| 10/14/2026 | Boyce & Associates Wealth Consulting Inc. | 7,095 | $734K | 0.4% | N/A | 0.021% | |
| 10/13/2026 | Accel Wealth Management | 6,458 | $668K | 0.1% | +1.7% | 0.019% | |
| 10/13/2026 | McCollum Christoferson Group LLC | 19,910 | $2.06M | 0.3% | -3.0% | 0.058% | |
| 10/13/2026 | Stegent Equity Advisors Inc. | 9,973 | $1.03M | 0.8% | -6.0% | 0.029% | |
| 10/13/2026 | Paller Financial Services Inc | 35,597 | $3.68M | 2.8% | +7.3% | 0.104% | |
| 10/13/2026 | Consolidated Capital Management LLC | 88,616 | $9.17M | 2.5% | +2.7% | 0.260% | |
| 10/10/2026 | Prism Advisors Inc. | 118,239 | $12.11M | 3.1% | +50.2% | 0.346% | |
| 10/9/2026 | GK Wealth Management LLC | 1,527 | $158K | 0.1% | -29.5% | 0.004% | |
| 10/9/2026 | First Heartland Consultants Inc. | 9,778 | $1.01M | 0.1% | +1.0% | 0.029% | |
| 10/8/2026 | Farther Finance Advisors LLC | 6,446 | $667K | 0.0% | -5.1% | 0.019% | |
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| 10/7/2026 | Echo45 Advisors LLC | 27,024 | $2.80M | 1.3% | +7.1% | 0.079% | |
| 10/2/2026 | Polaris Financial Partners | 876 | $91K | 0.0% | N/A | 0.003% | |
| 10/2/2026 | CX Institutional | 49,067 | $5.08M | 0.1% | +40.1% | 0.143% | |
| 10/2/2026 | GoalVest Advisory LLC | 36,061 | $3.73M | 0.2% | +513.9% | 0.105% | |
| 10/2/2026 | Global Wealth Strategies & Associates | 21,266 | $2.20M | 0.4% | +8.7% | 0.062% | |
| 10/1/2026 | Noble Wealth Management PBC | 1,343 | $139K | 0.1% | -8.0% | 0.004% | |
| 10/1/2026 | Stonebridge Financial Group LLC | 63,737 | $6.59M | 0.5% | +9.4% | 0.185% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 307,328 | $35.64M | 0.0% | +17.4% | 0.886% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 2,535 | $294K | 0.0% | +48.6% | 0.007% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 5,955 | $691K | 0.0% | -4.4% | 0.017% | |
| 9/9/2026 | RFG Advisory LLC | 8,687 | $1.01M | 0.0% | +51.1% | 0.024% | |
| 9/9/2026 | NewEdge Advisors LLC | 117,089 | $13.58M | 0.0% | -3.3% | 0.330% | |
| 9/9/2026 | IFP Advisors Inc | 68,779 | $7.98M | 0.1% | -5.9% | 0.194% | |
| 9/9/2026 | Squarepoint Ops LLC | 2,286 | $265K | 0.0% | N/A | 0.006% | |
| 9/9/2026 | Baird Financial Group Inc. | 14,787 | $1.72M | 0.0% | +2.8% | 0.042% | |
| 9/9/2026 | Sterling Investment Advisors Ltd. | 29,459 | $3.42M | 0.5% | +1.4% | 0.083% | |
| 9/8/2026 | Waverly Advisors LLC | 5,158 | $598K | 0.0% | +18.1% | 0.015% | |
| 8/27/2026 | Corient Private Wealth LP | 3,193 | $370K | 0.0% | -14.5% | 0.009% | |
| 8/27/2026 | Tucker Asset Management LLC | 6,946 | $806K | 0.2% | +11.0% | 0.020% | |
| 8/26/2026 | HighTower Advisors LLC | 55,549 | $6.44M | 0.0% | +2.1% | 0.156% | |
| 8/24/2026 | Carlson Financial Inc. | 14,097 | $1.64M | 0.8% | +1.8% | 0.040% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 11,140 | $1.29M | 0.0% | +400.0% | 0.031% | |
| 8/23/2026 | Anson Capital Inc. | 3,890 | $451K | 0.3% | +18.0% | 0.011% | |
