| 5/18/2026 | Royal Bank of Canada | 6,947 | $529K | 0.0% | +137.5% | 0.091% | |
| 5/14/2026 | B&D White Capital Company LLC | 55,743 | $4.25M | 0.5% | -60.1% | 0.733% | |
| 5/13/2026 | Acumen Wealth Advisors LLC | 19,696 | $1.50M | 0.4% | N/A | 0.259% | |
| 5/4/2026 | Team Financial Group LLC | 400 | $30K | 0.0% | N/A | 0.005% | |
| 4/27/2026 | Altus Wealth Group LLC | 30,545 | $2.33M | 1.0% | +5.9% | 0.407% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 35,401 | $2.70M | 0.0% | +42.2% | 0.478% | |
| 4/17/2026 | Wealth Management Partners LLC | 380,960 | $29.02M | 8.3% | +12.5% | 5.148% | |
| 2/17/2026 | Osaic Holdings Inc. | 42,908 | $3.16M | 0.0% | +39.1% | 0.640% | |
| 2/17/2026 | Captrust Financial Advisors | 20,780 | $1.53M | 0.0% | N/A | 0.310% | |
| 2/17/2026 | Royal Bank of Canada | 2,925 | $215K | 0.0% | +167.9% | 0.044% | |
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| 2/16/2026 | B&D White Capital Company LLC | 139,865 | $10.28M | 1.2% | +0.3% | 2.088% | |
| 2/13/2026 | Altus Wealth Group LLC | 28,847 | $2.12M | 0.8% | +0.9% | 0.431% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 44,783 | $3.29M | 0.2% | +1.6% | 0.668% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 643,907 | $47.34M | 0.1% | -1.6% | 9.611% | |
| 2/12/2026 | Cloud Capital Management LLC | 8,566 | $629K | 0.3% | +2.8% | 0.128% | |
| 2/11/2026 | Howard Bailey Securities LLC | 132,605 | $9.75M | 3.8% | N/A | 1.979% | |
| 2/11/2026 | Oak Wealth Advisors LLC | 16,292 | $1.20M | 0.7% | +23.6% | 0.243% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 54,235 | $3.99M | 0.2% | +37.8% | 0.809% | |
| 2/6/2026 | Geometric Wealth Advisors | 684,435 | $50.32M | 6.5% | +1.5% | 10.215% | |
| 2/6/2026 | Global Retirement Partners LLC | 1,348 | $99K | 0.0% | N/A | 0.020% | |
| 2/5/2026 | Duncan Williams Asset Management LLC | 280,261 | $22.21M | 5.6% | +3,251.6% | 4.183% | |
| 2/5/2026 | Peak Asset Management LLC | 118,758 | $8.73M | 1.5% | +2.0% | 1.773% | |
| 2/5/2026 | Allworth Financial LP | 494 | $36K | 0.0% | N/A | 0.007% | |
| 2/2/2026 | Truist Financial Corp | 204,500 | $15.04M | 0.0% | +3.9% | 3.052% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 24,901 | $1.83M | 0.0% | +22.7% | 0.377% | |
| 1/28/2026 | Edge Financial Advisors LLC | 164,799 | $12.12M | 5.3% | +279.8% | 2.497% | |
| 1/26/2026 | Frankly Finances LLC | 2,742 | $202K | 0.2% | N/A | 0.042% | |
| 1/26/2026 | Merit Financial Group LLC | 1,944,852 | $142.99M | 1.1% | +9.1% | 29.467% | |
| 1/26/2026 | CWM LLC | 335 | $25K | 0.0% | +188.8% | 0.005% | |
| 1/26/2026 | XY Planning Network Inc. | 3,785 | $278K | 0.0% | +16.7% | 0.057% | |
| 1/23/2026 | Farther Finance Advisors LLC | 17,858 | $1.31M | 0.0% | N/A | 0.275% | |
| 1/22/2026 | FMB Wealth Management | 6,048 | $445K | 0.2% | +48.8% | 0.093% | |
| 1/21/2026 | BIP Wealth LLC | 3,942 | $290K | 0.0% | -9.2% | 0.061% | |
| 1/14/2026 | BWM Planning LLC | 335,347 | $24.66M | 6.6% | +28.9% | 5.240% | |
