| 8/18/2025 | Tyler Stone Wealth Management | 156,260 | $3.61M | 0.6% | -7.3% | 0.458% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 32,587 | $752K | 0.0% | -2.9% | 0.096% | |
| 8/15/2025 | Prevail Innovative Wealth Advisors LLC | 54,756 | $1.26M | 0.3% | +20.3% | 0.161% | |
| 8/15/2025 | WFA of San Diego LLC | 4,285 | $99K | 0.1% | N/A | 0.013% | |
| 8/15/2025 | Two Sigma Securities LLC | 21,710 | $501K | 0.1% | N/A | 0.064% | |
| 8/15/2025 | MML Investors Services LLC | 93,718 | $2.16M | 0.0% | -15.4% | 0.275% | |
| 8/15/2025 | IHT Wealth Management LLC | 243,663 | $5.62M | 0.2% | +2.4% | 0.715% | |
| 8/15/2025 | Bank of America Corp DE | 186,675 | $4.31M | 0.0% | -37.9% | 0.547% | |
| 8/15/2025 | Ameriprise Financial Inc. | 148,735 | $3.43M | 0.0% | -1.4% | 0.436% | |
| 8/14/2025 | Jane Street Group LLC | 159,828 | $3.69M | 0.0% | +16.3% | 0.469% | |
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| 8/14/2025 | Ausdal Financial Partners Inc. | 21,646 | $499K | 0.0% | +50.6% | 0.063% | |
| 8/14/2025 | Raymond James Financial Inc. | 479,398 | $11.06M | 0.0% | -29.9% | 1.406% | |
| 8/14/2025 | Diversify Advisory Services LLC | 15,015 | $347K | 0.0% | -42.9% | 0.044% | |
| 8/14/2025 | HUB Investment Partners LLC | 34,789 | $803K | 0.0% | -1.9% | 0.102% | |
| 8/14/2025 | NewEdge Advisors LLC | 64,492 | $1.49M | 0.0% | -2.8% | 0.189% | |
| 8/13/2025 | Invesco Ltd. | 20,709 | $478K | 0.0% | -77.9% | 0.061% | |
| 8/13/2025 | VestGen Advisors LLC | 22,052 | $509K | 0.0% | -28.4% | 0.065% | |
| 8/13/2025 | Lido Advisors LLC | 108,354 | $2.50M | 0.0% | +0.8% | 0.318% | |
| 8/13/2025 | Stablepoint Partners LLC | 291,035 | $6.71M | 1.1% | +1.9% | 0.853% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 46,267 | $1.07M | 0.0% | -14.9% | 0.136% | |
| 8/12/2025 | JPMorgan Chase & Co. | 6,178 | $143K | 0.0% | N/A | 0.018% | |
| 8/12/2025 | NFP Retirement Inc. | 47,115 | $1.09M | 0.1% | -13.0% | 0.138% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 2,900 | $67K | 0.0% | -64.4% | 0.009% | |
| 8/11/2025 | Western Wealth Management LLC | 19,481 | $449K | 0.0% | -7.1% | 0.057% | |
| 8/8/2025 | Cetera Investment Advisers | 1,136,499 | $26.22M | 0.0% | -17.6% | 3.333% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 75,348 | $1.74M | 0.0% | +2.8% | 0.221% | |
| 8/8/2025 | Intrua Financial LLC | 232,428 | $5.36M | 0.7% | -2.4% | 0.682% | |
| 8/7/2025 | SFE Investment Counsel | 82,883 | $1.91M | 0.3% | -49.2% | 0.243% | |
| 8/6/2025 | Prospera Financial Services Inc | 172,852 | $3.99M | 0.1% | +0.8% | 0.507% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 10,587 | $244K | 0.0% | +10.7% | 0.031% | |
| 8/5/2025 | Blue Barn Wealth LLC | 40,729 | $940K | 0.4% | -28.3% | 0.119% | |
| 8/5/2025 | Claro Advisors LLC | 9,594 | $221K | 0.0% | N/A | 0.028% | |
| 8/5/2025 | Milestone Asset Management LLC | 1,586,241 | $36.60M | 7.7% | +22.7% | 4.652% | |
