| 4/22/2026 | Janney Montgomery Scott LLC | 19,744 | $517K | 0.0% | +2.0% | 0.449% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 38,110 | $997K | 0.1% | +10.6% | 0.866% | |
| 4/17/2026 | Five Pine Wealth Management | 15,044 | $394K | 0.2% | -3.3% | 0.342% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 30,556 | $795K | 0.0% | +139.6% | 0.694% | |
| 2/20/2026 | Sunbelt Securities Inc. | 23,641 | $615K | 0.0% | +18.0% | 0.537% | |
| 2/18/2026 | OLD Mission Capital LLC | 27,959 | $727K | 0.0% | N/A | 0.635% | |
| 2/17/2026 | Cetera Investment Advisers | 113,067 | $2.94M | 0.0% | +15.9% | 2.570% | |
| 2/17/2026 | Kovack Advisors Inc. | 13,693 | $356K | 0.0% | N/A | 0.311% | |
| 2/17/2026 | Osaic Holdings Inc. | 104,711 | $2.72M | 0.0% | -19.8% | 2.380% | |
| 2/17/2026 | Advisory Services Network LLC | 52,308 | $1.36M | 0.0% | +2.0% | 1.189% | |
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| 2/16/2026 | Integrity Financial Corp WA | 3,542 | $92K | 0.0% | +28.2% | 0.081% | |
| 2/13/2026 | Kestra Advisory Services LLC | 20,966 | $545K | 0.0% | +50.4% | 0.477% | |
| 2/13/2026 | Arkadios Wealth Advisors | 16,166 | $421K | 0.0% | N/A | 0.367% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 219,972 | $5.72M | 0.0% | +16.6% | 4.999% | |
| 2/12/2026 | Kovack Advisors Inc. | 13,693 | $357K | 0.0% | N/A | 0.311% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 19,364 | $504K | 0.0% | +56.5% | 0.440% | |
| 2/11/2026 | Winnow Wealth LLC | 13,987 | $378K | 0.3% | -12.5% | 0.318% | |
| 2/11/2026 | LPL Financial LLC | 78,562 | $2.04M | 0.0% | -4.9% | 1.786% | |
| 2/11/2026 | Wealthgarden F.S. LLC | 24,656 | $657K | 0.4% | +17.3% | 0.560% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 31,053 | $808K | 0.0% | N/A | 0.706% | |
| 2/9/2026 | Harbour Investments Inc. | 18,418 | $479K | 0.0% | +187.9% | 0.419% | |
| 2/9/2026 | Prospera Financial Services Inc | 18,110 | $471K | 0.0% | -4.6% | 0.412% | |
| 2/6/2026 | Ignite Planners LLC | 29,954 | $798K | 0.1% | +13.0% | 0.681% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 10,320 | $268K | 0.0% | +478.5% | 0.235% | |
| 2/3/2026 | Anfield Capital Management LLC | 7,710 | $201K | 0.1% | +329.5% | 0.175% | |
| 2/3/2026 | MGO One Seven LLC | 13,741 | $357K | 0.0% | N/A | 0.312% | |
| 2/2/2026 | Avidian Wealth Enterprises LLC | 12,679 | $330K | 0.0% | N/A | 0.288% | |
| 2/2/2026 | Grantvest Financial Group LLC | 10,268 | $267K | 0.2% | N/A | 0.233% | |
| 1/30/2026 | Sigma Planning Corp | 8,477 | $221K | 0.0% | -50.1% | 0.193% | |
| 1/29/2026 | Camelot Portfolios LLC | 2,712 | $71K | 0.0% | N/A | 0.062% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 132,617 | $3.45M | 0.3% | +1.6% | 3.014% | |
| 1/23/2026 | Diligent Investors LLC | 12,350 | $321K | 0.1% | +3.3% | 0.281% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 1,022 | $27K | 0.0% | N/A | 0.023% | |
