| 7/1/2026 | Marathon Mission Inc. | 54,505 | $5.95M | 3.0% | +1.4% | 0.123% | |
| 6/16/2026 | Empowered Funds LLC | 2,312 | $219K | 0.0% | N/A | 0.005% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 177,007 | $16.74M | 1.0% | +1.4% | 0.398% | |
| 6/3/2026 | NewEdge Advisors LLC | 11,055 | $1.05M | 0.0% | -17.8% | 0.025% | |
| 5/29/2026 | Asset Dedication LLC | 111,199 | $10.52M | 0.7% | -0.4% | 0.250% | |
| 5/27/2026 | Capasso Planning Partners LLC | 99,183 | $9.38M | 5.1% | +8.1% | 0.223% | |
| 5/26/2026 | Glenmede Trust Co. NA | 316 | $30K | 0.0% | N/A | 0.001% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 5,897 | $557K | 0.0% | N/A | 0.013% | |
| 5/19/2026 | NewEdge Advisors LLC | 9,957 | $942K | 0.0% | -25.9% | 0.022% | |
| 5/19/2026 | Bank of America Corp DE | 1,044,189 | $98.76M | 0.0% | -23.8% | 2.349% | |
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| 5/19/2026 | Ashton Thomas Securities LLC | 793 | $75K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Arkadios Wealth Advisors | 10,580 | $1.00M | 0.0% | N/A | 0.024% | |
| 5/19/2026 | IFS Group LLC | 4,171 | $394K | 0.4% | N/A | 0.009% | |
| 5/18/2026 | Royal Bank of Canada | 64,788 | $6.13M | 0.0% | +2.2% | 0.146% | |
| 5/18/2026 | Richwood Investment Advisors LLC | 4,160 | $393K | 0.3% | -23.8% | 0.009% | |
| 5/18/2026 | Empowered Funds LLC | 2,312 | $219K | 0.0% | N/A | 0.005% | |
| 5/16/2026 | Quantinno Capital Management LP | 14,998 | $1.42M | 0.0% | +2.4% | 0.034% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 2,170 | $205K | 0.0% | N/A | 0.005% | |
| 5/15/2026 | Everest Financial Group LLC | 2,286 | $216K | 0.0% | N/A | 0.005% | |
| 5/15/2026 | Waverly Advisors LLC | 235,509 | $22.27M | 0.2% | +418.4% | 0.530% | |
| 5/14/2026 | Morningstar Investment Management LLC | 255,802 | $24.19M | 1.5% | -33.8% | 0.575% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 94,382 | $8.93M | 0.8% | -2.4% | 0.212% | |
| 5/14/2026 | Compound Planning Inc. | 5,839 | $552K | 0.0% | +23.9% | 0.013% | |
| 5/14/2026 | Klingman & Associates LLC | 281,041 | $26.58M | 1.3% | -0.3% | 0.632% | |
| 5/14/2026 | Gibbs Wealth Management | 5,433 | $514K | 0.1% | N/A | 0.012% | |
| 5/14/2026 | American Financial Advisors LLC | 249,707 | $23.62M | 3.2% | -2.3% | 0.562% | |
| 5/14/2026 | Sei Investments Co. | 5,189 | $491K | 0.0% | -6.5% | 0.012% | |
| 5/13/2026 | Cetera Investment Advisers | 91,209 | $8.63M | 0.0% | -1.2% | 0.205% | |
| 5/13/2026 | Prestige Wealth Management Group LLC | 36,331 | $3.44M | 0.7% | +0.5% | 0.082% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 2,746 | $260K | 0.0% | +4.4% | 0.006% | |
| 5/7/2026 | Florida Financial Advisors LLC | 8,913 | $843K | 0.2% | +45.7% | 0.020% | |
| 5/7/2026 | Commonwealth Financial Services LLC | 7,702 | $728K | 0.1% | -6.8% | 0.017% | |
