| 8/15/2025 | Orion Porfolio Solutions LLC | 6,407 | $245K | 0.0% | -95.8% | 0.034% | |
| 8/15/2025 | Bank of America Corp DE | 723,022 | $27.67M | 0.0% | +53.8% | 3.866% | |
| 8/15/2025 | Ameriprise Financial Inc. | 99,945 | $3.83M | 0.0% | -7.0% | 0.534% | |
| 8/14/2025 | CLG LLC | 5,300 | $203K | 0.1% | N/A | 0.028% | |
| 8/14/2025 | Raymond James Financial Inc. | 811,692 | $31.06M | 0.0% | +14.5% | 4.341% | |
| 8/14/2025 | The Manufacturers Life Insurance Company | 8,503,434 | $325.43M | 0.3% | -10.9% | 45.473% | |
| 8/13/2025 | Flow Traders U.S. LLC | 125,853 | $4.82M | 0.2% | -77.3% | 0.673% | |
| 8/13/2025 | Level Four Advisory Services LLC | 12,543 | $480K | 0.0% | -12.8% | 0.067% | |
| 8/12/2025 | JPMorgan Chase & Co. | 13,441 | $514K | 0.0% | -8.2% | 0.072% | |
| 8/8/2025 | Cetera Investment Advisers | 17,113 | $655K | 0.0% | +14.2% | 0.093% | |
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| 8/4/2025 | Daymark Wealth Partners LLC | 17,730 | $679K | 0.0% | -3.1% | 0.096% | |
| 8/4/2025 | Northwest Financial Advisors | 21,298 | $815K | 1.1% | -35.5% | 0.115% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 555,199 | $21.25M | 0.0% | +1.5% | 3.001% | |
| 7/30/2025 | D.A. Davidson & CO. | 42,465 | $1.63M | 0.0% | -8.2% | 0.230% | |
| 7/30/2025 | Triton Financial Group Inc | 5,438 | $208K | 0.2% | N/A | 0.029% | |
| 7/29/2025 | Balboa Wealth Partners | 6,389 | $245K | 0.0% | N/A | 0.035% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,569 | $213K | 0.0% | N/A | 0.030% | |
| 7/25/2025 | CWM LLC | 11,662 | $446K | 0.0% | +2.5% | 0.063% | |
| 7/22/2025 | Evensky & Katz LLC | 912,091 | $34.91M | 2.1% | -5.2% | 4.930% | |
| 7/22/2025 | Merit Financial Group LLC | 160,913 | $6.16M | 0.1% | -19.9% | 0.870% | |
| 7/22/2025 | Simplicity Wealth LLC | 213,746 | $8.18M | 0.3% | +311.5% | 1.155% | |
| 7/21/2025 | Ameriflex Group Inc. | 3,375 | $128K | 0.1% | +209.1% | 0.018% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 22,668 | $868K | 0.1% | +1.6% | 0.123% | |
| 7/18/2025 | Cooper Financial Group | 36,709 | $1.41M | 0.2% | -2.8% | 0.198% | |
| 7/16/2025 | ORG Partners LLC | 7,672 | $293K | 0.1% | N/A | 0.041% | |
| 7/16/2025 | Magnus Financial Group LLC | 320,286 | $12.26M | 1.1% | +1.1% | 1.731% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 96,092 | $3.68M | 0.0% | +449.7% | 0.519% | |
| 5/19/2025 | Jane Street Group LLC | 144,236 | $5.04M | 0.0% | +49.2% | 0.771% | |
| 5/15/2025 | Royal Bank of Canada | 95,480 | $3.34M | 0.0% | -16.0% | 0.511% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 9,542,406 | $333.51M | 0.3% | +3.3% | 51.029% | |
| 5/14/2025 | Flow Traders U.S. LLC | 554,453 | $19.38M | 0.8% | +133.9% | 2.965% | |
| 5/13/2025 | Raymond James Financial Inc. | 709,142 | $24.78M | 0.0% | -3.1% | 3.792% | |
| 5/13/2025 | Evensky & Katz LLC | 962,468 | $33.64M | 2.3% | -1.9% | 5.147% | |
| 5/13/2025 | HighTower Advisors LLC | 27,714 | $969K | 0.0% | -38.8% | 0.148% | |
