| 7/9/2026 | First Bank & Trust | 14,976 | $702K | 0.1% | +31.8% | 0.081% | |
| 7/9/2026 | Allied Private Wealth LLC | 25,733 | $1.19M | 0.8% | N/A | 0.139% | |
| 7/9/2026 | Flaharty Asset Management LLC | 55,973 | $2.62M | 3.8% | -91.7% | 0.302% | |
| 6/18/2026 | Western Wealth Management LLC | 14,085 | $656K | 0.0% | -3.5% | 0.083% | |
| 5/19/2026 | Western Wealth Management LLC | 14,085 | $657K | 0.0% | -3.5% | 0.083% | |
| 5/19/2026 | Bank of America Corp DE | 177,797 | $8.29M | 0.0% | +283.2% | 1.049% | |
| 5/18/2026 | Royal Bank of Canada | 258,342 | $12.04M | 0.0% | -29.8% | 1.524% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 989,755 | $46.13M | 0.0% | +25.3% | 5.839% | |
| 5/5/2026 | D.A. Davidson & CO. | 95,652 | $4.46M | 0.0% | +8.3% | 0.564% | |
| 5/4/2026 | Retirement Planning Group LLC | 63,161 | $2.94M | 0.1% | -37.0% | 0.373% | |
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| 5/1/2026 | Fifth Third Bancorp | 3,231 | $151K | 0.0% | N/A | 0.019% | |
| 4/30/2026 | Kestra Advisory Services LLC | 150,944 | $7.04M | 0.0% | -17.3% | 0.891% | |
| 4/27/2026 | Burford Brothers Inc. | 6,065 | $283K | 0.1% | N/A | 0.036% | |
| 4/27/2026 | Baer Investment Advisory LLC | 68,486 | $3.19M | 0.4% | N/A | 0.406% | |
| 4/27/2026 | Private Advisor Group LLC | 262,282 | $12.23M | 0.1% | +9.0% | 1.557% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 58,635 | $2.73M | 0.1% | N/A | 0.348% | |
| 4/24/2026 | Partners Wealth Management LLC | 19,004 | $886K | 0.9% | -7.6% | 0.113% | |
| 4/23/2026 | Networth Advisors LLC | 67,715 | $3.16M | 2.2% | +5.3% | 0.402% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 11,643 | $543K | 0.1% | +6.7% | 0.070% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 25,992 | $1.23M | 0.0% | +4,947.0% | 0.179% | |
| 3/13/2026 | World Investment Advisors | 11,746 | $555K | 0.0% | N/A | 0.081% | |
| 2/17/2026 | Camarda Financial Advisors LLC | 19,951 | $943K | 0.4% | -3.7% | 0.137% | |
| 2/17/2026 | Osaic Holdings Inc. | 139,082 | $6.57M | 0.0% | +28.1% | 0.956% | |
| 2/17/2026 | Private Advisor Group LLC | 240,733 | $11.38M | 0.1% | +5.9% | 1.655% | |
| 2/17/2026 | Royal Bank of Canada | 368,013 | $17.39M | 0.0% | +1.7% | 2.529% | |
| 2/16/2026 | Mariner LLC | 11,019 | $521K | 0.0% | +11.4% | 0.076% | |
| 2/13/2026 | Kestra Advisory Services LLC | 182,605 | $8.63M | 0.0% | +6.3% | 1.255% | |
| 2/13/2026 | Morgan Stanley | 1,111,463 | $52.52M | 0.0% | -2.3% | 7.639% | |
| 2/13/2026 | Golden State Wealth Management LLC | 16,721 | $790K | 0.1% | -10.9% | 0.115% | |
| 2/13/2026 | Wells Fargo & Company MN | 328,068 | $15.50M | 0.0% | +5.8% | 2.255% | |
| 2/12/2026 | Leigh Baldwin & CO. LLC | 27,371 | $1.29M | 0.8% | -84.4% | 0.188% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 3,276 | $155K | 0.0% | N/A | 0.023% | |
| 2/11/2026 | Capital Analysts LLC | 3,768 | $178K | 0.0% | -48.1% | 0.026% | |
