| 5/29/2026 | Asset Dedication LLC | 18,892 | $746K | 0.1% | -14.1% | 0.063% | |
| 5/19/2026 | Bank of America Corp DE | 1,757,472 | $69.39M | 0.0% | +76.8% | 5.898% | |
| 5/19/2026 | Centaurus Financial Inc. | 207,668 | $8.20M | 0.4% | +6.1% | 0.697% | |
| 5/18/2026 | Royal Bank of Canada | 386,601 | $15.26M | 0.0% | +7.9% | 1.297% | |
| 5/13/2026 | Cetera Investment Advisers | 1,523,559 | $60.15M | 0.1% | +3.9% | 5.113% | |
| 5/8/2026 | Summit Global Investments | 71,161 | $2.81M | 0.2% | +14.0% | 0.239% | |
| 5/8/2026 | Johnson Financial Group Inc. | 24,700 | $975K | 0.0% | +6.5% | 0.083% | |
| 5/6/2026 | Independent Financial Group LLC | 10,650 | $420K | 0.0% | N/A | 0.036% | |
| 5/5/2026 | RFG Bristol Wealth Advisors LLC | 12,006 | $474K | 0.1% | -23.1% | 0.040% | |
| 5/5/2026 | Harmony Asset Management LLC | 9,880 | $390K | 0.1% | +89.1% | 0.033% | |
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| 5/5/2026 | Advisors Preferred LLC | 4,772 | $188K | 0.0% | N/A | 0.016% | |
| 5/2/2026 | Financial Advisory Partners LLC | 10,856 | $429K | 0.1% | +6.9% | 0.036% | |
| 5/2/2026 | CAP Partners LLC | 6,973 | $275K | 0.2% | +9.8% | 0.023% | |
| 5/1/2026 | Fifth Third Bancorp | 2,554 | $101K | 0.0% | N/A | 0.009% | |
| 5/1/2026 | Simplicity Wealth LLC | 13,847 | $547K | 0.0% | -12.0% | 0.046% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 8,169 | $334K | 0.1% | -9.9% | 0.027% | |
| 4/30/2026 | Kestra Advisory Services LLC | 19,333 | $763K | 0.0% | +115.8% | 0.065% | |
| 4/30/2026 | Money Concepts Capital Corp | 5,112 | $202K | 0.0% | N/A | 0.017% | |
| 4/28/2026 | Bogart Wealth LLC | 1,000 | $39K | 0.0% | N/A | 0.003% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 5,112 | $202K | 0.1% | -40.2% | 0.017% | |
| 4/28/2026 | Powerhouse Assets LLC | 23,408 | $924K | 0.8% | +15.4% | 0.079% | |
| 4/27/2026 | IRON Financial LLC | 20,413 | $806K | 0.4% | N/A | 0.069% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 44,766 | $1.73M | 0.6% | +2.7% | 0.151% | |
| 4/27/2026 | Private Advisor Group LLC | 32,982 | $1.30M | 0.0% | +162.6% | 0.111% | |
| 4/27/2026 | Trademark Financial Management LLC | 19,862 | $784K | 0.4% | +20.0% | 0.067% | |
| 4/27/2026 | Three Cord True Wealth Management LLC | 196,601 | $7.76M | 4.3% | +6.0% | 0.663% | |
| 4/25/2026 | Able Wealth Management LLC | 57,924 | $2.29M | 0.6% | -47.2% | 0.195% | |
| 4/24/2026 | Cassia Capital Partners LLC | 102,382 | $4.04M | 2.1% | +706.2% | 0.345% | |
| 4/24/2026 | Partners Wealth Management LLC | 5,084 | $201K | 0.2% | N/A | 0.017% | |
| 4/23/2026 | Manchester Financial Inc. | 46,815 | $1.85M | 0.4% | +5.8% | 0.158% | |
| 4/23/2026 | Premier Path Wealth Partners LLC | 67,114 | $2.65M | 0.3% | -13.8% | 0.226% | |
| 4/21/2026 | LifeWealth Investments LLC | 5,811 | $229K | 0.1% | -37.3% | 0.020% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 26,496 | $1.05M | 0.1% | +6.5% | 0.090% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 187,767 | $7.41M | 0.1% | +5.4% | 0.639% | |
