| 5/19/2026 | Winnow Wealth LLC | 6,813 | $204K | 0.2% | -12.7% | 0.150% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 9,078 | $280K | 0.2% | N/A | 0.200% | |
| 5/18/2026 | Talon Private Wealth LLC | 57,767 | $1.73M | 0.2% | N/A | 1.270% | |
| 5/13/2026 | Cetera Investment Advisers | 50,653 | $1.51M | 0.0% | -8.3% | 1.113% | |
| 5/2/2026 | Arlington Capital Management Inc. | 13,703 | $410K | 0.2% | N/A | 0.301% | |
| 5/1/2026 | Corrado Advisors LLC | 117,629 | $3.52M | 1.8% | -1.8% | 2.585% | |
| 4/30/2026 | Kestra Advisory Services LLC | 75,758 | $2.26M | 0.0% | +20.1% | 1.665% | |
| 4/28/2026 | Berger Financial Group Inc | 120,915 | $3.61M | 0.2% | -5.3% | 2.657% | |
| 4/27/2026 | World Investment Advisors | 16,415 | $491K | 0.0% | +5.4% | 0.361% | |
| 4/22/2026 | Ifrah Financial Services Inc. | 19,605 | $586K | 0.2% | -3.0% | 0.431% | |
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| 4/22/2026 | Janney Montgomery Scott LLC | 10,184 | $304K | 0.0% | -8.1% | 0.224% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 57,767 | $1.73M | 0.1% | +44.0% | 1.270% | |
| 4/16/2026 | Triad Wealth Partners LLC | 45,543 | $1.36M | 0.1% | +29.9% | 1.001% | |
| 4/16/2026 | Founders Financial Securities LLC | 16,096 | $488K | 0.0% | +18.0% | 0.354% | |
| 3/13/2026 | World Investment Advisors | 15,569 | $462K | 0.0% | N/A | 0.351% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 27,934 | $828K | 0.8% | N/A | 0.631% | |
| 2/18/2026 | NewEdge Advisors LLC | 9,974 | $296K | 0.0% | -9.9% | 0.225% | |
| 2/18/2026 | OLD Mission Capital LLC | 24,470 | $726K | 0.0% | N/A | 0.552% | |
| 2/18/2026 | Opus Financial Solutions LLC | 16,259 | $482K | 0.5% | N/A | 0.367% | |
| 2/17/2026 | Cetera Investment Advisers | 55,263 | $1.64M | 0.0% | -15.0% | 1.247% | |
| 2/17/2026 | Osaic Holdings Inc. | 68,634 | $2.04M | 0.0% | -8.3% | 1.549% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 70,893 | $2.10M | 0.0% | -0.5% | 1.600% | |
| 2/11/2026 | Capital Analysts LLC | 16,889 | $501K | 0.0% | -4.5% | 0.381% | |
| 2/11/2026 | Winnow Wealth LLC | 7,807 | $234K | 0.2% | -13.2% | 0.176% | |
| 2/11/2026 | LPL Financial LLC | 23,209 | $688K | 0.0% | +1.8% | 0.524% | |
| 2/10/2026 | Founders Financial Securities LLC | 13,644 | $405K | 0.0% | +15.8% | 0.308% | |
| 2/10/2026 | Corrado Advisors LLC | 119,833 | $3.55M | 1.8% | -0.5% | 2.705% | |
| 2/6/2026 | IFP Advisors Inc | 18,118 | $537K | 0.0% | -2.5% | 0.409% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 10,081 | $299K | 0.0% | N/A | 0.228% | |
| 2/4/2026 | World Investment Advisors | 15,569 | $462K | 0.0% | N/A | 0.348% | |
| 2/4/2026 | Trek Financial LLC | 8,041 | $238K | 0.0% | -4.4% | 0.180% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 93,838 | $2.78M | 2.7% | N/A | 2.099% | |
| 1/27/2026 | Berger Financial Group Inc | 127,655 | $3.79M | 0.2% | -6.2% | 2.856% | |
