| 5/5/2026 | Geneos Wealth Management Inc. | 386,858 | $19.15M | 0.4% | -12.2% | 0.132% | |
| 5/5/2026 | SouthState Bank Corp | 27,298 | $1.35M | 0.1% | -8.3% | 0.009% | |
| 5/5/2026 | Sanctuary Advisors LLC | 136,530 | $6.76M | 0.0% | -11.2% | 0.047% | |
| 5/5/2026 | Sigma Planning Corp | 80,267 | $3.97M | 0.1% | +2.0% | 0.027% | |
| 5/4/2026 | Beckerman Institutional LLC | 34,314 | $1.70M | 0.9% | -0.9% | 0.012% | |
| 5/4/2026 | Retirement Planning Group LLC | 9,335 | $462K | 0.0% | -74.5% | 0.003% | |
| 5/4/2026 | Team Financial Group LLC | 10,850 | $537K | 0.2% | -15.6% | 0.004% | |
| 5/2/2026 | Anchor Investment Management LLC | 502 | $25K | 0.0% | N/A | 0.000% | |
| 5/2/2026 | Diversify Wealth Management LLC | 391,680 | $19.46M | 0.4% | +80.7% | 0.133% | |
| 5/2/2026 | Valmark Advisers Inc. | 69,201 | $3.43M | 0.0% | +47.7% | 0.024% | |
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| 5/1/2026 | Fifth Third Bancorp | 278,538 | $13.79M | 0.0% | +2,294.6% | 0.095% | |
| 5/1/2026 | Summit Financial Strategies Inc. | 19,613 | $971K | 0.1% | +20.8% | 0.007% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 7,502 | $371K | 0.0% | N/A | 0.003% | |
| 5/1/2026 | Relyea Zuckerberg Hanson LLC | 19,822 | $981K | 0.1% | +7.8% | 0.007% | |
| 5/1/2026 | Cedar Mountain Advisors LLC | 148,478 | $7.35M | 1.4% | +1.7% | 0.051% | |
| 4/30/2026 | Kestra Advisory Services LLC | 373,761 | $18.57M | 0.1% | +9.5% | 0.127% | |
| 4/30/2026 | WPG Advisers LLC | 87,566 | $4.34M | 3.2% | +57.5% | 0.030% | |
| 4/30/2026 | IAG Wealth Partners LLC | 416,005 | $20.59M | 2.3% | -6.8% | 0.142% | |
| 4/29/2026 | Richmond Investment Services LLC | 5,200 | $257K | 0.0% | N/A | 0.002% | |
| 4/29/2026 | Clearwave Capital LLC | 155,999 | $7.72M | 5.3% | +12.9% | 0.053% | |
| 4/29/2026 | Integrated Advisors Network LLC | 17,936 | $888K | 0.0% | +118.8% | 0.006% | |
| 4/28/2026 | Cypress Capital LLC | 47,663 | $2.36M | 0.7% | -4.6% | 0.016% | |
| 4/28/2026 | Kathmere Capital Management LLC | 17,207 | $852K | 0.1% | -28.5% | 0.006% | |
| 4/28/2026 | Fortitude Advisory Group L.L.C. | 74,881 | $3.71M | 1.7% | -3.4% | 0.026% | |
| 4/28/2026 | Pine Harbor Wealth Management LLC | 685,513 | $33.93M | 10.2% | +10.0% | 0.234% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 18,356 | $909K | 0.1% | -44.8% | 0.006% | |
| 4/27/2026 | Capital Financial Group Inc. Co. ADV | 27,304 | $1.35M | 0.7% | +29.2% | 0.009% | |
| 4/27/2026 | IRON Financial LLC | 117,711 | $5.83M | 2.5% | +5.3% | 0.040% | |
| 4/27/2026 | Leelyn Smith LLC | 271,482 | $13.44M | 1.9% | -7.7% | 0.093% | |
| 4/27/2026 | PFG Investments LLC | 5,011 | $248K | 0.0% | N/A | 0.002% | |
| 4/27/2026 | World Investment Advisors | 43,527 | $2.16M | 0.0% | +658.6% | 0.015% | |
| 4/27/2026 | 4WEALTH Advisors Inc. | 41,172 | $2.05M | 1.7% | +4.8% | 0.014% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 4,320 | $214K | 0.1% | N/A | 0.001% | |
