| 7/7/2026 | Crescent Sterling Ltd. | 10,385 | $830K | 0.7% | +5.0% | 0.315% | |
| 5/26/2026 | Glenmede Trust Co. NA | 2,179 | $168K | 0.0% | N/A | 0.066% | |
| 5/19/2026 | Western Wealth Management LLC | 585 | $45K | 0.0% | N/A | 0.018% | |
| 5/19/2026 | Bank of America Corp DE | 88,474 | $6.83M | 0.0% | -4.7% | 2.681% | |
| 5/13/2026 | Cetera Investment Advisers | 5,158 | $398K | 0.0% | -8.7% | 0.156% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 931 | $75K | 0.0% | +189.1% | 0.028% | |
| 5/1/2026 | Fifth Third Bancorp | 800 | $62K | 0.0% | N/A | 0.024% | |
| 5/1/2026 | WealthShield Partners LLC | 19,156 | $1.48M | 0.2% | +0.7% | 0.580% | |
| 5/1/2026 | Simplicity Wealth LLC | 6,299 | $486K | 0.0% | -9.7% | 0.191% | |
| 4/30/2026 | Kestra Advisory Services LLC | 3,465 | $267K | 0.0% | +5.7% | 0.105% | |
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| 4/28/2026 | Ascentis Independent Advisors | 9,400 | $725K | 0.1% | +101.7% | 0.285% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 6,520 | $503K | 0.2% | -30.0% | 0.198% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 1,428 | $110K | 0.0% | +35.5% | 0.043% | |
| 4/22/2026 | Seneca Financial Advisors LLC | 18,297 | $1.41M | 0.4% | -10.9% | 0.568% | |
| 4/21/2026 | LifeWealth Investments LLC | 7,329 | $565K | 0.2% | -25.4% | 0.228% | |
| 4/18/2026 | Richards Merrill & Peterson Inc. | 14,572 | $1.12M | 0.4% | +24.6% | 0.453% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,043 | $230K | 0.0% | +13.8% | 0.097% | |
| 3/9/2026 | Corient Private Wealth LLC | 50,924 | $3.84M | 0.0% | -1.7% | 1.617% | |
| 2/19/2026 | Corient Private Wealth LLC | 50,924 | $3.84M | 0.0% | -1.7% | 1.617% | |
| 2/18/2026 | KKM Financial LLC | 55,145 | $4.16M | 0.7% | N/A | 1.751% | |
| 2/17/2026 | Cetera Investment Advisers | 5,648 | $426K | 0.0% | -4.8% | 0.179% | |
| 2/17/2026 | Captrust Financial Advisors | 19,698 | $1.49M | 0.0% | -9.2% | 0.625% | |
| 2/16/2026 | MML Investors Services LLC | 3,335 | $252K | 0.0% | +10.0% | 0.106% | |
| 2/16/2026 | Mariner LLC | 32,288 | $2.44M | 0.0% | +13.5% | 1.025% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,278 | $247K | 0.0% | N/A | 0.104% | |
| 2/13/2026 | State Street Corp | 63,600 | $4.80M | 0.0% | +119.3% | 2.019% | |
| 2/11/2026 | LPL Financial LLC | 128,830 | $9.72M | 0.0% | +2.5% | 4.090% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 359 | $27K | 0.0% | N/A | 0.011% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 3,978 | $300K | 0.1% | N/A | 0.126% | |
| 2/3/2026 | WealthShield Partners LLC | 19,022 | $1.44M | 0.2% | +3.5% | 0.604% | |
| 2/2/2026 | Truist Financial Corp | 14,625 | $1.10M | 0.0% | +5.2% | 0.464% | |
| 2/2/2026 | FSA Advisors Inc. | 2,830 | $214K | 0.0% | N/A | 0.090% | |
| 2/2/2026 | B.O.S.S. Retirement Advisors LLC | 9,319 | $703K | 0.2% | -69.2% | 0.296% | |
| 2/2/2026 | Cornerstone Planning Group LLC | 322 | $25K | 0.0% | N/A | 0.010% | |
