| 10/13/2026 | Compass Financial Group INC SD | 7,136 | $389K | 0.0% | -3.3% | 0.001% | |
| 10/13/2026 | Moulton Wealth Management Inc. | 29,969 | $1.65M | 1.1% | +37.4% | 0.006% | |
| 10/13/2026 | Avior Wealth Management LLC | 29,547 | $1.61M | 0.0% | -16.0% | 0.005% | |
| 10/13/2026 | Baldwin Wealth Partners LLC MA | 24,059 | $1.31M | 0.1% | +9.1% | 0.004% | |
| 10/10/2026 | Roan Capital Partners | 14,439 | $787K | 0.6% | +2.2% | 0.003% | |
| 10/9/2026 | Mirador Capital Partners LP | 60,581 | $3.30M | 0.4% | +1,025.2% | 0.011% | |
| 10/9/2026 | Sound Income Strategies LLC | 15,838 | $847K | 0.0% | +2.4% | 0.003% | |
| 10/9/2026 | GK Wealth Management LLC | 66,788 | $3.64M | 2.0% | -21.8% | 0.012% | |
| 10/9/2026 | Bill Few Associates Inc. | 4,980 | $271K | 0.1% | +12.9% | 0.001% | |
| 10/9/2026 | Cadent Capital Advisors LLC | 51,421 | $2.80M | 0.6% | -9.3% | 0.010% | |
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| 10/9/2026 | BOS Asset Management LLC | 19,639 | $1.07M | 0.2% | -10.7% | 0.004% | |
| 10/9/2026 | Financial Designs Corp | 10,477 | $571K | 0.3% | +5.1% | 0.002% | |
| 10/9/2026 | Inspirion Wealth Advisors LLC | 7,454 | $406K | 0.0% | -6.5% | 0.001% | |
| 10/9/2026 | Gainplan LLC | 8,794 | $479K | 0.3% | +22.2% | 0.002% | |
| 10/9/2026 | Go Invest LLC | 769 | $42K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | Acropolis Investment Management LLC | 3,980 | $217K | 0.0% | -5.4% | 0.001% | |
| 10/9/2026 | First Heartland Consultants Inc. | 10,328 | $593K | 0.0% | -23.0% | 0.002% | |
| 10/8/2026 | Farther Finance Advisors LLC | 79,298 | $4.32M | 0.0% | +4.8% | 0.015% | |
| 10/8/2026 | CoreCap Advisors LLC | 133,578 | $7.28M | 0.2% | -6.4% | 0.025% | |
| 10/8/2026 | Titleist Asset Management LLC | 18,531 | $1.01M | 0.1% | -3.1% | 0.003% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 29,124 | $1.59M | 0.0% | +72.2% | 0.005% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 26,447 | $1.44M | 0.0% | +0.9% | 0.005% | |
| 10/8/2026 | Tactive Advisors LLC | 7,888 | $430K | 0.1% | -11.1% | 0.001% | |
| 10/8/2026 | MJT & Associates Financial Advisory Group Inc. | 952 | $52K | 0.0% | N/A | 0.000% | |
| 10/7/2026 | Elm3 Financial Group LLC | 6,312 | $344K | 0.2% | N/A | 0.001% | |
| 10/7/2026 | Bath Savings Trust Co | 60,935 | $3.32M | 0.3% | -6.3% | 0.011% | |
| 10/7/2026 | Rye Brook Capital LLC | 22,823 | $1.24M | 0.8% | +7.0% | 0.004% | |
| 10/7/2026 | Lake Hills Wealth Management LLC | 81,945 | $4.47M | 2.1% | +56.5% | 0.015% | |
| 10/7/2026 | Strong Retirement Solutions LLC | 6,550 | $357K | 0.2% | -27.6% | 0.001% | |
| 10/7/2026 | Worth Asset Management LLC | 12,817 | $699K | 0.2% | -13.7% | 0.002% | |
| 10/7/2026 | Crumly & Associates Inc. | 11,970 | $652K | 0.1% | -5.1% | 0.002% | |
| 10/6/2026 | Bangor Savings Bank | 1,911 | $104K | 0.0% | +208.2% | 0.000% | |
| 10/6/2026 | Private Capital Advisors Inc. | 4,500 | $245K | 0.0% | N/A | 0.001% | |
