| 5/20/2025 | Focus Partners Wealth | 97,549 | $801K | 0.0% | -45.0% | 3.811% | |
| 5/19/2025 | Jane Street Group LLC | 117,329 | $963K | 0.0% | N/A | 4.583% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 154,698 | $1.27M | 0.0% | +5.4% | 6.043% | |
| 5/15/2025 | OLD Mission Capital LLC | 11,483 | $94K | 0.0% | N/A | 0.449% | |
| 5/14/2025 | Flow Traders U.S. LLC | 93,298 | $766K | 0.0% | +38.3% | 3.644% | |
| 5/6/2025 | Assetmark Inc. | 5,128 | $42K | 0.0% | -28.6% | 0.200% | |
| 4/29/2025 | Wayfinding Financial LLC | 3,460 | $28K | 0.0% | N/A | 0.135% | |
| 2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 146,803 | $1.27M | 0.0% | -9.0% | 4.476% | |
| 2/17/2025 | Focus Partners Wealth | 177,373 | $1.54M | 0.0% | +74.3% | 5.408% | |
| 2/14/2025 | GeoWealth Management LLC | 4,087 | $35K | 0.0% | -37.5% | 0.125% | |
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| 2/13/2025 | CreativeOne Wealth LLC | 31,528 | $274K | 0.0% | -16.6% | 0.961% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,026 | $122K | 0.0% | +14.2% | 0.428% | |
| 2/7/2025 | Natural Investments LLC | 110,704 | $960K | 0.3% | N/A | 3.375% | |
| 1/24/2025 | Tempus Wealth Planning LLC | 51,966 | $451K | 0.1% | +20.6% | 1.584% | |
| 11/15/2024 | Jane Street Group LLC | 121,219 | $1.29M | 0.0% | +552.8% | 3.473% | |
| 11/14/2024 | CreativeOne Wealth LLC | 37,790 | $402K | 0.0% | -6.4% | 1.083% | |
| 10/22/2024 | Tempus Wealth Planning LLC | 43,103 | $458K | 0.2% | +4.2% | 1.235% | |
| 7/25/2024 | Tempus Wealth Planning LLC | 41,352 | $411K | 0.2% | +3.8% | 1.118% | |
| 5/14/2024 | CreativeOne Wealth LLC | 46,314 | $456K | 0.0% | -17.1% | 1.167% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 388,324 | $3.83M | 0.0% | +20.2% | 9.781% | |
| 4/24/2024 | Simplicity Wealth LLC | 12,110 | $119K | 0.0% | N/A | 0.305% | |
| 4/23/2024 | Gerber LLC | 10,812 | $106K | 0.1% | -16.9% | 0.272% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 39,828 | $392K | 0.2% | +10.2% | 1.003% | |
| 3/5/2024 | Gerber LLC | 13,012 | $147K | 0.1% | N/A | 0.321% | |
| 2/9/2024 | CreativeOne Wealth LLC | 55,900 | $631K | 0.0% | -3.5% | 1.380% | |
| 2/6/2024 | Cullen Frost Bankers Inc. | 21,987 | $248K | 0.0% | -13.1% | 0.543% | |
| 1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 323,067 | $3.64M | 0.0% | -13.5% | 7.531% | |
| 1/24/2024 | Tempus Wealth Planning LLC | 36,139 | $408K | 0.2% | +6.6% | 0.842% | |
| 1/22/2024 | LFA Lugano Financial Advisors SA | 63,880 | $721K | 0.6% | +24.7% | 1.489% | |
| 1/17/2024 | Abundance Wealth Counselors | 12,942 | $146K | 0.0% | N/A | 0.302% | |
| 11/16/2023 | Elmwood Wealth Management Inc. | 110,335 | $1.10M | 0.5% | -2.6% | 2.343% | |
| 11/8/2023 | Pathstone Family Office LLC | 98,374 | $984K | 0.0% | N/A | 2.089% | |
| 11/1/2023 | Tempus Wealth Planning LLC | 33,915 | $339K | 0.2% | N/A | 0.720% | |
| 10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 373,584 | $3.74M | 0.0% | +6.0% | 7.767% | |
