| 7/10/2026 | Financial Designs Corp | 5,062 | $374K | 0.2% | +23.1% | 0.015% | |
| 7/8/2026 | First Heartland Consultants Inc. | 3,681 | $272K | 0.0% | -42.8% | 0.011% | |
| 7/8/2026 | Cooper Financial Group | 19,430 | $1.43M | 0.1% | -0.7% | 0.059% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 45,758 | $3.38M | 0.1% | +17.2% | 0.140% | |
| 7/7/2026 | FOCUS Wealth Advisors LLC | 91,195 | $6.73M | 3.1% | +2.7% | 0.279% | |
| 7/7/2026 | Financial Enhancement Group LLC | 112,472 | $8.30M | 1.0% | -1.5% | 0.344% | |
| 7/7/2026 | CoreCap Advisors LLC | 1,461 | $108K | 0.0% | +14.5% | 0.004% | |
| 7/6/2026 | Hobart Private Capital LLC | 217,929 | $16.08M | 2.8% | +6.9% | 0.667% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 13,876 | $1.02M | 0.2% | +8.5% | 0.045% | |
| 6/9/2026 | Rathbones Group PLC | 3,140 | $221K | 0.0% | -8.0% | 0.010% | |
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| 6/3/2026 | Stillwater Private Wealth LLC | 26,096 | $1.84M | 1.6% | N/A | 0.084% | |
| 6/3/2026 | NewEdge Advisors LLC | 9,737 | $685K | 0.0% | -5.0% | 0.031% | |
| 6/1/2026 | Concorde Asset Management LLC | 18,171 | $1.28M | 0.6% | -4.9% | 0.059% | |
| 5/20/2026 | Norris Financial Group LLC | 3,084 | $217K | 0.1% | N/A | 0.010% | |
| 5/19/2026 | Graney & King LLC | 2,819 | $198K | 0.1% | -4.8% | 0.009% | |
| 5/19/2026 | IFS Group LLC | 2,960 | $208K | 0.2% | N/A | 0.010% | |
| 5/18/2026 | Royal Bank of Canada | 2,606,322 | $183.38M | 0.0% | +2.2% | 8.421% | |
| 5/16/2026 | IMG Wealth Management Inc. | 96,898 | $6.82M | 4.3% | +9.7% | 0.313% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 58,064 | $4.09M | 0.2% | +182.6% | 0.188% | |
| 5/14/2026 | Hilltop Holdings Inc. | 4,699 | $331K | 0.0% | -40.1% | 0.015% | |
| 5/14/2026 | Compound Planning Inc. | 13,556 | $954K | 0.0% | -16.9% | 0.044% | |
| 5/13/2026 | Cetera Investment Advisers | 583,922 | $41.09M | 0.0% | +5.7% | 1.887% | |
| 5/13/2026 | First Trust Advisors LP | 223,206 | $15.70M | 0.0% | +71.7% | 0.721% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 19,122 | $1.35M | 0.0% | +210.8% | 0.062% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,062 | $75K | 0.0% | N/A | 0.003% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 235,621 | $17.41M | 2.4% | +8.3% | 0.761% | |
| 5/6/2026 | Assetmark Inc. | 555,229 | $39.07M | 0.1% | +9.3% | 1.794% | |
| 5/6/2026 | Fiscal Wisdom Wealth Management LLC | 15,078 | $1.06M | 1.0% | +142.4% | 0.049% | |
| 5/6/2026 | Bessemer Group Inc. | 2,570 | $181K | 0.0% | N/A | 0.008% | |
| 5/6/2026 | Independent Financial Group LLC | 18,053 | $1.27M | 0.0% | N/A | 0.058% | |
| 5/5/2026 | Bank of New York Mellon Corp | 24,067 | $1.69M | 0.0% | +2.3% | 0.078% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 9,330 | $656K | 0.0% | -7.6% | 0.030% | |
| 5/5/2026 | Ethos Financial Group LLC | 189,146 | $13.31M | 1.0% | +3.8% | 0.611% | |
