| 10/2/2026 | CX Institutional | 5,597 | $207K | 0.0% | +17.6% | 0.024% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 8,746 | $290K | 0.0% | N/A | 0.035% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 29,815 | $990K | 0.0% | -12.8% | 0.121% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 10,176 | $338K | 0.0% | -11.9% | 0.046% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,961 | $65K | 0.0% | N/A | 0.009% | |
| 9/9/2026 | NewEdge Advisors LLC | 3,831 | $127K | 0.0% | -32.0% | 0.017% | |
| 9/9/2026 | IFP Advisors Inc | 2,602 | $86K | 0.0% | +42.3% | 0.012% | |
| 9/8/2026 | Allworth Financial LP | 15,297 | $508K | 0.0% | -43.2% | 0.069% | |
| 8/27/2026 | Corient Private Wealth LP | 25,831 | $857K | 0.0% | -5.3% | 0.117% | |
| 8/22/2026 | Compass Financial Management LLC | 873 | $29K | 0.0% | N/A | 0.004% | |
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| 8/21/2026 | Continuum Advisory LLC | 763 | $25K | 0.0% | N/A | 0.003% | |
| 7/12/2026 | Walker Asset Management LLC | 45,577 | $1.51M | 0.8% | +4.9% | 0.213% | |
| 7/9/2026 | Focus Financial Network Inc. | 126,116 | $4.19M | 0.1% | +1.7% | 0.591% | |
| 7/9/2026 | Allied Private Wealth LLC | 1,952 | $66K | 0.0% | N/A | 0.009% | |
| 7/8/2026 | First Heartland Consultants Inc. | 18,979 | $630K | 0.0% | -3.0% | 0.089% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 12,126 | $402K | 0.1% | -3.9% | 0.057% | |
| 7/2/2026 | CX Institutional | 4,760 | $158K | 0.0% | -84.2% | 0.023% | |
| 6/3/2026 | NewEdge Advisors LLC | 5,631 | $170K | 0.0% | +20.3% | 0.025% | |
| 5/19/2026 | Western Wealth Management LLC | 3,140 | $95K | 0.0% | N/A | 0.014% | |
| 5/19/2026 | Bank of America Corp DE | 430,101 | $12.99M | 0.0% | +1.2% | 1.889% | |
| 5/19/2026 | Arkadios Wealth Advisors | 10,264 | $310K | 0.0% | N/A | 0.045% | |
| 5/18/2026 | Royal Bank of Canada | 350,011 | $10.57M | 0.0% | +4.9% | 1.537% | |
| 5/16/2026 | Quantinno Capital Management LP | 24,860 | $751K | 0.0% | -30.3% | 0.109% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 11,310 | $341K | 0.0% | N/A | 0.050% | |
| 5/14/2026 | FCA Corp TX | 147,683 | $4.46M | 1.3% | +3.4% | 0.649% | |
| 5/14/2026 | Lido Advisors LLC | 31,457 | $950K | 0.0% | +8.1% | 0.138% | |
| 5/13/2026 | Cetera Investment Advisers | 153,515 | $4.64M | 0.0% | +27.0% | 0.674% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 8,780 | $265K | 0.0% | -28.9% | 0.039% | |
| 5/5/2026 | Sanctuary Advisors LLC | 19,689 | $594K | 0.0% | -27.7% | 0.086% | |
| 5/5/2026 | Cornerstone Advisory LLC | 69,174 | $2.09M | 0.2% | -3.2% | 0.304% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 11,547 | $349K | 0.0% | +7.6% | 0.050% | |
| 5/1/2026 | Walled Lake Planning & Wealth Management LLC | 440,394 | $13.30M | 3.9% | +3.0% | 1.923% | |
| 4/30/2026 | Kestra Advisory Services LLC | 15,880 | $479K | 0.0% | +19.9% | 0.069% | |
