| 7/1/2026 | Roxbury Financial LLC | 3,307 | $189K | 0.1% | +80.2% | 0.037% | |
| 5/19/2026 | Western Wealth Management LLC | 475 | $26K | 0.0% | N/A | 0.005% | |
| 5/19/2026 | Bank of America Corp DE | 120,815 | $6.60M | 0.0% | +9.0% | 1.365% | |
| 5/18/2026 | Royal Bank of Canada | 18,472 | $1.01M | 0.0% | +7.4% | 0.209% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 49,250 | $2.69M | 0.1% | +112.7% | 0.556% | |
| 5/13/2026 | Cetera Investment Advisers | 204,533 | $11.17M | 0.0% | +2.4% | 2.311% | |
| 5/13/2026 | First Trust Advisors LP | 1,079,715 | $58.96M | 0.0% | +52.5% | 12.200% | |
| 5/7/2026 | Parallel Advisors LLC | 2,381 | $130K | 0.0% | N/A | 0.027% | |
| 5/6/2026 | Assetmark Inc. | 123,126 | $6.72M | 0.0% | +6.7% | 1.391% | |
| 5/6/2026 | Independent Financial Group LLC | 7,906 | $432K | 0.0% | N/A | 0.089% | |
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| 5/5/2026 | Bank of New York Mellon Corp | 27,526 | $1.50M | 0.0% | +2.2% | 0.311% | |
| 5/5/2026 | Sanctuary Advisors LLC | 11,573 | $632K | 0.0% | +2.7% | 0.131% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 5,082 | $278K | 0.1% | +15.4% | 0.057% | |
| 5/4/2026 | HBW Advisory Services LLC | 10,708 | $585K | 0.1% | +4.0% | 0.121% | |
| 5/4/2026 | NWF Advisory Services Inc. | 27,310 | $1.49M | 0.2% | -1.2% | 0.309% | |
| 5/1/2026 | Fifth Third Bancorp | 2,643 | $144K | 0.0% | N/A | 0.030% | |
| 4/30/2026 | Hsbc Holdings PLC | 23,500 | $1.28M | 0.0% | N/A | 0.266% | |
| 4/30/2026 | Kestra Advisory Services LLC | 12,732 | $695K | 0.0% | -8.5% | 0.144% | |
| 4/29/2026 | Richmond Investment Services LLC | 14,907 | $814K | 0.1% | -9.7% | 0.168% | |
| 4/24/2026 | Bellevue Asset Management LLC | 24,032 | $1.31M | 0.7% | +3.5% | 0.272% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 3,692 | $202K | 0.0% | N/A | 0.042% | |
| 4/23/2026 | Apollon Wealth Management LLC | 3,803 | $208K | 0.0% | -5.3% | 0.043% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 57,769 | $3.16M | 0.0% | -1.4% | 0.653% | |
| 4/20/2026 | RFG Advisory LLC | 6,372 | $348K | 0.0% | +21.5% | 0.072% | |
| 4/17/2026 | Roxbury Financial LLC | 1,835 | $100K | 0.1% | N/A | 0.021% | |
| 4/16/2026 | Triad Wealth Partners LLC | 10,165 | $555K | 0.0% | -21.0% | 0.114% | |
| 3/3/2026 | NWF Advisory Services Inc. | 27,630 | $1.49M | 0.2% | +2.7% | 0.354% | |
| 2/18/2026 | Pacific Excel Wealth Advisors Inc. | 6,817 | $366K | 0.7% | N/A | 0.087% | |
| 2/17/2026 | Cetera Investment Advisers | 199,664 | $10.73M | 0.0% | -0.6% | 2.560% | |
| 2/17/2026 | Osaic Holdings Inc. | 82,223 | $4.42M | 0.0% | -3.3% | 1.054% | |
| 2/17/2026 | &PARTNERS | 72,684 | $3.91M | 0.0% | +398.2% | 0.932% | |
| 2/17/2026 | Royal Bank of Canada | 17,201 | $924K | 0.0% | -29.2% | 0.221% | |
| 2/16/2026 | MML Investors Services LLC | 38,945 | $2.09M | 0.0% | -2.4% | 0.499% | |
