| 8/12/2025 | Howe & Rusling Inc. | 1,215 | $51K | 0.0% | +33.4% | 0.002% | |
| 8/11/2025 | Traub Capital Management LLC | 28,259 | $1.19M | 1.1% | N/A | 0.041% | |
| 8/11/2025 | Bell Investment Advisors Inc | 179,885 | $7.56M | 1.3% | -4.2% | 0.259% | |
| 8/8/2025 | Cetera Investment Advisers | 6,512 | $274K | 0.0% | N/A | 0.009% | |
| 8/8/2025 | Creative Planning | 158,829 | $6.68M | 0.0% | -0.3% | 0.229% | |
| 8/8/2025 | Bailard Inc. | 16,262 | $684K | 0.0% | -11.0% | 0.023% | |
| 8/7/2025 | Vise Technologies Inc. | 35,227 | $1.48M | 0.1% | N/A | 0.051% | |
| 8/7/2025 | Allworth Financial LP | 2,235 | $94K | 0.0% | -28.3% | 0.003% | |
| 8/6/2025 | Valued Wealth Advisors LLC | 64,808 | $2.73M | 1.4% | +31.1% | 0.093% | |
| 8/6/2025 | AE Wealth Management LLC | 2,286 | $96K | 0.0% | -9.7% | 0.003% | |
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| 8/6/2025 | Savant Capital LLC | 23,468 | $987K | 0.0% | +2.3% | 0.034% | |
| 8/5/2025 | Golden Bell Financial Planning LLC | 14,606 | $614K | 0.6% | -8.9% | 0.021% | |
| 8/5/2025 | Bank of Montreal Can | 16,577 | $697K | 0.0% | +5.9% | 0.024% | |
| 8/5/2025 | GHP Investment Advisors Inc. | 581,557 | $24.45M | 1.1% | +0.8% | 0.837% | |
| 8/5/2025 | Sensible Money LLC | 15,034 | $632K | 0.2% | -14.3% | 0.022% | |
| 8/4/2025 | Savvy Advisors Inc. | 7,265 | $305K | 0.0% | +27.8% | 0.010% | |
| 8/4/2025 | Noesis Capital Mangement Corp | 4,847 | $204K | 0.0% | N/A | 0.007% | |
| 8/4/2025 | Assetmark Inc. | 2,445 | $103K | 0.0% | -38.9% | 0.004% | |
| 8/4/2025 | Waterfront Wealth Inc. | 31,972 | $1.34M | 0.3% | -8.3% | 0.046% | |
| 8/1/2025 | Shilanski & Associates Inc. | 195,918 | $8.24M | 2.4% | +0.2% | 0.282% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,888 | $710K | 0.0% | -13.8% | 0.024% | |
| 7/31/2025 | Guardian Financial Partners LLC | 15,175 | $638K | 0.3% | +15.4% | 0.022% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 52,878 | $2.22M | 0.0% | -4.4% | 0.076% | |
| 7/31/2025 | Opes Wealth Management LLC | 208,838 | $8.78M | 1.6% | +2.4% | 0.300% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 590,422 | $24.83M | 0.9% | -2.7% | 0.850% | |
| 7/30/2025 | Clune & Associates LTD. | 120,515 | $5.07M | 1.4% | +7.9% | 0.173% | |
| 7/29/2025 | Kelman Lazarov Inc. | 475,762 | $20.01M | 3.2% | +0.5% | 0.685% | |
| 7/28/2025 | Morris Financial Concepts Inc. | 7,857 | $330K | 0.1% | -6.5% | 0.011% | |
| 7/28/2025 | EQ Wealth Advisors LLC | 37,096 | $1.56M | 1.1% | -1.2% | 0.053% | |
| 7/28/2025 | Sterling Financial Planning Inc. | 62,524 | $2.63M | 0.9% | -3.5% | 0.090% | |
| 7/28/2025 | Cutler Investment Counsel LLC | 52,591 | $2.21M | 0.2% | +8.7% | 0.076% | |
| 7/25/2025 | NorthRock Partners LLC | 1,740 | $73K | 0.0% | -43.0% | 0.003% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 10,177 | $428K | 0.0% | -17.9% | 0.015% | |
| 7/25/2025 | RHS Financial LLC | 14,763 | $621K | 0.4% | -26.4% | 0.021% | |
