| 5/20/2026 | SOA Wealth Advisors LLC. | 22,036 | $567K | 0.1% | -60.2% | 0.364% | |
| 5/19/2026 | Winnow Wealth LLC | 12,219 | $315K | 0.2% | -12.0% | 0.202% | |
| 5/19/2026 | Arkadios Wealth Advisors | 9,490 | $244K | 0.0% | -8.1% | 0.157% | |
| 5/13/2026 | Cetera Investment Advisers | 294,275 | $7.58M | 0.0% | -1.9% | 4.864% | |
| 5/7/2026 | Grant Street Asset Management Inc. | 120,239 | $3.10M | 0.6% | -8.6% | 1.987% | |
| 4/30/2026 | Kestra Advisory Services LLC | 63,677 | $1.64M | 0.0% | +21.1% | 1.053% | |
| 4/24/2026 | Secured Retirement Advisors LLC | 31,182 | $803K | 0.5% | -4.6% | 0.515% | |
| 4/21/2026 | Maltin Wealth Management Inc. | 165,156 | $4.25M | 1.6% | -57.8% | 2.730% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 70,355 | $1.81M | 0.1% | +2.4% | 1.163% | |
| 2/18/2026 | EP Wealth Advisors LLC | 21,829 | $560K | 0.0% | N/A | 0.361% | |
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| 2/17/2026 | Cetera Investment Advisers | 299,914 | $7.69M | 0.0% | -0.6% | 4.957% | |
| 2/17/2026 | Osaic Holdings Inc. | 191,118 | $4.90M | 0.0% | -20.1% | 3.159% | |
| 2/16/2026 | Mariner LLC | 19,155 | $491K | 0.0% | -2.5% | 0.317% | |
| 2/16/2026 | Integrity Financial Corp WA | 13,020 | $334K | 0.2% | -9.6% | 0.215% | |
| 2/13/2026 | Kestra Advisory Services LLC | 52,572 | $1.35M | 0.0% | -10.9% | 0.869% | |
| 2/13/2026 | Visionary Wealth Advisors | 17,908 | $459K | 0.0% | -10.0% | 0.296% | |
| 2/13/2026 | Arkadios Wealth Advisors | 10,330 | $265K | 0.0% | +5.1% | 0.171% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 110,104 | $2.82M | 0.0% | -22.1% | 1.820% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 802,869 | $20.59M | 0.0% | -15.9% | 13.271% | |
| 2/12/2026 | Fortress Private Ledger LLC | 13,321 | $342K | 0.1% | -3.2% | 0.220% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 68,197 | $1.75M | 0.0% | +5.8% | 1.127% | |
| 2/11/2026 | Winnow Wealth LLC | 13,879 | $361K | 0.3% | -11.9% | 0.229% | |
| 2/11/2026 | LPL Financial LLC | 21,846 | $560K | 0.0% | -7.6% | 0.361% | |
| 2/10/2026 | Nvest Financial LLC | 18,692 | $479K | 0.2% | +64.1% | 0.309% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 12,977 | $333K | 0.0% | -51.5% | 0.214% | |
| 2/9/2026 | Harbour Investments Inc. | 22,571 | $579K | 0.0% | +5.6% | 0.373% | |
| 2/6/2026 | Ignite Planners LLC | 44,197 | $1.16M | 0.2% | -7.5% | 0.731% | |
| 2/3/2026 | Anfield Capital Management LLC | 2,836 | $73K | 0.0% | -27.9% | 0.047% | |
| 2/3/2026 | Luken Investment Analytics LLC | 564,547 | $14.48M | 5.7% | -0.6% | 9.331% | |
| 2/2/2026 | Grantvest Financial Group LLC | 8,204 | $210K | 0.1% | +17.7% | 0.136% | |
| 1/30/2026 | Secured Retirement Advisors LLC | 32,688 | $838K | 0.5% | -12.2% | 0.540% | |
| 1/30/2026 | Sigma Planning Corp | 8,304 | $213K | 0.0% | -49.4% | 0.137% | |
| 1/29/2026 | Camelot Portfolios LLC | 2,758 | $71K | 0.0% | N/A | 0.046% | |
| 1/28/2026 | Grant Street Asset Management Inc. | 131,565 | $3.37M | 0.7% | -2.6% | 2.175% | |
