| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,540 | $729K | 0.0% | N/A | 0.140% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 46,879 | $2.35M | 0.1% | N/A | 0.451% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 16,733 | $839K | 0.1% | N/A | 0.192% | |
| 2/17/2025 | Visionary Wealth Advisors | 90,056 | $4.52M | 0.3% | +15.4% | 1.035% | |
| 2/17/2025 | Cetera Investment Advisers | 4,282 | $215K | 0.0% | -19.6% | 0.049% | |
| 2/17/2025 | Captrust Financial Advisors | 17,182 | $862K | 0.0% | -6.0% | 0.197% | |
| 2/17/2025 | Arrowroot Family Office LLC | 5,128 | $257K | 0.1% | +8.5% | 0.059% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 11,595 | $581K | 0.6% | N/A | 0.133% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 107,121 | $5.37M | 0.0% | N/A | 1.231% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 66,506 | $3.34M | 0.3% | +10.3% | 0.764% | |
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| 2/14/2025 | Jane Street Group LLC | 80,682 | $4.05M | 0.0% | N/A | 0.927% | |
| 2/14/2025 | Comerica Bank | 37,796 | $1.90M | 0.0% | +104.8% | 0.434% | |
| 2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 12,681 | $636K | 0.0% | +6.4% | 0.146% | |
| 2/14/2025 | Core Wealth Advisors Inc. | 29,893 | $1.50M | 0.5% | -6.0% | 0.344% | |
| 2/14/2025 | Two Sigma Securities LLC | 6,577 | $330K | 0.0% | N/A | 0.076% | |
| 2/14/2025 | IHT Wealth Management LLC | 78,197 | $3.92M | 0.1% | +2.0% | 0.899% | |
| 2/14/2025 | Stifel Financial Corp | 5,435 | $272K | 0.0% | +10.4% | 0.062% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 127,819 | $6.41M | 0.1% | -7.9% | 1.469% | |
| 2/14/2025 | Frederick Financial Consultants LLC | 19,801 | $993K | 0.8% | N/A | 0.228% | |
| 2/13/2025 | NewEdge Advisors LLC | 63,977 | $3.21M | 0.0% | +8.4% | 0.735% | |
| 2/13/2025 | SageView Advisory Group LLC | 15,694 | $787K | 0.0% | +29.1% | 0.180% | |
| 2/13/2025 | Raymond James Financial Inc. | 104,283 | $5.23M | 0.0% | N/A | 1.199% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,945,071 | $97.53M | 0.0% | -3.0% | 22.357% | |
| 2/12/2025 | OneAscent Financial Services LLC | 33,913 | $1.70M | 0.1% | N/A | 0.390% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 39,002 | $1.96M | 0.0% | -20.1% | 0.448% | |
| 2/12/2025 | JPMorgan Chase & Co. | 703 | $35K | 0.0% | -98.3% | 0.008% | |
| 2/11/2025 | LPL Financial LLC | 555,686 | $27.86M | 0.0% | +10.2% | 6.387% | |
| 2/11/2025 | Condor Capital Management | 157,178 | $7.88M | 0.7% | +2.4% | 1.807% | |
| 2/10/2025 | Altus Wealth Group LLC | 8,316 | $417K | 0.2% | +25.1% | 0.096% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 107,308 | $5.38M | 0.0% | +5.0% | 1.233% | |
| 2/7/2025 | PFG Advisors | 16,717 | $838K | 0.1% | +3.1% | 0.192% | |
| 2/7/2025 | HighTower Advisors LLC | 138,290 | $6.93M | 0.0% | +3.2% | 1.590% | |
| 2/7/2025 | Independent Advisor Alliance | 33,168 | $1.66M | 0.0% | N/A | 0.381% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 6,040 | $303K | 0.0% | +44.2% | 0.069% | |
