| 8/18/2025 | Hershey Financial Advisers LLC | 9,111 | $494K | 0.4% | N/A | 0.075% | |
| 8/18/2025 | Kestra Investment Management LLC | 43,563 | $2.36M | 0.1% | +127.0% | 0.357% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 22,901 | $1.24M | 0.1% | +3.7% | 0.188% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 67,844 | $3.66M | 0.0% | +7.8% | 0.556% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 38,021 | $2.06M | 0.0% | +109.4% | 0.312% | |
| 8/15/2025 | Bank of America Corp DE | 776,805 | $42.13M | 0.0% | +11.4% | 6.367% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,040 | $111K | 0.0% | N/A | 0.017% | |
| 8/14/2025 | Betterment LLC | 135,287 | $7.34M | 0.0% | +12.0% | 1.109% | |
| 8/14/2025 | Sei Investments Co. | 8,993 | $488K | 0.0% | N/A | 0.074% | |
| 8/14/2025 | NewEdge Advisors LLC | 269,542 | $14.62M | 0.1% | -20.1% | 2.209% | |
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| 8/14/2025 | Daner Wealth Management LLC | 19,852 | $1.08M | 0.8% | N/A | 0.163% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 30,821 | $1.67M | 0.1% | +2.6% | 0.253% | |
| 8/13/2025 | CW Advisors LLC | 19,868 | $1.08M | 0.0% | +2.7% | 0.163% | |
| 8/12/2025 | CreativeOne Wealth LLC | 16,425 | $891K | 0.0% | +8.8% | 0.135% | |
| 8/8/2025 | Cetera Investment Advisers | 7,686 | $417K | 0.0% | N/A | 0.063% | |
| 8/8/2025 | SageOak Financial LLC | 113,244 | $6.14M | 4.9% | +9.7% | 0.928% | |
| 8/6/2025 | AE Wealth Management LLC | 2,383 | $129K | 0.0% | N/A | 0.020% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 2,741,234 | $148.66M | 2.1% | +125.0% | 22.469% | |
| 8/5/2025 | Dravo Bay LLC | 194,706 | $10.74M | 5.2% | +1.3% | 1.596% | |
| 8/4/2025 | Integrity Alliance LLC. | 522,447 | $28.33M | 1.5% | +10.0% | 4.282% | |
| 8/1/2025 | Austin Private Wealth LLC | 32,238 | $1.75M | 0.1% | +22.9% | 0.264% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 11,729 | $636K | 0.0% | +209.6% | 0.096% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 592,144 | $32.11M | 0.0% | +15.6% | 4.854% | |
| 7/30/2025 | Brookstone Capital Management | 15,433 | $837K | 0.0% | N/A | 0.129% | |
| 7/29/2025 | Two West Capital Advisors LLC | 21,054 | $1.14M | 0.7% | -7.5% | 0.175% | |
| 7/29/2025 | Master S Wealth Management Inc. | 78,266 | $4.24M | 2.0% | +2.0% | 0.652% | |
| 7/28/2025 | RCS Financial Planning LLC | 11,944 | $648K | 0.3% | -4.8% | 0.100% | |
| 7/28/2025 | RFG Advisory LLC | 246,559 | $13.37M | 0.3% | -4.1% | 2.055% | |
| 7/25/2025 | Concord Wealth Partners | 3,198 | $173K | 0.0% | +142.1% | 0.027% | |
| 7/24/2025 | Vantage Point Financial LLC | 82,004 | $4.45M | 2.0% | +0.4% | 0.683% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 164,186 | $8.90M | 4.7% | +48.2% | 1.368% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 11,050 | $599K | 0.3% | -3.9% | 0.092% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 13,978 | $758K | 0.3% | -3.4% | 0.116% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 6,593 | $357K | 0.1% | -7.7% | 0.055% | |
| 7/18/2025 | Truist Financial Corp | 64,762 | $3.51M | 0.0% | +4.4% | 0.540% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 326,282 | $17.69M | 2.1% | -0.9% | 2.719% | |
| 7/17/2025 | Mattern Wealth Management LLC | 219,719 | $11.92M | 2.5% | +16.4% | 1.831% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 9,269 | $503K | 0.2% | +59.0% | 0.077% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 59,506 | $3.23M | 2.2% | -56.6% | 0.496% | |
| 7/16/2025 | Meredith Wealth Planning | 38,720 | $2.10M | 0.8% | +11.5% | 0.323% | |
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| 7/16/2025 | Strategic Investment Solutions Inc. IL | 9,562 | $518K | 0.2% | -29.6% | 0.080% | |
| 7/14/2025 | Park Avenue Securities LLC | 59,092 | $3.21M | 0.0% | +121.3% | 0.492% | |
| 7/14/2025 | Sowell Financial Services LLC | 26,107 | $1.42M | 0.1% | +5.3% | 0.218% | |
| 7/11/2025 | Farther Finance Advisors LLC | 27,568 | $1.50M | 0.0% | +18.1% | 0.240% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 8,350 | $453K | 0.0% | +9.6% | 0.073% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 5,830 | $310K | 0.2% | N/A | 0.054% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 5,504 | $293K | 0.0% | +19.5% | 0.051% | |
| 5/20/2025 | Integrity Alliance LLC. | 475,080 | $25.26M | 1.0% | N/A | 4.440% | |
| 5/19/2025 | Jane Street Group LLC | 17,790 | $946K | 0.0% | -44.3% | 0.166% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 3,789 | $201K | 0.0% | N/A | 0.035% | |
