| 7/10/2026 | Heck Capital Advisors LLC | 229,503 | $6.72M | 0.4% | -2.7% | 0.462% | |
| 7/9/2026 | HF Advisory Group LLC | 55,036 | $1.61M | 0.5% | +2.3% | 0.111% | |
| 7/8/2026 | Integrated Capital Management Inc. | 33,324 | $976K | 0.7% | +6.6% | 0.067% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 218,481 | $6.40M | 0.2% | +4.6% | 0.440% | |
| 6/1/2026 | Keel Point LLC | 13,213 | $356K | 0.0% | -3.8% | 0.027% | |
| 5/19/2026 | Bank of America Corp DE | 10,268,643 | $276.33M | 0.0% | +25,321.8% | 20.787% | |
| 5/18/2026 | Sunbelt Securities Inc. | 29,789 | $802K | 0.1% | +74.8% | 0.060% | |
| 5/18/2026 | Talon Private Wealth LLC | 8,208 | $221K | 0.0% | N/A | 0.017% | |
| 5/18/2026 | Royal Bank of Canada | 104,458 | $2.81M | 0.0% | -5.9% | 0.211% | |
| 5/14/2026 | Compound Planning Inc. | 13,635 | $367K | 0.0% | -43.5% | 0.028% | |
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| 5/14/2026 | Lido Advisors LLC | 1,158,618 | $31.18M | 0.1% | -13.4% | 2.345% | |
| 5/13/2026 | Cetera Investment Advisers | 377,838 | $10.17M | 0.0% | -12.3% | 0.765% | |
| 5/13/2026 | Sachem Hill LLC | 90,648 | $2.44M | 0.5% | +2.0% | 0.183% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 701,032 | $18.87M | 0.0% | -18.6% | 1.419% | |
| 5/6/2026 | Prospect Financial Group LLC | 116,981 | $3.15M | 2.9% | +3.8% | 0.237% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 60,958 | $1.64M | 0.1% | +14.4% | 0.123% | |
| 5/5/2026 | Nwam LLC | 76,616 | $2.06M | 0.1% | +9.2% | 0.155% | |
| 5/4/2026 | Riverpoint Wealth Management Holdings LLC | 555,858 | $14.96M | 3.2% | +5.7% | 1.125% | |
| 5/4/2026 | Beckerman Institutional LLC | 70,108 | $1.89M | 1.0% | +7.4% | 0.142% | |
| 5/2/2026 | Diversify Wealth Management LLC | 329,694 | $9.49M | 0.2% | +49.4% | 0.667% | |
| 5/1/2026 | Fifth Third Bancorp | 1,881 | $51K | 0.0% | +180.3% | 0.004% | |
| 5/1/2026 | Sachetta LLC | 74,220 | $2.00M | 1.1% | +5.3% | 0.149% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 8,050 | $217K | 0.1% | -79.5% | 0.016% | |
| 4/30/2026 | Kestra Advisory Services LLC | 47,533 | $1.28M | 0.0% | +6.0% | 0.096% | |
| 4/29/2026 | Northwest Wealth Advisors LLC | 31,361 | $844K | 0.6% | +22.2% | 0.063% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 81,676 | $2.20M | 0.2% | +6.7% | 0.164% | |
| 4/27/2026 | Marotta Asset Management | 252,566 | $6.82M | 1.3% | +16.1% | 0.508% | |
| 4/25/2026 | Eagle Bay Advisors LLC | 54,655 | $1.47M | 1.3% | -1.1% | 0.110% | |
| 4/25/2026 | Livet Wealth LLC | 87,202 | $2.35M | 1.5% | +5.8% | 0.175% | |
| 4/23/2026 | Balanced Wealth Group LLC | 28,123 | $757K | 0.3% | +5.1% | 0.056% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 220,576 | $5.94M | 0.8% | N/A | 0.443% | |
| 4/21/2026 | HF Advisory Group LLC | 53,794 | $1.45M | 0.5% | +10.3% | 0.108% | |
| 4/21/2026 | Foster & Motley Inc. | 7,934 | $214K | 0.0% | -15.8% | 0.016% | |
| 4/21/2026 | Penobscot Wealth Management | 11,278 | $304K | 0.1% | -12.3% | 0.023% | |