| 2/6/2025 | Raymond James Financial Inc. | 104,283 | $5.23M | 0.0% | N/A | 1.199% | |
| 2/6/2025 | Atria Investments Inc | 116,896 | $5.86M | 0.1% | +5.3% | 1.344% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 629 | $32K | 0.0% | N/A | 0.007% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 40,427 | $2.03M | 0.1% | -2.7% | 0.465% | |
| 2/4/2025 | IFP Advisors Inc | 105,026 | $5.27M | 0.2% | +0.5% | 1.207% | |
| 2/3/2025 | Sunpointe LLC | 197,976 | $9.93M | 5.0% | +1,317.6% | 2.276% | |
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| 2/3/2025 | Private Advisor Group LLC | 206,324 | $10.35M | 0.1% | +1.1% | 2.372% | |
| 2/3/2025 | Good Life Advisors LLC | 17,734 | $889K | 0.1% | -11.1% | 0.204% | |
| 1/31/2025 | Global Retirement Partners LLC | 56,660 | $2.84M | 0.1% | +13.3% | 0.651% | |
| 1/30/2025 | Lodestone Wealth Management LLC | 10,875 | $545K | 0.3% | -2.1% | 0.125% | |
| 1/30/2025 | Blue Trust Inc. | 1,930 | $97K | 0.0% | N/A | 0.022% | |
| 1/29/2025 | GEM Asset Management LLC | 63,062 | $3.16M | 1.8% | -5.8% | 0.725% | |
| 1/27/2025 | Financial Advocates Investment Management | 29,068 | $1.46M | 0.1% | -17.9% | 0.334% | |
| 1/24/2025 | McAdam LLC | 4,119 | $207K | 0.0% | -5.7% | 0.047% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 58,097 | $2.91M | 0.1% | +6.3% | 0.668% | |
| 1/23/2025 | First Affirmative Financial Network | 11,829 | $593K | 0.3% | -3.3% | 0.136% | |
| 1/22/2025 | Landmark Wealth Management LLC | 57,211 | $2.87M | 1.3% | +3.0% | 0.658% | |
| 1/21/2025 | Stewardship Advisors LLC | 14,373 | $721K | 0.2% | -7.7% | 0.165% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 105,940 | $5.31M | 0.2% | +173.8% | 1.218% | |
| 1/21/2025 | CX Institutional | 618,763 | $31.03M | 1.2% | +21.5% | 7.112% | |
| 1/17/2025 | Goldstein Advisors LLC | 419,839 | $21.05M | 3.1% | +9.6% | 4.826% | |
| 1/17/2025 | Mutual Advisors LLC | 37,509 | $1.88M | 0.1% | +3.2% | 0.431% | |
| 1/15/2025 | CGN Advisors LLC | 5,006 | $251K | 0.0% | -27.1% | 0.058% | |
| 1/15/2025 | Merit Financial Group LLC | 10,401 | $521K | 0.0% | +33.6% | 0.120% | |
| 1/15/2025 | Certified Advisory Corp | 58,412 | $2.93M | 0.3% | +6.0% | 0.671% | |
| 12/26/2024 | JPMorgan Chase & Co. | 40,564 | $2.09M | 0.0% | +417.2% | 0.466% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 41,529 | $2.14M | 0.1% | -3.9% | 0.477% | |
| 11/15/2024 | HighTower Advisors LLC | 133,941 | $6.89M | 0.0% | +26.1% | 1.540% | |
| 11/15/2024 | Arrowroot Family Office LLC | 4,727 | $243K | 0.1% | +14.7% | 0.054% | |
| 11/14/2024 | Captrust Financial Advisors | 18,283 | $940K | 0.0% | -1.7% | 0.210% | |
| 11/12/2024 | Certified Advisory Corp | 55,097 | $2.83M | 0.3% | -8.1% | 0.633% | |
| 11/8/2024 | First Horizon Advisors Inc. | 1,175 | $60K | 0.0% | N/A | 0.014% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 138,806 | $7.14M | 0.1% | -9.1% | 1.595% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 21,067 | $1.08M | 0.0% | +46.3% | 0.242% | |
