| 5/29/2026 | Asset Dedication LLC | 267,433 | $5.66M | 0.4% | +18.8% | 0.590% | |
| 5/27/2026 | Allen Capital Group LLC | 19,677 | $416K | 0.0% | +12.7% | 0.043% | |
| 5/19/2026 | Bank of America Corp DE | 414,450 | $8.77M | 0.0% | +13.0% | 0.915% | |
| 5/18/2026 | Royal Bank of Canada | 383,288 | $8.11M | 0.0% | +94.4% | 0.846% | |
| 5/15/2026 | Waverly Advisors LLC | 18,861 | $399K | 0.0% | +20.9% | 0.042% | |
| 5/14/2026 | Modern Wealth Management LLC | 337,138 | $7.14M | 0.1% | +1.4% | 0.744% | |
| 5/14/2026 | Davis R M Inc. | 55,294 | $1.17M | 0.0% | +44.3% | 0.122% | |
| 5/14/2026 | Lido Advisors LLC | 164,304 | $3.48M | 0.0% | -9.8% | 0.363% | |
| 5/13/2026 | Cetera Investment Advisers | 126,629 | $2.68M | 0.0% | +14.8% | 0.280% | |
| 5/6/2026 | Independent Financial Group LLC | 205,523 | $4.35M | 0.1% | N/A | 0.454% | |
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| 5/5/2026 | Sanctuary Advisors LLC | 154,329 | $3.26M | 0.0% | -1.1% | 0.341% | |
| 5/2/2026 | International Assets Investment Management LLC | 4,421 | $94K | 0.0% | +182.9% | 0.010% | |
| 5/1/2026 | Independence Bank of Kentucky | 57,828 | $1.22M | 0.2% | +24.8% | 0.128% | |
| 4/30/2026 | Kestra Advisory Services LLC | 30,189 | $638K | 0.0% | -14.0% | 0.067% | |
| 4/28/2026 | Ascentis Independent Advisors | 10,870 | $230K | 0.0% | N/A | 0.024% | |
| 4/28/2026 | Stephens Inc. AR | 201,774 | $4.27M | 0.1% | +16.1% | 0.445% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 629,946 | $13.32M | 0.0% | +231.4% | 1.409% | |
| 4/22/2026 | Wilkins Miller Wealth Management LLC | 44,308 | $937K | 0.6% | +7.4% | 0.099% | |
| 4/21/2026 | AA Financial Advisors LLC | 92,540 | $1.96M | 0.3% | -24.5% | 0.207% | |
| 4/21/2026 | Parkway Wealth Management Group LLC | 475,922 | $10.14M | 1.3% | +10.2% | 1.065% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 58,521 | $1.24M | 0.0% | -3.8% | 0.131% | |
| 4/18/2026 | BCS Wealth Management | 432,811 | $9.15M | 1.9% | -50.5% | 0.968% | |
| 4/18/2026 | Nottingham Advisors Inc. | 205,032 | $4.34M | 0.6% | +8.4% | 0.459% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 15,578 | $329K | 0.1% | -4.2% | 0.035% | |
| 4/17/2026 | Novare Capital Management LLC | 108,589 | $2.30M | 0.2% | +3.9% | 0.243% | |
| 4/17/2026 | Clark Asset Management LLC | 423,028 | $8.95M | 0.8% | +20.5% | 0.946% | |
| 2/19/2026 | Invesco Ltd. | 816,163 | $17.52M | 0.0% | +5.7% | 1.936% | |
| 2/18/2026 | Align Financial LLC | 6,696 | $144K | 0.0% | N/A | 0.016% | |
| 2/17/2026 | Cetera Investment Advisers | 110,277 | $2.37M | 0.0% | +58.0% | 0.262% | |
| 2/17/2026 | Equitable Holdings Inc. | 324,740 | $6.97M | 0.0% | +0.2% | 0.770% | |
| 2/17/2026 | Osaic Holdings Inc. | 225,532 | $4.84M | 0.0% | +10.5% | 0.535% | |
| 2/17/2026 | Captrust Financial Advisors | 33,840 | $726K | 0.0% | +35.5% | 0.080% | |
| 2/17/2026 | Royal Bank of Canada | 197,168 | $4.23M | 0.0% | +23.6% | 0.468% | |