| 5/16/2025 | Kestra Investment Management LLC | 19,194 | $1.02M | 0.0% | +179.7% | 0.179% | |
| 5/16/2025 | NewEdge Advisors LLC | 337,182 | $17.93M | 0.1% | -53.5% | 3.151% | |
| 5/16/2025 | Copperleaf Capital LLC | 18,151 | $965K | 0.6% | +1.5% | 0.170% | |
| 5/15/2025 | Betterment LLC | 120,801 | $6.42M | 0.0% | +30.2% | 1.129% | |
| 5/14/2025 | CreativeOne Wealth LLC | 15,094 | $803K | 0.0% | +20.7% | 0.141% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 22,082 | $1.17M | 0.1% | +6.9% | 0.206% | |
| 5/14/2025 | CW Advisors LLC | 19,347 | $1.03M | 0.0% | N/A | 0.181% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 30,040 | $1.60M | 0.1% | +18.7% | 0.281% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 1,218,576 | $64.79M | 1.7% | -1.2% | 11.389% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 140,665 | $7.49M | 0.6% | +5.9% | 1.315% | |
| 5/12/2025 | Virtu Financial LLC | 40,812 | $2.17M | 0.1% | N/A | 0.381% | |
| 5/12/2025 | Savvy Advisors Inc. | 9,446 | $502K | 0.1% | +41.6% | 0.088% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 4,052 | $215K | 0.0% | N/A | 0.038% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 13,589 | $723K | 0.2% | -58.2% | 0.127% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 290,365 | $15.44M | 0.0% | +1.1% | 2.714% | |
| 5/8/2025 | Meredith Wealth Planning | 34,734 | $1.85M | 0.8% | +6.5% | 0.325% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 7,146 | $379K | 0.1% | N/A | 0.067% | |
| 5/5/2025 | Millstone Evans Group LLC | 11,507 | $612K | 0.4% | +3.3% | 0.108% | |
| 5/5/2025 | IFP Advisors Inc | 6,164 | $328K | 0.0% | +5.6% | 0.058% | |
| 5/2/2025 | Concord Wealth Partners | 1,321 | $70K | 0.0% | +606.4% | 0.012% | |
| 5/2/2025 | Dravo Bay LLC | 192,214 | $10.22M | 5.4% | -3.9% | 1.805% | |
| 5/2/2025 | SageOak Financial LLC | 103,269 | $5.49M | 4.9% | +71.5% | 0.970% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 137,066 | $7.29M | 5.5% | +45.1% | 1.293% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 512,373 | $27.24M | 0.0% | +24.5% | 4.834% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 158,510 | $8.43M | 0.1% | +8.8% | 1.495% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,622 | $404K | 0.0% | +6.1% | 0.072% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 329,269 | $17.51M | 2.2% | +0.1% | 3.106% | |
| 4/25/2025 | RCS Financial Planning LLC | 12,547 | $667K | 0.4% | -24.2% | 0.118% | |
| 4/25/2025 | Master S Wealth Management Inc. | 76,726 | $4.08M | 2.1% | +1.4% | 0.724% | |
| 4/23/2025 | Mattern Wealth Management LLC | 188,766 | $10.04M | 2.2% | +8.4% | 1.798% | |
| 4/23/2025 | Balance Wealth LLC | 14,636 | $778K | 0.5% | N/A | 0.139% | |
| 4/23/2025 | Vantage Point Financial LLC | 81,684 | $4.34M | 2.2% | +11.2% | 0.778% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,026 | $480K | 0.0% | +4.9% | 0.086% | |
| 4/22/2025 | Aspire Private Capital LLC | 11,569 | $615K | 0.2% | -9.4% | 0.110% | |
| 4/17/2025 | Sowell Financial Services LLC | 24,794 | $1.32M | 0.1% | +2.7% | 0.236% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 11,493 | $611K | 0.3% | -78.1% | 0.109% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 110,775 | $5.89M | 3.7% | +96.8% | 1.055% | |
| 4/15/2025 | Two West Capital Advisors LLC | 22,768 | $1.18M | 1.0% | +90.5% | 0.217% | |
| 4/15/2025 | Simplicity Wealth LLC | 51,974 | $2.76M | 0.2% | N/A | 0.495% | |
| 4/14/2025 | Farther Finance Advisors LLC | 23,348 | $1.24M | 0.0% | +51.9% | 0.222% | |
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| 4/14/2025 | Clarity Capital Advisors LLC | 6,433 | $342K | 0.2% | N/A | 0.061% | |
| 4/14/2025 | Park Avenue Securities LLC | 26,698 | $1.42M | 0.0% | +47.1% | 0.254% | |
| 4/9/2025 | RFG Advisory LLC | 256,981 | $13.66M | 0.4% | +3,779.5% | 2.471% | |
| 4/9/2025 | Merit Financial Group LLC | 4,213 | $224K | 0.0% | N/A | 0.041% | |
| 2/17/2025 | Bank of America Corp DE | 814,088 | $42.82M | 0.0% | +12.9% | 8.393% | |
| 2/14/2025 | Jane Street Group LLC | 31,932 | $1.68M | 0.0% | -30.5% | 0.329% | |
| 2/14/2025 | Betterment LLC | 92,808 | $4.88M | 0.0% | +51.9% | 0.957% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 145,715 | $7.67M | 0.1% | +35.3% | 1.502% | |
| 2/14/2025 | GeoWealth Management LLC | 11,603 | $610K | 0.0% | +20.0% | 0.120% | |
| 2/13/2025 | Strategic Investment Solutions Inc. IL | 32,540 | $1.78M | 0.6% | +22.7% | 0.335% | |
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