| 6/4/2026 | Midwest Financial Network LLC | 3,577 | $384K | 0.3% | N/A | 0.022% | |
| 6/3/2026 | NewEdge Advisors LLC | 44,112 | $4.74M | 0.0% | +133,572.7% | 0.268% | |
| 5/22/2026 | Verus Capital Partners LLC | 8,537 | $917K | 0.1% | +56.5% | 0.052% | |
| 5/20/2026 | RMR Capital Management LLC | 14,317 | $1.54M | 1.1% | +20.6% | 0.087% | |
| 5/19/2026 | NewEdge Advisors LLC | 15,651 | $1.68M | 0.0% | +47,327.3% | 0.095% | |
| 5/19/2026 | Bank of America Corp DE | 1,225,959 | $131.66M | 0.0% | -4.8% | 7.457% | |
| 5/19/2026 | Arkadios Wealth Advisors | 63,665 | $6.84M | 0.1% | +2.4% | 0.387% | |
| 5/18/2026 | Royal Bank of Canada | 37,139 | $3.99M | 0.0% | -10.3% | 0.226% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 25,863 | $2.78M | 0.1% | +240.8% | 0.157% | |
| 5/15/2026 | Everest Financial Group LLC | 7,461 | $801K | 0.1% | N/A | 0.045% | |
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| 5/13/2026 | Cetera Investment Advisers | 46,234 | $4.97M | 0.0% | -26.6% | 0.281% | |
| 5/7/2026 | Balefire LLC | 15,772 | $1.69M | 0.3% | N/A | 0.096% | |
| 5/7/2026 | AlphaCentric Advisors LLC | 23,882 | $2.57M | 2.6% | +38.8% | 0.145% | |
| 5/6/2026 | IMA Advisory Services Inc. | 4,079 | $438K | 0.0% | -3.3% | 0.025% | |
| 5/6/2026 | Assetmark Inc. | 708,912 | $76.13M | 0.2% | +169,496.2% | 4.312% | |
| 5/6/2026 | Independent Financial Group LLC | 2,087 | $224K | 0.0% | N/A | 0.013% | |
| 5/5/2026 | Ethos Financial Group LLC | 6,695 | $709K | 0.1% | -2.7% | 0.041% | |
| 5/2/2026 | Diversify Wealth Management LLC | 1,945 | $214K | 0.0% | N/A | 0.012% | |
| 5/1/2026 | Fifth Third Bancorp | 12,025 | $1.29M | 0.0% | N/A | 0.073% | |
| 4/30/2026 | Kestra Advisory Services LLC | 33,584 | $3.61M | 0.0% | +0.4% | 0.205% | |
| 4/30/2026 | Money Concepts Capital Corp | 14,575 | $1.57M | 0.1% | +2.4% | 0.089% | |
| 4/30/2026 | Fidelity D & D Bancorp Inc. | 195,694 | $21.02M | 8.4% | +9.0% | 1.196% | |
| 4/29/2026 | Montag A & Associates Inc. | 33,103 | $3.56M | 0.2% | -4.8% | 0.202% | |
| 4/28/2026 | Ascentis Independent Advisors | 450 | $48K | 0.0% | N/A | 0.003% | |
| 4/28/2026 | Peak Financial Management Inc. | 105,457 | $11.33M | 2.9% | +2.3% | 0.647% | |
| 4/27/2026 | PAX Financial Group LLC | 11,715 | $1.26M | 0.2% | N/A | 0.072% | |
| 4/27/2026 | 4WEALTH Advisors Inc. | 5,746 | $608K | 0.5% | +81.7% | 0.035% | |
| 4/24/2026 | Wealth Care LLC | 12,488 | $1.34M | 1.2% | N/A | 0.077% | |
| 4/23/2026 | Apollon Wealth Management LLC | 3,607 | $387K | 0.0% | -24.4% | 0.022% | |
| 4/21/2026 | RCS Financial Planning LLC | 2,843 | $305K | 0.2% | N/A | 0.017% | |
| 4/21/2026 | Armbruster Capital Management Inc. | 370,013 | $39.74M | 6.5% | +4.4% | 2.258% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 21,392 | $2.30M | 0.2% | +1.2% | 0.131% | |
| 4/20/2026 | Financial Enhancement Group LLC | 9,752 | $1.07M | 0.1% | -2.5% | 0.059% | |
