| 6/26/2026 | WealthPoint Financial LLC | 2,513 | $230K | 0.2% | N/A | 0.005% | |
| 6/3/2026 | DV Trading LLC | 22,265 | $2.04M | 0.0% | N/A | 0.040% | |
| 6/3/2026 | NewEdge Advisors LLC | 15,272 | $1.40M | 0.0% | -83.3% | 0.027% | |
| 6/1/2026 | Keel Point LLC | 2,213 | $203K | 0.0% | N/A | 0.004% | |
| 5/22/2026 | Wellington Grp LLC | 325 | $30K | 0.0% | -26.1% | 0.001% | |
| 5/19/2026 | Western Wealth Management LLC | 420 | $38K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 6,433 | $589K | 0.0% | -93.0% | 0.012% | |
| 5/19/2026 | Bank of America Corp DE | 2,654,014 | $242.90M | 0.0% | +1.0% | 4.756% | |
| 5/19/2026 | Cim LLC | 43,472 | $3.98M | 0.6% | -1.1% | 0.078% | |
| 5/19/2026 | Strategic Investment Advisors MI | 105,804 | $9.66M | 0.7% | +8.5% | 0.190% | |
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| 5/18/2026 | EverSource Wealth Advisors LLC | 4,519 | $414K | 0.0% | -16.5% | 0.008% | |
| 5/18/2026 | Talon Private Wealth LLC | 23,912 | $2.19M | 0.3% | N/A | 0.043% | |
| 5/18/2026 | Royal Bank of Canada | 384,062 | $35.15M | 0.0% | -2.7% | 0.688% | |
| 5/18/2026 | Estate Counselors LLC | 230,144 | $21.06M | 1.9% | +72.7% | 0.412% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,932 | $634K | 0.0% | N/A | 0.012% | |
| 5/15/2026 | Waverly Advisors LLC | 33,736 | $3.09M | 0.0% | -3.0% | 0.060% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 37,719 | $3.45M | 1.7% | N/A | 0.068% | |
| 5/14/2026 | Renaissance Technologies LLC | 12,200 | $1.12M | 0.0% | N/A | 0.022% | |
| 5/14/2026 | Hilltop Holdings Inc. | 3,348 | $306K | 0.0% | +46.1% | 0.006% | |
| 5/13/2026 | Cetera Investment Advisers | 121,412 | $11.11M | 0.0% | -91.5% | 0.218% | |
| 5/13/2026 | First Trust Advisors LP | 19,867 | $1.82M | 0.0% | N/A | 0.036% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 753,977 | $69.00M | 0.0% | -3.6% | 1.351% | |
| 5/8/2026 | Johnson Financial Group Inc. | 10,258 | $939K | 0.0% | -5.7% | 0.018% | |
| 5/7/2026 | Balefire LLC | 3,598 | $329K | 0.1% | +8.0% | 0.006% | |
| 5/7/2026 | AlphaCentric Advisors LLC | 5,093 | $466K | 0.5% | +8.9% | 0.009% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 2,597 | $238K | 0.1% | -5.6% | 0.005% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 8,273 | $757K | 0.1% | N/A | 0.015% | |
| 5/7/2026 | Hershey Financial Advisers LLC | 50,884 | $4.66M | 4.0% | +25.5% | 0.091% | |
| 5/6/2026 | Dorsey Wright & Associates | 29,291 | $2.68M | 0.3% | +603.9% | 0.052% | |
| 5/6/2026 | SK Wealth Management LLC | 9,507 | $886K | 0.2% | -3.2% | 0.017% | |
| 5/6/2026 | Modera Wealth Management LLC | 131,389 | $12.03M | 0.1% | -6.4% | 0.235% | |
| 5/6/2026 | Assetmark Inc. | 842,982 | $77.15M | 0.2% | -7.5% | 1.511% | |
| 5/6/2026 | Main Street Group LTD | 1,066 | $98K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Bessemer Group Inc. | 1,215,879 | $111.28M | 0.2% | +7.4% | 2.179% | |
