| 7/2/2026 | Versant Capital Management Inc | 20,178 | $529K | 0.0% | -6.2% | 0.005% | |
| 6/26/2026 | WealthPoint Financial LLC | 36,849 | $969K | 0.8% | +14.0% | 0.009% | |
| 6/24/2026 | Redwood Investment Management LLC | 371,447 | $9.77M | 1.2% | +11.6% | 0.092% | |
| 6/23/2026 | Ballast Advisors LLC | 992 | $26K | 0.0% | -41.4% | 0.000% | |
| 6/4/2026 | Town Capital LLC | 211,902 | $5.57M | 4.5% | -8.4% | 0.052% | |
| 6/3/2026 | NewEdge Advisors LLC | 602,936 | $15.86M | 0.1% | +22.6% | 0.149% | |
| 5/27/2026 | Security Financial Services INC. | 787,079 | $20.70M | 3.3% | +13.3% | 0.194% | |
| 5/21/2026 | Essential Partners LLC | 28,269 | $743K | 0.3% | +3.6% | 0.007% | |
| 5/20/2026 | Hobbs Group Advisors LLC | 60,332 | $1.59M | 0.5% | -1.6% | 0.015% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 46,738 | $1.23M | 0.1% | -15.2% | 0.012% | |
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| 5/19/2026 | NewEdge Advisors LLC | 403,428 | $10.61M | 0.2% | -17.9% | 0.100% | |
| 5/19/2026 | Bank of America Corp DE | 14,599,817 | $383.98M | 0.0% | +52.0% | 3.605% | |
| 5/19/2026 | Strategic Investment Advisors MI | 133,172 | $3.50M | 0.2% | +68.5% | 0.033% | |
| 5/19/2026 | Arkadios Wealth Advisors | 41,140 | $1.08M | 0.0% | N/A | 0.010% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 46,738 | $1.23M | 0.1% | -15.2% | 0.012% | |
| 5/18/2026 | Royal Bank of Canada | 1,414,430 | $37.20M | 0.0% | -17.4% | 0.349% | |
| 5/18/2026 | Empowered Funds LLC | 53,835 | $1.41M | 0.0% | +12.8% | 0.013% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 31,090 | $818K | 0.0% | -17.2% | 0.008% | |
| 5/16/2026 | Quantinno Capital Management LP | 10,721 | $282K | 0.0% | -5.2% | 0.003% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 67,158 | $1.77M | 0.1% | N/A | 0.017% | |
| 5/15/2026 | Cypress Capital Group | 15,362 | $404K | 0.0% | N/A | 0.004% | |
| 5/15/2026 | Waverly Advisors LLC | 82,088 | $2.16M | 0.0% | +3.0% | 0.020% | |
| 5/14/2026 | Compound Planning Inc. | 29,614 | $779K | 0.0% | +41.7% | 0.007% | |
| 5/14/2026 | Keebeck Wealth Management | 46,627 | $1.23M | 0.1% | +89.1% | 0.012% | |
| 5/14/2026 | Gibbs Wealth Management | 599,839 | $15.78M | 2.1% | +79.2% | 0.148% | |
| 5/14/2026 | Sei Investments Co. | 200,069 | $5.26M | 0.0% | N/A | 0.049% | |
| 5/14/2026 | Lido Advisors LLC | 16,320 | $429K | 0.0% | -83.3% | 0.004% | |
| 5/13/2026 | Cetera Investment Advisers | 3,889,021 | $102.28M | 0.1% | -42.6% | 0.960% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 68,115 | $1.79M | 1.1% | -2.7% | 0.017% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 24,611 | $647K | 0.0% | -38.9% | 0.006% | |
| 5/7/2026 | Scarborough Advisors LLC | 332,842 | $8.75M | 1.0% | -0.7% | 0.082% | |
| 5/7/2026 | Balefire LLC | 35,827 | $942K | 0.2% | +7.9% | 0.009% | |
| 5/6/2026 | Kesler Norman & Wride LLC | 11,270 | $296K | 0.1% | +26.2% | 0.003% | |
| 5/6/2026 | Frontier Asset Management LLC | 118,922 | $3.13M | 0.7% | -0.7% | 0.029% | |
