| 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% | |
| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 2/12/2025 | OneAscent Financial Services LLC | 68,550 | $1.52M | 0.1% | N/A | 0.961% | |
| 2/12/2025 | OneAscent Wealth Management LLC | 25,012 | $554K | 0.2% | N/A | 0.351% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 400,390 | $8.86M | 0.0% | -7.9% | 5.616% | |
| 2/7/2025 | HighTower Advisors LLC | 363,966 | $8.06M | 0.0% | +8.1% | 5.105% | |
| 2/6/2025 | Raymond James Financial Inc. | 729,302 | $16.14M | 0.0% | N/A | 10.229% | |
| 2/6/2025 | Atria Investments Inc | 103,781 | $2.30M | 0.0% | N/A | 1.456% | |
| 2/5/2025 | Advisor OS LLC | 10,436 | $231K | 0.0% | -4.8% | 0.146% | |
| 2/4/2025 | Horizon Advisory Services Inc. | 1,161,235 | $25.70M | 14.7% | N/A | 16.287% | |
| 2/4/2025 | IFP Advisors Inc | 83,628 | $1.85M | 0.1% | -1.9% | 1.173% | |
| 2/4/2025 | MONECO Advisors LLC | 68,919 | $1.53M | 0.2% | N/A | 0.967% | |
| 1/31/2025 | 3EDGE Asset Management LP | 1,466,875 | $32.47M | 2.0% | +29.7% | 20.573% | |
| 1/31/2025 | Northcape Wealth Management LLC | 14,348 | $318K | 0.1% | N/A | 0.201% | |
| 1/31/2025 | Truist Financial Corp | 27,362 | $606K | 0.0% | -1.7% | 0.384% | |
| 1/31/2025 | Sanctuary Advisors LLC | 79,114 | $1.84M | 0.0% | +3.0% | 1.110% | |
| 1/30/2025 | Palumbo Wealth Management LLC | 11,495 | $254K | 0.1% | N/A | 0.161% | |
| 1/30/2025 | Vicus Capital | 13,138 | $291K | 0.0% | N/A | 0.184% | |
| 1/28/2025 | Platform Technology Partners | 53,804 | $1.19M | 0.4% | +25.9% | 0.755% | |
| 1/27/2025 | Nvwm LLC | 18,248 | $404K | 0.1% | N/A | 0.256% | |
| 1/27/2025 | Mather Group LLC. | 1,353 | $30K | 0.0% | +49.2% | 0.019% | |
| 1/24/2025 | Alliance Wealth Advisors LLC UT | 38,086 | $843K | 0.2% | +6.5% | 0.534% | |
| 1/23/2025 | Twelve Points Wealth Management LLC | 71,621 | $1.59M | 0.5% | +30.6% | 1.005% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 54,238 | $1.20M | 0.0% | N/A | 0.761% | |
| 1/17/2025 | Fiduciary Family Office LLC | 1,053,741 | $23.33M | 6.9% | N/A | 14.779% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 442,197 | $9.79M | 0.0% | -2.1% | 6.202% | |
| 1/17/2025 | Advisory Alpha LLC | 15,323 | $339K | 0.0% | -5.3% | 0.215% | |
| 1/16/2025 | Sowa Financial Group Inc. | 205,374 | $4.55M | 2.8% | +156.0% | 2.880% | |
| 1/16/2025 | Harbor Investment Advisory LLC | 46,889 | $1.04M | 0.1% | +470.7% | 0.658% | |
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| 1/16/2025 | Ellsworth Advisors LLC | 261,468 | $5.79M | 1.5% | +2.2% | 3.667% | |
| 1/15/2025 | CGN Advisors LLC | 15,854 | $351K | 0.0% | +73.3% | 0.222% | |
| 1/15/2025 | Arkadios Wealth Advisors | 190,364 | $4.21M | 0.2% | +13.0% | 2.670% | |
| 1/15/2025 | Channel Wealth LLC | 87,402 | $1.94M | 0.6% | -48.7% | 1.226% | |
| 1/15/2025 | Inspirion Wealth Advisors LLC | 501,314 | $11.20M | 1.6% | +12.9% | 7.031% | |
| 1/14/2025 | Wallace Advisory Group LLC | 15,851 | $358K | 0.3% | -4.0% | 0.222% | |
| 1/13/2025 | Matrix Trust Co | 12,266 | $272K | 0.0% | +194.5% | 0.172% | |
| 11/25/2024 | Synovus Financial Corp | 987,250 | $22.32M | 0.3% | -0.2% | 13.846% | |
| 11/25/2024 | World Investment Advisors LLC | 37,845 | $855K | 0.0% | -38.4% | 0.531% | |
| 11/25/2024 | Sanctuary Advisors LLC | 76,776 | $1.76M | 0.0% | +42.4% | 1.077% | |
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