| 7/12/2026 | Ballast Inc. | 9,500 | $501K | 0.1% | N/A | 0.002% | |
| 7/10/2026 | Abound Wealth Management | 4,269 | $225K | 0.0% | -7.3% | 0.001% | |
| 7/10/2026 | Insight Wealth Strategies LLC | 383,655 | $20.01M | 1.9% | N/A | 0.084% | |
| 7/10/2026 | Whitener Capital Management Inc. | 21,049 | $1.11M | 0.2% | +3.1% | 0.005% | |
| 7/10/2026 | Canvas Wealth Advisors LLC | 8,466 | $447K | 0.1% | -5.0% | 0.002% | |
| 7/10/2026 | William Mack & Associates Inc. | 289,123 | $15.25M | 5.4% | +61.8% | 0.063% | |
| 7/10/2026 | Charles Schwab Trust Co | 1,021,787 | $53.91M | 3.0% | -0.8% | 0.223% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 4,103 | $216K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 6,945 | $366K | 0.0% | N/A | 0.002% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 6,492 | $343K | 0.0% | +20.5% | 0.001% | |
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| 7/9/2026 | Revolve Wealth Partners LLC | 13,250 | $699K | 0.1% | -11.6% | 0.003% | |
| 7/9/2026 | Centurion Wealth Management LLC | 63,285 | $3.34M | 0.8% | -8.8% | 0.014% | |
| 7/9/2026 | Barry Investment Advisors LLC | 824,655 | $43.51M | 9.1% | +3.2% | 0.180% | |
| 7/9/2026 | Focus Financial Network Inc. | 821,704 | $43.35M | 1.3% | +5.8% | 0.180% | |
| 7/9/2026 | Capital Wealth Management LLC | 475,448 | $25.09M | 6.0% | +2.6% | 0.104% | |
| 7/9/2026 | Allied Private Wealth LLC | 759 | $40K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | IFC & Insurance Marketing Inc. | 93,214 | $4.92M | 4.3% | +7.2% | 0.020% | |
| 7/9/2026 | Arista Wealth Management LLC | 44,691 | $2.36M | 0.3% | -2.6% | 0.010% | |
| 7/9/2026 | Tactive Advisors LLC | 7,120 | $376K | 0.1% | +26.9% | 0.002% | |
| 7/9/2026 | Everhart Financial Group Inc. | 19,139 | $1.01M | 0.1% | -2.6% | 0.004% | |
| 7/9/2026 | Ehrlich Financial Group | 11,527 | $608K | 0.3% | -1.8% | 0.003% | |
| 7/9/2026 | Worth Asset Management LLC | 20,286 | $1.07M | 0.3% | +21.2% | 0.004% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 29,484 | $1.56M | 0.5% | -6.2% | 0.006% | |
| 7/8/2026 | Apella Capital LLC | 8,211 | $435K | 0.0% | +2.8% | 0.002% | |
| 7/8/2026 | Clark Asset Management LLC | 7,631 | $403K | 0.0% | +9.9% | 0.002% | |
| 7/8/2026 | Evanson Financial LLC | 22,082 | $1.17M | 0.1% | N/A | 0.005% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 759,479 | $40.07M | 1.1% | +4.7% | 0.166% | |
| 7/7/2026 | GK Wealth Management LLC | 8,666 | $457K | 0.2% | N/A | 0.002% | |
| 7/7/2026 | Avior Wealth Management LLC | 12,665 | $668K | 0.0% | -16.8% | 0.003% | |
| 7/7/2026 | Canandaigua National Bank & Trust Co. | 1,014,722 | $53.54M | 4.5% | N/A | 0.222% | |
| 7/7/2026 | CoreCap Advisors LLC | 11,540 | $609K | 0.0% | -22.0% | 0.003% | |
| 7/7/2026 | City Center Advisors LLC | 27,360 | $1.44M | 1.2% | +3.8% | 0.006% | |
| 7/7/2026 | Howard Financial Services LTD. | 451,265 | $23.81M | 2.4% | +8.7% | 0.099% | |
| 7/2/2026 | Versant Capital Management Inc | 4,770 | $252K | 0.0% | -28.8% | 0.001% | |
