| 5/19/2026 | Western Wealth Management LLC | 230 | $33K | 0.0% | N/A | 0.018% | |
| 5/13/2026 | Cetera Investment Advisers | 8,389 | $1.20M | 0.0% | -17.9% | 0.671% | |
| 5/6/2026 | Assetmark Inc. | 36,045 | $5.16M | 0.0% | +2.1% | 2.884% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 10,749 | $1.54M | 0.0% | -6.9% | 0.860% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 2,773 | $397K | 0.4% | N/A | 0.225% | |
| 2/17/2026 | Cetera Investment Advisers | 10,221 | $1.46M | 0.0% | -8.5% | 0.831% | |
| 2/17/2026 | Osaic Holdings Inc. | 40,987 | $5.87M | 0.0% | +61.1% | 3.332% | |
| 2/13/2026 | Kestra Advisory Services LLC | 214 | $31K | 0.0% | N/A | 0.017% | |
| 2/12/2026 | Jane Street Group LLC | 6,976 | $999K | 0.0% | -61.3% | 0.567% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 49,582 | $7.10M | 0.0% | N/A | 4.031% | |
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| 2/11/2026 | LPL Financial LLC | 330,750 | $47.38M | 0.0% | +4.5% | 26.890% | |
| 2/10/2026 | Palatine Hill Wealth Management LLC | 6,705 | $960K | 0.8% | N/A | 0.545% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 7,903 | $1.13M | 0.1% | +4.6% | 0.643% | |
| 2/6/2026 | Empirical Asset Management LLC | 1,647 | $236K | 0.0% | -61.9% | 0.134% | |
| 2/5/2026 | Fingerlakes Wealth Management Inc. | 30,265 | $4.34M | 2.8% | +6.1% | 2.461% | |
| 2/3/2026 | International Assets Investment Management LLC | 839 | $120K | 0.0% | N/A | 0.068% | |
| 2/2/2026 | Mcdonald Partners LLC | 6,550 | $938K | 0.3% | +2.7% | 0.533% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 11,540 | $1.65M | 0.0% | +6.0% | 0.938% | |
| 1/26/2026 | Merit Financial Group LLC | 1,894 | $271K | 0.0% | -61.6% | 0.154% | |
| 1/23/2026 | Assetmark Inc. | 35,290 | $5.06M | 0.0% | -1.0% | 2.869% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 17,986 | $2.58M | 0.0% | +6.0% | 1.462% | |
| 1/16/2026 | Aspire Capital Advisors LLC | 2,466 | $353K | 0.1% | -43.1% | 0.200% | |
| 1/16/2026 | Perigon Wealth Management LLC | 3,896 | $558K | 0.0% | -3.2% | 0.317% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 15,409 | $2.21M | 0.0% | +21.5% | 1.253% | |
| 1/9/2026 | First Heartland Consultants Inc. | 3,937 | $564K | 0.0% | +7.0% | 0.320% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 22,763 | $3.31M | 0.0% | +1.8% | 1.851% | |
| 12/23/2025 | Triumph Capital Management | 224 | $31K | 0.0% | N/A | 0.018% | |
| 11/17/2025 | Triumph Capital Management | 224 | $31K | 0.0% | N/A | 0.018% | |
| 11/17/2025 | Susquehanna International Group LLP | 2,053 | $288K | 0.0% | N/A | 0.167% | |
| 11/17/2025 | Citadel Advisors LLC | 39,719 | $5.58M | 0.0% | +303.8% | 3.229% | |
| 11/14/2025 | Raymond James Financial Inc. | 86,786 | $12.19M | 0.0% | +6.0% | 7.056% | |
| 11/12/2025 | Empirical Asset Management LLC | 4,324 | $607K | 0.1% | -52.6% | 0.352% | |
| 11/10/2025 | Thoroughbred Financial Services LLC | 7,558 | $1.06M | 0.1% | -5.3% | 0.614% | |
| 11/7/2025 | Merit Financial Group LLC | 4,927 | $692K | 0.0% | -52.4% | 0.401% | |
| 11/6/2025 | Aspire Capital Advisors LLC | 4,331 | $608K | 0.1% | -35.2% | 0.352% | |
| 11/6/2025 | Assetmark Inc. | 35,658 | $5.01M | 0.0% | -1.1% | 2.899% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 16,970 | $2.38M | 0.0% | +35.1% | 1.380% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 5,764 | $809K | 0.0% | -46.7% | 0.469% | |
| 11/4/2025 | Atlas Private Wealth Advisors | 5,076 | $713K | 0.2% | -45.6% | 0.413% | |
| 10/29/2025 | Root Financial Partners LLC | 654 | $92K | 0.0% | N/A | 0.054% | |
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| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 22,360 | $3.15M | 0.0% | +3.2% | 1.833% | |
| 10/24/2025 | Fingerlakes Wealth Management Inc. | 28,529 | $4.01M | 2.6% | +6.3% | 2.319% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 10,885 | $1.53M | 0.0% | +2.3% | 0.885% | |
| 10/20/2025 | Merit Financial Group LLC | 4,927 | $692K | 0.0% | -52.4% | 0.401% | |
| 10/8/2025 | Ignite Planners LLC | 1,533 | $215K | 0.0% | -20.9% | 0.125% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,873 | $1.47M | 0.0% | -1.7% | 0.884% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 6,060 | $817K | 0.0% | N/A | 0.493% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 10,645 | $1.44M | 0.0% | +3.5% | 0.865% | |
| 8/14/2025 | Jane Street Group LLC | 5,939 | $801K | 0.0% | -66.2% | 0.483% | |
