| 7/10/2026 | GenWealth Group Inc. | 134,981 | $13.06M | 2.0% | -3.6% | 0.090% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 84,860 | $8.21M | 0.2% | -1.0% | 0.056% | |
| 7/9/2026 | Focus Financial Network Inc. | 599,844 | $58.04M | 1.8% | +0.1% | 0.398% | |
| 7/9/2026 | Client First Investment Management LLC | 23,771 | $2.30M | 1.0% | N/A | 0.016% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 25,853 | $2.50M | 0.3% | +29.4% | 0.017% | |
| 7/7/2026 | Balefire LLC | 4,837 | $468K | 0.1% | -25.3% | 0.003% | |
| 5/14/2026 | Modern Wealth Management LLC | 12,934 | $808K | 0.0% | -7.1% | 0.009% | |
| 5/14/2026 | Lido Advisors LLC | 16,586 | $1.01M | 0.0% | +118.2% | 0.011% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 5,151 | $314K | 0.0% | N/A | 0.003% | |
| 5/8/2026 | Dale Q Rice Investment Management Ltd | 247,938 | $15.12M | 11.5% | +3.5% | 0.167% | |
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| 5/7/2026 | Legacy Wealth Managment LLC ID | 1,252 | $76K | 0.0% | -92.9% | 0.001% | |
| 5/7/2026 | Balefire LLC | 6,476 | $395K | 0.1% | +20.0% | 0.004% | |
| 5/6/2026 | Main Street Group LTD | 1,030,565 | $62.86M | 18.5% | -0.8% | 0.696% | |
| 5/6/2026 | Clearstead Trust LLC | 733,841 | $44.76M | 7.3% | +0.3% | 0.495% | |
| 5/6/2026 | SteelPeak Wealth LLC | 49,020 | $2.99M | 0.1% | -6.1% | 0.033% | |
| 5/6/2026 | Independent Financial Group LLC | 8,988 | $548K | 0.0% | N/A | 0.006% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,393 | $207K | 0.0% | -14.1% | 0.002% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 84,633 | $5.16M | 0.3% | -2.4% | 0.057% | |
| 5/4/2026 | HBW Advisory Services LLC | 12,173 | $743K | 0.1% | +23.9% | 0.008% | |
| 5/4/2026 | Procyon Advisors LLC | 13,500 | $824K | 0.0% | N/A | 0.009% | |
| 5/2/2026 | Castleview Partners LLC | 21,717 | $1.33M | 0.7% | -23.8% | 0.015% | |
| 5/1/2026 | AlpenGlobal Capital LLC | 20,941 | $1.28M | 0.8% | N/A | 0.014% | |
| 4/30/2026 | Kestra Advisory Services LLC | 10,034 | $612K | 0.0% | -52.8% | 0.007% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 10,431 | $636K | 0.0% | +1.8% | 0.007% | |
| 4/28/2026 | Latitude Advisors LLC | 41,336 | $2.52M | 1.2% | +50.6% | 0.028% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 1,086 | $66K | 0.0% | N/A | 0.001% | |
| 4/25/2026 | Innova Wealth Partners | 18,682 | $1.14M | 0.5% | -18.1% | 0.013% | |
| 4/23/2026 | Portus Wealth Advisors LLC | 422 | $26K | 0.0% | N/A | 0.000% | |
| 4/17/2026 | Krilogy Financial LLC | 2,719 | $166K | 0.0% | N/A | 0.002% | |
| 4/17/2026 | WealthBridge Capital Management LLC | 16,841 | $1.03M | 0.2% | +90.4% | 0.012% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 122,373 | $7.47M | 0.8% | +316.3% | 0.084% | |
| 4/17/2026 | James J. Burns & Company LLC | 5,145 | $314K | 0.0% | -9.5% | 0.004% | |
| 4/17/2026 | PMV Capital Advisers LLC | 31,902 | $1.95M | 3.3% | -4.2% | 0.022% | |
