| 7/10/2026 | Charles Schwab Trust Co | 409,608 | $16.25M | 0.9% | -0.4% | 0.175% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 24,568 | $975K | 0.1% | +125.2% | 0.011% | |
| 7/9/2026 | Focus Financial Network Inc. | 30,652 | $1.22M | 0.0% | +19.4% | 0.013% | |
| 7/9/2026 | Allied Private Wealth LLC | 943 | $38K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | IFC & Insurance Marketing Inc. | 23,028 | $914K | 0.8% | +12.2% | 0.010% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 288,916 | $11.05M | 0.4% | +6.8% | 0.124% | |
| 7/9/2026 | Breakwater Capital Group | 40,206 | $1.60M | 0.2% | +13.0% | 0.017% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 3,013 | $120K | 0.0% | -10.3% | 0.001% | |
| 7/7/2026 | Fermata Advisors LLC | 104,565 | $4.15M | 0.8% | -0.6% | 0.045% | |
| 7/7/2026 | CoreCap Advisors LLC | 3,331 | $132K | 0.0% | -63.5% | 0.001% | |
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| 7/6/2026 | Bangor Savings Bank | 28,272 | $1.12M | 0.1% | +122.0% | 0.012% | |
| 7/6/2026 | Trilogy Capital Inc. | 16,289 | $646K | 0.0% | +8.6% | 0.007% | |
| 7/2/2026 | Kozak & Associates Inc. | 209,032 | $8.24M | 1.4% | +63,629.3% | 0.089% | |
| 7/2/2026 | Versant Capital Management Inc | 2,186 | $87K | 0.0% | -35.7% | 0.001% | |
| 7/2/2026 | Collective Family Office LLC | 59,387 | $2.36M | 0.5% | +2.8% | 0.025% | |
| 7/2/2026 | First County Bank CT | 8,060 | $320K | 0.2% | -19.4% | 0.003% | |
| 6/18/2026 | Western Wealth Management LLC | 12,186 | $466K | 0.0% | N/A | 0.005% | |
| 6/3/2026 | Parallel Advisors LLC | 6,195 | $237K | 0.0% | -26.3% | 0.003% | |
| 6/3/2026 | NewEdge Advisors LLC | 9,646 | $369K | 0.0% | +895.5% | 0.004% | |
| 5/29/2026 | Asset Dedication LLC | 181,852 | $6.96M | 0.5% | -11.1% | 0.078% | |
| 5/27/2026 | Allen Capital Group LLC | 95,989 | $3.67M | 0.3% | +0.4% | 0.041% | |
| 5/20/2026 | January Capital Advisors LLC | 24,156 | $924K | 1.2% | N/A | 0.010% | |
| 5/19/2026 | Western Wealth Management LLC | 12,186 | $466K | 0.0% | N/A | 0.005% | |
| 5/19/2026 | Sonoma Allocations LLC | 48,788 | $1.86M | 0.6% | N/A | 0.021% | |
| 5/19/2026 | Bank of America Corp DE | 2,799,303 | $107.10M | 0.0% | +29.8% | 1.201% | |
| 5/18/2026 | Royal Bank of Canada | 218,111 | $8.35M | 0.0% | -2.5% | 0.094% | |
| 5/16/2026 | Quantinno Capital Management LP | 77,032 | $2.95M | 0.0% | +25.5% | 0.033% | |
| 5/15/2026 | Intelligence Driven Advisers LLC | 5,928 | $227K | 0.0% | -4.3% | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 93,914 | $3.59M | 0.0% | +18.6% | 0.040% | |
| 5/15/2026 | Van Den Berg Management I Inc. | 2,649 | $101K | 0.0% | -37.8% | 0.001% | |
| 5/15/2026 | Vivaldi Capital Management LP | 69,431 | $2.66M | 0.4% | -2.5% | 0.030% | |
| 5/14/2026 | Renaissance Technologies LLC | 46,400 | $1.78M | 0.0% | +56.8% | 0.020% | |
| 5/14/2026 | Morningstar Investment Management LLC | 723,788 | $27.69M | 1.7% | +3.3% | 0.311% | |
