| 5/28/2026 | Cozad Asset Management Inc. | 7,842 | $1.26M | 0.1% | +2.2% | 0.066% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 18,789 | $3.02M | 0.3% | -1.5% | 0.157% | |
| 5/19/2026 | Bank of America Corp DE | 633,514 | $101.67M | 0.0% | -7.4% | 5.301% | |
| 5/19/2026 | Centaurus Financial Inc. | 2,493 | $400K | 0.0% | -18.7% | 0.021% | |
| 5/18/2026 | Royal Bank of Canada | 155,762 | $25.00M | 0.0% | +16.8% | 1.303% | |
| 5/18/2026 | Reliant Wealth Planning | 206,913 | $33.21M | 10.0% | +3.9% | 1.731% | |
| 5/15/2026 | FreeGulliver LLC | 215,824 | $34.64M | 14.6% | -1.6% | 1.806% | |
| 5/15/2026 | Waverly Advisors LLC | 33,336 | $5.35M | 0.0% | +6.2% | 0.279% | |
| 5/14/2026 | Lido Advisors LLC | 371,412 | $59.60M | 0.2% | -2.9% | 3.108% | |
| 5/13/2026 | Cetera Investment Advisers | 36,383 | $5.84M | 0.0% | +3.2% | 0.304% | |
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| 5/13/2026 | Envision Financial Transparency LLC | 2,048 | $329K | 0.3% | N/A | 0.017% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 56,693 | $9.10M | 0.2% | +0.6% | 0.474% | |
| 5/7/2026 | Grant Street Asset Management Inc. | 22,017 | $3.53M | 0.7% | -1.6% | 0.184% | |
| 5/5/2026 | Wealthfront Advisers LLC | 22,174 | $3.56M | 0.0% | +15.8% | 0.186% | |
| 5/5/2026 | Bank of New York Mellon Corp | 3,201 | $514K | 0.0% | +4.8% | 0.027% | |
| 5/5/2026 | NFSG Corp | 3,083 | $495K | 0.1% | -7.8% | 0.026% | |
| 5/5/2026 | Ethos Financial Group LLC | 2,278 | $366K | 0.0% | -17.0% | 0.019% | |
| 5/5/2026 | Sanctuary Advisors LLC | 3,012 | $483K | 0.0% | -7.2% | 0.025% | |
| 5/4/2026 | Procyon Advisors LLC | 7,037 | $1.13M | 0.0% | -1.3% | 0.059% | |
| 5/2/2026 | Valmark Advisers Inc. | 26,881 | $4.31M | 0.1% | -3.0% | 0.225% | |
| 5/1/2026 | Fifth Third Bancorp | 1,150 | $185K | 0.0% | N/A | 0.010% | |
| 5/1/2026 | TSA Wealth Managment LLC | 2,163 | $347K | 0.1% | N/A | 0.018% | |
| 4/30/2026 | Kestra Advisory Services LLC | 30,306 | $4.86M | 0.0% | -3.7% | 0.255% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 1,730 | $305K | 0.0% | N/A | 0.015% | |
| 4/30/2026 | Efficient Advisors LLC | 3,881 | $623K | 0.0% | +5.3% | 0.033% | |
| 4/29/2026 | Richmond Investment Services LLC | 409,892 | $65.78M | 10.6% | +3.4% | 3.444% | |
| 4/29/2026 | Orin Green Financial LLC | 1,674 | $269K | 0.1% | -4.3% | 0.014% | |
| 4/27/2026 | PAX Financial Group LLC | 1,315 | $211K | 0.0% | N/A | 0.011% | |
| 4/27/2026 | Private Advisor Group LLC | 7,477 | $1.20M | 0.0% | -2.5% | 0.063% | |
| 4/23/2026 | Manchester Financial Inc. | 119,611 | $19.20M | 3.7% | +0.9% | 1.005% | |
| 4/23/2026 | Noble Family Wealth LLC | 20,015 | $3.21M | 0.7% | -9.1% | 0.168% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 5,955 | $956K | 0.2% | -5.4% | 0.050% | |
| 4/22/2026 | Granite Islands Private Wealth LLC | 8,572 | $1.38M | 1.3% | +44.0% | 0.072% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 9,721 | $1.56M | 0.1% | -25.0% | 0.082% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 3,917 | $629K | 0.0% | +10.0% | 0.033% | |
