| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 112,769 | $3.38M | 0.1% | +7.9% | 0.032% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 632,890 | $18.99M | 3.3% | +0.3% | 0.178% | |
| 7/2/2026 | First County Bank CT | 12,105 | $363K | 0.2% | +3.4% | 0.003% | |
| 6/3/2026 | Parallel Advisors LLC | 40,272 | $1.21M | 0.0% | +1.6% | 0.012% | |
| 6/3/2026 | NewEdge Advisors LLC | 79,487 | $2.39M | 0.0% | +24.4% | 0.024% | |
| 5/22/2026 | Wellington Grp LLC | 297,005 | $8.93M | 2.8% | +9.4% | 0.089% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 81,527 | $2.45M | 0.1% | +2.4% | 0.024% | |
| 5/19/2026 | Western Wealth Management LLC | 95,347 | $2.87M | 0.1% | +31.5% | 0.028% | |
| 5/19/2026 | NewEdge Advisors LLC | 79,065 | $2.38M | 0.0% | +23.8% | 0.024% | |
| 5/19/2026 | Bank of America Corp DE | 7,436,338 | $223.61M | 0.0% | +52.9% | 2.216% | |
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| 5/19/2026 | Arete Wealth Advisors LLC | 81,527 | $2.45M | 0.2% | +2.4% | 0.024% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 2,028 | $61K | 0.0% | +106.5% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 3,559,104 | $107.02M | 0.0% | -8.3% | 1.061% | |
| 5/18/2026 | Empowered Funds LLC | 72,459 | $2.17M | 0.0% | +12.8% | 0.022% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 7,996 | $240K | 0.0% | N/A | 0.002% | |
| 5/15/2026 | Waverly Advisors LLC | 736,885 | $22.16M | 0.2% | +0.4% | 0.220% | |
| 5/14/2026 | Hilltop Holdings Inc. | 173,023 | $5.20M | 0.5% | -5.8% | 0.052% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 42,875 | $1.29M | 0.1% | -1.6% | 0.013% | |
| 5/14/2026 | FCA Corp TX | 54,749 | $1.65M | 0.5% | +4.9% | 0.016% | |
| 5/14/2026 | Modern Wealth Management LLC | 631,578 | $18.94M | 0.3% | -22.6% | 0.188% | |
| 5/14/2026 | Gibbs Wealth Management | 240,202 | $7.22M | 0.9% | +59.0% | 0.072% | |
| 5/14/2026 | Lido Advisors LLC | 50,830 | $1.53M | 0.0% | -1.2% | 0.015% | |
| 5/13/2026 | Cetera Investment Advisers | 1,934,001 | $58.16M | 0.1% | +7.7% | 0.576% | |
| 5/13/2026 | Wealthspire Retirement LLC | 892,159 | $26.83M | 1.6% | +17.7% | 0.266% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 2,154,007 | $64.77M | 0.0% | -1.3% | 0.642% | |
| 5/8/2026 | Burling Wealth Partners LLC | 216,602 | $6.51M | 1.1% | +10.4% | 0.065% | |
| 5/7/2026 | Allen Investment Management LLC | 300,971 | $9.05M | 0.1% | +23.0% | 0.090% | |
| 5/7/2026 | Commonwealth Financial Services LLC | 24,169 | $727K | 0.1% | +11.9% | 0.007% | |
| 5/7/2026 | Parallel Advisors LLC | 40,272 | $1.21M | 0.0% | +1.6% | 0.012% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 37,835 | $1.14M | 0.1% | N/A | 0.011% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 114,107 | $3.43M | 0.0% | -6.7% | 0.034% | |
| 5/6/2026 | Zhang Financial LLC | 44,383 | $1.34M | 0.0% | -2.6% | 0.013% | |
| 5/6/2026 | Assetmark Inc. | 15,564 | $468K | 0.0% | -6.0% | 0.005% | |
