| 7/2/2026 | CX Institutional | 4,525 | $292K | 0.0% | -72.6% | 0.005% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 20,547 | $1.33M | 0.3% | N/A | 0.024% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 1,061 | $48K | 0.0% | N/A | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 67,502 | $3.06M | 0.0% | +6.0% | 0.077% | |
| 5/27/2026 | Allen Capital Group LLC | 63,416 | $2.87M | 0.3% | -1.2% | 0.073% | |
| 5/21/2026 | Raab & Moskowitz Asset Management LLC | 5,597 | $253K | 0.1% | +12.2% | 0.006% | |
| 5/19/2026 | Western Wealth Management LLC | 1,500 | $68K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 12,756 | $577K | 0.4% | N/A | 0.015% | |
| 5/19/2026 | Royal Fund Management LLC | 15,571 | $705K | 0.1% | -16.4% | 0.018% | |
| 5/19/2026 | NewEdge Advisors LLC | 67,021 | $3.03M | 0.1% | +5.2% | 0.077% | |
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| 5/19/2026 | Bank of America Corp DE | 5,230,024 | $236.71M | 0.0% | +26.7% | 5.992% | |
| 5/19/2026 | Arkadios Wealth Advisors | 6,567 | $297K | 0.0% | N/A | 0.008% | |
| 5/18/2026 | Royal Bank of Canada | 1,261,214 | $57.08M | 0.0% | -5.0% | 1.445% | |
| 5/16/2026 | Quantinno Capital Management LP | 110,851 | $5.02M | 0.0% | -3.1% | 0.127% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 58,756 | $2.66M | 0.1% | N/A | 0.067% | |
| 5/15/2026 | Everest Financial Group LLC | 21,191 | $959K | 0.2% | N/A | 0.024% | |
| 5/15/2026 | Van Diest Capital LLC | 6,970 | $315K | 0.2% | N/A | 0.008% | |
| 5/15/2026 | Waverly Advisors LLC | 15,773 | $714K | 0.0% | +91.7% | 0.018% | |
| 5/14/2026 | FCA Corp TX | 20,776 | $940K | 0.3% | -2.3% | 0.024% | |
| 5/14/2026 | RMG Wealth Management LLC | 1,467,902 | $66.44M | 7.9% | N/A | 1.682% | |
| 5/14/2026 | American Financial Advisors LLC | 36,432 | $1.65M | 0.2% | -0.6% | 0.042% | |
| 5/14/2026 | Lido Advisors LLC | 126,366 | $5.72M | 0.0% | -9.8% | 0.145% | |
| 5/13/2026 | Cetera Investment Advisers | 341,701 | $15.47M | 0.0% | +54.6% | 0.391% | |
| 5/13/2026 | NewEdge Wealth LLC | 9,600 | $434K | 0.0% | -44.9% | 0.011% | |
| 5/12/2026 | Cascade Wealth Advisors Inc | 132,813 | $6.01M | 2.4% | -4.5% | 0.152% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 8,733 | $395K | 0.0% | -4.9% | 0.010% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 31,011 | $1.40M | 0.4% | -7.9% | 0.036% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 6,636 | $300K | 0.0% | -9.0% | 0.008% | |
| 5/6/2026 | Independent Financial Group LLC | 9,095 | $412K | 0.0% | N/A | 0.010% | |
| 5/5/2026 | Rockport Wealth LLC | 242,380 | $10.97M | 2.0% | +33.8% | 0.278% | |
| 5/5/2026 | Bank of New York Mellon Corp | 47,317 | $2.14M | 0.0% | +15.7% | 0.054% | |
| 5/5/2026 | Sanctuary Advisors LLC | 58,708 | $2.66M | 0.0% | +68.5% | 0.067% | |
| 5/5/2026 | Sigma Planning Corp | 4,425 | $200K | 0.0% | N/A | 0.005% | |
