| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 5,428 | $1.20M | 0.0% | -4.7% | 0.008% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 1,754 | $388K | 0.1% | +375.3% | 0.003% | |
| 7/1/2026 | Eastern Bank | 405 | $90K | 0.0% | N/A | 0.001% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 11,604 | $2.20M | 0.1% | -1.3% | 0.018% | |
| 6/3/2026 | Parallel Advisors LLC | 12,091 | $2.29M | 0.0% | +2.1% | 0.019% | |
| 6/3/2026 | NewEdge Advisors LLC | 29,799 | $5.65M | 0.0% | +40.3% | 0.046% | |
| 6/1/2026 | First Nebraska Trust Co | 1,774 | $336K | 0.0% | N/A | 0.003% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 2,750 | $521K | 0.1% | N/A | 0.004% | |
| 6/1/2026 | Integrated Investment Consultants LLC | 33,544 | $6.36M | 1.3% | -10.5% | 0.052% | |
| 5/29/2026 | Mullaney Keating & Wright Inc. | 29,517 | $5.60M | 3.0% | -0.8% | 0.046% | |
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| 5/29/2026 | Asset Dedication LLC | 2,214 | $420K | 0.0% | +54.4% | 0.003% | |
| 5/28/2026 | Cozad Asset Management Inc. | 8,596 | $1.63M | 0.1% | +1.4% | 0.013% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 35,146 | $6.66M | 0.1% | -18.3% | 0.054% | |
| 5/22/2026 | Verus Capital Partners LLC | 2,787 | $528K | 0.0% | -3.0% | 0.004% | |
| 5/19/2026 | Royal Fund Management LLC | 39,407 | $7.47M | 0.7% | N/A | 0.061% | |
| 5/19/2026 | Bank of America Corp DE | 6,123,638 | $1.16B | 0.1% | -22.3% | 9.479% | |
| 5/19/2026 | Janus Henderson Group PLC | 112,917 | $21.41M | 0.0% | -15.2% | 0.175% | |
| 5/19/2026 | Arkadios Wealth Advisors | 23,060 | $4.37M | 0.1% | -1.3% | 0.036% | |
| 5/18/2026 | Sunbelt Securities Inc. | 619 | $117K | 0.0% | +823.9% | 0.001% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 49,596 | $9.40M | 0.3% | +4,450.1% | 0.077% | |
| 5/18/2026 | Royal Bank of Canada | 553,944 | $105.02M | 0.0% | +3.9% | 0.857% | |
| 5/18/2026 | Evercore Wealth Management LLC | 3,300 | $626K | 0.0% | -25.0% | 0.005% | |
| 5/16/2026 | Quantinno Capital Management LP | 10,956 | $2.08M | 0.0% | +55.6% | 0.017% | |
| 5/16/2026 | Castleark Management LLC | 1,060 | $201K | 0.0% | -17.8% | 0.002% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 1,445 | $274K | 0.0% | +10.0% | 0.002% | |
| 5/15/2026 | Vawter Financial Ltd. | 10,019 | $1.90M | 0.8% | -9.2% | 0.016% | |
| 5/15/2026 | Waverly Advisors LLC | 79,742 | $15.12M | 0.1% | -0.5% | 0.123% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 3,370 | $639K | 0.0% | -16.7% | 0.005% | |
| 5/14/2026 | Pennington Partners & CO. LLC | 2,679 | $508K | 0.2% | N/A | 0.004% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 15,315 | $2.90M | 0.0% | +146.2% | 0.024% | |
| 5/14/2026 | Compound Planning Inc. | 3,337 | $633K | 0.0% | +28.2% | 0.005% | |
| 5/14/2026 | Modern Wealth Management LLC | 8,119 | $1.55M | 0.0% | -16.2% | 0.013% | |
| 5/14/2026 | Capula Management Ltd | 4,269 | $809K | 0.0% | -12.5% | 0.007% | |
