| 7/7/2026 | CoreCap Advisors LLC | 21,396 | $1.04M | 0.0% | +68.6% | 0.594% | |
| 5/13/2026 | Cetera Investment Advisers | 38,393 | $1.78M | 0.0% | -4.1% | 1.066% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,482 | $855K | 0.0% | -12.6% | 0.513% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 11,042 | $511K | 0.0% | -8.5% | 0.307% | |
| 4/22/2026 | My Personal CFO LLC | 19,580 | $906K | 0.4% | -4.9% | 0.544% | |
| 4/21/2026 | Maltin Wealth Management Inc. | 30,417 | $1.41M | 0.5% | -4.1% | 0.845% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 11,450 | $530K | 0.0% | -2.4% | 0.318% | |
| 4/18/2026 | BCS Wealth Management | 22,358 | $1.03M | 0.2% | -50.0% | 0.621% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 27,038 | $1.25M | 0.3% | +6.7% | 0.751% | |
| 4/17/2026 | Brookstone Capital Management | 17,190 | $795K | 0.0% | -4.7% | 0.478% | |
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| 4/15/2026 | Nations Financial Group Inc. IA ADV | 32,252 | $1.49M | 0.1% | -0.6% | 0.896% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 18,845 | $881K | 0.0% | +12.1% | 0.523% | |
| 2/18/2026 | OLD Mission Capital LLC | 24,274 | $1.14M | 0.0% | +386.7% | 0.674% | |
| 2/17/2026 | Cetera Investment Advisers | 40,037 | $1.87M | 0.0% | +10.0% | 1.112% | |
| 2/17/2026 | Osaic Holdings Inc. | 84,490 | $3.95M | 0.0% | -3.9% | 2.347% | |
| 2/17/2026 | Rothschild Wealth LLC | 14,801 | $692K | 0.1% | N/A | 0.411% | |
| 2/16/2026 | MML Investors Services LLC | 16,635 | $778K | 0.0% | +10.7% | 0.462% | |
| 2/16/2026 | Arax Advisory Partners | 11,898 | $556K | 0.0% | N/A | 0.331% | |
| 2/13/2026 | CreativeOne Wealth LLC | 7,602 | $355K | 0.0% | -4.2% | 0.211% | |
| 2/12/2026 | TopTier Wealth Management LLC | 16,401 | $767K | 0.5% | N/A | 0.456% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 104,023 | $4.86M | 0.0% | -5.9% | 2.890% | |
| 2/11/2026 | GWN Securities Inc. | 18,385 | $859K | 0.2% | +3.5% | 0.511% | |
| 2/11/2026 | Cerity Partners LLC | 151,580 | $7.09M | 0.0% | +0.3% | 4.211% | |
| 2/11/2026 | LPL Financial LLC | 26,471 | $1.24M | 0.0% | +10.7% | 0.735% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 5,348 | $250K | 0.0% | -3.9% | 0.149% | |
| 2/10/2026 | Lido Advisors LLC | 25,355 | $1.19M | 0.0% | N/A | 0.704% | |
| 2/10/2026 | COFG Advisors LLC | 11,829 | $553K | 0.1% | N/A | 0.329% | |
| 2/10/2026 | Rothschild Wealth LLC | 14,801 | $692K | 0.1% | N/A | 0.411% | |
| 2/10/2026 | Clear Point Advisors Inc. | 6,515 | $305K | 0.2% | -8.1% | 0.181% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 89,042 | $4.16M | 0.6% | -2.6% | 2.473% | |
| 2/9/2026 | Harbour Investments Inc. | 1,240 | $58K | 0.0% | -69.1% | 0.034% | |
| 2/6/2026 | HighTower Advisors LLC | 73,397 | $3.43M | 0.0% | -0.7% | 2.039% | |
| 2/4/2026 | Ballast Rock Private Wealth LLC | 8,647 | $404K | 0.3% | N/A | 0.240% | |
