| 10/10/2026 | Marquette Asset Management LLC | 700 | $109K | 0.0% | N/A | 0.026% | |
| 10/7/2026 | Great Waters Wealth Management | 2,509 | $392K | 0.0% | -3.3% | 0.093% | |
| 9/8/2026 | Waverly Advisors LLC | 4,453 | $699K | 0.0% | +4.0% | 0.159% | |
| 8/27/2026 | Corient Private Wealth LP | 1,290 | $202K | 0.0% | N/A | 0.046% | |
| 8/20/2026 | Clifford Swan Investment Counsel LLC | 1,365 | $214K | 0.0% | N/A | 0.049% | |
| 7/10/2026 | Magnolia Capital Management Ltd. | 3,860 | $606K | 0.4% | -30.1% | 0.138% | |
| 7/7/2026 | CoreCap Advisors LLC | 971 | $152K | 0.0% | -15.3% | 0.035% | |
| 7/2/2026 | Stairway Partners LLC | 220,174 | $34.56M | 1.6% | -1.2% | 7.863% | |
| 5/13/2026 | Cetera Investment Advisers | 2,273 | $309K | 0.0% | -10.4% | 0.087% | |
| 4/29/2026 | K2 Financial Inc. | 3,617 | $540K | 0.4% | +7.5% | 0.139% | |
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| 4/27/2026 | Private Advisor Group LLC | 2,466 | $336K | 0.0% | -5.1% | 0.095% | |
| 4/24/2026 | First Pacific Financial | 174,595 | $23.77M | 3.1% | -0.7% | 6.715% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 1,866 | $254K | 0.0% | -3.9% | 0.072% | |
| 2/23/2026 | Virtu Financial LLC | 1,701 | $236K | 0.0% | -12.8% | 0.063% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 17,213 | $2.39M | 0.0% | -10.4% | 0.638% | |
| 2/18/2026 | Empowered Funds LLC | 2,002 | $278K | 0.0% | N/A | 0.074% | |
| 2/18/2026 | OLD Mission Capital LLC | 13,040 | $1.81M | 0.0% | -73.3% | 0.483% | |
| 2/17/2026 | Cetera Investment Advisers | 2,536 | $352K | 0.0% | -7.6% | 0.094% | |
| 2/17/2026 | Equitable Holdings Inc. | 21,446 | $2.98M | 0.0% | +3.4% | 0.794% | |
| 2/17/2026 | Royal Bank of Canada | 4,657 | $646K | 0.0% | -2.9% | 0.172% | |
| 2/17/2026 | Blair William & Co. IL | 597 | $83K | 0.0% | -52.4% | 0.022% | |
| 2/16/2026 | Resources Management Corp CT ADV | 300 | $42K | 0.0% | -45.5% | 0.011% | |
| 2/16/2026 | Mill Creek Capital Advisors LLC | 3,298 | $458K | 0.0% | -15.0% | 0.122% | |
| 2/13/2026 | Commerce Bank | 20,456 | $2.84M | 0.0% | -1.5% | 0.758% | |
| 2/13/2026 | Vontobel Holding Ltd. | 314,686 | $43.67M | 0.1% | +2.0% | 11.655% | |
| 2/13/2026 | Wells Fargo & Company MN | 73,805 | $10.24M | 0.0% | +5.2% | 2.734% | |
| 2/13/2026 | Banco Santander S.A. | 10,120 | $1.40M | 0.0% | -1.0% | 0.375% | |
| 2/12/2026 | Jane Street Group LLC | 2,012 | $279K | 0.0% | -49.0% | 0.075% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 63,543 | $8.82M | 0.0% | +4.1% | 2.353% | |
| 2/12/2026 | HRT Financial LP | 1,696 | $235K | 0.0% | N/A | 0.063% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 13,106 | $1.82M | 0.0% | N/A | 0.485% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 2,855 | $396K | 0.0% | +56.0% | 0.106% | |
| 2/11/2026 | Empowered Funds LLC | 2,002 | $278K | 0.0% | N/A | 0.074% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 1,941 | $269K | 0.0% | N/A | 0.072% | |
