| 5/5/2026 | Geneos Wealth Management Inc. | 259,867 | $6.62M | 0.2% | +2.6% | 0.249% | |
| 5/5/2026 | Sanctuary Advisors LLC | 109,461 | $2.79M | 0.0% | +207.0% | 0.105% | |
| 5/4/2026 | HBW Advisory Services LLC | 9,802 | $250K | 0.0% | N/A | 0.009% | |
| 5/4/2026 | Lifeworks Advisors LLC | 8,582 | $219K | 0.0% | N/A | 0.008% | |
| 5/1/2026 | Fifth Third Bancorp | 13,674 | $348K | 0.0% | N/A | 0.013% | |
| 5/1/2026 | Sovran Advisors LLC | 94,820 | $2.42M | 0.2% | -22.5% | 0.091% | |
| 5/1/2026 | WealthShield Partners LLC | 209,139 | $5.33M | 0.6% | +5.1% | 0.200% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 13,362 | $340K | 0.0% | +42.8% | 0.013% | |
| 4/30/2026 | Kestra Advisory Services LLC | 152,260 | $3.88M | 0.0% | +10.8% | 0.146% | |
| 4/30/2026 | Demars Financial Group LLC | 576,430 | $14.69M | 4.8% | +10.5% | 0.552% | |
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| 4/29/2026 | Axxcess Wealth Management LLC | 16,575 | $422K | 0.0% | +96.2% | 0.016% | |
| 4/29/2026 | WealthPLAN Partners LLC | 95,859 | $2.44M | 0.5% | -18.9% | 0.092% | |
| 4/29/2026 | ORBA Wealth Advisors L.L.C. | 36,672 | $934K | 1.1% | -31.2% | 0.035% | |
| 4/29/2026 | Integrated Advisors Network LLC | 32,220 | $821K | 0.0% | +67.4% | 0.031% | |
| 4/28/2026 | Whittier Trust Co. | 980 | $25K | 0.0% | N/A | 0.001% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 42,000 | $1.07M | 0.1% | -3.5% | 0.040% | |
| 4/28/2026 | WBH Advisory Inc. | 15,660 | $397K | 0.0% | N/A | 0.015% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 6,014 | $153K | 0.0% | N/A | 0.006% | |
| 4/27/2026 | Private Advisor Group LLC | 32,575 | $830K | 0.0% | -15.6% | 0.031% | |
| 4/23/2026 | North Star Investment Management Corp. | 129,365 | $3.30M | 0.2% | +68.6% | 0.123% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 69,864 | $1.78M | 1.5% | +52.0% | 0.067% | |
| 4/22/2026 | Systelligence LLC | 45,829 | $1.17M | 0.2% | +195.3% | 0.044% | |
| 4/21/2026 | Sugar Maple Asset Management LLC | 12,549 | $320K | 0.2% | +21.4% | 0.012% | |
| 4/21/2026 | Independent Wealth Network Inc. | 20,173 | $514K | 0.2% | +28.0% | 0.019% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 108,212 | $2.76M | 0.2% | +17.2% | 0.103% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 191,602 | $4.88M | 0.1% | +40.7% | 0.183% | |
| 4/20/2026 | White Pine Investment CO | 555,325 | $14.15M | 3.3% | +4.2% | 0.530% | |
| 4/20/2026 | KFA Private Wealth Group LLC | 193,780 | $4.94M | 1.2% | +0.5% | 0.185% | |
| 4/20/2026 | Blue Trust Inc. | 64,174 | $1.64M | 0.0% | +74.9% | 0.061% | |
| 4/20/2026 | Keudell Morrison Wealth Management | 32,188 | $820K | 0.2% | -34.3% | 0.031% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 8,634 | $220K | 0.0% | N/A | 0.008% | |
| 4/17/2026 | Brookstone Capital Management | 24,219 | $617K | 0.0% | +17.6% | 0.023% | |
| 4/16/2026 | CWC Advisors LLC. | 206,533 | $5.26M | 2.5% | +1.9% | 0.197% | |
