| 7/7/2026 | Dynamic Advisor Solutions LLC | 44,713 | $1.21M | 0.0% | -20.3% | 0.098% | |
| 7/7/2026 | CoreCap Advisors LLC | 6,709 | $182K | 0.0% | +1,149.3% | 0.015% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 42,958 | $1.17M | 0.6% | N/A | 0.099% | |
| 5/19/2026 | Bank of America Corp DE | 679,428 | $18.53M | 0.0% | +375.9% | 1.567% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 53,237 | $1.45M | 0.2% | -68.8% | 0.123% | |
| 5/18/2026 | Royal Bank of Canada | 281,793 | $7.69M | 0.0% | -4.6% | 0.650% | |
| 5/13/2026 | Cetera Investment Advisers | 647,324 | $17.66M | 0.0% | -30.5% | 1.493% | |
| 5/13/2026 | Wealthspire Retirement LLC | 20,912 | $570K | 0.0% | N/A | 0.048% | |
| 5/7/2026 | Scarborough Advisors LLC | 516,440 | $14.09M | 1.5% | -21.9% | 1.191% | |
| 5/5/2026 | Bank of New York Mellon Corp | 2,417,467 | $65.95M | 0.0% | -2.0% | 5.574% | |
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| 5/5/2026 | Schwallier Wealth Management LLC | 44,161 | $1.21M | 0.9% | -85.5% | 0.102% | |
| 5/1/2026 | Fifth Third Bancorp | 5,204 | $142K | 0.0% | N/A | 0.012% | |
| 5/1/2026 | Simplicity Wealth LLC | 8,937 | $244K | 0.0% | -79.1% | 0.021% | |
| 5/1/2026 | Petix & Botte Co | 646,593 | $17.64M | 3.9% | +7.6% | 1.500% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 9,369 | $256K | 0.0% | -4.7% | 0.022% | |
| 4/30/2026 | Kestra Advisory Services LLC | 203,495 | $5.55M | 0.0% | -2.6% | 0.472% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,000 | $27K | 0.0% | N/A | 0.002% | |
| 4/27/2026 | PFG Investments LLC | 26,157 | $714K | 0.0% | -1.8% | 0.062% | |
| 4/27/2026 | World Investment Advisors | 20,998 | $573K | 0.0% | +8.2% | 0.050% | |
| 4/27/2026 | Private Advisor Group LLC | 283,811 | $7.74M | 0.0% | -57.6% | 0.673% | |
| 4/22/2026 | Econ Financial Services Corp | 226,050 | $6.17M | 2.9% | N/A | 0.544% | |
| 4/21/2026 | Sequent Planning LLC | 45,410 | $1.24M | 0.3% | +3.1% | 0.109% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 39,876 | $1.09M | 0.0% | -45.6% | 0.096% | |
| 4/17/2026 | WealthBridge Capital Management LLC | 39,173 | $1.07M | 0.2% | N/A | 0.096% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 42,380 | $1.16M | 0.3% | -70.4% | 0.103% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 20,783 | $567K | 0.0% | -81.1% | 0.051% | |
| 4/17/2026 | Community Bank & Trust Waco Texas | 10,807 | $295K | 0.1% | +9.0% | 0.026% | |
| 4/17/2026 | Stewardship Advisors LLC | 103,156 | $2.81M | 0.6% | -72.8% | 0.252% | |
| 3/13/2026 | World Investment Advisors | 19,398 | $534K | 0.0% | +9.5% | 0.061% | |
| 2/19/2026 | Invesco Ltd. | 2,361,572 | $65.06M | 0.0% | -57.1% | 7.417% | |
| 2/18/2026 | VestGen Advisors LLC | 91,653 | $2.53M | 0.1% | -77.8% | 0.288% | |
| 2/17/2026 | Scarborough Advisors LLC | 661,426 | $18.22M | 3.1% | -2.3% | 2.077% | |
| 2/17/2026 | Cetera Investment Advisers | 931,712 | $25.67M | 0.0% | -25.5% | 2.926% | |
| 2/17/2026 | Osaic Holdings Inc. | 452,897 | $12.48M | 0.0% | +5.7% | 1.422% | |
