| 8/7/2025 | PFG Advisors | 24,254 | $2.07M | 0.1% | +4.6% | 0.226% | |
| 8/7/2025 | Brio Consultants LLC | 84,955 | $7.25M | 1.1% | +9.9% | 0.790% | |
| 8/6/2025 | Nvwm LLC | 21,661 | $1.85M | 0.4% | +34.8% | 0.201% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 5,615 | $479K | 0.1% | -5.2% | 0.052% | |
| 8/6/2025 | Flagship Private Wealth LLC | 3,572 | $305K | 0.1% | +3.9% | 0.033% | |
| 8/5/2025 | Bank of Montreal Can | 17,141 | $1.46M | 0.0% | +116.0% | 0.159% | |
| 8/4/2025 | Atria Investments Inc | 4,147 | $354K | 0.0% | -34.7% | 0.039% | |
| 8/4/2025 | Assetmark Inc. | 3,566 | $304K | 0.0% | -20.5% | 0.033% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 3,529 | $301K | 0.0% | N/A | 0.033% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 397,942 | $33.96M | 0.0% | -4.6% | 3.702% | |
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| 7/31/2025 | Hobart Private Capital LLC | 179,361 | $15.31M | 3.5% | +43.5% | 1.668% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 50,112 | $4.28M | 0.3% | +2.2% | 0.466% | |
| 7/31/2025 | Arrien Investments Inc. | 134,752 | $11.50M | 7.3% | +0.8% | 1.254% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 2,025 | $173K | 0.0% | -18.5% | 0.019% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 10,060 | $859K | 0.0% | +2.4% | 0.094% | |
| 7/29/2025 | Private Trust Co. NA | 4,139 | $353K | 0.0% | +12.9% | 0.039% | |
| 7/29/2025 | Financial Guidance Group Inc. | 136,874 | $11.68M | 5.7% | +5.8% | 1.273% | |
| 7/25/2025 | NorthRock Partners LLC | 14,574 | $1.24M | 0.0% | +4.8% | 0.136% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 8,516 | $727K | 0.0% | +11.1% | 0.079% | |
| 7/25/2025 | CWM LLC | 58,001 | $4.95M | 0.0% | +1.3% | 0.540% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 14,406 | $1.23M | 0.2% | -0.9% | 0.134% | |
| 7/23/2025 | Eagle Strategies LLC | 80,438 | $6.87M | 1.0% | +0.6% | 0.748% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 2,895 | $247K | 0.0% | N/A | 0.027% | |
| 7/22/2025 | Simplicity Wealth LLC | 8,646 | $738K | 0.0% | +207.9% | 0.080% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 23,894 | $2.04M | 0.0% | +6.5% | 0.222% | |
| 7/22/2025 | Stanich Group LLC | 16,255 | $1.38M | 1.2% | -11.6% | 0.151% | |
| 7/21/2025 | Flagship Private Wealth LLC | 3,572 | $305K | 0.2% | +3.9% | 0.033% | |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 17,689 | $1.51M | 0.0% | N/A | 0.165% | |
| 7/18/2025 | SimpliFi Inc. | 258,806 | $22.09M | 9.7% | -0.4% | 2.407% | |
| 7/18/2025 | Warren Street Wealth Advisors LLC | 31,599 | $2.70M | 0.9% | +0.5% | 0.294% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 44,282 | $3.78M | 1.9% | -3.5% | 0.412% | |
| 7/17/2025 | KWB Wealth | 162,800 | $12.85M | 1.5% | +1.1% | 1.514% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 103,890 | $8.87M | 3.7% | +5.6% | 0.966% | |
| 7/16/2025 | CX Institutional | 140,042 | $11.95M | 0.4% | -21.6% | 1.303% | |
| 7/15/2025 | McAdam LLC | 12,578 | $1.07M | 0.1% | +1.2% | 0.117% | |
| 7/14/2025 | Financial Enhancement Group LLC | 364,162 | $30.96M | 4.4% | -10.9% | 3.388% | |
| 7/14/2025 | Seed Wealth Management Inc. | 2,500 | $213K | 0.2% | N/A | 0.023% | |
| 7/14/2025 | Park Avenue Securities LLC | 12,559 | $1.07M | 0.0% | +5.6% | 0.117% | |
| 7/14/2025 | Sowell Financial Services LLC | 6,902 | $589K | 0.0% | -17.6% | 0.064% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,731 | $660K | 0.0% | -84.0% | 0.074% | |
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| 7/11/2025 | CX Institutional | 140,042 | $11.95M | 0.4% | -21.6% | 1.334% | |
| 7/10/2025 | Orgel Wealth Management LLC | 3,915 | $334K | 0.0% | -9.2% | 0.037% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 97,806 | $8.34M | 0.0% | -9.5% | 0.931% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 734,636 | $62.69M | 9.5% | +9.2% | 6.997% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 123,288 | $10.52M | 0.3% | +0.6% | 1.174% | |
| 7/8/2025 | 21 West Wealth Management LLC | 26,393 | $2.25M | 2.3% | N/A | 0.253% | |
| 7/3/2025 | First Hawaiian Bank | 153,979 | $13.14M | 1.8% | -5.1% | 1.481% | |
| 6/4/2025 | First Hawaiian Bank | 162,242 | $12.81M | 0.6% | -12.3% | 1.583% | |
| 5/21/2025 | McAdam LLC | 12,431 | $982K | 0.1% | +10.1% | 0.116% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 7,831 | $618K | 0.0% | -46.3% | 0.073% | |
