| 11/7/2026 | Vista Capital Partners Inc. | 2,153 | $220K | 0.0% | N/A | 0.005% | |
| 11/6/2026 | Stonebridge Financial Planning Group LLC | 2,545 | $260K | 0.1% | -5.6% | 0.006% | |
| 11/6/2026 | Moors & Cabot Inc. | 2,366 | $242K | 0.0% | N/A | 0.006% | |
| 11/6/2026 | Valmark Advisers Inc. | 2,411 | $246K | 0.0% | N/A | 0.006% | |
| 11/6/2026 | Money Concepts Capital Corp | 2,545 | $260K | 0.0% | N/A | 0.006% | |
| 11/6/2026 | Fisher Asset Management LLC | 2,038,927 | $208.22M | 0.1% | N/A | 4.937% | |
| 11/6/2026 | Fifth Third Bancorp | 8,594 | $878K | 0.0% | +79.1% | 0.021% | |
| 11/5/2026 | Jacobi Capital Management LLC | 596 | $61K | 0.0% | N/A | 0.001% | |
| 11/5/2026 | Jefferies Financial Group Inc. | 12,500 | $1.28M | 0.0% | N/A | 0.030% | |
| 11/5/2026 | Lido Advisors LLC | 3,199 | $327K | 0.0% | N/A | 0.008% | |
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| 11/5/2026 | Equity Investment Corp | 20,556 | $2.10M | 0.0% | N/A | 0.050% | |
| 11/4/2026 | Allspring Global Investments Holdings LLC | 10,235 | $1.03M | 0.0% | +255,775.0% | 0.025% | |
| 11/3/2026 | Heritage Family Offices LLP | 533 | $54K | 0.0% | N/A | 0.001% | |
| 11/2/2026 | Commonwealth Equity Services LLC | 85,711 | $8.75M | 0.0% | N/A | 0.208% | |
| 10/30/2026 | City of London Investment Management Co. Ltd. | 17,270 | $1.76M | 0.1% | N/A | 0.042% | |
| 10/30/2026 | Provenance Wealth Advisors LLC | 1,117 | $114K | 0.0% | N/A | 0.003% | |
| 10/30/2026 | Integrity Alliance LLC. | 6,098 | $623K | 0.0% | N/A | 0.015% | |
| 10/29/2026 | Mirae Asset Global Investments Co. Ltd. | 47,800 | $4.88M | 0.0% | N/A | 0.116% | |
| 10/28/2026 | Everett Harris & Co. CA | 4,630 | $473K | 0.0% | N/A | 0.011% | |
| 10/28/2026 | D.A. Davidson & CO. | 12,932 | $1.32M | 0.0% | N/A | 0.031% | |
| 10/27/2026 | Latitude Advisors LLC | 440 | $45K | 0.0% | N/A | 0.001% | |
| 10/26/2026 | Park Avenue Securities LLC | 10,858 | $1.11M | 0.0% | N/A | 0.026% | |
| 10/26/2026 | Segment Wealth Management LLC | 2,130 | $218K | 0.0% | N/A | 0.005% | |
| 10/26/2026 | Miller Howard Investments Inc. NY | 86,136 | $8.80M | 0.2% | N/A | 0.209% | |
| 10/26/2026 | Leo Wealth LLC | 39,363 | $4.02M | 0.9% | N/A | 0.095% | |
| 10/23/2026 | Mondrian Investment Partners LTD | 9,833 | $1.05M | 0.0% | N/A | 0.023% | |
| 10/23/2026 | Manchester Capital Management LLC | 2,000 | $204K | 0.0% | N/A | 0.005% | |
| 10/22/2026 | Royal Fund Management LLC | 101,993 | $10.42M | 0.8% | +4.8% | 0.241% | |
| 10/22/2026 | Brookstone Capital Management | 2,789 | $285K | 0.0% | N/A | 0.007% | |
| 10/22/2026 | SBI Securities Co. Ltd. | 2,285 | $233K | 0.0% | -6.8% | 0.005% | |
| 10/22/2026 | Courage Miller Partners LLC | 2,510 | $256K | 0.1% | N/A | 0.006% | |
| 10/22/2026 | Wealth Management Partners LLC | 4,571 | $467K | 0.1% | N/A | 0.011% | |
| 10/21/2026 | Clarity Wealth Advisors LLC | 17,141 | $1.75M | 0.3% | -9.9% | 0.041% | |
