| 5/5/2026 | Beaumont Financial Advisors LLC | 3,815 | $303K | 0.0% | +18.2% | 0.010% | |
| 5/5/2026 | Sanctuary Advisors LLC | 82,293 | $6.55M | 0.0% | -0.7% | 0.209% | |
| 5/4/2026 | Mattern Capital Management LLC | 7,168 | $570K | 0.1% | +51.5% | 0.018% | |
| 5/2/2026 | Valmark Advisers Inc. | 2,927 | $233K | 0.0% | -10.2% | 0.008% | |
| 5/1/2026 | Fifth Third Bancorp | 18,504 | $1.47M | 0.0% | +8.7% | 0.048% | |
| 4/30/2026 | Kestra Advisory Services LLC | 215,392 | $17.13M | 0.1% | +8.3% | 0.555% | |
| 4/30/2026 | Base Wealth Management LLC | 21,606 | $1.72M | 1.0% | +14.4% | 0.056% | |
| 4/29/2026 | SilverOak Wealth Management LLC | 131,306 | $10.44M | 1.7% | +2.5% | 0.338% | |
| 4/28/2026 | Private Wealth Partners LLC | 23,905 | $1.90M | 0.1% | -2.2% | 0.062% | |
| 4/27/2026 | World Investment Advisors | 3,725 | $296K | 0.0% | -52.5% | 0.010% | |
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| 4/27/2026 | Private Advisor Group LLC | 19,099 | $1.52M | 0.0% | -1.8% | 0.049% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 4,183 | $333K | 0.0% | N/A | 0.011% | |
| 4/24/2026 | Wagner Wealth Management LLC | 12,204 | $971K | 0.2% | +8.1% | 0.032% | |
| 4/23/2026 | Foundry Financial Group Inc. | 93,224 | $7.42M | 3.7% | -3.6% | 0.242% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 25,852 | $2.06M | 0.0% | +71.1% | 0.067% | |
| 4/22/2026 | Welch Financial Planning LLC | 88,517 | $7.04M | 5.1% | +3.7% | 0.230% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 22,428 | $1.78M | 0.1% | +31.0% | 0.059% | |
| 4/17/2026 | Krilogy Financial LLC | 32,991 | $2.62M | 0.1% | +13.3% | 0.085% | |
| 4/16/2026 | Cambridge Advisors Inc. | 3,441 | $274K | 0.1% | +7.9% | 0.009% | |
| 4/16/2026 | Freedom Financial Partners LLC | 107,231 | $8.53M | 3.0% | +15.6% | 0.278% | |
| 4/16/2026 | Founders Financial Securities LLC | 45,271 | $3.80M | 0.2% | -3.3% | 0.117% | |
| 4/16/2026 | Genesis Private Wealth LLC | 13,059 | $1.04M | 0.3% | +35.1% | 0.034% | |
| 3/13/2026 | World Investment Advisors | 7,845 | $707K | 0.0% | +4.3% | 0.021% | |
| 2/18/2026 | NewEdge Advisors LLC | 24,375 | $2.20M | 0.0% | +301.4% | 0.065% | |
| 2/18/2026 | Vertex Planning Partners LLC | 151,118 | $13.61M | 3.1% | +1.7% | 0.404% | |
| 2/18/2026 | IHT Wealth Management LLC | 8,750 | $746K | 0.0% | -48.2% | 0.023% | |
| 2/18/2026 | Evolve Private Wealth LLC | 3,973 | $358K | 0.0% | N/A | 0.011% | |
| 2/17/2026 | AQR Capital Management LLC | 2,836 | $255K | 0.0% | N/A | 0.008% | |
| 2/17/2026 | Cetera Investment Advisers | 125,187 | $11.28M | 0.0% | +28.7% | 0.334% | |
| 2/17/2026 | Osaic Holdings Inc. | 51,522 | $4.64M | 0.0% | +1.5% | 0.138% | |
| 2/17/2026 | &PARTNERS | 27,148 | $2.45M | 0.0% | +26.5% | 0.072% | |
| 2/17/2026 | Royal Bank of Canada | 332,503 | $29.95M | 0.0% | +208.2% | 0.888% | |
| 2/16/2026 | Tableaux LLC | 44,950 | $4.05M | 0.7% | +11.2% | 0.120% | |