| 4/17/2026 | Brookstone Capital Management | 11,774 | $718K | 0.0% | +2.7% | 0.008% | |
| 4/16/2026 | CPR Investments Inc. | 7,505 | $496K | 0.3% | -40.8% | 0.005% | |
| 4/16/2026 | Founders Financial Securities LLC | 5,478 | $334K | 0.0% | N/A | 0.004% | |
| 3/13/2026 | World Investment Advisors | 4,116 | $290K | 0.0% | N/A | 0.003% | |
| 3/9/2026 | Corient Private Wealth LLC | 7,858 | $553K | 0.0% | +176.2% | 0.005% | |
| 2/26/2026 | Anchor Investment Management LLC | 3,480 | $245K | 0.0% | +100.0% | 0.002% | |
| 2/23/2026 | Monetary Solutions Ltd | 840 | $59K | 0.1% | N/A | 0.001% | |
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| 2/19/2026 | Connective Capital Management LLC | 105,918 | $7.46M | 4.4% | +100.0% | 0.071% | |
| 2/19/2026 | Corient Private Wealth LLC | 7,858 | $553K | 0.0% | +176.2% | 0.005% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 119,256 | $8.46M | 0.0% | +232.7% | 0.080% | |
| 2/18/2026 | Virtue Capital Management LLC | 11,112 | $779K | 0.0% | +69.2% | 0.007% | |
| 2/18/2026 | XTX Topco Ltd | 4,897 | $345K | 0.0% | N/A | 0.003% | |
| 2/18/2026 | Safe Harbor Fiduciary LLC | 6,508 | $458K | 0.4% | N/A | 0.004% | |
| 2/17/2026 | Appalachian Capital Management Ltd | 7,327 | $516K | 0.4% | N/A | 0.005% | |
| 2/17/2026 | Momentous Wealth Management Inc. | 3,043 | $214K | 0.1% | N/A | 0.002% | |
| 2/17/2026 | Wealth Watch Advisors INC | 4,920 | $346K | 0.1% | +95.6% | 0.003% | |
| 2/17/2026 | Jump Financial LLC | 91,687 | $6.46M | 0.1% | N/A | 0.062% | |
| 2/17/2026 | GeoWealth Management LLC | 24,183 | $1.70M | 0.1% | +102.9% | 0.016% | |
| 2/17/2026 | Osaic Holdings Inc. | 84,625 | $5.96M | 0.0% | +105.4% | 0.057% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 16,979 | $1.20M | 0.0% | +15.4% | 0.011% | |
| 2/17/2026 | American Alpha Advisors LLC | 6,604 | $465K | 0.3% | +100.0% | 0.004% | |
| 2/17/2026 | Royal Bank of Canada | 3,418 | $241K | 0.0% | +108.7% | 0.002% | |
| 2/17/2026 | Blair William & Co. IL | 3,272 | $230K | 0.0% | +100.0% | 0.002% | |
| 2/16/2026 | Mariner LLC | 66,332 | $4.67M | 0.0% | +90.2% | 0.045% | |
| 2/16/2026 | Focus Partners Wealth | 63,372 | $4.47M | 0.0% | +109.8% | 0.043% | |
| 2/16/2026 | Arax Advisory Partners | 35,192 | $2.48M | 0.1% | N/A | 0.024% | |
| 2/16/2026 | Barclays PLC | 1,422 | $100K | 0.0% | +84.7% | 0.001% | |
| 2/16/2026 | Apriem Advisors | 4,884 | $344K | 0.0% | +100.0% | 0.003% | |
| 2/13/2026 | CreativeOne Wealth LLC | 8,599 | $605K | 0.0% | +235.5% | 0.006% | |
| 2/13/2026 | Kestra Advisory Services LLC | 21,240 | $1.50M | 0.0% | +1,117.2% | 0.014% | |
| 2/13/2026 | Rosenblum Silverman Sutton S F Inc. CA | 7,615 | $536K | 0.1% | +100.0% | 0.005% | |
| 2/13/2026 | Advyzon Investment Management LLC | 6,424 | $452K | 0.1% | +181.1% | 0.004% | |
| 2/13/2026 | Focused Alpha LLC | 8,085 | $569K | 0.2% | N/A | 0.005% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 6,424 | $452K | 0.0% | +154.0% | 0.004% | |
