| 6/18/2026 | Western Wealth Management LLC | 14,026 | $497K | 0.0% | -4.0% | 0.031% | |
| 6/3/2026 | NewEdge Advisors LLC | 136,113 | $4.82M | 0.0% | +5.3% | 0.305% | |
| 6/1/2026 | Concorde Asset Management LLC | 77,917 | $2.76M | 1.4% | -11.1% | 0.175% | |
| 5/19/2026 | Western Wealth Management LLC | 14,026 | $497K | 0.0% | -4.0% | 0.031% | |
| 5/19/2026 | Winnow Wealth LLC | 242,979 | $8.60M | 6.6% | -7.0% | 0.544% | |
| 5/19/2026 | Bank of America Corp DE | 5,920,303 | $209.64M | 0.0% | +1.2% | 13.259% | |
| 5/18/2026 | Sunbelt Securities Inc. | 7,525 | $266K | 0.0% | -11.2% | 0.017% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 31,185 | $1.10M | 0.3% | +29.1% | 0.070% | |
| 5/18/2026 | Royal Bank of Canada | 2,937 | $104K | 0.0% | N/A | 0.007% | |
| 5/16/2026 | IMG Wealth Management Inc. | 17,545 | $621K | 0.4% | -6.2% | 0.039% | |
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| 5/16/2026 | Quantinno Capital Management LP | 43,860 | $1.55M | 0.0% | +178.8% | 0.098% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 26,660 | $944K | 0.0% | +104.2% | 0.060% | |
| 5/13/2026 | Cetera Investment Advisers | 382,879 | $13.56M | 0.0% | +33.6% | 0.858% | |
| 5/13/2026 | NewEdge Wealth LLC | 23,714 | $840K | 0.0% | N/A | 0.053% | |
| 5/7/2026 | Marshall & Sterling Wealth Advisors Inc. | 31,204 | $1.11M | 0.7% | N/A | 0.070% | |
| 5/6/2026 | Independent Financial Group LLC | 82,676 | $2.93M | 0.1% | N/A | 0.185% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 57,575 | $2.04M | 0.9% | N/A | 0.129% | |
| 5/5/2026 | Sigma Planning Corp | 23,970 | $849K | 0.0% | +28.3% | 0.054% | |
| 5/5/2026 | Wealthgarden F.S. LLC | 11,505 | $407K | 0.3% | +9.9% | 0.026% | |
| 5/4/2026 | HBW Advisory Services LLC | 19,180 | $679K | 0.1% | -44.2% | 0.043% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 1,276,156 | $46.75M | 0.9% | -5.9% | 2.858% | |
| 5/4/2026 | Kellett Wealth Advisors LLC | 52,372 | $1.85M | 1.0% | -3.4% | 0.117% | |
| 5/2/2026 | Castleview Partners LLC | 25,016 | $886K | 0.5% | -2.5% | 0.056% | |
| 5/2/2026 | Valmark Advisers Inc. | 39,709 | $1.41M | 0.0% | +532.8% | 0.089% | |
| 5/1/2026 | Fifth Third Bancorp | 3,878 | $137K | 0.0% | N/A | 0.009% | |
| 5/1/2026 | Sovran Advisors LLC | 10,742 | $396K | 0.0% | -5.4% | 0.024% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 29,150 | $1.03M | 0.0% | -23.7% | 0.065% | |
| 4/30/2026 | Whipplewood Advisors LLC | 52,967 | $1.88M | 1.0% | -0.6% | 0.119% | |
| 4/30/2026 | Beacon Financial Group | 117,049 | $4.15M | 0.4% | -0.5% | 0.262% | |
| 4/30/2026 | ATX Financial Planning LLC | 206,074 | $7.30M | 5.5% | +0.3% | 0.462% | |
| 4/30/2026 | Ibex Wealth Advisors | 9,492 | $336K | 0.0% | N/A | 0.021% | |
| 4/30/2026 | Kestra Advisory Services LLC | 186,753 | $6.61M | 0.0% | +12.3% | 0.418% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 24,445 | $892K | 0.1% | N/A | 0.055% | |
| 4/29/2026 | Addison Capital Co | 32,388 | $1.15M | 0.2% | N/A | 0.073% | |
