| 10/14/2026 | Signal Advisors Wealth LLC | 19,051 | $799K | 0.0% | +5.7% | 0.254% | |
| 10/8/2026 | Farther Finance Advisors LLC | 14,660 | $615K | 0.0% | -16.4% | 0.195% | |
| 10/8/2026 | CoreCap Advisors LLC | 10,435 | $438K | 0.0% | +9.1% | 0.139% | |
| 10/2/2026 | GoalVest Advisory LLC | 3,783 | $159K | 0.0% | -8.1% | 0.050% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 6,104 | $251K | 0.0% | +11.1% | 0.081% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 474,211 | $19.53M | 0.0% | +110.4% | 6.323% | |
| 9/11/2026 | Bullseye Investment Management LLC | 1,000 | $41K | 0.0% | N/A | 0.013% | |
| 9/9/2026 | NewEdge Advisors LLC | 25,302 | $1.04M | 0.0% | +17.1% | 0.337% | |
| 9/2/2026 | Citadel Advisors LLC | 9,782 | $403K | 0.0% | -53.2% | 0.130% | |
| 8/26/2026 | Schulz Wealth LTD. | 55,886 | $2.30M | 1.2% | N/A | 0.745% | |
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| 8/23/2026 | Ameritas Advisory Services LLC | 9,627 | $397K | 0.0% | N/A | 0.128% | |
| 8/23/2026 | Kintra Wealth LLC | 18,750 | $789K | 0.0% | -1.9% | 0.250% | |
| 8/22/2026 | BAM Wealth Management LLC | 104,305 | $4.30M | 2.7% | N/A | 1.391% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 10,499 | $432K | 0.0% | +32.9% | 0.140% | |
| 8/21/2026 | Integrity Financial Corp WA | 11,584 | $477K | 0.2% | -24.2% | 0.154% | |
| 7/9/2026 | World Equity Group Inc. | 11,283 | $465K | 0.1% | N/A | 0.150% | |
| 6/3/2026 | Parallel Advisors LLC | 6,750 | $266K | 0.0% | N/A | 0.090% | |
| 6/3/2026 | NewEdge Advisors LLC | 21,610 | $852K | 0.0% | -18.0% | 0.288% | |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 8,127 | $320K | 0.0% | -28.9% | 0.108% | |
| 5/19/2026 | NewEdge Advisors LLC | 21,610 | $852K | 0.0% | -18.0% | 0.288% | |
| 5/19/2026 | Arkadios Wealth Advisors | 44,179 | $1.74M | 0.0% | +1.3% | 0.589% | |
| 5/18/2026 | Sunbelt Securities Inc. | 92,385 | $3.64M | 0.2% | -1.3% | 1.232% | |
| 5/18/2026 | Royal Bank of Canada | 14,913 | $588K | 0.0% | -13.4% | 0.199% | |
| 5/13/2026 | Cetera Investment Advisers | 360,800 | $14.22M | 0.0% | +35.0% | 4.811% | |
| 5/7/2026 | Parallel Advisors LLC | 6,750 | $266K | 0.0% | N/A | 0.090% | |
| 5/6/2026 | NovaPoint Capital LLC | 40,640 | $1.60M | 0.4% | -2.4% | 0.542% | |
| 5/6/2026 | Independent Financial Group LLC | 23,534 | $928K | 0.0% | N/A | 0.314% | |
| 5/5/2026 | Sanctuary Advisors LLC | 6,252 | $246K | 0.0% | -22.3% | 0.083% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 1,142 | $45K | 0.0% | -97.7% | 0.015% | |
| 4/30/2026 | Kestra Advisory Services LLC | 171,906 | $6.78M | 0.0% | +4.5% | 2.292% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 14,443 | $569K | 0.0% | -81.4% | 0.193% | |
| 4/21/2026 | Sequent Planning LLC | 20,781 | $819K | 0.2% | -4.1% | 0.277% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 20,823 | $821K | 0.1% | N/A | 0.278% | |
| 4/17/2026 | Brookstone Capital Management | 9,827 | $387K | 0.0% | -7.6% | 0.131% | |
