| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 25,751 | $4.04M | 0.1% | -1.5% | 0.012% | |
| 6/25/2026 | Hamilton Wealth LLC | 2,735 | $378K | 0.1% | +5.7% | 0.001% | |
| 6/24/2026 | Redwood Investment Management LLC | 3,600 | $498K | 0.1% | -5.3% | 0.002% | |
| 6/22/2026 | Sapient Capital LLC | 16,704 | $2.31M | 0.0% | +2.5% | 0.008% | |
| 6/9/2026 | Rathbones Group PLC | 27,575 | $3.82M | 0.0% | +0.8% | 0.013% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 5,115 | $708K | 0.0% | +9.4% | 0.002% | |
| 6/3/2026 | Parallel Advisors LLC | 58,325 | $8.07M | 0.1% | +1.7% | 0.028% | |
| 6/3/2026 | NewEdge Advisors LLC | 17,024 | $2.36M | 0.0% | +28.3% | 0.008% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 3,669 | $508K | 0.1% | N/A | 0.002% | |
| 6/1/2026 | Keel Point LLC | 36,550 | $5.06M | 0.3% | +4.3% | 0.018% | |
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| 5/29/2026 | Mullaney Keating & Wright Inc. | 61,625 | $8.53M | 4.6% | +1.2% | 0.030% | |
| 5/27/2026 | Capasso Planning Partners LLC | 2,411 | $334K | 0.2% | +5.6% | 0.001% | |
| 5/26/2026 | Glenmede Trust Co. NA | 60,886 | $8.43M | 0.0% | +9.1% | 0.029% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 9,294 | $1.29M | 0.3% | +25.1% | 0.004% | |
| 5/19/2026 | Bank of America Corp DE | 1,384,455 | $191.57M | 0.0% | +9.7% | 0.669% | |
| 5/19/2026 | Hamilton Wealth LLC | 5,470 | $757K | 0.1% | +111.4% | 0.003% | |
| 5/19/2026 | Alexander Labrunerie & CO. Inc. | 3,665 | $507K | 0.2% | N/A | 0.002% | |
| 5/19/2026 | Edgestream Partners L.P. | 3,548 | $491K | 0.0% | -57.7% | 0.002% | |
| 5/19/2026 | Centaurus Financial Inc. | 138,506 | $19.17M | 0.9% | +5.1% | 0.067% | |
| 5/18/2026 | Guardian Partners Inc. | 165,370 | $22.88M | 1.9% | N/A | 0.080% | |
| 5/18/2026 | Royal Bank of Canada | 463,648 | $64.15M | 0.0% | -32.4% | 0.224% | |
| 5/16/2026 | Quantinno Capital Management LP | 164,794 | $22.80M | 0.0% | -13.2% | 0.080% | |
| 5/16/2026 | Lazard Asset Management LLC | 17,949 | $2.48M | 0.0% | -44.8% | 0.009% | |
| 5/15/2026 | 44 Wealth Management LLC | 5,505 | $762K | 0.3% | +139.6% | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 85,006 | $11.76M | 0.1% | -0.3% | 0.041% | |
| 5/15/2026 | Vivaldi Capital Management LP | 39,054 | $5.40M | 0.7% | +4.2% | 0.019% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 2,707 | $375K | 0.0% | +7.4% | 0.001% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 9,709 | $1.34M | 0.1% | -18.7% | 0.005% | |
| 5/14/2026 | Modern Wealth Management LLC | 7,042 | $984K | 0.0% | -11.0% | 0.003% | |
| 5/14/2026 | Bank of Nova Scotia | 356,920 | $49.39M | 0.1% | +206.8% | 0.173% | |
| 5/14/2026 | Lido Advisors LLC | 219,746 | $30.41M | 0.1% | -34.7% | 0.106% | |
| 5/13/2026 | Cetera Investment Advisers | 111,218 | $15.39M | 0.0% | +5.9% | 0.054% | |
| 5/13/2026 | Aureus Asset Management LLC | 3,585 | $496K | 0.0% | N/A | 0.002% | |
