| 7/10/2026 | Fiduciary Financial Group LLC | 17,240 | $374K | 0.0% | -37.6% | 0.028% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 113,499 | $2.46M | 0.2% | +19.0% | 0.183% | |
| 7/9/2026 | Baron Financial Group LLC | 164,521 | $3.57M | 1.7% | +10.5% | 0.266% | |
| 7/9/2026 | Legacy Wealth Asset Management LLC | 35,211 | $763K | 0.2% | +4.3% | 0.057% | |
| 7/8/2026 | First Heartland Consultants Inc. | 21,150 | $459K | 0.0% | -5.0% | 0.034% | |
| 7/8/2026 | Eclectic Associates Inc. ADV | 24,658 | $535K | 0.1% | -25.5% | 0.040% | |
| 5/19/2026 | Western Wealth Management LLC | 1,926 | $42K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | Bank of America Corp DE | 533,238 | $11.71M | 0.0% | +17.8% | 0.776% | |
| 5/18/2026 | Royal Bank of Canada | 61,186 | $1.34M | 0.0% | -15.6% | 0.089% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 2,556,928 | $56.13M | 0.0% | -7.3% | 3.722% | |
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| 5/13/2026 | Cetera Investment Advisers | 321,487 | $7.06M | 0.0% | -0.8% | 0.468% | |
| 5/13/2026 | CI Investments Inc. | 6,516,641 | $143.04M | 0.7% | N/A | 9.486% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 241,827 | $5.31M | 0.0% | -0.4% | 0.352% | |
| 5/6/2026 | Assetmark Inc. | 206,597 | $4.54M | 0.0% | +3.0% | 0.301% | |
| 5/6/2026 | Gould Asset Management LLC CA | 723,388 | $15.88M | 2.8% | +6.7% | 1.053% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 1,433,737 | $31.47M | 1.6% | -6.4% | 2.087% | |
| 5/4/2026 | AMG National Trust Bank | 40,442 | $888K | 0.0% | N/A | 0.059% | |
| 5/1/2026 | Fifth Third Bancorp | 18,181 | $399K | 0.0% | N/A | 0.026% | |
| 5/1/2026 | WealthShield Partners LLC | 388,551 | $8.53M | 1.0% | +9.9% | 0.566% | |
| 4/30/2026 | Kestra Advisory Services LLC | 19,822 | $435K | 0.0% | -6.4% | 0.029% | |
| 4/29/2026 | Family CFO Inc | 36,121 | $793K | 0.4% | N/A | 0.053% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 485,825 | $10.66M | 1.4% | +5.6% | 0.707% | |
| 4/25/2026 | rebel Financial LLC | 294,183 | $6.46M | 2.8% | +5.2% | 0.428% | |
| 4/25/2026 | TSG Advice Partners LLC | 18,407 | $404K | 0.1% | N/A | 0.027% | |
| 4/25/2026 | 4Thought Financial Group Inc. | 11,678 | $256K | 0.1% | -4.6% | 0.017% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 9,715 | $213K | 0.1% | N/A | 0.014% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 197,604 | $4.34M | 0.0% | N/A | 0.288% | |
| 4/22/2026 | Realta Investment Advisors | 10,359 | $227K | 0.1% | -5.5% | 0.015% | |
| 4/20/2026 | Auour Investments LLC | 76,679 | $1.68M | 0.5% | +5.7% | 0.112% | |
| 4/20/2026 | RFG Advisory LLC | 23,062 | $506K | 0.0% | -83.2% | 0.034% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 312,496 | $6.86M | 4.0% | +17.1% | 0.455% | |
| 3/20/2026 | Purpose Unlimited Inc. | 2,794 | $63K | 0.0% | N/A | 0.004% | |
| 3/13/2026 | World Investment Advisors | 11,969 | $270K | 0.0% | N/A | 0.017% | |
