| 7/1/2026 | Noble Wealth Management PBC | 135,815 | $5.45M | 2.4% | -2.4% | 0.059% | |
| 6/3/2026 | NewEdge Advisors LLC | 142,865 | $5.32M | 0.0% | +45.4% | 0.062% | |
| 5/28/2026 | Cozad Asset Management Inc. | 106,821 | $3.97M | 0.3% | +15.6% | 0.046% | |
| 5/20/2026 | Cadia Private Client LLC | 12,279 | $457K | 0.4% | N/A | 0.005% | |
| 5/20/2026 | Leigh Baldwin & CO. LLC | 77,648 | $2.89M | 1.9% | +10.8% | 0.033% | |
| 5/20/2026 | FinArc Investments Inc. | 163,082 | $6.07M | 5.8% | N/A | 0.070% | |
| 5/19/2026 | Western Wealth Management LLC | 1,674 | $62K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 29,658 | $1.10M | 0.8% | N/A | 0.013% | |
| 5/19/2026 | NewEdge Advisors LLC | 115,726 | $4.31M | 0.1% | +17.8% | 0.050% | |
| 5/19/2026 | Bank of America Corp DE | 3,662,354 | $136.24M | 0.0% | +586.8% | 1.579% | |
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| 5/19/2026 | Arkadios Wealth Advisors | 65,207 | $2.43M | 0.0% | +60.6% | 0.028% | |
| 5/18/2026 | Sunbelt Securities Inc. | 73,412 | $2.73M | 0.2% | +112.5% | 0.032% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 339,918 | $12.65M | 0.4% | +62.9% | 0.147% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 526,493 | $19.59M | 4.7% | +1.6% | 0.227% | |
| 5/18/2026 | Royal Bank of Canada | 2,245,858 | $83.55M | 0.0% | +75.0% | 0.968% | |
| 5/16/2026 | Quantinno Capital Management LP | 60,346 | $2.25M | 0.0% | N/A | 0.026% | |
| 5/15/2026 | Everest Financial Group LLC | 92,290 | $3.43M | 0.6% | N/A | 0.040% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 24,987 | $930K | 0.0% | +27.7% | 0.011% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 255,304 | $9.50M | 4.6% | N/A | 0.110% | |
| 5/14/2026 | Renaissance Technologies LLC | 42,800 | $1.59M | 0.0% | N/A | 0.018% | |
| 5/14/2026 | Compound Planning Inc. | 56,139 | $2.09M | 0.1% | -5.1% | 0.024% | |
| 5/14/2026 | CLG LLC | 55,100 | $2.05M | 0.5% | +3.1% | 0.024% | |
| 5/14/2026 | Modern Wealth Management LLC | 16,715 | $634K | 0.0% | +32.2% | 0.007% | |
| 5/14/2026 | Lido Advisors LLC | 175,844 | $6.54M | 0.0% | +107.3% | 0.076% | |
| 5/13/2026 | Cetera Investment Advisers | 4,260,462 | $158.49M | 0.2% | +43.9% | 1.836% | |
| 5/13/2026 | NewEdge Wealth LLC | 109,112 | $4.06M | 0.0% | N/A | 0.047% | |
| 5/13/2026 | Summitas Investment Management LLC | 152,952 | $5.69M | 4.5% | N/A | 0.066% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 114,535 | $4.26M | 0.0% | +5,031.5% | 0.049% | |
| 5/7/2026 | Parallel Advisors LLC | 2,598 | $97K | 0.0% | +17.8% | 0.001% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 211,301 | $7.86M | 0.7% | N/A | 0.091% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 5,500 | $205K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 1,798,727 | $70.38M | 9.7% | +9.5% | 0.775% | |
| 5/6/2026 | Durante & Waters LLC | 376,535 | $14.01M | 10.1% | +0.4% | 0.162% | |
| 5/6/2026 | Assetmark Inc. | 3,458 | $129K | 0.0% | +17.2% | 0.001% | |
