| 5/19/2026 | Bank of America Corp DE | 935,756 | $26.60M | 0.0% | +9.3% | 6.498% | |
| 5/18/2026 | Royal Bank of Canada | 5,474 | $156K | 0.0% | -10.5% | 0.038% | |
| 5/13/2026 | Cetera Investment Advisers | 102,499 | $2.91M | 0.0% | -38.1% | 0.712% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 8,651 | $266K | 0.0% | +30.3% | 0.060% | |
| 5/5/2026 | Ethos Financial Group LLC | 23,529 | $669K | 0.0% | -87.3% | 0.163% | |
| 5/2/2026 | Diversify Wealth Management LLC | 38,718 | $1.16M | 0.0% | +405.5% | 0.269% | |
| 5/1/2026 | Fifth Third Bancorp | 21,446 | $610K | 0.0% | N/A | 0.148% | |
| 4/30/2026 | Kestra Advisory Services LLC | 128,965 | $3.67M | 0.0% | -11.5% | 0.891% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 256,023 | $7.91M | 0.6% | -3.0% | 1.768% | |
| 4/24/2026 | Midwest Capital Advisors LLC | 49,420 | $1.41M | 0.7% | -44.2% | 0.341% | |
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| 4/20/2026 | Kestra Private Wealth Services LLC | 24,344 | $692K | 0.0% | +28.2% | 0.168% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 36,565 | $1.05M | 0.0% | -3.0% | 0.234% | |
| 3/3/2026 | hemming& Wealth Management Inc. | 110,769 | $3.19M | 2.2% | N/A | 0.710% | |
| 2/23/2026 | Virtu Financial LLC | 11,288 | $325K | 0.0% | -33.7% | 0.072% | |
| 2/18/2026 | Vertex Planning Partners LLC | 518,353 | $14.94M | 3.4% | +3.2% | 3.323% | |
| 2/17/2026 | Cetera Investment Advisers | 165,599 | $4.77M | 0.0% | -72.3% | 1.062% | |
| 2/17/2026 | Imprint Wealth LLC | 972 | $28K | 0.1% | -75.3% | 0.006% | |
| 2/17/2026 | Osaic Holdings Inc. | 368,402 | $10.62M | 0.0% | -26.9% | 2.362% | |
| 2/17/2026 | Royal Bank of Canada | 6,116 | $176K | 0.0% | -12.1% | 0.039% | |
| 2/16/2026 | MML Investors Services LLC | 547,345 | $15.77M | 0.0% | -15.9% | 3.509% | |
| 2/16/2026 | Mariner LLC | 53,901 | $1.55M | 0.0% | -65.8% | 0.346% | |
| 2/13/2026 | Kestra Advisory Services LLC | 145,746 | $4.20M | 0.0% | +7.6% | 0.934% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 8,922 | $258K | 0.0% | -7.2% | 0.057% | |
| 2/13/2026 | OpenArc Corporate Advisory LLC | 7,175 | $207K | 0.0% | N/A | 0.046% | |
| 2/13/2026 | Wells Fargo & Company MN | 7,957 | $229K | 0.0% | +24.8% | 0.051% | |
| 2/12/2026 | Advocate Investing Services LLC | 1,332 | $38K | 0.0% | N/A | 0.009% | |
| 2/12/2026 | Jane Street Group LLC | 50,120 | $1.44M | 0.0% | -30.1% | 0.321% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 8,534 | $246K | 0.0% | -78.1% | 0.055% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 356,420 | $10.27M | 0.0% | -42.2% | 2.285% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 2,032 | $59K | 0.0% | -14.3% | 0.013% | |
| 2/11/2026 | Cerity Partners LLC | 165,805 | $4.78M | 0.0% | N/A | 1.063% | |
| 2/11/2026 | LPL Financial LLC | 802,159 | $23.12M | 0.0% | -48.8% | 5.142% | |
| 2/11/2026 | JPMorgan Chase & Co. | 286,429 | $8.26M | 0.0% | -65.9% | 1.836% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 14,356 | $414K | 0.0% | +18.2% | 0.092% | |
