| 10/14/2026 | Thurston Springer Miller Herd & Titak Inc. | 600 | $29K | 0.0% | N/A | 0.010% | |
| 10/9/2026 | BOS Asset Management LLC | 32,111 | $1.55M | 0.4% | +34.1% | 0.515% | |
| 10/9/2026 | First Heartland Consultants Inc. | 72,773 | $3.52M | 0.2% | N/A | 1.166% | |
| 10/8/2026 | CoreCap Advisors LLC | 18,864 | $913K | 0.0% | +2.5% | 0.302% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 13,660 | $688K | 0.0% | +10.0% | 0.219% | |
| 9/9/2026 | IFP Advisors Inc | 3,206 | $161K | 0.0% | +6.8% | 0.053% | |
| 9/8/2026 | Allworth Financial LP | 26,038 | $1.31M | 0.0% | +2.4% | 0.428% | |
| 8/28/2026 | Cornerstone Financial Management LLC | 41,296 | $2.08M | 1.7% | -10.6% | 0.678% | |
| 8/21/2026 | Sound Financial Strategies Group LLC | 78,396 | $3.95M | 2.5% | +1.9% | 1.287% | |
| 7/9/2026 | Financial Advisory Corp | 23,230 | $1.17M | 0.2% | -5.9% | 0.385% | |
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| 7/8/2026 | First Heartland Consultants Inc. | 75,184 | $3.79M | 0.2% | +5.5% | 1.245% | |
| 7/7/2026 | CoreCap Advisors LLC | 18,400 | $926K | 0.0% | +6.9% | 0.305% | |
| 5/18/2026 | Sunbelt Securities Inc. | 10,298 | $478K | 0.0% | -9.0% | 0.140% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 50,510 | $2.35M | 0.1% | -15.8% | 0.688% | |
| 5/13/2026 | Cetera Investment Advisers | 62,988 | $2.93M | 0.0% | +5.2% | 0.858% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,140 | $146K | 0.0% | -38.2% | 0.043% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 191,301 | $8.88M | 0.2% | +3.8% | 2.606% | |
| 4/30/2026 | Kestra Advisory Services LLC | 19,098 | $887K | 0.0% | -5.3% | 0.260% | |
| 4/28/2026 | LVZ Inc. | 86,077 | $4.00M | 0.5% | +1.2% | 1.173% | |
| 4/27/2026 | World Investment Advisors | 10,703 | $497K | 0.0% | -2.9% | 0.147% | |
| 4/23/2026 | Vicus Capital | 28,058 | $1.30M | 0.1% | +9.2% | 0.382% | |
| 4/21/2026 | LifeWealth Investments LLC | 12,563 | $583K | 0.2% | +36.2% | 0.172% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 7,821 | $363K | 0.0% | -90.8% | 0.107% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 6,957 | $323K | 0.0% | -5.6% | 0.095% | |
| 4/17/2026 | AdvisorNet Financial Inc | 2,844 | $132K | 0.0% | +12.9% | 0.039% | |
| 4/17/2026 | Values First Advisors Inc. | 13,453 | $625K | 0.3% | +8.5% | 0.185% | |
| 4/16/2026 | Kavar Capital Partners Group LLC | 9,606 | $446K | 0.1% | +7.9% | 0.132% | |
| 3/13/2026 | World Investment Advisors | 11,028 | $501K | 0.0% | N/A | 0.153% | |
| 3/4/2026 | SHP Wealth Management | 1,413 | $64K | 0.0% | N/A | 0.020% | |
| 2/20/2026 | Sunbelt Securities Inc. | 11,317 | $514K | 0.0% | N/A | 0.157% | |
| 2/17/2026 | Cetera Investment Advisers | 59,901 | $2.72M | 0.0% | +20.1% | 0.833% | |
| 2/17/2026 | Osaic Holdings Inc. | 18,179 | $826K | 0.0% | +22.2% | 0.253% | |
| 2/17/2026 | Regal Investment Advisors LLC | 7,315 | $332K | 0.0% | N/A | 0.102% | |
