| 10/13/2026 | NorthCrest Asset Manangement LLC | 11,999 | $514K | 0.0% | -4.1% | 0.202% | |
| 10/13/2026 | Midwest Financial Network LLC | 20,825 | $887K | 0.6% | -45.3% | 0.351% | |
| 10/9/2026 | First Heartland Consultants Inc. | 7,450 | $317K | 0.0% | N/A | 0.126% | |
| 10/8/2026 | Farther Finance Advisors LLC | 4,312 | $184K | 0.0% | -9.1% | 0.073% | |
| 10/8/2026 | CoreCap Advisors LLC | 10,213 | $435K | 0.0% | +8.3% | 0.172% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 9,586 | $408K | 0.0% | N/A | 0.162% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 206,135 | $8.59M | 0.0% | +8.8% | 3.476% | |
| 9/11/2026 | Bullseye Investment Management LLC | 1,210 | $50K | 0.0% | N/A | 0.020% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 2,373 | $99K | 0.0% | N/A | 0.040% | |
| 9/9/2026 | NewEdge Advisors LLC | 14,271 | $595K | 0.0% | +4.8% | 0.241% | |
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| 9/9/2026 | IFP Advisors Inc | 4,427 | $184K | 0.0% | +12.7% | 0.075% | |
| 9/2/2026 | Citadel Advisors LLC | 22,912 | $955K | 0.0% | +10.7% | 0.386% | |
| 8/26/2026 | Schulz Wealth LTD. | 125,868 | $5.25M | 2.7% | N/A | 2.123% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 10,675 | $445K | 0.0% | N/A | 0.180% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 312,203 | $13.01M | 0.1% | +60.7% | 5.265% | |
| 8/21/2026 | Integrity Financial Corp WA | 4,431 | $185K | 0.1% | +10.9% | 0.075% | |
| 7/8/2026 | First Heartland Consultants Inc. | 7,450 | $310K | 0.0% | N/A | 0.126% | |
| 7/8/2026 | Midwest Financial Network LLC | 38,047 | $1.59M | 1.1% | -22.0% | 0.642% | |
| 7/7/2026 | Quad Cities Investment Group LLC | 12,846 | $535K | 0.2% | N/A | 0.217% | |
| 6/4/2026 | Midwest Financial Network LLC | 48,802 | $1.98M | 1.6% | -24.4% | 0.823% | |
| 5/19/2026 | NewEdge Advisors LLC | 13,260 | $537K | 0.0% | -2.6% | 0.224% | |
| 5/13/2026 | Cetera Investment Advisers | 156,526 | $6.34M | 0.0% | -38.7% | 2.640% | |
| 4/30/2026 | Range Financial Group LLC | 10,977 | $444K | 0.1% | -2.4% | 0.185% | |
| 4/30/2026 | Kestra Advisory Services LLC | 269,281 | $10.90M | 0.0% | +1.4% | 4.541% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 6,480 | $262K | 0.0% | -45.9% | 0.109% | |
| 4/21/2026 | Sequent Planning LLC | 8,505 | $344K | 0.1% | -27.8% | 0.143% | |
| 4/20/2026 | RFG Advisory LLC | 10,703 | $433K | 0.0% | N/A | 0.180% | |
| 4/16/2026 | Triad Wealth Partners LLC | 5,875 | $238K | 0.0% | -18.3% | 0.099% | |
| 4/16/2026 | Founders Financial Securities LLC | 38,191 | $1.55M | 0.1% | +16.6% | 0.644% | |
| 2/18/2026 | NewEdge Advisors LLC | 13,614 | $544K | 0.0% | -15.9% | 0.215% | |
| 2/18/2026 | VestGen Investment Management | 12,644 | $506K | 0.3% | +19.1% | 0.200% | |
| 2/18/2026 | OLD Mission Capital LLC | 20,005 | $800K | 0.0% | +61.5% | 0.317% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 11,066 | $443K | 0.0% | -7.1% | 0.175% | |
