| 8/7/2025 | Nwam LLC | 32,260 | $905K | 0.1% | -1.1% | 0.083% | |
| 8/7/2025 | Blackston Financial Advisory Group LLC | 32,556 | $871K | 0.4% | N/A | 0.084% | |
| 8/7/2025 | Aspen Wealth Strategies LLC | 182,167 | $4.87M | 2.9% | +2.9% | 0.469% | |
| 8/6/2025 | Decker Retirement Planning Inc. | 34,611 | $925K | 0.5% | +136.2% | 0.089% | |
| 8/6/2025 | AE Wealth Management LLC | 1,198,924 | $32.06M | 0.2% | +23.3% | 3.084% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 63,795 | $1.71M | 0.2% | N/A | 0.164% | |
| 8/6/2025 | Ethos Financial Group LLC | 135,791 | $3.63M | 0.3% | +11.8% | 0.349% | |
| 8/6/2025 | Able Wealth Management LLC | 13,562 | $363K | 0.2% | N/A | 0.035% | |
| 8/6/2025 | Entrewealth LLC | 17,659 | $472K | 0.3% | N/A | 0.045% | |
| 8/6/2025 | Axim Planning & Wealth | 27,191 | $727K | 0.7% | +115.4% | 0.070% | |
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| 8/5/2025 | Advisors Preferred LLC | 5,045 | $135K | 0.0% | -71.1% | 0.013% | |
| 8/5/2025 | Optivise Advisory Services LLC | 76,564 | $2.05M | 1.0% | +25.0% | 0.197% | |
| 8/4/2025 | Atria Investments Inc | 214,147 | $5.73M | 0.1% | +21.1% | 0.551% | |
| 8/4/2025 | L.M. Kohn & Company | 12,321 | $329K | 0.1% | +7.9% | 0.032% | |
| 8/1/2025 | FSA Advisors Inc. | 116,645 | $3.12M | 2.5% | +89.4% | 0.300% | |
| 8/1/2025 | New York Life Investment Management LLC | 320,834 | $8.58M | 0.1% | +142.5% | 0.825% | |
| 8/1/2025 | GWN Securities Inc. | 11,946 | $320K | 0.1% | N/A | 0.031% | |
| 8/1/2025 | Brookwood Investment Group LLC | 14,970 | $400K | 0.1% | +13.0% | 0.039% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 642,421 | $17.18M | 2.9% | +18.8% | 1.653% | |
| 8/1/2025 | Solstein Capital LLC | 12,516 | $335K | 0.2% | +1,652.9% | 0.032% | |
| 8/1/2025 | Delta Investment Management LLC | 35,302 | $944K | 0.2% | N/A | 0.091% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 635,079 | $16.98M | 0.0% | +38.5% | 1.634% | |
| 7/31/2025 | Stegent Equity Advisors Inc. | 30,257 | $809K | 0.7% | +6.2% | 0.078% | |
| 7/31/2025 | Fielder Capital Group LLC | 342,726 | $9.16M | 2.4% | N/A | 0.882% | |
| 7/31/2025 | Boothe Investment Group Inc. | 1,091,693 | $29.19M | 11.1% | N/A | 2.808% | |
| 7/31/2025 | Longview Financial Advisors Inc. | 187,965 | $5.03M | 4.3% | -5.3% | 0.484% | |
| 7/30/2025 | Brookstone Capital Management | 35,756 | $956K | 0.0% | -4.0% | 0.092% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 46,893 | $1.25M | 0.0% | -35.3% | 0.121% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 28,214 | $754K | 0.0% | -54.3% | 0.073% | |
| 7/29/2025 | Stratos Investment Management LLC | 122,866 | $3.29M | 0.2% | +43.3% | 0.316% | |
| 7/29/2025 | Latitude Advisors LLC | 8,864 | $237K | 0.1% | N/A | 0.023% | |
| 7/28/2025 | Harbour Investments Inc. | 46,795 | $1.25M | 0.0% | -2.8% | 0.120% | |
| 7/28/2025 | Aries Wealth Management | 55,481 | $1.48M | 0.4% | +8.2% | 0.143% | |
| 7/28/2025 | J.Safra Asset Management Corp | 1,946 | $52K | 0.0% | N/A | 0.005% | |
