| 8/8/2025 | Rockefeller Capital Management L.P. | 34,845 | $2.56M | 0.0% | -7.5% | 0.259% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 208,615 | $15.30M | 0.1% | -4.2% | 1.551% | |
| 8/8/2025 | Cetera Investment Advisers | 17,014 | $1.25M | 0.0% | +5.1% | 0.126% | |
| 8/6/2025 | AE Wealth Management LLC | 335 | $25K | 0.0% | N/A | 0.002% | |
| 8/5/2025 | Gilbert & Cook Inc. | 2,824 | $207K | 0.0% | N/A | 0.021% | |
| 8/4/2025 | Atria Investments Inc | 11,714 | $859K | 0.0% | -55.7% | 0.087% | |
| 8/4/2025 | Assetmark Inc. | 644 | $47K | 0.0% | N/A | 0.005% | |
| 8/4/2025 | Arkadios Wealth Advisors | 10,876 | $798K | 0.0% | -3.3% | 0.081% | |
| 8/4/2025 | Beirne Wealth Consulting Services LLC | 7,606 | $558K | 0.2% | -3.3% | 0.057% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 614,363 | $45.07M | 0.0% | -1.3% | 4.568% | |
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| 8/1/2025 | Chilton Capital Management LLC | 11,314 | $830K | 0.0% | -7.6% | 0.084% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 64,982 | $4.77M | 0.7% | +4.8% | 0.483% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 3,455 | $253K | 0.0% | -29.8% | 0.026% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 5,555 | $407K | 0.0% | N/A | 0.041% | |
| 7/25/2025 | CWM LLC | 14,262 | $1.05M | 0.0% | -1.9% | 0.106% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 10,634 | $780K | 0.6% | -5.9% | 0.079% | |
| 7/22/2025 | Grimes & Company Inc. | 1,636,251 | $120.02M | 3.3% | -1.0% | 12.165% | |
| 7/22/2025 | Simplicity Wealth LLC | 182,624 | $13.40M | 0.6% | +297.1% | 1.358% | |
| 7/22/2025 | Hill Island Financial LLC | 5,021 | $368K | 0.1% | -4.8% | 0.037% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 44,251 | $3.25M | 0.2% | -0.6% | 0.329% | |
| 7/18/2025 | Foundry Financial Group Inc. | 142,209 | $10.43M | 5.9% | +0.6% | 1.057% | |
| 7/18/2025 | SigFig Wealth Management LLC | 30,929 | $2.26M | 0.1% | -2.0% | 0.230% | |
| 7/18/2025 | Cooper Financial Group | 110,166 | $8.08M | 1.0% | -1.5% | 0.819% | |
| 7/17/2025 | Venture Visionary Partners LLC | 6,500 | $477K | 0.0% | -2.5% | 0.048% | |
| 7/17/2025 | ERn Financial LLC | 89,268 | $6.55M | 1.4% | +18.9% | 0.664% | |
| 7/17/2025 | PMG Wealth Management Inc. | 37,741 | $2.77M | 2.3% | N/A | 0.281% | |
| 7/16/2025 | ORG Partners LLC | 7,305 | $537K | 0.1% | N/A | 0.054% | |
| 7/15/2025 | Well Done LLC | 2,800 | $205K | 0.0% | -9.8% | 0.021% | |
| 7/14/2025 | Park Avenue Securities LLC | 4,582 | $336K | 0.0% | N/A | 0.034% | |
| 7/8/2025 | IAM Advisory LLC | 325,238 | $23.86M | 5.7% | +0.2% | 2.418% | |
| 7/1/2025 | Private Client Services LLC | 2,734 | $201K | 0.1% | N/A | 0.020% | |
| 5/16/2025 | NewEdge Advisors LLC | 7,890 | $532K | 0.0% | -45.3% | 0.059% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 74,891 | $5.05M | 0.0% | -1.4% | 0.560% | |
| 5/14/2025 | Kestra Advisory Services LLC | 264,600 | $17.84M | 0.1% | +1.3% | 1.978% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,399,000 | $95.18M | 0.0% | -7.3% | 10.456% | |