| 4/16/2026 | Triad Wealth Partners LLC | 29,119 | $1.15M | 0.1% | +8.0% | 0.388% | |
| 4/16/2026 | Founders Financial Securities LLC | 43,262 | $1.74M | 0.1% | +14.4% | 0.577% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 42,341 | $1.67M | 0.1% | +2.0% | 0.565% | |
| 2/20/2026 | Sunbelt Securities Inc. | 93,585 | $3.71M | 0.2% | -7.0% | 1.104% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 12,290 | $487K | 0.5% | N/A | 0.145% | |
| 2/18/2026 | NewEdge Advisors LLC | 26,369 | $1.04M | 0.0% | -1.0% | 0.311% | |
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| 2/18/2026 | Crusonia Wealth Advisors LLC | 7,275 | $288K | 0.1% | N/A | 0.086% | |
| 2/18/2026 | VestGen Advisors LLC | 78,562 | $3.11M | 0.1% | N/A | 0.926% | |
| 2/17/2026 | Cetera Investment Advisers | 267,334 | $10.59M | 0.0% | -6.5% | 3.153% | |
| 2/17/2026 | Osaic Holdings Inc. | 178,834 | $7.08M | 0.0% | -17.4% | 2.109% | |
| 2/17/2026 | Royal Bank of Canada | 17,217 | $682K | 0.0% | N/A | 0.203% | |
| 2/16/2026 | MML Investors Services LLC | 11,145 | $441K | 0.0% | N/A | 0.131% | |
| 2/16/2026 | Mariner LLC | 240,290 | $9.52M | 0.0% | -8.3% | 2.834% | |
| 2/16/2026 | Focus Partners Wealth | 168,305 | $6.67M | 0.0% | -9.7% | 1.985% | |
| 2/16/2026 | Barclays PLC | 4,828 | $191K | 0.0% | -6.7% | 0.057% | |
| 2/13/2026 | Kestra Advisory Services LLC | 164,540 | $6.52M | 0.0% | -4.2% | 1.940% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 17,687 | $700K | 0.0% | -2.3% | 0.209% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 13,714 | $543K | 0.0% | +19.2% | 0.162% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 254,815 | $10.09M | 0.0% | -8.6% | 3.005% | |
| 2/12/2026 | StoneX Group Inc. | 5,722 | $227K | 0.0% | +11.1% | 0.067% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 20,219 | $800K | 0.2% | -9.1% | 0.238% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 14,541 | $576K | 0.0% | -10.2% | 0.171% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 77,488 | $3.07M | 0.0% | +5.0% | 0.914% | |
| 2/11/2026 | LPL Financial LLC | 164,301 | $6.51M | 0.0% | +0.8% | 1.938% | |
| 2/10/2026 | REAP Financial Group LLC | 13,048 | $517K | 0.1% | -2.7% | 0.154% | |
| 2/10/2026 | Nvest Financial LLC | 27,341 | $1.08M | 0.5% | +5.8% | 0.322% | |
| 2/10/2026 | Founders Financial Securities LLC | 37,810 | $1.50M | 0.1% | +10.5% | 0.446% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 46,804 | $1.85M | 0.0% | -1.8% | 0.552% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 7,763 | $307K | 0.0% | -9.8% | 0.092% | |
| 2/9/2026 | Harbour Investments Inc. | 6,597 | $261K | 0.0% | -24.6% | 0.078% | |
| 2/6/2026 | Americana Partners LLC | 121,027 | $4.79M | 0.1% | -24.9% | 1.427% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 625 | $25K | 0.0% | N/A | 0.007% | |
| 2/6/2026 | Ignite Planners LLC | 33,767 | $1.35M | 0.2% | -57.5% | 0.398% | |
