| 7/2/2026 | Frisco Financial Planning LLC | 29,690 | $2.61M | 2.0% | +15.8% | 0.002% | |
| 7/2/2026 | CX Institutional | 1,512 | $133K | 0.0% | -19.3% | 0.000% | |
| 6/26/2026 | WealthPoint Financial LLC | 88,982 | $6.81M | 5.3% | +30.8% | 0.005% | |
| 6/24/2026 | Redwood Investment Management LLC | 91,814 | $7.03M | 0.9% | +35.5% | 0.006% | |
| 6/18/2026 | Western Wealth Management LLC | 717,248 | $54.90M | 2.0% | -0.2% | 0.044% | |
| 6/15/2026 | J. R. Prunier Capital Management LLC | 3,973 | $304K | 0.1% | +34.0% | 0.000% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 525 | $40K | 0.0% | -25.6% | 0.000% | |
| 6/9/2026 | Robinswood Financial LLC | 1,937 | $148K | 0.2% | N/A | 0.000% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 145,017 | $11.10M | 0.5% | +14.3% | 0.009% | |
| 6/4/2026 | Town Capital LLC | 22,303 | $1.71M | 1.4% | +3.8% | 0.001% | |
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| 6/4/2026 | Midwest Financial Network LLC | 11,423 | $874K | 0.7% | +84.5% | 0.001% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 64,433 | $4.93M | 4.2% | N/A | 0.004% | |
| 6/3/2026 | Parallel Advisors LLC | 69,553 | $5.32M | 0.1% | +7.8% | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 2,755,901 | $210.94M | 0.8% | +12.0% | 0.169% | |
| 6/2/2026 | Blue Edge Capital LLC | 11,305 | $865K | 0.1% | +28.5% | 0.001% | |
| 6/1/2026 | First Nebraska Trust Co | 8,813 | $675K | 0.1% | N/A | 0.001% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 83,054 | $6.36M | 0.9% | N/A | 0.005% | |
| 6/1/2026 | Keel Point LLC | 307,906 | $23.57M | 1.6% | -0.1% | 0.019% | |
| 5/29/2026 | Asset Dedication LLC | 7,225 | $553K | 0.0% | -15.2% | 0.000% | |
| 5/28/2026 | Maripau Wealth Management LLC | 249,970 | $19.13M | 8.4% | +10.0% | 0.015% | |
| 5/27/2026 | Allen Capital Group LLC | 884,189 | $67.68M | 6.1% | -0.5% | 0.054% | |
| 5/27/2026 | Security Financial Services INC. | 685,665 | $52.48M | 8.3% | +41.3% | 0.042% | |
| 5/27/2026 | Capasso Planning Partners LLC | 3,505 | $268K | 0.1% | +4.5% | 0.000% | |
| 5/26/2026 | Glenmede Trust Co. NA | 3,617 | $277K | 0.0% | +39.5% | 0.000% | |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 32,982 | $2.52M | 0.4% | +7.5% | 0.002% | |
| 5/22/2026 | Wellington Grp LLC | 1,590 | $122K | 0.0% | -50.2% | 0.000% | |
| 5/22/2026 | Verus Capital Partners LLC | 357,549 | $27.37M | 1.9% | +10.9% | 0.022% | |
| 5/21/2026 | Raab & Moskowitz Asset Management LLC | 25,567 | $1.96M | 0.4% | -1.8% | 0.002% | |
| 5/20/2026 | Hobbs Group Advisors LLC | 190,005 | $14.54M | 4.3% | +0.8% | 0.012% | |
| 5/20/2026 | SHUTTLEWORTH & Co | 49,156 | $3.76M | 3.4% | +3.1% | 0.003% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 351,387 | $26.88M | 1.6% | +17.3% | 0.022% | |
| 5/20/2026 | Leigh Baldwin & CO. LLC | 12,539 | $960K | 0.6% | -8.2% | 0.001% | |
| 5/20/2026 | Boothe Investment Group Inc. | 94,563 | $7.24M | 2.3% | N/A | 0.006% | |
| 5/19/2026 | Western Wealth Management LLC | 717,248 | $54.90M | 2.0% | -0.2% | 0.044% | |
