| 6/16/2026 | Empowered Funds LLC | 5,179 | $242K | 0.0% | N/A | 0.015% | |
| 5/19/2026 | Bank of America Corp DE | 903,982 | $42.25M | 0.0% | -2.2% | 2.598% | |
| 5/19/2026 | Arkadios Wealth Advisors | 278,865 | $13.03M | 0.2% | +9.2% | 0.801% | |
| 5/18/2026 | Royal Bank of Canada | 337,816 | $15.79M | 0.0% | +3.1% | 0.971% | |
| 5/18/2026 | Empowered Funds LLC | 5,179 | $242K | 0.0% | N/A | 0.015% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 16,308 | $762K | 0.0% | +124.3% | 0.047% | |
| 5/14/2026 | Sei Investments Co. | 25,545 | $1.19M | 0.0% | -13.5% | 0.073% | |
| 5/14/2026 | Lido Advisors LLC | 20,168 | $943K | 0.0% | +48.9% | 0.058% | |
| 5/13/2026 | Cetera Investment Advisers | 78,027 | $3.65M | 0.0% | -54.5% | 0.224% | |
| 5/13/2026 | NewEdge Wealth LLC | 75,435 | $3.53M | 0.0% | -1.1% | 0.217% | |
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| 5/8/2026 | Cutler Investment Counsel LLC | 205,947 | $9.63M | 1.0% | -5.9% | 0.592% | |
| 5/7/2026 | Commonwealth Financial Services LLC | 60,473 | $2.83M | 0.4% | -9.7% | 0.174% | |
| 5/7/2026 | Lowe Brockenbrough & Co. Inc. | 5,397 | $252K | 0.0% | -23.6% | 0.016% | |
| 5/6/2026 | Advisortrust Partners LLC | 2,510 | $117K | 0.0% | N/A | 0.007% | |
| 5/5/2026 | IMC Chicago LLC | 9,758 | $456K | 0.0% | N/A | 0.028% | |
| 5/5/2026 | Sanctuary Advisors LLC | 118,904 | $5.56M | 0.0% | +24.4% | 0.342% | |
| 5/5/2026 | Sigma Planning Corp | 19,448 | $909K | 0.0% | -5.1% | 0.056% | |
| 5/4/2026 | Del Sette Capital Management LLC | 33,230 | $1.55M | 0.9% | N/A | 0.095% | |
| 5/2/2026 | International Assets Investment Management LLC | 1,125 | $54K | 0.0% | +79.7% | 0.003% | |
| 5/2/2026 | Diversify Wealth Management LLC | 12,927 | $604K | 0.0% | N/A | 0.037% | |
| 5/1/2026 | Fifth Third Bancorp | 8,792 | $411K | 0.0% | N/A | 0.025% | |
| 5/1/2026 | American Trust | 23,902 | $1.12M | 0.1% | +2.4% | 0.069% | |
| 4/30/2026 | Beacon Financial Group | 27,984 | $1.31M | 0.1% | +2.0% | 0.081% | |
| 4/30/2026 | Ibex Wealth Advisors | 12,810 | $599K | 0.1% | N/A | 0.037% | |
| 4/30/2026 | Kestra Advisory Services LLC | 99,141 | $4.63M | 0.0% | +8.5% | 0.286% | |
| 4/30/2026 | Money Concepts Capital Corp | 13,606 | $636K | 0.0% | -6.8% | 0.039% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 32,831 | $1.54M | 0.1% | +11.3% | 0.095% | |
| 4/28/2026 | Nvest Financial LLC | 30,185 | $1.41M | 0.5% | -3.7% | 0.087% | |
| 4/28/2026 | Ascentis Independent Advisors | 2,313 | $108K | 0.0% | N/A | 0.007% | |
| 4/28/2026 | Stephens Inc. AR | 15,980 | $747K | 0.0% | +4.4% | 0.046% | |
| 4/28/2026 | Berger Financial Group Inc | 30,200 | $1.41M | 0.1% | -4.0% | 0.087% | |
| 4/27/2026 | HB Wealth Management LLC | 8,178 | $382K | 0.0% | -2.5% | 0.024% | |
| 4/27/2026 | Baer Investment Advisory LLC | 42,102 | $1.97M | 0.2% | N/A | 0.122% | |
| 4/27/2026 | Private Advisor Group LLC | 209,714 | $9.80M | 0.0% | +195.9% | 0.606% | |
