| 10/9/2026 | Castle Rock Wealth Management LLC | 62,223 | $2.44M | 0.5% | +8.8% | 0.302% | |
| 10/8/2026 | CoreCap Advisors LLC | 95,192 | $3.74M | 0.1% | +10.7% | 0.455% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 1,125,737 | $46.34M | 0.2% | +10.3% | 5.714% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 4,490,100 | $184.81M | 0.0% | +4.3% | 22.792% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 33,509 | $1.38M | 0.0% | -0.8% | 0.170% | |
| 9/9/2026 | NewEdge Advisors LLC | 122,893 | $5.06M | 0.0% | -1.0% | 0.624% | |
| 9/2/2026 | Citadel Advisors LLC | 94,865 | $3.91M | 0.0% | -14.0% | 0.482% | |
| 8/27/2026 | Corient Private Wealth LP | 70,882 | $2.92M | 0.0% | -41.7% | 0.360% | |
| 8/22/2026 | LifePlan Investment Advisors Inc. | 107,765 | $4.44M | 1.5% | -0.7% | 0.547% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 30,088 | $1.24M | 0.2% | +16.3% | 0.153% | |
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| 7/8/2026 | Castle Rock Wealth Management LLC | 57,170 | $2.34M | 0.5% | -2.4% | 0.290% | |
| 7/7/2026 | CoreCap Advisors LLC | 86,015 | $3.54M | 0.1% | +16.9% | 0.446% | |
| 6/3/2026 | NewEdge Advisors LLC | 124,173 | $5.13M | 0.0% | +69.7% | 0.647% | |
| 5/19/2026 | Western Wealth Management LLC | 1,960 | $81K | 0.0% | N/A | 0.010% | |
| 5/19/2026 | Bank of America Corp DE | 40,484 | $1.67M | 0.0% | +11.6% | 0.211% | |
| 5/14/2026 | Keebeck Wealth Management | 488,803 | $20.20M | 2.3% | +170.7% | 2.546% | |
| 5/13/2026 | Cetera Investment Advisers | 895,060 | $36.98M | 0.0% | +8.8% | 4.662% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 4,936 | $203K | 0.0% | N/A | 0.026% | |
| 5/5/2026 | Bank of New York Mellon Corp | 116,683 | $4.82M | 0.0% | +9.0% | 0.608% | |
| 5/5/2026 | Sanctuary Advisors LLC | 32,679 | $1.35M | 0.0% | +33.0% | 0.170% | |
| 4/30/2026 | Kestra Advisory Services LLC | 6,917 | $286K | 0.0% | +96.9% | 0.036% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 25,861 | $1.07M | 0.2% | +34.7% | 0.136% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 13,168 | $544K | 0.1% | +18.4% | 0.069% | |
| 4/27/2026 | Private Advisor Group LLC | 12,826 | $530K | 0.0% | -15.1% | 0.068% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 80,303 | $3.32M | 0.1% | +29.8% | 0.423% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 35,342 | $1.46M | 0.1% | +100.0% | 0.186% | |
| 4/17/2026 | XML Financial LLC | 372,878 | $15.41M | 1.2% | N/A | 1.963% | |
| 4/16/2026 | Founders Financial Securities LLC | 4,854 | $201K | 0.0% | N/A | 0.026% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,865 | $77K | 0.0% | N/A | 0.011% | |
| 3/13/2026 | World Investment Advisors | 8,091 | $336K | 0.0% | N/A | 0.046% | |
| 3/9/2026 | Corient Private Wealth LLC | 148,846 | $6.18M | 0.0% | N/A | 0.841% | |
| 2/19/2026 | Corient Private Wealth LLC | 148,846 | $6.18M | 0.0% | N/A | 0.841% | |
| 2/18/2026 | NewEdge Advisors LLC | 73,165 | $3.04M | 0.0% | +20.1% | 0.413% | |
