| 4/30/2026 | Equitable Trust Co. | 3,600 | $351K | 0.0% | N/A | 0.200% | |
| 4/30/2026 | Kestra Advisory Services LLC | 3,021 | $295K | 0.0% | -3.4% | 0.168% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 29,036 | $2.84M | 0.0% | -4.2% | 1.613% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 2,550 | $249K | 0.0% | -37.8% | 0.142% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,124 | $112K | 0.0% | -93.4% | 0.056% | |
| 2/17/2026 | Cetera Investment Advisers | 3,369 | $335K | 0.0% | -6.9% | 0.168% | |
| 2/17/2026 | Osaic Holdings Inc. | 1,893 | $188K | 0.0% | -24.3% | 0.095% | |
| 2/17/2026 | Regal Investment Advisors LLC | 8,205 | $815K | 0.0% | +6.9% | 0.410% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 17,341 | $1.72M | 0.0% | +3,597.4% | 0.867% | |
| 2/17/2026 | &PARTNERS | 4,469 | $444K | 0.0% | N/A | 0.223% | |
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| 2/17/2026 | Royal Bank of Canada | 72,793 | $7.23M | 0.0% | +28.5% | 3.640% | |
| 2/13/2026 | Marshall Wace LLP | 4,365 | $434K | 0.0% | N/A | 0.218% | |
| 2/13/2026 | Arkadios Wealth Advisors | 33,945 | $3.37M | 0.1% | N/A | 1.697% | |
| 2/13/2026 | Wells Fargo & Company MN | 105,505 | $10.48M | 0.0% | -78.8% | 5.275% | |
| 2/13/2026 | Summit Financial LLC | 85,837 | $8.53M | 0.1% | +1.7% | 4.292% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 19,688 | $1.96M | 0.0% | -8.0% | 0.984% | |
| 2/12/2026 | Providence Capital Advisors LLC | 249 | $25K | 0.0% | N/A | 0.012% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 30,324 | $3.01M | 0.0% | -18.6% | 1.516% | |
| 2/11/2026 | Paragon Private Wealth Management LLC | 12,283 | $1.22M | 0.4% | -1.6% | 0.614% | |
| 2/11/2026 | LPL Financial LLC | 53,438 | $5.31M | 0.0% | -43.2% | 2.672% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 153,263 | $15.23M | 0.0% | +434.0% | 7.663% | |
| 2/10/2026 | Kesler Norman & Wride LLC | 14,604 | $1.45M | 0.2% | -7.9% | 0.730% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 269 | $27K | 0.0% | N/A | 0.013% | |
| 2/6/2026 | Harmony Asset Management LLC | 3,206 | $319K | 0.1% | -18.0% | 0.160% | |
| 2/5/2026 | Proactive Wealth Strategies LLC | 23,740 | $2.36M | 0.9% | -0.5% | 1.187% | |
| 2/2/2026 | Truist Financial Corp | 93,256 | $9.27M | 0.0% | +2.5% | 4.663% | |
| 2/2/2026 | Benjamin Edwards Inc. | 39,214 | $3.90M | 0.0% | -64.0% | 2.011% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 4,100 | $407K | 0.0% | -4.5% | 0.205% | |
| 1/29/2026 | UBS Group AG | 50,418 | $5.01M | 0.0% | -34.0% | 2.521% | |
| 1/27/2026 | Earned Wealth Advisors LLC | 179,738 | $17.86M | 1.3% | N/A | 8.987% | |
| 1/26/2026 | CWM LLC | 253 | $25K | 0.0% | -99.2% | 0.013% | |
| 1/21/2026 | Sound Income Strategies LLC | 4,618 | $464K | 0.0% | N/A | 0.231% | |
| 1/13/2026 | BostonPremier Wealth LLC | 22,145 | $2.20M | 1.1% | -5.0% | 1.030% | |
| 1/1/2026 | JPMorgan Chase & Co. | 2,300 | $228K | 0.0% | N/A | 0.021% | |
