| 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% | |
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| 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% | |
| 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% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 7,802 | $393K | 0.0% | -10.1% | 0.037% | |
| 5/7/2025 | Carrera Capital Advisors | 1,935,395 | $97.46M | 21.6% | -13.7% | 9.121% | |
| 5/6/2025 | Cetera Investment Advisers | 14,507 | $730K | 0.0% | N/A | 0.068% | |
| 5/6/2025 | a16z Perennial Management L.P. | 1,392,000 | $70.09M | 8.0% | N/A | 6.560% | |
| 5/6/2025 | AE Wealth Management LLC | 2,742 | $138K | 0.0% | -59.0% | 0.013% | |
| 5/6/2025 | Blume Capital Management Inc. | 215,019 | $10.83M | 2.4% | -17.1% | 1.013% | |
| 5/6/2025 | WT Wealth Management | 16,346 | $823K | 0.3% | -18.4% | 0.077% | |
| 5/5/2025 | STAR Financial Bank | 14,657 | $738K | 0.5% | +209.9% | 0.069% | |
| 5/2/2025 | Sigma Planning Corp | 153,449 | $7.73M | 0.2% | +8.0% | 0.723% | |
| 5/1/2025 | CWM LLC | 74,436 | $3.75M | 0.0% | -15.9% | 0.351% | |
| 5/1/2025 | 3EDGE Asset Management LP | 968,041 | $48.75M | 3.3% | -4.1% | 4.562% | |
| 5/1/2025 | Diversify Wealth Management LLC | 116,387 | $5.86M | 0.4% | -1.5% | 0.548% | |
| 4/30/2025 | Stonebrook Private Inc. | 58,874 | $2.97M | 0.8% | -20.3% | 0.277% | |
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| 4/30/2025 | Pineridge Advisors LLC | 1,853,035 | $93.31M | 36.5% | +514.2% | 8.732% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 26,428 | $1.33M | 0.0% | -4.9% | 0.125% | |
| 4/29/2025 | Crew Capital Management Ltd. | 13,198 | $665K | 0.5% | +5.7% | 0.062% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 6,776 | $341K | 0.0% | +19.2% | 0.032% | |
| 4/28/2025 | Holcombe Financial Inc. | 16,548 | $833K | 0.7% | +165.9% | 0.078% | |
| 4/28/2025 | Able Wealth Management LLC | 28,297 | $1.43M | 0.8% | N/A | 0.133% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 8,072 | $406K | 0.4% | -24.6% | 0.038% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 8,698 | $437K | 0.1% | N/A | 0.041% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 6,402 | $322K | 0.1% | -34.8% | 0.030% | |
| 4/24/2025 | Tanager Wealth Management LLP | 2,230,507 | $112.32M | 14.6% | +2.3% | 10.511% | |
| 4/23/2025 | Valmark Advisers Inc. | 9,456 | $476K | 0.0% | +54.6% | 0.045% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 90,387 | $4.55M | 0.0% | +16.3% | 0.426% | |
| 4/22/2025 | Ellis Investment Partners LLC | 7,572 | $381K | 0.1% | +81.9% | 0.036% | |
| 4/22/2025 | Garde Capital Inc. | 139,735 | $7.04M | 0.4% | N/A | 0.659% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 13,907 | $696K | 0.1% | +144.7% | 0.066% | |
| 4/17/2025 | Sowell Financial Services LLC | 8,352 | $421K | 0.0% | N/A | 0.040% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 30,915 | $1.56M | 0.0% | -13.2% | 0.147% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 5,500 | $277K | 0.0% | N/A | 0.026% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 25,098 | $1.26M | 0.0% | -7.8% | 0.119% | |
| 4/16/2025 | Argus Investors Counsel Inc. | 12,641 | $637K | 0.5% | +5.0% | 0.060% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 119,770 | $6.03M | 0.9% | +5.3% | 0.569% | |
| 4/14/2025 | Portside Wealth Group LLC | 53,699 | $2.70M | 0.4% | +2.5% | 0.255% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 75,689 | $3.81M | 0.4% | +38.9% | 0.359% | |
