| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 8,664 | $922K | 0.0% | +1.3% | 0.008% | |
| 7/2/2026 | CX Institutional | 120,284 | $12.81M | 0.4% | +4,425.4% | 0.113% | |
| 6/23/2026 | Ballast Advisors LLC | 2,949 | $314K | 0.1% | -4.7% | 0.003% | |
| 6/3/2026 | Parallel Advisors LLC | 12,905 | $1.37M | 0.0% | -8.0% | 0.012% | |
| 5/19/2026 | Arkadios Wealth Advisors | 8,228 | $876K | 0.0% | +236.9% | 0.008% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 23,364 | $2.49M | 0.1% | +36.4% | 0.022% | |
| 5/13/2026 | Godshalk Welsh Capital Management Inc. | 13,050 | $1.39M | 0.8% | -6.5% | 0.012% | |
| 5/8/2026 | HORAN Wealth LLC | 5,062 | $540K | 0.1% | +100.0% | 0.005% | |
| 5/7/2026 | Parallel Advisors LLC | 12,905 | $1.37M | 0.0% | -8.0% | 0.012% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 6,419 | $684K | 0.1% | -11.9% | 0.006% | |
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| 5/7/2026 | Vision Retirement LLC | 762 | $81K | 0.0% | -56.5% | 0.001% | |
| 5/6/2026 | Zhang Financial LLC | 72,582 | $7.73M | 0.3% | -2.2% | 0.069% | |
| 5/6/2026 | Gould Asset Management LLC CA | 9,770 | $1.04M | 0.2% | +8.5% | 0.009% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 4,643 | $494K | 0.0% | -13.8% | 0.004% | |
| 5/5/2026 | Bank of New York Mellon Corp | 4,932,802 | $525.34M | 0.1% | -4.2% | 4.720% | |
| 5/5/2026 | Ethos Financial Group LLC | 12,437 | $1.32M | 0.1% | +38.3% | 0.012% | |
| 5/4/2026 | Sfam LLC | 16,585 | $1.77M | 1.6% | +2.4% | 0.016% | |
| 4/30/2026 | Isthmus Partners LLC | 3,472 | $370K | 0.0% | N/A | 0.003% | |
| 4/29/2026 | O Domhnaill Enterprises Inc. | 40,132 | $4.27M | 3.4% | +425.8% | 0.039% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 2,388 | $254K | 0.0% | -31.5% | 0.002% | |
| 4/28/2026 | Whittier Trust Co. | 6,088 | $647K | 0.0% | +61.7% | 0.006% | |
| 4/28/2026 | DGS Capital Management LLC | 330,165 | $35.16M | 5.8% | -2.1% | 0.317% | |
| 4/28/2026 | Ascentis Independent Advisors | 10,038 | $1.07M | 0.1% | N/A | 0.010% | |
| 4/25/2026 | Eagle Bay Advisors LLC | 4,180 | $445K | 0.4% | +91.7% | 0.004% | |
| 4/24/2026 | Root Financial Partners LLC | 35,327 | $3.76M | 0.2% | +18.8% | 0.034% | |
| 4/23/2026 | North Star Investment Management Corp. | 32,088 | $3.42M | 0.2% | +30.3% | 0.031% | |
| 4/22/2026 | Hurlow Wealth Management Group Inc. | 3,217 | $343K | 0.1% | +18.2% | 0.003% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 122,001 | $12.99M | 0.0% | +10.2% | 0.118% | |
| 4/21/2026 | OLD Second National Bank of Aurora | 10,476 | $1.12M | 0.2% | N/A | 0.010% | |
| 4/21/2026 | Waterway Wealth Management LLC | 100,733 | $10.73M | 2.0% | +2.8% | 0.098% | |
| 4/21/2026 | Morton Brown Family Wealth LLC | 55,101 | $5.87M | 1.6% | +2.4% | 0.053% | |
| 4/21/2026 | Foster & Motley Inc. | 3,648 | $389K | 0.0% | -13.1% | 0.004% | |
| 4/16/2026 | First Community Trust NA | 2,240 | $239K | 0.2% | -92.7% | 0.002% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 7,399 | $788K | 0.0% | +9.7% | 0.007% | |
