| 6/18/2026 | Western Wealth Management LLC | 21,132 | $1.12M | 0.0% | +9.7% | 0.049% | |
| 6/9/2026 | Robinswood Financial LLC | 1,819 | $96K | 0.1% | N/A | 0.004% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 2,032 | $103K | 0.0% | -8.5% | 0.005% | |
| 5/19/2026 | Western Wealth Management LLC | 21,132 | $1.12M | 0.0% | +9.7% | 0.049% | |
| 5/19/2026 | NewEdge Advisors LLC | 4,003 | $212K | 0.0% | -53.7% | 0.009% | |
| 5/19/2026 | Bank of America Corp DE | 1,011,233 | $53.63M | 0.0% | +6.5% | 2.321% | |
| 5/18/2026 | Constant Guidance Financial LLC | 12,835 | $681K | 0.5% | N/A | 0.029% | |
| 5/18/2026 | Royal Bank of Canada | 266,749 | $14.15M | 0.0% | +21.8% | 0.612% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 17,599 | $933K | 0.1% | -10.6% | 0.040% | |
| 5/14/2026 | Sei Investments Co. | 123,132 | $6.53M | 0.0% | +1.0% | 0.283% | |
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| 5/13/2026 | Cetera Investment Advisers | 19,156 | $1.02M | 0.0% | -10.2% | 0.044% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 24,810 | $1.32M | 0.0% | -2.6% | 0.057% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 512,610 | $27.18M | 0.0% | -1.8% | 1.177% | |
| 5/7/2026 | AlTi Global Inc. | 17,992 | $954K | 0.0% | -26.6% | 0.041% | |
| 5/6/2026 | Modera Wealth Management LLC | 46,400 | $2.46M | 0.0% | -1.0% | 0.107% | |
| 5/6/2026 | Gould Asset Management LLC CA | 182,436 | $9.68M | 1.7% | +1.7% | 0.419% | |
| 5/6/2026 | Windmill Hill Asset Management Ltd | 4,032,340 | $213.84M | 66.7% | -36.4% | 9.257% | |
| 5/5/2026 | Wealthfront Advisers LLC | 26,570 | $1.41M | 0.0% | +3.7% | 0.061% | |
| 5/5/2026 | Bank of New York Mellon Corp | 1,296,886 | $68.77M | 0.0% | -0.4% | 2.977% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 61,469 | $3.26M | 0.8% | +1.1% | 0.141% | |
| 5/5/2026 | IMC Chicago LLC | 33,023 | $1.75M | 0.0% | N/A | 0.076% | |
| 5/5/2026 | Sigma Planning Corp | 4,146 | $220K | 0.0% | -50.9% | 0.010% | |
| 5/1/2026 | Fifth Third Bancorp | 5,929 | $314K | 0.0% | N/A | 0.014% | |
| 4/30/2026 | Kestra Advisory Services LLC | 22,484 | $1.19M | 0.0% | +7.3% | 0.051% | |
| 4/29/2026 | Marino Stram & Associates LLC | 32,575 | $1.73M | 0.3% | -15.0% | 0.074% | |
| 4/29/2026 | Horst & Graben Wealth Management LLC | 7,275 | $426K | 0.1% | -3.1% | 0.017% | |
| 4/27/2026 | PFG Investments LLC | 24,517 | $1.30M | 0.1% | -1.3% | 0.056% | |
| 4/27/2026 | Private Advisor Group LLC | 6,980 | $370K | 0.0% | +27.5% | 0.016% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 49,590 | $2.63M | 0.1% | N/A | 0.112% | |
| 4/24/2026 | Essex Financial Services Inc. | 21,475 | $1.14M | 0.1% | -9.1% | 0.049% | |
| 4/24/2026 | First Pacific Financial | 3,053 | $162K | 0.0% | -44.4% | 0.007% | |
| 4/23/2026 | Spinnaker Trust | 432,061 | $22.91M | 1.3% | +1.0% | 0.979% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 1,982 | $105K | 0.0% | +68.4% | 0.004% | |
