| 7/8/2026 | Archer Investment Management LLC | 73,379 | $2.58M | 0.9% | +73.1% | 9.655% | |
| 7/7/2026 | CoreCap Advisors LLC | 1,737 | $61K | 0.0% | +46.1% | 0.229% | |
| 7/6/2026 | Trilogy Capital Inc. | 5,773 | $203K | 0.0% | N/A | 0.760% | |
| 6/9/2026 | Contango Wealth Management LLC | 7,258 | $231K | 0.3% | N/A | 0.955% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 9,336 | $297K | 0.0% | -8.3% | 1.228% | |
| 5/18/2026 | Royal Bank of Canada | 68,429 | $2.18M | 0.0% | +399.4% | 9.004% | |
| 5/18/2026 | Estate Counselors LLC | 13,055 | $416K | 0.0% | N/A | 1.718% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 12,131 | $386K | 0.0% | N/A | 1.596% | |
| 5/15/2026 | Wealth Alliance LLC | 10,319 | $328K | 0.0% | -11.0% | 1.358% | |
| 5/14/2026 | Lido Advisors LLC | 230,836 | $7.35M | 0.0% | -0.9% | 30.373% | |
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| 5/13/2026 | Cetera Investment Advisers | 194,564 | $6.19M | 0.0% | -10.0% | 25.601% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 12,566 | $400K | 0.0% | -14.7% | 1.653% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 7,295 | $251K | 0.0% | +7,122.8% | 0.960% | |
| 5/6/2026 | Assetmark Inc. | 75,093 | $2.39M | 0.0% | -10.6% | 9.881% | |
| 5/5/2026 | Navigation Group LLC | 8,263 | $263K | 0.1% | N/A | 1.087% | |
| 5/5/2026 | Bank of New York Mellon Corp | 36,772 | $1.17M | 0.0% | -12.3% | 4.838% | |
| 5/5/2026 | Theory Financial LLC | 8,871 | $282K | 0.1% | -8.1% | 1.167% | |
| 5/5/2026 | Wealthgarden F.S. LLC | 6,507 | $207K | 0.1% | -9.0% | 0.856% | |
| 5/2/2026 | Diversify Wealth Management LLC | 9,580 | $324K | 0.0% | +11.3% | 1.261% | |
| 5/1/2026 | Fifth Third Bancorp | 2,199 | $70K | 0.0% | N/A | 0.289% | |
| 4/29/2026 | Horst & Graben Wealth Management LLC | 38,629 | $1.31M | 0.2% | -1.6% | 5.083% | |
| 4/27/2026 | World Investment Advisors | 12,664 | $403K | 0.0% | -10.7% | 1.666% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 1,495 | $48K | 0.0% | +355.8% | 0.197% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 9,696 | $309K | 0.0% | N/A | 1.276% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 89,684 | $2.86M | 0.0% | -10.6% | 11.801% | |
| 4/21/2026 | RCS Financial Planning LLC | 8,878 | $283K | 0.1% | -11.7% | 1.168% | |
| 4/21/2026 | Hoxton Planning & Management LLC | 6,893 | $219K | 0.1% | N/A | 0.907% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 9,777 | $311K | 0.0% | N/A | 1.286% | |
| 4/20/2026 | RFG Advisory LLC | 16,211 | $516K | 0.0% | -10.0% | 2.133% | |
| 3/13/2026 | World Investment Advisors | 14,181 | $454K | 0.0% | +86.6% | 1.866% | |
| 2/18/2026 | Maia Wealth LLC | 6,023 | $201K | 0.0% | N/A | 0.793% | |
| 2/17/2026 | Scarborough Advisors LLC | 1,624 | $52K | 0.0% | +57.1% | 0.214% | |
| 2/17/2026 | Cetera Investment Advisers | 216,258 | $6.93M | 0.0% | +66.6% | 28.455% | |
| 2/17/2026 | GeoWealth Management LLC | 58,198 | $1.87M | 0.1% | +100.7% | 7.658% | |
