| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 10,858 | $773K | 0.0% | -54.8% | 0.011% | |
| 6/3/2026 | NewEdge Advisors LLC | 12,683 | $828K | 0.0% | +3.0% | 0.013% | |
| 5/19/2026 | Bank of America Corp DE | 65,568 | $4.28M | 0.0% | -11.2% | 0.065% | |
| 5/18/2026 | Royal Bank of Canada | 1,506 | $97K | 0.0% | -27.4% | 0.001% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 13,825 | $902K | 0.0% | +156.2% | 0.014% | |
| 5/14/2026 | Ascension Capital Advisors Inc. | 5,349 | $349K | 0.1% | N/A | 0.005% | |
| 5/13/2026 | Cetera Investment Advisers | 274,866 | $17.94M | 0.0% | +12.0% | 0.271% | |
| 5/6/2026 | Assetmark Inc. | 436,168 | $28.47M | 0.1% | -1.4% | 0.430% | |
| 5/5/2026 | Signet Financial Management LLC | 64,754 | $4.23M | 0.5% | +79.3% | 0.064% | |
| 4/30/2026 | Kestra Advisory Services LLC | 3,364 | $220K | 0.0% | N/A | 0.003% | |
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| 4/29/2026 | WealthPLAN Partners LLC | 31,746 | $2.07M | 0.4% | +359.9% | 0.031% | |
| 4/28/2026 | Ascentis Independent Advisors | 8,280 | $540K | 0.0% | N/A | 0.008% | |
| 4/28/2026 | WBH Advisory Inc. | 57,128 | $3.74M | 0.3% | +12.2% | 0.056% | |
| 4/24/2026 | Root Financial Partners LLC | 919 | $60K | 0.0% | N/A | 0.001% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 400 | $26K | 0.0% | N/A | 0.000% | |
| 4/23/2026 | 3Chopt Investment Partners LLC | 8,243 | $538K | 0.1% | +1.8% | 0.008% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 852,864 | $55.67M | 0.1% | +7.2% | 0.843% | |
| 4/21/2026 | Unique Wealth LLC | 16,077 | $1.05M | 0.1% | N/A | 0.016% | |
| 4/21/2026 | Aegis Wealth Management Inc. | 3,487 | $228K | 0.2% | +13.2% | 0.003% | |
| 4/17/2026 | AdvisorNet Financial Inc | 8,408 | $549K | 0.0% | +4.6% | 0.008% | |
| 4/16/2026 | Triad Wealth Partners LLC | 37,752 | $2.46M | 0.2% | +10.0% | 0.037% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,228 | $83K | 0.0% | +1,361.9% | 0.001% | |
| 2/23/2026 | Virtu Financial LLC | 4,748 | $321K | 0.0% | -85.8% | 0.005% | |
| 2/18/2026 | NewEdge Advisors LLC | 12,310 | $833K | 0.0% | +3,072.7% | 0.012% | |
| 2/17/2026 | Cetera Investment Advisers | 245,392 | $16.61M | 0.0% | +9.7% | 0.242% | |
| 2/17/2026 | Equitable Holdings Inc. | 6,767 | $458K | 0.0% | +2.3% | 0.007% | |
| 2/17/2026 | Osaic Holdings Inc. | 35,505 | $2.40M | 0.0% | -68.7% | 0.035% | |
| 2/17/2026 | Advisory Services Network LLC | 4,462 | $302K | 0.0% | +40.1% | 0.004% | |
| 2/17/2026 | Royal Bank of Canada | 2,075 | $141K | 0.0% | -37.3% | 0.002% | |
| 2/16/2026 | MML Investors Services LLC | 83,436 | $5.65M | 0.0% | +4.3% | 0.082% | |
| 2/13/2026 | CreativeOne Wealth LLC | 43,047 | $2.91M | 0.1% | +27.4% | 0.042% | |
| 2/13/2026 | Visionary Wealth Advisors | 69,040 | $4.67M | 0.2% | -2.3% | 0.068% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 11,096 | $751K | 0.0% | -94.3% | 0.011% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,619 | $177K | 0.0% | +268.4% | 0.003% | |
