| 7/10/2026 | Family Wealth Partners LLC | 24,358 | $2.82M | 0.9% | -1.9% | 0.033% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 12,080 | $1.40M | 0.2% | -4.4% | 0.016% | |
| 7/10/2026 | Ocean Park Asset Management LLC | 60,138 | $6.96M | 0.3% | +142.1% | 0.081% | |
| 7/9/2026 | Focus Financial Network Inc. | 3,975 | $460K | 0.0% | -4.8% | 0.005% | |
| 7/9/2026 | Oliver Luxxe Assets LLC | 65,109 | $7.53M | 1.1% | -17.0% | 0.088% | |
| 7/8/2026 | Apella Capital LLC | 3,167 | $356K | 0.0% | -5.2% | 0.004% | |
| 7/8/2026 | Sarasin & Partners LLP | 82,887 | $9.59M | 0.1% | +78.1% | 0.112% | |
| 7/8/2026 | Evanson Financial LLC | 29,360 | $3.40M | 0.2% | N/A | 0.040% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 45,120 | $5.22M | 0.1% | -0.9% | 0.061% | |
| 7/7/2026 | Addis & Hill Inc | 195,404 | $22.61M | 12.5% | +0.7% | 0.264% | |
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| 7/7/2026 | Canandaigua National Bank & Trust Co. | 10,893 | $1.26M | 0.1% | N/A | 0.015% | |
| 7/7/2026 | CoreCap Advisors LLC | 391 | $45K | 0.0% | +624.1% | 0.001% | |
| 7/7/2026 | Moulton Wealth Management Inc. | 9,121 | $1.04M | 0.7% | +31.4% | 0.012% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 245,394 | $28.39M | 2.2% | N/A | 0.332% | |
| 7/1/2026 | Confluence Investment Management LLC | 60,466 | $7.00M | 0.1% | N/A | 0.082% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 67,881 | $7.85M | 1.5% | +13.3% | 0.089% | |
| 6/18/2026 | Western Wealth Management LLC | 3,142 | $307K | 0.0% | N/A | 0.004% | |
| 6/16/2026 | Empowered Funds LLC | 5,586 | $546K | 0.0% | +19.2% | 0.007% | |
| 6/9/2026 | Rathbones Group PLC | 216,154 | $21.13M | 0.1% | +15.3% | 0.282% | |
| 6/3/2026 | NewEdge Advisors LLC | 73,758 | $7.21M | 0.0% | -4.6% | 0.096% | |
| 6/2/2026 | Blue Edge Capital LLC | 147,123 | $14.38M | 1.9% | +11.4% | 0.192% | |
| 5/22/2026 | Access Investment Management LLC | 68,345 | $6.68M | 1.8% | +0.3% | 0.089% | |
| 5/19/2026 | Western Wealth Management LLC | 3,142 | $307K | 0.0% | N/A | 0.004% | |
| 5/19/2026 | Bank of America Corp DE | 1,073,200 | $104.88M | 0.0% | -60.0% | 1.400% | |
| 5/19/2026 | Centaurus Financial Inc. | 66,789 | $6.53M | 0.3% | N/A | 0.087% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 986 | $96K | 0.0% | -68.6% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 276,492 | $27.02M | 0.0% | -30.1% | 0.361% | |
| 5/18/2026 | Empowered Funds LLC | 5,586 | $546K | 0.0% | +19.2% | 0.007% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 121,019 | $11.83M | 2.9% | +6.5% | 0.158% | |
| 5/18/2026 | Evelyn Partners Investment Management Services Ltd | 26,025 | $2.54M | 0.3% | -2.7% | 0.034% | |
| 5/16/2026 | Quantinno Capital Management LP | 12,447 | $1.22M | 0.0% | N/A | 0.016% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 41,181 | $4.03M | 0.3% | -3.5% | 0.054% | |
| 5/15/2026 | Legacy PCG LLC | 10,713 | $1.05M | 5.6% | -86.8% | 0.014% | |
