| 5/7/2026 | Continuum Wealth Advisors LLC | 26,475 | $310K | 0.1% | N/A | 0.319% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 710,791 | $8.32M | 0.6% | N/A | 8.564% | |
| 5/1/2026 | Simplicity Wealth LLC | 10,400 | $122K | 0.0% | N/A | 0.125% | |
| 4/28/2026 | Ascentis Independent Advisors | 81,996 | $960K | 0.1% | N/A | 0.988% | |
| 4/24/2026 | Ferguson Shapiro LLC | 154,600 | $1.81M | 0.6% | N/A | 1.863% | |
| 2/18/2026 | Sierra Capital LLC | 120,850 | $1.39M | 0.1% | N/A | 1.456% | |
| 2/18/2026 | OLD Mission Capital LLC | 33,176 | $381K | 0.0% | +72.6% | 0.400% | |
| 2/17/2026 | Osaic Holdings Inc. | 31,093 | $357K | 0.0% | +320.5% | 0.375% | |
| 2/17/2026 | &PARTNERS | 15,874 | $171K | 0.0% | -23.1% | 0.191% | |
| 2/16/2026 | MML Investors Services LLC | 10,680 | $123K | 0.0% | N/A | 0.129% | |
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| 2/16/2026 | Focus Partners Wealth | 1,400,142 | $16.09M | 0.0% | N/A | 16.869% | |
| 2/13/2026 | Wells Fargo & Company MN | 727,043 | $8.35M | 0.0% | -40.4% | 8.760% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 15,385 | $177K | 0.0% | +38.7% | 0.185% | |
| 2/12/2026 | Bank of Montreal Can | 10,000 | $115K | 0.0% | N/A | 0.120% | |
| 2/12/2026 | Principal Securities Inc. | 10,099 | $116K | 0.0% | +202.4% | 0.122% | |
| 2/11/2026 | LPL Financial LLC | 1,421,835 | $16.34M | 0.0% | +122.5% | 17.131% | |
| 2/6/2026 | Orcam Financial Group | 18,500 | $213K | 0.2% | -15.9% | 0.223% | |
| 2/6/2026 | Global Retirement Partners LLC | 4,620 | $53K | 0.0% | +224.4% | 0.056% | |
| 2/6/2026 | HighTower Advisors LLC | 1,045,832 | $12.02M | 0.0% | N/A | 12.600% | |
| 2/5/2026 | Soltis Investment Advisors LLC | 221,978 | $2.55M | 0.2% | +4.6% | 2.674% | |
| 1/30/2026 | Citizens Financial Group Inc. RI | 39,308 | $452K | 0.0% | -50.7% | 0.474% | |
| 1/22/2026 | Comprehensive Money Management Services LLC | 53,286 | $612K | 0.4% | +9.7% | 0.642% | |
| 1/20/2026 | Philip James Wealth Mangement LLC | 168,011 | $1.93M | 0.2% | +3.4% | 2.024% | |
| 1/15/2026 | Professional Financial Advisors LLC | 170,668 | $1.96M | 0.4% | +4.6% | 2.056% | |
| 11/17/2025 | Susquehanna International Group LLP | 90,862 | $1.08M | 0.0% | -27.7% | 1.095% | |
| 11/14/2025 | Comerica Bank | 2,312 | $27K | 0.0% | -36.9% | 0.028% | |
| 11/10/2025 | Verus Capital Partners LLC | 17,410 | $206K | 0.0% | N/A | 0.210% | |
| 11/5/2025 | L.K. Benson & Company P.C. | 14,435 | $171K | 0.1% | N/A | 0.174% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 24,089 | $285K | 0.0% | -10.9% | 0.290% | |
| 11/4/2025 | Centric Wealth Management | 28,605 | $339K | 0.1% | +5.8% | 0.345% | |
| 10/28/2025 | Professional Financial Advisors LLC | 163,155 | $1.93M | 0.4% | +8.1% | 1.966% | |
| 10/24/2025 | Continuum Wealth Advisors LLC | 35,314 | $418K | 0.2% | N/A | 0.425% | |
| 10/24/2025 | Philip James Wealth Mangement LLC | 162,436 | $1.92M | 0.2% | N/A | 1.957% | |
