| 7/10/2026 | Fiduciary Financial Group LLC | 2,304,888 | $55.64M | 6.3% | +5.9% | 0.440% | |
| 7/10/2026 | Charles Schwab Trust Co | 1,139,286 | $27.50M | 1.5% | +3.4% | 0.218% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 19,153 | $462K | 0.1% | -29.4% | 0.004% | |
| 7/10/2026 | SMI Advisory Services LLC | 321,160 | $7.74M | 1.3% | +1.3% | 0.061% | |
| 7/10/2026 | Mendota Financial Group LLC | 57,344 | $1.38M | 0.9% | -7.8% | 0.011% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 23,070 | $557K | 0.0% | -16.1% | 0.004% | |
| 7/9/2026 | Centurion Wealth Management LLC | 78,255 | $1.89M | 0.5% | +6.5% | 0.015% | |
| 7/9/2026 | Veery Capital LLC | 50,059 | $1.21M | 0.3% | -1.5% | 0.010% | |
| 7/9/2026 | Sapient Capital LLC | 24,539 | $592K | 0.0% | N/A | 0.005% | |
| 7/9/2026 | Focus Financial Network Inc. | 228,865 | $5.53M | 0.2% | -23.0% | 0.044% | |
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| 7/9/2026 | Great Waters Wealth Management | 55,352 | $1.34M | 0.1% | -4.8% | 0.011% | |
| 7/9/2026 | Birchbrook Inc. | 18,408 | $444K | 0.2% | +2.5% | 0.004% | |
| 7/9/2026 | Tactive Advisors LLC | 11,339 | $274K | 0.1% | -37.9% | 0.002% | |
| 7/9/2026 | Everhart Financial Group Inc. | 60,549 | $1.46M | 0.1% | N/A | 0.012% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 35,268 | $851K | 0.0% | -9.8% | 0.007% | |
| 7/8/2026 | Gradient Investments LLC | 18,000 | $435K | 0.0% | N/A | 0.003% | |
| 7/8/2026 | Sprinkle Financial Consultants LLC | 39,434 | $952K | 0.4% | N/A | 0.008% | |
| 7/8/2026 | Apella Capital LLC | 245,952 | $5.92M | 0.1% | +2.5% | 0.047% | |
| 7/8/2026 | Evanson Financial LLC | 45,541 | $1.10M | 0.1% | N/A | 0.009% | |
| 7/8/2026 | Hardin Capital Partners LLC | 15,029 | $363K | 0.2% | +5.0% | 0.003% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 235,386 | $5.68M | 0.2% | +6.7% | 0.045% | |
| 7/7/2026 | Avior Wealth Management LLC | 1,083,719 | $26.16M | 0.7% | +2.4% | 0.207% | |
| 7/7/2026 | Anderson Hoagland & Co. | 100,729 | $2.43M | 0.2% | +28.5% | 0.019% | |
| 7/6/2026 | Bangor Savings Bank | 2,758,500 | $66.59M | 4.9% | +7.1% | 0.528% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 611,439 | $14.76M | 1.1% | +5.8% | 0.117% | |
| 7/6/2026 | Meadowbrook Wealth Management LLC | 13,908 | $335K | 0.4% | -7.4% | 0.003% | |
| 7/6/2026 | RDA Financial Network | 13,175 | $318K | 0.1% | N/A | 0.003% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 1,696,406 | $40.95M | 1.1% | +48.1% | 0.316% | |
| 7/2/2026 | Versant Capital Management Inc | 134,827 | $3.26M | 0.3% | +20.3% | 0.025% | |
| 7/2/2026 | First County Bank CT | 32,046 | $774K | 0.4% | +9.3% | 0.006% | |
| 7/1/2026 | Adelphi Trust Co | 26,864 | $648K | 0.4% | +79.2% | 0.005% | |
| 6/18/2026 | Western Wealth Management LLC | 63,922 | $1.55M | 0.1% | +118.6% | 0.012% | |
| 6/3/2026 | DBK Financial Counsel LLC | 104,595 | $2.54M | 1.9% | -1.7% | 0.020% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 39,663 | $962K | 0.8% | N/A | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 145,087 | $3.52M | 0.0% | +12.6% | 0.028% | |
