| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 6,321 | $306K | 0.1% | +6.6% | 0.034% | |
| 7/8/2026 | First Heartland Consultants Inc. | 8,066 | $390K | 0.0% | +36.6% | 0.043% | |
| 7/8/2026 | Sonoma Allocations LLC | 150,342 | $7.25M | 2.7% | +5.7% | 0.808% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 111,022 | $5.37M | 1.3% | +3.8% | 0.597% | |
| 7/8/2026 | Apella Capital LLC | 441,355 | $21.27M | 0.3% | +7.2% | 2.373% | |
| 7/8/2026 | Stonehearth Capital Management LLC | 4,910 | $237K | 0.1% | +6.2% | 0.026% | |
| 7/7/2026 | First Citizens Financial Corp | 13,353 | $646K | 0.3% | -16.8% | 0.072% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 27,561 | $1.33M | 0.0% | +14.2% | 0.148% | |
| 7/7/2026 | Avior Wealth Management LLC | 146,848 | $7.10M | 0.2% | +65.0% | 0.790% | |
| 7/7/2026 | CGN Advisors LLC | 232,330 | $11.23M | 0.8% | +5.6% | 1.249% | |
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| 7/6/2026 | Acima Private Wealth LLC | 215,439 | $10.42M | 3.0% | +2.1% | 1.158% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 108,113 | $5.23M | 0.9% | +2.5% | 0.581% | |
| 6/15/2026 | J. R. Prunier Capital Management LLC | 7,276 | $348K | 0.1% | N/A | 0.039% | |
| 6/9/2026 | Contango Wealth Management LLC | 27,409 | $1.31M | 1.5% | -45.8% | 0.147% | |
| 6/3/2026 | Parallel Advisors LLC | 883,008 | $42.23M | 0.8% | N/A | 4.747% | |
| 5/22/2026 | Verus Capital Partners LLC | 5,738 | $274K | 0.0% | -95.6% | 0.031% | |
| 5/19/2026 | Western Wealth Management LLC | 716 | $34K | 0.0% | N/A | 0.004% | |
| 5/19/2026 | Bank of America Corp DE | 1,078,443 | $51.57M | 0.0% | +247.3% | 5.798% | |
| 5/19/2026 | Centaurus Financial Inc. | 3,257 | $156K | 0.0% | N/A | 0.018% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 4,128 | $197K | 0.0% | +21.9% | 0.022% | |
| 5/18/2026 | Royal Bank of Canada | 357,688 | $17.10M | 0.0% | +164.4% | 1.923% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 25,128 | $1.20M | 0.0% | N/A | 0.135% | |
| 5/15/2026 | Everest Financial Group LLC | 5,628 | $269K | 0.0% | N/A | 0.030% | |
| 5/15/2026 | Waverly Advisors LLC | 64,901 | $3.10M | 0.0% | +7.2% | 0.349% | |
| 5/15/2026 | Stadion Money Management LLC | 238,297 | $11.40M | 1.1% | +2.0% | 1.281% | |
| 5/14/2026 | Lido Advisors LLC | 7,102 | $340K | 0.0% | N/A | 0.038% | |
| 5/13/2026 | Cetera Investment Advisers | 757,482 | $36.22M | 0.0% | +29.0% | 4.072% | |
| 5/8/2026 | Rice Partnership LLC | 1,490,968 | $71.30M | 9.7% | +4.4% | 8.016% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 2,166 | $104K | 0.1% | +141.2% | 0.012% | |
| 5/7/2026 | Beta Wealth Group Inc. | 39,967 | $1.91M | 0.8% | -34.2% | 0.215% | |
| 5/7/2026 | Parallel Advisors LLC | 883,008 | $42.23M | 0.7% | N/A | 4.747% | |
| 5/7/2026 | White & Co Financial Planning Inc | 71,097 | $3.40M | 2.4% | +10.2% | 0.382% | |
| 5/6/2026 | Helium Advisors LLC | 17,911 | $856K | 0.8% | -8.3% | 0.096% | |
