| 8/27/2025 | Orion Porfolio Solutions LLC | 9,830 | $500K | 0.0% | +20.2% | 0.211% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 9,830 | $500K | 0.0% | +20.2% | 0.211% | |
| 8/15/2025 | MML Investors Services LLC | 63,993 | $3.26M | 0.0% | -3.9% | 1.376% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,502 | $76K | 0.0% | N/A | 0.032% | |
| 8/14/2025 | NewEdge Advisors LLC | 7,651 | $389K | 0.0% | -13.5% | 0.165% | |
| 8/14/2025 | Cerity Partners LLC | 31,315 | $1.59M | 0.0% | +0.8% | 0.673% | |
| 8/13/2025 | Flow Traders U.S. LLC | 81,644 | $4.15M | 0.2% | +2.8% | 1.756% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 1,456 | $75K | 0.0% | N/A | 0.031% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 797 | $41K | 0.0% | N/A | 0.017% | |
| 8/13/2025 | Maia Wealth LLC | 3,957 | $201K | 0.0% | N/A | 0.085% | |
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| 8/12/2025 | Steward Partners Investment Advisory LLC | 13,268 | $675K | 0.0% | -5.7% | 0.285% | |
| 8/12/2025 | JPMorgan Chase & Co. | 133,206 | $6.78M | 0.0% | -6.0% | 2.865% | |
| 8/11/2025 | Sofi Wealth LLC | 13,147 | $669K | 0.0% | +60.0% | 0.283% | |
| 8/8/2025 | Cetera Investment Advisers | 80,148 | $4.08M | 0.0% | +3.4% | 1.724% | |
| 8/8/2025 | Wealth Alliance LLC | 6,851 | $348K | 0.0% | -7.6% | 0.147% | |
| 8/6/2025 | AE Wealth Management LLC | 8,156 | $415K | 0.0% | +3.7% | 0.175% | |
| 8/6/2025 | First Horizon Advisors Inc. | 3,330 | $169K | 0.0% | +56.1% | 0.072% | |
| 8/4/2025 | Assetmark Inc. | 30,407 | $1.55M | 0.0% | +6.7% | 0.654% | |
| 8/4/2025 | World Investment Advisors | 5,023 | $255K | 0.0% | -4.2% | 0.108% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,224,894 | $62.30M | 0.0% | -2.5% | 26.342% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 19,757 | $1.01M | 0.2% | +3.4% | 0.425% | |
| 7/28/2025 | Harbour Investments Inc. | 1,158 | $59K | 0.0% | -15.4% | 0.025% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 259,498 | $13.20M | 0.0% | -11.3% | 5.581% | |
| 7/25/2025 | MGO One Seven LLC | 8,806 | $448K | 0.0% | +3.5% | 0.189% | |
| 7/25/2025 | CWM LLC | 69,073 | $3.51M | 0.0% | +121.1% | 1.485% | |
| 7/18/2025 | SigFig Wealth Management LLC | 12,828 | $650K | 0.0% | -2.1% | 0.276% | |
| 7/17/2025 | One Wealth Advisors LLC | 26,701 | $1.36M | 0.2% | -3.3% | 0.574% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 27,036 | $1.38M | 0.0% | +22.6% | 0.581% | |
| 7/16/2025 | Perigon Wealth Management LLC | 9,601 | $488K | 0.0% | -19.2% | 0.206% | |
| 7/14/2025 | Park Avenue Securities LLC | 109,147 | $5.55M | 0.1% | -0.9% | 2.347% | |
| 5/19/2025 | Jane Street Group LLC | 22,738 | $1.05M | 0.0% | N/A | 0.489% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 7,289 | $337K | 0.0% | -19.0% | 0.157% | |
| 5/15/2025 | One Wealth Capital Management LLC | 4,668 | $216K | 0.1% | -4.4% | 0.100% | |
| 5/15/2025 | Royal Bank of Canada | 20,247 | $935K | 0.0% | -3.5% | 0.435% | |
| 5/14/2025 | Flow Traders U.S. LLC | 79,396 | $3.67M | 0.2% | N/A | 1.707% | |
| 5/14/2025 | Capital Analysts LLC | 2,062 | $96K | 0.0% | +11.1% | 0.044% | |
| 5/13/2025 | HighTower Advisors LLC | 9,350 | $432K | 0.0% | +58.3% | 0.201% | |
| 5/12/2025 | Townsquare Capital LLC | 6,244 | $288K | 0.0% | -19.2% | 0.134% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 24,513 | $1.13M | 0.0% | -6.6% | 0.527% | |
| 5/7/2025 | LPL Financial LLC | 254,473 | $11.75M | 0.0% | +8.9% | 5.473% | |
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| 5/6/2025 | Assetmark Inc. | 28,508 | $1.32M | 0.0% | -7.8% | 0.613% | |
| 5/6/2025 | Cetera Investment Advisers | 77,508 | $3.58M | 0.0% | +12.2% | 1.667% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 5,172 | $239K | 0.0% | -11.7% | 0.111% | |
| 5/6/2025 | One Wealth Advisors LLC | 27,606 | $1.28M | 0.2% | -17.8% | 0.594% | |
| 5/6/2025 | AE Wealth Management LLC | 7,866 | $363K | 0.0% | -4.8% | 0.169% | |
| 5/5/2025 | Wealth Alliance LLC | 7,417 | $343K | 0.0% | -9.3% | 0.160% | |
| 5/5/2025 | Diversify Advisory Services LLC | 4,692 | $226K | 0.0% | -22.2% | 0.101% | |
| 5/1/2025 | CWM LLC | 31,241 | $1.44M | 0.0% | -57.6% | 0.672% | |
| 4/30/2025 | Sharkey Howes & Javer | 16,332 | $754K | 0.1% | -4.9% | 0.351% | |
| 4/30/2025 | Cerity Partners LLC | 31,056 | $1.43M | 0.0% | -2.0% | 0.668% | |
