| 10/14/2026 | Walker Asset Management LLC | 6,533 | $702K | 0.3% | -2.5% | 0.118% | |
| 10/10/2026 | Valley Wealth Managers Inc. | 56,077 | $6.03M | 0.3% | N/A | 1.014% | |
| 10/9/2026 | Longview Financial Advisors Inc. | 5,669 | $609K | 0.4% | -6.1% | 0.103% | |
| 10/9/2026 | First Heartland Consultants Inc. | 2,769 | $298K | 0.0% | N/A | 0.050% | |
| 10/8/2026 | Farther Finance Advisors LLC | 68,170 | $7.33M | 0.1% | -4.7% | 1.233% | |
| 10/1/2026 | Stonebridge Financial Group LLC | 73,216 | $7.87M | 0.6% | +3.4% | 1.319% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 12,814 | $1.26M | 0.0% | +65.2% | 0.233% | |
| 9/9/2026 | IFP Advisors Inc | 286 | $28K | 0.0% | -25.7% | 0.005% | |
| 9/9/2026 | Baird Financial Group Inc. | 28,414 | $2.78M | 0.0% | -4.6% | 0.535% | |
| 8/21/2026 | Vanguard Capital Wealth Advisors | 11,242 | $1.10M | 0.8% | N/A | 0.212% | |
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| 7/12/2026 | Walker Asset Management LLC | 6,698 | $656K | 0.3% | +2.0% | 0.126% | |
| 7/10/2026 | Arkfeld Wealth Strategies L.L.C. | 69,392 | $6.75M | 2.0% | -31.2% | 1.292% | |
| 7/9/2026 | Allied Private Wealth LLC | 3,621 | $369K | 0.2% | N/A | 0.067% | |
| 7/9/2026 | Flaharty Asset Management LLC | 16,436 | $1.60M | 2.3% | -93.2% | 0.306% | |
| 7/8/2026 | First Heartland Consultants Inc. | 2,501 | $245K | 0.0% | +29.2% | 0.047% | |
| 7/7/2026 | Howard Financial Services LTD. | 4,767 | $467K | 0.0% | +40.7% | 0.089% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 70,793 | $6.94M | 0.5% | +6.0% | 1.318% | |
| 7/6/2026 | Somerset Trust Co | 13,982 | $1.37M | 0.4% | +1.2% | 0.260% | |
| 7/6/2026 | Longview Financial Advisors Inc. | 6,039 | $592K | 0.3% | +4.3% | 0.112% | |
| 6/3/2026 | NewEdge Advisors LLC | 5,283 | $578K | 0.0% | +1,486.5% | 0.091% | |
| 5/19/2026 | NewEdge Advisors LLC | 4,950 | $542K | 0.0% | +1,386.5% | 0.086% | |
| 5/19/2026 | Bank of America Corp DE | 363,231 | $39.76M | 0.0% | -41.1% | 6.284% | |
| 5/19/2026 | Centaurus Financial Inc. | 1,234 | $135K | 0.0% | N/A | 0.021% | |
| 5/19/2026 | Arkadios Wealth Advisors | 7,230 | $791K | 0.0% | -10.0% | 0.125% | |
| 5/18/2026 | Royal Bank of Canada | 41,264 | $4.52M | 0.0% | +28.6% | 0.714% | |
| 5/18/2026 | Empowered Funds LLC | 17,011 | $1.86M | 0.0% | N/A | 0.294% | |
| 5/15/2026 | Vivaldi Capital Management LP | 2,089 | $229K | 0.0% | N/A | 0.036% | |
| 5/14/2026 | Lido Advisors LLC | 2,992 | $328K | 0.0% | +4.9% | 0.052% | |
| 5/13/2026 | Cetera Investment Advisers | 20,988 | $2.30M | 0.0% | -7.6% | 0.363% | |
| 5/7/2026 | Florida Financial Advisors LLC | 4,125 | $452K | 0.1% | N/A | 0.071% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 2,337 | $256K | 0.0% | N/A | 0.040% | |
| 5/6/2026 | Independent Financial Group LLC | 2,223 | $243K | 0.0% | N/A | 0.038% | |
