| 6/3/2026 | Parallel Advisors LLC | 10,235 | $3.02M | 0.1% | +6.2% | 0.043% | |
| 6/3/2026 | NewEdge Advisors LLC | 9,637 | $2.84M | 0.0% | +0.5% | 0.041% | |
| 5/28/2026 | Cozad Asset Management Inc. | 34,144 | $10.08M | 0.8% | -0.3% | 0.145% | |
| 5/22/2026 | Access Investment Management LLC | 1,543 | $455K | 0.1% | +522.2% | 0.007% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 13,179 | $3.89M | 0.2% | -13.8% | 0.056% | |
| 5/19/2026 | Western Wealth Management LLC | 194 | $57K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Bank of America Corp DE | 555,398 | $163.91M | 0.0% | -28.6% | 2.351% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 13,179 | $3.89M | 0.3% | -13.8% | 0.056% | |
| 5/18/2026 | Royal Bank of Canada | 30,691 | $9.06M | 0.0% | +3.2% | 0.130% | |
| 5/16/2026 | Quantinno Capital Management LP | 1,190 | $351K | 0.0% | +60.8% | 0.005% | |
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| 5/15/2026 | Waverly Advisors LLC | 297,130 | $87.69M | 0.7% | -0.6% | 1.258% | |
| 5/14/2026 | Modern Wealth Management LLC | 58,401 | $17.36M | 0.3% | -39.0% | 0.247% | |
| 5/14/2026 | Lido Advisors LLC | 691 | $204K | 0.0% | -37.5% | 0.003% | |
| 5/13/2026 | Cetera Investment Advisers | 98,852 | $29.17M | 0.0% | +5.0% | 0.419% | |
| 5/13/2026 | American Investment Services Inc. | 4,281 | $1.26M | 0.3% | -3.3% | 0.018% | |
| 5/13/2026 | Quantum Capital Management LLC NJ | 8,704 | $2.57M | 0.3% | -2.9% | 0.037% | |
| 5/13/2026 | Sachem Hill LLC | 10,052 | $2.97M | 0.6% | +5.2% | 0.043% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 22,320 | $6.59M | 0.2% | +13.3% | 0.094% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 9,154 | $2.70M | 0.0% | -2.2% | 0.039% | |
| 5/7/2026 | Parallel Advisors LLC | 10,235 | $3.02M | 0.1% | +6.2% | 0.043% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 125 | $41K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Heartland Bank & Trust Co | 2,564 | $757K | 0.2% | N/A | 0.011% | |
| 5/6/2026 | Zhang Financial LLC | 20,507 | $6.05M | 0.2% | +8.1% | 0.087% | |
| 5/6/2026 | Modera Wealth Management LLC | 2,385 | $704K | 0.0% | +1.6% | 0.010% | |
| 5/6/2026 | Assetmark Inc. | 775 | $229K | 0.0% | -31.0% | 0.003% | |
| 5/5/2026 | Bank of New York Mellon Corp | 479,116 | $141.40M | 0.0% | -1.1% | 2.028% | |
| 5/5/2026 | SouthState Bank Corp | 21,597 | $6.37M | 0.3% | -9.3% | 0.091% | |
| 5/5/2026 | Sanctuary Advisors LLC | 1,490 | $440K | 0.0% | -82.6% | 0.006% | |
| 5/5/2026 | Sigma Planning Corp | 10,605 | $3.13M | 0.1% | +1.0% | 0.045% | |
| 5/5/2026 | 1ST Source Bank | 762 | $225K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | AMG National Trust Bank | 7,710 | $2.28M | 0.0% | +18.6% | 0.033% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,080 | $319K | 0.0% | N/A | 0.005% | |
| 5/4/2026 | Nadler Financial Group Inc. | 13,095 | $3.87M | 0.4% | -6.3% | 0.055% | |
