| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 40,007 | $11.96M | 0.3% | -0.3% | 0.068% | |
| 7/2/2026 | Versant Capital Management Inc | 82 | $25K | 0.0% | +241.7% | 0.000% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 52,193 | $15.61M | 2.7% | +0.6% | 0.088% | |
| 7/2/2026 | Collective Family Office LLC | 1,271 | $380K | 0.1% | -2.5% | 0.002% | |
| 7/2/2026 | KERR FINANCIAL PLANNING Corp | 91 | $27K | 0.0% | -80.8% | 0.000% | |
| 7/2/2026 | CX Institutional | 4,270 | $1.28M | 0.0% | -6.5% | 0.007% | |
| 6/18/2026 | Western Wealth Management LLC | 2,458 | $670K | 0.0% | +52.9% | 0.004% | |
| 6/12/2026 | S&A Financial Services Inc. | 7,745 | $2.11M | 1.4% | N/A | 0.013% | |
| 6/9/2026 | Rathbones Group PLC | 5,694 | $1.55M | 0.0% | +34.0% | 0.010% | |
| 6/9/2026 | Robinswood Financial LLC | 232 | $63K | 0.1% | N/A | 0.000% | |
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| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 1,906 | $519K | 0.0% | +3.0% | 0.003% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 1,588 | $432K | 0.3% | -56.0% | 0.003% | |
| 6/3/2026 | Parallel Advisors LLC | 6,422 | $1.75M | 0.0% | -16.1% | 0.011% | |
| 6/3/2026 | NewEdge Advisors LLC | 17,067 | $4.65M | 0.0% | +0.9% | 0.029% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 4,136 | $1.13M | 0.2% | N/A | 0.007% | |
| 5/28/2026 | Maripau Wealth Management LLC | 1,951 | $531K | 0.2% | -2.5% | 0.003% | |
| 5/26/2026 | Glenmede Trust Co. NA | 7,026 | $1.91M | 0.0% | +4.9% | 0.012% | |
| 5/22/2026 | WNY Asset Management LLC | 5,066 | $1.38M | 0.1% | N/A | 0.009% | |
| 5/22/2026 | Verus Capital Partners LLC | 826 | $225K | 0.0% | -40.3% | 0.001% | |
| 5/21/2026 | Raab & Moskowitz Asset Management LLC | 10,655 | $2.90M | 0.6% | -1.7% | 0.018% | |
| 5/21/2026 | Vestor Capital LLC | 395 | $108K | 0.0% | -24.0% | 0.001% | |
| 5/20/2026 | TrueWealth Financial Partners | 36,638 | $9.98M | 4.0% | N/A | 0.062% | |
| 5/19/2026 | Western Wealth Management LLC | 2,458 | $670K | 0.0% | +52.9% | 0.004% | |
| 5/19/2026 | McIlrath & Eck LLC | 28,076 | $7.65M | 0.6% | +2.2% | 0.047% | |
| 5/19/2026 | Royal Fund Management LLC | 33,121 | $9.03M | 0.9% | +6.2% | 0.056% | |
| 5/19/2026 | Bank of America Corp DE | 1,712,696 | $466.42M | 0.0% | +6.4% | 2.879% | |
| 5/19/2026 | Janus Henderson Group PLC | 6,854 | $1.87M | 0.0% | -55.9% | 0.012% | |
| 5/19/2026 | Centaurus Financial Inc. | 6,525 | $1.78M | 0.1% | +95.0% | 0.011% | |
| 5/19/2026 | Arkadios Wealth Advisors | 6,608 | $1.80M | 0.0% | +9.2% | 0.011% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,183 | $322K | 0.0% | -7.6% | 0.002% | |
| 5/18/2026 | Readystate Asset Management LP | 5,391 | $1.47M | 0.1% | +78.9% | 0.009% | |
| 5/18/2026 | Royal Bank of Canada | 411,076 | $111.95M | 0.0% | -15.6% | 0.691% | |
| 5/16/2026 | KCM Investment Advisors LLC | 53,633 | $14.61M | 0.5% | -3.2% | 0.090% | |
