| 8/27/2025 | Orion Porfolio Solutions LLC | 86,562 | $2.02M | 0.0% | -6.6% | 0.253% | |
| 8/15/2025 | Corient Private Wealth LLC | 9,729 | $227K | 0.0% | N/A | 0.028% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 19,884 | $464K | 0.0% | -78.6% | 0.058% | |
| 8/15/2025 | EP Wealth Advisors LLC | 834,086 | $19.47M | 0.1% | -3.8% | 2.439% | |
| 8/15/2025 | Bank of America Corp DE | 698,813 | $16.31M | 0.0% | -18.7% | 2.043% | |
| 8/15/2025 | Ameriprise Financial Inc. | 75,445 | $1.76M | 0.0% | -81.0% | 0.221% | |
| 8/14/2025 | Jane Street Group LLC | 489,526 | $11.43M | 0.0% | +82.3% | 1.431% | |
| 8/14/2025 | Raymond James Financial Inc. | 17,903 | $418K | 0.0% | -29.3% | 0.052% | |
| 8/14/2025 | Quantinno Capital Management LP | 28,144 | $657K | 0.0% | N/A | 0.082% | |
| 8/14/2025 | BCS Private Wealth Management Inc. | 20,000 | $467K | 0.2% | N/A | 0.058% | |
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| 8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 1,219,896 | $28.47M | 1.1% | -7.1% | 3.567% | |
| 8/13/2025 | Dynamic Wealth Strategies LLC | 9,717 | $227K | 0.2% | -71.6% | 0.028% | |
| 8/13/2025 | Guggenheim Capital LLC | 282,428 | $6.59M | 0.1% | +66.7% | 0.826% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 11,204 | $262K | 0.0% | N/A | 0.033% | |
| 8/12/2025 | Global Retirement Partners LLC | 12,545 | $293K | 0.0% | N/A | 0.037% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 24,275 | $567K | 0.0% | -67.7% | 0.071% | |
| 8/12/2025 | JPMorgan Chase & Co. | 165,571 | $3.86M | 0.0% | -58.6% | 0.484% | |
| 8/8/2025 | Cetera Investment Advisers | 20,568 | $480K | 0.0% | +5.3% | 0.060% | |
| 8/8/2025 | Creative Planning | 18,359 | $428K | 0.0% | -20.3% | 0.054% | |
| 8/7/2025 | Allworth Financial LP | 134,636 | $3.14M | 0.0% | -27.7% | 0.395% | |
| 8/7/2025 | Shared Vision Wealth Group LLC | 18,309 | $419K | 0.2% | N/A | 0.054% | |
| 8/6/2025 | Prospera Financial Services Inc | 43,213 | $1.01M | 0.0% | -3.9% | 0.127% | |
| 8/6/2025 | Atlas Legacy Advisors LLC | 17,663 | $412K | 0.1% | -96.0% | 0.052% | |
| 8/5/2025 | TME Financial Inc. | 12,375 | $289K | 0.2% | -35.8% | 0.036% | |
| 8/4/2025 | Keybank National Association OH | 117,570 | $2.74M | 0.0% | +4.7% | 0.345% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,666,448 | $38.90M | 0.0% | +16.8% | 4.894% | |
| 7/31/2025 | Wealthfront Advisers LLC | 5,171,896 | $120.71M | 0.3% | +3,414.5% | 15.189% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 1,830,367 | $42.72M | 0.6% | +2.1% | 5.376% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 23,996 | $560K | 0.0% | N/A | 0.070% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 25,075 | $585K | 0.2% | +2.7% | 0.074% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 62,801 | $1.47M | 0.2% | -21.3% | 0.184% | |
| 7/24/2025 | Williams & Novak LLC | 39,800 | $929K | 0.8% | +5.6% | 0.117% | |
| 7/24/2025 | Certus Wealth Management LLC | 17,309 | $404K | 0.3% | N/A | 0.051% | |
