| 7/9/2026 | Focus Financial Network Inc. | 3,495 | $215K | 0.0% | N/A | 0.019% | |
| 7/9/2026 | Breakwater Capital Group | 100,714 | $6.20M | 0.7% | -1.8% | 0.547% | |
| 7/9/2026 | Sunburst Financial Group LLC | 317,289 | $19.55M | 3.2% | +4.9% | 1.724% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 7,380 | $455K | 0.0% | +6.2% | 0.040% | |
| 7/6/2026 | Trilogy Capital Inc. | 3,409 | $210K | 0.0% | N/A | 0.019% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 104,443 | $6.43M | 1.1% | +0.4% | 0.568% | |
| 6/18/2026 | Western Wealth Management LLC | 30,986 | $1.67M | 0.1% | +2.9% | 0.168% | |
| 6/3/2026 | NewEdge Advisors LLC | 4,043 | $218K | 0.0% | +1,921.5% | 0.022% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 315,645 | $17.03M | 2.1% | -37.4% | 1.715% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 369,906 | $19.96M | 0.2% | -5.6% | 2.010% | |
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| 5/19/2026 | Western Wealth Management LLC | 30,986 | $1.67M | 0.1% | +2.9% | 0.168% | |
| 5/19/2026 | Bank of America Corp DE | 1,345,888 | $72.61M | 0.0% | +13.4% | 7.315% | |
| 5/19/2026 | IFS Group LLC | 5,957 | $321K | 0.3% | N/A | 0.032% | |
| 5/18/2026 | Royal Bank of Canada | 94,420 | $5.09M | 0.0% | +307.8% | 0.513% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 3,854 | $208K | 0.0% | N/A | 0.021% | |
| 5/13/2026 | Cetera Investment Advisers | 555,621 | $29.98M | 0.0% | +6.7% | 3.020% | |
| 5/13/2026 | Wiregrass Investment Management LLC | 5,074 | $274K | 0.2% | +32.1% | 0.028% | |
| 5/7/2026 | Florida Financial Advisors LLC | 7,172 | $387K | 0.1% | +12.5% | 0.039% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 13,527 | $730K | 0.2% | +29.9% | 0.074% | |
| 5/6/2026 | Independent Financial Group LLC | 63,113 | $3.41M | 0.1% | N/A | 0.343% | |
| 5/5/2026 | RFG Bristol Wealth Advisors LLC | 6,642 | $358K | 0.1% | +15.7% | 0.036% | |
| 5/5/2026 | Sanctuary Advisors LLC | 49,862 | $2.69M | 0.0% | -2.7% | 0.271% | |
| 5/4/2026 | Blake Schutter Theil Wealth Advisors LLC | 81,320 | $4.39M | 3.6% | +2.0% | 0.442% | |
| 5/4/2026 | Citizens National Bank Trust Department | 5,517 | $298K | 0.0% | +6.3% | 0.030% | |
| 5/4/2026 | Kellett Wealth Advisors LLC | 29,850 | $1.61M | 0.9% | -5.4% | 0.162% | |
| 5/4/2026 | Paradiem LLC | 11,127 | $600K | 0.1% | -98.9% | 0.060% | |
| 5/1/2026 | Sovran Advisors LLC | 21,309 | $1.23M | 0.1% | -2.1% | 0.116% | |
| 5/1/2026 | Compass Financial Services Inc | 115,134 | $6.21M | 2.7% | -25.4% | 0.626% | |
| 5/1/2026 | Cedar Mountain Advisors LLC | 104,028 | $5.61M | 1.1% | +1.0% | 0.565% | |
| 4/30/2026 | Kestra Advisory Services LLC | 283,952 | $15.32M | 0.1% | +278.5% | 1.543% | |
| 4/30/2026 | Money Concepts Capital Corp | 95,291 | $5.14M | 0.3% | -0.9% | 0.518% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 3,903 | $219K | 0.0% | N/A | 0.021% | |
| 4/30/2026 | IAG Wealth Partners LLC | 522,211 | $28.17M | 3.1% | -0.7% | 2.838% | |
