| 7/10/2026 | Annex Advisory Services LLC | 680,069 | $33.60M | 0.6% | N/A | 1.099% | |
| 7/9/2026 | Finivi Inc. | 4,240 | $210K | 0.1% | -45.2% | 0.007% | |
| 7/9/2026 | Allied Private Wealth LLC | 4,072 | $209K | 0.1% | N/A | 0.007% | |
| 7/9/2026 | Flaharty Asset Management LLC | 4,709 | $244K | 0.3% | N/A | 0.008% | |
| 7/8/2026 | AAFMAA Wealth Management & Trust LLC | 12,186 | $602K | 0.2% | +10.5% | 0.020% | |
| 7/8/2026 | FNY Investment Advisers LLC | 2,000 | $98K | 0.0% | N/A | 0.003% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 24,326 | $1.20M | 0.0% | -8.5% | 0.040% | |
| 7/7/2026 | Wisconsin Wealth Advisors LLC | 15,656 | $774K | 0.7% | -2.4% | 0.026% | |
| 6/25/2026 | Hamilton Wealth LLC | 87,920 | $4.69M | 0.9% | +7.6% | 0.142% | |
| 6/18/2026 | Western Wealth Management LLC | 8,019 | $428K | 0.0% | -17.7% | 0.013% | |
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| 6/12/2026 | S&A Financial Services Inc. | 24,106 | $1.29M | 0.9% | N/A | 0.039% | |
| 6/3/2026 | NewEdge Advisors LLC | 62,314 | $3.32M | 0.0% | -7.9% | 0.101% | |
| 5/19/2026 | Western Wealth Management LLC | 8,019 | $428K | 0.0% | -17.7% | 0.013% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 11,811 | $630K | 0.2% | +4.8% | 0.019% | |
| 5/19/2026 | NewEdge Advisors LLC | 60,412 | $3.22M | 0.1% | -10.7% | 0.098% | |
| 5/19/2026 | Bank of America Corp DE | 1,344,915 | $71.75M | 0.0% | -22.4% | 2.173% | |
| 5/19/2026 | Hamilton Wealth LLC | 263,760 | $14.07M | 1.0% | +222.7% | 0.426% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 1,873 | $100K | 0.0% | N/A | 0.003% | |
| 5/18/2026 | Royal Bank of Canada | 729,683 | $38.93M | 0.0% | -4.3% | 1.179% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 3,572 | $191K | 0.0% | -6.3% | 0.006% | |
| 5/16/2026 | Quantinno Capital Management LP | 9,027 | $482K | 0.0% | +12.6% | 0.015% | |
| 5/15/2026 | Blue Chip Partners LLC | 10,301 | $550K | 0.0% | N/A | 0.017% | |
| 5/14/2026 | Orleans Capital Management Corp LA | 26,900 | $1.44M | 1.0% | -7.8% | 0.043% | |
| 5/14/2026 | RMG Wealth Management LLC | 660 | $35K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Lido Advisors LLC | 14,193 | $757K | 0.0% | -47.3% | 0.023% | |
| 5/13/2026 | Cetera Investment Advisers | 249,409 | $13.31M | 0.0% | -23.3% | 0.403% | |
| 5/13/2026 | Aureus Asset Management LLC | 5,400 | $288K | 0.0% | N/A | 0.009% | |
| 5/13/2026 | Prestige Wealth Management Group LLC | 631 | $34K | 0.0% | -98.9% | 0.001% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 66,939 | $3.57M | 0.0% | -0.5% | 0.108% | |
| 5/8/2026 | Dale Q Rice Investment Management Ltd | 27,324 | $1.46M | 1.1% | -2.4% | 0.044% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 3,311 | $177K | 0.0% | N/A | 0.005% | |
| 5/7/2026 | AlTi Global Inc. | 7,020 | $375K | 0.0% | -4.5% | 0.011% | |
| 5/7/2026 | Scarborough Advisors LLC | 608 | $32K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Vision Retirement LLC | 25,273 | $1.35M | 0.4% | -25.3% | 0.041% | |
