| 5/16/2025 | Faithward Advisors LLC | 409,977 | $13.43M | 2.3% | -0.9% | 1.355% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 95,151 | $3.12M | 0.0% | -58.6% | 0.315% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 10,129 | $332K | 0.0% | N/A | 0.033% | |
| 5/15/2025 | Royal Bank of Canada | 156,631 | $5.13M | 0.0% | -19.7% | 0.518% | |
| 5/15/2025 | Centric Wealth Management | 132,153 | $4.33M | 1.1% | +4.1% | 0.437% | |
| 5/15/2025 | Tortoise Investment Management LLC | 4,520 | $148K | 0.0% | +43.3% | 0.015% | |
| 5/14/2025 | Freedom Investment Management Inc. | 6,311 | $207K | 0.0% | N/A | 0.021% | |
| 5/14/2025 | Napa Wealth Management | 94,863 | $3.11M | 1.8% | N/A | 0.314% | |
| 5/14/2025 | Flow Traders U.S. LLC | 94,478 | $3.10M | 0.1% | +374.2% | 0.312% | |
| 5/13/2025 | Keystone Global Partners LLC | 48,986 | $1.61M | 1.1% | N/A | 0.162% | |
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| 5/13/2025 | Seek First Inc. | 32,772 | $1.07M | 1.0% | N/A | 0.108% | |
| 5/13/2025 | Raymond James Financial Inc. | 355,062 | $11.63M | 0.0% | -0.2% | 1.174% | |
| 5/12/2025 | WBH Advisory Inc. | 113,435 | $3.72M | 0.3% | +182.1% | 0.375% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 13,532 | $443K | 0.0% | +64.1% | 0.045% | |
| 5/9/2025 | Total Investment Management Inc. | 3,107,875 | $101.81M | 13.3% | +9.7% | 10.274% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 47,269 | $1.55M | 0.0% | +408.9% | 0.156% | |
| 5/9/2025 | Sfmg LLC | 294,277 | $9.64M | 0.8% | +7.2% | 0.973% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 33,356 | $1.09M | 0.0% | +8.3% | 0.117% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 632,813 | $20.73M | 4.5% | +107.6% | 2.213% | |
| 5/7/2025 | Beacon Bridge Wealth Partners LLC | 172,559 | $5.65M | 2.4% | +0.2% | 0.603% | |
| 5/7/2025 | Galvin Gaustad & Stein LLC | 82,321 | $2.70M | 0.2% | -32.2% | 0.288% | |
| 5/7/2025 | LPL Financial LLC | 1,007,643 | $33.01M | 0.0% | +303.1% | 3.523% | |
| 5/6/2025 | Cetera Investment Advisers | 329,731 | $10.80M | 0.0% | +687.3% | 1.153% | |
| 5/6/2025 | Van Strum & Towne Inc. | 40,556 | $1.33M | 0.4% | +11.7% | 0.142% | |
| 5/6/2025 | WT Wealth Management | 87,388 | $2.86M | 0.9% | -15.3% | 0.306% | |
| 5/5/2025 | IFP Advisors Inc | 21,625 | $708K | 0.0% | +6.2% | 0.076% | |
| 5/5/2025 | Private Advisor Group LLC | 23,198 | $760K | 0.0% | -5.7% | 0.081% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 11,441 | $375K | 0.4% | N/A | 0.040% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 19,041 | $624K | 0.0% | -26.0% | 0.067% | |
| 5/1/2025 | CWM LLC | 26,455 | $867K | 0.0% | -42.2% | 0.093% | |
| 5/1/2025 | Northwest Capital Management Inc | 29,626 | $971K | 0.4% | -39.4% | 0.104% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 19,017 | $623K | 0.2% | N/A | 0.066% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,802,259 | $124.56M | 0.0% | +357.4% | 13.295% | |
| 4/29/2025 | Bank of New York Mellon Corp | 16,925 | $554K | 0.0% | -83.4% | 0.059% | |
