| 6/3/2026 | NewEdge Advisors LLC | 14,987 | $582K | 0.0% | -12.8% | 0.133% | |
| 5/19/2026 | Sonoma Allocations LLC | 25,816 | $1.01M | 0.3% | -1.7% | 0.229% | |
| 5/19/2026 | NewEdge Advisors LLC | 14,987 | $582K | 0.0% | -12.8% | 0.133% | |
| 5/19/2026 | Arkadios Wealth Advisors | 13,539 | $526K | 0.0% | +11.1% | 0.120% | |
| 5/18/2026 | Talon Private Wealth LLC | 926,565 | $35.99M | 4.8% | N/A | 8.214% | |
| 5/16/2026 | IMG Wealth Management Inc. | 51,275 | $1.99M | 1.3% | -1.0% | 0.455% | |
| 5/13/2026 | Cetera Investment Advisers | 65,341 | $2.54M | 0.0% | -17.6% | 0.579% | |
| 5/13/2026 | Signature Equity Partners LLC | 7,640 | $297K | 0.2% | -56.5% | 0.068% | |
| 5/5/2026 | Sigma Planning Corp | 10,001 | $388K | 0.0% | -14.1% | 0.089% | |
| 5/4/2026 | Archer Investment Corp | 12,211 | $474K | 0.1% | -18.7% | 0.108% | |
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| 5/2/2026 | Diversify Wealth Management LLC | 14,900 | $606K | 0.0% | N/A | 0.132% | |
| 5/1/2026 | Sovran Advisors LLC | 139,430 | $5.69M | 0.4% | +1,152.0% | 1.236% | |
| 4/30/2026 | Kestra Advisory Services LLC | 133,655 | $5.19M | 0.0% | -2.4% | 1.185% | |
| 4/30/2026 | Money Concepts Capital Corp | 36,260 | $1.41M | 0.1% | +190.1% | 0.321% | |
| 4/29/2026 | WealthPLAN Partners LLC | 21,042 | $817K | 0.2% | -28.7% | 0.187% | |
| 4/28/2026 | Bravias Capital Group LLC | 16,016 | $622K | 0.4% | -1.9% | 0.142% | |
| 4/21/2026 | KFG Wealth Management LLC | 101,177 | $3.93M | 0.5% | +2.8% | 0.897% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 14,400 | $559K | 0.0% | -37.4% | 0.128% | |
| 4/17/2026 | Brookstone Capital Management | 1,886,457 | $73.27M | 0.8% | +0.6% | 16.724% | |
| 3/6/2026 | Redwood Family Wealth LLC | 14,447 | $573K | 0.6% | N/A | 0.128% | |
| 2/23/2026 | Sonoma Allocations LLC | 26,252 | $1.05M | 0.4% | +26.5% | 0.233% | |
| 2/18/2026 | Virtue Capital Management LLC | 40,063 | $1.59M | 0.0% | N/A | 0.355% | |
| 2/17/2026 | Cetera Investment Advisers | 79,293 | $3.14M | 0.0% | +13.9% | 0.703% | |
| 2/17/2026 | Osaic Holdings Inc. | 193,863 | $7.69M | 0.0% | -0.9% | 1.719% | |
| 2/17/2026 | Advisory Services Network LLC | 42,308 | $1.68M | 0.0% | +15.2% | 0.375% | |
| 2/16/2026 | MML Investors Services LLC | 46,960 | $1.86M | 0.0% | +86.2% | 0.416% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 2,400 | $95K | 0.0% | +14.3% | 0.021% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 40,507 | $1.61M | 0.1% | -11.2% | 0.359% | |
| 2/13/2026 | Kestra Advisory Services LLC | 136,943 | $5.43M | 0.0% | +6.9% | 1.214% | |
| 2/13/2026 | Arkadios Wealth Advisors | 12,182 | $483K | 0.0% | N/A | 0.108% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 7,642 | $303K | 0.0% | -5.4% | 0.068% | |
| 2/12/2026 | Jane Street Group LLC | 41,275 | $1.64M | 0.0% | N/A | 0.366% | |
| 2/12/2026 | Triumph Capital Management | 11,133 | $441K | 0.1% | -90.6% | 0.099% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 355,540 | $14.09M | 0.0% | -5.9% | 3.152% | |
