| 6/3/2026 | Parallel Advisors LLC | 1,807 | $83K | 0.0% | +4,307.3% | 0.010% | |
| 6/3/2026 | NewEdge Advisors LLC | 39,184 | $1.80M | 0.0% | +34.0% | 0.212% | |
| 5/19/2026 | Western Wealth Management LLC | 2,087 | $96K | 0.0% | N/A | 0.011% | |
| 5/19/2026 | Bank of America Corp DE | 122,540 | $5.61M | 0.0% | +20.4% | 0.662% | |
| 5/19/2026 | Arkadios Wealth Advisors | 32,348 | $1.48M | 0.0% | +25.1% | 0.175% | |
| 5/14/2026 | Keebeck Wealth Management | 106,974 | $4.90M | 0.6% | +152.7% | 0.578% | |
| 5/13/2026 | Cetera Investment Advisers | 227,321 | $10.41M | 0.0% | +5.7% | 1.229% | |
| 5/7/2026 | Parallel Advisors LLC | 1,807 | $83K | 0.0% | +4,307.3% | 0.010% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 2,185 | $100K | 0.0% | N/A | 0.012% | |
| 5/6/2026 | Independent Financial Group LLC | 50,736 | $2.32M | 0.1% | N/A | 0.274% | |
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| 5/5/2026 | Bank of New York Mellon Corp | 48,158 | $2.21M | 0.0% | +32.9% | 0.260% | |
| 5/5/2026 | Sanctuary Advisors LLC | 8,245 | $378K | 0.0% | +34.7% | 0.045% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 297,071 | $13.61M | 0.2% | +2.0% | 1.606% | |
| 4/30/2026 | Kestra Advisory Services LLC | 11,846 | $543K | 0.0% | +90.7% | 0.064% | |
| 4/28/2026 | Stephens Inc. AR | 220,954 | $10.12M | 0.1% | -2.5% | 1.194% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 9,194 | $421K | 0.1% | +24.3% | 0.050% | |
| 4/27/2026 | Capital Financial Group Inc. Co. ADV | 88,377 | $4.05M | 2.2% | +5.0% | 0.478% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 9,677 | $443K | 0.0% | +6.6% | 0.052% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 61,853 | $2.83M | 0.1% | +60.2% | 0.334% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 7,492 | $343K | 0.0% | N/A | 0.040% | |
| 4/20/2026 | White Pine Investment CO | 185,975 | $8.52M | 2.0% | -0.2% | 1.000% | |
| 3/13/2026 | World Investment Advisors | 10,443 | $483K | 0.0% | N/A | 0.058% | |
| 3/9/2026 | Corient Private Wealth LLC | 62,278 | $2.88M | 0.0% | N/A | 0.346% | |
| 3/4/2026 | Valpey Financial Services LLC | 10,218 | $473K | 0.3% | +7.1% | 0.057% | |
| 2/19/2026 | Corient Private Wealth LLC | 62,278 | $2.88M | 0.0% | N/A | 0.346% | |
| 2/18/2026 | Note Advisors LLC | 17,523 | $813K | 0.4% | +1.8% | 0.097% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 6,736 | $312K | 0.0% | N/A | 0.037% | |
| 2/18/2026 | EP Wealth Advisors LLC | 182,316 | $8.43M | 0.0% | N/A | 1.013% | |
| 2/18/2026 | Maia Wealth LLC | 6,520 | $304K | 0.1% | +30.9% | 0.036% | |
| 2/17/2026 | Cetera Investment Advisers | 215,000 | $9.94M | 0.0% | +4.3% | 1.194% | |
| 2/17/2026 | Osaic Holdings Inc. | 10,069 | $466K | 0.0% | -40.6% | 0.056% | |
| 2/17/2026 | Regal Investment Advisors LLC | 33,318 | $1.54M | 0.1% | -0.9% | 0.185% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 7,397 | $342K | 0.1% | N/A | 0.041% | |
