| 6/3/2026 | NewEdge Advisors LLC | 588,682 | $17.68M | 0.1% | +22.5% | 3.512% | |
| 5/20/2026 | Boothe Investment Group Inc. | 610,384 | $18.33M | 5.9% | +0.7% | 3.642% | |
| 5/19/2026 | NewEdge Advisors LLC | 55,318 | $1.66M | 0.0% | -88.5% | 0.330% | |
| 5/19/2026 | Bank of America Corp DE | 1,958,594 | $58.82M | 0.0% | +15.3% | 11.686% | |
| 5/18/2026 | Royal Bank of Canada | 265,975 | $7.99M | 0.0% | -8.4% | 1.587% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 21,934 | $659K | 0.3% | +2.6% | 0.131% | |
| 5/13/2026 | Cetera Investment Advisers | 16,613 | $499K | 0.0% | N/A | 0.099% | |
| 5/5/2026 | D.A. Davidson & CO. | 50,376 | $1.51M | 0.0% | +29.8% | 0.301% | |
| 5/5/2026 | Sanctuary Advisors LLC | 399,203 | $11.99M | 0.1% | -1.4% | 2.382% | |
| 5/1/2026 | Fifth Third Bancorp | 4,169 | $125K | 0.0% | N/A | 0.025% | |
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| 4/30/2026 | IAG Wealth Partners LLC | 342,785 | $10.29M | 1.1% | -14.1% | 2.049% | |
| 4/27/2026 | Private Advisor Group LLC | 13,208 | $397K | 0.0% | +38.6% | 0.079% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 133,858 | $4.02M | 0.2% | +84.2% | 0.802% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 8,712 | $262K | 0.0% | N/A | 0.052% | |
| 4/21/2026 | Maridea Wealth Management LLC | 9,901 | $297K | 0.0% | -4.4% | 0.060% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 29,784 | $894K | 0.0% | +15.7% | 0.179% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 35,858 | $1.08M | 0.1% | +6.3% | 0.217% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 411,874 | $12.14M | 0.0% | +8,214.0% | 2.568% | |
| 2/18/2026 | NewEdge Advisors LLC | 480,631 | $14.17M | 0.1% | +24.9% | 2.996% | |
| 2/17/2026 | Equitable Holdings Inc. | 72,106 | $2.13M | 0.0% | +12.6% | 0.450% | |
| 2/17/2026 | Osaic Holdings Inc. | 47,957 | $1.42M | 0.0% | -4.9% | 0.299% | |
| 2/17/2026 | &PARTNERS | 67,624 | $1.99M | 0.0% | +36.2% | 0.422% | |
| 2/17/2026 | Royal Bank of Canada | 290,241 | $8.56M | 0.0% | +0.9% | 1.809% | |
| 2/16/2026 | MML Investors Services LLC | 302,834 | $8.93M | 0.0% | +33.7% | 1.888% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,459 | $73K | 0.0% | N/A | 0.015% | |
| 2/13/2026 | Stifel Financial Corp | 80,668 | $2.38M | 0.0% | +8.0% | 0.503% | |
| 2/13/2026 | Victory Capital Management Inc. | 2,904,723 | $85.65M | 0.0% | +12.6% | 18.109% | |
| 2/12/2026 | Triumph Capital Management | 12,232 | $361K | 0.1% | +24.8% | 0.076% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 26,962 | $795K | 0.0% | +6.0% | 0.168% | |
| 2/12/2026 | StoneX Group Inc. | 54,287 | $1.60M | 0.1% | +7.1% | 0.338% | |
| 2/12/2026 | Keel Point LLC | 11,980 | $353K | 0.0% | +7.9% | 0.075% | |
| 2/11/2026 | Zions Bancorporation National Association UT | 1,660 | $49K | 0.0% | N/A | 0.010% | |
| 2/11/2026 | GWN Securities Inc. | 21,119 | $623K | 0.1% | +41.5% | 0.132% | |
| 2/11/2026 | LPL Financial LLC | 957,288 | $28.23M | 0.0% | +44.2% | 5.968% | |