| 10/24/2025 | ORG Partners LLC | 81,996 | $970K | 0.2% | -27.6% | 0.988% | |
| 10/24/2025 | Comprehensive Money Management Services LLC | 48,586 | $575K | 0.4% | -33.6% | 0.585% | |
| 10/16/2025 | Mezzasalma Advisors LLC | 33,613 | $398K | 0.1% | +24.5% | 0.405% | |
| 10/9/2025 | AdvisorNet Financial Inc | 3,418 | $40K | 0.0% | -59.4% | 0.041% | |
| 9/4/2025 | Osaic Holdings Inc. | 7,173 | $86K | 0.0% | +864.1% | 0.086% | |
| 8/15/2025 | Tidal Investments LLC | 79,936 | $958K | 0.0% | +288.6% | 0.963% | |
| 8/14/2025 | Jane Street Group LLC | 65,270 | $783K | 0.0% | N/A | 0.786% | |
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| 8/14/2025 | Raymond James Financial Inc. | 2,654 | $32K | 0.0% | -98.4% | 0.032% | |
| 8/13/2025 | StoneX Group Inc. | 11,977 | $144K | 0.0% | N/A | 0.144% | |
| 8/12/2025 | Centric Wealth Management | 27,027 | $321K | 0.1% | -3.7% | 0.326% | |
| 8/12/2025 | JPMorgan Chase & Co. | 28,043 | $336K | 0.0% | N/A | 0.338% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 79,576 | $954K | 0.0% | -84.7% | 0.959% | |
| 8/6/2025 | Soltis Investment Advisors LLC | 213,481 | $2.56M | 0.2% | -56.4% | 2.572% | |
| 8/4/2025 | L.M. Kohn & Company | 31,307 | $375K | 0.1% | N/A | 0.377% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 27,046 | $324K | 0.0% | N/A | 0.326% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 17,077 | $205K | 0.1% | N/A | 0.206% | |
| 7/29/2025 | Mezzasalma Advisors LLC | 27,000 | $324K | 0.1% | N/A | 0.325% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 73,146 | $877K | 0.7% | +324.7% | 0.881% | |
| 7/16/2025 | ORG Partners LLC | 113,317 | $1.36M | 0.3% | -12.2% | 1.365% | |
| 7/10/2025 | Professional Financial Advisors LLC | 150,885 | $1.81M | 0.4% | +2.8% | 1.807% | |
| 5/15/2025 | Centric Wealth Management | 28,075 | $331K | 0.1% | +10.3% | 0.214% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 520,523 | $6.13M | 0.1% | N/A | 6.088% | |
| 5/7/2025 | LPL Financial LLC | 109,382 | $1.29M | 0.0% | +9.9% | 1.279% | |
| 5/6/2025 | Lifeworks Advisors LLC | 18,212 | $215K | 0.0% | -6.5% | 0.213% | |
| 5/2/2025 | Fortis Group Advisors LLC | 369,964 | $4.36M | 0.8% | N/A | 4.327% | |
| 4/28/2025 | Mutual Advisors LLC | 12,900 | $164K | 0.0% | N/A | 0.151% | |
| 4/25/2025 | Goodman Advisory Group LLC | 1,047,436 | $12.34M | 5.7% | N/A | 12.251% | |
| 4/23/2025 | Western Wealth Management LLC | 376,937 | $4.44M | 0.3% | N/A | 4.409% | |
| 4/23/2025 | Professional Financial Advisors LLC | 146,808 | $1.73M | 0.4% | +23.8% | 1.717% | |
| 4/22/2025 | Advisor Resource Council | 61,244 | $721K | 0.1% | N/A | 0.716% | |
| 4/21/2025 | ORG Partners LLC | 129,037 | $1.52M | 0.4% | +39.4% | 1.509% | |
| 4/9/2025 | NBC Securities Inc. | 6,925 | $81K | 0.0% | +115,316.7% | 0.096% | |
| 4/7/2025 | AdvisorNet Financial Inc | 8,409 | $99K | 0.0% | N/A | 0.117% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 17,274 | $193K | 0.2% | N/A | 0.303% | |
