| 7/2/2026 | CX Institutional | 46,147 | $13.18M | 0.4% | +18.2% | 0.063% | |
| 6/10/2026 | Dakota Community Bank & Trust NA | 800 | $166K | 0.6% | N/A | 0.001% | |
| 6/3/2026 | Parallel Advisors LLC | 4,350 | $905K | 0.0% | -1.9% | 0.006% | |
| 6/3/2026 | NewEdge Advisors LLC | 35,018 | $7.29M | 0.0% | -26.1% | 0.048% | |
| 6/2/2026 | Optiver Holding B.V. | 4,823 | $1.00M | 0.0% | N/A | 0.007% | |
| 5/29/2026 | Ipsen Advisor Group LLC | 1,296 | $270K | 0.2% | -9.8% | 0.002% | |
| 5/26/2026 | Glenmede Trust Co. NA | 2,430 | $506K | 0.0% | +264.9% | 0.003% | |
| 5/22/2026 | Verus Capital Partners LLC | 3,889 | $809K | 0.1% | -46.5% | 0.005% | |
| 5/20/2026 | Leigh Baldwin & CO. LLC | 1,899 | $395K | 0.3% | -11.6% | 0.003% | |
| 5/19/2026 | Eley Financial Management Inc | 15,597 | $3.25M | 1.1% | +1.5% | 0.021% | |
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| 5/19/2026 | NewEdge Advisors LLC | 28,125 | $5.85M | 0.1% | -40.7% | 0.039% | |
| 5/19/2026 | Bank of America Corp DE | 981,242 | $204.15M | 0.0% | -52.7% | 1.350% | |
| 5/19/2026 | Centaurus Financial Inc. | 3,231 | $672K | 0.0% | -12.2% | 0.004% | |
| 5/19/2026 | Arkadios Wealth Advisors | 19,751 | $4.11M | 0.1% | -0.9% | 0.027% | |
| 5/19/2026 | Claris Financial LLC | 10,143 | $2.11M | 1.2% | +68.2% | 0.014% | |
| 5/18/2026 | Sunbelt Securities Inc. | 18,418 | $3.83M | 0.2% | +2.2% | 0.025% | |
| 5/18/2026 | Talon Private Wealth LLC | 1,523 | $317K | 0.0% | N/A | 0.002% | |
| 5/18/2026 | Royal Bank of Canada | 58,694 | $12.21M | 0.0% | -28.6% | 0.081% | |
| 5/18/2026 | Eley Financial Management Inc | 15,409 | $3.21M | 1.1% | +0.3% | 0.021% | |
| 5/16/2026 | KCM Investment Advisors LLC | 2,947 | $613K | 0.0% | -1.4% | 0.004% | |
| 5/16/2026 | Quantinno Capital Management LP | 50,899 | $10.59M | 0.0% | +2.7% | 0.070% | |
| 5/15/2026 | Waverly Advisors LLC | 2,624 | $546K | 0.0% | -84.3% | 0.004% | |
| 5/14/2026 | Morningstar Investment Management LLC | 117,953 | $24.54M | 1.5% | +24.0% | 0.162% | |
| 5/14/2026 | Compound Planning Inc. | 2,793 | $581K | 0.0% | -9.7% | 0.004% | |
| 5/14/2026 | Modern Wealth Management LLC | 7,277 | $1.53M | 0.0% | -11.5% | 0.010% | |
| 5/14/2026 | Lido Advisors LLC | 2,175,818 | $452.68M | 1.4% | +3.6% | 2.993% | |
| 5/13/2026 | Cetera Investment Advisers | 96,937 | $20.17M | 0.0% | -11.9% | 0.133% | |
| 5/13/2026 | Aureus Asset Management LLC | 2,294 | $477K | 0.0% | N/A | 0.003% | |
| 5/12/2026 | CacheTech Inc. | 29,907 | $6.22M | 1.2% | -13.2% | 0.041% | |
| 5/8/2026 | Pacific Sun Financial Corp | 3,222 | $670K | 0.3% | +23.8% | 0.004% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 2,019 | $420K | 0.0% | +6.8% | 0.003% | |
| 5/8/2026 | JSF Financial LLC | 6,187 | $1.29M | 0.3% | -45.7% | 0.009% | |
| 5/7/2026 | Florida Financial Advisors LLC | 6,717 | $1.40M | 0.3% | +6.6% | 0.009% | |
