| 5/20/2026 | SOA Wealth Advisors LLC. | 8,771 | $413K | 0.0% | -23.9% | 0.124% | |
| 5/19/2026 | NewEdge Advisors LLC | 4,361 | $205K | 0.0% | -22.5% | 0.062% | |
| 5/19/2026 | Centaurus Financial Inc. | 2,934 | $138K | 0.0% | +33.2% | 0.042% | |
| 5/19/2026 | Arkadios Wealth Advisors | 35,260 | $1.66M | 0.0% | -4.0% | 0.500% | |
| 5/18/2026 | Sunbelt Securities Inc. | 9,025 | $425K | 0.0% | -11.7% | 0.128% | |
| 5/18/2026 | Talon Private Wealth LLC | 4,494 | $211K | 0.0% | N/A | 0.064% | |
| 5/15/2026 | Waverly Advisors LLC | 6,387 | $300K | 0.0% | -4.5% | 0.091% | |
| 5/13/2026 | Cetera Investment Advisers | 154,776 | $7.28M | 0.0% | +114.6% | 2.195% | |
| 5/6/2026 | Independent Financial Group LLC | 9,403 | $442K | 0.0% | N/A | 0.133% | |
| 5/2/2026 | Diversify Wealth Management LLC | 17,001 | $827K | 0.0% | N/A | 0.241% | |
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| 5/1/2026 | Arbor Capital Management Inc. ADV | 4,674 | $221K | 0.2% | -18.9% | 0.066% | |
| 4/30/2026 | Kestra Advisory Services LLC | 242,623 | $11.41M | 0.0% | +9.0% | 3.441% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 8,218 | $387K | 0.3% | -29.0% | 0.117% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 10,082 | $474K | 0.0% | -7.2% | 0.143% | |
| 4/21/2026 | Sequent Planning LLC | 7,676 | $361K | 0.1% | -8.3% | 0.109% | |
| 4/20/2026 | RFG Advisory LLC | 13,222 | $622K | 0.0% | -4.5% | 0.188% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 27,424 | $1.29M | 0.1% | +146.5% | 0.389% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 25,147 | $1.19M | 0.0% | -1.6% | 0.357% | |
| 2/18/2026 | VestGen Advisors LLC | 65,149 | $3.08M | 0.1% | N/A | 0.924% | |
| 2/17/2026 | Cetera Investment Advisers | 72,122 | $3.41M | 0.0% | +11.5% | 1.023% | |
| 2/17/2026 | Kovack Advisors Inc. | 25,517 | $1.21M | 0.1% | +11.9% | 0.362% | |
| 2/17/2026 | Osaic Holdings Inc. | 78,101 | $3.70M | 0.0% | -18.8% | 1.108% | |
| 2/16/2026 | MML Investors Services LLC | 17,392 | $823K | 0.0% | +36.7% | 0.247% | |
| 2/16/2026 | Mariner LLC | 11,750 | $556K | 0.0% | -8.4% | 0.167% | |
| 2/16/2026 | Integrity Financial Corp WA | 22,848 | $1.08M | 0.5% | -15.1% | 0.324% | |
| 2/16/2026 | Barclays PLC | 2,796 | $132K | 0.0% | -33.2% | 0.040% | |
| 2/13/2026 | CreativeOne Wealth LLC | 6,127 | $290K | 0.0% | -4.9% | 0.087% | |
| 2/13/2026 | Kestra Advisory Services LLC | 222,521 | $10.53M | 0.0% | -2.5% | 3.156% | |
| 2/13/2026 | Arkadios Wealth Advisors | 36,720 | $1.74M | 0.0% | -5.2% | 0.521% | |
| 2/12/2026 | Insigneo Advisory Services LLC | 4,850 | $230K | 0.0% | -9.3% | 0.069% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 81,557 | $3.86M | 0.0% | -18.1% | 1.157% | |
| 2/12/2026 | StoneX Group Inc. | 20,374 | $965K | 0.0% | +5.2% | 0.289% | |
| 2/12/2026 | Kovack Advisors Inc. | 25,517 | $1.21M | 0.1% | +11.9% | 0.362% | |
| 2/11/2026 | Winnow Wealth LLC | 2,617 | $126K | 0.1% | -97.9% | 0.037% | |
