| 6/1/2026 | Foguth Wealth Management LLC. | 6,257 | $256K | 0.0% | N/A | 0.094% | |
| 5/19/2026 | Winnow Wealth LLC | 5,324 | $212K | 0.2% | -6.8% | 0.080% | |
| 5/19/2026 | Centaurus Financial Inc. | 25,402 | $1.01M | 0.0% | -28.2% | 0.380% | |
| 5/15/2026 | Waverly Advisors LLC | 18,486 | $735K | 0.0% | -1.9% | 0.277% | |
| 5/13/2026 | Cetera Investment Advisers | 79,310 | $3.15M | 0.0% | -52.1% | 1.187% | |
| 5/7/2026 | Commonwealth Financial Services LLC | 56,386 | $2.24M | 0.4% | +6.7% | 0.844% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 159,175 | $6.33M | 0.6% | N/A | 2.383% | |
| 5/1/2026 | Fifth Third Bancorp | 1,800 | $72K | 0.0% | N/A | 0.027% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 5,602 | $223K | 0.2% | -17.2% | 0.084% | |
| 4/30/2026 | Kestra Advisory Services LLC | 52,445 | $2.09M | 0.0% | -8.0% | 0.785% | |
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| 4/28/2026 | LVZ Inc. | 5,240 | $208K | 0.0% | -18.2% | 0.078% | |
| 4/24/2026 | SMART Wealth LLC | 35,629 | $1.42M | 0.4% | +10.8% | 0.533% | |
| 4/23/2026 | Apollon Wealth Management LLC | 7,085 | $282K | 0.0% | -7.2% | 0.106% | |
| 4/22/2026 | Jim Saulnier & Associates LLC | 8,834 | $351K | 0.2% | -48.9% | 0.132% | |
| 4/20/2026 | RFG Advisory LLC | 13,387 | $532K | 0.0% | +3.1% | 0.200% | |
| 4/16/2026 | Founders Financial Securities LLC | 81,251 | $3.25M | 0.2% | +20.6% | 1.216% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 26,002 | $1.02M | 0.0% | -13.5% | 0.389% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 12,604 | $496K | 0.3% | +9.7% | 0.189% | |
| 2/18/2026 | VestGen Investment Management | 12,996 | $511K | 0.3% | +16.7% | 0.195% | |
| 2/17/2026 | Cetera Investment Advisers | 165,608 | $6.52M | 0.0% | +2.1% | 2.479% | |
| 2/17/2026 | Kovack Advisors Inc. | 20,052 | $789K | 0.0% | +42.2% | 0.300% | |
| 2/17/2026 | Osaic Holdings Inc. | 99,975 | $3.93M | 0.0% | -19.2% | 1.497% | |
| 2/16/2026 | Mariner LLC | 9,009 | $354K | 0.0% | -11.0% | 0.135% | |
| 2/16/2026 | Integrity Financial Corp WA | 10,864 | $427K | 0.2% | -19.6% | 0.163% | |
| 2/13/2026 | CreativeOne Wealth LLC | 26,226 | $1.03M | 0.0% | -5.4% | 0.393% | |
| 2/13/2026 | Kestra Advisory Services LLC | 56,991 | $2.24M | 0.0% | +1.9% | 0.853% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 1,251 | $49K | 0.0% | N/A | 0.019% | |
| 2/12/2026 | TopTier Wealth Management LLC | 6,655 | $262K | 0.2% | N/A | 0.100% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 170,634 | $6.71M | 0.0% | -7.2% | 2.554% | |
| 2/12/2026 | StoneX Group Inc. | 28,945 | $1.14M | 0.0% | +3.1% | 0.433% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 67,649 | $2.66M | 0.7% | -3.5% | 1.013% | |
| 2/12/2026 | Bank of Montreal Can | 8,000 | $315K | 0.0% | N/A | 0.120% | |
| 2/12/2026 | Kovack Advisors Inc. | 20,052 | $787K | 0.0% | +42.2% | 0.300% | |
| 2/11/2026 | Winnow Wealth LLC | 5,712 | $228K | 0.2% | -96.2% | 0.086% | |
