| 7/2/2026 | KERR FINANCIAL PLANNING Corp | 4,149 | $390K | 0.4% | -6.1% | 0.005% | |
| 7/1/2026 | Eastern Bank | 290 | $27K | 0.0% | N/A | 0.000% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 19,909 | $1.85M | 0.1% | +0.8% | 0.024% | |
| 6/4/2026 | Midwest Financial Network LLC | 26,246 | $2.44M | 1.9% | -16.4% | 0.031% | |
| 6/3/2026 | Parallel Advisors LLC | 10,427 | $967K | 0.0% | +3,375.7% | 0.012% | |
| 6/3/2026 | NewEdge Advisors LLC | 39,874 | $3.70M | 0.0% | -82.5% | 0.048% | |
| 5/28/2026 | Cozad Asset Management Inc. | 21,301 | $1.98M | 0.2% | -9.1% | 0.025% | |
| 5/19/2026 | Western Wealth Management LLC | 110,997 | $10.30M | 0.4% | -2.3% | 0.132% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 30,693 | $2.85M | 0.9% | -6.8% | 0.037% | |
| 5/19/2026 | Bank of America Corp DE | 1,461,233 | $135.54M | 0.0% | -9.6% | 1.744% | |
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| 5/19/2026 | Arkadios Wealth Advisors | 57,304 | $5.32M | 0.1% | -12.1% | 0.068% | |
| 5/19/2026 | IFS Group LLC | 34,831 | $3.23M | 2.9% | N/A | 0.042% | |
| 5/19/2026 | Claris Financial LLC | 58,425 | $5.42M | 3.0% | +0.4% | 0.070% | |
| 5/18/2026 | Royal Bank of Canada | 1,024,933 | $95.07M | 0.0% | -13.3% | 1.223% | |
| 5/18/2026 | Evelyn Partners Investment Management Europe Ltd | 173,872 | $16.13M | 5.5% | -3.3% | 0.207% | |
| 5/16/2026 | IMG Wealth Management Inc. | 22,014 | $2.04M | 1.3% | -12.7% | 0.026% | |
| 5/16/2026 | Quantinno Capital Management LP | 3,845 | $357K | 0.0% | -6.4% | 0.005% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 169,052 | $15.68M | 0.6% | +99.2% | 0.202% | |
| 5/15/2026 | Everest Financial Group LLC | 6,866 | $637K | 0.1% | N/A | 0.008% | |
| 5/15/2026 | Waverly Advisors LLC | 14,558 | $1.35M | 0.0% | +5.1% | 0.017% | |
| 5/14/2026 | Renaissance Technologies LLC | 15,900 | $1.48M | 0.0% | N/A | 0.019% | |
| 5/14/2026 | Hilltop Holdings Inc. | 2,360 | $219K | 0.0% | N/A | 0.003% | |
| 5/14/2026 | CLG LLC | 4,071 | $378K | 0.1% | -6.7% | 0.005% | |
| 5/14/2026 | Modern Wealth Management LLC | 3,608 | $335K | 0.0% | -15.5% | 0.004% | |
| 5/14/2026 | American Financial Advisors LLC | 360,931 | $33.48M | 4.5% | -2.1% | 0.431% | |
| 5/14/2026 | Sei Investments Co. | 16,460 | $1.53M | 0.0% | +239.2% | 0.020% | |
| 5/13/2026 | Cetera Investment Advisers | 1,486,405 | $137.88M | 0.1% | -2.7% | 1.774% | |
| 5/13/2026 | Signature Equity Partners LLC | 492 | $46K | 0.0% | N/A | 0.001% | |
| 5/13/2026 | First Trust Advisors LP | 13,274 | $1.23M | 0.0% | -33.1% | 0.016% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 118,276 | $10.97M | 0.0% | -2.2% | 0.141% | |
| 5/7/2026 | Commonwealth Financial Services LLC | 106,231 | $9.85M | 1.6% | +11.6% | 0.127% | |
| 5/7/2026 | Scarborough Advisors LLC | 261,092 | $24.22M | 2.7% | +2.0% | 0.312% | |
| 5/7/2026 | Parallel Advisors LLC | 10,427 | $967K | 0.0% | +3,375.7% | 0.012% | |
| 5/7/2026 | Hershey Financial Advisers LLC | 12,505 | $1.16M | 1.0% | N/A | 0.015% | |