| 5/4/2026 | Calamos Advisors LLC | 13,270 | $601K | 0.0% | N/A | 0.015% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,537 | $205K | 0.0% | -25.5% | 0.005% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 27,125 | $1.23M | 0.1% | -2.9% | 0.031% | |
| 5/4/2026 | NWF Advisory Services Inc. | 6,050 | $274K | 0.0% | +3.4% | 0.007% | |
| 5/4/2026 | Y.D. More Investments Ltd | 10,540 | $473K | 0.0% | -12.5% | 0.012% | |
| 5/2/2026 | Carnegie Investment Counsel | 38,080 | $1.72M | 0.0% | -28.6% | 0.044% | |
| 5/2/2026 | SFE Investment Counsel | 14,271 | $646K | 0.1% | -2.7% | 0.016% | |
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| 5/1/2026 | Kaizen Financial Strategies | 17,869 | $809K | 0.4% | +9.0% | 0.021% | |
| 5/1/2026 | Fifth Third Bancorp | 26,694 | $1.21M | 0.0% | N/A | 0.031% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 34,078 | $1.54M | 0.0% | -2.5% | 0.039% | |
| 5/1/2026 | Walled Lake Planning & Wealth Management LLC | 128,256 | $5.81M | 1.7% | -34.3% | 0.148% | |
| 4/30/2026 | Kestra Advisory Services LLC | 144,066 | $6.52M | 0.0% | +6.2% | 0.166% | |
| 4/29/2026 | Sage Rhino Capital LLC | 122,599 | $5.55M | 1.0% | -2.7% | 0.141% | |
| 4/29/2026 | Halter Ferguson Financial Inc. | 30,299 | $1.37M | 0.3% | -3.9% | 0.035% | |
| 4/29/2026 | Kiley Juergens Wealth Management LLC | 5,951 | $269K | 0.0% | N/A | 0.007% | |
| 4/28/2026 | Astoria Portfolio Advisors LLC. | 25,877 | $1.17M | 0.3% | +0.8% | 0.030% | |
| 4/28/2026 | Paller Financial Services Inc | 54,821 | $2.48M | 2.1% | -0.7% | 0.063% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 68,406 | $3.10M | 0.2% | -1.8% | 0.079% | |
| 4/27/2026 | PFG Investments LLC | 5,819 | $263K | 0.0% | N/A | 0.007% | |
| 4/27/2026 | World Investment Advisors | 13,389 | $606K | 0.0% | +20.4% | 0.015% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 5,592 | $253K | 0.0% | N/A | 0.006% | |
| 4/27/2026 | Private Advisor Group LLC | 83,979 | $3.80M | 0.0% | -0.6% | 0.097% | |
| 4/27/2026 | Optas LLC | 37,114 | $1.68M | 0.3% | +99.8% | 0.043% | |
| 4/27/2026 | Prasad Wealth Partners LLC | 331,655 | $15.01M | 4.1% | +1.8% | 0.381% | |
| 4/25/2026 | Patten Group Inc. | 65,058 | $2.95M | 0.5% | +7.9% | 0.075% | |
| 4/24/2026 | Root Financial Partners LLC | 738 | $33K | 0.0% | N/A | 0.001% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 13,989 | $633K | 0.2% | +39.4% | 0.016% | |
| 4/24/2026 | Walker Asset Management LLC | 87,368 | $3.95M | 2.1% | +5.3% | 0.100% | |
| 4/23/2026 | BXM Wealth LLC | 14,500 | $656K | 0.5% | -11.8% | 0.017% | |
| 4/23/2026 | Detalus Advisors LLC | 97,816 | $4.43M | 1.0% | -1.0% | 0.112% | |
| 4/23/2026 | Portus Wealth Advisors LLC | 52,034 | $2.36M | 2.2% | -14.3% | 0.060% | |
| 4/23/2026 | Apollon Wealth Management LLC | 14,811 | $670K | 0.0% | +5.5% | 0.017% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 180,485 | $8.17M | 0.0% | +1.4% | 0.207% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 157,369 | $7.12M | 3.2% | +2.5% | 0.181% | |
