| 6/22/2026 | Vilga Financial Planning LLC | 225,316 | $6.00M | 5.4% | +190.7% | 0.039% | |
| 6/3/2026 | NewEdge Advisors LLC | 77,359 | $2.06M | 0.0% | +5.7% | 0.013% | |
| 5/28/2026 | Blue Fin Capital Inc. | 57,050 | $1.52M | 0.2% | -6.4% | 0.010% | |
| 5/28/2026 | Maripau Wealth Management LLC | 76,674 | $2.04M | 0.9% | +1.6% | 0.013% | |
| 5/27/2026 | Allen Capital Group LLC | 633,703 | $16.86M | 1.5% | +8.7% | 0.110% | |
| 5/21/2026 | Essential Partners LLC | 30,977 | $824K | 0.3% | +1.8% | 0.005% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 28,289 | $753K | 0.0% | -5.1% | 0.005% | |
| 5/19/2026 | Western Wealth Management LLC | 144,457 | $3.84M | 0.1% | +1,623.6% | 0.025% | |
| 5/19/2026 | NewEdge Advisors LLC | 75,359 | $2.01M | 0.0% | +2.9% | 0.013% | |
| 5/19/2026 | Bank of America Corp DE | 11,331,818 | $301.54M | 0.0% | -23.4% | 1.972% | |
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| 5/19/2026 | Edgestream Partners L.P. | 9,999 | $266K | 0.0% | -77.1% | 0.002% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 18,461 | $496K | 0.2% | +2.2% | 0.003% | |
| 5/19/2026 | Centaurus Financial Inc. | 5,875 | $156K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Strategic Investment Advisors MI | 7,926 | $211K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 287,970 | $7.66M | 0.1% | +2,654.9% | 0.050% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 28,289 | $753K | 0.1% | -5.1% | 0.005% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 44,493 | $1.18M | 0.0% | -4.5% | 0.008% | |
| 5/18/2026 | Royal Bank of Canada | 207,312 | $5.52M | 0.0% | +13.7% | 0.036% | |
| 5/16/2026 | Quantinno Capital Management LP | 10,626 | $283K | 0.0% | +27.4% | 0.002% | |
| 5/15/2026 | Northeast Financial Group Inc. | 379,803 | $10.11M | 2.5% | +186.1% | 0.066% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 23,663 | $630K | 0.0% | +202.0% | 0.004% | |
| 5/15/2026 | Waverly Advisors LLC | 193,135 | $5.14M | 0.0% | -1.0% | 0.034% | |
| 5/15/2026 | Asset Management Group Inc. | 618,527 | $16.46M | 2.7% | +8.4% | 0.108% | |
| 5/15/2026 | Adventist Health System Sunbelt Healthcare Corp | 5,770,300 | $153.55M | 5.4% | -0.1% | 1.004% | |
| 5/14/2026 | Renaissance Technologies LLC | 474,900 | $12.64M | 0.0% | N/A | 0.083% | |
| 5/14/2026 | Compound Planning Inc. | 33,339 | $887K | 0.0% | -6.3% | 0.006% | |
| 5/14/2026 | Sei Investments Co. | 12,955,292 | $344.74M | 0.3% | +5.3% | 2.255% | |
| 5/13/2026 | Cetera Investment Advisers | 1,001,032 | $26.64M | 0.0% | -12.8% | 0.174% | |
| 5/13/2026 | Wealthspire Retirement LLC | 119,247 | $3.17M | 0.2% | +11.2% | 0.021% | |
| 5/13/2026 | WealthCollab LLC | 151,745 | $4.04M | 1.7% | +8.9% | 0.026% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 6,121,252 | $162.89M | 4.2% | +2.8% | 1.065% | |
| 5/12/2026 | Fortis Capital Management LLC | 28,218 | $751K | 0.1% | -8.3% | 0.005% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 167,418 | $4.46M | 0.0% | -10.8% | 0.029% | |