| 2/11/2026 | Tradition Wealth Management LLC | 413,720 | $12.20M | 0.9% | +6.1% | 2.579% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 27,382 | $807K | 0.0% | -5.8% | 0.171% | |
| 2/10/2026 | Bruce G. Allen Investments LLC | 1,859 | $55K | 0.0% | +547.7% | 0.012% | |
| 2/10/2026 | IAG Wealth Partners LLC | 399,022 | $11.77M | 1.4% | +7,380.7% | 2.488% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 88,028 | $2.60M | 0.0% | +58.6% | 0.549% | |
| 2/6/2026 | HighTower Advisors LLC | 26,760 | $789K | 0.0% | +22.6% | 0.167% | |
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| 2/5/2026 | Atlas Wealth LLC | 11,831 | $349K | 0.1% | +36.3% | 0.074% | |
| 2/5/2026 | Blue Water Asset Management | 10,177 | $300K | 0.1% | N/A | 0.063% | |
| 2/3/2026 | Vantage Financial Partners LLC | 389,727 | $11.49M | 2.3% | +2.0% | 2.473% | |
| 2/3/2026 | Boothe Investment Group Inc. | 606,248 | $17.88M | 6.4% | +1.6% | 3.847% | |
| 2/2/2026 | Truist Financial Corp | 34,173 | $1.01M | 0.0% | +54.8% | 0.217% | |
| 2/2/2026 | KPP Advisory Services LLC | 18,305 | $540K | 0.1% | +5.7% | 0.116% | |
| 1/29/2026 | Comerica Bank | 5,119 | $151K | 0.0% | +379.3% | 0.033% | |
| 1/29/2026 | D.A. Davidson & CO. | 38,798 | $1.14M | 0.0% | +149.1% | 0.250% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 25,742 | $759K | 0.0% | +10.9% | 0.166% | |
| 1/29/2026 | UBS Group AG | 140,183 | $4.13M | 0.0% | +14.0% | 0.903% | |
| 1/29/2026 | Sanctuary Advisors LLC | 404,824 | $11.94M | 0.1% | -10.4% | 2.607% | |
| 1/26/2026 | Patriot Financial Group Insurance Agency LLC | 72,667 | $2.14M | 0.3% | -0.9% | 0.472% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 33,723 | $994K | 0.1% | -3.0% | 0.219% | |
| 12/23/2025 | Triumph Capital Management | 9,802 | $285K | 0.1% | N/A | 0.072% | |
| 11/20/2025 | WBI Investments LLC | 44,570 | $1.30M | 0.3% | -8.5% | 0.326% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 23,214 | $676K | 0.0% | +69.7% | 0.170% | |
| 11/17/2025 | NewEdge Advisors LLC | 384,868 | $11.20M | 0.1% | N/A | 2.813% | |
| 11/17/2025 | Triumph Capital Management | 9,802 | $285K | 0.1% | N/A | 0.072% | |
| 11/17/2025 | Susquehanna International Group LLP | 24,121 | $702K | 0.0% | -4.2% | 0.176% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 55,515 | $1.62M | 0.0% | +8.2% | 0.406% | |
| 11/17/2025 | Bank of America Corp DE | 1,247,204 | $36.31M | 0.0% | +60.5% | 9.117% | |
| 11/14/2025 | Raymond James Financial Inc. | 1,062,338 | $30.93M | 0.0% | -1.0% | 7.766% | |
| 11/14/2025 | Equitable Holdings Inc. | 64,065 | $1.87M | 0.0% | +0.7% | 0.468% | |
| 11/14/2025 | WCG Wealth Advisors LLC | 29,076 | $846K | 0.1% | -5.1% | 0.213% | |
| 11/13/2025 | UBS Group AG | 123,006 | $3.58M | 0.0% | +6.9% | 0.899% | |
| 11/12/2025 | Victory Capital Management Inc. | 2,580,121 | $75.11M | 0.0% | +13.0% | 18.861% | |
| 11/12/2025 | IAG Wealth Partners LLC | 5,334 | $155K | 0.0% | N/A | 0.039% | |
