| 5/5/2026 | Bank of New York Mellon Corp | 1,526,246 | $190.49M | 0.0% | +12.9% | 3.969% | |
| 5/5/2026 | Sanctuary Advisors LLC | 11,346 | $1.42M | 0.0% | +2.0% | 0.030% | |
| 5/2/2026 | Castleview Partners LLC | 2,206 | $275K | 0.1% | N/A | 0.006% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 2,213 | $276K | 0.0% | +20.3% | 0.006% | |
| 4/30/2026 | Stiles Financial Services Inc | 12,977 | $1.62M | 0.5% | -26.1% | 0.033% | |
| 4/30/2026 | Kestra Advisory Services LLC | 148,706 | $18.56M | 0.1% | +9.9% | 0.376% | |
| 4/28/2026 | Ascentis Independent Advisors | 200 | $25K | 0.0% | N/A | 0.001% | |
| 4/28/2026 | GM Advisory Group LLC | 622,092 | $77.64M | 3.0% | +14.8% | 1.573% | |
| 4/27/2026 | Private Advisor Group LLC | 2,030 | $253K | 0.0% | N/A | 0.005% | |
| 4/21/2026 | Fiduciary Alliance LLC | 2,868 | $384K | 0.0% | +5.5% | 0.007% | |
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| 4/18/2026 | RPOA Advisors Inc. | 5,925,578 | $739.57M | 32.4% | -54.9% | 16.584% | |
| 4/17/2026 | Krilogy Financial LLC | 7,263 | $975K | 0.0% | +327.5% | 0.020% | |
| 4/17/2026 | WealthBridge Capital Management LLC | 145,919 | $18.21M | 4.2% | -1.1% | 0.408% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,597 | $209K | 0.0% | +56.7% | 0.004% | |
| 3/9/2026 | Corient Private Wealth LLC | 2,482 | $325K | 0.0% | N/A | 0.006% | |
| 2/19/2026 | Corient Private Wealth LLC | 2,482 | $325K | 0.0% | N/A | 0.006% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 5,241 | $686K | 0.0% | -15.9% | 0.013% | |
| 2/18/2026 | Virtue Capital Management LLC | 1,672 | $219K | 0.0% | +221.5% | 0.004% | |
| 2/18/2026 | NewEdge Advisors LLC | 20,969 | $2.74M | 0.0% | +1,464.9% | 0.054% | |
| 2/17/2026 | Strategic Financial Planning Inc. | 17,897 | $2.34M | 1.3% | N/A | 0.046% | |
| 2/17/2026 | AQR Capital Management LLC | 3,140 | $411K | 0.0% | N/A | 0.008% | |
| 2/17/2026 | Cetera Investment Advisers | 66,526 | $8.70M | 0.0% | +1.4% | 0.170% | |
| 2/17/2026 | Equitable Holdings Inc. | 32,429 | $4.24M | 0.0% | -6.5% | 0.083% | |
| 2/17/2026 | Osaic Holdings Inc. | 90,842 | $11.88M | 0.0% | -37.4% | 0.233% | |
| 2/17/2026 | Advisory Services Network LLC | 19,027 | $2.49M | 0.0% | +10.1% | 0.049% | |
| 2/17/2026 | Stadion Money Management LLC | 457,390 | $59.83M | 4.9% | -34.8% | 1.172% | |
| 2/17/2026 | Royal Bank of Canada | 16,639 | $2.18M | 0.0% | +418.0% | 0.043% | |
| 2/16/2026 | MML Investors Services LLC | 17,017 | $2.23M | 0.0% | +38.5% | 0.044% | |
| 2/16/2026 | Mariner LLC | 6,024 | $788K | 0.0% | +133.2% | 0.015% | |
| 2/16/2026 | E6 Portfolios LLC | 2,992 | $391K | 0.4% | N/A | 0.008% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 207,657 | $27.16M | 0.2% | +5.1% | 0.532% | |
| 2/13/2026 | Kestra Advisory Services LLC | 135,349 | $17.70M | 0.1% | +38.1% | 0.347% | |
| 2/13/2026 | GM Advisory Group LLC | 541,961 | $70.89M | 2.8% | +4.6% | 1.389% | |
