| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 72,610 | $2.02M | 0.1% | -1.6% | 0.108% | |
| 6/3/2026 | NewEdge Advisors LLC | 54,388 | $1.46M | 0.0% | +5.2% | 0.079% | |
| 5/29/2026 | Asset Dedication LLC | 10,560 | $284K | 0.0% | -3.5% | 0.015% | |
| 5/19/2026 | Western Wealth Management LLC | 1,200 | $32K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Bank of America Corp DE | 1,686,830 | $45.39M | 0.0% | +6.1% | 2.464% | |
| 5/18/2026 | Rivernorth Capital Management LLC | 58,576 | $1.58M | 0.1% | +5.4% | 0.086% | |
| 5/18/2026 | Royal Bank of Canada | 196,406 | $5.29M | 0.0% | -1.5% | 0.287% | |
| 5/16/2026 | Quantinno Capital Management LP | 30,961 | $833K | 0.0% | +8.1% | 0.045% | |
| 5/15/2026 | Waverly Advisors LLC | 76,212 | $2.05M | 0.0% | -7.1% | 0.111% | |
| 5/14/2026 | Lido Advisors LLC | 14,461 | $389K | 0.0% | +26.3% | 0.021% | |
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| 5/13/2026 | Cetera Investment Advisers | 336,805 | $9.06M | 0.0% | +30.0% | 0.492% | |
| 5/5/2026 | Wealthfront Advisers LLC | 53,078 | $1.43M | 0.0% | +81.5% | 0.078% | |
| 5/5/2026 | Bank of New York Mellon Corp | 948,008 | $25.51M | 0.0% | +15.5% | 1.385% | |
| 5/5/2026 | Sanctuary Advisors LLC | 68,188 | $1.84M | 0.0% | +10.1% | 0.100% | |
| 5/2/2026 | Navigate Wealth Management LLC | 11,081 | $313K | 0.2% | N/A | 0.016% | |
| 5/1/2026 | Fifth Third Bancorp | 4,799 | $129K | 0.0% | +400.4% | 0.007% | |
| 5/1/2026 | American Trust | 12,341 | $332K | 0.0% | -4.5% | 0.018% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,938 | $510K | 0.0% | +54.6% | 0.028% | |
| 4/29/2026 | Lmcg Investments LLC | 146,957 | $3.96M | 0.2% | +13.1% | 0.215% | |
| 4/29/2026 | Integrated Advisors Network LLC | 47,812 | $1.29M | 0.1% | -6.1% | 0.070% | |
| 4/28/2026 | Kathmere Capital Management LLC | 110,371 | $2.97M | 0.2% | -1.7% | 0.161% | |
| 4/28/2026 | Ascentis Independent Advisors | 76,281 | $2.05M | 0.2% | N/A | 0.111% | |
| 4/27/2026 | Apeiron RIA LLC | 28,915 | $778K | 0.2% | +54.7% | 0.042% | |
| 4/27/2026 | Private Advisor Group LLC | 43,333 | $1.17M | 0.0% | -35.5% | 0.063% | |
| 4/27/2026 | Trademark Financial Management LLC | 26,376 | $710K | 0.3% | -42.1% | 0.039% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 12,900 | $347K | 0.0% | N/A | 0.019% | |
| 4/24/2026 | Key Financial Inc | 7,240 | $195K | 0.0% | +370.1% | 0.011% | |
| 4/23/2026 | Flagstar Advisors Inc. | 18,992 | $511K | 0.2% | +17.4% | 0.028% | |
| 4/23/2026 | Apollon Wealth Management LLC | 34,225 | $921K | 0.0% | +33.1% | 0.050% | |
| 4/21/2026 | Maridea Wealth Management LLC | 24,429 | $657K | 0.1% | +66.2% | 0.036% | |
| 4/21/2026 | Foster & Motley Inc. | 137,551 | $3.70M | 0.2% | -5.9% | 0.201% | |
| 4/20/2026 | Breakwater Capital Group | 22,071 | $594K | 0.1% | +11.5% | 0.032% | |
| 4/20/2026 | TrueMark Investments LLC | 58,576 | $1.58M | 0.3% | +5.4% | 0.086% | |
| 4/18/2026 | Cidel Asset Management Inc. | 619,812 | $16.68M | 0.9% | +8.8% | 0.905% | |