| 2/11/2026 | LPL Financial LLC | 643,815 | $30.42M | 0.0% | +12.2% | 4.425% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 187,632 | $8.87M | 0.2% | +7.4% | 1.290% | |
| 2/11/2026 | Comprehensive Wealth Management LLC | 342,391 | $16.18M | 9.5% | -24.9% | 2.353% | |
| 2/10/2026 | Calton & Associates Inc. | 21,151 | $999K | 0.1% | +2.3% | 0.145% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 1,091 | $52K | 0.0% | N/A | 0.007% | |
| 2/6/2026 | Fortis Group Advisors LLC | 7,318 | $347K | 0.1% | -62.1% | 0.050% | |
| 2/6/2026 | Prevail Innovative Wealth Advisors LLC | 29,868 | $1.41M | 0.3% | N/A | 0.205% | |
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| 2/6/2026 | Flaharty Asset Management LLC | 666,494 | $31.49M | 3.9% | +4.3% | 4.581% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 790,062 | $37.33M | 0.0% | +52.8% | 5.430% | |
| 2/5/2026 | Atria Investments Inc | 904,739 | $42.75M | 0.5% | -8.2% | 6.218% | |
| 2/4/2026 | Independent Advisor Alliance | 19,359 | $915K | 0.0% | +7.5% | 0.133% | |
| 2/4/2026 | World Investment Advisors | 11,746 | $555K | 0.0% | N/A | 0.081% | |
| 2/3/2026 | Retirement Planning Group LLC | 100,183 | $4.73M | 0.2% | -11.8% | 0.689% | |
| 1/29/2026 | Comerica Bank | 2,089 | $99K | 0.0% | N/A | 0.015% | |
| 1/29/2026 | D.A. Davidson & CO. | 88,354 | $4.18M | 0.0% | +4.2% | 0.618% | |
| 1/29/2026 | UBS Group AG | 177,469 | $8.39M | 0.0% | +4.6% | 1.241% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 16,212 | $766K | 0.3% | +2.5% | 0.113% | |
| 1/27/2026 | TME Financial Inc. | 28,971 | $1.37M | 1.0% | -37.6% | 0.203% | |
| 1/26/2026 | Merit Financial Group LLC | 36,239 | $1.71M | 0.0% | -24.2% | 0.253% | |
| 1/23/2026 | Farther Finance Advisors LLC | 850 | $40K | 0.0% | N/A | 0.006% | |
| 1/23/2026 | Investment Advisory Group LLC | 5,200 | $246K | 0.1% | -16.1% | 0.037% | |
| 1/23/2026 | Westside Investment Management Inc. | 940 | $44K | 0.0% | +51.6% | 0.007% | |
| 1/23/2026 | Fifth Third Securities Inc. | 164,614 | $7.78M | 0.5% | +11.4% | 1.172% | |
| 1/22/2026 | Networth Advisors LLC | 64,296 | $3.04M | 2.2% | N/A | 0.458% | |
| 1/14/2026 | Nova Wealth Management Inc. | 15,041 | $711K | 0.5% | +38.9% | 0.109% | |
| 1/13/2026 | Dakota Wealth Management | 134,875 | $6.37M | 0.1% | N/A | 0.988% | |
| 1/12/2026 | First Bank & Trust | 6,782 | $320K | 0.1% | +7.6% | 0.050% | |
| 1/12/2026 | Client 1ST Advisory Group LLC | 4,506 | $213K | 0.1% | N/A | 0.033% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 133,261 | $6.31M | 0.0% | +21.1% | 0.976% | |
| 1/1/2026 | JPMorgan Chase & Co. | 97,062 | $4.62M | 0.0% | +71.2% | 0.727% | |
| 12/16/2025 | Lindenwold Advisors INC | 137,714 | $6.56M | 3.1% | +4.8% | 1.032% | |
| 11/18/2025 | Advisory Services Network LLC | 3,898 | $186K | 0.0% | N/A | 0.029% | |
| 11/17/2025 | Equity Wealth Partners LLC | 7,220 | $344K | 0.3% | N/A | 0.054% | |
| 11/17/2025 | Susquehanna International Group LLP | 8,983 | $428K | 0.0% | -29.7% | 0.067% | |
| 11/17/2025 | Mariner LLC | 9,891 | $471K | 0.0% | +23.3% | 0.074% | |
