| 8/15/2025 | Equitable Holdings Inc. | 119,915 | $11.82M | 0.1% | +35.4% | 1.966% | |
| 8/15/2025 | Bank of America Corp DE | 69,872 | $6.89M | 0.0% | +87.8% | 1.145% | |
| 8/14/2025 | Jane Street Group LLC | 68,040 | $6.71M | 0.0% | +617.9% | 1.115% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,926 | $288K | 0.0% | N/A | 0.048% | |
| 8/14/2025 | Peapack Gladstone Financial Corp | 7,705 | $759K | 0.0% | +61.2% | 0.126% | |
| 8/13/2025 | SCS Capital Management LLC | 4,390 | $433K | 0.0% | N/A | 0.072% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 1,881 | $185K | 0.0% | -49.7% | 0.031% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 875 | $86K | 0.0% | N/A | 0.014% | |
| 8/13/2025 | Maia Wealth LLC | 6,861 | $676K | 0.1% | +12.1% | 0.112% | |
| 8/12/2025 | Seeds Investor LLC | 4,910 | $484K | 0.1% | N/A | 0.080% | |
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| 8/8/2025 | Cetera Investment Advisers | 168,957 | $16.65M | 0.0% | +123.0% | 2.770% | |
| 8/7/2025 | Timonier Family Office LTD. | 15,680 | $1.55M | 0.6% | +145.0% | 0.257% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 10,677 | $1.05M | 0.1% | +255.9% | 0.175% | |
| 8/5/2025 | Integrity Wealth Solutions LLC | 19,344 | $1.91M | 0.9% | +188.7% | 0.317% | |
| 8/5/2025 | Sheridan Capital Management LLC | 4,500 | $444K | 0.3% | N/A | 0.074% | |
| 8/4/2025 | IFG Advisory LLC | 4,200 | $414K | 0.0% | +44.8% | 0.069% | |
| 8/4/2025 | Atria Investments Inc | 48,483 | $4.78M | 0.1% | +10.4% | 0.795% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 9,600 | $946K | 0.0% | N/A | 0.157% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 34,143 | $3.37M | 0.1% | -6.2% | 0.560% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 291,122 | $28.69M | 0.0% | +12.7% | 4.772% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 2,984 | $294K | 0.0% | -33.8% | 0.049% | |
| 7/31/2025 | Moser Wealth Advisors LLC | 1,150 | $113K | 0.1% | +21.1% | 0.019% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 38,914 | $3.84M | 1.9% | +492.2% | 0.638% | |
| 7/30/2025 | Retirement Planning Group LLC | 3,740 | $369K | 0.0% | N/A | 0.061% | |
| 7/29/2025 | Unison Advisors LLC | 594,466 | $58.59M | 6.6% | N/A | 9.745% | |
| 7/28/2025 | Harbour Investments Inc. | 4,906 | $484K | 0.0% | -3.1% | 0.080% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 9,178 | $905K | 0.0% | -1.3% | 0.150% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 206,396 | $20.34M | 0.8% | +639.7% | 3.384% | |
| 7/23/2025 | Stephen J. Garry & Associates LLC | 14,466 | $1.43M | 1.2% | -1.7% | 0.237% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 14,408 | $1.42M | 0.0% | -55.0% | 0.236% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 13,207 | $1.30M | 0.3% | -4.6% | 0.217% | |
| 7/21/2025 | Crews Bank & Trust | 4,350 | $429K | 0.1% | +17.9% | 0.071% | |
| 7/18/2025 | SigFig Wealth Management LLC | 7,879 | $774K | 0.0% | +142.4% | 0.129% | |
| 7/18/2025 | Truist Financial Corp | 14,489 | $1.43M | 0.0% | +180.8% | 0.238% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 729 | $72K | 0.0% | +53.2% | 0.012% | |
| 7/17/2025 | Genesis Private Wealth LLC | 8,162 | $804K | 0.4% | -7.2% | 0.134% | |
| 7/17/2025 | Luminvest Wealth Management LLC | 4,782 | $471K | 0.2% | -27.5% | 0.078% | |
| 7/16/2025 | Paragon Capital Management Ltd | 23,374 | $2.30M | 0.4% | +108.4% | 0.383% | |
| 7/15/2025 | Signal Tree Financial Partners LLC | 8,258 | $814K | 0.7% | N/A | 0.135% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 7,478 | $737K | 0.5% | +154.8% | 0.123% | |
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| 7/14/2025 | Seed Wealth Management Inc. | 47,245 | $4.66M | 3.5% | N/A | 0.775% | |
| 7/10/2025 | Financial Management Network Inc. | 10,547 | $1.04M | 0.2% | +26.1% | 0.173% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 89,476 | $8.82M | 0.9% | +1.4% | 1.479% | |
| 5/19/2025 | Jane Street Group LLC | 9,477 | $937K | 0.0% | -21.4% | 0.176% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 36,397 | $3.60M | 0.1% | N/A | 0.674% | |
| 5/16/2025 | Aberdeen Wealth Management LLC | 2,033 | $201K | 0.1% | N/A | 0.038% | |
| 5/15/2025 | Flputnam Investment Management Co. | 3,968 | $392K | 0.0% | N/A | 0.073% | |
| 5/15/2025 | OLD Mission Capital LLC | 34,538 | $3.41M | 0.0% | +185.1% | 0.640% | |
| 5/14/2025 | Comerica Bank | 3,672 | $363K | 0.0% | +3.1% | 0.068% | |
| 5/14/2025 | Freedom Investment Management Inc. | 14,158 | $1.40M | 0.1% | +3.1% | 0.262% | |