| 2/13/2026 | Kestra Advisory Services LLC | 13,920 | $748K | 0.0% | -1.2% | 0.178% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 4,119 | $221K | 0.0% | N/A | 0.053% | |
| 2/13/2026 | Stifel Financial Corp | 59,605 | $3.20M | 0.0% | +8.9% | 0.764% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 474 | $26K | 0.0% | +305.1% | 0.006% | |
| 2/13/2026 | First Trust Advisors LP | 707,815 | $38.05M | 0.0% | N/A | 9.075% | |
| 2/13/2026 | Wells Fargo & Company MN | 163,267 | $8.78M | 0.0% | -30.7% | 2.093% | |
| 2/13/2026 | RPg Family Wealth Advisory LLC | 15,666 | $842K | 0.2% | -8.4% | 0.201% | |
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| 2/12/2026 | Jane Street Group LLC | 15,767 | $848K | 0.0% | -43.9% | 0.202% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 26,678 | $1.43M | 0.0% | +1.6% | 0.342% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 50,123 | $2.69M | 0.0% | -3.6% | 0.643% | |
| 2/12/2026 | StoneX Group Inc. | 4,461 | $240K | 0.0% | -6.9% | 0.057% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 45,232 | $2.43M | 0.0% | +1.3% | 0.580% | |
| 2/12/2026 | Wedbush Securities Inc. | 5,539 | $298K | 0.0% | +11.4% | 0.071% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 23,154 | $1.25M | 0.1% | +9.3% | 0.297% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 58,579 | $3.15M | 0.0% | +14.7% | 0.751% | |
| 2/11/2026 | 1776 Wealth LLC | 9,839 | $529K | 0.2% | -2.6% | 0.126% | |
| 2/11/2026 | LPL Financial LLC | 508,290 | $27.32M | 0.0% | +9.0% | 6.517% | |
| 2/11/2026 | OneAscent Financial Services LLC | 18,362 | $987K | 0.1% | -4.9% | 0.235% | |
| 2/9/2026 | Harbour Investments Inc. | 31,088 | $1.67M | 0.0% | -1.0% | 0.399% | |
| 2/9/2026 | Prospera Financial Services Inc | 40,288 | $2.17M | 0.0% | +3.2% | 0.517% | |
| 2/6/2026 | IFP Advisors Inc | 36,325 | $1.95M | 0.0% | +4.7% | 0.466% | |
| 2/5/2026 | Tucker Asset Management LLC | 3,123 | $168K | 0.0% | -19.3% | 0.040% | |
| 2/3/2026 | NewEdge Wealth LLC | 13,243 | $712K | 0.0% | -1.7% | 0.170% | |
| 2/3/2026 | FSB Premier Wealth Management Inc. | 6,379 | $343K | 0.1% | -2.7% | 0.082% | |
| 2/2/2026 | Benjamin Edwards Inc. | 88,822 | $4.78M | 0.1% | +29.5% | 1.139% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 10,710 | $576K | 0.0% | N/A | 0.137% | |
| 1/29/2026 | D.A. Davidson & CO. | 10,930 | $588K | 0.0% | +3.6% | 0.140% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 7,421 | $399K | 0.0% | +8.0% | 0.095% | |
| 1/29/2026 | UBS Group AG | 196,426 | $10.56M | 0.0% | +9.1% | 2.518% | |
| 1/29/2026 | Sanctuary Advisors LLC | 11,268 | $606K | 0.0% | +3.6% | 0.144% | |
| 1/29/2026 | Dunhill Financial LLC | 18,629 | $1.01M | 0.2% | +276.9% | 0.239% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 4,332 | $233K | 0.0% | N/A | 0.056% | |
| 1/27/2026 | Morey & Quinn Wealth Partners LLC | 3,821 | $205K | 0.1% | -7.5% | 0.049% | |