| 2/11/2026 | LPL Financial LLC | 183,348 | $7.21M | 0.0% | -5.8% | 2.745% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 3,811 | $150K | 0.1% | -38.4% | 0.057% | |
| 2/10/2026 | REAP Financial Group LLC | 39,532 | $1.56M | 0.3% | -2.5% | 0.592% | |
| 2/10/2026 | Lcnb Corp | 29,269 | $1.15M | 0.4% | -6.7% | 0.438% | |
| 2/10/2026 | Founders Financial Securities LLC | 67,377 | $2.65M | 0.2% | +10.3% | 1.009% | |
| 2/9/2026 | Integrity Alliance LLC. | 7,195 | $283K | 0.0% | N/A | 0.108% | |
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| 2/6/2026 | Commonwealth Financial Services LLC | 52,859 | $2.08M | 0.3% | +1.8% | 0.791% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 8,907 | $350K | 0.0% | -48.7% | 0.133% | |
| 2/3/2026 | RFG Advisory LLC | 12,989 | $511K | 0.0% | +2.9% | 0.194% | |
| 2/2/2026 | Mutual Advisors LLC | 132,992 | $5.23M | 0.1% | -2.9% | 1.991% | |
| 1/30/2026 | CFC Planning Co LLC | 22,179 | $873K | 0.7% | -3.3% | 0.332% | |
| 1/29/2026 | Comerica Bank | 1,800 | $71K | 0.0% | +61.9% | 0.027% | |
| 1/28/2026 | Arbor Capital Management Inc. ADV | 6,769 | $267K | 0.2% | -6.7% | 0.101% | |
| 1/26/2026 | LifeWealth Investments LLC | 17,614 | $693K | 0.2% | -1.7% | 0.264% | |
| 1/26/2026 | Pursuit Wealth Management LLC | 8,950 | $352K | 0.3% | N/A | 0.134% | |
| 1/26/2026 | CWM LLC | 38,356 | $1.51M | 0.0% | -16.6% | 0.574% | |
| 1/23/2026 | Farther Finance Advisors LLC | 6,636 | $261K | 0.0% | -21.6% | 0.099% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 24,150 | $950K | 0.1% | +2.5% | 0.362% | |
| 1/22/2026 | Apollon Wealth Management LLC | 7,635 | $300K | 0.0% | -11.9% | 0.114% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 3,272 | $129K | 0.0% | +43.5% | 0.049% | |
| 1/21/2026 | Hartford Financial Management Inc. | 2,036 | $80K | 0.0% | -98.6% | 0.030% | |
| 1/21/2026 | Sound Income Strategies LLC | 4,768 | $188K | 0.0% | N/A | 0.071% | |
| 1/21/2026 | Sowell Financial Services LLC | 24,960 | $982K | 0.0% | N/A | 0.374% | |
| 1/15/2026 | Brookstone Capital Management | 5,200 | $205K | 0.0% | -14.3% | 0.078% | |
| 1/14/2026 | Nova Wealth Management Inc. | 9,299 | $366K | 0.3% | -5.3% | 0.139% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 17,788 | $700K | 0.1% | +216.5% | 0.266% | |
| 1/9/2026 | First Heartland Consultants Inc. | 5,134 | $202K | 0.0% | -26.8% | 0.077% | |
| 1/7/2026 | TrueWealth Advisors LLC | 11,403 | $449K | 0.1% | -8.1% | 0.171% | |
| 12/23/2025 | Triumph Capital Management | 940 | $36K | 0.0% | N/A | 0.014% | |
| 11/20/2025 | Centaurus Financial Inc. | 36,503 | $1.41M | 0.1% | +1.8% | 0.546% | |
| 11/19/2025 | Sunbelt Securities Inc. | 635 | $25K | 0.0% | -49.6% | 0.010% | |
| 11/18/2025 | Advisory Services Network LLC | 761 | $29K | 0.0% | N/A | 0.011% | |
| 11/17/2025 | Triumph Capital Management | 940 | $36K | 0.0% | N/A | 0.014% | |
