| 7/10/2026 | Heck Capital Advisors LLC | 153,051 | $13.97M | 0.8% | -2.0% | 1.319% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 15,778 | $1.44M | 0.0% | -0.9% | 0.136% | |
| 7/7/2026 | CoreCap Advisors LLC | 46,197 | $4.22M | 0.1% | +5.8% | 0.398% | |
| 7/7/2026 | Paul R. Ried Financial Group LLC | 191,659 | $17.49M | 7.6% | +2.9% | 1.652% | |
| 6/3/2026 | NewEdge Advisors LLC | 17,364 | $1.29M | 0.0% | +129.9% | 0.151% | |
| 5/22/2026 | Verus Capital Partners LLC | 176,089 | $13.13M | 0.9% | +6.5% | 1.531% | |
| 5/19/2026 | Western Wealth Management LLC | 634 | $47K | 0.0% | N/A | 0.006% | |
| 5/19/2026 | Bank of America Corp DE | 554,869 | $41.36M | 0.0% | -0.8% | 4.825% | |
| 5/18/2026 | Royal Bank of Canada | 91,755 | $6.84M | 0.0% | +5.5% | 0.798% | |
| 5/14/2026 | Keebeck Wealth Management | 26,765 | $2.00M | 0.2% | +2.4% | 0.233% | |
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| 5/13/2026 | Cetera Investment Advisers | 140,009 | $10.44M | 0.0% | +3.4% | 1.217% | |
| 5/8/2026 | Glenview Trust Co | 11,140 | $830K | 0.0% | -1.2% | 0.097% | |
| 5/7/2026 | Paul R. Ried Financial Group LLC | 186,297 | $13.89M | 6.5% | +3.5% | 1.620% | |
| 5/6/2026 | Aire Advisors LLC | 5,246 | $391K | 0.1% | +4.9% | 0.046% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 636 | $47K | 0.0% | N/A | 0.006% | |
| 5/5/2026 | Wealthfront Advisers LLC | 10,760 | $802K | 0.0% | +5.7% | 0.094% | |
| 5/5/2026 | Bank of New York Mellon Corp | 8,159 | $608K | 0.0% | +25.5% | 0.071% | |
| 5/5/2026 | Sanctuary Advisors LLC | 2,731 | $204K | 0.0% | N/A | 0.024% | |
| 5/1/2026 | Fifth Third Bancorp | 382 | $28K | 0.0% | N/A | 0.003% | |
| 5/1/2026 | Sovran Advisors LLC | 7,933 | $591K | 0.0% | +11.2% | 0.069% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,759 | $429K | 0.0% | -7.7% | 0.050% | |
| 4/29/2026 | Northwest Wealth Advisors LLC | 49,482 | $3.69M | 2.6% | +17.8% | 0.430% | |
| 4/28/2026 | Stephens Inc. AR | 87,885 | $6.55M | 0.1% | +45.1% | 0.764% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 3,101 | $231K | 0.1% | N/A | 0.027% | |
| 4/27/2026 | Capital Financial Group Inc. Co. ADV | 66,584 | $4.96M | 2.7% | -1.5% | 0.579% | |
| 4/27/2026 | HB Wealth Management LLC | 14,745 | $1.10M | 0.0% | -8.9% | 0.128% | |
| 4/27/2026 | Private Advisor Group LLC | 22,913 | $1.71M | 0.0% | -1.6% | 0.199% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 79,904 | $5.96M | 0.1% | +21.2% | 0.695% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 3,404 | $254K | 0.0% | N/A | 0.030% | |
| 4/21/2026 | Financial Architects LLC | 176,620 | $13.17M | 6.9% | -0.1% | 1.536% | |
| 4/20/2026 | Hixon Zuercher LLC | 12,849 | $958K | 0.3% | -4.3% | 0.112% | |
| 4/18/2026 | CENTRAL TRUST Co | 38,484 | $2.87M | 0.1% | +9.5% | 0.335% | |
| 4/17/2026 | Bell Investment Advisors Inc | 85,439 | $6.37M | 1.0% | -4.5% | 0.743% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 72,915 | $5.52M | 0.0% | +1,866.4% | 0.744% | |
