| 8/27/2025 | Orion Porfolio Solutions LLC | 2,180 | $376K | 0.0% | +29.5% | 0.034% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 21,653 | $3.74M | 0.0% | N/A | 0.342% | |
| 8/19/2025 | Advisory Services Network LLC | 2,109 | $369K | 0.0% | +8.4% | 0.033% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 208 | $36K | 0.0% | -90.9% | 0.003% | |
| 8/15/2025 | Tidal Investments LLC | 4,507 | $778K | 0.0% | -33.5% | 0.071% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 2,180 | $376K | 0.0% | +29.5% | 0.034% | |
| 8/15/2025 | MML Investors Services LLC | 3,933 | $678K | 0.0% | +1.5% | 0.062% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 348,637 | $60.15M | 1.3% | -10.1% | 5.508% | |
| 8/15/2025 | Bank of America Corp DE | 48,314 | $8.34M | 0.0% | +16.8% | 0.763% | |
| 8/14/2025 | Jane Street Group LLC | 2,112 | $364K | 0.0% | -82.1% | 0.033% | |
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| 8/14/2025 | Raymond James Financial Inc. | 78,675 | $13.57M | 0.0% | +6.0% | 1.243% | |
| 8/14/2025 | Betterment LLC | 20,344 | $3.51M | 0.0% | -3.1% | 0.321% | |
| 8/14/2025 | Diversify Advisory Services LLC | 3,160 | $566K | 0.0% | +12.7% | 0.050% | |
| 8/14/2025 | NewEdge Advisors LLC | 29,158 | $5.03M | 0.0% | +4.7% | 0.461% | |
| 8/13/2025 | SCS Capital Management LLC | 5,184 | $894K | 0.0% | -15.3% | 0.082% | |
| 8/13/2025 | Valued Retirements Inc. | 4,588 | $792K | 0.9% | +202.8% | 0.072% | |
| 8/13/2025 | Smith Moore & CO. | 4,972 | $858K | 0.1% | -32.6% | 0.079% | |
| 8/13/2025 | Financial Freedom LLC | 7,655 | $1.32M | 0.7% | +107.5% | 0.121% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 2,777 | $479K | 0.0% | -32.8% | 0.044% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 1,540 | $266K | 0.0% | -30.8% | 0.024% | |
| 8/12/2025 | Global Retirement Partners LLC | 5,051 | $871K | 0.0% | N/A | 0.080% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 6,604 | $1.14M | 0.1% | -13.8% | 0.104% | |
| 8/8/2025 | Cetera Investment Advisers | 311,015 | $53.66M | 0.1% | +7.3% | 4.913% | |
| 8/6/2025 | Aspect Partners LLC | 7,991 | $1.38M | 0.7% | +10.1% | 0.126% | |
| 8/5/2025 | Fullcircle Wealth LLC | 8,046 | $1.42M | 0.5% | -6.3% | 0.127% | |
| 8/1/2025 | Strategic Financial Services Inc. | 279,497 | $48.22M | 2.6% | +3.7% | 4.415% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 92,105 | $15.89M | 0.0% | +14.5% | 1.455% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 107,961 | $18.63M | 2.2% | +0.9% | 1.706% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 5,370 | $926K | 0.0% | +1.2% | 0.085% | |
| 7/31/2025 | Hobart Private Capital LLC | 21,333 | $3.68M | 0.8% | -3.7% | 0.337% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 149 | $26K | 0.0% | -68.8% | 0.002% | |
| 7/30/2025 | TFB Advisors LLC | 4,916 | $848K | 0.2% | +11.4% | 0.078% | |
| 7/29/2025 | Systelligence LLC | 178,522 | $30.80M | 5.7% | +22.8% | 2.820% | |
| 7/29/2025 | International Assets Investment Management LLC | 9,923 | $1.71M | 0.1% | +0.9% | 0.157% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 1,523 | $263K | 0.0% | -9.2% | 0.024% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 23,917 | $4.13M | 0.2% | +89.6% | 0.378% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 609 | $105K | 0.1% | N/A | 0.010% | |
| 7/28/2025 | Davidson Investment Advisors | 132,299 | $22.82M | 1.0% | +3.9% | 2.090% | |
| 7/28/2025 | Ritholtz Wealth Management | 597,746 | $103.12M | 2.3% | +24.6% | 9.443% | |
| 7/28/2025 | Harbour Investments Inc. | 4,276 | $738K | 0.0% | -6.8% | 0.068% | |
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| 7/25/2025 | Northwest Capital Management Inc | 6,515 | $1.12M | 0.6% | N/A | 0.103% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 1,955 | $337K | 0.0% | +6.9% | 0.031% | |
| 7/25/2025 | CWM LLC | 6,515 | $1.12M | 0.0% | N/A | 0.103% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 1,884 | $325K | 0.0% | +34.3% | 0.030% | |
| 7/25/2025 | Apollon Wealth Management LLC | 3,872 | $668K | 0.0% | N/A | 0.061% | |
| 7/23/2025 | Tectonic Advisors LLC | 2,596 | $448K | 0.0% | -12.6% | 0.041% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 1,174 | $202K | 0.0% | -89.2% | 0.019% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 48,448 | $8.36M | 1.5% | +18.5% | 0.765% | |
