| 6/18/2026 | Western Wealth Management LLC | 12,908 | $604K | 0.0% | N/A | 0.027% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 134,445 | $6.30M | 3.0% | N/A | 0.280% | |
| 6/3/2026 | NewEdge Advisors LLC | 234,948 | $11.00M | 0.0% | +9.8% | 0.488% | |
| 5/22/2026 | Verus Capital Partners LLC | 259,986 | $12.18M | 0.8% | -15.9% | 0.541% | |
| 5/19/2026 | Western Wealth Management LLC | 12,908 | $604K | 0.0% | N/A | 0.027% | |
| 5/19/2026 | NewEdge Advisors LLC | 43,123 | $2.02M | 0.0% | -79.9% | 0.090% | |
| 5/19/2026 | Bank of America Corp DE | 3,812,087 | $178.52M | 0.0% | +236.8% | 7.925% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 132,475 | $6.20M | 0.8% | -12.9% | 0.275% | |
| 5/19/2026 | Arkadios Wealth Advisors | 24,455 | $1.15M | 0.0% | +59.3% | 0.051% | |
| 5/18/2026 | Royal Bank of Canada | 145,351 | $6.81M | 0.0% | +10.6% | 0.302% | |
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| 5/15/2026 | Gateway Wealth Partners LLC | 12,732 | $596K | 0.0% | N/A | 0.026% | |
| 5/14/2026 | Lido Advisors LLC | 22,989 | $1.08M | 0.0% | -38.0% | 0.048% | |
| 5/13/2026 | Cetera Investment Advisers | 553,657 | $25.93M | 0.0% | +13.7% | 1.151% | |
| 5/13/2026 | Signature Equity Partners LLC | 3,683 | $172K | 0.1% | +8.6% | 0.008% | |
| 5/13/2026 | Daner Wealth Management LLC | 131,991 | $6.19M | 3.2% | +7.5% | 0.274% | |
| 5/6/2026 | Gaddis Premier Wealth Advisors LLC | 17,538 | $821K | 0.6% | -5.1% | 0.036% | |
| 5/5/2026 | Bank of New York Mellon Corp | 1,331,112 | $62.34M | 0.0% | +16.8% | 2.767% | |
| 5/5/2026 | Sanctuary Advisors LLC | 22,938 | $1.07M | 0.0% | -18.1% | 0.048% | |
| 5/4/2026 | Y.D. More Investments Ltd | 1,500 | $70K | 0.0% | N/A | 0.003% | |
| 5/2/2026 | Diversify Wealth Management LLC | 51,522 | $2.41M | 0.0% | N/A | 0.107% | |
| 5/1/2026 | Fifth Third Bancorp | 6,625 | $310K | 0.0% | N/A | 0.014% | |
| 5/1/2026 | Simplicity Wealth LLC | 45,810 | $2.15M | 0.1% | -9.0% | 0.097% | |
| 5/1/2026 | Avid Wealth Partners LLC | 68,366 | $3.20M | 1.5% | +3.1% | 0.145% | |
| 5/1/2026 | Petix & Botte Co | 489,736 | $22.93M | 5.1% | +6.6% | 1.036% | |
| 4/30/2026 | Kestra Advisory Services LLC | 63,961 | $3.00M | 0.0% | +16.3% | 0.135% | |
| 4/30/2026 | Money Concepts Capital Corp | 28,585 | $1.34M | 0.1% | -1.2% | 0.060% | |
| 4/30/2026 | Your Advocates Ltd. LLP | 614 | $29K | 0.0% | N/A | 0.001% | |
| 4/29/2026 | Richmond Investment Services LLC | 359,478 | $16.83M | 2.7% | +4.2% | 0.761% | |
| 4/29/2026 | American Capital Advisory LLC | 392,050 | $18.36M | 7.4% | +45.1% | 0.830% | |
| 4/28/2026 | Bogart Wealth LLC | 9,712 | $455K | 0.0% | +12.3% | 0.021% | |
| 4/27/2026 | World Investment Advisors | 306,158 | $14.34M | 0.2% | +8.3% | 0.663% | |
| 4/27/2026 | PAX Financial Group LLC | 31,272 | $1.46M | 0.2% | -7.7% | 0.068% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 130,196 | $6.08M | 2.0% | +5.5% | 0.282% | |
| 4/27/2026 | Private Advisor Group LLC | 1,265,076 | $59.24M | 0.3% | +11.0% | 2.741% | |