| 5/6/2026 | Gould Asset Management LLC CA | 85,140 | $2.56M | 0.4% | +3.2% | 0.025% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 992,198 | $29.78M | 0.0% | +214,197.6% | 0.296% | |
| 5/6/2026 | Independent Financial Group LLC | 30,719 | $924K | 0.0% | N/A | 0.009% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 49,965 | $1.50M | 0.1% | +7.7% | 0.015% | |
| 5/5/2026 | Westover Capital Advisors LLC | 201,808 | $6.07M | 1.1% | -0.8% | 0.060% | |
| 5/5/2026 | RFG Bristol Wealth Advisors LLC | 13,647 | $410K | 0.1% | -2.7% | 0.004% | |
| 5/5/2026 | Members Advisory Group LLC | 319,598 | $9.61M | 3.3% | N/A | 0.095% | |
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| 5/5/2026 | Bank of New York Mellon Corp | 27,734 | $834K | 0.0% | +14.1% | 0.008% | |
| 5/5/2026 | Signet Financial Management LLC | 150,914 | $4.54M | 0.5% | -1.7% | 0.045% | |
| 5/5/2026 | Sanctuary Advisors LLC | 481,070 | $14.47M | 0.1% | +11.9% | 0.143% | |
| 5/5/2026 | Sigma Planning Corp | 66,623 | $2.00M | 0.1% | -12.3% | 0.020% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 188,946 | $5.68M | 0.1% | -1.7% | 0.056% | |
| 5/4/2026 | Y.D. More Investments Ltd | 5,300 | $159K | 0.0% | +29.9% | 0.002% | |
| 5/2/2026 | Keener Financial Planning LLC | 6,760 | $203K | 0.1% | N/A | 0.002% | |
| 5/2/2026 | Diversify Wealth Management LLC | 45,345 | $1.36M | 0.0% | N/A | 0.014% | |
| 5/2/2026 | Valmark Advisers Inc. | 9,127,167 | $274.45M | 3.3% | +4.5% | 2.720% | |
| 5/1/2026 | Midwest Trust Co | 247,310 | $7.44M | 0.1% | +14.6% | 0.074% | |
| 5/1/2026 | Fifth Third Bancorp | 68,355 | $2.06M | 0.0% | +1,273.4% | 0.020% | |
| 5/1/2026 | SoundView Advisors Inc. | 936,129 | $28.15M | 10.0% | -8.2% | 0.280% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 124,671 | $3.75M | 0.8% | +59.3% | 0.037% | |
| 5/1/2026 | Cedar Mountain Advisors LLC | 631,291 | $18.98M | 3.7% | -1.1% | 0.189% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 615,348 | $18.50M | 0.3% | +40.3% | 0.184% | |
| 4/30/2026 | Hsbc Holdings PLC | 15,000 | $451K | 0.0% | -40.0% | 0.004% | |
| 4/30/2026 | Kestra Advisory Services LLC | 59,364 | $1.79M | 0.0% | -34.9% | 0.018% | |
| 4/30/2026 | Money Concepts Capital Corp | 255,287 | $7.68M | 0.4% | +3.2% | 0.076% | |
| 4/30/2026 | Beam Wealth Advisors Inc. | 15,025 | $452K | 0.1% | +12.6% | 0.004% | |
| 4/30/2026 | Staley Capital Advisers Inc. | 163,575 | $4.92M | 0.2% | +0.8% | 0.049% | |
| 4/29/2026 | Penobscot Investment Management Company Inc. | 52,010 | $1.56M | 0.1% | +1.0% | 0.016% | |
| 4/29/2026 | Rockwood Wealth Management LLC | 2,408,155 | $72.41M | 5.2% | +7.5% | 0.720% | |
| 4/29/2026 | Marino Stram & Associates LLC | 13,995 | $421K | 0.1% | +12.0% | 0.004% | |
| 4/29/2026 | Capstone Wealth Management Group LLC | 19,157 | $576K | 0.2% | +8.3% | 0.006% | |
| 4/29/2026 | Orin Green Financial LLC | 128,444 | $3.86M | 1.6% | -1.0% | 0.038% | |
| 4/29/2026 | Meitav Investment House Ltd. | 36,344 | $1.09M | 0.0% | +7.0% | 0.011% | |
