| 5/19/2025 | Jane Street Group LLC | 13,156 | $797K | 0.0% | N/A | 0.069% | |
| 5/16/2025 | Ascent Group LLC | 10,587 | $642K | 0.0% | +37.8% | 0.056% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 26,898 | $1.63M | 0.0% | +266.6% | 0.141% | |
| 5/16/2025 | Kestra Investment Management LLC | 5,399 | $327K | 0.0% | +25.9% | 0.028% | |
| 5/16/2025 | NewEdge Advisors LLC | 46,109 | $2.79M | 0.0% | -12.9% | 0.242% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 57,571 | $3.49M | 0.0% | +0.3% | 0.302% | |
| 5/16/2025 | Copperleaf Capital LLC | 12,426 | $753K | 0.5% | +2.8% | 0.065% | |
| 5/15/2025 | One Wealth Capital Management LLC | 19,024 | $1.15M | 0.6% | +2.6% | 0.100% | |
| 5/15/2025 | Royal Bank of Canada | 85,272 | $5.17M | 0.0% | -0.4% | 0.448% | |
| 5/14/2025 | CreativeOne Wealth LLC | 18,131 | $1.10M | 0.0% | +11.9% | 0.095% | |
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| 5/14/2025 | Talisman Wealth Advisors LLC | 6,701 | $406K | 0.4% | +16.6% | 0.035% | |
| 5/14/2025 | Freedom Investment Management Inc. | 7,939 | $481K | 0.0% | +59.3% | 0.042% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 4,932 | $299K | 0.0% | -24.8% | 0.026% | |
| 5/14/2025 | Capital Analysts LLC | 8,122 | $492K | 0.0% | +6.5% | 0.043% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 24,534 | $1.49M | 0.0% | -2.4% | 0.129% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 57,486 | $3.48M | 0.0% | -2.1% | 0.302% | |
| 5/13/2025 | Gen Wealth Partners Inc | 8,163 | $495K | 0.2% | -3.4% | 0.043% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 14,517 | $880K | 0.0% | -13.4% | 0.076% | |
| 5/13/2025 | HighTower Advisors LLC | 28,441 | $1.72M | 0.0% | -4.8% | 0.149% | |
| 5/12/2025 | Meridian Wealth Management LLC | 3,655 | $222K | 0.0% | -6.9% | 0.019% | |
| 5/12/2025 | Maia Wealth LLC | 16,767 | $976K | 0.2% | -6.2% | 0.088% | |
| 5/12/2025 | Townsquare Capital LLC | 25,493 | $1.55M | 0.0% | -13.1% | 0.134% | |
| 5/12/2025 | Savvy Advisors Inc. | 6,951 | $421K | 0.0% | -11.7% | 0.036% | |
| 5/12/2025 | WBH Advisory Inc. | 8,783 | $532K | 0.0% | -2.1% | 0.046% | |
| 5/9/2025 | WealthShield Partners LLC | 498 | $30K | 0.0% | -69.1% | 0.003% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 108,901 | $6.60M | 0.1% | -5.3% | 0.572% | |
| 5/8/2025 | MGO One Seven LLC | 40,899 | $2.48M | 0.1% | -1.0% | 0.215% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 10,771 | $653K | 0.1% | -17.9% | 0.057% | |
| 5/8/2025 | Hoxton Planning & Management LLC | 9,919 | $601K | 0.2% | N/A | 0.052% | |
| 5/7/2025 | Financially Speaking Inc | 672 | $41K | 0.0% | -99.7% | 0.004% | |
| 5/7/2025 | LPL Financial LLC | 962,677 | $58.34M | 0.0% | +6.1% | 5.053% | |
| 5/7/2025 | Trilogy Capital Inc. | 6,316 | $383K | 0.0% | +19.8% | 0.033% | |
| 5/6/2025 | Assetmark Inc. | 113,728 | $6.89M | 0.0% | +0.6% | 0.597% | |