| 5/14/2026 | Systematic Financial Management LP | 7,594 | $1.44M | 0.0% | -31.9% | 0.012% | |
| 5/14/2026 | Sei Investments Co. | 257,968 | $48.91M | 0.0% | -4.0% | 0.399% | |
| 5/14/2026 | MWA Asset Management | 4,695 | $891K | 0.5% | -1.3% | 0.007% | |
| 5/14/2026 | Alamar Capital Management LLC | 13,934 | $2.64M | 1.6% | N/A | 0.022% | |
| 5/14/2026 | Lido Advisors LLC | 25,508 | $4.84M | 0.0% | -18.0% | 0.039% | |
| 5/13/2026 | Cetera Investment Advisers | 250,563 | $47.50M | 0.1% | -8.1% | 0.388% | |
| 5/13/2026 | Wealthspire Retirement LLC | 4,087 | $775K | 0.0% | -10.6% | 0.006% | |
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| 5/13/2026 | NewEdge Wealth LLC | 5,702 | $1.08M | 0.0% | -46.8% | 0.009% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 10,410 | $1.97M | 0.0% | -3.7% | 0.016% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 3,241 | $614K | 0.0% | -2.5% | 0.005% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,100,598 | $208.66M | 0.1% | -1.1% | 1.704% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 644,789 | $122.25M | 2.6% | +1.4% | 0.998% | |
| 5/8/2026 | MWA Asset Management | 4,697 | $891K | 0.5% | -1.3% | 0.007% | |
| 5/8/2026 | Johnson Financial Group Inc. | 5,160 | $978K | 0.0% | -1.5% | 0.008% | |
| 5/7/2026 | Lowe Brockenbrough & Co. Inc. | 7,815 | $1.48M | 0.1% | -12.1% | 0.012% | |
| 5/7/2026 | Parallel Advisors LLC | 12,091 | $2.29M | 0.0% | +2.1% | 0.019% | |
| 5/7/2026 | Next Capital Management LLC | 1,898 | $360K | 0.1% | N/A | 0.003% | |
| 5/7/2026 | Windward Private Wealth Management Inc. | 8,772 | $1.66M | 0.6% | -3.5% | 0.014% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 14,132 | $2.92M | 0.0% | -2.6% | 0.022% | |
| 5/6/2026 | Zhang Financial LLC | 99,252 | $18.82M | 0.7% | -0.7% | 0.154% | |
| 5/6/2026 | Modera Wealth Management LLC | 130,686 | $24.78M | 0.3% | -1.7% | 0.202% | |
| 5/6/2026 | Assetmark Inc. | 16,924 | $3.21M | 0.0% | -35.3% | 0.026% | |
| 5/6/2026 | Main Street Group LTD | 468 | $89K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Bessemer Group Inc. | 1,583 | $300K | 0.0% | -60.4% | 0.002% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 189,169 | $35.87M | 0.1% | -13.9% | 0.293% | |
| 5/6/2026 | Independent Financial Group LLC | 1,103 | $209K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Wealthfront Advisers LLC | 20,476 | $3.88M | 0.0% | +23.8% | 0.032% | |
| 5/5/2026 | D.A. Davidson & CO. | 1,273,529 | $241.45M | 1.5% | +2.2% | 1.971% | |
| 5/5/2026 | Navigation Group LLC | 52,684 | $9.99M | 2.3% | N/A | 0.082% | |
| 5/5/2026 | Midwest Professional Planners LTD. | 18,868 | $3.58M | 0.8% | N/A | 0.029% | |
| 5/5/2026 | Bank of New York Mellon Corp | 284,106 | $53.86M | 0.0% | +38.1% | 0.440% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 20,403 | $3.87M | 0.1% | +13.0% | 0.032% | |
| 5/5/2026 | Luts & Greenleigh Group Inc. | 8,476 | $1.61M | 1.3% | +2.6% | 0.013% | |
| 5/5/2026 | Advisors Preferred LLC | 1,796 | $341K | 0.1% | -99.0% | 0.003% | |
