| 5/5/2026 | Geneos Wealth Management Inc. | 30,645 | $1.52M | 0.0% | +55.5% | 0.523% | |
| 5/1/2026 | Rossmore Private Capital | 20,842 | $1.03M | 0.1% | -1.0% | 0.356% | |
| 5/1/2026 | 46 Peaks LLC | 174,483 | $8.64M | 6.3% | +2.1% | 2.978% | |
| 4/28/2026 | Ascentis Independent Advisors | 26,572 | $1.32M | 0.1% | +134.7% | 0.453% | |
| 4/24/2026 | Key Financial Inc | 1,951 | $97K | 0.0% | -87.5% | 0.033% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 8,465 | $419K | 0.0% | N/A | 0.145% | |
| 4/18/2026 | Phil A. Younker & Associates Ltd. | 164,695 | $8.15M | 5.4% | -2.8% | 2.825% | |
| 2/26/2026 | 46 Peaks LLC | 170,957 | $8.45M | 6.2% | N/A | 3.075% | |
| 2/17/2026 | Osaic Holdings Inc. | 47,163 | $2.33M | 0.0% | -0.6% | 0.848% | |
| 2/17/2026 | Royal Bank of Canada | 12,851 | $635K | 0.0% | +2.2% | 0.231% | |
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| 2/13/2026 | Golden State Wealth Management LLC | 16,976 | $839K | 0.1% | -8.2% | 0.305% | |
| 2/13/2026 | Wells Fargo & Company MN | 78,757 | $3.90M | 0.0% | +3.8% | 1.416% | |
| 2/12/2026 | Advocate Investing Services LLC | 8,150 | $403K | 0.4% | N/A | 0.147% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 11,498 | $569K | 0.0% | +53.8% | 0.207% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 8,068 | $399K | 0.0% | N/A | 0.145% | |
| 2/11/2026 | Capital Analysts LLC | 1,205 | $60K | 0.0% | N/A | 0.022% | |
| 2/11/2026 | Cerity Partners LLC | 4,705 | $233K | 0.0% | -8.2% | 0.085% | |
| 2/11/2026 | LPL Financial LLC | 154,975 | $7.66M | 0.0% | -7.0% | 2.787% | |
| 2/9/2026 | Key Financial Inc | 15,579 | $770K | 0.1% | +926.3% | 0.280% | |
| 2/5/2026 | Rossmore Private Capital | 21,042 | $1.04M | 0.1% | +2.6% | 0.378% | |
| 2/5/2026 | Johnson & White Wealth Management LLC | 13,528 | $669K | 0.3% | -7.4% | 0.243% | |
| 2/5/2026 | Mesirow Financial Investment Management Inc. | 376,817 | $18.63M | 0.4% | -25.0% | 6.777% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 21,802 | $1.08M | 0.0% | -18.3% | 0.396% | |
| 2/4/2026 | GGM Financials LLC | 2,105 | $104K | 0.1% | -16.2% | 0.038% | |
| 2/3/2026 | Manske Wealth Management | 233,261 | $11.54M | 3.4% | -0.7% | 4.233% | |
| 1/29/2026 | Golden State Equity Partners | 11,321 | $560K | 0.1% | -61.5% | 0.205% | |
| 1/28/2026 | N.E.W. Advisory Services LLC | 3,457 | $171K | 0.0% | +13.6% | 0.063% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 19,710 | $975K | 0.0% | +838.6% | 0.358% | |
| 1/28/2026 | OLD National Bancorp IN | 13,858 | $685K | 0.0% | +3.0% | 0.252% | |
| 1/27/2026 | Phil A. Younker & Associates Ltd. | 169,463 | $8.38M | 5.8% | -10.9% | 3.076% | |
| 1/26/2026 | PDS Planning Inc | 17,544 | $868K | 0.1% | -1.2% | 0.318% | |
| 1/23/2026 | Farther Finance Advisors LLC | 4,505 | $223K | 0.0% | +89.6% | 0.081% | |
| 1/23/2026 | Bright Financial Advisors Inc. | 173,548 | $8.58M | 4.1% | -2.6% | 3.121% | |
