| 8/1/2025 | Pasadena Private Wealth LLC | 378,114 | $37.97M | 6.5% | N/A | 2.512% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 55,316 | $5.56M | 0.0% | +5.7% | 0.368% | |
| 7/31/2025 | 3EDGE Asset Management LP | 44,919 | $4.51M | 0.3% | N/A | 0.298% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 2,777 | $279K | 0.0% | +6.9% | 0.018% | |
| 7/30/2025 | D.A. Davidson & CO. | 33,621 | $3.38M | 0.0% | +5.2% | 0.223% | |
| 7/30/2025 | Nottingham Advisors Inc. | 29,592 | $2.97M | 0.4% | +3.2% | 0.197% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 17,230 | $1.73M | 0.3% | -22.2% | 0.114% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 109,251 | $10.97M | 2.0% | -4.1% | 0.726% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 20,532 | $2.06M | 0.0% | -14.4% | 0.136% | |
| 7/28/2025 | Harbour Investments Inc. | 95,649 | $9.61M | 0.2% | -3.3% | 0.636% | |
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| 7/28/2025 | Courier Capital LLC | 3,142 | $316K | 0.0% | +25.5% | 0.021% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 18,306 | $1.84M | 0.0% | -3.4% | 0.122% | |
| 7/25/2025 | MGO One Seven LLC | 60,168 | $6.04M | 0.2% | +9.0% | 0.400% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 14,986 | $1.51M | 0.0% | +1.3% | 0.100% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 3,263 | $328K | 0.0% | -56.4% | 0.022% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 19,581 | $1.96M | 0.5% | +31.6% | 0.130% | |
| 7/23/2025 | Guild Investment Management Inc. | 78,960 | $7.93M | 6.9% | +3.3% | 0.525% | |
| 7/23/2025 | Meitav Investment House Ltd. | 3,826 | $384K | 0.0% | -66.5% | 0.025% | |
| 7/22/2025 | Belpointe Asset Management LLC | 102,780 | $10.32M | 0.4% | -45.6% | 0.683% | |
| 7/21/2025 | Life Planning Partners Inc | 16,715 | $1.68M | 1.3% | +29.0% | 0.111% | |
| 7/21/2025 | Ascent Group LLC | 2,323 | $233K | 0.0% | N/A | 0.015% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 55,470 | $5.57M | 0.0% | +556.4% | 0.369% | |
| 7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 8,260 | $829K | 0.1% | +19.5% | 0.055% | |
| 7/18/2025 | Precision Wealth Strategies LLC | 35,484 | $3.56M | 1.2% | +11.2% | 0.236% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 31,120 | $3.13M | 0.8% | +21.8% | 0.207% | |
| 7/18/2025 | Truist Financial Corp | 64,660 | $6.49M | 0.0% | -10.3% | 0.430% | |
| 7/17/2025 | K2 Financial Inc. | 6,258 | $627K | 0.6% | -5.3% | 0.041% | |
| 7/17/2025 | Capital Investment Advisors LLC | 423,479 | $42.53M | 0.8% | +104.1% | 2.804% | |
| 7/17/2025 | San Luis Wealth Advisors LLC | 2,312 | $232K | 0.0% | -12.3% | 0.015% | |
| 7/16/2025 | Highline Wealth Partners LLC | 67,149 | $6.74M | 2.0% | -2.1% | 0.445% | |
| 7/16/2025 | Pacific Sage Partners LLC | 90,939 | $9.13M | 1.8% | +229.5% | 0.602% | |
| 7/16/2025 | Maridea Wealth Management LLC | 4,165 | $418K | 0.1% | N/A | 0.028% | |
| 7/15/2025 | Accurate Wealth Management LLC | 281,383 | $28.19M | 4.3% | -15.2% | 1.863% | |
