| 7/9/2026 | Focus Financial Network Inc. | 11,156 | $487K | 0.0% | +4.0% | 0.282% | |
| 7/8/2026 | First Heartland Consultants Inc. | 5,292 | $231K | 0.0% | N/A | 0.134% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 6,058 | $225K | 0.0% | +47.9% | 0.159% | |
| 5/13/2026 | Cetera Investment Advisers | 8,406 | $312K | 0.0% | -4.1% | 0.221% | |
| 5/2/2026 | Valmark Advisers Inc. | 25,180 | $934K | 0.0% | +2.2% | 0.663% | |
| 4/28/2026 | Revisor Wealth Management LLC | 7,264 | $270K | 0.1% | N/A | 0.186% | |
| 4/18/2026 | Faithward Advisors LLC | 741,581 | $27.52M | 3.7% | -3.3% | 19.015% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 44,066 | $1.64M | 0.1% | +26.4% | 1.130% | |
| 2/18/2026 | Inspire Investing LLC | 1,115 | $40K | 0.0% | N/A | 0.030% | |
| 2/17/2026 | Cetera Investment Advisers | 8,766 | $314K | 0.0% | N/A | 0.239% | |
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| 2/17/2026 | Osaic Holdings Inc. | 17,584 | $630K | 0.0% | +19.6% | 0.479% | |
| 2/17/2026 | Faithward Advisors LLC | 766,610 | $27.46M | 4.0% | -1.6% | 20.889% | |
| 2/13/2026 | Inspire Advisors LLC | 202,146 | $7.24M | 0.7% | +3.7% | 5.508% | |
| 2/12/2026 | Jane Street Group LLC | 17,063 | $611K | 0.0% | N/A | 0.465% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 11,538 | $413K | 0.0% | +13.7% | 0.314% | |
| 2/11/2026 | LPL Financial LLC | 94,220 | $3.38M | 0.0% | +57.2% | 2.567% | |
| 2/11/2026 | OneAscent Wealth Management LLC | 12,055 | $432K | 0.1% | +65.0% | 0.328% | |
| 2/11/2026 | OneAscent Financial Services LLC | 162,248 | $5.81M | 0.5% | -24.2% | 4.421% | |
| 2/9/2026 | Harbour Investments Inc. | 46,596 | $1.67M | 0.0% | +1,205.9% | 1.270% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 4,095 | $147K | 0.0% | +156.3% | 0.112% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 334,460 | $11.98M | 0.8% | +6.2% | 9.113% | |
| 2/4/2026 | Summit Wealth Group LLC Co. | 9,847 | $353K | 0.0% | N/A | 0.268% | |
| 1/30/2026 | Turning Point Benefit Group Inc. | 6,594 | $236K | 0.1% | -24.0% | 0.180% | |
| 1/27/2026 | PFG Advisors | 64,832 | $2.32M | 0.1% | +8.1% | 1.791% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 34,850 | $1.25M | 0.1% | +22.8% | 0.963% | |
| 1/26/2026 | CWM LLC | 93,370 | $3.35M | 0.0% | +244.3% | 2.579% | |
| 1/26/2026 | Valmark Advisers Inc. | 24,631 | $882K | 0.0% | N/A | 0.680% | |
| 1/23/2026 | Assetmark Inc. | 1,861 | $67K | 0.0% | +100.5% | 0.052% | |
| 1/12/2026 | Focus Financial Network Inc. | 10,728 | $384K | 0.0% | +49.3% | 0.316% | |
| 1/6/2026 | Arlington Capital Management Inc. | 13,138 | $471K | 0.3% | N/A | 0.401% | |
| 12/2/2025 | IFP Advisors Inc | 693 | $26K | 0.0% | -93.3% | 0.025% | |
| 11/20/2025 | Centaurus Financial Inc. | 2,939 | $109K | 0.0% | N/A | 0.105% | |
| 11/19/2025 | Faithward Advisors LLC | 778,902 | $28.98M | 4.3% | -0.3% | 27.818% | |
