| 7/10/2026 | Wealthcare Advisory Partners LLC | 3,713 | $209K | 0.0% | -6.5% | 0.005% | |
| 7/9/2026 | Legacy Wealth Asset Management LLC | 21,837 | $1.23M | 0.3% | -9.7% | 0.030% | |
| 7/9/2026 | Pettinga Financial Advisors LLC | 75,432 | $4.24M | 0.7% | -2.4% | 0.103% | |
| 7/9/2026 | Allied Private Wealth LLC | 2,348 | $130K | 0.1% | N/A | 0.003% | |
| 7/9/2026 | Tactive Advisors LLC | 23,395 | $1.32M | 0.3% | +10.1% | 0.032% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 153,580 | $8.63M | 0.9% | -1.6% | 0.210% | |
| 7/7/2026 | Avior Wealth Management LLC | 78,311 | $4.40M | 0.1% | +4.6% | 0.107% | |
| 7/7/2026 | CoreCap Advisors LLC | 2,936 | $165K | 0.0% | -24.2% | 0.004% | |
| 7/7/2026 | City Center Advisors LLC | 9,114 | $512K | 0.4% | -17.2% | 0.012% | |
| 7/7/2026 | Paul R. Ried Financial Group LLC | 7,709 | $433K | 0.2% | -16.7% | 0.011% | |
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| 7/6/2026 | Stableford Capital II LLC | 11,457 | $644K | 0.2% | -1.7% | 0.016% | |
| 6/18/2026 | Western Wealth Management LLC | 13,057 | $935K | 0.0% | +1.5% | 0.018% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 4,176 | $299K | 0.0% | N/A | 0.006% | |
| 6/3/2026 | NewEdge Advisors LLC | 161,133 | $11.54M | 0.0% | +7.2% | 0.224% | |
| 5/19/2026 | Western Wealth Management LLC | 13,057 | $935K | 0.0% | +1.5% | 0.018% | |
| 5/19/2026 | McIlrath & Eck LLC | 235,777 | $16.88M | 1.3% | -2.6% | 0.328% | |
| 5/19/2026 | Bank of America Corp DE | 1,227,539 | $87.90M | 0.0% | -30.4% | 1.707% | |
| 5/19/2026 | Centaurus Financial Inc. | 4,458 | $319K | 0.0% | N/A | 0.006% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 383 | $27K | 0.0% | -41.1% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 188,523 | $13.50M | 0.0% | -11.6% | 0.262% | |
| 5/18/2026 | Empowered Funds LLC | 38,666 | $2.77M | 0.0% | -18.0% | 0.054% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 22,711 | $1.63M | 0.4% | N/A | 0.032% | |
| 5/18/2026 | Evelyn Partners Investment Management Services Ltd | 7,183 | $514K | 0.1% | N/A | 0.010% | |
| 5/18/2026 | Evercore Wealth Management LLC | 4,800 | $344K | 0.0% | -31.4% | 0.007% | |
| 5/16/2026 | Copley Financial Group Inc. | 19,480 | $1.40M | 0.8% | -80.1% | 0.027% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 11,598 | $831K | 0.0% | +75.5% | 0.016% | |
| 5/15/2026 | Wealth Watch Advisors INC | 49,012 | $3.51M | 1.5% | +6.9% | 0.068% | |
| 5/15/2026 | Waverly Advisors LLC | 41,790 | $2.99M | 0.0% | N/A | 0.058% | |
| 5/14/2026 | Modern Wealth Management LLC | 18,741 | $1.34M | 0.0% | +10.7% | 0.026% | |
| 5/14/2026 | Gibbs Wealth Management | 9,160 | $656K | 0.1% | N/A | 0.013% | |
| 5/13/2026 | Cetera Investment Advisers | 326,591 | $23.39M | 0.0% | -14.7% | 0.454% | |
| 5/13/2026 | Envision Financial Transparency LLC | 16,726 | $1.20M | 1.2% | N/A | 0.023% | |
| 5/12/2026 | Fortis Capital Management LLC | 10,246 | $734K | 0.1% | N/A | 0.014% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,615 | $259K | 0.0% | +6.4% | 0.005% | |
