| 7/2/2026 | Collective Family Office LLC | 9,193 | $1.01M | 0.2% | -4.2% | 0.004% | |
| 6/22/2026 | Sapient Capital LLC | 96,529 | $9.87M | 0.1% | +0.3% | 0.041% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 281 | $29K | 0.0% | N/A | 0.000% | |
| 6/3/2026 | Wealthquest Corp | 12,718 | $1.30M | 0.1% | -1.0% | 0.005% | |
| 6/3/2026 | Parallel Advisors LLC | 4,602 | $471K | 0.0% | -5.3% | 0.002% | |
| 6/3/2026 | NewEdge Advisors LLC | 130,212 | $13.31M | 0.0% | +5.6% | 0.055% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 1,956 | $216K | 0.0% | N/A | 0.001% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 2,025 | $207K | 0.0% | N/A | 0.001% | |
| 5/29/2026 | Asset Dedication LLC | 3,581 | $366K | 0.0% | +18.2% | 0.002% | |
| 5/26/2026 | Glenmede Trust Co. NA | 24,626 | $2.52M | 0.0% | -1.4% | 0.010% | |
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| 5/22/2026 | Verus Capital Partners LLC | 11,166 | $1.14M | 0.1% | -25.7% | 0.005% | |
| 5/20/2026 | TrueWealth Financial Partners | 5,659 | $579K | 0.2% | N/A | 0.002% | |
| 5/19/2026 | Western Wealth Management LLC | 21,026 | $2.15M | 0.1% | +1.9% | 0.009% | |
| 5/19/2026 | McIlrath & Eck LLC | 4,419 | $452K | 0.0% | +64.7% | 0.002% | |
| 5/19/2026 | Eley Financial Management Inc | 51,500 | $5.27M | 1.8% | +1.6% | 0.022% | |
| 5/19/2026 | Bank of America Corp DE | 83,374,722 | $8.53B | 0.6% | 0.0% | 35.224% | |
| 5/19/2026 | Centaurus Financial Inc. | 71,183 | $7.28M | 0.3% | -57.2% | 0.030% | |
| 5/19/2026 | Arkadios Wealth Advisors | 57,409 | $5.87M | 0.1% | +13.5% | 0.024% | |
| 5/19/2026 | IFS Group LLC | 14,011 | $1.43M | 1.3% | N/A | 0.006% | |
| 5/18/2026 | Sunbelt Securities Inc. | 34,543 | $3.53M | 0.2% | -7.7% | 0.015% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,809 | $185K | 0.0% | -15.9% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 1,508,476 | $154.24M | 0.0% | +2.0% | 0.637% | |
| 5/18/2026 | Eley Financial Management Inc | 50,173 | $5.13M | 1.8% | -1.0% | 0.021% | |
| 5/18/2026 | Empowered Funds LLC | 12,513 | $1.28M | 0.0% | -7.3% | 0.005% | |
| 5/16/2026 | Quantinno Capital Management LP | 13,743 | $1.41M | 0.0% | +15.7% | 0.006% | |
| 5/16/2026 | Family Manage LLC | 30,957 | $3.17M | 0.4% | +1.6% | 0.013% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,921 | $708K | 0.0% | N/A | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 13,065 | $1.34M | 0.0% | -3.8% | 0.006% | |
| 5/15/2026 | Asset Management Group Inc. | 43,480 | $4.45M | 0.7% | -8.7% | 0.018% | |
| 5/15/2026 | Wealth Alliance LLC | 3,663 | $375K | 0.0% | -4.2% | 0.002% | |
| 5/14/2026 | Renaissance Technologies LLC | 28,600 | $2.92M | 0.0% | -40.0% | 0.012% | |
| 5/14/2026 | Hilltop Holdings Inc. | 3,165 | $324K | 0.0% | +12.5% | 0.001% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 11,876 | $1.21M | 0.1% | N/A | 0.005% | |
| 5/14/2026 | Modern Wealth Management LLC | 39,526 | $4.05M | 0.1% | -6.1% | 0.017% | |