| 1/12/2026 | Wealth Management Partners LLC | 338,676 | $24.90M | 7.1% | +2.6% | 5.292% | |
| 1/8/2026 | Hutchens & Kramer Investment Management Group LLC | 6,747 | $496K | 0.2% | +49.6% | 0.105% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 20,289 | $1.43M | 0.0% | N/A | 0.362% | |
| 11/17/2025 | Susquehanna International Group LLP | 4,079 | $288K | 0.0% | N/A | 0.073% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 44,058 | $3.11M | 0.2% | +6.2% | 0.787% | |
| 11/13/2025 | Modern Wealth Management LLC | 4,468 | $315K | 0.0% | N/A | 0.080% | |
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| 11/10/2025 | Thoroughbred Financial Services LLC | 39,372 | $2.78M | 0.2% | +43.5% | 0.703% | |
| 11/10/2025 | Geometric Wealth Advisors | 674,489 | $47.62M | 6.3% | +0.6% | 12.044% | |
| 11/7/2025 | Merit Financial Group LLC | 1,782,622 | $125.85M | 1.2% | +4.1% | 31.833% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 189,820 | $13.40M | 0.0% | N/A | 3.451% | |
| 11/3/2025 | AE Wealth Management LLC | 5,143 | $363K | 0.0% | N/A | 0.094% | |
| 11/3/2025 | Truist Financial Corp | 196,747 | $14.04M | 0.0% | N/A | 3.577% | |
| 11/3/2025 | Hutchens & Kramer Investment Management Group LLC | 4,510 | $318K | 0.1% | +17.6% | 0.082% | |
| 10/31/2025 | BWM Planning LLC | 260,098 | $18.36M | 5.5% | +9.0% | 4.729% | |
| 10/31/2025 | Edge Financial Advisors LLC | 43,396 | $3.06M | 1.4% | +101.0% | 0.789% | |
| 10/24/2025 | Oak Wealth Advisors LLC | 13,183 | $931K | 0.5% | +12.7% | 0.249% | |
| 10/23/2025 | B&D White Capital Company LLC | 139,506 | $9.85M | 1.3% | +1.3% | 2.632% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 654,291 | $46.19M | 0.1% | +0.8% | 12.345% | |
| 10/21/2025 | Wealth Management Partners LLC | 330,022 | $23.30M | 7.4% | +0.3% | 6.227% | |
| 10/21/2025 | Altus Wealth Group LLC | 28,589 | $2.02M | 0.8% | +3.6% | 0.539% | |
| 10/20/2025 | Merit Financial Group LLC | 1,782,652 | $125.86M | 1.2% | +4.1% | 33.635% | |
| 9/4/2025 | Osaic Holdings Inc. | 29,894 | $1.95M | 0.0% | +30.7% | 0.604% | |
| 8/18/2025 | N.E.W. Advisory Services LLC | 3,427 | $224K | 0.0% | -17.0% | 0.069% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 9,739 | $636K | 0.4% | +1,916.4% | 0.198% | |
| 8/14/2025 | Jane Street Group LLC | 51,461 | $3.36M | 0.0% | +1,399.0% | 1.040% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 41,481 | $2.71M | 0.2% | +27.7% | 0.838% | |
| 8/14/2025 | Peak Asset Management LLC | 109,949 | $7.18M | 1.3% | +8.7% | 2.221% | |
| 8/12/2025 | BWM Planning LLC | 238,643 | $15.59M | 5.4% | +23.6% | 4.841% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 27,441 | $1.79M | 0.1% | +34.8% | 0.557% | |
| 8/6/2025 | Geometric Wealth Advisors | 670,665 | $43.80M | 6.5% | +207.2% | 13.604% | |
| 8/6/2025 | Cloud Capital Management LLC | 8,345 | $549K | 0.3% | +83.7% | 0.169% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 3,835 | $251K | 0.1% | N/A | 0.078% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 21,710 | $1.42M | 0.1% | -7.4% | 0.440% | |
