| 5/6/2026 | One Day In July LLC | 54,875 | $2.50M | 0.2% | -0.9% | 0.133% | |
| 5/5/2026 | D.A. Davidson & CO. | 12,018 | $547K | 0.0% | -1.8% | 0.029% | |
| 5/5/2026 | Bank of New York Mellon Corp | 438,368 | $19.95M | 0.0% | +27.6% | 1.061% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 19,908 | $906K | 0.2% | +64.1% | 0.048% | |
| 5/5/2026 | Sanctuary Advisors LLC | 7,973 | $363K | 0.0% | -24.4% | 0.019% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 4,907 | $223K | 0.0% | -6.2% | 0.012% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 401,443 | $18.27M | 0.3% | -1.9% | 0.972% | |
| 5/4/2026 | Abound Financial LLC | 11,836 | $539K | 0.2% | -17.9% | 0.029% | |
| 5/4/2026 | Vantage Point Financial LLC | 5,025 | $229K | 0.1% | -13.5% | 0.012% | |
| 5/1/2026 | Fifth Third Bancorp | 3,629 | $165K | 0.0% | N/A | 0.009% | |
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| 5/1/2026 | EQ Wealth Advisors LLC | 5,147 | $234K | 0.1% | -5.2% | 0.012% | |
| 5/1/2026 | WealthShield Partners LLC | 30,229 | $1.38M | 0.2% | +8.5% | 0.073% | |
| 4/30/2026 | Hsbc Holdings PLC | 49,698 | $2.26M | 0.0% | +0.5% | 0.120% | |
| 4/30/2026 | Millstone Evans Group LLC | 1,454 | $66K | 0.0% | -29.5% | 0.004% | |
| 4/30/2026 | Kestra Advisory Services LLC | 41,915 | $1.91M | 0.0% | +2.4% | 0.101% | |
| 4/27/2026 | PFG Investments LLC | 12,530 | $570K | 0.0% | +11.6% | 0.030% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 8,213 | $374K | 0.0% | +4.2% | 0.020% | |
| 4/27/2026 | Private Advisor Group LLC | 46,923 | $2.14M | 0.0% | -5.1% | 0.114% | |
| 4/27/2026 | DeDora Capital Inc. | 8,135 | $370K | 0.1% | N/A | 0.020% | |
| 4/27/2026 | Trademark Financial Management LLC | 9,168 | $417K | 0.2% | -3.6% | 0.022% | |
| 4/25/2026 | rebel Financial LLC | 89,316 | $4.06M | 1.8% | +3.6% | 0.216% | |
| 4/24/2026 | First Pacific Financial | 10,658 | $485K | 0.1% | -2.2% | 0.026% | |
| 4/24/2026 | Equita Financial Network Inc. | 52,803 | $2.40M | 0.8% | +6.0% | 0.128% | |
| 4/24/2026 | Strategic Point Investment Advisors LLC | 44,205 | $2.01M | 0.3% | -2.7% | 0.107% | |
| 4/23/2026 | Private Wealth Management Group LLC | 28,971 | $1.32M | 0.3% | +2.4% | 0.070% | |
| 4/23/2026 | Clarity Wealth Development LLC | 9,246 | $421K | 0.3% | -3.6% | 0.022% | |
| 4/23/2026 | Vicus Capital | 87,818 | $4.00M | 0.3% | -6.0% | 0.213% | |
| 4/22/2026 | DDFG Inc | 12,875 | $586K | 0.1% | +1.7% | 0.031% | |
| 4/21/2026 | Falcon Wealth Planning | 33,510 | $1.53M | 0.1% | -8.0% | 0.081% | |
| 4/21/2026 | Penobscot Wealth Management | 9,309 | $424K | 0.1% | +4.5% | 0.023% | |
| 4/20/2026 | RFG Advisory LLC | 10,751 | $489K | 0.0% | -41.5% | 0.026% | |
| 4/18/2026 | CENTRAL TRUST Co | 16,125 | $734K | 0.0% | -1.9% | 0.039% | |
| 4/17/2026 | Johnson Bixby & Associates LLC | 7,590 | $345K | 0.0% | -22.6% | 0.018% | |
| 4/16/2026 | Triad Wealth Partners LLC | 5,025 | $229K | 0.0% | -13.5% | 0.012% | |
