| 8/8/2025 | Avantax Advisory Services Inc. | 67,049 | $2.57M | 0.0% | -3.0% | 0.439% | |
| 8/8/2025 | Cetera Investment Advisers | 70,535 | $2.70M | 0.0% | -2.2% | 0.462% | |
| 8/8/2025 | Advyzon Investment Management LLC | 18,764 | $718K | 0.2% | -12.0% | 0.123% | |
| 8/7/2025 | Verus Capital Partners LLC | 9,498 | $364K | 0.0% | N/A | 0.062% | |
| 8/5/2025 | Westside Investment Management Inc. | 27,679 | $1.06M | 0.2% | -9.4% | 0.181% | |
| 8/5/2025 | Sigma Planning Corp | 14,190 | $543K | 0.0% | +53.3% | 0.093% | |
| 8/4/2025 | Amplius Wealth Advisors LLC | 25,055 | $959K | 0.1% | -29.3% | 0.164% | |
| 8/4/2025 | Savvy Advisors Inc. | 23,817 | $912K | 0.1% | N/A | 0.156% | |
| 8/4/2025 | World Investment Advisors | 94,893 | $3.63M | 0.1% | -29.2% | 0.621% | |
| 8/1/2025 | GGM Financials LLC | 92,069 | $3.52M | 0.7% | +461.5% | 0.603% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 139,916 | $5.36M | 0.0% | +39.5% | 0.916% | |
| 7/30/2025 | Bleakley Financial Group LLC | 32,895 | $1.26M | 0.0% | -35.7% | 0.215% | |
| 7/30/2025 | Retirement Planning Group LLC | 49,381 | $1.89M | 0.1% | +310.1% | 0.323% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 6,043 | $231K | 0.0% | +80.9% | 0.040% | |
| 7/29/2025 | Crux Wealth Advisors | 73,411 | $2.81M | 1.2% | -2.5% | 0.481% | |
| 7/29/2025 | Goldstein Advisors LLC | 505,155 | $19.34M | 2.6% | -6.0% | 3.307% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 25,707 | $984K | 0.0% | +6.3% | 0.168% | |
| 7/29/2025 | Consilio Wealth Advisors LLC | 115,349 | $4.41M | 1.6% | -6.4% | 0.755% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 32,322 | $1.24M | 0.1% | N/A | 0.212% | |
| 7/25/2025 | Landmark Wealth Management LLC | 58,517 | $2.24M | 1.0% | -1.1% | 0.383% | |
| 7/25/2025 | Apollon Financial LLC | 41,411 | $1.59M | 0.3% | N/A | 0.271% | |
| 7/25/2025 | Apollon Wealth Management LLC | 413,669 | $15.84M | 0.3% | N/A | 2.708% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 159,290 | $6.10M | 0.1% | -40.5% | 1.043% | |
| 7/22/2025 | Strid Group LLC | 89,403 | $3.42M | 0.5% | +1.3% | 0.585% | |
| 7/21/2025 | Sterling Investment Counsel LLC | 40,701 | $1.56M | 0.9% | -75.1% | 0.266% | |
| 7/18/2025 | Vicus Capital | 10,813 | $414K | 0.0% | -11.6% | 0.071% | |
| 7/17/2025 | Legacy Wealth Management Inc | 501,436 | $19.20M | 1.2% | -2.2% | 3.310% | |
| 7/17/2025 | HB Wealth Management LLC | 5,645 | $216K | 0.0% | -11.5% | 0.037% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 149,650 | $5.73M | 0.0% | +2.5% | 0.988% | |
| 7/17/2025 | Montis Financial LLC | 110,161 | $4.22M | 1.2% | -27.1% | 0.727% | |
| 7/17/2025 | Fifth Third Securities Inc. | 33,266 | $1.27M | 0.1% | +32.6% | 0.220% | |
| 7/17/2025 | ERn Financial LLC | 205,122 | $7.85M | 1.7% | -1.3% | 1.354% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 215,286 | $8.24M | 4.2% | +5.6% | 1.421% | |
| 7/16/2025 | Magnus Financial Group LLC | 31,762 | $1.22M | 0.1% | -3.2% | 0.210% | |
