| 7/1/2026 | Eastern Bank | 6,686 | $136K | 0.0% | -12.5% | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 635,427 | $12.98M | 0.0% | +1.0% | 0.376% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 358,422 | $7.32M | 1.0% | N/A | 0.212% | |
| 5/29/2026 | Asset Dedication LLC | 769,824 | $15.72M | 1.1% | -2.8% | 0.455% | |
| 5/27/2026 | Allen Capital Group LLC | 31,698 | $647K | 0.1% | -6.4% | 0.019% | |
| 5/22/2026 | Coastline Complete Wealth LLC | 253,230 | $5.17M | 3.2% | +52.2% | 0.150% | |
| 5/19/2026 | Bank of America Corp DE | 4,466,656 | $91.22M | 0.0% | +20.2% | 2.642% | |
| 5/19/2026 | Arkadios Wealth Advisors | 22,061 | $451K | 0.0% | -6.7% | 0.013% | |
| 5/18/2026 | Royal Bank of Canada | 2,117,083 | $43.24M | 0.0% | +24.2% | 1.252% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 16,765 | $342K | 0.1% | N/A | 0.010% | |
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| 5/15/2026 | Northeast Financial Group Inc. | 13,170 | $269K | 0.1% | N/A | 0.008% | |
| 5/14/2026 | FCA Corp TX | 88,804 | $1.81M | 0.5% | +12.1% | 0.053% | |
| 5/14/2026 | Davis R M Inc. | 1,296,772 | $26.48M | 0.5% | +7.6% | 0.767% | |
| 5/14/2026 | Lido Advisors LLC | 4,921,699 | $100.52M | 0.3% | -7.9% | 2.911% | |
| 5/13/2026 | Cetera Investment Advisers | 451,567 | $9.22M | 0.0% | +18.4% | 0.267% | |
| 5/13/2026 | Wealthspire Retirement LLC | 22,781 | $465K | 0.0% | +14.6% | 0.013% | |
| 5/13/2026 | Goepper Burkhardt LLC | 620,564 | $12.67M | 4.2% | +7.3% | 0.367% | |
| 5/7/2026 | Hanover Advisors Inc. | 62,426 | $1.28M | 0.5% | -2.0% | 0.037% | |
| 5/7/2026 | Continuum Wealth Advisors LLC | 73,299 | $1.50M | 0.6% | +40.5% | 0.043% | |
| 5/7/2026 | Pacific Wealth Strategies Group Inc. | 126,693 | $2.59M | 1.6% | +29.0% | 0.075% | |
| 5/7/2026 | Decker Wealth Management LLC | 328,987 | $6.72M | 1.5% | N/A | 0.195% | |
| 5/6/2026 | Gryphon Financial Partners LLC | 33,339 | $681K | 0.1% | N/A | 0.020% | |
| 5/6/2026 | Advisortrust Partners LLC | 3,635 | $74K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Oder Investment Management LLC | 57,292 | $1.17M | 0.9% | +34.9% | 0.034% | |
| 5/6/2026 | Independent Financial Group LLC | 42,005 | $858K | 0.0% | N/A | 0.025% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 200,295 | $4.09M | 0.1% | +4.5% | 0.118% | |
| 5/5/2026 | Fusion Family Wealth LLC | 2,247,101 | $45.89M | 3.4% | +7.5% | 1.329% | |
| 5/5/2026 | Sanctuary Advisors LLC | 633,787 | $12.94M | 0.1% | +33.6% | 0.375% | |
| 5/5/2026 | Sigma Planning Corp | 48,751 | $996K | 0.0% | +3.0% | 0.029% | |
| 5/4/2026 | Milestones Private Investment Advisors LLC | 126,572 | $2.59M | 2.3% | -2.0% | 0.075% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 167,748 | $3.43M | 0.1% | +1.2% | 0.099% | |
| 5/4/2026 | TFR Capital LLC. | 118,289 | $2.42M | 0.7% | N/A | 0.070% | |
| 5/4/2026 | Parr Mcknight Wealth Management Group LLC | 287,200 | $5.87M | 0.8% | +11.7% | 0.170% | |