| 5/6/2026 | Independent Financial Group LLC | 41,700 | $1.55M | 0.0% | N/A | 0.018% | |
| 5/6/2026 | Advantage Trust Co | 372,794 | $13.87M | 6.2% | +1.4% | 0.161% | |
| 5/6/2026 | Dahring Cusmano LLC | 223,827 | $8.33M | 5.1% | +29.2% | 0.096% | |
| 5/6/2026 | Gaddis Premier Wealth Advisors LLC | 27,795 | $1.03M | 0.8% | +9.5% | 0.012% | |
| 5/5/2026 | D.A. Davidson & CO. | 256,168 | $9.53M | 0.1% | +21.1% | 0.110% | |
| 5/5/2026 | Sanctuary Advisors LLC | 969,801 | $36.08M | 0.2% | +0.4% | 0.418% | |
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| 5/5/2026 | Sigma Planning Corp | 74,377 | $2.77M | 0.1% | +8.1% | 0.032% | |
| 5/5/2026 | Nwam LLC | 40,031 | $1.49M | 0.1% | +75.5% | 0.017% | |
| 5/4/2026 | Calamos Wealth Management LLC | 768,542 | $28.59M | 1.0% | N/A | 0.331% | |
| 5/4/2026 | Calamos Advisors LLC | 793,005 | $29.50M | 0.1% | N/A | 0.342% | |
| 5/4/2026 | Evernest Financial Advisors LLC | 429,234 | $16.70M | 3.6% | +22.6% | 0.185% | |
| 5/4/2026 | Bleakley Financial Group LLC | 24,494 | $911K | 0.0% | N/A | 0.011% | |
| 5/4/2026 | Archer Investment Corp | 1,106 | $41K | 0.0% | +244.5% | 0.000% | |
| 5/4/2026 | HBW Advisory Services LLC | 16,932 | $630K | 0.1% | N/A | 0.007% | |
| 5/4/2026 | Uptick Partners LLC | 85,683 | $3.19M | 0.6% | +31.1% | 0.037% | |
| 5/1/2026 | Fifth Third Bancorp | 35,961 | $1.34M | 0.0% | +1,788.7% | 0.016% | |
| 5/1/2026 | Sovran Advisors LLC | 7,564 | $297K | 0.0% | +4.2% | 0.003% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 18,920 | $704K | 0.0% | +13.1% | 0.008% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 46,665 | $1.83M | 0.5% | +14.3% | 0.020% | |
| 4/30/2026 | Financial Freedom LLC | 14,641 | $545K | 0.3% | +524.6% | 0.006% | |
| 4/30/2026 | Ibex Wealth Advisors | 20,813 | $774K | 0.1% | N/A | 0.009% | |
| 4/30/2026 | Kestra Advisory Services LLC | 3,987,513 | $148.34M | 0.6% | +32.8% | 1.726% | |
| 4/30/2026 | Money Concepts Capital Corp | 38,434 | $1.43M | 0.1% | +70.3% | 0.017% | |
| 4/30/2026 | Your Advocates Ltd. LLP | 833 | $31K | 0.0% | N/A | 0.000% | |
| 4/30/2026 | Farmers & Merchants Trust Co of Chambersburg PA | 250,856 | $9.33M | 2.5% | -2.0% | 0.109% | |
| 4/29/2026 | Penobscot Investment Management Company Inc. | 42,450 | $1.58M | 0.1% | N/A | 0.018% | |
| 4/29/2026 | Childress Capital Advisors LLC | 52,706 | $1.96M | 0.4% | -68.3% | 0.023% | |
| 4/29/2026 | Marino Stram & Associates LLC | 8,567 | $319K | 0.1% | +12.7% | 0.004% | |
| 4/29/2026 | Armor Investment Advisors LLC | 436,059 | $16.22M | 5.8% | +17.7% | 0.189% | |
| 4/29/2026 | Clearwave Capital LLC | 85,939 | $3.20M | 2.2% | +27.2% | 0.037% | |
| 4/29/2026 | Evergreen Private Wealth LLC | 26,737 | $995K | 0.4% | +36.1% | 0.012% | |
| 4/29/2026 | Canvas Wealth Advisors LLC | 15,637 | $582K | 0.1% | -66.1% | 0.007% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 2,180 | $82K | 0.0% | N/A | 0.001% | |
