| 10/13/2026 | Compass Financial Group INC SD | 182,164 | $17.20M | 1.9% | -12.6% | 0.195% | |
| 10/13/2026 | Madson Wealth Advisors Inc | 94,477 | $8.92M | 6.3% | -1.9% | 0.101% | |
| 10/13/2026 | NorthCrest Asset Manangement LLC | 2,596 | $244K | 0.0% | +13.7% | 0.003% | |
| 10/10/2026 | RTD Financial Advisors Inc. | 106,542 | $10.06M | 1.1% | -0.4% | 0.114% | |
| 10/10/2026 | Tilia Fiduciary Partners Inc. | 106,532 | $10.06M | 4.9% | -10.7% | 0.114% | |
| 10/10/2026 | Friday Financial | 4,202 | $394K | 0.1% | +12.0% | 0.004% | |
| 10/9/2026 | Stokes Capital Advisors LLC | 5,098 | $481K | 0.1% | +115.3% | 0.005% | |
| 10/9/2026 | GK Wealth Management LLC | 980 | $93K | 0.1% | N/A | 0.001% | |
| 10/9/2026 | Avaii Wealth Management LLC | 6,935 | $656K | 0.2% | -3.1% | 0.007% | |
| 10/9/2026 | Wedmont Private Capital | 108,634 | $10.20M | 0.2% | -4.6% | 0.116% | |
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| 10/9/2026 | LifeGoal Investments LLC | 33,711 | $3.18M | 1.0% | +6.5% | 0.036% | |
| 10/8/2026 | Farther Finance Advisors LLC | 23,492 | $2.22M | 0.0% | +7.0% | 0.025% | |
| 10/8/2026 | Sapient Capital LLC | 3,131 | $296K | 0.0% | +9.1% | 0.003% | |
| 10/8/2026 | CoreCap Advisors LLC | 3,633 | $343K | 0.0% | +6.7% | 0.004% | |
| 10/8/2026 | Apella Capital LLC | 70,640 | $6.62M | 0.1% | -3.4% | 0.076% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 22,069 | $2.08M | 0.1% | -44.8% | 0.024% | |
| 10/8/2026 | Kaydan Wealth Management Inc. | 7,789 | $735K | 0.3% | +2.5% | 0.008% | |
| 10/7/2026 | Canandaigua National Bank & Trust Co. | 14,671 | $1.39M | 0.1% | N/A | 0.016% | |
| 10/7/2026 | Asempa Wealth Advisors | 4,171 | $391K | 0.3% | -38.0% | 0.004% | |
| 10/5/2026 | Eastern Bank | 186,845 | $17.64M | 0.3% | -1.7% | 0.200% | |
| 10/5/2026 | Collective Family Office LLC | 106,142 | $10.02M | 2.1% | +2.3% | 0.114% | |
| 10/1/2026 | Montecito Bank & Trust | 87,035 | $8.22M | 1.3% | N/A | 0.093% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 826,631 | $77.19M | 0.0% | +2.9% | 0.884% | |
| 9/9/2026 | Cahill Financial Advisors Inc. | 36,416 | $3.40M | 0.3% | +0.8% | 0.039% | |
| 9/9/2026 | MCF Advisors LLC | 55,829 | $5.21M | 0.2% | +0.3% | 0.060% | |
| 9/9/2026 | Capital Advantage Inc. | 431,472 | $40.29M | 4.9% | -1.0% | 0.462% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 58,682 | $5.48M | 0.0% | +57.1% | 0.063% | |
| 9/9/2026 | NewEdge Advisors LLC | 366,196 | $34.20M | 0.1% | +0.1% | 0.392% | |
| 9/9/2026 | IFP Advisors Inc | 3,710 | $346K | 0.0% | +10.2% | 0.004% | |
| 9/9/2026 | Roble Belko & Company Inc | 2,903 | $271K | 0.0% | -3.9% | 0.003% | |
| 9/9/2026 | Squarepoint Ops LLC | 3,953 | $369K | 0.0% | N/A | 0.004% | |
| 9/9/2026 | Baird Financial Group Inc. | 183,119 | $17.10M | 0.0% | -1.7% | 0.196% | |
| 9/9/2026 | Beacon Investment Advisory Services Inc. | 3,440 | $321K | 0.0% | +3.6% | 0.004% | |
| 9/8/2026 | Allworth Financial LP | 77,310 | $7.22M | 0.0% | -4.9% | 0.083% | |
