| 8/27/2025 | Orion Porfolio Solutions LLC | 4,785 | $219K | 0.0% | N/A | 0.007% | |
| 8/19/2025 | Advisory Services Network LLC | 10,530 | $471K | 0.0% | +6.3% | 0.015% | |
| 8/18/2025 | Tactive Advisors LLC | 55,657 | $2.54M | 0.8% | N/A | 0.081% | |
| 8/18/2025 | Kestra Investment Management LLC | 5,545 | $253K | 0.0% | N/A | 0.008% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 2,927 | $133K | 0.0% | +222.0% | 0.004% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 4,785 | $219K | 0.0% | N/A | 0.007% | |
| 8/15/2025 | MML Investors Services LLC | 108,945 | $4.98M | 0.0% | +127.5% | 0.159% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 413,329 | $18.89M | 0.4% | +24.5% | 0.603% | |
| 8/15/2025 | Bank of America Corp DE | 362,529 | $16.56M | 0.0% | +7.8% | 0.528% | |
| 8/15/2025 | Ameriprise Financial Inc. | 577,748 | $26.34M | 0.0% | -25.2% | 0.842% | |
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| 8/14/2025 | Jane Street Group LLC | 250,147 | $11.43M | 0.0% | N/A | 0.365% | |
| 8/14/2025 | Raymond James Financial Inc. | 41,775 | $1.91M | 0.0% | +35.9% | 0.061% | |
| 8/14/2025 | Peapack Gladstone Financial Corp | 187,109 | $8.55M | 0.1% | +250.9% | 0.273% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 84,214 | $3.85M | 0.3% | +0.5% | 0.123% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 27,892 | $1.27M | 0.0% | +196.2% | 0.041% | |
| 8/14/2025 | Cerity Partners LLC | 12,564 | $574K | 0.0% | +2.2% | 0.018% | |
| 8/13/2025 | Brown Advisory Inc. | 21,670 | $990K | 0.0% | +8.8% | 0.032% | |
| 8/13/2025 | CW Advisors LLC | 8,930 | $408K | 0.0% | N/A | 0.013% | |
| 8/13/2025 | Valued Retirements Inc. | 42,617 | $1.95M | 2.2% | +38.4% | 0.062% | |
| 8/13/2025 | Financial Freedom LLC | 128,891 | $5.89M | 3.2% | +2.5% | 0.188% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 621,816 | $28.41M | 0.0% | +2.8% | 0.906% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 187,310 | $8.56M | 0.1% | +20,304.1% | 0.273% | |
| 8/12/2025 | Insigneo Advisory Services LLC | 7,909 | $361K | 0.0% | N/A | 0.012% | |
| 8/12/2025 | Cowa LLC | 22,824 | $1.04M | 0.4% | N/A | 0.033% | |
| 8/12/2025 | Tableaux LLC | 2,960 | $135K | 0.0% | N/A | 0.004% | |
| 8/12/2025 | AlphaCore Capital LLC | 1,307 | $60K | 0.0% | N/A | 0.002% | |
| 8/12/2025 | JPMorgan Chase & Co. | 85,359 | $3.90M | 0.0% | +60.4% | 0.124% | |
| 8/12/2025 | Archvest Wealth Advisors Inc. | 172,039 | $7.86M | 6.9% | +5.8% | 0.251% | |
| 8/12/2025 | ADE LLC | 6,098 | $279K | 0.1% | -5.3% | 0.009% | |
| 8/12/2025 | Weaver Consulting Group | 5,810 | $265K | 0.1% | +6.4% | 0.008% | |
| 8/11/2025 | Bell Investment Advisors Inc | 16,429 | $751K | 0.1% | +103.7% | 0.024% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 14,597 | $667K | 0.0% | +1.5% | 0.021% | |
| 8/8/2025 | Cetera Investment Advisers | 206,175 | $9.42M | 0.0% | +239.7% | 0.301% | |
| 8/7/2025 | CENTRAL TRUST Co | 547 | $25K | 0.0% | N/A | 0.001% | |
