| 9/23/2026 | Envestnet Asset Management Inc. | 34,706 | $1.27M | 0.0% | +2.2% | 0.256% | |
| 8/22/2026 | ZEGA Investments LLC | 6,533 | $238K | 0.0% | N/A | 0.048% | |
| 7/10/2026 | ALM First Financial Advisors LLC | 1,477,500 | $53.91M | 8.6% | +206.2% | 10.904% | |
| 7/7/2026 | Fermata Advisors LLC | 168,877 | $6.16M | 1.2% | -3.4% | 1.246% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 55,800 | $2.04M | 0.1% | +2.4% | 0.412% | |
| 7/6/2026 | Longview Financial Advisors Inc. | 408,176 | $14.89M | 8.7% | +2.9% | 3.012% | |
| 7/1/2026 | Miller Global Investments LLC | 31,837 | $1.16M | 1.0% | -0.9% | 0.235% | |
| 6/18/2026 | Western Wealth Management LLC | 46,344 | $1.73M | 0.1% | N/A | 0.342% | |
| 6/3/2026 | CoreFirst Bank & Trust | 53,874 | $2.01M | 1.1% | +4.2% | 0.398% | |
| 6/3/2026 | NewEdge Advisors LLC | 37,440 | $1.40M | 0.0% | +1.4% | 0.276% | |
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| 5/19/2026 | Western Wealth Management LLC | 46,344 | $1.73M | 0.1% | N/A | 0.342% | |
| 5/19/2026 | Arkadios Wealth Advisors | 119,473 | $4.46M | 0.1% | +4.0% | 0.882% | |
| 5/18/2026 | Sunbelt Securities Inc. | 61,377 | $2.29M | 0.1% | +1.4% | 0.453% | |
| 5/18/2026 | Royal Bank of Canada | 76,992 | $2.87M | 0.0% | -10.7% | 0.568% | |
| 5/18/2026 | Empowered Funds LLC | 460,707 | $17.20M | 0.1% | +20.8% | 3.400% | |
| 5/15/2026 | Waverly Advisors LLC | 2,463 | $92K | 0.0% | N/A | 0.018% | |
| 5/14/2026 | Modern Wealth Management LLC | 68,808 | $2.56M | 0.0% | -10.2% | 0.508% | |
| 5/13/2026 | Cetera Investment Advisers | 13,020 | $486K | 0.0% | -4.9% | 0.096% | |
| 5/6/2026 | Independent Financial Group LLC | 13,950 | $521K | 0.0% | N/A | 0.103% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 60,159 | $2.25M | 1.6% | +4.5% | 0.444% | |
| 5/5/2026 | D.A. Davidson & CO. | 51,181 | $1.91M | 0.0% | +6.3% | 0.378% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 28,259 | $1.06M | 0.0% | -14.1% | 0.209% | |
| 5/5/2026 | Sanctuary Advisors LLC | 40,322 | $1.51M | 0.0% | +19.4% | 0.298% | |
| 5/4/2026 | HBW Advisory Services LLC | 30,651 | $1.14M | 0.1% | +10.7% | 0.226% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 99,927 | $3.73M | 0.7% | -2.1% | 0.737% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 117,180 | $4.38M | 0.5% | +114.5% | 0.865% | |
| 4/28/2026 | Bravias Capital Group LLC | 16,289 | $608K | 0.4% | +4.3% | 0.120% | |
| 4/20/2026 | Longview Financial Advisors Inc. | 396,597 | $14.81M | 9.0% | +4.6% | 2.927% | |
| 4/20/2026 | Park Edge Advisors LLC | 32,499 | $1.21M | 0.3% | N/A | 0.240% | |
| 4/20/2026 | Ritholtz Wealth Management | 8,026 | $300K | 0.0% | N/A | 0.059% | |
| 4/17/2026 | Brookstone Capital Management | 119,473 | $4.46M | 0.1% | +3.5% | 0.882% | |
| 3/13/2026 | Lane Brothers & Co. Inc. | 57,546 | $1.87M | 1.4% | N/A | 0.425% | |
| 2/20/2026 | Sunbelt Securities Inc. | 60,556 | $1.97M | 0.1% | -3.6% | 0.447% | |
