| 7/1/2026 | Noble Wealth Management PBC | 5,839 | $1.17M | 0.5% | -9.5% | 0.010% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 8,734 | $1.24M | 0.6% | N/A | 0.015% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 2,370 | $337K | 0.2% | -95.5% | 0.004% | |
| 6/3/2026 | Parallel Advisors LLC | 40,578 | $5.77M | 0.1% | -1.8% | 0.069% | |
| 6/3/2026 | NewEdge Advisors LLC | 9,589 | $1.36M | 0.0% | -7.6% | 0.016% | |
| 5/27/2026 | Security Financial Services INC. | 1,446 | $206K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Western Wealth Management LLC | 291 | $41K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 1,612,286 | $229.25M | 0.0% | +0.3% | 2.735% | |
| 5/19/2026 | Arkadios Wealth Advisors | 18,066 | $2.57M | 0.0% | +151.5% | 0.031% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,179 | $168K | 0.0% | +21.4% | 0.002% | |
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| 5/18/2026 | Royal Bank of Canada | 305,941 | $43.50M | 0.0% | +75.4% | 0.519% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 893 | $127K | 0.0% | -6.9% | 0.002% | |
| 5/16/2026 | Quantinno Capital Management LP | 2,416 | $344K | 0.0% | -18.3% | 0.004% | |
| 5/16/2026 | Family Manage LLC | 34,181 | $4.86M | 0.6% | -4.2% | 0.058% | |
| 5/15/2026 | Windsor Advisory Group LLC | 361 | $51K | 0.0% | N/A | 0.001% | |
| 5/15/2026 | Waverly Advisors LLC | 4,658 | $662K | 0.0% | N/A | 0.008% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 2,069 | $294K | 0.1% | N/A | 0.004% | |
| 5/14/2026 | Hilltop Holdings Inc. | 13,701 | $1.95M | 0.2% | -1.2% | 0.023% | |
| 5/14/2026 | Modern Wealth Management LLC | 1,457 | $211K | 0.0% | N/A | 0.002% | |
| 5/14/2026 | Gibbs Wealth Management | 3,380 | $481K | 0.1% | +59.3% | 0.006% | |
| 5/14/2026 | Lido Advisors LLC | 132,336 | $18.82M | 0.1% | -15.8% | 0.224% | |
| 5/13/2026 | Cetera Investment Advisers | 194,434 | $27.65M | 0.0% | +87.7% | 0.330% | |
| 5/13/2026 | Lavaca Capital LLC | 460 | $65K | 0.0% | -46.4% | 0.001% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 2,576 | $366K | 0.0% | -13.4% | 0.004% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 8,940 | $1.27M | 0.8% | N/A | 0.015% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 2,900 | $412K | 0.0% | -11.8% | 0.005% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 558,535 | $79.42M | 0.0% | +1.5% | 0.947% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 1,009 | $143K | 0.1% | +16,716.7% | 0.002% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 8,121 | $1.16M | 0.2% | -3.4% | 0.014% | |
| 5/7/2026 | Parallel Advisors LLC | 40,578 | $5.77M | 0.1% | -1.8% | 0.069% | |
| 5/6/2026 | Dorsey Wright & Associates | 56,551 | $8.04M | 1.0% | N/A | 0.096% | |
| 5/6/2026 | Simon Quick Advisors LLC | 12,218 | $1.74M | 0.1% | -0.6% | 0.021% | |
| 5/6/2026 | Assetmark Inc. | 11,440 | $1.63M | 0.0% | -20.3% | 0.019% | |