| 2/17/2026 | Cetera Investment Advisers | 255,293 | $10.21M | 0.0% | -9.3% | 4.039% | |
| 2/17/2026 | Kovack Advisors Inc. | 15,267 | $611K | 0.0% | N/A | 0.242% | |
| 2/17/2026 | Osaic Holdings Inc. | 125,249 | $5.01M | 0.0% | -5.6% | 1.982% | |
| 2/16/2026 | MML Investors Services LLC | 13,552 | $542K | 0.0% | -49.7% | 0.214% | |
| 2/16/2026 | Integrity Financial Corp WA | 3,702 | $148K | 0.1% | -7.3% | 0.059% | |
| 2/13/2026 | CreativeOne Wealth LLC | 41,175 | $1.65M | 0.0% | -3.1% | 0.652% | |
| 2/13/2026 | Kestra Advisory Services LLC | 265,517 | $10.62M | 0.0% | +1.8% | 4.201% | |
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| 2/13/2026 | Smartleaf Asset Management LLC | 1,070 | $43K | 0.0% | N/A | 0.017% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 108,824 | $4.35M | 0.0% | -22.0% | 1.722% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 22,402 | $896K | 0.0% | +131.7% | 0.354% | |
| 2/11/2026 | LPL Financial LLC | 97,866 | $3.91M | 0.0% | +5.5% | 1.549% | |
| 2/10/2026 | Lido Advisors LLC | 25,223 | $996K | 0.0% | +49.9% | 0.399% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 1,384 | $55K | 0.0% | -29.2% | 0.022% | |
| 2/10/2026 | REAP Financial Group LLC | 20,540 | $821K | 0.2% | -29.7% | 0.325% | |
| 2/10/2026 | Founders Financial Securities LLC | 32,765 | $1.31M | 0.1% | +12.3% | 0.518% | |
| 2/9/2026 | Harbour Investments Inc. | 8,784 | $351K | 0.0% | -7.1% | 0.139% | |
| 2/6/2026 | Americana Partners LLC | 125,665 | $5.03M | 0.1% | -1.1% | 1.988% | |
| 2/6/2026 | IFP Advisors Inc | 3,927 | $157K | 0.0% | -6.9% | 0.062% | |
| 2/5/2026 | Schulz Wealth LTD. | 110,319 | $4.41M | 2.8% | -1.1% | 1.746% | |
| 2/3/2026 | Anfield Capital Management LLC | 12,077 | $483K | 0.2% | -12.8% | 0.189% | |
| 2/3/2026 | FSB Premier Wealth Management Inc. | 15,348 | $614K | 0.2% | -7.6% | 0.241% | |
| 2/3/2026 | MGO One Seven LLC | 5,505 | $220K | 0.0% | -27.6% | 0.086% | |
| 2/2/2026 | Truist Financial Corp | 163,404 | $6.54M | 0.0% | +2.2% | 2.561% | |
| 1/29/2026 | Camelot Portfolios LLC | 1,716 | $69K | 0.0% | N/A | 0.027% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 187,607 | $7.50M | 0.1% | -2.8% | 2.941% | |
| 1/26/2026 | CWM LLC | 977 | $39K | 0.0% | -54.4% | 0.015% | |
| 1/23/2026 | Retirement Guys Formula LLC | 13,120 | $525K | 0.2% | -77.2% | 0.206% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 850 | $34K | 0.0% | N/A | 0.013% | |
| 1/21/2026 | BIP Wealth LLC | 5,850 | $234K | 0.0% | N/A | 0.092% | |
| 1/13/2026 | CoreCap Advisors LLC | 9,138 | $365K | 0.0% | +7.9% | 0.143% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 17,269 | $691K | 0.1% | +220.6% | 0.271% | |
| 1/12/2026 | ARS Wealth Advisors Group LLC | 28,847 | $1.15M | 0.1% | -7.5% | 0.452% | |
| 11/19/2025 | Sunbelt Securities Inc. | 5,056 | $198K | 0.0% | -25.6% | 0.079% | |
| 11/17/2025 | Susquehanna International Group LLP | 40,458 | $1.59M | 0.0% | +43.8% | 0.634% | |
