| 10/2/2026 | First Citizens Financial Corp | 32,763 | $5.25M | 2.3% | -0.5% | 0.069% | |
| 10/1/2026 | Montecito Bank & Trust | 4,712 | $755K | 0.1% | -41.1% | 0.010% | |
| 9/23/2026 | QRG Capital Management Inc. | 1,669 | $298K | 0.0% | N/A | 0.003% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 6,954 | $1.24M | 0.0% | +36.2% | 0.014% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 282,475 | $50.45M | 0.0% | -2.8% | 0.581% | |
| 9/9/2026 | Blue Edge Capital LLC | 44,864 | $8.01M | 0.9% | +68.0% | 0.094% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 5,122 | $915K | 0.0% | +1.5% | 0.011% | |
| 9/9/2026 | Capital Analysts LLC | 3,863 | $690K | 0.0% | -2.3% | 0.008% | |
| 9/9/2026 | Pinnacle Wealth Management Advisory Group LLC | 4,306 | $769K | 0.0% | +51.1% | 0.009% | |
| 9/9/2026 | NorthRock Partners LLC | 16,329 | $2.92M | 0.0% | -8.3% | 0.034% | |
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| 9/9/2026 | Integrated Wealth Concepts LLC | 20,979 | $3.75M | 0.0% | -28.6% | 0.044% | |
| 9/9/2026 | RFG Advisory LLC | 1,906 | $340K | 0.0% | N/A | 0.004% | |
| 9/9/2026 | Cypress Capital Management LLC WY | 18,843 | $3.37M | 2.9% | -0.4% | 0.040% | |
| 9/9/2026 | Baird Financial Group Inc. | 72,593 | $12.97M | 0.0% | +12.4% | 0.153% | |
| 9/8/2026 | Allworth Financial LP | 10,614 | $1.90M | 0.0% | -0.6% | 0.022% | |
| 9/8/2026 | Waverly Advisors LLC | 10,258 | $1.83M | 0.0% | +13.2% | 0.022% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 9,059 | $1.62M | 0.1% | -1.4% | 0.019% | |
| 9/3/2026 | Anchor Capital Advisors LLC | 1,313 | $235K | 0.0% | N/A | 0.003% | |
| 8/27/2026 | Corient Private Wealth LP | 118,034 | $21.08M | 0.0% | -4.2% | 0.248% | |
| 8/25/2026 | Tobias Financial Advisors Inc. | 21,232 | $3.79M | 0.5% | -0.6% | 0.045% | |
| 8/24/2026 | Serenity Investment Advisors | 17,364 | $3.00M | 1.3% | +5.4% | 0.036% | |
| 8/23/2026 | Hyundai Investments Co. Ltd. | 3,700 | $654K | 0.7% | -49.2% | 0.008% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 3,392 | $606K | 0.0% | +40.9% | 0.007% | |
| 8/23/2026 | HB Wealth Management LLC | 30,438 | $5.44M | 0.0% | +0.6% | 0.064% | |
| 8/23/2026 | Angeles Wealth Management LLC | 635 | $113K | 0.0% | +86.8% | 0.001% | |
| 8/23/2026 | Azimuth Capital Investment Management LLC | 36,670 | $6.55M | 0.2% | -9.4% | 0.077% | |
| 8/22/2026 | Tenet Wealth Partners LLC | 3,066 | $529K | 0.4% | N/A | 0.006% | |
| 8/22/2026 | Highland Investment Advisors LLC | 332 | $59K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | Three Seasons Wealth LLC | 10,129 | $1.81M | 0.2% | N/A | 0.021% | |
| 8/22/2026 | Valued Retirements Inc. | 1,166 | $208K | 0.2% | N/A | 0.002% | |
| 8/22/2026 | Sapient Capital LLC | 1,312 | $234K | 0.0% | N/A | 0.003% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 58,134 | $10.38M | 0.1% | +2.8% | 0.122% | |
| 8/21/2026 | Rodgers & Associates LTD | 64,535 | $11.53M | 0.9% | -6.5% | 0.136% | |
