| 7/9/2026 | Ehrlich Financial Group | 42,892 | $4.73M | 2.4% | +120.6% | 0.023% | |
| 7/8/2026 | Baring Financial LLC | 48,919 | $5.40M | 3.0% | -0.5% | 0.026% | |
| 7/8/2026 | First Heartland Consultants Inc. | 2,376 | $262K | 0.0% | N/A | 0.001% | |
| 7/8/2026 | Kwmg LLC | 131,947 | $14.56M | 1.1% | +5.0% | 0.069% | |
| 7/8/2026 | Professional Advisory Services Inc. | 12,680 | $1.40M | 0.2% | -46.6% | 0.007% | |
| 7/8/2026 | Finley Financial LLC | 3,150 | $348K | 0.1% | -40.5% | 0.002% | |
| 7/8/2026 | NerdWallet Wealth Partners LLC | 141,289 | $15.59M | 5.4% | +11.0% | 0.075% | |
| 7/8/2026 | Apella Capital LLC | 3,321 | $366K | 0.0% | -14.8% | 0.002% | |
| 7/8/2026 | 55 North Private Wealth LLC | 2,263 | $250K | 0.0% | -43.3% | 0.001% | |
| 7/7/2026 | Fermata Advisors LLC | 25,142 | $2.77M | 0.6% | -2.9% | 0.013% | |
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| 7/7/2026 | Foster Group Inc. | 6,139 | $677K | 0.0% | +3.0% | 0.003% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 7,092 | $783K | 0.0% | +3.7% | 0.004% | |
| 7/7/2026 | Mader & Shannon Wealth Management Inc. | 76,742 | $8.47M | 4.0% | -0.7% | 0.041% | |
| 7/7/2026 | Sandy Cove Advisors LLC | 7,871 | $869K | 0.2% | +22.6% | 0.004% | |
| 7/7/2026 | CoreCap Advisors LLC | 26,517 | $2.93M | 0.1% | -10.7% | 0.014% | |
| 7/7/2026 | Pathway Financial Advisors LLC | 11,220 | $1.24M | 0.1% | -1.6% | 0.006% | |
| 7/6/2026 | Stableford Capital II LLC | 164,909 | $18.20M | 6.3% | +81.9% | 0.087% | |
| 7/6/2026 | Private Client Services LLC | 2,203 | $243K | 0.1% | -16.1% | 0.001% | |
| 7/6/2026 | RDA Financial Network | 2,724 | $301K | 0.1% | -7.7% | 0.001% | |
| 7/6/2026 | Trilogy Capital Inc. | 32,110 | $3.54M | 0.1% | -10.2% | 0.017% | |
| 7/1/2026 | Noble Wealth Management PBC | 1,324 | $146K | 0.1% | +184.7% | 0.001% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 2,950 | $325K | 0.3% | N/A | 0.002% | |
| 6/3/2026 | Parallel Advisors LLC | 35,420 | $3.91M | 0.1% | -13.1% | 0.019% | |
| 6/3/2026 | NewEdge Advisors LLC | 145,787 | $16.09M | 0.1% | +1.6% | 0.078% | |
| 6/1/2026 | Keel Point LLC | 8,487 | $937K | 0.1% | -27.7% | 0.005% | |
| 5/28/2026 | Maripau Wealth Management LLC | 1,879 | $207K | 0.1% | N/A | 0.001% | |
| 5/20/2026 | Cadia Private Client LLC | 38,604 | $4.26M | 3.5% | -0.7% | 0.021% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 90,540 | $10.00M | 0.6% | -8.2% | 0.048% | |
| 5/20/2026 | Norris Financial Group LLC | 179,196 | $19.78M | 6.5% | N/A | 0.096% | |
| 5/19/2026 | Western Wealth Management LLC | 24,092 | $2.66M | 0.1% | +415.8% | 0.013% | |
| 5/19/2026 | Silicon Valley Capital Partners | 128,263 | $14.16M | 1.4% | -2.8% | 0.068% | |
| 5/19/2026 | Bank of America Corp DE | 2,998,060 | $330.96M | 0.0% | -3.4% | 1.601% | |
| 5/19/2026 | Alexander Labrunerie & CO. Inc. | 50,864 | $5.62M | 2.1% | -2.0% | 0.027% | |
| 5/19/2026 | Chesapeake Wealth Management | 5,164 | $570K | 0.2% | N/A | 0.003% | |
