| 10/16/2026 | Eagle Strategies LLC | 44,241 | $946K | 0.1% | +34.5% | 0.112% | |
| 10/16/2026 | Mosley Wealth Management | 47,291 | $1.05M | 0.3% | +8.8% | 0.120% | |
| 10/15/2026 | Community Financial Services Group LLC | 3,000 | $64K | 0.0% | N/A | 0.008% | |
| 10/15/2026 | Mather Group LLC. | 2,300 | $49K | 0.0% | N/A | 0.006% | |
| 10/14/2026 | Focus Financial Network Inc. | 187,204 | $4.00M | 0.1% | +0.8% | 0.474% | |
| 10/13/2026 | Accel Wealth Management | 35,115 | $751K | 0.2% | -1.8% | 0.089% | |
| 10/9/2026 | Breakwater Capital Group | 41,758 | $893K | 0.1% | +2.5% | 0.106% | |
| 10/8/2026 | Farther Finance Advisors LLC | 44,944 | $961K | 0.0% | +3,898.6% | 0.114% | |
| 10/8/2026 | Winebrenner Capital Management LLC | 43,856 | $937K | 0.6% | +7.3% | 0.111% | |
| 10/2/2026 | CX Institutional | 4,234 | $90K | 0.0% | -17.6% | 0.011% | |
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| 9/23/2026 | Envestnet Asset Management Inc. | 238,786 | $5.30M | 0.0% | +8.6% | 0.602% | |
| 9/9/2026 | Cahill Financial Advisors Inc. | 174,940 | $3.88M | 0.4% | -11.2% | 0.439% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 3,752 | $83K | 0.0% | N/A | 0.009% | |
| 9/2/2026 | Citadel Advisors LLC | 12,128 | $269K | 0.0% | -59.3% | 0.030% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 12,570 | $279K | 0.0% | -8.0% | 0.032% | |
| 8/21/2026 | Continuum Advisory LLC | 116,535 | $2.59M | 0.2% | +10.3% | 0.292% | |
| 8/21/2026 | Legacy Financial Advisors Inc. | 34,717 | $771K | 0.1% | -9.9% | 0.087% | |
| 7/10/2026 | Accel Wealth Management | 35,772 | $794K | 0.2% | -15.4% | 0.089% | |
| 7/10/2026 | Community Financial Services Group LLC | 3,000 | $67K | 0.0% | N/A | 0.007% | |
| 7/9/2026 | Focus Financial Network Inc. | 185,656 | $4.12M | 0.1% | +0.9% | 0.463% | |
| 7/2/2026 | CX Institutional | 5,139 | $114K | 0.0% | -36.3% | 0.013% | |
| 6/18/2026 | Western Wealth Management LLC | 7,619 | $169K | 0.0% | -44.9% | 0.019% | |
| 5/19/2026 | Western Wealth Management LLC | 7,619 | $169K | 0.0% | -44.9% | 0.019% | |
| 5/19/2026 | Bank of America Corp DE | 908,881 | $20.22M | 0.0% | -1.8% | 2.270% | |
| 5/19/2026 | Arkadios Wealth Advisors | 24,625 | $548K | 0.0% | +4.1% | 0.062% | |
| 5/18/2026 | Royal Bank of Canada | 268,941 | $5.98M | 0.0% | -4.0% | 0.672% | |
| 5/14/2026 | Modern Wealth Management LLC | 838,862 | $18.72M | 0.3% | -11.3% | 2.095% | |
| 5/13/2026 | Cetera Investment Advisers | 106,421 | $2.37M | 0.0% | -7.9% | 0.266% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 1,633 | $37K | 0.0% | -92.0% | 0.004% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 8,290 | $184K | 0.0% | +68.5% | 0.021% | |
| 5/5/2026 | Sanctuary Advisors LLC | 160,017 | $3.56M | 0.0% | -0.9% | 0.400% | |
| 5/4/2026 | One Wealth Map LLC | 87,010 | $1.99M | 0.9% | -1.3% | 0.217% | |
| 5/1/2026 | Fifth Third Bancorp | 16,511 | $367K | 0.0% | N/A | 0.042% | |