| 5/12/2025 | Cooper Financial Group | 37,785 | $1.32M | 0.2% | -45.2% | 0.202% | |
| 5/7/2025 | LPL Financial LLC | 658,641 | $23.02M | 0.0% | -51.3% | 3.522% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 17,936 | $627K | 0.0% | +36.6% | 0.096% | |
| 5/5/2025 | Private Advisor Group LLC | 17,660 | $617K | 0.0% | +1.7% | 0.094% | |
| 5/1/2025 | CWM LLC | 11,373 | $397K | 0.0% | -21.1% | 0.061% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 11,694 | $409K | 0.1% | +30.5% | 0.063% | |
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| 4/30/2025 | Crossmark Global Holdings Inc. | 74,853 | $2.62M | 0.0% | N/A | 0.405% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 547,227 | $19.13M | 0.0% | -1.7% | 2.958% | |
| 4/29/2025 | Strategic Blueprint LLC | 6,010 | $210K | 0.0% | -17.2% | 0.032% | |
| 4/28/2025 | D.A. Davidson & CO. | 46,282 | $1.62M | 0.0% | -7.1% | 0.250% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 41,159 | $1.44M | 0.0% | -1.4% | 0.222% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 10,666 | $373K | 0.0% | -5.9% | 0.058% | |
| 4/15/2025 | Simplicity Wealth LLC | 51,943 | $1.82M | 0.1% | N/A | 0.281% | |
| 4/14/2025 | FFG Retirement Advisors LLC | 64,165 | $2.24M | 1.5% | -26.6% | 0.347% | |
| 4/11/2025 | Magnus Financial Group LLC | 316,749 | $11.07M | 1.1% | +3.4% | 1.658% | |
| 4/11/2025 | Northwest Financial Advisors | 32,998 | $1.15M | 1.0% | +16.4% | 0.173% | |
| 4/10/2025 | Rialto Wealth Management LLC | 2,552 | $89K | 0.0% | -13.2% | 0.013% | |
| 4/9/2025 | Merit Financial Group LLC | 200,798 | $7.02M | 0.1% | -55.4% | 1.051% | |
| 2/28/2025 | Brooklyn FI LLC | 160,512 | $5.39M | 0.9% | N/A | 0.832% | |
| 2/17/2025 | Evensky & Katz LLC | 980,849 | $31.46M | 2.1% | +0.6% | 4.671% | |
| 2/17/2025 | CoreCap Advisors LLC | 17,397 | $558K | 0.0% | N/A | 0.083% | |
| 2/17/2025 | Bank of America Corp DE | 371,614 | $11.92M | 0.0% | -5.2% | 1.770% | |
| 2/17/2025 | Ameriprise Financial Inc. | 106,278 | $3.41M | 0.0% | +67.3% | 0.506% | |
| 2/14/2025 | Jane Street Group LLC | 96,698 | $3.10M | 0.0% | -23.2% | 0.460% | |
| 2/13/2025 | Raymond James Financial Inc. | 732,183 | $23.48M | 0.0% | N/A | 3.487% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 556,472 | $17.85M | 0.0% | -11.5% | 2.650% | |
| 2/13/2025 | Wells Fargo & Company MN | 449,988 | $14.43M | 0.0% | +8.4% | 2.143% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 163,559 | $5.25M | 0.1% | -4.1% | 0.779% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,722 | $216K | 0.0% | +220.1% | 0.032% | |
| 2/11/2025 | LPL Financial LLC | 1,351,370 | $43.34M | 0.0% | +4.7% | 6.435% | |
| 2/11/2025 | SigFig Wealth Management LLC | 17,615 | $565K | 0.0% | +5.0% | 0.084% | |
| 2/11/2025 | Brooklyn FI LLC | 160,512 | $5.39M | 0.0% | N/A | 0.764% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 726,917 | $23.31M | 0.0% | -24.7% | 3.462% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 99,583 | $3.19M | 0.0% | -21.7% | 0.474% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 13,126 | $421K | 0.0% | -4.0% | 0.063% | |
