| 8/16/2025 | Evergreen Capital Management LLC | 171,911 | $8.65M | 0.3% | +24.8% | 0.493% | |
| 8/15/2025 | Sugar Maple Asset Management LLC | 29,399 | $1.48M | 1.2% | +7.3% | 0.084% | |
| 8/15/2025 | Corient Private Wealth LLC | 10,408 | $524K | 0.0% | N/A | 0.030% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 49,019 | $2.47M | 0.0% | +74.9% | 0.140% | |
| 8/15/2025 | MML Investors Services LLC | 202,057 | $10.17M | 0.0% | -12.3% | 0.579% | |
| 8/15/2025 | Bank of America Corp DE | 631,056 | $31.77M | 0.0% | -11.9% | 1.809% | |
| 8/14/2025 | Jane Street Group LLC | 10,342 | $521K | 0.0% | N/A | 0.030% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 20,304 | $1.02M | 0.1% | N/A | 0.058% | |
| 8/14/2025 | Raymond James Financial Inc. | 7,005 | $353K | 0.0% | -30.0% | 0.020% | |
| 8/14/2025 | Quantinno Capital Management LP | 19,908 | $1.00M | 0.0% | N/A | 0.057% | |
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| 8/14/2025 | Diversify Wealth Management LLC | 124,570 | $6.26M | 0.4% | +7.0% | 0.357% | |
| 8/14/2025 | London & Capital Asset Management Ltd | 20,908 | $1.05M | 0.1% | N/A | 0.060% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 65,737 | $3.31M | 0.1% | +8.0% | 0.188% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 10,216 | $514K | 0.1% | N/A | 0.029% | |
| 8/12/2025 | Laurel Wealth Advisors LLC | 6,558,296 | $330.15M | 0.2% | +5,375.7% | 18.797% | |
| 8/12/2025 | CreativeOne Wealth LLC | 12,791 | $644K | 0.0% | N/A | 0.037% | |
| 8/12/2025 | Global Retirement Partners LLC | 4,568 | $230K | 0.0% | N/A | 0.013% | |
| 8/12/2025 | Nemes Rush Group LLC | 994 | $50K | 0.0% | N/A | 0.003% | |
| 8/11/2025 | Stonebrook Private Inc. | 64,761 | $3.26M | 0.8% | +10.0% | 0.186% | |
| 8/11/2025 | Traub Capital Management LLC | 4,340 | $218K | 0.2% | N/A | 0.012% | |
| 8/11/2025 | Pineridge Advisors LLC | 1,912,761 | $96.29M | 34.9% | +3.2% | 5.498% | |
| 8/11/2025 | Portside Wealth Group LLC | 54,046 | $2.72M | 0.4% | +0.6% | 0.155% | |
| 8/11/2025 | Inspire Advisors LLC | 4,859 | $245K | 0.0% | N/A | 0.014% | |
| 8/8/2025 | Cetera Investment Advisers | 87,284 | $4.39M | 0.0% | +501.7% | 0.251% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 4,270 | $215K | 0.0% | -4.6% | 0.012% | |
| 8/8/2025 | Advyzon Investment Management LLC | 7,039 | $354K | 0.1% | +14.4% | 0.020% | |
| 8/6/2025 | AE Wealth Management LLC | 24,342 | $1.23M | 0.0% | +787.7% | 0.070% | |
| 8/6/2025 | Able Wealth Management LLC | 39,635 | $2.00M | 1.0% | +40.1% | 0.114% | |
| 8/5/2025 | Fullcircle Wealth LLC | 36,520 | $1.84M | 0.7% | N/A | 0.105% | |
| 8/5/2025 | Bank of Montreal Can | 506,391 | $25.49M | 0.0% | +8.6% | 1.456% | |
| 8/5/2025 | Sigma Planning Corp | 160,433 | $8.08M | 0.2% | +4.6% | 0.461% | |
| 8/4/2025 | Atria Investments Inc | 74,966 | $3.77M | 0.0% | N/A | 0.215% | |
| 8/4/2025 | JDM Financial Group LLC | 252,185 | $12.70M | 6.0% | -28.4% | 0.725% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 347,553 | $17.50M | 0.0% | +1,215.1% | 0.999% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 147,788 | $7.44M | 3.2% | -5.9% | 0.425% | |
