| 10/14/2026 | Boyce & Associates Wealth Consulting Inc. | 2,566 | $421K | 0.3% | +11.7% | 0.013% | |
| 10/14/2026 | B. Riley Wealth Advisors Inc. | 31,482 | $5.16M | 0.2% | +985.6% | 0.155% | |
| 10/13/2026 | Cascade Investment Group Inc. | 19,142 | $3.14M | 1.8% | -3.7% | 0.095% | |
| 10/10/2026 | Valley Wealth Managers Inc. | 26,865 | $4.41M | 0.2% | -18.6% | 0.133% | |
| 10/9/2026 | GK Wealth Management LLC | 176 | $29K | 0.0% | N/A | 0.001% | |
| 10/9/2026 | Acropolis Investment Management LLC | 1,808 | $296K | 0.0% | -84.1% | 0.009% | |
| 10/9/2026 | GAMMA Investing LLC | 744 | $122K | 0.0% | -71.9% | 0.004% | |
| 10/8/2026 | Wisconsin Wealth Advisors LLC | 7,629 | $1.25M | 1.1% | -13.1% | 0.038% | |
| 10/8/2026 | Farther Finance Advisors LLC | 12,410 | $2.04M | 0.0% | -73.3% | 0.061% | |
| 10/8/2026 | CoreCap Advisors LLC | 230 | $38K | 0.0% | -94.8% | 0.001% | |
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| 10/8/2026 | Avidian Wealth Enterprises LLC | 1,472 | $241K | 0.0% | -97.4% | 0.007% | |
| 10/2/2026 | Polaris Financial Partners | 1,592 | $263K | 0.1% | N/A | 0.008% | |
| 10/1/2026 | Stonebridge Financial Group LLC | 2,889 | $474K | 0.0% | N/A | 0.014% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 105,364 | $14.18M | 0.0% | -21.8% | 0.514% | |
| 9/15/2026 | Anchor Investment Management LLC | 1,039 | $140K | 0.0% | +41.7% | 0.005% | |
| 9/11/2026 | Bullseye Investment Management LLC | 550 | $74K | 0.0% | N/A | 0.003% | |
| 9/9/2026 | Miramontes Capital LLC | 9,280 | $1.25M | 0.4% | +20.6% | 0.046% | |
| 9/9/2026 | IPG Investment Advisors LLC | 1,600 | $215K | 0.0% | N/A | 0.008% | |
| 9/9/2026 | Archford Capital Strategies LLC | 6,269 | $843K | 0.1% | +4.8% | 0.031% | |
| 9/9/2026 | Capital Analysts LLC | 19,825 | $2.67M | 0.1% | -0.6% | 0.099% | |
| 9/9/2026 | Concorde Asset Management LLC | 19,129 | $2.57M | 1.5% | -29.9% | 0.096% | |
| 9/9/2026 | Pinnacle Wealth Management Advisory Group LLC | 5,954 | $801K | 0.0% | -16.8% | 0.030% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 75,692 | $10.06M | 0.1% | +2.5% | 0.378% | |
| 9/9/2026 | RFG Advisory LLC | 8,184 | $1.10M | 0.0% | -28.5% | 0.041% | |
| 9/9/2026 | NewEdge Advisors LLC | 65,843 | $8.86M | 0.0% | +98.3% | 0.329% | |
| 9/9/2026 | IFP Advisors Inc | 15,831 | $2.13M | 0.0% | +56.5% | 0.079% | |
| 9/9/2026 | Baird Financial Group Inc. | 100,130 | $13.47M | 0.0% | +4,889.0% | 0.501% | |
| 9/9/2026 | Beacon Investment Advisory Services Inc. | 386 | $52K | 0.0% | N/A | 0.002% | |
| 9/8/2026 | Waverly Advisors LLC | 13,821 | $1.86M | 0.0% | +69.1% | 0.069% | |
| 8/27/2026 | Corient Private Wealth LP | 27,566 | $3.43M | 0.0% | +490.2% | 0.138% | |
| 8/27/2026 | Tucker Asset Management LLC | 1,346 | $181K | 0.0% | N/A | 0.007% | |
| 8/26/2026 | HighTower Advisors LLC | 27,567 | $3.71M | 0.0% | -4.8% | 0.138% | |
| 8/25/2026 | Kirkwood Financial Services | 86,165 | $11.60M | 3.3% | N/A | 0.431% | |