| 5/14/2026 | Modern Wealth Management LLC | 42,397 | $1.62M | 0.0% | -7.3% | 0.018% | |
| 5/14/2026 | Lido Advisors LLC | 16,321 | $624K | 0.0% | +31.7% | 0.007% | |
| 5/13/2026 | Cetera Investment Advisers | 259,210 | $9.92M | 0.0% | +0.7% | 0.111% | |
| 5/13/2026 | WealthCollab LLC | 2,540 | $97K | 0.0% | -51.5% | 0.001% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,900 | $149K | 0.0% | N/A | 0.002% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 38,181 | $1.46M | 0.2% | +24.3% | 0.016% | |
| 5/7/2026 | Parallel Advisors LLC | 6,195 | $237K | 0.0% | -26.3% | 0.003% | |
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| 5/7/2026 | World Equity Group Inc. | 5,514 | $211K | 0.1% | N/A | 0.002% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 416,262 | $17.04M | 2.4% | +17.9% | 0.179% | |
| 5/6/2026 | Assetmark Inc. | 69,773 | $2.67M | 0.0% | +1.6% | 0.030% | |
| 5/6/2026 | Independent Financial Group LLC | 5,909 | $226K | 0.0% | N/A | 0.003% | |
| 5/6/2026 | Birchwood Financial Partners Inc. | 77,333 | $2.96M | 2.9% | +2.1% | 0.033% | |
| 5/5/2026 | Westover Capital Advisors LLC | 159,685 | $6.11M | 1.1% | +4.0% | 0.069% | |
| 5/5/2026 | Wealthfront Advisers LLC | 31,064 | $1.19M | 0.0% | +15.0% | 0.013% | |
| 5/5/2026 | Bank of New York Mellon Corp | 19,195 | $734K | 0.0% | -1.8% | 0.008% | |
| 5/5/2026 | Ethos Financial Group LLC | 17,847 | $683K | 0.0% | -54.8% | 0.008% | |
| 5/5/2026 | LFA Lugano Financial Advisors SA | 334,560 | $12.80M | 6.5% | +57.0% | 0.144% | |
| 5/5/2026 | SouthState Bank Corp | 11,345 | $434K | 0.0% | -12.0% | 0.005% | |
| 5/5/2026 | Sanctuary Advisors LLC | 181,814 | $6.96M | 0.0% | -33.0% | 0.078% | |
| 5/5/2026 | Members Trust Co | 6,351 | $243K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 126,608 | $4.84M | 0.1% | -2.4% | 0.054% | |
| 5/4/2026 | Bleakley Financial Group LLC | 439,715 | $16.82M | 0.3% | +559.4% | 0.189% | |
| 5/2/2026 | Diversify Wealth Management LLC | 31,674 | $1.27M | 0.0% | +25.0% | 0.014% | |
| 5/1/2026 | Kaizen Financial Strategies | 42,955 | $1.74M | 0.8% | -13.3% | 0.018% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 5,567 | $213K | 0.0% | N/A | 0.002% | |
| 5/1/2026 | Fifth Third Bancorp | 38,755 | $1.48M | 0.0% | +912.9% | 0.017% | |
| 5/1/2026 | EQ Wealth Advisors LLC | 57,364 | $2.20M | 1.3% | -4.2% | 0.025% | |
| 5/1/2026 | Droms Strauss Advisors Inc. MO ADV | 349,937 | $13.39M | 3.5% | -2.7% | 0.150% | |
| 5/1/2026 | Simplicity Wealth LLC | 141,937 | $5.43M | 0.3% | +6.5% | 0.061% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 26,761 | $1.02M | 0.0% | +15.9% | 0.011% | |
| 4/30/2026 | Whipplewood Advisors LLC | 39,058 | $1.49M | 0.8% | -2.5% | 0.017% | |
| 4/30/2026 | Financial Freedom LLC | 8,763 | $335K | 0.2% | -11.4% | 0.004% | |
| 4/30/2026 | Millstone Evans Group LLC | 20,932 | $801K | 0.5% | +533.7% | 0.009% | |
| 4/30/2026 | Kestra Advisory Services LLC | 15,864 | $607K | 0.0% | +17.7% | 0.007% | |
