| 5/5/2026 | Collaborative Wealth Managment Inc. | 17,709 | $452K | 0.2% | +10.3% | 0.154% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 2,678 | $68K | 0.0% | +18.6% | 0.023% | |
| 5/5/2026 | Sanctuary Advisors LLC | 179,505 | $4.58M | 0.0% | -10.8% | 1.561% | |
| 5/5/2026 | Sigma Planning Corp | 37,222 | $950K | 0.0% | -30.4% | 0.324% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 17,304 | $442K | 0.1% | +8.0% | 0.150% | |
| 5/1/2026 | Corrado Advisors LLC | 84,920 | $2.17M | 1.1% | -10.3% | 0.738% | |
| 4/30/2026 | Torren Management LLC | 2,005 | $51K | 0.0% | N/A | 0.017% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 20,336 | $519K | 0.1% | +29.7% | 0.177% | |
| 4/29/2026 | Walser Wealth Management Company A Ltd Liability Co | 44,163 | $1.13M | 0.5% | -7.6% | 0.384% | |
| 4/28/2026 | Stephens Inc. AR | 11,848 | $302K | 0.0% | N/A | 0.103% | |
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| 4/27/2026 | HB Wealth Management LLC | 8,020 | $205K | 0.0% | N/A | 0.070% | |
| 4/27/2026 | World Investment Advisors | 61,454 | $1.57M | 0.0% | +41.1% | 0.534% | |
| 4/27/2026 | Private Advisor Group LLC | 41,200 | $1.05M | 0.0% | +160.9% | 0.358% | |
| 4/24/2026 | Columbia Advisory Partners LLC | 12,627 | $322K | 0.2% | -19.4% | 0.110% | |
| 4/23/2026 | Horizon Advisory Services Inc. | 12,657 | $323K | 0.2% | -6.6% | 0.110% | |
| 4/21/2026 | Independent Wealth Network Inc. | 23,918 | $611K | 0.2% | +7.1% | 0.208% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 8,764 | $224K | 0.0% | N/A | 0.076% | |
| 4/17/2026 | XML Financial LLC | 308,983 | $7.89M | 0.6% | +8.7% | 2.687% | |
| 4/17/2026 | Brookstone Capital Management | 18,430 | $471K | 0.0% | +31.6% | 0.160% | |
| 4/16/2026 | Balboa Wealth Partners | 13,955 | $356K | 0.1% | -2.7% | 0.121% | |
| 3/13/2026 | World Investment Advisors | 43,547 | $1.09M | 0.0% | N/A | 0.379% | |
| 3/4/2026 | SHP Wealth Management | 79,708 | $1.99M | 0.2% | N/A | 0.693% | |
| 2/23/2026 | Walser Wealth Management Company A Ltd Liability Co | 47,803 | $1.20M | 0.6% | N/A | 0.416% | |
| 2/19/2026 | Hamilton Wealth LLC | 38,240 | $956K | 0.2% | +6.1% | 0.333% | |
| 2/19/2026 | Compound Planning Inc. | 26,363 | $659K | 0.0% | -5.4% | 0.229% | |
| 2/18/2026 | Prostatis Group LLC | 109,101 | $2.73M | 0.7% | -12.0% | 0.949% | |
| 2/18/2026 | OLD Mission Capital LLC | 37,355 | $934K | 0.0% | +23.1% | 0.325% | |
| 2/18/2026 | Asset One Wealth Management LLC | 90,938 | $2.34M | 0.3% | N/A | 0.791% | |
| 2/17/2026 | Cetera Investment Advisers | 461,088 | $11.53M | 0.0% | +21.2% | 4.009% | |
| 2/17/2026 | Osaic Holdings Inc. | 350,999 | $8.78M | 0.0% | +7.2% | 3.052% | |
| 2/17/2026 | Advisory Services Network LLC | 11,829 | $296K | 0.0% | +9.2% | 0.103% | |
| 2/17/2026 | &PARTNERS | 17,090 | $427K | 0.0% | N/A | 0.149% | |
| 2/16/2026 | MML Investors Services LLC | 20,525 | $513K | 0.0% | +43.3% | 0.178% | |
| 2/16/2026 | Mariner LLC | 32,230 | $806K | 0.0% | N/A | 0.280% | |
