| 5/1/2026 | Sovran Advisors LLC | 47,913 | $3.31M | 0.3% | -21.1% | 0.560% | |
| 4/30/2026 | Kestra Advisory Services LLC | 13,847 | $906K | 0.0% | +249.1% | 0.165% | |
| 4/23/2026 | Networth Advisors LLC | 48,961 | $3.20M | 2.3% | +8.2% | 0.586% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 7,019 | $459K | 0.0% | +25.2% | 0.084% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 7,083 | $464K | 0.0% | N/A | 0.085% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 3,346 | $219K | 0.1% | N/A | 0.040% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 7,043 | $452K | 0.0% | N/A | 0.096% | |
| 2/17/2026 | Cetera Investment Advisers | 37,197 | $2.39M | 0.0% | +3.9% | 0.506% | |
| 2/17/2026 | Equitable Holdings Inc. | 15,606 | $1.00M | 0.0% | +1.2% | 0.212% | |
| 2/17/2026 | Osaic Holdings Inc. | 33,678 | $2.17M | 0.0% | -1.1% | 0.458% | |
|
| 2/17/2026 | Royal Bank of Canada | 2,689 | $173K | 0.0% | N/A | 0.037% | |
| 2/17/2026 | Bluedoor Private Wealth LLC | 9,569 | $614K | 0.3% | N/A | 0.130% | |
| 2/16/2026 | MML Investors Services LLC | 42,487 | $2.73M | 0.0% | +2.4% | 0.578% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,967 | $255K | 0.0% | N/A | 0.054% | |
| 2/13/2026 | Stifel Financial Corp | 137,500 | $8.83M | 0.0% | +1.1% | 1.871% | |
| 2/13/2026 | Peak Planning Group LLC | 19,481 | $1.25M | 0.4% | N/A | 0.265% | |
| 2/12/2026 | Jane Street Group LLC | 12,166 | $781K | 0.0% | -51.4% | 0.166% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 5,608 | $360K | 0.0% | N/A | 0.076% | |
| 2/11/2026 | LPL Financial LLC | 477,235 | $30.64M | 0.0% | +40.8% | 6.493% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 24,422 | $1.57M | 0.0% | +2.9% | 0.332% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 1,803 | $116K | 0.0% | N/A | 0.025% | |
| 2/6/2026 | Intellus Advisors LLC | 715,147 | $45.92M | 6.1% | +3.7% | 9.730% | |
| 2/6/2026 | IFP Advisors Inc | 28,167 | $1.81M | 0.0% | +0.8% | 0.383% | |
| 2/5/2026 | Wealth Advisors of Iowa LLC | 130,578 | $8.38M | 2.8% | +27.9% | 1.777% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 9,164 | $588K | 0.0% | +181.7% | 0.126% | |
| 2/4/2026 | Brio Consultants LLC | 6,688 | $429K | 0.1% | N/A | 0.092% | |
| 2/2/2026 | Benjamin Edwards Inc. | 9,621 | $618K | 0.0% | +8.0% | 0.132% | |
| 1/29/2026 | D.A. Davidson & CO. | 61,528 | $3.95M | 0.0% | +19.4% | 0.855% | |
| 1/26/2026 | AE Wealth Management LLC | 35,012 | $2.25M | 0.0% | -32.7% | 0.486% | |
| 1/23/2026 | Sunpointe LLC | 56,844 | $3.65M | 1.2% | +0.3% | 0.812% | |
| 1/22/2026 | Networth Advisors LLC | 45,266 | $2.91M | 2.1% | N/A | 0.647% | |
| 1/20/2026 | Sovran Advisors LLC | 60,762 | $4.02M | 0.3% | +7.8% | 0.868% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 228,553 | $14.68M | 0.7% | +1.6% | 3.265% | |
| 12/2/2025 | IFP Advisors Inc | 27,933 | $1.71M | 0.0% | +18.8% | 0.417% | |
| 11/17/2025 | Susquehanna International Group LLP | 7,845 | $481K | 0.0% | -57.1% | 0.117% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 23,728 | $1.46M | 0.0% | -30.8% | 0.354% | |
| 11/17/2025 | Citadel Advisors LLC | 21,891 | $1.34M | 0.0% | -71.8% | 0.327% | |
| 11/17/2025 | Bank of America Corp DE | 371,955 | $22.82M | 0.0% | +0.5% | 5.552% | |
| 11/14/2025 | Creative Planning | 3,280 | $201K | 0.0% | N/A | 0.049% | |
| 11/14/2025 | Raymond James Financial Inc. | 124,662 | $7.65M | 0.0% | +98.6% | 1.861% | |
|
| 11/14/2025 | Equitable Holdings Inc. | 15,418 | $946K | 0.0% | +191.5% | 0.230% | |
| 11/13/2025 | Intellus Advisors LLC | 689,690 | $42.31M | 5.8% | +10.0% | 10.294% | |
| 11/12/2025 | American Century Companies Inc. | 1,189,677 | $72.99M | 0.0% | -10.8% | 17.756% | |
| 11/7/2025 | Synovus Financial Corp | 33,123 | $2.03M | 0.0% | +2.7% | 0.494% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 3,253 | $200K | 0.0% | -15.7% | 0.049% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 224,851 | $13.80M | 0.7% | -1.8% | 3.356% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 1,760,564 | $108.01M | 0.0% | +1.7% | 26.277% | |
| 11/3/2025 | AE Wealth Management LLC | 51,997 | $3.19M | 0.0% | +35.1% | 0.776% | |
| 10/31/2025 | Sovran Advisors LLC | 56,390 | $3.49M | 0.3% | +48.6% | 0.842% | |
| 10/23/2025 | Benjamin Edwards Inc. | 8,909 | $547K | 0.0% | +26.5% | 0.133% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 22,535 | $1.38M | 0.1% | +70.7% | 0.336% | |
