| 7/10/2026 | Abound Wealth Management | 30,221 | $1.54M | 0.3% | +4.0% | 0.013% | |
| 7/10/2026 | Canvas Wealth Advisors LLC | 11,613 | $593K | 0.1% | -7.2% | 0.005% | |
| 7/10/2026 | Financial Designs Corp | 28,136 | $1.44M | 0.8% | -6.9% | 0.012% | |
| 7/10/2026 | Highland Financial Advisors LLC | 22,085 | $1.13M | 0.2% | +7.6% | 0.010% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 5,780 | $295K | 0.0% | -16.0% | 0.003% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 33,084 | $1.69M | 0.0% | -0.9% | 0.014% | |
| 7/9/2026 | Legacy Wealth Asset Management LLC | 301,367 | $15.39M | 3.4% | -0.3% | 0.131% | |
| 7/9/2026 | Allied Private Wealth LLC | 5,075 | $275K | 0.2% | N/A | 0.002% | |
| 7/9/2026 | Kastel Capital Advisors LLC | 3,952 | $202K | 0.1% | +31.1% | 0.002% | |
| 7/9/2026 | Birchbrook Inc. | 505 | $26K | 0.0% | +106.1% | 0.000% | |
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| 7/9/2026 | Whitaker Myers Wealth Managers LTD. | 12,732 | $650K | 0.1% | +22.0% | 0.006% | |
| 7/9/2026 | Adamsbrown Wealth Consultants LLC | 5,042 | $257K | 0.0% | +12.7% | 0.002% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 38,852 | $1.98M | 0.0% | -8.4% | 0.017% | |
| 7/9/2026 | Worth Asset Management LLC | 5,829 | $298K | 0.1% | N/A | 0.003% | |
| 7/8/2026 | Beaird Harris Wealth Management LLC | 90,014 | $4.60M | 0.3% | +35.9% | 0.039% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 1,784 | $91K | 0.0% | +48.8% | 0.001% | |
| 7/8/2026 | First Heartland Consultants Inc. | 52,945 | $2.70M | 0.2% | +0.6% | 0.023% | |
| 7/8/2026 | Cooper Financial Group | 5,497 | $281K | 0.0% | +15.0% | 0.002% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 29,198 | $1.49M | 0.1% | -7.8% | 0.013% | |
| 7/7/2026 | GK Wealth Management LLC | 23,957 | $1.22M | 0.6% | N/A | 0.010% | |
| 7/7/2026 | Avior Wealth Management LLC | 5,743 | $293K | 0.0% | -82.0% | 0.002% | |
| 7/1/2026 | Noble Wealth Management PBC | 2,595 | $132K | 0.1% | -24.7% | 0.001% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 6,081 | $359K | 0.1% | -48.5% | 0.003% | |
| 6/24/2026 | Redwood Investment Management LLC | 3,821 | $226K | 0.0% | +11.5% | 0.002% | |
| 6/11/2026 | LFG Wealth Partners LLC | 44,101 | $2.60M | 1.6% | N/A | 0.019% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 6,642 | $392K | 0.0% | +26.4% | 0.003% | |
| 6/3/2026 | Parallel Advisors LLC | 18,578 | $1.10M | 0.0% | +45.1% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 78,941 | $4.66M | 0.0% | +27.7% | 0.034% | |
| 6/1/2026 | Keel Point LLC | 33,269 | $1.96M | 0.1% | -21.9% | 0.014% | |
| 5/28/2026 | Maripau Wealth Management LLC | 9,432 | $557K | 0.2% | +229.1% | 0.004% | |
| 5/21/2026 | Vestor Capital LLC | 5,297 | $313K | 0.0% | -38.1% | 0.002% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 24,193 | $1.43M | 0.1% | +12.8% | 0.010% | |
| 5/19/2026 | Silicon Valley Capital Partners | 1,790 | $106K | 0.0% | -8.4% | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 78,941 | $4.66M | 0.1% | +27.7% | 0.034% | |
