| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 11,723 | $691K | 0.0% | N/A | 0.006% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 5,089,117 | $299.85M | 0.0% | +24.5% | 2.576% | |
| 9/9/2026 | Tidal Investments LLC | 312,551 | $18.42M | 0.0% | N/A | 0.158% | |
| 9/9/2026 | IPG Investment Advisors LLC | 3,397 | $200K | 0.0% | N/A | 0.002% | |
| 9/9/2026 | Archford Capital Strategies LLC | 6,698 | $395K | 0.0% | +6.0% | 0.003% | |
| 9/9/2026 | Capital Analysts LLC | 11,461 | $675K | 0.0% | -10.0% | 0.006% | |
| 9/9/2026 | Capital Advantage Inc. | 128,370 | $7.56M | 0.9% | +8.4% | 0.065% | |
| 9/9/2026 | NorthRock Partners LLC | 62,520 | $3.68M | 0.1% | +7.8% | 0.032% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 75,832 | $4.47M | 0.0% | +111.0% | 0.038% | |
| 9/9/2026 | NewEdge Advisors LLC | 129,111 | $7.61M | 0.0% | +3.0% | 0.065% | |
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| 9/9/2026 | IFP Advisors Inc | 28,186 | $1.66M | 0.0% | -1.4% | 0.014% | |
| 9/9/2026 | Baird Financial Group Inc. | 62,115 | $3.66M | 0.0% | +0.4% | 0.031% | |
| 9/9/2026 | Stableford Capital II LLC | 10,370 | $611K | 0.2% | +5.7% | 0.005% | |
| 9/8/2026 | Ramsay Stattman Vela & Price Inc. | 3,620 | $213K | 0.0% | N/A | 0.002% | |
| 9/8/2026 | Allworth Financial LP | 99,925 | $5.89M | 0.0% | +9.9% | 0.051% | |
| 9/8/2026 | Waverly Advisors LLC | 8,350 | $492K | 0.0% | +4,413.5% | 0.004% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 1,000 | $59K | 0.0% | N/A | 0.001% | |
| 8/27/2026 | Corient Private Wealth LP | 17,453 | $1.03M | 0.0% | -37.2% | 0.009% | |
| 8/27/2026 | Tucker Asset Management LLC | 9,472 | $558K | 0.1% | +108.4% | 0.005% | |
| 8/24/2026 | Carlson Financial Inc. | 86,025 | $5.07M | 2.6% | +0.4% | 0.044% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 472,633 | $27.85M | 0.6% | +34.8% | 0.239% | |
| 8/23/2026 | Kintra Wealth LLC | 10,332 | $602K | 0.0% | +14.4% | 0.005% | |
| 8/23/2026 | PCG Wealth Advisors LLC | 41,346 | $2.44M | 0.5% | +3.8% | 0.021% | |
| 8/23/2026 | Yarger Wealth Strategies LLC | 3,596 | $204K | 0.1% | N/A | 0.002% | |
| 8/23/2026 | HB Wealth Management LLC | 7,547 | $445K | 0.0% | +30.8% | 0.004% | |
| 8/23/2026 | Nvest Financial LLC | 51,223 | $3.02M | 1.0% | +6.0% | 0.026% | |
| 8/22/2026 | Beacon Hill Wealth Management LTD. | 3,800 | $224K | 0.2% | N/A | 0.002% | |
| 8/22/2026 | Compass Financial Management LLC | 472 | $28K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | NBH Bank | 750 | $44K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Tenet Wealth Partners LLC | 103,461 | $5.95M | 4.4% | N/A | 0.052% | |
| 8/22/2026 | Markowski Investments | 1,750 | $103K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | Washington Growth Strategies LLC | 125,968 | $7.42M | 4.1% | -0.6% | 0.064% | |
| 8/22/2026 | Valued Retirements Inc. | 18,065 | $1.06M | 0.9% | +2.7% | 0.009% | |