| 8/21/2026 | Continuum Advisory LLC | 412 | $74K | 0.0% | N/A | 0.001% | |
| 8/21/2026 | Thrive Wealth Management LLC | 1,147 | $205K | 0.0% | N/A | 0.002% | |
| 8/20/2026 | First PREMIER Bank | 370 | $66K | 0.0% | N/A | 0.001% | |
| 8/20/2026 | Cooper Haims Advisors LLC | 3,397 | $614K | 0.2% | +130.8% | 0.007% | |
| 8/20/2026 | Nwam LLC | 27,147 | $4.85M | 0.2% | +502.5% | 0.057% | |
| 8/20/2026 | NorthLanding Financial Partners LLC | 5,046 | $901K | 0.8% | N/A | 0.011% | |
| 8/20/2026 | Renasant Bank | 5,250 | $938K | 0.6% | +75.0% | 0.011% | |
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| 8/20/2026 | JNBA Financial Advisors | 11,379 | $2.03M | 0.1% | +60.0% | 0.024% | |
| 8/20/2026 | Oarsman Capital Inc. | 29,325 | $5.24M | 0.4% | +149.8% | 0.062% | |
| 8/20/2026 | Greenleaf Trust | 67,201 | $10.05M | 0.1% | +137.0% | 0.141% | |
| 8/17/2026 | Blue Edge Capital LLC | 44,864 | $8.01M | 1.0% | N/A | 0.094% | |
| 8/7/2026 | Trust Co. of Vermont | 2,168 | $387K | 0.0% | N/A | 0.005% | |
| 7/10/2026 | Lee Kelleher & Klein Wealth Management | 16,847 | $3.01M | 1.6% | +1.5% | 0.036% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 57,390 | $10.25M | 0.5% | +2.5% | 0.122% | |
| 7/10/2026 | Diversified Management Inc. | 15,612 | $2.79M | 0.6% | +40.4% | 0.033% | |
| 7/10/2026 | City Holding Co. | 13,035 | $2.33M | 0.3% | -5.1% | 0.028% | |
| 7/10/2026 | Prosperity Planning Inc. | 2,238 | $400K | 0.1% | -3.5% | 0.005% | |
| 7/10/2026 | FC Advisory LLC | 4,930 | $880K | 0.2% | -1.5% | 0.010% | |
| 7/9/2026 | Sapient Capital LLC | 1,312 | $234K | 0.0% | N/A | 0.003% | |
| 7/8/2026 | Rockland Trust Co. | 1,193 | $213K | 0.0% | N/A | 0.003% | |
| 7/8/2026 | Baring Financial LLC | 22,826 | $4.08M | 2.2% | -1.2% | 0.048% | |
| 7/8/2026 | Thrive Wealth Management LLC | 1,147 | $205K | 0.0% | N/A | 0.002% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 2,413 | $431K | 0.0% | -7.9% | 0.005% | |
| 7/7/2026 | Avior Wealth Management LLC | 1,798 | $321K | 0.0% | -12.1% | 0.004% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 6,172 | $1.10M | 0.1% | -5.0% | 0.013% | |
| 7/7/2026 | CoreCap Advisors LLC | 337 | $60K | 0.0% | +29.6% | 0.001% | |
| 7/7/2026 | Pathway Financial Advisors LLC | 16,037 | $2.82M | 0.3% | -1.7% | 0.035% | |
| 7/6/2026 | jvl associates llc | 3,605 | $644K | 0.2% | +10.6% | 0.008% | |
| 7/6/2026 | Trilogy Capital Inc. | 4,994 | $892K | 0.0% | N/A | 0.011% | |
| 6/18/2026 | Western Wealth Management LLC | 3,678 | $532K | 0.0% | -8.6% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 28,261 | $4.09M | 0.0% | +8.9% | 0.062% | |
| 6/2/2026 | Blue Edge Capital LLC | 26,709 | $3.87M | 0.5% | +28.7% | 0.059% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 1,991 | $288K | 0.0% | N/A | 0.004% | |
| 5/29/2026 | Asset Dedication LLC | 18,743 | $2.71M | 0.2% | +1.9% | 0.041% | |
