| 7/16/2026 | Certified Advisory Corp | 1,349 | $207K | 0.0% | N/A | 0.019% | |
| 7/9/2026 | Capital Wealth Management LLC | 17,158 | $2.63M | 0.6% | +7.0% | 0.242% | |
| 7/9/2026 | Breakwater Capital Group | 1,947 | $299K | 0.0% | -37.2% | 0.028% | |
| 7/8/2026 | Sprinkle Financial Consultants LLC | 1,568 | $241K | 0.1% | N/A | 0.022% | |
| 7/7/2026 | Crescent Sterling Ltd. | 9,207 | $1.41M | 1.3% | +4.7% | 0.130% | |
| 5/19/2026 | NewEdge Advisors LLC | 1,862 | $232K | 0.0% | -4.4% | 0.027% | |
| 5/19/2026 | Bank of America Corp DE | 118,279 | $14.72M | 0.0% | +3.6% | 1.739% | |
| 5/18/2026 | Royal Bank of Canada | 31,969 | $3.98M | 0.0% | -50.8% | 0.470% | |
| 5/13/2026 | Cetera Investment Advisers | 21,622 | $2.69M | 0.0% | -1.2% | 0.318% | |
| 5/8/2026 | Pacific Sun Financial Corp | 4,547 | $566K | 0.3% | +3.9% | 0.067% | |
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| 5/8/2026 | Summit Asset Management LLC | 7,936 | $988K | 0.1% | +5.2% | 0.117% | |
| 5/7/2026 | World Equity Group Inc. | 1,646 | $205K | 0.1% | N/A | 0.024% | |
| 5/6/2026 | Independent Financial Group LLC | 3,533 | $440K | 0.0% | N/A | 0.052% | |
| 5/5/2026 | D.A. Davidson & CO. | 11,480 | $1.43M | 0.0% | +0.7% | 0.169% | |
| 5/5/2026 | Signet Financial Management LLC | 4,111 | $512K | 0.1% | -2.7% | 0.060% | |
| 5/4/2026 | Parr Mcknight Wealth Management Group LLC | 1,648 | $205K | 0.0% | N/A | 0.024% | |
| 5/4/2026 | Del Sette Capital Management LLC | 50,820 | $6.33M | 3.8% | +14.1% | 0.747% | |
| 5/1/2026 | Sovran Advisors LLC | 7,987 | $994K | 0.1% | +3.7% | 0.117% | |
| 5/1/2026 | Simplicity Wealth LLC | 6,377 | $794K | 0.0% | -1.6% | 0.094% | |
| 4/30/2026 | Kestra Advisory Services LLC | 13,711 | $1.71M | 0.0% | +6.4% | 0.202% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 22,943 | $2.86M | 0.0% | +3.0% | 0.337% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 5,782 | $720K | 0.0% | -9.0% | 0.085% | |
| 4/20/2026 | Breakwater Capital Group | 3,100 | $386K | 0.1% | +10.7% | 0.046% | |
| 4/17/2026 | Capital Wealth Management LLC | 16,036 | $2.00M | 0.5% | +23.3% | 0.236% | |
| 4/17/2026 | LMG Wealth Partners LLC | 59,208 | $7.37M | 1.3% | +0.9% | 0.871% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 428 | $52K | 0.0% | -46.9% | 0.006% | |
| 3/16/2026 | Bank of New Hampshire | 14,955 | $1.81M | 0.4% | -60.9% | 0.219% | |
| 3/3/2026 | EJMK Ventures LLC | 2,167 | $263K | 0.2% | N/A | 0.032% | |
| 2/25/2026 | Tempo Wealth LLC | 13,336 | $1.62M | 0.3% | N/A | 0.195% | |
| 2/25/2026 | MidFirst Bank | 19,248 | $2.33M | 0.2% | N/A | 0.281% | |
| 2/23/2026 | Virtu Financial LLC | 4,944 | $600K | 0.0% | +169.9% | 0.072% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 260 | $32K | 0.0% | N/A | 0.004% | |
| 2/18/2026 | Ameriflex Group Inc. | 772 | $94K | 0.0% | -51.3% | 0.011% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 9,201 | $1.12M | 0.0% | -6.4% | 0.135% | |
