| 7/2/2026 | KERR FINANCIAL PLANNING Corp | 2,762 | $146K | 0.2% | -17.3% | 0.007% | |
| 7/1/2026 | Eastern Bank | 14,886 | $787K | 0.0% | -19.2% | 0.040% | |
| 6/18/2026 | Western Wealth Management LLC | 22,126 | $903K | 0.0% | +1.8% | 0.059% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 221,303 | $9.03M | 0.4% | -1.6% | 0.589% | |
| 6/3/2026 | NewEdge Advisors LLC | 45,936 | $1.88M | 0.0% | -0.5% | 0.122% | |
| 5/21/2026 | Essential Partners LLC | 9,618 | $393K | 0.1% | +112.6% | 0.026% | |
| 5/19/2026 | Western Wealth Management LLC | 22,126 | $903K | 0.0% | +1.8% | 0.059% | |
| 5/19/2026 | McIlrath & Eck LLC | 15,293 | $624K | 0.0% | -1.5% | 0.041% | |
| 5/19/2026 | Bank of America Corp DE | 3,427,623 | $139.88M | 0.0% | +10.2% | 9.116% | |
| 5/19/2026 | Arkadios Wealth Advisors | 18,808 | $768K | 0.0% | -60.4% | 0.050% | |
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| 5/18/2026 | EverSource Wealth Advisors LLC | 16,079 | $656K | 0.0% | +23.9% | 0.043% | |
| 5/18/2026 | Royal Bank of Canada | 230,847 | $9.42M | 0.0% | +494.3% | 0.614% | |
| 5/13/2026 | Cetera Investment Advisers | 136,652 | $5.58M | 0.0% | -1.0% | 0.363% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 8,246 | $337K | 0.2% | N/A | 0.022% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 213,046 | $8.69M | 0.6% | +3.6% | 0.567% | |
| 5/7/2026 | Scarborough Advisors LLC | 40,244 | $1.64M | 0.2% | +3.2% | 0.107% | |
| 5/7/2026 | Planning Alternatives Ltd. ADV | 385,033 | $15.71M | 2.0% | +18.7% | 1.024% | |
| 5/7/2026 | Nelson Capital Management LLC | 181,608 | $7.41M | 0.9% | +13.6% | 0.483% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 14,247 | $581K | 0.0% | -2.5% | 0.038% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 106,345 | $4.34M | 0.4% | N/A | 0.283% | |
| 5/6/2026 | Independent Financial Group LLC | 16,262 | $664K | 0.0% | N/A | 0.043% | |
| 5/5/2026 | D.A. Davidson & CO. | 107,843 | $4.40M | 0.0% | -14.5% | 0.287% | |
| 5/5/2026 | Sanctuary Advisors LLC | 254,590 | $10.39M | 0.1% | +750.5% | 0.677% | |
| 5/5/2026 | Sigma Planning Corp | 40,875 | $1.67M | 0.0% | +6.9% | 0.109% | |
| 5/4/2026 | Bleakley Financial Group LLC | 162,089 | $6.62M | 0.1% | -1.1% | 0.431% | |
| 5/2/2026 | Navigoe LLC | 4,209 | $171K | 0.1% | -10.1% | 0.011% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 102,867 | $4.20M | 0.8% | -4.7% | 0.274% | |
| 5/2/2026 | Diversify Wealth Management LLC | 43,465 | $1.77M | 0.0% | N/A | 0.116% | |
| 5/1/2026 | Fifth Third Bancorp | 3,668 | $150K | 0.0% | N/A | 0.010% | |
| 5/1/2026 | SoundView Advisors Inc. | 56,983 | $2.33M | 0.8% | -1.0% | 0.152% | |
| 4/30/2026 | Mason & Associates Inc | 91,809 | $3.60M | 0.7% | +3.4% | 0.244% | |
| 4/30/2026 | Kestra Advisory Services LLC | 121,440 | $4.96M | 0.0% | +20.2% | 0.323% | |
| 4/29/2026 | Financial Life Advisors | 44,402 | $1.81M | 0.6% | -15.1% | 0.118% | |
| 4/29/2026 | Nicholas Hoffman & Company LLC. | 35,154 | $1.44M | 0.0% | +2.1% | 0.093% | |
