| 7/1/2026 | Noble Wealth Management PBC | 76,850 | $2.65M | 1.2% | -3.9% | 0.589% | |
| 5/18/2026 | Empire Financial Management Company LLC | 8,000 | $258K | 0.1% | +6.7% | 0.061% | |
| 5/18/2026 | Royal Bank of Canada | 326,286 | $10.50M | 0.0% | -2.4% | 2.502% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 204,515 | $6.58M | 1.6% | +26.8% | 1.568% | |
| 5/5/2026 | D.A. Davidson & CO. | 468,050 | $15.07M | 0.1% | +21.6% | 3.589% | |
| 5/5/2026 | Bank of New York Mellon Corp | 111,253 | $3.58M | 0.0% | +48.8% | 0.853% | |
| 5/5/2026 | Sanctuary Advisors LLC | 87,065 | $2.80M | 0.0% | +102.0% | 0.668% | |
| 5/4/2026 | IFC Advisors LLC | 488,245 | $15.72M | 2.2% | N/A | 3.744% | |
| 4/29/2026 | Clay Northam Wealth Management LLC | 24,025 | $773K | 0.4% | +6.8% | 0.184% | |
| 4/28/2026 | Ascentis Independent Advisors | 12,130 | $390K | 0.0% | N/A | 0.093% | |
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| 4/25/2026 | Patten Group Inc. | 13,322 | $429K | 0.1% | +15.3% | 0.103% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 27,830 | $896K | 0.0% | N/A | 0.215% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 16,447 | $553K | 0.0% | +53.0% | 0.127% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 17,791 | $573K | 0.1% | N/A | 0.137% | |
| 4/18/2026 | Nautilus Advisors LLC | 30,339 | $977K | 0.7% | +10.6% | 0.235% | |
| 4/17/2026 | Financial Management Network Inc. | 296,619 | $10.01M | 1.5% | +4.1% | 2.299% | |
| 4/16/2026 | Financial Designs Corp | 276,500 | $8.90M | 5.0% | -1.2% | 2.143% | |
| 2/18/2026 | Clay Northam Wealth Management LLC | 22,500 | $705K | 0.4% | N/A | 0.225% | |
| 2/17/2026 | Osaic Holdings Inc. | 188,338 | $5.90M | 0.0% | +31.7% | 1.887% | |
| 2/17/2026 | Royal Bank of Canada | 334,454 | $10.49M | 0.0% | +51.6% | 3.351% | |
| 2/12/2026 | Jane Street Group LLC | 97,891 | $3.07M | 0.0% | +342.4% | 0.981% | |
| 2/11/2026 | Capital Analysts LLC | 147,951 | $4.64M | 0.1% | -4.7% | 1.482% | |
| 2/11/2026 | LPL Financial LLC | 66,831 | $2.10M | 0.0% | +355.6% | 0.670% | |
| 2/6/2026 | One Charles Private Wealth Services LLC | 161,314 | $5.06M | 1.3% | +78.7% | 1.616% | |
| 2/6/2026 | HighTower Advisors LLC | 1,135,695 | $35.60M | 0.0% | +73.0% | 11.380% | |
| 2/5/2026 | Dana Investment Advisors Inc. | 51,399 | $1.61M | 0.0% | +0.9% | 0.515% | |
| 2/3/2026 | Channel Wealth LLC | 465,590 | $14.60M | 3.7% | +13.7% | 4.665% | |
| 1/29/2026 | D.A. Davidson & CO. | 384,870 | $12.07M | 0.1% | +346.8% | 3.960% | |
| 1/29/2026 | Sanctuary Advisors LLC | 43,105 | $1.35M | 0.0% | +31.2% | 0.443% | |
| 1/26/2026 | Cornerstone Wealth Group LLC | 10,747 | $337K | 0.0% | +4.8% | 0.111% | |
| 1/23/2026 | Patten Group Inc. | 11,553 | $362K | 0.1% | -30.0% | 0.119% | |
| 1/23/2026 | Financial Designs Corp | 279,903 | $8.78M | 5.0% | +2.7% | 2.880% | |
| 1/22/2026 | Nautilus Advisors LLC | 27,436 | $860K | 0.6% | +20.2% | 0.282% | |
| 1/22/2026 | Cascade Investment Group Inc. | 22,869 | $717K | 0.5% | +16.4% | 0.235% | |
| 1/20/2026 | Thurston Springer Miller Herd & Titak Inc. | 16,276 | $510K | 0.2% | +2,495.9% | 0.168% | |
| 1/12/2026 | Sentinel Pension Advisors LLC | 220,063 | $6.90M | 1.1% | +49.4% | 2.273% | |
| 1/8/2026 | Financial Management Network Inc. | 284,919 | $9.00M | 1.4% | +16.6% | 2.943% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 3,151,182 | $100.63M | 0.1% | +1.0% | 32.554% | |
| 1/8/2026 | Fermata Advisors LLC | 132,798 | $4.16M | 1.0% | +2.6% | 1.372% | |
| 1/7/2026 | BCGM Wealth Management LLC | 6,638 | $208K | 0.1% | N/A | 0.069% | |
