| 5/19/2026 | Sonoma Allocations LLC | 15,206 | $636K | 0.2% | N/A | 0.087% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 20,408 | $902K | 0.4% | -3.5% | 0.117% | |
| 5/18/2026 | Royal Bank of Canada | 10,086 | $419K | 0.0% | +4.3% | 0.058% | |
| 5/14/2026 | Sei Investments Co. | 14,939,112 | $620.87M | 0.6% | +1.2% | 85.366% | |
| 5/13/2026 | Cetera Investment Advisers | 7,828 | $325K | 0.0% | +42.5% | 0.045% | |
| 5/6/2026 | Aire Advisors LLC | 4,814 | $200K | 0.0% | N/A | 0.028% | |
| 5/6/2026 | Independent Financial Group LLC | 5,442 | $226K | 0.0% | N/A | 0.031% | |
| 5/4/2026 | Uptick Partners LLC | 12,035 | $500K | 0.1% | N/A | 0.069% | |
| 4/30/2026 | Whipplewood Advisors LLC | 3,601 | $150K | 0.1% | +372.0% | 0.021% | |
| 4/30/2026 | WPG Advisers LLC | 4,286 | $178K | 0.1% | -14.3% | 0.024% | |
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| 4/29/2026 | K2 Financial Inc. | 116,567 | $5.13M | 3.5% | +0.3% | 0.666% | |
| 4/21/2026 | Independent Wealth Network Inc. | 5,727 | $238K | 0.1% | +5.0% | 0.033% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 2,482 | $103K | 0.0% | -31.6% | 0.014% | |
| 4/20/2026 | Apella Capital LLC | 37,875 | $1.67M | 0.0% | -1.7% | 0.216% | |
| 4/17/2026 | Stewardship Advisors LLC | 24,657 | $1.03M | 0.2% | +3.2% | 0.141% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 276,741 | $11.49M | 0.1% | -2.1% | 1.581% | |
| 2/18/2026 | NewEdge Advisors LLC | 57,700 | $2.40M | 0.0% | -1.7% | 0.330% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 51,602 | $2.14M | 0.2% | -15.1% | 0.295% | |
| 2/17/2026 | Cetera Investment Advisers | 5,492 | $228K | 0.0% | N/A | 0.031% | |
| 2/17/2026 | Osaic Holdings Inc. | 552,736 | $22.94M | 0.0% | +826.7% | 3.158% | |
| 2/17/2026 | Royal Bank of Canada | 9,674 | $401K | 0.0% | -11.1% | 0.055% | |
| 2/17/2026 | Silver Grove Financial Group Inc. | 2,667 | $111K | 0.1% | N/A | 0.015% | |
| 2/17/2026 | Stark Wealth Management LLC | 59,765 | $2.48M | 8.8% | N/A | 0.342% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,202 | $50K | 0.0% | N/A | 0.007% | |
| 2/12/2026 | Compass Capital Corp MA ADV | 31,798 | $1.38M | 0.5% | -2.8% | 0.182% | |
| 2/12/2026 | Principal Securities Inc. | 16,881 | $701K | 0.0% | -3.6% | 0.096% | |
| 2/10/2026 | Calton & Associates Inc. | 6,915 | $287K | 0.0% | -49.7% | 0.040% | |
| 2/6/2026 | Global Retirement Partners LLC | 75,188 | $3.12M | 0.1% | N/A | 0.430% | |
| 2/6/2026 | Csenge Advisory Group | 70,737 | $2.94M | 0.1% | +4.8% | 0.404% | |
| 2/4/2026 | Moneco Advisors LLC | 5,029 | $209K | 0.0% | N/A | 0.029% | |
| 2/4/2026 | Summit Wealth Group LLC Co. | 2,203,137 | $91.43M | 12.1% | N/A | 12.589% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 50,647 | $2.10M | 0.1% | N/A | 0.289% | |
| 2/2/2026 | Truist Financial Corp | 289,955 | $12.03M | 0.0% | -2.2% | 1.657% | |
| 2/2/2026 | FSA Advisors Inc. | 117,905 | $4.89M | 0.9% | N/A | 0.674% | |
