| 10/13/2026 | Avior Wealth Management LLC | 123,795 | $2.43M | 0.1% | N/A | 0.387% | |
| 10/8/2026 | Winebrenner Capital Management LLC | 31,749 | $623K | 0.4% | -12.6% | 0.100% | |
| 10/2/2026 | Private Client Services LLC | 15,363 | $302K | 0.1% | N/A | 0.048% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 54,111 | $1.12M | 0.0% | +5.7% | 0.171% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 1,909,100 | $39.54M | 0.0% | +12.8% | 6.022% | |
| 9/11/2026 | Bullseye Investment Management LLC | 12,941 | $268K | 0.1% | N/A | 0.041% | |
| 9/9/2026 | RFG Advisory LLC | 43,680 | $905K | 0.0% | +42.9% | 0.138% | |
| 9/9/2026 | NewEdge Advisors LLC | 433,525 | $8.98M | 0.0% | +18.4% | 1.368% | |
| 9/9/2026 | IFP Advisors Inc | 147,458 | $3.05M | 0.1% | +12.0% | 0.465% | |
| 9/2/2026 | Citadel Advisors LLC | 124,844 | $2.59M | 0.0% | +74.5% | 0.394% | |
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| 8/23/2026 | Kintra Wealth LLC | 36,374 | $746K | 0.0% | N/A | 0.115% | |
| 8/23/2026 | Asset Allocation Strategies LLC | 30,088 | $623K | 0.1% | +46.2% | 0.095% | |
| 8/22/2026 | BAM Wealth Management LLC | 44,128 | $914K | 0.6% | +44.9% | 0.139% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 56,069 | $1.16M | 0.0% | +54.6% | 0.177% | |
| 8/21/2026 | Triumph Capital Management | 9,030 | $187K | 0.0% | +115.0% | 0.028% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 488,337 | $10.13M | 0.4% | -0.3% | 1.540% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 34,867 | $722K | 0.0% | N/A | 0.110% | |
| 7/7/2026 | GK Wealth Management LLC | 14,732 | $305K | 0.2% | N/A | 0.046% | |
| 7/7/2026 | Avior Wealth Management LLC | 130,123 | $2.70M | 0.1% | -27.9% | 0.409% | |
| 6/3/2026 | NewEdge Advisors LLC | 366,000 | $7.59M | 0.0% | +197.7% | 1.142% | |
| 5/19/2026 | NewEdge Advisors LLC | 294,545 | $6.11M | 0.1% | +139.6% | 0.919% | |
| 5/19/2026 | Arkadios Wealth Advisors | 17,041 | $354K | 0.0% | N/A | 0.053% | |
| 5/18/2026 | Royal Bank of Canada | 52,350 | $1.09M | 0.0% | +115.7% | 0.163% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 167,614 | $3.48M | 0.1% | +126.5% | 0.523% | |
| 5/15/2026 | Everest Financial Group LLC | 45,000 | $934K | 0.2% | N/A | 0.140% | |
| 5/13/2026 | Cetera Investment Advisers | 1,729,781 | $35.89M | 0.0% | +1.5% | 5.397% | |
| 5/13/2026 | First Trust Advisors LP | 462,533 | $9.60M | 0.0% | +34.2% | 1.443% | |
| 5/6/2026 | Assetmark Inc. | 238,285 | $4.94M | 0.0% | +13.7% | 0.743% | |
| 5/6/2026 | Independent Financial Group LLC | 128,019 | $2.66M | 0.1% | N/A | 0.399% | |
| 5/5/2026 | D.A. Davidson & CO. | 16,389 | $340K | 0.0% | +40.6% | 0.051% | |
| 5/5/2026 | Bank of New York Mellon Corp | 205,029 | $4.25M | 0.0% | +10.7% | 0.640% | |
| 5/5/2026 | Sanctuary Advisors LLC | 79,241 | $1.64M | 0.0% | +5.3% | 0.247% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 21,289 | $442K | 0.2% | +20.0% | 0.066% | |