| 5/5/2026 | Sanctuary Advisors LLC | 40,389 | $7.66M | 0.0% | +3.2% | 0.063% | |
| 5/5/2026 | Sigma Planning Corp | 3,744 | $710K | 0.0% | +3.6% | 0.006% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 13,222 | $2.51M | 0.1% | +20.6% | 0.020% | |
| 5/5/2026 | Fell Capital Management ADV | 25,728 | $4.88M | 4.7% | +25.2% | 0.040% | |
| 5/5/2026 | Broadview Financial Management LLC | 2,949 | $559K | 0.4% | -2.1% | 0.005% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 30,585 | $5.80M | 0.2% | -4.8% | 0.047% | |
| 5/4/2026 | AMG National Trust Bank | 237,810 | $45.09M | 1.0% | -2.4% | 0.368% | |
| 5/4/2026 | Retirement Planning Group LLC | 8,519 | $1.62M | 0.1% | +2.3% | 0.013% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,830 | $3.00M | 0.1% | -4.6% | 0.025% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 7,461 | $1.42M | 0.1% | -2.0% | 0.012% | |
| 5/4/2026 | V2 Financial group LLC | 1,100 | $209K | 0.1% | N/A | 0.002% | |
| 5/4/2026 | Center for Financial Planning Inc. | 4,069 | $771K | 0.1% | -13.4% | 0.006% | |
| 5/4/2026 | Principal Financial Group Inc. | 115,483 | $21.90M | 0.0% | -25.2% | 0.179% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 5,210 | $988K | 0.1% | +6.4% | 0.008% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 4,024 | $830K | 0.0% | +5.6% | 0.006% | |
| 5/4/2026 | Sentinel Wealth Management Inc. | 26,165 | $4.96M | 4.0% | -0.7% | 0.041% | |
| 5/4/2026 | Procyon Advisors LLC | 2,500 | $474K | 0.0% | -10.1% | 0.004% | |
| 5/2/2026 | Pacific Life Fund Advisors LLC | 428,929 | $81.32M | 9.3% | -0.8% | 0.664% | |
| 5/2/2026 | Strategic Wealth Advisors LLC | 2,665 | $505K | 0.4% | +2.9% | 0.004% | |
| 5/2/2026 | Diversify Wealth Management LLC | 3,662 | $748K | 0.0% | +23.1% | 0.006% | |
| 5/2/2026 | Valmark Advisers Inc. | 2,424 | $460K | 0.0% | +2.3% | 0.004% | |
| 5/2/2026 | Carnegie Investment Counsel | 5,594 | $1.06M | 0.0% | +14.0% | 0.009% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 5,084 | $964K | 0.0% | -5.3% | 0.008% | |
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| 5/1/2026 | Midwest Trust Co | 16,405 | $3.11M | 0.0% | +1.4% | 0.025% | |
| 5/1/2026 | Fifth Third Bancorp | 182,001 | $34.51M | 0.1% | +115.9% | 0.282% | |
| 5/1/2026 | Droms Strauss Advisors Inc. MO ADV | 35,235 | $6.68M | 1.7% | +2.7% | 0.055% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 14,332 | $2.72M | 0.0% | +3.3% | 0.022% | |
| 5/1/2026 | Independence Bank of Kentucky | 1,585 | $300K | 0.0% | +6.8% | 0.002% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 222 | $42K | 0.0% | +692.9% | 0.000% | |
| 5/1/2026 | William Howard & Co Financial Advisors Inc | 1,081 | $205K | 0.2% | -16.1% | 0.002% | |
| 5/1/2026 | Relyea Zuckerberg Hanson LLC | 8,519 | $1.62M | 0.2% | +1.6% | 0.013% | |
| 5/1/2026 | Cedar Mountain Advisors LLC | 369 | $70K | 0.0% | +17.9% | 0.001% | |
| 5/1/2026 | Diversified Investment Strategies LLC | 4,732 | $897K | 0.6% | +1.9% | 0.007% | |