| 5/8/2026 | Summit Global Investments | 322,298 | $8.58M | 0.5% | +1,886.9% | 0.056% | |
| 5/8/2026 | JMG Financial Group Ltd. | 91,020 | $2.42M | 0.1% | -0.7% | 0.016% | |
| 5/7/2026 | Van Strum & Towne Inc. | 236,262 | $6.29M | 1.8% | +1.7% | 0.041% | |
| 5/7/2026 | Human Investing LLC | 1,961 | $52K | 0.0% | N/A | 0.000% | |
| 5/7/2026 | Parallel Advisors LLC | 4,729 | $126K | 0.0% | -12.9% | 0.001% | |
| 5/7/2026 | AlphaCentric Advisors LLC | 4,948 | $132K | 0.1% | +13.1% | 0.001% | |
| 5/6/2026 | Aviance Capital Partners LLC | 176,930 | $4.71M | 0.6% | +5.4% | 0.031% | |
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| 5/6/2026 | Kesler Norman & Wride LLC | 11,141 | $296K | 0.1% | +27.3% | 0.002% | |
| 5/6/2026 | Frontier Asset Management LLC | 389,009 | $10.35M | 2.2% | +3.1% | 0.068% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 7,415 | $199K | 0.0% | +236.7% | 0.001% | |
| 5/6/2026 | Modera Wealth Management LLC | 701,267 | $18.66M | 0.2% | -6.6% | 0.122% | |
| 5/6/2026 | Assetmark Inc. | 2,687,120 | $71.50M | 0.1% | +39.1% | 0.468% | |
| 5/6/2026 | Bauman Advisory Group LLC | 53,728 | $1.43M | 1.0% | N/A | 0.009% | |
| 5/6/2026 | Oder Investment Management LLC | 17,920 | $477K | 0.4% | -4.4% | 0.003% | |
| 5/5/2026 | BCGM Wealth Management LLC | 118,297 | $3.15M | 0.8% | +9.1% | 0.021% | |
| 5/5/2026 | Golden Bell Financial Planning LLC | 401,701 | $10.69M | 8.5% | +5.9% | 0.070% | |
| 5/5/2026 | Westover Capital Advisors LLC | 403,651 | $10.74M | 2.0% | +3.1% | 0.070% | |
| 5/5/2026 | Wealthfront Advisers LLC | 34,244,939 | $911.26M | 2.0% | -0.8% | 5.961% | |
| 5/5/2026 | D.A. Davidson & CO. | 156,144 | $4.16M | 0.0% | N/A | 0.027% | |
| 5/5/2026 | Bank of New York Mellon Corp | 2,420,974 | $64.42M | 0.0% | +34.7% | 0.421% | |
| 5/5/2026 | Sherman Asset Management Inc. | 60,821 | $1.62M | 1.5% | +11.3% | 0.011% | |
| 5/5/2026 | Theory Financial LLC | 199,063 | $5.30M | 1.9% | -12.6% | 0.035% | |
| 5/5/2026 | Ethos Financial Group LLC | 72,056 | $1.92M | 0.1% | -3.6% | 0.013% | |
| 5/5/2026 | LFA Lugano Financial Advisors SA | 2,882 | $76K | 0.0% | -46.6% | 0.001% | |
| 5/5/2026 | SouthState Bank Corp | 28,943 | $770K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | Sanctuary Advisors LLC | 175,353 | $4.67M | 0.0% | +17.1% | 0.031% | |
| 5/5/2026 | Sigma Planning Corp | 15,111 | $402K | 0.0% | -9.4% | 0.003% | |
| 5/5/2026 | Nwam LLC | 45,278 | $1.21M | 0.1% | +5.0% | 0.008% | |
| 5/4/2026 | Riverpoint Wealth Management Holdings LLC | 270,587 | $7.20M | 1.5% | +12.1% | 0.047% | |
| 5/4/2026 | Summit Wealth Group LLC | 165,226 | $4.40M | 1.0% | +2.7% | 0.029% | |
| 5/4/2026 | AMG National Trust Bank | 210,016 | $5.59M | 0.1% | +15.3% | 0.037% | |
| 5/4/2026 | Lutz Financial Services LLC | 2,341,905 | $62.32M | 4.2% | +6.1% | 0.408% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 21,538 | $573K | 0.0% | -5.2% | 0.004% | |
