| 6/22/2026 | Sapient Capital LLC | 6,260 | $209K | 0.0% | N/A | 0.002% | |
| 6/18/2026 | Western Wealth Management LLC | 36,618 | $1.22M | 0.0% | +31.2% | 0.014% | |
| 6/3/2026 | NewEdge Advisors LLC | 1,663,897 | $55.52M | 0.2% | +9.7% | 0.615% | |
| 5/28/2026 | Cozad Asset Management Inc. | 7,525 | $251K | 0.0% | +12.2% | 0.003% | |
| 5/27/2026 | Security Financial Services INC. | 28,343 | $946K | 0.1% | +17.1% | 0.010% | |
| 5/26/2026 | Ruggaard & Associates LLC | 255,837 | $8.54M | 3.4% | +3.4% | 0.095% | |
| 5/22/2026 | WNY Asset Management LLC | 712,726 | $23.78M | 2.5% | N/A | 0.263% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 656,978 | $21.95M | 4.9% | +12.4% | 0.243% | |
| 5/19/2026 | Western Wealth Management LLC | 36,618 | $1.22M | 0.0% | +31.2% | 0.014% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 44,761 | $1.49M | 1.1% | +14.2% | 0.017% | |
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| 5/19/2026 | Bank of America Corp DE | 4,009,228 | $133.79M | 0.0% | +15.7% | 1.482% | |
| 5/19/2026 | Arkadios Wealth Advisors | 75,228 | $2.51M | 0.0% | +2.5% | 0.028% | |
| 5/18/2026 | Sunbelt Securities Inc. | 1,449 | $48K | 0.0% | +91.7% | 0.001% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 49,221 | $1.64M | 0.1% | +2.6% | 0.018% | |
| 5/18/2026 | Royal Bank of Canada | 4,065,492 | $135.67M | 0.0% | +25.8% | 1.502% | |
| 5/18/2026 | Reliant Wealth Planning | 643,596 | $21.48M | 6.5% | -1.5% | 0.238% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 250,084 | $8.35M | 0.3% | +395.4% | 0.092% | |
| 5/15/2026 | 44 Wealth Management LLC | 51,651 | $1.72M | 0.6% | +25.6% | 0.019% | |
| 5/14/2026 | Renaissance Technologies LLC | 10,700 | $357K | 0.0% | -73.5% | 0.004% | |
| 5/14/2026 | CLG LLC | 102,399 | $3.42M | 0.8% | -2.3% | 0.038% | |
| 5/14/2026 | American Financial Advisors LLC | 25,171 | $840K | 0.1% | +6.5% | 0.009% | |
| 5/14/2026 | Sei Investments Co. | 1,963,172 | $65.51M | 0.1% | +21.0% | 0.725% | |
| 5/13/2026 | Cetera Investment Advisers | 8,296,479 | $276.85M | 0.3% | +7.3% | 3.066% | |
| 5/8/2026 | Summit Global Investments | 15,467 | $516K | 0.0% | +5.4% | 0.006% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 9,591 | $320K | 0.0% | +13.0% | 0.004% | |
| 5/7/2026 | World Equity Group Inc. | 6,886 | $230K | 0.1% | N/A | 0.003% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 2,009 | $67K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Kera Capital Partners Inc. | 225,352 | $7.52M | 0.9% | +2.7% | 0.083% | |
| 5/6/2026 | Advisortrust Partners LLC | 9,018 | $301K | 0.1% | +31.7% | 0.003% | |
| 5/6/2026 | Assetmark Inc. | 920,621 | $30.72M | 0.1% | +20.0% | 0.340% | |
| 5/6/2026 | Independent Financial Group LLC | 58,838 | $1.96M | 0.1% | N/A | 0.022% | |
| 5/6/2026 | Frazier Financial Advisors LLC | 395,328 | $13.19M | 7.3% | +6.1% | 0.146% | |
| 5/5/2026 | Ridgeline Wealth Planning LLC | 340,353 | $11.36M | 8.3% | +1.3% | 0.126% | |