| 1/23/2026 | Farther Finance Advisors LLC | 6,242 | $160K | 0.0% | +11.2% | 0.103% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 68,443 | $1.76M | 0.1% | -0.6% | 1.131% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 12,607 | $323K | 0.1% | -3.1% | 0.208% | |
| 1/22/2026 | Ifrah Financial Services Inc. | 13,060 | $335K | 0.1% | -3.1% | 0.216% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 7,584 | $194K | 0.0% | +22.3% | 0.125% | |
| 1/15/2026 | Maltin Wealth Management Inc. | 391,203 | $10.03M | 4.0% | -0.4% | 6.466% | |
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| 1/15/2026 | Silver Oak Securities Incorporated | 68,720 | $1.76M | 0.1% | -25.6% | 1.136% | |
| 1/1/2026 | JPMorgan Chase & Co. | 2,750 | $69K | 0.0% | +154.2% | 0.045% | |
| 12/2/2025 | IFP Advisors Inc | 47,989 | $1.20M | 0.0% | -1.0% | 0.793% | |
| 11/19/2025 | Sunbelt Securities Inc. | 3,624 | $91K | 0.0% | +152.2% | 0.060% | |
| 11/18/2025 | Advisory Services Network LLC | 2,328 | $58K | 0.0% | N/A | 0.038% | |
| 11/17/2025 | Financial Engines Advisors L.L.C. | 141,397 | $3.55M | 0.0% | -9.6% | 2.337% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,561 | $240K | 0.0% | -74.9% | 0.158% | |
| 11/17/2025 | Prosperity Consulting Group LLC | 11,104 | $278K | 0.0% | -15.6% | 0.184% | |
| 11/17/2025 | Mariner LLC | 19,655 | $493K | 0.0% | +28.0% | 0.325% | |
| 11/17/2025 | Citadel Advisors LLC | 34,420 | $863K | 0.0% | +21.3% | 0.569% | |
| 11/14/2025 | Raymond James Financial Inc. | 608,521 | $15.26M | 0.0% | -31.1% | 10.058% | |
| 11/14/2025 | Maia Wealth LLC | 41,286 | $1.04M | 0.2% | N/A | 0.682% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 100,316 | $2.52M | 0.0% | +1.3% | 1.658% | |
| 11/12/2025 | Anfield Capital Management LLC | 3,934 | $99K | 0.0% | +31.1% | 0.065% | |
| 11/12/2025 | US Bancorp DE | 127,710 | $3.20M | 0.0% | N/A | 2.111% | |
| 11/10/2025 | Grant Street Asset Management Inc. | 135,094 | $3.39M | 0.7% | -0.9% | 2.233% | |
| 11/7/2025 | JPMorgan Chase & Co. | 2,750 | $69K | 0.0% | +154.2% | 0.045% | |
| 11/6/2025 | Integrity Financial Corp WA | 14,398 | $361K | 0.2% | -45.5% | 0.238% | |
| 11/5/2025 | Capital Investment Advisory Services LLC | 6,200 | $155K | 0.0% | +91.7% | 0.102% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 26,689 | $669K | 0.0% | +50.3% | 0.441% | |
| 11/4/2025 | Grantvest Financial Group LLC | 6,972 | $175K | 0.1% | N/A | 0.115% | |
| 11/4/2025 | Winnow Wealth LLC | 15,753 | $410K | 0.3% | N/A | 0.260% | |
| 11/3/2025 | AE Wealth Management LLC | 1,842 | $46K | 0.0% | +78.3% | 0.030% | |
| 10/29/2025 | Arkadios Wealth Advisors | 9,830 | $246K | 0.0% | +9.7% | 0.162% | |
| 10/29/2025 | NorthCrest Asset Manangement LLC | 38,935 | $979K | 0.0% | +8.3% | 0.644% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 12,681 | $319K | 0.0% | -24.7% | 0.210% | |
| 10/24/2025 | Maltin Wealth Management Inc. | 392,831 | $9.85M | 4.1% | -10.0% | 6.493% | |