| 8/22/2026 | Copley Financial Group Inc. | 135,421 | $7.98M | 3.9% | +2.3% | 0.069% | |
| 8/22/2026 | ZEGA Investments LLC | 50,616 | $2.98M | 0.3% | +57.0% | 0.026% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 28,311 | $1.67M | 0.0% | +57.7% | 0.014% | |
| 8/22/2026 | Premier Path Wealth Partners LLC | 3,712 | $219K | 0.0% | -9.2% | 0.002% | |
| 8/22/2026 | Kickstand Ventures LLC. | 27,259 | $1.61M | 0.3% | +5.3% | 0.014% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 48,920 | $2.88M | 0.0% | +19.7% | 0.025% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 37,403 | $2.20M | 0.4% | +3.8% | 0.019% | |
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| 8/21/2026 | Acorn Wealth Advisors LLC | 47,075 | $2.77M | 0.6% | +230.1% | 0.024% | |
| 8/21/2026 | Investors Research Corp | 194,312 | $11.45M | 2.1% | +0.2% | 0.098% | |
| 8/20/2026 | Nwam LLC | 23,852 | $1.41M | 0.1% | N/A | 0.012% | |
| 8/20/2026 | JNBA Financial Advisors | 20,737 | $1.35M | 0.1% | +1,788.6% | 0.010% | |
| 8/20/2026 | Strategic Advisors LLC | 7,526 | $443K | 0.1% | -21.8% | 0.004% | |
| 8/20/2026 | M Holdings Securities Inc. | 34,944 | $2.24M | 0.3% | N/A | 0.018% | |
| 8/20/2026 | Headlands Technologies LLC | 7,087 | $418K | 0.0% | N/A | 0.004% | |
| 8/12/2026 | Compass Financial Management LLC | 472 | $28K | 0.0% | N/A | 0.000% | |
| 7/10/2026 | Investors Research Corp | 194,312 | $11.45M | 2.0% | +0.2% | 0.098% | |
| 7/10/2026 | Accel Wealth Management | 18,663 | $1.10M | 0.2% | +18.8% | 0.009% | |
| 7/10/2026 | Peoples Bank KS | 3,655 | $215K | 0.2% | -9.8% | 0.002% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 211,492 | $12.46M | 0.2% | +3.5% | 0.107% | |
| 7/9/2026 | Key Client Fiduciary Advisors LLC | 38,828 | $2.29M | 0.7% | +3.2% | 0.020% | |
| 7/9/2026 | Finivi Inc. | 14,909 | $878K | 0.5% | -1.2% | 0.008% | |
| 7/9/2026 | Focus Financial Network Inc. | 48,304 | $2.85M | 0.1% | +20.3% | 0.024% | |
| 7/9/2026 | Allied Private Wealth LLC | 1,093 | $61K | 0.0% | N/A | 0.001% | |
| 7/8/2026 | MRA Advisory Group | 87,157 | $5.14M | 1.9% | -1.8% | 0.044% | |
| 7/8/2026 | Foresight Capital Management Advisors Inc. | 37,538 | $2.21M | 1.1% | -4.3% | 0.019% | |
| 7/8/2026 | First Heartland Consultants Inc. | 46,951 | $2.77M | 0.2% | +1.3% | 0.024% | |
| 7/8/2026 | Teamwork Financial Advisors LLC | 403,005 | $23.75M | 2.2% | +12.2% | 0.204% | |
| 7/8/2026 | Sonoma Allocations LLC | 28,422 | $1.66M | 0.6% | +67.1% | 0.014% | |
| 7/8/2026 | Cooper Financial Group | 576,388 | $33.96M | 2.8% | +4.5% | 0.292% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 12,148 | $716K | 0.1% | +58.2% | 0.006% | |
| 7/7/2026 | Mechanics Bank Trust Department | 9,833 | $579K | 0.1% | -3.6% | 0.005% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 19,685 | $1.16M | 0.0% | +4.0% | 0.010% | |
| 7/7/2026 | Willner & Heller LLC | 17,513 | $1.03M | 0.6% | +2.5% | 0.009% | |