| 5/19/2026 | Bank of America Corp DE | 28,996 | $1.71M | 0.0% | -2.0% | 0.013% | |
| 5/19/2026 | Cim LLC | 15,142 | $894K | 0.1% | +34.9% | 0.007% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,214 | $249K | 0.0% | +24.0% | 0.002% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 24,193 | $1.43M | 0.1% | +12.8% | 0.010% | |
| 5/18/2026 | Sunbelt Securities Inc. | 3,861 | $228K | 0.0% | -31.6% | 0.002% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 452,375 | $26.70M | 0.8% | +5.3% | 0.196% | |
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| 5/18/2026 | Royal Bank of Canada | 979 | $58K | 0.0% | +123.0% | 0.000% | |
| 5/16/2026 | Quantinno Capital Management LP | 7,102 | $419K | 0.0% | -22.9% | 0.003% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 5,708 | $337K | 0.0% | -10.5% | 0.002% | |
| 5/15/2026 | Waverly Advisors LLC | 26,777 | $1.58M | 0.0% | +65.0% | 0.012% | |
| 5/15/2026 | Wealth Alliance LLC | 20,096 | $1.19M | 0.1% | +122.3% | 0.009% | |
| 5/15/2026 | Vivaldi Capital Management LP | 21,484 | $1.27M | 0.2% | -43.3% | 0.009% | |
| 5/15/2026 | Broadhurst Jeffrey B | 6,183 | $365K | 0.4% | N/A | 0.003% | |
| 5/14/2026 | Renaissance Technologies LLC | 55,100 | $3.25M | 0.0% | +22.7% | 0.024% | |
| 5/14/2026 | Modern Wealth Management LLC | 3,537 | $210K | 0.0% | N/A | 0.002% | |
| 5/14/2026 | Lido Advisors LLC | 118,427 | $6.99M | 0.0% | +137.8% | 0.051% | |
| 5/13/2026 | Cetera Investment Advisers | 407,064 | $24.03M | 0.0% | +29.4% | 0.176% | |
| 5/13/2026 | First Trust Advisors LP | 76,980 | $4.54M | 0.0% | -12.7% | 0.033% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 4,362 | $257K | 0.0% | -20.9% | 0.002% | |
| 5/8/2026 | Element Pointe Advisors LLC | 57,121 | $3.37M | 0.6% | +31.1% | 0.025% | |
| 5/8/2026 | JSF Financial LLC | 11,379 | $672K | 0.1% | +9.7% | 0.005% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 11,438 | $675K | 0.0% | -19.2% | 0.005% | |
| 5/7/2026 | Parallel Advisors LLC | 18,578 | $1.10M | 0.0% | +45.1% | 0.008% | |
| 5/7/2026 | Precision Wealth Strategies LLC | 21,128 | $1.25M | 0.4% | +54.8% | 0.009% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 4,664 | $275K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | MTM Investment Management LLC | 18,734 | $1.11M | 0.4% | +22.1% | 0.008% | |
| 5/6/2026 | Gryphon Financial Partners LLC | 5,380 | $318K | 0.0% | +4.8% | 0.002% | |
| 5/6/2026 | Angeles Wealth Management LLC | 8,327 | $492K | 0.0% | +28.6% | 0.004% | |
| 5/6/2026 | Bauman Advisory Group LLC | 12,287 | $725K | 0.5% | -11.7% | 0.005% | |
| 5/6/2026 | SteelPeak Wealth LLC | 22,524 | $1.33M | 0.0% | -62.7% | 0.010% | |
| 5/6/2026 | Independent Financial Group LLC | 6,170 | $364K | 0.0% | N/A | 0.003% | |
| 5/6/2026 | Smart Money Group LLC | 59,860 | $3.53M | 1.0% | +1.9% | 0.026% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 445,303 | $26.29M | 1.8% | -0.6% | 0.193% | |