| 7/2/2026 | Collective Family Office LLC | 274,401 | $14.48M | 3.0% | +1.7% | 0.060% | |
| 7/2/2026 | First County Bank CT | 18,452 | $974K | 0.5% | -20.7% | 0.004% | |
| 6/18/2026 | Western Wealth Management LLC | 35,995 | $1.76M | 0.1% | +295.6% | 0.008% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 213,032 | $10.42M | 0.6% | -4.8% | 0.048% | |
| 6/3/2026 | NewEdge Advisors LLC | 178,749 | $8.75M | 0.0% | +13.4% | 0.040% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 5,103 | $250K | 0.0% | N/A | 0.001% | |
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| 5/29/2026 | Asset Dedication LLC | 10,401 | $509K | 0.0% | -49.6% | 0.002% | |
| 5/27/2026 | Security Financial Services INC. | 12,465 | $610K | 0.1% | +2.3% | 0.003% | |
| 5/26/2026 | Glenmede Trust Co. NA | 39,001 | $1.91M | 0.0% | +6.7% | 0.009% | |
| 5/21/2026 | Essential Partners LLC | 75,579 | $3.70M | 1.2% | +23.0% | 0.017% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 12,501 | $612K | 0.1% | +2.0% | 0.003% | |
| 5/20/2026 | January Capital Advisors LLC | 37,244 | $1.82M | 2.5% | N/A | 0.008% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 279,631 | $13.68M | 1.5% | -0.2% | 0.063% | |
| 5/19/2026 | Western Wealth Management LLC | 35,995 | $1.76M | 0.1% | +295.6% | 0.008% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 62,404 | $3.18M | 1.8% | N/A | 0.014% | |
| 5/19/2026 | Bank of America Corp DE | 8,329,856 | $407.58M | 0.0% | +2.8% | 1.864% | |
| 5/19/2026 | Arkadios Wealth Advisors | 17,375 | $850K | 0.0% | +92.9% | 0.004% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 12,171 | $596K | 0.0% | +14.6% | 0.003% | |
| 5/18/2026 | Royal Bank of Canada | 724,407 | $35.45M | 0.0% | +13.3% | 0.162% | |
| 5/18/2026 | Estate Counselors LLC | 124,560 | $6.10M | 0.5% | -0.4% | 0.028% | |
| 5/16/2026 | KCM Investment Advisors LLC | 9,088 | $445K | 0.0% | +17.8% | 0.002% | |
| 5/16/2026 | Quantinno Capital Management LP | 307,522 | $15.05M | 0.0% | +44.8% | 0.069% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 7,358 | $360K | 0.0% | N/A | 0.002% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 53,190 | $2.60M | 0.3% | -2.5% | 0.012% | |
| 5/15/2026 | Waverly Advisors LLC | 21,944 | $1.07M | 0.0% | +148.0% | 0.005% | |
| 5/15/2026 | Van Den Berg Management I Inc. | 14,694 | $719K | 0.2% | -2.3% | 0.003% | |
| 5/15/2026 | Vivaldi Capital Management LP | 76,923 | $3.76M | 0.5% | -3.9% | 0.017% | |
| 5/14/2026 | Compound Planning Inc. | 14,656 | $717K | 0.0% | +26.1% | 0.003% | |
| 5/14/2026 | Modern Wealth Management LLC | 34,772 | $1.72M | 0.0% | -4.4% | 0.008% | |
| 5/14/2026 | Clarkston Capital Partners LLC | 46,977 | $2.30M | 0.2% | -82.9% | 0.011% | |
| 5/14/2026 | RMG Wealth Management LLC | 915 | $46K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Dickmeyer Boyce Financial Management Inc. | 18,549 | $908K | 0.5% | N/A | 0.004% | |