| 2/10/2026 | CFS Investment Advisory Services LLC | 263,892 | $7.61M | 0.6% | -4.4% | 1.692% | |
| 2/6/2026 | Global Retirement Partners LLC | 4,928 | $142K | 0.0% | -34.8% | 0.032% | |
| 2/6/2026 | Muirfield Wealth Advisors LLC | 32,290 | $931K | 0.7% | +3.5% | 0.207% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 11,739 | $338K | 0.0% | -94.1% | 0.075% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 20,595 | $594K | 0.0% | -82.8% | 0.132% | |
| 2/4/2026 | Moneco Advisors LLC | 8,376 | $241K | 0.0% | -32.6% | 0.053% | |
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| 2/4/2026 | Ameritas Advisory Services LLC | 51,924 | $1.50M | 0.1% | -55.5% | 0.329% | |
| 2/3/2026 | Diversify Wealth Management LLC | 7,660 | $227K | 0.0% | N/A | 0.049% | |
| 2/2/2026 | Headinvest LLC | 7,592 | $219K | 0.0% | N/A | 0.048% | |
| 2/2/2026 | Truist Financial Corp | 163,442 | $4.71M | 0.0% | +1.4% | 1.037% | |
| 2/2/2026 | Cornerstone Planning Group LLC | 6,637 | $202K | 0.0% | N/A | 0.042% | |
| 1/30/2026 | SK Wealth Management LLC | 7,137 | $218K | 0.1% | N/A | 0.045% | |
| 1/29/2026 | Comerica Bank | 21,876 | $630K | 0.0% | -15.3% | 0.138% | |
| 1/29/2026 | Midwest Capital Advisors LLC | 88,489 | $2.55M | 1.2% | -86.3% | 0.559% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 18,995 | $547K | 0.0% | +82.3% | 0.120% | |
| 1/29/2026 | UBS Group AG | 222,911 | $6.42M | 0.0% | -37.7% | 1.407% | |
| 1/26/2026 | Private Trust Co. NA | 4,734 | $136K | 0.0% | +11.8% | 0.030% | |
| 1/23/2026 | Fortress Financial Group LLC | 98,545 | $2.84M | 2.1% | -5.5% | 0.613% | |
| 1/23/2026 | Avion Wealth | 1,610 | $46K | 0.0% | N/A | 0.010% | |
| 1/23/2026 | Assetmark Inc. | 5,407 | $156K | 0.0% | -98.0% | 0.034% | |
| 1/23/2026 | Diversify Advisory Services LLC | 62,896 | $1.88M | 0.1% | -56.1% | 0.391% | |
| 1/20/2026 | Ethos Financial Group LLC | 184,594 | $5.32M | 0.4% | -13.7% | 1.148% | |
| 1/20/2026 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 17,106 | $493K | 0.0% | -67.8% | 0.106% | |
| 1/14/2026 | Spire Wealth Management | 3,000 | $86K | 0.0% | N/A | 0.019% | |
| 1/6/2026 | Ehrlich Financial Group | 80,704 | $2.33M | 1.3% | -15.9% | 0.502% | |
| 1/5/2026 | Park Avenue Securities LLC | 9,884 | $285K | 0.0% | -88.1% | 0.061% | |
| 1/1/2026 | JPMorgan Chase & Co. | 839,542 | $23.50M | 0.0% | -20.1% | 4.603% | |
| 12/2/2025 | IFP Advisors Inc | 11,283 | $316K | 0.0% | +19.8% | 0.062% | |
| 11/18/2025 | Advisory Services Network LLC | 1,277 | $36K | 0.0% | N/A | 0.007% | |
| 11/18/2025 | Vertex Planning Partners LLC | 502,102 | $14.05M | 2.7% | +4.7% | 2.753% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 10,417 | $292K | 0.0% | +25.4% | 0.057% | |
| 11/17/2025 | Susquehanna International Group LLP | 13,531 | $379K | 0.0% | -48.5% | 0.074% | |
| 11/17/2025 | Mariner LLC | 157,497 | $4.41M | 0.0% | -4.9% | 0.863% | |