| 2/17/2026 | Cetera Investment Advisers | 822,867 | $34.17M | 0.0% | +5.5% | 4.649% | |
| 2/17/2026 | GeoWealth Management LLC | 985 | $41K | 0.0% | N/A | 0.006% | |
| 2/17/2026 | Regal Investment Advisors LLC | 15,142 | $629K | 0.0% | -2.5% | 0.086% | |
| 2/17/2026 | Osaic Holdings Inc. | 28,085 | $1.17M | 0.0% | -41.0% | 0.159% | |
| 2/17/2026 | Captrust Financial Advisors | 156,686 | $6.51M | 0.0% | +1.5% | 0.885% | |
| 2/17/2026 | Royal Bank of Canada | 1,466 | $61K | 0.0% | N/A | 0.008% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 19,195 | $797K | 0.2% | +131.4% | 0.108% | |
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| 2/16/2026 | MML Investors Services LLC | 5,653 | $235K | 0.0% | N/A | 0.032% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,513 | $146K | 0.0% | N/A | 0.020% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 10,973 | $458K | 0.0% | +52.4% | 0.062% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 32,596 | $1.35M | 0.0% | +18.2% | 0.184% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 21,996 | $913K | 0.0% | +10.4% | 0.124% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 38,742 | $1.61M | 0.0% | +8.8% | 0.219% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 88,919 | $3.69M | 0.0% | +0.6% | 0.502% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 61,854 | $2.58M | 0.1% | +114.5% | 0.349% | |
| 2/12/2026 | Betterment LLC | 1,024,281 | $42.53M | 0.1% | +4.9% | 5.787% | |
| 2/12/2026 | Principal Securities Inc. | 1,317,711 | $54.71M | 0.8% | +0.4% | 7.445% | |
| 2/11/2026 | LPL Financial LLC | 6,612,495 | $274.55M | 0.1% | +7.3% | 37.359% | |
| 2/10/2026 | Syntegra Private Wealth Group LLC | 11,118 | $462K | 0.0% | +3.2% | 0.063% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 1,100,168 | $45.68M | 0.0% | +17.2% | 6.216% | |
| 2/9/2026 | Integrity Alliance LLC. | 15,382 | $639K | 0.0% | N/A | 0.087% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 96,648 | $4.01M | 1.6% | +8.0% | 0.546% | |
| 2/6/2026 | Global Retirement Partners LLC | 25,935 | $1.08M | 0.0% | +3.0% | 0.147% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 772,682 | $32.08M | 0.1% | +23.8% | 4.365% | |
| 2/5/2026 | Allworth Financial LP | 4,109 | $171K | 0.0% | -7.3% | 0.023% | |
| 2/5/2026 | Castle Rock Wealth Management LLC | 54,813 | $2.27M | 0.5% | -5.7% | 0.310% | |
| 2/4/2026 | World Investment Advisors | 8,091 | $336K | 0.0% | N/A | 0.046% | |
| 2/2/2026 | Robertson Stephens Wealth Management LLC | 47,993 | $2.00M | 0.1% | -18.5% | 0.271% | |
| 1/29/2026 | Sanctuary Advisors LLC | 24,579 | $1.02M | 0.0% | +3.8% | 0.140% | |
| 1/26/2026 | Patriot Financial Group Insurance Agency LLC | 17,671 | $734K | 0.1% | +1.9% | 0.102% | |
| 1/26/2026 | Private Trust Co. NA | 52,815 | $2.19M | 0.2% | +2.8% | 0.304% | |
| 1/26/2026 | David Kennon Inc | 93,136 | $3.87M | 1.4% | +1.1% | 0.535% | |
| 1/23/2026 | Stonehaven Wealth & Tax Solutions LLC | 6,060 | $252K | 0.2% | -42.7% | 0.035% | |
| 1/21/2026 | Sowell Financial Services LLC | 222,255 | $9.23M | 0.3% | +251.9% | 1.277% | |