| 8/5/2025 | Key Financial Inc | 59,366 | $1.37M | 0.3% | +3.8% | 0.174% | |
| 8/5/2025 | Pacific Wealth Strategies Group Inc. | 18,348 | $423K | 0.3% | -78.9% | 0.054% | |
| 8/5/2025 | American Capital Advisory LLC | 17,135 | $395K | 0.2% | -2.6% | 0.050% | |
| 8/5/2025 | Summit Investment Advisory Services LLC | 489,692 | $11.30M | 9.6% | N/A | 1.436% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 6,543 | $151K | 0.0% | -25.2% | 0.019% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 3,972 | $92K | 0.0% | -99.2% | 0.012% | |
| 8/1/2025 | Advisory Alpha LLC | 500,895 | $11.56M | 0.4% | +12.6% | 1.423% | |
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| 8/1/2025 | Koss Olinger Consulting LLC | 16,860 | $389K | 0.0% | -6.5% | 0.048% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 391,995 | $9.04M | 0.3% | -8.2% | 1.114% | |
| 8/1/2025 | Delta Investment Management LLC | 536,036 | $12.37M | 2.4% | -7.0% | 1.523% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 615,461 | $14.20M | 0.0% | -31.7% | 1.748% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 109,736 | $2.53M | 1.0% | -1.9% | 0.312% | |
| 7/30/2025 | Strategic Blueprint LLC | 25,407 | $586K | 0.0% | -16.8% | 0.072% | |
| 7/30/2025 | Fusion Family Wealth LLC | 115,610 | $2.67M | 0.2% | -2.4% | 0.328% | |
| 7/30/2025 | Brookstone Capital Management | 28,371 | $655K | 0.0% | -8.1% | 0.081% | |
| 7/29/2025 | Stephens Inc. AR | 12,012 | $277K | 0.0% | -42.1% | 0.033% | |
| 7/29/2025 | Flavin Financial Services Inc. | 41,461 | $956K | 0.9% | -40.9% | 0.115% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,503 | $358K | 0.0% | +12.7% | 0.043% | |
| 7/29/2025 | BXM Wealth LLC | 14,082 | $325K | 0.4% | +9.7% | 0.039% | |
| 7/29/2025 | Semitam Bonam LLC | 30,055 | $693K | 0.7% | N/A | 0.084% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 157,587 | $3.64M | 0.7% | -4.2% | 0.439% | |
| 7/28/2025 | Mutual Advisors LLC | 16,457 | $379K | 0.0% | -25.2% | 0.046% | |
| 7/28/2025 | RFG Advisory LLC | 20,946 | $483K | 0.0% | -3.6% | 0.058% | |
| 7/25/2025 | MGO One Seven LLC | 110,275 | $2.54M | 0.1% | +19.1% | 0.307% | |
| 7/25/2025 | CWM LLC | 1,965 | $45K | 0.0% | -57.2% | 0.005% | |
| 7/25/2025 | IRON Financial LLC | 23,312 | $538K | 0.3% | +19.5% | 0.065% | |
| 7/24/2025 | Vantage Point Financial LLC | 66,419 | $1.53M | 0.7% | -2.3% | 0.185% | |
| 7/24/2025 | TFR Capital LLC. | 94,963 | $2.19M | 0.8% | +9.6% | 0.265% | |
| 7/24/2025 | Leo Wealth LLC | 206,218 | $4.76M | 0.4% | N/A | 0.574% | |
| 7/23/2025 | WESPAC Advisors LLC | 9,638 | $222K | 0.2% | -40.6% | 0.027% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 45,330 | $1.05M | 0.0% | -2.4% | 0.126% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 22,213 | $512K | 0.3% | -3.3% | 0.062% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,726 | $63K | 0.0% | N/A | 0.008% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 32,505 | $750K | 0.0% | +2.5% | 0.091% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 21,885 | $505K | 0.1% | +7.9% | 0.059% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 13,707 | $316K | 0.0% | -56.0% | 0.037% | |
