| 8/1/2025 | Envestnet Asset Management Inc. | 3,145,610 | $100.31M | 0.0% | -17.3% | 11.893% | |
| 7/30/2025 | Strategic Blueprint LLC | 17,488 | $558K | 0.0% | +5.1% | 0.066% | |
| 7/30/2025 | Brookstone Capital Management | 6,975 | $222K | 0.0% | -33.0% | 0.026% | |
| 7/30/2025 | WBH Advisory Inc. | 85,591 | $2.73M | 0.2% | -24.5% | 0.324% | |
| 7/29/2025 | Birmingham Capital Management Co. Inc. AL | 119,550 | $3.81M | 1.7% | -19.2% | 0.452% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 578,340 | $18.44M | 3.5% | -8.6% | 2.187% | |
| 7/29/2025 | Barden Capital Management Inc. | 42,279 | $1.35M | 1.2% | -2.8% | 0.160% | |
| 7/28/2025 | Mutual Advisors LLC | 58,344 | $1.83M | 0.0% | +1.7% | 0.221% | |
| 7/25/2025 | Northwest Capital Management Inc | 16,816 | $536K | 0.3% | -43.2% | 0.064% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 57,972 | $1.85M | 0.0% | -58.6% | 0.219% | |
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| 7/25/2025 | Sequoia Financial Advisors LLC | 45,781 | $1.46M | 0.0% | -11.8% | 0.173% | |
| 7/25/2025 | CWM LLC | 13,645 | $435K | 0.0% | -48.4% | 0.052% | |
| 7/25/2025 | Van Strum & Towne Inc. | 35,006 | $1.12M | 0.4% | -13.7% | 0.132% | |
| 7/24/2025 | Antonelli Financial Advisors LLC | 38,663 | $1.23M | 0.9% | +6.1% | 0.146% | |
| 7/24/2025 | Galvin Gaustad & Stein LLC | 72,514 | $2.31M | 0.2% | -11.9% | 0.274% | |
| 7/24/2025 | Beacon Bridge Wealth Partners LLC | 204,119 | $6.51M | 2.6% | +18.3% | 0.772% | |
| 7/24/2025 | IFP Advisors Inc | 22,207 | $708K | 0.0% | +2.7% | 0.084% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 55,315 | $1.76M | 0.2% | -24.9% | 0.222% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 29,497 | $941K | 0.5% | N/A | 0.118% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 1,389,378 | $44.31M | 0.2% | +6.5% | 5.569% | |
| 7/17/2025 | Park Place Capital Corp | 886 | $28K | 0.0% | +176.9% | 0.004% | |
| 7/17/2025 | Keystone Global Partners LLC | 70,351 | $2.24M | 1.2% | +43.6% | 0.282% | |
| 7/17/2025 | Charles Schwab Trust Co | 61,006 | $1.95M | 0.1% | -13.5% | 0.245% | |
| 7/16/2025 | MBE Wealth Management LLC | 9,800 | $313K | 0.1% | N/A | 0.039% | |
| 7/16/2025 | Magnus Financial Group LLC | 14,155 | $451K | 0.0% | -8.3% | 0.057% | |
| 7/14/2025 | Seek First Inc. | 33,532 | $1.07M | 0.9% | +2.3% | 0.134% | |
| 7/14/2025 | Park Avenue Securities LLC | 198,526 | $6.33M | 0.1% | N/A | 0.796% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,750 | $151K | 0.0% | +11.2% | 0.020% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 30,923 | $986K | 0.1% | +4.3% | 0.129% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 37,647 | $1.18M | 0.0% | -84.2% | 0.157% | |
| 7/9/2025 | Fermata Advisors LLC | 37,628 | $1.20M | 0.3% | +1.4% | 0.157% | |
| 7/8/2025 | Strategic Advocates LLC | 7,215 | $230K | 0.1% | N/A | 0.030% | |
| 7/7/2025 | RDA Financial Network | 9,317 | $297K | 0.1% | +17.0% | 0.039% | |
