| 5/5/2026 | Schwallier Wealth Management LLC | 8,358 | $376K | 0.3% | +5.8% | 0.126% | |
| 5/5/2026 | Sanctuary Advisors LLC | 9,137 | $411K | 0.0% | -21.9% | 0.137% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 5,590 | $253K | 0.2% | -18.9% | 0.084% | |
| 4/30/2026 | Kestra Advisory Services LLC | 212,578 | $9.55M | 0.0% | +0.6% | 3.197% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 132,963 | $5.97M | 0.0% | +1.5% | 1.999% | |
| 4/22/2026 | Spectrum Asset Management Inc. NB CA | 134,686 | $6.05M | 1.9% | -0.6% | 2.025% | |
| 4/16/2026 | Founders Financial Securities LLC | 72,155 | $3.32M | 0.2% | +19.7% | 1.085% | |
| 2/18/2026 | OLD Mission Capital LLC | 31,304 | $1.42M | 0.0% | +13.4% | 0.471% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 7,116 | $322K | 0.0% | -9.8% | 0.107% | |
| 2/17/2026 | Cetera Investment Advisers | 95,903 | $4.34M | 0.0% | +14.2% | 1.442% | |
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| 2/17/2026 | Kovack Advisors Inc. | 25,622 | $1.16M | 0.1% | +29.4% | 0.385% | |
| 2/17/2026 | Osaic Holdings Inc. | 65,958 | $2.98M | 0.0% | -9.3% | 0.992% | |
| 2/16/2026 | MML Investors Services LLC | 10,868 | $492K | 0.0% | +81.3% | 0.163% | |
| 2/16/2026 | Mariner LLC | 14,404 | $652K | 0.0% | -23.5% | 0.217% | |
| 2/16/2026 | Integrity Financial Corp WA | 23,994 | $1.09M | 0.5% | -29.8% | 0.361% | |
| 2/16/2026 | Arax Advisory Partners | 665 | $30K | 0.0% | N/A | 0.010% | |
| 2/16/2026 | Barclays PLC | 3,997 | $181K | 0.0% | -11.6% | 0.060% | |
| 2/13/2026 | Kestra Advisory Services LLC | 211,339 | $9.56M | 0.0% | -1.8% | 3.178% | |
| 2/12/2026 | TopTier Wealth Management LLC | 27,691 | $1.25M | 0.9% | N/A | 0.416% | |
| 2/12/2026 | Triumph Capital Management | 642 | $29K | 0.0% | +597.8% | 0.010% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 90,416 | $4.09M | 0.0% | -28.7% | 1.360% | |
| 2/12/2026 | StoneX Group Inc. | 28,852 | $1.31M | 0.1% | -2.0% | 0.434% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 35,101 | $1.59M | 0.4% | -1.7% | 0.528% | |
| 2/12/2026 | Kovack Advisors Inc. | 25,622 | $1.16M | 0.1% | +29.4% | 0.385% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 131,053 | $5.93M | 0.0% | +1.2% | 1.971% | |
| 2/11/2026 | Winnow Wealth LLC | 11,499 | $529K | 0.4% | -3.1% | 0.173% | |
| 2/11/2026 | LPL Financial LLC | 44,013 | $1.99M | 0.0% | +1.7% | 0.662% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 18,318 | $829K | 0.7% | -14.3% | 0.275% | |
| 2/10/2026 | REAP Financial Group LLC | 157,506 | $7.13M | 1.4% | -5.3% | 2.369% | |
| 2/10/2026 | Founders Financial Securities LLC | 60,297 | $2.73M | 0.2% | +9.6% | 0.907% | |
| 2/9/2026 | Harbour Investments Inc. | 49,497 | $2.24M | 0.0% | +0.6% | 0.744% | |
| 2/6/2026 | Ignite Planners LLC | 18,368 | $835K | 0.1% | -13.0% | 0.276% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 7,057 | $319K | 0.0% | -45.9% | 0.106% | |
