| 7/1/2026 | Noble Wealth Management PBC | 2,858 | $179K | 0.1% | -11.7% | 0.093% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 23,385 | $1.41M | 0.8% | N/A | 0.762% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,695 | $265K | 0.0% | -20.3% | 0.153% | |
| 5/18/2026 | Sunbelt Securities Inc. | 18,401 | $1.04M | 0.1% | +34.1% | 0.599% | |
| 5/13/2026 | Cetera Investment Advisers | 113,008 | $6.37M | 0.0% | +14.1% | 3.681% | |
| 4/30/2026 | Kestra Advisory Services LLC | 132,854 | $7.49M | 0.0% | +278.9% | 4.327% | |
| 4/29/2026 | Red Crane Wealth Management LLC | 31,295 | $1.76M | 1.5% | -0.7% | 1.019% | |
| 4/27/2026 | BIP Wealth LLC | 24,455 | $1.38M | 0.1% | +2.4% | 0.797% | |
| 4/27/2026 | World Investment Advisors | 26,840 | $1.51M | 0.0% | N/A | 0.874% | |
| 4/24/2026 | Element Squared LLC | 122,309 | $6.89M | 3.9% | -80.7% | 3.984% | |
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| 4/22/2026 | Janney Montgomery Scott LLC | 107,757 | $6.07M | 0.0% | +5.5% | 3.510% | |
| 4/17/2026 | Certified Advisory Corp | 31,869 | $1.80M | 0.2% | -1.5% | 1.038% | |
| 4/17/2026 | AdvisorNet Financial Inc | 10,045 | $566K | 0.0% | -16.3% | 0.327% | |
| 2/20/2026 | Sunbelt Securities Inc. | 13,718 | $795K | 0.1% | +73.8% | 0.447% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 590 | $34K | 0.0% | N/A | 0.019% | |
| 2/18/2026 | OLD Mission Capital LLC | 8,513 | $493K | 0.0% | N/A | 0.277% | |
| 2/18/2026 | Opus Financial Solutions LLC | 13,641 | $790K | 0.7% | N/A | 0.444% | |
| 2/17/2026 | Cetera Investment Advisers | 99,021 | $5.74M | 0.0% | +33.7% | 3.225% | |
| 2/17/2026 | Osaic Holdings Inc. | 350,897 | $20.32M | 0.0% | +24.1% | 11.430% | |
| 2/17/2026 | Advisory Services Network LLC | 9,861 | $571K | 0.0% | -9.2% | 0.321% | |
| 2/16/2026 | MML Investors Services LLC | 11,334 | $656K | 0.0% | +100.8% | 0.369% | |
| 2/16/2026 | Focus Partners Wealth | 33,012 | $1.91M | 0.0% | -2.2% | 1.075% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 6,531 | $378K | 0.0% | +10.4% | 0.213% | |
| 2/13/2026 | Jacobi Capital Management LLC | 32,816 | $1.90M | 0.1% | -1.6% | 1.069% | |
| 2/13/2026 | Kestra Advisory Services LLC | 35,062 | $2.03M | 0.0% | +45.0% | 1.142% | |
| 2/13/2026 | CreativeOne Wealth LLC | 33,424 | $1.94M | 0.0% | +67.2% | 1.089% | |
| 2/13/2026 | Arkadios Wealth Advisors | 5,892 | $341K | 0.0% | -29.8% | 0.192% | |
| 2/12/2026 | Jane Street Group LLC | 4,454 | $258K | 0.0% | N/A | 0.145% | |
| 2/12/2026 | TopTier Wealth Management LLC | 4,261 | $247K | 0.2% | N/A | 0.139% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 123,046 | $7.13M | 0.0% | +17.4% | 4.008% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 4,075 | $236K | 0.0% | +6.3% | 0.133% | |
| 2/12/2026 | Principal Securities Inc. | 74,250 | $4.30M | 0.1% | +15.3% | 2.419% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 102,154 | $5.92M | 0.0% | +0.9% | 3.327% | |