| 2/5/2026 | Sequent Planning LLC | 21,666 | $858K | 0.2% | -7.2% | 0.255% | |
| 2/5/2026 | Castle Rock Wealth Management LLC | 5,138 | $204K | 0.0% | N/A | 0.061% | |
| 2/5/2026 | Atria Investments Inc | 227,112 | $8.99M | 0.1% | -10.7% | 2.678% | |
| 2/2/2026 | Truist Financial Corp | 35,676 | $1.41M | 0.0% | -5.5% | 0.422% | |
| 2/2/2026 | Fifth Third Bancorp | 2,903 | $115K | 0.0% | N/A | 0.034% | |
| 2/2/2026 | Mutual Advisors LLC | 13,599 | $539K | 0.0% | +8.2% | 0.161% | |
| 2/2/2026 | Uptick Partners LLC | 9,820 | $389K | 0.1% | -19.0% | 0.116% | |
| 1/27/2026 | Summit Financial Wealth Advisors LLC | 11,437 | $453K | 0.1% | -5.1% | 0.135% | |
| 1/27/2026 | Elevated Capital Advisors LLC | 49,338 | $1.95M | 0.5% | -4.4% | 0.584% | |
| 1/26/2026 | Keystone Wealth Services LLC | 135,361 | $5.44M | 1.1% | +269.8% | 1.592% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 41,521 | $1.64M | 0.1% | -12.5% | 0.488% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,592 | $142K | 0.0% | -13.8% | 0.042% | |
| 1/22/2026 | Triad Wealth Partners LLC | 26,972 | $1.07M | 0.1% | -1.1% | 0.317% | |
| 1/21/2026 | NovaPoint Capital LLC | 41,623 | $1.65M | 0.4% | -6.4% | 0.490% | |
| 1/21/2026 | Avantra Family Wealth Inc. | 105,166 | $4.17M | 3.0% | +2.5% | 1.237% | |
| 1/20/2026 | Savvy Advisors Inc. | 6,312 | $250K | 0.0% | N/A | 0.074% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 7,336 | $291K | 0.0% | N/A | 0.086% | |
| 1/15/2026 | Brookstone Capital Management | 10,639 | $421K | 0.0% | -2.4% | 0.125% | |
| 1/14/2026 | Quad Cities Investment Group LLC | 8,361 | $331K | 0.1% | -12.0% | 0.098% | |
| 1/13/2026 | CoreCap Advisors LLC | 9,215 | $365K | 0.0% | +5.5% | 0.108% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 29,604 | $1.18M | 0.0% | +1.1% | 0.348% | |
| 11/19/2025 | Sunbelt Securities Inc. | 100,611 | $3.91M | 0.3% | +63.8% | 1.181% | |
| 11/17/2025 | Harvest Investment Services LLC | 22,181 | $862K | 0.2% | -30.0% | 0.260% | |
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| 11/17/2025 | Kestra Private Wealth Services LLC | 5,215 | $203K | 0.0% | N/A | 0.061% | |
| 11/17/2025 | NewEdge Advisors LLC | 26,624 | $1.04M | 0.0% | -6.0% | 0.312% | |
| 11/17/2025 | Susquehanna International Group LLP | 8,725 | $339K | 0.0% | N/A | 0.102% | |
| 11/17/2025 | Mariner LLC | 262,163 | $10.19M | 0.0% | -20.8% | 3.077% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 25,561 | $994K | 0.0% | -5.6% | 0.300% | |
| 11/17/2025 | Focus Partners Wealth | 186,478 | $7.25M | 0.0% | -23.4% | 2.189% | |
| 11/17/2025 | Brass Tax Wealth Management Inc. | 6,133 | $238K | 0.0% | -4.7% | 0.072% | |
| 11/14/2025 | Raymond James Financial Inc. | 340,227 | $13.23M | 0.0% | -26.6% | 3.993% | |
| 11/13/2025 | PFG Advisors | 6,563 | $255K | 0.0% | N/A | 0.077% | |
| 11/13/2025 | CreativeOne Wealth LLC | 15,904 | $618K | 0.0% | -2.7% | 0.187% | |