| 8/1/2025 | Envestnet Asset Management Inc. | 426,472 | $11.11M | 0.0% | +22.2% | 1.165% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 32,471 | $846K | 0.1% | -15.4% | 0.089% | |
| 7/31/2025 | BIP Wealth LLC | 27,485 | $716K | 0.0% | -21.2% | 0.075% | |
| 7/31/2025 | 3EDGE Asset Management LP | 1,278,493 | $33.25M | 2.1% | -7.3% | 3.493% | |
| 7/30/2025 | Phillips Financial Management LLC | 84,481 | $2.20M | 0.2% | -8.9% | 0.231% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 1,649 | $43K | 0.0% | -44.2% | 0.005% | |
| 7/29/2025 | Morgan Dempsey Capital Management LLC | 3,130 | $82K | 0.0% | +117.7% | 0.009% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 154,230 | $4.02M | 0.1% | N/A | 0.421% | |
| 7/25/2025 | Northwest Capital Management Inc | 11,115 | $290K | 0.2% | -29.8% | 0.030% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 12,000 | $313K | 0.3% | N/A | 0.033% | |
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| 7/25/2025 | Ellis Investment Partners LLC | 8,167 | $213K | 0.0% | N/A | 0.022% | |
| 7/25/2025 | CWM LLC | 3,028,405 | $78.92M | 0.3% | +10.6% | 8.252% | |
| 7/25/2025 | Stonehage Fleming Financial Services Holdings Ltd | 1,600 | $42K | 0.0% | -28.6% | 0.004% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 7,987 | $208K | 0.2% | -8.3% | 0.022% | |
| 7/24/2025 | JNBA Financial Advisors | 3,369 | $88K | 0.0% | -38.0% | 0.009% | |
| 7/24/2025 | IFP Advisors Inc | 3,448 | $90K | 0.0% | +7,236.2% | 0.009% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 145,800 | $3.80M | 0.3% | +1.3% | 0.397% | |
| 7/23/2025 | Detalus Advisors LLC | 9,203 | $240K | 0.1% | -4.2% | 0.025% | |
| 7/22/2025 | Aquire Wealth Advisors LLC | 248,705 | $6.48M | 1.7% | +16.5% | 0.678% | |
| 7/21/2025 | Ameriflex Group Inc. | 13,787 | $359K | 0.2% | -57.8% | 0.038% | |
| 7/18/2025 | Pure Financial Advisors LLC | 1,077,645 | $28.08M | 0.5% | -2.1% | 2.936% | |
| 7/18/2025 | SigFig Wealth Management LLC | 66,724 | $1.73M | 0.1% | -4.5% | 0.182% | |
| 7/18/2025 | Truist Financial Corp | 118,842 | $3.10M | 0.0% | -5.1% | 0.324% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 30,222 | $788K | 0.0% | -58.5% | 0.082% | |
| 7/17/2025 | ERn Financial LLC | 261,195 | $6.81M | 1.4% | +11.1% | 0.712% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 609,523 | $15.88M | 1.4% | +1.0% | 1.661% | |
| 7/17/2025 | KWB Wealth | 18,986 | $501K | 0.1% | +8.8% | 0.052% | |
| 7/17/2025 | Charles Schwab Trust Co | 27,125 | $707K | 0.1% | +16.9% | 0.074% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 161,586 | $4.21M | 0.8% | +29.8% | 0.440% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 79,235 | $2.07M | 0.1% | -2.2% | 0.216% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 39,416 | $1.03M | 0.3% | +18.0% | 0.107% | |
| 7/15/2025 | McAdam LLC | 9,221 | $240K | 0.0% | -13.4% | 0.025% | |
| 7/14/2025 | Gries Financial LLC | 11,643 | $303K | 0.1% | -53.5% | 0.032% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 193,169 | $5.03M | 0.9% | -34.8% | 0.526% | |