| 7/25/2025 | Sharp Financial Services LLC | 49,490 | $1.32M | 0.9% | +46.7% | 0.127% | |
| 7/25/2025 | CWM LLC | 2,375,839 | $63.53M | 0.2% | +10,420.5% | 6.111% | |
| 7/25/2025 | R. W. Roge & Company Inc. | 157,465 | $4.21M | 2.4% | +103.3% | 0.405% | |
| 7/25/2025 | Apollon Wealth Management LLC | 83,865 | $2.24M | 0.0% | +22.3% | 0.216% | |
| 7/24/2025 | Fischer Investment Strategies LLC | 39,462 | $1.06M | 0.7% | -78.6% | 0.102% | |
| 7/24/2025 | IFP Advisors Inc | 9,299 | $249K | 0.0% | +14.8% | 0.024% | |
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| 7/23/2025 | Clear Creek Financial Management LLC | 125,998 | $3.37M | 0.3% | -62.4% | 0.324% | |
| 7/23/2025 | Ignite Planners LLC | 142,399 | $3.95M | 0.6% | +19.4% | 0.366% | |
| 7/23/2025 | WESPAC Advisors LLC | 49,334 | $1.32M | 0.9% | -3.2% | 0.127% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 45,536 | $1.22M | 0.7% | +11.5% | 0.117% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 70,754 | $1.89M | 0.9% | +2.4% | 0.182% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 20,431 | $546K | 0.0% | -84.3% | 0.053% | |
| 7/22/2025 | Belpointe Asset Management LLC | 199,895 | $5.35M | 0.2% | +4.4% | 0.514% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 121,141 | $3.24M | 0.1% | +0.8% | 0.312% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,442 | $65K | 0.0% | N/A | 0.006% | |
| 7/18/2025 | Philip James Wealth Mangement LLC | 207,438 | $5.55M | 0.7% | +4.2% | 0.533% | |
| 7/18/2025 | Astor Investment Management LLC | 163,635 | $4.38M | 2.4% | -3.7% | 0.420% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 47,972 | $1.28M | 0.3% | +127.9% | 0.123% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 72,135 | $1.93M | 1.5% | +172.9% | 0.185% | |
| 7/18/2025 | PFG Investments LLC | 65,480 | $1.75M | 0.1% | +35.0% | 0.168% | |
| 7/18/2025 | Truist Financial Corp | 325,132 | $8.69M | 0.0% | +1,687.4% | 0.835% | |
| 7/17/2025 | Archford Capital Strategies LLC | 162,917 | $4.36M | 0.6% | +3.1% | 0.417% | |
| 7/17/2025 | Beacon Capital Management LLC | 743,247 | $19.87M | 2.7% | +3.1% | 1.901% | |
| 7/17/2025 | KWB Wealth | 75,464 | $2.23M | 0.3% | N/A | 0.193% | |
| 7/16/2025 | ORG Wealth Partners LLC | 42,570 | $1.14M | 0.3% | +5.2% | 0.109% | |
| 7/16/2025 | Cambridge Advisors Inc. | 21,697 | $580K | 0.1% | +10.3% | 0.055% | |
| 7/16/2025 | Kennedy Investment Group | 8,077 | $216K | 0.1% | N/A | 0.021% | |
| 7/15/2025 | Retirement Guys Formula LLC | 51,277 | $1.37M | 0.5% | +40.5% | 0.131% | |
| 7/15/2025 | FMA Wealth Management LLC | 46,715 | $1.25M | 0.9% | +16.8% | 0.119% | |
| 7/15/2025 | Revisor Wealth Management LLC | 18,699 | $514K | 0.2% | +117.6% | 0.048% | |
| 7/14/2025 | Financial Enhancement Group LLC | 117,554 | $3.28M | 0.5% | +2.8% | 0.301% | |
| 7/11/2025 | Deane Retirement Strategies Inc. | 195,651 | $5.23M | 2.3% | +30,470.5% | 0.501% | |
