| 8/27/2025 | Orion Porfolio Solutions LLC | 18,789 | $968K | 0.0% | -1.2% | 0.156% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 92,682 | $4.77M | 0.1% | +15.8% | 0.767% | |
| 8/15/2025 | Corient Private Wealth LLC | 4,043 | $208K | 0.0% | N/A | 0.033% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 89,882 | $4.63M | 0.0% | +372.8% | 0.744% | |
| 8/15/2025 | MML Investors Services LLC | 122,507 | $6.31M | 0.0% | +29.2% | 1.014% | |
| 8/15/2025 | McIlrath & Eck LLC | 129,200 | $6.65M | 0.8% | +6.5% | 1.070% | |
| 8/15/2025 | Byrne Financial Freedom LLC | 104,932 | $5.40M | 2.7% | +12.5% | 0.869% | |
| 8/15/2025 | Bank of America Corp DE | 27,160 | $1.40M | 0.0% | -31.3% | 0.225% | |
| 8/14/2025 | Raymond James Financial Inc. | 251,426 | $12.95M | 0.0% | -0.3% | 2.081% | |
| 8/14/2025 | Betterment LLC | 4,159 | $214K | 0.0% | N/A | 0.034% | |
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| 8/14/2025 | NewEdge Advisors LLC | 14,530 | $748K | 0.0% | -4.3% | 0.120% | |
| 8/14/2025 | Tandem Financial LLC | 66,181 | $3.41M | 3.2% | N/A | 0.548% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 141,984 | $7.31M | 0.0% | -46.6% | 1.175% | |
| 8/12/2025 | Richmond Investment Services LLC | 4,494 | $231K | 0.0% | N/A | 0.037% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 33,948 | $1.75M | 0.0% | -9.5% | 0.281% | |
| 8/12/2025 | Titleist Asset Management LLC | 7,887 | $406K | 0.0% | -58.6% | 0.065% | |
| 8/12/2025 | JPMorgan Chase & Co. | 3,991 | $206K | 0.0% | -63.8% | 0.033% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 58,901 | $3.03M | 0.0% | +85.3% | 0.488% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 115,203 | $5.93M | 0.1% | +0.2% | 0.954% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 5,914 | $304K | 0.0% | -56.4% | 0.049% | |
| 8/8/2025 | Cetera Investment Advisers | 69,757 | $3.59M | 0.0% | +11.9% | 0.577% | |
| 8/8/2025 | Davies Financial Advisors Inc. | 38,320 | $1.97M | 1.5% | -11.3% | 0.317% | |
| 8/7/2025 | Allworth Financial LP | 10,155 | $523K | 0.0% | -2.7% | 0.084% | |
| 8/7/2025 | PFG Advisors | 92,919 | $4.79M | 0.2% | +8.3% | 0.769% | |
| 8/6/2025 | Prospera Financial Services Inc | 7,147 | $368K | 0.0% | -20.4% | 0.059% | |
| 8/6/2025 | Centerpoint Advisory Group | 21,232 | $1.09M | 0.9% | -7.5% | 0.176% | |
| 8/6/2025 | RFG Bristol Wealth Advisors LLC | 273,733 | $14.10M | 4.4% | -41.2% | 2.266% | |
| 8/5/2025 | Sigma Planning Corp | 10,900 | $561K | 0.0% | -3.2% | 0.090% | |
| 8/5/2025 | Prosperity Wealth Management Inc. | 131,010 | $6.75M | 2.5% | +22.5% | 1.085% | |
| 8/5/2025 | Lifeworks Advisors LLC | 4,023 | $207K | 0.0% | -13.8% | 0.033% | |
| 8/4/2025 | IFG Advisory LLC | 120,660 | $6.21M | 0.3% | +0.5% | 0.999% | |
| 8/4/2025 | World Investment Advisors | 67,919 | $3.50M | 0.1% | -37.2% | 0.562% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 684,623 | $35.26M | 0.0% | +81.2% | 5.635% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 7,428 | $383K | 0.0% | +5.8% | 0.061% | |
| 7/28/2025 | RFG Advisory LLC | 3,957 | $204K | 0.0% | -51.2% | 0.033% | |
| 7/25/2025 | CWM LLC | 1,398 | $72K | 0.0% | -46.6% | 0.012% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 37,330 | $1.92M | 0.4% | -4.6% | 0.307% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 8,428 | $434K | 0.0% | +22.4% | 0.069% | |
| 7/24/2025 | Lokken Investment Group LLC | 10,689 | $550K | 0.2% | +39.9% | 0.088% | |
| 7/22/2025 | Merit Financial Group LLC | 236,620 | $12.19M | 0.1% | -2.8% | 1.940% | |
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| 7/21/2025 | AIFG Consultants Ltd. | 34,518 | $1.78M | 3.5% | -3.5% | 0.283% | |
| 7/16/2025 | Highline Wealth Partners LLC | 493 | $25K | 0.0% | N/A | 0.004% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 10,380 | $535K | 0.2% | -45.7% | 0.085% | |
| 7/14/2025 | Lighthouse Wealth Management Inc. | 170,065 | $8.76M | 7.6% | -1.4% | 1.385% | |
| 7/14/2025 | Flagstar Advisors Inc. | 5,964 | $307K | 0.1% | -5.0% | 0.049% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,813 | $402K | 0.0% | -65.2% | 0.063% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 13,130 | $676K | 0.1% | -7.6% | 0.106% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 23,536 | $1.23M | 0.0% | +226.9% | 0.191% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 29,029 | $1.50M | 0.1% | -71.9% | 0.235% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 553,625 | $28.51M | 4.3% | +42.6% | 4.483% | |
