| 6/25/2026 | Hamilton Wealth LLC | 13,147 | $1.65M | 0.3% | +2.4% | 0.012% | |
| 6/18/2026 | Western Wealth Management LLC | 4,438 | $555K | 0.0% | +9.2% | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 83,500 | $10.45M | 0.0% | +19.9% | 0.076% | |
| 5/29/2026 | Asset Dedication LLC | 740 | $93K | 0.0% | +236.4% | 0.001% | |
| 5/28/2026 | Cozad Asset Management Inc. | 89,387 | $11.19M | 0.9% | -2.8% | 0.082% | |
| 5/20/2026 | January Capital Advisors LLC | 3,091 | $387K | 0.5% | N/A | 0.003% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 450 | $56K | 0.0% | +19.0% | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 4,438 | $555K | 0.0% | +9.2% | 0.004% | |
| 5/19/2026 | Silicon Valley Capital Partners | 131,175 | $16.41M | 1.6% | -3.1% | 0.120% | |
| 5/19/2026 | Bank of America Corp DE | 2,813,028 | $351.99M | 0.0% | -5.5% | 2.567% | |
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| 5/19/2026 | Hamilton Wealth LLC | 39,441 | $4.94M | 0.4% | +207.2% | 0.036% | |
| 5/19/2026 | Arkadios Wealth Advisors | 38,688 | $4.84M | 0.1% | -26.0% | 0.035% | |
| 5/18/2026 | Royal Bank of Canada | 715,231 | $89.50M | 0.0% | +7.1% | 0.653% | |
| 5/16/2026 | KCM Investment Advisors LLC | 3,980 | $498K | 0.0% | +1.9% | 0.004% | |
| 5/16/2026 | Quantinno Capital Management LP | 33,538 | $4.20M | 0.0% | +121.3% | 0.031% | |
| 5/16/2026 | Family Manage LLC | 99,052 | $12.39M | 1.5% | +2.5% | 0.090% | |
| 5/15/2026 | Waverly Advisors LLC | 3,949 | $494K | 0.0% | -10.9% | 0.004% | |
| 5/15/2026 | Wealth Alliance LLC | 4,209 | $527K | 0.1% | -2.9% | 0.004% | |
| 5/14/2026 | FCA Corp TX | 43,867 | $5.49M | 1.5% | +2.1% | 0.040% | |
| 5/14/2026 | Modern Wealth Management LLC | 9,246 | $1.17M | 0.0% | -10.6% | 0.008% | |
| 5/14/2026 | Keebeck Wealth Management | 68,586 | $8.58M | 1.0% | +9.0% | 0.063% | |
| 5/14/2026 | Liberty One Investment Management LLC | 13,405 | $1.68M | 0.2% | +1,365.0% | 0.012% | |
| 5/14/2026 | Ascension Capital Advisors Inc. | 22,144 | $2.77M | 0.9% | +2.2% | 0.020% | |
| 5/14/2026 | Lido Advisors LLC | 41,321 | $5.17M | 0.0% | -70.2% | 0.038% | |
| 5/13/2026 | Cetera Investment Advisers | 1,012,508 | $126.70M | 0.1% | +1.0% | 0.924% | |
| 5/13/2026 | Dynamic Wealth Strategies LLC | 27,808 | $3.48M | 2.0% | +2.4% | 0.025% | |
| 5/13/2026 | NewEdge Wealth LLC | 8,666 | $1.08M | 0.0% | -18.9% | 0.008% | |
| 5/13/2026 | Arvest Bank Trust Division | 51,428 | $6.44M | 0.3% | +1.7% | 0.047% | |
| 5/13/2026 | First Trust Advisors LP | 2,130 | $267K | 0.0% | N/A | 0.002% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 10,375 | $1.30M | 0.0% | -4.3% | 0.009% | |
| 5/8/2026 | Glenview Trust Co | 1,154,700 | $144.49M | 2.3% | -0.5% | 1.054% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 19,835 | $2.48M | 0.1% | +0.4% | 0.018% | |
| 5/8/2026 | JMG Financial Group Ltd. | 2,675 | $335K | 0.0% | -6.6% | 0.002% | |