| 5/4/2026 | Vantage Point Financial LLC | 42,993 | $878K | 0.3% | -1.5% | 0.025% | |
| 5/4/2026 | Paradiem LLC | 350,608 | $7.16M | 1.6% | N/A | 0.207% | |
| 5/2/2026 | International Assets Investment Management LLC | 3,980 | $81K | 0.0% | +81.2% | 0.002% | |
| 5/2/2026 | Anchor Investment Management LLC | 1,153,205 | $23.55M | 2.0% | +6.1% | 0.682% | |
| 5/2/2026 | Castleview Partners LLC | 11,364 | $232K | 0.1% | N/A | 0.007% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 10,000 | $204K | 0.0% | N/A | 0.006% | |
| 5/2/2026 | Diversify Wealth Management LLC | 12,359 | $252K | 0.0% | N/A | 0.007% | |
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| 5/2/2026 | Valmark Advisers Inc. | 23,346 | $477K | 0.0% | +42.6% | 0.014% | |
| 5/2/2026 | Carnegie Investment Counsel | 343,290 | $7.01M | 0.1% | +11.6% | 0.203% | |
| 5/2/2026 | SFE Investment Counsel | 340,798 | $6.96M | 1.1% | +7.6% | 0.202% | |
| 5/1/2026 | Fifth Third Bancorp | 41,043 | $838K | 0.0% | +1,733.1% | 0.024% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 930,658 | $19.01M | 0.1% | -3.9% | 0.552% | |
| 5/1/2026 | Independence Bank of Kentucky | 56,190 | $1.15M | 0.1% | +4.8% | 0.033% | |
| 5/1/2026 | Carmel Capital Partners LLC | 317,898 | $6.49M | 2.3% | +6.7% | 0.188% | |
| 4/30/2026 | Beacon Financial Group | 64,762 | $1.32M | 0.1% | -3.4% | 0.038% | |
| 4/30/2026 | Kestra Advisory Services LLC | 434,858 | $8.88M | 0.0% | +5.7% | 0.258% | |
| 4/29/2026 | Richmond Investment Services LLC | 96,226 | $1.97M | 0.3% | +5.1% | 0.057% | |
| 4/29/2026 | Cvfg LLC | 453,297 | $9.26M | 1.2% | N/A | 0.269% | |
| 4/29/2026 | Montag A & Associates Inc. | 43,660 | $892K | 0.0% | -10.0% | 0.026% | |
| 4/29/2026 | ArborFi Advisors LLC | 71,127 | $1.45M | 1.2% | +3.7% | 0.042% | |
| 4/29/2026 | Meitav Investment House Ltd. | 41,781 | $852K | 0.0% | -4.8% | 0.025% | |
| 4/29/2026 | Unified Investment Management | 29,460 | $602K | 0.6% | +4.8% | 0.017% | |
| 4/28/2026 | Kathmere Capital Management LLC | 29,449 | $601K | 0.0% | +24.2% | 0.017% | |
| 4/28/2026 | Ascentis Independent Advisors | 15,241 | $311K | 0.0% | N/A | 0.009% | |
| 4/28/2026 | Stephens Inc. AR | 166,383 | $3.40M | 0.0% | +10.6% | 0.099% | |
| 4/28/2026 | Berger Financial Group Inc | 226,425 | $4.62M | 0.3% | -0.5% | 0.134% | |
| 4/27/2026 | Apeiron RIA LLC | 63,603 | $1.30M | 0.3% | +17.1% | 0.038% | |
| 4/27/2026 | HB Wealth Management LLC | 27,789 | $568K | 0.0% | +6.2% | 0.017% | |
| 4/27/2026 | Private Advisor Group LLC | 326,447 | $6.67M | 0.0% | +20.3% | 0.194% | |
| 4/25/2026 | Livet Wealth LLC | 125,966 | $2.57M | 1.6% | +3.2% | 0.075% | |
| 4/25/2026 | GPM Growth Investors Inc. | 663,921 | $13.56M | 5.7% | +0.2% | 0.395% | |
| 4/25/2026 | 4Thought Financial Group Inc. | 42,508 | $868K | 0.4% | +6.9% | 0.025% | |
| 4/24/2026 | Financial Life Planners | 52,371 | $1.07M | 0.8% | -3.0% | 0.031% | |
| 4/24/2026 | American Institute for Advanced Investment Management LLP | 43,676 | $892K | 0.5% | +15.0% | 0.026% | |
