| 6/3/2026 | NewEdge Advisors LLC | 284,772 | $7.06M | 0.0% | +25.8% | 0.364% | |
| 5/19/2026 | Bank of America Corp DE | 2,703,252 | $67.01M | 0.0% | +99.1% | 3.452% | |
| 5/19/2026 | Arkadios Wealth Advisors | 8,518 | $211K | 0.0% | N/A | 0.011% | |
| 5/18/2026 | Royal Bank of Canada | 91,213 | $2.26M | 0.0% | +114.1% | 0.116% | |
| 5/16/2026 | Quantinno Capital Management LP | 11,157 | $277K | 0.0% | N/A | 0.014% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 16,734 | $415K | 0.0% | N/A | 0.021% | |
| 5/14/2026 | Lido Advisors LLC | 54,252 | $1.35M | 0.0% | N/A | 0.069% | |
| 5/13/2026 | Cetera Investment Advisers | 1,446,903 | $35.87M | 0.0% | +23.6% | 1.848% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 59,198 | $1.47M | 0.0% | -25.2% | 0.076% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 2,849 | $71K | 0.0% | +704.8% | 0.004% | |
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| 5/7/2026 | Meeder Advisory Services Inc. | 2,365,948 | $58.65M | 2.5% | +25.0% | 3.022% | |
| 5/6/2026 | Aire Advisors LLC | 15,139 | $375K | 0.1% | N/A | 0.019% | |
| 5/6/2026 | Assetmark Inc. | 17,714 | $439K | 0.0% | +65.7% | 0.023% | |
| 5/6/2026 | Gerald Baker Financial Group LLC | 9,978 | $244K | 0.1% | N/A | 0.013% | |
| 5/6/2026 | Smart Money Group LLC | 31,084 | $771K | 0.2% | +8.1% | 0.040% | |
| 5/5/2026 | Members Advisory Group LLC | 19,372 | $480K | 0.2% | +22.5% | 0.025% | |
| 5/5/2026 | Bank of New York Mellon Corp | 469,030 | $11.63M | 0.0% | +24.9% | 0.599% | |
| 5/5/2026 | Good Harbor Advisors Inc. | 26,650 | $661K | 0.7% | +8.1% | 0.034% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 73,100 | $1.81M | 0.0% | +395.3% | 0.093% | |
| 5/5/2026 | Sanctuary Advisors LLC | 783,830 | $19.43M | 0.1% | +16.9% | 1.001% | |
| 5/5/2026 | Sigma Planning Corp | 18,155 | $450K | 0.0% | +14.7% | 0.023% | |
| 5/4/2026 | Retirement Planning Group LLC | 176,217 | $4.37M | 0.1% | +32.2% | 0.225% | |
| 5/4/2026 | Abound Financial LLC | 78,013 | $1.93M | 0.8% | -4.7% | 0.100% | |
| 5/2/2026 | International Assets Investment Management LLC | 15,400 | $381K | 0.0% | +6.2% | 0.020% | |
| 5/2/2026 | Diversify Wealth Management LLC | 37,184 | $928K | 0.0% | N/A | 0.047% | |
| 5/1/2026 | Fifth Third Bancorp | 9,291 | $230K | 0.0% | N/A | 0.012% | |
| 4/30/2026 | Robinson Smith Wealth Advisors LLC | 155,847 | $3.86M | 2.6% | +10.3% | 0.201% | |
| 4/30/2026 | Kestra Advisory Services LLC | 101,107 | $2.51M | 0.0% | +6.9% | 0.130% | |
| 4/27/2026 | Private Advisor Group LLC | 354,658 | $8.79M | 0.0% | +26.8% | 0.450% | |
| 4/24/2026 | Essex Financial Services Inc. | 32,314 | $801K | 0.0% | +9.8% | 0.041% | |
| 4/24/2026 | Verus Wealth Management LLC | 21,903 | $543K | 0.5% | +152.0% | 0.028% | |
| 4/23/2026 | Midwest Financial Partners Investments Inc. | 468,525 | $11.62M | 6.2% | +6.1% | 0.598% | |
