| 10/13/2026 | Fagan Associates Inc. | 89,906 | $9.28M | 1.1% | +6.6% | 0.104% | |
| 10/13/2026 | Accel Wealth Management | 22,954 | $2.37M | 0.5% | +46.2% | 0.027% | |
| 10/13/2026 | Cooper Investors PTY Ltd. | 12,781 | $1.32M | 0.7% | -76.4% | 0.015% | |
| 10/13/2026 | Cascade Investment Group Inc. | 6,222 | $642K | 0.4% | -71.1% | 0.007% | |
| 10/13/2026 | Financial Futures Ltd Liability Co. | 21,847 | $2.26M | 0.8% | +23.6% | 0.025% | |
| 10/13/2026 | Stegent Equity Advisors Inc. | 22,834 | $2.36M | 1.9% | -8.6% | 0.026% | |
| 10/10/2026 | Gilpin Wealth Management LLC | 2,829 | $292K | 0.2% | +8.7% | 0.003% | |
| 10/10/2026 | Valley Wealth Managers Inc. | 33,513 | $3.46M | 0.2% | -60.5% | 0.039% | |
| 10/9/2026 | GK Wealth Management LLC | 1,231 | $127K | 0.1% | -34.3% | 0.001% | |
| 10/9/2026 | Thryve Wealth Management LLC | 90,278 | $9.32M | 5.2% | +1.1% | 0.105% | |
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| 10/9/2026 | BOS Asset Management LLC | 32,238 | $3.33M | 0.8% | +5.5% | 0.037% | |
| 10/9/2026 | First Heartland Consultants Inc. | 31,897 | $3.29M | 0.2% | +11.2% | 0.037% | |
| 10/8/2026 | Farther Finance Advisors LLC | 9,063 | $936K | 0.0% | +13.6% | 0.010% | |
| 10/8/2026 | Puff Wealth Management LLC | 23,469 | $2.42M | 2.3% | -11.5% | 0.027% | |
| 10/7/2026 | Rhodes Investment Advisors Inc. ADV | 26,578 | $2.74M | 1.9% | -0.7% | 0.031% | |
| 10/7/2026 | MRA Advisory Group | 41,943 | $4.33M | 1.6% | +1.3% | 0.048% | |
| 10/7/2026 | Crumly & Associates Inc. | 115,241 | $11.90M | 2.1% | +15.3% | 0.133% | |
| 10/5/2026 | Park National Corp OH | 45,161 | $4.66M | 0.1% | +7.6% | 0.052% | |
| 10/2/2026 | GoalVest Advisory LLC | 6,869 | $709K | 0.0% | +31.2% | 0.008% | |
| 10/2/2026 | Private Client Services LLC | 2,598 | $268K | 0.1% | N/A | 0.003% | |
| 9/23/2026 | QRG Capital Management Inc. | 1,739 | $232K | 0.0% | -70.3% | 0.002% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 2,212 | $295K | 0.0% | N/A | 0.003% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 816,728 | $108.83M | 0.0% | +4.1% | 0.949% | |
| 9/9/2026 | Pecaut & CO. | 54,856 | $7.31M | 2.3% | -0.2% | 0.063% | |
| 9/9/2026 | The Manufacturers Life Insurance Company | 21,015 | $2.80M | 0.0% | +76.2% | 0.024% | |
| 9/9/2026 | Archford Capital Strategies LLC | 5,030 | $670K | 0.1% | +4.1% | 0.006% | |
| 9/9/2026 | Capital Analysts LLC | 12,345 | $1.65M | 0.0% | +6.1% | 0.014% | |
| 9/9/2026 | Insight Wealth Partners LLC | 20,058 | $2.67M | 0.4% | +14.4% | 0.023% | |
| 9/9/2026 | Concorde Asset Management LLC | 47,451 | $6.32M | 3.6% | +17.4% | 0.055% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 90,964 | $12.12M | 0.1% | +141.2% | 0.105% | |
| 9/9/2026 | RFG Advisory LLC | 24,802 | $3.31M | 0.1% | +20.0% | 0.029% | |
| 9/9/2026 | NewEdge Advisors LLC | 255,007 | $33.98M | 0.1% | +22.1% | 0.294% | |
| 9/9/2026 | IFP Advisors Inc | 6,705 | $893K | 0.0% | +14.5% | 0.008% | |
