| 7/10/2026 | Wealthcare Advisory Partners LLC | 10,123 | $674K | 0.0% | -2.5% | 0.006% | |
| 7/9/2026 | TOWER TRUST & INVESTMENT Co | 4,626 | $308K | 0.2% | +57.6% | 0.003% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 21,793 | $1.45M | 0.0% | N/A | 0.013% | |
| 7/8/2026 | First Heartland Consultants Inc. | 5,346 | $356K | 0.0% | +38.9% | 0.003% | |
| 7/8/2026 | Kwmg LLC | 5,152 | $343K | 0.0% | -6.6% | 0.003% | |
| 7/8/2026 | Factor Wealth Management LTD | 3,221 | $215K | 0.0% | -31.1% | 0.002% | |
| 7/8/2026 | Apella Capital LLC | 60,289 | $4.05M | 0.1% | -1.5% | 0.037% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 9,400 | $626K | 0.0% | +14.2% | 0.006% | |
| 7/6/2026 | Sincerus Advisory LLC | 26,108 | $1.74M | 1.2% | +4.0% | 0.016% | |
| 7/6/2026 | Stableford Capital II LLC | 4,740 | $316K | 0.1% | N/A | 0.003% | |
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| 7/6/2026 | Boltwood Capital Management | 17,945 | $1.20M | 0.3% | +18.6% | 0.011% | |
| 7/2/2026 | CX Institutional | 43,925 | $2.93M | 0.1% | +1.0% | 0.027% | |
| 6/3/2026 | Parallel Advisors LLC | 1,050 | $70K | 0.0% | +425.0% | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 11,610 | $778K | 0.0% | +1.4% | 0.007% | |
| 6/2/2026 | Optiver Holding B.V. | 821 | $55K | 0.0% | N/A | 0.001% | |
| 5/26/2026 | Glenmede Trust Co. NA | 19,918 | $1.34M | 0.0% | +53.0% | 0.013% | |
| 5/21/2026 | Essential Partners LLC | 1,127 | $76K | 0.0% | N/A | 0.001% | |
| 5/21/2026 | Vestor Capital LLC | 650 | $44K | 0.0% | N/A | 0.000% | |
| 5/20/2026 | TrueWealth Financial Partners | 3,942 | $264K | 0.1% | N/A | 0.003% | |
| 5/19/2026 | Western Wealth Management LLC | 37,154 | $2.49M | 0.1% | +309.1% | 0.024% | |
| 5/19/2026 | Bank of America Corp DE | 716,137 | $47.98M | 0.0% | +6.0% | 0.460% | |
| 5/19/2026 | IFS Group LLC | 9,885 | $662K | 0.6% | N/A | 0.006% | |
| 5/18/2026 | Royal Bank of Canada | 363,730 | $24.37M | 0.0% | +119.1% | 0.234% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 1,104,033 | $73.97M | 0.1% | -16.2% | 0.709% | |
| 5/16/2026 | Mittelman Wealth Management | 4,354 | $292K | 0.2% | N/A | 0.003% | |
| 5/16/2026 | Quantinno Capital Management LP | 3,032 | $203K | 0.0% | N/A | 0.002% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 5,400 | $362K | 0.0% | N/A | 0.003% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 4,267 | $286K | 0.1% | N/A | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 12,479 | $836K | 0.0% | +1.4% | 0.008% | |
| 5/14/2026 | Keebeck Wealth Management | 3,791 | $254K | 0.0% | -5.8% | 0.002% | |
| 5/14/2026 | Lido Advisors LLC | 22,129 | $1.48M | 0.0% | -2.6% | 0.014% | |
| 5/13/2026 | Cetera Investment Advisers | 183,126 | $12.27M | 0.0% | +33.9% | 0.118% | |
| 5/13/2026 | CI Investments Inc. | 526,102 | $35.25M | 0.2% | +6.0% | 0.338% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 810,702 | $54.32M | 0.0% | -9.9% | 0.521% | |
