| 10/9/2026 | Williams & Novak Wealth Management LLC | 24,527 | $1.14M | 0.7% | +4.2% | 0.015% | |
| 10/9/2026 | BOS Asset Management LLC | 29,518 | $1.37M | 0.3% | +10.6% | 0.017% | |
| 10/9/2026 | Chapin Davis Inc. | 6,127 | $285K | 0.1% | N/A | 0.004% | |
| 10/9/2026 | Financial Designs Corp | 309,129 | $14.37M | 7.4% | N/A | 0.183% | |
| 10/9/2026 | Prota Financial LLC | 135,192 | $6.28M | 4.0% | +1.1% | 0.080% | |
| 10/9/2026 | First Heartland Consultants Inc. | 9,300 | $432K | 0.0% | N/A | 0.005% | |
| 10/8/2026 | Farther Finance Advisors LLC | 83,605 | $3.89M | 0.0% | +24.1% | 0.049% | |
| 10/8/2026 | CoreCap Advisors LLC | 4,185 | $195K | 0.0% | -10.0% | 0.002% | |
| 10/8/2026 | Atwood & Palmer Inc. | 2,130 | $99K | 0.0% | N/A | 0.001% | |
| 10/7/2026 | Investors Research Corp | 210,864 | $9.80M | 1.6% | +3.5% | 0.125% | |
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| 10/5/2026 | Rosenberg Matthew Hamilton | 4,896 | $228K | 0.0% | -17.8% | 0.003% | |
| 10/2/2026 | Private Client Services LLC | 6,320 | $294K | 0.1% | N/A | 0.004% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 3,635,616 | $166.15M | 0.0% | +8.9% | 2.199% | |
| 9/11/2026 | Talon Private Wealth LLC | 54,212 | $2.48M | 0.3% | N/A | 0.033% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 628,175 | $28.71M | 0.1% | -11.6% | 0.386% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 36,432 | $1.67M | 0.0% | -1.2% | 0.022% | |
| 9/9/2026 | NewEdge Advisors LLC | 468,004 | $21.39M | 0.1% | +5.0% | 0.288% | |
| 9/9/2026 | Baird Financial Group Inc. | 24,042 | $1.10M | 0.0% | -53.4% | 0.015% | |
| 9/8/2026 | Allworth Financial LP | 50,992 | $2.33M | 0.0% | +0.8% | 0.031% | |
| 8/27/2026 | Corient Private Wealth LP | 11,366 | $519K | 0.0% | +4.4% | 0.007% | |
| 8/25/2026 | Financial Insights Inc. | 75,545 | $3.45M | 0.9% | +0.8% | 0.046% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 6,311 | $288K | 0.0% | N/A | 0.004% | |
| 8/23/2026 | Operose Advisors LLC | 2,750 | $126K | 0.0% | N/A | 0.002% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 17,128 | $783K | 0.0% | +3.3% | 0.011% | |
| 8/21/2026 | Carter Financial Group INC. | 181,372 | $8.29M | 4.4% | +0.8% | 0.112% | |
| 8/21/2026 | Tsfg LLC | 1,386 | $63K | 0.0% | +31.0% | 0.001% | |
| 8/13/2026 | Capital Square LLC | 95,701 | $4.45M | 2.0% | N/A | 0.059% | |
| 7/10/2026 | Investors Research Corp | 203,662 | $9.31M | 1.7% | +2.8% | 0.125% | |
| 7/10/2026 | Financial Designs Corp | 305,384 | $13.96M | 7.5% | +1.5% | 0.194% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 135,377 | $6.19M | 0.1% | +6.9% | 0.086% | |
| 7/9/2026 | Key Client Fiduciary Advisors LLC | 28,125 | $1.29M | 0.4% | -17.6% | 0.018% | |
| 7/9/2026 | Baron Financial Group LLC | 107,039 | $4.89M | 2.3% | +1.4% | 0.068% | |
| 7/9/2026 | Roan Capital Partners | 81,543 | $3.73M | 3.1% | N/A | 0.052% | |
| 7/8/2026 | Williams & Novak LLC | 23,539 | $1.08M | 0.7% | +155.0% | 0.015% | |
