| 6/26/2026 | WealthPoint Financial LLC | 15,355 | $393K | 0.3% | N/A | 0.004% | |
| 6/24/2026 | Redwood Investment Management LLC | 24,398 | $625K | 0.1% | +33.1% | 0.006% | |
| 6/18/2026 | Western Wealth Management LLC | 18,639 | $478K | 0.0% | +25.4% | 0.005% | |
| 6/4/2026 | Midwest Financial Network LLC | 10,519 | $269K | 0.2% | -43.6% | 0.003% | |
| 6/3/2026 | Parallel Advisors LLC | 197,159 | $5.05M | 0.1% | -4.7% | 0.052% | |
| 6/3/2026 | NewEdge Advisors LLC | 1,697,190 | $43.48M | 0.2% | -9.7% | 0.444% | |
| 5/27/2026 | Security Financial Services INC. | 77,745 | $1.99M | 0.3% | -41.8% | 0.020% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 1,347,198 | $34.54M | 2.1% | +14.4% | 0.353% | |
| 5/19/2026 | Western Wealth Management LLC | 18,639 | $478K | 0.0% | +25.4% | 0.005% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 13,252 | $339K | 0.2% | N/A | 0.003% | |
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| 5/19/2026 | NewEdge Advisors LLC | 537,138 | $13.76M | 0.3% | -71.4% | 0.141% | |
| 5/19/2026 | Bank of America Corp DE | 5,842,790 | $149.69M | 0.0% | +23.5% | 1.530% | |
| 5/19/2026 | Alexander Labrunerie & CO. Inc. | 195,750 | $5.02M | 1.9% | -3.5% | 0.051% | |
| 5/19/2026 | Arkadios Wealth Advisors | 162,128 | $4.15M | 0.1% | N/A | 0.042% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 1,347,198 | $34.54M | 2.4% | +14.4% | 0.353% | |
| 5/18/2026 | Gould Capital LLC | 1,000 | $26K | 0.0% | -30.6% | 0.000% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 16,098 | $412K | 0.0% | -26.0% | 0.004% | |
| 5/18/2026 | Royal Bank of Canada | 1,158,598 | $29.68M | 0.0% | +0.9% | 0.303% | |
| 5/16/2026 | Quantinno Capital Management LP | 21,750 | $557K | 0.0% | N/A | 0.006% | |
| 5/16/2026 | Copley Financial Group Inc. | 428,720 | $10.98M | 6.6% | -7.9% | 0.112% | |
| 5/15/2026 | Northeast Financial Group Inc. | 310,565 | $7.96M | 2.0% | -5.0% | 0.081% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 1,107,920 | $28.39M | 1.1% | +132.5% | 0.290% | |
| 5/15/2026 | Wealth Watch Advisors INC | 37,093 | $950K | 0.4% | -88.3% | 0.010% | |
| 5/15/2026 | Waverly Advisors LLC | 1,180,666 | $30.25M | 0.2% | -7.6% | 0.309% | |
| 5/15/2026 | Stadion Money Management LLC | 1,365,116 | $34.97M | 3.5% | +0.7% | 0.357% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 412,555 | $10.57M | 0.9% | -2.4% | 0.108% | |
| 5/14/2026 | Dow Chemical Co. DE | 30,006 | $769K | 0.3% | -9.6% | 0.008% | |
| 5/13/2026 | Cetera Investment Advisers | 1,619,045 | $41.48M | 0.0% | +11.9% | 0.424% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 1,118,858 | $28.67M | 3.0% | +1.4% | 0.293% | |
| 5/8/2026 | Johnson Financial Group Inc. | 1,050 | $27K | 0.0% | N/A | 0.000% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 1,680,916 | $43.07M | 6.6% | +6.3% | 0.440% | |
| 5/7/2026 | Balefire LLC | 337,451 | $8.65M | 1.6% | +6.2% | 0.088% | |
| 5/7/2026 | Parallel Advisors LLC | 197,159 | $5.05M | 0.1% | -4.7% | 0.052% | |
