| 5/5/2026 | Bank of New York Mellon Corp | 20,170 | $1.46M | 0.0% | -4.7% | 0.621% | |
| 5/5/2026 | Sanctuary Advisors LLC | 7,510 | $545K | 0.0% | +2.2% | 0.231% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 4,075 | $296K | 0.1% | +9.6% | 0.125% | |
| 5/4/2026 | HBW Advisory Services LLC | 9,202 | $668K | 0.1% | +7.3% | 0.283% | |
| 4/30/2026 | Kestra Advisory Services LLC | 10,525 | $764K | 0.0% | -11.3% | 0.324% | |
| 4/27/2026 | Private Advisor Group LLC | 4,735 | $344K | 0.0% | N/A | 0.146% | |
| 4/27/2026 | Sound Income Strategies LLC | 370 | $28K | 0.0% | +82.3% | 0.011% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 22,108 | $1.61M | 0.0% | +14.4% | 0.691% | |
| 4/20/2026 | RFG Advisory LLC | 3,643 | $265K | 0.0% | N/A | 0.114% | |
| 4/16/2026 | Triad Wealth Partners LLC | 7,169 | $520K | 0.0% | -1.8% | 0.224% | |
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| 2/18/2026 | Pacific Excel Wealth Advisors Inc. | 5,743 | $386K | 0.7% | N/A | 0.185% | |
| 2/17/2026 | Cetera Investment Advisers | 119,426 | $8.02M | 0.0% | +8.8% | 3.852% | |
| 2/17/2026 | Osaic Holdings Inc. | 735,436 | $49.40M | 0.1% | -0.7% | 23.724% | |
| 2/16/2026 | Mariner LLC | 3,224 | $217K | 0.0% | N/A | 0.104% | |
| 2/13/2026 | Kestra Advisory Services LLC | 11,870 | $797K | 0.0% | +10.9% | 0.383% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 30,183 | $2.03M | 0.2% | +0.5% | 0.974% | |
| 2/13/2026 | Stifel Financial Corp | 22,584 | $1.52M | 0.0% | +46.8% | 0.729% | |
| 2/13/2026 | Concorde Asset Management LLC | 25,327 | $1.70M | 0.7% | +87.1% | 0.817% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 16,241 | $1.09M | 0.0% | +6.0% | 0.524% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 3,910 | $263K | 0.0% | -21.2% | 0.126% | |
| 2/12/2026 | Barometer Capital Management Inc. | 3,400 | $228K | 0.0% | -24.4% | 0.110% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 18,960 | $1.27M | 0.1% | +11.3% | 0.612% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 19,319 | $1.30M | 0.0% | +9.4% | 0.623% | |
| 2/11/2026 | LPL Financial LLC | 240,113 | $16.13M | 0.0% | +15.4% | 7.746% | |
| 2/9/2026 | Harbour Investments Inc. | 4,457 | $299K | 0.0% | +7.7% | 0.144% | |
| 2/9/2026 | Prospera Financial Services Inc | 24,420 | $1.64M | 0.0% | +4.1% | 0.788% | |
| 2/6/2026 | Global Retirement Partners LLC | 4,010 | $269K | 0.0% | -5.5% | 0.129% | |
| 2/6/2026 | Rathbones Group PLC | 105,313 | $7.07M | 0.0% | -2.1% | 3.397% | |
| 2/6/2026 | IFP Advisors Inc | 23,883 | $1.60M | 0.0% | +6.8% | 0.770% | |
| 2/6/2026 | HighTower Advisors LLC | 30,667 | $2.06M | 0.0% | +30.8% | 0.989% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 3,379 | $227K | 0.0% | +5.7% | 0.109% | |
| 2/5/2026 | Tucker Asset Management LLC | 1,915 | $129K | 0.0% | -9.1% | 0.062% | |
| 2/3/2026 | NewEdge Wealth LLC | 10,985 | $738K | 0.0% | -1.9% | 0.354% | |
