| 7/10/2026 | Fiduciary Financial Group LLC | 178,050 | $11.99M | 1.4% | +15.4% | 0.267% | |
| 7/10/2026 | Sterling Investment Advisors LLC ADV | 81,023 | $5.45M | 2.4% | +2.4% | 0.122% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 23,112 | $1.56M | 0.0% | -1.1% | 0.035% | |
| 7/9/2026 | Chemistry Wealth Management LLC | 36,901 | $2.48M | 0.4% | +1.3% | 0.055% | |
| 7/8/2026 | White Wing Wealth Management | 3,478 | $234K | 0.1% | N/A | 0.005% | |
| 7/8/2026 | Factor Wealth Management LTD | 19,269 | $1.30M | 0.2% | -3.3% | 0.029% | |
| 7/7/2026 | Fermata Advisors LLC | 15,490 | $1.04M | 0.2% | +66.9% | 0.023% | |
| 7/7/2026 | Avior Wealth Management LLC | 10,492 | $706K | 0.0% | N/A | 0.016% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 2,823 | $190K | 0.0% | +19.0% | 0.004% | |
| 7/7/2026 | Pathway Financial Advisors LLC | 7,210 | $490K | 0.1% | -14.5% | 0.011% | |
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| 7/6/2026 | Boltwood Capital Management | 67,202 | $4.52M | 1.0% | +36.9% | 0.101% | |
| 7/2/2026 | Versant Capital Management Inc | 160,997 | $10.84M | 1.0% | +2.2% | 0.242% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 8,919 | $666K | 0.1% | N/A | 0.014% | |
| 6/3/2026 | NewEdge Advisors LLC | 27,845 | $2.08M | 0.0% | +19.1% | 0.043% | |
| 5/27/2026 | Allen Capital Group LLC | 22,129 | $1.65M | 0.1% | -2.2% | 0.034% | |
| 5/19/2026 | Western Wealth Management LLC | 364 | $27K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 27,803 | $2.08M | 0.0% | +18.9% | 0.043% | |
| 5/19/2026 | Bank of America Corp DE | 1,031,629 | $77.03M | 0.0% | +28.3% | 1.579% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 633 | $47K | 0.0% | N/A | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 127,247 | $9.50M | 0.0% | +12.0% | 0.195% | |
| 5/18/2026 | Empowered Funds LLC | 51,747 | $3.86M | 0.0% | +1.7% | 0.079% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 115,405 | $8.62M | 0.0% | +141.3% | 0.177% | |
| 5/14/2026 | Renaissance Technologies LLC | 16,800 | $1.25M | 0.0% | +90.9% | 0.026% | |
| 5/14/2026 | Hilltop Holdings Inc. | 22,714 | $1.70M | 0.2% | -16.0% | 0.035% | |
| 5/13/2026 | Cetera Investment Advisers | 281,874 | $21.05M | 0.0% | +310.4% | 0.431% | |
| 5/13/2026 | Cambridge Associates LLC MA ADV | 308,137 | $23.01M | 0.4% | -6.0% | 0.472% | |
| 5/12/2026 | Cadence Wealth Management LLC | 90,132 | $6.73M | 2.8% | +1.7% | 0.138% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 7,993 | $597K | 0.0% | +9.4% | 0.012% | |
| 5/8/2026 | Cura Wealth Advisors LLC | 4,000 | $299K | 0.1% | N/A | 0.006% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 383 | $29K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Hanover Advisors Inc. | 8,182 | $611K | 0.2% | +38.9% | 0.013% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 2,850 | $213K | 0.0% | N/A | 0.004% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 62,504 | $4.67M | 0.4% | +12.9% | 0.096% | |
