| 6/3/2026 | NewEdge Advisors LLC | 2,149 | $48K | 0.0% | -88.1% | 0.017% | |
| 5/19/2026 | Bank of America Corp DE | 87,754 | $1.97M | 0.0% | -11.5% | 0.708% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 2,362 | $53K | 0.0% | -31.9% | 0.019% | |
| 5/18/2026 | Royal Bank of Canada | 68,284 | $1.53M | 0.0% | +242.3% | 0.551% | |
| 5/13/2026 | Cetera Investment Advisers | 352,175 | $7.89M | 0.0% | +51.7% | 2.840% | |
| 5/7/2026 | Balefire LLC | 15,405 | $345K | 0.1% | +60.2% | 0.124% | |
| 5/6/2026 | Assetmark Inc. | 1,184,658 | $26.52M | 0.1% | +15.5% | 9.554% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 9,500 | $221K | 0.0% | -56.6% | 0.077% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 189,762 | $4.25M | 0.5% | N/A | 1.530% | |
| 4/29/2026 | Ascent Advisors LLC | 7,302 | $163K | 0.3% | N/A | 0.059% | |
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| 3/20/2026 | Hsbc Holdings PLC | 16,954 | $404K | 0.0% | N/A | 0.146% | |
| 2/18/2026 | Vident Advisory LLC | 290,234 | $6.91M | 0.1% | N/A | 2.502% | |
| 2/18/2026 | NewEdge Advisors LLC | 18,053 | $430K | 0.0% | -90.9% | 0.156% | |
| 2/18/2026 | OLD Mission Capital LLC | 33,939 | $808K | 0.0% | -78.0% | 0.293% | |
| 2/17/2026 | Cetera Investment Advisers | 232,113 | $5.52M | 0.0% | N/A | 2.001% | |
| 2/17/2026 | Equitable Holdings Inc. | 54,624 | $1.30M | 0.0% | +56.1% | 0.471% | |
| 2/17/2026 | Osaic Holdings Inc. | 386,715 | $9.20M | 0.0% | -3.8% | 3.334% | |
| 2/17/2026 | Royal Bank of Canada | 19,948 | $475K | 0.0% | -18.5% | 0.172% | |
| 2/16/2026 | Tenzing Financial LLC | 37,558 | $894K | 0.7% | N/A | 0.324% | |
| 2/16/2026 | MML Investors Services LLC | 14,507 | $345K | 0.0% | +36.0% | 0.125% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 143,365 | $3.41M | 0.4% | N/A | 1.236% | |
| 2/13/2026 | CreativeOne Wealth LLC | 21,265 | $506K | 0.0% | +2.1% | 0.183% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 51,082 | $1.22M | 0.1% | +1.4% | 0.440% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 71,200 | $1.70M | 0.0% | N/A | 0.614% | |
| 2/11/2026 | LPL Financial LLC | 17,477 | $416K | 0.0% | +69.4% | 0.151% | |
| 2/11/2026 | Arsenal Capital Advisors LLC | 9,372 | $223K | 0.2% | N/A | 0.081% | |
| 2/10/2026 | Main Management ETF Advisors LLC | 198,158 | $4.72M | 0.2% | N/A | 1.708% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 3,470 | $83K | 0.0% | -29.8% | 0.030% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 16,732 | $398K | 0.0% | N/A | 0.144% | |
| 2/3/2026 | MMA Asset Management LLC | 127,272 | $3.03M | 1.1% | +1.2% | 1.097% | |
| 2/2/2026 | Benjamin Edwards Inc. | 55,675 | $1.33M | 0.0% | -5.3% | 0.480% | |
| 1/29/2026 | Almanack Investment Partners LLC. | 30,807 | $733K | 0.1% | +3.2% | 0.266% | |
| 1/28/2026 | Chicago Partners Investment Group LLC | 21,900 | $544K | 0.0% | N/A | 0.189% | |