| 7/8/2026 | First Heartland Consultants Inc. | 40,378 | $1.85M | 0.1% | +1.7% | 0.026% | |
| 7/8/2026 | Chapin Davis Inc. | 5,369 | $245K | 0.0% | +8.1% | 0.003% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 67,536 | $3.09M | 0.1% | +5.3% | 0.043% | |
| 7/7/2026 | Prota Financial LLC | 133,769 | $6.13M | 4.0% | -1.7% | 0.085% | |
| 7/7/2026 | CoreCap Advisors LLC | 4,652 | $213K | 0.0% | +41.4% | 0.003% | |
| 7/6/2026 | RDA Financial Network | 39,599 | $1.81M | 0.4% | -7.7% | 0.025% | |
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| 7/6/2026 | Trilogy Capital Inc. | 148,675 | $6.79M | 0.3% | +2.2% | 0.094% | |
| 6/3/2026 | NewEdge Advisors LLC | 445,626 | $19.99M | 0.1% | +7.4% | 0.293% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 262,887 | $12.16M | 1.5% | +121.7% | 0.173% | |
| 5/27/2026 | Capasso Planning Partners LLC | 11,014 | $494K | 0.3% | -2.7% | 0.007% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 19,144 | $857K | 0.1% | +47.5% | 0.013% | |
| 5/19/2026 | Royal Fund Management LLC | 6,056 | $272K | 0.0% | +13.5% | 0.004% | |
| 5/19/2026 | Bank of America Corp DE | 510,646 | $22.90M | 0.0% | +24.0% | 0.336% | |
| 5/19/2026 | Financial Insights Inc. | 74,920 | $3.36M | 1.1% | +5.8% | 0.049% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 105,672 | $4.84M | 2.4% | +29.8% | 0.070% | |
| 5/19/2026 | Centaurus Financial Inc. | 5,485 | $246K | 0.0% | +133.8% | 0.004% | |
| 5/19/2026 | Arkadios Wealth Advisors | 24,540 | $1.10M | 0.0% | +25.0% | 0.016% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 153,620 | $6.89M | 0.2% | +105.5% | 0.101% | |
| 5/18/2026 | Royal Bank of Canada | 1,779,901 | $79.83M | 0.0% | +4.6% | 1.171% | |
| 5/18/2026 | Reliant Wealth Planning | 1,058,336 | $47.47M | 14.3% | +4.0% | 0.697% | |
| 5/16/2026 | Quantinno Capital Management LP | 6,461 | $290K | 0.0% | N/A | 0.004% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 42,516 | $1.91M | 0.1% | +83.7% | 0.028% | |
| 5/14/2026 | Renaissance Technologies LLC | 28,800 | $1.29M | 0.0% | +245.7% | 0.019% | |
| 5/14/2026 | Hilltop Holdings Inc. | 25,593 | $1.15M | 0.1% | N/A | 0.017% | |
| 5/14/2026 | Modern Wealth Management LLC | 184,120 | $8.27M | 0.1% | -32.0% | 0.121% | |
| 5/14/2026 | Lido Advisors LLC | 17,898 | $803K | 0.0% | -14.5% | 0.012% | |
| 5/13/2026 | Cetera Investment Advisers | 1,057,026 | $47.41M | 0.1% | +11.5% | 0.696% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 9,383 | $421K | 0.0% | N/A | 0.006% | |
| 5/7/2026 | Carson Advisory Inc. | 23,623 | $1.06M | 0.5% | +1.7% | 0.016% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 56,869 | $2.55M | 0.7% | +10.1% | 0.037% | |
| 5/6/2026 | Clifford Swan Investment Counsel LLC | 8,700 | $390K | 0.0% | N/A | 0.006% | |
| 5/6/2026 | MTM Investment Management LLC | 187,715 | $8.42M | 2.7% | +6.3% | 0.124% | |
| 5/6/2026 | Ranch Capital Advisors Inc. | 94,996 | $4.26M | 1.5% | +3.6% | 0.063% | |
