| 8/26/2025 | Thrivent Financial for Lutherans | 111,557 | $5.29M | 0.0% | N/A | 0.765% | |
| 8/15/2025 | Captrust Financial Advisors | 64,632 | $3.07M | 0.0% | -0.8% | 0.443% | |
| 8/15/2025 | Visionary Wealth Advisors | 187,727 | $8.91M | 0.5% | +42.4% | 1.288% | |
| 8/15/2025 | MML Investors Services LLC | 25,883 | $1.23M | 0.0% | -55.0% | 0.178% | |
| 8/15/2025 | EP Wealth Advisors LLC | 1,863,913 | $88.42M | 0.6% | +48.7% | 12.784% | |
| 8/14/2025 | Jane Street Group LLC | 216,731 | $10.28M | 0.0% | +220.5% | 1.486% | |
| 8/14/2025 | Raymond James Financial Inc. | 37,697 | $1.79M | 0.0% | +2.9% | 0.259% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 45,473 | $2.16M | 0.2% | +195.4% | 0.312% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 25,327 | $1.20M | 0.1% | +1.3% | 0.174% | |
| 8/14/2025 | Heritage Wealth Management Inc. | 48,165 | $2.29M | 0.7% | -4.8% | 0.330% | |
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| 8/13/2025 | Flow Traders U.S. LLC | 46,847 | $2.22M | 0.1% | N/A | 0.321% | |
| 8/13/2025 | Milestone Investment Advisors LLC | 91,435 | $4.34M | 1.1% | -1.3% | 0.627% | |
| 8/13/2025 | GeoWealth Management LLC | 23,027 | $1.09M | 0.0% | -7.3% | 0.158% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,627 | $77K | 0.0% | N/A | 0.011% | |
| 8/12/2025 | Global Retirement Partners LLC | 33,836 | $1.61M | 0.0% | N/A | 0.232% | |
| 8/12/2025 | Barnes Pettey Financial Advisors LLC | 11,607 | $551K | 0.4% | N/A | 0.080% | |
| 8/12/2025 | MAI Capital Management | 59,659 | $2.83M | 0.0% | -5.7% | 0.409% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,398,693 | $66.35M | 0.0% | +1.6% | 9.593% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 46,870 | $2.22M | 0.0% | +4.5% | 0.342% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 5,147 | $244K | 0.0% | +19.4% | 0.038% | |
| 8/6/2025 | Prospera Financial Services Inc | 5,759 | $273K | 0.0% | N/A | 0.042% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 6,205 | $294K | 0.2% | -62.2% | 0.045% | |
| 8/5/2025 | BCGM Wealth Management LLC | 26,197 | $1.24M | 0.4% | +17.0% | 0.191% | |
| 8/5/2025 | Frederick Financial Consultants LLC | 23,765 | $1.13M | 0.7% | +13.3% | 0.173% | |
| 8/5/2025 | Beam Wealth Advisors Inc. | 29,895 | $1.42M | 0.4% | +0.9% | 0.218% | |
| 8/4/2025 | Bridgewealth Advisory Group LLC | 297,180 | $14.10M | 3.6% | +1,425.4% | 2.168% | |
| 8/4/2025 | Noesis Capital Mangement Corp | 54,244 | $2.57M | 0.4% | -14.7% | 0.396% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,644 | $790K | 0.0% | +18.8% | 0.121% | |
| 7/31/2025 | Interchange Capital Partners LLC | 16,115 | $764K | 0.2% | +18.5% | 0.118% | |
| 7/30/2025 | D.A. Davidson & CO. | 56,033 | $2.66M | 0.0% | -2.3% | 0.409% | |
| 7/29/2025 | Roof Eidam Maycock Peralta LLC | 307,590 | $14.59M | 3.6% | +0.6% | 2.244% | |
| 7/28/2025 | 5th Street Advisors LLC | 374,706 | $17.78M | 8.8% | -12.8% | 2.733% | |
| 7/25/2025 | CWM LLC | 686,431 | $32.56M | 0.1% | -2.8% | 5.007% | |
