| 7/10/2026 | Investors Research Corp | 79,364 | $10.14M | 1.8% | +0.6% | 0.023% | |
| 7/10/2026 | William Mack & Associates Inc. | 2,932 | $375K | 0.1% | N/A | 0.001% | |
| 7/10/2026 | Highland Financial Advisors LLC | 299,639 | $38.30M | 8.4% | +21.4% | 0.085% | |
| 7/10/2026 | Perkins Coie Trust Co | 206,319 | $26.37M | 4.4% | +1.9% | 0.059% | |
| 7/10/2026 | Fulton Bank N.A. | 17,421 | $2.23M | 0.1% | +5.0% | 0.005% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 31,036 | $3.97M | 0.1% | -5.8% | 0.009% | |
| 7/9/2026 | Sapient Capital LLC | 44,647 | $5.71M | 0.1% | +9.6% | 0.013% | |
| 7/9/2026 | World Equity Group Inc. | 5,673 | $725K | 0.2% | -3.9% | 0.002% | |
| 7/9/2026 | Next Level Private LLC | 15,742 | $2.01M | 0.4% | -4.0% | 0.004% | |
| 7/9/2026 | Focus Financial Network Inc. | 32,509 | $4.16M | 0.1% | +3.4% | 0.009% | |
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| 7/9/2026 | Allied Private Wealth LLC | 612 | $77K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 4,392 | $561K | 0.0% | +21.1% | 0.001% | |
| 7/9/2026 | Crumly & Associates Inc. | 42,603 | $5.45M | 1.0% | -12.1% | 0.012% | |
| 7/9/2026 | Flaharty Asset Management LLC | 3,917 | $489K | 0.7% | -25.2% | 0.001% | |
| 7/8/2026 | Trust Point Inc. | 4,920 | $629K | 0.1% | -10.3% | 0.001% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 10,946 | $1.40M | 0.4% | -2.2% | 0.003% | |
| 7/8/2026 | Apella Capital LLC | 402,893 | $50.33M | 0.7% | +13.3% | 0.115% | |
| 7/8/2026 | Evanson Financial LLC | 2,462 | $315K | 0.0% | N/A | 0.001% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 1,810 | $231K | 0.0% | N/A | 0.001% | |
| 7/7/2026 | Balefire LLC | 2,934 | $375K | 0.1% | +44.5% | 0.001% | |
| 7/7/2026 | Avior Wealth Management LLC | 19,949 | $2.55M | 0.1% | -3.9% | 0.006% | |
| 7/7/2026 | Arlington Trust Co LLC | 1,140 | $146K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | CoreCap Advisors LLC | 7,156 | $915K | 0.0% | +4.6% | 0.002% | |
| 7/6/2026 | Trilogy Capital Inc. | 14,268 | $1.82M | 0.1% | +23.0% | 0.004% | |
| 7/1/2026 | Eastern Bank | 3,309 | $423K | 0.0% | +72.8% | 0.001% | |
| 6/23/2026 | Ballast Advisors LLC | 379 | $42K | 0.0% | N/A | 0.000% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 3,626 | $397K | 0.2% | N/A | 0.001% | |
| 6/3/2026 | Wealthquest Corp | 552,802 | $60.64M | 4.3% | -5.1% | 0.162% | |
| 6/3/2026 | Parallel Advisors LLC | 8,932 | $980K | 0.0% | +20.6% | 0.003% | |
| 6/3/2026 | NewEdge Advisors LLC | 330,187 | $36.22M | 0.1% | -6.8% | 0.097% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 2,495 | $272K | 0.1% | -90.4% | 0.001% | |
| 6/1/2026 | Integrated Investment Consultants LLC | 132,198 | $14.50M | 3.1% | +8.5% | 0.039% | |
| 5/28/2026 | Cozad Asset Management Inc. | 50,927 | $5.59M | 0.4% | +3.5% | 0.015% | |
| 5/27/2026 | Westshore Wealth LLC | 31,016 | $3.40M | 1.2% | +12.3% | 0.009% | |
