| 6/3/2026 | NewEdge Advisors LLC | 3,804 | $871K | 0.0% | +2.1% | 0.074% | |
| 5/19/2026 | Western Wealth Management LLC | 194 | $44K | 0.0% | N/A | 0.004% | |
| 5/19/2026 | Bank of America Corp DE | 305,368 | $69.94M | 0.0% | -2.6% | 5.918% | |
| 5/18/2026 | Royal Bank of Canada | 28,675 | $6.57M | 0.0% | +60.3% | 0.556% | |
| 5/16/2026 | Quantinno Capital Management LP | 1,884 | $432K | 0.0% | +44.9% | 0.037% | |
| 5/14/2026 | Lido Advisors LLC | 1,251 | $287K | 0.0% | -3.5% | 0.024% | |
| 5/13/2026 | Cetera Investment Advisers | 38,082 | $8.72M | 0.0% | +1.5% | 0.738% | |
| 5/6/2026 | Assetmark Inc. | 114,799 | $26.29M | 0.1% | +0.4% | 2.225% | |
| 5/6/2026 | Main Street Group LTD | 298 | $68K | 0.0% | N/A | 0.006% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 5,422 | $1.24M | 0.1% | -3.9% | 0.105% | |
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| 5/5/2026 | Avantax Planning Partners Inc. | 2,128 | $487K | 0.0% | N/A | 0.041% | |
| 5/4/2026 | AMG National Trust Bank | 33,690 | $7.72M | 0.2% | +71.7% | 0.653% | |
| 5/1/2026 | Cullinan Associates Inc. | 1,407 | $322K | 0.0% | +6.3% | 0.027% | |
| 5/1/2026 | Fifth Third Bancorp | 10,444 | $2.39M | 0.0% | N/A | 0.202% | |
| 5/1/2026 | WealthShield Partners LLC | 1,845 | $422K | 0.0% | -15.8% | 0.036% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 1,502 | $344K | 0.0% | N/A | 0.029% | |
| 4/28/2026 | Nvest Financial LLC | 24,847 | $5.69M | 2.1% | +746.0% | 0.482% | |
| 4/27/2026 | HB Wealth Management LLC | 1,460 | $334K | 0.0% | N/A | 0.028% | |
| 4/27/2026 | Private Advisor Group LLC | 71,395 | $16.35M | 0.1% | +421.4% | 1.384% | |
| 4/27/2026 | Sound Income Strategies LLC | 46,580 | $10.75M | 0.5% | +21.4% | 0.903% | |
| 4/24/2026 | Keystone Global Partners LLC | 7,910 | $1.81M | 0.8% | -21.2% | 0.153% | |
| 4/22/2026 | Systelligence LLC | 74,008 | $16.95M | 3.3% | +1.6% | 1.434% | |
| 4/18/2026 | Vermillion Wealth Management Inc. | 12,732 | $2.92M | 1.1% | +16.3% | 0.247% | |
| 4/17/2026 | AdvisorNet Financial Inc | 1,546 | $354K | 0.0% | -2.6% | 0.030% | |
| 4/17/2026 | First Citizens Asset Management Inc. | 1,521 | $348K | 0.1% | -18.8% | 0.029% | |
| 4/16/2026 | Allegheny Financial Group | 16,806 | $3.85M | 0.5% | +0.9% | 0.326% | |
| 4/16/2026 | IVC Wealth Advisors LLC | 16,594 | $3.80M | 1.7% | +4.8% | 0.322% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 40,438 | $9.54M | 0.0% | -0.5% | 0.827% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 2,033 | $480K | 0.0% | +5.2% | 0.042% | |
| 2/18/2026 | Virtue Capital Management LLC | 24,113 | $5.76M | 0.2% | +627.8% | 0.493% | |
| 2/18/2026 | NewEdge Advisors LLC | 3,724 | $879K | 0.0% | -7.0% | 0.076% | |
| 2/18/2026 | Vance Wealth LLC | 4,195 | $990K | 0.3% | -5.7% | 0.086% | |
| 2/17/2026 | AQR Capital Management LLC | 9,729 | $2.30M | 0.0% | N/A | 0.199% | |