| 1/30/2026 | Exencial Wealth Advisors LLC | 51,578 | $2.14M | 0.1% | -14.2% | 0.295% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 11,904 | $494K | 0.0% | -4.2% | 0.068% | |
| 1/29/2026 | TBH Global Asset Management LLC | 33,592 | $1.39M | 0.2% | N/A | 0.192% | |
| 1/28/2026 | Diversified Enterprises LLC | 47,484 | $1.97M | 0.1% | +87.1% | 0.271% | |
| 1/28/2026 | WPG Advisers LLC | 5,001 | $208K | 0.2% | -7.0% | 0.029% | |
| 1/28/2026 | Morton Brown Family Wealth LLC | 1,108 | $46K | 0.0% | N/A | 0.006% | |
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| 1/26/2026 | Merit Financial Group LLC | 105,043 | $4.36M | 0.0% | -0.5% | 0.600% | |
| 1/26/2026 | Independent Wealth Network Inc. | 5,452 | $226K | 0.1% | N/A | 0.031% | |
| 1/26/2026 | United Advisor Group LLC | 41,160 | $1.71M | 0.2% | +6.1% | 0.235% | |
| 1/22/2026 | K2 Financial Inc. | 116,178 | $4.90M | 3.8% | -3.1% | 0.664% | |
| 1/21/2026 | Petra Financial Advisors Inc. | 36,063 | $1.50M | 0.9% | +1.7% | 0.206% | |
| 1/21/2026 | Apella Capital LLC | 38,533 | $1.60M | 0.0% | +14.7% | 0.220% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 18,207 | $756K | 0.0% | -9.9% | 0.104% | |
| 1/16/2026 | Perigon Wealth Management LLC | 36,828 | $1.53M | 0.0% | +9.5% | 0.210% | |
| 1/15/2026 | Stewardship Advisors LLC | 23,882 | $991K | 0.2% | +1.1% | 0.136% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 3,629 | $152K | 0.0% | N/A | 0.021% | |
| 1/14/2026 | Accurate Wealth Management LLC | 5,513 | $232K | 0.0% | -25.1% | 0.032% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 110,078 | $4.67M | 0.0% | +4.5% | 0.629% | |
| 1/7/2026 | Yeomans Consulting Group Inc. | 85,421 | $3.55M | 1.0% | N/A | 0.488% | |
| 1/5/2026 | Park Avenue Securities LLC | 4,947 | $205K | 0.0% | N/A | 0.028% | |
| 11/17/2025 | NewEdge Advisors LLC | 58,684 | $2.28M | 0.0% | +17.9% | 0.335% | |
| 11/17/2025 | Turning Point Benefit Group Inc. | 2,155 | $84K | 0.1% | N/A | 0.012% | |
| 11/17/2025 | Susquehanna International Group LLP | 17,546 | $683K | 0.0% | +18.4% | 0.100% | |
| 11/17/2025 | Larson Financial Group LLC | 2,573 | $100K | 0.0% | N/A | 0.015% | |
| 11/17/2025 | Citadel Advisors LLC | 15,450 | $601K | 0.0% | N/A | 0.088% | |
| 11/14/2025 | Binnacle Investments Inc | 7,989 | $311K | 0.2% | +9.2% | 0.046% | |
| 11/13/2025 | Sei Investments Co. | 15,098,907 | $587.35M | 0.6% | +21.8% | 86.279% | |
| 11/7/2025 | Petra Financial Advisors Inc. | 35,455 | $1.38M | 0.8% | +8.8% | 0.203% | |
| 11/7/2025 | Calton & Associates Inc. | 13,757 | $535K | 0.1% | N/A | 0.079% | |
| 11/6/2025 | Assetmark Inc. | 1,009 | $39K | 0.0% | +46.9% | 0.006% | |
| 11/6/2025 | Whipplewood Advisors LLC | 724 | $28K | 0.0% | -91.5% | 0.004% | |
| 11/6/2025 | Lynx Investment Advisory | 19,596 | $762K | 0.5% | +19.9% | 0.112% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 20,210 | $786K | 0.0% | N/A | 0.115% | |
