| 8/15/2025 | Asset Allocation Strategies LLC | 12,635 | $265K | 0.1% | N/A | 0.054% | |
| 8/15/2025 | FSB Premier Wealth Management Inc. | 108,957 | $2.29M | 0.8% | +10.8% | 0.462% | |
| 8/15/2025 | Visionary Wealth Advisors | 100,399 | $2.11M | 0.1% | +11.4% | 0.425% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 57,883 | $1.21M | 0.0% | -1.7% | 0.245% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 118,931 | $2.50M | 0.0% | -8.7% | 0.504% | |
| 8/15/2025 | MML Investors Services LLC | 152,442 | $3.20M | 0.0% | -1.7% | 0.646% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 117,772 | $2.47M | 0.1% | -5.5% | 0.499% | |
| 8/15/2025 | Benjamin Edwards Inc. | 178,145 | $3.74M | 0.0% | +33.5% | 0.745% | |
| 8/14/2025 | Jane Street Group LLC | 49,242 | $1.03M | 0.0% | N/A | 0.206% | |
| 8/14/2025 | Betterment LLC | 13,679 | $287K | 0.0% | N/A | 0.057% | |
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| 8/14/2025 | NewEdge Advisors LLC | 81,238 | $1.70M | 0.0% | +191.6% | 0.340% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 677,862 | $14.22M | 1.9% | +5.4% | 2.836% | |
| 8/13/2025 | StoneX Group Inc. | 16,839 | $353K | 0.0% | +5.9% | 0.070% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 64,016 | $1.34M | 0.3% | N/A | 0.268% | |
| 8/13/2025 | First Trust Advisors LP | 234,798 | $4.93M | 0.0% | +2.5% | 0.982% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 50,086 | $1.06M | 0.3% | -1.8% | 0.210% | |
| 8/12/2025 | Northeast Planning Associates INC. NH | 311,252 | $6.53M | 6.0% | +4.2% | 1.302% | |
| 8/12/2025 | JPMorgan Chase & Co. | 100,051 | $2.10M | 0.0% | N/A | 0.419% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 60,172 | $1.26M | 0.0% | -7.7% | 0.255% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 221,755 | $4.65M | 0.0% | +3.3% | 0.940% | |
| 8/8/2025 | Cetera Investment Advisers | 1,393,493 | $29.24M | 0.0% | +0.1% | 5.905% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 17,615 | $370K | 0.0% | +34.9% | 0.075% | |
| 8/7/2025 | PFG Advisors | 23,100 | $485K | 0.0% | -33.4% | 0.098% | |
| 8/6/2025 | Prospera Financial Services Inc | 107,676 | $2.26M | 0.0% | +2.9% | 0.456% | |
| 8/6/2025 | AE Wealth Management LLC | 70,814 | $1.49M | 0.0% | -23.2% | 0.300% | |
| 8/6/2025 | Csenge Advisory Group | 202,158 | $4.18M | 0.2% | -1.4% | 0.857% | |
| 8/5/2025 | Sigma Planning Corp | 52,249 | $1.10M | 0.0% | +6.0% | 0.221% | |
| 8/4/2025 | Creekmur Asset Management LLC | 12,141 | $255K | 0.0% | -97.3% | 0.051% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 40,318 | $846K | 0.2% | +1.5% | 0.171% | |
| 8/4/2025 | Atria Investments Inc | 48,377 | $1.02M | 0.0% | +3.3% | 0.205% | |
| 8/4/2025 | Assetmark Inc. | 189,205 | $3.97M | 0.0% | +16.1% | 0.802% | |
| 8/4/2025 | Spire Wealth Management | 24,377 | $511K | 0.0% | -10.1% | 0.103% | |
| 8/1/2025 | Winebrenner Capital Management LLC | 37,344 | $783K | 0.6% | -2.6% | 0.158% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,407,356 | $29.53M | 0.0% | +1.5% | 5.963% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 316,785 | $6.65M | 0.4% | +5.3% | 1.342% | |
| 7/30/2025 | D.A. Davidson & CO. | 15,509 | $325K | 0.0% | +46.7% | 0.066% | |
| 7/29/2025 | Stephens Inc. AR | 400,825 | $8.41M | 0.1% | -11.4% | 1.698% | |
| 7/29/2025 | International Assets Investment Management LLC | 48,816 | $1.02M | 0.1% | -1.6% | 0.207% | |
| 7/29/2025 | Manchester Financial Inc. | 502,209 | $10.54M | 2.2% | +7.5% | 2.128% | |
| 7/28/2025 | Mutual Advisors LLC | 35,285 | $737K | 0.0% | -55.1% | 0.150% | |
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| 7/28/2025 | Harbour Investments Inc. | 16,718 | $351K | 0.0% | +65.1% | 0.071% | |
| 7/28/2025 | RFG Advisory LLC | 20,640 | $433K | 0.0% | +15.2% | 0.087% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 12,084 | $254K | 0.0% | -81.5% | 0.051% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 54,323 | $1.14M | 0.0% | -51.7% | 0.230% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 62,600 | $1.31M | 0.4% | -4.9% | 0.265% | |
| 7/25/2025 | CWM LLC | 1,623 | $34K | 0.0% | +749.7% | 0.007% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 500,123 | $10.49M | 0.2% | +4,707.5% | 2.119% | |
| 7/25/2025 | Apollon Wealth Management LLC | 18,603 | $390K | 0.0% | +10.1% | 0.079% | |
| 7/24/2025 | IFP Advisors Inc | 102,545 | $2.15M | 0.1% | +7.3% | 0.435% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 6,055 | $127K | 0.0% | N/A | 0.026% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 164,426 | $3.45M | 0.0% | +28.3% | 0.697% | |