| 7/7/2026 | GK Wealth Management LLC | 4,836 | $285K | 0.1% | N/A | 0.002% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 27,368 | $1.61M | 0.1% | -3.1% | 0.014% | |
| 7/7/2026 | City Center Advisors LLC | 5,304 | $313K | 0.3% | +4.6% | 0.003% | |
| 7/6/2026 | Stableford Capital II LLC | 10,370 | $611K | 0.2% | +5.7% | 0.005% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 11,730 | $691K | 0.1% | -27.0% | 0.006% | |
| 7/6/2026 | Private Client Services LLC | 5,082 | $299K | 0.1% | +26.3% | 0.003% | |
| 7/6/2026 | Trilogy Capital Inc. | 9,849 | $580K | 0.0% | +8.0% | 0.005% | |
| 7/2/2026 | CX Institutional | 158,718 | $9.35M | 0.3% | -2.1% | 0.080% | |
| 6/30/2026 | VectorGlobal IAG Inc. | 29,312 | $1.49M | 0.4% | N/A | 0.015% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 1,019 | $52K | 0.0% | +142.6% | 0.001% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 52,836 | $2.68M | 1.4% | N/A | 0.027% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 10,248 | $521K | 0.0% | +21.9% | 0.005% | |
| 6/3/2026 | Parallel Advisors LLC | 59,691 | $3.03M | 0.1% | +220.7% | 0.030% | |
| 6/3/2026 | NewEdge Advisors LLC | 125,347 | $6.37M | 0.0% | +5.0% | 0.063% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 5,800 | $327K | 0.0% | N/A | 0.003% | |
| 5/26/2026 | Axiom Investment Management LLC | 556 | $28K | 0.0% | N/A | 0.000% | |
| 5/20/2026 | Norris Financial Group LLC | 36,420 | $1.85M | 0.6% | N/A | 0.018% | |
| 5/19/2026 | Western Wealth Management LLC | 53,000 | $2.69M | 0.1% | +35.4% | 0.027% | |
| 5/19/2026 | Sonoma Allocations LLC | 17,013 | $875K | 0.3% | N/A | 0.009% | |
| 5/19/2026 | Eley Financial Management Inc | 5,315 | $270K | 0.1% | N/A | 0.003% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 25,296 | $1.41M | 0.8% | N/A | 0.013% | |
| 5/19/2026 | Bank of America Corp DE | 25,499,439 | $1.30B | 0.1% | +3.7% | 12.907% | |
| 5/19/2026 | Centaurus Financial Inc. | 26,616 | $1.35M | 0.1% | -14.4% | 0.013% | |
| 5/19/2026 | Arkadios Wealth Advisors | 40,656 | $2.07M | 0.0% | +76.7% | 0.021% | |
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| 5/19/2026 | Claris Financial LLC | 12,213 | $621K | 0.3% | +66.6% | 0.006% | |
| 5/18/2026 | Royal Bank of Canada | 1,610,656 | $81.84M | 0.0% | +8.1% | 0.815% | |
| 5/16/2026 | Quantinno Capital Management LP | 17,496 | $889K | 0.0% | +2.5% | 0.009% | |
| 5/16/2026 | Copley Financial Group Inc. | 132,333 | $6.72M | 4.1% | +5.2% | 0.067% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 9,761 | $496K | 0.0% | +88.8% | 0.005% | |
| 5/15/2026 | Ameraudi Asset Management Inc. | 8,519 | $433K | 0.2% | -39.8% | 0.004% | |
| 5/14/2026 | Renaissance Technologies LLC | 18,200 | $925K | 0.0% | N/A | 0.009% | |
| 5/14/2026 | Hilltop Holdings Inc. | 7,933 | $403K | 0.0% | -25.9% | 0.004% | |
| 5/14/2026 | Compound Planning Inc. | 8,092 | $411K | 0.0% | -12.8% | 0.004% | |
| 5/14/2026 | Modern Wealth Management LLC | 20,268 | $1.05M | 0.0% | N/A | 0.010% | |