| 10/13/2026 | Accel Wealth Management | 8,684 | $465K | 0.1% | -3.3% | 0.044% | |
| 10/13/2026 | Fragasso Financial Advisors Inc | 34,943 | $1.89M | 0.1% | N/A | 0.175% | |
| 10/8/2026 | Farther Finance Advisors LLC | 4,574 | $245K | 0.0% | -20.6% | 0.023% | |
| 10/6/2026 | Stewardship Concepts Financial Services LLC | 4,380 | $235K | 0.2% | -25.5% | 0.022% | |
| 10/6/2026 | Legacy Private Trust Co. | 12,555 | $673K | 0.0% | N/A | 0.063% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 301,501 | $15.76M | 0.0% | -50.8% | 1.513% | |
| 9/9/2026 | RFG Advisory LLC | 17,595 | $920K | 0.0% | +9.3% | 0.088% | |
| 9/9/2026 | NewEdge Advisors LLC | 16,917 | $884K | 0.0% | -8.3% | 0.085% | |
| 9/9/2026 | IFP Advisors Inc | 3,306 | $173K | 0.0% | -5.7% | 0.017% | |
| 8/26/2026 | Schulz Wealth LTD. | 38,105 | $1.99M | 1.0% | N/A | 0.191% | |
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| 8/23/2026 | Ameritas Advisory Services LLC | 17,990 | $940K | 0.0% | +76.0% | 0.090% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 38,310 | $2.00M | 0.0% | -2.8% | 0.192% | |
| 8/21/2026 | Integrity Financial Corp WA | 42,782 | $2.24M | 1.1% | -6.3% | 0.215% | |
| 7/10/2026 | Accel Wealth Management | 8,984 | $470K | 0.1% | -2.8% | 0.045% | |
| 6/3/2026 | NewEdge Advisors LLC | 18,457 | $895K | 0.0% | -4.3% | 0.093% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 7,074 | $343K | 0.0% | -20.1% | 0.035% | |
| 5/19/2026 | NewEdge Advisors LLC | 18,107 | $878K | 0.0% | -6.1% | 0.091% | |
| 5/19/2026 | Centaurus Financial Inc. | 15,444 | $749K | 0.0% | +143.3% | 0.077% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,172 | $202K | 0.0% | N/A | 0.021% | |
| 5/18/2026 | Sunbelt Securities Inc. | 6,209 | $301K | 0.0% | +38.4% | 0.031% | |
| 5/18/2026 | Royal Bank of Canada | 37,635 | $1.83M | 0.0% | +1.5% | 0.189% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 7,135 | $346K | 0.0% | N/A | 0.036% | |
| 5/13/2026 | Cetera Investment Advisers | 382,322 | $18.54M | 0.0% | +96.2% | 1.918% | |
| 5/7/2026 | Parallel Advisors LLC | 3,550 | $172K | 0.0% | N/A | 0.018% | |
| 5/7/2026 | World Equity Group Inc. | 11,789 | $572K | 0.1% | N/A | 0.059% | |
| 5/6/2026 | Assetmark Inc. | 289,680 | $14.05M | 0.0% | +6.7% | 1.453% | |
| 5/5/2026 | Sanctuary Advisors LLC | 10,915 | $529K | 0.0% | +41.7% | 0.055% | |
| 5/5/2026 | Sigma Planning Corp | 4,534 | $220K | 0.0% | N/A | 0.023% | |
| 5/4/2026 | Bleakley Financial Group LLC | 12,149 | $589K | 0.0% | N/A | 0.061% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 4,541 | $224K | 0.2% | -20.0% | 0.023% | |
| 4/30/2026 | Kestra Advisory Services LLC | 106,937 | $5.19M | 0.0% | +28.4% | 0.537% | |
| 4/28/2026 | Stephens Inc. AR | 92,167 | $4.47M | 0.1% | -60.9% | 0.462% | |
| 4/23/2026 | Apollon Wealth Management LLC | 7,538 | $366K | 0.0% | +45.4% | 0.038% | |
