| 1/31/2025 | Key Financial Inc | 54,261 | $1.25M | 0.3% | +20.0% | 0.125% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 29,621 | $683K | 0.0% | -53.5% | 0.068% | |
| 1/31/2025 | 4Thought Financial Group Inc. | 22,755 | $525K | 0.3% | +4.3% | 0.053% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 43,266 | $998K | 0.0% | +78.2% | 0.100% | |
| 1/30/2025 | Allworth Financial LP | 47,783 | $1.10M | 0.0% | +202.3% | 0.110% | |
| 1/30/2025 | Howard Wealth Management LLC | 107,818 | $2.49M | 1.3% | +20.2% | 0.249% | |
| 1/30/2025 | BXM Wealth LLC | 12,815 | $296K | 0.4% | N/A | 0.030% | |
| 1/30/2025 | Squire Investment Management Company LLC | 17,344 | $400K | 0.2% | +48.8% | 0.040% | |
| 1/30/2025 | SFE Investment Counsel | 228,979 | $5.28M | 1.1% | -14.4% | 0.529% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 65,015 | $1.50M | 0.1% | +2.8% | 0.150% | |
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| 1/28/2025 | Wealthstar Advisors LLC | 17,127 | $395K | 0.2% | N/A | 0.040% | |
| 1/28/2025 | Stephens Inc. AR | 33,889 | $782K | 0.0% | +3.7% | 0.078% | |
| 1/28/2025 | AlphaStar Capital Management LLC | 24,193 | $558K | 0.1% | -4.3% | 0.056% | |
| 1/28/2025 | Pacific Wealth Strategies Group Inc. | 86,828 | $2.00M | 1.4% | +7.7% | 0.201% | |
| 1/28/2025 | American Capital Advisory LLC | 15,820 | $365K | 0.2% | +7.8% | 0.037% | |
| 1/28/2025 | Migdal Insurance & Financial Holdings Ltd. | 563,517 | $13M | 0.2% | +0.8% | 1.290% | |
| 1/28/2025 | Leo Wealth LLC | 93,496 | $2.16M | 0.2% | +60.2% | 0.214% | |
| 1/27/2025 | Consolidated Portfolio Review Corp | 19,380 | $447K | 0.1% | +4.9% | 0.044% | |
| 1/27/2025 | Trilogy Capital Inc. | 23,414 | $540K | 0.0% | -20.0% | 0.054% | |
| 1/27/2025 | Robertson Stephens Wealth Management LLC | 11,926 | $275K | 0.0% | -16.1% | 0.027% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 15,949 | $368K | 0.0% | +8.7% | 0.036% | |
| 1/27/2025 | Fusion Family Wealth LLC | 118,504 | $2.73M | 0.3% | -0.8% | 0.271% | |
| 1/27/2025 | Verity Asset Management Inc. | 464,251 | $10.35M | 5.4% | +22.4% | 1.062% | |
| 1/24/2025 | Flavin Financial Services Inc. | 52,145 | $1.20M | 1.1% | N/A | 0.119% | |
| 1/24/2025 | Vantage Point Financial LLC | 68,528 | $1.58M | 0.9% | N/A | 0.157% | |
| 1/23/2025 | AA Financial Advisors LLC | 293,665 | $6.78M | 1.8% | +32.9% | 0.672% | |
| 1/23/2025 | Milestone Asset Management LLC | 271,658 | $6.27M | 1.4% | N/A | 0.622% | |
| 1/23/2025 | Strategic Blueprint LLC | 30,013 | $692K | 0.0% | N/A | 0.069% | |
| 1/23/2025 | Masso Torrence Wealth Management Inc. | 34,082 | $786K | 0.4% | -4.8% | 0.078% | |
| 1/22/2025 | Sound Stewardship LLC | 50,233 | $1.16M | 0.7% | +1.6% | 0.115% | |
| 1/22/2025 | IRON Financial LLC | 20,541 | $474K | 0.3% | -19.2% | 0.047% | |
| 1/22/2025 | Foundations Investment Advisors LLC | 67,997 | $1.57M | 0.0% | +318.5% | 0.156% | |
| 1/22/2025 | Legacy Financial Group LLC | 197,479 | $4.56M | 0.0% | -28.7% | 0.452% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,329 | $723K | 0.0% | +5.7% | 0.072% | |
