| 7/10/2026 | KWB Wealth | 36,167 | $757K | 0.1% | +118.8% | 0.033% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 370,565 | $7.65M | 0.3% | +6.6% | 0.343% | |
| 7/8/2026 | Midwest Financial Network LLC | 21,338 | $446K | 0.3% | +36.6% | 0.020% | |
| 7/7/2026 | CoreCap Advisors LLC | 1,404 | $29K | 0.0% | -78.9% | 0.001% | |
| 6/26/2026 | WealthPoint Financial LLC | 20,306 | $419K | 0.3% | +24.8% | 0.019% | |
| 6/4/2026 | Midwest Financial Network LLC | 15,624 | $322K | 0.3% | +32.8% | 0.014% | |
| 5/19/2026 | Western Wealth Management LLC | 1,404 | $29K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Bank of America Corp DE | 1,066,926 | $22.02M | 0.0% | +64.5% | 0.980% | |
| 5/18/2026 | Royal Bank of Canada | 45,423 | $937K | 0.0% | +46.4% | 0.042% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 14,213 | $293K | 0.0% | +49.9% | 0.013% | |
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| 5/14/2026 | Sei Investments Co. | 1,731,139 | $35.73M | 0.0% | -3.0% | 1.590% | |
| 5/13/2026 | Cetera Investment Advisers | 79,366 | $1.64M | 0.0% | -22.3% | 0.073% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 107,064 | $2.21M | 0.0% | -9.7% | 0.098% | |
| 5/13/2026 | First Trust Advisors LP | 89,650 | $1.85M | 0.0% | +15.8% | 0.082% | |
| 5/8/2026 | Summit Global Investments | 21,241 | $438K | 0.0% | -91.0% | 0.020% | |
| 5/6/2026 | Assetmark Inc. | 298,612 | $6.16M | 0.0% | +0.5% | 0.274% | |
| 5/5/2026 | Wealthfront Advisers LLC | 37,300 | $770K | 0.0% | -46.8% | 0.034% | |
| 5/5/2026 | Sanctuary Advisors LLC | 24,134 | $498K | 0.0% | +33.5% | 0.022% | |
| 5/4/2026 | Bleakley Financial Group LLC | 112,384 | $2.32M | 0.0% | +95.4% | 0.103% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 197,199 | $4.07M | 1.2% | -5.5% | 0.181% | |
| 5/2/2026 | CAP Partners LLC | 14,200 | $293K | 0.2% | +8.4% | 0.013% | |
| 5/2/2026 | Valmark Advisers Inc. | 318,161 | $6.57M | 0.1% | +10.3% | 0.292% | |
| 5/1/2026 | Fifth Third Bancorp | 6,283 | $130K | 0.0% | +313.6% | 0.006% | |
| 5/1/2026 | Simplicity Wealth LLC | 35,980 | $743K | 0.0% | +26.8% | 0.033% | |
| 4/30/2026 | Hsbc Holdings PLC | 280,721 | $5.79M | 0.0% | +8.0% | 0.255% | |
| 4/30/2026 | Kestra Advisory Services LLC | 27,614 | $570K | 0.0% | +149.3% | 0.025% | |
| 4/30/2026 | PCB Capital LLC | 10,802 | $223K | 0.4% | +5.2% | 0.010% | |
| 4/29/2026 | Family CFO Inc | 38,046 | $785K | 0.4% | N/A | 0.035% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 60,239 | $1.24M | 0.4% | +9.9% | 0.055% | |
| 4/27/2026 | PFG Investments LLC | 19,454 | $402K | 0.0% | -7.2% | 0.018% | |
| 4/25/2026 | rebel Financial LLC | 235,679 | $4.86M | 2.1% | -0.9% | 0.214% | |
| 4/24/2026 | Root Financial Partners LLC | 2,996 | $62K | 0.0% | +272.2% | 0.003% | |
| 4/24/2026 | James Investment Research Inc. | 14,994 | $309K | 0.0% | +11.4% | 0.014% | |
| 4/23/2026 | Vicus Capital | 62,691 | $1.29M | 0.1% | +45.2% | 0.057% | |
