| 5/22/2025 | WBI Investments LLC | 5,392 | $249K | 0.1% | N/A | 0.159% | |
| 5/19/2025 | Jane Street Group LLC | 13,315 | $614K | 0.0% | +7.1% | 0.397% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 139,405 | $6.34M | 0.5% | +275.5% | 4.161% | |
| 5/14/2025 | CreativeOne Wealth LLC | 32,246 | $1.49M | 0.0% | +14.2% | 0.963% | |
| 5/14/2025 | TFB Advisors LLC | 7,770 | $358K | 0.1% | +49.9% | 0.232% | |
| 5/13/2025 | Raymond James Financial Inc. | 79,514 | $3.67M | 0.0% | +45.4% | 2.374% | |
| 5/13/2025 | Trajan Wealth LLC | 8,669 | $400K | 0.0% | -16.4% | 0.259% | |
| 5/12/2025 | Benjamin Edwards Inc. | 47,163 | $2.18M | 0.0% | +58.4% | 1.408% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 20,016 | $923K | 0.0% | -5.4% | 0.597% | |
| 5/8/2025 | Harbour Investments Inc. | 41,792 | $1.93M | 0.1% | +6.7% | 1.248% | |
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| 5/8/2025 | FSB Premier Wealth Management Inc. | 9,934 | $458K | 0.2% | +2.5% | 0.297% | |
| 5/7/2025 | LPL Financial LLC | 328,203 | $15.14M | 0.0% | +7.6% | 9.797% | |
| 5/6/2025 | Assetmark Inc. | 101,093 | $4.66M | 0.0% | +32.7% | 3.018% | |
| 5/6/2025 | Cetera Investment Advisers | 137,269 | $6.33M | 0.0% | +13.3% | 4.098% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 65,496 | $3.02M | 0.0% | +3.1% | 1.955% | |
| 5/6/2025 | Holistic Financial Partners | 18,293 | $844K | 0.4% | -18.1% | 0.546% | |
| 5/6/2025 | AE Wealth Management LLC | 26,750 | $1.23M | 0.0% | -39.1% | 0.799% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 6,409 | $296K | 0.1% | +8.5% | 0.191% | |
| 5/6/2025 | PFG Advisors | 17,606 | $812K | 0.0% | -23.9% | 0.526% | |
| 5/5/2025 | IFP Advisors Inc | 45,762 | $2.11M | 0.1% | +1.0% | 1.366% | |
| 5/2/2025 | Lord & Richards Wealth Management LLC | 670 | $31K | 0.0% | N/A | 0.020% | |
| 5/2/2025 | Apollon Wealth Management LLC | 7,296 | $336K | 0.0% | +7.1% | 0.218% | |
| 5/2/2025 | Sigma Planning Corp | 6,932 | $320K | 0.0% | N/A | 0.207% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 33,405 | $1.54M | 0.3% | +24.5% | 0.997% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 412,301 | $19.02M | 0.0% | -2.1% | 12.307% | |
| 4/29/2025 | Bank of New York Mellon Corp | 60,388 | $2.79M | 0.0% | -5.0% | 1.803% | |
| 4/29/2025 | World Investment Advisors | 18,529 | $855K | 0.0% | +88.4% | 0.553% | |
| 4/29/2025 | ALM First Financial Advisors LLC | 261,004 | $12.04M | 2.6% | +8.5% | 7.791% | |
| 4/28/2025 | Rossby Financial LCC | 1,992 | $91K | 0.0% | N/A | 0.059% | |
| 4/28/2025 | TCP Asset Management LLC | 176,644 | $8.15M | 1.8% | +2.5% | 5.273% | |
| 4/23/2025 | Professional Financial Advisors LLC | 12,922 | $596K | 0.2% | -7.5% | 0.386% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 66,698 | $3.08M | 0.0% | +5.0% | 1.991% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 34,062 | $1.57M | 0.0% | -3.9% | 1.017% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 24,309 | $1.12M | 0.0% | +24.5% | 0.726% | |