| 10/21/2026 | Carnegie Investment Counsel | 2,550 | $260K | 0.0% | N/A | 0.006% | |
| 10/17/2026 | Robertson Stephens Wealth Management LLC | 110,183 | $11.25M | 0.3% | -4.9% | 0.261% | |
| 10/17/2026 | Gemmer Asset Management LLC | 2,000 | $204K | 0.0% | N/A | 0.005% | |
| 10/16/2026 | Vontobel Holding Ltd. | 16,700 | $1.71M | 0.0% | N/A | 0.040% | |
| 10/16/2026 | TD Waterhouse Canada Inc. | 32,703 | $3.30M | 0.0% | +8.3% | 0.077% | |
| 10/16/2026 | Legacy Wealth Partners LLC | 22,761 | $2.32M | 0.5% | +6.5% | 0.054% | |
| 10/16/2026 | NFSG Corp | 723 | $74K | 0.0% | +280.5% | 0.002% | |
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| 10/15/2026 | Meridian Investment Counsel Inc. | 23,648 | $2.42M | 0.5% | N/A | 0.056% | |
| 10/14/2026 | 4WEALTH Advisors Inc. | 2,140 | $222K | 0.2% | N/A | 0.005% | |
| 10/14/2026 | B. Riley Wealth Advisors Inc. | 6,811 | $696K | 0.0% | N/A | 0.016% | |
| 10/9/2026 | Balefire LLC | 8,866 | $905K | 0.1% | -48.1% | 0.021% | |
| 10/8/2026 | Farther Finance Advisors LLC | 40,368 | $4.12M | 0.0% | +6.9% | 0.096% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 9,278 | $947K | 0.0% | N/A | 0.022% | |
| 10/8/2026 | Whalen Wealth Management Inc. | 12,127 | $1.24M | 0.5% | N/A | 0.029% | |
| 10/7/2026 | Decision Investments Inc. | 13,463 | $1.38M | 1.2% | -0.7% | 0.032% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 148,494 | $14.61M | 0.0% | +45.2% | 0.352% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 11,744 | $1.16M | 0.0% | +6.7% | 0.029% | |
| 9/9/2026 | Baird Financial Group Inc. | 3,278 | $322K | 0.0% | N/A | 0.008% | |
| 9/8/2026 | Allworth Financial LP | 1,674 | $165K | 0.0% | +9.9% | 0.004% | |
| 9/8/2026 | Waverly Advisors LLC | 2,877 | $283K | 0.0% | +33.7% | 0.007% | |
| 8/27/2026 | Corient Private Wealth LP | 2,234 | $220K | 0.0% | -42.2% | 0.005% | |
| 8/23/2026 | Readystate Asset Management LP | 2,298 | $226K | 0.0% | -70.6% | 0.006% | |
| 8/23/2026 | Anson Capital Inc. | 17,109 | $1.68M | 1.1% | +11.8% | 0.042% | |
| 8/23/2026 | HB Wealth Management LLC | 6,601 | $649K | 0.0% | +37.5% | 0.016% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 30,196 | $2.98M | 0.0% | +4.2% | 0.074% | |
| 7/7/2026 | Balefire LLC | 17,078 | $1.68M | 0.3% | N/A | 0.042% | |
| 6/15/2026 | J. R. Prunier Capital Management LLC | 4,634 | $433K | 0.2% | +7.3% | 0.012% | |
| 6/9/2026 | Rathbones Group PLC | 25,741 | $2.41M | 0.0% | +1.1% | 0.066% | |
| 6/3/2026 | NewEdge Advisors LLC | 3,344 | $313K | 0.0% | -33.6% | 0.009% | |
| 5/29/2026 | Ipsen Advisor Group LLC | 13,215 | $1.24M | 0.9% | +4.6% | 0.034% | |
| 5/21/2026 | Compass Capital Management Inc. | 4,800 | $449K | 0.0% | N/A | 0.012% | |
| 5/19/2026 | Front Row Advisors LLC | 2,699 | $252K | 0.1% | +8.0% | 0.007% | |
| 5/19/2026 | Royal Fund Management LLC | 92,011 | $8.61M | 0.8% | -0.9% | 0.237% | |
