| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 10,894 | $1.07M | 0.0% | -40.0% | 0.011% | |
| 6/3/2026 | NewEdge Advisors LLC | 59,860 | $5.06M | 0.0% | -50.5% | 0.060% | |
| 5/28/2026 | Cozad Asset Management Inc. | 5,515 | $466K | 0.0% | -42.2% | 0.006% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 2,969 | $261K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | Western Wealth Management LLC | 96,143 | $8.13M | 0.3% | +2.8% | 0.096% | |
| 5/19/2026 | NewEdge Advisors LLC | 47,706 | $4.03M | 0.1% | -60.5% | 0.048% | |
| 5/19/2026 | Bank of America Corp DE | 2,231,576 | $188.61M | 0.0% | +14.0% | 2.227% | |
| 5/19/2026 | Centaurus Financial Inc. | 1,457 | $123K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 193,170 | $16.33M | 0.3% | +6,095.3% | 0.193% | |
| 5/18/2026 | Royal Bank of Canada | 1,348,530 | $113.98M | 0.0% | +6.5% | 1.346% | |
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| 5/16/2026 | Quantinno Capital Management LP | 3,307 | $280K | 0.0% | +42.4% | 0.003% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 16,514 | $1.40M | 0.1% | +74.5% | 0.016% | |
| 5/14/2026 | Renaissance Technologies LLC | 6,500 | $549K | 0.0% | -67.2% | 0.006% | |
| 5/14/2026 | Modern Wealth Management LLC | 63,750 | $5.44M | 0.1% | +5.2% | 0.064% | |
| 5/14/2026 | Greenline Wealth Management LLC | 48,624 | $4.11M | 4.7% | +4.4% | 0.049% | |
| 5/14/2026 | Lido Advisors LLC | 9,450 | $799K | 0.0% | +173.9% | 0.009% | |
| 5/13/2026 | Cetera Investment Advisers | 1,196,206 | $101.10M | 0.1% | +123.2% | 1.194% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 215,646 | $18.23M | 0.0% | +9.3% | 0.215% | |
| 5/7/2026 | Resolute Wealth Strategies LLC | 160,789 | $13.59M | 5.9% | +5.6% | 0.160% | |
| 5/6/2026 | Frontier Asset Management LLC | 357,252 | $30.20M | 6.3% | +10.5% | 0.356% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 988 | $84K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Independent Financial Group LLC | 7,052 | $596K | 0.0% | N/A | 0.007% | |
| 5/6/2026 | Advantage Trust Co | 285,609 | $24.14M | 10.8% | +2.8% | 0.285% | |
| 5/5/2026 | D.A. Davidson & CO. | 183,169 | $15.48M | 0.1% | -1.4% | 0.183% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 99,246 | $8.39M | 0.6% | -72.1% | 0.099% | |
| 5/5/2026 | Bank of New York Mellon Corp | 408,564 | $34.53M | 0.0% | -12.9% | 0.408% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 90,704 | $7.67M | 0.2% | -32.4% | 0.091% | |
| 5/5/2026 | Luts & Greenleigh Group Inc. | 2,861 | $242K | 0.2% | +6.6% | 0.003% | |
| 5/5/2026 | Sanctuary Advisors LLC | 36,370 | $3.07M | 0.0% | +19.1% | 0.036% | |
| 5/4/2026 | Retirement Planning Group LLC | 3,354 | $283K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Procyon Advisors LLC | 8,476 | $716K | 0.0% | +91.5% | 0.008% | |
| 5/2/2026 | Valmark Advisers Inc. | 13,413 | $1.13M | 0.0% | +21.0% | 0.013% | |
| 5/2/2026 | Carnegie Investment Counsel | 15,838 | $1.34M | 0.0% | +1.4% | 0.016% | |