| 5/5/2026 | Bank of New York Mellon Corp | 31,217 | $1.84M | 0.0% | N/A | 0.014% | |
| 5/5/2026 | SKY Mountain Capital Management Inc. | 84,338 | $4.98M | 3.6% | -48.8% | 0.037% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 915 | $54K | 0.0% | +2,950.0% | 0.000% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 6,369 | $376K | 0.0% | +44.5% | 0.003% | |
| 5/5/2026 | Ethos Financial Group LLC | 12,716 | $751K | 0.1% | -5.6% | 0.006% | |
| 5/5/2026 | Sanctuary Advisors LLC | 118,559 | $7.00M | 0.0% | +149.2% | 0.051% | |
| 5/5/2026 | Nwam LLC | 50,494 | $2.98M | 0.2% | +7.9% | 0.022% | |
| 5/4/2026 | Bleakley Financial Group LLC | 19,112 | $1.13M | 0.0% | +13.4% | 0.008% | |
| 5/4/2026 | Citizens National Bank Trust Department | 13,055 | $771K | 0.1% | +26.1% | 0.006% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 16,177 | $955K | 0.1% | +9.6% | 0.007% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 4,799 | $283K | 0.0% | -9.9% | 0.002% | |
| 5/4/2026 | Procyon Advisors LLC | 9,619 | $568K | 0.0% | +7.5% | 0.004% | |
| 5/2/2026 | Diversify Wealth Management LLC | 226,169 | $13.35M | 0.2% | +6,152.9% | 0.098% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 31,660 | $1.87M | 0.2% | +54.8% | 0.014% | |
| 5/1/2026 | Fifth Third Bancorp | 815 | $48K | 0.0% | +676.2% | 0.000% | |
| 5/1/2026 | Sovran Advisors LLC | 13,208 | $780K | 0.1% | N/A | 0.006% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 13,785 | $814K | 0.0% | +39.8% | 0.006% | |
| 5/1/2026 | Relyea Zuckerberg Hanson LLC | 14,362 | $848K | 0.1% | +174.1% | 0.006% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 52,922 | $3.30M | 2.7% | +1.2% | 0.023% | |
| 4/30/2026 | Equitable Trust Co. | 9,763 | $576K | 0.0% | N/A | 0.004% | |
| 4/30/2026 | Kestra Advisory Services LLC | 193,072 | $11.40M | 0.0% | +8.3% | 0.084% | |
| 4/30/2026 | Demars Financial Group LLC | 17,402 | $1.03M | 0.3% | +90.6% | 0.008% | |
| 4/30/2026 | Beam Wealth Advisors Inc. | 43,250 | $2.55M | 0.6% | +7.5% | 0.019% | |
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| 4/30/2026 | Atlas Wealth Partners LLC | 212,416 | $12.54M | 12.9% | +1.9% | 0.092% | |
| 4/30/2026 | KDK Private Wealth Management LLC | 53,019 | $3.13M | 2.9% | +2.5% | 0.023% | |
| 4/29/2026 | Childress Capital Advisors LLC | 33,857 | $2.00M | 0.4% | +2.7% | 0.015% | |
| 4/29/2026 | Meitav Investment House Ltd. | 54,170 | $3.20M | 0.0% | +45.1% | 0.023% | |
| 4/29/2026 | Clare Market Investments LLC | 3,400 | $201K | 0.0% | N/A | 0.001% | |
| 4/29/2026 | Integrated Advisors Network LLC | 12,058 | $712K | 0.0% | N/A | 0.005% | |
| 4/29/2026 | Investment Advisory Services Group LLC | 10,835 | $640K | 0.6% | +9.1% | 0.005% | |
| 4/29/2026 | Canvas Wealth Advisors LLC | 12,514 | $739K | 0.1% | +9.5% | 0.005% | |
| 4/29/2026 | Walser Wealth Management Company A Ltd Liability Co | 32,204 | $1.90M | 0.9% | +7.5% | 0.014% | |
| 4/28/2026 | Libra Wealth LLC | 93,717 | $5.53M | 1.6% | +20.9% | 0.041% | |