| 6/4/2026 | Midwest Financial Network LLC | 2,567 | $257K | 0.2% | N/A | 0.042% | |
| 6/3/2026 | NewEdge Advisors LLC | 7,994 | $799K | 0.0% | -3.3% | 0.132% | |
| 5/29/2026 | Mullaney Keating & Wright Inc. | 2,798 | $280K | 0.2% | N/A | 0.046% | |
| 5/19/2026 | Bank of America Corp DE | 205,701 | $20.56M | 0.0% | +53.8% | 3.400% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 4,395 | $439K | 0.0% | -8.7% | 0.073% | |
| 5/18/2026 | Royal Bank of Canada | 6,151 | $615K | 0.0% | +45.9% | 0.102% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,140 | $614K | 0.0% | N/A | 0.101% | |
| 5/15/2026 | Waverly Advisors LLC | 10,502 | $1.05M | 0.0% | +77.8% | 0.174% | |
| 5/14/2026 | Compound Planning Inc. | 6,382 | $638K | 0.0% | N/A | 0.105% | |
| 5/13/2026 | Cetera Investment Advisers | 198,090 | $19.80M | 0.0% | +5.8% | 3.274% | |
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| 5/13/2026 | Alesco Advisors LLC An ESL Co | 7,255 | $725K | 0.0% | +64.0% | 0.120% | |
| 5/8/2026 | Stone Loft Wealth Management LLC | 11,442 | $1.14M | 0.8% | N/A | 0.189% | |
| 5/5/2026 | D.A. Davidson & CO. | 3,200 | $320K | 0.0% | +18.5% | 0.053% | |
| 5/5/2026 | Sanctuary Advisors LLC | 2,754 | $275K | 0.0% | +6.7% | 0.046% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 190,307 | $19.02M | 0.5% | +19.0% | 3.146% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 10,872 | $1.09M | 0.1% | +1.8% | 0.180% | |
| 5/4/2026 | Integrity Wealth Solutions LLC | 23,381 | $2.34M | 0.9% | +3.6% | 0.386% | |
| 5/2/2026 | Silver Oak Advisory Group Inc. | 61,603 | $6.16M | 2.7% | +3.6% | 1.018% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 580,080 | $57.97M | 0.8% | N/A | 9.588% | |
| 5/1/2026 | Fifth Third Bancorp | 1,716 | $171K | 0.0% | N/A | 0.028% | |
| 5/1/2026 | Rossmore Private Capital | 7,685 | $768K | 0.1% | +9.8% | 0.127% | |
| 5/1/2026 | WealthShield Partners LLC | 247 | $25K | 0.0% | -62.7% | 0.004% | |
| 4/30/2026 | Hassell Wealth Management LLC | 13,996 | $1.40M | 0.5% | N/A | 0.231% | |
| 4/30/2026 | Integrity Investment Advisors LLC | 8,380 | $838K | 0.5% | N/A | 0.139% | |
| 4/29/2026 | Unison Advisors LLC | 2,367,952 | $236.65M | 18.0% | +7.8% | 39.140% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,250 | $125K | 0.0% | N/A | 0.021% | |
| 4/27/2026 | TCI Wealth Advisors Inc. | 21,273 | $2.13M | 0.1% | +1.7% | 0.352% | |
| 4/24/2026 | Mitchell Mcleod Pugh & Williams Inc. | 13,767 | $1.38M | 0.2% | -9.3% | 0.228% | |
| 4/23/2026 | KOM Wealth Management Group LLC | 2,006 | $201K | 0.1% | N/A | 0.033% | |
| 4/23/2026 | North Star Investment Management Corp. | 819 | $82K | 0.0% | +41.0% | 0.014% | |
| 4/22/2026 | Aspire Private Capital LLC | 117,819 | $11.78M | 2.7% | +13.9% | 1.947% | |
| 4/21/2026 | Sequent Planning LLC | 7,187 | $718K | 0.2% | +90.1% | 0.119% | |
