| 10/5/2026 | Heartwood Wealth Advisors LLC | 5,000 | $266K | 0.0% | N/A | 0.012% | |
| 10/5/2026 | Rockland Trust Co. | 15,249 | $812K | 0.0% | -21.1% | 0.036% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 368,127 | $19.54M | 0.0% | -12.2% | 0.874% | |
| 9/9/2026 | Pinnacle Wealth Management Advisory Group LLC | 6,236 | $331K | 0.0% | +19.1% | 0.015% | |
| 9/9/2026 | RFG Advisory LLC | 48,086 | $2.55M | 0.0% | -1.1% | 0.119% | |
| 9/9/2026 | NewEdge Advisors LLC | 121,318 | $6.44M | 0.0% | +1.9% | 0.300% | |
| 9/9/2026 | IFP Advisors Inc | 7,637 | $405K | 0.0% | -2.7% | 0.019% | |
| 9/8/2026 | Hudock Inc. | 5,842 | $310K | 0.0% | N/A | 0.014% | |
| 8/27/2026 | Corient Private Wealth LP | 12,264 | $651K | 0.0% | -30.1% | 0.030% | |
| 8/26/2026 | Principia Wealth Advisory LLC | 2,123 | $113K | 0.0% | -45.9% | 0.005% | |
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| 8/23/2026 | Asset Allocation Strategies LLC | 38,422 | $2.04M | 0.3% | +13.2% | 0.095% | |
| 8/22/2026 | NBH Bank | 2,250 | $119K | 0.1% | N/A | 0.006% | |
| 8/19/2026 | Field & Main Bank | 1,350 | $99K | 0.0% | N/A | 0.003% | |
| 7/9/2026 | Centurion Wealth Management LLC | 24,348 | $1.29M | 0.3% | +1.2% | 0.061% | |
| 7/8/2026 | Gradient Investments LLC | 436,144 | $23.15M | 0.3% | +3.4% | 1.086% | |
| 7/8/2026 | Rockland Trust Co. | 19,330 | $1.03M | 0.0% | -7.3% | 0.048% | |
| 7/8/2026 | LifeGoal Investments LLC | 4,039 | $214K | 0.1% | N/A | 0.010% | |
| 7/8/2026 | Ryan Investment Management Inc. | 5,171 | $274K | 0.1% | N/A | 0.013% | |
| 7/7/2026 | Value Investment Professionals LLC | 5,532 | $294K | 0.3% | N/A | 0.014% | |
| 6/11/2026 | LFG Wealth Partners LLC | 22,673 | $1.22M | 0.7% | +2.8% | 0.057% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 3,731 | $200K | 0.2% | N/A | 0.009% | |
| 6/3/2026 | NewEdge Advisors LLC | 119,020 | $6.41M | 0.0% | +8.2% | 0.299% | |
| 5/19/2026 | Bank of America Corp DE | 983,367 | $52.97M | 0.0% | -8.1% | 2.472% | |
| 5/19/2026 | Arkadios Wealth Advisors | 4,063 | $219K | 0.0% | N/A | 0.010% | |
| 5/18/2026 | Sunbelt Securities Inc. | 7,581 | $408K | 0.0% | +35.8% | 0.019% | |
| 5/18/2026 | Royal Bank of Canada | 403,392 | $21.73M | 0.0% | +7.2% | 1.014% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 141,841 | $7.64M | 3.7% | N/A | 0.357% | |
| 5/14/2026 | Renaissance Technologies LLC | 7,200 | $388K | 0.0% | N/A | 0.018% | |
| 5/14/2026 | Sei Investments Co. | 184,166 | $9.92M | 0.0% | +6.7% | 0.463% | |
| 5/14/2026 | Lido Advisors LLC | 21,586 | $1.16M | 0.0% | -7.5% | 0.054% | |
| 5/13/2026 | Cetera Investment Advisers | 321,927 | $17.34M | 0.0% | +2.3% | 0.809% | |
| 5/8/2026 | Madison Asset Management LLC | 186,095 | $10.03M | 0.1% | -5.2% | 0.468% | |
| 5/6/2026 | Independent Financial Group LLC | 21,991 | $1.19M | 0.0% | N/A | 0.055% | |
| 5/5/2026 | Wealthfront Advisers LLC | 34,571 | $1.86M | 0.0% | +9.6% | 0.087% | |
