| 8/8/2025 | Rockefeller Capital Management L.P. | 17,560 | $879K | 0.0% | +7.0% | 0.073% | |
| 8/6/2025 | AE Wealth Management LLC | 8,641 | $433K | 0.0% | -14.6% | 0.036% | |
| 8/6/2025 | Golden State Wealth Management LLC | 23,245 | $1.16M | 0.1% | +5.6% | 0.097% | |
| 8/6/2025 | ORBA Wealth Advisors L.L.C. | 33,772 | $1.69M | 1.5% | -53.8% | 0.141% | |
| 8/5/2025 | Astra Wealth Partners LLC | 7,800 | $390K | 0.3% | +5.1% | 0.033% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 11,757 | $589K | 0.0% | -17.8% | 0.049% | |
| 7/31/2025 | Ndwm LLC | 12,347 | $618K | 0.5% | -10.7% | 0.051% | |
| 7/31/2025 | Rational Advisors Inc. | 779,076 | $39.00M | 3.9% | -13.9% | 3.246% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 11,799 | $591K | 0.0% | N/A | 0.049% | |
| 7/28/2025 | Harbour Investments Inc. | 6,818 | $341K | 0.0% | +7.7% | 0.028% | |
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| 7/28/2025 | Innova Wealth Partners | 23,755 | $1.19M | 0.7% | -1.1% | 0.099% | |
| 7/25/2025 | RHS Financial LLC | 58,515 | $2.93M | 1.7% | +5.5% | 0.244% | |
| 7/25/2025 | CWM LLC | 1,263,664 | $63.26M | 0.2% | +6.0% | 5.265% | |
| 7/23/2025 | REAP Financial Group LLC | 18,562 | $929K | 0.2% | -6.1% | 0.077% | |
| 7/22/2025 | Belpointe Asset Management LLC | 23,516 | $1.18M | 0.0% | -23.2% | 0.098% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 920,204 | $46.07M | 1.1% | +1.8% | 3.818% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 4,626 | $232K | 0.2% | -24.0% | 0.019% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 6,002,518 | $300.49M | 15.7% | -0.3% | 24.907% | |
| 7/16/2025 | Perigon Wealth Management LLC | 4,922 | $246K | 0.0% | +7.1% | 0.020% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 37,579 | $1.88M | 0.5% | +4.6% | 0.156% | |
| 7/15/2025 | Accurate Wealth Management LLC | 23,199 | $1.17M | 0.2% | -11.3% | 0.096% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 16,739 | $838K | 0.8% | -2.0% | 0.069% | |
| 7/15/2025 | ACT Advisors LLC. | 15,923 | $797K | 0.4% | -1.3% | 0.066% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,920 | $196K | 0.0% | +181.0% | 0.016% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 437,657 | $22.00M | 0.0% | -10.9% | 1.816% | |
| 7/10/2025 | Professional Financial Advisors LLC | 477,465 | $23.90M | 5.5% | +5.6% | 1.981% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 5,110 | $256K | 0.0% | -7.4% | 0.021% | |
| 7/9/2025 | Fermata Advisors LLC | 112,867 | $5.65M | 1.5% | +9.8% | 0.468% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 31,093 | $1.55M | 0.2% | -5.2% | 0.129% | |
| 5/20/2025 | Belpointe Asset Management LLC | 30,607 | $1.39M | 0.1% | -15.4% | 0.124% | |
| 5/19/2025 | Jane Street Group LLC | 27,922 | $1.27M | 0.0% | N/A | 0.114% | |
| 5/16/2025 | NewEdge Advisors LLC | 18,732 | $849K | 0.0% | -11.1% | 0.076% | |
| 5/16/2025 | AQR Capital Management LLC | 265,752 | $12.04M | 0.0% | +27.2% | 1.080% | |
| 5/15/2025 | OLD Mission Capital LLC | 21,588 | $978K | 0.0% | N/A | 0.088% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 1,822 | $82K | 0.0% | +1,418.3% | 0.007% | |
| 5/14/2025 | Kestra Advisory Services LLC | 84,378 | $3.82M | 0.0% | +11.0% | 0.343% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 5,842 | $265K | 0.2% | +21.4% | 0.024% | |
| 5/9/2025 | Costello Asset Management INC | 910 | $41K | 0.0% | N/A | 0.004% | |
| 5/9/2025 | Bravias Capital Group LLC | 76,794 | $3.48M | 2.8% | -2.0% | 0.312% | |
| 5/8/2025 | Harbour Investments Inc. | 6,330 | $287K | 0.0% | +13.7% | 0.026% | |
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| 5/7/2025 | LPL Financial LLC | 448,283 | $20.31M | 0.0% | +4.0% | 1.822% | |
| 5/6/2025 | Cetera Investment Advisers | 560,882 | $25.41M | 0.0% | -1.9% | 2.280% | |
| 5/6/2025 | AE Wealth Management LLC | 10,124 | $459K | 0.0% | -24.8% | 0.041% | |
| 5/6/2025 | SYM FINANCIAL Corp | 594 | $27K | 0.0% | N/A | 0.002% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 9,355 | $424K | 0.0% | -24.0% | 0.038% | |
| 5/5/2025 | Private Advisor Group LLC | 75,740 | $3.43M | 0.0% | -10.2% | 0.309% | |
| 5/5/2025 | Transce3nd LLC | 5,487 | $249K | 0.1% | -17.5% | 0.022% | |
| 5/2/2025 | Ndwm LLC | 13,828 | $627K | 0.6% | -8.1% | 0.056% | |
| 5/1/2025 | CWM LLC | 1,192,606 | $54.04M | 0.2% | +2.5% | 4.858% | |
| 5/1/2025 | Rational Advisors Inc. | 904,332 | $40.98M | 4.1% | -16.3% | 3.684% | |