| 2/17/2026 | Osaic Holdings Inc. | 11,622 | $372K | 0.0% | -20.0% | 1.529% | |
| 2/17/2026 | Regal Investment Advisors LLC | 17,602 | $564K | 0.0% | +55.5% | 2.316% | |
| 2/17/2026 | Advisory Services Network LLC | 16,841 | $540K | 0.0% | +240.6% | 2.216% | |
| 2/17/2026 | &PARTNERS | 13,499 | $432K | 0.0% | +38.9% | 1.776% | |
| 2/17/2026 | Royal Bank of Canada | 13,701 | $439K | 0.0% | N/A | 1.803% | |
| 2/16/2026 | MML Investors Services LLC | 168,348 | $5.39M | 0.0% | +83.0% | 22.151% | |
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| 2/13/2026 | Kestra Advisory Services LLC | 978 | $31K | 0.0% | N/A | 0.129% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 1,072 | $34K | 0.0% | +168.0% | 0.141% | |
| 2/13/2026 | Gen Wealth Partners Inc | 4,997 | $160K | 0.0% | +40.8% | 0.658% | |
| 2/13/2026 | OpenArc Corporate Advisory LLC | 11,424 | $366K | 0.0% | N/A | 1.503% | |
| 2/13/2026 | Gerber Kawasaki Wealth & Investment Management | 14,121 | $452K | 0.0% | N/A | 1.858% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 36,198 | $1.16M | 0.0% | +68.3% | 4.763% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 107,711 | $3.45M | 0.0% | +334.0% | 14.173% | |
| 2/12/2026 | Keystone Financial Services | 8,033 | $257K | 0.1% | N/A | 1.057% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 21,672 | $694K | 0.0% | +145.4% | 2.852% | |
| 2/12/2026 | Investor s Fiduciary Advisor Network LLC | 22,087 | $707K | 0.2% | +73.5% | 2.906% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 100,268 | $3.21M | 0.0% | +79.1% | 13.193% | |
| 2/11/2026 | Capital Analysts LLC | 6,800 | $218K | 0.0% | +70.0% | 0.895% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 21,403 | $686K | 0.0% | -33.8% | 2.816% | |
| 2/11/2026 | LPL Financial LLC | 797,952 | $25.57M | 0.0% | +83.3% | 104.994% | |
| 2/11/2026 | JPMorgan Chase & Co. | 455,575 | $14.60M | 0.0% | +59.4% | 59.944% | |
| 2/11/2026 | Wealthgarden F.S. LLC | 7,154 | $238K | 0.2% | N/A | 0.941% | |
| 2/11/2026 | Avise Financial Cooperative Inc. | 60,943 | $1.95M | 1.8% | N/A | 8.019% | |
| 2/10/2026 | Lido Advisors LLC | 232,858 | $7.33M | 0.0% | +3.6% | 30.639% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 6,527 | $209K | 0.1% | N/A | 0.859% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 10,183 | $326K | 0.0% | +73.2% | 1.340% | |
| 2/6/2026 | Addison Advisors LLC | 1,855 | $59K | 0.0% | +44.4% | 0.244% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 928 | $30K | 0.0% | +58.1% | 0.122% | |
| 2/6/2026 | Larson Financial Group LLC | 3,066 | $98K | 0.0% | +213.5% | 0.403% | |
| 2/6/2026 | HighTower Advisors LLC | 23,237 | $745K | 0.0% | +161.0% | 3.058% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 666,388 | $21.35M | 0.1% | +64.5% | 87.683% | |
| 2/4/2026 | World Investment Advisors | 14,181 | $426K | 0.0% | +86.6% | 1.866% | |
