| 8/19/2025 | Advisory Services Network LLC | 5,301 | $493K | 0.0% | -25.5% | 0.100% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 1,466 | $135K | 0.0% | N/A | 0.028% | |
| 8/15/2025 | MML Investors Services LLC | 152,750 | $14.11M | 0.0% | +12.3% | 2.882% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 2,781 | $257K | 0.0% | -29.8% | 0.052% | |
| 8/15/2025 | EP Wealth Advisors LLC | 2,509 | $232K | 0.0% | -29.5% | 0.047% | |
| 8/15/2025 | Bank of America Corp DE | 321,989 | $29.75M | 0.0% | -11.4% | 6.075% | |
| 8/14/2025 | Jane Street Group LLC | 8,851 | $818K | 0.0% | -72.8% | 0.167% | |
| 8/14/2025 | Raymond James Financial Inc. | 35,912 | $3.32M | 0.0% | +14.3% | 0.678% | |
| 8/14/2025 | Diversify Advisory Services LLC | 2,187 | $203K | 0.0% | N/A | 0.041% | |
| 8/13/2025 | First Trust Advisors LP | 3,594 | $332K | 0.0% | N/A | 0.068% | |
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| 8/13/2025 | WCG Wealth Advisors LLC | 19,921 | $1.84M | 0.1% | -7.0% | 0.376% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 4,130 | $382K | 0.0% | +24.0% | 0.078% | |
| 8/13/2025 | Scotia Capital Inc. | 125,967 | $11.64M | 0.1% | +8.9% | 2.377% | |
| 8/12/2025 | Insigneo Advisory Services LLC | 3,956 | $366K | 0.0% | N/A | 0.075% | |
| 8/12/2025 | Global Retirement Partners LLC | 14,204 | $1.31M | 0.0% | N/A | 0.268% | |
| 8/12/2025 | JPMorgan Chase & Co. | 54,886 | $5.07M | 0.0% | +724.2% | 1.036% | |
| 8/11/2025 | Inspire Advisors LLC | 6,989 | $646K | 0.1% | +18.9% | 0.132% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 29,241 | $2.70M | 0.0% | +45.6% | 0.552% | |
| 8/8/2025 | Cetera Investment Advisers | 19,412 | $1.79M | 0.0% | +84.3% | 0.366% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 54,378 | $5.03M | 0.1% | -13.3% | 1.026% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,364 | $126K | 0.0% | +38.9% | 0.026% | |
| 8/6/2025 | Able Wealth Management LLC | 13,841 | $1.28M | 0.6% | +18.1% | 0.261% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,711 | $158K | 0.0% | +96.2% | 0.032% | |
| 8/5/2025 | Milestone Asset Management LLC | 7,295 | $674K | 0.1% | -98.2% | 0.138% | |
| 8/5/2025 | Bank of Montreal Can | 53,708 | $4.96M | 0.0% | +0.6% | 1.013% | |
| 8/4/2025 | Assetmark Inc. | 79,015 | $7.30M | 0.0% | -65.4% | 1.491% | |
| 8/1/2025 | FSA Advisors Inc. | 2,973 | $275K | 0.2% | +15.0% | 0.056% | |
| 8/1/2025 | GWN Securities Inc. | 10,204 | $944K | 0.2% | -78.5% | 0.193% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 395,512 | $36.55M | 0.0% | +84.7% | 7.462% | |
| 7/29/2025 | Two West Capital Advisors LLC | 4,563 | $425K | 0.3% | +96.3% | 0.086% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,112 | $934K | 0.0% | +24.0% | 0.191% | |
| 7/24/2025 | Leo Wealth LLC | 240,710 | $22.26M | 1.7% | +147.0% | 4.542% | |
| 7/24/2025 | Columbia Advisory Partners LLC | 31,910 | $2.95M | 2.2% | -14.9% | 0.602% | |