| 4/16/2026 | Prairiewood Capital LLC | 20,705 | $557K | 0.2% | -8.0% | 0.030% | |
| 3/9/2026 | Corient Private Wealth LLC | 38,254 | $987K | 0.0% | +247.1% | 0.056% | |
| 2/19/2026 | Invesco Ltd. | 1,517,191 | $39.16M | 0.0% | +16.1% | 2.204% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 193,369 | $4.99M | 0.1% | N/A | 0.281% | |
| 2/19/2026 | Corient Private Wealth LLC | 38,254 | $987K | 0.0% | +247.1% | 0.056% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 62,882 | $1.62M | 0.0% | +45.8% | 0.091% | |
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| 2/18/2026 | NewEdge Advisors LLC | 51,710 | $1.34M | 0.0% | +1.6% | 0.075% | |
| 2/18/2026 | Crusonia Wealth Advisors LLC | 28,740 | $742K | 0.2% | N/A | 0.042% | |
| 2/18/2026 | VestGen Advisors LLC | 23,453 | $605K | 0.0% | -7.9% | 0.034% | |
| 2/18/2026 | Rivernorth Capital Management LLC | 55,600 | $1.44M | 0.1% | +2.5% | 0.081% | |
| 2/18/2026 | OLD Mission Capital LLC | 11,142 | $288K | 0.0% | -58.6% | 0.016% | |
| 2/18/2026 | Evolve Private Wealth LLC | 17,197 | $444K | 0.0% | N/A | 0.025% | |
| 2/17/2026 | Integrated Advisors Network LLC | 50,911 | $1.31M | 0.1% | +7.1% | 0.074% | |
| 2/17/2026 | AQR Capital Management LLC | 8,169 | $211K | 0.0% | N/A | 0.012% | |
| 2/17/2026 | Cetera Investment Advisers | 259,172 | $6.69M | 0.0% | +187.3% | 0.376% | |
| 2/17/2026 | Osaic Holdings Inc. | 598,737 | $15.45M | 0.0% | -6.9% | 0.870% | |
| 2/17/2026 | Advisory Services Network LLC | 127,335 | $3.29M | 0.0% | +8,943.7% | 0.185% | |
| 2/17/2026 | Captrust Financial Advisors | 408,538 | $10.54M | 0.0% | +1.5% | 0.593% | |
| 2/17/2026 | Pacific Financial Group Inc. | 14,361 | $371K | 0.2% | N/A | 0.021% | |
| 2/17/2026 | &PARTNERS | 102,312 | $2.64M | 0.0% | N/A | 0.149% | |
| 2/17/2026 | Royal Bank of Canada | 199,477 | $5.15M | 0.0% | -4.8% | 0.290% | |
| 2/16/2026 | MML Investors Services LLC | 14,456 | $373K | 0.0% | +30.7% | 0.021% | |
| 2/16/2026 | Mariner LLC | 93,480 | $2.41M | 0.0% | +24.4% | 0.136% | |
| 2/13/2026 | Kestra Advisory Services LLC | 12,247 | $316K | 0.0% | N/A | 0.018% | |
| 2/13/2026 | Itau Unibanco Holding S.A. | 3,051,133 | $78.75M | 1.9% | +4.3% | 4.432% | |
| 2/13/2026 | Golden State Wealth Management LLC | 5,639 | $146K | 0.0% | -27.7% | 0.008% | |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 23,615,223 | $609.51M | 0.1% | -1.9% | 34.300% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,326,588 | $60.05M | 0.0% | +22.5% | 3.379% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 163,401 | $4.22M | 0.0% | -16.6% | 0.237% | |
| 2/12/2026 | TopTier Wealth Management LLC | 37,541 | $969K | 0.7% | N/A | 0.055% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 32,289 | $833K | 0.0% | +14.2% | 0.047% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 32,903 | $849K | 0.0% | -3.9% | 0.048% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 9,696 | $250K | 0.0% | +4.5% | 0.014% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 1,053 | $27K | 0.0% | N/A | 0.002% | |