| 1/21/2026 | Avantra Family Wealth Inc. | 55,590 | $1.45M | 1.0% | +1.9% | 1.263% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,340 | $36K | 0.0% | N/A | 0.030% | |
| 1/20/2026 | SOA Wealth Advisors LLC. | 176,431 | $4.59M | 0.5% | -5.5% | 4.010% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 34,468 | $899K | 0.1% | +20.0% | 0.783% | |
| 1/14/2026 | Legacy Solutions LLC | 8,955 | $233K | 0.2% | N/A | 0.204% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 15,858 | $420K | 0.0% | +53.2% | 0.360% | |
| 1/8/2026 | NorthCrest Asset Manangement LLC | 77,461 | $2.04M | 0.0% | -4.9% | 1.760% | |
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| 1/7/2026 | Sterling Manor Financial LLC | 383,280 | $9.97M | 6.2% | +0.7% | 8.711% | |
| 1/5/2026 | Noble Wealth Management PBC | 35,785 | $931K | 0.5% | -5.4% | 0.813% | |
| 1/5/2026 | Park Avenue Securities LLC | 16,660 | $433K | 0.0% | +53.1% | 0.379% | |
| 11/17/2025 | Susquehanna International Group LLP | 16,153 | $412K | 0.0% | -34.4% | 0.367% | |
| 11/14/2025 | Raymond James Financial Inc. | 240,676 | $6.14M | 0.0% | +15.1% | 5.470% | |
| 11/14/2025 | Diligent Investors LLC | 11,950 | $305K | 0.1% | -22.4% | 0.272% | |
| 11/12/2025 | Anfield Capital Management LLC | 1,795 | $46K | 0.0% | N/A | 0.041% | |
| 11/12/2025 | US Bancorp DE | 183,362 | $4.68M | 0.0% | N/A | 4.167% | |
| 11/10/2025 | Ameritas Investment Partners Inc. | 22,260 | $568K | 0.0% | -5.7% | 0.506% | |
| 11/10/2025 | Clear Creek Financial Management LLC | 130,481 | $3.33M | 0.3% | -0.5% | 2.965% | |
| 11/6/2025 | 1776 Wealth LLC | 12,339 | $315K | 0.1% | -10.3% | 0.280% | |
| 11/6/2025 | Integrity Financial Corp WA | 2,762 | $70K | 0.0% | -74.5% | 0.063% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 36,136 | $921K | 0.0% | +6.5% | 0.821% | |
| 11/4/2025 | Wealthgarden F.S. LLC | 21,013 | $540K | 0.4% | +29.8% | 0.478% | |
| 11/4/2025 | Winnow Wealth LLC | 15,981 | $416K | 0.3% | N/A | 0.363% | |
| 10/29/2025 | NorthCrest Asset Manangement LLC | 81,486 | $2.09M | 0.0% | +32.5% | 1.852% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 10,350 | $265K | 0.0% | -28.1% | 0.235% | |
| 10/28/2025 | Avantra Family Wealth Inc. | 54,532 | $1.39M | 1.0% | -65.2% | 1.239% | |
| 10/23/2025 | Park Avenue Securities LLC | 10,881 | $277K | 0.0% | N/A | 0.247% | |
| 10/21/2025 | SOA Wealth Advisors LLC. | 186,779 | $4.76M | 0.5% | -0.6% | 4.245% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 28,727 | $733K | 0.1% | -43.3% | 0.653% | |
| 10/20/2025 | DHJJ Financial Advisors Ltd. | 5,379 | $137K | 0.0% | +19.7% | 0.122% | |
| 10/20/2025 | Merit Financial Group LLC | 8,550 | $218K | 0.0% | N/A | 0.194% | |
| 10/10/2025 | Five Pine Wealth Management | 15,554 | $397K | 0.3% | -5.2% | 0.354% | |
| 10/8/2025 | Sterling Manor Financial LLC | 380,535 | $9.70M | 6.1% | +42.4% | 8.649% | |
| 10/8/2025 | Ignite Planners LLC | 26,500 | $676K | 0.1% | N/A | 0.602% | |
| 8/19/2025 | Advisory Services Network LLC | 50,890 | $1.22M | 0.0% | +29.9% | 1.157% | |