| 4/21/2026 | Verus Financial Partners Inc. | 29,016 | $2.92M | 0.3% | N/A | 0.480% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 8,336 | $833K | 0.0% | +115.6% | 0.138% | |
| 4/20/2026 | Apella Capital LLC | 55,664 | $5.62M | 0.1% | +6.9% | 0.920% | |
| 4/18/2026 | Cora Capital Advisors LLC | 8,841 | $884K | 0.3% | N/A | 0.146% | |
| 4/17/2026 | A. D. Beadell Investment Counsel Inc. | 13,825 | $1.38M | 0.9% | +2.6% | 0.229% | |
| 4/17/2026 | AdvisorNet Financial Inc | 295 | $29K | 0.0% | N/A | 0.005% | |
| 4/17/2026 | Financial Management Network Inc. | 16,279 | $1.64M | 0.3% | +29.9% | 0.269% | |
| 4/16/2026 | Stephen J. Garry & Associates LLC | 9,775 | $977K | 0.8% | -6.4% | 0.162% | |
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| 4/16/2026 | Genesis Private Wealth LLC | 13,744 | $1.37M | 0.4% | +8.6% | 0.227% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 3,751 | $378K | 0.0% | +44.4% | 0.033% | |
| 2/18/2026 | NewEdge Advisors LLC | 8,269 | $834K | 0.0% | +75.0% | 0.073% | |
| 2/17/2026 | AQR Capital Management LLC | 2,961 | $299K | 0.0% | -64.9% | 0.026% | |
| 2/17/2026 | Cetera Investment Advisers | 187,165 | $18.87M | 0.0% | +6.8% | 1.656% | |
| 2/17/2026 | Equitable Holdings Inc. | 131,334 | $13.24M | 0.1% | +11.7% | 1.162% | |
| 2/17/2026 | Osaic Holdings Inc. | 11,476 | $1.16M | 0.0% | +49.3% | 0.102% | |
| 2/17/2026 | Donalies Financial Planning LLC | 2,708 | $273K | 0.2% | N/A | 0.024% | |
| 2/17/2026 | Captrust Financial Advisors | 22,826 | $2.30M | 0.0% | N/A | 0.202% | |
| 2/17/2026 | &PARTNERS | 36,405 | $3.67M | 0.0% | +1,688.1% | 0.322% | |
| 2/17/2026 | Royal Bank of Canada | 4,216 | $425K | 0.0% | +201.4% | 0.037% | |
| 2/17/2026 | Dempze Nancy E | 1,994 | $201K | 0.1% | N/A | 0.018% | |
| 2/16/2026 | Mariner LLC | 17,741 | $1.79M | 0.0% | +10.9% | 0.157% | |
| 2/16/2026 | Fort Point Capital Partners LLC | 9,332 | $948K | 0.1% | N/A | 0.083% | |
| 2/13/2026 | CreativeOne Wealth LLC | 2,649 | $267K | 0.0% | N/A | 0.023% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 2,477 | $250K | 0.0% | N/A | 0.022% | |
| 2/12/2026 | Jane Street Group LLC | 33,593 | $3.39M | 0.0% | -28.7% | 0.297% | |
| 2/12/2026 | HRT Financial LP | 3,384 | $341K | 0.0% | N/A | 0.030% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 205,871 | $20.76M | 0.0% | +13.4% | 1.822% | |
| 2/12/2026 | Bank of Montreal Can | 1,500 | $151K | 0.0% | N/A | 0.013% | |
| 2/11/2026 | Mitchell Mcleod Pugh & Williams Inc. | 15,175 | $1.55M | 0.2% | +31.4% | 0.134% | |
| 2/11/2026 | Oak Wealth Advisors LLC | 17,393 | $1.75M | 1.0% | +42.2% | 0.154% | |
| 2/11/2026 | TIAA Trust National Association | 403,849 | $40.72M | 0.1% | +45.1% | 3.574% | |
| 2/11/2026 | Cerity Partners LLC | 17,666 | $1.78M | 0.0% | N/A | 0.156% | |
| 2/11/2026 | LPL Financial LLC | 43,910 | $4.43M | 0.0% | +12.3% | 0.389% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 2,094 | $211K | 0.0% | -9.0% | 0.019% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 3,356 | $338K | 0.0% | N/A | 0.030% | |
