| 7/9/2026 | Sax Wealth Advisors LLC | 108,718 | $4.56M | 0.2% | +2.6% | 0.058% | |
| 7/8/2026 | Williams & Novak LLC | 176,307 | $7.39M | 4.9% | -0.4% | 0.094% | |
| 6/3/2026 | NewEdge Advisors LLC | 1,893,097 | $68.66M | 0.2% | +65.4% | 1.085% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 127,721 | $4.41M | 1.8% | -47.3% | 0.073% | |
| 5/28/2026 | Maripau Wealth Management LLC | 52,456 | $1.90M | 0.8% | +3.9% | 0.030% | |
| 5/19/2026 | Western Wealth Management LLC | 2,618 | $95K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | NewEdge Advisors LLC | 1,689,498 | $61.28M | 1.2% | +47.6% | 0.969% | |
| 5/19/2026 | Bank of America Corp DE | 399,974 | $14.51M | 0.0% | +3.3% | 0.229% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 904 | $33K | 0.0% | +1,173.2% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 428,917 | $15.56M | 0.0% | +124.9% | 0.246% | |
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| 5/15/2026 | Stadion Money Management LLC | 866,015 | $31.41M | 3.2% | N/A | 0.497% | |
| 5/14/2026 | Lido Advisors LLC | 47,952 | $1.74M | 0.0% | +106.8% | 0.027% | |
| 5/13/2026 | Cetera Investment Advisers | 341,372 | $12.38M | 0.0% | -0.6% | 0.196% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 2,987 | $108K | 0.0% | +20.0% | 0.002% | |
| 5/6/2026 | Assetmark Inc. | 3,035 | $110K | 0.0% | +10.5% | 0.002% | |
| 5/5/2026 | D.A. Davidson & CO. | 48,258 | $1.75M | 0.0% | -1.3% | 0.028% | |
| 5/4/2026 | Calamos Advisors LLC | 5,634 | $204K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Retirement Planning Group LLC | 88,279 | $3.20M | 0.1% | N/A | 0.051% | |
| 5/4/2026 | Blake Schutter Theil Wealth Advisors LLC | 473,649 | $17.18M | 14.0% | -1.4% | 0.272% | |
| 5/4/2026 | HBW Advisory Services LLC | 18,415 | $668K | 0.1% | +147.2% | 0.011% | |
| 5/1/2026 | Fifth Third Bancorp | 9,638 | $350K | 0.0% | +1,098.8% | 0.006% | |
| 5/1/2026 | Sovran Advisors LLC | 62,068 | $2.49M | 0.2% | N/A | 0.036% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 7,351 | $267K | 0.0% | +3.6% | 0.004% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 416,910 | $15.12M | 3.1% | +4.8% | 0.240% | |
| 4/30/2026 | Meadow Creek Wealth Advisors LLC | 17,362 | $630K | 0.4% | N/A | 0.010% | |
| 4/30/2026 | Kestra Advisory Services LLC | 838,432 | $30.41M | 0.1% | -5.0% | 0.482% | |
| 4/30/2026 | Money Concepts Capital Corp | 25,190 | $914K | 0.1% | +76.1% | 0.014% | |
| 4/29/2026 | Geneva Partners LLC | 13,262 | $481K | 0.2% | -10.2% | 0.008% | |
| 4/29/2026 | Clearwave Capital LLC | 184,494 | $6.69M | 4.6% | +11.6% | 0.106% | |
| 4/29/2026 | Canvas Wealth Advisors LLC | 7,092 | $257K | 0.0% | -11.9% | 0.004% | |
| 4/27/2026 | BIP Wealth LLC | 10,003 | $363K | 0.0% | -27.9% | 0.006% | |
| 4/27/2026 | Private Advisor Group LLC | 45,666 | $1.66M | 0.0% | -8.2% | 0.026% | |
| 4/25/2026 | Axis Wealth Partners LLC | 25,941 | $941K | 0.5% | +102.2% | 0.015% | |
