| 5/5/2026 | Bank of New York Mellon Corp | 1,027,578 | $90.90M | 0.0% | -42.1% | 1.079% | |
| 5/5/2026 | Good Harbor Advisors Inc. | 8,205 | $726K | 0.8% | +56.6% | 0.009% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 3,640 | $322K | 0.0% | -21.5% | 0.004% | |
| 5/5/2026 | Advisors Preferred LLC | 27,696 | $2.45M | 0.4% | -17.1% | 0.029% | |
| 5/5/2026 | M3 Wealth Management LLC | 4,306 | $381K | 0.3% | N/A | 0.005% | |
| 5/5/2026 | Sanctuary Advisors LLC | 42,029 | $3.72M | 0.0% | -67.1% | 0.044% | |
| 5/5/2026 | Sigma Planning Corp | 5,861 | $518K | 0.0% | +38.7% | 0.006% | |
| 5/5/2026 | Roberts Glore & Co. Inc. IL | 31,019 | $2.74M | 0.8% | +0.7% | 0.033% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 190,877 | $16.89M | 0.5% | -1.1% | 0.200% | |
| 5/4/2026 | Archer Investment Corp | 1,131 | $100K | 0.0% | +95.3% | 0.001% | |
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| 5/4/2026 | Chicago Partners Investment Group LLC | 17,246 | $1.58M | 0.0% | -25.0% | 0.018% | |
| 5/2/2026 | International Assets Investment Management LLC | 3,235 | $290K | 0.0% | -29.1% | 0.003% | |
| 5/2/2026 | Anchor Investment Management LLC | 2,592 | $229K | 0.0% | +6.2% | 0.003% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 71,203 | $6.30M | 0.7% | +27.6% | 0.075% | |
| 5/1/2026 | Castle Wealth Management LLC | 9,739 | $861K | 0.3% | -3.6% | 0.010% | |
| 5/1/2026 | Fifth Third Bancorp | 19,145 | $1.69M | 0.0% | +270.0% | 0.020% | |
| 5/1/2026 | Sovran Advisors LLC | 44,712 | $4.13M | 0.3% | +4.5% | 0.047% | |
| 5/1/2026 | EQ Wealth Advisors LLC | 42,579 | $3.77M | 2.2% | +5.2% | 0.045% | |
| 5/1/2026 | Financial Connections Group Inc. | 76,502 | $6.77M | 2.4% | -9.6% | 0.080% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 2,981 | $264K | 0.0% | -16.2% | 0.003% | |
| 5/1/2026 | OMC Financial Services LTD | 35,789 | $3.17M | 1.2% | +76.4% | 0.038% | |
| 4/30/2026 | Whipplewood Advisors LLC | 34,812 | $3.08M | 1.6% | -0.5% | 0.037% | |
| 4/30/2026 | GreatBanc Trust CO | 2,550 | $226K | 0.2% | -4.1% | 0.003% | |
| 4/30/2026 | First Horizon Corp | 1,088 | $96K | 0.0% | +86.3% | 0.001% | |
| 4/30/2026 | Kestra Advisory Services LLC | 113,269 | $10.02M | 0.0% | +5.5% | 0.119% | |
| 4/29/2026 | Nicholas Hoffman & Company LLC. | 26,189 | $2.32M | 0.1% | -0.6% | 0.027% | |
| 4/29/2026 | Navalign LLC | 258,797 | $22.89M | 5.8% | +4.6% | 0.272% | |
| 4/29/2026 | Resonant Capital Advisors LLC | 270,407 | $23.92M | 1.3% | -9.7% | 0.284% | |
| 4/29/2026 | Baxter Bros Inc. | 106,612 | $9.43M | 1.2% | +14.0% | 0.112% | |
| 4/28/2026 | Red Mountain Financial LLC | 38,375 | $3.40M | 3.2% | -1.4% | 0.040% | |
| 4/28/2026 | Kathmere Capital Management LLC | 3,715 | $329K | 0.0% | +61.7% | 0.004% | |
| 4/28/2026 | Stephens Inc. AR | 33,046 | $2.92M | 0.0% | -4.9% | 0.035% | |
| 4/28/2026 | Pine Harbor Wealth Management LLC | 9,100 | $805K | 0.2% | -26.1% | 0.010% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 32,005 | $2.83M | 0.4% | -10.3% | 0.034% | |