| 5/5/2026 | LFA Lugano Financial Advisors SA | 52,078 | $3.66M | 1.8% | -12.2% | 0.168% | |
| 5/5/2026 | Sanctuary Advisors LLC | 29,940 | $2.11M | 0.0% | +6.3% | 0.097% | |
| 5/5/2026 | Sigma Planning Corp | 38,410 | $2.70M | 0.1% | +0.6% | 0.124% | |
| 5/4/2026 | HBW Advisory Services LLC | 6,840 | $481K | 0.1% | +2.8% | 0.022% | |
| 5/2/2026 | International Assets Investment Management LLC | 3,204 | $226K | 0.0% | -19.2% | 0.010% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 18,252 | $1.28M | 0.0% | -17.2% | 0.059% | |
| 5/1/2026 | Fifth Third Bancorp | 103,699 | $7.30M | 0.0% | N/A | 0.335% | |
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| 5/1/2026 | Darwin Wealth Management LLC | 18,276 | $1.29M | 0.4% | -49.2% | 0.059% | |
| 5/1/2026 | Simplicity Wealth LLC | 42,693 | $3.00M | 0.2% | +34.3% | 0.138% | |
| 4/30/2026 | Meadow Creek Wealth Advisors LLC | 16,103 | $1.13M | 0.7% | +12.8% | 0.052% | |
| 4/30/2026 | Kestra Advisory Services LLC | 43,109 | $3.03M | 0.0% | -9.2% | 0.140% | |
| 4/30/2026 | Money Concepts Capital Corp | 3,521 | $248K | 0.0% | +8.7% | 0.011% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 7,240 | $509K | 0.1% | +33.3% | 0.023% | |
| 4/29/2026 | Richmond Investment Services LLC | 63,524 | $4.47M | 0.7% | -3.5% | 0.206% | |
| 4/29/2026 | WealthPLAN Partners LLC | 70,201 | $4.94M | 1.0% | -26.8% | 0.227% | |
| 4/28/2026 | Ascentis Independent Advisors | 22,131 | $1.56M | 0.1% | +138.1% | 0.072% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 67,649 | $4.76M | 0.3% | -7.7% | 0.219% | |
| 4/27/2026 | World Investment Advisors | 21,870 | $1.54M | 0.0% | -6.1% | 0.071% | |
| 4/27/2026 | Private Advisor Group LLC | 121,009 | $8.51M | 0.0% | +0.8% | 0.392% | |
| 4/25/2026 | Patten Group Inc. | 18,192 | $1.28M | 0.2% | -19.7% | 0.059% | |
| 4/25/2026 | Able Wealth Management LLC | 3,280 | $231K | 0.1% | -28.4% | 0.011% | |
| 4/24/2026 | SMART Wealth LLC | 34,755 | $2.45M | 0.7% | +17.9% | 0.112% | |
| 4/23/2026 | Fairway Wealth LLC | 33,329 | $2.35M | 0.6% | +1.9% | 0.108% | |
| 4/23/2026 | Apollon Wealth Management LLC | 6,359 | $447K | 0.0% | -44.8% | 0.021% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 43,736 | $3.08M | 0.0% | +6.5% | 0.142% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 13,602 | $957K | 0.2% | +350.1% | 0.044% | |
| 4/21/2026 | OLD National Bancorp IN | 31,435 | $2.21M | 0.0% | +3.4% | 0.102% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 13,092 | $921K | 0.1% | -26.5% | 0.042% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 11,099 | $781K | 0.0% | -36.7% | 0.036% | |
| 4/20/2026 | Financial Enhancement Group LLC | 114,226 | $8.27M | 1.0% | -2.0% | 0.370% | |
| 4/20/2026 | Cardinal Point Capital Management ULC | 147,400 | $10.37M | 0.6% | +8.7% | 0.477% | |
| 4/20/2026 | RFG Advisory LLC | 76,412 | $5.38M | 0.1% | +155.9% | 0.247% | |
| 4/18/2026 | CENTRAL TRUST Co | 468,069 | $32.93M | 0.6% | +10.7% | 1.515% | |
