| 6/26/2026 | WealthPoint Financial LLC | 23,839 | $1.77M | 1.4% | -47.4% | 0.006% | |
| 6/24/2026 | Redwood Investment Management LLC | 33,560 | $2.50M | 0.3% | -41.6% | 0.008% | |
| 6/18/2026 | Western Wealth Management LLC | 24,308 | $1.81M | 0.1% | +38.2% | 0.006% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 261,321 | $19.43M | 1.2% | -3.1% | 0.064% | |
| 6/4/2026 | Town Capital LLC | 15,143 | $1.13M | 0.9% | -80.2% | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 2,443,575 | $181.68M | 0.7% | +20.0% | 0.596% | |
| 6/1/2026 | Concorde Asset Management LLC | 27,486 | $2.04M | 1.0% | -3.5% | 0.007% | |
| 6/1/2026 | Dala Group LLC | 4,280 | $318K | 0.3% | N/A | 0.001% | |
| 5/29/2026 | Asset Dedication LLC | 12,631 | $939K | 0.1% | +2.4% | 0.003% | |
| 5/28/2026 | Maripau Wealth Management LLC | 15,500 | $1.15M | 0.5% | -26.7% | 0.004% | |
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| 5/27/2026 | Security Financial Services INC. | 50,411 | $3.75M | 0.6% | -66.8% | 0.012% | |
| 5/26/2026 | Glenmede Trust Co. NA | 115,836 | $8.61M | 0.0% | +0.9% | 0.028% | |
| 5/22/2026 | Wellington Grp LLC | 2,478 | $184K | 0.1% | +399.6% | 0.001% | |
| 5/22/2026 | Verus Capital Partners LLC | 56,496 | $4.20M | 0.3% | -23.8% | 0.014% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 15,721 | $1.17M | 0.3% | +2.3% | 0.004% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 315,844 | $23.50M | 1.4% | -4.3% | 0.077% | |
| 5/19/2026 | Western Wealth Management LLC | 24,308 | $1.81M | 0.1% | +38.2% | 0.006% | |
| 5/19/2026 | Bank of America Corp DE | 10,342,735 | $768.98M | 0.1% | +7.7% | 2.523% | |
| 5/19/2026 | Centaurus Financial Inc. | 21,449 | $1.60M | 0.1% | +1.8% | 0.005% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 80,841 | $6.01M | 0.8% | N/A | 0.020% | |
| 5/19/2026 | Arkadios Wealth Advisors | 157,669 | $11.72M | 0.2% | +41.3% | 0.038% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 315,844 | $23.50M | 1.7% | -4.3% | 0.077% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 50,580 | $3.76M | 0.1% | +0.9% | 0.012% | |
| 5/18/2026 | Royal Bank of Canada | 2,699,497 | $200.71M | 0.0% | -13.5% | 0.658% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 2,760 | $205K | 0.1% | N/A | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 67,983 | $5.06M | 0.0% | +64.9% | 0.017% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 199,828 | $14.86M | 0.6% | +191.7% | 0.049% | |
| 5/15/2026 | Valence8 US LP | 277,964 | $20.67M | 7.2% | -22.7% | 0.068% | |
| 5/15/2026 | Van Diest Capital LLC | 3,823 | $284K | 0.2% | -20.2% | 0.001% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 47,436 | $3.53M | 0.1% | -15.0% | 0.012% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 1,322 | $98K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Waverly Advisors LLC | 505,340 | $37.57M | 0.3% | +1.0% | 0.123% | |
| 5/15/2026 | Wealth Alliance LLC | 256,430 | $19.07M | 1.9% | -3.6% | 0.063% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 18,919 | $1.41M | 0.1% | +5.8% | 0.005% | |
| 5/14/2026 | Compound Planning Inc. | 35,520 | $2.64M | 0.1% | +60.2% | 0.009% | |
| 5/14/2026 | Klingman & Associates LLC | 3,157 | $235K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Modern Wealth Management LLC | 185,208 | $13.94M | 0.2% | +40.4% | 0.045% | |
| 5/14/2026 | Keebeck Wealth Management | 233,006 | $17.32M | 1.9% | -2.4% | 0.057% | |
| 5/14/2026 | Gibbs Wealth Management | 14,014 | $1.04M | 0.1% | N/A | 0.003% | |
| 5/14/2026 | American Financial Advisors LLC | 12,302 | $915K | 0.1% | -5.3% | 0.003% | |
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| 5/14/2026 | Sei Investments Co. | 4,149 | $308K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Lido Advisors LLC | 385,060 | $28.63M | 0.1% | -1.2% | 0.094% | |
| 5/13/2026 | Cetera Investment Advisers | 3,915,091 | $291.09M | 0.3% | +0.5% | 0.955% | |
| 5/13/2026 | Wealthspire Retirement LLC | 3,911 | $291K | 0.0% | +6.8% | 0.001% | |
| 5/13/2026 | Dynamic Wealth Strategies LLC | 50,247 | $3.74M | 2.2% | +2.2% | 0.012% | |
| 5/13/2026 | Sachem Hill LLC | 2,833 | $211K | 0.0% | -31.5% | 0.001% | |
| 5/13/2026 | Measured Wealth Private Client Group LLC | 1,317 | $98K | 0.0% | +95.1% | 0.000% | |
| 5/13/2026 | Signature Equity Partners LLC | 1,522 | $113K | 0.1% | +44.3% | 0.000% | |