| 7/31/2025 | BIP Wealth LLC | 4,342 | $284K | 0.0% | -27.8% | 0.088% | |
| 7/30/2025 | Paragon Advisors LLC | 11,574 | $756K | 0.2% | +4.6% | 0.235% | |
| 7/24/2025 | Edge Financial Advisors LLC | 21,588 | $1.41M | 0.7% | N/A | 0.438% | |
| 7/22/2025 | Merit Financial Group LLC | 1,712,314 | $111.83M | 1.2% | N/A | 34.733% | |
| 7/18/2025 | FMB Wealth Management | 3,929 | $257K | 0.1% | N/A | 0.080% | |
| 7/17/2025 | XY Planning Network Inc. | 3,244 | $212K | 0.1% | N/A | 0.066% | |
| 7/15/2025 | Oak Wealth Advisors LLC | 11,696 | $764K | 0.5% | +58.8% | 0.238% | |
| 7/11/2025 | Wealth Management Partners LLC | 329,088 | $21.37M | 7.6% | N/A | 6.744% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 4,130 | $270K | 0.1% | N/A | 0.085% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 14,207 | $935K | 0.4% | N/A | 0.291% | |
| 5/19/2025 | Jane Street Group LLC | 3,433 | $200K | 0.0% | -93.3% | 0.076% | |
| 5/14/2025 | BWM Planning LLC | 193,078 | $11.26M | 4.8% | +9.8% | 4.272% | |
| 5/14/2025 | B&D White Capital Company LLC | 137,506 | $8.02M | 1.2% | +12.8% | 3.042% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 23,445 | $1.37M | 0.1% | +15.1% | 0.519% | |
| 5/9/2025 | Geometric Wealth Advisors | 218,321 | $12.73M | 2.2% | +0.5% | 7.554% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 20,350 | $1.19M | 0.1% | +199.7% | 0.704% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 625,690 | $36.49M | 0.1% | N/A | 21.650% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 4,127 | $241K | 0.0% | N/A | 0.143% | |
| 5/7/2025 | Peak Asset Management LLC | 101,158 | $5.90M | 1.1% | +6.0% | 3.500% | |
| 5/2/2025 | BIP Wealth LLC | 6,015 | $351K | 0.0% | +61.0% | 0.208% | |
| 4/29/2025 | Cloud Capital Management LLC | 4,543 | $264K | 0.2% | N/A | 0.157% | |
| 4/25/2025 | Altus Wealth Group LLC | 27,678 | $1.61M | 0.8% | +5.3% | 0.958% | |
| 4/24/2025 | Oak Wealth Advisors LLC | 7,364 | $429K | 0.3% | +31.9% | 0.255% | |
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| 2/17/2025 | Citadel Advisors LLC | 105,024 | $5.75M | 0.0% | N/A | 36.215% | |
| 2/17/2025 | BIP Wealth LLC | 3,735 | $205K | 0.0% | N/A | 1.288% | |
| 2/14/2025 | Jane Street Group LLC | 51,076 | $2.80M | 0.0% | +117.8% | 17.612% | |
| 2/14/2025 | Oak Wealth Advisors LLC | 5,583 | $306K | 0.2% | N/A | 1.925% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 6,790 | $371K | 0.0% | N/A | 2.341% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 37,545 | $2.06M | 0.2% | +53.4% | 12.947% | |
| 2/10/2025 | Altus Wealth Group LLC | 26,289 | $1.44M | 0.6% | +17.6% | 9.065% | |
| 2/7/2025 | Geometric Wealth Advisors | 217,247 | $11.90M | 2.2% | +8.4% | 74.913% | |
| 2/7/2025 | Morling Financial Advisors LLC | 712 | $39K | 0.0% | N/A | 0.246% | |
| 2/5/2025 | Cobblestone Capital Advisors LLC NY | 20,375 | $1.12M | 0.1% | +160.5% | 7.026% | |