| 8/1/2025 | Schmidt P J Investment Management Inc. | 9,175 | $267K | 0.0% | +20.8% | 0.053% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 12,447 | $362K | 0.1% | +8.3% | 0.071% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,332,162 | $38.75M | 0.0% | +4.9% | 7.625% | |
| 7/30/2025 | D.A. Davidson & CO. | 1,259,697 | $36.65M | 0.3% | +5.4% | 7.211% | |
| 7/28/2025 | Harbour Investments Inc. | 3,159 | $92K | 0.0% | +14.9% | 0.018% | |
| 7/28/2025 | Davidson Trust Co. | 8,414 | $245K | 0.1% | N/A | 0.048% | |
| 7/25/2025 | Apollon Wealth Management LLC | 80,410 | $2.34M | 0.0% | -0.5% | 0.460% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,115 | $62K | 0.0% | N/A | 0.012% | |
| 7/18/2025 | Trilogy Capital Inc. | 398,184 | $11.58M | 0.6% | -3.2% | 2.287% | |
| 7/17/2025 | XML Financial LLC | 24,428 | $711K | 0.1% | N/A | 0.140% | |
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| 7/17/2025 | XY Planning Network Inc. | 27,972 | $814K | 0.3% | N/A | 0.161% | |
| 7/17/2025 | KWB Wealth | 45,733 | $1.31M | 0.1% | N/A | 0.263% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 50,592 | $1.47M | 0.4% | +2.6% | 0.290% | |
| 7/16/2025 | Register Financial Advisors LLC | 39,715 | $1.16M | 0.5% | +6.1% | 0.228% | |
| 7/15/2025 | Retireful LLC | 79,011 | $2.30M | 1.6% | N/A | 0.454% | |
| 7/15/2025 | Legacy Financial Group LLC | 20,526 | $597K | 0.1% | -2.5% | 0.118% | |
| 7/14/2025 | Matrix Trust Co | 48,058 | $1.40M | 0.2% | -4.7% | 0.276% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,806 | $227K | 0.0% | +70,863.6% | 0.045% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 53,089 | $1.57M | 0.0% | -18.7% | 0.306% | |
| 7/9/2025 | Veracity Capital LLC | 14,813 | $431K | 0.1% | +17.5% | 0.085% | |
| 7/8/2025 | First International Bank & Trust | 804,999 | $23.42M | 8.1% | -6.3% | 4.648% | |
| 7/1/2025 | Private Client Services LLC | 110,787 | $3.22M | 1.3% | +45.4% | 0.643% | |
| 5/28/2025 | Intrua Financial LLC | 44,508 | $1.27M | 0.2% | -75.2% | 0.263% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 66,432 | $1.90M | 0.1% | +2.9% | 0.392% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 7,597 | $217K | 0.0% | N/A | 0.045% | |
| 5/20/2025 | Focus Partners Wealth | 249,725 | $7.13M | 0.0% | +5.9% | 1.475% | |
| 5/19/2025 | Jane Street Group LLC | 97,124 | $2.77M | 0.0% | +243.1% | 0.574% | |
| 5/16/2025 | Jones Financial Companies Lllp | 121,494 | $3.75M | 0.0% | +12,197.0% | 0.718% | |
| 5/16/2025 | Curi RMB Capital LLC | 277,619 | $7.92M | 0.2% | -5.5% | 1.640% | |
| 5/16/2025 | Advisors Asset Management Inc. | 11,007 | $314K | 0.0% | +119.7% | 0.065% | |
| 5/15/2025 | Royal Bank of Canada | 8,131 | $232K | 0.0% | +27.0% | 0.048% | |
| 5/15/2025 | Betterment LLC | 39,848 | $1.14M | 0.0% | +245.9% | 0.235% | |
| 5/15/2025 | MAI Capital Management | 1,695 | $48K | 0.0% | +472.6% | 0.010% | |
| 5/14/2025 | Capital Analysts LLC | 646,187 | $18.44M | 0.7% | -42.3% | 3.817% | |