| 7/31/2025 | Carrera Capital Advisors | 2,253,953 | $113.46M | 22.8% | +16.5% | 6.479% | |
| 7/31/2025 | 3EDGE Asset Management LP | 852,643 | $42.92M | 2.7% | -11.9% | 2.451% | |
| 7/31/2025 | SoundView Advisors Inc. | 510,955 | $25.72M | 9.5% | +3.8% | 1.469% | |
| 7/30/2025 | Blume Capital Management Inc. | 192,260 | $9.68M | 1.9% | -10.6% | 0.553% | |
| 7/29/2025 | International Assets Investment Management LLC | 6,355 | $320K | 0.0% | N/A | 0.018% | |
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| 7/28/2025 | WealthPlan Investment Management LLC | 12,716 | $640K | 0.0% | -13.2% | 0.037% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 7,371 | $371K | 0.0% | N/A | 0.021% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 29,101 | $1.47M | 0.2% | +22.5% | 0.084% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 5,069 | $255K | 0.1% | -42.6% | 0.015% | |
| 7/25/2025 | Ellis Investment Partners LLC | 9,183 | $462K | 0.1% | +21.3% | 0.026% | |
| 7/25/2025 | CWM LLC | 29,376 | $1.48M | 0.0% | -60.5% | 0.084% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 99,728 | $5.02M | 1.7% | +1.0% | 0.287% | |
| 7/24/2025 | Fourpath Capital Management LLC | 4,136 | $208K | 0.0% | N/A | 0.012% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 4,776 | $240K | 0.1% | -25.4% | 0.014% | |
| 7/23/2025 | Valmark Advisers Inc. | 12,050 | $607K | 0.0% | +27.4% | 0.035% | |
| 7/22/2025 | Belpointe Asset Management LLC | 6,441 | $324K | 0.0% | +3.7% | 0.019% | |
| 7/22/2025 | DAVENPORT & Co LLC | 8,363 | $421K | 0.0% | N/A | 0.024% | |
| 7/22/2025 | Measured Risk Portfolios Inc. | 76,892 | $3.87M | 3.7% | -13.4% | 0.221% | |
| 7/21/2025 | Exchange Capital Management Inc. | 11,692 | $589K | 0.1% | -51.1% | 0.034% | |
| 7/18/2025 | Tanager Wealth Management LLP | 2,202,075 | $110.85M | 13.1% | -1.3% | 6.330% | |
| 7/18/2025 | Warren Street Wealth Advisors LLC | 104,827 | $5.28M | 1.7% | +12.8% | 0.301% | |
| 7/18/2025 | Astor Investment Management LLC | 213,466 | $10.75M | 5.8% | N/A | 0.614% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 4,389 | $221K | 0.1% | N/A | 0.013% | |
| 7/17/2025 | Argus Investors Counsel Inc. | 10,281 | $518K | 0.4% | -18.7% | 0.029% | |
| 7/16/2025 | Maridea Wealth Management LLC | 25,381 | $1.28M | 0.3% | N/A | 0.073% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 7,514 | $378K | 0.4% | -6.9% | 0.022% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 71,274 | $3.59M | 0.6% | +8.1% | 0.207% | |
| 7/14/2025 | Legacy Capital Group California Inc. | 61,968 | $3.12M | 0.9% | N/A | 0.180% | |
| 7/14/2025 | Sweeney & Michel LLC | 29,801 | $1.50M | 0.5% | -1.0% | 0.086% | |
| 7/14/2025 | Matrix Trust Co | 41,667 | $2.10M | 0.3% | +62.9% | 0.121% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 14,290 | $719K | 0.1% | +110.9% | 0.042% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 124,793 | $6.28M | 0.5% | +64.9% | 0.363% | |
