| 6/3/2026 | NewEdge Advisors LLC | 854,249 | $26.06M | 0.1% | +14.5% | 1.127% | |
| 5/27/2026 | Security Financial Services INC. | 55,949 | $1.71M | 0.3% | +19.6% | 0.074% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 30,340 | $925K | 0.2% | +23.8% | 0.040% | |
| 5/19/2026 | Western Wealth Management LLC | 2,383 | $73K | 0.0% | N/A | 0.003% | |
| 5/18/2026 | Royal Bank of Canada | 1,198,245 | $36.55M | 0.0% | +8.6% | 1.581% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 356,920 | $10.89M | 0.4% | +410.0% | 0.471% | |
| 5/14/2026 | CLG LLC | 27,726 | $846K | 0.2% | +8.4% | 0.037% | |
| 5/13/2026 | Cetera Investment Advisers | 3,285,183 | $100.20M | 0.1% | +16.3% | 4.334% | |
| 5/7/2026 | World Equity Group Inc. | 11,898 | $363K | 0.1% | N/A | 0.016% | |
| 5/6/2026 | Assetmark Inc. | 1,429,913 | $43.61M | 0.1% | +17.9% | 1.886% | |
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| 5/6/2026 | Independent Financial Group LLC | 37,140 | $1.13M | 0.0% | N/A | 0.049% | |
| 5/5/2026 | Bank of New York Mellon Corp | 26,765 | $816K | 0.0% | N/A | 0.035% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 35,964 | $1.10M | 0.0% | +128.2% | 0.047% | |
| 5/5/2026 | Sigma Planning Corp | 9,409 | $287K | 0.0% | N/A | 0.012% | |
| 5/4/2026 | Bleakley Financial Group LLC | 12,079 | $368K | 0.0% | +6.2% | 0.016% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 40,484 | $1.24M | 0.2% | +47.6% | 0.053% | |
| 5/2/2026 | Diversify Wealth Management LLC | 11,608 | $377K | 0.0% | N/A | 0.015% | |
| 5/2/2026 | Valmark Advisers Inc. | 155,239 | $4.74M | 0.1% | +37.8% | 0.205% | |
| 5/1/2026 | Fifth Third Bancorp | 20,420 | $623K | 0.0% | N/A | 0.027% | |
| 5/1/2026 | Sovran Advisors LLC | 102,388 | $3.39M | 0.3% | +2.7% | 0.136% | |
| 5/1/2026 | Simplicity Wealth LLC | 33,036 | $1.01M | 0.1% | +4.9% | 0.044% | |
| 4/30/2026 | Kestra Advisory Services LLC | 114,332 | $3.49M | 0.0% | +78.0% | 0.152% | |
| 4/30/2026 | IAG Wealth Partners LLC | 34,208 | $1.04M | 0.1% | +20.0% | 0.045% | |
| 4/28/2026 | Compton Financial Group LLC | 363,042 | $11.07M | 2.4% | +2,245.1% | 0.488% | |
| 4/28/2026 | Stephens Inc. AR | 304,297 | $9.28M | 0.1% | +18.6% | 0.409% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 54,282 | $1.66M | 0.1% | +20.6% | 0.073% | |
| 4/28/2026 | Latitude Advisors LLC | 8,597 | $262K | 0.1% | N/A | 0.012% | |
| 4/27/2026 | World Investment Advisors | 52,066 | $1.59M | 0.0% | N/A | 0.070% | |
| 4/27/2026 | Private Advisor Group LLC | 179,592 | $5.48M | 0.0% | +38.1% | 0.241% | |
| 4/24/2026 | Merited Wealth LLC | 133,710 | $4.08M | 3.4% | +2.7% | 0.180% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 7,999 | $244K | 0.1% | N/A | 0.011% | |
| 4/23/2026 | Intrua Financial LLC | 244,922 | $7.47M | 0.8% | +9.1% | 0.329% | |
| 4/23/2026 | Investment Planning Advisors Inc. | 22,476 | $686K | 0.2% | +13.2% | 0.030% | |