| 4/29/2025 | Strategic Blueprint LLC | 16,643 | $545K | 0.0% | N/A | 0.058% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 29,649 | $964K | 0.1% | -16.5% | 0.104% | |
| 4/28/2025 | Mutual Advisors LLC | 57,379 | $1.84M | 0.1% | +11.4% | 0.201% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 73,656 | $2.41M | 0.3% | -1.9% | 0.258% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,304,973 | $42.43M | 0.1% | +6.6% | 4.563% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,896 | $95K | 0.0% | -78.5% | 0.010% | |
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| 4/23/2025 | Sequoia Financial Advisors LLC | 51,917 | $1.70M | 0.0% | N/A | 0.182% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 24,416 | $800K | 0.6% | -14.3% | 0.085% | |
| 4/22/2025 | Antonelli Financial Advisors LLC | 36,427 | $1.19M | 1.0% | -9.1% | 0.127% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,943 | $653K | 0.0% | -17.6% | 0.070% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 139,871 | $4.58M | 0.0% | +41.1% | 0.489% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 32,970 | $1.08M | 0.5% | +23.0% | 0.115% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 237,889 | $7.79M | 0.0% | +37.4% | 0.832% | |
| 4/15/2025 | Focus Financial Network Inc. | 7,101 | $233K | 0.0% | -60.0% | 0.025% | |
| 4/15/2025 | Attessa Capital LLC | 84,925 | $2.78M | 1.8% | +15.1% | 0.297% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,271 | $140K | 0.0% | +213,450.0% | 0.015% | |
| 4/14/2025 | Barden Capital Management Inc. | 43,490 | $1.43M | 1.3% | +3.0% | 0.152% | |
| 4/14/2025 | RDA Financial Network | 7,964 | $261K | 0.1% | N/A | 0.028% | |
| 4/11/2025 | Magnus Financial Group LLC | 15,439 | $506K | 0.0% | N/A | 0.054% | |
| 4/10/2025 | Charles Schwab Trust Co | 70,505 | $2.31M | 0.2% | +5.0% | 0.247% | |
| 4/10/2025 | Fermata Advisors LLC | 37,101 | $1.22M | 0.2% | -12.2% | 0.130% | |
| 4/9/2025 | Merit Financial Group LLC | 10,200 | $334K | 0.0% | -7.4% | 0.036% | |
| 4/9/2025 | Kaizen Financial Strategies | 126,810 | $4.15M | 2.4% | +2.7% | 0.443% | |
| 4/7/2025 | GAMMA Investing LLC | 1,016 | $31K | 0.0% | N/A | 0.004% | |
| 4/3/2025 | Versant Capital Management Inc | 1,161 | $38K | 0.0% | N/A | 0.004% | |
| 4/3/2025 | Collective Family Office LLC | 64,804 | $2.12M | 0.6% | -14.9% | 0.227% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 173,169 | $5.44M | 0.0% | -57.9% | 0.707% | |
| 3/4/2025 | Birmingham Capital Management Co. Inc. AL | 148,000 | $4.65M | 1.7% | N/A | 0.627% | |
| 2/19/2025 | Invst LLC | 8,930 | $281K | 0.0% | -51.6% | 0.045% | |
| 2/17/2025 | Kaizen Financial Strategies | 123,441 | $3.88M | 2.2% | +2.9% | 0.628% | |
| 2/17/2025 | Cetera Investment Advisers | 41,879 | $1.32M | 0.0% | -45.9% | 0.213% | |
| 2/17/2025 | Bank of America Corp DE | 79,094 | $2.49M | 0.0% | -96.7% | 0.403% | |