| 4/27/2026 | Private Advisor Group LLC | 6,297 | $340K | 0.0% | N/A | 0.034% | |
| 4/25/2026 | KPP Advisory Services LLC | 9,761 | $527K | 0.1% | -57.1% | 0.053% | |
| 4/24/2026 | Peoples Bank OH | 31,670 | $1.71M | 1.0% | +3.1% | 0.172% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 20,250 | $1.09M | 0.2% | -2.9% | 0.110% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 3,968 | $214K | 0.0% | N/A | 0.022% | |
| 4/22/2026 | Welch Financial Planning LLC | 231,557 | $12.49M | 9.0% | +1.3% | 1.258% | |
| 4/22/2026 | Meridian Financial Advisors LLC | 7,374 | $398K | 0.2% | -7.4% | 0.040% | |
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| 4/21/2026 | ADG Wealth Management Group LLC | 20,403 | $1.10M | 0.8% | +6.7% | 0.111% | |
| 4/20/2026 | Breakwater Capital Group | 102,567 | $5.53M | 0.7% | +2.6% | 0.557% | |
| 4/18/2026 | Guyasuta Investment Advisors Inc. | 6,139 | $331K | 0.0% | N/A | 0.033% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 4,985 | $269K | 0.1% | N/A | 0.027% | |
| 4/17/2026 | AdvisorNet Financial Inc | 6,354 | $343K | 0.0% | +7.5% | 0.035% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 6,568 | $354K | 0.0% | +2.9% | 0.036% | |
| 4/16/2026 | Quotient Wealth Partners LLC | 14,938 | $806K | 0.0% | N/A | 0.081% | |
| 3/11/2026 | Green Ridge Wealth Planning LLC | 4,900 | $260K | 0.1% | N/A | 0.027% | |
| 3/9/2026 | Corient Private Wealth LLC | 409,667 | $21.93M | 0.0% | -4.9% | 2.226% | |
| 2/27/2026 | Compass Financial Services Inc | 154,258 | $8.20M | 3.5% | +8.7% | 0.838% | |
| 2/19/2026 | Corient Private Wealth LLC | 409,667 | $21.93M | 0.0% | -4.9% | 2.226% | |
| 2/18/2026 | IHT Wealth Management LLC | 47,758 | $2.54M | 0.1% | -16.5% | 0.260% | |
| 2/18/2026 | Brooks Moore & Associates Inc. | 4,360 | $232K | 0.1% | N/A | 0.024% | |
| 2/17/2026 | Cetera Investment Advisers | 520,617 | $27.67M | 0.0% | +9.6% | 2.829% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,351 | $391K | 0.0% | +29.2% | 0.040% | |
| 2/17/2026 | Miller Capital Partners Inc. | 750 | $40K | 0.0% | N/A | 0.004% | |
| 2/17/2026 | Osaic Holdings Inc. | 42,142 | $2.24M | 0.0% | -3.3% | 0.229% | |
| 2/17/2026 | Advisory Services Network LLC | 8,527 | $453K | 0.0% | -3.8% | 0.046% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 11,979 | $637K | 0.0% | N/A | 0.065% | |
| 2/17/2026 | Royal Bank of Canada | 23,152 | $1.23M | 0.0% | -82.0% | 0.126% | |
| 2/16/2026 | MML Investors Services LLC | 22,389 | $1.19M | 0.0% | +26.8% | 0.122% | |
| 2/16/2026 | Mariner LLC | 62,439 | $3.32M | 0.0% | +16.3% | 0.339% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 290,919 | $15.46M | 0.1% | +8.8% | 1.581% | |
| 2/13/2026 | CreativeOne Wealth LLC | 17,892 | $951K | 0.0% | +1.8% | 0.097% | |
| 2/13/2026 | Kestra Advisory Services LLC | 75,028 | $3.99M | 0.0% | +9.0% | 0.408% | |
| 2/13/2026 | Segall Bryant & Hamill LLC | 391,807 | $20.83M | 0.3% | -4.9% | 2.129% | |