| 2/18/2026 | Veratis Advisors Inc. | 17,325 | $2.27M | 1.8% | N/A | 0.253% | |
| 2/17/2026 | AQR Capital Management LLC | 2,331 | $283K | 0.0% | N/A | 0.034% | |
| 2/17/2026 | Cetera Investment Advisers | 21,889 | $2.66M | 0.0% | +9.1% | 0.320% | |
| 2/17/2026 | Equitable Holdings Inc. | 18,282 | $2.22M | 0.0% | +3.7% | 0.267% | |
| 2/17/2026 | Osaic Holdings Inc. | 20,157 | $2.45M | 0.0% | +1.2% | 0.295% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 3,045 | $369K | 0.0% | N/A | 0.045% | |
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| 2/17/2026 | Royal Bank of Canada | 64,958 | $7.88M | 0.0% | +147.2% | 0.950% | |
| 2/16/2026 | MML Investors Services LLC | 10,704 | $1.30M | 0.0% | +6.8% | 0.156% | |
| 2/16/2026 | Mariner LLC | 88,976 | $10.79M | 0.0% | -35.3% | 1.301% | |
| 2/16/2026 | Brown Advisory Inc. | 30,163 | $3.66M | 0.0% | +3.7% | 0.441% | |
| 2/13/2026 | Kestra Advisory Services LLC | 12,882 | $1.56M | 0.0% | +4.8% | 0.188% | |
| 2/13/2026 | Stifel Financial Corp | 8,601 | $1.04M | 0.0% | -1.8% | 0.126% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 326 | $40K | 0.0% | +5,333.3% | 0.005% | |
| 2/13/2026 | Advyzon Investment Management LLC | 6,569 | $797K | 0.1% | N/A | 0.096% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 286 | $35K | 0.0% | N/A | 0.004% | |
| 2/13/2026 | Wells Fargo & Company MN | 44,747 | $5.43M | 0.0% | -0.9% | 0.654% | |
| 2/13/2026 | Livet Wealth LLC | 3,904 | $473K | 0.3% | N/A | 0.057% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 21,957 | $2.66M | 0.0% | -16.1% | 0.321% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 21,387 | $2.59M | 0.0% | -10.1% | 0.313% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 77,304 | $9.38M | 0.1% | +0.1% | 1.130% | |
| 2/12/2026 | Moneta Group Investment Advisors LLC | 46,882 | $5.69M | 0.0% | +6.6% | 0.685% | |
| 2/12/2026 | Principal Securities Inc. | 31,097 | $3.77M | 0.1% | +5.1% | 0.455% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 22,276 | $2.70M | 0.0% | +8.5% | 0.326% | |
| 2/11/2026 | Strategic Advocates LLC | 155,656 | $19.17M | 4.9% | +4.2% | 2.276% | |
| 2/11/2026 | LPL Financial LLC | 234,197 | $28.41M | 0.0% | +5.7% | 3.424% | |
| 2/11/2026 | Ackerman Capital Advisors LLC | 7,522 | $912K | 0.2% | -30.4% | 0.110% | |
| 2/11/2026 | OneAscent Financial Services LLC | 2,115 | $257K | 0.0% | +5.0% | 0.031% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 3,111 | $377K | 0.0% | -37.7% | 0.045% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 50,000 | $6.06M | 0.0% | -4.1% | 0.731% | |
| 2/10/2026 | Vantus Wealth LLC | 6,699 | $812K | 0.6% | N/A | 0.098% | |
| 2/10/2026 | Viawealth LLC | 6,022 | $730K | 0.4% | -1.3% | 0.088% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 57,794 | $7.01M | 0.0% | +27.9% | 0.845% | |