| 4/20/2026 | RFG Advisory LLC | 160,655 | $4.32M | 0.1% | +5.3% | 0.322% | |
| 3/9/2026 | Corient Private Wealth LLC | 8,090 | $218K | 0.0% | +5.4% | 0.016% | |
| 3/4/2026 | Pure Financial Advisors LLC | 397,722 | $10.70M | 0.2% | -2.1% | 0.800% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 231,859 | $6.24M | 0.3% | +7.1% | 0.467% | |
| 3/4/2026 | SHP Wealth Management | 1,000 | $27K | 0.0% | N/A | 0.002% | |
| 2/20/2026 | Sunbelt Securities Inc. | 17,042 | $458K | 0.0% | -3.3% | 0.034% | |
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| 2/20/2026 | Kovitz Investment Group Partners LLC | 55,517 | $1.49M | 0.0% | -56.4% | 0.112% | |
| 2/19/2026 | Compound Planning Inc. | 24,138 | $649K | 0.0% | N/A | 0.049% | |
| 2/19/2026 | Corient Private Wealth LLC | 8,090 | $218K | 0.0% | +5.4% | 0.016% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 43,512 | $1.17M | 0.0% | -10.9% | 0.088% | |
| 2/17/2026 | Cetera Investment Advisers | 431,015 | $11.59M | 0.0% | +5.3% | 0.867% | |
| 2/17/2026 | Townsend Financial Planning LLC | 168,246 | $4.52M | 4.5% | N/A | 0.339% | |
| 2/17/2026 | Osaic Holdings Inc. | 264,364 | $7.11M | 0.0% | -9.1% | 0.532% | |
| 2/17/2026 | Advisory Services Network LLC | 17,564 | $472K | 0.0% | -15.6% | 0.035% | |
| 2/17/2026 | Asset Management Group Inc. | 62,309 | $1.68M | 0.3% | -3.6% | 0.125% | |
| 2/17/2026 | Royal Bank of Canada | 111,061 | $2.99M | 0.0% | +48.2% | 0.223% | |
| 2/17/2026 | Financial Freedom LLC | 6,938 | $187K | 0.1% | N/A | 0.014% | |
| 2/16/2026 | MML Investors Services LLC | 233,045 | $6.27M | 0.0% | +12.3% | 0.469% | |
| 2/16/2026 | Mariner LLC | 55,158 | $1.48M | 0.0% | +24.8% | 0.111% | |
| 2/16/2026 | Motiv8 Investments LLC | 2,957 | $80K | 0.0% | N/A | 0.006% | |
| 2/16/2026 | Fort Point Capital Partners LLC | 30,325 | $843K | 0.1% | -3.3% | 0.061% | |
| 2/16/2026 | Clarity Asset Management Inc. | 17,831 | $479K | 0.3% | +3.2% | 0.036% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 6,046 | $163K | 0.0% | N/A | 0.012% | |
| 2/13/2026 | Kestra Advisory Services LLC | 44,841 | $1.21M | 0.0% | -2.8% | 0.090% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 1,835 | $49K | 0.0% | +147.6% | 0.004% | |
| 2/13/2026 | Stifel Financial Corp | 63,540 | $1.71M | 0.0% | -1.0% | 0.128% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 5,436 | $147K | 0.0% | +23.8% | 0.011% | |
| 2/13/2026 | Wells Fargo & Company MN | 39,715 | $1.07M | 0.0% | +53.3% | 0.080% | |
| 2/13/2026 | Livet Wealth LLC | 82,409 | $2.22M | 1.4% | N/A | 0.166% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 132,762 | $3.57M | 0.0% | +1.9% | 0.267% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 532,679 | $14.32M | 0.0% | +4.8% | 1.072% | |
| 2/12/2026 | Penobscot Wealth Management | 12,856 | $346K | 0.1% | -8.1% | 0.026% | |
