| 10/13/2026 | Fragasso Financial Advisors Inc | 88,837 | $6.50M | 0.3% | -1.3% | 0.109% | |
| 10/9/2026 | GAMMA Investing LLC | 966 | $69K | 0.0% | N/A | 0.001% | |
| 10/8/2026 | Farther Finance Advisors LLC | 62,542 | $4.47M | 0.0% | +2.3% | 0.076% | |
| 10/8/2026 | CoreCap Advisors LLC | 37,982 | $2.72M | 0.1% | +13.8% | 0.046% | |
| 10/8/2026 | Dickmeyer Boyce Financial Management Inc. | 23,519 | $1.68M | 0.8% | +8.2% | 0.029% | |
| 10/7/2026 | Weaver Consulting Group | 6,294 | $450K | 0.1% | +2.3% | 0.008% | |
| 10/1/2026 | Coastline Trust Co | 5,496 | $393K | 0.0% | -10.0% | 0.007% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 6,345 | $476K | 0.0% | +6.4% | 0.008% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 435,756 | $32.66M | 0.0% | -12.3% | 0.533% | |
| 9/18/2026 | Security National Bank of Sioux City Iowa IA | 463 | $35K | 0.0% | N/A | 0.001% | |
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| 9/9/2026 | The Manufacturers Life Insurance Company | 4,073,547 | $305.35M | 0.2% | +47.4% | 5.092% | |
| 9/9/2026 | MCF Advisors LLC | 234,236 | $17.56M | 0.6% | +12,763.0% | 0.293% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 210,222 | $15.76M | 0.1% | +8.2% | 0.263% | |
| 9/9/2026 | NewEdge Advisors LLC | 28,262 | $2.12M | 0.0% | -4.6% | 0.035% | |
| 9/9/2026 | IFP Advisors Inc | 3,708 | $278K | 0.0% | +13.2% | 0.005% | |
| 9/9/2026 | Baird Financial Group Inc. | 294,316 | $22.06M | 0.0% | -1.1% | 0.368% | |
| 9/8/2026 | Waverly Advisors LLC | 4,207 | $315K | 0.0% | N/A | 0.005% | |
| 8/27/2026 | Corient Private Wealth LP | 130,069 | $9.75M | 0.0% | +839.8% | 0.163% | |
| 8/26/2026 | HORAN Wealth LLC | 10,308 | $773K | 0.1% | -5.9% | 0.013% | |
| 8/23/2026 | HB Wealth Management LLC | 9,596 | $719K | 0.0% | -3.8% | 0.012% | |
| 8/22/2026 | Tenet Wealth Partners LLC | 8,211 | $610K | 0.5% | N/A | 0.010% | |
| 8/22/2026 | DORVAL Corp | 50,610 | $3.79M | 1.1% | +6.4% | 0.063% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 47,101 | $3.53M | 0.0% | +1.3% | 0.059% | |
| 8/21/2026 | Paragon Private Wealth Management LLC | 26,724 | $2.00M | 0.5% | -7.6% | 0.033% | |
| 8/20/2026 | JNBA Financial Advisors | 27,928 | $2.09M | 0.1% | -1.6% | 0.035% | |
| 7/10/2026 | Nvest Wealth Strategies Inc. | 423,460 | $31.74M | 19.8% | +1.6% | 0.535% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 20,236 | $1.52M | 0.2% | +2.2% | 0.026% | |
| 7/10/2026 | FFG Retirement Advisors LLC | 42,824 | $3.21M | 1.7% | N/A | 0.054% | |
| 7/9/2026 | Financial Management Professionals Inc. | 808,540 | $60.61M | 5.7% | -9.4% | 1.022% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 344,277 | $25.81M | 0.7% | +7.9% | 0.443% | |
| 7/7/2026 | Avior Wealth Management LLC | 2,891 | $217K | 0.0% | N/A | 0.004% | |
| 7/7/2026 | CoreCap Advisors LLC | 33,387 | $2.50M | 0.1% | +3.0% | 0.043% | |
