| 8/12/2025 | Jefferies Financial Group Inc. | 75,000 | $6.42M | 0.1% | N/A | 0.507% | |
| 8/12/2025 | Global Retirement Partners LLC | 38,598 | $3.30M | 0.1% | N/A | 0.261% | |
| 8/12/2025 | JPMorgan Chase & Co. | 24,399 | $2.09M | 0.0% | -8.3% | 0.165% | |
| 8/11/2025 | Sierra Capital LLC | 4,729 | $405K | 0.0% | -49.7% | 0.032% | |
| 8/8/2025 | Keyvantage Wealth LLC | 8,116 | $694K | 0.3% | -7.6% | 0.055% | |
| 8/8/2025 | Cetera Investment Advisers | 28,677 | $2.45M | 0.0% | -17.2% | 0.194% | |
| 8/8/2025 | Creative Planning | 3,706 | $317K | 0.0% | -30.3% | 0.025% | |
| 8/8/2025 | Bailard Inc. | 8,171 | $699K | 0.0% | N/A | 0.055% | |
| 8/7/2025 | Verus Capital Partners LLC | 2,879 | $246K | 0.0% | N/A | 0.019% | |
| 8/6/2025 | RWA Wealth Partners LLC | 6,051 | $518K | 0.0% | -36.7% | 0.041% | |
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| 8/6/2025 | Cannon Financial Strategists Inc. | 159,234 | $13.63M | 2.2% | +35.9% | 1.078% | |
| 8/6/2025 | Stokes Family Office LLC | 5,880 | $503K | 0.1% | +20.5% | 0.040% | |
| 8/6/2025 | Rialto Wealth Management LLC | 1,924 | $165K | 0.0% | +6.9% | 0.013% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 10,746 | $920K | 0.0% | +17.2% | 0.073% | |
| 8/5/2025 | Code Waechter LLC | 69,170 | $5.92M | 4.2% | N/A | 0.468% | |
| 8/5/2025 | Snider Financial Group | 3,997 | $342K | 0.1% | -3.1% | 0.027% | |
| 8/5/2025 | Sigma Planning Corp | 4,204 | $360K | 0.0% | -22.0% | 0.028% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 495 | $42K | 0.0% | N/A | 0.003% | |
| 8/4/2025 | One Day In July LLC | 185,189 | $15.85M | 1.4% | -10.0% | 1.254% | |
| 8/4/2025 | Atria Investments Inc | 169,780 | $14.53M | 0.2% | +5.2% | 1.149% | |
| 8/4/2025 | Assetmark Inc. | 2,189 | $187K | 0.0% | +927.7% | 0.015% | |
| 8/4/2025 | Spire Wealth Management | 17,876 | $1.53M | 0.1% | -28.8% | 0.121% | |
| 8/4/2025 | World Investment Advisors | 47,490 | $4.06M | 0.1% | +5.8% | 0.321% | |
| 8/1/2025 | GWN Securities Inc. | 5,200 | $446K | 0.1% | +96.9% | 0.035% | |
| 8/1/2025 | SYM FINANCIAL Corp | 136,238 | $11.66M | 1.3% | +0.5% | 0.922% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 168,970 | $14.46M | 0.0% | -0.9% | 1.144% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 11,436 | $979K | 0.0% | N/A | 0.077% | |
| 7/31/2025 | Silver Oak Advisory Group Inc. | 91,247 | $7.81M | 3.8% | -1.8% | 0.618% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 30,893 | $2.64M | 0.1% | -0.7% | 0.209% | |
| 7/30/2025 | Studio Investment Management LLC | 24,815 | $2.12M | 0.4% | +9.7% | 0.168% | |
| 7/30/2025 | D.A. Davidson & CO. | 41,557 | $3.56M | 0.0% | +7.9% | 0.281% | |
| 7/30/2025 | Pacific Sun Financial Corp | 11,684 | $1M | 0.5% | -5.3% | 0.079% | |
| 7/29/2025 | Aspiriant LLC | 340,934 | $29.17M | 0.9% | +957.1% | 2.308% | |
| 7/29/2025 | Rodgers & Associates LTD | 10,185 | $872K | 0.1% | +60.5% | 0.069% | |