| 8/15/2025 | EP Wealth Advisors LLC | 6,280 | $153K | 0.0% | N/A | 0.143% | |
| 8/14/2025 | Raymond James Financial Inc. | 209,128 | $5.10M | 0.0% | -3.9% | 4.753% | |
| 8/12/2025 | Lionshead Wealth Management LLC | 123,323 | $3.01M | 2.8% | +25.4% | 2.803% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 203,308 | $4.96M | 0.0% | +1.7% | 4.621% | |
| 8/8/2025 | Cetera Investment Advisers | 80,702 | $1.97M | 0.0% | +13.9% | 1.834% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 23,230 | $528K | 0.4% | +21.0% | 0.528% | |
| 8/5/2025 | Integrity Financial Corp WA | 10,818 | $264K | 0.1% | -45.6% | 0.246% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 33,924 | $828K | 0.0% | -15.3% | 0.771% | |
| 7/28/2025 | Harbour Investments Inc. | 3,007 | $73K | 0.0% | -70.0% | 0.068% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 131,140 | $3.20M | 0.3% | -2.0% | 2.980% | |
| 7/23/2025 | Avantra Family Wealth Inc. | 156,688 | $3.82M | 3.2% | N/A | 3.561% | |
| 7/22/2025 | Luken Investment Analytics LLC | 4,839 | $118K | 0.1% | -98.6% | 0.110% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 187,837 | $4.58M | 0.5% | -2.6% | 4.269% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 50,683 | $1.24M | 0.1% | -13.6% | 1.152% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 61,476 | $1.50M | 0.0% | -15.9% | 1.397% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 14,394 | $351K | 0.0% | +41.4% | 0.327% | |
| 7/9/2025 | Sterling Manor Financial LLC | 267,309 | $6.52M | 4.3% | -2.0% | 6.075% | |
| 5/15/2025 | OLD Mission Capital LLC | 20,784 | $472K | 0.0% | N/A | 0.467% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 98,324 | $2.24M | 2.3% | N/A | 2.210% | |
| 5/13/2025 | Raymond James Financial Inc. | 217,697 | $4.95M | 0.0% | -8.3% | 4.892% | |
| 5/13/2025 | HighTower Advisors LLC | 159,469 | $3.63M | 0.0% | N/A | 3.584% | |
| 5/12/2025 | Maia Wealth LLC | 127,099 | $2.86M | 0.6% | N/A | 2.856% | |
| 5/12/2025 | Integrity Financial Corp WA | 19,885 | $452K | 0.3% | -8.7% | 0.447% | |
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| 5/8/2025 | Harbour Investments Inc. | 10,009 | $228K | 0.0% | +12.6% | 0.227% | |
| 5/7/2025 | LPL Financial LLC | 62,201 | $1.41M | 0.0% | N/A | 1.414% | |
| 5/6/2025 | Cetera Investment Advisers | 70,846 | $1.61M | 0.0% | +59.4% | 1.610% | |
| 5/5/2025 | IFP Advisors Inc | 2,055 | $47K | 0.0% | +108.6% | 0.047% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 40,044 | $910K | 0.0% | -11.5% | 0.910% | |
| 4/29/2025 | Brookstone Capital Management | 103,854 | $2.36M | 0.0% | -7.6% | 2.360% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 58,632 | $1.34M | 0.1% | +3.1% | 1.333% | |
| 4/28/2025 | Sterling Manor Financial LLC | 272,659 | $6.20M | 4.4% | N/A | 6.197% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 133,833 | $3.04M | 0.3% | +0.8% | 3.042% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 75,732 | $1.72M | 0.0% | +10.5% | 1.721% | |