| 2/13/2026 | Quadrant Capital Group LLC | 511 | $35K | 0.0% | N/A | 0.001% | |
| 2/12/2026 | Elevation Wealth Management LLC | 12,464 | $844K | 0.8% | N/A | 0.012% | |
| 2/12/2026 | Jane Street Group LLC | 5,375,353 | $363.75M | 0.1% | +6,481.6% | 5.304% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 30,517 | $2.07M | 0.0% | -39.5% | 0.030% | |
| 2/12/2026 | Wayfinding Financial LLC | 18,708 | $1.27M | 0.5% | +1.3% | 0.018% | |
| 2/12/2026 | WealthPLAN Partners LLC | 6,903 | $467K | 0.1% | N/A | 0.007% | |
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| 2/12/2026 | Great Valley Advisor Group Inc. | 13,467 | $912K | 0.0% | +14.3% | 0.013% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 5,397 | $365K | 0.0% | +11.6% | 0.005% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 795,657 | $53.84M | 0.1% | +0.3% | 0.785% | |
| 2/11/2026 | LPL Financial LLC | 1,308,376 | $88.54M | 0.0% | -6.5% | 1.291% | |
| 2/11/2026 | JPMorgan Chase & Co. | 63,657,812 | $4.31B | 0.3% | -10.6% | 62.810% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 4,801 | $325K | 0.0% | +11.7% | 0.005% | |
| 2/10/2026 | 3Chopt Investment Partners LLC | 8,094 | $548K | 0.1% | +2.6% | 0.008% | |
| 2/9/2026 | Cary Street Partners Investment Advisory LLC | 5,302 | $359K | 0.1% | +3.9% | 0.005% | |
| 2/6/2026 | Principle Wealth Partners LLC | 5,757 | $390K | 0.0% | -13.4% | 0.006% | |
| 2/6/2026 | Ignite Planners LLC | 3,248 | $225K | 0.0% | N/A | 0.003% | |
| 2/6/2026 | Vestmark Advisory Solutions Inc. | 665,286 | $45.02M | 0.6% | +10.7% | 0.656% | |
| 2/6/2026 | Global Retirement Partners LLC | 5,210 | $353K | 0.0% | -4.2% | 0.005% | |
| 2/6/2026 | IFP Advisors Inc | 16,000 | $1.08M | 0.0% | +5.3% | 0.016% | |
| 2/6/2026 | HighTower Advisors LLC | 3,420 | $231K | 0.0% | +9.3% | 0.003% | |
| 2/5/2026 | Aegis Wealth Management Inc. | 3,080 | $208K | 0.2% | N/A | 0.003% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 172,944 | $11.70M | 0.7% | +36.9% | 0.171% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 81,920 | $5.54M | 0.2% | -40.2% | 0.081% | |
| 2/3/2026 | Mitsubishi UFJ Asset Management Co. Ltd. | 584,303 | $39.76M | 0.0% | +8.2% | 0.583% | |
| 2/2/2026 | Mutual Advisors LLC | 50,852 | $3.44M | 0.1% | +3.5% | 0.051% | |
| 1/27/2026 | 5T Wealth LLC | 31,052 | $2.10M | 0.8% | +29.6% | 0.031% | |
| 1/26/2026 | Private Trust Co. NA | 3,862 | $261K | 0.0% | -4.9% | 0.004% | |
| 1/26/2026 | WBH Advisory Inc. | 50,925 | $3.45M | 0.3% | +13.6% | 0.051% | |
| 1/26/2026 | CWM LLC | 34,536 | $2.34M | 0.0% | +7.3% | 0.034% | |
| 1/23/2026 | Assetmark Inc. | 442,511 | $29.95M | 0.1% | -15.9% | 0.442% | |
| 1/22/2026 | Richardson Financial Services Inc. | 6,241 | $422K | 0.1% | -8.4% | 0.006% | |
| 1/22/2026 | Triad Wealth Partners LLC | 34,327 | $2.32M | 0.2% | +10.4% | 0.034% | |
| 1/22/2026 | Echo Wealth Management LLC | 3,003 | $203K | 0.1% | -13.6% | 0.003% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 3,212 | $217K | 0.0% | -13.0% | 0.003% | |
