| 7/1/2026 | Noble Wealth Management PBC | 2,734 | $138K | 0.1% | +295.7% | 0.002% | |
| 6/22/2026 | Vilga Financial Planning LLC | 78,914 | $4.00M | 3.6% | +42.9% | 0.066% | |
| 6/18/2026 | Western Wealth Management LLC | 3,310 | $168K | 0.0% | N/A | 0.003% | |
| 6/3/2026 | Parallel Advisors LLC | 318,484 | $16.12M | 0.3% | +2.1% | 0.268% | |
| 6/3/2026 | NewEdge Advisors LLC | 43,190 | $2.19M | 0.0% | +8.4% | 0.036% | |
| 6/1/2026 | Concorde Asset Management LLC | 5,343 | $270K | 0.1% | +24.3% | 0.004% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 13,450 | $681K | 0.1% | N/A | 0.011% | |
| 6/1/2026 | Integrated Investment Consultants LLC | 13,470 | $682K | 0.1% | -2.3% | 0.011% | |
| 5/29/2026 | Mullaney Keating & Wright Inc. | 93,615 | $4.74M | 2.6% | +8.7% | 0.079% | |
| 5/22/2026 | WNY Asset Management LLC | 9,614 | $487K | 0.1% | N/A | 0.008% | |
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| 5/22/2026 | Segall Bryant & Hamill LLC | 12,356 | $625K | 0.0% | N/A | 0.010% | |
| 5/22/2026 | Wellington Grp LLC | 277,350 | $14.04M | 4.3% | +6.6% | 0.233% | |
| 5/19/2026 | Western Wealth Management LLC | 3,310 | $168K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | McIlrath & Eck LLC | 4,955 | $251K | 0.0% | N/A | 0.004% | |
| 5/19/2026 | NewEdge Advisors LLC | 38,168 | $1.93M | 0.0% | -4.2% | 0.032% | |
| 5/19/2026 | Ariadne Wealth Management LP | 59,532 | $3.01M | 1.4% | -18.8% | 0.050% | |
| 5/19/2026 | Bank of America Corp DE | 3,721,523 | $188.38M | 0.0% | -8.1% | 3.130% | |
| 5/19/2026 | Centaurus Financial Inc. | 2,068 | $105K | 0.0% | N/A | 0.002% | |
| 5/18/2026 | Talon Private Wealth LLC | 12,523 | $634K | 0.1% | N/A | 0.011% | |
| 5/18/2026 | Royal Bank of Canada | 1,670,830 | $84.58M | 0.0% | +0.2% | 1.405% | |
| 5/16/2026 | IMG Wealth Management Inc. | 23,221 | $1.18M | 0.7% | -53.3% | 0.020% | |
| 5/16/2026 | Quantinno Capital Management LP | 38,651 | $1.96M | 0.0% | +16.9% | 0.033% | |
| 5/16/2026 | Family Manage LLC | 48,639 | $2.46M | 0.3% | -17.5% | 0.041% | |
| 5/15/2026 | Waverly Advisors LLC | 71,547 | $3.62M | 0.0% | -3.6% | 0.060% | |
| 5/14/2026 | Morningstar Investment Management LLC | 259,023 | $13.11M | 0.8% | -8.5% | 0.218% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 31,253 | $1.58M | 0.1% | +1.2% | 0.026% | |
| 5/14/2026 | Wills Financial Group LLC | 50,907 | $2.57M | 1.1% | N/A | 0.043% | |
| 5/13/2026 | Cetera Investment Advisers | 494,588 | $25.04M | 0.0% | +1.3% | 0.416% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 10,378 | $525K | 0.0% | +33.7% | 0.009% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 13,484 | $683K | 0.0% | -60.3% | 0.011% | |
| 5/8/2026 | Alpha Zero LLC | 24,585 | $1.24M | 0.6% | N/A | 0.021% | |
| 5/8/2026 | Maimon Wealth Management LTD. | 89,165 | $4.51M | 4.0% | -8.6% | 0.075% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 102,539 | $5.19M | 2.6% | -45.9% | 0.086% | |