| 4/25/2026 | Able Wealth Management LLC | 149,507 | $5.42M | 1.4% | -0.9% | 0.086% | |
| 4/25/2026 | KPP Advisory Services LLC | 67,621 | $2.45M | 0.4% | +64.2% | 0.039% | |
| 4/24/2026 | Root Financial Partners LLC | 680 | $25K | 0.0% | N/A | 0.000% | |
| 4/23/2026 | Traub Capital Management LLC | 5,564 | $202K | 0.2% | N/A | 0.003% | |
| 4/22/2026 | Foundry Financial LLC | 6,356 | $231K | 0.1% | N/A | 0.004% | |
| 4/22/2026 | Rooted Wealth Advisors Inc. | 106,667 | $4.22M | 1.1% | +2.0% | 0.062% | |
| 4/21/2026 | KFG Wealth Management LLC | 3,304,054 | $119.84M | 15.5% | +21.9% | 1.908% | |
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| 4/21/2026 | Silver Oak Securities Incorporated | 6,981 | $253K | 0.0% | +8.5% | 0.004% | |
| 4/18/2026 | EdgeRock Capital LLC | 1,918,682 | $69.67M | 18.9% | -2.4% | 1.108% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 52,595 | $1.91M | 0.1% | +3.0% | 0.030% | |
| 4/16/2026 | Lincoln Capital Corp | 148,473 | $5.39M | 2.0% | -1.6% | 0.086% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 16,072 | $583K | 0.0% | -4.6% | 0.009% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 6,232 | $238K | 0.0% | +290.0% | 0.004% | |
| 3/9/2026 | Corient Private Wealth LLC | 6,648 | $254K | 0.0% | +14.6% | 0.004% | |
| 3/4/2026 | SHP Wealth Management | 1,525,842 | $58.24M | 4.5% | N/A | 0.910% | |
| 3/2/2026 | Clearwave Capital LLC | 165,269 | $6.31M | 4.7% | N/A | 0.099% | |
| 2/26/2026 | Anchor Investment Management LLC | 994 | $38K | 0.0% | N/A | 0.001% | |
| 2/20/2026 | Sunbelt Securities Inc. | 13,471 | $514K | 0.0% | +34.8% | 0.008% | |
| 2/19/2026 | Corient Private Wealth LLC | 6,648 | $254K | 0.0% | +14.6% | 0.004% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 34,801 | $1.33M | 0.0% | +77.0% | 0.021% | |
| 2/18/2026 | NewEdge Advisors LLC | 1,144,814 | $43.70M | 0.2% | +34.5% | 0.683% | |
| 2/17/2026 | Cetera Investment Advisers | 343,482 | $13.11M | 0.0% | -22.1% | 0.205% | |
| 2/17/2026 | Equitable Holdings Inc. | 175,011 | $6.68M | 0.0% | +6.4% | 0.104% | |
| 2/17/2026 | Kovack Advisors Inc. | 12,725 | $486K | 0.0% | N/A | 0.008% | |
| 2/17/2026 | Osaic Holdings Inc. | 1,300,235 | $49.64M | 0.1% | -4.2% | 0.776% | |
| 2/17/2026 | Advisory Services Network LLC | 20,094 | $767K | 0.0% | +16.7% | 0.012% | |
| 2/17/2026 | Captrust Financial Advisors | 13,140 | $502K | 0.0% | +17.4% | 0.008% | |
| 2/17/2026 | &PARTNERS | 65,299 | $2.49M | 0.0% | +237.8% | 0.039% | |
| 2/17/2026 | Royal Bank of Canada | 190,676 | $7.28M | 0.0% | +50.3% | 0.114% | |
| 2/16/2026 | Portfolio Resources Advisor Group Inc. | 3,378 | $129K | 0.1% | N/A | 0.002% | |
| 2/16/2026 | MML Investors Services LLC | 113,419 | $4.33M | 0.0% | +2.0% | 0.068% | |
| 2/16/2026 | Mariner LLC | 42,808 | $1.63M | 0.0% | +49.9% | 0.026% | |
| 2/16/2026 | Focus Partners Wealth | 70,335 | $2.69M | 0.0% | +1.3% | 0.042% | |
