| 6/3/2026 | Parallel Advisors LLC | 12,505 | $531K | 0.0% | +163.3% | 0.007% | |
| 5/29/2026 | Immaculate Wealth Management LLC | 27,321 | $1.16M | 9.2% | N/A | 0.016% | |
| 5/19/2026 | Arkadios Wealth Advisors | 17,029 | $724K | 0.0% | +46.8% | 0.010% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 118,144 | $5.02M | 0.2% | +49.3% | 0.070% | |
| 5/7/2026 | Parallel Advisors LLC | 12,505 | $531K | 0.0% | +163.3% | 0.007% | |
| 5/7/2026 | Vision Retirement LLC | 752 | $32K | 0.0% | -28.2% | 0.000% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 218,230 | $9.27M | 0.9% | +7.5% | 0.130% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 110,171 | $4.87M | 0.7% | -0.4% | 0.065% | |
| 5/6/2026 | Bessemer Group Inc. | 1,186 | $50K | 0.0% | +39.9% | 0.001% | |
| 5/5/2026 | Bank of New York Mellon Corp | 255,080 | $10.84M | 0.0% | -7.7% | 0.151% | |
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| 5/1/2026 | Osprey Private Wealth LLC | 30,700 | $1.31M | 0.4% | -11.4% | 0.018% | |
| 4/28/2026 | Ascentis Independent Advisors | 49,439 | $2.10M | 0.2% | +21.8% | 0.029% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 77,945 | $3.31M | 0.0% | -1.4% | 0.046% | |
| 4/21/2026 | MRWM Advisors LLC | 35,783 | $1.52M | 0.8% | -3.2% | 0.021% | |
| 4/17/2026 | AdvisorNet Financial Inc | 68,543 | $2.91M | 0.2% | -3.4% | 0.041% | |
| 2/20/2026 | Sunbelt Securities Inc. | 1,206 | $50K | 0.0% | -38.0% | 0.001% | |
| 2/18/2026 | NewEdge Advisors LLC | 34,514 | $1.43M | 0.0% | -23.5% | 0.020% | |
| 2/18/2026 | Tudor Investment Corp ET AL | 24,932 | $1.03M | 0.0% | +156.2% | 0.015% | |
| 2/18/2026 | IHT Wealth Management LLC | 83,644 | $3.46M | 0.1% | +1.4% | 0.050% | |
| 2/17/2026 | Advisory Services Network LLC | 43,067 | $1.78M | 0.0% | +2.7% | 0.026% | |
| 2/17/2026 | Captrust Financial Advisors | 7,775 | $322K | 0.0% | +4.5% | 0.005% | |
| 2/16/2026 | Icon Wealth Advisors LLC | 15,558 | $644K | 0.0% | -4.4% | 0.009% | |
| 2/13/2026 | Arkadios Wealth Advisors | 11,602 | $480K | 0.0% | +5.0% | 0.007% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 23,378 | $967K | 0.0% | -55.8% | 0.014% | |
| 2/13/2026 | Golden State Wealth Management LLC | 7,295 | $302K | 0.0% | -22.7% | 0.004% | |
| 2/12/2026 | Mosley Wealth Management | 5,758 | $235K | 0.1% | N/A | 0.003% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 79,066 | $3.27M | 0.0% | +0.6% | 0.047% | |
| 2/11/2026 | TIAA Trust National Association | 291,014 | $12.04M | 0.0% | -28.9% | 0.173% | |
| 2/11/2026 | JPMorgan Chase & Co. | 4,358,608 | $180.27M | 0.0% | -14.0% | 2.587% | |
| 2/11/2026 | Crescent Grove Advisors LLC | 202,951 | $8.39M | 0.8% | +28.5% | 0.120% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 97,209 | $4.02M | 0.2% | -2.9% | 0.058% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 79,142 | $3.27M | 0.1% | +304.0% | 0.047% | |
| 2/5/2026 | Park Square Financial Group LLC | 6,443 | $266K | 1.4% | -19.5% | 0.004% | |
