| 8/27/2025 | Orion Porfolio Solutions LLC | 284,972 | $6.00M | 0.1% | +18.9% | 0.468% | |
| 8/20/2025 | Coppell Advisory Solutions LLC | 122,855 | $2.58M | 0.3% | +49.3% | 0.202% | |
| 8/18/2025 | N.E.W. Advisory Services LLC | 75,068 | $1.58M | 0.2% | -89.2% | 0.123% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 6,436 | $136K | 0.0% | +160.8% | 0.011% | |
| 8/18/2025 | Kestra Investment Management LLC | 12,487 | $263K | 0.0% | +17.6% | 0.020% | |
| 8/15/2025 | Asset Allocation Strategies LLC | 18,632 | $392K | 0.1% | N/A | 0.031% | |
| 8/15/2025 | Equitable Holdings Inc. | 334,621 | $7.05M | 0.1% | N/A | 0.549% | |
| 8/15/2025 | FSB Premier Wealth Management Inc. | 203,795 | $4.29M | 1.5% | +20.6% | 0.334% | |
| 8/15/2025 | Visionary Wealth Advisors | 196,674 | $4.14M | 0.2% | +3.5% | 0.323% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 68,656 | $1.45M | 0.0% | +5.5% | 0.113% | |
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| 8/15/2025 | Orion Porfolio Solutions LLC | 284,972 | $6.00M | 0.0% | +18.9% | 0.468% | |
| 8/15/2025 | MML Investors Services LLC | 36,448 | $768K | 0.0% | +9.5% | 0.060% | |
| 8/15/2025 | IHT Wealth Management LLC | 217,434 | $4.58M | 0.1% | +3.6% | 0.357% | |
| 8/15/2025 | Benjamin Edwards Inc. | 468,753 | $9.87M | 0.1% | +64.0% | 0.769% | |
| 8/14/2025 | Jane Street Group LLC | 213,459 | $4.50M | 0.0% | +137.5% | 0.350% | |
| 8/14/2025 | Betterment LLC | 12,198 | $257K | 0.0% | N/A | 0.020% | |
| 8/14/2025 | Faithward Advisors LLC | 24,402 | $514K | 0.1% | +20.8% | 0.040% | |
| 8/14/2025 | NewEdge Advisors LLC | 194,246 | $4.09M | 0.0% | +39.8% | 0.319% | |
| 8/14/2025 | Acorn Wealth Advisors LLC | 90,269 | $1.90M | 0.7% | +11.1% | 0.148% | |
| 8/13/2025 | StoneX Group Inc. | 52,422 | $1.10M | 0.1% | N/A | 0.086% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 149,573 | $3.15M | 0.6% | N/A | 0.245% | |
| 8/13/2025 | First Trust Advisors LP | 533,032 | $11.23M | 0.0% | -14.9% | 0.875% | |
| 8/13/2025 | Maia Wealth LLC | 72,800 | $1.53M | 0.3% | +45.6% | 0.119% | |
| 8/12/2025 | Global Retirement Partners LLC | 34,019 | $716K | 0.0% | N/A | 0.056% | |
| 8/12/2025 | PKS Advisory Services LLC | 110,663 | $2.33M | 0.6% | N/A | 0.185% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 451,202 | $9.50M | 0.2% | +24.5% | 0.754% | |
| 8/8/2025 | Cetera Investment Advisers | 1,463,717 | $30.83M | 0.1% | +41.3% | 2.446% | |
| 8/6/2025 | Prospera Financial Services Inc | 905,153 | $19.07M | 0.4% | +41.7% | 1.512% | |
| 8/6/2025 | AE Wealth Management LLC | 182,785 | $3.85M | 0.0% | -10.6% | 0.305% | |
| 8/6/2025 | Long Run Wealth Advisors LLC | 2,023,612 | $42.62M | 8.9% | N/A | 3.381% | |
| 8/6/2025 | Golden State Wealth Management LLC | 32,596 | $686K | 0.1% | N/A | 0.054% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 40,536 | $854K | 0.1% | +8.3% | 0.068% | |
| 8/5/2025 | Bank of New York Mellon Corp | 379,524 | $7.99M | 0.0% | +37.5% | 0.634% | |