| 4/24/2026 | Key Financial Inc | 105,332 | $2.15M | 0.4% | +47.5% | 0.063% | |
| 4/23/2026 | Kohmann Bosshard Financial Services LLC | 119,588 | $2.44M | 0.2% | -2.5% | 0.071% | |
| 4/23/2026 | Manchester Financial Inc. | 1,028,271 | $21M | 4.0% | +1.6% | 0.612% | |
| 4/23/2026 | Foundry Financial Group Inc. | 11,154 | $228K | 0.1% | +11.6% | 0.007% | |
| 4/23/2026 | SJS Investment Consulting Inc. | 33,948 | $693K | 0.1% | +64.5% | 0.020% | |
| 4/22/2026 | Wilkins Miller Wealth Management LLC | 306,717 | $6.26M | 3.8% | -2.3% | 0.183% | |
| 4/22/2026 | Semitam Bonam LLC | 90,334 | $1.85M | 1.5% | +10.2% | 0.054% | |
| 4/22/2026 | Trilogy Capital Inc. | 232,673 | $4.75M | 0.2% | +5.7% | 0.138% | |
| 4/22/2026 | Towne Trust Company N.A | 63,512 | $1.30M | 0.4% | +6.5% | 0.038% | |
| 4/22/2026 | River Street Advisors LLC | 174,067 | $3.56M | 1.2% | +1,437.0% | 0.104% | |
| 4/21/2026 | OLD Second National Bank of Aurora | 340,216 | $6.95M | 1.4% | +9,033.3% | 0.203% | |
| 4/21/2026 | AA Financial Advisors LLC | 222,263 | $4.54M | 0.6% | +37.1% | 0.132% | |
| 4/21/2026 | OLD National Bancorp IN | 24,552 | $501K | 0.0% | N/A | 0.015% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 549,764 | $11.23M | 0.1% | +347.6% | 0.327% | |
| 4/20/2026 | Ritholtz Wealth Management | 10,167 | $208K | 0.0% | N/A | 0.006% | |
| 4/20/2026 | Provenance Wealth Advisors LLC | 28,762 | $587K | 0.1% | -1.7% | 0.017% | |
| 4/20/2026 | Apella Capital LLC | 51,070 | $1.05M | 0.0% | -3.3% | 0.030% | |
| 4/18/2026 | BCS Wealth Management | 333,416 | $6.81M | 1.4% | -49.7% | 0.199% | |
| 4/17/2026 | Kirr Marbach & Co. LLC IN | 644,876 | $13.17M | 2.4% | +2.5% | 0.385% | |
| 4/17/2026 | First City Capital Management Inc. | 69,315 | $1.42M | 0.8% | +55.5% | 0.041% | |
| 4/17/2026 | Certified Advisory Corp | 22,093 | $451K | 0.0% | -7.7% | 0.013% | |
| 4/17/2026 | Novare Capital Management LLC | 148,016 | $3.02M | 0.2% | -1.4% | 0.088% | |
| 4/17/2026 | Webster Bank N. A. | 360,111 | $7.36M | 0.7% | +55.2% | 0.215% | |
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| 4/17/2026 | Matthew Goff Investment Advisor LLC | 72,366 | $1.48M | 0.2% | -5.3% | 0.043% | |
| 4/17/2026 | Clark Asset Management LLC | 1,110,412 | $22.68M | 2.1% | +15.3% | 0.662% | |
| 4/17/2026 | Brookstone Capital Management | 1,424,368 | $29.09M | 0.3% | +1.8% | 0.849% | |
| 4/16/2026 | Ironwood Wealth Management LLC. | 512,659 | $10.47M | 3.0% | +0.1% | 0.305% | |
| 4/16/2026 | True Vision MN LLC | 35,560 | $726K | 0.4% | +2.2% | 0.021% | |
| 4/16/2026 | Evexia Wealth LLC | 143,414 | $2.94M | 0.8% | +17.1% | 0.086% | |
| 4/16/2026 | Davis Capital Management | 11,082 | $226K | 0.2% | -6.3% | 0.007% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 26,507 | $541K | 0.0% | +3.1% | 0.016% | |
| 3/17/2026 | Cornerstone Planning LLC | 423,997 | $8.74M | 1.9% | N/A | 0.262% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 7,290 | $150K | 0.1% | N/A | 0.005% | |