| 7/2/2026 | Gladwyn Financial Advisors Inc. | 35,730 | $13.07M | 8.2% | -1.3% | 0.053% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 29,317 | $10.72M | 0.3% | -5.5% | 0.044% | |
| 7/2/2026 | Hilltop National Bank | 12,956 | $4.74M | 1.0% | +1.8% | 0.019% | |
| 7/1/2026 | Trust Co of the South | 32,358 | $11.83M | 1.7% | +14.4% | 0.048% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 102 | $31K | 0.0% | N/A | 0.000% | |
| 6/22/2026 | Sapient Capital LLC | 8,093 | $2.45M | 0.0% | +1.3% | 0.012% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 1,952 | $589K | 0.3% | N/A | 0.003% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 1,500 | $453K | 0.2% | N/A | 0.002% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 9,216 | $2.79M | 0.2% | +1.1% | 0.014% | |
| 6/3/2026 | Parallel Advisors LLC | 7,353 | $2.22M | 0.0% | +6.5% | 0.011% | |
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| 6/3/2026 | NewEdge Advisors LLC | 101,898 | $30.80M | 0.1% | -7.1% | 0.153% | |
| 6/1/2026 | Dala Group LLC | 2,325 | $703K | 0.6% | N/A | 0.003% | |
| 5/27/2026 | Tenret Co LLC | 17,038 | $5.15M | 2.5% | +5.3% | 0.026% | |
| 5/26/2026 | Serenity Investment Advisors | 19,963 | $6.03M | 2.3% | +6.1% | 0.030% | |
| 5/26/2026 | Glenmede Trust Co. NA | 47,031 | $14.22M | 0.1% | +24.3% | 0.070% | |
| 5/22/2026 | Wellington Grp LLC | 27,683 | $8.37M | 2.6% | +2.5% | 0.041% | |
| 5/22/2026 | Verus Capital Partners LLC | 1,387 | $419K | 0.0% | N/A | 0.002% | |
| 5/21/2026 | Vestor Capital LLC | 165 | $50K | 0.0% | -45.7% | 0.000% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 1,591 | $486K | 0.1% | +7.6% | 0.002% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 9,041 | $2.73M | 0.3% | -4.3% | 0.014% | |
| 5/19/2026 | Western Wealth Management LLC | 10,372 | $3.14M | 0.1% | -2.9% | 0.016% | |
| 5/19/2026 | Sonoma Allocations LLC | 5,545 | $1.71M | 0.6% | -22.7% | 0.008% | |
| 5/19/2026 | Royal Fund Management LLC | 3,590 | $1.09M | 0.1% | -3.0% | 0.005% | |
| 5/19/2026 | NewEdge Advisors LLC | 23,699 | $7.16M | 0.1% | -78.4% | 0.035% | |
| 5/19/2026 | Bank of America Corp DE | 8,438,257 | $2.55B | 0.2% | -17.7% | 12.636% | |
| 5/19/2026 | Genesis Financial Group LLC | 5,376 | $1.63M | 1.0% | +3.1% | 0.008% | |
| 5/19/2026 | Alexander Labrunerie & CO. Inc. | 726 | $219K | 0.1% | -29.7% | 0.001% | |
| 5/19/2026 | Vestwell Advisors LLC | 7,551 | $2.28M | 0.6% | +6.2% | 0.011% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 1,957 | $656K | 0.3% | -8.8% | 0.003% | |
| 5/19/2026 | Strategic Investment Advisors MI | 37,328 | $11.29M | 0.8% | +34.2% | 0.056% | |
| 5/19/2026 | Arkadios Wealth Advisors | 2,554 | $772K | 0.0% | +3.0% | 0.004% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 762 | $230K | 0.0% | -21.7% | 0.001% | |
| 5/18/2026 | Talon Private Wealth LLC | 11,109 | $3.36M | 0.4% | N/A | 0.017% | |
| 5/18/2026 | Royal Bank of Canada | 293,554 | $88.73M | 0.0% | -1.4% | 0.440% | |