| 5/26/2026 | Serenity Investment Advisors | 16,480 | $2.39M | 0.9% | +3.7% | 0.036% | |
| 5/26/2026 | Glenmede Trust Co. NA | 346,762 | $50.18M | 0.2% | -1.9% | 0.765% | |
| 5/26/2026 | Ruggaard & Associates LLC | 8,212 | $1.19M | 0.5% | -4.6% | 0.018% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 42,076 | $6.09M | 0.7% | -4.1% | 0.093% | |
| 5/19/2026 | Front Row Advisors LLC | 4,674 | $676K | 0.2% | -2.6% | 0.010% | |
| 5/19/2026 | Western Wealth Management LLC | 3,678 | $532K | 0.0% | -8.6% | 0.008% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 3,799 | $550K | 0.2% | -46.1% | 0.008% | |
| 5/19/2026 | Royal Fund Management LLC | 6,984 | $1.01M | 0.1% | +24.6% | 0.015% | |
| 5/19/2026 | Bank of America Corp DE | 2,046,459 | $296.14M | 0.0% | +1.0% | 4.518% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 256 | $37K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 36,094 | $5.22M | 0.1% | +3.2% | 0.080% | |
| 5/18/2026 | Royal Bank of Canada | 339,450 | $49.12M | 0.0% | +4.0% | 0.749% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 3,314 | $480K | 0.1% | -3.6% | 0.007% | |
| 5/16/2026 | Quantinno Capital Management LP | 10,367 | $1.50M | 0.0% | -2.8% | 0.023% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 2,988 | $432K | 0.0% | N/A | 0.007% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 7,599 | $1.10M | 0.1% | +0.9% | 0.017% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 1,174 | $170K | 0.1% | N/A | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 9,062 | $1.31M | 0.0% | +26.3% | 0.020% | |
| 5/15/2026 | Asset Management Group Inc. | 35,013 | $5.07M | 0.8% | -2.2% | 0.077% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 1,871 | $271K | 0.1% | N/A | 0.004% | |
| 5/14/2026 | Compound Planning Inc. | 52,664 | $7.62M | 0.2% | -3.0% | 0.116% | |
| 5/14/2026 | Lido Advisors LLC | 82,662 | $11.96M | 0.0% | +11.9% | 0.182% | |
| 5/13/2026 | Cetera Investment Advisers | 203,028 | $29.38M | 0.0% | +18.2% | 0.448% | |
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| 5/13/2026 | Signature Equity Partners LLC | 6,203 | $898K | 0.5% | +3.4% | 0.014% | |
| 5/13/2026 | NewEdge Wealth LLC | 1,560 | $226K | 0.0% | +6.0% | 0.003% | |
| 5/13/2026 | First Trust Advisors LP | 3,850 | $557K | 0.0% | -15.6% | 0.008% | |
| 5/12/2026 | Marin Bay Wealth Advisors LLC | 1,967 | $285K | 0.1% | N/A | 0.004% | |
| 5/12/2026 | First Wilshire Securities Management Inc. | 1,400 | $203K | 0.0% | N/A | 0.003% | |
| 5/8/2026 | Pacific Sun Financial Corp | 22,968 | $3.32M | 1.6% | -2.2% | 0.051% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 867,154 | $125.49M | 0.1% | -1.9% | 1.914% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 102,203 | $14.79M | 0.3% | +0.6% | 0.226% | |
| 5/7/2026 | Hollencrest Capital Management | 473 | $68K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Decker Wealth Management LLC | 3,221 | $466K | 0.1% | N/A | 0.007% | |