| 5/5/2026 | D.A. Davidson & CO. | 775,587 | $25.88M | 0.2% | -4.2% | 0.287% | |
| 5/5/2026 | Bank of New York Mellon Corp | 17,879 | $597K | 0.0% | N/A | 0.007% | |
| 5/5/2026 | Good Harbor Advisors Inc. | 17,713 | $591K | 0.6% | +4.1% | 0.007% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 121,579 | $4.06M | 0.1% | +34.8% | 0.045% | |
| 5/5/2026 | Sanctuary Advisors LLC | 27,216 | $908K | 0.0% | +52.7% | 0.010% | |
| 5/5/2026 | Sigma Planning Corp | 154,198 | $5.15M | 0.1% | +847.8% | 0.057% | |
| 5/5/2026 | Cornerstone Advisory LLC | 16,149 | $539K | 0.1% | -15.1% | 0.006% | |
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| 5/4/2026 | Bleakley Financial Group LLC | 534,077 | $17.82M | 0.3% | +7.4% | 0.197% | |
| 5/4/2026 | HBW Advisory Services LLC | 105,411 | $3.52M | 0.4% | -0.5% | 0.039% | |
| 5/4/2026 | Procyon Advisors LLC | 37,477 | $1.25M | 0.0% | +1.6% | 0.014% | |
| 5/2/2026 | Diversify Wealth Management LLC | 26,596 | $982K | 0.0% | N/A | 0.010% | |
| 5/2/2026 | Valmark Advisers Inc. | 841,093 | $28.07M | 0.3% | +11.3% | 0.311% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 22,267 | $743K | 0.1% | -5.5% | 0.008% | |
| 5/1/2026 | Lincoln Capital LLC | 28,288 | $942K | 0.2% | -1.4% | 0.010% | |
| 5/1/2026 | Fifth Third Bancorp | 47,071 | $1.57M | 0.0% | N/A | 0.017% | |
| 5/1/2026 | Sovran Advisors LLC | 107,847 | $3.60M | 0.3% | +6.1% | 0.040% | |
| 5/1/2026 | EQ Wealth Advisors LLC | 116,060 | $3.87M | 2.3% | +12.6% | 0.043% | |
| 5/1/2026 | Signature Resources Capital Management LLC | 31,826 | $1.06M | 0.5% | +8.9% | 0.012% | |
| 5/1/2026 | Simplicity Wealth LLC | 9,227 | $308K | 0.0% | +12.3% | 0.003% | |
| 4/30/2026 | Kestra Advisory Services LLC | 1,565,128 | $52.23M | 0.2% | +10.9% | 0.582% | |
| 4/30/2026 | Money Concepts Capital Corp | 14,440 | $482K | 0.0% | +9.4% | 0.005% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 67,088 | $2.24M | 0.1% | -49.0% | 0.025% | |
| 4/29/2026 | Cvfg LLC | 106,771 | $3.56M | 0.4% | +8.9% | 0.040% | |
| 4/29/2026 | Advance Capital Management Inc. | 48,369 | $1.61M | 0.1% | +9.7% | 0.018% | |
| 4/29/2026 | ORBA Wealth Advisors L.L.C. | 62,210 | $2.08M | 2.5% | -16.8% | 0.023% | |
| 4/28/2026 | Compton Financial Group LLC | 171,913 | $5.74M | 1.3% | +2,463.6% | 0.064% | |
| 4/28/2026 | Stephens Inc. AR | 463,778 | $15.48M | 0.2% | +25.0% | 0.173% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 16,560 | $553K | 0.1% | -2.9% | 0.006% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 171,335 | $5.72M | 0.4% | +1.5% | 0.064% | |
| 4/28/2026 | Latitude Advisors LLC | 45,246 | $1.51M | 0.7% | +19.7% | 0.017% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 61,950 | $2.07M | 0.5% | +1.5% | 0.023% | |
| 4/27/2026 | Burford Brothers Inc. | 164,024 | $5.47M | 2.2% | +0.4% | 0.061% | |
| 4/27/2026 | HB Wealth Management LLC | 22,124 | $738K | 0.0% | -15.0% | 0.008% | |
| 4/27/2026 | BIP Wealth LLC | 715,977 | $23.89M | 1.0% | +4.9% | 0.268% | |
