| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 24,746 | $7.58M | 0.2% | -9.9% | 0.038% | |
| 7/2/2026 | Collective Family Office LLC | 3,551 | $1.09M | 0.2% | +3.2% | 0.006% | |
| 7/2/2026 | Hilltop National Bank | 5,717 | $1.75M | 0.4% | -0.9% | 0.009% | |
| 7/2/2026 | CX Institutional | 15,924 | $4.88M | 0.1% | -1.8% | 0.025% | |
| 7/1/2026 | Noble Wealth Management PBC | 1,300 | $398K | 0.2% | -5.5% | 0.002% | |
| 6/24/2026 | Redwood Investment Management LLC | 31,541 | $8.12M | 1.0% | +22.2% | 0.049% | |
| 6/22/2026 | Sapient Capital LLC | 3,495 | $899K | 0.0% | +5.5% | 0.005% | |
| 6/18/2026 | Western Wealth Management LLC | 3,552 | $914K | 0.0% | -3.6% | 0.006% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 2,852 | $733K | 0.4% | N/A | 0.004% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 6,784 | $1.75M | 0.1% | +1.3% | 0.011% | |
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| 6/3/2026 | Parallel Advisors LLC | 3,270 | $842K | 0.0% | +26.9% | 0.005% | |
| 6/3/2026 | NewEdge Advisors LLC | 142,000 | $36.54M | 0.1% | -2.2% | 0.221% | |
| 6/1/2026 | Keel Point LLC | 14,643 | $3.77M | 0.2% | -0.3% | 0.023% | |
| 5/28/2026 | Cozad Asset Management Inc. | 6,502 | $1.67M | 0.1% | +7.4% | 0.010% | |
| 5/27/2026 | Tenret Co LLC | 21,676 | $5.58M | 2.7% | +6.1% | 0.034% | |
| 5/22/2026 | Wellington Grp LLC | 129 | $33K | 0.0% | +87.0% | 0.000% | |
| 5/22/2026 | Verus Capital Partners LLC | 4,000 | $1.03M | 0.1% | -27.9% | 0.006% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 20,113 | $5.18M | 0.6% | -4.0% | 0.031% | |
| 5/19/2026 | Western Wealth Management LLC | 3,552 | $914K | 0.0% | -3.6% | 0.006% | |
| 5/19/2026 | NewEdge Advisors LLC | 64,019 | $16.48M | 0.3% | -55.9% | 0.100% | |
| 5/19/2026 | Bank of America Corp DE | 2,157,636 | $555.27M | 0.0% | +2.6% | 3.364% | |
| 5/19/2026 | Genesis Financial Group LLC | 5,813 | $1.50M | 0.9% | +5.9% | 0.009% | |
| 5/19/2026 | Alexander Labrunerie & CO. Inc. | 8,429 | $2.17M | 0.8% | +2.2% | 0.013% | |
| 5/19/2026 | Strategic Investment Advisors MI | 59,617 | $15.36M | 1.1% | +25.4% | 0.093% | |
| 5/19/2026 | Arkadios Wealth Advisors | 9,419 | $2.42M | 0.0% | +33.0% | 0.015% | |
| 5/19/2026 | Claris Financial LLC | 1,010 | $260K | 0.1% | +30.2% | 0.002% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 6,909 | $1.78M | 0.1% | +91.1% | 0.011% | |
| 5/18/2026 | Talon Private Wealth LLC | 18,889 | $4.86M | 0.6% | N/A | 0.029% | |
| 5/18/2026 | Royal Bank of Canada | 1,282,983 | $330.18M | 0.1% | -27.8% | 2.000% | |
| 5/16/2026 | Quantinno Capital Management LP | 15,654 | $4.03M | 0.0% | +47.2% | 0.024% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 1,714 | $441K | 0.0% | -41.3% | 0.003% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 9,775 | $2.52M | 0.1% | N/A | 0.015% | |
