| 8/8/2025 | Cetera Investment Advisers | 188,236 | $4.57M | 0.0% | +11.6% | 0.830% | |
| 8/7/2025 | Weil Company Inc. | 106,394 | $2.58M | 0.7% | N/A | 0.469% | |
| 8/7/2025 | Allworth Financial LP | 1,300 | $32K | 0.0% | N/A | 0.006% | |
| 8/6/2025 | Nvwm LLC | 91,715 | $2.23M | 0.5% | +36.6% | 0.405% | |
| 8/6/2025 | OneAscent Wealth Management LLC | 19,656 | $477K | 0.2% | -5.9% | 0.087% | |
| 8/6/2025 | OneAscent Family Office LLC | 12,539 | $305K | 0.3% | +24.4% | 0.055% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 2,975 | $72K | 0.0% | N/A | 0.013% | |
| 8/6/2025 | Csenge Advisory Group | 246,171 | $5.81M | 0.3% | +64.7% | 1.086% | |
| 8/5/2025 | Northcape Wealth Management LLC | 45,172 | $1.10M | 0.3% | +4.4% | 0.199% | |
| 8/4/2025 | 4J Wealth Management LLC | 35,946 | $873K | 0.6% | N/A | 0.159% | |
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| 8/4/2025 | Atria Investments Inc | 18,877 | $459K | 0.0% | -14.1% | 0.083% | |
| 8/4/2025 | Arkadios Wealth Advisors | 192,994 | $4.69M | 0.1% | -6.7% | 0.851% | |
| 8/4/2025 | World Investment Advisors | 40,615 | $987K | 0.0% | +7.9% | 0.179% | |
| 8/1/2025 | Advisory Alpha LLC | 16,268 | $395K | 0.0% | -2.7% | 0.073% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 136,353 | $3.31M | 0.0% | +62.4% | 0.610% | |
| 7/31/2025 | 3EDGE Asset Management LP | 718,699 | $17.32M | 1.1% | -48.2% | 3.216% | |
| 7/30/2025 | Wallace Advisory Group LLC | 14,688 | $353K | 0.2% | -5.3% | 0.066% | |
| 7/29/2025 | Sowa Financial Group Inc. | 468,161 | $11.37M | 7.1% | +114.9% | 2.106% | |
| 7/28/2025 | Kiker Wealth Management LLC | 1,713 | $42K | 0.0% | -40.1% | 0.008% | |
| 7/25/2025 | Ackerman Capital Advisors LLC | 36,651 | $890K | 0.2% | N/A | 0.165% | |
| 7/24/2025 | Eastern Bank | 3,432 | $83K | 0.0% | +95.1% | 0.015% | |
| 7/23/2025 | Horizon Advisory Services Inc. | 1,132,567 | $27.51M | 14.8% | -1.5% | 5.263% | |
| 7/22/2025 | MBL Wealth LLC | 143,524 | $3.49M | 0.3% | +31.7% | 0.667% | |
| 7/18/2025 | Vicus Capital | 25,284 | $614K | 0.1% | +47.2% | 0.118% | |
| 7/18/2025 | Truist Financial Corp | 78,862 | $1.92M | 0.0% | +191.1% | 0.368% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 329,652 | $8.01M | 0.0% | +0.6% | 1.566% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 33,790 | $821K | 0.5% | +79.3% | 0.161% | |
| 7/16/2025 | Twelve Points Wealth Management LLC | 76,682 | $1.86M | 0.5% | +5.3% | 0.364% | |
| 7/15/2025 | tru Independence LLC | 201,657 | $4.90M | 1.4% | +21.0% | 0.958% | |
| 7/15/2025 | Sheets Smith Wealth Management | 10,330 | $251K | 0.0% | N/A | 0.049% | |
| 7/14/2025 | IronOak Wealth LLC. | 61,616 | $1.50M | 1.5% | N/A | 0.298% | |
| 7/14/2025 | Matrix Trust Co | 5,943 | $144K | 0.0% | -77.2% | 0.029% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 63,752 | $1.55M | 0.0% | +25.6% | 0.360% | |
