| 10/9/2026 | Decker Wealth Management LLC | 294,977 | $20.60M | 4.3% | -20.5% | 0.605% | |
| 10/9/2026 | First Heartland Consultants Inc. | 4,029 | $281K | 0.0% | N/A | 0.008% | |
| 10/8/2026 | Farther Finance Advisors LLC | 116,375 | $8.13M | 0.1% | +2.9% | 0.239% | |
| 10/7/2026 | Investors Research Corp | 9,372 | $654K | 0.1% | -2.5% | 0.019% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 17,176 | $1.27M | 0.0% | +21.1% | 0.035% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 326,689 | $24.06M | 0.0% | +3.1% | 0.670% | |
| 9/10/2026 | Menlo Advisors LLC | 115,872 | $8.54M | 3.8% | +16.7% | 0.239% | |
| 9/9/2026 | NorthRock Partners LLC | 3,495 | $257K | 0.0% | N/A | 0.007% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 88,656 | $6.53M | 0.0% | +6.9% | 0.183% | |
| 9/9/2026 | NewEdge Advisors LLC | 92,724 | $6.83M | 0.0% | -0.4% | 0.191% | |
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| 9/9/2026 | Baird Financial Group Inc. | 187,687 | $13.83M | 0.0% | -1.8% | 0.387% | |
| 8/27/2026 | Corient Private Wealth LP | 34,670 | $2.55M | 0.0% | -41.5% | 0.072% | |
| 8/23/2026 | HB Wealth Management LLC | 14,926 | $1.10M | 0.0% | +28.6% | 0.031% | |
| 8/23/2026 | Asset Allocation Strategies LLC | 14,762 | $1.09M | 0.2% | +15.7% | 0.030% | |
| 8/22/2026 | Tenet Wealth Partners LLC | 25,841 | $1.93M | 1.4% | N/A | 0.053% | |
| 8/22/2026 | Legacy Wealth Managment LLC ID | 9,513 | $701K | 0.3% | N/A | 0.020% | |
| 8/22/2026 | NWF Advisory Services Inc. | 4,570 | $337K | 0.0% | -7.7% | 0.009% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 12,231 | $901K | 0.0% | +28.2% | 0.025% | |
| 8/21/2026 | Continuum Advisory LLC | 650 | $48K | 0.0% | N/A | 0.001% | |
| 8/21/2026 | Firestone Capital Management | 7,823 | $576K | 0.1% | +3.2% | 0.016% | |
| 8/21/2026 | Lionsbridge Wealth Management LLC | 4,711 | $347K | 0.3% | -5.0% | 0.010% | |
| 8/21/2026 | Midwest Professional Planners LTD. | 32,777 | $2.41M | 0.5% | +13.2% | 0.068% | |
| 8/21/2026 | Investors Research Corp | 9,612 | $708K | 0.1% | -58.5% | 0.020% | |
| 8/20/2026 | Orgel Wealth Management LLC | 13,889 | $1.02M | 0.0% | +32.3% | 0.029% | |
| 7/10/2026 | Investors Research Corp | 9,612 | $708K | 0.1% | -58.5% | 0.020% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 31,704 | $2.34M | 0.4% | +30.9% | 0.067% | |
| 7/10/2026 | KMG Fiduciary Partners LLC | 71,576 | $5.27M | 0.5% | +4.8% | 0.152% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 42,024 | $3.10M | 0.1% | +7.9% | 0.089% | |
| 7/9/2026 | Pettinga Financial Advisors LLC | 3,375 | $249K | 0.0% | -16.1% | 0.007% | |
| 7/9/2026 | Allied Private Wealth LLC | 1,732 | $131K | 0.1% | N/A | 0.004% | |
| 7/8/2026 | First Heartland Consultants Inc. | 3,961 | $292K | 0.0% | +9.2% | 0.008% | |
| 7/8/2026 | Teamwork Financial Advisors LLC | 45,538 | $3.35M | 0.3% | +3.0% | 0.094% | |
| 7/7/2026 | Fermata Advisors LLC | 19,521 | $1.44M | 0.3% | +7.2% | 0.041% | |
