| 6/26/2026 | WealthPoint Financial LLC | 7,932 | $362K | 0.3% | +19.9% | 0.072% | |
| 6/3/2026 | Parallel Advisors LLC | 26,940 | $1.23M | 0.0% | -11.4% | 0.246% | |
| 5/19/2026 | NewEdge Advisors LLC | 4,881 | $223K | 0.0% | -70.1% | 0.045% | |
| 5/19/2026 | Bank of America Corp DE | 706,691 | $32.23M | 0.0% | -0.6% | 6.454% | |
| 5/19/2026 | Centaurus Financial Inc. | 2,349 | $107K | 0.0% | N/A | 0.021% | |
| 5/18/2026 | Royal Bank of Canada | 103,394 | $4.72M | 0.0% | -0.4% | 0.944% | |
| 5/13/2026 | Cetera Investment Advisers | 67,595 | $3.08M | 0.0% | -31.5% | 0.617% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 2,370 | $108K | 0.0% | +18.9% | 0.022% | |
| 5/7/2026 | Parallel Advisors LLC | 26,940 | $1.23M | 0.0% | -11.4% | 0.246% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 4,805 | $219K | 0.1% | +104.4% | 0.044% | |
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| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 220,321 | $10.05M | 0.2% | +1.6% | 2.012% | |
| 5/1/2026 | Fifth Third Bancorp | 8,269 | $377K | 0.0% | N/A | 0.076% | |
| 4/30/2026 | Kestra Advisory Services LLC | 11,722 | $535K | 0.0% | +15.9% | 0.107% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 28,019 | $1.28M | 0.0% | N/A | 0.256% | |
| 4/24/2026 | Balentine LLC | 7,540 | $344K | 0.0% | -3.7% | 0.069% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 15,815 | $721K | 0.0% | +1.5% | 0.144% | |
| 4/21/2026 | Sequent Planning LLC | 4,624 | $211K | 0.1% | N/A | 0.042% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 4,610 | $210K | 0.0% | N/A | 0.042% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 21,226 | $968K | 0.1% | -8.5% | 0.194% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 9,548 | $420K | 0.0% | -6.0% | 0.087% | |
| 2/20/2026 | Dorsey Wright & Associates | 67,756 | $2.98M | 0.6% | +1.4% | 0.619% | |
| 2/19/2026 | WealthPoint Financial LLC | 6,614 | $291K | 0.3% | N/A | 0.060% | |
| 2/19/2026 | TMB Capital Partners LLC | 7,493 | $329K | 0.1% | N/A | 0.068% | |
| 2/19/2026 | Invesco Ltd. | 31,863 | $1.40M | 0.0% | -6.4% | 0.291% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 49,117 | $2.16M | 0.0% | -5.6% | 0.449% | |
| 2/18/2026 | NewEdge Advisors LLC | 16,351 | $718K | 0.0% | +142.4% | 0.149% | |
| 2/17/2026 | Cetera Investment Advisers | 98,687 | $4.34M | 0.0% | -10.6% | 0.901% | |
| 2/17/2026 | Equitable Holdings Inc. | 39,326 | $1.73M | 0.0% | +1.2% | 0.359% | |
| 2/17/2026 | Osaic Holdings Inc. | 93,846 | $4.13M | 0.0% | +6.3% | 0.857% | |
| 2/17/2026 | &PARTNERS | 14,645 | $643K | 0.0% | +16.1% | 0.134% | |
| 2/17/2026 | Royal Bank of Canada | 103,803 | $4.56M | 0.0% | +4.5% | 0.948% | |
| 2/17/2026 | Hyundai Investments Co. Ltd. | 12,227 | $539K | 0.5% | N/A | 0.112% | |
| 2/16/2026 | MML Investors Services LLC | 83,963 | $3.69M | 0.0% | +8.0% | 0.767% | |
| 2/16/2026 | Focus Partners Wealth | 148,923 | $6.54M | 0.0% | N/A | 1.360% | |