| 7/9/2025 | Breakwater Capital Group | 26,395 | $1.36M | 0.2% | +71.9% | 0.214% | |
| 7/7/2025 | Nova Wealth Management Inc. | 43,665 | $2.25M | 1.7% | +32.1% | 0.353% | |
| 5/29/2025 | Nova Wealth Management Inc. | 33,062 | $1.63M | 1.4% | +6.3% | 0.270% | |
| 5/16/2025 | McIlrath & Eck LLC | 121,278 | $5.99M | 0.7% | -3.2% | 0.992% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 226,139 | $11.16M | 0.0% | N/A | 1.849% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,188 | $750K | 0.0% | -59.4% | 0.124% | |
| 5/15/2025 | Royal Bank of Canada | 9,761 | $482K | 0.0% | -7.2% | 0.080% | |
| 5/15/2025 | Titleist Asset Management LLC | 19,070 | $941K | 0.1% | -91.6% | 0.156% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 265,874 | $13.12M | 0.0% | -5.3% | 2.174% | |
| 5/14/2025 | Kestra Advisory Services LLC | 251,789 | $12.43M | 0.1% | +17.2% | 2.059% | |
| 5/13/2025 | Raymond James Financial Inc. | 252,259 | $12.45M | 0.0% | +3.9% | 2.063% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 19,104 | $943K | 0.4% | -44.2% | 0.156% | |
| 5/12/2025 | Aveo Capital Partners LLC | 607,884 | $29.32M | 4.8% | +14.3% | 4.970% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 13,569 | $669K | 0.0% | +112.8% | 0.111% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 750 | $37K | 0.0% | -25.0% | 0.006% | |
| 5/8/2025 | IFG Advisory LLC | 120,081 | $5.93M | 0.3% | -28.1% | 0.980% | |
| 5/8/2025 | RVW Wealth LLC | 14,402 | $711K | 0.1% | -33.0% | 0.118% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 90,615 | $4.47M | 0.1% | +13.3% | 0.740% | |
| 5/7/2025 | LPL Financial LLC | 1,296,065 | $63.97M | 0.0% | +25.4% | 10.580% | |
| 5/6/2025 | Cetera Investment Advisers | 62,343 | $3.08M | 0.0% | +1.7% | 0.509% | |
| 5/6/2025 | Lifeworks Advisors LLC | 4,665 | $230K | 0.0% | -5.7% | 0.038% | |
| 5/6/2025 | AllGen Financial Advisors Inc. | 14,414 | $711K | 0.2% | +167.5% | 0.118% | |
| 5/6/2025 | PFG Advisors | 85,828 | $4.24M | 0.2% | +3.8% | 0.701% | |
| 5/5/2025 | Mainstay Capital Management LLC ADV | 6,885 | $340K | 0.0% | +22.1% | 0.056% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 208,138 | $10.27M | 3.8% | +0.7% | 1.699% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 114,973 | $5.68M | 0.1% | -2.0% | 0.931% | |
| 5/2/2025 | Larson Financial Group LLC | 29,025 | $1.43M | 0.1% | +74.7% | 0.235% | |
| 5/2/2025 | Lokken Investment Group LLC | 7,641 | $377K | 0.2% | +52.9% | 0.062% | |
| 5/2/2025 | Sigma Planning Corp | 11,256 | $556K | 0.0% | +160.7% | 0.091% | |
| 5/1/2025 | CWM LLC | 2,618 | $129K | 0.0% | -7.4% | 0.021% | |
| 5/1/2025 | Hughes Financial Services LLC | 1,615 | $80K | 0.0% | N/A | 0.013% | |
| 4/30/2025 | Allworth Financial LP | 10,440 | $495K | 0.0% | +4.4% | 0.085% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,022 | $347K | 0.0% | -58.3% | 0.057% | |
| 4/30/2025 | Synergy Investment Management LLC | 31,223 | $1.54M | 0.6% | +149.6% | 0.253% | |
| 4/29/2025 | Byrne Financial Freedom LLC | 93,287 | $4.61M | 2.6% | -15.2% | 0.755% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 377,845 | $18.65M | 0.0% | -3.7% | 3.059% | |
| 4/29/2025 | World Investment Advisors | 108,119 | $5.34M | 0.1% | +64.4% | 0.875% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 97,638 | $4.82M | 0.5% | N/A | 0.779% | |
| 4/25/2025 | Intelligence Driven Advisers LLC | 388,266 | $19.17M | 3.7% | +12.1% | 3.099% | |
| 4/23/2025 | AIFG Consultants Ltd. | 35,777 | $1.77M | 2.9% | -2.9% | 0.286% | |
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| 4/23/2025 | BridgePort Financial Solutions LLC | 11,739 | $579K | 0.3% | +82.1% | 0.094% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 91,506 | $4.52M | 0.0% | +6.8% | 0.730% | |
| 4/22/2025 | Lighthouse Wealth Management Inc. | 172,394 | $8.51M | 7.8% | +1.1% | 1.376% | |
| 4/22/2025 | Davies Financial Advisors Inc. | 43,185 | $2.13M | 1.8% | +123.4% | 0.345% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 106,973 | $5.28M | 2.5% | +6.0% | 0.854% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,200 | $355K | 0.0% | -4.0% | 0.057% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 14,217 | $702K | 0.1% | N/A | 0.113% | |
| 4/14/2025 | Farther Finance Advisors LLC | 22,445 | $1.11M | 0.0% | N/A | 0.179% | |
| 4/11/2025 | Sovereign Financial Group Inc. | 39,143 | $1.93M | 0.4% | +6.1% | 0.316% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 103,426 | $5.11M | 0.5% | +11.4% | 0.834% | |
