| 7/10/2026 | Choice Wealth Advisors LLC | 356,619 | $16.47M | 5.8% | +6.0% | 2.236% | |
| 7/9/2026 | World Equity Group Inc. | 33,314 | $1.54M | 0.3% | +5.7% | 0.209% | |
| 7/9/2026 | HF Advisory Group LLC | 29,470 | $1.36M | 0.4% | +3.3% | 0.185% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 1,433,747 | $66.21M | 1.9% | +7.7% | 8.989% | |
| 7/6/2026 | Trilogy Capital Inc. | 100,250 | $4.63M | 0.2% | +60.8% | 0.629% | |
| 6/18/2026 | Western Wealth Management LLC | 8,232 | $363K | 0.0% | N/A | 0.052% | |
| 6/3/2026 | NewEdge Advisors LLC | 110,922 | $4.89M | 0.0% | N/A | 0.695% | |
| 5/22/2026 | Wellington Grp LLC | 596 | $26K | 0.0% | N/A | 0.004% | |
| 5/19/2026 | Western Wealth Management LLC | 8,232 | $363K | 0.0% | N/A | 0.052% | |
| 5/19/2026 | NewEdge Advisors LLC | 110,922 | $4.89M | 0.1% | N/A | 0.695% | |
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| 5/19/2026 | Bank of America Corp DE | 1,028,863 | $45.38M | 0.0% | +16.6% | 6.451% | |
| 5/18/2026 | Royal Bank of Canada | 8,475 | $373K | 0.0% | +33.7% | 0.053% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 13,178 | $581K | 0.0% | +98.4% | 0.083% | |
| 5/14/2026 | Lido Advisors LLC | 457,898 | $20.20M | 0.1% | +3.4% | 2.871% | |
| 5/13/2026 | Cetera Investment Advisers | 738,583 | $32.58M | 0.0% | +4.1% | 4.631% | |
| 5/7/2026 | World Equity Group Inc. | 31,528 | $1.39M | 0.4% | +4.2% | 0.198% | |
| 5/6/2026 | SK Wealth Management LLC | 931,914 | $41.70M | 11.6% | -5.9% | 5.843% | |
| 5/6/2026 | Frazier Financial Advisors LLC | 138,034 | $6.09M | 3.4% | +0.6% | 0.865% | |
| 5/5/2026 | D.A. Davidson & CO. | 78,092 | $3.45M | 0.0% | +3.9% | 0.490% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 44,391 | $1.96M | 0.0% | -9.4% | 0.278% | |
| 5/5/2026 | Sanctuary Advisors LLC | 22,494 | $992K | 0.0% | +81.9% | 0.141% | |
| 5/5/2026 | Sigma Planning Corp | 16,749 | $739K | 0.0% | +2.3% | 0.105% | |
| 5/1/2026 | Fifth Third Bancorp | 3,216 | $142K | 0.0% | N/A | 0.020% | |
| 5/1/2026 | Simplicity Wealth LLC | 88,086 | $3.89M | 0.2% | +9.8% | 0.552% | |
| 4/30/2026 | Kestra Advisory Services LLC | 151,128 | $6.67M | 0.0% | -11.7% | 0.948% | |
| 4/30/2026 | Money Concepts Capital Corp | 10,204 | $450K | 0.0% | -3.4% | 0.064% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 14,849 | $655K | 0.5% | +2.6% | 0.093% | |
| 4/27/2026 | Private Advisor Group LLC | 148,398 | $6.55M | 0.0% | +39.6% | 0.930% | |
| 4/24/2026 | Horizon Wealth Management LLC | 445,469 | $19.65M | 2.9% | N/A | 2.793% | |
| 4/24/2026 | Capital Asset Advisory Services LLC | 1,186,900 | $55.03M | 2.0% | +2.1% | 7.441% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 33,303 | $1.48M | 0.6% | +14.3% | 0.209% | |
| 4/24/2026 | Columbia Advisory Partners LLC | 81,835 | $3.61M | 2.3% | N/A | 0.513% | |
| 4/23/2026 | Oregon Pacific Wealth Management LLC | 17,117 | $755K | 0.8% | +40.7% | 0.107% | |
