| 2/18/2025 | First Heartland Consultants Inc. | 52,695 | $2.26M | 0.2% | +29.9% | 0.941% | |
| 2/17/2025 | Vident Advisory LLC | 152,722 | $6.54M | 0.1% | N/A | 2.727% | |
| 2/17/2025 | CoreCap Advisors LLC | 13,656 | $585K | 0.0% | -4.0% | 0.244% | |
| 2/17/2025 | Cetera Investment Advisers | 15,787 | $676K | 0.0% | -8.7% | 0.282% | |
| 2/17/2025 | Ameriprise Financial Inc. | 85,671 | $3.67M | 0.0% | -20.5% | 1.530% | |
| 2/14/2025 | Jane Street Group LLC | 5,907 | $253K | 0.0% | N/A | 0.105% | |
| 2/14/2025 | Susquehanna International Group LLP | 46,949 | $2.01M | 0.0% | +40.1% | 0.838% | |
| 2/14/2025 | Optivise Advisory Services LLC | 6,407 | $274K | 0.1% | +6.2% | 0.114% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 8,800 | $377K | 0.0% | N/A | 0.157% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 5,444 | $233K | 0.1% | +10.7% | 0.097% | |
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| 2/13/2025 | Belpointe Asset Management LLC | 37,824 | $1.63M | 0.1% | -2.6% | 0.675% | |
| 2/13/2025 | CreativeOne Wealth LLC | 289,396 | $12.40M | 0.4% | -28.4% | 5.168% | |
| 2/13/2025 | Raymond James Financial Inc. | 47,219 | $2.02M | 0.0% | N/A | 0.843% | |
| 2/13/2025 | Faithward Advisors LLC | 193,826 | $8.30M | 1.4% | -1.1% | 3.461% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 9,053 | $388K | 0.0% | +5.1% | 0.162% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 4,943 | $212K | 0.0% | N/A | 0.088% | |
| 2/11/2025 | Hill Island Financial LLC | 243,218 | $10.42M | 3.0% | +1.2% | 4.343% | |
| 2/11/2025 | LPL Financial LLC | 256,808 | $11.00M | 0.0% | +5.0% | 4.586% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 105,325 | $4.51M | 0.4% | +6.4% | 1.881% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 14,911 | $639K | 0.0% | +17.3% | 0.266% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 16,192 | $693K | 0.0% | -1.9% | 0.289% | |
| 2/10/2025 | Bare Financial Services Inc | 225,539 | $9.66M | 3.9% | +11.8% | 4.027% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 115,740 | $4.96M | 0.3% | +17.0% | 2.067% | |
| 2/7/2025 | Inspire Advisors LLC | 7,971 | $341K | 0.0% | -32.0% | 0.142% | |
| 2/7/2025 | Frontier Asset Management LLC | 14,473 | $620K | 0.2% | +1.9% | 0.258% | |
| 2/6/2025 | Raymond James Financial Inc. | 47,219 | $2.02M | 0.0% | N/A | 0.843% | |
| 2/6/2025 | Sound Financial Strategies Group LLC | 20,358 | $872K | 0.7% | -2.3% | 0.364% | |
| 2/6/2025 | LVZ Inc. | 67,604 | $2.90M | 0.4% | +2.0% | 1.207% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,339 | $143K | 0.0% | +223.2% | 0.060% | |
| 2/5/2025 | Christian Investment Advisors Inc. | 643,049 | $27.54M | 19.9% | N/A | 11.483% | |
| 2/4/2025 | Midwest Capital Advisors LLC | 2,798 | $120K | 0.1% | N/A | 0.050% | |
| 2/3/2025 | Sigma Planning Corp | 5,073 | $217K | 0.0% | -5.5% | 0.091% | |
| 2/3/2025 | Turning Point Benefit Group Inc. | 18,139 | $781K | 0.7% | N/A | 0.324% | |