| 7/14/2025 | Stapp Wealth Management Pllc | 121,159 | $12.17M | 17.5% | +20.1% | 0.785% | |
| 7/11/2025 | Farther Finance Advisors LLC | 59,580 | $5.98M | 0.1% | +12.3% | 0.388% | |
| 7/11/2025 | Global X Japan Co. Ltd. | 100,808 | $10.12M | 1.0% | -75.5% | 0.657% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 90,046 | $9.02M | 0.0% | +10.7% | 0.587% | |
| 7/9/2025 | Fiduciary Alliance LLC | 22,844 | $2.29M | 0.2% | N/A | 0.149% | |
| 7/7/2025 | Peterson Wealth Advisors LLC | 246,717 | $24.78M | 4.1% | +0.2% | 1.644% | |
| 5/29/2025 | Plum Street Advisors LLC | 14,807 | $1.49M | 0.7% | +37.2% | 0.098% | |
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| 5/21/2025 | Geneos Wealth Management Inc. | 1,760 | $177K | 0.0% | +40.8% | 0.012% | |
| 5/20/2025 | Belpointe Asset Management LLC | 189,096 | $18.99M | 1.0% | N/A | 1.247% | |
| 5/19/2025 | Jane Street Group LLC | 4,379 | $440K | 0.0% | N/A | 0.029% | |
| 5/19/2025 | Alaethes Wealth LLC | 115,871 | $11.64M | 4.3% | +5.1% | 0.764% | |
| 5/16/2025 | NewEdge Advisors LLC | 52,521 | $5.28M | 0.0% | +1,430.8% | 0.346% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 159,630 | $16.03M | 0.0% | +2.6% | 1.053% | |
| 5/15/2025 | Flputnam Investment Management Co. | 62,608 | $6.29M | 0.1% | +2.4% | 0.413% | |
| 5/15/2025 | Calton & Associates Inc. | 2,972 | $299K | 0.1% | N/A | 0.020% | |
| 5/15/2025 | WPG Advisers LLC | 1,415 | $142K | 0.1% | N/A | 0.009% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 28,331 | $2.85M | 0.1% | +1.5% | 0.187% | |
| 5/14/2025 | CreativeOne Wealth LLC | 11,514 | $1.16M | 0.0% | +2.2% | 0.076% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 25,117 | $2.52M | 0.2% | N/A | 0.166% | |
| 5/14/2025 | Flow Traders U.S. LLC | 50,173 | $5.04M | 0.2% | +63.2% | 0.331% | |
| 5/13/2025 | Sei Investments Co. | 1,412,589 | $141.88M | 1.4% | -1.3% | 9.318% | |
| 5/13/2025 | Terril Brothers Inc. | 19,942 | $2.00M | 0.9% | -14.4% | 0.132% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 2,598 | $261K | 0.0% | -28.4% | 0.018% | |
| 5/9/2025 | West Michigan Advisors LLC | 5,784 | $581K | 0.2% | N/A | 0.040% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 18,957 | $1.90M | 0.0% | +105.9% | 0.132% | |
| 5/8/2025 | Harbour Investments Inc. | 98,888 | $9.93M | 0.3% | +128.0% | 0.689% | |
| 5/8/2025 | MGO One Seven LLC | 55,203 | $5.55M | 0.2% | +57.1% | 0.385% | |
| 5/8/2025 | XTX Topco Ltd | 2,985 | $300K | 0.0% | N/A | 0.021% | |
| 5/7/2025 | Nottingham Advisors Inc. | 28,686 | $2.88M | 0.4% | +22.3% | 0.200% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 113,965 | $11.45M | 2.4% | +54.1% | 0.794% | |
| 5/7/2025 | LPL Financial LLC | 717,726 | $72.09M | 0.0% | +35.2% | 5.002% | |
| 5/7/2025 | Inspire Advisors LLC | 68,059 | $6.84M | 0.8% | -6.9% | 0.474% | |
| 5/6/2025 | Cetera Investment Advisers | 66,724 | $6.70M | 0.0% | +165.1% | 0.465% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,478 | $851K | 0.0% | N/A | 0.059% | |