| 11/17/2025 | Citadel Advisors LLC | 21,461 | $842K | 0.0% | +154.2% | 0.336% | |
| 11/17/2025 | Brass Tax Wealth Management Inc. | 17,931 | $704K | 0.1% | -1.6% | 0.281% | |
| 11/14/2025 | Raymond James Financial Inc. | 410,464 | $16.11M | 0.0% | -8.5% | 6.434% | |
| 11/13/2025 | CreativeOne Wealth LLC | 42,490 | $1.67M | 0.0% | -17.4% | 0.666% | |
| 11/12/2025 | Anfield Capital Management LLC | 13,854 | $544K | 0.2% | -2.1% | 0.217% | |
| 11/10/2025 | MAI Capital Management | 15,557 | $611K | 0.0% | -3.7% | 0.244% | |
| 11/10/2025 | Koshinski Asset Management Inc. | 11,980 | $470K | 0.0% | -5.9% | 0.188% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 1,700 | $67K | 0.0% | -36.3% | 0.027% | |
| 11/6/2025 | REAP Financial Group LLC | 29,228 | $1.15M | 0.2% | -1.1% | 0.458% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 375,820 | $14.75M | 0.0% | -0.1% | 5.918% | |
| 11/3/2025 | Truist Financial Corp | 159,918 | $6.28M | 0.0% | -1.4% | 2.518% | |
| 10/30/2025 | Triad Wealth Partners LLC | 7,203 | $283K | 0.0% | N/A | 0.113% | |
| 10/29/2025 | Americana Partners LLC | 127,033 | $4.99M | 0.2% | -1.4% | 1.985% | |
| 10/29/2025 | Arkadios Wealth Advisors | 5,430 | $213K | 0.0% | N/A | 0.085% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 11,104 | $436K | 0.0% | +49.9% | 0.174% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 192,930 | $7.57M | 0.1% | +8.0% | 3.015% | |
| 10/27/2025 | Financial Network Wealth Advisors LLC | 962 | $38K | 0.0% | -78.8% | 0.015% | |
| 10/24/2025 | MGO One Seven LLC | 7,606 | $299K | 0.0% | -9.4% | 0.119% | |
| 10/22/2025 | CoreCap Advisors LLC | 8,467 | $332K | 0.0% | +4.8% | 0.132% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 139,562 | $5.48M | 0.0% | -6.7% | 2.181% | |
| 10/21/2025 | Synergy Asset Management LLC | 22,084 | $854K | 0.0% | +221.3% | 0.345% | |
| 10/21/2025 | Retirement Guys Formula LLC | 57,577 | $2.26M | 0.8% | -2.9% | 0.900% | |
| 10/15/2025 | Founders Financial Securities LLC | 29,175 | $1.15M | 0.1% | +14.8% | 0.457% | |
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| 10/10/2025 | Signal Advisors Wealth LLC | 5,386 | $211K | 0.0% | N/A | 0.084% | |
| 10/6/2025 | ARS Wealth Advisors Group LLC | 31,191 | $1.22M | 0.1% | -1.3% | 0.489% | |
| 9/4/2025 | Osaic Holdings Inc. | 132,912 | $5.09M | 0.0% | +56.2% | 2.127% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 1,955 | $75K | 0.1% | N/A | 0.031% | |
| 8/29/2025 | Centaurus Financial Inc. | 7,134 | $273K | 0.0% | +48.2% | 0.114% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 8,229 | $315K | 0.0% | +44.7% | 0.132% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 4,172 | $160K | 0.0% | +90.9% | 0.067% | |
| 8/15/2025 | FSB Premier Wealth Management Inc. | 16,605 | $636K | 0.2% | N/A | 0.266% | |
| 8/15/2025 | Captrust Financial Advisors | 35,849 | $1.37M | 0.0% | -23.3% | 0.574% | |
| 8/15/2025 | Visionary Wealth Advisors | 20,386 | $781K | 0.0% | N/A | 0.326% | |