| 7/1/2026 | Eastern Bank | 4,999 | $564K | 0.0% | -28.0% | 0.010% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 24,033 | $2.48M | 1.3% | N/A | 0.050% | |
| 6/3/2026 | NewEdge Advisors LLC | 333,683 | $34.49M | 0.1% | +7.4% | 0.691% | |
| 5/26/2026 | Glenmede Trust Co. NA | 800 | $83K | 0.0% | +700.0% | 0.002% | |
| 5/19/2026 | Western Wealth Management LLC | 24,327 | $2.52M | 0.1% | -12.3% | 0.050% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 55,327 | $5.72M | 4.1% | +9.1% | 0.115% | |
| 5/19/2026 | Sonoma Allocations LLC | 15,374 | $1.60M | 0.6% | -23.0% | 0.032% | |
| 5/19/2026 | NewEdge Advisors LLC | 185,650 | $19.19M | 0.4% | -40.3% | 0.384% | |
| 5/19/2026 | Bank of America Corp DE | 657,026 | $67.92M | 0.0% | +2.1% | 1.361% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 29,425 | $3.16M | 1.5% | +11.2% | 0.061% | |
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| 5/19/2026 | Centaurus Financial Inc. | 11,432 | $1.18M | 0.1% | +1.1% | 0.024% | |
| 5/18/2026 | Royal Bank of Canada | 241,792 | $24.99M | 0.0% | -2.5% | 0.501% | |
| 5/15/2026 | Cypress Capital Group | 3,570 | $369K | 0.0% | N/A | 0.007% | |
| 5/15/2026 | Everest Financial Group LLC | 156,169 | $16.14M | 2.7% | -3.4% | 0.323% | |
| 5/15/2026 | Waverly Advisors LLC | 27,762 | $2.87M | 0.0% | +0.4% | 0.057% | |
| 5/14/2026 | Modern Wealth Management LLC | 83,340 | $8.70M | 0.1% | -4.1% | 0.173% | |
| 5/14/2026 | Greenline Wealth Management LLC | 2,392 | $247K | 0.3% | -15.3% | 0.005% | |
| 5/13/2026 | Cetera Investment Advisers | 1,402,483 | $144.98M | 0.2% | +7.3% | 2.904% | |
| 5/13/2026 | Wealthspire Retirement LLC | 149,585 | $15.46M | 0.9% | +5.3% | 0.310% | |
| 5/13/2026 | NewEdge Wealth LLC | 76,894 | $7.95M | 0.1% | -3.4% | 0.159% | |
| 5/8/2026 | Pacific Sun Financial Corp | 11,454 | $1.18M | 0.6% | +4.6% | 0.024% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 439 | $45K | 0.0% | +45.4% | 0.001% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 92,178 | $9.53M | 2.7% | +11.7% | 0.191% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 2,672 | $276K | 0.0% | N/A | 0.006% | |
| 5/6/2026 | Simon Quick Advisors LLC | 3,797 | $392K | 0.0% | N/A | 0.008% | |
| 5/6/2026 | Independent Financial Group LLC | 15,140 | $1.57M | 0.0% | N/A | 0.031% | |
| 5/6/2026 | Dahring Cusmano LLC | 36,341 | $3.76M | 2.3% | -59.5% | 0.075% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 22,937 | $2.37M | 0.6% | -10.3% | 0.047% | |
| 5/5/2026 | Schwallier Wealth Management LLC | 3,874 | $401K | 0.3% | -3.7% | 0.008% | |
| 5/5/2026 | Journey Advisory Group LLC | 55,618 | $5.75M | 0.5% | +12.7% | 0.115% | |
| 5/5/2026 | NFSG Corp | 4,215 | $436K | 0.1% | -7.5% | 0.009% | |
| 5/5/2026 | Sigma Planning Corp | 32,455 | $3.36M | 0.1% | -4.6% | 0.067% | |
| 5/5/2026 | Nwam LLC | 3,969 | $410K | 0.0% | -6.4% | 0.008% | |
| 5/4/2026 | NBZ Investment Advisors LLC | 130,929 | $13.53M | 5.9% | +6.7% | 0.271% | |