| 5/7/2026 | Parallel Advisors LLC | 4,350 | $905K | 0.0% | -1.9% | 0.006% | |
| 5/6/2026 | Assetmark Inc. | 40,244 | $8.37M | 0.0% | +5.5% | 0.055% | |
| 5/6/2026 | Main Street Group LTD | 606 | $126K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | SteelPeak Wealth LLC | 3,485 | $725K | 0.0% | -96.8% | 0.005% | |
| 5/6/2026 | Independent Financial Group LLC | 6,052 | $1.26M | 0.0% | N/A | 0.008% | |
| 5/6/2026 | Dahring Cusmano LLC | 16,126 | $3.36M | 2.1% | +3.0% | 0.022% | |
| 5/6/2026 | Gaddis Premier Wealth Advisors LLC | 2,268 | $472K | 0.3% | -2.3% | 0.003% | |
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| 5/5/2026 | Wealthfront Advisers LLC | 3,139 | $653K | 0.0% | +9.2% | 0.004% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 24,380 | $5.07M | 0.3% | +3.5% | 0.034% | |
| 5/5/2026 | Bank of New York Mellon Corp | 14,640 | $3.05M | 0.0% | -31.6% | 0.020% | |
| 5/5/2026 | Sanctuary Advisors LLC | 16,606 | $3.46M | 0.0% | -46.9% | 0.023% | |
| 5/5/2026 | Sigma Planning Corp | 32,602 | $6.78M | 0.2% | -1.3% | 0.045% | |
| 5/5/2026 | Nwam LLC | 8,405 | $1.75M | 0.1% | -12.0% | 0.012% | |
| 5/4/2026 | Calamos Advisors LLC | 2,400 | $499K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Retirement Planning Group LLC | 5,721 | $1.19M | 0.0% | +17.2% | 0.008% | |
| 5/4/2026 | Archer Investment Corp | 1,510 | $314K | 0.1% | +138.2% | 0.002% | |
| 5/4/2026 | NWF Advisory Services Inc. | 1,861 | $387K | 0.0% | +8.5% | 0.003% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 20,322 | $4.23M | 0.1% | -2.2% | 0.028% | |
| 5/4/2026 | Uptick Partners LLC | 1,114 | $232K | 0.0% | N/A | 0.002% | |
| 5/4/2026 | Lifeworks Advisors LLC | 56,848 | $11.83M | 1.5% | +9.8% | 0.078% | |
| 5/2/2026 | CAP Partners LLC | 7,750 | $1.61M | 0.9% | +1.1% | 0.011% | |
| 5/2/2026 | Anchor Investment Management LLC | 16,213 | $3.37M | 0.3% | -5.3% | 0.022% | |
| 5/2/2026 | Valmark Advisers Inc. | 3,644 | $758K | 0.0% | -2.6% | 0.005% | |
| 5/1/2026 | Fifth Third Bancorp | 5,327 | $1.11M | 0.0% | +333.4% | 0.007% | |
| 5/1/2026 | Sovran Advisors LLC | 5,372 | $1.12M | 0.1% | -4.9% | 0.007% | |
| 5/1/2026 | WealthShield Partners LLC | 913 | $190K | 0.0% | -6.7% | 0.001% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 4,817 | $1.00M | 0.0% | +11.3% | 0.007% | |
| 4/30/2026 | First Horizon Corp | 3,660 | $761K | 0.0% | +2,261.3% | 0.005% | |
| 4/30/2026 | Ibex Wealth Advisors | 1,656 | $344K | 0.0% | N/A | 0.002% | |
| 4/30/2026 | Kestra Advisory Services LLC | 183,454 | $38.17M | 0.1% | +6.1% | 0.252% | |
| 4/30/2026 | Money Concepts Capital Corp | 6,338 | $1.32M | 0.1% | +10.1% | 0.009% | |
| 4/30/2026 | Capital Planning LLC | 27,650 | $5.75M | 1.9% | +16.9% | 0.038% | |
| 4/30/2026 | KDK Private Wealth Management LLC | 28,100 | $5.85M | 5.3% | -2.4% | 0.039% | |
| 4/29/2026 | Ascent Advisors LLC | 5,447 | $1.13M | 1.8% | N/A | 0.007% | |