| 9/8/2026 | Waverly Advisors LLC | 34,324 | $3.21M | 0.0% | -4.1% | 0.037% | |
| 9/8/2026 | Murphy Pohlad Asset Management LLC | 4,043 | $378K | 0.1% | +4.8% | 0.004% | |
| 8/27/2026 | Corient Private Wealth LP | 21,564 | $2.01M | 0.0% | -76.8% | 0.023% | |
| 8/25/2026 | Tobias Financial Advisors Inc. | 39,684 | $3.71M | 0.5% | -5.7% | 0.043% | |
| 8/23/2026 | Studio Investment Management LLC | 59,718 | $5.58M | 0.9% | -4.5% | 0.064% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 39,844 | $3.72M | 0.1% | N/A | 0.043% | |
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| 8/23/2026 | Wedmont Private Capital | 113,919 | $10.82M | 0.3% | -10.8% | 0.122% | |
| 8/23/2026 | HB Wealth Management LLC | 38,924 | $3.64M | 0.0% | +7.9% | 0.042% | |
| 8/23/2026 | Kaydan Wealth Management Inc. | 7,597 | $709K | 0.2% | +6.7% | 0.008% | |
| 8/22/2026 | Turner Financial Group Inc. | 7,636 | $713K | 0.7% | N/A | 0.008% | |
| 8/22/2026 | Strive Financial Group LLC | 803 | $75K | 0.0% | +147.1% | 0.001% | |
| 8/22/2026 | Cornerstone Advisors Asset Management LLC | 77,161 | $7.21M | 0.9% | +0.5% | 0.083% | |
| 8/22/2026 | Sapient Capital LLC | 2,870 | $268K | 0.0% | N/A | 0.003% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 4,905 | $459K | 0.0% | -8.5% | 0.005% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 9,778 | $913K | 0.0% | +254.4% | 0.010% | |
| 8/21/2026 | High Net Worth Advisory Group LLC | 60,181 | $5.62M | 1.2% | +1.7% | 0.064% | |
| 8/21/2026 | Andina Capital Management LLC | 2,718 | $254K | 0.4% | -31.3% | 0.003% | |
| 8/21/2026 | Round Rock Advisors LLC | 10,109 | $944K | 0.1% | -1.4% | 0.011% | |
| 8/21/2026 | InTrack Investment Management Inc | 5,690 | $531K | 0.3% | -69.0% | 0.006% | |
| 8/21/2026 | Coppell Advisory Solutions LLC | 4,564 | $426K | 0.1% | N/A | 0.005% | |
| 8/13/2026 | Capital Square LLC | 12,467 | $1.18M | 0.5% | N/A | 0.013% | |
| 7/10/2026 | Insight Wealth Strategies LLC | 5,523 | $517K | 0.1% | -2.1% | 0.006% | |
| 7/10/2026 | Dagco Inc. | 125,877 | $11.75M | 2.2% | -9.9% | 0.135% | |
| 7/10/2026 | William Mack & Associates Inc. | 3,150 | $294K | 0.1% | N/A | 0.003% | |
| 7/10/2026 | Farrell Financial LLC | 2,272 | $212K | 0.1% | N/A | 0.002% | |
| 7/10/2026 | Warner Financial Inc. | 12,568 | $1.17M | 0.3% | +3.2% | 0.013% | |
| 7/9/2026 | Centurion Wealth Management LLC | 23,027 | $2.15M | 0.5% | -16.9% | 0.025% | |
| 7/9/2026 | Barry Investment Advisors LLC | 17,763 | $1.66M | 0.3% | -20.4% | 0.019% | |
| 7/9/2026 | Sapient Capital LLC | 2,870 | $268K | 0.0% | N/A | 0.003% | |
| 7/9/2026 | Professional Financial Advisors LLC | 26,407 | $2.47M | 0.4% | +13.9% | 0.028% | |
| 7/9/2026 | Breakwater Capital Group | 28,908 | $2.70M | 0.3% | +1.8% | 0.031% | |
| 7/9/2026 | Affinity Capital Advisors LLC | 6,155 | $588K | 0.1% | -8.0% | 0.007% | |
| 7/8/2026 | Beacon Investment Advisory Services Inc. | 3,440 | $321K | 0.0% | +3.6% | 0.004% | |