| 5/5/2026 | Marks Group Wealth Management Inc | 21,241 | $1.02M | 0.1% | N/A | 0.114% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 27,766 | $1.33M | 0.0% | +24.2% | 0.149% | |
| 5/5/2026 | Sanctuary Advisors LLC | 44,995 | $2.15M | 0.0% | +30.8% | 0.242% | |
| 5/5/2026 | Sigma Planning Corp | 5,719 | $273K | 0.0% | +22.8% | 0.031% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 2,433,536 | $116.37M | 3.2% | +4.5% | 13.084% | |
| 5/4/2026 | Bleakley Financial Group LLC | 175,929 | $8.41M | 0.1% | +2.1% | 0.946% | |
| 5/4/2026 | Innealta Capital LLC | 25,865 | $1.24M | 0.8% | +91.3% | 0.139% | |
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| 5/2/2026 | International Assets Investment Management LLC | 13,316 | $636K | 0.0% | N/A | 0.072% | |
| 5/2/2026 | Valmark Advisers Inc. | 36,552 | $1.75M | 0.0% | +56.1% | 0.197% | |
| 5/1/2026 | Financial Connections Group Inc. | 242,579 | $11.60M | 4.0% | +43.7% | 1.304% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 5,431 | $260K | 0.0% | N/A | 0.029% | |
| 5/1/2026 | Cedar Mountain Advisors LLC | 105,457 | $5.04M | 1.0% | +1.9% | 0.567% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,369 | $257K | 0.0% | -37.5% | 0.029% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 22,020 | $1.05M | 0.0% | +1.9% | 0.118% | |
| 4/28/2026 | Berger Financial Group Inc | 34,697 | $1.66M | 0.1% | +6.6% | 0.187% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 12,748 | $610K | 0.1% | +4.5% | 0.069% | |
| 4/28/2026 | Peak Financial Management Inc. | 344,083 | $16.45M | 4.2% | +10.2% | 1.850% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 59,711 | $2.86M | 0.2% | -2.5% | 0.321% | |
| 4/27/2026 | Private Advisor Group LLC | 80,496 | $3.85M | 0.0% | -16.4% | 0.433% | |
| 4/23/2026 | Midwest Financial Partners Investments Inc. | 455,947 | $21.80M | 11.6% | +6.8% | 2.451% | |
| 4/23/2026 | Marmo Financial Group LLC | 109,996 | $5.26M | 2.6% | -1.1% | 0.591% | |
| 4/23/2026 | Etesian Wealth Advisors Inc. | 60,929 | $2.91M | 0.9% | +11.1% | 0.328% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 10,203 | $488K | 0.0% | -3.2% | 0.055% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 212,625 | $10.17M | 1.1% | +495.3% | 1.143% | |
| 4/22/2026 | Systelligence LLC | 56,676 | $2.71M | 0.5% | -28.2% | 0.305% | |
| 4/22/2026 | Narus Financial Partners LLC | 17,612 | $842K | 0.2% | +16.5% | 0.095% | |
| 4/22/2026 | Econ Financial Services Corp | 119,109 | $5.70M | 2.6% | +165.4% | 0.640% | |
| 4/21/2026 | Fiduciary Alliance LLC | 178,828 | $8.65M | 0.5% | +13.3% | 0.961% | |
| 4/20/2026 | Banque Cantonale Vaudoise | 3,454 | $165K | 0.0% | +53.9% | 0.019% | |
| 4/20/2026 | Apella Capital LLC | 411,563 | $19.97M | 0.3% | +193.3% | 2.213% | |
| 4/17/2026 | Certified Advisory Corp | 351,573 | $16.81M | 1.5% | +9.6% | 1.890% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 17,750 | $849K | 0.2% | N/A | 0.095% | |
| 4/17/2026 | Halbert Hargrove Global Advisors LLC | 127,589 | $6.10M | 0.3% | -3.8% | 0.686% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 55,360 | $2.70M | 0.0% | +13,402.4% | 0.298% | |