| 5/19/2025 | Jane Street Group LLC | 437,793 | $34.57M | 0.0% | +812.3% | 4.072% | |
| 5/16/2025 | AQR Capital Management LLC | 2,757 | $218K | 0.0% | N/A | 0.026% | |
| 5/15/2025 | Royal Bank of Canada | 17,152 | $1.36M | 0.0% | -85.3% | 0.160% | |
| 5/15/2025 | Betterment LLC | 22,974 | $1.81M | 0.0% | +2.7% | 0.214% | |
| 5/14/2025 | Jane Street Group LLC | 437,793 | $34.57M | 0.0% | +812.3% | 4.072% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 638 | $51K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,351 | $2.55M | 0.0% | -2.5% | 0.301% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,213,762 | $95.83M | 0.0% | -46.0% | 11.291% | |
| 5/14/2025 | TFB Advisors LLC | 4,452 | $352K | 0.1% | -4.8% | 0.041% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 129,388 | $10.22M | 0.1% | +3.4% | 1.204% | |
| 5/13/2025 | HighTower Advisors LLC | 53,631 | $4.23M | 0.0% | +22.0% | 0.499% | |
| 5/12/2025 | Townsquare Capital LLC | 31,072 | $2.45M | 0.0% | +3.1% | 0.289% | |
| 5/9/2025 | L & S Advisors Inc | 21,099 | $1.67M | 0.2% | +10.3% | 0.196% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 2,613 | $206K | 0.1% | N/A | 0.024% | |
| 5/8/2025 | NorthRock Partners LLC | 13,907 | $1.10M | 0.0% | -13.0% | 0.129% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 11,097 | $876K | 0.0% | N/A | 0.103% | |
| 5/7/2025 | Vantage Financial Partners LLC | 3,249 | $256K | 0.1% | -54.3% | 0.030% | |
| 5/7/2025 | LPL Financial LLC | 815,836 | $64.42M | 0.0% | +3.3% | 7.589% | |
| 5/7/2025 | Waddell & Associates LLC | 4,315 | $341K | 0.0% | +43.8% | 0.040% | |
| 5/7/2025 | Nvwm LLC | 16,067 | $1.27M | 0.3% | +8.3% | 0.149% | |
| 5/6/2025 | Assetmark Inc. | 4,486 | $354K | 0.0% | +43.3% | 0.042% | |
| 5/6/2025 | Cetera Investment Advisers | 6,838 | $540K | 0.0% | -3.7% | 0.064% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 30,919 | $2.44M | 0.1% | +1.3% | 0.288% | |
| 5/6/2025 | PFG Advisors | 23,178 | $1.83M | 0.1% | +8.8% | 0.216% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 121,380 | $9.58M | 3.6% | -4.4% | 1.129% | |
| 5/5/2025 | Private Advisor Group LLC | 206,994 | $16.34M | 0.1% | +5.6% | 1.926% | |
| 5/2/2025 | Larson Financial Group LLC | 6,093 | $481K | 0.0% | N/A | 0.057% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 49,044 | $3.87M | 0.3% | -7.0% | 0.456% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 98,358 | $7.77M | 3.6% | +16.6% | 0.915% | |
| 5/1/2025 | Lane & Associates LLC | 64,860 | $5.12M | 2.8% | -3.1% | 0.603% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 42,558 | $3.36M | 1.6% | -3.1% | 0.396% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 9,829 | $776K | 0.0% | -3.5% | 0.091% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 417,027 | $32.93M | 0.0% | -1.3% | 3.879% | |
| 4/29/2025 | Element Wealth LLC | 17,019 | $1.34M | 0.7% | -1.7% | 0.158% | |
| 4/29/2025 | SimpliFi Inc. | 259,896 | $20.52M | 9.4% | -1.3% | 2.418% | |
| 4/28/2025 | Private Trust Co. NA | 3,665 | $289K | 0.0% | +7.1% | 0.034% | |
| 4/25/2025 | Intelligence Driven Advisers LLC | 672,858 | $53.13M | 10.2% | -0.2% | 6.259% | |
| 4/23/2025 | Financial Enhancement Group LLC | 408,679 | $32.94M | 5.1% | -8.3% | 3.802% | |
| 4/23/2025 | Win Advisors Inc. | 33,263 | $2.63M | 1.3% | N/A | 0.309% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 5,925 | $468K | 0.1% | -4.4% | 0.055% | |
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| 4/23/2025 | Eagle Strategies LLC | 79,948 | $6.31M | 1.1% | -10.0% | 0.744% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,667 | $605K | 0.0% | -43.4% | 0.071% | |
| 4/17/2025 | Sowell Financial Services LLC | 8,375 | $661K | 0.0% | -92.3% | 0.078% | |
| 4/17/2025 | Stanich Group LLC | 18,378 | $1.45M | 1.1% | +1.7% | 0.171% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 122,591 | $9.68M | 0.3% | +12.4% | 1.140% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 108,014 | $8.53M | 0.0% | -13.1% | 1.005% | |
| 4/15/2025 | Capital Advisors Ltd. LLC | 14,536 | $1.15M | 0.2% | -1.1% | 0.135% | |
| 4/15/2025 | CX Institutional | 178,529 | $14.10M | 0.5% | -12.4% | 1.661% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 22,426 | $1.77M | 0.0% | -43.6% | 0.203% | |
| 4/14/2025 | Farther Finance Advisors LLC | 48,200 | $3.80M | 0.1% | N/A | 0.436% | |
