| 7/10/2026 | Accel Wealth Management | 343,952 | $16.81M | 3.8% | -0.2% | 0.508% | |
| 7/10/2026 | Dagco Inc. | 29,311 | $1.43M | 0.3% | +2.7% | 0.043% | |
| 7/10/2026 | Rise Advisors LLC | 278,720 | $13.62M | 3.8% | +4.9% | 0.411% | |
| 7/9/2026 | Focus Financial Network Inc. | 54,278 | $2.66M | 0.1% | +1.2% | 0.080% | |
| 7/9/2026 | Whitaker Myers Wealth Managers LTD. | 7,378 | $361K | 0.1% | -8.3% | 0.011% | |
| 7/9/2026 | Worth Asset Management LLC | 9,049 | $442K | 0.1% | -5.7% | 0.013% | |
| 7/8/2026 | Castle Rock Wealth Management LLC | 12,961 | $633K | 0.1% | -13.9% | 0.019% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 295,642 | $14.45M | 0.4% | +5.7% | 0.436% | |
| 7/7/2026 | Avior Wealth Management LLC | 16,778 | $820K | 0.0% | +34.7% | 0.025% | |
| 7/7/2026 | Financial Enhancement Group LLC | 371,700 | $18.16M | 2.2% | +2.6% | 0.549% | |
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| 7/7/2026 | CoreCap Advisors LLC | 770 | $38K | 0.0% | -58.3% | 0.001% | |
| 7/6/2026 | Vigilare Wealth Management | 220,321 | $10.77M | 3.3% | +62.9% | 0.325% | |
| 6/3/2026 | Parallel Advisors LLC | 33,528 | $1.64M | 0.0% | +166.6% | 0.051% | |
| 6/3/2026 | NewEdge Advisors LLC | 30,926 | $1.51M | 0.0% | +18.2% | 0.047% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 12,320 | $602K | 0.1% | N/A | 0.019% | |
| 5/21/2026 | Kensington Asset Management LLC | 1,891,497 | $92.42M | 4.3% | +25.9% | 2.872% | |
| 5/19/2026 | NewEdge Advisors LLC | 30,552 | $1.49M | 0.0% | +16.7% | 0.046% | |
| 5/19/2026 | Bank of America Corp DE | 4,500,053 | $219.87M | 0.0% | +9.0% | 6.834% | |
| 5/19/2026 | Janus Henderson Group PLC | 286,317 | $13.99M | 0.0% | -13.2% | 0.435% | |
| 5/19/2026 | Arkadios Wealth Advisors | 29,653 | $1.45M | 0.0% | -6.3% | 0.045% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 35,643 | $1.74M | 0.1% | +55.9% | 0.054% | |
| 5/15/2026 | Waverly Advisors LLC | 190,952 | $9.33M | 0.1% | +4.0% | 0.290% | |
| 5/14/2026 | CLG LLC | 47,846 | $2.34M | 0.6% | -17.5% | 0.073% | |
| 5/14/2026 | Modern Wealth Management LLC | 16,537 | $808K | 0.0% | -28.5% | 0.025% | |
| 5/14/2026 | Clarkston Capital Partners LLC | 7,385 | $361K | 0.0% | N/A | 0.011% | |
| 5/13/2026 | Cetera Investment Advisers | 144,542 | $7.06M | 0.0% | +15.0% | 0.220% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,578 | $77K | 0.0% | N/A | 0.002% | |
| 5/7/2026 | Parallel Advisors LLC | 33,528 | $1.64M | 0.0% | +166.6% | 0.051% | |
| 5/7/2026 | Marshall & Sterling Wealth Advisors Inc. | 3,700 | $181K | 0.1% | -11.7% | 0.006% | |
| 5/5/2026 | D.A. Davidson & CO. | 20,156 | $985K | 0.0% | N/A | 0.031% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,320,952 | $64.54M | 1.5% | +83.4% | 2.006% | |
| 5/5/2026 | Sanctuary Advisors LLC | 10,002 | $489K | 0.0% | -36.2% | 0.015% | |
| 5/4/2026 | Mattern Capital Management LLC | 57,761 | $2.82M | 0.3% | +39.9% | 0.088% | |
| 5/4/2026 | Bleakley Financial Group LLC | 88,950 | $4.35M | 0.1% | +6.9% | 0.135% | |