| 5/19/2026 | GTS Financial LLC | 343,400 | $26.28M | 19.0% | N/A | 0.021% | |
| 5/19/2026 | Sonoma Allocations LLC | 5,981 | $463K | 0.2% | +2.9% | 0.000% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 14,014 | $1.07M | 0.8% | N/A | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 2,074,082 | $158.75M | 3.1% | -15.7% | 0.128% | |
| 5/19/2026 | Bank of America Corp DE | 36,172,901 | $2.77B | 0.2% | -32.8% | 2.224% | |
| 5/19/2026 | Edgestream Partners L.P. | 6,955 | $532K | 0.0% | -77.5% | 0.000% | |
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| 5/19/2026 | Financial Insights Inc. | 535,431 | $40.98M | 13.3% | +10.6% | 0.033% | |
| 5/19/2026 | Janus Henderson Group PLC | 872,415 | $66.78M | 0.0% | -6.7% | 0.054% | |
| 5/19/2026 | Centaurus Financial Inc. | 112,688 | $8.63M | 0.4% | -29.2% | 0.007% | |
| 5/19/2026 | Strategic Investment Advisors MI | 10,117 | $774K | 0.1% | +11.2% | 0.001% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 487 | $37K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Arkadios Wealth Advisors | 271,829 | $20.81M | 0.3% | +41.8% | 0.017% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 351,387 | $26.88M | 1.9% | +17.3% | 0.022% | |
| 5/18/2026 | Gould Capital LLC | 31,731 | $2.43M | 1.5% | +11.2% | 0.002% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 22,240 | $1.70M | 0.1% | -4.0% | 0.001% | |
| 5/18/2026 | Talon Private Wealth LLC | 106,957 | $8.19M | 1.1% | N/A | 0.007% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 281,336 | $21.53M | 5.1% | +1.7% | 0.017% | |
| 5/18/2026 | Royal Bank of Canada | 3,015,193 | $230.78M | 0.0% | +60.6% | 0.185% | |
| 5/18/2026 | Empowered Funds LLC | 4,238 | $324K | 0.0% | +87.5% | 0.000% | |
| 5/18/2026 | Estate Counselors LLC | 13,814 | $1.06M | 0.1% | +4.6% | 0.001% | |
| 5/16/2026 | IMG Wealth Management Inc. | 55,809 | $4.27M | 2.7% | +9.7% | 0.003% | |
| 5/16/2026 | Quantinno Capital Management LP | 64,751 | $4.96M | 0.0% | +24.2% | 0.004% | |
| 5/16/2026 | Copley Financial Group Inc. | 10,661 | $816K | 0.5% | -3.5% | 0.001% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 695,533 | $53.24M | 2.1% | +144.3% | 0.043% | |
| 5/15/2026 | Wealth Watch Advisors INC | 5,898 | $451K | 0.2% | +568.7% | 0.000% | |
| 5/15/2026 | FreeGulliver LLC | 9,437 | $722K | 0.3% | -15.2% | 0.001% | |
| 5/15/2026 | Van Diest Capital LLC | 3,050 | $233K | 0.2% | -19.9% | 0.000% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 314,886 | $24.10M | 0.4% | -0.8% | 0.019% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 586 | $45K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Waverly Advisors LLC | 587,224 | $44.95M | 0.3% | +1.8% | 0.036% | |
| 5/15/2026 | Stadion Money Management LLC | 3,296,538 | $252.32M | 25.4% | -13.1% | 0.203% | |
| 5/15/2026 | Wealth Alliance LLC | 2,928 | $224K | 0.0% | -33.3% | 0.000% | |
| 5/15/2026 | Vivaldi Capital Management LP | 362,979 | $27.78M | 3.8% | +8.2% | 0.022% | |