| 2/13/2026 | Wiregrass Investment Management LLC | 3,841 | $204K | 0.2% | N/A | 0.021% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 4,863 | $258K | 0.0% | -63.2% | 0.026% | |
| 2/13/2026 | Wells Fargo & Company MN | 11,567 | $615K | 0.0% | +5,570.1% | 0.063% | |
| 2/12/2026 | Jane Street Group LLC | 17,989 | $956K | 0.0% | -13.4% | 0.098% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 6,838 | $363K | 0.0% | +15.7% | 0.037% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 249,273 | $13.25M | 0.0% | +12.4% | 1.355% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 683,830 | $36.35M | 0.2% | +1.8% | 3.716% | |
| 2/12/2026 | Collier Financial | 8,170 | $434K | 0.3% | +9.0% | 0.044% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 28,202 | $1.50M | 0.0% | -24.5% | 0.153% | |
| 2/12/2026 | Absolute Capital Management LLC | 183,516 | $9.75M | 3.6% | +4.6% | 0.997% | |
| 2/12/2026 | MIdWestOne Financial Group Inc. | 76,320 | $4.06M | 0.5% | -3.7% | 0.415% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 55,574 | $2.95M | 0.0% | +23.8% | 0.302% | |
| 2/11/2026 | Cedar Mountain Advisors LLC | 103,024 | $5.48M | 1.1% | +1.1% | 0.560% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 4,527 | $241K | 0.0% | +14.3% | 0.025% | |
| 2/11/2026 | Next Capital Management LLC | 3,854 | $205K | 0.1% | N/A | 0.021% | |
| 2/11/2026 | LPL Financial LLC | 3,577,926 | $190.17M | 0.1% | +30.8% | 19.445% | |
| 2/11/2026 | JPMorgan Chase & Co. | 124,948 | $6.64M | 0.0% | +1.7% | 0.679% | |
| 2/11/2026 | Parallel Advisors LLC | 4,225 | $225K | 0.0% | N/A | 0.023% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 8,115 | $431K | 0.0% | N/A | 0.044% | |
| 2/10/2026 | IAG Wealth Partners LLC | 525,995 | $27.96M | 3.2% | +1.7% | 2.859% | |
| 2/10/2026 | Florida Financial Advisors LLC | 6,376 | $339K | 0.1% | +17.0% | 0.035% | |
| 2/10/2026 | Founders Financial Securities LLC | 4,235 | $225K | 0.0% | N/A | 0.023% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 53,370 | $2.84M | 0.0% | -2.8% | 0.290% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 20,371 | $1.08M | 0.0% | +5.0% | 0.111% | |
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| 2/10/2026 | IFG Advisory LLC | 280,108 | $14.89M | 0.6% | -0.4% | 1.522% | |
| 2/10/2026 | MidAtlantic Capital Management Inc. | 16,937 | $900K | 0.6% | -17.9% | 0.092% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 34,486 | $1.83M | 0.0% | +2.8% | 0.187% | |
| 2/9/2026 | Integrity Alliance LLC. | 193,915 | $10.31M | 0.4% | -10.1% | 1.054% | |
| 2/9/2026 | Integrity Advisory Solutions LLC | 11,716 | $623K | 0.1% | +28.2% | 0.064% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 9,304 | $495K | 0.0% | -15.6% | 0.051% | |
| 2/6/2026 | Taylor Financial Group Inc. | 74,265 | $3.95M | 2.3% | -0.5% | 0.404% | |
| 2/6/2026 | Larson Financial Group LLC | 44,769 | $2.38M | 0.1% | +8.5% | 0.243% | |
| 2/6/2026 | Csenge Advisory Group | 5,547 | $295K | 0.0% | +6.1% | 0.030% | |
| 2/5/2026 | Western Wealth Management LLC | 30,108 | $1.60M | 0.1% | +6.5% | 0.164% | |