| 5/16/2026 | Quantinno Capital Management LP | 20,853 | $5.68M | 0.0% | +25.3% | 0.035% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 4,150 | $1.13M | 0.1% | -14.0% | 0.007% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 3,132 | $853K | 0.0% | +57.9% | 0.005% | |
| 5/15/2026 | Everest Financial Group LLC | 4,432 | $1.21M | 0.2% | -1.8% | 0.007% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 1,106 | $301K | 0.1% | N/A | 0.002% | |
| 5/15/2026 | Waverly Advisors LLC | 23,580 | $6.42M | 0.0% | -10.8% | 0.040% | |
| 5/15/2026 | Van Den Berg Management I Inc. | 489 | $133K | 0.0% | N/A | 0.001% | |
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| 5/14/2026 | Hilltop Holdings Inc. | 8,374 | $2.28M | 0.2% | -14.5% | 0.014% | |
| 5/14/2026 | Morningstar Investment Management LLC | 56,514 | $15.39M | 1.0% | +22.5% | 0.095% | |
| 5/14/2026 | Compound Planning Inc. | 896 | $244K | 0.0% | +15.8% | 0.002% | |
| 5/14/2026 | Modern Wealth Management LLC | 1,668 | $458K | 0.0% | -16.8% | 0.003% | |
| 5/14/2026 | Keebeck Wealth Management | 7,336 | $2.00M | 0.2% | -19.3% | 0.012% | |
| 5/14/2026 | Dickmeyer Boyce Financial Management Inc. | 750 | $204K | 0.1% | N/A | 0.001% | |
| 5/14/2026 | Sei Investments Co. | 840 | $229K | 0.0% | +13.7% | 0.001% | |
| 5/14/2026 | Lido Advisors LLC | 126,729 | $34.51M | 0.1% | +8.6% | 0.213% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 2,872 | $782K | 0.1% | +14.9% | 0.005% | |
| 5/13/2026 | Cetera Investment Advisers | 379,333 | $103.30M | 0.1% | -2.8% | 0.638% | |
| 5/13/2026 | Wealthspire Retirement LLC | 6,041 | $1.65M | 0.1% | -1.1% | 0.010% | |
| 5/13/2026 | Goepper Burkhardt LLC | 3,600 | $980K | 0.3% | -9.4% | 0.006% | |
| 5/13/2026 | First Trust Advisors LP | 8,866 | $2.41M | 0.0% | +28.9% | 0.015% | |
| 5/12/2026 | Cascade Wealth Advisors Inc | 3,089 | $831K | 0.3% | -7.0% | 0.005% | |
| 5/12/2026 | CacheTech Inc. | 8,421 | $2.29M | 0.4% | -0.6% | 0.014% | |
| 5/8/2026 | Pacific Sun Financial Corp | 2,348 | $639K | 0.3% | +6.3% | 0.004% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 141,121 | $38.43M | 0.0% | -0.1% | 0.237% | |
| 5/8/2026 | DUTCH ASSET Corp | 1,095 | $298K | 0.2% | N/A | 0.002% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 5,242 | $1.43M | 0.4% | -2.3% | 0.009% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 9,048 | $2.46M | 0.1% | -0.5% | 0.015% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 1,343 | $366K | 0.0% | +30.1% | 0.002% | |
| 5/7/2026 | Carson Advisory Inc. | 1,180 | $321K | 0.2% | +9.3% | 0.002% | |
| 5/7/2026 | Parallel Advisors LLC | 6,422 | $1.75M | 0.0% | -16.1% | 0.011% | |
| 5/7/2026 | Resolute Wealth Strategies LLC | 1,504 | $410K | 0.2% | -17.7% | 0.003% | |
| 5/7/2026 | Hershey Financial Advisers LLC | 5,939 | $1.62M | 1.4% | -8.6% | 0.010% | |
| 5/6/2026 | Zhang Financial LLC | 2,203 | $600K | 0.0% | +18.2% | 0.004% | |
