| 7/10/2026 | Fulton Bank N.A. | 9,153 | $1.12M | 0.0% | -4.9% | 0.080% | |
| 7/10/2026 | Warner Financial Inc. | 16,010 | $1.95M | 0.6% | +2.8% | 0.139% | |
| 7/9/2026 | Key Client Fiduciary Advisors LLC | 2,010 | $245K | 0.1% | N/A | 0.017% | |
| 7/9/2026 | Focus Financial Network Inc. | 5,432 | $663K | 0.0% | -6.9% | 0.047% | |
| 7/8/2026 | MRA Advisory Group | 72,715 | $8.87M | 3.2% | +1.0% | 0.632% | |
| 5/19/2026 | Bank of America Corp DE | 724,041 | $71.34M | 0.0% | +13.6% | 6.465% | |
| 5/19/2026 | Arkadios Wealth Advisors | 5,539 | $546K | 0.0% | +11.6% | 0.049% | |
| 5/18/2026 | Royal Bank of Canada | 127,223 | $12.54M | 0.0% | +37.6% | 1.136% | |
| 5/16/2026 | KCM Investment Advisors LLC | 2,055 | $202K | 0.0% | -7.0% | 0.018% | |
| 5/16/2026 | Quantinno Capital Management LP | 3,242 | $319K | 0.0% | N/A | 0.029% | |
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| 5/15/2026 | Gateway Wealth Partners LLC | 52,632 | $5.19M | 0.2% | +91.7% | 0.470% | |
| 5/15/2026 | Waverly Advisors LLC | 12,608 | $1.24M | 0.0% | +15.8% | 0.113% | |
| 5/13/2026 | Cetera Investment Advisers | 30,540 | $3.01M | 0.0% | -20.0% | 0.273% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 900 | $89K | 0.0% | N/A | 0.008% | |
| 5/7/2026 | Hollencrest Capital Management | 1,375 | $135K | 0.0% | +39.3% | 0.012% | |
| 5/6/2026 | MTM Investment Management LLC | 6,791 | $669K | 0.2% | +2.6% | 0.061% | |
| 5/6/2026 | Watershed Asset Management L.L.C. | 20,200 | $1.99M | 2.1% | -82.7% | 0.180% | |
| 5/6/2026 | SteelPeak Wealth LLC | 3,536 | $348K | 0.0% | -99.4% | 0.032% | |
| 5/6/2026 | Frisch Financial Group Inc. | 74,429 | $7.33M | 1.5% | -58.6% | 0.665% | |
| 5/6/2026 | Thayer Partners LLC MA | 10,605 | $1.05M | 0.5% | +3.2% | 0.095% | |
| 5/6/2026 | Independent Financial Group LLC | 119,932 | $11.82M | 0.4% | N/A | 1.071% | |
| 5/5/2026 | Bank of New York Mellon Corp | 5,956 | $587K | 0.0% | -2.6% | 0.053% | |
| 5/5/2026 | IMC Chicago LLC | 9,707 | $956K | 0.0% | N/A | 0.087% | |
| 5/5/2026 | Sanctuary Advisors LLC | 4,075 | $401K | 0.0% | +8.2% | 0.036% | |
| 5/2/2026 | CAP Partners LLC | 12,531 | $1.24M | 0.7% | -1.2% | 0.112% | |
| 5/2/2026 | International Assets Investment Management LLC | 2,130 | $211K | 0.0% | -20.7% | 0.019% | |
| 5/1/2026 | Fifth Third Bancorp | 10,325 | $1.02M | 0.0% | N/A | 0.092% | |
| 4/27/2026 | Baer Investment Advisory LLC | 3,000 | $296K | 0.0% | N/A | 0.027% | |
| 4/27/2026 | World Investment Advisors | 3,676 | $362K | 0.0% | +14.1% | 0.033% | |
| 4/24/2026 | Prism Advisors Inc. | 8,676 | $855K | 0.2% | +5.2% | 0.075% | |
| 4/23/2026 | Flagstar Advisors Inc. | 14,485 | $1.43M | 0.5% | +3.0% | 0.125% | |
| 4/22/2026 | MRA Advisory Group | 71,972 | $7.09M | 2.9% | -42.0% | 0.620% | |
| 4/22/2026 | Ramiah Investment Group | 65,072 | $6.41M | 5.6% | N/A | 0.581% | |
| 4/21/2026 | LifeWealth Investments LLC | 24,630 | $2.43M | 0.7% | +30.1% | 0.212% | |
