| 7/1/2026 | Eastern Bank | 5,320 | $1.31M | 0.0% | +8.4% | 0.004% | |
| 6/24/2026 | Redwood Investment Management LLC | 2,282 | $470K | 0.1% | -4.4% | 0.002% | |
| 6/22/2026 | Sapient Capital LLC | 3,320 | $683K | 0.0% | +11.2% | 0.003% | |
| 6/9/2026 | Rathbones Group PLC | 2,100 | $432K | 0.0% | -5.9% | 0.002% | |
| 6/3/2026 | NewEdge Advisors LLC | 82,129 | $16.90M | 0.1% | +4.9% | 0.066% | |
| 6/1/2026 | First Nebraska Trust Co | 1,483 | $305K | 0.0% | N/A | 0.001% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 1,237 | $255K | 0.0% | -17.1% | 0.001% | |
| 6/1/2026 | Keel Point LLC | 84,141 | $17.32M | 1.1% | +5.8% | 0.067% | |
| 5/26/2026 | Glenmede Trust Co. NA | 20,514 | $4.22M | 0.0% | +2.1% | 0.016% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 42,163 | $8.67M | 0.5% | +30.9% | 0.034% | |
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| 5/19/2026 | Bank of America Corp DE | 2,254,629 | $464.00M | 0.0% | +19.7% | 1.804% | |
| 5/19/2026 | Centaurus Financial Inc. | 4,583 | $943K | 0.0% | -1.9% | 0.004% | |
| 5/19/2026 | Strategic Investment Advisors MI | 101,704 | $20.95M | 1.4% | +13.0% | 0.081% | |
| 5/19/2026 | Arkadios Wealth Advisors | 8,685 | $1.79M | 0.0% | -1.0% | 0.007% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 42,163 | $8.67M | 0.6% | +30.9% | 0.034% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 6,080 | $1.25M | 0.0% | +13.3% | 0.005% | |
| 5/18/2026 | Royal Bank of Canada | 1,073,521 | $220.93M | 0.0% | +9.8% | 0.859% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 66,000 | $13.58M | 0.0% | +5.7% | 0.053% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 7,001 | $1.44M | 0.5% | +18.4% | 0.006% | |
| 5/16/2026 | Quantinno Capital Management LP | 24,231 | $4.99M | 0.0% | +52.9% | 0.019% | |
| 5/16/2026 | Jessup Wealth Management Inc | 42,005 | $8.65M | 3.2% | +1.0% | 0.034% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,144 | $1.27M | 0.0% | N/A | 0.005% | |
| 5/15/2026 | Blue Chip Partners LLC | 6,143 | $1.26M | 0.1% | -0.7% | 0.005% | |
| 5/15/2026 | Marquette Associates Inc. | 48,453 | $9.97M | 10.8% | +4.0% | 0.039% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 200 | $41K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Waverly Advisors LLC | 15,819 | $3.26M | 0.0% | +5.0% | 0.013% | |
| 5/15/2026 | London Co. of Virginia | 2,986 | $615K | 0.0% | -14.5% | 0.002% | |
| 5/15/2026 | Wealth Alliance LLC | 2,752 | $566K | 0.1% | -81.8% | 0.002% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 887 | $202K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Renaissance Technologies LLC | 6,700 | $1.38M | 0.0% | +34.0% | 0.005% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 1,234 | $254K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Compound Planning Inc. | 2,727 | $561K | 0.0% | +35.0% | 0.002% | |
| 5/14/2026 | Sei Investments Co. | 1,781 | $367K | 0.0% | +18.1% | 0.001% | |