| 5/6/2026 | Avalon Trust Co | 800 | $43K | 0.0% | -49.4% | 0.001% | |
| 5/6/2026 | Independent Financial Group LLC | 5,235 | $279K | 0.0% | N/A | 0.008% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 7,357 | $392K | 0.0% | -32.5% | 0.012% | |
| 5/5/2026 | Vectors Research Management LLC | 13,450 | $718K | 0.2% | -32.0% | 0.022% | |
| 5/5/2026 | Wealthfront Advisers LLC | 10,585 | $565K | 0.0% | -5.1% | 0.017% | |
| 5/5/2026 | IMC Chicago LLC | 5,066 | $270K | 0.0% | -100.0% | 0.008% | |
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| 5/5/2026 | Geneos Wealth Management Inc. | 30,612 | $1.63M | 0.0% | -57.0% | 0.049% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 23,029 | $1.23M | 0.0% | +179.9% | 0.037% | |
| 5/5/2026 | Sanctuary Advisors LLC | 10,716 | $572K | 0.0% | -6.7% | 0.017% | |
| 5/5/2026 | Sigma Planning Corp | 10,088 | $538K | 0.0% | -18.0% | 0.016% | |
| 5/5/2026 | Wealthgarden F.S. LLC | 12,105 | $646K | 0.4% | -2.2% | 0.020% | |
| 5/5/2026 | Nwam LLC | 6,122 | $327K | 0.0% | -8.9% | 0.010% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 48,476 | $2.58M | 0.1% | -3.3% | 0.078% | |
| 5/4/2026 | Y.D. More Investments Ltd | 8,568 | $456K | 0.0% | -15.4% | 0.014% | |
| 5/2/2026 | International Assets Investment Management LLC | 4,592 | $245K | 0.0% | -17.7% | 0.007% | |
| 5/2/2026 | Anchor Investment Management LLC | 111,615 | $5.96M | 0.5% | +0.8% | 0.180% | |
| 5/2/2026 | Carnegie Investment Counsel | 11,319 | $604K | 0.0% | -16.7% | 0.018% | |
| 5/1/2026 | Fifth Third Bancorp | 4,322 | $231K | 0.0% | +2,688.4% | 0.007% | |
| 5/1/2026 | Sovran Advisors LLC | 11,319 | $578K | 0.0% | -4.8% | 0.018% | |
| 5/1/2026 | Darwin Wealth Management LLC | 22,041 | $1.18M | 0.4% | N/A | 0.036% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 18,138 | $968K | 0.0% | -36.7% | 0.030% | |
| 4/30/2026 | Mason & Associates Inc | 5,477 | $288K | 0.1% | +10.8% | 0.009% | |
| 4/30/2026 | Kestra Advisory Services LLC | 40,243 | $2.15M | 0.0% | +9.9% | 0.066% | |
| 4/30/2026 | Money Concepts Capital Corp | 3,808 | $203K | 0.0% | -8.7% | 0.006% | |
| 4/30/2026 | First Interstate Bank | 50,890 | $2.72M | 0.2% | +61.2% | 0.083% | |
| 4/29/2026 | Armor Investment Advisors LLC | 15,750 | $840K | 0.3% | -8.7% | 0.026% | |
| 4/29/2026 | Integrated Advisors Network LLC | 33,596 | $1.79M | 0.1% | -34.8% | 0.055% | |
| 4/28/2026 | Whittier Trust Co. | 630 | $34K | 0.0% | -65.1% | 0.001% | |
| 4/28/2026 | Stephens Inc. AR | 5,556 | $296K | 0.0% | -20.1% | 0.009% | |
| 4/28/2026 | Cumberland Advisors Inc. | 130,230 | $6.95M | 2.7% | -0.2% | 0.214% | |
| 4/27/2026 | PFG Investments LLC | 24,330 | $1.30M | 0.1% | -2.1% | 0.040% | |
| 4/27/2026 | BIP Wealth LLC | 17,417 | $929K | 0.0% | N/A | 0.029% | |
| 4/27/2026 | World Investment Advisors | 19,053 | $1.02M | 0.0% | -1.2% | 0.031% | |