| 4/29/2026 | KERR FINANCIAL PLANNING Corp | 3,341 | $136K | 0.2% | -39.5% | 0.009% | |
| 4/28/2026 | New England Capital Financial Advisors LLC | 114,364 | $4.67M | 1.3% | +4.3% | 0.304% | |
| 4/27/2026 | Marotta Asset Management | 872,063 | $35.92M | 6.6% | -4.1% | 2.319% | |
| 4/27/2026 | Private Advisor Group LLC | 184,797 | $7.54M | 0.0% | +20.7% | 0.491% | |
| 4/24/2026 | Prism Advisors Inc. | 480,368 | $19.60M | 5.2% | -4.6% | 1.278% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 120,621 | $4.92M | 0.0% | +29.0% | 0.336% | |
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| 4/21/2026 | Retirement Planning Group LLC NY | 13,941 | $569K | 0.4% | +12.7% | 0.039% | |
| 4/21/2026 | Pacific Sage Partners LLC | 12,836 | $524K | 0.1% | +2.8% | 0.036% | |
| 4/20/2026 | Breakwater Capital Group | 168,362 | $6.87M | 0.9% | -0.6% | 0.469% | |
| 4/20/2026 | RFG Advisory LLC | 16,804 | $686K | 0.0% | -6.8% | 0.047% | |
| 4/18/2026 | CENTRAL TRUST Co | 257,055 | $10.49M | 0.2% | -2.7% | 0.716% | |
| 4/17/2026 | Krilogy Financial LLC | 137,102 | $5.60M | 0.2% | +2.0% | 0.382% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 139,114 | $5.68M | 1.3% | +8.4% | 0.388% | |
| 4/17/2026 | Telos Capital Management Inc. | 19,633 | $801K | 0.1% | -6.1% | 0.055% | |
| 4/17/2026 | IFC & Insurance Marketing Inc. | 41,356 | $1.69M | 1.8% | +52.5% | 0.115% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 72,425 | $2.78M | 0.0% | -14.8% | 0.205% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 732,437 | $28.10M | 0.0% | -1.3% | 2.069% | |
| 2/18/2026 | NewEdge Advisors LLC | 46,160 | $1.77M | 0.0% | +2.6% | 0.130% | |
| 2/18/2026 | Vertex Planning Partners LLC | 102,119 | $3.92M | 0.9% | -0.5% | 0.288% | |
| 2/18/2026 | OLD Mission Capital LLC | 9,694 | $372K | 0.0% | -90.9% | 0.027% | |
| 2/17/2026 | Scarborough Advisors LLC | 39,011 | $1.50M | 0.3% | -1.3% | 0.110% | |
| 2/17/2026 | Cetera Investment Advisers | 137,980 | $5.29M | 0.0% | -3.0% | 0.390% | |
| 2/17/2026 | Equitable Holdings Inc. | 14,613 | $561K | 0.0% | +92.5% | 0.041% | |
| 2/17/2026 | Osaic Holdings Inc. | 185,172 | $7.10M | 0.0% | +2.4% | 0.523% | |
| 2/17/2026 | Private Advisor Group LLC | 153,115 | $5.87M | 0.0% | -1.6% | 0.433% | |
| 2/17/2026 | Guardian Wealth Advisors LLC NC | 168,326 | $6.46M | 0.4% | -0.5% | 0.475% | |
| 2/17/2026 | &PARTNERS | 68,010 | $2.61M | 0.0% | +889.2% | 0.192% | |
| 2/17/2026 | Royal Bank of Canada | 38,845 | $1.49M | 0.0% | +2,951.5% | 0.110% | |
| 2/16/2026 | MML Investors Services LLC | 6,483 | $249K | 0.0% | +5.9% | 0.018% | |
| 2/16/2026 | Mariner LLC | 14,772 | $567K | 0.0% | -11.7% | 0.042% | |
| 2/16/2026 | Focus Partners Wealth | 190,192 | $7.30M | 0.0% | +1.9% | 0.537% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 2,559 | $98K | 0.0% | N/A | 0.007% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 168,290 | $6.46M | 0.0% | -0.5% | 0.475% | |
