| 10/14/2026 | Three Magnolias Financial Advisors LLC | 130,371 | $7.88M | 4.7% | +6.5% | 2.628% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 600 | $36K | 0.0% | N/A | 0.013% | |
| 9/9/2026 | NewEdge Advisors LLC | 3,729 | $221K | 0.0% | -15.3% | 0.084% | |
| 8/21/2026 | Legacy Financial Advisors Inc. | 214,000 | $12.66M | 1.6% | +2.1% | 4.798% | |
| 6/3/2026 | NewEdge Advisors LLC | 4,404 | $242K | 0.0% | -14.6% | 0.131% | |
| 5/18/2026 | Royal Bank of Canada | 67,735 | $3.72M | 0.0% | +31.2% | 2.010% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 4,094 | $225K | 0.0% | N/A | 0.121% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,817 | $264K | 0.0% | +65.0% | 0.143% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 9,555 | $524K | 0.1% | N/A | 0.284% | |
| 4/27/2026 | Private Advisor Group LLC | 5,083 | $279K | 0.0% | +10.9% | 0.152% | |
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| 4/23/2026 | Three Magnolias Financial Advisors LLC | 93,934 | $5.15M | 3.3% | +3.8% | 2.812% | |
| 4/23/2026 | Apollon Wealth Management LLC | 36,525 | $2.00M | 0.0% | -3.2% | 1.094% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 82,208 | $4.51M | 0.0% | -16.0% | 2.484% | |
| 4/22/2026 | AGH Wealth Advisors LLC | 4,349 | $239K | 0.2% | +14.2% | 0.131% | |
| 2/18/2026 | NewEdge Advisors LLC | 5,155 | $294K | 0.0% | +106.3% | 0.164% | |
| 2/18/2026 | OLD Mission Capital LLC | 14,481 | $826K | 0.0% | -10.8% | 0.460% | |
| 2/18/2026 | Claro Advisors Inc. | 3,767 | $215K | 0.0% | N/A | 0.120% | |
| 2/17/2026 | Equitable Holdings Inc. | 10,609 | $605K | 0.0% | +65.9% | 0.337% | |
| 2/17/2026 | Osaic Holdings Inc. | 42,882 | $2.45M | 0.0% | +0.5% | 1.361% | |
| 2/17/2026 | Captrust Financial Advisors | 5,350 | $305K | 0.0% | N/A | 0.170% | |
| 2/17/2026 | Royal Bank of Canada | 51,619 | $2.95M | 0.0% | +3.6% | 1.639% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,919 | $167K | 0.0% | N/A | 0.093% | |
| 2/13/2026 | Quattro Advisors LLC | 1,610 | $92K | 0.1% | N/A | 0.051% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 97,949 | $5.59M | 0.0% | +4.9% | 3.109% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 81,101 | $4.63M | 0.0% | +0.9% | 2.575% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 97,882 | $5.59M | 0.0% | +2.7% | 3.107% | |
| 2/11/2026 | LPL Financial LLC | 402,817 | $22.99M | 0.0% | +12.7% | 12.788% | |
| 2/10/2026 | COFG Advisors LLC | 11,185 | $638K | 0.2% | N/A | 0.355% | |
| 2/6/2026 | Global Retirement Partners LLC | 33,102 | $1.89M | 0.0% | -32.6% | 1.051% | |
| 2/6/2026 | HighTower Advisors LLC | 12,425 | $709K | 0.0% | +46.9% | 0.394% | |
| 2/4/2026 | Legacy Financial Advisors Inc. | 230,174 | $13.14M | 1.8% | -36.3% | 7.330% | |
| 2/4/2026 | AGH Wealth Advisors LLC | 3,809 | $217K | 0.2% | -55.0% | 0.121% | |
| 2/4/2026 | Horizon Wealth Management LLC | 862,258 | $49.21M | 7.6% | N/A | 27.460% | |