| 7/25/2025 | PrairieView Partners LLC | 61,019 | $2.57M | 0.2% | -3.4% | 0.088% | |
| 7/24/2025 | Brucke Financial Inc. | 4,993 | $210K | 0.1% | N/A | 0.007% | |
| 7/24/2025 | IFP Advisors Inc | 4,062 | $171K | 0.0% | +23.5% | 0.006% | |
| 7/23/2025 | Godsey & Gibb Inc. | 1,645 | $69K | 0.0% | N/A | 0.002% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 16,215 | $682K | 0.1% | +6.9% | 0.023% | |
| 7/23/2025 | RMG Wealth Management LLC | 915 | $39K | 0.0% | N/A | 0.001% | |
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| 7/22/2025 | Valeo Financial Advisors LLC | 15,410 | $648K | 0.0% | -3.6% | 0.022% | |
| 7/22/2025 | Clarius Group LLC | 26,191 | $1.10M | 0.1% | -21.2% | 0.038% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 11,180 | $469K | 0.2% | -18.3% | 0.016% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,140 | $300K | 0.0% | -7.1% | 0.010% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 635 | $27K | 0.0% | -90.9% | 0.001% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 5,486 | $231K | 0.2% | -16.6% | 0.008% | |
| 7/17/2025 | Lauterbach Financial Advisors LLC | 8,468 | $356K | 0.2% | -3.8% | 0.012% | |
| 7/17/2025 | Stone Summit Wealth LLC | 6,020 | $253K | 0.1% | -14.5% | 0.009% | |
| 7/17/2025 | Charles Schwab Trust Co | 197,560 | $8.31M | 0.6% | -2.7% | 0.283% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 5,901 | $248K | 0.1% | N/A | 0.008% | |
| 7/15/2025 | BCS Wealth Management | 20,136 | $847K | 0.2% | +25.5% | 0.029% | |
| 7/15/2025 | Fortitude Family Office LLC | 20,998 | $883K | 0.3% | N/A | 0.030% | |
| 7/14/2025 | Northland Capital Management LLC | 18,938 | $796K | 0.5% | -6.8% | 0.027% | |
| 7/14/2025 | Abound Wealth Management | 4,608 | $194K | 0.1% | +156.9% | 0.007% | |
| 7/11/2025 | Annex Advisory Services LLC | 6,957 | $293K | 0.0% | +23.8% | 0.010% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 6,062 | $255K | 0.0% | N/A | 0.009% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 79,314 | $3.36M | 0.0% | -1.1% | 0.113% | |
| 7/10/2025 | Moller Wealth Partners | 108,766 | $4.57M | 1.0% | +6.7% | 0.156% | |
| 7/10/2025 | Brooklyn FI LLC | 11,665 | $491K | 0.1% | N/A | 0.017% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 142,753 | $6.00M | 0.2% | -2.2% | 0.204% | |
| 7/9/2025 | Breakwater Capital Group | 122,547 | $5.15M | 0.8% | -1.9% | 0.175% | |
| 7/9/2025 | Hardin Capital Partners LLC | 26,655 | $1.12M | 0.7% | +18.9% | 0.038% | |
| 7/9/2025 | Shore Point Advisors LLC | 195,655 | $8.23M | 4.0% | +4.2% | 0.280% | |
| 7/9/2025 | High Probability Advisors LLC | 278,583 | $11.71M | 1.8% | -7.8% | 0.399% | |
| 7/7/2025 | RF&L Wealth Management LLC | 109,207 | $4.59M | 3.0% | -0.5% | 0.156% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 12,710 | $534K | 0.4% | +6.4% | 0.018% | |
| 7/3/2025 | Collective Family Office LLC | 215,654 | $9.07M | 2.3% | -8.6% | 0.306% | |
