| 8/1/2025 | GWN Securities Inc. | 4,748 | $237K | 0.0% | N/A | 0.058% | |
| 8/1/2025 | Penobscot Wealth Management | 19,712 | $983K | 0.4% | +13.5% | 0.239% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 31,862 | $1.59M | 0.0% | -76.6% | 0.386% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 8,638 | $447K | 0.0% | +6.2% | 0.105% | |
| 7/25/2025 | CWM LLC | 3,194 | $159K | 0.0% | -30.0% | 0.039% | |
| 7/23/2025 | Peak Financial Management Inc. | 40,759 | $2.03M | 0.6% | -8.8% | 0.497% | |
| 7/23/2025 | Sachetta LLC | 1,850 | $92K | 0.0% | -92.7% | 0.023% | |
| 7/23/2025 | Heck Capital Advisors LLC | 15,445 | $770K | 0.1% | +1.9% | 0.188% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 17,886 | $892K | 0.0% | -18.7% | 0.218% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 22,275 | $1.11M | 0.6% | +4.9% | 0.272% | |
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| 7/21/2025 | Ameritas Advisory Services LLC | 723 | $36K | 0.0% | N/A | 0.009% | |
| 7/21/2025 | Exchange Capital Management Inc. | 16,543 | $825K | 0.1% | -3.3% | 0.202% | |
| 7/18/2025 | Vicus Capital | 5,014 | $250K | 0.0% | N/A | 0.061% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 4,706 | $236K | 0.1% | -7.5% | 0.057% | |
| 7/16/2025 | CX Institutional | 1,929 | $96K | 0.0% | -16.4% | 0.024% | |
| 7/15/2025 | Centerline Wealth Advisors LLC | 174,962 | $8.73M | 4.3% | +4.1% | 2.134% | |
| 7/15/2025 | Lynch & Associates IN | 10,278 | $513K | 0.1% | +4.5% | 0.125% | |
| 7/11/2025 | CX Institutional | 1,929 | $96K | 0.0% | -16.4% | 0.024% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 15,862 | $791K | 0.1% | +2.5% | 0.193% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 20,512 | $991K | 0.2% | -1.5% | 0.250% | |
| 6/2/2025 | Modern Wealth Management LLC | 36,465 | $1.76M | 0.1% | +1.4% | 0.432% | |
| 5/19/2025 | SCS Capital Management LLC | 9,235 | $446K | 0.0% | N/A | 0.109% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 50,589 | $2.44M | 0.0% | +1.2% | 0.592% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,480 | $124K | 0.0% | +1,778.8% | 0.029% | |
| 5/15/2025 | Tortoise Investment Management LLC | 2,580 | $125K | 0.0% | -24.6% | 0.031% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 21,175 | $1.02M | 0.0% | -60.9% | 0.251% | |
| 5/13/2025 | HighTower Advisors LLC | 14,490 | $700K | 0.0% | -4.3% | 0.171% | |
| 5/13/2025 | Peak Financial Management Inc. | 44,676 | $2.16M | 0.6% | -9.7% | 0.529% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,132 | $393K | 0.0% | N/A | 0.096% | |
| 5/8/2025 | Certified Advisory Corp | 94,857 | $4.58M | 0.5% | +12.1% | 1.123% | |
| 5/7/2025 | LPL Financial LLC | 131,000 | $6.33M | 0.0% | +19.0% | 1.550% | |
| 5/6/2025 | Cetera Investment Advisers | 77,311 | $3.74M | 0.0% | -67.8% | 0.915% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 9,223 | $446K | 0.0% | -77.0% | 0.109% | |
| 5/6/2025 | Lifeworks Advisors LLC | 29,170 | $1.41M | 0.2% | +8.1% | 0.345% | |
| 5/6/2025 | AE Wealth Management LLC | 909,549 | $43.95M | 0.4% | +13.1% | 10.764% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 22,107 | $1.07M | 0.0% | +12.7% | 0.262% | |
| 5/5/2025 | IFP Advisors Inc | 2,537 | $123K | 0.0% | +68.6% | 0.030% | |
| 5/2/2025 | Sachetta LLC | 25,301 | $1.22M | 0.5% | -30.3% | 0.299% | |
| 5/2/2025 | Trail Ridge Investment Advisors LLC | 19,251 | $930K | 0.5% | +23.1% | 0.228% | |
| 5/1/2025 | CWM LLC | 4,560 | $220K | 0.0% | +263.1% | 0.054% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 136,241 | $6.58M | 0.0% | -76.3% | 1.612% | |
| 4/29/2025 | Bank of New York Mellon Corp | 11,615 | $561K | 0.0% | -71.1% | 0.137% | |
| 4/28/2025 | Penobscot Wealth Management | 17,367 | $839K | 0.4% | N/A | 0.206% | |
| 4/25/2025 | Essex Financial Services Inc. | 6,921 | $334K | 0.0% | +12.8% | 0.077% | |
| 4/24/2025 | Sunbelt Securities Inc. | 32,272 | $1.56M | 0.1% | +4.1% | 0.359% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 22,497 | $1.09M | 0.3% | -7.0% | 0.250% | |
| 4/24/2025 | Centerline Wealth Advisors LLC | 168,038 | $8.12M | 4.8% | +6.0% | 1.867% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 21,233 | $1.03M | 0.6% | +2.6% | 0.236% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,911 | $817K | 0.0% | -12.2% | 0.188% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 5,089 | $246K | 0.1% | +10.7% | 0.057% | |
