| 6/3/2026 | NewEdge Advisors LLC | 207,553 | $4.86M | 0.0% | +13.8% | 1.634% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 138,381 | $3.24M | 0.4% | N/A | 1.090% | |
| 5/29/2026 | Asset Dedication LLC | 108,647 | $2.54M | 0.2% | -11.0% | 0.855% | |
| 5/22/2026 | Coastline Complete Wealth LLC | 166,667 | $3.90M | 2.4% | +132.9% | 1.312% | |
| 5/20/2026 | Hobbs Group Advisors LLC | 26,236 | $614K | 0.2% | +16.4% | 0.207% | |
| 5/19/2026 | Western Wealth Management LLC | 2,180 | $51K | 0.0% | N/A | 0.017% | |
| 5/19/2026 | Bank of America Corp DE | 292,733 | $6.85M | 0.0% | +13.8% | 2.305% | |
| 5/18/2026 | Royal Bank of Canada | 18,617 | $436K | 0.0% | -3.7% | 0.147% | |
| 5/13/2026 | Cetera Investment Advisers | 32,878 | $769K | 0.0% | +33.5% | 0.259% | |
| 5/5/2026 | Sanctuary Advisors LLC | 81,323 | $1.90M | 0.0% | -24.1% | 0.640% | |
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| 5/5/2026 | Avantax Planning Partners Inc. | 23,467 | $549K | 0.0% | +10.8% | 0.185% | |
| 5/2/2026 | Anchor Investment Management LLC | 27,200 | $636K | 0.1% | +81.3% | 0.214% | |
| 5/2/2026 | Arlington Capital Management Inc. | 11,618 | $272K | 0.2% | N/A | 0.091% | |
| 5/2/2026 | Carnegie Investment Counsel | 23,087 | $540K | 0.0% | N/A | 0.182% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 24,090 | $564K | 0.0% | -19.4% | 0.190% | |
| 4/29/2026 | Cvfg LLC | 9,413 | $220K | 0.0% | N/A | 0.074% | |
| 4/28/2026 | Kathmere Capital Management LLC | 210,878 | $4.93M | 0.3% | -8.8% | 1.660% | |
| 4/28/2026 | Ascentis Independent Advisors | 6,850 | $160K | 0.0% | N/A | 0.054% | |
| 4/27/2026 | PAX Financial Group LLC | 46,860 | $1.10M | 0.2% | -2.5% | 0.369% | |
| 4/27/2026 | Private Advisor Group LLC | 30,973 | $725K | 0.0% | +244.8% | 0.244% | |
| 4/24/2026 | Key Financial Inc | 146,720 | $3.43M | 0.6% | -29.4% | 1.155% | |
| 4/23/2026 | Foundry Financial Group Inc. | 9,824 | $230K | 0.1% | N/A | 0.077% | |
| 4/23/2026 | Members Wealth LLC | 17,350 | $407K | 0.2% | -10.9% | 0.137% | |
| 4/22/2026 | River Street Advisors LLC | 27,315 | $639K | 0.2% | +44.6% | 0.215% | |
| 4/21/2026 | OLD Second National Bank of Aurora | 15,117 | $354K | 0.1% | N/A | 0.119% | |
| 4/21/2026 | AA Financial Advisors LLC | 18,533 | $434K | 0.1% | +29.8% | 0.146% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 11,986 | $280K | 0.0% | N/A | 0.094% | |
| 4/17/2026 | Webster Bank N. A. | 34,075 | $797K | 0.1% | +33.2% | 0.268% | |
| 4/17/2026 | Clark Asset Management LLC | 80,083 | $1.87M | 0.2% | +23.7% | 0.636% | |
| 3/12/2026 | Farmers National Bank | 53,848 | $1.27M | 0.3% | +2.0% | 0.477% | |
| 2/26/2026 | Anchor Investment Management LLC | 15,000 | $352K | 0.0% | +100.0% | 0.133% | |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 36,402 | $860K | 0.2% | +310.2% | 0.322% | |
| 2/24/2026 | Coastline Complete Wealth LLC | 71,555 | $1.68M | 1.1% | N/A | 0.633% | |
