| 7/2/2026 | CX Institutional | 1,115 | $295K | 0.0% | -25.2% | 0.006% | |
| 6/18/2026 | Western Wealth Management LLC | 5,831 | $1.37M | 0.1% | -6.3% | 0.029% | |
| 6/4/2026 | Midwest Financial Network LLC | 9,175 | $2.15M | 1.7% | -8.7% | 0.046% | |
| 6/3/2026 | Parallel Advisors LLC | 1,293 | $303K | 0.0% | +2,773.3% | 0.006% | |
| 6/3/2026 | NewEdge Advisors LLC | 19,891 | $4.66M | 0.0% | -68.6% | 0.100% | |
| 5/19/2026 | Western Wealth Management LLC | 5,831 | $1.37M | 0.0% | -6.3% | 0.029% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 18,456 | $4.32M | 1.4% | -3.8% | 0.093% | |
| 5/19/2026 | Bank of America Corp DE | 658,163 | $154.03M | 0.0% | -6.6% | 3.299% | |
| 5/19/2026 | Unconventional Investor LLC | 5,101 | $1.19M | 0.6% | +5.7% | 0.026% | |
| 5/19/2026 | Centaurus Financial Inc. | 7,625 | $1.78M | 0.1% | -19.8% | 0.038% | |
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| 5/19/2026 | Arkadios Wealth Advisors | 31,661 | $7.41M | 0.1% | -6.6% | 0.159% | |
| 5/18/2026 | Royal Bank of Canada | 293,230 | $68.63M | 0.0% | -19.9% | 1.470% | |
| 5/18/2026 | Evelyn Partners Investment Management Europe Ltd | 16,341 | $3.82M | 1.3% | -4.5% | 0.082% | |
| 5/16/2026 | Quantinno Capital Management LP | 5,306 | $1.24M | 0.0% | +54.5% | 0.027% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 22,073 | $5.17M | 0.2% | +111.2% | 0.111% | |
| 5/15/2026 | Bawa N Mallick Trust | 6,100 | $1.43M | 0.6% | -24.7% | 0.031% | |
| 5/15/2026 | Everest Financial Group LLC | 1,163 | $272K | 0.0% | N/A | 0.006% | |
| 5/15/2026 | Waverly Advisors LLC | 19,626 | $4.59M | 0.0% | -32.7% | 0.098% | |
| 5/14/2026 | Modern Wealth Management LLC | 4,913 | $1.16M | 0.0% | -21.8% | 0.025% | |
| 5/14/2026 | Keebeck Wealth Management | 4,059 | $950K | 0.1% | -8.7% | 0.020% | |
| 5/14/2026 | RMG Wealth Management LLC | 328 | $77K | 0.0% | N/A | 0.002% | |
| 5/14/2026 | MWA Asset Management | 2,393 | $560K | 0.3% | -4.4% | 0.012% | |
| 5/14/2026 | Lido Advisors LLC | 3,044 | $712K | 0.0% | -14.5% | 0.015% | |
| 5/13/2026 | Cetera Investment Advisers | 82,399 | $19.28M | 0.0% | -0.2% | 0.413% | |
| 5/13/2026 | First Trust Advisors LP | 21,559 | $5.04M | 0.0% | -99.2% | 0.108% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 14,661 | $3.43M | 0.0% | -0.3% | 0.073% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 190 | $44K | 0.0% | N/A | 0.001% | |
| 5/8/2026 | MWA Asset Management | 2,393 | $560K | 0.3% | -4.4% | 0.012% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 89,254 | $20.89M | 1.4% | +0.9% | 0.447% | |
| 5/7/2026 | Parallel Advisors LLC | 1,293 | $303K | 0.0% | +2,773.3% | 0.006% | |
| 5/7/2026 | Resolute Wealth Strategies LLC | 6,304 | $1.48M | 0.6% | -10.4% | 0.032% | |
| 5/7/2026 | Decker Wealth Management LLC | 2,096 | $491K | 0.1% | N/A | 0.011% | |
| 5/6/2026 | Dorsey Wright & Associates | 2,131 | $499K | 0.1% | N/A | 0.011% | |
