| 5/5/2026 | Gentry Private Wealth LLC | 18,707 | $836K | 0.5% | -5.5% | 0.099% | |
| 5/1/2026 | Fifth Third Bancorp | 4,656 | $208K | 0.0% | N/A | 0.025% | |
| 4/27/2026 | Private Advisor Group LLC | 23,890 | $1.07M | 0.0% | +10.0% | 0.126% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,288,857 | $57.60M | 0.1% | +2.0% | 6.819% | |
| 4/21/2026 | Fairvoy Private Wealth LLC | 73,089 | $3.27M | 0.8% | N/A | 0.387% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 25,702 | $1.15M | 0.0% | +69.5% | 0.136% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 539,939 | $25.66M | 0.0% | +5.9% | 4.163% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 35,838 | $1.70M | 0.1% | +8.9% | 0.276% | |
| 2/17/2026 | Osaic Holdings Inc. | 56,900 | $2.71M | 0.0% | -9.7% | 0.439% | |
| 2/17/2026 | Royal Bank of Canada | 364,786 | $17.34M | 0.0% | +7.3% | 2.813% | |
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| 2/13/2026 | Kestra Advisory Services LLC | 802 | $38K | 0.0% | N/A | 0.006% | |
| 2/13/2026 | Stifel Financial Corp | 231,817 | $11.02M | 0.0% | +14.1% | 1.787% | |
| 2/13/2026 | Arkadios Wealth Advisors | 21,469 | $1.02M | 0.0% | +3.2% | 0.166% | |
| 2/13/2026 | Victory Capital Management Inc. | 5,480,761 | $260.45M | 0.1% | +7.8% | 42.257% | |
| 2/13/2026 | Summit Financial LLC | 90,834 | $4.32M | 0.1% | -3.3% | 0.700% | |
| 2/12/2026 | StoneX Group Inc. | 17,728 | $842K | 0.0% | +15.1% | 0.137% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 46,252 | $2.20M | 0.0% | +1.2% | 0.357% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 1,263,932 | $60.06M | 0.1% | +14.1% | 9.745% | |
| 2/11/2026 | Capital Analysts LLC | 2,637 | $126K | 0.0% | N/A | 0.020% | |
| 2/11/2026 | LPL Financial LLC | 1,094,146 | $51.99M | 0.0% | +33.5% | 8.436% | |
| 2/11/2026 | Tradition Wealth Management LLC | 80,136 | $3.81M | 0.3% | +11.7% | 0.618% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 73,770 | $3.51M | 0.1% | N/A | 0.569% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 4,227 | $201K | 0.0% | +6.1% | 0.033% | |
| 2/9/2026 | Kuhn & Co Investment Counsel | 56,502 | $2.69M | 1.8% | +9.7% | 0.436% | |
| 2/6/2026 | HighTower Advisors LLC | 7,466 | $355K | 0.0% | -3.1% | 0.058% | |
| 2/5/2026 | Stephens Inc. AR | 14,600 | $694K | 0.0% | -8.1% | 0.113% | |
| 2/2/2026 | Truist Financial Corp | 1,119,138 | $53.18M | 0.1% | +5.7% | 8.629% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 15,165 | $721K | 0.0% | +226.9% | 0.117% | |
| 1/29/2026 | Huntleigh Advisors Inc. | 95,662 | $4.55M | 0.8% | +2.7% | 0.738% | |
| 1/29/2026 | Sanctuary Advisors LLC | 27,793 | $1.32M | 0.0% | +2.5% | 0.214% | |
| 1/29/2026 | Broadway Wealth Solutions Inc. | 5,302 | $252K | 0.1% | -10.9% | 0.041% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 8,239 | $392K | 0.0% | +55.4% | 0.064% | |
| 1/28/2026 | Gentry Private Wealth LLC | 19,796 | $941K | 0.6% | -16.6% | 0.153% | |
