| 7/10/2026 | Investors Research Corp | 17,509 | $1.96M | 0.4% | -27.4% | 0.067% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 518 | $58K | 0.0% | +28.2% | 0.002% | |
| 7/10/2026 | Diversified Management Inc. | 2,704 | $303K | 0.1% | -5.0% | 0.010% | |
| 7/10/2026 | Clarus Wealth Advisors | 24,629 | $2.65M | 1.0% | -4.0% | 0.094% | |
| 7/10/2026 | KWB Wealth | 3,267 | $366K | 0.0% | -4.1% | 0.013% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 39,636 | $4.44M | 0.4% | -9.6% | 0.152% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,912 | $214K | 0.0% | N/A | 0.007% | |
| 7/10/2026 | Community Financial Services Group LLC | 756 | $84K | 0.0% | N/A | 0.003% | |
| 7/9/2026 | Friday Financial | 3,428 | $372K | 0.1% | N/A | 0.013% | |
| 7/9/2026 | Focus Financial Network Inc. | 6,833 | $766K | 0.0% | -8.4% | 0.026% | |
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| 7/9/2026 | Pine Haven Investment Counsel Inc | 7,888 | $884K | 0.6% | +17.0% | 0.030% | |
| 7/7/2026 | Bill Few Associates Inc. | 36,296 | $4.07M | 0.9% | -1.4% | 0.139% | |
| 7/7/2026 | Balefire LLC | 4,766 | $534K | 0.1% | +7.0% | 0.018% | |
| 7/7/2026 | Avior Wealth Management LLC | 49,181 | $5.51M | 0.1% | +185.2% | 0.188% | |
| 7/7/2026 | Waller Financial Planning Group Inc. | 19,213 | $2.15M | 0.4% | -6.9% | 0.074% | |
| 7/2/2026 | KERR FINANCIAL PLANNING Corp | 229 | $26K | 0.0% | -33.0% | 0.001% | |
| 7/1/2026 | Marathon Mission Inc. | 83,077 | $9.31M | 4.6% | +4.3% | 0.320% | |
| 6/18/2026 | Western Wealth Management LLC | 10,130 | $972K | 0.0% | -38.0% | 0.039% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 507,678 | $48.72M | 3.0% | +2.1% | 1.956% | |
| 6/3/2026 | NewEdge Advisors LLC | 12,394 | $1.19M | 0.0% | -31.0% | 0.048% | |
| 5/26/2026 | Glenmede Trust Co. NA | 2,899 | $278K | 0.0% | +54.7% | 0.011% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 118,234 | $11.35M | 0.1% | -4.9% | 0.456% | |
| 5/19/2026 | Western Wealth Management LLC | 10,130 | $972K | 0.0% | -38.0% | 0.039% | |
| 5/19/2026 | NewEdge Advisors LLC | 11,188 | $1.07M | 0.0% | -37.7% | 0.043% | |
| 5/19/2026 | Bank of America Corp DE | 220,537 | $21.16M | 0.0% | -13.6% | 0.850% | |
| 5/18/2026 | Royal Bank of Canada | 141,086 | $13.54M | 0.0% | +100.6% | 0.544% | |
| 5/15/2026 | Asset Management Group Inc. | 19,845 | $1.90M | 0.3% | -5.2% | 0.076% | |
| 5/14/2026 | Klingman & Associates LLC | 324,175 | $31.11M | 1.5% | -0.6% | 1.249% | |
| 5/14/2026 | Gibbs Wealth Management | 7,527 | $722K | 0.1% | +160.3% | 0.029% | |
| 5/13/2026 | Cetera Investment Advisers | 141,139 | $13.54M | 0.0% | +24.5% | 0.544% | |
| 5/13/2026 | Prestige Wealth Management Group LLC | 67,613 | $6.49M | 1.3% | -2.6% | 0.261% | |
| 5/13/2026 | Measured Wealth Private Client Group LLC | 2,758 | $265K | 0.1% | -3.3% | 0.011% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,818 | $174K | 0.0% | +9.1% | 0.007% | |