| 1/23/2026 | Assetmark Inc. | 1,025,288 | $24.40M | 0.0% | +3,125.3% | 8.839% | |
| 1/22/2026 | Richardson Financial Services Inc. | 20,721 | $493K | 0.2% | N/A | 0.179% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 1,091 | $26K | 0.0% | N/A | 0.009% | |
| 1/21/2026 | Leo Wealth LLC | 325,978 | $7.76M | 0.6% | +14.8% | 2.810% | |
| 11/18/2025 | Advisory Services Network LLC | 1,000 | $26K | 0.0% | N/A | 0.010% | |
| 11/17/2025 | NewEdge Advisors LLC | 197,641 | $5.14M | 0.0% | -11.6% | 2.059% | |
| 11/17/2025 | Citadel Advisors LLC | 22,051 | $574K | 0.0% | N/A | 0.230% | |
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| 11/17/2025 | Bank of America Corp DE | 88,062 | $2.29M | 0.0% | -12.3% | 0.917% | |
| 11/14/2025 | Equitable Holdings Inc. | 35,003 | $910K | 0.0% | +4.0% | 0.365% | |
| 11/14/2025 | Comerica Bank | 965 | $25K | 0.0% | N/A | 0.010% | |
| 11/13/2025 | Menora Mivtachim Holdings LTD. | 13,000 | $338K | 0.0% | -27.8% | 0.135% | |
| 11/13/2025 | Franklin Resources Inc. | 156,079 | $4.06M | 0.0% | +7.1% | 1.626% | |
| 11/13/2025 | CreativeOne Wealth LLC | 20,818 | $541K | 0.0% | -19.6% | 0.217% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 4,945 | $129K | 0.0% | -30.6% | 0.052% | |
| 11/6/2025 | Assetmark Inc. | 31,789 | $827K | 0.0% | +90.0% | 0.331% | |
| 11/5/2025 | MMA Asset Management LLC | 125,710 | $3.27M | 1.1% | -13.3% | 1.309% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 20,800 | $541K | 0.0% | +18.2% | 0.217% | |
| 10/22/2025 | Almanack Investment Partners LLC. | 29,854 | $777K | 0.1% | N/A | 0.311% | |
| 9/4/2025 | Osaic Holdings Inc. | 22,625 | $491K | 0.0% | +34.5% | 0.246% | |
| 8/15/2025 | Benjamin Edwards Inc. | 58,778 | $1.28M | 0.0% | +13.8% | 0.639% | |
| 8/15/2025 | Bank of America Corp DE | 100,438 | $2.18M | 0.0% | +1,806.9% | 1.092% | |
| 8/14/2025 | Raymond James Financial Inc. | 7,683 | $167K | 0.0% | -35.5% | 0.084% | |
| 8/14/2025 | NewEdge Advisors LLC | 223,485 | $4.85M | 0.0% | +6.3% | 2.429% | |
| 8/14/2025 | Menora Mivtachim Holdings LTD. | 18,000 | $391K | 0.0% | -71.4% | 0.196% | |
| 8/13/2025 | Flow Traders U.S. LLC | 37,233 | $808K | 0.0% | N/A | 0.405% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 7,127 | $155K | 0.0% | +422.1% | 0.077% | |
| 8/13/2025 | Hsbc Holdings PLC | 13,822 | $300K | 0.0% | N/A | 0.150% | |
| 8/12/2025 | Financial Advocates Investment Management | 48,375 | $1.05M | 0.1% | N/A | 0.526% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 25,150 | $546K | 0.0% | -36.9% | 0.273% | |
| 8/12/2025 | CreativeOne Wealth LLC | 25,890 | $562K | 0.0% | +4.0% | 0.281% | |
| 8/5/2025 | MMA Asset Management LLC | 144,951 | $3.15M | 1.2% | N/A | 1.576% | |
| 8/4/2025 | Assetmark Inc. | 16,728 | $363K | 0.0% | +144.0% | 0.182% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 17,597 | $382K | 0.0% | +8.4% | 0.191% | |
