| 10/14/2026 | Trinity Wealth Management LLC | 5,247 | $209K | 0.1% | -43.9% | 0.002% | |
| 10/13/2026 | Forvis Mazars Wealth Advisors LLC | 6,291 | $250K | 0.0% | +7.5% | 0.002% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 8,523 | $339K | 0.0% | -36.9% | 0.003% | |
| 10/10/2026 | Wealth Science Advisors LLC | 696,356 | $27.70M | 12.1% | +4.1% | 0.229% | |
| 10/10/2026 | Harpswell Capital Advisors LLC | 6,300 | $251K | 0.2% | -17.1% | 0.002% | |
| 10/9/2026 | Lincoln Capital LLC | 46,423 | $1.85M | 0.3% | +34.2% | 0.015% | |
| 10/9/2026 | Bill Few Associates Inc. | 134,867 | $5.37M | 1.0% | +8.7% | 0.044% | |
| 10/9/2026 | LifeGoal Investments LLC | 583,487 | $23.21M | 7.1% | +8.7% | 0.192% | |
| 10/9/2026 | First Heartland Consultants Inc. | 41,823 | $1.66M | 0.1% | +11.4% | 0.014% | |
| 10/9/2026 | GAMMA Investing LLC | 2,222 | $88K | 0.0% | +201.5% | 0.001% | |
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| 10/8/2026 | Farther Finance Advisors LLC | 198,417 | $7.89M | 0.1% | -11.8% | 0.065% | |
| 10/8/2026 | Titleist Asset Management LLC | 50,242 | $2.00M | 0.1% | -0.7% | 0.017% | |
| 10/7/2026 | Venture Visionary Partners LLC | 121,268 | $4.82M | 0.1% | +16.3% | 0.040% | |
| 10/7/2026 | Silvia Mccoll Wealth Management LLC | 111,565 | $4.44M | 2.6% | +2.6% | 0.037% | |
| 10/2/2026 | Private Client Services LLC | 16,047 | $638K | 0.2% | +24.6% | 0.005% | |
| 10/1/2026 | Stonebridge Financial Group LLC | 507,591 | $20.19M | 1.4% | +10.8% | 0.168% | |
| 9/23/2026 | QRG Capital Management Inc. | 4,834 | $205K | 0.0% | N/A | 0.002% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 157,851 | $6.68M | 0.0% | +9.1% | 0.050% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 8,300 | $351K | 0.0% | -5.9% | 0.003% | |
| 9/9/2026 | MCF Advisors LLC | 577,700 | $24.45M | 0.9% | N/A | 0.200% | |
| 9/9/2026 | Capital Analysts LLC | 298,241 | $12.62M | 0.3% | +14.2% | 0.103% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 433,271 | $18.34M | 0.1% | +1.0% | 0.150% | |
| 9/9/2026 | RFG Advisory LLC | 50,384 | $2.13M | 0.0% | -2.0% | 0.017% | |
| 9/9/2026 | NewEdge Advisors LLC | 1,713,417 | $72.53M | 0.2% | +3.0% | 0.592% | |
| 9/9/2026 | IFP Advisors Inc | 7,614 | $322K | 0.0% | +61.8% | 0.003% | |
| 9/9/2026 | Baird Financial Group Inc. | 1,438,602 | $60.90M | 0.1% | +22.0% | 0.497% | |
| 9/8/2026 | Waverly Advisors LLC | 21,070 | $892K | 0.0% | N/A | 0.007% | |
| 9/2/2026 | Capital & Planning LLC | 27,035 | $1.14M | 0.6% | +1.6% | 0.009% | |
| 8/27/2026 | Corient Private Wealth LP | 478,630 | $20.26M | 0.0% | -9.4% | 0.165% | |
| 8/25/2026 | Advus Financial Partners LLC | 34,181 | $1.45M | 0.3% | -13.2% | 0.012% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 217,966 | $9.23M | 0.2% | +126.4% | 0.075% | |
| 8/23/2026 | Kintra Wealth LLC | 56,892 | $2.35M | 0.1% | +136.9% | 0.020% | |
| 8/23/2026 | Endeavor Private Wealth Inc. | 119,037 | $5.04M | 1.2% | +1.3% | 0.041% | |