| 4/22/2026 | Seneca Financial Advisors LLC | 4,415 | $234K | 0.1% | N/A | 0.010% | |
| 4/22/2026 | Matrix Asset Advisors Inc. NY | 12,504 | $663K | 0.1% | -4.0% | 0.028% | |
| 4/20/2026 | Boyd Wealth Management LLC | 32,717 | $1.74M | 0.7% | -9.5% | 0.074% | |
| 4/18/2026 | Stonehearth Capital Management LLC | 68,884 | $3.65M | 1.4% | -3.4% | 0.156% | |
| 4/17/2026 | Bell Investment Advisors Inc | 19,530 | $1.04M | 0.2% | -1.1% | 0.044% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 161,929 | $9.10M | 0.0% | +2.8% | 0.385% | |
| 3/9/2026 | Corient Private Wealth LLC | 8,965 | $504K | 0.0% | -65.4% | 0.021% | |
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| 3/2/2026 | Sankala Group LLC | 7,036 | $395K | 0.3% | N/A | 0.017% | |
| 2/23/2026 | Monetary Solutions Ltd | 2,819 | $158K | 0.2% | N/A | 0.007% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 50,913 | $2.86M | 0.0% | +9.3% | 0.121% | |
| 2/19/2026 | Corient Private Wealth LLC | 8,965 | $504K | 0.0% | -65.4% | 0.021% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 7,637 | $429K | 0.0% | -10.0% | 0.018% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 393,370 | $22.10M | 0.2% | N/A | 0.936% | |
| 2/18/2026 | EP Wealth Advisors LLC | 16,401 | $922K | 0.0% | N/A | 0.039% | |
| 2/18/2026 | NewEdge Advisors LLC | 8,637 | $485K | 0.0% | +81.4% | 0.021% | |
| 2/18/2026 | Empowered Funds LLC | 3,393 | $191K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | First Manhattan CO. LLC. | 8,409 | $473K | 0.0% | N/A | 0.020% | |
| 2/17/2026 | AQR Capital Management LLC | 28,572 | $1.61M | 0.0% | +120.3% | 0.068% | |
| 2/17/2026 | Cetera Investment Advisers | 21,325 | $1.20M | 0.0% | +3.6% | 0.051% | |
| 2/17/2026 | Osaic Holdings Inc. | 46,101 | $2.59M | 0.0% | +45.4% | 0.110% | |
| 2/17/2026 | Captrust Financial Advisors | 8,555 | $481K | 0.0% | N/A | 0.020% | |
| 2/17/2026 | &PARTNERS | 6,651 | $374K | 0.0% | N/A | 0.016% | |
| 2/17/2026 | Royal Bank of Canada | 219,012 | $12.31M | 0.0% | +2.0% | 0.521% | |
| 2/17/2026 | Gould Asset Management LLC CA | 179,381 | $10.08M | 1.8% | -2.0% | 0.427% | |
| 2/16/2026 | MML Investors Services LLC | 26,794 | $1.51M | 0.0% | -0.8% | 0.064% | |
| 2/16/2026 | Mariner LLC | 231,043 | $12.98M | 0.0% | +162.1% | 0.550% | |
| 2/13/2026 | Kestra Advisory Services LLC | 20,952 | $1.18M | 0.0% | +67.9% | 0.050% | |
| 2/13/2026 | Fortis Capital Management LLC | 31,651 | $1.78M | 0.2% | -0.7% | 0.075% | |
| 2/13/2026 | AlTi Global Inc. | 24,496 | $1.38M | 0.0% | -1.6% | 0.058% | |
| 2/13/2026 | Stifel Financial Corp | 12,945 | $727K | 0.0% | +2.7% | 0.031% | |
| 2/13/2026 | Golden State Wealth Management LLC | 8,619 | $484K | 0.1% | +11.4% | 0.021% | |
| 2/13/2026 | Wells Fargo & Company MN | 75,894 | $4.27M | 0.0% | -4.8% | 0.181% | |
| 2/13/2026 | Allianz SE | 298,008 | $16.75M | 0.2% | +5.7% | 0.709% | |
| 2/12/2026 | Rossby Financial LCC | 4,657 | $262K | 0.1% | +16.6% | 0.011% | |