| 4/30/2025 | Horst & Graben Wealth Management LLC | 19,101 | $882K | 0.2% | -10.6% | 0.411% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,256,592 | $58.04M | 0.0% | -1.3% | 27.023% | |
| 4/29/2025 | Investor s Fiduciary Advisor Network LLC | 11,824 | $546K | 0.3% | +5.6% | 0.254% | |
| 4/29/2025 | World Investment Advisors | 5,242 | $242K | 0.0% | +8.7% | 0.113% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 16,453 | $760K | 0.0% | -1.9% | 0.354% | |
| 4/28/2025 | Rossby Financial LCC | 616 | $29K | 0.0% | N/A | 0.013% | |
| 4/23/2025 | Perigon Wealth Management LLC | 11,880 | $549K | 0.0% | +35.2% | 0.255% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,315 | $754K | 0.0% | -6.8% | 0.351% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 292,512 | $13.51M | 0.1% | -24.0% | 6.291% | |
| 4/21/2025 | Sofi Wealth LLC | 8,219 | $380K | 0.0% | +529.8% | 0.177% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 5,253 | $243K | 0.0% | -6.8% | 0.113% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 22,060 | $1.02M | 0.0% | +1.8% | 0.474% | |
| 4/14/2025 | Farther Finance Advisors LLC | 5,542 | $257K | 0.0% | +58.3% | 0.119% | |
| 4/14/2025 | Park Avenue Securities LLC | 110,188 | $5.09M | 0.1% | -0.5% | 2.370% | |
| 4/9/2025 | RFG Advisory LLC | 6,485 | $300K | 0.0% | +12.9% | 0.139% | |
| 4/9/2025 | Merit Financial Group LLC | 5,447 | $252K | 0.0% | N/A | 0.117% | |
| 4/9/2025 | SigFig Wealth Management LLC | 13,097 | $610K | 0.0% | -4.1% | 0.282% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 6,103 | $266K | 0.0% | +16.7% | 0.096% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 11,193 | $487K | 0.2% | N/A | 0.175% | |
| 2/17/2025 | CoreCap Advisors LLC | 1,861 | $81K | 0.0% | +27.2% | 0.029% | |
| 2/17/2025 | Cetera Investment Advisers | 69,060 | $3.01M | 0.0% | +3.2% | 1.082% | |
| 2/17/2025 | Citadel Advisors LLC | 46,148 | $2.01M | 0.0% | N/A | 0.723% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 1,753 | $76K | 0.0% | -60.3% | 0.027% | |
| 2/14/2025 | Capital Analysts LLC | 1,856 | $81K | 0.0% | +23.3% | 0.029% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,004 | $392K | 0.0% | -52.3% | 0.141% | |
| 2/14/2025 | MML Investors Services LLC | 66,370 | $2.89M | 0.0% | -1.2% | 1.040% | |
| 2/14/2025 | GeoWealth Management LLC | 5,489 | $239K | 0.0% | +2,168.2% | 0.086% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 4,168 | $188K | 0.0% | +15.7% | 0.065% | |
| 2/13/2025 | NewEdge Advisors LLC | 8,876 | $386K | 0.0% | +24,555.6% | 0.139% | |
| 2/13/2025 | Regal Investment Advisors LLC | 6,147 | $268K | 0.0% | +12.1% | 0.096% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 23,336 | $1.02M | 0.0% | +5.9% | 0.366% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 5,637 | $245K | 0.0% | N/A | 0.088% | |
| 2/13/2025 | Townsquare Capital LLC | 7,724 | $336K | 0.0% | +50.0% | 0.121% | |
| 2/13/2025 | Elios Financial Group Inc. | 8,549 | $372K | 0.2% | +3.4% | 0.134% | |
| 2/13/2025 | Cerity Partners LLC | 31,681 | $1.38M | 0.0% | -9.7% | 0.497% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,273,255 | $55.41M | 0.0% | +4.0% | 19.957% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 1,192 | $52K | 0.0% | N/A | 0.019% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 7,800 | $339K | 0.0% | +15.6% | 0.122% | |
| 2/12/2025 | JPMorgan Chase & Co. | 150,668 | $6.56M | 0.0% | +18.9% | 2.362% | |
| 2/11/2025 | LPL Financial LLC | 233,706 | $10.17M | 0.0% | +74.1% | 3.663% | |
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| 2/11/2025 | SigFig Wealth Management LLC | 13,664 | $596K | 0.0% | +11.0% | 0.214% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 26,522 | $1.21M | 0.0% | +5.2% | 0.416% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 385,050 | $16.76M | 0.1% | +2.6% | 6.035% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,788 | $513K | 0.0% | +12.7% | 0.185% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 5,860 | $255K | 0.0% | -5.8% | 0.092% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,502 | $152K | 0.0% | +13.5% | 0.055% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 4,971 | $216K | 0.0% | +7.4% | 0.078% | |
| 2/7/2025 | HighTower Advisors LLC | 5,907 | $257K | 0.0% | N/A | 0.093% | |
| 2/6/2025 | Assetmark Inc. | 30,921 | $1.35M | 0.0% | +28.6% | 0.485% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 14,781 | $643K | 0.0% | +11.3% | 0.232% | |