| 4/20/2026 | Breakwater Capital Group | 18,452 | $1.98M | 0.3% | -1.2% | 0.113% | |
| 4/20/2026 | MBM Wealth Consultants LLC | 336 | $36K | 0.0% | N/A | 0.002% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 15,650 | $1.68M | 0.4% | N/A | 0.095% | |
| 4/16/2026 | Waystone Advisors LLC | 3,344 | $359K | 0.3% | N/A | 0.020% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 6,134 | $659K | 0.0% | +3.6% | 0.038% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 6,900 | $713K | 0.0% | +5.8% | 0.044% | |
| 2/19/2026 | Invesco Ltd. | 134,431 | $13.90M | 0.0% | -3.7% | 0.854% | |
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| 2/19/2026 | Corient Private Wealth LLC | 6,137 | $634K | 0.0% | -23.5% | 0.039% | |
| 2/17/2026 | Cetera Investment Advisers | 63,005 | $6.51M | 0.0% | +257.4% | 0.400% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,364 | $761K | 0.0% | +5.6% | 0.047% | |
| 2/17/2026 | Regal Investment Advisors LLC | 3,689 | $381K | 0.0% | -18.1% | 0.023% | |
| 2/17/2026 | Osaic Holdings Inc. | 81,745 | $8.45M | 0.0% | -2.3% | 0.519% | |
| 2/17/2026 | Advisory Services Network LLC | 3,019 | $312K | 0.0% | -7.7% | 0.019% | |
| 2/17/2026 | &PARTNERS | 3,531 | $365K | 0.0% | +25.3% | 0.022% | |
| 2/17/2026 | Blair William & Co. IL | 1,183 | $122K | 0.0% | -29.7% | 0.008% | |
| 2/17/2026 | Royal Bank of Canada | 41,415 | $4.28M | 0.0% | -42.2% | 0.263% | |
| 2/16/2026 | Mariner LLC | 8,455 | $874K | 0.0% | +41.7% | 0.054% | |
| 2/16/2026 | Arax Advisory Partners | 1,320 | $136K | 0.0% | N/A | 0.008% | |
| 2/13/2026 | Kestra Advisory Services LLC | 33,452 | $3.46M | 0.0% | -1.9% | 0.213% | |
| 2/13/2026 | Stifel Financial Corp | 14,553 | $1.50M | 0.0% | -3.9% | 0.092% | |
| 2/13/2026 | Advyzon Investment Management LLC | 5,349 | $553K | 0.1% | N/A | 0.034% | |
| 2/13/2026 | Morgan Stanley | 1,595,954 | $164.96M | 0.0% | +14.4% | 10.139% | |
| 2/13/2026 | Arkadios Wealth Advisors | 62,178 | $6.43M | 0.1% | -18.1% | 0.395% | |
| 2/13/2026 | MorganRosel Wealth Management LLC | 75,036 | $7.76M | 1.9% | +1.6% | 0.477% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 34,923 | $3.61M | 0.0% | +2.4% | 0.222% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 428 | $44K | 0.0% | N/A | 0.003% | |
| 2/13/2026 | Wells Fargo & Company MN | 100,403 | $10.38M | 0.0% | +9.1% | 0.638% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 6,198 | $641K | 0.0% | -53.7% | 0.039% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 56,985 | $5.89M | 0.0% | -3.5% | 0.362% | |
| 2/12/2026 | Tocqueville Asset Management L.P. | 3,196 | $330K | 0.0% | N/A | 0.020% | |
| 2/12/2026 | Renaissance Technologies LLC | 12,500 | $1.29M | 0.0% | -30.2% | 0.079% | |
| 2/12/2026 | RMR Capital Management LLC | 11,874 | $1.23M | 0.9% | -12.2% | 0.075% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 301 | $31K | 0.0% | N/A | 0.002% | |