| 5/1/2026 | WealthShield Partners LLC | 39,493 | $879K | 0.1% | -1.7% | 0.100% | |
| 4/28/2026 | Stephens Inc. AR | 19,617 | $436K | 0.0% | +5.5% | 0.050% | |
| 4/27/2026 | Appalachian Capital Management Ltd | 29,635 | $659K | 0.5% | +10.1% | 0.075% | |
| 4/27/2026 | Private Advisor Group LLC | 37,072 | $825K | 0.0% | -3.2% | 0.094% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 18,014 | $401K | 0.0% | +6.5% | 0.046% | |
| 4/20/2026 | Breakwater Capital Group | 40,981 | $912K | 0.1% | +1.2% | 0.104% | |
| 4/20/2026 | Brian Low Financial Group LLC | 99,068 | $2.20M | 1.5% | +7.6% | 0.250% | |
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| 4/20/2026 | Brandywine Oak Private Wealth LLC | 68,750 | $1.53M | 0.1% | -1.0% | 0.174% | |
| 4/18/2026 | BCS Wealth Management | 27,349 | $608K | 0.1% | -50.0% | 0.069% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 23,491 | $523K | 0.1% | -2.6% | 0.059% | |
| 3/9/2026 | Corient Private Wealth LLC | 62,063 | $1.37M | 0.0% | -0.8% | 0.154% | |
| 2/19/2026 | Corient Private Wealth LLC | 62,063 | $1.37M | 0.0% | -0.8% | 0.154% | |
| 2/18/2026 | Ameriflex Group Inc. | 1,390 | $31K | 0.0% | N/A | 0.003% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 221,334 | $4.87M | 0.4% | -1.0% | 0.547% | |
| 2/18/2026 | VestGen Advisors LLC | 92,275 | $2.03M | 0.1% | -16.2% | 0.228% | |
| 2/17/2026 | Appalachian Capital Management Ltd | 26,912 | $592K | 0.5% | N/A | 0.067% | |
| 2/17/2026 | Cetera Investment Advisers | 115,580 | $2.54M | 0.0% | -0.8% | 0.286% | |
| 2/17/2026 | Equitable Holdings Inc. | 727,943 | $16.02M | 0.1% | +43.9% | 1.801% | |
| 2/17/2026 | Osaic Holdings Inc. | 298,476 | $6.57M | 0.0% | -1.2% | 0.738% | |
| 2/17/2026 | Russell Investments Group Ltd. | 1,932 | $43K | 0.0% | N/A | 0.005% | |
| 2/17/2026 | &PARTNERS | 75,000 | $1.65M | 0.0% | -3.6% | 0.186% | |
| 2/17/2026 | Royal Bank of Canada | 280,005 | $6.16M | 0.0% | +8.1% | 0.693% | |
| 2/17/2026 | Bluedoor Private Wealth LLC | 20,466 | $450K | 0.2% | N/A | 0.051% | |
| 2/16/2026 | MML Investors Services LLC | 61,611 | $1.36M | 0.0% | +24.2% | 0.152% | |
| 2/16/2026 | Mariner LLC | 120,092 | $2.64M | 0.0% | -3.1% | 0.297% | |
| 2/16/2026 | Evelyn Partners Asset Management Ltd | 1,408 | $31K | 0.0% | N/A | 0.003% | |
| 2/16/2026 | Arax Advisory Partners | 10,678 | $235K | 0.0% | +15.9% | 0.026% | |
| 2/13/2026 | Kestra Advisory Services LLC | 32,730 | $720K | 0.0% | -1.9% | 0.081% | |
| 2/13/2026 | UMB Bank n.a. | 14,600 | $321K | 0.0% | N/A | 0.036% | |
| 2/13/2026 | Morgan Stanley | 3,138,532 | $69.05M | 0.0% | +0.1% | 7.763% | |
| 2/13/2026 | Saxon Interests Inc. | 20,081 | $442K | 0.2% | +51.6% | 0.050% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,650,734 | $36.32M | 0.0% | +2.6% | 4.083% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 16,379 | $360K | 0.0% | +3.1% | 0.041% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 229,903 | $5.06M | 0.0% | +2.7% | 0.569% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 25,564 | $562K | 0.2% | -4.0% | 0.063% | |
