| 6/3/2026 | Stillwater Private Wealth LLC | 2,528 | $253K | 0.2% | N/A | 0.010% | |
| 6/3/2026 | NewEdge Advisors LLC | 2,956 | $297K | 0.0% | -23.9% | 0.012% | |
| 5/22/2026 | Verus Capital Partners LLC | 134,145 | $13.46M | 0.9% | +14.3% | 0.529% | |
| 5/19/2026 | Bank of America Corp DE | 51,304 | $5.15M | 0.0% | -7.3% | 0.202% | |
| 5/19/2026 | Centaurus Financial Inc. | 28,215 | $2.83M | 0.1% | +53.1% | 0.111% | |
| 5/18/2026 | Royal Bank of Canada | 56,932 | $5.71M | 0.0% | +8.3% | 0.225% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 13,382 | $1.34M | 0.1% | +66.9% | 0.053% | |
| 5/14/2026 | Sei Investments Co. | 1,325,761 | $133.05M | 0.1% | -11.7% | 5.232% | |
| 5/13/2026 | Cetera Investment Advisers | 271,222 | $27.22M | 0.0% | +298.5% | 1.070% | |
| 5/7/2026 | Precision Wealth Strategies LLC | 21,413 | $2.15M | 0.7% | +30.0% | 0.085% | |
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| 5/6/2026 | McAlvany Wealth Management LLC | 9,508 | $954K | 0.6% | -27.0% | 0.038% | |
| 5/5/2026 | D.A. Davidson & CO. | 40,318 | $4.05M | 0.0% | +1.5% | 0.159% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 4,325 | $434K | 0.0% | -18.4% | 0.017% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,450 | $146K | 0.0% | N/A | 0.006% | |
| 5/4/2026 | Bleakley Financial Group LLC | 1,069,071 | $107.29M | 1.7% | +18.0% | 4.219% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,397 | $441K | 0.0% | +80.4% | 0.017% | |
| 4/29/2026 | K2 Financial Inc. | 4,840 | $485K | 0.3% | -20.2% | 0.019% | |
| 4/28/2026 | Ascentis Independent Advisors | 2,491 | $250K | 0.0% | N/A | 0.010% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 13,069 | $1.31M | 0.4% | -3.9% | 0.053% | |
| 4/27/2026 | Portland Financial Advisors Inc | 3,382 | $339K | 0.7% | +5.8% | 0.014% | |
| 4/27/2026 | Private Advisor Group LLC | 15,856 | $1.59M | 0.0% | -73.7% | 0.064% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 2,921 | $293K | 0.0% | +13.5% | 0.012% | |
| 4/21/2026 | Maridea Wealth Management LLC | 129,343 | $12.98M | 1.9% | N/A | 0.517% | |
| 4/21/2026 | Pacific Sage Partners LLC | 137,279 | $13.78M | 2.2% | +0.5% | 0.549% | |
| 4/21/2026 | Fiduciary Alliance LLC | 27,433 | $2.75M | 0.2% | -21.3% | 0.110% | |
| 4/18/2026 | Nottingham Advisors Inc. | 34,936 | $3.51M | 0.5% | -40.4% | 0.139% | |
| 4/17/2026 | Stewardship Advisors LLC | 3,330 | $334K | 0.1% | -15.7% | 0.013% | |
| 3/25/2026 | McAlvany Wealth Management LLC | 13,033 | $1.31M | 1.0% | N/A | 0.059% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 14,346 | $1.44M | 0.0% | +10.0% | 0.065% | |
| 2/18/2026 | Ark Wealth Advisors LLC | 57,691 | $5.78M | 6.2% | N/A | 0.262% | |
| 2/17/2026 | Cetera Investment Advisers | 68,056 | $6.81M | 0.0% | +36.8% | 0.309% | |
| 2/17/2026 | Kovack Advisors Inc. | 11,758 | $1.18M | 0.1% | N/A | 0.053% | |
| 2/17/2026 | Osaic Holdings Inc. | 102,549 | $10.27M | 0.0% | -15.1% | 0.465% | |
