| 9/9/2026 | Archford Capital Strategies LLC | 23,937 | $591K | 0.1% | +6.5% | 0.365% | |
| 9/2/2026 | Citadel Advisors LLC | 79,337 | $1.96M | 0.0% | N/A | 1.211% | |
| 8/20/2026 | RPg Family Wealth Advisory LLC | 15,260 | $377K | 0.1% | N/A | 0.233% | |
| 8/20/2026 | Risk Paradigm Group LLC | 15,260 | $377K | 0.3% | N/A | 0.233% | |
| 8/20/2026 | Headlands Technologies LLC | 4,691 | $116K | 0.0% | N/A | 0.072% | |
| 5/19/2026 | Bank of America Corp DE | 409,022 | $9.45M | 0.0% | -41.9% | 5.403% | |
| 5/18/2026 | Royal Bank of Canada | 27,231 | $629K | 0.0% | -17.3% | 0.360% | |
| 5/13/2026 | Cetera Investment Advisers | 14,014 | $324K | 0.0% | -83.6% | 0.185% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 18,273 | $422K | 0.0% | -7.7% | 0.241% | |
| 5/5/2026 | Wealthfront Advisers LLC | 17,712 | $409K | 0.0% | +11.0% | 0.234% | |
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| 5/5/2026 | Sherman Asset Management Inc. | 1,157 | $27K | 0.0% | N/A | 0.015% | |
| 5/5/2026 | Sanctuary Advisors LLC | 27,047 | $625K | 0.0% | -16.2% | 0.357% | |
| 4/27/2026 | Moran Wealth Management LLC | 89,744 | $2.07M | 0.1% | +71.2% | 1.186% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 4,327 | $127K | 0.0% | +15.0% | 0.052% | |
| 2/18/2026 | NewEdge Advisors LLC | 2,381 | $70K | 0.0% | +47.0% | 0.029% | |
| 2/17/2026 | Cetera Investment Advisers | 85,471 | $2.52M | 0.0% | +8.3% | 1.024% | |
| 2/17/2026 | GeoWealth Management LLC | 7,205 | $212K | 0.0% | -13.9% | 0.086% | |
| 2/17/2026 | Osaic Holdings Inc. | 11,219 | $331K | 0.0% | -16.1% | 0.134% | |
| 2/17/2026 | Royal Bank of Canada | 32,924 | $969K | 0.0% | -3.4% | 0.394% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,703 | $50K | 0.0% | N/A | 0.020% | |
| 2/13/2026 | CreativeOne Wealth LLC | 38,564 | $1.14M | 0.0% | +4.2% | 0.462% | |
| 2/13/2026 | J. Mark Nickell & Co. | 8,466 | $249K | 0.2% | N/A | 0.101% | |
| 2/13/2026 | Wells Fargo & Company MN | 87,976 | $2.59M | 0.0% | +7.6% | 1.054% | |
| 2/12/2026 | HRT Financial LP | 14,243 | $419K | 0.0% | +109.7% | 0.171% | |
| 2/12/2026 | Stelac Advisory Services LLC | 4,603 | $136K | 0.0% | -28.6% | 0.055% | |
| 2/12/2026 | Stamos Capital Partners L.P. | 65,569 | $1.93M | 0.3% | +101.7% | 0.785% | |
| 2/11/2026 | LPL Financial LLC | 298,280 | $8.78M | 0.0% | -8.6% | 3.572% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,196 | $35K | 0.0% | +75.9% | 0.014% | |
| 2/6/2026 | Northbridge Financial Group LLC | 9,143 | $269K | 0.1% | N/A | 0.109% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 19,806 | $583K | 0.0% | +2.2% | 0.237% | |
| 2/6/2026 | HighTower Advisors LLC | 33,203 | $977K | 0.0% | -1.3% | 0.398% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 96,312 | $2.83M | 0.0% | +14,063.5% | 1.153% | |
| 2/4/2026 | Legacy Financial Advisors Inc. | 11,355 | $334K | 0.0% | +28.8% | 0.136% | |
| 2/3/2026 | RFG Advisory LLC | 24,698 | $727K | 0.0% | +7.6% | 0.296% | |
