| 7/2/2026 | Silverleafe Capital Partners LLC | 36,839 | $11.17M | 3.0% | -16.3% | 0.014% | |
| 7/2/2026 | Gladwyn Financial Advisors Inc. | 411 | $124K | 0.1% | -26.1% | 0.000% | |
| 7/2/2026 | Box Hill Private Wealth LLC | 18,975 | $5.75M | 4.6% | -0.6% | 0.007% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 9,095 | $2.76M | 0.1% | -1.2% | 0.003% | |
| 7/2/2026 | Frisco Financial Planning LLC | 53,540 | $16.23M | 12.2% | -2.0% | 0.020% | |
| 7/2/2026 | Atmos Advisory LLC | 58,007 | $17.58M | 9.2% | +1.0% | 0.022% | |
| 7/2/2026 | Collective Family Office LLC | 6,967 | $2.11M | 0.4% | +4.5% | 0.003% | |
| 7/2/2026 | Hilltop National Bank | 455 | $138K | 0.0% | +123.0% | 0.000% | |
| 7/2/2026 | CX Institutional | 168,070 | $50.95M | 1.5% | -5.1% | 0.063% | |
| 7/1/2026 | Noble Wealth Management PBC | 7,539 | $2.29M | 1.0% | -7.6% | 0.003% | |
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| 7/1/2026 | Eastern Bank | 2,509 | $761K | 0.0% | +56.5% | 0.001% | |
| 7/1/2026 | Trust Co of the South | 56,049 | $16.99M | 2.4% | +0.8% | 0.021% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 1,541 | $467K | 0.1% | -7.3% | 0.001% | |
| 6/22/2026 | Sapient Capital LLC | 15,191 | $3.98M | 0.1% | +5.5% | 0.006% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 2,425 | $635K | 0.0% | -1.4% | 0.001% | |
| 6/9/2026 | Rathbones Group PLC | 14,181 | $3.71M | 0.0% | -1.6% | 0.005% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 8,215 | $2.15M | 0.1% | -2.6% | 0.003% | |
| 6/8/2026 | Farmers National Bank | 3,230 | $846K | 0.2% | +4.3% | 0.001% | |
| 6/4/2026 | Town Capital LLC | 1,758 | $460K | 0.4% | +9.2% | 0.001% | |
| 6/3/2026 | Wealthquest Corp | 187,247 | $49.04M | 3.5% | +23.2% | 0.069% | |
| 6/3/2026 | DBK Financial Counsel LLC | 5,445 | $1.43M | 1.1% | -1.3% | 0.002% | |
| 6/3/2026 | Parallel Advisors LLC | 161,135 | $42.21M | 0.8% | +2.5% | 0.060% | |
| 6/3/2026 | NewEdge Advisors LLC | 195,019 | $51.08M | 0.2% | -0.5% | 0.072% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 4,099 | $1.07M | 0.4% | -8.5% | 0.002% | |
| 6/1/2026 | Dala Group LLC | 3,630 | $951K | 0.8% | N/A | 0.001% | |
| 6/1/2026 | Keel Point LLC | 5,874 | $1.54M | 0.1% | +2.7% | 0.002% | |
| 5/29/2026 | Krane Financial Solutions LLC | 35,096 | $9.19M | 6.3% | N/A | 0.013% | |
| 5/29/2026 | Asset Dedication LLC | 4,211 | $1.10M | 0.1% | -13.1% | 0.002% | |
| 5/28/2026 | Lavelle Capital LP | 6,451 | $1.69M | 1.0% | N/A | 0.002% | |
| 5/28/2026 | Maripau Wealth Management LLC | 14,144 | $3.71M | 1.6% | +5.1% | 0.005% | |
| 5/27/2026 | Security Financial Services INC. | 10,354 | $2.71M | 0.4% | -2.7% | 0.004% | |
| 5/26/2026 | Serenity Investment Advisors | 731 | $211K | 0.1% | -11.3% | 0.000% | |
| 5/26/2026 | Glenmede Trust Co. NA | 887,176 | $232.37M | 1.1% | -0.3% | 0.328% | |
| 5/26/2026 | Ruggaard & Associates LLC | 24,864 | $6.51M | 2.6% | -1.4% | 0.009% | |