| 5/14/2026 | Liberty One Investment Management LLC | 16,902 | $1.73M | 0.2% | +1,345.9% | 0.007% | |
| 5/13/2026 | Cetera Investment Advisers | 710,815 | $72.68M | 0.1% | -4.4% | 0.300% | |
| 5/13/2026 | NewEdge Wealth LLC | 21,375 | $2.19M | 0.0% | +4.9% | 0.009% | |
| 5/13/2026 | First Trust Advisors LP | 2,418 | $247K | 0.0% | +7.0% | 0.001% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,437,925 | $147.03M | 0.1% | +18.0% | 0.607% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 7,533 | $770K | 0.2% | -21.5% | 0.003% | |
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| 5/8/2026 | Cassaday & Co Wealth Management LLC | 2,846 | $291K | 0.0% | N/A | 0.001% | |
| 5/8/2026 | Alpha Zero LLC | 83,264 | $8.51M | 4.3% | +2.0% | 0.035% | |
| 5/7/2026 | Carl P. Sherr & Co. LLC | 136,427 | $13.95M | 6.6% | -0.4% | 0.058% | |
| 5/7/2026 | Scarborough Advisors LLC | 1,995 | $204K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Parallel Advisors LLC | 4,602 | $471K | 0.0% | -5.3% | 0.002% | |
| 5/7/2026 | Next Capital Management LLC | 19,560 | $2M | 0.6% | -4.0% | 0.008% | |
| 5/7/2026 | Regimen Wealth LLC | 6,129 | $627K | 0.2% | -8.9% | 0.003% | |
| 5/7/2026 | Windward Private Wealth Management Inc. | 38,460 | $3.93M | 1.4% | -1.0% | 0.016% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 162,440 | $16.61M | 1.6% | -0.5% | 0.069% | |
| 5/6/2026 | Modera Wealth Management LLC | 1,187,481 | $121.42M | 1.5% | -0.5% | 0.502% | |
| 5/6/2026 | Assetmark Inc. | 2,843 | $291K | 0.0% | -6.2% | 0.001% | |
| 5/6/2026 | Angeles Wealth Management LLC | 1,165 | $119K | 0.0% | -45.8% | 0.000% | |
| 5/6/2026 | Bessemer Group Inc. | 11,523 | $1.18M | 0.0% | +52.7% | 0.005% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 525,572 | $53.74M | 0.1% | -3.3% | 0.222% | |
| 5/6/2026 | One Day In July LLC | 13,495 | $1.38M | 0.1% | +10.1% | 0.006% | |
| 5/6/2026 | Independent Financial Group LLC | 7,983 | $816K | 0.0% | N/A | 0.003% | |
| 5/5/2026 | Bank of New York Mellon Corp | 5,568 | $569K | 0.0% | +65.2% | 0.002% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 1,993 | $204K | 0.1% | -8.1% | 0.001% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 37,444 | $3.83M | 0.1% | +54.0% | 0.016% | |
| 5/5/2026 | Sanctuary Advisors LLC | 226,681 | $23.18M | 0.1% | +4.5% | 0.096% | |
| 5/5/2026 | Sigma Planning Corp | 100,840 | $10.31M | 0.3% | -7.3% | 0.043% | |
| 5/5/2026 | First National Bank of Hutchinson | 3,026 | $309K | 0.2% | -17.8% | 0.001% | |
| 5/5/2026 | Nwam LLC | 10,831 | $1.11M | 0.1% | -7.4% | 0.005% | |
| 5/4/2026 | Calamos Advisors LLC | 2,013 | $206K | 0.0% | N/A | 0.001% | |
| 5/4/2026 | Lutz Financial Services LLC | 111,571 | $11.41M | 0.8% | -0.7% | 0.047% | |
| 5/4/2026 | Bleakley Financial Group LLC | 11,558 | $1.18M | 0.0% | +10.1% | 0.005% | |
| 5/4/2026 | Archer Investment Corp | 1,463 | $150K | 0.0% | +1,089.4% | 0.001% | |
