| 7/2/2026 | Versant Capital Management Inc | 138,902 | $5.93M | 0.5% | +76.9% | 0.293% | |
| 7/2/2026 | CX Institutional | 2,314 | $99K | 0.0% | N/A | 0.005% | |
| 6/11/2026 | E Wealth Partners LLC | 14,000 | $501K | 0.4% | +18.2% | 0.031% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 7,962 | $285K | 0.2% | N/A | 0.017% | |
| 6/3/2026 | Parallel Advisors LLC | 789 | $28K | 0.0% | -66.2% | 0.002% | |
| 6/3/2026 | NewEdge Advisors LLC | 87,621 | $3.14M | 0.0% | -6.2% | 0.193% | |
| 5/29/2026 | Asset Dedication LLC | 2,553,044 | $91.35M | 6.4% | -3.8% | 5.611% | |
| 5/21/2026 | Vestor Capital LLC | 3,700 | $132K | 0.0% | -95.0% | 0.008% | |
| 5/19/2026 | Bank of America Corp DE | 137,311 | $4.91M | 0.0% | +62.2% | 0.302% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 26,830 | $960K | 0.0% | -11.9% | 0.059% | |
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| 5/18/2026 | Royal Bank of Canada | 305,503 | $10.93M | 0.0% | +98.2% | 0.671% | |
| 5/18/2026 | Estate Counselors LLC | 183,475 | $6.57M | 0.6% | -0.3% | 0.403% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 50,790 | $1.82M | 0.1% | -0.5% | 0.112% | |
| 5/15/2026 | Waverly Advisors LLC | 187,324 | $6.70M | 0.1% | -2.4% | 0.412% | |
| 5/14/2026 | B&D White Capital Company LLC | 587,710 | $21.03M | 2.6% | +756.8% | 1.292% | |
| 5/13/2026 | American Investment Services Inc. | 8,376 | $300K | 0.1% | -6.5% | 0.018% | |
| 5/13/2026 | Daner Wealth Management LLC | 11,820 | $423K | 0.2% | +17.7% | 0.026% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 447,821 | $16.02M | 0.4% | +1.9% | 0.984% | |
| 5/7/2026 | Parallel Advisors LLC | 789 | $28K | 0.0% | -66.2% | 0.002% | |
| 5/6/2026 | Sterling Financial Planning Inc. | 176,980 | $6.33M | 1.9% | -1.7% | 0.389% | |
| 5/6/2026 | Astra Wealth Partners LLC | 87,028 | $3.11M | 1.9% | +2.8% | 0.191% | |
| 5/6/2026 | Angeles Wealth Management LLC | 934 | $33K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Golden Bell Financial Planning LLC | 85,293 | $3.05M | 2.4% | +6.9% | 0.187% | |
| 5/5/2026 | Financial Harvest LLC | 6,525 | $233K | 0.1% | +8.8% | 0.014% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 39,103 | $1.40M | 0.0% | N/A | 0.086% | |
| 5/5/2026 | Sanctuary Advisors LLC | 12,425 | $445K | 0.0% | -3.1% | 0.027% | |
| 5/4/2026 | Mattern Capital Management LLC | 14,777 | $529K | 0.1% | +56.2% | 0.032% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 94,612 | $3.75M | 0.1% | +7.6% | 0.208% | |
| 5/4/2026 | Vantage Point Financial LLC | 48,360 | $1.73M | 0.6% | -0.9% | 0.106% | |
| 5/1/2026 | Fifth Third Bancorp | 1,464 | $52K | 0.0% | N/A | 0.003% | |
| 5/1/2026 | EQ Wealth Advisors LLC | 116,864 | $4.18M | 2.4% | +6.5% | 0.257% | |
| 5/1/2026 | Simplicity Wealth LLC | 6,836 | $245K | 0.0% | -7.7% | 0.015% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 61,655 | $2.21M | 0.0% | -5.8% | 0.135% | |