| 5/5/2026 | Sigma Planning Corp | 34,104 | $708K | 0.0% | +16.6% | 0.106% | |
| 5/4/2026 | HBW Advisory Services LLC | 25,191 | $523K | 0.1% | +7.5% | 0.079% | |
| 5/2/2026 | International Assets Investment Management LLC | 30,646 | $636K | 0.0% | -5.6% | 0.096% | |
| 4/30/2026 | Kestra Advisory Services LLC | 571,903 | $11.87M | 0.0% | +6.5% | 1.790% | |
| 4/28/2026 | Stephens Inc. AR | 761,660 | $15.80M | 0.2% | +80.4% | 2.384% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 5,085 | $106K | 0.1% | +15.9% | 0.016% | |
| 4/27/2026 | World Investment Advisors | 17,888 | $371K | 0.0% | +11.5% | 0.056% | |
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| 4/27/2026 | Private Advisor Group LLC | 45,564 | $945K | 0.0% | +11.7% | 0.143% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 38,465 | $798K | 0.1% | -4.6% | 0.120% | |
| 4/23/2026 | Manchester Financial Inc. | 1,068,062 | $22.16M | 4.3% | +11.5% | 3.343% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 20,581 | $427K | 0.1% | +5.7% | 0.064% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 210,854 | $4.38M | 0.0% | +14.8% | 0.660% | |
| 4/21/2026 | Sequent Planning LLC | 175,186 | $3.64M | 0.9% | +0.7% | 0.548% | |
| 4/21/2026 | Independent Wealth Network Inc. | 9,667 | $201K | 0.1% | -10.2% | 0.030% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 13,221 | $274K | 0.0% | N/A | 0.041% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 33,127 | $687K | 0.0% | -45.3% | 0.104% | |
| 4/20/2026 | RFG Advisory LLC | 30,566 | $634K | 0.0% | +18.2% | 0.096% | |
| 4/17/2026 | Roxbury Financial LLC | 3,008 | $62K | 0.1% | N/A | 0.009% | |
| 4/16/2026 | Triad Wealth Partners LLC | 14,862 | $308K | 0.0% | N/A | 0.047% | |
| 3/13/2026 | World Investment Advisors | 16,050 | $340K | 0.0% | N/A | 0.053% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 371,489 | $7.88M | 0.4% | +11.5% | 1.216% | |
| 2/18/2026 | NewEdge Advisors LLC | 122,926 | $2.61M | 0.0% | +27.7% | 0.402% | |
| 2/18/2026 | Pacific Excel Wealth Advisors Inc. | 34,778 | $737K | 1.4% | N/A | 0.114% | |
| 2/17/2026 | Cetera Investment Advisers | 1,704,926 | $36.14M | 0.0% | +5.5% | 5.581% | |
| 2/17/2026 | Equitable Holdings Inc. | 76,780 | $1.63M | 0.0% | +32.6% | 0.251% | |
| 2/17/2026 | Osaic Holdings Inc. | 151,495 | $3.21M | 0.0% | +6.4% | 0.496% | |
| 2/17/2026 | &PARTNERS | 392,686 | $8.33M | 0.0% | +6.1% | 1.285% | |
| 2/17/2026 | Royal Bank of Canada | 24,274 | $515K | 0.0% | +4,559.1% | 0.079% | |
| 2/16/2026 | MML Investors Services LLC | 164,787 | $3.49M | 0.0% | +8.3% | 0.539% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 1,500 | $32K | 0.0% | N/A | 0.005% | |
| 2/13/2026 | Kestra Advisory Services LLC | 537,021 | $11.39M | 0.0% | +5.2% | 1.758% | |
| 2/13/2026 | Morgan Stanley | 2,482,467 | $52.63M | 0.0% | +6.7% | 8.126% | |
| 2/13/2026 | First Trust Advisors LP | 344,639 | $7.31M | 0.0% | +28.8% | 1.128% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 19,480 | $413K | 0.1% | +23.1% | 0.064% | |