| 2/17/2026 | Capital Financial Group Inc. Co. ADV | 84,185 | $3.89M | 2.2% | N/A | 0.468% | |
| 2/16/2026 | 17 Capital Partners LLC | 10,140 | $469K | 0.2% | +61.3% | 0.056% | |
| 2/13/2026 | Kestra Advisory Services LLC | 6,211 | $287K | 0.0% | N/A | 0.035% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 2,553 | $119K | 0.0% | +49.8% | 0.014% | |
| 2/13/2026 | Arkadios Wealth Advisors | 25,856 | $1.20M | 0.0% | N/A | 0.144% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 5,226 | $242K | 0.0% | +8.7% | 0.029% | |
| 2/13/2026 | Wells Fargo & Company MN | 200,725 | $9.28M | 0.0% | +135.2% | 1.115% | |
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| 2/12/2026 | Saiph Capital LLC | 12,661 | $586K | 0.2% | +5.5% | 0.070% | |
| 2/12/2026 | Jane Street Group LLC | 41,978 | $1.94M | 0.0% | -75.5% | 0.233% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 9,432 | $436K | 0.0% | +6.3% | 0.052% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 8,594 | $397K | 0.0% | -7.7% | 0.048% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 38,613 | $1.79M | 0.1% | +192.9% | 0.215% | |
| 2/12/2026 | Principal Securities Inc. | 336,075 | $15.54M | 0.2% | -0.1% | 1.867% | |
| 2/11/2026 | LPL Financial LLC | 1,888,656 | $87.35M | 0.0% | +4.3% | 10.493% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 3,344,399 | $154.68M | 0.0% | +45.8% | 18.580% | |
| 2/10/2026 | Valpey Financial Services LLC | 472,577 | $21.86M | 0.1% | +4,851.0% | 2.625% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 3,274,925 | $151.47M | 0.1% | +67,050.4% | 18.194% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 12,457 | $576K | 0.0% | -15.1% | 0.069% | |
| 2/9/2026 | Integrity Alliance LLC. | 10,616 | $491K | 0.0% | N/A | 0.059% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 8,308 | $384K | 0.0% | -94.1% | 0.046% | |
| 2/9/2026 | Hantz Financial Services Inc. | 654 | $30K | 0.0% | N/A | 0.004% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 21,765 | $1.01M | 0.4% | +10.3% | 0.121% | |
| 2/6/2026 | HighTower Advisors LLC | 110,682 | $5.12M | 0.0% | +4.5% | 0.615% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 192,471 | $8.90M | 0.0% | +20.8% | 1.069% | |
| 2/5/2026 | Stephens Inc. AR | 226,523 | $10.48M | 0.1% | -0.7% | 1.258% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 3,274,925 | $151.47M | 0.1% | +67,050.4% | 18.194% | |
| 2/5/2026 | Allworth Financial LP | 193,873 | $8.97M | 0.0% | -2.5% | 1.077% | |
| 2/4/2026 | World Investment Advisors | 10,443 | $483K | 0.0% | N/A | 0.058% | |
| 2/3/2026 | Manning & Napier Advisors LLC | 291,369 | $13.57M | 0.2% | +17.3% | 1.628% | |
| 2/3/2026 | Channel Wealth LLC | 145,795 | $6.74M | 1.7% | +1.2% | 0.814% | |
| 2/3/2026 | MGO One Seven LLC | 45,013 | $2.08M | 0.0% | +203.8% | 0.251% | |
| 1/29/2026 | UBS Group AG | 87,136 | $4.03M | 0.0% | +5.7% | 0.487% | |
| 1/29/2026 | Sanctuary Advisors LLC | 6,119 | $283K | 0.0% | +3.7% | 0.034% | |