| 1/16/2026 | Perigon Wealth Management LLC | 28,255 | $1.17M | 0.0% | +36.9% | 0.164% | |
| 1/13/2026 | CoreCap Advisors LLC | 59,751 | $2.48M | 0.1% | +19.6% | 0.347% | |
| 1/7/2026 | Magnus Financial Group LLC | 18,037 | $749K | 0.1% | N/A | 0.106% | |
| 11/19/2025 | Captrust Financial Advisors | 154,382 | $6.45M | 0.0% | +4.9% | 0.965% | |
| 11/17/2025 | NewEdge Advisors LLC | 60,927 | $2.55M | 0.0% | +6.6% | 0.381% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 27,567 | $1.15M | 0.0% | +32.1% | 0.172% | |
| 11/17/2025 | Flow Traders U.S. LLC | 17,645 | $737K | 0.0% | -30.4% | 0.110% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 28,831 | $1.21M | 0.1% | N/A | 0.180% | |
| 11/17/2025 | Citadel Advisors LLC | 24,512 | $1.02M | 0.0% | -39.9% | 0.153% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 19,916 | $832K | 0.0% | +47.2% | 0.124% | |
| 11/17/2025 | Bank of America Corp DE | 43,746 | $1.83M | 0.0% | -7.1% | 0.273% | |
| 11/17/2025 | Ameriprise Financial Inc. | 5,195 | $217K | 0.0% | -18.4% | 0.032% | |
| 11/14/2025 | Raymond James Financial Inc. | 10,895 | $455K | 0.0% | +242.5% | 0.068% | |
| 11/14/2025 | Keebeck Wealth Management | 163,820 | $6.84M | 0.8% | +36.8% | 1.024% | |
| 11/14/2025 | Maia Wealth LLC | 18,293 | $763K | 0.1% | +3.1% | 0.114% | |
| 11/14/2025 | Regal Investment Advisors LLC | 15,525 | $649K | 0.0% | -4.1% | 0.097% | |
| 11/13/2025 | Legacy Advisors LLC | 22,762 | $951K | 0.1% | N/A | 0.142% | |
| 11/13/2025 | Betterment LLC | 976,565 | $40.80M | 0.1% | +7.4% | 6.104% | |
| 11/13/2025 | LifePlan Investment Advisors Inc. | 89,493 | $3.74M | 1.6% | +40.5% | 0.559% | |
| 11/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 10,572 | $442K | 0.4% | -12.5% | 0.066% | |
| 11/13/2025 | Private Advisor Group LLC | 15,462 | $646K | 0.0% | +2.6% | 0.097% | |
| 11/12/2025 | Consolidated Portfolio Review Corp | 47,837 | $2.00M | 0.3% | +13.5% | 0.299% | |
| 11/12/2025 | Perennial Investment Advisors LLC | 10,298 | $430K | 0.0% | +8.9% | 0.064% | |
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| 11/12/2025 | Orion Porfolio Solutions LLC | 35,613 | $1.49M | 0.0% | +8.4% | 0.223% | |
| 11/10/2025 | Colonial Trust Advisors | 1,405 | $59K | 0.0% | N/A | 0.009% | |
| 11/10/2025 | Vestmark Advisory Solutions Inc. | 28,831 | $1.21M | 0.0% | N/A | 0.180% | |
| 11/10/2025 | David Kennon Inc | 92,141 | $3.85M | 1.4% | -4.7% | 0.576% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 3,569,255 | $149.12M | 0.0% | +10.7% | 22.308% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 624,385 | $26.09M | 0.1% | +11.3% | 3.902% | |
| 10/29/2025 | Beacon Financial Advisory LLC | 8,296 | $347K | 0.1% | +50.3% | 0.052% | |
| 10/24/2025 | Bristlecone Advisors LLC | 156,815 | $6.55M | 0.5% | +13.6% | 0.986% | |
| 10/22/2025 | CoreCap Advisors LLC | 49,979 | $2.09M | 0.1% | +28.7% | 0.316% | |
| 10/21/2025 | Global Retirement Partners LLC | 25,168 | $1.05M | 0.0% | +12.6% | 0.159% | |