| 7/24/2025 | Leo Wealth LLC | 7,303 | $346K | 0.0% | N/A | 0.053% | |
| 7/23/2025 | Bellevue Asset Management LLC | 84,916 | $4.03M | 2.0% | N/A | 0.619% | |
| 7/23/2025 | Roberts Wealth Advisors LLC | 266,880 | $12.66M | 3.6% | +103.8% | 1.947% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 10,079 | $478K | 0.2% | +8.7% | 0.074% | |
| 7/21/2025 | AIFG Consultants Ltd. | 16,897 | $802K | 1.6% | +65.2% | 0.123% | |
| 7/17/2025 | HB Wealth Management LLC | 1,111,660 | $52.74M | 0.4% | -0.7% | 8.108% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 39,344 | $1.87M | 0.1% | -1.9% | 0.287% | |
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| 7/16/2025 | Perigon Wealth Management LLC | 119,131 | $5.65M | 0.1% | +8.7% | 0.869% | |
| 7/15/2025 | Signet Financial Management LLC | 11,393 | $540K | 0.1% | N/A | 0.083% | |
| 7/15/2025 | CGN Advisors LLC | 5,528 | $262K | 0.0% | +20.0% | 0.040% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 259,727 | $12.23M | 0.0% | -86.5% | 1.894% | |
| 7/8/2025 | 21 West Wealth Management LLC | 61,246 | $2.91M | 2.9% | N/A | 0.447% | |
| 5/19/2025 | Jane Street Group LLC | 67,620 | $3.19M | 0.0% | N/A | 0.542% | |
| 5/16/2025 | HFM Investment Advisors LLC | 4,301 | $203K | 0.1% | N/A | 0.034% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 16,426 | $775K | 0.5% | +53.2% | 0.132% | |
| 5/16/2025 | 5th Street Advisors LLC | 429,640 | $20.28M | 9.8% | +0.9% | 3.445% | |
| 5/15/2025 | Promethium Advisors LLC | 34,390 | $1.62M | 1.0% | N/A | 0.276% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,253,794 | $59.19M | 0.5% | +2.0% | 10.054% | |
| 5/15/2025 | MAI Capital Management | 63,254 | $2.99M | 0.0% | -0.4% | 0.507% | |
| 5/15/2025 | TD Capital Management LLC | 116,059 | $5.48M | 0.6% | +46.6% | 0.931% | |
| 5/15/2025 | Tortoise Investment Management LLC | 9,485 | $448K | 0.0% | -9.5% | 0.076% | |
| 5/14/2025 | Southeast Asset Advisors LLC | 19,293 | $911K | 0.1% | +10.2% | 0.155% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 4,426 | $209K | 0.1% | N/A | 0.035% | |
| 5/14/2025 | Tradition Wealth Management LLC | 69,024 | $3.26M | 0.3% | -19.6% | 0.554% | |
| 5/13/2025 | Bridgewealth Advisory Group LLC | 19,482 | $920K | 1.2% | -93.5% | 0.156% | |
| 5/13/2025 | HighTower Advisors LLC | 274,100 | $12.94M | 0.0% | -4.9% | 2.198% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 29,617 | $1.40M | 0.5% | +1.2% | 0.238% | |
| 5/9/2025 | Roof Eidam Maycock Peralta LLC | 305,707 | $14.43M | 3.8% | -0.9% | 2.452% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 4,309 | $203K | 0.0% | +119.4% | 0.035% | |
| 5/8/2025 | BCGM Wealth Management LLC | 22,398 | $1.06M | 0.3% | +10.6% | 0.180% | |
| 5/7/2025 | HB Wealth Management LLC | 1,119,948 | $52.87M | 0.4% | N/A | 8.981% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 9,273 | $437K | 0.2% | +12.1% | 0.074% | |
