| 5/2/2025 | Sachetta LLC | 3,375 | $101K | 0.0% | -18.2% | 0.002% | |
| 5/2/2025 | Allen Capital Group LLC | 572,725 | $17.08M | 1.9% | -0.5% | 0.358% | |
| 5/2/2025 | Pinkerton Retirement Specialists LLC | 72,762 | $2.17M | 0.3% | -60.2% | 0.045% | |
| 5/2/2025 | Whittier Trust Co. | 30,300 | $903K | 0.0% | -7.4% | 0.019% | |
| 5/2/2025 | Sigma Planning Corp | 27,601 | $823K | 0.0% | +24.8% | 0.017% | |
| 5/2/2025 | Leelyn Smith LLC | 15,392 | $459K | 0.1% | N/A | 0.010% | |
| 5/1/2025 | Asset Dedication LLC | 2,561 | $76K | 0.0% | -30.3% | 0.002% | |
| 5/1/2025 | CWM LLC | 465,594 | $13.88M | 0.1% | -0.4% | 0.291% | |
| 4/30/2025 | Allworth Financial LP | 12,754 | $407K | 0.0% | -11.2% | 0.008% | |
| 4/30/2025 | Leavell Investment Management Inc. | 7,374 | $220K | 0.0% | N/A | 0.005% | |
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| 4/30/2025 | M&T Bank Corp | 6,900 | $206K | 0.0% | N/A | 0.004% | |
| 4/30/2025 | China Universal Asset Management Co. Ltd. | 141,000 | $4.21M | 0.4% | +39.6% | 0.088% | |
| 4/30/2025 | Harbour Investment Management LLC | 34,550 | $1.03M | 0.5% | -6.6% | 0.022% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 82,985 | $2.48M | 0.3% | +1.8% | 0.052% | |
| 4/30/2025 | Capital Management Associates Inc | 343,920 | $10.26M | 2.3% | +0.7% | 0.215% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,010,764 | $30.14M | 0.0% | -6.0% | 0.631% | |
| 4/29/2025 | Pure Portfolios Holdings LLC | 1,072,147 | $31.97M | 11.7% | +0.8% | 0.670% | |
| 4/29/2025 | World Investment Advisors | 35,836 | $1.07M | 0.0% | -57.8% | 0.022% | |
| 4/29/2025 | Strategic Blueprint LLC | 7,598 | $227K | 0.0% | N/A | 0.005% | |
| 4/29/2025 | Brookstone Capital Management | 91,903 | $2.74M | 0.0% | -5.9% | 0.057% | |
| 4/29/2025 | Timber Creek Capital Management LLC | 223,629 | $6.67M | 1.8% | -0.8% | 0.140% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 60,821 | $1.81M | 0.0% | -0.9% | 0.038% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 58,803 | $1.73M | 0.2% | +53.3% | 0.037% | |
| 4/28/2025 | D.A. Davidson & CO. | 14,764 | $440K | 0.0% | -25.7% | 0.009% | |
| 4/28/2025 | Mutual Advisors LLC | 70,738 | $2.23M | 0.1% | +13.4% | 0.044% | |
| 4/28/2025 | Sebold Capital Management Inc. | 9,458 | $282K | 0.2% | N/A | 0.006% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 14,600 | $435K | 0.1% | +31.5% | 0.009% | |
| 4/28/2025 | Elevate Capital Advisors LLC | 33,377 | $995K | 0.9% | +17.9% | 0.021% | |
| 4/25/2025 | Mather Group LLC. | 44,960 | $1.34M | 0.0% | -7.1% | 0.028% | |
| 4/25/2025 | Cypress Capital LLC | 359,166 | $10.71M | 3.1% | -0.2% | 0.224% | |
| 4/25/2025 | Advisors Management Group Inc. ADV | 480,198 | $14.32M | 3.1% | -0.7% | 0.300% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 3,820 | $114K | 0.0% | -60.4% | 0.002% | |
| 4/25/2025 | IRON Financial LLC | 7,417 | $221K | 0.1% | N/A | 0.005% | |