| 5/15/2026 | Ameraudi Asset Management Inc. | 85,025 | $8.31M | 4.5% | -12.0% | 0.111% | |
| 5/15/2026 | Waverly Advisors LLC | 5,600 | $547K | 0.0% | -58.9% | 0.007% | |
| 5/15/2026 | Vivaldi Capital Management LP | 2,133 | $209K | 0.0% | -9.7% | 0.003% | |
| 5/14/2026 | Compound Planning Inc. | 6,539 | $639K | 0.0% | +2.6% | 0.009% | |
| 5/14/2026 | Bank of Nova Scotia | 14,800 | $1.45M | 0.0% | N/A | 0.019% | |
| 5/13/2026 | Cetera Investment Advisers | 32,001 | $3.13M | 0.0% | -45.8% | 0.042% | |
| 5/13/2026 | First Trust Advisors LP | 30,538 | $2.98M | 0.0% | -3.2% | 0.040% | |
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| 5/8/2026 | PNC Financial Services Group Inc. | 121,366 | $11.86M | 0.0% | -13.2% | 0.158% | |
| 5/8/2026 | Johnson Financial Group Inc. | 1,995 | $195K | 0.0% | +12.4% | 0.003% | |
| 5/6/2026 | Zhang Financial LLC | 3,929 | $384K | 0.0% | -3.6% | 0.005% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 901 | $88K | 0.0% | -36.1% | 0.001% | |
| 5/6/2026 | Advisortrust Partners LLC | 6,236 | $609K | 0.3% | N/A | 0.008% | |
| 5/6/2026 | Assetmark Inc. | 149,401 | $14.60M | 0.0% | -58.1% | 0.195% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 84,824 | $8.29M | 0.0% | -37.5% | 0.111% | |
| 5/5/2026 | Regency Capital Management Inc. DE | 72,425 | $7.08M | 3.2% | +135.1% | 0.095% | |
| 5/5/2026 | Wealthfront Advisers LLC | 10,849 | $1.06M | 0.0% | +29.9% | 0.014% | |
| 5/5/2026 | Bank of New York Mellon Corp | 5,235 | $512K | 0.0% | -55.2% | 0.007% | |
| 5/5/2026 | Sanctuary Advisors LLC | 22,799 | $2.23M | 0.0% | -58.1% | 0.030% | |
| 5/5/2026 | Roberts Glore & Co. Inc. IL | 40,866 | $3.99M | 1.1% | -1.4% | 0.053% | |
| 5/4/2026 | Glassman Wealth Services | 549 | $54K | 0.0% | -41.5% | 0.001% | |
| 5/4/2026 | Lincoln National Corp | 773,843 | $75.63M | 2.2% | -7.7% | 1.010% | |
| 5/1/2026 | Luminvest Wealth Management LLC | 2,482 | $261K | 0.1% | N/A | 0.003% | |
| 5/1/2026 | Fifth Third Bancorp | 24,882 | $2.43M | 0.0% | N/A | 0.032% | |
| 5/1/2026 | Simplicity Wealth LLC | 3,015 | $295K | 0.0% | -64.2% | 0.004% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 3,232 | $316K | 0.0% | -5.7% | 0.004% | |
| 5/1/2026 | DMC Group LLC | 2,400 | $235K | 0.2% | N/A | 0.003% | |
| 4/30/2026 | Millstone Evans Group LLC | 322 | $31K | 0.0% | -62.9% | 0.000% | |
| 4/30/2026 | Cooksen Wealth LLC | 35,341 | $3.45M | 2.5% | +2.7% | 0.046% | |
| 4/30/2026 | Efficient Advisors LLC | 408,006 | $39.87M | 2.8% | -22.8% | 0.532% | |
| 4/29/2026 | Integrated Advisors Network LLC | 18,258 | $1.78M | 0.1% | N/A | 0.024% | |
| 4/28/2026 | Ascentis Independent Advisors | 2,876 | $281K | 0.0% | -21.8% | 0.004% | |
| 4/28/2026 | Stephens Inc. AR | 13,971 | $1.37M | 0.0% | -28.5% | 0.018% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 89,721 | $8.77M | 1.2% | -2.5% | 0.117% | |
| 4/27/2026 | HB Wealth Management LLC | 32,373 | $3.16M | 0.0% | -4.5% | 0.042% | |
