| 10/14/2026 | B. Riley Wealth Advisors Inc. | 24,669 | $2.38M | 0.1% | N/A | 0.024% | |
| 10/14/2026 | Krilogy Financial LLC | 6,806 | $664K | 0.0% | +6.5% | 0.007% | |
| 10/13/2026 | Fagan Associates Inc. | 9,391 | $907K | 0.1% | +31.1% | 0.009% | |
| 10/13/2026 | Fermata Advisors LLC | 21,756 | $2.10M | 0.4% | -33.4% | 0.021% | |
| 10/13/2026 | NorthCrest Asset Manangement LLC | 47,587 | $4.64M | 0.1% | +3.5% | 0.046% | |
| 10/13/2026 | Avior Wealth Management LLC | 702,205 | $67.82M | 1.8% | +1.9% | 0.673% | |
| 10/9/2026 | GK Wealth Management LLC | 325 | $31K | 0.0% | -96.9% | 0.000% | |
| 10/9/2026 | Sprinkle Financial Consultants LLC | 218,397 | $21.09M | 8.0% | +14.8% | 0.209% | |
| 10/9/2026 | Bill Few Associates Inc. | 27,002 | $2.61M | 0.5% | +2.9% | 0.026% | |
| 10/9/2026 | Emergent Wealth Advisors LLC | 3,405 | $329K | 0.2% | -30.7% | 0.003% | |
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| 10/8/2026 | Farther Finance Advisors LLC | 116,390 | $11.24M | 0.1% | -0.1% | 0.111% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 13,812 | $1.33M | 0.1% | -93.3% | 0.013% | |
| 10/7/2026 | Venture Visionary Partners LLC | 120,754 | $11.66M | 0.3% | +1.5% | 0.115% | |
| 10/7/2026 | Steph & Co. | 556,645 | $53.76M | 13.3% | +6.5% | 0.532% | |
| 10/7/2026 | Cooper Financial Group | 5,460 | $527K | 0.0% | -23.9% | 0.005% | |
| 10/7/2026 | Crumly & Associates Inc. | 236,292 | $22.82M | 4.0% | -4.9% | 0.226% | |
| 10/7/2026 | Nautilus Advisors LLC | 3,587 | $346K | 0.2% | -5.3% | 0.003% | |
| 10/6/2026 | Boyum Wealth Architects LLC | 17,875 | $1.75M | 0.7% | -4.9% | 0.017% | |
| 10/5/2026 | MassMutual Private Wealth & Trust FSB | 10,479 | $1.01M | 0.0% | -3.8% | 0.010% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 13,370 | $1.32M | 0.0% | +16.0% | 0.013% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 1,190,363 | $117.36M | 0.0% | -3.6% | 1.139% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 278,090 | $27.42M | 0.1% | -9.7% | 0.266% | |
| 9/9/2026 | Capital Analysts LLC | 1,729 | $170K | 0.0% | +33.6% | 0.002% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 688,667 | $67.90M | 0.4% | +92.4% | 0.659% | |
| 9/9/2026 | Community Bank N.A. | 597 | $59K | 0.0% | N/A | 0.001% | |
| 9/9/2026 | NewEdge Advisors LLC | 57,949 | $5.71M | 0.0% | -3.2% | 0.055% | |
| 9/9/2026 | IFP Advisors Inc | 43,923 | $4.33M | 0.1% | +14.5% | 0.042% | |
| 9/2/2026 | MLG Wealth Management DBA Pine Grove Financial Group | 134,552 | $13.16M | 1.3% | -14.9% | 0.129% | |
| 8/27/2026 | Corient Private Wealth LP | 53,570 | $5.28M | 0.0% | -17.6% | 0.051% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 10,739 | $1.06M | 0.0% | +124.7% | 0.010% | |
| 8/23/2026 | Kintra Wealth LLC | 327,929 | $31.77M | 1.7% | +1,059.7% | 0.314% | |
| 8/23/2026 | Yarger Wealth Strategies LLC | 68,401 | $6.62M | 2.4% | +6.0% | 0.065% | |
| 8/23/2026 | SFG Wealth Management LLC. | 7,466 | $736K | 0.3% | +57.4% | 0.007% | |
| 8/23/2026 | HB Wealth Management LLC | 15,894 | $1.57M | 0.0% | +62.3% | 0.015% | |