| 5/4/2026 | Bleakley Financial Group LLC | 137,145 | $14.18M | 0.2% | +1.9% | 0.284% | |
| 5/4/2026 | Parr Mcknight Wealth Management Group LLC | 31,716 | $3.28M | 0.4% | N/A | 0.066% | |
| 5/1/2026 | Fifth Third Bancorp | 10,386 | $1.07M | 0.0% | N/A | 0.022% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 2,462 | $255K | 0.0% | -7.5% | 0.005% | |
| 4/30/2026 | Equitable Trust Co. | 332,378 | $34.36M | 1.6% | +0.8% | 0.688% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 14,109 | $1.51M | 0.4% | -1.5% | 0.029% | |
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| 4/30/2026 | Mason & Associates Inc | 33,738 | $3.39M | 0.7% | +9.5% | 0.070% | |
| 4/30/2026 | Pearl Planning LLC | 6,780 | $701K | 0.4% | -28.7% | 0.014% | |
| 4/30/2026 | Kestra Advisory Services LLC | 191,771 | $19.82M | 0.1% | +5.4% | 0.397% | |
| 4/30/2026 | Money Concepts Capital Corp | 6,094 | $630K | 0.0% | +4.9% | 0.013% | |
| 4/29/2026 | Sagace Wealth Management LLC | 35,158 | $3.63M | 2.4% | -1.6% | 0.073% | |
| 4/29/2026 | United Asset Strategies Inc. | 26,214 | $2.71M | 0.2% | -3.4% | 0.054% | |
| 4/29/2026 | Centerpoint Advisory Group | 31,784 | $3.29M | 2.5% | -2.3% | 0.066% | |
| 4/28/2026 | Westfuller Advisors LLC | 14,802 | $1.53M | 0.7% | -3.3% | 0.031% | |
| 4/28/2026 | Berger Financial Group Inc | 6,001 | $620K | 0.0% | -12.4% | 0.012% | |
| 4/28/2026 | Hunter Associates Investment Management LLC | 169,978 | $17.56M | 2.3% | +5.7% | 0.352% | |
| 4/27/2026 | Altus Wealth Group LLC | 96,877 | $10.01M | 4.1% | +9.8% | 0.201% | |
| 4/27/2026 | PFG Investments LLC | 7,756 | $802K | 0.0% | -13.9% | 0.016% | |
| 4/27/2026 | Baer Investment Advisory LLC | 6,454 | $667K | 0.1% | N/A | 0.013% | |
| 4/27/2026 | World Investment Advisors | 51,702 | $5.34M | 0.1% | -4.0% | 0.107% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 71,830 | $7.22M | 2.4% | +1.3% | 0.149% | |
| 4/27/2026 | Private Advisor Group LLC | 246,575 | $25.49M | 0.1% | +7.3% | 0.511% | |
| 4/25/2026 | Axis Wealth Partners LLC | 3,107 | $321K | 0.2% | -20.3% | 0.006% | |
| 4/25/2026 | Northwest Financial Advisors | 4,796 | $496K | 1.0% | +9.3% | 0.010% | |
| 4/25/2026 | KPP Advisory Services LLC | 183,355 | $18.95M | 2.8% | -3.1% | 0.379% | |
| 4/24/2026 | Root Financial Partners LLC | 283 | $29K | 0.0% | -62.2% | 0.001% | |
| 4/24/2026 | Family Investment Center Inc. | 19,567 | $2.02M | 0.4% | -86.3% | 0.040% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 15,103 | $1.56M | 0.1% | -6.3% | 0.031% | |
| 4/24/2026 | Lighthouse Wealth Management Inc. | 59,171 | $6.12M | 4.2% | -0.2% | 0.122% | |
| 4/23/2026 | Brown Miller Wealth Management LLC | 21,335 | $2.21M | 0.6% | +11.6% | 0.044% | |
| 4/23/2026 | Wiser Advisor Group LLC | 22,965 | $2.37M | 2.9% | +1.9% | 0.047% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 100,450 | $10.38M | 0.0% | +0.9% | 0.208% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 47,101 | $4.87M | 0.5% | +58.2% | 0.097% | |