| 5/14/2026 | Lido Advisors LLC | 135,801 | $27.95M | 0.1% | -9.4% | 0.109% | |
| 5/13/2026 | Cetera Investment Advisers | 262,048 | $53.93M | 0.1% | +4.5% | 0.210% | |
| 5/13/2026 | NewEdge Wealth LLC | 5,744 | $1.18M | 0.0% | -7.9% | 0.005% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 40,176 | $8.27M | 0.0% | +1.0% | 0.032% | |
| 5/8/2026 | HORAN Wealth LLC | 3,232 | $676K | 0.1% | +100.0% | 0.003% | |
| 5/8/2026 | Stone Loft Wealth Management LLC | 21,630 | $4.45M | 3.2% | N/A | 0.017% | |
| 5/8/2026 | Atlantic Private Wealth LLC | 28,135 | $5.79M | 3.8% | -0.4% | 0.023% | |
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| 5/8/2026 | Cutler Investment Counsel LLC | 1,889 | $389K | 0.0% | -6.5% | 0.002% | |
| 5/8/2026 | Alpha Zero LLC | 12,942 | $2.66M | 1.3% | +5.5% | 0.010% | |
| 5/7/2026 | Grant Street Asset Management Inc. | 7,568 | $1.56M | 0.3% | +2.8% | 0.006% | |
| 5/7/2026 | World Equity Group Inc. | 1,395 | $267K | 0.1% | +4.7% | 0.001% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 4,019 | $827K | 0.1% | N/A | 0.003% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 23,501 | $5.32M | 0.1% | -0.4% | 0.019% | |
| 5/6/2026 | Zhang Financial LLC | 11,605 | $2.39M | 0.1% | +12.3% | 0.009% | |
| 5/6/2026 | Centennial Bank AR | 7,612 | $1.57M | 0.6% | +1,547.6% | 0.006% | |
| 5/6/2026 | Simon Quick Advisors LLC | 18,357 | $3.78M | 0.2% | -1.4% | 0.015% | |
| 5/6/2026 | Modera Wealth Management LLC | 3,652 | $752K | 0.0% | +15.1% | 0.003% | |
| 5/6/2026 | Advisortrust Partners LLC | 151 | $31K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Assetmark Inc. | 1,282,644 | $263.97M | 0.5% | +4.9% | 1.026% | |
| 5/6/2026 | Gould Asset Management LLC CA | 35,531 | $7.31M | 1.3% | +0.2% | 0.028% | |
| 5/6/2026 | Bessemer Group Inc. | 81,180 | $16.71M | 0.0% | -4.0% | 0.065% | |
| 5/6/2026 | Independent Financial Group LLC | 5,497 | $1.13M | 0.0% | N/A | 0.004% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 3,065 | $631K | 0.0% | -2.2% | 0.002% | |
| 5/6/2026 | Birchwood Financial Partners Inc. | 10,258 | $2.11M | 2.0% | +11.7% | 0.008% | |
| 5/5/2026 | Wealthfront Advisers LLC | 3,318,175 | $682.88M | 1.5% | -2.3% | 2.655% | |
| 5/5/2026 | D.A. Davidson & CO. | 64,024 | $13.18M | 0.1% | -20.6% | 0.051% | |
| 5/5/2026 | Bank of New York Mellon Corp | 59,209 | $12.19M | 0.0% | +1.4% | 0.047% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 26,346 | $5.42M | 0.1% | +28.7% | 0.021% | |
| 5/5/2026 | Sanctuary Advisors LLC | 12,017 | $2.47M | 0.0% | +9.7% | 0.010% | |
| 5/5/2026 | Nwam LLC | 1,357 | $279K | 0.0% | N/A | 0.001% | |
| 5/5/2026 | Broadview Financial Management LLC | 1,143 | $235K | 0.2% | -4.2% | 0.001% | |
| 5/4/2026 | Summit Wealth Group LLC | 79,809 | $16.43M | 3.8% | +1.7% | 0.064% | |
| 5/4/2026 | AMG National Trust Bank | 5,972 | $1.23M | 0.0% | +171.3% | 0.005% | |
