| 8/12/2025 | JPMorgan Chase & Co. | 7,394 | $191K | 0.0% | -21.7% | 0.031% | |
| 8/11/2025 | TRUE Private Wealth Advisors | 647,638 | $16.74M | 1.9% | N/A | 2.756% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 17,313 | $448K | 0.0% | -3.4% | 0.074% | |
| 8/8/2025 | Cetera Investment Advisers | 22,894 | $592K | 0.0% | -1.7% | 0.097% | |
| 8/8/2025 | Creative Planning | 12,502 | $323K | 0.0% | N/A | 0.053% | |
| 8/8/2025 | Evolution Wealth Advisors LLC | 155,053 | $4.01M | 0.6% | -6.2% | 0.660% | |
| 8/8/2025 | Wealth Alliance LLC | 99,059 | $2.56M | 0.3% | N/A | 0.422% | |
| 8/6/2025 | AE Wealth Management LLC | 12,936 | $334K | 0.0% | +17.5% | 0.055% | |
| 8/5/2025 | Marion Wealth Management | 16,047 | $415K | 0.1% | -33.7% | 0.068% | |
| 8/4/2025 | Assetmark Inc. | 18,944 | $490K | 0.0% | +69.9% | 0.081% | |
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| 7/31/2025 | Focus Partners Advisor Solutions LLC | 20,119 | $520K | 0.0% | -25.6% | 0.086% | |
| 7/31/2025 | Carrera Capital Advisors | 66,827 | $1.73M | 0.3% | -6.7% | 0.284% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 97,293 | $2.52M | 0.0% | -27.0% | 0.414% | |
| 7/31/2025 | GenTrust LLC | 42,760 | $1.11M | 0.1% | N/A | 0.182% | |
| 7/30/2025 | Brookstone Capital Management | 22,180 | $573K | 0.0% | +28.9% | 0.094% | |
| 7/30/2025 | VCI Wealth Management LLC | 195,133 | $5.04M | 1.8% | +8.4% | 0.830% | |
| 7/29/2025 | Madison Wealth Partners Inc | 9,570 | $247K | 0.1% | -30.4% | 0.041% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 7,556 | $195K | 0.0% | -99.3% | 0.032% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 60,388 | $1.56M | 0.3% | +8.3% | 0.257% | |
| 7/23/2025 | Vontobel Holding Ltd. | 202,000 | $5.22M | 0.0% | -37.5% | 0.863% | |
| 7/23/2025 | Peak Financial Management Inc. | 65,102 | $1.68M | 0.5% | -73.3% | 0.278% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 8,166 | $211K | 0.1% | N/A | 0.035% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,161 | $30K | 0.0% | N/A | 0.005% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,974 | $310K | 0.0% | +31.5% | 0.051% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 62,100 | $1.61M | 0.0% | +314.0% | 0.265% | |
| 7/18/2025 | Truist Financial Corp | 400,194 | $10.35M | 0.0% | -10.7% | 1.710% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 1,530 | $40K | 0.0% | N/A | 0.007% | |
| 7/17/2025 | Avior Wealth Management LLC | 85,659 | $2.21M | 0.1% | -2.4% | 0.366% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 71,318 | $1.88M | 0.3% | +1.6% | 0.305% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 14,088 | $364K | 0.2% | N/A | 0.060% | |
| 7/15/2025 | EWG Elevate Inc. | 20,818 | $538K | 0.2% | -2.1% | 0.089% | |
| 7/15/2025 | Alhambra Investment Management LLC | 79,965 | $2.07M | 1.0% | +2.5% | 0.342% | |
| 7/7/2025 | Aletheian Wealth Advisors LLC | 59,518 | $1.54M | 0.8% | +30.5% | 0.254% | |
| 5/20/2025 | Focus Partners Wealth | 274,387 | $7.26M | 0.0% | +1.3% | 1.153% | |
| 5/19/2025 | Jane Street Group LLC | 137,798 | $3.65M | 0.0% | +3.2% | 0.579% | |
| 5/16/2025 | Hancock Whitney Corp | 134,741 | $3.57M | 0.1% | +676.6% | 0.522% | |
| 5/16/2025 | Alliancebernstein L.P. | 781,157 | $20.68M | 0.0% | +0.1% | 3.028% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 27,039 | $716K | 0.0% | +1.9% | 0.105% | |
| 5/15/2025 | Royal Bank of Canada | 18,112 | $480K | 0.0% | +13.6% | 0.070% | |
| 5/15/2025 | MAI Capital Management | 1,347 | $36K | 0.0% | +711.4% | 0.005% | |
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| 5/15/2025 | Baird Financial Group Inc. | 49,841 | $1.32M | 0.0% | -7.0% | 0.193% | |
| 5/14/2025 | Note Advisors LLC | 58,215 | $1.54M | 1.3% | +11.4% | 0.226% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 284,272 | $7.53M | 0.0% | -5.1% | 1.102% | |
| 5/14/2025 | Kestra Advisory Services LLC | 46,968 | $1.24M | 0.0% | -19.4% | 0.182% | |
| 5/14/2025 | Compound Planning Inc. | 266,496 | $7.05M | 0.3% | +10.1% | 1.033% | |
| 5/14/2025 | Flow Traders U.S. LLC | 140,457 | $3.72M | 0.2% | N/A | 0.544% | |
| 5/14/2025 | Hsbc Holdings PLC | 18,577 | $492K | 0.0% | +12.3% | 0.072% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 29,930 | $792K | 0.0% | -42.3% | 0.116% | |
| 5/13/2025 | Cresset Asset Management LLC | 26,900 | $712K | 0.0% | +7.6% | 0.104% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 19,045 | $504K | 0.1% | -74.0% | 0.074% | |
