| 7/10/2026 | Paladin Wealth LLC | 33,637 | $1.31M | 0.8% | +10.1% | 0.302% | |
| 7/8/2026 | Gradient Investments LLC | 905,457 | $35.19M | 0.5% | +4.1% | 8.135% | |
| 6/3/2026 | NewEdge Advisors LLC | 7,743 | $272K | 0.0% | -5.1% | 0.070% | |
| 5/19/2026 | Western Wealth Management LLC | 2,341 | $82K | 0.0% | N/A | 0.021% | |
| 5/19/2026 | NewEdge Advisors LLC | 7,743 | $272K | 0.0% | -5.1% | 0.070% | |
| 5/19/2026 | Bank of America Corp DE | 420,268 | $14.79M | 0.0% | -2.2% | 3.776% | |
| 5/18/2026 | Royal Bank of Canada | 15,888 | $559K | 0.0% | +60.4% | 0.143% | |
| 5/16/2026 | Copley Financial Group Inc. | 8,564 | $301K | 0.2% | -7.7% | 0.077% | |
| 5/13/2026 | Cetera Investment Advisers | 41,235 | $1.45M | 0.0% | -34.5% | 0.370% | |
| 5/6/2026 | Independent Financial Group LLC | 8,247 | $290K | 0.0% | N/A | 0.074% | |
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| 5/1/2026 | Fifth Third Bancorp | 9,947 | $350K | 0.0% | N/A | 0.089% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,597 | $654K | 0.0% | -58.3% | 0.167% | |
| 4/28/2026 | Ascentis Independent Advisors | 57,978 | $2.04M | 0.2% | N/A | 0.521% | |
| 4/28/2026 | Stephens Inc. AR | 51,559 | $1.81M | 0.0% | +4.4% | 0.463% | |
| 4/27/2026 | Private Advisor Group LLC | 7,997 | $281K | 0.0% | -3.4% | 0.072% | |
| 4/24/2026 | Essex Financial Services Inc. | 11,177 | $393K | 0.0% | -5.0% | 0.100% | |
| 4/24/2026 | Stegent Equity Advisors Inc. | 9,678 | $341K | 0.3% | -85.3% | 0.087% | |
| 4/22/2026 | TPG Advisors LLC | 47,801 | $1.68M | 1.0% | -22.5% | 0.429% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 11,650 | $410K | 0.0% | -4.1% | 0.105% | |
| 4/17/2026 | Financial Management Network Inc. | 476,202 | $17.21M | 2.6% | -15.0% | 4.279% | |
| 4/16/2026 | Paladin Wealth LLC | 30,562 | $1.08M | 0.7% | +12.7% | 0.275% | |
| 3/16/2026 | Bank of New Hampshire | 23,926 | $866K | 0.2% | +484.3% | 0.215% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 65,991 | $2.39M | 0.0% | -1.3% | 0.593% | |
| 2/18/2026 | EP Wealth Advisors LLC | 27,265 | $987K | 0.0% | N/A | 0.245% | |
| 2/18/2026 | NewEdge Advisors LLC | 8,156 | $295K | 0.0% | -13.4% | 0.073% | |
| 2/17/2026 | Cetera Investment Advisers | 62,933 | $2.28M | 0.0% | -5.0% | 0.565% | |
| 2/17/2026 | Equitable Holdings Inc. | 19,366 | $701K | 0.0% | -8.9% | 0.174% | |
| 2/17/2026 | Royal Bank of Canada | 9,907 | $359K | 0.0% | -84.3% | 0.089% | |
| 2/17/2026 | Copley Financial Group Inc. | 9,281 | $336K | 0.2% | -10.3% | 0.083% | |
| 2/16/2026 | MML Investors Services LLC | 139,784 | $5.06M | 0.0% | +9.7% | 1.256% | |
| 2/16/2026 | Mariner LLC | 14,687 | $532K | 0.0% | +9.8% | 0.132% | |
| 2/16/2026 | Arax Advisory Partners | 1,382 | $50K | 0.0% | N/A | 0.012% | |
| 2/13/2026 | Kestra Advisory Services LLC | 44,577 | $1.61M | 0.0% | -33.7% | 0.401% | |
| 2/13/2026 | Stifel Financial Corp | 48,964 | $1.77M | 0.0% | -0.6% | 0.440% | |
