| 7/2/2026 | Silverleafe Capital Partners LLC | 52,562 | $5.38M | 1.5% | +0.8% | 0.021% | |
| 7/2/2026 | Kozak & Associates Inc. | 139,690 | $13.76M | 2.4% | N/A | 0.057% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 5,893 | $603K | 0.0% | -3.5% | 0.002% | |
| 7/1/2026 | Miller Global Investments LLC | 5,512 | $564K | 0.5% | -3.5% | 0.002% | |
| 6/3/2026 | Parallel Advisors LLC | 23,773 | $1.87M | 0.0% | -4.8% | 0.010% | |
| 6/1/2026 | Dala Group LLC | 3,485 | $274K | 0.2% | N/A | 0.001% | |
| 5/26/2026 | Glenmede Trust Co. NA | 52,318 | $4.12M | 0.0% | +7.9% | 0.021% | |
| 5/21/2026 | Essential Partners LLC | 23,933 | $1.88M | 0.6% | +30.1% | 0.010% | |
| 5/21/2026 | Vestor Capital LLC | 240,521 | $18.92M | 1.4% | +2,806.2% | 0.098% | |
| 5/19/2026 | McIlrath & Eck LLC | 64,727 | $5.09M | 0.4% | -7.7% | 0.026% | |
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| 5/19/2026 | Arkadios Wealth Advisors | 23,523 | $1.85M | 0.0% | +153.1% | 0.010% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 31,936 | $2.51M | 0.1% | +11.9% | 0.013% | |
| 5/16/2026 | Mittelman Wealth Management | 7,903 | $622K | 0.4% | -7.7% | 0.003% | |
| 5/13/2026 | Dynamic Wealth Strategies LLC | 59,606 | $4.69M | 2.7% | +3.6% | 0.024% | |
| 5/7/2026 | Wells Financial Advisors INC | 340 | $27K | 0.1% | -74.6% | 0.000% | |
| 5/7/2026 | Parallel Advisors LLC | 23,773 | $1.87M | 0.0% | -4.8% | 0.010% | |
| 5/7/2026 | Vision Retirement LLC | 838 | $66K | 0.0% | -55.5% | 0.000% | |
| 5/7/2026 | Palladiem LLC | 42,528 | $3.60M | 3.4% | -1.4% | 0.017% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 72,069 | $5.67M | 0.5% | +19.9% | 0.029% | |
| 5/6/2026 | Financiere des Professionnels Fonds d investissement inc. | 147,000 | $11.56M | 0.7% | +59.8% | 0.060% | |
| 5/6/2026 | Bessemer Group Inc. | 18,060 | $1.42M | 0.0% | +15.1% | 0.007% | |
| 5/5/2026 | Midwest Professional Planners LTD. | 57,898 | $4.55M | 1.1% | -5.4% | 0.024% | |
| 5/5/2026 | Bank of New York Mellon Corp | 5,457,142 | $429.26M | 0.1% | -9.5% | 2.230% | |
| 5/5/2026 | Ethos Financial Group LLC | 102,921 | $7.78M | 0.6% | -3.5% | 0.042% | |
| 5/4/2026 | Innealta Capital LLC | 12,350 | $971K | 0.6% | N/A | 0.005% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 22,370 | $1.76M | 0.0% | N/A | 0.009% | |
| 5/1/2026 | Osprey Private Wealth LLC | 3,125 | $246K | 0.1% | N/A | 0.001% | |
| 4/30/2026 | Weitzel Financial Services Inc. | 3,023 | $238K | 0.1% | -93.9% | 0.001% | |
| 4/28/2026 | Arbor Investment Advisors LLC | 52,674 | $4.14M | 0.5% | +16.9% | 0.022% | |
| 4/28/2026 | Whittier Trust Co. | 42,037 | $3.34M | 0.0% | -12.6% | 0.017% | |
| 4/28/2026 | Bogart Wealth LLC | 1,959 | $154K | 0.0% | -11.1% | 0.001% | |
| 4/28/2026 | Ascentis Independent Advisors | 3,672 | $289K | 0.0% | N/A | 0.002% | |
| 4/28/2026 | NBT Bank N A NY | 9,369 | $737K | 0.0% | -9.1% | 0.004% | |
