| 7/7/2026 | First Citizens Financial Corp | 17,081 | $708K | 0.3% | -3.6% | 0.011% | |
| 7/7/2026 | CoreCap Advisors LLC | 3,113 | $129K | 0.0% | -7.2% | 0.002% | |
| 7/2/2026 | CX Institutional | 201,194 | $8.34M | 0.2% | +2.7% | 0.130% | |
| 6/3/2026 | Parallel Advisors LLC | 476,166 | $20.27M | 0.4% | -13.3% | 0.308% | |
| 5/19/2026 | Arkadios Wealth Advisors | 807,215 | $34.36M | 0.6% | +6.5% | 0.523% | |
| 5/18/2026 | Empire Financial Management Company LLC | 4,862 | $207K | 0.0% | N/A | 0.003% | |
| 5/14/2026 | Hilltop Holdings Inc. | 12,466 | $531K | 0.0% | -21.4% | 0.008% | |
| 5/7/2026 | Parallel Advisors LLC | 476,166 | $20.27M | 0.4% | -13.3% | 0.308% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 98,851 | $4.21M | 0.4% | +6.2% | 0.064% | |
| 5/6/2026 | Centennial Bank AR | 19,765 | $841K | 0.3% | +304.4% | 0.013% | |
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| 5/6/2026 | Gould Asset Management LLC CA | 55,805 | $2.38M | 0.4% | -4.4% | 0.036% | |
| 5/6/2026 | Bessemer Group Inc. | 1,251 | $53K | 0.0% | N/A | 0.001% | |
| 5/5/2026 | Bank of New York Mellon Corp | 2,872,140 | $122.24M | 0.0% | +8.2% | 1.860% | |
| 5/2/2026 | Anchor Investment Management LLC | 3,446 | $147K | 0.0% | -14.3% | 0.002% | |
| 4/28/2026 | Whittier Trust Co. | 3,773 | $163K | 0.0% | -23.0% | 0.002% | |
| 4/28/2026 | NBT Bank N A NY | 1,790 | $76K | 0.0% | +4,489.7% | 0.001% | |
| 4/24/2026 | Root Financial Partners LLC | 3,683 | $157K | 0.0% | -16.5% | 0.002% | |
| 4/24/2026 | Argent Advisors Inc. | 94,507 | $4.02M | 1.1% | +4.1% | 0.061% | |
| 4/23/2026 | Vicus Capital | 31,590 | $1.34M | 0.1% | +2.1% | 0.020% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 459,834 | $19.57M | 0.0% | +1.6% | 0.298% | |
| 4/20/2026 | Fifth Third Wealth Advisors LLC | 55,120 | $2.35M | 0.1% | +31.9% | 0.036% | |
| 4/17/2026 | Essex Bank | 5,463 | $233K | 0.1% | -4.5% | 0.004% | |
| 4/17/2026 | AdvisorNet Financial Inc | 419,077 | $17.84M | 0.9% | -0.9% | 0.271% | |
| 4/17/2026 | Community Bank & Trust Waco Texas | 9,356 | $398K | 0.1% | -3.5% | 0.006% | |
| 4/16/2026 | Park National Corp OH | 23,760 | $1.01M | 0.0% | N/A | 0.015% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 11,420 | $486K | 0.0% | +16.9% | 0.007% | |
| 3/2/2026 | Sankala Group LLC | 10,674 | $421K | 0.3% | N/A | 0.007% | |
| 2/26/2026 | Anchor Investment Management LLC | 4,020 | $159K | 0.0% | -20.4% | 0.003% | |
| 2/18/2026 | Strive Financial Group LLC | 929 | $37K | 0.0% | N/A | 0.001% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 40,373 | $1.59M | 0.3% | -1.9% | 0.026% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 21,567 | $851K | 0.1% | +22.2% | 0.014% | |
| 2/18/2026 | Centennial Bank AR | 4,887 | $193K | 0.1% | +52.1% | 0.003% | |
| 2/18/2026 | Align Financial LLC | 95,587 | $3.77M | 0.0% | N/A | 0.062% | |
| 2/17/2026 | Hilltop Holdings Inc. | 15,854 | $625K | 0.0% | -22.7% | 0.010% | |
