| 6/3/2026 | NewEdge Advisors LLC | 11,328 | $459K | 0.0% | +37.7% | 0.076% | |
| 5/22/2026 | Verus Capital Partners LLC | 62,432 | $2.53M | 0.2% | -51.3% | 0.421% | |
| 5/20/2026 | January Capital Advisors LLC | 8,912 | $361K | 0.5% | N/A | 0.060% | |
| 5/20/2026 | Norris Financial Group LLC | 106,290 | $4.31M | 1.4% | N/A | 0.717% | |
| 5/19/2026 | Bank of America Corp DE | 277,650 | $11.25M | 0.0% | +6.5% | 1.873% | |
| 5/18/2026 | Royal Bank of Canada | 60,523 | $2.45M | 0.0% | -3.4% | 0.408% | |
| 5/13/2026 | Cetera Investment Advisers | 9,743 | $395K | 0.0% | +31.0% | 0.066% | |
| 5/6/2026 | Independent Financial Group LLC | 10,198 | $413K | 0.0% | N/A | 0.069% | |
| 5/5/2026 | Sanctuary Advisors LLC | 31,375 | $1.27M | 0.0% | -10.7% | 0.212% | |
| 5/2/2026 | Valmark Advisers Inc. | 26,019 | $1.05M | 0.0% | -2.5% | 0.176% | |
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| 5/1/2026 | Fifth Third Bancorp | 10,242 | $415K | 0.0% | N/A | 0.069% | |
| 4/29/2026 | Capstone Wealth Management Group LLC | 9,647 | $391K | 0.2% | -4.3% | 0.065% | |
| 4/29/2026 | ORBA Wealth Advisors L.L.C. | 122,868 | $4.98M | 5.9% | -32.6% | 0.829% | |
| 4/27/2026 | BIP Wealth LLC | 588,178 | $23.82M | 1.0% | +3.7% | 3.969% | |
| 4/27/2026 | Private Advisor Group LLC | 5,340 | $216K | 0.0% | -5.6% | 0.036% | |
| 4/24/2026 | TKG Advisors LLC | 26,415 | $1.07M | 0.4% | +115.0% | 0.178% | |
| 4/23/2026 | OakTrust Wealth Advisors LLC | 16,620 | $673K | 0.6% | +22.3% | 0.112% | |
| 4/22/2026 | Trilogy Capital Inc. | 10,080 | $408K | 0.0% | +4.1% | 0.066% | |
| 4/22/2026 | WT Wealth Management | 71,549 | $2.90M | 0.9% | -26.2% | 0.471% | |
| 4/16/2026 | Capstone Wealth Management Group LLC | 10,083 | $408K | 0.3% | -2.4% | 0.063% | |
| 3/13/2026 | Lane Brothers & Co. Inc. | 5,752 | $233K | 0.2% | N/A | 0.039% | |
| 2/27/2026 | OakTrust Wealth Advisors LLC | 13,595 | $551K | 0.5% | N/A | 0.092% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 50,431 | $2.04M | 1.1% | +3.2% | 0.342% | |
| 2/18/2026 | NewEdge Advisors LLC | 8,229 | $333K | 0.0% | -47.9% | 0.056% | |
| 2/17/2026 | AQR Capital Management LLC | 414,778 | $16.80M | 0.0% | -15.6% | 2.812% | |
| 2/17/2026 | Equitable Holdings Inc. | 23,227 | $941K | 0.0% | -5.7% | 0.157% | |
| 2/17/2026 | Osaic Holdings Inc. | 58,062 | $2.35M | 0.0% | -7.2% | 0.394% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 26,015 | $1.05M | 0.0% | +182.3% | 0.176% | |
| 2/17/2026 | Captrust Financial Advisors | 9,655 | $391K | 0.0% | +10.4% | 0.065% | |
| 2/17/2026 | Royal Bank of Canada | 62,627 | $2.54M | 0.0% | -13.4% | 0.425% | |
| 2/16/2026 | MML Investors Services LLC | 50,814 | $2.06M | 0.0% | +56.6% | 0.345% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 1,521 | $62K | 0.0% | -19.2% | 0.010% | |
| 2/13/2026 | Stifel Financial Corp | 11,409 | $462K | 0.0% | -8.4% | 0.077% | |
| 2/13/2026 | Golden State Wealth Management LLC | 14,214 | $576K | 0.1% | +27.9% | 0.096% | |
