| 10/10/2026 | Prism Advisors Inc. | 93,609 | $7.95M | 2.0% | -3.4% | 1.783% | |
| 9/22/2026 | State Street Corp | 571,688 | $49.46M | 0.0% | +29.0% | 10.889% | |
| 9/21/2026 | Premier Financial Group | 1,243 | $108K | 0.0% | N/A | 0.024% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 664 | $57K | 0.0% | N/A | 0.013% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 33,465 | $2.90M | 0.1% | +7.6% | 0.663% | |
| 7/7/2026 | CoreCap Advisors LLC | 3,595 | $311K | 0.0% | +10.0% | 0.071% | |
| 6/3/2026 | Parallel Advisors LLC | 2,670 | $249K | 0.0% | +12.7% | 0.053% | |
| 5/19/2026 | Bank of America Corp DE | 94,058 | $8.76M | 0.0% | -7.7% | 1.863% | |
| 5/13/2026 | Cetera Investment Advisers | 5,272 | $491K | 0.0% | -3.0% | 0.104% | |
| 5/13/2026 | First Trust Advisors LP | 11,193 | $1.04M | 0.0% | +28.1% | 0.222% | |
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| 5/7/2026 | Parallel Advisors LLC | 2,670 | $249K | 0.0% | +12.7% | 0.053% | |
| 5/6/2026 | Assetmark Inc. | 221,133 | $20.59M | 0.0% | +0.8% | 4.379% | |
| 5/5/2026 | Wealthfront Advisers LLC | 16,804 | $1.57M | 0.0% | +23.6% | 0.333% | |
| 5/4/2026 | Bleakley Financial Group LLC | 16,208 | $1.51M | 0.0% | N/A | 0.321% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 195,364 | $18.19M | 1.0% | +1.5% | 3.869% | |
| 4/24/2026 | Prism Advisors Inc. | 98,413 | $9.16M | 2.4% | +4.2% | 1.949% | |
| 2/18/2026 | Zacks Investment Management | 44,168 | $4.28M | 0.0% | +12.9% | 0.875% | |
| 2/18/2026 | OLD Mission Capital LLC | 13,883 | $1.34M | 0.0% | -67.6% | 0.275% | |
| 2/17/2026 | Cetera Investment Advisers | 5,433 | $526K | 0.0% | +13.5% | 0.108% | |
| 2/17/2026 | Russell Investments Group Ltd. | 1,175 | $114K | 0.0% | -14.4% | 0.023% | |
| 2/16/2026 | Focus Partners Wealth | 44,727 | $4.33M | 0.0% | N/A | 0.886% | |
| 2/13/2026 | CreativeOne Wealth LLC | 2,617 | $253K | 0.0% | +20.6% | 0.052% | |
| 2/13/2026 | Stifel Financial Corp | 4,985 | $483K | 0.0% | +2.5% | 0.099% | |
| 2/13/2026 | First Trust Advisors LP | 8,741 | $846K | 0.0% | +6.8% | 0.173% | |
| 2/13/2026 | State Street Corp | 208,569 | $20.19M | 0.0% | +74.9% | 4.130% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 866 | $84K | 0.0% | N/A | 0.017% | |
| 2/13/2026 | Wells Fargo & Company MN | 23,533 | $2.28M | 0.0% | +11.2% | 0.466% | |
| 2/12/2026 | HRT Financial LP | 6,202 | $600K | 0.0% | N/A | 0.123% | |
| 2/12/2026 | Intesa Sanpaolo Wealth Management | 1,800 | $174K | 0.0% | N/A | 0.036% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 74,208 | $7.18M | 0.0% | -65.3% | 1.469% | |
| 2/11/2026 | LPL Financial LLC | 9,424 | $912K | 0.0% | -7.4% | 0.187% | |
| 2/11/2026 | Parallel Advisors LLC | 2,370 | $229K | 0.0% | +374.0% | 0.047% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 19,301 | $1.87M | 0.0% | +5.5% | 0.382% | |
| 2/10/2026 | IAG Wealth Partners LLC | 1,064 | $103K | 0.0% | +117.6% | 0.021% | |