| 2/12/2026 | Virtue Capital Management LLC | 40,063 | $1.59M | 0.0% | N/A | 0.355% | |
| 2/12/2026 | WealthPLAN Partners LLC | 29,520 | $1.17M | 0.2% | -64.4% | 0.262% | |
| 2/11/2026 | Legacy Capital Wealth Management LLC | 215,636 | $8.55M | 5.2% | N/A | 1.912% | |
| 2/11/2026 | Jessup Wealth Management Inc | 2,479 | $98K | 0.0% | N/A | 0.022% | |
| 2/11/2026 | LPL Financial LLC | 49,324 | $1.96M | 0.0% | -0.5% | 0.437% | |
| 2/10/2026 | NewCorp Financial Services Inc. | 13,619 | $540K | 0.5% | N/A | 0.121% | |
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| 2/10/2026 | Foundations Investment Advisors LLC | 159,928 | $6.34M | 0.1% | +8.6% | 1.418% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 13,725 | $544K | 0.0% | -59.5% | 0.122% | |
| 2/9/2026 | TrustBank | 21,790 | $864K | 0.4% | N/A | 0.193% | |
| 2/9/2026 | Harbour Investments Inc. | 8,798 | $349K | 0.0% | +29.1% | 0.078% | |
| 2/9/2026 | Clearstead Advisors LLC | 8,041 | $319K | 0.0% | N/A | 0.071% | |
| 2/6/2026 | RPS Advisory Solutions LLC | 5,256 | $208K | 0.1% | N/A | 0.047% | |
| 2/6/2026 | HighTower Advisors LLC | 54,772 | $2.17M | 0.0% | -10.3% | 0.486% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 61,160 | $2.42M | 0.2% | -81.2% | 0.542% | |
| 2/5/2026 | IMG Wealth Management Inc. | 51,811 | $2.05M | 1.3% | +0.8% | 0.459% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 34,597 | $1.37M | 0.1% | +668.8% | 0.307% | |
| 2/4/2026 | Money Concepts Capital Corp | 12,498 | $495K | 0.0% | +25.6% | 0.111% | |
| 2/4/2026 | Trek Financial LLC | 94,873 | $3.76M | 0.2% | -32.8% | 0.841% | |
| 2/3/2026 | Allegiance Financial Group Advisory Services LLC | 12,988 | $515K | 0.1% | -15.1% | 0.115% | |
| 2/3/2026 | WealthShield Partners LLC | 18,096 | $717K | 0.1% | +2.3% | 0.160% | |
| 2/3/2026 | AssuredPartners Investment Advisors LLC | 45,395 | $1.80M | 0.3% | +86.3% | 0.402% | |
| 2/2/2026 | Truist Financial Corp | 58,467 | $2.32M | 0.0% | -2.2% | 0.518% | |
| 1/30/2026 | Sigma Planning Corp | 11,647 | $462K | 0.0% | -72.3% | 0.103% | |
| 1/30/2026 | Simplicity Wealth LLC | 5,149 | $204K | 0.0% | N/A | 0.046% | |
| 1/30/2026 | Archer Investment Corp | 15,022 | $595K | 0.1% | +21.4% | 0.133% | |
| 1/30/2026 | Strategic Blueprint LLC | 45,423 | $1.80M | 0.1% | +24.6% | 0.403% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 23,000 | $912K | 0.0% | -7.6% | 0.204% | |
| 1/29/2026 | Bravias Capital Group LLC | 16,327 | $647K | 0.4% | -3.2% | 0.145% | |
| 1/28/2026 | Milestone Asset Management LLC | 81,225 | $3.22M | 0.6% | -4.7% | 0.720% | |
| 1/27/2026 | PFG Advisors | 13,122 | $520K | 0.0% | N/A | 0.116% | |
| 1/27/2026 | Berger Financial Group Inc | 88,427 | $3.51M | 0.2% | +0.7% | 0.784% | |
| 1/26/2026 | O Connor Financial Group LLC | 7,232 | $288K | 0.1% | N/A | 0.064% | |
| 1/23/2026 | Kellett Wealth Advisors LLC | 5,923 | $235K | 0.1% | -91.1% | 0.053% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 4,794 | $190K | 0.1% | +771.6% | 0.043% | |