| 1/15/2026 | Retireful LLC | 7,645 | $380K | 0.5% | -63.9% | 0.137% | |
| 11/17/2025 | First Foundation Advisors | 316,174 | $15.53M | 0.6% | -1.1% | 5.855% | |
| 11/17/2025 | Susquehanna International Group LLP | 4,400 | $216K | 0.0% | -54.7% | 0.081% | |
| 11/17/2025 | Bank of America Corp DE | 52,692 | $2.59M | 0.0% | -4.2% | 0.976% | |
| 11/14/2025 | Raymond James Financial Inc. | 537,129 | $26.38M | 0.0% | +4.1% | 9.947% | |
| 11/12/2025 | Manske Wealth Management | 234,992 | $11.54M | 3.5% | -2.6% | 4.352% | |
| 11/12/2025 | Mesirow Financial Investment Management Inc. | 502,702 | $24.69M | 0.4% | -6.6% | 9.309% | |
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| 11/10/2025 | GGM Financials LLC | 2,511 | $123K | 0.1% | N/A | 0.047% | |
| 11/10/2025 | Bright Financial Advisors Inc. | 178,185 | $8.75M | 4.3% | +11.6% | 3.300% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 26,678 | $1.31M | 0.1% | +17.3% | 0.494% | |
| 11/5/2025 | Key Financial Inc | 1,518 | $75K | 0.0% | +47.4% | 0.028% | |
| 11/3/2025 | Golden State Wealth Management LLC | 18,498 | $909K | 0.1% | -31.1% | 0.343% | |
| 10/31/2025 | WealthShield Partners LLC | 4,466 | $219K | 0.0% | +6.8% | 0.083% | |
| 10/31/2025 | Taylor Financial Group Inc. | 75,211 | $3.69M | 2.1% | +7.9% | 1.393% | |
| 10/24/2025 | Phil A. Younker & Associates Ltd. | 190,117 | $9.34M | 7.2% | -1.7% | 3.521% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 2,100 | $103K | 0.0% | N/A | 0.039% | |
| 10/21/2025 | Golden State Equity Partners | 29,417 | $1.45M | 0.2% | -20.8% | 0.543% | |
| 10/17/2025 | Retireful LLC | 21,151 | $1.04M | 1.0% | N/A | 0.384% | |
| 10/15/2025 | Busey Bank | 13,028 | $640K | 0.0% | N/A | 0.236% | |
| 10/14/2025 | OLD National Bancorp IN | 13,450 | $661K | 0.0% | +63.0% | 0.245% | |
| 10/14/2025 | Farther Finance Advisors LLC | 2,376 | $117K | 0.0% | +311.1% | 0.043% | |
| 9/4/2025 | Osaic Holdings Inc. | 44,708 | $2.10M | 0.0% | +10.3% | 0.813% | |
| 8/15/2025 | Bank of America Corp DE | 55,016 | $2.59M | 0.0% | -24.4% | 1.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 515,899 | $24.25M | 0.0% | +0.2% | 9.380% | |
| 8/14/2025 | Cerity Partners LLC | 4,868 | $229K | 0.0% | -27.3% | 0.089% | |
| 8/12/2025 | JPMorgan Chase & Co. | 5,772 | $271K | 0.0% | -17.3% | 0.105% | |
| 8/8/2025 | Creative Planning | 13,965 | $656K | 0.0% | -24.5% | 0.254% | |
| 8/4/2025 | Mesirow Financial Investment Management Inc. | 538,416 | $25.31M | 0.5% | -0.4% | 9.789% | |
| 8/1/2025 | Taylor Financial Group Inc. | 69,682 | $3.28M | 2.0% | +12.9% | 1.267% | |
| 7/22/2025 | OLD National Bancorp IN | 8,254 | $388K | 0.0% | N/A | 0.150% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 22,739 | $1.07M | 0.1% | +6.5% | 0.414% | |
| 7/17/2025 | Johnson & White Wealth Management LLC | 14,525 | $683K | 0.3% | +22.3% | 0.265% | |
| 7/16/2025 | Phil A. Younker & Associates Ltd. | 193,348 | $9.09M | 9.0% | -0.7% | 3.522% | |