| 8/7/2025 | Vise Technologies Inc. | 205,484 | $9.39M | 0.4% | N/A | 0.300% | |
| 8/7/2025 | Allworth Financial LP | 865 | $40K | 0.0% | +121.8% | 0.001% | |
| 8/7/2025 | Rollins Financial Advisors LLC | 6,589 | $301K | 0.0% | N/A | 0.010% | |
| 8/6/2025 | AE Wealth Management LLC | 2,223 | $102K | 0.0% | +14.2% | 0.003% | |
| 8/6/2025 | RPS Advisory Solutions LLC | 27,141 | $1.24M | 0.7% | N/A | 0.040% | |
| 8/6/2025 | SouthState Corp | 16,318 | $746K | 0.0% | -10.9% | 0.024% | |
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| 8/4/2025 | Atria Investments Inc | 102,057 | $4.66M | 0.1% | +1.2% | 0.149% | |
| 8/4/2025 | Assetmark Inc. | 967 | $44K | 0.0% | -41.1% | 0.001% | |
| 8/1/2025 | Bessemer Group Inc. | 2,383 | $109K | 0.0% | N/A | 0.003% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 55,365 | $2.53M | 0.7% | +0.7% | 0.081% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 18,821,987 | $859.98M | 0.3% | +4.9% | 27.437% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 281,656 | $12.87M | 1.5% | -1.1% | 0.411% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 31,278 | $1.43M | 0.6% | +16.4% | 0.046% | |
| 7/30/2025 | Strategic Blueprint LLC | 13,165 | $602K | 0.0% | -5.8% | 0.019% | |
| 7/30/2025 | Alexis Investment Partners LLC | 104,898 | $4.76M | 2.0% | N/A | 0.153% | |
| 7/30/2025 | Family Capital Trust Co | 258,862 | $11.83M | 4.1% | -0.7% | 0.377% | |
| 7/29/2025 | Unison Advisors LLC | 88,674 | $4.05M | 0.5% | +5.4% | 0.129% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 45,349 | $2.07M | 0.0% | N/A | 0.066% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 55,297 | $2.53M | 0.1% | +96.8% | 0.081% | |
| 7/29/2025 | Straight Path Wealth Management | 257,226 | $11.75M | 4.0% | +4.0% | 0.375% | |
| 7/28/2025 | Ritholtz Wealth Management | 1,469,111 | $67.12M | 1.5% | +22.5% | 2.142% | |
| 7/28/2025 | Harbour Investments Inc. | 19,057 | $871K | 0.0% | +132.2% | 0.028% | |
| 7/28/2025 | CGC Financial Services LLC | 216,744 | $9.90M | 3.3% | -2.1% | 0.316% | |
| 7/28/2025 | Kiker Wealth Management LLC | 15,454 | $706K | 0.4% | -2.4% | 0.023% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 4,875 | $223K | 0.0% | N/A | 0.007% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 23,983 | $1.10M | 0.0% | +208.1% | 0.035% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 239,115 | $10.93M | 0.0% | -32.0% | 0.349% | |
| 7/25/2025 | Lion Street Advisors LLC | 5,210 | $238K | 0.1% | N/A | 0.008% | |
| 7/25/2025 | RHS Financial LLC | 63,359 | $2.90M | 1.6% | -2.5% | 0.092% | |
| 7/23/2025 | Columbus Macro LLC | 67,301 | $3.08M | 0.4% | -1.3% | 0.098% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 450,342 | $20.58M | 3.7% | +3.4% | 0.656% | |
| 7/23/2025 | Venturi Wealth Management LLC | 146,174 | $6.68M | 0.3% | -5.8% | 0.213% | |
| 7/22/2025 | Belpointe Asset Management LLC | 17,900 | $818K | 0.0% | N/A | 0.026% | |
| 7/22/2025 | Simplicity Wealth LLC | 19,223 | $878K | 0.0% | N/A | 0.028% | |
