| 5/15/2026 | Gateway Wealth Partners LLC | 8,576 | $442K | 0.0% | +111.4% | 0.330% | |
| 5/13/2026 | Cetera Investment Advisers | 133,934 | $6.90M | 0.0% | -9.3% | 5.151% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 89,768 | $4.62M | 0.1% | -1.1% | 3.453% | |
| 5/4/2026 | Archer Investment Corp | 50,967 | $2.63M | 0.6% | -44.4% | 1.960% | |
| 4/30/2026 | Kestra Advisory Services LLC | 11,704 | $603K | 0.0% | -27.1% | 0.450% | |
| 4/22/2026 | Merkkuri Wealth Advisors LLC | 35,391 | $1.82M | 1.2% | +2.6% | 1.311% | |
| 4/17/2026 | Summit Wealth Partners LLC | 5,418 | $279K | 0.0% | -10.1% | 0.201% | |
| 4/16/2026 | Triad Wealth Partners LLC | 4,091 | $211K | 0.0% | -19.5% | 0.152% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 920 | $54K | 0.0% | +450.9% | 0.032% | |
| 2/18/2026 | OLD Mission Capital LLC | 118,992 | $6.94M | 0.2% | +977.1% | 4.175% | |
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| 2/18/2026 | IHT Wealth Management LLC | 7,850 | $458K | 0.0% | -19.5% | 0.275% | |
| 2/17/2026 | Cetera Investment Advisers | 147,685 | $8.61M | 0.0% | -1.7% | 5.182% | |
| 2/17/2026 | Equitable Holdings Inc. | 27,886 | $1.63M | 0.0% | +22.8% | 0.978% | |
| 2/17/2026 | Osaic Holdings Inc. | 20,816 | $1.22M | 0.0% | -10.1% | 0.730% | |
| 2/16/2026 | Arax Advisory Partners | 884 | $52K | 0.0% | N/A | 0.031% | |
| 2/13/2026 | Kestra Advisory Services LLC | 16,049 | $936K | 0.0% | -91.1% | 0.563% | |
| 2/13/2026 | Stifel Financial Corp | 24,091 | $1.41M | 0.0% | +21.3% | 0.845% | |
| 2/13/2026 | Summit Financial LLC | 7,646 | $446K | 0.0% | +3.6% | 0.268% | |
| 2/12/2026 | Jane Street Group LLC | 34,192 | $1.99M | 0.0% | -42.3% | 1.200% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 11,719 | $683K | 0.0% | -38.5% | 0.411% | |
| 2/12/2026 | StoneX Group Inc. | 111,654 | $6.54M | 0.3% | -4.8% | 3.918% | |
| 2/12/2026 | Wagner Wealth Management Corp | 3,819 | $223K | 0.2% | N/A | 0.134% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 4,057 | $237K | 0.0% | N/A | 0.142% | |
| 2/11/2026 | LPL Financial LLC | 137,589 | $8.02M | 0.0% | -21.3% | 4.828% | |
| 2/10/2026 | Hazlett Burt & Watson Inc. | 1,374 | $80K | 0.0% | +75.3% | 0.048% | |
| 2/10/2026 | Moors & Cabot Inc. | 12,396 | $723K | 0.0% | +1.4% | 0.435% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 3,715 | $217K | 0.0% | -23.8% | 0.128% | |
| 2/5/2026 | Western Wealth Management LLC | 3,482 | $203K | 0.0% | N/A | 0.120% | |
| 1/30/2026 | Archer Investment Corp | 91,592 | $5.34M | 1.2% | -36.6% | 3.158% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 31,092 | $1.81M | 0.0% | -8.0% | 1.072% | |
| 1/29/2026 | Merkkuri Wealth Advisors LLC | 34,495 | $2.01M | 1.4% | +1.2% | 1.189% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 90,771 | $5.29M | 0.1% | -32.2% | 3.130% | |
| 1/27/2026 | Prasad Wealth Partners LLC | 11,532 | $673K | 0.2% | -22.6% | 0.398% | |
| 1/27/2026 | Summit Wealth Partners LLC | 6,026 | $351K | 0.1% | -7.6% | 0.208% | |
