| 7/10/2026 | William Mack & Associates Inc. | 6,867 | $235K | 0.1% | N/A | 0.223% | |
| 7/1/2026 | Noble Wealth Management PBC | 5,400 | $184K | 0.1% | -27.5% | 0.161% | |
| 5/19/2026 | Winnow Wealth LLC | 6,788 | $217K | 0.2% | -12.0% | 0.203% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 59,440 | $1.99M | 1.1% | N/A | 1.774% | |
| 5/18/2026 | Sunbelt Securities Inc. | 10,823 | $346K | 0.0% | +40.2% | 0.323% | |
| 5/13/2026 | Cetera Investment Advisers | 63,163 | $2.02M | 0.0% | -2.5% | 1.885% | |
| 5/13/2026 | Wealthspire Retirement LLC | 6,515 | $208K | 0.0% | -9.4% | 0.194% | |
| 5/2/2026 | Arlington Capital Management Inc. | 10,896 | $348K | 0.2% | N/A | 0.325% | |
| 5/1/2026 | Corrado Advisors LLC | 98,858 | $3.16M | 1.6% | -1.8% | 2.951% | |
| 4/30/2026 | Kestra Advisory Services LLC | 117,737 | $3.76M | 0.0% | +50.4% | 3.515% | |
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| 4/29/2026 | Broussard Financial Group LLC | 303,370 | $9.69M | 7.8% | +4.2% | 9.056% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 168,054 | $5.37M | 0.5% | -21.8% | 5.017% | |
| 4/28/2026 | Berger Financial Group Inc | 48,765 | $1.56M | 0.1% | -1.3% | 1.434% | |
| 4/24/2026 | Secured Retirement Advisors LLC | 20,850 | $666K | 0.4% | -2.0% | 0.613% | |
| 4/21/2026 | Sugar Maple Asset Management LLC | 10,935 | $349K | 0.2% | -8.4% | 0.322% | |
| 4/16/2026 | Founders Financial Securities LLC | 15,287 | $503K | 0.0% | +17.3% | 0.443% | |
| 3/13/2026 | World Investment Advisors | 13,208 | $418K | 0.0% | N/A | 0.345% | |
| 2/20/2026 | Sunbelt Securities Inc. | 7,722 | $244K | 0.0% | +25.5% | 0.202% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 16,216 | $513K | 0.5% | N/A | 0.423% | |
| 2/18/2026 | Opus Financial Solutions LLC | 13,584 | $430K | 0.4% | N/A | 0.355% | |
| 2/17/2026 | Cetera Investment Advisers | 64,797 | $2.05M | 0.0% | +59.4% | 1.692% | |
| 2/17/2026 | Osaic Holdings Inc. | 29,794 | $943K | 0.0% | -8.6% | 0.778% | |
| 2/17/2026 | Captrust Financial Advisors | 11,658 | $369K | 0.0% | N/A | 0.304% | |
| 2/16/2026 | MML Investors Services LLC | 23,447 | $742K | 0.0% | N/A | 0.612% | |
| 2/16/2026 | Financial Network Wealth Advisors LLC | 958 | $30K | 0.0% | N/A | 0.025% | |
| 2/13/2026 | Kestra Advisory Services LLC | 78,274 | $2.48M | 0.0% | +38.7% | 2.044% | |
| 2/13/2026 | WPWealth LLP | 26,952 | $853K | 0.1% | +4.6% | 0.704% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 389,790 | $12.34M | 0.0% | +8.3% | 10.177% | |
| 2/12/2026 | Principal Securities Inc. | 56,848 | $1.80M | 0.0% | +106.9% | 1.484% | |
| 2/11/2026 | Winnow Wealth LLC | 7,715 | $247K | 0.2% | -14.3% | 0.201% | |
| 2/11/2026 | LPL Financial LLC | 8,442 | $267K | 0.0% | N/A | 0.220% | |
| 2/11/2026 | Syon Capital LLC | 32,518 | $1.03M | 0.1% | N/A | 0.849% | |
| 2/11/2026 | Tradition Wealth Management LLC | 13,219 | $419K | 0.0% | -2.5% | 0.345% | |
