| 5/28/2025 | GK Wealth Management LLC | 113,328 | $2.80M | 3.3% | N/A | 0.816% | |
| 5/20/2025 | Belpointe Asset Management LLC | 50,345 | $1.24M | 0.1% | N/A | 0.363% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 50,345 | $1.24M | 0.3% | N/A | 0.363% | |
| 5/19/2025 | Jane Street Group LLC | 11,554 | $285K | 0.0% | -20.9% | 0.083% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 22,649 | $559K | 0.4% | -21.6% | 0.163% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,223 | $55K | 0.0% | +2,123.0% | 0.016% | |
| 5/14/2025 | CreativeOne Wealth LLC | 14,292 | $353K | 0.0% | N/A | 0.103% | |
| 5/14/2025 | Napa Wealth Management | 29,842 | $737K | 0.4% | N/A | 0.215% | |
| 5/14/2025 | Kestra Advisory Services LLC | 314,048 | $7.75M | 0.0% | +73.4% | 2.259% | |
| 5/14/2025 | Andina Capital Management LLC | 49,526 | $1.22M | 0.9% | N/A | 0.356% | |
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| 5/13/2025 | Ethos Financial Group LLC | 17,548 | $433K | 0.0% | N/A | 0.126% | |
| 5/12/2025 | Townsquare Capital LLC | 99,197 | $2.45M | 0.0% | N/A | 0.714% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 16,234 | $401K | 0.0% | +4.9% | 0.117% | |
| 5/9/2025 | Encompass More Asset Management | 263,302 | $6.50M | 1.9% | +58.8% | 1.894% | |
| 5/8/2025 | Moors & Cabot Inc. | 22,531 | $556K | 0.0% | N/A | 0.162% | |
| 5/8/2025 | Harbour Investments Inc. | 2,000 | $49K | 0.0% | -34.3% | 0.014% | |
| 5/8/2025 | FSA Advisors Inc. | 58,301 | $1.44M | 1.1% | +92.7% | 0.419% | |
| 5/7/2025 | LPL Financial LLC | 449,105 | $11.08M | 0.0% | +548.7% | 3.231% | |
| 5/7/2025 | Inspire Advisors LLC | 12,511 | $309K | 0.0% | +7.9% | 0.090% | |
| 5/6/2025 | Brookwood Investment Group LLC | 16,887 | $417K | 0.1% | N/A | 0.121% | |
| 5/6/2025 | AE Wealth Management LLC | 989,072 | $24.41M | 0.2% | +18.4% | 7.116% | |
| 5/5/2025 | Private Advisor Group LLC | 55,978 | $1.38M | 0.0% | +484.9% | 0.403% | |
| 5/5/2025 | Nwam LLC | 20,879 | $515K | 0.0% | -5.2% | 0.150% | |
| 5/5/2025 | Transce3nd LLC | 10,078 | $249K | 0.1% | +1,424.7% | 0.073% | |
| 5/1/2025 | Park Square Financial Group LLC | 2,395 | $59K | 0.0% | +1,115.7% | 0.017% | |
| 4/30/2025 | POM Investment Strategies LLC | 272,382 | $6.72M | 7.9% | N/A | 1.960% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 29,798 | $735K | 0.0% | N/A | 0.214% | |
| 4/30/2025 | Stratos Investment Management LLC | 63,410 | $1.57M | 0.1% | N/A | 0.456% | |
| 4/30/2025 | J Hagan Capital Inc. | 65,797 | $1.62M | 1.5% | N/A | 0.473% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 66,740 | $1.65M | 0.0% | N/A | 0.480% | |
| 4/28/2025 | Straight Path Wealth Management | 26,370 | $651K | 0.3% | +22.2% | 0.190% | |
| 4/28/2025 | Revisor Wealth Management LLC | 16,499 | $407K | 0.2% | N/A | 0.119% | |
| 4/28/2025 | Private Trust Co. NA | 4,050 | $100K | 0.0% | N/A | 0.029% | |
| 4/24/2025 | Cambridge Advisors Inc. | 21,028 | $519K | 0.1% | +30.0% | 0.151% | |