| 7/28/2025 | Mutual Advisors LLC | 56,544 | $5.07M | 0.1% | +10.5% | 0.383% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 22,390 | $1.92M | 0.5% | N/A | 0.152% | |
| 7/25/2025 | Integrated Capital Management Inc. | 39,364 | $3.37M | 2.6% | -0.5% | 0.266% | |
| 7/25/2025 | St. Louis Trust Co | 16,300 | $1.40M | 0.2% | N/A | 0.110% | |
| 7/25/2025 | CWM LLC | 90,527 | $7.75M | 0.0% | -4.5% | 0.613% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 17,564 | $1.50M | 0.3% | +22.9% | 0.119% | |
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| 7/25/2025 | Inman Jager Wealth Management LLC | 21,979 | $1.88M | 1.3% | +30.8% | 0.149% | |
| 7/24/2025 | Brandywine Oak Private Wealth LLC | 34,355 | $2.94M | 0.3% | -1.2% | 0.233% | |
| 7/23/2025 | Valmark Advisers Inc. | 4,955 | $424K | 0.0% | -5.9% | 0.034% | |
| 7/23/2025 | Asset Planning Corporation | 123,949 | $10.61M | 5.6% | +14.9% | 0.839% | |
| 7/22/2025 | Relyea Zuckerberg Hanson LLC | 8,017 | $686K | 0.1% | -25.3% | 0.054% | |
| 7/22/2025 | Evensky & Katz LLC | 23,211 | $1.99M | 0.1% | -3.6% | 0.157% | |
| 7/22/2025 | Integrated Capital Management LLC | 6,741 | $594K | 0.3% | -3.5% | 0.046% | |
| 7/17/2025 | Mokosak Advisory Group LLC | 90,596 | $7.75M | 2.2% | +2.2% | 0.613% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,906 | $677K | 0.0% | -6.3% | 0.054% | |
| 7/17/2025 | Stone Summit Wealth LLC | 3,731 | $319K | 0.1% | -8.6% | 0.025% | |
| 7/17/2025 | Avior Wealth Management LLC | 90,984 | $7.79M | 0.3% | +1,388.4% | 0.616% | |
| 7/16/2025 | Legend Financial Advisors Inc. | 96,376 | $8.25M | 5.5% | -0.9% | 0.652% | |
| 7/15/2025 | Family Wealth Partners LLC | 10,081 | $863K | 0.3% | N/A | 0.068% | |
| 7/14/2025 | Park Avenue Securities LLC | 64,815 | $5.55M | 0.1% | N/A | 0.439% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,358 | $287K | 0.0% | -26.4% | 0.023% | |
| 7/11/2025 | Diversified Trust Co | 6,377 | $546K | 0.0% | N/A | 0.043% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 74,302 | $6.65M | 0.0% | +229.6% | 0.502% | |
| 7/10/2025 | RFG Holdings Inc. | 46,817 | $4.01M | 1.2% | -41.6% | 0.316% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 2,297 | $197K | 0.1% | +272.3% | 0.016% | |
| 7/9/2025 | Riversedge Advisors LLC | 103,387 | $8.85M | 1.7% | +43.5% | 0.698% | |
| 6/17/2025 | Howe & Rusling Inc. | 1,175 | $99K | 0.0% | -13.7% | 0.008% | |
| 5/16/2025 | Jones Financial Companies Lllp | 929,258 | $77.97M | 0.1% | +2,323,045.0% | 6.245% | |
| 5/16/2025 | Financial Strategies Group Inc. | 12,785 | $1.07M | 0.3% | +53.3% | 0.086% | |
| 5/15/2025 | First Manhattan CO. LLC. | 123,416 | $10.36M | 0.0% | -0.8% | 0.829% | |
| 5/15/2025 | Royal Bank of Canada | 34,750 | $2.92M | 0.0% | -10.6% | 0.234% | |
| 5/14/2025 | Legend Financial Advisors Inc. | 97,213 | $8.16M | 6.0% | +5.9% | 0.653% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 26,046 | $2.19M | 0.0% | +15.0% | 0.175% | |
