| 10/15/2026 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,731 | $2.18M | 0.1% | -2.0% | 0.022% | |
| 10/15/2026 | Mather Group LLC. | 795 | $118K | 0.0% | N/A | 0.001% | |
| 10/15/2026 | Strategy Asset Managers LLC | 2,475 | $367K | 0.0% | N/A | 0.004% | |
| 10/14/2026 | Columbus Macro LLC | 15,774 | $2.34M | 0.2% | -13.0% | 0.024% | |
| 10/14/2026 | B. Riley Wealth Advisors Inc. | 8,469 | $1.26M | 0.0% | N/A | 0.013% | |
| 10/13/2026 | Avior Wealth Management LLC | 7,087 | $1.05M | 0.0% | N/A | 0.011% | |
| 10/9/2026 | Go Invest LLC | 258 | $38K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | First Heartland Consultants Inc. | 2,720 | $403K | 0.0% | N/A | 0.004% | |
| 10/8/2026 | Farther Finance Advisors LLC | 18,112 | $2.69M | 0.0% | +8.5% | 0.028% | |
| 10/8/2026 | CoreCap Advisors LLC | 4,468 | $662K | 0.0% | +4.7% | 0.007% | |
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| 10/8/2026 | Avidian Wealth Enterprises LLC | 11,218 | $1.66M | 0.0% | N/A | 0.017% | |
| 10/7/2026 | Investors Research Corp | 690 | $102K | 0.0% | +160.4% | 0.001% | |
| 10/7/2026 | Decision Investments Inc. | 30,168 | $4.47M | 4.0% | -0.4% | 0.046% | |
| 10/5/2026 | Rosenberg Matthew Hamilton | 3,030 | $449K | 0.1% | -4.9% | 0.005% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 5,123 | $759K | 0.0% | -99.7% | 0.008% | |
| 10/2/2026 | Marotta Asset Management | 22,603 | $3.35M | 0.6% | -0.7% | 0.034% | |
| 10/2/2026 | CX Institutional | 803 | $119K | 0.0% | -93.6% | 0.001% | |
| 10/1/2026 | Montecito Bank & Trust | 8,127 | $1.21M | 0.2% | N/A | 0.012% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 210,313 | $30.39M | 0.0% | +1.0% | 0.319% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 6,217 | $898K | 0.0% | +61.6% | 0.010% | |
| 9/9/2026 | Lunt Capital Management Inc. | 6,956 | $1.01M | 0.4% | -6.9% | 0.011% | |
| 9/9/2026 | Pinnacle Wealth Management Advisory Group LLC | 6,019 | $870K | 0.1% | +6.8% | 0.010% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 107,571 | $15.54M | 0.1% | -0.5% | 0.172% | |
| 9/9/2026 | NewEdge Advisors LLC | 37,000 | $5.35M | 0.0% | +0.9% | 0.059% | |
| 9/9/2026 | IFP Advisors Inc | 4,901 | $708K | 0.0% | -24.0% | 0.008% | |
| 9/9/2026 | Baird Financial Group Inc. | 17,283 | $2.50M | 0.0% | -1.3% | 0.028% | |
| 9/8/2026 | Allworth Financial LP | 1,315 | $190K | 0.0% | +12.1% | 0.002% | |
| 9/8/2026 | Waverly Advisors LLC | 38,398 | $5.55M | 0.0% | +2.7% | 0.061% | |
| 8/27/2026 | Tucker Asset Management LLC | 393 | $57K | 0.0% | +25.2% | 0.001% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 2,274 | $329K | 0.0% | N/A | 0.004% | |
| 8/23/2026 | Angeles Wealth Management LLC | 2,235 | $323K | 0.0% | +57.4% | 0.004% | |
| 8/22/2026 | XP Advisory US Inc. | 370 | $53K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | Tenet Wealth Partners LLC | 2,639 | $348K | 0.3% | N/A | 0.004% | |
