| 5/19/2026 | Sonoma Allocations LLC | 12,363 | $317K | 0.1% | -15.7% | 0.192% | |
| 5/19/2026 | Centaurus Financial Inc. | 31,830 | $816K | 0.0% | -6.7% | 0.495% | |
| 5/13/2026 | Cetera Investment Advisers | 83,985 | $2.15M | 0.0% | -6.2% | 1.306% | |
| 5/6/2026 | Independent Financial Group LLC | 23,900 | $612K | 0.0% | N/A | 0.372% | |
| 5/4/2026 | Archer Investment Corp | 40,442 | $1.04M | 0.2% | -13.2% | 0.629% | |
| 4/27/2026 | Prasad Wealth Partners LLC | 46,261 | $1.19M | 0.3% | -39.2% | 0.719% | |
| 4/21/2026 | Independent Wealth Network Inc. | 22,391 | $574K | 0.2% | -64.9% | 0.348% | |
| 2/23/2026 | Sonoma Allocations LLC | 14,670 | $379K | 0.1% | +36.1% | 0.228% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 7,803 | $201K | 0.0% | N/A | 0.121% | |
| 2/18/2026 | Virtue Capital Management LLC | 11,831 | $304K | 0.0% | N/A | 0.184% | |
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| 2/18/2026 | Beacon Pointe Advisors LLC | 8,710 | $224K | 0.0% | -47.2% | 0.135% | |
| 2/18/2026 | OLD Mission Capital LLC | 32,030 | $824K | 0.0% | +99.7% | 0.498% | |
| 2/17/2026 | Cetera Investment Advisers | 89,534 | $2.30M | 0.0% | +28.2% | 1.392% | |
| 2/17/2026 | Kovack Advisors Inc. | 21,842 | $562K | 0.0% | N/A | 0.340% | |
| 2/17/2026 | Osaic Holdings Inc. | 119,300 | $3.07M | 0.0% | +80.2% | 1.855% | |
| 2/17/2026 | Advisory Services Network LLC | 13,096 | $337K | 0.0% | +554.8% | 0.204% | |
| 2/16/2026 | MML Investors Services LLC | 23,913 | $615K | 0.0% | N/A | 0.372% | |
| 2/16/2026 | Alaska Permanent Capital Management LLC | 3,830 | $99K | 0.0% | N/A | 0.060% | |
| 2/13/2026 | CreativeOne Wealth LLC | 10,472 | $270K | 0.0% | N/A | 0.163% | |
| 2/13/2026 | Kestra Advisory Services LLC | 134,193 | $3.45M | 0.0% | +21.8% | 2.087% | |
| 2/12/2026 | Jane Street Group LLC | 135,741 | $3.49M | 0.0% | N/A | 2.111% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 202,182 | $5.20M | 0.0% | +22.5% | 3.144% | |
| 2/12/2026 | Virtue Capital Management LLC | 11,831 | $304K | 0.0% | N/A | 0.184% | |
| 2/12/2026 | Sykon Capital LLC | 10,390 | $267K | 0.1% | N/A | 0.162% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 8,398 | $216K | 0.0% | -8.6% | 0.131% | |
| 2/12/2026 | Kovack Advisors Inc. | 21,843 | $562K | 0.0% | N/A | 0.340% | |
| 2/11/2026 | GWN Securities Inc. | 31,013 | $798K | 0.2% | +109.5% | 0.482% | |
| 2/11/2026 | Capital Analysts LLC | 23,472 | $604K | 0.0% | -23.3% | 0.365% | |
| 2/11/2026 | LPL Financial LLC | 14,421 | $371K | 0.0% | +23.2% | 0.224% | |
| 2/11/2026 | Tradition Wealth Management LLC | 16,373 | $421K | 0.0% | +14.6% | 0.255% | |
| 2/11/2026 | Lifestyle Asset Management Inc. | 9,146 | $235K | 0.1% | N/A | 0.142% | |
| 2/11/2026 | Continuum Advisory LLC | 22,643 | $583K | 0.1% | N/A | 0.352% | |
| 2/10/2026 | Rothschild Investment LLC | 14,200 | $365K | 0.0% | -6.6% | 0.221% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 25,577 | $658K | 0.0% | -20.2% | 0.398% | |