| 5/13/2025 | Raymond James Financial Inc. | 206,896 | $5.91M | 0.0% | +3.3% | 1.222% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 183,560 | $5.24M | 1.2% | N/A | 1.084% | |
| 5/8/2025 | IFG Advisory LLC | 22,200 | $634K | 0.0% | +2.7% | 0.131% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 11,497 | $328K | 0.1% | +45.1% | 0.068% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 102,862 | $2.94M | 0.1% | +59.3% | 0.608% | |
| 5/7/2025 | LPL Financial LLC | 366,014 | $10.45M | 0.0% | -18.1% | 2.161% | |
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| 5/7/2025 | First Heartland Consultants Inc. | 261,690 | $7.47M | 0.8% | +81.4% | 1.545% | |
| 5/6/2025 | Cetera Investment Advisers | 19,323 | $551K | 0.0% | +62.0% | 0.114% | |
| 5/5/2025 | New England Capital Financial Advisors LLC | 484,546 | $13.83M | 7.0% | +1.7% | 2.860% | |
| 5/5/2025 | Auxano Advisors LLC | 10,099 | $288K | 0.1% | -19.2% | 0.060% | |
| 5/5/2025 | Private Advisor Group LLC | 20,854 | $595K | 0.0% | -11.0% | 0.123% | |
| 5/2/2025 | Larson Financial Group LLC | 205,693 | $5.87M | 0.3% | -15.3% | 1.214% | |
| 5/2/2025 | Apollon Wealth Management LLC | 80,804 | $2.31M | 0.1% | -14.7% | 0.477% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 30,274 | $864K | 0.2% | +4.3% | 0.179% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 49,319 | $1.41M | 0.4% | +4.5% | 0.291% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 9,444 | $270K | 0.1% | -4.9% | 0.056% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,270,049 | $36.25M | 0.0% | +5.8% | 7.497% | |
| 4/29/2025 | Bank of New York Mellon Corp | 20,412 | $583K | 0.0% | +103.3% | 0.120% | |
| 4/29/2025 | Tilson Financial Group Inc. | 267,942 | $7.65M | 3.0% | +3.5% | 1.582% | |
| 4/29/2025 | Aviance Capital Partners LLC | 31,189 | $890K | 0.1% | +3.4% | 0.184% | |
| 4/28/2025 | D.A. Davidson & CO. | 1,194,795 | $34.10M | 0.3% | +5.6% | 7.053% | |
| 4/25/2025 | Sovran Advisors LLC | 7,968 | $221K | 0.0% | N/A | 0.047% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 15,196 | $434K | 0.3% | +20.5% | 0.090% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 19,721 | $563K | 0.0% | -87.6% | 0.116% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 18,543 | $529K | 0.0% | -70.6% | 0.109% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 7,936 | $226K | 0.0% | -95.3% | 0.047% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 16,237 | $463K | 0.0% | +20.4% | 0.096% | |
| 4/22/2025 | Illumine Investment Management LLC | 51,941 | $1.48M | 1.2% | +2.9% | 0.307% | |
| 4/22/2025 | MBE Wealth Management LLC | 86,618 | $2.47M | 1.2% | +14.3% | 0.511% | |
| 4/22/2025 | FSC Wealth Advisors LLC | 10,148 | $290K | 0.2% | -19.7% | 0.060% | |
| 4/22/2025 | Register Financial Advisors LLC | 37,428 | $1.07M | 0.6% | +13.7% | 0.221% | |
| 4/22/2025 | Advisor Resource Council | 26,838 | $766K | 0.1% | N/A | 0.158% | |
