| 5/4/2026 | Uptick Partners LLC | 9,579 | $448K | 0.1% | -5.8% | 0.123% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 6,790 | $322K | 0.3% | -3.1% | 0.087% | |
| 4/30/2026 | Kestra Advisory Services LLC | 125,315 | $5.86M | 0.0% | +33.1% | 1.607% | |
| 4/30/2026 | Money Concepts Capital Corp | 6,736 | $315K | 0.0% | N/A | 0.086% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 10,602 | $496K | 0.4% | -6.1% | 0.136% | |
| 4/24/2026 | SMART Wealth LLC | 30,150 | $1.41M | 0.4% | +10.0% | 0.387% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 15,096 | $706K | 0.0% | +92.4% | 0.194% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 11,357 | $531K | 0.0% | -17.3% | 0.146% | |
| 4/21/2026 | Sequent Planning LLC | 5,006 | $234K | 0.1% | -4.1% | 0.064% | |
| 4/21/2026 | LifeWealth Investments LLC | 73,517 | $3.44M | 1.0% | +0.5% | 0.943% | |
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| 4/21/2026 | Cottage Street Advisors LLC | 6,357 | $297K | 0.1% | -3.6% | 0.082% | |
| 4/20/2026 | RFG Advisory LLC | 11,267 | $527K | 0.0% | +2.2% | 0.144% | |
| 4/16/2026 | Founders Financial Securities LLC | 137,691 | $6.62M | 0.4% | +19.5% | 1.765% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 22,974 | $1.09M | 0.0% | -14.8% | 0.295% | |
| 2/18/2026 | Claro Advisors Inc. | 18,258 | $869K | 0.1% | -2.3% | 0.234% | |
| 2/17/2026 | Cetera Investment Advisers | 89,639 | $4.26M | 0.0% | +3.6% | 1.149% | |
| 2/17/2026 | Kovack Advisors Inc. | 27,174 | $1.29M | 0.1% | +13.5% | 0.348% | |
| 2/17/2026 | Osaic Holdings Inc. | 152,738 | $7.27M | 0.0% | -42.8% | 1.958% | |
| 2/16/2026 | MML Investors Services LLC | 16,511 | $785K | 0.0% | +36.5% | 0.212% | |
| 2/16/2026 | Mariner LLC | 15,421 | $734K | 0.0% | -10.8% | 0.198% | |
| 2/16/2026 | Integrity Financial Corp WA | 18,725 | $891K | 0.5% | -11.9% | 0.240% | |
| 2/16/2026 | Barclays PLC | 3,644 | $173K | 0.0% | -12.2% | 0.047% | |
| 2/13/2026 | Kestra Advisory Services LLC | 94,168 | $4.48M | 0.0% | -0.7% | 1.207% | |
| 2/13/2026 | Advyzon Investment Management LLC | 4,781 | $227K | 0.0% | -23.9% | 0.061% | |
| 2/13/2026 | Arkadios Wealth Advisors | 10,300 | $490K | 0.0% | -15.6% | 0.132% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 4,500 | $214K | 0.0% | -52.5% | 0.058% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 7,617 | $362K | 0.0% | -12.1% | 0.098% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 38,107 | $1.81M | 0.0% | -35.1% | 0.489% | |
| 2/12/2026 | StoneX Group Inc. | 18,970 | $902K | 0.0% | -5.9% | 0.243% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 59,146 | $2.81M | 0.8% | -10.7% | 0.758% | |
| 2/12/2026 | Kovack Advisors Inc. | 27,174 | $1.30M | 0.1% | +13.5% | 0.348% | |
| 2/11/2026 | Winnow Wealth LLC | 116,203 | $5.58M | 4.1% | -6.4% | 1.490% | |
| 2/11/2026 | Gaddis Premier Wealth Advisors LLC | 18,616 | $886K | 0.7% | N/A | 0.239% | |
| 2/11/2026 | LPL Financial LLC | 76,287 | $3.63M | 0.0% | +5.2% | 0.978% | |