| 10/17/2023 | CreativeOne Wealth LLC | 57,910 | $579K | 0.0% | -12.6% | 1.204% | |
| 8/10/2023 | GeoWealth Management LLC | 9,835 | $119K | 0.0% | +11.0% | 0.190% | |
| 8/10/2023 | Elmwood Wealth Management Inc. | 113,313 | $1.36M | 0.6% | +1.9% | 2.188% | |
| 8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 352,540 | $4.23M | 0.0% | -9.2% | 6.806% | |
| 8/9/2023 | Flow Traders U.S. LLC | 11,043 | $132K | 0.0% | -78.6% | 0.213% | |
| 8/2/2023 | Bank of Montreal Can | 43,588 | $540K | 0.0% | N/A | 0.841% | |
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| 7/18/2023 | Stratos Wealth Partners LTD. | 12,506 | $150K | 0.0% | -44.3% | 0.235% | |
| 5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 388,324 | $4.81M | 0.0% | -35.8% | 6.730% | |
| 4/28/2023 | Elmwood Wealth Management Inc. | 111,187 | $1.38M | 0.7% | +6.2% | 1.927% | |
| 4/27/2023 | Smart Portfolios LLC | 27,255 | $338K | 0.6% | +48.9% | 0.472% | |
| 4/27/2023 | Stratos Wealth Partners LTD. | 22,464 | $278K | 0.0% | -87.6% | 0.389% | |
| 4/27/2023 | Simplicity Solutions LLC | 12,020 | $149K | 0.0% | N/A | 0.208% | |
| 3/6/2023 | OLD Mission Capital LLC | 1,881 | $25K | 0.0% | N/A | 0.027% | |
| 2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 604,489 | $7.93M | 0.0% | -12.7% | 8.799% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 24,384 | $320K | 0.0% | +47.1% | 0.355% | |
| 2/6/2023 | Intrepid Capital Management Inc. | 41,479 | $544K | 0.5% | -27.6% | 0.604% | |
| 1/26/2023 | Elmwood Wealth Management Inc. | 104,689 | $1.37M | 0.7% | -1.1% | 1.524% | |
| 11/14/2022 | MML Investors Services LLC | 13,958 | $179K | 0.0% | N/A | 0.200% | |
| 11/14/2022 | Veritable L.P. | 82,590 | $1.06M | 0.0% | -16.7% | 1.185% | |
| 11/8/2022 | LFA Lugano Financial Advisors SA | 51,241 | $657K | 0.5% | -12.2% | 0.735% | |
| 11/7/2022 | Cullen Frost Bankers Inc. | 25,289 | $324K | 0.0% | +7.5% | 0.363% | |
| 11/4/2022 | First Republic Investment Management Inc. | 12,000 | $154K | 0.0% | N/A | 0.172% | |
| 11/2/2022 | CFS Investment Advisory Services LLC | 24,966 | $82K | 0.0% | N/A | 0.358% | |
| 11/1/2022 | Assetmark Inc. | 7,185 | $92K | 0.0% | N/A | 0.103% | |
| 10/31/2022 | CFS Investment Advisory Services LLC | 24,966 | $82K | 0.2% | N/A | 0.358% | |
| 10/24/2022 | Stratos Wealth Partners LTD. | 394,990 | $5.07M | 0.1% | -3.1% | 5.667% | |
| 8/16/2022 | Smart Portfolios LLC | 17,224 | $271K | 0.5% | -58.1% | 0.243% | |
| 8/13/2022 | Flow Traders U.S. LLC | 102,012 | $1.44M | 0.1% | +119.2% | 1.441% | |
| 8/10/2022 | Cibc World Market Inc. | 120,010 | $1.70M | 0.0% | -27.1% | 1.695% | |
| 8/5/2022 | Cullen Frost Bankers Inc. | 23,518 | $333K | 0.0% | N/A | 0.332% | |
| 8/1/2022 | Castle Wealth Management LLC | 1,850 | $26K | 0.0% | N/A | 0.026% | |
| 7/29/2022 | LFA Lugano Financial Advisors SA | 58,366 | $826K | 0.6% | -12.7% | 0.824% | |
| 7/26/2022 | Mirae Asset Global Investments Co. Ltd. | 16,960 | $240K | 0.0% | -97.0% | 0.240% | |