| 2/17/2026 | Advisory Services Network LLC | 29,044 | $2.91M | 0.0% | -3.3% | 0.132% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 10,308 | $1.03M | 0.0% | N/A | 0.047% | |
| 2/17/2026 | Running Point Capital Advisors LLC | 36,693 | $3.67M | 1.0% | +29.9% | 0.166% | |
| 2/17/2026 | Private Advisor Group LLC | 60,198 | $6.03M | 0.0% | -12.6% | 0.273% | |
| 2/17/2026 | &PARTNERS | 2,310 | $231K | 0.0% | -21.3% | 0.010% | |
| 2/17/2026 | Royal Bank of Canada | 52,580 | $5.26M | 0.0% | +121.8% | 0.239% | |
| 2/16/2026 | MML Investors Services LLC | 21,527 | $2.16M | 0.0% | -4.2% | 0.098% | |
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| 2/16/2026 | Financial Network Wealth Advisors LLC | 57,730 | $5.78M | 6.0% | +14.6% | 0.262% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,438 | $244K | 0.0% | +13.1% | 0.011% | |
| 2/13/2026 | Plum Street Advisors LLC | 21,731 | $2.18M | 0.8% | +38.3% | 0.099% | |
| 2/13/2026 | Inspire Advisors LLC | 70,710 | $7.08M | 0.7% | -14.1% | 0.321% | |
| 2/13/2026 | Stifel Financial Corp | 6,590 | $660K | 0.0% | -30.9% | 0.030% | |
| 2/13/2026 | Focused Alpha LLC | 10,030 | $1.00M | 0.3% | N/A | 0.046% | |
| 2/13/2026 | Denver Wealth Management Inc. | 40,738 | $4.08M | 1.4% | +13.3% | 0.185% | |
| 2/13/2026 | Wells Fargo & Company MN | 649 | $65K | 0.0% | N/A | 0.003% | |
| 2/13/2026 | Gerber Kawasaki Wealth & Investment Management | 88,083 | $8.82M | 0.3% | +74.0% | 0.400% | |
| 2/12/2026 | Alaethes Wealth LLC | 105,641 | $10.61M | 3.0% | -8.9% | 0.479% | |
| 2/12/2026 | Jane Street Group LLC | 2,526 | $253K | 0.0% | -96.0% | 0.011% | |
| 2/12/2026 | HRT Financial LP | 8,402 | $841K | 0.0% | +139.3% | 0.038% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 66,437 | $6.65M | 0.0% | +4.6% | 0.301% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 37,155 | $3.72M | 0.0% | -56.1% | 0.169% | |
| 2/12/2026 | Cloud Capital Management LLC | 5,234 | $525K | 0.2% | N/A | 0.024% | |
| 2/12/2026 | Sykon Capital LLC | 11,127 | $1.11M | 0.4% | -73.4% | 0.050% | |
| 2/12/2026 | Principal Securities Inc. | 4,767 | $477K | 0.0% | +10.2% | 0.022% | |
| 2/12/2026 | Resurgent Financial Advisors LLC | 8,037 | $805K | 0.4% | +33.5% | 0.036% | |
| 2/12/2026 | Woodley Farra Manion Portfolio Management Inc. | 9,272 | $933K | 0.0% | -1.7% | 0.042% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 8,020 | $803K | 0.1% | -2.3% | 0.036% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 2,573 | $258K | 0.0% | N/A | 0.012% | |
| 2/11/2026 | LPL Financial LLC | 837,428 | $83.84M | 0.0% | -5.9% | 3.800% | |
| 2/11/2026 | Convergence Financial LLC | 64,134 | $6.42M | 0.9% | -7.2% | 0.291% | |
| 2/11/2026 | Avise Financial Cooperative Inc. | 2,156 | $216K | 0.2% | N/A | 0.010% | |
| 2/11/2026 | Verus Capital Partners LLC | 117,350 | $11.75M | 0.7% | +34.8% | 0.532% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 9,171 | $918K | 0.0% | N/A | 0.042% | |