| 2/19/2026 | Compound Planning Inc. | 9,626 | $313K | 0.0% | -46.5% | 0.071% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 17,188 | $558K | 0.0% | +27.2% | 0.127% | |
| 2/18/2026 | NewEdge Advisors LLC | 36,923 | $1.20M | 0.0% | +3.8% | 0.272% | |
| 2/18/2026 | Empowered Funds LLC | 381,536 | $12.40M | 0.1% | +32.9% | 2.816% | |
| 2/17/2026 | AQR Capital Management LLC | 7,469 | $243K | 0.0% | N/A | 0.055% | |
| 2/17/2026 | Equitable Holdings Inc. | 201,962 | $6.56M | 0.0% | -5.6% | 1.490% | |
| 2/17/2026 | Regal Investment Advisors LLC | 7,711 | $251K | 0.0% | N/A | 0.057% | |
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| 2/17/2026 | Osaic Holdings Inc. | 70,186 | $2.28M | 0.0% | +12.1% | 0.518% | |
| 2/17/2026 | Royal Bank of Canada | 86,233 | $2.80M | 0.0% | +14.8% | 0.636% | |
| 2/16/2026 | MML Investors Services LLC | 23,619 | $767K | 0.0% | -7.2% | 0.174% | |
| 2/16/2026 | Focus Partners Wealth | 380,629 | $12.37M | 0.0% | +3.1% | 2.809% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,710 | $56K | 0.0% | N/A | 0.013% | |
| 2/13/2026 | Stifel Financial Corp | 19,381 | $630K | 0.0% | -2.9% | 0.143% | |
| 2/13/2026 | Arkadios Wealth Advisors | 114,859 | $3.73M | 0.1% | +8.4% | 0.848% | |
| 2/13/2026 | Summit Financial LLC | 38,025 | $1.24M | 0.0% | -3.0% | 0.281% | |
| 2/12/2026 | Jane Street Group LLC | 100,000 | $3.25M | 0.0% | N/A | 0.738% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 485,461 | $15.77M | 0.0% | +18.1% | 3.583% | |
| 2/12/2026 | Betterment LLC | 28,953 | $941K | 0.0% | -3.6% | 0.214% | |
| 2/12/2026 | Cowa LLC | 9,818 | $319K | 0.1% | -6.5% | 0.072% | |
| 2/11/2026 | Empowered Funds LLC | 381,536 | $12.40M | 0.1% | +32.9% | 2.816% | |
| 2/11/2026 | GWN Securities Inc. | 12,172 | $395K | 0.1% | +3.5% | 0.090% | |
| 2/11/2026 | LPL Financial LLC | 362,448 | $11.78M | 0.0% | +4.6% | 2.675% | |
| 2/10/2026 | Kesler Norman & Wride LLC | 93,902 | $3.05M | 0.5% | -6.8% | 0.693% | |
| 2/10/2026 | Rothschild Investment LLC | 557,994 | $18.13M | 1.0% | +6.3% | 4.118% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 5,335 | $173K | 0.0% | +429.3% | 0.039% | |
| 2/10/2026 | IFG Advisory LLC | 6,229 | $202K | 0.0% | N/A | 0.046% | |
| 2/9/2026 | ARQ Wealth Advisors LLC | 102,102 | $3.32M | 0.9% | -0.3% | 0.754% | |
| 2/6/2026 | Intellus Advisors LLC | 569,018 | $18.49M | 2.5% | +1.4% | 4.199% | |
| 2/6/2026 | HighTower Advisors LLC | 1,936,748 | $62.93M | 0.1% | +12.7% | 14.293% | |
| 2/5/2026 | Allworth Financial LP | 2,674 | $87K | 0.0% | +47.7% | 0.020% | |
| 2/2/2026 | Longview Financial Advisors Inc. | 379,154 | $12.32M | 8.4% | +1.3% | 2.798% | |
| 2/2/2026 | Ellis Investment Partners LLC | 6,516 | $212K | 0.0% | -4.3% | 0.048% | |
| 1/30/2026 | Opus Capital Group LLC | 302,842 | $9.84M | 1.1% | -0.3% | 2.235% | |
| 1/29/2026 | D.A. Davidson & CO. | 48,166 | $1.57M | 0.0% | +5.0% | 0.355% | |
