| 5/5/2026 | Bank of New York Mellon Corp | 5,136 | $924K | 0.0% | +6.9% | 0.017% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 73,241 | $13.17M | 1.2% | +0.5% | 0.241% | |
| 5/5/2026 | Nwam LLC | 7,040 | $1.27M | 0.1% | -3.6% | 0.023% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 3,349 | $602K | 0.0% | -12.6% | 0.011% | |
| 5/4/2026 | Retirement Planning Group LLC | 29,368 | $5.28M | 0.2% | +6.7% | 0.097% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,650 | $477K | 0.0% | -10.9% | 0.009% | |
| 5/2/2026 | Anchor Investment Management LLC | 18,281 | $3.29M | 0.3% | +2.0% | 0.060% | |
| 5/2/2026 | Diversify Wealth Management LLC | 3,812 | $742K | 0.0% | +38.8% | 0.013% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 6,352 | $1.14M | 0.0% | -0.8% | 0.021% | |
| 5/1/2026 | Fifth Third Bancorp | 32,796 | $5.90M | 0.0% | +142.2% | 0.108% | |
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| 5/1/2026 | Advisors Management Group Inc. ADV | 5,327 | $958K | 0.2% | +1.0% | 0.018% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 4,341 | $781K | 0.0% | +152.1% | 0.014% | |
| 4/30/2026 | Mason & Associates Inc | 58,380 | $10.14M | 2.0% | +3.8% | 0.192% | |
| 4/30/2026 | Kestra Advisory Services LLC | 25,232 | $4.54M | 0.0% | +1.0% | 0.083% | |
| 4/30/2026 | Money Concepts Capital Corp | 1,684 | $303K | 0.0% | +8.0% | 0.006% | |
| 4/30/2026 | KDK Private Wealth Management LLC | 6,314 | $1.14M | 1.0% | +0.9% | 0.021% | |
| 4/29/2026 | Southern Capital Services Inc. ADV | 33,635 | $6.05M | 3.9% | +3.7% | 0.111% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 6,051 | $1.09M | 0.0% | -20.8% | 0.020% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 14,296 | $2.57M | 0.6% | -1.5% | 0.047% | |
| 4/28/2026 | Kathmere Capital Management LLC | 2,365 | $425K | 0.0% | N/A | 0.008% | |
| 4/28/2026 | Stephens Inc. AR | 2,327 | $418K | 0.0% | N/A | 0.008% | |
| 4/28/2026 | WBH Advisory Inc. | 29,877 | $5.42M | 0.4% | +0.9% | 0.098% | |
| 4/27/2026 | HB Wealth Management LLC | 12,231 | $2.20M | 0.0% | +6.2% | 0.040% | |
| 4/27/2026 | World Investment Advisors | 1,628 | $293K | 0.0% | -13.3% | 0.005% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 229 | $41K | 0.0% | N/A | 0.001% | |
| 4/27/2026 | Private Advisor Group LLC | 13,806 | $2.48M | 0.0% | +0.4% | 0.045% | |
| 4/24/2026 | Essex Financial Services Inc. | 8,095 | $1.46M | 0.1% | -2.3% | 0.027% | |
| 4/24/2026 | Essex LLC | 2,013 | $362K | 0.1% | +30.0% | 0.007% | |
| 4/23/2026 | Bigelow Investment Advisors LLC | 7,789 | $1.40M | 0.6% | -15.3% | 0.026% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 1,198 | $216K | 0.0% | N/A | 0.004% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 136,855 | $24.61M | 0.1% | +18.4% | 0.450% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 1,819 | $328K | 0.3% | +3.4% | 0.006% | |
| 4/22/2026 | Narus Financial Partners LLC | 20,921 | $3.76M | 1.0% | +1.3% | 0.069% | |
