| 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% | |
| 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% | |
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| 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% | |
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| 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% | |
| 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% | |
| 3/23/2026 | J. Derek Lewis & Associates Inc. | 584,262 | $20.25M | 4.7% | N/A | 0.239% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 166,190 | $5.76M | 0.0% | +60.0% | 0.068% | |
| 3/13/2026 | World Investment Advisors | 52,215 | $1.81M | 0.0% | +87.3% | 0.021% | |
| 3/10/2026 | Advisortrust Partners LLC | 6,849 | $237K | 0.1% | N/A | 0.003% | |
| 3/9/2026 | Corient Private Wealth LLC | 583,555 | $20.22M | 0.0% | -14.9% | 0.239% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 5,841 | $202K | 0.2% | N/A | 0.002% | |
| 2/26/2026 | Oak Grove Capital LLC | 7,107 | $246K | 0.0% | N/A | 0.003% | |
| 2/26/2026 | TD Capital Management LLC | 1,387 | $48K | 0.0% | N/A | 0.001% | |
| 2/23/2026 | Kera Capital Partners Inc. | 219,467 | $7.98M | 1.0% | +3.7% | 0.090% | |
| 2/20/2026 | Ruggaard & Associates LLC | 247,414 | $8.57M | 3.4% | -7.3% | 0.101% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 131,499 | $4.56M | 0.1% | +2.1% | 0.054% | |
| 2/19/2026 | Corient Private Wealth LLC | 20,211,701 | $700.34M | 0.4% | +2,846.3% | 8.283% | |
| 2/19/2026 | Royal Harbor Partners LLC | 281,527 | $9.76M | 3.2% | -1.1% | 0.115% | |
| 2/18/2026 | Ameriflex Group Inc. | 1,401 | $49K | 0.0% | +47.5% | 0.001% | |
| 2/18/2026 | High Falls Advisors Inc | 9,251 | $321K | 0.1% | +7.0% | 0.004% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 18,804 | $652K | 0.0% | -4.9% | 0.008% | |
| 2/18/2026 | Summit Global Investments | 14,668 | $508K | 0.0% | +8.4% | 0.006% | |
| 2/18/2026 | Raymond James Financial Inc. | 13,130,315 | $454.97M | 0.1% | +9.3% | 5.381% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 641,378 | $22.22M | 0.2% | +0.4% | 0.263% | |
| 2/18/2026 | EP Wealth Advisors LLC | 52,453 | $1.82M | 0.0% | N/A | 0.021% | |
| 2/18/2026 | Troutman Wealth Management LLC | 11,089 | $384K | 0.3% | N/A | 0.005% | |
| 2/18/2026 | Vermillion & White Wealth Management Group LLC | 3,647 | $126K | 0.1% | +10.6% | 0.001% | |
| 2/18/2026 | NewEdge Advisors LLC | 1,516,092 | $52.53M | 0.2% | +8.2% | 0.621% | |
| 2/18/2026 | VestGen Investment Management | 6,699 | $232K | 0.1% | -4.4% | 0.003% | |
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| 2/18/2026 | Vertex Planning Partners LLC | 6,874 | $238K | 0.1% | +6.7% | 0.003% | |
| 2/18/2026 | VestGen Advisors LLC | 80,903 | $2.80M | 0.1% | -65.1% | 0.033% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 288,179 | $9.99M | 0.7% | +0.5% | 0.118% | |
| 2/18/2026 | IHT Wealth Management LLC | 11,589 | $402K | 0.0% | +43.7% | 0.005% | |
| 2/18/2026 | BNB Wealth Management LLC | 335,837 | $11.64M | 7.5% | N/A | 0.138% | |
| 2/17/2026 | AQR Capital Management LLC | 9,968 | $345K | 0.0% | +48.9% | 0.004% | |
| 2/17/2026 | Cetera Investment Advisers | 7,734,465 | $268.00M | 0.3% | +9.7% | 3.170% | |
| 2/17/2026 | Equitable Holdings Inc. | 253,920 | $8.80M | 0.1% | +27.3% | 0.104% | |
| 2/17/2026 | Kovack Advisors Inc. | 9,163 | $318K | 0.0% | +10.4% | 0.004% | |
| 2/17/2026 | Miller Capital Partners Inc. | 1,184 | $41K | 0.0% | N/A | 0.000% | |