| 5/2/2026 | Navigate Wealth Management LLC | 26,584 | $8.48M | 6.0% | N/A | 0.113% | |
| 5/1/2026 | Fifth Third Bancorp | 25,585 | $7.55M | 0.0% | +1,493.1% | 0.108% | |
| 5/1/2026 | WealthShield Partners LLC | 2,312 | $682K | 0.1% | +3.6% | 0.010% | |
| 5/1/2026 | SoundView Advisors Inc. | 22,446 | $6.62M | 2.4% | -2.2% | 0.095% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 3,180 | $938K | 0.0% | -2.0% | 0.013% | |
| 5/1/2026 | KLCM Advisors Inc. | 691 | $204K | 0.0% | N/A | 0.003% | |
| 4/29/2026 | Hapanowicz & Associates Financial Services Inc | 22,067 | $6.51M | 2.6% | -1.8% | 0.093% | |
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| 4/28/2026 | Arbor Investment Advisors LLC | 53,283 | $15.73M | 2.0% | +0.7% | 0.226% | |
| 4/28/2026 | Ascentis Independent Advisors | 111 | $33K | 0.0% | N/A | 0.000% | |
| 4/28/2026 | Hardy Reed LLC | 1,238 | $365K | 0.0% | -5.9% | 0.005% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 1,514 | $447K | 0.0% | N/A | 0.006% | |
| 4/27/2026 | River S Edge Wealth Management LLC | 3,187 | $1.03M | 1.0% | +12.3% | 0.013% | |
| 4/27/2026 | Private Advisor Group LLC | 4,504 | $1.33M | 0.0% | +20.6% | 0.019% | |
| 4/25/2026 | Keybank National Association OH | 109,356 | $32.27M | 0.1% | -8.2% | 0.463% | |
| 4/24/2026 | Verus Wealth Management LLC | 5,770 | $1.70M | 1.6% | +13.5% | 0.024% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 1,657 | $489K | 0.0% | N/A | 0.007% | |
| 4/23/2026 | Intrua Financial LLC | 796 | $235K | 0.0% | -3.9% | 0.003% | |
| 4/23/2026 | BXM Wealth LLC | 2,728 | $805K | 0.6% | -6.8% | 0.012% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 3,867 | $1.14M | 0.0% | +4.0% | 0.016% | |
| 4/22/2026 | Spectrum Asset Management Inc. NB CA | 2,044 | $603K | 0.2% | -5.1% | 0.009% | |
| 4/22/2026 | Fort Washington Investment Advisors Inc. OH | 25,498 | $7.53M | 0.0% | N/A | 0.108% | |
| 4/21/2026 | Next Level Wealth Planning LLC | 1,496 | $441K | 0.2% | -31.8% | 0.006% | |
| 4/21/2026 | Retirement Planning Group LLC NY | 7,648 | $2.26M | 1.5% | -3.0% | 0.032% | |
| 4/21/2026 | Independent Wealth Network Inc. | 1,963 | $579K | 0.2% | N/A | 0.008% | |
| 4/21/2026 | Aaron Wealth Advisors LLC | 18,086 | $5.34M | 0.3% | -29.1% | 0.077% | |
| 4/21/2026 | Foster & Motley Inc. | 7,231 | $2.13M | 0.1% | -3.5% | 0.031% | |
| 4/21/2026 | OLD National Bancorp IN | 105,777 | $31.22M | 0.5% | +2.8% | 0.448% | |
| 4/20/2026 | Fifth Third Wealth Advisors LLC | 8,740 | $2.58M | 0.1% | +2.1% | 0.037% | |
| 4/20/2026 | Apella Capital LLC | 330,603 | $106.38M | 1.6% | +15.9% | 1.400% | |
| 4/17/2026 | Halbert Hargrove Global Advisors LLC | 30,906 | $9.12M | 0.4% | -6.6% | 0.131% | |
| 4/17/2026 | AdvisorNet Financial Inc | 6,764 | $2.00M | 0.1% | -17.2% | 0.029% | |
| 4/17/2026 | Brookstone Capital Management | 803 | $237K | 0.0% | N/A | 0.003% | |