| 5/6/2025 | Advisor OS LLC | 2,451 | $246K | 0.0% | N/A | 0.017% | |
| 5/6/2025 | Guild Investment Management Inc. | 76,425 | $7.68M | 8.1% | +62.4% | 0.533% | |
| 5/6/2025 | PFG Advisors | 5,015 | $504K | 0.0% | +5.1% | 0.035% | |
| 5/5/2025 | Calton & Associates Inc. | 18,378 | $1.85M | 0.2% | N/A | 0.128% | |
| 5/5/2025 | Private Advisor Group LLC | 29,440 | $2.96M | 0.0% | +1,308.6% | 0.205% | |
| 5/5/2025 | Creekmur Asset Management LLC | 755,858 | $75.92M | 15.9% | +113.1% | 5.267% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 4,160 | $418K | 0.0% | N/A | 0.029% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 2,499 | $251K | 0.0% | +25.0% | 0.017% | |
| 5/1/2025 | Curtis Advisory Group LLC | 121,608 | $12.21M | 3.6% | -1.0% | 0.847% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 8,012 | $805K | 0.2% | -3.3% | 0.056% | |
| 4/30/2025 | MJP Associates Inc. ADV | 2,451 | $246K | 0.0% | N/A | 0.017% | |
| 4/30/2025 | Peterson Wealth Advisors LLC | 246,339 | $24.67M | 4.4% | +27.8% | 1.717% | |
| 4/30/2025 | 49 Wealth Management LLC | 401,496 | $40.33M | 4.9% | N/A | 2.798% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 23,990 | $2.41M | 0.0% | -7.1% | 0.167% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 2,994 | $301K | 0.0% | N/A | 0.021% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 22,155 | $2.23M | 0.4% | -11.4% | 0.154% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 52,355 | $5.26M | 0.0% | +19.9% | 0.365% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 14,797 | $1.49M | 0.0% | +19.7% | 0.103% | |
| 4/28/2025 | D.A. Davidson & CO. | 31,951 | $3.21M | 0.0% | +39.1% | 0.223% | |
| 4/28/2025 | Mutual Advisors LLC | 5,929 | $595K | 0.0% | N/A | 0.041% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 8,450 | $849K | 0.0% | N/A | 0.059% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 391 | $39K | 0.0% | -32.0% | 0.003% | |
| 4/23/2025 | SOL Capital Management CO | 43,615 | $4.38M | 0.5% | N/A | 0.304% | |
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| 4/23/2025 | Golden State Equity Partners | 2,065 | $207K | 0.0% | -6.6% | 0.014% | |
| 4/23/2025 | Pacific Sage Partners LLC | 27,602 | $2.77M | 0.6% | N/A | 0.192% | |
| 4/22/2025 | Stapp Wealth Management Pllc | 100,896 | $10.13M | 15.6% | N/A | 0.703% | |
| 4/22/2025 | Cantor Fitzgerald Investment Advisors L.P. | 6,910 | $694K | 0.1% | +141.6% | 0.048% | |
| 4/21/2025 | Lumbard & Kellner LLC | 16,992 | $1.71M | 0.8% | +10.1% | 0.118% | |
| 4/21/2025 | Global X Japan Co. Ltd. | 411,099 | $41.29M | 4.7% | +2.5% | 2.865% | |
| 4/18/2025 | Seed Wealth Management Inc. | 8,770 | $881K | 0.7% | N/A | 0.067% | |
| 4/18/2025 | San Luis Wealth Advisors LLC | 2,637 | $265K | 0.1% | -34.3% | 0.020% | |
| 4/17/2025 | Highline Wealth Partners LLC | 68,565 | $6.89M | 2.3% | +24.0% | 0.520% | |
| 4/17/2025 | Precision Wealth Strategies LLC | 31,921 | $3.21M | 2.5% | -2.4% | 0.242% | |