| 4/15/2025 | Simplicity Wealth LLC | 24,542 | $1.13M | 0.1% | N/A | 0.733% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 5,549 | $256K | 0.0% | +14.7% | 0.166% | |
| 4/10/2025 | Fermata Advisors LLC | 13,679 | $631K | 0.1% | +2.6% | 0.408% | |
| 4/10/2025 | Iams Wealth Management LLC | 23,767 | $1.10M | 0.5% | +3.8% | 0.709% | |
| 4/7/2025 | GAMMA Investing LLC | 1,476 | $68K | 0.0% | +1,421.6% | 0.044% | |
| 2/19/2025 | Richmond Investment Services LLC | 5,212 | $248K | 0.1% | N/A | 0.180% | |
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| 2/17/2025 | Snowden Capital Advisors LLC | 13,837 | $658K | 0.0% | -2.8% | 0.477% | |
| 2/17/2025 | Cetera Investment Advisers | 121,144 | $5.76M | 0.0% | +19.2% | 4.177% | |
| 2/17/2025 | Benjamin Edwards Inc. | 29,783 | $1.42M | 0.0% | +72.6% | 1.027% | |
| 2/14/2025 | Jane Street Group LLC | 12,429 | $591K | 0.0% | N/A | 0.429% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 37,125 | $1.77M | 0.2% | +25.1% | 1.280% | |
| 2/14/2025 | Trajan Wealth LLC | 10,368 | $493K | 0.0% | -8.6% | 0.358% | |
| 2/14/2025 | First Trust Advisors LP | 62,308 | $2.97M | 0.0% | +29.6% | 2.149% | |
| 2/14/2025 | GeoWealth Management LLC | 17,822 | $848K | 0.0% | -39.4% | 0.615% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 6,763 | $325K | 0.0% | +7.5% | 0.233% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 12,851 | $611K | 0.2% | N/A | 0.443% | |
| 2/13/2025 | CreativeOne Wealth LLC | 28,245 | $1.34M | 0.0% | +31.5% | 0.974% | |
| 2/13/2025 | Raymond James Financial Inc. | 54,700 | $2.60M | 0.0% | N/A | 1.886% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 421,236 | $20.04M | 0.0% | +7.9% | 14.525% | |
| 2/12/2025 | World Investment Advisors | 9,836 | $468K | 0.0% | +16.4% | 0.339% | |
| 2/12/2025 | FSB Premier Wealth Management Inc. | 9,694 | $461K | 0.2% | -9.6% | 0.334% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 5,908 | $281K | 0.2% | N/A | 0.204% | |
| 2/12/2025 | Tucker Asset Management LLC | 2,255 | $107K | 0.0% | +37.6% | 0.078% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 51,491 | $2.45M | 0.0% | +6.6% | 1.776% | |
| 2/11/2025 | LPL Financial LLC | 305,025 | $14.51M | 0.0% | -1.4% | 10.518% | |
| 2/11/2025 | TAP Consulting LLC | 31,102 | $1.48M | 0.3% | -5.3% | 1.072% | |
| 2/10/2025 | Harbour Investments Inc. | 39,167 | $1.86M | 0.1% | +7.3% | 1.351% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 35,433 | $1.69M | 0.0% | +5.4% | 1.222% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,085 | $1.10M | 0.0% | +2.7% | 0.796% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 63,503 | $3.02M | 0.0% | +2.3% | 2.190% | |
| 2/7/2025 | PFG Advisors | 23,139 | $1.10M | 0.1% | +184.4% | 0.798% | |
| 2/7/2025 | Moors & Cabot Inc. | 4,250 | $202K | 0.0% | N/A | 0.147% | |
| 2/6/2025 | Raymond James Financial Inc. | 54,700 | $2.60M | 0.0% | N/A | 1.886% | |