| 4/29/2026 | Duncker Streett & Co. Inc. | 8,078 | $1.68M | 0.3% | -3.6% | 0.011% | |
| 4/29/2026 | Armor Investment Advisors LLC | 57,065 | $11.87M | 4.3% | +1.8% | 0.078% | |
| 4/29/2026 | Northwest Wealth Advisors LLC | 21,463 | $4.47M | 3.2% | +17.5% | 0.030% | |
| 4/29/2026 | Integrated Advisors Network LLC | 22,457 | $4.67M | 0.2% | +37.6% | 0.031% | |
| 4/29/2026 | Investment Advisory Services Group LLC | 19,977 | $4.16M | 3.6% | -3.9% | 0.027% | |
| 4/29/2026 | Fischer Financial Services Inc. | 88,133 | $18.34M | 6.2% | +1.8% | 0.121% | |
| 4/28/2026 | Busey Bank | 1,408 | $293K | 0.0% | -11.3% | 0.002% | |
| 4/28/2026 | Bravias Capital Group LLC | 1,013 | $211K | 0.1% | -42.1% | 0.001% | |
| 4/28/2026 | Mokosak Advisory Group LLC | 19,388 | $4.03M | 1.0% | -0.8% | 0.027% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 969 | $202K | 0.0% | +5.1% | 0.001% | |
| 4/28/2026 | Howe & Rusling Inc. | 779 | $162K | 0.0% | -11.5% | 0.001% | |
| 4/28/2026 | WBH Advisory Inc. | 1,600 | $337K | 0.0% | -6.7% | 0.002% | |
| 4/28/2026 | Wealthstar Advisors LLC | 5,318 | $1.11M | 0.5% | -3.7% | 0.007% | |
| 4/27/2026 | HB Wealth Management LLC | 5,604 | $1.17M | 0.0% | -4.4% | 0.008% | |
| 4/27/2026 | PFG Investments LLC | 1,632 | $340K | 0.0% | +37.8% | 0.002% | |
| 4/27/2026 | BIP Wealth LLC | 2,214 | $461K | 0.0% | -11.1% | 0.003% | |
| 4/27/2026 | Marotta Asset Management | 68,189 | $14.37M | 2.6% | +67.0% | 0.094% | |
| 4/27/2026 | Private Advisor Group LLC | 12,135 | $2.53M | 0.0% | -5.1% | 0.017% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 10,223 | $2.13M | 0.0% | -51.4% | 0.014% | |
| 4/25/2026 | Keybank National Association OH | 2,647 | $551K | 0.0% | +14.2% | 0.004% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 993 | $207K | 0.0% | -5.7% | 0.001% | |
| 4/24/2026 | Root Financial Partners LLC | 2,096 | $436K | 0.0% | -2.4% | 0.003% | |
| 4/24/2026 | Essex Financial Services Inc. | 5,236 | $1.09M | 0.1% | -1.9% | 0.007% | |
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| 4/24/2026 | Acorn Financial Advisory Services Inc. ADV | 9,251 | $1.93M | 0.3% | +7.8% | 0.013% | |
| 4/23/2026 | Daviman Financial LLC | 1,005 | $209K | 0.1% | +8.8% | 0.001% | |
| 4/23/2026 | Pathway Financial Advisers LLC | 1,298 | $270K | 0.1% | +12.8% | 0.002% | |
| 4/23/2026 | Spinnaker Trust | 11,957 | $2.49M | 0.1% | -2.9% | 0.016% | |
| 4/23/2026 | Catalina Capital Group LLC | 2,656 | $553K | 0.3% | -2.6% | 0.004% | |
| 4/23/2026 | Apollon Wealth Management LLC | 1,254 | $261K | 0.0% | +20.9% | 0.002% | |
| 4/23/2026 | Vicus Capital | 3,883 | $808K | 0.1% | -96.6% | 0.005% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 1,280 | $267K | 0.0% | N/A | 0.002% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 14,534 | $3.02M | 0.0% | -9.3% | 0.020% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 98,083 | $20.41M | 9.3% | +13.2% | 0.135% | |