| 10/9/2026 | First Heartland Consultants Inc. | 3,414 | $210K | 0.0% | N/A | 0.002% | |
| 10/8/2026 | Farther Finance Advisors LLC | 119,583 | $7.36M | 0.1% | +36.6% | 0.072% | |
| 10/8/2026 | CoreCap Advisors LLC | 3,404 | $210K | 0.0% | +29.1% | 0.002% | |
| 10/8/2026 | Apella Capital LLC | 59,776 | $3.71M | 0.0% | -0.9% | 0.036% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 30,432 | $1.87M | 0.0% | +39.6% | 0.018% | |
| 10/7/2026 | Kwmg LLC | 4,732 | $291K | 0.0% | -8.2% | 0.003% | |
| 10/2/2026 | Boltwood Capital Management | 20,465 | $1.26M | 0.3% | -34.9% | 0.013% | |
| 10/2/2026 | CX Institutional | 48,688 | $3.00M | 0.1% | +10.8% | 0.030% | |
| 10/1/2026 | Montecito Bank & Trust | 9,403 | $579K | 0.1% | -40.0% | 0.006% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 3,784 | $252K | 0.0% | -84.5% | 0.002% | |
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| 9/23/2026 | Envestnet Asset Management Inc. | 642,333 | $42.77M | 0.0% | -18.3% | 0.393% | |
| 9/17/2026 | Wellington Altus USA Inc. | 20,988 | $1.41M | 0.9% | -3.1% | 0.013% | |
| 9/9/2026 | The Manufacturers Life Insurance Company | 1,270,372 | $84.61M | 0.0% | +15.1% | 0.775% | |
| 9/9/2026 | Capstone Financial Advisors Inc. | 112,150 | $7.47M | 0.4% | +0.5% | 0.068% | |
| 9/9/2026 | MCF Advisors LLC | 1,313 | $87K | 0.0% | N/A | 0.001% | |
| 9/9/2026 | Capital Analysts LLC | 238,377 | $15.88M | 0.4% | -0.2% | 0.145% | |
| 9/9/2026 | SVB Wealth LLC | 9,795 | $652K | 0.0% | -18.9% | 0.006% | |
| 9/9/2026 | NorthRock Partners LLC | 3,076,200 | $204.88M | 3.0% | +15.3% | 1.877% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 72,015 | $4.80M | 0.0% | +0.6% | 0.044% | |
| 9/9/2026 | RFG Advisory LLC | 7,085 | $472K | 0.0% | +19.1% | 0.004% | |
| 9/9/2026 | NewEdge Advisors LLC | 12,293 | $819K | 0.0% | +5.9% | 0.008% | |
| 9/9/2026 | IFP Advisors Inc | 22,478 | $1.50M | 0.0% | -1.8% | 0.014% | |
| 9/8/2026 | Allworth Financial LP | 1,286 | $86K | 0.0% | -28.0% | 0.001% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 5,319 | $354K | 0.0% | +77.0% | 0.003% | |
| 9/3/2026 | Anchor Capital Advisors LLC | 15,566 | $1.04M | 0.0% | +8.5% | 0.009% | |
| 8/27/2026 | Corient Private Wealth LP | 38,448 | $2.56M | 0.0% | +1.2% | 0.023% | |
| 8/23/2026 | Readystate Asset Management LP | 9,401 | $626K | 0.0% | N/A | 0.006% | |
| 8/23/2026 | HB Wealth Management LLC | 8,676 | $578K | 0.0% | +4.6% | 0.005% | |
| 8/23/2026 | Fortitude Advisory Group L.L.C. | 7,390 | $492K | 0.2% | +70.0% | 0.005% | |
| 8/22/2026 | NBH Bank | 2,853 | $190K | 0.1% | N/A | 0.002% | |
| 8/22/2026 | Investor s Fiduciary Advisor Network LLC | 10,222 | $680K | 0.2% | -4.6% | 0.006% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 1,713,680 | $112.82M | 0.3% | +12.6% | 1.046% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 8,935 | $595K | 0.0% | -2.4% | 0.005% | |
