| 1/31/2025 | Global Retirement Partners LLC | 19,765 | $299K | 0.0% | -30.3% | 0.005% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 65,873 | $1.01M | 0.0% | +1.1% | 0.017% | |
| 1/31/2025 | Venturi Wealth Management LLC | 5,100 | $77K | 0.0% | N/A | 0.001% | |
| 1/31/2025 | D.A. Davidson & CO. | 377,811 | $5.71M | 0.0% | +3.1% | 0.097% | |
| 1/31/2025 | Truist Financial Corp | 71,999 | $1.09M | 0.0% | +8.1% | 0.018% | |
| 1/31/2025 | Sanctuary Advisors LLC | 275,503 | $4.15M | 0.0% | +57.2% | 0.071% | |
| 1/30/2025 | Csenge Advisory Group | 55,064 | $833K | 0.0% | +2.6% | 0.014% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 97,395 | $1.47M | 0.3% | -53.5% | 0.025% | |
| 1/30/2025 | Sage Advisors LLC | 2,075,330 | $31.38M | 23.4% | +3.9% | 0.532% | |
| 1/30/2025 | Arcus Capital Partners LLC | 25,738 | $396K | 0.1% | N/A | 0.007% | |
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| 1/29/2025 | Van ECK Associates Corp | 4,487,712 | $67.85M | 0.1% | -39.9% | 1.150% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 10,048 | $152K | 0.0% | -15.6% | 0.003% | |
| 1/29/2025 | Certuity LLC | 60,047 | $908K | 0.1% | -6.1% | 0.015% | |
| 1/28/2025 | Stephens Inc. AR | 3,326,298 | $50.29M | 0.7% | +3.3% | 0.852% | |
| 1/28/2025 | Strid Group LLC | 13,799 | $209K | 0.0% | N/A | 0.004% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 30,724 | $465K | 0.0% | -10.9% | 0.008% | |
| 1/28/2025 | Apollon Wealth Management LLC | 119,056 | $1.80M | 0.0% | +8.2% | 0.031% | |
| 1/28/2025 | Sumitomo Mitsui Trust Group Inc. | 551,955 | $8.35M | 0.0% | -9.9% | 0.141% | |
| 1/27/2025 | Tectonic Advisors LLC | 609,881 | $9.22M | 0.6% | +15.4% | 0.156% | |
| 1/27/2025 | Hager Investment Management Services LLC | 15,340 | $232K | 0.1% | N/A | 0.004% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 26,555 | $402K | 0.0% | -89.7% | 0.007% | |
| 1/27/2025 | MAS Advisors LLC | 19,608 | $296K | 0.5% | +16.0% | 0.005% | |
| 1/24/2025 | abrdn plc | 154,939 | $2.35M | 0.0% | -7.8% | 0.040% | |
| 1/24/2025 | Magnolia Capital Advisors LLC | 85,858 | $1.30M | 0.6% | +5.8% | 0.022% | |
| 1/24/2025 | Round Rock Advisors LLC | 45,532 | $688K | 0.1% | N/A | 0.012% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 94,196 | $1.42M | 0.0% | +18.6% | 0.024% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 546,958 | $8.07M | 0.3% | +1.6% | 0.140% | |
| 1/24/2025 | Total Clarity Wealth Management Inc. | 17,887 | $270K | 0.1% | +24.4% | 0.005% | |
| 1/23/2025 | Caprock Group LLC | 21,302 | $330K | 0.0% | -26.0% | 0.005% | |
| 1/23/2025 | Turtle Creek Wealth Advisors LLC | 17,827 | $270K | 0.1% | -6.4% | 0.005% | |
| 1/23/2025 | Gilbert & Cook Inc. | 51,176 | $774K | 0.1% | +74.5% | 0.013% | |
| 1/23/2025 | First Affirmative Financial Network | 18,731 | $283K | 0.2% | -11.1% | 0.005% | |
| 1/23/2025 | SteelPeak Wealth LLC | 37,725 | $584K | 0.0% | +4.7% | 0.010% | |
| 1/22/2025 | Perigon Wealth Management LLC | 29,082 | $433K | 0.0% | +14.2% | 0.007% | |
