| 10/15/2026 | Walser Wealth Management Company A Ltd Liability Co | 1,856 | $297K | 0.1% | N/A | 0.013% | |
| 10/15/2026 | AdvisorNet Financial Inc | 66,205 | $10.57M | 0.5% | +65.6% | 0.466% | |
| 10/8/2026 | CoreCap Advisors LLC | 503 | $81K | 0.0% | -26.7% | 0.004% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 47,393 | $6.87M | 0.0% | +55.7% | 0.334% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 2,123 | $308K | 0.0% | N/A | 0.015% | |
| 9/9/2026 | NewEdge Advisors LLC | 3,872 | $561K | 0.0% | +6.8% | 0.027% | |
| 9/9/2026 | Baird Financial Group Inc. | 1,553 | $225K | 0.0% | N/A | 0.011% | |
| 9/8/2026 | Allworth Financial LP | 3,384 | $490K | 0.0% | -17.3% | 0.024% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 12,996 | $1.88M | 0.0% | +65.5% | 0.092% | |
| 8/22/2026 | NWF Advisory Services Inc. | 1,529 | $221K | 0.0% | N/A | 0.011% | |
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| 8/22/2026 | Concurrent Investment Advisors LLC | 2,516 | $364K | 0.0% | -7.8% | 0.018% | |
| 8/21/2026 | EMC Capital Management | 4,880 | $712K | 0.3% | N/A | 0.034% | |
| 7/10/2026 | Lam Group Inc. | 6,560 | $950K | 0.5% | +126.2% | 0.046% | |
| 6/18/2026 | Western Wealth Management LLC | 7,720 | $931K | 0.0% | +15.7% | 0.054% | |
| 6/3/2026 | NewEdge Advisors LLC | 3,626 | $437K | 0.0% | -49.0% | 0.026% | |
| 5/19/2026 | Western Wealth Management LLC | 7,720 | $931K | 0.0% | +15.7% | 0.054% | |
| 5/19/2026 | Bank of America Corp DE | 307,402 | $37.08M | 0.0% | -13.5% | 2.165% | |
| 5/18/2026 | Royal Bank of Canada | 23,277 | $2.81M | 0.0% | -1.7% | 0.164% | |
| 5/15/2026 | Wealth Watch Advisors INC | 2,163 | $261K | 0.1% | +95.6% | 0.015% | |
| 5/14/2026 | Renaissance Technologies LLC | 5,300 | $639K | 0.0% | -41.8% | 0.037% | |
| 5/13/2026 | Cetera Investment Advisers | 50,376 | $6.08M | 0.0% | -13.1% | 0.355% | |
| 5/8/2026 | Pacific Sun Financial Corp | 6,362 | $767K | 0.4% | -3.3% | 0.045% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 509 | $61K | 0.0% | N/A | 0.004% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 33,908 | $4.09M | 0.4% | +2.3% | 0.239% | |
| 5/6/2026 | Independent Financial Group LLC | 1,857 | $224K | 0.0% | N/A | 0.013% | |
| 5/5/2026 | Wealthfront Advisers LLC | 21,131 | $2.55M | 0.0% | +14.1% | 0.149% | |
| 5/5/2026 | Sigma Planning Corp | 4,080 | $492K | 0.0% | +14.8% | 0.029% | |
| 5/1/2026 | Sovran Advisors LLC | 2,096 | $253K | 0.0% | -36.3% | 0.015% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 1,682 | $203K | 0.0% | N/A | 0.012% | |
| 5/1/2026 | Relyea Zuckerberg Hanson LLC | 55,476 | $6.69M | 0.7% | -1.0% | 0.391% | |
| 4/30/2026 | Kestra Advisory Services LLC | 126,005 | $15.20M | 0.1% | +5.2% | 0.887% | |
| 4/27/2026 | Baer Investment Advisory LLC | 22,816 | $2.75M | 0.3% | N/A | 0.161% | |
| 4/27/2026 | Private Advisor Group LLC | 29,067 | $3.51M | 0.0% | -0.8% | 0.205% | |
