| 6/3/2026 | NewEdge Advisors LLC | 4,800 | $289K | 0.0% | -8.5% | 0.052% | |
| 5/19/2026 | NewEdge Advisors LLC | 4,550 | $274K | 0.0% | -13.3% | 0.049% | |
| 5/19/2026 | Bank of America Corp DE | 446,914 | $26.93M | 0.0% | -3.8% | 4.816% | |
| 5/18/2026 | Royal Bank of Canada | 71,264 | $4.30M | 0.0% | -12.3% | 0.768% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 5,550 | $334K | 0.0% | N/A | 0.060% | |
| 5/13/2026 | Cetera Investment Advisers | 144,598 | $8.71M | 0.0% | +1.1% | 1.558% | |
| 5/6/2026 | Assetmark Inc. | 21,187 | $1.28M | 0.0% | N/A | 0.228% | |
| 5/6/2026 | Independent Financial Group LLC | 4,394 | $265K | 0.0% | N/A | 0.047% | |
| 5/4/2026 | Kellett Wealth Advisors LLC | 68,120 | $4.11M | 2.2% | +4.5% | 0.734% | |
| 5/4/2026 | Del Sette Capital Management LLC | 51,204 | $3.09M | 1.8% | +397.2% | 0.552% | |
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| 5/2/2026 | Valmark Advisers Inc. | 3,705 | $223K | 0.0% | -98.8% | 0.040% | |
| 4/30/2026 | Valued Wealth Advisors LLC | 8,407 | $507K | 0.2% | -55.4% | 0.090% | |
| 4/27/2026 | Private Advisor Group LLC | 112,004 | $6.75M | 0.0% | +2.0% | 1.203% | |
| 4/24/2026 | Bestgate Wealth Advisors LLC | 24,337 | $1.47M | 2.6% | -22.9% | 0.261% | |
| 4/23/2026 | Premier Path Wealth Partners LLC | 39,644 | $2.39M | 0.3% | -13.3% | 0.426% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 15,135 | $912K | 0.2% | -6.3% | 0.163% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 138,157 | $8.33M | 0.0% | -49.9% | 1.484% | |
| 4/20/2026 | Dopkins Wealth Management LLC | 45,290 | $2.73M | 1.1% | +2.9% | 0.486% | |
| 4/20/2026 | RFG Advisory LLC | 6,388 | $385K | 0.0% | -2.5% | 0.069% | |
| 4/17/2026 | OxenFree Capital LLC | 19,679 | $1.25M | 0.6% | -4.5% | 0.211% | |
| 4/16/2026 | Swisher Financial Concepts Inc. | 3,751 | $226K | 0.1% | -5.1% | 0.040% | |
| 2/18/2026 | NewEdge Advisors LLC | 5,247 | $300K | 0.0% | +812.5% | 0.055% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 552 | $32K | 0.0% | N/A | 0.006% | |
| 2/18/2026 | Maia Wealth LLC | 6,021 | $379K | 0.1% | +26.2% | 0.064% | |
| 2/18/2026 | IHT Wealth Management LLC | 32,464 | $1.86M | 0.0% | +24.9% | 0.343% | |
| 2/17/2026 | AQR Capital Management LLC | 14,992 | $857K | 0.0% | +11.2% | 0.158% | |
| 2/17/2026 | Cetera Investment Advisers | 143,049 | $8.17M | 0.0% | -10.5% | 1.512% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,024 | $401K | 0.0% | -27.5% | 0.074% | |
| 2/17/2026 | Osaic Holdings Inc. | 140,783 | $8.05M | 0.0% | -46.4% | 1.488% | |
| 2/17/2026 | Private Advisor Group LLC | 109,810 | $6.28M | 0.0% | +11.7% | 1.161% | |
| 2/17/2026 | Royal Bank of Canada | 81,249 | $4.64M | 0.0% | +41.7% | 0.859% | |
| 2/16/2026 | MML Investors Services LLC | 94,666 | $5.41M | 0.0% | +3.9% | 1.001% | |
| 2/16/2026 | Arax Advisory Partners | 11,661 | $666K | 0.0% | N/A | 0.123% | |