| 7/23/2025 | SteelPeak Wealth LLC | 2,419 | $224K | 0.0% | N/A | 0.046% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 31,915 | $2.95M | 0.0% | -17.8% | 0.602% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,513 | $417K | 0.0% | +8.4% | 0.085% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,469 | $228K | 0.0% | -18.1% | 0.047% | |
| 7/18/2025 | Trilogy Capital Inc. | 9,875 | $912K | 0.0% | -21.7% | 0.186% | |
| 7/18/2025 | Truist Financial Corp | 14,116 | $1.30M | 0.0% | -2.6% | 0.266% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 24,253 | $2.24M | 0.0% | +18.3% | 0.458% | |
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| 7/17/2025 | GC Wealth Management RIA LLC | 2,959 | $273K | 0.0% | +32.2% | 0.056% | |
| 7/17/2025 | Alpine Bank Wealth Management | 18,055 | $1.67M | 0.3% | -92.8% | 0.341% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 6,068 | $561K | 0.2% | N/A | 0.114% | |
| 7/16/2025 | ORG Partners LLC | 16,291 | $1.51M | 0.3% | +99.5% | 0.307% | |
| 7/16/2025 | Perigon Wealth Management LLC | 7,897 | $730K | 0.0% | +56.0% | 0.149% | |
| 7/16/2025 | Maridea Wealth Management LLC | 3,380 | $312K | 0.1% | N/A | 0.064% | |
| 7/15/2025 | McAdam LLC | 6,232 | $576K | 0.0% | +15.5% | 0.118% | |
| 7/14/2025 | AdvisorNet Financial Inc | 36,163 | $3.34M | 0.2% | +37.5% | 0.682% | |
| 7/14/2025 | Park Avenue Securities LLC | 16,305 | $1.51M | 0.0% | +95.5% | 0.308% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 20,755 | $1.92M | 0.0% | N/A | 0.392% | |
| 7/9/2025 | Beacon Financial Group | 69,544 | $6.43M | 0.7% | -4.3% | 1.312% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 2,734 | $252K | 0.2% | +14.9% | 0.056% | |
| 5/21/2025 | McAdam LLC | 5,395 | $498K | 0.0% | +81.5% | 0.110% | |
| 5/19/2025 | Jane Street Group LLC | 32,600 | $3.01M | 0.0% | +46.0% | 0.665% | |
| 5/15/2025 | Royal Bank of Canada | 23,312 | $2.15M | 0.0% | +6.2% | 0.476% | |
| 5/14/2025 | CreativeOne Wealth LLC | 4,460 | $412K | 0.0% | N/A | 0.091% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 21,427 | $1.98M | 0.2% | +7.9% | 0.437% | |
| 5/13/2025 | Heck Capital Advisors LLC | 27,703 | $2.56M | 0.3% | N/A | 0.565% | |
| 5/13/2025 | Anfield Capital Management LLC | 1,256 | $116K | 0.0% | +40.0% | 0.026% | |
| 5/12/2025 | Founders Financial Alliance LLC | 2,534 | $234K | 0.1% | -12.3% | 0.052% | |
| 5/9/2025 | Aquire Wealth Advisors LLC | 7,121 | $657K | 0.2% | -40.2% | 0.145% | |
| 5/9/2025 | Scotia Capital Inc. | 115,673 | $10.67M | 0.1% | +0.1% | 2.361% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 982 | $91K | 0.0% | +305.8% | 0.020% | |
| 5/8/2025 | FSA Advisors Inc. | 2,586 | $239K | 0.2% | N/A | 0.053% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 62,693 | $5.79M | 0.1% | +2.7% | 1.279% | |
| 5/7/2025 | LPL Financial LLC | 272,567 | $25.15M | 0.0% | +10.0% | 5.563% | |
| 5/7/2025 | Inspire Advisors LLC | 5,879 | $542K | 0.1% | N/A | 0.120% | |