| 7/16/2025 | Bright Financial Advisors Inc. | 159,656 | $7.50M | 4.2% | +5.5% | 2.908% | |
| 7/14/2025 | Golden State Equity Partners | 37,160 | $1.75M | 0.3% | -7.8% | 0.677% | |
| 7/11/2025 | Farther Finance Advisors LLC | 578 | $27K | 0.0% | N/A | 0.011% | |
| 5/19/2025 | Jane Street Group LLC | 4,615 | $207K | 0.0% | N/A | 0.085% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,780 | $394K | 0.0% | +7,601.8% | 0.161% | |
| 5/16/2025 | Hancock Whitney Corp | 44,707 | $2.00M | 0.1% | +7.1% | 0.822% | |
| 5/13/2025 | Raymond James Financial Inc. | 514,701 | $23.07M | 0.0% | -6.6% | 9.461% | |
| 5/13/2025 | Bright Financial Advisors Inc. | 151,262 | $6.78M | 4.2% | -2.2% | 2.781% | |
| 5/13/2025 | Rossmore Private Capital | 20,791 | $932K | 0.1% | +4.1% | 0.382% | |
| 5/13/2025 | HighTower Advisors LLC | 5,471 | $245K | 0.0% | -10.4% | 0.101% | |
| 5/12/2025 | Taylor Financial Group Inc. | 61,710 | $2.77M | 1.9% | +10.3% | 1.134% | |
| 5/8/2025 | IFG Advisory LLC | 20,951 | $939K | 0.1% | +2.2% | 0.385% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 540,461 | $24.22M | 0.5% | -1.7% | 9.935% | |
| 5/8/2025 | First Foundation Advisors | 321,812 | $14.42M | 0.6% | +2.3% | 5.916% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 3,039 | $136K | 0.0% | N/A | 0.056% | |
| 5/7/2025 | LPL Financial LLC | 233,616 | $10.47M | 0.0% | +2.6% | 4.294% | |
| 5/6/2025 | SFE Investment Counsel | 5,287 | $237K | 0.0% | N/A | 0.097% | |
| 4/29/2025 | Phil A. Younker & Associates Ltd. | 194,616 | $8.72M | 8.6% | -2.0% | 3.578% | |
| 4/24/2025 | PDS Planning Inc | 17,865 | $801K | 0.1% | -11.9% | 0.328% | |
| 4/23/2025 | Golden State Wealth Management LLC | 47,853 | $2.15M | 0.2% | +77.8% | 0.878% | |
| 4/23/2025 | Golden State Equity Partners | 40,314 | $1.81M | 0.4% | -5.2% | 0.740% | |
| 4/23/2025 | Win Advisors Inc. | 19,106 | $856K | 0.4% | -4.0% | 0.351% | |
| 4/10/2025 | Retireful LLC | 24,349 | $1.09M | 1.1% | -19.9% | 0.447% | |
| 4/10/2025 | Johnson & White Wealth Management LLC | 11,874 | $532K | 0.3% | N/A | 0.218% | |
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| 4/9/2025 | NBC Securities Inc. | 3,768 | $168K | 0.0% | +125,500.0% | 0.069% | |
| 2/17/2025 | Bank of America Corp DE | 114,218 | $5.05M | 0.0% | +117.2% | 2.069% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 686 | $30K | 0.0% | N/A | 0.012% | |
| 2/14/2025 | Hancock Whitney Corp | 41,754 | $1.85M | 0.1% | +16.6% | 0.756% | |
| 2/13/2025 | Mariner LLC | 11,051 | $488K | 0.0% | +2.3% | 0.200% | |
| 2/13/2025 | First Foundation Advisors | 314,502 | $13.90M | 0.5% | -4.5% | 5.698% | |
| 2/13/2025 | Raymond James Financial Inc. | 551,326 | $24.36M | 0.0% | N/A | 9.988% | |
| 2/13/2025 | Advisory Services Network LLC | 7,553 | $334K | 0.0% | -41.4% | 0.137% | |
| 2/13/2025 | Cerity Partners LLC | 6,674 | $295K | 0.0% | +50.0% | 0.121% | |
| 2/13/2025 | Wells Fargo & Company MN | 80,305 | $3.55M | 0.0% | +1.6% | 1.455% | |