| 10/24/2025 | Sonoma Allocations LLC | 326,695 | $12.45M | 4.6% | N/A | 0.601% | |
| 10/23/2025 | Guidance Point Advisors LLC | 36,496 | $1.39M | 0.3% | -8.2% | 0.067% | |
| 10/23/2025 | SLT Holdings LLC | 15,663 | $597K | 0.4% | +2.6% | 0.029% | |
| 10/22/2025 | CoreCap Advisors LLC | 5,994 | $228K | 0.0% | +18.6% | 0.011% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 146,317 | $5.58M | 0.1% | -5.9% | 0.269% | |
| 10/22/2025 | Augustine Asset Management Inc. | 379,119 | $14.45M | 2.9% | -1.5% | 0.697% | |
| 10/22/2025 | D.A. Davidson & CO. | 9,183 | $350K | 0.0% | +47.3% | 0.017% | |
| 10/22/2025 | GoalVest Advisory LLC | 137,749 | $5.25M | 1.1% | +103.7% | 0.253% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 162,078 | $6.18M | 0.0% | -51.8% | 0.298% | |
| 10/21/2025 | Armor Investment Advisors LLC | 5,770 | $220K | 0.1% | N/A | 0.011% | |
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| 10/21/2025 | Global Retirement Partners LLC | 109,524 | $4.18M | 0.1% | -3.8% | 0.201% | |
| 10/21/2025 | Grey Ledge Advisors LLC | 20,114 | $767K | 0.2% | +1.9% | 0.037% | |
| 10/21/2025 | Brookwood Investment Group LLC | 9,560 | $364K | 0.0% | -4.0% | 0.018% | |
| 10/21/2025 | Retirement Guys Formula LLC | 201,842 | $7.69M | 2.7% | -3.2% | 0.371% | |
| 10/21/2025 | Strait & Sound Wealth Management LLC | 18,006 | $686K | 0.3% | +1.5% | 0.033% | |
| 10/20/2025 | Sax Wealth Advisors LLC | 39,127 | $1.49M | 0.1% | N/A | 0.072% | |
| 10/16/2025 | Beacon Capital Management Inc. | 737 | $28K | 0.0% | -43.7% | 0.001% | |
| 10/16/2025 | HBK Sorce Advisory LLC | 77,250 | $3.09M | 0.1% | N/A | 0.142% | |
| 10/15/2025 | CWM LLC | 9,871 | $376K | 0.0% | N/A | 0.018% | |
| 10/15/2025 | Secured Retirement Advisors LLC | 20,874 | $796K | 0.4% | -11.9% | 0.038% | |
| 10/15/2025 | Harbor Capital Advisors Inc. | 7,698 | $293K | 0.0% | +33.4% | 0.014% | |
| 10/15/2025 | World Investment Advisors | 140,100 | $5.34M | 0.1% | +87.1% | 0.262% | |
| 10/15/2025 | Brookstone Capital Management | 10,241 | $390K | 0.0% | +6.7% | 0.019% | |
| 10/15/2025 | Founders Financial Securities LLC | 19,745 | $753K | 0.1% | -22.8% | 0.037% | |
| 10/14/2025 | Farther Finance Advisors LLC | 88,687 | $3.38M | 0.1% | +1,496.5% | 0.166% | |
| 10/14/2025 | HBK Sorce Advisory LLC | 77,250 | $3.09M | 0.1% | N/A | 0.145% | |
| 10/14/2025 | Exchange Traded Concepts LLC | 512,580 | $19.54M | 0.2% | -14.6% | 0.960% | |
| 10/10/2025 | Matauro LLC | 29,078 | $1.11M | 0.2% | +1.7% | 0.054% | |
| 10/8/2025 | Moulton Wealth Management Inc. | 184,797 | $7.04M | 5.1% | +1.6% | 0.354% | |
| 10/6/2025 | Fragasso Financial Advisors Inc | 11,644 | $447K | 0.0% | -7.1% | 0.022% | |
| 10/2/2025 | Capital Asset Advisory Services LLC | 83,908 | $3.20M | 0.1% | +1.3% | 0.174% | |
| 9/4/2025 | Osaic Holdings Inc. | 716,080 | $23.40M | 0.0% | -15.6% | 1.483% | |
| 9/4/2025 | Beacon Capital Management Inc. | 1,309 | $43K | 0.0% | N/A | 0.003% | |
