| 10/10/2026 | Davidson Trust Co. | 60,629 | $5.76M | 2.2% | N/A | 0.010% | |
| 10/8/2026 | Farther Finance Advisors LLC | 103,983 | $9.88M | 0.1% | +11.9% | 0.017% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 7,254 | $689K | 0.0% | -3.7% | 0.001% | |
| 10/7/2026 | Canandaigua National Trust Co of Florida | 34,437 | $3.27M | 1.8% | N/A | 0.006% | |
| 10/7/2026 | Canandaigua National Bank & Trust Co. | 19,623 | $1.86M | 0.2% | N/A | 0.003% | |
| 10/2/2026 | CX Institutional | 559 | $53K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | Cahill Financial Advisors Inc. | 7,939 | $758K | 0.1% | +7.6% | 0.001% | |
| 9/9/2026 | Pinnacle Wealth Management Advisory Group LLC | 35,417 | $3.38M | 0.2% | -0.4% | 0.006% | |
| 9/9/2026 | Roble Belko & Company Inc | 38,136 | $3.64M | 0.4% | -4.0% | 0.006% | |
| 8/23/2026 | DMC Group LLC | 9,000 | $859K | 0.6% | +26.4% | 0.001% | |
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| 8/23/2026 | Operose Advisors LLC | 1,858 | $177K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Compass Financial Management LLC | 43,599 | $4.17M | 0.5% | N/A | 0.007% | |
| 8/21/2026 | Leo H. Evart Inc. | 13,147 | $1.26M | 1.0% | +1.3% | 0.002% | |
| 8/21/2026 | Continuum Advisory LLC | 5,408 | $516K | 0.0% | +10.7% | 0.001% | |
| 8/12/2026 | Compass Financial Management LLC | 43,599 | $4.17M | 0.5% | N/A | 0.007% | |
| 7/10/2026 | LVM Capital Management Ltd. MI | 63,103 | $6.02M | 0.5% | +3.2% | 0.010% | |
| 7/9/2026 | Financial Management Professionals Inc. | 20,771 | $1.98M | 0.2% | -14.8% | 0.003% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 7,535 | $719K | 0.0% | +127.5% | 0.001% | |
| 7/8/2026 | Finley Financial LLC | 228,192 | $21.78M | 8.8% | -0.5% | 0.037% | |
| 7/8/2026 | Byrne Asset Management LLC | 13,677 | $1.31M | 0.7% | -6.3% | 0.002% | |
| 7/7/2026 | Madison Park Capital Advisors LLC | 7,195 | $687K | 0.4% | +1.8% | 0.001% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 5,358 | $511K | 0.0% | -17.9% | 0.001% | |
| 7/7/2026 | Canandaigua National Bank & Trust Co. | 22,443 | $2.14M | 0.2% | N/A | 0.004% | |
| 7/7/2026 | Arlington Trust Co LLC | 18,664 | $1.78M | 0.2% | -12.2% | 0.003% | |
| 7/7/2026 | CoreCap Advisors LLC | 4,156 | $397K | 0.0% | +18.4% | 0.001% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 17,104 | $1.63M | 0.3% | +6,234.8% | 0.003% | |
| 6/15/2026 | J. R. Prunier Capital Management LLC | 189,530 | $16.42M | 7.0% | +3.6% | 0.031% | |
| 6/3/2026 | CoreFirst Bank & Trust | 2,034 | $176K | 0.1% | -6.9% | 0.000% | |
| 6/3/2026 | Parallel Advisors LLC | 12,262 | $1.06M | 0.0% | +2.3% | 0.002% | |
| 6/2/2026 | Blue Edge Capital LLC | 40,937 | $3.55M | 0.5% | +2.5% | 0.007% | |
| 5/28/2026 | Cozad Asset Management Inc. | 31,270 | $2.71M | 0.2% | +0.5% | 0.005% | |
| 5/26/2026 | Glenmede Trust Co. NA | 27,004 | $2.34M | 0.0% | +386.7% | 0.004% | |
| 5/19/2026 | McIlrath & Eck LLC | 13,500 | $1.17M | 0.1% | -4.0% | 0.002% | |
