| 7/1/2026 | Eastern Bank | 51,952 | $2.11M | 0.0% | -6.3% | 0.076% | |
| 6/18/2026 | Western Wealth Management LLC | 22,543 | $825K | 0.0% | +32.3% | 0.033% | |
| 6/3/2026 | NewEdge Advisors LLC | 364,227 | $13.33M | 0.0% | +0.2% | 0.535% | |
| 5/19/2026 | Western Wealth Management LLC | 22,543 | $825K | 0.0% | +32.3% | 0.033% | |
| 5/19/2026 | NewEdge Advisors LLC | 361,783 | $13.24M | 0.3% | -0.4% | 0.531% | |
| 5/19/2026 | Bank of America Corp DE | 8,835,784 | $323.30M | 0.0% | -14.6% | 12.975% | |
| 5/18/2026 | Royal Bank of Canada | 38,608 | $1.41M | 0.0% | +8.2% | 0.057% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 6,800 | $249K | 0.1% | N/A | 0.010% | |
| 5/15/2026 | Waverly Advisors LLC | 307,922 | $11.27M | 0.1% | +3.2% | 0.452% | |
| 5/14/2026 | Sei Investments Co. | 54,173 | $1.98M | 0.0% | N/A | 0.080% | |
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| 5/14/2026 | Lido Advisors LLC | 42,111 | $1.54M | 0.0% | +15.6% | 0.062% | |
| 5/12/2026 | Clal Insurance Enterprises Holdings Ltd | 438,879 | $16.06M | 0.1% | -15.0% | 0.644% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 4,580,294 | $167.59M | 0.1% | +2.6% | 6.726% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 960 | $35K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Main Street Group LTD | 1,283 | $47K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 2,300,372 | $84.17M | 2.3% | +1.6% | 3.378% | |
| 5/4/2026 | Sterling Group Wealth Management LLC | 155,882 | $5.70M | 2.7% | -0.3% | 0.229% | |
| 5/2/2026 | Valmark Advisers Inc. | 150,801 | $5.52M | 0.1% | +4.1% | 0.221% | |
| 5/1/2026 | Midwest Trust Co | 129,674 | $4.75M | 0.1% | +0.4% | 0.190% | |
| 5/1/2026 | Fifth Third Bancorp | 1,153 | $42K | 0.0% | N/A | 0.002% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 365,888 | $13.39M | 0.1% | -1.4% | 0.537% | |
| 5/1/2026 | DMC Group LLC | 8,226 | $301K | 0.2% | +31.2% | 0.012% | |
| 4/30/2026 | Kestra Advisory Services LLC | 123,223 | $4.51M | 0.0% | +66.6% | 0.181% | |
| 4/29/2026 | Cvfg LLC | 173,756 | $6.36M | 0.8% | -1.2% | 0.255% | |
| 4/29/2026 | Meitav Investment House Ltd. | 52,526 | $1.92M | 0.0% | +89.7% | 0.077% | |
| 4/27/2026 | BIP Wealth LLC | 7,721 | $283K | 0.0% | +4.4% | 0.011% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 856,984 | $31.36M | 3.1% | +2.8% | 1.258% | |
| 4/27/2026 | Private Advisor Group LLC | 596,375 | $21.82M | 0.1% | +2.5% | 0.876% | |
| 4/24/2026 | Midwest Capital Advisors LLC | 20,141 | $737K | 0.3% | +16.2% | 0.030% | |
| 4/24/2026 | Kagan Cocozza Asset Management | 21,103 | $772K | 0.5% | -1.6% | 0.031% | |
| 4/23/2026 | Portus Wealth Advisors LLC | 279,845 | $10.24M | 9.6% | +16.7% | 0.411% | |
| 4/23/2026 | Apollon Wealth Management LLC | 28,634 | $1.05M | 0.0% | -25.1% | 0.042% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 9,079 | $332K | 0.0% | +3.8% | 0.013% | |
