| 7/10/2026 | Heck Capital Advisors LLC | 1,741,058 | $39.66M | 2.4% | +4.4% | 0.145% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 81,840 | $1.86M | 0.1% | +10.1% | 0.007% | |
| 7/10/2026 | Dagco Inc. | 14,365 | $327K | 0.1% | -42.4% | 0.001% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 12,739 | $290K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | Stonekeep Investments LLC | 198,431 | $4.52M | 2.6% | +6.7% | 0.017% | |
| 7/10/2026 | Doliver Advisors LP | 22,014 | $501K | 0.1% | N/A | 0.002% | |
| 7/10/2026 | KWB Wealth | 242,255 | $5.52M | 0.5% | +1,245.0% | 0.020% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 9,982 | $227K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | Fulcrum Equity Management | 17,994 | $410K | 0.3% | +12.5% | 0.001% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 197,003 | $4.49M | 0.4% | N/A | 0.016% | |
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| 7/10/2026 | FFG Retirement Advisors LLC | 423,991 | $9.66M | 5.1% | +167.3% | 0.035% | |
| 7/9/2026 | Ares Financial Consulting LLC | 15,722 | $358K | 0.2% | +21.5% | 0.001% | |
| 7/9/2026 | Centurion Wealth Management LLC | 93,685 | $2.13M | 0.5% | +14.9% | 0.008% | |
| 7/9/2026 | Shira Ridge Wealth Management | 195,392 | $4.45M | 1.6% | +3.0% | 0.016% | |
| 7/9/2026 | World Equity Group Inc. | 33,388 | $761K | 0.2% | +17.5% | 0.003% | |
| 7/9/2026 | Focus Financial Network Inc. | 109,124 | $2.49M | 0.1% | +424.4% | 0.009% | |
| 7/9/2026 | Pettinga Financial Advisors LLC | 835,484 | $19.03M | 3.1% | +208.9% | 0.070% | |
| 7/9/2026 | Roan Capital Partners | 154,845 | $3.53M | 2.9% | +3.8% | 0.013% | |
| 7/8/2026 | Beaird Harris Wealth Management LLC | 4,320 | $98K | 0.0% | N/A | 0.000% | |
| 7/8/2026 | First Heartland Consultants Inc. | 81,018 | $1.85M | 0.1% | +1.6% | 0.007% | |
| 7/8/2026 | TrueWealth Advisors LLC | 11,018 | $251K | 0.1% | +10.0% | 0.001% | |
| 7/8/2026 | Cooper Financial Group | 19,616 | $447K | 0.0% | +9.0% | 0.002% | |
| 7/8/2026 | Apella Capital LLC | 9,472 | $214K | 0.0% | N/A | 0.001% | |
| 7/8/2026 | Stonehearth Capital Management LLC | 46,789 | $1.07M | 0.4% | +11.6% | 0.004% | |
| 7/8/2026 | Midwest Financial Network LLC | 12,799 | $292K | 0.2% | N/A | 0.001% | |
| 7/8/2026 | Archer Investment Management LLC | 329,090 | $7.50M | 2.6% | +133.4% | 0.027% | |
| 7/7/2026 | Foster Group Inc. | 1,564,093 | $35.63M | 0.9% | -1.6% | 0.130% | |
| 7/7/2026 | Balefire LLC | 124,015 | $2.83M | 0.5% | +269.9% | 0.010% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 214,097 | $4.88M | 0.1% | -0.6% | 0.018% | |
| 7/7/2026 | McNaughton Wealth Management LLC | 308,636 | $7.03M | 2.5% | +25.9% | 0.026% | |
| 7/7/2026 | GK Wealth Management LLC | 16,814 | $383K | 0.2% | N/A | 0.001% | |
| 7/7/2026 | GAMMA Investing LLC | 10,336 | $235K | 0.0% | +107.0% | 0.001% | |
| 7/7/2026 | CoreCap Advisors LLC | 60,379 | $1.38M | 0.0% | +5.1% | 0.005% | |
