| 6/18/2026 | Western Wealth Management LLC | 2,797 | $352K | 0.0% | +11.3% | 0.021% | |
| 6/16/2026 | Empowered Funds LLC | 8,984 | $1.13M | 0.0% | -18.4% | 0.069% | |
| 6/3/2026 | NewEdge Advisors LLC | 6,632 | $835K | 0.0% | +2,227.0% | 0.051% | |
| 6/1/2026 | First Nebraska Trust Co | 1,844 | $232K | 0.0% | N/A | 0.014% | |
| 5/26/2026 | Glenmede Trust Co. NA | 5,842 | $736K | 0.0% | -9.3% | 0.045% | |
| 5/19/2026 | Western Wealth Management LLC | 2,797 | $352K | 0.0% | +11.3% | 0.021% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 2,834 | $357K | 0.1% | -2.6% | 0.022% | |
| 5/19/2026 | NewEdge Advisors LLC | 6,347 | $799K | 0.0% | +2,127.0% | 0.049% | |
| 5/19/2026 | Bank of America Corp DE | 442,993 | $55.79M | 0.0% | +1.4% | 3.397% | |
| 5/19/2026 | Claris Financial LLC | 6,826 | $860K | 0.5% | +14.7% | 0.052% | |
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| 5/18/2026 | Sunbelt Securities Inc. | 417 | $53K | 0.0% | N/A | 0.003% | |
| 5/18/2026 | Royal Bank of Canada | 115,371 | $14.53M | 0.0% | -9.2% | 0.885% | |
| 5/18/2026 | Empowered Funds LLC | 8,984 | $1.13M | 0.0% | -18.4% | 0.069% | |
| 5/16/2026 | Quantinno Capital Management LP | 4,031 | $508K | 0.0% | N/A | 0.031% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 3,300 | $416K | 0.0% | N/A | 0.025% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 7,342 | $925K | 0.0% | +98.4% | 0.056% | |
| 5/15/2026 | Waverly Advisors LLC | 8,854 | $1.12M | 0.0% | +1.9% | 0.068% | |
| 5/14/2026 | Alamar Capital Management LLC | 2,250 | $283K | 0.2% | N/A | 0.017% | |
| 5/14/2026 | Lido Advisors LLC | 1,777 | $224K | 0.0% | -32.4% | 0.014% | |
| 5/13/2026 | Cetera Investment Advisers | 66,501 | $8.37M | 0.0% | +23.1% | 0.510% | |
| 5/13/2026 | Envision Financial Transparency LLC | 7,664 | $965K | 0.9% | N/A | 0.059% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 6,608 | $832K | 0.0% | -2.2% | 0.051% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,155 | $145K | 0.0% | N/A | 0.009% | |
| 5/7/2026 | Hershey Financial Advisers LLC | 3,720 | $468K | 0.4% | -55.0% | 0.029% | |
| 5/6/2026 | Assetmark Inc. | 1,037 | $131K | 0.0% | +111.6% | 0.008% | |
| 5/6/2026 | Fiscal Wisdom Wealth Management LLC | 10,911 | $1.37M | 1.3% | -0.7% | 0.084% | |
| 5/5/2026 | Harmony Asset Management LLC | 6,471 | $815K | 0.2% | +2.1% | 0.050% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,699 | $214K | 0.0% | -9.3% | 0.013% | |
| 5/5/2026 | Ethos Financial Group LLC | 56,291 | $7.09M | 0.5% | N/A | 0.432% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 35,139 | $4.43M | 0.1% | -1.9% | 0.269% | |
| 5/1/2026 | Fifth Third Bancorp | 15,478 | $1.95M | 0.0% | +2,995.6% | 0.119% | |
| 4/30/2026 | Kestra Advisory Services LLC | 116,579 | $14.68M | 0.1% | +8.2% | 0.894% | |
| 4/29/2026 | Signet Private Wealth LLC | 2,033 | $256K | 0.2% | N/A | 0.016% | |
| 4/27/2026 | PFG Investments LLC | 3,684 | $464K | 0.0% | +17.8% | 0.029% | |
