| 5/5/2026 | Sigma Planning Corp | 36,982 | $1.44M | 0.0% | +1.0% | 0.493% | |
| 5/4/2026 | Uptick Partners LLC | 50,520 | $1.97M | 0.4% | -1.8% | 0.674% | |
| 4/30/2026 | Kestra Advisory Services LLC | 249,590 | $9.72M | 0.0% | +6.1% | 3.328% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 22,991 | $895K | 0.0% | -86.5% | 0.307% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 24,662 | $960K | 0.0% | -9.2% | 0.329% | |
| 4/17/2026 | Brookstone Capital Management | 10,735 | $418K | 0.0% | +64.0% | 0.143% | |
| 4/16/2026 | Founders Financial Securities LLC | 42,288 | $1.69M | 0.1% | +14.3% | 0.564% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,030 | $120K | 0.0% | +471.7% | 0.040% | |
| 2/20/2026 | Sunbelt Securities Inc. | 14,069 | $559K | 0.0% | +167.7% | 0.179% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 5,700 | $226K | 0.2% | N/A | 0.072% | |
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| 2/18/2026 | NewEdge Advisors LLC | 37,733 | $1.50M | 0.0% | +10.0% | 0.479% | |
| 2/17/2026 | Cetera Investment Advisers | 342,205 | $13.59M | 0.0% | +3.5% | 4.343% | |
| 2/17/2026 | Osaic Holdings Inc. | 301,483 | $11.98M | 0.0% | +7.6% | 3.826% | |
| 2/17/2026 | Royal Bank of Canada | 15,145 | $602K | 0.0% | +167.7% | 0.192% | |
| 2/16/2026 | MML Investors Services LLC | 30,327 | $1.21M | 0.0% | +222.0% | 0.385% | |
| 2/16/2026 | Mariner LLC | 6,175 | $245K | 0.0% | -12.7% | 0.078% | |
| 2/13/2026 | CreativeOne Wealth LLC | 9,795 | $389K | 0.0% | N/A | 0.124% | |
| 2/13/2026 | Kestra Advisory Services LLC | 235,183 | $9.34M | 0.0% | +21.3% | 2.985% | |
| 2/13/2026 | Arkadios Wealth Advisors | 6,450 | $256K | 0.0% | N/A | 0.082% | |
| 2/12/2026 | Jane Street Group LLC | 19,495 | $774K | 0.0% | N/A | 0.247% | |
| 2/12/2026 | Insigneo Advisory Services LLC | 6,472 | $257K | 0.0% | N/A | 0.082% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 419,428 | $16.66M | 0.0% | +7.6% | 5.323% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 9,274 | $368K | 0.1% | +48.4% | 0.118% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 28,375 | $1.13M | 0.0% | +1,161.1% | 0.360% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 169,798 | $6.74M | 0.0% | +705.7% | 2.155% | |
| 2/11/2026 | LPL Financial LLC | 128,732 | $5.11M | 0.0% | +57.2% | 1.634% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 2,614 | $104K | 0.1% | N/A | 0.033% | |
| 2/10/2026 | Founders Financial Securities LLC | 36,993 | $1.47M | 0.1% | +10.6% | 0.469% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 29,819 | $1.18M | 0.0% | -3.2% | 0.378% | |
| 2/9/2026 | Integrity Alliance LLC. | 14,668 | $583K | 0.0% | N/A | 0.186% | |
| 2/9/2026 | Harbour Investments Inc. | 5,864 | $233K | 0.0% | +605.7% | 0.074% | |
| 2/6/2026 | Americana Partners LLC | 131,658 | $5.23M | 0.1% | N/A | 1.671% | |
| 2/6/2026 | Ignite Planners LLC | 24,094 | $962K | 0.1% | -41.1% | 0.306% | |
| 2/6/2026 | Larson Financial Group LLC | 1,900 | $75K | 0.0% | N/A | 0.024% | |