| 11/17/2025 | Harvest Investment Services LLC | 11,246 | $418K | 0.1% | -38.5% | 0.402% | |
| 11/17/2025 | Turning Point Benefit Group Inc. | 8,680 | $323K | 0.2% | -17.4% | 0.310% | |
| 11/17/2025 | Susquehanna International Group LLP | 8,967 | $334K | 0.0% | -23.6% | 0.320% | |
| 11/13/2025 | PFG Advisors | 59,951 | $2.23M | 0.1% | -2.2% | 2.141% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 314,874 | $11.71M | 0.8% | +2.0% | 11.246% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 1,598 | $59K | 0.0% | +224.8% | 0.057% | |
| 11/6/2025 | Assetmark Inc. | 928 | $35K | 0.0% | N/A | 0.033% | |
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| 11/3/2025 | AE Wealth Management LLC | 19,700 | $733K | 0.0% | +25.1% | 0.704% | |
| 10/31/2025 | OneAscent Wealth Management LLC | 7,308 | $272K | 0.1% | N/A | 0.261% | |
| 10/31/2025 | OneAscent Financial Services LLC | 214,160 | $7.97M | 0.7% | +47.4% | 7.649% | |
| 10/29/2025 | Inspire Advisors LLC | 194,847 | $7.25M | 0.7% | +1.6% | 7.163% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 28,390 | $1.06M | 0.1% | N/A | 1.044% | |
| 10/15/2025 | CWM LLC | 27,120 | $1.01M | 0.0% | +9.8% | 1.043% | |
| 10/10/2025 | Cyndeo Wealth Partners LLC | 5,968 | $222K | 0.0% | -5.0% | 0.231% | |
| 10/10/2025 | Focus Financial Network Inc. | 7,187 | $267K | 0.0% | N/A | 0.279% | |
| 9/4/2025 | Osaic Holdings Inc. | 12,116 | $399K | 0.0% | +16.7% | 0.527% | |
| 8/14/2025 | Faithward Advisors LLC | 780,883 | $25.72M | 4.0% | +0.3% | 33.951% | |
| 8/12/2025 | Financial Advocates Investment Management | 18,974 | $625K | 0.1% | +161.1% | 0.825% | |
| 8/11/2025 | Inspire Advisors LLC | 191,820 | $6.32M | 0.7% | +8.2% | 8.340% | |
| 8/7/2025 | PFG Advisors | 61,302 | $2.02M | 0.1% | +8.7% | 2.665% | |
| 8/6/2025 | AE Wealth Management LLC | 15,749 | $519K | 0.0% | +26.4% | 0.685% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 308,831 | $10.17M | 0.7% | -56.6% | 13.427% | |
| 7/31/2025 | Turning Point Benefit Group Inc. | 10,511 | $346K | 0.3% | -8.7% | 0.457% | |
| 7/25/2025 | CWM LLC | 24,692 | $813K | 0.0% | +1.8% | 1.074% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 6,285 | $207K | 0.0% | N/A | 0.273% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,918 | $63K | 0.0% | N/A | 0.083% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 20,303 | $586K | 0.0% | N/A | 0.902% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,449 | $71K | 0.0% | +22.2% | 0.100% | |
| 5/16/2025 | Faithward Advisors LLC | 778,309 | $22.47M | 3.9% | -1.1% | 30.167% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 20,303 | $586K | 0.0% | N/A | 0.787% | |
| 5/8/2025 | Harbour Investments Inc. | 5,455 | $157K | 0.0% | -56.2% | 0.211% | |
| 5/7/2025 | Inspire Advisors LLC | 177,280 | $5.12M | 0.6% | +192.4% | 6.871% | |
| 5/6/2025 | AE Wealth Management LLC | 12,457 | $360K | 0.0% | +26.4% | 0.483% | |
| 5/6/2025 | PFG Advisors | 56,409 | $1.63M | 0.1% | +3.5% | 2.186% | |