| 9/9/2026 | Baird Financial Group Inc. | 42,407 | $5.65M | 0.0% | +17.9% | 0.049% | |
| 9/8/2026 | Allworth Financial LP | 14,084 | $1.88M | 0.0% | -3.2% | 0.016% | |
| 9/8/2026 | Waverly Advisors LLC | 14,265 | $1.90M | 0.0% | +7.7% | 0.016% | |
| 9/2/2026 | Second Line Capital LLC | 2,165 | $288K | 0.1% | -38.4% | 0.002% | |
| 8/26/2026 | HighTower Advisors LLC | 442,987 | $59.03M | 0.1% | -1.0% | 0.510% | |
| 8/24/2026 | Carlson Financial Inc. | 24,605 | $3.28M | 1.7% | +3.4% | 0.028% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 61,610 | $8.21M | 0.2% | +55.7% | 0.071% | |
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| 8/23/2026 | Kintra Wealth LLC | 4,530 | $556K | 0.0% | -66.4% | 0.005% | |
| 8/23/2026 | PCG Wealth Advisors LLC | 58,678 | $7.82M | 1.7% | +4.5% | 0.068% | |
| 8/23/2026 | HB Wealth Management LLC | 3,792 | $505K | 0.0% | N/A | 0.004% | |
| 8/23/2026 | Hutchens & Kramer Investment Management Group LLC | 34,865 | $4.65M | 1.3% | +1.2% | 0.040% | |
| 8/22/2026 | Compass Financial Management LLC | 2,527 | $335K | 0.0% | N/A | 0.003% | |
| 8/22/2026 | NI Acquisitions Company LLC | 803 | $107K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | Legacy Wealth Managment LLC ID | 12,518 | $1.67M | 0.7% | +26.1% | 0.014% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 4,555 | $589K | 0.0% | N/A | 0.005% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 58,793 | $7.83M | 0.1% | +45.2% | 0.068% | |
| 8/21/2026 | Continuum Advisory LLC | 10,914 | $1.45M | 0.1% | +15.9% | 0.013% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 24,002 | $3.16M | 0.4% | +21.1% | 0.028% | |
| 8/21/2026 | Triumph Capital Management | 25,690 | $3.42M | 0.6% | +21.8% | 0.030% | |
| 8/20/2026 | Proficio Capital Partners LLC | 333,906 | $44.49M | 1.6% | +52.1% | 0.385% | |
| 8/20/2026 | Nwam LLC | 60,032 | $8.00M | 0.4% | +27.4% | 0.069% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 59,059 | $7.86M | 0.3% | +7.0% | 0.068% | |
| 8/20/2026 | Susquehanna International Group LLP | 36,575 | $4.87M | 0.0% | +0.6% | 0.042% | |
| 8/20/2026 | Sigma Planning Corp | 67,384 | $8.98M | 0.2% | +17.6% | 0.078% | |
| 8/20/2026 | Benjamin Edwards Inc. | 34,539 | $4.60M | 0.0% | -0.7% | 0.040% | |
| 8/20/2026 | Flputnam Investment Management Co. | 27,689 | $3.69M | 0.0% | -10.7% | 0.032% | |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 510,524 | $68.03M | 0.0% | +5.7% | 0.588% | |
| 8/12/2026 | Compass Financial Management LLC | 2,527 | $335K | 0.0% | N/A | 0.003% | |
| 7/23/2026 | Nations Financial Group Inc. IA ADV | 14,830 | $1.98M | 0.1% | +14.8% | 0.015% | |
| 7/23/2026 | SBI Securities Co. Ltd. | 480 | $64K | 0.0% | +242.9% | 0.000% | |
| 7/23/2026 | Foundry Financial Group Inc. | 35,548 | $4.74M | 2.0% | +7.1% | 0.035% | |
| 7/22/2026 | Peddock Capital Advisors LLC | 15,313 | $2.04M | 0.4% | +6.9% | 0.015% | |
| 7/22/2026 | Mirae Asset Global Investments Co. Ltd. | 286,000 | $38.11M | 0.1% | +104.3% | 0.280% | |