| 2/16/2026 | Potentia Wealth | 45,319 | $4.08M | 1.5% | -2.3% | 0.121% | |
| 2/16/2026 | MML Investors Services LLC | 126,034 | $11.35M | 0.0% | +109.6% | 0.337% | |
| 2/16/2026 | Mariner LLC | 22,646 | $2.04M | 0.0% | +6.8% | 0.060% | |
| 2/14/2026 | Financially Speaking Inc | 980 | $88K | 0.1% | -99.4% | 0.003% | |
| 2/13/2026 | CreativeOne Wealth LLC | 5,335 | $481K | 0.0% | +28.6% | 0.014% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 2,507 | $226K | 0.1% | N/A | 0.007% | |
| 2/13/2026 | Kestra Advisory Services LLC | 198,964 | $17.92M | 0.1% | +5.6% | 0.531% | |
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| 2/13/2026 | Stifel Financial Corp | 9,804 | $883K | 0.0% | +114.3% | 0.026% | |
| 2/13/2026 | Wells Fargo & Company MN | 775,708 | $69.87M | 0.0% | +10.4% | 2.071% | |
| 2/13/2026 | Circle Wealth Management LLC | 25,907 | $2.33M | 0.0% | +94.3% | 0.069% | |
| 2/12/2026 | Jane Street Group LLC | 13,660 | $1.23M | 0.0% | +113.5% | 0.036% | |
| 2/12/2026 | HRT Financial LP | 21,436 | $1.93M | 0.0% | N/A | 0.057% | |
| 2/12/2026 | Triumph Capital Management | 19,892 | $1.79M | 0.4% | -4.0% | 0.053% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 120,769 | $10.88M | 0.0% | +10.1% | 0.322% | |
| 2/12/2026 | Ankerstar Wealth LLC | 14,546 | $1.31M | 1.3% | N/A | 0.039% | |
| 2/12/2026 | Renaissance Technologies LLC | 12,900 | $1.16M | 0.0% | -39.2% | 0.034% | |
| 2/12/2026 | Symphony Financial Services Inc. | 23,114 | $2.08M | 1.1% | N/A | 0.062% | |
| 2/12/2026 | Stelac Advisory Services LLC | 7,990 | $720K | 0.3% | N/A | 0.021% | |
| 2/11/2026 | Vestor Capital LLC | 6,788 | $611K | 0.0% | -98.6% | 0.018% | |
| 2/11/2026 | Hughes Financial Services LLC | 366,230 | $32.99M | 5.2% | -32.5% | 0.978% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 15,105 | $1.36M | 0.0% | +49.2% | 0.040% | |
| 2/11/2026 | LPL Financial LLC | 538,269 | $48.48M | 0.0% | +46.2% | 1.437% | |
| 2/11/2026 | JPMorgan Chase & Co. | 4,597,385 | $414.10M | 0.0% | +17.1% | 12.276% | |
| 2/11/2026 | Tradition Wealth Management LLC | 139,971 | $12.61M | 0.9% | +6.0% | 0.374% | |
| 2/11/2026 | Mascagni Wealth Management Inc. | 2,433 | $219K | 0.2% | -20.4% | 0.006% | |
| 2/10/2026 | Twin Peaks Wealth Advisors LLC | 3,280 | $279K | 0.1% | N/A | 0.009% | |
| 2/10/2026 | Founders Financial Securities LLC | 46,833 | $4.22M | 0.2% | -2.9% | 0.125% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 16,008 | $1.44M | 0.0% | -4.7% | 0.043% | |
| 2/9/2026 | Atticus Wealth Management LLC | 9,083 | $818K | 0.2% | +21.1% | 0.024% | |
| 2/9/2026 | North Star Asset Management Inc. | 13,312 | $1.20M | 0.0% | N/A | 0.036% | |
| 2/6/2026 | Ignite Planners LLC | 7,425 | $654K | 0.1% | +135.8% | 0.020% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 2,765 | $249K | 0.0% | N/A | 0.007% | |
| 2/6/2026 | Resolute Wealth Strategies LLC | 34,133 | $3.07M | 1.3% | +3.9% | 0.091% | |
