| 5/14/2026 | Lido Advisors LLC | 82,662 | $11.96M | 0.0% | +11.9% | 0.182% | |
| 5/13/2026 | Cetera Investment Advisers | 203,028 | $29.38M | 0.0% | +18.2% | 0.448% | |
| 5/13/2026 | Signature Equity Partners LLC | 6,203 | $898K | 0.5% | +3.4% | 0.014% | |
| 5/13/2026 | NewEdge Wealth LLC | 1,560 | $226K | 0.0% | +6.0% | 0.003% | |
| 5/13/2026 | First Trust Advisors LP | 3,850 | $557K | 0.0% | -15.6% | 0.008% | |
| 5/12/2026 | Marin Bay Wealth Advisors LLC | 1,967 | $285K | 0.1% | N/A | 0.004% | |
| 5/12/2026 | First Wilshire Securities Management Inc. | 1,400 | $203K | 0.0% | N/A | 0.003% | |
| 5/8/2026 | Pacific Sun Financial Corp | 22,968 | $3.32M | 1.6% | -2.2% | 0.051% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 867,154 | $125.49M | 0.1% | -1.9% | 1.914% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 102,203 | $14.79M | 0.3% | +0.6% | 0.226% | |
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| 5/7/2026 | Hollencrest Capital Management | 473 | $68K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Decker Wealth Management LLC | 3,221 | $466K | 0.1% | N/A | 0.007% | |
| 5/6/2026 | Sterling Financial Planning Inc. | 129,856 | $18.79M | 5.6% | +0.8% | 0.287% | |
| 5/6/2026 | Modera Wealth Management LLC | 9,922 | $1.44M | 0.0% | -11.8% | 0.022% | |
| 5/6/2026 | Advisortrust Partners LLC | 368 | $53K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Angeles Wealth Management LLC | 340 | $49K | 0.0% | +70.0% | 0.001% | |
| 5/6/2026 | Gerald Baker Financial Group LLC | 6,200 | $839K | 0.3% | N/A | 0.014% | |
| 5/6/2026 | One Day In July LLC | 3,573 | $517K | 0.0% | -1.9% | 0.008% | |
| 5/6/2026 | Independent Financial Group LLC | 2,344 | $339K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | D.A. Davidson & CO. | 7,455 | $1.08M | 0.0% | +80.4% | 0.016% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 249,133 | $36.05M | 2.5% | +1.2% | 0.550% | |
| 5/5/2026 | Bank of New York Mellon Corp | 53,781 | $7.78M | 0.0% | +1.7% | 0.119% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 2,961 | $428K | 0.0% | +19.3% | 0.007% | |
| 5/5/2026 | Sanctuary Advisors LLC | 20,290 | $2.94M | 0.0% | -48.1% | 0.045% | |
| 5/5/2026 | Sigma Planning Corp | 51,879 | $7.51M | 0.2% | +5.8% | 0.115% | |
| 5/5/2026 | Broadview Financial Management LLC | 19,130 | $2.77M | 1.9% | -1.7% | 0.042% | |
| 5/4/2026 | WJ Financial Advisors LLC | 1,468 | $212K | 0.2% | N/A | 0.003% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 42,941 | $6.85M | 0.1% | -0.2% | 0.095% | |
| 5/2/2026 | Associated Banc Corp | 21,717 | $3.14M | 0.1% | +9.4% | 0.048% | |
| 5/2/2026 | Diversify Wealth Management LLC | 2,859 | $451K | 0.0% | -2.3% | 0.006% | |
| 5/2/2026 | Valmark Advisers Inc. | 1,638 | $237K | 0.0% | +7.9% | 0.004% | |
| 5/1/2026 | Capital Squared Financial LLC | 14,681 | $2.13M | 1.6% | +5.9% | 0.033% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 5,440 | $787K | 0.0% | -1.1% | 0.012% | |