| 4/20/2026 | Breakwater Capital Group | 5,071 | $814K | 0.1% | +15.9% | 0.043% | |
| 4/16/2026 | Redstone Wealth Management LLC | 12,894 | $2.07M | 1.6% | -17.1% | 0.108% | |
| 4/16/2026 | Diversified Trust Co | 1,484 | $238K | 0.0% | N/A | 0.012% | |
| 3/9/2026 | Corient Private Wealth LLC | 3,000 | $512K | 0.0% | +82.1% | 0.024% | |
| 3/3/2026 | NWF Advisory Services Inc. | 1,656 | $283K | 0.0% | -8.8% | 0.013% | |
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| 2/24/2026 | Stone Wealth Partners | 4,299 | $734K | 0.7% | N/A | 0.035% | |
| 2/19/2026 | Corient Private Wealth LLC | 3,000 | $512K | 0.0% | +82.1% | 0.024% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 15,125 | $2.58M | 0.0% | +152.4% | 0.121% | |
| 2/18/2026 | First Citizens Bank & Trust Co. | 56,328 | $9.61M | 0.2% | -4.3% | 0.452% | |
| 2/18/2026 | NewEdge Advisors LLC | 230 | $39K | 0.0% | -41.6% | 0.002% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 194 | $33K | 0.0% | N/A | 0.002% | |
| 2/18/2026 | Stokes Family Office LLC | 4,330 | $739K | 0.1% | N/A | 0.035% | |
| 2/17/2026 | Cetera Investment Advisers | 35,268 | $6.02M | 0.0% | +4.8% | 0.283% | |
| 2/17/2026 | Equitable Holdings Inc. | 102,214 | $17.44M | 0.1% | -0.8% | 0.821% | |
| 2/17/2026 | GeoWealth Management LLC | 13,892 | $2.37M | 0.1% | -2.8% | 0.112% | |
| 2/17/2026 | Osaic Holdings Inc. | 52,128 | $8.90M | 0.0% | -2.5% | 0.419% | |
| 2/17/2026 | KM Capital Management Ltd. | 77,787 | $13.27M | 7.1% | -14.1% | 0.625% | |
| 2/17/2026 | Captrust Financial Advisors | 3,156 | $539K | 0.0% | +75.2% | 0.025% | |
| 2/17/2026 | Royal Bank of Canada | 133,395 | $22.76M | 0.0% | -8.1% | 1.071% | |
| 2/17/2026 | Howe & Rusling Inc. | 919 | $157K | 0.0% | N/A | 0.007% | |
| 2/16/2026 | MML Investors Services LLC | 13,210 | $2.25M | 0.0% | +3.9% | 0.106% | |
| 2/13/2026 | CreativeOne Wealth LLC | 21,585 | $3.68M | 0.1% | +14.4% | 0.173% | |
| 2/13/2026 | Kestra Advisory Services LLC | 31,458 | $5.37M | 0.0% | +25.6% | 0.253% | |
| 2/13/2026 | Winter & Associates Inc. | 13,344 | $2.28M | 2.1% | N/A | 0.107% | |
| 2/13/2026 | Stifel Financial Corp | 11,574 | $1.98M | 0.0% | -1.8% | 0.093% | |
| 2/13/2026 | Commerce Bank | 173,607 | $29.62M | 0.2% | N/A | 1.394% | |
| 2/13/2026 | Morgan Stanley | 728,697 | $124.34M | 0.0% | +6.7% | 5.853% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 38,109 | $6.50M | 0.1% | +1.2% | 0.306% | |
| 2/13/2026 | Wells Fargo & Company MN | 58,440 | $9.97M | 0.0% | +2.0% | 0.469% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 6,295 | $1.07M | 0.2% | -7.3% | 0.051% | |
| 2/13/2026 | Summit Financial LLC | 5,549 | $947K | 0.0% | -1.3% | 0.045% | |
| 2/12/2026 | Reliant Wealth Planning | 199,143 | $33.98M | 10.6% | -1.2% | 1.600% | |