| 11/7/2025 | Maridea Wealth Management LLC | 10,184 | $292K | 0.0% | N/A | 0.074% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 10,485 | $305K | 0.0% | +21.3% | 0.077% | |
| 11/5/2025 | Vantage Financial Partners LLC | 382,034 | $11.12M | 2.3% | +4.4% | 2.805% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 353,353 | $10.29M | 0.0% | +38.5% | 2.594% | |
| 11/3/2025 | Truist Financial Corp | 22,075 | $643K | 0.0% | N/A | 0.162% | |
| 11/3/2025 | KPP Advisory Services LLC | 17,318 | $504K | 0.1% | +35.6% | 0.127% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 60,780 | $1.76M | 0.0% | +26.0% | 0.455% | |
| 10/27/2025 | GWN Securities Inc. | 14,930 | $435K | 0.1% | N/A | 0.112% | |
| 10/27/2025 | Boothe Investment Group Inc. | 596,575 | $17.37M | 6.4% | +1.2% | 4.465% | |
| 10/22/2025 | D.A. Davidson & CO. | 15,575 | $453K | 0.0% | N/A | 0.118% | |
| 10/14/2025 | Farther Finance Advisors LLC | 91,317 | $2.66M | 0.0% | -79.5% | 0.718% | |
| 10/9/2025 | Toth Financial Advisory Corp | 1,087 | $32K | 0.0% | N/A | 0.009% | |
| 10/8/2025 | Patriot Financial Group Insurance Agency LLC | 73,291 | $2.13M | 0.3% | -4.2% | 0.593% | |
| 9/4/2025 | Osaic Holdings Inc. | 45,593 | $1.20M | 0.0% | -25.2% | 0.397% | |
| 8/15/2025 | MML Investors Services LLC | 260,018 | $6.82M | 0.0% | +4.3% | 2.267% | |
| 8/15/2025 | Bank of America Corp DE | 777,055 | $20.37M | 0.0% | +640.4% | 6.775% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,072,570 | $28.11M | 0.0% | +71.3% | 9.351% | |
| 8/14/2025 | Cerity Partners LLC | 8,042 | $211K | 0.0% | N/A | 0.070% | |
| 8/13/2025 | StoneX Group Inc. | 49,937 | $1.31M | 0.1% | -1.6% | 0.435% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 30,643 | $803K | 0.1% | -5.5% | 0.267% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 51,289 | $1.34M | 0.0% | N/A | 0.447% | |
| 8/11/2025 | WBI Investments LLC | 48,688 | $1.28M | 0.3% | -3.5% | 0.424% | |
| 8/11/2025 | Western Wealth Management LLC | 8,000 | $210K | 0.0% | N/A | 0.070% | |
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| 8/8/2025 | Foundations Investment Advisors LLC | 204,182 | $5.35M | 0.1% | +11.7% | 1.780% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 255,121 | $6.69M | 0.0% | +4.8% | 2.236% | |
| 7/31/2025 | Boothe Investment Group Inc. | 589,631 | $15.45M | 5.9% | -48.1% | 5.168% | |
| 7/30/2025 | KPP Advisory Services LLC | 12,770 | $335K | 0.1% | N/A | 0.112% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 8,647 | $227K | 0.0% | N/A | 0.076% | |
| 7/25/2025 | Apollon Wealth Management LLC | 10,475 | $275K | 0.0% | -38.1% | 0.092% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 76,472 | $2.00M | 0.2% | -3.2% | 0.698% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 13,748 | $360K | 0.2% | -26.5% | 0.124% | |
| 7/11/2025 | Farther Finance Advisors LLC | 445,690 | $11.68M | 0.2% | +193.5% | 4.142% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 48,240 | $1.32M | 0.0% | -3.3% | 0.448% | |