| 5/6/2026 | MTM Investment Management LLC | 7,912 | $1.85M | 0.6% | -3.7% | 0.040% | |
| 5/6/2026 | Kesler Norman & Wride LLC | 2,928 | $685K | 0.1% | -1.9% | 0.015% | |
| 5/6/2026 | Assetmark Inc. | 59,636 | $13.96M | 0.0% | +23.0% | 0.299% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 350 | $83K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Independent Financial Group LLC | 2,711 | $634K | 0.0% | N/A | 0.014% | |
| 5/5/2026 | Wealthfront Advisers LLC | 9,660 | $2.26M | 0.0% | -17.8% | 0.048% | |
| 5/5/2026 | D.A. Davidson & CO. | 5,377 | $1.26M | 0.0% | -56.7% | 0.027% | |
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| 5/5/2026 | Beaumont Financial Advisors LLC | 44,152 | $10.33M | 0.7% | -4.2% | 0.221% | |
| 5/5/2026 | Bank of New York Mellon Corp | 9,116 | $2.13M | 0.0% | +17.9% | 0.046% | |
| 5/5/2026 | Harmony Asset Management LLC | 2,654 | $621K | 0.2% | -4.3% | 0.013% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 6,154 | $1.44M | 0.0% | -5.8% | 0.031% | |
| 5/5/2026 | Sigma Planning Corp | 9,161 | $2.14M | 0.1% | +4.1% | 0.046% | |
| 5/4/2026 | HBW Advisory Services LLC | 2,766 | $647K | 0.1% | +10.3% | 0.014% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 1,125 | $263K | 0.0% | -76.9% | 0.006% | |
| 5/4/2026 | Gratus Wealth Advisors LLC | 1,225 | $287K | 0.0% | -26.4% | 0.006% | |
| 5/4/2026 | Procyon Advisors LLC | 969 | $227K | 0.0% | N/A | 0.005% | |
| 5/2/2026 | International Assets Investment Management LLC | 2,385 | $563K | 0.0% | -5.2% | 0.012% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 43,847 | $10.26M | 0.1% | -34.1% | 0.220% | |
| 5/1/2026 | Fifth Third Bancorp | 9,009 | $2.11M | 0.0% | +1,213.3% | 0.045% | |
| 5/1/2026 | WealthShield Partners LLC | 8,750 | $2.05M | 0.2% | -2.7% | 0.044% | |
| 5/1/2026 | Petix & Botte Co | 1,284 | $300K | 0.1% | +4.1% | 0.006% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 64,949 | $15.20M | 0.1% | -1.1% | 0.326% | |
| 4/30/2026 | Equitable Trust Co. | 3,072 | $719K | 0.0% | +115.0% | 0.015% | |
| 4/30/2026 | Kestra Advisory Services LLC | 42,737 | $10.00M | 0.0% | +2.7% | 0.215% | |
| 4/30/2026 | Griffith & Werner Inc. | 1,122 | $263K | 0.1% | +9.6% | 0.006% | |
| 4/29/2026 | Richmond Investment Services LLC | 4,647 | $1.09M | 0.2% | -9.5% | 0.023% | |
| 4/29/2026 | Warner Group LLC | 35,355 | $8.27M | 5.4% | -32.2% | 0.178% | |
| 4/29/2026 | Meitav Investment House Ltd. | 4,504 | $1.05M | 0.0% | -18.6% | 0.023% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 7,089 | $1.66M | 0.4% | -3.2% | 0.036% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 1,018 | $244K | 0.0% | +11.5% | 0.005% | |
| 4/28/2026 | Paller Financial Services Inc | 9,066 | $2.12M | 1.8% | -4.5% | 0.047% | |
| 4/27/2026 | Apeiron RIA LLC | 4,675 | $1.09M | 0.3% | -39.1% | 0.024% | |
| 4/27/2026 | Leelyn Smith LLC | 1,512 | $354K | 0.0% | +8.2% | 0.008% | |
| 4/27/2026 | PFG Investments LLC | 1,124 | $263K | 0.0% | -28.5% | 0.006% | |