| 2/13/2026 | Ieq Capital LLC | 193,126 | $7.82M | 0.0% | -17.9% | 1.309% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,806 | $114K | 0.0% | +280,500.0% | 0.019% | |
| 2/12/2026 | Jane Street Group LLC | 38,719 | $1.57M | 0.0% | +69.9% | 0.263% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 11,250 | $456K | 0.0% | -2.4% | 0.076% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 18,434 | $747K | 0.0% | +2.3% | 0.125% | |
| 2/12/2026 | Collier Financial | 754 | $31K | 0.0% | -49.3% | 0.005% | |
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| 2/11/2026 | LPL Financial LLC | 1,324,852 | $53.66M | 0.0% | -28.9% | 8.982% | |
| 2/11/2026 | Verus Capital Partners LLC | 128,144 | $5.19M | 0.3% | -1.1% | 0.869% | |
| 2/10/2026 | Avestar Capital LLC | 623,302 | $25.25M | 1.6% | -6.5% | 4.226% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 13,579 | $550K | 0.0% | -5.1% | 0.092% | |
| 2/9/2026 | GatePass Capital LLC | 12,000 | $486K | 0.3% | N/A | 0.081% | |
| 2/9/2026 | Harbour Investments Inc. | 6,028 | $244K | 0.0% | -41.3% | 0.041% | |
| 2/6/2026 | Authentikos Wealth Advisory LLC | 39,535 | $1.60M | 1.1% | -8.5% | 0.268% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 44,787 | $1.81M | 0.0% | -4.7% | 0.304% | |
| 2/5/2026 | ORBA Wealth Advisors L.L.C. | 182,305 | $7.38M | 6.4% | +26.0% | 1.236% | |
| 2/5/2026 | Western Wealth Management LLC | 13,302 | $539K | 0.0% | -15.5% | 0.090% | |
| 2/4/2026 | Naples Global Advisors LLC | 20,850 | $845K | 0.1% | -38.3% | 0.141% | |
| 2/3/2026 | Winch Advisory Services LLC | 5,910 | $239K | 0.1% | -8.0% | 0.040% | |
| 2/2/2026 | WT Wealth Management | 96,978 | $3.93M | 1.1% | -14.3% | 0.657% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 14,925 | $605K | 0.0% | +77.7% | 0.101% | |
| 1/29/2026 | UBS Group AG | 78,540 | $3.18M | 0.0% | +25.1% | 0.535% | |
| 1/29/2026 | Sanctuary Advisors LLC | 35,150 | $1.42M | 0.0% | +3.7% | 0.239% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 17,248 | $699K | 0.0% | +55.4% | 0.117% | |
| 1/27/2026 | Cannon Wealth Management Services LLC | 35,143 | $1.42M | 1.0% | +27.8% | 0.239% | |
| 1/26/2026 | Private Trust Co. NA | 3,629 | $147K | 0.0% | -45.6% | 0.025% | |
| 1/26/2026 | CWM LLC | 3,802,612 | $154.03M | 0.4% | +6.8% | 25.903% | |
| 1/26/2026 | Valmark Advisers Inc. | 26,698 | $1.08M | 0.0% | -18.7% | 0.182% | |
| 1/26/2026 | David Kennon Inc | 105,601 | $4.28M | 1.5% | -47.7% | 0.719% | |
| 1/23/2026 | Fifth Third Securities Inc. | 14,540 | $589K | 0.0% | +57.4% | 0.099% | |
| 1/21/2026 | BIP Wealth LLC | 566,983 | $22.97M | 0.8% | +2.4% | 3.862% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 895 | $36K | 0.0% | N/A | 0.006% | |
| 1/21/2026 | Crews Bank & Trust | 21,810 | $883K | 0.1% | -2.9% | 0.149% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 17,900 | $725K | 0.0% | -6.2% | 0.122% | |
