| 8/12/2025 | Nemes Rush Group LLC | 11,496 | $550K | 0.1% | +32.6% | 0.345% | |
| 8/12/2025 | Archer Investment Corp | 91,128 | $4.36M | 1.0% | +15.1% | 2.737% | |
| 8/11/2025 | Pineridge Advisors LLC | 5,299 | $254K | 0.1% | N/A | 0.159% | |
| 8/8/2025 | Cetera Investment Advisers | 4,736 | $227K | 0.0% | N/A | 0.142% | |
| 8/8/2025 | Meridian Wealth Management LLC | 16,882 | $808K | 0.0% | +140.0% | 0.507% | |
| 8/6/2025 | AE Wealth Management LLC | 144,609 | $6.92M | 0.1% | +19.6% | 4.343% | |
| 8/6/2025 | Able Wealth Management LLC | 7,672 | $367K | 0.2% | N/A | 0.230% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 5,247 | $251K | 0.0% | N/A | 0.158% | |
| 7/31/2025 | 3EDGE Asset Management LP | 64,349 | $3.08M | 0.2% | +1.7% | 1.932% | |
| 7/29/2025 | Mattson Financial Services LLC | 86,109 | $4.12M | 1.1% | +4.9% | 2.586% | |
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| 7/28/2025 | Tower Wealth Partners Inc. | 8,034 | $385K | 0.2% | N/A | 0.241% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 36,337 | $1.74M | 0.0% | +2.7% | 1.091% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 28,560 | $1.35M | 0.7% | N/A | 0.865% | |
| 7/17/2025 | Beacon Capital Management LLC | 933 | $45K | 0.0% | +10,266.7% | 0.028% | |
| 7/16/2025 | Diversified Enterprises LLC | 696,693 | $33.36M | 2.5% | -0.8% | 21.112% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 2,716 | $130K | 0.0% | -86.7% | 0.082% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 85,583 | $4.10M | 0.3% | N/A | 2.593% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 11,356 | $542K | 0.1% | -2.9% | 0.344% | |
| 7/8/2025 | Paladin Wealth LLC | 26,471 | $1.27M | 1.0% | +13.1% | 0.802% | |
| 7/8/2025 | Gradient Investments LLC | 757,601 | $36.27M | 0.7% | +5.7% | 22.958% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 7,848 | $375K | 0.0% | N/A | 0.242% | |
| 5/22/2025 | Mattson Financial Services LLC | 82,066 | $3.92M | 1.2% | +166.4% | 2.622% | |
| 5/19/2025 | Jane Street Group LLC | 8,037 | $384K | 0.0% | +23.5% | 0.257% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,848 | $375K | 0.0% | N/A | 0.251% | |
| 5/14/2025 | Flow Traders U.S. LLC | 161,372 | $7.71M | 0.3% | +280.7% | 5.156% | |
| 5/12/2025 | Meridian Wealth Management LLC | 7,033 | $336K | 0.0% | N/A | 0.225% | |
| 5/7/2025 | Nemes Rush Group LLC | 8,672 | $414K | 0.1% | +559.0% | 0.301% | |
| 5/6/2025 | AE Wealth Management LLC | 120,890 | $5.77M | 0.0% | +29.5% | 4.198% | |
| 5/5/2025 | Archer Investment Corp | 79,197 | $3.78M | 1.0% | +3.5% | 2.750% | |
| 5/1/2025 | 3EDGE Asset Management LP | 63,290 | $3.02M | 0.2% | -2.3% | 2.198% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 13,274 | $634K | 0.0% | +28.9% | 0.448% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 35,378 | $1.69M | 0.0% | +21.7% | 1.195% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 11,698 | $559K | 0.1% | N/A | 0.395% | |