| 3/17/2026 | John A. Wolfe & Associates Inc. | 129,147 | $3.29M | 1.4% | N/A | 0.129% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 49,890 | $1.27M | 0.0% | -10.2% | 0.050% | |
| 3/13/2026 | Lane Brothers & Co. Inc. | 588,788 | $15.00M | 10.9% | N/A | 0.588% | |
| 3/9/2026 | Corient Private Wealth LLC | 457,087 | $11.65M | 0.0% | N/A | 0.457% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 8,450 | $215K | 0.0% | N/A | 0.008% | |
| 2/19/2026 | Corient Private Wealth LLC | 457,087 | $11.65M | 0.0% | N/A | 0.457% | |
| 2/18/2026 | Caitlin John LLC | 2,900 | $74K | 0.0% | -14.7% | 0.003% | |
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| 2/18/2026 | Virtue Capital Management LLC | 1,161,111 | $29.60M | 0.9% | +13,805.5% | 1.161% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 284,137 | $7.24M | 0.1% | N/A | 0.284% | |
| 2/18/2026 | FAS Wealth Partners Inc. | 345,063 | $8.79M | 0.6% | +6.0% | 0.345% | |
| 2/18/2026 | EP Wealth Advisors LLC | 24,490 | $624K | 0.0% | N/A | 0.024% | |
| 2/18/2026 | NewEdge Advisors LLC | 2,000 | $51K | 0.0% | -88.9% | 0.002% | |
| 2/18/2026 | Vista Investment Management | 327,107 | $8.34M | 2.7% | +14.7% | 0.327% | |
| 2/18/2026 | OLD Mission Capital LLC | 352,937 | $8.99M | 0.2% | N/A | 0.353% | |
| 2/18/2026 | IHT Wealth Management LLC | 51,211 | $1.31M | 0.0% | +36.9% | 0.051% | |
| 2/18/2026 | Asset One Wealth Management LLC | 86,523 | $2.21M | 0.3% | N/A | 0.086% | |
| 2/17/2026 | Guggenheim Capital LLC | 165,641 | $4.22M | 0.0% | -12.5% | 0.166% | |
| 2/17/2026 | Integrated Advisors Network LLC | 19,250 | $490K | 0.0% | +2.8% | 0.019% | |
| 2/17/2026 | Cetera Investment Advisers | 372,783 | $9.50M | 0.0% | +11.8% | 0.373% | |
| 2/17/2026 | Equitable Holdings Inc. | 127,130 | $3.24M | 0.0% | +18.3% | 0.127% | |
| 2/17/2026 | Wealth Watch Advisors INC | 13,390 | $341K | 0.1% | -25.9% | 0.013% | |
| 2/17/2026 | Kovack Advisors Inc. | 140,077 | $3.57M | 0.2% | +1.4% | 0.140% | |
| 2/17/2026 | Regal Investment Advisors LLC | 189,138 | $4.82M | 0.3% | -5.1% | 0.189% | |
| 2/17/2026 | Osaic Holdings Inc. | 393,654 | $10.03M | 0.0% | -28.8% | 0.393% | |
| 2/17/2026 | Advisory Services Network LLC | 39,189 | $999K | 0.0% | +14.0% | 0.039% | |
| 2/17/2026 | &PARTNERS | 117,697 | $3.00M | 0.0% | +27.6% | 0.118% | |
| 2/17/2026 | Royal Bank of Canada | 120,443 | $3.07M | 0.0% | -37.9% | 0.120% | |
| 2/16/2026 | MML Investors Services LLC | 607,138 | $15.47M | 0.0% | +8.4% | 0.607% | |
| 2/16/2026 | Mariner LLC | 8,326 | $212K | 0.0% | N/A | 0.008% | |
| 2/16/2026 | Kensington Asset Management LLC | 2,589,451 | $65.90M | 3.4% | +20.6% | 2.588% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 604,527 | $15.40M | 0.9% | +2.9% | 0.604% | |
| 2/13/2026 | Kestra Advisory Services LLC | 137,363 | $3.50M | 0.0% | +27.5% | 0.137% | |
| 2/13/2026 | Stifel Financial Corp | 330,279 | $8.42M | 0.0% | +11.9% | 0.330% | |
| 2/13/2026 | Morgan Stanley | 2,086,413 | $53.16M | 0.0% | -5.0% | 2.085% | |