| 1/31/2025 | 3EDGE Asset Management LP | 5,788 | $248K | 0.0% | N/A | 0.103% | |
| 1/31/2025 | Venturi Wealth Management LLC | 917 | $39K | 0.0% | +102.9% | 0.016% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 71,334 | $3.06M | 0.1% | -1.9% | 1.274% | |
| 1/30/2025 | Allworth Financial LP | 4,714 | $213K | 0.0% | N/A | 0.084% | |
| 1/30/2025 | Vicus Capital | 18,224 | $781K | 0.1% | +4.1% | 0.325% | |
| 1/29/2025 | Values First Advisors Inc. | 8,344 | $357K | 0.2% | +89.4% | 0.149% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 814 | $35K | 0.0% | N/A | 0.015% | |
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| 1/27/2025 | Silver Oak Securities Incorporated | 121,566 | $5.22M | 0.5% | +8.4% | 2.171% | |
| 1/27/2025 | Financial Advocates Investment Management | 12,839 | $550K | 0.0% | +3.4% | 0.229% | |
| 1/27/2025 | Win Advisors Inc. | 27,207 | $1.17M | 0.6% | +23.5% | 0.486% | |
| 1/24/2025 | HHM Wealth Advisors LLC | 4,427 | $190K | 0.0% | +23.8% | 0.079% | |
| 1/23/2025 | Strategic Blueprint LLC | 13,401 | $574K | 0.0% | +17.8% | 0.239% | |
| 1/22/2025 | Blue Trust Inc. | 663 | $29K | 0.0% | +204.1% | 0.012% | |
| 1/21/2025 | Stewardship Advisors LLC | 17,525 | $751K | 0.2% | -78.1% | 0.313% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 174,781 | $7.49M | 0.3% | +0.3% | 3.121% | |
| 1/15/2025 | Whitaker Myers Wealth Managers LTD. | 9,952 | $426K | 0.1% | +26.3% | 0.178% | |
| 1/15/2025 | TrueWealth Advisors LLC | 14,870 | $637K | 0.2% | +14.6% | 0.266% | |
| 1/15/2025 | Legacy Wealth Asset Management LLC | 51,005 | $2.18M | 0.6% | -0.6% | 0.911% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 600 | $26K | 0.0% | N/A | 0.011% | |
| 1/13/2025 | HFG Wealth Management LLC | 18,371 | $808K | 0.5% | -1.3% | 0.328% | |
| 1/13/2025 | Brookstone Capital Management | 7,221 | $309K | 0.0% | +40.2% | 0.129% | |
| 1/6/2025 | O Connor Financial Group LLC | 200,142 | $8.57M | 4.5% | +1.3% | 3.574% | |
| 11/15/2024 | MML Investors Services LLC | 7,295 | $321K | 0.0% | +43.3% | 0.130% | |
| 11/14/2024 | CreativeOne Wealth LLC | 403,961 | $17.77M | 0.6% | +1.0% | 7.214% | |
| 11/12/2024 | Larson Financial Group LLC | 3,174 | $140K | 0.0% | +13.5% | 0.057% | |
| 11/12/2024 | StoneX Group Inc. | 17,925 | $789K | 0.1% | +3.0% | 0.320% | |
| 11/8/2024 | EverSource Wealth Advisors LLC | 98,926 | $4.35M | 0.3% | -22.1% | 1.767% | |
| 11/8/2024 | Avior Wealth Management LLC | 4,012 | $177K | 0.0% | +16.4% | 0.072% | |
| 11/7/2024 | OneAscent Wealth Management LLC | 6,645 | $292K | 0.1% | N/A | 0.119% | |
| 11/1/2024 | Atria Investments Inc | 16,689 | $734K | 0.0% | +4.3% | 0.298% | |
| 10/29/2024 | TrueWealth Advisors LLC | 12,979 | $571K | 0.2% | -48.5% | 0.232% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 99,036 | $4.36M | 0.4% | +2.8% | 1.769% | |
| 10/25/2024 | Strategic Blueprint LLC | 11,373 | $500K | 0.0% | -5.2% | 0.203% | |