| 11/17/2025 | Larson Financial Group LLC | 1,135 | $54K | 0.0% | -85.6% | 0.009% | |
| 11/17/2025 | Bank of America Corp DE | 5,744 | $273K | 0.0% | +1,717.7% | 0.043% | |
| 11/17/2025 | Ameriprise Financial Inc. | 133,880 | $6.37M | 0.0% | +1,517.7% | 1.003% | |
| 11/14/2025 | Raymond James Financial Inc. | 111,210 | $5.29M | 0.0% | +29.9% | 0.833% | |
| 11/13/2025 | UBS Group AG | 169,672 | $8.08M | 0.0% | +10.6% | 1.271% | |
| 11/13/2025 | Private Advisor Group LLC | 227,417 | $10.83M | 0.1% | +298.6% | 1.703% | |
| 11/12/2025 | American Century Companies Inc. | 1,185,551 | $56.43M | 0.0% | -3.0% | 8.881% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 13,561 | $645K | 0.0% | +2,502.9% | 0.102% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 20,050 | $954K | 0.0% | +69.2% | 0.150% | |
| 11/7/2025 | Fortis Group Advisors LLC | 19,286 | $918K | 0.2% | -38.4% | 0.144% | |
| 11/7/2025 | Merit Financial Group LLC | 47,798 | $2.28M | 0.0% | -32.7% | 0.358% | |
| 11/7/2025 | JPMorgan Chase & Co. | 97,062 | $4.62M | 0.0% | +71.2% | 0.727% | |
| 11/7/2025 | Calton & Associates Inc. | 20,684 | $985K | 0.1% | +4.4% | 0.155% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 516,948 | $24.61M | 0.0% | +62.0% | 3.872% | |
| 11/6/2025 | Atria Investments Inc | 985,462 | $46.91M | 0.5% | +2.8% | 7.382% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 5,867 | $279K | 0.0% | N/A | 0.044% | |
| 11/6/2025 | Western Wealth Management LLC | 14,561 | $693K | 0.0% | N/A | 0.109% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 174,726 | $8.32M | 0.2% | +6.4% | 1.309% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 1,575,749 | $75.01M | 0.0% | +5.6% | 11.803% | |
| 11/4/2025 | Comprehensive Wealth Management LLC | 455,928 | $21.70M | 15.4% | -12.8% | 3.415% | |
| 11/4/2025 | Jones Financial Companies Lllp | 3,175 | $151K | 0.0% | +96.7% | 0.024% | |
| 11/4/2025 | Flaharty Asset Management LLC | 639,164 | $30.43M | 3.9% | N/A | 4.788% | |
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| 11/4/2025 | Independent Advisor Alliance | 18,004 | $857K | 0.0% | +12.2% | 0.135% | |
| 11/3/2025 | Golden State Wealth Management LLC | 18,770 | $893K | 0.1% | -17.5% | 0.141% | |
| 11/3/2025 | AE Wealth Management LLC | 17,152 | $816K | 0.0% | +62.6% | 0.128% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 110,060 | $5.24M | 0.0% | +9.7% | 0.837% | |
| 10/29/2025 | Partners Wealth Management LLC | 20,630 | $982K | 1.0% | -2.6% | 0.157% | |
| 10/28/2025 | Morey & Quinn Wealth Partners LLC | 5,766 | $274K | 0.2% | +5.2% | 0.044% | |
| 10/27/2025 | Retirement Planning Group LLC | 113,557 | $5.41M | 0.2% | N/A | 0.867% | |
| 10/22/2025 | D.A. Davidson & CO. | 84,753 | $4.03M | 0.0% | +0.4% | 0.610% | |
| 10/20/2025 | Merit Financial Group LLC | 47,797 | $2.28M | 0.0% | -32.7% | 0.344% | |
| 10/15/2025 | Southland Equity Partners LLC | 20,950 | $997K | 0.2% | +7.3% | 0.164% | |