| 5/29/2026 | Immaculate Wealth Management LLC | 14,750 | $358K | 2.8% | N/A | 0.003% | |
| 5/27/2026 | Allen Capital Group LLC | 274,651 | $6.67M | 0.6% | N/A | 0.053% | |
| 5/27/2026 | Birmingham Capital Management Co. Inc. AL | 20,600 | $500K | 0.2% | -51.6% | 0.004% | |
| 5/22/2026 | WNY Asset Management LLC | 174,656 | $4.24M | 0.4% | N/A | 0.034% | |
| 5/21/2026 | JDM Financial Group LLC | 41,449 | $1.01M | 0.2% | -30.3% | 0.008% | |
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| 5/19/2026 | Western Wealth Management LLC | 63,922 | $1.55M | 0.1% | +118.6% | 0.012% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 49,946 | $1.21M | 0.9% | N/A | 0.010% | |
| 5/19/2026 | Bank of America Corp DE | 110,717,308 | $2.69B | 0.2% | -9.6% | 21.524% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 10,385 | $252K | 0.1% | -5.2% | 0.002% | |
| 5/19/2026 | Arkadios Wealth Advisors | 15,673 | $380K | 0.0% | -4.9% | 0.003% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 52,828 | $1.28M | 0.0% | -8.5% | 0.010% | |
| 5/18/2026 | Royal Bank of Canada | 519,253 | $12.60M | 0.0% | +0.5% | 0.101% | |
| 5/15/2026 | Northeast Financial Group Inc. | 522,603 | $12.69M | 3.1% | -12.1% | 0.102% | |
| 5/15/2026 | Waverly Advisors LLC | 1,521,242 | $36.92M | 0.3% | +73.4% | 0.296% | |
| 5/15/2026 | Cumberland Partners Ltd | 46,048 | $1.12M | 0.1% | +26.7% | 0.009% | |
| 5/15/2026 | Vivaldi Capital Management LP | 555,616 | $13.49M | 1.9% | +2.3% | 0.108% | |
| 5/14/2026 | Morningstar Investment Management LLC | 1,613,491 | $39.16M | 2.4% | -6.6% | 0.314% | |
| 5/14/2026 | Gibbs Wealth Management | 8,411 | $204K | 0.0% | N/A | 0.002% | |
| 5/14/2026 | Sei Investments Co. | 16,741,000 | $406.30M | 0.4% | -10.0% | 3.254% | |
| 5/14/2026 | Lido Advisors LLC | 103,489 | $2.51M | 0.0% | -43.9% | 0.020% | |
| 5/13/2026 | Cetera Investment Advisers | 804,911 | $19.54M | 0.0% | -23.7% | 0.156% | |
| 5/13/2026 | Wealthspire Retirement LLC | 42,018 | $1.02M | 0.1% | -2.4% | 0.008% | |
| 5/13/2026 | American Investment Services Inc. | 180,905 | $4.39M | 1.0% | +10.9% | 0.035% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 194,349 | $4.72M | 0.4% | -64.8% | 0.038% | |
| 5/13/2026 | Measured Wealth Private Client Group LLC | 1,676 | $41K | 0.0% | -20.5% | 0.000% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 752,236 | $18.26M | 0.5% | +21.6% | 0.146% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 4,104,187 | $99.61M | 0.1% | +5.9% | 0.798% | |
| 5/8/2026 | HORAN Wealth LLC | 9,666 | $236K | 0.0% | N/A | 0.002% | |
| 5/7/2026 | Florida Financial Advisors LLC | 26,740 | $649K | 0.2% | +6.3% | 0.005% | |
| 5/7/2026 | Nelson Capital Management LLC | 21,360 | $518K | 0.1% | -6.6% | 0.004% | |
| 5/7/2026 | Momentum Wealth Planning LLC | 400,329 | $9.72M | 8.6% | +51.0% | 0.078% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 17,816 | $432K | 0.0% | +7.4% | 0.003% | |
