| 5/5/2026 | Bank of New York Mellon Corp | 5,013 | $366K | 0.0% | +28.2% | 0.032% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 165,141 | $12.05M | 0.3% | -7.9% | 1.065% | |
| 5/5/2026 | Sanctuary Advisors LLC | 36,477 | $2.66M | 0.0% | -0.4% | 0.235% | |
| 5/5/2026 | Sigma Planning Corp | 12,220 | $892K | 0.0% | -7.5% | 0.079% | |
| 5/4/2026 | Retirement Planning Group LLC | 7,839 | $572K | 0.0% | N/A | 0.051% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 37,510 | $2.74M | 0.1% | -11.4% | 0.242% | |
| 5/4/2026 | HBW Advisory Services LLC | 3,932 | $287K | 0.0% | +12.0% | 0.025% | |
| 5/1/2026 | Fifth Third Bancorp | 10,154 | $741K | 0.0% | N/A | 0.065% | |
| 4/30/2026 | Kestra Advisory Services LLC | 69,636 | $5.08M | 0.0% | +26.7% | 0.446% | |
| 4/30/2026 | Money Concepts Capital Corp | 4,026 | $294K | 0.0% | +23.6% | 0.026% | |
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| 4/27/2026 | Private Advisor Group LLC | 51,761 | $3.78M | 0.0% | +1.1% | 0.331% | |
| 4/25/2026 | Keybank National Association OH | 4,081 | $298K | 0.0% | N/A | 0.026% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 9,875 | $721K | 0.3% | -5.7% | 0.063% | |
| 4/22/2026 | Realta Investment Advisors | 750 | $55K | 0.0% | N/A | 0.005% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 10,363 | $756K | 0.0% | -34.9% | 0.066% | |
| 4/17/2026 | Financial Management Network Inc. | 33,201 | $2.49M | 0.4% | -7.4% | 0.212% | |
| 4/17/2026 | XML Financial LLC | 9,799 | $715K | 0.1% | -10.2% | 0.063% | |
| 4/17/2026 | Clark Asset Management LLC | 4,478 | $327K | 0.0% | N/A | 0.029% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 105,316 | $8.28M | 0.0% | +18.5% | 0.654% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 927 | $73K | 0.1% | N/A | 0.006% | |
| 2/24/2026 | Pacer Advisors Inc. | 139,150 | $10.94M | 0.0% | -14.5% | 0.864% | |
| 2/18/2026 | Ameriflex Group Inc. | 2,588 | $204K | 0.1% | -50.0% | 0.016% | |
| 2/18/2026 | Wealthspire Retirement LLC | 4,157 | $327K | 0.0% | N/A | 0.026% | |
| 2/18/2026 | NewEdge Advisors LLC | 153,524 | $12.08M | 0.0% | +0.7% | 0.954% | |
| 2/17/2026 | Camarda Financial Advisors LLC | 7,849 | $617K | 0.2% | -3.7% | 0.049% | |
| 2/17/2026 | Cetera Investment Advisers | 649,198 | $51.06M | 0.1% | +0.7% | 4.032% | |
| 2/17/2026 | Equitable Holdings Inc. | 33,886 | $2.67M | 0.0% | -19.3% | 0.210% | |
| 2/17/2026 | Osaic Holdings Inc. | 154,912 | $12.18M | 0.0% | -8.5% | 0.962% | |
| 2/17/2026 | Private Advisor Group LLC | 51,192 | $4.03M | 0.0% | -0.7% | 0.318% | |
| 2/17/2026 | &PARTNERS | 12,032 | $940K | 0.0% | -3.8% | 0.075% | |
| 2/17/2026 | Royal Bank of Canada | 179,463 | $14.12M | 0.0% | -14.6% | 1.115% | |
| 2/17/2026 | Silver Grove Financial Group Inc. | 1,397 | $110K | 0.1% | N/A | 0.009% | |
| 2/17/2026 | Stark Wealth Management LLC | 4,350 | $342K | 1.2% | N/A | 0.027% | |
