| 5/4/2026 | Archer Investment Corp | 34,743 | $882K | 0.2% | -18.4% | 0.601% | |
| 5/1/2026 | Sovran Advisors LLC | 7,837 | $202K | 0.0% | N/A | 0.136% | |
| 4/30/2026 | Kestra Advisory Services LLC | 114,787 | $2.91M | 0.0% | +23.1% | 1.986% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 16,737 | $425K | 0.3% | +15.3% | 0.290% | |
| 4/23/2026 | Continuum Advisory LLC | 15,292 | $388K | 0.0% | -4.2% | 0.265% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 13,707 | $352K | 0.0% | N/A | 0.237% | |
| 4/21/2026 | KFG Wealth Management LLC | 24,646 | $626K | 0.1% | +46.8% | 0.426% | |
| 4/17/2026 | Summit Wealth Partners LLC | 37,726 | $958K | 0.2% | N/A | 0.653% | |
| 4/17/2026 | Five Pine Wealth Management | 16,107 | $409K | 0.3% | N/A | 0.279% | |
| 3/4/2026 | SHP Wealth Management | 1,043 | $26K | 0.0% | N/A | 0.018% | |
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| 2/18/2026 | Prostatis Group LLC | 51,345 | $1.30M | 0.3% | -43.0% | 0.888% | |
| 2/18/2026 | OLD Mission Capital LLC | 29,619 | $752K | 0.0% | -20.5% | 0.512% | |
| 2/17/2026 | Cetera Investment Advisers | 58,374 | $1.48M | 0.0% | +15.5% | 1.010% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 10,701 | $272K | 0.0% | -3.8% | 0.185% | |
| 2/16/2026 | Barclays PLC | 4,536 | $115K | 0.0% | -43.6% | 0.078% | |
| 2/13/2026 | Kestra Advisory Services LLC | 93,247 | $2.37M | 0.0% | -8.9% | 1.613% | |
| 2/12/2026 | Triumph Capital Management | 1,818 | $46K | 0.0% | -65.1% | 0.031% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 136,257 | $3.46M | 0.0% | -2.8% | 2.357% | |
| 2/11/2026 | Fortune Financial Group Inc. | 14,390 | $399K | 0.4% | N/A | 0.249% | |
| 2/11/2026 | Atlantic Private Wealth LLC | 28,029 | $711K | 0.5% | -6.3% | 0.485% | |
| 2/11/2026 | Continuum Advisory LLC | 15,961 | $405K | 0.0% | -14.0% | 0.276% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 39,366 | $999K | 0.0% | -9.5% | 0.681% | |
| 2/9/2026 | Integrity Advisory Solutions LLC | 62,297 | $1.58M | 0.2% | -11.4% | 1.078% | |
| 2/9/2026 | Harbour Investments Inc. | 119,765 | $3.04M | 0.1% | -13.1% | 2.072% | |
| 2/5/2026 | Crosspoint Financial LLC | 11,441 | $290K | 0.7% | -12.8% | 0.198% | |
| 2/4/2026 | Summit Wealth Group LLC Co. | 13,933 | $354K | 0.0% | N/A | 0.241% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 41,771 | $1.06M | 0.0% | -58.1% | 0.723% | |
| 2/4/2026 | Trek Financial LLC | 319,993 | $8.12M | 0.5% | -1.4% | 5.536% | |
| 2/4/2026 | Peak Wealth Management LLC | 60,330 | $1.53M | 1.3% | N/A | 1.044% | |
| 2/2/2026 | FSA Advisors Inc. | 8,698 | $221K | 0.0% | -10.0% | 0.150% | |
| 1/30/2026 | Canandaigua National Bank & Trust Co. | 41,142 | $1.04M | 0.1% | -1.0% | 0.712% | |
| 1/30/2026 | Archer Investment Corp | 42,586 | $1.08M | 0.2% | -20.1% | 0.737% | |
| 1/29/2026 | Ashton Thomas Private Wealth LLC | 58,439 | $1.48M | 0.0% | -1.5% | 1.011% | |