| 1/21/2025 | Stablepoint Partners LLC | 279,967 | $6.46M | 1.2% | +2.3% | 0.641% | |
| 1/21/2025 | Gradient Investments LLC | 33,067 | $763K | 0.0% | -9.6% | 0.076% | |
| 1/21/2025 | RFG Advisory LLC | 22,918 | $529K | 0.0% | +2.7% | 0.052% | |
| 1/17/2025 | Avior Wealth Management LLC | 3,346 | $77K | 0.0% | +63.5% | 0.008% | |
| 1/17/2025 | Mutual Advisors LLC | 20,915 | $484K | 0.0% | +68.5% | 0.048% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 41,589 | $959K | 0.0% | -8.0% | 0.095% | |
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| 1/17/2025 | Paradiem LLC | 99,987 | $2.31M | 0.6% | +0.5% | 0.229% | |
| 1/17/2025 | Advisory Alpha LLC | 377,301 | $8.70M | 0.3% | +10.3% | 0.865% | |
| 1/17/2025 | Atomi Financial Group Inc. | 61,048 | $1.41M | 0.1% | +7.2% | 0.140% | |
| 1/17/2025 | Monterey Private Wealth Inc. | 9,080 | $209K | 0.1% | N/A | 0.021% | |
| 1/16/2025 | Atwood & Palmer Inc. | 1,550 | $36K | 0.0% | -74.8% | 0.004% | |
| 1/16/2025 | Ironwood Financial llc | 458,538 | $10.58M | 2.2% | +0.7% | 1.052% | |
| 1/16/2025 | Diversify Advisory Services LLC | 33,754 | $779K | 0.0% | -4.9% | 0.077% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 56,951 | $1.31M | 0.0% | +1.6% | 0.129% | |
| 1/15/2025 | FF Advisors LLC | 207,830 | $4.81M | 3.3% | -5.6% | 0.472% | |
| 1/15/2025 | Sterling Financial Group Inc. | 84,094 | $1.94M | 0.7% | -89.3% | 0.191% | |
| 1/15/2025 | Certified Advisory Corp | 20,373 | $470K | 0.1% | +17.7% | 0.046% | |
| 1/15/2025 | Carnegie Investment Counsel | 12,950 | $299K | 0.0% | -76.1% | 0.029% | |
| 1/15/2025 | Mirador Capital Partners LP | 2,489,747 | $57.44M | 10.4% | -11.1% | 5.659% | |
| 1/14/2025 | S.E.E.D. Planning Group LLC | 71,438 | $1.65M | 0.6% | -18.2% | 0.162% | |
| 1/13/2025 | BCS Wealth Management | 34,104 | $787K | 0.2% | +36.3% | 0.078% | |
| 1/13/2025 | Brookstone Capital Management | 36,856 | $850K | 0.0% | +2.8% | 0.084% | |
| 1/8/2025 | Private Client Services LLC | 131,228 | $3.03M | 1.6% | -2.3% | 0.298% | |
| 1/8/2025 | Collective Family Office LLC | 649,883 | $14.99M | 4.1% | +4.5% | 1.477% | |
| 1/7/2025 | Horizons Wealth Management | 101,952 | $2.35M | 1.8% | -3.9% | 0.232% | |
| 12/3/2024 | Denver PWM LLC | 14,848 | $343K | 0.1% | -48.8% | 0.035% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 13,774 | $318K | 0.0% | +8.4% | 0.032% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 103,789 | $2.40M | 0.8% | +4.0% | 0.243% | |
| 11/15/2024 | MML Investors Services LLC | 135,388 | $3.13M | 0.0% | -3.7% | 0.317% | |
| 11/15/2024 | Jane Street Group LLC | 175,369 | $4.06M | 0.0% | +367.6% | 0.411% | |
| 11/15/2024 | Stifel Financial Corp | 154,014 | $3.56M | 0.0% | -2.8% | 0.361% | |
| 11/15/2024 | IHT Wealth Management LLC | 324,903 | $7.51M | 0.2% | +81.0% | 0.761% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 412,295 | $9.53M | 0.1% | +6.5% | 0.966% | |