| 5/7/2026 | Balefire LLC | 2,310 | $218K | 0.0% | +4.5% | 0.005% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 8,472 | $801K | 0.1% | -4.5% | 0.019% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 8,541 | $808K | 0.1% | N/A | 0.019% | |
| 5/6/2026 | Aire Advisors LLC | 67,092 | $6.35M | 1.2% | -0.2% | 0.151% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 775 | $80K | 0.0% | +2,179.4% | 0.002% | |
| 5/6/2026 | Modera Wealth Management LLC | 87,966 | $8.32M | 0.1% | -5.8% | 0.198% | |
| 5/6/2026 | Assetmark Inc. | 20,879 | $1.98M | 0.0% | +2.4% | 0.047% | |
| 5/6/2026 | One Day In July LLC | 201,263 | $19.04M | 1.5% | +8.8% | 0.453% | |
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| 5/6/2026 | Independent Financial Group LLC | 7,444 | $704K | 0.0% | N/A | 0.017% | |
| 5/5/2026 | Quartz Partners LLC | 22,594 | $2.14M | 0.8% | N/A | 0.051% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 116,557 | $11.02M | 0.3% | +1.6% | 0.262% | |
| 5/5/2026 | Signet Financial Management LLC | 19,848 | $1.88M | 0.2% | -2.8% | 0.045% | |
| 5/5/2026 | Sanctuary Advisors LLC | 18,192 | $1.72M | 0.0% | -5.0% | 0.041% | |
| 5/5/2026 | Nwam LLC | 89,267 | $8.44M | 0.5% | -1.7% | 0.201% | |
| 5/5/2026 | Fell Capital Management ADV | 25,881 | $2.45M | 2.3% | +23.8% | 0.058% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 183,763 | $17.38M | 0.5% | -2.5% | 0.413% | |
| 5/4/2026 | Lutz Financial Services LLC | 138,450 | $13.10M | 0.9% | -3.5% | 0.311% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 39,634 | $4.05M | 0.1% | +1.2% | 0.089% | |
| 5/2/2026 | Associated Banc Corp | 2,857 | $270K | 0.0% | -14.1% | 0.006% | |
| 5/2/2026 | Diversify Wealth Management LLC | 28,026 | $2.86M | 0.1% | -18.4% | 0.063% | |
| 5/2/2026 | Valmark Advisers Inc. | 22,517 | $2.13M | 0.0% | -3.1% | 0.051% | |
| 5/2/2026 | UNIVEST FINANCIAL Corp | 27,486 | $2.60M | 0.1% | -3.5% | 0.062% | |
| 5/1/2026 | Capital Squared Financial LLC | 10,357 | $980K | 0.7% | +17.2% | 0.023% | |
| 5/1/2026 | Midwest Trust Co | 53,793 | $5.09M | 0.1% | -0.6% | 0.121% | |
| 5/1/2026 | Fifth Third Bancorp | 12,148 | $1.15M | 0.0% | +270.5% | 0.027% | |
| 5/1/2026 | Sovran Advisors LLC | 2,952 | $305K | 0.0% | -12.2% | 0.007% | |
| 5/1/2026 | American Trust | 3,058 | $289K | 0.0% | +13.1% | 0.007% | |
| 5/1/2026 | Diversified Investment Strategies LLC | 7,972 | $754K | 0.5% | -2.0% | 0.018% | |
| 4/30/2026 | Accredited Investors Inc. | 6,699 | $634K | 0.0% | -5.7% | 0.015% | |
| 4/30/2026 | Kestra Advisory Services LLC | 34,035 | $3.22M | 0.0% | -2.1% | 0.077% | |
| 4/29/2026 | Richmond Investment Services LLC | 3,255 | $308K | 0.0% | +9.2% | 0.007% | |
| 4/29/2026 | Cvfg LLC | 8,936 | $845K | 0.1% | N/A | 0.020% | |
| 4/29/2026 | Burney Co. | 8,855 | $838K | 0.0% | -20.6% | 0.020% | |
| 4/29/2026 | Integrated Advisors Network LLC | 2,906 | $275K | 0.0% | -18.1% | 0.007% | |
| 4/29/2026 | Interactive Financial Advisors Inc. | 51,787 | $4.90M | 3.1% | +1.0% | 0.117% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 2,217 | $210K | 0.0% | N/A | 0.005% | |