| 2/2/2026 | Benjamin Edwards Inc. | 34,952 | $2.35M | 0.0% | +24.2% | 1.127% | |
| 1/29/2026 | D.A. Davidson & CO. | 7,019 | $472K | 0.0% | +5.4% | 0.226% | |
| 1/29/2026 | Sanctuary Advisors LLC | 7,350 | $494K | 0.0% | +6.8% | 0.237% | |
| 1/26/2026 | Iams Wealth Management LLC | 8,612 | $579K | 0.2% | -11.4% | 0.278% | |
| 1/23/2026 | Farther Finance Advisors LLC | 11,766 | $790K | 0.0% | -2.4% | 0.380% | |
| 1/23/2026 | Assetmark Inc. | 86,895 | $5.84M | 0.0% | +2.0% | 2.803% | |
| 1/23/2026 | HBW Advisory Services LLC | 8,573 | $576K | 0.1% | N/A | 0.277% | |
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| 1/22/2026 | Triad Wealth Partners LLC | 7,302 | $491K | 0.0% | N/A | 0.236% | |
| 1/21/2026 | Rathbones Group PLC | 105,313 | $7.07M | 0.0% | -2.1% | 3.397% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 92,146 | $6.32M | 0.0% | -0.9% | 2.972% | |
| 1/7/2026 | Holistic Financial Partners | 67,471 | $4.53M | 1.6% | +0.7% | 2.176% | |
| 1/5/2026 | Park Avenue Securities LLC | 13,036 | $876K | 0.0% | -3.2% | 0.421% | |
| 12/2/2025 | IFP Advisors Inc | 22,361 | $1.46M | 0.0% | -0.9% | 0.733% | |
| 11/17/2025 | Bank of America Corp DE | 5,359 | $349K | 0.0% | -48.8% | 0.176% | |
| 11/14/2025 | Raymond James Financial Inc. | 42,468 | $2.77M | 0.0% | +5.7% | 1.392% | |
| 11/13/2025 | Barometer Capital Management Inc. | 4,500 | $293K | 0.1% | N/A | 0.148% | |
| 11/13/2025 | PFG Advisors | 3,141 | $205K | 0.0% | -33.3% | 0.103% | |
| 11/13/2025 | Rathbones Group PLC | 107,582 | $7.01M | 0.0% | +28.8% | 3.527% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 15,319 | $998K | 0.0% | -1.9% | 0.502% | |
| 11/12/2025 | US Bancorp DE | 8,835 | $576K | 0.0% | +68.0% | 0.290% | |
| 11/10/2025 | Rossby Financial LCC | 755 | $49K | 0.0% | +32.7% | 0.025% | |
| 11/7/2025 | Holistic Financial Partners | 66,980 | $4.37M | 1.8% | +2.2% | 2.196% | |
| 11/7/2025 | HighTower Advisors LLC | 23,452 | $1.53M | 0.0% | -2.6% | 0.769% | |
| 11/6/2025 | Assetmark Inc. | 85,164 | $5.55M | 0.0% | +1.0% | 2.792% | |
| 11/6/2025 | BlueChip Wealth Advisors LLC | 3,717 | $242K | 0.1% | +7.2% | 0.122% | |
| 11/6/2025 | Prospera Financial Services Inc | 23,468 | $1.53M | 0.0% | +6.0% | 0.769% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 210,054 | $13.69M | 0.0% | +0.6% | 6.887% | |
| 11/3/2025 | AE Wealth Management LLC | 20,911 | $1.36M | 0.0% | -4.7% | 0.686% | |
| 11/3/2025 | American Institute for Advanced Investment Management LLP | 11,850 | $772K | 0.5% | +2.2% | 0.389% | |
| 10/31/2025 | FSB Premier Wealth Management Inc. | 3,956 | $258K | 0.1% | -4.2% | 0.130% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 3,197 | $208K | 0.0% | -26.0% | 0.105% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 92,937 | $6.07M | 0.0% | +5.0% | 3.047% | |
| 10/23/2025 | Benjamin Edwards Inc. | 28,144 | $1.84M | 0.0% | +14.8% | 0.923% | |
| 10/23/2025 | Park Avenue Securities LLC | 13,471 | $878K | 0.0% | +2.9% | 0.442% | |