| 5/6/2026 | Kesler Norman & Wride LLC | 2,412 | $224K | 0.0% | +9.4% | 0.003% | |
| 5/6/2026 | Advisortrust Partners LLC | 5,054 | $469K | 0.2% | +5.5% | 0.006% | |
| 5/6/2026 | Assetmark Inc. | 81,432 | $7.55M | 0.0% | +5.9% | 0.097% | |
| 5/6/2026 | Main Street Group LTD | 495 | $46K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Bessemer Group Inc. | 2,955 | $274K | 0.0% | +5.2% | 0.004% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 1,814 | $168K | 0.0% | N/A | 0.002% | |
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| 5/6/2026 | Independent Financial Group LLC | 46,621 | $4.33M | 0.1% | N/A | 0.056% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 18,698 | $1.73M | 0.1% | -4.6% | 0.022% | |
| 5/6/2026 | Gaddis Premier Wealth Advisors LLC | 4,034 | $374K | 0.3% | -19.6% | 0.005% | |
| 5/5/2026 | D.A. Davidson & CO. | 279,819 | $25.96M | 0.2% | +0.4% | 0.334% | |
| 5/5/2026 | Bank of New York Mellon Corp | 24,165 | $2.24M | 0.0% | +1.1% | 0.029% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 3,557 | $330K | 0.2% | -18.3% | 0.004% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 50,102 | $4.65M | 0.1% | -0.5% | 0.060% | |
| 5/5/2026 | Sigma Planning Corp | 40,520 | $3.76M | 0.1% | -0.7% | 0.048% | |
| 5/4/2026 | AMG National Trust Bank | 4,450 | $413K | 0.0% | +100.0% | 0.005% | |
| 5/4/2026 | Archer Investment Corp | 282,951 | $26.25M | 5.6% | -6.6% | 0.338% | |
| 5/4/2026 | HBW Advisory Services LLC | 8,445 | $783K | 0.1% | -3.0% | 0.010% | |
| 5/4/2026 | NWF Advisory Services Inc. | 7,860 | $729K | 0.1% | +4.5% | 0.009% | |
| 5/4/2026 | Gratus Wealth Advisors LLC | 226,645 | $21.02M | 3.0% | -26.3% | 0.270% | |
| 5/4/2026 | Y.D. More Investments Ltd | 33,044 | $3.06M | 0.1% | -30.2% | 0.039% | |
| 5/4/2026 | Moment Partners LLC | 10,001 | $928K | 0.2% | -12.3% | 0.012% | |
| 5/2/2026 | International Assets Investment Management LLC | 40,331 | $3.74M | 0.1% | +0.7% | 0.048% | |
| 5/2/2026 | Anchor Investment Management LLC | 1,100 | $102K | 0.0% | +37.5% | 0.001% | |
| 5/2/2026 | Diversify Wealth Management LLC | 9,454 | $880K | 0.0% | N/A | 0.011% | |
| 5/2/2026 | Valmark Advisers Inc. | 43,266 | $4.01M | 0.0% | -30.9% | 0.052% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 5,785 | $537K | 0.0% | -11.7% | 0.007% | |
| 5/1/2026 | Fifth Third Bancorp | 35,098 | $3.26M | 0.0% | +1,770.9% | 0.042% | |
| 5/1/2026 | Sovran Advisors LLC | 12,370 | $1.16M | 0.1% | -16.5% | 0.015% | |
| 5/1/2026 | Darwin Wealth Management LLC | 17,735 | $1.65M | 0.5% | -6.7% | 0.021% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 13,812 | $1.30M | 1.1% | +2.5% | 0.016% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 42,430 | $4.01M | 1.1% | -1.9% | 0.051% | |
| 4/30/2026 | Waterfront Wealth Inc. | 39,190 | $3.64M | 0.7% | -2.0% | 0.047% | |
| 4/30/2026 | Kestra Advisory Services LLC | 400,906 | $37.19M | 0.1% | +4.4% | 0.478% | |
