| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,514 | $297K | 0.0% | -12.9% | 0.031% | |
| 7/9/2026 | GoalVest Advisory LLC | 18,246 | $720K | 0.1% | N/A | 0.076% | |
| 7/8/2026 | Evanson Financial LLC | 8,000 | $316K | 0.0% | N/A | 0.033% | |
| 7/7/2026 | Paller Financial Services Inc | 71,486 | $2.82M | 2.1% | +2.0% | 0.298% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 7,857 | $310K | 0.0% | -64.4% | 0.033% | |
| 7/7/2026 | Pacific Excel Wealth Advisors Inc. | 5,530 | $218K | 0.1% | N/A | 0.023% | |
| 6/3/2026 | NewEdge Advisors LLC | 8,699 | $331K | 0.0% | -60.9% | 0.036% | |
| 5/19/2026 | Western Wealth Management LLC | 1,675 | $64K | 0.0% | N/A | 0.007% | |
| 5/18/2026 | Royal Bank of Canada | 41,356 | $1.57M | 0.0% | +26.5% | 0.172% | |
| 5/16/2026 | Jessup Wealth Management Inc | 13,276 | $505K | 0.2% | +25.1% | 0.055% | |
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| 5/15/2026 | Wealth Watch Advisors INC | 5,377 | $204K | 0.1% | +93.4% | 0.022% | |
| 5/14/2026 | Renaissance Technologies LLC | 25,300 | $962K | 0.0% | +30.4% | 0.105% | |
| 5/14/2026 | Hilltop Holdings Inc. | 6,056 | $230K | 0.0% | -5.9% | 0.025% | |
| 5/14/2026 | Compound Planning Inc. | 21,227 | $807K | 0.0% | +18.7% | 0.088% | |
| 5/13/2026 | Cetera Investment Advisers | 169,750 | $6.45M | 0.0% | -13.6% | 0.707% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 245,638 | $9.34M | 0.8% | +8.5% | 1.023% | |
| 5/5/2026 | Wealthfront Advisers LLC | 57,154 | $2.17M | 0.0% | +2.1% | 0.238% | |
| 5/5/2026 | Sanctuary Advisors LLC | 27,588 | $1.05M | 0.0% | +206.6% | 0.115% | |
| 5/5/2026 | Nwam LLC | 48,473 | $1.84M | 0.1% | -1.7% | 0.202% | |
| 5/2/2026 | Carnegie Investment Counsel | 7,963 | $303K | 0.0% | N/A | 0.033% | |
| 4/30/2026 | Kestra Advisory Services LLC | 13,380 | $509K | 0.0% | +12.6% | 0.056% | |
| 4/28/2026 | Paller Financial Services Inc | 70,109 | $2.67M | 2.2% | -0.4% | 0.292% | |
| 4/23/2026 | Midwest Financial Partners Investments Inc. | 186,264 | $7.08M | 3.8% | +0.7% | 0.776% | |
| 4/18/2026 | EdgeRock Capital LLC | 10,304 | $392K | 0.1% | -4.6% | 0.043% | |
| 4/17/2026 | Brookstone Capital Management | 45,408 | $1.73M | 0.0% | -5.2% | 0.189% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 12,170 | $580K | 0.0% | +87.8% | 0.051% | |
| 3/11/2026 | Larry Mathis Financial Planning LLC | 20,371 | $970K | 0.9% | N/A | 0.091% | |
| 2/19/2026 | Compound Planning Inc. | 17,883 | $852K | 0.0% | -7.4% | 0.080% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 13,179 | $628K | 0.0% | -32.5% | 0.059% | |
| 2/18/2026 | NewEdge Advisors LLC | 22,240 | $1.06M | 0.0% | +8.9% | 0.099% | |
| 2/17/2026 | Cetera Investment Advisers | 196,379 | $9.35M | 0.0% | +70.5% | 0.877% | |
| 2/17/2026 | Wealth Watch Advisors INC | 2,780 | $132K | 0.0% | +226.3% | 0.012% | |
| 2/17/2026 | Kovack Advisors Inc. | 5,702 | $272K | 0.0% | N/A | 0.025% | |