| 7/9/2025 | Channel Wealth LLC | 61,197 | $1.49M | 0.4% | -32.6% | 0.345% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 566,484 | $13.76M | 1.8% | +3.4% | 3.195% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 61,782 | $1.50M | 0.1% | +23.0% | 0.481% | |
| 5/28/2025 | Ellsworth Advisors LLC | 262,060 | $6.30M | 1.7% | +0.2% | 1.885% | |
| 5/21/2025 | MBL Wealth LLC | 108,939 | $2.62M | 0.3% | +48.9% | 0.856% | |
| 5/19/2025 | Jane Street Group LLC | 33,227 | $799K | 0.0% | +249.6% | 0.261% | |
| 5/19/2025 | Advisory Alpha LLC | 16,724 | $402K | 0.0% | +9.1% | 0.131% | |
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| 5/16/2025 | Great Lakes Advisors LLC | 1,230,498 | $29.59M | 0.3% | N/A | 9.666% | |
| 5/15/2025 | Certior Financial Group LLC | 27,306 | $657K | 0.5% | -2.7% | 0.215% | |
| 5/14/2025 | Synovus Financial Corp | 975,391 | $23.46M | 0.3% | +0.3% | 7.662% | |
| 5/14/2025 | Flow Traders U.S. LLC | 17,782 | $428K | 0.0% | -57.0% | 0.140% | |
| 5/14/2025 | New Harbor Financial Group LLC | 1,063,490 | $25.58M | 6.8% | +0.9% | 8.354% | |
| 5/13/2025 | Raymond James Financial Inc. | 959,578 | $23.08M | 0.0% | +31.6% | 7.538% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 42,294 | $1.02M | 0.3% | +11.0% | 0.332% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 5,830 | $140K | 0.2% | +228.1% | 0.046% | |
| 5/13/2025 | HighTower Advisors LLC | 255,901 | $6.15M | 0.0% | -29.7% | 2.010% | |
| 5/13/2025 | Trajan Wealth LLC | 17,825 | $429K | 0.0% | -20.2% | 0.140% | |
| 5/12/2025 | Townsquare Capital LLC | 153,118 | $3.68M | 0.0% | +1.3% | 1.203% | |
| 5/8/2025 | MONECO Advisors LLC | 74,259 | $1.79M | 0.2% | +7.7% | 0.583% | |
| 5/8/2025 | Harbour Investments Inc. | 3,077 | $74K | 0.0% | N/A | 0.024% | |
| 5/8/2025 | Arkadios Wealth Advisors | 206,823 | $4.97M | 0.2% | +8.6% | 1.625% | |
| 5/8/2025 | Eastern Bank | 1,759 | $42K | 0.0% | +295.3% | 0.014% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 10,613 | $255K | 0.0% | -13.1% | 0.083% | |
| 5/7/2025 | Nvwm LLC | 67,128 | $1.61M | 0.4% | +267.9% | 0.527% | |
| 5/6/2025 | Cetera Investment Advisers | 168,646 | $4.06M | 0.0% | -4.9% | 1.325% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 20,888 | $502K | 0.2% | -16.5% | 0.164% | |
| 5/5/2025 | IFP Advisors Inc | 81,662 | $1.96M | 0.1% | -2.4% | 0.641% | |
| 5/5/2025 | OneAscent Financial Services LLC | 59,924 | $1.44M | 0.1% | -12.6% | 0.471% | |
| 5/5/2025 | OneAscent Family Office LLC | 10,076 | $242K | 0.2% | -18.5% | 0.079% | |
| 5/5/2025 | Csenge Advisory Group | 149,502 | $3.59M | 0.2% | N/A | 1.174% | |
| 5/5/2025 | Private Advisor Group LLC | 285,231 | $6.86M | 0.0% | N/A | 2.241% | |
| 5/1/2025 | 3EDGE Asset Management LP | 1,387,447 | $33.25M | 2.3% | -5.4% | 10.899% | |
| 5/1/2025 | Platform Technology Partners | 65,649 | $1.58M | 0.5% | +22.0% | 0.516% | |
| 5/1/2025 | Horizon Advisory Services Inc. | 1,150,292 | $27.67M | 15.7% | -0.9% | 9.036% | |
| 4/30/2025 | Cerity Partners LLC | 21,673 | $521K | 0.0% | +3.2% | 0.170% | |