| 5/5/2026 | IMC Chicago LLC | 3,380 | $370K | 0.0% | N/A | 0.058% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 4,712 | $516K | 0.0% | +92.3% | 0.082% | |
| 5/5/2026 | Ethos Financial Group LLC | 19,095 | $2.12M | 0.2% | -49.0% | 0.330% | |
| 5/5/2026 | Sanctuary Advisors LLC | 15,268 | $1.67M | 0.0% | +35.2% | 0.264% | |
| 5/5/2026 | Nwam LLC | 3,862 | $423K | 0.0% | -2.8% | 0.067% | |
| 5/2/2026 | Anchor Investment Management LLC | 2,794 | $306K | 0.0% | -9.7% | 0.048% | |
| 5/1/2026 | Fifth Third Bancorp | 2,282 | $250K | 0.0% | N/A | 0.039% | |
| 5/1/2026 | EQ Wealth Advisors LLC | 3,625 | $397K | 0.2% | -13.8% | 0.062% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 26,673 | $2.92M | 0.0% | +2.5% | 0.458% | |
| 4/29/2026 | Northwest Wealth Advisors LLC | 9,254 | $1.01M | 0.7% | +15.8% | 0.159% | |
| 4/27/2026 | Private Advisor Group LLC | 3,471 | $380K | 0.0% | -11.1% | 0.059% | |
| 4/25/2026 | Northwest Financial Advisors | 2,347 | $257K | 0.5% | N/A | 0.040% | |
| 4/24/2026 | Walker Asset Management LLC | 6,568 | $719K | 0.4% | -3.9% | 0.111% | |
| 4/24/2026 | Ferguson Shapiro LLC | 6,130 | $671K | 0.2% | N/A | 0.103% | |
| 4/23/2026 | Financial Guidance Group Inc. | 31,326 | $3.43M | 1.4% | +6.4% | 0.527% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 4,318 | $473K | 0.0% | -6.4% | 0.073% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 2,878 | $315K | 0.1% | +11.0% | 0.048% | |
| 4/20/2026 | Longview Financial Advisors Inc. | 5,788 | $634K | 0.4% | -8.2% | 0.097% | |
| 4/20/2026 | Davis Investment Partners LLC | 30,007 | $3.29M | 1.2% | -3.5% | 0.505% | |
| 4/17/2026 | Arkfeld Wealth Strategies L.L.C. | 100,850 | $10.13M | 3.5% | -8.6% | 1.689% | |
| 4/17/2026 | Ocean Park Asset Management LLC | 41,114 | $4.50M | 0.2% | N/A | 0.689% | |
| 4/16/2026 | Lee Johnson Capital Management LLC | 62,328 | $6.82M | 2.4% | N/A | 1.044% | |
| 2/18/2026 | IHT Wealth Management LLC | 28,446 | $2.26M | 0.1% | +1.2% | 0.474% | |
| 2/17/2026 | Capital Wealth Alliance LLC | 4,615 | $367K | 0.2% | -32.9% | 0.077% | |
| 2/17/2026 | Osaic Holdings Inc. | 15,605 | $1.24M | 0.0% | -26.9% | 0.260% | |
| 2/17/2026 | Advisory Services Network LLC | 3,775 | $300K | 0.0% | +13.0% | 0.063% | |
| 2/17/2026 | &PARTNERS | 4,176 | $327K | 0.0% | -36.9% | 0.070% | |
| 2/17/2026 | Royal Bank of Canada | 32,091 | $2.56M | 0.0% | -13.0% | 0.535% | |
| 2/16/2026 | Oarsman Capital Inc. | 57,879 | $4.61M | 0.6% | +4.7% | 0.965% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 29,483 | $2.35M | 0.0% | +11.7% | 0.491% | |
| 2/13/2026 | Kestra Advisory Services LLC | 26,033 | $2.07M | 0.0% | +9.6% | 0.434% | |
| 2/13/2026 | Arkadios Wealth Advisors | 8,032 | $639K | 0.0% | -10.9% | 0.134% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,631 | $130K | 0.0% | N/A | 0.027% | |
| 2/13/2026 | Wells Fargo & Company MN | 58,063 | $4.62M | 0.0% | -1.5% | 0.968% | |
