| 5/5/2026 | Bank of New York Mellon Corp | 681,026 | $29.37M | 0.0% | -5.0% | 0.544% | |
| 5/5/2026 | Sanctuary Advisors LLC | 676,901 | $29.20M | 0.2% | -5.1% | 0.541% | |
| 5/4/2026 | Beckerman Institutional LLC | 12,500 | $539K | 0.3% | -14.2% | 0.010% | |
| 5/4/2026 | Retirement Planning Group LLC | 86,430 | $3.73M | 0.1% | +3.1% | 0.069% | |
| 5/2/2026 | Global Assets Advisory LLC | 4,967 | $214K | 0.1% | -5.3% | 0.004% | |
| 5/2/2026 | Anchor Investment Management LLC | 134,498 | $5.80M | 0.5% | +10.0% | 0.107% | |
| 5/2/2026 | SFE Investment Counsel | 9,054 | $390K | 0.1% | -4.1% | 0.007% | |
| 5/1/2026 | Fifth Third Bancorp | 65,280 | $2.82M | 0.0% | N/A | 0.052% | |
| 5/1/2026 | 46 Peaks LLC | 11,985 | $517K | 0.4% | +5.7% | 0.010% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 306,393 | $13.22M | 0.2% | +13.9% | 0.246% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 243,973 | $10.52M | 0.0% | +2,651.2% | 0.196% | |
| 4/30/2026 | IAG Wealth Partners LLC | 647,826 | $27.94M | 3.1% | +7.9% | 0.520% | |
| 4/29/2026 | Marino Stram & Associates LLC | 8,287 | $357K | 0.1% | +3.3% | 0.007% | |
| 4/29/2026 | Silver Oak Wealth Advisors Services LLC | 713,127 | $30.76M | 20.0% | -0.2% | 0.572% | |
| 4/28/2026 | Kathmere Capital Management LLC | 51,944 | $2.24M | 0.1% | -2.7% | 0.042% | |
| 4/28/2026 | Appleton Partners Inc. MA | 446,210 | $19.25M | 1.3% | +1.0% | 0.358% | |
| 4/28/2026 | Stephens Inc. AR | 64,969 | $2.80M | 0.0% | +6.7% | 0.052% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 28,016 | $1.21M | 0.3% | +13.5% | 0.022% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 51,000 | $2.20M | 0.2% | +2.3% | 0.041% | |
| 4/27/2026 | HB Wealth Management LLC | 2,554,536 | $110.18M | 0.7% | -1.4% | 2.050% | |
| 4/27/2026 | PFG Investments LLC | 17,510 | $755K | 0.0% | -9.6% | 0.014% | |
| 4/27/2026 | Kelman Lazarov Inc. | 453,455 | $19.56M | 2.8% | -3.2% | 0.364% | |
| 4/27/2026 | World Investment Advisors | 54,018 | $2.33M | 0.0% | +15.9% | 0.043% | |
| 4/27/2026 | Private Advisor Group LLC | 81,598 | $3.52M | 0.0% | -0.4% | 0.065% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 58,520 | $2.52M | 0.1% | +57.0% | 0.047% | |
| 4/24/2026 | Root Financial Partners LLC | 4,835 | $209K | 0.0% | +5.7% | 0.004% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 1,845 | $80K | 0.0% | +30.2% | 0.001% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 11,744 | $507K | 0.0% | +89.8% | 0.010% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 330,044 | $14.24M | 0.0% | +23.8% | 0.268% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 81,416 | $3.51M | 3.0% | -1.1% | 0.066% | |
| 4/20/2026 | White Pine Investment CO | 368,163 | $15.88M | 3.7% | -1.3% | 0.299% | |
| 4/20/2026 | Hixon Zuercher LLC | 507,579 | $21.89M | 6.8% | -10.3% | 0.412% | |
| 4/18/2026 | EdgeRock Capital LLC | 11,455 | $494K | 0.1% | +64.9% | 0.009% | |