| 7/7/2026 | Arlington Trust Co LLC | 22,268 | $1.64M | 0.1% | -4.7% | 0.047% | |
| 6/18/2026 | Western Wealth Management LLC | 2,193 | $162K | 0.0% | N/A | 0.005% | |
| 6/3/2026 | Parallel Advisors LLC | 3,493 | $258K | 0.0% | -37.2% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 93,123 | $6.89M | 0.0% | +20.5% | 0.200% | |
| 5/19/2026 | Western Wealth Management LLC | 2,193 | $162K | 0.0% | N/A | 0.005% | |
| 5/19/2026 | Bank of America Corp DE | 2,334,358 | $172.60M | 0.0% | -6.5% | 5.016% | |
| 5/18/2026 | Royal Bank of Canada | 408,136 | $30.18M | 0.0% | -40.4% | 0.877% | |
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| 5/16/2026 | Quantinno Capital Management LP | 5,994 | $443K | 0.0% | -4.0% | 0.013% | |
| 5/15/2026 | Legacy PCG LLC | 5,968 | $441K | 2.4% | -71.6% | 0.013% | |
| 5/15/2026 | Ameraudi Asset Management Inc. | 22,487 | $1.66M | 0.9% | -16.5% | 0.048% | |
| 5/14/2026 | Renaissance Technologies LLC | 5,100 | $377K | 0.0% | +50.0% | 0.011% | |
| 5/14/2026 | Bollard Group LLC | 47,147 | $3.49M | 0.1% | +1.2% | 0.101% | |
| 5/14/2026 | Klingman & Associates LLC | 2,904 | $215K | 0.0% | N/A | 0.006% | |
| 5/14/2026 | Lido Advisors LLC | 11,116 | $822K | 0.0% | N/A | 0.024% | |
| 5/13/2026 | Cetera Investment Advisers | 189,050 | $13.98M | 0.0% | -7.8% | 0.406% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 513,075 | $37.94M | 0.0% | +11.3% | 1.102% | |
| 5/7/2026 | Parallel Advisors LLC | 3,493 | $258K | 0.0% | -37.2% | 0.008% | |
| 5/7/2026 | Decker Wealth Management LLC | 374,622 | $27.70M | 6.3% | N/A | 0.805% | |
| 5/6/2026 | Independent Financial Group LLC | 3,585 | $265K | 0.0% | N/A | 0.008% | |
| 5/5/2026 | Vectors Research Management LLC | 45,784 | $3.39M | 1.0% | -3.4% | 0.098% | |
| 5/5/2026 | Sharpepoint LLC | 32,066 | $2.37M | 1.4% | +2.5% | 0.069% | |
| 5/5/2026 | Midwest Professional Planners LTD. | 28,964 | $2.14M | 0.5% | +12.3% | 0.062% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 39,745 | $2.94M | 1.3% | +18.8% | 0.085% | |
| 5/5/2026 | Journey Advisory Group LLC | 31,400 | $2.32M | 0.2% | N/A | 0.067% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 20,981 | $1.55M | 0.0% | +16.2% | 0.045% | |
| 5/5/2026 | Sanctuary Advisors LLC | 6,260 | $463K | 0.0% | -81.1% | 0.013% | |
| 5/4/2026 | Bleakley Financial Group LLC | 38,531 | $2.85M | 0.0% | N/A | 0.083% | |
| 5/4/2026 | HBW Advisory Services LLC | 37,032 | $2.74M | 0.3% | -8.1% | 0.080% | |
| 5/4/2026 | NWF Advisory Services Inc. | 4,950 | $366K | 0.0% | N/A | 0.011% | |
| 5/4/2026 | Principal Financial Group Inc. | 611,025 | $45.18M | 0.0% | -8.3% | 1.313% | |
| 5/1/2026 | Fifth Third Bancorp | 57,185 | $4.23M | 0.0% | +9,845.2% | 0.123% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 9,914 | $740K | 0.0% | -18.4% | 0.021% | |
| 4/30/2026 | Kestra Advisory Services LLC | 36,040 | $2.67M | 0.0% | +36.9% | 0.077% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 22,934 | $1.70M | 0.0% | -37.5% | 0.049% | |