| 4/27/2026 | World Investment Advisors | 82,081 | $2.74M | 0.0% | +57.2% | 0.031% | |
| 4/27/2026 | Private Advisor Group LLC | 745,203 | $24.87M | 0.1% | -14.6% | 0.279% | |
| 4/25/2026 | Seamount Financial Group Inc. | 52,131 | $1.74M | 0.8% | +31.4% | 0.020% | |
| 4/25/2026 | Clarity Wealth Advisors LLC | 340,231 | $11.35M | 2.3% | +7.0% | 0.127% | |
| 4/25/2026 | Northwest Financial Advisors | 64,383 | $2.15M | 4.1% | +6.6% | 0.024% | |
| 4/25/2026 | NavPoint Financial Inc. | 252,942 | $8.44M | 3.4% | +0.3% | 0.095% | |
| 4/25/2026 | KPP Advisory Services LLC | 8,921 | $298K | 0.0% | -8.0% | 0.003% | |
| 4/24/2026 | Root Financial Partners LLC | 4,080 | $136K | 0.0% | -26.4% | 0.002% | |
| 4/24/2026 | Merited Wealth LLC | 71,025 | $2.37M | 2.0% | -5.4% | 0.027% | |
| 4/24/2026 | Balentine LLC | 182,816 | $6.10M | 0.2% | -1.1% | 0.068% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 15,453 | $516K | 0.1% | +58.6% | 0.006% | |
| 4/23/2026 | Investment Planning Advisors Inc. | 20,270 | $676K | 0.2% | +1.9% | 0.008% | |
| 4/23/2026 | Apollon Wealth Management LLC | 452,270 | $15.09M | 0.2% | +7.9% | 0.169% | |
| 4/23/2026 | Vicus Capital | 9,542 | $318K | 0.0% | +15.5% | 0.004% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 24,444 | $816K | 0.0% | +162.6% | 0.009% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,085,698 | $36.23M | 0.1% | +23.2% | 0.407% | |
| 4/22/2026 | MFA Wealth Services | 10,739 | $358K | 0.2% | +14.5% | 0.004% | |
| 4/21/2026 | Financial Council LLC | 1,558,410 | $52.00M | 20.1% | +5.1% | 0.587% | |
| 4/21/2026 | SmartHarvest Portfolios LLC | 8,500 | $284K | 0.1% | N/A | 0.003% | |
| 4/21/2026 | AA Financial Advisors LLC | 284,226 | $9.49M | 1.3% | -12.7% | 0.107% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 337,869 | $11.28M | 0.8% | N/A | 0.127% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 95,696 | $3.19M | 0.0% | +15.2% | 0.036% | |
| 4/20/2026 | RFG Advisory LLC | 51,414 | $1.72M | 0.0% | +3.4% | 0.019% | |
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| 4/17/2026 | Trinity Wealth Management LLC | 9,032 | $301K | 0.1% | +23.4% | 0.003% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 33,733 | $1.13M | 0.3% | -25.6% | 0.013% | |
| 4/17/2026 | Stonebridge Financial Group LLC MO | 38,045 | $1.27M | 1.1% | -1.3% | 0.014% | |
| 4/17/2026 | Financial Management Network Inc. | 190,849 | $6.83M | 1.0% | +0.8% | 0.072% | |
| 4/17/2026 | Sweeney & Michel LLC | 48,199 | $1.75M | 0.5% | +4.3% | 0.018% | |
| 4/17/2026 | Johnson Bixby & Associates LLC | 184,157 | $6.15M | 0.8% | -6.0% | 0.069% | |
| 4/16/2026 | Balboa Wealth Partners | 15,309 | $511K | 0.1% | +4.1% | 0.006% | |
| 4/16/2026 | Founders Financial Securities LLC | 169,533 | $6.07M | 0.4% | +32.0% | 0.065% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 38,089 | $1.27M | 0.1% | +45.1% | 0.015% | |
| 4/15/2026 | Weatherly Asset Management L. P. | 33,609 | $1.12M | 0.1% | +0.8% | 0.013% | |