| 2/5/2026 | Sequent Planning LLC | 6,852 | $272K | 0.1% | +18.8% | 0.087% | |
| 2/5/2026 | Schulz Wealth LTD. | 97,716 | $3.88M | 2.5% | -3.2% | 1.240% | |
| 2/3/2026 | Anfield Capital Management LLC | 31,453 | $1.25M | 0.4% | -5.8% | 0.402% | |
| 2/3/2026 | International Assets Investment Management LLC | 5,730 | $228K | 0.0% | N/A | 0.073% | |
| 2/3/2026 | FSB Premier Wealth Management Inc. | 55,852 | $2.22M | 0.7% | -4.2% | 0.714% | |
| 2/3/2026 | MGO One Seven LLC | 9,576 | $380K | 0.0% | N/A | 0.122% | |
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| 2/3/2026 | AssuredPartners Investment Advisors LLC | 53,713 | $2.13M | 0.3% | -1.0% | 0.687% | |
| 2/3/2026 | American Financial Advisors LLC | 8,453 | $336K | 0.0% | -3.6% | 0.108% | |
| 2/2/2026 | Truist Financial Corp | 45,441 | $1.81M | 0.0% | +10.9% | 0.581% | |
| 2/2/2026 | Grantvest Financial Group LLC | 6,439 | $256K | 0.2% | -9.7% | 0.082% | |
| 2/2/2026 | Fifth Third Bancorp | 1,428 | $57K | 0.0% | N/A | 0.018% | |
| 2/2/2026 | Mutual Advisors LLC | 10,582 | $420K | 0.0% | N/A | 0.135% | |
| 2/2/2026 | Uptick Partners LLC | 51,424 | $2.04M | 0.4% | -3.1% | 0.658% | |
| 1/30/2026 | Secured Retirement Advisors LLC | 27,301 | $1.08M | 0.6% | -14.8% | 0.348% | |
| 1/30/2026 | Sigma Planning Corp | 36,624 | $1.46M | 0.0% | N/A | 0.467% | |
| 1/29/2026 | Comprehensive Financial Consultants Institutional Inc. | 94,306 | $3.75M | 1.1% | -14.3% | 1.197% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 27,162 | $1.08M | 0.0% | -1.8% | 0.345% | |
| 1/29/2026 | Sanctuary Advisors LLC | 6,364 | $253K | 0.0% | -11.7% | 0.081% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 40,778 | $1.62M | 0.0% | +31.4% | 0.517% | |
| 1/28/2026 | Milestone Asset Management LLC | 131,378 | $5.22M | 1.0% | +4.9% | 1.667% | |
| 1/26/2026 | CWM LLC | 14,140 | $562K | 0.0% | +118.6% | 0.179% | |
| 1/23/2026 | Pinnacle Wealth Management Group Inc. | 96,420 | $3.83M | 1.9% | N/A | 1.224% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 4,378 | $174K | 0.1% | +6.2% | 0.056% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 18,225 | $724K | 0.0% | +66.2% | 0.231% | |
| 1/15/2026 | Brookstone Capital Management | 6,547 | $260K | 0.0% | N/A | 0.083% | |
| 1/13/2026 | CoreCap Advisors LLC | 9,270 | $368K | 0.0% | +4.4% | 0.118% | |
| 1/9/2026 | First Heartland Consultants Inc. | 5,420 | $215K | 0.0% | N/A | 0.069% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 5,433 | $221K | 0.0% | +26.5% | 0.069% | |
| 1/8/2026 | NorthCrest Asset Manangement LLC | 22,465 | $893K | 0.0% | +70.2% | 0.286% | |
| 1/5/2026 | Noble Wealth Management PBC | 2,326 | $92K | 0.0% | -16.0% | 0.030% | |
| 11/17/2025 | Mariner LLC | 7,075 | $269K | 0.0% | -4.4% | 0.113% | |
| 11/17/2025 | Citadel Advisors LLC | 5,622 | $214K | 0.0% | N/A | 0.090% | |
| 11/14/2025 | Raymond James Financial Inc. | 870,564 | $33.12M | 0.0% | -4.0% | 13.929% | |