| 7/16/2025 | Tassel Capital Management Inc. | 16,538 | $382K | 0.3% | +17.9% | 0.045% | |
| 7/15/2025 | BCS Wealth Management | 32,866 | $758K | 0.2% | -5.6% | 0.089% | |
| 7/15/2025 | Legacy Financial Group LLC | 71,123 | $1.64M | 0.2% | -40.2% | 0.193% | |
| 7/14/2025 | Wealth Advisory Solutions LLC | 55,384 | $1.28M | 0.3% | +17.3% | 0.151% | |
| 7/14/2025 | CRA Financial Services LLC | 39,116 | $902K | 0.1% | +4.0% | 0.106% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 18,408 | $425K | 0.2% | -2.9% | 0.050% | |
| 7/11/2025 | Meriwether Wealth & Planning LLC | 15,913 | $367K | 0.2% | +5.5% | 0.043% | |
| 7/11/2025 | Farther Finance Advisors LLC | 14,263 | $329K | 0.0% | +1,010.0% | 0.039% | |
| 7/11/2025 | AA Financial Advisors LLC | 411,444 | $9.49M | 2.0% | +16.5% | 1.118% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 45,122 | $1.04M | 0.0% | -1.4% | 0.122% | |
| 7/10/2025 | Focus Financial Network Inc. | 10,000 | $231K | 0.0% | N/A | 0.027% | |
| 7/9/2025 | Mirador Capital Partners LP | 2,389,222 | $55.12M | 9.0% | +4.8% | 6.457% | |
| 7/8/2025 | FF Advisors LLC | 233,139 | $5.38M | 2.8% | +2.1% | 0.630% | |
| 7/8/2025 | S.E.E.D. Planning Group LLC | 73,467 | $1.70M | 0.5% | +4.4% | 0.199% | |
| 7/7/2025 | Horizons Wealth Management | 100,318 | $2.31M | 1.6% | -0.9% | 0.271% | |
| 7/3/2025 | Collective Family Office LLC | 345,052 | $7.96M | 2.0% | -47.4% | 0.829% | |
| 7/1/2025 | Private Client Services LLC | 120,448 | $2.78M | 1.1% | -7.3% | 0.290% | |
| 5/28/2025 | Intrua Financial LLC | 238,115 | $5.49M | 0.8% | -2.9% | 0.572% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 33,570 | $774K | 0.0% | +4.7% | 0.081% | |
| 5/19/2025 | Jane Street Group LLC | 137,482 | $3.17M | 0.0% | -3.4% | 0.330% | |
| 5/19/2025 | Advisory Alpha LLC | 444,767 | $10.25M | 0.3% | +17.9% | 1.069% | |
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| 5/16/2025 | Arete Wealth Advisors LLC | 13,141 | $303K | 0.0% | -7.5% | 0.032% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 426,959 | $9.84M | 0.4% | +6.9% | 1.036% | |
| 5/16/2025 | Jones Financial Companies Lllp | 11,437 | $292K | 0.0% | -84.4% | 0.028% | |
| 5/16/2025 | NewEdge Advisors LLC | 66,382 | $1.53M | 0.0% | +8.8% | 0.161% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 377,012 | $8.69M | 0.1% | -7.5% | 0.915% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 19,185 | $442K | 0.0% | +10.6% | 0.047% | |
| 5/15/2025 | Royal Bank of Canada | 268,848 | $6.20M | 0.0% | -0.3% | 0.653% | |
| 5/15/2025 | OLD Mission Capital LLC | 12,292 | $283K | 0.0% | +37.6% | 0.030% | |
| 5/14/2025 | Delta Investment Management LLC | 576,202 | $13.28M | 2.7% | -9.9% | 1.399% | |
| 5/14/2025 | Comerica Bank | 5,195 | $120K | 0.0% | +57.7% | 0.013% | |