| 4/23/2026 | Penney Financial LLC | 293,015 | $7.26M | 2.8% | +12.5% | 0.374% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 212,464 | $5.27M | 0.3% | +115.6% | 0.271% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 88,050 | $2.18M | 0.0% | +24.9% | 0.112% | |
| 4/21/2026 | Madrid Wealth Management LLC | 104,702 | $2.60M | 1.9% | +13.6% | 0.135% | |
| 4/21/2026 | Sequent Planning LLC | 117,826 | $2.92M | 0.7% | +44.3% | 0.152% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 385,554 | $9.56M | 0.1% | +2.0% | 0.497% | |
| 4/20/2026 | Leeward Financial Partners LLC | 92,752 | $2.30M | 0.7% | +1.0% | 0.120% | |
| 4/20/2026 | RFG Advisory LLC | 569,131 | $14.11M | 0.3% | +4.5% | 0.733% | |
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| 4/17/2026 | Certified Advisory Corp | 152,645 | $3.78M | 0.3% | +40.1% | 0.197% | |
| 4/17/2026 | Prentice Wealth Management LLC | 289,218 | $7.17M | 1.6% | +11.2% | 0.373% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 100,206 | $2.48M | 0.6% | +20.1% | 0.129% | |
| 4/17/2026 | AdvisorNet Financial Inc | 85,555 | $2.12M | 0.1% | +10.4% | 0.110% | |
| 4/17/2026 | Ocean Park Asset Management LLC | 351,200 | $8.71M | 0.4% | +307.0% | 0.453% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,675 | $42K | 0.0% | N/A | 0.003% | |
| 3/9/2026 | Corient Private Wealth LLC | 23,300 | $579K | 0.0% | N/A | 0.035% | |
| 3/4/2026 | SHP Wealth Management | 33,929 | $844K | 0.1% | N/A | 0.051% | |
| 2/27/2026 | Arwa LLC | 18,292 | $455K | 0.3% | N/A | 0.028% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 34,220 | $851K | 0.0% | +2.7% | 0.052% | |
| 2/19/2026 | Corient Private Wealth LLC | 23,300 | $579K | 0.0% | N/A | 0.035% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 39,354 | $979K | 0.1% | +299.3% | 0.060% | |
| 2/18/2026 | NewEdge Advisors LLC | 226,378 | $5.63M | 0.0% | +57.0% | 0.342% | |
| 2/18/2026 | VestGen Advisors LLC | 228,729 | $5.69M | 0.2% | +16.8% | 0.346% | |
| 2/18/2026 | Quadrature Capital Ltd | 33,712 | $838K | 0.0% | N/A | 0.051% | |
| 2/18/2026 | IHT Wealth Management LLC | 40,768 | $1.01M | 0.0% | +5.2% | 0.062% | |
| 2/18/2026 | Integrity Wealth Advisors Inc. | 18,734 | $470K | 0.3% | -8.4% | 0.028% | |
| 2/17/2026 | Cetera Investment Advisers | 1,171,039 | $29.12M | 0.0% | +33.8% | 1.772% | |
| 2/17/2026 | Equitable Holdings Inc. | 215,617 | $5.36M | 0.0% | +75.8% | 0.326% | |
| 2/17/2026 | Osaic Holdings Inc. | 624,825 | $15.54M | 0.0% | +6.3% | 0.945% | |
| 2/17/2026 | Advisory Services Network LLC | 45,484 | $1.13M | 0.0% | +25.0% | 0.069% | |
| 2/17/2026 | Private Advisor Group LLC | 279,637 | $6.96M | 0.0% | +25.1% | 0.423% | |
| 2/17/2026 | Captrust Financial Advisors | 39,963 | $994K | 0.0% | -12.5% | 0.060% | |
| 2/17/2026 | &PARTNERS | 40,187 | $999K | 0.0% | +33.6% | 0.061% | |
| 2/17/2026 | Royal Bank of Canada | 42,609 | $1.06M | 0.0% | +150.2% | 0.064% | |
| 2/17/2026 | Abound Financial LLC | 81,880 | $2.04M | 0.5% | -19.9% | 0.124% | |
| 2/16/2026 | Tenzing Financial LLC | 17,068 | $424K | 0.3% | N/A | 0.026% | |
