| 6/26/2026 | WealthPoint Financial LLC | 6,925 | $410K | 0.3% | +17.5% | 0.003% | |
| 6/18/2026 | Western Wealth Management LLC | 216,438 | $12.82M | 0.5% | +18.9% | 0.081% | |
| 6/9/2026 | Robinswood Financial LLC | 76,717 | $4.54M | 5.7% | N/A | 0.029% | |
| 6/4/2026 | Midwest Financial Network LLC | 29,065 | $1.72M | 1.4% | +70.2% | 0.011% | |
| 6/3/2026 | Wealthquest Corp | 36,626 | $2.17M | 0.2% | -18.6% | 0.014% | |
| 6/3/2026 | NewEdge Advisors LLC | 182,580 | $10.81M | 0.0% | -0.3% | 0.068% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 63,164 | $3.74M | 0.5% | N/A | 0.024% | |
| 5/28/2026 | Maripau Wealth Management LLC | 5,872 | $348K | 0.2% | +54.5% | 0.002% | |
| 5/22/2026 | WNY Asset Management LLC | 10,601 | $628K | 0.1% | N/A | 0.004% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 5,550 | $333K | 0.0% | N/A | 0.002% | |
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| 5/22/2026 | Verus Capital Partners LLC | 101,127 | $5.99M | 0.4% | +1.5% | 0.038% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 29,052 | $1.72M | 0.1% | +124.3% | 0.011% | |
| 5/19/2026 | Western Wealth Management LLC | 216,438 | $12.82M | 0.5% | +18.9% | 0.081% | |
| 5/19/2026 | NewEdge Advisors LLC | 48,298 | $2.86M | 0.1% | -73.6% | 0.018% | |
| 5/19/2026 | Bank of America Corp DE | 1,931,806 | $114.40M | 0.0% | -1.2% | 0.724% | |
| 5/19/2026 | Centaurus Financial Inc. | 11,507 | $681K | 0.0% | +499.0% | 0.004% | |
| 5/19/2026 | Strategic Investment Advisors MI | 3,020 | $179K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 104,389 | $6.18M | 0.1% | +481.3% | 0.039% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 29,052 | $1.72M | 0.1% | +124.3% | 0.011% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 593 | $35K | 0.0% | +62.5% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 865,545 | $51.26M | 0.0% | +8.9% | 0.325% | |
| 5/18/2026 | Empowered Funds LLC | 7,074 | $419K | 0.0% | +470.9% | 0.003% | |
| 5/18/2026 | Estate Counselors LLC | 3,825 | $227K | 0.0% | -21.3% | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 103,510 | $6.13M | 0.0% | +57.6% | 0.039% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 35,438 | $2.10M | 0.1% | +92.7% | 0.013% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 17,662 | $1.05M | 0.1% | -7.6% | 0.007% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 28,444 | $1.68M | 0.0% | -11.6% | 0.011% | |
| 5/15/2026 | Waverly Advisors LLC | 467,052 | $27.66M | 0.2% | +12.4% | 0.175% | |
| 5/15/2026 | Vivaldi Capital Management LP | 147,263 | $8.72M | 1.2% | +11.1% | 0.055% | |
| 5/14/2026 | Renaissance Technologies LLC | 76,700 | $4.54M | 0.0% | N/A | 0.029% | |
| 5/14/2026 | Compound Planning Inc. | 16,129 | $955K | 0.0% | -1.8% | 0.006% | |
| 5/14/2026 | Modern Wealth Management LLC | 36,892 | $2.20M | 0.0% | -20.3% | 0.014% | |
| 5/14/2026 | Davis R M Inc. | 5,371 | $318K | 0.0% | -24.3% | 0.002% | |