| 2/13/2026 | Kestra Advisory Services LLC | 751,169 | $18.79M | 0.1% | +2.7% | 6.532% | |
| 2/13/2026 | Arkadios Wealth Advisors | 16,841 | $421K | 0.0% | +18.0% | 0.146% | |
| 2/13/2026 | First Trust Advisors LP | 33,454 | $837K | 0.0% | +74.6% | 0.291% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 39,820 | $996K | 0.0% | +136.6% | 0.346% | |
| 2/12/2026 | Triumph Capital Management | 2,023 | $51K | 0.0% | +574.3% | 0.018% | |
| 2/12/2026 | Hilton Capital Management LLC | 603,486 | $15.09M | 1.1% | +157.5% | 5.248% | |
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| 2/12/2026 | Commonwealth Equity Services LLC | 378,815 | $9.47M | 0.0% | +866.5% | 3.294% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 44,747 | $1.12M | 0.0% | N/A | 0.389% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 164,698 | $4.12M | 0.0% | +31.8% | 1.432% | |
| 2/11/2026 | Insight Advisors LLC PA | 162,555 | $4.07M | 0.6% | +9.7% | 1.414% | |
| 2/11/2026 | LPL Financial LLC | 1,522,405 | $38.08M | 0.0% | +36.3% | 13.238% | |
| 2/11/2026 | XML Financial LLC | 284,164 | $7.11M | 0.6% | +6.9% | 2.471% | |
| 2/10/2026 | Calton & Associates Inc. | 8,297 | $207K | 0.0% | -4.4% | 0.072% | |
| 2/10/2026 | Corrado Advisors LLC | 94,722 | $2.37M | 1.2% | -10.3% | 0.824% | |
| 2/10/2026 | Novak & Powell Financial Services Inc. | 18,600 | $465K | 0.2% | +30.1% | 0.162% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 77,386 | $1.94M | 0.0% | +11.6% | 0.673% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 32,743 | $819K | 0.0% | +4.3% | 0.285% | |
| 2/9/2026 | Collaborative Wealth Managment Inc. | 16,062 | $402K | 0.1% | N/A | 0.140% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 99,089 | $2.48M | 0.1% | +16.3% | 0.862% | |
| 2/9/2026 | Harbour Investments Inc. | 24,218 | $606K | 0.0% | +7.2% | 0.211% | |
| 2/9/2026 | Global Assets Advisory LLC | 11,827 | $296K | 0.1% | +30.5% | 0.103% | |
| 2/9/2026 | Prospera Financial Services Inc | 13,593 | $340K | 0.0% | N/A | 0.118% | |
| 2/6/2026 | 3EDGE Asset Management LP | 153,053 | $3.83M | 0.2% | +5.2% | 1.331% | |
| 2/6/2026 | HighTower Advisors LLC | 75,095 | $1.88M | 0.0% | +1.6% | 0.653% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 20,904 | $523K | 0.0% | N/A | 0.182% | |
| 2/5/2026 | Intrua Financial LLC | 13,201 | $330K | 0.0% | N/A | 0.115% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 42,035 | $1.05M | 0.0% | +29.9% | 0.366% | |
| 2/4/2026 | World Investment Advisors | 43,547 | $1.09M | 0.0% | N/A | 0.379% | |
| 2/3/2026 | Luken Investment Analytics LLC | 849,185 | $21.24M | 8.4% | +0.6% | 7.384% | |
| 2/3/2026 | Encompass More Asset Management | 24,389 | $610K | 0.1% | N/A | 0.212% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 8,637 | $216K | 0.0% | +275.5% | 0.075% | |
| 2/2/2026 | Truist Financial Corp | 903,290 | $22.59M | 0.0% | +1.8% | 7.855% | |
| 2/2/2026 | Benjamin Edwards Inc. | 93,972 | $2.35M | 0.0% | +494.9% | 0.817% | |