| 1/29/2026 | Quest 10 Wealth Builders Inc. | 6,835 | $516K | 0.5% | -3.8% | 0.212% | |
| 1/27/2026 | Richards Merrill & Peterson Inc. | 11,692 | $882K | 0.3% | +20.0% | 0.363% | |
| 1/26/2026 | Seneca Financial Advisors LLC | 20,527 | $1.55M | 0.5% | -2.0% | 0.637% | |
| 1/26/2026 | LifeWealth Investments LLC | 9,823 | $741K | 0.2% | -6.5% | 0.305% | |
| 1/26/2026 | AE Wealth Management LLC | 344,755 | $26.01M | 0.1% | +2.4% | 10.707% | |
| 1/26/2026 | Key Capital Management INC | 13,876 | $1.05M | 1.0% | N/A | 0.431% | |
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| 1/26/2026 | Slagle Financial LLC | 3,029 | $229K | 0.1% | -7.9% | 0.094% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,932 | $221K | 0.0% | -15.6% | 0.091% | |
| 1/22/2026 | Accordant Advisory Group Inc | 2,267 | $171K | 0.1% | +68.1% | 0.070% | |
| 1/22/2026 | Centennial Advisors LLC | 4,248 | $321K | 0.4% | N/A | 0.132% | |
| 1/21/2026 | Raleigh Capital Management Inc. | 1,054 | $80K | 0.0% | N/A | 0.033% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 1,099 | $83K | 0.0% | N/A | 0.034% | |
| 1/20/2026 | FLP Wealth Management LLC | 3,923 | $275K | 0.3% | +11.3% | 0.122% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 21,034 | $1.61M | 0.0% | +11.0% | 0.657% | |
| 1/7/2026 | Crescent Sterling Ltd. | 7,672 | $579K | 0.6% | +18.5% | 0.240% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 3,999 | $291K | 0.0% | N/A | 0.129% | |
| 11/19/2025 | Captrust Financial Advisors | 21,684 | $1.58M | 0.0% | -0.7% | 0.699% | |
| 11/17/2025 | Susquehanna International Group LLP | 22,191 | $1.61M | 0.0% | -18.7% | 0.716% | |
| 11/17/2025 | Mariner LLC | 28,458 | $2.07M | 0.0% | +4.5% | 0.918% | |
| 11/17/2025 | Citadel Advisors LLC | 3,620 | $263K | 0.0% | N/A | 0.117% | |
| 11/17/2025 | Bank of America Corp DE | 91,316 | $6.64M | 0.0% | -4.3% | 2.946% | |
| 11/17/2025 | Ameriprise Financial Inc. | 41,969 | $3.05M | 0.0% | +3.8% | 1.354% | |
| 11/14/2025 | Raymond James Financial Inc. | 24,008 | $1.75M | 0.0% | +43.4% | 0.774% | |
| 11/14/2025 | Brown Brothers Harriman & Co. | 8,740 | $635K | 0.0% | N/A | 0.282% | |
| 11/13/2025 | UBS Group AG | 10,951 | $796K | 0.0% | -34.7% | 0.353% | |
| 11/13/2025 | Private Advisor Group LLC | 2,811 | $204K | 0.0% | N/A | 0.091% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 1,409 | $102K | 0.0% | +261.3% | 0.045% | |
| 11/6/2025 | Slagle Financial LLC | 3,290 | $239K | 0.1% | -4.6% | 0.106% | |
| 11/5/2025 | Key Financial Inc | 2,335 | $171K | 0.0% | +13.7% | 0.075% | |
| 11/5/2025 | B.O.S.S. Retirement Advisors LLC | 30,294 | $2.20M | 0.5% | -14.1% | 0.977% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 16,079 | $1.17M | 0.0% | -2.1% | 0.519% | |
| 11/4/2025 | Jones Financial Companies Lllp | 1,259 | $91K | 0.0% | +135.8% | 0.041% | |
| 11/3/2025 | AE Wealth Management LLC | 336,822 | $24.49M | 0.2% | +4.3% | 10.865% | |
