| 5/5/2026 | Bank of New York Mellon Corp | 22,427 | $1.12M | 0.0% | -2.6% | 0.114% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,688 | $84K | 0.0% | -32.5% | 0.009% | |
| 5/5/2026 | Nwam LLC | 78,599 | $3.92M | 0.2% | -1.8% | 0.400% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 7,263 | $362K | 0.1% | N/A | 0.037% | |
| 5/2/2026 | Diversify Wealth Management LLC | 9,776 | $487K | 0.0% | N/A | 0.050% | |
| 5/1/2026 | Fifth Third Bancorp | 2,295 | $114K | 0.0% | N/A | 0.012% | |
| 5/1/2026 | Sovran Advisors LLC | 21,078 | $1.05M | 0.1% | -14.2% | 0.107% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 8,915 | $444K | 0.4% | -4.3% | 0.045% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 10,064 | $539K | 0.1% | -6.1% | 0.051% | |
| 4/30/2026 | Kestra Advisory Services LLC | 22,245 | $1.11M | 0.0% | +7.4% | 0.113% | |
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| 4/27/2026 | Moran Wealth Management LLC | 27,509 | $1.37M | 0.0% | +60.6% | 0.141% | |
| 4/27/2026 | Carter Financial Group INC. | 128,804 | $6.42M | 4.0% | -0.6% | 0.661% | |
| 4/27/2026 | Private Advisor Group LLC | 13,654 | $680K | 0.0% | -51.9% | 0.070% | |
| 4/27/2026 | Sound Income Strategies LLC | 524 | $26K | 0.0% | -35.5% | 0.003% | |
| 4/24/2026 | PW Advisors LLC FL | 6,413 | $319K | 0.2% | -87.6% | 0.033% | |
| 4/24/2026 | James Investment Research Inc. | 6,913 | $344K | 0.0% | -45.5% | 0.035% | |
| 4/23/2026 | WMG Financial Advisors LLC | 50,745 | $2.53M | 1.1% | +8.0% | 0.260% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 96,384 | $4.80M | 0.0% | +4.0% | 0.518% | |
| 4/21/2026 | Maridea Wealth Management LLC | 5,044 | $251K | 0.0% | N/A | 0.027% | |
| 4/21/2026 | Columbus Macro LLC | 95,379 | $4.75M | 0.5% | +2.1% | 0.513% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 8,403 | $419K | 0.0% | +9.0% | 0.045% | |
| 4/20/2026 | RFG Advisory LLC | 6,068 | $302K | 0.0% | N/A | 0.033% | |
| 4/20/2026 | Apella Capital LLC | 4,563 | $227K | 0.0% | +11.7% | 0.025% | |
| 4/17/2026 | AdvisorNet Financial Inc | 2,644 | $132K | 0.0% | -10.0% | 0.014% | |
| 4/17/2026 | Brookstone Capital Management | 24,808 | $1.24M | 0.0% | -34.6% | 0.133% | |
| 4/16/2026 | Freedom Financial Partners LLC | 9,970 | $497K | 0.2% | +2.4% | 0.054% | |
| 4/16/2026 | Paladin Wealth LLC | 8,471 | $422K | 0.3% | +36.2% | 0.046% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 8,575 | $427K | 0.0% | -2.0% | 0.046% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 9,552 | $543K | 0.0% | -10.9% | 0.046% | |
| 3/13/2026 | Fund Advisors of America Inc FL | 6,153 | $350K | 0.3% | N/A | 0.030% | |
| 2/25/2026 | Thryve Wealth Management LLC | 133,614 | $7.60M | 3.8% | N/A | 0.647% | |
| 2/18/2026 | EP Wealth Advisors LLC | 4,375 | $249K | 0.0% | N/A | 0.021% | |
| 2/18/2026 | VestGen Advisors LLC | 13,168 | $749K | 0.0% | N/A | 0.064% | |
| 2/18/2026 | IHT Wealth Management LLC | 5,244 | $298K | 0.0% | -82.4% | 0.025% | |
