| 6/3/2026 | NewEdge Advisors LLC | 2,816 | $477K | 0.0% | N/A | 0.087% | |
| 5/19/2026 | NewEdge Advisors LLC | 2,816 | $477K | 0.0% | N/A | 0.087% | |
| 5/19/2026 | Bank of America Corp DE | 23,055 | $3.91M | 0.0% | -28.0% | 0.709% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,370 | $741K | 0.0% | +25.7% | 0.134% | |
| 5/18/2026 | Royal Bank of Canada | 4,454 | $755K | 0.0% | +25.3% | 0.137% | |
| 5/14/2026 | Compound Planning Inc. | 6,910 | $1.17M | 0.0% | +7.7% | 0.213% | |
| 5/14/2026 | Modern Wealth Management LLC | 4,054 | $694K | 0.0% | -2.2% | 0.125% | |
| 5/13/2026 | Cetera Investment Advisers | 70,882 | $12.02M | 0.0% | +19.7% | 2.181% | |
| 5/5/2026 | Members Advisory Group LLC | 124,976 | $21.19M | 7.3% | +4.3% | 3.845% | |
| 5/5/2026 | Advisors Preferred LLC | 430 | $73K | 0.0% | +100.0% | 0.013% | |
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| 5/5/2026 | Sanctuary Advisors LLC | 1,595 | $270K | 0.0% | +7.0% | 0.049% | |
| 5/5/2026 | Sigma Planning Corp | 1,957 | $332K | 0.0% | -2.8% | 0.060% | |
| 5/5/2026 | Nwam LLC | 15,413 | $2.61M | 0.2% | +2.0% | 0.474% | |
| 5/4/2026 | Bleakley Financial Group LLC | 38,566 | $6.54M | 0.1% | +6.3% | 1.187% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 16,994 | $2.88M | 0.5% | +25.3% | 0.523% | |
| 5/1/2026 | Fifth Third Bancorp | 1,604 | $272K | 0.0% | N/A | 0.049% | |
| 4/30/2026 | Kestra Advisory Services LLC | 2,109 | $358K | 0.0% | +42.3% | 0.065% | |
| 4/29/2026 | Integrated Advisors Network LLC | 4,883 | $828K | 0.0% | -15.1% | 0.151% | |
| 4/28/2026 | Meridian Investment Counsel Inc. | 10,221 | $1.73M | 0.4% | -1.0% | 0.316% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 47,654 | $8.08M | 0.9% | +9.1% | 1.475% | |
| 4/22/2026 | Systelligence LLC | 94,596 | $16.04M | 3.1% | -53.0% | 2.929% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 15,228 | $2.58M | 0.2% | -0.6% | 0.471% | |
| 4/17/2026 | AdvisorNet Financial Inc | 11,157 | $1.89M | 0.1% | -2.5% | 0.345% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 4,447 | $754K | 0.0% | -19.8% | 0.138% | |
| 2/19/2026 | Compound Planning Inc. | 6,415 | $1.07M | 0.0% | +5.7% | 0.212% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 43,662 | $7.28M | 0.8% | +5.1% | 1.441% | |
| 2/18/2026 | Obsidian Cio LLC | 1,726 | $288K | 0.3% | N/A | 0.057% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 614 | $102K | 0.1% | N/A | 0.020% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 39,855 | $6.64M | 0.5% | -13.8% | 1.315% | |
| 2/18/2026 | IHT Wealth Management LLC | 3,752 | $625K | 0.0% | +19.5% | 0.124% | |
| 2/17/2026 | Cetera Investment Advisers | 59,202 | $9.87M | 0.0% | +49.6% | 1.954% | |
| 2/17/2026 | Equitable Holdings Inc. | 8,662 | $1.44M | 0.0% | +5.5% | 0.286% | |
| 2/17/2026 | Osaic Holdings Inc. | 26,488 | $4.42M | 0.0% | -19.0% | 0.874% | |
| 2/17/2026 | Asset Management Group Inc. | 12,780 | $2.13M | 0.3% | +1.4% | 0.422% | |