| 8/28/2025 | China Universal Asset Management Co. Ltd. | 232,000 | $7.58M | 0.7% | +23.4% | 0.480% | |
| 8/25/2025 | Silverlake Wealth Management LLC | 56,910 | $1.86M | 0.5% | +102.5% | 0.118% | |
| 8/19/2025 | Advisory Services Network LLC | 44,713 | $1.45M | 0.0% | +363.8% | 0.093% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 155,490 | $5.08M | 0.1% | -13.4% | 0.322% | |
| 8/16/2025 | Headlands Technologies LLC | 4,472 | $146K | 0.0% | N/A | 0.009% | |
| 8/15/2025 | Nikulski Financial Inc. | 76,467 | $2.50M | 0.7% | +2.6% | 0.158% | |
| 8/15/2025 | FFT Wealth Management LLC | 6,000 | $201K | 0.0% | N/A | 0.012% | |
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| 8/15/2025 | Visionary Wealth Advisors | 20,808 | $680K | 0.0% | -86.4% | 0.043% | |
| 8/15/2025 | MML Investors Services LLC | 53,953 | $1.76M | 0.0% | +3.9% | 0.112% | |
| 8/15/2025 | Modern Wealth Management LLC | 8,200 | $268K | 0.0% | -18.0% | 0.017% | |
| 8/15/2025 | Boothbay Fund Management LLC | 22,100 | $722K | 0.0% | -21.6% | 0.046% | |
| 8/14/2025 | CLG LLC | 87,962 | $2.88M | 0.9% | +7.1% | 0.182% | |
| 8/14/2025 | Raymond James Financial Inc. | 676,500 | $22.11M | 0.0% | +3.5% | 1.401% | |
| 8/14/2025 | Darwin Wealth Management LLC | 2,053 | $67K | 0.0% | N/A | 0.004% | |
| 8/14/2025 | Vivaldi Capital Management LP | 138,607 | $4.53M | 0.7% | N/A | 0.287% | |
| 8/14/2025 | Cerity Partners LLC | 113,484 | $3.71M | 0.0% | +0.3% | 0.235% | |
| 8/13/2025 | StoneX Group Inc. | 23,834 | $779K | 0.0% | +251.4% | 0.049% | |
| 8/13/2025 | Wellspring Financial Advisors LLC | 1,647,958 | $53.86M | 0.9% | -4.1% | 3.412% | |
| 8/13/2025 | Quadrature Capital Ltd | 920,490 | $30.08M | 0.5% | N/A | 1.906% | |
| 8/13/2025 | Scotia Capital Inc. | 9,955 | $325K | 0.0% | +24.5% | 0.021% | |
| 8/13/2025 | Level Four Advisory Services LLC | 10,970 | $358K | 0.0% | N/A | 0.023% | |
| 8/12/2025 | Global Retirement Partners LLC | 113,861 | $3.72M | 0.1% | N/A | 0.236% | |
| 8/12/2025 | MAI Capital Management | 6,213 | $203K | 0.0% | -12.9% | 0.013% | |
| 8/12/2025 | JPMorgan Chase & Co. | 73,967 | $2.42M | 0.0% | +52.9% | 0.153% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 72,920 | $2.38M | 0.0% | -18.8% | 0.151% | |
| 8/8/2025 | Cetera Investment Advisers | 223,326 | $7.30M | 0.0% | -24.0% | 0.462% | |
| 8/8/2025 | Creative Planning | 56,784 | $1.86M | 0.0% | +16.7% | 0.118% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 71,774 | $2.35M | 0.0% | -5.5% | 0.149% | |
| 8/7/2025 | Winch Advisory Services LLC | 147,804 | $4.83M | 1.2% | -1.2% | 0.306% | |
| 8/7/2025 | Allworth Financial LP | 10,140 | $331K | 0.0% | +6,571.1% | 0.021% | |
| 8/6/2025 | Prospera Financial Services Inc | 199,057 | $6.51M | 0.1% | N/A | 0.412% | |
| 8/6/2025 | Paladin Advisory Group LLC | 60,162 | $1.97M | 1.5% | -1.0% | 0.125% | |
| 8/4/2025 | Haven Private LLC | 61,955 | $2.03M | 0.9% | -7.4% | 0.128% | |