| 2/17/2025 | Tidal Investments LLC | 59,999 | $672K | 0.0% | +15.7% | 0.870% | |
| 2/17/2025 | Napa Wealth Management | 12,356 | $138K | 0.1% | -55.9% | 0.179% | |
| 2/14/2025 | Jane Street Group LLC | 47,298 | $530K | 0.0% | +32.0% | 0.685% | |
| 2/13/2025 | Wells Fargo & Company MN | 190,739 | $2.14M | 0.0% | -74.7% | 2.764% | |
| 2/12/2025 | Centric Wealth Management | 25,462 | $285K | 0.1% | +12.1% | 0.369% | |
| 2/11/2025 | Cedar Wealth Management LLC | 54,675 | $612K | 0.2% | N/A | 0.792% | |
| 2/11/2025 | LPL Financial LLC | 99,563 | $1.12M | 0.0% | -7.4% | 1.443% | |
| 2/7/2025 | HighTower Advisors LLC | 64,150 | $718K | 0.0% | N/A | 0.930% | |
| 2/6/2025 | Proficio Capital Partners LLC | 68,880 | $771K | 0.0% | N/A | 0.998% | |
| 2/5/2025 | Proficio Capital Partners LLC | 68,880 | $771K | 0.0% | N/A | 0.998% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 179,545 | $2.01M | 0.2% | -1.7% | 2.602% | |
| 1/14/2025 | Professional Financial Advisors LLC | 118,540 | $1.33M | 0.3% | +3.2% | 1.718% | |
| 1/10/2025 | ORG Partners LLC | 92,584 | $1.04M | 0.1% | -9.1% | 1.342% | |
| 11/25/2024 | Tidal Investments LLC | 51,863 | $625K | 0.0% | +13.7% | 0.752% | |
| 11/18/2024 | Soltis Investment Advisors LLC | 182,693 | $2.20M | 0.2% | +18.5% | 2.648% | |
| 11/15/2024 | Jane Street Group LLC | 35,831 | $432K | 0.0% | -32.9% | 0.519% | |
| 11/14/2024 | Centric Wealth Management | 22,723 | $257K | 0.1% | +5.1% | 0.329% | |
| 11/7/2024 | Napa Wealth Management | 28,043 | $338K | 0.2% | N/A | 0.406% | |
| 11/6/2024 | Lifeworks Advisors LLC | 18,987 | $229K | 0.0% | N/A | 0.275% | |
| 10/31/2024 | Advisor Resource Council | 13,113 | $158K | 0.1% | N/A | 0.190% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 18,313 | $221K | 0.0% | +10.0% | 0.265% | |
| 10/11/2024 | ORG Partners LLC | 101,869 | $1.23M | 0.2% | +60.7% | 1.476% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 2,800 | $34K | 0.0% | N/A | 0.041% | |
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| 10/10/2024 | Professional Financial Advisors LLC | 114,876 | $1.38M | 0.4% | +8.9% | 1.665% | |
| 8/13/2024 | TPG Advisors LLC | 11,166 | $129K | 0.1% | N/A | 0.162% | |
| 7/24/2024 | &PARTNERS | 56,857 | $659K | 0.0% | +35.2% | 0.824% | |
| 7/18/2024 | Professional Financial Advisors LLC | 105,518 | $1.22M | 0.3% | +6.1% | 1.529% | |
| 7/16/2024 | ORG Partners LLC | 63,396 | $726K | 0.1% | N/A | 0.919% | |
| 7/10/2024 | Mid American Wealth Advisory Group Inc. | 381,034 | $4.42M | 2.8% | -2.5% | 5.522% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 153,784 | $1.86M | 0.2% | -3.9% | 2.229% | |
| 5/17/2024 | Tidal Investments LLC | 46,488 | $563K | 0.0% | -5.6% | 0.674% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 20,000 | $242K | 0.1% | +100.0% | 0.290% | |
| 4/25/2024 | Professional Financial Advisors LLC | 99,445 | $1.21M | 0.3% | +12.5% | 1.362% | |