| 7/22/2025 | Belpointe Asset Management LLC | 1,268 | $219K | 0.0% | -62.1% | 0.020% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,043 | $697K | 0.0% | +138.2% | 0.064% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,111 | $192K | 0.0% | N/A | 0.018% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 107,518 | $18.55M | 0.4% | +51.5% | 1.699% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,928 | $333K | 0.0% | +39.4% | 0.030% | |
| 7/17/2025 | Lazari Capital Management Inc. | 3,591 | $620K | 0.2% | -3.1% | 0.057% | |
| 7/16/2025 | Kathmere Capital Management LLC | 3,229 | $557K | 0.0% | +10.4% | 0.051% | |
| 7/15/2025 | Financial Partners Group Inc | 49,165 | $8.48M | 1.2% | -17.7% | 0.777% | |
| 7/14/2025 | Foster Group Inc. | 1,619 | $279K | 0.0% | N/A | 0.026% | |
| 7/14/2025 | Caitlin John LLC | 9,663 | $1.67M | 1.5% | -13.1% | 0.153% | |
| 7/14/2025 | Park Avenue Securities LLC | 1,414 | $244K | 0.0% | N/A | 0.022% | |
| 7/11/2025 | Compass Ion Advisors LLC | 3,879 | $669K | 0.1% | -44.3% | 0.061% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 1,502 | $259K | 0.0% | +31.5% | 0.024% | |
| 7/11/2025 | UMB Bank n.a. | 21,575 | $3.72M | 0.1% | -1.6% | 0.341% | |
| 7/10/2025 | Anderson Hoagland & Co. | 118,390 | $20.43M | 1.9% | -0.5% | 1.870% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 20,207 | $3.49M | 0.4% | +3.1% | 0.319% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,156 | $201K | 0.0% | N/A | 0.018% | |
| 7/9/2025 | Lincoln Capital Corp | 26,283 | $4.53M | 1.7% | +0.9% | 0.415% | |
| 7/7/2025 | Nova Wealth Management Inc. | 9,791 | $1.69M | 1.2% | +5.0% | 0.155% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 1,585 | $273K | 0.1% | -27.6% | 0.025% | |
| 5/29/2025 | Nova Wealth Management Inc. | 9,321 | $1.41M | 1.2% | +10.2% | 0.150% | |
| 5/23/2025 | Strategic Financial Services Inc. | 269,499 | $40.89M | 2.4% | +1.7% | 4.340% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,277 | $345K | 0.0% | -47.8% | 0.037% | |
| 5/19/2025 | Jane Street Group LLC | 11,792 | $1.79M | 0.0% | +219.7% | 0.190% | |
| 5/19/2025 | SCS Capital Management LLC | 6,117 | $928K | 0.0% | N/A | 0.099% | |
| 5/16/2025 | NewEdge Advisors LLC | 27,862 | $4.23M | 0.0% | +174.3% | 0.449% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 5,306 | $805K | 0.0% | +31.0% | 0.085% | |
| 5/15/2025 | Royal Bank of Canada | 3,776 | $573K | 0.0% | +2.3% | 0.061% | |
| 5/15/2025 | Betterment LLC | 20,999 | $3.19M | 0.0% | N/A | 0.338% | |
| 5/15/2025 | OLD Mission Capital LLC | 14,330 | $2.17M | 0.0% | +63.8% | 0.231% | |
| 5/14/2025 | Comerica Bank | 7,843 | $1.19M | 0.0% | -13.0% | 0.126% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,133 | $627K | 0.0% | +841.5% | 0.067% | |
| 5/14/2025 | Caitlin John LLC | 11,119 | $1.69M | 1.7% | -19.4% | 0.179% | |
| 5/14/2025 | Kestra Advisory Services LLC | 10,905 | $1.65M | 0.0% | -2.2% | 0.176% | |
| 5/14/2025 | TFB Advisors LLC | 4,412 | $669K | 0.2% | +44.7% | 0.071% | |
| 5/13/2025 | Raymond James Financial Inc. | 74,212 | $11.26M | 0.0% | +10.0% | 1.195% | |
| 5/13/2025 | HighTower Advisors LLC | 1,552 | $235K | 0.0% | N/A | 0.025% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 2,250 | $341K | 0.1% | N/A | 0.036% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 1,828 | $277K | 0.0% | -44.7% | 0.029% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 7,658 | $1.16M | 0.1% | +47.9% | 0.122% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 70,970 | $10.77M | 0.3% | +13.3% | 1.134% | |
| 5/8/2025 | Harbour Investments Inc. | 4,588 | $696K | 0.0% | +26.6% | 0.073% | |
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| 5/8/2025 | Arkadios Wealth Advisors | 2,142 | $325K | 0.0% | +10.5% | 0.034% | |
| 5/7/2025 | LPL Financial LLC | 102,003 | $15.48M | 0.0% | +18.9% | 1.629% | |
| 5/7/2025 | Valued Retirements Inc. | 1,515 | $230K | 0.3% | N/A | 0.024% | |
| 5/6/2025 | Cetera Investment Advisers | 289,868 | $43.98M | 0.1% | +7.2% | 4.630% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 6,410 | $973K | 0.0% | +3.5% | 0.102% | |
| 5/6/2025 | Financial Partners Group Inc | 59,732 | $9.06M | 1.4% | N/A | 0.954% | |
| 5/6/2025 | PFG Advisors | 4,960 | $753K | 0.0% | +6.0% | 0.079% | |
| 5/5/2025 | Private Advisor Group LLC | 7,551 | $1.15M | 0.0% | N/A | 0.121% | |
| 5/5/2025 | Diversify Advisory Services LLC | 2,804 | $429K | 0.0% | N/A | 0.045% | |
| 5/2/2025 | Tectonic Advisors LLC | 2,970 | $451K | 0.0% | +2.4% | 0.047% | |