| 5/6/2025 | Noesis Capital Mangement Corp | 63,616 | $3.00M | 0.6% | -2.8% | 0.510% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 25,011 | $1.18M | 0.1% | +1.2% | 0.201% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 44,866 | $2.12M | 0.0% | +0.8% | 0.362% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 20,969 | $990K | 0.7% | N/A | 0.169% | |
| 5/1/2025 | CWM LLC | 706,243 | $33.34M | 0.1% | +306.7% | 5.705% | |
| 5/1/2025 | SkyOak Wealth LLC | 215,090 | $10.15M | 2.2% | +10.5% | 1.737% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 50,620 | $2.39M | 0.8% | -5.3% | 0.409% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 14,011 | $661K | 0.0% | +197.9% | 0.113% | |
| 4/28/2025 | D.A. Davidson & CO. | 57,336 | $2.71M | 0.0% | -0.7% | 0.463% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 92,681 | $4.38M | 1.2% | -7.2% | 0.749% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 13,261 | $626K | 0.3% | -39.5% | 0.107% | |
| 4/25/2025 | MidAtlantic Capital Management Inc. | 15,099 | $713K | 0.6% | +2.2% | 0.122% | |
| 4/23/2025 | Perigon Wealth Management LLC | 109,645 | $5.18M | 0.1% | +23.6% | 0.886% | |
| 4/23/2025 | AIFG Consultants Ltd. | 10,229 | $483K | 0.8% | +123.5% | 0.083% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,980 | $424K | 0.0% | -16.8% | 0.073% | |
| 4/21/2025 | Roberts Wealth Advisors LLC | 130,957 | $6.18M | 1.9% | N/A | 1.058% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 1,917,581 | $90.53M | 0.2% | +6.5% | 15.489% | |
| 4/15/2025 | Transform Wealth LLC | 164,368 | $7.76M | 0.5% | +39.4% | 1.328% | |
| 4/14/2025 | LexAurum Advisors LLC | 24,560 | $1.16M | 0.2% | +10.9% | 0.198% | |
| 4/10/2025 | CGN Advisors LLC | 4,606 | $217K | 0.0% | -23.5% | 0.035% | |
| 4/8/2025 | Lowe Wealth Advisors LLC | 23,717 | $1.12M | 0.5% | +6.8% | 0.178% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,801,181 | $83.99M | 0.2% | +1,355.8% | 13.802% | |
| 2/21/2025 | WNY Asset Management LLC | 4,612 | $215K | 0.0% | N/A | 0.037% | |
| 2/17/2025 | Waverly Advisors LLC | 140,030 | $6.53M | 0.1% | +4.5% | 1.537% | |
| 2/17/2025 | EP Wealth Advisors LLC | 1,229,803 | $57.35M | 0.5% | +6.7% | 13.499% | |
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| 2/17/2025 | Captrust Financial Advisors | 67,677 | $3.16M | 0.0% | +1,336.0% | 0.743% | |
| 2/17/2025 | Citadel Advisors LLC | 25,454 | $1.19M | 0.0% | +96.8% | 0.279% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 24,714 | $1.15M | 0.1% | +1.2% | 0.271% | |
| 2/14/2025 | Bridgewealth Advisory Group LLC | 298,047 | $13.94M | 4.0% | +12.3% | 3.272% | |
| 2/14/2025 | Shorepoint Capital Partners LLC | 219,550 | $10.24M | 2.3% | +1.2% | 2.410% | |
| 2/14/2025 | Tradition Wealth Management LLC | 85,894 | $4.01M | 0.4% | -3.5% | 0.943% | |
| 2/14/2025 | GeoWealth Management LLC | 31,869 | $1.49M | 0.0% | -9.7% | 0.350% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 4,465 | $208K | 0.0% | N/A | 0.049% | |
| 2/13/2025 | Legacy Investment Solutions LLC | 10,720 | $501K | 0.3% | -31.2% | 0.118% | |
| 2/13/2025 | Raymond James Financial Inc. | 30,342 | $1.42M | 0.0% | N/A | 0.333% | |
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