| 2/19/2026 | Invesco Ltd. | 379,068 | $8.91M | 0.0% | +60.0% | 3.355% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 10,062 | $236K | 0.0% | -44.5% | 0.089% | |
| 2/18/2026 | Vermillion & White Wealth Management Group LLC | 29,415 | $693K | 0.4% | N/A | 0.260% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 10,415 | $245K | 0.0% | +16.9% | 0.092% | |
| 2/18/2026 | NewEdge Advisors LLC | 182,333 | $4.29M | 0.0% | +8.6% | 1.614% | |
| 2/18/2026 | VestGen Advisors LLC | 86,263 | $2.03M | 0.1% | -38.2% | 0.763% | |
| 2/17/2026 | Cetera Investment Advisers | 24,630 | $579K | 0.0% | +31.5% | 0.218% | |
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| 2/17/2026 | Osaic Holdings Inc. | 102,973 | $2.42M | 0.0% | +22.4% | 0.911% | |
| 2/17/2026 | Royal Bank of Canada | 19,342 | $455K | 0.0% | +11.0% | 0.171% | |
| 2/16/2026 | MML Investors Services LLC | 92,325 | $2.17M | 0.0% | +35.0% | 0.817% | |
| 2/16/2026 | Focus Partners Wealth | 108,401 | $2.55M | 0.0% | +7.8% | 0.959% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,901 | $92K | 0.0% | N/A | 0.035% | |
| 2/13/2026 | Jacobi Capital Management LLC | 18,182 | $427K | 0.0% | +21.4% | 0.161% | |
| 2/13/2026 | Stifel Financial Corp | 65,400 | $1.54M | 0.0% | +8.8% | 0.579% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 141,383 | $3.32M | 0.0% | +19.7% | 1.251% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 12,250 | $288K | 0.0% | N/A | 0.108% | |
| 2/13/2026 | Wells Fargo & Company MN | 174,410 | $4.10M | 0.0% | -31.8% | 1.543% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 197,624 | $4.64M | 0.0% | -25.1% | 1.749% | |
| 2/12/2026 | StoneX Group Inc. | 14,462 | $340K | 0.0% | -21.6% | 0.128% | |
| 2/12/2026 | Wagner Wealth Management Corp | 12,083 | $284K | 0.3% | N/A | 0.107% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 36,869 | $866K | 0.0% | +177.0% | 0.326% | |
| 2/11/2026 | Capital Analysts LLC | 6,625 | $156K | 0.0% | N/A | 0.059% | |
| 2/11/2026 | LPL Financial LLC | 478,530 | $11.25M | 0.0% | +12.0% | 4.235% | |
| 2/11/2026 | Cookson Peirce & Co. Inc. | 9,131 | $215K | 0.0% | N/A | 0.081% | |
| 2/11/2026 | First Command Advisory Services Inc. | 11,879 | $279K | 0.0% | -51.0% | 0.105% | |
| 2/11/2026 | Francis Financial Inc. | 8,524 | $200K | 0.0% | N/A | 0.075% | |
| 2/10/2026 | Lido Advisors LLC | 54,181 | $1.27M | 0.0% | -15.6% | 0.479% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 48,724 | $1.15M | 0.0% | +9.5% | 0.431% | |
| 2/9/2026 | Key Financial Inc | 207,875 | $4.89M | 0.9% | +16.1% | 1.840% | |
| 2/9/2026 | Clearstead Advisors LLC | 17,022 | $400K | 0.0% | +33.4% | 0.151% | |
| 2/6/2026 | Addison Advisors LLC | 26,355 | $619K | 0.1% | +2.2% | 0.233% | |
| 2/6/2026 | HighTower Advisors LLC | 117,134 | $2.75M | 0.0% | +101.5% | 1.037% | |
| 2/5/2026 | Hills Bank & Trust Co | 218,048 | $5.12M | 0.3% | +19.6% | 1.930% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 135,420 | $3.18M | 0.0% | +204.4% | 1.198% | |