| 5/4/2026 | HBW Advisory Services LLC | 4,811 | $235K | 0.0% | N/A | 0.007% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 64,776 | $3.17M | 0.4% | +6.7% | 0.098% | |
| 5/2/2026 | International Assets Investment Management LLC | 7,822 | $382K | 0.0% | -22.7% | 0.012% | |
| 5/2/2026 | Diversify Wealth Management LLC | 12,212 | $599K | 0.0% | N/A | 0.019% | |
| 5/1/2026 | Fifth Third Bancorp | 43,443 | $2.12M | 0.0% | N/A | 0.066% | |
| 5/1/2026 | Sovran Advisors LLC | 270,964 | $13.25M | 1.0% | +1.1% | 0.411% | |
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| 4/30/2026 | Elevated Capital Advisors LLC | 70,391 | $3.44M | 0.9% | -29.4% | 0.108% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 72,300 | $3.53M | 0.4% | +37.5% | 0.111% | |
| 4/30/2026 | Kestra Advisory Services LLC | 325,735 | $15.92M | 0.1% | +159.0% | 0.498% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 5,939 | $290K | 0.0% | N/A | 0.009% | |
| 4/30/2026 | IAG Wealth Partners LLC | 13,556 | $662K | 0.1% | +103.9% | 0.021% | |
| 4/29/2026 | Richmond Investment Services LLC | 450,751 | $22.02M | 3.6% | +9.4% | 0.689% | |
| 4/28/2026 | Bogart Wealth LLC | 7,380 | $361K | 0.0% | +19.2% | 0.011% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 15,517 | $758K | 0.0% | -3.1% | 0.024% | |
| 4/27/2026 | Burford Brothers Inc. | 231,872 | $11.33M | 4.6% | +20.5% | 0.358% | |
| 4/27/2026 | Leelyn Smith LLC | 292,366 | $14.29M | 2.0% | -6.2% | 0.451% | |
| 4/27/2026 | Argos Wealth Advisors LLC | 11,818 | $577K | 0.2% | -4.9% | 0.018% | |
| 4/27/2026 | Private Advisor Group LLC | 1,400,840 | $68.45M | 0.3% | +0.8% | 2.162% | |
| 4/25/2026 | Smithbridge Asset Management Inc. DE | 5,008 | $245K | 0.0% | -54.9% | 0.008% | |
| 4/24/2026 | Partners Wealth Management LLC | 88,639 | $4.33M | 4.5% | -4.2% | 0.137% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 64,140 | $3.13M | 0.3% | +1.1% | 0.099% | |
| 4/23/2026 | Three Magnolias Financial Advisors LLC | 215,519 | $10.53M | 6.7% | +5.5% | 0.334% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 9,707 | $474K | 0.1% | -9.2% | 0.015% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 1,000 | $49K | 0.0% | N/A | 0.002% | |
| 4/23/2026 | Apollon Wealth Management LLC | 54,405 | $2.66M | 0.0% | +3.9% | 0.084% | |
| 4/23/2026 | Vicus Capital | 40,898 | $2.00M | 0.1% | +12.8% | 0.063% | |
| 4/22/2026 | First Financial Group Corp | 114,948 | $5.62M | 4.6% | -1.9% | 0.178% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 81,435 | $3.98M | 0.0% | -12.1% | 0.126% | |
| 4/22/2026 | Boomfish Wealth Group LLC | 96,674 | $4.72M | 2.5% | +55.2% | 0.150% | |
| 4/21/2026 | LifeWealth Investments LLC | 103,241 | $5.04M | 1.5% | +5.4% | 0.160% | |
| 4/21/2026 | Cottage Street Advisors LLC | 51,718 | $2.53M | 1.1% | +210.3% | 0.080% | |
| 4/21/2026 | Dagco Inc. | 28,545 | $1.40M | 0.3% | N/A | 0.044% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 34,830 | $1.70M | 0.0% | +0.7% | 0.054% | |
