| 7/10/2026 | Heck Capital Advisors LLC | 436,199 | $18.88M | 1.1% | +1.5% | 0.327% | |
| 7/10/2026 | Dagco Inc. | 180,123 | $7.80M | 1.4% | +40.6% | 0.135% | |
| 7/10/2026 | KWB Wealth | 635,710 | $27.51M | 2.4% | +30.5% | 0.477% | |
| 7/10/2026 | Community Financial Services Group LLC | 1,443 | $63K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | Paladin Wealth LLC | 93,151 | $4.03M | 2.3% | +9.8% | 0.070% | |
| 7/9/2026 | Whitaker Myers Wealth Managers LTD. | 236,456 | $10.23M | 1.7% | +12.4% | 0.177% | |
| 7/8/2026 | Gradient Investments LLC | 2,411,318 | $104.36M | 1.4% | +3.9% | 1.809% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 33,307 | $1.44M | 0.5% | +4.4% | 0.025% | |
| 7/7/2026 | Fermata Advisors LLC | 94,482 | $4.09M | 0.8% | -1.4% | 0.071% | |
| 7/6/2026 | RDA Financial Network | 108,521 | $4.70M | 1.0% | +3.6% | 0.081% | |
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| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 243,577 | $9.50M | 0.4% | +12.4% | 0.190% | |
| 5/19/2026 | Western Wealth Management LLC | 136,806 | $5.33M | 0.2% | +2.1% | 0.107% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 66,813 | $2.60M | 0.8% | +11.3% | 0.052% | |
| 5/19/2026 | Bank of America Corp DE | 5,647,736 | $220.15M | 0.0% | -6.5% | 4.405% | |
| 5/19/2026 | Centaurus Financial Inc. | 470,217 | $18.33M | 0.9% | +16.7% | 0.367% | |
| 5/18/2026 | Royal Bank of Canada | 1,173,365 | $45.74M | 0.0% | +43.0% | 0.915% | |
| 5/15/2026 | Stadion Money Management LLC | 811,668 | $31.64M | 3.2% | N/A | 0.633% | |
| 5/13/2026 | Cetera Investment Advisers | 1,432,489 | $55.84M | 0.1% | +8.7% | 1.117% | |
| 5/7/2026 | Scarborough Advisors LLC | 538,183 | $20.98M | 2.3% | +0.4% | 0.420% | |
| 5/6/2026 | Aire Advisors LLC | 6,399 | $249K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | Sigma Planning Corp | 14,891 | $580K | 0.0% | N/A | 0.012% | |
| 5/4/2026 | HBW Advisory Services LLC | 22,660 | $883K | 0.1% | -17.5% | 0.018% | |
| 5/4/2026 | First Growth Capital LLC | 55,684 | $2.19M | 2.0% | +1.4% | 0.043% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 337,045 | $13.14M | 2.4% | +18.2% | 0.263% | |
| 5/1/2026 | Sovran Advisors LLC | 112,619 | $4.75M | 0.4% | +6.0% | 0.088% | |
| 4/30/2026 | Mason & Associates Inc | 1,033,768 | $39.23M | 7.6% | -0.1% | 0.804% | |
| 4/30/2026 | Kestra Advisory Services LLC | 372,885 | $14.54M | 0.1% | +12.3% | 0.290% | |
| 4/30/2026 | IAG Wealth Partners LLC | 337,988 | $13.18M | 1.5% | +8.0% | 0.263% | |
| 4/29/2026 | Richmond Investment Services LLC | 68,635 | $2.68M | 0.4% | +1.1% | 0.053% | |
| 4/28/2026 | Bogart Wealth LLC | 2,286,664 | $89.13M | 3.4% | +2.0% | 1.780% | |
| 4/27/2026 | World Investment Advisors | 187,686 | $7.32M | 0.1% | +12.8% | 0.147% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 139,739 | $5.30M | 1.8% | +1.1% | 0.110% | |
| 4/27/2026 | Private Advisor Group LLC | 176,455 | $6.88M | 0.0% | +10.6% | 0.138% | |