| 2/10/2026 | REAP Financial Group LLC | 109,046 | $5.19M | 1.1% | -22.3% | 1.398% | |
| 2/10/2026 | Founders Financial Securities LLC | 115,217 | $5.47M | 0.3% | +9.5% | 1.477% | |
| 2/9/2026 | Harbour Investments Inc. | 27,229 | $1.30M | 0.0% | +3.6% | 0.349% | |
| 2/6/2026 | Ignite Planners LLC | 142,861 | $6.85M | 1.1% | -10.7% | 1.832% | |
| 2/6/2026 | Commonwealth Financial Services LLC | 147,614 | $7.02M | 1.2% | -0.2% | 1.892% | |
| 2/5/2026 | Sequent Planning LLC | 5,221 | $248K | 0.1% | -4.8% | 0.067% | |
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| 2/5/2026 | 1ST Source Bank | 19,735 | $939K | 0.0% | -3.5% | 0.253% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 16,175 | $769K | 0.0% | -58.5% | 0.207% | |
| 2/3/2026 | Buck Wealth Strategies LLC | 12,455 | $592K | 0.1% | -7.2% | 0.160% | |
| 2/2/2026 | Truist Financial Corp | 141,714 | $6.74M | 0.0% | -0.8% | 1.817% | |
| 2/2/2026 | Uptick Partners LLC | 10,169 | $484K | 0.1% | -5.1% | 0.130% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 19,082 | $908K | 0.0% | +14.8% | 0.245% | |
| 1/30/2026 | Smart Money Group LLC | 12,645 | $602K | 0.2% | -8.9% | 0.162% | |
| 1/29/2026 | Comprehensive Financial Consultants Institutional Inc. | 60,058 | $2.86M | 0.9% | -4.2% | 0.770% | |
| 1/26/2026 | Patriot Financial Group Insurance Agency LLC | 7,848 | $373K | 0.0% | -14.5% | 0.101% | |
| 1/26/2026 | LifeWealth Investments LLC | 73,159 | $3.48M | 1.1% | -4.9% | 0.938% | |
| 1/26/2026 | Ferguson Shapiro LLC | 24,143 | $1.15M | 0.4% | -3.4% | 0.310% | |
| 1/26/2026 | United Advisor Group LLC | 5,331 | $254K | 0.0% | -9.5% | 0.068% | |
| 1/26/2026 | CWM LLC | 94,858 | $4.51M | 0.0% | -12.8% | 1.216% | |
| 1/26/2026 | Cottage Street Advisors LLC | 6,592 | $314K | 0.1% | -3.3% | 0.085% | |
| 1/23/2026 | Farther Finance Advisors LLC | 7,530 | $358K | 0.0% | -18.2% | 0.097% | |
| 1/23/2026 | Lunt Capital Management Inc. | 7,481 | $356K | 0.1% | -66.9% | 0.096% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 8,543 | $406K | 0.0% | +20.7% | 0.110% | |
| 1/21/2026 | Hartford Financial Management Inc. | 27,232 | $1.30M | 0.3% | -45.3% | 0.349% | |
| 1/21/2026 | Sound Income Strategies LLC | 5,641 | $270K | 0.0% | N/A | 0.072% | |
| 1/20/2026 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,095 | $718K | 0.0% | N/A | 0.194% | |
| 1/14/2026 | Nova Wealth Management Inc. | 62,281 | $2.96M | 2.0% | -8.1% | 0.798% | |
| 1/9/2026 | First Heartland Consultants Inc. | 7,007 | $333K | 0.0% | -30.7% | 0.090% | |
| 1/5/2026 | Foguth Wealth Management LLC. | 113,854 | $5.41M | 0.8% | N/A | 1.460% | |
| 12/23/2025 | Triumph Capital Management | 2,600 | $121K | 0.0% | N/A | 0.033% | |
| 11/19/2025 | Sunbelt Securities Inc. | 25,323 | $1.18M | 0.1% | -42.3% | 0.325% | |
| 11/18/2025 | Advisory Services Network LLC | 3,316 | $155K | 0.0% | N/A | 0.043% | |
| 11/17/2025 | NewEdge Advisors LLC | 14,838 | $693K | 0.0% | -2.2% | 0.190% | |
