| 7/2/2026 | Burkett Financial Services LLC | 20,154 | $728K | 0.2% | -3.2% | 0.003% | |
| 7/2/2026 | Frisco Financial Planning LLC | 133,851 | $4.84M | 3.6% | -1.5% | 0.019% | |
| 7/2/2026 | Collective Family Office LLC | 35,963 | $1.30M | 0.3% | -8.6% | 0.005% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 320,503 | $11.58M | 2.2% | +12.1% | 0.047% | |
| 6/23/2026 | Ballast Advisors LLC | 195,171 | $5.68M | 1.6% | +5.6% | 0.028% | |
| 6/18/2026 | Western Wealth Management LLC | 16,095 | $468K | 0.0% | +58.8% | 0.002% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 43,174 | $1.26M | 0.1% | -8.0% | 0.006% | |
| 6/3/2026 | Wealthquest Corp | 8,696 | $253K | 0.0% | N/A | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 165,989 | $4.83M | 0.0% | -1.8% | 0.024% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 66,433 | $1.93M | 0.3% | N/A | 0.010% | |
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| 6/1/2026 | Keel Point LLC | 20,624 | $600K | 0.0% | +11.9% | 0.003% | |
| 5/29/2026 | Asset Dedication LLC | 261,648 | $7.61M | 0.5% | +4.3% | 0.038% | |
| 5/28/2026 | Cozad Asset Management Inc. | 37,040 | $1.08M | 0.1% | -2.5% | 0.005% | |
| 5/27/2026 | Tenret Co LLC | 58,188 | $1.69M | 0.8% | -0.7% | 0.008% | |
| 5/27/2026 | Allen Capital Group LLC | 83,521 | $2.43M | 0.2% | +4.8% | 0.012% | |
| 5/26/2026 | Serenity Investment Advisors | 77,488 | $2.25M | 0.9% | -6.8% | 0.011% | |
| 5/26/2026 | Glenmede Trust Co. NA | 19,467 | $566K | 0.0% | -7.0% | 0.003% | |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 67,927 | $1.98M | 0.3% | -2.9% | 0.010% | |
| 5/22/2026 | Summitry LLC | 13,382 | $389K | 0.0% | N/A | 0.002% | |
| 5/22/2026 | Coastline Complete Wealth LLC | 40,369 | $1.17M | 0.7% | +4.0% | 0.006% | |
| 5/21/2026 | Essential Partners LLC | 34,391 | $1M | 0.3% | +3.7% | 0.005% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 148,376 | $4.32M | 1.0% | +2.9% | 0.022% | |
| 5/19/2026 | Western Wealth Management LLC | 16,095 | $468K | 0.0% | +58.8% | 0.002% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 9,847 | $286K | 0.2% | N/A | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 164,816 | $4.79M | 0.1% | -2.5% | 0.024% | |
| 5/19/2026 | Bank of America Corp DE | 14,587,526 | $424.21M | 0.0% | -15.7% | 2.119% | |
| 5/19/2026 | Wilson & Boucher Capital Management LLC | 39,740 | $1.16M | 0.8% | -1.5% | 0.006% | |
| 5/19/2026 | Chesapeake Wealth Management | 178,183 | $5.18M | 1.6% | +0.3% | 0.026% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 21,190 | $616K | 0.3% | -4.2% | 0.003% | |
| 5/19/2026 | Arkadios Wealth Advisors | 15,687 | $456K | 0.0% | +74.4% | 0.002% | |
| 5/18/2026 | Sunbelt Securities Inc. | 329,819 | $9.59M | 0.6% | +3.8% | 0.048% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 40,791 | $1.19M | 0.0% | -9.4% | 0.006% | |
| 5/18/2026 | Royal Bank of Canada | 287,780 | $8.37M | 0.0% | -20.7% | 0.042% | |