| 4/27/2026 | Three Cord True Wealth Management LLC | 665,786 | $25.95M | 14.4% | +5.3% | 0.522% | |
| 4/25/2026 | Axis Wealth Partners LLC | 36,466 | $1.42M | 0.8% | -1.9% | 0.029% | |
| 4/25/2026 | KPP Advisory Services LLC | 64,521 | $2.52M | 0.4% | -4.3% | 0.051% | |
| 4/24/2026 | Essex Financial Services Inc. | 422,201 | $16.46M | 0.9% | +18.2% | 0.331% | |
| 4/24/2026 | Barnes Pettey Financial Advisors LLC | 5,273 | $206K | 0.1% | N/A | 0.004% | |
| 4/23/2026 | Apollon Financial LLC | 6,103 | $238K | 0.0% | N/A | 0.005% | |
| 4/23/2026 | Riverbend Wealth Management LLC | 23,725 | $925K | 0.5% | +3.3% | 0.019% | |
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| 4/22/2026 | Janney Montgomery Scott LLC | 125,153 | $4.88M | 0.0% | +311.9% | 0.098% | |
| 4/21/2026 | Retirement Planning Group LLC NY | 145,349 | $5.67M | 3.7% | +18.9% | 0.118% | |
| 4/21/2026 | Balance Wealth LLC | 9,346 | $364K | 0.1% | -75.2% | 0.008% | |
| 4/21/2026 | Dagco Inc. | 128,106 | $4.99M | 1.1% | +8.8% | 0.104% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 83,705 | $3.26M | 0.2% | +4.6% | 0.068% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 417,569 | $16.28M | 0.2% | +10.3% | 0.339% | |
| 4/16/2026 | Paladin Wealth LLC | 84,839 | $3.31M | 2.3% | +10.8% | 0.069% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 14,799 | $577K | 0.0% | +15.6% | 0.012% | |
| 3/13/2026 | World Investment Advisors | 166,365 | $6.79M | 0.1% | +7.9% | 0.136% | |
| 2/23/2026 | Drake & Associates LLC | 1,006,402 | $41.10M | 8.2% | +8.7% | 0.820% | |
| 2/19/2026 | First Growth Capital LLC | 54,916 | $2.27M | 2.2% | N/A | 0.045% | |
| 2/18/2026 | Raymond James Financial Inc. | 4,920,987 | $200.97M | 0.1% | +21.5% | 4.011% | |
| 2/18/2026 | NewEdge Advisors LLC | 13,639 | $557K | 0.0% | +48.1% | 0.011% | |
| 2/17/2026 | Scarborough Advisors LLC | 535,940 | $21.89M | 3.7% | +1.6% | 0.437% | |
| 2/17/2026 | Cetera Investment Advisers | 1,317,232 | $53.80M | 0.1% | +13.0% | 1.074% | |
| 2/17/2026 | Equitable Holdings Inc. | 35,368 | $1.44M | 0.0% | +17.2% | 0.029% | |
| 2/17/2026 | Osaic Holdings Inc. | 2,773,915 | $113.32M | 0.2% | +202.1% | 2.261% | |
| 2/17/2026 | Advisory Services Network LLC | 8,423 | $344K | 0.0% | -86.1% | 0.007% | |
| 2/17/2026 | Private Advisor Group LLC | 159,572 | $6.52M | 0.0% | +19.8% | 0.130% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 7,670 | $313K | 0.0% | N/A | 0.006% | |
| 2/17/2026 | &PARTNERS | 23,220 | $948K | 0.0% | +6.6% | 0.019% | |
| 2/17/2026 | Royal Bank of Canada | 820,314 | $33.50M | 0.0% | +36.6% | 0.669% | |
| 2/16/2026 | MML Investors Services LLC | 587,439 | $23.99M | 0.1% | +45.2% | 0.479% | |
| 2/16/2026 | Mariner LLC | 79,212 | $3.24M | 0.0% | -4.4% | 0.065% | |
| 2/16/2026 | Arax Advisory Partners | 2,306 | $94K | 0.0% | -13.8% | 0.002% | |
| 2/13/2026 | Kestra Advisory Services LLC | 331,935 | $13.56M | 0.1% | +6.9% | 0.271% | |
| 2/13/2026 | Visionary Wealth Advisors | 8,044 | $329K | 0.0% | N/A | 0.007% | |