| 2/10/2026 | Essex Financial Services Inc. | 4,011 | $404K | 0.0% | +58.9% | 0.035% | |
| 2/10/2026 | Keyvantage Wealth LLC | 4,992 | $503K | 0.2% | N/A | 0.044% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 10,334 | $1.04M | 0.0% | +164.5% | 0.091% | |
| 2/9/2026 | Harbour Investments Inc. | 11,161 | $1.13M | 0.0% | +59.1% | 0.099% | |
| 2/9/2026 | Clearstead Advisors LLC | 11,584 | $1.17M | 0.0% | +9.4% | 0.103% | |
| 2/9/2026 | HBK Sorce Advisory LLC | 9,783 | $996K | 0.0% | +18.0% | 0.087% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 4,816 | $486K | 0.0% | +196.4% | 0.043% | |
| 2/6/2026 | Freedom Investment Management Inc. | 14,479 | $1.46M | 0.4% | +0.9% | 0.128% | |
| 2/6/2026 | One Degree Advisors Inc | 2,672 | $269K | 0.1% | N/A | 0.024% | |
| 2/6/2026 | IFP Advisors Inc | 1,000 | $101K | 0.0% | N/A | 0.009% | |
| 2/6/2026 | HighTower Advisors LLC | 224,657 | $22.65M | 0.0% | +5.8% | 1.988% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 11,733 | $1.18M | 0.0% | +2.6% | 0.104% | |
| 2/5/2026 | Sequent Planning LLC | 3,781 | $381K | 0.1% | N/A | 0.033% | |
| 2/5/2026 | Rossmore Private Capital | 6,998 | $706K | 0.1% | N/A | 0.062% | |
| 2/5/2026 | Avantax Planning Partners Inc. | 159,973 | $16.13M | 0.5% | -5.3% | 1.416% | |
| 2/5/2026 | Atria Investments Inc | 54,042 | $5.45M | 0.1% | -3.2% | 0.478% | |
| 2/4/2026 | Independent Advisor Alliance | 3,241 | $327K | 0.0% | N/A | 0.029% | |
| 2/4/2026 | Timonier Family Office LTD. | 18,441 | $1.86M | 0.6% | -1.9% | 0.163% | |
| 2/4/2026 | Valeo Financial Advisors LLC | 13,536 | $1.37M | 0.0% | +22.3% | 0.120% | |
| 2/3/2026 | Silver Oak Advisory Group Inc. | 59,479 | $6.00M | 2.7% | +13.8% | 0.526% | |
| 2/3/2026 | WealthShield Partners LLC | 663 | $67K | 0.0% | N/A | 0.006% | |
| 2/2/2026 | TCI Wealth Advisors Inc. | 20,912 | $2.11M | 0.1% | +3.3% | 0.185% | |
| 2/2/2026 | Truist Financial Corp | 33,695 | $3.40M | 0.0% | +72.9% | 0.298% | |
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| 2/2/2026 | Benjamin Edwards Inc. | 5,208 | $526K | 0.0% | +65.8% | 0.046% | |
| 2/2/2026 | Integrity Wealth Solutions LLC | 22,560 | $2.28M | 0.9% | +17.2% | 0.200% | |
| 2/2/2026 | Chapman Financial Group LLC | 2,625 | $265K | 0.2% | N/A | 0.023% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 21,747 | $2.19M | 0.0% | +56.5% | 0.192% | |
| 1/30/2026 | Joel Isaacson & Co. LLC | 236,654 | $23.86M | 0.8% | +0.6% | 2.094% | |
| 1/29/2026 | Ashton Thomas Private Wealth LLC | 64,754 | $6.53M | 0.2% | +44.3% | 0.573% | |
| 1/29/2026 | D.A. Davidson & CO. | 2,700 | $272K | 0.0% | N/A | 0.024% | |
| 1/29/2026 | S.A. Mason LLC | 43,061 | $4.34M | 1.7% | +856.9% | 0.381% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 3,867 | $390K | 0.0% | +12.2% | 0.034% | |
| 1/29/2026 | Sanctuary Advisors LLC | 2,580 | $260K | 0.0% | +11.9% | 0.023% | |