| 5/14/2026 | Lido Advisors LLC | 255,766 | $15.15M | 0.0% | +6.7% | 0.096% | |
| 5/13/2026 | Cetera Investment Advisers | 274,600 | $16.26M | 0.0% | +2.9% | 0.103% | |
| 5/13/2026 | Measured Wealth Private Client Group LLC | 31,537 | $1.87M | 0.5% | -14.8% | 0.012% | |
| 5/13/2026 | Signature Equity Partners LLC | 702 | $42K | 0.0% | N/A | 0.000% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 48,207 | $2.86M | 0.1% | +14.9% | 0.018% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 8,834 | $523K | 0.0% | -5.1% | 0.003% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 6,124 | $363K | 0.0% | +6.3% | 0.002% | |
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| 5/7/2026 | AlTi Global Inc. | 2,823,459 | $167.21M | 3.6% | -5.4% | 1.059% | |
| 5/7/2026 | Balefire LLC | 16,323 | $967K | 0.2% | +8.7% | 0.006% | |
| 5/7/2026 | Parallel Advisors LLC | 1,726 | $102K | 0.0% | -13.6% | 0.001% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 1,063,343 | $62.97M | 5.3% | +20.2% | 0.399% | |
| 5/7/2026 | Hanseatic Management Services Inc. | 37,901 | $2.24M | 2.1% | N/A | 0.014% | |
| 5/7/2026 | Tandem Wealth Advisors LLC | 5,095 | $302K | 0.1% | -18.0% | 0.002% | |
| 5/6/2026 | Ranch Capital Advisors Inc. | 15,898 | $942K | 0.3% | +3.7% | 0.006% | |
| 5/6/2026 | Zhang Financial LLC | 171,919 | $10.18M | 0.4% | -2.5% | 0.064% | |
| 5/6/2026 | Simon Quick Advisors LLC | 10,407 | $616K | 0.0% | -55.7% | 0.004% | |
| 5/6/2026 | Modera Wealth Management LLC | 106,608 | $6.31M | 0.1% | -11.9% | 0.040% | |
| 5/6/2026 | Advisortrust Partners LLC | 1,057 | $63K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Assetmark Inc. | 443,169 | $26.24M | 0.1% | +3.9% | 0.166% | |
| 5/6/2026 | Angeles Wealth Management LLC | 2,685 | $159K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Bessemer Group Inc. | 10,271 | $608K | 0.0% | -25.3% | 0.004% | |
| 5/6/2026 | Independent Financial Group LLC | 106,248 | $6.29M | 0.2% | N/A | 0.040% | |
| 5/5/2026 | Quartz Partners LLC | 4,765 | $282K | 0.1% | N/A | 0.002% | |
| 5/5/2026 | Navigation Group LLC | 22,111 | $1.31M | 0.3% | N/A | 0.008% | |
| 5/5/2026 | Bank of New York Mellon Corp | 48,847 | $2.89M | 0.0% | +8.5% | 0.018% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 175,072 | $10.37M | 4.8% | +0.2% | 0.066% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 1,352 | $80K | 0.0% | +107.4% | 0.001% | |
| 5/5/2026 | Signet Financial Management LLC | 54,688 | $3.24M | 0.4% | +10.5% | 0.021% | |
| 5/5/2026 | Sanctuary Advisors LLC | 184,237 | $10.91M | 0.1% | -0.1% | 0.069% | |
| 5/5/2026 | Sterling Investment Advisors Ltd. | 43,407 | $2.57M | 0.4% | +11.0% | 0.016% | |
| 5/5/2026 | Sigma Planning Corp | 6,455 | $382K | 0.0% | -7.1% | 0.002% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 4,667 | $276K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Fell Capital Management ADV | 18,129 | $1.07M | 1.0% | +17.6% | 0.007% | |
