| 7/1/2026 | Eastern Bank | 98,217 | $3.07M | 0.0% | +24.7% | 0.606% | |
| 5/18/2026 | Royal Bank of Canada | 36,454 | $1.17M | 0.0% | +192.7% | 0.225% | |
| 5/15/2026 | Van Diest Capital LLC | 7,532 | $242K | 0.2% | -11.7% | 0.046% | |
| 5/14/2026 | Modern Wealth Management LLC | 34,618 | $1.10M | 0.0% | +8.2% | 0.214% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 26,021 | $837K | 0.4% | -15.3% | 0.161% | |
| 5/7/2026 | AlTi Global Inc. | 4,637,146 | $149.12M | 3.2% | +4.8% | 28.624% | |
| 5/5/2026 | D.A. Davidson & CO. | 8,425 | $271K | 0.0% | N/A | 0.052% | |
| 5/5/2026 | Sigma Planning Corp | 15,685 | $504K | 0.0% | +13.2% | 0.097% | |
| 5/4/2026 | HBW Advisory Services LLC | 51,215 | $1.65M | 0.2% | +3.2% | 0.316% | |
| 5/1/2026 | Fifth Third Bancorp | 800 | $26K | 0.0% | N/A | 0.005% | |
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| 4/27/2026 | Private Advisor Group LLC | 18,462 | $594K | 0.0% | +5.5% | 0.114% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 161,129 | $5.18M | 0.1% | N/A | 0.998% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 25,058 | $806K | 0.0% | +16.6% | 0.155% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 120,181 | $3.18M | 0.0% | +10.4% | 0.780% | |
| 2/19/2026 | Van Diest Capital LLC | 8,529 | $226K | 0.3% | N/A | 0.055% | |
| 2/17/2026 | Royal Bank of Canada | 12,456 | $329K | 0.0% | +29.7% | 0.081% | |
| 2/16/2026 | Arax Advisory Partners | 68,658 | $1.82M | 0.1% | N/A | 0.446% | |
| 2/13/2026 | AlTi Global Inc. | 4,423,773 | $116.97M | 2.5% | +0.8% | 28.726% | |
| 2/13/2026 | Stifel Financial Corp | 154,248 | $4.08M | 0.0% | +3.5% | 1.002% | |
| 2/12/2026 | Jane Street Group LLC | 17,159 | $454K | 0.0% | -32.1% | 0.111% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 26,028 | $688K | 0.0% | +19.7% | 0.169% | |
| 2/12/2026 | StoneX Group Inc. | 24,771 | $655K | 0.0% | N/A | 0.161% | |
| 2/11/2026 | Cerity Partners OCIO LLC | 2,370,562 | $62.68M | 3.5% | +0.3% | 15.393% | |
| 2/11/2026 | LPL Financial LLC | 265,202 | $7.01M | 0.0% | -14.2% | 1.722% | |
| 2/9/2026 | Marshall Investment Management LLC | 47,651 | $1.26M | 0.6% | +1.8% | 0.309% | |
| 2/6/2026 | IFP Advisors Inc | 4,015 | $106K | 0.0% | -80.9% | 0.026% | |
| 2/3/2026 | Legacy Wealth Managment LLC ID | 30,737 | $813K | 0.4% | +68.0% | 0.200% | |
| 1/30/2026 | Sigma Planning Corp | 13,850 | $366K | 0.0% | -3.2% | 0.090% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 21,483 | $568K | 0.0% | +4.9% | 0.140% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 26,790 | $708K | 0.0% | N/A | 0.174% | |
| 1/26/2026 | CWM LLC | 99,315 | $2.63M | 0.0% | +3.5% | 0.645% | |
| 1/23/2026 | HBW Advisory Services LLC | 49,626 | $1.31M | 0.1% | +526.1% | 0.322% | |
| 1/14/2026 | Eastern Bank | 100,845 | $2.67M | 0.0% | N/A | 0.655% | |
| 11/17/2025 | Marshall Investment Management LLC | 46,793 | $1.22M | 0.6% | N/A | 0.314% | |
