| 6/26/2026 | WealthPoint Financial LLC | 5,049 | $399K | 0.3% | +3.4% | 0.020% | |
| 6/3/2026 | DBK Financial Counsel LLC | 3,260 | $258K | 0.2% | N/A | 0.013% | |
| 5/19/2026 | Bank of America Corp DE | 302,356 | $23.91M | 0.0% | +20.4% | 1.220% | |
| 5/18/2026 | Royal Bank of Canada | 32,278 | $2.55M | 0.0% | +2.6% | 0.130% | |
| 5/16/2026 | Quantinno Capital Management LP | 5,365 | $424K | 0.0% | +6.2% | 0.022% | |
| 5/13/2026 | Cetera Investment Advisers | 13,441 | $1.06M | 0.0% | -2.4% | 0.054% | |
| 5/8/2026 | Pacific Sun Financial Corp | 7,555 | $598K | 0.3% | -2.3% | 0.030% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 6,690 | $529K | 0.0% | -20.5% | 0.027% | |
| 5/7/2026 | Sentinel Trust Co. LBA | 10,700 | $846K | 0.1% | -10.9% | 0.043% | |
| 5/5/2026 | Bank of New York Mellon Corp | 426,191 | $33.71M | 0.0% | +17.6% | 1.719% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 8,751 | $692K | 0.0% | -5.6% | 0.035% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 73,592 | $6.26M | 0.4% | -7.8% | 0.297% | |
| 4/30/2026 | Sageworth Trust Co of South Dakota | 14,472 | $1.15M | 0.9% | -0.9% | 0.058% | |
| 4/29/2026 | Kiley Juergens Wealth Management LLC | 3,327 | $263K | 0.0% | N/A | 0.013% | |
| 4/25/2026 | Keybank National Association OH | 547,452 | $43.30M | 0.2% | +1.4% | 2.204% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 2,660 | $210K | 0.0% | N/A | 0.011% | |
| 4/22/2026 | Horizon Bancorp Inc. IN | 34,798 | $2.75M | 1.3% | -0.9% | 0.140% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 15,405 | $1.25M | 0.0% | +70.4% | 0.062% | |
| 3/9/2026 | Corient Private Wealth LLC | 16,256 | $1.31M | 0.0% | +4.0% | 0.065% | |
| 2/20/2026 | Cambient Family Office LLC | 2,087 | $169K | 0.0% | N/A | 0.008% | |
| 2/19/2026 | WealthPoint Financial LLC | 4,881 | $394K | 0.3% | N/A | 0.020% | |
| 2/19/2026 | Corient Private Wealth LLC | 16,256 | $1.31M | 0.0% | +4.0% | 0.065% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 3,513 | $284K | 0.0% | N/A | 0.014% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 7,329 | $592K | 0.0% | -7.7% | 0.029% | |
| 2/18/2026 | EP Wealth Advisors LLC | 4,823 | $390K | 0.0% | N/A | 0.019% | |
| 2/18/2026 | NewEdge Advisors LLC | 6,840 | $553K | 0.0% | +8.6% | 0.027% | |
| 2/18/2026 | VestGen Investment Management | 42,499 | $3.43M | 1.9% | -1.6% | 0.170% | |
| 2/17/2026 | Cetera Investment Advisers | 13,774 | $1.11M | 0.0% | +3.5% | 0.055% | |
| 2/17/2026 | Northern Trust Corp | 11,252,445 | $909.31M | 0.1% | -0.8% | 44.974% | |
| 2/17/2026 | Osaic Holdings Inc. | 56,455 | $4.56M | 0.0% | -0.4% | 0.226% | |
| 2/17/2026 | Royal Bank of Canada | 31,471 | $2.54M | 0.0% | -6.3% | 0.126% | |
| 2/16/2026 | MML Investors Services LLC | 68,448 | $5.53M | 0.0% | +13.5% | 0.274% | |
| 2/16/2026 | Focus Partners Wealth | 203,772 | $16.47M | 0.0% | +135.0% | 0.814% | |
| 2/13/2026 | Kestra Advisory Services LLC | 9,273 | $749K | 0.0% | +9.5% | 0.037% | |