| 10/6/2026 | Byrne Asset Management LLC | 6,663 | $367K | 0.2% | +4,064.4% | 0.001% | |
| 10/5/2026 | Horizons Wealth Management | 483 | $26K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | Violich Capital Management Inc. | 36,610 | $2.00M | 0.2% | +3.1% | 0.007% | |
| 10/2/2026 | CX Institutional | 13,388 | $730K | 0.0% | +3.6% | 0.002% | |
| 10/1/2026 | Burkett Financial Services LLC | 1,033 | $56K | 0.0% | +24.0% | 0.000% | |
| 9/29/2026 | Greenwich Wealth Management LLC | 439,963 | $23.53M | 0.9% | -0.2% | 0.082% | |
| 9/25/2026 | Atomic Invest LLC | 1,345 | $71K | 0.0% | +276.8% | 0.000% | |
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| 9/23/2026 | Envestnet Asset Management Inc. | 1,181,858 | $63.19M | 0.0% | -9.5% | 0.220% | |
| 9/22/2026 | Innovative Advisory Group LLC | 91,046 | $4.87M | 3.7% | -12.3% | 0.017% | |
| 9/21/2026 | Premier Financial Group | 15,054 | $805K | 0.2% | +8.1% | 0.003% | |
| 9/16/2026 | IKE Capital LLC | 19,275 | $1.03M | 0.5% | -18.5% | 0.004% | |
| 9/11/2026 | Bullseye Investment Management LLC | 500 | $27K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 54,784 | $2.93M | 0.0% | +5.3% | 0.010% | |
| 9/9/2026 | Van Hulzen Asset Management LLC | 28,444 | $1.52M | 0.1% | +8.5% | 0.005% | |
| 9/9/2026 | MCF Advisors LLC | 14,529 | $777K | 0.0% | -8.2% | 0.003% | |
| 9/9/2026 | One Capital Management LLC | 10,904 | $583K | 0.0% | N/A | 0.002% | |
| 9/9/2026 | Gemmer Asset Management LLC | 4,902 | $262K | 0.0% | -89.3% | 0.001% | |
| 9/9/2026 | Pinnacle Wealth Management Advisory Group LLC | 6,408 | $343K | 0.0% | -17.4% | 0.001% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 236,853 | $12.67M | 0.1% | -23.2% | 0.044% | |
| 9/9/2026 | RFG Advisory LLC | 78,381 | $4.19M | 0.1% | +82.3% | 0.015% | |
| 9/9/2026 | NewEdge Advisors LLC | 467,435 | $24.99M | 0.1% | +1.3% | 0.088% | |
| 9/9/2026 | IFP Advisors Inc | 35,315 | $1.89M | 0.0% | -6.9% | 0.007% | |
| 9/9/2026 | Baird Financial Group Inc. | 308,811 | $16.51M | 0.0% | -3.0% | 0.058% | |
| 9/9/2026 | One Charles Private Wealth Services LLC | 39,592 | $2.12M | 0.5% | -8.6% | 0.007% | |
| 9/8/2026 | Allworth Financial LP | 69,276 | $3.70M | 0.0% | -29.1% | 0.013% | |
| 9/8/2026 | Waverly Advisors LLC | 59,164 | $3.16M | 0.0% | +11.2% | 0.011% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 3,725 | $199K | 0.0% | +18.2% | 0.001% | |
| 8/27/2026 | Corient Private Wealth LP | 139,783 | $7.48M | 0.0% | -2.9% | 0.026% | |
| 8/27/2026 | Tucker Asset Management LLC | 58,043 | $3.10M | 0.8% | +4.3% | 0.011% | |
| 8/26/2026 | Principia Wealth Advisory LLC | 20,309 | $1.09M | 0.2% | -3.0% | 0.004% | |
| 8/26/2026 | HighTower Advisors LLC | 1,165,149 | $62.30M | 0.1% | +7.5% | 0.218% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 167,355 | $8.95M | 0.2% | +60.6% | 0.031% | |
| 8/23/2026 | Guardian Wealth Advisors LLC NC | 10,405 | $556K | 0.0% | +79.9% | 0.002% | |
| 8/23/2026 | Straight Path Wealth Management | 5,997 | $321K | 0.1% | +27.8% | 0.001% | |