| 4/20/2026 | Financial Enhancement Group LLC | 362,396 | $17.79M | 2.2% | +9.4% | 0.562% | |
| 4/20/2026 | Auour Investments LLC | 10,704 | $523K | 0.2% | -93.3% | 0.017% | |
| 4/18/2026 | Nautilus Advisors LLC | 25,542 | $1.25M | 0.9% | +10.9% | 0.040% | |
| 4/18/2026 | EdgeRock Capital LLC | 11,722 | $573K | 0.2% | -28.9% | 0.018% | |
| 4/17/2026 | Clear Trail Advisors LLC | 153,833 | $7.52M | 1.3% | +38.6% | 0.239% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 15,055 | $736K | 0.1% | -7.0% | 0.023% | |
| 4/17/2026 | Brookstone Capital Management | 6,577 | $321K | 0.0% | -20.6% | 0.010% | |
| 4/16/2026 | Fortem Financial Group LLC | 139,775 | $6.83M | 1.7% | -4.3% | 0.217% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 43,815 | $2.15M | 0.0% | +34.9% | 0.073% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 40,650 | $2.00M | 1.1% | +2.7% | 0.068% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 214,268 | $10.53M | 0.8% | +3.6% | 0.356% | |
| 2/18/2026 | NewEdge Advisors LLC | 26,172 | $1.29M | 0.0% | +421.5% | 0.043% | |
| 2/18/2026 | Hershey Financial Advisers LLC | 84,254 | $4.14M | 3.5% | N/A | 0.140% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 8,117 | $399K | 0.0% | -20.6% | 0.013% | |
| 2/18/2026 | Janus Henderson Group PLC | 329,935 | $16.21M | 0.0% | +225.3% | 0.548% | |
| 2/18/2026 | American Trust | 8,255 | $406K | 0.0% | -29.0% | 0.014% | |
| 2/17/2026 | AQR Capital Management LLC | 7,868 | $387K | 0.0% | N/A | 0.013% | |
| 2/17/2026 | Cetera Investment Advisers | 125,667 | $6.18M | 0.0% | -88.6% | 0.209% | |
| 2/17/2026 | Equitable Holdings Inc. | 29,565 | $1.45M | 0.0% | +17.8% | 0.049% | |
| 2/17/2026 | Osaic Holdings Inc. | 454,863 | $22.35M | 0.0% | +23.6% | 0.756% | |
| 2/17/2026 | Advisory Services Network LLC | 46,609 | $2.29M | 0.0% | +34.6% | 0.077% | |
| 2/17/2026 | Private Advisor Group LLC | 1,389,338 | $68.27M | 0.3% | -1.1% | 2.308% | |
| 2/17/2026 | &PARTNERS | 60,347 | $2.97M | 0.0% | +30.8% | 0.100% | |
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| 2/17/2026 | Royal Bank of Canada | 618,297 | $30.38M | 0.0% | +3.9% | 1.027% | |
| 2/17/2026 | Rothschild Wealth LLC | 24,212 | $1.19M | 0.1% | -1.7% | 0.040% | |
| 2/16/2026 | Sovereign Investment Advisors LLC | 578,033 | $28.41M | 7.1% | -9.4% | 0.960% | |
| 2/16/2026 | MML Investors Services LLC | 57,458 | $2.82M | 0.0% | -34.2% | 0.095% | |
| 2/16/2026 | Mariner LLC | 81,059 | $3.98M | 0.0% | +57.4% | 0.135% | |
| 2/16/2026 | Kensington Asset Management LLC | 1,502,049 | $73.81M | 3.8% | +45.0% | 2.495% | |
| 2/16/2026 | Blue Jean Financial LLC | 49,423 | $2.43M | 2.0% | N/A | 0.082% | |
| 2/13/2026 | CreativeOne Wealth LLC | 15,633 | $768K | 0.0% | N/A | 0.026% | |
| 2/13/2026 | Kestra Advisory Services LLC | 125,786 | $6.18M | 0.0% | -7.6% | 0.209% | |
| 2/13/2026 | Stifel Financial Corp | 136,749 | $6.72M | 0.0% | +48.0% | 0.227% | |