| 7/3/2025 | Collective Family Office LLC | 76,129 | $2.43M | 0.6% | +17.5% | 0.252% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 95,151 | $3.12M | 0.0% | -58.6% | 0.315% | |
| 6/3/2025 | Invst LLC | 38,640 | $1.27M | 0.2% | +332.7% | 0.154% | |
| 5/16/2025 | Faithward Advisors LLC | 409,977 | $13.43M | 2.3% | -0.9% | 1.355% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 95,151 | $3.12M | 0.0% | -58.6% | 0.315% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 10,129 | $332K | 0.0% | N/A | 0.033% | |
| 5/15/2025 | Royal Bank of Canada | 156,631 | $5.13M | 0.0% | -19.7% | 0.518% | |
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| 5/15/2025 | Centric Wealth Management | 132,153 | $4.33M | 1.1% | +4.1% | 0.437% | |
| 5/15/2025 | Tortoise Investment Management LLC | 4,520 | $148K | 0.0% | +43.3% | 0.015% | |
| 5/14/2025 | Freedom Investment Management Inc. | 6,311 | $207K | 0.0% | N/A | 0.021% | |
| 5/14/2025 | Napa Wealth Management | 94,863 | $3.11M | 1.8% | N/A | 0.314% | |
| 5/14/2025 | Flow Traders U.S. LLC | 94,478 | $3.10M | 0.1% | +374.2% | 0.312% | |
| 5/13/2025 | Keystone Global Partners LLC | 48,986 | $1.61M | 1.1% | N/A | 0.162% | |
| 5/13/2025 | Seek First Inc. | 32,772 | $1.07M | 1.0% | N/A | 0.108% | |
| 5/13/2025 | Raymond James Financial Inc. | 355,062 | $11.63M | 0.0% | -0.2% | 1.174% | |
| 5/12/2025 | WBH Advisory Inc. | 113,435 | $3.72M | 0.3% | +182.1% | 0.375% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 13,532 | $443K | 0.0% | +64.1% | 0.045% | |
| 5/9/2025 | Total Investment Management Inc. | 3,107,875 | $101.81M | 13.3% | +9.7% | 10.274% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 47,269 | $1.55M | 0.0% | +408.9% | 0.156% | |
| 5/9/2025 | Sfmg LLC | 294,277 | $9.64M | 0.8% | +7.2% | 0.973% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 33,356 | $1.09M | 0.0% | +8.3% | 0.117% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 632,813 | $20.73M | 4.5% | +107.6% | 2.213% | |
| 5/7/2025 | Beacon Bridge Wealth Partners LLC | 172,559 | $5.65M | 2.4% | +0.2% | 0.603% | |
| 5/7/2025 | Galvin Gaustad & Stein LLC | 82,321 | $2.70M | 0.2% | -32.2% | 0.288% | |
| 5/7/2025 | LPL Financial LLC | 1,007,643 | $33.01M | 0.0% | +303.1% | 3.523% | |
| 5/6/2025 | Cetera Investment Advisers | 329,731 | $10.80M | 0.0% | +687.3% | 1.153% | |
| 5/6/2025 | Van Strum & Towne Inc. | 40,556 | $1.33M | 0.4% | +11.7% | 0.142% | |
| 5/6/2025 | WT Wealth Management | 87,388 | $2.86M | 0.9% | -15.3% | 0.306% | |
| 5/5/2025 | IFP Advisors Inc | 21,625 | $708K | 0.0% | +6.2% | 0.076% | |
| 5/5/2025 | Private Advisor Group LLC | 23,198 | $760K | 0.0% | -5.7% | 0.081% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 11,441 | $375K | 0.4% | N/A | 0.040% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 19,041 | $624K | 0.0% | -26.0% | 0.067% | |
| 5/1/2025 | CWM LLC | 26,455 | $867K | 0.0% | -42.2% | 0.093% | |
