| 5/20/2025 | Blue Rock Wealth Management LLC | 11,050 | $547K | 0.5% | -4.7% | 0.108% | |
| 5/19/2025 | Jane Street Group LLC | 55,277 | $2.74M | 0.0% | -31.5% | 0.539% | |
| 5/19/2025 | SageView Advisory Group LLC | 15,166 | $750K | 0.0% | -3.4% | 0.148% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,871 | $241K | 0.0% | N/A | 0.048% | |
| 5/16/2025 | NewEdge Advisors LLC | 69,522 | $3.44M | 0.0% | +8.7% | 0.678% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 28,034 | $1.39M | 0.4% | -6.2% | 0.274% | |
| 5/15/2025 | Royal Bank of Canada | 28,464 | $1.41M | 0.0% | +19.7% | 0.278% | |
| 5/15/2025 | OLD Mission Capital LLC | 82,951 | $4.10M | 0.1% | N/A | 0.809% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 13,355 | $661K | 0.0% | +5.3% | 0.130% | |
| 5/14/2025 | Comerica Bank | 16,731 | $828K | 0.0% | -55.7% | 0.163% | |
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| 5/14/2025 | Synovus Financial Corp | 10,315 | $510K | 0.0% | -11.5% | 0.101% | |
| 5/14/2025 | Kestra Advisory Services LLC | 110,654 | $5.48M | 0.0% | +35.4% | 1.080% | |
| 5/14/2025 | Flow Traders U.S. LLC | 23,879 | $1.18M | 0.0% | N/A | 0.233% | |
| 5/13/2025 | Raymond James Financial Inc. | 116,538 | $5.77M | 0.0% | +11.8% | 1.137% | |
| 5/13/2025 | HighTower Advisors LLC | 152,577 | $7.55M | 0.0% | +10.3% | 1.489% | |
| 5/12/2025 | Condor Capital Management | 163,130 | $8.07M | 0.8% | +3.8% | 1.592% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,960 | $97K | 0.0% | N/A | 0.019% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 9,069 | $449K | 0.0% | +50.1% | 0.087% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 6,204 | $307K | 0.0% | +14.8% | 0.060% | |
| 5/7/2025 | Sunpointe LLC | 184,974 | $9.15M | 4.9% | -6.6% | 1.779% | |
| 5/7/2025 | LPL Financial LLC | 550,930 | $27.26M | 0.0% | -0.9% | 5.297% | |
| 5/6/2025 | Financial Partners Group Inc | 4,318 | $214K | 0.0% | -11.9% | 0.042% | |
| 5/6/2025 | PFG Advisors | 18,340 | $907K | 0.1% | +9.7% | 0.176% | |
| 5/5/2025 | IFP Advisors Inc | 109,737 | $5.43M | 0.2% | +4.5% | 1.055% | |
| 5/5/2025 | OneAscent Financial Services LLC | 34,349 | $1.70M | 0.1% | +1.3% | 0.330% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 73,460 | $3.64M | 0.3% | +10.5% | 0.706% | |
| 5/5/2025 | Private Advisor Group LLC | 207,785 | $10.28M | 0.1% | +0.7% | 1.998% | |
| 5/2/2025 | Fortis Group Advisors LLC | 5,548 | $275K | 0.1% | N/A | 0.053% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 18,579 | $919K | 0.7% | -6.2% | 0.179% | |
| 5/2/2025 | Landmark Wealth Management LLC | 56,403 | $2.79M | 1.2% | -1.4% | 0.542% | |
| 5/2/2025 | Sigma Planning Corp | 6,527 | $323K | 0.0% | -11.7% | 0.063% | |
| 5/1/2025 | CWM LLC | 1,080,833 | $53.48M | 0.2% | +4.3% | 10.393% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 15,078 | $749K | 0.0% | N/A | 0.145% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 62,063 | $3.07M | 0.1% | +6.8% | 0.597% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,880,368 | $93.04M | 0.0% | -3.3% | 18.080% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 111,648 | $5.52M | 0.1% | -12.7% | 1.074% | |
| 4/28/2025 | Mutual Advisors LLC | 29,831 | $1.45M | 0.0% | -20.5% | 0.287% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 10,579 | $523K | 0.3% | -2.7% | 0.102% | |
| 4/25/2025 | Mather Group LLC. | 2,619 | $130K | 0.0% | N/A | 0.025% | |
| 4/25/2025 | Westside Investment Management Inc. | 15,600 | $772K | 0.2% | +5.4% | 0.150% | |
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| 4/24/2025 | CNB Bank | 18,705 | $926K | 0.5% | -16.2% | 0.180% | |
| 4/23/2025 | Goldstein Advisors LLC | 431,366 | $21.34M | 3.1% | +2.7% | 4.148% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 85,518 | $4.23M | 0.0% | -6.5% | 0.822% | |
| 4/21/2025 | ERn Financial LLC | 19,478 | $964K | 0.2% | +42.8% | 0.187% | |
| 4/17/2025 | GEM Asset Management LLC | 65,838 | $3.27M | 1.8% | +4.4% | 0.633% | |
| 4/17/2025 | Stewardship Advisors LLC | 8,828 | $437K | 0.1% | -38.6% | 0.085% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 108,012 | $5.34M | 0.2% | +2.0% | 1.039% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,625 | $476K | 0.0% | -33.8% | 0.093% | |
| 4/15/2025 | CX Institutional | 637,723 | $31.56M | 1.2% | +3.1% | 6.132% | |
| 4/14/2025 | Farther Finance Advisors LLC | 788 | $39K | 0.0% | N/A | 0.008% | |