| 2/18/2026 | NewEdge Advisors LLC | 7,552 | $571K | 0.0% | +3.2% | 0.077% | |
| 2/18/2026 | Maia Wealth LLC | 4,399 | $345K | 0.1% | -6.7% | 0.045% | |
| 2/17/2026 | Cetera Investment Advisers | 135,372 | $10.24M | 0.0% | +9.5% | 1.381% | |
| 2/17/2026 | Osaic Holdings Inc. | 88,295 | $6.68M | 0.0% | +12.1% | 0.901% | |
| 2/17/2026 | Royal Bank of Canada | 86,936 | $6.58M | 0.0% | -8.8% | 0.887% | |
| 2/17/2026 | Capital Financial Group Inc. Co. ADV | 67,608 | $5.11M | 2.9% | N/A | 0.690% | |
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| 2/13/2026 | Kestra Advisory Services LLC | 6,237 | $472K | 0.0% | N/A | 0.064% | |
| 2/13/2026 | CreativeOne Wealth LLC | 10,138 | $767K | 0.0% | -10.5% | 0.103% | |
| 2/13/2026 | Visionary Wealth Advisors | 36,073 | $2.73M | 0.1% | -4.4% | 0.368% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 4,645 | $351K | 0.0% | +8.9% | 0.047% | |
| 2/13/2026 | Wells Fargo & Company MN | 20,701 | $1.57M | 0.0% | +1,904.0% | 0.211% | |
| 2/12/2026 | Jane Street Group LLC | 19,872 | $1.50M | 0.0% | N/A | 0.203% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 167,211 | $12.65M | 0.1% | -2.0% | 1.706% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 110,505 | $8.36M | 0.0% | -56.3% | 1.128% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 65,930 | $4.99M | 0.2% | +316.2% | 0.673% | |
| 2/12/2026 | Great Lakes Retirement Inc. | 117,447 | $8.88M | 0.9% | +7.4% | 1.198% | |
| 2/12/2026 | Betterment LLC | 792,373 | $59.93M | 0.1% | +0.1% | 8.085% | |
| 2/12/2026 | Principal Securities Inc. | 97,786 | $7.40M | 0.1% | +2.4% | 0.998% | |
| 2/11/2026 | First American Trust FSB | 268,293 | $20.29M | 1.4% | -3.7% | 2.738% | |
| 2/11/2026 | LPL Financial LLC | 920,707 | $69.63M | 0.0% | +28.7% | 9.395% | |
| 2/11/2026 | Vise Technologies Inc. | 16,898 | $1.28M | 0.0% | N/A | 0.172% | |
| 2/11/2026 | Verus Capital Partners LLC | 165,278 | $12.50M | 0.8% | +6.6% | 1.687% | |
| 2/10/2026 | Syntegra Private Wealth Group LLC | 17,411 | $1.32M | 0.1% | +1.8% | 0.178% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 15,761 | $1.19M | 0.0% | +27.0% | 0.161% | |
| 2/10/2026 | Linscomb Wealth Inc. | 64,162 | $4.85M | 0.2% | +5.9% | 0.655% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 2,000 | $151K | 0.0% | +401.3% | 0.020% | |
| 2/9/2026 | Strategic Financial Services Inc. | 99,739 | $7.99M | 0.4% | -2.1% | 1.018% | |
| 2/9/2026 | LifePlan Investment Advisors Inc. | 8,535 | $646K | 0.3% | +13.5% | 0.087% | |
| 2/6/2026 | Northwest Wealth Advisors LLC | 42,005 | $3.18M | 2.5% | N/A | 0.429% | |
| 2/6/2026 | IFP Advisors Inc | 161,432 | $12.21M | 0.3% | +2.2% | 1.647% | |
| 2/6/2026 | Paul R. Ried Financial Group LLC | 180,002 | $13.61M | 6.4% | +1.2% | 1.837% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 53,428 | $4.04M | 0.0% | +22.7% | 0.545% | |