| 2/16/2026 | MML Investors Services LLC | 105,515 | $2.26M | 0.0% | +9.2% | 0.250% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 6,878,553 | $147.61M | 1.1% | +5.5% | 16.319% | |
| 2/13/2026 | Quartz Partners LLC | 20,472 | $439K | 0.2% | -10.3% | 0.049% | |
| 2/13/2026 | River Wealth Advisors LLC | 58,116 | $1.25M | 0.1% | +17.2% | 0.138% | |
| 2/13/2026 | Stifel Financial Corp | 33,008 | $708K | 0.0% | +5.3% | 0.078% | |
| 2/13/2026 | Wells Fargo & Company MN | 699,152 | $15.00M | 0.0% | +26.0% | 1.659% | |
| 2/12/2026 | Davis R M Inc. | 38,312 | $822K | 0.0% | +61.1% | 0.091% | |
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| 2/11/2026 | Janney Montgomery Scott LLC | 190,073 | $4.08M | 0.0% | N/A | 0.451% | |
| 2/11/2026 | Motley Fool Wealth Management LLC | 665,256 | $14.28M | 1.1% | +23.1% | 1.578% | |
| 2/11/2026 | LeClair Wealth Partners LLC | 110,978 | $2.38M | 1.4% | N/A | 0.263% | |
| 2/11/2026 | LPL Financial LLC | 1,833,315 | $39.34M | 0.0% | +12.7% | 4.350% | |
| 2/11/2026 | Cookson Peirce & Co. Inc. | 493,185 | $10.58M | 0.4% | +4.1% | 1.170% | |
| 2/11/2026 | First Command Advisory Services Inc. | 12,246 | $263K | 0.0% | +15.1% | 0.029% | |
| 2/10/2026 | Lido Advisors LLC | 182,227 | $3.91M | 0.0% | -4.3% | 0.432% | |
| 2/10/2026 | Dover Advisors LLC | 27,100 | $582K | 0.2% | +2.8% | 0.064% | |
| 2/10/2026 | Ellevest Inc. | 91,222 | $1.96M | 0.3% | +11.7% | 0.216% | |
| 2/10/2026 | Opulen Financial Group LLC | 70,038 | $1.50M | 1.1% | +1.2% | 0.166% | |
| 2/10/2026 | Virtue Asset Management LLC | 119,254 | $2.56M | 2.0% | +12.3% | 0.283% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 215,295 | $4.62M | 0.0% | +1.2% | 0.511% | |
| 2/9/2026 | Redmond Asset Management LLC | 14,954 | $321K | 0.1% | +6.8% | 0.035% | |
| 2/9/2026 | Clearstead Trust LLC | 10,700 | $230K | 0.0% | N/A | 0.025% | |
| 2/9/2026 | Clearstead Advisors LLC | 2,449,217 | $52.56M | 0.7% | +157.8% | 5.811% | |
| 2/9/2026 | Allen Capital Group LLC | 17,467 | $375K | 0.0% | +19.2% | 0.041% | |
| 2/9/2026 | Carroll Advisory Group LLC | 82,793 | $1.78M | 0.8% | N/A | 0.196% | |
| 2/6/2026 | Addison Advisors LLC | 250,270 | $5.37M | 1.2% | +7.9% | 0.594% | |
| 2/5/2026 | Stephens Inc. AR | 173,777 | $3.73M | 0.0% | +15.9% | 0.412% | |
| 2/5/2026 | Novare Capital Management LLC | 104,472 | $2.24M | 0.2% | +2.4% | 0.248% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,563 | $34K | 0.0% | N/A | 0.004% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 23,635 | $507K | 0.0% | N/A | 0.056% | |
| 2/2/2026 | Montag A & Associates Inc. | 4,524 | $97K | 0.0% | +79.2% | 0.011% | |
| 1/30/2026 | Kohmann Bosshard Financial Services LLC | 54,872 | $1.18M | 0.1% | +1.4% | 0.131% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 60,824 | $1.31M | 0.0% | +7.6% | 0.146% | |
| 1/29/2026 | Sanctuary Advisors LLC | 155,986 | $3.35M | 0.0% | +7.7% | 0.375% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 9,842 | $211K | 0.0% | N/A | 0.024% | |