| 11/6/2025 | LexAurum Advisors LLC | 7,377 | $287K | 0.0% | +20.4% | 0.042% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 317,748 | $12.36M | 0.0% | +18.1% | 1.816% | |
| 11/3/2025 | Cahill Financial Advisors Inc. | 60,751 | $2.36M | 0.3% | +16.5% | 0.347% | |
| 11/3/2025 | Truist Financial Corp | 296,435 | $11.53M | 0.0% | +18.2% | 1.694% | |
| 10/29/2025 | Stewardship Advisors LLC | 23,624 | $919K | 0.2% | +39.3% | 0.135% | |
| 10/29/2025 | WPG Advisers LLC | 5,379 | $209K | 0.2% | +18.6% | 0.031% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 105,315 | $4.09M | 0.0% | +26.4% | 0.602% | |
| 10/28/2025 | Csenge Advisory Group | 67,514 | $2.63M | 0.1% | +31.7% | 0.386% | |
| 10/27/2025 | Exencial Wealth Advisors LLC | 60,092 | $2.34M | 0.1% | +30.2% | 0.343% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 12,427 | $483K | 0.0% | +61.6% | 0.071% | |
| 10/20/2025 | Accurate Wealth Management LLC | 7,359 | $284K | 0.0% | +21.5% | 0.042% | |
| 10/20/2025 | Merit Financial Group LLC | 105,611 | $4.11M | 0.0% | +27.9% | 0.603% | |
| 10/17/2025 | Perigon Wealth Management LLC | 33,637 | $1.31M | 0.0% | +19.9% | 0.192% | |
| 10/17/2025 | Apella Capital LLC | 33,587 | $1.28M | 0.0% | N/A | 0.192% | |
| 10/16/2025 | K2 Financial Inc. | 119,877 | $4.58M | 3.7% | +22.3% | 0.685% | |
| 10/10/2025 | Diversified Enterprises LLC | 25,373 | $987K | 0.1% | +11.0% | 0.145% | |
| 9/4/2025 | Osaic Holdings Inc. | 30,899 | $1.10M | 0.0% | -56.9% | 0.177% | |
| 8/28/2025 | Stark Wealth Management LLC | 22,945 | $819K | 1.1% | N/A | 0.131% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 106,589 | $3.80M | 0.1% | -1.9% | 0.609% | |
| 8/15/2025 | Binnacle Investments Inc | 7,316 | $261K | 0.2% | +63.6% | 0.042% | |
| 8/14/2025 | Sei Investments Co. | 12,394,373 | $442.36M | 0.5% | +0.8% | 70.825% | |
| 8/14/2025 | NewEdge Advisors LLC | 49,759 | $1.78M | 0.0% | +2.1% | 0.284% | |
| 8/11/2025 | United Advisor Group LLC | 33,326 | $1.19M | 0.2% | +180.2% | 0.190% | |
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| 8/8/2025 | Cetera Investment Advisers | 6,130 | $219K | 0.0% | N/A | 0.035% | |
| 8/7/2025 | Cahill Financial Advisors Inc. | 52,126 | $1.86M | 0.2% | -11.4% | 0.298% | |
| 8/6/2025 | S&T Bank PA | 205,051 | $7.32M | 2.2% | +1,704.1% | 1.172% | |
| 8/6/2025 | Csenge Advisory Group | 51,257 | $1.75M | 0.1% | +5.4% | 0.293% | |
| 8/1/2025 | Petra Financial Advisors Inc. | 32,575 | $1.16M | 0.7% | +1.6% | 0.186% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 268,949 | $9.60M | 0.0% | -0.1% | 1.537% | |
| 7/31/2025 | Whipplewood Advisors LLC | 8,527 | $304K | 0.2% | +1,297.9% | 0.049% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 46,164 | $1.65M | 0.1% | -5.1% | 0.264% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 7,692 | $275K | 0.0% | N/A | 0.044% | |
| 7/18/2025 | Lynx Investment Advisory | 16,340 | $583K | 0.4% | +2.3% | 0.093% | |