| 1/16/2026 | BridgePort Financial Solutions LLC | 78,829 | $3.19M | 0.9% | +3.7% | 0.532% | |
| 1/14/2026 | Global View Capital Management LLC | 44,590 | $1.81M | 0.3% | -3.0% | 0.301% | |
| 1/14/2026 | Kraft Davis & Associates LLC | 8,649 | $351K | 0.1% | -75.6% | 0.058% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 16,874 | $683K | 0.0% | +37.4% | 0.114% | |
| 1/9/2026 | PTM Wealth Management LLC | 702,470 | $28.47M | 16.1% | +6.5% | 4.567% | |
| 1/8/2026 | Elmwood Wealth Management Inc. | 49,215 | $1.99M | 0.6% | -1.9% | 0.320% | |
| 1/8/2026 | Gradient Investments LLC | 7,952 | $322K | 0.0% | -13.0% | 0.052% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 145,272 | $5.89M | 0.0% | -4.0% | 0.945% | |
| 1/5/2026 | CGN Advisors LLC | 28,376 | $1.15M | 0.1% | +1.6% | 0.184% | |
| 11/20/2025 | Centaurus Financial Inc. | 13,761 | $560K | 0.0% | +53.6% | 0.087% | |
| 11/17/2025 | Susquehanna International Group LLP | 12,563 | $511K | 0.0% | -91.8% | 0.079% | |
| 11/17/2025 | Flow Traders U.S. LLC | 23,665 | $963K | 0.0% | -60.8% | 0.149% | |
| 11/17/2025 | Bank of America Corp DE | 201,463 | $8.20M | 0.0% | -26.4% | 1.269% | |
| 11/17/2025 | Ameriprise Financial Inc. | 6,201 | $252K | 0.0% | +8.6% | 0.039% | |
| 11/14/2025 | Raymond James Financial Inc. | 247,205 | $10.06M | 0.0% | -0.8% | 1.557% | |
| 11/14/2025 | TRUE Private Wealth Advisors | 68,411 | $2.78M | 0.3% | N/A | 0.431% | |
| 11/14/2025 | Equitable Holdings Inc. | 24,635 | $1.00M | 0.0% | +8.6% | 0.155% | |
| 11/14/2025 | Barnes Wealth Management Group Inc | 48,878 | $1.99M | 1.1% | -0.7% | 0.308% | |
| 11/13/2025 | UBS Group AG | 62,758 | $2.55M | 0.0% | -2.9% | 0.395% | |
| 11/13/2025 | Private Advisor Group LLC | 5,543 | $226K | 0.0% | N/A | 0.035% | |
| 11/12/2025 | Bouchey Financial Group Ltd | 9,951 | $405K | 0.0% | +38.8% | 0.063% | |
| 11/12/2025 | Perennial Investment Advisors LLC | 12,972 | $528K | 0.0% | +54.0% | 0.082% | |
| 11/10/2025 | Verus Capital Partners LLC | 129,585 | $5.27M | 0.4% | +4.7% | 0.816% | |
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| 11/10/2025 | Cannon Wealth Management Services LLC | 27,500 | $1.12M | 0.8% | +48.7% | 0.173% | |
| 11/10/2025 | David Kennon Inc | 201,742 | $8.21M | 3.0% | -4.3% | 1.270% | |
| 11/7/2025 | Avestar Capital LLC | 666,961 | $27.14M | 1.8% | -8.6% | 4.200% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 12,278 | $500K | 0.0% | -74.4% | 0.077% | |
| 11/6/2025 | Assetmark Inc. | 758 | $31K | 0.0% | N/A | 0.005% | |
| 11/6/2025 | Elmwood Wealth Management Inc. | 50,182 | $2.04M | 0.7% | +7.8% | 0.316% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 19,084 | $777K | 0.0% | -5.9% | 0.120% | |
| 11/6/2025 | BridgePort Financial Solutions LLC | 76,009 | $3.09M | 0.8% | N/A | 0.479% | |
| 11/6/2025 | Western Wealth Management LLC | 15,738 | $640K | 0.0% | -11.8% | 0.099% | |
| 11/5/2025 | Collier Financial | 1,486 | $60K | 0.0% | N/A | 0.009% | |