| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,276 | $642K | 0.1% | +4.4% | 0.297% | |
| 7/7/2026 | Balefire LLC | 8,509 | $383K | 0.1% | +43.1% | 0.177% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 166,581 | $7.49M | 0.2% | N/A | 3.470% | |
| 7/7/2026 | Avior Wealth Management LLC | 708,022 | $31.84M | 0.8% | N/A | 14.750% | |
| 7/6/2026 | Trilogy Capital Inc. | 81,813 | $3.68M | 0.1% | +26.0% | 1.704% | |
| 6/12/2026 | S&A Financial Services Inc. | 67,245 | $3.00M | 2.1% | N/A | 1.401% | |
| 5/21/2026 | Kensington Asset Management LLC | 68,712 | $3.06M | 0.1% | +6.2% | 1.432% | |
| 5/19/2026 | Bank of America Corp DE | 405,460 | $18.06M | 0.0% | N/A | 8.447% | |
| 5/19/2026 | Arkadios Wealth Advisors | 8,298 | $370K | 0.0% | +63.5% | 0.173% | |
| 5/18/2026 | Royal Bank of Canada | 1,293,694 | $57.62M | 0.0% | +75.6% | 26.952% | |
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| 5/14/2026 | Modern Wealth Management LLC | 471,068 | $20.93M | 0.4% | +2.0% | 9.814% | |
| 5/14/2026 | Lido Advisors LLC | 26,004 | $1.16M | 0.0% | -5.3% | 0.542% | |
| 5/13/2026 | Cetera Investment Advisers | 167,958 | $7.48M | 0.0% | +162.5% | 3.499% | |
| 5/13/2026 | First Trust Advisors LP | 8,151 | $363K | 0.0% | +3.3% | 0.170% | |
| 5/7/2026 | Balefire LLC | 5,945 | $265K | 0.0% | N/A | 0.124% | |
| 5/5/2026 | Bank of New York Mellon Corp | 549,525 | $24.48M | 0.0% | -6.6% | 11.448% | |
| 5/5/2026 | Sanctuary Advisors LLC | 10,937 | $487K | 0.0% | +8.2% | 0.228% | |
| 5/1/2026 | Fifth Third Bancorp | 60,428 | $2.69M | 0.0% | N/A | 1.259% | |
| 4/30/2026 | Kestra Advisory Services LLC | 11,060 | $493K | 0.0% | +1,370.7% | 0.230% | |
| 4/30/2026 | Base Wealth Management LLC | 36,087 | $1.61M | 0.9% | -2.7% | 0.752% | |
| 4/27/2026 | Private Advisor Group LLC | 190,859 | $8.50M | 0.0% | +155.9% | 3.976% | |
| 4/27/2026 | Trademark Financial Management LLC | 14,040 | $625K | 0.3% | +17.5% | 0.293% | |
| 4/23/2026 | BXM Wealth LLC | 9,875 | $440K | 0.3% | +33.0% | 0.206% | |
| 4/22/2026 | Trilogy Capital Inc. | 64,927 | $2.89M | 0.1% | +72.3% | 1.353% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 16,044 | $715K | 0.0% | +20.5% | 0.334% | |
| 4/18/2026 | Nottingham Advisors Inc. | 297,415 | $13.25M | 1.7% | +6.2% | 6.196% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 5,047 | $225K | 0.1% | N/A | 0.105% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 25,000 | $1.11M | 0.1% | +74.8% | 0.521% | |
| 3/9/2026 | Rubicon Advisors GP | 10,070 | $406K | 0.4% | N/A | 0.210% | |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 8,402 | $339K | 0.1% | -7.2% | 0.175% | |
| 2/17/2026 | Cetera Investment Advisers | 63,976 | $2.58M | 0.0% | N/A | 1.333% | |
| 2/17/2026 | Equitable Holdings Inc. | 19,947 | $805K | 0.0% | -8.8% | 0.416% | |
| 2/17/2026 | Osaic Holdings Inc. | 102,619 | $4.14M | 0.0% | +59.6% | 2.138% | |