| 2/16/2026 | Financial Network Wealth Advisors LLC | 607 | $27K | 0.0% | +179.7% | 0.006% | |
| 2/13/2026 | Kestra Advisory Services LLC | 10,111 | $444K | 0.0% | +4.3% | 0.092% | |
| 2/13/2026 | Stifel Financial Corp | 118,870 | $5.22M | 0.0% | +0.9% | 1.086% | |
| 2/13/2026 | Wells Fargo & Company MN | 635,342 | $27.91M | 0.0% | +2.7% | 5.802% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 29,614 | $1.30M | 0.0% | -2.1% | 0.270% | |
| 2/12/2026 | Columbia River Financial Group LLC | 281,007 | $12.35M | 7.6% | +3.1% | 2.566% | |
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| 2/12/2026 | Wood Tarver Financial Group LLC | 4,879 | $214K | 0.1% | -9.3% | 0.045% | |
| 2/12/2026 | AlphaCentric Advisors LLC | 9,685 | $426K | 0.4% | N/A | 0.088% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 15,581 | $685K | 0.0% | +8.0% | 0.142% | |
| 2/11/2026 | Capital Analysts LLC | 11,666 | $512K | 0.0% | -3.5% | 0.107% | |
| 2/11/2026 | LPL Financial LLC | 191,947 | $8.43M | 0.0% | -1.2% | 1.753% | |
| 2/11/2026 | Parallel Advisors LLC | 30,403 | $1.34M | 0.0% | -10.9% | 0.278% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 6,513 | $286K | 0.0% | N/A | 0.059% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 71,765 | $3.15M | 0.0% | +3.2% | 0.655% | |
| 2/10/2026 | Novak & Powell Financial Services Inc. | 19,905 | $875K | 0.5% | +1.5% | 0.182% | |
| 2/10/2026 | Baker Avenue Asset Management LP | 246,657 | $10.84M | 0.2% | +7.7% | 2.253% | |
| 2/9/2026 | Allen Capital Group LLC | 139,185 | $6.12M | 0.6% | -2.1% | 1.271% | |
| 2/6/2026 | Global Retirement Partners LLC | 7,400 | $325K | 0.0% | +42.3% | 0.068% | |
| 2/6/2026 | HighTower Advisors LLC | 13,373 | $588K | 0.0% | -2.9% | 0.122% | |
| 2/3/2026 | WealthShield Partners LLC | 47,415 | $2.08M | 0.2% | +1.2% | 0.433% | |
| 2/3/2026 | Manske Wealth Management | 14,309 | $629K | 0.2% | -3.2% | 0.131% | |
| 2/2/2026 | Truist Financial Corp | 24,285 | $1.07M | 0.0% | -1.0% | 0.222% | |
| 2/2/2026 | Balentine LLC | 7,830 | $344K | 0.0% | -2.9% | 0.072% | |
| 1/29/2026 | Comerica Bank | 8,616 | $379K | 0.0% | +8.7% | 0.079% | |
| 1/29/2026 | D.A. Davidson & CO. | 12,666 | $556K | 0.0% | -4.1% | 0.116% | |
| 1/29/2026 | Concord Asset Management LLC VA | 235,513 | $10.35M | 1.8% | +4.4% | 2.151% | |
| 1/29/2026 | Concord Wealth Partners | 246,368 | $10.82M | 1.4% | +5.9% | 2.250% | |
| 1/29/2026 | Dumont & Blake Investment Advisors LLC | 19,971 | $877K | 0.2% | -11.2% | 0.182% | |
| 1/29/2026 | UBS Group AG | 459,622 | $20.19M | 0.0% | +10.9% | 4.197% | |
| 1/28/2026 | Legacy Capital Group California Inc. | 7,868 | $346K | 0.1% | +10.1% | 0.072% | |
| 1/26/2026 | CWM LLC | 2,383 | $105K | 0.0% | +122.7% | 0.022% | |
| 1/26/2026 | PFG Investments LLC | 10,004 | $440K | 0.0% | -8.4% | 0.091% | |
| 1/23/2026 | Assetmark Inc. | 5,527 | $243K | 0.0% | -4.6% | 0.050% | |
