| 7/23/2025 | InTrack Investment Management Inc | 28,324 | $1.01M | 0.7% | N/A | 0.324% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 62,805 | $2.23M | 0.1% | +33.0% | 0.719% | |
| 7/21/2025 | Mendota Financial Group LLC | 4,079 | $145K | 0.1% | +168.9% | 0.047% | |
| 7/18/2025 | Truist Financial Corp | 8,411 | $299K | 0.0% | -36.5% | 0.090% | |
| 7/17/2025 | One Wealth Advisors LLC | 5,872 | $208K | 0.0% | -67.9% | 0.063% | |
| 7/17/2025 | Fifth Third Securities Inc. | 106,091 | $3.77M | 0.3% | +5.1% | 1.141% | |
| 7/17/2025 | KWB Wealth | 6,702 | $233K | 0.0% | N/A | 0.072% | |
| 7/16/2025 | MBE Wealth Management LLC | 20,626 | $732K | 0.3% | +5.6% | 0.222% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 157,783 | $5.60M | 0.4% | -16.1% | 1.734% | |
| 7/9/2025 | Fjell Capital LLC | 51,238 | $1.82M | 1.7% | -43.5% | 0.563% | |
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| 7/9/2025 | PFW Advisors LLC | 131,236 | $4.66M | 1.4% | -0.4% | 1.442% | |
| 7/9/2025 | Breakwater Capital Group | 57,722 | $2.05M | 0.3% | +95.8% | 0.634% | |
| 7/7/2025 | First Citizens Financial Corp | 37,314 | $1.32M | 0.7% | -4.5% | 0.422% | |
| 5/20/2025 | Integrity Alliance LLC. | 18,203 | $634K | 0.0% | +22.4% | 0.243% | |
| 5/19/2025 | Jane Street Group LLC | 6,207 | $216K | 0.0% | N/A | 0.083% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 10,956 | $381K | 0.0% | +33.6% | 0.146% | |
| 5/15/2025 | Royal Bank of Canada | 8,719 | $304K | 0.0% | +261.3% | 0.117% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 47,238 | $1.65M | 0.1% | +83.4% | 0.632% | |
| 5/14/2025 | Capital Analysts LLC | 3,773 | $131K | 0.0% | N/A | 0.050% | |
| 5/13/2025 | CacheTech Inc. | 142,881 | $4.70M | 0.9% | +7.5% | 1.910% | |
| 5/13/2025 | Adams Wealth Management | 135,078 | $4.70M | 0.9% | +1.7% | 1.806% | |
| 5/13/2025 | Gen Wealth Partners Inc | 4,026 | $140K | 0.1% | +14.3% | 0.054% | |
| 5/13/2025 | State of New Jersey Common Pension Fund D | 475,000 | $16.54M | 0.1% | +35.7% | 6.350% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 230,833 | $8.04M | 0.2% | -6.5% | 3.086% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,642 | $57K | 0.1% | +40.0% | 0.022% | |
| 5/12/2025 | American Alpha Advisors LLC | 170,436 | $5.94M | 5.0% | +4.6% | 2.279% | |
| 5/12/2025 | Townsquare Capital LLC | 92,540 | $3.22M | 0.0% | -4.9% | 1.237% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,237 | $287K | 0.0% | N/A | 0.110% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 33,131 | $1.15M | 0.3% | N/A | 0.443% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 161,282 | $5.62M | 0.0% | +59.9% | 2.156% | |
| 5/7/2025 | LPL Financial LLC | 431,349 | $15.02M | 0.0% | +71.3% | 5.767% | |
| 5/6/2025 | One Wealth Advisors LLC | 18,297 | $637K | 0.1% | +4.6% | 0.244% | |
| 5/5/2025 | Private Advisor Group LLC | 8,693 | $303K | 0.0% | +4.5% | 0.116% | |
| 5/1/2025 | Hughes Financial Services LLC | 225,612 | $7.82M | 1.5% | +4.1% | 3.008% | |