| 10/24/2024 | Sound Stewardship LLC | 15,076 | $663K | 0.4% | -2.3% | 0.269% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 72,729 | $3.20M | 0.1% | +1.4% | 1.299% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 112,135 | $4.92M | 0.5% | +7,915.4% | 2.002% | |
| 10/23/2024 | Values First Advisors Inc. | 4,405 | $194K | 0.1% | N/A | 0.079% | |
| 10/22/2024 | International Assets Investment Management LLC | 47,395 | $2.09M | 0.0% | +4,308.8% | 0.846% | |
| 10/21/2024 | Vicus Capital | 17,501 | $770K | 0.1% | +10.1% | 0.313% | |
| 10/21/2024 | Stewardship Advisors LLC | 80,094 | $3.52M | 1.0% | +0.5% | 1.430% | |
| 10/18/2024 | Whitaker Myers Wealth Managers LTD. | 7,881 | $347K | 0.1% | +6.3% | 0.141% | |
| 10/17/2024 | Inspire Advisors LLC | 11,729 | $516K | 0.1% | +21.2% | 0.209% | |
| 10/8/2024 | O Connor Financial Group LLC | 197,660 | $8.70M | 4.6% | -2.3% | 3.530% | |
| 10/8/2024 | Brookstone Capital Management | 5,149 | $227K | 0.0% | +7.6% | 0.092% | |
| 8/20/2024 | HFG Wealth Management LLC | 18,622 | $756K | 0.5% | -3.2% | 0.333% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 21,536 | $874K | 0.0% | +7.8% | 0.385% | |
| 8/14/2024 | CreativeOne Wealth LLC | 399,964 | $16.23M | 0.8% | -8.0% | 7.142% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 126,929 | $5.37M | 0.3% | +7.3% | 2.267% | |
| 8/10/2024 | Hill Island Financial LLC | 236,588 | $9.60M | 3.1% | +0.5% | 4.225% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 71,718 | $2.91M | 0.1% | -19.5% | 1.281% | |
| 8/8/2024 | Inspire Advisors LLC | 9,681 | $393K | 0.1% | -92.7% | 0.173% | |
| 8/8/2024 | Frontier Asset Management LLC | 18,330 | $744K | 0.3% | +6.3% | 0.327% | |
| 8/2/2024 | Larson Financial Group LLC | 2,797 | $113K | 0.0% | +27.8% | 0.050% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 1,000 | $41K | 0.0% | N/A | 0.018% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,075 | $44K | 0.0% | N/A | 0.019% | |
| 7/27/2024 | Whitaker Myers Wealth Managers LTD. | 7,413 | $301K | 0.1% | +5.1% | 0.132% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 74,812 | $3.04M | 0.0% | +5.4% | 1.336% | |
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| 7/25/2024 | First Heartland Consultants Inc. | 40,348 | $1.64M | 0.1% | +105.9% | 0.721% | |
| 7/25/2024 | Sigma Investment Counselors Inc. | 14,092 | $572K | 0.0% | N/A | 0.252% | |
| 7/24/2024 | TrueWealth Advisors LLC | 25,216 | $1.02M | 0.4% | +4.3% | 0.450% | |
| 7/24/2024 | Sound Stewardship LLC | 15,434 | $626K | 0.4% | +8.5% | 0.276% | |
| 7/24/2024 | LVZ Inc. | 67,014 | $2.72M | 0.4% | -3.7% | 1.197% | |
| 7/23/2024 | Geneos Wealth Management Inc. | 167,712 | $6.81M | 0.3% | +6.2% | 2.995% | |
| 7/23/2024 | Vicus Capital | 15,898 | $645K | 0.1% | +6.5% | 0.284% | |
| 7/18/2024 | Brookstone Capital Management | 4,785 | $200K | 0.0% | N/A | 0.085% | |
| 7/10/2024 | Stewardship Advisors LLC | 79,672 | $3.23M | 1.1% | +256.5% | 1.423% | |
| 7/9/2024 | Mather Group LLC. | 1,000 | $42K | 0.0% | N/A | 0.018% | |