| 5/5/2025 | IFP Advisors Inc | 10,678 | $308K | 0.0% | +5.6% | 0.414% | |
| 5/5/2025 | OneAscent Financial Services LLC | 134,738 | $3.89M | 0.3% | +0.3% | 5.222% | |
| 5/1/2025 | CWM LLC | 24,262 | $700K | 0.0% | +4.0% | 0.940% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 712,390 | $20.56M | 1.6% | -0.1% | 28.496% | |
| 2/18/2025 | GTS Securities LLC | 7,944 | $245K | 0.0% | -79.5% | 0.391% | |
| 2/18/2025 | First Heartland Consultants Inc. | 6,800 | $210K | 0.0% | +5.8% | 0.335% | |
| 2/14/2025 | Harvest Investment Services LLC | 10,503 | $324K | 0.1% | +28.5% | 0.517% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 1,475 | $49K | 0.0% | +280.2% | 0.073% | |
| 2/13/2025 | Faithward Advisors LLC | 786,747 | $24.29M | 4.1% | -0.4% | 38.756% | |
| 2/12/2025 | OneAscent Financial Services LLC | 134,309 | $4.15M | 0.4% | N/A | 6.616% | |
| 2/11/2025 | LPL Financial LLC | 16,104 | $497K | 0.0% | +39.4% | 0.793% | |
| 2/11/2025 | Kiker Wealth Management LLC | 4,605 | $142K | 0.1% | N/A | 0.227% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 712,980 | $22.01M | 1.8% | +0.7% | 35.122% | |
| 2/10/2025 | Harbour Investments Inc. | 12,462 | $385K | 0.0% | +115.6% | 0.614% | |
| 2/7/2025 | PFG Advisors | 54,501 | $1.68M | 0.1% | +4.5% | 2.685% | |
| 2/7/2025 | Inspire Advisors LLC | 60,627 | $1.87M | 0.2% | -38.3% | 2.987% | |
| 2/4/2025 | IFP Advisors Inc | 10,107 | $312K | 0.0% | +36.9% | 0.498% | |
| 2/3/2025 | Turning Point Benefit Group Inc. | 11,955 | $369K | 0.4% | N/A | 0.589% | |
| 1/27/2025 | Financial Advocates Investment Management | 6,986 | $216K | 0.0% | N/A | 0.344% | |
| 11/5/2024 | First Heartland Consultants Inc. | 6,428 | $202K | 0.0% | -9.7% | 0.317% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 708,314 | $22.27M | 1.9% | -10.7% | 34.892% | |
| 10/25/2024 | Creekmur Asset Management LLC | 1,325 | $42K | 0.0% | +34.7% | 0.065% | |
| 10/17/2024 | Inspire Advisors LLC | 98,336 | $3.09M | 0.4% | +166.2% | 4.844% | |
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| 10/8/2024 | CWM LLC | 24,288 | $764K | 0.0% | N/A | 1.196% | |
| 8/8/2024 | Inspire Advisors LLC | 36,935 | $1.11M | 0.1% | +22.1% | 1.819% | |
| 8/8/2024 | PFG Advisors | 50,327 | $1.52M | 0.1% | N/A | 2.479% | |
| 8/5/2024 | Synergy Asset Management LLC | 11,036 | $332K | 0.1% | +21.2% | 0.544% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 14,072 | $424K | 0.0% | +9.1% | 0.693% | |
| 7/25/2024 | First Heartland Consultants Inc. | 7,116 | $214K | 0.0% | N/A | 0.351% | |
| 5/8/2024 | Inspire Advisors LLC | 30,257 | $909K | 0.1% | +8.0% | 1.513% | |
| 4/18/2024 | Synergy Asset Management LLC | 9,103 | $274K | 0.0% | -12.0% | 0.455% | |
| 4/16/2024 | OneAscent Financial Services LLC | 74,680 | $2.24M | 0.2% | +242.9% | 3.734% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 8,136 | $217K | 0.0% | +1,732.4% | 0.407% | |