| 5/1/2025 | Fifth Third Securities Inc. | 100,927 | $3.51M | 0.3% | +6.7% | 1.346% | |
| 5/1/2025 | Austin Wealth Management LLC | 11,823 | $409K | 0.1% | +57.0% | 0.158% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 17,525 | $610K | 0.1% | +6.6% | 0.234% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 558,641 | $19.45M | 0.0% | +69.9% | 7.449% | |
| 4/29/2025 | Strategic Blueprint LLC | 39,179 | $1.36M | 0.1% | +15.7% | 0.522% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 7,737 | $269K | 0.0% | -33.1% | 0.103% | |
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| 4/28/2025 | Rovin Capital UT ADV | 28,054 | $977K | 0.3% | +14.0% | 0.374% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,690 | $233K | 0.0% | N/A | 0.089% | |
| 4/22/2025 | MBE Wealth Management LLC | 19,526 | $680K | 0.3% | N/A | 0.260% | |
| 4/22/2025 | Mendota Financial Group LLC | 1,517 | $53K | 0.1% | N/A | 0.020% | |
| 4/21/2025 | Advisory Resource Group | 115,686 | $4.03M | 0.8% | N/A | 1.542% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 12,609 | $439K | 0.0% | -36.1% | 0.168% | |
| 4/15/2025 | Ellenbecker Investment Group | 76,381 | $2.66M | 0.5% | +58.9% | 1.018% | |
| 4/14/2025 | PFW Advisors LLC | 131,812 | $4.59M | 1.4% | -3.5% | 1.712% | |
| 4/14/2025 | Park Avenue Securities LLC | 35,012 | $1.22M | 0.0% | +43.0% | 0.455% | |
| 4/14/2025 | FFG Retirement Advisors LLC | 47,399 | $1.65M | 1.1% | N/A | 0.616% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 188,052 | $6.55M | 0.6% | +52.2% | 2.442% | |
| 4/11/2025 | Fjell Capital LLC | 90,617 | $3.16M | 3.2% | -7.1% | 1.177% | |
| 4/10/2025 | Breakwater Capital Group | 29,473 | $1.03M | 0.2% | N/A | 0.383% | |
| 4/10/2025 | Better Money Decisions LLC | 14,692 | $512K | 0.3% | +11.7% | 0.191% | |
| 4/10/2025 | Freedom Financial Partners LLC | 23,894 | $832K | 0.4% | +85.6% | 0.310% | |
| 4/3/2025 | First Citizens Financial Corp | 39,067 | $1.36M | 0.8% | +6.9% | 0.507% | |
| 2/17/2025 | Gen Wealth Partners Inc | 3,523 | $122K | 0.1% | N/A | 0.097% | |
| 2/14/2025 | Stifel Financial Corp | 7,696 | $267K | 0.0% | N/A | 0.211% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 11,565 | $402K | 0.0% | -26.8% | 0.317% | |
| 2/14/2025 | MML Investors Services LLC | 107,358 | $3.73M | 0.0% | +66.3% | 2.941% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 15,075 | $524K | 0.2% | -29.8% | 0.413% | |
| 2/13/2025 | Anchor Investment Management LLC | 2,475 | $86K | 0.0% | N/A | 0.068% | |
| 2/13/2025 | Adams Wealth Management | 132,868 | $4.62M | 0.9% | +15.3% | 3.640% | |
| 2/13/2025 | Townsquare Capital LLC | 97,324 | $3.38M | 0.0% | -13.0% | 2.666% | |
| 2/13/2025 | Raymond James Financial Inc. | 48,181 | $1.67M | 0.0% | N/A | 1.320% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 328,758 | $11.42M | 0.0% | +22.5% | 9.007% | |
| 2/13/2025 | Wells Fargo & Company MN | 122,350 | $4.25M | 0.0% | +8,651.8% | 3.352% | |
