| 10/1/2026 | Montecito Bank & Trust | 11,149 | $190K | 0.0% | N/A | 0.009% | |
| 9/25/2026 | Atomic Invest LLC | 6,529 | $130K | 0.0% | +361.7% | 0.005% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 325,862 | $6.68M | 0.0% | N/A | 0.270% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 1,887,946 | $38.68M | 0.0% | +289.0% | 1.565% | |
| 9/9/2026 | One Capital Management LLC | 62,265 | $1.28M | 0.0% | N/A | 0.048% | |
| 9/9/2026 | Cidel Asset Management Inc. | 125,000 | $2.56M | 0.1% | N/A | 0.095% | |
| 9/9/2026 | Capital Analysts LLC | 4,372 | $89K | 0.0% | +445.1% | 0.003% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 64,565 | $1.32M | 0.0% | +26.0% | 0.049% | |
| 9/9/2026 | RFG Advisory LLC | 14,074 | $288K | 0.0% | N/A | 0.011% | |
| 9/9/2026 | NewEdge Advisors LLC | 32,336 | $663K | 0.0% | +99.0% | 0.025% | |
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| 9/9/2026 | IFP Advisors Inc | 180,531 | $3.70M | 0.1% | -6.8% | 0.138% | |
| 9/8/2026 | Allworth Financial LP | 2,045 | $42K | 0.0% | -32.8% | 0.002% | |
| 9/1/2026 | Agur Provident & Training Funds Management Ltd. | 537,000 | $10.35M | 2.4% | N/A | 0.410% | |
| 8/27/2026 | Corient Private Wealth LP | 66,072 | $1.35M | 0.0% | +25.4% | 0.050% | |
| 8/23/2026 | Unique Wealth LLC | 129,074 | $2.65M | 0.3% | -6.3% | 0.099% | |
| 8/22/2026 | Schuylkill Financial LLC | 36,772 | $753K | 0.7% | N/A | 0.028% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 35,191 | $711K | 0.0% | +51.8% | 0.027% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 16,355 | $335K | 0.0% | N/A | 0.012% | |
| 8/21/2026 | Mason & Associates Inc | 27,023 | $554K | 0.1% | N/A | 0.021% | |
| 8/21/2026 | KFG Wealth Management LLC | 35,671 | $731K | 0.1% | +4.1% | 0.027% | |
| 8/21/2026 | Continuum Advisory LLC | 4,133 | $85K | 0.0% | N/A | 0.003% | |
| 8/21/2026 | Natural Investments LLC | 42,120 | $863K | 0.2% | +20.1% | 0.032% | |
| 8/21/2026 | Nan Shan Life Insurance Co. Ltd. | 295,177 | $6.05M | 0.2% | N/A | 0.225% | |
| 8/12/2026 | Aufman Associates Inc | 10,267 | $210K | 0.1% | N/A | 0.008% | |
| 8/7/2026 | Trust Co. of Vermont | 47,009 | $963K | 0.0% | N/A | 0.036% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 3,217 | $66K | 0.0% | +109.3% | 0.002% | |
| 7/10/2026 | Community Financial Services Group LLC | 31,785 | $641K | 0.1% | -3.0% | 0.023% | |
| 7/9/2026 | Baron Financial Group LLC | 12,355 | $253K | 0.1% | +7.4% | 0.009% | |
| 7/9/2026 | Focus Financial Network Inc. | 9,846 | $202K | 0.0% | N/A | 0.007% | |
| 7/9/2026 | Ehrlich Financial Group | 36,732 | $753K | 0.4% | N/A | 0.027% | |
| 7/9/2026 | Worth Asset Management LLC | 12,309 | $252K | 0.1% | -48.4% | 0.009% | |
| 7/8/2026 | Finley Financial LLC | 5,000 | $102K | 0.0% | N/A | 0.004% | |
| 7/8/2026 | Factor Wealth Management LTD | 90,901 | $1.86M | 0.3% | +23.1% | 0.064% | |
| 7/8/2026 | Apella Capital LLC | 41,428 | $801K | 0.0% | +3.5% | 0.029% | |