| 2/12/2026 | AlphaCentric Advisors LLC | 17,209 | $1.78M | 1.7% | N/A | 0.109% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 4,721 | $488K | 0.0% | +2.7% | 0.030% | |
| 2/11/2026 | Strategic Advocates LLC | 288,160 | $29.96M | 7.7% | +4.4% | 1.831% | |
| 2/11/2026 | Cookson Peirce & Co. Inc. | 9,609 | $993K | 0.0% | -2.2% | 0.061% | |
| 2/11/2026 | Verus Capital Partners LLC | 5,456 | $564K | 0.0% | N/A | 0.035% | |
| 2/10/2026 | Essex Financial Services Inc. | 6,565 | $679K | 0.0% | +10.1% | 0.042% | |
| 2/10/2026 | Rothschild Investment LLC | 62,434 | $6.45M | 0.4% | -3.7% | 0.397% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 24,078 | $2.49M | 0.0% | -1.3% | 0.153% | |
| 2/9/2026 | Integrity Alliance LLC. | 30,233 | $3.13M | 0.1% | N/A | 0.192% | |
| 2/9/2026 | Valued Retirements Inc. | 9,118 | $942K | 0.9% | +82.2% | 0.058% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 4,806 | $497K | 0.0% | -2.3% | 0.031% | |
| 2/9/2026 | Fidelity D & D Bancorp Inc. | 179,531 | $18.56M | 8.0% | +95.7% | 1.141% | |
| 2/9/2026 | New England Private Wealth Advisors LLC | 346,868 | $35.87M | 2.1% | +2,001.6% | 2.204% | |
| 2/6/2026 | Condor Capital Management | 17,727 | $1.83M | 0.1% | -0.6% | 0.113% | |
| 2/6/2026 | Ignite Planners LLC | 2,569 | $276K | 0.0% | N/A | 0.016% | |
| 2/6/2026 | Flaharty Asset Management LLC | 60,294 | $6.29M | 0.8% | N/A | 0.383% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 371 | $38K | 0.0% | -34.6% | 0.002% | |
| 2/6/2026 | Larson Financial Group LLC | 740 | $76K | 0.0% | N/A | 0.005% | |
| 2/6/2026 | HighTower Advisors LLC | 120,399 | $12.44M | 0.0% | -2.4% | 0.765% | |
| 2/5/2026 | AlphaCore Capital LLC | 22,975 | $2.38M | 0.1% | N/A | 0.146% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 234,437 | $24.23M | 0.0% | +861.4% | 1.489% | |
| 2/5/2026 | ACR Alpine Capital Research LLC | 352,994 | $36.49M | 0.6% | N/A | 2.243% | |
| 2/5/2026 | Allworth Financial LP | 2,635 | $272K | 0.0% | +5.2% | 0.017% | |
| 2/5/2026 | Stonebridge Financial Planning Group LLC | 7,544 | $780K | 0.3% | -7.9% | 0.048% | |
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| 2/4/2026 | Money Concepts Capital Corp | 14,239 | $1.47M | 0.1% | +0.7% | 0.089% | |
| 2/3/2026 | International Assets Investment Management LLC | 854 | $88K | 0.0% | N/A | 0.005% | |
| 2/3/2026 | Plan Group Financial LLC | 9,732 | $1.01M | 0.3% | -18.6% | 0.061% | |
| 2/2/2026 | Principal Financial Group Inc. | 943,183 | $97.49M | 0.0% | -17.7% | 5.902% | |
| 2/2/2026 | Truist Financial Corp | 138,826 | $14.35M | 0.0% | +1.6% | 0.869% | |
| 2/2/2026 | Montag A & Associates Inc. | 34,787 | $3.60M | 0.2% | +18.4% | 0.218% | |
| 1/30/2026 | Activest Wealth Management | 14,005 | $1.45M | 0.3% | -3.6% | 0.088% | |
| 1/30/2026 | SOL Capital Management CO | 21,144 | $2.19M | 0.2% | -46.1% | 0.132% | |
| 1/29/2026 | Comerica Bank | 12,142 | $1.26M | 0.0% | +1.0% | 0.077% | |
| 1/29/2026 | UBS Group AG | 284,603 | $29.42M | 0.0% | -0.1% | 1.796% | |