| 4/23/2026 | Apollon Wealth Management LLC | 36,305 | $1.11M | 0.0% | +219.4% | 0.049% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,156,513 | $35.27M | 0.1% | +47.4% | 1.573% | |
| 4/21/2026 | Financial Council LLC | 8,372 | $255K | 0.1% | +15.1% | 0.011% | |
| 4/21/2026 | James Reed Financial Services Inc. | 586,128 | $17.88M | 15.5% | -2.1% | 0.797% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 11,041 | $337K | 0.0% | N/A | 0.015% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 10,993 | $335K | 0.0% | N/A | 0.015% | |
| 4/20/2026 | RFG Advisory LLC | 47,553 | $1.45M | 0.0% | +7.2% | 0.065% | |
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| 4/16/2026 | Balboa Wealth Partners | 19,586 | $597K | 0.1% | +5.1% | 0.027% | |
| 3/23/2026 | J. Derek Lewis & Associates Inc. | 24,504 | $775K | 0.2% | N/A | 0.040% | |
| 2/23/2026 | Continental Investors Services Inc. | 12,160 | $392K | 0.5% | -4.9% | 0.020% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 2,750 | $87K | 0.1% | N/A | 0.005% | |
| 2/18/2026 | NewEdge Advisors LLC | 745,919 | $23.59M | 0.1% | +49.7% | 1.229% | |
| 2/18/2026 | VestGen Investment Management | 16,261 | $514K | 0.3% | -3.0% | 0.027% | |
| 2/18/2026 | BNB Wealth Management LLC | 56,462 | $1.79M | 1.2% | N/A | 0.093% | |
| 2/17/2026 | Cetera Investment Advisers | 2,825,862 | $89.38M | 0.1% | +16.6% | 4.655% | |
| 2/17/2026 | Hilltop Holdings Inc. | 9,107 | $288K | 0.0% | N/A | 0.015% | |
| 2/17/2026 | Equitable Holdings Inc. | 10,089 | $319K | 0.0% | N/A | 0.017% | |
| 2/17/2026 | GeoWealth Management LLC | 10,283 | $325K | 0.0% | +28.7% | 0.017% | |
| 2/17/2026 | Osaic Holdings Inc. | 608,892 | $19.26M | 0.0% | +0.6% | 1.003% | |
| 2/17/2026 | Private Advisor Group LLC | 130,078 | $4.11M | 0.0% | +22.5% | 0.214% | |
| 2/17/2026 | Captrust Financial Advisors | 37,003 | $1.17M | 0.0% | +16.4% | 0.061% | |
| 2/17/2026 | &PARTNERS | 644,201 | $20.37M | 0.1% | +102.3% | 1.061% | |
| 2/17/2026 | Royal Bank of Canada | 1,103,456 | $34.90M | 0.0% | +10.6% | 1.818% | |
| 2/16/2026 | Venture Visionary Partners LLC | 182,679 | $5.78M | 0.2% | +212.1% | 0.301% | |
| 2/16/2026 | MML Investors Services LLC | 1,554,291 | $49.16M | 0.1% | +14.2% | 2.561% | |
| 2/16/2026 | Mariner LLC | 65,544 | $2.07M | 0.0% | +40.4% | 0.108% | |
| 2/13/2026 | Kestra Advisory Services LLC | 64,240 | $2.03M | 0.0% | +24.9% | 0.106% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 20,355 | $644K | 0.1% | +61.5% | 0.034% | |
| 2/13/2026 | Visionary Wealth Advisors | 9,232 | $292K | 0.0% | N/A | 0.015% | |
| 2/13/2026 | Stifel Financial Corp | 103,538 | $3.28M | 0.0% | +68.3% | 0.171% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 361,584 | $11.51M | 0.4% | +19.0% | 0.596% | |
| 2/13/2026 | Advyzon Investment Management LLC | 37,454 | $1.19M | 0.1% | N/A | 0.062% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 83,653 | $2.65M | 0.0% | +93.0% | 0.138% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 13,891 | $439K | 0.0% | +3.7% | 0.023% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,334,375 | $73.84M | 0.0% | +356.3% | 3.846% | |