| 4/27/2026 | Apeiron RIA LLC | 4,753 | $450K | 0.1% | -5.4% | 0.011% | |
| 4/27/2026 | BIP Wealth LLC | 115,051 | $10.88M | 0.4% | -8.9% | 0.261% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 10,875 | $1.03M | 0.1% | -15.0% | 0.025% | |
| 4/27/2026 | Carter Financial Group INC. | 8,938 | $845K | 0.5% | -2.9% | 0.020% | |
| 4/27/2026 | Marotta Asset Management | 35,663 | $3.38M | 0.6% | -16.4% | 0.081% | |
| 4/27/2026 | Private Advisor Group LLC | 159,120 | $15.05M | 0.1% | +168.5% | 0.361% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 6,269 | $593K | 0.0% | N/A | 0.014% | |
| 4/25/2026 | Blue Capital Inc. | 23,394 | $2.21M | 1.4% | N/A | 0.053% | |
| 4/25/2026 | Livet Wealth LLC | 30,485 | $2.88M | 1.8% | -1.0% | 0.069% | |
| 4/25/2026 | Stevens Capital Partners | 101,150 | $9.57M | 2.3% | +22.3% | 0.230% | |
| 4/24/2026 | Acorn Financial Advisory Services Inc. ADV | 13,530 | $1.28M | 0.2% | +3.2% | 0.031% | |
| 4/24/2026 | Key Financial Inc | 183,039 | $17.31M | 3.1% | +0.8% | 0.416% | |
| 4/24/2026 | Equita Financial Network Inc. | 4,425 | $418K | 0.1% | -40.5% | 0.010% | |
| 4/23/2026 | Balanced Wealth Group LLC | 127,046 | $12.02M | 4.3% | -2.5% | 0.288% | |
| 4/23/2026 | Private Wealth Management Group LLC | 10,876 | $1.03M | 0.3% | -4.1% | 0.025% | |
| 4/23/2026 | Intrua Financial LLC | 4,346 | $411K | 0.0% | -5.5% | 0.010% | |
| 4/23/2026 | Financial Guidance Group Inc. | 32,945 | $3.12M | 1.3% | -6.6% | 0.075% | |
| 4/23/2026 | Clarity Wealth Development LLC | 5,971 | $565K | 0.5% | -8.9% | 0.014% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 33,199 | $3.14M | 0.0% | N/A | 0.075% | |
| 4/22/2026 | Trilogy Capital Inc. | 71,596 | $6.77M | 0.3% | -1.3% | 0.167% | |
| 4/21/2026 | Topsail Wealth Management LLC | 4,362 | $413K | 0.1% | +8.4% | 0.010% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 181,789 | $17.19M | 0.7% | +1.0% | 0.423% | |
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| 4/21/2026 | Balance Wealth LLC | 11,070 | $1.05M | 0.3% | -55.8% | 0.026% | |
| 4/21/2026 | Triangle Securities Wealth Management | 124,281 | $11.75M | 2.7% | -0.4% | 0.289% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 4,591 | $434K | 0.0% | +69.3% | 0.011% | |
| 4/21/2026 | Fiduciary Alliance LLC | 10,439 | $1.04M | 0.1% | +14.4% | 0.024% | |
| 4/20/2026 | RFG Advisory LLC | 3,846 | $364K | 0.0% | N/A | 0.009% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 284,817 | $26.94M | 2.3% | -1.1% | 0.663% | |
| 4/17/2026 | Krilogy Financial LLC | 39,039 | $3.90M | 0.1% | -1.6% | 0.091% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 4,293 | $406K | 0.1% | +33.7% | 0.010% | |
| 4/17/2026 | Marathon Mission Inc. | 53,773 | $5.09M | 3.0% | -0.3% | 0.125% | |
| 4/17/2026 | Atlas Brown Inc. | 7,895 | $747K | 0.2% | -1.3% | 0.018% | |