| 10/23/2025 | Park Avenue Securities LLC | 17,258 | $433K | 0.0% | +33.4% | 0.285% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 954,723 | $23.94M | 0.0% | +14.6% | 15.781% | |
| 10/21/2025 | SOA Wealth Advisors LLC. | 55,327 | $1.39M | 0.1% | +53.7% | 0.914% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 92,333 | $2.32M | 0.2% | +218.7% | 1.526% | |
| 10/15/2025 | CWM LLC | 3,069 | $77K | 0.0% | +204.2% | 0.051% | |
| 10/15/2025 | Secured Retirement Advisors LLC | 37,213 | $933K | 0.5% | -7.8% | 0.615% | |
| 10/15/2025 | Cypress Wealth Services LLC | 47,519 | $1.19M | 0.2% | N/A | 0.785% | |
| 10/8/2025 | Ignite Planners LLC | 47,787 | $1.20M | 0.2% | +2.1% | 0.790% | |
| 9/4/2025 | Osaic Holdings Inc. | 196,154 | $4.80M | 0.0% | +13.5% | 3.242% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 99,048 | $2.43M | 0.0% | +1.6% | 1.637% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 115,841 | $2.84M | 0.0% | +18.9% | 1.915% | |
| 8/15/2025 | EP Wealth Advisors LLC | 34,990 | $857K | 0.0% | N/A | 0.578% | |
| 8/14/2025 | Jane Street Group LLC | 19,924 | $488K | 0.0% | N/A | 0.329% | |
| 8/14/2025 | Raymond James Financial Inc. | 883,176 | $21.62M | 0.0% | -0.2% | 14.598% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 35,544 | $870K | 0.1% | +37.3% | 0.588% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 16,058 | $393K | 0.0% | N/A | 0.265% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,082 | $26K | 0.0% | +13,425.0% | 0.018% | |
| 8/11/2025 | Anfield Capital Management LLC | 3,000 | $73K | 0.0% | N/A | 0.050% | |
| 8/8/2025 | Cetera Investment Advisers | 672,134 | $16.45M | 0.0% | +18.1% | 11.110% | |
| 8/6/2025 | AE Wealth Management LLC | 1,033 | $25K | 0.0% | +111.7% | 0.017% | |
| 8/6/2025 | Maltin Wealth Management Inc. | 436,519 | $10.69M | 4.8% | -45.5% | 7.215% | |
| 8/5/2025 | Prosperity Consulting Group LLC | 13,153 | $322K | 0.0% | -11.4% | 0.217% | |
| 8/5/2025 | Integrity Financial Corp WA | 26,417 | $647K | 0.3% | -54.4% | 0.437% | |
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| 8/4/2025 | Grant Street Asset Management Inc. | 136,357 | $3.34M | 0.8% | -1.9% | 2.254% | |
| 8/4/2025 | Arkadios Wealth Advisors | 8,960 | $219K | 0.0% | -27.9% | 0.148% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 17,763 | $435K | 0.0% | +41.8% | 0.294% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 15,487 | $379K | 0.0% | +10.3% | 0.256% | |
| 7/28/2025 | Nvest Financial LLC | 18,510 | $453K | 0.2% | -30.9% | 0.306% | |
| 7/28/2025 | Harbour Investments Inc. | 21,748 | $532K | 0.0% | -30.1% | 0.359% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 69,157 | $1.69M | 0.2% | N/A | 1.143% | |
| 7/23/2025 | Ignite Planners LLC | 46,813 | $1.14M | 0.2% | -1.6% | 0.774% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 40,343 | $988K | 0.6% | +3.3% | 0.667% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 16,455 | $403K | 0.0% | +33.5% | 0.272% | |