| 5/5/2026 | Bank of New York Mellon Corp | 273,476 | $6.59M | 0.0% | +1.7% | 0.421% | |
| 5/5/2026 | Sanctuary Advisors LLC | 265,827 | $6.41M | 0.0% | +25.6% | 0.410% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 168,469 | $4.06M | 0.1% | -1.8% | 0.260% | |
| 5/1/2026 | Midwest Trust Co | 1,261,255 | $30.40M | 0.4% | -1.3% | 1.943% | |
| 5/1/2026 | Fifth Third Bancorp | 45,578 | $1.10M | 0.0% | N/A | 0.070% | |
| 5/1/2026 | 46 Peaks LLC | 183,500 | $4.42M | 3.2% | +0.6% | 0.283% | |
| 5/1/2026 | Darwin Wealth Management LLC | 270,300 | $6.52M | 2.0% | N/A | 0.416% | |
| 4/30/2026 | Stronghold Wealth Management L.L.C. | 25,201 | $607K | 0.9% | +3.4% | 0.039% | |
| 4/30/2026 | Kestra Advisory Services LLC | 13,740 | $331K | 0.0% | +71.4% | 0.021% | |
| 4/29/2026 | Hapanowicz & Associates Financial Services Inc | 96,580 | $2.33M | 0.9% | +56.5% | 0.149% | |
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| 4/28/2026 | Ascentis Independent Advisors | 16,972 | $409K | 0.0% | N/A | 0.026% | |
| 4/27/2026 | Private Advisor Group LLC | 88,994 | $2.15M | 0.0% | +11.2% | 0.138% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 6,735 | $162K | 0.0% | N/A | 0.010% | |
| 4/23/2026 | Vicus Capital | 379,865 | $9.16M | 0.7% | +0.2% | 0.591% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 115,546 | $2.79M | 0.0% | +436.0% | 0.180% | |
| 4/18/2026 | BCS Wealth Management | 24,871 | $599K | 0.1% | -48.6% | 0.039% | |
| 4/17/2026 | AdvisorNet Financial Inc | 141,443 | $3.41M | 0.2% | +15.8% | 0.220% | |
| 4/17/2026 | Clear Trail Advisors LLC | 198,526 | $4.79M | 0.8% | N/A | 0.309% | |
| 4/15/2026 | Brady Martz Wealth Solutions LLC | 174,972 | $4.22M | 0.7% | -2.0% | 0.273% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 172,365 | $4.19M | 0.0% | +105.0% | 0.309% | |
| 3/9/2026 | Corient Private Wealth LLC | 32,482 | $790K | 0.0% | N/A | 0.058% | |
| 2/26/2026 | 46 Peaks LLC | 182,482 | $4.45M | 3.3% | N/A | 0.327% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 43,206 | $1.05M | 0.0% | +2.6% | 0.077% | |
| 2/19/2026 | Corient Private Wealth LLC | 32,482 | $790K | 0.0% | N/A | 0.058% | |
| 2/18/2026 | VestGen Advisors LLC | 50,879 | $1.24M | 0.1% | -57.4% | 0.091% | |
| 2/18/2026 | OLD Mission Capital LLC | 15,422 | $375K | 0.0% | N/A | 0.028% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 276,022 | $6.72M | 0.5% | +2.3% | 0.495% | |
| 2/18/2026 | IHT Wealth Management LLC | 35,944 | $875K | 0.0% | +268.6% | 0.064% | |
| 2/17/2026 | Cetera Investment Advisers | 1,946,336 | $47.35M | 0.1% | +6.1% | 3.488% | |
| 2/17/2026 | Osaic Holdings Inc. | 339,765 | $8.27M | 0.0% | -12.5% | 0.609% | |
| 2/17/2026 | Captrust Financial Advisors | 53,933 | $1.31M | 0.0% | -6.6% | 0.097% | |
| 2/16/2026 | MML Investors Services LLC | 114,646 | $2.79M | 0.0% | +3.3% | 0.205% | |
| 2/16/2026 | Mariner LLC | 1,222,826 | $29.75M | 0.0% | +3.5% | 2.191% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,017 | $195K | 0.0% | N/A | 0.014% | |