| 1/21/2026 | MBL Wealth LLC | 234,717 | $11.15M | 0.9% | +4.6% | 1.810% | |
| 1/12/2026 | DAVENPORT & Co LLC | 24,250 | $1.15M | 0.0% | +67.8% | 0.187% | |
| 1/9/2026 | Leverty Financial Group LLC | 14,782 | $702K | 0.2% | -8.7% | 0.114% | |
| 1/8/2026 | Firethorn Wealth Partners LLC | 33,157 | $1.58M | 0.6% | -2.7% | 0.256% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 273,112 | $13.12M | 0.0% | +16.1% | 2.106% | |
| 1/5/2026 | GoalVest Advisory LLC | 8,027 | $381K | 0.1% | +571.2% | 0.062% | |
| 12/2/2025 | Allworth Financial LP | 1,682 | $78K | 0.0% | N/A | 0.013% | |
|
| 11/17/2025 | Kestra Private Wealth Services LLC | 4,639 | $214K | 0.0% | N/A | 0.036% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 3,983 | $184K | 0.0% | N/A | 0.031% | |
| 11/14/2025 | Raymond James Financial Inc. | 992,250 | $45.86M | 0.0% | +12.4% | 7.650% | |
| 11/14/2025 | Comerica Bank | 4,483 | $207K | 0.0% | +11.2% | 0.035% | |
| 11/12/2025 | Victory Capital Management Inc. | 5,085,288 | $235.02M | 0.1% | +1.5% | 39.208% | |
| 11/12/2025 | Gentry Private Wealth LLC | 23,725 | $1.10M | 0.8% | -30.8% | 0.183% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 314,032 | $14.51M | 0.0% | +4.5% | 2.421% | |
| 11/3/2025 | Coastal Bridge Advisors LLC | 32,900 | $1.52M | 0.1% | +0.9% | 0.254% | |
| 11/3/2025 | Truist Financial Corp | 1,059,059 | $48.95M | 0.1% | -3.1% | 8.165% | |
| 10/30/2025 | Huntleigh Advisors Inc. | 93,188 | $4.31M | 0.7% | +2.8% | 0.718% | |
| 10/29/2025 | Arkadios Wealth Advisors | 20,803 | $961K | 0.0% | +4.0% | 0.160% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 235,138 | $10.92M | 0.0% | +176.0% | 1.813% | |
| 10/28/2025 | Kuhn & Co Investment Counsel | 51,493 | $2.38M | 1.9% | -1.1% | 0.397% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 5,302 | $245K | 0.0% | +10.5% | 0.041% | |
| 10/27/2025 | New Republic Capital LLC | 5,296 | $245K | 0.1% | N/A | 0.041% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 48,651 | $2.25M | 0.1% | +3.9% | 0.375% | |
| 10/22/2025 | D.A. Davidson & CO. | 102,210 | $4.72M | 0.0% | +3.8% | 0.788% | |
| 10/22/2025 | GoalVest Advisory LLC | 1,196 | $55K | 0.0% | +666.7% | 0.009% | |
| 10/16/2025 | MBL Wealth LLC | 224,443 | $10.37M | 0.9% | +3.1% | 1.730% | |
| 10/15/2025 | DAVENPORT & Co LLC | 14,454 | $668K | 0.0% | +18.5% | 0.111% | |
| 10/8/2025 | Firethorn Wealth Partners LLC | 34,082 | $1.58M | 0.6% | +78.8% | 0.263% | |
| 10/8/2025 | Leverty Financial Group LLC | 16,199 | $749K | 0.2% | -7.1% | 0.125% | |
| 9/4/2025 | Osaic Holdings Inc. | 67,114 | $2.90M | 0.0% | +0.9% | 0.517% | |
| 8/14/2025 | Raymond James Financial Inc. | 882,830 | $38.05M | 0.0% | +0.3% | 6.807% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 15,436 | $665K | 0.0% | +21.7% | 0.119% | |
| 8/13/2025 | StoneX Group Inc. | 14,998 | $646K | 0.0% | +6.9% | 0.116% | |