| 5/1/2026 | Fifth Third Bancorp | 6,062 | $512K | 0.0% | +2,479.6% | 0.006% | |
| 5/1/2026 | Sovran Advisors LLC | 10,627 | $995K | 0.1% | +12.6% | 0.011% | |
| 5/1/2026 | American Trust | 604,032 | $51.05M | 4.5% | +5.1% | 0.603% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 307,936 | $26.03M | 0.1% | -8.0% | 0.307% | |
| 4/30/2026 | Kestra Advisory Services LLC | 196,395 | $16.60M | 0.1% | -3.9% | 0.196% | |
| 4/29/2026 | Saxon Interests Inc. | 9,882 | $835K | 0.3% | +38.0% | 0.010% | |
| 4/29/2026 | WealthPLAN Partners LLC | 22,953 | $1.94M | 0.4% | +267.8% | 0.023% | |
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| 4/29/2026 | Northwest Wealth Advisors LLC | 20,036 | $1.69M | 1.2% | +14.5% | 0.020% | |
| 4/29/2026 | Centerpoint Advisory Group | 54,087 | $4.57M | 3.4% | -2.3% | 0.054% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 1,414 | $121K | 0.0% | -42.7% | 0.001% | |
| 4/28/2026 | Ascentis Independent Advisors | 28,096 | $2.38M | 0.2% | N/A | 0.028% | |
| 4/28/2026 | Stephens Inc. AR | 56,068 | $4.74M | 0.1% | +1.1% | 0.057% | |
| 4/28/2026 | Private Wealth Partners LLC | 28,700 | $2.43M | 0.2% | -23.5% | 0.029% | |
| 4/28/2026 | Nixon Peabody Trust Co. | 28,159 | $2.38M | 0.2% | +3.6% | 0.028% | |
| 4/28/2026 | WBH Advisory Inc. | 23,703 | $2.02M | 0.2% | +8.2% | 0.024% | |
| 4/27/2026 | HB Wealth Management LLC | 9,795 | $828K | 0.0% | +19.1% | 0.010% | |
| 4/27/2026 | BIP Wealth LLC | 5,860 | $495K | 0.0% | +5.9% | 0.006% | |
| 4/27/2026 | Baer Investment Advisory LLC | 3,267 | $276K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | World Investment Advisors | 3,964 | $335K | 0.0% | -7.3% | 0.004% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 12,470 | $1.02M | 0.3% | +4.7% | 0.013% | |
| 4/27/2026 | Private Advisor Group LLC | 479,593 | $40.54M | 0.2% | +17.5% | 0.484% | |
| 4/25/2026 | Axis Wealth Partners LLC | 14,997 | $1.27M | 0.7% | +9.1% | 0.015% | |
| 4/25/2026 | rebel Financial LLC | 40,947 | $3.46M | 1.5% | +13.7% | 0.041% | |
| 4/25/2026 | Northwest Financial Advisors | 5,729 | $484K | 0.9% | N/A | 0.006% | |
| 4/24/2026 | Root Financial Partners LLC | 1,805 | $153K | 0.0% | -36.4% | 0.002% | |
| 4/24/2026 | Essex Financial Services Inc. | 5,055 | $427K | 0.0% | +33.7% | 0.005% | |
| 4/24/2026 | Barnes Pettey Financial Advisors LLC | 6,894 | $583K | 0.3% | +56.1% | 0.007% | |
| 4/24/2026 | Merited Wealth LLC | 29,595 | $2.50M | 2.1% | +99.5% | 0.030% | |
| 4/24/2026 | Semus Wealth Partners LLC | 23,282 | $1.97M | 1.1% | -1.5% | 0.024% | |
| 4/24/2026 | Wagner Wealth Management LLC | 194,940 | $16.48M | 3.3% | +3.2% | 0.198% | |
| 4/23/2026 | Foundry Financial Group Inc. | 136,156 | $11.51M | 5.7% | +16.0% | 0.138% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 6,899 | $583K | 0.1% | N/A | 0.007% | |
| 4/23/2026 | Intrua Financial LLC | 5,774 | $488K | 0.1% | +2.3% | 0.006% | |
| 4/23/2026 | 3Chopt Investment Partners LLC | 15,019 | $1.27M | 0.3% | -7.0% | 0.015% | |
