| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 53,539 | $9.85M | 0.3% | -1.5% | 0.177% | |
| 7/2/2026 | Collective Family Office LLC | 1,678 | $309K | 0.1% | -5.6% | 0.006% | |
| 7/2/2026 | CX Institutional | 8,652 | $1.59M | 0.0% | +32.6% | 0.029% | |
| 7/1/2026 | Eastern Bank | 2,978 | $548K | 0.0% | +11.0% | 0.010% | |
| 6/12/2026 | S&A Financial Services Inc. | 1,185 | $213K | 0.1% | N/A | 0.004% | |
| 6/3/2026 | Parallel Advisors LLC | 8,453 | $1.52M | 0.0% | +5.9% | 0.028% | |
| 6/3/2026 | NewEdge Advisors LLC | 11,915 | $2.14M | 0.0% | +1.3% | 0.039% | |
| 5/28/2026 | Blue Fin Capital Inc. | 2,086 | $375K | 0.1% | -2.4% | 0.007% | |
| 5/19/2026 | Royal Fund Management LLC | 14,013 | $2.52M | 0.2% | -3.3% | 0.046% | |
| 5/19/2026 | Bank of America Corp DE | 2,022,457 | $363.72M | 0.0% | +12.7% | 6.657% | |
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| 5/19/2026 | Centaurus Financial Inc. | 6,858 | $1.23M | 0.1% | -1.7% | 0.023% | |
| 5/19/2026 | Arkadios Wealth Advisors | 1,611 | $290K | 0.0% | -6.0% | 0.005% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 642 | $115K | 0.0% | +100.0% | 0.002% | |
| 5/18/2026 | Royal Bank of Canada | 129,025 | $23.20M | 0.0% | +6.9% | 0.425% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 99,339 | $17.87M | 0.0% | +4.8% | 0.327% | |
| 5/16/2026 | KCM Investment Advisors LLC | 248,024 | $44.61M | 1.5% | -8.5% | 0.816% | |
| 5/16/2026 | Quantinno Capital Management LP | 48,652 | $8.75M | 0.0% | +24.0% | 0.160% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 4,589 | $825K | 0.0% | N/A | 0.015% | |
| 5/15/2026 | Waverly Advisors LLC | 2,534 | $456K | 0.0% | -15.9% | 0.008% | |
| 5/15/2026 | Vivaldi Capital Management LP | 3,322 | $597K | 0.1% | +2.4% | 0.011% | |
| 5/14/2026 | Morningstar Investment Management LLC | 94,391 | $16.98M | 1.1% | N/A | 0.311% | |
| 5/14/2026 | Lido Advisors LLC | 187,528 | $33.73M | 0.1% | +7.9% | 0.617% | |
| 5/13/2026 | Cetera Investment Advisers | 106,012 | $19.07M | 0.0% | -23.1% | 0.349% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 57,345 | $10.31M | 0.0% | -7.4% | 0.189% | |
| 5/8/2026 | Glenview Trust Co | 2,553 | $459K | 0.0% | -2.3% | 0.008% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 8,127 | $1.46M | 0.4% | -4.4% | 0.027% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 556 | $100K | 0.0% | N/A | 0.002% | |
| 5/8/2026 | Johnson Financial Group Inc. | 856 | $154K | 0.0% | -29.1% | 0.003% | |
| 5/7/2026 | Florida Financial Advisors LLC | 2,836 | $510K | 0.1% | +4.2% | 0.009% | |
| 5/7/2026 | Parallel Advisors LLC | 8,453 | $1.52M | 0.0% | +5.9% | 0.028% | |
| 5/7/2026 | Hershey Financial Advisers LLC | 6,338 | $1.14M | 1.0% | -36.9% | 0.021% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 159 | $31K | 0.0% | +835.3% | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 342,932 | $61.67M | 0.1% | +79.2% | 1.129% | |