| 4/27/2026 | Private Advisor Group LLC | 940,649 | $46.56M | 0.2% | +43.9% | 0.321% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 45,846 | $2.28M | 0.1% | N/A | 0.016% | |
| 4/25/2026 | KPP Advisory Services LLC | 5,350 | $265K | 0.0% | +10.3% | 0.002% | |
| 4/24/2026 | Petros Family Wealth LLC | 26,903 | $1.33M | 0.9% | +5.4% | 0.009% | |
| 4/24/2026 | Horizon Wealth Management LLC | 201,392 | $9.97M | 1.5% | +2.8% | 0.069% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 33,262 | $1.65M | 0.2% | +18.5% | 0.011% | |
| 4/24/2026 | Ellenbecker Investment Group | 36,855 | $1.82M | 0.2% | +34.4% | 0.013% | |
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| 4/23/2026 | Caliber Wealth Management LLC KS | 304,457 | $15.07M | 1.6% | +30.1% | 0.104% | |
| 4/23/2026 | 626 Financial LLC | 35,551 | $1.76M | 0.8% | -6.7% | 0.012% | |
| 4/23/2026 | Forum Financial Management LP | 8,122 | $402K | 0.0% | N/A | 0.003% | |
| 4/23/2026 | Macco Financial Group Inc. | 25,123 | $1.24M | 0.9% | N/A | 0.009% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 818 | $40K | 0.0% | -25.0% | 0.000% | |
| 4/22/2026 | Ifrah Financial Services Inc. | 132,058 | $6.54M | 1.7% | -1.0% | 0.045% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 563,607 | $27.90M | 0.1% | +30.9% | 0.192% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 219,146 | $10.86M | 1.2% | +318.8% | 0.075% | |
| 4/22/2026 | Trilogy Capital Inc. | 15,766 | $780K | 0.0% | -3.4% | 0.005% | |
| 4/22/2026 | Realta Investment Advisors | 13,217 | $654K | 0.2% | -11.9% | 0.005% | |
| 4/22/2026 | Beaumont Asset Management L.L.C. | 114,332 | $5.66M | 2.5% | +1,058.6% | 0.039% | |
| 4/22/2026 | Riverstone Advisors LLC | 11,902 | $589K | 0.3% | N/A | 0.004% | |
| 4/21/2026 | First United Bank & Trust | 32,934 | $1.63M | 0.5% | -5.2% | 0.011% | |
| 4/21/2026 | Fairvoy Private Wealth LLC | 325,323 | $16.10M | 3.8% | +7.1% | 0.111% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 44,412 | $2.20M | 0.2% | -3.4% | 0.015% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 9,769 | $484K | 0.0% | N/A | 0.003% | |
| 4/20/2026 | MBM Wealth Consultants LLC | 503,937 | $24.95M | 5.7% | +5.4% | 0.172% | |
| 4/20/2026 | Friedenthal Financial | 19,046 | $943K | 0.5% | +2.0% | 0.006% | |
| 4/20/2026 | Blue Trust Inc. | 1,621 | $80K | 0.0% | +61.9% | 0.001% | |
| 4/20/2026 | RFG Advisory LLC | 7,028 | $348K | 0.0% | +43.6% | 0.002% | |
| 4/17/2026 | Worth Asset Management LLC | 13,761 | $681K | 0.3% | +9.0% | 0.005% | |
| 4/17/2026 | Brookstone Capital Management | 15,523 | $768K | 0.0% | +181.6% | 0.005% | |
| 4/16/2026 | Sheets Smith Wealth Management | 194,980 | $9.65M | 1.1% | +7.8% | 0.066% | |
| 4/16/2026 | Founders Financial Securities LLC | 24,604 | $1.22M | 0.1% | +51.3% | 0.008% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 336,493 | $16.69M | 0.0% | +120.8% | 0.117% | |
| 3/13/2026 | World Investment Advisors | 5,738 | $285K | 0.0% | +40.9% | 0.002% | |
| 3/9/2026 | Corient Private Wealth LLC | 35,783 | $1.77M | 0.0% | N/A | 0.012% | |