| 2/17/2026 | Opal Capital LLC | 4,236 | $205K | 0.1% | N/A | 0.059% | |
| 2/17/2026 | Faithward Advisors LLC | 185,344 | $8.42M | 1.2% | -2.0% | 2.578% | |
| 2/16/2026 | Cornerstone Financial Management LLC | 45,097 | $2.05M | 1.9% | N/A | 0.627% | |
| 2/16/2026 | Arax Advisory Partners | 917 | $42K | 0.0% | N/A | 0.013% | |
| 2/16/2026 | Arkos Global Advisors | 4,640 | $211K | 0.0% | N/A | 0.065% | |
| 2/13/2026 | Kestra Advisory Services LLC | 20,171 | $917K | 0.0% | -22.5% | 0.281% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 13,568 | $617K | 0.0% | +8.0% | 0.189% | |
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| 2/12/2026 | Forge Financial Services LLC | 4,481 | $204K | 0.1% | N/A | 0.062% | |
| 2/11/2026 | Smithbridge Asset Management Inc. DE | 7,036 | $320K | 0.0% | N/A | 0.098% | |
| 2/11/2026 | Winnow Wealth LLC | 2,779 | $128K | 0.1% | N/A | 0.039% | |
| 2/11/2026 | LPL Financial LLC | 334,046 | $15.18M | 0.0% | +12.5% | 4.646% | |
| 2/11/2026 | OneAscent Wealth Management LLC | 7,031 | $320K | 0.1% | -62.6% | 0.098% | |
| 2/11/2026 | OneAscent Financial Services LLC | 22,258 | $1.01M | 0.1% | -30.3% | 0.310% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 80,925 | $3.68M | 0.1% | +10.7% | 1.126% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 17,247 | $784K | 0.0% | +2.8% | 0.240% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 30,159 | $1.37M | 0.0% | +12.3% | 0.419% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 13,455 | $612K | 0.0% | +24.7% | 0.187% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 59,969 | $2.73M | 0.1% | -18.0% | 0.834% | |
| 2/6/2026 | Plan A Wealth LLC | 6,786 | $308K | 0.2% | -28.0% | 0.094% | |
| 2/6/2026 | Bare Financial Services Inc | 204,934 | $9.31M | 2.6% | +2.8% | 2.850% | |
| 2/6/2026 | IFP Advisors Inc | 2,909 | $132K | 0.0% | +18.4% | 0.040% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 56,341 | $2.56M | 0.2% | +22.1% | 0.784% | |
| 2/6/2026 | 3EDGE Asset Management LP | 5,646 | $257K | 0.0% | -10.3% | 0.079% | |
| 2/6/2026 | Larson Financial Group LLC | 4,016 | $183K | 0.0% | +25.9% | 0.056% | |
| 2/5/2026 | Allworth Financial LP | 23,770 | $1.08M | 0.0% | +12.5% | 0.331% | |
| 2/4/2026 | Independent Advisor Alliance | 5,072 | $231K | 0.0% | N/A | 0.071% | |
| 2/4/2026 | World Investment Advisors | 11,028 | $501K | 0.0% | N/A | 0.153% | |
| 2/4/2026 | Win Advisors Inc. | 16,706 | $759K | 0.3% | -50.0% | 0.232% | |
| 2/4/2026 | 49 Wealth Management LLC | 6,877 | $313K | 0.0% | -78.5% | 0.096% | |
| 2/3/2026 | Sound Financial Strategies Group LLC | 62,204 | $2.83M | 2.0% | +4.0% | 0.865% | |
| 2/3/2026 | Black Diamond Financial LLC | 7,800 | $355K | 0.0% | N/A | 0.108% | |
| 2/2/2026 | Benjamin Edwards Inc. | 35,499 | $1.61M | 0.0% | N/A | 0.494% | |
| 2/2/2026 | LVZ Inc. | 85,043 | $3.87M | 0.4% | +0.9% | 1.183% | |
| 1/30/2026 | Sigma Planning Corp | 5,551 | $252K | 0.0% | +9.3% | 0.077% | |