| 7/23/2025 | SteelPeak Wealth LLC | 120,397 | $2.81M | 0.1% | +6.8% | 0.353% | |
| 7/22/2025 | McNaughton Wealth Management LLC | 84,576 | $1.97M | 0.9% | +26.3% | 0.248% | |
| 7/21/2025 | Impact Investors Inc | 81,431 | $1.90M | 1.3% | -8.6% | 0.239% | |
| 7/21/2025 | Mattern Capital Management LLC | 29,340 | $685K | 0.1% | +4.3% | 0.086% | |
| 7/18/2025 | SimpliFi Inc. | 62,431 | $1.46M | 0.6% | +5.0% | 0.183% | |
| 7/18/2025 | Warren Street Wealth Advisors LLC | 19,907 | $465K | 0.2% | -3.2% | 0.058% | |
| 7/18/2025 | Pure Financial Advisors LLC | 304,528 | $7.11M | 0.1% | +402.7% | 0.890% | |
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| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 3,747 | $87K | 0.0% | +162.0% | 0.011% | |
| 7/14/2025 | GAMMA Investing LLC | 12,129 | $283K | 0.0% | -38.5% | 0.036% | |
| 7/14/2025 | Sweeney & Michel LLC | 20,000 | $464K | 0.2% | -9.1% | 0.059% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 11,170 | $261K | 0.1% | -45.6% | 0.033% | |
| 7/9/2025 | Affinity Capital Advisors LLC | 53,170 | $1.24M | 0.2% | -72.0% | 0.161% | |
| 7/9/2025 | FOCUS Wealth Advisors LLC | 39,404 | $920K | 0.5% | +5.7% | 0.120% | |
| 5/19/2025 | Jane Street Group LLC | 268,578 | $6.41M | 0.0% | +41.3% | 0.942% | |
| 5/16/2025 | Jones Financial Companies Lllp | 158,316 | $3.78M | 0.0% | +1,637.8% | 0.555% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 36,319 | $866K | 0.0% | N/A | 0.127% | |
| 5/15/2025 | EP Wealth Advisors LLC | 867,396 | $20.69M | 0.2% | +3.7% | 3.043% | |
| 5/15/2025 | Royal Bank of Canada | 18,710 | $446K | 0.0% | -5.7% | 0.066% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 34,269 | $817K | 0.3% | N/A | 0.120% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 1,312,859 | $31.31M | 1.4% | +6.7% | 4.607% | |
| 5/14/2025 | Compound Planning Inc. | 43,751 | $1.04M | 0.0% | +72.0% | 0.154% | |
| 5/14/2025 | Flow Traders U.S. LLC | 73,576 | $1.76M | 0.1% | N/A | 0.258% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 34,269 | $817K | 0.7% | N/A | 0.120% | |
| 5/13/2025 | HighTower Advisors LLC | 61,990 | $1.48M | 0.0% | +8.9% | 0.218% | |
| 5/12/2025 | Townsquare Capital LLC | 20,218 | $482K | 0.0% | -2.7% | 0.071% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 42,685 | $1.02M | 0.5% | -9.7% | 0.150% | |
| 5/8/2025 | FOCUS Wealth Advisors LLC | 37,269 | $889K | 0.5% | +11.8% | 0.131% | |
| 5/8/2025 | First Foundation Advisors | 1,115,085 | $26.60M | 1.1% | -17.5% | 3.913% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 8,566 | $204K | 0.0% | N/A | 0.030% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 444,988 | $10.65M | 2.7% | -1.0% | 1.561% | |
| 5/7/2025 | LPL Financial LLC | 578,075 | $13.79M | 0.0% | +4.5% | 2.028% | |
| 5/6/2025 | Cetera Investment Advisers | 19,533 | $466K | 0.0% | N/A | 0.068% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 75,235 | $1.79M | 0.1% | -1.3% | 0.263% | |
| 5/6/2025 | Clifford Swan Investment Counsel LLC | 10,300 | $246K | 0.0% | N/A | 0.036% | |