| 7/16/2025 | Independent Wealth Network Inc. | 13,332 | $280K | 0.1% | +12.4% | 0.056% | |
| 7/16/2025 | Owen LaRue LLC | 306,564 | $6.43M | 2.7% | +15.2% | 1.299% | |
| 7/15/2025 | Traction Financial Partners LLC | 11,895 | $250K | 0.2% | N/A | 0.050% | |
| 7/14/2025 | Iams Wealth Management LLC | 64,372 | $1.35M | 0.6% | -5.0% | 0.273% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 49,803 | $1.03M | 0.1% | N/A | 0.220% | |
| 5/15/2025 | OLD Mission Capital LLC | 60,370 | $1.25M | 0.0% | N/A | 0.267% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 642,965 | $13.34M | 1.9% | +1.4% | 2.839% | |
| 5/14/2025 | Comerica Bank | 6,754 | $140K | 0.0% | +37.0% | 0.030% | |
| 5/14/2025 | Kestra Advisory Services LLC | 422,240 | $8.76M | 0.0% | +33.3% | 1.864% | |
| 5/13/2025 | HighTower Advisors LLC | 195,371 | $4.05M | 0.0% | +7.5% | 0.863% | |
| 5/13/2025 | Core Wealth Partners LLC | 35,982 | $747K | 0.4% | +53.2% | 0.159% | |
| 5/12/2025 | Benjamin Edwards Inc. | 133,413 | $2.77M | 0.0% | +41.2% | 0.589% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 65,305 | $1.36M | 0.0% | -3.4% | 0.288% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 98,327 | $2.04M | 0.8% | +15.3% | 0.434% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 13,061 | $271K | 0.0% | -39.1% | 0.058% | |
| 5/7/2025 | LPL Financial LLC | 3,455,029 | $71.69M | 0.0% | +16.6% | 15.254% | |
| 5/6/2025 | Assetmark Inc. | 162,932 | $3.38M | 0.0% | -3.1% | 0.719% | |
| 5/6/2025 | Cetera Investment Advisers | 1,391,596 | $28.88M | 0.1% | +11.0% | 6.144% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 214,611 | $4.45M | 0.0% | +1.1% | 0.948% | |
| 5/6/2025 | AE Wealth Management LLC | 92,191 | $1.91M | 0.0% | +33.0% | 0.407% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 17,748 | $368K | 0.2% | N/A | 0.078% | |
| 5/6/2025 | PFG Advisors | 34,684 | $720K | 0.0% | -19.7% | 0.153% | |
| 5/5/2025 | Northeast Planning Associates INC. NH | 298,784 | $6.20M | 5.1% | N/A | 1.319% | |
| 5/5/2025 | IFP Advisors Inc | 95,544 | $1.98M | 0.1% | +16.3% | 0.422% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 58,828 | $1.22M | 0.0% | -2.0% | 0.260% | |
| 5/5/2025 | Fountainhead AM LLC | 12,868 | $267K | 0.0% | N/A | 0.057% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 39,711 | $824K | 0.2% | +27.6% | 0.175% | |
| 5/5/2025 | Csenge Advisory Group | 205,114 | $4.21M | 0.2% | +1.5% | 0.906% | |
| 5/5/2025 | Private Advisor Group LLC | 26,811 | $556K | 0.0% | +13.0% | 0.118% | |
| 5/5/2025 | Creekmur Asset Management LLC | 448,956 | $9.32M | 2.0% | +0.1% | 1.982% | |
| 5/2/2025 | Independent Wealth Network Inc. | 11,858 | $246K | 0.1% | +11.4% | 0.052% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 65,223 | $1.35M | 0.0% | -15.4% | 0.288% | |
| 5/2/2025 | Apollon Wealth Management LLC | 16,891 | $350K | 0.0% | +3.7% | 0.075% | |
| 5/2/2025 | Sigma Planning Corp | 49,272 | $1.02M | 0.0% | -19.8% | 0.218% | |
| 5/1/2025 | Stephens Inc. AR | 452,346 | $9.39M | 0.1% | +54.9% | 1.997% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 300,973 | $6.25M | 0.4% | +16.6% | 1.329% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 2,909 | $60K | 0.0% | +29.5% | 0.013% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,386,967 | $28.78M | 0.0% | +1.5% | 6.123% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 10,403 | $216K | 0.0% | N/A | 0.046% | |
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| 4/29/2025 | Bank of New York Mellon Corp | 168,885 | $3.50M | 0.0% | -8.9% | 0.746% | |
| 4/28/2025 | D.A. Davidson & CO. | 10,575 | $219K | 0.0% | N/A | 0.047% | |
| 4/28/2025 | Mutual Advisors LLC | 78,646 | $1.62M | 0.0% | +31.0% | 0.347% | |
| 4/28/2025 | Rossby Financial LCC | 4,561 | $94K | 0.0% | N/A | 0.020% | |
| 4/23/2025 | Perigon Wealth Management LLC | 27,552 | $572K | 0.0% | +35.4% | 0.122% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 412,553 | $8.56M | 0.0% | +2.1% | 1.821% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 128,139 | $2.66M | 0.0% | +15.0% | 0.604% | |
| 4/17/2025 | Keystone Wealth Services LLC | 21,000 | $436K | 0.1% | +34.6% | 0.099% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 51,020 | $1.04M | 0.5% | +1.6% | 0.241% | |
| 4/14/2025 | Park Avenue Securities LLC | 53,971 | $1.12M | 0.0% | +4.1% | 0.255% | |
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