| 2/3/2026 | Diversify Wealth Management LLC | 8,607 | $283K | 0.0% | N/A | 1.133% | |
| 2/3/2026 | MGO One Seven LLC | 15,990 | $512K | 0.0% | -3.8% | 2.104% | |
| 2/3/2026 | Cassaday & Co Wealth Management LLC | 14,725 | $472K | 0.0% | +2.1% | 1.938% | |
| 2/3/2026 | RFG Advisory LLC | 18,019 | $577K | 0.0% | N/A | 2.371% | |
| 2/2/2026 | One Wealth Advisors LLC | 52,004 | $1.67M | 0.2% | +58.8% | 6.843% | |
| 1/29/2026 | Comerica Bank | 2,604 | $83K | 0.0% | +57.2% | 0.343% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 7,150 | $229K | 0.0% | N/A | 0.941% | |
| 1/27/2026 | Horst & Graben Wealth Management LLC | 39,270 | $1.26M | 0.2% | +55.8% | 5.167% | |
| 1/26/2026 | Merit Financial Group LLC | 29,845 | $956K | 0.0% | +111.5% | 3.927% | |
| 1/26/2026 | CWM LLC | 151,103 | $4.84M | 0.0% | +38.3% | 19.882% | |
| 1/23/2026 | Farther Finance Advisors LLC | 10,449 | $335K | 0.0% | +636.9% | 1.375% | |
| 1/23/2026 | Assetmark Inc. | 83,970 | $2.69M | 0.0% | +59.8% | 11.049% | |
| 1/23/2026 | Charter Oak Capital Management LLC | 7,794 | $250K | 0.0% | +9.3% | 1.026% | |
| 1/23/2026 | Kelsey Financial LLC | 8,114 | $260K | 0.2% | N/A | 1.068% | |
| 1/20/2026 | Austin Private Wealth LLC | 19,394 | $621K | 0.0% | +59.4% | 2.552% | |
| 1/16/2026 | Perigon Wealth Management LLC | 50,725 | $1.63M | 0.0% | +108.8% | 6.674% | |
| 1/16/2026 | Oregon Pacific Wealth Management LLC | 6,532 | $209K | 0.2% | N/A | 0.859% | |
| 1/16/2026 | SigFig Wealth Management LLC | 31,057 | $995K | 0.0% | +40.9% | 4.086% | |
| 1/15/2026 | RCS Financial Planning LLC | 10,058 | $322K | 0.1% | N/A | 1.323% | |
| 1/14/2026 | JFS Wealth Advisors LLC | 2,820 | $90K | 0.0% | +68.1% | 0.371% | |
| 1/13/2026 | Sharkey Howes & Javer | 42,947 | $1.38M | 0.2% | +78.1% | 5.651% | |
| 1/12/2026 | Archer Investment Management LLC | 8,227 | $264K | 0.1% | N/A | 1.083% | |
| 1/12/2026 | Lifelong Wealth Advisors Inc. | 10,123 | $324K | 0.1% | N/A | 1.332% | |
| 1/7/2026 | Sagespring Wealth Partners LLC | 17,722 | $568K | 0.0% | +60.4% | 2.332% | |
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| 1/5/2026 | Park Avenue Securities LLC | 331,020 | $10.61M | 0.1% | +65.4% | 43.555% | |
| 1/1/2026 | JPMorgan Chase & Co. | 285,808 | $8.99M | 0.0% | N/A | 37.606% | |
| 11/18/2025 | Advisory Services Network LLC | 4,945 | $156K | 0.0% | N/A | 0.651% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 30,036 | $945K | 0.0% | N/A | 3.952% | |
| 11/17/2025 | Susquehanna International Group LLP | 27,094 | $852K | 0.0% | N/A | 3.565% | |
| 11/17/2025 | Larson Financial Group LLC | 978 | $31K | 0.0% | -30.6% | 0.129% | |
| 11/17/2025 | Lido Advisors LLC | 224,763 | $7.07M | 0.0% | -9.1% | 29.574% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 7,053 | $222K | 0.0% | N/A | 0.928% | |
| 11/14/2025 | Comerica Bank | 1,656 | $52K | 0.0% | N/A | 0.218% | |
| 11/14/2025 | Regal Investment Advisors LLC | 11,321 | $356K | 0.0% | N/A | 1.490% | |