| 6/3/2026 | Parallel Advisors LLC | 160,291 | $10.58M | 0.2% | +6.0% | 0.355% | |
| 6/3/2026 | NewEdge Advisors LLC | 26,343 | $1.74M | 0.0% | +67.1% | 0.058% | |
| 5/19/2026 | NewEdge Advisors LLC | 26,305 | $1.74M | 0.0% | +66.9% | 0.058% | |
| 5/19/2026 | Bank of America Corp DE | 247,723 | $16.35M | 0.0% | -66.1% | 0.549% | |
| 5/18/2026 | Royal Bank of Canada | 114,447 | $7.55M | 0.0% | +11.7% | 0.253% | |
| 5/16/2026 | Quantinno Capital Management LP | 76,268 | $5.03M | 0.0% | -47.4% | 0.169% | |
| 5/15/2026 | Intelligence Driven Advisers LLC | 23,461 | $1.55M | 0.3% | +8.4% | 0.052% | |
| 5/14/2026 | Compound Planning Inc. | 778,056 | $51.35M | 1.6% | -2.4% | 1.723% | |
| 5/14/2026 | Modern Wealth Management LLC | 1,051,355 | $69.83M | 1.2% | +22.7% | 2.329% | |
| 5/13/2026 | Cetera Investment Advisers | 21,674 | $1.43M | 0.0% | -2.5% | 0.048% | |
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| 5/13/2026 | Clearwater Capital Advisors LLC | 1,128,442 | $74.48M | 6.0% | +5.7% | 2.499% | |
| 5/12/2026 | Bellwether Advisors LLC | 11,241 | $742K | 0.1% | -3.7% | 0.025% | |
| 5/8/2026 | Maimon Wealth Management LTD. | 27,905 | $1.79M | 1.6% | +30.2% | 0.062% | |
| 5/7/2026 | AlTi Global Inc. | 93,727 | $6.19M | 0.1% | -1.2% | 0.208% | |
| 5/7/2026 | Parallel Advisors LLC | 160,291 | $10.58M | 0.2% | +6.0% | 0.355% | |
| 5/6/2026 | Frontier Asset Management LLC | 8,064 | $532K | 0.1% | N/A | 0.018% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,385 | $91K | 0.0% | -17.4% | 0.003% | |
| 5/2/2026 | Diversify Wealth Management LLC | 52,646 | $3.76M | 0.1% | N/A | 0.117% | |
| 5/1/2026 | Beirne Wealth Consulting Services LLC | 266,900 | $17.62M | 5.0% | -12.1% | 0.591% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,366 | $1.21M | 0.0% | +57.1% | 0.041% | |
| 4/28/2026 | Forte Asset Management LLC | 83,634 | $5.52M | 2.4% | -25.0% | 0.190% | |
| 4/27/2026 | HB Wealth Management LLC | 139,397 | $9.20M | 0.1% | -0.7% | 0.317% | |
| 4/27/2026 | World Investment Advisors | 217,819 | $14.38M | 0.2% | +26.1% | 0.496% | |
| 4/27/2026 | Private Advisor Group LLC | 25,966 | $1.71M | 0.0% | +108.4% | 0.059% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 49,322 | $3.26M | 0.5% | +3.3% | 0.112% | |
| 4/25/2026 | BetterWealth LLC | 3,756 | $248K | 0.0% | N/A | 0.009% | |
| 4/23/2026 | Kohmann Bosshard Financial Services LLC | 8,743 | $577K | 0.0% | N/A | 0.020% | |
| 4/23/2026 | EWA LLC | 88,335 | $5.83M | 1.3% | -87.9% | 0.201% | |
| 4/22/2026 | DDFG Inc | 173,417 | $11.45M | 2.5% | -52.5% | 0.395% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 7,906 | $522K | 0.0% | -46.8% | 0.018% | |
| 4/21/2026 | Foster & Motley Inc. | 226,286 | $14.94M | 0.8% | +7.0% | 0.519% | |
| 4/20/2026 | Cardinal Point Capital Management ULC | 731,889 | $48.31M | 3.0% | -1.3% | 1.679% | |
| 4/18/2026 | Cora Capital Advisors LLC | 474,684 | $31.33M | 10.4% | -8.3% | 1.078% | |