| 4/20/2026 | Friedenthal Financial | 40,424 | $1.83M | 0.9% | +1.0% | 0.046% | |
| 4/20/2026 | Davis Investment Partners LLC | 1,253,783 | $56.75M | 20.0% | -3.3% | 1.439% | |
| 4/18/2026 | HHM Wealth Advisors LLC | 43,550 | $1.97M | 0.2% | -11.0% | 0.050% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 4,797 | $217K | 0.0% | N/A | 0.005% | |
| 4/15/2026 | Aventus Investment Advisors Inc. | 206,531 | $9.35M | 7.9% | -0.9% | 0.239% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 87,053 | $3.96M | 0.0% | +1.8% | 0.100% | |
| 3/13/2026 | World Investment Advisors | 11,119 | $506K | 0.0% | +65.7% | 0.013% | |
| 3/9/2026 | Corient Private Wealth LLC | 104,221 | $4.75M | 0.0% | +4.7% | 0.120% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 18,750 | $853K | 0.7% | N/A | 0.022% | |
| 3/2/2026 | Sankala Group LLC | 2,442 | $115K | 0.1% | N/A | 0.003% | |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 25,678 | $1.18M | 0.3% | -13.4% | 0.030% | |
| 2/19/2026 | Briggs Wealth Management Inc | 11,372 | $518K | 0.6% | N/A | 0.013% | |
| 2/19/2026 | ATX Financial Planning LLC | 6,513 | $296K | 0.2% | N/A | 0.007% | |
| 2/19/2026 | Corient Private Wealth LLC | 104,105 | $4.75M | 0.0% | +4.6% | 0.120% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 153,267 | $6.98M | 0.0% | +254.1% | 0.176% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 19,384 | $882K | 0.0% | +8.2% | 0.022% | |
| 2/18/2026 | EP Wealth Advisors LLC | 13,574 | $618K | 0.0% | N/A | 0.016% | |
| 2/18/2026 | NewEdge Advisors LLC | 63,686 | $2.90M | 0.0% | -1.0% | 0.073% | |
| 2/18/2026 | Zacks Investment Management | 22,019 | $1.00M | 0.0% | +27.7% | 0.025% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 30,321 | $1.38M | 0.1% | -2.2% | 0.035% | |
| 2/18/2026 | Vista Investment Management | 118,349 | $5.39M | 1.8% | +8.0% | 0.136% | |
| 2/18/2026 | VestGen Advisors LLC | 7,310 | $333K | 0.0% | -6.2% | 0.008% | |
| 2/18/2026 | Prostatis Group LLC | 36,512 | $1.66M | 0.4% | -2.6% | 0.042% | |
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| 2/18/2026 | Chicago Wealth Management Inc. | 216,430 | $9.85M | 4.0% | N/A | 0.249% | |
| 2/17/2026 | AQR Capital Management LLC | 9,803 | $446K | 0.0% | N/A | 0.011% | |
| 2/17/2026 | Cetera Investment Advisers | 221,076 | $10.06M | 0.0% | +157.0% | 0.254% | |
| 2/17/2026 | Equitable Holdings Inc. | 22,382 | $1.02M | 0.0% | +5.3% | 0.026% | |
| 2/17/2026 | Kovack Advisors Inc. | 17,222 | $784K | 0.0% | +1.3% | 0.020% | |
| 2/17/2026 | Osaic Holdings Inc. | 770,592 | $35.08M | 0.1% | -3.0% | 0.887% | |
| 2/17/2026 | Advisory Services Network LLC | 133,799 | $6.09M | 0.1% | +7.2% | 0.154% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 40,721 | $1.85M | 0.0% | +833.1% | 0.047% | |
| 2/17/2026 | Private Advisor Group LLC | 84,499 | $3.85M | 0.0% | -3.1% | 0.097% | |
| 2/17/2026 | Captrust Financial Advisors | 726,480 | $33.06M | 0.1% | -6.5% | 0.836% | |