| 2/17/2026 | Royal Bank of Canada | 3,556 | $593K | 0.0% | +11.2% | 0.117% | |
| 2/16/2026 | Perryman Financial Advisory Inc. AD | 2,987 | $498K | 0.1% | N/A | 0.099% | |
| 2/16/2026 | MML Investors Services LLC | 1,602 | $267K | 0.0% | +27.3% | 0.053% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,482 | $247K | 0.0% | +14.5% | 0.049% | |
| 2/13/2026 | Arkadios Wealth Advisors | 3,477 | $580K | 0.0% | +38.6% | 0.115% | |
| 2/13/2026 | Wells Fargo & Company MN | 16,009 | $2.67M | 0.0% | +3.2% | 0.528% | |
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| 2/11/2026 | Janney Montgomery Scott LLC | 5,355 | $893K | 0.0% | -7.7% | 0.177% | |
| 2/11/2026 | LPL Financial LLC | 231,978 | $38.67M | 0.0% | +7.6% | 7.656% | |
| 2/11/2026 | Vise Technologies Inc. | 7,441 | $1.24M | 0.0% | N/A | 0.246% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 27,130 | $4.52M | 0.0% | +392.5% | 0.895% | |
| 2/9/2026 | Roundview Capital LLC | 19,283 | $3.21M | 0.2% | -1.5% | 0.636% | |
| 2/9/2026 | Bleakley Financial Group LLC | 36,280 | $6.05M | 0.1% | +9.4% | 1.197% | |
| 2/9/2026 | ARQ Wealth Advisors LLC | 13,558 | $2.26M | 0.6% | +31.5% | 0.447% | |
| 2/5/2026 | AlphaCore Capital LLC | 1,275 | $213K | 0.0% | N/A | 0.042% | |
| 2/4/2026 | Meridian Wealth Management LLC | 20,243 | $3.38M | 0.1% | +2.9% | 0.668% | |
| 2/4/2026 | Nwam LLC | 15,114 | $2.61M | 0.1% | +0.6% | 0.499% | |
| 2/2/2026 | Advisors Preferred LLC | 215 | $36K | 0.0% | -46.1% | 0.007% | |
| 1/30/2026 | Fagan Associates Inc. | 75,266 | $12.55M | 1.7% | +3.3% | 2.484% | |
| 1/29/2026 | UBS Group AG | 13,646 | $2.28M | 0.0% | +48.1% | 0.450% | |
| 1/29/2026 | Sanctuary Advisors LLC | 1,490 | $248K | 0.0% | -9.6% | 0.049% | |
| 1/27/2026 | Members Advisory Group LLC | 119,871 | $19.98M | 7.5% | +58.2% | 3.956% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 5,544 | $924K | 0.0% | -18.2% | 0.183% | |
| 1/26/2026 | CWM LLC | 762 | $127K | 0.0% | +17.4% | 0.025% | |
| 1/22/2026 | Systelligence LLC | 201,349 | $33.57M | 6.4% | -5.9% | 6.645% | |
| 1/20/2026 | Meridian Investment Counsel Inc. | 10,321 | $1.72M | 0.4% | -3.1% | 0.341% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 4,613 | $769K | 0.0% | -7.7% | 0.152% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 15,322 | $2.57M | 0.2% | +13.6% | 0.506% | |
| 1/13/2026 | CoreCap Advisors LLC | 982 | $164K | 0.0% | +30.1% | 0.032% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 18,560 | $3.15M | 0.0% | +5.3% | 0.629% | |
| 11/25/2025 | ARQ Wealth Advisors LLC | 10,310 | $1.67M | 0.5% | +46.8% | 0.368% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 5,509 | $891K | 0.0% | -54.8% | 0.197% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 1,433 | $232K | 0.0% | +6.5% | 0.051% | |
| 11/17/2025 | Fagan Associates Inc. | 72,840 | $11.78M | 1.6% | +11.8% | 2.601% | |
| 11/17/2025 | Citadel Advisors LLC | 20,677 | $3.35M | 0.0% | +432.6% | 0.738% | |