| 1/22/2025 | Acorn Creek Capital LLC | 21,512 | $325K | 0.2% | N/A | 0.006% | |
| 1/22/2025 | Epiq Partners LLC | 410,230 | $6.20M | 3.4% | +3.0% | 0.105% | |
| 1/22/2025 | Union Bancaire Privee UBP SA | 64,547 | $976K | 0.0% | N/A | 0.017% | |
| 1/22/2025 | Blue Trust Inc. | 15,261 | $222K | 0.0% | +9.5% | 0.004% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 258,931 | $3.92M | 0.3% | +89.0% | 0.066% | |
| 1/22/2025 | Register Financial Advisors LLC | 12,261 | $185K | 0.1% | +19.9% | 0.003% | |
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| 1/21/2025 | Fifth Third Bancorp | 2,922 | $44K | 0.0% | +192.2% | 0.001% | |
| 1/21/2025 | DGS Capital Management LLC | 13,938 | $211K | 0.1% | -25.7% | 0.004% | |
| 1/21/2025 | Sound Income Strategies LLC | 3,024,260 | $45.73M | 2.8% | +6.4% | 0.775% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 36,217 | $548K | 0.0% | +5.3% | 0.009% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 1,763,169 | $26.66M | 0.1% | +1.4% | 0.452% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 40,687 | $615K | 0.1% | +1.8% | 0.010% | |
| 1/16/2025 | Prairiewood Capital LLC | 254,244 | $3.84M | 1.6% | +8.9% | 0.065% | |
| 1/16/2025 | Mandatum Life Insurance Co Ltd | 45,051 | $681K | 0.2% | +16.4% | 0.012% | |
| 1/15/2025 | TruWealth Advisors LLC | 42,803 | $647K | 0.0% | N/A | 0.011% | |
| 1/15/2025 | HB Wealth Management LLC | 275,185 | $4.16M | 0.0% | +6.1% | 0.071% | |
| 1/15/2025 | Westend Capital Management LLC | 4,816 | $73K | 0.0% | +58.8% | 0.001% | |
| 1/15/2025 | Arkadios Wealth Advisors | 50,195 | $759K | 0.0% | +80.9% | 0.013% | |
| 1/15/2025 | Border to Coast Pensions Partnership Ltd | 1,200,000 | $18.13M | 0.4% | -14.3% | 0.308% | |
| 1/15/2025 | Channel Wealth LLC | 44,500 | $673K | 0.2% | +1.9% | 0.011% | |
| 1/15/2025 | Ritholtz Wealth Management | 37,698 | $570K | 0.0% | +58.5% | 0.010% | |
| 1/15/2025 | Mirador Capital Partners LP | 30,474 | $461K | 0.1% | +7.7% | 0.008% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 223,366 | $3.38M | 0.2% | -5.3% | 0.057% | |
| 1/14/2025 | Redhawk Wealth Advisors Inc. | 44,864 | $678K | 0.1% | -6.9% | 0.011% | |
| 1/14/2025 | SeaCrest Wealth Management LLC | 109,684 | $1.66M | 0.2% | +18.8% | 0.028% | |
| 1/13/2025 | FNY Investment Advisers LLC | 53,900 | $814K | 0.4% | N/A | 0.014% | |
| 1/13/2025 | Pallas Capital Advisors LLC | 34,510 | $522K | 0.0% | -31.5% | 0.009% | |
| 1/13/2025 | Salem Investment Counselors Inc. | 329,975 | $4.99M | 0.2% | -11.6% | 0.085% | |
| 1/13/2025 | Adams Asset Advisors LLC | 69,555 | $1.05M | 0.1% | +6.2% | 0.018% | |
| 1/13/2025 | Brookstone Capital Management | 99,820 | $1.51M | 0.0% | +13.4% | 0.026% | |
| 1/13/2025 | Winthrop Advisory Group LLC | 57,529 | $870K | 0.1% | N/A | 0.015% | |
| 1/10/2025 | Trinity Financial Advisors LLC | 945,289 | $14.78M | 5.6% | +7.0% | 0.242% | |
| 1/8/2025 | Sterneck Capital Management LLC | 16,943 | $256K | 0.1% | N/A | 0.004% | |
