| 8/8/2025 | PNC Financial Services Group Inc. | 2,000 | $47K | 0.0% | N/A | 0.014% | |
| 8/7/2025 | Nwam LLC | 17,942 | $425K | 0.0% | -14.1% | 0.123% | |
| 8/7/2025 | Blackston Financial Advisory Group LLC | 26,971 | $638K | 0.3% | N/A | 0.185% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 30,202 | $714K | 0.4% | +120.3% | 0.207% | |
| 8/6/2025 | AE Wealth Management LLC | 1,126,495 | $26.63M | 0.2% | +13.9% | 7.729% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 22,217 | $525K | 0.3% | -1.9% | 0.152% | |
| 8/6/2025 | Soltis Investment Advisors LLC | 15,407 | $364K | 0.0% | N/A | 0.106% | |
| 8/6/2025 | Golden State Wealth Management LLC | 3,369 | $80K | 0.0% | N/A | 0.023% | |
| 8/6/2025 | Ethos Financial Group LLC | 23,423 | $554K | 0.0% | +33.5% | 0.161% | |
| 8/6/2025 | Moors & Cabot Inc. | 31,770 | $751K | 0.0% | +41.0% | 0.218% | |
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| 8/5/2025 | TME Financial Inc. | 58,373 | $1.38M | 1.1% | +45.6% | 0.401% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 28,372 | $671K | 0.1% | N/A | 0.195% | |
| 8/1/2025 | FSA Advisors Inc. | 104,307 | $2.47M | 2.0% | +78.9% | 0.716% | |
| 8/1/2025 | Ferguson Shapiro LLC | 35,210 | $832K | 0.3% | -4.7% | 0.242% | |
| 8/1/2025 | Brookwood Investment Group LLC | 36,244 | $857K | 0.1% | +114.6% | 0.249% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 196,052 | $4.64M | 0.0% | +193.8% | 1.345% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 81,405 | $1.92M | 0.0% | N/A | 0.559% | |
| 7/29/2025 | Private Trust Co. NA | 3,050 | $72K | 0.0% | -24.7% | 0.021% | |
| 7/29/2025 | Straight Path Wealth Management | 26,895 | $636K | 0.2% | +2.0% | 0.185% | |
| 7/28/2025 | Harbour Investments Inc. | 6,520 | $154K | 0.0% | +226.0% | 0.045% | |
| 7/23/2025 | RiverTree Advisors LLC | 306,979 | $7.26M | 4.9% | +164.5% | 2.106% | |
| 7/23/2025 | SteelPeak Wealth LLC | 18,349 | $434K | 0.0% | +61.6% | 0.126% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 68,335 | $1.62M | 0.0% | -54.5% | 0.469% | |
| 7/22/2025 | Belpointe Asset Management LLC | 52,263 | $1.24M | 0.1% | +3.8% | 0.359% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 27,244 | $644K | 0.0% | +3.6% | 0.187% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 52,263 | $1.24M | 0.2% | +3.8% | 0.359% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 42,103 | $995K | 0.2% | +109.0% | 0.289% | |
| 7/17/2025 | Alpine Bank Wealth Management | 4,380 | $104K | 0.0% | N/A | 0.030% | |
| 7/17/2025 | Beacon Capital Management LLC | 676,304 | $15.99M | 2.2% | -0.2% | 4.640% | |
| 7/16/2025 | Cambridge Advisors Inc. | 30,316 | $717K | 0.1% | +44.2% | 0.208% | |
| 7/15/2025 | Revisor Wealth Management LLC | 12,487 | $296K | 0.1% | -24.3% | 0.086% | |
| 7/11/2025 | Farther Finance Advisors LLC | 82,215 | $1.94M | 0.0% | -41.9% | 0.564% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 34,356 | $812K | 0.1% | +13.6% | 0.236% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 8,704 | $215K | 0.0% | -25.2% | 0.060% | |
| 7/8/2025 | GK Wealth Management LLC | 100,013 | $2.36M | 2.1% | -12.0% | 0.656% | |
| 7/7/2025 | Park Edge Advisors LLC | 360,359 | $8.52M | 2.2% | +0.5% | 2.363% | |
| 5/28/2025 | GK Wealth Management LLC | 113,328 | $2.80M | 3.3% | N/A | 0.816% | |
| 5/20/2025 | Belpointe Asset Management LLC | 50,345 | $1.24M | 0.1% | N/A | 0.363% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 50,345 | $1.24M | 0.3% | N/A | 0.363% | |
| 5/19/2025 | Jane Street Group LLC | 11,554 | $285K | 0.0% | -20.9% | 0.083% | |
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| 5/16/2025 | Legacy Wealth Managment LLC ID | 22,649 | $559K | 0.4% | -21.6% | 0.163% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,223 | $55K | 0.0% | +2,123.0% | 0.016% | |
| 5/14/2025 | CreativeOne Wealth LLC | 14,292 | $353K | 0.0% | N/A | 0.103% | |
| 5/14/2025 | Napa Wealth Management | 29,842 | $737K | 0.4% | N/A | 0.215% | |
| 5/14/2025 | Kestra Advisory Services LLC | 314,048 | $7.75M | 0.0% | +73.4% | 2.259% | |
| 5/14/2025 | Andina Capital Management LLC | 49,526 | $1.22M | 0.9% | N/A | 0.356% | |
| 5/13/2025 | Ethos Financial Group LLC | 17,548 | $433K | 0.0% | N/A | 0.126% | |
| 5/12/2025 | Townsquare Capital LLC | 99,197 | $2.45M | 0.0% | N/A | 0.714% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 16,234 | $401K | 0.0% | +4.9% | 0.117% | |