| 5/6/2026 | Simon Quick Advisors LLC | 62,149 | $1.64M | 0.1% | +12.1% | 0.015% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 1,229 | $32K | 0.0% | +3,313.9% | 0.000% | |
| 5/6/2026 | Assetmark Inc. | 5,830,936 | $153.35M | 0.3% | +0.6% | 1.440% | |
| 5/6/2026 | One Day In July LLC | 3,551,633 | $93.41M | 7.5% | +10.0% | 0.877% | |
| 5/6/2026 | Sofi Wealth LLC | 1,139,091 | $29.96M | 1.4% | -19.5% | 0.281% | |
| 5/6/2026 | Independent Financial Group LLC | 134,953 | $3.55M | 0.1% | N/A | 0.033% | |
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| 5/6/2026 | Smart Money Group LLC | 9,748 | $256K | 0.1% | -25.2% | 0.002% | |
| 5/5/2026 | Mcmorgan & Co. LLC | 1,516,371 | $39.88M | 6.5% | +3.8% | 0.374% | |
| 5/5/2026 | Bank of New York Mellon Corp | 115,842 | $3.05M | 0.0% | +10.4% | 0.029% | |
| 5/5/2026 | Three Seasons Wealth LLC | 10,261 | $270K | 0.1% | N/A | 0.003% | |
| 5/5/2026 | Schwallier Wealth Management LLC | 201,430 | $5.30M | 3.9% | N/A | 0.050% | |
| 5/5/2026 | Robinson Value Management Ltd. | 166,817 | $4.39M | 2.4% | -1.1% | 0.041% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 2,155 | $57K | 0.0% | +212.3% | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 1,069,935 | $28.14M | 0.2% | +12.9% | 0.264% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 581,341 | $15.29M | 0.8% | -19.1% | 0.144% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 4,314,262 | $113.47M | 3.1% | +2.9% | 1.065% | |
| 5/4/2026 | Integrity Wealth Solutions LLC | 192,380 | $5.06M | 2.0% | +14.2% | 0.048% | |
| 5/4/2026 | Uptick Partners LLC | 31,284 | $823K | 0.2% | +55.9% | 0.008% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 12,449 | $327K | 0.1% | N/A | 0.003% | |
| 5/4/2026 | Lifeworks Advisors LLC | 8,679 | $228K | 0.0% | +9.2% | 0.002% | |
| 5/2/2026 | CAP Partners LLC | 39,180 | $1.03M | 0.6% | +5.5% | 0.010% | |
| 5/2/2026 | Diversify Wealth Management LLC | 29,328 | $763K | 0.0% | +246.5% | 0.007% | |
| 5/1/2026 | Fifth Third Bancorp | 71,024 | $1.87M | 0.0% | +8,275.5% | 0.018% | |
| 5/1/2026 | Simplicity Wealth LLC | 121,595 | $3.20M | 0.2% | +19.9% | 0.030% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 34,153 | $898K | 0.2% | -3.3% | 0.009% | |
| 4/30/2026 | First Horizon Corp | 244,774 | $6.44M | 0.3% | +1.3% | 0.061% | |
| 4/30/2026 | Kestra Advisory Services LLC | 127,584 | $3.36M | 0.0% | -28.5% | 0.032% | |
| 4/30/2026 | Money Concepts Capital Corp | 18,498 | $486K | 0.0% | +6.3% | 0.005% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 785,454 | $20.77M | 1.5% | -2.8% | 0.197% | |
| 4/30/2026 | PCB Capital LLC | 12,004 | $316K | 0.5% | +16.6% | 0.003% | |
| 4/29/2026 | Impact Investors Inc | 517,490 | $13.61M | 9.5% | +9.6% | 0.130% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 204,367 | $5.38M | 0.2% | -22.4% | 0.051% | |
| 4/29/2026 | Centerpoint Advisory Group | 27,671 | $728K | 0.5% | -20.5% | 0.007% | |