| 5/19/2026 | Arkadios Wealth Advisors | 24,934 | $2.16M | 0.0% | +17.3% | 0.004% | |
| 5/18/2026 | Sunbelt Securities Inc. | 3,885 | $337K | 0.0% | +131.4% | 0.001% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 2,478 | $215K | 0.0% | +20.0% | 0.000% | |
| 5/8/2026 | JMG Financial Group Ltd. | 13,234 | $1.15M | 0.0% | +7.1% | 0.002% | |
| 5/8/2026 | ESL Trust Services LLC | 875 | $76K | 0.0% | -21.9% | 0.000% | |
| 5/7/2026 | Parallel Advisors LLC | 12,262 | $1.06M | 0.0% | +2.3% | 0.002% | |
| 5/7/2026 | Sentinel Trust Co. LBA | 33,500 | $2.90M | 0.3% | +40.2% | 0.006% | |
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| 5/7/2026 | Vision Retirement LLC | 4,326 | $375K | 0.1% | -25.8% | 0.001% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 62,210 | $5.39M | 0.5% | -1.0% | 0.010% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 3,516 | $325K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Zhang Financial LLC | 76,794 | $6.65M | 0.2% | +9.3% | 0.013% | |
| 5/6/2026 | FSA Advisors Inc. | 3,654 | $317K | 0.2% | +4.0% | 0.001% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 2,745 | $257K | 0.0% | +317.8% | 0.000% | |
| 5/6/2026 | Main Street Group LTD | 1,345 | $117K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | Bank of New York Mellon Corp | 108,820 | $9.43M | 0.0% | -19.7% | 0.018% | |
| 5/5/2026 | Ethos Financial Group LLC | 56,405 | $4.89M | 0.4% | +0.5% | 0.009% | |
| 5/5/2026 | Broadview Financial Management LLC | 11,680 | $1.01M | 0.7% | -2.7% | 0.002% | |
| 5/4/2026 | Tradewinds LLC. | 4,575 | $426K | 0.2% | N/A | 0.001% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 79,884 | $6.92M | 0.1% | +80.1% | 0.013% | |
| 5/1/2026 | DMC Group LLC | 7,121 | $617K | 0.4% | -9.9% | 0.001% | |
| 4/30/2026 | Equitable Trust Co. | 548,756 | $47.54M | 2.2% | -0.8% | 0.091% | |
| 4/30/2026 | Isthmus Partners LLC | 26,263 | $2.28M | 0.2% | N/A | 0.004% | |
| 4/28/2026 | Indiana Trust & Investment Management Co | 705 | $61K | 0.0% | +48.4% | 0.000% | |
| 4/28/2026 | NBT Bank N A NY | 80,038 | $6.93M | 0.5% | +5,763.6% | 0.013% | |
| 4/24/2026 | Root Financial Partners LLC | 823 | $71K | 0.0% | +1,369.6% | 0.000% | |
| 4/24/2026 | Financial Life Planners | 578 | $50K | 0.0% | N/A | 0.000% | |
| 4/23/2026 | Vicus Capital | 23,363 | $2.02M | 0.1% | +9.5% | 0.004% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 1,734 | $150K | 0.0% | +26.8% | 0.000% | |
| 4/22/2026 | Madison Park Capital Advisors LLC | 7,065 | $612K | 0.5% | -4.0% | 0.001% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,502,702 | $130.19M | 0.3% | -5.0% | 0.249% | |
| 4/22/2026 | Venturi Wealth Management LLC | 12,359 | $1.07M | 0.0% | +40.6% | 0.002% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 35,560 | $3.08M | 0.2% | +1.1% | 0.006% | |
| 4/21/2026 | Davidson Trust Co. | 61,732 | $5.35M | 2.3% | +6.1% | 0.010% | |
| 4/17/2026 | AdvisorNet Financial Inc | 47,276 | $4.10M | 0.2% | +6.5% | 0.008% | |