| 5/6/2026 | Independent Financial Group LLC | 15,957 | $1.46M | 0.0% | N/A | 0.029% | |
| 5/5/2026 | Wealthfront Advisers LLC | 2,294 | $210K | 0.0% | N/A | 0.004% | |
| 5/5/2026 | D.A. Davidson & CO. | 13,495 | $1.24M | 0.0% | +83.6% | 0.024% | |
| 5/5/2026 | Midwest Professional Planners LTD. | 38,939 | $3.56M | 0.8% | N/A | 0.070% | |
| 5/5/2026 | Schwallier Wealth Management LLC | 5,748 | $526K | 0.4% | N/A | 0.010% | |
| 5/5/2026 | Advisors Preferred LLC | 125,232 | $11.46M | 1.7% | +71.2% | 0.224% | |
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| 5/5/2026 | Sanctuary Advisors LLC | 30,821 | $2.82M | 0.0% | +1.5% | 0.055% | |
| 5/5/2026 | Sterling Investment Advisors Ltd. | 54,361 | $4.98M | 0.8% | +0.2% | 0.097% | |
| 5/5/2026 | Sigma Planning Corp | 10,692 | $979K | 0.0% | -2.0% | 0.019% | |
| 5/4/2026 | Calamos Wealth Management LLC | 3,680 | $337K | 0.0% | -28.1% | 0.007% | |
| 5/4/2026 | Calamos Advisors LLC | 3,680 | $337K | 0.0% | -80.0% | 0.007% | |
| 5/4/2026 | AMG National Trust Bank | 133,926 | $12.26M | 0.3% | +5.8% | 0.240% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 43,527 | $4.40M | 0.1% | -5.1% | 0.078% | |
| 5/4/2026 | One Wealth Map LLC | 371,488 | $34.00M | 15.2% | -6.1% | 0.666% | |
| 5/4/2026 | Brindle & Bay Financial Advisors LLC | 56,593 | $5.18M | 3.2% | +12.5% | 0.101% | |
| 5/2/2026 | Diversify Wealth Management LLC | 5,080 | $507K | 0.0% | +37.6% | 0.009% | |
| 5/1/2026 | Midwest Trust Co | 6,815 | $624K | 0.0% | +78.6% | 0.012% | |
| 5/1/2026 | Fifth Third Bancorp | 8,840 | $809K | 0.0% | N/A | 0.016% | |
| 5/1/2026 | Petix & Botte Co | 71,092 | $6.51M | 1.4% | -5.5% | 0.130% | |
| 4/30/2026 | Graetz Wealth LLC | 34,399 | $3.15M | 2.8% | +19.1% | 0.063% | |
| 4/30/2026 | Kestra Advisory Services LLC | 29,151 | $2.67M | 0.0% | +2.3% | 0.053% | |
| 4/30/2026 | Money Concepts Capital Corp | 2,389 | $219K | 0.0% | -28.5% | 0.004% | |
| 4/29/2026 | Horst & Graben Wealth Management LLC | 8,875 | $894K | 0.1% | -7.7% | 0.016% | |
| 4/29/2026 | Sage Rhino Capital LLC | 11,561 | $1.06M | 0.2% | +2.8% | 0.021% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 16,515 | $1.54M | 0.0% | -7.3% | 0.030% | |
| 4/28/2026 | Berger Financial Group Inc | 2,979 | $273K | 0.0% | -9.1% | 0.005% | |
| 4/28/2026 | Wealth Management Resources Inc. | 5,355 | $490K | 0.2% | -24.0% | 0.010% | |
| 4/27/2026 | PFG Investments LLC | 5,317 | $487K | 0.0% | N/A | 0.010% | |
| 4/27/2026 | World Investment Advisors | 15,978 | $1.46M | 0.0% | -74.0% | 0.030% | |
| 4/27/2026 | Private Advisor Group LLC | 65,025 | $5.95M | 0.0% | -31.3% | 0.121% | |
| 4/25/2026 | Smithbridge Asset Management Inc. DE | 7,433 | $680K | 0.1% | -51.1% | 0.014% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 4,203 | $385K | 0.0% | N/A | 0.008% | |
| 4/23/2026 | Financial & Tax Architects LLC | 105,088 | $9.62M | 2.1% | N/A | 0.195% | |