| 5/7/2026 | Florida Financial Advisors LLC | 9,252 | $888K | 0.2% | +44.0% | 0.036% | |
| 5/7/2026 | Basepoint Wealth LLC | 1,118 | $107K | 0.1% | -12.5% | 0.004% | |
| 5/7/2026 | Balefire LLC | 4,454 | $427K | 0.1% | +9.3% | 0.017% | |
| 5/7/2026 | Parallel Advisors LLC | 1,369 | $131K | 0.0% | -43.9% | 0.005% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 30,925 | $2.97M | 0.2% | -29.1% | 0.119% | |
| 5/5/2026 | Navigation Group LLC | 10,159 | $975K | 0.2% | N/A | 0.039% | |
| 5/5/2026 | IMC Chicago LLC | 9,652 | $926K | 0.0% | N/A | 0.037% | |
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| 5/5/2026 | Signet Financial Management LLC | 114,552 | $10.99M | 1.2% | -1.4% | 0.441% | |
| 5/5/2026 | Sigma Planning Corp | 3,845 | $369K | 0.0% | +12.9% | 0.015% | |
| 5/5/2026 | Nwam LLC | 7,417 | $712K | 0.0% | -7.4% | 0.029% | |
| 5/5/2026 | Broadview Financial Management LLC | 16,312 | $1.57M | 1.1% | +2.6% | 0.063% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 321,914 | $30.89M | 0.8% | +11.6% | 1.241% | |
| 5/4/2026 | Retirement Planning Group LLC | 3,279 | $315K | 0.0% | -5.8% | 0.013% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 74,312 | $7.74M | 0.2% | +5.4% | 0.286% | |
| 5/2/2026 | Global Assets Advisory LLC | 9,872 | $947K | 0.2% | N/A | 0.038% | |
| 5/2/2026 | Diversify Wealth Management LLC | 2,281 | $233K | 0.0% | N/A | 0.009% | |
| 5/2/2026 | Carnegie Investment Counsel | 5,729 | $550K | 0.0% | +1.8% | 0.022% | |
| 5/2/2026 | UNIVEST FINANCIAL Corp | 121,342 | $11.64M | 0.7% | -62.2% | 0.468% | |
| 5/1/2026 | Capital Squared Financial LLC | 19,913 | $1.91M | 1.5% | +2.2% | 0.077% | |
| 5/1/2026 | Fifth Third Bancorp | 12,584 | $1.21M | 0.0% | +39,225.0% | 0.048% | |
| 5/1/2026 | WealthShield Partners LLC | 71,389 | $6.85M | 0.8% | +0.9% | 0.275% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 17,489 | $1.68M | 0.4% | -27.6% | 0.068% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 26,476 | $2.54M | 0.3% | -9.8% | 0.102% | |
| 4/30/2026 | Kestra Advisory Services LLC | 10,616 | $1.02M | 0.0% | +3.8% | 0.041% | |
| 4/30/2026 | Beam Wealth Advisors Inc. | 11,651 | $1.12M | 0.3% | +1.9% | 0.045% | |
| 4/29/2026 | Cvfg LLC | 8,745 | $839K | 0.1% | N/A | 0.034% | |
| 4/29/2026 | Capstone Wealth Management Group LLC | 2,125 | $204K | 0.1% | N/A | 0.008% | |
| 4/29/2026 | KERR FINANCIAL PLANNING Corp | 342 | $34K | 0.0% | +50.0% | 0.001% | |
| 4/29/2026 | Resonant Capital Advisors LLC | 6,142 | $589K | 0.0% | -3.0% | 0.024% | |
| 4/29/2026 | Advance Capital Management Inc. | 2,137 | $205K | 0.0% | N/A | 0.008% | |
| 4/29/2026 | Burney Co. | 2,223 | $213K | 0.0% | -27.8% | 0.009% | |
| 4/29/2026 | Integrated Advisors Network LLC | 2,993 | $287K | 0.0% | -60.4% | 0.012% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 26,519 | $2.55M | 0.2% | -5.8% | 0.103% | |