| 4/30/2026 | Kestra Advisory Services LLC | 40,131 | $1.44M | 0.0% | +5.6% | 0.088% | |
| 4/30/2026 | Summit Portfolio Management LTD. | 96,986 | $3.47M | 2.2% | N/A | 0.212% | |
| 4/29/2026 | Montag A & Associates Inc. | 7,100 | $254K | 0.0% | +20.3% | 0.016% | |
| 4/29/2026 | Corus Family Wealth Advisors | 43,479 | $1.56M | 1.3% | +10.0% | 0.095% | |
| 4/29/2026 | United Asset Strategies Inc. | 68,341 | $2.45M | 0.2% | N/A | 0.150% | |
| 4/29/2026 | Strata Wealth Advisors LLC | 411,910 | $14.74M | 4.0% | -2.3% | 0.901% | |
| 4/29/2026 | Oceanside Advisors LLC | 29,321 | $1.05M | 0.6% | +1.8% | 0.064% | |
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| 4/29/2026 | Canvas Wealth Advisors LLC | 9,114 | $326K | 0.1% | N/A | 0.020% | |
| 4/28/2026 | Abel Hall LLC | 55,563 | $1.99M | 0.4% | -1.0% | 0.122% | |
| 4/28/2026 | Carlton Hofferkamp & Jenks Wealth Management LLC | 6,784 | $267K | 0.1% | N/A | 0.015% | |
| 4/28/2026 | Ascentis Independent Advisors | 3,463 | $124K | 0.0% | -42.6% | 0.008% | |
| 4/27/2026 | World Investment Advisors | 12,021 | $430K | 0.0% | +9.7% | 0.027% | |
| 4/24/2026 | Root Financial Partners LLC | 146,649 | $5.25M | 0.2% | -17.6% | 0.325% | |
| 4/24/2026 | Family Investment Center Inc. | 569,480 | $20.38M | 3.9% | +426.3% | 1.263% | |
| 4/23/2026 | Forum Financial Management LP | 28,812 | $1.03M | 0.0% | -3.5% | 0.064% | |
| 4/23/2026 | Guardian Wealth Management LLC | 346,462 | $12.41M | 3.8% | -5.3% | 0.768% | |
| 4/23/2026 | TRU Independence Asset Management 2 LLC | 39,131 | $1.40M | 0.9% | +2.3% | 0.087% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 579,741 | $20.74M | 0.1% | +5.3% | 1.303% | |
| 4/22/2026 | Foundry Financial LLC | 77,506 | $2.77M | 1.2% | +21.4% | 0.174% | |
| 4/21/2026 | Financial Architects LLC | 268,085 | $9.59M | 5.1% | +0.8% | 0.602% | |
| 4/21/2026 | AA Financial Advisors LLC | 29,042 | $1.04M | 0.1% | N/A | 0.065% | |
| 4/20/2026 | Ritholtz Wealth Management | 1,424,431 | $50.97M | 0.9% | +6.2% | 3.201% | |
| 4/20/2026 | Breakwater Capital Group | 154,294 | $5.52M | 0.7% | +2.8% | 0.347% | |
| 4/20/2026 | Factor Wealth Management LTD | 16,002 | $573K | 0.1% | +26.2% | 0.036% | |
| 4/20/2026 | Apella Capital LLC | 184,339 | $7.29M | 0.1% | N/A | 0.414% | |
| 4/20/2026 | Tranquility Partners LLC | 16,223 | $585K | 0.2% | +2.4% | 0.036% | |
| 4/17/2026 | Brookstone Capital Management | 9,285 | $332K | 0.0% | +52.8% | 0.021% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,951 | $133K | 0.0% | +66.5% | 0.010% | |
| 3/13/2026 | World Investment Advisors | 10,961 | $370K | 0.0% | N/A | 0.027% | |
| 3/9/2026 | Corient Private Wealth LLC | 108,543 | $3.66M | 0.0% | +11.7% | 0.272% | |
| 3/2/2026 | NCM Capital Management LLC | 15,650 | $528K | 0.2% | +7.6% | 0.039% | |
| 2/27/2026 | Financially in Tune LLC | 134,302 | $4.53M | 4.2% | N/A | 0.337% | |
| 2/26/2026 | BDFS Capital LLC | 10,033 | $339K | 0.2% | N/A | 0.025% | |