| 5/1/2026 | Midwest Trust Co | 8,649 | $1.25M | 0.0% | +11.1% | 0.019% | |
| 5/1/2026 | Fifth Third Bancorp | 89,108 | $12.90M | 0.0% | +50.7% | 0.198% | |
| 5/1/2026 | Droms Strauss Advisors Inc. MO ADV | 17,748 | $2.57M | 0.7% | -6.4% | 0.039% | |
| 5/1/2026 | WealthShield Partners LLC | 5,594 | $810K | 0.1% | -2.0% | 0.012% | |
| 5/1/2026 | Conning Inc. | 2,707 | $392K | 0.0% | -6.1% | 0.006% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 5,047 | $730K | 0.0% | +2.4% | 0.011% | |
| 4/30/2026 | Sonata Capital Group Inc. | 13,888 | $2.01M | 0.7% | +1.3% | 0.031% | |
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| 4/30/2026 | First Horizon Corp | 24,499 | $3.55M | 0.1% | -2.0% | 0.054% | |
| 4/30/2026 | Kestra Advisory Services LLC | 59,272 | $8.58M | 0.0% | -0.4% | 0.132% | |
| 4/30/2026 | Money Concepts Capital Corp | 5,580 | $807K | 0.0% | +3.2% | 0.012% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 1,823 | $291K | 0.0% | -6.5% | 0.004% | |
| 4/29/2026 | Saxon Interests Inc. | 4,562 | $660K | 0.2% | -1.8% | 0.010% | |
| 4/29/2026 | Renasant Bank | 3,000 | $434K | 0.3% | -31.0% | 0.007% | |
| 4/29/2026 | Integrated Advisors Network LLC | 1,606 | $232K | 0.0% | N/A | 0.004% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 33,782 | $4.89M | 1.2% | -3.1% | 0.075% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 9,844 | $1.46M | 0.0% | -1.5% | 0.022% | |
| 4/28/2026 | Whittier Trust Co. | 9,848 | $1.46M | 0.0% | -4.2% | 0.022% | |
| 4/28/2026 | Columbia Bank | 14,179 | $2.05M | 0.6% | +17.8% | 0.031% | |
| 4/28/2026 | NBT Bank N A NY | 46,615 | $6.75M | 0.4% | +1,207.6% | 0.103% | |
| 4/28/2026 | Nixon Peabody Trust Co. | 3,247 | $470K | 0.0% | +10.9% | 0.007% | |
| 4/28/2026 | Meramec Financial Planners LLC | 3,420 | $548K | 0.2% | -21.1% | 0.008% | |
| 4/27/2026 | HB Wealth Management LLC | 30,254 | $4.38M | 0.0% | +29.1% | 0.067% | |
| 4/27/2026 | PFG Investments LLC | 1,533 | $222K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | Baer Investment Advisory LLC | 21,420 | $3.10M | 0.4% | N/A | 0.047% | |
| 4/27/2026 | World Investment Advisors | 18,131 | $2.62M | 0.0% | -7.2% | 0.040% | |
| 4/27/2026 | Private Advisor Group LLC | 35,932 | $5.20M | 0.0% | -2.5% | 0.080% | |
| 4/25/2026 | Patten Group Inc. | 7,523 | $1.09M | 0.2% | +27.0% | 0.017% | |
| 4/25/2026 | Keybank National Association OH | 94,318 | $13.65M | 0.0% | -1.4% | 0.209% | |
| 4/25/2026 | Stevens Capital Partners | 22,193 | $3.21M | 0.8% | +11.1% | 0.049% | |
| 4/24/2026 | Root Financial Partners LLC | 352 | $51K | 0.0% | -20.2% | 0.001% | |
| 4/24/2026 | Prospect Financial Services LLC | 6,027 | $872K | 0.5% | -13.9% | 0.013% | |
| 4/24/2026 | Newton One Investments LLC | 11,614 | $1.68M | 0.5% | -79.5% | 0.026% | |
| 4/24/2026 | Bestgate Wealth Advisors LLC | 2,635 | $381K | 0.7% | -7.1% | 0.006% | |
| 4/23/2026 | Simmons Bank | 4,224 | $611K | 0.0% | -20.6% | 0.009% | |
| 4/23/2026 | Tred Avon Family Wealth LLC | 3,118 | $451K | 0.1% | +62.0% | 0.007% | |
