| 7/10/2026 | Carolina Wealth Advisors LLC | 306,994 | $12.88M | 5.0% | +1.9% | 0.598% | |
| 7/8/2026 | First Heartland Consultants Inc. | 88,101 | $3.70M | 0.2% | -58.0% | 0.172% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 13,611 | $571K | 0.0% | -18.8% | 0.027% | |
| 6/3/2026 | NewEdge Advisors LLC | 60,984 | $2.57M | 0.0% | +195.8% | 0.123% | |
| 5/28/2026 | Maripau Wealth Management LLC | 146,567 | $6.19M | 2.7% | +7.8% | 0.295% | |
| 5/19/2026 | NewEdge Advisors LLC | 60,984 | $26K | 0.0% | +195.8% | 0.123% | |
| 5/19/2026 | Bank of America Corp DE | 2,377,880 | $100.35M | 0.0% | -0.9% | 4.789% | |
| 5/18/2026 | Talon Private Wealth LLC | 1,200,865 | $50.68M | 6.7% | N/A | 2.419% | |
| 5/18/2026 | Royal Bank of Canada | 471,820 | $19.91M | 0.0% | +172,097.1% | 0.950% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 716,350 | $30.23M | 4.2% | +8.5% | 1.443% | |
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| 5/15/2026 | Stadion Money Management LLC | 785,210 | $33.14M | 3.3% | -0.6% | 1.581% | |
| 5/13/2026 | Cetera Investment Advisers | 54,209 | $2.29M | 0.0% | +29.4% | 0.109% | |
| 5/6/2026 | Zhang Financial LLC | 21,433 | $904K | 0.0% | -26.3% | 0.043% | |
| 5/5/2026 | Bank of New York Mellon Corp | 5,280,228 | $222.83M | 0.0% | +88.2% | 10.635% | |
| 5/5/2026 | Sanctuary Advisors LLC | 20,691 | $873K | 0.0% | +7.2% | 0.042% | |
| 4/30/2026 | Stiles Financial Services Inc | 32,825 | $1.39M | 0.4% | +6.2% | 0.066% | |
| 4/28/2026 | GM Advisory Group LLC | 615,975 | $25.99M | 1.0% | +5.4% | 1.246% | |
| 4/24/2026 | Merited Wealth LLC | 17,832 | $753K | 0.6% | N/A | 0.036% | |
| 4/24/2026 | Key Financial Inc | 1,000 | $42K | 0.0% | -20.3% | 0.002% | |
| 4/23/2026 | SevenBridge Financial Group LLC | 163,114 | $6.89M | 1.1% | +7.0% | 0.330% | |
| 4/20/2026 | Tanager Wealth Management LLP | 1,204,595 | $50.83M | 4.9% | -4.1% | 2.456% | |
| 4/20/2026 | Lord & Richards Wealth Management LLC | 239,716 | $10.12M | 8.9% | +0.3% | 0.489% | |
| 4/18/2026 | CENTRAL TRUST Co | 703,812 | $29.70M | 0.6% | +10.5% | 1.435% | |
| 4/18/2026 | RPOA Advisors Inc. | 20,618,899 | $870.12M | 38.1% | -20.5% | 42.036% | |
| 4/17/2026 | Krilogy Financial LLC | 16,477 | $695K | 0.0% | N/A | 0.034% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 827,487 | $34.92M | 2.4% | +10.3% | 1.687% | |
| 4/17/2026 | Brookstone Capital Management | 998,424 | $42.13M | 0.5% | +1.2% | 2.036% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 133,364 | $5.65M | 0.0% | +1.7% | 0.256% | |
| 2/18/2026 | NewEdge Advisors LLC | 20,615 | $874K | 0.0% | N/A | 0.040% | |
| 2/18/2026 | Strong Retirement Solutions LLC | 13,119 | $556K | 0.4% | N/A | 0.025% | |
| 2/17/2026 | Cetera Investment Advisers | 41,905 | $1.78M | 0.0% | -10.7% | 0.081% | |
| 2/17/2026 | Equitable Holdings Inc. | 102,968 | $4.36M | 0.0% | -9.2% | 0.198% | |
| 2/17/2026 | Osaic Holdings Inc. | 80,582 | $3.42M | 0.0% | -20.6% | 0.155% | |