| 2/2/2026 | Truist Financial Corp | 8,597 | $491K | 0.0% | -9.1% | 0.274% | |
| 1/28/2026 | Gentry Private Wealth LLC | 5,465 | $312K | 0.2% | N/A | 0.174% | |
| 1/26/2026 | Private Trust Co. NA | 3,645 | $208K | 0.0% | +267.8% | 0.116% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 45,452 | $2.59M | 0.1% | -2.0% | 1.452% | |
| 1/22/2026 | Apollon Wealth Management LLC | 37,734 | $2.15M | 0.0% | +4.5% | 1.206% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 19,914 | $1.14M | 0.1% | +84.4% | 0.636% | |
| 1/20/2026 | Three Magnolias Financial Advisors LLC | 90,503 | $5.17M | 3.2% | +1.2% | 2.891% | |
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| 1/13/2026 | Dakota Wealth Management | 118,650 | $6.77M | 0.1% | N/A | 2.989% | |
| 1/12/2026 | DAVENPORT & Co LLC | 132,023 | $7.53M | 0.0% | +12.6% | 3.326% | |
| 1/7/2026 | Envision Financial LLC | 9,855 | $562K | 0.3% | +23.0% | 0.252% | |
| 1/5/2026 | GoalVest Advisory LLC | 5,465 | $312K | 0.1% | N/A | 0.140% | |
| 11/17/2025 | Citadel Advisors LLC | 7,858 | $440K | 0.0% | N/A | 0.257% | |
| 11/17/2025 | Ameriprise Financial Inc. | 8,856 | $496K | 0.0% | N/A | 0.289% | |
| 11/14/2025 | Equitable Holdings Inc. | 6,393 | $358K | 0.0% | N/A | 0.209% | |
| 11/10/2025 | Legacy Financial Advisors Inc. | 361,433 | $20.26M | 2.8% | +6.1% | 11.812% | |
| 11/6/2025 | Northwest Financial Advisors | 5,531 | $310K | 0.4% | N/A | 0.181% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 10,799 | $605K | 0.0% | N/A | 0.353% | |
| 11/5/2025 | Lokken Investment Group LLC | 115,961 | $6.50M | 2.2% | +1.5% | 3.790% | |
| 11/3/2025 | Truist Financial Corp | 9,459 | $530K | 0.0% | +5.2% | 0.309% | |
| 11/3/2025 | AGH Wealth Advisors LLC | 8,465 | $474K | 0.3% | N/A | 0.277% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 144,716 | $8.04M | 0.0% | +1.9% | 4.714% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 93,360 | $5.23M | 0.0% | -14.8% | 3.051% | |
| 10/21/2025 | Global Retirement Partners LLC | 49,101 | $2.75M | 0.1% | -1.7% | 1.605% | |
| 10/21/2025 | Three Magnolias Financial Advisors LLC | 89,438 | $5.01M | 3.1% | +12.2% | 2.923% | |
| 10/17/2025 | Apollon Wealth Management LLC | 36,114 | $2.02M | 0.0% | -2.0% | 1.188% | |
| 10/15/2025 | Private Trust Co. NA | 991 | $56K | 0.0% | -47.6% | 0.033% | |
| 10/15/2025 | DAVENPORT & Co LLC | 117,237 | $6.57M | 0.0% | +27.1% | 3.856% | |
| 10/10/2025 | Envision Financial LLC | 8,015 | $449K | 0.3% | +14.3% | 0.264% | |
| 10/9/2025 | U.S. Capital Wealth Advisors LLC | 46,378 | $2.60M | 0.1% | -35.4% | 1.526% | |
| 9/4/2025 | Osaic Holdings Inc. | 38,795 | $2.08M | 0.0% | -4.0% | 1.329% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 34,794 | $1.87M | 0.4% | -11.5% | 1.192% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 74,845 | $4.02M | 0.0% | +14.3% | 2.563% | |
| 8/12/2025 | Global Retirement Partners LLC | 49,944 | $2.68M | 0.1% | N/A | 1.710% | |
| 8/12/2025 | Waterloo Capital L.P. | 9,690 | $520K | 0.0% | N/A | 0.332% | |