| 4/17/2026 | Halbert Hargrove Global Advisors LLC | 3,626,489 | $239.35M | 11.5% | +1.9% | 8.233% | |
| 4/17/2026 | XML Financial LLC | 8,218 | $542K | 0.0% | +19.1% | 0.019% | |
| 4/16/2026 | Smith Salley Wealth Management | 18,832 | $1.24M | 0.1% | -1.8% | 0.043% | |
| 4/16/2026 | Evolve Private Wealth LLC | 119,833 | $7.91M | 0.4% | -1.2% | 0.272% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 509 | $35K | 0.0% | +127.2% | 0.001% | |
| 3/13/2026 | World Investment Advisors | 172,712 | $11.99M | 0.2% | -4.5% | 0.381% | |
| 3/9/2026 | Corient Private Wealth LLC | 126,346 | $8.77M | 0.0% | -1.3% | 0.279% | |
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| 2/19/2026 | BFI Wealth Solutions LLC | 28,436 | $1.97M | 1.9% | N/A | 0.063% | |
| 2/19/2026 | Compound Planning Inc. | 797,455 | $55.37M | 1.6% | -0.5% | 1.760% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 10,598 | $736K | 0.0% | N/A | 0.023% | |
| 2/19/2026 | Corient Private Wealth LLC | 1,526,229 | $105.97M | 0.1% | +1,092.7% | 3.369% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 3,203 | $222K | 0.0% | N/A | 0.007% | |
| 2/18/2026 | Hershey Financial Advisers LLC | 24,744 | $1.72M | 1.5% | N/A | 0.055% | |
| 2/18/2026 | Stokes Family Office LLC | 47,247 | $3.28M | 0.3% | -5.2% | 0.104% | |
| 2/18/2026 | Obsido Oy | 159,945 | $11.11M | 6.8% | +6.1% | 0.353% | |
| 2/18/2026 | Evolve Private Wealth LLC | 121,259 | $8.42M | 0.5% | N/A | 0.268% | |
| 2/17/2026 | AQR Capital Management LLC | 78,506 | $5.45M | 0.0% | +7.0% | 0.173% | |
| 2/17/2026 | Cetera Investment Advisers | 22,223 | $1.54M | 0.0% | +0.9% | 0.049% | |
| 2/17/2026 | Osaic Holdings Inc. | 553,157 | $38.41M | 0.1% | -1.5% | 1.221% | |
| 2/17/2026 | KM Capital Management Ltd. | 90,582 | $6.29M | 3.3% | +0.2% | 0.200% | |
| 2/17/2026 | Captrust Financial Advisors | 91,159 | $6.33M | 0.0% | +1.6% | 0.201% | |
| 2/17/2026 | &PARTNERS | 10,180 | $707K | 0.0% | -39.5% | 0.022% | |
| 2/17/2026 | Royal Bank of Canada | 102,445 | $7.11M | 0.0% | +5.0% | 0.226% | |
| 2/16/2026 | MML Investors Services LLC | 10,927 | $759K | 0.0% | +3.8% | 0.024% | |
| 2/16/2026 | Focus Partners Wealth | 533,029 | $37.01M | 0.0% | -0.9% | 1.177% | |
| 2/13/2026 | Kestra Advisory Services LLC | 11,687 | $811K | 0.0% | +10.9% | 0.026% | |
| 2/13/2026 | CreativeOne Wealth LLC | 7,565 | $525K | 0.0% | -2.8% | 0.017% | |
| 2/13/2026 | Wright Wealth LLC | 3,583 | $249K | 0.2% | N/A | 0.008% | |
| 2/13/2026 | AlTi Global Inc. | 94,839 | $6.59M | 0.1% | -2.7% | 0.209% | |
| 2/13/2026 | Stifel Financial Corp | 24,516 | $1.70M | 0.0% | +6.7% | 0.054% | |
| 2/13/2026 | Magnolia Capital Advisors LLC | 37,803 | $2.63M | 0.6% | +21.6% | 0.083% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 212,954 | $14.79M | 0.2% | -80.0% | 0.470% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 584 | $41K | 0.0% | N/A | 0.001% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,601,518 | $180.62M | 0.0% | +7.5% | 5.743% | |