| 4/28/2026 | Red Mountain Financial LLC | 28,058 | $847K | 0.8% | -4.5% | 0.123% | |
| 4/28/2026 | Berger Financial Group Inc | 60,460 | $1.83M | 0.1% | -4.2% | 0.262% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 1,100 | $33K | 0.0% | N/A | 0.005% | |
| 4/28/2026 | Peak Financial Management Inc. | 56,571 | $1.71M | 0.4% | -2.6% | 0.245% | |
| 4/27/2026 | Private Advisor Group LLC | 9,187 | $277K | 0.0% | -66.3% | 0.040% | |
| 4/27/2026 | Optas LLC | 60,308 | $1.82M | 0.3% | +99.6% | 0.261% | |
| 4/24/2026 | Walker Asset Management LLC | 43,444 | $1.31M | 0.7% | +0.9% | 0.188% | |
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| 4/22/2026 | Janney Montgomery Scott LLC | 16,117 | $487K | 0.0% | +4.1% | 0.070% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 70,846 | $2.14M | 1.0% | +4.5% | 0.306% | |
| 4/20/2026 | Friedenthal Financial | 122,714 | $3.71M | 1.9% | +3.1% | 0.530% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 14,432 | $460K | 0.0% | +17.0% | 0.061% | |
| 3/9/2026 | Corient Private Wealth LLC | 25,387 | $809K | 0.0% | -2.7% | 0.108% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 6,995 | $223K | 0.2% | N/A | 0.030% | |
| 3/5/2026 | Bayban | 4,000 | $127K | 0.1% | N/A | 0.017% | |
| 2/19/2026 | Corient Private Wealth LLC | 25,387 | $809K | 0.0% | -2.7% | 0.108% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 35,577 | $1.13M | 0.0% | -42.4% | 0.151% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 60,608 | $1.93M | 0.1% | +2.6% | 0.258% | |
| 2/18/2026 | NewEdge Advisors LLC | 4,682 | $149K | 0.0% | -11.4% | 0.020% | |
| 2/18/2026 | IHT Wealth Management LLC | 11,716 | $373K | 0.0% | -9.7% | 0.050% | |
| 2/17/2026 | Cetera Investment Advisers | 120,860 | $3.85M | 0.0% | +2.8% | 0.514% | |
| 2/17/2026 | Kovack Advisors Inc. | 17,033 | $543K | 0.0% | +7.4% | 0.072% | |
| 2/17/2026 | Osaic Holdings Inc. | 203,831 | $6.49M | 0.0% | +31.7% | 0.866% | |
| 2/17/2026 | Royal Bank of Canada | 333,526 | $10.62M | 0.0% | -8.2% | 1.417% | |
| 2/17/2026 | Silver Grove Financial Group Inc. | 4,080 | $130K | 0.1% | N/A | 0.017% | |
| 2/16/2026 | Perryman Financial Advisory Inc. AD | 17,284 | $550K | 0.1% | N/A | 0.073% | |
| 2/16/2026 | Mariner LLC | 20,743 | $661K | 0.0% | -3.6% | 0.088% | |
| 2/16/2026 | Focus Partners Wealth | 214,014 | $6.82M | 0.0% | N/A | 0.910% | |
| 2/16/2026 | LM Advisors LLC | 966 | $30K | 0.0% | -96.9% | 0.004% | |
| 2/16/2026 | Arax Advisory Partners | 1,277 | $41K | 0.0% | N/A | 0.005% | |
| 2/13/2026 | Parkside Financial Bank & Trust | 4,438 | $141K | 0.0% | -10.0% | 0.019% | |
| 2/13/2026 | Stifel Financial Corp | 11,651 | $371K | 0.0% | -9.2% | 0.050% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 60,429 | $1.93M | 0.1% | -1.0% | 0.257% | |
| 2/13/2026 | First National Bank of Omaha | 7,500 | $241K | 0.0% | N/A | 0.032% | |