| 11/17/2025 | Flow Traders U.S. LLC | 21,244 | $556K | 0.0% | N/A | 0.143% | |
| 11/14/2025 | Raymond James Financial Inc. | 170,560 | $4.46M | 0.0% | +0.7% | 1.145% | |
| 11/14/2025 | Fiduciary Trust Co | 5,333,685 | $139.57M | 1.6% | -0.1% | 35.797% | |
| 11/13/2025 | Private Advisor Group LLC | 17,000 | $445K | 0.0% | +41.4% | 0.114% | |
| 11/6/2025 | AlTi Global Inc. | 4,387,022 | $114.79M | 2.7% | +5.1% | 29.443% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 11,648 | $305K | 0.0% | -24.0% | 0.078% | |
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| 10/22/2025 | Cerity Partners OCIO LLC | 2,362,887 | $61.83M | 3.2% | -1.6% | 15.858% | |
| 10/16/2025 | HBW Advisory Services LLC | 7,926 | $207K | 0.0% | -35.8% | 0.053% | |
| 10/15/2025 | CWM LLC | 95,962 | $2.51M | 0.0% | +5.9% | 0.646% | |
| 8/15/2025 | Garden State Investment Advisory Services LLC | 20,925 | $536K | 0.1% | +3.8% | 0.142% | |
| 8/15/2025 | Benjamin Edwards Inc. | 66,467 | $1.70M | 0.0% | -10.3% | 0.452% | |
| 8/15/2025 | Bank of America Corp DE | 29,713 | $762K | 0.0% | N/A | 0.202% | |
| 8/14/2025 | Jane Street Group LLC | 14,534 | $373K | 0.0% | +16.7% | 0.099% | |
| 8/14/2025 | Raymond James Financial Inc. | 169,327 | $4.34M | 0.0% | -6.4% | 1.152% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 98,110 | $2.52M | 0.0% | +1.9% | 0.672% | |
| 8/6/2025 | Legacy Wealth Managment LLC ID | 16,274 | $417K | 0.2% | +33.1% | 0.111% | |
| 8/5/2025 | Sigma Planning Corp | 14,208 | $364K | 0.0% | +62.4% | 0.097% | |
| 7/31/2025 | AlTi Global Inc. | 4,173,401 | $106.99M | 2.7% | +1.9% | 28.585% | |
| 7/25/2025 | CWM LLC | 90,656 | $2.32M | 0.0% | N/A | 0.621% | |
| 7/16/2025 | West Branch Capital LLC | 1,040 | $27K | 0.0% | N/A | 0.007% | |
| 7/2/2025 | HBW Advisory Services LLC | 12,344 | $316K | 0.0% | N/A | 0.085% | |
| 6/2/2025 | Modern Wealth Management LLC | 23,798 | $620K | 0.0% | +22.5% | 0.165% | |
| 5/19/2025 | Jane Street Group LLC | 12,454 | $324K | 0.0% | N/A | 0.086% | |
| 5/19/2025 | SCS Capital Management LLC | 83,600 | $2.18M | 0.0% | N/A | 0.581% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 12,228 | $319K | 0.2% | +13.3% | 0.081% | |
| 5/16/2025 | AlTi Global Inc. | 4,093,723 | $106.64M | 2.8% | +7.5% | 27.201% | |
| 5/15/2025 | Royal Bank of Canada | 11,131 | $290K | 0.0% | -63.4% | 0.074% | |
| 5/15/2025 | OLD Mission Capital LLC | 18,771 | $489K | 0.0% | N/A | 0.125% | |
| 5/14/2025 | Flow Traders U.S. LLC | 16,378 | $427K | 0.0% | N/A | 0.109% | |
| 5/13/2025 | Raymond James Financial Inc. | 180,859 | $4.71M | 0.0% | +5.8% | 1.202% | |
| 5/13/2025 | Cresset Asset Management LLC | 309,928 | $8.07M | 0.0% | -17.3% | 2.059% | |
| 5/13/2025 | Rock Creek Group LP | 105,910 | $2.52M | 0.3% | +100.0% | 0.704% | |
| 5/12/2025 | Benjamin Edwards Inc. | 74,101 | $1.93M | 0.0% | N/A | 0.492% | |