| 4/24/2026 | Root Financial Partners LLC | 6,638 | $522K | 0.0% | -16.0% | 0.003% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 8,395 | $660K | 0.1% | +19.3% | 0.004% | |
| 4/22/2026 | Wallington Asset Management LLC | 123,247 | $9.70M | 1.3% | -2.1% | 0.051% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 437,823 | $34.44M | 0.1% | -1.3% | 0.183% | |
| 4/21/2026 | MRWM Advisors LLC | 12,830 | $1.01M | 0.5% | N/A | 0.005% | |
| 4/21/2026 | Grey Ledge Advisors LLC | 99,703 | $7.84M | 1.8% | -2.6% | 0.042% | |
| 4/21/2026 | Fiduciary Alliance LLC | 117,239 | $9.22M | 0.6% | +36.3% | 0.049% | |
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| 4/20/2026 | Norway Savings Bank | 80,202 | $6.31M | 3.0% | +2.3% | 0.034% | |
| 4/20/2026 | Brian Low Financial Group LLC | 3,487 | $274K | 0.2% | +14.2% | 0.001% | |
| 4/20/2026 | Fifth Third Wealth Advisors LLC | 112,998 | $8.89M | 0.3% | -2.4% | 0.047% | |
| 4/20/2026 | Provenance Wealth Advisors LLC | 2,150 | $169K | 0.0% | -47.0% | 0.001% | |
| 4/18/2026 | Mainstream Capital Management LLC | 2,611 | $205K | 0.1% | N/A | 0.001% | |
| 4/18/2026 | Steph & Co. | 14,487 | $1.14M | 0.3% | +19.9% | 0.006% | |
| 4/16/2026 | Montecito Bank & Trust | 70,039 | $5.51M | 0.9% | -2.8% | 0.030% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 9,851 | $775K | 0.0% | +1.8% | 0.004% | |
| 3/2/2026 | Sankala Group LLC | 366 | $27K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 10,689 | $777K | 0.1% | +19.3% | 0.005% | |
| 2/18/2026 | Sierra Capital LLC | 75,419 | $5.48M | 0.6% | +0.4% | 0.039% | |
| 2/18/2026 | IHT Wealth Management LLC | 65,748 | $4.78M | 0.1% | -2.9% | 0.034% | |
| 2/18/2026 | Basso Capital Management L.P. | 38,230 | $2.78M | 1.7% | +23.7% | 0.020% | |
| 2/17/2026 | Advisory Services Network LLC | 11,849 | $861K | 0.0% | +19.8% | 0.006% | |
| 2/17/2026 | Russell Investments Group Ltd. | 1,396,406 | $101.49M | 0.1% | -2.4% | 0.714% | |
| 2/17/2026 | Harvest Investment Advisors LLC | 56,497 | $4.11M | 2.3% | N/A | 0.029% | |
| 2/17/2026 | Captrust Financial Advisors | 450,326 | $32.73M | 0.1% | +4.4% | 0.230% | |
| 2/16/2026 | Oarsman Capital Inc. | 216,992 | $15.77M | 2.0% | +11.4% | 0.111% | |
| 2/16/2026 | Icon Wealth Advisors LLC | 18,998 | $1.38M | 0.1% | -2.8% | 0.010% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 135,339 | $9.84M | 1.1% | N/A | 0.069% | |
| 2/13/2026 | Marshall Wace LLP | 12,341 | $897K | 0.0% | -93.1% | 0.006% | |
| 2/13/2026 | Arkadios Wealth Advisors | 9,295 | $676K | 0.0% | -3.5% | 0.005% | |
| 2/13/2026 | Tradewinds LLC. | 33,322 | $2.42M | 0.6% | -2.4% | 0.017% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 370,670 | $26.94M | 0.3% | -10.4% | 0.190% | |
| 2/12/2026 | Rossby Financial LCC | 1,563 | $114K | 0.0% | +8.5% | 0.001% | |
| 2/12/2026 | Burke & Herbert Bank & Trust Co. | 9,031 | $656K | 0.2% | -74.0% | 0.005% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 697 | $51K | 0.0% | +74.3% | 0.000% | |
| 2/12/2026 | Colonial Trust Advisors | 87,442 | $6.36M | 0.5% | +6.9% | 0.045% | |