| 1/21/2026 | Lockerman Financial Group Inc. | 15,267 | $1.03M | 2.0% | -5.2% | 0.015% | |
| 1/20/2026 | Ascent Group LLC | 26,662 | $1.80M | 0.1% | -6.3% | 0.027% | |
| 1/15/2026 | Econ Financial Services Corp | 49,123 | $3.32M | 1.7% | N/A | 0.049% | |
| 1/14/2026 | ORG Partners LLC | 7,035 | $476K | 0.1% | +18.0% | 0.007% | |
| 1/12/2026 | Daymark Wealth Partners LLC | 17,667 | $1.20M | 0.0% | -93.8% | 0.018% | |
| 1/12/2026 | Arlington Financial Advisors LLC | 317,216 | $21.47M | 3.1% | +3.2% | 0.317% | |
| 1/8/2026 | Firethorn Wealth Partners LLC | 7,830 | $530K | 0.2% | -9.8% | 0.008% | |
| 1/8/2026 | Signet Financial Management LLC | 36,113 | $2.44M | 0.3% | +35.1% | 0.036% | |
| 1/7/2026 | Lake Street Private Wealth LLC | 12,676 | $858K | 0.1% | +1.3% | 0.013% | |
| 1/7/2026 | MassMutual Private Wealth & Trust FSB | 24,391 | $1.65M | 0.0% | -1.9% | 0.024% | |
| 12/2/2025 | IFP Advisors Inc | 15,194 | $1.03M | 0.0% | -5.3% | 0.014% | |
| 11/20/2025 | Wilmington Savings Fund Society FSB | 538 | $36K | 0.0% | N/A | 0.001% | |
| 11/18/2025 | Advisory Services Network LLC | 3,186 | $216K | 0.0% | -7.2% | 0.003% | |
| 11/17/2025 | Susquehanna International Group LLP | 321,172 | $21.77M | 0.0% | +70.5% | 0.299% | |
| 11/17/2025 | Qube Research & Technologies Ltd | 22,227 | $1.51M | 0.0% | +236.1% | 0.021% | |
| 11/17/2025 | National Bank of Canada FI | 1,094 | $74K | 0.0% | N/A | 0.001% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 196,189 | $13.30M | 0.1% | +1,001.3% | 0.183% | |
| 11/17/2025 | Flow Traders U.S. LLC | 175,317 | $11.88M | 0.5% | +55.0% | 0.163% | |
| 11/17/2025 | Citadel Advisors LLC | 132,832 | $9.00M | 0.0% | -69.1% | 0.124% | |
| 11/17/2025 | Bank of America Corp DE | 73,415 | $4.98M | 0.0% | -11.3% | 0.068% | |
| 11/14/2025 | Raymond James Financial Inc. | 16,589 | $1.12M | 0.0% | -37.1% | 0.015% | |
| 11/14/2025 | Virtu Financial LLC | 33,351 | $2.26M | 0.1% | N/A | 0.031% | |
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| 11/14/2025 | Equitable Holdings Inc. | 6,614 | $448K | 0.0% | N/A | 0.006% | |
| 11/14/2025 | Wayfinding Financial LLC | 18,473 | $1.25M | 0.5% | -17.6% | 0.017% | |
| 11/14/2025 | Olde Wealth Management LLC | 3,613 | $246K | 0.1% | N/A | 0.003% | |
| 11/14/2025 | von Borstel & Associates Inc. | 18,512 | $1.26M | 0.2% | N/A | 0.017% | |
| 11/13/2025 | GeoWealth Management LLC | 6,094 | $413K | 0.0% | -38.6% | 0.006% | |
| 11/13/2025 | CreativeOne Wealth LLC | 33,781 | $2.29M | 0.1% | -30.5% | 0.031% | |
| 11/13/2025 | HUB Investment Partners LLC | 118,310 | $8.02M | 0.3% | N/A | 0.110% | |
| 11/12/2025 | Mitsubishi UFJ Asset Management Co. Ltd. | 540,156 | $36.61M | 0.0% | +156.0% | 0.503% | |
| 11/10/2025 | Lake Street Private Wealth LLC | 12,513 | $848K | 0.1% | -22.0% | 0.012% | |
| 11/10/2025 | Cary Street Partners Investment Advisory LLC | 5,104 | $346K | 0.1% | -19.0% | 0.005% | |