| 4/30/2025 | Sierra Capital LLC | 21,439 | $971K | 0.1% | -38.4% | 0.087% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 14,309 | $648K | 0.0% | -20.1% | 0.058% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 755,731 | $34.24M | 0.4% | +1.5% | 3.078% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 17,083 | $774K | 0.8% | +4.1% | 0.070% | |
| 4/24/2025 | Golden State Wealth Management LLC | 22,014 | $997K | 0.1% | +16.0% | 0.090% | |
| 4/23/2025 | Golden State Wealth Management LLC | 44,018 | $2.00M | 0.1% | +131.9% | 0.179% | |
| 4/23/2025 | Leading Edge Financial Planning LLC | 35,934 | $1.63M | 0.5% | -3.5% | 0.146% | |
| 4/23/2025 | Professional Financial Advisors LLC | 452,243 | $20.49M | 5.2% | +3.2% | 1.842% | |
| 4/21/2025 | WJ Interests LLC | 603,926 | $27.36M | 12.7% | -26.7% | 2.460% | |
| 4/21/2025 | United Advisor Group LLC | 10,591 | $480K | 0.1% | +91.2% | 0.043% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 6,018,612 | $272.70M | 15.4% | -1.1% | 24.516% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 9,191 | $416K | 0.0% | N/A | 0.037% | |
| 4/17/2025 | Howard Bailey Securities LLC | 278,472 | $12.62M | 5.1% | -7.9% | 1.134% | |
| 4/17/2025 | RHS Financial LLC | 55,439 | $2.51M | 1.4% | -2.2% | 0.226% | |
| 4/17/2025 | ORBA Wealth Advisors L.L.C. | 73,053 | $3.31M | 1.7% | -0.4% | 0.298% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 491,369 | $22.26M | 0.0% | +5.7% | 2.002% | |
| 4/15/2025 | Accurate Wealth Management LLC | 26,166 | $1.13M | 0.2% | -70.8% | 0.107% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 904,188 | $40.97M | 1.1% | -0.1% | 3.683% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 5,516 | $250K | 0.0% | N/A | 0.022% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,395 | $64K | 0.0% | N/A | 0.006% | |
| 4/11/2025 | Safeguard Financial LLC | 13,251 | $600K | 0.1% | +14.5% | 0.053% | |
| 4/10/2025 | Fermata Advisors LLC | 102,831 | $4.66M | 0.8% | +2.4% | 0.413% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 465,062 | $21.71M | 0.0% | +10.3% | 1.868% | |
| 2/27/2025 | REAP Financial Group LLC | 24,836 | $1.16M | 0.3% | -15.1% | 0.100% | |
| 2/25/2025 | Armis Advisers LLC | 71,127 | $3.32M | 0.4% | N/A | 0.286% | |
| 2/24/2025 | Ameriflex Group Inc. | 11,642 | $561K | 0.3% | N/A | 0.047% | |
| 2/24/2025 | United Advisor Group LLC | 5,539 | $259K | 0.1% | N/A | 0.022% | |
| 2/18/2025 | Sunbelt Securities Inc. | 16,480 | $776K | 0.1% | -2.4% | 0.067% | |
| 2/17/2025 | Ground Swell Capital LLC | 4,347 | $203K | 0.3% | N/A | 0.018% | |
| 2/17/2025 | Cetera Investment Advisers | 571,718 | $26.69M | 0.1% | +1.3% | 2.334% | |
| 2/17/2025 | BNP Paribas Financial Markets | 319,826 | $14.93M | 0.0% | -6.8% | 1.305% | |
| 2/14/2025 | AQR Capital Management LLC | 208,849 | $9.75M | 0.0% | +17.9% | 0.852% | |
| 2/14/2025 | IHT Wealth Management LLC | 8,245 | $385K | 0.0% | -64.0% | 0.034% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 744,752 | $34.77M | 0.4% | +1.6% | 3.040% | |
| 2/14/2025 | Transce3nd LLC | 6,653 | $311K | 0.1% | N/A | 0.027% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,060 | $983K | 0.0% | N/A | 0.086% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,904 | $836K | 0.0% | -69.5% | 0.073% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 191,781 | $8.96M | 1.1% | +0.4% | 0.783% | |
| 2/12/2025 | Astra Wealth Partners LLC | 7,425 | $347K | 0.3% | N/A | 0.030% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 29,335 | $1.37M | 0.1% | -1.6% | 0.120% | |
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| 2/11/2025 | LPL Financial LLC | 430,903 | $20.12M | 0.0% | +45.2% | 1.759% | |
| 2/10/2025 | Cibc World Markets Corp | 83,257 | $3.89M | 0.0% | -1.7% | 0.340% | |
| 2/10/2025 | Harbour Investments Inc. | 5,565 | $260K | 0.0% | +27.2% | 0.023% | |
| 2/10/2025 | Corient Private Wealth LLC | 13,200 | $616K | 0.0% | +164.0% | 0.054% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 60,543 | $2.83M | 0.0% | -39.6% | 0.247% | |
| 2/7/2025 | Independent Advisor Alliance | 27,775 | $1.30M | 0.0% | N/A | 0.113% | |
| 2/6/2025 | Synergy Investment Management LLC | 2,606 | $122K | 0.1% | N/A | 0.011% | |
| 2/6/2025 | Bravias Capital Group LLC | 78,339 | $3.77M | 3.1% | N/A | 0.320% | |
| 2/5/2025 | Halbert Hargrove Global Advisors LLC | 6,084,006 | $284.06M | 15.8% | -0.5% | 24.833% | |
| 2/5/2025 | Private Trust Co. NA | 4,772 | $223K | 0.0% | -15.9% | 0.019% | |