| 2/3/2026 | MGO One Seven LLC | 4,350 | $203K | 0.0% | N/A | 0.121% | |
| 1/30/2026 | Strategic Blueprint LLC | 101,974 | $4.77M | 0.3% | -4.0% | 2.833% | |
| 1/29/2026 | IMC Chicago LLC | 15,052 | $704K | 0.0% | N/A | 0.418% | |
| 1/27/2026 | Berkshire Money Management Inc. | 6,329 | $296K | 0.0% | N/A | 0.176% | |
| 1/26/2026 | BCS Wealth Management | 44,716 | $2.09M | 0.2% | +91.7% | 1.242% | |
| 1/20/2026 | Secure Asset Management LLC | 11,432 | $534K | 0.1% | -20.2% | 0.318% | |
| 1/16/2026 | CRA Financial Services LLC | 6,025 | $282K | 0.0% | -13.5% | 0.167% | |
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| 1/15/2026 | My Personal CFO LLC | 20,580 | $962K | 0.4% | N/A | 0.572% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 11,726 | $549K | 0.0% | -4.4% | 0.326% | |
| 1/15/2026 | Brookstone Capital Management | 18,045 | $843K | 0.0% | -96.9% | 0.501% | |
| 1/14/2026 | Lantz Financial LLC | 7,351 | $344K | 0.1% | -97.1% | 0.204% | |
| 1/14/2026 | Chris Bulman Inc | 4,357 | $204K | 0.1% | -57.0% | 0.121% | |
| 1/13/2026 | CoreCap Advisors LLC | 13,109 | $613K | 0.0% | -2.1% | 0.364% | |
| 1/1/2026 | JPMorgan Chase & Co. | 5,743 | $263K | 0.0% | +21.8% | 0.160% | |
| 11/19/2025 | First Commonwealth Financial Corp PA | 29,454 | $1.35M | 0.2% | -2.2% | 0.818% | |
| 11/17/2025 | Susquehanna International Group LLP | 18,804 | $860K | 0.0% | -44.0% | 0.522% | |
| 11/14/2025 | Raymond James Financial Inc. | 13,771 | $630K | 0.0% | +5.5% | 0.383% | |
| 11/13/2025 | CreativeOne Wealth LLC | 7,935 | $363K | 0.0% | -4.6% | 0.220% | |
| 11/7/2025 | JPMorgan Chase & Co. | 5,743 | $263K | 0.0% | +21.8% | 0.160% | |
| 11/7/2025 | HighTower Advisors LLC | 73,922 | $3.38M | 0.0% | +4.0% | 2.053% | |
| 11/6/2025 | Lantz Financial LLC | 254,433 | $11.64M | 2.6% | -0.1% | 7.068% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 555 | $25K | 0.0% | -47.4% | 0.015% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 66,716 | $3.05M | 0.0% | +5.5% | 1.853% | |
| 11/4/2025 | Penserra Capital Management LLC | 404,262 | $18.49M | 0.2% | +1.2% | 11.230% | |
| 11/3/2025 | AE Wealth Management LLC | 11,028 | $504K | 0.0% | -3.8% | 0.306% | |
| 10/31/2025 | Global Assets Advisory LLC | 6,602 | $302K | 0.1% | N/A | 0.183% | |
| 10/30/2025 | Outlook Wealth Advisors LLC | 25,445 | $1.16M | 0.3% | -1.4% | 0.707% | |
| 10/29/2025 | Arkadios Wealth Advisors | 23,627 | $1.08M | 0.0% | N/A | 0.656% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 5,749 | $263K | 0.0% | -4.8% | 0.160% | |
| 10/27/2025 | GWN Securities Inc. | 17,767 | $816K | 0.2% | -12.2% | 0.494% | |
| 10/23/2025 | Spire Wealth Management | 17,305 | $792K | 0.0% | -6.4% | 0.481% | |
| 10/23/2025 | Strategic Blueprint LLC | 106,232 | $4.86M | 0.2% | -0.4% | 2.951% | |
| 10/23/2025 | Integral Investment Advisors Inc. | 33,710 | $1.54M | 0.4% | +7.1% | 0.936% | |
| 10/22/2025 | BCS Wealth Management | 23,326 | $1.07M | 0.2% | -3.0% | 0.648% | |