| 4/28/2026 | DGS Capital Management LLC | 116,199 | $3.49M | 0.6% | +6.4% | 0.035% | |
| 4/28/2026 | Stephens Inc. AR | 108,432 | $3.26M | 0.0% | +8.2% | 0.032% | |
| 4/28/2026 | Hardy Reed LLC | 578,912 | $17.41M | 1.3% | +1.8% | 0.173% | |
| 4/28/2026 | Powerhouse Assets LLC | 84,672 | $2.55M | 2.2% | +7.8% | 0.025% | |
| 4/28/2026 | Revisor Wealth Management LLC | 215,571 | $6.48M | 1.8% | +33.4% | 0.065% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 38,089 | $1.15M | 0.1% | -8.7% | 0.011% | |
| 4/28/2026 | WBH Advisory Inc. | 19,688 | $590K | 0.0% | +87.8% | 0.006% | |
| 4/28/2026 | Wealthstar Advisors LLC | 17,870 | $537K | 0.3% | -3.4% | 0.005% | |
| 4/27/2026 | Mustard Seed Financial LLC | 17,548 | $528K | 0.3% | +3.3% | 0.005% | |
| 4/27/2026 | Arrien Investments Inc. | 303,552 | $9.13M | 4.9% | +55.7% | 0.091% | |
| 4/27/2026 | Portland Financial Advisors Inc | 52,632 | $1.58M | 3.3% | +1.3% | 0.016% | |
| 4/27/2026 | IRON Financial LLC | 120,154 | $3.61M | 1.6% | -1.1% | 0.036% | |
| 4/27/2026 | BIP Wealth LLC | 1,478,176 | $44.45M | 1.8% | +1.9% | 0.443% | |
| 4/27/2026 | World Investment Advisors | 20,302 | $610K | 0.0% | -8.4% | 0.006% | |
| 4/27/2026 | Flagstone Financial Management | 912,452 | $27.44M | 6.8% | +7.1% | 0.273% | |
| 4/27/2026 | Private Advisor Group LLC | 324,293 | $9.75M | 0.0% | -4.0% | 0.097% | |
| 4/27/2026 | Financial Plan Inc. | 142,373 | $4.28M | 0.5% | +1.4% | 0.043% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 252,425 | $7.59M | 0.2% | +2.6% | 0.076% | |
| 4/25/2026 | Stevens Capital Partners | 7,643 | $230K | 0.1% | N/A | 0.002% | |
| 4/24/2026 | Root Financial Partners LLC | 2,368 | $71K | 0.0% | +112.2% | 0.001% | |
| 4/24/2026 | James Investment Research Inc. | 53,871 | $1.62M | 0.2% | -3.6% | 0.016% | |
| 4/24/2026 | Wealth Care LLC | 24,416 | $734K | 0.7% | N/A | 0.007% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 491,406 | $14.78M | 1.8% | +8.5% | 0.147% | |
| 4/24/2026 | Eagle Wealth Advisors LLC | 99,455 | $2.99M | 2.8% | -26.5% | 0.030% | |
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| 4/24/2026 | Strategic Point Investment Advisors LLC | 1,195,219 | $35.94M | 5.2% | +5.9% | 0.357% | |
| 4/23/2026 | SJS Investment Consulting Inc. | 5,099 | $153K | 0.0% | +26.6% | 0.002% | |
| 4/23/2026 | Marmo Financial Group LLC | 161,212 | $4.85M | 2.4% | -1.3% | 0.048% | |
| 4/23/2026 | Drucker Wealth 3.0 LLC | 52,478 | $1.58M | 0.3% | +2.4% | 0.016% | |
| 4/23/2026 | Intrua Financial LLC | 24,126 | $725K | 0.1% | -16.0% | 0.007% | |
| 4/23/2026 | Private Wealth Group LLC | 51,753 | $1.56M | 0.7% | +3.2% | 0.015% | |
| 4/23/2026 | Apollon Wealth Management LLC | 84,336 | $2.54M | 0.0% | -23.1% | 0.025% | |
| 4/23/2026 | Orange Investment Advisors Inc. | 1,163,729 | $34.99M | 4.5% | +2.5% | 0.348% | |
| 4/22/2026 | Red Door Wealth Management LLC | 11,200 | $337K | 0.0% | N/A | 0.003% | |
| 4/22/2026 | Aspire Private Capital LLC | 30,646 | $922K | 0.2% | +4.7% | 0.009% | |