| 4/23/2026 | Powell Investment Advisors LLC | 30,227 | $2.77M | 1.0% | -1.4% | 0.056% | |
| 4/23/2026 | Flagstar Advisors Inc. | 16,964 | $1.55M | 0.6% | +2.2% | 0.031% | |
| 4/23/2026 | Bigelow Investment Advisors LLC | 6,676 | $611K | 0.2% | +65.8% | 0.012% | |
| 4/23/2026 | Three Magnolias Financial Advisors LLC | 3,380 | $309K | 0.2% | -50.2% | 0.006% | |
| 4/23/2026 | Detalus Advisors LLC | 4,180 | $383K | 0.1% | -18.6% | 0.008% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 154,164 | $14.11M | 0.0% | -1.9% | 0.286% | |
| 4/21/2026 | Maridea Wealth Management LLC | 7,473 | $684K | 0.1% | -2.0% | 0.015% | |
| 4/21/2026 | HF Advisory Group LLC | 34,109 | $3.12M | 1.1% | +3.2% | 0.070% | |
| 4/21/2026 | Independent Wealth Network Inc. | 3,722 | $341K | 0.1% | N/A | 0.008% | |
| 4/21/2026 | Aegis Wealth Management Inc. | 8,838 | $809K | 0.6% | -93.6% | 0.018% | |
| 4/21/2026 | FSC Wealth Advisors LLC | 4,728 | $433K | 8.3% | -92.2% | 0.010% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 4,658 | $426K | 0.0% | -77.9% | 0.010% | |
| 4/18/2026 | Faithward Advisors LLC | 4,914 | $450K | 0.1% | -3.6% | 0.010% | |
| 4/18/2026 | Burns J W & Co. Inc. NY | 21,243 | $1.94M | 0.2% | +7.9% | 0.044% | |
| 4/17/2026 | Cottonwood Capital Advisors LLC | 10,796 | $988K | 0.7% | -2.0% | 0.022% | |
| 4/17/2026 | Certified Advisory Corp | 5,191 | $475K | 0.0% | +6.6% | 0.011% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 5,993 | $548K | 0.0% | +16.3% | 0.012% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 79,794 | $7.30M | 0.8% | +2,039.8% | 0.165% | |
| 4/17/2026 | Telos Capital Management Inc. | 9,629 | $881K | 0.1% | -3.5% | 0.020% | |
| 4/17/2026 | Ocean Park Asset Management LLC | 42,475 | $3.89M | 0.2% | +75.3% | 0.088% | |
| 4/17/2026 | XML Financial LLC | 186,523 | $17.07M | 1.4% | -0.8% | 0.385% | |
| 4/17/2026 | CPC Advisors LLC | 3,384 | $310K | 0.1% | N/A | 0.007% | |
| 4/17/2026 | Brookstone Capital Management | 21,942 | $2.01M | 0.0% | +6.7% | 0.045% | |
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| 4/17/2026 | Everstar Asset Management LLC | 23,380 | $2.14M | 1.1% | -4.5% | 0.048% | |
| 4/16/2026 | Waystone Advisors LLC | 6,907 | $632K | 0.6% | -4.1% | 0.014% | |
| 4/16/2026 | Montecito Bank & Trust | 21,846 | $2.00M | 0.3% | -1.6% | 0.045% | |
| 3/9/2026 | Corient Private Wealth LLC | 24,947 | $2.23M | 0.0% | +35.5% | 0.046% | |
| 3/6/2026 | Union Savings Bank | 764 | $68K | 0.0% | N/A | 0.001% | |
| 3/5/2026 | Bayban | 632 | $56K | 0.0% | N/A | 0.001% | |
| 3/3/2026 | Targeted Financial Services LLC | 10,340 | $922K | 0.8% | N/A | 0.019% | |
| 2/24/2026 | Anderson Financial Strategies LLC | 99,942 | $8.92M | 5.2% | +2.1% | 0.185% | |
| 2/23/2026 | MV Capital Management Inc. | 5,401 | $482K | 0.0% | N/A | 0.010% | |
| 2/20/2026 | Dorsey Wright & Associates | 4,161 | $371K | 0.1% | -9.0% | 0.008% | |