| 7/11/2025 | Farther Finance Advisors LLC | 33,369 | $892K | 0.0% | -12.7% | 0.085% | |
| 7/10/2025 | PMV Capital Advisers LLC | 103,273 | $2.76M | 6.2% | N/A | 0.264% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 84,576 | $2.29M | 0.0% | +151.4% | 0.216% | |
| 7/10/2025 | Professional Financial Advisors LLC | 12,184 | $326K | 0.1% | N/A | 0.031% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 317,566 | $8.49M | 0.3% | +56.2% | 0.813% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 9,028 | $267K | 0.0% | -24.8% | 0.023% | |
| 7/9/2025 | Fermata Advisors LLC | 34,622 | $926K | 0.2% | +57.2% | 0.089% | |
| 7/9/2025 | Fiduciary Alliance LLC | 64,684 | $1.73M | 0.1% | N/A | 0.166% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 4,927 | $132K | 0.1% | +22.5% | 0.013% | |
| 7/7/2025 | Upper Left Wealth Management LLC | 99,735 | $2.67M | 1.8% | -18.9% | 0.255% | |
| 7/7/2025 | Peak Financial Advisors LLC | 540,375 | $14.45M | 7.4% | +65.2% | 1.383% | |
| 7/7/2025 | Global Wealth Strategies & Associates | 39,617 | $1.06M | 0.3% | -5.9% | 0.101% | |
| 7/7/2025 | Insight Wealth Strategies LLC | 13,099 | $351K | 0.0% | N/A | 0.034% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 53,233 | $1.58M | 0.1% | +3,282.0% | 0.141% | |
| 5/20/2025 | Belpointe Asset Management LLC | 191,461 | $5.67M | 0.3% | N/A | 0.507% | |
| 5/16/2025 | NewEdge Advisors LLC | 10,828 | $321K | 0.0% | N/A | 0.030% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 33,194 | $983K | 0.0% | +88.8% | 0.093% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 74,090 | $2.19M | 0.0% | N/A | 0.208% | |
| 5/15/2025 | Royal Bank of Canada | 104,993 | $3.11M | 0.0% | +86.3% | 0.295% | |
| 5/15/2025 | Betterment LLC | 19,796 | $586K | 0.0% | +2.7% | 0.056% | |
| 5/15/2025 | Baird Financial Group Inc. | 28,350 | $839K | 0.0% | N/A | 0.080% | |
| 5/14/2025 | CreativeOne Wealth LLC | 13,226 | $391K | 0.0% | -33.1% | 0.037% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 15,000 | $444K | 0.0% | N/A | 0.042% | |
| 5/14/2025 | Luminist Capital LLC | 13,805 | $411K | 0.4% | -10.4% | 0.039% | |
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| 5/14/2025 | Comerica Bank | 1,262 | $37K | 0.0% | -43.5% | 0.004% | |
| 5/14/2025 | Napa Wealth Management | 282,306 | $8.36M | 4.7% | +655.5% | 0.792% | |
| 5/14/2025 | Andina Capital Management LLC | 50,948 | $1.51M | 1.1% | +8.9% | 0.143% | |
| 5/13/2025 | Global View Capital Management LLC | 27,421 | $812K | 0.3% | N/A | 0.077% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 203,119 | $6.01M | 0.1% | +37.4% | 0.570% | |
| 5/13/2025 | Cowa LLC | 162,302 | $4.80M | 2.0% | +50.8% | 0.455% | |
| 5/13/2025 | HighTower Advisors LLC | 706,315 | $20.91M | 0.0% | +191.2% | 1.981% | |
| 5/12/2025 | Astor Investment Management LLC | 170,002 | $5.03M | 2.7% | -44.2% | 0.477% | |
| 5/12/2025 | Simplex Trading LLC | 2,369 | $70K | 0.0% | N/A | 0.007% | |
| 5/12/2025 | National Bank of Canada FI | 22,445 | $664K | 0.0% | +16.6% | 0.063% | |