| 4/27/2026 | World Investment Advisors | 12,667 | $1.60M | 0.0% | N/A | 0.100% | |
| 4/27/2026 | Private Advisor Group LLC | 101,943 | $12.84M | 0.1% | +12.8% | 0.801% | |
| 4/25/2026 | Blue Capital Inc. | 13,761 | $1.73M | 1.1% | -33.5% | 0.108% | |
| 4/25/2026 | Keybank National Association OH | 9,930 | $1.25M | 0.0% | -1.0% | 0.078% | |
| 4/25/2026 | Center for Wealth Management Advisory | 209,950 | $26.44M | 19.0% | -0.3% | 1.652% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 265 | $33K | 0.0% | -78.6% | 0.002% | |
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| 4/24/2026 | Prism Advisors Inc. | 14,309 | $1.80M | 0.5% | -3.2% | 0.113% | |
| 4/23/2026 | Balanced Wealth Group LLC | 17,363 | $2.19M | 0.8% | -0.5% | 0.137% | |
| 4/23/2026 | Capital Investment Counsel LLC | 90,881 | $11.45M | 1.6% | -1.5% | 0.715% | |
| 4/23/2026 | Apollon Wealth Management LLC | 12,395 | $1.56M | 0.0% | -1.9% | 0.098% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 10,701 | $1.35M | 0.0% | +30.5% | 0.084% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 2,569 | $324K | 0.3% | +33.9% | 0.020% | |
| 4/21/2026 | Balance Wealth LLC | 1,626 | $205K | 0.1% | N/A | 0.013% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 5,437 | $685K | 0.0% | +1.9% | 0.043% | |
| 4/20/2026 | RFG Advisory LLC | 9,806 | $1.24M | 0.0% | N/A | 0.077% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 2,023 | $255K | 0.1% | -6.0% | 0.016% | |
| 4/16/2026 | Founders Financial Securities LLC | 11,083 | $1.51M | 0.1% | +55.8% | 0.088% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 3,781 | $476K | 0.0% | -3.8% | 0.030% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 48,050 | $6.11M | 0.0% | +22.7% | 0.424% | |
| 3/9/2026 | Corient Private Wealth LLC | 1,595 | $203K | 0.0% | N/A | 0.014% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 1,581 | $201K | 0.0% | N/A | 0.014% | |
| 2/25/2026 | MidFirst Bank | 246 | $31K | 0.0% | N/A | 0.002% | |
| 2/23/2026 | Blue Capital Inc. | 20,704 | $2.63M | 1.9% | +74.2% | 0.183% | |
| 2/19/2026 | Claris Financial LLC | 5,952 | $757K | 0.4% | N/A | 0.053% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 6,053 | $769K | 0.0% | +194.8% | 0.053% | |
| 2/19/2026 | Corient Private Wealth LLC | 1,594 | $203K | 0.0% | N/A | 0.014% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 14,381 | $1.83M | 0.0% | -0.8% | 0.127% | |
| 2/18/2026 | Hershey Financial Advisers LLC | 8,259 | $1.05M | 0.9% | N/A | 0.073% | |
| 2/18/2026 | Empowered Funds LLC | 11,009 | $1.40M | 0.0% | N/A | 0.097% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 1,410 | $179K | 0.1% | N/A | 0.012% | |
| 2/18/2026 | Maia Wealth LLC | 6,070 | $810K | 0.1% | +14.9% | 0.054% | |
| 2/18/2026 | IHT Wealth Management LLC | 11,724 | $1.49M | 0.0% | -3.7% | 0.103% | |
| 2/17/2026 | Cetera Investment Advisers | 54,023 | $6.87M | 0.0% | +4.0% | 0.477% | |