| 4/22/2026 | FWG Investments LLC. | 26,921 | $1.31M | 0.8% | +1.2% | 0.135% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 9,675 | $469K | 0.0% | +4.3% | 0.049% | |
| 4/20/2026 | RFG Advisory LLC | 16,104 | $781K | 0.0% | +10.7% | 0.081% | |
| 4/18/2026 | Faithward Advisors LLC | 46,317 | $2.25M | 0.3% | -3.0% | 0.232% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 15,122 | $733K | 0.1% | N/A | 0.076% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 7,182 | $348K | 0.1% | -96.4% | 0.036% | |
| 4/17/2026 | Brookstone Capital Management | 25,573 | $1.24M | 0.0% | +128.4% | 0.128% | |
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| 4/16/2026 | Founders Financial Securities LLC | 30,591 | $1.53M | 0.1% | +8.6% | 0.153% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 104,788 | $4.97M | 0.0% | +350.3% | 0.526% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 12,300 | $584K | 0.0% | -2.4% | 0.062% | |
| 2/18/2026 | NewEdge Advisors LLC | 19,281 | $915K | 0.0% | -33.7% | 0.097% | |
| 2/18/2026 | OLD Mission Capital LLC | 32,461 | $1.54M | 0.0% | +204.4% | 0.163% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 45,961 | $2.18M | 0.2% | -1.9% | 0.231% | |
| 2/17/2026 | Cetera Investment Advisers | 194,844 | $9.25M | 0.0% | +6.7% | 0.978% | |
| 2/17/2026 | Osaic Holdings Inc. | 78,728 | $3.74M | 0.0% | -40.1% | 0.395% | |
| 2/17/2026 | Faithward Advisors LLC | 47,749 | $2.27M | 0.3% | -4.1% | 0.240% | |
| 2/16/2026 | MML Investors Services LLC | 67,929 | $3.22M | 0.0% | -11.5% | 0.341% | |
| 2/16/2026 | Mariner LLC | 12,561 | $596K | 0.0% | -3.3% | 0.063% | |
| 2/16/2026 | Integrity Financial Corp WA | 48,244 | $2.29M | 1.2% | -9.1% | 0.242% | |
| 2/16/2026 | Barclays PLC | 2,102 | $100K | 0.0% | -53.0% | 0.011% | |
| 2/13/2026 | Kestra Advisory Services LLC | 83,309 | $3.95M | 0.0% | -1.9% | 0.418% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 131,875 | $6.26M | 0.0% | -3.5% | 0.662% | |
| 2/12/2026 | StoneX Group Inc. | 42,373 | $2.01M | 0.1% | +4.3% | 0.213% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 5,810 | $276K | 0.0% | -15.1% | 0.029% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 20,655 | $980K | 0.0% | -8.3% | 0.104% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 201,582 | $9.57M | 2.1% | -1.0% | 1.011% | |
| 2/11/2026 | 1776 Wealth LLC | 27,720 | $1.32M | 0.5% | +0.8% | 0.139% | |
| 2/11/2026 | LPL Financial LLC | 118,781 | $5.64M | 0.0% | +4.4% | 0.596% | |
| 2/10/2026 | REAP Financial Group LLC | 127,466 | $6.05M | 1.2% | -0.9% | 0.640% | |
| 2/10/2026 | Founders Financial Securities LLC | 28,163 | $1.34M | 0.1% | +13.2% | 0.141% | |
| 2/9/2026 | Integrity Alliance LLC. | 10,403 | $494K | 0.0% | N/A | 0.052% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 93,444 | $4.44M | 0.7% | -6.3% | 0.469% | |
| 2/9/2026 | Harbour Investments Inc. | 80,203 | $3.81M | 0.1% | -5.9% | 0.402% | |
| 2/9/2026 | Prospera Financial Services Inc | 5,460 | $259K | 0.0% | +5.2% | 0.027% | |