| 5/2/2025 | Wealthfront Advisers LLC | 147,159 | $3.51M | 0.0% | +99.7% | 0.514% | |
| 5/1/2025 | SteelPeak Wealth LLC | 112,689 | $2.69M | 0.1% | +29.8% | 0.393% | |
| 4/30/2025 | Cerity Partners LLC | 69,018 | $1.65M | 0.0% | -14.9% | 0.241% | |
| 4/30/2025 | Allworth Financial LP | 186,090 | $4.34M | 0.0% | -18.6% | 0.650% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 1,793,042 | $42.76M | 0.7% | +21.5% | 6.258% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 27,356 | $657K | 0.0% | N/A | 0.095% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,426,565 | $34.02M | 0.0% | +14.7% | 4.979% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 115,384 | $2.75M | 0.0% | +8.0% | 0.403% | |
| 4/29/2025 | SimpliFi Inc. | 59,449 | $1.42M | 0.7% | +2.9% | 0.208% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 24,425 | $583K | 0.2% | N/A | 0.085% | |
| 4/28/2025 | Keybank National Association OH | 112,239 | $2.68M | 0.0% | -4.9% | 0.392% | |
| 4/28/2025 | Impact Investors Inc | 89,073 | $2.12M | 1.7% | -9.6% | 0.311% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 79,845 | $1.90M | 0.2% | +31.6% | 0.279% | |
| 4/25/2025 | Amara Financial LLC. | 41,735 | $995K | 0.9% | N/A | 0.146% | |
| 4/23/2025 | Pure Financial Advisors LLC | 60,579 | $1.45M | 0.0% | -1.1% | 0.211% | |
| 4/23/2025 | Golden State Wealth Management LLC | 3,642 | $87K | 0.0% | +91.0% | 0.013% | |
| 4/23/2025 | Mattern Capital Management LLC | 28,141 | $671K | 0.1% | +1.9% | 0.098% | |
| 4/23/2025 | Verus Wealth Management LLC | 27,838 | $664K | 0.7% | -50.7% | 0.097% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 52,247 | $1.25M | 0.0% | +10.6% | 0.182% | |
| 4/17/2025 | Brighton Jones LLC | 25,059 | $598K | 0.0% | N/A | 0.087% | |
| 4/17/2025 | Affinity Capital Advisors LLC | 189,807 | $4.35M | 0.9% | -9.5% | 0.663% | |
| 4/15/2025 | GAMMA Investing LLC | 19,712 | $470K | 0.0% | -27.5% | 0.068% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 2,520,756 | $60.12M | 1.2% | +4.0% | 8.648% | |
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| 4/10/2025 | Warren Street Wealth Advisors LLC | 20,572 | $491K | 0.2% | -2.7% | 0.071% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 33,560 | $800K | 0.0% | +19.4% | 0.115% | |
| 4/9/2025 | McNaughton Wealth Management LLC | 66,942 | $1.60M | 0.8% | -27.4% | 0.230% | |
| 4/9/2025 | Sweeney & Michel LLC | 22,000 | $500K | 0.2% | N/A | 0.075% | |
| 4/7/2025 | GAMMA Investing LLC | 470,131 | $112.13M | 0.0% | +1,628.9% | 1.613% | |
| 2/24/2025 | Ameriflex Group Inc. | 1,499 | $37K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | EP Wealth Advisors LLC | 836,569 | $20.66M | 0.2% | +8.2% | 2.428% | |
| 2/17/2025 | Bank of America Corp DE | 1,379,449 | $34.07M | 0.0% | +44.6% | 4.004% | |
| 2/17/2025 | Ameriprise Financial Inc. | 432,446 | $10.68M | 0.0% | +6.2% | 1.255% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 1,249,535 | $30.86M | 0.1% | N/A | 3.627% | |
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