| 2/11/2026 | GWN Securities Inc. | 16,629 | $963K | 0.2% | +14.0% | 0.542% | |
| 2/11/2026 | LPL Financial LLC | 84,645 | $4.90M | 0.0% | +15.1% | 2.757% | |
| 2/11/2026 | Tradition Wealth Management LLC | 7,180 | $416K | 0.0% | +32.9% | 0.234% | |
| 2/10/2026 | Clear Point Advisors Inc. | 3,601 | $209K | 0.2% | N/A | 0.117% | |
| 2/10/2026 | Corrado Advisors LLC | 8,033 | $465K | 0.2% | +36.9% | 0.262% | |
| 2/9/2026 | TrustBank | 4,910 | $284K | 0.1% | N/A | 0.160% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 1,459 | $85K | 0.0% | +51.8% | 0.048% | |
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| 2/9/2026 | Harbour Investments Inc. | 4,811 | $279K | 0.0% | -42.6% | 0.157% | |
| 2/6/2026 | Freedom Investment Management Inc. | 5,795 | $336K | 0.1% | N/A | 0.189% | |
| 2/6/2026 | Advisory Alpha LLC | 9,040 | $524K | 0.0% | N/A | 0.294% | |
| 2/6/2026 | IFP Advisors Inc | 11,541 | $668K | 0.0% | +124.2% | 0.376% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 16,200 | $938K | 0.1% | +2.9% | 0.528% | |
| 2/6/2026 | HighTower Advisors LLC | 25,342 | $1.47M | 0.0% | +21.1% | 0.825% | |
| 2/5/2026 | Phoenix Financial Ltd. | 4,295 | $249K | 0.0% | N/A | 0.140% | |
| 2/5/2026 | Allworth Financial LP | 233,474 | $13.52M | 0.1% | +8,295.3% | 7.605% | |
| 2/4/2026 | Trek Financial LLC | 6,711 | $389K | 0.0% | N/A | 0.219% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 9,130 | $529K | 0.5% | N/A | 0.297% | |
| 2/3/2026 | MMA Asset Management LLC | 5,293 | $307K | 0.1% | N/A | 0.172% | |
| 2/2/2026 | Ascent Wealth Partners LLC | 5,188 | $300K | 0.0% | N/A | 0.169% | |
| 2/2/2026 | Truist Financial Corp | 84,654 | $4.90M | 0.0% | +1.6% | 2.757% | |
| 2/2/2026 | FSA Advisors Inc. | 9,333 | $541K | 0.1% | +20.4% | 0.304% | |
| 1/30/2026 | Secured Retirement Advisors LLC | 12,292 | $712K | 0.4% | -14.9% | 0.400% | |
| 1/30/2026 | Sigma Planning Corp | 15,961 | $923K | 0.0% | N/A | 0.520% | |
| 1/29/2026 | Investment Management Corp VA ADV | 185,563 | $10.75M | 9.0% | -0.7% | 6.044% | |
| 1/29/2026 | NBC Securities Inc. | 450 | $26K | 0.0% | N/A | 0.015% | |
| 1/28/2026 | Global Trust Wealth Management LLC | 5,550 | $321K | 0.2% | N/A | 0.181% | |
| 1/27/2026 | BLVD Private Wealth LLC | 4,417 | $256K | 0.2% | -20.0% | 0.144% | |
| 1/27/2026 | PFG Advisors | 7,310 | $423K | 0.0% | +51.9% | 0.238% | |
| 1/26/2026 | Merit Financial Group LLC | 19,448 | $1.13M | 0.0% | +39.3% | 0.633% | |
| 1/26/2026 | Private Trust Co. NA | 440 | $25K | 0.0% | N/A | 0.014% | |
| 1/26/2026 | CWM LLC | 19,983 | $1.16M | 0.0% | -2.6% | 0.651% | |
| 1/26/2026 | BCS Wealth Management | 4,830 | $280K | 0.0% | N/A | 0.157% | |
| 1/23/2026 | Optima Capital LLC | 570 | $33K | 0.0% | N/A | 0.019% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 23,063 | $1.34M | 0.0% | +110.4% | 0.751% | |
