| 7/2/2026 | CX Institutional | 6,521 | $153K | 0.0% | -58.9% | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 624,324 | $14.35M | 0.1% | +1,199.8% | 0.360% | |
| 5/19/2026 | Western Wealth Management LLC | 4,762 | $109K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | NewEdge Advisors LLC | 521,059 | $11.97M | 0.2% | +984.8% | 0.301% | |
| 5/19/2026 | Bank of America Corp DE | 55,154,071 | $1.27B | 0.1% | +5.7% | 31.817% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 171,946 | $3.95M | 0.5% | +60.7% | 0.099% | |
| 5/19/2026 | Arkadios Wealth Advisors | 11,132 | $256K | 0.0% | N/A | 0.006% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,442 | $33K | 0.0% | -25.1% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 540,260 | $12.42M | 0.0% | +69.2% | 0.312% | |
| 5/16/2026 | IMG Wealth Management Inc. | 5,152 | $118K | 0.1% | +94.0% | 0.003% | |
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| 5/15/2026 | Northeast Financial Group Inc. | 65,599 | $1.51M | 0.4% | -28.1% | 0.038% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 18,811 | $432K | 0.0% | N/A | 0.011% | |
| 5/15/2026 | Waverly Advisors LLC | 85,797 | $1.97M | 0.0% | +6.5% | 0.049% | |
| 5/15/2026 | Wealth Alliance LLC | 47,546 | $1.09M | 0.1% | N/A | 0.027% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 10,000 | $232K | 0.0% | N/A | 0.006% | |
| 5/14/2026 | Renaissance Technologies LLC | 64,300 | $1.48M | 0.0% | -77.7% | 0.037% | |
| 5/13/2026 | Cetera Investment Advisers | 1,176,652 | $27.04M | 0.0% | +67.0% | 0.679% | |
| 5/13/2026 | Signature Equity Partners LLC | 7,638 | $176K | 0.1% | +217.7% | 0.004% | |
| 5/13/2026 | First Trust Advisors LP | 12,989 | $298K | 0.0% | +8.0% | 0.007% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 376,367 | $8.65M | 0.0% | +1.3% | 0.217% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 179,307 | $4.12M | 0.6% | +200.0% | 0.103% | |
| 5/6/2026 | Simon Quick Advisors LLC | 257,730 | $5.92M | 0.3% | +245.4% | 0.149% | |
| 5/6/2026 | Assetmark Inc. | 539,991 | $12.41M | 0.0% | +51.5% | 0.312% | |
| 5/6/2026 | SteelPeak Wealth LLC | 93,855 | $2.16M | 0.1% | -1.5% | 0.054% | |
| 5/6/2026 | Sofi Wealth LLC | 1,983,286 | $45.58M | 2.2% | +312.8% | 1.144% | |
| 5/5/2026 | BCGM Wealth Management LLC | 38,282 | $880K | 0.2% | N/A | 0.022% | |
| 5/5/2026 | Bank of New York Mellon Corp | 2,741,415 | $63.00M | 0.0% | +11.2% | 1.581% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 77,253 | $1.78M | 0.8% | -13.9% | 0.045% | |
| 5/5/2026 | Schwallier Wealth Management LLC | 14,880 | $342K | 0.2% | +11.7% | 0.009% | |
| 5/5/2026 | Harmony Asset Management LLC | 11,750 | $270K | 0.1% | +17.5% | 0.007% | |
| 5/5/2026 | Sanctuary Advisors LLC | 733,015 | $16.85M | 0.1% | +44.6% | 0.423% | |
| 5/5/2026 | Flynn Zito Capital Management LLC | 27,019 | $621K | 0.2% | -50.2% | 0.016% | |
| 5/4/2026 | Lifeworks Advisors LLC | 11,013 | $253K | 0.0% | N/A | 0.006% | |