| 2/16/2026 | MML Investors Services LLC | 58,057 | $1.44M | 0.0% | +39.7% | 0.088% | |
| 2/16/2026 | Mariner LLC | 210,075 | $5.23M | 0.0% | +1.9% | 0.318% | |
| 2/16/2026 | Focus Partners Wealth | 1,409,390 | $34.92M | 0.0% | -1.2% | 2.132% | |
| 2/13/2026 | Kestra Advisory Services LLC | 94,587 | $2.35M | 0.0% | +22.3% | 0.143% | |
| 2/13/2026 | Visionary Wealth Advisors | 15,209 | $378K | 0.0% | N/A | 0.023% | |
| 2/13/2026 | Stifel Financial Corp | 320,492 | $7.97M | 0.0% | +9.2% | 0.485% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 130,042 | $3.23M | 0.1% | +46.2% | 0.197% | |
| 2/13/2026 | Greenline Wealth Management LLC | 2,071 | $52K | 0.1% | N/A | 0.003% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 22,851 | $568K | 0.0% | +5.1% | 0.035% | |
| 2/13/2026 | New England Private Wealth Advisors LLC | 525,876 | $13.08M | 1.6% | +454.6% | 0.796% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,530,968 | $38.08M | 0.0% | +75.8% | 2.316% | |
| 2/13/2026 | Summit Financial LLC | 145,288 | $3.61M | 0.1% | +20.3% | 0.220% | |
| 2/12/2026 | Jane Street Group LLC | 363,791 | $9.05M | 0.0% | +28.1% | 0.550% | |
| 2/12/2026 | HRT Financial LP | 29,326 | $729K | 0.0% | N/A | 0.044% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 436,049 | $10.85M | 0.1% | +2.0% | 0.660% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 319,176 | $7.94M | 0.0% | +54.3% | 0.483% | |
| 2/12/2026 | Wayfinding Financial LLC | 10,252 | $254K | 0.1% | -87.3% | 0.016% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 161,620 | $4.02M | 0.0% | +13.3% | 0.245% | |
| 2/12/2026 | Principal Securities Inc. | 22,634 | $563K | 0.0% | +52.0% | 0.034% | |
| 2/11/2026 | Meeder Advisory Services Inc. | 1,892,928 | $47.08M | 2.0% | +9.0% | 2.864% | |
| 2/11/2026 | Cedar Point Capital Partners LLC | 36,339 | $904K | 0.6% | -8.1% | 0.055% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 70,478 | $1.75M | 0.0% | +5.4% | 0.107% | |
| 2/11/2026 | Capital Analysts LLC | 11,374 | $283K | 0.0% | +319.9% | 0.017% | |
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| 2/11/2026 | LPL Financial LLC | 4,806,634 | $119.54M | 0.0% | +27.4% | 7.272% | |
| 2/11/2026 | Franklin Resources Inc. | 112,238 | $2.79M | 0.0% | +52.1% | 0.170% | |
| 2/11/2026 | JPMorgan Chase & Co. | 193,687 | $4.82M | 0.0% | +5.7% | 0.293% | |
| 2/11/2026 | SouthState Bank Corp | 5,752 | $143K | 0.0% | +38.8% | 0.009% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 16,938 | $421K | 0.0% | +5.1% | 0.026% | |
| 2/10/2026 | ShoreHaven Wealth Partners LLC | 71,995 | $1.79M | 0.6% | -5.1% | 0.109% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 25,412 | $632K | 0.0% | N/A | 0.038% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 34,883 | $868K | 0.0% | +22.1% | 0.053% | |
| 2/10/2026 | Natixis Advisors LLC | 30,152 | $750K | 0.0% | N/A | 0.046% | |
| 2/10/2026 | Essex Financial Services Inc. | 29,428 | $732K | 0.0% | +66.2% | 0.045% | |