| 6/3/2026 | NewEdge Advisors LLC | 684,259 | $31.35M | 0.1% | N/A | 4.364% | |
| 5/20/2026 | January Capital Advisors LLC | 152,716 | $7.00M | 9.4% | N/A | 0.974% | |
| 5/20/2026 | Boothe Investment Group Inc. | 679,687 | $31.14M | 10.0% | +5.3% | 4.335% | |
| 5/19/2026 | Western Wealth Management LLC | 2,210 | $101K | 0.0% | N/A | 0.014% | |
| 5/19/2026 | NewEdge Advisors LLC | 204,611 | $9.37M | 0.2% | N/A | 1.305% | |
| 5/19/2026 | Bank of America Corp DE | 14,056 | $644K | 0.0% | +224.9% | 0.090% | |
| 5/18/2026 | Royal Bank of Canada | 40,882 | $1.87M | 0.0% | -2.6% | 0.261% | |
| 5/6/2026 | W.G. Shaheen & Associates DBA Whitney & Co | 581,228 | $26.63M | 2.2% | +7.0% | 3.707% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 27,496 | $1.26M | 0.1% | +4.2% | 0.175% | |
| 5/5/2026 | Journey Advisory Group LLC | 496,108 | $22.73M | 1.9% | +296.5% | 3.164% | |
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| 5/5/2026 | BlueChip Wealth Advisors LLC | 84,754 | $3.88M | 1.7% | +17.1% | 0.541% | |
| 5/5/2026 | Sigma Planning Corp | 5,245 | $240K | 0.0% | -7.4% | 0.033% | |
| 5/4/2026 | Beckerman Institutional LLC | 222,253 | $10.18M | 5.4% | +5.6% | 1.417% | |
| 5/1/2026 | Fifth Third Bancorp | 11,108 | $509K | 0.0% | N/A | 0.071% | |
| 4/29/2026 | Walser Wealth Management Company A Ltd Liability Co | 7,631 | $350K | 0.2% | N/A | 0.049% | |
| 4/28/2026 | Seascape Capital Management | 634,793 | $29.08M | 8.4% | -1.7% | 4.048% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 93,046 | $4.26M | 0.1% | +13.5% | 0.593% | |
| 4/23/2026 | Manchester Financial Inc. | 8,545 | $391K | 0.1% | +6.2% | 0.055% | |
| 4/23/2026 | Premier Path Wealth Partners LLC | 113,682 | $5.21M | 0.7% | -15.1% | 0.727% | |
| 4/22/2026 | First Financial Group Corp | 4,725 | $216K | 0.2% | N/A | 0.030% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 10,688 | $490K | 0.0% | -7.4% | 0.068% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 54,393 | $2.50M | 0.2% | +13.8% | 0.348% | |
| 4/18/2026 | Stonehearth Capital Management LLC | 8,497 | $389K | 0.2% | +5.7% | 0.054% | |
| 4/17/2026 | Stewardship Advisors LLC | 8,304 | $380K | 0.1% | +7.4% | 0.053% | |
| 3/9/2026 | Corient Private Wealth LLC | 86,114 | $3.99M | 0.0% | N/A | 0.623% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 12,100 | $561K | 0.3% | +7.2% | 0.088% | |
| 2/19/2026 | Corient Private Wealth LLC | 86,114 | $3.99M | 0.0% | N/A | 0.623% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 10,305 | $478K | 0.0% | -7.3% | 0.075% | |
| 2/18/2026 | Gotham Asset Management LLC | 18,823 | $873K | 0.0% | N/A | 0.136% | |
| 2/17/2026 | AQR Capital Management LLC | 24,641 | $1.14M | 0.0% | +2.4% | 0.178% | |
| 2/17/2026 | Cetera Investment Advisers | 7,231 | $335K | 0.0% | -13.9% | 0.052% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,453 | $346K | 0.0% | +9.6% | 0.054% | |
| 2/17/2026 | Osaic Holdings Inc. | 103,615 | $4.80M | 0.0% | -4.9% | 0.750% | |
