| 5/19/2026 | Bank of America Corp DE | 888,051 | $32.10M | 0.0% | +7.1% | 2.762% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 7,747 | $280K | 0.0% | +146.7% | 0.024% | |
| 5/18/2026 | Royal Bank of Canada | 91,535 | $3.31M | 0.0% | +560.7% | 0.285% | |
| 5/15/2026 | Waverly Advisors LLC | 32,226 | $1.17M | 0.0% | +242.0% | 0.100% | |
| 5/14/2026 | Compound Planning Inc. | 26,275 | $950K | 0.0% | N/A | 0.082% | |
| 5/13/2026 | Cetera Investment Advisers | 19,960 | $722K | 0.0% | -11.3% | 0.062% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 381,977 | $13.81M | 0.9% | +3.2% | 1.188% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 51,549 | $1.86M | 0.3% | -4.3% | 0.160% | |
| 5/5/2026 | D.A. Davidson & CO. | 1,540,561 | $55.69M | 0.3% | +3.4% | 4.792% | |
| 5/5/2026 | RFG Bristol Wealth Advisors LLC | 273,270 | $9.88M | 2.7% | +12.6% | 0.850% | |
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| 5/5/2026 | Bank of New York Mellon Corp | 137,879 | $4.98M | 0.0% | +26.8% | 0.429% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 101,610 | $3.67M | 0.1% | -3.8% | 0.316% | |
| 5/5/2026 | Sanctuary Advisors LLC | 59,129 | $2.14M | 0.0% | +7.7% | 0.184% | |
| 5/4/2026 | Illumine Investment Management LLC | 55,187 | $2.00M | 1.5% | +1.8% | 0.172% | |
| 5/2/2026 | International Assets Investment Management LLC | 1,590 | $57K | 0.0% | +3,685.7% | 0.005% | |
| 5/2/2026 | Diversify Wealth Management LLC | 9,301 | $341K | 0.0% | N/A | 0.029% | |
| 5/1/2026 | Fifth Third Bancorp | 3,211 | $116K | 0.0% | N/A | 0.010% | |
| 4/30/2026 | Kestra Advisory Services LLC | 26,970 | $975K | 0.0% | -1.6% | 0.085% | |
| 4/28/2026 | Ascentis Independent Advisors | 778 | $28K | 0.0% | N/A | 0.002% | |
| 4/28/2026 | New England Capital Financial Advisors LLC | 496,657 | $17.95M | 4.9% | +0.5% | 1.568% | |
| 4/27/2026 | World Investment Advisors | 7,151 | $259K | 0.0% | N/A | 0.023% | |
| 4/27/2026 | Private Advisor Group LLC | 107,736 | $3.90M | 0.0% | +106.0% | 0.340% | |
| 4/24/2026 | Barnes Pettey Financial Advisors LLC | 47,282 | $1.71M | 0.7% | +27.0% | 0.150% | |
| 4/23/2026 | Intrua Financial LLC | 38,273 | $1.38M | 0.1% | -24.4% | 0.122% | |
| 4/23/2026 | Apollon Wealth Management LLC | 73,713 | $2.67M | 0.0% | -3.9% | 0.235% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 15,786 | $571K | 0.1% | +7.1% | 0.050% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 48,049 | $1.74M | 0.0% | N/A | 0.153% | |
| 4/22/2026 | Trilogy Capital Inc. | 348,992 | $12.62M | 0.6% | -14.8% | 1.168% | |
| 4/22/2026 | MBE Wealth Management LLC | 88,260 | $3.19M | 1.3% | -1.3% | 0.295% | |
| 4/20/2026 | RFG Advisory LLC | 7,090 | $256K | 0.0% | N/A | 0.024% | |
| 4/17/2026 | XML Financial LLC | 36,277 | $1.31M | 0.1% | +30.1% | 0.121% | |
| 4/17/2026 | Johnson Bixby & Associates LLC | 492,437 | $17.80M | 2.2% | +2,634.7% | 1.649% | |
| 4/16/2026 | Freedom Financial Partners LLC | 338,201 | $12.23M | 4.4% | +2.9% | 1.133% | |