| 4/23/2026 | Formidable Asset Management LLC | 66,749 | $6.19M | 1.0% | +4.4% | 0.068% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 98,750 | $8.35M | 0.5% | +100.8% | 0.100% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,558,376 | $131.71M | 0.3% | -2.0% | 1.593% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 3,579 | $303K | 0.0% | -47.7% | 0.004% | |
| 4/22/2026 | Welch Financial Planning LLC | 138,201 | $11.68M | 8.4% | +2.8% | 0.141% | |
| 4/22/2026 | Riverstone Advisors LLC | 2,388 | $202K | 0.1% | -9.8% | 0.002% | |
| 4/21/2026 | Echo Wealth Management LLC | 56,694 | $4.79M | 2.8% | -15.4% | 0.058% | |
| 4/21/2026 | Unique Wealth LLC | 13,508 | $1.14M | 0.2% | N/A | 0.014% | |
| 4/21/2026 | ADG Wealth Management Group LLC | 3,970 | $336K | 0.2% | +4.9% | 0.004% | |
| 4/21/2026 | Penobscot Wealth Management | 107,844 | $9.12M | 2.7% | +6.4% | 0.110% | |
| 4/21/2026 | Aegis Wealth Management Inc. | 2,681 | $227K | 0.2% | -10.9% | 0.003% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 12,552 | $1.06M | 0.0% | +3.7% | 0.013% | |
| 4/20/2026 | Heritage Wealth Management Inc. | 21,078 | $1.78M | 0.9% | +2.9% | 0.022% | |
| 4/20/2026 | Provenance Wealth Advisors LLC | 558,867 | $47.24M | 5.0% | -4.2% | 0.571% | |
| 4/18/2026 | Nautilus Advisors LLC | 4,037 | $341K | 0.2% | -5.0% | 0.004% | |
| 4/18/2026 | Berman McAleer LLC | 453,276 | $38.31M | 5.2% | +2.6% | 0.463% | |
| 4/18/2026 | Steph & Co. | 517,947 | $43.78M | 12.5% | +4.0% | 0.530% | |
| 4/17/2026 | Krilogy Financial LLC | 6,388 | $586K | 0.0% | -4.8% | 0.007% | |
| 4/17/2026 | AdvisorNet Financial Inc | 6,764 | $572K | 0.0% | -3.7% | 0.007% | |
| 4/17/2026 | High Net Worth Advisory Group LLC | 9,605 | $812K | 0.2% | +2.9% | 0.010% | |
| 4/17/2026 | Greenbush Financial Group LLC | 105,696 | $8.93M | 3.0% | -19.9% | 0.108% | |
| 4/16/2026 | True Vision MN LLC | 4,793 | $405K | 0.2% | -11.0% | 0.005% | |
| 4/16/2026 | Cambridge Advisors Inc. | 21,597 | $1.83M | 0.4% | -13.0% | 0.022% | |
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| 4/16/2026 | Allegheny Financial Group | 172,227 | $14.56M | 2.0% | +68.3% | 0.176% | |
| 4/16/2026 | Sprinkle Financial Consultants LLC | 181,868 | $15.37M | 7.1% | +4.0% | 0.186% | |
| 4/16/2026 | Triad Wealth Partners LLC | 55,940 | $4.73M | 0.4% | +13.8% | 0.057% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 28,656 | $2.42M | 0.1% | +14.4% | 0.029% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 255,485 | $23.71M | 0.0% | +642.5% | 0.274% | |
| 3/13/2026 | World Investment Advisors | 4,274 | $397K | 0.0% | +4.1% | 0.005% | |
| 3/9/2026 | Corient Private Wealth LLC | 56,958 | $5.29M | 0.0% | +28.3% | 0.061% | |
| 2/27/2026 | Arwa LLC | 12,364 | $1.15M | 0.7% | N/A | 0.013% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 9,072 | $842K | 0.5% | -5.6% | 0.010% | |
| 2/19/2026 | Van Diest Capital LLC | 3,538 | $328K | 0.5% | N/A | 0.004% | |