| 5/7/2026 | Paul R. Ried Financial Group LLC | 9,255 | $663K | 0.3% | -31.2% | 0.013% | |
| 5/7/2026 | Scarborough Advisors LLC | 691 | $49K | 0.0% | -98.6% | 0.001% | |
| 5/7/2026 | Eurizon Asset Management Hungary Ltd. | 1,000 | $72K | 0.1% | N/A | 0.001% | |
| 5/7/2026 | Vision Retirement LLC | 1,001 | $72K | 0.0% | -95.9% | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 515 | $37K | 0.0% | -99.5% | 0.001% | |
| 5/6/2026 | Bauman Advisory Group LLC | 14,767 | $1.06M | 0.7% | -15.8% | 0.021% | |
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| 5/5/2026 | BCGM Wealth Management LLC | 9,034 | $647K | 0.2% | +5.5% | 0.013% | |
| 5/5/2026 | Robinson Value Management Ltd. | 21,194 | $1.52M | 0.8% | -27.8% | 0.029% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 3,890 | $279K | 0.0% | -27.0% | 0.005% | |
| 5/5/2026 | Ethos Financial Group LLC | 19,544 | $1.39M | 0.1% | +186.1% | 0.027% | |
| 5/5/2026 | Signet Financial Management LLC | 4,156 | $298K | 0.0% | -77.8% | 0.006% | |
| 5/5/2026 | Sigma Planning Corp | 11,587 | $830K | 0.0% | +13.2% | 0.016% | |
| 5/5/2026 | Wealthgarden F.S. LLC | 3,420 | $245K | 0.2% | -37.1% | 0.005% | |
| 5/5/2026 | Flynn Zito Capital Management LLC | 4,039 | $289K | 0.1% | N/A | 0.006% | |
| 5/4/2026 | AMG National Trust Bank | 388,864 | $27.85M | 0.6% | -36.6% | 0.541% | |
| 5/4/2026 | Archer Investment Corp | 392 | $28K | 0.0% | N/A | 0.001% | |
| 5/4/2026 | HBW Advisory Services LLC | 7,535 | $540K | 0.1% | +105.8% | 0.010% | |
| 5/2/2026 | International Assets Investment Management LLC | 8,293 | $594K | 0.0% | +29.7% | 0.012% | |
| 5/2/2026 | Castleview Partners LLC | 22,781 | $1.63M | 0.8% | N/A | 0.032% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 156,093 | $11.18M | 1.3% | -5.3% | 0.217% | |
| 5/1/2026 | Fifth Third Bancorp | 2,396 | $172K | 0.0% | N/A | 0.003% | |
| 5/1/2026 | Simplicity Wealth LLC | 59,624 | $4.27M | 0.2% | +6.6% | 0.083% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 3,648 | $261K | 0.0% | -57.0% | 0.005% | |
| 4/30/2026 | Hegarty Advisors LLC | 23,309 | $1.67M | 1.3% | N/A | 0.032% | |
| 4/30/2026 | Millstone Evans Group LLC | 1,214 | $87K | 0.1% | N/A | 0.002% | |
| 4/30/2026 | Kestra Advisory Services LLC | 32,282 | $2.31M | 0.0% | +23.9% | 0.045% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 13,475 | $965K | 0.0% | -24.2% | 0.019% | |
| 4/29/2026 | Horst & Graben Wealth Management LLC | 3,580 | $257K | 0.0% | -83.2% | 0.005% | |
| 4/29/2026 | Integrated Advisors Network LLC | 7,786 | $558K | 0.0% | +22.2% | 0.011% | |
| 4/28/2026 | FLP Wealth Management LLC | 25,199 | $1.80M | 3.0% | -49.2% | 0.035% | |
| 4/28/2026 | Fortitude Advisory Group L.L.C. | 2,845 | $204K | 0.1% | -9.9% | 0.004% | |
| 4/28/2026 | Bravias Capital Group LLC | 4,775 | $342K | 0.2% | +9.2% | 0.007% | |
| 4/28/2026 | Retirement Financial Solutions LLC | 5,503 | $394K | 0.1% | -14.8% | 0.008% | |