| 4/21/2026 | Crown Wealth Group LLC | 6,597 | $1.19M | 0.3% | -13.5% | 0.022% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 2,763 | $497K | 0.0% | N/A | 0.009% | |
| 4/21/2026 | Stuart Investment Advisors Inc. | 1,142 | $205K | 0.1% | N/A | 0.004% | |
| 4/21/2026 | Maltin Wealth Management Inc. | 2,599 | $467K | 0.2% | -4.2% | 0.009% | |
| 4/21/2026 | Penobscot Wealth Management | 22,356 | $4.02M | 1.2% | +2.4% | 0.074% | |
| 4/21/2026 | Triangle Securities Wealth Management | 6,807 | $1.22M | 0.3% | -1.8% | 0.022% | |
| 4/21/2026 | Hoxton Planning & Management LLC | 1,448 | $260K | 0.1% | -18.4% | 0.005% | |
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| 4/20/2026 | Kestra Private Wealth Services LLC | 1,339 | $241K | 0.0% | +7.3% | 0.004% | |
| 4/20/2026 | Trust Co. of Oklahoma | 14,202 | $2.55M | 0.7% | +2.8% | 0.047% | |
| 4/20/2026 | RFG Advisory LLC | 6,815 | $1.23M | 0.0% | +50.5% | 0.022% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 11,004 | $1.98M | 0.2% | -1.1% | 0.036% | |
| 4/18/2026 | Vermillion Wealth Management Inc. | 253 | $46K | 0.0% | -28.9% | 0.001% | |
| 4/16/2026 | Park National Corp OH | 79,257 | $14.25M | 0.4% | -8.8% | 0.261% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 61,714 | $11.95M | 0.0% | +0.6% | 0.190% | |
| 3/13/2026 | World Investment Advisors | 1,878 | $364K | 0.0% | N/A | 0.006% | |
| 3/9/2026 | Corient Private Wealth LLC | 74,858 | $14.50M | 0.0% | +202.0% | 0.231% | |
| 3/6/2026 | Union Savings Bank | 600 | $116K | 0.1% | N/A | 0.002% | |
| 3/4/2026 | SHP Wealth Management | 288 | $56K | 0.0% | N/A | 0.001% | |
| 3/2/2026 | Reflection Asset Management | 152 | $30K | 0.0% | N/A | 0.000% | |
| 2/27/2026 | Southern Capital Services Inc. ADV | 32,447 | $6.28M | 4.0% | N/A | 0.100% | |
| 2/27/2026 | Instrumental Wealth LLC | 1,195 | $228K | 0.1% | +10.5% | 0.004% | |
| 2/27/2026 | Strategic Investment Solutions Inc. IL | 2,070 | $401K | 0.1% | -54.8% | 0.006% | |
| 2/26/2026 | Anchor Investment Management LLC | 17,917 | $3.47M | 0.3% | -4.5% | 0.055% | |
| 2/24/2026 | Clear Retirement Advice LLC | 1,635 | $315K | 0.2% | N/A | 0.005% | |
| 2/23/2026 | Monetary Solutions Ltd | 175 | $34K | 0.0% | N/A | 0.001% | |
| 2/23/2026 | MV Capital Management Inc. | 453 | $88K | 0.0% | N/A | 0.001% | |
| 2/19/2026 | Rare Wolf Capital LLC | 1,107 | $214K | 0.1% | N/A | 0.003% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 7,641 | $1.48M | 0.0% | +8.9% | 0.024% | |
| 2/19/2026 | Corient Private Wealth LLC | 74,858 | $14.50M | 0.0% | +202.0% | 0.231% | |
| 2/19/2026 | Jacobs Equity LLC | 3,163 | $612K | 0.6% | N/A | 0.010% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 123,784 | $23.97M | 0.0% | -13.8% | 0.382% | |
| 2/18/2026 | Blue Chip Partners LLC | 23,868 | $4.62M | 0.3% | N/A | 0.074% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 2,720 | $527K | 0.0% | +112.7% | 0.008% | |