| 11/13/2025 | Sequent Planning LLC | 5,770 | $220K | 0.1% | -5.0% | 0.092% | |
| 11/12/2025 | Per Stirling Capital Management LLC. | 85,895 | $3.27M | 0.4% | -2.2% | 1.374% | |
| 11/12/2025 | Anfield Capital Management LLC | 33,380 | $1.27M | 0.4% | -5.3% | 0.534% | |
| 11/10/2025 | MAI Capital Management | 9,888 | $376K | 0.0% | -48.8% | 0.158% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 1,432 | $54K | 0.0% | -44.9% | 0.023% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 10,968 | $417K | 0.0% | -21.7% | 0.175% | |
| 11/6/2025 | REAP Financial Group LLC | 29,673 | $1.13M | 0.2% | -1.1% | 0.475% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 60,527 | $2.30M | 0.0% | +2.9% | 0.968% | |
| 11/4/2025 | IMC Chicago LLC | 18,266 | $695K | 0.0% | N/A | 0.292% | |
| 11/4/2025 | Uptick Partners LLC | 53,090 | $2.02M | 0.5% | -1.2% | 0.849% | |
| 11/3/2025 | Truist Financial Corp | 40,959 | $1.56M | 0.0% | -1.5% | 0.655% | |
| 10/31/2025 | FSB Premier Wealth Management Inc. | 58,306 | $2.22M | 0.7% | -2.9% | 0.937% | |
| 10/29/2025 | NorthCrest Asset Manangement LLC | 13,201 | $503K | 0.0% | +74.6% | 0.212% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 4,294 | $164K | 0.0% | -56.8% | 0.069% | |
| 10/27/2025 | LVZ Inc. | 5,300 | $202K | 0.0% | N/A | 0.085% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 31,023 | $1.18M | 0.0% | -1.7% | 0.499% | |
| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 21,841 | $831K | 0.1% | -29.9% | 0.351% | |
| 10/22/2025 | Gries Financial LLC | 89,565 | $3.41M | 0.5% | -87.2% | 1.440% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 389,696 | $14.83M | 0.0% | -10.0% | 6.265% | |
| 10/17/2025 | Schulz Wealth LTD. | 100,931 | $3.84M | 2.5% | -0.9% | 1.607% | |
| 10/16/2025 | Comprehensive Financial Consultants Institutional Inc. | 110,028 | $4.19M | 1.3% | -1.7% | 1.752% | |
| 10/15/2025 | Secured Retirement Advisors LLC | 32,043 | $1.22M | 0.7% | -9.3% | 0.510% | |
| 10/15/2025 | Milestone Asset Management LLC | 125,218 | $4.76M | 0.9% | -7.2% | 1.994% | |
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| 10/15/2025 | Founders Financial Securities LLC | 33,436 | $1.27M | 0.1% | -2.3% | 0.532% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 4,113 | $150K | 0.0% | +32.1% | 0.058% | |
| 8/15/2025 | FSB Premier Wealth Management Inc. | 60,054 | $2.19M | 0.8% | -1.1% | 0.842% | |
| 8/15/2025 | Gallagher Fiduciary Advisors LLC | 5,711 | $208K | 0.0% | N/A | 0.080% | |
| 8/14/2025 | Raymond James Financial Inc. | 907,086 | $33.09M | 0.0% | -5.1% | 12.722% | |
| 8/14/2025 | NewEdge Advisors LLC | 34,300 | $1.25M | 0.0% | -1.4% | 0.481% | |
| 8/11/2025 | Anfield Capital Management LLC | 35,257 | $1.29M | 0.4% | N/A | 0.494% | |
| 8/8/2025 | Cetera Investment Advisers | 316,421 | $11.54M | 0.0% | +1.4% | 4.438% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 30,885 | $1.13M | 0.0% | N/A | 0.433% | |
| 8/5/2025 | Milestone Asset Management LLC | 134,951 | $4.92M | 1.0% | +2.7% | 1.893% | |