| 1/26/2026 | Merit Financial Group LLC | 4,633 | $270K | 0.0% | -68.6% | 0.160% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 19,034 | $1.11M | 0.1% | +1.5% | 0.656% | |
| 1/22/2026 | Triad Wealth Partners LLC | 5,079 | $296K | 0.0% | N/A | 0.175% | |
| 1/22/2026 | Trilogy Capital Inc. | 4,489 | $262K | 0.0% | -36.2% | 0.155% | |
| 1/21/2026 | Sound Income Strategies LLC | 553 | $32K | 0.0% | N/A | 0.019% | |
| 1/14/2026 | Chesley Taft & Associates LLC | 7,700 | $449K | 0.0% | +35.1% | 0.261% | |
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| 1/14/2026 | Crumly & Associates Inc. | 190,433 | $11.11M | 2.3% | +3.2% | 6.455% | |
| 1/7/2026 | Private Client Services LLC | 28,088 | $1.64M | 0.5% | -13.5% | 0.936% | |
| 11/17/2025 | Harvest Investment Services LLC | 5,377 | $306K | 0.1% | -14.0% | 0.168% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 33,792 | $1.92M | 0.0% | +4.8% | 1.056% | |
| 11/17/2025 | Susquehanna International Group LLP | 39,978 | $2.28M | 0.0% | +156.3% | 1.249% | |
| 11/17/2025 | Moors & Cabot Inc. | 12,224 | $696K | 0.0% | +3.4% | 0.382% | |
| 11/17/2025 | Flow Traders U.S. LLC | 33,104 | $1.88M | 0.1% | N/A | 1.035% | |
| 11/17/2025 | Citadel Advisors LLC | 6,690 | $381K | 0.0% | -47.3% | 0.209% | |
| 11/17/2025 | Ameriprise Financial Inc. | 18,161 | $1.03M | 0.0% | N/A | 0.568% | |
| 11/14/2025 | Raymond James Financial Inc. | 38,548 | $2.19M | 0.0% | -70.3% | 1.205% | |
| 11/14/2025 | Equitable Holdings Inc. | 22,714 | $1.29M | 0.0% | +40.9% | 0.710% | |
| 11/10/2025 | Ameritas Investment Partners Inc. | 17,502 | $996K | 0.0% | +26.0% | 0.547% | |
| 11/7/2025 | Merit Financial Group LLC | 14,755 | $840K | 0.0% | -42.5% | 0.461% | |
| 11/5/2025 | Prasad Wealth Partners LLC | 14,907 | $849K | 0.2% | -34.1% | 0.466% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 25,220 | $1.44M | 0.0% | -3.1% | 0.788% | |
| 11/4/2025 | Cornerstone Wealth Management LLC | 4,873 | $277K | 0.0% | -13.0% | 0.152% | |
| 11/3/2025 | Archer Investment Corp | 144,516 | $8.23M | 1.9% | +0.7% | 4.516% | |
| 11/3/2025 | Crumly & Associates Inc. | 184,439 | $10.50M | 2.3% | +5.2% | 5.764% | |
| 11/3/2025 | Belpointe Asset Management LLC | 3,535 | $201K | 0.0% | -47.6% | 0.110% | |
| 10/29/2025 | Merkkuri Wealth Advisors LLC | 34,074 | $1.94M | 1.4% | +5.1% | 1.065% | |
| 10/24/2025 | Trilogy Capital Inc. | 7,040 | $401K | 0.0% | -16.8% | 0.213% | |
| 10/24/2025 | Purus Wealth Management LLC | 37,444 | $2.13M | 0.7% | +0.6% | 1.135% | |
| 10/22/2025 | Cottonwood Capital Advisors LLC | 15,325 | $872K | 0.6% | -2.6% | 0.464% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 133,901 | $7.62M | 0.2% | +8.2% | 4.058% | |
| 10/20/2025 | Merit Financial Group LLC | 14,755 | $840K | 0.0% | -42.5% | 0.447% | |
| 10/14/2025 | Private Client Services LLC | 32,476 | $1.85M | 0.6% | +28.9% | 0.984% | |
| 9/4/2025 | Osaic Holdings Inc. | 23,146 | $1.39M | 0.0% | +24.5% | 0.652% | |