| 8/21/2026 | Continuum Advisory LLC | 1,784 | $119K | 0.0% | N/A | 0.001% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 158,025 | $10.63M | 1.2% | +8.4% | 0.096% | |
| 8/21/2026 | Solstein Capital LLC | 37,598 | $2.50M | 0.8% | +417,655.6% | 0.023% | |
| 8/20/2026 | Proficio Capital Partners LLC | 101,480 | $6.76M | 0.2% | +106.8% | 0.062% | |
| 8/20/2026 | Nwam LLC | 49,612 | $3.30M | 0.2% | N/A | 0.030% | |
| 8/20/2026 | Cavalier Investments LLC | 167,971 | $11.19M | 0.5% | +748.5% | 0.102% | |
| 8/12/2026 | Heartland Bank & Trust Co | 352,037 | $23.45M | 4.9% | N/A | 0.215% | |
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| 7/10/2026 | Wealthcare Advisory Partners LLC | 10,123 | $674K | 0.0% | -2.5% | 0.006% | |
| 7/9/2026 | TOWER TRUST & INVESTMENT Co | 4,626 | $308K | 0.2% | +57.6% | 0.003% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 21,793 | $1.45M | 0.0% | N/A | 0.013% | |
| 7/8/2026 | First Heartland Consultants Inc. | 5,346 | $356K | 0.0% | +38.9% | 0.003% | |
| 7/8/2026 | Kwmg LLC | 5,152 | $343K | 0.0% | -6.6% | 0.003% | |
| 7/8/2026 | Factor Wealth Management LTD | 3,221 | $215K | 0.0% | -31.1% | 0.002% | |
| 7/8/2026 | Apella Capital LLC | 60,289 | $4.05M | 0.1% | -1.5% | 0.037% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 9,400 | $626K | 0.0% | +14.2% | 0.006% | |
| 7/6/2026 | Sincerus Advisory LLC | 26,108 | $1.74M | 1.2% | +4.0% | 0.016% | |
| 7/6/2026 | Stableford Capital II LLC | 4,740 | $316K | 0.1% | N/A | 0.003% | |
| 7/6/2026 | Boltwood Capital Management | 17,945 | $1.20M | 0.3% | +18.6% | 0.011% | |
| 7/2/2026 | CX Institutional | 43,925 | $2.93M | 0.1% | +1.0% | 0.027% | |
| 6/3/2026 | Parallel Advisors LLC | 1,050 | $70K | 0.0% | +425.0% | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 11,610 | $778K | 0.0% | +1.4% | 0.007% | |
| 6/2/2026 | Optiver Holding B.V. | 821 | $55K | 0.0% | N/A | 0.001% | |
| 5/26/2026 | Glenmede Trust Co. NA | 19,918 | $1.34M | 0.0% | +53.0% | 0.013% | |
| 5/21/2026 | Essential Partners LLC | 1,127 | $76K | 0.0% | N/A | 0.001% | |
| 5/21/2026 | Vestor Capital LLC | 650 | $44K | 0.0% | N/A | 0.000% | |
| 5/20/2026 | TrueWealth Financial Partners | 3,942 | $264K | 0.1% | N/A | 0.003% | |
| 5/19/2026 | Western Wealth Management LLC | 37,154 | $2.49M | 0.1% | +309.1% | 0.024% | |
| 5/19/2026 | Bank of America Corp DE | 716,137 | $47.98M | 0.0% | +6.0% | 0.460% | |
| 5/19/2026 | IFS Group LLC | 9,885 | $662K | 0.6% | N/A | 0.006% | |
| 5/18/2026 | Royal Bank of Canada | 363,730 | $24.37M | 0.0% | +119.1% | 0.234% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 1,104,033 | $73.97M | 0.1% | -16.2% | 0.709% | |
| 5/16/2026 | Mittelman Wealth Management | 4,354 | $292K | 0.2% | N/A | 0.003% | |
| 5/16/2026 | Quantinno Capital Management LP | 3,032 | $203K | 0.0% | N/A | 0.002% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 5,400 | $362K | 0.0% | N/A | 0.003% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 4,267 | $286K | 0.1% | N/A | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 12,479 | $836K | 0.0% | +1.4% | 0.008% | |