| 1/28/2026 | White Pine Investment CO | 186,351 | $8.62M | 2.0% | +0.9% | 1.041% | |
| 1/26/2026 | Private Trust Co. NA | 12,410 | $574K | 0.1% | +2.7% | 0.074% | |
| 1/26/2026 | CWM LLC | 6,406 | $296K | 0.0% | -12.8% | 0.038% | |
| 1/21/2026 | Sowell Financial Services LLC | 51,172 | $2.37M | 0.1% | +144.8% | 0.306% | |
| 1/20/2026 | Arvest Investments Inc. | 698,182 | $32.29M | 4.5% | -0.2% | 4.181% | |
| 1/16/2026 | Perigon Wealth Management LLC | 7,653 | $354K | 0.0% | +36.0% | 0.046% | |
| 1/13/2026 | CoreCap Advisors LLC | 43,048 | $1.99M | 0.1% | +3.9% | 0.264% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 46,358 | $2.15M | 0.0% | +47.2% | 0.284% | |
| 1/1/2026 | JPMorgan Chase & Co. | 43,430 | $2.03M | 0.0% | -0.8% | 0.293% | |
| 12/2/2025 | Allworth Financial LP | 198,937 | $9.29M | 0.0% | -0.5% | 1.344% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 4,877 | $228K | 0.0% | -11.8% | 0.033% | |
| 11/17/2025 | Note Advisors LLC | 17,206 | $803K | 0.5% | +4.7% | 0.116% | |
| 11/17/2025 | Flow Traders U.S. LLC | 16,979 | $793K | 0.0% | -28.1% | 0.115% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 13,184 | $616K | 0.0% | N/A | 0.089% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 4,806 | $224K | 0.0% | N/A | 0.032% | |
| 11/17/2025 | Bank of America Corp DE | 99,358 | $4.64M | 0.0% | +2.9% | 0.671% | |
| 11/17/2025 | Ameriprise Financial Inc. | 20,506 | $957K | 0.0% | +240.0% | 0.139% | |
| 11/14/2025 | 17 Capital Partners LLC | 6,285 | $293K | 0.2% | +18.8% | 0.042% | |
| 11/14/2025 | Raymond James Financial Inc. | 9,734 | $454K | 0.0% | +57.4% | 0.066% | |
| 11/14/2025 | Keebeck Wealth Management | 39,284 | $1.83M | 0.2% | +19.1% | 0.265% | |
| 11/14/2025 | Maia Wealth LLC | 4,981 | $231K | 0.0% | -11.3% | 0.034% | |
| 11/14/2025 | Regal Investment Advisors LLC | 33,623 | $1.57M | 0.1% | -4.4% | 0.227% | |
| 11/13/2025 | Legacy Advisors LLC | 7,806 | $364K | 0.0% | N/A | 0.053% | |
| 11/13/2025 | Saiph Capital LLC | 12,000 | $560K | 0.2% | +50.1% | 0.081% | |
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| 11/13/2025 | LifePlan Investment Advisors Inc. | 19,730 | $921K | 0.4% | +26.0% | 0.133% | |
| 11/13/2025 | UBS Group AG | 82,406 | $3.85M | 0.0% | +2.7% | 0.557% | |
| 11/12/2025 | Consolidated Portfolio Review Corp | 21,101 | $985K | 0.1% | +7.8% | 0.143% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 8,871 | $414K | 0.0% | +3.7% | 0.060% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 14,679 | $685K | 0.0% | +20.8% | 0.099% | |
| 11/10/2025 | Vestmark Advisory Solutions Inc. | 13,184 | $616K | 0.0% | N/A | 0.089% | |
| 11/7/2025 | JPMorgan Chase & Co. | 43,430 | $2.03M | 0.0% | -0.8% | 0.293% | |
| 11/7/2025 | HighTower Advisors LLC | 105,898 | $4.94M | 0.0% | +3.2% | 0.716% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 36,746 | $1.72M | 0.1% | +3.6% | 0.250% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 942,221 | $43.99M | 0.0% | +5.5% | 6.410% | |