| 2/13/2026 | Stifel Financial Corp | 4,094 | $331K | 0.0% | +20.6% | 0.016% | |
| 2/13/2026 | Wells Fargo & Company MN | 87,638 | $7.08M | 0.0% | +1.6% | 0.350% | |
| 2/13/2026 | Wealthspire Advisors LLC | 147,906 | $11.95M | 0.1% | +0.1% | 0.591% | |
| 2/12/2026 | Johnson Financial Group Inc. | 4,500 | $364K | 0.0% | -7.6% | 0.018% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 103,483 | $8.36M | 0.1% | -6.1% | 0.414% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 47,728 | $3.86M | 0.0% | -0.3% | 0.191% | |
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| 2/12/2026 | Bank of Montreal Can | 10,081 | $815K | 0.0% | -1.8% | 0.040% | |
| 2/12/2026 | Absolute Capital Management LLC | 4,075 | $329K | 0.1% | -10.6% | 0.016% | |
| 2/11/2026 | VeraBank N.A. | 460,560 | $37.22M | 6.8% | +0.4% | 1.841% | |
| 2/11/2026 | TIAA Trust National Association | 4,075,676 | $330.90M | 0.8% | +4.0% | 16.290% | |
| 2/11/2026 | LPL Financial LLC | 358,512 | $28.97M | 0.0% | -1.9% | 1.433% | |
| 2/11/2026 | JPMorgan Chase & Co. | 71,891 | $5.81M | 0.0% | -19.0% | 0.287% | |
| 2/11/2026 | Horizon Bancorp Inc. IN | 35,119 | $2.84M | 1.4% | -2.8% | 0.140% | |
| 2/10/2026 | Bank of New York Mellon Corp | 362,361 | $29.28M | 0.0% | +15.6% | 1.448% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 50,000 | $4.04M | 0.0% | -2.2% | 0.200% | |
| 2/10/2026 | Bridges Investment Management Inc. | 122,512 | $9.90M | 0.1% | -0.5% | 0.490% | |
| 2/10/2026 | One Capital Management LLC | 5,539 | $448K | 0.0% | N/A | 0.022% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 9,121 | $737K | 0.0% | -20.7% | 0.036% | |
| 2/10/2026 | CFS Investment Advisory Services LLC | 79,841 | $6.45M | 0.5% | -29.7% | 0.319% | |
| 2/9/2026 | McGinn Penninger Investment Management Inc. | 7,762 | $627K | 0.4% | +4.0% | 0.031% | |
| 2/9/2026 | Prospera Financial Services Inc | 6,161 | $498K | 0.0% | -3.4% | 0.025% | |
| 2/6/2026 | Global Retirement Partners LLC | 7,759 | $627K | 0.0% | +6,259.8% | 0.031% | |
| 2/6/2026 | IFP Advisors Inc | 1,614 | $130K | 0.0% | +64.5% | 0.006% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 8,415 | $680K | 0.0% | +3.9% | 0.034% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 4,612 | $373K | 0.0% | N/A | 0.018% | |
| 2/5/2026 | Allworth Financial LP | 35,838 | $2.90M | 0.0% | -4.6% | 0.143% | |
| 2/5/2026 | Pacific Sun Financial Corp | 7,735 | $625K | 0.3% | -13.8% | 0.031% | |
| 2/4/2026 | Anson Capital Inc. | 17,141 | $1.39M | 1.0% | -29.5% | 0.068% | |
| 2/4/2026 | Bryn Mawr Trust Advisors LLC | 19,848 | $1.60M | 0.1% | -1.5% | 0.079% | |
| 2/3/2026 | F m Investments LLC | 7,664 | $618K | 0.0% | -17.9% | 0.031% | |
| 2/3/2026 | International Assets Investment Management LLC | 987 | $80K | 0.0% | N/A | 0.004% | |
| 2/3/2026 | MGO One Seven LLC | 6,581 | $532K | 0.0% | -7.0% | 0.026% | |
| 2/2/2026 | Legacy Edge Advisors LLC | 6,288 | $508K | 0.1% | N/A | 0.025% | |