| 2/13/2026 | Wells Fargo & Company MN | 170,321 | $5.43M | 0.0% | -5.2% | 0.724% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 238,263 | $7.59M | 0.0% | -10.2% | 1.013% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 86,767 | $2.76M | 0.0% | -31.4% | 0.369% | |
| 2/12/2026 | Pettinga Financial Advisors LLC | 17,635 | $562K | 0.1% | -49.8% | 0.075% | |
| 2/12/2026 | Sykon Capital LLC | 43,483 | $1.39M | 0.4% | -37.0% | 0.185% | |
| 2/12/2026 | Walled Lake Planning & Wealth Management LLC | 427,644 | $13.62M | 4.3% | +3.4% | 1.817% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 900 | $29K | 0.0% | -43.8% | 0.004% | |
| 2/12/2026 | Bank of Montreal Can | 175,782 | $5.60M | 0.0% | +0.7% | 0.747% | |
| 2/12/2026 | Principal Securities Inc. | 16,191 | $516K | 0.0% | +9.4% | 0.069% | |
| 2/12/2026 | Kovack Advisors Inc. | 17,033 | $547K | 0.0% | +7.4% | 0.072% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 15,482 | $493K | 0.0% | -38.3% | 0.066% | |
| 2/11/2026 | FCA Corp TX | 142,871 | $4.55M | 1.3% | -1.7% | 0.607% | |
| 2/11/2026 | Cerity Partners LLC | 10,769 | $343K | 0.0% | -4.6% | 0.046% | |
| 2/11/2026 | LPL Financial LLC | 399,805 | $12.73M | 0.0% | -4.2% | 1.699% | |
| 2/11/2026 | JPMorgan Chase & Co. | 324,775 | $10.34M | 0.0% | -1.2% | 1.380% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 9,083 | $289K | 0.0% | -82.2% | 0.039% | |
| 2/10/2026 | Hazlett Burt & Watson Inc. | 1,000 | $32K | 0.0% | N/A | 0.004% | |
| 2/10/2026 | Acorn Wealth Advisors LLC | 16,448 | $524K | 0.2% | -47.1% | 0.070% | |
| 2/9/2026 | Harbour Investments Inc. | 2,729 | $87K | 0.0% | -11.3% | 0.012% | |
| 2/6/2026 | Global Retirement Partners LLC | 5,050 | $161K | 0.0% | +1,204.9% | 0.021% | |
| 2/6/2026 | IFP Advisors Inc | 3,968 | $126K | 0.0% | +22.1% | 0.017% | |
| 2/6/2026 | HighTower Advisors LLC | 2,199,175 | $70.04M | 0.1% | -3.0% | 9.346% | |
| 2/5/2026 | Hills Bank & Trust Co | 41,314 | $1.32M | 0.1% | N/A | 0.176% | |
| 2/5/2026 | Wakefield Asset Management LLLP | 20,814 | $663K | 0.2% | N/A | 0.088% | |
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| 2/5/2026 | Allworth Financial LP | 30,539 | $973K | 0.0% | +33.4% | 0.130% | |
| 2/5/2026 | Pacific Sun Financial Corp | 6,395 | $204K | 0.1% | N/A | 0.027% | |
| 2/3/2026 | International Assets Investment Management LLC | 816 | $26K | 0.0% | N/A | 0.003% | |
| 2/2/2026 | Advisors Preferred LLC | 1,365 | $44K | 0.0% | N/A | 0.006% | |
| 2/2/2026 | Montag A & Associates Inc. | 2,433 | $77K | 0.0% | +46.4% | 0.010% | |
| 2/2/2026 | Ellis Investment Partners LLC | 12,669 | $404K | 0.1% | N/A | 0.054% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 30,860 | $983K | 0.0% | -1.9% | 0.131% | |
| 1/29/2026 | Sanctuary Advisors LLC | 27,247 | $868K | 0.0% | N/A | 0.115% | |
| 1/29/2026 | TBH Global Asset Management LLC | 4,559 | $145K | 0.0% | N/A | 0.019% | |
| 1/29/2026 | Segment Wealth Management LLC | 10,650 | $339K | 0.0% | N/A | 0.045% | |