| 5/8/2025 | Marshall Investment Management LLC | 40,412 | $1.05M | 0.7% | N/A | 0.269% | |
| 5/7/2025 | LPL Financial LLC | 334,836 | $8.72M | 0.0% | +58.5% | 2.225% | |
| 5/5/2025 | IFP Advisors Inc | 22,081 | $575K | 0.0% | +3.0% | 0.147% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 15,202 | $396K | 0.0% | N/A | 0.101% | |
| 5/5/2025 | Private Advisor Group LLC | 334,326 | $8.71M | 0.1% | +0.5% | 2.221% | |
| 5/2/2025 | Sigma Planning Corp | 8,748 | $228K | 0.0% | N/A | 0.058% | |
| 4/28/2025 | Summit Trail Advisors LLC | 103,252 | $2.69M | 0.1% | +4.1% | 0.686% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 11,837 | $308K | 0.0% | N/A | 0.079% | |
| 4/18/2025 | Prosperity Wealth Management Inc. | 12,213 | $318K | 0.1% | -10.3% | 0.081% | |
| 4/16/2025 | CVA Family Office LLC | 20,003 | $521K | 0.1% | -21.6% | 0.133% | |
| 2/17/2025 | Fiduciary Trust Co | 5,394,797 | $132.23M | 1.7% | +0.7% | 42.816% | |
| 2/17/2025 | Cresset Asset Management LLC | 374,723 | $9.18M | 0.0% | +2.7% | 2.974% | |
| 2/17/2025 | AlTi Global Inc. | 3,809,331 | $93.48M | 2.3% | +9.9% | 30.233% | |
| 2/14/2025 | Stifel Financial Corp | 185,659 | $4.55M | 0.0% | +0.8% | 1.473% | |
| 2/13/2025 | Legacy Investment Solutions LLC | 10,795 | $277K | 0.2% | +135.2% | 0.086% | |
| 2/13/2025 | Raymond James Financial Inc. | 171,004 | $4.19M | 0.0% | N/A | 1.357% | |
| 2/13/2025 | Cerity Partners OCIO LLC | 2,400,565 | $58.84M | 3.9% | -1.0% | 19.052% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 14,836 | $364K | 0.0% | N/A | 0.118% | |
| 2/11/2025 | Modern Wealth Management LLC | 24,915 | $647K | 0.0% | N/A | 0.198% | |
| 2/11/2025 | LPL Financial LLC | 211,195 | $5.18M | 0.0% | +7.0% | 1.676% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,990 | $294K | 0.0% | N/A | 0.095% | |
| 2/7/2025 | Prosperity Wealth Management Inc. | 13,613 | $334K | 0.1% | +10.7% | 0.108% | |
| 2/6/2025 | Raymond James Financial Inc. | 171,004 | $4.19M | 0.0% | N/A | 1.357% | |
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| 2/5/2025 | SRS Capital Advisors Inc. | 48,209 | $1.18M | 0.1% | N/A | 0.383% | |
| 2/4/2025 | IFP Advisors Inc | 21,442 | $526K | 0.0% | N/A | 0.170% | |
| 2/3/2025 | Private Advisor Group LLC | 332,607 | $8.15M | 0.0% | -2.6% | 2.640% | |
| 1/31/2025 | Global Retirement Partners LLC | 5,208 | $128K | 0.0% | -25.7% | 0.041% | |
| 1/29/2025 | Summit Trail Advisors LLC | 99,142 | $2.43M | 0.1% | +29.0% | 0.787% | |
| 11/15/2024 | Legacy Investment Solutions LLC | 4,589 | $116K | 0.1% | N/A | 0.036% | |
| 11/15/2024 | Jane Street Group LLC | 30,621 | $740K | 0.0% | -70.9% | 0.243% | |
| 11/15/2024 | Stifel Financial Corp | 184,242 | $4.46M | 0.0% | +3.5% | 1.462% | |
| 11/14/2024 | Fiduciary Trust Co | 5,355,165 | $129.49M | 1.8% | +0.4% | 42.501% | |
| 11/12/2024 | Summit Trail Advisors LLC | 76,856 | $1.86M | 0.0% | N/A | 0.610% | |