| 10/5/2026 | Eastern Bank | 4,788 | $123K | 0.0% | N/A | 0.004% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 487,112 | $12.48M | 0.0% | -17.6% | 0.382% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 26,105 | $669K | 0.0% | -1.7% | 0.022% | |
| 9/9/2026 | NewEdge Advisors LLC | 4,600 | $118K | 0.0% | +130.0% | 0.004% | |
| 9/9/2026 | Pointe Capital Management LLC | 27,314 | $700K | 0.3% | -4.4% | 0.023% | |
| 9/9/2026 | IFP Advisors Inc | 50,812 | $1.30M | 0.0% | +32.6% | 0.044% | |
| 9/9/2026 | Baird Financial Group Inc. | 12,186 | $312K | 0.0% | -22.3% | 0.010% | |
| 9/8/2026 | Allworth Financial LP | 2,246 | $58K | 0.0% | +182.9% | 0.002% | |
| 9/8/2026 | Waverly Advisors LLC | 9,452 | $242K | 0.0% | -13.3% | 0.008% | |
| 8/27/2026 | Tucker Asset Management LLC | 26,904 | $689K | 0.2% | +113.1% | 0.023% | |
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| 8/23/2026 | Ameritas Advisory Services LLC | 15,879 | $414K | 0.0% | N/A | 0.014% | |
| 8/23/2026 | Anson Capital Inc. | 383,146 | $9.81M | 6.7% | +4.1% | 0.330% | |
| 8/12/2026 | Compass Financial Management LLC | 319,364 | $8.17M | 1.0% | N/A | 0.275% | |
| 7/10/2026 | Insight Wealth Strategies LLC | 1,105,715 | $28.23M | 2.7% | N/A | 0.994% | |
| 7/9/2026 | Ferguson Shapiro LLC | 258,711 | $6.63M | 1.9% | N/A | 0.233% | |
| 7/9/2026 | Focus Financial Network Inc. | 166,592 | $4.27M | 0.1% | N/A | 0.150% | |
| 7/8/2026 | First Heartland Consultants Inc. | 110,104 | $2.82M | 0.2% | +4.7% | 0.099% | |
| 7/7/2026 | Mirador Capital Partners LP | 23,703 | $607K | 0.1% | +7.5% | 0.021% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 69,659 | $1.78M | 0.1% | +5.6% | 0.063% | |
| 7/7/2026 | Avior Wealth Management LLC | 16,460 | $422K | 0.0% | +6.5% | 0.015% | |
| 7/7/2026 | City Center Advisors LLC | 47,450 | $1.22M | 1.0% | +13.7% | 0.043% | |
| 6/18/2026 | Western Wealth Management LLC | 37,124 | $946K | 0.0% | -1.7% | 0.036% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 364,993 | $9.30M | 0.6% | +5.8% | 0.349% | |
| 5/22/2026 | Verus Capital Partners LLC | 15,600 | $397K | 0.0% | -53.8% | 0.015% | |
| 5/21/2026 | Kensington Asset Management LLC | 2,989,379 | $76.17M | 3.6% | +15.4% | 2.862% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 324,608 | $8.27M | 0.5% | -46.3% | 0.311% | |
| 5/19/2026 | Western Wealth Management LLC | 37,124 | $946K | 0.0% | -1.7% | 0.036% | |
| 5/19/2026 | Royal Fund Management LLC | 36,400 | $927K | 0.1% | +6.7% | 0.035% | |
| 5/19/2026 | Bank of America Corp DE | 1,694,850 | $43.19M | 0.0% | +7.9% | 1.623% | |
| 5/19/2026 | Arkadios Wealth Advisors | 50,275 | $1.28M | 0.0% | +6.6% | 0.048% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 324,608 | $8.27M | 0.6% | -46.3% | 0.311% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,015 | $26K | 0.0% | +103.4% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 118,880 | $3.03M | 0.0% | -1.3% | 0.114% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 13,516 | $344K | 0.0% | N/A | 0.013% | |
| 5/15/2026 | Waverly Advisors LLC | 10,902 | $278K | 0.0% | N/A | 0.010% | |
| 5/14/2026 | Modern Wealth Management LLC | 29,698 | $754K | 0.0% | -13.1% | 0.028% | |
| 5/13/2026 | Cetera Investment Advisers | 419,095 | $10.68M | 0.0% | +12.4% | 0.401% | |
| 5/12/2026 | Fortis Capital Management LLC | 129,458 | $3.30M | 0.3% | N/A | 0.124% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 41,287 | $1.05M | 0.3% | +1.2% | 0.040% | |
| 5/6/2026 | Assetmark Inc. | 1,659 | $42K | 0.0% | +126.6% | 0.002% | |
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| 5/5/2026 | Lane Brothers & Co. Inc. | 621,858 | $15.85M | 11.5% | +5.6% | 0.595% | |
| 5/5/2026 | Wealthfront Advisers LLC | 4,563,379 | $116.28M | 0.3% | -3.9% | 4.369% | |
| 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% | |
| 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% | |
| 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% | |
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| 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% | |