| 7/14/2025 | Ridgewood Investments LLC | 19,431 | $506K | 0.2% | -4.8% | 0.053% | |
| 7/14/2025 | Flagstar Advisors Inc. | 23,544 | $614K | 0.2% | -37.1% | 0.064% | |
| 7/11/2025 | Farther Finance Advisors LLC | 11,170 | $291K | 0.0% | -28.2% | 0.030% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 10,336 | $269K | 0.0% | -3.9% | 0.028% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 16,309 | $422K | 0.0% | -32.1% | 0.044% | |
| 7/7/2025 | Verde Capital Management | 122,507 | $3.19M | 0.8% | +14.1% | 0.332% | |
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| 7/3/2025 | Garde Capital Inc. | 115,206 | $3.00M | 0.2% | +1.7% | 0.302% | |
| 5/27/2025 | Jacobi Capital Management LLC | 40,795 | $1.08M | 0.1% | +2.2% | 0.107% | |
| 5/22/2025 | WBI Investments LLC | 13,011 | $343K | 0.1% | -33.2% | 0.034% | |
| 5/21/2025 | McAdam LLC | 10,652 | $281K | 0.0% | -20.4% | 0.028% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 55,135 | $1.45M | 0.0% | -12.7% | 0.145% | |
| 5/19/2025 | Jane Street Group LLC | 80,284 | $2.12M | 0.0% | +267.0% | 0.211% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 65,100 | $1.72M | 0.0% | -5.5% | 0.171% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,310 | $219K | 0.0% | +36.5% | 0.022% | |
| 5/16/2025 | NewEdge Advisors LLC | 14,830 | $391K | 0.0% | -14.4% | 0.039% | |
| 5/16/2025 | Greenline Partners LLC | 115,508 | $3.05M | 0.4% | -64.6% | 0.303% | |
| 5/16/2025 | Advisors Asset Management Inc. | 29,912 | $789K | 0.0% | +10.5% | 0.079% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 14,486 | $382K | 0.0% | +14.3% | 0.038% | |
| 5/15/2025 | Ameriflex Group Inc. | 32,646 | $861K | 0.4% | -1.5% | 0.086% | |
| 5/15/2025 | Royal Bank of Canada | 53,776 | $1.42M | 0.0% | -43.4% | 0.141% | |
| 5/15/2025 | Betterment LLC | 9,988 | $263K | 0.0% | N/A | 0.026% | |
| 5/14/2025 | Note Advisors LLC | 93,205 | $2.46M | 2.0% | -5.3% | 0.245% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 12,467 | $329K | 0.2% | N/A | 0.033% | |
| 5/14/2025 | Flow Traders U.S. LLC | 77,915 | $2.06M | 0.1% | -43.0% | 0.205% | |
| 5/13/2025 | Global View Capital Management LLC | 37,447 | $988K | 0.4% | -15.6% | 0.098% | |
| 5/13/2025 | Raymond James Financial Inc. | 164,791 | $4.35M | 0.0% | -19.2% | 0.433% | |
| 5/13/2025 | HighTower Advisors LLC | 16,917 | $446K | 0.0% | -3.4% | 0.044% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 123,508 | $3.26M | 0.0% | +8.2% | 0.324% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 56,941 | $1.50M | 0.2% | +192.8% | 0.149% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 3,321,674 | $87.63M | 0.0% | -4.7% | 8.718% | |
| 5/9/2025 | Aquire Wealth Advisors LLC | 213,563 | $5.63M | 1.7% | -0.9% | 0.563% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 39,021 | $1.03M | 0.0% | -2.0% | 0.103% | |
| 5/8/2025 | IFG Advisory LLC | 161,323 | $4.26M | 0.2% | +7.2% | 0.426% | |