| 2/11/2026 | LPL Financial LLC | 62,888 | $2.98M | 0.0% | +2.7% | 0.892% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 11,571 | $548K | 0.5% | -16.4% | 0.164% | |
| 2/10/2026 | REAP Financial Group LLC | 78,433 | $3.71M | 0.8% | -1.0% | 1.113% | |
| 2/9/2026 | Harbour Investments Inc. | 35,283 | $1.67M | 0.0% | -3.0% | 0.500% | |
| 2/6/2026 | Ignite Planners LLC | 37,979 | $1.81M | 0.3% | -1.2% | 0.539% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 8,064 | $382K | 0.0% | -57.7% | 0.114% | |
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| 2/3/2026 | RFG Advisory LLC | 13,845 | $655K | 0.0% | +1.6% | 0.196% | |
| 2/2/2026 | Truist Financial Corp | 19,015 | $900K | 0.0% | -3.7% | 0.270% | |
| 2/2/2026 | Grantvest Financial Group LLC | 15,016 | $711K | 0.5% | -2.6% | 0.213% | |
| 2/2/2026 | LVZ Inc. | 6,017 | $285K | 0.0% | +7.7% | 0.085% | |
| 2/2/2026 | Mutual Advisors LLC | 11,234 | $532K | 0.0% | -9.8% | 0.159% | |
| 1/30/2026 | Strategic Blueprint LLC | 11,372 | $538K | 0.0% | -31.6% | 0.161% | |
| 1/29/2026 | IMC Chicago LLC | 13,629 | $645K | 0.0% | N/A | 0.193% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 64,774 | $3.07M | 0.0% | +6.2% | 0.919% | |
| 1/26/2026 | CWM LLC | 70,586 | $3.34M | 0.0% | -2.6% | 1.001% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,977 | $188K | 0.0% | -28.7% | 0.056% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 15,736 | $745K | 0.1% | +116.3% | 0.223% | |
| 1/22/2026 | Echo Wealth Management LLC | 4,542 | $215K | 0.1% | -11.9% | 0.064% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 846 | $40K | 0.0% | +88.0% | 0.012% | |
| 1/21/2026 | BIP Wealth LLC | 4,628 | $219K | 0.0% | N/A | 0.066% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 7,618 | $361K | 0.0% | -46.6% | 0.108% | |
| 1/15/2026 | Santori & Peters Inc. | 9,305 | $441K | 0.2% | -74.5% | 0.132% | |
| 1/15/2026 | Brookstone Capital Management | 11,833 | $560K | 0.0% | -2.2% | 0.168% | |
| 1/14/2026 | Nova Wealth Management Inc. | 26,394 | $1.25M | 0.9% | -15.0% | 0.374% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 11,127 | $527K | 0.0% | +67.8% | 0.158% | |
| 1/9/2026 | First Heartland Consultants Inc. | 7,610 | $360K | 0.0% | -25.8% | 0.108% | |
| 1/1/2026 | JPMorgan Chase & Co. | 18,631 | $866K | 0.0% | -10.1% | 0.264% | |
| 11/19/2025 | Sunbelt Securities Inc. | 10,220 | $475K | 0.0% | -33.6% | 0.145% | |
| 11/18/2025 | Advisory Services Network LLC | 4,387 | $204K | 0.0% | N/A | 0.062% | |
| 11/17/2025 | Susquehanna International Group LLP | 7,166 | $333K | 0.0% | -22.8% | 0.102% | |
| 11/17/2025 | Mariner LLC | 12,825 | $596K | 0.0% | +6.4% | 0.182% | |
| 11/17/2025 | Ameriprise Financial Inc. | 4,443 | $207K | 0.0% | N/A | 0.063% | |
| 11/14/2025 | Raymond James Financial Inc. | 117,466 | $5.46M | 0.0% | +118.9% | 1.666% | |