| 4/27/2026 | Sound Income Strategies LLC | 2,255 | $108K | 0.0% | -8.0% | 0.007% | |
| 4/24/2026 | Essex Financial Services Inc. | 28,558 | $1.34M | 0.1% | -1.0% | 0.082% | |
| 4/24/2026 | Financial Life Planners | 938 | $44K | 0.0% | N/A | 0.003% | |
| 4/23/2026 | Capital Investment Counsel LLC | 16,571 | $775K | 0.1% | +2.9% | 0.048% | |
| 4/23/2026 | Detalus Advisors LLC | 19,763 | $924K | 0.2% | -4.5% | 0.057% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 257,306 | $12.03M | 0.0% | -1.3% | 0.743% | |
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| 4/17/2026 | Trinity Wealth Management LLC | 143,060 | $6.69M | 2.5% | N/A | 0.425% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 23,002 | $1.07M | 0.0% | -4.1% | 0.069% | |
| 3/9/2026 | Corient Private Wealth LLC | 86,103 | $4.04M | 0.0% | +46.3% | 0.258% | |
| 2/19/2026 | Corient Private Wealth LLC | 74,893 | $3.51M | 0.0% | +27.2% | 0.224% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 40,726 | $1.90M | 0.0% | +17.2% | 0.122% | |
| 2/18/2026 | NewEdge Advisors LLC | 43,060 | $2.01M | 0.0% | -16.3% | 0.129% | |
| 2/18/2026 | American Trust | 23,337 | $1.09M | 0.1% | -3.8% | 0.070% | |
| 2/17/2026 | AQR Capital Management LLC | 7,330 | $342K | 0.0% | N/A | 0.022% | |
| 2/17/2026 | Cetera Investment Advisers | 171,348 | $8.00M | 0.0% | -0.2% | 0.514% | |
| 2/17/2026 | Equitable Holdings Inc. | 17,435 | $814K | 0.0% | +6.3% | 0.052% | |
| 2/17/2026 | Osaic Holdings Inc. | 387,032 | $18.07M | 0.0% | -17.5% | 1.160% | |
| 2/17/2026 | Private Advisor Group LLC | 70,880 | $3.31M | 0.0% | -71.1% | 0.212% | |
| 2/17/2026 | Captrust Financial Advisors | 143,509 | $6.70M | 0.0% | -2.7% | 0.430% | |
| 2/17/2026 | &PARTNERS | 14,379 | $671K | 0.0% | -6.0% | 0.043% | |
| 2/17/2026 | Blair William & Co. IL | 15,264 | $712K | 0.0% | +39.6% | 0.046% | |
| 2/17/2026 | Royal Bank of Canada | 327,554 | $15.29M | 0.0% | -5.6% | 0.982% | |
| 2/17/2026 | Rothschild Wealth LLC | 22,437 | $1.05M | 0.1% | N/A | 0.067% | |
| 2/16/2026 | MML Investors Services LLC | 27,523 | $1.29M | 0.0% | +10.1% | 0.083% | |
| 2/16/2026 | Mariner LLC | 46,627 | $2.18M | 0.0% | +87.8% | 0.140% | |
| 2/16/2026 | Focus Partners Wealth | 89,727 | $4.19M | 0.0% | +1.9% | 0.269% | |
| 2/16/2026 | Arax Advisory Partners | 828 | $39K | 0.0% | N/A | 0.002% | |
| 2/13/2026 | Kestra Advisory Services LLC | 91,404 | $4.27M | 0.0% | +65.1% | 0.274% | |
| 2/13/2026 | Stifel Financial Corp | 30,346 | $1.42M | 0.0% | -11.2% | 0.091% | |
| 2/13/2026 | Morgan Stanley | 1,401,577 | $65.42M | 0.0% | -6.6% | 4.201% | |
| 2/13/2026 | Arkadios Wealth Advisors | 255,476 | $11.92M | 0.2% | +6.0% | 0.766% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 5,082 | $237K | 0.0% | -24.6% | 0.015% | |
| 2/13/2026 | Haverford Trust Co | 5,695 | $266K | 0.0% | N/A | 0.017% | |