| 1/30/2026 | Wealthfront Advisers LLC | 15,958 | $470K | 0.0% | -3.1% | 0.190% | |
| 1/29/2026 | UBS Group AG | 141,900 | $4.18M | 0.0% | -4.2% | 1.685% | |
| 1/29/2026 | Sanctuary Advisors LLC | 32,267 | $950K | 0.0% | +172.7% | 0.383% | |
| 1/28/2026 | APS Management Group Inc. | 10,483 | $309K | 0.3% | -13.9% | 0.125% | |
| 1/26/2026 | Moran Wealth Management LLC | 52,415 | $1.54M | 0.0% | +58.4% | 0.616% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 90,000 | $2.65M | 0.0% | +74.8% | 1.058% | |
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| 1/23/2026 | Farther Finance Advisors LLC | 29,977 | $882K | 0.0% | +91.1% | 0.352% | |
| 1/23/2026 | Valley National Advisers Inc. | 5,919 | $174K | 0.0% | -42.3% | 0.070% | |
| 1/23/2026 | Blue Sky Capital Consultants Group Inc. | 140,036 | $4.12M | 1.8% | +1.7% | 1.646% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 14,153 | $417K | 0.0% | -3.5% | 0.165% | |
| 1/20/2026 | Toth Financial Advisory Corp | 6,073 | $179K | 0.0% | N/A | 0.071% | |
| 1/15/2026 | Archford Capital Strategies LLC | 17,931 | $528K | 0.1% | +3.5% | 0.209% | |
| 1/7/2026 | AAFMAA Wealth Management & Trust LLC | 40,442 | $1.19M | 0.5% | -23.0% | 0.475% | |
| 12/18/2025 | Advisors Management Group Inc. ADV | 12,501 | $419K | 0.1% | -4.5% | 0.140% | |
| 11/17/2025 | NewEdge Advisors LLC | 1,620 | $54K | 0.0% | -83.2% | 0.018% | |
| 11/17/2025 | Susquehanna International Group LLP | 60,554 | $2.03M | 0.0% | N/A | 0.677% | |
| 11/17/2025 | Bank of America Corp DE | 392,907 | $13.17M | 0.0% | +9.8% | 4.390% | |
| 11/17/2025 | Ameriprise Financial Inc. | 141,472 | $4.74M | 0.0% | +43.4% | 1.581% | |
| 11/14/2025 | Creative Planning | 12,086 | $405K | 0.0% | +3.6% | 0.135% | |
| 11/14/2025 | Raymond James Financial Inc. | 100,401 | $3.37M | 0.0% | +17.8% | 1.122% | |
| 11/14/2025 | Scotia Capital Inc. | 156,456 | $5.25M | 0.0% | +3.0% | 1.748% | |
| 11/13/2025 | GeoWealth Management LLC | 8,368 | $280K | 0.0% | -11.3% | 0.093% | |
| 11/13/2025 | Stelac Advisory Services LLC | 6,447 | $216K | 0.1% | -48.8% | 0.072% | |
| 11/13/2025 | Sei Investments Co. | 10,924 | $366K | 0.0% | +63.9% | 0.122% | |
| 11/13/2025 | UBS Group AG | 148,085 | $4.96M | 0.0% | +1.5% | 1.655% | |
| 11/13/2025 | Banque Cantonale Vaudoise | 2,179 | $73K | 0.0% | N/A | 0.024% | |
| 11/13/2025 | Gerber Kawasaki Wealth & Investment Management | 130,617 | $4.38M | 0.2% | -4.2% | 1.459% | |
| 11/13/2025 | CreativeOne Wealth LLC | 37,000 | $1.24M | 0.0% | -23.9% | 0.413% | |
| 11/10/2025 | Legacy Financial Advisors Inc. | 8,813 | $295K | 0.0% | N/A | 0.098% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 19,387 | $650K | 0.0% | +3.8% | 0.217% | |
| 11/6/2025 | Wealthfront Advisers LLC | 16,463 | $552K | 0.0% | +8.2% | 0.184% | |
| 11/6/2025 | RFG Advisory LLC | 22,948 | $769K | 0.0% | +69.9% | 0.256% | |