| 7/22/2025 | Noble Family Wealth LLC | 5,133 | $235K | 0.1% | N/A | 0.007% | |
| 7/21/2025 | QRG Capital Management Inc. | 10,382 | $474K | 0.0% | N/A | 0.015% | |
| 7/21/2025 | Segment Wealth Management LLC | 213,444 | $9.75M | 0.6% | -0.3% | 0.311% | |
| 7/21/2025 | 1900 Wealth Management LLC | 83,713 | $3.83M | 0.3% | -0.6% | 0.122% | |
| 7/18/2025 | Benchmark Wealth Management LLC | 14,514 | $663K | 0.3% | +48.1% | 0.021% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 372,969 | $17.04M | 0.0% | +4.5% | 0.547% | |
| 7/17/2025 | Venture Visionary Partners LLC | 12,168 | $556K | 0.0% | N/A | 0.018% | |
| 7/17/2025 | Fifth Third Securities Inc. | 50,581 | $2.31M | 0.2% | +2.7% | 0.074% | |
| 7/17/2025 | Lazari Capital Management Inc. | 5,232 | $239K | 0.1% | -9.5% | 0.008% | |
| 7/17/2025 | Symmetry Partners LLC | 389,319 | $17.79M | 2.2% | +13.6% | 0.571% | |
| 7/16/2025 | Meredith Wealth Planning | 237,925 | $10.87M | 3.9% | +4.0% | 0.349% | |
| 7/16/2025 | Kathmere Capital Management LLC | 407,253 | $18.61M | 1.4% | +1.0% | 0.597% | |
| 7/15/2025 | Great Oak Capital Partners LLC | 14,556 | $653K | 0.2% | -31.9% | 0.021% | |
| 7/15/2025 | Financial Partners Group Inc | 93,644 | $4.28M | 0.6% | +228.2% | 0.137% | |
| 7/14/2025 | Occidental Asset Management LLC | 91,744 | $4.19M | 0.6% | -1.3% | 0.135% | |
| 7/14/2025 | Financial Enhancement Group LLC | 54,797 | $2.46M | 0.4% | -1.1% | 0.080% | |
| 7/14/2025 | Acropolis Investment Management LLC | 601,479 | $27.48M | 1.5% | +1.0% | 0.882% | |
| 7/14/2025 | Sweeney & Michel LLC | 4,986 | $224K | 0.1% | N/A | 0.007% | |
| 7/14/2025 | Southland Equity Partners LLC | 37,860 | $1.73M | 0.4% | -1.4% | 0.056% | |
| 7/14/2025 | Park Avenue Securities LLC | 28,863 | $1.32M | 0.0% | N/A | 0.042% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,123 | $51K | 0.0% | +959.4% | 0.002% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 284,903 | $13.02M | 2.1% | +0.4% | 0.423% | |
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| 7/10/2025 | NorthCrest Asset Manangement LLC | 64,062 | $2.90M | 0.1% | +4.0% | 0.095% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,286,649 | $828.75M | 1.4% | +3.7% | 27.132% | |
| 7/10/2025 | Professional Financial Advisors LLC | 27,709 | $1.27M | 0.3% | +1.9% | 0.041% | |
| 7/10/2025 | Focus Financial Network Inc. | 124,985 | $5.71M | 0.2% | +1.8% | 0.185% | |
| 7/9/2025 | Shore Point Advisors LLC | 355,848 | $16.26M | 7.8% | +1.1% | 0.528% | |
| 7/8/2025 | Atwood & Palmer Inc. | 240,274 | $10.98M | 0.7% | -1.5% | 0.356% | |
| 7/8/2025 | Apella Capital LLC | 295,661 | $13.33M | 0.4% | -14.2% | 0.439% | |
| 5/16/2025 | Jones Financial Companies Lllp | 17,903 | $715K | 0.0% | N/A | 0.029% | |
| 5/16/2025 | AQR Capital Management LLC | 5,598 | $224K | 0.0% | N/A | 0.009% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 52,577 | $2.10M | 0.0% | +25.5% | 0.085% | |
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