| 2/17/2026 | Osaic Holdings Inc. | 118,084 | $5.63M | 0.0% | +28.2% | 0.527% | |
| 2/17/2026 | Royal Bank of Canada | 32,696 | $1.56M | 0.0% | -6.4% | 0.146% | |
| 2/16/2026 | MML Investors Services LLC | 21,081 | $1.00M | 0.0% | +103.5% | 0.094% | |
| 2/16/2026 | Mariner LLC | 28,790 | $1.37M | 0.0% | -13.4% | 0.129% | |
| 2/16/2026 | Arax Advisory Partners | 1,070 | $51K | 0.0% | N/A | 0.005% | |
| 2/13/2026 | Kestra Advisory Services LLC | 11,887 | $566K | 0.0% | -7.7% | 0.053% | |
| 2/13/2026 | Stifel Financial Corp | 28,361 | $1.35M | 0.0% | +23.7% | 0.127% | |
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| 2/13/2026 | Smartleaf Asset Management LLC | 3,032 | $147K | 0.0% | N/A | 0.014% | |
| 2/13/2026 | Ieq Capital LLC | 78,098 | $3.72M | 0.0% | -23.4% | 0.349% | |
| 2/13/2026 | Wells Fargo & Company MN | 225,945 | $10.76M | 0.0% | +31.3% | 1.009% | |
| 2/13/2026 | Quadrant Capital Group LLC | 1,000 | $48K | 0.0% | N/A | 0.004% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 1,517 | $72K | 0.0% | -48.0% | 0.007% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 47,896 | $2.28M | 0.0% | -1.4% | 0.214% | |
| 2/12/2026 | StoneX Group Inc. | 6,595 | $315K | 0.0% | -12.5% | 0.029% | |
| 2/12/2026 | Renaissance Technologies LLC | 19,400 | $924K | 0.0% | -16.0% | 0.087% | |
| 2/12/2026 | Titleist Asset Management LLC | 104,267 | $4.97M | 0.4% | -0.7% | 0.465% | |
| 2/11/2026 | M Holdings Securities Inc. | 18,188 | $866K | 0.1% | N/A | 0.081% | |
| 2/11/2026 | Jessup Wealth Management Inc | 10,611 | $505K | 0.2% | N/A | 0.047% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 4,412 | $210K | 0.0% | -23.2% | 0.020% | |
| 2/11/2026 | VVR Holdings LLC | 5,820 | $277K | 0.1% | N/A | 0.026% | |
| 2/11/2026 | Cerity Partners LLC | 5,562 | $265K | 0.0% | +8.5% | 0.025% | |
| 2/11/2026 | LPL Financial LLC | 720,796 | $34.33M | 0.0% | -32.3% | 3.218% | |
| 2/11/2026 | Prudential PLC | 125,210 | $5.96M | 0.0% | -5.8% | 0.559% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 5,590 | $266K | 0.0% | -4.8% | 0.025% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 14,370 | $684K | 0.0% | N/A | 0.064% | |
| 2/10/2026 | Bridges Investment Management Inc. | 10,468 | $499K | 0.0% | -2.5% | 0.047% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 40,799 | $1.94M | 0.0% | +215.4% | 0.182% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 115,775 | $5.51M | 0.1% | +1,453.0% | 0.517% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 226,495 | $10.79M | 0.9% | +0.3% | 1.011% | |
| 2/6/2026 | Midwest Financial Partners Investments Inc. | 184,931 | $8.81M | 4.9% | N/A | 0.826% | |
| 2/6/2026 | IFP Advisors Inc | 2,393 | $114K | 0.0% | -35.1% | 0.011% | |
| 2/6/2026 | HighTower Advisors LLC | 19,821 | $944K | 0.0% | -9.3% | 0.088% | |
| 2/5/2026 | Stephens Inc. AR | 9,433 | $449K | 0.0% | -37.2% | 0.042% | |