| 2/2/2026 | Benjamin Edwards Inc. | 76,823 | $6.21M | 0.1% | -0.7% | 0.307% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 2,498 | $202K | 0.0% | N/A | 0.010% | |
| 1/30/2026 | Keybank National Association OH | 539,920 | $43.63M | 0.2% | -0.8% | 2.156% | |
| 1/29/2026 | UBS Group AG | 215,426 | $17.41M | 0.0% | -1.2% | 0.857% | |
| 1/28/2026 | West Michigan Advisors LLC | 7,115 | $575K | 0.1% | -3.7% | 0.028% | |
| 1/27/2026 | Chaney Capital Management Inc. | 2,543 | $206K | 0.1% | N/A | 0.010% | |
| 1/27/2026 | Wealth Enhancement Trust Services Inc. | 1,370 | $111K | 0.0% | N/A | 0.005% | |
| 1/23/2026 | Shore Point Advisors LLC | 4,984 | $403K | 0.1% | -10.0% | 0.020% | |
| 1/23/2026 | Gilbert Capital Group Inc. | 2,503 | $202K | 0.2% | N/A | 0.010% | |
| 1/22/2026 | Vavra Capital Management LLC | 2,590 | $209K | 0.2% | N/A | 0.010% | |
| 1/21/2026 | Ledyard National Bank | 180,927 | $14.62M | 1.3% | +10.2% | 0.723% | |
| 1/21/2026 | Clayton Financial Group LLC | 17,000 | $1.37M | 0.7% | N/A | 0.068% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 554 | $45K | 0.0% | N/A | 0.002% | |
| 1/16/2026 | PFS Partners LLC | 442 | $36K | 0.0% | -24.6% | 0.002% | |
| 1/13/2026 | CoreCap Advisors LLC | 838 | $68K | 0.0% | -21.3% | 0.003% | |
| 1/13/2026 | Parsons Capital Management Inc. RI | 9,817 | $793K | 0.0% | -1.6% | 0.039% | |
| 1/9/2026 | First Heartland Consultants Inc. | 5,703 | $461K | 0.0% | N/A | 0.023% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 108,121 | $8.87M | 0.0% | -8.1% | 0.431% | |
| 1/7/2026 | Magnus Financial Group LLC | 66,327 | $5.36M | 0.4% | +0.5% | 0.265% | |
| 1/1/2026 | JPMorgan Chase & Co. | 88,724 | $7.05M | 0.0% | -25.1% | 0.356% | |
| 12/2/2025 | Allworth Financial LP | 37,551 | $2.98M | 0.0% | -1.8% | 0.151% | |
| 11/17/2025 | NewEdge Advisors LLC | 6,297 | $500K | 0.0% | +4.0% | 0.025% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 11,499 | $913K | 0.0% | +5.1% | 0.046% | |
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| 11/17/2025 | Northern Trust Corp | 11,345,556 | $900.84M | 0.1% | -2.2% | 45.491% | |
| 11/17/2025 | Flow Traders U.S. LLC | 6,811 | $541K | 0.0% | +137.2% | 0.027% | |
| 11/17/2025 | Focus Partners Wealth | 86,707 | $6.89M | 0.0% | -4.6% | 0.348% | |
| 11/17/2025 | Bank of America Corp DE | 249,240 | $19.79M | 0.0% | -4.5% | 0.999% | |
| 11/17/2025 | Ameriprise Financial Inc. | 5,425 | $431K | 0.0% | -3.2% | 0.022% | |
| 11/14/2025 | Creative Planning | 13,781 | $1.09M | 0.0% | +5.0% | 0.055% | |
| 11/14/2025 | Raymond James Financial Inc. | 25,653 | $2.04M | 0.0% | -4.6% | 0.103% | |
| 11/14/2025 | McGinn Penninger Investment Management Inc. | 7,461 | $592K | 0.3% | -19.0% | 0.030% | |
| 11/14/2025 | F m Investments LLC | 9,337 | $739K | 0.0% | -22.7% | 0.037% | |
| 11/14/2025 | Glenmede Investment Management LP | 3,500 | $278K | 0.0% | N/A | 0.014% | |