| 4/25/2026 | SOL Capital Management CO | 56,217 | $2.62M | 1.1% | N/A | 0.122% | |
| 4/25/2026 | Northwest Financial Advisors | 77,457 | $3.63M | 7.0% | +9.8% | 0.168% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 153,183 | $7.17M | 1.3% | +28.1% | 0.333% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 20,867 | $977K | 0.0% | -4.0% | 0.045% | |
| 4/22/2026 | Rooted Wealth Advisors Inc. | 291,422 | $13.76M | 3.5% | +7.4% | 0.636% | |
| 4/22/2026 | Meridian Financial Advisors LLC | 6,540 | $306K | 0.2% | N/A | 0.014% | |
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| 4/21/2026 | Sequent Planning LLC | 30,486 | $1.43M | 0.3% | +4.4% | 0.066% | |
| 4/21/2026 | ADG Wealth Management Group LLC | 6,436 | $301K | 0.2% | +12.0% | 0.014% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 32,328 | $1.51M | 0.1% | +16.6% | 0.071% | |
| 4/20/2026 | Longview Financial Advisors Inc. | 1,028 | $48K | 0.0% | N/A | 0.002% | |
| 4/20/2026 | RFG Advisory LLC | 13,541 | $634K | 0.0% | -11.8% | 0.030% | |
| 4/17/2026 | Krilogy Financial LLC | 10,361 | $489K | 0.0% | +5.7% | 0.023% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 89,765 | $4.20M | 1.0% | -6.2% | 0.196% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 85,243 | $3.99M | 0.3% | -32.4% | 0.186% | |
| 4/17/2026 | Community Bank & Trust Waco Texas | 9,575 | $448K | 0.1% | +8.5% | 0.021% | |
| 4/17/2026 | Stewardship Advisors LLC | 176,005 | $8.24M | 1.9% | -9.4% | 0.384% | |
| 4/17/2026 | Brookstone Capital Management | 508,545 | $23.82M | 0.3% | -0.5% | 1.109% | |
| 4/16/2026 | Evolve Private Wealth LLC | 7,896 | $370K | 0.0% | +14.4% | 0.017% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 8,486 | $397K | 0.0% | +36.6% | 0.019% | |
| 3/13/2026 | World Investment Advisors | 282,763 | $13.41M | 0.2% | +8.5% | 0.654% | |
| 3/2/2026 | Cogent Strategic Wealth LLC | 5,819 | $276K | 0.3% | N/A | 0.013% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 12,669 | $601K | 0.3% | +5.0% | 0.029% | |
| 2/19/2026 | Invesco Ltd. | 4,181,308 | $198.28M | 0.0% | +67.2% | 9.668% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 224,498 | $10.65M | 0.1% | +142.8% | 0.519% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 6,636 | $315K | 0.0% | -47.6% | 0.015% | |
| 2/18/2026 | NewEdge Advisors LLC | 214,035 | $10.15M | 0.0% | +14.6% | 0.495% | |
| 2/18/2026 | VestGen Advisors LLC | 44,576 | $2.11M | 0.1% | -79.1% | 0.103% | |
| 2/18/2026 | IHT Wealth Management LLC | 137,314 | $6.51M | 0.2% | +1.0% | 0.317% | |
| 2/18/2026 | Integrity Wealth Advisors Inc. | 136,376 | $6.47M | 4.4% | +282.6% | 0.315% | |
| 2/18/2026 | Evolve Private Wealth LLC | 6,900 | $327K | 0.0% | N/A | 0.016% | |
| 2/18/2026 | Asset One Wealth Management LLC | 10,056 | $477K | 0.1% | N/A | 0.023% | |
| 2/17/2026 | Appalachian Capital Management Ltd | 8,058 | $382K | 0.3% | N/A | 0.019% | |
| 2/17/2026 | AQR Capital Management LLC | 93,894 | $4.45M | 0.0% | +3.9% | 0.217% | |