| 8/20/2025 | Coppell Advisory Solutions LLC | 10,009 | $603K | 0.1% | +179.6% | 0.282% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 123,747 | $7.42M | 0.2% | +190.8% | 3.486% | |
| 8/14/2025 | Jane Street Group LLC | 73,205 | $4.39M | 0.0% | +348.1% | 2.062% | |
| 8/14/2025 | Raymond James Financial Inc. | 129,626 | $7.77M | 0.0% | -10.6% | 3.651% | |
| 8/14/2025 | NewEdge Advisors LLC | 2,627 | $158K | 0.0% | +15.3% | 0.074% | |
| 8/13/2025 | StoneX Group Inc. | 116,047 | $6.96M | 0.3% | -13.3% | 3.269% | |
| 8/12/2025 | Ameritas Investment Partners Inc. | 13,887 | $833K | 0.0% | +5.3% | 0.391% | |
| 8/12/2025 | Archer Investment Corp | 143,475 | $8.60M | 2.1% | +4.4% | 4.042% | |
| 8/8/2025 | Cetera Investment Advisers | 103,517 | $6.21M | 0.0% | +27.3% | 2.916% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 13,182 | $735K | 0.6% | +8.0% | 0.371% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 6,650 | $399K | 0.0% | N/A | 0.187% | |
| 8/5/2025 | Castlekeep Investment Advisors LLC | 12,495 | $749K | 0.4% | -3.4% | 0.352% | |
| 8/4/2025 | Tradewinds LLC. | 32,434 | $1.95M | 1.5% | N/A | 0.914% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 26,031 | $1.56M | 0.0% | +83.2% | 0.733% | |
| 7/29/2025 | Cottonwood Capital Advisors LLC | 15,740 | $944K | 0.6% | -2.2% | 0.443% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 8,464 | $508K | 0.0% | -44.6% | 0.238% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 18,846 | $1.13M | 0.1% | -12.2% | 0.531% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 22,614 | $1.36M | 0.4% | -85.0% | 0.637% | |
| 7/22/2025 | Belpointe Asset Management LLC | 6,745 | $404K | 0.0% | -9.8% | 0.190% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,153 | $69K | 0.0% | N/A | 0.032% | |
| 7/2/2025 | Crumly & Associates Inc. | 175,327 | $10.51M | 2.6% | +3.9% | 4.383% | |
| 7/1/2025 | Private Client Services LLC | 25,194 | $1.51M | 0.6% | +7.8% | 0.630% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 42,559 | $2.37M | 0.1% | +10.0% | 1.064% | |
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| 5/20/2025 | Belpointe Asset Management LLC | 7,480 | $417K | 0.0% | -3.0% | 0.187% | |
| 5/19/2025 | Jane Street Group LLC | 16,335 | $911K | 0.0% | -88.6% | 0.408% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 3,580 | $207K | 0.0% | +281.7% | 0.090% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,279 | $127K | 0.0% | N/A | 0.057% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 12,624 | $704K | 0.0% | -69.7% | 0.316% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 4,117 | $230K | 0.0% | -18.1% | 0.103% | |
| 5/14/2025 | Kestra Advisory Services LLC | 186,143 | $10.38M | 0.0% | +7.5% | 4.654% | |
| 5/14/2025 | Purus Wealth Management LLC | 37,350 | $2.08M | 0.9% | -0.8% | 0.934% | |
| 5/14/2025 | Flow Traders U.S. LLC | 46,432 | $2.59M | 0.1% | -27.6% | 1.161% | |
| 5/13/2025 | Raymond James Financial Inc. | 144,968 | $8.08M | 0.0% | -13.1% | 3.624% | |