| 4/23/2026 | Apollon Wealth Management LLC | 4,712 | $682K | 0.0% | -3.6% | 0.010% | |
| 4/23/2026 | Vicus Capital | 9,505 | $1.38M | 0.1% | -20.8% | 0.021% | |
| 4/22/2026 | Ifrah Financial Services Inc. | 52,791 | $7.64M | 2.0% | -0.2% | 0.117% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 29,895 | $4.33M | 0.0% | +0.8% | 0.066% | |
| 4/22/2026 | BKM Wealth Management LLC | 23,244 | $3.36M | 1.2% | +2.3% | 0.052% | |
| 4/22/2026 | Creative Capital Management Investments LLC | 273 | $40K | 0.0% | -27.6% | 0.001% | |
| 4/22/2026 | Meridian Financial Advisors LLC | 3,999 | $579K | 0.3% | +3.1% | 0.009% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 2,669 | $386K | 0.1% | +38.5% | 0.006% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 2,850 | $412K | 0.0% | +50.6% | 0.006% | |
| 4/21/2026 | Falcon Wealth Planning | 178,532 | $25.84M | 1.8% | +6.2% | 0.397% | |
| 4/21/2026 | Cottage Street Advisors LLC | 42,661 | $6.17M | 2.7% | -3.6% | 0.095% | |
| 4/20/2026 | Christensen King & Associates Investment Services Inc. | 5,659 | $819K | 0.4% | -10.9% | 0.013% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 146,265 | $21.17M | 0.3% | +5.7% | 0.325% | |
| 4/20/2026 | Ritholtz Wealth Management | 1,685 | $244K | 0.0% | N/A | 0.004% | |
| 4/20/2026 | Greenup Street Wealth Management LLC | 20,201 | $2.92M | 0.4% | -2.3% | 0.045% | |
| 4/20/2026 | Blue Trust Inc. | 1,870 | $271K | 0.0% | +18.5% | 0.004% | |
| 4/18/2026 | Richards Merrill & Peterson Inc. | 5,465 | $791K | 0.3% | -11.1% | 0.012% | |
| 4/18/2026 | Vermillion Wealth Management Inc. | 360 | $52K | 0.0% | N/A | 0.001% | |
| 4/17/2026 | Krilogy Financial LLC | 3,943 | $615K | 0.0% | -3.3% | 0.009% | |
| 4/17/2026 | Financial Management Network Inc. | 6,215 | $957K | 0.1% | -1.7% | 0.014% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 68,159 | $9.86M | 1.1% | -0.5% | 0.151% | |
| 4/17/2026 | Brookstone Capital Management | 8,877 | $1.29M | 0.0% | -1.0% | 0.020% | |
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| 4/17/2026 | Everstar Asset Management LLC | 3,525 | $510K | 0.3% | -4.1% | 0.008% | |
| 4/17/2026 | First Merchants Corp | 12,713 | $1.84M | 0.1% | -13.8% | 0.028% | |
| 4/16/2026 | Ironwood Wealth Management LLC. | 11,932 | $1.73M | 0.5% | -2.1% | 0.026% | |
| 4/16/2026 | Quotient Wealth Partners LLC | 19,207 | $2.78M | 0.1% | -4.1% | 0.043% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 10,074 | $1.46M | 0.1% | -10.3% | 0.022% | |
| 3/17/2026 | John A. Wolfe & Associates Inc. | 20,665 | $2.92M | 1.2% | N/A | 0.047% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 131,675 | $18.59M | 0.0% | -27.1% | 0.297% | |
| 3/13/2026 | World Investment Advisors | 19,536 | $2.76M | 0.0% | +13.7% | 0.044% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 588 | $83K | 0.1% | N/A | 0.001% | |
| 3/9/2026 | Corient Private Wealth LLC | 123,867 | $17.49M | 0.0% | +153.4% | 0.280% | |