| 5/14/2025 | RWA Wealth Partners LLC | 9,561 | $802K | 0.0% | +33.9% | 0.064% | |
| 5/14/2025 | Wellington Management Group LLP | 104,131 | $8.74M | 0.0% | -12.8% | 0.700% | |
| 5/13/2025 | Raymond James Financial Inc. | 254,440 | $21.35M | 0.0% | +2.5% | 1.710% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 9,170 | $770K | 0.0% | N/A | 0.062% | |
| 5/13/2025 | Evensky & Katz LLC | 24,085 | $2.02M | 0.1% | -4.8% | 0.162% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 92,924 | $7.80M | 4.1% | -2.9% | 0.639% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 14,292 | $1.20M | 0.3% | +10.7% | 0.098% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 353,903 | $29.70M | 2.3% | +10.4% | 2.432% | |
| 5/7/2025 | LPL Financial LLC | 102,632 | $8.61M | 0.0% | -12.9% | 0.705% | |
| 5/7/2025 | Keyvantage Wealth LLC | 8,786 | $737K | 0.4% | -67.0% | 0.060% | |
| 5/7/2025 | Integrated Investment Consultants LLC | 27,089 | $2.27M | 0.3% | +20.5% | 0.182% | |
| 5/6/2025 | Cetera Investment Advisers | 34,647 | $2.91M | 0.0% | +4.5% | 0.238% | |
| 5/6/2025 | Atria Investments Inc | 161,464 | $13.55M | 0.2% | +0.4% | 1.110% | |
| 5/6/2025 | SYM FINANCIAL Corp | 135,529 | $11.37M | 1.4% | -1.8% | 0.931% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 21,642 | $1.82M | 1.0% | -3.8% | 0.149% | |
| 5/5/2025 | Cannon Financial Strategists Inc. | 117,192 | $9.83M | 1.7% | +4.7% | 0.805% | |
| 5/5/2025 | Lowery Thomas LLC | 5,117 | $429K | 0.3% | -37.0% | 0.035% | |
| 5/5/2025 | Integrated Capital Management LLC | 6,987 | $586K | 0.3% | -28.9% | 0.048% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 6,669 | $560K | 0.0% | -2.1% | 0.046% | |
| 5/2/2025 | Sigma Planning Corp | 5,388 | $452K | 0.0% | -36.0% | 0.037% | |
| 5/1/2025 | Asset Dedication LLC | 584 | $49K | 0.0% | N/A | 0.004% | |
| 5/1/2025 | CWM LLC | 94,806 | $7.96M | 0.0% | -4.9% | 0.652% | |
| 5/1/2025 | Riversedge Advisors LLC | 72,052 | $6.05M | 1.3% | -0.6% | 0.495% | |
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| 4/30/2025 | Phillips Financial Management LLC | 13,980 | $1.17M | 0.1% | +1.0% | 0.096% | |
| 4/30/2025 | Sierra Capital LLC | 9,396 | $788K | 0.1% | +36.6% | 0.065% | |
| 4/30/2025 | Brown Advisory Inc. | 5,101 | $428K | 0.0% | -10.9% | 0.035% | |
| 4/29/2025 | TD Private Client Wealth LLC | 2,873 | $241K | 0.0% | +550.0% | 0.020% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 170,443 | $14.30M | 0.0% | -0.3% | 1.171% | |
| 4/29/2025 | One Day In July LLC | 205,730 | $17.26M | 1.7% | +0.1% | 1.414% | |
| 4/29/2025 | World Investment Advisors | 44,902 | $3.77M | 0.1% | N/A | 0.309% | |
| 4/28/2025 | D.A. Davidson & CO. | 38,524 | $3.23M | 0.0% | +4.6% | 0.265% | |
| 4/28/2025 | Mutual Advisors LLC | 51,151 | $4.02M | 0.1% | N/A | 0.352% | |
| 4/25/2025 | Saxon Interests Inc. | 29,953 | $2.51M | 1.2% | -1.3% | 0.206% | |
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