| 2/12/2026 | Jane Street Group LLC | 400,000 | $12.65M | 0.0% | +60.9% | 0.659% | |
| 2/12/2026 | HRT Financial LP | 29,416 | $930K | 0.0% | N/A | 0.048% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 424,260 | $13.42M | 0.1% | +5.5% | 0.699% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 655,790 | $20.74M | 0.0% | +40.3% | 1.080% | |
| 2/12/2026 | Titleist Asset Management LLC | 7,220 | $228K | 0.0% | N/A | 0.012% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 1,727 | $55K | 0.0% | -27.3% | 0.003% | |
| 2/12/2026 | Principal Securities Inc. | 211,433 | $6.69M | 0.1% | +30.8% | 0.348% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 69,985 | $2.21M | 0.2% | +45.5% | 0.115% | |
| 2/11/2026 | GWN Securities Inc. | 23,712 | $750K | 0.2% | +80.1% | 0.039% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 784,574 | $24.82M | 0.1% | +34.7% | 1.293% | |
| 2/11/2026 | Capital Analysts LLC | 14,249 | $450K | 0.0% | +22.2% | 0.023% | |
| 2/11/2026 | LPL Financial LLC | 2,741,720 | $86.72M | 0.0% | +43.1% | 4.517% | |
| 2/11/2026 | Capital International Investors | 3,801,915 | $120.26M | 0.0% | +15,343.0% | 6.263% | |
| 2/11/2026 | Capital Group Private Client Services Inc. | 5,413,104 | $171.22M | 2.7% | +20.8% | 8.918% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 11,063 | $350K | 0.0% | N/A | 0.018% | |
| 2/10/2026 | Natixis Advisors LLC | 19,541 | $618K | 0.0% | +6.8% | 0.032% | |
| 2/10/2026 | IAG Wealth Partners LLC | 28,501 | $901K | 0.1% | -3.3% | 0.047% | |
| 2/10/2026 | Vantus Wealth LLC | 37,139 | $1.18M | 0.9% | N/A | 0.061% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 9,470 | $300K | 0.0% | +117.8% | 0.016% | |
| 2/10/2026 | IFG Advisory LLC | 7,521 | $238K | 0.0% | -15.6% | 0.012% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 69,745 | $2.21M | 0.1% | +76.6% | 0.115% | |
| 2/9/2026 | Bleakley Financial Group LLC | 11,372 | $360K | 0.0% | N/A | 0.019% | |
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| 2/9/2026 | Cary Street Partners Financial LLC | 91,342 | $2.89M | 0.1% | -1.2% | 0.150% | |
| 2/9/2026 | Harbour Investments Inc. | 109,800 | $3.47M | 0.1% | +47.0% | 0.181% | |
| 2/9/2026 | MSH Capital Advisors LLC | 17,537 | $555K | 0.1% | +32.5% | 0.029% | |
| 2/9/2026 | Prospera Financial Services Inc | 12,300 | $389K | 0.0% | +43.2% | 0.020% | |
| 2/9/2026 | ARQ Wealth Advisors LLC | 27,419 | $867K | 0.2% | +85.0% | 0.045% | |
| 2/6/2026 | Principle Wealth Partners LLC | 32,090 | $1.02M | 0.1% | +4.1% | 0.053% | |
| 2/6/2026 | Vestmark Advisory Solutions Inc. | 724,587 | $22.92M | 0.3% | +9.4% | 1.194% | |
| 2/6/2026 | Global Retirement Partners LLC | 6,282 | $199K | 0.0% | N/A | 0.010% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 285,813 | $9.04M | 0.1% | +24.7% | 0.471% | |
| 2/6/2026 | Larson Financial Group LLC | 1,363,320 | $43.12M | 1.4% | +13.9% | 2.246% | |