| 2/17/2026 | Cetera Investment Advisers | 153,619 | $8.74M | 0.0% | +5.9% | 0.744% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,192 | $409K | 0.0% | -41.0% | 0.035% | |
| 2/17/2026 | Osaic Holdings Inc. | 7,320 | $417K | 0.0% | +6.5% | 0.035% | |
| 2/17/2026 | Advisory Services Network LLC | 4,005 | $228K | 0.0% | +63.1% | 0.019% | |
| 2/17/2026 | &PARTNERS | 44,363 | $2.52M | 0.0% | N/A | 0.215% | |
| 2/17/2026 | Royal Bank of Canada | 122,134 | $6.95M | 0.0% | +2.1% | 0.591% | |
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| 2/16/2026 | MML Investors Services LLC | 83,853 | $4.77M | 0.0% | +3.4% | 0.406% | |
| 2/16/2026 | Mariner LLC | 22,455 | $1.28M | 0.0% | -25.6% | 0.109% | |
| 2/16/2026 | Arax Advisory Partners | 14,610 | $812K | 0.0% | N/A | 0.071% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 6,589 | $375K | 0.0% | -11.7% | 0.032% | |
| 2/13/2026 | CreativeOne Wealth LLC | 6,221 | $354K | 0.0% | -29.3% | 0.030% | |
| 2/13/2026 | Kestra Advisory Services LLC | 20,718 | $1.18M | 0.0% | +8.1% | 0.100% | |
| 2/13/2026 | Visionary Wealth Advisors | 10,756 | $612K | 0.0% | -25.3% | 0.052% | |
| 2/13/2026 | Stifel Financial Corp | 67,898 | $3.86M | 0.0% | +18.7% | 0.329% | |
| 2/13/2026 | Quattro Advisors LLC | 31,686 | $1.80M | 1.4% | N/A | 0.153% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 2,810 | $162K | 0.0% | -7.8% | 0.014% | |
| 2/13/2026 | Safe Harbor Wealth Advisors LLC | 8,286 | $436K | 0.4% | N/A | 0.040% | |
| 2/13/2026 | B & T Capital Management DBA Alpha Capital Management | 11,030 | $627K | 0.1% | +10.8% | 0.053% | |
| 2/13/2026 | Morgan Stanley | 1,559,411 | $88.72M | 0.0% | +14.0% | 7.552% | |
| 2/13/2026 | Carter Financial Group INC. | 129,640 | $7.38M | 4.4% | +1.9% | 0.628% | |
| 2/13/2026 | Arkadios Wealth Advisors | 4,093 | $233K | 0.0% | +27.1% | 0.020% | |
| 2/13/2026 | Wells Fargo & Company MN | 433,729 | $24.68M | 0.0% | -9.1% | 2.100% | |
| 2/13/2026 | Banco Santander S.A. | 7,848 | $446K | 0.0% | +27.7% | 0.038% | |
| 2/12/2026 | Jane Street Group LLC | 26,329 | $1.50M | 0.0% | -84.2% | 0.128% | |
| 2/12/2026 | HRT Financial LP | 6,878 | $391K | 0.0% | N/A | 0.033% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 73,259 | $4.17M | 0.0% | +3.4% | 0.355% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 54,718 | $3.11M | 0.0% | -1.1% | 0.265% | |
| 2/12/2026 | Burke & Herbert Bank & Trust Co. | 7,198 | $409K | 0.1% | +53.6% | 0.035% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 79,802 | $4.54M | 0.0% | -16.2% | 0.386% | |
| 2/12/2026 | Renaissance Technologies LLC | 16,400 | $933K | 0.0% | -45.0% | 0.079% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 19,199 | $1.09M | 0.0% | +3.6% | 0.093% | |
| 2/12/2026 | Betterment LLC | 4,000 | $228K | 0.0% | N/A | 0.019% | |
