| 7/10/2026 | ALM First Financial Advisors LLC | 452,775 | $13.86M | 2.2% | -11.6% | 0.358% | |
| 7/10/2026 | A&I Financial Services LLC | 353,455 | $10.82M | 4.7% | -1.1% | 0.279% | |
| 7/9/2026 | Ares Financial Consulting LLC | 22,547 | $690K | 0.5% | -27.6% | 0.018% | |
| 7/9/2026 | Professional Financial Advisors LLC | 335,666 | $10.28M | 1.8% | +5.9% | 0.265% | |
| 7/9/2026 | Worth Asset Management LLC | 49,825 | $1.53M | 0.5% | -47.3% | 0.039% | |
| 7/8/2026 | Rockland Trust Co. | 695,808 | $21.30M | 0.8% | +10.9% | 0.550% | |
| 7/8/2026 | Ryan Investment Management Inc. | 15,755 | $482K | 0.2% | N/A | 0.012% | |
| 7/7/2026 | Fermata Advisors LLC | 193,737 | $5.93M | 1.2% | +3.7% | 0.153% | |
| 7/7/2026 | CoreCap Advisors LLC | 175,093 | $5.36M | 0.2% | +5.4% | 0.138% | |
| 7/7/2026 | City Center Advisors LLC | 27,008 | $827K | 0.7% | +3.4% | 0.021% | |
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| 7/7/2026 | Moulton Wealth Management Inc. | 24,958 | $762K | 0.5% | N/A | 0.020% | |
| 7/6/2026 | Vigilare Wealth Management | 6,718 | $206K | 0.1% | N/A | 0.005% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 60,232 | $1.84M | 0.1% | -21.8% | 0.047% | |
| 7/6/2026 | Longview Financial Advisors Inc. | 181,207 | $5.55M | 3.2% | +21.0% | 0.143% | |
| 7/6/2026 | Trilogy Capital Inc. | 29,787 | $912K | 0.0% | -5.2% | 0.023% | |
| 6/16/2026 | Empowered Funds LLC | 207,866 | $6.27M | 0.0% | +1.7% | 0.180% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 17,383 | $524K | 0.4% | N/A | 0.015% | |
| 6/3/2026 | NewEdge Advisors LLC | 91,670 | $2.76M | 0.0% | +5.2% | 0.079% | |
| 6/1/2026 | Caerus Investment Advisors LLC | 7,319 | $221K | 0.1% | N/A | 0.006% | |
| 5/27/2026 | Alpha Capital Advisors Inc. ADV | 52,201 | $1.57M | 1.5% | +5.3% | 0.045% | |
| 5/22/2026 | Verus Capital Partners LLC | 8,940 | $270K | 0.0% | N/A | 0.008% | |
| 5/21/2026 | Essential Partners LLC | 24,202 | $730K | 0.2% | +2.7% | 0.021% | |
| 5/19/2026 | NewEdge Advisors LLC | 91,670 | $2.76M | 0.1% | +5.2% | 0.079% | |
| 5/19/2026 | Bank of America Corp DE | 1,519,544 | $45.81M | 0.0% | +625.1% | 1.312% | |
| 5/19/2026 | Centaurus Financial Inc. | 39,931 | $1.20M | 0.1% | +2.0% | 0.034% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 277,807 | $8.38M | 1.1% | +2.6% | 0.240% | |
| 5/19/2026 | IFS Group LLC | 18,245 | $550K | 0.5% | N/A | 0.016% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 3,388 | $102K | 0.0% | -23.5% | 0.003% | |
| 5/18/2026 | Empire Financial Management Company LLC | 213,768 | $6.45M | 1.5% | +1.0% | 0.185% | |
| 5/18/2026 | Royal Bank of Canada | 922,338 | $27.81M | 0.0% | +21.4% | 0.796% | |
| 5/18/2026 | Empowered Funds LLC | 207,866 | $6.27M | 0.0% | +1.7% | 0.180% | |
| 5/18/2026 | Estate Counselors LLC | 23,640 | $713K | 0.1% | +99.5% | 0.020% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 297,096 | $8.96M | 2.2% | -1.7% | 0.257% | |