| 2/17/2026 | Guardian Wealth Advisors LLC NC | 308,766 | $14.32M | 0.9% | +2.8% | 2.234% | |
| 2/17/2026 | Royal Bank of Canada | 41,967 | $1.95M | 0.0% | -0.6% | 0.304% | |
| 2/16/2026 | MML Investors Services LLC | 165,047 | $7.65M | 0.0% | +15.2% | 1.194% | |
| 2/16/2026 | Mariner LLC | 437,889 | $20.30M | 0.0% | N/A | 3.169% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 308,766 | $14.32M | 0.1% | +2.8% | 2.234% | |
| 2/13/2026 | Visionary Wealth Advisors | 190,996 | $8.86M | 0.4% | +5.2% | 1.382% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 29,358 | $1.36M | 0.1% | +3.5% | 0.212% | |
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| 2/13/2026 | Ausdal Financial Partners Inc. | 174,879 | $8.11M | 0.4% | +28.3% | 1.265% | |
| 2/12/2026 | Beacon Capital Management Inc. | 630 | $29K | 0.0% | -44.9% | 0.005% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 81,952 | $3.80M | 0.2% | +28.5% | 0.593% | |
| 2/12/2026 | Manchester Financial Inc. | 8,047 | $373K | 0.1% | N/A | 0.058% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 11,542 | $535K | 0.0% | +22.5% | 0.084% | |
| 2/11/2026 | Waddell & Associates LLC | 164,566 | $7.63M | 0.5% | -9.6% | 1.191% | |
| 2/11/2026 | Cerity Partners LLC | 256,629 | $11.90M | 0.0% | -7.3% | 1.857% | |
| 2/11/2026 | LPL Financial LLC | 29,819 | $1.38M | 0.0% | +16.1% | 0.216% | |
| 2/10/2026 | Cravens & Co Advisors LLC | 210,965 | $9.80M | 6.5% | -4.1% | 1.527% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 21,474 | $996K | 0.0% | +43.3% | 0.155% | |
| 2/10/2026 | Root Financial Partners LLC | 1,599 | $74K | 0.0% | N/A | 0.012% | |
| 2/10/2026 | Fortis Advisors LLC | 204,107 | $9.46M | 5.1% | -2.2% | 1.477% | |
| 2/10/2026 | Principia Wealth Advisory LLC | 10,926 | $507K | 0.1% | +5.2% | 0.079% | |
| 2/10/2026 | Beckerman Institutional LLC | 210,540 | $9.76M | 5.5% | +4.3% | 1.523% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 700,920 | $32.50M | 0.4% | +29.6% | 5.072% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 144,126 | $6.68M | 0.2% | +1.1% | 1.043% | |
| 2/5/2026 | Elyxium Wealth LLC | 116,398 | $5.40M | 0.1% | +9.1% | 0.842% | |
| 2/5/2026 | Panoramic Investment Advisors LLC | 15,125 | $701K | 0.4% | +24.2% | 0.109% | |
| 2/5/2026 | Landmark Wealth Management LLC | 140,901 | $6.53M | 2.5% | +5.9% | 1.020% | |
| 2/3/2026 | Boothe Investment Group Inc. | 645,479 | $29.93M | 10.7% | +1.4% | 4.739% | |
| 1/30/2026 | W.G. Shaheen & Associates DBA Whitney & Co | 543,338 | $25.19M | 2.0% | +5.7% | 3.989% | |
| 1/29/2026 | Aprio Wealth Management LLC | 221,618 | $10.28M | 0.6% | +26.0% | 1.627% | |
| 1/29/2026 | UBS Group AG | 605,984 | $28.10M | 0.0% | +3.8% | 4.449% | |
| 1/29/2026 | Sanctuary Advisors LLC | 6,205 | $288K | 0.0% | N/A | 0.046% | |
| 1/29/2026 | NBC Securities Inc. | 7,816 | $362K | 0.0% | -10.3% | 0.057% | |
| 1/28/2026 | SilverOak Wealth Management LLC | 33,934 | $1.57M | 0.2% | +13.2% | 0.249% | |
| 1/27/2026 | Benchmark Financial Wealth Advisors LLC | 492,384 | $22.83M | 6.6% | +18.7% | 3.615% | |