| 5/19/2026 | Centaurus Financial Inc. | 16,343 | $1.80M | 0.1% | +22.5% | 0.009% | |
| 5/19/2026 | Arkadios Wealth Advisors | 11,802 | $1.30M | 0.0% | +28.5% | 0.006% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 90,540 | $10.00M | 0.7% | -8.2% | 0.048% | |
| 5/18/2026 | Gould Capital LLC | 1,359 | $150K | 0.1% | -95.9% | 0.001% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 7,417 | $819K | 0.2% | -14.4% | 0.004% | |
| 5/18/2026 | Royal Bank of Canada | 1,369,661 | $151.20M | 0.0% | +53.4% | 0.731% | |
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| 5/18/2026 | Estate Counselors LLC | 13,700 | $1.51M | 0.1% | -80.8% | 0.007% | |
| 5/16/2026 | Quantinno Capital Management LP | 4,352 | $480K | 0.0% | N/A | 0.002% | |
| 5/16/2026 | Jessup Wealth Management Inc | 5,223 | $577K | 0.2% | +6.7% | 0.003% | |
| 5/16/2026 | Family Manage LLC | 310,017 | $34.22M | 4.1% | +3.0% | 0.166% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,425 | $709K | 0.0% | N/A | 0.003% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 4,464 | $493K | 0.1% | N/A | 0.002% | |
| 5/15/2026 | Waverly Advisors LLC | 17,325 | $1.91M | 0.0% | +160.8% | 0.009% | |
| 5/15/2026 | Wealth Alliance LLC | 62,582 | $6.91M | 0.7% | +44.7% | 0.033% | |
| 5/14/2026 | Hilltop Holdings Inc. | 58,765 | $6.49M | 0.6% | +134.8% | 0.031% | |
| 5/14/2026 | Compound Planning Inc. | 20,316 | $2.24M | 0.1% | -4.2% | 0.011% | |
| 5/14/2026 | Modern Wealth Management LLC | 264,260 | $29.09M | 0.5% | -4.7% | 0.141% | |
| 5/14/2026 | Keebeck Wealth Management | 8,008 | $884K | 0.1% | -70.7% | 0.004% | |
| 5/14/2026 | Bank of Nova Scotia | 366,024 | $40.41M | 0.1% | -7.8% | 0.195% | |
| 5/14/2026 | Lido Advisors LLC | 52,175 | $5.76M | 0.0% | +12.6% | 0.028% | |
| 5/13/2026 | Cetera Investment Advisers | 562,738 | $62.12M | 0.1% | -26.2% | 0.300% | |
| 5/13/2026 | Wealthspire Retirement LLC | 1,034,731 | $114.22M | 6.8% | -26.9% | 0.553% | |
| 5/13/2026 | American Investment Services Inc. | 51,075 | $5.64M | 1.3% | +1.9% | 0.027% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 2,875 | $317K | 0.0% | -31.5% | 0.002% | |
| 5/12/2026 | First Wilshire Securities Management Inc. | 8,282 | $914K | 0.2% | +55.2% | 0.004% | |
| 5/8/2026 | Burling Wealth Partners LLC | 51,027 | $5.63M | 0.9% | N/A | 0.027% | |
| 5/8/2026 | Alpha Zero LLC | 213,315 | $23.55M | 11.9% | +84.1% | 0.114% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 11,114 | $1.23M | 0.6% | +12.3% | 0.006% | |
| 5/7/2026 | Lowe Brockenbrough & Co. Inc. | 30,842 | $3.41M | 0.2% | -12.6% | 0.016% | |
| 5/7/2026 | Investment Management Associates Inc. ADV | 35,212 | $3.89M | 0.9% | +6.5% | 0.019% | |
| 5/7/2026 | Balefire LLC | 9,402 | $1.04M | 0.2% | +3.3% | 0.005% | |
| 5/7/2026 | Parallel Advisors LLC | 35,420 | $3.91M | 0.1% | -13.1% | 0.019% | |
| 5/7/2026 | Financial Discovery Group Inc. | 22,887 | $2.53M | 5.9% | N/A | 0.012% | |