| 5/13/2026 | Cambridge Associates LLC MA ADV | 274,706 | $38.01M | 0.6% | +2.7% | 0.133% | |
| 5/13/2026 | NewEdge Wealth LLC | 12,558 | $1.74M | 0.0% | -77.7% | 0.006% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 15,028 | $2.08M | 0.0% | +2.8% | 0.007% | |
| 5/13/2026 | First Trust Advisors LP | 9,012 | $1.25M | 0.0% | -34.5% | 0.004% | |
| 5/12/2026 | Clal Insurance Enterprises Holdings Ltd | 921,500 | $127.51M | 0.8% | +360.8% | 0.446% | |
| 5/12/2026 | Bellwether Advisors LLC | 5,748 | $795K | 0.1% | -1.9% | 0.003% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,388,478 | $192.12M | 0.1% | +0.1% | 0.671% | |
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| 5/8/2026 | Maimon Wealth Management LTD. | 1,990 | $267K | 0.2% | +25.2% | 0.001% | |
| 5/8/2026 | HF Capital LLC | 903,075 | $124.96M | 52.2% | +70.6% | 0.437% | |
| 5/7/2026 | AlTi Global Inc. | 90,534 | $12.53M | 0.3% | +1.5% | 0.044% | |
| 5/7/2026 | WCM Investment Management LLC | 70,462 | $9.46M | 0.0% | -49.6% | 0.034% | |
| 5/7/2026 | Lowe Brockenbrough & Co. Inc. | 641,227 | $88.73M | 4.4% | -1.2% | 0.310% | |
| 5/7/2026 | Scarborough Advisors LLC | 1,247 | $173K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Parallel Advisors LLC | 58,325 | $8.07M | 0.1% | +1.7% | 0.028% | |
| 5/7/2026 | Sentinel Trust Co. LBA | 217,968 | $30.16M | 3.0% | +4.9% | 0.105% | |
| 5/7/2026 | KBC Group NV | 7,619 | $1.05M | 0.0% | +15.3% | 0.004% | |
| 5/6/2026 | Jennison Associates LLC | 183,285 | $25.36M | 0.0% | +1.1% | 0.089% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 945 | $142K | 0.0% | +90.9% | 0.000% | |
| 5/6/2026 | Centennial Bank AR | 87,215 | $12.07M | 4.3% | +2.8% | 0.042% | |
| 5/6/2026 | Gryphon Financial Partners LLC | 120,253 | $16.64M | 1.7% | +1.3% | 0.058% | |
| 5/6/2026 | Arcus Capital Partners LLC | 13,673 | $1.89M | 0.7% | -32.4% | 0.007% | |
| 5/6/2026 | Advisortrust Partners LLC | 229 | $32K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Assetmark Inc. | 433,891 | $60.04M | 0.1% | +0.3% | 0.210% | |
| 5/6/2026 | Barings LLC | 34,394 | $4.76M | 0.1% | +2.9% | 0.017% | |
| 5/6/2026 | Bessemer Group Inc. | 514,494 | $71.19M | 0.1% | -28.3% | 0.249% | |
| 5/6/2026 | SteelPeak Wealth LLC | 48,597 | $6.72M | 0.2% | +73.7% | 0.023% | |
| 5/5/2026 | Wealthfront Advisers LLC | 25,262 | $3.50M | 0.0% | +44.0% | 0.012% | |
| 5/5/2026 | Bank of New York Mellon Corp | 372,021 | $51.48M | 0.0% | -8.4% | 0.180% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 34,207 | $4.73M | 0.0% | +54.7% | 0.017% | |
| 5/5/2026 | Mass General Brigham Inc | 2,153,477 | $292.71M | 62.4% | -53.3% | 1.041% | |
| 5/5/2026 | Sanctuary Advisors LLC | 23,912 | $3.31M | 0.0% | -0.7% | 0.012% | |
| 5/5/2026 | Sigma Planning Corp | 8,706 | $1.21M | 0.0% | -10.9% | 0.004% | |
| 5/4/2026 | AMG National Trust Bank | 13,322 | $1.84M | 0.0% | +6.2% | 0.006% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 13,611 | $1.88M | 0.0% | +3.5% | 0.007% | |