| 4/20/2026 | Blue Trust Inc. | 858 | $31K | 0.0% | -26.9% | 0.001% | |
| 4/18/2026 | HHM Wealth Advisors LLC | 59,574 | $2.18M | 0.3% | -4.3% | 0.087% | |
| 4/16/2026 | CWC Advisors LLC. | 138,560 | $5.07M | 2.4% | +0.9% | 0.203% | |
| 4/16/2026 | Montecito Bank & Trust | 130,849 | $4.79M | 0.8% | +4.6% | 0.192% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 52,879 | $1.90M | 0.0% | +2.5% | 0.080% | |
| 3/9/2026 | Corient Private Wealth LLC | 45,869 | $1.65M | 0.0% | -2.7% | 0.069% | |
| 2/27/2026 | Financially in Tune LLC | 23,711 | $852K | 0.8% | N/A | 0.036% | |
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| 2/23/2026 | Virtu Financial LLC | 12,905 | $464K | 0.0% | N/A | 0.020% | |
| 2/19/2026 | Rare Wolf Capital LLC | 21,298 | $765K | 0.5% | N/A | 0.032% | |
| 2/19/2026 | Corient Private Wealth LLC | 45,869 | $1.56M | 0.0% | -2.7% | 0.069% | |
| 2/18/2026 | EP Wealth Advisors LLC | 7,258 | $261K | 0.0% | N/A | 0.011% | |
| 2/18/2026 | NewEdge Advisors LLC | 363,325 | $13.05M | 0.0% | +4.0% | 0.550% | |
| 2/18/2026 | VestGen Advisors LLC | 19,726 | $709K | 0.0% | -89.3% | 0.030% | |
| 2/18/2026 | Millennium Management LLC | 5,812 | $209K | 0.0% | N/A | 0.009% | |
| 2/17/2026 | AQR Capital Management LLC | 78,800 | $2.83M | 0.0% | N/A | 0.119% | |
| 2/17/2026 | Cetera Investment Advisers | 80,836 | $2.90M | 0.0% | +1.7% | 0.122% | |
| 2/17/2026 | Equitable Holdings Inc. | 92,790 | $3.33M | 0.0% | +112.0% | 0.140% | |
| 2/17/2026 | Osaic Holdings Inc. | 157,737 | $5.67M | 0.0% | +33.5% | 0.239% | |
| 2/17/2026 | Private Advisor Group LLC | 582,015 | $20.91M | 0.1% | +3.8% | 0.881% | |
| 2/17/2026 | Captrust Financial Advisors | 626,658 | $22.51M | 0.0% | +293.2% | 0.948% | |
| 2/17/2026 | Royal Bank of Canada | 35,670 | $1.28M | 0.0% | +15.9% | 0.054% | |
| 2/17/2026 | Blair William & Co. IL | 11,938 | $429K | 0.0% | -6.7% | 0.018% | |
| 2/16/2026 | Tobias Financial Advisors Inc. | 190,435 | $6.84M | 1.0% | -0.2% | 0.288% | |
| 2/16/2026 | Mariner LLC | 156,467 | $5.62M | 0.0% | -0.3% | 0.237% | |
| 2/16/2026 | Mill Creek Capital Advisors LLC | 340,704 | $12.24M | 0.2% | +0.1% | 0.515% | |
| 2/16/2026 | Nicolet Advisory Services LLC | 73,730 | $2.76M | 0.2% | N/A | 0.112% | |
| 2/16/2026 | Focus Partners Wealth | 136,483 | $4.90M | 0.0% | -0.4% | 0.206% | |
| 2/16/2026 | 10Elms LLP | 3,833 | $138K | 0.1% | -21.5% | 0.006% | |
| 2/13/2026 | Jacobi Capital Management LLC | 602,516 | $21.64M | 1.3% | +3.6% | 0.912% | |
| 2/13/2026 | Kestra Advisory Services LLC | 73,980 | $2.66M | 0.0% | +19.5% | 0.112% | |
| 2/13/2026 | Johnson Investment Counsel Inc. | 13,003 | $467K | 0.0% | +85.7% | 0.020% | |
| 2/13/2026 | Stifel Financial Corp | 45,530 | $1.64M | 0.0% | -0.9% | 0.069% | |
| 2/13/2026 | Bragg Financial Advisors Inc | 31,341 | $1.13M | 0.0% | -5.3% | 0.047% | |
| 2/13/2026 | OpenArc Corporate Advisory LLC | 6,148 | $221K | 0.0% | N/A | 0.009% | |