| 5/6/2026 | Zhang Financial LLC | 333,168 | $8.54M | 0.3% | +32.4% | 0.087% | |
| 5/6/2026 | Assetmark Inc. | 1,392,759 | $35.68M | 0.1% | +33.1% | 0.365% | |
| 5/6/2026 | Independent Financial Group LLC | 213,504 | $5.47M | 0.2% | N/A | 0.056% | |
| 5/5/2026 | D.A. Davidson & CO. | 11,302 | $290K | 0.0% | -7.4% | 0.003% | |
| 5/5/2026 | Navigation Group LLC | 21,437 | $549K | 0.1% | N/A | 0.006% | |
| 5/5/2026 | Compass Financial Group Inc. | 88,124 | $2.26M | 1.0% | -0.6% | 0.023% | |
| 5/5/2026 | Bank of New York Mellon Corp | 241,893 | $6.20M | 0.0% | +52.5% | 0.063% | |
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| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 17,579 | $450K | 0.0% | +23.4% | 0.005% | |
| 5/5/2026 | Sanctuary Advisors LLC | 1,406,760 | $36.04M | 0.2% | +4.0% | 0.368% | |
| 5/5/2026 | Sigma Planning Corp | 8,648 | $222K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Mill Capital Management LLC | 81,113 | $2.08M | 0.2% | +37.5% | 0.021% | |
| 5/5/2026 | Fell Capital Management ADV | 17,384 | $445K | 0.4% | +8.3% | 0.005% | |
| 5/4/2026 | Retirement Planning Group LLC | 109,681 | $2.81M | 0.1% | N/A | 0.029% | |
| 5/4/2026 | Bleakley Financial Group LLC | 15,958 | $409K | 0.0% | N/A | 0.004% | |
| 5/4/2026 | HBW Advisory Services LLC | 216,766 | $5.55M | 0.6% | +1.2% | 0.057% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 32,953 | $844K | 0.2% | -45.3% | 0.009% | |
| 5/4/2026 | Lifeworks Advisors LLC | 204,872 | $5.25M | 0.7% | -0.4% | 0.054% | |
| 5/2/2026 | Financial Advisory Partners LLC | 13,219 | $339K | 0.1% | +52.1% | 0.003% | |
| 5/2/2026 | Diversify Wealth Management LLC | 9,878 | $252K | 0.0% | N/A | 0.003% | |
| 5/2/2026 | Towercrest Capital Management | 391,329 | $10.03M | 1.6% | +2.7% | 0.102% | |
| 5/2/2026 | Carnegie Investment Counsel | 61,109 | $1.57M | 0.0% | +4.1% | 0.016% | |
| 5/2/2026 | UNIVEST FINANCIAL Corp | 2,415,915 | $61.90M | 3.5% | -21.4% | 0.632% | |
| 5/1/2026 | Fifth Third Bancorp | 53,130 | $1.36M | 0.0% | N/A | 0.014% | |
| 5/1/2026 | Sovran Advisors LLC | 10,224 | $261K | 0.0% | -34.6% | 0.003% | |
| 5/1/2026 | Simplicity Wealth LLC | 530,938 | $13.60M | 0.8% | +29.0% | 0.138% | |
| 5/1/2026 | Paladin Advisory Group LLC | 7,080 | $181K | 0.1% | -25.9% | 0.002% | |
| 4/30/2026 | Winch Advisory Services LLC | 80,717 | $2.07M | 0.5% | +2.7% | 0.021% | |
| 4/30/2026 | Kestra Advisory Services LLC | 217,119 | $5.56M | 0.0% | +12.2% | 0.056% | |
| 4/30/2026 | Money Concepts Capital Corp | 760,696 | $19.49M | 1.1% | +0.6% | 0.197% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 32,775 | $844K | 0.1% | +7.0% | 0.009% | |
| 4/30/2026 | Weitzel Financial Services Inc. | 711,263 | $18.16M | 6.5% | +2.4% | 0.185% | |
| 4/30/2026 | PCB Capital LLC | 117,806 | $3.02M | 4.8% | +11.0% | 0.031% | |
| 4/29/2026 | Richmond Investment Services LLC | 14,607 | $374K | 0.1% | +29.7% | 0.004% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 45,504 | $1.17M | 0.0% | +37.3% | 0.012% | |