| 11/17/2025 | Bank of America Corp DE | 32,722 | $5.29M | 0.0% | +1.3% | 1.169% | |
| 11/17/2025 | Ameriprise Financial Inc. | 1,901 | $308K | 0.0% | -94.4% | 0.068% | |
| 11/14/2025 | Raymond James Financial Inc. | 11,436 | $1.85M | 0.0% | -3.4% | 0.408% | |
| 11/14/2025 | Equitable Holdings Inc. | 8,209 | $1.33M | 0.0% | +2.8% | 0.293% | |
| 11/14/2025 | Comerica Bank | 2,174 | $352K | 0.0% | +198.2% | 0.078% | |
| 11/13/2025 | UBS Group AG | 9,217 | $1.49M | 0.0% | -1.0% | 0.329% | |
| 11/13/2025 | Baltimore Washington Financial Advisors Inc. | 74,515 | $12.05M | 0.5% | +6.0% | 2.661% | |
| 11/12/2025 | Integrated Advisors Network LLC | 5,749 | $930K | 0.0% | -3.4% | 0.205% | |
| 11/10/2025 | Thoroughbred Financial Services LLC | 5,014 | $811K | 0.1% | +1.3% | 0.179% | |
| 11/10/2025 | Compound Planning Inc. | 6,071 | $982K | 0.0% | -6.7% | 0.217% | |
| 11/10/2025 | Michels Family Financial LLC | 3,368 | $545K | 0.4% | -2.8% | 0.120% | |
| 11/10/2025 | Bleakley Financial Group LLC | 33,155 | $5.36M | 0.1% | -2.7% | 1.184% | |
| 11/10/2025 | Advisors Preferred LLC | 399 | $65K | 0.0% | N/A | 0.014% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 320 | $52K | 0.0% | N/A | 0.011% | |
| 11/6/2025 | Onyx Bridge Wealth Group LLC | 41,534 | $6.72M | 0.7% | +65.8% | 1.483% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 4,998 | $809K | 0.0% | -53.7% | 0.179% | |
| 11/5/2025 | SPC Financial Inc. | 1,275 | $206K | 0.0% | N/A | 0.046% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 7,566 | $1.22M | 0.0% | -17.4% | 0.270% | |
| 11/4/2025 | Jones Financial Companies Lllp | 20,601 | $3.32M | 0.0% | +16.0% | 0.736% | |
| 11/4/2025 | Meridian Wealth Management LLC | 19,673 | $3.18M | 0.1% | +1.8% | 0.703% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 17,634 | $2.88M | 0.0% | +12.1% | 0.634% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 6,781 | $1.10M | 0.1% | -14.4% | 0.244% | |
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| 10/23/2025 | Meridian Investment Counsel Inc. | 10,651 | $1.72M | 0.4% | -0.6% | 0.383% | |
| 10/22/2025 | North Star Investment Management Corp. | 1,000 | $162K | 0.0% | -11.5% | 0.036% | |
| 10/22/2025 | Members Advisory Group LLC | 75,758 | $12.26M | 4.3% | +0.3% | 2.725% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 13,484 | $2.18M | 0.2% | -2.9% | 0.485% | |
| 10/9/2025 | AdvisorNet Financial Inc | 11,276 | $1.82M | 0.1% | -37.8% | 0.406% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 1,650 | $249K | 0.0% | N/A | 0.062% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 5,546 | $835K | 0.1% | N/A | 0.209% | |
| 8/15/2025 | IHT Wealth Management LLC | 2,986 | $450K | 0.0% | +10.9% | 0.113% | |
| 8/15/2025 | Bank of America Corp DE | 32,294 | $4.87M | 0.0% | +85.4% | 1.219% | |
| 8/15/2025 | Ameriprise Financial Inc. | 34,021 | $5.13M | 0.0% | N/A | 1.284% | |