| 2/5/2026 | Western Wealth Management LLC | 10,668 | $441K | 0.0% | +8.7% | 0.006% | |
| 2/4/2026 | Hirtle Callaghan & Co LLC | 24,199 | $1.00M | 0.0% | N/A | 0.014% | |
| 2/4/2026 | Osprey Private Wealth LLC | 34,655 | $1.43M | 0.4% | N/A | 0.021% | |
| 2/3/2026 | BOKF NA | 440,088 | $18.20M | 0.3% | +2.7% | 0.261% | |
| 2/2/2026 | Millstone Evans Group LLC | 707 | $29K | 0.0% | N/A | 0.000% | |
| 2/2/2026 | CX Institutional | 228,028 | $9.43M | 0.3% | -2.3% | 0.135% | |
| 2/2/2026 | Cornerstone Planning Group LLC | 110,655 | $4.71M | 0.7% | +4.8% | 0.066% | |
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| 1/30/2026 | Strategic Blueprint LLC | 16,208 | $670K | 0.0% | -32.1% | 0.010% | |
| 1/26/2026 | Private Trust Co. NA | 670 | $28K | 0.0% | +135.9% | 0.000% | |
| 1/23/2026 | Farther Finance Advisors LLC | 222,781 | $9.21M | 0.1% | +3.1% | 0.132% | |
| 1/23/2026 | Fifth Third Securities Inc. | 21,808 | $902K | 0.1% | +33.1% | 0.013% | |
| 1/21/2026 | Prime Capital Investment Advisors LLC | 327,606 | $13.55M | 0.2% | -7.1% | 0.194% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 10,412 | $431K | 0.0% | N/A | 0.006% | |
| 1/15/2026 | Burns Matteson Capital Management LLC | 91,148 | $3.77M | 1.1% | +3.1% | 0.054% | |
| 1/14/2026 | Nova Wealth Management Inc. | 25,417 | $1.05M | 0.7% | +52.3% | 0.015% | |
| 1/13/2026 | CoreCap Advisors LLC | 4,090 | $169K | 0.0% | -13.6% | 0.002% | |
| 1/7/2026 | VERITY Wealth Advisors | 72,685 | $3.01M | 1.9% | +0.8% | 0.043% | |
| 1/5/2026 | Noble Wealth Management PBC | 750 | $31K | 0.0% | -50.0% | 0.000% | |
| 1/5/2026 | Burkett Financial Services LLC | 27,414 | $1.13M | 0.4% | -2.2% | 0.016% | |
| 1/1/2026 | Tudor Investment Corp ET AL | 9,731 | $385K | 0.0% | -61.2% | 0.006% | |
| 12/23/2025 | Triumph Capital Management | 1,243 | $49K | 0.0% | N/A | 0.001% | |
| 12/9/2025 | Tudor Investment Corp ET AL | 9,731 | $385K | 0.0% | -61.2% | 0.006% | |
| 12/2/2025 | IFP Advisors Inc | 3,935 | $160K | 0.0% | -75.7% | 0.002% | |
| 11/26/2025 | Vermillion & White Wealth Management Group LLC | 804 | $32K | 0.0% | -98.9% | 0.000% | |
| 11/19/2025 | Sunbelt Securities Inc. | 1,944 | $77K | 0.0% | +5,154.1% | 0.001% | |
| 11/17/2025 | Keystone Financial Group | 9,246 | $366K | 0.0% | -94.9% | 0.005% | |
| 11/17/2025 | NewEdge Advisors LLC | 45,135 | $1.79M | 0.0% | -68.0% | 0.027% | |
| 11/17/2025 | Triumph Capital Management | 1,243 | $49K | 0.0% | N/A | 0.001% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 3,829,421 | $151.68M | 1.1% | -2.7% | 2.273% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 52,914 | $2.10M | 0.0% | -37.1% | 0.031% | |
| 11/17/2025 | Flow Traders U.S. LLC | 393,953 | $15.60M | 0.6% | -0.6% | 0.234% | |
| 11/17/2025 | Ameriprise Financial Inc. | 5,745,127 | $227.67M | 0.1% | -13.2% | 3.410% | |
| 11/13/2025 | BOKF NA | 428,583 | $16.98M | 0.3% | +2.7% | 0.254% | |
| 11/12/2025 | Park Square Financial Group LLC | 8,004 | $317K | 1.4% | -48.8% | 0.005% | |
| 11/12/2025 | TIAA Trust National Association | 409,270 | $16.21M | 0.0% | -56.3% | 0.243% | |