| 4/30/2025 | tru Independence LLC | 166,663 | $4.01M | 1.2% | N/A | 1.309% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 72,811 | $1.75M | 0.5% | +1.7% | 0.572% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 83,969 | $2.02M | 0.0% | -16.2% | 0.660% | |
| 4/29/2025 | World Investment Advisors | 37,626 | $905K | 0.0% | +2.0% | 0.296% | |
| 4/25/2025 | Northcape Wealth Management LLC | 43,265 | $1.04M | 0.3% | +201.5% | 0.314% | |
| 4/23/2025 | SFG Wealth Management LLC. | 21,306 | $512K | 0.3% | N/A | 0.154% | |
| 4/22/2025 | Palumbo Wealth Management LLC | 10,531 | $253K | 0.1% | -8.4% | 0.076% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 241,798 | $5.82M | 0.0% | -13.6% | 1.752% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 18,841 | $453K | 0.3% | N/A | 0.137% | |
| 4/17/2025 | Vicus Capital | 17,173 | $413K | 0.0% | +30.7% | 0.124% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 327,603 | $7.88M | 0.0% | -25.9% | 2.374% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 50,776 | $1.22M | 0.0% | -6.4% | 0.368% | |
| 4/16/2025 | Sowa Financial Group Inc. | 217,828 | $5.24M | 3.4% | +6.1% | 1.578% | |
| 4/14/2025 | Portside Wealth Group LLC | 32,753 | $788K | 0.1% | +6.9% | 0.237% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 15,803 | $380K | 0.1% | N/A | 0.115% | |
| 4/10/2025 | Channel Wealth LLC | 90,850 | $2.19M | 0.7% | +3.9% | 0.658% | |
| 4/10/2025 | Matrix Trust Co | 26,093 | $628K | 0.1% | +112.7% | 0.189% | |
| 4/10/2025 | Portside Wealth Group LLC | 30,643 | $678K | 0.1% | +9.3% | 0.222% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 50,210 | $1.21M | 0.1% | +7.1% | 0.364% | |
| 4/9/2025 | Inspirion Wealth Advisors LLC | 547,798 | $13.18M | 1.8% | +9.3% | 3.970% | |
| 2/17/2025 | Cetera Investment Advisers | 177,353 | $3.93M | 0.0% | +40.1% | 2.487% | |
| 2/14/2025 | Jane Street Group LLC | 9,505 | $210K | 0.0% | N/A | 0.133% | |
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| 2/14/2025 | Prosperity Consulting Group LLC | 12,212 | $270K | 0.0% | -16.3% | 0.171% | |
| 2/14/2025 | Empire Financial Management Company LLC | 150,249 | $3.33M | 1.0% | +6.2% | 2.107% | |
| 2/14/2025 | Harvest Investment Services LLC | 12,954 | $287K | 0.1% | +27.9% | 0.182% | |
| 2/14/2025 | IHT Wealth Management LLC | 43,284 | $958K | 0.0% | N/A | 0.607% | |
| 2/14/2025 | Trajan Wealth LLC | 22,325 | $494K | 0.0% | -10.8% | 0.313% | |
| 2/13/2025 | Synovus Financial Corp | 972,913 | $21.54M | 0.3% | -1.5% | 13.645% | |
| 2/13/2025 | Raymond James Financial Inc. | 729,302 | $16.14M | 0.0% | N/A | 10.229% | |
| 2/13/2025 | Certior Financial Group LLC | 28,078 | $622K | 0.5% | N/A | 0.394% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 100,157 | $2.22M | 0.0% | +152.2% | 1.405% | |
| 2/12/2025 | World Investment Advisors | 36,905 | $817K | 0.0% | -2.5% | 0.518% | |
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