| 4/29/2026 | Richmond Investment Services LLC | 25,724 | $2.39M | 0.4% | -2.6% | 0.031% | |
| 4/29/2026 | KERR FINANCIAL PLANNING Corp | 4,418 | $411K | 0.5% | +5.8% | 0.005% | |
| 4/29/2026 | Centerpoint Advisory Group | 28,556 | $2.65M | 2.0% | -2.1% | 0.034% | |
| 4/29/2026 | ORBA Wealth Advisors L.L.C. | 21,288 | $1.98M | 2.4% | -14.5% | 0.025% | |
| 4/29/2026 | Shelton Wealth Management LLC | 55,058 | $5.11M | 2.2% | -5.6% | 0.066% | |
| 4/28/2026 | Stephens Inc. AR | 68,809 | $6.38M | 0.1% | -2.1% | 0.082% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 176,171 | $16.34M | 2.2% | +0.1% | 0.209% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 6,989 | $648K | 0.0% | -6.2% | 0.008% | |
| 4/28/2026 | QRG Capital Management Inc. | 5,562 | $516K | 0.0% | +137.5% | 0.007% | |
| 4/27/2026 | Integrity Wealth Partners LLC | 8,489 | $787K | 0.7% | N/A | 0.010% | |
| 4/27/2026 | PFG Investments LLC | 15,683 | $1.46M | 0.1% | -1.2% | 0.019% | |
| 4/27/2026 | BIP Wealth LLC | 19,163 | $1.78M | 0.1% | -0.9% | 0.023% | |
| 4/27/2026 | Private Advisor Group LLC | 531,050 | $49.26M | 0.2% | -18.0% | 0.631% | |
| 4/27/2026 | DeDora Capital Inc. | 12,353 | $1.15M | 0.3% | -6.6% | 0.015% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 4,620 | $429K | 0.0% | +61.7% | 0.005% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 32,352 | $3.00M | 0.1% | -4.0% | 0.038% | |
| 4/27/2026 | Sound Income Strategies LLC | 638 | $59K | 0.0% | -22.9% | 0.001% | |
| 4/25/2026 | KPP Advisory Services LLC | 47,418 | $4.40M | 0.6% | -8.0% | 0.056% | |
| 4/24/2026 | Twin City Private Wealth LLC | 2,794 | $259K | 0.2% | -5.6% | 0.003% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 30,353 | $2.82M | 1.1% | N/A | 0.036% | |
| 4/24/2026 | American Institute for Advanced Investment Management LLP | 7,109 | $659K | 0.4% | -1.5% | 0.008% | |
| 4/24/2026 | Columbia Advisory Partners LLC | 10,556 | $979K | 0.6% | +28.4% | 0.013% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 3,621 | $336K | 0.0% | -3.0% | 0.004% | |
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| 4/23/2026 | Summit Investment Advisory Services LLC | 2,665 | $247K | 0.1% | -9.9% | 0.003% | |
| 4/23/2026 | Intrua Financial LLC | 25,371 | $2.35M | 0.2% | -3.9% | 0.030% | |
| 4/23/2026 | Continuum Advisory LLC | 3,079 | $286K | 0.0% | -8.4% | 0.004% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 2,498 | $232K | 0.0% | -14.3% | 0.003% | |
| 4/23/2026 | Apollon Wealth Management LLC | 15,833 | $1.47M | 0.0% | -2.8% | 0.019% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 3,614 | $335K | 0.0% | N/A | 0.004% | |
| 4/22/2026 | Narus Financial Partners LLC | 2,500 | $232K | 0.1% | -4.8% | 0.003% | |
| 4/21/2026 | Sequent Planning LLC | 15,041 | $1.40M | 0.3% | +2.8% | 0.018% | |
| 4/21/2026 | Independent Wealth Network Inc. | 13,407 | $1.24M | 0.4% | +82.3% | 0.016% | |
| 4/21/2026 | Balance Wealth LLC | 4,851 | $450K | 0.1% | -3.4% | 0.006% | |