| 5/19/2026 | Bank of America Corp DE | 65,696 | $7.21M | 0.0% | +7.6% | 1.301% | |
| 5/18/2026 | Royal Bank of Canada | 2,245 | $247K | 0.0% | -32.5% | 0.044% | |
| 5/13/2026 | Cetera Investment Advisers | 12,600 | $1.38M | 0.0% | -30.9% | 0.250% | |
| 5/13/2026 | Measured Wealth Private Client Group LLC | 802 | $88K | 0.0% | -36.0% | 0.016% | |
| 5/12/2026 | Insight Advisors LLC PA | 13,718 | $1.51M | 0.3% | +2.1% | 0.272% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 38,608 | $4.24M | 0.0% | +42.1% | 0.765% | |
| 5/5/2026 | Bank of New York Mellon Corp | 312,585 | $34.29M | 0.0% | +24.7% | 6.190% | |
| 5/5/2026 | Signet Financial Management LLC | 52,676 | $5.78M | 0.6% | -2.2% | 1.043% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 6,623 | $727K | 0.0% | +54.5% | 0.131% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 11,037 | $1.21M | 0.0% | +20.2% | 0.219% | |
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| 5/1/2026 | Fifth Third Bancorp | 2,045 | $224K | 0.0% | N/A | 0.040% | |
| 4/30/2026 | Kestra Advisory Services LLC | 2,196 | $241K | 0.0% | -6.1% | 0.043% | |
| 4/29/2026 | Impact Investors Inc | 8,217 | $901K | 0.6% | -57.8% | 0.163% | |
| 4/27/2026 | Private Advisor Group LLC | 12,380 | $1.36M | 0.0% | +2.9% | 0.245% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 4,485 | $492K | 0.0% | +23.1% | 0.089% | |
| 4/25/2026 | Keybank National Association OH | 95,062 | $10.43M | 0.0% | +0.8% | 1.882% | |
| 4/24/2026 | RKL Wealth Management LLC | 76,180 | $8.36M | 0.8% | -5.5% | 1.509% | |
| 4/24/2026 | James Investment Research Inc. | 11,602 | $1.27M | 0.1% | -9.3% | 0.230% | |
| 4/24/2026 | Acorn Financial Advisory Services Inc. ADV | 1,930 | $212K | 0.0% | -15.6% | 0.038% | |
| 4/23/2026 | Daviman Financial LLC | 2,232 | $245K | 0.1% | -53.2% | 0.044% | |
| 4/22/2026 | Narus Financial Partners LLC | 5,730 | $629K | 0.2% | +6.4% | 0.115% | |
| 4/21/2026 | Maridea Wealth Management LLC | 5,711 | $627K | 0.1% | -34.9% | 0.114% | |
| 4/18/2026 | Faithward Advisors LLC | 1,879 | $206K | 0.0% | -23.0% | 0.038% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 11,871 | $1.31M | 0.1% | +2.9% | 0.228% | |
| 2/18/2026 | EP Wealth Advisors LLC | 2,402 | $265K | 0.0% | N/A | 0.046% | |
| 2/18/2026 | NewEdge Advisors LLC | 5,566 | $614K | 0.0% | -3.5% | 0.107% | |
| 2/17/2026 | Guggenheim Capital LLC | 10,899 | $1.20M | 0.0% | -3.0% | 0.210% | |
| 2/17/2026 | Cetera Investment Advisers | 18,243 | $2.01M | 0.0% | -53.2% | 0.351% | |
| 2/17/2026 | Osaic Holdings Inc. | 36,858 | $4.06M | 0.0% | -1.7% | 0.709% | |
| 2/17/2026 | Royal Bank of Canada | 3,328 | $367K | 0.0% | -7.5% | 0.064% | |
| 2/17/2026 | Faithward Advisors LLC | 2,441 | $269K | 0.0% | -12.3% | 0.047% | |
| 2/16/2026 | Mill Creek Capital Advisors LLC | 123,506 | $13.62M | 0.3% | -3.4% | 2.375% | |
| 2/16/2026 | Arax Advisory Partners | 2,325 | $256K | 0.0% | N/A | 0.045% | |