| 1/30/2026 | Turning Point Benefit Group Inc. | 46,248 | $2.10M | 1.1% | +40.6% | 0.643% | |
| 1/30/2026 | Strategic Blueprint LLC | 5,454 | $248K | 0.0% | -36.6% | 0.076% | |
| 1/30/2026 | Values First Advisors Inc. | 12,397 | $563K | 0.3% | +20.0% | 0.172% | |
| 1/30/2026 | Sound Stewardship LLC | 17,189 | $781K | 0.4% | +20.8% | 0.239% | |
| 1/28/2026 | N.E.W. Advisory Services LLC | 867 | $39K | 0.0% | +100.7% | 0.012% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 184,292 | $8.38M | 0.2% | +1.0% | 2.581% | |
| 1/27/2026 | Financial Advisory Corp | 23,885 | $1.09M | 0.2% | +6.5% | 0.335% | |
| 1/26/2026 | LifeWealth Investments LLC | 9,223 | $419K | 0.1% | N/A | 0.129% | |
| 1/26/2026 | O Connor Financial Group LLC | 38,252 | $1.81M | 0.7% | +1.9% | 0.536% | |
| 1/23/2026 | Farther Finance Advisors LLC | 5,649 | $257K | 0.0% | +71.0% | 0.079% | |
| 1/23/2026 | Assetmark Inc. | 4,340 | $197K | 0.0% | +350.2% | 0.061% | |
| 1/22/2026 | Christian Investment Advisors Inc. | 527,374 | $23.97M | 19.4% | +5.8% | 7.386% | |
| 1/22/2026 | Vicus Capital | 25,684 | $1.17M | 0.1% | +3.4% | 0.360% | |
| 1/20/2026 | Kavar Capital Partners Group LLC | 8,906 | $405K | 0.1% | +6.6% | 0.125% | |
| 1/16/2026 | HFG Wealth Management LLC | 4,997 | $227K | 0.1% | N/A | 0.070% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 85,333 | $3.92M | 0.3% | +7.7% | 1.204% | |
| 1/15/2026 | Brookstone Capital Management | 7,588 | $345K | 0.0% | +8.5% | 0.107% | |
| 1/13/2026 | CoreCap Advisors LLC | 12,046 | $547K | 0.0% | -9.9% | 0.171% | |
| 1/12/2026 | Founders Grove Wealth Partners LLC | 11,205 | $509K | 0.1% | +16.2% | 0.159% | |
| 1/9/2026 | First Heartland Consultants Inc. | 70,817 | $3.22M | 0.2% | +42.7% | 1.013% | |
| 1/9/2026 | BOS Asset Management LLC | 22,838 | $1.04M | 0.3% | N/A | 0.327% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 5,126 | $240K | 0.0% | N/A | 0.073% | |
| 1/7/2026 | TrueWealth Advisors LLC | 39,858 | $1.81M | 0.5% | +7.8% | 0.570% | |
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| 12/2/2025 | Allworth Financial LP | 21,129 | $978K | 0.0% | +15.7% | 0.302% | |
| 11/19/2025 | Faithward Advisors LLC | 189,069 | $8.75M | 1.3% | -0.6% | 2.705% | |
| 11/17/2025 | Turning Point Benefit Group Inc. | 32,895 | $1.52M | 0.9% | -4.0% | 0.471% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 35,547 | $1.65M | 0.0% | +28.4% | 0.509% | |
| 11/17/2025 | Susquehanna International Group LLP | 42,685 | $1.98M | 0.0% | +55.6% | 0.611% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 26,864 | $1.24M | 0.0% | +2.4% | 0.384% | |
| 11/17/2025 | Ameriprise Financial Inc. | 118,508 | $5.49M | 0.0% | +1.1% | 1.695% | |
| 11/14/2025 | Raymond James Financial Inc. | 47,600 | $2.20M | 0.0% | +4.9% | 0.681% | |
| 11/14/2025 | Nicolet Bankshares Inc. | 4,544 | $210K | 0.0% | N/A | 0.065% | |
| 11/12/2025 | 49 Wealth Management LLC | 31,947 | $1.48M | 0.1% | -15.4% | 0.457% | |