| 7/2/2026 | CX Institutional | 12,463 | $1.80M | 0.1% | +465.5% | 0.019% | |
| 6/9/2026 | Rathbones Group PLC | 100,850 | $10.08M | 0.0% | +1.1% | 0.155% | |
| 6/3/2026 | Parallel Advisors LLC | 290,773 | $29.07M | 0.5% | +1.6% | 0.447% | |
| 6/3/2026 | NewEdge Advisors LLC | 36,654 | $3.66M | 0.0% | -3.3% | 0.056% | |
| 5/22/2026 | Wellington Grp LLC | 399 | $40K | 0.0% | N/A | 0.001% | |
| 5/22/2026 | Verus Capital Partners LLC | 2,369 | $237K | 0.0% | -48.8% | 0.004% | |
| 5/20/2026 | J. Mark Nickell & Co. | 32,213 | $3.22M | 2.9% | +6.0% | 0.050% | |
| 5/19/2026 | Front Row Advisors LLC | 13,365 | $1.34M | 0.5% | -5.0% | 0.021% | |
| 5/19/2026 | Western Wealth Management LLC | 27,738 | $2.77M | 0.1% | +7.7% | 0.043% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 8,837 | $883K | 0.6% | +302.6% | 0.014% | |
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| 5/19/2026 | Bank of America Corp DE | 2,210,237 | $220.96M | 0.0% | -8.1% | 3.398% | |
| 5/19/2026 | Centaurus Financial Inc. | 1,759 | $176K | 0.0% | +8.6% | 0.003% | |
| 5/19/2026 | Arkadios Wealth Advisors | 5,539 | $554K | 0.0% | +3.0% | 0.009% | |
| 5/18/2026 | Amundi | 232,619 | $23.26M | 0.0% | -10.6% | 0.358% | |
| 5/18/2026 | Royal Bank of Canada | 887,977 | $88.77M | 0.0% | -6.0% | 1.365% | |
| 5/16/2026 | KCM Investment Advisors LLC | 5,526 | $552K | 0.0% | +20.0% | 0.008% | |
| 5/16/2026 | Quantinno Capital Management LP | 17,640 | $1.76M | 0.0% | +53.3% | 0.027% | |
| 5/15/2026 | Intelligence Driven Advisers LLC | 3,527 | $353K | 0.1% | -2.5% | 0.005% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 2,120 | $212K | 0.0% | N/A | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 37,392 | $3.74M | 0.0% | +0.9% | 0.057% | |
| 5/14/2026 | FCA Corp TX | 41,875 | $4.19M | 1.2% | +1.1% | 0.064% | |
| 5/14/2026 | Lido Advisors LLC | 4,158 | $416K | 0.0% | -46.8% | 0.006% | |
| 5/13/2026 | Cetera Investment Advisers | 169,052 | $16.90M | 0.0% | +0.7% | 0.260% | |
| 5/12/2026 | Marin Bay Wealth Advisors LLC | 3,698 | $370K | 0.1% | N/A | 0.006% | |
| 5/12/2026 | Bellwether Advisors LLC | 64,450 | $6.44M | 1.1% | +0.4% | 0.099% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 11,221 | $1.12M | 0.0% | -4.1% | 0.017% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 2,396 | $240K | 0.1% | N/A | 0.004% | |
| 5/7/2026 | Hanover Advisors Inc. | 14,104 | $1.41M | 0.6% | +1.7% | 0.022% | |
| 5/7/2026 | Continuum Wealth Advisors LLC | 4,770 | $477K | 0.2% | -4.2% | 0.007% | |
| 5/7/2026 | Parallel Advisors LLC | 290,773 | $29.07M | 0.5% | +1.6% | 0.447% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 11,167 | $1.12M | 0.1% | -20.9% | 0.017% | |
| 5/6/2026 | Bessemer Group Inc. | 16,518 | $1.65M | 0.0% | +36.3% | 0.025% | |
| 5/6/2026 | Independent Financial Group LLC | 9,490 | $949K | 0.0% | N/A | 0.015% | |
| 5/5/2026 | BCGM Wealth Management LLC | 2,418 | $242K | 0.1% | -15.2% | 0.004% | |