| 2/12/2026 | Colonial Trust Co SC | 56,383 | $4.10M | 0.5% | +1.2% | 0.029% | |
| 2/11/2026 | Vestor Capital LLC | 8,276 | $601K | 0.0% | -96.2% | 0.004% | |
| 2/11/2026 | Dorsey & Whitney Trust CO LLC | 16,876 | $1.23M | 0.1% | +30.4% | 0.009% | |
| 2/11/2026 | Hughes Financial Services LLC | 709,785 | $51.59M | 8.1% | -3.7% | 0.363% | |
| 2/11/2026 | Myriad Asset Management Advisors LLC | 478,308 | $34.76M | 10.7% | N/A | 0.245% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 443,455 | $32.23M | 0.1% | +1.6% | 0.227% | |
| 2/11/2026 | Financiere des Professionnels Fonds d investissement inc. | 92,000 | $6.69M | 0.4% | N/A | 0.047% | |
| 2/11/2026 | TIAA Trust National Association | 529,993 | $38.52M | 0.1% | -13.9% | 0.271% | |
| 2/11/2026 | JPMorgan Chase & Co. | 2,336,582 | $169.82M | 0.0% | +6.0% | 1.195% | |
| 2/11/2026 | Palladiem LLC | 43,118 | $3.14M | 3.0% | N/A | 0.022% | |
| 2/11/2026 | Syon Capital LLC | 65,341 | $4.75M | 0.2% | -1.7% | 0.033% | |
| 2/11/2026 | Ramirez Asset Management Inc. | 1,998 | $145K | 0.0% | -20.7% | 0.001% | |
| 2/11/2026 | Greykasell Wealth Strategies Inc. | 67,016 | $4.87M | 1.9% | +5.2% | 0.034% | |
| 2/11/2026 | Parallel Advisors LLC | 24,960 | $1.81M | 0.0% | -8.3% | 0.013% | |
| 2/11/2026 | SlateStone Wealth LLC | 141,513 | $10.29M | 0.9% | +6.7% | 0.072% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 60,131 | $4.37M | 0.4% | +11.2% | 0.031% | |
| 2/10/2026 | MJT & Associates Financial Advisory Group Inc. | 69,335 | $5.04M | 3.8% | +1.4% | 0.035% | |
| 2/10/2026 | Bank of New York Mellon Corp | 6,033,138 | $438.49M | 0.1% | -16.0% | 3.086% | |
| 2/10/2026 | Root Financial Partners LLC | 7,898 | $574K | 0.0% | -3.6% | 0.004% | |
| 2/10/2026 | Waterloo Capital L.P. | 83,305 | $6.06M | 0.4% | N/A | 0.043% | |
| 2/10/2026 | Portland Global Advisors LLC | 5,340 | $388K | 0.0% | -7.9% | 0.003% | |
| 2/10/2026 | Rock Creek Group LP | 4,664 | $339K | 0.0% | N/A | 0.002% | |
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| 2/10/2026 | Zhang Financial LLC | 113,675 | $8.26M | 0.3% | +0.7% | 0.058% | |
| 2/10/2026 | Principia Wealth Advisory LLC | 46,870 | $3.41M | 0.9% | -17.0% | 0.024% | |
| 2/10/2026 | Rothschild Investment LLC | 74,905 | $5.44M | 0.3% | +5.9% | 0.038% | |
| 2/9/2026 | Cary Street Partners Investment Advisory LLC | 589 | $43K | 0.0% | +526.6% | 0.000% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 4,539 | $330K | 0.0% | +14.9% | 0.002% | |
| 2/9/2026 | Fisher Asset Management LLC | 11,866 | $862K | 0.0% | N/A | 0.006% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 28,546 | $2.08M | 0.1% | +2.2% | 0.015% | |
| 2/6/2026 | Bare Financial Services Inc | 147,388 | $10.71M | 3.0% | -0.3% | 0.075% | |
| 2/6/2026 | Copia Wealth Management | 52,867 | $3.84M | 2.7% | +1.3% | 0.027% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 2,555,605 | $185.74M | 2.0% | -2.1% | 1.307% | |