| 2/17/2026 | Cetera Investment Advisers | 487,045 | $23.10M | 0.0% | -6.9% | 1.126% | |
| 2/17/2026 | Hilltop Holdings Inc. | 22,993 | $1.09M | 0.1% | +34.4% | 0.053% | |
| 2/17/2026 | Equitable Holdings Inc. | 13,688 | $649K | 0.0% | N/A | 0.032% | |
| 2/17/2026 | Wealth Watch Advisors INC | 7,257 | $344K | 0.1% | +106.8% | 0.017% | |
| 2/17/2026 | GeoWealth Management LLC | 6,335 | $300K | 0.0% | -76.0% | 0.015% | |
| 2/17/2026 | Regal Investment Advisors LLC | 163,973 | $7.78M | 0.5% | +3.7% | 0.379% | |
| 2/17/2026 | Osaic Holdings Inc. | 2,706,293 | $128.34M | 0.2% | -6.8% | 6.257% | |
| 2/17/2026 | Advisory Services Network LLC | 6,137 | $291K | 0.0% | -15.9% | 0.014% | |
| 2/17/2026 | Private Advisor Group LLC | 1,139,821 | $54.05M | 0.3% | -3.0% | 2.635% | |
| 2/17/2026 | Captrust Financial Advisors | 77,800 | $3.69M | 0.0% | -10.4% | 0.180% | |
| 2/17/2026 | &PARTNERS | 10,492 | $498K | 0.0% | -14.3% | 0.024% | |
| 2/17/2026 | Royal Bank of Canada | 131,374 | $6.23M | 0.0% | +42.4% | 0.304% | |
| 2/16/2026 | MML Investors Services LLC | 280,560 | $13.30M | 0.0% | +20.4% | 0.649% | |
| 2/16/2026 | Avid Wealth Partners LLC | 66,334 | $3.15M | 1.5% | -16.9% | 0.153% | |
| 2/16/2026 | Axim Planning & Wealth | 6,920 | $328K | 0.3% | -6.9% | 0.016% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 21,142 | $1.00M | 0.1% | +3.4% | 0.049% | |
| 2/13/2026 | Kestra Advisory Services LLC | 54,984 | $2.61M | 0.0% | +26.4% | 0.127% | |
| 2/13/2026 | Morgan Stanley | 1,722,422 | $81.68M | 0.0% | +4.3% | 3.982% | |
| 2/13/2026 | Arkadios Wealth Advisors | 15,353 | $728K | 0.0% | -3.6% | 0.035% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 94,789 | $4.50M | 0.1% | -31.0% | 0.219% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 7,593 | $360K | 0.0% | -5.8% | 0.018% | |
| 2/13/2026 | Wells Fargo & Company MN | 310,031 | $14.70M | 0.0% | -10.3% | 0.717% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 119,622 | $5.67M | 1.1% | -24.6% | 0.277% | |
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| 2/12/2026 | Orion Porfolio Solutions LLC | 29,796 | $1.41M | 0.0% | -2.6% | 0.069% | |
| 2/12/2026 | Richmond Investment Services LLC | 345,056 | $16.36M | 2.8% | +11.5% | 0.798% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 6,490 | $308K | 0.0% | -7.5% | 0.015% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 20,826 | $988K | 0.0% | -59.1% | 0.048% | |
| 2/12/2026 | JT Stratford LLC | 9,527 | $452K | 0.1% | -68.8% | 0.022% | |
| 2/12/2026 | Founders Financial Alliance LLC | 9,231 | $438K | 0.1% | -5.4% | 0.021% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 21,727 | $1.03M | 0.0% | -13.4% | 0.050% | |
| 2/11/2026 | Goodman Advisory Group LLC | 3,030 | $144K | 0.0% | -27.7% | 0.007% | |
| 2/11/2026 | Capital Analysts LLC | 3,681 | $174K | 0.0% | -14.5% | 0.009% | |
| 2/11/2026 | Alteri Wealth LLC | 8,478 | $402K | 0.1% | +4.8% | 0.020% | |