| 6/3/2026 | NewEdge Advisors LLC | 27,223 | $758K | 0.0% | +1.9% | 0.194% | |
| 5/27/2026 | Allen Capital Group LLC | 11,257 | $313K | 0.0% | +54.1% | 0.080% | |
| 5/19/2026 | Western Wealth Management LLC | 1,177 | $33K | 0.0% | N/A | 0.008% | |
| 5/19/2026 | NewEdge Advisors LLC | 10,000 | $278K | 0.0% | -62.6% | 0.071% | |
| 5/19/2026 | Bank of America Corp DE | 666,803 | $18.56M | 0.0% | +19.4% | 4.746% | |
| 5/18/2026 | Royal Bank of Canada | 187,902 | $5.23M | 0.0% | -1.8% | 1.337% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 18,860 | $525K | 0.0% | +115.5% | 0.134% | |
| 5/15/2026 | Wealth Watch Advisors INC | 62,508 | $1.74M | 0.7% | +90.0% | 0.445% | |
| 5/15/2026 | Waverly Advisors LLC | 2,361 | $66K | 0.0% | N/A | 0.017% | |
| 5/13/2026 | NewEdge Wealth LLC | 46,648 | $1.30M | 0.0% | N/A | 0.332% | |
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| 5/7/2026 | Hanover Advisors Inc. | 20,234 | $563K | 0.2% | -6.0% | 0.144% | |
| 5/7/2026 | Decker Wealth Management LLC | 419,463 | $11.68M | 2.6% | N/A | 2.986% | |
| 5/6/2026 | SK Wealth Management LLC | 140,337 | $3.90M | 1.1% | +3.1% | 0.999% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 27,195 | $757K | 0.3% | -75.4% | 0.194% | |
| 5/5/2026 | NFSG Corp | 15,247 | $424K | 0.1% | +1,966.0% | 0.109% | |
| 5/5/2026 | Nwam LLC | 7,548 | $210K | 0.0% | N/A | 0.054% | |
| 5/1/2026 | Fifth Third Bancorp | 14,998 | $418K | 0.0% | N/A | 0.107% | |
| 4/29/2026 | Advance Capital Management Inc. | 372,995 | $10.38M | 0.4% | +9.7% | 2.655% | |
| 4/29/2026 | ORBA Wealth Advisors L.L.C. | 54,701 | $1.52M | 1.8% | -25.9% | 0.389% | |
| 4/27/2026 | World Investment Advisors | 15,626 | $435K | 0.0% | -58.2% | 0.111% | |
| 4/27/2026 | Private Advisor Group LLC | 36,803 | $1.03M | 0.0% | +46.9% | 0.262% | |
| 4/27/2026 | Sound Income Strategies LLC | 1,650 | $46K | 0.0% | +371.4% | 0.012% | |
| 4/20/2026 | Auour Investments LLC | 105,845 | $2.95M | 0.9% | +37.0% | 0.753% | |
| 4/16/2026 | Tactive Advisors LLC | 7,193 | $200K | 0.1% | N/A | 0.051% | |
| 4/16/2026 | Sheets Smith Wealth Management | 30,684 | $854K | 0.1% | +5.1% | 0.218% | |
| 4/16/2026 | Triad Wealth Partners LLC | 19,937 | $555K | 0.0% | N/A | 0.142% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 233,006 | $6.63M | 0.0% | +4.0% | 1.658% | |
| 3/13/2026 | World Investment Advisors | 37,405 | $1.06M | 0.0% | -63.0% | 0.266% | |
| 2/25/2026 | Tempo Wealth LLC | 15,712 | $447K | 0.1% | N/A | 0.112% | |
| 2/18/2026 | NewEdge Advisors LLC | 26,706 | $760K | 0.0% | +21.0% | 0.190% | |
| 2/18/2026 | VestGen Advisors LLC | 7,757 | $221K | 0.0% | -49.9% | 0.055% | |
| 2/18/2026 | OLD Mission Capital LLC | 26,610 | $757K | 0.0% | +206.8% | 0.189% | |
| 2/18/2026 | IHT Wealth Management LLC | 9,469 | $269K | 0.0% | +22.1% | 0.067% | |
| 2/18/2026 | Gotham Asset Management LLC | 34,192 | $972K | 0.0% | +168.0% | 0.243% | |
