| 6/18/2026 | Western Wealth Management LLC | 9,672 | $485K | 0.0% | N/A | 0.014% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 221,496 | $11.10M | 5.2% | N/A | 0.320% | |
| 6/3/2026 | NewEdge Advisors LLC | 76,264 | $3.82M | 0.0% | +31.0% | 0.110% | |
| 6/1/2026 | Concorde Asset Management LLC | 5,674 | $284K | 0.1% | -11.3% | 0.008% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 15,806 | $792K | 0.0% | +38.2% | 0.023% | |
| 5/20/2026 | Norris Financial Group LLC | 141,587 | $7.10M | 2.3% | N/A | 0.204% | |
| 5/19/2026 | Western Wealth Management LLC | 9,672 | $485K | 0.0% | N/A | 0.014% | |
| 5/19/2026 | NewEdge Advisors LLC | 48,391 | $2.43M | 0.0% | -16.9% | 0.070% | |
| 5/19/2026 | Bank of America Corp DE | 2,893,767 | $145.04M | 0.0% | +152.9% | 4.176% | |
| 5/19/2026 | Strait & Sound Wealth Management LLC | 41,226 | $2.07M | 0.8% | -8.7% | 0.059% | |
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| 5/19/2026 | Arkadios Wealth Advisors | 18,328 | $919K | 0.0% | N/A | 0.026% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 15,806 | $792K | 0.1% | +38.2% | 0.023% | |
| 5/18/2026 | Royal Bank of Canada | 529,112 | $26.52M | 0.0% | +588.2% | 0.764% | |
| 5/16/2026 | Copley Financial Group Inc. | 22,251 | $1.12M | 0.7% | -21.8% | 0.032% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 24,734 | $1.24M | 0.0% | +107.9% | 0.036% | |
| 5/15/2026 | Cypress Capital Group | 6,910 | $346K | 0.0% | -12.6% | 0.010% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 1,370 | $69K | 0.0% | N/A | 0.002% | |
| 5/13/2026 | Cetera Investment Advisers | 1,377,756 | $69.05M | 0.1% | +23.9% | 1.988% | |
| 5/13/2026 | Wealthspire Retirement LLC | 9,536 | $478K | 0.0% | -14.9% | 0.014% | |
| 5/13/2026 | NewEdge Wealth LLC | 6,318 | $317K | 0.0% | +9.5% | 0.009% | |
| 5/13/2026 | Daner Wealth Management LLC | 110,742 | $5.56M | 2.9% | -0.5% | 0.160% | |
| 5/12/2026 | Insight Advisors LLC PA | 5,235 | $262K | 0.0% | -10.5% | 0.008% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 24,528 | $1.23M | 0.6% | +61.4% | 0.035% | |
| 5/7/2026 | Beta Wealth Group Inc. | 15,455 | $775K | 0.3% | +122.7% | 0.022% | |
| 5/7/2026 | Balefire LLC | 18,794 | $942K | 0.2% | N/A | 0.027% | |
| 5/7/2026 | Parallel Advisors LLC | 2,340 | $117K | 0.0% | +24.5% | 0.003% | |
| 5/7/2026 | World Equity Group Inc. | 9,680 | $485K | 0.1% | N/A | 0.014% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 3,175 | $159K | 0.0% | +15.6% | 0.005% | |
| 5/6/2026 | Independent Financial Group LLC | 31,516 | $1.58M | 0.0% | N/A | 0.045% | |
| 5/5/2026 | D.A. Davidson & CO. | 75,957 | $3.81M | 0.0% | -0.3% | 0.110% | |
| 5/5/2026 | Bank of New York Mellon Corp | 21,780 | $1.09M | 0.0% | N/A | 0.031% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 12,008 | $602K | 0.3% | -13.4% | 0.017% | |
| 5/5/2026 | NFSG Corp | 1,349 | $68K | 0.0% | +30.0% | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 69,894 | $3.50M | 0.0% | +50.6% | 0.101% | |