| 2/13/2026 | Stifel Financial Corp | 321,013 | $13.11M | 0.0% | +8.0% | 0.262% | |
| 2/13/2026 | Safe Harbor Wealth Advisors LLC | 7,876 | $319K | 0.3% | N/A | 0.006% | |
| 2/13/2026 | Morgan Stanley | 5,215,842 | $213.02M | 0.0% | +32.0% | 4.251% | |
| 2/13/2026 | A4 Wealth Advisors LLC | 24,934 | $1.02M | 0.9% | -26.1% | 0.020% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 5,175 | $211K | 0.0% | -18.6% | 0.004% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 6,279 | $256K | 0.0% | N/A | 0.005% | |
| 2/13/2026 | Denver Wealth Management Inc. | 29,922 | $1.22M | 0.4% | +4.4% | 0.024% | |
| 2/13/2026 | Alchemi Wealth LLC | 109,047 | $4.45M | 2.4% | N/A | 0.089% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,096,766 | $85.63M | 0.0% | +12.9% | 1.709% | |
| 2/13/2026 | Summit Financial LLC | 20,580 | $840K | 0.0% | +11.2% | 0.017% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 6,965 | $284K | 0.0% | N/A | 0.006% | |
| 2/12/2026 | Richmond Investment Services LLC | 67,885 | $2.77M | 0.5% | +3.8% | 0.055% | |
| 2/12/2026 | Retirement Management Systems Inc. | 411,589 | $16.81M | 4.3% | N/A | 0.335% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 3,283,916 | $134.12M | 0.2% | +19.5% | 2.676% | |
| 2/12/2026 | Renaissance Technologies LLC | 28,200 | $1.15M | 0.0% | -22.0% | 0.023% | |
| 2/12/2026 | Mark Sheptoff Financial Planning LLC | 886 | $36K | 0.0% | +130.1% | 0.001% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 117,457 | $4.80M | 0.0% | +19.1% | 0.096% | |
| 2/12/2026 | Principal Securities Inc. | 41,134 | $1.68M | 0.0% | +50.8% | 0.034% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 14,848 | $606K | 0.0% | +8.4% | 0.012% | |
| 2/12/2026 | Mattson Financial Services LLC | 60,439 | $2.47M | 0.6% | -5.3% | 0.049% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 30,388 | $1.24M | 0.0% | +54.8% | 0.025% | |
| 2/11/2026 | Paragon Private Wealth Management LLC | 60,004 | $2.45M | 0.8% | -2.7% | 0.049% | |
| 2/11/2026 | LPL Financial LLC | 17,374,371 | $709.57M | 0.2% | +26.6% | 14.160% | |
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| 2/11/2026 | JPMorgan Chase & Co. | 821,597 | $33.55M | 0.0% | +13.1% | 0.670% | |
| 2/11/2026 | Spectrum Wealth Advisory Group LLC | 816,228 | $33.34M | 12.3% | -0.2% | 0.665% | |
| 2/10/2026 | PCA Investment Advisory Services Inc. | 18,918 | $773K | 0.3% | +8.3% | 0.015% | |
| 2/10/2026 | Natixis Advisors LLC | 10,090 | $412K | 0.0% | N/A | 0.008% | |
| 2/10/2026 | IAG Wealth Partners LLC | 313,041 | $12.79M | 1.5% | +2.6% | 0.255% | |
| 2/10/2026 | Essex Financial Services Inc. | 357,115 | $14.59M | 0.8% | +20.7% | 0.291% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 168,505 | $6.88M | 0.0% | +33.3% | 0.137% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 35,217 | $1.44M | 0.1% | +10.8% | 0.029% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 4,950 | $202K | 0.0% | N/A | 0.004% | |
| 2/9/2026 | Fidelis Capital Partners LLC | 64,315 | $2.63M | 0.2% | +26.0% | 0.052% | |