| 8/22/2026 | Maloon Powers Pitre Higgins & Dennehy LLC | 4,589 | $663K | 0.2% | N/A | 0.007% | |
| 8/22/2026 | Shum Financial Group Inc. | 18,531 | $2.68M | 1.5% | -1.9% | 0.030% | |
| 8/22/2026 | Investor s Fiduciary Advisor Network LLC | 2,373 | $342K | 0.1% | +7.2% | 0.004% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 16,771 | $2.42M | 0.0% | +5.3% | 0.027% | |
| 8/21/2026 | Continuum Advisory LLC | 2,676 | $387K | 0.0% | -36.4% | 0.004% | |
| 8/21/2026 | Secure Asset Management LLC | 3,271 | $473K | 0.1% | N/A | 0.005% | |
| 8/21/2026 | Clarus Wealth Advisors | 17,571 | $2.42M | 0.9% | -18.0% | 0.028% | |
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| 8/21/2026 | Investors Research Corp | 265 | $38K | 0.0% | N/A | 0.000% | |
| 8/19/2026 | Navellier & Associates Inc. | 21,261 | $1.45M | 0.1% | N/A | 0.034% | |
| 8/15/2026 | First Bancorp Inc ME | 362 | $52K | 0.0% | N/A | 0.001% | |
| 8/12/2026 | C M Bidwell & Associates Ltd. | 210 | $30K | 0.0% | N/A | 0.000% | |
| 7/10/2026 | Investors Research Corp | 265 | $38K | 0.0% | N/A | 0.000% | |
| 7/10/2026 | Annex Advisory Services LLC | 1,404 | $203K | 0.0% | N/A | 0.002% | |
| 7/10/2026 | West Branch Capital LLC | 272 | $39K | 0.0% | -22.9% | 0.000% | |
| 7/10/2026 | Clarus Wealth Advisors | 17,571 | $2.42M | 0.9% | -18.0% | 0.027% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 22,305 | $3.22M | 0.1% | +1.3% | 0.034% | |
| 7/9/2026 | Shira Ridge Wealth Management | 69,258 | $10.01M | 3.5% | -1.7% | 0.106% | |
| 7/8/2026 | Williams & Novak LLC | 1,590 | $230K | 0.2% | N/A | 0.002% | |
| 7/8/2026 | First Heartland Consultants Inc. | 2,950 | $426K | 0.0% | N/A | 0.005% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 9,440 | $1.36M | 0.0% | +20.7% | 0.014% | |
| 7/7/2026 | Arlington Trust Co LLC | 2,000 | $289K | 0.0% | -16.7% | 0.003% | |
| 7/7/2026 | CoreCap Advisors LLC | 4,269 | $617K | 0.0% | +13.5% | 0.007% | |
| 7/2/2026 | CX Institutional | 12,463 | $1.80M | 0.1% | +465.5% | 0.019% | |
| 6/9/2026 | Rathbones Group PLC | 100,850 | $10.08M | 0.0% | +1.1% | 0.155% | |
| 6/3/2026 | Parallel Advisors LLC | 290,773 | $29.07M | 0.5% | +1.6% | 0.447% | |
| 6/3/2026 | NewEdge Advisors LLC | 36,654 | $3.66M | 0.0% | -3.3% | 0.056% | |
| 5/22/2026 | Wellington Grp LLC | 399 | $40K | 0.0% | N/A | 0.001% | |
| 5/22/2026 | Verus Capital Partners LLC | 2,369 | $237K | 0.0% | -48.8% | 0.004% | |
| 5/20/2026 | J. Mark Nickell & Co. | 32,213 | $3.22M | 2.9% | +6.0% | 0.050% | |
| 5/19/2026 | Front Row Advisors LLC | 13,365 | $1.34M | 0.5% | -5.0% | 0.021% | |
| 5/19/2026 | Western Wealth Management LLC | 27,738 | $2.77M | 0.1% | +7.7% | 0.043% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 8,837 | $883K | 0.6% | +302.6% | 0.014% | |
| 5/19/2026 | Bank of America Corp DE | 2,210,237 | $220.96M | 0.0% | -8.1% | 3.398% | |
| 5/19/2026 | Centaurus Financial Inc. | 1,759 | $176K | 0.0% | +8.6% | 0.003% | |