| 2/13/2026 | Focused Alpha LLC | 105,350 | $3.81M | 1.1% | N/A | 0.947% | |
| 2/13/2026 | A4 Wealth Advisors LLC | 8,729 | $316K | 0.3% | -28.4% | 0.078% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,003 | $73K | 0.0% | N/A | 0.018% | |
| 2/12/2026 | HRT Financial LP | 8,704 | $315K | 0.0% | N/A | 0.078% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 24,825 | $899K | 0.0% | -18.6% | 0.223% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 47,167 | $1.71M | 0.0% | -5.1% | 0.424% | |
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| 2/12/2026 | Great Lakes Advisors LLC | 1,134,513 | $41.07M | 0.3% | +5.7% | 10.193% | |
| 2/12/2026 | Mattson Financial Services LLC | 22,703 | $822K | 0.2% | -7.7% | 0.204% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 12,150 | $440K | 0.0% | -33.6% | 0.109% | |
| 2/11/2026 | LPL Financial LLC | 1,096,786 | $39.70M | 0.0% | -11.1% | 9.854% | |
| 2/11/2026 | Vise Technologies Inc. | 36,082 | $1.31M | 0.0% | N/A | 0.324% | |
| 2/10/2026 | Essex Financial Services Inc. | 11,771 | $426K | 0.0% | -16.6% | 0.106% | |
| 2/10/2026 | Soundwatch Capital LLC | 7,754 | $281K | 0.0% | +5.1% | 0.070% | |
| 2/10/2026 | Acorn Wealth Advisors LLC | 21,529 | $779K | 0.2% | -13.9% | 0.193% | |
| 2/9/2026 | Family Office Research LLC | 66,806 | $2.44M | 1.0% | -13.1% | 0.600% | |
| 2/9/2026 | Prospera Financial Services Inc | 64,030 | $2.32M | 0.0% | +0.5% | 0.575% | |
| 2/6/2026 | Principle Wealth Partners LLC | 11,904 | $431K | 0.0% | -2.5% | 0.107% | |
| 2/6/2026 | HighTower Advisors LLC | 28,134 | $1.02M | 0.0% | +5.8% | 0.253% | |
| 2/5/2026 | Eubel Brady & Suttman Asset Management Inc. | 80,942 | $2.93M | 0.3% | +0.7% | 0.727% | |
| 2/5/2026 | 1620 Investment Advisors Inc. | 835 | $30K | 0.0% | +67.0% | 0.008% | |
| 2/5/2026 | Stephens Inc. AR | 49,368 | $1.79M | 0.0% | -6.9% | 0.444% | |
| 2/5/2026 | Mesirow Financial Investment Management Inc. | 215,235 | $7.79M | 0.2% | -16.5% | 1.934% | |
| 2/5/2026 | Stonebridge Financial Planning Group LLC | 32,174 | $1.17M | 0.4% | +6.1% | 0.289% | |
| 2/3/2026 | Stiles Financial Services Inc | 21,923 | $794K | 0.2% | +2.1% | 0.197% | |
| 2/3/2026 | Tranquility Partners LLC | 13,338 | $483K | 0.2% | -2.3% | 0.120% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 10,126 | $367K | 0.0% | +57.0% | 0.091% | |
| 1/28/2026 | First Financial Group Corp | 21,563 | $781K | 0.7% | -12.2% | 0.194% | |
| 1/26/2026 | Pursue Wealth Partners LLC | 44,601 | $1.62M | 0.8% | +93.7% | 0.401% | |
| 1/23/2026 | Farther Finance Advisors LLC | 25,667 | $929K | 0.0% | -60.3% | 0.231% | |
| 1/22/2026 | IRON Financial LLC | 17,354 | $628K | 0.3% | -4.3% | 0.156% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 7,509 | $272K | 0.0% | -13.4% | 0.067% | |
| 1/21/2026 | Woodmont Investment Counsel LLC | 19,450 | $704K | 0.0% | -14.3% | 0.175% | |
| 1/21/2026 | TPG Advisors LLC | 61,702 | $2.23M | 1.4% | +2.7% | 0.554% | |