| 11/5/2025 | SBI Securities Co. Ltd. | 1,878 | $63K | 0.0% | -17.7% | 0.021% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 76,694 | $2.57M | 0.0% | +15.7% | 0.857% | |
| 11/4/2025 | Jones Financial Companies Lllp | 19,586 | $655K | 0.0% | +11.3% | 0.219% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 11,860 | $398K | 0.0% | N/A | 0.133% | |
| 11/3/2025 | Mirae Asset Global Investments Co. Ltd. | 51,500 | $1.73M | 0.0% | -2.8% | 0.575% | |
| 10/31/2025 | BAM Wealth Management LLC | 6,544 | $219K | 0.2% | N/A | 0.073% | |
| 10/23/2025 | Moran Wealth Management LLC | 33,081 | $1.11M | 0.0% | +81.2% | 0.370% | |
| 10/22/2025 | APS Management Group Inc. | 12,182 | $408K | 0.3% | N/A | 0.136% | |
| 10/22/2025 | Blue Sky Capital Consultants Group Inc. | 137,664 | $4.61M | 2.0% | +2.5% | 1.538% | |
| 10/17/2025 | Archford Capital Strategies LLC | 17,319 | $581K | 0.1% | +17.1% | 0.194% | |
| 10/17/2025 | Valley National Advisers Inc. | 10,256 | $343K | 0.1% | -4.0% | 0.115% | |
| 10/16/2025 | Columbus Macro LLC | 7,623 | $256K | 0.0% | N/A | 0.085% | |
| 10/14/2025 | Highline Wealth Partners LLC | 2,950 | $99K | 0.0% | N/A | 0.033% | |
| 10/14/2025 | Farther Finance Advisors LLC | 15,684 | $526K | 0.0% | +31,268.0% | 0.175% | |
| 9/4/2025 | Osaic Holdings Inc. | 13,439 | $460K | 0.0% | +7.3% | 0.148% | |
| 8/15/2025 | Bank of America Corp DE | 357,676 | $12.24M | 0.0% | -12.0% | 3.952% | |
| 8/15/2025 | Ameriprise Financial Inc. | 98,635 | $3.38M | 0.0% | +0.3% | 1.090% | |
| 8/14/2025 | Jane Street Group LLC | 47,934 | $1.64M | 0.0% | +410.4% | 0.530% | |
| 8/14/2025 | Raymond James Financial Inc. | 85,218 | $2.92M | 0.0% | +12.5% | 0.942% | |
| 8/14/2025 | Sei Investments Co. | 6,666 | $228K | 0.0% | N/A | 0.074% | |
| 8/14/2025 | NewEdge Advisors LLC | 9,620 | $329K | 0.0% | +731.5% | 0.106% | |
| 8/14/2025 | Stamos Capital Partners L.P. | 39,692 | $1.36M | 0.2% | +9.5% | 0.439% | |
| 8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 136,365 | $4.67M | 0.2% | +12.0% | 1.507% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 3,593 | $119K | 0.0% | N/A | 0.040% | |
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| 8/13/2025 | Scotia Capital Inc. | 151,959 | $5.20M | 0.0% | +2.3% | 1.679% | |
| 8/12/2025 | CreativeOne Wealth LLC | 48,591 | $1.66M | 0.0% | -1.0% | 0.537% | |
| 8/12/2025 | AlphaCore Capital LLC | 1,000 | $34K | 0.0% | N/A | 0.011% | |
| 8/12/2025 | MAI Capital Management | 1,200 | $41K | 0.0% | -29.4% | 0.013% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,749 | $60K | 0.0% | -24.2% | 0.019% | |
| 8/8/2025 | Cetera Investment Advisers | 68,706 | $2.35M | 0.0% | +15.1% | 0.759% | |
| 8/8/2025 | Creative Planning | 11,662 | $399K | 0.0% | +52.2% | 0.129% | |
| 8/8/2025 | Phoenix Wealth Advisors | 35,219 | $1.21M | 0.5% | -1.1% | 0.389% | |
| 8/7/2025 | Cascade Financial Partners LLC | 7,000 | $240K | 0.0% | N/A | 0.077% | |
| 8/5/2025 | Huntington National Bank | 1,566 | $54K | 0.0% | N/A | 0.017% | |