| 5/8/2026 | Johnson Financial Group Inc. | 92,155 | $6.17M | 0.2% | -2.6% | 0.059% | |
| 5/7/2026 | Beta Wealth Group Inc. | 77,219 | $5.17M | 2.1% | +2.3% | 0.050% | |
| 5/7/2026 | Parallel Advisors LLC | 1,050 | $70K | 0.0% | +425.0% | 0.001% | |
| 5/7/2026 | Vision Retirement LLC | 694 | $46K | 0.0% | -27.9% | 0.000% | |
| 5/7/2026 | Morgan Dempsey Capital Management LLC | 2,231 | $149K | 0.1% | +26.2% | 0.001% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 5,603 | $375K | 0.1% | +3.5% | 0.004% | |
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| 5/6/2026 | Heartland Bank & Trust Co | 348,959 | $23.38M | 5.3% | +5.2% | 0.224% | |
| 5/6/2026 | Assetmark Inc. | 45,764 | $3.07M | 0.0% | -14.2% | 0.029% | |
| 5/6/2026 | Barings LLC | 75,803 | $5.08M | 0.1% | +38.3% | 0.049% | |
| 5/5/2026 | D.A. Davidson & CO. | 3,084 | $207K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Bank of New York Mellon Corp | 683,235 | $45.78M | 0.0% | +132.1% | 0.439% | |
| 5/5/2026 | Sanctuary Advisors LLC | 143,297 | $9.60M | 0.1% | +1.0% | 0.092% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 4,256 | $285K | 0.1% | +3.6% | 0.003% | |
| 5/5/2026 | Maryland State Retirement & Pension System | 63,296 | $4.24M | 0.1% | +95.7% | 0.041% | |
| 5/4/2026 | Principal Financial Group Inc. | 688,523 | $46.13M | 0.0% | +63.2% | 0.442% | |
| 5/2/2026 | Diversify Wealth Management LLC | 17,891 | $1.19M | 0.0% | +79.1% | 0.012% | |
| 5/1/2026 | Fifth Third Bancorp | 1,435,039 | $96.15M | 0.2% | +5.1% | 0.929% | |
| 5/1/2026 | Droms Strauss Advisors Inc. MO ADV | 44,512 | $2.98M | 0.8% | -0.9% | 0.029% | |
| 5/1/2026 | Simplicity Wealth LLC | 15,882 | $1.06M | 0.1% | +12.5% | 0.010% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 4,990 | $334K | 0.0% | -4.7% | 0.003% | |
| 5/1/2026 | Corrado Advisors LLC | 32,218 | $2.16M | 1.1% | -24.0% | 0.021% | |
| 4/30/2026 | Kestra Advisory Services LLC | 64,318 | $4.31M | 0.0% | -7.7% | 0.042% | |
| 4/29/2026 | Richmond Investment Services LLC | 7,453 | $499K | 0.1% | +15.6% | 0.005% | |
| 4/29/2026 | Arbor Trust Wealth Advisors LLC | 76,857 | $5.15M | 2.3% | N/A | 0.050% | |
| 4/28/2026 | Fortitude Advisory Group L.L.C. | 4,348 | $291K | 0.1% | N/A | 0.003% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,157 | $78K | 0.0% | -79.4% | 0.001% | |
| 4/28/2026 | Stephens Inc. AR | 3,000 | $201K | 0.0% | N/A | 0.002% | |
| 4/27/2026 | HB Wealth Management LLC | 8,298 | $556K | 0.0% | -21.3% | 0.005% | |
| 4/27/2026 | Arrien Investments Inc. | 95,660 | $6.41M | 3.5% | +4.8% | 0.062% | |
| 4/27/2026 | Private Advisor Group LLC | 53,628 | $3.59M | 0.0% | +244.4% | 0.035% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 14,760 | $989K | 0.0% | -49.0% | 0.010% | |
| 4/25/2026 | Keybank National Association OH | 137,068 | $9.18M | 0.0% | +4.0% | 0.089% | |