| 4/27/2026 | Private Advisor Group LLC | 42,941 | $2.29M | 0.0% | -7.2% | 0.071% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 4,327 | $231K | 0.0% | N/A | 0.007% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 4,889 | $261K | 0.0% | N/A | 0.008% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 8,265 | $441K | 0.1% | +7.8% | 0.014% | |
| 4/24/2026 | Capital Asset Advisory Services LLC | 51,859 | $2.79M | 0.1% | +4.0% | 0.085% | |
| 4/23/2026 | NORTHSTAR ASSET MANAGEMENT Co | 48,460 | $2.59M | 0.6% | -1.0% | 0.080% | |
| 4/23/2026 | Ameliora Wealth Management Ltd. | 1,000 | $53K | 0.0% | N/A | 0.002% | |
| 4/23/2026 | Apollon Financial LLC | 43,925 | $2.34M | 0.3% | -11.0% | 0.072% | |
| 4/23/2026 | Apollon Wealth Management LLC | 20,935 | $1.12M | 0.0% | -11.6% | 0.034% | |
| 4/22/2026 | TPG Advisors LLC | 18,229 | $972K | 0.6% | -22.5% | 0.030% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 1,868 | $100K | 0.1% | -9.4% | 0.003% | |
| 4/22/2026 | Merkkuri Wealth Advisors LLC | 992 | $53K | 0.0% | N/A | 0.002% | |
| 4/21/2026 | Balance Wealth LLC | 7,401 | $395K | 0.1% | -9.1% | 0.012% | |
| 4/21/2026 | Triangle Securities Wealth Management | 12,911 | $689K | 0.2% | -17.5% | 0.021% | |
| 4/21/2026 | Fairvoy Private Wealth LLC | 13,011 | $694K | 0.2% | N/A | 0.022% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 29,675 | $1.58M | 0.0% | +3.5% | 0.049% | |
| 4/20/2026 | Live Oak Private Wealth LLC | 26,981 | $1.44M | 0.2% | -5.9% | 0.045% | |
| 4/17/2026 | Certified Advisory Corp | 131,669 | $7.03M | 0.6% | -3.8% | 0.218% | |
| 4/17/2026 | AdvisorNet Financial Inc | 20,852 | $1.11M | 0.1% | -3.1% | 0.035% | |
| 4/17/2026 | Brookstone Capital Management | 14,695 | $784K | 0.0% | +4.2% | 0.024% | |
| 4/16/2026 | Montecito Bank & Trust | 21,806 | $1.16M | 0.2% | -2.4% | 0.036% | |
| 4/16/2026 | Redstone Wealth Management LLC | 141,001 | $7.52M | 6.0% | -0.9% | 0.232% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 13,164 | $702K | 0.0% | -2.5% | 0.022% | |
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| 3/17/2026 | Rockefeller Capital Management L.P. | 33,170 | $2.06M | 0.0% | +1.6% | 0.054% | |
| 3/13/2026 | World Investment Advisors | 19,286 | $1.20M | 0.0% | +4.6% | 0.031% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 918 | $57K | 0.0% | N/A | 0.001% | |
| 3/9/2026 | Corient Private Wealth LLC | 45,366 | $2.82M | 0.0% | -39.0% | 0.073% | |
| 3/2/2026 | Sankala Group LLC | 2,931 | $176K | 0.1% | N/A | 0.005% | |
| 2/26/2026 | Anchor Investment Management LLC | 110,690 | $6.88M | 0.6% | +3.1% | 0.179% | |
| 2/23/2026 | Virtu Financial LLC | 23,942 | $1.49M | 0.1% | +33.7% | 0.039% | |
| 2/20/2026 | Sunbelt Securities Inc. | 4,845 | $301K | 0.0% | -4.7% | 0.008% | |
| 2/19/2026 | Hamilton Wealth LLC | 81,740 | $5.08M | 1.0% | +3.8% | 0.132% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 49,613 | $3.08M | 0.0% | -3.3% | 0.080% | |