| 5/6/2025 | Cetera Investment Advisers | 289,001 | $17.52M | 0.0% | +13.0% | 1.517% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 23,818 | $1.44M | 0.0% | +14.1% | 0.125% | |
| 5/6/2025 | Tempus Wealth Planning LLC | 8,802 | $533K | 0.2% | +13.8% | 0.046% | |
| 5/6/2025 | One Wealth Advisors LLC | 150,957 | $9.15M | 1.4% | -6.4% | 0.792% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 4,709 | $285K | 0.0% | -5.5% | 0.025% | |
| 5/6/2025 | AE Wealth Management LLC | 4,022 | $244K | 0.0% | -24.5% | 0.021% | |
| 5/6/2025 | Venturi Wealth Management LLC | 10,969 | $665K | 0.0% | -9.6% | 0.058% | |
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| 5/5/2025 | West Wealth Group LLC | 9,938 | $605K | 0.2% | -21.7% | 0.052% | |
| 5/5/2025 | Wealth Alliance LLC | 30,032 | $1.82M | 0.2% | -3.7% | 0.158% | |
| 5/5/2025 | IFP Advisors Inc | 2,168 | $131K | 0.0% | N/A | 0.011% | |
| 5/5/2025 | EQ LLC | 11,013 | $667K | 0.3% | +10.7% | 0.058% | |
| 5/5/2025 | Diversify Advisory Services LLC | 17,575 | $1.06M | 0.1% | -25.3% | 0.092% | |
| 5/2/2025 | Theory Financial LLC | 13,295 | $806K | 0.3% | -2.2% | 0.070% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 10,822 | $656K | 0.6% | +3.9% | 0.057% | |
| 5/2/2025 | Apollon Wealth Management LLC | 4,498 | $273K | 0.0% | -19.5% | 0.024% | |
| 5/1/2025 | CWM LLC | 300,205 | $18.19M | 0.1% | -7.1% | 1.576% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 5,945 | $360K | 0.1% | +19.2% | 0.031% | |
| 4/30/2025 | Sharkey Howes & Javer | 60,993 | $3.70M | 0.5% | -4.5% | 0.320% | |
| 4/30/2025 | Cerity Partners LLC | 37,150 | $2.25M | 0.0% | -13.0% | 0.195% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 715 | $42K | 0.0% | N/A | 0.004% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 75,307 | $4.56M | 0.8% | -6.7% | 0.395% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,863,621 | $294.76M | 0.1% | -0.5% | 25.531% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 48,916 | $2.96M | 1.4% | +4.3% | 0.257% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 3,327 | $202K | 0.0% | N/A | 0.017% | |
| 4/29/2025 | Bank of New York Mellon Corp | 35,320 | $2.14M | 0.0% | +1.8% | 0.185% | |
| 4/29/2025 | World Investment Advisors | 26,748 | $1.62M | 0.0% | +13.5% | 0.140% | |
| 4/29/2025 | Strategic Blueprint LLC | 13,905 | $843K | 0.0% | -1.5% | 0.073% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 76,880 | $4.66M | 0.1% | -2.7% | 0.404% | |
| 4/28/2025 | Sterling Manor Financial LLC | 4,198 | $254K | 0.2% | +4.5% | 0.022% | |
| 4/28/2025 | First Horizon Advisors Inc. | 8,537 | $517K | 0.0% | -7.9% | 0.045% | |
| 4/28/2025 | Rossby Financial LCC | 2,904 | $174K | 0.1% | N/A | 0.015% | |
| 4/25/2025 | Sovran Advisors LLC | 6,196 | $354K | 0.0% | +54.9% | 0.033% | |
| 4/24/2025 | Golden State Wealth Management LLC | 476 | $29K | 0.0% | -89.8% | 0.002% | |
| 4/23/2025 | Lifelong Wealth Advisors Inc. | 11,503 | $697K | 0.3% | +20.8% | 0.060% | |