| 2/12/2026 | Foster Dykema Cabot & Partners LLC | 100,831 | $5.67M | 0.3% | -0.7% | 0.240% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 175,656 | $9.87M | 0.0% | +22.3% | 0.418% | |
| 2/12/2026 | Bradley Foster & Sargent Inc. CT | 21,564 | $1.21M | 0.0% | +12.8% | 0.051% | |
| 2/12/2026 | Betterment LLC | 1,940,078 | $109.01M | 0.2% | +0.3% | 4.616% | |
| 2/12/2026 | Moneta Group Investment Advisors LLC | 13,585 | $763K | 0.0% | +1.6% | 0.032% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 7,390 | $415K | 0.0% | -8.7% | 0.018% | |
| 2/12/2026 | Xponance LLC | 112,864 | $6.34M | 0.0% | -18.6% | 0.269% | |
| 2/11/2026 | Empowered Funds LLC | 3,393 | $191K | 0.0% | N/A | 0.008% | |
| 2/11/2026 | Cerity Partners LLC | 153,828 | $8.64M | 0.0% | +5.5% | 0.366% | |
| 2/11/2026 | LPL Financial LLC | 481,995 | $27.08M | 0.0% | +9.4% | 1.147% | |
| 2/11/2026 | Milestone Investment Advisors LLC | 60,814 | $3.42M | 0.8% | -4.9% | 0.145% | |
| 2/10/2026 | Lido Advisors LLC | 3,905 | $218K | 0.0% | N/A | 0.009% | |
| 2/10/2026 | Johnson Financial Group LLC | 18,311 | $1.03M | 0.1% | +349.1% | 0.044% | |
| 2/10/2026 | Bank of New York Mellon Corp | 1,302,237 | $73.17M | 0.0% | -8.8% | 3.098% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 29,160 | $1.64M | 0.0% | -39.9% | 0.069% | |
| 2/10/2026 | Spinnaker Trust | 427,850 | $24.04M | 1.3% | +0.9% | 1.018% | |
| 2/10/2026 | One Capital Management LLC | 7,959 | $447K | 0.0% | +13.5% | 0.019% | |
| 2/10/2026 | Clear Harbor Asset Management LLC | 27,825 | $1.56M | 0.1% | +0.7% | 0.066% | |
| 2/10/2026 | Operose Advisors LLC | 21,557 | $1.21M | 0.3% | +40.4% | 0.051% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 3,685 | $207K | 0.0% | -7.3% | 0.009% | |
| 2/9/2026 | Flputnam Investment Management Co. | 75,694 | $4.25M | 0.1% | +0.8% | 0.180% | |
| 2/9/2026 | Harbour Investments Inc. | 84,277 | $4.74M | 0.1% | +4.9% | 0.201% | |
| 2/9/2026 | Choate Investment Advisors | 2,381,460 | $133.81M | 2.6% | -2.5% | 5.666% | |
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| 2/9/2026 | William Mack & Associates Inc. | 10,634 | $598K | 0.3% | +12.8% | 0.025% | |
| 2/9/2026 | Tiff Advisory Services LLC | 86,503 | $4.86M | 0.8% | -74.5% | 0.206% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 50,913 | $2.86M | 0.0% | +9.3% | 0.121% | |
| 2/6/2026 | Addison Advisors LLC | 1,510 | $85K | 0.0% | -40.0% | 0.004% | |
| 2/6/2026 | Global Retirement Partners LLC | 7,240 | $407K | 0.0% | -2.5% | 0.017% | |
| 2/6/2026 | Windmill Hill Asset Management Ltd | 6,341,875 | $356.35M | 83.5% | +6.9% | 15.089% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 522,214 | $29.34M | 0.0% | +2.8% | 1.242% | |
| 2/6/2026 | HighTower Advisors LLC | 48,557 | $2.73M | 0.0% | +5.6% | 0.116% | |
| 2/5/2026 | AlphaCore Capital LLC | 3,064 | $172K | 0.0% | N/A | 0.007% | |
| 2/5/2026 | Allworth Financial LP | 2,201 | $124K | 0.0% | +32.8% | 0.005% | |