| 5/21/2025 | Geneos Wealth Management Inc. | 177,224 | $7.52M | 0.3% | +1.4% | 2.411% | |
| 5/20/2025 | Belpointe Asset Management LLC | 44,539 | $1.89M | 0.1% | +17.8% | 0.606% | |
| 5/16/2025 | Faithward Advisors LLC | 192,016 | $8.15M | 1.4% | -0.9% | 2.612% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 16,772 | $712K | 0.0% | +35.4% | 0.228% | |
| 5/16/2025 | Jones Financial Companies Lllp | 197,139 | $8.37M | 0.0% | +5,804.1% | 2.682% | |
| 5/14/2025 | CreativeOne Wealth LLC | 6,077 | $258K | 0.0% | -97.9% | 0.083% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 21,410 | $909K | 0.0% | +1.7% | 0.291% | |
| 5/14/2025 | Kestra Advisory Services LLC | 76,665 | $3.25M | 0.0% | -0.6% | 1.043% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 85,162 | $3.61M | 0.2% | -26.4% | 1.159% | |
| 5/12/2025 | Bare Financial Services Inc | 253,858 | $10.77M | 4.1% | +12.6% | 3.454% | |
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| 5/9/2025 | Atria Wealth Solutions Inc. | 20,432 | $867K | 0.0% | N/A | 0.286% | |
| 5/9/2025 | Sound Financial Strategies Group LLC | 66,952 | $2.84M | 2.5% | +228.9% | 0.936% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 5,072 | $215K | 0.0% | +14.6% | 0.071% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 206,054 | $8.75M | 0.2% | +17.9% | 2.882% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 861 | $37K | 0.0% | N/A | 0.012% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 5,250 | $223K | 0.0% | N/A | 0.073% | |
| 5/7/2025 | Frontier Asset Management LLC | 14,829 | $629K | 0.2% | +2.5% | 0.207% | |
| 5/7/2025 | LPL Financial LLC | 269,604 | $11.44M | 0.0% | +5.0% | 3.771% | |
| 5/7/2025 | Inspire Advisors LLC | 6,034 | $256K | 0.0% | -24.3% | 0.084% | |
| 5/7/2025 | First Heartland Consultants Inc. | 48,947 | $2.08M | 0.2% | -7.1% | 0.685% | |
| 5/6/2025 | Cetera Investment Advisers | 16,693 | $708K | 0.0% | +5.7% | 0.233% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 16,636 | $706K | 0.0% | +2.7% | 0.233% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 73,645 | $3.13M | 0.1% | +3.2% | 1.030% | |
| 5/2/2025 | Sigma Planning Corp | 5,590 | $237K | 0.0% | +10.2% | 0.078% | |
| 5/1/2025 | 3EDGE Asset Management LP | 9,345 | $397K | 0.0% | +61.5% | 0.131% | |
| 4/30/2025 | Allworth Financial LP | 10,099 | $419K | 0.0% | +114.2% | 0.141% | |
| 4/30/2025 | 49 Wealth Management LLC | 35,362 | $1.50M | 0.2% | N/A | 0.495% | |
| 4/30/2025 | Values First Advisors Inc. | 7,688 | $326K | 0.2% | -7.9% | 0.108% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 11,954 | $507K | 0.0% | +32.0% | 0.167% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 142,375 | $6.01M | 0.5% | +17.1% | 1.991% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 121,894 | $5.17M | 0.4% | +15.7% | 1.705% | |
| 4/23/2025 | Kavar Capital Partners Group LLC | 6,846 | $291K | 0.0% | N/A | 0.096% | |