| 1/27/2026 | PFG Advisors | 5,731 | $308K | 0.0% | -37.1% | 0.073% | |
| 1/26/2026 | Iams Wealth Management LLC | 12,141 | $653K | 0.2% | -10.9% | 0.156% | |
| 1/23/2026 | Farther Finance Advisors LLC | 20,470 | $1.10M | 0.0% | -2.2% | 0.262% | |
| 1/23/2026 | HBW Advisory Services LLC | 10,298 | $554K | 0.1% | N/A | 0.132% | |
| 1/23/2026 | Smith Moore & CO. | 14,107 | $758K | 0.1% | +236.7% | 0.181% | |
| 1/23/2026 | Mainsail Financial Group LLC | 43,659 | $2.35M | 1.0% | +1.3% | 0.560% | |
| 1/22/2026 | Apollon Wealth Management LLC | 4,016 | $216K | 0.0% | -8.4% | 0.051% | |
| 1/22/2026 | Triad Wealth Partners LLC | 12,861 | $691K | 0.1% | N/A | 0.165% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 1,130 | $61K | 0.0% | N/A | 0.014% | |
| 1/14/2026 | ORG Partners LLC | 3,000 | $161K | 0.0% | +50.0% | 0.039% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 273,730 | $15.09M | 0.0% | -0.4% | 3.602% | |
| 1/7/2026 | Private Client Services LLC | 3,859 | $207K | 0.1% | N/A | 0.051% | |
| 1/5/2026 | Park Avenue Securities LLC | 18,016 | $968K | 0.0% | -4.9% | 0.237% | |
| 1/1/2026 | JPMorgan Chase & Co. | 1,657 | $85K | 0.0% | -14.1% | 0.024% | |
| 11/21/2025 | Tcfg Wealth Management LLC | 8,420 | $431K | 0.1% | -2.6% | 0.123% | |
| 11/18/2025 | Tcfg Wealth Management LLC | 8,420 | $431K | 0.0% | -2.6% | 0.123% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 6,869 | $352K | 0.0% | +6.1% | 0.100% | |
| 11/17/2025 | NewEdge Advisors LLC | 1,300 | $67K | 0.0% | +20.9% | 0.019% | |
| 11/17/2025 | Susquehanna International Group LLP | 21,753 | $1.11M | 0.0% | +38.6% | 0.318% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 4,145 | $212K | 0.0% | +7.6% | 0.061% | |
| 11/17/2025 | Citadel Advisors LLC | 65,767 | $3.37M | 0.0% | N/A | 0.960% | |
| 11/17/2025 | Bank of America Corp DE | 84,300 | $4.32M | 0.0% | +18.5% | 1.231% | |
| 11/17/2025 | Ameriprise Financial Inc. | 15,233 | $780K | 0.0% | N/A | 0.222% | |
| 11/14/2025 | Raymond James Financial Inc. | 86,972 | $4.45M | 0.0% | +1.1% | 1.270% | |
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| 11/14/2025 | Comerica Bank | 2,756 | $141K | 0.0% | +10.0% | 0.040% | |
| 11/13/2025 | UBS Group AG | 180,053 | $9.22M | 0.0% | +12.2% | 2.629% | |
| 11/13/2025 | PFG Advisors | 9,108 | $466K | 0.0% | -26.4% | 0.133% | |
| 11/12/2025 | Smith Moore & CO. | 4,190 | $214K | 0.0% | N/A | 0.061% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 26,245 | $1.34M | 0.0% | -4.9% | 0.383% | |
| 11/12/2025 | RPg Family Wealth Advisory LLC | 17,104 | $875K | 0.2% | -8.1% | 0.250% | |
| 11/12/2025 | US Bancorp DE | 1,000 | $51K | 0.0% | -84.6% | 0.015% | |
| 11/10/2025 | Private Advisory Group LLC | 13,929 | $713K | 0.1% | -54.8% | 0.203% | |
| 11/10/2025 | Rossby Financial LCC | 1,257 | $65K | 0.0% | +32.5% | 0.018% | |
| 11/7/2025 | JPMorgan Chase & Co. | 1,657 | $85K | 0.0% | -14.1% | 0.024% | |