| 10/17/2026 | SteelPeak Wealth LLC | 66,096 | $5.61M | 0.1% | N/A | 0.003% | |
| 10/16/2026 | TD Waterhouse Canada Inc. | 42,056 | $3.56M | 0.0% | -1.9% | 0.002% | |
| 10/16/2026 | James T. Borello RIA | 1,674 | $142K | 0.0% | +16.5% | 0.000% | |
| 10/16/2026 | NFSG Corp | 396 | $34K | 0.0% | +182.9% | 0.000% | |
| 10/15/2026 | Retirement Planning Co of New England Inc. | 5,073 | $430K | 0.2% | +2.6% | 0.000% | |
| 10/15/2026 | KG Capital Management | 5,786 | $491K | 0.3% | -17.6% | 0.000% | |
| 10/15/2026 | Strategy Asset Managers LLC | 111,976 | $9.50M | 1.2% | -3.1% | 0.004% | |
| 10/14/2026 | Fortress Financial Solutions LLC | 3,011 | $255K | 0.2% | N/A | 0.000% | |
| 10/14/2026 | Foster Group Inc. | 2,862 | $243K | 0.0% | -13.8% | 0.000% | |
| 10/13/2026 | First Financial Corp IN | 7,476 | $634K | 0.2% | -2.1% | 0.000% | |
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| 10/13/2026 | Euro Pacific Asset Management LLC | 64,831 | $5.83M | 0.4% | +6.4% | 0.003% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 4,298 | $365K | 0.0% | N/A | 0.000% | |
| 10/13/2026 | Avior Wealth Management LLC | 4,390 | $372K | 0.0% | +5.7% | 0.000% | |
| 10/13/2026 | JGP Wealth Management LLC | 2,615 | $222K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | Williams & Novak Wealth Management LLC | 4,509 | $383K | 0.2% | -7.3% | 0.000% | |
| 10/9/2026 | Riversedge Advisors LLC | 6,771 | $574K | 0.1% | +26.8% | 0.000% | |
| 10/9/2026 | Wedmont Private Capital | 5,125 | $435K | 0.0% | +10.3% | 0.000% | |
| 10/9/2026 | Breakwater Capital Group | 7,834 | $665K | 0.1% | +2.7% | 0.000% | |
| 10/9/2026 | Legacy Wealth Asset Management LLC | 32,654 | $2.77M | 0.6% | +119.7% | 0.001% | |
| 10/9/2026 | Stableford Capital II LLC | 2,574 | $218K | 0.1% | -6.9% | 0.000% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 6,936 | $588K | 0.0% | +9.9% | 0.000% | |
| 10/8/2026 | Veracity Capital LLC | 9,020 | $765K | 0.2% | +50.0% | 0.000% | |
| 10/8/2026 | Plan A Wealth LLC | 10,927 | $927K | 0.3% | +3.7% | 0.000% | |
| 10/8/2026 | Kessler Investment Group LLC | 91,349 | $7.75M | 3.5% | -7.8% | 0.004% | |
| 10/7/2026 | First Community Trust NA | 1,460 | $124K | 0.0% | N/A | 0.000% | |
| 10/6/2026 | Moody National Bank Trust Division | 18,735 | $1.59M | 0.1% | +5.5% | 0.001% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 261,230 | $22.16M | 0.3% | +1.1% | 0.010% | |
| 10/2/2026 | Boltwood Capital Management | 2,475 | $210K | 0.0% | N/A | 0.000% | |
| 10/1/2026 | Parrish Capital LLC | 10,256 | $870K | 0.7% | +1.7% | 0.000% | |
| 9/23/2026 | QRG Capital Management Inc. | 199,492 | $16.62M | 0.1% | +16.1% | 0.008% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 6,283 | $523K | 0.0% | +35.1% | 0.000% | |
| 9/16/2026 | IKE Capital LLC | 10,638 | $886K | 0.5% | -7.8% | 0.000% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 55,237 | $4.60M | 0.0% | +4.2% | 0.002% | |