| 2/10/2026 | Founders Financial Securities LLC | 13,031 | $413K | 0.0% | +15.2% | 0.340% | |
| 2/10/2026 | Corrado Advisors LLC | 100,645 | $3.19M | 1.6% | +638.6% | 2.628% | |
| 2/9/2026 | Harbour Investments Inc. | 38,181 | $1.21M | 0.0% | +9,690.0% | 0.997% | |
| 2/6/2026 | IFP Advisors Inc | 13,191 | $418K | 0.0% | +58.2% | 0.344% | |
| 2/6/2026 | HighTower Advisors LLC | 141,896 | $4.49M | 0.0% | +4.6% | 3.705% | |
| 2/5/2026 | Allworth Financial LP | 212,228 | $6.72M | 0.0% | N/A | 5.541% | |
| 2/4/2026 | World Investment Advisors | 13,208 | $418K | 0.0% | N/A | 0.345% | |
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| 2/3/2026 | Liberty Atlantic Advisors LLC | 48,159 | $1.53M | 1.5% | N/A | 1.257% | |
| 2/2/2026 | Broussard Financial Group LLC | 291,183 | $9.22M | 7.5% | N/A | 7.603% | |
| 1/30/2026 | Secured Retirement Advisors LLC | 21,278 | $674K | 0.4% | -14.9% | 0.556% | |
| 1/30/2026 | Sigma Planning Corp | 7,730 | $244K | 0.0% | N/A | 0.202% | |
| 1/29/2026 | Global Strategic Investment Solutions LLC | 214,890 | $6.80M | 0.7% | -9.8% | 5.611% | |
| 1/27/2026 | PFG Advisors | 59,951 | $1.90M | 0.1% | +13.4% | 1.565% | |
| 1/27/2026 | Berger Financial Group Inc | 49,383 | $1.56M | 0.1% | +11.0% | 1.289% | |
| 1/23/2026 | Farther Finance Advisors LLC | 6,955 | $220K | 0.0% | -21.0% | 0.183% | |
| 1/21/2026 | MBL Wealth LLC | 147,350 | $4.67M | 0.4% | +2.6% | 3.878% | |
| 1/21/2026 | Access Financial Services Inc. | 112,877 | $3.57M | 1.3% | N/A | 2.970% | |
| 1/8/2026 | Elmwood Wealth Management Inc. | 38,829 | $1.23M | 0.4% | N/A | 1.022% | |
| 1/8/2026 | NorthCrest Asset Manangement LLC | 30,581 | $985K | 0.0% | +70.9% | 0.805% | |
| 1/7/2026 | Private Client Services LLC | 54,307 | $1.72M | 0.5% | N/A | 1.358% | |
| 12/2/2025 | IFP Advisors Inc | 8,336 | $259K | 0.0% | +10.2% | 0.247% | |
| 11/19/2025 | Sunbelt Securities Inc. | 6,154 | $191K | 0.0% | -16.4% | 0.182% | |
| 11/14/2025 | Raymond James Financial Inc. | 12,914 | $401K | 0.0% | -10.7% | 0.382% | |
| 11/14/2025 | Diligent Investors LLC | 7,200 | $224K | 0.1% | N/A | 0.213% | |
| 11/13/2025 | SageView Advisory Group LLC | 98,541 | $3.06M | 0.1% | +37.5% | 2.915% | |
| 11/13/2025 | PFG Advisors | 52,865 | $1.64M | 0.1% | +5.2% | 1.564% | |
| 11/7/2025 | HighTower Advisors LLC | 135,674 | $4.22M | 0.0% | -1.5% | 4.014% | |
| 11/5/2025 | Waterloo Capital L.P. | 6,807 | $212K | 0.0% | N/A | 0.201% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 17,764 | $552K | 0.0% | +4.7% | 0.526% | |
| 11/4/2025 | Wealthgarden F.S. LLC | 6,590 | $207K | 0.1% | N/A | 0.195% | |
| 11/4/2025 | Winnow Wealth LLC | 9,007 | $288K | 0.2% | N/A | 0.266% | |
| 11/3/2025 | Corrado Advisors LLC | 13,627 | $424K | 0.2% | -68.5% | 0.403% | |
| 10/29/2025 | Sugar Maple Asset Management LLC | 11,935 | $371K | 0.3% | -7.7% | 0.358% | |