| 2/13/2026 | Arkadios Wealth Advisors | 47,144 | $1.20M | 0.0% | -1.7% | 0.047% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 16,214 | $413K | 0.0% | +6.1% | 0.016% | |
| 2/13/2026 | Wells Fargo & Company MN | 4,539,629 | $115.67M | 0.0% | +0.8% | 4.537% | |
| 2/13/2026 | Concorde Asset Management LLC | 11,277 | $287K | 0.1% | N/A | 0.011% | |
| 2/12/2026 | Insigneo Advisory Services LLC | 78,252 | $1.99M | 0.1% | +1.7% | 0.078% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 26,827 | $684K | 0.0% | -6.9% | 0.027% | |
| 2/12/2026 | Renaissance Technologies LLC | 270,217 | $6.89M | 0.0% | -72.2% | 0.270% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 1,174 | $30K | 0.0% | N/A | 0.001% | |
| 2/12/2026 | WealthPLAN Partners LLC | 118,181 | $3.01M | 0.4% | -10.4% | 0.118% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 100,104 | $2.55M | 0.0% | +5.1% | 0.100% | |
| 2/12/2026 | Kovack Advisors Inc. | 140,077 | $3.57M | 0.2% | +1.4% | 0.140% | |
| 2/11/2026 | All Terrain Financial Advisors LLC | 181,622 | $4.63M | 1.1% | +1.6% | 0.182% | |
| 2/11/2026 | Fortune Financial Group Inc. | 79,287 | $2.23M | 2.3% | N/A | 0.079% | |
| 2/11/2026 | Deutsche Bank AG | 57,826 | $1.47M | 0.0% | -17.1% | 0.058% | |
| 2/11/2026 | Montis Financial LLC | 205,619 | $5.24M | 1.0% | +9.4% | 0.206% | |
| 2/11/2026 | LPL Financial LLC | 4,563,701 | $116.28M | 0.0% | -0.3% | 4.561% | |
| 2/11/2026 | Liberty Square Wealth Partners LLC | 40,779 | $1.04M | 0.3% | -10.2% | 0.041% | |
| 2/11/2026 | OneAscent Financial Services LLC | 11,003 | $280K | 0.0% | -37.1% | 0.011% | |
| 2/11/2026 | OneAscent Wealth Management LLC | 40,631 | $1.04M | 0.3% | +22.4% | 0.041% | |
| 2/11/2026 | OneAscent Family Office LLC | 8,683 | $221K | 0.1% | N/A | 0.009% | |
| 2/11/2026 | Deseret Mutual Benefit Administrators | 337,995 | $8.61M | 3.7% | -35.8% | 0.338% | |
| 2/11/2026 | Verus Capital Partners LLC | 33,800 | $861K | 0.1% | +17.4% | 0.034% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 10,946 | $279K | 0.0% | N/A | 0.011% | |
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| 2/10/2026 | Tidemark LLC | 117,926 | $3.01M | 0.9% | +4.7% | 0.118% | |
| 2/10/2026 | Acorn Wealth Advisors LLC | 10,147 | $259K | 0.1% | -9.4% | 0.010% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 94,437 | $2.41M | 0.0% | -4.2% | 0.094% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 16,715 | $425K | 0.0% | -3.6% | 0.017% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 406,878 | $10.37M | 0.1% | -3.5% | 0.407% | |
| 2/9/2026 | Flputnam Investment Management Co. | 18,054 | $460K | 0.0% | N/A | 0.018% | |
| 2/9/2026 | Integrity Alliance LLC. | 41,107 | $1.05M | 0.0% | -28.3% | 0.041% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 105,623 | $2.69M | 0.1% | +2.5% | 0.106% | |
| 2/6/2026 | Keudell Morrison Wealth Management | 49,023 | $1.25M | 0.3% | N/A | 0.049% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 8,450 | $215K | 0.0% | N/A | 0.008% | |