| 7/2/2026 | Collective Family Office LLC | 777,208 | $14.53M | 3.0% | +11.5% | 0.676% | |
| 6/18/2026 | Western Wealth Management LLC | 24,082 | $443K | 0.0% | -2.9% | 0.021% | |
| 6/3/2026 | NewEdge Advisors LLC | 75,195 | $1.38M | 0.0% | -12.0% | 0.066% | |
| 6/2/2026 | Blue Edge Capital LLC | 201,465 | $3.71M | 0.5% | +4.0% | 0.178% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 23,391 | $430K | 0.0% | -4.9% | 0.021% | |
| 5/19/2026 | Western Wealth Management LLC | 24,082 | $443K | 0.0% | -2.9% | 0.021% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 20,201 | $384K | 0.2% | N/A | 0.018% | |
| 5/19/2026 | Bank of America Corp DE | 5,305,892 | $97.63M | 0.0% | -11.7% | 4.683% | |
| 5/19/2026 | Centaurus Financial Inc. | 28,892 | $532K | 0.0% | -3.3% | 0.026% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 12,820 | $236K | 0.0% | N/A | 0.011% | |
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| 5/18/2026 | Sunbelt Securities Inc. | 11,550 | $213K | 0.0% | -6.7% | 0.010% | |
| 5/18/2026 | Royal Bank of Canada | 575,448 | $10.59M | 0.0% | -20.4% | 0.508% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 18,712 | $344K | 0.0% | N/A | 0.017% | |
| 5/15/2026 | Waverly Advisors LLC | 113,136 | $2.08M | 0.0% | +18.4% | 0.100% | |
| 5/14/2026 | Sei Investments Co. | 1,116,743 | $20.55M | 0.0% | +12.4% | 0.986% | |
| 5/14/2026 | Lido Advisors LLC | 1,642,883 | $30.23M | 0.1% | +7.7% | 1.450% | |
| 5/13/2026 | Cetera Investment Advisers | 1,254,426 | $23.08M | 0.0% | +17.1% | 1.107% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 34,875 | $642K | 0.0% | +4.2% | 0.031% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 12,557 | $231K | 0.0% | +21.7% | 0.011% | |
| 5/7/2026 | Nelson Capital Management LLC | 22,219 | $409K | 0.0% | -21.9% | 0.020% | |
| 5/6/2026 | Aire Advisors LLC | 348,970 | $6.42M | 1.2% | +4.8% | 0.308% | |
| 5/6/2026 | Assetmark Inc. | 862,293 | $15.87M | 0.0% | +1.2% | 0.761% | |
| 5/6/2026 | Bessemer Group Inc. | 1,001,871 | $18.43M | 0.0% | N/A | 0.884% | |
| 5/6/2026 | Independent Financial Group LLC | 14,175 | $261K | 0.0% | N/A | 0.013% | |
| 5/5/2026 | Wealthfront Advisers LLC | 17,269 | $318K | 0.0% | -15.9% | 0.015% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 32,294 | $594K | 0.3% | -83.2% | 0.029% | |
| 5/5/2026 | Nwam LLC | 59,371 | $1.09M | 0.1% | +7.4% | 0.052% | |
| 5/4/2026 | AMG National Trust Bank | 25,688 | $473K | 0.0% | +46.1% | 0.023% | |
| 5/4/2026 | Objective Capital Management LLC | 67,130 | $1.24M | 1.2% | +40.6% | 0.059% | |
| 5/2/2026 | Carnegie Investment Counsel | 497,028 | $9.15M | 0.2% | +25.9% | 0.439% | |
| 5/1/2026 | Fifth Third Bancorp | 30,554 | $562K | 0.0% | N/A | 0.027% | |
| 5/1/2026 | Advisors Management Group Inc. ADV | 12,231 | $225K | 0.0% | -14.4% | 0.011% | |
| 4/30/2026 | Hegarty Advisors LLC | 100,740 | $1.85M | 1.5% | +1.8% | 0.089% | |