| 11/14/2025 | Wood Tarver Financial Group LLC | 52,982 | $2.46M | 0.7% | -1.0% | 0.752% | |
| 11/13/2025 | Private Advisor Group LLC | 8,785 | $409K | 0.0% | N/A | 0.125% | |
| 11/13/2025 | CreativeOne Wealth LLC | 6,442 | $300K | 0.0% | -27.3% | 0.091% | |
| 11/13/2025 | Sequent Planning LLC | 8,423 | $392K | 0.1% | +7.4% | 0.119% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 7,081 | $329K | 0.0% | +22.6% | 0.100% | |
| 11/12/2025 | 1ST Source Bank | 90,357 | $4.20M | 0.2% | +8.4% | 1.282% | |
| 11/10/2025 | First Heartland Consultants Inc. | 10,250 | $477K | 0.0% | -8.4% | 0.145% | |
| 11/10/2025 | Kovack Advisors Inc. | 22,803 | $1.06M | 0.1% | +12.4% | 0.323% | |
| 11/10/2025 | Clear Creek Financial Management LLC | 7,275 | $338K | 0.0% | +44.5% | 0.103% | |
| 11/7/2025 | JPMorgan Chase & Co. | 18,631 | $866K | 0.0% | -10.1% | 0.264% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 19,073 | $887K | 0.1% | +12.6% | 0.271% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 14,256 | $663K | 0.0% | -13.1% | 0.202% | |
| 11/6/2025 | Integrity Financial Corp WA | 26,922 | $1.25M | 0.6% | +4.4% | 0.382% | |
| 11/6/2025 | REAP Financial Group LLC | 79,253 | $3.69M | 0.8% | -16.9% | 1.124% | |
| 11/6/2025 | RFG Advisory LLC | 13,633 | $634K | 0.0% | -1.7% | 0.193% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 60,579 | $2.82M | 0.0% | +17.1% | 0.859% | |
| 11/4/2025 | Grantvest Financial Group LLC | 15,424 | $717K | 0.5% | -9.8% | 0.219% | |
| 11/4/2025 | Core Wealth Partners LLC | 4,581 | $213K | 0.1% | N/A | 0.065% | |
| 11/4/2025 | Winnow Wealth LLC | 124,137 | $5.83M | 4.6% | N/A | 1.761% | |
| 11/3/2025 | Ritter Daniher Financial Advisory LLC DE | 74,599 | $3.47M | 0.6% | N/A | 1.058% | |
| 11/3/2025 | Arbor Capital Management Inc. ADV | 5,938 | $276K | 0.2% | +15.0% | 0.084% | |
| 11/3/2025 | Truist Financial Corp | 19,755 | $919K | 0.0% | -6.3% | 0.280% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 61,018 | $2.84M | 0.0% | -30.9% | 0.866% | |
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| 10/23/2025 | Evolution Wealth Management Inc. | 13,833 | $643K | 0.7% | -13.5% | 0.196% | |
| 10/23/2025 | Spire Wealth Management | 3,009 | $140K | 0.0% | -56.4% | 0.043% | |
| 10/23/2025 | Strategic Blueprint LLC | 16,616 | $773K | 0.0% | -58.8% | 0.236% | |
| 10/20/2025 | LifeWealth Investments LLC | 5,002 | $233K | 0.1% | -12.1% | 0.071% | |
| 10/15/2025 | CWM LLC | 72,455 | $3.37M | 0.0% | +129.7% | 1.028% | |
| 10/15/2025 | Brookstone Capital Management | 12,094 | $562K | 0.0% | -4.2% | 0.172% | |
| 10/15/2025 | Santori & Peters Inc. | 36,554 | $1.70M | 0.6% | +2.3% | 0.518% | |
| 10/14/2025 | Farther Finance Advisors LLC | 5,580 | $259K | 0.0% | -43.6% | 0.079% | |
| 10/10/2025 | Focus Financial Network Inc. | 6,133 | $285K | 0.0% | -24.4% | 0.087% | |
| 10/10/2025 | Signal Advisors Wealth LLC | 6,633 | $308K | 0.0% | -42.2% | 0.094% | |