| 8/25/2026 | Kingsbury Capital Investment Advisors LLC | 1,726 | $211K | 0.2% | N/A | 0.009% | |
| 8/24/2026 | Carlson Financial Inc. | 3,547 | $478K | 0.2% | -2.6% | 0.018% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 20,596 | $2.77M | 0.1% | +28.9% | 0.103% | |
| 8/23/2026 | HB Wealth Management LLC | 5,531 | $744K | 0.0% | +23.7% | 0.028% | |
| 8/22/2026 | Compass Financial Management LLC | 744 | $100K | 0.0% | N/A | 0.004% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 307 | $41K | 0.0% | +35.2% | 0.002% | |
| 8/22/2026 | Premier Path Wealth Partners LLC | 1,502 | $202K | 0.0% | N/A | 0.008% | |
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| 8/22/2026 | Concurrent Investment Advisors LLC | 4,876 | $656K | 0.0% | +152.8% | 0.024% | |
| 8/21/2026 | Kraft Davis & Associates LLC | 6,463 | $870K | 0.2% | +112.7% | 0.032% | |
| 8/21/2026 | Paragon Private Wealth Management LLC | 34,065 | $4.58M | 1.2% | +127.1% | 0.170% | |
| 8/21/2026 | Continuum Advisory LLC | 440 | $59K | 0.0% | N/A | 0.002% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 4,096 | $551K | 0.1% | -4.5% | 0.020% | |
| 8/21/2026 | Acorn Wealth Advisors LLC | 3,815 | $513K | 0.1% | -3.9% | 0.019% | |
| 8/20/2026 | RPg Family Wealth Advisory LLC | 42,260 | $5.69M | 0.9% | N/A | 0.211% | |
| 8/20/2026 | Risk Paradigm Group LLC | 40,498 | $5.45M | 3.6% | N/A | 0.202% | |
| 8/20/2026 | Sigma Planning Corp | 11,769 | $1.58M | 0.0% | -1.2% | 0.059% | |
| 8/20/2026 | Two Sigma Securities LLC | 4,756 | $640K | 0.1% | N/A | 0.024% | |
| 8/20/2026 | Benjamin Edwards Inc. | 24,350 | $3.28M | 0.0% | -2.6% | 0.122% | |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 20,937 | $2.82M | 0.0% | -11.9% | 0.105% | |
| 8/19/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,640 | $221K | 0.0% | -4.3% | 0.008% | |
| 8/19/2026 | Navellier & Associates Inc. | 88,885 | $8.55M | 0.7% | N/A | 0.444% | |
| 8/8/2026 | Main Street Financial Solutions LLC | 5,140 | $692K | 0.0% | N/A | 0.026% | |
| 8/7/2026 | BlackRock Inc. | 4,139 | $557K | 0.0% | -5.7% | 0.021% | |
| 8/7/2026 | Simplicity Wealth LLC | 6,492 | $874K | 0.0% | +24.4% | 0.032% | |
| 8/7/2026 | Continuum Advisory LLC | 298 | $40K | 0.0% | N/A | 0.001% | |
| 8/6/2026 | Blue Bell Private Wealth Management LLC | 594 | $80K | 0.0% | -13.2% | 0.003% | |
| 8/6/2026 | Capital Analysts LLC | 19,825 | $2.67M | 0.1% | -0.6% | 0.099% | |
| 8/5/2026 | Innovative Asset Advisors Group LLC | 550 | $74K | 0.0% | N/A | 0.003% | |
| 8/5/2026 | HighTower Advisors LLC | 27,567 | $3.71M | 0.0% | -4.8% | 0.137% | |
| 8/5/2026 | Janney Montgomery Scott LLC | 52,991 | $7.13M | 0.0% | -2.9% | 0.264% | |
| 8/5/2026 | Bank Hapoalim BM | 1,779 | $239K | 0.0% | -59.7% | 0.009% | |
| 8/5/2026 | Cascade Financial Partners LLC | 1,594 | $214K | 0.0% | N/A | 0.008% | |
| 8/4/2026 | Transcend Capital Advisors LLC | 3,603 | $485K | 0.0% | -5.7% | 0.018% | |
| 8/4/2026 | Gateway Wealth Partners LLC | 14,875 | $2.00M | 0.1% | -56.8% | 0.074% | |