| 5/4/2026 | Procyon Advisors LLC | 10,008 | $230K | 0.0% | +7.1% | 0.006% | |
| 5/2/2026 | International Assets Investment Management LLC | 5,449 | $126K | 0.0% | +826.7% | 0.003% | |
| 5/2/2026 | Diversify Wealth Management LLC | 50,159 | $1.17M | 0.0% | +399.3% | 0.029% | |
| 5/1/2026 | Fifth Third Bancorp | 291,614 | $6.70M | 0.0% | N/A | 0.168% | |
| 5/1/2026 | Petix & Botte Co | 188,478 | $4.33M | 1.0% | +3.4% | 0.109% | |
| 4/30/2026 | Kestra Advisory Services LLC | 107,210 | $2.46M | 0.0% | +137.3% | 0.062% | |
| 4/29/2026 | Financial Life Advisors | 17,424 | $400K | 0.1% | N/A | 0.010% | |
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| 4/28/2026 | FLP Wealth Management LLC | 31,724 | $729K | 1.2% | +106.3% | 0.018% | |
| 4/28/2026 | Stephens Inc. AR | 19,034 | $437K | 0.0% | -5.1% | 0.011% | |
| 4/27/2026 | World Investment Advisors | 49,961 | $1.15M | 0.0% | +25.2% | 0.029% | |
| 4/27/2026 | Private Advisor Group LLC | 222,882 | $5.12M | 0.0% | +34.7% | 0.130% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 178,527 | $4.10M | 0.1% | +211.3% | 0.104% | |
| 4/25/2026 | Keybank National Association OH | 16,959 | $390K | 0.0% | -63.3% | 0.010% | |
| 4/25/2026 | TSG Advice Partners LLC | 34,372 | $790K | 0.1% | -4.0% | 0.020% | |
| 4/24/2026 | Alaska Wealth Advisors LLC | 12,243 | $281K | 0.0% | N/A | 0.007% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 9,944 | $229K | 0.0% | N/A | 0.006% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 41,530 | $954K | 0.0% | +35.0% | 0.024% | |
| 4/22/2026 | Goodman Advisory Group LLC | 244,404 | $5.62M | 1.5% | -24.0% | 0.143% | |
| 4/22/2026 | Venturi Wealth Management LLC | 8,795 | $202K | 0.0% | N/A | 0.005% | |
| 4/21/2026 | First United Bank & Trust | 8,961 | $206K | 0.1% | -27.7% | 0.005% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 14,788 | $340K | 0.0% | +5.0% | 0.009% | |
| 4/20/2026 | Leeward Financial Partners LLC | 95,690 | $2.20M | 0.7% | +2.1% | 0.056% | |
| 4/20/2026 | KFA Private Wealth Group LLC | 19,341 | $444K | 0.1% | +110.8% | 0.011% | |
| 4/20/2026 | Blue Trust Inc. | 30,704 | $706K | 0.0% | +43.1% | 0.018% | |
| 4/17/2026 | WealthBridge Capital Management LLC | 9,747 | $224K | 0.1% | N/A | 0.006% | |
| 4/17/2026 | Stewardship Advisors LLC | 240,734 | $5.53M | 1.3% | -2.6% | 0.142% | |
| 4/16/2026 | Meadowbrook Advisors Group LLC | 117,594 | $2.70M | 1.6% | -0.9% | 0.069% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 14,003 | $322K | 0.2% | N/A | 0.008% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 377,673 | $8.76M | 0.0% | -5.7% | 0.256% | |
| 3/13/2026 | World Investment Advisors | 39,894 | $925K | 0.0% | +6.0% | 0.027% | |
| 3/11/2026 | Meadowbrook Advisors Group LLC | 118,656 | $2.75M | 1.5% | N/A | 0.081% | |
| 3/3/2026 | Targeted Financial Services LLC | 17,958 | $416K | 0.4% | N/A | 0.012% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 21,465 | $498K | 0.0% | -3.7% | 0.015% | |
| 2/18/2026 | EP Wealth Advisors LLC | 1,602,126 | $37.15M | 0.2% | N/A | 1.088% | |