| 5/4/2026 | Retirement Planning Group LLC | 31,254 | $6.43M | 0.2% | -5.9% | 0.025% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,504 | $721K | 0.0% | +15.7% | 0.003% | |
| 5/4/2026 | Bleakley Financial Group LLC | 42,444 | $8.74M | 0.1% | +13.7% | 0.034% | |
| 5/4/2026 | Archer Investment Corp | 2,495 | $513K | 0.1% | -28.7% | 0.002% | |
| 5/4/2026 | HBW Advisory Services LLC | 15,128 | $3.11M | 0.3% | -2.9% | 0.012% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 1,109 | $251K | 0.0% | N/A | 0.001% | |
| 5/4/2026 | Lincoln National Corp | 168,810 | $34.74M | 1.0% | -1.1% | 0.135% | |
| 5/4/2026 | Procyon Advisors LLC | 73,386 | $15.10M | 0.2% | +13.0% | 0.059% | |
| 5/2/2026 | Global Assets Advisory LLC | 470 | $97K | 0.0% | -68.9% | 0.000% | |
| 5/2/2026 | International Assets Investment Management LLC | 4,074 | $844K | 0.0% | +1.4% | 0.003% | |
| 5/2/2026 | Associated Banc Corp | 10,682 | $2.20M | 0.1% | +44.8% | 0.009% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 10,868 | $2.24M | 0.4% | -1.3% | 0.009% | |
| 5/2/2026 | Diversify Wealth Management LLC | 1,179 | $262K | 0.0% | N/A | 0.001% | |
| 5/2/2026 | Valmark Advisers Inc. | 147,152 | $30.28M | 0.4% | +4.4% | 0.118% | |
| 5/1/2026 | Luminvest Wealth Management LLC | 37,527 | $7.88M | 2.1% | +1.7% | 0.030% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 1,420 | $292K | 0.0% | N/A | 0.001% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 22,399 | $4.61M | 0.1% | -2.5% | 0.018% | |
| 5/1/2026 | Midwest Trust Co | 3,459 | $712K | 0.0% | -5.6% | 0.003% | |
| 5/1/2026 | Fifth Third Bancorp | 1,404,888 | $289.13M | 0.5% | +0.8% | 1.124% | |
| 5/1/2026 | Sovran Advisors LLC | 1,406 | $318K | 0.0% | N/A | 0.001% | |
| 5/1/2026 | BCR Wealth Strategies LLC | 3,624 | $745K | 0.2% | -2.6% | 0.003% | |
| 5/1/2026 | Van Cleef Asset Management Inc | 348,657 | $71.75M | 7.7% | -0.1% | 0.279% | |
| 5/1/2026 | Beacon Harbor Wealth Advisors Inc. | 131,719 | $27.11M | 5.7% | +2.1% | 0.105% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 3,251 | $669K | 0.0% | +7.6% | 0.003% | |
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| 4/30/2026 | Millstone Evans Group LLC | 1,658 | $341K | 0.2% | N/A | 0.001% | |
| 4/30/2026 | Kestra Advisory Services LLC | 61,597 | $12.68M | 0.0% | +3.4% | 0.049% | |
| 4/30/2026 | Money Concepts Capital Corp | 3,380 | $696K | 0.0% | -81.4% | 0.003% | |
| 4/29/2026 | Golden Road Advisors LLC | 5,038 | $1.04M | 0.6% | +3.6% | 0.004% | |
| 4/29/2026 | Brighton Securities CORP. | 68,263 | $14.05M | 6.8% | -1.1% | 0.055% | |
| 4/29/2026 | Fee Only Financial Planning L.C. | 10,520 | $2.17M | 1.3% | -6.0% | 0.008% | |
| 4/29/2026 | Advance Capital Management Inc. | 4,374 | $900K | 0.0% | -13.1% | 0.003% | |
| 4/29/2026 | Downshift Financial LLC | 1,854 | $414K | 0.2% | +6.9% | 0.001% | |
| 4/29/2026 | Sage Rhino Capital LLC | 6,307 | $1.30M | 0.2% | +2.4% | 0.005% | |
| 4/29/2026 | Family CFO Inc | 14,472 | $2.98M | 1.3% | -4.0% | 0.012% | |