| 5/18/2026 | Evelyn Partners Investment Management Services Ltd | 120,554 | $3.64M | 0.4% | -5.6% | 0.104% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 59,710 | $1.80M | 0.0% | -0.6% | 0.052% | |
| 5/16/2026 | Quantinno Capital Management LP | 10,903 | $329K | 0.0% | N/A | 0.009% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 10,468 | $316K | 0.0% | N/A | 0.009% | |
| 5/14/2026 | Hilltop Holdings Inc. | 59,746 | $1.80M | 0.2% | -17.9% | 0.052% | |
| 5/14/2026 | Liberty One Investment Management LLC | 37,745 | $1.14M | 0.1% | N/A | 0.033% | |
| 5/14/2026 | Towle & Co. | 9,644 | $291K | 0.1% | N/A | 0.008% | |
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| 5/13/2026 | Cetera Investment Advisers | 286,203 | $8.63M | 0.0% | +16.1% | 0.247% | |
| 5/8/2026 | Summit Global Investments | 10,856 | $327K | 0.0% | N/A | 0.009% | |
| 5/7/2026 | Paul R. Ried Financial Group LLC | 6,697 | $202K | 0.1% | N/A | 0.006% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 8,197 | $247K | 0.0% | N/A | 0.007% | |
| 5/7/2026 | Scarborough Advisors LLC | 343,625 | $10.36M | 1.1% | -0.6% | 0.297% | |
| 5/7/2026 | Parallel Advisors LLC | 4,278 | $129K | 0.0% | N/A | 0.004% | |
| 5/6/2026 | Frontier Asset Management LLC | 21,468 | $647K | 0.1% | -4.4% | 0.019% | |
| 5/6/2026 | Dahring Cusmano LLC | 13,405 | $404K | 0.2% | N/A | 0.012% | |
| 5/5/2026 | Bank of New York Mellon Corp | 8,826 | $266K | 0.0% | -35.7% | 0.008% | |
| 5/5/2026 | SKY Mountain Capital Management Inc. | 137,123 | $4.13M | 3.0% | +37.3% | 0.118% | |
| 5/5/2026 | Ethos Financial Group LLC | 149,281 | $4.50M | 0.3% | +8.8% | 0.129% | |
| 5/5/2026 | Advisors Preferred LLC | 18,329 | $553K | 0.1% | +184.2% | 0.016% | |
| 5/5/2026 | Sanctuary Advisors LLC | 125,678 | $3.79M | 0.0% | +29.1% | 0.109% | |
| 5/4/2026 | Legacy Capital Group California Inc. | 38,819 | $1.17M | 0.4% | -11.3% | 0.034% | |
| 5/4/2026 | Glassman Wealth Services | 12,144 | $366K | 0.0% | -33.6% | 0.010% | |
| 5/4/2026 | First Growth Capital LLC | 20,076 | $607K | 0.5% | -37.2% | 0.017% | |
| 5/2/2026 | Valmark Advisers Inc. | 218,130 | $6.58M | 0.1% | -53.6% | 0.188% | |
| 5/2/2026 | R. W. Roge & Company Inc. | 87,437 | $2.64M | 1.3% | +58.0% | 0.076% | |
| 5/1/2026 | Fifth Third Bancorp | 34,114 | $1.03M | 0.0% | N/A | 0.029% | |
| 5/1/2026 | Simplicity Wealth LLC | 32,173 | $970K | 0.1% | +4.7% | 0.028% | |
| 5/1/2026 | Beacon Harbor Wealth Advisors Inc. | 447,198 | $13.48M | 2.8% | +2.3% | 0.388% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 146,677 | $4.43M | 0.1% | +103.0% | 0.127% | |
| 4/30/2026 | ATX Financial Planning LLC | 55,784 | $1.68M | 1.3% | N/A | 0.048% | |
| 4/30/2026 | Kestra Advisory Services LLC | 13,715 | $413K | 0.0% | -11.6% | 0.012% | |
| 4/30/2026 | Money Concepts Capital Corp | 46,356 | $1.40M | 0.1% | N/A | 0.040% | |
| 4/30/2026 | Beam Wealth Advisors Inc. | 24,023 | $724K | 0.2% | N/A | 0.021% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 50,418 | $1.52M | 0.2% | +42.0% | 0.044% | |