| 2/17/2026 | Advisory Services Network LLC | 53,253 | $2.26M | 0.0% | +19.9% | 0.102% | |
| 2/17/2026 | Guardian Wealth Advisors LLC NC | 83,553 | $3.54M | 0.2% | +1.6% | 0.161% | |
| 2/17/2026 | Stadion Money Management LLC | 789,593 | $33.47M | 2.7% | -21.9% | 1.517% | |
| 2/16/2026 | Mariner LLC | 5,765 | $244K | 0.0% | N/A | 0.011% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 659,997 | $27.97M | 3.8% | +3.7% | 1.268% | |
| 2/16/2026 | E6 Portfolios LLC | 21,557 | $914K | 1.0% | N/A | 0.041% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 1,084,875 | $46.04M | 0.3% | +13.2% | 2.084% | |
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| 2/13/2026 | Kestra Advisory Services LLC | 1,371 | $58K | 0.0% | N/A | 0.003% | |
| 2/13/2026 | CreativeOne Wealth LLC | 10,503 | $445K | 0.0% | +16.7% | 0.020% | |
| 2/13/2026 | GM Advisory Group LLC | 584,260 | $24.76M | 1.0% | +1.6% | 1.122% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 716,209 | $30.36M | 0.4% | -5.5% | 1.376% | |
| 2/13/2026 | Wells Fargo & Company MN | 9,946 | $422K | 0.0% | +9.0% | 0.019% | |
| 2/12/2026 | Jane Street Group LLC | 94,509 | $4.01M | 0.0% | N/A | 0.182% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 11,935 | $506K | 0.0% | +8.0% | 0.023% | |
| 2/11/2026 | M Holdings Securities Inc. | 40,152 | $1.70M | 0.1% | N/A | 0.077% | |
| 2/11/2026 | LPL Financial LLC | 171,893 | $7.29M | 0.0% | -0.2% | 0.330% | |
| 2/10/2026 | Bank of New York Mellon Corp | 2,805,541 | $118.91M | 0.0% | +0.4% | 5.390% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 84,797 | $3.59M | 0.0% | N/A | 0.163% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,518 | $64K | 0.0% | +522.1% | 0.003% | |
| 2/9/2026 | Fisher Asset Management LLC | 19,981 | $847K | 0.0% | +177.4% | 0.038% | |
| 2/6/2026 | Wilian Securities LLC | 46,832 | $1.99M | 2.1% | N/A | 0.090% | |
| 2/6/2026 | Magnolia Private Wealth LLC | 27,099 | $1.15M | 0.8% | -2.0% | 0.052% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 8,590 | $364K | 0.0% | N/A | 0.017% | |
| 2/4/2026 | Independent Advisor Alliance | 9,858 | $418K | 0.0% | N/A | 0.019% | |
| 2/4/2026 | BankPlus Wealth Management LLC | 38,479 | $1.63M | 0.9% | +2.3% | 0.074% | |
| 2/3/2026 | Stiles Financial Services Inc | 30,916 | $1.31M | 0.4% | N/A | 0.059% | |
| 2/3/2026 | Total Investment Management Inc. | 1,705,087 | $72.27M | 9.3% | +1.4% | 3.276% | |
| 2/2/2026 | CENTRAL TRUST Co | 637,074 | $27.00M | 0.5% | +9.9% | 1.224% | |
| 2/2/2026 | SevenBridge Financial Group LLC | 152,480 | $6.49M | 1.1% | +3.7% | 0.293% | |
| 1/30/2026 | Wealth Forward LLC | 204,086 | $8.65M | 4.9% | +2.1% | 0.392% | |
| 1/29/2026 | Sanctuary Advisors LLC | 19,301 | $818K | 0.0% | -2.5% | 0.037% | |
| 1/27/2026 | BankPlus Trust Department | 8,040 | $341K | 0.1% | +20.1% | 0.015% | |
| 1/26/2026 | Tanager Wealth Management LLP | 1,256,294 | $53.27M | 5.3% | +4.8% | 2.418% | |
| 1/26/2026 | Sightline Wealth Advisors LLC | 48,158 | $2.04M | 0.9% | N/A | 0.093% | |