| 4/28/2026 | Northstar Group Inc. | 5,046 | $446K | 0.1% | -3.1% | 0.005% | |
| 4/28/2026 | Revisor Wealth Management LLC | 108,412 | $9.58M | 2.6% | -3.6% | 0.114% | |
| 4/28/2026 | CWS Financial Advisors LLC | 16,569 | $1.47M | 0.4% | -7.4% | 0.017% | |
| 4/27/2026 | Lafayette Investments Inc. | 6,257 | $554K | 0.1% | +4.1% | 0.007% | |
| 4/27/2026 | Hendershot Investments Inc. | 13,015 | $1.15M | 0.2% | +39.0% | 0.014% | |
| 4/27/2026 | HB Wealth Management LLC | 36,070 | $3.19M | 0.0% | -7.6% | 0.038% | |
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| 4/27/2026 | Baer Investment Advisory LLC | 4,503 | $398K | 0.0% | N/A | 0.005% | |
| 4/27/2026 | World Investment Advisors | 7,106 | $629K | 0.0% | -8.2% | 0.007% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 30,891 | $2.73M | 0.3% | -3.6% | 0.032% | |
| 4/27/2026 | Private Advisor Group LLC | 184,951 | $16.36M | 0.1% | +0.9% | 0.194% | |
| 4/25/2026 | Patten Group Inc. | 12,638 | $1.12M | 0.2% | -1.3% | 0.013% | |
| 4/24/2026 | Root Financial Partners LLC | 3,597 | $318K | 0.0% | -6.7% | 0.004% | |
| 4/24/2026 | Essex Financial Services Inc. | 21,193 | $1.88M | 0.1% | +1.1% | 0.022% | |
| 4/24/2026 | DeLarme Wealth Management Inc. | 14,217 | $1.26M | 0.8% | +3.4% | 0.015% | |
| 4/24/2026 | Bestgate Wealth Advisors LLC | 3,667 | $324K | 0.6% | -6.9% | 0.004% | |
| 4/24/2026 | Family Investment Center Inc. | 34,354 | $3.04M | 0.6% | +0.5% | 0.036% | |
| 4/24/2026 | Columbia Advisory Partners LLC | 5,972 | $528K | 0.3% | +31.5% | 0.006% | |
| 4/23/2026 | Kohmann Bosshard Financial Services LLC | 114,177 | $10.11M | 0.9% | +2.2% | 0.120% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 2,910 | $257K | 0.0% | -15.1% | 0.003% | |
| 4/23/2026 | Barry Investment Advisors LLC | 22,318 | $1.97M | 0.4% | -12.1% | 0.023% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 3,007 | $266K | 0.1% | +59.4% | 0.003% | |
| 4/23/2026 | Formidable Asset Management LLC | 13,549 | $1.24M | 0.2% | +0.9% | 0.014% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 53,516 | $4.73M | 0.8% | +4.0% | 0.056% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 285,999 | $25.30M | 0.1% | +2.2% | 0.300% | |
| 4/22/2026 | Keystone Financial Group Inc. | 102,741 | $9.09M | 4.7% | +0.4% | 0.108% | |
| 4/21/2026 | Fullerton Advisors LLC | 17,252 | $1.53M | 1.6% | -0.8% | 0.018% | |
| 4/21/2026 | Compass Advisory Group LLC | 24,246 | $2.15M | 0.6% | +6.1% | 0.025% | |
| 4/21/2026 | Stuart Investment Advisors Inc. | 4,980 | $441K | 0.2% | N/A | 0.005% | |
| 4/21/2026 | Parker Financial LLC | 6,624 | $586K | 0.2% | -6.0% | 0.007% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 1,054 | $93K | 0.0% | -10.5% | 0.001% | |
| 4/21/2026 | Decker Retirement Planning Inc. | 16,098 | $1.42M | 0.6% | +6.6% | 0.017% | |
| 4/21/2026 | Artesa Financial Group LLC | 8,320 | $736K | 0.7% | +6.8% | 0.009% | |
