| 7/8/2026 | MRA Advisory Group | 4,658 | $249K | 0.1% | +5.4% | 0.060% | |
| 7/8/2026 | Sonoma Allocations LLC | 8,073 | $438K | 0.2% | +28.7% | 0.104% | |
| 7/1/2026 | Eastern Bank | 110,437 | $5.89M | 0.1% | N/A | 1.425% | |
| 5/19/2026 | Sonoma Allocations LLC | 6,275 | $393K | 0.1% | +28.7% | 0.081% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 990 | $62K | 0.0% | -65.6% | 0.013% | |
| 5/18/2026 | Royal Bank of Canada | 4,550 | $282K | 0.0% | -6.9% | 0.059% | |
| 5/13/2026 | Cetera Investment Advisers | 26,586 | $1.65M | 0.0% | -56.7% | 0.343% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 541 | $33K | 0.0% | +2,359.1% | 0.007% | |
| 5/6/2026 | Assetmark Inc. | 4,422 | $275K | 0.0% | -60.7% | 0.057% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,241 | $264K | 0.0% | +171.5% | 0.051% | |
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| 4/29/2026 | Horst & Graben Wealth Management LLC | 4,795 | $299K | 0.0% | -64.4% | 0.058% | |
| 4/27/2026 | PFG Investments LLC | 12,132 | $754K | 0.0% | +22.7% | 0.147% | |
| 4/27/2026 | Trademark Financial Management LLC | 9,164 | $570K | 0.3% | -5.5% | 0.111% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 5,462 | $340K | 0.0% | -66.5% | 0.066% | |
| 4/22/2026 | MRA Advisory Group | 4,418 | $275K | 0.1% | -24.6% | 0.054% | |
| 4/21/2026 | Maridea Wealth Management LLC | 47,978 | $2.98M | 0.4% | N/A | 0.582% | |
| 4/17/2026 | Brookstone Capital Management | 5,130 | $319K | 0.0% | -17.3% | 0.095% | |
| 3/16/2026 | Osbon Capital Management LLC | 476 | $27K | 0.0% | N/A | 0.006% | |
| 3/13/2026 | World Investment Advisors | 4,164 | $240K | 0.0% | N/A | 0.050% | |
| 3/2/2026 | Sankala Group LLC | 4,917 | $283K | 0.2% | N/A | 0.060% | |
| 2/23/2026 | Sonoma Allocations LLC | 4,874 | $303K | 0.1% | N/A | 0.059% | |
| 2/17/2026 | Cetera Investment Advisers | 61,356 | $3.53M | 0.0% | +6.7% | 0.744% | |
| 2/17/2026 | Equitable Holdings Inc. | 13,067 | $753K | 0.0% | -3.6% | 0.158% | |
| 2/17/2026 | GeoWealth Management LLC | 9,041 | $521K | 0.0% | +15.4% | 0.110% | |
| 2/17/2026 | Osaic Holdings Inc. | 28,033 | $1.62M | 0.0% | -18.9% | 0.340% | |
| 2/17/2026 | Royal Bank of Canada | 4,889 | $282K | 0.0% | +94.7% | 0.059% | |
| 2/16/2026 | MML Investors Services LLC | 34,381 | $1.98M | 0.0% | +6.3% | 0.417% | |
| 2/16/2026 | Clarity Asset Management Inc. | 830 | $48K | 0.0% | +379.8% | 0.010% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,562 | $90K | 0.0% | N/A | 0.019% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 644 | $37K | 0.0% | +255.8% | 0.008% | |
| 2/13/2026 | OpenArc Corporate Advisory LLC | 3,614 | $208K | 0.0% | N/A | 0.044% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 30,182 | $1.72M | 0.0% | +20.5% | 0.366% | |
| 2/12/2026 | Jane Street Group LLC | 61,162 | $3.52M | 0.0% | -67.3% | 0.741% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 9,168 | $528K | 0.0% | -25.6% | 0.111% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 222,988 | $12.84M | 0.0% | +3.6% | 2.703% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 4,147 | $239K | 0.0% | +7.2% | 0.050% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 4,127 | $238K | 0.0% | N/A | 0.050% | |
| 2/11/2026 | LPL Financial LLC | 259,327 | $14.94M | 0.0% | +12.6% | 3.143% | |
| 2/11/2026 | JPMorgan Chase & Co. | 107,504 | $6.19M | 0.0% | +3.7% | 1.303% | |
| 2/11/2026 | Modus Advisors LLC | 1,120 | $65K | 0.0% | N/A | 0.014% | |
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| 2/11/2026 | OneAscent Financial Services LLC | 4,085 | $235K | 0.0% | N/A | 0.050% | |
| 2/11/2026 | Avise Financial Cooperative Inc. | 15,556 | $896K | 0.8% | N/A | 0.189% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 3,538 | $204K | 0.1% | N/A | 0.043% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 2,880 | $166K | 0.0% | -5.4% | 0.035% | |
| 2/6/2026 | 3EDGE Asset Management LP | 35,614 | $2.05M | 0.1% | -61.3% | 0.432% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 156,818 | $9.03M | 0.0% | -2.8% | 1.901% | |
| 2/4/2026 | World Investment Advisors | 4,164 | $224K | 0.0% | N/A | 0.050% | |
| 2/3/2026 | MGO One Seven LLC | 4,019 | $231K | 0.0% | -7.4% | 0.049% | |
| 2/3/2026 | RFG Advisory LLC | 4,899 | $282K | 0.0% | N/A | 0.059% | |
