| 8/15/2025 | Asset Allocation Strategies LLC | 13,143 | $654K | 0.1% | -13.2% | 0.096% | |
| 8/15/2025 | Visionary Wealth Advisors | 9,877 | $491K | 0.0% | +82.1% | 0.072% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 2,704 | $134K | 0.0% | +13.9% | 0.020% | |
| 8/15/2025 | MML Investors Services LLC | 65,462 | $3.26M | 0.0% | -18.9% | 0.478% | |
| 8/15/2025 | Monograph Wealth Advisors LLC | 4,122 | $205K | 0.0% | N/A | 0.030% | |
| 8/15/2025 | Gallagher Fiduciary Advisors LLC | 299,710 | $14.91M | 0.0% | +4.9% | 2.188% | |
| 8/15/2025 | Bank of America Corp DE | 344,809 | $17.16M | 0.0% | -7.2% | 2.517% | |
| 8/15/2025 | Ameriprise Financial Inc. | 107,967 | $5.37M | 0.0% | -2.0% | 0.788% | |
| 8/14/2025 | Jane Street Group LLC | 12,161 | $605K | 0.0% | -68.3% | 0.089% | |
| 8/14/2025 | Raymond James Financial Inc. | 117,644 | $5.85M | 0.0% | +0.4% | 0.859% | |
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| 8/14/2025 | NewEdge Advisors LLC | 15,583 | $775K | 0.0% | -16.7% | 0.114% | |
| 8/13/2025 | Rockport Wealth LLC | 324,071 | $16.13M | 3.7% | N/A | 2.365% | |
| 8/13/2025 | IAG Wealth Partners LLC | 69,317 | $3.45M | 0.5% | -7.5% | 0.506% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 760 | $39K | 0.0% | N/A | 0.006% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 490,694 | $24.42M | 0.0% | +5.5% | 3.582% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 70,162 | $3.49M | 0.0% | +4,876.0% | 0.512% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 4,684 | $233K | 0.0% | +84.3% | 0.034% | |
| 8/12/2025 | CreativeOne Wealth LLC | 14,666 | $730K | 0.0% | +6.5% | 0.107% | |
| 8/12/2025 | Global Retirement Partners LLC | 10,507 | $523K | 0.0% | N/A | 0.077% | |
| 8/12/2025 | JPMorgan Chase & Co. | 948,308 | $47.19M | 0.0% | -10.7% | 6.922% | |
| 8/12/2025 | NorthStar Asset Management LLC NJ | 91,296 | $4.54M | 1.2% | +5.3% | 0.666% | |
| 8/11/2025 | Perennial Investment Advisors LLC | 30,280 | $1.51M | 0.1% | +33.4% | 0.221% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 378,433 | $18.83M | 0.1% | -5.1% | 2.762% | |
| 8/8/2025 | Cetera Investment Advisers | 41,695 | $2.08M | 0.0% | +32.4% | 0.304% | |
| 8/8/2025 | Creative Planning | 28,341 | $1.41M | 0.0% | +28.8% | 0.207% | |
| 8/8/2025 | Phoenix Wealth Advisors | 20,210 | $1.01M | 0.4% | -23.4% | 0.148% | |
| 8/6/2025 | Prospera Financial Services Inc | 4,318 | $215K | 0.0% | N/A | 0.032% | |
| 8/6/2025 | Ipsen Advisor Group LLC | 112,232 | $5.59M | 4.3% | +3.1% | 0.819% | |
| 8/5/2025 | Key Financial Inc | 24,203 | $1.20M | 0.2% | +33.8% | 0.177% | |
| 8/5/2025 | Beam Wealth Advisors Inc. | 59,549 | $2.96M | 0.9% | +63.1% | 0.435% | |
| 8/4/2025 | Jim Saulnier & Associates LLC | 4,509 | $224K | 0.2% | -16.0% | 0.033% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 8,952 | $445K | 0.0% | -65.6% | 0.065% | |
| 8/4/2025 | Atria Investments Inc | 295,476 | $14.70M | 0.2% | +4.4% | 2.157% | |