| 4/21/2025 | United Advisor Group LLC | 26,543 | $758K | 0.2% | +27.6% | 0.157% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 13,779 | $393K | 0.0% | +16.4% | 0.081% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 65,324 | $1.86M | 0.0% | -12.5% | 0.386% | |
| 4/15/2025 | Corrigan Financial Inc. | 904,459 | $25.81M | 5.3% | +1.7% | 5.286% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 16,905 | $482K | 0.0% | -42.3% | 0.099% | |
| 4/11/2025 | Harbor Group Inc. | 299,759 | $8.56M | 1.7% | -4.8% | 1.752% | |
| 4/10/2025 | Matrix Trust Co | 50,402 | $1.44M | 0.2% | +48.5% | 0.295% | |
| 4/10/2025 | Veracity Capital LLC | 12,604 | $360K | 0.1% | -10.8% | 0.074% | |
| 4/10/2025 | Freedom Financial Partners LLC | 282,160 | $8.05M | 3.7% | +10.4% | 1.649% | |
| 4/10/2025 | Legacy Financial Group LLC | 21,043 | $601K | 0.1% | -10.2% | 0.123% | |
| 4/9/2025 | Merit Financial Group LLC | 27,479 | $784K | 0.0% | +10.2% | 0.161% | |
| 4/8/2025 | Private Client Services LLC | 76,188 | $2.17M | 1.1% | +135.3% | 0.445% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 74,682 | $2.02M | 0.0% | +8.2% | 0.428% | |
| 2/24/2025 | United Advisor Group LLC | 20,794 | $562K | 0.1% | N/A | 0.119% | |
| 2/18/2025 | First Heartland Consultants Inc. | 144,270 | $3.90M | 0.4% | N/A | 0.724% | |
| 2/17/2025 | Visionary Wealth Advisors | 348,101 | $9.41M | 0.6% | -0.2% | 1.747% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 10,587 | $286K | 0.0% | +22.5% | 0.053% | |
| 2/17/2025 | NorthRock Partners LLC | 8,811 | $238K | 0.0% | N/A | 0.044% | |
| 2/17/2025 | Focus Partners Wealth | 235,752 | $6.41M | 0.0% | +9.7% | 1.183% | |
| 2/17/2025 | Cetera Investment Advisers | 11,930 | $322K | 0.0% | +7.6% | 0.060% | |
| 2/17/2025 | Captrust Financial Advisors | 45,926 | $1.24M | 0.0% | +2.9% | 0.230% | |
| 2/17/2025 | Bank of America Corp DE | 746,262 | $20.16M | 0.0% | -3.5% | 3.744% | |
| 2/14/2025 | Jane Street Group LLC | 28,306 | $765K | 0.0% | +109.9% | 0.142% | |
| 2/14/2025 | Betterment LLC | 11,520 | $311K | 0.0% | +3.5% | 0.058% | |
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| 2/14/2025 | Capital Analysts LLC | 1,120,029 | $30.26M | 1.2% | -0.3% | 5.620% | |
| 2/14/2025 | Two Sigma Securities LLC | 10,429 | $282K | 0.0% | N/A | 0.052% | |
| 2/14/2025 | Curi RMB Capital LLC | 293,708 | $7.94M | 0.2% | -0.3% | 1.474% | |
| 2/13/2025 | Regal Investment Advisors LLC | 80,400 | $2.17M | 0.2% | -3.3% | 0.403% | |
| 2/13/2025 | Scotia Capital Inc. | 39,013 | $1.05M | 0.0% | +7.4% | 0.196% | |
| 2/13/2025 | Raymond James Financial Inc. | 200,355 | $5.41M | 0.0% | N/A | 1.005% | |
| 2/13/2025 | Bank of Montreal Can | 8,474 | $229K | 0.0% | -35.7% | 0.043% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,200,919 | $32.45M | 0.0% | +6.1% | 6.026% | |
| 2/13/2025 | Wells Fargo & Company MN | 534,047 | $14.43M | 0.0% | -4.9% | 2.680% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 27,370 | $740K | 0.0% | N/A | 0.137% | |
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