| 2/18/2026 | NewEdge Advisors LLC | 48,032 | $1.11M | 0.0% | +123.3% | 0.033% | |
| 2/18/2026 | Quadrature Capital Ltd | 73,390 | $1.70M | 0.0% | +572.4% | 0.050% | |
| 2/18/2026 | OLD Mission Capital LLC | 140,794 | $3.27M | 0.1% | +781.7% | 0.096% | |
| 2/18/2026 | IHT Wealth Management LLC | 402,908 | $9.34M | 0.2% | +19.9% | 0.274% | |
| 2/18/2026 | Centennial Bank AR | 2,030 | $47K | 0.0% | +204.3% | 0.001% | |
| 2/17/2026 | Northeast Financial Group Inc. | 91,234 | $2.12M | 0.5% | +9.3% | 0.062% | |
| 2/17/2026 | Cetera Investment Advisers | 704,469 | $16.34M | 0.0% | -2.2% | 0.478% | |
| 2/17/2026 | Capstone Financial Advisors Inc. | 10,473 | $243K | 0.0% | -6.8% | 0.007% | |
| 2/17/2026 | Osaic Holdings Inc. | 472,724 | $10.96M | 0.0% | -18.2% | 0.321% | |
| 2/17/2026 | Advisory Services Network LLC | 78,737 | $1.83M | 0.0% | -4.4% | 0.053% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 58,770 | $1.36M | 0.0% | +83,857.1% | 0.040% | |
| 2/17/2026 | Running Point Capital Advisors LLC | 27,793 | $645K | 0.2% | -22.7% | 0.019% | |
| 2/17/2026 | Private Advisor Group LLC | 165,451 | $3.84M | 0.0% | +2.5% | 0.112% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 60,984 | $1.41M | 0.0% | -48.9% | 0.041% | |
| 2/17/2026 | Captrust Financial Advisors | 32,316 | $749K | 0.0% | +4.0% | 0.022% | |
| 2/17/2026 | &PARTNERS | 16,980 | $394K | 0.0% | +52.0% | 0.012% | |
| 2/17/2026 | Blair William & Co. IL | 2,058 | $48K | 0.0% | +38.5% | 0.001% | |
| 2/17/2026 | Royal Bank of Canada | 319,334 | $7.40M | 0.0% | +24.2% | 0.217% | |
| 2/16/2026 | MML Investors Services LLC | 292,528 | $6.78M | 0.0% | +20.4% | 0.199% | |
| 2/16/2026 | Mariner LLC | 18,341 | $425K | 0.0% | +62.5% | 0.012% | |
| 2/16/2026 | Integrity Financial Corp WA | 17,244 | $400K | 0.2% | N/A | 0.012% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 6,649 | $154K | 0.0% | +7.9% | 0.005% | |
| 2/13/2026 | Kestra Advisory Services LLC | 45,174 | $1.05M | 0.0% | +30.6% | 0.031% | |
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| 2/13/2026 | Ally Invest Advisors Inc. | 35,466 | $822K | 0.1% | +7.6% | 0.024% | |
| 2/13/2026 | Stifel Financial Corp | 884,956 | $20.52M | 0.0% | +0.5% | 0.601% | |
| 2/13/2026 | Commerce Bank | 35,727 | $829K | 0.0% | +73.7% | 0.024% | |
| 2/13/2026 | A4 Wealth Advisors LLC | 13,859 | $321K | 0.3% | N/A | 0.009% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 221,572 | $5.14M | 0.1% | +25.2% | 0.150% | |
| 2/13/2026 | OpenArc Corporate Advisory LLC | 36,949 | $857K | 0.0% | N/A | 0.025% | |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 27,669 | $642K | 0.0% | N/A | 0.019% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,076,590 | $24.97M | 0.0% | N/A | 0.731% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,393,723 | $32.32M | 0.0% | +3.9% | 0.946% | |
| 2/13/2026 | Gerber Kawasaki Wealth & Investment Management | 679,313 | $15.75M | 0.5% | +0.3% | 0.461% | |