| 4/10/2025 | Sugar Maple Asset Management LLC | 27,406 | $1.38M | 1.1% | +47.7% | 0.130% | |
| 4/10/2025 | Warren Street Wealth Advisors LLC | 92,922 | $4.68M | 1.8% | +10.7% | 0.441% | |
| 4/10/2025 | Matrix Trust Co | 25,574 | $1.29M | 0.2% | +2,231.3% | 0.121% | |
| 4/10/2025 | Portside Wealth Group LLC | 52,365 | $2.63M | 0.5% | -35.4% | 0.249% | |
| 4/9/2025 | Sweeney & Michel LLC | 30,116 | $1.51M | 0.6% | N/A | 0.143% | |
| 4/9/2025 | Wallace Advisory Group LLC | 4,020 | $202K | 0.1% | -86.0% | 0.019% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 27,229 | $1.37M | 0.0% | -24.1% | 0.130% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 12,794 | $644K | 0.0% | -21.5% | 0.061% | |
| 2/18/2025 | Strait & Sound Wealth Management LLC | 238,905 | $11.99M | 5.6% | -6.3% | 1.043% | |
| 2/18/2025 | JDM Financial Group LLC | 367,857 | $18.46M | 9.6% | +27.6% | 1.606% | |
| 2/17/2025 | Stadion Money Management LLC | 192,862 | $9.68M | 0.8% | -2.7% | 0.842% | |
| 2/17/2025 | Stonebrook Private Inc. | 73,898 | $3.71M | 1.0% | +21.2% | 0.323% | |
| 2/17/2025 | Measured Risk Portfolios Inc. | 27,476 | $1.38M | 1.4% | N/A | 0.120% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 212,568 | $10.67M | 0.8% | -66.0% | 0.928% | |
| 2/17/2025 | Focus Partners Wealth | 14,823 | $747K | 0.0% | N/A | 0.065% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 62,068 | $3.12M | 0.1% | N/A | 0.271% | |
| 2/17/2025 | Bank of America Corp DE | 423,104 | $21.23M | 0.0% | +60.7% | 1.847% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 223,642 | $11.22M | 0.1% | -64.8% | 0.976% | |
| 2/17/2025 | Acorn Financial Advisory Services Inc. ADV | 14,792 | $742K | 0.1% | +62.1% | 0.065% | |
| 2/14/2025 | Jane Street Group LLC | 73,411 | $3.68M | 0.0% | +520.7% | 0.320% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 8,678 | $435K | 0.0% | -71.0% | 0.038% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 165,569 | $8.31M | 0.0% | -3.4% | 0.723% | |
| 2/14/2025 | Susquehanna International Group LLP | 72,247 | $3.63M | 0.0% | +166.1% | 0.315% | |
| 2/14/2025 | MML Investors Services LLC | 211,337 | $10.61M | 0.0% | +292.2% | 0.922% | |
| 2/14/2025 | Holcombe Financial Inc. | 6,224 | $312K | 0.3% | N/A | 0.027% | |
| 2/13/2025 | Evergreen Capital Management LLC | 46,458 | $2.33M | 0.1% | N/A | 0.203% | |
| 2/13/2025 | Townsquare Capital LLC | 274,694 | $13.78M | 0.2% | -42.2% | 1.199% | |
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| 2/13/2025 | Bank of Montreal Can | 283,120 | $14.21M | 0.0% | +12.9% | 1.236% | |
| 2/13/2025 | Certior Financial Group LLC | 8,570 | $430K | 0.4% | N/A | 0.037% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 27,782 | $1.39M | 0.0% | -35.9% | 0.121% | |
| 2/12/2025 | RWA Wealth Partners LLC | 8,025 | $403K | 0.0% | -42.4% | 0.035% | |
| 2/12/2025 | Hobbs Group Advisors LLC | 100,514 | $5.04M | 1.9% | +15.7% | 0.439% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 30,896 | $1.55M | 0.0% | -93.6% | 0.135% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 108,707 | $5.46M | 0.0% | -0.7% | 0.474% | |
| 2/10/2025 | BlackDiamond Wealth Management LLC | 9,155 | $459K | 0.3% | -48.0% | 0.040% | |
| 2/10/2025 | Corient Private Wealth LLC | 4,048 | $203K | 0.0% | -48.3% | 0.018% | |
| 2/10/2025 | Blume Capital Management Inc. | 259,429 | $13.02M | 2.9% | +9.9% | 1.132% | |