| 2/5/2026 | AlphaCore Capital LLC | 900 | $43K | 0.0% | N/A | 0.004% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 178,033 | $8.48M | 0.0% | +1,276.3% | 0.795% | |
| 2/4/2026 | Byrne Financial Freedom LLC | 127,736 | $6.08M | 2.8% | -5.4% | 0.570% | |
| 2/4/2026 | Nwam LLC | 49,305 | $2.35M | 0.1% | -6.1% | 0.220% | |
| 1/30/2026 | Wealthfront Advisers LLC | 55,993 | $2.67M | 0.0% | +8.3% | 0.250% | |
| 1/29/2026 | Comerica Bank | 4,140 | $197K | 0.0% | +245.9% | 0.018% | |
| 1/29/2026 | UBS Group AG | 335,261 | $15.97M | 0.0% | +4.6% | 1.470% | |
| 1/29/2026 | Sanctuary Advisors LLC | 8,998 | $429K | 0.0% | -55.4% | 0.039% | |
| 1/29/2026 | Financial Life Planners | 56,084 | $2.67M | 1.9% | +13.0% | 0.246% | |
| 1/27/2026 | TD Waterhouse Canada Inc. | 7,932 | $378K | 0.0% | -3.7% | 0.035% | |
| 1/27/2026 | Elevated Capital Advisors LLC | 623 | $30K | 0.0% | N/A | 0.003% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 17,969 | $856K | 0.0% | +26.2% | 0.079% | |
| 1/26/2026 | CWM LLC | 57,490 | $2.74M | 0.0% | +1.2% | 0.252% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,378 | $161K | 0.0% | +14.7% | 0.015% | |
| 1/23/2026 | Optima Capital LLC | 2,255 | $107K | 0.0% | N/A | 0.010% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 14,288 | $681K | 0.1% | -9.0% | 0.062% | |
| 1/22/2026 | Curran Financial Partners LLC | 15,156 | $722K | 0.1% | +34.3% | 0.066% | |
| 1/21/2026 | Kraematon Investment Advisors Inc. | 4,974 | $237K | 0.2% | -5.0% | 0.022% | |
| 1/21/2026 | MBA Advisors LLC | 7,860 | $374K | 0.2% | +3.0% | 0.034% | |
| 1/15/2026 | Paller Financial Services Inc | 70,378 | $3.35M | 2.7% | N/A | 0.307% | |
| 1/15/2026 | Brookstone Capital Management | 47,911 | $2.28M | 0.0% | -2.4% | 0.209% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 4,694 | $224K | 0.0% | -9.7% | 0.020% | |
| 1/14/2026 | EdgeRock Capital LLC | 10,797 | $514K | 0.1% | +44.1% | 0.047% | |
| 1/12/2026 | Archer Investment Management LLC | 24,672 | $1.18M | 0.6% | -33.7% | 0.108% | |
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| 1/9/2026 | First Heartland Consultants Inc. | 15,028 | $716K | 0.1% | -9.7% | 0.065% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 22,182 | $1.06M | 0.0% | +178.3% | 0.096% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 10,103 | $504K | 0.0% | +5.4% | 0.044% | |
| 1/1/2026 | JPMorgan Chase & Co. | 36,952 | $2.10M | 0.0% | -2.0% | 0.163% | |
| 12/2/2025 | IFP Advisors Inc | 3,688 | $209K | 0.0% | -8.4% | 0.016% | |
| 11/20/2025 | Centaurus Financial Inc. | 12,493 | $710K | 0.0% | +17.1% | 0.055% | |
| 11/19/2025 | Sunbelt Securities Inc. | 580 | $33K | 0.0% | N/A | 0.003% | |
| 11/18/2025 | Advisory Services Network LLC | 1,699 | $97K | 0.0% | N/A | 0.007% | |
| 11/17/2025 | Palisade Asset Management LLC | 900 | $51K | 0.0% | N/A | 0.004% | |
| 11/17/2025 | NewEdge Advisors LLC | 20,421 | $1.16M | 0.0% | +29.9% | 0.090% | |