| 2/13/2026 | CreativeOne Wealth LLC | 22,018 | $845K | 0.0% | +4.1% | 0.062% | |
| 2/13/2026 | Kestra Advisory Services LLC | 101,040 | $3.88M | 0.0% | +131.0% | 0.285% | |
| 2/13/2026 | Stifel Financial Corp | 181,887 | $6.98M | 0.0% | +1.3% | 0.514% | |
| 2/13/2026 | Morgan Stanley | 2,800,821 | $107.44M | 0.0% | -2.1% | 7.912% | |
| 2/13/2026 | Arkadios Wealth Advisors | 47,514 | $1.82M | 0.0% | N/A | 0.134% | |
| 2/13/2026 | Wells Fargo & Company MN | 265,770 | $10.20M | 0.0% | +243.7% | 0.751% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 535,200 | $20.53M | 0.0% | -26.0% | 1.512% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 27,119 | $1.04M | 1.0% | N/A | 0.077% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 37,955 | $1.46M | 0.0% | +9.4% | 0.107% | |
| 2/12/2026 | Alps Advisors Inc. | 403,540 | $15.48M | 0.1% | -1.8% | 1.140% | |
| 2/11/2026 | Smithbridge Asset Management Inc. DE | 9,145 | $351K | 0.0% | +51.9% | 0.026% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 93,504 | $3.59M | 0.0% | +21.3% | 0.264% | |
| 2/11/2026 | Brand Asset Management Group Inc. | 31,452 | $1.21M | 0.3% | +24.0% | 0.089% | |
| 2/11/2026 | Cerity Partners LLC | 167,327 | $6.42M | 0.0% | -61.4% | 0.473% | |
| 2/11/2026 | WESCAP Management Group Inc. | 12,937 | $496K | 0.1% | +25.3% | 0.037% | |
| 2/11/2026 | LPL Financial LLC | 999,763 | $38.35M | 0.0% | +4.0% | 2.824% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 5,939 | $228K | 0.0% | N/A | 0.017% | |
| 2/11/2026 | Syon Capital LLC | 343,678 | $13.18M | 0.7% | -0.4% | 0.971% | |
| 2/10/2026 | GW Henssler & Associates Ltd. | 12,287 | $471K | 0.0% | -17.0% | 0.035% | |
| 2/10/2026 | Redwood Financial Network Corp | 26,075 | $1M | 0.6% | +2.2% | 0.074% | |
| 2/10/2026 | Koss Olinger Consulting LLC | 14,617 | $561K | 0.0% | -5.8% | 0.041% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,446,939 | $55.51M | 0.0% | -11.2% | 4.087% | |
| 2/9/2026 | Bleakley Financial Group LLC | 163,932 | $6.29M | 0.1% | +2.4% | 0.463% | |
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| 2/9/2026 | Prospera Financial Services Inc | 62,712 | $2.41M | 0.0% | -21.4% | 0.177% | |
| 2/9/2026 | ARQ Wealth Advisors LLC | 107,896 | $4.14M | 1.1% | -10.4% | 0.305% | |
| 2/6/2026 | Planning Alternatives Ltd. ADV | 324,397 | $12.44M | 1.6% | -1.5% | 0.916% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 12,973 | $498K | 0.0% | +31.6% | 0.037% | |
| 2/6/2026 | SoundView Advisors Inc. | 57,569 | $2.21M | 0.8% | +8.6% | 0.163% | |
| 2/6/2026 | Global Retirement Partners LLC | 851 | $33K | 0.0% | N/A | 0.002% | |
| 2/6/2026 | Flaharty Asset Management LLC | 772,465 | $29.63M | 3.7% | -3.3% | 2.182% | |
| 2/6/2026 | Redmont Wealth Advisors LLC | 1,495 | $57K | 0.1% | -92.2% | 0.004% | |
| 2/6/2026 | McKinley Carter Wealth Services Inc. | 217,633 | $8.35M | 0.5% | -5.6% | 0.615% | |
| 2/6/2026 | HighTower Advisors LLC | 196,912 | $7.55M | 0.0% | +0.6% | 0.556% | |