| 5/5/2026 | Wealthfront Advisers LLC | 66,893 | $6.69M | 0.0% | -2.9% | 0.103% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 18,592 | $1.86M | 0.0% | +3.6% | 0.029% | |
| 5/5/2026 | NFSG Corp | 101,862 | $10.18M | 1.7% | +2.7% | 0.157% | |
| 5/5/2026 | Sanctuary Advisors LLC | 16,868 | $1.69M | 0.0% | +2.3% | 0.026% | |
| 5/5/2026 | Sigma Planning Corp | 9,221 | $922K | 0.0% | +6.7% | 0.014% | |
| 5/4/2026 | Summit Wealth Group LLC | 100,149 | $10.01M | 2.3% | +3.0% | 0.154% | |
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| 5/4/2026 | Northland Securities Inc. | 32,246 | $3.22M | 3.1% | +4.0% | 0.050% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 1,794 | $179K | 0.0% | N/A | 0.003% | |
| 5/2/2026 | Global Assets Advisory LLC | 1,064 | $106K | 0.0% | N/A | 0.002% | |
| 5/2/2026 | International Assets Investment Management LLC | 2,136 | $217K | 0.0% | +6.7% | 0.003% | |
| 5/2/2026 | Carnegie Investment Counsel | 21,242 | $2.12M | 0.0% | -3.7% | 0.033% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 3,434 | $343K | 0.0% | N/A | 0.005% | |
| 5/1/2026 | Fifth Third Bancorp | 36,071 | $3.61M | 0.0% | +461.3% | 0.055% | |
| 5/1/2026 | Darwin Wealth Management LLC | 387 | $39K | 0.0% | N/A | 0.001% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 3,846 | $384K | 0.0% | +3.7% | 0.006% | |
| 4/30/2026 | Yukon Wealth Management Inc. | 11,656 | $1.17M | 0.7% | -2.2% | 0.018% | |
| 4/30/2026 | SkyOak Wealth LLC | 2,488 | $249K | 0.0% | N/A | 0.004% | |
| 4/30/2026 | ATX Financial Planning LLC | 2,629 | $263K | 0.2% | -35.4% | 0.004% | |
| 4/30/2026 | Kestra Advisory Services LLC | 52,692 | $5.27M | 0.0% | +32.0% | 0.081% | |
| 4/30/2026 | Money Concepts Capital Corp | 29,953 | $2.99M | 0.2% | -2.3% | 0.046% | |
| 4/29/2026 | Marino Stram & Associates LLC | 15,191 | $1.52M | 0.3% | -5.8% | 0.023% | |
| 4/29/2026 | Integrated Advisors Network LLC | 3,517 | $352K | 0.0% | +16.0% | 0.005% | |
| 4/28/2026 | Stephens Inc. AR | 6,525 | $652K | 0.0% | -2.0% | 0.010% | |
| 4/28/2026 | NBT Bank N A NY | 866 | $87K | 0.0% | +724.8% | 0.001% | |
| 4/27/2026 | HB Wealth Management LLC | 6,480 | $648K | 0.0% | +20.9% | 0.010% | |
| 4/27/2026 | World Investment Advisors | 72,626 | $7.26M | 0.1% | -15.5% | 0.112% | |
| 4/27/2026 | Marotta Asset Management | 23,162 | $2.36M | 0.4% | -2.1% | 0.036% | |
| 4/27/2026 | Private Advisor Group LLC | 64,603 | $6.46M | 0.0% | -0.6% | 0.100% | |
| 4/27/2026 | VAUGHAN & Co SECURITIES INC. | 88,375 | $8.84M | 4.6% | -3.2% | 0.136% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 6,376 | $637K | 0.0% | N/A | 0.010% | |
| 4/27/2026 | Platform Technology Partners | 6,016 | $601K | 0.1% | N/A | 0.009% | |
| 4/25/2026 | Patten Group Inc. | 18,151 | $1.82M | 0.3% | -9.5% | 0.028% | |