| 1/21/2026 | MBL Wealth LLC | 59,041 | $2.34M | 0.2% | +26.8% | 0.523% | |
| 1/21/2026 | KFG Wealth Management LLC | 98,429 | $3.90M | 0.5% | -22.3% | 0.873% | |
| 1/20/2026 | Family Legacy Financial Solutions LLC | 13,900 | $551K | 0.4% | -91.9% | 0.123% | |
| 1/20/2026 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 141,462 | $5.61M | 0.3% | -6.9% | 1.254% | |
| 1/15/2026 | Brookstone Capital Management | 1,875,251 | $74.34M | 0.9% | +136.0% | 16.625% | |
| 1/14/2026 | Lantz Financial LLC | 8,822 | $350K | 0.1% | N/A | 0.078% | |
| 1/14/2026 | Spire Wealth Management | 74,707 | $2.96M | 0.1% | +85.0% | 0.662% | |
| 1/14/2026 | Chris Bulman Inc | 6,766 | $268K | 0.1% | N/A | 0.060% | |
| 1/12/2026 | Central Valley Advisors LLC | 91,451 | $3.63M | 1.1% | +17.1% | 0.811% | |
| 1/12/2026 | Fiduciary Financial Group LLC | 25,622 | $1.02M | 0.1% | +38.3% | 0.227% | |
| 1/9/2026 | First Heartland Consultants Inc. | 8,320 | $330K | 0.0% | -29.3% | 0.074% | |
| 1/1/2026 | JPMorgan Chase & Co. | 23,791 | $913K | 0.0% | +84.4% | 0.211% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 24,900 | $955K | 0.0% | -18.6% | 0.221% | |
| 11/17/2025 | Triumph Capital Management | 118,671 | $4.55M | 1.1% | -0.5% | 1.052% | |
| 11/17/2025 | Susquehanna International Group LLP | 11,993 | $460K | 0.0% | -50.1% | 0.106% | |
| 11/17/2025 | Citadel Advisors LLC | 14,468 | $555K | 0.0% | +74.0% | 0.128% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 8,076 | $310K | 0.0% | -51.1% | 0.072% | |
| 11/14/2025 | Raymond James Financial Inc. | 257,506 | $9.88M | 0.0% | -44.1% | 2.283% | |
| 11/14/2025 | Maia Wealth LLC | 6,595 | $257K | 0.0% | -6.2% | 0.058% | |
| 11/13/2025 | Diversify Advisory Services LLC | 16,600 | $646K | 0.0% | -3.5% | 0.147% | |
| 11/12/2025 | Aptus Capital Advisors LLC | 2,100 | $81K | 0.0% | -34.4% | 0.019% | |
| 11/12/2025 | Integrity Advisory Solutions LLC | 98,269 | $3.77M | 0.6% | N/A | 0.871% | |
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| 11/12/2025 | Focus Partners Advisor Solutions LLC | 24,964 | $974K | 0.0% | +63.2% | 0.221% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 33,913 | $1.30M | 0.0% | -5.3% | 0.301% | |
| 11/12/2025 | Arete Wealth Advisors LLC | 45,640 | $1.75M | 0.1% | -8.2% | 0.405% | |
| 11/10/2025 | First Heartland Consultants Inc. | 11,770 | $452K | 0.0% | -9.5% | 0.104% | |
| 11/7/2025 | Axxcess Wealth Management LLC | 14,084 | $540K | 0.0% | N/A | 0.125% | |
| 11/7/2025 | JPMorgan Chase & Co. | 23,791 | $913K | 0.0% | +84.4% | 0.211% | |
| 11/7/2025 | HighTower Advisors LLC | 61,060 | $2.34M | 0.0% | -60.9% | 0.541% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 4,500 | $173K | 0.0% | +189.2% | 0.040% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 195,692 | $7.51M | 0.0% | -33.3% | 1.735% | |
| 11/4/2025 | Ashton Thomas Private Wealth LLC | 45,899 | $1.76M | 0.0% | N/A | 0.407% | |