| 4/16/2026 | Thompson Davis & CO. Inc. | 9,102 | $329K | 0.2% | N/A | 0.031% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,942 | $124K | 0.0% | +114.2% | 0.019% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 51,916 | $1.63M | 0.1% | +26.2% | 0.248% | |
| 2/17/2026 | Cetera Investment Advisers | 22,512 | $708K | 0.0% | +3.4% | 0.108% | |
| 2/17/2026 | Osaic Holdings Inc. | 27,731 | $872K | 0.0% | +8.4% | 0.133% | |
| 2/17/2026 | Regal Investment Advisors LLC | 74,267 | $2.34M | 0.1% | -1.3% | 0.355% | |
| 2/17/2026 | Captrust Financial Advisors | 58,259 | $1.83M | 0.0% | -7.8% | 0.278% | |
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| 2/17/2026 | Royal Bank of Canada | 13,854 | $436K | 0.0% | +65.1% | 0.066% | |
| 2/16/2026 | Tobias Financial Advisors Inc. | 1,043,052 | $32.80M | 4.6% | +8.3% | 4.986% | |
| 2/16/2026 | Mariner LLC | 33,744 | $1.06M | 0.0% | +56.6% | 0.161% | |
| 2/16/2026 | Focus Partners Wealth | 285,150 | $8.95M | 0.0% | +3.4% | 1.363% | |
| 2/13/2026 | Kestra Advisory Services LLC | 27,399 | $862K | 0.0% | +4.8% | 0.131% | |
| 2/13/2026 | Stifel Financial Corp | 14,031 | $441K | 0.0% | +14.6% | 0.067% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 308,233 | $9.76M | 0.4% | N/A | 1.473% | |
| 2/13/2026 | Wells Fargo & Company MN | 217,768 | $6.85M | 0.0% | -14.7% | 1.041% | |
| 2/13/2026 | Summit Financial LLC | 61,862 | $1.95M | 0.0% | +1.0% | 0.296% | |
| 2/12/2026 | Advisors Asset Management Inc. | 17,774 | $559K | 0.0% | -1.7% | 0.085% | |
| 2/12/2026 | Jane Street Group LLC | 41,773 | $1.31M | 0.0% | N/A | 0.200% | |
| 2/12/2026 | Brooklyn Investment Group | 44,222 | $1.39M | 0.1% | +124.7% | 0.211% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 29,673 | $933K | 0.0% | +67.3% | 0.142% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 8,508 | $268K | 0.0% | -27.5% | 0.041% | |
| 2/12/2026 | Betterment LLC | 18,340 | $577K | 0.0% | +7.7% | 0.088% | |
| 2/12/2026 | Bank of Montreal Can | 10,969 | $345K | 0.0% | +29.4% | 0.052% | |
| 2/11/2026 | Capital Analysts LLC | 706,302 | $22.21M | 0.7% | +5.8% | 3.376% | |
| 2/11/2026 | Eldridge Investment Advisors Inc. | 367,171 | $11.55M | 2.5% | +11.5% | 1.755% | |
| 2/11/2026 | LPL Financial LLC | 443,338 | $13.94M | 0.0% | +4.0% | 2.119% | |
| 2/11/2026 | XML Financial LLC | 27,886 | $877K | 0.1% | +20.1% | 0.133% | |
| 2/10/2026 | Private Wealth Asset Management LLC | 200,236 | $6.30M | 0.7% | +98.7% | 0.957% | |
| 2/10/2026 | Pasadena Private Wealth LLC | 14,738 | $464K | 0.1% | +3.6% | 0.070% | |
| 2/10/2026 | Savant Capital LLC | 310,439 | $9.76M | 0.1% | -65.6% | 1.484% | |
| 2/10/2026 | IFG Advisory LLC | 27,674 | $870K | 0.0% | +12.6% | 0.132% | |
| 2/9/2026 | Harbour Investments Inc. | 3,693 | $116K | 0.0% | +23.1% | 0.018% | |
| 2/9/2026 | Hantz Financial Services Inc. | 1,857,277 | $58.41M | 0.9% | +11.7% | 8.878% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 3,140 | $99K | 0.0% | N/A | 0.015% | |