| 2/13/2026 | Ieq Capital LLC | 31,144 | $2.19M | 0.0% | +100.0% | 0.021% | |
| 2/13/2026 | Vontobel Holding Ltd. | 35,739 | $2.52M | 0.0% | +76.1% | 0.024% | |
| 2/13/2026 | Wells Fargo & Company MN | 4,801 | $338K | 0.0% | +100.0% | 0.003% | |
| 2/13/2026 | Beck Capital Management LLC | 2,948 | $208K | 0.0% | N/A | 0.002% | |
| 2/13/2026 | Wealthspire Advisors LLC | 3,608 | $254K | 0.0% | +100.0% | 0.002% | |
| 2/12/2026 | FineMark National Bank & Trust | 5,180 | $365K | 0.0% | +100.0% | 0.003% | |
| 2/12/2026 | HRT Financial LP | 7,976 | $561K | 0.0% | N/A | 0.005% | |
| 2/12/2026 | Brooklyn Investment Group | 14,862 | $1.07M | 0.0% | N/A | 0.010% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 24,759 | $1.74M | 0.0% | +127.9% | 0.017% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 32,834 | $2.31M | 0.0% | +98.8% | 0.022% | |
| 2/12/2026 | Beacon Capital Management Inc. | 29,383 | $2.07M | 0.1% | +456.9% | 0.020% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,244 | $299K | 0.0% | +100.0% | 0.003% | |
| 2/12/2026 | Lbmc Investment Advisors LLC | 7,112 | $501K | 0.0% | +100.0% | 0.005% | |
| 2/12/2026 | Virtue Capital Management LLC | 11,112 | $779K | 0.0% | +69.2% | 0.007% | |
| 2/12/2026 | Mindset Wealth Management LLC | 14,028 | $988K | 0.3% | +100.0% | 0.009% | |
| 2/12/2026 | Parsonex Advisory Services Inc. | 19,236 | $1.35M | 0.9% | N/A | 0.013% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 6,618 | $466K | 0.0% | +100.0% | 0.004% | |
| 2/12/2026 | Betterment LLC | 9,988 | $703K | 0.0% | N/A | 0.007% | |
| 2/12/2026 | Bank of Montreal Can | 38,658 | $2.72M | 0.0% | +101.4% | 0.026% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 10,000 | $704K | 0.0% | +37.8% | 0.007% | |
| 2/12/2026 | Richmond Brothers Inc. | 29,152 | $2.05M | 1.3% | +394.9% | 0.020% | |
| 2/12/2026 | Group One Trading LLC | 13,820 | $973K | 0.0% | -32.1% | 0.009% | |
| 2/11/2026 | Legacy Capital Wealth Management LLC | 6,063 | $427K | 0.3% | N/A | 0.004% | |
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| 2/11/2026 | Outlook Wealth Advisors LLC | 3,664 | $258K | 0.1% | +100.0% | 0.002% | |
| 2/11/2026 | LPL Financial LLC | 141,071 | $9.93M | 0.0% | +125.1% | 0.095% | |
| 2/11/2026 | Tradition Wealth Management LLC | 4,000 | $282K | 0.0% | +100.0% | 0.003% | |
| 2/11/2026 | Parallel Advisors LLC | 923 | $65K | 0.0% | +100.2% | 0.001% | |
| 2/11/2026 | Spectrum Wealth Advisory Group LLC | 8,360 | $589K | 0.2% | +100.0% | 0.006% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 2,937 | $207K | 0.0% | N/A | 0.002% | |
| 2/11/2026 | Vise Technologies Inc. | 5,269 | $371K | 0.0% | +100.0% | 0.004% | |
| 2/10/2026 | Cibc World Market Inc. | 59,558 | $4.19M | 0.0% | +100.0% | 0.040% | |
| 2/10/2026 | AmeriServ Wealth Advisors | 14,075 | $991K | 0.6% | +86.2% | 0.009% | |
| 2/10/2026 | Hilltop Partners LLC | 4,672 | $329K | 0.1% | +100.0% | 0.003% | |