| 7/8/2026 | Byrne Asset Management LLC | 2,955 | $61K | 0.0% | +1,341.5% | 0.002% | |
| 7/8/2026 | Archer Investment Management LLC | 37,688 | $772K | 0.3% | N/A | 0.027% | |
| 7/7/2026 | CoreCap Advisors LLC | 1,522 | $31K | 0.0% | -27.7% | 0.001% | |
| 7/7/2026 | Moulton Wealth Management Inc. | 26,326 | $540K | 0.4% | N/A | 0.019% | |
| 6/18/2026 | Western Wealth Management LLC | 9,251 | $169K | 0.0% | N/A | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 16,253 | $297K | 0.0% | +16.4% | 0.013% | |
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| 5/19/2026 | Western Wealth Management LLC | 9,251 | $169K | 0.0% | N/A | 0.008% | |
| 5/19/2026 | Bank of America Corp DE | 3,769,084 | $68.94M | 0.0% | +2.8% | 3.115% | |
| 5/18/2026 | Gould Capital LLC | 8,158 | $149K | 0.1% | -7.6% | 0.007% | |
| 5/18/2026 | Royal Bank of Canada | 479,225 | $8.77M | 0.0% | -7.5% | 0.396% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 31,626 | $578K | 0.0% | N/A | 0.026% | |
| 5/15/2026 | Boreal Capital Management LLC | 1,700 | $31K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Modern Wealth Management LLC | 13,086 | $239K | 0.0% | N/A | 0.011% | |
| 5/14/2026 | Bank of Nova Scotia | 803,560 | $14.70M | 0.0% | +458.6% | 0.664% | |
| 5/14/2026 | Group One Trading LLC | 103,867 | $1.90M | 0.0% | +21.2% | 0.086% | |
| 5/14/2026 | Lido Advisors LLC | 75,985 | $1.39M | 0.0% | +4.4% | 0.063% | |
| 5/13/2026 | Cetera Investment Advisers | 277,921 | $5.08M | 0.0% | +17.2% | 0.230% | |
| 5/13/2026 | NewEdge Wealth LLC | 14,352 | $263K | 0.0% | -7.1% | 0.012% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 45,361 | $830K | 0.0% | -20.8% | 0.037% | |
| 5/7/2026 | Balefire LLC | 43,734 | $800K | 0.1% | -6.6% | 0.036% | |
| 5/6/2026 | Assetmark Inc. | 2,657,135 | $48.60M | 0.1% | -8.6% | 2.196% | |
| 5/5/2026 | Wealthfront Advisers LLC | 258,168 | $4.72M | 0.0% | +3.2% | 0.213% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 144,045 | $2.64M | 0.0% | +9.6% | 0.119% | |
| 5/5/2026 | Ethos Financial Group LLC | 69,372 | $1.27M | 0.1% | N/A | 0.057% | |
| 5/5/2026 | Mandatum Life Insurance Co Ltd | 32,206 | $589K | 0.1% | -3.1% | 0.027% | |
| 5/5/2026 | Advisors Preferred LLC | 1,841 | $34K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 34,129 | $624K | 0.0% | -12.4% | 0.028% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 13,894 | $254K | 0.0% | +6.1% | 0.011% | |
| 5/4/2026 | Bleakley Financial Group LLC | 10,992 | $201K | 0.0% | -35.6% | 0.009% | |
| 5/4/2026 | Y.D. More Investments Ltd | 1,700 | $31K | 0.0% | +142.9% | 0.001% | |
| 5/2/2026 | International Assets Investment Management LLC | 39,014 | $712K | 0.0% | +5.4% | 0.032% | |
| 5/2/2026 | Associated Banc Corp | 30,359 | $555K | 0.0% | +3.9% | 0.025% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 45,560 | $833K | 0.0% | +2.6% | 0.038% | |