| 8/5/2025 | Sigma Planning Corp | 286,678 | $6.04M | 0.2% | -4.9% | 0.479% | |
| 8/4/2025 | IFG Advisory LLC | 41,841 | $881K | 0.0% | N/A | 0.070% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 40,837 | $860K | 0.2% | +17.8% | 0.068% | |
| 8/4/2025 | Atria Investments Inc | 108,128 | $2.28M | 0.0% | +32.8% | 0.181% | |
| 8/4/2025 | Assetmark Inc. | 477,195 | $10.05M | 0.0% | +33.6% | 0.797% | |
| 8/4/2025 | Spire Wealth Management | 105,586 | $2.22M | 0.1% | +2,178.5% | 0.176% | |
| 8/4/2025 | Arkadios Wealth Advisors | 38,674 | $814K | 0.0% | N/A | 0.065% | |
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| 8/1/2025 | Transcend Capital Advisors LLC | 58,225 | $1.23M | 0.1% | N/A | 0.097% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 25,950 | $547K | 0.0% | N/A | 0.043% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 3,303,545 | $69.57M | 0.0% | +28.5% | 5.520% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 27,532 | $580K | 0.1% | +19.9% | 0.046% | |
| 7/30/2025 | Strategic Blueprint LLC | 13,592 | $286K | 0.0% | +6.7% | 0.023% | |
| 7/29/2025 | Stephens Inc. AR | 1,190,289 | $25.07M | 0.3% | -5.6% | 1.989% | |
| 7/29/2025 | Balboa Wealth Partners | 60,241 | $1.27M | 0.3% | N/A | 0.101% | |
| 7/29/2025 | Private Trust Co. NA | 7,904 | $166K | 0.0% | +29.3% | 0.013% | |
| 7/28/2025 | Harbour Investments Inc. | 495,380 | $10.43M | 0.3% | -27.1% | 0.828% | |
| 7/28/2025 | RFG Advisory LLC | 36,861 | $776K | 0.0% | +19.3% | 0.062% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 15,928 | $335K | 0.0% | -85.9% | 0.027% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 124,495 | $2.62M | 0.0% | -46.3% | 0.208% | |
| 7/25/2025 | MGO One Seven LLC | 28,751 | $605K | 0.0% | N/A | 0.048% | |
| 7/25/2025 | CWM LLC | 6,689 | $141K | 0.0% | +28.3% | 0.011% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 240,946 | $5.07M | 0.1% | N/A | 0.403% | |
| 7/25/2025 | Apollon Wealth Management LLC | 30,197 | $636K | 0.0% | +45.7% | 0.050% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 931,979 | $19.63M | 1.2% | +0.9% | 1.557% | |
| 7/24/2025 | IFP Advisors Inc | 161,749 | $3.41M | 0.1% | +490.3% | 0.270% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 153,472 | $3.23M | 0.0% | N/A | 0.256% | |
| 7/22/2025 | Simplicity Wealth LLC | 13,247 | $279K | 0.0% | +26.4% | 0.022% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 9,398 | $198K | 0.0% | N/A | 0.016% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 303,464 | $6.39M | 0.8% | +1.3% | 0.507% | |
| 7/18/2025 | Truist Financial Corp | 16,188 | $341K | 0.0% | -9.5% | 0.027% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 362,099 | $7.62M | 2.4% | +126.8% | 0.608% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 356,047 | $7.50M | 0.0% | +27.0% | 0.598% | |
| 7/16/2025 | Perigon Wealth Management LLC | 63,532 | $1.34M | 0.0% | +16.3% | 0.107% | |
| 7/15/2025 | McCarthy & Cox | 859,585 | $18.10M | 4.7% | N/A | 1.443% | |