| 4/25/2026 | Clarity Wealth Advisors LLC | 2,557 | $256K | 0.1% | -7.0% | 0.004% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 6,202 | $620K | 0.1% | +5.3% | 0.010% | |
| 4/25/2026 | Able Wealth Management LLC | 7,947 | $794K | 0.2% | -23.8% | 0.012% | |
| 4/24/2026 | Flagship Private Wealth LLC | 49,526 | $4.95M | 2.0% | -2.0% | 0.076% | |
| 4/24/2026 | Bayban | 285 | $28K | 0.0% | N/A | 0.000% | |
| 4/24/2026 | Key Financial Inc | 2,397 | $240K | 0.0% | +5.5% | 0.004% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 13,823 | $1.38M | 0.2% | -1.4% | 0.021% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 6,703 | $670K | 0.1% | +35.7% | 0.010% | |
| 4/23/2026 | Apollon Wealth Management LLC | 11,014 | $1.10M | 0.0% | +1.8% | 0.017% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 35,409 | $3.54M | 0.0% | -0.4% | 0.055% | |
| 4/22/2026 | Nicholson Meyer Capital Management Inc. | 83,507 | $8.35M | 6.4% | -1.6% | 0.129% | |
| 4/22/2026 | Goodman Advisory Group LLC | 5,342 | $534K | 0.1% | N/A | 0.008% | |
| 4/22/2026 | Decision Investments Inc. | 30,228 | $3.02M | 3.4% | -3.0% | 0.047% | |
| 4/22/2026 | Pictet Asset Management Holding SA | 1,152,840 | $110.40M | 0.1% | +64.2% | 1.797% | |
| 4/21/2026 | Maridea Wealth Management LLC | 11,811 | $1.18M | 0.2% | +2.3% | 0.018% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 2,817 | $282K | 0.0% | -4.7% | 0.004% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 5,634 | $563K | 0.0% | +153.0% | 0.009% | |
| 4/21/2026 | Columbus Macro LLC | 18,339 | $1.83M | 0.2% | +0.6% | 0.029% | |
| 4/21/2026 | Urban Wealth Management LLC | 3,715 | $371K | 0.4% | -15.2% | 0.006% | |
| 4/21/2026 | Balance Wealth LLC | 15,923 | $1.59M | 0.5% | +0.6% | 0.025% | |
| 4/20/2026 | Cardinal Strategic Wealth Guidance | 65,350 | $6.53M | 1.7% | -12.4% | 0.102% | |
| 4/20/2026 | Blue Trust Inc. | 4,389 | $439K | 0.0% | -86.3% | 0.007% | |
| 4/17/2026 | Defined Wealth Management LLC | 34,789 | $3.48M | 2.0% | -0.4% | 0.054% | |
| 4/17/2026 | Brookstone Capital Management | 8,586 | $858K | 0.0% | +17.5% | 0.013% | |
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| 4/16/2026 | Sheets Smith Wealth Management | 15,022 | $1.50M | 0.2% | +1.3% | 0.023% | |
| 4/16/2026 | Uhlmann Price Securities LLC | 6,000 | $614K | 0.0% | N/A | 0.010% | |
| 3/20/2026 | Purpose Unlimited Inc. | 1,290 | $135K | 0.0% | N/A | 0.002% | |
| 3/20/2026 | Hsbc Holdings PLC | 18,000 | $1.89M | 0.0% | N/A | 0.030% | |
| 3/13/2026 | World Investment Advisors | 85,979 | $9.03M | 0.1% | +2.5% | 0.141% | |
| 3/12/2026 | Farmers National Bank | 6,650 | $698K | 0.2% | N/A | 0.011% | |
| 3/9/2026 | Corient Private Wealth LLC | 13,023 | $1.37M | 0.0% | -8.9% | 0.021% | |
| 3/6/2026 | Hsbc Holdings PLC | 18,000 | $1.89M | 0.0% | N/A | 0.030% | |
| 2/25/2026 | Tempo Wealth LLC | 11,781 | $1.24M | 0.2% | N/A | 0.019% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 2,466 | $259K | 0.1% | +12.9% | 0.004% | |