| 7/22/2026 | Benchmark Financial LLC | 19,474 | $2.60M | 2.1% | +3.0% | 0.019% | |
| 7/10/2026 | Abound Wealth Management | 244 | $33K | 0.0% | N/A | 0.000% | |
| 7/10/2026 | Accel Wealth Management | 15,696 | $2.09M | 0.5% | +42.7% | 0.018% | |
| 7/10/2026 | Fulcrum Equity Management | 3,377 | $450K | 0.3% | N/A | 0.004% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 7,931 | $1.06M | 0.1% | +18.7% | 0.009% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,984 | $1.33M | 0.1% | +5.4% | 0.011% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 14,618 | $1.95M | 0.0% | -69.3% | 0.017% | |
| 7/9/2026 | Key Client Fiduciary Advisors LLC | 19,053 | $2.54M | 0.7% | -8.4% | 0.022% | |
| 7/9/2026 | AFG Fiduciary Services Limited Partnership | 8,031 | $1.01M | 0.8% | -10.0% | 0.009% | |
| 7/9/2026 | Next Level Private LLC | 234,279 | $31.22M | 6.1% | +5.2% | 0.270% | |
| 7/9/2026 | Focus Financial Network Inc. | 42,647 | $5.68M | 0.2% | -9.2% | 0.049% | |
| 7/9/2026 | Allied Private Wealth LLC | 5,254 | $644K | 0.4% | N/A | 0.006% | |
| 7/9/2026 | Herbst Group LLC | 3,000 | $400K | 0.2% | +50.0% | 0.003% | |
| 7/9/2026 | GoalVest Advisory LLC | 5,235 | $698K | 0.1% | +2,669.8% | 0.006% | |
| 7/9/2026 | Crumly & Associates Inc. | 99,934 | $13.32M | 2.6% | +2.8% | 0.115% | |
| 7/8/2026 | MRA Advisory Group | 41,421 | $5.52M | 2.0% | -3.6% | 0.048% | |
| 7/8/2026 | First Heartland Consultants Inc. | 28,676 | $3.82M | 0.2% | +3.3% | 0.033% | |
| 7/8/2026 | Puff Wealth Management LLC | 26,506 | $3.53M | 3.6% | N/A | 0.031% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 68,155 | $9.08M | 2.3% | +0.2% | 0.079% | |
| 7/8/2026 | Lincoln Capital LLC | 2,207 | $294K | 0.1% | -19.7% | 0.003% | |
| 7/7/2026 | Mirador Capital Partners LP | 12,035 | $1.60M | 0.2% | +6.3% | 0.014% | |
| 7/7/2026 | Quad Cities Investment Group LLC | 9,912 | $1.32M | 0.5% | -1.5% | 0.011% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 2,616 | $349K | 0.0% | N/A | 0.003% | |
| 7/7/2026 | Willner & Heller LLC | 6,453 | $860K | 0.5% | +3.3% | 0.007% | |
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| 7/7/2026 | GK Wealth Management LLC | 1,873 | $250K | 0.1% | N/A | 0.002% | |
| 7/7/2026 | Cooper Investors PTY Ltd. | 54,269 | $7.23M | 3.3% | -2.1% | 0.063% | |
| 7/6/2026 | Hobart Private Capital LLC | 79,942 | $10.65M | 1.8% | +2.6% | 0.093% | |
| 7/1/2026 | PVG Asset Management Corp | 1,652 | $220K | 0.1% | N/A | 0.002% | |
| 6/16/2026 | Empowered Funds LLC | 7,567 | $838K | 0.0% | -7.0% | 0.009% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 62,239 | $6.90M | 4.0% | +9.0% | 0.078% | |
| 6/3/2026 | Parallel Advisors LLC | 6,487 | $719K | 0.0% | -2.8% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 208,896 | $23.14M | 0.1% | +42.2% | 0.262% | |
| 6/1/2026 | Concorde Asset Management LLC | 40,421 | $4.48M | 2.2% | -6.4% | 0.051% | |
| 6/1/2026 | Keel Point LLC | 1,987 | $220K | 0.0% | N/A | 0.002% | |