| 7/29/2025 | Private Trust Co. NA | 1,891 | $102K | 0.0% | -71.6% | 0.066% | |
| 7/25/2025 | Apollon Wealth Management LLC | 36,842 | $1.98M | 0.0% | N/A | 1.293% | |
| 7/24/2025 | Lokken Investment Group LLC | 114,259 | $6.14M | 2.4% | -0.3% | 4.009% | |
| 7/22/2025 | DAVENPORT & Co LLC | 92,245 | $4.95M | 0.0% | +78.7% | 3.237% | |
| 7/18/2025 | Truist Financial Corp | 8,990 | $483K | 0.0% | +7.1% | 0.317% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 67,063 | $3.60M | 0.0% | -1.8% | 2.361% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 71,834 | $3.86M | 0.1% | -1.2% | 2.529% | |
| 7/10/2025 | Envision Financial LLC | 7,010 | $376K | 0.3% | N/A | 0.248% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 141,958 | $7.61M | 0.0% | -0.9% | 5.016% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 56,832 | $2.92M | 2.5% | -11.5% | 2.194% | |
| 5/19/2025 | Jane Street Group LLC | 24,696 | $1.27M | 0.0% | N/A | 0.954% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,454 | $126K | 0.0% | N/A | 0.095% | |
| 5/15/2025 | Royal Bank of Canada | 77,159 | $3.96M | 0.0% | +0.8% | 2.979% | |
| 5/15/2025 | OLD Mission Capital LLC | 40,357 | $2.07M | 0.0% | +334.8% | 1.558% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 329,520 | $16.91M | 2.8% | +1.6% | 12.723% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 65,493 | $3.36M | 0.0% | +76.2% | 2.529% | |
| 5/7/2025 | LPL Financial LLC | 418,732 | $21.49M | 0.0% | +51.6% | 16.167% | |
| 5/2/2025 | Lokken Investment Group LLC | 114,564 | $5.88M | 2.5% | +9.1% | 4.212% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 39,314 | $2.02M | 0.5% | N/A | 1.445% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 72,692 | $3.73M | 0.1% | -1.6% | 2.673% | |
| 4/28/2025 | Private Trust Co. NA | 6,668 | $342K | 0.0% | +24.3% | 0.245% | |
| 4/28/2025 | DAVENPORT & Co LLC | 51,614 | $2.65M | 0.0% | +25.8% | 1.898% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 68,316 | $3.51M | 0.0% | +93.6% | 2.512% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 143,198 | $7.35M | 0.0% | +5.2% | 5.265% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 136,135 | $7.40M | 0.0% | N/A | 5.318% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 64,232 | $3.49M | 3.7% | N/A | 3.801% | |
| 2/14/2025 | Natixis Investment Managers LLC | 688,361 | $37.43M | 58.3% | -17.6% | 40.731% | |
| 2/13/2025 | Legacy Financial Advisors Inc. | 324,266 | $17.63M | 2.9% | +3.9% | 19.187% | |
| 2/12/2025 | Lokken Investment Group LLC | 105,049 | $5.71M | 2.5% | +11.3% | 6.216% | |
| 2/12/2025 | OLD Mission Capital LLC | 9,281 | $505K | 0.0% | -33.3% | 0.549% | |
| 2/11/2025 | LPL Financial LLC | 276,294 | $15.02M | 0.0% | +27.3% | 16.349% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 51,771 | $2.82M | 0.0% | +3.7% | 3.063% | |
| 2/7/2025 | Independent Advisor Alliance | 38,172 | $2.08M | 0.0% | N/A | 2.259% | |