| 8/4/2025 | Assetmark Inc. | 899 | $45K | 0.0% | +121.4% | 0.007% | |
| 8/1/2025 | GWN Securities Inc. | 7,618 | $379K | 0.1% | +21.0% | 0.056% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 21,270 | $1.06M | 0.0% | -10.9% | 0.155% | |
| 7/31/2025 | Opes Wealth Management LLC | 127,069 | $6.32M | 1.1% | +7.5% | 0.928% | |
| 7/30/2025 | Black Diamond Financial LLC | 106,873 | $5.32M | 0.8% | -25.4% | 0.780% | |
| 7/30/2025 | D.A. Davidson & CO. | 4,525 | $225K | 0.0% | N/A | 0.033% | |
| 7/29/2025 | Madison Wealth Partners Inc | 7,368 | $367K | 0.1% | +3.2% | 0.054% | |
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| 7/29/2025 | Rodgers & Associates LTD | 31,858 | $1.59M | 0.2% | +1.8% | 0.233% | |
| 7/28/2025 | Harbour Investments Inc. | 950 | $47K | 0.0% | -74.8% | 0.007% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 13,690 | $686K | 0.0% | +106.3% | 0.100% | |
| 7/25/2025 | Courage Miller Partners LLC | 13,746 | $684K | 0.2% | -3.3% | 0.100% | |
| 7/25/2025 | CWM LLC | 264,481 | $13.16M | 0.0% | -9.6% | 1.931% | |
| 7/24/2025 | rebel Financial LLC | 6,683 | $333K | 0.2% | N/A | 0.049% | |
| 7/24/2025 | Gilliland Jeter Wealth Management LLC | 10,971 | $546K | 0.2% | +8.6% | 0.080% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,837 | $241K | 0.0% | N/A | 0.035% | |
| 7/17/2025 | Smith Chas P & Associates PA Cpas | 5,029 | $250K | 0.0% | -45.1% | 0.037% | |
| 7/17/2025 | Fifth Third Securities Inc. | 10,068 | $501K | 0.0% | N/A | 0.073% | |
| 7/17/2025 | Avior Wealth Management LLC | 9,617 | $479K | 0.0% | -6.1% | 0.070% | |
| 7/16/2025 | Kendall Capital Management | 23,500 | $1.17M | 0.3% | N/A | 0.172% | |
| 7/15/2025 | TD Private Client Wealth LLC | 4,157 | $207K | 0.0% | -40.8% | 0.030% | |
| 7/14/2025 | Matrix Trust Co | 167,423 | $8.33M | 1.3% | +1.3% | 1.222% | |
| 7/11/2025 | Farther Finance Advisors LLC | 37,718 | $1.88M | 0.0% | +667.2% | 0.275% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 5,888 | $298K | 0.0% | N/A | 0.043% | |
| 7/9/2025 | Towerpoint Wealth LLC | 4,374 | $218K | 0.1% | N/A | 0.032% | |
| 7/9/2025 | Breakwater Capital Group | 7,210 | $359K | 0.1% | -12.0% | 0.053% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,354 | $106K | 0.0% | +508.3% | 0.017% | |
| 5/20/2025 | Focus Partners Wealth | 1,823,354 | $82.14M | 0.2% | +303.0% | 13.506% | |
| 5/19/2025 | Jane Street Group LLC | 38,309 | $1.73M | 0.0% | +249.2% | 0.284% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 2,924 | $132K | 0.1% | -14.0% | 0.022% | |
| 5/16/2025 | Jones Financial Companies Lllp | 37,257 | $1.68M | 0.0% | +815.0% | 0.276% | |
| 5/15/2025 | Royal Bank of Canada | 43,490 | $1.96M | 0.0% | -4.8% | 0.322% | |
| 5/14/2025 | CreativeOne Wealth LLC | 13,777 | $621K | 0.0% | +8.3% | 0.102% | |
| 5/14/2025 | Comerica Bank | 5,075 | $229K | 0.0% | +20.4% | 0.038% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 2,373 | $107K | 0.0% | +23.2% | 0.018% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 465,332 | $20.96M | 0.0% | +6.0% | 3.447% | |