| 1/29/2026 | Golden Reserve Retirement LLC | 21,131 | $453K | 0.1% | N/A | 0.051% | |
| 1/27/2026 | Clark Asset Management LLC | 351,203 | $7.54M | 0.8% | +21.7% | 0.845% | |
| 1/26/2026 | Asset Dedication LLC | 225,063 | $4.83M | 0.3% | +46.9% | 0.542% | |
| 1/26/2026 | Nottingham Advisors Inc. | 189,223 | $4.06M | 0.6% | +13.3% | 0.455% | |
| 1/26/2026 | CWM LLC | 1,577 | $34K | 0.0% | N/A | 0.004% | |
| 1/26/2026 | Farnam Financial LLC | 81,518 | $1.75M | 1.3% | +4.9% | 0.196% | |
| 1/26/2026 | BCS Wealth Management | 874,173 | $18.76M | 1.9% | +102.1% | 2.104% | |
| 1/23/2026 | G2 Capital Management LLC OH | 60,685 | $1.30M | 0.3% | +1.2% | 0.148% | |
| 1/22/2026 | ETF Store Inc. | 12,081 | $259K | 0.3% | +7.8% | 0.029% | |
| 1/21/2026 | Wilkins Miller Wealth Management LLC | 41,248 | $885K | 0.5% | +23.5% | 0.100% | |
| 1/21/2026 | Carolina Wealth Advisors LLC | 4,133 | $89K | 0.0% | -15.9% | 0.010% | |
| 1/20/2026 | Independence Bank of Kentucky | 46,348 | $995K | 0.1% | +3.1% | 0.113% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 16,290 | $350K | 0.0% | N/A | 0.040% | |
| 1/20/2026 | YANKCOM Partnership | 13,792 | $296K | 0.1% | +47.2% | 0.034% | |
| 1/16/2026 | Ledgewood Wealth Advisors LLC | 181,270 | $3.89M | 2.2% | +8.1% | 0.448% | |
| 1/15/2026 | Infinity Wealth Counsel LLC | 122,950 | $2.64M | 2.4% | +226.9% | 0.304% | |
| 1/14/2026 | ORG Partners LLC | 10,942 | $235K | 0.0% | +4.5% | 0.027% | |
| 1/14/2026 | AA Financial Advisors LLC | 122,526 | $2.63M | 0.5% | N/A | 0.303% | |
| 1/13/2026 | Capital Investment Advisors LLC | 11,962 | $257K | 0.0% | +16.3% | 0.030% | |
| 1/13/2026 | Butensky & Cohen Financial Security Inc. | 62,443 | $1.34M | 0.4% | +7.7% | 0.155% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 82,693 | $1.78M | 0.0% | +49.9% | 0.207% | |
| 1/8/2026 | NorthCrest Asset Manangement LLC | 242,690 | $5.22M | 0.1% | -1.7% | 0.608% | |
| 1/1/2026 | JPMorgan Chase & Co. | 186,577 | $4.01M | 0.0% | -36.4% | 0.510% | |
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| 11/20/2025 | Asset Dedication LLC | 153,258 | $3.29M | 0.2% | +19.2% | 0.419% | |
| 11/18/2025 | Advisory Services Network LLC | 4,300 | $92K | 0.0% | N/A | 0.012% | |
| 11/17/2025 | Opulen Financial Group LLC | 69,208 | $1.49M | 1.1% | +31.6% | 0.189% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 56,510 | $1.21M | 0.0% | +4.5% | 0.154% | |
| 11/17/2025 | Sterling Financial Group Inc. | 23,635 | $507K | 0.2% | -29.2% | 0.065% | |
| 11/17/2025 | Susquehanna International Group LLP | 42,509 | $913K | 0.0% | N/A | 0.116% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 212,803 | $4.57M | 0.0% | +7.4% | 0.581% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 9,541 | $205K | 0.0% | N/A | 0.026% | |
| 11/17/2025 | Lido Advisors LLC | 190,374 | $4.09M | 0.0% | +658.5% | 0.520% | |
| 11/17/2025 | Citadel Advisors LLC | 26,497 | $569K | 0.0% | -74.3% | 0.072% | |