| 5/28/2026 | Lavelle Capital LP | 8,396 | $255K | 0.2% | N/A | 0.007% | |
| 5/26/2026 | Glenmede Trust Co. NA | 1,942,324 | $59.09M | 0.3% | +10.9% | 1.524% | |
| 5/19/2026 | Bank of America Corp DE | 53,572 | $1.63M | 0.0% | +1,956.5% | 0.042% | |
| 5/18/2026 | MSA Advisors LLC | 5,050 | $154K | 0.0% | N/A | 0.004% | |
| 5/16/2026 | Lazard Asset Management LLC | 1,475,696 | $44.89M | 0.1% | +30.6% | 1.158% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 249,622 | $7.59M | 0.3% | +16.6% | 0.196% | |
| 5/4/2026 | Summit Wealth Group LLC | 365,626 | $11.12M | 2.6% | -0.1% | 0.287% | |
| 4/27/2026 | HB Wealth Management LLC | 16,260 | $495K | 0.0% | +32.7% | 0.013% | |
| 4/22/2026 | Red Door Wealth Management LLC | 1,130,228 | $34.38M | 3.6% | +6.1% | 0.895% | |
| 4/21/2026 | Piedmont Capital Management LLC NC | 117,065 | $3.56M | 2.4% | -6.8% | 0.091% | |
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| 4/21/2026 | Fiduciary Alliance LLC | 119,941 | $3.87M | 0.2% | +6.5% | 0.093% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 20,303 | $659K | 0.0% | N/A | 0.018% | |
| 2/17/2026 | Lazard Asset Management LLC | 1,129,543 | $36.66M | 0.1% | +43.1% | 0.986% | |
| 2/17/2026 | &PARTNERS | 6,754 | $219K | 0.0% | N/A | 0.006% | |
| 2/16/2026 | Piedmont Capital Management LLC NC | 125,665 | $4.08M | 2.7% | N/A | 0.110% | |
| 2/16/2026 | Brown Advisory Inc. | 6,772,608 | $219.84M | 0.3% | +50.4% | 5.913% | |
| 2/13/2026 | Stifel Financial Corp | 151,720 | $4.93M | 0.0% | +56.7% | 0.132% | |
| 2/12/2026 | Jane Street Group LLC | 27,838 | $904K | 0.0% | +49.0% | 0.024% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 2,396,201 | $77.78M | 0.4% | +125.3% | 2.092% | |
| 2/11/2026 | Atlanta Consulting Group Advisors LLC | 570,814 | $18.53M | 4.2% | -1.0% | 0.498% | |
| 2/11/2026 | LPL Financial LLC | 8,150 | $265K | 0.0% | -12.8% | 0.007% | |
| 2/11/2026 | JPMorgan Chase & Co. | 1,373,501 | $44.58M | 0.0% | +8.3% | 1.199% | |
| 2/10/2026 | Greenspring Advisors LLC | 351,668 | $11.42M | 0.7% | N/A | 0.307% | |
| 2/10/2026 | Prodigy Asset Management LLC | 320,634 | $10.41M | 3.7% | +0.5% | 0.280% | |
| 2/9/2026 | Clearstead Advisors LLC | 202,195 | $6.56M | 0.1% | +13.1% | 0.177% | |
| 2/6/2026 | HighTower Advisors LLC | 166,087 | $5.39M | 0.0% | -1.2% | 0.145% | |
| 2/4/2026 | Advisor OS LLC | 85,695 | $2.78M | 0.2% | -0.4% | 0.074% | |
| 2/3/2026 | Morse Asset Management Inc | 65,800 | $2.14M | 0.4% | -3.6% | 0.057% | |
| 1/30/2026 | Citizens Financial Group Inc. RI | 612,696 | $19.89M | 0.3% | +13.3% | 0.536% | |
| 1/30/2026 | GC Wealth Management RIA LLC | 214,056 | $6.95M | 0.3% | +26.3% | 0.187% | |
| 1/29/2026 | UBS Group AG | 292,337 | $9.49M | 0.0% | +78.0% | 0.259% | |
| 1/22/2026 | Fiduciary Alliance LLC | 112,596 | $3.66M | 0.2% | +8.8% | 0.100% | |
| 1/20/2026 | Red Door Wealth Management LLC | 1,065,445 | $34.58M | 3.6% | +14.5% | 0.947% | |
| 1/16/2026 | YHB Investment Advisors Inc. | 318,518 | $10.34M | 0.7% | +2.1% | 0.280% | |