| 5/13/2025 | Cresset Asset Management LLC | 2,195 | $217K | 0.0% | N/A | 0.041% | |
| 5/13/2025 | Stephen J. Garry & Associates LLC | 14,716 | $1.45M | 1.4% | -1.3% | 0.273% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 25,764 | $2.55M | 0.2% | +517.0% | 0.477% | |
| 5/12/2025 | Maia Wealth LLC | 6,122 | $596K | 0.1% | +3.5% | 0.113% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 6,571 | $649K | 0.3% | +194.8% | 0.122% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 152,811 | $15.10M | 0.0% | +2.8% | 2.830% | |
| 5/8/2025 | IFG Advisory LLC | 2,900 | $287K | 0.0% | +11.5% | 0.054% | |
| 5/8/2025 | Harbour Investments Inc. | 5,061 | $500K | 0.0% | -24.9% | 0.094% | |
| 5/7/2025 | Financial Management Network Inc. | 8,364 | $820K | 0.2% | +23.9% | 0.155% | |
| 5/7/2025 | LPL Financial LLC | 27,289 | $2.70M | 0.0% | +12.4% | 0.505% | |
| 5/6/2025 | Cetera Investment Advisers | 75,763 | $7.49M | 0.0% | +2,681.3% | 1.403% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 4,026 | $398K | 0.0% | +4.5% | 0.075% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 3,000 | $296K | 0.0% | N/A | 0.068% | |
| 5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 8,221 | $812K | 0.2% | +6.2% | 0.186% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 31,991 | $3.16M | 0.1% | +925.4% | 0.722% | |
| 4/30/2025 | Brown Advisory Inc. | 5,000 | $494K | 0.0% | N/A | 0.113% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 258,270 | $25.52M | 0.0% | +437.1% | 5.830% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 20,646 | $2.04M | 0.1% | +250.0% | 0.466% | |
| 4/28/2025 | Smart Money Group LLC | 2,726 | $269K | 0.2% | N/A | 0.050% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 27,904 | $2.76M | 0.1% | +4.0% | 0.630% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 13,846 | $1.37M | 0.3% | +91.6% | 0.313% | |
| 4/23/2025 | Timonier Family Office LTD. | 6,400 | $632K | 0.3% | +8.3% | 0.144% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 4,195 | $415K | 0.0% | +31.3% | 0.095% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 6,700 | $662K | 0.4% | N/A | 0.151% | |
| 4/22/2025 | Crews Bank & Trust | 3,690 | $365K | 0.1% | +163.6% | 0.083% | |
| 4/22/2025 | Aspire Private Capital LLC | 38,476 | $3.80M | 0.9% | N/A | 0.869% | |
| 4/22/2025 | Elser Financial Planning Inc | 9,445 | $933K | 1.3% | -3.7% | 0.213% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 9,297 | $919K | 0.0% | +195.9% | 0.210% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 88,202 | $8.72M | 1.0% | +9.6% | 1.991% | |
| 4/16/2025 | Paragon Capital Management Ltd | 11,216 | $1.11M | 0.2% | +22.0% | 0.253% | |
| 4/15/2025 | Integrated Advisors Network LLC | 4,148 | $410K | 0.0% | N/A | 0.094% | |
| 4/9/2025 | SigFig Wealth Management LLC | 3,251 | $321K | 0.0% | N/A | 0.079% | |
| 2/20/2025 | Westfuller Advisors LLC | 2,160 | $215K | 0.1% | N/A | 0.057% | |
| 2/18/2025 | First Heartland Consultants Inc. | 12,694 | $1.26M | 0.1% | +149.3% | 0.336% | |
| 2/17/2025 | Cetera Investment Advisers | 2,724 | $271K | 0.0% | -32.6% | 0.213% | |
| 2/17/2025 | Bank of America Corp DE | 10,374 | $1.03M | 0.0% | N/A | 0.810% | |
| 2/14/2025 | Jane Street Group LLC | 12,054 | $1.20M | 0.0% | -57.7% | 0.942% | |
| 2/14/2025 | Comerica Bank | 3,560 | $354K | 0.0% | N/A | 0.278% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 4,375 | $435K | 0.0% | -21.5% | 0.342% | |
| 2/14/2025 | Oak Wealth Advisors LLC | 2,965 | $295K | 0.2% | N/A | 0.232% | |
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| 2/13/2025 | Mariner LLC | 9,363 | $931K | 0.0% | N/A | 0.731% | |
| 2/13/2025 | Raymond James Financial Inc. | 7,311 | $727K | 0.0% | N/A | 0.571% | |
| 2/13/2025 | Peapack Gladstone Financial Corp | 4,780 | $475K | 0.0% | -11.2% | 0.373% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 48,086 | $4.78M | 0.0% | N/A | 3.757% | |
| 2/12/2025 | Unison Advisors LLC | 561,621 | $55.82M | 6.6% | N/A | 43.877% | |
| 2/12/2025 | OLD Mission Capital LLC | 12,116 | $1.20M | 0.0% | N/A | 0.947% | |
| 2/12/2025 | Life Planning Partners Inc | 24,549 | $2.44M | 0.3% | N/A | 1.918% | |
| 2/11/2025 | LPL Financial LLC | 24,276 | $2.41M | 0.0% | +783.4% | 1.897% | |
| 2/10/2025 | Harbour Investments Inc. | 6,735 | $669K | 0.0% | +1,367.3% | 0.526% | |
| 2/10/2025 | Corient Private Wealth LLC | 2,850 | $283K | 0.0% | N/A | 0.223% | |
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