| 2/16/2026 | Mariner LLC | 6,013 | $473K | 0.0% | -15.5% | 0.037% | |
| 2/16/2026 | Motiv8 Investments LLC | 439 | $35K | 0.0% | N/A | 0.003% | |
| 2/16/2026 | Arax Advisory Partners | 504 | $40K | 0.0% | N/A | 0.003% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 3,522 | $277K | 0.0% | N/A | 0.022% | |
| 2/13/2026 | CreativeOne Wealth LLC | 4,108 | $323K | 0.0% | -77.2% | 0.026% | |
| 2/13/2026 | Kestra Advisory Services LLC | 54,945 | $4.32M | 0.0% | -1.6% | 0.341% | |
| 2/13/2026 | Stifel Financial Corp | 78,761 | $6.20M | 0.0% | +9.4% | 0.489% | |
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| 2/13/2026 | Morgan Stanley | 988,311 | $77.73M | 0.0% | -9.1% | 6.139% | |
| 2/13/2026 | Focused Alpha LLC | 6,598 | $519K | 0.2% | N/A | 0.041% | |
| 2/13/2026 | Alchemi Wealth LLC | 9,427 | $741K | 0.4% | N/A | 0.059% | |
| 2/13/2026 | Wells Fargo & Company MN | 594,085 | $46.73M | 0.0% | -1.2% | 3.690% | |
| 2/12/2026 | Jane Street Group LLC | 9,308 | $732K | 0.0% | -3.2% | 0.058% | |
| 2/12/2026 | HRT Financial LP | 2,721 | $214K | 0.0% | -42.6% | 0.017% | |
| 2/12/2026 | Insigneo Advisory Services LLC | 4,271 | $336K | 0.0% | -17.8% | 0.027% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 63,922 | $5.03M | 0.0% | +359.5% | 0.397% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 98,252 | $7.73M | 0.0% | -8.0% | 0.610% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 139,906 | $11.00M | 0.1% | -3.6% | 0.869% | |
| 2/12/2026 | Oder Investment Management LLC | 9,963 | $784K | 0.6% | -16.1% | 0.062% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 39,016 | $3.07M | 0.0% | +24.5% | 0.242% | |
| 2/11/2026 | Gaddis Premier Wealth Advisors LLC | 5,785 | $455K | 0.3% | N/A | 0.036% | |
| 2/11/2026 | LPL Financial LLC | 1,552,750 | $122.12M | 0.0% | -2.0% | 9.644% | |
| 2/11/2026 | XML Financial LLC | 10,911 | $858K | 0.1% | +1.9% | 0.068% | |
| 2/11/2026 | Mascagni Wealth Management Inc. | 3,721 | $293K | 0.2% | -4.0% | 0.023% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 15,902 | $1.25M | 0.0% | -10.5% | 0.099% | |
| 2/10/2026 | Root Financial Partners LLC | 1,121 | $88K | 0.0% | N/A | 0.007% | |
| 2/10/2026 | One Capital Management LLC | 36,056 | $2.84M | 0.1% | N/A | 0.224% | |
| 2/10/2026 | CFS Investment Advisory Services LLC | 11,908 | $937K | 0.1% | +4.5% | 0.074% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 2,981 | $234K | 0.0% | -18.6% | 0.019% | |
| 2/9/2026 | Integrity Alliance LLC. | 10,234 | $805K | 0.0% | +8.8% | 0.064% | |
| 2/9/2026 | Family Office Research LLC | 6,755 | $542K | 0.2% | -5.2% | 0.042% | |
| 2/9/2026 | Harbour Investments Inc. | 13,140 | $1.03M | 0.0% | -1.9% | 0.082% | |
| 2/9/2026 | Prospera Financial Services Inc | 49,543 | $3.90M | 0.1% | -3.0% | 0.308% | |
| 2/6/2026 | IFP Advisors Inc | 6,791 | $534K | 0.0% | +10.7% | 0.042% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 183,479 | $14.43M | 0.9% | -0.2% | 1.140% | |