| 1/21/2026 | KFG Wealth Management LLC | 16,794 | $426K | 0.1% | -10.8% | 0.291% | |
| 1/21/2026 | NovaPoint Capital LLC | 161,245 | $4.09M | 1.1% | -4.6% | 2.790% | |
| 1/15/2026 | Brookstone Capital Management | 32,717 | $830K | 0.0% | -12.7% | 0.566% | |
| 1/13/2026 | Adamsbrown Wealth Consultants LLC | 10,665 | $271K | 0.1% | N/A | 0.185% | |
| 1/1/2026 | JPMorgan Chase & Co. | 3,966 | $99K | 0.0% | N/A | 0.069% | |
| 12/23/2025 | Triumph Capital Management | 5,209 | $130K | 0.0% | N/A | 0.090% | |
| 11/17/2025 | Triumph Capital Management | 5,209 | $130K | 0.0% | N/A | 0.090% | |
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| 11/17/2025 | Susquehanna International Group LLP | 9,682 | $242K | 0.0% | -83.5% | 0.168% | |
| 11/17/2025 | Citadel Advisors LLC | 15,406 | $385K | 0.0% | +8.9% | 0.267% | |
| 11/17/2025 | Brass Tax Wealth Management Inc. | 12,260 | $306K | 0.1% | -14.5% | 0.212% | |
| 11/14/2025 | Raymond James Financial Inc. | 103,427 | $2.58M | 0.0% | -27.1% | 1.789% | |
| 11/12/2025 | Integrity Advisory Solutions LLC | 70,342 | $1.76M | 0.3% | N/A | 1.217% | |
| 11/12/2025 | FSA Advisors Inc. | 9,666 | $241K | 0.2% | -18.2% | 0.167% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 43,500 | $1.09M | 0.0% | +2.4% | 0.753% | |
| 11/10/2025 | Clear Creek Financial Management LLC | 17,704 | $442K | 0.0% | -8.7% | 0.306% | |
| 11/7/2025 | Axxcess Wealth Management LLC | 20,915 | $522K | 0.0% | N/A | 0.362% | |
| 11/7/2025 | JPMorgan Chase & Co. | 3,966 | $99K | 0.0% | N/A | 0.069% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 99,771 | $2.49M | 0.2% | N/A | 1.726% | |
| 11/4/2025 | Ashton Thomas Private Wealth LLC | 59,349 | $1.48M | 0.0% | -2.3% | 1.027% | |
| 11/4/2025 | Prostatis Group LLC | 90,023 | $2.25M | 0.6% | -15.3% | 1.557% | |
| 11/3/2025 | AE Wealth Management LLC | 113,452 | $2.83M | 0.0% | -31.6% | 1.963% | |
| 11/3/2025 | Archer Investment Corp | 53,269 | $1.33M | 0.3% | -4.5% | 0.922% | |
| 10/31/2025 | Trek Financial LLC | 324,408 | $8.10M | 0.5% | -3.0% | 5.613% | |
| 10/27/2025 | Optima Capital LLC | 36,665 | $915K | 0.4% | -8.9% | 0.634% | |
| 10/23/2025 | Strategic Blueprint LLC | 14,717 | $367K | 0.0% | -63.1% | 0.255% | |
| 10/21/2025 | Summit Wealth Partners LLC | 12,272 | $306K | 0.1% | -48.5% | 0.212% | |
| 10/20/2025 | Chris Bulman Inc | 26,876 | $671K | 0.3% | -23.3% | 0.465% | |
| 10/17/2025 | NovaPoint Capital LLC | 169,053 | $4.22M | 1.0% | -8.5% | 2.925% | |
| 10/16/2025 | HBW Advisory Services LLC | 48,258 | $1.21M | 0.1% | -31.9% | 0.835% | |
| 10/15/2025 | Brookstone Capital Management | 37,463 | $935K | 0.0% | -12.0% | 0.648% | |
| 10/14/2025 | Farther Finance Advisors LLC | 11,656 | $291K | 0.0% | +1,015.4% | 0.202% | |
| 9/4/2025 | Osaic Holdings Inc. | 21,424 | $522K | 0.0% | +25.4% | 0.371% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 14,519 | $354K | 0.4% | N/A | 0.251% | |
| 8/15/2025 | MML Investors Services LLC | 68,268 | $1.66M | 0.0% | +73.4% | 1.181% | |