| 1/15/2026 | Paladin Wealth LLC | 27,125 | $982K | 0.7% | +22.4% | 0.244% | |
| 1/14/2026 | Stegent Equity Advisors Inc. | 65,858 | $2.38M | 1.9% | +6.0% | 0.592% | |
| 1/8/2026 | Financial Management Network Inc. | 560,002 | $20.41M | 3.2% | +1.4% | 5.031% | |
| 1/8/2026 | Gradient Investments LLC | 822,960 | $29.79M | 0.5% | +4.3% | 7.394% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 93,442 | $3.50M | 0.0% | +39.7% | 0.840% | |
| 1/8/2026 | Fermata Advisors LLC | 8,101 | $293K | 0.1% | -5.5% | 0.073% | |
| 1/1/2026 | JPMorgan Chase & Co. | 9,573 | $345K | 0.0% | +11,866.3% | 0.086% | |
| 12/2/2025 | Allworth Financial LP | 1,132 | $41K | 0.0% | +258.2% | 0.010% | |
| 12/2/2025 | IFP Advisors Inc | 4,339 | $157K | 0.0% | -40.2% | 0.039% | |
| 11/18/2025 | Copley Financial Group Inc. | 10,343 | $373K | 0.3% | -23.8% | 0.093% | |
| 11/18/2025 | Stonebridge Financial Planning Group LLC | 30,321 | $1.09M | 0.4% | +5.8% | 0.272% | |
| 11/18/2025 | Apexium Financial LP | 329,963 | $11.91M | 0.6% | +1.6% | 2.965% | |
| 11/17/2025 | NewEdge Advisors LLC | 9,417 | $340K | 0.0% | -7.6% | 0.085% | |
| 11/17/2025 | First Foundation Advisors | 48,069 | $1.73M | 0.1% | -4.8% | 0.432% | |
| 11/17/2025 | Susquehanna International Group LLP | 21,221 | $766K | 0.0% | N/A | 0.191% | |
| 11/17/2025 | Mariner LLC | 13,382 | $483K | 0.0% | -2.5% | 0.120% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 66,847 | $2.41M | 0.0% | -8.7% | 0.601% | |
| 11/17/2025 | Bank of America Corp DE | 606,447 | $21.88M | 0.0% | -0.5% | 5.449% | |
| 11/14/2025 | Raymond James Financial Inc. | 187,455 | $6.76M | 0.0% | +5.4% | 1.684% | |
| 11/14/2025 | TRUE Private Wealth Advisors | 65,533 | $2.36M | 0.2% | -25.4% | 0.589% | |
| 11/14/2025 | Equitable Holdings Inc. | 21,269 | $767K | 0.0% | -3.2% | 0.191% | |
| 11/12/2025 | Mesirow Financial Investment Management Inc. | 257,826 | $9.30M | 0.2% | +0.5% | 2.316% | |
| 11/10/2025 | Optiver Holding B.V. | 1,028 | $37K | 0.0% | N/A | 0.009% | |
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| 11/7/2025 | Essex Financial Services Inc. | 14,114 | $509K | 0.0% | -2.6% | 0.127% | |
| 11/7/2025 | JPMorgan Chase & Co. | 9,573 | $345K | 0.0% | +11,866.3% | 0.086% | |
| 11/7/2025 | Pursue Wealth Partners LLC | 23,022 | $831K | 0.5% | -15.4% | 0.207% | |
| 11/6/2025 | Eubel Brady & Suttman Asset Management Inc. | 80,383 | $2.90M | 0.3% | +4.1% | 0.722% | |
| 11/6/2025 | TPG Advisors LLC | 60,109 | $2.17M | 1.4% | +6.0% | 0.540% | |
| 11/6/2025 | Prospera Financial Services Inc | 63,698 | $2.30M | 0.0% | -2.5% | 0.572% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 6,451 | $233K | 0.0% | +12.1% | 0.058% | |
| 11/5/2025 | Soundwatch Capital LLC | 7,375 | $266K | 0.0% | -5.7% | 0.066% | |
| 11/4/2025 | Family Office Research LLC | 76,843 | $2.77M | 1.2% | -1.1% | 0.690% | |
| 11/4/2025 | Woodmont Investment Counsel LLC | 22,706 | $819K | 0.1% | -87.1% | 0.204% | |