| 4/17/2026 | Roble Belko & Company Inc | 25,225 | $7.44M | 0.9% | N/A | 0.107% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 7,641 | $2.26M | 1.2% | +65.3% | 0.032% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 5,345 | $1.65M | 0.0% | +21.8% | 0.022% | |
| 3/13/2026 | World Investment Advisors | 1,720 | $532K | 0.0% | N/A | 0.007% | |
| 3/11/2026 | Downshift Financial LLC | 2,633 | $807K | 0.5% | N/A | 0.011% | |
| 3/10/2026 | Advisortrust Partners LLC | 1,967 | $608K | 0.3% | N/A | 0.008% | |
| 3/9/2026 | Corient Private Wealth LLC | 6,796 | $2.10M | 0.0% | +10.3% | 0.028% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 7,083 | $2.19M | 0.1% | -1.1% | 0.030% | |
| 2/20/2026 | Wick Capital Partners LLC | 1,910 | $590K | 0.0% | -37.5% | 0.008% | |
| 2/19/2026 | Corient Private Wealth LLC | 6,240 | $1.93M | 0.0% | +1.2% | 0.026% | |
| 2/18/2026 | Note Advisors LLC | 22,435 | $6.98M | 3.2% | -3.8% | 0.094% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 65,736 | $20.32M | 0.0% | -3.0% | 0.274% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 96,862 | $29.93M | 0.2% | -0.7% | 0.404% | |
| 2/18/2026 | EP Wealth Advisors LLC | 4,680 | $1.45M | 0.0% | N/A | 0.020% | |
| 2/18/2026 | NewEdge Advisors LLC | 9,586 | $2.96M | 0.0% | +2.0% | 0.040% | |
| 2/18/2026 | Crusonia Wealth Advisors LLC | 28,645 | $8.85M | 1.9% | N/A | 0.120% | |
| 2/18/2026 | Hershey Financial Advisers LLC | 3,607 | $1.12M | 0.9% | N/A | 0.015% | |
| 2/18/2026 | Empowered Funds LLC | 680 | $210K | 0.0% | -97.4% | 0.003% | |
| 2/18/2026 | River S Edge Wealth Management LLC | 2,837 | $877K | 0.9% | N/A | 0.012% | |
| 2/18/2026 | First Manhattan CO. LLC. | 17,391 | $5.38M | 0.0% | -4.2% | 0.073% | |
| 2/17/2026 | AQR Capital Management LLC | 48,805 | $15.08M | 0.0% | +16.7% | 0.204% | |
| 2/17/2026 | Cetera Investment Advisers | 94,150 | $29.10M | 0.0% | +1.1% | 0.393% | |
| 2/17/2026 | Kovack Advisors Inc. | 770 | $238K | 0.0% | N/A | 0.003% | |
| 2/17/2026 | Capstone Financial Advisors Inc. | 22,541 | $6.97M | 0.4% | -2.1% | 0.094% | |
| 2/17/2026 | Osaic Holdings Inc. | 12,145 | $3.77M | 0.0% | -16.5% | 0.051% | |
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| 2/17/2026 | Advisory Services Network LLC | 1,809 | $559K | 0.0% | -24.2% | 0.008% | |
| 2/17/2026 | Guardian Wealth Advisors LLC NC | 1,369 | $423K | 0.0% | +2.7% | 0.006% | |
| 2/17/2026 | Captrust Financial Advisors | 16,816 | $5.20M | 0.0% | +37.8% | 0.070% | |
| 2/17/2026 | &PARTNERS | 2,390 | $738K | 0.0% | +15.4% | 0.010% | |
| 2/17/2026 | Blair William & Co. IL | 4,652 | $1.44M | 0.0% | +518.6% | 0.019% | |
| 2/17/2026 | Royal Bank of Canada | 29,725 | $9.19M | 0.0% | +2.1% | 0.124% | |
| 2/17/2026 | Cambridge Associates LLC MA ADV | 13,818 | $4.27M | 0.1% | -4.8% | 0.058% | |
| 2/16/2026 | Tenzing Financial LLC | 676 | $209K | 0.2% | N/A | 0.003% | |
| 2/16/2026 | TritonPoint Partners LLC | 4,043 | $1.25M | 0.7% | N/A | 0.017% | |
| 2/16/2026 | MML Investors Services LLC | 73,455 | $22.70M | 0.1% | -7.8% | 0.306% | |