| 11/18/2025 | Advisory Services Network LLC | 177,271 | $17.54M | 0.3% | -0.2% | 1.604% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 4,295 | $425K | 0.0% | -4.4% | 0.039% | |
| 11/17/2025 | Susquehanna International Group LLP | 21,445 | $2.12M | 0.0% | -55.9% | 0.194% | |
| 11/17/2025 | Bank of America Corp DE | 59,782 | $5.91M | 0.0% | -7.5% | 0.541% | |
| 11/14/2025 | Raymond James Financial Inc. | 249,549 | $24.69M | 0.0% | -1.3% | 2.258% | |
| 11/14/2025 | Two Sigma Investments LP | 8,000 | $791K | 0.0% | N/A | 0.072% | |
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| 11/14/2025 | WCG Wealth Advisors LLC | 57,456 | $5.68M | 0.4% | -8.7% | 0.520% | |
| 11/14/2025 | Regal Investment Advisors LLC | 7,675 | $759K | 0.0% | N/A | 0.069% | |
| 11/13/2025 | UBS Group AG | 76,379 | $7.56M | 0.0% | +1.0% | 0.691% | |
| 11/13/2025 | Private Advisor Group LLC | 7,542 | $746K | 0.0% | +82.1% | 0.068% | |
| 11/13/2025 | First Trust Advisors LP | 7,199,549 | $712.27M | 0.5% | -2.9% | 65.154% | |
| 11/12/2025 | Claro Advisors LLC | 2,231 | $221K | 0.0% | -6.5% | 0.020% | |
| 11/10/2025 | Kovack Advisors Inc. | 2,976 | $294K | 0.0% | +11.0% | 0.027% | |
| 11/7/2025 | JPMorgan Chase & Co. | 2,300 | $228K | 0.0% | N/A | 0.021% | |
| 11/5/2025 | Harmony Asset Management LLC | 3,908 | $387K | 0.1% | -26.2% | 0.035% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 18,693 | $1.85M | 0.0% | +34.7% | 0.169% | |
| 11/4/2025 | Jones Financial Companies Lllp | 1,795 | $177K | 0.0% | -12.7% | 0.016% | |
| 11/3/2025 | Truist Financial Corp | 90,957 | $9.00M | 0.0% | +8.6% | 0.823% | |
| 11/3/2025 | Paragon Private Wealth Management LLC | 12,480 | $1.24M | 0.4% | -0.9% | 0.113% | |
| 10/28/2025 | BostonPremier Wealth LLC | 23,312 | $2.31M | 1.1% | -1.9% | 0.211% | |
| 10/27/2025 | O Dell Group LLC | 214,151 | $21.19M | 4.5% | -1.2% | 1.938% | |
| 10/24/2025 | Kesler Norman & Wride LLC | 15,852 | $1.48M | 0.3% | +5.2% | 0.143% | |
| 10/23/2025 | Benjamin Edwards Inc. | 108,803 | $10.77M | 0.1% | +10.7% | 0.985% | |
| 10/23/2025 | WMG Financial Advisors LLC | 4,790 | $474K | 0.2% | -3.3% | 0.043% | |
| 10/22/2025 | TriaGen Wealth Management LLC | 21,957 | $2.17M | 0.6% | -1.9% | 0.199% | |
| 10/22/2025 | Trust Co. of Oklahoma | 9,650 | $955K | 0.3% | +18.9% | 0.087% | |
| 10/20/2025 | Davis Investment Partners LLC | 11,758 | $1.17M | 0.4% | +3.5% | 0.106% | |
| 10/15/2025 | CWM LLC | 31,543 | $3.12M | 0.0% | +3.0% | 0.284% | |
| 10/15/2025 | World Investment Advisors | 48,297 | $4.78M | 0.1% | +8.8% | 0.435% | |
| 10/6/2025 | Nilsine Partners LLC | 184,961 | $18.30M | 1.6% | +49.7% | 1.666% | |
| 9/4/2025 | Osaic Holdings Inc. | 8,235 | $814K | 0.0% | +291.2% | 0.073% | |
| 8/19/2025 | Advisory Services Network LLC | 177,640 | $17.52M | 0.3% | N/A | 1.572% | |
| 8/15/2025 | Benjamin Edwards Inc. | 98,306 | $9.71M | 0.1% | N/A | 0.870% | |