| 9/9/2026 | Tidal Investments LLC | 204,473 | $17.04M | 0.0% | +28.8% | 0.008% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 13,148 | $1.10M | 0.0% | -7.8% | 0.001% | |
| 9/9/2026 | RFG Advisory LLC | 3,684 | $307K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | NewEdge Advisors LLC | 84,718 | $7.06M | 0.0% | +5.3% | 0.003% | |
| 9/9/2026 | Baird Financial Group Inc. | 41,056 | $3.42M | 0.0% | +22.2% | 0.002% | |
| 9/9/2026 | Stableford Capital II LLC | 2,765 | $230K | 0.1% | N/A | 0.000% | |
| 9/8/2026 | Allworth Financial LP | 7,233 | $603K | 0.0% | -2.7% | 0.000% | |
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| 9/8/2026 | West Family Investments Inc. | 8,817 | $735K | 0.2% | +24.6% | 0.000% | |
| 9/8/2026 | Waverly Advisors LLC | 180,690 | $15.05M | 0.1% | -2.5% | 0.007% | |
| 9/2/2026 | Range Advisory LLC | 2,931 | $244K | 0.0% | N/A | 0.000% | |
| 9/1/2026 | Parrish Capital LLC | 10,082 | $840K | 0.7% | -8.0% | 0.000% | |
| 8/27/2026 | Corient Private Wealth LP | 312,468 | $26.03M | 0.0% | -2.2% | 0.012% | |
| 8/23/2026 | Wedmont Private Capital | 4,645 | $379K | 0.0% | -17.1% | 0.000% | |
| 8/23/2026 | HB Wealth Management LLC | 11,772 | $981K | 0.0% | +46.5% | 0.000% | |
| 8/23/2026 | XY Capital Ltd | 41,449 | $3.45M | 3.3% | N/A | 0.002% | |
| 8/22/2026 | MW Advisory LLC | 3,258 | $271K | 0.1% | N/A | 0.000% | |
| 8/22/2026 | Plan A Wealth LLC | 10,541 | $878K | 0.4% | +2.1% | 0.000% | |
| 8/22/2026 | Sapient Capital LLC | 3,582 | $298K | 0.0% | +8.7% | 0.000% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 42,890 | $3.53M | 0.0% | +33.5% | 0.002% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 5,701 | $475K | 0.0% | +9.8% | 0.000% | |
| 8/21/2026 | Carter Financial Group INC. | 3,897 | $325K | 0.2% | N/A | 0.000% | |
| 8/21/2026 | Greenspring Advisors LLC | 2,946 | $245K | 0.0% | N/A | 0.000% | |
| 8/21/2026 | Acorn Wealth Advisors LLC | 2,579 | $215K | 0.0% | N/A | 0.000% | |
| 8/20/2026 | Greenleaf Trust | 20,940 | $1.75M | 0.0% | +1.1% | 0.001% | |
| 8/19/2026 | Ferguson Wellman Capital Management Inc. | 258,419 | $21.53M | 0.3% | +1.1% | 0.010% | |
| 8/12/2026 | Pinnacle West Asset Management Inc. | 9,100 | $758K | 0.5% | N/A | 0.000% | |
| 7/10/2026 | Nolet Wealth Management LLC | 2,923 | $244K | 0.1% | N/A | 0.000% | |
| 7/10/2026 | Fulton Bank N.A. | 2,540 | $212K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Centurion Wealth Management LLC | 4,350 | $362K | 0.1% | -7.4% | 0.000% | |
| 7/9/2026 | Sapient Capital LLC | 3,582 | $298K | 0.0% | +8.7% | 0.000% | |
| 7/9/2026 | Legacy Wealth Asset Management LLC | 14,861 | $1.24M | 0.3% | -57.1% | 0.001% | |
| 7/9/2026 | Affinity Capital Advisors LLC | 3,822 | $320K | 0.0% | +4.1% | 0.000% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 8,282 | $690K | 0.0% | +23.0% | 0.000% | |
| 7/8/2026 | Williams & Novak LLC | 4,862 | $405K | 0.3% | +3.7% | 0.000% | |