| 4/25/2025 | Bay Capital Advisors LLC | 26,299 | $784K | 0.7% | -5.4% | 0.016% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 432,980 | $12.91M | 1.4% | -2.5% | 0.270% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 758,994 | $22.63M | 4.5% | -14.9% | 0.474% | |
| 4/25/2025 | Amara Financial LLC. | 85,692 | $2.56M | 2.4% | +70.1% | 0.054% | |
| 4/25/2025 | Financial Insights Inc. | 7,829 | $233K | 0.1% | N/A | 0.005% | |
| 4/24/2025 | Patron Partners LLC | 6,976 | $208K | 0.1% | N/A | 0.004% | |
| 4/24/2025 | CWC Advisors LLC. | 19,363 | $577K | 0.3% | N/A | 0.012% | |
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| 4/24/2025 | Elevated Capital Advisors LLC | 7,270 | $217K | 0.1% | N/A | 0.005% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 426,850 | $12.55M | 0.0% | +41.8% | 0.267% | |
| 4/24/2025 | Waverton Investment Management Ltd | 612,260 | $18.26M | 0.3% | +0.3% | 0.382% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 6,733 | $201K | 0.0% | N/A | 0.004% | |
| 4/24/2025 | Nadler Financial Group Inc. | 13,660 | $407K | 0.0% | -25.4% | 0.009% | |
| 4/23/2025 | Western Wealth Management LLC | 11,158 | $333K | 0.0% | +19.0% | 0.007% | |
| 4/23/2025 | Terra Nova Asset Management LLC | 135,614 | $4.04M | 3.2% | +146.5% | 0.085% | |
| 4/23/2025 | Perigon Wealth Management LLC | 54,108 | $1.61M | 0.0% | +70.5% | 0.034% | |
| 4/23/2025 | Timonier Family Office LTD. | 7,940 | $237K | 0.1% | N/A | 0.005% | |
| 4/23/2025 | Saxony Capital Management LLC | 11,595 | $346K | 0.3% | -13.8% | 0.007% | |
| 4/23/2025 | Global Assets Advisory LLC | 148,285 | $4.33M | 0.8% | +219.5% | 0.093% | |
| 4/23/2025 | Silver Lake Advisory LLC | 7,717 | $230K | 0.1% | N/A | 0.005% | |
| 4/23/2025 | Balboa Wealth Partners | 25,737 | $767K | 0.2% | N/A | 0.016% | |
| 4/23/2025 | Sheets Smith Wealth Management | 59,093 | $1.76M | 0.2% | -9.5% | 0.037% | |
| 4/23/2025 | Pacific Financial Group Inc. | 24,906 | $743K | 0.6% | -40.2% | 0.016% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 11,700 | $349K | 0.1% | +6.4% | 0.007% | |
| 4/23/2025 | Narwhal Capital Management | 120,180 | $3.58M | 0.3% | -5.6% | 0.075% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 7,711 | $230K | 0.0% | N/A | 0.005% | |
| 4/22/2025 | XML Financial LLC | 17,700 | $528K | 0.0% | +12.7% | 0.011% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 9,767 | $291K | 0.0% | N/A | 0.006% | |
| 4/22/2025 | Stapp Wealth Management Pllc | 220,343 | $6.57M | 10.1% | -4.4% | 0.138% | |
| 4/22/2025 | Castleview Partners LLC | 18,200 | $543K | 0.4% | +649.3% | 0.011% | |
| 4/22/2025 | PFG Investments LLC | 25,797 | $769K | 0.0% | -10.4% | 0.016% | |
| 4/22/2025 | Advisor Resource Council | 9,165 | $259K | 0.0% | N/A | 0.006% | |
| 4/21/2025 | Blue Trust Inc. | 502,666 | $14.99M | 0.2% | -7.8% | 0.314% | |
| 4/21/2025 | ERn Financial LLC | 7,744 | $231K | 0.0% | N/A | 0.005% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 19,782 | $581K | 0.1% | N/A | 0.012% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 58,803 | $1.73M | 0.2% | +53.3% | 0.037% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 103,130 | $3.08M | 0.0% | +85.7% | 0.064% | |