| 4/28/2026 | Stephens Inc. AR | 43,267 | $1.53M | 0.0% | -73.2% | 0.097% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 79,234 | $2.81M | 0.6% | +7.7% | 0.178% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 224,896 | $7.96M | 5.8% | -7.5% | 0.505% | |
| 4/27/2026 | Leelyn Smith LLC | 8,364 | $296K | 0.0% | -4.8% | 0.019% | |
| 4/27/2026 | Private Advisor Group LLC | 218,030 | $7.72M | 0.0% | +13.4% | 0.490% | |
| 4/27/2026 | Sound Income Strategies LLC | 4,083 | $146K | 0.0% | N/A | 0.009% | |
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| 4/25/2026 | Physician Wealth Advisors Inc. | 2,700 | $96K | 0.0% | N/A | 0.006% | |
| 4/24/2026 | Secured Retirement Advisors LLC | 26,579 | $941K | 0.5% | -3.3% | 0.060% | |
| 4/24/2026 | Columbia Advisory Partners LLC | 96,978 | $3.43M | 2.2% | +32.4% | 0.218% | |
| 4/23/2026 | Intrua Financial LLC | 103,774 | $3.68M | 0.4% | N/A | 0.234% | |
| 4/23/2026 | Apollon Financial LLC | 11,697 | $414K | 0.1% | N/A | 0.026% | |
| 4/23/2026 | Wetzel Investment Advisors Inc. | 489,437 | $17.35M | 6.9% | +12.1% | 1.102% | |
| 4/22/2026 | Ifrah Financial Services Inc. | 27,450 | $972K | 0.3% | +28.2% | 0.062% | |
| 4/22/2026 | Financial Futures Ltd Liability Co. | 10,112 | $358K | 0.2% | -30.9% | 0.023% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 130,534 | $4.62M | 0.0% | +6.9% | 0.295% | |
| 4/21/2026 | Balance Wealth LLC | 49,941 | $1.77M | 0.5% | -15.9% | 0.113% | |
| 4/21/2026 | KFG Wealth Management LLC | 10,795 | $382K | 0.0% | N/A | 0.024% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 74,901 | $2.65M | 0.2% | +11.0% | 0.169% | |
| 4/17/2026 | Brookstone Capital Management | 403,720 | $14.30M | 0.2% | +42.2% | 0.912% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 50,337 | $1.78M | 1.0% | +26.7% | 0.115% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 175,217 | $6.46M | 0.0% | N/A | 0.455% | |
| 3/13/2026 | World Investment Advisors | 22,272 | $821K | 0.0% | -2.0% | 0.058% | |
| 2/19/2026 | ATX Financial Planning LLC | 205,526 | $7.58M | 5.8% | N/A | 0.533% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 186,192 | $6.86M | 1.1% | +1.4% | 0.483% | |
| 2/18/2026 | Virtue Capital Management LLC | 9,652 | $356K | 0.0% | N/A | 0.025% | |
| 2/18/2026 | NewEdge Advisors LLC | 129,287 | $4.77M | 0.0% | -4.7% | 0.335% | |
| 2/18/2026 | VestGen Advisors LLC | 12,086 | $445K | 0.0% | -39.4% | 0.031% | |
| 2/18/2026 | IHT Wealth Management LLC | 84,616 | $3.13M | 0.1% | +6.9% | 0.219% | |
| 2/18/2026 | Claro Advisors Inc. | 28,204 | $1.04M | 0.1% | -1.6% | 0.073% | |
| 2/17/2026 | Cetera Investment Advisers | 286,692 | $10.57M | 0.0% | +21.4% | 0.744% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,560 | $279K | 0.0% | +14.4% | 0.020% | |
| 2/17/2026 | Osaic Holdings Inc. | 495,459 | $18.27M | 0.0% | -12.6% | 1.285% | |
| 2/17/2026 | Advisory Services Network LLC | 273,117 | $10.07M | 0.1% | +2,450.4% | 0.708% | |