| 8/14/2025 | Raymond James Financial Inc. | 141,881 | $3.46M | 0.0% | +37.5% | 2.455% | |
| 8/13/2025 | Trek Financial LLC | 334,516 | $8.16M | 0.5% | -1.0% | 5.787% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 4,671 | $114K | 0.0% | +1,020.1% | 0.081% | |
| 8/12/2025 | Reliant Wealth Planning | 39,381 | $960K | 0.4% | N/A | 0.681% | |
| 8/12/2025 | Archer Investment Corp | 55,793 | $1.36M | 0.3% | -52.7% | 0.965% | |
| 8/8/2025 | Cetera Investment Advisers | 58,571 | $1.43M | 0.0% | +18.7% | 1.013% | |
| 8/6/2025 | AE Wealth Management LLC | 165,967 | $4.05M | 0.0% | -25.3% | 2.871% | |
| 8/1/2025 | FSA Advisors Inc. | 11,819 | $288K | 0.2% | N/A | 0.204% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 98,759 | $2.41M | 0.0% | -2.3% | 1.709% | |
| 7/30/2025 | Strategic Blueprint LLC | 39,863 | $972K | 0.0% | +45.3% | 0.690% | |
| 7/30/2025 | Brookstone Capital Management | 42,574 | $1.04M | 0.0% | +39.0% | 0.737% | |
| 7/30/2025 | IMG Wealth Management Inc. | 24,260 | $591K | 0.5% | +2.8% | 0.420% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 9,094 | $223K | 0.0% | -41.8% | 0.157% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 13,220 | $322K | 0.1% | N/A | 0.229% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 11,396 | $278K | 0.0% | N/A | 0.197% | |
| 7/28/2025 | Harbour Investments Inc. | 138,582 | $3.38M | 0.1% | +27.5% | 2.398% | |
| 7/28/2025 | Cypress Wealth Services LLC | 13,574 | $331K | 0.1% | N/A | 0.235% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 14,924 | $364K | 0.0% | N/A | 0.258% | |
| 7/25/2025 | Prostatis Group LLC | 106,258 | $2.59M | 0.7% | +872.0% | 1.838% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 19,401 | $473K | 0.0% | N/A | 0.336% | |
| 7/22/2025 | DAVENPORT & Co LLC | 17,734 | $432K | 0.0% | N/A | 0.307% | |
| 7/17/2025 | Alpine Bank Wealth Management | 18,750 | $457K | 0.1% | N/A | 0.324% | |
| 7/16/2025 | NovaPoint Capital LLC | 184,796 | $4.51M | 1.4% | +0.4% | 3.197% | |
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| 7/15/2025 | Optima Capital LLC | 40,258 | $982K | 0.5% | -10.9% | 0.697% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,088 | $51K | 0.0% | N/A | 0.036% | |
| 7/14/2025 | Chris Bulman Inc | 35,043 | $854K | 0.5% | +53.9% | 0.606% | |
| 7/14/2025 | KFG Wealth Management LLC | 18,837 | $459K | 0.1% | +6.1% | 0.326% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,045 | $25K | 0.0% | N/A | 0.018% | |
| 7/9/2025 | Central Valley Advisors LLC | 19,892 | $485K | 0.2% | N/A | 0.344% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 41,543 | $1.01M | 0.1% | +33.9% | 0.719% | |
| 7/2/2025 | HBW Advisory Services LLC | 70,902 | $1.73M | 0.2% | N/A | 1.227% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 4,190 | $102K | 0.0% | N/A | 0.072% | |
| 6/13/2025 | Optima Capital LLC | 45,201 | $1.07M | 0.7% | N/A | 0.782% | |