| 8/23/2026 | HB Wealth Management LLC | 34,624 | $1.47M | 0.0% | +56.5% | 0.012% | |
| 8/23/2026 | Nvest Financial LLC | 8,115 | $344K | 0.1% | -3.6% | 0.003% | |
| 8/22/2026 | Hopwood Nicholas Hunter | 158,961 | $6.73M | 1.9% | N/A | 0.055% | |
| 8/22/2026 | Tudor Financial Inc. | 19,963 | $845K | 0.4% | +1,229.1% | 0.007% | |
| 8/22/2026 | Sapient Capital LLC | 7,010 | $297K | 0.0% | +12.0% | 0.002% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 109,464 | $4.63M | 0.0% | +4.7% | 0.038% | |
| 8/22/2026 | Burford Brothers Inc. | 164,755 | $6.97M | 2.6% | +0.4% | 0.057% | |
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| 8/21/2026 | Smallwood Wealth Investment Management LLC | 117,463 | $4.97M | 2.2% | +1.6% | 0.041% | |
| 8/21/2026 | Continuum Advisory LLC | 3,100 | $131K | 0.0% | N/A | 0.001% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 75,395 | $3.19M | 0.6% | +21.7% | 0.026% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 5,154 | $218K | 0.0% | N/A | 0.002% | |
| 8/20/2026 | RPg Family Wealth Advisory LLC | 143,812 | $6.09M | 1.0% | -1.2% | 0.050% | |
| 7/10/2026 | KWB Wealth | 488,425 | $20.68M | 1.8% | +29.6% | 0.172% | |
| 7/10/2026 | A&I Financial Services LLC | 103,762 | $4.39M | 1.9% | +11.1% | 0.037% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 6,971 | $295K | 0.0% | +15.4% | 0.002% | |
| 7/9/2026 | Sapient Capital LLC | 7,010 | $297K | 0.0% | +12.0% | 0.002% | |
| 7/9/2026 | Wealth Science Advisors LLC | 669,120 | $28.32M | 12.6% | +5.1% | 0.236% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 13,509 | $572K | 0.0% | +68.1% | 0.005% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 1,975 | $84K | 0.0% | +27.4% | 0.001% | |
| 7/8/2026 | Beacon Financial Strategies CORP | 1,820 | $77K | 0.0% | N/A | 0.001% | |
| 7/8/2026 | First Heartland Consultants Inc. | 37,530 | $1.59M | 0.1% | +3.2% | 0.013% | |
| 7/8/2026 | LifeGoal Investments LLC | 536,940 | $22.73M | 10.4% | +13.3% | 0.189% | |
| 7/8/2026 | Lincoln Capital LLC | 34,590 | $1.46M | 0.3% | +22.3% | 0.012% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 23,641 | $1.00M | 0.1% | +6.2% | 0.008% | |
| 7/7/2026 | Bill Few Associates Inc. | 124,058 | $5.25M | 1.1% | +8.2% | 0.044% | |
| 7/7/2026 | Trinity Wealth Management LLC | 9,360 | $396K | 0.1% | +3.6% | 0.003% | |
| 7/7/2026 | M.E. Allison & CO. Inc. | 32,474 | $1.38M | 0.8% | +25.3% | 0.011% | |
| 7/7/2026 | CoreCap Advisors LLC | 1,711 | $72K | 0.0% | +30.1% | 0.001% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 458,129 | $19.39M | 1.5% | +1.0% | 0.162% | |
| 7/6/2026 | Private Client Services LLC | 12,879 | $545K | 0.1% | N/A | 0.005% | |
| 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% | |
| 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% | |
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| 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% | |