| 5/4/2026 | Milestones Private Investment Advisors LLC | 8,868 | $444K | 0.4% | -9.1% | 0.013% | |
| 5/4/2026 | AMG National Trust Bank | 8,000 | $401K | 0.0% | +100.0% | 0.012% | |
| 5/4/2026 | Bleakley Financial Group LLC | 130,598 | $6.55M | 0.1% | +40.8% | 0.188% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 7,255 | $364K | 0.0% | +5.0% | 0.010% | |
| 5/2/2026 | International Assets Investment Management LLC | 9,902 | $496K | 0.0% | +56.1% | 0.014% | |
| 5/1/2026 | Fifth Third Bancorp | 60,085 | $3.01M | 0.0% | +13,047.7% | 0.087% | |
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| 5/1/2026 | Petix & Botte Co | 13,646 | $684K | 0.2% | -2.3% | 0.020% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 83,089 | $4.16M | 0.0% | -11.5% | 0.120% | |
| 4/30/2026 | GreatBanc Trust CO | 40,800 | $2.05M | 1.4% | N/A | 0.059% | |
| 4/30/2026 | Peterson Wealth Services | 15,575 | $781K | 0.2% | -72.7% | 0.022% | |
| 4/30/2026 | Kestra Advisory Services LLC | 137,792 | $6.91M | 0.0% | -1.0% | 0.199% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 1,435,698 | $71.96M | 2.3% | +6.2% | 2.072% | |
| 4/29/2026 | Capstone Wealth Management Group LLC | 186,611 | $9.35M | 3.9% | -2.3% | 0.269% | |
| 4/29/2026 | Duncker Streett & Co. Inc. | 48,431 | $2.43M | 0.5% | -1.0% | 0.070% | |
| 4/29/2026 | Montag A & Associates Inc. | 11,631 | $583K | 0.0% | -13.8% | 0.017% | |
| 4/28/2026 | Bogart Wealth LLC | 3,982 | $200K | 0.0% | -12.0% | 0.006% | |
| 4/28/2026 | Wealthstar Advisors LLC | 26,365 | $1.32M | 0.6% | -5.0% | 0.037% | |
| 4/27/2026 | World Investment Advisors | 30,145 | $1.51M | 0.0% | -4.1% | 0.042% | |
| 4/27/2026 | Private Advisor Group LLC | 286,177 | $14.34M | 0.1% | +22.0% | 0.400% | |
| 4/25/2026 | Royal Harbor Partners LLC | 284,459 | $14.26M | 4.8% | N/A | 0.398% | |
| 4/25/2026 | Heritage Oak Wealth Advisors LLC | 112,331 | $5.63M | 1.8% | N/A | 0.157% | |
| 4/24/2026 | Capital Asset Advisory Services LLC | 1,468,130 | $73.57M | 2.6% | +17.5% | 2.053% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 30,798 | $1.54M | 0.2% | +20.9% | 0.043% | |
| 4/23/2026 | Intrua Financial LLC | 17,903 | $897K | 0.1% | -2.1% | 0.025% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 218,760 | $10.96M | 0.0% | +30.6% | 0.306% | |
| 4/22/2026 | Advocate Investing Services LLC | 270,079 | $13.54M | 11.5% | -16.2% | 0.378% | |
| 4/22/2026 | Cambient Family Office LLC | 61,285 | $3.07M | 0.4% | -5.4% | 0.085% | |
| 4/20/2026 | Auour Investments LLC | 41,804 | $2.10M | 0.7% | N/A | 0.058% | |
| 4/20/2026 | RFG Advisory LLC | 11,935 | $598K | 0.0% | N/A | 0.017% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 13,936 | $698K | 0.2% | N/A | 0.019% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 88,081 | $4.42M | 1.0% | +114.1% | 0.121% | |
| 4/17/2026 | Sovereign Financial Group Inc. | 37,600 | $1.89M | 0.3% | +10.7% | 0.052% | |