| 4/28/2026 | Bryant Woods Investment Advisors LLC | 295,097 | $10.98M | 4.0% | +20.1% | 0.128% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 57,648 | $2.15M | 0.5% | +10.2% | 0.025% | |
| 4/28/2026 | Meramec Financial Planners LLC | 1,319 | $52K | 0.0% | N/A | 0.001% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 3,637,188 | $135.30M | 12.9% | +5.1% | 1.581% | |
| 4/27/2026 | PFG Investments LLC | 9,251 | $344K | 0.0% | -5.3% | 0.004% | |
| 4/27/2026 | World Investment Advisors | 11,843 | $441K | 0.0% | N/A | 0.005% | |
| 4/27/2026 | River S Edge Wealth Management LLC | 40,063 | $1.56M | 1.5% | +6.7% | 0.017% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 126,081 | $4.55M | 1.5% | +5.2% | 0.055% | |
| 4/27/2026 | Private Advisor Group LLC | 450,994 | $16.78M | 0.1% | +429.1% | 0.196% | |
| 4/25/2026 | Peregrine Asset Advisers Inc. | 10,000 | $372K | 0.1% | N/A | 0.004% | |
| 4/25/2026 | Axis Wealth Partners LLC | 28,252 | $1.05M | 0.6% | +77.4% | 0.012% | |
| 4/24/2026 | Barnes Pettey Financial Advisors LLC | 104,445 | $3.89M | 1.7% | +117.6% | 0.046% | |
| 4/23/2026 | Master S Wealth Management Inc. | 11,683 | $435K | 0.1% | N/A | 0.005% | |
| 4/23/2026 | Tepp RIA LLC | 253,799 | $9.44M | 7.4% | N/A | 0.111% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 559,219 | $20.80M | 2.9% | +17.1% | 0.244% | |
| 4/23/2026 | Vicus Capital | 192,746 | $7.17M | 0.5% | +78.5% | 0.084% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 440,512 | $16.39M | 0.0% | +84.6% | 0.194% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 3,002 | $112K | 0.1% | N/A | 0.001% | |
| 4/22/2026 | Systelligence LLC | 200,949 | $7.48M | 1.5% | +13.8% | 0.088% | |
| 4/22/2026 | Mayfair Advisory Group LLC | 516,768 | $19.22M | 6.7% | +174.6% | 0.227% | |
| 4/21/2026 | ADG Wealth Management Group LLC | 4,726 | $176K | 0.1% | N/A | 0.002% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 885 | $33K | 0.0% | N/A | 0.000% | |
| 4/21/2026 | Decker Retirement Planning Inc. | 1,041 | $39K | 0.0% | N/A | 0.000% | |
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| 4/21/2026 | KFG Wealth Management LLC | 1,407,460 | $52.36M | 6.8% | +11.6% | 0.619% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 5,832 | $217K | 0.0% | N/A | 0.003% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 126,778 | $4.72M | 0.1% | +1,101.9% | 0.056% | |
| 4/20/2026 | Breakwater Capital Group | 56,314 | $2.10M | 0.3% | +8.8% | 0.025% | |
| 4/20/2026 | KFA Private Wealth Group LLC | 63,800 | $2.37M | 0.6% | N/A | 0.028% | |
| 4/20/2026 | RFG Advisory LLC | 902,738 | $33.58M | 0.6% | +17.6% | 0.397% | |
| 4/18/2026 | Berman McAleer LLC | 26,406 | $982K | 0.1% | +266.7% | 0.012% | |
| 4/18/2026 | Richards Merrill & Peterson Inc. | 22,808 | $848K | 0.3% | +33.9% | 0.010% | |
| 4/18/2026 | Steph & Co. | 320,835 | $11.94M | 3.4% | +6.8% | 0.141% | |
| 4/17/2026 | Certified Advisory Corp | 303,627 | $11.30M | 1.0% | +42.9% | 0.134% | |