| 6/15/2026 | J. R. Prunier Capital Management LLC | 179,959 | $12.08M | 5.1% | +0.8% | 0.239% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 151,555 | $10.17M | 0.5% | -3.5% | 0.201% | |
| 6/3/2026 | NewEdge Advisors LLC | 29,620 | $1.99M | 0.0% | -24.7% | 0.039% | |
| 5/28/2026 | Cozad Asset Management Inc. | 7,007 | $470K | 0.0% | -12.4% | 0.009% | |
| 5/19/2026 | Bank of America Corp DE | 1,265,480 | $84.94M | 0.0% | +6.3% | 1.679% | |
| 5/19/2026 | Graney & King LLC | 211,453 | $14.19M | 7.7% | +96.6% | 0.281% | |
| 5/19/2026 | Arkadios Wealth Advisors | 59,913 | $4.02M | 0.1% | +16.3% | 0.079% | |
| 5/18/2026 | Royal Bank of Canada | 1,311,410 | $88.02M | 0.0% | -7.0% | 1.740% | |
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| 5/18/2026 | Empowered Funds LLC | 29,269 | $1.97M | 0.0% | +1.3% | 0.039% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 2,764,278 | $185.54M | 0.2% | -5.4% | 3.667% | |
| 5/15/2026 | FreeGulliver LLC | 16,859 | $1.13M | 0.5% | -7.4% | 0.022% | |
| 5/14/2026 | Renaissance Technologies LLC | 4,000 | $268K | 0.0% | N/A | 0.005% | |
| 5/14/2026 | Dickmeyer Boyce Financial Management Inc. | 16,665 | $1.12M | 0.7% | N/A | 0.022% | |
| 5/13/2026 | Cetera Investment Advisers | 1,084,810 | $72.81M | 0.1% | -0.5% | 1.439% | |
| 5/13/2026 | Signature Equity Partners LLC | 26,895 | $1.81M | 1.0% | +2.7% | 0.036% | |
| 5/7/2026 | Symphony Financial Services Inc. | 4,475 | $300K | 0.2% | -4.3% | 0.006% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 8,443 | $567K | 0.2% | -2.4% | 0.011% | |
| 5/6/2026 | Assetmark Inc. | 6,034 | $405K | 0.0% | +9.3% | 0.008% | |
| 5/6/2026 | Gaddis Premier Wealth Advisors LLC | 23,538 | $1.58M | 1.2% | -1.9% | 0.031% | |
| 5/5/2026 | D.A. Davidson & CO. | 27,903 | $1.87M | 0.0% | -2.1% | 0.037% | |
| 5/5/2026 | SouthState Bank Corp | 565 | $38K | 0.0% | N/A | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 155,344 | $10.43M | 0.1% | +6.6% | 0.206% | |
| 5/5/2026 | Flynn Zito Capital Management LLC | 46,766 | $3.14M | 1.0% | -13.8% | 0.062% | |
| 5/2/2026 | International Assets Investment Management LLC | 25,323 | $1.71M | 0.0% | -7.9% | 0.034% | |
| 5/2/2026 | Diversify Wealth Management LLC | 10,558 | $745K | 0.0% | N/A | 0.014% | |
| 5/2/2026 | Valmark Advisers Inc. | 24,738 | $1.66M | 0.0% | -18.8% | 0.033% | |
| 5/2/2026 | Pittenger & Anderson Inc. | 507 | $34K | 0.0% | N/A | 0.001% | |
| 5/1/2026 | Fifth Third Bancorp | 26,511 | $1.78M | 0.0% | +1,638.4% | 0.035% | |
| 5/1/2026 | 46 Peaks LLC | 145,555 | $9.77M | 7.1% | +2.7% | 0.193% | |
| 5/1/2026 | Granite Bay Wealth Management LLC | 676,992 | $45.41M | 9.7% | +3.5% | 0.898% | |
| 5/1/2026 | Simplicity Wealth LLC | 87,127 | $5.85M | 0.3% | +31.2% | 0.116% | |
| 4/30/2026 | Kestra Advisory Services LLC | 163,533 | $10.98M | 0.0% | +21.7% | 0.218% | |
| 4/30/2026 | WPG Advisers LLC | 41,904 | $2.81M | 2.1% | -7.2% | 0.056% | |
| 4/30/2026 | IAG Wealth Partners LLC | 44,233 | $2.97M | 0.3% | -0.8% | 0.059% | |