| 7/15/2025 | Signet Financial Management LLC | 21,953 | $840K | 0.1% | -11.3% | 0.145% | |
| 7/14/2025 | GAMMA Investing LLC | 28,917 | $1.11M | 0.1% | -21.7% | 0.191% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 26,390 | $1.01M | 0.5% | +6.7% | 0.174% | |
| 7/9/2025 | Thrive Wealth Management LLC | 46,227 | $1.77M | 0.3% | +78.8% | 0.306% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 35,827 | $1.37M | 0.3% | +159.6% | 0.237% | |
| 7/1/2025 | Stonehearth Capital Management LLC | 27,120 | $1.04M | 0.4% | +14.0% | 0.180% | |
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| 5/20/2025 | Focus Partners Wealth | 362,140 | $13.92M | 0.0% | -0.8% | 2.605% | |
| 5/19/2025 | Jane Street Group LLC | 41,505 | $1.60M | 0.0% | +28.6% | 0.299% | |
| 5/16/2025 | Sepio Capital LP | 111,083 | $4.27M | 0.3% | +1.7% | 0.799% | |
| 5/16/2025 | NewEdge Advisors LLC | 53,366 | $2.05M | 0.0% | +83.1% | 0.384% | |
| 5/15/2025 | Royal Bank of Canada | 126,922 | $4.88M | 0.0% | -4.2% | 0.913% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,237,203 | $47.57M | 0.0% | +7.1% | 8.901% | |
| 5/14/2025 | Kestra Advisory Services LLC | 156,282 | $6.01M | 0.0% | +11.8% | 1.124% | |
| 5/14/2025 | Capital Analysts LLC | 18,210 | $700K | 0.0% | +30.7% | 0.131% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 702,724 | $27.02M | 0.2% | +28.3% | 5.056% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,144,482 | $44.01M | 0.0% | +1.6% | 8.234% | |
| 5/13/2025 | Cresset Asset Management LLC | 25,177 | $971K | 0.0% | N/A | 0.181% | |
| 5/13/2025 | HighTower Advisors LLC | 1,659,080 | $63.79M | 0.1% | +5.5% | 12.199% | |
| 5/9/2025 | West Michigan Advisors LLC | 5,978 | $230K | 0.1% | -17.8% | 0.044% | |
| 5/9/2025 | Advyzon Investment Management LLC | 21,318 | $820K | 0.3% | -1.5% | 0.157% | |
| 5/8/2025 | Harbour Investments Inc. | 4,311 | $166K | 0.0% | +33.2% | 0.032% | |
| 5/7/2025 | LPL Financial LLC | 374,640 | $14.41M | 0.0% | +27.0% | 2.755% | |
| 5/6/2025 | Cetera Investment Advisers | 72,100 | $2.77M | 0.0% | -0.6% | 0.530% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 69,147 | $2.66M | 0.0% | +1.1% | 0.508% | |
| 5/5/2025 | Private Advisor Group LLC | 17,376 | $668K | 0.0% | +15.2% | 0.128% | |
| 5/2/2025 | Montis Financial LLC | 151,064 | $5.81M | 1.7% | -20.4% | 1.111% | |
| 5/2/2025 | Landmark Wealth Management LLC | 59,162 | $2.28M | 1.0% | +9.4% | 0.435% | |
| 5/2/2025 | Sigma Planning Corp | 9,256 | $356K | 0.0% | -3.2% | 0.068% | |
| 5/1/2025 | Fifth Third Securities Inc. | 25,086 | $965K | 0.1% | +10.3% | 0.184% | |
| 4/30/2025 | Bernardo Wealth Planning LLC | 130,548 | $5.02M | 1.2% | -0.6% | 0.960% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 24,183 | $930K | 0.0% | N/A | 0.178% | |
| 4/30/2025 | Abound Financial LLC | 698 | $27K | 0.0% | N/A | 0.005% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 100,274 | $3.86M | 0.0% | +15.2% | 0.737% | |