| 5/6/2026 | Modera Wealth Management LLC | 9,075 | $220K | 0.0% | -19.4% | 0.002% | |
| 5/6/2026 | Morling Financial Advisors LLC | 13,070 | $317K | 0.1% | +34.9% | 0.003% | |
| 5/6/2026 | Assetmark Inc. | 17,127 | $416K | 0.0% | -93.8% | 0.003% | |
| 5/6/2026 | Main Street Group LTD | 181,331 | $4.40M | 1.3% | -20.1% | 0.035% | |
| 5/6/2026 | Independent Financial Group LLC | 24,394 | $592K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | Westover Capital Advisors LLC | 503,560 | $12.22M | 2.2% | +3.1% | 0.098% | |
| 5/5/2026 | Wealthfront Advisers LLC | 2,978,594 | $72.29M | 0.2% | -26.9% | 0.579% | |
| 5/5/2026 | Members Advisory Group LLC | 396,056 | $9.61M | 3.3% | N/A | 0.077% | |
| 5/5/2026 | Bank of New York Mellon Corp | 532,688 | $12.93M | 0.0% | +1,130.5% | 0.104% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 390,298 | $9.47M | 2.3% | +6.4% | 0.076% | |
| 5/5/2026 | Blackhawk Capital Partners LLC | 1,241,367 | $30.13M | 11.1% | N/A | 0.241% | |
| 5/5/2026 | Sherman Asset Management Inc. | 49,839 | $1.21M | 1.1% | +25.0% | 0.010% | |
| 5/5/2026 | Three Seasons Wealth LLC | 25,609 | $622K | 0.2% | N/A | 0.005% | |
| 5/5/2026 | Journey Advisory Group LLC | 859,892 | $20.87M | 1.8% | +8.1% | 0.167% | |
| 5/5/2026 | Ethos Financial Group LLC | 51,261 | $1.24M | 0.1% | +8.0% | 0.010% | |
| 5/5/2026 | Signet Financial Management LLC | 31,910 | $774K | 0.1% | +166.8% | 0.006% | |
| 5/5/2026 | Sanctuary Advisors LLC | 27,316 | $663K | 0.0% | +25.5% | 0.005% | |
| 5/4/2026 | Beckerman Institutional LLC | 131,574 | $3.19M | 1.7% | +4.0% | 0.026% | |
| 5/4/2026 | Blake Schutter Theil Wealth Advisors LLC | 30,387 | $738K | 0.6% | -16.5% | 0.006% | |
| 5/4/2026 | Archer Investment Corp | 4,605 | $112K | 0.0% | N/A | 0.001% | |
| 5/4/2026 | Team Financial Group LLC | 64,830 | $1.57M | 0.7% | +70.0% | 0.013% | |
| 5/4/2026 | Uptick Partners LLC | 9,422 | $229K | 0.0% | N/A | 0.002% | |
| 5/4/2026 | Tradewinds LLC. | 10,268 | $248K | 0.1% | N/A | 0.002% | |
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| 5/4/2026 | Lifeworks Advisors LLC | 107,294 | $2.60M | 0.3% | -11.0% | 0.021% | |
| 5/2/2026 | Associated Banc Corp | 274,670 | $6.67M | 0.2% | +10.9% | 0.053% | |
| 5/2/2026 | Diversify Wealth Management LLC | 534,366 | $12.95M | 0.2% | +3.4% | 0.104% | |
| 5/2/2026 | Valmark Advisers Inc. | 104,040 | $2.53M | 0.0% | +25.4% | 0.020% | |
| 5/2/2026 | Pittenger & Anderson Inc. | 80,441 | $1.95M | 0.1% | +54.4% | 0.016% | |
| 5/2/2026 | Carnegie Investment Counsel | 99,276 | $2.41M | 0.0% | +3.4% | 0.019% | |
| 5/1/2026 | Midwest Trust Co | 1,846,314 | $44.81M | 0.6% | +39.6% | 0.359% | |
| 5/1/2026 | Fifth Third Bancorp | 28,859 | $700K | 0.0% | +5,244.3% | 0.006% | |
| 5/1/2026 | Signature Resources Capital Management LLC | 18,818 | $457K | 0.2% | +9.5% | 0.004% | |
| 5/1/2026 | Oakwell Private Wealth Management LLC | 386,884 | $9.39M | 1.7% | +4.1% | 0.075% | |