| 8/18/2025 | Geneos Wealth Management Inc. | 182,930 | $8.21M | 0.2% | +3.2% | 2.690% | |
| 8/15/2025 | Ameriprise Financial Inc. | 117,261 | $5.27M | 0.0% | +3.1% | 1.724% | |
| 8/14/2025 | Raymond James Financial Inc. | 45,376 | $2.04M | 0.0% | -0.8% | 0.667% | |
| 8/14/2025 | Faithward Advisors LLC | 190,299 | $8.54M | 1.3% | -0.9% | 2.799% | |
| 8/13/2025 | StoneX Group Inc. | 9,638 | $432K | 0.0% | -52.0% | 0.142% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 81,818 | $3.67M | 0.2% | -3.9% | 1.203% | |
| 8/13/2025 | Bare Financial Services Inc | 266,615 | $11.97M | 4.0% | +5.0% | 3.921% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 26,239 | $1.18M | 0.0% | +22.6% | 0.386% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 73,002 | $3.28M | 0.1% | -0.9% | 1.074% | |
| 8/11/2025 | Inspire Advisors LLC | 5,781 | $260K | 0.0% | -4.2% | 0.084% | |
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| 8/8/2025 | Cetera Investment Advisers | 19,444 | $873K | 0.0% | +16.5% | 0.284% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 6,645 | $298K | 0.0% | +26.6% | 0.097% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 933 | $42K | 0.0% | N/A | 0.014% | |
| 8/7/2025 | 49 Wealth Management LLC | 37,761 | $1.70M | 0.2% | +6.8% | 0.551% | |
| 8/7/2025 | Allworth Financial LP | 18,259 | $820K | 0.0% | +80.8% | 0.267% | |
| 8/6/2025 | Christian Investment Advisors Inc. | 618,250 | $27.76M | 19.2% | -4.6% | 9.026% | |
| 8/6/2025 | Sound Financial Strategies Group LLC | 63,099 | $2.83M | 2.4% | -5.8% | 0.921% | |
| 8/6/2025 | OneAscent Wealth Management LLC | 15,636 | $702K | 0.3% | +137.4% | 0.228% | |
| 8/5/2025 | Optivise Advisory Services LLC | 7,643 | $343K | 0.2% | +8.7% | 0.112% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 40,424 | $1.82M | 0.1% | -66.8% | 0.590% | |
| 8/1/2025 | Advisory Alpha LLC | 11,685 | $525K | 0.0% | -2.2% | 0.171% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 10,691 | $480K | 0.0% | -10.6% | 0.156% | |
| 7/31/2025 | 3EDGE Asset Management LP | 7,296 | $328K | 0.0% | -21.9% | 0.107% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 34,267 | $1.54M | 1.2% | +224.3% | 0.500% | |
| 7/30/2025 | Strategic Blueprint LLC | 8,612 | $387K | 0.0% | -35.1% | 0.126% | |
| 7/30/2025 | Brookstone Capital Management | 6,985 | $314K | 0.0% | -5.8% | 0.102% | |
| 7/28/2025 | Founders Grove Wealth Partners LLC | 10,508 | $472K | 0.1% | +40.9% | 0.153% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 21,127 | $960K | 0.0% | +3.4% | 0.308% | |
| 7/24/2025 | IFP Advisors Inc | 2,368 | $106K | 0.0% | N/A | 0.035% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,205 | $54K | 0.0% | N/A | 0.018% | |
| 7/18/2025 | Vicus Capital | 20,028 | $899K | 0.1% | +7.9% | 0.292% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 7,601 | $341K | 0.0% | +11.0% | 0.111% | |
| 7/15/2025 | LVZ Inc. | 60,708 | $2.73M | 0.3% | -3.4% | 0.886% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,658 | $119K | 0.0% | +192.7% | 0.039% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 151,438 | $6.80M | 0.6% | +6.4% | 2.227% | |
| 7/11/2025 | Financial Advisory Corp | 22,399 | $1.01M | 0.2% | +8.4% | 0.329% | |
| 7/10/2025 | Oliver Lagore Vanvalin Investment Group | 2,064 | $88K | 0.0% | N/A | 0.030% | |
| 7/7/2025 | O Connor Financial Group LLC | 36,736 | $1.68M | 0.7% | -79.6% | 0.540% | |
| 7/3/2025 | TrueWealth Advisors LLC | 35,886 | $1.61M | 0.5% | +1.2% | 0.528% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 16,772 | $712K | 0.0% | +35.4% | 0.247% | |
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| 5/21/2025 | Geneos Wealth Management Inc. | 177,224 | $7.52M | 0.3% | +1.4% | 2.411% | |
| 5/20/2025 | Belpointe Asset Management LLC | 44,539 | $1.89M | 0.1% | +17.8% | 0.606% | |
| 5/16/2025 | Faithward Advisors LLC | 192,016 | $8.15M | 1.4% | -0.9% | 2.612% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 16,772 | $712K | 0.0% | +35.4% | 0.228% | |
| 5/16/2025 | Jones Financial Companies Lllp | 197,139 | $8.37M | 0.0% | +5,804.1% | 2.682% | |