| 4/22/2026 | Aspire Private Capital LLC | 148,429 | $3.06M | 0.7% | +3.1% | 0.135% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 10,949 | $226K | 0.0% | -60.8% | 0.010% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 14,938 | $308K | 0.1% | +6.5% | 0.014% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 36,149 | $746K | 0.1% | +11.0% | 0.033% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 28,028 | $578K | 0.3% | +10.6% | 0.025% | |
| 3/20/2026 | Hsbc Holdings PLC | 260,033 | $5.56M | 0.0% | N/A | 0.246% | |
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| 3/17/2026 | Rockefeller Capital Management L.P. | 55,740 | $1.19M | 0.0% | +875.0% | 0.053% | |
| 3/6/2026 | Hsbc Holdings PLC | 260,033 | $5.56M | 0.0% | N/A | 0.246% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 2,793 | $60K | 0.0% | N/A | 0.003% | |
| 2/19/2026 | WealthPoint Financial LLC | 16,265 | $348K | 0.3% | N/A | 0.015% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 15,318 | $327K | 0.0% | +8.5% | 0.014% | |
| 2/18/2026 | Summit Global Investments | 236,308 | $5.05M | 0.3% | +1.5% | 0.224% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 27,903 | $596K | 0.1% | -15.7% | 0.026% | |
| 2/18/2026 | First Citizens Bank & Trust Co. | 118,591 | $2.53M | 0.0% | +1.4% | 0.112% | |
| 2/17/2026 | Cetera Investment Advisers | 102,084 | $2.18M | 0.0% | +12.6% | 0.097% | |
| 2/17/2026 | Equitable Holdings Inc. | 66,701 | $1.43M | 0.0% | +11.4% | 0.063% | |
| 2/17/2026 | Osaic Holdings Inc. | 33,754 | $721K | 0.0% | -58.3% | 0.032% | |
| 2/17/2026 | Royal Bank of Canada | 31,027 | $663K | 0.0% | +40.9% | 0.029% | |
| 2/16/2026 | MML Investors Services LLC | 18,250 | $390K | 0.0% | N/A | 0.017% | |
| 2/16/2026 | Mariner LLC | 40,715 | $870K | 0.0% | +40.1% | 0.039% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 1,290 | $28K | 0.0% | -29.4% | 0.001% | |
| 2/13/2026 | Kestra Advisory Services LLC | 11,075 | $237K | 0.0% | +12.5% | 0.010% | |
| 2/13/2026 | CreativeOne Wealth LLC | 16,300 | $348K | 0.0% | +6.3% | 0.015% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 35,909 | $767K | 0.1% | -6.0% | 0.034% | |
| 2/13/2026 | Avos Capital Management LLC | 249,682 | $5.34M | 2.3% | +0.8% | 0.236% | |
| 2/13/2026 | Novus Advisors LLC | 20,531 | $439K | 1.0% | +4.0% | 0.019% | |
| 2/13/2026 | Genesis Wealth Advisors LLC | 189,908 | $4.06M | 2.8% | +2.7% | 0.180% | |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 38,075,916 | $813.68M | 0.1% | -3.3% | 36.023% | |
| 2/13/2026 | State Street Corp | 2,527,233 | $54.01M | 0.0% | +1.6% | 2.391% | |
| 2/13/2026 | Landmark Wealth Management Inc. | 57,921 | $1.24M | 0.5% | +5.4% | 0.055% | |
| 2/13/2026 | Wells Fargo & Company MN | 313,743 | $6.71M | 0.0% | -6.1% | 0.297% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 22,450 | $480K | 0.0% | +7.2% | 0.021% | |
| 2/12/2026 | Wagner Wealth Management Corp | 41,684 | $891K | 0.9% | N/A | 0.039% | |