| 5/14/2025 | CW Advisors LLC | 6,857 | $462K | 0.0% | N/A | 0.051% | |
| 5/14/2025 | Venture Visionary Partners LLC | 6,666 | $449K | 0.0% | -75.0% | 0.050% | |
| 5/13/2025 | Raymond James Financial Inc. | 51,168 | $3.45M | 0.0% | -4.9% | 0.382% | |
| 5/13/2025 | Tyler Stone Wealth Management | 12,699 | $856K | 0.2% | -2.3% | 0.095% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 62,012 | $4.18M | 0.8% | +4.0% | 0.463% | |
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| 5/13/2025 | FCA Corp TX | 36,812 | $2.48M | 0.8% | +1.7% | 0.275% | |
| 5/13/2025 | HighTower Advisors LLC | 26,489 | $1.79M | 0.0% | +13.4% | 0.198% | |
| 5/12/2025 | Cooper Financial Group | 111,868 | $7.54M | 1.0% | -2.6% | 0.836% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 466,394 | $31.44M | 0.0% | -2.8% | 3.486% | |
| 5/8/2025 | Arkadios Wealth Advisors | 11,251 | $759K | 0.0% | -12.0% | 0.084% | |
| 5/7/2025 | LPL Financial LLC | 1,095,574 | $73.86M | 0.0% | -1.1% | 8.188% | |
| 5/6/2025 | Cetera Investment Advisers | 16,193 | $1.09M | 0.0% | -11.0% | 0.121% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 217,658 | $14.68M | 0.1% | -0.1% | 1.627% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 45,311 | $3.06M | 0.1% | +133.6% | 0.339% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 4,592 | $310K | 0.1% | -13.0% | 0.034% | |
| 5/5/2025 | Foundry Financial Group Inc. | 141,417 | $9.53M | 5.9% | +0.6% | 1.057% | |
| 5/1/2025 | CWM LLC | 14,532 | $980K | 0.0% | -18.2% | 0.108% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 21,876 | $1.48M | 0.2% | -2.3% | 0.163% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 6,121 | $413K | 0.0% | N/A | 0.046% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 622,579 | $41.97M | 0.0% | -4.2% | 4.636% | |
| 4/29/2025 | Chilton Capital Management LLC | 12,240 | $825K | 0.0% | -27.7% | 0.091% | |
| 4/25/2025 | Goodman Advisory Group LLC | 734,450 | $49.52M | 22.7% | +913.8% | 5.469% | |
| 4/23/2025 | International Assets Investment Management LLC | 21,663 | $1.46M | 0.0% | +0.7% | 0.161% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 13,621 | $918K | 0.0% | -2.2% | 0.101% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,507 | $776K | 0.0% | -14.7% | 0.086% | |
| 4/22/2025 | Hill Island Financial LLC | 5,274 | $356K | 0.1% | -96.2% | 0.039% | |
| 4/21/2025 | ERn Financial LLC | 75,067 | $5.06M | 0.8% | +17.8% | 0.559% | |
| 4/21/2025 | Well Done LLC | 3,105 | $216K | 0.0% | N/A | 0.023% | |
| 4/17/2025 | Grimes & Company Inc. | 1,652,482 | $111.41M | 3.4% | -2.0% | 12.304% | |
| 4/17/2025 | Trust Point Inc. | 4,188 | $282K | 0.0% | N/A | 0.031% | |
| 4/16/2025 | Sanchez Wealth Management Group | 482,789 | $32.55M | 8.8% | +3.2% | 3.595% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 44,527 | $3.00M | 0.2% | -0.9% | 0.332% | |
