| 8/8/2025 | Cetera Investment Advisers | 1,702,735 | $40.61M | 0.1% | +2.3% | 3.928% | |
| 8/8/2025 | Condor Capital Management | 461,713 | $11.01M | 1.0% | N/A | 1.065% | |
| 8/8/2025 | CFO4Life Group LLC | 411,040 | $9.80M | 1.5% | +26.9% | 0.948% | |
| 8/7/2025 | PFG Advisors | 58,777 | $1.40M | 0.0% | +18.5% | 0.136% | |
| 8/7/2025 | Midwest Trust Co | 581,489 | $13.87M | 0.2% | N/A | 1.341% | |
| 8/6/2025 | AE Wealth Management LLC | 10,917 | $260K | 0.0% | +13.8% | 0.025% | |
| 8/5/2025 | NewSquare Capital LLC | 23,574 | $562K | 0.0% | +2.8% | 0.054% | |
| 8/5/2025 | Elyxium Wealth LLC | 86,302 | $2.06M | 0.8% | +127.7% | 0.199% | |
| 8/5/2025 | Bank of New York Mellon Corp | 301,516 | $7.19M | 0.0% | -1.6% | 0.696% | |
| 8/4/2025 | Atria Investments Inc | 16,138 | $385K | 0.0% | +13.3% | 0.037% | |
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| 8/4/2025 | Assetmark Inc. | 4,185 | $100K | 0.0% | +81.7% | 0.010% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 10,420 | $249K | 0.0% | N/A | 0.024% | |
| 8/1/2025 | GGM Financials LLC | 113,950 | $2.72M | 0.5% | +244.7% | 0.263% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 589,199 | $14.05M | 0.0% | +8.4% | 1.359% | |
| 7/31/2025 | New Hampshire Trust | 9,494 | $226K | 0.0% | -69.0% | 0.022% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 1,838,266 | $43.84M | 6.6% | +4.4% | 4.241% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 220,986 | $5.27M | 0.1% | -12.6% | 0.510% | |
| 7/31/2025 | Opes Wealth Management LLC | 39,255 | $936K | 0.2% | +9.0% | 0.091% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 40,161 | $958K | 0.0% | +4.1% | 0.093% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 31,248 | $745K | 0.0% | +15.8% | 0.072% | |
| 7/25/2025 | Landmark Wealth Management LLC | 59,785 | $1.43M | 0.6% | -29.1% | 0.138% | |
| 7/24/2025 | Lokken Investment Group LLC | 15,410 | $368K | 0.1% | +52.2% | 0.036% | |
| 7/21/2025 | Curran Financial Partners LLC | 23,903 | $570K | 0.1% | -10.1% | 0.055% | |
| 7/18/2025 | Vicus Capital | 308,869 | $7.37M | 0.6% | +35.2% | 0.713% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 5,060 | $121K | 0.0% | -20.8% | 0.012% | |
| 7/18/2025 | Truist Financial Corp | 288,933 | $6.89M | 0.0% | +1.0% | 0.667% | |
| 7/17/2025 | Janney Capital Management LLC | 58,723 | $1.40M | 0.1% | -1.0% | 0.136% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 65,745 | $1.57M | 0.7% | -1.0% | 0.152% | |
| 7/15/2025 | BCS Wealth Management | 22,762 | $543K | 0.1% | -36.8% | 0.053% | |
| 7/14/2025 | Golden State Equity Partners | 18,461 | $440K | 0.1% | +7.8% | 0.043% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 206,903 | $4.94M | 1.0% | -13.2% | 0.478% | |
| 7/14/2025 | AdvisorNet Financial Inc | 84,400 | $2.01M | 0.1% | -2.1% | 0.195% | |
| 7/14/2025 | Narus Financial Partners LLC | 40,038 | $955K | 0.3% | -5.1% | 0.093% | |
| 7/14/2025 | Park Avenue Securities LLC | 47,737 | $1.14M | 0.0% | +2.8% | 0.111% | |
| 7/10/2025 | Orgel Wealth Management LLC | 5,909,226 | $140.94M | 3.4% | N/A | 13.679% | |
| 7/10/2025 | Legacy Financial Strategies LLC | 77,814 | $1.86M | 0.4% | +1.4% | 0.180% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 130,965 | $3.12M | 0.8% | -3.1% | 0.303% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 23,656 | $563K | 0.0% | +59.4% | 0.055% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 355,902 | $8.49M | 0.3% | -10.3% | 0.824% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 576,031 | $13.74M | 0.5% | -6.9% | 1.333% | |
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| 7/9/2025 | Burt Wealth Advisors | 70,430 | $1.68M | 0.4% | +137.3% | 0.163% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 417,115 | $9.95M | 0.3% | +38.9% | 0.966% | |
| 7/7/2025 | TruWealth Advisors LLC | 691,196 | $16.49M | 0.9% | +1.3% | 1.602% | |
| 5/19/2025 | Jane Street Group LLC | 437,354 | $10.48M | 0.0% | +128.9% | 1.250% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 252,723 | $6.06M | 0.1% | -1.1% | 0.722% | |
| 5/15/2025 | Royal Bank of Canada | 97,836 | $2.35M | 0.0% | +12.5% | 0.280% | |
| 5/15/2025 | Titleist Asset Management LLC | 35,776 | $858K | 0.1% | +5.6% | 0.102% | |
| 5/15/2025 | OLD Mission Capital LLC | 26,378 | $632K | 0.0% | N/A | 0.075% | |
| 5/14/2025 | PKS Advisory Services LLC | 35,369 | $848K | 0.2% | +27.4% | 0.101% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 10,133 | $243K | 0.0% | -15.3% | 0.029% | |