| 4/21/2026 | Dagco Inc. | 139,728 | $12.36M | 2.7% | +12.6% | 0.147% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 15,437 | $1.37M | 0.0% | +12.3% | 0.016% | |
| 4/20/2026 | Apella Capital LLC | 74,397 | $6.98M | 0.1% | N/A | 0.078% | |
| 4/20/2026 | Focused Wealth Management Inc | 232,500 | $20.57M | 2.1% | +0.7% | 0.244% | |
| 4/20/2026 | Keudell Morrison Wealth Management | 10,046 | $889K | 0.2% | -6.7% | 0.011% | |
| 4/18/2026 | Richards Merrill & Peterson Inc. | 1,390 | $123K | 0.0% | +321.2% | 0.001% | |
| 4/18/2026 | Vermillion Wealth Management Inc. | 2,407 | $213K | 0.1% | -10.1% | 0.003% | |
| 4/17/2026 | Andina Capital Management LLC | 3,957 | $350K | 0.3% | -23.8% | 0.004% | |
| 4/17/2026 | Sovereign Financial Group Inc. | 11,783 | $1.04M | 0.2% | +6.2% | 0.012% | |
| 4/17/2026 | AdvisorNet Financial Inc | 2,560 | $226K | 0.0% | +14.8% | 0.003% | |
| 4/17/2026 | Five Pine Wealth Management | 23,575 | $2.09M | 1.3% | +1.0% | 0.025% | |
| 4/17/2026 | High Net Worth Advisory Group LLC | 59,150 | $5.23M | 1.2% | +3.6% | 0.062% | |
| 4/17/2026 | Sweeney & Michel LLC | 60,315 | $5.53M | 1.6% | -0.7% | 0.063% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 23,423 | $2.07M | 0.2% | -9.9% | 0.025% | |
| 4/17/2026 | Johnson Bixby & Associates LLC | 19,689 | $1.74M | 0.2% | -1.8% | 0.021% | |
| 4/17/2026 | Brookstone Capital Management | 2,345 | $207K | 0.0% | -7.2% | 0.002% | |
| 4/17/2026 | Roble Belko & Company Inc | 3,020 | $267K | 0.0% | -75.3% | 0.003% | |
| 4/16/2026 | Evolve Private Wealth LLC | 27,141 | $2.40M | 0.1% | N/A | 0.028% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 26,468 | $2.34M | 1.3% | +19.0% | 0.028% | |
| 4/16/2026 | Swisher Financial Concepts Inc. | 6,698 | $592K | 0.3% | -11.0% | 0.007% | |
| 4/16/2026 | Montecito Bank & Trust | 87,282 | $7.72M | 1.3% | -4.8% | 0.092% | |
| 4/16/2026 | Triad Wealth Partners LLC | 4,092 | $362K | 0.0% | -73.0% | 0.004% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 3,314 | $293K | 0.0% | -4.0% | 0.003% | |
| 4/15/2026 | Brady Martz Wealth Solutions LLC | 15,074 | $1.33M | 0.2% | -2.4% | 0.016% | |
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| 4/15/2026 | Weatherly Asset Management L. P. | 284,123 | $25.13M | 2.0% | +1.3% | 0.298% | |
| 4/15/2026 | Aspen Investment Management Inc | 3,653 | $323K | 0.1% | -10.1% | 0.004% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 153,750 | $14.06M | 0.0% | -11.1% | 0.155% | |
| 3/13/2026 | World Investment Advisors | 7,740 | $708K | 0.0% | -81.5% | 0.008% | |
| 3/9/2026 | Corient Private Wealth LLC | 84,350 | $7.71M | 0.0% | +0.7% | 0.085% | |
| 3/6/2026 | Cedarwood Wealth LLC | 4,482 | $418K | 0.5% | N/A | 0.005% | |
| 3/4/2026 | SHP Wealth Management | 14,547 | $1.33M | 0.1% | N/A | 0.015% | |
| 3/2/2026 | NCM Capital Management LLC | 54,332 | $4.97M | 1.8% | -0.5% | 0.055% | |
| 2/23/2026 | GuidedMoney LLC | 4,540 | $415K | 0.2% | N/A | 0.005% | |
| 2/20/2026 | Catalyst Investment Management LLC | 10,247 | $937K | 0.9% | N/A | 0.010% | |