| 2/17/2026 | Equitable Holdings Inc. | 29,098 | $3.70M | 0.0% | +0.3% | 0.257% | |
| 2/17/2026 | Regal Investment Advisors LLC | 87,673 | $11.14M | 0.7% | +0.2% | 0.774% | |
| 2/17/2026 | Osaic Holdings Inc. | 58,819 | $7.48M | 0.0% | -11.9% | 0.519% | |
| 2/17/2026 | Private Advisor Group LLC | 90,337 | $11.48M | 0.1% | -1.6% | 0.797% | |
| 2/17/2026 | Captrust Financial Advisors | 70,564 | $8.97M | 0.0% | -0.6% | 0.623% | |
| 2/17/2026 | &PARTNERS | 2,150 | $273K | 0.0% | -9.7% | 0.019% | |
| 2/17/2026 | Blair William & Co. IL | 4,700 | $597K | 0.0% | +26.6% | 0.041% | |
| 2/17/2026 | Royal Bank of Canada | 126,993 | $16.14M | 0.0% | -1.6% | 1.121% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 4,925 | $626K | 0.1% | -2.5% | 0.043% | |
| 2/16/2026 | Tobias Financial Advisors Inc. | 16,217 | $2.06M | 0.3% | -19.5% | 0.143% | |
| 2/16/2026 | MML Investors Services LLC | 47,119 | $5.99M | 0.0% | +29.2% | 0.416% | |
| 2/16/2026 | Mariner LLC | 48,561 | $6.17M | 0.0% | -2.4% | 0.429% | |
| 2/16/2026 | Arax Advisory Partners | 549 | $70K | 0.0% | -74.8% | 0.005% | |
| 2/13/2026 | Kestra Advisory Services LLC | 107,705 | $13.69M | 0.1% | +18.7% | 0.951% | |
| 2/13/2026 | Stifel Financial Corp | 11,285 | $1.43M | 0.0% | -12.9% | 0.100% | |
| 2/13/2026 | Morgan Stanley | 822,431 | $104.54M | 0.0% | -0.9% | 7.259% | |
| 2/13/2026 | Arkadios Wealth Advisors | 2,074 | $264K | 0.0% | -28.4% | 0.018% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 17,332 | $2.20M | 0.0% | -6.3% | 0.153% | |
| 2/13/2026 | Wells Fargo & Company MN | 124,827 | $15.87M | 0.0% | +1.4% | 1.102% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 10,457 | $1.33M | 0.0% | +87.7% | 0.092% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 113,913 | $14.48M | 0.0% | +5.4% | 1.005% | |
| 2/12/2026 | JPL Wealth Management LLC | 36,032 | $4.58M | 1.1% | -6.9% | 0.318% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 10,010 | $1.27M | 0.0% | -1.5% | 0.088% | |
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| 2/12/2026 | Principal Securities Inc. | 2,690 | $342K | 0.0% | -2.7% | 0.024% | |
| 2/12/2026 | Forge Financial Services LLC | 39,519 | $5.02M | 2.1% | +0.3% | 0.349% | |
| 2/11/2026 | Empowered Funds LLC | 11,009 | $1.40M | 0.0% | N/A | 0.097% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 8,202 | $1.04M | 0.0% | +19.6% | 0.072% | |
| 2/11/2026 | LPL Financial LLC | 1,371,487 | $174.33M | 0.0% | +10.6% | 12.105% | |
| 2/11/2026 | Wharton Business Group LLC | 163,944 | $20.84M | 0.8% | -1.5% | 1.447% | |
| 2/11/2026 | OneAscent Financial Services LLC | 36,889 | $4.69M | 0.4% | +14.8% | 0.326% | |
| 2/11/2026 | Shared Vision Wealth Group LLC | 1,519 | $204K | 0.1% | N/A | 0.013% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 106,532 | $13.54M | 0.0% | +18.4% | 0.940% | |
| 2/10/2026 | Founders Financial Securities LLC | 7,114 | $904K | 0.1% | +9.5% | 0.063% | |