| 2/13/2026 | New England Private Wealth Advisors LLC | 586,670 | $27.38M | 3.3% | -0.5% | 1.759% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,027,272 | $47.95M | 0.0% | -10.8% | 3.079% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 276,093 | $12.89M | 0.0% | -23.6% | 0.828% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 10,598 | $495K | 0.0% | -3.8% | 0.032% | |
| 2/12/2026 | Bradley Foster & Sargent Inc. CT | 6,621 | $309K | 0.0% | -4.1% | 0.020% | |
| 2/12/2026 | Bank of Montreal Can | 3,587 | $167K | 0.0% | -66.9% | 0.011% | |
| 2/12/2026 | Cutler Investment Counsel LLC | 218,806 | $10.21M | 1.1% | -5.6% | 0.656% | |
| 2/12/2026 | Principal Securities Inc. | 12,438 | $581K | 0.0% | +4.9% | 0.037% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 260,788 | $12.17M | 0.0% | -0.5% | 0.782% | |
| 2/11/2026 | LPL Financial LLC | 1,018,852 | $47.56M | 0.0% | -10.8% | 3.054% | |
| 2/11/2026 | JPMorgan Chase & Co. | 326,936 | $15.26M | 0.0% | +13.4% | 0.980% | |
| 2/11/2026 | Lowe Brockenbrough & Co. Inc. | 7,062 | $330K | 0.0% | +4.8% | 0.021% | |
| 2/11/2026 | First Command Advisory Services Inc. | 1,158 | $54K | 0.0% | N/A | 0.003% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 44,227 | $2.07M | 0.0% | -4.6% | 0.133% | |
| 2/10/2026 | Lido Advisors LLC | 13,546 | $646K | 0.0% | +1.8% | 0.041% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 14,175 | $662K | 0.0% | N/A | 0.042% | |
| 2/10/2026 | Nvest Financial LLC | 31,355 | $1.46M | 0.6% | +29.9% | 0.094% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 127,361 | $5.95M | 0.0% | +346.6% | 0.382% | |
| 2/10/2026 | Charter Research & Investment Group Inc. | 9,089 | $424K | 0.3% | +10.1% | 0.027% | |
| 2/10/2026 | Rothschild Wealth LLC | 22,437 | $1.05M | 0.1% | N/A | 0.067% | |
| 2/10/2026 | Hazlett Burt & Watson Inc. | 5,216 | $243K | 0.1% | -4.1% | 0.016% | |
| 2/10/2026 | Essex Financial Services Inc. | 28,832 | $1.35M | 0.1% | -0.8% | 0.086% | |
| 2/10/2026 | BNP Paribas Financial Markets | 175,950 | $8.21M | 0.0% | +0.6% | 0.527% | |
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| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 9,607 | $448K | 0.0% | +2.6% | 0.029% | |
| 2/10/2026 | CFS Investment Advisory Services LLC | 29,499 | $1.38M | 0.1% | +2.4% | 0.088% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 18,232 | $851K | 0.0% | -8.3% | 0.055% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 8,787 | $410K | 0.0% | -23.8% | 0.026% | |
| 2/9/2026 | Coldstream Capital Management Inc. | 164,057 | $7.66M | 0.1% | -5.1% | 0.492% | |
| 2/9/2026 | New England Private Wealth Advisors LLC | 586,670 | $27.38M | 1.6% | -0.5% | 1.759% | |
| 2/6/2026 | Commonwealth Financial Services LLC | 66,955 | $3.13M | 0.5% | +2.3% | 0.201% | |
| 2/6/2026 | Shakespeare Wealth Management LLC | 65,702 | $3.07M | 0.7% | -2.4% | 0.197% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 11,182 | $522K | 0.0% | N/A | 0.034% | |
| 2/6/2026 | Wolff Financial Management LLC | 104,549 | $4.88M | 1.1% | -3.7% | 0.313% | |