| 2/10/2026 | Savant Capital LLC | 32,987 | $3.19M | 0.0% | -2.4% | 0.653% | |
| 2/9/2026 | Harbour Investments Inc. | 1,018 | $99K | 0.0% | N/A | 0.020% | |
| 2/5/2026 | Stephens Inc. AR | 7,648 | $740K | 0.0% | -1.7% | 0.151% | |
| 2/4/2026 | swisspartners Advisors Ltd | 147,290 | $14.27M | 10.4% | +3.8% | 2.917% | |
| 2/3/2026 | NewEdge Wealth LLC | 16,246 | $1.57M | 0.0% | N/A | 0.322% | |
| 1/30/2026 | Wealthfront Advisers LLC | 13,594 | $1.32M | 0.0% | +72.9% | 0.269% | |
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| 1/29/2026 | UBS Group AG | 53,513 | $5.18M | 0.0% | -4.6% | 1.060% | |
| 1/29/2026 | 4Thought Financial Group Inc. | 1,253 | $121K | 0.1% | -21.6% | 0.025% | |
| 1/27/2026 | Osborne Partners Capital Management LLC | 192,532 | $18.64M | 1.0% | -2.1% | 3.813% | |
| 1/23/2026 | Assetmark Inc. | 219,473 | $21.25M | 0.0% | +5,486,725.0% | 4.346% | |
| 1/23/2026 | Prism Advisors Inc. | 94,401 | $9.14M | 2.4% | -0.8% | 1.869% | |
| 1/15/2026 | Acima Private Wealth LLC | 3,315 | $321K | 0.1% | -18.5% | 0.066% | |
| 1/14/2026 | Worth Asset Management LLC | 3,555 | $344K | 0.1% | +9.6% | 0.070% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 31,566 | $3.06M | 0.1% | +1.6% | 0.625% | |
| 1/1/2026 | JPMorgan Chase & Co. | 5,035 | $529K | 0.0% | +10.8% | 0.105% | |
| 11/17/2025 | Mittelman Wealth Management | 12,357 | $1.30M | 0.8% | +53.3% | 0.257% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 1,422 | $149K | 0.0% | N/A | 0.030% | |
| 11/17/2025 | Flow Traders U.S. LLC | 33,903 | $3.56M | 0.1% | +118.3% | 0.706% | |
| 11/17/2025 | Clark Capital Management Group Inc. | 2,995 | $314K | 0.0% | N/A | 0.062% | |
| 11/17/2025 | Bank of America Corp DE | 96,401 | $10.12M | 0.0% | -5.0% | 2.008% | |
| 11/17/2025 | Ameriprise Financial Inc. | 57,617 | $6.05M | 0.0% | +1.4% | 1.200% | |
| 11/14/2025 | Zacks Investment Management | 39,132 | $4.11M | 0.0% | -11.6% | 0.815% | |
| 11/14/2025 | Dauntless Investment Group LLC | 1,659 | $174K | 0.1% | N/A | 0.035% | |
| 11/13/2025 | UBS Group AG | 56,120 | $5.89M | 0.0% | -3.1% | 1.169% | |
| 11/13/2025 | Russell Investments Group Ltd. | 1,373 | $144K | 0.0% | N/A | 0.029% | |
| 11/13/2025 | CreativeOne Wealth LLC | 2,170 | $228K | 0.0% | -11.1% | 0.045% | |
| 11/13/2025 | First Trust Advisors LP | 8,186 | $859K | 0.0% | +32.7% | 0.171% | |
| 11/7/2025 | Avestar Capital LLC | 14,387 | $1.51M | 0.1% | +44.3% | 0.300% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 31,054 | $3.26M | 0.1% | -1.3% | 0.647% | |
| 11/7/2025 | JPMorgan Chase & Co. | 5,035 | $529K | 0.0% | +10.8% | 0.105% | |
| 11/6/2025 | Wealthfront Advisers LLC | 7,863 | $825K | 0.0% | -37.6% | 0.164% | |
| 11/5/2025 | swisspartners Advisors Ltd | 141,835 | $14.94M | 12.3% | +0.7% | 2.955% | |