| 2/17/2025 | Ameriprise Financial Inc. | 308,601 | $9.70M | 0.0% | +8.8% | 1.570% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 2,533 | $80K | 0.0% | N/A | 0.013% | |
| 2/14/2025 | Jane Street Group LLC | 68,647 | $2.16M | 0.0% | +160.6% | 0.349% | |
| 2/14/2025 | Bolthouse Investments LLC | 14,541 | $457K | 0.4% | N/A | 0.074% | |
| 2/14/2025 | IHT Wealth Management LLC | 10,190 | $320K | 0.0% | -49.9% | 0.052% | |
| 2/14/2025 | MML Investors Services LLC | 216,127 | $6.79M | 0.0% | -52.7% | 1.100% | |
| 2/14/2025 | GeoWealth Management LLC | 1,662 | $52K | 0.0% | -52.8% | 0.008% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 55,546 | $1.75M | 0.1% | -40.1% | 0.283% | |
| 2/13/2025 | Faithward Advisors LLC | 413,796 | $13.01M | 2.2% | +0.7% | 2.106% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 831,212 | $26.13M | 0.0% | -54.7% | 4.230% | |
| 2/13/2025 | Oarsman Capital Inc. | 2,629 | $83K | 0.0% | N/A | 0.013% | |
| 2/12/2025 | Centric Wealth Management | 126,975 | $3.99M | 1.1% | -15.1% | 0.646% | |
| 2/12/2025 | National Bank of Canada FI | 37,400 | $1.18M | 0.0% | N/A | 0.190% | |
| 2/12/2025 | JPMorgan Chase & Co. | 133,375 | $4.19M | 0.0% | -51.2% | 0.679% | |
| 2/12/2025 | Sellwood Investment Partners LLC | 14,914 | $469K | 0.3% | N/A | 0.076% | |
| 2/11/2025 | LPL Financial LLC | 249,991 | $7.86M | 0.0% | +0.8% | 1.272% | |
| 2/11/2025 | Sfmg LLC | 274,564 | $8.63M | 0.7% | -56.8% | 1.397% | |
| 2/11/2025 | Antonelli Financial Advisors LLC | 40,056 | $1.26M | 1.1% | N/A | 0.204% | |
| 2/11/2025 | TAP Consulting LLC | 85,319 | $2.68M | 0.5% | +4.7% | 0.434% | |
| 2/11/2025 | Stokes Family Office LLC | 137,755 | $4.33M | 0.5% | +15.2% | 0.701% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 14,856 | $467K | 0.0% | -54.1% | 0.076% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 99,152 | $3.12M | 0.0% | -45.7% | 0.505% | |
| 2/10/2025 | Van Strum & Towne Inc. | 36,306 | $1.14M | 0.0% | +17.3% | 0.185% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,671 | $241K | 0.0% | +19.8% | 0.039% | |
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| 2/7/2025 | Prosperity Wealth Management Inc. | 26,808 | $843K | 0.3% | -14.1% | 0.136% | |
| 2/7/2025 | Tortoise Investment Management LLC | 3,155 | $99K | 0.0% | -11.4% | 0.016% | |
| 2/7/2025 | Barden Capital Management Inc. | 42,232 | $1.33M | 1.1% | +6.7% | 0.215% | |
| 2/6/2025 | Raymond James Financial Inc. | 355,815 | $11.18M | 0.0% | N/A | 1.811% | |
| 2/6/2025 | Exencial Wealth Advisors LLC | 8,248 | $259K | 0.0% | -22.4% | 0.042% | |
| 2/6/2025 | Jones Financial Companies Lllp | 862 | $27K | 0.0% | N/A | 0.004% | |
| 2/5/2025 | Fisher Asset Management LLC | 18,069 | $568K | 0.0% | N/A | 0.092% | |
| 2/5/2025 | WT Wealth Management | 103,196 | $3.24M | 1.0% | +0.6% | 0.525% | |
| 2/5/2025 | Bryn Mawr Capital Management LLC | 25,731 | $809K | 0.0% | -15.1% | 0.131% | |
| 2/4/2025 | Bank of New York Mellon Corp | 102,019 | $3.21M | 0.0% | +527.3% | 0.519% | |
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