| 11/17/2025 | Flow Traders U.S. LLC | 108,543 | $3.04M | 0.1% | +224.5% | 0.595% | |
| 11/17/2025 | Citadel Advisors LLC | 28,711 | $803K | 0.0% | -21.3% | 0.157% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 7,472 | $209K | 0.0% | N/A | 0.041% | |
| 11/17/2025 | Bank of America Corp DE | 1,727,873 | $48.36M | 0.0% | -3.4% | 9.473% | |
| 11/17/2025 | Ameriprise Financial Inc. | 520,796 | $14.58M | 0.0% | -0.3% | 2.855% | |
| 11/14/2025 | Imprint Wealth LLC | 3,928 | $110K | 0.4% | N/A | 0.022% | |
| 11/14/2025 | Raymond James Financial Inc. | 550,654 | $15.41M | 0.0% | +0.1% | 3.019% | |
| 11/14/2025 | Virtu Financial LLC | 17,029 | $477K | 0.0% | +90.9% | 0.093% | |
| 11/14/2025 | NorthRock Partners LLC | 12,489 | $350K | 0.0% | N/A | 0.068% | |
| 11/13/2025 | GeoWealth Management LLC | 10,616 | $297K | 0.0% | N/A | 0.058% | |
| 11/13/2025 | UBS Group AG | 357,638 | $10.01M | 0.0% | -47.2% | 1.961% | |
| 11/13/2025 | Diversify Advisory Services LLC | 143,295 | $4.06M | 0.1% | +489.2% | 0.786% | |
| 11/13/2025 | First Trust Advisors LP | 8,165 | $228K | 0.0% | -4.4% | 0.045% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 38,971 | $1.09M | 0.0% | +68.1% | 0.214% | |
| 11/12/2025 | Integrated Advisors Network LLC | 86,202 | $2.41M | 0.1% | +0.5% | 0.473% | |
| 11/10/2025 | MAI Capital Management | 2,815 | $79K | 0.0% | N/A | 0.015% | |
| 11/7/2025 | JPMorgan Chase & Co. | 839,542 | $23.50M | 0.0% | -20.1% | 4.603% | |
| 11/6/2025 | Fortress Financial Group LLC | 104,287 | $2.92M | 2.2% | -17.3% | 0.572% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 116,716 | $3.27M | 0.2% | N/A | 0.640% | |
| 11/6/2025 | Assetmark Inc. | 269,705 | $7.55M | 0.0% | -0.6% | 1.479% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 8,617 | $241K | 0.0% | -68.0% | 0.047% | |
| 11/5/2025 | Smartleaf Asset Management LLC | 9,612 | $267K | 0.0% | N/A | 0.053% | |
| 11/5/2025 | MONECO Advisors LLC | 12,433 | $348K | 0.0% | -75.6% | 0.068% | |
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| 11/5/2025 | J.W. Cole Advisors Inc. | 12,143 | $340K | 0.0% | +56.9% | 0.067% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 2,111,051 | $59.08M | 0.0% | +3.7% | 11.574% | |
| 11/4/2025 | Jones Financial Companies Lllp | 57,218 | $1.58M | 0.0% | +28.6% | 0.314% | |
| 11/4/2025 | Cornerstone Wealth Management LLC | 119,455 | $3.34M | 0.2% | +4.6% | 0.655% | |
| 11/3/2025 | Truist Financial Corp | 161,166 | $4.48M | 0.0% | -1.4% | 0.884% | |
| 10/31/2025 | CFS Investment Advisory Services LLC | 276,101 | $7.94M | 0.6% | +6.1% | 1.514% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 199,796 | $5.59M | 0.0% | +9.4% | 1.095% | |
| 10/30/2025 | Quadrant Private Wealth Management LLC | 13,638 | $382K | 0.1% | +23.8% | 0.075% | |
| 10/30/2025 | Triad Wealth Partners LLC | 45,514 | $1.27M | 0.2% | +42.6% | 0.250% | |
| 10/29/2025 | Sequoia Financial Advisors LLC | 44,048 | $1.23M | 0.0% | -0.8% | 0.241% | |