| 2/17/2026 | Equitable Holdings Inc. | 189,711 | $5.40M | 0.0% | +7.2% | 1.350% | |
| 2/17/2026 | Wealth Watch Advisors INC | 32,907 | $936K | 0.3% | +354.4% | 0.234% | |
| 2/17/2026 | Osaic Holdings Inc. | 168,029 | $4.78M | 0.0% | -44.4% | 1.196% | |
| 2/17/2026 | Advisory Services Network LLC | 7,908 | $225K | 0.0% | -79.2% | 0.056% | |
| 2/17/2026 | Royal Bank of Canada | 191,401 | $5.44M | 0.0% | -2.6% | 1.362% | |
| 2/16/2026 | Mariner LLC | 116,337 | $3.31M | 0.0% | -4.2% | 0.828% | |
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| 2/13/2026 | Inspire Advisors LLC | 158,169 | $4.50M | 0.4% | -11.1% | 1.126% | |
| 2/13/2026 | Stifel Financial Corp | 37,647 | $1.07M | 0.0% | -1.6% | 0.268% | |
| 2/13/2026 | Wells Fargo & Company MN | 509,088 | $14.48M | 0.0% | +33.8% | 3.623% | |
| 2/12/2026 | Jane Street Group LLC | 65,891 | $1.87M | 0.0% | -52.3% | 0.469% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 8,752 | $249K | 0.0% | +6.9% | 0.062% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 24,980 | $710K | 0.0% | +2.0% | 0.178% | |
| 2/11/2026 | Eldridge Investment Advisors Inc. | 66,392 | $1.89M | 0.4% | -42.7% | 0.473% | |
| 2/11/2026 | LPL Financial LLC | 792,466 | $22.54M | 0.0% | -0.4% | 5.640% | |
| 2/11/2026 | OneAscent Wealth Management LLC | 160,175 | $4.56M | 1.5% | +5.1% | 1.140% | |
| 2/11/2026 | OneAscent Financial Services LLC | 241,243 | $6.86M | 0.6% | +145.6% | 1.717% | |
| 2/11/2026 | OneAscent Family Office LLC | 52,448 | $1.49M | 1.0% | +60.1% | 0.373% | |
| 2/9/2026 | Collaborative Wealth Managment Inc. | 110,511 | $3.14M | 1.1% | +18.5% | 0.787% | |
| 2/9/2026 | Clearstead Trust LLC | 1,373 | $39K | 0.0% | -57.3% | 0.010% | |
| 2/6/2026 | Authentikos Wealth Advisory LLC | 14,964 | $426K | 0.3% | +12.4% | 0.107% | |
| 2/6/2026 | Redmont Wealth Advisors LLC | 8,850 | $252K | 0.4% | +4.6% | 0.063% | |
| 2/5/2026 | ORBA Wealth Advisors L.L.C. | 73,778 | $2.10M | 1.8% | +15.3% | 0.525% | |
| 2/4/2026 | World Investment Advisors | 37,405 | $1.06M | 0.0% | -63.0% | 0.266% | |
| 2/3/2026 | Luken Investment Analytics LLC | 577,598 | $16.43M | 6.5% | +3.8% | 4.111% | |
| 2/2/2026 | Truist Financial Corp | 14,058 | $400K | 0.0% | +34.7% | 0.100% | |
| 1/30/2026 | SK Wealth Management LLC | 136,142 | $3.88M | 1.1% | -21.9% | 0.969% | |
| 1/29/2026 | Comerica Bank | 13,062 | $371K | 0.0% | -9.9% | 0.093% | |
| 1/29/2026 | Concord Asset Management LLC VA | 1,076,804 | $30.62M | 5.3% | +3.6% | 7.664% | |
| 1/29/2026 | Concord Wealth Partners | 1,140,550 | $32.44M | 4.2% | +4.1% | 8.118% | |
| 1/29/2026 | UBS Group AG | 997,998 | $28.38M | 0.0% | +5.5% | 7.103% | |
| 1/27/2026 | ZEGA Investments LLC | 1,685,210 | $47.93M | 5.6% | +31.7% | 11.994% | |
| 1/26/2026 | CWM LLC | 115,217 | $3.28M | 0.0% | -9.7% | 0.820% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,215 | $35K | 0.0% | N/A | 0.009% | |