| 5/1/2026 | Fifth Third Bancorp | 22,123 | $405K | 0.0% | +184.8% | 0.018% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 10,656 | $195K | 0.0% | -7.5% | 0.009% | |
| 4/30/2026 | Hsbc Holdings PLC | 132,321 | $2.38M | 0.0% | -29.4% | 0.109% | |
| 4/30/2026 | Kestra Advisory Services LLC | 54,565 | $998K | 0.0% | +34.9% | 0.045% | |
| 4/30/2026 | Money Concepts Capital Corp | 12,575 | $230K | 0.0% | +5.5% | 0.010% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 24,806 | $454K | 0.0% | N/A | 0.021% | |
| 4/29/2026 | Navalign LLC | 10,823 | $198K | 0.0% | -4.9% | 0.009% | |
| 4/28/2026 | Ascentis Independent Advisors | 20,719 | $379K | 0.0% | N/A | 0.017% | |
| 4/28/2026 | Howe & Rusling Inc. | 19,932 | $365K | 0.0% | +6.4% | 0.016% | |
| 4/28/2026 | WBH Advisory Inc. | 20,478 | $374K | 0.0% | -2.6% | 0.017% | |
| 4/27/2026 | HB Wealth Management LLC | 11,442 | $209K | 0.0% | N/A | 0.009% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 15,375 | $281K | 0.0% | -6.2% | 0.013% | |
| 4/27/2026 | PFG Investments LLC | 239,575 | $4.38M | 0.2% | +1.0% | 0.198% | |
| 4/27/2026 | Private Advisor Group LLC | 55,170 | $1.01M | 0.0% | +2.3% | 0.046% | |
| 4/25/2026 | Peregrine Asset Advisers Inc. | 17,400 | $318K | 0.1% | N/A | 0.014% | |
| 4/25/2026 | Keybank National Association OH | 131,069 | $2.40M | 0.0% | +7.8% | 0.108% | |
| 4/25/2026 | Heritage Investors Management Corp | 16,184 | $296K | 0.0% | -9.7% | 0.013% | |
| 4/24/2026 | First Pacific Financial | 2,686 | $49K | 0.0% | -29.7% | 0.002% | |
| 4/23/2026 | Spinnaker Trust | 94,254 | $1.72M | 0.1% | -1.9% | 0.078% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 13,382 | $245K | 0.0% | -7.0% | 0.011% | |
| 4/22/2026 | Union Bancaire Privee UBP SA | 2,365 | $43K | 0.0% | N/A | 0.002% | |
| 4/21/2026 | Colony Family Offices LLC | 8,528 | $156K | 0.0% | -8.8% | 0.007% | |
| 4/21/2026 | Unique Wealth LLC | 137,813 | $2.52M | 0.3% | -4.5% | 0.115% | |
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| 4/21/2026 | Penobscot Wealth Management | 230,719 | $4.03M | 1.2% | +119.9% | 0.192% | |
| 4/21/2026 | KFG Wealth Management LLC | 34,260 | $627K | 0.1% | +31.0% | 0.029% | |
| 4/20/2026 | Cardinal Point Capital Management ULC | 49,181 | $900K | 0.1% | -1.8% | 0.041% | |
| 4/20/2026 | Factor Wealth Management LTD | 73,823 | $1.35M | 0.3% | +19.0% | 0.062% | |
| 4/20/2026 | MinichMacGregor Wealth Management LLC | 467,939 | $8.56M | 1.5% | +95.6% | 0.390% | |
| 4/20/2026 | Apella Capital LLC | 40,037 | $777K | 0.0% | +2.4% | 0.033% | |
| 4/18/2026 | Richards Merrill & Peterson Inc. | 1,700 | $31K | 0.0% | N/A | 0.001% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 19,433 | $355K | 0.1% | N/A | 0.016% | |
| 4/16/2026 | SG Americas Securities LLC | 103,797 | $1.90M | 0.0% | -28.8% | 0.087% | |
| 4/16/2026 | Waystone Advisors LLC | 19,905 | $364K | 0.3% | -8.1% | 0.017% | |