| 2/6/2026 | HighTower Advisors LLC | 22,648 | $2.04M | 0.0% | +3.7% | 0.060% | |
| 2/5/2026 | Boulder Wealth Advisors LLC | 18,460 | $1.66M | 0.7% | N/A | 0.049% | |
| 2/4/2026 | Foundry Financial Group Inc. | 96,709 | $8.71M | 4.4% | +2.4% | 0.258% | |
| 2/4/2026 | World Investment Advisors | 7,845 | $707K | 0.0% | +4.3% | 0.021% | |
| 2/3/2026 | NewEdge Wealth LLC | 85,030 | $7.66M | 0.1% | -4.2% | 0.228% | |
| 2/3/2026 | GRIMES & Co WEALTH MANAGEMENT LLC | 2,577 | $232K | 0.0% | N/A | 0.007% | |
| 2/3/2026 | International Assets Investment Management LLC | 475 | $43K | 0.0% | N/A | 0.001% | |
| 2/2/2026 | Welch Financial Planning LLC | 85,334 | $7.69M | 5.6% | N/A | 0.229% | |
| 2/2/2026 | Truist Financial Corp | 10,103 | $910K | 0.0% | +3.5% | 0.027% | |
| 2/2/2026 | Avidian Wealth Enterprises LLC | 4,989 | $449K | 0.0% | -4.0% | 0.013% | |
| 2/2/2026 | Composition Wealth LLC | 361,341 | $32.55M | 0.5% | +2.8% | 0.971% | |
| 2/2/2026 | Horizon Investments LLC | 46,875 | $4.22M | 0.1% | -2.6% | 0.126% | |
| 2/2/2026 | Fifth Third Bancorp | 17,030 | $1.53M | 0.0% | N/A | 0.046% | |
| 2/2/2026 | Mutual Advisors LLC | 4,604 | $415K | 0.0% | +8.5% | 0.012% | |
| 1/30/2026 | Wagner Wealth Management LLC | 11,290 | $1.02M | 0.2% | -3.4% | 0.030% | |
| 1/30/2026 | Fagan Associates Inc. | 67,938 | $6.12M | 0.8% | -1.7% | 0.183% | |
| 1/29/2026 | Quadcap Wealth Management LLC | 93,075 | $8.39M | 1.0% | +13.2% | 0.251% | |
| 1/29/2026 | Comerica Bank | 900 | $81K | 0.0% | +80.0% | 0.002% | |
| 1/29/2026 | UBS Group AG | 439,134 | $39.55M | 0.0% | -2.7% | 1.182% | |
| 1/29/2026 | Sanctuary Advisors LLC | 82,885 | $7.47M | 0.0% | +152.0% | 0.223% | |
| 1/29/2026 | Mattern Capital Management LLC | 4,730 | $426K | 0.1% | +5.7% | 0.013% | |
| 1/28/2026 | Mountain Capital Investment Advisors Inc. | 4,743 | $429K | 0.1% | +22.3% | 0.013% | |
| 1/28/2026 | SilverOak Wealth Management LLC | 128,041 | $11.53M | 1.8% | +2.7% | 0.348% | |
| 1/27/2026 | BLVD Private Wealth LLC | 19,968 | $1.80M | 1.6% | -1.0% | 0.054% | |
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| 1/27/2026 | Private Wealth Partners LLC | 24,445 | $2.20M | 0.2% | +39.3% | 0.066% | |
| 1/27/2026 | 55 North Private Wealth LLC | 6,685 | $602K | 0.2% | N/A | 0.018% | |
| 1/27/2026 | Krilogy Financial LLC | 29,118 | $2.63M | 0.1% | +12.3% | 0.079% | |
| 1/26/2026 | CWM LLC | 7,701 | $694K | 0.0% | +196.4% | 0.021% | |
| 1/26/2026 | Red Mountain Financial LLC | 2,564 | $231K | 0.2% | N/A | 0.007% | |
| 1/23/2026 | Farther Finance Advisors LLC | 285 | $26K | 0.0% | N/A | 0.001% | |
| 1/23/2026 | Assetmark Inc. | 96,241 | $8.67M | 0.0% | N/A | 0.262% | |
| 1/23/2026 | Choreo LLC | 17,450 | $1.59M | 0.0% | +575.6% | 0.048% | |
| 1/22/2026 | Richardson Financial Services Inc. | 1,385 | $125K | 0.0% | N/A | 0.004% | |
| 1/22/2026 | Yarger Wealth Strategies LLC | 73,495 | $6.62M | 2.8% | +6.2% | 0.201% | |