| 2/12/2026 | Hibernia Wealth Partners LLC | 208,680 | $4.46M | 1.3% | +95.4% | 0.197% | |
| 2/11/2026 | LPL Financial LLC | 853,429 | $18.24M | 0.0% | +2.2% | 0.807% | |
| 2/11/2026 | Franklin Resources Inc. | 3,010 | $64K | 0.0% | N/A | 0.003% | |
| 2/10/2026 | Transatlantique Private Wealth LLC | 12,937 | $276K | 0.1% | -33.2% | 0.012% | |
| 2/10/2026 | Frederick Financial Consultants LLC | 10,031 | $214K | 0.1% | N/A | 0.009% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 3,412 | $73K | 0.0% | -29.2% | 0.003% | |
| 2/9/2026 | Valtinson Bruner Financial Planning LLC | 79,083 | $1.69M | 0.5% | +20.0% | 0.075% | |
| 2/9/2026 | Bleakley Financial Group LLC | 57,505 | $1.23M | 0.0% | +2.6% | 0.054% | |
| 2/9/2026 | Harbour Investments Inc. | 24,659 | $527K | 0.0% | +6.1% | 0.023% | |
| 2/9/2026 | Prospera Financial Services Inc | 125,414 | $2.68M | 0.0% | -7.1% | 0.119% | |
| 2/6/2026 | Global Retirement Partners LLC | 37,196 | $795K | 0.0% | +9,818.9% | 0.035% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 1,898 | $41K | 0.0% | +40.7% | 0.002% | |
| 2/6/2026 | HighTower Advisors LLC | 66,738 | $1.43M | 0.0% | +9.4% | 0.063% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 772,574 | $16.51M | 0.1% | +0.4% | 0.731% | |
| 2/5/2026 | First Citizens Asset Management Inc. | 14,201 | $303K | 0.1% | +18.3% | 0.013% | |
| 2/5/2026 | Allworth Financial LP | 3,388 | $72K | 0.0% | +200.6% | 0.003% | |
| 2/4/2026 | CAP Partners LLC | 13,094 | $280K | 0.2% | N/A | 0.012% | |
| 2/2/2026 | FSA Advisors Inc. | 23,957 | $512K | 0.1% | N/A | 0.023% | |
| 2/2/2026 | Breakwater Investment Management | 5,485 | $117K | 0.0% | +17.7% | 0.005% | |
| 2/2/2026 | Fifth Third Bancorp | 1,519 | $32K | 0.0% | +78.1% | 0.001% | |
| 1/30/2026 | Simplicity Wealth LLC | 28,377 | $606K | 0.0% | +11.1% | 0.027% | |
| 1/30/2026 | Wealthfront Advisers LLC | 70,134 | $1.50M | 0.0% | +46.4% | 0.066% | |
| 1/30/2026 | First Citizens Investor Services Inc. | 12,418 | $265K | 0.1% | +21.5% | 0.012% | |
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| 1/29/2026 | Comerica Bank | 861,772 | $18.42M | 0.1% | +17,042.9% | 0.815% | |
| 1/29/2026 | James Investment Research Inc. | 13,465 | $288K | 0.0% | +16.6% | 0.013% | |
| 1/29/2026 | UBS Group AG | 144,253 | $3.08M | 0.0% | +1.9% | 0.136% | |
| 1/29/2026 | Sanctuary Advisors LLC | 18,073 | $386K | 0.0% | -18.6% | 0.017% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 47,578 | $1.02M | 0.0% | N/A | 0.045% | |
| 1/28/2026 | Diversified Enterprises LLC | 17,492 | $374K | 0.0% | +13.2% | 0.017% | |
| 1/28/2026 | City State Bank | 200,641 | $4.29M | 1.2% | +4.4% | 0.190% | |
| 1/27/2026 | Dravo Bay LLC | 20,564 | $439K | 0.2% | -8.5% | 0.019% | |
| 1/27/2026 | Rainey & Randall Wealth Advisors Inc. | 47,814 | $1.02M | 0.2% | +1.7% | 0.045% | |
| 1/26/2026 | Merit Financial Group LLC | 73,828 | $1.58M | 0.0% | -10.1% | 0.070% | |