| 5/19/2026 | Arkadios Wealth Advisors | 5,539 | $554K | 0.0% | +3.0% | 0.009% | |
| 5/18/2026 | Amundi | 232,619 | $23.26M | 0.0% | -10.6% | 0.358% | |
| 5/18/2026 | Royal Bank of Canada | 887,977 | $88.77M | 0.0% | -6.0% | 1.365% | |
| 5/16/2026 | KCM Investment Advisors LLC | 5,526 | $552K | 0.0% | +20.0% | 0.008% | |
| 5/16/2026 | Quantinno Capital Management LP | 17,640 | $1.76M | 0.0% | +53.3% | 0.027% | |
| 5/15/2026 | Intelligence Driven Advisers LLC | 3,527 | $353K | 0.1% | -2.5% | 0.005% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 2,120 | $212K | 0.0% | N/A | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 37,392 | $3.74M | 0.0% | +0.9% | 0.057% | |
| 5/14/2026 | FCA Corp TX | 41,875 | $4.19M | 1.2% | +1.1% | 0.064% | |
| 5/14/2026 | Lido Advisors LLC | 4,158 | $416K | 0.0% | -46.8% | 0.006% | |
| 5/13/2026 | Cetera Investment Advisers | 169,052 | $16.90M | 0.0% | +0.7% | 0.260% | |
| 5/12/2026 | Marin Bay Wealth Advisors LLC | 3,698 | $370K | 0.1% | N/A | 0.006% | |
| 5/12/2026 | Bellwether Advisors LLC | 64,450 | $6.44M | 1.1% | +0.4% | 0.099% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 11,221 | $1.12M | 0.0% | -4.1% | 0.017% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 2,396 | $240K | 0.1% | N/A | 0.004% | |
| 5/7/2026 | Hanover Advisors Inc. | 14,104 | $1.41M | 0.6% | +1.7% | 0.022% | |
| 5/7/2026 | Continuum Wealth Advisors LLC | 4,770 | $477K | 0.2% | -4.2% | 0.007% | |
| 5/7/2026 | Parallel Advisors LLC | 290,773 | $29.07M | 0.5% | +1.6% | 0.447% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 11,167 | $1.12M | 0.1% | -20.9% | 0.017% | |
| 5/6/2026 | Bessemer Group Inc. | 16,518 | $1.65M | 0.0% | +36.3% | 0.025% | |
| 5/6/2026 | Independent Financial Group LLC | 9,490 | $949K | 0.0% | N/A | 0.015% | |
| 5/5/2026 | BCGM Wealth Management LLC | 2,418 | $242K | 0.1% | -15.2% | 0.004% | |
| 5/5/2026 | Wealthfront Advisers LLC | 66,893 | $6.69M | 0.0% | -2.9% | 0.103% | |
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| 5/5/2026 | Geneos Wealth Management Inc. | 18,592 | $1.86M | 0.0% | +3.6% | 0.029% | |
| 5/5/2026 | NFSG Corp | 101,862 | $10.18M | 1.7% | +2.7% | 0.157% | |
| 5/5/2026 | Sanctuary Advisors LLC | 16,868 | $1.69M | 0.0% | +2.3% | 0.026% | |
| 5/5/2026 | Sigma Planning Corp | 9,221 | $922K | 0.0% | +6.7% | 0.014% | |
| 5/4/2026 | Summit Wealth Group LLC | 100,149 | $10.01M | 2.3% | +3.0% | 0.154% | |
| 5/4/2026 | Northland Securities Inc. | 32,246 | $3.22M | 3.1% | +4.0% | 0.050% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 1,794 | $179K | 0.0% | N/A | 0.003% | |
| 5/2/2026 | Global Assets Advisory LLC | 1,064 | $106K | 0.0% | N/A | 0.002% | |
| 5/2/2026 | International Assets Investment Management LLC | 2,136 | $217K | 0.0% | +6.7% | 0.003% | |
| 5/2/2026 | Carnegie Investment Counsel | 21,242 | $2.12M | 0.0% | -3.7% | 0.033% | |