| 10/14/2026 | Wetzel Investment Advisors Inc. | 31,478 | $1.44M | 0.5% | -4.0% | 0.334% | |
| 10/14/2026 | Signal Advisors Wealth LLC | 20,151 | $921K | 0.0% | +13.8% | 0.214% | |
| 10/9/2026 | Decker Wealth Management LLC | 165,731 | $7.58M | 1.6% | -13.0% | 1.757% | |
| 10/8/2026 | Farther Finance Advisors LLC | 6,640 | $304K | 0.0% | -16.7% | 0.070% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 4,718 | $211K | 0.0% | N/A | 0.050% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 352,821 | $15.78M | 0.0% | +138.9% | 3.741% | |
| 9/9/2026 | RFG Advisory LLC | 14,853 | $664K | 0.0% | +6.7% | 0.158% | |
| 9/9/2026 | NewEdge Advisors LLC | 10,217 | $457K | 0.0% | +14.2% | 0.108% | |
| 8/26/2026 | Schulz Wealth LTD. | 13,413 | $600K | 0.3% | N/A | 0.142% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 20,780 | $930K | 0.0% | +42.2% | 0.220% | |
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| 8/21/2026 | Integrity Financial Corp WA | 26,825 | $1.20M | 0.6% | +0.9% | 0.284% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 34,061 | $1.52M | 0.2% | -12.2% | 0.361% | |
| 5/27/2026 | Capasso Planning Partners LLC | 5,630 | $239K | 0.1% | N/A | 0.060% | |
| 5/19/2026 | NewEdge Advisors LLC | 8,034 | $341K | 0.0% | -11.4% | 0.085% | |
| 5/19/2026 | Centaurus Financial Inc. | 7,652 | $324K | 0.0% | -6.8% | 0.081% | |
| 5/18/2026 | Sunbelt Securities Inc. | 17,829 | $756K | 0.0% | +12.7% | 0.189% | |
| 5/13/2026 | Cetera Investment Advisers | 87,561 | $3.71M | 0.0% | -54.8% | 0.929% | |
| 5/7/2026 | Decker Wealth Management LLC | 196,714 | $8.34M | 1.9% | N/A | 2.086% | |
| 5/5/2026 | 1ST Source Bank | 23,780 | $1.01M | 0.1% | N/A | 0.252% | |
| 5/4/2026 | Uptick Partners LLC | 34,537 | $1.46M | 0.3% | -4.5% | 0.366% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 5,005 | $215K | 0.2% | -20.2% | 0.053% | |
| 4/30/2026 | Kestra Advisory Services LLC | 237,265 | $10.06M | 0.0% | +7.1% | 2.516% | |
| 4/23/2026 | Wetzel Investment Advisors Inc. | 33,666 | $1.43M | 0.6% | -1.9% | 0.357% | |
| 4/22/2026 | Spectrum Asset Management Inc. NB CA | 248,216 | $10.52M | 3.3% | +5.7% | 2.632% | |
| 4/21/2026 | Echo Wealth Management LLC | 4,995 | $212K | 0.1% | -16.7% | 0.053% | |
| 4/21/2026 | Maltin Wealth Management Inc. | 4,878 | $207K | 0.1% | -75.8% | 0.052% | |
| 4/16/2026 | Founders Financial Securities LLC | 77,176 | $3.34M | 0.2% | +18.7% | 0.818% | |
| 2/18/2026 | NewEdge Advisors LLC | 9,065 | $378K | 0.0% | -3.1% | 0.096% | |
| 2/18/2026 | VestGen Investment Management | 10,279 | $428K | 0.2% | N/A | 0.109% | |
| 2/18/2026 | VestGen Advisors LLC | 5,256 | $219K | 0.0% | N/A | 0.056% | |
| 2/17/2026 | Cetera Investment Advisers | 193,888 | $8.08M | 0.0% | +112.5% | 2.056% | |
| 2/17/2026 | Kovack Advisors Inc. | 14,349 | $598K | 0.0% | +80.3% | 0.152% | |
| 2/17/2026 | Osaic Holdings Inc. | 96,710 | $4.03M | 0.0% | -4.9% | 1.026% | |