| 2/13/2026 | Summit Financial LLC | 2,817 | $224K | 0.0% | -6.0% | 0.047% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 23,364 | $1.86M | 0.0% | -1.6% | 0.389% | |
| 2/12/2026 | Sykon Capital LLC | 16,741 | $1.33M | 0.4% | N/A | 0.279% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,628 | $130K | 0.0% | -14.7% | 0.027% | |
| 2/12/2026 | Bank of Montreal Can | 4,009 | $319K | 0.0% | -3.9% | 0.067% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 695 | $55K | 0.0% | N/A | 0.012% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 14,104 | $1.12M | 0.0% | -4.3% | 0.235% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 4,613 | $367K | 0.0% | -56.6% | 0.077% | |
| 2/11/2026 | LPL Financial LLC | 111,488 | $8.87M | 0.0% | -15.8% | 1.858% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 20,008 | $1.59M | 0.0% | -72.1% | 0.333% | |
| 2/10/2026 | Sfmg LLC | 4,858 | $387K | 0.0% | -6.6% | 0.081% | |
| 2/10/2026 | Fortis Advisors LLC | 35,205 | $2.80M | 1.5% | -16.3% | 0.587% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 2,695 | $214K | 0.0% | +13.4% | 0.045% | |
| 2/9/2026 | Annis Gardner Whiting Capital Advisors LLC | 696 | $55K | 0.0% | N/A | 0.012% | |
| 2/9/2026 | Clearstead Advisors LLC | 3,473 | $276K | 0.0% | N/A | 0.058% | |
| 2/6/2026 | Northwest Wealth Advisors LLC | 7,992 | $636K | 0.5% | N/A | 0.133% | |
| 2/6/2026 | Flaharty Asset Management LLC | 437,740 | $34.84M | 4.3% | -2.8% | 7.296% | |
| 2/6/2026 | McKinley Carter Wealth Services Inc. | 6,042 | $481K | 0.0% | -22.2% | 0.101% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 3,331 | $265K | 0.0% | N/A | 0.056% | |
| 2/5/2026 | Hills Bank & Trust Co | 7,378 | $587K | 0.0% | N/A | 0.123% | |
| 2/5/2026 | Wakefield Asset Management LLLP | 5,238 | $417K | 0.1% | N/A | 0.087% | |
| 2/4/2026 | Prosperitas Financial LLC | 4,623 | $368K | 0.1% | N/A | 0.079% | |
| 2/3/2026 | International Assets Investment Management LLC | 565 | $45K | 0.0% | N/A | 0.010% | |
| 2/3/2026 | Indivisible Partners | 3,304 | $263K | 0.0% | N/A | 0.057% | |
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| 2/2/2026 | Longview Financial Advisors Inc. | 6,307 | $502K | 0.3% | -13.1% | 0.108% | |
| 2/2/2026 | Truist Financial Corp | 6,384 | $508K | 0.0% | +9.8% | 0.110% | |
| 2/2/2026 | EQ Wealth Advisors LLC | 4,207 | $335K | 0.2% | -19.2% | 0.072% | |
| 1/30/2026 | Reicon Wealth Advisors LLC | 2,206 | $176K | 0.1% | N/A | 0.038% | |
| 1/29/2026 | Comerica Bank | 1,986 | $158K | 0.0% | -53.1% | 0.034% | |
| 1/29/2026 | UBS Group AG | 265,534 | $21.13M | 0.0% | -4.6% | 4.610% | |
| 1/29/2026 | Sanctuary Advisors LLC | 11,295 | $899K | 0.0% | +132.2% | 0.196% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 26,619 | $2.12M | 0.8% | -0.9% | 0.462% | |
| 1/27/2026 | Friedenthal Financial | 7,069 | $563K | 0.3% | -3.5% | 0.123% | |
| 1/26/2026 | Financial Guidance Group Inc. | 29,433 | $2.34M | 1.0% | +11.7% | 0.515% | |