| 8/23/2026 | Echo45 Advisors LLC | 25,223 | $2.93M | 1.5% | +28.4% | 0.071% | |
| 8/23/2026 | HB Wealth Management LLC | 2,620 | $304K | 0.0% | +15.0% | 0.007% | |
| 8/23/2026 | Nvest Financial LLC | 8,708 | $1.01M | 0.3% | +20.1% | 0.025% | |
| 8/23/2026 | Angeles Wealth Management LLC | 400 | $46K | 0.0% | N/A | 0.001% | |
| 8/23/2026 | Unique Wealth LLC | 3,798 | $440K | 0.1% | +30.0% | 0.011% | |
| 8/22/2026 | Compass Financial Management LLC | 1,170 | $136K | 0.0% | N/A | 0.003% | |
| 8/22/2026 | Maloon Powers Pitre Higgins & Dennehy LLC | 13,554 | $1.57M | 0.5% | N/A | 0.038% | |
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| 8/22/2026 | Markowski Investments | 647 | $75K | 0.0% | N/A | 0.002% | |
| 8/22/2026 | Highland Investment Advisors LLC | 273 | $32K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | SMART Wealth LLC | 19,244 | $2.23M | 0.5% | -10.9% | 0.054% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 681 | $78K | 0.0% | -62.3% | 0.002% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 31,886 | $3.70M | 0.0% | -1.0% | 0.090% | |
| 8/21/2026 | KFG Wealth Management LLC | 5,337 | $619K | 0.1% | +5.4% | 0.015% | |
| 8/21/2026 | Kraft Davis & Associates LLC | 3,793 | $419K | 0.1% | -89.7% | 0.011% | |
| 8/21/2026 | Strengthening Families & Communities LLC | 2,824 | $328K | 0.1% | +7.8% | 0.008% | |
| 8/21/2026 | Paragon Private Wealth Management LLC | 11,782 | $1.37M | 0.4% | -4.8% | 0.033% | |
| 8/21/2026 | Continuum Advisory LLC | 7,915 | $918K | 0.1% | +76.7% | 0.022% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 17,445 | $2.04M | 0.2% | +2.0% | 0.049% | |
| 8/21/2026 | Clarus Wealth Advisors | 14,924 | $1.66M | 0.6% | +28.4% | 0.042% | |
| 8/21/2026 | Triumph Capital Management | 8,675 | $1.01M | 0.2% | +115.8% | 0.024% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 4,166 | $483K | 0.0% | +6.4% | 0.012% | |
| 8/20/2026 | Susquehanna International Group LLP | 37,072 | $4.30M | 0.0% | -44.3% | 0.104% | |
| 8/20/2026 | Sigma Planning Corp | 8,410 | $975K | 0.0% | +36.2% | 0.024% | |
| 8/20/2026 | Benjamin Edwards Inc. | 8,640 | $1.00M | 0.0% | +332.9% | 0.024% | |
| 8/20/2026 | IMC Chicago LLC | 15,482 | $1.80M | 0.0% | -101.5% | 0.044% | |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 153,659 | $17.82M | 0.0% | +41.7% | 0.433% | |
| 8/19/2026 | Van ECK Associates Corp | 94,386 | $10.95M | 0.0% | -47.5% | 0.266% | |
| 8/18/2026 | Copia Wealth Management | 10,406 | $1.21M | 0.7% | +17.4% | 0.029% | |
| 8/12/2026 | Compass Financial Management LLC | 1,170 | $136K | 0.0% | N/A | 0.003% | |
| 8/7/2026 | Continuum Advisory LLC | 7,915 | $918K | 0.1% | +76.7% | 0.022% | |
| 8/6/2026 | Moran Wealth Management LLC | 20,257 | $2.35M | 0.1% | +39.0% | 0.057% | |
| 8/5/2026 | Delta Financial Advisors LLC | 6,338 | $735K | 0.2% | -2.6% | 0.018% | |
| 8/5/2026 | Janney Montgomery Scott LLC | 13,698 | $1.59M | 0.0% | N/A | 0.039% | |
| 7/10/2026 | Accel Wealth Management | 6,353 | $737K | 0.2% | +29.1% | 0.018% | |