| 2/16/2026 | MML Investors Services LLC | 36,039 | $1.50M | 0.0% | +38.7% | 0.382% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 25,560 | $1.07M | 0.1% | -2.1% | 0.271% | |
| 2/16/2026 | Integrity Financial Corp WA | 29,413 | $1.23M | 0.6% | -16.8% | 0.312% | |
| 2/13/2026 | CreativeOne Wealth LLC | 14,334 | $597K | 0.0% | N/A | 0.152% | |
| 2/13/2026 | Kestra Advisory Services LLC | 221,487 | $9.23M | 0.0% | +6.6% | 2.349% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 646 | $27K | 0.0% | N/A | 0.007% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 6,522 | $272K | 0.0% | +4.3% | 0.069% | |
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| 2/12/2026 | Commonwealth Equity Services LLC | 144,046 | $6M | 0.0% | -24.1% | 1.528% | |
| 2/12/2026 | StoneX Group Inc. | 31,140 | $1.30M | 0.1% | +4.9% | 0.330% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 157,475 | $6.56M | 1.8% | -12.0% | 1.670% | |
| 2/12/2026 | Kovack Advisors Inc. | 14,349 | $598K | 0.0% | +80.3% | 0.152% | |
| 2/11/2026 | LPL Financial LLC | 54,337 | $2.26M | 0.0% | +2.8% | 0.576% | |
| 2/11/2026 | Tradition Wealth Management LLC | 12,184 | $508K | 0.0% | -8.3% | 0.129% | |
| 2/10/2026 | REAP Financial Group LLC | 26,523 | $1.11M | 0.2% | -11.5% | 0.281% | |
| 2/10/2026 | Founders Financial Securities LLC | 65,014 | $2.71M | 0.2% | +9.8% | 0.689% | |
| 2/9/2026 | Harbour Investments Inc. | 32,202 | $1.34M | 0.0% | +2.1% | 0.341% | |
| 2/6/2026 | Ignite Planners LLC | 40,554 | $1.70M | 0.3% | -5.6% | 0.430% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 14,375 | $599K | 0.0% | +44.0% | 0.152% | |
| 2/3/2026 | FSB Premier Wealth Management Inc. | 18,165 | $757K | 0.2% | -1.8% | 0.193% | |
| 2/3/2026 | RFG Advisory LLC | 13,700 | $571K | 0.0% | +1.9% | 0.145% | |
| 2/2/2026 | Grantvest Financial Group LLC | 6,623 | $276K | 0.2% | -17.8% | 0.070% | |
| 2/2/2026 | Uptick Partners LLC | 36,166 | $1.51M | 0.3% | -5.1% | 0.384% | |
| 1/29/2026 | Camelot Portfolios LLC | 3,152 | $131K | 0.1% | N/A | 0.033% | |
| 1/28/2026 | Arbor Capital Management Inc. ADV | 6,273 | $262K | 0.2% | -5.0% | 0.067% | |
| 1/26/2026 | CWM LLC | 89,447 | $3.73M | 0.0% | +8.1% | 0.949% | |
| 1/26/2026 | Spectrum Asset Management Inc. NB CA | 234,763 | $9.78M | 3.3% | -1.6% | 2.490% | |
| 1/23/2026 | Farther Finance Advisors LLC | 6,399 | $267K | 0.0% | -26.4% | 0.068% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 25,834 | $1.08M | 0.1% | -11.7% | 0.274% | |
| 1/22/2026 | Wetzel Investment Advisors Inc. | 34,334 | $1.43M | 0.6% | -0.9% | 0.364% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 4,898 | $204K | 0.0% | +9.9% | 0.052% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,056 | $44K | 0.0% | N/A | 0.011% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 7,682 | $320K | 0.0% | -8.4% | 0.081% | |
| 1/15/2026 | Maltin Wealth Management Inc. | 20,192 | $841K | 0.3% | -4.4% | 0.214% | |