| 11/5/2025 | Savant Capital LLC | 33,795 | $3.55M | 0.0% | -1.0% | 0.704% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 3,083 | $324K | 0.0% | -15.9% | 0.064% | |
| 10/30/2025 | Osborne Partners Capital Management LLC | 196,710 | $20.65M | 1.0% | +2.6% | 4.098% | |
| 10/27/2025 | Stephens Inc. AR | 7,780 | $817K | 0.0% | N/A | 0.162% | |
| 10/27/2025 | Harbor Investment Advisory LLC | 1,000 | $105K | 0.0% | N/A | 0.021% | |
| 10/21/2025 | Grey Ledge Advisors LLC | 783 | $82K | 0.0% | -17.4% | 0.016% | |
| 10/21/2025 | Optimum Investment Advisors | 1,758 | $185K | 0.1% | -25.1% | 0.037% | |
| 10/17/2025 | Worth Asset Management LLC | 3,245 | $341K | 0.2% | +29.1% | 0.068% | |
| 10/16/2025 | Sharper & Granite LLC | 4,020 | $422K | 0.2% | -16.6% | 0.084% | |
| 10/14/2025 | Prism Advisors Inc. | 95,124 | $9.99M | 2.7% | +269.2% | 1.982% | |
| 9/4/2025 | Osaic Holdings Inc. | 2,161 | $188K | 0.0% | +72.9% | 0.044% | |
| 8/15/2025 | Bank of America Corp DE | 101,479 | $8.88M | 0.0% | -53.2% | 2.071% | |
| 8/15/2025 | Ameriprise Financial Inc. | 56,808 | $4.97M | 0.0% | +19.6% | 1.159% | |
| 8/14/2025 | Jane Street Group LLC | 35,532 | $3.11M | 0.0% | N/A | 0.725% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,398 | $122K | 0.0% | N/A | 0.029% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 491 | $43K | 0.0% | +136.1% | 0.010% | |
| 8/13/2025 | Flow Traders U.S. LLC | 15,531 | $1.36M | 0.1% | N/A | 0.317% | |
| 8/13/2025 | First Trust Advisors LP | 6,170 | $540K | 0.0% | +11.0% | 0.126% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 8,789 | $769K | 0.0% | N/A | 0.179% | |
| 8/12/2025 | CreativeOne Wealth LLC | 2,441 | $214K | 0.0% | N/A | 0.050% | |
| 8/12/2025 | JPMorgan Chase & Co. | 4,545 | $398K | 0.0% | +14.4% | 0.093% | |
| 8/8/2025 | Cetera Investment Advisers | 3,546 | $310K | 0.0% | -3.2% | 0.072% | |
| 8/8/2025 | Mittelman Wealth Management | 8,062 | $706K | 0.6% | -14.0% | 0.165% | |
| 8/6/2025 | Savant Capital LLC | 34,123 | $2.99M | 0.0% | -3.6% | 0.696% | |
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| 8/5/2025 | swisspartners Advisors Ltd | 140,880 | $12.32M | 11.6% | +2.0% | 2.875% | |
| 8/4/2025 | Bordeaux Wealth Advisors LLC | 42,838 | $3.75M | 0.5% | +2.3% | 0.874% | |
| 8/4/2025 | Hantz Financial Services Inc. | 871 | $76K | 0.0% | -39.3% | 0.018% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 3,664 | $321K | 0.0% | +26.4% | 0.075% | |
| 7/31/2025 | Wealthfront Advisers LLC | 12,605 | $1.10M | 0.0% | -3.0% | 0.257% | |
| 7/31/2025 | Optimum Investment Advisors | 2,347 | $205K | 0.1% | +45.0% | 0.048% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 31,459 | $2.75M | 0.1% | -20.6% | 0.642% | |
| 7/10/2025 | Worth Asset Management LLC | 2,513 | $220K | 0.1% | N/A | 0.051% | |
| 7/8/2025 | Prism Advisors Inc. | 25,766 | $2.26M | 0.6% | N/A | 0.526% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,593 | $309K | 0.0% | +4,448.1% | 0.073% | |