| 5/18/2026 | Eley Financial Management Inc | 38,375 | $1.12M | 0.4% | +8.8% | 0.006% | |
| 5/16/2026 | Quantinno Capital Management LP | 159,774 | $4.65M | 0.0% | +9.3% | 0.023% | |
| 5/15/2026 | Northeast Financial Group Inc. | 94,042 | $2.74M | 0.7% | +3.9% | 0.014% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 16,356 | $476K | 0.1% | +4.5% | 0.002% | |
| 5/15/2026 | Everest Financial Group LLC | 9,710 | $282K | 0.0% | N/A | 0.001% | |
| 5/15/2026 | FreeGulliver LLC | 9,740 | $283K | 0.1% | +13.4% | 0.001% | |
| 5/15/2026 | Windsor Advisory Group LLC | 44,085 | $1.28M | 1.1% | N/A | 0.006% | |
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| 5/15/2026 | Waverly Advisors LLC | 408,316 | $11.87M | 0.1% | -6.4% | 0.059% | |
| 5/15/2026 | Asset Management Group Inc. | 242,408 | $7.05M | 1.1% | -1.1% | 0.035% | |
| 5/15/2026 | St. Louis Trust Co | 473,953 | $13.78M | 1.6% | -4.0% | 0.069% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 11,932 | $347K | 0.0% | +47.9% | 0.002% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 14,323 | $417K | 0.0% | N/A | 0.002% | |
| 5/14/2026 | FCA Corp TX | 9,166 | $267K | 0.1% | -5.8% | 0.001% | |
| 5/14/2026 | Compound Planning Inc. | 174,965 | $5.09M | 0.2% | -6.6% | 0.025% | |
| 5/14/2026 | Modern Wealth Management LLC | 562,920 | $16.52M | 0.3% | +0.2% | 0.082% | |
| 5/14/2026 | Aspen Grove Capital LLC | 46,521 | $1.35M | 0.3% | -5.1% | 0.007% | |
| 5/14/2026 | RMG Wealth Management LLC | 1,500,409 | $43.63M | 5.2% | -70.4% | 0.218% | |
| 5/14/2026 | Dickmeyer Boyce Financial Management Inc. | 33,916 | $986K | 0.6% | N/A | 0.005% | |
| 5/14/2026 | American Financial Advisors LLC | 389,669 | $11.33M | 1.5% | -0.7% | 0.057% | |
| 5/14/2026 | Sei Investments Co. | 14,734,817 | $428.49M | 0.4% | -0.2% | 2.140% | |
| 5/14/2026 | Ascension Capital Advisors Inc. | 710,716 | $20.67M | 6.5% | +1.5% | 0.103% | |
| 5/14/2026 | Lido Advisors LLC | 432,733 | $12.58M | 0.0% | -4.0% | 0.063% | |
| 5/13/2026 | Cetera Investment Advisers | 1,271,774 | $36.98M | 0.0% | +7.5% | 0.185% | |
| 5/13/2026 | Wealthspire Retirement LLC | 149,639 | $4.35M | 0.3% | +2.3% | 0.022% | |
| 5/13/2026 | American Investment Services Inc. | 76,343 | $2.22M | 0.5% | -2.7% | 0.011% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 624,063 | $18.15M | 1.5% | +1.9% | 0.091% | |
| 5/13/2026 | WealthCollab LLC | 2,340 | $68K | 0.0% | -53.7% | 0.000% | |
| 5/12/2026 | Fortis Capital Management LLC | 335,415 | $9.75M | 1.0% | +17.8% | 0.049% | |
| 5/8/2026 | Pacific Sun Financial Corp | 20,928 | $609K | 0.3% | -3.2% | 0.003% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 139,929 | $4.07M | 0.0% | +37.0% | 0.020% | |
| 5/8/2026 | Summit Asset Management LLC | 37,141 | $1.08M | 0.2% | -1.5% | 0.005% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,674 | $49K | 0.0% | N/A | 0.000% | |
| 5/8/2026 | JMG Financial Group Ltd. | 56,404 | $1.64M | 0.0% | -2.3% | 0.008% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 201,800 | $5.87M | 0.6% | +10.6% | 0.029% | |