| 2/6/2025 | Atria Investments Inc | 14,128 | $672K | 0.0% | -21.7% | 0.487% | |
| 2/6/2025 | Assetmark Inc. | 76,207 | $3.63M | 0.0% | +12.0% | 2.628% | |
| 2/6/2025 | Synergy Investment Management LLC | 3,934 | $187K | 0.1% | N/A | 0.136% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 10,251 | $488K | 0.0% | -12.9% | 0.353% | |
| 2/5/2025 | Maripau Wealth Management LLC | 4,639 | $221K | 0.1% | N/A | 0.160% | |
| 2/4/2025 | Bank of New York Mellon Corp | 63,558 | $3.02M | 0.0% | -19.4% | 2.192% | |
| 2/4/2025 | Holistic Financial Partners | 22,333 | $1.06M | 0.5% | -11.9% | 0.770% | |
| 2/4/2025 | IFP Advisors Inc | 45,315 | $2.16M | 0.1% | +26.3% | 1.563% | |
| 1/31/2025 | Global Retirement Partners LLC | 11,637 | $554K | 0.0% | +3.4% | 0.401% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 21,157 | $1.01M | 0.0% | -34.9% | 0.730% | |
| 1/30/2025 | Principal Securities Inc. | 2,498 | $119K | 0.0% | +21.1% | 0.086% | |
| 1/29/2025 | TFB Advisors LLC | 5,185 | $247K | 0.1% | N/A | 0.179% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 51,731 | $2.46M | 2.4% | -3.0% | 1.784% | |
| 1/28/2025 | Apollon Wealth Management LLC | 6,810 | $324K | 0.0% | +6.4% | 0.235% | |
| 1/24/2025 | Spire Wealth Management | 1,068 | $51K | 0.0% | N/A | 0.037% | |
| 1/23/2025 | Iams Wealth Management LLC | 22,906 | $1.09M | 0.5% | +5.0% | 0.790% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 26,835 | $1.28M | 0.3% | +3.7% | 0.925% | |
| 1/21/2025 | RFG Advisory LLC | 9,555 | $455K | 0.0% | +4.8% | 0.329% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 19,519 | $929K | 0.0% | +50.9% | 0.673% | |
| 1/15/2025 | TCP Asset Management LLC | 172,252 | $8.20M | 1.8% | +4.3% | 5.940% | |
| 1/15/2025 | ALM First Financial Advisors LLC | 240,485 | $11.44M | 2.5% | +16.2% | 8.293% | |
| 1/15/2025 | Fermata Advisors LLC | 13,337 | $635K | 0.1% | +20.8% | 0.460% | |
| 1/15/2025 | Retireful LLC | 17,043 | $811K | 0.5% | N/A | 0.588% | |
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| 1/14/2025 | Park Avenue Securities LLC | 23,240 | $1.11M | 0.0% | +9.9% | 0.801% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 4,839 | $230K | 0.0% | -8.1% | 0.167% | |
| 1/14/2025 | Professional Financial Advisors LLC | 13,963 | $664K | 0.2% | -1.8% | 0.481% | |
| 1/10/2025 | HBW Advisory Services LLC | 5,359 | $255K | 0.0% | N/A | 0.185% | |
| 1/8/2025 | Private Client Services LLC | 5,925 | $282K | 0.2% | +29.6% | 0.204% | |
| 12/16/2024 | SMART Wealth LLC | 7,754 | $368K | 0.1% | -22.7% | 0.267% | |
| 11/25/2024 | World Investment Advisors LLC | 8,453 | $402K | 0.0% | N/A | 0.291% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 48,295 | $2.29M | 0.1% | +24.0% | 1.665% | |
| 11/15/2024 | Hilltop Holdings Inc. | 9,271 | $440K | 0.0% | N/A | 0.320% | |
| 11/15/2024 | Benjamin Edwards Inc. | 17,253 | $819K | 0.0% | +2,475.1% | 0.595% | |