| 11/17/2025 | Triumph Capital Management | 2,600 | $121K | 0.0% | N/A | 0.033% | |
| 11/17/2025 | Susquehanna International Group LLP | 23,841 | $1.11M | 0.0% | +12.5% | 0.306% | |
| 11/17/2025 | Prosperity Consulting Group LLC | 7,717 | $360K | 0.0% | -36.6% | 0.099% | |
| 11/17/2025 | Mariner LLC | 17,286 | $807K | 0.0% | +41.6% | 0.222% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 9,473 | $442K | 0.0% | +24.6% | 0.121% | |
| 11/14/2025 | Raymond James Financial Inc. | 245,579 | $11.47M | 0.0% | -0.8% | 3.148% | |
| 11/14/2025 | Wood Tarver Financial Group LLC | 66,259 | $3.09M | 0.9% | +52.7% | 0.849% | |
| 11/13/2025 | CreativeOne Wealth LLC | 17,300 | $808K | 0.0% | +174.6% | 0.222% | |
| 11/13/2025 | Sequent Planning LLC | 5,486 | $256K | 0.1% | N/A | 0.070% | |
| 11/12/2025 | Per Stirling Capital Management LLC. | 5,502 | $257K | 0.0% | +11.8% | 0.071% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 8,666 | $405K | 0.0% | +23.8% | 0.111% | |
| 11/12/2025 | Claro Advisors LLC | 18,693 | $873K | 0.1% | +3.6% | 0.240% | |
| 11/12/2025 | Smart Money Group LLC | 13,886 | $648K | 0.2% | -3.9% | 0.178% | |
| 11/12/2025 | 1ST Source Bank | 20,460 | $955K | 0.1% | N/A | 0.262% | |
| 11/10/2025 | First Heartland Consultants Inc. | 10,107 | $472K | 0.0% | +28.4% | 0.130% | |
| 11/10/2025 | Ameritas Investment Partners Inc. | 1,198 | $56K | 0.0% | -50.0% | 0.015% | |
| 11/10/2025 | Advyzon Investment Management LLC | 6,282 | $293K | 0.1% | +35.9% | 0.081% | |
| 11/10/2025 | Kovack Advisors Inc. | 23,940 | $1.12M | 0.1% | N/A | 0.307% | |
| 11/10/2025 | Clear Creek Financial Management LLC | 7,810 | $365K | 0.0% | -21.9% | 0.100% | |
| 11/7/2025 | Essex Financial Services Inc. | 5,885 | $275K | 0.0% | +5.8% | 0.075% | |
| 11/7/2025 | Balentine LLC | 6,550 | $306K | 0.0% | N/A | 0.084% | |
| 11/7/2025 | SMART Wealth LLC | 29,826 | $1.39M | 0.5% | -6.7% | 0.382% | |
| 11/7/2025 | Uniting Wealth Partners LLC | 42,684 | $1.99M | 0.5% | N/A | 0.547% | |
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| 11/6/2025 | Ameritas Advisory Services LLC | 38,941 | $1.82M | 0.1% | +53.5% | 0.499% | |
| 11/6/2025 | Integrity Financial Corp WA | 21,259 | $993K | 0.5% | +13.0% | 0.273% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 16,617 | $776K | 0.0% | N/A | 0.213% | |
| 11/6/2025 | REAP Financial Group LLC | 140,358 | $6.55M | 1.4% | -11.8% | 1.799% | |
| 11/6/2025 | LexAurum Advisors LLC | 6,017 | $281K | 0.0% | N/A | 0.077% | |
| 11/6/2025 | RFG Advisory LLC | 10,915 | $510K | 0.0% | -3.9% | 0.140% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 7,079 | $331K | 0.0% | N/A | 0.091% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 175,983 | $8.22M | 0.0% | +5.1% | 2.256% | |
| 11/4/2025 | Buck Wealth Strategies LLC | 13,418 | $627K | 0.1% | +4.7% | 0.172% | |
| 11/4/2025 | Grantvest Financial Group LLC | 5,126 | $239K | 0.2% | -21.7% | 0.066% | |