| 4/11/2025 | First Affirmative Financial Network | 13,928 | $689K | 0.4% | +17.7% | 0.134% | |
| 4/9/2025 | Merit Financial Group LLC | 8,425 | $417K | 0.0% | -19.0% | 0.081% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,540 | $729K | 0.0% | N/A | 0.140% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 46,879 | $2.35M | 0.1% | N/A | 0.451% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 16,733 | $839K | 0.1% | N/A | 0.192% | |
| 2/17/2025 | Visionary Wealth Advisors | 90,056 | $4.52M | 0.3% | +15.4% | 1.035% | |
| 2/17/2025 | Cetera Investment Advisers | 4,282 | $215K | 0.0% | -19.6% | 0.049% | |
| 2/17/2025 | Captrust Financial Advisors | 17,182 | $862K | 0.0% | -6.0% | 0.197% | |
| 2/17/2025 | Arrowroot Family Office LLC | 5,128 | $257K | 0.1% | +8.5% | 0.059% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 11,595 | $581K | 0.6% | N/A | 0.133% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 107,121 | $5.37M | 0.0% | N/A | 1.231% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 66,506 | $3.34M | 0.3% | +10.3% | 0.764% | |
| 2/14/2025 | Jane Street Group LLC | 80,682 | $4.05M | 0.0% | N/A | 0.927% | |
| 2/14/2025 | Comerica Bank | 37,796 | $1.90M | 0.0% | +104.8% | 0.434% | |
| 2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 12,681 | $636K | 0.0% | +6.4% | 0.146% | |
| 2/14/2025 | Core Wealth Advisors Inc. | 29,893 | $1.50M | 0.5% | -6.0% | 0.344% | |
| 2/14/2025 | Two Sigma Securities LLC | 6,577 | $330K | 0.0% | N/A | 0.076% | |
| 2/14/2025 | IHT Wealth Management LLC | 78,197 | $3.92M | 0.1% | +2.0% | 0.899% | |
| 2/14/2025 | Stifel Financial Corp | 5,435 | $272K | 0.0% | +10.4% | 0.062% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 127,819 | $6.41M | 0.1% | -7.9% | 1.469% | |
| 2/14/2025 | Frederick Financial Consultants LLC | 19,801 | $993K | 0.8% | N/A | 0.228% | |
| 2/13/2025 | NewEdge Advisors LLC | 63,977 | $3.21M | 0.0% | +8.4% | 0.735% | |
| 2/13/2025 | SageView Advisory Group LLC | 15,694 | $787K | 0.0% | +29.1% | 0.180% | |
| 2/13/2025 | Raymond James Financial Inc. | 104,283 | $5.23M | 0.0% | N/A | 1.199% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,945,071 | $97.53M | 0.0% | -3.0% | 22.357% | |
| 2/12/2025 | OneAscent Financial Services LLC | 33,913 | $1.70M | 0.1% | N/A | 0.390% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 39,002 | $1.96M | 0.0% | -20.1% | 0.448% | |
| 2/12/2025 | JPMorgan Chase & Co. | 703 | $35K | 0.0% | -98.3% | 0.008% | |
| 2/11/2025 | LPL Financial LLC | 555,686 | $27.86M | 0.0% | +10.2% | 6.387% | |
| 2/11/2025 | Condor Capital Management | 157,178 | $7.88M | 0.7% | +2.4% | 1.807% | |
| 2/10/2025 | Altus Wealth Group LLC | 8,316 | $417K | 0.2% | +25.1% | 0.096% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 107,308 | $5.38M | 0.0% | +5.0% | 1.233% | |
| 2/7/2025 | PFG Advisors | 16,717 | $838K | 0.1% | +3.1% | 0.192% | |
| 2/7/2025 | HighTower Advisors LLC | 138,290 | $6.93M | 0.0% | +3.2% | 1.590% | |
| 2/7/2025 | Independent Advisor Alliance | 33,168 | $1.66M | 0.0% | N/A | 0.381% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 6,040 | $303K | 0.0% | +44.2% | 0.069% | |
| 2/6/2025 | Raymond James Financial Inc. | 104,283 | $5.23M | 0.0% | N/A | 1.199% | |
| 2/6/2025 | Atria Investments Inc | 116,896 | $5.86M | 0.1% | +5.3% | 1.344% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 629 | $32K | 0.0% | N/A | 0.007% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 40,427 | $2.03M | 0.1% | -2.7% | 0.465% | |
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| 2/4/2025 | IFP Advisors Inc | 105,026 | $5.27M | 0.2% | +0.5% | 1.207% | |
| 2/3/2025 | Sunpointe LLC | 197,976 | $9.93M | 5.0% | +1,317.6% | 2.276% | |
| 2/3/2025 | Private Advisor Group LLC | 206,324 | $10.35M | 0.1% | +1.1% | 2.372% | |
| 2/3/2025 | Good Life Advisors LLC | 17,734 | $889K | 0.1% | -11.1% | 0.204% | |
| 1/31/2025 | Global Retirement Partners LLC | 56,660 | $2.84M | 0.1% | +13.3% | 0.651% | |
| 1/30/2025 | Lodestone Wealth Management LLC | 10,875 | $545K | 0.3% | -2.1% | 0.125% | |
| 1/30/2025 | Blue Trust Inc. | 1,930 | $97K | 0.0% | N/A | 0.022% | |
| 1/29/2025 | GEM Asset Management LLC | 63,062 | $3.16M | 1.8% | -5.8% | 0.725% | |
| 1/27/2025 | Financial Advocates Investment Management | 29,068 | $1.46M | 0.1% | -17.9% | 0.334% | |
| 1/24/2025 | McAdam LLC | 4,119 | $207K | 0.0% | -5.7% | 0.047% | |