| 4/28/2026 | Ascentis Independent Advisors | 839 | $56K | 0.0% | N/A | 0.001% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 4,115 | $276K | 0.2% | +311.5% | 0.006% | |
| 4/27/2026 | HB Wealth Management LLC | 9,977 | $670K | 0.0% | -3.8% | 0.014% | |
| 4/27/2026 | World Investment Advisors | 9,689 | $650K | 0.0% | +4.3% | 0.013% | |
| 4/27/2026 | Private Advisor Group LLC | 818,029 | $54.91M | 0.3% | +1.6% | 1.115% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 233,406 | $15.67M | 0.4% | +459.4% | 0.318% | |
| 4/25/2026 | KPP Advisory Services LLC | 266,845 | $17.91M | 2.6% | -4.3% | 0.364% | |
| 4/24/2026 | Root Financial Partners LLC | 1,739 | $117K | 0.0% | -10.0% | 0.002% | |
| 4/23/2026 | Flagstar Advisors Inc. | 35,906 | $2.41M | 0.9% | -2.3% | 0.049% | |
| 4/23/2026 | Intrua Financial LLC | 3,030 | $203K | 0.0% | N/A | 0.004% | |
| 4/23/2026 | Wetzel Investment Advisors Inc. | 58,378 | $3.92M | 1.6% | +22.9% | 0.080% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 143,298 | $9.62M | 0.5% | +84.5% | 0.196% | |
| 4/22/2026 | Caldwell Trust Co | 585 | $39K | 0.0% | -25.0% | 0.001% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 44,320 | $2.98M | 0.3% | -1.0% | 0.060% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 27,656 | $1.86M | 0.3% | -20.5% | 0.038% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 93,471 | $6.27M | 0.1% | -0.5% | 0.128% | |
| 4/20/2026 | Hixon Zuercher LLC | 147,589 | $9.91M | 3.1% | +1.9% | 0.202% | |
| 4/17/2026 | Baker Ellis Asset Management LLC | 190,546 | $12.79M | 1.5% | +0.4% | 0.262% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 56,346 | $3.78M | 0.4% | +1.3% | 0.077% | |
| 4/16/2026 | Diversified Trust Co | 5,350 | $359K | 0.0% | -27.2% | 0.007% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 2,990 | $201K | 0.0% | N/A | 0.004% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 375,081 | $24.56M | 0.0% | +248.9% | 0.528% | |
| 3/10/2026 | Advisortrust Partners LLC | 6,017 | $394K | 0.2% | N/A | 0.008% | |
| 3/9/2026 | Corient Private Wealth LLC | 6,580 | $431K | 0.0% | N/A | 0.009% | |
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| 2/27/2026 | Financially in Tune LLC | 4,198 | $275K | 0.3% | N/A | 0.006% | |
| 2/26/2026 | 46 Peaks LLC | 141,733 | $9.28M | 6.8% | N/A | 0.200% | |
| 2/25/2026 | MidFirst Bank | 1,111 | $73K | 0.0% | N/A | 0.002% | |
| 2/23/2026 | Monetary Solutions Ltd | 630 | $41K | 0.0% | N/A | 0.001% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 2,374 | $155K | 0.2% | N/A | 0.003% | |
| 2/19/2026 | Corient Private Wealth LLC | 6,580 | $431K | 0.0% | N/A | 0.009% | |
| 2/18/2026 | Strive Financial Group LLC | 550 | $36K | 0.0% | N/A | 0.001% | |
| 2/18/2026 | Ameriflex Group Inc. | 593 | $39K | 0.0% | -50.0% | 0.001% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 24,415 | $1.60M | 0.0% | +47.4% | 0.034% | |
| 2/18/2026 | Raymond James Financial Inc. | 2,853,524 | $186.85M | 0.1% | +2.2% | 4.019% | |