| 7/7/2026 | Pacific Excel Wealth Advisors Inc. | 20,282 | $462K | 0.2% | -60.6% | 0.002% | |
| 7/7/2026 | Anderson Hoagland & Co. | 40,081 | $913K | 0.1% | -38.4% | 0.003% | |
| 7/6/2026 | Stableford Capital II LLC | 11,204 | $255K | 0.1% | -88.0% | 0.001% | |
| 7/6/2026 | RDA Financial Network | 56,672 | $1.29M | 0.3% | +16.5% | 0.005% | |
| 7/6/2026 | Trilogy Capital Inc. | 1,186,819 | $27.04M | 1.0% | +6.4% | 0.099% | |
| 6/26/2026 | WealthPoint Financial LLC | 60,308 | $1.38M | 1.1% | N/A | 0.005% | |
| 6/24/2026 | Redwood Investment Management LLC | 89,484 | $2.05M | 0.3% | +655.8% | 0.007% | |
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| 6/18/2026 | Western Wealth Management LLC | 53,563 | $1.23M | 0.0% | +50.6% | 0.004% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 10,308 | $236K | 0.1% | N/A | 0.001% | |
| 6/8/2026 | Farmers National Bank | 58,081 | $1.33M | 0.3% | +0.8% | 0.005% | |
| 6/4/2026 | Town Capital LLC | 88,286 | $2.02M | 1.6% | +909.2% | 0.007% | |
| 6/3/2026 | Parallel Advisors LLC | 77,891 | $1.78M | 0.0% | -16.1% | 0.006% | |
| 6/3/2026 | NewEdge Advisors LLC | 2,838,987 | $65.04M | 0.2% | +347.1% | 0.237% | |
| 6/2/2026 | Blue Edge Capital LLC | 103,256 | $2.37M | 0.3% | +4.1% | 0.009% | |
| 6/1/2026 | Concorde Asset Management LLC | 41,552 | $952K | 0.5% | +165.0% | 0.003% | |
| 6/1/2026 | Keel Point LLC | 73,631 | $1.69M | 0.1% | -49.7% | 0.006% | |
| 5/28/2026 | Maripau Wealth Management LLC | 52,792 | $1.21M | 0.5% | +158.7% | 0.004% | |
| 5/27/2026 | Security Financial Services INC. | 137,353 | $3.15M | 0.5% | +1,083.2% | 0.011% | |
| 5/27/2026 | Westshore Wealth LLC | 427,882 | $9.80M | 3.4% | +5.0% | 0.036% | |
| 5/22/2026 | Verus Capital Partners LLC | 89,032 | $2.04M | 0.1% | +112.3% | 0.007% | |
| 5/20/2026 | Cadia Private Client LLC | 104,382 | $2.39M | 1.9% | -11.0% | 0.009% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 76,409 | $1.75M | 0.1% | +37.0% | 0.006% | |
| 5/20/2026 | TrueWealth Financial Partners | 17,909 | $410K | 0.2% | N/A | 0.001% | |
| 5/19/2026 | Western Wealth Management LLC | 53,563 | $1.23M | 0.0% | +50.6% | 0.004% | |
| 5/19/2026 | NewEdge Advisors LLC | 1,841,277 | $42.18M | 0.8% | +190.0% | 0.153% | |
| 5/19/2026 | Bank of America Corp DE | 474,769,940 | $10.88B | 0.8% | +20.3% | 39.564% | |
| 5/19/2026 | Bull Harbor Capital LLC | 72,552 | $1.66M | 0.4% | N/A | 0.006% | |
| 5/19/2026 | Strategic Investment Advisors MI | 1,059,639 | $24.26M | 1.7% | +80.3% | 0.088% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 9,400 | $215K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 435,812 | $9.98M | 0.2% | +241.4% | 0.036% | |
| 5/19/2026 | IFS Group LLC | 96,278 | $2.21M | 2.0% | N/A | 0.008% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 76,409 | $1.75M | 0.1% | +37.0% | 0.006% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 13,866 | $318K | 0.0% | +363.3% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 5,406,893 | $123.87M | 0.0% | +19.7% | 0.451% | |