| 2/17/2026 | Cetera Investment Advisers | 37,520 | $8.85M | 0.0% | -1.7% | 0.767% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,875 | $1.86M | 0.0% | -1.2% | 0.161% | |
| 2/17/2026 | Kovack Advisors Inc. | 1,651 | $390K | 0.0% | N/A | 0.034% | |
| 2/17/2026 | Osaic Holdings Inc. | 102,626 | $24.23M | 0.0% | -3.3% | 2.099% | |
| 2/17/2026 | Private Advisor Group LLC | 13,692 | $3.23M | 0.0% | +217.1% | 0.280% | |
| 2/17/2026 | Captrust Financial Advisors | 6,182 | $1.46M | 0.0% | -16.2% | 0.126% | |
| 2/17/2026 | &PARTNERS | 1,092 | $258K | 0.0% | N/A | 0.022% | |
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| 2/17/2026 | Royal Bank of Canada | 17,885 | $4.22M | 0.0% | +0.5% | 0.366% | |
| 2/17/2026 | Financial Freedom LLC | 941 | $222K | 0.1% | N/A | 0.019% | |
| 2/16/2026 | Mariner LLC | 3,199 | $755K | 0.0% | +7.6% | 0.065% | |
| 2/16/2026 | FF Advisors LLC | 1,814 | $428K | 0.2% | -12.2% | 0.037% | |
| 2/16/2026 | Cornerstone Financial Management LLC | 1,600 | $378K | 0.4% | N/A | 0.033% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 497 | $117K | 0.0% | N/A | 0.010% | |
| 2/13/2026 | CreativeOne Wealth LLC | 928 | $219K | 0.0% | +5.6% | 0.019% | |
| 2/13/2026 | Kestra Advisory Services LLC | 34,567 | $8.16M | 0.0% | +1.1% | 0.707% | |
| 2/13/2026 | Parkside Financial Bank & Trust | 11,982 | $2.83M | 0.2% | +8.0% | 0.245% | |
| 2/13/2026 | Stifel Financial Corp | 20,299 | $4.79M | 0.0% | +28.8% | 0.415% | |
| 2/13/2026 | Commerce Bank | 14,619 | $3.45M | 0.0% | +8.6% | 0.299% | |
| 2/13/2026 | Bragg Financial Advisors Inc | 9,190 | $2.17M | 0.1% | -1.0% | 0.188% | |
| 2/13/2026 | Arkadios Wealth Advisors | 2,502 | $590K | 0.0% | -32.4% | 0.051% | |
| 2/13/2026 | First National Bank of Omaha | 3,830 | $911K | 0.0% | N/A | 0.078% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 541 | $128K | 0.0% | N/A | 0.011% | |
| 2/13/2026 | Wells Fargo & Company MN | 65,159 | $15.38M | 0.0% | +0.8% | 1.332% | |
| 2/13/2026 | Summit Financial LLC | 11,361 | $2.68M | 0.0% | -1.0% | 0.232% | |
| 2/12/2026 | Jane Street Group LLC | 1,058 | $250K | 0.0% | -72.7% | 0.022% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 3,715 | $877K | 0.0% | +1.2% | 0.076% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 6,556 | $1.55M | 0.0% | +6.6% | 0.134% | |
| 2/12/2026 | Virtue Capital Management LLC | 37,305 | $8.80M | 0.2% | +22.0% | 0.763% | |
| 2/12/2026 | Brandywine Asset Management Inc. | 18,524 | $4.48M | 3.1% | N/A | 0.379% | |
| 2/12/2026 | Grey Fox Wealth Advisors LLC | 10,509 | $2.48M | 0.5% | -4.3% | 0.215% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 8,221 | $1.94M | 0.0% | -5.4% | 0.168% | |
| 2/12/2026 | MIdWestOne Financial Group Inc. | 4,909 | $1.16M | 0.1% | +2.2% | 0.100% | |
| 2/11/2026 | NYL Investors LLC | 9,482 | $2.24M | 0.8% | +78.5% | 0.194% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 1,496 | $353K | 0.0% | -36.6% | 0.031% | |