| 4/20/2026 | Keudell Morrison Wealth Management | 211,199 | $8.34M | 1.7% | N/A | 0.718% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 6,372 | $252K | 0.1% | N/A | 0.022% | |
| 2/24/2026 | Anderson Financial Strategies LLC | 130,985 | $5.13M | 3.0% | +3.9% | 0.485% | |
| 2/24/2026 | SG Trading Solutions LLC | 61,543 | $2.41M | 0.6% | N/A | 0.228% | |
| 2/23/2026 | Drake & Associates LLC | 310,725 | $12.17M | 2.4% | +12.6% | 1.151% | |
| 2/19/2026 | Invesco Ltd. | 16,924 | $663K | 0.0% | -5.4% | 0.063% | |
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| 2/18/2026 | Summit Global Investments | 62,446 | $2.45M | 0.1% | +0.6% | 0.231% | |
| 2/18/2026 | OLD Mission Capital LLC | 62,699 | $2.46M | 0.1% | N/A | 0.232% | |
| 2/18/2026 | Opus Financial Solutions LLC | 7,210 | $282K | 0.3% | N/A | 0.027% | |
| 2/18/2026 | American Trust | 12,753 | $499K | 0.0% | N/A | 0.047% | |
| 2/17/2026 | Cetera Investment Advisers | 1,466,744 | $57.42M | 0.1% | +5.3% | 5.432% | |
| 2/17/2026 | Equitable Holdings Inc. | 46,333 | $1.81M | 0.0% | -49.5% | 0.172% | |
| 2/17/2026 | Osaic Holdings Inc. | 101,097 | $3.96M | 0.0% | -6.9% | 0.374% | |
| 2/17/2026 | Advisory Services Network LLC | 25,973 | $1.02M | 0.0% | N/A | 0.096% | |
| 2/17/2026 | &PARTNERS | 45,749 | $1.79M | 0.0% | +2.0% | 0.169% | |
| 2/17/2026 | Royal Bank of Canada | 358,150 | $14.02M | 0.0% | +9.3% | 1.326% | |
| 2/16/2026 | MML Investors Services LLC | 133,521 | $5.23M | 0.0% | +14.6% | 0.495% | |
| 2/16/2026 | Mariner LLC | 48,282 | $1.89M | 0.0% | -37.2% | 0.179% | |
| 2/16/2026 | Focus Partners Wealth | 40,941 | $1.60M | 0.0% | -5.5% | 0.152% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,960 | $351K | 0.0% | +49.5% | 0.033% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 33,000 | $1.29M | 0.3% | N/A | 0.122% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 16,871 | $663K | 0.0% | -3.9% | 0.062% | |
| 2/13/2026 | Perspective Wealth Advisors LLC | 12,649 | $495K | 0.4% | N/A | 0.047% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 5,903 | $231K | 0.0% | N/A | 0.022% | |
| 2/13/2026 | Wells Fargo & Company MN | 982,405 | $38.46M | 0.0% | +19.3% | 3.639% | |
| 2/12/2026 | Johnson Financial Group Inc. | 23,200 | $908K | 0.0% | +91.7% | 0.086% | |
| 2/12/2026 | Jane Street Group LLC | 202,482 | $7.93M | 0.0% | -32.5% | 0.750% | |
| 2/12/2026 | Retirement Management Systems Inc. | 5,540 | $217K | 0.1% | N/A | 0.021% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 149,234 | $5.84M | 0.0% | +11.8% | 0.553% | |
| 2/12/2026 | Columbia River Financial Group LLC | 82,322 | $3.22M | 2.0% | +6.4% | 0.305% | |
| 2/12/2026 | Titleist Asset Management LLC | 151,232 | $5.92M | 0.5% | +8.6% | 0.560% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 174,351 | $6.83M | 0.0% | -28.1% | 0.646% | |
| 2/12/2026 | Principal Securities Inc. | 33,181 | $1.30M | 0.0% | +34.3% | 0.123% | |