| 1/23/2026 | Fifth Third Securities Inc. | 13,903 | $611K | 0.0% | +15.0% | 0.127% | |
| 1/22/2026 | Red Tortoise LLC | 48,698 | $2.14M | 0.9% | +1.5% | 0.445% | |
| 1/20/2026 | Austin Private Wealth LLC | 5,987 | $263K | 0.0% | +10.3% | 0.055% | |
| 1/16/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 216,919 | $9.53M | 0.2% | +1.2% | 1.954% | |
| 1/14/2026 | Southland Equity Partners LLC | 6,975 | $306K | 0.1% | -6.5% | 0.063% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 7,305 | $321K | 0.0% | +15.9% | 0.066% | |
| 1/13/2026 | Stablepoint Partners LLC | 5,952 | $262K | 0.0% | -18.1% | 0.052% | |
| 1/12/2026 | Myecfo LLC | 4,758 | $209K | 0.1% | -15.9% | 0.042% | |
| 1/7/2026 | Harbor Investment Advisory LLC | 1,555 | $68K | 0.0% | +87.3% | 0.014% | |
| 11/17/2025 | Susquehanna International Group LLP | 21,574 | $921K | 0.0% | -43.0% | 0.190% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 69,545 | $2.97M | 0.0% | -1.3% | 0.613% | |
| 11/17/2025 | Mariner LLC | 9,101 | $389K | 0.0% | +4.3% | 0.080% | |
| 11/17/2025 | Milestone Investment Advisors LLC | 2,351 | $100K | 0.0% | +88.2% | 0.021% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 52,008 | $2.22M | 0.0% | -24.2% | 0.458% | |
| 11/17/2025 | Moneta Group Investment Advisors LLC | 10,803 | $461K | 0.0% | +10.6% | 0.095% | |
| 11/17/2025 | Citadel Advisors LLC | 10,394 | $444K | 0.0% | +47.2% | 0.092% | |
| 11/17/2025 | Bank of America Corp DE | 718,349 | $30.67M | 0.0% | +1.0% | 6.329% | |
| 11/14/2025 | Creative Planning | 8,511 | $363K | 0.0% | N/A | 0.075% | |
| 11/14/2025 | Raymond James Financial Inc. | 51,811 | $2.21M | 0.0% | +20.1% | 0.456% | |
| 11/14/2025 | Equitable Holdings Inc. | 38,859 | $1.66M | 0.0% | +1.5% | 0.342% | |
| 11/14/2025 | Columbia River Financial Group LLC | 272,599 | $11.78M | 7.3% | +1.2% | 2.402% | |
| 11/14/2025 | Newbridge Financial Services Group Inc. | 19,915 | $850K | 0.1% | +7.0% | 0.175% | |
| 11/13/2025 | UBS Group AG | 414,436 | $17.70M | 0.0% | +6.7% | 3.651% | |
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| 11/13/2025 | Private Advisor Group LLC | 39,669 | $1.69M | 0.0% | +9.1% | 0.350% | |
| 11/13/2025 | Parallel Advisors LLC | 34,106 | $1.46M | 0.0% | +3.9% | 0.300% | |
| 11/13/2025 | Legacy Capital Group California Inc. | 7,146 | $305K | 0.1% | +32.6% | 0.063% | |
| 11/13/2025 | Sequent Planning LLC | 5,730 | $245K | 0.1% | -4.3% | 0.050% | |
| 11/10/2025 | Mount Lucas Management LP | 63,599 | $2.72M | 1.1% | +2.7% | 0.560% | |
| 11/10/2025 | Compound Planning Inc. | 19,915 | $850K | 0.0% | +5.3% | 0.175% | |
| 11/10/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 214,407 | $9.16M | 0.2% | -0.3% | 1.889% | |
| 11/7/2025 | Synovus Financial Corp | 4,983 | $213K | 0.0% | -20.3% | 0.044% | |
| 11/7/2025 | Beta Wealth Group Inc. | 6,350 | $271K | 0.1% | +7.1% | 0.056% | |
| 11/7/2025 | Balentine LLC | 8,063 | $344K | 0.0% | -20.2% | 0.071% | |