| 9/9/2026 | Integrated Wealth Concepts LLC | 2,174 | $95K | 0.0% | N/A | 0.061% | |
| 4/27/2026 | PFG Investments LLC | 24,898 | $950K | 0.0% | +4.9% | 0.759% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 8,883 | $339K | 0.0% | +8.2% | 0.275% | |
| 2/18/2026 | IHT Wealth Management LLC | 6,749 | $268K | 0.0% | +3.9% | 0.197% | |
| 2/17/2026 | Equitable Holdings Inc. | 55,485 | $2.20M | 0.0% | -0.6% | 1.622% | |
| 2/17/2026 | Osaic Holdings Inc. | 35,458 | $1.41M | 0.0% | -20.4% | 1.037% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,423 | $56K | 0.0% | N/A | 0.042% | |
| 2/12/2026 | Principal Securities Inc. | 16,297 | $647K | 0.0% | -22.0% | 0.477% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 36,684 | $1.46M | 0.0% | N/A | 1.073% | |
| 2/11/2026 | LPL Financial LLC | 315,409 | $12.52M | 0.0% | +22.1% | 9.222% | |
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| 2/11/2026 | Comprehensive Wealth Management LLC | 53,473 | $2.12M | 1.3% | +19.6% | 1.564% | |
| 2/9/2026 | Nia Impact Advisors LLC | 40,087 | $1.59M | 0.5% | -8.0% | 1.172% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 21,088 | $837K | 0.0% | +31.3% | 0.617% | |
| 2/6/2026 | HighTower Advisors LLC | 29,344 | $1.17M | 0.0% | +73.6% | 0.858% | |
| 2/5/2026 | Western Wealth Management LLC | 19,535 | $776K | 0.0% | +7.4% | 0.571% | |
| 2/4/2026 | Centric Wealth Management | 7,610 | $306K | 0.1% | -11.8% | 0.223% | |
| 2/2/2026 | Truist Financial Corp | 6,007 | $238K | 0.0% | N/A | 0.176% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 5,599 | $222K | 0.0% | +38.3% | 0.164% | |
| 1/26/2026 | PFG Investments LLC | 23,740 | $942K | 0.0% | +30.3% | 0.694% | |
| 1/23/2026 | Fifth Third Securities Inc. | 38,904 | $1.54M | 0.1% | +0.7% | 1.138% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 865 | $34K | 0.0% | N/A | 0.025% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 8,211 | $326K | 0.0% | N/A | 0.250% | |
| 12/2/2025 | Allworth Financial LP | 931 | $40K | 0.0% | N/A | 0.030% | |
| 11/14/2025 | Equitable Holdings Inc. | 55,827 | $2.38M | 0.0% | +8.9% | 1.778% | |
| 11/6/2025 | Caprock Group LLC | 7,500 | $310K | 0.0% | N/A | 0.239% | |
| 11/6/2025 | Western Wealth Management LLC | 18,194 | $776K | 0.0% | +19.9% | 0.579% | |
| 11/5/2025 | Signature Estate & Investment Advisors LLC | 16,056 | $685K | 0.0% | +7.6% | 0.511% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 191,116 | $8.15M | 0.0% | -0.8% | 6.086% | |
| 11/4/2025 | Comprehensive Wealth Management LLC | 44,698 | $1.91M | 1.4% | +57.9% | 1.424% | |
| 11/3/2025 | Belpointe Asset Management LLC | 11,664 | $498K | 0.0% | N/A | 0.371% | |
| 10/31/2025 | PFG Investments LLC | 18,222 | $777K | 0.0% | +84.2% | 0.580% | |
| 10/22/2025 | New Century Financial Group LLC | 18,099 | $772K | 1.4% | -66.6% | 0.578% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 4,047 | $173K | 0.0% | -8.0% | 0.129% | |
| 10/10/2025 | Fifth Third Securities Inc. | 38,642 | $1.65M | 0.1% | +4.1% | 1.239% | |
| 9/4/2025 | Osaic Holdings Inc. | 49,146 | $1.96M | 0.0% | +1.7% | 1.596% | |
| 8/15/2025 | IHT Wealth Management LLC | 5,610 | $224K | 0.0% | N/A | 0.182% | |
| 8/13/2025 | ARK & TLK Investments LLC | 5,033 | $201K | 0.1% | N/A | 0.163% | |
| 8/11/2025 | Western Wealth Management LLC | 15,172 | $606K | 0.0% | -3.1% | 0.493% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 192,714 | $7.69M | 0.0% | -15.7% | 6.257% | |
| 7/21/2025 | New Century Financial Group LLC | 54,183 | $2.16M | 2.5% | +96.4% | 1.759% | |
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| 7/18/2025 | PFG Investments LLC | 9,894 | $395K | 0.0% | -3.1% | 0.321% | |
| 7/17/2025 | Fifth Third Securities Inc. | 37,113 | $1.48M | 0.1% | -1.9% | 1.205% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,301 | $157K | 0.0% | +21.0% | 0.203% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 14,682 | $535K | 0.0% | N/A | 0.693% | |