| 5/7/2026 | Hollencrest Capital Management | 141,262 | $7.15M | 0.3% | +0.7% | 0.119% | |
| 5/7/2026 | Parallel Advisors LLC | 318,484 | $16.12M | 0.3% | +2.1% | 0.268% | |
| 5/7/2026 | Hanseatic Management Services Inc. | 243,353 | $12.32M | 11.8% | N/A | 0.205% | |
| 5/6/2026 | Simon Quick Advisors LLC | 294,610 | $14.91M | 0.7% | +0.8% | 0.248% | |
| 5/6/2026 | Astra Wealth Partners LLC | 11,448 | $579K | 0.3% | -82.3% | 0.010% | |
| 5/6/2026 | Assetmark Inc. | 40,946 | $2.07M | 0.0% | +2.2% | 0.034% | |
| 5/6/2026 | Gerald Baker Financial Group LLC | 13,439 | $678K | 0.2% | N/A | 0.011% | |
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| 5/6/2026 | Prosperity Consulting Group LLC | 893,574 | $45.23M | 2.0% | +12.3% | 0.752% | |
| 5/5/2026 | BCGM Wealth Management LLC | 30,954 | $1.57M | 0.4% | -0.8% | 0.026% | |
| 5/5/2026 | Wealthfront Advisers LLC | 36,976 | $1.87M | 0.0% | +10.6% | 0.031% | |
| 5/5/2026 | D.A. Davidson & CO. | 34,466 | $1.75M | 0.0% | -4.2% | 0.029% | |
| 5/5/2026 | NFSG Corp | 1,490 | $75K | 0.0% | -40.3% | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 91,995 | $4.66M | 0.0% | +54.4% | 0.077% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 12,975 | $657K | 0.3% | +207.5% | 0.011% | |
| 5/5/2026 | Sigma Planning Corp | 99,596 | $5.04M | 0.1% | +4.8% | 0.084% | |
| 5/4/2026 | Summit Wealth Group LLC | 185,529 | $9.39M | 2.2% | -4.0% | 0.156% | |
| 5/4/2026 | NWF Advisory Services Inc. | 34,738 | $1.76M | 0.2% | +22.9% | 0.029% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 87,847 | $4.44M | 0.1% | -0.3% | 0.074% | |
| 5/4/2026 | Brindle & Bay Financial Advisors LLC | 22,988 | $1.16M | 0.7% | -21.7% | 0.019% | |
| 5/2/2026 | Global Assets Advisory LLC | 31,788 | $1.61M | 0.4% | N/A | 0.027% | |
| 5/2/2026 | Diversify Wealth Management LLC | 12,170 | $616K | 0.0% | N/A | 0.010% | |
| 5/2/2026 | Valmark Advisers Inc. | 38,804 | $1.96M | 0.0% | -2.0% | 0.033% | |
| 5/1/2026 | Castle Wealth Management LLC | 90,188 | $4.57M | 1.5% | N/A | 0.076% | |
| 5/1/2026 | Fifth Third Bancorp | 19,752 | $1M | 0.0% | N/A | 0.017% | |
| 5/1/2026 | BCR Wealth Strategies LLC | 82,364 | $4.17M | 1.3% | +2.3% | 0.069% | |
| 5/1/2026 | WealthShield Partners LLC | 4,476 | $227K | 0.0% | -76.7% | 0.004% | |
| 5/1/2026 | Farrow Financial Inc. | 149,338 | $7.56M | 4.3% | -0.5% | 0.126% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 99,645 | $5.04M | 0.0% | -9.9% | 0.084% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 7,083 | $359K | 0.1% | -3.3% | 0.006% | |
| 4/30/2026 | Hegarty Advisors LLC | 18,833 | $953K | 0.8% | +31.3% | 0.016% | |
| 4/30/2026 | Beacon Financial Group | 140,119 | $7.09M | 0.7% | N/A | 0.118% | |
| 4/30/2026 | Forza Wealth Management LLC | 5,475 | $277K | 0.1% | N/A | 0.005% | |
| 4/30/2026 | ATX Financial Planning LLC | 25,370 | $1.28M | 1.0% | N/A | 0.021% | |
| 4/30/2026 | Kestra Advisory Services LLC | 100,534 | $5.09M | 0.0% | +261.0% | 0.085% | |