| 4/29/2026 | Cvfg LLC | 150,275 | $3.85M | 0.5% | +6.6% | 0.039% | |
| 4/29/2026 | Alliance Wealth Management Group | 346,051 | $8.87M | 1.9% | +3.4% | 0.090% | |
| 4/29/2026 | Red Crane Wealth Management LLC | 49,962 | $1.28M | 1.1% | -1.5% | 0.013% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 55,964 | $1.43M | 0.1% | +2.6% | 0.015% | |
| 4/29/2026 | Integrated Advisors Network LLC | 271,425 | $6.95M | 0.4% | -0.7% | 0.070% | |
| 4/28/2026 | Appleton Partners Inc. MA | 381,846 | $9.78M | 0.7% | +13.1% | 0.099% | |
| 4/28/2026 | Ascentis Independent Advisors | 39,124 | $1.00M | 0.1% | N/A | 0.010% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 135,214 | $3.46M | 1.2% | +93.4% | 0.035% | |
| 4/28/2026 | GM Advisory Group LLC | 1,861,558 | $47.69M | 1.8% | +4.4% | 0.482% | |
| 4/28/2026 | Astoria Portfolio Advisors LLC. | 53,430 | $1.37M | 0.3% | -2.1% | 0.014% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 42,558 | $1.09M | 0.1% | +5.2% | 0.011% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 66,384 | $1.70M | 0.1% | +5.6% | 0.017% | |
| 4/27/2026 | Capital Financial Group Inc. Co. ADV | 151,566 | $3.88M | 2.1% | +17.4% | 0.039% | |
| 4/27/2026 | Integrity Wealth Partners LLC | 8,358 | $214K | 0.2% | N/A | 0.002% | |
| 4/27/2026 | Arrien Investments Inc. | 1,362,580 | $34.91M | 18.9% | +2.1% | 0.353% | |
| 4/27/2026 | Altus Wealth Group LLC | 47,800 | $1.23M | 0.5% | +4.9% | 0.012% | |
| 4/27/2026 | Kelman Lazarov Inc. | 51,441 | $1.32M | 0.2% | +8.5% | 0.013% | |
| 4/27/2026 | World Investment Advisors | 308,498 | $7.90M | 0.1% | +10.3% | 0.080% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 1,321,303 | $33.85M | 3.3% | +5.3% | 0.342% | |
| 4/27/2026 | PAX Financial Group LLC | 269,807 | $6.91M | 1.2% | +7.2% | 0.070% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 70,162 | $1.79M | 0.6% | +2.4% | 0.018% | |
| 4/27/2026 | Private Advisor Group LLC | 1,174,310 | $30.09M | 0.1% | +14.3% | 0.304% | |
| 4/27/2026 | Financial Plan Inc. | 30,436 | $780K | 0.1% | -3.4% | 0.008% | |
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| 4/27/2026 | Elevation Point Wealth Partners LLC | 956,842 | $24.51M | 0.6% | +21.6% | 0.248% | |
| 4/24/2026 | Root Financial Partners LLC | 2,576 | $66K | 0.0% | -29.6% | 0.001% | |
| 4/24/2026 | TKG Advisors LLC | 41,527 | $1.06M | 0.4% | -30.5% | 0.011% | |
| 4/24/2026 | Flagship Private Wealth LLC | 55,672 | $1.43M | 0.6% | -2.5% | 0.014% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 29,741 | $762K | 0.1% | +10.5% | 0.008% | |
| 4/24/2026 | Kagan Cocozza Asset Management | 700,150 | $17.94M | 12.6% | -5.7% | 0.181% | |
| 4/23/2026 | Financial & Tax Architects LLC | 50,402 | $1.29M | 0.3% | +2.0% | 0.013% | |
| 4/23/2026 | Investment Planning Advisors Inc. | 12,462 | $319K | 0.1% | -3.6% | 0.003% | |
| 4/23/2026 | Private Wealth Group LLC | 83,038 | $2.13M | 1.0% | +3.9% | 0.021% | |
| 4/23/2026 | Peak Financial Advisors LLC | 9,443 | $242K | 0.1% | -43.5% | 0.002% | |