| 10/22/2025 | D.A. Davidson & CO. | 51,518 | $3.16M | 0.0% | +25.3% | 0.769% | |
| 10/9/2025 | Astoria Portfolio Advisors LLC. | 5,509 | $342K | 0.1% | -3.8% | 0.082% | |
| 9/4/2025 | Osaic Holdings Inc. | 32,394 | $1.89M | 0.0% | +3.4% | 0.491% | |
| 8/15/2025 | MML Investors Services LLC | 46,563 | $2.71M | 0.0% | +158.7% | 0.706% | |
| 8/15/2025 | Benjamin Edwards Inc. | 7,045 | $410K | 0.0% | +17.1% | 0.107% | |
| 8/15/2025 | Bank of America Corp DE | 369,961 | $21.55M | 0.0% | +6.8% | 5.605% | |
| 8/14/2025 | Jane Street Group LLC | 165,071 | $9.62M | 0.0% | +328.1% | 2.501% | |
| 8/14/2025 | Raymond James Financial Inc. | 62,772 | $3.66M | 0.0% | +18.6% | 0.951% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 34,280 | $2.00M | 0.0% | +48.8% | 0.519% | |
| 8/12/2025 | Intellus Advisors LLC | 626,923 | $36.52M | 5.4% | +175.3% | 9.499% | |
| 8/12/2025 | American Century Companies Inc. | 1,333,892 | $77.70M | 0.0% | +1.0% | 20.210% | |
| 8/8/2025 | Cetera Investment Advisers | 3,811 | $222K | 0.0% | N/A | 0.058% | |
| 8/6/2025 | AE Wealth Management LLC | 38,484 | $2.24M | 0.0% | +219.1% | 0.583% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,730,812 | $100.82M | 0.0% | +98.3% | 26.224% | |
| 7/30/2025 | D.A. Davidson & CO. | 41,117 | $2.40M | 0.0% | N/A | 0.623% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 228,930 | $13.34M | 0.7% | +5.0% | 3.469% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 7,503 | $437K | 0.0% | +10.7% | 0.114% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 5,724 | $340K | 0.1% | +5.8% | 0.087% | |
| 7/25/2025 | Tranquility Partners LLC | 4,496 | $262K | 0.1% | +7.3% | 0.068% | |
| 7/24/2025 | IFP Advisors Inc | 23,513 | $1.37M | 0.0% | +1,667.9% | 0.356% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,858 | $225K | 0.0% | N/A | 0.058% | |
| 7/10/2025 | Sovran Advisors LLC | 37,952 | $2.21M | 0.2% | +192.1% | 0.579% | |
| 5/19/2025 | Jane Street Group LLC | 38,555 | $2.00M | 0.0% | +332.1% | 0.688% | |
| 5/14/2025 | Synovus Financial Corp | 34,854 | $1.81M | 0.0% | -0.7% | 0.622% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 23,035 | $1.19M | 0.0% | +2.3% | 0.411% | |
| 5/13/2025 | American Century Companies Inc. | 1,320,078 | $68.41M | 0.0% | -3.1% | 23.573% | |
| 5/12/2025 | Benjamin Edwards Inc. | 6,015 | $312K | 0.0% | N/A | 0.107% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,780 | $351K | 0.0% | +29.0% | 0.121% | |
| 5/7/2025 | Sunpointe LLC | 56,646 | $2.94M | 1.6% | -0.5% | 1.012% | |
| 5/7/2025 | LPL Financial LLC | 256,972 | $13.32M | 0.0% | +6.8% | 5.244% | |
| 5/7/2025 | Intellus Advisors LLC | 227,717 | $11.80M | 2.1% | N/A | 4.647% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 30,952 | $1.60M | 0.0% | +7.7% | 0.632% | |
| 5/6/2025 | AE Wealth Management LLC | 12,059 | $625K | 0.0% | +45.9% | 0.246% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 4,282 | $222K | 0.1% | N/A | 0.087% | |
| 5/5/2025 | IFP Advisors Inc | 1,330 | $69K | 0.0% | N/A | 0.027% | |
| 5/1/2025 | Park Square Financial Group LLC | 477 | $25K | 0.0% | N/A | 0.010% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 217,983 | $11.30M | 0.6% | N/A | 4.449% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 872,812 | $45.23M | 0.0% | -44.3% | 17.812% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 5,412 | $285K | 0.1% | N/A | 0.110% | |
|
| 4/24/2025 | Tranquility Partners LLC | 4,191 | $217K | 0.1% | N/A | 0.086% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 5,551 | $288K | 0.2% | -5.5% | 0.113% | |
| 4/17/2025 | Stewardship Advisors LLC | 8,926 | $463K | 0.1% | -50.9% | 0.182% | |
| 2/17/2025 | Citadel Advisors LLC | 38,209 | $1.83M | 0.0% | N/A | 0.822% | |
| 2/17/2025 | Bank of America Corp DE | 340,600 | $16.29M | 0.0% | +10.2% | 7.325% | |
| 2/14/2025 | Jane Street Group LLC | 8,922 | $427K | 0.0% | -61.4% | 0.192% | |
| 2/14/2025 | MML Investors Services LLC | 36,905 | $1.77M | 0.0% | +22.9% | 0.794% | |
| 2/13/2025 | Raymond James Financial Inc. | 56,386 | $2.70M | 0.0% | N/A | 1.213% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,566,497 | $74.93M | 0.0% | +2.2% | 33.688% | |
| 2/11/2025 | LPL Financial LLC | 240,636 | $11.51M | 0.0% | -5.6% | 5.175% | |