| 7/15/2025 | Traction Financial Partners LLC | 19,588 | $413K | 0.3% | N/A | 0.033% | |
| 7/15/2025 | LVZ Inc. | 3,043,021 | $64.09M | 7.7% | +0.9% | 5.110% | |
| 7/14/2025 | Seascape Capital Management | 1,300,564 | $27.39M | 8.6% | +20.2% | 2.193% | |
| 7/14/2025 | Iams Wealth Management LLC | 149,236 | $3.14M | 1.4% | +15.3% | 0.252% | |
| 7/14/2025 | Park Avenue Securities LLC | 139,124 | $2.93M | 0.0% | +19.3% | 0.235% | |
| 7/9/2025 | Keystone Wealth Services LLC | 39,343 | $829K | 0.2% | +38.2% | 0.068% | |
| 7/7/2025 | Nova Wealth Management Inc. | 79,951 | $1.68M | 1.2% | +128.6% | 0.140% | |
| 7/3/2025 | TrueWealth Advisors LLC | 13,634 | $287K | 0.1% | N/A | 0.025% | |
| 7/2/2025 | HBW Advisory Services LLC | 328,529 | $6.92M | 0.9% | +7.7% | 0.607% | |
| 7/1/2025 | Private Client Services LLC | 20,444 | $431K | 0.2% | +15.1% | 0.038% | |
| 5/29/2025 | Nova Wealth Management Inc. | 34,971 | $734K | 0.6% | N/A | 0.073% | |
| 5/20/2025 | Integrity Alliance LLC. | 13,881 | $291K | 0.0% | N/A | 0.031% | |
| 5/19/2025 | Jane Street Group LLC | 89,889 | $1.89M | 0.0% | -72.3% | 0.199% | |
| 5/16/2025 | Faithward Advisors LLC | 20,204 | $424K | 0.1% | +28.2% | 0.045% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 82,304 | $1.73M | 0.1% | N/A | 0.182% | |
| 5/16/2025 | Kestra Investment Management LLC | 10,622 | $223K | 0.0% | +18.3% | 0.024% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 30,947 | $650K | 0.4% | N/A | 0.069% | |
| 5/16/2025 | NewEdge Advisors LLC | 138,939 | $2.92M | 0.0% | N/A | 0.308% | |
| 5/16/2025 | Concorde Asset Management LLC | 10,464 | $218K | 0.1% | N/A | 0.023% | |
| 5/15/2025 | Royal Bank of Canada | 245,275 | $5.15M | 0.0% | N/A | 0.543% | |
| 5/14/2025 | Comerica Bank | 15,584 | $327K | 0.0% | +45.3% | 0.035% | |
| 5/14/2025 | Kestra Advisory Services LLC | 1,352,171 | $28.38M | 0.1% | +82.3% | 2.995% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 36,075 | $757K | 0.0% | +5.6% | 0.080% | |
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| 5/13/2025 | Core Wealth Partners LLC | 77,326 | $1.62M | 0.9% | N/A | 0.171% | |
| 5/12/2025 | Maia Wealth LLC | 50,010 | $1.03M | 0.2% | +41.0% | 0.111% | |
| 5/12/2025 | Benjamin Edwards Inc. | 285,756 | $6.00M | 0.1% | +118.9% | 0.633% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 113,195 | $2.38M | 0.0% | +25.7% | 0.251% | |
| 5/8/2025 | Harbour Investments Inc. | 679,776 | $14.27M | 0.4% | +303.8% | 1.506% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 168,946 | $3.55M | 1.4% | N/A | 0.374% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 696,398 | $14.62M | 1.1% | N/A | 1.542% | |
| 5/7/2025 | LPL Financial LLC | 3,786,283 | $79.47M | 0.0% | +76.0% | 8.386% | |
| 5/6/2025 | Assetmark Inc. | 357,086 | $7.50M | 0.0% | +33.5% | 0.791% | |
| 5/6/2025 | Cetera Investment Advisers | 1,035,640 | $21.74M | 0.0% | +133.8% | 2.294% | |
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