| 2/24/2026 | TRU Independence Asset Management 2 LLC | 38,260 | $1.29M | 0.8% | +9.3% | 0.096% | |
| 2/23/2026 | McMill Wealth Management | 8,115 | $274K | 0.1% | +4.3% | 0.020% | |
| 2/20/2026 | SB Capital Management Inc | 53,408 | $1.80M | 0.7% | N/A | 0.134% | |
| 2/19/2026 | Corient Private Wealth LLC | 100,397 | $3.39M | 0.0% | +3.3% | 0.252% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 606,046 | $20.45M | 0.1% | +1.7% | 1.519% | |
| 2/18/2026 | EP Wealth Advisors LLC | 16,733 | $565K | 0.0% | N/A | 0.042% | |
| 2/18/2026 | NewEdge Advisors LLC | 93,446 | $3.15M | 0.0% | -28.4% | 0.234% | |
| 2/18/2026 | Stokes Family Office LLC | 7,083 | $239K | 0.0% | -88.6% | 0.018% | |
| 2/18/2026 | SPWM Advisors LLC | 189,228 | $6.39M | 6.1% | N/A | 0.474% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 73,170 | $2.47M | 0.2% | -3.6% | 0.183% | |
| 2/17/2026 | Cetera Investment Advisers | 9,260 | $312K | 0.0% | -8.8% | 0.023% | |
| 2/17/2026 | Abel Hall LLC | 56,097 | $1.89M | 0.4% | -3.9% | 0.141% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,822 | $264K | 0.0% | -3.9% | 0.020% | |
| 2/17/2026 | Osaic Holdings Inc. | 66,562 | $2.25M | 0.0% | +46.5% | 0.167% | |
| 2/17/2026 | Royal Bank of Canada | 154,133 | $5.20M | 0.0% | -4.9% | 0.386% | |
| 2/16/2026 | Mariner LLC | 7,884 | $266K | 0.0% | -7.3% | 0.020% | |
| 2/16/2026 | E6 Portfolios LLC | 14,844 | $501K | 0.6% | N/A | 0.037% | |
| 2/16/2026 | B&D White Capital Company LLC | 68,591 | $2.31M | 0.3% | N/A | 0.172% | |
| 2/13/2026 | Kestra Advisory Services LLC | 37,992 | $1.28M | 0.0% | +4.3% | 0.095% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 57,234 | $1.93M | 0.0% | -9.5% | 0.143% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 60,911 | $2.06M | 0.0% | +1.0% | 0.153% | |
| 2/12/2026 | Triumph Capital Management | 35,049 | $1.18M | 0.3% | N/A | 0.088% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 62,753 | $2.12M | 0.0% | +14.2% | 0.157% | |
| 2/12/2026 | von Borstel & Associates Inc. | 252,041 | $8.50M | 2.0% | -1.4% | 0.632% | |
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| 2/12/2026 | Pettinga Financial Advisors LLC | 40,075 | $1.35M | 0.3% | -17.8% | 0.100% | |
| 2/12/2026 | Alpha Advisors LLC VA | 18,082 | $610K | 0.5% | +2.0% | 0.045% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 105,014 | $3.54M | 0.0% | +27.4% | 0.263% | |
| 2/12/2026 | Strata Wealth Advisors LLC | 421,781 | $14.23M | 4.0% | -12.3% | 1.057% | |
| 2/12/2026 | Betterment LLC | 224,775 | $7.58M | 0.0% | +2.4% | 0.563% | |
| 2/12/2026 | Bank of Montreal Can | 39,911 | $1.35M | 0.0% | -2.8% | 0.100% | |
| 2/12/2026 | Moneta Group Investment Advisors LLC | 162,332 | $5.48M | 0.0% | +3.2% | 0.407% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 5,969 | $201K | 0.0% | -24.7% | 0.015% | |
| 2/11/2026 | Vestor Capital LLC | 73,457 | $2.48M | 0.1% | +1,885.3% | 0.184% | |
| 2/11/2026 | Entelevest LLC | 11,168 | $377K | 0.4% | N/A | 0.028% | |