| 1/23/2026 | Hedeker Wealth LLC | 210,468 | $5.99M | 1.3% | -13.0% | 1.498% | |
| 1/22/2026 | Glass Jacobson Investment Advisors llc | 9,169 | $261K | 0.1% | N/A | 0.065% | |
| 1/21/2026 | Woodmont Investment Counsel LLC | 15,556 | $442K | 0.0% | +99.5% | 0.111% | |
| 1/20/2026 | Savvy Advisors Inc. | 21,438 | $610K | 0.0% | N/A | 0.153% | |
| 1/20/2026 | Sheets Smith Wealth Management | 29,207 | $831K | 0.1% | +2.2% | 0.208% | |
| 1/15/2026 | Saxony Capital Management LLC | 31,107 | $885K | 0.5% | N/A | 0.221% | |
| 1/14/2026 | Pallas Capital Advisors LLC | 467,436 | $13.29M | 0.4% | +9.8% | 3.327% | |
| 1/13/2026 | Sharkey Howes & Javer | 130,338 | $3.71M | 0.5% | -38.1% | 0.928% | |
| 1/12/2026 | Thompson Davis & CO. Inc. | 44,027 | $1.25M | 0.7% | +3.7% | 0.313% | |
| 1/12/2026 | Auour Investments LLC | 77,250 | $2.20M | 0.7% | +12.7% | 0.550% | |
| 1/9/2026 | Marshall Financial Group LLC | 16,040 | $456K | 0.1% | +30.7% | 0.114% | |
| 1/6/2026 | Advance Capital Management Inc. | 339,894 | $9.67M | 0.4% | -32.4% | 2.419% | |
| 1/5/2026 | Park Avenue Securities LLC | 20,963 | $596K | 0.0% | -52.7% | 0.149% | |
| 11/17/2025 | NewEdge Advisors LLC | 22,062 | $632K | 0.0% | +16.4% | 0.157% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 4,162 | $119K | 0.0% | N/A | 0.030% | |
| 11/17/2025 | Mariner LLC | 121,450 | $3.48M | 0.0% | +13.4% | 0.864% | |
| 11/17/2025 | Moors & Cabot Inc. | 18,696 | $536K | 0.0% | +67.4% | 0.133% | |
| 11/17/2025 | Bank of America Corp DE | 388,673 | $11.14M | 0.0% | +29.9% | 2.766% | |
| 11/14/2025 | Creative Planning | 47,156 | $1.35M | 0.0% | -2.7% | 0.336% | |
| 11/14/2025 | Raymond James Financial Inc. | 948,938 | $27.19M | 0.0% | +2.1% | 6.754% | |
| 11/14/2025 | Virtu Financial LLC | 29,401 | $842K | 0.0% | N/A | 0.209% | |
| 11/14/2025 | Equitable Holdings Inc. | 176,923 | $5.07M | 0.0% | +22.2% | 1.259% | |
| 11/14/2025 | Comerica Bank | 14,500 | $415K | 0.0% | +38.1% | 0.103% | |
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| 11/13/2025 | UBS Group AG | 946,246 | $27.11M | 0.0% | +3.1% | 6.735% | |
| 11/13/2025 | Private Advisor Group LLC | 10,536 | $302K | 0.0% | N/A | 0.075% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 107,582 | $3.08M | 0.0% | +3.8% | 0.766% | |
| 11/12/2025 | Insigneo Advisory Services LLC | 7,307 | $209K | 0.0% | -6.0% | 0.052% | |
| 11/10/2025 | Clearstead Trust LLC | 3,218 | $92K | 0.0% | -51.7% | 0.023% | |
| 11/7/2025 | Collaborative Wealth Managment Inc. | 93,237 | $2.67M | 1.1% | +12.4% | 0.664% | |
| 11/7/2025 | L & S Advisors Inc | 19,381 | $555K | 0.1% | -3.1% | 0.138% | |
| 11/7/2025 | Redmont Wealth Advisors LLC | 8,462 | $242K | 0.3% | N/A | 0.060% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 8,268 | $237K | 0.0% | N/A | 0.059% | |
| 11/7/2025 | Pallas Capital Advisors LLC | 425,571 | $12.19M | 0.4% | +4.4% | 3.029% | |