| 4/30/2026 | Base Wealth Management LLC | 17,519 | $887K | 0.5% | +7.7% | 0.015% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 60,864 | $3.08M | 0.2% | +25.9% | 0.051% | |
| 4/30/2026 | Cahaba Wealth Management Inc. | 70,968 | $3.59M | 0.2% | +268.6% | 0.060% | |
| 4/29/2026 | Resonant Capital Advisors LLC | 253,626 | $12.84M | 0.7% | -44.4% | 0.213% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 243,383 | $12.32M | 1.2% | -5.1% | 0.205% | |
| 4/29/2026 | Integrated Advisors Network LLC | 43,049 | $2.18M | 0.1% | N/A | 0.036% | |
| 4/28/2026 | Bogart Wealth LLC | 43,686 | $2.21M | 0.1% | +4.5% | 0.037% | |
| 4/28/2026 | Ascentis Independent Advisors | 2,395 | $121K | 0.0% | N/A | 0.002% | |
| 4/28/2026 | Powerhouse Assets LLC | 109,840 | $5.56M | 4.8% | +12.1% | 0.092% | |
| 4/28/2026 | Integral Investment Advisors Inc. | 78,224 | $3.96M | 1.0% | -3.5% | 0.066% | |
| 4/28/2026 | Forte Asset Management LLC | 269,630 | $13.65M | 6.0% | +262.1% | 0.227% | |
| 4/28/2026 | Meramec Financial Planners LLC | 17,673 | $894K | 0.4% | +4.0% | 0.015% | |
| 4/27/2026 | IRON Financial LLC | 99,688 | $5.05M | 2.2% | +5.0% | 0.084% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 604,726 | $30.61M | 1.6% | +7.0% | 0.509% | |
| 4/27/2026 | Private Advisor Group LLC | 458,782 | $23.22M | 0.1% | +36.8% | 0.386% | |
| 4/27/2026 | Optas LLC | 9,400 | $476K | 0.1% | +79.0% | 0.008% | |
| 4/25/2026 | Patten Group Inc. | 9,177 | $465K | 0.1% | +17.4% | 0.008% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 10,006 | $506K | 0.1% | -2.8% | 0.008% | |
| 4/25/2026 | Able Wealth Management LLC | 131,415 | $6.65M | 1.8% | +6.3% | 0.111% | |
| 4/24/2026 | Root Financial Partners LLC | 1,799 | $91K | 0.0% | -11.6% | 0.002% | |
| 4/24/2026 | Argent Advisors Inc. | 14,954 | $757K | 0.2% | +16.7% | 0.013% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 30,642 | $1.55M | 0.2% | +19.7% | 0.026% | |
| 4/24/2026 | Exeter Financial LLC | 253,316 | $12.82M | 5.2% | -2.4% | 0.213% | |
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| 4/23/2026 | Mayflower Financial Advisors LLC | 6,876 | $348K | 0.0% | +63.4% | 0.006% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 41,094 | $2.08M | 1.4% | +7.1% | 0.035% | |
| 4/23/2026 | Peak Financial Advisors LLC | 107,142 | $5.42M | 2.4% | N/A | 0.090% | |
| 4/23/2026 | Apollon Wealth Management LLC | 45,954 | $2.33M | 0.0% | N/A | 0.039% | |
| 4/23/2026 | Wetzel Investment Advisors Inc. | 11,655 | $590K | 0.2% | +64.2% | 0.010% | |
| 4/22/2026 | Bay Capital Advisors LLC | 241,541 | $12.23M | 7.5% | +16.4% | 0.203% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 79,056 | $4.00M | 0.7% | +2.8% | 0.066% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 229,196 | $11.60M | 0.0% | +14.2% | 0.193% | |
| 4/22/2026 | Advocate Investing Services LLC | 28,227 | $1.43M | 1.2% | -20.1% | 0.024% | |
| 4/22/2026 | Semitam Bonam LLC | 93,568 | $4.74M | 3.9% | +7.9% | 0.079% | |