| 2/13/2026 | Stifel Financial Corp | 340,965 | $8.30M | 0.0% | +8.7% | 0.611% | |
| 2/13/2026 | Beacon Capital Management LLC | 24,777 | $603K | 0.1% | N/A | 0.044% | |
| 2/13/2026 | Morgan Stanley | 2,785,502 | $67.77M | 0.0% | +7.0% | 4.992% | |
| 2/13/2026 | Saxon Interests Inc. | 18,407 | $448K | 0.2% | -50.0% | 0.033% | |
| 2/13/2026 | Summit Financial LLC | 366,596 | $8.95M | 0.1% | +2.8% | 0.657% | |
| 2/12/2026 | Jane Street Group LLC | 66,147 | $1.61M | 0.0% | -42.2% | 0.119% | |
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| 2/12/2026 | Orion Porfolio Solutions LLC | 498,293 | $12.12M | 0.1% | +3.5% | 0.893% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 177,037 | $4.31M | 0.0% | +18.2% | 0.317% | |
| 2/12/2026 | Titleist Asset Management LLC | 36,048 | $877K | 0.1% | +4.4% | 0.065% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 17,292 | $421K | 0.0% | +476.4% | 0.031% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 1,112 | $27K | 0.0% | N/A | 0.002% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 422,597 | $10.28M | 0.2% | -2.5% | 0.757% | |
| 2/12/2026 | Hudock Inc. | 340,522 | $8.29M | 1.2% | +3.7% | 0.610% | |
| 2/11/2026 | Cornerstone Advisors Asset Management LLC | 511,354 | $12.44M | 2.0% | +17.8% | 0.916% | |
| 2/11/2026 | Meeder Advisory Services Inc. | 2,260,794 | $55.01M | 2.4% | +9.6% | 4.052% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 21,558 | $525K | 0.0% | N/A | 0.039% | |
| 2/11/2026 | LPL Financial LLC | 2,046,660 | $49.80M | 0.0% | +15.0% | 3.668% | |
| 2/11/2026 | JPMorgan Chase & Co. | 144,147 | $3.51M | 0.0% | -2.4% | 0.258% | |
| 2/11/2026 | Hapanowicz & Associates Financial Services Inc | 61,704 | $1.50M | 0.6% | N/A | 0.111% | |
| 2/11/2026 | Prestige Wealth Management Group LLC | 214,452 | $5.23M | 1.0% | -12.9% | 0.384% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 17,837 | $434K | 0.0% | +11.5% | 0.032% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 47,950 | $1.17M | 0.0% | N/A | 0.086% | |
| 2/10/2026 | Root Financial Partners LLC | 3,400 | $83K | 0.0% | N/A | 0.006% | |
| 2/10/2026 | Core Wealth Advisors LLC | 94,426 | $2.30M | 1.4% | N/A | 0.169% | |
| 2/10/2026 | Swmg LLC | 28,876 | $709K | 0.2% | -1.8% | 0.052% | |
| 2/9/2026 | Flputnam Investment Management Co. | 463,899 | $11.29M | 0.2% | +438.1% | 0.831% | |
| 2/9/2026 | Diversified Portfolios Inc. | 74,424 | $1.81M | 0.2% | N/A | 0.133% | |
| 2/9/2026 | Kuhn & Co Investment Counsel | 66,849 | $1.63M | 1.1% | +8.5% | 0.120% | |
| 2/6/2026 | CFO4Life Group LLC | 476,879 | $11.60M | 1.7% | +0.8% | 0.855% | |
| 2/6/2026 | Condor Capital Management | 495,798 | $12.06M | 1.0% | +3.8% | 0.889% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 43,206 | $1.05M | 0.0% | +2.6% | 0.077% | |
| 2/6/2026 | Fortis Group Advisors LLC | 28,185 | $690K | 0.1% | +23.7% | 0.051% | |