| 4/29/2026 | Warner Group LLC | 73,598 | $5.44M | 3.6% | -9.7% | 0.157% | |
| 4/29/2026 | Saxon Interests Inc. | 8,370 | $619K | 0.2% | -17.2% | 0.018% | |
| 4/28/2026 | Stephens Inc. AR | 10,632 | $786K | 0.0% | +4.8% | 0.024% | |
| 4/28/2026 | Seascape Capital Management | 89,921 | $6.65M | 1.9% | -0.2% | 0.201% | |
| 4/28/2026 | LVZ Inc. | 11,775 | $871K | 0.1% | +3.6% | 0.026% | |
| 4/28/2026 | Meramec Financial Planners LLC | 3,415 | $240K | 0.1% | -15.3% | 0.008% | |
| 4/27/2026 | HB Wealth Management LLC | 11,603 | $858K | 0.0% | +251.0% | 0.026% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 394 | $29K | 0.0% | N/A | 0.001% | |
| 4/27/2026 | Private Advisor Group LLC | 38,219 | $2.83M | 0.0% | +178.7% | 0.085% | |
| 4/24/2026 | School Employees Retirement Board of Ohio | 330,585 | $24.44M | 10.0% | N/A | 0.738% | |
| 4/24/2026 | Essex LLC | 52,725 | $3.90M | 0.7% | -1.7% | 0.118% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 5,285 | $391K | 0.3% | +3.7% | 0.012% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 12,763 | $944K | 0.2% | +10.0% | 0.028% | |
| 4/23/2026 | Apollon Wealth Management LLC | 132,856 | $9.82M | 0.2% | +6.5% | 0.297% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 9,946 | $735K | 0.1% | +22.1% | 0.022% | |
| 4/22/2026 | DDFG Inc | 136,569 | $10.10M | 2.2% | N/A | 0.305% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 31,797 | $2.35M | 0.0% | +110.4% | 0.071% | |
| 4/22/2026 | Rooted Wealth Advisors Inc. | 71,282 | $5.01M | 1.3% | +113.8% | 0.159% | |
| 4/22/2026 | Venturi Wealth Management LLC | 32,192 | $2.38M | 0.1% | -1.1% | 0.072% | |
| 4/21/2026 | Foster & Motley Inc. | 9,711 | $718K | 0.0% | -3.1% | 0.022% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 10,318 | $763K | 0.1% | +12.1% | 0.023% | |
| 4/21/2026 | Fiduciary Alliance LLC | 120,491 | $8.52M | 0.5% | +12.6% | 0.269% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 3,119 | $231K | 0.0% | N/A | 0.007% | |
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| 4/20/2026 | Oak Family Advisors LLC | 28,160 | $2.08M | 0.6% | -0.7% | 0.063% | |
| 4/18/2026 | Nottingham Advisors Inc. | 88,333 | $6.53M | 0.8% | +51.6% | 0.197% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 10,066 | $744K | 0.1% | -2.2% | 0.022% | |
| 4/17/2026 | Clear Trail Advisors LLC | 39,791 | $2.94M | 0.5% | +1,021.8% | 0.089% | |
| 4/17/2026 | Ocean Park Asset Management LLC | 52,001 | $3.85M | 0.2% | N/A | 0.116% | |
| 4/17/2026 | Brookstone Capital Management | 2,834 | $210K | 0.0% | -17.6% | 0.006% | |
| 4/16/2026 | Aurora Private Wealth Inc. | 11,312 | $836K | 0.6% | -35.7% | 0.025% | |
| 3/20/2026 | Purpose Unlimited Inc. | 450 | $27K | 0.0% | N/A | 0.001% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 31,992 | $1.94M | 0.0% | +166.2% | 0.073% | |
| 3/13/2026 | World Investment Advisors | 5,198 | $315K | 0.0% | N/A | 0.012% | |