| 3/4/2026 | SHP Wealth Management | 42,854 | $2.09M | 0.2% | N/A | 0.230% | |
| 2/23/2026 | Sonoma Allocations LLC | 142,451 | $6.97M | 2.3% | +13.3% | 0.766% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 21,611 | $1.05M | 0.0% | +9.7% | 0.116% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 35,718 | $1.74M | 0.2% | -68.1% | 0.192% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 92,256 | $4.49M | 0.0% | N/A | 0.496% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 17,753 | $865K | 0.1% | +165.2% | 0.095% | |
| 2/18/2026 | IHT Wealth Management LLC | 24,814 | $1.21M | 0.0% | N/A | 0.133% | |
| 2/17/2026 | Cetera Investment Advisers | 587,164 | $28.60M | 0.0% | +32.2% | 3.157% | |
| 2/17/2026 | Equitable Holdings Inc. | 22,636 | $1.10M | 0.0% | +137.0% | 0.122% | |
| 2/17/2026 | Osaic Holdings Inc. | 67,045 | $3.27M | 0.0% | +73.0% | 0.360% | |
| 2/17/2026 | Running Point Capital Advisors LLC | 120,664 | $5.88M | 1.6% | +19.8% | 0.649% | |
| 2/17/2026 | Private Advisor Group LLC | 96,234 | $4.69M | 0.0% | +130.5% | 0.517% | |
| 2/17/2026 | Stadion Money Management LLC | 233,697 | $11.38M | 0.9% | N/A | 1.256% | |
| 2/17/2026 | Captrust Financial Advisors | 152,810 | $7.44M | 0.0% | -11.2% | 0.822% | |
| 2/17/2026 | &PARTNERS | 55,981 | $2.73M | 0.0% | +3.7% | 0.301% | |
| 2/17/2026 | Royal Bank of Canada | 135,294 | $6.59M | 0.0% | +39.6% | 0.727% | |
| 2/16/2026 | Mariner LLC | 37,199 | $1.81M | 0.0% | +2.8% | 0.200% | |
| 2/16/2026 | Brasada Capital Management LP | 6,711 | $328K | 0.1% | -5.2% | 0.036% | |
| 2/16/2026 | Beta Wealth Group Inc. | 60,724 | $2.96M | 1.2% | -1.0% | 0.326% | |
| 2/13/2026 | Jacobi Capital Management LLC | 54,725 | $2.67M | 0.2% | +6.7% | 0.294% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,592 | $418K | 0.0% | +13.8% | 0.046% | |
| 2/13/2026 | Winter & Associates Inc. | 44,800 | $2.18M | 2.0% | N/A | 0.241% | |
| 2/13/2026 | Visionary Wealth Advisors | 10,707 | $521K | 0.0% | +47.5% | 0.058% | |
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| 2/13/2026 | UMB Bank n.a. | 21,569 | $1.05M | 0.0% | N/A | 0.116% | |
| 2/13/2026 | Balanced Rock Investment Advisors LLC | 27,474 | $1.34M | 1.0% | +4.3% | 0.148% | |
| 2/13/2026 | Summit Financial LLC | 129,002 | $6.32M | 0.1% | N/A | 0.694% | |
| 2/12/2026 | Advisors Asset Management Inc. | 17,094 | $832K | 0.0% | -2.7% | 0.092% | |
| 2/12/2026 | Jane Street Group LLC | 179,739 | $8.75M | 0.0% | N/A | 0.966% | |
| 2/12/2026 | Helium Advisors LLC | 19,534 | $951K | 1.0% | +262.8% | 0.105% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 287,326 | $13.99M | 0.0% | -3.2% | 1.545% | |
| 2/12/2026 | Daybright Advisory Services Inc. | 19,571 | $953K | 0.3% | N/A | 0.105% | |
| 2/12/2026 | Betterment LLC | 6,395 | $311K | 0.0% | +22.1% | 0.034% | |
| 2/12/2026 | Bank of Montreal Can | 6,761 | $322K | 0.0% | N/A | 0.036% | |