| 4/28/2026 | FLP Wealth Management LLC | 48,757 | $1.28M | 2.1% | +4.4% | 0.012% | |
| 4/28/2026 | DGS Capital Management LLC | 15,773 | $415K | 0.1% | N/A | 0.004% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 57,633 | $1.52M | 0.5% | -52.1% | 0.015% | |
| 4/28/2026 | GM Advisory Group LLC | 845,860 | $22.25M | 0.9% | +2.4% | 0.213% | |
| 4/28/2026 | Astoria Portfolio Advisors LLC. | 11,172 | $293K | 0.1% | +41.2% | 0.003% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 62,904 | $1.65M | 0.1% | -6.1% | 0.016% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 8,761 | $230K | 0.1% | N/A | 0.002% | |
| 4/27/2026 | Appalachian Capital Management Ltd | 351,564 | $9.25M | 7.4% | -2.0% | 0.089% | |
| 4/27/2026 | World Investment Advisors | 390,915 | $10.28M | 0.2% | +4.9% | 0.098% | |
| 4/27/2026 | Boyd Watterson Asset Management LLC OH | 6,049 | $159K | 0.0% | -34.8% | 0.002% | |
| 4/27/2026 | Private Advisor Group LLC | 678,239 | $17.84M | 0.1% | -4.2% | 0.171% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 491,220 | $12.92M | 0.3% | +8.4% | 0.124% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 334,602 | $8.80M | 1.1% | +33.1% | 0.084% | |
| 4/23/2026 | Spinnaker Trust | 645,913 | $16.99M | 0.9% | -1.3% | 0.163% | |
| 4/23/2026 | Drucker Wealth 3.0 LLC | 85,485 | $2.25M | 0.4% | +0.5% | 0.022% | |
| 4/23/2026 | Private Wealth Group LLC | 121,837 | $3.20M | 1.5% | +9.6% | 0.031% | |
| 4/23/2026 | Detalus Advisors LLC | 222,401 | $5.85M | 1.3% | -0.7% | 0.056% | |
| 4/22/2026 | Aspire Private Capital LLC | 115,112 | $3.03M | 0.7% | -50.8% | 0.029% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 65,929 | $1.73M | 0.0% | +573.2% | 0.017% | |
| 4/22/2026 | Trilogy Capital Inc. | 11,720 | $308K | 0.0% | +9.9% | 0.003% | |
| 4/22/2026 | Narus Financial Partners LLC | 46,375 | $1.22M | 0.3% | +12.9% | 0.012% | |
| 4/22/2026 | FWG Investments LLC. | 20,651 | $543K | 0.3% | -4.7% | 0.005% | |
| 4/21/2026 | Maridea Wealth Management LLC | 17,848 | $469K | 0.1% | -32.7% | 0.005% | |
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| 4/21/2026 | Columbus Macro LLC | 179,006 | $4.71M | 0.5% | +3.0% | 0.045% | |
| 4/21/2026 | Balance Wealth LLC | 14,672 | $386K | 0.1% | -7.7% | 0.004% | |
| 4/21/2026 | Hoxton Planning & Management LLC | 9,437 | $248K | 0.1% | N/A | 0.002% | |
| 4/20/2026 | Global Financial Private Client LLC | 15,501 | $408K | 0.1% | +16.1% | 0.004% | |
| 4/20/2026 | RFG Advisory LLC | 691,730 | $18.19M | 0.3% | +3.4% | 0.174% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 26,453 | $696K | 0.2% | -24.9% | 0.007% | |
| 4/17/2026 | Krilogy Financial LLC | 96,567 | $2.53M | 0.1% | -4.0% | 0.024% | |
| 4/17/2026 | Andina Capital Management LLC | 75,321 | $1.98M | 1.8% | -23.7% | 0.019% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 115,255 | $3.03M | 0.2% | +18.2% | 0.029% | |
| 4/17/2026 | Bell Investment Advisors Inc | 2,660 | $70K | 0.0% | +18.6% | 0.001% | |