| 2/6/2026 | Goldenstone Wealth Management LLC | 10,020 | $476K | 0.4% | N/A | 0.050% | |
| 2/6/2026 | IFP Advisors Inc | 3,483 | $165K | 0.0% | +14.7% | 0.017% | |
| 2/5/2026 | Stephens Inc. AR | 235,482 | $11.18M | 0.1% | -27.4% | 1.182% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 9,745 | $463K | 0.0% | -18.8% | 0.049% | |
| 2/3/2026 | RFG Advisory LLC | 14,546 | $690K | 0.0% | +12.9% | 0.073% | |
| 2/2/2026 | Truist Financial Corp | 46,621 | $2.21M | 0.0% | -1.2% | 0.234% | |
| 2/2/2026 | Fifth Third Bancorp | 825 | $39K | 0.0% | N/A | 0.004% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 26,077 | $1.24M | 0.0% | -77.3% | 0.131% | |
| 1/29/2026 | IMC Chicago LLC | 11,841 | $562K | 0.0% | N/A | 0.059% | |
| 1/29/2026 | Camelot Portfolios LLC | 4,302 | $204K | 0.1% | -35.9% | 0.022% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 14,460 | $686K | 0.0% | -4.5% | 0.073% | |
| 1/28/2026 | Arbor Capital Management Inc. ADV | 5,678 | $270K | 0.2% | -4.7% | 0.028% | |
| 1/28/2026 | FWG Investments LLC. | 26,613 | $1.26M | 0.8% | -19.3% | 0.134% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 7,103 | $337K | 0.0% | -32.9% | 0.036% | |
| 1/26/2026 | CWM LLC | 86,268 | $4.10M | 0.0% | -14.4% | 0.433% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,911 | $186K | 0.0% | -36.4% | 0.020% | |
| 1/23/2026 | Assetmark Inc. | 271,438 | $12.88M | 0.0% | +16.2% | 1.362% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 67,292 | $3.19M | 0.3% | -9.4% | 0.338% | |
| 1/21/2026 | Sowell Financial Services LLC | 6,858 | $326K | 0.0% | -14.2% | 0.034% | |
| 1/20/2026 | Stewardship Concepts Financial Services LLC | 5,880 | $279K | 0.2% | N/A | 0.030% | |
| 1/20/2026 | SOA Wealth Advisors LLC. | 8,853 | $420K | 0.0% | -4.2% | 0.044% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 9,275 | $441K | 0.0% | +62.2% | 0.047% | |
| 1/15/2026 | Brookstone Capital Management | 11,196 | $531K | 0.0% | +20.7% | 0.056% | |
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| 1/13/2026 | CoreCap Advisors LLC | 15,398 | $731K | 0.0% | +3.7% | 0.077% | |
| 1/8/2026 | Legacy Private Trust Co. | 13,328 | $633K | 0.0% | +2.4% | 0.067% | |
| 11/19/2025 | Faithward Advisors LLC | 49,774 | $2.31M | 0.3% | -9.2% | 0.250% | |
| 11/19/2025 | Sunbelt Securities Inc. | 4,486 | $208K | 0.0% | +47.8% | 0.023% | |
| 11/17/2025 | Camelot Portfolios LLC | 6,714 | $311K | 0.2% | -5.1% | 0.034% | |
| 11/17/2025 | Harvest Investment Services LLC | 23,689 | $1.10M | 0.2% | -19.3% | 0.119% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 14,665 | $680K | 0.0% | -4.6% | 0.074% | |
| 11/17/2025 | Susquehanna International Group LLP | 13,392 | $621K | 0.0% | -40.8% | 0.067% | |
| 11/17/2025 | Mariner LLC | 12,992 | $603K | 0.0% | -19.3% | 0.065% | |
| 11/17/2025 | Citadel Advisors LLC | 21,680 | $1.01M | 0.0% | +197.4% | 0.109% | |