| 2/6/2026 | Ignite Planners LLC | 10,012 | $339K | 0.1% | N/A | 0.048% | |
| 2/6/2026 | Global Retirement Partners LLC | 5,433 | $171K | 0.0% | +8.7% | 0.026% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 12,985 | $408K | 0.0% | -10.1% | 0.062% | |
| 2/6/2026 | Larson Financial Group LLC | 45,851 | $1.44M | 0.0% | -65.1% | 0.219% | |
| 2/6/2026 | Aviance Capital Partners LLC | 31,438 | $989K | 0.1% | +5.3% | 0.150% | |
| 2/6/2026 | HighTower Advisors LLC | 647,836 | $20.37M | 0.0% | +11.8% | 3.097% | |
| 2/5/2026 | Intrua Financial LLC | 50,646 | $1.59M | 0.2% | -57.2% | 0.242% | |
| 2/5/2026 | Legacy Financial Group LLC | 19,034 | $652K | 0.1% | -7.3% | 0.091% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 334,051 | $10.56M | 0.0% | +148.1% | 1.597% | |
| 2/5/2026 | Tilson Financial Group Inc. | 278,166 | $8.75M | 2.7% | +3.5% | 1.330% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 14,301 | $450K | 0.0% | -8.6% | 0.068% | |
| 2/4/2026 | Catalyst Financial Partners LLC | 111,925 | $3.52M | 0.4% | +106.1% | 0.545% | |
| 2/4/2026 | HORAN Wealth LLC | 45,030 | $1.42M | 0.2% | +8.6% | 0.219% | |
| 2/3/2026 | Eclectic Associates Inc. ADV | 17,413 | $548K | 0.1% | -23.5% | 0.085% | |
| 2/2/2026 | New England Capital Financial Advisors LLC | 494,151 | $15.54M | 6.1% | +1.5% | 2.407% | |
| 1/30/2026 | Barnes Pettey Financial Advisors LLC | 37,241 | $1.17M | 0.6% | +29.5% | 0.181% | |
| 1/29/2026 | D.A. Davidson & CO. | 1,490,134 | $46.87M | 0.3% | +6.6% | 7.323% | |
| 1/29/2026 | UBS Group AG | 100,577 | $3.16M | 0.0% | +9.9% | 0.494% | |
| 1/29/2026 | Sanctuary Advisors LLC | 54,912 | $1.73M | 0.0% | +15.0% | 0.270% | |
| 1/29/2026 | Veracity Capital LLC | 19,686 | $619K | 0.2% | +13.5% | 0.097% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 105,620 | $3.32M | 0.1% | +3.2% | 0.519% | |
| 1/28/2026 | Schmidt P J Investment Management Inc. | 14,350 | $451K | 0.1% | +45.0% | 0.071% | |
| 1/27/2026 | Davidson Trust Co. | 11,655 | $367K | 0.2% | +13.7% | 0.057% | |
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| 1/27/2026 | Earned Wealth Advisors LLC | 370,244 | $11.64M | 0.8% | +37.9% | 1.819% | |
| 1/27/2026 | Wealth Enhancement Trust Services Inc. | 598,903 | $18.84M | 2.4% | N/A | 2.943% | |
| 1/27/2026 | HCR Wealth Advisors | 10,584 | $333K | 0.0% | N/A | 0.052% | |
| 1/26/2026 | Merit Financial Group LLC | 13,974 | $439K | 0.0% | -21.9% | 0.069% | |
| 1/26/2026 | United Advisor Group LLC | 61,714 | $1.94M | 0.2% | +18.2% | 0.303% | |
| 1/26/2026 | Cornerstone Wealth Group LLC | 6,970 | $219K | 0.0% | -9.4% | 0.034% | |
| 1/26/2026 | XY Planning Network Inc. | 17,710 | $557K | 0.1% | -36.7% | 0.087% | |
| 1/26/2026 | Elevation Capital Advisory LLC | 12,763 | $401K | 0.2% | N/A | 0.063% | |
| 1/23/2026 | Farther Finance Advisors LLC | 21,083 | $663K | 0.0% | +42.2% | 0.104% | |
| 1/23/2026 | Twelve Points Wealth Management LLC | 39,089 | $1.27M | 0.3% | -6.9% | 0.192% | |