| 5/15/2026 | Bridgewater Advisors Inc. | 2,640 | $1.08M | 0.1% | N/A | 0.005% | |
| 5/13/2026 | Cetera Investment Advisers | 73,900 | $30.13M | 0.0% | +1.9% | 0.145% | |
| 5/13/2026 | NewEdge Wealth LLC | 1,446 | $590K | 0.0% | +92.8% | 0.003% | |
| 5/8/2026 | Summit Asset Management LLC | 3,526 | $1.44M | 0.2% | +16.4% | 0.007% | |
| 5/7/2026 | Florida Financial Advisors LLC | 2,202 | $898K | 0.2% | -19.5% | 0.004% | |
| 5/7/2026 | World Equity Group Inc. | 642 | $262K | 0.1% | N/A | 0.001% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 553 | $225K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 1,674 | $682K | 0.0% | +500.0% | 0.003% | |
| 5/6/2026 | Zhang Financial LLC | 9,743 | $3.97M | 0.1% | +1.8% | 0.019% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 1,415 | $577K | 0.1% | +509.9% | 0.003% | |
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| 5/6/2026 | Modera Wealth Management LLC | 2,484 | $1.01M | 0.0% | -27.4% | 0.005% | |
| 5/6/2026 | Assetmark Inc. | 957 | $390K | 0.0% | -19.6% | 0.002% | |
| 5/6/2026 | Independent Financial Group LLC | 11,106 | $4.53M | 0.1% | N/A | 0.022% | |
| 5/6/2026 | BCM Advisors LLC | 4,914 | $2.00M | 0.4% | N/A | 0.010% | |
| 5/5/2026 | Wealthfront Advisers LLC | 10,824 | $4.41M | 0.0% | +17.0% | 0.021% | |
| 5/5/2026 | Bank of New York Mellon Corp | 2,034 | $829K | 0.0% | -14.7% | 0.004% | |
| 5/5/2026 | Signet Financial Management LLC | 12,929 | $5.27M | 0.6% | -5.0% | 0.025% | |
| 5/5/2026 | Sanctuary Advisors LLC | 15,515 | $6.33M | 0.0% | -6.9% | 0.030% | |
| 5/5/2026 | Sigma Planning Corp | 13,789 | $5.62M | 0.2% | +2.8% | 0.027% | |
| 5/5/2026 | Cornerstone Advisory LLC | 60,231 | $24.56M | 2.3% | -1.1% | 0.118% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 788 | $321K | 0.0% | N/A | 0.002% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 3,907 | $1.59M | 0.0% | +459.7% | 0.008% | |
| 5/2/2026 | Diversify Wealth Management LLC | 35,153 | $14.33M | 0.3% | N/A | 0.069% | |
| 5/2/2026 | Valmark Advisers Inc. | 14,627 | $5.96M | 0.1% | +51.6% | 0.029% | |
| 5/2/2026 | R. W. Roge & Company Inc. | 9,440 | $3.85M | 1.8% | -6.9% | 0.019% | |
| 5/2/2026 | Carnegie Investment Counsel | 2,183 | $890K | 0.0% | +6.4% | 0.004% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 20,325 | $8.29M | 0.1% | -20.5% | 0.040% | |
| 5/1/2026 | Midwest Trust Co | 1,070 | $436K | 0.0% | N/A | 0.002% | |
| 5/1/2026 | Fifth Third Bancorp | 13,147 | $5.36M | 0.0% | +950.1% | 0.026% | |
| 5/1/2026 | Triton Wealth Management PLLC | 3,101 | $1.29M | 0.5% | +5.3% | 0.001% | |
| 5/1/2026 | Simplicity Wealth LLC | 3,415 | $1.39M | 0.1% | -14.0% | 0.001% | |
| 5/1/2026 | Conning Inc. | 35,650 | $14.53M | 0.5% | +11.2% | 0.012% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 5,796 | $2.36M | 0.0% | -4.9% | 0.002% | |
| 4/30/2026 | Kestra Advisory Services LLC | 54,228 | $22.11M | 0.1% | -24.3% | 0.018% | |