| 3/20/2026 | Hsbc Holdings PLC | 49,460 | $2.23M | 0.0% | -3.0% | 0.120% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 18,617 | $839K | 0.0% | +21.0% | 0.045% | |
| 3/9/2026 | Corient Private Wealth LLC | 119,244 | $5.37M | 0.0% | -3.2% | 0.289% | |
| 3/6/2026 | Hsbc Holdings PLC | 49,460 | $2.23M | 0.0% | -3.0% | 0.120% | |
| 2/19/2026 | Compound Planning Inc. | 6,007 | $271K | 0.0% | -5.2% | 0.015% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 19,488 | $878K | 0.0% | +6.1% | 0.047% | |
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| 2/19/2026 | Birchwood Financial Partners Inc. | 1,867 | $84K | 0.1% | N/A | 0.005% | |
| 2/19/2026 | Corient Private Wealth LLC | 114,921 | $5.18M | 0.0% | -6.7% | 0.278% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 679,923 | $30.63M | 0.0% | +2.1% | 1.646% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 439,525 | $19.80M | 0.1% | +12.1% | 1.064% | |
| 2/18/2026 | EP Wealth Advisors LLC | 93,900 | $4.23M | 0.0% | N/A | 0.227% | |
| 2/18/2026 | NewEdge Advisors LLC | 106,578 | $4.80M | 0.0% | -4.4% | 0.258% | |
| 2/18/2026 | VestGen Advisors LLC | 12,990 | $585K | 0.0% | -41.4% | 0.031% | |
| 2/17/2026 | Cetera Investment Advisers | 189,251 | $8.53M | 0.0% | +10.0% | 0.458% | |
| 2/17/2026 | Equitable Holdings Inc. | 73,521 | $3.31M | 0.0% | +29.3% | 0.178% | |
| 2/17/2026 | Osaic Holdings Inc. | 36,307 | $1.64M | 0.0% | -30.4% | 0.088% | |
| 2/17/2026 | Captrust Financial Advisors | 238,109 | $10.73M | 0.0% | +11.1% | 0.577% | |
| 2/17/2026 | &PARTNERS | 47,290 | $2.13M | 0.0% | +49.0% | 0.115% | |
| 2/17/2026 | Royal Bank of Canada | 164,201 | $7.40M | 0.0% | +36.6% | 0.398% | |
| 2/17/2026 | Abound Financial LLC | 14,413 | $649K | 0.2% | -9.1% | 0.035% | |
| 2/16/2026 | MML Investors Services LLC | 27,456 | $1.24M | 0.0% | +62.0% | 0.066% | |
| 2/16/2026 | Mariner LLC | 234,287 | $10.56M | 0.0% | -0.2% | 0.567% | |
| 2/16/2026 | Focus Partners Wealth | 32,968 | $1.49M | 0.0% | +7.3% | 0.080% | |
| 2/16/2026 | Clarity Asset Management Inc. | 109,086 | $4.91M | 2.7% | +1.9% | 0.264% | |
| 2/13/2026 | Kestra Advisory Services LLC | 40,918 | $1.84M | 0.0% | +21.5% | 0.099% | |
| 2/13/2026 | Parkside Financial Bank & Trust | 7,569 | $341K | 0.0% | -18.8% | 0.018% | |
| 2/13/2026 | Plum Street Advisors LLC | 77,532 | $3.49M | 1.2% | +42.4% | 0.188% | |
| 2/13/2026 | UMB Bank n.a. | 34,145 | $1.54M | 0.0% | -1.6% | 0.083% | |
| 2/13/2026 | Stifel Financial Corp | 54,433 | $2.45M | 0.0% | -0.7% | 0.132% | |
| 2/13/2026 | Commerce Bank | 24,165 | $1.09M | 0.0% | +0.9% | 0.059% | |
| 2/13/2026 | Balanced Rock Investment Advisors LLC | 57,685 | $2.60M | 1.8% | -2.2% | 0.140% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 1,989 | $90K | 0.0% | +192.5% | 0.005% | |
| 2/13/2026 | Morgan Stanley | 1,232,845 | $55.54M | 0.0% | +2.6% | 2.985% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 16,710 | $753K | 0.0% | -24.5% | 0.040% | |
