| 7/9/2026 | Worth Asset Management LLC | 14,527 | $531K | 0.2% | -45.1% | 0.007% | |
| 7/1/2026 | Noble Wealth Management PBC | 107,370 | $3.92M | 1.8% | -6.2% | 0.050% | |
| 6/3/2026 | Parallel Advisors LLC | 16,800 | $567K | 0.0% | +546.4% | 0.008% | |
| 5/28/2026 | Cozad Asset Management Inc. | 34,014 | $1.15M | 0.1% | +9.5% | 0.016% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 42,744 | $1.44M | 1.0% | +1.1% | 0.020% | |
| 5/19/2026 | Arkadios Wealth Advisors | 415,315 | $14.03M | 0.2% | +99.3% | 0.192% | |
| 5/19/2026 | Claris Financial LLC | 37,456 | $1.27M | 0.7% | +7.4% | 0.017% | |
| 5/18/2026 | Sunbelt Securities Inc. | 46,708 | $1.58M | 0.1% | +62.1% | 0.022% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 46,541 | $1.57M | 0.0% | -17.5% | 0.022% | |
| 5/15/2026 | FreeGulliver LLC | 230,829 | $7.80M | 3.3% | +0.2% | 0.107% | |
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| 5/7/2026 | Symphony Financial Services Inc. | 491,555 | $16.60M | 8.5% | +5.5% | 0.228% | |
| 5/7/2026 | Parallel Advisors LLC | 16,800 | $567K | 0.0% | +546.4% | 0.008% | |
| 5/6/2026 | MTM Investment Management LLC | 7,150 | $241K | 0.1% | +138.3% | 0.003% | |
| 5/6/2026 | FSA Advisors Inc. | 23,737 | $802K | 0.5% | -33.1% | 0.011% | |
| 5/1/2026 | Compass Financial Services Inc | 62,850 | $2.12M | 0.9% | +62,750.0% | 0.029% | |
| 4/24/2026 | Prism Advisors Inc. | 89,013 | $3.01M | 0.8% | -1.0% | 0.041% | |
| 4/23/2026 | Wiser Advisor Group LLC | 116,116 | $3.92M | 4.7% | +123.9% | 0.054% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,280,580 | $43.25M | 0.1% | +17.1% | 0.593% | |
| 4/20/2026 | Heritage Wealth Management Inc. | 38,884 | $1.31M | 0.7% | +2.4% | 0.018% | |
| 4/20/2026 | Hilton Head Capital Partners LLC | 140,427 | $4.74M | 2.7% | +5.0% | 0.065% | |
| 4/17/2026 | Worth Asset Management LLC | 26,452 | $893K | 0.3% | +3.4% | 0.012% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 50,288 | $1.70M | 0.1% | +6.1% | 0.023% | |
| 2/20/2026 | Sunbelt Securities Inc. | 28,809 | $987K | 0.1% | +324.0% | 0.013% | |
| 2/19/2026 | Claris Financial LLC | 34,865 | $1.19M | 0.6% | N/A | 0.016% | |
| 2/18/2026 | Ameriflex Group Inc. | 30,017 | $1.03M | 0.5% | +36.5% | 0.014% | |
| 2/18/2026 | IHT Wealth Management LLC | 1,679,663 | $57.55M | 1.4% | +9.5% | 0.778% | |
| 2/17/2026 | Advisory Services Network LLC | 23,859 | $817K | 0.0% | +20.6% | 0.011% | |
| 2/17/2026 | Captrust Financial Advisors | 44,724 | $1.53M | 0.0% | -7.3% | 0.021% | |
| 2/17/2026 | Royal Bank of Canada | 4,797,326 | $164.36M | 0.0% | +3.0% | 2.221% | |
| 2/13/2026 | Arkadios Wealth Advisors | 208,404 | $7.14M | 0.1% | +15.6% | 0.096% | |
| 2/12/2026 | FreeGulliver LLC | 230,454 | $7.90M | 2.9% | -0.3% | 0.107% | |
| 2/12/2026 | Titleist Asset Management LLC | 41,750 | $1.43M | 0.1% | N/A | 0.019% | |
| 2/12/2026 | Symphony Financial Services Inc. | 465,822 | $15.96M | 8.2% | +5.9% | 0.216% | |