| 2/13/2026 | Kestra Advisory Services LLC | 691 | $39K | 0.0% | N/A | 0.007% | |
| 2/13/2026 | 360 Financial Inc. | 314,110 | $17.95M | 4.8% | +1.1% | 3.320% | |
| 2/13/2026 | UMB Bank n.a. | 560 | $32K | 0.0% | N/A | 0.006% | |
| 2/13/2026 | Stifel Financial Corp | 19,053 | $1.09M | 0.0% | +17.0% | 0.201% | |
| 2/13/2026 | Greenline Wealth Management LLC | 3,320 | $190K | 0.2% | N/A | 0.035% | |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 17,963 | $1.03M | 0.0% | -2.5% | 0.190% | |
| 2/13/2026 | Wells Fargo & Company MN | 33,445 | $1.91M | 0.0% | -49.3% | 0.354% | |
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| 2/13/2026 | Banco Santander S.A. | 177,409 | $10.14M | 0.1% | -33.0% | 1.875% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 16,145 | $923K | 0.2% | -7.2% | 0.171% | |
| 2/12/2026 | HRT Financial LP | 3,593 | $205K | 0.0% | N/A | 0.038% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 169,630 | $9.69M | 0.0% | -1.2% | 1.793% | |
| 2/12/2026 | Brightwater Advisory LLC | 14,166 | $809K | 0.5% | +8.7% | 0.150% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 982 | $56K | 0.0% | +94.8% | 0.010% | |
| 2/12/2026 | Bank of Montreal Can | 989 | $57K | 0.0% | N/A | 0.010% | |
| 2/12/2026 | Oath Planning LLC | 13,779 | $787K | 0.8% | N/A | 0.146% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 275,638 | $15.75M | 0.0% | +173.2% | 2.914% | |
| 2/11/2026 | Capital Analysts LLC | 1,602 | $92K | 0.0% | N/A | 0.017% | |
| 2/11/2026 | LPL Financial LLC | 861,001 | $49.20M | 0.0% | -4.6% | 9.101% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 2,620 | $150K | 0.0% | +7.6% | 0.028% | |
| 2/10/2026 | Cibc World Market Inc. | 97,539 | $5.57M | 0.0% | -2.1% | 1.031% | |
| 2/10/2026 | Madison Wealth Partners Inc | 3,644 | $208K | 0.0% | N/A | 0.039% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 108,321 | $6.19M | 0.0% | +13.8% | 1.145% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 8,223 | $469K | 0.0% | +2.3% | 0.087% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 11,404 | $652K | 0.0% | +5.7% | 0.121% | |
| 2/6/2026 | HighTower Advisors LLC | 8,151 | $466K | 0.0% | -16.3% | 0.086% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 353,900 | $20.22M | 0.0% | +271.8% | 3.741% | |
| 2/5/2026 | Williams & Novak LLC | 28,074 | $1.60M | 1.2% | +11.2% | 0.297% | |
| 2/5/2026 | Allworth Financial LP | 1,448 | $83K | 0.0% | +1,473.9% | 0.015% | |
| 2/5/2026 | Pacific Sun Financial Corp | 4,580 | $262K | 0.1% | N/A | 0.048% | |
| 2/4/2026 | Moneco Advisors LLC | 55,825 | $3.19M | 0.3% | -4.5% | 0.589% | |
| 2/4/2026 | Altman Advisors Inc. | 137,061 | $7.83M | 2.7% | +10.7% | 1.446% | |
| 2/3/2026 | RFG Advisory LLC | 6,549 | $374K | 0.0% | -7.6% | 0.069% | |
| 1/30/2026 | Sigma Planning Corp | 5,618 | $321K | 0.0% | -2.9% | 0.059% | |
| 1/30/2026 | Valued Wealth Advisors LLC | 18,861 | $1.08M | 0.5% | -4.5% | 0.199% | |