| 5/26/2026 | Glenmede Trust Co. NA | 189,170 | $20.75M | 0.1% | -15.2% | 0.055% | |
| 5/22/2026 | Verus Capital Partners LLC | 32,929 | $3.61M | 0.2% | -29.1% | 0.010% | |
| 5/20/2026 | TrueWealth Financial Partners | 3,237 | $355K | 0.1% | N/A | 0.001% | |
| 5/19/2026 | Western Wealth Management LLC | 26,265 | $2.88M | 0.1% | +0.4% | 0.008% | |
| 5/19/2026 | McIlrath & Eck LLC | 771 | $85K | 0.0% | +37.4% | 0.000% | |
| 5/19/2026 | Royal Fund Management LLC | 93,497 | $11.33M | 1.1% | +11.2% | 0.027% | |
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| 5/19/2026 | Bank of America Corp DE | 76,119,779 | $8.35B | 0.6% | +48.5% | 22.319% | |
| 5/19/2026 | Centaurus Financial Inc. | 5,296 | $581K | 0.0% | -10.3% | 0.002% | |
| 5/19/2026 | Arkadios Wealth Advisors | 11,642 | $1.28M | 0.0% | -12.0% | 0.003% | |
| 5/19/2026 | IFS Group LLC | 9,656 | $1.06M | 0.9% | N/A | 0.003% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 3,458 | $379K | 0.0% | +25.8% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 1,288,656 | $141.35M | 0.0% | +17.7% | 0.378% | |
| 5/18/2026 | Evercore Wealth Management LLC | 1,986 | $218K | 0.0% | -5.5% | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 129,083 | $14.16M | 0.0% | -1.2% | 0.038% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,980 | $766K | 0.0% | N/A | 0.002% | |
| 5/15/2026 | Waverly Advisors LLC | 5,383 | $590K | 0.0% | +59.2% | 0.002% | |
| 5/14/2026 | Renaissance Technologies LLC | 79,700 | $8.74M | 0.0% | N/A | 0.023% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 18,301 | $2.01M | 0.0% | -2.2% | 0.005% | |
| 5/14/2026 | Hilltop Holdings Inc. | 2,657 | $291K | 0.0% | -88.8% | 0.001% | |
| 5/14/2026 | Modern Wealth Management LLC | 2,676 | $296K | 0.0% | -17.9% | 0.001% | |
| 5/14/2026 | Lido Advisors LLC | 330,905 | $36.30M | 0.1% | -7.5% | 0.097% | |
| 5/13/2026 | Cetera Investment Advisers | 9,492,332 | $1.04B | 1.1% | -7.0% | 2.783% | |
| 5/13/2026 | Wealthspire Retirement LLC | 339,365 | $37.23M | 2.2% | +3.0% | 0.100% | |
| 5/13/2026 | Measured Wealth Private Client Group LLC | 460 | $50K | 0.0% | +187.5% | 0.000% | |
| 5/13/2026 | Signature Equity Partners LLC | 1,994 | $219K | 0.1% | -18.1% | 0.001% | |
| 5/13/2026 | NewEdge Wealth LLC | 7,348 | $806K | 0.0% | +180.2% | 0.002% | |
| 5/13/2026 | Arvest Bank Trust Division | 3,521 | $386K | 0.0% | N/A | 0.001% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 6,830 | $749K | 0.5% | -1.3% | 0.002% | |
| 5/12/2026 | Cascade Wealth Advisors Inc | 65,644 | $7.20M | 2.9% | +10.2% | 0.019% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 960,375 | $105.34M | 0.1% | +4.5% | 0.282% | |
| 5/8/2026 | Cura Wealth Advisors LLC | 6,055 | $664K | 0.3% | +2.7% | 0.002% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,380 | $151K | 0.0% | N/A | 0.000% | |
| 5/8/2026 | JMG Financial Group Ltd. | 4,836 | $530K | 0.0% | +31.1% | 0.001% | |