| 2/7/2025 | HighTower Advisors LLC | 45,297 | $1.45M | 0.0% | -5.2% | 0.216% | |
| 2/7/2025 | Rialto Wealth Management LLC | 2,941 | $94K | 0.0% | N/A | 0.014% | |
| 2/6/2025 | Raymond James Financial Inc. | 732,183 | $23.48M | 0.0% | N/A | 3.487% | |
| 2/6/2025 | Jones Financial Companies Lllp | 93,483 | $3.00M | 0.0% | +134.8% | 0.445% | |
| 1/30/2025 | Principal Securities Inc. | 8,031 | $258K | 0.0% | +12.0% | 0.038% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 16,749 | $537K | 0.0% | +7.7% | 0.080% | |
| 1/23/2025 | Institute for Wealth Management LLC. | 22,240 | $713K | 0.1% | +4.3% | 0.106% | |
| 1/23/2025 | Strategic Blueprint LLC | 7,256 | $233K | 0.0% | -21.7% | 0.035% | |
| 1/22/2025 | FFG Retirement Advisors LLC | 87,467 | $2.81M | 1.8% | +5.2% | 0.417% | |
| 1/22/2025 | Northwest Financial Advisors | 28,342 | $909K | 0.8% | +42.0% | 0.135% | |
| 1/17/2025 | Magnus Financial Group LLC | 306,441 | $9.83M | 0.9% | +2.8% | 1.459% | |
| 1/15/2025 | Merit Financial Group LLC | 450,167 | $14.44M | 0.3% | +1.2% | 2.144% | |
| 1/13/2025 | Cooper Financial Group | 69,011 | $2.21M | 0.3% | -3.1% | 0.329% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 170,546 | $6.03M | 0.1% | -12.5% | 0.812% | |
| 11/15/2024 | Zacks Investment Management | 5,935 | $210K | 0.0% | N/A | 0.028% | |
| 11/15/2024 | Jane Street Group LLC | 125,943 | $4.45M | 0.0% | -25.4% | 0.600% | |
| 11/14/2024 | Flow Traders U.S. LLC | 22,346 | $790K | 0.0% | -86.9% | 0.106% | |
| 11/13/2024 | D.A. Davidson & CO. | 50,043 | $1.77M | 0.0% | -5.1% | 0.238% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 9,234,074 | $326.52M | 0.3% | -1.1% | 43.972% | |
| 11/8/2024 | First Horizon Advisors Inc. | 3,398 | $120K | 0.0% | N/A | 0.016% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 964,990 | $34.12M | 0.1% | -30.1% | 4.595% | |
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| 11/6/2024 | OneDigital Investment Advisors LLC | 5,921 | $209K | 0.0% | N/A | 0.028% | |
| 10/25/2024 | TNF LLC | 15,021 | $509K | 0.2% | +9.5% | 0.072% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 17,530 | $620K | 0.0% | -14.0% | 0.083% | |
| 10/23/2024 | FFG Retirement Advisors LLC | 83,140 | $2.94M | 1.9% | +2.2% | 0.396% | |
| 10/22/2024 | Private Advisor Group LLC | 17,397 | $615K | 0.0% | -95.1% | 0.083% | |
| 10/18/2024 | Raymond James & Associates | 66,557 | $2.35M | 0.0% | +9.8% | 0.317% | |
| 10/15/2024 | Magnus Financial Group LLC | 298,124 | $10.54M | 1.1% | +1.4% | 1.420% | |
| 10/8/2024 | Evensky & Katz LLC | 975,172 | $34.48M | 2.2% | -1.1% | 4.644% | |
| 8/15/2024 | The Manufacturers Life Insurance Company | 9,337,004 | $311.39M | 0.3% | -1.9% | 44.462% | |
| 8/15/2024 | Daymark Wealth Partners LLC | 18,472 | $616K | 0.0% | -2.8% | 0.088% | |
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