| 1/29/2026 | Traction Financial Partners LLC | 172,030 | $9.83M | 5.8% | +1.5% | 1.805% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 6,250 | $357K | 0.0% | -3.0% | 0.066% | |
| 1/27/2026 | Institute for Wealth Management LLC. | 9,240 | $528K | 0.1% | -5.1% | 0.097% | |
| 1/26/2026 | Lowery Thomas LLC | 25,670 | $1.47M | 0.8% | +1.2% | 0.268% | |
| 1/26/2026 | CWM LLC | 220,455 | $12.60M | 0.0% | -6.8% | 2.301% | |
| 1/23/2026 | Farther Finance Advisors LLC | 32,451 | $1.85M | 0.0% | +4,382.2% | 0.337% | |
| 1/23/2026 | SFM LLC | 21,075 | $1.20M | 0.7% | -1.3% | 0.219% | |
| 1/23/2026 | Kellett Wealth Advisors LLC | 65,188 | $3.73M | 2.1% | +1.5% | 0.678% | |
| 1/23/2026 | Eagle Strategies LLC | 7,081 | $405K | 0.1% | -11.4% | 0.074% | |
| 1/22/2026 | Premier Path Wealth Partners LLC | 45,729 | $2.61M | 0.3% | -5.4% | 0.475% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 30,526 | $1.74M | 0.0% | -4.2% | 0.317% | |
| 1/15/2026 | OxenFree Capital LLC | 20,597 | $1.18M | 0.6% | +21.4% | 0.214% | |
| 1/14/2026 | Spire Wealth Management | 25,806 | $1.48M | 0.0% | -5.4% | 0.268% | |
| 1/14/2026 | Southland Equity Partners LLC | 9,218 | $527K | 0.1% | -5.0% | 0.096% | |
| 1/13/2026 | CoreCap Advisors LLC | 4,793 | $274K | 0.0% | +65.3% | 0.050% | |
| 1/9/2026 | Marshall Financial Group LLC | 17,212 | $983K | 0.2% | -2.7% | 0.172% | |
| 1/8/2026 | Fermata Advisors LLC | 55,396 | $3.17M | 0.8% | +1.8% | 0.552% | |
| 1/8/2026 | Cooper Financial Group | 73,573 | $4.20M | 0.4% | +3.4% | 0.734% | |
| 1/1/2026 | JPMorgan Chase & Co. | 1,207 | $68K | 0.0% | N/A | 0.012% | |
| 11/18/2025 | Del Sette Capital Management LLC | 10,298 | $581K | 0.4% | -3.5% | 0.099% | |
| 11/17/2025 | NewEdge Advisors LLC | 575 | $32K | 0.0% | +59.7% | 0.006% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 95,189 | $5.37M | 0.0% | -7.9% | 0.916% | |
| 11/17/2025 | Bank of America Corp DE | 467,937 | $26.42M | 0.0% | -2.4% | 4.504% | |
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| 11/17/2025 | Ameriprise Financial Inc. | 48,171 | $2.72M | 0.0% | +1.7% | 0.464% | |
| 11/14/2025 | Raymond James Financial Inc. | 81,317 | $4.59M | 0.0% | -15.9% | 0.783% | |
| 11/14/2025 | Equitable Holdings Inc. | 9,684 | $547K | 0.0% | -6.6% | 0.093% | |
| 11/14/2025 | Two Sigma Investments LP | 23,100 | $1.30M | 0.0% | -70.2% | 0.222% | |
| 11/14/2025 | Maia Wealth LLC | 4,772 | $263K | 0.0% | N/A | 0.046% | |
| 11/13/2025 | UBS Group AG | 15,696 | $886K | 0.0% | -77.1% | 0.151% | |
| 11/13/2025 | Private Advisor Group LLC | 98,349 | $5.55M | 0.0% | +24.1% | 0.947% | |
| 11/13/2025 | Altman Advisors Inc. | 123,864 | $6.99M | 2.4% | +41.6% | 1.192% | |
| 11/12/2025 | Focus Partners Advisor Solutions LLC | 44,485 | $2.51M | 0.0% | -2.2% | 0.428% | |
| 11/12/2025 | Arete Wealth Advisors LLC | 7,947 | $449K | 0.0% | -40.6% | 0.076% | |