| 2/12/2025 | JPMorgan Chase & Co. | 333,942 | $11.60M | 0.0% | N/A | 9.149% | |
| 2/11/2025 | Prudential Financial Inc. | 1,245,522 | $43.79M | 0.1% | +57.2% | 34.124% | |
| 2/11/2025 | LPL Financial LLC | 251,810 | $8.75M | 0.0% | +339.2% | 6.899% | |
| 2/10/2025 | BlackDiamond Wealth Management LLC | 6,748 | $234K | 0.1% | +5.9% | 0.185% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,940 | $137K | 0.0% | N/A | 0.108% | |
| 2/10/2025 | Harbour Investments Inc. | 2,161 | $75K | 0.0% | N/A | 0.059% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 19,731 | $685K | 0.0% | +42.9% | 0.541% | |
| 2/10/2025 | Hughes Financial Services LLC | 216,814 | $7.53M | 1.5% | N/A | 5.940% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 21,730 | $755K | 0.0% | N/A | 0.595% | |
| 2/10/2025 | Austin Wealth Management LLC | 7,529 | $264K | 0.1% | -21.7% | 0.206% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 100,863 | $3.50M | 0.0% | +184.8% | 2.763% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 8,199 | $287K | 0.0% | N/A | 0.225% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 246,898 | $8.58M | 0.3% | +11.7% | 6.764% | |
| 2/6/2025 | Raymond James Financial Inc. | 48,181 | $1.67M | 0.0% | N/A | 1.320% | |
| 2/6/2025 | Symphony Financial Services Inc. | 7,761 | $270K | 0.2% | -13.4% | 0.213% | |
| 2/5/2025 | Goodwin Investment Advisory | 235,878 | $8.23M | 4.3% | N/A | 6.462% | |
| 2/5/2025 | Fjell Capital LLC | 97,551 | $3.39M | 3.5% | N/A | 2.673% | |
| 2/3/2025 | Private Advisor Group LLC | 8,318 | $289K | 0.0% | -12.3% | 0.228% | |
| 1/31/2025 | Global Retirement Partners LLC | 5,351 | $186K | 0.0% | +35.3% | 0.147% | |
| 1/31/2025 | State of New Jersey Common Pension Fund D | 350,000 | $12.16M | 0.0% | N/A | 9.589% | |
| 1/29/2025 | Financial Connections Group Inc. | 16,213 | $563K | 0.3% | -8.1% | 0.444% | |
| 1/27/2025 | Foguth Wealth Management LLC. | 85,399 | $3.01M | 0.8% | +32.1% | 2.340% | |
| 1/27/2025 | Alexander Labrunerie & CO. Inc. | 9,187 | $319K | 0.1% | N/A | 0.252% | |
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| 1/24/2025 | One Wealth Advisors LLC | 17,486 | $607K | 0.1% | N/A | 0.479% | |
| 1/24/2025 | Better Money Decisions LLC | 13,150 | $457K | 0.3% | N/A | 0.360% | |
| 1/24/2025 | Horst & Graben Wealth Management LLC | 16,442 | $571K | 0.1% | N/A | 0.450% | |
| 1/23/2025 | Austin Private Wealth LLC | 21,730 | $755K | 0.1% | N/A | 0.595% | |
| 1/23/2025 | Fifth Third Securities Inc. | 94,549 | $3.29M | 0.3% | +40.3% | 2.590% | |
| 1/23/2025 | Milestone Asset Management LLC | 12,176 | $423K | 0.1% | -3.9% | 0.334% | |
| 1/23/2025 | Strategic Blueprint LLC | 33,855 | $1.18M | 0.1% | N/A | 0.928% | |
| 1/22/2025 | Spectrum Planning & Advisory Services Inc. | 6,084 | $211K | 0.2% | N/A | 0.167% | |
| 1/15/2025 | Sax Wealth Advisors LLC | 25,754 | $895K | 0.1% | N/A | 0.706% | |
| 1/14/2025 | Rovin Capital UT ADV | 24,600 | $855K | 0.3% | +5.7% | 0.674% | |
