| 8/1/2025 | Envestnet Asset Management Inc. | 10,945 | $1.14M | 0.0% | +10.8% | 0.317% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 10,851 | $1.14M | 0.2% | +32.8% | 0.315% | |
| 7/29/2025 | Goldstein Advisors LLC | 11,442 | $1.19M | 0.2% | -1.4% | 0.332% | |
| 7/22/2025 | MAS Advisors LLC | 21,838 | $2.27M | 3.7% | -13.7% | 0.633% | |
| 7/22/2025 | Appleton Partners Inc. MA | 88,477 | $9.18M | 0.6% | +0.9% | 2.565% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 302 | $31K | 0.0% | N/A | 0.009% | |
| 7/21/2025 | 1900 Wealth Management LLC | 47,540 | $4.93M | 0.4% | -3.2% | 1.378% | |
| 7/18/2025 | Trilogy Capital Inc. | 22,674 | $2.35M | 0.1% | -19.0% | 0.657% | |
| 7/17/2025 | Fifth Third Securities Inc. | 4,590 | $476K | 0.0% | +3.1% | 0.133% | |
| 7/17/2025 | Albion Financial Group UT | 936 | $97K | 0.0% | -41.9% | 0.027% | |
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| 7/17/2025 | KWB Wealth | 17,998 | $1.81M | 0.2% | +3.4% | 0.522% | |
| 7/15/2025 | RVW Wealth LLC | 68,206 | $7.07M | 0.6% | -1.4% | 1.977% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 150,959 | $15.66M | 0.5% | +8.1% | 4.440% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 9,764 | $1.01M | 0.2% | -22.3% | 0.287% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 26,846 | $2.70M | 0.0% | -38.3% | 0.790% | |
| 5/15/2025 | Royal Bank of Canada | 45,070 | $4.53M | 0.0% | +2.0% | 1.288% | |
| 5/14/2025 | CreativeOne Wealth LLC | 219,073 | $22.03M | 0.7% | -3.3% | 6.259% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,084 | $914K | 0.0% | -2.6% | 0.260% | |
| 5/14/2025 | Kestra Advisory Services LLC | 25,597 | $2.57M | 0.0% | +3.0% | 0.731% | |
| 5/14/2025 | MAS Advisors LLC | 25,303 | $2.55M | 3.9% | +44.1% | 0.723% | |
| 5/13/2025 | LWM Advisory Services LLC | 15,100 | $1.52M | 1.1% | -2.7% | 0.431% | |
| 5/13/2025 | HighTower Advisors LLC | 299,534 | $30.13M | 0.0% | +2.3% | 8.558% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 9,768 | $982K | 0.0% | +1.8% | 0.279% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 4,889 | $491K | 0.0% | -33.1% | 0.140% | |
| 5/8/2025 | Harbour Investments Inc. | 6,722 | $676K | 0.0% | -2.1% | 0.192% | |
| 5/8/2025 | RVW Wealth LLC | 69,200 | $6.96M | 0.7% | -5.0% | 1.977% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 85,676 | $8.62M | 0.7% | +106.3% | 2.448% | |
| 5/7/2025 | Nottingham Advisors Inc. | 5,329 | $536K | 0.1% | -3.2% | 0.152% | |
| 5/7/2025 | LPL Financial LLC | 222,291 | $22.36M | 0.0% | -3.4% | 6.351% | |
| 5/7/2025 | Trilogy Capital Inc. | 27,990 | $2.82M | 0.1% | -80.5% | 0.800% | |
| 5/6/2025 | Assetmark Inc. | 540 | $54K | 0.0% | +1,400.0% | 0.015% | |
| 5/6/2025 | Cetera Investment Advisers | 5,698 | $573K | 0.0% | -8.5% | 0.163% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 10,401 | $1.05M | 0.0% | +2.6% | 0.297% | |
| 5/6/2025 | PFG Advisors | 2,715 | $273K | 0.0% | -5.2% | 0.078% | |