| 7/22/2022 | Stratos Wealth Partners LTD. | 407,576 | $5.77M | 0.1% | -0.9% | 5.757% | |
| 7/12/2022 | Elmwood Wealth Management Inc. | 105,241 | $1.49M | 0.8% | +1.8% | 1.486% | |
| 6/9/2022 | Smart Portfolios LLC | 41,124 | $661K | 1.0% | +8.2% | 0.515% | |
| 6/2/2022 | Mirae Asset Global Investments Co. Ltd. | 567,644 | $9.17M | 0.0% | -8.4% | 7.104% | |
| 5/27/2022 | CFS Investment Advisory Services LLC | 42,382 | $181K | 0.8% | N/A | 0.530% | |
| 5/12/2022 | Oppenheimer & Co. Inc. | 16,748 | $269K | 0.0% | -17.1% | 0.210% | |
| 5/11/2022 | Intrepid Capital Management Inc. | 39,847 | $644K | 0.4% | +4.2% | 0.499% | |
| 5/11/2022 | Veritable L.P. | 99,160 | $1.59M | 0.0% | +6.0% | 1.241% | |
| 5/10/2022 | Mirae Asset Global Investments Co. Ltd. | 567,644 | $9.17M | 0.0% | -8.4% | 7.104% | |
| 4/26/2022 | Stratos Wealth Partners LTD. | 411,126 | $6.61M | 0.1% | +22.9% | 4.709% | |
| 3/11/2022 | Evergreen Capital Management LLC | 344,288 | $5.39M | 0.2% | +3.3% | 3.771% | |
| 2/15/2022 | CIBC World Markets Inc. | 257,255 | $4.03M | 0.0% | -43.2% | 3.244% | |
| 2/9/2022 | Intrepid Capital Management Inc. | 38,227 | $597K | 0.3% | +2.7% | 0.482% | |
| 2/8/2022 | Elmwood Wealth Management Inc. | 96,569 | $1.51M | 0.7% | N/A | 1.218% | |
| 2/8/2022 | Mirae Asset Global Investments Co. Ltd. | 619,625 | $9.69M | 0.0% | +16.9% | 7.814% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 67,983 | $1.07M | 0.0% | +62.2% | 0.857% | |
| 2/2/2022 | Oppenheimer & Co. Inc. | 20,195 | $316K | 0.0% | -6.0% | 0.253% | |
| 2/2/2022 | Castle Rock Wealth Management LLC | 16,125 | $231K | 0.1% | -9.6% | 0.202% | |
| 2/1/2022 | Merriman Wealth Management LLC | 59,526 | $967K | 0.1% | +443.9% | 0.745% | |
| 1/26/2022 | Smart Portfolios LLC | 38,010 | $595K | 0.5% | +3.9% | 0.457% | |
| 1/20/2022 | AE Wealth Management LLC | 68,270 | $1.07M | 0.0% | +2.5% | 0.821% | |
| 1/14/2022 | Stratos Wealth Partners LTD. | 334,454 | $5.24M | 0.1% | +25.4% | 3.935% | |
| 11/16/2021 | LPL Financial LLC | 147,689 | $2.31M | 0.0% | +92.3% | 1.690% | |
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| 11/15/2021 | Flow Traders U.S. LLC | 46,537 | $727K | 0.0% | +242.4% | 0.532% | |
| 11/15/2021 | Evergreen Capital Management LLC | 333,314 | $5.21M | 0.2% | +2.4% | 3.814% | |
| 11/12/2021 | Oppenheimer & Co. Inc. | 21,495 | $336K | 0.0% | N/A | 0.246% | |
| 11/12/2021 | Hall Private Wealth Advisors | 12,764 | $199K | 0.1% | -74.3% | 0.146% | |
| 11/10/2021 | HAP Trading LLC | 23,756 | $371K | 0.0% | N/A | 0.272% | |
| 11/10/2021 | Smart Portfolios LLC | 36,578 | $571K | 0.5% | +89.1% | 0.419% | |
| 11/9/2021 | Merriman Wealth Management LLC | 10,945 | $171K | 0.0% | -81.6% | 0.125% | |
| 11/9/2021 | Tempus Wealth Planning LLC | 36,106 | $564K | 0.3% | +4.3% | 0.413% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 41,916 | $656K | 0.0% | N/A | 0.480% | |
| 11/3/2021 | One Charles Private Wealth Services LLC | 10,854 | $170K | 0.1% | N/A | 0.124% | |