| 1/29/2026 | Sanctuary Advisors LLC | 33,773 | $1.10M | 0.0% | -3.5% | 0.249% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 32,904 | $1.07M | 0.0% | -5.2% | 0.243% | |
| 1/26/2026 | Greenwood Capital Associates LLC | 54,638 | $1.78M | 0.2% | +26.4% | 0.403% | |
| 1/26/2026 | United Advisor Group LLC | 169,564 | $5.51M | 0.7% | +9.4% | 1.251% | |
| 1/26/2026 | CWM LLC | 809,897 | $26.31M | 0.1% | +12.3% | 5.977% | |
| 1/23/2026 | Aspect Partners LLC | 124,387 | $4.04M | 1.8% | +10.0% | 0.918% | |
| 1/20/2026 | Savvy Advisors Inc. | 90,344 | $2.94M | 0.1% | -0.8% | 0.667% | |
| 1/15/2026 | Brookstone Capital Management | 115,402 | $3.75M | 0.0% | +8.4% | 0.852% | |
| 1/14/2026 | Exchange Traded Concepts LLC | 150,008 | $4.87M | 0.0% | +2.2% | 1.107% | |
| 1/14/2026 | Verum Partners LLC | 220,062 | $7.15M | 1.4% | +11.7% | 1.624% | |
| 1/12/2026 | DAVENPORT & Co LLC | 18,018 | $585K | 0.0% | +8.4% | 0.133% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 54,192 | $1.76M | 0.1% | +3.3% | 0.400% | |
| 1/8/2026 | Fermata Advisors LLC | 178,876 | $5.81M | 1.4% | +2.9% | 1.320% | |
| 1/5/2026 | Miller Global Investments LLC | 33,740 | $1.10M | 1.0% | N/A | 0.249% | |
| 12/2/2025 | Allworth Financial LP | 1,810 | $56K | 0.0% | N/A | 0.013% | |
| 12/1/2025 | Cambria Investment Management L.P. | 890,813 | $27.78M | 1.6% | +42.4% | 6.574% | |
| 11/25/2025 | ARQ Wealth Advisors LLC | 102,407 | $3.19M | 0.9% | +36.9% | 0.756% | |
| 11/19/2025 | Sunbelt Securities Inc. | 62,850 | $1.96M | 0.1% | N/A | 0.464% | |
| 11/17/2025 | NewEdge Advisors LLC | 35,573 | $1.11M | 0.0% | +1.2% | 0.263% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 1,008 | $31K | 0.0% | N/A | 0.007% | |
| 11/17/2025 | Flow Traders U.S. LLC | 30,365 | $947K | 0.0% | -24.0% | 0.224% | |
| 11/17/2025 | Focus Partners Wealth | 369,169 | $11.51M | 0.0% | +1.2% | 2.724% | |
| 11/17/2025 | Bank of America Corp DE | 9,968 | $311K | 0.0% | -81.7% | 0.074% | |
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| 11/14/2025 | Raymond James Financial Inc. | 478,809 | $14.93M | 0.0% | +0.7% | 3.534% | |
| 11/14/2025 | Equitable Holdings Inc. | 213,835 | $6.67M | 0.0% | -1.9% | 1.578% | |
| 11/13/2025 | CoreFirst Bank & Trust | 50,125 | $1.56M | 0.8% | +2.0% | 0.370% | |
| 11/13/2025 | Longview Financial Advisors Inc. | 374,286 | $11.67M | 8.3% | -13.3% | 2.762% | |
| 11/13/2025 | Intellus Advisors LLC | 560,918 | $17.50M | 2.4% | +1.8% | 4.140% | |
| 11/13/2025 | Modern Wealth Management LLC | 78,274 | $2.44M | 0.0% | -5.5% | 0.578% | |
| 11/12/2025 | Cambria Investment Management L.P. | 912,335 | $27.29M | 1.6% | +45.8% | 6.733% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 6,412 | $200K | 0.0% | -22.9% | 0.047% | |
| 11/10/2025 | Cowa LLC | 10,495 | $327K | 0.1% | +39.5% | 0.077% | |
| 11/7/2025 | Rothschild Investment LLC | 524,734 | $16.37M | 0.9% | -0.9% | 3.873% | |