| 2/17/2026 | Private Advisor Group LLC | 74,586 | $3.01M | 0.0% | -46.9% | 1.554% | |
| 2/17/2026 | &PARTNERS | 49,092 | $1.98M | 0.0% | +6.9% | 1.023% | |
| 2/17/2026 | Royal Bank of Canada | 736,563 | $29.71M | 0.0% | +2,378.6% | 15.345% | |
| 2/16/2026 | Sovereign Investment Advisors LLC | 681,004 | $27.62M | 6.9% | +8.4% | 14.188% | |
| 2/16/2026 | Kensington Asset Management LLC | 64,716 | $2.62M | 0.1% | +47.6% | 1.348% | |
| 2/13/2026 | Kestra Advisory Services LLC | 752 | $30K | 0.0% | N/A | 0.016% | |
| 2/13/2026 | Morgan Stanley | 1,651,431 | $66.62M | 0.0% | +279.9% | 34.405% | |
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| 2/13/2026 | Arkadios Wealth Advisors | 5,075 | $205K | 0.0% | N/A | 0.106% | |
| 2/13/2026 | First Trust Advisors LP | 7,893 | $318K | 0.0% | +3.5% | 0.164% | |
| 2/12/2026 | Jane Street Group LLC | 12,926 | $521K | 0.0% | +28.5% | 0.269% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 31,236 | $1.26M | 0.0% | +101.0% | 0.651% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 29,857 | $1.20M | 0.0% | -8.0% | 0.622% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 12,166 | $491K | 0.0% | +9.0% | 0.253% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 3,084 | $124K | 0.0% | +516.8% | 0.064% | |
| 2/11/2026 | LPL Financial LLC | 1,078,957 | $43.53M | 0.0% | +34.0% | 22.478% | |
| 2/10/2026 | Bank of New York Mellon Corp | 588,393 | $23.74M | 0.0% | -1.9% | 12.258% | |
| 2/10/2026 | Waterloo Capital L.P. | 68,095 | $2.75M | 0.2% | N/A | 1.419% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 39,614 | $1.60M | 0.0% | +279.2% | 0.825% | |
| 2/6/2026 | 3EDGE Asset Management LP | 66,271 | $2.67M | 0.1% | +8.1% | 1.381% | |
| 2/6/2026 | HighTower Advisors LLC | 39,306 | $1.59M | 0.0% | +6.1% | 0.819% | |
| 2/5/2026 | PCG Wealth Advisors LLC | 8,846 | $357K | 0.1% | N/A | 0.184% | |
| 2/4/2026 | Community Bank N.A. | 77,949 | $3.14M | 0.4% | +0.3% | 1.624% | |
| 2/3/2026 | Encompass More Asset Management | 10,992 | $443K | 0.1% | N/A | 0.229% | |
| 1/29/2026 | Comerica Bank | 52,744 | $2.13M | 0.0% | N/A | 1.099% | |
| 1/29/2026 | Sanctuary Advisors LLC | 10,109 | $408K | 0.0% | +6.7% | 0.211% | |
| 1/29/2026 | Courier Capital LLC | 100,807 | $4.07M | 0.2% | +27.7% | 2.100% | |
| 1/28/2026 | Aureum Wealth Management LLC | 49,745 | $2.01M | 1.9% | N/A | 1.036% | |
| 1/28/2026 | Trademark Financial Management LLC | 11,944 | $482K | 0.3% | +18.3% | 0.249% | |
| 1/26/2026 | Legacy CG LLC | 442,146 | $17.84M | 5.0% | -8.5% | 9.211% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 14,305 | $577K | 0.0% | N/A | 0.298% | |
| 1/26/2026 | CWM LLC | 316,285 | $12.76M | 0.0% | +5.2% | 6.589% | |
| 1/23/2026 | Smith Moore & CO. | 8,272 | $334K | 0.0% | -4.6% | 0.172% | |
| 1/22/2026 | Trilogy Capital Inc. | 37,675 | $1.52M | 0.1% | +186.6% | 0.785% | |
| 1/21/2026 | Base Wealth Management LLC | 37,081 | $1.50M | 0.8% | +8.4% | 0.773% | |