| 2/11/2026 | LPL Financial LLC | 66,090 | $9.17M | 0.0% | -8.3% | 2.448% | |
| 2/11/2026 | OneAscent Financial Services LLC | 1,478 | $205K | 0.0% | -6.8% | 0.055% | |
| 2/6/2026 | Addison Advisors LLC | 16,419 | $2.28M | 0.5% | -1.4% | 0.608% | |
| 2/6/2026 | Northbridge Financial Group LLC | 8,248 | $1.15M | 0.5% | N/A | 0.305% | |
| 2/6/2026 | HighTower Advisors LLC | 16,552 | $2.30M | 0.0% | +2.1% | 0.613% | |
| 2/3/2026 | Climber Capital SA | 2,460 | $341K | 0.2% | N/A | 0.091% | |
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| 2/3/2026 | SBI Securities Co. Ltd. | 814 | $113K | 0.0% | -17.5% | 0.030% | |
| 1/30/2026 | Kohmann Bosshard Financial Services LLC | 245 | $34K | 0.0% | N/A | 0.009% | |
| 1/27/2026 | Magnolia Capital Management Ltd. | 3,860 | $536K | 0.4% | -34.2% | 0.143% | |
| 1/27/2026 | Rainey & Randall Wealth Advisors Inc. | 180,507 | $25.05M | 4.1% | +2.1% | 6.685% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,532 | $213K | 0.0% | +249.8% | 0.057% | |
| 1/22/2026 | K2 Financial Inc. | 3,364 | $479K | 0.4% | +10.7% | 0.125% | |
| 1/22/2026 | Financial Consulate Inc. | 67,018 | $9.30M | 1.3% | +3.7% | 2.482% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 2,811 | $390K | 0.0% | +25.3% | 0.104% | |
| 1/16/2026 | First Pacific Financial | 175,903 | $24.41M | 3.2% | +1.8% | 6.515% | |
| 1/5/2026 | Stairway Partners LLC | 228,873 | $31.76M | 1.6% | -7.0% | 8.323% | |
| 1/1/2026 | JPMorgan Chase & Co. | 226 | $32K | 0.0% | -26.9% | 0.008% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 1,830 | $254K | 0.0% | N/A | 0.067% | |
| 11/17/2025 | Susquehanna International Group LLP | 39,939 | $5.55M | 0.0% | +368.1% | 1.452% | |
| 11/17/2025 | National Bank of Canada FI | 531 | $74K | 0.0% | +524.7% | 0.019% | |
| 11/17/2025 | Flow Traders U.S. LLC | 14,412 | $2.00M | 0.1% | +82.7% | 0.524% | |
| 11/17/2025 | Bank of America Corp DE | 6,490 | $902K | 0.0% | -9.5% | 0.236% | |
| 11/14/2025 | Raymond James Financial Inc. | 7,574 | $1.05M | 0.0% | -6.1% | 0.275% | |
| 11/14/2025 | Virtu Financial LLC | 1,951 | $271K | 0.0% | N/A | 0.071% | |
| 11/13/2025 | UBS Group AG | 9,342 | $1.30M | 0.0% | -4.6% | 0.340% | |
| 11/13/2025 | Private Advisor Group LLC | 1,505 | $209K | 0.0% | N/A | 0.055% | |
| 11/12/2025 | Banco Santander S.A. | 10,227 | $1.42M | 0.0% | -51.9% | 0.372% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 14,988 | $2.08M | 0.0% | -6.7% | 0.545% | |
| 11/7/2025 | Addison Advisors LLC | 16,646 | $2.31M | 0.5% | -2.3% | 0.605% | |
| 11/7/2025 | JPMorgan Chase & Co. | 226 | $32K | 0.0% | -26.9% | 0.008% | |
| 11/7/2025 | HighTower Advisors LLC | 16,212 | $2.25M | 0.0% | -1.2% | 0.590% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 2,243 | $312K | 0.0% | N/A | 0.082% | |
| 11/5/2025 | SBI Securities Co. Ltd. | 987 | $137K | 0.0% | -8.8% | 0.036% | |