| 5/5/2026 | D.A. Davidson & CO. | 36,366 | $1.96M | 0.0% | +1.8% | 0.091% | |
| 5/5/2026 | NFSG Corp | 2,784 | $150K | 0.0% | -9.0% | 0.007% | |
| 5/5/2026 | Ethos Financial Group LLC | 48,564 | $2.62M | 0.2% | -4.8% | 0.122% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 28,210 | $1.52M | 0.1% | -10.6% | 0.071% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 8,971 | $477K | 0.0% | +22.9% | 0.023% | |
| 5/2/2026 | International Assets Investment Management LLC | 16,250 | $869K | 0.0% | +14.8% | 0.041% | |
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| 5/1/2026 | Fifth Third Bancorp | 109,265 | $5.89M | 0.0% | N/A | 0.275% | |
| 5/1/2026 | Advisors Management Group Inc. ADV | 218,405 | $11.77M | 2.1% | -7.6% | 0.549% | |
| 4/30/2026 | Kestra Advisory Services LLC | 15,322 | $825K | 0.0% | +164.6% | 0.039% | |
| 4/30/2026 | Demars Financial Group LLC | 22,111 | $1.19M | 0.4% | +23.0% | 0.056% | |
| 4/28/2026 | Stephens Inc. AR | 124,435 | $6.70M | 0.1% | +0.5% | 0.313% | |
| 4/27/2026 | Canal Capital Management LLC | 12,106 | $652K | 0.1% | N/A | 0.030% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 1,900 | $102K | 0.0% | N/A | 0.005% | |
| 4/25/2026 | Stevens Capital Partners | 17,459 | $941K | 0.2% | N/A | 0.044% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 6,230 | $336K | 0.2% | +14.8% | 0.016% | |
| 4/23/2026 | Barry Investment Advisors LLC | 205,014 | $11.04M | 2.4% | +0.3% | 0.513% | |
| 4/23/2026 | Oregon Pacific Wealth Management LLC | 10,345 | $557K | 0.6% | N/A | 0.026% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 33,941 | $1.83M | 0.3% | +23.7% | 0.085% | |
| 4/23/2026 | Wiser Advisor Group LLC | 36,009 | $1.94M | 2.3% | +38.3% | 0.090% | |
| 4/22/2026 | Madison Park Capital Advisors LLC | 6,744 | $363K | 0.3% | -27.6% | 0.017% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 5,236 | $282K | 0.0% | N/A | 0.013% | |
| 4/21/2026 | Columbus Macro LLC | 172,567 | $9.30M | 1.0% | +4.2% | 0.430% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 6,041 | $325K | 0.0% | -68.5% | 0.015% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 5,971 | $322K | 0.0% | N/A | 0.015% | |
| 4/20/2026 | Friedenthal Financial | 10,704 | $577K | 0.3% | -5.0% | 0.027% | |
| 4/20/2026 | Blue Trust Inc. | 3,199 | $172K | 0.0% | -39.2% | 0.008% | |
| 4/20/2026 | RFG Advisory LLC | 48,627 | $2.62M | 0.0% | -4.5% | 0.121% | |
| 4/17/2026 | Krilogy Financial LLC | 35,135 | $1.86M | 0.1% | -1.9% | 0.088% | |
| 4/17/2026 | Worth Asset Management LLC | 4,946 | $266K | 0.1% | N/A | 0.012% | |
| 4/17/2026 | AdvisorNet Financial Inc | 17,509 | $943K | 0.0% | +2.3% | 0.044% | |
| 4/17/2026 | Clear Trail Advisors LLC | 92,373 | $4.98M | 0.8% | N/A | 0.230% | |
| 4/16/2026 | Strong Tower Advisory Services | 69,569 | $3.75M | 0.7% | +1.0% | 0.174% | |