| 2/2/2026 | One Wealth Advisors LLC | 18,866 | $1.09M | 0.1% | +5.0% | 0.229% | |
| 1/28/2026 | Trademark Financial Management LLC | 9,696 | $558K | 0.3% | +3.1% | 0.118% | |
| 1/27/2026 | Horst & Graben Wealth Management LLC | 13,452 | $775K | 0.1% | +2.8% | 0.163% | |
| 1/26/2026 | Merit Financial Group LLC | 7,339 | $423K | 0.0% | +22.9% | 0.089% | |
| 1/26/2026 | CWM LLC | 43,144 | $2.49M | 0.0% | -2.0% | 0.523% | |
| 1/26/2026 | PFG Investments LLC | 9,887 | $569K | 0.0% | +47.5% | 0.120% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,495 | $144K | 0.0% | +210.7% | 0.030% | |
| 1/23/2026 | Natural Investments LLC | 10,101 | $581K | 0.1% | +3.8% | 0.122% | |
| 1/23/2026 | Assetmark Inc. | 11,258 | $648K | 0.0% | -6.6% | 0.136% | |
| 1/16/2026 | MRA Advisory Group | 5,861 | $338K | 0.1% | N/A | 0.071% | |
| 1/16/2026 | Perigon Wealth Management LLC | 17,115 | $986K | 0.0% | +25.7% | 0.207% | |
| 1/16/2026 | SigFig Wealth Management LLC | 7,075 | $408K | 0.0% | -5.9% | 0.086% | |
| 1/15/2026 | Brookstone Capital Management | 6,202 | $357K | 0.0% | +6.6% | 0.075% | |
| 1/5/2026 | Park Avenue Securities LLC | 57,974 | $3.34M | 0.0% | -1.5% | 0.716% | |
| 1/1/2026 | JPMorgan Chase & Co. | 103,696 | $5.36M | 0.0% | N/A | 1.338% | |
| 11/18/2025 | Advisory Services Network LLC | 633 | $33K | 0.0% | N/A | 0.008% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 11,288 | $583K | 0.0% | N/A | 0.146% | |
| 11/17/2025 | Susquehanna International Group LLP | 4,269 | $221K | 0.0% | -30.7% | 0.055% | |
| 11/17/2025 | Mariner LLC | 8,900 | $460K | 0.0% | N/A | 0.115% | |
| 11/17/2025 | Citadel Advisors LLC | 15,541 | $803K | 0.0% | -62.7% | 0.201% | |
| 11/14/2025 | Equitable Holdings Inc. | 13,553 | $700K | 0.0% | N/A | 0.175% | |
| 11/14/2025 | Comerica Bank | 865 | $45K | 0.0% | N/A | 0.011% | |
| 11/13/2025 | GeoWealth Management LLC | 7,835 | $405K | 0.0% | N/A | 0.101% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 12,321 | $637K | 0.0% | N/A | 0.159% | |
| 11/10/2025 | JFS Wealth Advisors LLC | 840 | $43K | 0.0% | N/A | 0.011% | |
| 11/10/2025 | Cozad Asset Management Inc. | 8,400 | $434K | 0.0% | +64.7% | 0.108% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 3,043 | $157K | 0.0% | N/A | 0.039% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 13,622 | $704K | 0.0% | N/A | 0.176% | |
| 11/7/2025 | JPMorgan Chase & Co. | 103,696 | $5.36M | 0.0% | N/A | 1.338% | |
| 11/6/2025 | Assetmark Inc. | 12,051 | $623K | 0.0% | N/A | 0.155% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 741,994 | $38.33M | 0.0% | N/A | 9.574% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 17,510 | $905K | 0.0% | N/A | 0.226% | |
| 11/3/2025 | Investor s Fiduciary Advisor Network LLC | 5,762 | $297K | 0.1% | N/A | 0.074% | |
| 11/3/2025 | One Wealth Advisors LLC | 17,963 | $928K | 0.1% | N/A | 0.232% | |
| 10/31/2025 | PFG Investments LLC | 6,701 | $346K | 0.0% | N/A | 0.086% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 161,313 | $8.33M | 0.0% | N/A | 2.081% | |
| 10/30/2025 | 3EDGE Asset Management LP | 91,929 | $4.75M | 0.3% | +20.5% | 1.186% | |
| 10/30/2025 | Bailard Inc. | 8,000 | $413K | 0.0% | N/A | 0.103% | |
| 10/24/2025 | MGO One Seven LLC | 4,339 | $224K | 0.0% | N/A | 0.057% | |
| 10/23/2025 | Park Avenue Securities LLC | 58,883 | $3.04M | 0.0% | N/A | 0.775% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 215,256 | $11.12M | 0.0% | +16.4% | 2.832% | |
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| 10/21/2025 | SigFig Wealth Management LLC | 7,516 | $385K | 0.0% | N/A | 0.099% | |
| 10/20/2025 | Merit Financial Group LLC | 5,972 | $309K | 0.0% | N/A | 0.077% | |
| 10/17/2025 | Trademark Financial Management LLC | 9,407 | $486K | 0.3% | +38.3% | 0.124% | |
| 10/17/2025 | Perigon Wealth Management LLC | 13,617 | $703K | 0.0% | N/A | 0.179% | |
| 10/16/2025 | Horst & Graben Wealth Management LLC | 13,087 | $676K | 0.1% | N/A | 0.172% | |
| 10/15/2025 | CWM LLC | 44,046 | $2.28M | 0.0% | N/A | 0.580% | |
| 10/15/2025 | Brookstone Capital Management | 5,819 | $301K | 0.0% | N/A | 0.079% | |
| 10/14/2025 | Farther Finance Advisors LLC | 803 | $41K | 0.0% | N/A | 0.011% | |
| 10/10/2025 | Natural Investments LLC | 9,728 | $502K | 0.1% | +17.5% | 0.131% | |
| 10/10/2025 | Sharkey Howes & Javer | 11,228 | $580K | 0.1% | N/A | 0.152% | |