| 5/19/2026 | Bank of America Corp DE | 1,163,309 | $108.82M | 0.0% | -51.9% | 2.991% | |
| 5/18/2026 | Readystate Asset Management LP | 7,822 | $732K | 0.0% | N/A | 0.020% | |
| 5/18/2026 | Royal Bank of Canada | 199,252 | $18.64M | 0.0% | -7.6% | 0.512% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 3,062 | $286K | 0.0% | -6.1% | 0.008% | |
| 5/15/2026 | Waverly Advisors LLC | 2,152 | $201K | 0.0% | N/A | 0.006% | |
| 5/14/2026 | FCA Corp TX | 51,406 | $4.81M | 1.4% | +1.3% | 0.132% | |
| 5/14/2026 | RMG Wealth Management LLC | 500 | $47K | 0.0% | N/A | 0.001% | |
| 5/13/2026 | Cetera Investment Advisers | 26,495 | $2.48M | 0.0% | -42.6% | 0.068% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 9,142 | $855K | 0.0% | +5.8% | 0.024% | |
| 5/7/2026 | Continuum Wealth Advisors LLC | 2,993 | $280K | 0.1% | -4.5% | 0.008% | |
| 5/6/2026 | Bessemer Group Inc. | 3,365 | $314K | 0.0% | +30.8% | 0.009% | |
| 5/5/2026 | D.A. Davidson & CO. | 13,296 | $1.24M | 0.0% | +3.4% | 0.034% | |
| 5/5/2026 | Bank of New York Mellon Corp | 4,151 | $388K | 0.0% | -67.0% | 0.011% | |
| 5/5/2026 | Sanctuary Advisors LLC | 16,942 | $1.59M | 0.0% | -51.4% | 0.044% | |
| 5/2/2026 | Carnegie Investment Counsel | 2,150 | $201K | 0.0% | -14.0% | 0.006% | |
| 5/1/2026 | Fifth Third Bancorp | 4,619 | $432K | 0.0% | +174.9% | 0.012% | |
| 5/1/2026 | Sovran Advisors LLC | 5,000 | $465K | 0.0% | N/A | 0.013% | |
| 4/30/2026 | First Horizon Corp | 930 | $87K | 0.0% | -22.5% | 0.002% | |
| 4/30/2026 | Kestra Advisory Services LLC | 20,359 | $1.90M | 0.0% | +283.0% | 0.052% | |
| 4/30/2026 | Money Concepts Capital Corp | 2,214 | $207K | 0.0% | N/A | 0.006% | |
| 4/28/2026 | Wealthstar Advisors LLC | 2,827 | $264K | 0.1% | -4.7% | 0.007% | |
| 4/27/2026 | Private Advisor Group LLC | 19,736 | $1.85M | 0.0% | +3.8% | 0.051% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 7,048 | $659K | 0.0% | -64.7% | 0.018% | |
| 4/27/2026 | Sound Income Strategies LLC | 1,985 | $188K | 0.0% | -8.1% | 0.005% | |
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| 4/25/2026 | Clarity Wealth Advisors LLC | 24,892 | $2.33M | 0.5% | -9.3% | 0.064% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 32,761 | $3.07M | 0.0% | -2.6% | 0.085% | |
| 4/22/2026 | Decision Investments Inc. | 13,418 | $1.26M | 1.4% | -3.1% | 0.035% | |
| 4/21/2026 | Fiduciary Alliance LLC | 3,405 | $324K | 0.0% | -7.6% | 0.009% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 5,787 | $541K | 0.0% | -52.4% | 0.015% | |
| 4/20/2026 | Blue Trust Inc. | 1,112 | $104K | 0.0% | -71.7% | 0.003% | |
| 4/16/2026 | SG Americas Securities LLC | 3,190 | $298K | 0.0% | +43.9% | 0.008% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 12,257 | $1.19M | 0.0% | -3.3% | 0.026% | |
| 3/13/2026 | World Investment Advisors | 2,054 | $200K | 0.0% | N/A | 0.004% | |
| 3/9/2026 | Corient Private Wealth LLC | 4,015 | $391K | 0.0% | -11.2% | 0.009% | |