| 8/14/2025 | Raymond James Financial Inc. | 81,855 | $11.04M | 0.0% | -21.2% | 6.655% | |
| 8/13/2025 | VestGen Advisors LLC | 2,990 | $403K | 0.0% | -6.3% | 0.243% | |
| 8/8/2025 | Cetera Investment Advisers | 9,727 | $1.31M | 0.0% | +23.3% | 0.794% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 7,977 | $1.08M | 0.1% | +102.7% | 0.651% | |
| 8/8/2025 | Ignite Planners LLC | 1,939 | $259K | 0.0% | -92.3% | 0.158% | |
| 8/6/2025 | Prospera Financial Services Inc | 6,497 | $876K | 0.0% | N/A | 0.530% | |
| 8/6/2025 | AE Wealth Management LLC | 610 | $82K | 0.0% | +71.8% | 0.050% | |
| 8/5/2025 | Bank of Montreal Can | 745 | $100K | 0.0% | +115.9% | 0.061% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 9,334 | $1.26M | 0.2% | +9.1% | 0.762% | |
| 8/4/2025 | Assetmark Inc. | 36,057 | $4.86M | 0.0% | -5.6% | 2.943% | |
| 8/1/2025 | SYM FINANCIAL Corp | 23,600 | $3.18M | 0.4% | -1.0% | 1.927% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 10,814 | $1.46M | 0.0% | +6.8% | 0.883% | |
| 7/30/2025 | Fingerlakes Wealth Management Inc. | 26,849 | $3.62M | 2.7% | +14.1% | 2.192% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 12,560 | $1.69M | 0.0% | +2.6% | 1.025% | |
| 7/29/2025 | Empirical Asset Management LLC | 9,125 | $1.23M | 0.4% | +1.6% | 0.745% | |
| 7/23/2025 | Ignite Planners LLC | 2,005 | $268K | 0.0% | -92.0% | 0.163% | |
| 7/22/2025 | Willner & Heller LLC | 3,171 | $428K | 0.4% | +4.0% | 0.258% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 711 | $96K | 0.0% | N/A | 0.058% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 6,688 | $902K | 0.2% | N/A | 0.546% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 10,286 | $1.31M | 0.0% | -3.9% | 0.836% | |
| 5/19/2025 | Jane Street Group LLC | 17,575 | $2.24M | 0.0% | +656.2% | 1.429% | |
| 5/13/2025 | Raymond James Financial Inc. | 103,823 | $13.26M | 0.0% | +59.2% | 8.441% | |
| 5/13/2025 | HighTower Advisors LLC | 3,265 | $417K | 0.0% | +10.3% | 0.265% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 3,936 | $502K | 0.0% | +11.0% | 0.320% | |
| 5/7/2025 | LPL Financial LLC | 276,573 | $35.32M | 0.0% | -2.8% | 22.486% | |
| 5/7/2025 | First Heartland Consultants Inc. | 3,747 | $478K | 0.0% | -5.9% | 0.305% | |
| 5/6/2025 | Assetmark Inc. | 38,181 | $4.88M | 0.0% | +1.1% | 3.104% | |
| 5/6/2025 | Cetera Investment Advisers | 7,889 | $1.01M | 0.0% | +26.5% | 0.641% | |
| 5/6/2025 | AE Wealth Management LLC | 355 | $45K | 0.0% | N/A | 0.029% | |
| 5/6/2025 | Ignite Planners LLC | 25,183 | $3.22M | 0.6% | +12.7% | 2.047% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 13,150 | $1.68M | 0.6% | +3.5% | 1.069% | |
| 5/5/2025 | Willner & Heller LLC | 3,050 | $389K | 0.4% | N/A | 0.248% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 23,540 | $3.01M | 2.6% | +4.3% | 1.914% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 12,238 | $1.56M | 0.0% | +8.7% | 0.995% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 10,128 | $1.29M | 0.0% | -41.3% | 0.823% | |
| 4/23/2025 | Perigon Wealth Management LLC | 4,028 | $514K | 0.0% | -3.1% | 0.327% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 1,602 | $205K | 0.0% | N/A | 0.130% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 8,554 | $1.09M | 0.2% | +3.9% | 0.695% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,698 | $2.77M | 0.0% | -8.7% | 1.764% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 12,616 | $1.61M | 0.0% | -17.5% | 1.026% | |
| 4/9/2025 | Merit Financial Group LLC | 13,166 | $1.68M | 0.0% | +28.3% | 1.070% | |
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| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,772 | $2.94M | 0.0% | -0.5% | 1.981% | |
| 2/19/2025 | ARQ Wealth Advisors LLC | 12,710 | $1.57M | 0.6% | +39.9% | 1.271% | |
| 2/18/2025 | First Heartland Consultants Inc. | 3,984 | $493K | 0.0% | +2.4% | 0.398% | |
| 2/17/2025 | Cetera Investment Advisers | 6,236 | $772K | 0.0% | +25.1% | 0.624% | |
| 2/14/2025 | Jane Street Group LLC | 2,324 | $288K | 0.0% | -71.2% | 0.232% | |
| 2/14/2025 | Capital Analysts LLC | 3,718 | $460K | 0.0% | -3.6% | 0.372% | |
| 2/13/2025 | Mariner LLC | 16,742 | $2.07M | 0.0% | +36.2% | 1.674% | |
| 2/13/2025 | Raymond James Financial Inc. | 65,213 | $8.08M | 0.0% | N/A | 6.521% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,246 | $2.14M | 0.0% | +9.7% | 1.725% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 3,546 | $439K | 0.0% | +4.1% | 0.355% | |