| 6/17/2025 | Howe & Rusling Inc. | 911 | $33K | 0.0% | -25.5% | 0.001% | |
| 6/2/2025 | Modern Wealth Management LLC | 88,056 | $3.19M | 0.1% | N/A | 0.124% | |
| 5/16/2025 | Jones Financial Companies Lllp | 140,158 | $5.07M | 0.0% | +13,376.7% | 0.191% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 25,902 | $938K | 0.0% | -67.4% | 0.035% | |
| 5/14/2025 | Flow Traders U.S. LLC | 179,136 | $6.49M | 0.3% | +1,248.1% | 0.244% | |
| 5/14/2025 | Colonial Trust Advisors | 5,610 | $203K | 0.0% | N/A | 0.008% | |
| 5/12/2025 | SouthState Corp | 1,857 | $67K | 0.0% | N/A | 0.003% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 23,850 | $863K | 0.3% | +9.0% | 0.033% | |
| 5/2/2025 | Whittier Trust Co. | 5,061 | $183K | 0.0% | -52.8% | 0.007% | |
| 4/29/2025 | Fairway Wealth LLC | 1,164 | $42K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 2,680 | $97K | 0.0% | +14.1% | 0.004% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 4,737 | $171K | 0.1% | N/A | 0.005% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 7,014 | $254K | 0.0% | +1,004.6% | 0.008% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,399 | $304K | 0.0% | +18.5% | 0.010% | |
| 4/15/2025 | Magnolia Private Wealth LLC | 6,575 | $238K | 0.1% | -22.7% | 0.008% | |
| 4/14/2025 | Farther Finance Advisors LLC | 16,139 | $586K | 0.0% | -28.7% | 0.019% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 929 | $34K | 0.0% | N/A | 0.001% | |
| 4/8/2025 | Parallel Advisors LLC | 2,703 | $98K | 0.0% | +15.1% | 0.003% | |
| 2/17/2025 | Captrust Financial Advisors | 6,649 | $227K | 0.0% | +17.8% | 0.007% | |
| 2/17/2025 | Ameriprise Financial Inc. | 15,961 | $545K | 0.0% | +5.5% | 0.017% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 79,394 | $2.71M | 0.0% | +2.2% | 0.084% | |
| 2/13/2025 | Shakespeare Wealth Management LLC | 50,913 | $1.74M | 0.5% | -7.7% | 0.054% | |
| 2/12/2025 | JPMorgan Chase & Co. | 24,895 | $850K | 0.0% | +3.8% | 0.026% | |
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| 2/11/2025 | Whittier Trust Co. | 10,724 | $366K | 0.0% | N/A | 0.011% | |
| 2/10/2025 | Farther Finance Advisors LLC | 22,647 | $773K | 0.0% | +8,319.0% | 0.024% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 1,578 | $54K | 0.0% | N/A | 0.002% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 8,507 | $290K | 0.2% | N/A | 0.009% | |
| 1/30/2025 | Valeo Financial Advisors LLC | 15,973 | $545K | 0.0% | +3.7% | 0.017% | |
| 1/24/2025 | EQ Wealth Advisors LLC | 37,410 | $1.28M | 1.1% | N/A | 0.040% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 14,920 | $509K | 0.0% | N/A | 0.016% | |
| 12/26/2024 | JPMorgan Chase & Co. | 23,995 | $915K | 0.0% | -8.5% | 0.025% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 77,683 | $2.96M | 0.0% | +2.9% | 0.083% | |
| 11/14/2024 | Flow Traders U.S. LLC | 107,066 | $4.09M | 0.2% | N/A | 0.114% | |
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