| 1/14/2026 | Nova Wealth Management Inc. | 5,846 | $244K | 0.2% | -7.7% | 0.062% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 14,047 | $585K | 0.0% | N/A | 0.149% | |
| 1/12/2026 | Focus Financial Network Inc. | 5,132 | $214K | 0.0% | -34.3% | 0.054% | |
| 1/5/2026 | Foguth Wealth Management LLC. | 38,780 | $1.62M | 0.3% | N/A | 0.411% | |
| 11/19/2025 | Sunbelt Securities Inc. | 15,824 | $645K | 0.0% | +48.3% | 0.168% | |
| 11/18/2025 | Advisory Services Network LLC | 1,250 | $51K | 0.0% | N/A | 0.013% | |
| 11/17/2025 | Susquehanna International Group LLP | 14,824 | $604K | 0.0% | N/A | 0.157% | |
| 11/17/2025 | Prosperity Consulting Group LLC | 5,698 | $232K | 0.0% | -8.8% | 0.060% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 5,782 | $236K | 0.0% | N/A | 0.061% | |
| 11/17/2025 | Citadel Advisors LLC | 20,217 | $824K | 0.0% | -16.4% | 0.214% | |
| 11/14/2025 | Raymond James Financial Inc. | 64,889 | $2.65M | 0.0% | -19.7% | 0.688% | |
| 11/14/2025 | Wood Tarver Financial Group LLC | 179,018 | $7.30M | 2.2% | -3.7% | 1.898% | |
| 11/12/2025 | Cresset Asset Management LLC | 8,015 | $327K | 0.0% | -7.3% | 0.085% | |
| 11/10/2025 | Clear Creek Financial Management LLC | 29,252 | $1.19M | 0.1% | +19.1% | 0.310% | |
| 11/7/2025 | Uniting Wealth Partners LLC | 23,147 | $944K | 0.2% | N/A | 0.245% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 9,982 | $407K | 0.0% | -11.0% | 0.106% | |
| 11/6/2025 | Integrity Financial Corp WA | 35,371 | $1.44M | 0.7% | -5.2% | 0.375% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 14,527 | $592K | 0.0% | -12.0% | 0.154% | |
| 11/6/2025 | REAP Financial Group LLC | 29,984 | $1.22M | 0.3% | -10.2% | 0.318% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 98,542 | $4.02M | 0.0% | +6.8% | 1.045% | |
| 11/4/2025 | IMC Chicago LLC | 11,186 | $456K | 0.0% | N/A | 0.119% | |
| 11/4/2025 | Grantvest Financial Group LLC | 8,060 | $329K | 0.2% | -26.5% | 0.085% | |
| 11/4/2025 | Winnow Wealth LLC | 6,728 | $276K | 0.2% | N/A | 0.071% | |
| 11/3/2025 | Ritter Daniher Financial Advisory LLC DE | 86,820 | $3.54M | 0.6% | N/A | 0.921% | |
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| 11/3/2025 | AE Wealth Management LLC | 945 | $39K | 0.0% | -28.8% | 0.010% | |
| 10/27/2025 | Wetzel Investment Advisors Inc. | 34,654 | $1.41M | 0.6% | -4.1% | 0.367% | |
| 10/24/2025 | Columbia Advisory Partners LLC | 5,702 | $232K | 0.2% | -41.4% | 0.060% | |
| 10/23/2025 | Spectrum Asset Management Inc. NB CA | 238,549 | $9.73M | 3.4% | -1.1% | 2.530% | |
| 10/23/2025 | Spire Wealth Management | 5,903 | $241K | 0.0% | -6.5% | 0.063% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 1,000 | $41K | 0.0% | -39.1% | 0.011% | |
| 10/22/2025 | Echo Wealth Management LLC | 5,995 | $244K | 0.1% | -24.7% | 0.064% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 189,851 | $7.74M | 0.0% | -11.3% | 2.013% | |
| 10/20/2025 | Diversified Trust Co | 5,000 | $204K | 0.0% | N/A | 0.053% | |
| 10/15/2025 | CWM LLC | 82,774 | $3.38M | 0.0% | -1.0% | 0.878% | |