| 6/3/2026 | NewEdge Advisors LLC | 33,808 | $1.96M | 0.0% | +172.9% | 0.512% | |
| 5/14/2026 | Keebeck Wealth Management | 55,203 | $3.20M | 0.4% | +15.2% | 0.836% | |
| 5/13/2026 | Cetera Investment Advisers | 134,681 | $7.81M | 0.0% | +5.7% | 2.041% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 1,297 | $75K | 0.0% | N/A | 0.020% | |
| 5/5/2026 | Bank of New York Mellon Corp | 17,419 | $1.01M | 0.0% | +19.1% | 0.264% | |
| 5/5/2026 | Sanctuary Advisors LLC | 5,124 | $297K | 0.0% | +28.9% | 0.078% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 6,537 | $379K | 0.1% | +22.2% | 0.099% | |
| 4/27/2026 | Private Advisor Group LLC | 10,209 | $592K | 0.0% | +52.1% | 0.155% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 33,346 | $1.93M | 0.0% | +34.7% | 0.505% | |
| 3/13/2026 | World Investment Advisors | 4,770 | $304K | 0.0% | N/A | 0.078% | |
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| 2/17/2026 | Cetera Investment Advisers | 127,446 | $8.11M | 0.0% | +4.3% | 2.089% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 5,348 | $340K | 0.1% | N/A | 0.088% | |
| 2/13/2026 | Kestra Advisory Services LLC | 881 | $56K | 0.0% | N/A | 0.014% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 1,441 | $92K | 0.0% | +25.7% | 0.024% | |
| 2/13/2026 | Wells Fargo & Company MN | 65,479 | $4.17M | 0.0% | +1,591.5% | 1.073% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 7,376 | $470K | 0.0% | +5.0% | 0.121% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 24,755 | $1.58M | 0.1% | +103.7% | 0.406% | |
| 2/12/2026 | Principal Securities Inc. | 214,241 | $13.64M | 0.2% | +1.6% | 3.512% | |
| 2/11/2026 | LPL Financial LLC | 1,084,098 | $69.01M | 0.0% | +3.8% | 17.772% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 3,459,078 | $220.21M | 0.0% | +2.2% | 56.706% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 17,313 | $1.10M | 0.4% | +11.4% | 0.284% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 119,450 | $7.60M | 0.0% | +21.9% | 1.958% | |
| 2/4/2026 | World Investment Advisors | 4,770 | $304K | 0.0% | N/A | 0.078% | |
| 2/2/2026 | Robertson Stephens Wealth Management LLC | 36,141 | $2.30M | 0.1% | +811.0% | 0.592% | |
| 1/21/2026 | Sowell Financial Services LLC | 43,011 | $2.74M | 0.1% | +22.3% | 0.683% | |
| 1/16/2026 | Perigon Wealth Management LLC | 3,841 | $245K | 0.0% | N/A | 0.061% | |
| 1/13/2026 | CoreCap Advisors LLC | 24,253 | $1.54M | 0.1% | +65.0% | 0.385% | |
| 1/1/2026 | JPMorgan Chase & Co. | 5,894 | $373K | 0.0% | N/A | 0.095% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 12,153 | $769K | 0.1% | N/A | 0.196% | |
| 11/17/2025 | Citadel Advisors LLC | 8,149 | $516K | 0.0% | -80.0% | 0.131% | |
| 11/14/2025 | Keebeck Wealth Management | 48,051 | $3.04M | 0.4% | +385.4% | 0.775% | |
| 11/13/2025 | LifePlan Investment Advisors Inc. | 15,548 | $984K | 0.4% | +137.4% | 0.251% | |
| 11/12/2025 | Consolidated Portfolio Review Corp | 3,319 | $210K | 0.0% | N/A | 0.054% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 7,023 | $445K | 0.0% | N/A | 0.113% | |
| 11/10/2025 | Vestmark Advisory Solutions Inc. | 12,153 | $769K | 0.0% | N/A | 0.196% | |
| 11/7/2025 | JPMorgan Chase & Co. | 5,894 | $373K | 0.0% | N/A | 0.095% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 579,574 | $36.68M | 0.0% | +121.0% | 9.660% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 97,984 | $6.20M | 0.0% | +117.7% | 1.633% | |
| 10/24/2025 | MGO One Seven LLC | 13,991 | $886K | 0.0% | N/A | 0.233% | |
| 10/22/2025 | CoreCap Advisors LLC | 14,698 | $930K | 0.0% | +128.1% | 0.245% | |
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| 10/21/2025 | Global Retirement Partners LLC | 4,965 | $314K | 0.0% | +111.8% | 0.083% | |
| 10/17/2025 | Sowell Financial Services LLC | 35,177 | $2.23M | 0.1% | +114.4% | 0.586% | |
| 10/15/2025 | Private Trust Co. NA | 5,755 | $364K | 0.0% | +1,539.6% | 0.096% | |
| 9/4/2025 | Osaic Holdings Inc. | 2,975 | $172K | 0.0% | +18.1% | 0.060% | |
| 8/8/2025 | Cetera Investment Advisers | 59,328 | $3.44M | 0.0% | -1.4% | 1.187% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 262,300 | $15.20M | 0.0% | +1.3% | 5.246% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 3,858 | $224K | 0.0% | N/A | 0.077% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 5,438 | $315K | 0.0% | -55.0% | 0.109% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 45,006 | $2.61M | 0.0% | -4.5% | 0.900% | |
| 7/14/2025 | Sowell Financial Services LLC | 16,405 | $951K | 0.0% | N/A | 0.328% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 4,560,311 | $225.14M | 0.0% | -12.4% | 89.418% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 12,081 | $596K | 0.0% | N/A | 0.218% | |
| 5/7/2025 | LPL Financial LLC | 472,386 | $23.32M | 0.0% | N/A | 8.511% | |
| 5/6/2025 | Cetera Investment Advisers | 60,142 | $2.97M | 0.0% | N/A | 1.084% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 258,903 | $12.78M | 0.0% | N/A | 4.388% | |
| 4/29/2025 | Bank of New York Mellon Corp | 7,532 | $372K | 0.0% | N/A | 0.128% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 47,142 | $2.33M | 0.0% | N/A | 0.799% | |
| 2/13/2025 | Advisors Capital Management LLC | 11,900 | $649K | 0.0% | N/A | 0.111% | |
| 2/11/2025 | Absolute Capital Management LLC | 76,000 | $4.14M | 2.3% | +13.4% | 0.710% | |