| 1/13/2026 | Sendero Wealth Management LLC | 2,349,314 | $76.26M | 8.5% | +28.6% | 2.106% | |
| 1/5/2026 | Burkett Financial Services LLC | 647,552 | $21.02M | 7.2% | +0.5% | 0.595% | |
| 1/1/2026 | JPMorgan Chase & Co. | 1,267,812 | $39.63M | 0.0% | +9.8% | 1.208% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 1,772,872 | $55.42M | 0.2% | N/A | 1.689% | |
| 11/20/2025 | Wilmington Savings Fund Society FSB | 56,164 | $1.76M | 0.0% | +11.6% | 0.054% | |
| 11/17/2025 | Susquehanna International Group LLP | 6,876 | $215K | 0.0% | N/A | 0.007% | |
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| 11/17/2025 | Permanens Capital L.P. | 764,024 | $23.88M | 3.6% | +0.5% | 0.728% | |
| 11/17/2025 | Morse Asset Management Inc | 68,245 | $2.13M | 0.4% | +87.0% | 0.065% | |
| 11/17/2025 | Ehrenkranz Partners L.P. | 744,416 | $23.27M | 20.4% | N/A | 0.709% | |
| 11/17/2025 | Bank of America Corp DE | 7,554 | $236K | 0.0% | -40.5% | 0.007% | |
| 11/14/2025 | Lazard Asset Management LLC | 789,479 | $24.68M | 0.0% | +46.4% | 0.752% | |
| 11/14/2025 | Raymond James Financial Inc. | 80,337 | $2.51M | 0.0% | +28.0% | 0.077% | |
| 11/14/2025 | Brown Brothers Harriman & Co. | 1,063,701 | $33.25M | 0.2% | +164.7% | 1.013% | |
| 11/14/2025 | Glenmede Investment Management LP | 1,411,288 | $44.12M | 0.2% | +42.4% | 1.344% | |
| 11/13/2025 | UBS Group AG | 164,229 | $5.13M | 0.0% | +20.5% | 0.156% | |
| 11/12/2025 | Cresset Asset Management LLC | 3,805,350 | $118.96M | 0.4% | +0.5% | 3.625% | |
| 11/12/2025 | Advisor OS LLC | 86,017 | $2.69M | 0.2% | -1.1% | 0.082% | |
| 11/10/2025 | Clearstead Advisors LLC | 178,839 | $5.59M | 0.1% | +50.4% | 0.170% | |
| 11/7/2025 | JPMorgan Chase & Co. | 1,267,812 | $39.63M | 0.0% | +9.8% | 1.208% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 3,000 | $94K | 0.0% | N/A | 0.003% | |
| 11/5/2025 | Atlanta Consulting Group Advisors LLC | 576,689 | $18.03M | 4.4% | +0.3% | 0.545% | |
| 11/5/2025 | Lowe Brockenbrough & Co. Inc. | 545,058 | $17.04M | 0.9% | +13.6% | 0.516% | |
| 10/28/2025 | Wilmington Savings Fund Society FSB | 56,164 | $1.76M | 0.0% | +11.6% | 0.054% | |
| 10/28/2025 | BCS Private Wealth Management Inc. | 1,009,560 | $31.56M | 11.3% | -0.8% | 0.967% | |
| 10/24/2025 | Citizens Financial Group Inc. RI | 540,739 | $16.90M | 0.2% | N/A | 0.519% | |
| 10/23/2025 | HB Wealth Management LLC | 12,250 | $383K | 0.0% | N/A | 0.012% | |
| 10/21/2025 | Rector Church Wardens & Vestrymen of Trinity Church in the City of New York | 4,238,092 | $132.48M | 56.6% | +24.1% | 4.052% | |
| 10/15/2025 | Triangle Securities Wealth Management | 106,500 | $3.33M | 0.8% | -23.4% | 0.103% | |
| 10/10/2025 | Red Door Wealth Management LLC | 930,288 | $29.08M | 3.1% | +82.6% | 0.902% | |
| 10/8/2025 | Fiduciary Alliance LLC | 103,507 | $3.24M | 0.2% | +9.0% | 0.101% | |
| 10/8/2025 | Sendero Wealth Management LLC | 1,827,062 | $57.11M | 6.7% | +14.6% | 1.776% | |
| 8/15/2025 | Lazard Asset Management LLC | 539,338 | $16.28M | 0.0% | +137.5% | 0.541% | |