| 5/22/2026 | Summitry LLC | 1,804 | $473K | 0.0% | +2.9% | 0.001% | |
| 5/22/2026 | WNY Asset Management LLC | 1,188 | $311K | 0.0% | N/A | 0.000% | |
| 5/22/2026 | Coastline Complete Wealth LLC | 1,493 | $391K | 0.2% | -24.7% | 0.001% | |
| 5/22/2026 | Independent Wealth Advisors LLC | 1,541 | $404K | 0.4% | -3.5% | 0.001% | |
| 5/22/2026 | Wellington Grp LLC | 467 | $122K | 0.0% | +57.2% | 0.000% | |
| 5/22/2026 | Verus Capital Partners LLC | 6,761 | $1.77M | 0.1% | -8.6% | 0.003% | |
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| 5/21/2026 | Compass Capital Management Inc. | 2,317 | $607K | 0.0% | -2.6% | 0.001% | |
| 5/21/2026 | Vestor Capital LLC | 838 | $219K | 0.0% | +147.9% | 0.000% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 826 | $217K | 0.0% | N/A | 0.000% | |
| 5/21/2026 | JDM Financial Group LLC | 94,414 | $24.73M | 5.2% | +4.3% | 0.035% | |
| 5/20/2026 | Hobbs Group Advisors LLC | 972 | $255K | 0.1% | N/A | 0.000% | |
| 5/20/2026 | SHUTTLEWORTH & Co | 10,760 | $2.82M | 2.6% | N/A | 0.004% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 9,539 | $2.50M | 0.3% | -5.9% | 0.004% | |
| 5/19/2026 | Western Wealth Management LLC | 9,461 | $2.48M | 0.1% | +4.2% | 0.004% | |
| 5/19/2026 | McIlrath & Eck LLC | 72,618 | $19.02M | 1.4% | +4.4% | 0.027% | |
| 5/19/2026 | NewEdge Advisors LLC | 169,448 | $44.38M | 0.9% | -13.6% | 0.063% | |
| 5/19/2026 | Bank of America Corp DE | 21,634,424 | $5.67B | 0.4% | -7.7% | 8.006% | |
| 5/19/2026 | Graney & King LLC | 4,651 | $1.22M | 0.7% | +8.2% | 0.002% | |
| 5/19/2026 | Financial Insights Inc. | 21,110 | $5.53M | 1.8% | -3.6% | 0.008% | |
| 5/19/2026 | Janus Henderson Group PLC | 145,876 | $38.21M | 0.0% | -51.4% | 0.054% | |
| 5/19/2026 | Centaurus Financial Inc. | 4,090 | $1.07M | 0.1% | +10.4% | 0.002% | |
| 5/19/2026 | Strategic Investment Advisors MI | 75,521 | $19.79M | 1.4% | +5.1% | 0.028% | |
| 5/19/2026 | Arkadios Wealth Advisors | 18,887 | $4.95M | 0.1% | +5.9% | 0.007% | |
| 5/19/2026 | Claris Financial LLC | 5,233 | $1.37M | 0.7% | +8.4% | 0.002% | |
| 5/18/2026 | Sunbelt Securities Inc. | 590 | $154K | 0.0% | +52.8% | 0.000% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 110,024 | $28.82M | 0.9% | +91.0% | 0.041% | |
| 5/18/2026 | Royal Bank of Canada | 2,091,328 | $547.76M | 0.1% | -5.1% | 0.774% | |
| 5/18/2026 | Empowered Funds LLC | 12,580 | $3.30M | 0.0% | +43.2% | 0.005% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 1,047 | $274K | 0.1% | N/A | 0.000% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 98,179 | $25.71M | 0.0% | -11.2% | 0.036% | |
| 5/16/2026 | Mittelman Wealth Management | 11,683 | $3.06M | 1.9% | -25.4% | 0.004% | |
| 5/16/2026 | KCM Investment Advisors LLC | 2,115 | $554K | 0.0% | -67.0% | 0.001% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 846 | $222K | 0.0% | -12.1% | 0.000% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 22,969 | $6.02M | 2.3% | +17.0% | 0.008% | |