| 7/24/2025 | Leo Wealth LLC | 311,510 | $6.77M | 0.5% | +12.7% | 3.386% | |
| 7/17/2025 | KWB Wealth | 15,987 | $341K | 0.0% | -38.7% | 0.174% | |
| 7/8/2025 | Boltwood Capital Management | 42,550 | $924K | 0.3% | -1.2% | 0.463% | |
| 5/16/2025 | NewEdge Advisors LLC | 210,319 | $4.49M | 0.0% | +19.7% | 2.565% | |
| 5/15/2025 | Royal Bank of Canada | 183,042 | $3.91M | 0.0% | N/A | 2.232% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 49,268 | $1.05M | 0.1% | +52.9% | 0.601% | |
| 5/14/2025 | CreativeOne Wealth LLC | 24,892 | $532K | 0.0% | -17.1% | 0.304% | |
| 5/14/2025 | CW Advisors LLC | 374,020 | $7.99M | 0.1% | +10.1% | 4.561% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 63,000 | $1.35M | 0.0% | +5.0% | 0.768% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 43,726 | $934K | 0.0% | N/A | 0.533% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 179,806 | $3.84M | 0.5% | +638.9% | 2.193% | |
| 5/12/2025 | Benjamin Edwards Inc. | 51,628 | $1.10M | 0.0% | +62.2% | 0.630% | |
| 5/6/2025 | Assetmark Inc. | 6,857 | $146K | 0.0% | +46.7% | 0.084% | |
| 5/2/2025 | Leo Wealth LLC | 276,404 | $5.90M | 0.8% | -3.3% | 3.371% | |
| 4/10/2025 | Boltwood Capital Management | 43,050 | $920K | 0.3% | +4.5% | 0.525% | |
| 4/10/2025 | KWB Wealth | 26,075 | $557K | 0.1% | -20.1% | 0.318% | |
| 2/18/2025 | GTS Securities LLC | 11,839 | $218K | 0.0% | N/A | 0.185% | |
| 2/17/2025 | Main Management ETF Advisors LLC | 768,950 | $14.15M | 0.6% | +13.8% | 12.015% | |
| 2/17/2025 | Benjamin Edwards Inc. | 31,834 | $586K | 0.0% | +8.0% | 0.497% | |
| 2/14/2025 | Northern Trust Corp | 54,960 | $1.01M | 0.0% | N/A | 0.859% | |
| 2/14/2025 | GeoWealth Management LLC | 4,266 | $79K | 0.0% | -27.2% | 0.067% | |
| 2/13/2025 | NewEdge Advisors LLC | 175,644 | $3.23M | 0.0% | N/A | 2.744% | |
| 2/13/2025 | CreativeOne Wealth LLC | 30,041 | $553K | 0.0% | -15.6% | 0.469% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 12,696 | $234K | 0.0% | +4.8% | 0.198% | |
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| 2/12/2025 | Atlas Capital Advisors Inc. | 24,334 | $448K | 0.1% | +162.1% | 0.380% | |
| 2/12/2025 | OLD Mission Capital LLC | 175,667 | $3.23M | 0.0% | N/A | 2.745% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 32,223 | $593K | 0.1% | +2.7% | 0.503% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 339,697 | $6.25M | 0.1% | +0.5% | 5.308% | |
| 2/6/2025 | Assetmark Inc. | 4,673 | $86K | 0.0% | N/A | 0.073% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 39,881 | $734K | 0.0% | +2.2% | 0.623% | |
| 1/28/2025 | Leo Wealth LLC | 285,832 | $5.26M | 0.5% | +0.6% | 4.466% | |
| 1/14/2025 | KWB Wealth | 32,621 | $656K | 0.1% | -23.0% | 0.510% | |
| 1/6/2025 | Boltwood Capital Management | 41,200 | $758K | 0.2% | +4.6% | 0.644% | |
| 11/15/2024 | Main Management ETF Advisors LLC | 675,560 | $13.59M | 0.6% | -0.6% | 10.556% | |