| 4/15/2025 | Simplicity Wealth LLC | 45,989 | $3.10M | 0.2% | N/A | 0.342% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,242 | $152K | 0.0% | +561.4% | 0.017% | |
| 4/11/2025 | IAM Advisory LLC | 324,483 | $21.88M | 5.7% | -2.6% | 2.395% | |
| 2/17/2025 | Quantinno Capital Management LP | 3,690 | $257K | 0.0% | -27.2% | 0.027% | |
| 2/17/2025 | CoreCap Advisors LLC | 14,148 | $985K | 0.0% | N/A | 0.104% | |
| 2/17/2025 | Cetera Investment Advisers | 18,194 | $1.27M | 0.0% | +5.5% | 0.134% | |
| 2/17/2025 | Bank of America Corp DE | 415,720 | $28.96M | 0.0% | -1.1% | 3.068% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,509,187 | $105.12M | 0.0% | +17.7% | 11.138% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 56,169 | $3.91M | 0.0% | -11.1% | 0.415% | |
| 2/14/2025 | IHT Wealth Management LLC | 5,961 | $415K | 0.0% | +13.2% | 0.044% | |
| 2/14/2025 | Stifel Financial Corp | 3,409 | $237K | 0.0% | +5.1% | 0.025% | |
| 2/14/2025 | Goodman Advisory Group LLC | 72,445 | $5.05M | 1.5% | -6.7% | 0.535% | |
| 2/13/2025 | Raymond James Financial Inc. | 53,779 | $3.75M | 0.0% | N/A | 0.397% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 649,575 | $45.24M | 0.0% | -6.5% | 4.794% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 14,885 | $1.04M | 0.1% | -1.1% | 0.110% | |
| 2/13/2025 | Wells Fargo & Company MN | 844,203 | $58.80M | 0.0% | +1.5% | 6.230% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 7,707 | $537K | 0.0% | -10.9% | 0.057% | |
| 2/12/2025 | JPMorgan Chase & Co. | 9,925 | $691K | 0.0% | +18.6% | 0.073% | |
| 2/11/2025 | FCA Corp TX | 36,190 | $2.52M | 0.8% | +1.0% | 0.267% | |
| 2/11/2025 | Hill Island Financial LLC | 139,740 | $9.73M | 2.8% | -61.2% | 1.031% | |
| 2/11/2025 | LPL Financial LLC | 1,108,002 | $77.17M | 0.0% | +11.6% | 8.177% | |
| 2/11/2025 | SigFig Wealth Management LLC | 31,622 | $2.21M | 0.1% | +1.1% | 0.233% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 479,901 | $33.43M | 0.0% | +1.4% | 3.542% | |
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| 2/10/2025 | Avantax Advisory Services Inc. | 217,950 | $15.18M | 0.1% | +2.1% | 1.608% | |
| 2/7/2025 | HighTower Advisors LLC | 23,369 | $1.63M | 0.0% | +25.2% | 0.172% | |
| 2/7/2025 | Independent Advisor Alliance | 4,585 | $319K | 0.0% | N/A | 0.034% | |
| 2/7/2025 | Foundry Financial Group Inc. | 140,588 | $9.79M | 6.1% | -0.7% | 1.038% | |
| 2/6/2025 | Raymond James Financial Inc. | 53,779 | $3.75M | 0.0% | N/A | 0.397% | |
| 2/6/2025 | Atria Investments Inc | 27,524 | $1.92M | 0.0% | -2.3% | 0.203% | |
| 2/6/2025 | Jones Financial Companies Lllp | 52,050 | $3.63M | 0.0% | +39.7% | 0.384% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 13,929 | $970K | 0.0% | +1.2% | 0.103% | |
| 2/5/2025 | Schneider Downs Wealth Management Advisors LP | 59,651 | $4.16M | 0.8% | +11.0% | 0.440% | |
| 2/4/2025 | Marshall Investment Management LLC | 42,138 | $2.93M | 1.7% | N/A | 0.311% | |
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