| 4/17/2025 | Lynch & Associates IN | 9,839 | $475K | 0.1% | +3.5% | 0.109% | |
| 4/17/2025 | Sound Income Strategies LLC | 1,839 | $89K | 0.0% | +60.9% | 0.020% | |
| 4/15/2025 | CX Institutional | 2,308 | $112K | 0.0% | N/A | 0.026% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 22,002 | $1.06M | 0.0% | N/A | 0.244% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 20,826 | $1.01M | 0.2% | N/A | 0.231% | |
| 4/14/2025 | Park Avenue Securities LLC | 8,344 | $403K | 0.0% | -78.3% | 0.093% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 15,478 | $748K | 0.1% | +3.9% | 0.172% | |
| 4/9/2025 | Sweeney & Michel LLC | 4,897 | $237K | 0.1% | N/A | 0.054% | |
| 4/8/2025 | Avondale Wealth Management | 2,496 | $121K | 0.1% | N/A | 0.028% | |
| 2/25/2025 | Heck Capital Advisors LLC | 15,225 | $734K | 0.0% | N/A | 0.151% | |
| 2/18/2025 | Sunbelt Securities Inc. | 30,991 | $1.49M | 0.1% | +3.0% | 0.307% | |
| 2/17/2025 | Cetera Investment Advisers | 240,297 | $11.58M | 0.0% | +7.2% | 2.379% | |
| 2/17/2025 | Bank of America Corp DE | 16,029 | $772K | 0.0% | -20.5% | 0.159% | |
| 2/14/2025 | Lido Advisors LLC | 526,287 | $25.36M | 0.1% | +4.6% | 5.211% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 54,224 | $2.61M | 0.0% | -2.9% | 0.537% | |
| 2/14/2025 | Stifel Financial Corp | 34,692 | $1.67M | 0.0% | -7.9% | 0.343% | |
| 2/13/2025 | Mariner LLC | 8,054 | $388K | 0.0% | -3.7% | 0.080% | |
| 2/13/2025 | KDK Private Wealth Management LLC | 7,602 | $366K | 0.4% | N/A | 0.075% | |
| 2/13/2025 | Raymond James Financial Inc. | 12,459 | $600K | 0.0% | N/A | 0.123% | |
| 2/13/2025 | Advisory Services Network LLC | 44,821 | $2.16M | 0.0% | -49.1% | 0.444% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 573,750 | $27.65M | 0.0% | +4.3% | 5.681% | |
| 2/13/2025 | Wells Fargo & Company MN | 151,864 | $7.32M | 0.0% | -4.9% | 1.504% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 687 | $33K | 0.0% | +99.1% | 0.007% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 6,484 | $312K | 0.0% | +11.8% | 0.064% | |
| 2/12/2025 | JPMorgan Chase & Co. | 34,710 | $1.67M | 0.0% | +28.9% | 0.344% | |
| 2/11/2025 | Modern Wealth Management LLC | 36,514 | $1.85M | 0.1% | N/A | 0.362% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 42,831 | $2.06M | 0.0% | +707.2% | 0.424% | |
| 2/11/2025 | LPL Financial LLC | 110,054 | $5.30M | 0.0% | +5.7% | 1.090% | |
| 2/11/2025 | Absolute Capital Management LLC | 11,156 | $538K | 0.3% | -4.2% | 0.110% | |
| 2/10/2025 | Tocqueville Asset Management L.P. | 33,485 | $1.61M | 0.0% | N/A | 0.332% | |
| 2/10/2025 | Corient Private Wealth LLC | 26,769 | $1.29M | 0.0% | -2.7% | 0.265% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 113,680 | $5.48M | 0.0% | -1.6% | 1.126% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 40,089 | $1.93M | 0.0% | +34.4% | 0.397% | |
| 2/7/2025 | HighTower Advisors LLC | 15,137 | $729K | 0.0% | -3.1% | 0.150% | |
| 2/7/2025 | AGF Management Ltd. | 76,950 | $3.71M | 0.0% | +19.4% | 0.762% | |
| 2/7/2025 | Lifeworks Advisors LLC | 26,988 | $1.30M | 0.2% | +26.8% | 0.267% | |
| 2/6/2025 | Raymond James Financial Inc. | 12,459 | $600K | 0.0% | N/A | 0.123% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,473 | $71K | 0.0% | +111.3% | 0.015% | |
| 2/6/2025 | Atria Investments Inc | 7,358 | $355K | 0.0% | -38.6% | 0.073% | |
| 2/4/2025 | Bank of New York Mellon Corp | 40,208 | $1.94M | 0.0% | +107.3% | 0.398% | |
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| 2/4/2025 | Wealthgarden F.S. LLC | 5,785 | $279K | 0.3% | N/A | 0.057% | |
| 1/31/2025 | Global Retirement Partners LLC | 813 | $39K | 0.0% | +497.8% | 0.008% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 19,623 | $946K | 0.0% | +6.5% | 0.194% | |
| 1/28/2025 | Centerline Wealth Advisors LLC | 158,528 | $7.64M | 4.5% | N/A | 1.570% | |
| 1/27/2025 | Centennial Wealth Advisory LLC | 4,598 | $222K | 0.1% | +5.0% | 0.046% | |
| 1/24/2025 | Yoder Wealth Management Inc. | 20,692 | $997K | 0.6% | +8.7% | 0.205% | |
| 1/24/2025 | Concord Wealth Partners | 1,042 | $50K | 0.0% | -20.8% | 0.010% | |
| 1/23/2025 | Heck Capital Advisors LLC | 15,225 | $734K | 0.0% | N/A | 0.151% | |
| 1/22/2025 | Peak Financial Management Inc. | 49,472 | $2.38M | 0.7% | -3.7% | 0.490% | |
| 1/21/2025 | Sachetta LLC | 36,284 | $1.75M | 0.7% | +5,331.7% | 0.359% | |