| 3/4/2026 | Pure Financial Advisors LLC | 49,432 | $1.11M | 0.0% | -1.9% | 0.072% | |
| 2/27/2026 | Arwa LLC | 11,785 | $266K | 0.2% | N/A | 0.017% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 64,223 | $1.45M | 0.0% | +426.5% | 0.094% | |
| 2/18/2026 | Quadrature Capital Ltd | 108,872 | $2.45M | 0.0% | N/A | 0.159% | |
| 2/17/2026 | Fairview Capital Investment Management LLC | 27,266 | $614K | 0.0% | -22.8% | 0.040% | |
| 2/17/2026 | Osaic Holdings Inc. | 91,341 | $2.06M | 0.0% | -4.7% | 0.133% | |
| 2/17/2026 | Hillman Capital Management Inc. | 6,240 | $141K | 0.1% | N/A | 0.009% | |
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| 2/17/2026 | &PARTNERS | 22,005 | $496K | 0.0% | +136.4% | 0.032% | |
| 2/17/2026 | Royal Bank of Canada | 72,472 | $1.63M | 0.0% | +111.9% | 0.106% | |
| 2/17/2026 | Howe & Rusling Inc. | 3,683 | $83K | 0.0% | N/A | 0.005% | |
| 2/17/2026 | Gould Asset Management LLC CA | 678,111 | $15.28M | 2.7% | +21.7% | 0.989% | |
| 2/16/2026 | MML Investors Services LLC | 227,079 | $5.12M | 0.0% | +42.5% | 0.331% | |
| 2/16/2026 | Destination Wealth Management | 10,571 | $238K | 0.0% | N/A | 0.015% | |
| 2/13/2026 | Kestra Advisory Services LLC | 21,172 | $477K | 0.0% | -9.2% | 0.031% | |
| 2/13/2026 | The Manufacturers Life Insurance Company | 2,759,114 | $62.16M | 0.1% | -50.2% | 4.022% | |
| 2/13/2026 | Stifel Financial Corp | 55,977 | $1.26M | 0.0% | -18.1% | 0.082% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 29,736 | $671K | 0.0% | +48.4% | 0.043% | |
| 2/13/2026 | Morgan Stanley | 3,095,764 | $69.75M | 0.0% | +9.6% | 4.513% | |
| 2/13/2026 | State Street Corp | 14,272 | $322K | 0.0% | +7.7% | 0.021% | |
| 2/13/2026 | Wells Fargo & Company MN | 206,162 | $4.65M | 0.0% | +45.5% | 0.301% | |
| 2/13/2026 | RPg Family Wealth Advisory LLC | 12,565 | $283K | 0.1% | -8.4% | 0.018% | |
| 2/12/2026 | Jane Street Group LLC | 458,947 | $10.34M | 0.0% | -74.3% | 0.669% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 397,095 | $8.95M | 0.0% | +1.4% | 0.579% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 256,427 | $5.78M | 0.0% | -40.0% | 0.374% | |
| 2/12/2026 | Sykon Capital LLC | 57,495 | $1.30M | 0.4% | -41.8% | 0.084% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 3,493 | $79K | 0.0% | -26.7% | 0.005% | |
| 2/12/2026 | Bank of Montreal Can | 8,689 | $196K | 0.0% | +71.2% | 0.013% | |
| 2/12/2026 | Colonial Trust Co SC | 1,314 | $30K | 0.0% | -56.2% | 0.002% | |
| 2/12/2026 | Principal Securities Inc. | 20,984 | $473K | 0.0% | +3.0% | 0.031% | |
| 2/11/2026 | Cerity Partners LLC | 62,968 | $1.42M | 0.0% | +13.1% | 0.092% | |
| 2/11/2026 | Cerity Partners OCIO LLC | 7,431,984 | $167.44M | 9.3% | -3.3% | 10.834% | |
| 2/11/2026 | LPL Financial LLC | 426,296 | $9.60M | 0.0% | -0.8% | 0.621% | |
| 2/11/2026 | Franklin Resources Inc. | 3,472 | $78K | 0.0% | N/A | 0.005% | |
| 2/11/2026 | Ackerman Capital Advisors LLC | 299,627 | $6.75M | 1.4% | +2,911.3% | 0.437% | |