| 4/22/2026 | Trilogy Capital Inc. | 62,340 | $2.75M | 0.1% | +67.2% | 0.391% | |
| 4/22/2026 | TigerOak Management L.L.C. | 17,364 | $766K | 0.2% | N/A | 0.109% | |
| 4/21/2026 | HF Advisory Group LLC | 28,532 | $1.26M | 0.4% | +4.5% | 0.179% | |
| 4/20/2026 | RFG Advisory LLC | 25,870 | $1.14M | 0.0% | +1.8% | 0.162% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 28,373 | $1.25M | 0.1% | +37.5% | 0.178% | |
| 4/16/2026 | Sheets Smith Wealth Management | 17,803 | $785K | 0.1% | +4.3% | 0.112% | |
| 4/16/2026 | Park National Corp OH | 3,678,991 | $162.28M | 4.9% | +3.9% | 23.066% | |
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| 3/12/2026 | Vericrest Private Wealth | 73,375 | $3.20M | 2.8% | N/A | 0.460% | |
| 2/19/2026 | WealthPoint Financial LLC | 7,175 | $312K | 0.3% | N/A | 0.045% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 1,157,125 | $50.38M | 0.6% | +4.1% | 7.255% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 5,124 | $223K | 0.0% | N/A | 0.032% | |
| 2/18/2026 | SkyView Investment Advisors LLC | 5,807 | $253K | 0.0% | N/A | 0.036% | |
| 2/18/2026 | VestGen Advisors LLC | 62,686 | $2.73M | 0.1% | -61.3% | 0.393% | |
| 2/18/2026 | Gotham Asset Management LLC | 24,215 | $1.05M | 0.0% | +5.2% | 0.152% | |
| 2/17/2026 | Cetera Investment Advisers | 709,217 | $30.88M | 0.0% | +129.2% | 4.447% | |
| 2/17/2026 | Osaic Holdings Inc. | 16,192 | $705K | 0.0% | -1.9% | 0.102% | |
| 2/17/2026 | Private Advisor Group LLC | 106,296 | $4.63M | 0.0% | +263.6% | 0.666% | |
| 2/17/2026 | Pacific Financial Group Inc. | 4,915 | $214K | 0.1% | N/A | 0.031% | |
| 2/17/2026 | Royal Bank of Canada | 6,338 | $276K | 0.0% | -59.2% | 0.040% | |
| 2/16/2026 | MML Investors Services LLC | 586,304 | $25.53M | 0.1% | -0.2% | 3.676% | |
| 2/16/2026 | Mariner LLC | 150,745 | $6.56M | 0.0% | N/A | 0.945% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 1,420 | $62K | 0.0% | N/A | 0.009% | |
| 2/13/2026 | CreativeOne Wealth LLC | 18,358 | $799K | 0.0% | N/A | 0.115% | |
| 2/13/2026 | Kestra Advisory Services LLC | 171,217 | $7.46M | 0.0% | +12.5% | 1.073% | |
| 2/13/2026 | Stifel Financial Corp | 46,559 | $2.03M | 0.0% | +1.0% | 0.292% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 65,815 | $2.87M | 0.1% | +107,793.4% | 0.413% | |
| 2/13/2026 | Morgan Stanley | 2,041,359 | $88.88M | 0.0% | +7.0% | 12.798% | |
| 2/13/2026 | Summit Financial LLC | 7,617 | $332K | 0.0% | N/A | 0.048% | |
| 2/12/2026 | Jane Street Group LLC | 20,875 | $909K | 0.0% | -93.0% | 0.131% | |
| 2/12/2026 | HRT Financial LP | 8,110 | $353K | 0.0% | N/A | 0.051% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 13,658 | $595K | 0.0% | +13.4% | 0.086% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 47,744 | $2.08M | 0.0% | +9.3% | 0.299% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 641,506 | $27.93M | 0.2% | +24.0% | 4.022% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 10,142 | $442K | 0.0% | +51.2% | 0.064% | |