| 8/4/2025 | World Investment Advisors | 74,869 | $2.45M | 0.1% | +28.9% | 0.155% | |
| 8/4/2025 | L.M. Kohn & Company | 17,137 | $560K | 0.2% | N/A | 0.035% | |
| 8/1/2025 | Oarsman Capital Inc. | 182,412 | $5.96M | 0.9% | +6.1% | 0.378% | |
| 8/1/2025 | Brookwood Investment Group LLC | 9,960 | $325K | 0.1% | -16.8% | 0.021% | |
| 8/1/2025 | GoalVest Advisory LLC | 67,620 | $2.21M | 0.5% | N/A | 0.140% | |
| 8/1/2025 | Riverwater Partners LLC | 50,138 | $1.64M | 0.8% | +47.8% | 0.104% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 104,310 | $3.41M | 0.0% | -4.2% | 0.216% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 17,738 | $580K | 0.2% | +41.5% | 0.037% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 7,394 | $242K | 0.0% | N/A | 0.015% | |
| 7/30/2025 | Brookstone Capital Management | 9,598 | $314K | 0.0% | -7.0% | 0.020% | |
| 7/30/2025 | D.A. Davidson & CO. | 6,233 | $204K | 0.0% | -52.5% | 0.013% | |
| 7/30/2025 | Drive Wealth Management LLC | 16,000 | $523K | 0.1% | N/A | 0.033% | |
| 7/29/2025 | Primoris Wealth Advisors LLC | 16,025 | $524K | 0.4% | N/A | 0.033% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 10,505 | $343K | 0.0% | -71.3% | 0.022% | |
| 7/29/2025 | Private Trust Co. NA | 2,308 | $75K | 0.0% | +113.3% | 0.005% | |
| 7/29/2025 | Stratos Investment Management LLC | 90,344 | $2.95M | 0.1% | +44.2% | 0.187% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 16,553 | $541K | 0.1% | N/A | 0.034% | |
| 7/28/2025 | Mutual Advisors LLC | 48,393 | $1.60M | 0.0% | +7.2% | 0.100% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 83,097 | $2.72M | 0.1% | -14.5% | 0.172% | |
| 7/25/2025 | Prostatis Group LLC | 23,157 | $757K | 0.2% | +19.2% | 0.048% | |
| 7/24/2025 | SLT Holdings LLC | 15,263 | $499K | 0.4% | -28.8% | 0.032% | |
| 7/24/2025 | Pinion Investment Advisors LLC | 38,428 | $1.26M | 0.4% | N/A | 0.081% | |
| 7/24/2025 | Horizon Bancorp Inc. IN | 12,015 | $393K | 0.2% | -6.8% | 0.025% | |
| 7/23/2025 | Vontobel Holding Ltd. | 10,000 | $327K | 0.0% | -12.9% | 0.021% | |
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| 7/23/2025 | Secured Retirement Advisors LLC | 23,696 | $774K | 0.5% | -17.8% | 0.050% | |
| 7/23/2025 | Spectrum Asset Management Inc. NB CA | 71,360 | $2.33M | 1.0% | N/A | 0.150% | |
| 7/23/2025 | Gentry Private Wealth LLC | 23,948 | $783K | 0.6% | N/A | 0.050% | |
| 7/22/2025 | Marks Group Wealth Management Inc | 114,140 | $3.73M | 0.3% | +10.9% | 0.240% | |
| 7/21/2025 | Ameriflex Group Inc. | 5,861 | $193K | 0.1% | +10.1% | 0.012% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,135 | $135K | 0.0% | N/A | 0.009% | |
| 7/21/2025 | Hilltop National Bank | 17,975 | $587K | 0.2% | N/A | 0.038% | |
| 7/21/2025 | Matauro LLC | 28,598 | $935K | 0.2% | -3.2% | 0.060% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 458,600 | $14.99M | 0.1% | +29.7% | 0.963% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 30,770 | $1.01M | 0.0% | +11.8% | 0.065% | |