| 5/14/2025 | Jane Street Group LLC | 437,354 | $10.48M | 0.0% | +128.9% | 1.250% | |
| 5/14/2025 | Comerica Bank | 30,487 | $731K | 0.0% | +3.2% | 0.087% | |
| 5/14/2025 | Synovus Financial Corp | 11,095 | $266K | 0.0% | +11.1% | 0.032% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,472 | $83K | 0.0% | N/A | 0.010% | |
| 5/14/2025 | Vertex Planning Partners LLC | 11,335 | $272K | 0.1% | +8.4% | 0.032% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,839,738 | $44.10M | 0.0% | +6.2% | 5.256% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 1,760,782 | $42.21M | 7.6% | +15.7% | 5.031% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 30,413 | $729K | 0.1% | -5.9% | 0.087% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 26,983 | $647K | 0.0% | +2.6% | 0.077% | |
| 5/7/2025 | Meeder Advisory Services Inc. | 1,705,515 | $40.88M | 2.5% | N/A | 4.873% | |
| 5/7/2025 | Frontier Asset Management LLC | 40,489 | $971K | 0.3% | +1.4% | 0.116% | |
| 5/7/2025 | LPL Financial LLC | 1,181,755 | $28.33M | 0.0% | -0.4% | 3.376% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 16,694 | $400K | 0.1% | N/A | 0.048% | |
| 5/6/2025 | Cetera Investment Advisers | 1,664,340 | $39.89M | 0.1% | +110.0% | 4.755% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 127,044 | $3.05M | 0.1% | +11.8% | 0.363% | |
| 5/6/2025 | Opes Wealth Management LLC | 36,005 | $863K | 0.2% | -4.5% | 0.103% | |
| 5/6/2025 | AE Wealth Management LLC | 9,597 | $230K | 0.0% | N/A | 0.027% | |
| 5/6/2025 | PFG Advisors | 49,589 | $1.19M | 0.1% | +7.5% | 0.142% | |
| 5/5/2025 | Elyxium Wealth LLC | 37,904 | $909K | 0.4% | N/A | 0.108% | |
| 5/5/2025 | Private Advisor Group LLC | 141,283 | $3.39M | 0.0% | +9.1% | 0.410% | |
| 5/2/2025 | Fortis Group Advisors LLC | 22,983 | $551K | 0.1% | -45.8% | 0.067% | |
| 5/2/2025 | Landmark Wealth Management LLC | 84,306 | $2.02M | 0.9% | +22.3% | 0.245% | |
| 5/2/2025 | Lokken Investment Group LLC | 10,127 | $243K | 0.1% | -8.6% | 0.029% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 66,424 | $1.59M | 0.7% | +4.5% | 0.193% | |
| 4/30/2025 | Bernardo Wealth Planning LLC | 163,900 | $3.93M | 0.9% | -3.5% | 0.476% | |
| 4/30/2025 | CFO4Life Group LLC | 323,904 | $7.76M | 1.3% | N/A | 0.940% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 38,579 | $925K | 0.0% | N/A | 0.112% | |
| 4/29/2025 | Financial Counselors Inc. | 428,534 | $10.27M | 0.2% | -31.0% | 1.244% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 543,331 | $13.02M | 0.0% | +5.5% | 1.577% | |
| 4/29/2025 | Bank of New York Mellon Corp | 306,287 | $7.34M | 0.0% | -0.3% | 0.889% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 692,332 | $16.60M | 0.6% | +0.4% | 2.010% | |
| 4/28/2025 | Swmg LLC | 31,693 | $752K | 0.3% | -9.5% | 0.092% | |
| 4/28/2025 | DAVENPORT & Co LLC | 16,766 | $402K | 0.0% | N/A | 0.049% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 14,468 | $347K | 0.0% | N/A | 0.042% | |
| 4/25/2025 | Smallwood Wealth Investment Management LLC | 98,313 | $2.36M | 1.5% | +14.2% | 0.285% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 473,970 | $11.36M | 2.3% | +21.1% | 1.376% | |
| 4/22/2025 | Burt Wealth Advisors | 29,680 | $711K | 0.2% | -2.6% | 0.086% | |
| 4/22/2025 | Bernardo Wealth Planning LLC | 163,900 | $3.93M | 0.9% | -3.5% | 0.476% | |
| 4/21/2025 | Curran Financial Partners LLC | 26,595 | $637K | 0.2% | +93.6% | 0.077% | |
| 4/21/2025 | Brady Martz Wealth Solutions LLC | 238,492 | $5.72M | 1.3% | -0.8% | 0.692% | |
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| 4/21/2025 | Janney Capital Management LLC | 59,343 | $1.42M | 0.1% | -0.9% | 0.172% | |
| 4/17/2025 | Vicus Capital | 228,530 | $5.48M | 0.5% | +3.0% | 0.663% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 396,816 | $9.51M | 0.3% | -2.5% | 1.152% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 14,843 | $356K | 0.0% | -4.3% | 0.043% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 135,154 | $3.24M | 1.0% | +2.0% | 0.392% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 618,710 | $14.83M | 0.6% | -37.5% | 1.796% | |
| 4/14/2025 | NewSquare Capital LLC | 22,938 | $550K | 0.0% | N/A | 0.067% | |
| 4/14/2025 | BCS Wealth Management | 36,030 | $864K | 0.2% | +2.6% | 0.105% | |
| 4/14/2025 | Park Avenue Securities LLC | 46,440 | $1.11M | 0.0% | +11.9% | 0.135% | |
| 4/14/2025 | Kennebec Savings Bank | 10,039 | $241K | 0.3% | -80.5% | 0.029% | |