| 4/27/2026 | World Investment Advisors | 22,473 | $5.26M | 0.1% | -13.7% | 0.116% | |
| 4/27/2026 | Private Advisor Group LLC | 25,578 | $5.99M | 0.0% | -2.8% | 0.133% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 1,539 | $360K | 0.0% | N/A | 0.008% | |
| 4/27/2026 | Sound Income Strategies LLC | 5,928 | $1.40M | 0.1% | -3.1% | 0.031% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 2,406 | $563K | 0.0% | -1.6% | 0.012% | |
| 4/23/2026 | 626 Financial LLC | 1,904 | $446K | 0.2% | -35.5% | 0.010% | |
| 4/23/2026 | Capital Investment Counsel LLC | 3,145 | $736K | 0.1% | -26.0% | 0.016% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 1,152 | $270K | 0.0% | N/A | 0.006% | |
| 4/22/2026 | MeadowBrook Investment Advisors LLC | 20,224 | $4.73M | 4.2% | -0.5% | 0.105% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 88,598 | $20.74M | 0.1% | -4.1% | 0.459% | |
| 4/22/2026 | Rooted Wealth Advisors Inc. | 9,861 | $2.31M | 0.6% | -11.6% | 0.051% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 18,404 | $4.31M | 0.3% | -50.4% | 0.095% | |
| 4/21/2026 | HF Advisory Group LLC | 2,332 | $546K | 0.2% | +5.3% | 0.012% | |
| 4/21/2026 | Sequent Planning LLC | 2,984 | $698K | 0.2% | +14.0% | 0.015% | |
| 4/21/2026 | Topsail Wealth Management LLC | 3,119 | $730K | 0.1% | -1.3% | 0.016% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 2,560 | $599K | 0.0% | -7.0% | 0.013% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 30,774 | $7.20M | 0.1% | -11.2% | 0.159% | |
| 4/20/2026 | MinichMacGregor Wealth Management LLC | 913 | $214K | 0.0% | -74.2% | 0.005% | |
| 4/20/2026 | RFG Advisory LLC | 6,905 | $1.62M | 0.0% | +38.6% | 0.036% | |
| 4/20/2026 | Apella Capital LLC | 1,012 | $237K | 0.0% | N/A | 0.005% | |
| 4/17/2026 | WealthBridge Capital Management LLC | 13,175 | $3.08M | 0.7% | -1.7% | 0.069% | |
| 4/17/2026 | Wealth Management Partners LLC | 31,985 | $7.49M | 2.1% | -2.8% | 0.167% | |
| 4/17/2026 | Defined Wealth Management LLC | 5,361 | $1.26M | 0.7% | -1.8% | 0.028% | |
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| 4/17/2026 | Brookstone Capital Management | 4,080 | $955K | 0.0% | +1.5% | 0.021% | |
| 4/16/2026 | Cambridge Advisors Inc. | 1,046 | $245K | 0.0% | -21.4% | 0.005% | |
| 4/16/2026 | Park National Corp OH | 120 | $28K | 0.0% | N/A | 0.001% | |
| 4/16/2026 | Uhlmann Price Securities LLC | 947 | $222K | 0.0% | -8.6% | 0.005% | |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 6,014 | $1.62M | 1.3% | N/A | 0.025% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 56,782 | $15.29M | 0.0% | +5.8% | 0.235% | |
| 3/16/2026 | Osbon Capital Management LLC | 141 | $38K | 0.0% | N/A | 0.001% | |
| 3/11/2026 | Green Ridge Wealth Planning LLC | 858 | $231K | 0.1% | N/A | 0.004% | |
| 3/9/2026 | Corient Private Wealth LLC | 3,756 | $949K | 0.0% | -97.5% | 0.016% | |
| 3/4/2026 | SHP Wealth Management | 100 | $27K | 0.0% | N/A | 0.000% | |