| 2/2/2026 | Truist Financial Corp | 139,596 | $6.32M | 0.0% | -1.0% | 2.099% | |
| 2/2/2026 | Grantvest Financial Group LLC | 19,560 | $885K | 0.6% | -16.4% | 0.294% | |
| 1/28/2026 | Arbor Capital Management Inc. ADV | 6,896 | $312K | 0.3% | -6.6% | 0.104% | |
| 1/26/2026 | CWM LLC | 79,097 | $3.58M | 0.0% | -4.8% | 1.189% | |
| 1/26/2026 | Spectrum Asset Management Inc. NB CA | 135,514 | $6.13M | 2.0% | -0.9% | 2.038% | |
| 1/23/2026 | Farther Finance Advisors LLC | 14,538 | $658K | 0.0% | -26.1% | 0.219% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 7,070 | $320K | 0.0% | +22.0% | 0.106% | |
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| 1/14/2026 | Nova Wealth Management Inc. | 8,678 | $393K | 0.3% | -3.6% | 0.130% | |
| 1/5/2026 | Foguth Wealth Management LLC. | 4,619 | $209K | 0.0% | N/A | 0.069% | |
| 11/19/2025 | Sunbelt Securities Inc. | 14,218 | $630K | 0.0% | -13.0% | 0.214% | |
| 11/17/2025 | Prosperity Consulting Group LLC | 4,663 | $207K | 0.0% | N/A | 0.070% | |
| 11/17/2025 | Mariner LLC | 18,838 | $835K | 0.0% | +55.3% | 0.283% | |
| 11/17/2025 | Citadel Advisors LLC | 22,178 | $983K | 0.0% | +95.8% | 0.334% | |
| 11/17/2025 | Bank of America Corp DE | 3,637 | $161K | 0.0% | N/A | 0.055% | |
| 11/17/2025 | Brass Tax Wealth Management Inc. | 16,594 | $735K | 0.1% | -3.0% | 0.250% | |
| 11/14/2025 | Raymond James Financial Inc. | 154,861 | $6.86M | 0.0% | -36.4% | 2.329% | |
| 11/13/2025 | Sequent Planning LLC | 9,600 | $425K | 0.1% | +46.9% | 0.144% | |
| 11/10/2025 | Clear Creek Financial Management LLC | 5,795 | $257K | 0.0% | N/A | 0.087% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 13,054 | $579K | 0.0% | -4.3% | 0.196% | |
| 11/6/2025 | Integrity Financial Corp WA | 34,191 | $1.52M | 0.7% | -2.5% | 0.514% | |
| 11/6/2025 | REAP Financial Group LLC | 166,302 | $7.37M | 1.6% | -10.7% | 2.501% | |
| 11/6/2025 | RFG Advisory LLC | 11,485 | $509K | 0.0% | -3.0% | 0.173% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 10,778 | $478K | 0.0% | -12.2% | 0.162% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 181,908 | $8.06M | 0.0% | +6.5% | 2.735% | |
| 11/4/2025 | Grantvest Financial Group LLC | 23,396 | $1.04M | 0.7% | -23.9% | 0.352% | |
| 11/4/2025 | Core Wealth Partners LLC | 6,600 | $293K | 0.1% | +5.6% | 0.099% | |
| 11/4/2025 | Winnow Wealth LLC | 11,868 | $534K | 0.4% | N/A | 0.178% | |
| 11/3/2025 | Ritter Daniher Financial Advisory LLC DE | 30,261 | $1.34M | 0.2% | N/A | 0.455% | |
| 11/3/2025 | Arbor Capital Management Inc. ADV | 7,383 | $327K | 0.3% | -3.0% | 0.111% | |
| 11/3/2025 | Truist Financial Corp | 140,976 | $6.25M | 0.0% | +1.4% | 2.120% | |
| 10/27/2025 | Wetzel Investment Advisors Inc. | 15,362 | $681K | 0.3% | -5.2% | 0.231% | |
| 10/23/2025 | Spectrum Asset Management Inc. NB CA | 136,741 | $6.06M | 2.1% | -1.9% | 2.056% | |