| 4/30/2026 | Beacon Financial Group | 37,811 | $696K | 0.1% | +87.6% | 0.033% | |
| 4/30/2026 | Kestra Advisory Services LLC | 358,305 | $6.59M | 0.0% | -5.0% | 0.317% | |
| 4/30/2026 | First Interstate Bank | 204,730 | $3.77M | 0.2% | +14.6% | 0.181% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 125,979 | $2.32M | 0.3% | +2.8% | 0.112% | |
| 4/29/2026 | Duncker Streett & Co. Inc. | 52,959 | $974K | 0.2% | -1.5% | 0.047% | |
| 4/29/2026 | Avory & Company LLC | 11,014 | $203K | 0.3% | N/A | 0.010% | |
| 4/29/2026 | Unison Advisors LLC | 69,644 | $1.28M | 0.1% | +3.3% | 0.062% | |
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| 4/28/2026 | Appleton Partners Inc. MA | 42,309 | $778K | 0.1% | -23.8% | 0.037% | |
| 4/28/2026 | Whittier Trust Co. | 13,513 | $250K | 0.0% | -22.5% | 0.012% | |
| 4/28/2026 | WBH Advisory Inc. | 33,915 | $624K | 0.0% | +16.9% | 0.030% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 45,562 | $838K | 0.1% | +4.4% | 0.040% | |
| 4/27/2026 | Plimoth Trust Co. LLC | 69,538 | $1.28M | 0.3% | +1.8% | 0.062% | |
| 4/27/2026 | World Investment Advisors | 23,024 | $424K | 0.0% | -7.3% | 0.020% | |
| 4/27/2026 | Private Advisor Group LLC | 130,441 | $2.40M | 0.0% | -9.4% | 0.115% | |
| 4/27/2026 | Sound Income Strategies LLC | 230,743 | $4.24M | 0.2% | -4.9% | 0.204% | |
| 4/25/2026 | Smithbridge Asset Management Inc. DE | 31,700 | $583K | 0.1% | N/A | 0.028% | |
| 4/24/2026 | Root Financial Partners LLC | 2,370 | $44K | 0.0% | N/A | 0.002% | |
| 4/24/2026 | Prospect Financial Services LLC | 22,255 | $409K | 0.2% | -27.9% | 0.020% | |
| 4/24/2026 | American Institute for Advanced Investment Management LLP | 37,448 | $689K | 0.4% | +2.4% | 0.033% | |
| 4/23/2026 | Traub Capital Management LLC | 87,135 | $1.60M | 1.6% | -19.2% | 0.077% | |
| 4/23/2026 | Apollon Financial LLC | 41,975 | $772K | 0.1% | -10.6% | 0.037% | |
| 4/22/2026 | MeadowBrook Investment Advisors LLC | 6,455 | $119K | 0.1% | -16.1% | 0.006% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 109,350 | $2.01M | 0.0% | +65.3% | 0.097% | |
| 4/21/2026 | Columbus Macro LLC | 919,406 | $16.92M | 1.8% | +22.3% | 0.815% | |
| 4/21/2026 | Independent Wealth Network Inc. | 10,551 | $194K | 0.1% | N/A | 0.009% | |
| 4/21/2026 | Grey Ledge Advisors LLC | 58,360 | $1.07M | 0.2% | -21.5% | 0.052% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 10,585 | $195K | 0.0% | N/A | 0.009% | |
| 4/20/2026 | Breakwater Capital Group | 10,794 | $199K | 0.0% | N/A | 0.010% | |
| 4/20/2026 | Apella Capital LLC | 283,436 | $5.37M | 0.1% | -3.8% | 0.251% | |
| 4/18/2026 | CENTRAL TRUST Co | 42,935 | $790K | 0.0% | +23.3% | 0.038% | |
| 4/17/2026 | Webster Bank N. A. | 29,870 | $550K | 0.1% | +3,294.3% | 0.026% | |
| 4/16/2026 | Prairiewood Capital LLC | 402,800 | $7.41M | 2.1% | +4.2% | 0.357% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 61,069 | $1.16M | 0.0% | +37.8% | 0.052% | |