| 11/1/2024 | Atria Investments Inc | 111,008 | $5.71M | 0.1% | +3.5% | 1.276% | |
| 10/30/2024 | Landmark Wealth Management LLC | 55,519 | $2.86M | 1.2% | +0.4% | 0.638% | |
| 10/25/2024 | Financial Advocates Investment Management | 35,388 | $1.87M | 0.1% | +9.5% | 0.407% | |
| 10/25/2024 | Mutual Advisors LLC | 36,336 | $1.83M | 0.1% | -4.9% | 0.418% | |
| 10/24/2024 | Goldstein Advisors LLC | 382,929 | $19.69M | 3.0% | +5.5% | 4.401% | |
| 10/22/2024 | Altus Wealth Group LLC | 6,647 | $342K | 0.1% | -4.8% | 0.076% | |
| 10/22/2024 | Private Advisor Group LLC | 204,142 | $10.50M | 0.1% | +11.6% | 2.346% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 5,522 | $284K | 0.0% | +12.2% | 0.063% | |
| 10/19/2024 | CNB Bank | 22,325 | $1.15M | 0.5% | -23.9% | 0.257% | |
| 10/16/2024 | Global Retirement Partners LLC | 50,021 | $2.57M | 0.1% | +2.6% | 0.575% | |
| 10/16/2024 | Good Life Advisors LLC | 19,956 | $1.03M | 0.1% | -25.2% | 0.229% | |
| 10/16/2024 | Sunpointe LLC | 13,966 | $718K | 0.6% | N/A | 0.161% | |
| 10/16/2024 | ERn Financial LLC | 13,446 | $691K | 0.1% | -2.8% | 0.155% | |
| 10/11/2024 | CX Institutional | 509,397 | $26.19M | 1.2% | +2.7% | 5.855% | |
| 10/10/2024 | First Affirmative Financial Network | 12,232 | $629K | 0.3% | +4.5% | 0.141% | |
| 10/9/2024 | GEM Asset Management LLC | 66,934 | $3.41M | 2.0% | +1.1% | 0.769% | |
| 10/8/2024 | CWM LLC | 959,910 | $49.36M | 0.2% | +25.2% | 11.033% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 38,695 | $1.99M | 0.1% | +8.6% | 0.445% | |
| 9/5/2024 | Sanctuary Advisors LLC | 82,650 | $4.13M | 0.0% | N/A | 0.950% | |
| 8/14/2024 | Certified Advisory Corp | 59,959 | $3.02M | 0.4% | -0.8% | 0.689% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,935,952 | $97.50M | 0.0% | +9.0% | 22.252% | |
| 8/8/2024 | PFG Advisors | 14,608 | $736K | 0.0% | +31.0% | 0.168% | |
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| 8/7/2024 | GEM Asset Management LLC | 66,236 | $3.34M | 2.1% | +1.9% | 0.761% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 4,920 | $248K | 0.0% | N/A | 0.057% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 91,857 | $4.63M | 0.0% | +9.7% | 1.056% | |
| 7/30/2024 | Pine Valley Investments Ltd Liability Co | 43,206 | $2.18M | 0.1% | +2.8% | 0.497% | |
| 7/29/2024 | FAS Wealth Partners Inc. | 49,844 | $2.51M | 0.2% | +8.4% | 0.573% | |
| 7/29/2024 | Financial Advocates Investment Management | 32,313 | $1.63M | 0.1% | +11.3% | 0.371% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 95,719 | $4.82M | 0.0% | +16.6% | 1.100% | |
| 7/24/2024 | Goldstein Advisors LLC | 362,794 | $18.27M | 3.1% | +6.1% | 4.170% | |
| 7/17/2024 | ERn Financial LLC | 13,833 | $697K | 0.1% | -3.6% | 0.159% | |
| 7/16/2024 | Lodestone Wealth Management LLC | 11,020 | $555K | 0.3% | -18.4% | 0.127% | |