| 2/12/2026 | Bank of Montreal Can | 1,708 | $97K | 0.0% | -17.5% | 0.008% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 4,980 | $283K | 0.0% | +7.4% | 0.024% | |
| 2/12/2026 | Mattson Financial Services LLC | 76,755 | $4.37M | 1.0% | +10.1% | 0.372% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 92,635 | $5.27M | 0.0% | +3.5% | 0.449% | |
| 2/11/2026 | Simplex Trading LLC | 1,556 | $89K | 0.0% | -48.4% | 0.008% | |
| 2/11/2026 | Insight Advisors LLC PA | 11,050 | $629K | 0.1% | -15.6% | 0.054% | |
| 2/11/2026 | LPL Financial LLC | 1,014,462 | $57.71M | 0.0% | +4.1% | 4.913% | |
| 2/11/2026 | Manchester Capital Management LLC | 1,810 | $103K | 0.0% | +13.8% | 0.009% | |
| 2/11/2026 | Strategic Wealth Investment Group LLC | 30,121 | $1.71M | 0.2% | -32.2% | 0.146% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 6,977 | $391K | 0.0% | -69.5% | 0.034% | |
| 2/11/2026 | Vise Technologies Inc. | 23,963 | $1.36M | 0.0% | +7.8% | 0.116% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 13,716 | $780K | 0.0% | N/A | 0.066% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 21,691 | $1.23M | 0.0% | -4.3% | 0.105% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 55,001 | $3.13M | 0.0% | -38.4% | 0.266% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 16,668 | $948K | 0.0% | +6.3% | 0.081% | |
| 2/9/2026 | Harbour Investments Inc. | 603 | $34K | 0.0% | -43.2% | 0.003% | |
| 2/6/2026 | Global Retirement Partners LLC | 12,053 | $686K | 0.0% | +185.3% | 0.058% | |
| 2/6/2026 | Copia Wealth Management | 707 | $40K | 0.0% | -29.7% | 0.003% | |
| 2/6/2026 | IFP Advisors Inc | 27,468 | $1.56M | 0.0% | +11.5% | 0.133% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 7,997 | $455K | 0.0% | +3.8% | 0.039% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 2,396 | $136K | 0.0% | +24.5% | 0.012% | |
| 2/6/2026 | HighTower Advisors LLC | 179,023 | $10.19M | 0.0% | +17.7% | 0.867% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 10,182 | $579K | 0.0% | N/A | 0.049% | |
| 2/5/2026 | Florin Court Capital LLP | 6,100 | $347K | 0.5% | -85.3% | 0.030% | |
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| 2/5/2026 | AlphaCore Capital LLC | 1,510 | $86K | 0.0% | +30.2% | 0.007% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 4,263,162 | $242.53M | 0.1% | +18,704.5% | 20.645% | |
| 2/5/2026 | PCG Wealth Advisors LLC | 8,909 | $507K | 0.1% | -16.8% | 0.043% | |
| 2/5/2026 | Western Wealth Management LLC | 25,050 | $1.43M | 0.1% | +3.9% | 0.121% | |
| 2/5/2026 | Allworth Financial LP | 7,527 | $428K | 0.0% | +158.7% | 0.036% | |
| 2/4/2026 | Rollins Financial Advisors LLC | 6,590 | $375K | 0.1% | +9.6% | 0.032% | |
| 2/4/2026 | Nwam LLC | 80,004 | $4.55M | 0.3% | -1.1% | 0.387% | |
| 1/30/2026 | Wealthfront Advisers LLC | 50,532 | $2.88M | 0.0% | -1.5% | 0.242% | |
| 1/29/2026 | Comerica Bank | 3,988 | $227K | 0.0% | +66.3% | 0.019% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 7,712 | $439K | 0.0% | -44.1% | 0.037% | |