| 8/28/2025 | Midwestern Financial LLC IA | 25,155 | $1.23M | 1.2% | N/A | 0.253% | |
| 8/27/2025 | Barnes Wealth Management Group Inc | 4,127 | $202K | 0.1% | N/A | 0.041% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 33,546 | $1.64M | 0.0% | -12.6% | 0.337% | |
| 8/18/2025 | ARQ Wealth Advisors LLC | 59,609 | $2.95M | 1.0% | N/A | 0.599% | |
| 8/15/2025 | Captrust Financial Advisors | 14,040 | $687K | 0.0% | -20.9% | 0.141% | |
| 8/15/2025 | Visionary Wealth Advisors | 82,073 | $4.02M | 0.2% | -11.2% | 0.825% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 394,034 | $19.28M | 0.1% | +926.8% | 3.960% | |
| 8/15/2025 | IHT Wealth Management LLC | 68,652 | $3.36M | 0.1% | -4.8% | 0.690% | |
| 8/14/2025 | Jane Street Group LLC | 319,153 | $15.62M | 0.0% | +477.4% | 3.208% | |
| 8/14/2025 | Raymond James Financial Inc. | 136,643 | $6.69M | 0.0% | +17.3% | 1.373% | |
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| 8/14/2025 | FAS Wealth Partners Inc. | 68,595 | $3.36M | 0.2% | -6.6% | 0.689% | |
| 8/14/2025 | NewEdge Advisors LLC | 60,299 | $2.95M | 0.0% | -13.3% | 0.606% | |
| 8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 13,030 | $638K | 0.0% | -2.4% | 0.131% | |
| 8/13/2025 | Flow Traders U.S. LLC | 30,058 | $1.47M | 0.1% | +25.9% | 0.302% | |
| 8/8/2025 | Condor Capital Management | 164,077 | $8.03M | 0.7% | +0.6% | 1.692% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 9,171 | $449K | 0.0% | +47.8% | 0.095% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 18,501 | $905K | 0.0% | +104.0% | 0.191% | |
| 8/7/2025 | PFG Advisors | 22,111 | $1.08M | 0.0% | +20.6% | 0.228% | |
| 8/5/2025 | Arrowroot Family Office LLC | 5,379 | $263K | 0.1% | N/A | 0.055% | |
| 8/5/2025 | Westside Investment Management Inc. | 16,400 | $802K | 0.1% | +5.1% | 0.169% | |
| 8/5/2025 | Frederick Financial Consultants LLC | 15,234 | $745K | 0.5% | -18.0% | 0.157% | |
| 8/4/2025 | Atria Investments Inc | 53,759 | $2.63M | 0.0% | -54.8% | 0.554% | |
| 8/4/2025 | Savvy Advisors Inc. | 17,235 | $843K | 0.1% | N/A | 0.178% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,133,069 | $104.37M | 0.0% | +13.4% | 21.990% | |
| 7/29/2025 | Goldstein Advisors LLC | 412,014 | $20.16M | 2.7% | -4.5% | 4.248% | |
| 7/29/2025 | Private Trust Co. NA | 7,574 | $371K | 0.0% | -5.9% | 0.078% | |
| 7/28/2025 | Mutual Advisors LLC | 32,953 | $1.60M | 0.0% | +10.5% | 0.340% | |
| 7/25/2025 | Landmark Wealth Management LLC | 29,820 | $1.46M | 0.6% | -47.1% | 0.307% | |
| 7/25/2025 | CWM LLC | 1,122,940 | $54.95M | 0.2% | +3.9% | 11.577% | |
| 7/24/2025 | IFP Advisors Inc | 131,549 | $6.44M | 0.2% | +19.9% | 1.356% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 33,599 | $1.64M | 0.0% | -29.7% | 0.346% | |
| 7/17/2025 | ERn Financial LLC | 20,131 | $985K | 0.2% | +3.4% | 0.206% | |
| 7/15/2025 | McAdam LLC | 4,160 | $204K | 0.0% | N/A | 0.043% | |
| 7/15/2025 | Mather Group LLC. | 56,673 | $2.77M | 0.0% | +2,063.9% | 0.581% | |
| 7/15/2025 | Financial Partners Group Inc | 4,582 | $224K | 0.0% | +6.1% | 0.047% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 83,646 | $4.09M | 0.1% | +34.8% | 0.858% | |
| 7/11/2025 | CX Institutional | 292,028 | $14.29M | 0.5% | -54.2% | 2.995% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 113,495 | $5.55M | 0.2% | +5.1% | 1.152% | |
| 7/9/2025 | GEM Asset Management LLC | 65,091 | $3.18M | 1.6% | -1.1% | 0.661% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 11,050 | $547K | 0.5% | -4.7% | 0.108% | |
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| 5/19/2025 | Jane Street Group LLC | 55,277 | $2.74M | 0.0% | -31.5% | 0.539% | |
| 5/19/2025 | SageView Advisory Group LLC | 15,166 | $750K | 0.0% | -3.4% | 0.148% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,871 | $241K | 0.0% | N/A | 0.048% | |
| 5/16/2025 | NewEdge Advisors LLC | 69,522 | $3.44M | 0.0% | +8.7% | 0.678% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 28,034 | $1.39M | 0.4% | -6.2% | 0.274% | |
| 5/15/2025 | Royal Bank of Canada | 28,464 | $1.41M | 0.0% | +19.7% | 0.278% | |
| 5/15/2025 | OLD Mission Capital LLC | 82,951 | $4.10M | 0.1% | N/A | 0.809% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 13,355 | $661K | 0.0% | +5.3% | 0.130% | |
| 5/14/2025 | Comerica Bank | 16,731 | $828K | 0.0% | -55.7% | 0.163% | |
| 5/14/2025 | Synovus Financial Corp | 10,315 | $510K | 0.0% | -11.5% | 0.101% | |