| 4/27/2026 | F&V Capital Management LLC | 3,630 | $355K | 0.1% | -5.3% | 0.005% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 38,558 | $3.77M | 0.1% | +1,355.6% | 0.050% | |
| 4/24/2026 | Newton One Investments LLC | 1,903 | $186K | 0.1% | -10.7% | 0.002% | |
| 4/24/2026 | Key Financial Inc | 1,699 | $166K | 0.0% | -7.2% | 0.002% | |
| 4/24/2026 | First Pacific Financial | 618 | $60K | 0.0% | -19.8% | 0.001% | |
| 4/23/2026 | Financial & Tax Architects LLC | 18,149 | $1.77M | 0.4% | N/A | 0.024% | |
| 4/23/2026 | Capital Investment Counsel LLC | 75,934 | $7.42M | 1.0% | -1.2% | 0.099% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 800,944 | $78.28M | 0.2% | -56.5% | 1.045% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 3,472 | $339K | 0.0% | N/A | 0.005% | |
| 4/20/2026 | Tanager Wealth Management LLP | 251,946 | $24.62M | 2.4% | +8.8% | 0.329% | |
| 4/20/2026 | Global Financial Private Client LLC | 16,845 | $1.65M | 0.5% | +1.9% | 0.022% | |
| 4/20/2026 | BTC Capital Management Inc. | 14,096 | $1.38M | 0.1% | -10.7% | 0.018% | |
| 4/20/2026 | Blue Trust Inc. | 124,982 | $12.21M | 0.1% | -4.5% | 0.163% | |
| 4/20/2026 | Apella Capital LLC | 3,340 | $359K | 0.0% | +45.4% | 0.004% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 12,535 | $1.23M | 0.1% | -5.3% | 0.016% | |
| 4/18/2026 | Presilium Private Wealth LLC | 283,440 | $27.70M | 4.9% | -2.4% | 0.370% | |
| 4/18/2026 | Murphy & Mullick Capital Management Corp | 1,791 | $175K | 0.1% | -7.3% | 0.002% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 82,868 | $8.10M | 0.9% | +744.0% | 0.108% | |
| 4/17/2026 | Ocean Park Asset Management LLC | 24,840 | $2.43M | 0.1% | N/A | 0.032% | |
| 4/16/2026 | Montecito Bank & Trust | 22,954 | $2.24M | 0.4% | +13.5% | 0.030% | |
| 4/16/2026 | BlueSky Wealth Advisors LLC | 3,343 | $327K | 0.0% | -33.9% | 0.004% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 120,928 | $10.93M | 0.0% | +3.1% | 0.131% | |
| 3/9/2026 | Corient Private Wealth LLC | 117,397 | $10.61M | 0.0% | +4.8% | 0.127% | |
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| 2/20/2026 | Catalyst Investment Management LLC | 3,565 | $322K | 0.3% | N/A | 0.004% | |
| 2/19/2026 | Compound Planning Inc. | 6,374 | $576K | 0.0% | +4.3% | 0.007% | |
| 2/19/2026 | Corient Private Wealth LLC | 117,397 | $10.61M | 0.0% | +4.8% | 0.127% | |
| 2/19/2026 | Jacobs Equity LLC | 44,225 | $4.00M | 3.9% | N/A | 0.048% | |
| 2/18/2026 | Raymond James Financial Inc. | 1,774,915 | $160.45M | 0.0% | -0.4% | 1.919% | |
| 2/18/2026 | Vident Advisory LLC | 31,745 | $2.87M | 0.0% | -4.5% | 0.034% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 3,320 | $300K | 0.0% | N/A | 0.004% | |
| 2/18/2026 | EP Wealth Advisors LLC | 2,528 | $229K | 0.0% | N/A | 0.003% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 61,409 | $5.55M | 0.4% | +5.8% | 0.066% | |
| 2/18/2026 | NewEdge Advisors LLC | 77,291 | $6.99M | 0.0% | +9.1% | 0.084% | |