| 4/29/2025 | World Investment Advisors | 133,968 | $5.15M | 0.1% | -61.2% | 0.985% | |
| 4/25/2025 | Strid Group LLC | 88,269 | $3.39M | 0.5% | +7.3% | 0.649% | |
| 4/25/2025 | Naviter Wealth LLC | 79,413 | $3.06M | 0.4% | +26.8% | 0.584% | |
| 4/25/2025 | Legacy Wealth Management Inc | 512,899 | $19.72M | 1.3% | +2.3% | 3.771% | |
| 4/23/2025 | Goldstein Advisors LLC | 537,360 | $20.66M | 3.0% | +3.5% | 3.951% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,159 | $1.20M | 0.0% | -16.7% | 0.229% | |
| 4/22/2025 | Madison Wealth Partners Inc | 7,411 | $285K | 0.1% | -8.1% | 0.054% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 24,740 | $951K | 0.5% | +7.9% | 0.182% | |
| 4/22/2025 | Bernardo Wealth Planning LLC | 130,548 | $5.02M | 1.2% | -0.6% | 0.960% | |
| 4/21/2025 | ERn Financial LLC | 207,735 | $7.99M | 1.3% | +0.4% | 1.527% | |
| 4/21/2025 | Sterling Investment Counsel LLC | 163,297 | $6.28M | 2.1% | +347.2% | 1.201% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 30,966 | $1.19M | 0.1% | +28.4% | 0.232% | |
| 4/17/2025 | Vicus Capital | 12,231 | $470K | 0.0% | +5.3% | 0.092% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 145,988 | $5.61M | 0.0% | +7.0% | 1.094% | |
| 4/15/2025 | GAMMA Investing LLC | 36,935 | $1.42M | 0.1% | +92.9% | 0.277% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 267,788 | $10.30M | 0.3% | +2.2% | 2.006% | |
| 4/15/2025 | Signet Financial Management LLC | 24,755 | $952K | 0.1% | -11.7% | 0.185% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 3,340 | $128K | 0.0% | +24.5% | 0.025% | |
| 4/11/2025 | GGM Financials LLC | 16,397 | $630K | 0.4% | +14.7% | 0.123% | |
| 4/11/2025 | Consilio Wealth Advisors LLC | 123,186 | $4.74M | 2.0% | +9.6% | 0.923% | |
| 4/10/2025 | Retirement Planning Group LLC | 12,040 | $463K | 0.0% | N/A | 0.090% | |
| 4/10/2025 | Thrive Wealth Management LLC | 25,853 | $994K | 0.2% | +13.7% | 0.194% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 203,861 | $7.84M | 4.4% | N/A | 1.527% | |
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| 4/10/2025 | Richard P Slaughter Associates Inc | 13,802 | $531K | 0.1% | -6.1% | 0.103% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 35,426 | $1.36M | 0.1% | -2.4% | 0.265% | |
| 4/9/2025 | Merit Financial Group LLC | 91,724 | $3.53M | 0.1% | +4.5% | 0.687% | |
| 4/7/2025 | GAMMA Investing LLC | 1,420,151 | $546.05M | 0.1% | +7,318.3% | 10.638% | |
| 4/1/2025 | Stonehearth Capital Management LLC | 23,788 | $915K | 0.4% | +82.7% | 0.178% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 9,295 | $359K | 0.0% | +44.3% | 0.088% | |
| 2/17/2025 | Focus Partners Wealth | 365,162 | $14.12M | 0.0% | +5.2% | 3.468% | |
| 2/17/2025 | Cetera Investment Advisers | 72,567 | $2.81M | 0.0% | +15.9% | 0.689% | |
| 2/17/2025 | Captrust Financial Advisors | 49,737 | $1.92M | 0.0% | -4.2% | 0.472% | |
| 2/17/2025 | Bank of America Corp DE | 595,293 | $23.01M | 0.0% | +21.7% | 5.653% | |
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