| 2/13/2026 | OpenArc Corporate Advisory LLC | 11,425 | $515K | 0.0% | N/A | 0.028% | |
| 2/13/2026 | Wells Fargo & Company MN | 45,599 | $2.05M | 0.0% | +10.5% | 0.110% | |
| 2/12/2026 | Rossby Financial LCC | 12,744 | $574K | 0.2% | -2.6% | 0.031% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 7,552 | $340K | 0.0% | +20.2% | 0.018% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 1,005,224 | $45.29M | 0.1% | +30.9% | 2.434% | |
| 2/12/2026 | Penobscot Wealth Management | 8,911 | $401K | 0.1% | +3.1% | 0.022% | |
| 2/12/2026 | SBE LLC DBA Cedar Cove Wealth Partners | 18,803 | $847K | 0.4% | N/A | 0.046% | |
| 2/12/2026 | Investor s Fiduciary Advisor Network LLC | 13,359 | $601K | 0.1% | +6.1% | 0.032% | |
| 2/12/2026 | Wilmington Savings Fund Society FSB | 108,565 | $4.89M | 0.1% | +26.5% | 0.263% | |
| 2/12/2026 | Riverwater Partners LLC | 6,541 | $295K | 0.1% | +4.4% | 0.016% | |
| 2/12/2026 | Wescott Financial Advisory Group LLC | 24,183 | $1.09M | 0.1% | +12.0% | 0.059% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 45,759 | $2.06M | 0.2% | +3.0% | 0.111% | |
| 2/11/2026 | Fund Evaluation Group LLC | 205,534 | $9.26M | 0.3% | -1.9% | 0.498% | |
| 2/11/2026 | Capital Analysts LLC | 15,311 | $690K | 0.0% | +2.6% | 0.037% | |
| 2/11/2026 | TIAA Trust National Association | 4,868,104 | $219.31M | 0.5% | +4.2% | 11.787% | |
| 2/11/2026 | LPL Financial LLC | 1,789,579 | $80.62M | 0.0% | +26.1% | 4.333% | |
| 2/11/2026 | JPMorgan Chase & Co. | 2,027,216 | $91.33M | 0.0% | -0.3% | 4.909% | |
| 2/11/2026 | OneAscent Financial Services LLC | 4,502 | $203K | 0.0% | -6.7% | 0.011% | |
| 2/11/2026 | Verus Capital Partners LLC | 10,621 | $478K | 0.0% | +10.6% | 0.026% | |
| 2/10/2026 | Lido Advisors LLC | 6,911 | $311K | 0.0% | N/A | 0.017% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 82,316 | $3.71M | 0.0% | +14.2% | 0.199% | |
| 2/10/2026 | Old Peak Finance LLC | 11,551 | $520K | 0.3% | N/A | 0.028% | |
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| 2/10/2026 | One Capital Management LLC | 116,314 | $5.24M | 0.2% | +103.0% | 0.282% | |
| 2/10/2026 | Hilltop Partners LLC | 5,162 | $233K | 0.1% | -8.0% | 0.012% | |
| 2/10/2026 | Blueline Advisors LLC | 11,793 | $531K | 0.4% | N/A | 0.029% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 30,914 | $1.39M | 0.0% | +5.4% | 0.075% | |
| 2/10/2026 | Savant Capital LLC | 86,773 | $3.91M | 0.0% | -8.2% | 0.210% | |
| 2/9/2026 | Flputnam Investment Management Co. | 14,939 | $673K | 0.0% | -4.4% | 0.036% | |
| 2/9/2026 | Diversified Portfolios Inc. | 19,206 | $865K | 0.1% | -1.4% | 0.047% | |
| 2/9/2026 | Harbour Investments Inc. | 22,922 | $1.03M | 0.0% | +9.1% | 0.056% | |
| 2/9/2026 | Pathfinder Wealth Consulting Inc. | 16,237 | $731K | 0.5% | N/A | 0.039% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 19,488 | $878K | 0.0% | +6.1% | 0.047% | |