| 2/13/2026 | First Trust Advisors LP | 6,218 | $813K | 0.0% | +216.9% | 0.016% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 2,422,412 | $316.85M | 3.8% | -5.9% | 6.207% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,302 | $301K | 0.0% | +23.2% | 0.006% | |
| 2/13/2026 | Summit Financial LLC | 2,225 | $292K | 0.0% | -20.7% | 0.006% | |
| 2/12/2026 | Jane Street Group LLC | 7,118 | $931K | 0.0% | N/A | 0.018% | |
| 2/12/2026 | Insigneo Advisory Services LLC | 7,781 | $1.02M | 0.1% | -3.2% | 0.020% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 10,348 | $1.35M | 0.0% | -21.1% | 0.027% | |
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| 2/12/2026 | Commonwealth Equity Services LLC | 13,284 | $1.74M | 0.0% | +25.9% | 0.034% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 6,216 | $813K | 0.0% | +10.8% | 0.016% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 817 | $107K | 0.0% | N/A | 0.002% | |
| 2/12/2026 | Betterment LLC | 4,449 | $582K | 0.0% | +7.8% | 0.011% | |
| 2/11/2026 | Capital Analysts LLC | 1,924 | $251K | 0.0% | +435.9% | 0.005% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 2,959 | $387K | 0.1% | N/A | 0.008% | |
| 2/11/2026 | Cerity Partners LLC | 1,817 | $238K | 0.0% | -20.2% | 0.005% | |
| 2/11/2026 | LPL Financial LLC | 233,837 | $30.59M | 0.0% | +32.4% | 0.599% | |
| 2/11/2026 | JPMorgan Chase & Co. | 100,190 | $13.11M | 0.0% | -6.7% | 0.257% | |
| 2/10/2026 | Bank of New York Mellon Corp | 1,352,198 | $176.87M | 0.0% | -14.2% | 3.465% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 46,618 | $6.10M | 0.0% | N/A | 0.119% | |
| 2/10/2026 | Main Management Fund Advisors LLC | 1,028,900 | $134.58M | 12.3% | +3.1% | 2.636% | |
| 2/10/2026 | Clear Point Advisors Inc. | 4,455 | $583K | 0.5% | +14.5% | 0.011% | |
| 2/10/2026 | Zhang Financial LLC | 312,336 | $40.85M | 1.5% | +1.3% | 0.800% | |
| 2/10/2026 | Principia Wealth Advisory LLC | 69,497 | $9.09M | 2.4% | +69.8% | 0.178% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 308,002 | $40.29M | 0.0% | +1.3% | 0.789% | |
| 2/9/2026 | Integrity Alliance LLC. | 2,536 | $332K | 0.0% | +53.8% | 0.006% | |
| 2/9/2026 | Harbour Investments Inc. | 895 | $117K | 0.0% | +439.2% | 0.002% | |
| 2/9/2026 | RPOA Advisors Inc. | 13,139,845 | $1.72B | 43.6% | -2.2% | 33.666% | |
| 2/6/2026 | IFP Advisors Inc | 54,368 | $7.11M | 0.2% | -19.5% | 0.139% | |
| 2/6/2026 | Watchman Group Inc. | 1,653 | $216K | 0.1% | N/A | 0.004% | |
| 2/5/2026 | 626 Financial LLC | 2,579 | $337K | 0.1% | +4.8% | 0.007% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 15,645 | $2.05M | 0.0% | -94.9% | 0.040% | |
| 2/3/2026 | Stiles Financial Services Inc | 17,552 | $2.30M | 0.7% | -19.2% | 0.045% | |
| 2/3/2026 | MGO One Seven LLC | 138,616 | $18.13M | 0.4% | +2.4% | 0.358% | |
| 2/2/2026 | JDM Financial Group LLC | 216,631 | $28.34M | 5.4% | -6.9% | 0.559% | |