| 11/14/2024 | Captrust Financial Advisors | 170,282 | $3.94M | 0.0% | -65.1% | 0.399% | |
| 11/14/2024 | WFA of San Diego LLC | 61,985 | $1.43M | 1.2% | +1.7% | 0.145% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 128,600 | $2.97M | 0.9% | +7.1% | 0.301% | |
| 11/12/2024 | Larson Financial Group LLC | 20,113 | $465K | 0.0% | +30.7% | 0.047% | |
| 11/12/2024 | Certified Advisory Corp | 17,312 | $400K | 0.0% | +8.2% | 0.041% | |
| 11/8/2024 | Prospera Financial Services Inc | 175,678 | $4.06M | 0.1% | +36.8% | 0.411% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 100,532 | $2.32M | 0.0% | +11.6% | 0.235% | |
| 11/6/2024 | Squire Investment Management Company LLC | 11,656 | $269K | 0.1% | N/A | 0.027% | |
| 11/6/2024 | Altrius Capital Management Inc | 39,749 | $919K | 0.2% | -4.8% | 0.093% | |
| 11/6/2024 | OLD Second National Bank of Aurora | 1,085 | $25K | 0.0% | -98.9% | 0.003% | |
| 11/5/2024 | Ashton Thomas Private Wealth LLC | 87,843 | $2.03M | 0.1% | -3.7% | 0.206% | |
| 11/5/2024 | Harbour Investments Inc. | 27,400 | $633K | 0.0% | +21,306.3% | 0.064% | |
| 11/4/2024 | Alaska Permanent Capital Management | 5,142 | $119K | 0.0% | -49.4% | 0.012% | |
| 11/4/2024 | Tyler Stone Wealth Management | 154,134 | $3.56M | 0.7% | +104.2% | 0.361% | |
| 11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 559,136 | $12.93M | 0.2% | +3.6% | 1.309% | |
| 11/1/2024 | Rovin Capital UT ADV | 71,751 | $1.66M | 0.6% | -1.3% | 0.168% | |
| 11/1/2024 | Verity Asset Management Inc. | 379,410 | $8.77M | 3.3% | +68.3% | 0.889% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 45,191 | $1.05M | 0.0% | -1.9% | 0.106% | |
| 10/29/2024 | Key Financial Inc | 45,209 | $1.05M | 0.2% | +20.2% | 0.106% | |
| 10/29/2024 | Farther Finance Advisors LLC | 7,613 | $176K | 0.0% | -6.1% | 0.018% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 63,270 | $1.46M | 0.1% | +8.2% | 0.149% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 8,650 | $200K | 0.0% | N/A | 0.020% | |
| 10/28/2024 | Stephens Inc. AR | 32,681 | $756K | 0.0% | +55.2% | 0.077% | |
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| 10/28/2024 | Pacific Wealth Strategies Group Inc. | 80,606 | $1.86M | 1.4% | +18.2% | 0.189% | |
| 10/28/2024 | Reston Wealth Management LLC | 6,676 | $154K | 0.1% | N/A | 0.016% | |
| 10/28/2024 | IRON Financial LLC | 25,414 | $588K | 0.3% | -29.2% | 0.060% | |
| 10/25/2024 | SFE Investment Counsel | 267,508 | $6.19M | 1.3% | -3.4% | 0.628% | |
| 10/24/2024 | Sound Stewardship LLC | 49,451 | $1.14M | 0.6% | +2.5% | 0.116% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 24,282 | $561K | 0.0% | +112.1% | 0.057% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 41,156 | $952K | 0.0% | +316.0% | 0.097% | |
| 10/24/2024 | Consolidated Portfolio Review Corp | 18,479 | $427K | 0.1% | +4.9% | 0.043% | |
| 10/24/2024 | Masso Torrence Wealth Management Inc. | 35,802 | $828K | 0.4% | -17.5% | 0.084% | |
| 10/22/2024 | Rebalance LLC | 77,196 | $1.79M | 0.1% | -18.7% | 0.181% | |