| 2/6/2026 | HighTower Advisors LLC | 21,862 | $532K | 0.0% | +22.5% | 0.039% | |
| 2/6/2026 | Stronghold Wealth Management L.L.C. | 24,369 | $593K | 0.9% | N/A | 0.044% | |
| 2/5/2026 | TD Private Client Wealth LLC | 24,459 | $595K | 0.0% | N/A | 0.044% | |
| 2/5/2026 | Elyxium Wealth LLC | 227,244 | $5.53M | 0.1% | +68.1% | 0.407% | |
| 2/5/2026 | Avantax Planning Partners Inc. | 171,499 | $4.17M | 0.1% | -9.9% | 0.307% | |
| 2/5/2026 | Landmark Wealth Management LLC | 64,213 | $1.56M | 0.6% | +5.0% | 0.115% | |
| 2/4/2026 | GGM Financials LLC | 214,131 | $5.21M | 2.5% | +9.5% | 0.384% | |
| 2/4/2026 | Brio Consultants LLC | 11,380 | $277K | 0.0% | -8.9% | 0.020% | |
| 2/4/2026 | Frontier Asset Management LLC | 45,896 | $1.12M | 0.3% | +3.1% | 0.082% | |
| 2/4/2026 | Midwest Trust Co | 1,277,827 | $31.09M | 0.4% | +96.5% | 2.290% | |
| 2/2/2026 | PKS Advisory Services LLC | 37,113 | $903K | 0.2% | -6.3% | 0.067% | |
| 2/2/2026 | Truist Financial Corp | 309,952 | $7.54M | 0.0% | +3.4% | 0.555% | |
| 2/2/2026 | Cypress Point Wealth Management LLC | 62,791 | $1.53M | 0.3% | -51.9% | 0.113% | |
| 2/2/2026 | Opes Wealth Management LLC | 40,700 | $990K | 0.2% | +2.4% | 0.073% | |
| 1/30/2026 | United Community Bank | 5,375 | $131K | 0.0% | +12.6% | 0.010% | |
| 1/29/2026 | New Hampshire Trust | 17,467 | $425K | 0.1% | N/A | 0.032% | |
| 1/29/2026 | UBS Group AG | 1,697,344 | $41.30M | 0.0% | +7.2% | 3.069% | |
| 1/29/2026 | Sanctuary Advisors LLC | 211,601 | $5.15M | 0.0% | -0.9% | 0.383% | |
| 1/28/2026 | Lebenthal Global Advisors LLC | 43,729 | $1.06M | 0.2% | +2.3% | 0.079% | |
| 1/27/2026 | PFG Advisors | 57,714 | $1.40M | 0.1% | -7.0% | 0.104% | |
| 1/26/2026 | Dakota Community Bank & Trust NA | 4,985 | $121K | 0.4% | N/A | 0.009% | |
| 1/26/2026 | CWM LLC | 1,053 | $26K | 0.0% | N/A | 0.002% | |
| 1/26/2026 | Bernardo Wealth Planning LLC | 150,098 | $3.65M | 0.7% | +4.8% | 0.271% | |
| 1/26/2026 | BCS Wealth Management | 48,364 | $1.18M | 0.1% | +116.2% | 0.087% | |
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| 1/23/2026 | Farther Finance Advisors LLC | 59,533 | $1.45M | 0.0% | N/A | 0.109% | |
| 1/23/2026 | Sunpointe LLC | 20,506 | $500K | 0.2% | N/A | 0.037% | |
| 1/23/2026 | Smallwood Wealth Investment Management LLC | 162,444 | $3.95M | 2.1% | +22.3% | 0.296% | |
| 1/23/2026 | Legacy Financial Strategies LLC | 97,452 | $2.37M | 0.4% | -1.0% | 0.178% | |
| 1/23/2026 | RFG Bristol Wealth Advisors LLC | 26,382 | $642K | 0.2% | +52.2% | 0.048% | |
| 1/22/2026 | Curran Financial Partners LLC | 42,612 | $1.04M | 0.2% | +16.7% | 0.078% | |
| 1/22/2026 | Kennebec Savings Bank | 44,053 | $1.07M | 0.9% | +486.7% | 0.080% | |
| 1/22/2026 | Vicus Capital | 379,218 | $9.23M | 0.7% | +7.7% | 0.692% | |
| 1/21/2026 | Pacific Point Advisors LLC | 13,699 | $333K | 0.2% | N/A | 0.025% | |
| 1/20/2026 | Savvy Advisors Inc. | 9,488 | $231K | 0.0% | N/A | 0.017% | |