| 7/2/2026 | CX Institutional | 18,541 | $2.17M | 0.1% | -9.7% | 0.106% | |
| 6/18/2026 | Western Wealth Management LLC | 11,122 | $1.01M | 0.0% | +27.7% | 0.064% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 3,830 | $348K | 0.2% | N/A | 0.022% | |
| 6/3/2026 | NewEdge Advisors LLC | 43,735 | $3.98M | 0.0% | -5.5% | 0.250% | |
| 5/22/2026 | Verus Capital Partners LLC | 4,765 | $433K | 0.0% | +37.0% | 0.027% | |
| 5/19/2026 | Western Wealth Management LLC | 11,122 | $1.01M | 0.0% | +27.7% | 0.064% | |
| 5/19/2026 | McIlrath & Eck LLC | 2,328 | $212K | 0.0% | +4.5% | 0.013% | |
| 5/19/2026 | NewEdge Advisors LLC | 40,862 | $3.72M | 0.1% | -11.7% | 0.233% | |
| 5/19/2026 | Bank of America Corp DE | 8,146,712 | $740.86M | 0.1% | +156.3% | 46.553% | |
| 5/18/2026 | Royal Bank of Canada | 49,663 | $4.52M | 0.0% | -12.5% | 0.284% | |
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| 5/15/2026 | Waverly Advisors LLC | 366 | $33K | 0.0% | N/A | 0.002% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 2,931 | $267K | 0.1% | N/A | 0.017% | |
| 5/13/2026 | Cetera Investment Advisers | 100,723 | $9.16M | 0.0% | -9.2% | 0.576% | |
| 5/13/2026 | Envision Financial Transparency LLC | 2,800 | $255K | 0.2% | N/A | 0.016% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 18,495 | $1.68M | 0.0% | +16.9% | 0.106% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 983 | $89K | 0.0% | N/A | 0.006% | |
| 5/8/2026 | Johnson Financial Group Inc. | 11,315 | $1.03M | 0.0% | +16.9% | 0.065% | |
| 5/7/2026 | Marshall & Sterling Wealth Advisors Inc. | 8,073 | $734K | 0.5% | -2.2% | 0.046% | |
| 5/6/2026 | Assetmark Inc. | 63,403 | $5.77M | 0.0% | +5.3% | 0.362% | |
| 5/6/2026 | Independent Financial Group LLC | 2,634 | $240K | 0.0% | N/A | 0.015% | |
| 5/6/2026 | Birchwood Financial Partners Inc. | 6,614 | $601K | 0.6% | +54.1% | 0.038% | |
| 5/5/2026 | Bank of New York Mellon Corp | 218,006 | $19.83M | 0.0% | +46.5% | 1.246% | |
| 5/5/2026 | Sanctuary Advisors LLC | 2,407 | $219K | 0.0% | -9.6% | 0.014% | |
| 5/4/2026 | Sterling Group Wealth Management LLC | 4,287 | $390K | 0.2% | +54.7% | 0.024% | |
| 5/4/2026 | Abound Financial LLC | 5,853 | $532K | 0.2% | -9.9% | 0.033% | |
| 5/2/2026 | Diversify Wealth Management LLC | 2,866 | $261K | 0.0% | N/A | 0.016% | |
| 5/2/2026 | Valmark Advisers Inc. | 2,871 | $261K | 0.0% | -6.9% | 0.016% | |
| 5/1/2026 | Fifth Third Bancorp | 4,190 | $381K | 0.0% | N/A | 0.024% | |
| 5/1/2026 | WealthShield Partners LLC | 12,966 | $1.18M | 0.1% | +8.1% | 0.074% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 22,461 | $2.04M | 0.4% | -13.4% | 0.128% | |
| 4/30/2026 | Kestra Advisory Services LLC | 40,525 | $3.69M | 0.0% | +0.7% | 0.232% | |
| 4/29/2026 | Impact Investors Inc | 99,393 | $9.04M | 6.3% | +4.8% | 0.568% | |
| 4/29/2026 | Marino Stram & Associates LLC | 5,430 | $494K | 0.1% | -33.5% | 0.031% | |