| 1/23/2026 | Fifth Third Securities Inc. | 29,512 | $1.25M | 0.1% | +3.5% | 0.058% | |
| 1/22/2026 | Curran Financial Partners LLC | 109,178 | $4.63M | 0.9% | +5.9% | 0.216% | |
| 1/21/2026 | Crux Wealth Advisors | 315,824 | $13.39M | 5.0% | +3.4% | 0.624% | |
| 1/21/2026 | Carolina Wealth Advisors LLC | 306,592 | $12.99M | 5.8% | -1.2% | 0.605% | |
| 1/20/2026 | Princeton Global Asset Management LLC | 833 | $35K | 0.0% | N/A | 0.002% | |
| 1/20/2026 | Savvy Advisors Inc. | 33,492 | $1.42M | 0.0% | N/A | 0.066% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 13,000 | $551K | 0.0% | +4.4% | 0.026% | |
| 1/15/2026 | Lord & Richards Wealth Management LLC | 238,966 | $10.13M | 8.7% | +5.1% | 0.474% | |
| 1/15/2026 | Brookstone Capital Management | 986,411 | $41.81M | 0.5% | +1.1% | 1.955% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 750,307 | $31.80M | 2.5% | +14.2% | 1.487% | |
| 1/12/2026 | Sentinel Pension Advisors LLC | 52,497 | $2.23M | 0.3% | -19.3% | 0.104% | |
| 1/9/2026 | First Heartland Consultants Inc. | 206,229 | $8.74M | 0.7% | +7.1% | 0.409% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 17,209 | $729K | 0.0% | -24.5% | 0.034% | |
| 1/7/2026 | Harbour Capital Advisors LLC | 16,115 | $684K | 0.1% | +29.5% | 0.033% | |
| 1/6/2026 | Collective Family Office LLC | 37,534 | $1.59M | 0.4% | +49.5% | 0.077% | |
| 11/26/2025 | Lantern Wealth Advisors LLC | 5,861 | $250K | 0.1% | +13.7% | 0.012% | |
| 11/21/2025 | Tcfg Wealth Management LLC | 12,291 | $524K | 0.1% | N/A | 0.026% | |
| 11/19/2025 | Second Line Capital LLC | 91,816 | $3.91M | 0.8% | +2.4% | 0.193% | |
| 11/19/2025 | GM Advisory Group LLC | 575,112 | $24.50M | 1.0% | +0.2% | 1.209% | |
| 11/18/2025 | Advisory Services Network LLC | 44,428 | $1.89M | 0.0% | +22.0% | 0.093% | |
| 11/18/2025 | Tcfg Wealth Management LLC | 12,291 | $524K | 0.0% | N/A | 0.026% | |
| 11/17/2025 | Susquehanna International Group LLP | 38,604 | $1.65M | 0.0% | -73.7% | 0.081% | |
| 11/17/2025 | Maripau Wealth Management LLC | 114,905 | $4.90M | 2.5% | +3.8% | 0.242% | |
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| 11/17/2025 | Integrated Wealth Concepts LLC | 758,263 | $32.30M | 0.3% | +11.1% | 1.595% | |
| 11/17/2025 | Flow Traders U.S. LLC | 81,521 | $3.47M | 0.1% | N/A | 0.171% | |
| 11/17/2025 | Citadel Advisors LLC | 33,584 | $1.43M | 0.0% | -38.3% | 0.071% | |
| 11/17/2025 | Bank of America Corp DE | 2,281,786 | $97.20M | 0.0% | -1.3% | 4.799% | |
| 11/14/2025 | Raymond James Financial Inc. | 38,029 | $1.62M | 0.0% | +82.4% | 0.080% | |
| 11/14/2025 | Equitable Holdings Inc. | 113,462 | $4.83M | 0.0% | -7.1% | 0.239% | |
| 11/13/2025 | Crux Wealth Advisors | 305,438 | $13.01M | 5.2% | +7.5% | 0.642% | |
| 11/13/2025 | SevenBridge Financial Group LLC | 147,027 | $6.27M | 1.0% | +37.8% | 0.309% | |
| 11/12/2025 | Aptus Capital Advisors LLC | 958,189 | $40.82M | 0.3% | +17.4% | 2.015% | |
| 11/12/2025 | Fisher Asset Management LLC | 7,202 | $307K | 0.0% | N/A | 0.015% | |