| 2/6/2026 | HighTower Advisors LLC | 99,637 | $7.84M | 0.0% | +12.4% | 0.619% | |
| 2/5/2026 | Cambridge Investment Research Advisors Inc. | 435,630 | $34.26M | 0.1% | -2.4% | 2.706% | |
| 2/5/2026 | Stephens Inc. AR | 45,064 | $3.54M | 0.0% | -34.5% | 0.280% | |
| 2/5/2026 | Western Wealth Management LLC | 44,208 | $3.48M | 0.2% | +19.9% | 0.275% | |
| 2/5/2026 | Allworth Financial LP | 1,123 | $88K | 0.0% | -28.9% | 0.007% | |
| 2/4/2026 | Moneco Advisors LLC | 51,060 | $4.02M | 0.3% | -11.8% | 0.316% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 3,929 | $309K | 0.0% | +65.6% | 0.024% | |
| 2/4/2026 | Bryn Mawr Trust Advisors LLC | 42,315 | $3.33M | 0.2% | +95.9% | 0.262% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,391 | $109K | 0.0% | N/A | 0.009% | |
| 2/2/2026 | Truist Financial Corp | 26,494 | $2.08M | 0.0% | -28.8% | 0.164% | |
| 2/2/2026 | Mutual Advisors LLC | 3,076 | $242K | 0.0% | +16.5% | 0.019% | |
| 1/30/2026 | Sigma Planning Corp | 13,207 | $1.04M | 0.0% | -12.4% | 0.082% | |
| 1/30/2026 | FSA Wealth Partners Inc. | 21,411 | $1.68M | 0.6% | -4.3% | 0.133% | |
| 1/30/2026 | Strategic Blueprint LLC | 8,874 | $698K | 0.0% | +14.6% | 0.055% | |
| 1/29/2026 | Comerica Bank | 10,154 | $799K | 0.0% | -2.6% | 0.063% | |
| 1/29/2026 | UBS Group AG | 256,991 | $20.21M | 0.0% | +2.8% | 1.591% | |
| 1/29/2026 | Sanctuary Advisors LLC | 36,608 | $2.88M | 0.0% | +6.2% | 0.227% | |
| 1/29/2026 | Hegarty Advisors LLC | 2,732 | $215K | 0.2% | N/A | 0.017% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 29,840 | $2.35M | 0.0% | +4.5% | 0.185% | |
| 1/29/2026 | ODonnell Financial Services LLC | 48,795 | $3.84M | 1.3% | -3.9% | 0.302% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 179,275 | $14.10M | 0.3% | +5.7% | 1.110% | |
| 1/28/2026 | Salomon & Ludwin LLC | 1,025 | $81K | 0.0% | N/A | 0.006% | |
| 1/27/2026 | PFG Advisors | 17,261 | $1.36M | 0.1% | -9.7% | 0.107% | |
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| 1/26/2026 | CWM LLC | 22,039 | $1.73M | 0.0% | -1.4% | 0.136% | |
| 1/23/2026 | Farther Finance Advisors LLC | 503 | $40K | 0.0% | N/A | 0.003% | |
| 1/23/2026 | HBW Advisory Services LLC | 3,511 | $276K | 0.0% | +5.5% | 0.022% | |
| 1/21/2026 | MBL Wealth LLC | 65,036 | $5.12M | 0.4% | +6.9% | 0.403% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 704 | $55K | 0.0% | N/A | 0.004% | |
| 1/20/2026 | Stewardship Concepts Financial Services LLC | 4,798 | $378K | 0.3% | N/A | 0.030% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 19,364 | $1.52M | 0.0% | -1.2% | 0.120% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 5,880 | $462K | 0.0% | +16.6% | 0.036% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 6,266 | $497K | 0.0% | -3.6% | 0.039% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 13,501 | $1.08M | 0.0% | -2.1% | 0.083% | |