| 10/22/2025 | Cottonwood Capital Advisors LLC | 8,282 | $540K | 0.4% | +2.3% | 0.272% | |
| 10/22/2025 | D.A. Davidson & CO. | 6,661 | $434K | 0.0% | +2.5% | 0.218% | |
| 10/15/2025 | Iams Wealth Management LLC | 9,723 | $634K | 0.3% | -6.9% | 0.319% | |
| 10/14/2025 | Farther Finance Advisors LLC | 12,055 | $786K | 0.0% | -2.6% | 0.395% | |
| 9/4/2025 | Osaic Holdings Inc. | 20,141 | $1.19M | 0.0% | +14.7% | 0.671% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 15,622 | $933K | 0.0% | -2.6% | 0.521% | |
| 8/20/2025 | Coppell Advisory Solutions LLC | 29,068 | $1.75M | 0.2% | +4.2% | 0.969% | |
| 8/15/2025 | FSB Premier Wealth Management Inc. | 4,130 | $247K | 0.1% | +8.8% | 0.138% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 15,622 | $933K | 0.0% | -2.6% | 0.521% | |
| 8/15/2025 | MML Investors Services LLC | 9,253 | $553K | 0.0% | -10.1% | 0.308% | |
| 8/15/2025 | Benjamin Edwards Inc. | 24,516 | $1.46M | 0.0% | +19.8% | 0.817% | |
| 8/15/2025 | Bank of America Corp DE | 10,473 | $625K | 0.0% | -22.6% | 0.349% | |
| 8/14/2025 | Jane Street Group LLC | 13,171 | $787K | 0.0% | +95.1% | 0.439% | |
| 8/14/2025 | Raymond James Financial Inc. | 40,196 | $2.40M | 0.0% | +1.8% | 1.340% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 16,645 | $994K | 0.2% | -6.0% | 0.555% | |
| 8/13/2025 | CW Advisors LLC | 723,322 | $43.20M | 0.4% | +0.7% | 24.111% | |
| 8/12/2025 | Global Retirement Partners LLC | 4,166 | $249K | 0.0% | N/A | 0.139% | |
| 8/8/2025 | Cetera Investment Advisers | 89,722 | $5.36M | 0.0% | +25.7% | 2.991% | |
| 8/8/2025 | Good Life Advisors LLC | 24,364 | $1.46M | 0.1% | -15.5% | 0.812% | |
| 8/7/2025 | PFG Advisors | 4,710 | $281K | 0.0% | -35.5% | 0.157% | |
| 8/7/2025 | Rathbones Group PLC | 83,523 | $4.99M | 0.0% | +13.3% | 2.784% | |
| 8/6/2025 | AE Wealth Management LLC | 21,953 | $1.31M | 0.0% | -20.7% | 0.732% | |
| 8/5/2025 | Holistic Financial Partners | 65,508 | $3.91M | 1.7% | +4.9% | 2.184% | |
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| 8/5/2025 | American Institute for Advanced Investment Management LLP | 11,600 | $693K | 0.5% | -14.7% | 0.387% | |
| 8/4/2025 | Atria Investments Inc | 18,020 | $1.08M | 0.0% | +5.2% | 0.601% | |
| 8/4/2025 | Assetmark Inc. | 84,356 | $5.04M | 0.0% | +21.8% | 2.812% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 208,748 | $12.47M | 0.0% | +5.9% | 6.958% | |
| 7/31/2025 | Moser Wealth Advisors LLC | 1,180 | $70K | 0.0% | N/A | 0.039% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 3,468 | $207K | 0.1% | N/A | 0.116% | |
| 7/30/2025 | D.A. Davidson & CO. | 6,501 | $388K | 0.0% | -3.1% | 0.217% | |
| 7/28/2025 | Harbour Investments Inc. | 3,946 | $236K | 0.0% | +11.5% | 0.132% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,319 | $258K | 0.0% | -70.6% | 0.144% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 15,503 | $926K | 0.0% | +4.3% | 0.517% | |