| 2/13/2026 | Fortis Capital Management LLC | 10,968 | $1.21M | 0.2% | +6.7% | 0.211% | |
| 2/13/2026 | Stifel Financial Corp | 426,879 | $47.07M | 0.0% | +7.4% | 8.209% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 5,679 | $626K | 0.0% | +3.6% | 0.109% | |
| 2/13/2026 | Arkadios Wealth Advisors | 3,275 | $361K | 0.0% | +32.0% | 0.063% | |
| 2/13/2026 | Wells Fargo & Company MN | 48,086 | $5.30M | 0.0% | +2.1% | 0.925% | |
| 2/12/2026 | Jane Street Group LLC | 11,868 | $1.31M | 0.0% | -87.7% | 0.228% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 9,284 | $1.02M | 0.0% | -5.4% | 0.179% | |
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| 2/12/2026 | StoneX Group Inc. | 2,003 | $221K | 0.0% | N/A | 0.039% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 3,642 | $401K | 0.0% | -4.1% | 0.070% | |
| 2/12/2026 | RKL Wealth Management LLC | 80,604 | $8.89M | 0.7% | +1.4% | 1.550% | |
| 2/11/2026 | Montis Financial LLC | 4,283 | $472K | 0.1% | -36.1% | 0.082% | |
| 2/11/2026 | LPL Financial LLC | 43,087 | $4.75M | 0.0% | +21.0% | 0.829% | |
| 2/11/2026 | Syon Capital LLC | 191,462 | $21.11M | 1.1% | +0.7% | 3.682% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 7,525 | $815K | 0.0% | -7.8% | 0.145% | |
| 2/11/2026 | Vista Cima Wealth Management LLC | 18,315 | $2.02M | 1.7% | +0.6% | 0.352% | |
| 2/10/2026 | Bank of New York Mellon Corp | 250,754 | $27.65M | 0.0% | +13.0% | 4.822% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 24,641 | $2.72M | 0.0% | N/A | 0.474% | |
| 2/10/2026 | Portland Global Advisors LLC | 2,000 | $220K | 0.0% | N/A | 0.038% | |
| 2/10/2026 | Measured Wealth Private Client Group LLC | 1,254 | $138K | 0.0% | -76.8% | 0.024% | |
| 2/10/2026 | Fiducient Advisors LLC | 13,555 | $1.49M | 0.2% | +2.2% | 0.261% | |
| 2/10/2026 | Moors & Cabot Inc. | 10,063 | $1.11M | 0.0% | +8.2% | 0.194% | |
| 2/10/2026 | Godfrey Financial Associates Inc. | 1,872 | $206K | 0.2% | N/A | 0.036% | |
| 2/9/2026 | Huntington National Bank | 321 | $35K | 0.0% | -67.4% | 0.006% | |
| 2/6/2026 | Daviman Financial LLC | 4,772 | $526K | 0.3% | N/A | 0.092% | |
| 2/6/2026 | Great Diamond Partners LLC | 64,417 | $7.10M | 1.4% | +1.3% | 1.239% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 27,179 | $3.00M | 0.0% | -14.8% | 0.523% | |
| 2/6/2026 | HighTower Advisors LLC | 474,523 | $52.32M | 0.1% | +6.2% | 9.125% | |
| 2/5/2026 | Sequent Planning LLC | 2,932 | $323K | 0.1% | -4.3% | 0.056% | |
| 2/4/2026 | Bailard Inc. | 112,826 | $12.44M | 0.3% | +2.3% | 2.170% | |
| 2/3/2026 | Triton Financial Group Inc | 8,812 | $972K | 0.6% | -40.6% | 0.169% | |
| 1/30/2026 | Citizens Financial Group Inc. RI | 9,181 | $1.01M | 0.0% | +6.5% | 0.177% | |
| 1/30/2026 | Keybank National Association OH | 94,353 | $10.40M | 0.0% | +2.0% | 1.814% | |
| 1/29/2026 | Comerica Bank | 2,045 | $225K | 0.0% | +6.5% | 0.039% | |
| 1/29/2026 | James Investment Research Inc. | 12,797 | $1.41M | 0.2% | -5.3% | 0.246% | |