| 2/13/2026 | Wells Fargo & Company MN | 184,796 | $6.64M | 0.0% | +0.2% | 0.280% | |
| 2/13/2026 | Tiemann Investment Advisors LLC | 109,702 | $3.94M | 1.5% | -0.5% | 0.166% | |
| 2/13/2026 | Gerber Kawasaki Wealth & Investment Management | 432,437 | $15.53M | 0.5% | +4.9% | 0.654% | |
| 2/12/2026 | Brooklyn Investment Group | 11,373 | $410K | 0.0% | +13.2% | 0.017% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 181,750 | $6.53M | 0.0% | -4.1% | 0.275% | |
| 2/12/2026 | Ironsides Asset Advisors LLC | 82,334 | $2.96M | 0.7% | +816.3% | 0.125% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 4,456 | $160K | 0.0% | +212.9% | 0.007% | |
| 2/12/2026 | Wilmington Savings Fund Society FSB | 431,430 | $15.50M | 0.4% | +0.2% | 0.653% | |
| 2/12/2026 | Bank of Montreal Can | 264,007 | $9.48M | 0.0% | +5.1% | 0.399% | |
| 2/11/2026 | Renaissance Group LLC | 11,702 | $420K | 0.0% | N/A | 0.018% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 8,745 | $314K | 0.0% | +10.4% | 0.013% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 438,792 | $15.76M | 0.2% | +5.2% | 0.664% | |
| 2/11/2026 | Cerity Partners LLC | 81,418 | $2.93M | 0.0% | +2.4% | 0.123% | |
| 2/11/2026 | LPL Financial LLC | 1,646,352 | $59.14M | 0.0% | +7.1% | 2.491% | |
| 2/11/2026 | JPMorgan Chase & Co. | 200,747 | $7.21M | 0.0% | -0.1% | 0.304% | |
| 2/11/2026 | Tradition Wealth Management LLC | 38,074 | $1.37M | 0.1% | +1.4% | 0.058% | |
| 2/11/2026 | Wealthgarden F.S. LLC | 6,548 | $247K | 0.2% | -5.3% | 0.010% | |
| 2/11/2026 | Clarity Capital Advisors LLC | 15,388 | $553K | 0.3% | N/A | 0.023% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 69,349 | $2.49M | 0.0% | +187.6% | 0.105% | |
| 2/10/2026 | IAG Wealth Partners LLC | 272,251 | $9.78M | 1.1% | -5.3% | 0.412% | |
| 2/10/2026 | Mitchell Capital Management Co. | 10,276 | $369K | 0.1% | -6.0% | 0.016% | |
| 2/10/2026 | WASHINGTON TRUST Co | 5,700 | $205K | 0.0% | N/A | 0.009% | |
| 2/10/2026 | Basepoint Wealth LLC | 2,505 | $90K | 0.1% | N/A | 0.004% | |
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| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 43,331 | $1.56M | 0.0% | +10.8% | 0.066% | |
| 2/10/2026 | Savant Capital LLC | 110,868 | $3.98M | 0.0% | -10.1% | 0.168% | |
| 2/9/2026 | Bleakley Financial Group LLC | 12,097 | $435K | 0.0% | N/A | 0.018% | |
| 2/9/2026 | HBK Sorce Advisory LLC | 28,227 | $1.09M | 0.0% | -5.4% | 0.043% | |
| 2/9/2026 | Hantz Financial Services Inc. | 319,480 | $11.48M | 0.2% | +2.6% | 0.483% | |
| 2/9/2026 | Todd Asset Management LLC | 11,272 | $405K | 0.0% | N/A | 0.017% | |
| 2/9/2026 | First National Trust Co | 5,918 | $213K | 0.0% | -22.8% | 0.009% | |
| 2/6/2026 | Cvfg LLC | 175,930 | $6.32M | 4.3% | +4.2% | 0.266% | |
| 2/6/2026 | Van Hulzen Asset Management LLC | 5,826 | $209K | 0.0% | N/A | 0.009% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 553,488 | $19.88M | 0.4% | -0.8% | 0.837% | |