| 8/14/2025 | HUB Investment Partners LLC | 37,963 | $817K | 0.0% | +2.5% | 0.269% | |
| 8/13/2025 | Brown Advisory Inc. | 14,148 | $304K | 0.0% | N/A | 0.100% | |
| 8/13/2025 | VestGen Advisors LLC | 19,479 | $418K | 0.0% | +39.1% | 0.138% | |
| 8/13/2025 | Vermillion & White Wealth Management Group LLC | 28,157 | $606K | 0.4% | -26.3% | 0.200% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 72,164 | $1.55M | 0.0% | +25.9% | 0.512% | |
| 8/12/2025 | Kaye Capital Management | 355,560 | $7.65M | 2.9% | +151.9% | 2.522% | |
| 8/8/2025 | Cetera Investment Advisers | 167,241 | $3.60M | 0.0% | -5.9% | 1.186% | |
| 8/8/2025 | Advyzon Investment Management LLC | 11,253 | $242K | 0.1% | -5.2% | 0.080% | |
| 8/8/2025 | IMA Advisory Services Inc. | 315,864 | $6.80M | 0.7% | +3.1% | 2.240% | |
| 8/7/2025 | SFE Investment Counsel | 337,617 | $7.27M | 1.3% | +6.0% | 2.394% | |
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| 8/7/2025 | Bradley & Co. Private Wealth Management LLC | 12,270 | $264K | 0.2% | N/A | 0.087% | |
| 8/6/2025 | Prospera Financial Services Inc | 77,806 | $1.67M | 0.0% | +4.1% | 0.552% | |
| 8/5/2025 | Key Financial Inc | 15,510 | $334K | 0.1% | +37.4% | 0.110% | |
| 8/5/2025 | Pacific Wealth Strategies Group Inc. | 15,485 | $331K | 0.2% | N/A | 0.110% | |
| 8/5/2025 | Summit Investment Advisory Services LLC | 80,784 | $1.74M | 1.5% | N/A | 0.573% | |
| 8/1/2025 | GPM Growth Investors Inc. | 220,224 | $4.74M | 1.9% | +3.0% | 1.573% | |
| 8/1/2025 | Advisory Alpha LLC | 183,877 | $3.96M | 0.1% | +9.8% | 1.313% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 379,932 | $8.18M | 0.0% | +2.4% | 2.714% | |
| 7/31/2025 | Topsail Wealth Management LLC | 20,237 | $436K | 0.1% | +37.8% | 0.145% | |
| 7/31/2025 | Carrera Capital Advisors | 19,000 | $409K | 0.1% | N/A | 0.136% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 34,026 | $732K | 0.6% | +65.3% | 0.243% | |
| 7/30/2025 | Brookstone Capital Management | 27,169 | $585K | 0.0% | -3.3% | 0.194% | |
| 7/29/2025 | Stephens Inc. AR | 11,722 | $252K | 0.0% | -24.1% | 0.084% | |
| 7/28/2025 | Harbour Investments Inc. | 38,755 | $834K | 0.0% | +18.8% | 0.277% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 43,027 | $923K | 0.3% | -21.8% | 0.314% | |
| 7/24/2025 | Vantage Point Financial LLC | 34,579 | $744K | 0.3% | +4.5% | 0.252% | |
| 7/24/2025 | Leo Wealth LLC | 62,384 | $1.34M | 0.1% | N/A | 0.455% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 21,412 | $461K | 0.2% | -3.2% | 0.159% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 34,268 | $737K | 0.0% | +2.7% | 0.254% | |
| 7/15/2025 | Legacy Financial Group LLC | 674,903 | $14.52M | 2.0% | -2.3% | 5.037% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 9,850 | $212K | 0.1% | N/A | 0.074% | |
| 7/11/2025 | Farther Finance Advisors LLC | 8,911 | $192K | 0.0% | N/A | 0.067% | |
| 7/1/2025 | Private Client Services LLC | 113,603 | $2.45M | 1.0% | N/A | 0.874% | |