| 8/23/2026 | Kintra Wealth LLC | 6,643 | $386K | 0.0% | +17.1% | 0.001% | |
| 8/23/2026 | PCG Wealth Advisors LLC | 63,342 | $3.39M | 0.8% | +5.2% | 0.012% | |
| 8/23/2026 | Endeavor Private Wealth Inc. | 7,454 | $399K | 0.1% | +2.7% | 0.001% | |
| 8/23/2026 | SFG Wealth Management LLC. | 7,658 | $409K | 0.1% | -51.7% | 0.001% | |
| 8/23/2026 | Ameliora Wealth Management Ltd. | 31,210 | $1.67M | 0.5% | +8.0% | 0.006% | |
| 8/23/2026 | HB Wealth Management LLC | 75,591 | $4.04M | 0.0% | +1.1% | 0.014% | |
| 8/23/2026 | Northeast Planning Associates INC. NH | 438,167 | $23.43M | 17.0% | -2.8% | 0.082% | |
| 8/23/2026 | Angeles Wealth Management LLC | 6,823 | $365K | 0.0% | +23.5% | 0.001% | |
| 8/22/2026 | Compass Financial Management LLC | 13,602 | $729K | 0.1% | N/A | 0.003% | |
| 8/22/2026 | Maloon Powers Pitre Higgins & Dennehy LLC | 6,553 | $350K | 0.1% | N/A | 0.001% | |
| 8/22/2026 | Markowski Investments | 3,760 | $201K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | Highland Investment Advisors LLC | 13,954 | $746K | 0.3% | N/A | 0.003% | |
| 8/22/2026 | Hopwood Nicholas Hunter | 9,840 | $526K | 0.1% | N/A | 0.002% | |
| 8/22/2026 | Elevation Wealth Management LLC | 21,274 | $1.14M | 0.9% | +0.9% | 0.004% | |
| 8/22/2026 | Rik Saylor Financial Inc. | 5,820 | $311K | 0.2% | -87.9% | 0.001% | |
| 8/22/2026 | Tudor Financial Inc. | 23,928 | $1.28M | 0.6% | +265.8% | 0.004% | |
| 8/22/2026 | NWF Advisory Services Inc. | 26,413 | $1.41M | 0.1% | +2.3% | 0.005% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 337,243 | $18.09M | 0.0% | -4.1% | 0.063% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 102,777 | $5.50M | 0.0% | +32.9% | 0.019% | |
| 8/22/2026 | Power Wealth Management LLC | 19,683 | $1.05M | 0.4% | +156.2% | 0.004% | |
| 8/21/2026 | Integrity Financial Corp WA | 10,137 | $542K | 0.3% | -9.3% | 0.002% | |
| 8/21/2026 | KFG Wealth Management LLC | 11,285 | $603K | 0.1% | +13.9% | 0.002% | |
| 8/21/2026 | Strengthening Families & Communities LLC | 3,751 | $201K | 0.0% | +9.8% | 0.001% | |
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| 8/21/2026 | Beacon Capital Management LLC | 9,786 | $523K | 0.1% | -41.0% | 0.002% | |
| 8/21/2026 | Continuum Advisory LLC | 26,426 | $1.41M | 0.1% | +107.4% | 0.005% | |
| 8/21/2026 | Safeguard Investment Advisory Group LLC | 5,355 | $286K | 0.1% | +9.5% | 0.001% | |
| 8/21/2026 | Coppell Advisory Solutions LLC | 3,798 | $203K | 0.0% | N/A | 0.001% | |
| 8/21/2026 | MBA Advisors LLC | 4,314 | $231K | 0.1% | +18.4% | 0.001% | |
| 8/21/2026 | Tsfg LLC | 4,502 | $241K | 0.0% | +6.8% | 0.001% | |
| 8/21/2026 | Briaud Financial Planning Inc | 335,142 | $17.92M | 4.7% | +1.8% | 0.063% | |
| 8/21/2026 | Laidlaw Wealth Management LLC | 4,772 | $255K | 0.8% | -17.7% | 0.001% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 35,679 | $1.88M | 0.2% | -4.3% | 0.007% | |
| 8/21/2026 | Secure Asset Management LLC | 5,884 | $315K | 0.0% | -3.7% | 0.001% | |