| 5/18/2026 | Envision Financial Planning LLC | 927,889 | $21.26M | 7.7% | +7.0% | 0.077% | |
| 5/15/2026 | Intelligence Driven Advisers LLC | 25,489 | $584K | 0.1% | -22.8% | 0.002% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 551,459 | $12.63M | 0.5% | +2,051.4% | 0.046% | |
| 5/15/2026 | Waverly Advisors LLC | 30,062 | $689K | 0.0% | +2.9% | 0.003% | |
| 5/15/2026 | Wealth Alliance LLC | 385,999 | $8.84M | 0.9% | +1,115.2% | 0.032% | |
| 5/14/2026 | Renaissance Technologies LLC | 129,800 | $2.97M | 0.0% | N/A | 0.011% | |
| 5/14/2026 | Hilltop Holdings Inc. | 297,111 | $6.81M | 0.6% | -8.9% | 0.025% | |
| 5/14/2026 | Morningstar Investment Management LLC | 10,483,782 | $240.18M | 14.9% | -2.0% | 0.874% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 9,403 | $215K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Compound Planning Inc. | 15,562 | $357K | 0.0% | +35.3% | 0.001% | |
| 5/14/2026 | Modern Wealth Management LLC | 1,031,632 | $23.55M | 0.4% | +76.9% | 0.086% | |
| 5/14/2026 | Keebeck Wealth Management | 141,240 | $3.24M | 0.4% | +1,306.4% | 0.012% | |
| 5/14/2026 | Gibbs Wealth Management | 853,799 | $19.56M | 2.6% | +60.9% | 0.071% | |
| 5/14/2026 | Lido Advisors LLC | 18,628 | $427K | 0.0% | -2.4% | 0.002% | |
| 5/13/2026 | Cetera Investment Advisers | 10,135,363 | $232.20M | 0.2% | +144.8% | 0.845% | |
| 5/13/2026 | Signature Equity Partners LLC | 3,339 | $76K | 0.0% | +134.3% | 0.000% | |
| 5/13/2026 | NewEdge Wealth LLC | 9,100 | $208K | 0.0% | N/A | 0.001% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 3,691,010 | $84.56M | 2.2% | +4.7% | 0.308% | |
| 5/12/2026 | a16z Perennial Management L.P. | 108,847 | $2.49M | 0.2% | N/A | 0.009% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 54,704,163 | $1.25B | 0.7% | +3.3% | 4.559% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 1,111,849 | $25.47M | 2.6% | +0.8% | 0.093% | |
| 5/8/2026 | ESL Trust Services LLC | 58,990 | $1.35M | 0.3% | N/A | 0.005% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 46,750 | $1.07M | 0.0% | -1.2% | 0.004% | |
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| 5/7/2026 | Scarborough Advisors LLC | 326,220 | $7.47M | 0.8% | N/A | 0.027% | |
| 5/7/2026 | Balefire LLC | 33,529 | $768K | 0.1% | +153.9% | 0.003% | |
| 5/7/2026 | Parallel Advisors LLC | 77,891 | $1.78M | 0.0% | -16.1% | 0.006% | |
| 5/7/2026 | True North Advisors LLC | 365,979 | $8.39M | 1.0% | N/A | 0.030% | |
| 5/7/2026 | Vision Retirement LLC | 27,926 | $640K | 0.2% | -11.6% | 0.002% | |
| 5/7/2026 | World Equity Group Inc. | 28,416 | $651K | 0.2% | N/A | 0.002% | |
| 5/7/2026 | Precision Wealth Strategies LLC | 29,161 | $668K | 0.2% | -10.2% | 0.002% | |
| 5/7/2026 | Ascent Wealth Partners LLC | 78,613 | $1.80M | 0.2% | +15.0% | 0.007% | |
| 5/6/2026 | Sterling Financial Planning Inc. | 192,211 | $4.40M | 1.3% | +2.1% | 0.016% | |
| 5/6/2026 | GatePass Capital LLC | 30,497 | $699K | 0.3% | N/A | 0.003% | |