| 5/5/2025 | Private Advisor Group LLC | 17,131 | $1.72M | 0.0% | +2.6% | 0.489% | |
| 5/1/2025 | Fifth Third Securities Inc. | 4,453 | $448K | 0.0% | -5.9% | 0.132% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 7,710 | $775K | 0.2% | -10.1% | 0.228% | |
| 4/30/2025 | Cerity Partners LLC | 702,656 | $70.67M | 0.1% | +2.1% | 20.789% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 5,162 | $519K | 0.0% | -45.5% | 0.153% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 9,875 | $993K | 0.0% | +1.4% | 0.292% | |
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| 4/29/2025 | Wayfinding Financial LLC | 281 | $28K | 0.0% | N/A | 0.008% | |
| 4/28/2025 | Private Trust Co. NA | 612 | $62K | 0.0% | +56.5% | 0.018% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 8,171 | $822K | 0.2% | +157.8% | 0.242% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 5,179 | $499K | 0.2% | N/A | 0.153% | |
| 4/25/2025 | Albion Financial Group UT | 1,610 | $162K | 0.0% | +72.0% | 0.048% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 372 | $37K | 0.0% | N/A | 0.011% | |
| 4/23/2025 | Archford Capital Strategies LLC | 10,693 | $1.08M | 0.2% | N/A | 0.316% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 86,439 | $8.69M | 0.0% | +44.1% | 2.557% | |
| 4/22/2025 | Appleton Partners Inc. MA | 87,687 | $8.82M | 0.7% | +1.0% | 2.594% | |
| 4/17/2025 | 1900 Wealth Management LLC | 49,100 | $4.94M | 0.4% | +3.8% | 1.453% | |
| 4/17/2025 | Good Life Advisors LLC | 26,546 | $2.67M | 0.2% | N/A | 0.785% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 139,692 | $14.05M | 0.5% | +32.6% | 4.133% | |
| 4/10/2025 | KWB Wealth | 17,401 | $1.78M | 0.2% | +5.5% | 0.446% | |
| 4/10/2025 | Teamwork Financial Advisors LLC | 2,216 | $223K | 0.0% | -98.3% | 0.057% | |
| 4/10/2025 | Richard P Slaughter Associates Inc | 12,562 | $1.26M | 0.3% | -8.4% | 0.322% | |
| 4/10/2025 | Apella Capital LLC | 12,144 | $1.16M | 0.0% | -2.2% | 0.311% | |
| 2/17/2025 | Bank of America Corp DE | 27,777 | $2.85M | 0.0% | +24.7% | 0.725% | |
| 2/14/2025 | Jane Street Group LLC | 4,968 | $509K | 0.0% | -36.3% | 0.130% | |
| 2/14/2025 | Stifel Financial Corp | 11,826 | $1.21M | 0.0% | +18.2% | 0.309% | |
| 2/14/2025 | GeoWealth Management LLC | 11,189 | $1.15M | 0.0% | -4.8% | 0.292% | |
| 2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 17,021 | $1.74M | 1.9% | N/A | 0.444% | |
| 2/13/2025 | CreativeOne Wealth LLC | 226,475 | $23.21M | 0.7% | +0.7% | 5.913% | |
| 2/13/2025 | Mariner LLC | 2,413 | $247K | 0.0% | -14.9% | 0.063% | |
| 2/13/2025 | Raymond James Financial Inc. | 16,409 | $1.68M | 0.0% | N/A | 0.428% | |
| 2/13/2025 | Cerity Partners LLC | 688,074 | $70.51M | 0.2% | -0.6% | 17.965% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 9,742 | $998K | 0.0% | +1.7% | 0.254% | |
| 2/12/2025 | Sanctuary Wealth Management L.L.C. | 1,654 | $170K | 0.1% | -9.2% | 0.043% | |