| 5/6/2026 | McAlvany Wealth Management LLC | 6,739 | $492K | 0.3% | +51.5% | 0.010% | |
| 5/6/2026 | Angeles Wealth Management LLC | 625 | $47K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Bessemer Group Inc. | 30,581 | $2.28M | 0.0% | -16.6% | 0.047% | |
| 5/6/2026 | Avalon Trust Co | 2,575 | $192K | 0.0% | N/A | 0.004% | |
| 5/5/2026 | Wealthfront Advisers LLC | 49,792 | $3.72M | 0.0% | +20.4% | 0.076% | |
| 5/5/2026 | D.A. Davidson & CO. | 64,707 | $4.83M | 0.0% | +5.4% | 0.099% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,006 | $75K | 0.0% | -51.4% | 0.002% | |
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| 5/5/2026 | Signet Financial Management LLC | 8,140 | $608K | 0.1% | +16.0% | 0.012% | |
| 5/5/2026 | Advisors Preferred LLC | 1,532 | $114K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 12,940 | $966K | 0.0% | +131.1% | 0.020% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 45,421 | $3.39M | 0.3% | +2.3% | 0.070% | |
| 5/4/2026 | AMG National Trust Bank | 716,030 | $53.47M | 1.2% | +8.3% | 1.096% | |
| 5/4/2026 | Principal Financial Group Inc. | 357,075 | $26.66M | 0.0% | +65.2% | 0.546% | |
| 5/2/2026 | International Assets Investment Management LLC | 340 | $25K | 0.0% | N/A | 0.001% | |
| 5/2/2026 | United Bank | 10,805 | $807K | 0.3% | +1.3% | 0.017% | |
| 5/2/2026 | Valmark Advisers Inc. | 101,963 | $7.61M | 0.1% | -0.5% | 0.156% | |
| 5/1/2026 | Fifth Third Bancorp | 17,983 | $1.34M | 0.0% | N/A | 0.028% | |
| 5/1/2026 | Sovran Advisors LLC | 7,195 | $538K | 0.0% | N/A | 0.011% | |
| 5/1/2026 | Sachetta LLC | 203,246 | $15.18M | 8.2% | -2.8% | 0.311% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 12,093 | $903K | 0.0% | +8.6% | 0.019% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 23,456 | $1.75M | 0.2% | -1.2% | 0.036% | |
| 4/29/2026 | Sage Rhino Capital LLC | 28,773 | $2.15M | 0.4% | +6.1% | 0.044% | |
| 4/28/2026 | Kathmere Capital Management LLC | 25,717 | $1.92M | 0.1% | +11.1% | 0.039% | |
| 4/27/2026 | Hendershot Investments Inc. | 3,629 | $271K | 0.0% | N/A | 0.006% | |
| 4/27/2026 | HB Wealth Management LLC | 34,696 | $2.59M | 0.0% | +308.1% | 0.053% | |
| 4/27/2026 | Private Advisor Group LLC | 22,301 | $1.67M | 0.0% | N/A | 0.034% | |
| 4/24/2026 | EJMK Ventures LLC | 4,248 | $317K | 0.2% | N/A | 0.007% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 2,373 | $177K | 0.0% | -8.8% | 0.004% | |
| 4/23/2026 | Financial & Tax Architects LLC | 8,303 | $620K | 0.1% | N/A | 0.013% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 11,309 | $844K | 0.6% | -2.5% | 0.017% | |
| 4/23/2026 | Dupree Financial Group LLC | 8,473 | $633K | 0.3% | -2.5% | 0.013% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 15,063 | $1.13M | 0.0% | N/A | 0.023% | |
| 4/22/2026 | Cambient Family Office LLC | 32,122 | $2.40M | 0.3% | +183.9% | 0.049% | |