| 5/14/2025 | Phoenix Wealth Advisors | 26,367 | $1.19M | 0.5% | -25.2% | 0.195% | |
| 5/14/2025 | CW Advisors LLC | 4,870 | $219K | 0.0% | N/A | 0.036% | |
| 5/14/2025 | Flow Traders U.S. LLC | 17,093 | $770K | 0.0% | N/A | 0.127% | |
| 5/13/2025 | Raymond James Financial Inc. | 117,214 | $5.28M | 0.0% | +1.1% | 0.868% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 36,500 | $1.64M | 0.6% | +21.8% | 0.270% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 3,054 | $138K | 0.0% | -7.8% | 0.023% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,637 | $299K | 0.0% | -8.3% | 0.049% | |
| 5/8/2025 | Certified Advisory Corp | 73,038 | $3.29M | 0.4% | -1.9% | 0.541% | |
| 5/8/2025 | Harbour Investments Inc. | 3,777 | $170K | 0.0% | +18.6% | 0.028% | |
| 5/7/2025 | Creekside Partners | 20,205 | $910K | 0.5% | -4.9% | 0.150% | |
| 5/7/2025 | LPL Financial LLC | 396,814 | $17.88M | 0.0% | +2.0% | 2.939% | |
| 5/6/2025 | Cetera Investment Advisers | 31,501 | $1.42M | 0.0% | +1.1% | 0.233% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 398,979 | $17.97M | 0.1% | +1.1% | 2.955% | |
| 5/6/2025 | Atria Investments Inc | 283,155 | $12.76M | 0.2% | +1.3% | 2.097% | |
| 5/6/2025 | NorthStar Asset Management LLC NJ | 86,679 | $3.91M | 1.2% | +7.1% | 0.642% | |
| 5/6/2025 | Opes Wealth Management LLC | 118,200 | $5.33M | 1.1% | +13.2% | 0.876% | |
| 5/2/2025 | Montis Financial LLC | 5,327 | $240K | 0.1% | -16.8% | 0.037% | |
| 5/1/2025 | Key Financial Inc | 18,083 | $815K | 0.2% | +20.6% | 0.126% | |
| 5/1/2025 | LRI Investments LLC | 46,497 | $2.10M | 0.2% | -4.3% | 0.324% | |
| 5/1/2025 | CWM LLC | 292,644 | $13.18M | 0.1% | +79.5% | 2.039% | |
| 4/30/2025 | Black Diamond Financial LLC | 143,342 | $6.46M | 1.0% | -4.6% | 0.999% | |
| 4/29/2025 | TD Private Client Wealth LLC | 7,019 | $316K | 0.0% | -57.5% | 0.049% | |
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| 4/29/2025 | Envestnet Asset Management Inc. | 23,865 | $1.08M | 0.0% | -28.1% | 0.166% | |
| 4/25/2025 | Mather Group LLC. | 886 | $40K | 0.0% | N/A | 0.006% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 26,041 | $1.17M | 0.1% | -3.0% | 0.181% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 29,508 | $1.33M | 0.1% | +1.2% | 0.206% | |
| 4/22/2025 | Rodgers & Associates LTD | 31,288 | $1.41M | 0.2% | +1.3% | 0.218% | |
| 4/22/2025 | Madison Wealth Partners Inc | 7,137 | $322K | 0.1% | -9.0% | 0.050% | |
| 4/22/2025 | Veridan Wealth LLC | 29,689 | $1.34M | 0.6% | +11.4% | 0.207% | |
| 4/21/2025 | Shelton Wealth Management LLC | 21,878 | $986K | 0.5% | -7.1% | 0.152% | |
| 4/21/2025 | Avior Wealth Management LLC | 10,238 | $461K | 0.0% | -12.5% | 0.071% | |
| 4/21/2025 | Jim Saulnier & Associates LLC | 5,366 | $242K | 0.2% | +5.0% | 0.037% | |
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