| 5/7/2025 | Trilogy Capital Inc. | 12,606 | $1.16M | 0.1% | -23.4% | 0.257% | |
| 5/6/2025 | Assetmark Inc. | 228,454 | $21.08M | 0.1% | +26.6% | 4.662% | |
| 5/6/2025 | Cetera Investment Advisers | 10,532 | $972K | 0.0% | +52.4% | 0.215% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 5,333 | $492K | 0.0% | +3.8% | 0.109% | |
| 5/6/2025 | Brookwood Investment Group LLC | 6,292 | $581K | 0.1% | N/A | 0.128% | |
| 5/5/2025 | OneAscent Financial Services LLC | 10,492 | $968K | 0.1% | N/A | 0.214% | |
| 5/2/2025 | Leo Wealth LLC | 97,466 | $8.99M | 1.3% | -56.8% | 1.874% | |
| 5/2/2025 | Red Wave Investments LLC | 23,814 | $2.20M | 0.8% | -1.9% | 0.458% | |
| 5/2/2025 | Sigma Planning Corp | 3,281 | $303K | 0.0% | -5.3% | 0.063% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 214,183 | $19.76M | 0.0% | +136.8% | 4.119% | |
| 4/29/2025 | Bank of New York Mellon Corp | 22,688 | $2.09M | 0.0% | +145.6% | 0.436% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 101,778 | $9.39M | 0.8% | +1.4% | 1.957% | |
| 4/28/2025 | Able Wealth Management LLC | 11,715 | $1.08M | 0.6% | +9.3% | 0.225% | |
| 4/28/2025 | First Horizon Advisors Inc. | 872 | $81K | 0.0% | +66.7% | 0.017% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 3,013 | $278K | 0.0% | -42.5% | 0.058% | |
| 4/23/2025 | Perigon Wealth Management LLC | 5,061 | $467K | 0.0% | +79.7% | 0.097% | |
| 4/23/2025 | Alpine Bank Wealth Management | 251,380 | $23.20M | 3.7% | N/A | 4.834% | |
| 4/21/2025 | ORG Partners LLC | 8,165 | $753K | 0.2% | N/A | 0.157% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,153 | $752K | 0.0% | +72.4% | 0.157% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 20,498 | $1.89M | 0.0% | +3.0% | 0.394% | |
| 4/15/2025 | Two West Capital Advisors LLC | 2,325 | $209K | 0.2% | N/A | 0.045% | |
| 4/15/2025 | Columbia Advisory Partners LLC | 37,515 | $3.46M | 3.0% | +36.7% | 0.721% | |
| 4/14/2025 | Park Avenue Securities LLC | 8,339 | $769K | 0.0% | +138.4% | 0.160% | |
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| 4/10/2025 | Beacon Financial Group | 72,657 | $6.70M | 0.7% | -15.2% | 1.242% | |
| 4/9/2025 | Milestone Asset Management LLC | 412,838 | $38.09M | 8.1% | +1,227.7% | 7.057% | |
| 4/7/2025 | AdvisorNet Financial Inc | 26,303 | $2.43M | 0.2% | N/A | 0.450% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 19,860 | $1.84M | 0.1% | +11.1% | 0.552% | |
| 2/17/2025 | Vista Cima Wealth Management LLC | 2,380 | $221K | 0.2% | N/A | 0.066% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 6,759 | $627K | 0.1% | -30.5% | 0.188% | |
| 2/17/2025 | Cetera Investment Advisers | 6,911 | $641K | 0.0% | -68.4% | 0.192% | |
| 2/17/2025 | Citadel Advisors LLC | 29,630 | $2.75M | 0.0% | +58.1% | 0.823% | |
| 2/17/2025 | Bank of America Corp DE | 308,851 | $28.64M | 0.0% | +1.6% | 8.579% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 11,272 | $1.05M | 0.0% | -18.9% | 0.313% | |
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