| 5/4/2026 | Retirement Planning Group LLC | 51,053 | $3.02M | 0.1% | -0.4% | 0.019% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,893 | $290K | 0.0% | +6.1% | 0.002% | |
| 5/4/2026 | Nadler Financial Group Inc. | 21,900 | $1.30M | 0.1% | N/A | 0.008% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 127,760 | $8.14M | 0.2% | +2.3% | 0.048% | |
| 5/4/2026 | Team Financial Group LLC | 2,088 | $124K | 0.1% | +11.5% | 0.001% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 86,425 | $5.12M | 1.5% | -2.2% | 0.032% | |
| 5/4/2026 | Procyon Advisors LLC | 3,799 | $225K | 0.0% | N/A | 0.001% | |
| 5/2/2026 | Global Assets Advisory LLC | 15,531 | $920K | 0.2% | N/A | 0.006% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 63,057 | $3.73M | 0.7% | -3.9% | 0.024% | |
| 5/2/2026 | Diversify Wealth Management LLC | 10,945 | $687K | 0.0% | +72.0% | 0.004% | |
| 5/2/2026 | Towercrest Capital Management | 43,958 | $2.60M | 0.4% | +0.6% | 0.016% | |
| 5/2/2026 | Valmark Advisers Inc. | 7,215,287 | $427.29M | 5.1% | +2.5% | 2.706% | |
| 5/2/2026 | Carnegie Investment Counsel | 132,763 | $7.86M | 0.2% | +0.8% | 0.050% | |
| 5/2/2026 | UNIVEST FINANCIAL Corp | 8,515 | $504K | 0.0% | -75.2% | 0.003% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 23,390 | $1.39M | 0.0% | +1.3% | 0.009% | |
| 5/1/2026 | Fifth Third Bancorp | 283,790 | $16.81M | 0.0% | +23.1% | 0.106% | |
| 5/1/2026 | Rossmore Private Capital | 2,579 | $153K | 0.0% | +63.3% | 0.001% | |
| 5/1/2026 | Simplicity Wealth LLC | 53,952 | $3.20M | 0.2% | +17.6% | 0.020% | |
| 4/30/2026 | Range Financial Group LLC | 48,368 | $2.86M | 1.0% | -1.9% | 0.018% | |
| 4/30/2026 | Kestra Advisory Services LLC | 48,644 | $2.88M | 0.0% | +41.3% | 0.018% | |
| 4/30/2026 | Money Concepts Capital Corp | 23,013 | $1.36M | 0.1% | +10.6% | 0.009% | |
| 4/30/2026 | Sumitomo Mitsui Trust Group Inc. | 66,900 | $3.96M | 0.0% | -8.6% | 0.025% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 24,818 | $1.59M | 0.1% | -9.0% | 0.009% | |
| 4/30/2026 | Cahaba Wealth Management Inc. | 470,043 | $27.84M | 1.9% | +4.1% | 0.176% | |
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| 4/30/2026 | PCB Capital LLC | 4,678 | $277K | 0.4% | +10.1% | 0.002% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 13,131 | $778K | 0.0% | -12.1% | 0.005% | |
| 4/29/2026 | Cvfg LLC | 98,614 | $5.84M | 0.7% | +5.6% | 0.037% | |
| 4/29/2026 | ArborFi Advisors LLC | 73,454 | $4.35M | 3.6% | +5.6% | 0.028% | |
| 4/29/2026 | Addison Capital Co | 102,970 | $6.10M | 1.1% | +11.6% | 0.039% | |
| 4/29/2026 | Alliance Wealth Management Group | 34,814 | $2.06M | 0.4% | +0.8% | 0.013% | |
| 4/29/2026 | Resonant Capital Advisors LLC | 106,696 | $6.32M | 0.3% | -0.7% | 0.040% | |
| 4/29/2026 | United Asset Strategies Inc. | 53,142 | $3.15M | 0.3% | -1.2% | 0.020% | |
| 4/29/2026 | Northwest Wealth Advisors LLC | 19,992 | $1.18M | 0.8% | -2.3% | 0.007% | |
| 4/29/2026 | Montz Harcus Wealth Management LLC | 240,095 | $14.22M | 5.7% | +3.2% | 0.090% | |