| 5/5/2026 | Geneos Wealth Management Inc. | 18,592 | $1.86M | 0.0% | +3.6% | 0.029% | |
| 5/5/2026 | NFSG Corp | 101,862 | $10.18M | 1.7% | +2.7% | 0.157% | |
| 5/5/2026 | Sanctuary Advisors LLC | 16,868 | $1.69M | 0.0% | +2.3% | 0.026% | |
| 5/5/2026 | Sigma Planning Corp | 9,221 | $922K | 0.0% | +6.7% | 0.014% | |
| 5/4/2026 | Summit Wealth Group LLC | 100,149 | $10.01M | 2.3% | +3.0% | 0.154% | |
| 5/4/2026 | Northland Securities Inc. | 32,246 | $3.22M | 3.1% | +4.0% | 0.050% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 1,794 | $179K | 0.0% | N/A | 0.003% | |
| 5/2/2026 | Global Assets Advisory LLC | 1,064 | $106K | 0.0% | N/A | 0.002% | |
| 5/2/2026 | International Assets Investment Management LLC | 2,136 | $217K | 0.0% | +6.7% | 0.003% | |
| 5/2/2026 | Carnegie Investment Counsel | 21,242 | $2.12M | 0.0% | -3.7% | 0.033% | |
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| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 3,434 | $343K | 0.0% | N/A | 0.005% | |
| 5/1/2026 | Fifth Third Bancorp | 36,071 | $3.61M | 0.0% | +461.3% | 0.055% | |
| 5/1/2026 | Darwin Wealth Management LLC | 387 | $39K | 0.0% | N/A | 0.001% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 3,846 | $384K | 0.0% | +3.7% | 0.006% | |
| 4/30/2026 | Yukon Wealth Management Inc. | 11,656 | $1.17M | 0.7% | -2.2% | 0.018% | |
| 4/30/2026 | SkyOak Wealth LLC | 2,488 | $249K | 0.0% | N/A | 0.004% | |
| 4/30/2026 | ATX Financial Planning LLC | 2,629 | $263K | 0.2% | -35.4% | 0.004% | |
| 4/30/2026 | Kestra Advisory Services LLC | 52,692 | $5.27M | 0.0% | +32.0% | 0.081% | |
| 4/30/2026 | Money Concepts Capital Corp | 29,953 | $2.99M | 0.2% | -2.3% | 0.046% | |
| 4/29/2026 | Marino Stram & Associates LLC | 15,191 | $1.52M | 0.3% | -5.8% | 0.023% | |
| 4/29/2026 | Integrated Advisors Network LLC | 3,517 | $352K | 0.0% | +16.0% | 0.005% | |
| 4/28/2026 | Stephens Inc. AR | 6,525 | $652K | 0.0% | -2.0% | 0.010% | |
| 4/28/2026 | NBT Bank N A NY | 866 | $87K | 0.0% | +724.8% | 0.001% | |
| 4/27/2026 | HB Wealth Management LLC | 6,480 | $648K | 0.0% | +20.9% | 0.010% | |
| 4/27/2026 | World Investment Advisors | 72,626 | $7.26M | 0.1% | -15.5% | 0.112% | |
| 4/27/2026 | Marotta Asset Management | 23,162 | $2.36M | 0.4% | -2.1% | 0.036% | |
| 4/27/2026 | Private Advisor Group LLC | 64,603 | $6.46M | 0.0% | -0.6% | 0.100% | |
| 4/27/2026 | VAUGHAN & Co SECURITIES INC. | 88,375 | $8.84M | 4.6% | -3.2% | 0.136% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 6,376 | $637K | 0.0% | N/A | 0.010% | |
| 4/27/2026 | Platform Technology Partners | 6,016 | $601K | 0.1% | N/A | 0.009% | |
| 4/25/2026 | Patten Group Inc. | 18,151 | $1.82M | 0.3% | -9.5% | 0.028% | |
| 4/25/2026 | Clarity Wealth Advisors LLC | 2,557 | $256K | 0.1% | -7.0% | 0.004% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 6,202 | $620K | 0.1% | +5.3% | 0.010% | |