| 5/6/2026 | SteelPeak Wealth LLC | 7,065 | $317K | 0.0% | -52.5% | 0.005% | |
| 5/6/2026 | Independent Financial Group LLC | 24,517 | $1.10M | 0.0% | N/A | 0.016% | |
| 5/5/2026 | Noesis Capital Mangement Corp | 72,061 | $3.23M | 0.5% | +0.8% | 0.047% | |
| 5/5/2026 | Wealthfront Advisers LLC | 42,284 | $1.90M | 0.0% | +52.0% | 0.028% | |
| 5/5/2026 | Bank of New York Mellon Corp | 362,731 | $16.27M | 0.0% | +42.0% | 0.239% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 11,630 | $522K | 0.0% | +678.4% | 0.008% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 54,477 | $2.44M | 1.1% | -49.8% | 0.036% | |
| 5/5/2026 | Sigma Planning Corp | 39,854 | $1.79M | 0.0% | +13.4% | 0.026% | |
| 5/5/2026 | Cornerstone Advisory LLC | 4,503 | $202K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Retirement Planning Group LLC | 3,180,704 | $142.66M | 4.4% | +9.9% | 2.093% | |
| 5/4/2026 | NBZ Investment Advisors LLC | 528,700 | $23.71M | 10.4% | +2.9% | 0.348% | |
| 5/4/2026 | Illumine Investment Management LLC | 18,600 | $834K | 0.6% | +44.8% | 0.012% | |
| 5/4/2026 | HBW Advisory Services LLC | 16,170 | $725K | 0.1% | -18.1% | 0.011% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 870,390 | $39.04M | 11.5% | +3.6% | 0.573% | |
| 5/2/2026 | CAP Partners LLC | 36,113 | $1.62M | 0.9% | -2.9% | 0.024% | |
| 5/1/2026 | Midwest Trust Co | 43,834 | $1.97M | 0.0% | -2.4% | 0.029% | |
| 5/1/2026 | Fifth Third Bancorp | 65,269 | $2.93M | 0.0% | +1,096.3% | 0.043% | |
| 5/1/2026 | Sachetta LLC | 21,338 | $957K | 0.5% | +1.2% | 0.014% | |
| 5/1/2026 | WealthShield Partners LLC | 10,563 | $474K | 0.1% | +22.7% | 0.007% | |
| 5/1/2026 | Farrow Financial Inc. | 114,277 | $5.13M | 2.9% | +1.2% | 0.076% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 710,559 | $31.87M | 0.2% | -5.7% | 0.470% | |
| 4/30/2026 | Kestra Advisory Services LLC | 24,001 | $1.08M | 0.0% | +12.9% | 0.016% | |
| 4/30/2026 | Money Concepts Capital Corp | 7,209 | $323K | 0.0% | +3.8% | 0.005% | |
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| 4/30/2026 | Atlas Wealth Partners LLC | 5,148 | $231K | 0.2% | N/A | 0.003% | |
| 4/28/2026 | Ascentis Independent Advisors | 99,253 | $4.45M | 0.3% | +7.3% | 0.066% | |
| 4/28/2026 | Stephens Inc. AR | 79,237 | $3.55M | 0.0% | +155.1% | 0.053% | |
| 4/28/2026 | NBT Bank N A NY | 22,604 | $1.01M | 0.1% | +3.4% | 0.015% | |
| 4/27/2026 | Moran Wealth Management LLC | 137,622 | $6.17M | 0.2% | +52.7% | 0.092% | |
| 4/27/2026 | Altus Wealth Group LLC | 293,519 | $13.16M | 5.4% | +72.0% | 0.196% | |
| 4/27/2026 | Sierra Ocean LLC | 128,069 | $5.74M | 4.7% | +2.3% | 0.085% | |
| 4/27/2026 | PFG Investments LLC | 11,447 | $513K | 0.0% | -7.5% | 0.008% | |
| 4/27/2026 | Baer Investment Advisory LLC | 111,868 | $5.02M | 0.6% | N/A | 0.075% | |
| 4/27/2026 | World Investment Advisors | 45,954 | $2.06M | 0.0% | +16.3% | 0.031% | |