| 5/8/2026 | Johnson Financial Group Inc. | 250 | $31K | 0.0% | -79.5% | 0.000% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 753 | $94K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Paul R. Ried Financial Group LLC | 137,671 | $17.23M | 8.0% | -1.9% | 0.126% | |
| 5/7/2026 | Parallel Advisors LLC | 808 | $101K | 0.0% | -34.5% | 0.001% | |
| 5/7/2026 | True North Advisors LLC | 4,030 | $504K | 0.1% | +11.6% | 0.004% | |
| 5/7/2026 | Vision Retirement LLC | 406 | $51K | 0.0% | +32.2% | 0.000% | |
| 5/7/2026 | World Equity Group Inc. | 2,559 | $320K | 0.1% | N/A | 0.002% | |
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| 5/7/2026 | Valley Wealth Managers Inc. | 12,916 | $1.62M | 0.1% | -5.0% | 0.012% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 1,531 | $211K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Advisortrust Partners LLC | 5,805 | $726K | 0.3% | +31.6% | 0.005% | |
| 5/6/2026 | Assetmark Inc. | 12,310 | $1.54M | 0.0% | +16.9% | 0.011% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 3,538 | $446K | 0.0% | +17.6% | 0.003% | |
| 5/6/2026 | Independent Financial Group LLC | 45,431 | $5.69M | 0.2% | N/A | 0.041% | |
| 5/5/2026 | Wealthfront Advisers LLC | 28,653 | $3.59M | 0.0% | +0.4% | 0.026% | |
| 5/5/2026 | D.A. Davidson & CO. | 2,934 | $367K | 0.0% | -2.9% | 0.003% | |
| 5/5/2026 | Bank of New York Mellon Corp | 29,388 | $3.68M | 0.0% | +19.4% | 0.027% | |
| 5/5/2026 | Sanctuary Advisors LLC | 208,185 | $26.05M | 0.1% | -4.5% | 0.190% | |
| 5/5/2026 | Sigma Planning Corp | 1,894 | $237K | 0.0% | -22.5% | 0.002% | |
| 5/5/2026 | Cornerstone Advisory LLC | 214,951 | $26.90M | 2.5% | -3.6% | 0.196% | |
| 5/4/2026 | Riverpoint Wealth Management Holdings LLC | 646,369 | $80.88M | 17.2% | +0.7% | 0.590% | |
| 5/4/2026 | Retirement Planning Group LLC | 157,795 | $19.75M | 0.6% | -10.7% | 0.144% | |
| 5/4/2026 | Bleakley Financial Group LLC | 13,244 | $1.66M | 0.0% | N/A | 0.012% | |
| 5/4/2026 | NWF Advisory Services Inc. | 50,598 | $6.33M | 0.7% | +0.1% | 0.046% | |
| 5/4/2026 | Gratus Wealth Advisors LLC | 127,811 | $15.99M | 2.3% | -10.2% | 0.117% | |
| 5/4/2026 | Parr Mcknight Wealth Management Group LLC | 76,762 | $9.61M | 1.3% | +0.8% | 0.070% | |
| 5/2/2026 | Diversify Wealth Management LLC | 13,306 | $1.81M | 0.0% | N/A | 0.012% | |
| 5/2/2026 | SFE Investment Counsel | 4,784 | $599K | 0.1% | -4.6% | 0.004% | |
| 5/1/2026 | Fifth Third Bancorp | 77,700 | $9.72M | 0.0% | +1,419.4% | 0.071% | |
| 5/1/2026 | American Trust | 9,302 | $1.16M | 0.1% | -3.3% | 0.008% | |
| 5/1/2026 | Droms Strauss Advisors Inc. MO ADV | 376,239 | $47.08M | 12.3% | -0.7% | 0.343% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 15,437 | $1.93M | 0.0% | +72.0% | 0.014% | |
| 4/30/2026 | Mason & Associates Inc | 22,854 | $2.78M | 0.5% | +1.6% | 0.021% | |
| 4/30/2026 | SkyOak Wealth LLC | 30,941 | $3.87M | 0.7% | -3.4% | 0.028% | |