| 10/23/2025 | Spire Wealth Management | 4,373 | $194K | 0.0% | -33.6% | 0.066% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 126,742 | $5.62M | 0.0% | -3.4% | 1.906% | |
| 10/15/2025 | CWM LLC | 83,062 | $3.68M | 0.0% | -5.5% | 1.249% | |
| 10/15/2025 | Founders Financial Securities LLC | 54,995 | $2.44M | 0.2% | +42.0% | 0.827% | |
| 10/14/2025 | Farther Finance Advisors LLC | 19,669 | $872K | 0.0% | -27.7% | 0.296% | |
| 10/7/2025 | Nova Wealth Management Inc. | 9,003 | $399K | 0.3% | -25.4% | 0.135% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 21,396 | $916K | 1.1% | N/A | 0.322% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 750 | $32K | 0.0% | +100.0% | 0.011% | |
| 8/15/2025 | Riggs Asset Managment Co. Inc. | 2,265 | $97K | 0.0% | N/A | 0.034% | |
| 8/14/2025 | Jane Street Group LLC | 21,037 | $901K | 0.0% | N/A | 0.316% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 121,341 | $5.20M | 0.3% | N/A | 1.825% | |
| 8/14/2025 | Raymond James Financial Inc. | 243,679 | $10.43M | 0.0% | -1.2% | 3.664% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 5,431 | $232K | 0.0% | N/A | 0.082% | |
| 8/13/2025 | StoneX Group Inc. | 30,207 | $1.29M | 0.1% | +56.7% | 0.454% | |
| 8/12/2025 | Insigneo Advisory Services LLC | 5,374 | $230K | 0.0% | N/A | 0.081% | |
| 8/12/2025 | JPMorgan Chase & Co. | 595 | $25K | 0.0% | -81.9% | 0.009% | |
| 8/8/2025 | Cetera Investment Advisers | 81,803 | $3.50M | 0.0% | +60.9% | 1.230% | |
| 8/6/2025 | AE Wealth Management LLC | 1,877 | $80K | 0.0% | -71.8% | 0.028% | |
| 8/5/2025 | Integrity Financial Corp WA | 35,068 | $1.50M | 0.8% | +4.0% | 0.527% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 15,525 | $665K | 0.0% | +16.8% | 0.233% | |
| 8/4/2025 | Kovack Advisors Inc. | 19,774 | $847K | 0.1% | N/A | 0.297% | |
| 8/4/2025 | Arbor Capital Management Inc. ADV | 7,610 | $327K | 0.3% | +31.2% | 0.114% | |
| 8/4/2025 | Spire Wealth Management | 6,581 | $282K | 0.0% | -75.1% | 0.099% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 9,060 | $388K | 0.1% | N/A | 0.136% | |
| 8/1/2025 | Ferguson Shapiro LLC | 6,762 | $289K | 0.1% | N/A | 0.102% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 170,776 | $7.31M | 0.0% | +126.6% | 2.568% | |
| 7/30/2025 | Strategic Blueprint LLC | 10,798 | $462K | 0.0% | +99.9% | 0.162% | |
| 7/28/2025 | Mutual Advisors LLC | 32,605 | $1.42M | 0.0% | +37.9% | 0.490% | |
| 7/28/2025 | Harbour Investments Inc. | 52,659 | $2.25M | 0.1% | +7.1% | 0.792% | |
| 7/28/2025 | RFG Advisory LLC | 11,846 | $507K | 0.0% | N/A | 0.178% | |
| 7/25/2025 | CWM LLC | 87,884 | $3.76M | 0.0% | +5.1% | 1.322% | |
| 7/23/2025 | Spectrum Asset Management Inc. NB CA | 139,416 | $5.97M | 2.6% | +1,472.7% | 2.096% | |
| 7/23/2025 | REAP Financial Group LLC | 186,195 | $7.97M | 1.9% | -19.2% | 2.800% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 113,880 | $4.88M | 1.2% | N/A | 1.712% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 13,640 | $584K | 0.0% | -12.5% | 0.205% | |