| 4/21/2026 | Berkshire Money Management Inc. | 52,644 | $5.19M | 0.5% | -4.9% | 0.454% | |
| 4/20/2026 | White Pine Investment CO | 37,273 | $3.67M | 0.9% | +7.6% | 0.321% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 29,781 | $2.93M | 0.2% | -19.7% | 0.257% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 12,466 | $1.28M | 0.0% | +0.9% | 0.106% | |
| 3/13/2026 | World Investment Advisors | 3,222 | $330K | 0.0% | N/A | 0.027% | |
| 2/23/2026 | Virtu Financial LLC | 23,515 | $2.41M | 0.1% | N/A | 0.199% | |
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| 2/18/2026 | Mercer Global Advisors Inc. ADV | 4,962 | $508K | 0.0% | N/A | 0.042% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 53,780 | $5.50M | 0.0% | +5.5% | 0.456% | |
| 2/18/2026 | Private Capital Management LLC | 13,856 | $1.42M | 0.1% | +1.7% | 0.117% | |
| 2/17/2026 | Integrated Advisors Network LLC | 2,106 | $215K | 0.0% | -10.5% | 0.018% | |
| 2/17/2026 | Cetera Investment Advisers | 38,155 | $3.90M | 0.0% | +3.9% | 0.323% | |
| 2/17/2026 | Jump Financial LLC | 21,949 | $2.25M | 0.0% | N/A | 0.186% | |
| 2/17/2026 | Watershed Asset Management L.L.C. | 116,700 | $11.94M | 11.2% | N/A | 0.989% | |
| 2/17/2026 | Regal Investment Advisors LLC | 23,401 | $2.39M | 0.1% | +1.3% | 0.198% | |
| 2/17/2026 | Osaic Holdings Inc. | 32,237 | $3.30M | 0.0% | -10.1% | 0.273% | |
| 2/17/2026 | Royal Bank of Canada | 92,468 | $9.46M | 0.0% | -24.3% | 0.784% | |
| 2/17/2026 | Militia Capital Partners LP | 27,800 | $2.84M | 1.1% | N/A | 0.236% | |
| 2/16/2026 | Mariner LLC | 11,822 | $1.21M | 0.0% | +10.0% | 0.100% | |
| 2/16/2026 | B&D White Capital Company LLC | 4,202 | $430K | 0.0% | -82.0% | 0.036% | |
| 2/13/2026 | Stifel Financial Corp | 2,865 | $293K | 0.0% | +14.6% | 0.024% | |
| 2/13/2026 | Morgan Stanley | 695,869 | $71.20M | 0.0% | +40.4% | 5.897% | |
| 2/13/2026 | Arkadios Wealth Advisors | 4,965 | $508K | 0.0% | +10.7% | 0.042% | |
| 2/13/2026 | First Trust Advisors LP | 4,198 | $430K | 0.0% | +63.2% | 0.036% | |
| 2/13/2026 | QTR Family Wealth LLC | 10,940 | $1.13M | 0.5% | -13.1% | 0.093% | |
| 2/13/2026 | Peak Planning Group LLC | 5,151 | $527K | 0.1% | N/A | 0.044% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,075 | $417K | 0.0% | N/A | 0.035% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,677 | $172K | 0.0% | +383.3% | 0.014% | |
| 2/13/2026 | Beck Capital Management LLC | 15,724 | $1.61M | 0.4% | +0.9% | 0.133% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 3,971 | $406K | 0.0% | -3.3% | 0.034% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 48,667 | $4.98M | 0.0% | -12.3% | 0.412% | |
| 2/12/2026 | Renaissance Technologies LLC | 3,300 | $338K | 0.0% | N/A | 0.028% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 5,245 | $537K | 0.0% | +14.2% | 0.044% | |
| 2/12/2026 | Wedbush Securities Inc. | 2,163 | $221K | 0.0% | N/A | 0.018% | |