| 5/7/2026 | Legacy Wealth Advisors LLC | 16,903 | $1.87M | 1.0% | -0.7% | 0.009% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 83,399 | $9.21M | 0.9% | -57.6% | 0.045% | |
| 5/6/2026 | GatePass Capital LLC | 71,235 | $7.86M | 3.7% | -7.8% | 0.038% | |
| 5/6/2026 | IMA Advisory Services Inc. | 1,123 | $124K | 0.0% | -95.1% | 0.001% | |
| 5/6/2026 | Heartland Bank & Trust Co | 32,982 | $3.64M | 0.8% | +78.3% | 0.018% | |
| 5/6/2026 | Simon Quick Advisors LLC | 179,300 | $19.79M | 0.9% | -2.5% | 0.096% | |
| 5/6/2026 | Advisortrust Partners LLC | 26,708 | $2.95M | 1.2% | +237.3% | 0.014% | |
| 5/6/2026 | Assetmark Inc. | 670,664 | $74.04M | 0.2% | -2.3% | 0.358% | |
| 5/6/2026 | Gould Asset Management LLC CA | 44,041 | $4.86M | 0.8% | +14.7% | 0.024% | |
| 5/6/2026 | AXS Investments LLC | 21,803 | $2.41M | 1.0% | +111.7% | 0.012% | |
| 5/6/2026 | Bessemer Group Inc. | 689 | $76K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | One Day In July LLC | 80,578 | $8.90M | 0.7% | -2.4% | 0.043% | |
| 5/6/2026 | Adaptive Financial Consulting LLC | 70,064 | $7.73M | 3.0% | +5.7% | 0.037% | |
| 5/6/2026 | Independent Financial Group LLC | 49,492 | $5.46M | 0.2% | N/A | 0.026% | |
| 5/5/2026 | Evergreen Advisors LLC | 390 | $43K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | Wealthfront Advisers LLC | 2,048,039 | $226.08M | 0.5% | +26.6% | 1.094% | |
| 5/5/2026 | D.A. Davidson & CO. | 57,999 | $6.40M | 0.0% | +48.9% | 0.031% | |
| 5/5/2026 | NerdWallet Wealth Partners LLC | 127,248 | $14.05M | 6.1% | -6.6% | 0.068% | |
| 5/5/2026 | Midwest Professional Planners LTD. | 155,474 | $17.16M | 4.0% | +9.7% | 0.083% | |
| 5/5/2026 | Bank of New York Mellon Corp | 4,290 | $474K | 0.0% | -52.5% | 0.002% | |
| 5/5/2026 | Robinson Value Management Ltd. | 16,363 | $1.81M | 1.0% | -52.7% | 0.009% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,560 | $172K | 0.0% | +79.9% | 0.001% | |
| 5/5/2026 | Ethos Financial Group LLC | 25,326 | $2.80M | 0.2% | +21.5% | 0.014% | |
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| 5/5/2026 | LFA Lugano Financial Advisors SA | 2,482 | $272K | 0.1% | +597.2% | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 62,722 | $6.92M | 0.0% | -11.2% | 0.033% | |
| 5/5/2026 | Sigma Planning Corp | 6,779 | $748K | 0.0% | +10.4% | 0.004% | |
| 5/5/2026 | Nwam LLC | 3,751 | $414K | 0.0% | +38.9% | 0.002% | |
| 5/4/2026 | Calamos Wealth Management LLC | 51,516 | $5.69M | 0.2% | -6.1% | 0.028% | |
| 5/4/2026 | Calamos Advisors LLC | 51,516 | $5.69M | 0.0% | N/A | 0.028% | |
| 5/4/2026 | AMG National Trust Bank | 115,953 | $12.80M | 0.3% | +25.6% | 0.062% | |
| 5/4/2026 | Archer Investment Corp | 6,464 | $714K | 0.2% | +4.9% | 0.003% | |
| 5/4/2026 | NWF Advisory Services Inc. | 7,040 | $777K | 0.1% | +123.9% | 0.004% | |
| 5/4/2026 | J. Safra Sarasin Holding AG | 3,956 | $437K | 0.0% | -91.0% | 0.002% | |