| 2/13/2026 | Wealthspire Advisors LLC | 47,833 | $3.32M | 0.0% | -1.8% | 0.106% | |
| 2/12/2026 | Timmons Wealth Management LLC | 810 | $56K | 0.1% | N/A | 0.002% | |
| 2/12/2026 | Jane Street Group LLC | 41,974 | $2.91M | 0.0% | N/A | 0.093% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 126,788 | $8.80M | 0.0% | -1.2% | 0.280% | |
| 2/12/2026 | StoneX Group Inc. | 68,572 | $4.76M | 0.2% | +0.8% | 0.151% | |
| 2/12/2026 | Pettinga Financial Advisors LLC | 485,038 | $33.68M | 6.4% | +2.2% | 1.071% | |
| 2/12/2026 | Colonial Trust Advisors | 3,064 | $213K | 0.0% | -7.0% | 0.007% | |
| 2/12/2026 | Ullmann Wealth Partners Group LLC | 1,216,690 | $85.30M | 8.9% | -13.5% | 2.686% | |
| 2/12/2026 | Wescott Financial Advisory Group LLC | 77,035 | $5.35M | 0.5% | -2.3% | 0.170% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 14,861 | $1.03M | 0.0% | +75.4% | 0.033% | |
| 2/11/2026 | Stonebrook Private Inc. | 3,935 | $273K | 0.1% | +31.8% | 0.009% | |
| 2/11/2026 | Cerity Partners LLC | 50,117 | $3.48M | 0.0% | -2.7% | 0.111% | |
| 2/11/2026 | LPL Financial LLC | 380,893 | $26.45M | 0.0% | +15.1% | 0.841% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 4,232 | $294K | 0.0% | -9.7% | 0.009% | |
| 2/11/2026 | JPMorgan Chase & Co. | 1,045,948 | $72.62M | 0.0% | -2.7% | 2.309% | |
| 2/11/2026 | XML Financial LLC | 6,902 | $479K | 0.0% | N/A | 0.015% | |
| 2/11/2026 | Parallel Advisors LLC | 151,188 | $10.50M | 0.2% | +3.6% | 0.334% | |
| 2/11/2026 | Vise Technologies Inc. | 89,776 | $6.23M | 0.2% | +44.0% | 0.198% | |
| 2/10/2026 | ShoreHaven Wealth Partners LLC | 77,074 | $5.35M | 1.9% | -1.9% | 0.170% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 280,140 | $19.45M | 0.0% | +12.5% | 0.618% | |
| 2/10/2026 | Savant Capital LLC | 4,028 | $280K | 0.0% | N/A | 0.009% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 68,695 | $4.77M | 0.1% | -1.8% | 0.152% | |
| 2/9/2026 | Key Financial Inc | 860 | $60K | 0.0% | N/A | 0.002% | |
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| 2/9/2026 | Strategic Financial Services Inc. | 3,912,625 | $272.79M | 12.7% | +2.7% | 8.637% | |
| 2/9/2026 | Bellwether Advisors LLC | 11,669 | $810K | 0.1% | +13.0% | 0.026% | |
| 2/9/2026 | Kestra Investment Management LLC | 569,266 | $39.52M | 1.0% | +8.2% | 1.257% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 1,067,964 | $74.15M | 6.2% | +0.5% | 2.358% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 10,598 | $736K | 0.0% | N/A | 0.023% | |
| 2/6/2026 | Addison Advisors LLC | 67,177 | $4.66M | 1.0% | -1.6% | 0.148% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 72,372 | $5.03M | 0.1% | -31.8% | 0.160% | |
| 2/6/2026 | IFP Advisors Inc | 2,763 | $192K | 0.0% | +1,845.8% | 0.006% | |
| 2/6/2026 | HighTower Advisors LLC | 164,706 | $11.44M | 0.0% | -1.4% | 0.364% | |
| 2/5/2026 | AlphaCore Capital LLC | 5,493 | $381K | 0.0% | N/A | 0.012% | |