| 4/22/2026 | Trilogy Capital Inc. | 206,884 | $21.39M | 0.9% | -33.5% | 0.426% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 24,212 | $2.50M | 2.1% | -2.9% | 0.050% | |
| 4/22/2026 | Narus Financial Partners LLC | 5,277 | $545K | 0.1% | +33.7% | 0.011% | |
| 4/22/2026 | Meridian Financial Advisors LLC | 5,989 | $619K | 0.3% | -5.8% | 0.012% | |
| 4/21/2026 | Corecam AG | 47,470 | $4.91M | 4.2% | -24.4% | 0.098% | |
| 4/21/2026 | OLD National Bancorp IN | 56,027 | $5.79M | 0.1% | N/A | 0.115% | |
| 4/21/2026 | Penobscot Wealth Management | 16,306 | $1.69M | 0.5% | -53.0% | 0.034% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 74,443 | $7.70M | 0.1% | +4.4% | 0.153% | |
| 4/20/2026 | RFG Advisory LLC | 35,489 | $3.67M | 0.1% | -5.5% | 0.073% | |
| 4/18/2026 | CENTRAL TRUST Co | 45,225 | $4.68M | 0.1% | -12.2% | 0.093% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 2,568 | $265K | 0.0% | -25.1% | 0.005% | |
| 4/17/2026 | AdvisorNet Financial Inc | 379 | $39K | 0.0% | -75.4% | 0.001% | |
| 4/16/2026 | CWC Advisors LLC. | 4,430 | $458K | 0.2% | +16.6% | 0.009% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 6,781 | $701K | 0.0% | +33.1% | 0.014% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 26,716 | $2.74M | 0.0% | +64.3% | 0.054% | |
| 3/13/2026 | World Investment Advisors | 53,834 | $5.51M | 0.1% | -3.8% | 0.109% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 8,895 | $911K | 0.7% | N/A | 0.018% | |
| 3/4/2026 | SHP Wealth Management | 324 | $33K | 0.0% | N/A | 0.001% | |
| 3/2/2026 | Corecam Pte. Ltd. | 129,470 | $13.26M | 6.9% | +21.7% | 0.262% | |
| 2/26/2026 | TD Capital Management LLC | 9,917 | $1.02M | 0.1% | -2.4% | 0.020% | |
| 2/23/2026 | Sonoma Allocations LLC | 19,977 | $2.13M | 0.7% | +1.8% | 0.040% | |
| 2/18/2026 | Ameriflex Group Inc. | 2,066 | $212K | 0.1% | -49.9% | 0.004% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 4,394 | $450K | 0.0% | +52.5% | 0.009% | |
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| 2/18/2026 | Corecam AG | 62,775 | $6.43M | 6.3% | N/A | 0.127% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 29,765 | $3.05M | 0.3% | -1.9% | 0.060% | |
| 2/18/2026 | Wealthspire Retirement LLC | 142,002 | $14.54M | 0.9% | +3.6% | 0.288% | |
| 2/18/2026 | SkyView Investment Advisors LLC | 21,759 | $2.23M | 0.3% | +3.5% | 0.044% | |
| 2/18/2026 | NewEdge Advisors LLC | 310,765 | $31.83M | 0.1% | +3.0% | 0.629% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 1,018 | $104K | 0.1% | N/A | 0.002% | |
| 2/18/2026 | Zacks Investment Management | 2,372 | $243K | 0.0% | N/A | 0.005% | |
| 2/18/2026 | Tudor Investment Corp ET AL | 69,192 | $7.09M | 0.0% | +76.2% | 0.140% | |
| 2/18/2026 | IHT Wealth Management LLC | 71,985 | $7.37M | 0.2% | -0.2% | 0.146% | |
| 2/18/2026 | Gotham Asset Management LLC | 49,307 | $5.05M | 0.0% | +9.0% | 0.100% | |