| 5/14/2026 | Keebeck Wealth Management | 3,791 | $254K | 0.0% | -5.8% | 0.002% | |
| 5/14/2026 | Lido Advisors LLC | 22,129 | $1.48M | 0.0% | -2.6% | 0.014% | |
| 5/13/2026 | Cetera Investment Advisers | 183,126 | $12.27M | 0.0% | +33.9% | 0.118% | |
| 5/13/2026 | CI Investments Inc. | 526,102 | $35.25M | 0.2% | +6.0% | 0.338% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 810,702 | $54.32M | 0.0% | -9.9% | 0.521% | |
| 5/8/2026 | Johnson Financial Group Inc. | 92,155 | $6.17M | 0.2% | -2.6% | 0.059% | |
| 5/7/2026 | Beta Wealth Group Inc. | 77,219 | $5.17M | 2.1% | +2.3% | 0.050% | |
| 5/7/2026 | Parallel Advisors LLC | 1,050 | $70K | 0.0% | +425.0% | 0.001% | |
| 5/7/2026 | Vision Retirement LLC | 694 | $46K | 0.0% | -27.9% | 0.000% | |
| 5/7/2026 | Morgan Dempsey Capital Management LLC | 2,231 | $149K | 0.1% | +26.2% | 0.001% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 5,603 | $375K | 0.1% | +3.5% | 0.004% | |
| 5/6/2026 | Heartland Bank & Trust Co | 348,959 | $23.38M | 5.3% | +5.2% | 0.224% | |
| 5/6/2026 | Assetmark Inc. | 45,764 | $3.07M | 0.0% | -14.2% | 0.029% | |
| 5/6/2026 | Barings LLC | 75,803 | $5.08M | 0.1% | +38.3% | 0.049% | |
| 5/5/2026 | D.A. Davidson & CO. | 3,084 | $207K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Bank of New York Mellon Corp | 683,235 | $45.78M | 0.0% | +132.1% | 0.439% | |
| 5/5/2026 | Sanctuary Advisors LLC | 143,297 | $9.60M | 0.1% | +1.0% | 0.092% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 4,256 | $285K | 0.1% | +3.6% | 0.003% | |
| 5/5/2026 | Maryland State Retirement & Pension System | 63,296 | $4.24M | 0.1% | +95.7% | 0.041% | |
| 5/4/2026 | Principal Financial Group Inc. | 688,523 | $46.13M | 0.0% | +63.2% | 0.442% | |
| 5/2/2026 | Diversify Wealth Management LLC | 17,891 | $1.19M | 0.0% | +79.1% | 0.012% | |
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| 5/1/2026 | Fifth Third Bancorp | 1,435,039 | $96.15M | 0.2% | +5.1% | 0.929% | |
| 5/1/2026 | Droms Strauss Advisors Inc. MO ADV | 44,512 | $2.98M | 0.8% | -0.9% | 0.029% | |
| 5/1/2026 | Simplicity Wealth LLC | 15,882 | $1.06M | 0.1% | +12.5% | 0.010% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 4,990 | $334K | 0.0% | -4.7% | 0.003% | |
| 5/1/2026 | Corrado Advisors LLC | 32,218 | $2.16M | 1.1% | -24.0% | 0.021% | |
| 4/30/2026 | Kestra Advisory Services LLC | 64,318 | $4.31M | 0.0% | -7.7% | 0.042% | |
| 4/29/2026 | Richmond Investment Services LLC | 7,453 | $499K | 0.1% | +15.6% | 0.005% | |
| 4/29/2026 | Arbor Trust Wealth Advisors LLC | 76,857 | $5.15M | 2.3% | N/A | 0.050% | |
| 4/28/2026 | Fortitude Advisory Group L.L.C. | 4,348 | $291K | 0.1% | N/A | 0.003% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,157 | $78K | 0.0% | -79.4% | 0.001% | |