| 2/11/2026 | FLC Capital Advisors | 434,297 | $9.79M | 1.8% | +5.8% | 0.633% | |
| 2/11/2026 | Lifestyle Asset Management Inc. | 220,522 | $4.97M | 1.6% | +8.6% | 0.321% | |
| 2/11/2026 | Convergence Financial LLC | 36,325 | $818K | 0.1% | -8.2% | 0.053% | |
| 2/11/2026 | Avalon Capital Management | 26,839 | $605K | 0.1% | -27.8% | 0.039% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 625,925 | $14.10M | 0.0% | +2,119.7% | 0.912% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,433 | $32K | 0.0% | +65.9% | 0.002% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 83,150 | $1.87M | 0.0% | +22.6% | 0.121% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 57,822 | $1.30M | 0.0% | N/A | 0.084% | |
| 2/6/2026 | Covestor Ltd | 11,235 | $253K | 0.1% | -34.9% | 0.016% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 242,723 | $5.47M | 0.0% | +2.1% | 0.354% | |
| 2/6/2026 | Csenge Advisory Group | 15,350 | $346K | 0.0% | +17.1% | 0.022% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 102,981 | $2.32M | 0.0% | +37.2% | 0.150% | |
| 2/5/2026 | Leuthold Group LLC | 832,892 | $18.77M | 2.0% | -0.6% | 1.214% | |
| 2/5/2026 | Tennessee Valley Asset Management Partners | 33,512 | $755K | 0.1% | +35.7% | 0.049% | |
| 2/4/2026 | VanderPol Investments L.L.C. | 59,277 | $1.34M | 2.3% | +12.9% | 0.104% | |
| 2/4/2026 | World Investment Advisors | 11,969 | $256K | 0.0% | N/A | 0.021% | |
| 2/4/2026 | Pure Financial Advisors LLC | 49,432 | $1.11M | 0.0% | -1.9% | 0.086% | |
| 2/3/2026 | Buck Wealth Strategies LLC | 71,776 | $1.62M | 0.2% | -15.0% | 0.125% | |
| 2/3/2026 | Eclectic Associates Inc. ADV | 31,500 | $710K | 0.1% | +25.5% | 0.055% | |
| 2/3/2026 | WealthShield Partners LLC | 353,597 | $7.97M | 0.9% | +3,709.1% | 0.618% | |
| 2/3/2026 | RFG Advisory LLC | 137,376 | $3.10M | 0.1% | +16.1% | 0.240% | |
| 2/2/2026 | Truist Financial Corp | 12,331 | $278K | 0.0% | N/A | 0.022% | |
| 2/2/2026 | Breakwater Investment Management | 4,247 | $96K | 0.0% | +51.3% | 0.007% | |
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| 2/2/2026 | Horizon Investments LLC | 1,417 | $32K | 0.0% | N/A | 0.002% | |
| 1/29/2026 | Comerica Bank | 36,533 | $823K | 0.0% | +136.9% | 0.064% | |
| 1/29/2026 | UBS Group AG | 142,083 | $3.20M | 0.0% | -2.3% | 0.248% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 22,902 | $516K | 0.0% | N/A | 0.040% | |
| 1/28/2026 | Quent Long Short Global Small Cap Fund LP | 102,931 | $2.32M | 0.2% | N/A | 0.150% | |
| 1/27/2026 | Checchi Capital Advisers LLC | 1,532,256 | $34.52M | 1.8% | -8.4% | 2.679% | |
| 1/23/2026 | Assetmark Inc. | 200,518 | $4.52M | 0.0% | +423.1% | 0.351% | |
| 1/23/2026 | Tectonic Advisors LLC | 584,925 | $13.18M | 0.7% | +7.9% | 1.023% | |
| 1/23/2026 | FSM Wealth Advisors LLC | 14,700 | $331K | 0.0% | +7.9% | 0.026% | |
| 1/23/2026 | Fifth Third Securities Inc. | 20,918 | $471K | 0.0% | +2.8% | 0.037% | |