| 4/17/2026 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 18,118 | $908K | 0.2% | -7.0% | 0.025% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 107,788 | $5.40M | 0.6% | -2.2% | 0.148% | |
| 4/16/2026 | Capstone Wealth Management Group LLC | 191,055 | $9.60M | 5.9% | -5.0% | 0.263% | |
| 4/16/2026 | Paladin Wealth LLC | 20,141 | $1.01M | 0.7% | -17.2% | 0.028% | |
| 3/13/2026 | World Investment Advisors | 31,422 | $1.58M | 0.0% | +5.4% | 0.048% | |
| 3/4/2026 | SHP Wealth Management | 688 | $35K | 0.0% | N/A | 0.001% | |
| 2/27/2026 | OakTrust Wealth Advisors LLC | 15,974 | $803K | 0.7% | N/A | 0.025% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 40,531 | $2.04M | 1.1% | +2.6% | 0.062% | |
| 2/20/2026 | Cambient Family Office LLC | 64,758 | $3.25M | 0.5% | N/A | 0.099% | |
| 2/19/2026 | Invesco Ltd. | 16,626 | $835K | 0.0% | -87.1% | 0.026% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 1,352,189 | $67.95M | 0.8% | +41.7% | 2.074% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 69,033 | $3.47M | 0.0% | +4.5% | 0.106% | |
| 2/18/2026 | Wealth Intelligence LLC | 122,644 | $6.16M | 3.1% | N/A | 0.188% | |
| 2/18/2026 | NewEdge Advisors LLC | 58,225 | $2.93M | 0.0% | +83.2% | 0.089% | |
| 2/18/2026 | Intrepid Family Office LLC | 32,500 | $1.63M | 1.4% | +30.0% | 0.050% | |
| 2/18/2026 | 9823 Capital L.P. | 41,948 | $2.11M | 1.5% | N/A | 0.064% | |
| 2/17/2026 | AQR Capital Management LLC | 14,823 | $745K | 0.0% | +60.3% | 0.023% | |
| 2/17/2026 | Cetera Investment Advisers | 1,112,141 | $55.89M | 0.1% | +9.1% | 1.706% | |
| 2/17/2026 | Hilltop Holdings Inc. | 11,615 | $584K | 0.0% | +2.1% | 0.018% | |
| 2/17/2026 | Capital Wealth Alliance LLC | 23,281 | $1.17M | 0.5% | -4.4% | 0.036% | |
| 2/17/2026 | Equitable Holdings Inc. | 23,269 | $1.17M | 0.0% | +46.4% | 0.036% | |
| 2/17/2026 | GeoWealth Management LLC | 42,125 | $2.12M | 0.1% | +140.0% | 0.065% | |
| 2/17/2026 | Osaic Holdings Inc. | 519,975 | $26.13M | 0.0% | -31.1% | 0.798% | |
| 2/17/2026 | Advisory Services Network LLC | 95,269 | $4.79M | 0.1% | -5.5% | 0.146% | |
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| 2/17/2026 | Tower Research Capital LLC TRC | 771,854 | $38.79M | 0.9% | +113,742.8% | 1.184% | |
| 2/17/2026 | Private Advisor Group LLC | 234,583 | $11.79M | 0.1% | +0.3% | 0.360% | |
| 2/17/2026 | &PARTNERS | 125,888 | $6.47M | 0.0% | +19.2% | 0.193% | |
| 2/17/2026 | Royal Bank of Canada | 76,885 | $3.86M | 0.0% | +13.0% | 0.118% | |
| 2/17/2026 | Copley Financial Group Inc. | 28,445 | $1.43M | 0.9% | -23.2% | 0.044% | |
| 2/16/2026 | MML Investors Services LLC | 282,533 | $14.20M | 0.0% | +1.5% | 0.433% | |
| 2/16/2026 | Mariner LLC | 80,063 | $4.02M | 0.0% | +2.6% | 0.123% | |
| 2/16/2026 | Motiv8 Investments LLC | 609 | $31K | 0.0% | N/A | 0.001% | |
| 2/16/2026 | Arax Advisory Partners | 4,478 | $225K | 0.0% | -44.2% | 0.007% | |
| 2/16/2026 | Beta Wealth Group Inc. | 6,940 | $349K | 0.1% | -29.8% | 0.011% | |