| 4/29/2026 | Penobscot Investment Management Company Inc. | 2,794 | $1.14M | 0.1% | -6.6% | 0.001% | |
| 4/29/2026 | Kiley Juergens Wealth Management LLC | 1,546 | $630K | 0.1% | N/A | 0.001% | |
| 4/28/2026 | GM Advisory Group LLC | 13,152 | $5.36M | 0.2% | -6.5% | 0.004% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 857 | $349K | 0.0% | -19.6% | 0.000% | |
| 4/27/2026 | HB Wealth Management LLC | 1,499 | $611K | 0.0% | +75.7% | 0.000% | |
| 4/27/2026 | PFG Investments LLC | 2,150 | $876K | 0.0% | +17.5% | 0.001% | |
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| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 1,447 | $590K | 0.0% | -64.6% | 0.000% | |
| 4/27/2026 | Private Advisor Group LLC | 75,128 | $30.63M | 0.1% | +2.5% | 0.025% | |
| 4/25/2026 | Keybank National Association OH | 16,430 | $6.70M | 0.0% | -4.7% | 0.005% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 339 | $138K | 0.0% | -50.7% | 0.000% | |
| 4/25/2026 | Kropog Financial Group LLC | 61,805 | $25.20M | 20.5% | -20.4% | 0.020% | |
| 4/24/2026 | Root Financial Partners LLC | 3,076 | $1.25M | 0.1% | +189.6% | 0.001% | |
| 4/24/2026 | Essex Financial Services Inc. | 89,557 | $36.51M | 2.0% | -0.5% | 0.029% | |
| 4/24/2026 | Wheelhouse Advisory Group LLC | 62,639 | $25.54M | 8.5% | +2.7% | 0.020% | |
| 4/23/2026 | 626 Financial LLC | 930 | $379K | 0.2% | -15.2% | 0.000% | |
| 4/23/2026 | Balanced Wealth Group LLC | 3,872 | $1.58M | 0.6% | -5.8% | 0.001% | |
| 4/23/2026 | SevenBridge Financial Group LLC | 3,774 | $1.54M | 0.3% | +500.0% | 0.001% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 52,487 | $21.40M | 0.1% | +0.3% | 0.103% | |
| 4/21/2026 | Maridea Wealth Management LLC | 651 | $265K | 0.0% | -17.7% | 0.001% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 3,350 | $1.37M | 0.1% | +6.3% | 0.007% | |
| 4/21/2026 | Aegis Wealth Management Inc. | 860 | $351K | 0.3% | +25.5% | 0.002% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 513 | $209K | 0.0% | -74.8% | 0.001% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 2,324 | $947K | 0.0% | +5.5% | 0.005% | |
| 4/20/2026 | Hilton Head Capital Partners LLC | 1,437 | $586K | 0.3% | +4.4% | 0.003% | |
| 4/20/2026 | RFG Advisory LLC | 1,243 | $507K | 0.0% | N/A | 0.002% | |
| 4/20/2026 | Fifth Third Wealth Advisors LLC | 1,552 | $633K | 0.0% | +10.4% | 0.003% | |
| 4/20/2026 | Apella Capital LLC | 79,155 | $32.27M | 0.5% | -6.3% | 0.155% | |
| 4/20/2026 | Focused Wealth Management Inc | 8,114 | $3.31M | 0.3% | +0.7% | 0.016% | |
| 4/17/2026 | WealthBridge Capital Management LLC | 497 | $203K | 0.0% | -38.3% | 0.001% | |
| 4/17/2026 | Aspire Growth Partners LLC | 1,272 | $519K | 0.4% | +10.7% | 0.002% | |
| 4/17/2026 | AdvisorNet Financial Inc | 676 | $276K | 0.0% | +73.8% | 0.001% | |
| 4/17/2026 | Five Pine Wealth Management | 792 | $323K | 0.2% | N/A | 0.002% | |
| 4/17/2026 | Brookstone Capital Management | 14,706 | $6.00M | 0.1% | -16.3% | 0.029% | |