| 2/12/2026 | Richmond Investment Services LLC | 396,436 | $67.64M | 11.7% | +2.7% | 3.184% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 99,550 | $16.99M | 0.0% | +15.5% | 0.800% | |
| 2/12/2026 | FreeGulliver LLC | 219,255 | $37.41M | 13.8% | -9.1% | 1.761% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,314 | $224K | 0.0% | -5.7% | 0.011% | |
| 2/12/2026 | Principal Securities Inc. | 7,936 | $1.35M | 0.0% | -9.4% | 0.064% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 25,916 | $4.42M | 0.1% | +4.0% | 0.208% | |
| 2/12/2026 | Manchester Financial Inc. | 118,491 | $20.22M | 3.8% | +1.9% | 0.952% | |
| 2/11/2026 | Nicollet Investment Management Inc. | 47,632 | $8.13M | 2.6% | +0.2% | 0.383% | |
| 2/11/2026 | First American Trust FSB | 31,762 | $5.42M | 0.4% | N/A | 0.255% | |
| 2/11/2026 | Capital Analysts LLC | 654 | $112K | 0.0% | -96.7% | 0.005% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 13,577 | $2.32M | 0.0% | -24.4% | 0.109% | |
| 2/11/2026 | LPL Financial LLC | 283,567 | $48.39M | 0.0% | +8.5% | 2.278% | |
| 2/11/2026 | JPMorgan Chase & Co. | 156,027 | $26.62M | 0.0% | -3.9% | 1.253% | |
| 2/11/2026 | Vise Technologies Inc. | 5,554 | $948K | 0.0% | N/A | 0.045% | |
| 2/10/2026 | Lido Advisors LLC | 382,370 | $65.21M | 0.2% | +14.8% | 3.071% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 55,668 | $9.50M | 0.0% | -9.3% | 0.447% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 20,167 | $3.44M | 0.0% | +3.0% | 0.162% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 25,529 | $4.36M | 0.3% | +4.2% | 0.205% | |
| 2/9/2026 | Huntington National Bank | 2,548 | $435K | 0.0% | -3.2% | 0.020% | |
| 2/9/2026 | Expressive Wealth LLC | 6,155 | $1.05M | 1.1% | N/A | 0.049% | |
| 2/9/2026 | Strategic Equity Management | 37,156 | $6.34M | 2.1% | -7.3% | 0.298% | |
| 2/9/2026 | Redstone Wealth Management LLC | 15,550 | $2.65M | 2.1% | N/A | 0.125% | |
| 2/6/2026 | Forum Private Client Group LLC | 4,485 | $765K | 0.3% | -1.6% | 0.036% | |
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| 2/6/2026 | Creative Financial Designs Inc. ADV | 20,807 | $3.55M | 0.2% | -13.4% | 0.167% | |
| 2/6/2026 | Covestor Ltd | 413 | $71K | 0.0% | N/A | 0.003% | |
| 2/6/2026 | Forefront Wealth Partners LLC | 10,738 | $1.83M | 0.9% | +11.6% | 0.086% | |
| 2/6/2026 | McKinley Carter Wealth Services Inc. | 129,261 | $22.06M | 1.2% | -4.9% | 1.038% | |
| 2/6/2026 | HighTower Advisors LLC | 69,063 | $11.78M | 0.0% | -2.1% | 0.555% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 56,328 | $9.61M | 0.0% | -3.5% | 0.452% | |
| 2/6/2026 | Yanni & Associates Investment Advisors LLC | 1,676 | $286K | 0.3% | N/A | 0.013% | |
| 2/6/2026 | Stronghold Wealth Management L.L.C. | 2,959 | $505K | 0.7% | N/A | 0.024% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 106,119 | $18.11M | 0.0% | +442.1% | 0.852% | |
| 2/5/2026 | Moneywise Inc. | 8,425 | $1.44M | 0.6% | N/A | 0.068% | |