| 2/16/2026 | Element Wealth LLC | 39,487 | $1.51M | 0.6% | +135.5% | 0.024% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 3,002 | $115K | 0.0% | +59.9% | 0.002% | |
| 2/13/2026 | Kestra Advisory Services LLC | 882,121 | $33.67M | 0.1% | +5.5% | 0.526% | |
| 2/13/2026 | Stifel Financial Corp | 149,715 | $5.72M | 0.0% | +36.1% | 0.089% | |
| 2/13/2026 | Broadview Financial Management LLC | 26,147 | $998K | 0.7% | -16.2% | 0.016% | |
| 2/13/2026 | Alchemi Wealth LLC | 16,685 | $637K | 0.3% | N/A | 0.010% | |
| 2/13/2026 | Storgate LLC | 12,246 | $467K | 0.4% | N/A | 0.007% | |
| 2/13/2026 | Wells Fargo & Company MN | 136,934 | $5.23M | 0.0% | +70.7% | 0.082% | |
| 2/12/2026 | Elevation Wealth Management LLC | 15,015 | $573K | 0.5% | N/A | 0.009% | |
| 2/12/2026 | Jane Street Group LLC | 42,720 | $1.63M | 0.0% | +101.3% | 0.025% | |
| 2/12/2026 | Litman Gregory Wealth Management LLC | 944 | $36K | 0.0% | N/A | 0.001% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 3,329,851 | $127.10M | 0.2% | +17.2% | 1.987% | |
| 2/12/2026 | Renaissance Technologies LLC | 28,700 | $1.10M | 0.0% | -59.4% | 0.017% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 46,941 | $1.79M | 0.0% | +54.7% | 0.028% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 6,949 | $265K | 0.0% | +88.0% | 0.004% | |
| 2/12/2026 | Betterment LLC | 58,807 | $2.25M | 0.0% | +12.3% | 0.035% | |
| 2/12/2026 | Bank of Montreal Can | 12,471 | $476K | 0.0% | +921.4% | 0.007% | |
| 2/12/2026 | Principal Securities Inc. | 170,434 | $6.51M | 0.1% | -7.3% | 0.102% | |
| 2/12/2026 | Kovack Advisors Inc. | 12,725 | $486K | 0.0% | N/A | 0.008% | |
| 2/11/2026 | Mitchell Mcleod Pugh & Williams Inc. | 8,134 | $315K | 0.0% | N/A | 0.005% | |
| 2/11/2026 | M Holdings Securities Inc. | 57,098 | $2.18M | 0.2% | N/A | 0.034% | |
| 2/11/2026 | Capital Analysts LLC | 7,590 | $290K | 0.0% | +223.7% | 0.005% | |
| 2/11/2026 | LPL Financial LLC | 2,653,482 | $101.28M | 0.0% | +12.8% | 1.583% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 1,958 | $75K | 0.0% | -74.3% | 0.001% | |
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| 2/11/2026 | JPMorgan Chase & Co. | 717,452 | $27.39M | 0.0% | +7.5% | 0.428% | |
| 2/11/2026 | Flagship Wealth Advisors LLC | 242,371 | $9.25M | 2.7% | +19.8% | 0.145% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 21,192 | $809K | 0.0% | -9.6% | 0.013% | |
| 2/10/2026 | PCA Investment Advisory Services Inc. | 20,223 | $772K | 0.3% | N/A | 0.012% | |
| 2/10/2026 | Madison Wealth Partners Inc | 11,322 | $432K | 0.1% | +12.0% | 0.007% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,131,143 | $43.18M | 0.0% | +45.9% | 0.675% | |
| 2/10/2026 | Moors & Cabot Inc. | 9,417 | $359K | 0.0% | +11.9% | 0.006% | |
| 2/10/2026 | IFG Advisory LLC | 36,431 | $1.39M | 0.1% | +19.6% | 0.022% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 13,636 | $520K | 0.0% | +2.3% | 0.008% | |
| 2/9/2026 | Community Bank & Trust Waco Texas | 5,356 | $204K | 0.0% | N/A | 0.003% | |