| 1/6/2025 | Fortem Financial Group LLC | 95,885 | $1.45M | 0.6% | +5.4% | 0.025% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,261,947 | $32.96M | 0.0% | -8.2% | 0.580% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 44,239 | $662K | 0.0% | -3.4% | 0.011% | |
| 12/10/2024 | DGS Capital Management LLC | 18,752 | $273K | 0.1% | -4.2% | 0.005% | |
| 11/27/2024 | Franklin Resources Inc. | 742,041 | $11.12M | 0.0% | +11.2% | 0.190% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 19,446 | $283K | 0.0% | N/A | 0.005% | |
| 11/25/2024 | Sanctuary Advisors LLC | 175,305 | $2.67M | 0.0% | +4.7% | 0.045% | |
| 11/20/2024 | Virtu Financial LLC | 38,168 | $556K | 0.0% | -20.3% | 0.010% | |
| 11/18/2024 | Fortem Financial Group LLC | 90,969 | $1.33M | 0.5% | -28.6% | 0.023% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 25,803 | $376K | 0.0% | -30.5% | 0.007% | |
| 11/15/2024 | Nomura Asset Management Co. Ltd. | 12,719 | $185K | 0.0% | +112.7% | 0.003% | |
| 11/15/2024 | Y Intercept Hong Kong Ltd | 61,456 | $895K | 0.1% | +82.3% | 0.016% | |
| 11/15/2024 | MML Investors Services LLC | 28,277 | $412K | 0.0% | +24.3% | 0.007% | |
| 11/15/2024 | Northeast Financial Consultants Inc | 18,016 | $262K | 0.0% | N/A | 0.005% | |
| 11/15/2024 | National Bank of Canada FI | 4,160 | $61K | 0.0% | +144.7% | 0.001% | |
| 11/15/2024 | Insigneo Advisory Services LLC | 48,312 | $704K | 0.1% | -28.5% | 0.012% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 16,900 | $246K | 0.0% | +69.0% | 0.004% | |
| 11/15/2024 | Two Sigma Advisers LP | 4,004,100 | $58.34M | 0.1% | -24.5% | 1.026% | |
| 11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 247,199 | $3.60M | 0.4% | +1.4% | 0.063% | |
| 11/15/2024 | Stifel Financial Corp | 878,953 | $12.81M | 0.0% | +8.5% | 0.225% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 13,259 | $193K | 0.0% | +18.3% | 0.003% | |
| 11/15/2024 | HighTower Advisors LLC | 643,666 | $9.35M | 0.0% | -3.6% | 0.165% | |
| 11/14/2024 | Tradition Wealth Management LLC | 131,941 | $1.92M | 0.2% | +2.3% | 0.034% | |
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| 11/14/2024 | Captrust Financial Advisors | 22,389 | $326K | 0.0% | +78.3% | 0.006% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 524,155 | $7.64M | 0.0% | +9.1% | 0.134% | |
| 11/14/2024 | FORA Capital LLC | 45,762 | $667K | 0.1% | N/A | 0.012% | |
| 11/13/2024 | Townsquare Capital LLC | 100,543 | $1.47M | 0.0% | -16.4% | 0.026% | |
| 11/13/2024 | Partners Group Holding AG | 336,852 | $4.91M | 0.3% | -17.2% | 0.086% | |
| 11/13/2024 | Quantbot Technologies LP | 20,576 | $300K | 0.0% | -87.5% | 0.005% | |
| 11/13/2024 | D.A. Davidson & CO. | 366,541 | $5.34M | 0.0% | +7.4% | 0.094% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 17,476 | $255K | 0.0% | -92.1% | 0.004% | |
| 11/13/2024 | Truvestments Capital LLC | 193,014 | $2.81M | 0.8% | +2.7% | 0.049% | |
| 11/12/2024 | Alpha DNA Investment Management LLC | 28,185 | $411K | 0.2% | +13.7% | 0.007% | |