| 3/13/2026 | World Investment Advisors | 24,849 | $470K | 0.0% | N/A | 0.021% | |
| 3/9/2026 | Corient Private Wealth LLC | 27,537 | $522K | 0.0% | -2.4% | 0.024% | |
| 3/4/2026 | AG Campbell Advisory LLC | 2,655 | $50K | 0.0% | N/A | 0.002% | |
| 3/4/2026 | SHP Wealth Management | 4,959 | $94K | 0.0% | N/A | 0.004% | |
| 3/3/2026 | WMS Group LLC | 10,000 | $189K | 0.2% | N/A | 0.009% | |
| 2/20/2026 | Sunbelt Securities Inc. | 12,386 | $234K | 0.0% | -17.6% | 0.011% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 2,118 | $40K | 0.0% | N/A | 0.002% | |
| 2/19/2026 | Corient Private Wealth LLC | 27,537 | $522K | 0.0% | -2.4% | 0.024% | |
| 2/18/2026 | Note Advisors LLC | 145,184 | $2.84M | 1.3% | +6.8% | 0.124% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 1,401,424 | $26.50M | 0.0% | -10.6% | 1.202% | |
| 2/18/2026 | First Citizens Bank & Trust Co. | 33,470 | $633K | 0.0% | +27.9% | 0.029% | |
| 2/18/2026 | NewEdge Advisors LLC | 85,403 | $1.62M | 0.0% | -42.7% | 0.073% | |
| 2/18/2026 | Quadrature Capital Ltd | 51,906 | $982K | 0.0% | +321.8% | 0.045% | |
| 2/18/2026 | IHT Wealth Management LLC | 23,143 | $438K | 0.0% | +13.7% | 0.020% | |
| 2/18/2026 | Gotham Asset Management LLC | 24,836 | $470K | 0.0% | +8.0% | 0.021% | |
| 2/17/2026 | Cetera Investment Advisers | 1,071,447 | $20.26M | 0.0% | +81.4% | 0.919% | |
| 2/17/2026 | Equitable Holdings Inc. | 77,117 | $1.46M | 0.0% | -20.9% | 0.066% | |
| 2/17/2026 | Osaic Holdings Inc. | 129,033 | $2.44M | 0.0% | -38.7% | 0.111% | |
| 2/17/2026 | Advisory Services Network LLC | 161,811 | $3.06M | 0.0% | +762.8% | 0.139% | |
| 2/17/2026 | Private Advisor Group LLC | 143,920 | $2.72M | 0.0% | +20.4% | 0.123% | |
| 2/17/2026 | Captrust Financial Advisors | 14,417 | $273K | 0.0% | +4.2% | 0.012% | |
| 2/17/2026 | &PARTNERS | 136,375 | $2.58M | 0.0% | -15.4% | 0.117% | |
| 2/17/2026 | Royal Bank of Canada | 722,819 | $13.67M | 0.0% | +13.9% | 0.620% | |
| 2/17/2026 | Abound Financial LLC | 2,712 | $51K | 0.0% | N/A | 0.002% | |
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| 2/16/2026 | WealthTrust Axiom LLC | 327,067 | $6.19M | 1.6% | +23.0% | 0.280% | |
| 2/16/2026 | MML Investors Services LLC | 470,691 | $8.90M | 0.0% | +7.0% | 0.404% | |
| 2/16/2026 | Mariner LLC | 61,838 | $1.17M | 0.0% | -42.1% | 0.053% | |
| 2/16/2026 | FF Advisors LLC | 120,569 | $2.28M | 1.0% | +31.6% | 0.103% | |
| 2/16/2026 | 10Elms LLP | 23,010 | $435K | 0.4% | N/A | 0.020% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 7,453 | $141K | 0.0% | N/A | 0.006% | |
| 2/13/2026 | CreativeOne Wealth LLC | 75,016 | $1.42M | 0.0% | +9.9% | 0.064% | |
| 2/13/2026 | Kestra Advisory Services LLC | 377,162 | $7.13M | 0.0% | +6.1% | 0.323% | |
| 2/13/2026 | Inspire Advisors LLC | 14,857 | $281K | 0.0% | -23.4% | 0.013% | |
| 2/13/2026 | Segall Bryant & Hamill LLC | 24,599 | $465K | 0.0% | -4.8% | 0.021% | |