| 5/6/2026 | Main Street Group LTD | 155 | $28K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Independent Financial Group LLC | 3,042 | $547K | 0.0% | N/A | 0.010% | |
| 5/5/2026 | Wealthfront Advisers LLC | 2,698 | $485K | 0.0% | +10.8% | 0.009% | |
| 5/5/2026 | D.A. Davidson & CO. | 17,102 | $3.08M | 0.0% | +0.6% | 0.056% | |
| 5/5/2026 | Bank of New York Mellon Corp | 5,136 | $924K | 0.0% | +6.9% | 0.017% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 73,241 | $13.17M | 1.2% | +0.5% | 0.241% | |
| 5/5/2026 | Nwam LLC | 7,040 | $1.27M | 0.1% | -3.6% | 0.023% | |
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| 5/5/2026 | Avantax Planning Partners Inc. | 3,349 | $602K | 0.0% | -12.6% | 0.011% | |
| 5/4/2026 | Retirement Planning Group LLC | 29,368 | $5.28M | 0.2% | +6.7% | 0.097% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,650 | $477K | 0.0% | -10.9% | 0.009% | |
| 5/2/2026 | Anchor Investment Management LLC | 18,281 | $3.29M | 0.3% | +2.0% | 0.060% | |
| 5/2/2026 | Diversify Wealth Management LLC | 3,812 | $742K | 0.0% | +38.8% | 0.013% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 6,352 | $1.14M | 0.0% | -0.8% | 0.021% | |
| 5/1/2026 | Fifth Third Bancorp | 32,796 | $5.90M | 0.0% | +142.2% | 0.108% | |
| 5/1/2026 | Advisors Management Group Inc. ADV | 5,327 | $958K | 0.2% | +1.0% | 0.018% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 4,341 | $781K | 0.0% | +152.1% | 0.014% | |
| 4/30/2026 | Mason & Associates Inc | 58,380 | $10.14M | 2.0% | +3.8% | 0.192% | |
| 4/30/2026 | Kestra Advisory Services LLC | 25,232 | $4.54M | 0.0% | +1.0% | 0.083% | |
| 4/30/2026 | Money Concepts Capital Corp | 1,684 | $303K | 0.0% | +8.0% | 0.006% | |
| 4/30/2026 | KDK Private Wealth Management LLC | 6,314 | $1.14M | 1.0% | +0.9% | 0.021% | |
| 4/29/2026 | Southern Capital Services Inc. ADV | 33,635 | $6.05M | 3.9% | +3.7% | 0.111% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 6,051 | $1.09M | 0.0% | -20.8% | 0.020% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 14,296 | $2.57M | 0.6% | -1.5% | 0.047% | |
| 4/28/2026 | Kathmere Capital Management LLC | 2,365 | $425K | 0.0% | N/A | 0.008% | |
| 4/28/2026 | Stephens Inc. AR | 2,327 | $418K | 0.0% | N/A | 0.008% | |
| 4/28/2026 | WBH Advisory Inc. | 29,877 | $5.42M | 0.4% | +0.9% | 0.098% | |
| 4/27/2026 | HB Wealth Management LLC | 12,231 | $2.20M | 0.0% | +6.2% | 0.040% | |
| 4/27/2026 | World Investment Advisors | 1,628 | $293K | 0.0% | -13.3% | 0.005% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 229 | $41K | 0.0% | N/A | 0.001% | |
| 4/27/2026 | Private Advisor Group LLC | 13,806 | $2.48M | 0.0% | +0.4% | 0.045% | |
| 4/24/2026 | Essex Financial Services Inc. | 8,095 | $1.46M | 0.1% | -2.3% | 0.027% | |
| 4/24/2026 | Essex LLC | 2,013 | $362K | 0.1% | +30.0% | 0.007% | |