| 5/16/2026 | KCM Investment Advisors LLC | 725 | $219K | 0.0% | N/A | 0.001% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 950 | $287K | 0.1% | +23.4% | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 24,385 | $7.37M | 0.0% | +27.5% | 0.037% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 8,440 | $2.55M | 0.1% | N/A | 0.013% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 14,297 | $4.32M | 0.1% | -0.3% | 0.021% | |
| 5/15/2026 | Vawter Financial Ltd. | 50,935 | $15.40M | 6.5% | -3.9% | 0.076% | |
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| 5/15/2026 | Marquette Associates Inc. | 1,676 | $507K | 0.6% | N/A | 0.003% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 146 | $44K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Waverly Advisors LLC | 28,015 | $8.47M | 0.1% | -3.9% | 0.042% | |
| 5/15/2026 | Asset Management Group Inc. | 58,988 | $17.83M | 2.9% | -0.6% | 0.088% | |
| 5/15/2026 | Wealth Alliance LLC | 4,792 | $1.45M | 0.1% | -12.5% | 0.007% | |
| 5/15/2026 | St. Louis Trust Co | 3,648 | $1.10M | 0.1% | -10.1% | 0.005% | |
| 5/14/2026 | Renaissance Technologies LLC | 1,680 | $508K | 0.0% | -78.4% | 0.003% | |
| 5/14/2026 | Bollard Group LLC | 112 | $34K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Pennington Partners & CO. LLC | 1,667 | $504K | 0.2% | +92.9% | 0.002% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 6,476 | $1.96M | 0.1% | +4.4% | 0.010% | |
| 5/14/2026 | Compound Planning Inc. | 37,888 | $11.45M | 0.4% | +11.2% | 0.057% | |
| 5/14/2026 | Klingman & Associates LLC | 4,479 | $1.35M | 0.1% | -3.5% | 0.007% | |
| 5/14/2026 | American Financial Advisors LLC | 117,712 | $35.58M | 4.7% | -2.7% | 0.176% | |
| 5/14/2026 | Sei Investments Co. | 984,721 | $297.63M | 0.3% | +1.6% | 1.475% | |
| 5/14/2026 | MWA Asset Management | 1,622 | $490K | 0.3% | +4.8% | 0.002% | |
| 5/14/2026 | Lido Advisors LLC | 5,626 | $1.70M | 0.0% | +20.4% | 0.008% | |
| 5/13/2026 | Cetera Investment Advisers | 476,911 | $144.15M | 0.2% | -1.3% | 0.714% | |
| 5/13/2026 | Wealthspire Retirement LLC | 21,769 | $6.58M | 0.4% | +14.6% | 0.033% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 1,427 | $431K | 0.0% | -2.7% | 0.002% | |
| 5/13/2026 | NewEdge Wealth LLC | 3,086 | $933K | 0.0% | -6.4% | 0.005% | |
| 5/13/2026 | Goepper Burkhardt LLC | 2,222 | $672K | 0.2% | -14.1% | 0.003% | |
| 5/13/2026 | First Trust Advisors LP | 2,558 | $773K | 0.0% | -5.6% | 0.004% | |
| 5/12/2026 | Phillip James Consulting Co. | 7,279 | $2.20M | 1.6% | N/A | 0.011% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 697,629 | $210.86M | 0.1% | +0.5% | 1.045% | |
| 5/8/2026 | Burling Wealth Partners LLC | 670 | $203K | 0.0% | N/A | 0.001% | |
| 5/8/2026 | Atlantic Family Wealth LLC | 4,621 | $1.40M | 1.0% | +7.3% | 0.007% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 6,755 | $2.04M | 0.5% | -1.1% | 0.010% | |