| 4/22/2026 | Mayfair Advisory Group LLC | 5,010 | $374K | 0.1% | +14.8% | 0.008% | |
| 4/21/2026 | Maridea Wealth Management LLC | 3,551 | $265K | 0.0% | N/A | 0.005% | |
| 4/21/2026 | J2 Capital Management Inc | 11,993 | $896K | 0.6% | +9.0% | 0.018% | |
| 4/21/2026 | Fiduciary Alliance LLC | 59,189 | $4.42M | 0.3% | N/A | 0.091% | |
| 4/20/2026 | One Plus One Wealth Management LLC | 25,588 | $1.91M | 0.8% | -23.8% | 0.039% | |
| 4/20/2026 | Factor Wealth Management LTD | 19,932 | $1.49M | 0.3% | -9.4% | 0.031% | |
| 4/18/2026 | Steph & Co. | 29,825 | $2.23M | 0.6% | -14.9% | 0.046% | |
| 4/16/2026 | Warren Street Wealth Advisors LLC | 150,046 | $11.20M | 2.9% | -16.5% | 0.230% | |
| 4/16/2026 | Prairiewood Capital LLC | 251,841 | $18.81M | 5.4% | -1.4% | 0.385% | |
| 4/16/2026 | Thompson Davis & CO. Inc. | 7,350 | $549K | 0.4% | N/A | 0.011% | |
| 3/25/2026 | McAlvany Wealth Management LLC | 4,447 | $276K | 0.2% | N/A | 0.007% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 98,507 | $6.12M | 0.0% | +6.9% | 0.155% | |
| 3/9/2026 | Corient Private Wealth LLC | 6,405 | $398K | 0.0% | N/A | 0.010% | |
| 3/5/2026 | Bayban | 10,520 | $654K | 0.6% | N/A | 0.017% | |
| 3/4/2026 | Pure Financial Advisors LLC | 2,140,794 | $133.03M | 2.0% | +4.5% | 3.379% | |
| 2/20/2026 | Catalyst Investment Management LLC | 29,914 | $1.86M | 1.8% | N/A | 0.047% | |
| 2/20/2026 | Cambient Family Office LLC | 11,313 | $703K | 0.1% | N/A | 0.018% | |
| 2/19/2026 | TMB Capital Partners LLC | 67,500 | $4.19M | 1.4% | N/A | 0.107% | |
| 2/19/2026 | Corient Private Wealth LLC | 6,405 | $398K | 0.0% | N/A | 0.010% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 84,999 | $5.28M | 0.0% | +3.5% | 0.134% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 5,191 | $323K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | Mackenzie Financial Corp | 6,550 | $409K | 0.0% | +61.3% | 0.010% | |
| 2/18/2026 | Empowered Funds LLC | 50,865 | $3.16M | 0.0% | N/A | 0.080% | |
| 2/18/2026 | OLD Mission Capital LLC | 11,672 | $725K | 0.0% | -28.4% | 0.018% | |
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| 2/18/2026 | Opus Financial Solutions LLC | 6,253 | $389K | 0.4% | N/A | 0.010% | |
| 2/18/2026 | PACK Private Wealth LLC | 160,496 | $9.97M | 4.5% | +1.3% | 0.253% | |
| 2/17/2026 | Redwood Park Advisors LLC | 11,117 | $691K | 0.5% | +2.2% | 0.018% | |
| 2/17/2026 | AQR Capital Management LLC | 25,839 | $1.61M | 0.0% | -2.0% | 0.041% | |
| 2/17/2026 | Cetera Investment Advisers | 68,677 | $4.27M | 0.0% | +0.5% | 0.108% | |
| 2/17/2026 | Hilltop Holdings Inc. | 27,034 | $1.68M | 0.1% | N/A | 0.043% | |
| 2/17/2026 | Nepc LLC | 870,237 | $54.08M | 1.2% | +19.1% | 1.374% | |
| 2/17/2026 | Northern Trust Corp | 12,760,196 | $792.92M | 0.1% | -2.0% | 20.142% | |
| 2/17/2026 | Osaic Holdings Inc. | 15,919 | $989K | 0.0% | +23.7% | 0.025% | |
| 2/17/2026 | Regal Investment Advisors LLC | 48,285 | $3M | 0.2% | +0.7% | 0.076% | |