| 5/6/2026 | Bessemer Group Inc. | 2,515 | $358K | 0.0% | +23.9% | 0.004% | |
| 5/6/2026 | SteelPeak Wealth LLC | 17,556 | $2.50M | 0.1% | +35.3% | 0.030% | |
| 5/6/2026 | Independent Financial Group LLC | 2,512 | $357K | 0.0% | N/A | 0.004% | |
| 5/5/2026 | Bank of New York Mellon Corp | 61,771 | $8.78M | 0.0% | -0.6% | 0.105% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 38,221 | $5.44M | 0.1% | +43,333.0% | 0.065% | |
| 5/5/2026 | Sanctuary Advisors LLC | 16,911 | $2.41M | 0.0% | +95.7% | 0.029% | |
| 5/5/2026 | Wealthgarden F.S. LLC | 2,929 | $417K | 0.3% | +45.3% | 0.005% | |
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| 5/5/2026 | Avantax Planning Partners Inc. | 25,573 | $3.64M | 0.1% | -0.4% | 0.043% | |
| 5/4/2026 | Summit Wealth Group LLC | 6,818 | $969K | 0.2% | -13.0% | 0.012% | |
| 5/4/2026 | Mattern Capital Management LLC | 2,485 | $353K | 0.0% | -10.1% | 0.004% | |
| 5/4/2026 | Legacy Capital Group California Inc. | 2,759 | $392K | 0.1% | N/A | 0.005% | |
| 5/4/2026 | Bleakley Financial Group LLC | 75,231 | $10.70M | 0.2% | +368.5% | 0.128% | |
| 5/4/2026 | State of Michigan Retirement System | 279,800 | $39.79M | 0.2% | -37.5% | 0.475% | |
| 5/2/2026 | International Assets Investment Management LLC | 354 | $51K | 0.0% | +181.0% | 0.001% | |
| 5/1/2026 | Fifth Third Bancorp | 9,213 | $1.31M | 0.0% | +13,061.4% | 0.016% | |
| 5/1/2026 | Simplicity Wealth LLC | 6,627 | $942K | 0.1% | N/A | 0.011% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 7,879 | $1.12M | 0.0% | N/A | 0.013% | |
| 4/30/2026 | Accredited Investors Inc. | 6,527 | $928K | 0.1% | N/A | 0.011% | |
| 4/30/2026 | Kestra Advisory Services LLC | 7,325 | $1.04M | 0.0% | +7.6% | 0.012% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 3,004 | $427K | 0.0% | N/A | 0.005% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 3,991 | $567K | 0.0% | N/A | 0.007% | |
| 4/29/2026 | Saxon Interests Inc. | 14,278 | $2.03M | 0.7% | -15.6% | 0.024% | |
| 4/29/2026 | Shelter Mutual Insurance Co | 2,657 | $375K | 0.1% | N/A | 0.005% | |
| 4/29/2026 | Signet Private Wealth LLC | 1,585 | $225K | 0.2% | N/A | 0.003% | |
| 4/28/2026 | Kathmere Capital Management LLC | 459,887 | $65.39M | 4.0% | -0.9% | 0.780% | |
| 4/28/2026 | Ascentis Independent Advisors | 2,802 | $398K | 0.0% | N/A | 0.005% | |
| 4/28/2026 | Stephens Inc. AR | 32,316 | $4.60M | 0.1% | +11.9% | 0.055% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 755 | $107K | 0.0% | N/A | 0.001% | |
| 4/28/2026 | NBT Bank N A NY | 1,214 | $173K | 0.0% | +786.1% | 0.002% | |
| 4/28/2026 | Matson Money. Inc. | 2,455,658 | $349.17M | 10.7% | -5.6% | 4.166% | |
| 4/28/2026 | WBH Advisory Inc. | 13,401 | $1.94M | 0.1% | N/A | 0.023% | |
| 4/27/2026 | Apeiron RIA LLC | 6,079 | $864K | 0.2% | N/A | 0.010% | |
| 4/27/2026 | World Investment Advisors | 9,256 | $1.32M | 0.0% | N/A | 0.016% | |