| 4/23/2025 | Win Advisors Inc. | 27,610 | $1.17M | 0.6% | +1.5% | 0.386% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 85,794 | $3.64M | 0.0% | +6.2% | 1.200% | |
| 4/22/2025 | LVZ Inc. | 62,848 | $2.67M | 0.4% | -7.0% | 0.879% | |
| 4/22/2025 | Hill Island Financial LLC | 235,953 | $10.01M | 2.9% | -3.0% | 3.300% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 143,090 | $6.04M | 0.5% | +17.7% | 2.001% | |
| 4/18/2025 | Optivise Advisory Services LLC | 7,032 | $298K | 0.2% | +9.8% | 0.098% | |
| 4/17/2025 | Vicus Capital | 18,568 | $788K | 0.1% | +1.9% | 0.299% | |
| 4/16/2025 | Founders Grove Wealth Partners LLC | 7,459 | $317K | 0.1% | N/A | 0.120% | |
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| 4/15/2025 | Christian Investment Advisors Inc. | 647,904 | $28.39M | 19.7% | +0.8% | 10.450% | |
| 4/14/2025 | Financial Advisory Corp | 20,668 | $877K | 0.1% | +15.8% | 0.333% | |
| 4/10/2025 | TrueWealth Advisors LLC | 35,454 | $1.51M | 0.5% | +138.4% | 0.572% | |
| 4/9/2025 | Legacy Wealth Asset Management LLC | 52,193 | $2.22M | 0.6% | +2.3% | 0.842% | |
| 4/8/2025 | HFG Wealth Management LLC | 4,773 | $204K | 0.1% | -74.0% | 0.077% | |
| 4/8/2025 | Advisory Alpha LLC | 10,141 | $430K | 0.0% | -14.9% | 0.164% | |
| 4/7/2025 | O Connor Financial Group LLC | 179,800 | $7.63M | 4.0% | -10.2% | 2.900% | |
| 2/26/2025 | Financial Advisory Corp | 17,853 | $765K | 0.1% | N/A | 0.300% | |
| 2/18/2025 | First Heartland Consultants Inc. | 52,695 | $2.26M | 0.2% | +29.9% | 0.941% | |
| 2/17/2025 | Vident Advisory LLC | 152,722 | $6.54M | 0.1% | N/A | 2.727% | |
| 2/17/2025 | CoreCap Advisors LLC | 13,656 | $585K | 0.0% | -4.0% | 0.244% | |
| 2/17/2025 | Cetera Investment Advisers | 15,787 | $676K | 0.0% | -8.7% | 0.282% | |
| 2/17/2025 | Ameriprise Financial Inc. | 85,671 | $3.67M | 0.0% | -20.5% | 1.530% | |
| 2/14/2025 | Jane Street Group LLC | 5,907 | $253K | 0.0% | N/A | 0.105% | |
| 2/14/2025 | Susquehanna International Group LLP | 46,949 | $2.01M | 0.0% | +40.1% | 0.838% | |
| 2/14/2025 | Optivise Advisory Services LLC | 6,407 | $274K | 0.1% | +6.2% | 0.114% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 8,800 | $377K | 0.0% | N/A | 0.157% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 5,444 | $233K | 0.1% | +10.7% | 0.097% | |
| 2/13/2025 | Belpointe Asset Management LLC | 37,824 | $1.63M | 0.1% | -2.6% | 0.675% | |
| 2/13/2025 | CreativeOne Wealth LLC | 289,396 | $12.40M | 0.4% | -28.4% | 5.168% | |
| 2/13/2025 | Raymond James Financial Inc. | 47,219 | $2.02M | 0.0% | N/A | 0.843% | |
| 2/13/2025 | Faithward Advisors LLC | 193,826 | $8.30M | 1.4% | -1.1% | 3.461% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 9,053 | $388K | 0.0% | +5.1% | 0.162% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 4,943 | $212K | 0.0% | N/A | 0.088% | |
| 2/11/2025 | Hill Island Financial LLC | 243,218 | $10.42M | 3.0% | +1.2% | 4.343% | |