| 11/10/2025 | Colonial Trust Advisors | 5,000 | $198K | 0.0% | -6.7% | 0.003% | |
| 11/10/2025 | Thoroughbred Financial Services LLC | 100,077 | $3.96M | 0.2% | +8.3% | 0.059% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 19,592 | $776K | 0.0% | +1,953.7% | 0.012% | |
| 11/7/2025 | JPMorgan Chase & Co. | 5,066,641 | $200.69M | 0.0% | -19.3% | 3.007% | |
| 11/5/2025 | Prime Capital Investment Advisors LLC | 352,476 | $13.96M | 0.2% | -2.3% | 0.209% | |
| 11/4/2025 | Cornerstone Planning Group LLC | 105,564 | $4.33M | 0.5% | -1.0% | 0.063% | |
| 11/4/2025 | Jones Financial Companies Lllp | 208,246 | $8.22M | 0.0% | +34.1% | 0.124% | |
| 11/3/2025 | Golden State Wealth Management LLC | 9,435 | $374K | 0.0% | -9.5% | 0.006% | |
| 11/3/2025 | GPS Wealth Strategies Group LLC | 1,127 | $45K | 0.0% | +241.5% | 0.001% | |
| 10/31/2025 | Partners Capital Investment Group LLP | 3,334,727 | $132.09M | 5.3% | +4.5% | 1.979% | |
| 10/29/2025 | Arkadios Wealth Advisors | 11,047 | $438K | 0.0% | -5.9% | 0.007% | |
| 10/23/2025 | Venturi Wealth Management LLC | 12,000 | $475K | 0.0% | +15.3% | 0.007% | |
| 10/23/2025 | CX Institutional | 233,308 | $9.24M | 0.3% | +511.5% | 0.138% | |
| 10/23/2025 | Strategic Blueprint LLC | 23,879 | $946K | 0.0% | +3.2% | 0.014% | |
| 10/22/2025 | CoreCap Advisors LLC | 4,732 | $187K | 0.0% | -5.5% | 0.003% | |
| 10/17/2025 | VERITY Wealth Advisors | 72,104 | $2.86M | 1.8% | +0.8% | 0.043% | |
| 10/16/2025 | Burns Matteson Capital Management LLC | 88,391 | $3.50M | 1.2% | +40.1% | 0.052% | |
| 10/15/2025 | Future Financial Wealth Managment LLC | 114,076 | $4.52M | 2.8% | +2.1% | 0.068% | |
| 10/14/2025 | Farther Finance Advisors LLC | 216,109 | $8.56M | 0.1% | -20.1% | 0.128% | |
| 10/10/2025 | Fifth Third Securities Inc. | 16,380 | $649K | 0.0% | +21.9% | 0.010% | |
| 10/9/2025 | AdvisorNet Financial Inc | 73,503 | $2.91M | 0.2% | -30.1% | 0.044% | |
| 10/7/2025 | Nova Wealth Management Inc. | 16,685 | $661K | 0.5% | -3.1% | 0.010% | |
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| 9/12/2025 | Valeo Financial Advisors LLC | 433,765 | $16.47M | 0.4% | -10.2% | 0.257% | |
| 8/15/2025 | IHT Wealth Management LLC | 84,876 | $3.22M | 0.1% | -5.4% | 0.050% | |
| 8/15/2025 | Ameriprise Financial Inc. | 6,618,320 | $251.24M | 0.1% | +14.7% | 3.928% | |
| 8/14/2025 | NewEdge Advisors LLC | 141,189 | $5.36M | 0.0% | -76.7% | 0.084% | |
| 8/13/2025 | Flow Traders U.S. LLC | 396,139 | $15.04M | 0.6% | N/A | 0.235% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 954 | $36K | 0.0% | -77.5% | 0.001% | |
| 8/13/2025 | Colonial Trust Advisors | 5,358 | $203K | 0.0% | -29.1% | 0.003% | |
| 8/13/2025 | Vermillion & White Wealth Management Group LLC | 75,231 | $2.86M | 1.9% | -51.0% | 0.045% | |
| 8/12/2025 | Titleist Asset Management LLC | 116,593 | $4.43M | 0.4% | -0.5% | 0.069% | |
| 8/12/2025 | JPMorgan Chase & Co. | 6,275,245 | $238.21M | 0.0% | -28.2% | 3.724% | |