| 2/9/2026 | Integrity Advisory Solutions LLC | 14,510 | $373K | 0.1% | N/A | 0.226% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 204,087 | $5.25M | 0.1% | -6.1% | 3.174% | |
| 2/9/2026 | Harbour Investments Inc. | 196,686 | $5.06M | 0.1% | +1.7% | 3.059% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 7,803 | $201K | 0.0% | N/A | 0.121% | |
| 2/6/2026 | IFP Advisors Inc | 4,208 | $108K | 0.0% | +16.6% | 0.065% | |
| 2/6/2026 | RPS Advisory Solutions LLC | 13,626 | $351K | 0.2% | +19.7% | 0.212% | |
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| 2/6/2026 | Brown Wealth Management LLC | 78,394 | $2.02M | 0.5% | N/A | 1.219% | |
| 2/5/2026 | IMG Wealth Management Inc. | 10,267 | $264K | 0.2% | +25.1% | 0.160% | |
| 2/5/2026 | Allworth Financial LP | 4,679 | $120K | 0.0% | N/A | 0.073% | |
| 2/4/2026 | Trek Financial LLC | 38,358 | $987K | 0.1% | +11.9% | 0.597% | |
| 2/4/2026 | Peak Wealth Management LLC | 8,320 | $214K | 0.2% | N/A | 0.129% | |
| 2/3/2026 | Vantage Financial Partners LLC | 31,028 | $799K | 0.2% | +77.4% | 0.483% | |
| 2/3/2026 | Allegiance Financial Group Advisory Services LLC | 18,481 | $476K | 0.1% | -18.4% | 0.287% | |
| 2/3/2026 | Plan Group Financial LLC | 9,738 | $251K | 0.1% | N/A | 0.151% | |
| 2/3/2026 | AssuredPartners Investment Advisors LLC | 44,279 | $1.14M | 0.2% | +130.3% | 0.689% | |
| 2/2/2026 | Truist Financial Corp | 18,240 | $469K | 0.0% | N/A | 0.284% | |
| 2/2/2026 | FSA Advisors Inc. | 17,156 | $442K | 0.1% | -37.9% | 0.267% | |
| 1/30/2026 | Canandaigua National Bank & Trust Co. | 8,723 | $225K | 0.0% | N/A | 0.136% | |
| 1/30/2026 | Archer Investment Corp | 46,598 | $1.20M | 0.3% | -10.5% | 0.725% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 15,026 | $387K | 0.0% | N/A | 0.234% | |
| 1/23/2026 | Farther Finance Advisors LLC | 16,428 | $423K | 0.0% | +147.9% | 0.255% | |
| 1/23/2026 | Optima Capital LLC | 7,458 | $192K | 0.1% | N/A | 0.116% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 21,516 | $554K | 0.0% | +45.3% | 0.335% | |
| 1/23/2026 | Diligent Investors LLC | 40,000 | $1.03M | 0.3% | N/A | 0.622% | |
| 1/21/2026 | KFG Wealth Management LLC | 96,587 | $2.49M | 0.3% | +20.3% | 1.502% | |
| 1/20/2026 | Sovran Advisors LLC | 24,244 | $625K | 0.1% | N/A | 0.377% | |
| 1/15/2026 | Brookstone Capital Management | 50,187 | $1.29M | 0.0% | +33.0% | 0.781% | |
| 1/14/2026 | Lineweaver Wealth Advisors LLC | 79,702 | $2.05M | 0.3% | +366.3% | 1.240% | |
| 1/13/2026 | CoreCap Advisors LLC | 2,359 | $61K | 0.0% | N/A | 0.037% | |
| 1/13/2026 | FC Advisory LLC | 30,826 | $793K | 0.2% | -35.1% | 0.479% | |
| 1/12/2026 | Central Valley Advisors LLC | 22,820 | $587K | 0.2% | N/A | 0.355% | |
| 1/9/2026 | Marshall Financial Group LLC | 33,602 | $865K | 0.2% | +13.8% | 0.523% | |
| 1/5/2026 | Noble Wealth Management PBC | 1,286 | $33K | 0.0% | -59.9% | 0.020% | |