| 4/18/2026 | EdgeRock Capital LLC | 201,486 | $14.19M | 3.8% | -1.7% | 0.652% | |
| 4/17/2026 | Provident Wealth Management LLC | 7,617 | $536K | 0.2% | -4.4% | 0.025% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 21,848 | $1.54M | 0.1% | +7.4% | 0.071% | |
| 4/16/2026 | Center For Asset Management LLC | 49,229 | $3.46M | 1.7% | +17.9% | 0.159% | |
| 4/16/2026 | Balboa Wealth Partners | 11,258 | $792K | 0.1% | +12.2% | 0.036% | |
| 4/16/2026 | Triad Wealth Partners LLC | 2,994 | $211K | 0.0% | -59.6% | 0.010% | |
| 4/16/2026 | Financial Designs Corp | 4,111 | $289K | 0.2% | N/A | 0.013% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 14,031 | $987K | 0.1% | -5.7% | 0.046% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 32,636 | $2.32M | 0.0% | +5.4% | 0.106% | |
| 3/13/2026 | World Investment Advisors | 23,288 | $1.65M | 0.0% | -35.8% | 0.076% | |
| 2/25/2026 | Tempo Wealth LLC | 5,351 | $380K | 0.1% | N/A | 0.017% | |
| 2/19/2026 | Compound Planning Inc. | 16,317 | $1.16M | 0.0% | -88.6% | 0.053% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 35,242 | $2.50M | 0.0% | N/A | 0.115% | |
| 2/18/2026 | First Citizens Bank & Trust Co. | 4,021 | $285K | 0.0% | -4.0% | 0.013% | |
| 2/18/2026 | CacheTech Inc. | 4,702 | $334K | 0.1% | N/A | 0.015% | |
| 2/18/2026 | NewEdge Advisors LLC | 10,252 | $728K | 0.0% | -37.4% | 0.033% | |
| 2/18/2026 | VestGen Advisors LLC | 293,769 | $20.86M | 0.9% | N/A | 0.958% | |
| 2/18/2026 | Prostatis Group LLC | 59,938 | $4.26M | 1.0% | +0.6% | 0.196% | |
| 2/18/2026 | Maia Wealth LLC | 17,495 | $1.24M | 0.2% | -26.4% | 0.057% | |
| 2/18/2026 | IHT Wealth Management LLC | 124,129 | $8.81M | 0.2% | +749.9% | 0.405% | |
| 2/17/2026 | Cetera Investment Advisers | 552,407 | $39.22M | 0.0% | +4.7% | 1.802% | |
| 2/17/2026 | Equitable Holdings Inc. | 83,360 | $5.92M | 0.0% | +8.1% | 0.272% | |
| 2/17/2026 | Kovack Advisors Inc. | 73,172 | $5.19M | 0.2% | N/A | 0.239% | |
| 2/17/2026 | GeoWealth Management LLC | 11,807 | $838K | 0.0% | +9.3% | 0.039% | |
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| 2/17/2026 | Osaic Holdings Inc. | 211,694 | $15.03M | 0.0% | -7.7% | 0.691% | |
| 2/17/2026 | Advisory Services Network LLC | 121,070 | $8.60M | 0.1% | +131.0% | 0.395% | |
| 2/17/2026 | Private Advisor Group LLC | 120,097 | $8.53M | 0.0% | +0.2% | 0.392% | |
| 2/17/2026 | Captrust Financial Advisors | 67,935 | $4.82M | 0.0% | -7.2% | 0.222% | |
| 2/17/2026 | Royal Bank of Canada | 2,549,077 | $180.96M | 0.0% | +3.2% | 8.317% | |
| 2/17/2026 | Hyundai Investments Co. Ltd. | 7,157 | $512K | 0.5% | N/A | 0.023% | |
| 2/16/2026 | MML Investors Services LLC | 89,509 | $6.35M | 0.0% | +3.2% | 0.292% | |
| 2/16/2026 | Mariner LLC | 155,848 | $11.06M | 0.0% | +559.7% | 0.508% | |
| 2/16/2026 | Arax Advisory Partners | 18,258 | $1.30M | 0.0% | N/A | 0.060% | |
| 2/13/2026 | CreativeOne Wealth LLC | 58,301 | $4.14M | 0.1% | -1.0% | 0.190% | |