| 2/12/2026 | Manchester Financial Inc. | 44,257 | $1.73M | 0.3% | +6.5% | 0.164% | |
| 2/11/2026 | Deutsche Bank AG | 20,279 | $794K | 0.0% | -1.4% | 0.075% | |
| 2/11/2026 | Commonwealth Retirement Investments LLC | 1,093 | $43K | 0.0% | N/A | 0.004% | |
| 2/11/2026 | LPL Financial LLC | 1,484,931 | $58.14M | 0.0% | +13.7% | 5.500% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 4,768 | $187K | 0.0% | +22.4% | 0.018% | |
| 2/11/2026 | OneAscent Financial Services LLC | 60,429 | $2.37M | 0.2% | N/A | 0.224% | |
| 2/11/2026 | Vise Technologies Inc. | 24,179 | $947K | 0.0% | N/A | 0.090% | |
| 2/11/2026 | Comprehensive Wealth Management LLC | 342,459 | $13.41M | 7.9% | +98.9% | 1.268% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 240,960 | $9.43M | 0.3% | N/A | 0.892% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 485,275 | $19.00M | 0.0% | +7.9% | 1.797% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 16,672 | $653K | 0.0% | +28.5% | 0.062% | |
| 2/10/2026 | IFG Advisory LLC | 29,826 | $1.17M | 0.1% | +5.2% | 0.110% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 8,141 | $318K | 0.0% | +5.6% | 0.030% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 37,466 | $1.47M | 0.0% | +7.4% | 0.139% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 3,710 | $145K | 0.0% | N/A | 0.014% | |
| 2/6/2026 | Harmony Asset Management LLC | 5,224 | $205K | 0.1% | N/A | 0.019% | |
| 2/6/2026 | IFP Advisors Inc | 87,304 | $3.42M | 0.1% | +1.7% | 0.323% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 185,839 | $7.28M | 0.5% | +14.7% | 0.688% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 647 | $25K | 0.0% | N/A | 0.002% | |
| 2/6/2026 | HighTower Advisors LLC | 84,186 | $3.30M | 0.0% | +1.0% | 0.312% | |
| 2/5/2026 | Three Cord True Wealth Management LLC | 185,388 | $7.26M | 4.2% | +9.3% | 0.687% | |
| 2/5/2026 | USAdvisors Wealth Management LLC | 43,571 | $1.71M | 0.6% | -3.1% | 0.161% | |
| 2/4/2026 | CAP Partners LLC | 6,349 | $249K | 0.1% | N/A | 0.024% | |
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| 2/4/2026 | Ameritas Advisory Services LLC | 38,710 | $1.52M | 0.1% | -10.9% | 0.146% | |
| 2/4/2026 | ESG Planning DBA Harper Investing | 59,332 | $2.32M | 1.0% | +11.1% | 0.223% | |
| 2/4/2026 | swisspartners Advisors Ltd | 280,410 | $10.97M | 8.0% | +6.8% | 1.056% | |
| 2/3/2026 | WealthShield Partners LLC | 55,487 | $2.17M | 0.2% | +0.9% | 0.209% | |
| 2/3/2026 | Plan Group Financial LLC | 194,993 | $7.63M | 2.0% | +18.3% | 0.734% | |
| 2/3/2026 | MMA Asset Management LLC | 13,248 | $519K | 0.2% | -40.6% | 0.050% | |
| 2/2/2026 | Truist Financial Corp | 61,152 | $2.39M | 0.0% | +4.0% | 0.230% | |
| 2/2/2026 | B.O.S.S. Retirement Advisors LLC | 8,555 | $335K | 0.1% | -68.6% | 0.032% | |
| 1/30/2026 | Simplicity Wealth LLC | 15,736 | $616K | 0.0% | -1.6% | 0.059% | |
| 1/30/2026 | M&T Bank Corp | 270,846 | $10.60M | 0.0% | -0.8% | 1.020% | |