| 4/16/2026 | Future Financial Wealth Managment LLC | 11,704 | $617K | 0.4% | -2.8% | 0.029% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 399,223 | $19.33M | 0.0% | +31.1% | 1.015% | |
| 3/9/2026 | Corient Private Wealth LLC | 13,176 | $638K | 0.0% | +13.6% | 0.034% | |
| 3/6/2026 | Redwood Family Wealth LLC | 5,500 | $266K | 0.3% | N/A | 0.014% | |
| 2/20/2026 | Sunbelt Securities Inc. | 5,581 | $270K | 0.0% | -32.2% | 0.014% | |
| 2/19/2026 | Corient Private Wealth LLC | 10,460 | $506K | 0.0% | -9.8% | 0.027% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 6,116 | $296K | 0.0% | -17.6% | 0.016% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 53,326 | $2.58M | 0.0% | +5.6% | 0.136% | |
| 2/18/2026 | EP Wealth Advisors LLC | 21,319 | $1.03M | 0.0% | N/A | 0.054% | |
| 2/18/2026 | NewEdge Advisors LLC | 110,010 | $5.33M | 0.0% | +9.5% | 0.280% | |
| 2/18/2026 | Quadrature Capital Ltd | 160,544 | $7.77M | 0.1% | +2,831.8% | 0.408% | |
| 2/18/2026 | IHT Wealth Management LLC | 40,574 | $1.96M | 0.0% | +628.0% | 0.103% | |
| 2/18/2026 | Gotham Asset Management LLC | 11,490 | $556K | 0.0% | +149.0% | 0.029% | |
| 2/17/2026 | Cetera Investment Advisers | 314,557 | $15.23M | 0.0% | +0.8% | 0.800% | |
| 2/17/2026 | Equitable Holdings Inc. | 20,451 | $990K | 0.0% | -23.1% | 0.052% | |
| 2/17/2026 | Twin Focus Capital Partners LLC | 12,384 | $600K | 0.1% | -7.5% | 0.031% | |
| 2/17/2026 | Osaic Holdings Inc. | 42,720 | $2.07M | 0.0% | -26.8% | 0.109% | |
| 2/17/2026 | Advisory Services Network LLC | 84,549 | $4.09M | 0.1% | +16.0% | 0.215% | |
| 2/17/2026 | Private Advisor Group LLC | 66,207 | $3.21M | 0.0% | +2.5% | 0.168% | |
| 2/17/2026 | &PARTNERS | 29,481 | $1.43M | 0.0% | +1.6% | 0.075% | |
| 2/17/2026 | Blair William & Co. IL | 29,687 | $1.44M | 0.0% | +5.6% | 0.076% | |
| 2/17/2026 | Royal Bank of Canada | 376,409 | $18.22M | 0.0% | +22.2% | 0.957% | |
| 2/17/2026 | LFG Wealth Partners LLC | 22,065 | $1.07M | 0.7% | N/A | 0.056% | |
| 2/16/2026 | Venture Visionary Partners LLC | 9,290 | $450K | 0.0% | -6.5% | 0.024% | |
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| 2/16/2026 | Mariner LLC | 27,945 | $1.35M | 0.0% | +78.6% | 0.071% | |
| 2/16/2026 | FF Advisors LLC | 5,883 | $285K | 0.1% | +40.5% | 0.015% | |
| 2/16/2026 | Focus Partners Wealth | 148,850 | $7.23M | 0.0% | +562.5% | 0.379% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 5,244 | $254K | 0.0% | N/A | 0.013% | |
| 2/13/2026 | Kestra Advisory Services LLC | 5,790 | $280K | 0.0% | +5.3% | 0.015% | |
| 2/13/2026 | Stifel Financial Corp | 103,920 | $5.03M | 0.0% | +6.8% | 0.264% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 4,397 | $213K | 0.0% | +367.3% | 0.011% | |
| 2/13/2026 | Morgan Stanley | 4,382,044 | $212.14M | 0.0% | -3.1% | 11.145% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 96,890 | $4.69M | 0.0% | N/A | 0.246% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,019,123 | $49.34M | 0.0% | -7.0% | 2.592% | |