| 2/5/2026 | PAX Financial Group LLC | 48,065 | $1.13M | 0.2% | N/A | 0.425% | |
| 2/5/2026 | Paulson Wealth Management Inc. | 40,788 | $959K | 0.2% | +6.1% | 0.361% | |
| 2/5/2026 | Avantax Planning Partners Inc. | 21,189 | $498K | 0.0% | N/A | 0.188% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 58,088 | $1.37M | 0.1% | +383.6% | 0.514% | |
| 2/4/2026 | Moneco Advisors LLC | 137,875 | $3.24M | 0.3% | +4.9% | 1.220% | |
| 2/4/2026 | Atlantic Union Bankshares Corp | 137,263 | $3.23M | 0.1% | N/A | 1.215% | |
| 2/4/2026 | Meridian Wealth Management LLC | 26,834 | $631K | 0.0% | +18.9% | 0.237% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 29,880 | $702K | 0.0% | N/A | 0.264% | |
| 2/2/2026 | Truist Financial Corp | 298,844 | $7.02M | 0.0% | +1.4% | 2.692% | |
| 2/2/2026 | AlphaStar Capital Management LLC | 39,729 | $934K | 0.1% | -11.6% | 0.358% | |
| 1/29/2026 | Howard Wealth Management LLC | 22,030 | $518K | 0.2% | +41.8% | 0.198% | |
| 1/29/2026 | UBS Group AG | 226,787 | $5.33M | 0.0% | +25.5% | 2.043% | |
| 1/29/2026 | Kickstand Ventures LLC. | 16,701 | $392K | 0.1% | +8.6% | 0.150% | |
| 1/29/2026 | Sanctuary Advisors LLC | 107,177 | $2.52M | 0.0% | +1.2% | 0.966% | |
| 1/28/2026 | Members Wealth LLC | 19,473 | $459K | 0.3% | +12.2% | 0.175% | |
| 1/27/2026 | Clark Asset Management LLC | 64,723 | $1.52M | 0.2% | +16.4% | 0.583% | |
| 1/26/2026 | Asset Dedication LLC | 122,008 | $2.87M | 0.2% | +22.6% | 1.099% | |
| 1/26/2026 | Private Trust Co. NA | 3,529 | $83K | 0.0% | +464.6% | 0.032% | |
| 1/26/2026 | Invariant Investment Management | 112,513 | $2.65M | 1.7% | N/A | 1.014% | |
| 1/23/2026 | Farther Finance Advisors LLC | 14,967 | $352K | 0.0% | +99.6% | 0.135% | |
| 1/23/2026 | Webster Bank N. A. | 25,575 | $601K | 0.1% | N/A | 0.230% | |
| 1/21/2026 | Landaas & Co. WI ADV | 23,736 | $558K | 0.1% | +70.1% | 0.218% | |
| 1/20/2026 | YANKCOM Partnership | 13,691 | $322K | 0.1% | -5.3% | 0.126% | |
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| 1/14/2026 | Accurate Wealth Management LLC | 30,660 | $723K | 0.1% | +214.8% | 0.284% | |
| 1/13/2026 | Kathmere Capital Management LLC | 231,189 | $5.43M | 0.4% | -2.7% | 2.141% | |
| 1/12/2026 | Central Valley Advisors LLC | 187,322 | $4.40M | 1.3% | +0.3% | 1.734% | |
| 1/12/2026 | Tlwm | 23,159 | $544K | 0.1% | N/A | 0.214% | |
| 1/9/2026 | Silverlake Wealth Management LLC | 13,700 | $322K | 0.1% | +15.6% | 0.127% | |
| 1/8/2026 | Legacy Private Trust Co. | 32,460 | $763K | 0.0% | +80.7% | 0.303% | |
| 1/7/2026 | Precedent Wealth Partners LLC | 158,066 | $3.72M | 0.8% | +8.0% | 1.477% | |
| 1/6/2026 | Avior Wealth Management LLC | 8,725 | $205K | 0.0% | -42.3% | 0.082% | |
| 1/5/2026 | Horizons Wealth Management | 21,537 | $506K | 0.3% | +7.4% | 0.201% | |
| 1/5/2026 | CGN Advisors LLC | 12,198 | $287K | 0.0% | -11.9% | 0.114% | |