| 5/14/2025 | Kestra Advisory Services LLC | 110,654 | $5.48M | 0.0% | +35.4% | 1.080% | |
| 5/14/2025 | Flow Traders U.S. LLC | 23,879 | $1.18M | 0.0% | N/A | 0.233% | |
| 5/13/2025 | Raymond James Financial Inc. | 116,538 | $5.77M | 0.0% | +11.8% | 1.137% | |
| 5/13/2025 | HighTower Advisors LLC | 152,577 | $7.55M | 0.0% | +10.3% | 1.489% | |
| 5/12/2025 | Condor Capital Management | 163,130 | $8.07M | 0.8% | +3.8% | 1.592% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,960 | $97K | 0.0% | N/A | 0.019% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 9,069 | $449K | 0.0% | +50.1% | 0.087% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 6,204 | $307K | 0.0% | +14.8% | 0.060% | |
| 5/7/2025 | Sunpointe LLC | 184,974 | $9.15M | 4.9% | -6.6% | 1.779% | |
| 5/7/2025 | LPL Financial LLC | 550,930 | $27.26M | 0.0% | -0.9% | 5.297% | |
| 5/6/2025 | Financial Partners Group Inc | 4,318 | $214K | 0.0% | -11.9% | 0.042% | |
| 5/6/2025 | PFG Advisors | 18,340 | $907K | 0.1% | +9.7% | 0.176% | |
| 5/5/2025 | IFP Advisors Inc | 109,737 | $5.43M | 0.2% | +4.5% | 1.055% | |
| 5/5/2025 | OneAscent Financial Services LLC | 34,349 | $1.70M | 0.1% | +1.3% | 0.330% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 73,460 | $3.64M | 0.3% | +10.5% | 0.706% | |
| 5/5/2025 | Private Advisor Group LLC | 207,785 | $10.28M | 0.1% | +0.7% | 1.998% | |
| 5/2/2025 | Fortis Group Advisors LLC | 5,548 | $275K | 0.1% | N/A | 0.053% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 18,579 | $919K | 0.7% | -6.2% | 0.179% | |
| 5/2/2025 | Landmark Wealth Management LLC | 56,403 | $2.79M | 1.2% | -1.4% | 0.542% | |
| 5/2/2025 | Sigma Planning Corp | 6,527 | $323K | 0.0% | -11.7% | 0.063% | |
| 5/1/2025 | CWM LLC | 1,080,833 | $53.48M | 0.2% | +4.3% | 10.393% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 15,078 | $749K | 0.0% | N/A | 0.145% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 62,063 | $3.07M | 0.1% | +6.8% | 0.597% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,880,368 | $93.04M | 0.0% | -3.3% | 18.080% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 111,648 | $5.52M | 0.1% | -12.7% | 1.074% | |
| 4/28/2025 | Mutual Advisors LLC | 29,831 | $1.45M | 0.0% | -20.5% | 0.287% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 10,579 | $523K | 0.3% | -2.7% | 0.102% | |
| 4/25/2025 | Mather Group LLC. | 2,619 | $130K | 0.0% | N/A | 0.025% | |
| 4/25/2025 | Westside Investment Management Inc. | 15,600 | $772K | 0.2% | +5.4% | 0.150% | |
| 4/24/2025 | CNB Bank | 18,705 | $926K | 0.5% | -16.2% | 0.180% | |
| 4/23/2025 | Goldstein Advisors LLC | 431,366 | $21.34M | 3.1% | +2.7% | 4.148% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 85,518 | $4.23M | 0.0% | -6.5% | 0.822% | |
| 4/21/2025 | ERn Financial LLC | 19,478 | $964K | 0.2% | +42.8% | 0.187% | |
| 4/17/2025 | GEM Asset Management LLC | 65,838 | $3.27M | 1.8% | +4.4% | 0.633% | |
| 4/17/2025 | Stewardship Advisors LLC | 8,828 | $437K | 0.1% | -38.6% | 0.085% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 108,012 | $5.34M | 0.2% | +2.0% | 1.039% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,625 | $476K | 0.0% | -33.8% | 0.093% | |
| 4/15/2025 | CX Institutional | 637,723 | $31.56M | 1.2% | +3.1% | 6.132% | |
| 4/14/2025 | Farther Finance Advisors LLC | 788 | $39K | 0.0% | N/A | 0.008% | |
| 4/11/2025 | First Affirmative Financial Network | 13,928 | $689K | 0.4% | +17.7% | 0.134% | |
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| 4/9/2025 | Merit Financial Group LLC | 8,425 | $417K | 0.0% | -19.0% | 0.081% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,540 | $729K | 0.0% | N/A | 0.140% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 46,879 | $2.35M | 0.1% | N/A | 0.451% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 16,733 | $839K | 0.1% | N/A | 0.192% | |
| 2/17/2025 | Visionary Wealth Advisors | 90,056 | $4.52M | 0.3% | +15.4% | 1.035% | |
| 2/17/2025 | Cetera Investment Advisers | 4,282 | $215K | 0.0% | -19.6% | 0.049% | |
| 2/17/2025 | Captrust Financial Advisors | 17,182 | $862K | 0.0% | -6.0% | 0.197% | |
| 2/17/2025 | Arrowroot Family Office LLC | 5,128 | $257K | 0.1% | +8.5% | 0.059% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 11,595 | $581K | 0.6% | N/A | 0.133% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 107,121 | $5.37M | 0.0% | N/A | 1.231% | |
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