| 3/17/2026 | John A. Wolfe & Associates Inc. | 486,884 | $51.95M | 21.9% | N/A | 0.485% | |
| 2/24/2026 | DGS Capital Management LLC | 337,218 | $35.98M | 6.2% | +8.0% | 0.336% | |
| 2/23/2026 | Monetary Solutions Ltd | 510 | $54K | 0.1% | N/A | 0.001% | |
| 2/18/2026 | NewEdge Advisors LLC | 82,048 | $8.76M | 0.0% | +10.5% | 0.082% | |
| 2/17/2026 | O Domhnaill Enterprises Inc. | 7,632 | $814K | 0.8% | N/A | 0.008% | |
| 2/17/2026 | Advisory Services Network LLC | 23,580 | $2.52M | 0.0% | +26.1% | 0.023% | |
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| 2/17/2026 | Captrust Financial Advisors | 1,252,435 | $133.64M | 0.3% | +2.3% | 1.247% | |
| 2/17/2026 | Waterway Wealth Management LLC | 97,972 | $10.45M | 1.9% | -9.4% | 0.098% | |
| 2/17/2026 | Gould Asset Management LLC CA | 9,005 | $961K | 0.2% | +37.2% | 0.009% | |
| 2/16/2026 | Cornerstone Financial Management LLC | 1,483 | $158K | 0.1% | N/A | 0.001% | |
| 2/13/2026 | C M Bidwell & Associates Ltd. | 9,262 | $988K | 0.5% | +2.2% | 0.009% | |
| 2/13/2026 | Arkadios Wealth Advisors | 2,442 | $261K | 0.0% | -5.0% | 0.002% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 32,959 | $3.52M | 0.0% | -59.3% | 0.033% | |
| 2/12/2026 | Rossby Financial LCC | 365 | $39K | 0.0% | -69.0% | 0.000% | |
| 2/12/2026 | Cloud Capital Management LLC | 4,628 | $492K | 0.2% | N/A | 0.005% | |
| 2/12/2026 | Godshalk Welsh Capital Management Inc. | 13,950 | $1.49M | 0.9% | +2.4% | 0.014% | |
| 2/12/2026 | Sfam LLC | 16,189 | $1.73M | 1.6% | N/A | 0.016% | |
| 2/12/2026 | Zevin Asset Management LLC | 6,541 | $698K | 0.1% | N/A | 0.007% | |
| 2/12/2026 | Brown Brothers Harriman & Co. | 234 | $25K | 0.0% | N/A | 0.000% | |
| 2/11/2026 | Jessup Wealth Management Inc | 1,884 | $201K | 0.1% | -54.4% | 0.002% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 110,682 | $11.81M | 0.0% | +21.0% | 0.110% | |
| 2/11/2026 | North Dallas Bank & Trust Co. | 34,761 | $3.71M | 2.4% | N/A | 0.035% | |
| 2/11/2026 | TIAA Trust National Association | 1,287,347 | $137.36M | 0.3% | -9.9% | 1.282% | |
| 2/11/2026 | JPMorgan Chase & Co. | 640,659 | $68.36M | 0.0% | +0.9% | 0.638% | |
| 2/11/2026 | Parallel Advisors LLC | 14,020 | $1.50M | 0.0% | +19.7% | 0.014% | |
| 2/10/2026 | Private Wealth Asset Management LLC | 2,806 | $299K | 0.0% | -14.9% | 0.003% | |
| 2/10/2026 | Bank of New York Mellon Corp | 5,146,635 | $549.15M | 0.1% | -3.1% | 5.126% | |
| 2/10/2026 | Root Financial Partners LLC | 29,743 | $3.17M | 0.2% | +29.8% | 0.030% | |
| 2/10/2026 | One Capital Management LLC | 168,082 | $17.93M | 0.5% | +5.9% | 0.167% | |
| 2/10/2026 | Ellevest Inc. | 159,210 | $16.99M | 2.3% | +7.0% | 0.159% | |
| 2/10/2026 | Zhang Financial LLC | 74,231 | $7.92M | 0.3% | +3.5% | 0.074% | |
| 2/10/2026 | Rothschild Investment LLC | 405 | $43K | 0.0% | +13,400.0% | 0.000% | |