| 4/23/2026 | Bigelow Investment Advisors LLC | 7,789 | $1.40M | 0.6% | -15.3% | 0.026% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 1,198 | $216K | 0.0% | N/A | 0.004% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 136,855 | $24.61M | 0.1% | +18.4% | 0.450% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 1,819 | $328K | 0.3% | +3.4% | 0.006% | |
| 4/22/2026 | Narus Financial Partners LLC | 20,921 | $3.76M | 1.0% | +1.3% | 0.069% | |
| 4/21/2026 | Crown Wealth Group LLC | 6,597 | $1.19M | 0.3% | -13.5% | 0.022% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 2,763 | $497K | 0.0% | N/A | 0.009% | |
| 4/21/2026 | Stuart Investment Advisors Inc. | 1,142 | $205K | 0.1% | N/A | 0.004% | |
| 4/21/2026 | Maltin Wealth Management Inc. | 2,599 | $467K | 0.2% | -4.2% | 0.009% | |
| 4/21/2026 | Penobscot Wealth Management | 22,356 | $4.02M | 1.2% | +2.4% | 0.074% | |
| 4/21/2026 | Triangle Securities Wealth Management | 6,807 | $1.22M | 0.3% | -1.8% | 0.022% | |
| 4/21/2026 | Hoxton Planning & Management LLC | 1,448 | $260K | 0.1% | -18.4% | 0.005% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 1,339 | $241K | 0.0% | +7.3% | 0.004% | |
| 4/20/2026 | Trust Co. of Oklahoma | 14,202 | $2.55M | 0.7% | +2.8% | 0.047% | |
| 4/20/2026 | RFG Advisory LLC | 6,815 | $1.23M | 0.0% | +50.5% | 0.022% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 11,004 | $1.98M | 0.2% | -1.1% | 0.036% | |
| 4/18/2026 | Vermillion Wealth Management Inc. | 253 | $46K | 0.0% | -28.9% | 0.001% | |
| 4/16/2026 | Park National Corp OH | 79,257 | $14.25M | 0.4% | -8.8% | 0.261% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 61,714 | $11.95M | 0.0% | +0.6% | 0.190% | |
| 3/13/2026 | World Investment Advisors | 1,878 | $364K | 0.0% | N/A | 0.006% | |
| 3/9/2026 | Corient Private Wealth LLC | 74,858 | $14.50M | 0.0% | +202.0% | 0.231% | |
| 3/6/2026 | Union Savings Bank | 600 | $116K | 0.1% | N/A | 0.002% | |
| 3/4/2026 | SHP Wealth Management | 288 | $56K | 0.0% | N/A | 0.001% | |
| 3/2/2026 | Reflection Asset Management | 152 | $30K | 0.0% | N/A | 0.000% | |
| 2/27/2026 | Southern Capital Services Inc. ADV | 32,447 | $6.28M | 4.0% | N/A | 0.100% | |
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| 2/27/2026 | Instrumental Wealth LLC | 1,195 | $228K | 0.1% | +10.5% | 0.004% | |
| 2/27/2026 | Strategic Investment Solutions Inc. IL | 2,070 | $401K | 0.1% | -54.8% | 0.006% | |
| 2/26/2026 | Anchor Investment Management LLC | 17,917 | $3.47M | 0.3% | -4.5% | 0.055% | |
| 2/24/2026 | Clear Retirement Advice LLC | 1,635 | $315K | 0.2% | N/A | 0.005% | |
| 2/23/2026 | Monetary Solutions Ltd | 175 | $34K | 0.0% | N/A | 0.001% | |
| 2/23/2026 | MV Capital Management Inc. | 453 | $88K | 0.0% | N/A | 0.001% | |
| 2/19/2026 | Rare Wolf Capital LLC | 1,107 | $214K | 0.1% | N/A | 0.003% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 7,641 | $1.48M | 0.0% | +8.9% | 0.024% | |
| 2/19/2026 | Corient Private Wealth LLC | 74,858 | $14.50M | 0.0% | +202.0% | 0.231% | |
| 2/19/2026 | Jacobs Equity LLC | 3,163 | $612K | 0.6% | N/A | 0.010% | |