| 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% | |
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| 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% | |
| 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% | |
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| 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% | |
| 5/13/2026 | Cetera Investment Advisers | 462,280 | $40.89M | 0.0% | +2.7% | 0.485% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 990 | $88K | 0.0% | N/A | 0.001% | |
| 5/8/2026 | ESL Trust Services LLC | 11,511 | $1.02M | 0.2% | -97.9% | 0.012% | |
| 5/7/2026 | Human Investing LLC | 136,531 | $12.08M | 1.8% | +0.3% | 0.143% | |
| 5/7/2026 | Parallel Advisors LLC | 65,906 | $5.83M | 0.1% | -1.1% | 0.069% | |
| 5/7/2026 | Ironwood Investment Counsel LLC | 11,935 | $1.06M | 0.2% | -3.4% | 0.013% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 6,700 | $593K | 0.1% | +346.7% | 0.007% | |
| 5/6/2026 | Bessemer Group Inc. | 8,424 | $746K | 0.0% | +244.4% | 0.009% | |
| 5/5/2026 | BCGM Wealth Management LLC | 88,444 | $7.82M | 2.0% | +2.7% | 0.093% | |
| 5/5/2026 | Wealthfront Advisers LLC | 28,733 | $2.54M | 0.0% | +2.0% | 0.030% | |
| 5/5/2026 | D.A. Davidson & CO. | 117,502 | $10.39M | 0.1% | +2.0% | 0.123% | |
| 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% | |
| 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% | |
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| 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% | |
| 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% | |