| 2/5/2026 | Duncan Williams Asset Management LLC | 155,976 | $12.32M | 3.1% | +5.1% | 1.592% | |
| 2/5/2026 | Stephens Inc. AR | 60,563 | $4.58M | 0.1% | +114.0% | 0.618% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 122,524 | $9.27M | 0.0% | +30,607.8% | 1.250% | |
| 2/5/2026 | Blue Water Asset Management | 4,378 | $331K | 0.1% | N/A | 0.045% | |
| 2/4/2026 | First Foundation Advisors | 488,940 | $36.98M | 1.4% | -2.2% | 4.989% | |
| 2/2/2026 | Montag A & Associates Inc. | 830 | $63K | 0.0% | N/A | 0.008% | |
| 2/2/2026 | CENTRAL TRUST Co | 35,148 | $2.66M | 0.1% | +27.2% | 0.359% | |
| 2/2/2026 | Composition Wealth LLC | 5,871 | $444K | 0.0% | -2.4% | 0.060% | |
| 1/30/2026 | Wealthfront Advisers LLC | 10,180 | $770K | 0.0% | -1.7% | 0.104% | |
| 1/29/2026 | True Link Financial Advisors LLC | 3,866 | $292K | 0.0% | N/A | 0.039% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 10,405 | $787K | 0.0% | N/A | 0.106% | |
| 1/29/2026 | High Probability Advisors LLC | 156,620 | $11.85M | 1.6% | +2.1% | 1.598% | |
| 1/28/2026 | HB Wealth Management LLC | 16,185 | $1.22M | 0.0% | -7.5% | 0.165% | |
| 1/28/2026 | Edge Financial Advisors LLC | 3,310 | $249K | 0.1% | -3.8% | 0.034% | |
| 1/26/2026 | Private Trust Co. NA | 2,658 | $201K | 0.0% | -5.2% | 0.027% | |
| 1/26/2026 | CWM LLC | 8,244 | $624K | 0.0% | +10.3% | 0.084% | |
| 1/26/2026 | Hixon Zuercher LLC | 13,420 | $1.02M | 0.3% | -2.4% | 0.137% | |
| 1/23/2026 | Optima Capital LLC | 468 | $35K | 0.0% | N/A | 0.005% | |
| 1/23/2026 | McCarthy & Cox | 2,834 | $214K | 2.6% | -98.1% | 0.029% | |
| 1/21/2026 | Financial Architects LLC | 176,790 | $13.37M | 7.2% | +2.4% | 1.823% | |
| 1/21/2026 | Capital Advisors Wealth Management LLC | 106,847 | $8.08M | 1.1% | +10.2% | 1.102% | |
| 1/21/2026 | Sowell Financial Services LLC | 10,777 | $815K | 0.0% | +94.6% | 0.111% | |
| 1/20/2026 | Sovran Advisors LLC | 7,134 | $573K | 0.0% | -13.0% | 0.074% | |
| 1/20/2026 | American National Bank & Trust | 513,530 | $38.84M | 3.7% | +9.0% | 5.294% | |
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| 1/20/2026 | 1900 Wealth Management LLC | 136,238 | $10.30M | 0.7% | -2.8% | 1.405% | |
| 1/16/2026 | Heck Capital Advisors LLC | 157,567 | $11.92M | 0.9% | -0.7% | 1.624% | |
| 1/13/2026 | CoreCap Advisors LLC | 41,174 | $3.11M | 0.1% | +4.0% | 0.424% | |
| 1/12/2026 | Richard P Slaughter Associates Inc | 268,586 | $20.31M | 4.3% | +0.6% | 2.769% | |
| 1/9/2026 | Westwind Capital | 47,295 | $3.58M | 0.7% | +15.7% | 0.488% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 18,449 | $1.40M | 0.0% | -45.9% | 0.190% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 31,683 | $2.48M | 0.0% | +3.1% | 0.327% | |
| 12/2/2025 | IFP Advisors Inc | 158,096 | $11.84M | 0.3% | -8.9% | 1.700% | |
| 11/21/2025 | Bell Investment Advisors Inc | 98,656 | $7.39M | 1.2% | +1.9% | 1.061% | |
| 11/17/2025 | NewEdge Advisors LLC | 7,318 | $548K | 0.0% | +5.5% | 0.079% | |