| 2/12/2026 | Wedbush Securities Inc. | 148,126 | $5.08M | 0.1% | +6.3% | 0.069% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 1,093,935 | $37.48M | 0.1% | +1.8% | 0.506% | |
| 2/11/2026 | JPMorgan Chase & Co. | 154,002 | $5.28M | 0.0% | +2.1% | 0.071% | |
| 2/11/2026 | Hilton Head Capital Partners LLC | 133,767 | $4.58M | 2.7% | N/A | 0.062% | |
| 2/11/2026 | Mascagni Wealth Management Inc. | 42,259 | $1.45M | 1.1% | -1.8% | 0.020% | |
| 2/11/2026 | Parallel Advisors LLC | 2,599 | $89K | 0.0% | N/A | 0.001% | |
| 2/10/2026 | Tidemark LLC | 285,814 | $9.79M | 2.8% | N/A | 0.132% | |
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| 2/10/2026 | Twin Peaks Wealth Advisors LLC | 253,138 | $8.77M | 2.6% | -2.0% | 0.117% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 13,123 | $449K | 0.0% | +14.6% | 0.006% | |
| 2/10/2026 | Murphy & Mullick Capital Management Corp | 11,550 | $396K | 0.3% | +8.5% | 0.005% | |
| 2/9/2026 | PSI Advisors LLC | 558,502 | $19.13M | 4.8% | +4.1% | 0.259% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 10,033 | $344K | 0.0% | +30.2% | 0.005% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 42,896 | $1.47M | 0.2% | -1.2% | 0.020% | |
| 2/9/2026 | Wiser Advisor Group LLC | 51,851 | $1.78M | 2.0% | +148.8% | 0.024% | |
| 2/6/2026 | GPS Wealth Strategies Group LLC | 17,716 | $607K | 0.5% | -79.1% | 0.008% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 56,435 | $1.93M | 0.1% | +51.8% | 0.026% | |
| 2/6/2026 | Gradient Capital Advisors LLC | 6,382 | $219K | 0.1% | N/A | 0.003% | |
| 2/6/2026 | Keystone Financial Group | 379,123 | $12.99M | 1.0% | +226.6% | 0.176% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 166,022 | $5.69M | 0.4% | +26.9% | 0.077% | |
| 2/6/2026 | Synergy Investment Management LLC | 23,411 | $802K | 0.3% | -4.5% | 0.011% | |
| 2/5/2026 | Cambridge Investment Research Advisors Inc. | 3,262,912 | $111.79M | 0.3% | +14.7% | 1.511% | |
| 2/5/2026 | USAdvisors Wealth Management LLC | 9,070 | $310K | 0.1% | -79.1% | 0.004% | |
| 2/5/2026 | Western Wealth Management LLC | 191,213 | $6.55M | 0.3% | +23.5% | 0.089% | |
| 2/4/2026 | Tsfg LLC | 113,598 | $3.89M | 0.6% | +2.9% | 0.053% | |
| 2/4/2026 | Concentrum Wealth Management | 21,168 | $725K | 0.2% | -17.2% | 0.010% | |
| 2/3/2026 | FSB Premier Wealth Management Inc. | 21,153 | $725K | 0.2% | -1.8% | 0.010% | |
| 2/2/2026 | Pinnacle Wealth Management Advisory Group LLC | 70,745 | $2.42M | 0.2% | +15.6% | 0.033% | |
| 2/2/2026 | FSA Advisors Inc. | 35,461 | $1.22M | 0.2% | +3.6% | 0.016% | |
| 1/30/2026 | Strategic Blueprint LLC | 410,263 | $14.06M | 0.8% | +0.5% | 0.190% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 44,329 | $1.52M | 0.1% | -10.6% | 0.021% | |
| 1/27/2026 | First Horizon Corp | 11,365 | $389K | 0.0% | N/A | 0.005% | |
| 1/27/2026 | HCR Wealth Advisors | 11,747 | $402K | 0.0% | +57.3% | 0.005% | |
| 1/26/2026 | Private Trust Co. NA | 68,699 | $2.35M | 0.2% | +4.2% | 0.032% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 47,383 | $1.62M | 0.1% | +14.1% | 0.022% | |