| 2/17/2026 | Advisory Services Network LLC | 45,354 | $1.79M | 0.0% | +13.2% | 0.029% | |
| 2/17/2026 | Captrust Financial Advisors | 119,234 | $4.70M | 0.0% | +1.3% | 0.077% | |
| 2/13/2026 | Arkadios Wealth Advisors | 757,654 | $29.89M | 0.6% | +5.4% | 0.491% | |
| 2/12/2026 | Columbia River Financial Group LLC | 26,952 | $1.06M | 0.7% | -1.9% | 0.017% | |
| 2/12/2026 | Colonial Trust Advisors | 1,900 | $75K | 0.0% | +43.9% | 0.001% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 452,713 | $17.86M | 0.0% | +6.6% | 0.293% | |
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| 2/11/2026 | Alteri Wealth LLC | 43,406 | $1.71M | 0.6% | +3.5% | 0.028% | |
| 2/11/2026 | Winnow Wealth LLC | 18,233 | $729K | 0.5% | -9.6% | 0.012% | |
| 2/11/2026 | Monetary Management Group Inc. | 36,000 | $1.42M | 0.3% | -2.7% | 0.023% | |
| 2/11/2026 | Hilton Head Capital Partners LLC | 1,856 | $73K | 0.0% | N/A | 0.001% | |
| 2/11/2026 | JPMorgan Chase & Co. | 1,058,871 | $41.77M | 0.0% | +4.9% | 0.686% | |
| 2/11/2026 | Dearborn Partners LLC | 17,154 | $677K | 0.0% | +9.5% | 0.011% | |
| 2/11/2026 | Parallel Advisors LLC | 549,287 | $21.67M | 0.4% | +0.7% | 0.356% | |
| 2/11/2026 | Argent Advisors Inc. | 90,814 | $3.58M | 1.0% | -6.2% | 0.059% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 93,114 | $3.67M | 0.3% | +4.4% | 0.060% | |
| 2/10/2026 | Bank of New York Mellon Corp | 2,653,881 | $104.70M | 0.0% | +4.7% | 1.718% | |
| 2/10/2026 | One Capital Management LLC | 299,631 | $11.82M | 0.4% | -0.3% | 0.194% | |
| 2/10/2026 | Operose Advisors LLC | 127,529 | $5.03M | 1.2% | -9.4% | 0.083% | |
| 2/9/2026 | Fisher Asset Management LLC | 13,235 | $522K | 0.0% | N/A | 0.009% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 35,552 | $1.40M | 0.1% | -23.3% | 0.023% | |
| 2/6/2026 | Motco | 41,393 | $1.63M | 0.1% | -1.0% | 0.027% | |
| 2/6/2026 | BlueStem Wealth Partners LLC | 27,464 | $1.08M | 0.1% | +21.1% | 0.018% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 8,765 | $346K | 0.0% | +39.2% | 0.006% | |
| 2/5/2026 | TD Private Client Wealth LLC | 460,223 | $18.16M | 0.4% | +11.2% | 0.298% | |
| 2/4/2026 | Liberty Wealth Management LLC | 7,524 | $297K | 0.0% | +32.5% | 0.005% | |
| 2/3/2026 | Vantage Financial Partners LLC | 185,536 | $7.32M | 1.5% | +3.6% | 0.120% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 25,364 | $1.00M | 0.0% | +28.2% | 0.016% | |
| 1/28/2026 | Planned Solutions Inc. | 19,831 | $782K | 0.3% | -4.4% | 0.013% | |
| 1/27/2026 | Meritage Portfolio Management | 12,923 | $510K | 0.0% | +4.6% | 0.008% | |
| 1/26/2026 | Whittier Trust Co. | 4,900 | $195K | 0.0% | -12.5% | 0.003% | |
| 1/26/2026 | Private Trust Co. NA | 6,143 | $242K | 0.0% | -22.8% | 0.004% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 9,765 | $385K | 0.0% | N/A | 0.006% | |
| 1/23/2026 | Farther Finance Advisors LLC | 83,329 | $3.29M | 0.0% | +97.9% | 0.054% | |