| 2/17/2026 | Private Advisor Group LLC | 192,308 | $7.09M | 0.0% | +21.8% | 0.499% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 73,593 | $2.71M | 0.6% | +7.8% | 0.191% | |
| 2/16/2026 | MML Investors Services LLC | 239,019 | $8.81M | 0.0% | +12.4% | 0.620% | |
| 2/16/2026 | Mariner LLC | 63,562 | $2.34M | 0.0% | +15.0% | 0.165% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 35,100 | $1.29M | 0.2% | +4.1% | 0.091% | |
| 2/16/2026 | Arax Advisory Partners | 24,039 | $886K | 0.0% | N/A | 0.062% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 29,006 | $1.07M | 0.0% | +68,961.9% | 0.075% | |
| 2/13/2026 | CreativeOne Wealth LLC | 34,285 | $1.26M | 0.0% | N/A | 0.089% | |
| 2/13/2026 | Kestra Advisory Services LLC | 166,371 | $6.13M | 0.0% | -1.8% | 0.432% | |
| 2/13/2026 | Visionary Wealth Advisors | 149,562 | $5.51M | 0.2% | +77.4% | 0.388% | |
| 2/13/2026 | Golden State Wealth Management LLC | 12,278 | $453K | 0.0% | +5.2% | 0.032% | |
| 2/13/2026 | Concorde Asset Management LLC | 87,680 | $3.23M | 1.3% | +0.7% | 0.227% | |
| 2/12/2026 | Triumph Capital Management | 180,962 | $6.67M | 1.4% | +49.3% | 0.469% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 1,928,409 | $71.08M | 0.1% | +6.6% | 5.002% | |
| 2/12/2026 | Virtue Capital Management LLC | 9,652 | $356K | 0.0% | N/A | 0.025% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 152,898 | $5.64M | 0.0% | -20.3% | 0.397% | |
| 2/12/2026 | Wedbush Securities Inc. | 6,800 | $251K | 0.0% | -6.0% | 0.018% | |
| 2/12/2026 | Compass Capital Corp MA ADV | 161,569 | $6.00M | 2.3% | N/A | 0.419% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 13,053 | $481K | 0.1% | +22.6% | 0.034% | |
| 2/11/2026 | Gilpin Wealth Management LLC | 2,470 | $91K | 0.1% | N/A | 0.006% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 122,151 | $4.50M | 0.0% | +22.7% | 0.317% | |
| 2/11/2026 | GWN Securities Inc. | 64,939 | $2.39M | 0.5% | +26.9% | 0.168% | |
| 2/11/2026 | Winnow Wealth LLC | 261,279 | $9.67M | 7.1% | +3.4% | 0.678% | |
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| 2/11/2026 | Focus Partners Advisor Solutions LLC | 15,700 | $579K | 0.0% | N/A | 0.041% | |
| 2/11/2026 | LPL Financial LLC | 4,257,434 | $156.93M | 0.0% | +16.5% | 11.044% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 243,145 | $8.96M | 7.4% | -2.1% | 0.631% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 15,498 | $571K | 0.0% | N/A | 0.040% | |
| 2/10/2026 | COFG Advisors LLC | 132,904 | $4.90M | 1.2% | N/A | 0.345% | |
| 2/10/2026 | NewCorp Financial Services Inc. | 196,175 | $7.23M | 6.4% | N/A | 0.509% | |
| 2/10/2026 | Rothschild Wealth LLC | 370,693 | $13.66M | 1.3% | +34.9% | 0.962% | |
| 2/10/2026 | Hazlett Burt & Watson Inc. | 3,604 | $133K | 0.0% | -18.4% | 0.009% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 81,483 | $3.00M | 0.0% | +125,258.5% | 0.211% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 75,295 | $2.78M | 0.0% | +77.2% | 0.195% | |