| 4/29/2026 | Richmond Investment Services LLC | 17,903 | $540K | 0.1% | N/A | 0.016% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 296,950 | $8.95M | 0.3% | +2.3% | 0.258% | |
| 4/29/2026 | Signet Private Wealth LLC | 12,232 | $369K | 0.4% | -4.4% | 0.011% | |
| 4/29/2026 | Integrated Advisors Network LLC | 10,675 | $322K | 0.0% | +4.2% | 0.009% | |
| 4/28/2026 | Collaborative Fund Advisors LLC | 93,486 | $2.82M | 1.7% | N/A | 0.081% | |
| 4/28/2026 | Ascentis Independent Advisors | 10,883 | $328K | 0.0% | N/A | 0.009% | |
| 4/28/2026 | Retirement Financial Solutions LLC | 25,128 | $758K | 0.2% | -3.9% | 0.022% | |
| 4/27/2026 | Leelyn Smith LLC | 296,205 | $8.93M | 1.3% | +15.0% | 0.256% | |
| 4/27/2026 | Canal Capital Management LLC | 55,826 | $1.68M | 0.2% | -28.6% | 0.048% | |
| 4/27/2026 | Private Advisor Group LLC | 253,270 | $7.64M | 0.0% | -41.8% | 0.219% | |
| 4/27/2026 | Trademark Financial Management LLC | 24,577 | $741K | 0.4% | N/A | 0.021% | |
| 4/25/2026 | Able Wealth Management LLC | 8,147 | $246K | 0.1% | +8.5% | 0.007% | |
| 4/25/2026 | Innova Wealth Partners | 33,574 | $1.01M | 0.5% | -92.2% | 0.029% | |
| 4/24/2026 | Fairman Group LLC | 102,256 | $3.08M | 2.6% | +14.6% | 0.088% | |
| 4/24/2026 | Ferguson Shapiro LLC | 10,220 | $308K | 0.1% | N/A | 0.009% | |
| 4/24/2026 | Lighthouse Wealth Management Inc. | 22,524 | $679K | 0.5% | +78.0% | 0.019% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 68,054 | $2.05M | 0.0% | N/A | 0.059% | |
| 4/22/2026 | Midwest Financial Group LLC | 80,922 | $2.44M | 1.0% | +0.4% | 0.070% | |
| 4/22/2026 | Trilogy Capital Inc. | 31,412 | $947K | 0.0% | +24.4% | 0.027% | |
| 4/21/2026 | Columbus Macro LLC | 45,374 | $1.37M | 0.1% | +7.4% | 0.040% | |
| 4/20/2026 | Longview Financial Advisors Inc. | 149,763 | $4.52M | 2.8% | +7.0% | 0.130% | |
| 4/20/2026 | Cardinal Point Capital Management ULC | 1,234,297 | $37.21M | 2.3% | +6.0% | 1.075% | |
| 4/20/2026 | MBM Wealth Consultants LLC | 1,002 | $30K | 0.0% | N/A | 0.001% | |
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| 4/20/2026 | RFG Advisory LLC | 23,754 | $716K | 0.0% | +124.7% | 0.021% | |
| 4/17/2026 | Prentice Wealth Management LLC | 435,694 | $13.14M | 3.0% | N/A | 0.381% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 10,835 | $327K | 0.1% | N/A | 0.009% | |
| 4/17/2026 | Worth Asset Management LLC | 94,487 | $2.85M | 1.1% | -17.1% | 0.083% | |
| 4/17/2026 | Sterneck Capital Management LLC | 131,203 | $3.96M | 1.8% | +1.6% | 0.115% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 1,135 | $34K | 0.0% | N/A | 0.001% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 200,174 | $6.04M | 3.6% | +2.2% | 0.175% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 28,216 | $792K | 0.0% | +250.3% | 0.035% | |
| 2/27/2026 | Arwa LLC | 28,845 | $809K | 0.5% | N/A | 0.036% | |
| 2/19/2026 | First Growth Capital LLC | 31,944 | $978K | 1.0% | N/A | 0.039% | |