| 4/24/2025 | Decker Retirement Planning Inc. | 13,710 | $338K | 0.2% | +335.0% | 0.099% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 219,040 | $5.41M | 1.5% | +224.4% | 1.576% | |
| 4/23/2025 | GenTrust LLC | 58,278 | $1.44M | 0.1% | N/A | 0.419% | |
| 4/23/2025 | Ferguson Shapiro LLC | 36,962 | $912K | 0.3% | -3.4% | 0.266% | |
| 4/22/2025 | Spinnaker Investment Group LLC | 40,014 | $988K | 0.2% | N/A | 0.272% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,286 | $550K | 0.0% | N/A | 0.151% | |
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| 4/21/2025 | Compass Capital Corp MA ADV | 187,802 | $4.40M | 2.3% | +1.8% | 1.275% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 16,234 | $401K | 0.0% | +4.9% | 0.110% | |
| 4/21/2025 | Beacon Capital Management LLC | 677,368 | $16.72M | 2.3% | +88.8% | 4.599% | |
| 4/21/2025 | JBR Co Financial Management Inc | 14,600 | $360K | 0.2% | N/A | 0.099% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 8,546 | $211K | 0.0% | N/A | 0.058% | |
| 4/17/2025 | RiverTree Advisors LLC | 116,065 | $2.86M | 1.9% | N/A | 0.788% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 124,645 | $3.08M | 2.5% | +742.6% | 0.846% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 30,239 | $746K | 0.1% | +5.8% | 0.205% | |
| 4/15/2025 | Integrated Advisors Network LLC | 12,211 | $301K | 0.0% | N/A | 0.083% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 26,303 | $649K | 0.0% | N/A | 0.179% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 11,632 | $287K | 0.1% | N/A | 0.079% | |
| 4/14/2025 | Farther Finance Advisors LLC | 141,576 | $3.49M | 0.1% | +55.5% | 0.961% | |
| 4/10/2025 | Park Edge Advisors LLC | 358,423 | $8.85M | 2.5% | -18.6% | 2.433% | |
| 4/10/2025 | Peak Financial Advisors LLC | 528,745 | $13.05M | 6.6% | +0.8% | 3.590% | |
| 4/10/2025 | Smith Anglin Financial LLC | 11,040 | $272K | 0.0% | N/A | 0.075% | |
| 4/4/2025 | Sage Capital Advisors llc | 12,132 | $299K | 0.1% | N/A | 0.082% | |
| 2/14/2025 | Jane Street Group LLC | 14,608 | $358K | 0.0% | -74.5% | 0.273% | |
| 2/13/2025 | Legacy Investment Solutions LLC | 28,904 | $716K | 0.4% | -9.8% | 0.540% | |
| 2/11/2025 | LPL Financial LLC | 69,234 | $1.70M | 0.0% | N/A | 1.294% | |
| 2/10/2025 | Harbour Investments Inc. | 3,045 | $75K | 0.0% | N/A | 0.057% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,480 | $380K | 0.0% | -22.9% | 0.289% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 25,488 | $625K | 0.0% | N/A | 0.476% | |
| 2/10/2025 | Farther Finance Advisors LLC | 91,067 | $2.24M | 0.1% | +2,884.8% | 1.702% | |
| 2/7/2025 | Inspire Advisors LLC | 11,593 | $284K | 0.0% | +13.0% | 0.217% | |
| 2/6/2025 | Straight Path Wealth Management | 21,575 | $529K | 0.2% | N/A | 0.403% | |
| 2/5/2025 | Nwam LLC | 22,023 | $540K | 0.0% | -5.3% | 0.412% | |
| 2/3/2025 | Lloyd Advisory Services LLC. | 69,378 | $1.70M | 0.8% | -2.5% | 1.297% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 184,431 | $4.53M | 1.8% | N/A | 3.447% | |