| 4/17/2026 | Roble Belko & Company Inc | 39,711 | $3.44M | 0.4% | -4.9% | 0.007% | |
| 4/16/2026 | Forbes J M & Co. LLP | 125,474 | $10.87M | 0.9% | +2.1% | 0.021% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 5,900 | $511K | 0.0% | +9.3% | 0.001% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 305 | $26K | 0.0% | N/A | 0.000% | |
| 2/20/2026 | Sunbelt Securities Inc. | 1,679 | $142K | 0.0% | -24.0% | 0.000% | |
| 2/18/2026 | Ameriflex Group Inc. | 1,839 | $156K | 0.1% | -43.1% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 53,251 | $4.51M | 0.0% | +5.4% | 0.009% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 7,215 | $611K | 0.1% | -2.5% | 0.001% | |
| 2/18/2026 | IHT Wealth Management LLC | 17,993 | $1.52M | 0.0% | +7.8% | 0.003% | |
| 2/17/2026 | Advisory Services Network LLC | 237,662 | $20.12M | 0.3% | +243.7% | 0.039% | |
| 2/17/2026 | Russell Investments Group Ltd. | 3,903 | $330K | 0.0% | +59.2% | 0.001% | |
| 2/17/2026 | Captrust Financial Advisors | 10,749,069 | $909.80M | 1.7% | +29.0% | 1.757% | |
| 2/16/2026 | Icon Wealth Advisors LLC | 9,694 | $821K | 0.1% | +6.0% | 0.002% | |
| 2/13/2026 | Arkadios Wealth Advisors | 21,261 | $1.80M | 0.0% | +106.1% | 0.003% | |
| 2/13/2026 | Broadview Financial Management LLC | 12,006 | $1.02M | 0.7% | +1.9% | 0.002% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 242,254 | $20.50M | 0.2% | +4.5% | 0.040% | |
| 2/13/2026 | Golden State Wealth Management LLC | 17,338 | $1.47M | 0.2% | +2,328.3% | 0.003% | |
| 2/12/2026 | Rossby Financial LCC | 3,317 | $281K | 0.1% | -14.9% | 0.001% | |
| 2/12/2026 | Sfam LLC | 5,936 | $502K | 0.5% | N/A | 0.001% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 15,370 | $1.30M | 0.0% | N/A | 0.003% | |
| 2/12/2026 | Colonial Trust Co SC | 842 | $71K | 0.0% | -31.1% | 0.000% | |
| 2/11/2026 | Fund Evaluation Group LLC | 2,043,417 | $172.96M | 5.7% | +18.9% | 0.334% | |
| 2/11/2026 | NYL Investors LLC | 71,907 | $6.09M | 2.1% | -62.5% | 0.012% | |
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| 2/11/2026 | Dorsey & Whitney Trust CO LLC | 3,232 | $274K | 0.0% | N/A | 0.001% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 1,581,128 | $133.83M | 0.3% | +1.3% | 0.258% | |
| 2/11/2026 | Eldridge Investment Advisors Inc. | 126,851 | $10.74M | 2.4% | +3.2% | 0.021% | |
| 2/11/2026 | JPMorgan Chase & Co. | 867,962 | $73.46M | 0.0% | +10.3% | 0.142% | |
| 2/11/2026 | Disciplina Capital Management LLC | 44,760 | $3.79M | 0.4% | -10.8% | 0.007% | |
| 2/11/2026 | Nemes Rush Group LLC | 12,328 | $1.04M | 0.1% | +1,407.1% | 0.002% | |
| 2/11/2026 | First Command Advisory Services Inc. | 76,743 | $6.50M | 0.0% | -6.4% | 0.013% | |
| 2/11/2026 | Parallel Advisors LLC | 11,991 | $1.02M | 0.0% | -8.1% | 0.002% | |
| 2/11/2026 | Continuum Advisory LLC | 5,401 | $457K | 0.0% | -27.3% | 0.001% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 62,851 | $5.32M | 0.5% | -0.5% | 0.010% | |