| 2/17/2026 | Private Advisor Group LLC | 670,013 | $18.46M | 0.1% | -23.5% | 2.104% | |
| 2/17/2026 | Royal Bank of Canada | 295,288 | $8.14M | 0.0% | -0.4% | 0.927% | |
| 2/16/2026 | MML Investors Services LLC | 16,616 | $458K | 0.0% | -34.2% | 0.052% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 44,801 | $1.23M | 0.1% | -9.2% | 0.141% | |
| 2/13/2026 | Kestra Advisory Services LLC | 208,837 | $5.75M | 0.0% | +353.4% | 0.656% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 219,197 | $6.04M | 0.1% | -46.6% | 0.688% | |
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| 2/13/2026 | Wells Fargo & Company MN | 609,109 | $16.78M | 0.0% | -0.7% | 1.913% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 340,542 | $9.38M | 1.8% | -25.8% | 1.070% | |
| 2/12/2026 | Jane Street Group LLC | 83,267 | $2.29M | 0.0% | +14.8% | 0.262% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 499,300 | $13.76M | 0.1% | +55.4% | 1.568% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 310,404 | $8.55M | 0.0% | -58.5% | 0.975% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 44,623 | $1.23M | 0.0% | +24.8% | 0.140% | |
| 2/12/2026 | Principal Securities Inc. | 19,005 | $524K | 0.0% | -17.4% | 0.060% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 26,340 | $726K | 0.0% | -63.2% | 0.083% | |
| 2/11/2026 | Alteri Wealth LLC | 22,445 | $618K | 0.2% | -11.4% | 0.070% | |
| 2/11/2026 | LPL Financial LLC | 3,953,092 | $108.91M | 0.0% | -16.3% | 12.415% | |
| 2/11/2026 | Schwallier Wealth Management LLC | 305,116 | $8.38M | 5.4% | +0.5% | 0.958% | |
| 2/10/2026 | Bank of New York Mellon Corp | 2,467,127 | $67.97M | 0.0% | -2.2% | 7.749% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 82,375 | $2.27M | 0.0% | +183.6% | 0.259% | |
| 2/10/2026 | Operose Advisors LLC | 1,396 | $38K | 0.0% | N/A | 0.004% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 6,903 | $190K | 0.0% | +67.2% | 0.022% | |
| 2/9/2026 | Community Bank & Trust Waco Texas | 9,915 | $273K | 0.1% | N/A | 0.031% | |
| 2/9/2026 | Prospera Financial Services Inc | 32,806 | $904K | 0.0% | +5.2% | 0.103% | |
| 2/6/2026 | Empirical Asset Management LLC | 11,144 | $307K | 0.0% | -33.3% | 0.035% | |
| 2/6/2026 | Wilian Securities LLC | 106,640 | $2.94M | 3.2% | N/A | 0.335% | |
| 2/5/2026 | Sequent Planning LLC | 44,035 | $1.21M | 0.3% | +6.9% | 0.138% | |
| 2/5/2026 | PAX Financial Group LLC | 49,766 | $1.37M | 0.2% | -39.9% | 0.156% | |
| 2/5/2026 | Petix & Botte Co | 601,069 | $16.56M | 3.8% | +15.4% | 1.888% | |
| 2/4/2026 | World Investment Advisors | 19,398 | $534K | 0.0% | +9.5% | 0.061% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 9,826 | $271K | 0.0% | +26.3% | 0.031% | |
| 2/2/2026 | Ashton Thomas Securities LLC | 170,422 | $4.70M | 0.9% | -42.1% | 0.535% | |
| 2/2/2026 | Total Clarity Wealth Management Inc. | 143,243 | $3.95M | 1.0% | -35.5% | 0.450% | |
| 1/30/2026 | Simplicity Wealth LLC | 42,819 | $1.18M | 0.1% | +10.4% | 0.134% | |