| 2/3/2025 | Private Advisor Group LLC | 9,571 | $235K | 0.0% | N/A | 0.179% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 15,480 | $380K | 0.0% | -22.9% | 0.289% | |
| 1/30/2025 | Principal Securities Inc. | 2,889 | $71K | 0.0% | +283.2% | 0.054% | |
| 1/30/2025 | Beacon Capital Management LLC | 358,754 | $8.80M | 1.1% | N/A | 6.706% | |
| 1/29/2025 | Howard Bailey Securities LLC | 16,504 | $405K | 0.2% | -3.8% | 0.308% | |
| 1/29/2025 | Authentikos Wealth Advisory LLC | 14,793 | $363K | 0.4% | +10.8% | 0.277% | |
| 1/23/2025 | FSA Advisors Inc. | 30,260 | $743K | 0.9% | N/A | 0.566% | |
| 1/23/2025 | Ferguson Shapiro LLC | 38,249 | $939K | 0.3% | -10.5% | 0.715% | |
| 1/21/2025 | Park Edge Advisors LLC | 440,495 | $10.81M | 3.1% | -1.5% | 8.234% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 48,949 | $1.20M | 0.3% | N/A | 0.915% | |
| 1/21/2025 | Encompass More Asset Management | 165,801 | $4.07M | 1.3% | +11.0% | 3.099% | |
| 1/16/2025 | Cambridge Advisors Inc. | 16,177 | $397K | 0.1% | N/A | 0.302% | |
| 1/15/2025 | Decker Retirement Planning Inc. | 3,152 | $77K | 0.0% | N/A | 0.059% | |
| 1/14/2025 | Redhawk Wealth Advisors Inc. | 28,584 | $701K | 0.1% | +5.3% | 0.534% | |
| 1/14/2025 | Peak Financial Advisors LLC | 524,719 | $12.88M | 6.7% | +2.9% | 9.808% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 67,516 | $1.66M | 0.5% | +267.8% | 1.262% | |
| 1/13/2025 | Mid American Wealth Advisory Group Inc. | 39,284 | $964K | 0.6% | +58.2% | 0.734% | |
| 11/15/2024 | Legacy Investment Solutions LLC | 32,053 | $789K | 0.5% | N/A | 0.599% | |
| 11/15/2024 | Jane Street Group LLC | 57,241 | $1.41M | 0.0% | +331.0% | 1.070% | |
| 11/14/2024 | Encompass More Asset Management | 149,425 | $3.67M | 1.4% | -12.6% | 2.793% | |
| 11/6/2024 | Simplify Asset Management Inc. | 4,448,579 | $109.35M | 5.1% | +38.3% | 83.151% | |
| 11/1/2024 | SFG Wealth Management LLC. | 19,363 | $476K | 0.3% | N/A | 0.362% | |
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| 10/29/2024 | Farther Finance Advisors LLC | 3,051 | $75K | 0.0% | N/A | 0.057% | |
| 10/24/2024 | Park Edge Advisors LLC | 447,266 | $10.99M | 3.1% | +6.2% | 8.360% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 18,356 | $451K | 0.1% | +52.7% | 0.343% | |
| 10/17/2024 | Inspire Advisors LLC | 10,262 | $252K | 0.0% | N/A | 0.192% | |
| 10/11/2024 | ORG Wealth Partners LLC | 1,523 | $37K | 0.0% | N/A | 0.028% | |
| 10/11/2024 | Redhawk Wealth Advisors Inc. | 27,150 | $667K | 0.1% | +83.7% | 0.507% | |
| 10/10/2024 | Lloyd Advisory Services LLC. | 71,123 | $1.75M | 0.8% | +1.1% | 1.329% | |
| 10/10/2024 | Peak Financial Advisors LLC | 510,063 | $12.54M | 6.4% | +103.2% | 9.534% | |
| 10/9/2024 | Ferguson Shapiro LLC | 42,756 | $1.05M | 0.4% | -4.4% | 0.799% | |
| 10/2/2024 | Mid American Wealth Advisory Group Inc. | 24,839 | $611K | 0.4% | +65.5% | 0.464% | |