| 1/26/2026 | WorthPointe LLC | 17,775 | $527K | 0.1% | +17.1% | 0.398% | |
| 1/22/2026 | Triad Wealth Partners LLC | 35,065 | $1.04M | 0.1% | +17.1% | 0.779% | |
| 1/22/2026 | Ifrah Financial Services Inc. | 20,215 | $599K | 0.2% | -3.0% | 0.449% | |
| 1/21/2026 | Access Financial Services Inc. | 45,168 | $1.34M | 0.5% | -63.1% | 1.004% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 74,306 | $2.20M | 0.1% | -3.3% | 1.633% | |
| 1/16/2026 | HFG Wealth Management LLC | 81,635 | $2.42M | 1.3% | -12.3% | 1.794% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 40,112 | $1.19M | 0.1% | N/A | 0.882% | |
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| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 31,171 | $936K | 0.0% | +26.8% | 0.685% | |
| 12/2/2025 | Allworth Financial LP | 206,265 | $5.97M | 0.0% | +138,332.9% | 4.068% | |
| 11/24/2025 | CIBC Private Wealth Group LLC | 7,028 | $203K | 0.0% | N/A | 0.139% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 7,028 | $203K | 0.0% | N/A | 0.139% | |
| 11/19/2025 | Faithward Advisors LLC | 13,801 | $399K | 0.1% | N/A | 0.272% | |
| 11/17/2025 | NewEdge Advisors LLC | 11,074 | $320K | 0.0% | N/A | 0.218% | |
| 11/17/2025 | Susquehanna International Group LLP | 49,910 | $1.44M | 0.0% | N/A | 0.984% | |
| 11/14/2025 | Raymond James Financial Inc. | 34,571 | $1M | 0.0% | +242.3% | 0.682% | |
| 11/14/2025 | Diligent Investors LLC | 46,854 | $1.36M | 0.3% | +3.0% | 0.924% | |
| 11/13/2025 | PFG Advisors | 19,631 | $568K | 0.0% | +64.9% | 0.387% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 7,100 | $205K | 0.0% | N/A | 0.140% | |
| 11/6/2025 | Elmwood Wealth Management Inc. | 36,638 | $1.06M | 0.4% | N/A | 0.723% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 76,865 | $2.22M | 0.1% | -8.8% | 1.516% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 51,673 | $1.50M | 0.0% | +118.4% | 1.019% | |
| 11/4/2025 | Winnow Wealth LLC | 8,995 | $261K | 0.2% | N/A | 0.177% | |
| 11/3/2025 | AE Wealth Management LLC | 2,494 | $72K | 0.0% | +129.9% | 0.049% | |
| 11/3/2025 | Corrado Advisors LLC | 120,436 | $3.49M | 1.9% | -0.4% | 2.375% | |
| 11/3/2025 | Straight Path Wealth Management | 21,365 | $618K | 0.1% | +8.6% | 0.421% | |
| 10/31/2025 | Trek Financial LLC | 8,415 | $244K | 0.0% | -4.3% | 0.166% | |
| 10/30/2025 | Triad Wealth Partners LLC | 29,956 | $867K | 0.1% | +71.8% | 0.591% | |
| 10/22/2025 | CoreCap Advisors LLC | 6,762 | $196K | 0.0% | -8.7% | 0.133% | |
| 10/21/2025 | Signaturefd LLC | 18,121 | $524K | 0.0% | N/A | 0.357% | |
| 10/20/2025 | Access Financial Services Inc. | 122,281 | $3.54M | 1.3% | N/A | 2.412% | |
| 10/15/2025 | CWM LLC | 43,224 | $1.25M | 0.0% | -2.0% | 0.859% | |
| 10/15/2025 | Founders Financial Securities LLC | 11,786 | $341K | 0.0% | +24.8% | 0.234% | |
| 10/14/2025 | Berger Financial Group Inc | 136,135 | $3.94M | 0.2% | +3.7% | 2.706% | |
| 10/14/2025 | Private Client Services LLC | 18,467 | $534K | 0.2% | N/A | 0.367% | |