| 2/9/2026 | Steel Grove Capital Advisors LLC | 4,000 | $427K | 0.0% | +13.0% | 0.004% | |
| 2/9/2026 | Diversified Portfolios Inc. | 46,929 | $5.01M | 0.4% | -22.5% | 0.047% | |
| 2/9/2026 | Allstate Corp | 1,547,744 | $165.14M | 2.3% | +3,158.4% | 1.542% | |
| 2/9/2026 | Fisher Asset Management LLC | 44,557 | $4.75M | 0.0% | -6.6% | 0.044% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 17,132 | $1.83M | 0.1% | +12.6% | 0.017% | |
| 2/6/2026 | Burling Wealth Partners LLC | 2,710 | $289K | 0.0% | N/A | 0.003% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 4,472 | $477K | 0.0% | +31.2% | 0.004% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 7,606 | $812K | 0.1% | -23.2% | 0.008% | |
| 2/6/2026 | Synergy Investment Management LLC | 5,332 | $569K | 0.2% | +3.0% | 0.005% | |
| 2/5/2026 | TD Private Client Wealth LLC | 132,212 | $14.11M | 0.3% | +26.8% | 0.132% | |
| 2/5/2026 | Evensky & Katz LLC | 19,465 | $2.08M | 0.1% | +10.9% | 0.019% | |
| 2/5/2026 | RiverFront Investment Group LLC | 10,111 | $1.08M | 0.0% | +9.1% | 0.010% | |
| 2/5/2026 | Compass Financial Group Inc. | 7,336 | $783K | 0.3% | +5.9% | 0.007% | |
| 2/5/2026 | 1620 Investment Advisors Inc. | 16,843 | $1.80M | 1.2% | -2.0% | 0.017% | |
| 2/5/2026 | Western Wealth Management LLC | 3,098 | $331K | 0.0% | +52.2% | 0.003% | |
| 2/4/2026 | Hirtle Callaghan & Co LLC | 20,547 | $2.19M | 0.1% | +20.2% | 0.021% | |
| 2/4/2026 | Tsfg LLC | 4,217 | $450K | 0.1% | +28.3% | 0.004% | |
| 2/4/2026 | Mascoma Wealth Management LLC | 309 | $33K | 0.0% | -31.3% | 0.000% | |
| 2/4/2026 | Dynamic Wealth Strategies LLC | 10,341 | $1.10M | 0.7% | -7.8% | 0.010% | |
| 2/3/2026 | Crestwood Advisors Group LLC | 508,002 | $54.20M | 0.9% | +9.9% | 0.507% | |
| 1/30/2026 | North Star Investment Management Corp. | 24,630 | $2.63M | 0.2% | +994.7% | 0.025% | |
| 1/30/2026 | Strategic Blueprint LLC | 12,646 | $1.35M | 0.1% | -2.4% | 0.013% | |
| 1/30/2026 | Opus Capital Group LLC | 62,805 | $6.70M | 0.7% | -5.9% | 0.063% | |
| 1/30/2026 | Rogco LP | 26,427 | $2.82M | 0.9% | +18.7% | 0.026% | |
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| 1/29/2026 | ST Germain D J Co. Inc. | 9,741 | $1.04M | 0.0% | +10.5% | 0.010% | |
| 1/29/2026 | Quent Capital LLC | 94,282 | $10.06M | 0.7% | +16.7% | 0.095% | |
| 1/29/2026 | NBC Securities Inc. | 2,440 | $260K | 0.0% | -18.4% | 0.002% | |
| 1/28/2026 | Field & Main Bank | 651 | $69K | 0.0% | +18.4% | 0.001% | |
| 1/28/2026 | Quent Long Short Global Small Cap Fund LP | 94,282 | $10.06M | 0.8% | N/A | 0.094% | |
| 1/28/2026 | Confluence Wealth Services Inc. | 24,242 | $2.59M | 0.1% | +2.5% | 0.024% | |
| 1/28/2026 | Morton Brown Family Wealth LLC | 53,804 | $5.74M | 1.6% | -6.8% | 0.054% | |
| 1/28/2026 | Salomon & Ludwin LLC | 663,262 | $70.85M | 6.3% | +4.3% | 0.665% | |
| 1/27/2026 | Meritage Portfolio Management | 30,465 | $3.25M | 0.2% | -6.6% | 0.031% | |
| 1/27/2026 | First Horizon Corp | 3,124 | $333K | 0.0% | +41.9% | 0.003% | |