| 5/13/2025 | HighTower Advisors LLC | 9,947 | $263K | 0.0% | +9.6% | 0.039% | |
| 5/13/2025 | Peak Financial Management Inc. | 244,053 | $6.46M | 1.9% | -0.4% | 0.946% | |
| 5/12/2025 | Simplex Trading LLC | 2,880 | $76K | 0.0% | +18.5% | 0.011% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 165,334 | $4.38M | 0.7% | -50.8% | 0.641% | |
| 5/7/2025 | Carrera Capital Advisors | 71,594 | $1.90M | 0.4% | -79.7% | 0.277% | |
| 5/7/2025 | LPL Financial LLC | 74,335 | $1.97M | 0.0% | -45.5% | 0.288% | |
| 5/6/2025 | Assetmark Inc. | 11,150 | $295K | 0.0% | N/A | 0.043% | |
| 5/6/2025 | Cetera Investment Advisers | 23,283 | $616K | 0.0% | -13.2% | 0.090% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,501 | $357K | 0.0% | +10.2% | 0.052% | |
| 5/6/2025 | AE Wealth Management LLC | 11,011 | $291K | 0.0% | +177.8% | 0.043% | |
| 5/6/2025 | VCI Wealth Management LLC | 180,093 | $4.77M | 2.0% | +3.9% | 0.698% | |
| 5/5/2025 | Nwam LLC | 158,429 | $4.19M | 0.4% | -13.7% | 0.614% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 17,922 | $474K | 0.0% | -8.5% | 0.069% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 55,754 | $1.48M | 0.3% | +209.6% | 0.216% | |
| 5/1/2025 | CWM LLC | 17,416 | $461K | 0.0% | -6.1% | 0.068% | |
| 4/30/2025 | Cerity Partners LLC | 39,103 | $1.04M | 0.0% | +35.7% | 0.152% | |
| 4/30/2025 | Trek Financial LLC | 48,650 | $1.29M | 0.1% | N/A | 0.189% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 92,091 | $2.44M | 0.0% | -10.0% | 0.357% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,664 | $44K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Vontobel Holding Ltd. | 323,300 | $8.56M | 0.0% | N/A | 1.253% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 1,053,158 | $27.88M | 7.5% | N/A | 4.082% | |
| 4/25/2025 | Northwest Wealth Management LLC | 9,857 | $261K | 0.1% | +4.7% | 0.038% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 133,293 | $3.53M | 0.0% | -12.4% | 0.517% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 15,000 | $392K | 0.0% | -44.0% | 0.058% | |
| 4/23/2025 | Perigon Wealth Management LLC | 22,781 | $603K | 0.0% | +53.0% | 0.090% | |
| 4/22/2025 | Cabana LLC | 39,852 | $1.06M | 6.6% | -53.3% | 0.158% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 23,067 | $611K | 0.0% | -4.9% | 0.092% | |
| 4/22/2025 | Madison Wealth Partners Inc | 13,757 | $364K | 0.1% | -7.5% | 0.055% | |
| 4/22/2025 | Hubbell Strickland Wealth Management LLC | 13,674 | $362K | 0.2% | -5.9% | 0.054% | |
| 4/21/2025 | Avior Wealth Management LLC | 87,778 | $2.32M | 0.1% | -1.7% | 0.348% | |
| 4/17/2025 | Arkansas Financial Group Inc. | 70,171 | $1.70M | 0.3% | +5.4% | 0.277% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 10,362 | $274K | 0.0% | -9.6% | 0.041% | |
| 4/15/2025 | Alhambra Investment Management LLC | 77,981 | $2.06M | 1.1% | +20.4% | 0.308% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,718 | $72K | 0.0% | +56.4% | 0.011% | |
| 4/11/2025 | Godsey & Gibb Inc. | 1,212 | $32K | 0.0% | N/A | 0.005% | |
| 4/11/2025 | Pines Wealth Management LLC | 34,314 | $908K | 0.4% | -23.8% | 0.135% | |
| 4/10/2025 | EWG Elevate Inc. | 21,256 | $563K | 0.2% | -7.3% | 0.084% | |
| 4/8/2025 | Aletheian Wealth Advisors LLC | 45,604 | $1.21M | 0.7% | +16.7% | 0.180% | |
| 4/8/2025 | Marion Wealth Management | 24,214 | $641K | 0.2% | -36.7% | 0.095% | |
| 4/7/2025 | AdvisorNet Financial Inc | 1,369 | $36K | 0.0% | +961.2% | 0.005% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,684 | $220K | 0.0% | N/A | 0.032% | |
| 2/18/2025 | Sunbelt Securities Inc. | 133,848 | $3.37M | 0.3% | +28,257.6% | 0.498% | |
| 2/18/2025 | Pettinga Financial Advisors LLC | 18,008 | $456K | 0.1% | -52.3% | 0.067% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 26,529 | $671K | 0.0% | +46.5% | 0.099% | |
| 2/18/2025 | Note Advisors LLC | 52,264 | $1.32M | 1.2% | N/A | 0.194% | |
| 2/17/2025 | Focus Partners Wealth | 270,972 | $6.86M | 0.0% | +20.3% | 1.007% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 84,321 | $2.13M | 0.1% | -48.2% | 0.313% | |
| 2/17/2025 | CoreCap Advisors LLC | 9,789 | $248K | 0.0% | -4.6% | 0.036% | |
| 2/17/2025 | Cetera Investment Advisers | 26,827 | $679K | 0.0% | +15.2% | 0.100% | |
| 2/17/2025 | Baird Financial Group Inc. | 53,578 | $1.36M | 0.0% | N/A | 0.199% | |
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