| 4/25/2026 | Able Wealth Management LLC | 7,947 | $794K | 0.2% | -23.8% | 0.012% | |
| 4/24/2026 | Flagship Private Wealth LLC | 49,526 | $4.95M | 2.0% | -2.0% | 0.076% | |
| 4/24/2026 | Bayban | 285 | $28K | 0.0% | N/A | 0.000% | |
| 4/24/2026 | Key Financial Inc | 2,397 | $240K | 0.0% | +5.5% | 0.004% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 13,823 | $1.38M | 0.2% | -1.4% | 0.021% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 6,703 | $670K | 0.1% | +35.7% | 0.010% | |
| 4/23/2026 | Apollon Wealth Management LLC | 11,014 | $1.10M | 0.0% | +1.8% | 0.017% | |
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| 4/22/2026 | Janney Montgomery Scott LLC | 35,409 | $3.54M | 0.0% | -0.4% | 0.055% | |
| 4/22/2026 | Nicholson Meyer Capital Management Inc. | 83,507 | $8.35M | 6.4% | -1.6% | 0.129% | |
| 4/22/2026 | Goodman Advisory Group LLC | 5,342 | $534K | 0.1% | N/A | 0.008% | |
| 4/22/2026 | Decision Investments Inc. | 30,228 | $3.02M | 3.4% | -3.0% | 0.047% | |
| 4/22/2026 | Pictet Asset Management Holding SA | 1,152,840 | $110.40M | 0.1% | +64.2% | 1.797% | |
| 4/21/2026 | Maridea Wealth Management LLC | 11,811 | $1.18M | 0.2% | +2.3% | 0.018% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 2,817 | $282K | 0.0% | -4.7% | 0.004% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 5,634 | $563K | 0.0% | +153.0% | 0.009% | |
| 4/21/2026 | Columbus Macro LLC | 18,339 | $1.83M | 0.2% | +0.6% | 0.029% | |
| 4/21/2026 | Urban Wealth Management LLC | 3,715 | $371K | 0.4% | -15.2% | 0.006% | |
| 4/21/2026 | Balance Wealth LLC | 15,923 | $1.59M | 0.5% | +0.6% | 0.025% | |
| 4/20/2026 | Cardinal Strategic Wealth Guidance | 65,350 | $6.53M | 1.7% | -12.4% | 0.102% | |
| 4/20/2026 | Blue Trust Inc. | 4,389 | $439K | 0.0% | -86.3% | 0.007% | |
| 4/17/2026 | Defined Wealth Management LLC | 34,789 | $3.48M | 2.0% | -0.4% | 0.054% | |
| 4/17/2026 | Brookstone Capital Management | 8,586 | $858K | 0.0% | +17.5% | 0.013% | |
| 4/16/2026 | Sheets Smith Wealth Management | 15,022 | $1.50M | 0.2% | +1.3% | 0.023% | |
| 4/16/2026 | Uhlmann Price Securities LLC | 6,000 | $614K | 0.0% | N/A | 0.010% | |
| 3/20/2026 | Purpose Unlimited Inc. | 1,290 | $135K | 0.0% | N/A | 0.002% | |
| 3/20/2026 | Hsbc Holdings PLC | 18,000 | $1.89M | 0.0% | N/A | 0.030% | |
| 3/13/2026 | World Investment Advisors | 85,979 | $9.03M | 0.1% | +2.5% | 0.141% | |
| 3/12/2026 | Farmers National Bank | 6,650 | $698K | 0.2% | N/A | 0.011% | |
| 3/9/2026 | Corient Private Wealth LLC | 13,023 | $1.37M | 0.0% | -8.9% | 0.021% | |
| 3/6/2026 | Hsbc Holdings PLC | 18,000 | $1.89M | 0.0% | N/A | 0.030% | |
| 2/25/2026 | Tempo Wealth LLC | 11,781 | $1.24M | 0.2% | N/A | 0.019% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 2,466 | $259K | 0.1% | +12.9% | 0.004% | |
| 2/23/2026 | Virtu Financial LLC | 16,777 | $1.76M | 0.1% | N/A | 0.028% | |