| 1/27/2026 | Journey Advisory Group LLC | 125,136 | $5.80M | 0.5% | +113.8% | 0.919% | |
| 1/27/2026 | Krilogy Financial LLC | 4,750 | $221K | 0.0% | -30.1% | 0.035% | |
| 1/27/2026 | Holcombe Financial Inc. | 239,289 | $11.10M | 7.0% | N/A | 1.757% | |
| 1/26/2026 | Cornerstone Wealth Group LLC | 47,804 | $2.22M | 0.2% | +3.3% | 0.351% | |
| 1/26/2026 | CWM LLC | 1,622,210 | $75.21M | 0.2% | +18.5% | 11.910% | |
| 1/26/2026 | Austin Wealth Management LLC | 84,330 | $3.91M | 0.6% | -0.5% | 0.619% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,820 | $131K | 0.0% | +5,775.0% | 0.021% | |
| 1/23/2026 | Optima Capital LLC | 120,040 | $5.57M | 2.4% | -33.5% | 0.889% | |
| 1/22/2026 | Premier Path Wealth Partners LLC | 133,891 | $6.21M | 0.8% | -7.0% | 0.992% | |
| 1/21/2026 | Seascape Capital Management | 645,968 | $29.95M | 8.5% | +4.5% | 4.785% | |
| 1/21/2026 | Clayton Financial Group LLC | 2,696 | $125K | 0.1% | N/A | 0.020% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 178,955 | $8.30M | 0.4% | +31.9% | 1.326% | |
| 1/20/2026 | Fearless Solutions LLC dba Best Invest | 13,652 | $633K | 0.4% | -7.2% | 0.101% | |
| 1/20/2026 | Hippocratic Financial Advisors LLC | 180,353 | $8.36M | 3.9% | +13.9% | 1.336% | |
| 1/15/2026 | Essential Planning LLC. | 23,761 | $1.10M | 0.4% | -6.7% | 0.177% | |
| 1/15/2026 | Shrier Wealth Management LLC | 12,441 | $577K | 0.2% | N/A | 0.093% | |
| 1/15/2026 | Stewardship Advisors LLC | 7,734 | $359K | 0.1% | +16.1% | 0.058% | |
| 1/14/2026 | Centurion Wealth Management LLC | 28,422 | $1.32M | 0.3% | +9.4% | 0.212% | |
| 1/13/2026 | Stonehearth Capital Management LLC | 8,042 | $373K | 0.1% | +9.6% | 0.060% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 11,115 | $517K | 0.0% | +6.8% | 0.091% | |
| 11/17/2025 | National Bank of Canada FI | 11,465 | $533K | 0.0% | -18.9% | 0.094% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 63,786 | $2.97M | 0.2% | N/A | 0.525% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 136,274 | $6.34M | 0.3% | +12.4% | 1.121% | |
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| 11/17/2025 | Bank of America Corp DE | 2,688 | $125K | 0.0% | N/A | 0.022% | |
| 11/14/2025 | Raymond James Financial Inc. | 621,576 | $28.92M | 0.0% | +57.4% | 5.112% | |
| 11/14/2025 | Barnes Wealth Management Group Inc | 11,283 | $525K | 0.3% | +11.1% | 0.093% | |
| 11/13/2025 | UBS Group AG | 583,898 | $27.17M | 0.0% | +2.7% | 4.802% | |
| 11/13/2025 | Private Advisor Group LLC | 28,355 | $1.32M | 0.0% | +9.0% | 0.233% | |
| 11/12/2025 | Entrewealth LLC | 22,816 | $1.06M | 0.5% | +1.3% | 0.188% | |
| 11/12/2025 | Aptus Capital Advisors LLC | 300,463 | $13.98M | 0.1% | N/A | 2.471% | |
| 11/12/2025 | Aprio Wealth Management LLC | 175,890 | $8.18M | 0.8% | +9.4% | 1.446% | |
| 11/10/2025 | Cary Street Partners Financial LLC | 142,604 | $6.64M | 0.2% | +7.5% | 1.173% | |
| 11/10/2025 | Waddell & Associates LLC | 181,957 | $8.47M | 0.7% | -0.3% | 1.496% | |