| 1/23/2026 | Farther Finance Advisors LLC | 143,966 | $4.93M | 0.1% | -6.9% | 0.067% | |
| 1/23/2026 | Prism Advisors Inc. | 89,939 | $3.08M | 0.8% | -14.3% | 0.042% | |
| 1/23/2026 | Gilliland Jeter Wealth Management LLC | 14,792 | $507K | 0.2% | N/A | 0.007% | |
| 1/21/2026 | Prime Capital Investment Advisors LLC | 29,060 | $996K | 0.0% | +23.2% | 0.013% | |
| 1/21/2026 | Stock Yards Bank & Trust Co. | 16,048 | $550K | 0.0% | +22.9% | 0.007% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 529,130 | $18.13M | 0.9% | +6.5% | 0.245% | |
| 1/15/2026 | Jaffetilchin Investment Partners LLC | 15,121 | $518K | 0.0% | +2.0% | 0.007% | |
| 1/13/2026 | CoreCap Advisors LLC | 68,255 | $2.34M | 0.1% | -1.9% | 0.032% | |
| 1/12/2026 | Wealth Group Ltd. | 24,438 | $837K | 0.8% | N/A | 0.011% | |
| 1/5/2026 | Noble Wealth Management PBC | 125,638 | $4.30M | 2.2% | -9.7% | 0.058% | |
| 1/5/2026 | Holos Integrated Wealth LLC | 590,320 | $20.25M | 11.3% | N/A | 0.273% | |
| 1/5/2026 | GoalVest Advisory LLC | 1,667 | $57K | 0.0% | N/A | 0.001% | |
| 1/1/2026 | JPMorgan Chase & Co. | 150,895 | $5.04M | 0.0% | -52.0% | 0.070% | |
| 12/2/2025 | IFP Advisors Inc | 85,009 | $2.84M | 0.1% | +8.7% | 0.039% | |
| 11/19/2025 | Sunbelt Securities Inc. | 6,794 | $227K | 0.0% | N/A | 0.003% | |
| 11/19/2025 | Captrust Financial Advisors | 48,230 | $1.61M | 0.0% | +15.0% | 0.022% | |
| 11/17/2025 | Keystone Financial Group | 116,084 | $3.88M | 0.3% | -4.3% | 0.054% | |
| 11/17/2025 | NewEdge Advisors LLC | 2,542,145 | $84.96M | 0.4% | +1.9% | 1.177% | |
| 11/17/2025 | Wiser Advisor Group LLC | 20,842 | $697K | 0.9% | N/A | 0.010% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 85,777 | $2.87M | 0.0% | -3.7% | 0.040% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 904,424 | $30.23M | 0.3% | +2.7% | 0.419% | |
| 11/17/2025 | Ameriprise Financial Inc. | 7,820 | $261K | 0.0% | N/A | 0.004% | |
| 11/14/2025 | FreeGulliver LLC | 231,171 | $7.73M | 3.4% | +7.8% | 0.107% | |
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| 11/13/2025 | Ameriflex Group Inc. | 21,992 | $735K | 0.3% | +4,065.2% | 0.010% | |
| 11/12/2025 | USAdvisors Wealth Management LLC | 43,452 | $1.45M | 0.5% | -7.9% | 0.020% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 130,858 | $4.37M | 0.3% | +0.7% | 0.061% | |
| 11/10/2025 | Cary Street Partners Financial LLC | 7,708 | $258K | 0.0% | N/A | 0.004% | |
| 11/10/2025 | Cozad Asset Management Inc. | 31,066 | $1.04M | 0.1% | -25.8% | 0.014% | |
| 11/10/2025 | Thoroughbred Financial Services LLC | 11,456 | $382K | 0.0% | N/A | 0.005% | |
| 11/10/2025 | Lake Street Private Wealth LLC | 17,381 | $581K | 0.1% | +5.0% | 0.008% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 37,175 | $1.24M | 0.0% | +0.8% | 0.017% | |
| 11/10/2025 | Concentrum Wealth Management | 25,572 | $855K | 0.3% | +2.6% | 0.012% | |
| 11/10/2025 | Rossby Financial LCC | 4,716 | $158K | 0.1% | +67.3% | 0.002% | |