| 5/7/2026 | Basepoint Wealth LLC | 1,592 | $46K | 0.0% | -51.9% | 0.000% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 137,921 | $4.01M | 0.6% | -0.5% | 0.020% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 256,725 | $7.47M | 0.3% | +3.3% | 0.037% | |
| 5/7/2026 | Lowe Brockenbrough & Co. Inc. | 108,947 | $3.17M | 0.2% | -2.4% | 0.016% | |
| 5/7/2026 | Scarborough Advisors LLC | 36,007 | $1.05M | 0.1% | N/A | 0.005% | |
| 5/7/2026 | Planning Alternatives Ltd. ADV | 13,897 | $404K | 0.1% | -3.9% | 0.002% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 15,008 | $436K | 0.0% | -9.9% | 0.002% | |
| 5/7/2026 | Next Capital Management LLC | 107,890 | $3.14M | 1.0% | -9.4% | 0.016% | |
| 5/7/2026 | Paradigm Strategies in Wealth Management LLC | 28,061 | $816K | 0.6% | -6.9% | 0.004% | |
| 5/7/2026 | Hanseatic Management Services Inc. | 77,684 | $2.26M | 2.2% | N/A | 0.011% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 50,805 | $1.48M | 0.1% | N/A | 0.007% | |
| 5/7/2026 | White & Co Financial Planning Inc | 728,443 | $21.18M | 14.9% | -1.1% | 0.106% | |
| 5/7/2026 | Paces Ferry Wealth Advisors LLC | 110,648 | $3.22M | 1.3% | -1.2% | 0.016% | |
| 5/6/2026 | GatePass Capital LLC | 17,235 | $501K | 0.2% | N/A | 0.003% | |
| 5/6/2026 | IMA Advisory Services Inc. | 483,863 | $14.07M | 1.4% | +3.0% | 0.070% | |
| 5/6/2026 | Zhang Financial LLC | 25,453 | $740K | 0.0% | +14.8% | 0.004% | |
| 5/6/2026 | Modera Wealth Management LLC | 193,959 | $5.64M | 0.1% | +3.1% | 0.028% | |
| 5/6/2026 | Townsend Asset Management Corp NC ADV | 16,291 | $474K | 0.2% | -16.8% | 0.002% | |
| 5/6/2026 | Juno Financial Group LLC | 87,391 | $2.54M | 1.0% | +2.6% | 0.013% | |
| 5/6/2026 | Assetmark Inc. | 7,604 | $221K | 0.0% | +10.0% | 0.001% | |
| 5/6/2026 | Main Street Group LTD | 1,138 | $33K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Angeles Wealth Management LLC | 1,109 | $32K | 0.0% | +81.8% | 0.000% | |
| 5/6/2026 | Bessemer Group Inc. | 1,514 | $44K | 0.0% | N/A | 0.000% | |
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| 5/6/2026 | Independent Financial Group LLC | 11,790 | $343K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 36,212 | $1.05M | 0.0% | -4.2% | 0.005% | |
| 5/6/2026 | Birchwood Financial Partners Inc. | 20,925 | $608K | 0.6% | +3.1% | 0.003% | |
| 5/5/2026 | Wealthfront Advisers LLC | 177,425 | $5.16M | 0.0% | +3.6% | 0.026% | |
| 5/5/2026 | D.A. Davidson & CO. | 16,452 | $478K | 0.0% | +3.5% | 0.002% | |
| 5/5/2026 | Bank of New York Mellon Corp | 12,732 | $370K | 0.0% | +3.6% | 0.002% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 54,372 | $1.58M | 0.4% | -0.6% | 0.008% | |
| 5/5/2026 | Meridian Management Co. | 196,093 | $5.70M | 1.4% | -6.7% | 0.028% | |
| 5/5/2026 | Sanctuary Advisors LLC | 144,728 | $4.21M | 0.0% | +2.2% | 0.021% | |
| 5/5/2026 | Nwam LLC | 41,287 | $1.20M | 0.1% | +1.3% | 0.006% | |