| 5/19/2025 | Jane Street Group LLC | 11,600 | $245K | 0.0% | -91.7% | 0.102% | |
| 5/19/2025 | Advisory Alpha LLC | 167,516 | $3.53M | 0.1% | +10.9% | 1.469% | |
| 5/16/2025 | Jones Financial Companies Lllp | 170,960 | $3.60M | 0.0% | N/A | 1.413% | |
| 5/16/2025 | NewEdge Advisors LLC | 59,194 | $1.25M | 0.0% | +2,821.7% | 0.489% | |
| 5/15/2025 | Royal Bank of Canada | 49,448 | $1.04M | 0.0% | +23.9% | 0.434% | |
| 5/15/2025 | OLD Mission Capital LLC | 39,494 | $833K | 0.0% | N/A | 0.346% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 38,204 | $805K | 0.6% | N/A | 0.335% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,052 | $191K | 0.0% | +21.2% | 0.079% | |
| 5/13/2025 | Tyler Stone Wealth Management | 10,500 | $221K | 0.0% | N/A | 0.092% | |
| 5/9/2025 | Advyzon Investment Management LLC | 11,864 | $250K | 0.1% | -31.0% | 0.104% | |
| 5/8/2025 | MONECO Advisors LLC | 70,459 | $1.49M | 0.2% | +4.4% | 0.618% | |
| 5/8/2025 | Harbour Investments Inc. | 32,616 | $688K | 0.0% | +17.5% | 0.286% | |
| 5/8/2025 | Private Advisory Group LLC | 26,695 | $563K | 0.1% | N/A | 0.234% | |
| 5/7/2025 | LPL Financial LLC | 1,305,008 | $27.51M | 0.0% | +42.7% | 11.447% | |
| 5/6/2025 | Cetera Investment Advisers | 177,641 | $3.75M | 0.0% | +33.7% | 1.558% | |
| 5/6/2025 | SFE Investment Counsel | 318,528 | $6.72M | 1.3% | +7.4% | 2.794% | |
| 5/6/2025 | IMA Advisory Services Inc. | 306,363 | $6.46M | 0.8% | +2,583.6% | 2.687% | |
| 5/2/2025 | Larson Financial Group LLC | 8,514 | $179K | 0.0% | +10.7% | 0.075% | |
| 5/2/2025 | GPM Growth Investors Inc. | 213,788 | $4.51M | 2.0% | +3.8% | 1.875% | |
| 5/2/2025 | Kaye Capital Management | 141,153 | $2.98M | 1.2% | N/A | 1.238% | |
| 5/1/2025 | Key Financial Inc | 11,290 | $238K | 0.1% | +13.1% | 0.099% | |
| 5/1/2025 | CWM LLC | 2,382 | $50K | 0.0% | N/A | 0.021% | |
| 5/1/2025 | Stephens Inc. AR | 15,447 | $326K | 0.0% | +26.8% | 0.136% | |
| 4/30/2025 | Topsail Wealth Management LLC | 14,687 | $310K | 0.1% | +4.1% | 0.129% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 371,188 | $7.83M | 0.0% | -6.6% | 3.256% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 55,052 | $1.15M | 0.4% | +236.3% | 0.483% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 6,014 | $127K | 0.0% | N/A | 0.053% | |
| 4/23/2025 | Vantage Point Financial LLC | 33,077 | $697K | 0.4% | +174.9% | 0.290% | |
| 4/22/2025 | Segment Wealth Management LLC | 39,915 | $841K | 0.1% | +5.3% | 0.353% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,302 | $554K | 0.0% | +9.6% | 0.233% | |
| 4/15/2025 | Net Worth Advisory Group | 9,628 | $203K | 0.1% | N/A | 0.086% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 13,441 | $283K | 0.1% | +5.5% | 0.118% | |
| 4/15/2025 | GAMMA Investing LLC | 3,835 | $81K | 0.0% | -19.6% | 0.034% | |
| 4/10/2025 | Legacy Financial Group LLC | 690,857 | $14.56M | 2.2% | +4.6% | 6.338% | |