| 1/29/2026 | UBS Group AG | 87,961 | $9.70M | 0.0% | -1.6% | 1.692% | |
| 1/28/2026 | United Asset Strategies Inc. | 3,037 | $335K | 0.0% | -9.1% | 0.058% | |
| 1/27/2026 | Novem Group | 5,017 | $553K | 0.1% | +15.0% | 0.096% | |
| 1/27/2026 | Sharper & Granite LLC | 9,425 | $1.04M | 0.4% | +21.7% | 0.181% | |
| 1/27/2026 | Smith Salley Wealth Management | 21,382 | $2.36M | 0.1% | +2.0% | 0.411% | |
| 1/27/2026 | Asset Management One Co. Ltd. | 103,598 | $11.42M | 0.0% | -6.3% | 1.992% | |
| 1/26/2026 | Private Trust Co. NA | 2,701 | $298K | 0.0% | -10.3% | 0.052% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 16,090 | $1.77M | 0.0% | -1.8% | 0.309% | |
| 1/26/2026 | BTS Asset Management Inc. | 4,103 | $453K | 0.6% | N/A | 0.079% | |
| 1/22/2026 | Apollon Wealth Management LLC | 2,198 | $242K | 0.0% | -14.2% | 0.042% | |
| 1/22/2026 | Glass Jacobson Investment Advisors llc | 11,409 | $1.26M | 0.5% | +16.1% | 0.219% | |
| 1/21/2026 | Impact Investors Inc | 19,486 | $2.15M | 1.5% | -46.4% | 0.375% | |
| 1/16/2026 | Heck Capital Advisors LLC | 6,711 | $740K | 0.1% | -14.4% | 0.129% | |
| 1/15/2026 | Jaffetilchin Investment Partners LLC | 32,505 | $3.58M | 0.2% | +22.9% | 0.625% | |
| 1/14/2026 | Hennion & Walsh Asset Management Inc. | 32,326 | $3.56M | 0.1% | +1.3% | 0.622% | |
| 1/14/2026 | Goelzer Investment Management Inc. | 9,434 | $1.04M | 0.0% | -2.6% | 0.181% | |
| 1/14/2026 | Fluent Financial LLC | 38,361 | $4.23M | 1.6% | +4.4% | 0.738% | |
| 1/12/2026 | CVA Family Office LLC | 23,757 | $2.62M | 0.3% | -18.5% | 0.457% | |
| 1/9/2026 | Park Place Capital Corp | 711 | $78K | 0.0% | -75.4% | 0.014% | |
| 1/8/2026 | Signet Financial Management LLC | 53,846 | $5.94M | 0.7% | -4.4% | 1.036% | |
| 1/8/2026 | Maridea Wealth Management LLC | 8,769 | $967K | 0.1% | +28.6% | 0.169% | |
| 1/6/2026 | Avior Wealth Management LLC | 2,651 | $292K | 0.0% | -4.0% | 0.051% | |
| 1/1/2026 | JPMorgan Chase & Co. | 7,009 | $774K | 0.0% | -5.2% | 0.134% | |
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| 12/29/2025 | Narus Financial Partners LLC | 2,015 | $222K | 0.2% | -51.1% | 0.038% | |
| 12/2/2025 | IFP Advisors Inc | 377 | $42K | 0.0% | -56.4% | 0.007% | |
| 11/20/2025 | WBI Investments LLC | 21,892 | $2.42M | 0.6% | -32.9% | 0.417% | |
| 11/19/2025 | Faithward Advisors LLC | 2,783 | $307K | 0.0% | -98.6% | 0.053% | |
| 11/18/2025 | Advisory Services Network LLC | 1,725 | $190K | 0.0% | N/A | 0.033% | |
| 11/17/2025 | Tidal Investments LLC | 23,150 | $2.55M | 0.0% | +13.0% | 0.441% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,927 | $1.10M | 0.0% | -48.2% | 0.189% | |
| 11/17/2025 | Measured Wealth Private Client Group LLC | 5,402 | $596K | 0.2% | -17.9% | 0.103% | |
| 11/17/2025 | Moors & Cabot Inc. | 9,297 | $1.03M | 0.0% | +14.4% | 0.177% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 3,798 | $419K | 0.0% | N/A | 0.072% | |