| 2/20/2026 | Larch Capital Partners LLC | 34,902 | $3.67M | 0.5% | N/A | 0.057% | |
| 2/20/2026 | Catalyst Investment Management LLC | 7,907 | $830K | 0.8% | N/A | 0.013% | |
| 2/19/2026 | Mcguire Capital Advisors Inc. | 271 | $28K | 0.0% | N/A | 0.000% | |
| 2/19/2026 | ATX Financial Planning LLC | 4,068 | $427K | 0.3% | N/A | 0.007% | |
| 2/19/2026 | Corient Private Wealth LLC | 13,023 | $1.37M | 0.0% | -8.9% | 0.021% | |
| 2/18/2026 | Ameriflex Group Inc. | 464 | $49K | 0.0% | -53.4% | 0.001% | |
| 2/18/2026 | High Falls Advisors Inc | 3,746 | $393K | 0.1% | -18.1% | 0.006% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 12,424 | $1.30M | 0.0% | -13.9% | 0.020% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 12,857 | $1.35M | 0.0% | +20.9% | 0.021% | |
| 2/18/2026 | EP Wealth Advisors LLC | 4,550 | $478K | 0.0% | N/A | 0.007% | |
| 2/18/2026 | NewEdge Advisors LLC | 37,911 | $3.98M | 0.0% | -26.1% | 0.062% | |
| 2/18/2026 | Zacks Investment Management | 3,576 | $375K | 0.0% | N/A | 0.006% | |
| 2/18/2026 | VestGen Advisors LLC | 2,918 | $306K | 0.0% | -6.9% | 0.005% | |
| 2/18/2026 | BNB Wealth Management LLC | 3,533 | $371K | 0.2% | N/A | 0.006% | |
| 2/18/2026 | Brooks Moore & Associates Inc. | 7,000 | $735K | 0.4% | -22.2% | 0.011% | |
| 2/17/2026 | Integrated Advisors Network LLC | 3,033 | $318K | 0.0% | -21.2% | 0.005% | |
| 2/17/2026 | DV Equities LLC | 50,000 | $5.25M | 0.9% | N/A | 0.082% | |
| 2/17/2026 | AQR Capital Management LLC | 4,684 | $492K | 0.0% | +105.3% | 0.008% | |
| 2/17/2026 | EFG International AG | 300 | $32K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 167,943 | $17.63M | 0.0% | -0.6% | 0.276% | |
| 2/17/2026 | Equitable Holdings Inc. | 26,696 | $2.80M | 0.0% | +15.8% | 0.044% | |
| 2/17/2026 | Kovack Advisors Inc. | 18,818 | $1.98M | 0.1% | +7.9% | 0.031% | |
| 2/17/2026 | Trexquant Investment LP | 2,700 | $284K | 0.0% | -7.5% | 0.004% | |
| 2/17/2026 | FIL Ltd | 750,715 | $79.25M | 0.1% | -10.1% | 1.232% | |
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| 2/17/2026 | GeoWealth Management LLC | 17,988 | $1.89M | 0.1% | -40.5% | 0.030% | |
| 2/17/2026 | Osaic Holdings Inc. | 199,653 | $20.97M | 0.0% | -6.4% | 0.328% | |
| 2/17/2026 | Captrust Financial Advisors | 19,397 | $2.04M | 0.0% | +1.8% | 0.032% | |
| 2/17/2026 | &PARTNERS | 5,085 | $534K | 0.0% | -15.3% | 0.008% | |
| 2/17/2026 | Blair William & Co. IL | 7,179 | $754K | 0.0% | +12.0% | 0.012% | |
| 2/17/2026 | Royal Bank of Canada | 944,545 | $99.18M | 0.0% | +10.8% | 1.550% | |
| 2/17/2026 | Bluedoor Private Wealth LLC | 5,190 | $545K | 0.3% | N/A | 0.009% | |
| 2/16/2026 | Tableaux LLC | 4,761 | $500K | 0.1% | -50.0% | 0.008% | |
| 2/16/2026 | Perryman Financial Advisory Inc. AD | 10,246 | $1.08M | 0.2% | N/A | 0.017% | |
| 2/16/2026 | MML Investors Services LLC | 69,841 | $7.33M | 0.0% | +21.0% | 0.115% | |