| 5/1/2025 | Northwest Capital Management Inc | 29,626 | $971K | 0.4% | -39.4% | 0.104% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 19,017 | $623K | 0.2% | N/A | 0.066% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 3,802,259 | $124.56M | 0.0% | +357.4% | 13.295% | |
| 4/29/2025 | Bank of New York Mellon Corp | 16,925 | $554K | 0.0% | -83.4% | 0.059% | |
| 4/29/2025 | Strategic Blueprint LLC | 16,643 | $545K | 0.0% | N/A | 0.058% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 29,649 | $964K | 0.1% | -16.5% | 0.104% | |
| 4/28/2025 | Mutual Advisors LLC | 57,379 | $1.84M | 0.1% | +11.4% | 0.201% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 73,656 | $2.41M | 0.3% | -1.9% | 0.258% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,304,973 | $42.43M | 0.1% | +6.6% | 4.563% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,896 | $95K | 0.0% | -78.5% | 0.010% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 51,917 | $1.70M | 0.0% | N/A | 0.182% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 24,416 | $800K | 0.6% | -14.3% | 0.085% | |
| 4/22/2025 | Antonelli Financial Advisors LLC | 36,427 | $1.19M | 1.0% | -9.1% | 0.127% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,943 | $653K | 0.0% | -17.6% | 0.070% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 139,871 | $4.58M | 0.0% | +41.1% | 0.489% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 32,970 | $1.08M | 0.5% | +23.0% | 0.115% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 237,889 | $7.79M | 0.0% | +37.4% | 0.832% | |
| 4/15/2025 | Focus Financial Network Inc. | 7,101 | $233K | 0.0% | -60.0% | 0.025% | |
| 4/15/2025 | Attessa Capital LLC | 84,925 | $2.78M | 1.8% | +15.1% | 0.297% | |
| 4/14/2025 | Farther Finance Advisors LLC | 4,271 | $140K | 0.0% | +213,450.0% | 0.015% | |
| 4/14/2025 | Barden Capital Management Inc. | 43,490 | $1.43M | 1.3% | +3.0% | 0.152% | |
| 4/14/2025 | RDA Financial Network | 7,964 | $261K | 0.1% | N/A | 0.028% | |
| 4/11/2025 | Magnus Financial Group LLC | 15,439 | $506K | 0.0% | N/A | 0.054% | |
| 4/10/2025 | Charles Schwab Trust Co | 70,505 | $2.31M | 0.2% | +5.0% | 0.247% | |
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| 4/10/2025 | Fermata Advisors LLC | 37,101 | $1.22M | 0.2% | -12.2% | 0.130% | |
| 4/9/2025 | Merit Financial Group LLC | 10,200 | $334K | 0.0% | -7.4% | 0.036% | |
| 4/9/2025 | Kaizen Financial Strategies | 126,810 | $4.15M | 2.4% | +2.7% | 0.443% | |
| 4/7/2025 | GAMMA Investing LLC | 1,016 | $31K | 0.0% | N/A | 0.004% | |
| 4/3/2025 | Versant Capital Management Inc | 1,161 | $38K | 0.0% | N/A | 0.004% | |
| 4/3/2025 | Collective Family Office LLC | 64,804 | $2.12M | 0.6% | -14.9% | 0.227% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 173,169 | $5.44M | 0.0% | -57.9% | 0.707% | |
| 3/4/2025 | Birmingham Capital Management Co. Inc. AL | 148,000 | $4.65M | 1.7% | N/A | 0.627% | |
| 2/19/2025 | Invst LLC | 8,930 | $281K | 0.0% | -51.6% | 0.045% | |
| 2/17/2025 | Kaizen Financial Strategies | 123,441 | $3.88M | 2.2% | +2.9% | 0.628% | |