| 5/8/2025 | TIAA Trust National Association | 277,765 | $7.33M | 0.0% | +80.9% | 0.733% | |
| 5/8/2025 | US Bancorp DE | 6,821 | $180K | 0.0% | -30.2% | 0.018% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 18,414 | $486K | 0.2% | -25.3% | 0.049% | |
| 5/8/2025 | Wooster Corthell Wealth Management Inc. | 296,411 | $7.82M | 1.6% | -2.2% | 0.782% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 5,666 | $149K | 0.1% | N/A | 0.015% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 23,826 | $629K | 0.0% | +8.9% | 0.063% | |
| 5/7/2025 | Maridea Wealth Management LLC | 11,623 | $307K | 0.1% | N/A | 0.031% | |
| 5/7/2025 | Ridgewood Investments LLC | 20,417 | $539K | 0.2% | -2.6% | 0.054% | |
| 5/7/2025 | LPL Financial LLC | 1,372,645 | $36.21M | 0.0% | -11.4% | 3.622% | |
| 5/6/2025 | Cetera Investment Advisers | 79,673 | $2.10M | 0.0% | +2.6% | 0.210% | |
| 5/6/2025 | Efficient Advisors LLC | 9,009 | $238K | 0.0% | -27.1% | 0.024% | |
| 5/5/2025 | Gries Financial LLC | 25,045 | $661K | 0.1% | -80.1% | 0.066% | |
| 5/5/2025 | Treasure Coast Financial Planning | 36,428 | $961K | 0.6% | -11.6% | 0.096% | |
| 5/5/2025 | Cannon Financial Strategists Inc. | 814,741 | $21.49M | 3.7% | +5.5% | 2.150% | |
| 5/5/2025 | Montag A & Associates Inc. | 1,087 | $29K | 0.0% | N/A | 0.003% | |
| 5/5/2025 | Private Advisor Group LLC | 118,479 | $3.13M | 0.0% | +6.3% | 0.313% | |
| 5/2/2025 | Allen Capital Group LLC | 87,031 | $2.30M | 0.3% | -4.9% | 0.230% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 124,529 | $3.29M | 0.7% | +21.4% | 0.329% | |
| 5/2/2025 | BIP Wealth LLC | 34,892 | $920K | 0.1% | -11.7% | 0.092% | |
| 5/2/2025 | Larson Financial Group LLC | 23,334 | $616K | 0.0% | +12.0% | 0.062% | |
| 5/1/2025 | CWM LLC | 2,738,009 | $72.23M | 0.3% | +8,652.4% | 7.224% | |
| 5/1/2025 | Hughes Financial Services LLC | 594,581 | $15.57M | 3.0% | +4.3% | 1.569% | |
| 5/1/2025 | Fulton Breakefield Broenniman LLC | 143,968 | $3.80M | 0.3% | +23.5% | 0.380% | |
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| 5/1/2025 | 3EDGE Asset Management LP | 1,379,050 | $36.23M | 2.5% | +76.1% | 3.639% | |
| 5/1/2025 | Realta Investment Advisors | 1,671 | $44K | 0.0% | +60.7% | 0.004% | |
| 5/1/2025 | Northwest Capital Management Inc | 15,833 | $418K | 0.2% | -27.3% | 0.042% | |
| 5/1/2025 | Auour Investments LLC | 25,261 | $662K | 0.2% | -2.2% | 0.067% | |
| 5/1/2025 | Fifth Third Securities Inc. | 17,501 | $462K | 0.0% | +35.7% | 0.046% | |
| 4/30/2025 | Cerity Partners LLC | 899,523 | $23.73M | 0.0% | +0.4% | 2.373% | |
| 4/30/2025 | Phillips Financial Management LLC | 92,720 | $2.45M | 0.2% | -5.1% | 0.245% | |
| 4/30/2025 | Allworth Financial LP | 6,058 | $158K | 0.0% | -26.2% | 0.016% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 37,681 | $994K | 0.3% | -6.9% | 0.099% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 8,284 | $219K | 0.1% | -4.4% | 0.022% | |