| 2/11/2026 | LPL Financial LLC | 63,932 | $15.09M | 0.0% | -0.8% | 1.307% | |
| 2/11/2026 | Vermillion Wealth Management Inc. | 10,951 | $2.58M | 1.1% | -0.8% | 0.224% | |
| 2/11/2026 | Disciplina Capital Management LLC | 500 | $118K | 0.0% | N/A | 0.010% | |
| 2/10/2026 | Nvest Financial LLC | 2,937 | $693K | 0.3% | N/A | 0.060% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 7,893 | $1.86M | 0.0% | -22.0% | 0.161% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 4,062 | $959K | 0.0% | +21.4% | 0.083% | |
| 2/10/2026 | Savant Capital LLC | 10,372 | $2.45M | 0.0% | -0.4% | 0.212% | |
| 2/9/2026 | Kuhn & Co Investment Counsel | 1,690 | $399K | 0.3% | N/A | 0.035% | |
| 2/6/2026 | Wrapmanager Inc. | 1,123 | $265K | 0.1% | N/A | 0.023% | |
| 2/6/2026 | FourThought Financial Partners LLC | 4,867 | $1.15M | 0.1% | +7.4% | 0.100% | |
| 2/6/2026 | Global Retirement Partners LLC | 1,781 | $420K | 0.0% | +12.6% | 0.036% | |
| 2/6/2026 | IFP Advisors Inc | 592 | $140K | 0.0% | +21.1% | 0.012% | |
| 2/6/2026 | HighTower Advisors LLC | 27,920 | $6.59M | 0.0% | -4.3% | 0.571% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 1,874 | $442K | 0.0% | -7.5% | 0.038% | |
| 2/6/2026 | Entrust Financial LLC | 867 | $205K | 0.2% | N/A | 0.018% | |
| 2/5/2026 | Mission Wealth Management LP | 1,007 | $238K | 0.0% | -49.0% | 0.021% | |
| 2/5/2026 | First Citizens Asset Management Inc. | 1,874 | $442K | 0.2% | -7.5% | 0.038% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 51,055 | $12.05M | 0.0% | +1,425.4% | 1.044% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 2,021 | $477K | 0.0% | +21.4% | 0.041% | |
| 2/5/2026 | Allworth Financial LP | 1,321 | $312K | 0.0% | +3.4% | 0.027% | |
| 2/4/2026 | Hirtle Callaghan & Co LLC | 1,373 | $324K | 0.0% | -14.0% | 0.028% | |
| 2/4/2026 | Centric Wealth Management | 17,152 | $4.25M | 0.9% | -2.1% | 0.351% | |
| 2/3/2026 | LJI Wealth Management LLC | 33,189 | $7.83M | 1.2% | -10.8% | 0.679% | |
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| 2/3/2026 | WealthShield Partners LLC | 2,190 | $517K | 0.1% | +27.0% | 0.045% | |
| 2/2/2026 | Allegheny Financial Group | 16,654 | $3.93M | 0.6% | +2.8% | 0.341% | |
| 2/2/2026 | Truist Financial Corp | 9,296 | $2.19M | 0.0% | -47.4% | 0.190% | |
| 2/2/2026 | Horizon Investments LLC | 361 | $85K | 0.0% | +76.1% | 0.007% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 7,061 | $1.67M | 0.0% | +11.1% | 0.144% | |
| 2/2/2026 | Oppenheimer Asset Management Inc. | 7,020 | $1.66M | 0.0% | -4.8% | 0.144% | |
| 1/30/2026 | Cullinan Associates Inc. | 1,323 | $312K | 0.0% | N/A | 0.027% | |
| 1/30/2026 | AMG National Trust Bank | 19,624 | $4.63M | 0.1% | +8.3% | 0.401% | |
| 1/29/2026 | Comerica Bank | 3,724 | $879K | 0.0% | +110.2% | 0.076% | |
| 1/29/2026 | D.A. Davidson & CO. | 9,380 | $2.21M | 0.0% | N/A | 0.192% | |