| 4/9/2025 | Paladin Wealth LLC | 23,396 | $1.12M | 1.0% | +59.0% | 0.790% | |
| 4/9/2025 | Gradient Investments LLC | 716,574 | $34.22M | 0.7% | +40.8% | 24.209% | |
| 3/10/2025 | Mattson Financial Services LLC | 30,811 | $1.51M | 0.5% | -27.9% | 0.969% | |
| 2/17/2025 | Bank of America Corp DE | 123,046 | $5.69M | 0.0% | +12.2% | 4.157% | |
| 2/14/2025 | Jane Street Group LLC | 6,510 | $301K | 0.0% | -29.9% | 0.220% | |
| 2/14/2025 | Lido Advisors LLC | 64,780 | $3.00M | 0.0% | +22.1% | 2.189% | |
| 2/13/2025 | Regal Investment Advisors LLC | 16,193 | $749K | 0.1% | +12.7% | 0.547% | |
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| 2/12/2025 | Nemes Rush Group LLC | 1,316 | $61K | 0.0% | N/A | 0.044% | |
| 2/12/2025 | JPMorgan Chase & Co. | 18,819 | $871K | 0.0% | N/A | 0.636% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 4,645 | $215K | 0.0% | N/A | 0.157% | |
| 2/10/2025 | Diversified Enterprises LLC | 709,292 | $32.81M | 3.1% | -1.0% | 23.963% | |
| 2/4/2025 | Brown Financial Advisors | 38,177 | $1.77M | 0.7% | +79.7% | 1.290% | |
| 1/31/2025 | 3EDGE Asset Management LP | 64,811 | $3.00M | 0.2% | -44.7% | 2.190% | |
| 1/30/2025 | WealthPlan Investment Management LLC | 8,852 | $409K | 0.0% | -33.8% | 0.299% | |
| 1/29/2025 | Paladin Wealth LLC | 14,718 | $681K | 0.6% | +134.8% | 0.497% | |
| 1/28/2025 | Archer Investment Corp | 76,524 | $3.54M | 0.9% | +10.3% | 2.585% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 10,296 | $476K | 0.0% | N/A | 0.348% | |
| 1/21/2025 | Gradient Investments LLC | 509,059 | $23.55M | 0.5% | +73.1% | 17.198% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 1,368 | $63K | 0.1% | N/A | 0.046% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 29,070 | $1.35M | 0.0% | +16.9% | 0.982% | |
| 1/14/2025 | Armstrong Advisory Group Inc. | 20,396 | $944K | 0.1% | +57.5% | 0.689% | |
| 11/18/2024 | Brown Financial Advisors | 21,250 | $1.04M | 0.4% | -50.6% | 0.718% | |
| 11/15/2024 | Executive Wealth Management LLC | 163,924 | $8.04M | 0.6% | +2.0% | 5.538% | |
| 11/15/2024 | Jane Street Group LLC | 9,290 | $456K | 0.0% | -71.8% | 0.314% | |
| 11/15/2024 | HighTower Advisors LLC | 45,346 | $2.22M | 0.0% | +5.2% | 1.532% | |
| 11/14/2024 | Flow Traders U.S. LLC | 48,952 | $2.40M | 0.1% | -9.3% | 1.654% | |
| 11/14/2024 | CreativeOne Wealth LLC | 7,179 | $352K | 0.0% | +26.6% | 0.243% | |
| 11/13/2024 | Diversified LLC | 716,622 | $35.16M | 3.9% | +1.8% | 24.210% | |
| 11/8/2024 | Prospera Private Wealth LLC | 3,923 | $192K | 0.0% | N/A | 0.133% | |
| 11/6/2024 | Archer Investment Corp | 69,397 | $3.41M | 0.9% | N/A | 2.344% | |
| 11/5/2024 | WealthPlan Investment Management LLC | 13,368 | $656K | 0.1% | -90.5% | 0.452% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 4,367 | $214K | 0.0% | -5.1% | 0.148% | |
| 11/4/2024 | Legacy Capital Wealth Partners LLC | 8,040 | $394K | 0.1% | -3.9% | 0.272% | |
| 11/1/2024 | Atria Investments Inc | 44,729 | $2.19M | 0.0% | -1.5% | 1.511% | |