| 2/12/2025 | JPMorgan Chase & Co. | 16,591 | $1.70M | 0.0% | +6.9% | 0.433% | |
| 2/11/2025 | LPL Financial LLC | 230,050 | $23.57M | 0.0% | +6.9% | 6.007% | |
| 2/11/2025 | ZEGA Investments LLC | 4,270 | $456K | 0.1% | N/A | 0.111% | |
| 2/10/2025 | Gallacher Capital Management LLC | 13,373 | $1.37M | 0.7% | -2.6% | 0.349% | |
| 2/10/2025 | Harbour Investments Inc. | 6,863 | $703K | 0.0% | +2.6% | 0.179% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 25,198 | $2.58M | 0.0% | +7.2% | 0.658% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 2,895 | $297K | 0.0% | -14.8% | 0.076% | |
| 2/7/2025 | PFG Advisors | 2,863 | $293K | 0.0% | -3.4% | 0.075% | |
| 2/7/2025 | HighTower Advisors LLC | 292,701 | $29.99M | 0.0% | +0.2% | 7.642% | |
| 2/6/2025 | Raymond James Financial Inc. | 16,409 | $1.68M | 0.0% | N/A | 0.428% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,038 | $106K | 0.0% | N/A | 0.027% | |
| 2/6/2025 | Jones Financial Companies Lllp | 26,894 | $2.76M | 0.0% | +107.2% | 0.702% | |
| 2/5/2025 | Private Trust Co. NA | 391 | $40K | 0.0% | -23.6% | 0.010% | |
| 2/4/2025 | LWM Advisory Services LLC | 15,522 | $1.59M | 1.1% | +9.9% | 0.405% | |
| 1/31/2025 | Sanctuary Advisors LLC | 45,578 | $4.86M | 0.0% | +1.4% | 1.190% | |
| 1/30/2025 | Principal Securities Inc. | 1,793 | $184K | 0.0% | +108.5% | 0.047% | |
| 1/28/2025 | Appleton Partners Inc. MA | 86,798 | $8.89M | 0.7% | -1.4% | 2.266% | |
| 1/28/2025 | Landmark Wealth Management Inc. | 6,698 | $686K | 0.3% | -4.3% | 0.175% | |
| 1/28/2025 | 1900 Wealth Management LLC | 47,289 | $4.85M | 0.4% | -0.5% | 1.235% | |
| 1/27/2025 | Trilogy Capital Inc. | 143,328 | $14.69M | 0.8% | -1.1% | 3.742% | |
| 1/27/2025 | Choreo LLC | 8,191 | $839K | 0.0% | -7.9% | 0.214% | |
| 1/27/2025 | MAS Advisors LLC | 17,559 | $1.80M | 3.0% | N/A | 0.458% | |
| 1/24/2025 | Adamsbrown Wealth Consultants LLC | 4,017 | $412K | 0.1% | -12.0% | 0.105% | |
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| 1/24/2025 | Journey Strategic Wealth LLC | 10,137 | $1.04M | 0.0% | +15.0% | 0.265% | |
| 1/24/2025 | N.E.W. Advisory Services LLC | 41,527 | $4.26M | 0.4% | -18.3% | 1.084% | |
| 1/23/2025 | Fifth Third Securities Inc. | 4,734 | $485K | 0.0% | +2.6% | 0.124% | |
| 1/23/2025 | RVW Wealth LLC | 72,808 | $7.46M | 0.7% | -0.8% | 1.901% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 8,579 | $879K | 0.2% | -82.0% | 0.224% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 105,315 | $10.79M | 0.5% | +9.1% | 2.750% | |
| 1/17/2025 | Goldstein Advisors LLC | 11,519 | $1.18M | 0.2% | -3.6% | 0.301% | |
| 1/17/2025 | Teamwork Financial Advisors LLC | 126,823 | $13.00M | 1.7% | +7.4% | 3.311% | |
| 1/14/2025 | Apella Capital LLC | 12,413 | $1.27M | 0.0% | -7.8% | 0.324% | |
| 1/14/2025 | Richard P Slaughter Associates Inc | 13,710 | $1.41M | 0.3% | +3.9% | 0.358% | |