| 7/8/2026 | LifeGoal Investments LLC | 31,654 | $2.96M | 1.4% | +17.9% | 0.034% | |
| 7/8/2026 | Apella Capital LLC | 73,105 | $6.97M | 0.1% | -1.7% | 0.078% | |
| 7/8/2026 | Clark Asset Management LLC | 2,469 | $231K | 0.0% | -9.9% | 0.003% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 79,453 | $7.42M | 0.7% | +11.6% | 0.085% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 23,952 | $2.24M | 0.1% | +6.8% | 0.026% | |
| 7/7/2026 | Martin Capital Partners LLC | 3,058 | $286K | 0.1% | -6.3% | 0.003% | |
| 7/7/2026 | Canandaigua National Bank & Trust Co. | 15,139 | $1.41M | 0.1% | N/A | 0.016% | |
| 7/7/2026 | CoreCap Advisors LLC | 3,406 | $318K | 0.0% | +16.9% | 0.004% | |
| 7/7/2026 | Howard Financial Services LTD. | 197,383 | $18.43M | 1.8% | +5.8% | 0.211% | |
| 7/2/2026 | Collective Family Office LLC | 103,750 | $9.69M | 2.0% | +8.1% | 0.109% | |
| 7/1/2026 | Eastern Bank | 189,602 | $17.71M | 0.3% | -10.6% | 0.199% | |
| 6/11/2026 | Three Bearings Fiduciary Advisors Inc. | 913 | $81K | 0.1% | -10.8% | 0.001% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 40,890 | $3.62M | 0.2% | -1.2% | 0.043% | |
| 6/3/2026 | CoreFirst Bank & Trust | 21,025 | $1.86M | 1.0% | +8.6% | 0.022% | |
| 6/3/2026 | Parallel Advisors LLC | 65,906 | $5.83M | 0.1% | -1.1% | 0.069% | |
| 6/3/2026 | NewEdge Advisors LLC | 365,775 | $32.36M | 0.1% | +2.3% | 0.384% | |
| 5/28/2026 | Cozad Asset Management Inc. | 6,487 | $574K | 0.0% | -2.0% | 0.007% | |
| 5/22/2026 | WNY Asset Management LLC | 18,007 | $1.59M | 0.2% | N/A | 0.019% | |
| 5/20/2026 | J. Mark Nickell & Co. | 52,592 | $4.65M | 4.2% | +6.3% | 0.055% | |
| 5/19/2026 | Western Wealth Management LLC | 1,013 | $90K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Bank of America Corp DE | 3,296,753 | $291.63M | 0.0% | -4.8% | 3.462% | |
| 5/19/2026 | Arkadios Wealth Advisors | 18,971 | $1.68M | 0.0% | -21.8% | 0.020% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 61,306 | $5.42M | 0.2% | +12.5% | 0.064% | |
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| 5/18/2026 | Royal Bank of Canada | 687,632 | $60.83M | 0.0% | +2.3% | 0.722% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 2,853 | $252K | 0.1% | N/A | 0.003% | |
| 5/16/2026 | Quantinno Capital Management LP | 38,483 | $3.40M | 0.0% | +227.7% | 0.040% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 10,794 | $955K | 0.0% | +71.7% | 0.011% | |
| 5/15/2026 | FreeGulliver LLC | 67,700 | $5.99M | 2.5% | -56.2% | 0.071% | |
| 5/15/2026 | Waverly Advisors LLC | 35,801 | $3.17M | 0.0% | -12.8% | 0.038% | |
| 5/14/2026 | Compound Planning Inc. | 14,375 | $1.27M | 0.0% | -11.6% | 0.015% | |
| 5/14/2026 | Modern Wealth Management LLC | 45,492 | $4.08M | 0.1% | -7.6% | 0.048% | |
| 5/14/2026 | American Financial Advisors LLC | 453,226 | $40.09M | 5.3% | -0.7% | 0.476% | |
| 5/14/2026 | Lido Advisors LLC | 2,451 | $217K | 0.0% | -15.7% | 0.003% | |