| 11/1/2024 | Executive Wealth Management LLC | 163,924 | $8.04M | 1.0% | +2.0% | 5.538% | |
| 10/24/2024 | Astor Investment Management LLC | 140,114 | $6.87M | 3.3% | -8.8% | 4.734% | |
| 10/23/2024 | Legacy Capital Group California Inc. | 46,000 | $2.26M | 0.8% | -1.6% | 1.554% | |
| 10/19/2024 | New Century Financial Group LLC | 18,922 | $928K | 0.3% | N/A | 0.639% | |
| 10/11/2024 | Paladin Wealth LLC | 6,267 | $307K | 0.3% | N/A | 0.212% | |
| 10/11/2024 | Armstrong Advisory Group Inc. | 12,950 | $635K | 0.1% | -72.1% | 0.438% | |
| 9/30/2024 | Mattson Financial Services LLC | 42,906 | $2.02M | 0.7% | N/A | 1.450% | |
| 8/30/2024 | Brown Financial Advisors | 43,051 | $2.02M | 0.9% | N/A | 1.454% | |
| 8/22/2024 | Cetera Investment Advisers | 24,124 | $1.13M | 0.0% | N/A | 0.815% | |
| 8/13/2024 | AE Wealth Management LLC | 14,671 | $690K | 0.0% | +4.3% | 0.496% | |
| 8/9/2024 | WealthPLAN Partners LLC | 83,978 | $3.95M | 0.4% | -4.5% | 2.837% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 215,534 | $10.13M | 0.0% | +62.8% | 7.282% | |
| 8/8/2024 | Executive Wealth Management LLC | 160,636 | $7.55M | 1.4% | N/A | 5.427% | |
| 8/2/2024 | Legacy Capital Wealth Partners LLC | 8,367 | $393K | 0.1% | N/A | 0.283% | |
| 7/26/2024 | Bank of New York Mellon Corp | 4,866 | $229K | 0.0% | -6.3% | 0.164% | |
| 7/24/2024 | Diversified LLC | 704,061 | $33.09M | 3.9% | +3.0% | 23.786% | |
| 7/22/2024 | Legacy Capital Group California Inc. | 46,731 | $2.20M | 0.8% | +44.5% | 1.579% | |
| 7/20/2024 | First Horizon Advisors Inc. | 648 | $30K | 0.0% | N/A | 0.022% | |
| 7/18/2024 | Gradient Investments LLC | 485,949 | $22.84M | 0.5% | -4.8% | 16.417% | |
| 7/10/2024 | Fortitude Family Office LLC | 1,754 | $82K | 0.0% | -36.7% | 0.059% | |
| 7/9/2024 | Mather Group LLC. | 596 | $28K | 0.0% | N/A | 0.020% | |
| 5/21/2024 | Atria Investments Inc | 44,999 | $2.14M | 0.0% | N/A | 1.520% | |
| 5/17/2024 | WealthPlan Investment Management LLC | 135,855 | $6.45M | 1.0% | +52.1% | 4.590% | |
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| 5/14/2024 | Axxcess Wealth Management LLC | 4,643 | $220K | 0.0% | N/A | 0.157% | |
| 5/14/2024 | CreativeOne Wealth LLC | 7,404 | $352K | 0.0% | N/A | 0.250% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 32,343 | $1.54M | 0.6% | N/A | 1.093% | |
| 5/7/2024 | WealthPLAN Partners LLC | 87,914 | $4.17M | 0.4% | +13.9% | 2.970% | |
| 5/2/2024 | Diversified LLC | 683,309 | $32.44M | 4.5% | +7.8% | 23.085% | |
| 4/30/2024 | Astor Investment Management LLC | 174,128 | $8.27M | 3.3% | N/A | 5.883% | |
| 4/23/2024 | Gradient Investments LLC | 510,194 | $24.22M | 0.6% | +544.6% | 17.236% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 20,619 | $979K | 0.0% | N/A | 0.697% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 9,464 | $449K | 0.1% | N/A | 0.320% | |
| 4/11/2024 | Fortitude Family Office LLC | 2,772 | $132K | 0.1% | N/A | 0.495% | |
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