| 1/22/2026 | Vicus Capital | 30,926 | $1.22M | 0.1% | +2.5% | 0.020% | |
| 1/20/2026 | AdvisorNet Financial Inc | 422,823 | $16.68M | 0.9% | +3.5% | 0.274% | |
| 1/20/2026 | SOA Wealth Advisors LLC. | 60,217 | $2.38M | 0.2% | +5,809.4% | 0.039% | |
| 1/15/2026 | Lodestone Wealth Management LLC | 5,362 | $212K | 0.1% | N/A | 0.003% | |
| 1/13/2026 | CoreCap Advisors LLC | 2,219 | $88K | 0.0% | +62.2% | 0.001% | |
| 1/12/2026 | Heartwood Wealth Advisors LLC | 174,151 | $6.87M | 0.6% | +6.4% | 0.113% | |
| 1/12/2026 | Stolper Co | 36,301 | $1.43M | 0.4% | -0.8% | 0.024% | |
| 1/9/2026 | Sunflower Bank N.A. | 38,581 | $1.52M | 0.4% | -2.7% | 0.025% | |
| 1/6/2026 | First Citizens Financial Corp | 17,719 | $699K | 0.3% | +185.8% | 0.011% | |
| 1/1/2026 | JPMorgan Chase & Co. | 1,009,558 | $36.90M | 0.0% | +2.2% | 0.654% | |
| 12/23/2025 | Triumph Capital Management | 4,013 | $147K | 0.0% | N/A | 0.003% | |
| 12/2/2025 | IFP Advisors Inc | 49,570 | $1.81M | 0.0% | +37.9% | 0.032% | |
| 11/19/2025 | First Commonwealth Financial Corp PA | 41,139 | $1.50M | 0.3% | +6.6% | 0.027% | |
| 11/19/2025 | Sunbelt Securities Inc. | 17,880 | $654K | 0.0% | -9.8% | 0.012% | |
| 11/19/2025 | Captrust Financial Advisors | 117,724 | $4.30M | 0.0% | +28.4% | 0.076% | |
| 11/17/2025 | Triumph Capital Management | 4,013 | $147K | 0.0% | N/A | 0.003% | |
| 11/14/2025 | One Capital Management LLC | 300,539 | $10.99M | 0.4% | -6.4% | 0.195% | |
| 11/14/2025 | Elite Financial Inc. | 36,245 | $1.38M | 0.6% | -2.9% | 0.023% | |
| 11/14/2025 | Columbia River Financial Group LLC | 27,472 | $1.04M | 0.6% | -1.6% | 0.018% | |
| 11/13/2025 | Barometer Capital Management Inc. | 6,300 | $230K | 0.1% | -47.1% | 0.004% | |
| 11/13/2025 | Parallel Advisors LLC | 545,687 | $19.95M | 0.4% | +4.7% | 0.353% | |
| 11/12/2025 | BlueStem Wealth Partners LLC | 22,674 | $829K | 0.1% | +40.2% | 0.015% | |
| 11/10/2025 | Colonial Trust Co SC | 1,546 | $54K | 0.0% | -27.1% | 0.001% | |
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| 11/10/2025 | EverSource Wealth Advisors LLC | 46,347 | $1.69M | 0.1% | +1.7% | 0.030% | |
| 11/10/2025 | American Money Management LLC | 95,091 | $3.48M | 0.6% | -4.5% | 0.062% | |
| 11/10/2025 | Alteri Wealth LLC | 41,930 | $1.53M | 0.5% | +35.3% | 0.027% | |
| 11/10/2025 | Dearborn Partners LLC | 15,667 | $573K | 0.0% | +15.9% | 0.010% | |
| 11/7/2025 | Centennial Bank AR | 3,212 | $117K | 0.0% | N/A | 0.002% | |
| 11/7/2025 | JPMorgan Chase & Co. | 1,009,558 | $36.90M | 0.0% | +2.2% | 0.654% | |
| 11/5/2025 | Prime Capital Investment Advisors LLC | 25,715 | $940K | 0.0% | +1.7% | 0.017% | |
| 11/5/2025 | Vantage Financial Partners LLC | 179,042 | $6.54M | 1.4% | +18.6% | 0.116% | |
| 11/4/2025 | Jones Financial Companies Lllp | 195,586 | $7.13M | 0.0% | +21.2% | 0.127% | |
| 11/4/2025 | Essex Bank | 5,719 | $209K | 0.0% | N/A | 0.004% | |