| 5/15/2025 | Centric Wealth Management | 8,792 | $320K | 0.1% | -39.9% | 0.415% | |
| 5/14/2025 | CreativeOne Wealth LLC | 10,050 | $366K | 0.0% | +15.2% | 0.474% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 13,652 | $497K | 0.3% | +44.9% | 0.644% | |
| 5/7/2025 | LPL Financial LLC | 144,134 | $5.25M | 0.0% | +9.8% | 6.799% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 22,810 | $831K | 0.0% | +161.1% | 1.076% | |
| 5/1/2025 | Fifth Third Securities Inc. | 37,827 | $1.38M | 0.1% | +46.8% | 1.784% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 228,684 | $8.33M | 0.0% | +294.4% | 10.787% | |
| 4/23/2025 | Western Wealth Management LLC | 15,658 | $570K | 0.0% | +15.3% | 0.739% | |
| 4/22/2025 | PFG Investments LLC | 10,215 | $372K | 0.0% | +49.3% | 0.482% | |
| 4/16/2025 | New Century Financial Group LLC | 27,590 | $1.01M | 1.2% | N/A | 1.301% | |
| 2/17/2025 | Napa Wealth Management | 67,722 | $2.58M | 1.1% | N/A | 5.838% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 57,981 | $2.21M | 0.0% | +39.8% | 4.998% | |
| 2/12/2025 | Centric Wealth Management | 14,626 | $557K | 0.2% | -11.8% | 1.261% | |
| 2/12/2025 | StoneX Group Inc. | 19,903 | $758K | 0.0% | N/A | 1.716% | |
| 2/11/2025 | LPL Financial LLC | 131,315 | $5.00M | 0.0% | -74.0% | 11.320% | |
| 2/11/2025 | Comprehensive Wealth Management LLC | 9,424 | $359K | 0.3% | +15.1% | 0.812% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 8,735 | $333K | 0.0% | +8.0% | 0.753% | |
| 2/3/2025 | Private Advisor Group LLC | 6,739 | $257K | 0.0% | -7.6% | 0.581% | |
| 1/30/2025 | Principal Securities Inc. | 21,829 | $831K | 0.0% | -10.7% | 1.882% | |
| 1/23/2025 | Fifth Third Securities Inc. | 25,764 | $981K | 0.1% | N/A | 2.221% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 3,555 | $135K | 0.0% | N/A | 0.306% | |
| 1/14/2025 | SeaCrest Wealth Management LLC | 16,012 | $610K | 0.1% | +60.5% | 1.380% | |
| 11/14/2024 | Centric Wealth Management | 16,591 | $750K | 0.2% | +100.6% | 1.430% | |
| 11/14/2024 | CreativeOne Wealth LLC | 8,826 | $388K | 0.0% | N/A | 0.761% | |
| 11/6/2024 | Comprehensive Wealth Management LLC | 8,188 | $360K | 0.2% | +4.5% | 0.706% | |
| 10/22/2024 | International Assets Investment Management LLC | 13,190 | $5.80M | 0.0% | N/A | 1.137% | |
| 10/16/2024 | SeaCrest Wealth Management LLC | 9,976 | $439K | 0.0% | N/A | 0.860% | |
| 8/27/2024 | New Century Financial Group LLC | 69,201 | $2.87M | 1.2% | N/A | 5.966% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 102,876 | $4.26M | 0.0% | +631.4% | 8.869% | |
| 8/7/2024 | PFG Investments LLC | 6,845 | $283K | 0.0% | +17.5% | 0.590% | |
| 8/6/2024 | Caprock Group LLC | 7,500 | $311K | 0.0% | N/A | 0.647% | |
| 7/19/2024 | Western Wealth Management LLC | 15,701 | $650K | 0.0% | -4.0% | 1.354% | |
| 5/24/2024 | Cetera Advisors LLC | 5,270 | $210K | 0.0% | -16.3% | 0.454% | |
| 5/1/2024 | Centric Wealth Management | 10,298 | $399K | 0.1% | N/A | 0.911% | |
| 4/22/2024 | PFG Investments LLC | 5,827 | $233K | 0.0% | N/A | 0.516% | |
| 2/7/2024 | Principal Securities Inc. | 2,935 | $105K | 0.0% | N/A | 0.267% | |
| 1/31/2024 | Western Wealth Management LLC | 15,690 | $561K | 0.0% | N/A | 1.426% | |
| 1/25/2024 | International Assets Investment Management LLC | 10,725 | $3.83M | 0.0% | N/A | 0.975% | |
| 1/24/2024 | International Assets Investment Management LLC | 10,725 | $3.83M | 0.0% | N/A | 0.975% | |
| 11/13/2023 | LPL Financial LLC | 502,777 | $15.85M | 0.0% | +154.2% | 45.707% | |
| 7/31/2023 | LPL Financial LLC | 197,775 | $6.60M | 0.0% | +1,471.1% | 18.836% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 22,707 | $631K | 0.0% | -2.6% | 2.671% | |