| 7/10/2026 | Clarus Wealth Advisors | 14,924 | $1.66M | 0.6% | +28.4% | 0.041% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 6,638 | $770K | 0.1% | +31.6% | 0.018% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 5,996 | $695K | 0.0% | +12.2% | 0.017% | |
| 7/9/2026 | Kraft Davis & Associates LLC | 3,793 | $419K | 0.1% | -89.7% | 0.010% | |
| 7/9/2026 | Ferguson Shapiro LLC | 17,617 | $2.04M | 0.6% | N/A | 0.049% | |
| 7/9/2026 | Pettinga Financial Advisors LLC | 29,185 | $3.39M | 0.5% | +3.3% | 0.080% | |
| 7/9/2026 | StoneCrest Wealth Management Inc. | 38,626 | $4.48M | 1.4% | -10.3% | 0.106% | |
| 7/9/2026 | GoalVest Advisory LLC | 5,874 | $681K | 0.1% | +22,492.3% | 0.016% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 381 | $44K | 0.0% | -72.1% | 0.001% | |
| 7/8/2026 | First Heartland Consultants Inc. | 9,677 | $1.12M | 0.1% | N/A | 0.027% | |
| 7/7/2026 | Paller Financial Services Inc | 33,184 | $3.85M | 2.9% | -0.7% | 0.091% | |
| 7/7/2026 | Quad Cities Investment Group LLC | 2,658 | $308K | 0.1% | +9.0% | 0.007% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 6,624 | $768K | 0.0% | +10.5% | 0.018% | |
| 7/7/2026 | GK Wealth Management LLC | 2,166 | $251K | 0.1% | N/A | 0.006% | |
| 7/7/2026 | Arlington Trust Co LLC | 280 | $32K | 0.0% | +250.0% | 0.001% | |
| 7/7/2026 | CoreCap Advisors LLC | 9,040 | $1.05M | 0.0% | +1.6% | 0.025% | |
| 7/7/2026 | Pacific Excel Wealth Advisors Inc. | 13,348 | $1.55M | 0.6% | N/A | 0.037% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 58,256 | $6.76M | 0.5% | +7.6% | 0.161% | |
| 7/6/2026 | RDA Financial Network | 4,979 | $577K | 0.1% | +14.9% | 0.014% | |
| 7/6/2026 | Dogwood Wealth Management LLC | 26,240 | $3.04M | 1.2% | +19.5% | 0.072% | |
| 7/2/2026 | Kozak & Associates Inc. | 67,229 | $7.72M | 1.3% | N/A | 0.185% | |
| 7/2/2026 | CX Institutional | 35,021 | $4.06M | 0.1% | +15.2% | 0.096% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 19,559 | $2.27M | 0.4% | +21.6% | 0.055% | |
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| 6/30/2026 | VectorGlobal IAG Inc. | 11,093 | $1.48M | 0.4% | N/A | 0.031% | |
| 6/3/2026 | Parallel Advisors LLC | 1,736 | $231K | 0.0% | +40.0% | 0.005% | |
| 6/3/2026 | NewEdge Advisors LLC | 121,143 | $16.14M | 0.1% | +16.2% | 0.340% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 1,550 | $206K | 0.1% | -80.9% | 0.004% | |
| 5/26/2026 | Glenmede Trust Co. NA | 1,574 | $210K | 0.0% | N/A | 0.004% | |
| 5/19/2026 | Western Wealth Management LLC | 20,211 | $2.69M | 0.1% | +70.9% | 0.057% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 12,382 | $1.65M | 0.5% | +5.7% | 0.035% | |
| 5/19/2026 | NewEdge Advisors LLC | 117,133 | $15.60M | 0.3% | +12.3% | 0.329% | |
| 5/19/2026 | Bank of America Corp DE | 1,148,995 | $153.04M | 0.0% | +32.0% | 3.228% | |
| 5/19/2026 | Centaurus Financial Inc. | 25,733 | $3.43M | 0.2% | +824.6% | 0.072% | |