| 4/8/2025 | Advisory Alpha LLC | 80,566 | $1.70M | 0.1% | -46.7% | 0.739% | |
| 4/7/2025 | GAMMA Investing LLC | 80,842 | $17.04M | 0.0% | +1,594.1% | 0.742% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,990 | $513K | 0.0% | +13.0% | 0.267% | |
| 2/17/2025 | Cetera Investment Advisers | 132,903 | $2.84M | 0.0% | +220.4% | 1.477% | |
| 2/17/2025 | Bank of America Corp DE | 30,045 | $643K | 0.0% | +29.0% | 0.334% | |
| 2/17/2025 | Ameriprise Financial Inc. | 19,912 | $426K | 0.0% | N/A | 0.221% | |
| 2/17/2025 | Ancora Advisors LLC | 1,683 | $36K | 0.0% | N/A | 0.019% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 342,588 | $7.33M | 0.0% | -3.5% | 3.807% | |
| 2/14/2025 | Jane Street Group LLC | 139,598 | $2.99M | 0.0% | +229.2% | 1.551% | |
| 2/14/2025 | Topsail Wealth Management LLC | 14,105 | $302K | 0.1% | N/A | 0.157% | |
| 2/13/2025 | NewEdge Advisors LLC | 2,026 | $43K | 0.0% | +908.0% | 0.023% | |
| 2/13/2025 | Raymond James Financial Inc. | 105,765 | $2.26M | 0.0% | N/A | 1.175% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 397,222 | $8.50M | 0.0% | +1.3% | 4.414% | |
| 2/13/2025 | Wells Fargo & Company MN | 102,245 | $2.19M | 0.0% | +389.1% | 1.136% | |
| 2/12/2025 | JPMorgan Chase & Co. | 7,500 | $160K | 0.0% | N/A | 0.083% | |
| 2/11/2025 | LPL Financial LLC | 914,358 | $19.56M | 0.0% | +51.9% | 10.160% | |
| 2/11/2025 | HUB Investment Partners LLC | 31,927 | $683K | 0.0% | +15.6% | 0.355% | |
| 2/10/2025 | Harbour Investments Inc. | 27,751 | $594K | 0.0% | +1,080.9% | 0.308% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 36,166 | $774K | 0.0% | +191.7% | 0.402% | |
| 2/7/2025 | Independent Advisor Alliance | 42,225 | $903K | 0.0% | N/A | 0.469% | |
| 2/7/2025 | Tassel Capital Management Inc. | 12,995 | $278K | 0.2% | N/A | 0.144% | |
| 2/6/2025 | GPM Growth Investors Inc. | 205,888 | $4.41M | 1.9% | N/A | 2.288% | |
| 2/6/2025 | Raymond James Financial Inc. | 105,765 | $2.26M | 0.0% | N/A | 1.175% | |
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| 2/4/2025 | MONECO Advisors LLC | 67,472 | $1.44M | 0.2% | +6.2% | 0.750% | |
| 2/3/2025 | Advyzon Investment Management LLC | 17,197 | $368K | 0.1% | N/A | 0.191% | |
| 1/31/2025 | Key Financial Inc | 9,985 | $214K | 0.0% | +65.2% | 0.113% | |
| 1/31/2025 | 4Thought Financial Group Inc. | 21,842 | $467K | 0.3% | +2.3% | 0.248% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 118,417 | $2.53M | 0.1% | N/A | 1.346% | |
| 1/30/2025 | Howard Wealth Management LLC | 95,389 | $2.04M | 1.1% | +21.7% | 1.084% | |
| 1/30/2025 | SFE Investment Counsel | 296,536 | $6.34M | 1.3% | +20.4% | 3.370% | |
| 1/28/2025 | AlphaStar Capital Management LLC | 16,184 | $346K | 0.0% | N/A | 0.184% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 118,417 | $2.53M | 0.0% | N/A | 1.361% | |
| 1/28/2025 | Leo Wealth LLC | 13,941 | $298K | 0.0% | N/A | 0.160% | |
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