| 2/10/2026 | Weaver Consulting Group | 3,071 | $307K | 0.1% | -31.9% | 0.014% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 14,348 | $1.44M | 0.0% | -13.9% | 0.065% | |
| 2/9/2026 | Flputnam Investment Management Co. | 35,653 | $3.57M | 0.1% | +818.4% | 0.162% | |
| 2/9/2026 | Terril Brothers Inc. | 71,697 | $7.18M | 1.9% | -15.2% | 0.325% | |
| 2/9/2026 | Bleakley Financial Group LLC | 906,065 | $90.71M | 1.6% | N/A | 4.111% | |
| 2/9/2026 | Harbour Investments Inc. | 108,491 | $10.86M | 0.2% | +8.6% | 0.492% | |
| 2/9/2026 | RHL Group LLC | 634,197 | $63.49M | 51.0% | N/A | 2.877% | |
| 2/6/2026 | Global Retirement Partners LLC | 4,103 | $411K | 0.0% | +1,166.4% | 0.019% | |
| 2/6/2026 | Portland Financial Advisors Inc | 3,198 | $320K | 0.7% | +25.4% | 0.015% | |
| 2/6/2026 | 3EDGE Asset Management LP | 263,152 | $26.34M | 1.4% | +484.1% | 1.194% | |
| 2/6/2026 | Wisconsin Capital Management LLC | 2,012 | $201K | 0.1% | -27.9% | 0.009% | |
| 2/5/2026 | Soltis Investment Advisors LLC | 7,029 | $704K | 0.0% | N/A | 0.032% | |
| 2/5/2026 | Center for Financial Planning Inc. | 1,124 | $113K | 0.0% | N/A | 0.005% | |
| 2/5/2026 | New York Life Investment Management LLC | 12,972 | $1.30M | 0.0% | -25.6% | 0.059% | |
| 2/5/2026 | Castle Rock Wealth Management LLC | 23,290 | $2.33M | 0.5% | +6.1% | 0.106% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 5,413 | $542K | 0.0% | N/A | 0.024% | |
| 2/4/2026 | 49 Wealth Management LLC | 303,414 | $30.38M | 2.5% | -35.1% | 1.361% | |
| 2/4/2026 | MJP Associates Inc. ADV | 355,079 | $35.55M | 4.4% | -11.3% | 1.611% | |
| 2/3/2026 | MGO One Seven LLC | 80,628 | $8.07M | 0.2% | +18.7% | 0.362% | |
| 2/3/2026 | Lumbard & Kellner LLC | 23,060 | $2.31M | 0.8% | -3.7% | 0.103% | |
| 2/3/2026 | Harel Insurance Investments & Financial Services Ltd. | 3,000,000 | $301.03M | 2.6% | N/A | 13.459% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 12,135 | $1.22M | 0.0% | +216.0% | 0.054% | |
| 2/2/2026 | Truist Financial Corp | 71,765 | $7.18M | 0.0% | +3.9% | 0.322% | |
| 2/2/2026 | FSA Advisors Inc. | 45,688 | $4.57M | 0.8% | N/A | 0.205% | |
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| 2/2/2026 | B.O.S.S. Retirement Advisors LLC | 13,601 | $1.36M | 0.4% | -36.1% | 0.061% | |
| 2/2/2026 | Woodard & Co. Asset Management Group Inc. ADV | 89,693 | $8.98M | 1.4% | -14.1% | 0.402% | |
| 2/2/2026 | Mutual Advisors LLC | 5,385 | $539K | 0.0% | -6.5% | 0.024% | |
| 1/30/2026 | Precision Wealth Strategies LLC | 16,473 | $1.65M | 0.5% | +20.8% | 0.074% | |
| 1/30/2026 | SOL Capital Management CO | 56,288 | $5.64M | 0.5% | +9.1% | 0.253% | |
| 1/29/2026 | D.A. Davidson & CO. | 39,711 | $3.98M | 0.0% | +4.9% | 0.180% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 19,356 | $1.94M | 0.0% | +3.0% | 0.088% | |
| 1/28/2026 | APS Management Group Inc. | 116,449 | $11.66M | 10.0% | -5.8% | 0.527% | |
| 1/27/2026 | PFG Advisors | 6,528 | $654K | 0.0% | -3.8% | 0.030% | |
| 1/27/2026 | Belpointe Asset Management LLC | 61,627 | $6.17M | 0.2% | -48.8% | 0.279% | |