| 2/2/2026 | Mutual Advisors LLC | 40,961 | $1.02M | 0.0% | +73.8% | 0.356% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 22,548 | $564K | 0.0% | -32.0% | 0.196% | |
| 1/30/2026 | Sigma Planning Corp | 53,472 | $1.34M | 0.0% | +12.1% | 0.465% | |
| 1/30/2026 | Delta Investment Management LLC | 68,769 | $1.72M | 0.3% | N/A | 0.598% | |
| 1/29/2026 | D.A. Davidson & CO. | 41,460 | $1.04M | 0.0% | +28.1% | 0.361% | |
| 1/29/2026 | Sanctuary Advisors LLC | 201,204 | $5.03M | 0.0% | +2.5% | 1.750% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 2,258 | $56K | 0.0% | -35.0% | 0.020% | |
| 1/28/2026 | G&S Capital LLC | 8,828 | $221K | 0.1% | N/A | 0.077% | |
| 1/26/2026 | Merit Financial Group LLC | 9,940 | $249K | 0.0% | +5.5% | 0.086% | |
| 1/26/2026 | Independent Wealth Network Inc. | 22,341 | $559K | 0.2% | -3.7% | 0.194% | |
| 1/26/2026 | Greenwood Capital Associates LLC | 15,679 | $392K | 0.0% | +25.6% | 0.136% | |
| 1/26/2026 | Steinberganna Wealth Management | 8,989 | $225K | 0.1% | N/A | 0.078% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 16,288 | $407K | 0.0% | N/A | 0.142% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 22,095 | $553K | 0.0% | +7.7% | 0.192% | |
| 1/22/2026 | Columbia Advisory Partners LLC | 15,669 | $392K | 0.3% | -3.1% | 0.136% | |
| 1/22/2026 | Northcape Wealth Management LLC | 42,219 | $1.06M | 0.3% | -2.5% | 0.367% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 5,045 | $126K | 0.0% | +1,130.5% | 0.044% | |
| 1/21/2026 | Cambridge Advisors Inc. | 16,982 | $425K | 0.1% | +2.6% | 0.148% | |
| 1/20/2026 | SteelPeak Wealth LLC | 17,500 | $438K | 0.0% | -13.7% | 0.152% | |
| 1/16/2026 | Balboa Wealth Partners | 14,347 | $359K | 0.1% | -4.1% | 0.125% | |
| 1/16/2026 | HFG Wealth Management LLC | 421,007 | $10.53M | 5.8% | -5.7% | 3.661% | |
| 1/15/2026 | Cherry Creek Investment Advisors Inc. | 25,177 | $630K | 0.3% | +5.5% | 0.219% | |
| 1/15/2026 | Brookstone Capital Management | 14,007 | $350K | 0.0% | +38.6% | 0.122% | |
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| 1/15/2026 | RiverTree Advisors LLC | 108,338 | $2.71M | 1.7% | +1.9% | 0.942% | |
| 1/9/2026 | 180 Wealth Advisors LLC | 16,028 | $401K | 0.0% | +16.9% | 0.139% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 204,404 | $5.27M | 0.0% | +33.0% | 1.777% | |
| 1/7/2026 | QP Wealth Management LLC | 11,993 | $300K | 0.3% | N/A | 0.104% | |
| 11/20/2025 | Centaurus Financial Inc. | 24,416 | $585K | 0.0% | +34.6% | 0.212% | |
| 11/18/2025 | Advisory Services Network LLC | 10,831 | $259K | 0.0% | +6.7% | 0.094% | |
| 11/17/2025 | Susquehanna International Group LLP | 39,178 | $938K | 0.0% | -49.8% | 0.341% | |
| 11/17/2025 | Novak & Powell Financial Services Inc. | 14,300 | $342K | 0.2% | N/A | 0.124% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 43,051 | $1.03M | 0.0% | +29.7% | 0.374% | |
| 11/17/2025 | Hamilton Wealth LLC | 36,032 | $863K | 0.2% | +3.2% | 0.313% | |