| 4/29/2026 | Northwest Wealth Advisors LLC | 2,433 | $221K | 0.2% | N/A | 0.014% | |
| 4/29/2026 | Beacon Bank & Trust | 4,958 | $451K | 0.1% | -6.6% | 0.028% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 1,075 | $100K | 0.0% | +12.0% | 0.006% | |
| 4/28/2026 | Ascentis Independent Advisors | 38,015 | $3.46M | 0.3% | +281.8% | 0.217% | |
| 4/27/2026 | HB Wealth Management LLC | 12,044 | $1.10M | 0.0% | +17.1% | 0.069% | |
| 4/27/2026 | World Investment Advisors | 6,021 | $548K | 0.0% | -11.0% | 0.034% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 3,932 | $344K | 0.1% | +14.5% | 0.022% | |
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| 4/27/2026 | Private Advisor Group LLC | 50,803 | $4.62M | 0.0% | -8.1% | 0.290% | |
| 4/27/2026 | DeDora Capital Inc. | 77,638 | $7.06M | 1.7% | +5.1% | 0.444% | |
| 4/25/2026 | Keybank National Association OH | 37,820 | $3.44M | 0.0% | N/A | 0.216% | |
| 4/24/2026 | True Blue Financial LLC | 48,318 | $4.39M | 3.5% | +5.5% | 0.276% | |
| 4/24/2026 | Equita Financial Network Inc. | 23,013 | $2.09M | 0.7% | +4.9% | 0.132% | |
| 4/24/2026 | Prism Advisors Inc. | 7,806 | $710K | 0.2% | +46.5% | 0.045% | |
| 4/23/2026 | Vicus Capital | 7,523 | $684K | 0.1% | +2.2% | 0.043% | |
| 4/21/2026 | Falcon Wealth Planning | 18,184 | $1.65M | 0.1% | +2.7% | 0.104% | |
| 4/20/2026 | Greenup Street Wealth Management LLC | 4,713 | $429K | 0.1% | -17.3% | 0.027% | |
| 4/20/2026 | RFG Advisory LLC | 5,157 | $469K | 0.0% | -36.1% | 0.029% | |
| 4/20/2026 | Focused Wealth Management Inc | 2,299 | $209K | 0.0% | +10.2% | 0.013% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 16,382 | $1.60M | 0.0% | +810.1% | 0.094% | |
| 3/9/2026 | Corient Private Wealth LLC | 32,322 | $3.16M | 0.0% | -5.2% | 0.185% | |
| 2/26/2026 | Anchor Investment Management LLC | 300 | $29K | 0.0% | -54.5% | 0.002% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 4,292 | $420K | 0.4% | N/A | 0.025% | |
| 2/19/2026 | Corient Private Wealth LLC | 30,616 | $3.00M | 0.0% | -10.2% | 0.175% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 127,746 | $11.95M | 0.0% | +6.9% | 0.730% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 129,547 | $12.67M | 0.1% | +7.2% | 0.740% | |
| 2/18/2026 | EP Wealth Advisors LLC | 40,366 | $3.95M | 0.0% | N/A | 0.231% | |
| 2/18/2026 | NewEdge Advisors LLC | 46,284 | $4.53M | 0.0% | -7.7% | 0.264% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 953 | $93K | 0.1% | N/A | 0.005% | |
| 2/18/2026 | VestGen Advisors LLC | 5,343 | $523K | 0.0% | -37.0% | 0.031% | |
| 2/18/2026 | Maia Wealth LLC | 8,355 | $799K | 0.1% | +33.1% | 0.048% | |
| 2/18/2026 | IHT Wealth Management LLC | 16,677 | $1.63M | 0.0% | -3.3% | 0.095% | |
| 2/18/2026 | Chicago Wealth Management Inc. | 2,936 | $287K | 0.1% | +24.3% | 0.017% | |
| 2/17/2026 | Cetera Investment Advisers | 110,917 | $10.85M | 0.0% | +27.6% | 0.634% | |
| 2/17/2026 | Equitable Holdings Inc. | 17,318 | $1.69M | 0.0% | +28.0% | 0.099% | |