| 2/12/2026 | Bank of Montreal Can | 1,313 | $134K | 0.0% | -27.9% | 0.011% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 27,452 | $2.81M | 0.3% | +4.6% | 0.233% | |
| 2/11/2026 | Waddell & Associates LLC | 412,249 | $42.18M | 2.8% | +1.1% | 3.494% | |
| 2/11/2026 | LPL Financial LLC | 406,331 | $41.57M | 0.0% | +3.4% | 3.443% | |
| 2/11/2026 | Tradition Wealth Management LLC | 15,964 | $1.63M | 0.1% | -3.5% | 0.135% | |
| 2/10/2026 | Avestar Capital LLC | 82,535 | $8.44M | 0.5% | +0.8% | 0.699% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 216,059 | $22.11M | 0.0% | -69.2% | 1.831% | |
| 2/10/2026 | Florida Financial Advisors LLC | 2,578 | $264K | 0.1% | -30.5% | 0.022% | |
| 2/10/2026 | BNP Paribas Financial Markets | 132,914 | $13.60M | 0.0% | +25.1% | 1.126% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 53,062 | $5.43M | 0.0% | -2.4% | 0.450% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 3,076 | $315K | 0.0% | +4.6% | 0.026% | |
| 2/9/2026 | MTM Investment Management LLC | 6,616 | $677K | 0.2% | +9.2% | 0.056% | |
| 2/9/2026 | Integrity Advisory Solutions LLC | 3,492 | $357K | 0.1% | +16.2% | 0.030% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 3,003 | $307K | 0.1% | N/A | 0.025% | |
| 2/6/2026 | Frisch Financial Group Inc. | 179,620 | $18.38M | 4.1% | -0.5% | 1.522% | |
| 2/6/2026 | HighTower Advisors LLC | 79,060 | $8.09M | 0.0% | -3.0% | 0.670% | |
| 2/5/2026 | Sound Portfolio Advisors LLC | 2,099 | $215K | 0.2% | N/A | 0.018% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 525,272 | $53.74M | 0.0% | +865.7% | 4.451% | |
| 2/5/2026 | Paulson Wealth Management Inc. | 10,186 | $1.04M | 0.2% | -6.8% | 0.086% | |
| 2/5/2026 | Western Wealth Management LLC | 4,103 | $420K | 0.0% | -9.8% | 0.035% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 7,364 | $753K | 0.0% | +19.9% | 0.064% | |
| 2/4/2026 | World Investment Advisors | 3,222 | $330K | 0.0% | N/A | 0.028% | |
| 2/4/2026 | Cascades Capital Asset Management LLC | 5,228 | $535K | 0.2% | -40.0% | 0.045% | |
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| 2/4/2026 | Ballast Rock Private Wealth LLC | 5,614 | $574K | 0.4% | N/A | 0.049% | |
| 2/3/2026 | International Assets Investment Management LLC | 2,685 | $275K | 0.0% | +3.9% | 0.023% | |
| 2/3/2026 | Total Investment Management Inc. | 4,389 | $449K | 0.1% | -12.1% | 0.038% | |
| 2/2/2026 | Truist Financial Corp | 50,932 | $5.21M | 0.0% | +3.8% | 0.441% | |
| 2/2/2026 | Pittenger & Anderson Inc. | 735 | $75K | 0.0% | N/A | 0.006% | |
| 2/2/2026 | Aurora Private Wealth Inc. | 2,318 | $237K | 0.2% | N/A | 0.020% | |
| 2/2/2026 | Mutual Advisors LLC | 11,099 | $1.14M | 0.0% | +2.2% | 0.096% | |
| 1/30/2026 | American Capital Advisory LLC | 1,496 | $153K | 0.1% | +15.5% | 0.013% | |
| 1/30/2026 | SOL Capital Management CO | 39,951 | $4.09M | 0.4% | -2.9% | 0.347% | |
| 1/29/2026 | Comerica Bank | 12,798 | $1.31M | 0.0% | -7.8% | 0.110% | |