| 4/23/2026 | Intrua Financial LLC | 4,650 | $561K | 0.1% | -4.1% | 0.033% | |
| 4/23/2026 | Financial Guidance Group Inc. | 21,385 | $2.58M | 1.0% | -11.6% | 0.151% | |
| 4/22/2026 | Lam Group Inc. | 2,900 | $350K | 0.2% | -6.5% | 0.020% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 75,584 | $9.12M | 0.0% | +8.0% | 0.532% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 9,033 | $1.09M | 0.0% | +20.8% | 0.064% | |
| 4/20/2026 | Hilton Head Capital Partners LLC | 298 | $36K | 0.0% | +213.7% | 0.002% | |
| 4/17/2026 | Wealth Management Partners LLC | 34,143 | $4.12M | 1.2% | +4.6% | 0.240% | |
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| 4/17/2026 | Certified Advisory Corp | 1,676 | $202K | 0.0% | N/A | 0.012% | |
| 4/17/2026 | AdvisorNet Financial Inc | 36,687 | $4.43M | 0.2% | +4.6% | 0.258% | |
| 4/17/2026 | Sterling Investment Counsel LLC | 10,769 | $1.30M | 0.4% | +9.3% | 0.076% | |
| 4/17/2026 | Brookstone Capital Management | 22,686 | $2.74M | 0.0% | -15.2% | 0.160% | |
| 4/16/2026 | SG Americas Securities LLC | 893 | $108K | 0.0% | -74.0% | 0.006% | |
| 4/16/2026 | Paladin Wealth LLC | 3,418 | $412K | 0.3% | +40.5% | 0.024% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 2,455 | $296K | 0.0% | -59.0% | 0.017% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 2,077 | $307K | 0.0% | -12.8% | 0.015% | |
| 3/16/2026 | Osbon Capital Management LLC | 6,081 | $898K | 0.8% | N/A | 0.043% | |
| 2/23/2026 | Walser Wealth Management Company A Ltd Liability Co | 1,597 | $236K | 0.1% | N/A | 0.012% | |
| 2/20/2026 | White Knight Strategic Wealth Advisors LLC | 2,797 | $413K | 0.3% | +24.9% | 0.021% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 8,393 | $1.24M | 0.0% | +30.7% | 0.062% | |
| 2/18/2026 | EP Wealth Advisors LLC | 2,529 | $374K | 0.0% | N/A | 0.019% | |
| 2/18/2026 | NewEdge Advisors LLC | 7,107 | $1.05M | 0.0% | +26.5% | 0.052% | |
| 2/18/2026 | VestGen Advisors LLC | 10,033 | $1.48M | 0.1% | N/A | 0.074% | |
| 2/17/2026 | Cetera Investment Advisers | 57,965 | $8.56M | 0.0% | -11.3% | 0.426% | |
| 2/17/2026 | Wealth Watch Advisors INC | 1,106 | $163K | 0.1% | +302.2% | 0.008% | |
| 2/17/2026 | Osaic Holdings Inc. | 79,509 | $11.75M | 0.0% | -11.8% | 0.585% | |
| 2/17/2026 | Private Advisor Group LLC | 29,300 | $4.33M | 0.0% | -6.9% | 0.215% | |
| 2/17/2026 | Royal Bank of Canada | 23,674 | $3.50M | 0.0% | +0.7% | 0.174% | |
| 2/16/2026 | MML Investors Services LLC | 19,439 | $2.87M | 0.0% | +7.2% | 0.143% | |
| 2/16/2026 | Mariner LLC | 21,394 | $3.16M | 0.0% | +5.2% | 0.157% | |
| 2/16/2026 | 17 Capital Partners LLC | 6,923 | $1.02M | 0.5% | -7.8% | 0.051% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 24,275 | $3.59M | 0.0% | -8.0% | 0.178% | |
| 2/13/2026 | Kestra Advisory Services LLC | 119,754 | $17.69M | 0.1% | +1.4% | 0.881% | |
| 2/13/2026 | Advyzon Investment Management LLC | 2,694 | $398K | 0.0% | +85.8% | 0.020% | |