| 7/9/2025 | Bulwark Capital Corp | 20,339 | $1.02M | 0.9% | N/A | 0.059% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 3,788 | $191K | 0.2% | N/A | 0.011% | |
| 7/8/2025 | Holcombe Financial Inc. | 13,450 | $677K | 0.5% | -18.7% | 0.039% | |
| 7/3/2025 | Garde Capital Inc. | 5,516 | $278K | 0.0% | -96.1% | 0.016% | |
| 7/2/2025 | HBW Advisory Services LLC | 13,961 | $703K | 0.1% | N/A | 0.041% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 8,208 | $413K | 0.0% | N/A | 0.024% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,214 | $313K | 0.0% | N/A | 0.023% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 157,029 | $7.91M | 3.7% | -34.3% | 0.588% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 8,208 | $413K | 0.0% | N/A | 0.031% | |
| 5/15/2025 | Royal Bank of Canada | 19,881 | $1.00M | 0.0% | +43.6% | 0.074% | |
| 5/15/2025 | Evergreen Capital Management LLC | 137,712 | $6.93M | 0.2% | +196.4% | 0.516% | |
| 5/15/2025 | JDM Financial Group LLC | 352,383 | $17.74M | 9.0% | -4.2% | 1.320% | |
| 5/15/2025 | Palo Alto Wealth Advisors LLC | 6,865 | $345K | 0.1% | -60.0% | 0.026% | |
| 5/14/2025 | Oliver Luxxe Assets LLC | 65,915 | $3.32M | 0.6% | N/A | 0.247% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 98,778 | $4.97M | 1.9% | -1.7% | 0.370% | |
| 5/14/2025 | Flow Traders U.S. LLC | 50,414 | $2.54M | 0.1% | N/A | 0.189% | |
| 5/14/2025 | Bank OZK | 6,106 | $307K | 0.1% | -6.1% | 0.023% | |
| 5/14/2025 | RWA Wealth Partners LLC | 5,261 | $265K | 0.0% | -34.4% | 0.020% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 206,272 | $10.39M | 0.1% | -7.8% | 0.773% | |
| 5/13/2025 | Measured Risk Portfolios Inc. | 88,802 | $4.47M | 4.8% | +223.2% | 0.333% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 151,267 | $7.62M | 0.0% | -8.6% | 0.567% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 9,504 | $479K | 0.6% | +61.6% | 0.036% | |
| 5/13/2025 | HighTower Advisors LLC | 5,264 | $265K | 0.0% | -44.4% | 0.020% | |
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| 5/12/2025 | Townsquare Capital LLC | 274,222 | $13.81M | 0.1% | -0.2% | 1.027% | |
| 5/9/2025 | SoundView Advisors Inc. | 492,360 | $24.79M | 10.2% | +7.6% | 2.320% | |
| 5/9/2025 | Encompass More Asset Management | 73,955 | $3.72M | 1.1% | +13.6% | 0.349% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 60,880 | $3.07M | 0.1% | -1.9% | 0.287% | |
| 5/9/2025 | Advyzon Investment Management LLC | 6,153 | $310K | 0.1% | N/A | 0.029% | |
| 5/9/2025 | Middleton & Co. Inc. MA | 8,000 | $403K | 0.0% | +50.9% | 0.038% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 1,400 | $70K | 0.0% | +26.0% | 0.007% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,975 | $804K | 0.0% | N/A | 0.075% | |
| 5/8/2025 | Private Advisory Group LLC | 49,182 | $2.48M | 0.3% | +478.2% | 0.232% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 4,474 | $225K | 0.0% | -8.4% | 0.021% | |
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