| 4/23/2026 | Financial & Tax Architects LLC | 9,051 | $606K | 0.1% | +41.6% | 0.006% | |
| 4/23/2026 | Tred Avon Family Wealth LLC | 13,795 | $924K | 0.3% | -2.7% | 0.009% | |
| 4/23/2026 | Tepp RIA LLC | 90,722 | $6.08M | 4.8% | -7.5% | 0.059% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 124,740 | $8.36M | 0.0% | -6.6% | 0.081% | |
| 4/22/2026 | Louisbourg Investments Inc. | 19,007 | $1.27M | 0.2% | +4.3% | 0.012% | |
| 4/22/2026 | Pictet Asset Management Holding SA | 2,139,470 | $142.32M | 0.2% | +18.0% | 1.394% | |
| 4/22/2026 | Cambient Family Office LLC | 3,239 | $217K | 0.0% | +38.3% | 0.002% | |
| 4/21/2026 | Penobscot Wealth Management | 42,256 | $2.83M | 0.8% | +77.6% | 0.028% | |
| 4/21/2026 | Hoge Financial Services LLC | 17,886 | $1.20M | 0.6% | -44.3% | 0.012% | |
| 4/21/2026 | Hoxton Planning & Management LLC | 8,353 | $560K | 0.2% | -2.8% | 0.005% | |
| 4/20/2026 | Factor Wealth Management LTD | 4,676 | $313K | 0.1% | -6.1% | 0.003% | |
| 4/20/2026 | RFG Advisory LLC | 5,949 | $399K | 0.0% | N/A | 0.004% | |
| 4/20/2026 | Fifth Third Wealth Advisors LLC | 74,516 | $4.99M | 0.2% | +896.5% | 0.049% | |
| 4/20/2026 | Apella Capital LLC | 61,179 | $4.13M | 0.1% | -2.0% | 0.040% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 4,239 | $284K | 0.1% | N/A | 0.003% | |
| 4/17/2026 | SVB Wealth LLC | 12,074 | $809K | 0.1% | -10.5% | 0.008% | |
| 4/17/2026 | Financial Management Network Inc. | 24,823 | $1.71M | 0.3% | +39.9% | 0.016% | |
| 4/16/2026 | Triad Wealth Partners LLC | 5,788 | $388K | 0.0% | +28.5% | 0.004% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 31,011 | $1.90M | 0.0% | -2.2% | 0.021% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 5,303 | $325K | 0.2% | N/A | 0.004% | |
| 3/9/2026 | Corient Private Wealth LLC | 31,100 | $1.91M | 0.0% | +2.3% | 0.021% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 1,432 | $88K | 0.1% | N/A | 0.001% | |
| 2/27/2026 | Arwa LLC | 4,423 | $271K | 0.2% | N/A | 0.003% | |
| 2/20/2026 | Cambient Family Office LLC | 2,342 | $144K | 0.0% | N/A | 0.002% | |
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| 2/19/2026 | Axxcess Wealth Management LLC | 9,273 | $569K | 0.0% | +12.7% | 0.006% | |
| 2/19/2026 | Corient Private Wealth LLC | 30,837 | $1.89M | 0.0% | +1.5% | 0.021% | |
| 2/18/2026 | Ameriflex Group Inc. | 640 | $39K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 50,290 | $3.08M | 0.0% | +4.6% | 0.034% | |
| 2/18/2026 | Mackenzie Financial Corp | 67,589 | $4.16M | 0.0% | -4.3% | 0.046% | |
| 2/18/2026 | NewEdge Advisors LLC | 11,451 | $703K | 0.0% | +619.3% | 0.008% | |
| 2/18/2026 | VestGen Investment Management | 10,770 | $661K | 0.4% | +8.0% | 0.007% | |
| 2/18/2026 | Toronto Dominion Bank | 1,660 | $102K | 0.0% | N/A | 0.001% | |
| 2/18/2026 | OLD Mission Capital LLC | 279,042 | $17.12M | 0.4% | N/A | 0.190% | |
| 2/18/2026 | Hyposwiss Advisors SA | 53,405 | $3.28M | 3.2% | N/A | 0.036% | |