| 5/7/2026 | Grant Street Asset Management Inc. | 3,652 | $401K | 0.1% | +66.4% | 0.001% | |
| 5/7/2026 | Balefire LLC | 2,031 | $223K | 0.0% | -71.2% | 0.001% | |
| 5/7/2026 | Parallel Advisors LLC | 8,932 | $980K | 0.0% | +20.6% | 0.003% | |
| 5/7/2026 | Resolute Wealth Strategies LLC | 10,319 | $1.13M | 0.5% | +17.0% | 0.003% | |
| 5/7/2026 | World Equity Group Inc. | 5,902 | $647K | 0.2% | -21.9% | 0.002% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 531,649 | $58.32M | 3.8% | +11.4% | 0.156% | |
| 5/7/2026 | Windward Private Wealth Management Inc. | 300,323 | $32.94M | 11.4% | +2.6% | 0.088% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 106,236 | $11.65M | 1.0% | N/A | 0.031% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 5,054 | $554K | 0.1% | N/A | 0.001% | |
| 5/6/2026 | Zhang Financial LLC | 61,213 | $6.71M | 0.2% | +28.6% | 0.018% | |
| 5/6/2026 | Gryphon Financial Partners LLC | 7,115 | $780K | 0.1% | N/A | 0.002% | |
| 5/6/2026 | Modera Wealth Management LLC | 499,341 | $54.77M | 0.7% | +1.4% | 0.146% | |
| 5/6/2026 | Assetmark Inc. | 457,066 | $50.14M | 0.1% | +0.3% | 0.134% | |
| 5/6/2026 | Bessemer Group Inc. | 12,375 | $1.36M | 0.0% | +42.2% | 0.004% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 5,458 | $604K | 0.0% | -30.2% | 0.002% | |
| 5/6/2026 | One Day In July LLC | 36,174 | $3.97M | 0.3% | +3.0% | 0.011% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 32,128 | $3.52M | 0.2% | -13.3% | 0.009% | |
| 5/5/2026 | Wealthfront Advisers LLC | 2,587 | $284K | 0.0% | +3.6% | 0.001% | |
| 5/5/2026 | D.A. Davidson & CO. | 279,252 | $30.63M | 0.2% | -0.8% | 0.082% | |
| 5/5/2026 | RFG Bristol Wealth Advisors LLC | 10,808 | $1.19M | 0.3% | -50.1% | 0.003% | |
| 5/5/2026 | Bank of New York Mellon Corp | 375,591 | $41.20M | 0.0% | +3.0% | 0.110% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 8,190 | $898K | 0.0% | +177.6% | 0.002% | |
| 5/5/2026 | Ethos Financial Group LLC | 25,056 | $2.76M | 0.2% | -24.5% | 0.007% | |
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| 5/5/2026 | Advisors Preferred LLC | 153,990 | $16.89M | 2.5% | +33.2% | 0.045% | |
| 5/5/2026 | Sanctuary Advisors LLC | 84,739 | $9.30M | 0.1% | -8.4% | 0.025% | |
| 5/5/2026 | Sigma Planning Corp | 12,947 | $1.42M | 0.0% | +11.2% | 0.004% | |
| 5/4/2026 | Calamos Wealth Management LLC | 7,598 | $833K | 0.0% | -16.7% | 0.002% | |
| 5/4/2026 | Calamos Advisors LLC | 7,598 | $833K | 0.0% | N/A | 0.002% | |
| 5/4/2026 | AMG National Trust Bank | 64,245 | $7.05M | 0.2% | +23.7% | 0.019% | |
| 5/4/2026 | Retirement Planning Group LLC | 20,655 | $2.27M | 0.1% | +28.9% | 0.006% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,917 | $649K | 0.0% | +30.7% | 0.002% | |
| 5/4/2026 | Nadler Financial Group Inc. | 521,411 | $57.19M | 5.5% | -1.6% | 0.153% | |
| 5/4/2026 | Principal Financial Group Inc. | 57,186 | $6.27M | 0.0% | -26.7% | 0.017% | |