| 5/4/2026 | NWF Advisory Services Inc. | 18,560 | $1.90M | 0.2% | +9.4% | 0.008% | |
| 5/4/2026 | Nadler Financial Group Inc. | 453,426 | $46.36M | 4.5% | -1.1% | 0.192% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 1,899 | $203K | 0.0% | N/A | 0.001% | |
| 5/4/2026 | Abound Financial LLC | 650 | $66K | 0.0% | -19.4% | 0.000% | |
| 5/2/2026 | Global Assets Advisory LLC | 25,452 | $2.60M | 0.6% | +554.6% | 0.011% | |
| 5/2/2026 | Anchor Investment Management LLC | 938 | $96K | 0.0% | -18.2% | 0.000% | |
| 5/2/2026 | Diversify Wealth Management LLC | 22,613 | $2.42M | 0.0% | +193.9% | 0.010% | |
| 5/2/2026 | Valmark Advisers Inc. | 67,597 | $6.91M | 0.1% | -4.1% | 0.029% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 53,232 | $5.44M | 0.6% | -1.8% | 0.023% | |
| 5/1/2026 | Fifth Third Bancorp | 53,792 | $5.50M | 0.0% | +1,365.7% | 0.023% | |
| 5/1/2026 | Sovran Advisors LLC | 3,413 | $370K | 0.0% | +19.7% | 0.001% | |
| 5/1/2026 | American Trust | 3,441 | $352K | 0.0% | -17.4% | 0.001% | |
| 5/1/2026 | Sachetta LLC | 7,157 | $732K | 0.4% | +5.8% | 0.003% | |
| 5/1/2026 | Darwin Wealth Management LLC | 470 | $48K | 0.0% | N/A | 0.000% | |
| 5/1/2026 | Simplicity Wealth LLC | 5,722 | $585K | 0.0% | +9.2% | 0.002% | |
| 5/1/2026 | Petix & Botte Co | 144,214 | $14.75M | 3.3% | -5.4% | 0.061% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 695,650 | $71.13M | 0.4% | +0.1% | 0.294% | |
| 5/1/2026 | Beirne Wealth Consulting Services LLC | 8,251 | $844K | 0.2% | +3.7% | 0.003% | |
| 4/30/2026 | Robinson Smith Wealth Advisors LLC | 28,340 | $2.90M | 2.0% | -64.9% | 0.012% | |
| 4/30/2026 | SkyOak Wealth LLC | 200,476 | $20.50M | 3.8% | -0.3% | 0.085% | |
| 4/30/2026 | Kestra Advisory Services LLC | 206,404 | $21.11M | 0.1% | +22.3% | 0.087% | |
| 4/30/2026 | Beam Wealth Advisors Inc. | 60,870 | $6.22M | 1.5% | -1.3% | 0.026% | |
| 4/29/2026 | Richmond Investment Services LLC | 11,691 | $1.20M | 0.2% | +25.6% | 0.005% | |
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| 4/29/2026 | Montag A & Associates Inc. | 21,362 | $2.18M | 0.1% | -20.7% | 0.009% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 145,694 | $14.90M | 1.5% | +0.3% | 0.062% | |
| 4/29/2026 | Integrated Advisors Network LLC | 36,602 | $3.74M | 0.2% | -79.6% | 0.015% | |
| 4/29/2026 | Canvas Wealth Advisors LLC | 76,631 | $7.84M | 1.3% | +2.9% | 0.032% | |
| 4/28/2026 | DGS Capital Management LLC | 6,992 | $715K | 0.1% | +1.5% | 0.003% | |
| 4/28/2026 | Carlton Hofferkamp & Jenks Wealth Management LLC | 15,610 | $1.67M | 0.5% | -3.8% | 0.007% | |
| 4/28/2026 | Ascentis Independent Advisors | 13,895 | $1.42M | 0.1% | +2.0% | 0.006% | |
| 4/28/2026 | Stephens Inc. AR | 3,916 | $400K | 0.0% | -3.0% | 0.002% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 2,022 | $207K | 0.1% | N/A | 0.001% | |
| 4/28/2026 | Howe & Rusling Inc. | 358,791 | $36.69M | 2.4% | +2.7% | 0.152% | |