| 4/18/2026 | Cora Capital Advisors LLC | 15,422 | $665K | 0.2% | -1.8% | 0.013% | |
| 4/18/2026 | Stonehearth Capital Management LLC | 68,242 | $2.94M | 1.2% | -14.2% | 0.055% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 69,976 | $3.02M | 0.3% | +14.1% | 0.057% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 287,380 | $12.34M | 0.0% | +8.7% | 0.245% | |
| 3/13/2026 | World Investment Advisors | 46,601 | $2.00M | 0.0% | +323.1% | 0.040% | |
| 3/9/2026 | Corient Private Wealth LLC | 960,951 | $41.26M | 0.0% | -1.3% | 0.818% | |
| 3/3/2026 | NWF Advisory Services Inc. | 33,319 | $1.43M | 0.2% | +2.0% | 0.028% | |
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| 2/26/2026 | 46 Peaks LLC | 11,339 | $487K | 0.4% | N/A | 0.010% | |
| 2/26/2026 | Anchor Investment Management LLC | 122,254 | $5.25M | 0.4% | +4.7% | 0.104% | |
| 2/23/2026 | Kera Capital Partners Inc. | 341,670 | $15.24M | 1.9% | -15.3% | 0.291% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 8,000 | $344K | 0.3% | N/A | 0.007% | |
| 2/19/2026 | Corient Private Wealth LLC | 960,951 | $41.26M | 0.0% | -1.3% | 0.818% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 187,836 | $8.07M | 0.0% | +29.3% | 0.160% | |
| 2/18/2026 | EP Wealth Advisors LLC | 46,389 | $1.99M | 0.0% | N/A | 0.039% | |
| 2/18/2026 | SkyView Investment Advisors LLC | 1,008,073 | $43.35M | 5.5% | -0.8% | 0.858% | |
| 2/18/2026 | NewEdge Advisors LLC | 94,667 | $4.07M | 0.0% | -9.6% | 0.081% | |
| 2/18/2026 | Empowered Funds LLC | 17,913 | $769K | 0.0% | +32.4% | 0.015% | |
| 2/18/2026 | Stokes Family Office LLC | 15,038 | $646K | 0.1% | -24.7% | 0.013% | |
| 2/18/2026 | Prostatis Group LLC | 48,993 | $2.10M | 0.5% | +5.0% | 0.042% | |
| 2/18/2026 | Quadrature Capital Ltd | 34,935 | $1.50M | 0.0% | N/A | 0.030% | |
| 2/18/2026 | Maia Wealth LLC | 31,847 | $1.46M | 0.3% | -12.2% | 0.027% | |
| 2/17/2026 | AQR Capital Management LLC | 543,358 | $23.33M | 0.0% | +1.0% | 0.462% | |
| 2/17/2026 | Cetera Investment Advisers | 610,791 | $26.23M | 0.0% | -1.2% | 0.520% | |
| 2/17/2026 | Hilltop Holdings Inc. | 19,787 | $850K | 0.1% | -2.9% | 0.017% | |
| 2/17/2026 | Equitable Holdings Inc. | 81,344 | $3.49M | 0.0% | -5.9% | 0.069% | |
| 2/17/2026 | GeoWealth Management LLC | 121,334 | $5.21M | 0.2% | +9.2% | 0.103% | |
| 2/17/2026 | Regal Investment Advisors LLC | 93,421 | $4.01M | 0.2% | -5.4% | 0.080% | |
| 2/17/2026 | Osaic Holdings Inc. | 213,756 | $9.19M | 0.0% | -6.8% | 0.182% | |
| 2/17/2026 | Private Advisor Group LLC | 81,929 | $3.52M | 0.0% | -1.6% | 0.070% | |
| 2/17/2026 | Captrust Financial Advisors | 1,286,568 | $55.25M | 0.1% | +0.2% | 1.095% | |
| 2/17/2026 | &PARTNERS | 67,701 | $2.91M | 0.0% | -25.3% | 0.058% | |
| 2/17/2026 | Royal Bank of Canada | 969,218 | $41.62M | 0.0% | -2.9% | 0.825% | |
| 2/17/2026 | Rothschild Wealth LLC | 151,311 | $6.50M | 0.6% | N/A | 0.129% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 24,677 | $1.06M | 0.2% | +106.5% | 0.021% | |