| 8/15/2025 | BNP Paribas Financial Markets | 50,000 | $4.94M | 0.0% | N/A | 0.442% | |
| 8/15/2025 | Bank of America Corp DE | 64,628 | $6.39M | 0.0% | +525.5% | 0.572% | |
| 8/14/2025 | Raymond James Financial Inc. | 252,824 | $24.98M | 0.0% | +796.3% | 2.237% | |
| 8/14/2025 | Transamerica Financial Advisors LLC | 22,547 | $2.23M | 0.2% | N/A | 0.200% | |
| 8/14/2025 | NewEdge Advisors LLC | 202,813 | $20.04M | 0.1% | +20,427.6% | 1.795% | |
| 8/13/2025 | Proactive Wealth Strategies LLC | 23,955 | $2.37M | 1.1% | N/A | 0.212% | |
| 8/13/2025 | Baird Financial Group Inc. | 53,463 | $5.28M | 0.0% | +781.9% | 0.473% | |
| 8/13/2025 | First Trust Advisors LP | 7,413,411 | $732.45M | 0.6% | N/A | 65.605% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 62,909 | $6.22M | 0.4% | N/A | 0.557% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 16,608 | $1.64M | 0.0% | N/A | 0.147% | |
| 8/8/2025 | Cetera Investment Advisers | 3,337 | $330K | 0.0% | +31.7% | 0.030% | |
| 8/6/2025 | O Dell Group LLC | 216,849 | $21.43M | 5.3% | N/A | 1.919% | |
| 8/5/2025 | HFG Advisors Inc. | 7,530 | $744K | 0.6% | N/A | 0.067% | |
| 8/5/2025 | Claro Advisors LLC | 2,386 | $236K | 0.0% | N/A | 0.021% | |
| 8/5/2025 | Kesler Norman & Wride LLC | 15,066 | $1.49M | 0.3% | -3.5% | 0.133% | |
| 8/4/2025 | Kovack Advisors Inc. | 2,681 | $265K | 0.0% | N/A | 0.024% | |
| 8/4/2025 | World Investment Advisors | 44,405 | $4.39M | 0.1% | N/A | 0.393% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 13,878 | $1.37M | 0.0% | N/A | 0.123% | |
| 7/29/2025 | International Assets Investment Management LLC | 2,080 | $206K | 0.0% | N/A | 0.018% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 2,166 | $218K | 0.1% | N/A | 0.019% | |
| 7/25/2025 | CWM LLC | 30,633 | $3.03M | 0.0% | N/A | 0.271% | |
| 7/24/2025 | WMG Financial Advisors LLC | 4,953 | $489K | 0.2% | -6.5% | 0.044% | |
| 7/23/2025 | TriaGen Wealth Management LLC | 22,392 | $2.21M | 0.7% | N/A | 0.198% | |
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| 7/22/2025 | Realta Investment Advisors | 6,386 | $631K | 0.2% | N/A | 0.057% | |
| 7/18/2025 | Truist Financial Corp | 83,763 | $8.28M | 0.0% | N/A | 0.741% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 37,185 | $3.67M | 0.0% | +25.2% | 0.329% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 6,842 | $676K | 0.1% | N/A | 0.061% | |
| 7/15/2025 | BostonPremier Wealth LLC | 23,769 | $2.35M | 1.3% | -0.7% | 0.210% | |
| 7/8/2025 | Davis Investment Partners LLC | 11,358 | $1.13M | 0.4% | +3.3% | 0.101% | |
| 7/7/2025 | Trust Co. of Oklahoma | 8,116 | $802K | 0.3% | N/A | 0.072% | |
| 5/15/2025 | Paragon Private Wealth Management LLC | 13,539 | $1.27M | 0.6% | -12.3% | 0.125% | |
| 5/15/2025 | Royal Bank of Canada | 31,286 | $2.94M | 0.0% | +11.2% | 0.288% | |
| 5/15/2025 | Baird Financial Group Inc. | 6,062 | $569K | 0.0% | -3.5% | 0.056% | |