| 4/30/2026 | Your Advocates Ltd. LLP | 222,078 | $8.50M | 2.6% | +1.6% | 0.095% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 89,010 | $3.41M | 0.0% | +27.3% | 0.038% | |
| 4/29/2026 | Nicholas Hoffman & Company LLC. | 345,179 | $13.21M | 0.3% | +8.0% | 0.148% | |
| 4/29/2026 | Resonant Capital Advisors LLC | 556,985 | $21.31M | 1.1% | -12.9% | 0.239% | |
| 4/29/2026 | Unison Advisors LLC | 972,627 | $37.21M | 2.8% | -2.6% | 0.417% | |
| 4/28/2026 | Kathmere Capital Management LLC | 379,370 | $14.52M | 0.9% | +1.6% | 0.163% | |
| 4/28/2026 | Abel Hall LLC | 13,547 | $518K | 0.1% | -2.9% | 0.006% | |
| 4/28/2026 | Bogart Wealth LLC | 1,857,268 | $71.06M | 2.7% | +0.2% | 0.797% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 17,423 | $667K | 0.1% | -4.2% | 0.007% | |
| 4/28/2026 | QRG Capital Management Inc. | 22,682 | $868K | 0.0% | -4.2% | 0.010% | |
| 4/27/2026 | Kelman Lazarov Inc. | 594,759 | $22.76M | 3.3% | -2.1% | 0.255% | |
| 4/27/2026 | World Investment Advisors | 11,448 | $438K | 0.0% | +8.9% | 0.005% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 6,321 | $242K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | Private Advisor Group LLC | 79,802 | $3.05M | 0.0% | +218.3% | 0.034% | |
| 4/27/2026 | MOR Wealth Management LLC | 8,142 | $312K | 0.1% | N/A | 0.003% | |
| 4/25/2026 | Keybank National Association OH | 8,556 | $327K | 0.0% | N/A | 0.004% | |
| 4/25/2026 | BetterWealth LLC | 11,979 | $458K | 0.1% | N/A | 0.005% | |
| 4/24/2026 | Root Financial Partners LLC | 12,351 | $473K | 0.0% | -9.7% | 0.005% | |
| 4/24/2026 | Essex LLC | 161,351 | $6.17M | 1.1% | +2.0% | 0.069% | |
| 4/23/2026 | Traub Capital Management LLC | 18,457 | $706K | 0.7% | +1.4% | 0.008% | |
| 4/23/2026 | Balanced Wealth Group LLC | 308,618 | $11.81M | 4.2% | +5.5% | 0.132% | |
| 4/23/2026 | Etesian Wealth Advisors Inc. | 136,959 | $5.24M | 1.7% | +3.8% | 0.059% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 70,250 | $2.69M | 0.5% | +1.3% | 0.030% | |
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| 4/23/2026 | Apollon Wealth Management LLC | 136,533 | $5.22M | 0.1% | +11.3% | 0.059% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 95,099 | $3.64M | 0.0% | +4.4% | 0.041% | |
| 4/22/2026 | Trilogy Capital Inc. | 14,999 | $574K | 0.0% | +76.5% | 0.006% | |
| 4/21/2026 | Foster & Motley Inc. | 1,241,800 | $47.51M | 2.5% | -1.8% | 0.533% | |
| 4/21/2026 | Maseco LLP | 2,527 | $97K | 0.0% | -22.2% | 0.001% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 104,841 | $4.01M | 0.3% | +0.7% | 0.045% | |
| 4/18/2026 | BCS Wealth Management | 48,932 | $1.87M | 0.4% | -34.2% | 0.021% | |
| 4/18/2026 | Vermillion Wealth Management Inc. | 2,772 | $106K | 0.0% | -28.4% | 0.001% | |
| 4/18/2026 | HHM Wealth Advisors LLC | 433,129 | $16.57M | 1.9% | +0.1% | 0.186% | |
| 4/17/2026 | AdvisorNet Financial Inc | 8,435 | $323K | 0.0% | -5.8% | 0.004% | |