| 10/22/2025 | Blue Bell Private Wealth Management LLC | 91,417 | $4.18M | 0.6% | +1.5% | 2.539% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 110,566 | $5.06M | 0.0% | -13.7% | 3.071% | |
| 10/20/2025 | Chris Bulman Inc | 10,136 | $464K | 0.2% | N/A | 0.282% | |
| 10/15/2025 | Brookstone Capital Management | 581,996 | $26.62M | 0.3% | +3,333.2% | 16.167% | |
| 10/14/2025 | Retirement Income Solutions Inc. | 14,103 | $645K | 0.1% | -6.5% | 0.392% | |
| 9/4/2025 | Osaic Holdings Inc. | 86,934 | $3.80M | 0.0% | +42.4% | 2.415% | |
| 8/15/2025 | MML Investors Services LLC | 17,232 | $754K | 0.0% | +48.0% | 0.479% | |
| 8/14/2025 | Jane Street Group LLC | 15,576 | $682K | 0.0% | N/A | 0.433% | |
| 8/14/2025 | Cerity Partners LLC | 149,451 | $6.54M | 0.0% | -1.8% | 4.151% | |
| 8/13/2025 | SageView Advisory Group LLC | 5,060 | $225K | 0.0% | N/A | 0.141% | |
| 8/13/2025 | Trek Financial LLC | 6,155 | $269K | 0.0% | +18.0% | 0.171% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 19,518 | $854K | 0.0% | +6.3% | 0.542% | |
| 8/12/2025 | CreativeOne Wealth LLC | 8,318 | $364K | 0.0% | +5.0% | 0.231% | |
| 8/12/2025 | JPMorgan Chase & Co. | 4,714 | $206K | 0.0% | -70.4% | 0.131% | |
| 8/11/2025 | Outlook Wealth Advisors LLC | 25,805 | $1.13M | 0.3% | -1.3% | 0.717% | |
| 8/8/2025 | Cetera Investment Advisers | 33,347 | $1.46M | 0.0% | +42.0% | 0.926% | |
| 8/8/2025 | WealthShield Partners LLC | 10,700 | $468K | 0.1% | -6.6% | 0.297% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 10,240 | $455K | 0.0% | N/A | 0.284% | |
| 8/6/2025 | Penserra Capital Management LLC | 399,432 | $17.48M | 0.2% | -7.1% | 11.095% | |
| 8/5/2025 | Sigma Planning Corp | 15,292 | $669K | 0.0% | +3.4% | 0.425% | |
| 8/4/2025 | Spire Wealth Management | 18,481 | $809K | 0.0% | +22.8% | 0.513% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 1,684 | $74K | 0.1% | N/A | 0.047% | |
| 8/1/2025 | Corrado Advisors LLC | 16,218 | $710K | 0.4% | N/A | 0.451% | |
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| 8/1/2025 | Stuart Chaussee & Associates Inc. | 25,355 | $1.11M | 0.3% | N/A | 0.704% | |
| 8/1/2025 | FSA Advisors Inc. | 8,790 | $385K | 0.3% | +6.5% | 0.244% | |
| 8/1/2025 | Integral Investment Advisors Inc. | 31,485 | $1.38M | 0.4% | +32.7% | 0.875% | |
| 8/1/2025 | GWN Securities Inc. | 20,231 | $885K | 0.2% | N/A | 0.562% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 63,251 | $2.77M | 0.0% | +49.7% | 1.757% | |
| 7/31/2025 | Whipplewood Advisors LLC | 2,955 | $129K | 0.1% | +216.0% | 0.082% | |
| 7/31/2025 | 3EDGE Asset Management LP | 222,264 | $9.69M | 0.6% | N/A | 6.174% | |
| 7/30/2025 | Strategic Blueprint LLC | 106,693 | $4.67M | 0.2% | +3.9% | 2.964% | |
| 7/30/2025 | Brookstone Capital Management | 16,952 | $742K | 0.0% | +6.5% | 0.471% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 16,870 | $738K | 0.0% | +7.9% | 0.469% | |