| 4/21/2025 | Liquid Strategies LLC | 109,934 | $3.28M | 0.6% | -62.0% | 0.069% | |
| 4/21/2025 | Roman Butler Fullerton & Co. | 17,193 | $530K | 0.2% | +25.1% | 0.011% | |
| 4/18/2025 | Mayfair Advisory Group LLC | 12,000 | $358K | 0.2% | -55.9% | 0.007% | |
| 4/18/2025 | Cushing Capital Partners LLC | 8,117 | $242K | 0.2% | N/A | 0.005% | |
| 4/18/2025 | Bfsg LLC | 399,373 | $11.91M | 1.4% | -2.2% | 0.249% | |
| 4/17/2025 | Vicus Capital | 8,992 | $268K | 0.0% | -15.9% | 0.006% | |
| 4/17/2025 | Sowell Financial Services LLC | 70,220 | $2.09M | 0.1% | -1.3% | 0.044% | |
| 4/17/2025 | Trust Co. of Toledo NA OH | 42,615 | $1.27M | 0.2% | +8.1% | 0.027% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 5,728 | $171K | 0.0% | -9.4% | 0.004% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 135,546 | $4.04M | 0.0% | -4.7% | 0.084% | |
| 4/16/2025 | Matauro LLC | 82,739 | $2.47M | 0.5% | +1.5% | 0.051% | |
| 4/15/2025 | Capital Advisory Group Advisory Services LLC | 90,287 | $2.69M | 1.0% | +0.7% | 0.056% | |
| 4/15/2025 | Investment Partners Asset Management Inc. | 47,542 | $1.42M | 1.1% | +7.5% | 0.029% | |
| 4/15/2025 | Transform Wealth LLC | 37,229 | $1.11M | 0.1% | -10.7% | 0.023% | |
| 4/15/2025 | Focus Financial Network Inc. | 310,181 | $9.25M | 0.4% | +3.7% | 0.192% | |
| 4/15/2025 | Foresight Capital Management Advisors Inc. | 42,649 | $1.27M | 0.8% | -2.8% | 0.026% | |
| 4/15/2025 | Paragon Advisors LLC | 7,856 | $234K | 0.1% | N/A | 0.005% | |
| 4/15/2025 | Ameliora Wealth Management Ltd. | 432,027 | $12.88M | 4.8% | +1.7% | 0.268% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 83,083 | $2.51M | 0.5% | -3.9% | 0.052% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,420 | $102K | 0.0% | -93.8% | 0.002% | |
| 4/14/2025 | Financial Designs Corp | 13,068 | $390K | 0.3% | -9.7% | 0.008% | |
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| 4/14/2025 | Priebe Wealth Holdings LLC | 30,300 | $904K | 0.6% | +24.4% | 0.019% | |
| 4/14/2025 | Client First Investment Management LLC | 250,665 | $7.48M | 5.1% | N/A | 0.155% | |
| 4/14/2025 | City Center Advisors LLC | 16,611 | $495K | 0.6% | -9.0% | 0.010% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 20,109 | $600K | 0.4% | -9.0% | 0.012% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 9,995 | $295K | 0.3% | -10.0% | 0.006% | |
| 4/11/2025 | Towneley Capital Management Inc DE | 738,788 | $22.03M | 5.2% | +2.7% | 0.458% | |
| 4/11/2025 | Sovereign Financial Group Inc. | 14,136 | $422K | 0.1% | +4.7% | 0.009% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 7,701 | $230K | 0.0% | N/A | 0.005% | |
| 4/11/2025 | A. D. Beadell Investment Counsel Inc. | 78,100 | $2.33M | 1.9% | -6.4% | 0.048% | |
| 4/10/2025 | Warren Street Wealth Advisors LLC | 33,422 | $997K | 0.4% | +2.5% | 0.021% | |
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