| 2/12/2026 | Trailhead Planners LLC | 12,280 | $317K | 0.3% | N/A | 0.018% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 9,640 | $249K | 0.0% | N/A | 0.014% | |
| 2/11/2026 | Cerity Partners LLC | 33,576 | $867K | 0.0% | +7.8% | 0.049% | |
| 2/11/2026 | LPL Financial LLC | 1,894,726 | $48.90M | 0.0% | +88.6% | 2.752% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 5,168 | $133K | 0.0% | +8.4% | 0.008% | |
| 2/11/2026 | Daiwa Securities Group Inc. | 1,170,500 | $30.21M | 0.1% | -12.4% | 1.700% | |
| 2/10/2026 | Cibc World Market Inc. | 31,675 | $818K | 0.0% | +4.0% | 0.046% | |
| 2/10/2026 | Bank of New York Mellon Corp | 820,831 | $21.19M | 0.0% | -1.2% | 1.192% | |
| 2/10/2026 | Root Financial Partners LLC | 4,647 | $120K | 0.0% | +58.2% | 0.007% | |
| 2/10/2026 | Redwood Financial Network Corp | 11,243 | $290K | 0.2% | +22.8% | 0.016% | |
| 2/10/2026 | Rothschild Investment LLC | 172,524 | $4.45M | 0.2% | -0.4% | 0.251% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 151,335 | $3.91M | 0.0% | +294.6% | 0.220% | |
| 2/10/2026 | IFG Advisory LLC | 22,361 | $577K | 0.0% | +7.4% | 0.032% | |
| 2/9/2026 | Connecticut Capital Management Group LLC | 71,499 | $1.85M | 1.8% | N/A | 0.104% | |
| 2/9/2026 | Key Financial Inc | 1,540 | $40K | 0.0% | +2,100.0% | 0.002% | |
| 2/9/2026 | CBIZ Investment Advisory Services LLC | 1,000 | $26K | 0.0% | N/A | 0.001% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 193,369 | $4.99M | 0.0% | N/A | 0.281% | |
| 2/6/2026 | IFP Advisors Inc | 15,345 | $396K | 0.0% | -3.8% | 0.022% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 951 | $25K | 0.0% | N/A | 0.001% | |
| 2/6/2026 | HighTower Advisors LLC | 610,776 | $15.76M | 0.0% | +4.0% | 0.887% | |
| 2/5/2026 | AlphaCore Capital LLC | 13,323 | $344K | 0.0% | -8.3% | 0.019% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 221,692 | $5.72M | 0.0% | +478.1% | 0.322% | |
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| 2/5/2026 | Johnson & White Wealth Management LLC | 292,093 | $7.54M | 3.3% | +6.2% | 0.424% | |
| 2/4/2026 | Rollins Financial Advisors LLC | 22,865 | $590K | 0.1% | +21.8% | 0.034% | |
| 2/4/2026 | Drive Wealth Management LLC | 74,610 | $1.93M | 0.4% | +8.5% | 0.110% | |
| 2/3/2026 | Apeiron RIA LLC | 18,693 | $516K | 0.1% | +4.7% | 0.027% | |
| 2/3/2026 | Virtus Family Office LLC | 268,894 | $6.94M | 6.0% | +5.4% | 0.395% | |
| 2/3/2026 | Lmcg Investments LLC | 129,906 | $3.35M | 0.2% | +16.2% | 0.191% | |
| 1/30/2026 | Wealthfront Advisers LLC | 29,237 | $755K | 0.0% | +25.9% | 0.043% | |
| 1/29/2026 | Ashton Thomas Private Wealth LLC | 52,191 | $1.35M | 0.0% | +28.5% | 0.077% | |
| 1/29/2026 | Atlas Legacy Advisors LLC | 223,504 | $5.77M | 1.0% | +11.0% | 0.328% | |
| 1/29/2026 | UBS Group AG | 580,834 | $14.99M | 0.0% | +11.6% | 0.853% | |