| 11/20/2025 | Centaurus Financial Inc. | 57,685 | $1.46M | 0.1% | -2.0% | 0.897% | |
| 11/18/2025 | Advisory Services Network LLC | 2,000 | $51K | 0.0% | N/A | 0.031% | |
| 11/17/2025 | Susquehanna International Group LLP | 15,435 | $390K | 0.0% | N/A | 0.240% | |
| 11/17/2025 | Citadel Advisors LLC | 10,350 | $261K | 0.0% | +23.0% | 0.161% | |
| 11/14/2025 | Raymond James Financial Inc. | 155,834 | $3.94M | 0.0% | -11.9% | 2.424% | |
| 11/12/2025 | FSA Advisors Inc. | 27,616 | $698K | 0.6% | -29.5% | 0.429% | |
| 11/12/2025 | Focus Partners Advisor Solutions LLC | 36,962 | $943K | 0.0% | +63.2% | 0.575% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 32,067 | $810K | 0.0% | -53.8% | 0.499% | |
| 11/10/2025 | Cary Street Partners Financial LLC | 217,254 | $5.49M | 0.1% | -4.0% | 3.379% | |
| 11/10/2025 | Clear Creek Financial Management LLC | 14,813 | $374K | 0.0% | N/A | 0.230% | |
| 11/6/2025 | PFG Private Wealth Management LLC | 20,940 | $529K | 0.2% | N/A | 0.326% | |
| 11/5/2025 | Vantage Financial Partners LLC | 17,486 | $442K | 0.1% | -4.1% | 0.272% | |
| 11/3/2025 | AE Wealth Management LLC | 116,029 | $2.93M | 0.0% | -65.3% | 1.804% | |
| 11/3/2025 | Archer Investment Corp | 52,046 | $1.32M | 0.3% | -4.4% | 0.809% | |
| 10/31/2025 | Owen LaRue LLC | 67,781 | $1.71M | 0.7% | -0.8% | 1.054% | |
| 10/28/2025 | Csenge Advisory Group | 46,957 | $1.19M | 0.1% | -57.6% | 0.730% | |
| 10/27/2025 | GWN Securities Inc. | 14,800 | $374K | 0.1% | +4.2% | 0.230% | |
| 10/24/2025 | Sonoma Allocations LLC | 10,776 | $272K | 0.1% | N/A | 0.168% | |
| 10/23/2025 | Evolution Wealth Management Inc. | 6,086 | $154K | 0.2% | -14.2% | 0.095% | |
| 10/15/2025 | Independent Wealth Network Inc. | 63,987 | $1.62M | 0.5% | -1.3% | 0.995% | |
| 10/15/2025 | Brookstone Capital Management | 37,735 | $953K | 0.0% | -5.5% | 0.587% | |
| 10/14/2025 | Farther Finance Advisors LLC | 6,626 | $167K | 0.0% | +958.5% | 0.103% | |
| 10/10/2025 | FC Advisory LLC | 47,499 | $1.20M | 0.4% | -1.0% | 0.739% | |
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| 10/9/2025 | AdvisorNet Financial Inc | 7,753 | $196K | 0.0% | -40.2% | 0.121% | |
| 10/6/2025 | AssuredPartners Investment Advisors LLC | 19,226 | $486K | 0.1% | -17.5% | 0.299% | |
| 9/4/2025 | Osaic Holdings Inc. | 76,986 | $1.89M | 0.0% | -6.2% | 1.197% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 7,092 | $174K | 0.2% | N/A | 0.110% | |
| 8/29/2025 | Centaurus Financial Inc. | 58,877 | $1.45M | 0.1% | -1.8% | 0.916% | |
| 8/15/2025 | MML Investors Services LLC | 50,110 | $1.23M | 0.0% | N/A | 0.779% | |
| 8/14/2025 | Jane Street Group LLC | 42,752 | $1.05M | 0.0% | N/A | 0.665% | |
| 8/14/2025 | Raymond James Financial Inc. | 176,912 | $4.34M | 0.0% | -26.6% | 2.751% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 226,268 | $5.55M | 0.2% | +1,754.7% | 3.519% | |
| 8/12/2025 | Archer Investment Corp | 54,413 | $1.34M | 0.3% | -3.5% | 0.846% | |