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| 1/5/2026 | Noble Wealth Management PBC | 75,323 | $2.36M | 1.2% | -1.9% | 0.778% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 19,956 | $606K | 0.0% | N/A | 0.243% | |
| 11/17/2025 | Citadel Advisors LLC | 34,441 | $1.05M | 0.0% | N/A | 0.420% | |
| 11/12/2025 | Nautilus Advisors LLC | 22,820 | $693K | 0.5% | +89.4% | 0.278% | |
| 11/12/2025 | One Charles Private Wealth Services LLC | 90,274 | $2.74M | 0.7% | +213.6% | 1.101% | |
| 11/10/2025 | Thoroughbred Financial Services LLC | 8,774 | $266K | 0.0% | N/A | 0.107% | |
| 11/10/2025 | Patten Group Inc. | 16,496 | $501K | 0.1% | +12.2% | 0.201% | |
| 11/10/2025 | Dana Investment Advisors Inc. | 50,918 | $1.55M | 0.0% | +134.1% | 0.621% | |
| 11/10/2025 | Adapt Wealth Advisors LLC | 353,738 | $10.75M | 4.0% | +82.3% | 4.314% | |
| 11/10/2025 | Financial Designs Corp | 272,655 | $8.29M | 4.8% | +10.5% | 3.325% | |
| 11/7/2025 | HighTower Advisors LLC | 656,608 | $19.95M | 0.0% | +107.0% | 8.007% | |
| 10/30/2025 | Cornerstone Wealth Group LLC | 10,256 | $312K | 0.0% | N/A | 0.126% | |
| 10/29/2025 | Cascade Investment Group Inc. | 19,645 | $597K | 0.4% | N/A | 0.241% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 3,120,253 | $95.58M | 0.1% | +0.3% | 38.332% | |
| 10/29/2025 | Financial Management Network Inc. | 244,447 | $7.55M | 1.2% | +64.7% | 3.003% | |
| 10/27/2025 | Cooper Capital Advisors LLC | 308,693 | $9.38M | 6.1% | +2.7% | 3.792% | |
| 10/24/2025 | ORG Partners LLC | 12,130 | $369K | 0.1% | +791.9% | 0.153% | |
| 10/22/2025 | D.A. Davidson & CO. | 86,145 | $2.62M | 0.0% | +10.9% | 1.085% | |
| 10/21/2025 | Sentinel Pension Advisors LLC | 147,327 | $4.48M | 0.7% | +6.4% | 1.856% | |
| 10/9/2025 | Fermata Advisors LLC | 129,460 | $3.93M | 1.0% | +65.5% | 1.655% | |
| 10/7/2025 | Channel Wealth LLC | 409,634 | $12.45M | 3.3% | +8.1% | 5.238% | |
| 9/4/2025 | Osaic Holdings Inc. | 4,022 | $119K | 0.0% | N/A | 0.061% | |
| 8/26/2025 | Nautilus Advisors LLC | 12,047 | $356K | 0.3% | N/A | 0.184% | |
| 8/14/2025 | Jane Street Group LLC | 51,170 | $1.51M | 0.0% | N/A | 0.781% | |
| 8/12/2025 | One Charles Private Wealth Services LLC | 28,789 | $851K | 0.2% | N/A | 0.440% | |
| 8/8/2025 | Adapt Wealth Advisors LLC | 193,992 | $5.73M | 2.6% | +2,179.6% | 2.962% | |
| 8/8/2025 | Cooper Capital Advisors LLC | 300,578 | $8.88M | 8.6% | N/A | 4.589% | |
| 7/30/2025 | Patten Group Inc. | 14,697 | $434K | 0.1% | N/A | 0.230% | |
| 7/30/2025 | D.A. Davidson & CO. | 77,655 | $2.30M | 0.0% | N/A | 1.213% | |
| 7/17/2025 | Financial Designs Corp | 246,858 | $7.30M | 4.5% | N/A | 4.014% | |
| 7/16/2025 | ORG Partners LLC | 1,360 | $40K | 0.0% | N/A | 0.022% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 138,452 | $4.09M | 0.7% | N/A | 2.251% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,111,185 | $92.25M | 0.2% | +8.0% | 51.853% | |
| 7/10/2025 | Financial Management Network Inc. | 148,443 | $4.40M | 0.8% | +180.8% | 2.474% | |
| 7/9/2025 | Channel Wealth LLC | 378,984 | $11.20M | 3.2% | +31.1% | 6.316% | |
| 7/9/2025 | Fermata Advisors LLC | 78,235 | $2.31M | 0.6% | N/A | 1.304% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 30,115 | $890K | 0.1% | +1,825.5% | 0.502% | |
| 5/14/2025 | Capital Analysts LLC | 124,118 | $3.28M | 0.1% | N/A | 2.886% | |
| 5/13/2025 | HighTower Advisors LLC | 100,698 | $2.66M | 0.0% | N/A | 2.342% | |
| 5/7/2025 | Financial Management Network Inc. | 52,865 | $1.40M | 0.3% | N/A | 1.229% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 8,510 | $225K | 0.1% | N/A | 0.198% | |
| 4/29/2025 | Bank of New York Mellon Corp | 28,293 | $747K | 0.0% | N/A | 0.658% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 2,880,013 | $76.06M | 0.1% | N/A | 72.000% | |