| 11/3/2025 | Truist Financial Corp | 13,898 | $1.01M | 0.0% | -1.5% | 0.448% | |
| 10/31/2025 | WealthShield Partners LLC | 18,377 | $1.34M | 0.2% | +1.0% | 0.593% | |
| 10/30/2025 | Simplicity Wealth LLC | 7,010 | $510K | 0.0% | -29.8% | 0.226% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 18,943 | $1.38M | 0.0% | -2.2% | 0.611% | |
| 10/23/2025 | Seneca Financial Advisors LLC | 20,939 | $1.52M | 0.5% | -2.0% | 0.675% | |
| 10/22/2025 | Accordant Advisory Group Inc | 1,349 | $98K | 0.1% | N/A | 0.044% | |
| 10/20/2025 | Quest 10 Wealth Builders Inc. | 7,108 | $517K | 0.5% | -9.2% | 0.229% | |
| 10/16/2025 | Richards Merrill & Peterson Inc. | 9,742 | $708K | 0.3% | +19.4% | 0.314% | |
| 10/15/2025 | FLP Wealth Management LLC | 3,344 | $256K | 0.3% | -5.3% | 0.108% | |
| 10/15/2025 | Crescent Sterling Ltd. | 6,473 | $471K | 0.5% | +2.4% | 0.209% | |
| 10/14/2025 | Farther Finance Advisors LLC | 3,474 | $253K | 0.0% | -4.7% | 0.112% | |
| 9/26/2025 | Corient Private Wealth LLC | 58,188 | $4.11M | 0.0% | -0.5% | 1.889% | |
| 9/4/2025 | Osaic Holdings Inc. | 3,908 | $276K | 0.0% | +28.2% | 0.127% | |
| 8/27/2025 | Seneca Financial Advisors LLC | 21,365 | $1.51M | 0.6% | +0.9% | 0.694% | |
| 8/15/2025 | Corient Private Wealth LLC | 116,376 | $8.21M | 0.0% | +99.1% | 3.778% | |
| 8/15/2025 | Captrust Financial Advisors | 21,828 | $1.54M | 0.0% | +15.4% | 0.709% | |
| 8/15/2025 | Bank of America Corp DE | 95,450 | $6.73M | 0.0% | -10.1% | 3.099% | |
| 8/15/2025 | Ameriprise Financial Inc. | 40,433 | $2.98M | 0.0% | -9.9% | 1.313% | |
| 8/14/2025 | Jane Street Group LLC | 6,314 | $445K | 0.0% | -38.8% | 0.205% | |
| 8/14/2025 | Raymond James Financial Inc. | 16,738 | $1.18M | 0.0% | -1.9% | 0.543% | |
| 8/12/2025 | Prudential PLC | 59,624 | $4.21M | 0.0% | +77.7% | 1.936% | |
| 8/11/2025 | Slagle Financial LLC | 3,449 | $243K | 0.1% | -7.1% | 0.112% | |
| 8/8/2025 | WealthShield Partners LLC | 18,196 | $1.28M | 0.2% | +2.8% | 0.592% | |
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| 8/6/2025 | AE Wealth Management LLC | 322,902 | $22.78M | 0.2% | -2.9% | 10.501% | |
| 8/4/2025 | Crescent Sterling Ltd. | 6,323 | $446K | 0.5% | -17.4% | 0.206% | |
| 8/4/2025 | Buckhead Capital Management LLC | 3,666 | $259K | 0.1% | +5.6% | 0.119% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 16,432 | $1.16M | 0.0% | -5.6% | 0.534% | |
| 7/31/2025 | Richards Merrill & Peterson Inc. | 8,156 | $575K | 0.3% | +17.6% | 0.265% | |
| 7/30/2025 | LifeWealth Investments LLC | 10,434 | $736K | 0.2% | +15.5% | 0.339% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 66,159 | $4.67M | 0.1% | N/A | 2.152% | |
| 7/29/2025 | Private Trust Co. NA | 635 | $45K | 0.0% | +170.2% | 0.021% | |
| 7/22/2025 | Simplicity Wealth LLC | 9,984 | $704K | 0.0% | +67.1% | 0.324% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 390 | $28K | 0.0% | N/A | 0.013% | |