| 5/15/2026 | Van Diest Capital LLC | 1,017 | $262K | 0.2% | N/A | 0.002% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 594 | $153K | 0.1% | N/A | 0.001% | |
| 5/15/2026 | Waverly Advisors LLC | 240,640 | $61.93M | 0.5% | -3.4% | 0.375% | |
| 5/15/2026 | Asset Management Group Inc. | 20,577 | $5.30M | 0.9% | +0.2% | 0.032% | |
| 5/15/2026 | Wealth Alliance LLC | 8,963 | $2.31M | 0.2% | -10.7% | 0.014% | |
| 5/15/2026 | St. Louis Trust Co | 3,801 | $978K | 0.1% | -11.4% | 0.006% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 1,575 | $405K | 0.0% | -6.4% | 0.002% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 8,775 | $2.26M | 0.1% | +3.5% | 0.014% | |
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| 5/14/2026 | MWA Asset Management | 603 | $155K | 0.1% | N/A | 0.001% | |
| 5/14/2026 | Davis R M Inc. | 1,790 | $461K | 0.0% | -8.9% | 0.003% | |
| 5/14/2026 | Lido Advisors LLC | 4,997 | $1.29M | 0.0% | -2.8% | 0.008% | |
| 5/13/2026 | Cetera Investment Advisers | 206,140 | $53.05M | 0.1% | -8.2% | 0.321% | |
| 5/13/2026 | NewEdge Wealth LLC | 41,639 | $10.72M | 0.1% | +15.3% | 0.065% | |
| 5/13/2026 | Goepper Burkhardt LLC | 17,595 | $4.53M | 1.5% | -10.8% | 0.027% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 797 | $205K | 0.0% | N/A | 0.001% | |
| 5/13/2026 | First Trust Advisors LP | 2,009 | $517K | 0.0% | -9.9% | 0.003% | |
| 5/12/2026 | Insight Advisors LLC PA | 8,080 | $2.08M | 0.4% | -3.6% | 0.013% | |
| 5/12/2026 | Phillip James Consulting Co. | 4,433 | $1.14M | 0.8% | N/A | 0.007% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,114,697 | $286.87M | 0.2% | +1.0% | 1.738% | |
| 5/8/2026 | HORAN Wealth LLC | 854 | $238K | 0.0% | N/A | 0.001% | |
| 5/8/2026 | Glenview Trust Co | 84,910 | $21.85M | 0.3% | -20.3% | 0.132% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 104,402 | $26.87M | 0.6% | -0.3% | 0.163% | |
| 5/8/2026 | MWA Asset Management | 603 | $155K | 0.1% | N/A | 0.001% | |
| 5/7/2026 | Florida Financial Advisors LLC | 968 | $249K | 0.1% | -13.6% | 0.002% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 2,054 | $529K | 0.0% | +6.5% | 0.003% | |
| 5/7/2026 | Parallel Advisors LLC | 3,270 | $842K | 0.0% | +26.9% | 0.005% | |
| 5/7/2026 | Greenwood Gearhart LLC | 2,206 | $568K | 0.0% | N/A | 0.003% | |
| 5/7/2026 | Regimen Wealth LLC | 41,924 | $10.79M | 3.2% | +9.7% | 0.065% | |
| 5/7/2026 | World Equity Group Inc. | 2,910 | $749K | 0.2% | +7.2% | 0.005% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 12,170 | $3.13M | 0.2% | -4.9% | 0.019% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 7,849 | $2.02M | 0.2% | N/A | 0.012% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 110 | $28K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 6,700 | $1.72M | 0.3% | +4.4% | 0.010% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 735 | $210K | 0.0% | +15.7% | 0.001% | |
| 5/6/2026 | Simon Quick Advisors LLC | 2,635 | $678K | 0.0% | -33.6% | 0.004% | |