| 2/18/2026 | EP Wealth Advisors LLC | 2,359 | $457K | 0.0% | N/A | 0.007% | |
| 2/18/2026 | NewEdge Advisors LLC | 11,766 | $2.28M | 0.0% | +6.7% | 0.036% | |
| 2/18/2026 | Hershey Financial Advisers LLC | 10,050 | $1.95M | 1.6% | -3.6% | 0.031% | |
| 2/18/2026 | Empowered Funds LLC | 948 | $184K | 0.0% | -49.7% | 0.003% | |
| 2/18/2026 | Vista Investment Management | 25,404 | $4.92M | 1.6% | -1.1% | 0.078% | |
| 2/18/2026 | Tudor Investment Corp ET AL | 47,772 | $9.25M | 0.0% | +1,864.3% | 0.147% | |
| 2/18/2026 | Prostatis Group LLC | 1,231 | $238K | 0.1% | -10.1% | 0.004% | |
| 2/18/2026 | Quadrature Capital Ltd | 3,672 | $711K | 0.0% | N/A | 0.011% | |
| 2/18/2026 | Asset One Wealth Management LLC | 43,228 | $8.59M | 1.2% | N/A | 0.133% | |
| 2/17/2026 | Cetera Investment Advisers | 137,818 | $26.69M | 0.0% | -21.4% | 0.425% | |
| 2/17/2026 | Hilltop Holdings Inc. | 2,018 | $391K | 0.0% | -6.7% | 0.006% | |
| 2/17/2026 | Equitable Holdings Inc. | 2,958 | $573K | 0.0% | +4.6% | 0.009% | |
| 2/17/2026 | Kovack Advisors Inc. | 6,889 | $1.33M | 0.1% | +11.0% | 0.021% | |
| 2/17/2026 | BTG Pactual Asset Management US LLC | 5,246 | $1.02M | 0.1% | +13.1% | 0.016% | |
| 2/17/2026 | GeoWealth Management LLC | 1,426 | $276K | 0.0% | +20.1% | 0.004% | |
| 2/17/2026 | Osaic Holdings Inc. | 80,633 | $15.63M | 0.0% | +0.1% | 0.249% | |
| 2/17/2026 | Advisory Services Network LLC | 4,823 | $934K | 0.0% | -5.0% | 0.015% | |
| 2/17/2026 | Legacy Wealth Advisors LLC | 2,981 | $577K | 0.4% | N/A | 0.009% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 17,219 | $3.33M | 0.1% | N/A | 0.053% | |
| 2/17/2026 | Private Advisor Group LLC | 13,751 | $2.66M | 0.0% | +1.6% | 0.042% | |
| 2/17/2026 | Clark Capital Management Group Inc. | 12,256 | $2.37M | 0.0% | -21.6% | 0.038% | |
| 2/17/2026 | Captrust Financial Advisors | 18,939 | $3.67M | 0.0% | +40.5% | 0.058% | |
| 2/17/2026 | &PARTNERS | 6,573 | $1.27M | 0.0% | +38.8% | 0.020% | |
| 2/17/2026 | Blair William & Co. IL | 1,578 | $306K | 0.0% | +64.7% | 0.005% | |
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| 2/17/2026 | Royal Bank of Canada | 120,713 | $23.37M | 0.0% | -15.0% | 0.373% | |
| 2/17/2026 | Rothschild Wealth LLC | 2,237 | $433K | 0.0% | -26.8% | 0.007% | |
| 2/16/2026 | Venture Visionary Partners LLC | 1,200 | $232K | 0.0% | -20.0% | 0.004% | |
| 2/16/2026 | Piedmont Capital Management LLC NC | 636 | $123K | 0.1% | N/A | 0.002% | |
| 2/16/2026 | MML Investors Services LLC | 15,070 | $2.92M | 0.0% | -0.4% | 0.047% | |
| 2/16/2026 | Mariner LLC | 13,156 | $2.55M | 0.0% | -6.2% | 0.041% | |
| 2/16/2026 | Focus Partners Wealth | 16,726 | $3.24M | 0.0% | +36.0% | 0.052% | |
| 2/16/2026 | KCM Investment Advisors LLC | 270,951 | $52.46M | 1.7% | +0.6% | 0.836% | |
| 2/16/2026 | Arax Advisory Partners | 792 | $153K | 0.0% | N/A | 0.002% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 43,203 | $8.37M | 0.9% | N/A | 0.133% | |