| 5/13/2026 | NewEdge Wealth LLC | 61,218 | $4.55M | 0.1% | +35.3% | 0.015% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 1,297,475 | $96.47M | 2.5% | -3.3% | 0.316% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,044,443 | $226.35M | 0.1% | +2.9% | 0.743% | |
| 5/8/2026 | HORAN Wealth LLC | 26,097 | $1.86M | 0.2% | N/A | 0.006% | |
| 5/8/2026 | Wilkerson Advisory Group LLC | 19,727 | $1.47M | 0.5% | -3.6% | 0.005% | |
| 5/8/2026 | Glenview Trust Co | 7,440 | $553K | 0.0% | +68.4% | 0.002% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 8,275 | $615K | 0.0% | +10.5% | 0.002% | |
| 5/8/2026 | Rice Partnership LLC | 1,220 | $91K | 0.0% | +30.6% | 0.000% | |
| 5/8/2026 | Johnson Financial Group Inc. | 123,115 | $9.15M | 0.3% | -5.6% | 0.030% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 7,290 | $542K | 0.1% | -11.8% | 0.002% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 3,733 | $278K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Wells Financial Advisors INC | 665 | $49K | 0.2% | -67.6% | 0.000% | |
| 5/7/2026 | Scarborough Advisors LLC | 23,407 | $1.74M | 0.2% | N/A | 0.006% | |
| 5/7/2026 | Balefire LLC | 5,696 | $423K | 0.1% | -49.6% | 0.001% | |
| 5/7/2026 | Ironwood Investment Counsel LLC | 40,708 | $3.18M | 0.5% | +0.6% | 0.010% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 76,064 | $5.66M | 0.5% | -10.9% | 0.019% | |
| 5/7/2026 | Regimen Wealth LLC | 19,806 | $1.47M | 0.4% | -57.9% | 0.005% | |
| 5/7/2026 | Vision Retirement LLC | 21,932 | $1.63M | 0.5% | -22.7% | 0.005% | |
| 5/7/2026 | World Equity Group Inc. | 17,135 | $1.27M | 0.3% | +12.4% | 0.004% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 7,312 | $544K | 0.1% | +39.0% | 0.002% | |
| 5/6/2026 | GatePass Capital LLC | 12,317 | $916K | 0.4% | -32.8% | 0.003% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 116,996 | $8.70M | 1.3% | +11.8% | 0.029% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 3,605 | $275K | 0.0% | +19.1% | 0.001% | |
| 5/6/2026 | Zhang Financial LLC | 71,515 | $5.32M | 0.2% | +1.8% | 0.017% | |
| 5/6/2026 | Simon Quick Advisors LLC | 3,454 | $257K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 74,083 | $5.71M | 0.8% | +26.9% | 0.018% | |
| 5/6/2026 | Modera Wealth Management LLC | 1,335,086 | $99.26M | 1.2% | -10.7% | 0.326% | |
| 5/6/2026 | Assetmark Inc. | 124,520 | $9.26M | 0.0% | -85.0% | 0.030% | |
| 5/6/2026 | Main Street Group LTD | 1,968 | $146K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Angeles Wealth Management LLC | 1,579 | $117K | 0.0% | -59.1% | 0.000% | |
| 5/6/2026 | Fiscal Wisdom Wealth Management LLC | 7,244 | $539K | 0.5% | +39.7% | 0.002% | |
| 5/6/2026 | Bessemer Group Inc. | 6,018 | $448K | 0.0% | +15.9% | 0.001% | |
| 5/6/2026 | SteelPeak Wealth LLC | 327,574 | $24.36M | 0.7% | -10.1% | 0.080% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 379,340 | $28.20M | 0.0% | -9.9% | 0.093% | |
| 5/6/2026 | Sofi Wealth LLC | 956,754 | $71.14M | 3.4% | -12.1% | 0.233% | |
| 5/6/2026 | Independent Financial Group LLC | 101,267 | $7.53M | 0.2% | N/A | 0.025% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 579,503 | $43.09M | 1.9% | +2.0% | 0.141% | |
| 5/5/2026 | Quartz Partners LLC | 19,365 | $1.44M | 0.6% | -9.7% | 0.005% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 6,771 | $503K | 0.4% | -6.5% | 0.002% | |
| 5/5/2026 | Wealthfront Advisers LLC | 11,307 | $841K | 0.0% | -5.4% | 0.003% | |
| 5/5/2026 | D.A. Davidson & CO. | 60,013 | $4.46M | 0.0% | +352.5% | 0.015% | |
| 5/5/2026 | Marks Group Wealth Management Inc | 446,464 | $33.20M | 3.2% | +27.8% | 0.109% | |
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| 5/5/2026 | Bank of New York Mellon Corp | 2,481,489 | $184.50M | 0.0% | +3.7% | 0.605% | |
| 5/5/2026 | Theory Financial LLC | 31,579 | $2.35M | 0.8% | -41.2% | 0.008% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 76,171 | $5.66M | 0.1% | +1.1% | 0.019% | |
| 5/5/2026 | Signet Financial Management LLC | 39,662 | $2.95M | 0.3% | -19.6% | 0.010% | |
| 5/5/2026 | SouthState Bank Corp | 18,661 | $1.39M | 0.1% | +22.4% | 0.005% | |
| 5/5/2026 | Luts & Greenleigh Group Inc. | 15,689 | $1.17M | 0.9% | +3.9% | 0.004% | |
| 5/5/2026 | Opinicus Capital Inc. | 12,558 | $934K | 0.7% | -1.9% | 0.003% | |
| 5/5/2026 | Sanctuary Advisors LLC | 1,760,693 | $130.91M | 0.7% | +1.4% | 0.429% | |
| 5/5/2026 | Sigma Planning Corp | 34,280 | $2.55M | 0.1% | -4.0% | 0.008% | |
| 5/5/2026 | Mosaic Advisors LLC | 4,128 | $317K | 0.4% | N/A | 0.001% | |