| 2/10/2026 | MidAtlantic Capital Management Inc. | 1,284 | $156K | 0.1% | N/A | 0.019% | |
| 2/9/2026 | Studio Investment Management LLC | 16,693 | $2.03M | 0.4% | -1.2% | 0.244% | |
| 2/9/2026 | Prospera Financial Services Inc | 3,554 | $431K | 0.0% | +2.5% | 0.052% | |
| 2/6/2026 | Global Retirement Partners LLC | 61,246 | $7.43M | 0.1% | +2.9% | 0.895% | |
| 2/6/2026 | Financial Synergies Wealth Advisors Inc. | 1,725 | $209K | 0.0% | N/A | 0.025% | |
| 2/6/2026 | IFP Advisors Inc | 702 | $85K | 0.0% | +116.7% | 0.010% | |
| 2/5/2026 | Allworth Financial LP | 453 | $55K | 0.0% | N/A | 0.007% | |
| 2/4/2026 | Nwam LLC | 1,586 | $205K | 0.0% | -7.1% | 0.023% | |
| 2/3/2026 | MGO One Seven LLC | 5,554 | $674K | 0.0% | +7.5% | 0.081% | |
| 2/2/2026 | Alliance Wealth Advisors LLC UT | 59,762 | $7.25M | 1.6% | +1,617.3% | 0.874% | |
| 2/2/2026 | LMG Wealth Partners LLC | 58,708 | $7.12M | 1.3% | -9.7% | 0.858% | |
| 2/2/2026 | Del Sette Capital Management LLC | 44,552 | $5.40M | 3.3% | +2.7% | 0.651% | |
| 2/2/2026 | Capital Wealth Management LLC | 13,007 | $1.58M | 0.5% | +15.0% | 0.190% | |
| 1/30/2026 | Archer Investment Corp | 1,411 | $171K | 0.0% | -8.1% | 0.021% | |
| 1/30/2026 | Strategic Blueprint LLC | 8,731 | $1.06M | 0.1% | +137.2% | 0.128% | |
| 1/29/2026 | D.A. Davidson & CO. | 11,402 | $1.38M | 0.0% | +4.4% | 0.167% | |
| 1/29/2026 | Dougherty Wealth Advisers LLC | 77,808 | $9.44M | 5.3% | +2.9% | 1.138% | |
| 1/29/2026 | UBS Group AG | 29,773 | $3.61M | 0.0% | -23.8% | 0.435% | |
| 1/29/2026 | ProVise Management Group LLC | 25,772 | $3.13M | 0.2% | +5.6% | 0.377% | |
| 1/27/2026 | Osborne Partners Capital Management LLC | 1,770 | $215K | 0.0% | N/A | 0.026% | |
| 1/27/2026 | PFG Advisors | 23,505 | $2.85M | 0.1% | +0.7% | 0.344% | |
| 1/27/2026 | Bonfire Financial | 1,973 | $239K | 0.2% | -9.2% | 0.029% | |
| 1/26/2026 | Lowery Thomas LLC | 24,534 | $2.98M | 1.7% | +0.8% | 0.359% | |
| 1/26/2026 | Code Waechter LLC | 49,872 | $6.05M | 3.9% | +3.5% | 0.729% | |
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| 1/23/2026 | Farther Finance Advisors LLC | 5,030 | $610K | 0.0% | -7.3% | 0.074% | |
| 1/22/2026 | Rodgers & Associates LTD | 4,807 | $583K | 0.1% | -7.2% | 0.070% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 281 | $34K | 0.0% | N/A | 0.004% | |
| 1/20/2026 | Sovran Advisors LLC | 7,703 | $998K | 0.1% | +4.8% | 0.113% | |
| 1/20/2026 | Relyea Zuckerberg Hanson LLC | 2,267 | $275K | 0.0% | -6.8% | 0.033% | |
| 1/16/2026 | Blue Trust Inc. | 250 | $30K | 0.0% | +400.0% | 0.004% | |
| 1/15/2026 | Financial Planning Hawaii Inc. | 2,570 | $312K | 0.2% | N/A | 0.038% | |
| 1/15/2026 | Kieckhefer Group LLC | 41,015 | $4.98M | 2.4% | -1.4% | 0.600% | |
| 1/13/2026 | CoreCap Advisors LLC | 1,908 | $231K | 0.0% | +67.7% | 0.028% | |
| 1/9/2026 | Breakwater Capital Group | 2,800 | $340K | 0.0% | -3.5% | 0.041% | |