| 2/17/2026 | Osaic Holdings Inc. | 55,025 | $5.38M | 0.0% | +11.1% | 0.314% | |
| 2/17/2026 | Private Advisor Group LLC | 55,267 | $5.41M | 0.0% | -7.3% | 0.316% | |
| 2/17/2026 | Captrust Financial Advisors | 108,772 | $10.64M | 0.0% | +10.2% | 0.622% | |
| 2/17/2026 | &PARTNERS | 6,077 | $594K | 0.0% | N/A | 0.035% | |
| 2/17/2026 | Royal Bank of Canada | 56,763 | $5.55M | 0.0% | +1.2% | 0.324% | |
| 2/17/2026 | Abound Financial LLC | 6,497 | $635K | 0.1% | -5.2% | 0.037% | |
| 2/16/2026 | MML Investors Services LLC | 15,103 | $1.48M | 0.0% | +44.5% | 0.086% | |
| 2/16/2026 | Mariner LLC | 22,224 | $2.17M | 0.0% | -9.5% | 0.127% | |
| 2/16/2026 | Clarity Asset Management Inc. | 103,049 | $10.08M | 5.5% | +1.3% | 0.589% | |
| 2/16/2026 | Cornerstone Financial Management LLC | 13,395 | $1.31M | 1.2% | N/A | 0.077% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 23,191 | $2.27M | 0.0% | -1.0% | 0.133% | |
| 2/13/2026 | Kestra Advisory Services LLC | 40,257 | $3.94M | 0.0% | +60.7% | 0.230% | |
| 2/13/2026 | Parkside Financial Bank & Trust | 3,849 | $376K | 0.0% | -15.5% | 0.022% | |
| 2/13/2026 | UMB Bank n.a. | 27,607 | $2.70M | 0.0% | -2.5% | 0.158% | |
| 2/13/2026 | Stifel Financial Corp | 5,131 | $502K | 0.0% | +124.4% | 0.029% | |
| 2/13/2026 | Commerce Bank | 9,276 | $907K | 0.0% | +8.9% | 0.053% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 564 | $56K | 0.0% | +241.8% | 0.003% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 2,663 | $260K | 0.0% | -24.0% | 0.015% | |
| 2/13/2026 | OpenArc Corporate Advisory LLC | 2,681 | $262K | 0.0% | N/A | 0.015% | |
| 2/13/2026 | Golden State Wealth Management LLC | 5,373 | $526K | 0.1% | -1.9% | 0.031% | |
| 2/13/2026 | Uniting Wealth Partners LLC | 58,852 | $5.76M | 1.8% | +2.7% | 0.336% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 760 | $74K | 0.0% | N/A | 0.004% | |
| 2/13/2026 | Wells Fargo & Company MN | 52,736 | $5.16M | 0.0% | +1.2% | 0.301% | |
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| 2/12/2026 | Northwest & Ethical Investments L.P. | 1,315,300 | $128.64M | 2.9% | N/A | 7.516% | |
| 2/12/2026 | Johnson Financial Group Inc. | 9,683 | $947K | 0.0% | N/A | 0.055% | |
| 2/12/2026 | Rossby Financial LCC | 6,702 | $655K | 0.2% | -3.0% | 0.038% | |
| 2/12/2026 | Jane Street Group LLC | 23,633 | $2.31M | 0.0% | +87.1% | 0.135% | |
| 2/12/2026 | Brooklyn Investment Group | 9,690 | $959K | 0.0% | +133.8% | 0.055% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 6,979 | $683K | 0.0% | +118.6% | 0.040% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 678,284 | $66.34M | 0.1% | +15.2% | 3.876% | |
| 2/12/2026 | Columbia River Financial Group LLC | 2,857 | $279K | 0.2% | -9.0% | 0.016% | |
| 2/12/2026 | SBE LLC DBA Cedar Cove Wealth Partners | 20,903 | $2.04M | 1.1% | N/A | 0.119% | |
| 2/12/2026 | Investor s Fiduciary Advisor Network LLC | 5,261 | $514K | 0.1% | -4.9% | 0.030% | |