| 1/23/2026 | Mid American Wealth Advisory Group Inc. | 12,859 | $745K | 0.3% | N/A | 0.419% | |
| 1/23/2026 | Diligent Investors LLC | 28,698 | $1.66M | 0.4% | +40.7% | 0.935% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 18,223 | $1.06M | 0.4% | +9.1% | 0.594% | |
| 1/21/2026 | Prime Capital Investment Advisors LLC | 4,159 | $241K | 0.0% | N/A | 0.135% | |
| 1/21/2026 | BIP Wealth LLC | 23,879 | $1.38M | 0.0% | N/A | 0.778% | |
| 1/20/2026 | Element Squared LLC | 634,982 | $36.78M | 20.0% | N/A | 20.683% | |
| 1/16/2026 | CRA Financial Services LLC | 17,400 | $1.01M | 0.1% | +64.5% | 0.567% | |
| 1/15/2026 | Brookstone Capital Management | 21,156 | $1.23M | 0.0% | -1.9% | 0.689% | |
| 1/14/2026 | ORG Partners LLC | 28,332 | $1.64M | 0.3% | +1.0% | 0.923% | |
| 1/13/2026 | Fort Washington Investment Advisors Inc. OH | 11,000 | $637K | 0.0% | +24.0% | 0.358% | |
| 1/12/2026 | Certified Advisory Corp | 32,362 | $1.87M | 0.2% | +29.6% | 1.054% | |
| 1/12/2026 | Focus Financial Network Inc. | 13,609 | $788K | 0.0% | +20.1% | 0.443% | |
| 1/9/2026 | First Heartland Consultants Inc. | 33,412 | $1.94M | 0.1% | -34.2% | 1.088% | |
| 1/8/2026 | Sound View Wealth Advisors Group LLC | 5,161 | $299K | 0.0% | N/A | 0.168% | |
| 1/6/2026 | Arlington Capital Management Inc. | 9,048 | $524K | 0.3% | -6.3% | 0.295% | |
| 11/19/2025 | Sunbelt Securities Inc. | 7,893 | $448K | 0.0% | -12.3% | 0.257% | |
| 11/17/2025 | Susquehanna International Group LLP | 5,156 | $293K | 0.0% | -84.7% | 0.168% | |
| 11/17/2025 | Focus Partners Wealth | 33,762 | $1.92M | 0.0% | -5.6% | 1.100% | |
| 11/17/2025 | Citadel Advisors LLC | 6,876 | $391K | 0.0% | N/A | 0.224% | |
| 11/14/2025 | Raymond James Financial Inc. | 23,975 | $1.36M | 0.0% | +16.0% | 0.781% | |
| 11/14/2025 | Arlington Capital Management Inc. | 9,654 | $548K | 0.3% | -6.4% | 0.314% | |
| 11/14/2025 | Diligent Investors LLC | 20,398 | $1.16M | 0.3% | +19.0% | 0.664% | |
| 11/13/2025 | Certified Advisory Corp | 24,973 | $1.42M | 0.1% | -6.9% | 0.813% | |
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| 11/13/2025 | PFG Advisors | 4,812 | $273K | 0.0% | -3.7% | 0.157% | |
| 11/13/2025 | CreativeOne Wealth LLC | 19,987 | $1.14M | 0.0% | +8.9% | 0.651% | |
| 11/12/2025 | FSA Advisors Inc. | 7,753 | $440K | 0.3% | +9.2% | 0.253% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 15,750 | $895K | 0.1% | +2.5% | 0.513% | |
| 11/10/2025 | MAI Capital Management | 20,767 | $1.18M | 0.0% | +130.5% | 0.676% | |
| 11/10/2025 | First Heartland Consultants Inc. | 50,804 | $2.89M | 0.2% | -3.1% | 1.655% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 44,756 | $2.54M | 0.0% | -9.5% | 1.458% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 14,819 | $842K | 0.0% | +35.0% | 0.483% | |
| 11/3/2025 | AE Wealth Management LLC | 2,691 | $153K | 0.0% | -42.2% | 0.088% | |
| 11/3/2025 | Truist Financial Corp | 83,301 | $4.73M | 0.0% | -14.9% | 2.713% | |