| 1/20/2026 | BXM Wealth LLC | 7,425 | $279K | 0.0% | -51.7% | 0.155% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 8,391 | $338K | 0.0% | N/A | 0.175% | |
| 1/20/2026 | Stratos Investment Management LLC | 20,341 | $821K | 0.0% | +3.3% | 0.424% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 36,607 | $1.49M | 0.0% | -8.3% | 0.763% | |
| 1/6/2026 | WealthCare Investment Partners LLC | 13,153 | $538K | 0.2% | N/A | 0.274% | |
| 1/2/2026 | Insight Wealth Strategies LLC | 263,394 | $10.63M | 1.2% | +5.4% | 5.487% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 13,378 | $521K | 0.0% | +3.6% | 0.279% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 10,447 | $407K | 0.0% | N/A | 0.218% | |
| 11/17/2025 | Lido Advisors LLC | 27,463 | $1.07M | 0.0% | -2.1% | 0.572% | |
| 11/17/2025 | Citadel Advisors LLC | 23,903 | $931K | 0.0% | +120.3% | 0.498% | |
| 11/14/2025 | Raymond James Financial Inc. | 263,176 | $10.25M | 0.0% | N/A | 5.483% | |
| 11/14/2025 | Equitable Holdings Inc. | 21,882 | $852K | 0.0% | +43.6% | 0.456% | |
| 11/13/2025 | Private Advisor Group LLC | 140,450 | $5.47M | 0.0% | +38.9% | 2.926% | |
| 11/13/2025 | First Trust Advisors LP | 7,625 | $297K | 0.0% | N/A | 0.159% | |
| 11/13/2025 | Modern Wealth Management LLC | 454,450 | $17.69M | 0.3% | N/A | 9.468% | |
| 11/12/2025 | Smith Moore & CO. | 8,675 | $338K | 0.0% | -10.5% | 0.181% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 15,543 | $605K | 0.0% | +8.1% | 0.324% | |
| 11/7/2025 | HighTower Advisors LLC | 37,030 | $1.44M | 0.0% | +4.7% | 0.771% | |
| 11/6/2025 | Stratos Investment Management LLC | 19,694 | $767K | 0.0% | +8.1% | 0.410% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 41,560 | $1.62M | 0.0% | +3.9% | 0.866% | |
| 10/30/2025 | 3EDGE Asset Management LP | 61,308 | $2.39M | 0.1% | N/A | 1.277% | |
| 10/29/2025 | Courier Capital LLC | 78,952 | $3.07M | 0.2% | +13.2% | 1.645% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 39,934 | $1.53M | 0.0% | -1.0% | 0.832% | |
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| 10/28/2025 | BXM Wealth LLC | 15,375 | $599K | 0.6% | N/A | 0.320% | |
| 10/24/2025 | Trilogy Capital Inc. | 13,145 | $512K | 0.0% | N/A | 0.274% | |
| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 40,565 | $1.58M | 0.2% | +33.8% | 0.845% | |
| 10/23/2025 | Legacy CG LLC | 483,456 | $18.82M | 5.3% | +7.4% | 10.072% | |
| 10/22/2025 | Nottingham Advisors Inc. | 280,130 | $10.91M | 1.5% | +2.8% | 5.836% | |
| 10/20/2025 | Base Wealth Management LLC | 34,220 | $1.33M | 0.8% | +59.2% | 0.713% | |
| 10/15/2025 | CWM LLC | 300,572 | $11.70M | 0.0% | +24.5% | 6.262% | |
| 10/9/2025 | Astoria Portfolio Advisors LLC. | 9,053 | $350K | 0.1% | +14.1% | 0.189% | |
| 10/6/2025 | Insight Wealth Strategies LLC | 249,815 | $9.73M | 1.1% | +4.9% | 5.204% | |
| 9/19/2025 | Base Wealth Management LLC | 21,499 | $844K | 0.5% | N/A | 0.448% | |