| 11/3/2025 | Rainey & Randall Wealth Advisors Inc. | 176,788 | $24.58M | 4.1% | +0.5% | 6.429% | |
| 10/31/2025 | OneAscent Financial Services LLC | 1,585 | $220K | 0.0% | -94.0% | 0.057% | |
| 10/29/2025 | Magnolia Capital Management Ltd. | 5,865 | $815K | 0.6% | -34.6% | 0.206% | |
| 10/21/2025 | First Pacific Financial | 172,803 | $24.02M | 3.3% | -0.4% | 6.063% | |
| 10/21/2025 | Financial Consulate Inc. | 64,606 | $8.98M | 1.3% | -28.8% | 2.267% | |
| 10/16/2025 | K2 Financial Inc. | 3,038 | $423K | 0.3% | +10.8% | 0.107% | |
| 10/15/2025 | Vontobel Holding Ltd. | 308,629 | $42.91M | 0.1% | +1.8% | 10.829% | |
| 10/14/2025 | Great Waters Wealth Management | 2,629 | $365K | 0.0% | -8.3% | 0.092% | |
| 10/3/2025 | Stairway Partners LLC | 246,047 | $34.21M | 1.8% | -0.4% | 8.633% | |
| 9/26/2025 | Corient Private Wealth LLC | 2,500 | $316K | 0.0% | N/A | 0.088% | |
| 9/4/2025 | Osaic Holdings Inc. | 744 | $94K | 0.0% | +20.6% | 0.026% | |
| 8/15/2025 | Corient Private Wealth LLC | 2,500 | $316K | 0.0% | N/A | 0.088% | |
| 8/15/2025 | Bank of America Corp DE | 7,170 | $906K | 0.0% | +10.0% | 0.252% | |
| 8/14/2025 | Jane Street Group LLC | 10,630 | $1.34M | 0.0% | +356.6% | 0.373% | |
| 8/14/2025 | Raymond James Financial Inc. | 8,066 | $1.02M | 0.0% | -20.0% | 0.283% | |
| 8/14/2025 | Quantinno Capital Management LP | 10,911 | $1.38M | 0.0% | -8.5% | 0.383% | |
| 8/13/2025 | Flow Traders U.S. LLC | 7,888 | $997K | 0.0% | -60.6% | 0.277% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 25,479 | $3.22M | 0.0% | -21.0% | 0.894% | |
| 8/12/2025 | JPMorgan Chase & Co. | 309 | $39K | 0.0% | -37.3% | 0.011% | |
| 8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 14,566 | $1.84M | 0.0% | -0.8% | 0.511% | |
| 8/8/2025 | Cetera Investment Advisers | 3,065 | $387K | 0.0% | -5.1% | 0.108% | |
| 8/8/2025 | Creative Planning | 7,257 | $917K | 0.0% | +12.5% | 0.255% | |
| 8/7/2025 | Addison Advisors LLC | 17,046 | $2.16M | 0.5% | -3.9% | 0.598% | |
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| 8/4/2025 | Atria Investments Inc | 26,263 | $3.32M | 0.0% | +169.5% | 0.922% | |
| 7/23/2025 | Vontobel Holding Ltd. | 303,266 | $38.33M | 0.1% | -4.2% | 10.641% | |
| 7/21/2025 | Rainey & Randall Wealth Advisors Inc. | 175,860 | $22.23M | 4.1% | +2.5% | 6.171% | |
| 7/18/2025 | First Pacific Financial | 173,457 | $21.93M | 3.2% | +1.2% | 6.086% | |
| 7/18/2025 | Financial Consulate Inc. | 90,694 | $11.46M | 2.3% | +4.2% | 3.182% | |
| 7/17/2025 | K2 Financial Inc. | 2,742 | $352K | 0.3% | +5.5% | 0.096% | |
| 7/3/2025 | Stairway Partners LLC | 246,932 | $31.21M | 1.8% | -0.5% | 8.664% | |
| 5/19/2025 | Jane Street Group LLC | 2,328 | $269K | 0.0% | -51.3% | 0.076% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 55,544 | $6.42M | 0.0% | +2.8% | 1.821% | |
| 5/15/2025 | MAI Capital Management | 1,768 | $205K | 0.0% | +1,567.9% | 0.058% | |