| 1/29/2026 | Comerica Bank | 5,680 | $156K | 0.0% | -52.4% | 0.018% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 73,281 | $2.02M | 0.0% | -5.7% | 0.230% | |
| 1/29/2026 | ST Germain D J Co. Inc. | 3,844 | $106K | 0.0% | -14.1% | 0.012% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 151,327 | $4.17M | 0.0% | -9.3% | 0.475% | |
| 1/28/2026 | Spectrum Investment Advisors Inc. | 453,918 | $12.51M | 6.3% | +4.0% | 1.426% | |
| 1/26/2026 | PFG Investments LLC | 26,624 | $733K | 0.0% | -2.2% | 0.084% | |
| 1/21/2026 | Sowell Financial Services LLC | 19,404 | $535K | 0.0% | +17.7% | 0.060% | |
| 1/15/2026 | Stewardship Advisors LLC | 379,156 | $10.45M | 2.4% | -50.9% | 1.200% | |
| 1/14/2026 | Emergent Wealth Advisors LLC | 12,017 | $331K | 0.2% | +12.8% | 0.038% | |
| 1/13/2026 | CoreCap Advisors LLC | 3,224 | $89K | 0.0% | -33.9% | 0.010% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 110,067 | $3.03M | 0.2% | -41.5% | 0.344% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 45,532 | $1.25M | 0.0% | -21.3% | 0.142% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 26,360 | $727K | 0.0% | -4.6% | 0.082% | |
| 11/21/2025 | Petix & Botte Co | 521,006 | $14.46M | 3.3% | +14.8% | 1.351% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 77,701 | $2.16M | 0.0% | +37.1% | 0.202% | |
| 11/17/2025 | Schwallier Wealth Management LLC | 303,483 | $8.43M | 5.3% | +6.6% | 0.787% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 4,129 | $115K | 0.0% | +49.8% | 0.011% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 410,229 | $11.39M | 0.1% | +32.8% | 1.064% | |
| 11/17/2025 | Flow Traders U.S. LLC | 240,836 | $6.69M | 0.3% | -5.2% | 0.625% | |
| 11/17/2025 | Citadel Advisors LLC | 19,259 | $535K | 0.0% | +58.9% | 0.050% | |
| 11/17/2025 | Bank of America Corp DE | 155,678 | $4.32M | 0.0% | -11.9% | 0.404% | |
| 11/14/2025 | Tower Research Capital LLC TRC | 74,308 | $2.06M | 0.1% | N/A | 0.193% | |
| 11/14/2025 | Comerica Bank | 11,930 | $331K | 0.0% | +638.2% | 0.031% | |
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| 11/13/2025 | Invesco Ltd. | 5,510,388 | $152.97M | 0.0% | +111.3% | 14.290% | |
| 11/13/2025 | Private Advisor Group LLC | 875,499 | $24.30M | 0.1% | -4.9% | 2.270% | |
| 11/13/2025 | Integrated Capital Management LLC | 346,334 | $9.61M | 4.3% | N/A | 0.898% | |
| 11/13/2025 | CreativeOne Wealth LLC | 10,000 | $278K | 0.0% | N/A | 0.026% | |
| 11/13/2025 | Sequent Planning LLC | 41,198 | $1.14M | 0.3% | +6.3% | 0.107% | |
| 11/12/2025 | IFG Advisory LLC | 11,365 | $316K | 0.0% | +10.0% | 0.029% | |
| 11/12/2025 | Arete Wealth Advisors LLC | 49,367 | $1.37M | 0.1% | +7.7% | 0.128% | |
| 11/12/2025 | Total Clarity Wealth Management Inc. | 221,937 | $6.16M | 1.6% | +8.5% | 0.576% | |
| 11/12/2025 | Empirical Asset Management LLC | 16,702 | $464K | 0.1% | +18.1% | 0.043% | |
| 11/10/2025 | Alteri Wealth LLC | 25,330 | $703K | 0.2% | +11.8% | 0.066% | |