| 8/4/2026 | SmartHarvest Portfolios LLC | 1,612 | $217K | 0.1% | N/A | 0.008% | |
| 8/4/2026 | LightSquare Wealth Management LLC | 1,595 | $215K | 0.1% | N/A | 0.008% | |
| 8/3/2026 | Pinnacle Associates Ltd. | 6,824 | $918K | 0.0% | -15.0% | 0.034% | |
| 8/3/2026 | Oppenheimer & Co. Inc. | 20,787 | $2.80M | 0.0% | -16.0% | 0.104% | |
| 8/3/2026 | Vontobel Holding Ltd. | 10,000 | $1.35M | 0.0% | -6.8% | 0.050% | |
| 7/10/2026 | Regent Peak Wealth Advisors LLC | 1,533 | $206K | 0.0% | N/A | 0.007% | |
| 7/10/2026 | City Holding Co. | 12,471 | $1.68M | 0.2% | -1.0% | 0.061% | |
| 7/10/2026 | Fulton Bank N.A. | 13,688 | $1.84M | 0.1% | -1.0% | 0.067% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 3,152 | $424K | 0.0% | -23.0% | 0.015% | |
| 7/9/2026 | Key Client Fiduciary Advisors LLC | 2,816 | $379K | 0.1% | -3.1% | 0.014% | |
| 7/9/2026 | Flaharty Asset Management LLC | 10,992 | $1.49M | 2.1% | -93.3% | 0.054% | |
| 7/8/2026 | Beacon Investment Advisory Services Inc. | 386 | $52K | 0.0% | N/A | 0.002% | |
| 7/6/2026 | RDA Financial Network | 1,810 | $244K | 0.1% | N/A | 0.009% | |
| 6/18/2026 | Western Wealth Management LLC | 7,550 | $826K | 0.0% | -10.9% | 0.037% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 585 | $64K | 0.0% | +333.3% | 0.003% | |
| 6/9/2026 | Rathbones Group PLC | 8,086 | $884K | 0.0% | +2.3% | 0.039% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 2,035 | $223K | 0.0% | -5.8% | 0.010% | |
| 6/3/2026 | Parallel Advisors LLC | 2,181 | $239K | 0.0% | +1,206.0% | 0.011% | |
| 6/3/2026 | NewEdge Advisors LLC | 33,204 | $3.63M | 0.0% | -3.6% | 0.161% | |
| 6/1/2026 | Concorde Asset Management LLC | 27,288 | $2.98M | 1.5% | -15.5% | 0.132% | |
| 5/19/2026 | Western Wealth Management LLC | 7,550 | $826K | 0.0% | -10.9% | 0.037% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 14,997 | $1.64M | 0.5% | -5.3% | 0.073% | |
| 5/19/2026 | NewEdge Advisors LLC | 19,496 | $2.13M | 0.0% | -43.4% | 0.095% | |
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| 5/19/2026 | Bank of America Corp DE | 1,485,074 | $162.41M | 0.0% | -6.0% | 7.209% | |
| 5/19/2026 | Unconventional Investor LLC | 3,291 | $360K | 0.2% | +64.6% | 0.016% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,577 | $501K | 0.0% | +2.6% | 0.022% | |
| 5/18/2026 | Sunbelt Securities Inc. | 2,098 | $229K | 0.0% | -15.3% | 0.010% | |
| 5/18/2026 | Royal Bank of Canada | 212,254 | $23.21M | 0.0% | +12.7% | 1.030% | |
| 5/18/2026 | Evelyn Partners Investment Management Europe Ltd | 40,835 | $4.47M | 1.5% | -3.6% | 0.198% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 34,452 | $3.77M | 0.1% | +83.2% | 0.167% | |
| 5/15/2026 | Vivaldi Capital Management LP | 4,755 | $520K | 0.1% | +8.9% | 0.023% | |
| 5/14/2026 | Keebeck Wealth Management | 14,735 | $1.61M | 0.2% | -19.4% | 0.072% | |
| 5/13/2026 | Cetera Investment Advisers | 148,215 | $16.21M | 0.0% | +8.9% | 0.719% | |