| 8/13/2025 | Kuhn & Co Investment Counsel | 52,078 | $2.25M | 1.7% | +11.8% | 0.402% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 5,494 | $237K | 0.0% | -11.6% | 0.042% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 436,886 | $18.83M | 0.0% | +0.8% | 3.368% | |
| 8/4/2025 | Arkadios Wealth Advisors | 20,004 | $862K | 0.0% | +78.6% | 0.154% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 300,567 | $12.95M | 0.0% | +11.9% | 2.317% | |
| 7/30/2025 | D.A. Davidson & CO. | 98,423 | $4.24M | 0.0% | N/A | 0.759% | |
| 7/29/2025 | Stephens Inc. AR | 15,890 | $685K | 0.0% | +146.7% | 0.123% | |
| 7/29/2025 | Huntleigh Advisors Inc. | 90,638 | $3.91M | 0.8% | +4.6% | 0.699% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,973 | $344K | 0.0% | N/A | 0.061% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,800 | $207K | 0.0% | N/A | 0.037% | |
| 7/22/2025 | DAVENPORT & Co LLC | 12,198 | $526K | 0.0% | +25.0% | 0.094% | |
| 7/22/2025 | MBL Wealth LLC | 217,591 | $9.38M | 0.9% | +60.5% | 1.678% | |
| 7/18/2025 | Truist Financial Corp | 1,092,532 | $47.09M | 0.1% | +16.5% | 8.424% | |
| 7/18/2025 | Broadway Wealth Solutions Inc. | 5,952 | $257K | 0.2% | +4.0% | 0.046% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,069,637 | $46.10M | 0.1% | -22.5% | 8.247% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 85,203 | $3.71M | 0.0% | +245.8% | 0.657% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 5,544 | $215K | 0.0% | N/A | 0.043% | |
| 5/21/2025 | MBL Wealth LLC | 135,594 | $5.26M | 0.5% | +66.1% | 1.092% | |
| 5/19/2025 | Jane Street Group LLC | 12,285 | $477K | 0.0% | N/A | 0.099% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 5,544 | $215K | 0.0% | N/A | 0.045% | |
| 5/15/2025 | Royal Bank of Canada | 317,800 | $12.34M | 0.0% | +24.5% | 2.559% | |
| 5/14/2025 | Comerica Bank | 4,384 | $170K | 0.0% | +19.2% | 0.035% | |
| 5/14/2025 | Summit Financial LLC | 90,722 | $3.52M | 0.1% | N/A | 0.730% | |
| 5/14/2025 | Tradition Wealth Management LLC | 54,520 | $2.12M | 0.2% | +34.2% | 0.439% | |
|
| 5/13/2025 | Raymond James Financial Inc. | 879,909 | $34.16M | 0.0% | -1.6% | 7.085% | |
| 5/13/2025 | HighTower Advisors LLC | 207,652 | $8.06M | 0.0% | -1.0% | 1.672% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 12,683 | $492K | 0.0% | +63.5% | 0.102% | |
| 5/8/2025 | Arkadios Wealth Advisors | 11,200 | $435K | 0.0% | +55.6% | 0.090% | |
| 5/7/2025 | LPL Financial LLC | 599,592 | $23.28M | 0.0% | +29.0% | 4.828% | |
| 5/5/2025 | Private Advisor Group LLC | 24,261 | $942K | 0.0% | +158.4% | 0.195% | |
| 5/2/2025 | Victory Capital Management Inc. | 5,029,858 | $195.26M | 0.2% | +1.9% | 40.498% | |
| 5/1/2025 | Stephens Inc. AR | 6,440 | $250K | 0.0% | N/A | 0.051% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 268,685 | $10.43M | 0.0% | +108.8% | 2.148% | |
| 4/29/2025 | Truist Financial Corp | 937,620 | $36.40M | 0.1% | +19.0% | 7.495% | |