| 2/12/2026 | Rossby Financial LCC | 13,991 | $297K | 0.1% | -4.8% | 0.046% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 143,991 | $3.05M | 0.0% | +4.4% | 0.471% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 2,097,756 | $44.47M | 0.1% | +362.8% | 6.867% | |
| 2/12/2026 | StoneX Group Inc. | 17,097 | $362K | 0.0% | -2.8% | 0.056% | |
| 2/12/2026 | Betterment LLC | 13,460 | $285K | 0.0% | +7.2% | 0.044% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 100,684 | $2.13M | 0.0% | -7.2% | 0.330% | |
| 2/12/2026 | Manchester Financial Inc. | 957,492 | $20.30M | 3.8% | +64.0% | 3.134% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 73,991 | $1.57M | 0.2% | +17.6% | 0.242% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 183,724 | $3.90M | 0.0% | +4.8% | 0.601% | |
| 2/11/2026 | Omnitrust Wealth Management Inc | 14,385 | $305K | 0.4% | N/A | 0.047% | |
| 2/11/2026 | LPL Financial LLC | 4,410,462 | $93.50M | 0.0% | +16.0% | 14.437% | |
| 2/10/2026 | Lido Advisors LLC | 13,350 | $283K | 0.0% | N/A | 0.044% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 43,181 | $915K | 0.0% | -90.4% | 0.141% | |
| 2/10/2026 | Twin Peaks Wealth Advisors LLC | 55,170 | $1.17M | 0.3% | +2.2% | 0.181% | |
| 2/10/2026 | Impact Partnership Wealth LLC | 40,303 | $854K | 0.1% | -7.8% | 0.132% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 145,239 | $3.08M | 0.0% | +157.1% | 0.475% | |
| 2/9/2026 | Harbour Investments Inc. | 24,656 | $523K | 0.0% | +53.3% | 0.081% | |
| 2/9/2026 | Prospera Financial Services Inc | 123,431 | $2.62M | 0.0% | +6.7% | 0.404% | |
| 2/6/2026 | Advisory Alpha LLC | 12,885 | $273K | 0.0% | +11.8% | 0.042% | |
| 2/6/2026 | Ignite Planners LLC | 14,957 | $316K | 0.0% | N/A | 0.049% | |
| 2/6/2026 | Mach 1 Financial Group LLC | 314,282 | $6.66M | 1.4% | N/A | 1.029% | |
| 2/6/2026 | IFP Advisors Inc | 122,139 | $2.59M | 0.1% | +7.8% | 0.400% | |
| 2/6/2026 | Csenge Advisory Group | 226,667 | $4.81M | 0.2% | +4.5% | 0.742% | |
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| 2/6/2026 | HighTower Advisors LLC | 337,155 | $7.15M | 0.0% | +3.7% | 1.104% | |
| 2/5/2026 | Sequent Planning LLC | 173,904 | $3.69M | 0.9% | -1.6% | 0.569% | |
| 2/5/2026 | Stephens Inc. AR | 422,127 | $8.95M | 0.1% | +3.0% | 1.382% | |
| 2/4/2026 | World Investment Advisors | 16,050 | $340K | 0.0% | N/A | 0.053% | |
| 2/4/2026 | Northeast Planning Associates INC. NH | 385,440 | $8.17M | 5.8% | +14.4% | 1.268% | |
| 2/3/2026 | NewEdge Wealth LLC | 51,903 | $1.10M | 0.0% | -1.8% | 0.171% | |
| 2/3/2026 | International Assets Investment Management LLC | 32,468 | $688K | 0.0% | -33.5% | 0.107% | |
| 2/3/2026 | FSB Premier Wealth Management Inc. | 119,650 | $2.54M | 0.8% | -6.2% | 0.394% | |
| 2/3/2026 | RFG Advisory LLC | 25,855 | $548K | 0.0% | +2.1% | 0.085% | |
| 2/2/2026 | Benjamin Edwards Inc. | 318,846 | $6.76M | 0.1% | +44.2% | 1.049% | |