| 5/4/2026 | Bleakley Financial Group LLC | 18,566 | $2.57M | 0.0% | +2.0% | 0.009% | |
| 5/4/2026 | IFC Advisors LLC | 104,276 | $14.43M | 2.1% | -0.4% | 0.050% | |
| 5/4/2026 | Y.D. More Investments Ltd | 42,739 | $5.84M | 0.2% | +31.0% | 0.021% | |
| 5/4/2026 | Procyon Advisors LLC | 36,886 | $5.10M | 0.1% | -1.3% | 0.018% | |
| 5/2/2026 | Arlington Capital Management Inc. | 171,025 | $23.67M | 13.3% | N/A | 0.083% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 3,735 | $517K | 0.0% | N/A | 0.002% | |
| 5/1/2026 | Fifth Third Bancorp | 101,479 | $14.04M | 0.0% | +584.8% | 0.049% | |
| 5/1/2026 | American Trust | 3,134 | $434K | 0.0% | -22.1% | 0.002% | |
| 5/1/2026 | Warburton Capital Management LLC | 2,074 | $300K | 0.1% | -14.3% | 0.001% | |
| 5/1/2026 | Brown University | 35,400 | $4.90M | 4.8% | N/A | 0.017% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 1,197,896 | $165.75M | 0.9% | -3.9% | 0.579% | |
| 5/1/2026 | Beirne Wealth Consulting Services LLC | 30,403 | $4.21M | 1.2% | -9.3% | 0.015% | |
| 4/30/2026 | Equitable Trust Co. | 154,823 | $21.42M | 1.0% | -10.3% | 0.075% | |
| 4/30/2026 | Hsbc Holdings PLC | 632,015 | $87.45M | 0.0% | -14.6% | 0.306% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,943 | $822K | 0.0% | +13.9% | 0.003% | |
| 4/30/2026 | Cahaba Wealth Management Inc. | 56,181 | $7.77M | 0.5% | -4.6% | 0.027% | |
| 4/30/2026 | Sageworth Trust Co | 1,729,958 | $239.37M | 10.3% | +0.0% | 0.837% | |
| 4/29/2026 | Saxon Interests Inc. | 1,590 | $220K | 0.1% | -39.3% | 0.001% | |
| 4/29/2026 | Orin Green Financial LLC | 3,645 | $504K | 0.2% | +26.8% | 0.002% | |
| 4/29/2026 | Advance Capital Management Inc. | 1,695 | $235K | 0.0% | +8.9% | 0.001% | |
| 4/29/2026 | Signet Private Wealth LLC | 5,800 | $803K | 0.8% | -1.9% | 0.003% | |
| 4/28/2026 | Bogart Wealth LLC | 1,031,925 | $142.79M | 5.5% | +13.4% | 0.499% | |
| 4/28/2026 | Ascentis Independent Advisors | 308 | $43K | 0.0% | N/A | 0.000% | |
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| 4/28/2026 | K.J. Harrison & Partners Inc | 6,202 | $858K | 0.1% | +19.8% | 0.003% | |
| 4/28/2026 | Peak Financial Management Inc. | 42,305 | $5.85M | 1.5% | -1.8% | 0.020% | |
| 4/28/2026 | Hudson Edge Investment Partners Inc. | 4,910 | $679K | 0.1% | N/A | 0.002% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 4,692 | $649K | 0.0% | +2.4% | 0.002% | |
| 4/27/2026 | Integrity Wealth Partners LLC | 10,130 | $1.40M | 1.3% | N/A | 0.005% | |
| 4/27/2026 | HB Wealth Management LLC | 85,709 | $11.86M | 0.1% | -5.8% | 0.041% | |
| 4/27/2026 | Moran Wealth Management LLC | 16,283 | $2.25M | 0.1% | -76.6% | 0.008% | |
| 4/27/2026 | BIP Wealth LLC | 116,150 | $16.07M | 0.7% | -1.7% | 0.056% | |
| 4/27/2026 | World Investment Advisors | 13,369 | $1.85M | 0.0% | -5.1% | 0.006% | |
| 4/27/2026 | PAX Financial Group LLC | 26,503 | $3.67M | 0.6% | -12.2% | 0.013% | |