| 2/13/2026 | Safe Harbor Wealth Advisors LLC | 3,276 | $484K | 0.5% | N/A | 0.024% | |
| 2/13/2026 | Morgan Stanley | 780,087 | $115.24M | 0.0% | -0.4% | 5.736% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 1,810 | $267K | 0.0% | -12.3% | 0.013% | |
| 2/13/2026 | Golden State Wealth Management LLC | 868 | $128K | 0.0% | +247.2% | 0.006% | |
| 2/13/2026 | Wells Fargo & Company MN | 620 | $92K | 0.0% | +28.9% | 0.005% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 3,757 | $555K | 0.0% | +160.0% | 0.028% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 72,996 | $10.78M | 0.0% | +0.7% | 0.537% | |
| 2/12/2026 | StoneX Group Inc. | 6,182 | $913K | 0.0% | +8.3% | 0.045% | |
| 2/12/2026 | Renaissance Technologies LLC | 9,100 | $1.34M | 0.0% | -66.0% | 0.067% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 20,284 | $3.00M | 0.0% | +4.5% | 0.149% | |
| 2/12/2026 | Betterment LLC | 6,695 | $989K | 0.0% | -14.2% | 0.049% | |
| 2/12/2026 | Bank of Montreal Can | 562 | $83K | 0.0% | -35.6% | 0.004% | |
| 2/12/2026 | Mosley Wealth Management | 6,462 | $955K | 0.4% | N/A | 0.048% | |
| 2/12/2026 | Mattson Financial Services LLC | 29,401 | $4.34M | 1.0% | +7.9% | 0.216% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 70,014 | $10.34M | 0.0% | +2.9% | 0.515% | |
| 2/11/2026 | Simplex Trading LLC | 619 | $91K | 0.0% | N/A | 0.005% | |
| 2/11/2026 | VVR Holdings LLC | 1,871 | $276K | 0.1% | N/A | 0.014% | |
| 2/11/2026 | LPL Financial LLC | 295,571 | $43.67M | 0.0% | -8.5% | 2.173% | |
| 2/11/2026 | Prudential PLC | 43,650 | $6.45M | 0.1% | -24.4% | 0.321% | |
| 2/11/2026 | Verus Capital Partners LLC | 1,535 | $227K | 0.0% | -31.5% | 0.011% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 33,158 | $4.90M | 0.5% | -10.2% | 0.244% | |
| 2/10/2026 | Lido Advisors LLC | 1,297 | $211K | 0.0% | N/A | 0.010% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 7,013 | $1.04M | 0.0% | +19.2% | 0.052% | |
| 2/10/2026 | Calton & Associates Inc. | 1,701 | $251K | 0.0% | -7.5% | 0.013% | |
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| 2/10/2026 | IAG Wealth Partners LLC | 445 | $66K | 0.0% | -19.4% | 0.003% | |
| 2/10/2026 | Root Financial Partners LLC | 195 | $29K | 0.0% | -34.3% | 0.001% | |
| 2/10/2026 | One Capital Management LLC | 10,838 | $1.60M | 0.0% | -13.0% | 0.080% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 154,089 | $22.76M | 0.0% | +3.6% | 1.133% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 537,572 | $79.42M | 1.0% | +200.9% | 3.953% | |
| 2/9/2026 | Integrity Alliance LLC. | 5,078 | $750K | 0.0% | +2.4% | 0.037% | |
| 2/9/2026 | Marshall Investment Management LLC | 19,091 | $2.82M | 1.4% | -5.1% | 0.140% | |
| 2/9/2026 | Kuhn & Co Investment Counsel | 2,000 | $295K | 0.2% | N/A | 0.015% | |
| 2/9/2026 | Prospera Financial Services Inc | 13,700 | $2.03M | 0.0% | -2.0% | 0.101% | |
| 2/6/2026 | Copia Wealth Management | 13,032 | $1.93M | 1.4% | -3.0% | 0.096% | |