| 4/27/2026 | Private Advisor Group LLC | 10,510 | $1.49M | 0.0% | +20.0% | 0.018% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 22,271 | $3.17M | 0.1% | N/A | 0.038% | |
| 4/27/2026 | Sound Income Strategies LLC | 554 | $80K | 0.0% | +14.0% | 0.001% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 9,584 | $1.36M | 0.2% | +6.5% | 0.016% | |
| 4/25/2026 | KPP Advisory Services LLC | 6,080 | $865K | 0.1% | -12.2% | 0.010% | |
| 4/24/2026 | Syntax Research Inc. | 56,735 | $8.07M | 5.1% | -7.8% | 0.096% | |
| 4/24/2026 | Keystone Global Partners LLC | 19,159 | $2.72M | 1.2% | N/A | 0.033% | |
| 4/23/2026 | Financial & Tax Architects LLC | 15,959 | $2.27M | 0.5% | -5.6% | 0.027% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 15,077 | $2.14M | 0.2% | -0.6% | 0.026% | |
| 4/23/2026 | Brown Miller Wealth Management LLC | 3,991 | $567K | 0.2% | N/A | 0.007% | |
| 4/23/2026 | Apollon Financial LLC | 1,547 | $220K | 0.0% | N/A | 0.003% | |
| 4/23/2026 | Apollon Wealth Management LLC | 1,452 | $206K | 0.0% | N/A | 0.002% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 447,061 | $63.57M | 0.2% | +31.5% | 0.758% | |
| 4/22/2026 | Trilogy Capital Inc. | 21,779 | $3.10M | 0.1% | -10.7% | 0.037% | |
| 4/22/2026 | Traveka Wealth LLC | 7,526 | $1.07M | 0.4% | N/A | 0.013% | |
| 4/22/2026 | Keystone Financial Group Inc. | 11,195 | $1.59M | 0.8% | -2.9% | 0.019% | |
| 4/21/2026 | Sugar Maple Asset Management LLC | 2,685 | $382K | 0.2% | N/A | 0.005% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 173 | $25K | 0.0% | N/A | 0.000% | |
| 4/21/2026 | Fairvoy Private Wealth LLC | 1,969 | $280K | 0.1% | +24.7% | 0.003% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 25,991 | $3.70M | 0.0% | +878.2% | 0.044% | |
| 4/20/2026 | Breakwater Capital Group | 5,443 | $774K | 0.1% | +18.7% | 0.009% | |
| 4/20/2026 | RFG Advisory LLC | 5,568 | $792K | 0.0% | -5.0% | 0.009% | |
| 4/18/2026 | Stonehearth Capital Management LLC | 236,423 | $33.62M | 13.3% | -7.0% | 0.401% | |
| 4/17/2026 | SVB Wealth LLC | 30,523 | $4.34M | 0.3% | +5.6% | 0.052% | |
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| 4/17/2026 | Elk River Wealth Management LLC | 171,232 | $24.35M | 4.0% | -0.4% | 0.290% | |
| 4/17/2026 | Brookstone Capital Management | 7,266 | $1.03M | 0.0% | +9.4% | 0.012% | |
| 4/16/2026 | Tactive Advisors LLC | 49,860 | $7.09M | 2.0% | -9.9% | 0.085% | |
| 4/16/2026 | Montecito Bank & Trust | 3,267 | $465K | 0.1% | -16.1% | 0.006% | |
| 4/16/2026 | Diversified Trust Co | 11,181 | $1.59M | 0.0% | -10.0% | 0.019% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 2,672 | $365K | 0.0% | +26.2% | 0.005% | |
| 3/9/2026 | Corient Private Wealth LLC | 17,246 | $2.36M | 0.0% | +14.2% | 0.029% | |
| 3/6/2026 | Cedarwood Wealth LLC | 3,051 | $442K | 0.5% | N/A | 0.005% | |
| 3/4/2026 | SHP Wealth Management | 333 | $46K | 0.0% | N/A | 0.001% | |
| 2/27/2026 | OakTrust Wealth Advisors LLC | 2,009 | $275K | 0.3% | N/A | 0.003% | |