| 5/16/2026 | Quantinno Capital Management LP | 72,283 | $18.93M | 0.0% | +41.5% | 0.027% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 50,797 | $13.31M | 0.5% | +4,237.9% | 0.019% | |
| 5/15/2026 | Cypress Capital Group | 1,076 | $282K | 0.0% | -9.8% | 0.000% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 62,822 | $16.45M | 0.3% | +4.1% | 0.023% | |
| 5/15/2026 | Vawter Financial Ltd. | 47,887 | $12.54M | 5.3% | -1.7% | 0.018% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 2,897 | $759K | 0.4% | N/A | 0.001% | |
| 5/15/2026 | Waverly Advisors LLC | 126,695 | $33.18M | 0.2% | +1.2% | 0.047% | |
| 5/15/2026 | London Co. of Virginia | 663 | $174K | 0.0% | -48.0% | 0.000% | |
| 5/15/2026 | Wealth Alliance LLC | 15,909 | $4.17M | 0.4% | -9.3% | 0.006% | |
| 5/15/2026 | Vivaldi Capital Management LP | 8,155 | $2.14M | 0.3% | -0.8% | 0.003% | |
| 5/15/2026 | St. Louis Trust Co | 49,347 | $12.93M | 1.5% | -1.2% | 0.018% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 3,160 | $903K | 0.1% | -17.4% | 0.001% | |
| 5/15/2026 | Cannell & Spears LLC | 3,429 | $889K | 0.0% | +14.9% | 0.001% | |
| 5/14/2026 | Renaissance Technologies LLC | 28,320 | $7.42M | 0.0% | N/A | 0.010% | |
| 5/14/2026 | Bollard Group LLC | 407 | $106K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 33,330 | $8.73M | 0.1% | +29.1% | 0.012% | |
| 5/14/2026 | Hilltop Holdings Inc. | 6,019 | $1.58M | 0.1% | -13.6% | 0.002% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 7,661 | $2.01M | 0.1% | +8.7% | 0.003% | |
| 5/14/2026 | Compound Planning Inc. | 137,137 | $35.92M | 1.1% | -11.4% | 0.051% | |
| 5/14/2026 | Modern Wealth Management LLC | 21,085 | $5.55M | 0.1% | -2.5% | 0.008% | |
| 5/14/2026 | Keebeck Wealth Management | 2,449 | $642K | 0.1% | -2.3% | 0.001% | |
| 5/14/2026 | Wills Financial Group LLC | 1,118 | $319K | 0.1% | +6.9% | 0.000% | |
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| 5/14/2026 | RMG Wealth Management LLC | 835 | $241K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Gibbs Wealth Management | 974 | $255K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Sei Investments Co. | 17,621 | $4.62M | 0.0% | -32.2% | 0.007% | |
| 5/14/2026 | Davis R M Inc. | 607,527 | $159.12M | 2.8% | +3.1% | 0.225% | |
| 5/14/2026 | Lido Advisors LLC | 146,103 | $38.27M | 0.1% | +1.1% | 0.054% | |
| 5/13/2026 | Cetera Investment Advisers | 1,230,968 | $322.42M | 0.3% | +5.4% | 0.456% | |
| 5/13/2026 | Wealthspire Retirement LLC | 74,047 | $19.39M | 1.2% | +7.1% | 0.027% | |
| 5/13/2026 | American Investment Services Inc. | 25,368 | $6.65M | 1.5% | +1.6% | 0.009% | |
| 5/13/2026 | Sachem Hill LLC | 6,699 | $1.76M | 0.3% | -1.0% | 0.002% | |
| 5/13/2026 | Signature Equity Partners LLC | 205 | $54K | 0.0% | +34.0% | 0.000% | |