| 5/8/2026 | JMG Financial Group Ltd. | 758 | $229K | 0.0% | -18.9% | 0.001% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 1,277 | $386K | 0.0% | -3.1% | 0.002% | |
| 5/8/2026 | MWA Asset Management | 1,622 | $490K | 0.3% | +4.8% | 0.002% | |
| 5/8/2026 | Johnson Financial Group Inc. | 89 | $27K | 0.0% | -63.2% | 0.000% | |
| 5/7/2026 | Florida Financial Advisors LLC | 1,011 | $306K | 0.1% | -28.3% | 0.002% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 1,250 | $378K | 0.0% | -3.1% | 0.002% | |
| 5/7/2026 | Carl P. Sherr & Co. LLC | 2,740 | $828K | 0.4% | -1.1% | 0.004% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 719 | $217K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Wells Financial Advisors INC | 198 | $60K | 0.3% | -72.9% | 0.000% | |
| 5/7/2026 | Parallel Advisors LLC | 7,353 | $2.22M | 0.0% | +6.5% | 0.011% | |
| 5/7/2026 | Decker Wealth Management LLC | 2,539 | $767K | 0.2% | N/A | 0.004% | |
| 5/7/2026 | True North Advisors LLC | 2,949 | $891K | 0.1% | -22.6% | 0.004% | |
| 5/7/2026 | World Equity Group Inc. | 2,221 | $671K | 0.2% | -5.6% | 0.003% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 5,135 | $1.55M | 0.1% | -10.0% | 0.008% | |
| 5/7/2026 | Paces Ferry Wealth Advisors LLC | 10,782 | $3.26M | 1.4% | +0.8% | 0.016% | |
| 5/6/2026 | Sterling Financial Planning Inc. | 8,499 | $2.57M | 0.8% | +2.9% | 0.013% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 1,450 | $438K | 0.1% | N/A | 0.002% | |
| 5/6/2026 | Clifford Swan Investment Counsel LLC | 910 | $275K | 0.0% | +11.7% | 0.001% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 32,109 | $9.71M | 0.1% | -5.3% | 0.048% | |
| 5/6/2026 | Simon Quick Advisors LLC | 5,366 | $1.62M | 0.1% | -1.3% | 0.008% | |
| 5/6/2026 | Aire Advisors LLC | 11,096 | $3.35M | 0.6% | +2.2% | 0.017% | |
| 5/6/2026 | Modera Wealth Management LLC | 42,528 | $12.85M | 0.2% | -16.8% | 0.064% | |
| 5/6/2026 | Townsend Asset Management Corp NC ADV | 6,440 | $1.95M | 0.7% | +1.7% | 0.010% | |
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| 5/6/2026 | Advisortrust Partners LLC | 95 | $29K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Assetmark Inc. | 1,609,318 | $486.42M | 1.0% | +2.8% | 2.410% | |
| 5/6/2026 | Angeles Wealth Management LLC | 2,008 | $607K | 0.0% | +8.5% | 0.003% | |
| 5/6/2026 | Bessemer Group Inc. | 7,314 | $2.21M | 0.0% | -1.5% | 0.011% | |
| 5/6/2026 | SteelPeak Wealth LLC | 1,319 | $399K | 0.0% | +4.6% | 0.002% | |
| 5/6/2026 | One Day In July LLC | 129,093 | $39.02M | 3.1% | +3.7% | 0.193% | |
| 5/6/2026 | Thayer Partners LLC MA | 1,488 | $450K | 0.2% | +3.1% | 0.002% | |
| 5/6/2026 | Independent Financial Group LLC | 26,471 | $8.00M | 0.2% | N/A | 0.040% | |
| 5/6/2026 | Dahring Cusmano LLC | 2,860 | $865K | 0.5% | +9.7% | 0.004% | |
| 5/5/2026 | Ferguson Johnson Wealth Management Inc | 4,584 | $1.39M | 1.1% | +2.4% | 0.007% | |