| 2/17/2026 | Capital Financial Group Inc. Co. ADV | 293,492 | $12.60M | 7.0% | N/A | 0.250% | |
| 2/16/2026 | MML Investors Services LLC | 27,902 | $1.20M | 0.0% | +19.9% | 0.024% | |
| 2/16/2026 | Mariner LLC | 27,548 | $1.18M | 0.0% | -51.3% | 0.023% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,868 | $381K | 0.0% | +6.2% | 0.008% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 6,112 | $262K | 0.0% | +9.9% | 0.005% | |
| 2/13/2026 | Shepherd Kaplan Krochuk LLC | 11,203 | $481K | 0.4% | -33.7% | 0.010% | |
| 2/13/2026 | Stifel Financial Corp | 35,138 | $1.51M | 0.0% | +46.7% | 0.030% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 51,130 | $2.21M | 0.1% | -0.6% | 0.044% | |
| 2/13/2026 | Morgan Stanley | 3,313,212 | $142.27M | 0.0% | +0.6% | 2.820% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 151,836 | $6.52M | 0.1% | -44.1% | 0.129% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 10,769 | $462K | 0.0% | -9.8% | 0.009% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 7,562 | $325K | 0.0% | N/A | 0.006% | |
| 2/13/2026 | Wells Fargo & Company MN | 22,119,644 | $949.82M | 0.2% | +3.5% | 18.825% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 91,989 | $3.95M | 0.0% | -3.1% | 0.078% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 1,941,802 | $83.38M | 0.1% | +1.3% | 1.653% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 716 | $31K | 0.0% | N/A | 0.001% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 37,274 | $1.60M | 0.1% | +37.5% | 0.032% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 14,122 | $606K | 0.0% | -3.8% | 0.012% | |
| 2/12/2026 | Betterment LLC | 3,095,283 | $132.91M | 0.3% | -4.9% | 2.634% | |
| 2/12/2026 | Bank of Montreal Can | 4,351 | $187K | 0.0% | -12.5% | 0.004% | |
| 2/12/2026 | Principal Securities Inc. | 945,892 | $40.62M | 0.6% | -6.3% | 0.805% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 6,505 | $279K | 0.0% | N/A | 0.006% | |
| 2/11/2026 | Empowered Funds LLC | 17,913 | $769K | 0.0% | +32.4% | 0.015% | |
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| 2/11/2026 | Janney Montgomery Scott LLC | 266,575 | $11.45M | 0.0% | +62.1% | 0.227% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 30,489 | $1.31M | 0.0% | -2.2% | 0.026% | |
| 2/11/2026 | FCA Corp TX | 237,908 | $10.22M | 2.9% | -1.4% | 0.202% | |
| 2/11/2026 | Cerity Partners LLC | 1,366,320 | $58.67M | 0.1% | +0.1% | 1.163% | |
| 2/11/2026 | Prudent Man Advisors LLC | 7,563 | $325K | 0.1% | +4.1% | 0.006% | |
| 2/11/2026 | LPL Financial LLC | 5,780,977 | $248.24M | 0.1% | -3.2% | 4.920% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 15,240 | $654K | 0.0% | +12.6% | 0.013% | |
| 2/11/2026 | Endeavor Private Wealth Inc. | 11,115 | $477K | 0.1% | -15.1% | 0.009% | |
| 2/11/2026 | Vise Technologies Inc. | 33,970 | $1.46M | 0.0% | N/A | 0.029% | |
| 2/11/2026 | Verus Capital Partners LLC | 9,243 | $397K | 0.0% | -2.5% | 0.008% | |