| 2/11/2026 | Premier Private Wealth Management LLC | 88,698 | $4.05M | 4.2% | N/A | 0.556% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 6,643 | $289K | 0.0% | N/A | 0.042% | |
| 2/11/2026 | Insight Advisors LLC PA | 185,854 | $8.09M | 1.2% | N/A | 1.165% | |
| 2/11/2026 | Howard Bailey Securities LLC | 16,238 | $707K | 0.3% | -89.2% | 0.102% | |
| 2/11/2026 | WESCAP Management Group Inc. | 10,709 | $466K | 0.1% | -2.2% | 0.067% | |
| 2/11/2026 | LPL Financial LLC | 2,401,402 | $104.56M | 0.0% | +13.3% | 15.056% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 15,364 | $669K | 0.0% | +27.2% | 0.096% | |
| 2/10/2026 | Lido Advisors LLC | 442,906 | $19.28M | 0.1% | +0.1% | 2.777% | |
| 2/10/2026 | Tidemark LLC | 387,053 | $16.85M | 4.8% | +5.6% | 2.427% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,821 | $79K | 0.0% | -11.9% | 0.011% | |
| 2/10/2026 | Savant Capital LLC | 26,871 | $1.17M | 0.0% | -17.4% | 0.168% | |
| 2/9/2026 | Harbour Investments Inc. | 22,547 | $982K | 0.0% | +20.4% | 0.141% | |
| 2/9/2026 | Rooted Wealth Advisors Inc. | 4,429 | $203K | 0.1% | N/A | 0.028% | |
| 2/9/2026 | Frazier Financial Advisors LLC | 137,145 | $5.97M | 3.5% | -2.4% | 0.860% | |
| 2/6/2026 | Empirical Asset Management LLC | 6,629 | $289K | 0.0% | N/A | 0.042% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 1,157,125 | $50.38M | 0.2% | +4.1% | 7.255% | |
| 2/6/2026 | Global Retirement Partners LLC | 35,892 | $1.56M | 0.0% | +4.7% | 0.225% | |
| 2/5/2026 | Atria Investments Inc | 390,357 | $17.00M | 0.2% | -3.3% | 2.447% | |
| 2/4/2026 | AIFG Consultants Ltd. | 24,907 | $1.08M | 1.9% | N/A | 0.156% | |
| 2/4/2026 | Money Concepts Capital Corp | 10,559 | $460K | 0.0% | +5.5% | 0.066% | |
| 2/3/2026 | RFG Advisory LLC | 25,402 | $1.11M | 0.0% | N/A | 0.159% | |
| 2/3/2026 | AssuredPartners Investment Advisors LLC | 33,989 | $1.48M | 0.2% | N/A | 0.213% | |
| 2/2/2026 | Truist Financial Corp | 20,233 | $881K | 0.0% | +4.4% | 0.127% | |
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| 1/30/2026 | Sigma Planning Corp | 16,372 | $713K | 0.0% | -8.8% | 0.103% | |
| 1/30/2026 | Simplicity Wealth LLC | 80,249 | $3.49M | 0.2% | +14.4% | 0.503% | |
| 1/30/2026 | SK Wealth Management LLC | 990,476 | $44.93M | 12.6% | +500.1% | 6.210% | |
| 1/30/2026 | Caldwell Trust Co | 1,304 | $57K | 0.0% | N/A | 0.008% | |
| 1/29/2026 | Comerica Bank | 1,531 | $67K | 0.0% | -15.2% | 0.010% | |
| 1/29/2026 | D.A. Davidson & CO. | 75,148 | $3.27M | 0.0% | +3.6% | 0.471% | |
| 1/29/2026 | UBS Group AG | 308,642 | $13.44M | 0.0% | +319.6% | 1.935% | |
| 1/29/2026 | Sanctuary Advisors LLC | 12,366 | $538K | 0.0% | +31.2% | 0.078% | |
| 1/29/2026 | Riverbend Wealth Management LLC | 6,837 | $298K | 0.2% | N/A | 0.043% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 147,412 | $6.42M | 0.1% | +298.2% | 0.924% | |