| 8/15/2025 | Bank of America Corp DE | 12,704 | $383K | 0.0% | N/A | 0.013% | |
| 8/14/2025 | Raymond James Financial Inc. | 62,747 | $1.89M | 0.0% | +26.7% | 0.063% | |
| 8/14/2025 | BCS Private Wealth Management Inc. | 1,017,763 | $30.72M | 11.5% | N/A | 1.021% | |
| 8/13/2025 | Cresset Asset Management LLC | 3,784,928 | $114.23M | 0.5% | N/A | 3.798% | |
| 8/13/2025 | Brown Advisory Inc. | 2,499,969 | $75.45M | 0.1% | +162.6% | 2.509% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,154,552 | $34.84M | 0.0% | +156.1% | 1.180% | |
| 8/8/2025 | Atlanta Consulting Group Advisors LLC | 574,844 | $17.35M | 4.7% | -3.9% | 0.587% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 175,834 | $5.31M | 0.9% | -8.4% | 0.180% | |
| 7/22/2025 | Sendero Wealth Management LLC | 1,593,833 | $48.10M | 6.0% | +37.2% | 1.629% | |
| 7/9/2025 | Fiduciary Alliance LLC | 94,947 | $2.87M | 0.2% | +57.9% | 0.097% | |
| 5/19/2025 | Jane Street Group LLC | 39,137 | $1.10M | 0.0% | N/A | 0.043% | |
| 5/16/2025 | Permanens Capital L.P. | 497,280 | $13.93M | 2.5% | +99.2% | 0.550% | |
| 5/13/2025 | HighTower Advisors LLC | 189,495 | $5.31M | 0.0% | -1.3% | 0.210% | |
| 5/12/2025 | MSA Advisors LLC | 11,000 | $308K | 0.1% | +22.2% | 0.012% | |
| 5/7/2025 | Wealthstream Advisors Inc. | 192,018 | $5.38M | 1.0% | -3.5% | 0.212% | |
| 5/6/2025 | Advisor OS LLC | 101,037 | $2.83M | 0.3% | -9.6% | 0.112% | |
| 4/30/2025 | Prodigy Asset Management LLC | 318,889 | $8.93M | 7.2% | +0.2% | 0.368% | |
| 4/30/2025 | Brown Advisory Inc. | 952,170 | $26.67M | 0.0% | +142.5% | 1.098% | |
| 4/29/2025 | Rector Church Wardens & Vestrymen of Trinity Church in the City of New York | 1,435,235 | $40.20M | 18.3% | N/A | 1.655% | |
| 4/28/2025 | Klingenstein Fields & Co. LP | 38,351 | $1.07M | 0.0% | +209.3% | 0.044% | |
| 4/25/2025 | Red Door Wealth Management LLC | 456,175 | $12.78M | 1.9% | +5.4% | 0.526% | |
| 4/10/2025 | Sendero Wealth Management LLC | 1,161,461 | $32.53M | 4.5% | +74.8% | 1.386% | |
| 4/10/2025 | Triangle Securities Wealth Management | 139,000 | $3.89M | 1.0% | -1.0% | 0.166% | |
| 4/9/2025 | Fiduciary Alliance LLC | 60,113 | $1.68M | 0.2% | +18.1% | 0.072% | |
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| 2/17/2025 | Prodigy Asset Management LLC | 318,377 | $8.87M | 7.6% | N/A | 0.440% | |
| 2/17/2025 | Lazard Asset Management LLC | 58,875 | $1.64M | 0.0% | +95.3% | 0.081% | |
| 2/17/2025 | Brown Advisory Inc. | 392,593 | $10.93M | 0.0% | +188.3% | 0.543% | |
| 2/14/2025 | Northern Trust Corp | 69,518 | $1.94M | 0.0% | -28.2% | 0.096% | |
| 2/13/2025 | Raymond James Financial Inc. | 13,021 | $363K | 0.0% | N/A | 0.018% | |
| 2/12/2025 | MSA Advisors LLC | 9,000 | $251K | 0.1% | N/A | 0.012% | |
| 2/12/2025 | JPMorgan Chase & Co. | 38,210 | $1.06M | 0.0% | N/A | 0.053% | |
| 2/10/2025 | Corient Private Wealth LLC | 27,849 | $776K | 0.0% | -69.0% | 0.039% | |
| 2/7/2025 | HighTower Advisors LLC | 191,988 | $5.35M | 0.0% | +19.5% | 0.266% | |
| 2/6/2025 | Raymond James Financial Inc. | 13,021 | $363K | 0.0% | N/A | 0.018% | |