| 2/2/2026 | Woodard & Co. Asset Management Group Inc. ADV | 263,406 | $34.45M | 5.5% | +15.6% | 0.680% | |
| 2/2/2026 | GenTrust LLC | 49,975 | $6.56M | 0.3% | +10.7% | 0.129% | |
| 1/30/2026 | Sigma Planning Corp | 16,039 | $2.10M | 0.1% | +8.6% | 0.041% | |
| 1/29/2026 | Quadcap Wealth Management LLC | 3,661 | $479K | 0.1% | +2.7% | 0.010% | |
| 1/29/2026 | Kickstand Ventures LLC. | 3,527 | $461K | 0.1% | +12.5% | 0.009% | |
| 1/29/2026 | UBS Group AG | 98,656 | $12.90M | 0.0% | +21.1% | 0.256% | |
| 1/29/2026 | Sanctuary Advisors LLC | 11,125 | $1.46M | 0.0% | +1.3% | 0.029% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 7,248 | $948K | 0.0% | +15.8% | 0.019% | |
| 1/27/2026 | Krilogy Financial LLC | 1,699 | $226K | 0.0% | N/A | 0.004% | |
| 1/27/2026 | Financial Management Professionals Inc. | 384 | $50K | 0.0% | N/A | 0.001% | |
| 1/26/2026 | Ferguson Shapiro LLC | 141,392 | $18.49M | 5.7% | N/A | 0.367% | |
| 1/26/2026 | Whittier Trust Co. | 613 | $81K | 0.0% | N/A | 0.002% | |
| 1/26/2026 | CWM LLC | 529 | $69K | 0.0% | +812.1% | 0.001% | |
| 1/26/2026 | Elevation Capital Advisory LLC | 14,312 | $1.87M | 0.8% | N/A | 0.037% | |
| 1/26/2026 | David Kennon Inc | 19,192 | $2.51M | 0.9% | +1.7% | 0.050% | |
| 1/23/2026 | Assetmark Inc. | 348 | $46K | 0.0% | +174.0% | 0.001% | |
| 1/22/2026 | Fiduciary Alliance LLC | 2,718 | $356K | 0.0% | +12.1% | 0.007% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 4,203 | $550K | 0.0% | +16.7% | 0.011% | |
| 1/21/2026 | Crux Wealth Advisors | 65,371 | $8.55M | 3.2% | +5.5% | 0.170% | |
| 1/21/2026 | WealthBridge Capital Management LLC | 147,610 | $19.31M | 4.4% | +4.3% | 0.384% | |
| 1/21/2026 | Carolina Wealth Advisors LLC | 79,581 | $10.41M | 4.6% | +3.1% | 0.207% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 14,887 | $1.95M | 0.0% | +2.1% | 0.039% | |
| 1/15/2026 | Pinnacle Wealth Management LLC | 4,820 | $630K | 0.4% | -2.1% | 0.013% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 14,648 | $1.93M | 0.1% | N/A | 0.038% | |
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| 1/14/2026 | KMG Fiduciary Partners LLC | 66,577 | $8.71M | 0.6% | -0.8% | 0.175% | |
| 1/12/2026 | Sentinel Pension Advisors LLC | 965,595 | $126.30M | 19.4% | +13.3% | 2.543% | |
| 1/12/2026 | Wealth Group Ltd. | 10,067 | $1.32M | 1.3% | +1.8% | 0.026% | |
| 1/6/2026 | Collective Family Office LLC | 15,270 | $2.00M | 0.5% | +11.0% | 0.040% | |
| 1/5/2026 | Park Avenue Securities LLC | 23,081 | $3.02M | 0.0% | +27.2% | 0.061% | |
| 1/1/2026 | JPMorgan Chase & Co. | 107,415 | $13.79M | 0.0% | -4.3% | 0.296% | |
| 12/23/2025 | Triumph Capital Management | 800 | $103K | 0.0% | N/A | 0.002% | |
| 12/2/2025 | IFP Advisors Inc | 67,509 | $8.67M | 0.2% | +6.7% | 0.186% | |
| 11/26/2025 | Lantern Wealth Advisors LLC | 6,654 | $854K | 0.3% | +14.3% | 0.018% | |
| 11/19/2025 | GM Advisory Group LLC | 517,958 | $66.50M | 2.8% | +14.4% | 1.426% | |