| 2/12/2026 | Founders Financial Alliance LLC | 9,279 | $204K | 0.0% | -11.2% | 0.023% | |
| 2/11/2026 | Capital Analysts LLC | 54,131 | $1.19M | 0.0% | -4.2% | 0.134% | |
| 2/11/2026 | LPL Financial LLC | 1,317,186 | $28.98M | 0.0% | +0.4% | 3.258% | |
| 2/11/2026 | Continuum Advisory LLC | 105,465 | $2.32M | 0.2% | +7.2% | 0.261% | |
| 2/10/2026 | Calton & Associates Inc. | 13,588 | $299K | 0.0% | +4.5% | 0.034% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 269,716 | $5.93M | 0.0% | +0.6% | 0.667% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 24,186 | $532K | 0.0% | -3.2% | 0.060% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 2,875 | $63K | 0.0% | +20.3% | 0.007% | |
| 2/6/2026 | AAF Wealth Management LLC | 75,681 | $1.67M | 0.7% | -4.4% | 0.187% | |
| 2/6/2026 | GLOBALT Investments LLC GA | 29,722 | $654K | 0.0% | -1.9% | 0.074% | |
| 2/5/2026 | Stephens Inc. AR | 18,588 | $409K | 0.0% | -7.0% | 0.046% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 126,499 | $2.78M | 0.0% | -52.8% | 0.313% | |
| 2/4/2026 | Legacy Financial Advisors Inc. | 40,406 | $889K | 0.1% | -1.1% | 0.100% | |
| 2/4/2026 | One Wealth Map LLC | 88,129 | $2.00M | 1.0% | +10.0% | 0.218% | |
| 2/4/2026 | Drive Wealth Management LLC | 34,589 | $761K | 0.1% | +11.9% | 0.086% | |
| 2/3/2026 | Morton Capital Management LLC CA | 245,244 | $5.40M | 0.8% | -2.9% | 0.607% | |
| 2/2/2026 | Riverchase Wealth Management LLC | 9,362 | $206K | 0.1% | N/A | 0.023% | |
| 2/2/2026 | Mutual Advisors LLC | 17,765 | $391K | 0.0% | -8.6% | 0.044% | |
| 1/30/2026 | Sigma Planning Corp | 18,946 | $417K | 0.0% | +4.2% | 0.047% | |
| 1/29/2026 | Camelot Portfolios LLC | 1,500 | $33K | 0.0% | N/A | 0.004% | |
| 1/29/2026 | UBS Group AG | 886,941 | $19.51M | 0.0% | -4.6% | 2.194% | |
| 1/29/2026 | Sanctuary Advisors LLC | 161,414 | $3.55M | 0.0% | +6.0% | 0.399% | |
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| 1/29/2026 | Concurrent Investment Advisors LLC | 12,567 | $276K | 0.0% | N/A | 0.031% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 9,674 | $213K | 0.0% | N/A | 0.024% | |
| 1/26/2026 | Merit Financial Group LLC | 29,664 | $653K | 0.0% | -10.2% | 0.073% | |
| 1/26/2026 | Parcion Private Wealth LLC | 54,325 | $1.20M | 0.1% | -13.9% | 0.134% | |
| 1/26/2026 | CWM LLC | 3,386 | $74K | 0.0% | +20.5% | 0.008% | |
| 1/26/2026 | BCS Wealth Management | 54,698 | $1.20M | 0.1% | +100.0% | 0.135% | |
| 1/23/2026 | Eagle Strategies LLC | 38,999 | $858K | 0.1% | +1.3% | 0.096% | |
| 1/22/2026 | Apollon Wealth Management LLC | 14,571 | $321K | 0.0% | N/A | 0.036% | |
| 1/21/2026 | Nestegg Advisors Inc. | 57,568 | $1.27M | 1.1% | +2.2% | 0.142% | |
| 1/20/2026 | Accel Wealth Management | 49,185 | $1.08M | 0.3% | -32.8% | 0.122% | |