| 5/14/2026 | Renaissance Technologies LLC | 144,800 | $11.08M | 0.0% | -26.9% | 0.009% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 641,714 | $49.12M | 4.4% | +18.6% | 0.039% | |
| 5/14/2026 | Compound Planning Inc. | 86,854 | $6.65M | 0.2% | +144.5% | 0.005% | |
| 5/14/2026 | Modern Wealth Management LLC | 1,222,286 | $94.26M | 1.6% | +28.7% | 0.075% | |
| 5/14/2026 | Bank of Nova Scotia | 333,410 | $25.52M | 0.0% | -12.4% | 0.020% | |
| 5/14/2026 | American Financial Advisors LLC | 36,919 | $2.83M | 0.4% | +4.8% | 0.002% | |
| 5/14/2026 | Sei Investments Co. | 37,924 | $2.90M | 0.0% | +47.7% | 0.002% | |
| 5/14/2026 | Alamar Capital Management LLC | 16,038 | $1.23M | 0.8% | N/A | 0.001% | |
| 5/14/2026 | Lido Advisors LLC | 426,058 | $32.61M | 0.1% | -39.2% | 0.026% | |
| 5/13/2026 | GSG Advisors LLC | 2,828 | $216K | 0.1% | N/A | 0.000% | |
| 5/13/2026 | Wealthspire Retirement LLC | 453,841 | $34.74M | 2.1% | +9.7% | 0.028% | |
| 5/13/2026 | American Investment Services Inc. | 32,300 | $2.47M | 0.6% | -2.3% | 0.002% | |
| 5/13/2026 | Measured Wealth Private Client Group LLC | 1,331 | $102K | 0.0% | +105.1% | 0.000% | |
| 5/13/2026 | NewEdge Wealth LLC | 45,388 | $3.47M | 0.0% | +54.1% | 0.003% | |
| 5/13/2026 | Arvest Bank Trust Division | 406,051 | $31.08M | 1.7% | +21.7% | 0.025% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 137,485 | $10.52M | 0.3% | +15.1% | 0.008% | |
| 5/13/2026 | First Trust Advisors LP | 48,019 | $3.68M | 0.0% | +7.1% | 0.003% | |
| 5/12/2026 | Insight Advisors LLC PA | 44,722 | $3.42M | 0.7% | +7.2% | 0.003% | |
| 5/12/2026 | CacheTech Inc. | 104,472 | $8.00M | 1.5% | -1.7% | 0.006% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 325,125 | $24.89M | 0.0% | -1.6% | 0.020% | |
| 5/8/2026 | Wilkerson Advisory Group LLC | 1,822 | $139K | 0.0% | -36.8% | 0.000% | |
| 5/8/2026 | Madison Asset Management LLC | 90,180 | $6.90M | 0.1% | +10.9% | 0.006% | |
| 5/8/2026 | Summit Global Investments | 9,251 | $708K | 0.0% | -43.3% | 0.001% | |
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| 5/8/2026 | Cutler Investment Counsel LLC | 145,782 | $11.16M | 1.1% | +6.0% | 0.009% | |
| 5/8/2026 | JSF Financial LLC | 41,050 | $3.14M | 0.6% | +1.9% | 0.003% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 859 | $66K | 0.0% | -22.1% | 0.000% | |
| 5/7/2026 | Florida Financial Advisors LLC | 4,533 | $347K | 0.1% | N/A | 0.000% | |
| 5/7/2026 | Beta Wealth Group Inc. | 6,730 | $515K | 0.2% | -18.1% | 0.000% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 803,198 | $61.48M | 4.1% | +7.4% | 0.049% | |
| 5/7/2026 | Commonwealth Financial Services LLC | 91,203 | $6.98M | 1.1% | +7.9% | 0.006% | |
| 5/7/2026 | Welch Capital Partners LLC NY | 119,937 | $9.18M | 2.1% | -19.1% | 0.007% | |
| 5/7/2026 | Hollencrest Capital Management | 132,297 | $10.13M | 0.4% | -0.9% | 0.008% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 325,418 | $24.91M | 3.8% | +6.8% | 0.020% | |