| 4/27/2026 | Apeiron RIA LLC | 56,100 | $4.02M | 0.9% | -22.6% | 0.078% | |
| 4/27/2026 | PFG Investments LLC | 7,462 | $534K | 0.0% | -21.0% | 0.010% | |
| 4/27/2026 | World Investment Advisors | 157,802 | $11.30M | 0.2% | -2.7% | 0.219% | |
| 4/27/2026 | Private Advisor Group LLC | 65,855 | $4.72M | 0.0% | +28.7% | 0.092% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 197,836 | $14.17M | 0.3% | -2.2% | 0.275% | |
| 4/25/2026 | Blue Capital Inc. | 25,285 | $1.81M | 1.2% | -10.1% | 0.035% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 10,223 | $732K | 0.3% | -16.5% | 0.014% | |
| 4/24/2026 | SMART Wealth LLC | 43,359 | $3.11M | 0.9% | -36.5% | 0.060% | |
| 4/23/2026 | Kohmann Bosshard Financial Services LLC | 379 | $27K | 0.0% | N/A | 0.001% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 13,411 | $960K | 0.6% | -21.4% | 0.019% | |
| 4/23/2026 | Vicus Capital | 10,909 | $781K | 0.1% | +6.9% | 0.015% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 36,672 | $2.63M | 0.0% | -33.7% | 0.051% | |
| 4/22/2026 | BKM Wealth Management LLC | 4,755 | $341K | 0.1% | +3.7% | 0.007% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 7,989 | $572K | 0.1% | +11.5% | 0.011% | |
| 4/22/2026 | FLP Wealth Management LLC | 501 | $36K | 0.1% | +48.2% | 0.001% | |
| 4/22/2026 | Systelligence LLC | 55,414 | $3.97M | 0.8% | -58.4% | 0.077% | |
| 4/22/2026 | WT Wealth Management | 52,035 | $3.73M | 1.1% | -13.2% | 0.072% | |
| 4/21/2026 | Columbus Macro LLC | 16,771 | $1.20M | 0.1% | -9.5% | 0.023% | |
| 4/21/2026 | Independent Wealth Network Inc. | 3,353 | $240K | 0.1% | N/A | 0.005% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 5,370 | $385K | 0.0% | -15.0% | 0.007% | |
| 4/20/2026 | Arta Finance Wealth Management LLC | 29,186 | $2.09M | 1.0% | +33.4% | 0.041% | |
| 4/20/2026 | Cardinal Strategic Wealth Guidance | 36,094 | $2.59M | 0.7% | -2.8% | 0.050% | |
| 4/20/2026 | RFG Advisory LLC | 21,259 | $1.52M | 0.0% | -33.1% | 0.030% | |
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| 4/17/2026 | Worth Asset Management LLC | 3,293 | $236K | 0.1% | -43.3% | 0.005% | |
| 4/17/2026 | AdvisorNet Financial Inc | 2,933 | $210K | 0.0% | +14.9% | 0.004% | |
| 4/17/2026 | Baker Ellis Asset Management LLC | 2,900 | $208K | 0.0% | N/A | 0.004% | |
| 4/17/2026 | Brookstone Capital Management | 9,324 | $668K | 0.0% | +2.9% | 0.013% | |
| 4/17/2026 | Global Wealth Management LLC | 77,041 | $5.52M | 3.0% | +1.0% | 0.107% | |
| 4/16/2026 | Tactive Advisors LLC | 21,255 | $1.52M | 0.4% | +24.0% | 0.030% | |
| 4/16/2026 | Spectrum Planning & Advisory Services Inc. | 5,359 | $384K | 0.2% | +16.8% | 0.007% | |
| 4/16/2026 | CWC Advisors LLC. | 8,727 | $625K | 0.3% | +3.2% | 0.012% | |
| 4/16/2026 | Sheets Smith Wealth Management | 27,024 | $1.94M | 0.2% | -1.4% | 0.038% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 69,938 | $5.01M | 0.3% | -17.8% | 0.097% | |