| 10/3/2025 | HFG Wealth Management LLC | 96,323 | $2.67M | 1.4% | -2.9% | 1.852% | |
| 9/4/2025 | Osaic Holdings Inc. | 77,896 | $2.16M | 0.0% | +16.5% | 1.803% | |
| 8/15/2025 | Benjamin Edwards Inc. | 8,618 | $239K | 0.0% | N/A | 0.199% | |
| 8/14/2025 | Raymond James Financial Inc. | 10,101 | $280K | 0.0% | -53.2% | 0.234% | |
| 8/13/2025 | Trek Financial LLC | 8,789 | $243K | 0.0% | -18.7% | 0.203% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,034 | $29K | 0.0% | N/A | 0.024% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 7,947 | $220K | 0.0% | +5.7% | 0.184% | |
| 8/7/2025 | PFG Advisors | 11,905 | $330K | 0.0% | N/A | 0.276% | |
| 8/1/2025 | Corrado Advisors LLC | 120,879 | $3.35M | 2.0% | +38.7% | 2.798% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 23,657 | $655K | 0.0% | +57.8% | 0.548% | |
| 7/31/2025 | Whipplewood Advisors LLC | 3,484 | $96K | 0.1% | -87.1% | 0.081% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 10,234 | $283K | 0.0% | N/A | 0.237% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 84,285 | $2.33M | 0.1% | -1.8% | 1.951% | |
| 7/29/2025 | Straight Path Wealth Management | 19,675 | $545K | 0.2% | N/A | 0.455% | |
| 7/24/2025 | IFP Advisors Inc | 18,769 | $520K | 0.0% | -7.1% | 0.434% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 24,847 | $688K | 0.1% | -15.6% | 0.585% | |
| 7/22/2025 | Berger Financial Group Inc | 131,279 | $3.63M | 0.2% | -1.3% | 3.089% | |
| 7/22/2025 | Diligent Investors LLC | 45,504 | $1.26M | 0.3% | -2.6% | 1.071% | |
| 7/21/2025 | Triad Wealth Partners LLC | 17,433 | $483K | 0.1% | +94.8% | 0.410% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,164 | $32K | 0.0% | -41.2% | 0.028% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 8,041 | $223K | 0.0% | N/A | 0.196% | |
| 7/9/2025 | HFG Wealth Management LLC | 99,184 | $2.51M | 1.5% | -2.7% | 2.419% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 9,392 | $237K | 0.0% | N/A | 0.332% | |
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| 5/16/2025 | Goldman Sachs Group Inc. | 9,392 | $237K | 0.0% | N/A | 0.332% | |
| 5/15/2025 | OLD Mission Capital LLC | 12,089 | $305K | 0.0% | N/A | 0.427% | |
| 5/14/2025 | Kestra Advisory Services LLC | 54,752 | $1.38M | 0.0% | -22.0% | 1.935% | |
| 5/14/2025 | Capital Analysts LLC | 17,963 | $454K | 0.0% | +70.3% | 0.635% | |
| 5/13/2025 | HighTower Advisors LLC | 9,497 | $240K | 0.0% | -8.4% | 0.336% | |
| 5/12/2025 | Berger Financial Group Inc | 132,977 | $3.36M | 0.2% | +1.6% | 4.699% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,018 | $203K | 0.0% | N/A | 0.283% | |
| 5/8/2025 | Helium Advisors LLC | 20,143 | $509K | 0.4% | -11.2% | 0.712% | |
| 5/6/2025 | Cetera Investment Advisers | 44,006 | $1.11M | 0.0% | +6.5% | 1.555% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 25,860 | $653K | 0.0% | -2.0% | 0.914% | |