| 5/9/2025 | Encompass More Asset Management | 263,302 | $6.50M | 1.9% | +58.8% | 1.894% | |
| 5/8/2025 | Moors & Cabot Inc. | 22,531 | $556K | 0.0% | N/A | 0.162% | |
| 5/8/2025 | Harbour Investments Inc. | 2,000 | $49K | 0.0% | -34.3% | 0.014% | |
| 5/8/2025 | FSA Advisors Inc. | 58,301 | $1.44M | 1.1% | +92.7% | 0.419% | |
| 5/7/2025 | LPL Financial LLC | 449,105 | $11.08M | 0.0% | +548.7% | 3.231% | |
| 5/7/2025 | Inspire Advisors LLC | 12,511 | $309K | 0.0% | +7.9% | 0.090% | |
| 5/6/2025 | Brookwood Investment Group LLC | 16,887 | $417K | 0.1% | N/A | 0.121% | |
| 5/6/2025 | AE Wealth Management LLC | 989,072 | $24.41M | 0.2% | +18.4% | 7.116% | |
| 5/5/2025 | Private Advisor Group LLC | 55,978 | $1.38M | 0.0% | +484.9% | 0.403% | |
| 5/5/2025 | Nwam LLC | 20,879 | $515K | 0.0% | -5.2% | 0.150% | |
| 5/5/2025 | Transce3nd LLC | 10,078 | $249K | 0.1% | +1,424.7% | 0.073% | |
| 5/1/2025 | Park Square Financial Group LLC | 2,395 | $59K | 0.0% | +1,115.7% | 0.017% | |
| 4/30/2025 | POM Investment Strategies LLC | 272,382 | $6.72M | 7.9% | N/A | 1.960% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 29,798 | $735K | 0.0% | N/A | 0.214% | |
| 4/30/2025 | Stratos Investment Management LLC | 63,410 | $1.57M | 0.1% | N/A | 0.456% | |
| 4/30/2025 | J Hagan Capital Inc. | 65,797 | $1.62M | 1.5% | N/A | 0.473% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 66,740 | $1.65M | 0.0% | N/A | 0.480% | |
| 4/28/2025 | Straight Path Wealth Management | 26,370 | $651K | 0.3% | +22.2% | 0.190% | |
| 4/28/2025 | Revisor Wealth Management LLC | 16,499 | $407K | 0.2% | N/A | 0.119% | |
| 4/28/2025 | Private Trust Co. NA | 4,050 | $100K | 0.0% | N/A | 0.029% | |
| 4/24/2025 | Cambridge Advisors Inc. | 21,028 | $519K | 0.1% | +30.0% | 0.151% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 13,710 | $338K | 0.2% | +335.0% | 0.099% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 219,040 | $5.41M | 1.5% | +224.4% | 1.576% | |
| 4/23/2025 | GenTrust LLC | 58,278 | $1.44M | 0.1% | N/A | 0.419% | |
| 4/23/2025 | Ferguson Shapiro LLC | 36,962 | $912K | 0.3% | -3.4% | 0.266% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 40,014 | $988K | 0.2% | N/A | 0.272% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,286 | $550K | 0.0% | N/A | 0.151% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 187,802 | $4.40M | 2.3% | +1.8% | 1.275% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 16,234 | $401K | 0.0% | +4.9% | 0.110% | |
| 4/21/2025 | Beacon Capital Management LLC | 677,368 | $16.72M | 2.3% | +88.8% | 4.599% | |
| 4/21/2025 | JBR Co Financial Management Inc | 14,600 | $360K | 0.2% | N/A | 0.099% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 8,546 | $211K | 0.0% | N/A | 0.058% | |
| 4/17/2025 | RiverTree Advisors LLC | 116,065 | $2.86M | 1.9% | N/A | 0.788% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 124,645 | $3.08M | 2.5% | +742.6% | 0.846% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 30,239 | $746K | 0.1% | +5.8% | 0.205% | |
| 4/15/2025 | Integrated Advisors Network LLC | 12,211 | $301K | 0.0% | N/A | 0.083% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 26,303 | $649K | 0.0% | N/A | 0.179% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 11,632 | $287K | 0.1% | N/A | 0.079% | |
| 4/14/2025 | Farther Finance Advisors LLC | 141,576 | $3.49M | 0.1% | +55.5% | 0.961% | |
| 4/10/2025 | Park Edge Advisors LLC | 358,423 | $8.85M | 2.5% | -18.6% | 2.433% | |
| 4/10/2025 | Peak Financial Advisors LLC | 528,745 | $13.05M | 6.6% | +0.8% | 3.590% | |
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| 4/10/2025 | Smith Anglin Financial LLC | 11,040 | $272K | 0.0% | N/A | 0.075% | |
| 4/4/2025 | Sage Capital Advisors llc | 12,132 | $299K | 0.1% | N/A | 0.082% | |
| 2/14/2025 | Jane Street Group LLC | 14,608 | $358K | 0.0% | -74.5% | 0.273% | |
| 2/13/2025 | Legacy Investment Solutions LLC | 28,904 | $716K | 0.4% | -9.8% | 0.540% | |
| 2/11/2025 | LPL Financial LLC | 69,234 | $1.70M | 0.0% | N/A | 1.294% | |
| 2/10/2025 | Harbour Investments Inc. | 3,045 | $75K | 0.0% | N/A | 0.057% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,480 | $380K | 0.0% | -22.9% | 0.289% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 25,488 | $625K | 0.0% | N/A | 0.476% | |
| 2/10/2025 | Farther Finance Advisors LLC | 91,067 | $2.24M | 0.1% | +2,884.8% | 1.702% | |
| 2/7/2025 | Inspire Advisors LLC | 11,593 | $284K | 0.0% | +13.0% | 0.217% | |