| 4/23/2025 | Perigon Wealth Management LLC | 53,085 | $3.22M | 0.1% | +30.9% | 0.279% | |
| 4/23/2025 | Golden State Wealth Management LLC | 952 | $58K | 0.0% | -79.6% | 0.005% | |
| 4/23/2025 | Keystone Financial Services | 18,811 | $1.14M | 0.4% | -1.0% | 0.099% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 61,155 | $3.71M | 0.0% | -1.8% | 0.321% | |
| 4/22/2025 | MBE Wealth Management LLC | 8,897 | $539K | 0.3% | N/A | 0.047% | |
| 4/22/2025 | Spectrum Planning & Advisory Services Inc. | 9,471 | $574K | 0.5% | +15.4% | 0.050% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 1,113,928 | $67.51M | 0.3% | -23.2% | 5.847% | |
| 4/21/2025 | Sofi Wealth LLC | 33,543 | $2.03M | 0.2% | +655.6% | 0.176% | |
| 4/17/2025 | NBT Bank N A NY | 736 | $45K | 0.0% | N/A | 0.004% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 20,400 | $1.24M | 0.0% | -1.9% | 0.107% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 88,073 | $5.34M | 0.0% | +0.7% | 0.462% | |
| 4/17/2025 | Dohj LLC | 16,570 | $1.00M | 0.2% | +1.8% | 0.087% | |
| 4/15/2025 | Braun Bostich & Associates Inc. | 6,077 | $368K | 0.3% | -3.8% | 0.032% | |
| 4/15/2025 | Simplicity Wealth LLC | 4,941 | $299K | 0.0% | N/A | 0.026% | |
| 4/14/2025 | Farther Finance Advisors LLC | 21,698 | $1.32M | 0.0% | +61.8% | 0.114% | |
| 4/14/2025 | Park Avenue Securities LLC | 445,952 | $27.03M | 0.3% | +0.4% | 2.341% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 8,179 | $496K | 0.1% | -3.9% | 0.043% | |
| 4/11/2025 | Sovereign Financial Group Inc. | 6,295 | $382K | 0.1% | +6.7% | 0.033% | |
| 4/9/2025 | RFG Advisory LLC | 27,500 | $1.67M | 0.0% | +20.4% | 0.144% | |
| 4/9/2025 | Merit Financial Group LLC | 20,783 | $1.26M | 0.0% | +407.5% | 0.109% | |
| 4/9/2025 | SigFig Wealth Management LLC | 49,723 | $3.00M | 0.1% | -2.6% | 0.261% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 1,569 | $95K | 0.0% | -32.7% | 0.008% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,208 | $334K | 0.0% | N/A | 0.027% | |
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| 2/28/2025 | BridgePort Financial Solutions LLC | 3,339 | $213K | 0.1% | N/A | 0.017% | |
| 2/26/2025 | Capital A Wealth Management LLC | 815 | $52K | 0.1% | N/A | 0.004% | |
| 2/25/2025 | Armis Advisers LLC | 8,747 | $560K | 0.1% | N/A | 0.045% | |
| 2/24/2025 | Ameriflex Group Inc. | 389 | $26K | 0.0% | N/A | 0.002% | |
| 2/21/2025 | Ascent Group LLC | 7,685 | $492K | 0.0% | -17.3% | 0.039% | |
| 2/20/2025 | Drucker Wealth 3.0 LLC | 3,126 | $200K | 0.0% | N/A | 0.016% | |
| 2/18/2025 | Continuum Advisory LLC | 2,411 | $154K | 0.0% | -9.0% | 0.011% | |
| 2/18/2025 | Talisman Wealth Advisors LLC | 5,745 | $368K | 0.4% | +11.6% | 0.027% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 23,167 | $1.48M | 0.0% | +4.9% | 0.110% | |
| 2/17/2025 | LifePlan Investment Advisors Inc. | 13,531 | $867K | 0.5% | +32.8% | 0.064% | |
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