| 5/6/2026 | Aire Advisors LLC | 88,407 | $22.75M | 4.2% | +1.5% | 0.138% | |
| 5/6/2026 | Modera Wealth Management LLC | 3,157 | $813K | 0.0% | +6.5% | 0.005% | |
| 5/6/2026 | Townsend Asset Management Corp NC ADV | 1,443 | $371K | 0.1% | -16.6% | 0.002% | |
| 5/6/2026 | Assetmark Inc. | 2,141,628 | $551.15M | 1.1% | -3.5% | 3.339% | |
| 5/6/2026 | Angeles Wealth Management LLC | 305 | $78K | 0.0% | +35.6% | 0.000% | |
| 5/6/2026 | Bessemer Group Inc. | 2,769 | $713K | 0.0% | -12.5% | 0.004% | |
| 5/6/2026 | Frisch Financial Group Inc. | 5,483 | $1.41M | 0.3% | -6.5% | 0.009% | |
| 5/6/2026 | Independent Financial Group LLC | 32,685 | $8.41M | 0.3% | N/A | 0.051% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 18,037 | $4.64M | 0.2% | -1.8% | 0.028% | |
| 5/5/2026 | Wealthfront Advisers LLC | 12,512 | $3.22M | 0.0% | +17.7% | 0.020% | |
| 5/5/2026 | D.A. Davidson & CO. | 49,552 | $12.75M | 0.1% | +11.3% | 0.077% | |
| 5/5/2026 | Bank of New York Mellon Corp | 12,540 | $3.23M | 0.0% | +13.8% | 0.020% | |
| 5/5/2026 | NFSG Corp | 30,962 | $7.97M | 1.3% | +6.1% | 0.048% | |
| 5/5/2026 | Signet Financial Management LLC | 12,132 | $3.12M | 0.4% | -1.9% | 0.019% | |
| 5/5/2026 | SouthState Bank Corp | 755 | $194K | 0.0% | +28.0% | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 32,080 | $8.26M | 0.0% | -11.4% | 0.050% | |
| 5/5/2026 | Sigma Planning Corp | 9,753 | $2.51M | 0.1% | +44.7% | 0.015% | |
| 5/5/2026 | Cornerstone Advisory LLC | 4,711 | $1.21M | 0.1% | -13.8% | 0.007% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 8,891 | $2.29M | 0.1% | -17.1% | 0.014% | |
| 5/5/2026 | Nwam LLC | 18,604 | $4.79M | 0.3% | +4.5% | 0.029% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 45,734 | $11.77M | 0.3% | -0.2% | 0.071% | |
| 5/4/2026 | Calamos Advisors LLC | 3,226 | $830K | 0.0% | N/A | 0.005% | |
| 5/4/2026 | AMG National Trust Bank | 998 | $257K | 0.0% | +15.0% | 0.002% | |
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| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 38,802 | $9.99M | 0.2% | +8.0% | 0.060% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 94,823 | $24.40M | 1.2% | -7.8% | 0.148% | |
| 5/4/2026 | Bleakley Financial Group LLC | 18,638 | $4.80M | 0.1% | +2.9% | 0.029% | |
| 5/4/2026 | Archer Investment Corp | 501 | $129K | 0.0% | -27.7% | 0.001% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 11,558 | $3.28M | 0.1% | -0.8% | 0.018% | |
| 5/4/2026 | Uptick Partners LLC | 5,112 | $1.32M | 0.3% | -11.3% | 0.008% | |
| 5/2/2026 | International Assets Investment Management LLC | 1,032 | $269K | 0.0% | -24.0% | 0.002% | |
| 5/2/2026 | Anchor Investment Management LLC | 2,776 | $715K | 0.1% | -2.2% | 0.004% | |
| 5/2/2026 | Associated Banc Corp | 92,668 | $23.85M | 0.6% | +15.6% | 0.144% | |
| 5/2/2026 | Strategic Wealth Advisors LLC | 11,366 | $2.93M | 2.3% | +4.3% | 0.018% | |