| 3/2/2026 | Clearwave Capital LLC | 138,163 | $6.85M | 5.1% | N/A | 0.051% | |
| 2/26/2026 | TD Capital Management LLC | 165,338 | $8.20M | 0.7% | +18.5% | 0.062% | |
| 2/19/2026 | Corient Private Wealth LLC | 35,783 | $1.77M | 0.0% | N/A | 0.013% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 8,077 | $401K | 0.0% | -25.4% | 0.003% | |
| 2/18/2026 | Summit Global Investments | 14,705 | $729K | 0.0% | -6.9% | 0.005% | |
| 2/18/2026 | Raymond James Financial Inc. | 4,752,468 | $235.68M | 0.1% | +9.3% | 1.771% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 52,330 | $2.60M | 0.3% | +61.0% | 0.019% | |
| 2/18/2026 | EP Wealth Advisors LLC | 533,930 | $26.48M | 0.1% | N/A | 0.199% | |
| 2/18/2026 | Obsidian Cio LLC | 3,774 | $187K | 0.2% | -95.9% | 0.001% | |
| 2/18/2026 | NewEdge Advisors LLC | 1,186,993 | $58.86M | 0.2% | +24.9% | 0.442% | |
| 2/18/2026 | Crusonia Wealth Advisors LLC | 48,366 | $2.40M | 0.5% | N/A | 0.018% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 3,132 | $155K | 0.1% | N/A | 0.001% | |
| 2/18/2026 | Vertex Planning Partners LLC | 180,680 | $8.96M | 2.0% | +4.4% | 0.067% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 12,367 | $613K | 0.0% | -90.0% | 0.005% | |
| 2/18/2026 | IHT Wealth Management LLC | 287,689 | $14.27M | 0.3% | +253.9% | 0.107% | |
| 2/18/2026 | Intrepid Family Office LLC | 12,500 | $620K | 0.5% | N/A | 0.005% | |
| 2/17/2026 | Scarborough Advisors LLC | 18,384 | $912K | 0.2% | -21.7% | 0.007% | |
| 2/17/2026 | Integrated Advisors Network LLC | 8,198 | $407K | 0.0% | -18.1% | 0.003% | |
| 2/17/2026 | Camarda Financial Advisors LLC | 25,676 | $1.27M | 0.5% | -2.6% | 0.010% | |
| 2/17/2026 | Cetera Investment Advisers | 3,023,709 | $149.95M | 0.2% | +33.8% | 1.126% | |
| 2/17/2026 | Equitable Holdings Inc. | 260,476 | $12.92M | 0.1% | +4.5% | 0.097% | |
| 2/17/2026 | Kovack Advisors Inc. | 187,629 | $9.31M | 0.4% | +2,266.4% | 0.070% | |
| 2/17/2026 | Regal Investment Advisors LLC | 15,105 | $749K | 0.0% | -6.0% | 0.006% | |
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| 2/17/2026 | Osaic Holdings Inc. | 1,397,235 | $69.29M | 0.1% | +9.2% | 0.521% | |
| 2/17/2026 | Advisory Services Network LLC | 211,286 | $10.48M | 0.1% | +2.7% | 0.079% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 89,439 | $4.44M | 0.1% | N/A | 0.033% | |
| 2/17/2026 | Private Advisor Group LLC | 653,815 | $32.42M | 0.2% | +11.3% | 0.244% | |
| 2/17/2026 | Pacific Financial Group Inc. | 49,241 | $2.45M | 1.4% | N/A | 0.018% | |
| 2/17/2026 | &PARTNERS | 343,718 | $17.05M | 0.1% | +16.1% | 0.128% | |
| 2/17/2026 | Royal Bank of Canada | 2,381,863 | $118.12M | 0.0% | -4.5% | 0.887% | |
| 2/17/2026 | Bluedoor Private Wealth LLC | 5,835 | $289K | 0.1% | N/A | 0.002% | |
| 2/17/2026 | Capital Financial Group Inc. Co. ADV | 21,141 | $1.05M | 0.6% | N/A | 0.008% | |
| 2/17/2026 | Innovative Wealth Building LLC | 144,392 | $7.16M | 5.2% | +2.1% | 0.054% | |