| 2/12/2026 | Sachem Hill LLC | 88,839 | $2.39M | 0.5% | +5.2% | 0.179% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 116,954 | $3.15M | 0.0% | +0.8% | 0.235% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 1,152 | $31K | 0.0% | -25.4% | 0.002% | |
| 2/12/2026 | Colonial Trust Advisors | 4,516 | $121K | 0.0% | -19.6% | 0.009% | |
| 2/12/2026 | Colonial Trust Co SC | 2,244 | $60K | 0.0% | -54.1% | 0.005% | |
| 2/12/2026 | Keel Point LLC | 13,728 | $369K | 0.0% | -4.0% | 0.028% | |
| 2/11/2026 | Cornerstone Financial Group LLC NE | 8,102 | $218K | 0.2% | +10.3% | 0.016% | |
| 2/11/2026 | LPL Financial LLC | 417,340 | $11.22M | 0.0% | -1.4% | 0.840% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 23,489 | $632K | 0.0% | +2,294.4% | 0.047% | |
| 2/10/2026 | Lido Advisors LLC | 1,337,397 | $37.18M | 0.1% | +0.2% | 2.691% | |
| 2/10/2026 | Blue Barn Wealth LLC | 61,375 | $1.65M | 2.4% | -52.9% | 0.123% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 17,493 | $470K | 0.0% | N/A | 0.035% | |
| 2/10/2026 | Riverpoint Wealth Management Holdings LLC | 525,783 | $14.14M | 3.0% | +5.6% | 1.058% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 815,738 | $21.94M | 0.0% | +7.1% | 1.641% | |
| 2/10/2026 | Beckerman Institutional LLC | 65,271 | $1.76M | 1.0% | +11.0% | 0.131% | |
| 2/6/2026 | Northwest Wealth Advisors LLC | 25,669 | $690K | 0.5% | N/A | 0.052% | |
| 2/6/2026 | Global Retirement Partners LLC | 23,369 | $628K | 0.0% | +6.5% | 0.047% | |
| 2/6/2026 | Mach 1 Financial Group LLC | 38,585 | $1.04M | 0.2% | N/A | 0.078% | |
| 2/6/2026 | IFP Advisors Inc | 25,292 | $680K | 0.0% | -1.7% | 0.051% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 861,230 | $23.16M | 0.0% | -16.2% | 1.733% | |
| 2/6/2026 | Larson Financial Group LLC | 18,318 | $493K | 0.0% | +5.9% | 0.037% | |
| 2/6/2026 | Tortoise Investment Management LLC | 51,374 | $1.38M | 0.1% | +5.4% | 0.103% | |
| 2/6/2026 | HighTower Advisors LLC | 147,024 | $3.95M | 0.0% | +1.3% | 0.296% | |
| 2/5/2026 | Mission Wealth Management LP | 12,591 | $339K | 0.0% | -5.3% | 0.025% | |
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| 2/5/2026 | Sapient Capital LLC | 15,000 | $407K | 0.0% | N/A | 0.030% | |
| 2/5/2026 | Independent Solutions Wealth Management LLC | 112,887 | $3.04M | 0.6% | -2.6% | 0.227% | |
| 2/5/2026 | Everstar Asset Management LLC | 4,234 | $114K | 0.1% | N/A | 0.009% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 655,559 | $19.45M | 0.0% | -13.9% | 1.319% | |
| 2/5/2026 | Fingerlakes Wealth Management Inc. | 21,485 | $578K | 0.4% | +9.0% | 0.043% | |
| 2/4/2026 | Summit Wealth Group LLC Co. | 45,500 | $1.22M | 0.2% | N/A | 0.092% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 8,520 | $229K | 0.0% | +57.3% | 0.017% | |
| 2/4/2026 | Pure Financial Advisors LLC | 397,722 | $10.70M | 0.2% | -2.1% | 0.803% | |
| 2/4/2026 | Nwam LLC | 70,140 | $1.93M | 0.1% | +5.2% | 0.142% | |
| 2/3/2026 | Diversify Wealth Management LLC | 220,642 | $6.04M | 0.3% | +40.5% | 0.446% | |