| 2/11/2025 | LPL Financial LLC | 256,808 | $11.00M | 0.0% | +5.0% | 4.586% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 105,325 | $4.51M | 0.4% | +6.4% | 1.881% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 14,911 | $639K | 0.0% | +17.3% | 0.266% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 16,192 | $693K | 0.0% | -1.9% | 0.289% | |
| 2/10/2025 | Bare Financial Services Inc | 225,539 | $9.66M | 3.9% | +11.8% | 4.027% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 115,740 | $4.96M | 0.3% | +17.0% | 2.067% | |
| 2/7/2025 | Inspire Advisors LLC | 7,971 | $341K | 0.0% | -32.0% | 0.142% | |
| 2/7/2025 | Frontier Asset Management LLC | 14,473 | $620K | 0.2% | +1.9% | 0.258% | |
| 2/6/2025 | Raymond James Financial Inc. | 47,219 | $2.02M | 0.0% | N/A | 0.843% | |
| 2/6/2025 | Sound Financial Strategies Group LLC | 20,358 | $872K | 0.7% | -2.3% | 0.364% | |
| 2/6/2025 | LVZ Inc. | 67,604 | $2.90M | 0.4% | +2.0% | 1.207% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,339 | $143K | 0.0% | +223.2% | 0.060% | |
| 2/5/2025 | Christian Investment Advisors Inc. | 643,049 | $27.54M | 19.9% | N/A | 11.483% | |
| 2/4/2025 | Midwest Capital Advisors LLC | 2,798 | $120K | 0.1% | N/A | 0.050% | |
| 2/3/2025 | Sigma Planning Corp | 5,073 | $217K | 0.0% | -5.5% | 0.091% | |
| 2/3/2025 | Turning Point Benefit Group Inc. | 18,139 | $781K | 0.7% | N/A | 0.324% | |
| 1/31/2025 | 3EDGE Asset Management LP | 5,788 | $248K | 0.0% | N/A | 0.103% | |
| 1/31/2025 | Venturi Wealth Management LLC | 917 | $39K | 0.0% | +102.9% | 0.016% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 71,334 | $3.06M | 0.1% | -1.9% | 1.274% | |
| 1/30/2025 | Allworth Financial LP | 4,714 | $213K | 0.0% | N/A | 0.084% | |
| 1/30/2025 | Vicus Capital | 18,224 | $781K | 0.1% | +4.1% | 0.325% | |
| 1/29/2025 | Values First Advisors Inc. | 8,344 | $357K | 0.2% | +89.4% | 0.149% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 814 | $35K | 0.0% | N/A | 0.015% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 121,566 | $5.22M | 0.5% | +8.4% | 2.171% | |
| 1/27/2025 | Financial Advocates Investment Management | 12,839 | $550K | 0.0% | +3.4% | 0.229% | |
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| 1/27/2025 | Win Advisors Inc. | 27,207 | $1.17M | 0.6% | +23.5% | 0.486% | |
| 1/24/2025 | HHM Wealth Advisors LLC | 4,427 | $190K | 0.0% | +23.8% | 0.079% | |
| 1/23/2025 | Strategic Blueprint LLC | 13,401 | $574K | 0.0% | +17.8% | 0.239% | |
| 1/22/2025 | Blue Trust Inc. | 663 | $29K | 0.0% | +204.1% | 0.012% | |
| 1/21/2025 | Stewardship Advisors LLC | 17,525 | $751K | 0.2% | -78.1% | 0.313% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 174,781 | $7.49M | 0.3% | +0.3% | 3.121% | |
| 1/15/2025 | Whitaker Myers Wealth Managers LTD. | 9,952 | $426K | 0.1% | +26.3% | 0.178% | |
| 1/15/2025 | TrueWealth Advisors LLC | 14,870 | $637K | 0.2% | +14.6% | 0.266% | |
| 1/15/2025 | Legacy Wealth Asset Management LLC | 51,005 | $2.18M | 0.6% | -0.6% | 0.911% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 600 | $26K | 0.0% | N/A | 0.011% | |