| 5/4/2026 | Archer Investment Corp | 971 | $26K | 0.0% | +212.2% | 0.000% | |
| 5/4/2026 | WJ Financial Advisors LLC | 13,015 | $346K | 0.3% | +3.9% | 0.002% | |
| 5/4/2026 | Citizens National Bank Trust Department | 33,088 | $880K | 0.1% | -13.3% | 0.006% | |
| 5/4/2026 | Lincoln National Corp | 8,907,849 | $237.04M | 6.9% | +180.0% | 1.551% | |
| 5/4/2026 | Procyon Advisors LLC | 269,525 | $7.17M | 0.1% | -15.1% | 0.047% | |
| 5/2/2026 | Anchor Investment Management LLC | 27,088 | $721K | 0.1% | -8.8% | 0.005% | |
| 5/2/2026 | Keener Financial Planning LLC | 19,980 | $531K | 0.2% | N/A | 0.003% | |
| 5/2/2026 | Diversify Wealth Management LLC | 26,300 | $706K | 0.0% | +8.2% | 0.005% | |
| 5/2/2026 | Valmark Advisers Inc. | 230,333 | $6.13M | 0.1% | +3.3% | 0.040% | |
| 5/2/2026 | Carnegie Investment Counsel | 636,178 | $16.93M | 0.3% | +0.6% | 0.111% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 262,691 | $6.99M | 0.1% | -3.0% | 0.046% | |
| 5/1/2026 | Fifth Third Bancorp | 422,223 | $11.24M | 0.0% | +112.7% | 0.073% | |
| 5/1/2026 | EQ Wealth Advisors LLC | 341,629 | $9.09M | 5.3% | -19.7% | 0.059% | |
| 5/1/2026 | Summit Financial Strategies Inc. | 119,355 | $3.18M | 0.3% | +3.7% | 0.020% | |
| 5/1/2026 | Simplicity Wealth LLC | 29,313 | $780K | 0.0% | N/A | 0.005% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 9,303 | $248K | 0.0% | +19.4% | 0.002% | |
| 5/1/2026 | Paladin Advisory Group LLC | 3,825 | $102K | 0.1% | -18.6% | 0.001% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 91,364 | $2.43M | 0.0% | +1,966.6% | 0.016% | |
| 5/1/2026 | DMC Group LLC | 24,546 | $653K | 0.4% | -3.2% | 0.004% | |
| 4/30/2026 | Hsbc Holdings PLC | 19,257 | $512K | 0.0% | N/A | 0.003% | |
| 4/30/2026 | First Horizon Corp | 3,766 | $100K | 0.0% | +5,974.2% | 0.001% | |
| 4/30/2026 | Kestra Advisory Services LLC | 118,384 | $3.15M | 0.0% | +34.3% | 0.020% | |
| 4/30/2026 | WPG Advisers LLC | 5,543 | $147K | 0.1% | -7.7% | 0.001% | |
| 4/29/2026 | Flatrock Wealth Partners LLC | 82,247 | $2.19M | 1.0% | N/A | 0.014% | |
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| 4/29/2026 | Navalign LLC | 692,714 | $18.43M | 4.6% | +5.0% | 0.118% | |
| 4/29/2026 | Sagace Wealth Management LLC | 184,834 | $4.92M | 3.3% | +1.5% | 0.032% | |
| 4/29/2026 | K2 Financial Inc. | 117,417 | $3.15M | 2.1% | +5.3% | 0.020% | |
| 4/29/2026 | Resonant Capital Advisors LLC | 104,527 | $2.78M | 0.1% | -4.8% | 0.018% | |
| 4/29/2026 | Downshift Financial LLC | 15,174 | $408K | 0.2% | -42.6% | 0.003% | |
| 4/29/2026 | Integrated Advisors Network LLC | 20,579 | $548K | 0.0% | -72.4% | 0.004% | |
| 4/29/2026 | Fischer Financial Services Inc. | 61,410 | $1.63M | 0.5% | +1.0% | 0.011% | |
| 4/28/2026 | Bogart Wealth LLC | 3,935 | $105K | 0.0% | -32.8% | 0.001% | |
| 4/28/2026 | DGS Capital Management LLC | 22,575 | $601K | 0.1% | N/A | 0.004% | |
| 4/28/2026 | Ascentis Independent Advisors | 20,051 | $534K | 0.0% | N/A | 0.003% | |