| 4/17/2026 | Roble Belko & Company Inc | 103 | $42K | 0.0% | +415.0% | 0.000% | |
| 4/16/2026 | Petredis Investment Advisors LLC | 93,517 | $38.13M | 3.1% | +1.0% | 0.184% | |
| 4/16/2026 | Evolve Private Wealth LLC | 575 | $235K | 0.0% | N/A | 0.001% | |
| 4/16/2026 | Sprinkle Financial Consultants LLC | 564 | $230K | 0.1% | N/A | 0.001% | |
| 4/16/2026 | Prairiewood Capital LLC | 1,700 | $693K | 0.2% | N/A | 0.003% | |
| 4/16/2026 | Swisher Financial Concepts Inc. | 1,507 | $615K | 0.3% | +54.7% | 0.003% | |
| 4/16/2026 | Triad Wealth Partners LLC | 1,023 | $417K | 0.0% | -5.0% | 0.002% | |
| 4/16/2026 | Quotient Wealth Partners LLC | 978 | $399K | 0.0% | +10.3% | 0.002% | |
| 4/16/2026 | RFG Holdings Inc. | 29,655 | $12.09M | 3.0% | -28.2% | 0.058% | |
| 3/23/2026 | J. Derek Lewis & Associates Inc. | 1,977 | $879K | 0.2% | N/A | 0.004% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 33,635 | $14.95M | 0.0% | +85.6% | 0.068% | |
| 3/16/2026 | Bank of New Hampshire | 2,193 | $975K | 0.2% | -19.6% | 0.004% | |
| 3/13/2026 | World Investment Advisors | 3,899 | $1.73M | 0.0% | +497.1% | 0.008% | |
| 3/9/2026 | Corient Private Wealth LLC | 224,383 | $99.76M | 0.1% | -6.5% | 0.453% | |
| 3/6/2026 | Union Savings Bank | 190 | $84K | 0.0% | N/A | 0.000% | |
| 2/25/2026 | MidFirst Bank | 1,907 | $848K | 0.1% | N/A | 0.004% | |
| 2/24/2026 | Coastline Complete Wealth LLC | 1,967 | $875K | 0.6% | N/A | 0.004% | |
| 2/24/2026 | Investment Insight Wealth Management LLC | 2,906 | $1.29M | 1.3% | N/A | 0.006% | |
| 2/23/2026 | Walser Wealth Management Company A Ltd Liability Co | 542 | $241K | 0.1% | N/A | 0.001% | |
| 2/19/2026 | Mcguire Capital Advisors Inc. | 2,042 | $908K | 0.6% | N/A | 0.004% | |
| 2/19/2026 | Compound Planning Inc. | 2,902 | $1.29M | 0.0% | +6.1% | 0.006% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 97 | $43K | 0.0% | N/A | 0.000% | |
| 2/19/2026 | Corient Private Wealth LLC | 224,263 | $99.43M | 0.1% | -6.6% | 0.453% | |
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| 2/18/2026 | Strive Financial Group LLC | 78 | $35K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Ameriflex Group Inc. | 732 | $325K | 0.2% | -46.3% | 0.001% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 6,352 | $2.82M | 0.0% | -8.0% | 0.013% | |
| 2/18/2026 | Virtue Capital Management LLC | 6,824 | $3.04M | 0.1% | -82.8% | 0.014% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 9,534 | $4.24M | 0.0% | +1.6% | 0.019% | |
| 2/18/2026 | EP Wealth Advisors LLC | 2,240 | $996K | 0.0% | N/A | 0.005% | |
| 2/18/2026 | NewEdge Advisors LLC | 17,777 | $7.90M | 0.0% | -2.9% | 0.036% | |
| 2/18/2026 | Empowered Funds LLC | 1,678 | $746K | 0.0% | N/A | 0.003% | |
| 2/18/2026 | Zacks Investment Management | 635 | $282K | 0.0% | -5.8% | 0.001% | |
| 2/18/2026 | Sierra Capital LLC | 5,048 | $2.24M | 0.2% | +0.5% | 0.010% | |