| 8/23/2026 | Unique Wealth LLC | 15,240 | $1.50M | 0.2% | +12.8% | 0.015% | |
| 8/22/2026 | Hopwood Nicholas Hunter | 24,918 | $2.46M | 0.7% | N/A | 0.024% | |
| 8/22/2026 | Elevation Wealth Management LLC | 19,377 | $1.91M | 1.4% | -10.8% | 0.019% | |
| 8/22/2026 | Comprehensive Financial Planning Inc. PA | 38,166 | $3.76M | 2.0% | +4.9% | 0.037% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 9,021 | $889K | 0.0% | +5.2% | 0.009% | |
| 8/21/2026 | Continuum Advisory LLC | 2,226 | $219K | 0.0% | N/A | 0.002% | |
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| 8/21/2026 | Atticus Wealth Management LLC | 7,109 | $701K | 0.2% | -64.9% | 0.007% | |
| 8/20/2026 | Susquehanna International Group LLP | 19,134 | $1.89M | 0.0% | +248.0% | 0.018% | |
| 8/20/2026 | Benjamin Edwards Inc. | 16,681 | $1.65M | 0.0% | -1.4% | 0.016% | |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 35,812 | $3.53M | 0.0% | +145.5% | 0.034% | |
| 8/20/2026 | Wedbush Securities Inc. | 8,346 | $823K | 0.0% | +6.5% | 0.008% | |
| 8/7/2026 | First National Bank & Trust Co. of Newtown | 10,502 | $963K | 0.2% | N/A | 0.010% | |
| 8/7/2026 | Continuum Advisory LLC | 2,226 | $219K | 0.0% | N/A | 0.002% | |
| 8/7/2026 | Tulsa Wealth Advisors INC | 2,683 | $265K | 0.0% | N/A | 0.003% | |
| 8/6/2026 | Bank of New York Mellon Corp | 437,258 | $43.11M | 0.0% | +7.0% | 0.419% | |
| 8/6/2026 | Frontier Asset Management LLC | 365,563 | $36.04M | 6.5% | +2.3% | 0.350% | |
| 8/5/2026 | Janney Montgomery Scott LLC | 1,270,516 | $125.26M | 0.2% | -18.5% | 1.216% | |
| 8/5/2026 | Rollins Financial Advisors LLC | 3,851 | $380K | 0.1% | -28.1% | 0.004% | |
| 8/5/2026 | Fagan Associates Inc. | 7,162 | $706K | 0.1% | +6.4% | 0.007% | |
| 8/4/2026 | Correct Capital Wealth Management | 192,236 | $18.95M | 3.3% | -7.7% | 0.184% | |
| 8/4/2026 | Gateway Wealth Partners LLC | 6,137 | $605K | 0.0% | -62.8% | 0.006% | |
| 8/3/2026 | Oppenheimer & Co. Inc. | 9,221 | $909K | 0.0% | +18.6% | 0.009% | |
| 7/10/2026 | Orrstown Financial Services Inc. | 242,047 | $23.86M | 3.5% | +3.0% | 0.239% | |
| 7/9/2026 | Crumly & Associates Inc. | 248,565 | $24.51M | 4.7% | -2.1% | 0.245% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 17,733 | $1.75M | 0.6% | +18.4% | 0.017% | |
| 7/8/2026 | Sprinkle Financial Consultants LLC | 190,225 | $18.76M | 7.4% | +4.6% | 0.188% | |
| 7/7/2026 | Fermata Advisors LLC | 32,645 | $3.22M | 0.7% | -0.5% | 0.032% | |
| 7/7/2026 | Bill Few Associates Inc. | 26,233 | $2.59M | 0.6% | +1.5% | 0.026% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 3,947 | $389K | 0.0% | N/A | 0.004% | |
| 7/7/2026 | GK Wealth Management LLC | 10,644 | $1.05M | 0.6% | N/A | 0.011% | |
| 7/7/2026 | Avior Wealth Management LLC | 688,966 | $67.93M | 1.8% | -13.1% | 0.680% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 4,668 | $460K | 0.0% | N/A | 0.005% | |
| 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% | |
| 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% | |
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| 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% | |