| 5/14/2025 | CreativeOne Wealth LLC | 6,077 | $258K | 0.0% | -97.9% | 0.083% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 21,410 | $909K | 0.0% | +1.7% | 0.291% | |
| 5/14/2025 | Kestra Advisory Services LLC | 76,665 | $3.25M | 0.0% | -0.6% | 1.043% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 85,162 | $3.61M | 0.2% | -26.4% | 1.159% | |
| 5/12/2025 | Bare Financial Services Inc | 253,858 | $10.77M | 4.1% | +12.6% | 3.454% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 20,432 | $867K | 0.0% | N/A | 0.286% | |
| 5/9/2025 | Sound Financial Strategies Group LLC | 66,952 | $2.84M | 2.5% | +228.9% | 0.936% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 5,072 | $215K | 0.0% | +14.6% | 0.071% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 206,054 | $8.75M | 0.2% | +17.9% | 2.882% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 861 | $37K | 0.0% | N/A | 0.012% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 5,250 | $223K | 0.0% | N/A | 0.073% | |
| 5/7/2025 | Frontier Asset Management LLC | 14,829 | $629K | 0.2% | +2.5% | 0.207% | |
| 5/7/2025 | LPL Financial LLC | 269,604 | $11.44M | 0.0% | +5.0% | 3.771% | |
| 5/7/2025 | Inspire Advisors LLC | 6,034 | $256K | 0.0% | -24.3% | 0.084% | |
| 5/7/2025 | First Heartland Consultants Inc. | 48,947 | $2.08M | 0.2% | -7.1% | 0.685% | |
| 5/6/2025 | Cetera Investment Advisers | 16,693 | $708K | 0.0% | +5.7% | 0.233% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 16,636 | $706K | 0.0% | +2.7% | 0.233% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 73,645 | $3.13M | 0.1% | +3.2% | 1.030% | |
| 5/2/2025 | Sigma Planning Corp | 5,590 | $237K | 0.0% | +10.2% | 0.078% | |
| 5/1/2025 | 3EDGE Asset Management LP | 9,345 | $397K | 0.0% | +61.5% | 0.131% | |
| 4/30/2025 | Allworth Financial LP | 10,099 | $419K | 0.0% | +114.2% | 0.141% | |
| 4/30/2025 | 49 Wealth Management LLC | 35,362 | $1.50M | 0.2% | N/A | 0.495% | |
| 4/30/2025 | Values First Advisors Inc. | 7,688 | $326K | 0.2% | -7.9% | 0.108% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 11,954 | $507K | 0.0% | +32.0% | 0.167% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 142,375 | $6.01M | 0.5% | +17.1% | 1.991% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 121,894 | $5.17M | 0.4% | +15.7% | 1.705% | |
| 4/23/2025 | Kavar Capital Partners Group LLC | 6,846 | $291K | 0.0% | N/A | 0.096% | |
| 4/23/2025 | Win Advisors Inc. | 27,610 | $1.17M | 0.6% | +1.5% | 0.386% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 85,794 | $3.64M | 0.0% | +6.2% | 1.200% | |
| 4/22/2025 | LVZ Inc. | 62,848 | $2.67M | 0.4% | -7.0% | 0.879% | |
| 4/22/2025 | Hill Island Financial LLC | 235,953 | $10.01M | 2.9% | -3.0% | 3.300% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 143,090 | $6.04M | 0.5% | +17.7% | 2.001% | |
| 4/18/2025 | Optivise Advisory Services LLC | 7,032 | $298K | 0.2% | +9.8% | 0.098% | |
| 4/17/2025 | Vicus Capital | 18,568 | $788K | 0.1% | +1.9% | 0.299% | |
| 4/16/2025 | Founders Grove Wealth Partners LLC | 7,459 | $317K | 0.1% | N/A | 0.120% | |
| 4/15/2025 | Christian Investment Advisors Inc. | 647,904 | $28.39M | 19.7% | +0.8% | 10.450% | |
| 4/14/2025 | Financial Advisory Corp | 20,668 | $877K | 0.1% | +15.8% | 0.333% | |
| 4/10/2025 | TrueWealth Advisors LLC | 35,454 | $1.51M | 0.5% | +138.4% | 0.572% | |
| 4/9/2025 | Legacy Wealth Asset Management LLC | 52,193 | $2.22M | 0.6% | +2.3% | 0.842% | |
| 4/8/2025 | HFG Wealth Management LLC | 4,773 | $204K | 0.1% | -74.0% | 0.077% | |
| 4/8/2025 | Advisory Alpha LLC | 10,141 | $430K | 0.0% | -14.9% | 0.164% | |
| 4/7/2025 | O Connor Financial Group LLC | 179,800 | $7.63M | 4.0% | -10.2% | 2.900% | |
| 2/26/2025 | Financial Advisory Corp | 17,853 | $765K | 0.1% | N/A | 0.300% | |
| 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% | |
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| 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% | |
| 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% | |
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