| 10/29/2025 | NorthCrest Asset Manangement LLC | 17,889 | $556K | 0.0% | N/A | 0.537% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 1,763 | $55K | 0.0% | N/A | 0.053% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 359,879 | $11.19M | 0.0% | +1.8% | 10.972% | |
| 10/16/2025 | MBL Wealth LLC | 143,613 | $4.47M | 0.4% | +0.4% | 4.530% | |
| 10/15/2025 | Secured Retirement Advisors LLC | 25,011 | $778K | 0.4% | -8.7% | 0.789% | |
| 10/15/2025 | Founders Financial Securities LLC | 11,313 | $352K | 0.0% | +25.1% | 0.367% | |
| 10/14/2025 | Farther Finance Advisors LLC | 8,805 | $274K | 0.0% | -14.6% | 0.286% | |
| 10/14/2025 | Berger Financial Group Inc | 44,474 | $1.38M | 0.1% | -1.7% | 1.444% | |
| 9/4/2025 | Osaic Holdings Inc. | 32,823 | $928K | 0.0% | +12.9% | 1.194% | |
| 8/14/2025 | Raymond James Financial Inc. | 14,469 | $409K | 0.0% | +59.3% | 0.526% | |
| 8/13/2025 | SageView Advisory Group LLC | 71,687 | $2.05M | 0.1% | +84.4% | 2.607% | |
| 8/12/2025 | NFP Retirement Inc. | 7,188 | $203K | 0.0% | N/A | 0.261% | |
| 8/8/2025 | Cetera Investment Advisers | 26,479 | $748K | 0.0% | +1.5% | 0.937% | |
| 8/7/2025 | PFG Advisors | 50,259 | $1.42M | 0.0% | +433.4% | 1.779% | |
| 8/4/2025 | Atria Investments Inc | 71,964 | $2.03M | 0.0% | +5.2% | 2.547% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,962 | $479K | 0.0% | +4.1% | 0.600% | |
| 7/31/2025 | Whipplewood Advisors LLC | 1,563 | $44K | 0.0% | +658.7% | 0.055% | |
| 7/28/2025 | Harbour Investments Inc. | 8,247 | $233K | 0.0% | -6.8% | 0.292% | |
| 7/24/2025 | IFP Advisors Inc | 7,566 | $214K | 0.0% | -10.2% | 0.268% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 27,389 | $774K | 0.5% | +1.7% | 0.970% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 241,212 | $6.82M | 0.7% | -0.2% | 8.538% | |
| 7/22/2025 | MBL Wealth LLC | 142,999 | $4.04M | 0.4% | N/A | 5.062% | |
| 7/18/2025 | Access Financial Services Inc. | 21,499 | $608K | 0.2% | N/A | 0.761% | |
| 7/11/2025 | Farther Finance Advisors LLC | 10,305 | $291K | 0.0% | -59.0% | 0.365% | |
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| 6/27/2025 | Goldman Sachs Group Inc. | 22,478 | $599K | 0.0% | N/A | 0.775% | |
| 5/22/2025 | Mattson Financial Services LLC | 4,207 | $112K | 0.0% | N/A | 0.173% | |
| 5/19/2025 | SageView Advisory Group LLC | 38,870 | $1.04M | 0.0% | +70.6% | 1.600% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 22,478 | $599K | 0.0% | N/A | 0.823% | |
| 5/14/2025 | Kestra Advisory Services LLC | 63,781 | $1.70M | 0.0% | -8.0% | 2.336% | |
| 5/14/2025 | Capital Analysts LLC | 2,861 | $76K | 0.0% | +18.3% | 0.105% | |
| 5/13/2025 | HighTower Advisors LLC | 135,190 | $3.60M | 0.0% | +821.5% | 4.952% | |
| 5/12/2025 | Berger Financial Group Inc | 45,160 | $1.20M | 0.1% | +176.2% | 1.654% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 9,054 | $241K | 0.2% | +683.2% | 0.332% | |
| 5/8/2025 | Harbour Investments Inc. | 8,852 | $236K | 0.0% | +10.2% | 0.324% | |