| 5/14/2026 | Sei Investments Co. | 10,717 | $524K | 0.0% | +16.1% | 0.002% | |
| 5/14/2026 | Lido Advisors LLC | 65,623 | $3.21M | 0.0% | +38.6% | 0.015% | |
| 5/13/2026 | Cetera Investment Advisers | 1,643,572 | $80.42M | 0.1% | +3.7% | 0.368% | |
| 5/13/2026 | NewEdge Wealth LLC | 96,367 | $4.72M | 0.1% | +1,032.3% | 0.022% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 110,066 | $5.39M | 0.1% | -11.7% | 0.025% | |
| 5/13/2026 | Acumen Wealth Advisors LLC | 752 | $37K | 0.0% | N/A | 0.000% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,808 | $186K | 0.0% | -21.3% | 0.001% | |
| 5/8/2026 | Glenview Trust Co | 7,244 | $354K | 0.0% | +17.2% | 0.002% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 7,669 | $375K | 0.0% | -5.7% | 0.002% | |
| 5/8/2026 | JMG Financial Group Ltd. | 10,526 | $515K | 0.0% | +2.1% | 0.002% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 52,495 | $2.57M | 0.3% | +10.2% | 0.012% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 38,615 | $1.89M | 0.5% | -3.2% | 0.009% | |
| 5/7/2026 | True North Advisors LLC | 65,982 | $3.23M | 0.4% | -20.4% | 0.015% | |
| 5/7/2026 | Vision Retirement LLC | 7,296 | $357K | 0.1% | -17.3% | 0.002% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 9,528 | $466K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | GatePass Capital LLC | 9,761 | $478K | 0.2% | N/A | 0.002% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 27,463 | $1.34M | 0.2% | +1.1% | 0.006% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 2,591 | $135K | 0.0% | +22.9% | 0.001% | |
| 5/6/2026 | Modera Wealth Management LLC | 16,415 | $803K | 0.0% | -7.8% | 0.004% | |
| 5/6/2026 | Advisortrust Partners LLC | 2,473 | $121K | 0.1% | N/A | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 203,633 | $9.96M | 0.0% | -5.7% | 0.046% | |
| 5/6/2026 | Independent Financial Group LLC | 22,795 | $1.12M | 0.0% | N/A | 0.005% | |
| 5/6/2026 | Dahring Cusmano LLC | 49,381 | $2.42M | 1.5% | N/A | 0.011% | |
| 5/6/2026 | Birchwood Financial Partners Inc. | 102,010 | $4.99M | 4.8% | +2.1% | 0.023% | |
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| 5/5/2026 | Noesis Capital Mangement Corp | 7,476 | $366K | 0.1% | -6.0% | 0.002% | |
| 5/5/2026 | Westover Capital Advisors LLC | 284,226 | $13.91M | 2.6% | +1.8% | 0.064% | |
| 5/5/2026 | Wealthfront Advisers LLC | 41,849 | $2.05M | 0.0% | +11.2% | 0.009% | |
| 5/5/2026 | Journey Advisory Group LLC | 197,258 | $9.65M | 0.8% | +20.9% | 0.044% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 623,669 | $30.52M | 0.7% | -1.2% | 0.140% | |
| 5/5/2026 | Ethos Financial Group LLC | 39,583 | $1.94M | 0.1% | +1.0% | 0.009% | |
| 5/5/2026 | Signet Financial Management LLC | 4,569 | $224K | 0.0% | N/A | 0.001% | |
| 5/5/2026 | SouthState Bank Corp | 8,581 | $420K | 0.0% | -23.0% | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 159,110 | $7.79M | 0.0% | +35.3% | 0.036% | |
| 5/5/2026 | Sigma Planning Corp | 62,891 | $3.08M | 0.1% | -4.8% | 0.014% | |