| 4/30/2026 | Kestra Advisory Services LLC | 42,007 | $5.26M | 0.0% | +20.2% | 0.038% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 10,761 | $1.47M | 0.1% | -6.0% | 0.010% | |
| 4/30/2026 | IAG Wealth Partners LLC | 325,461 | $40.73M | 4.5% | -0.7% | 0.297% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 280,056 | $35.04M | 1.1% | +2.1% | 0.256% | |
| 4/29/2026 | Cvfg LLC | 18,713 | $2.34M | 0.3% | N/A | 0.017% | |
| 4/29/2026 | Advance Capital Management Inc. | 8,158 | $1.02M | 0.0% | -6.7% | 0.007% | |
| 4/29/2026 | Signet Private Wealth LLC | 3,044 | $381K | 0.4% | +3.7% | 0.003% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 15,035 | $1.88M | 0.5% | -1.0% | 0.014% | |
| 4/29/2026 | Canvas Wealth Advisors LLC | 113,456 | $14.20M | 2.4% | +0.8% | 0.104% | |
| 4/28/2026 | Kathmere Capital Management LLC | 35,362 | $4.43M | 0.3% | -1.6% | 0.032% | |
| 4/28/2026 | Appleton Partners Inc. MA | 420,407 | $52.61M | 3.7% | -0.6% | 0.384% | |
| 4/28/2026 | Whittier Trust Co. | 683 | $87K | 0.0% | -43.5% | 0.001% | |
| 4/28/2026 | Ascentis Independent Advisors | 475 | $59K | 0.0% | N/A | 0.000% | |
| 4/28/2026 | Stephens Inc. AR | 75,316 | $9.42M | 0.1% | -2.9% | 0.069% | |
| 4/28/2026 | LVZ Inc. | 2,600 | $325K | 0.0% | -9.1% | 0.002% | |
| 4/28/2026 | GM Advisory Group LLC | 1,941 | $243K | 0.0% | N/A | 0.002% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 4,435 | $555K | 0.1% | -28.6% | 0.004% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 39,205 | $4.91M | 0.3% | +5.1% | 0.036% | |
| 4/28/2026 | Hunter Associates Investment Management LLC | 360,535 | $45.16M | 6.0% | +1.2% | 0.328% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 7,961 | $996K | 0.2% | +20.1% | 0.007% | |
| 4/28/2026 | WBH Advisory Inc. | 13,521 | $1.71M | 0.1% | -1.1% | 0.012% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 11,382 | $1.42M | 0.1% | +2.5% | 0.010% | |
| 4/27/2026 | HB Wealth Management LLC | 1,248,350 | $156.21M | 1.0% | +3.1% | 1.137% | |
| 4/27/2026 | PFG Investments LLC | 6,441 | $806K | 0.0% | +203.8% | 0.006% | |
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| 4/27/2026 | BIP Wealth LLC | 2,140 | $268K | 0.0% | N/A | 0.002% | |
| 4/27/2026 | Kelman Lazarov Inc. | 206,054 | $25.78M | 3.7% | -3.5% | 0.188% | |
| 4/27/2026 | World Investment Advisors | 12,815 | $1.60M | 0.0% | +1.3% | 0.012% | |
| 4/27/2026 | Private Advisor Group LLC | 161,652 | $20.23M | 0.1% | +3.0% | 0.147% | |
| 4/27/2026 | VAUGHAN & Co SECURITIES INC. | 185,931 | $23.27M | 12.1% | -0.3% | 0.169% | |
| 4/25/2026 | Axis Wealth Partners LLC | 4,486 | $561K | 0.3% | -4.4% | 0.004% | |
| 4/25/2026 | Royal Harbor Partners LLC | 42,477 | $5.32M | 1.8% | -39.0% | 0.039% | |
| 4/24/2026 | Root Financial Partners LLC | 1,062 | $133K | 0.0% | +64.7% | 0.001% | |
| 4/24/2026 | Petros Family Wealth LLC | 6,074 | $760K | 0.5% | -27.2% | 0.006% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 380 | $48K | 0.0% | -26.1% | 0.000% | |