| 5/6/2026 | Modera Wealth Management LLC | 2,938 | $800K | 0.0% | -26.2% | 0.005% | |
| 5/6/2026 | Assetmark Inc. | 19,268 | $5.25M | 0.0% | +42.6% | 0.032% | |
| 5/6/2026 | Paradigm Capital Management LLC NV | 15,176 | $4.13M | 3.8% | +2.3% | 0.026% | |
| 5/6/2026 | Bessemer Group Inc. | 1,049 | $286K | 0.0% | -23.7% | 0.002% | |
| 5/6/2026 | One Day In July LLC | 11,582 | $3.15M | 0.3% | -1.4% | 0.019% | |
| 5/6/2026 | Adaptive Financial Consulting LLC | 43,668 | $11.89M | 4.6% | +2.8% | 0.073% | |
| 5/6/2026 | Thayer Partners LLC MA | 8,823 | $2.40M | 1.1% | +3.1% | 0.015% | |
| 5/6/2026 | Independent Financial Group LLC | 4,244 | $1.16M | 0.0% | N/A | 0.007% | |
| 5/6/2026 | Advantage Trust Co | 6,667 | $1.82M | 0.8% | +10.5% | 0.011% | |
| 5/6/2026 | Dahring Cusmano LLC | 6,948 | $1.89M | 1.2% | +15.9% | 0.012% | |
| 5/5/2026 | Wealthfront Advisers LLC | 14,748 | $4.02M | 0.0% | +4.2% | 0.025% | |
| 5/5/2026 | D.A. Davidson & CO. | 25,308 | $6.89M | 0.0% | -2.2% | 0.043% | |
| 5/5/2026 | Bank of New York Mellon Corp | 1,663 | $453K | 0.0% | -7.4% | 0.003% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,034 | $282K | 0.0% | -7.0% | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 7,609 | $2.07M | 0.0% | +10.7% | 0.013% | |
| 5/5/2026 | Sigma Planning Corp | 12,232 | $3.33M | 0.1% | -3.9% | 0.021% | |
| 5/5/2026 | Cornerstone Advisory LLC | 21,025 | $5.73M | 0.5% | -0.4% | 0.035% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 3,106 | $846K | 0.1% | +8.2% | 0.005% | |
| 5/5/2026 | CFO Capital Management LLC | 3,301 | $892K | 0.7% | +6.0% | 0.006% | |
| 5/5/2026 | Nwam LLC | 1,415 | $385K | 0.0% | +2.8% | 0.002% | |
| 5/4/2026 | Summit Wealth Group LLC | 24,506 | $6.67M | 1.5% | +1.3% | 0.041% | |
| 5/4/2026 | Calamos Advisors LLC | 899 | $245K | 0.0% | N/A | 0.002% | |
| 5/4/2026 | AMG National Trust Bank | 1,763 | $480K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Retirement Planning Group LLC | 20,768 | $5.66M | 0.2% | +368.5% | 0.035% | |
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| 5/4/2026 | Bleakley Financial Group LLC | 25,704 | $7M | 0.1% | -2.8% | 0.043% | |
| 5/4/2026 | Center for Financial Planning Inc. | 1,875 | $511K | 0.1% | +14.0% | 0.003% | |
| 5/4/2026 | HBW Advisory Services LLC | 1,606 | $437K | 0.0% | +4.4% | 0.003% | |
| 5/4/2026 | NWF Advisory Services Inc. | 5,886 | $1.60M | 0.2% | -15.2% | 0.010% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 1,447 | $396K | 0.0% | +26.9% | 0.002% | |
| 5/4/2026 | Cdkv Holdings LLC | 9,311 | $2.54M | 2.2% | +4.2% | 0.016% | |
| 5/2/2026 | International Assets Investment Management LLC | 606 | $166K | 0.0% | -7.1% | 0.001% | |
| 5/2/2026 | Anchor Investment Management LLC | 18,159 | $4.95M | 0.4% | +4.7% | 0.031% | |
| 5/2/2026 | Diversify Wealth Management LLC | 1,498 | $400K | 0.0% | +11.4% | 0.003% | |
| 5/2/2026 | Valmark Advisers Inc. | 9,572 | $2.61M | 0.0% | -3.2% | 0.016% | |