| 7/8/2026 | 55 North Private Wealth LLC | 6,577 | $548K | 0.1% | +43.6% | 0.000% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 25,147 | $2.10M | 0.2% | -3.7% | 0.001% | |
| 7/7/2026 | Foster Group Inc. | 3,319 | $277K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | Integral Investment Advisors Inc. | 3,302 | $275K | 0.1% | -5.0% | 0.000% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 2,540 | $212K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | GAMMA Investing LLC | 10,995 | $916K | 0.0% | +32.6% | 0.000% | |
| 7/7/2026 | Avior Wealth Management LLC | 4,152 | $346K | 0.0% | -20.6% | 0.000% | |
| 7/7/2026 | Sandy Cove Advisors LLC | 4,297 | $358K | 0.1% | +5.3% | 0.000% | |
| 7/7/2026 | Moody National Bank Trust Division | 17,752 | $1.48M | 0.1% | +2.4% | 0.001% | |
| 7/7/2026 | CoreCap Advisors LLC | 2,525 | $210K | 0.0% | +28.4% | 0.000% | |
| 7/7/2026 | First Financial Corp IN | 7,637 | $636K | 0.2% | -3.3% | 0.000% | |
| 7/6/2026 | Stableford Capital II LLC | 2,765 | $230K | 0.1% | N/A | 0.000% | |
| 7/2/2026 | Versant Capital Management Inc | 16,718 | $1.39M | 0.1% | +1.5% | 0.001% | |
| 6/30/2026 | VectorGlobal IAG Inc. | 4,241 | $308K | 0.1% | N/A | 0.000% | |
| 6/22/2026 | Sapient Capital LLC | 3,295 | $240K | 0.0% | -9.0% | 0.000% | |
| 6/16/2026 | Empowered Funds LLC | 10,864 | $790K | 0.0% | +87.3% | 0.000% | |
| 6/9/2026 | Rathbones Group PLC | 6,016 | $438K | 0.0% | +30.3% | 0.000% | |
| 6/3/2026 | Parallel Advisors LLC | 16,282 | $1.18M | 0.0% | +35.2% | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 80,455 | $5.85M | 0.0% | -23.4% | 0.003% | |
| 5/28/2026 | Cozad Asset Management Inc. | 2,970 | $216K | 0.0% | -10.8% | 0.000% | |
| 5/27/2026 | Alpine Woods Capital Investors LLC | 13,473 | $980K | 0.2% | N/A | 0.001% | |
| 5/26/2026 | Glenmede Trust Co. NA | 12,351 | $898K | 0.0% | +36.9% | 0.000% | |
| 5/26/2026 | Axiom Investment Management LLC | 1,317 | $96K | 0.1% | N/A | 0.000% | |
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| 5/22/2026 | Segall Bryant & Hamill LLC | 3,019 | $221K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 1,407 | $102K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Royal Fund Management LLC | 26,065 | $1.90M | 0.2% | -5.2% | 0.001% | |
| 5/19/2026 | Bank of America Corp DE | 2,904,801 | $211.30M | 0.0% | -5.6% | 0.114% | |
| 5/18/2026 | Sunbelt Securities Inc. | 725 | $53K | 0.0% | -43.5% | 0.000% | |
| 5/18/2026 | Guardian Partners Inc. | 122,177 | $8.91M | 0.7% | +15.3% | 0.005% | |
| 5/18/2026 | Amundi | 93,081 | $6.77M | 0.0% | +1.3% | 0.004% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 5,386 | $392K | 0.0% | +60.6% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 1,239,402 | $90.15M | 0.0% | +17.9% | 0.049% | |
| 5/18/2026 | Recurrent Investment Advisors LLC | 27,271 | $1.98M | 0.1% | +4.6% | 0.001% | |