| 11/17/2025 | Susquehanna International Group LLP | 39,895 | $1.54M | 0.0% | +210.3% | 0.597% | |
| 11/17/2025 | Mariner LLC | 10,118 | $391K | 0.0% | +40.9% | 0.151% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 5,470 | $211K | 0.0% | N/A | 0.082% | |
| 11/17/2025 | Citadel Advisors LLC | 7,077 | $273K | 0.0% | -69.8% | 0.106% | |
| 11/17/2025 | Bank of America Corp DE | 969 | $37K | 0.0% | N/A | 0.015% | |
| 11/17/2025 | Brass Tax Wealth Management Inc. | 24,101 | $931K | 0.2% | -1.5% | 0.361% | |
| 11/14/2025 | Raymond James Financial Inc. | 25,162 | $972K | 0.0% | -4.1% | 0.377% | |
| 11/13/2025 | Private Advisor Group LLC | 7,171 | $277K | 0.0% | N/A | 0.107% | |
| 11/13/2025 | CreativeOne Wealth LLC | 27,716 | $1.07M | 0.0% | -21.0% | 0.415% | |
| 11/10/2025 | First Heartland Consultants Inc. | 7,017 | $271K | 0.0% | -13.0% | 0.105% | |
| 11/10/2025 | Lcnb Corp | 31,378 | $1.21M | 0.4% | -1.9% | 0.470% | |
| 11/10/2025 | Clear Creek Financial Management LLC | 23,559 | $910K | 0.1% | +12.5% | 0.353% | |
| 11/7/2025 | SMART Wealth LLC | 34,184 | $1.32M | 0.5% | -5.4% | 0.512% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 17,354 | $670K | 0.0% | -3.8% | 0.260% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 29,551 | $1.14M | 0.0% | -6.0% | 0.442% | |
| 11/6/2025 | Integrity Financial Corp WA | 13,505 | $522K | 0.2% | -11.0% | 0.202% | |
| 11/6/2025 | REAP Financial Group LLC | 40,561 | $1.57M | 0.3% | -9.8% | 0.607% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 259,364 | $10.02M | 0.0% | +3.2% | 3.883% | |
| 11/4/2025 | Buck Wealth Strategies LLC | 12,792 | $494K | 0.1% | -5.3% | 0.191% | |
| 11/4/2025 | Mutual Advisors LLC | 136,993 | $5.31M | 0.1% | -0.3% | 2.051% | |
| 11/4/2025 | Winnow Wealth LLC | 148,543 | $5.79M | 4.5% | N/A | 2.224% | |
| 11/3/2025 | AE Wealth Management LLC | 3,260 | $126K | 0.0% | -14.8% | 0.049% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 11,158 | $431K | 0.0% | N/A | 0.167% | |
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| 10/29/2025 | CFC Planning Co LLC | 22,942 | $886K | 0.7% | N/A | 0.343% | |
| 10/28/2025 | Hartford Financial Management Inc. | 148,471 | $5.74M | 1.5% | -0.6% | 2.223% | |
| 10/23/2025 | Evolution Wealth Management Inc. | 6,183 | $239K | 0.2% | -59.7% | 0.093% | |
| 10/23/2025 | Spectrum Asset Management Inc. NB CA | 6,965 | $269K | 0.1% | -5.3% | 0.104% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 183,834 | $7.10M | 0.0% | -3.2% | 2.752% | |
| 10/21/2025 | Commonwealth Financial Services LLC | 51,942 | $2.01M | 0.3% | -1.8% | 0.778% | |
| 10/20/2025 | LifeWealth Investments LLC | 17,922 | $692K | 0.2% | +21.1% | 0.268% | |
| 10/15/2025 | TrueWealth Advisors LLC | 12,410 | $479K | 0.1% | -7.5% | 0.186% | |
| 10/15/2025 | Founders Financial Securities LLC | 61,095 | $2.36M | 0.2% | +44.7% | 0.915% | |
| 10/14/2025 | Farther Finance Advisors LLC | 8,464 | $327K | 0.0% | -35.3% | 0.127% | |