| 4/28/2026 | New England Capital Financial Advisors LLC | 18,079 | $1.74M | 0.5% | +35.3% | 0.070% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 44,416 | $4.26M | 0.4% | -2.4% | 0.172% | |
| 4/27/2026 | World Investment Advisors | 24,397 | $2.34M | 0.0% | +2.0% | 0.094% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 762 | $73K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | Private Advisor Group LLC | 425,586 | $40.84M | 0.2% | +40.6% | 1.646% | |
| 4/25/2026 | KPP Advisory Services LLC | 8,910 | $855K | 0.1% | +5.4% | 0.034% | |
| 4/24/2026 | Financial Life Planners | 642 | $62K | 0.0% | N/A | 0.002% | |
| 4/24/2026 | Key Financial Inc | 15,837 | $1.52M | 0.3% | -9.3% | 0.061% | |
| 4/24/2026 | First Pacific Financial | 7,195 | $690K | 0.1% | +40.1% | 0.028% | |
| 4/23/2026 | Balanced Wealth Group LLC | 144,257 | $13.84M | 5.0% | +2.9% | 0.557% | |
| 4/23/2026 | Flagstar Advisors Inc. | 6,307 | $605K | 0.2% | -2.9% | 0.024% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 5,551 | $533K | 0.0% | +6.0% | 0.021% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 3,193 | $306K | 0.0% | -5.2% | 0.012% | |
| 4/22/2026 | Trilogy Capital Inc. | 12,262 | $1.18M | 0.1% | -6.5% | 0.047% | |
| 4/22/2026 | Lewis Asset Management LLC | 10,779 | $1.03M | 0.4% | -2.1% | 0.042% | |
| 4/21/2026 | Maltin Wealth Management Inc. | 4,455 | $427K | 0.2% | +7.4% | 0.017% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 330,087 | $31.68M | 1.3% | +1.8% | 1.277% | |
| 4/21/2026 | Grey Ledge Advisors LLC | 5,173 | $496K | 0.1% | -3.7% | 0.020% | |
| 4/21/2026 | OLD National Bancorp IN | 3,000 | $288K | 0.0% | N/A | 0.012% | |
| 4/20/2026 | RFG Advisory LLC | 6,627 | $636K | 0.0% | N/A | 0.026% | |
| 4/20/2026 | Centennial Wealth Advisory LLC | 43,666 | $4.19M | 1.0% | +51.5% | 0.169% | |
| 4/17/2026 | Brookstone Capital Management | 23,770 | $2.28M | 0.0% | -5.8% | 0.092% | |
| 4/15/2026 | Brady Martz Wealth Solutions LLC | 6,109 | $586K | 0.1% | -20.5% | 0.024% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 2,879 | $266K | 0.0% | -34.3% | 0.011% | |
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| 3/13/2026 | World Investment Advisors | 23,911 | $2.21M | 0.0% | +22.4% | 0.092% | |
| 3/9/2026 | Corient Private Wealth LLC | 159,559 | $14.87M | 0.0% | +14.2% | 0.616% | |
| 3/4/2026 | Pure Financial Advisors LLC | 10,352 | $957K | 0.0% | -12.0% | 0.040% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 331,315 | $30.65M | 1.6% | +3.6% | 1.279% | |
| 3/4/2026 | SHP Wealth Management | 4,150 | $384K | 0.0% | N/A | 0.016% | |
| 2/25/2026 | Tempo Wealth LLC | 37,396 | $3.46M | 0.6% | N/A | 0.144% | |
| 2/25/2026 | MidFirst Bank | 18,917 | $1.75M | 0.1% | N/A | 0.073% | |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 3,656 | $366K | 0.1% | +10.0% | 0.014% | |
| 2/19/2026 | Corient Private Wealth LLC | 159,559 | $14.87M | 0.0% | +14.2% | 0.616% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 7,728 | $714K | 0.0% | -2.9% | 0.030% | |