| 6/18/2026 | Western Wealth Management LLC | 6,222 | $119K | 0.0% | N/A | 0.006% | |
| 6/4/2026 | Midwest Financial Network LLC | 20,269 | $389K | 0.3% | +39.2% | 0.021% | |
| 6/3/2026 | Parallel Advisors LLC | 58,132 | $1.12M | 0.0% | N/A | 0.059% | |
| 6/3/2026 | NewEdge Advisors LLC | 174,104 | $3.34M | 0.0% | +1.3% | 0.178% | |
| 5/19/2026 | Western Wealth Management LLC | 6,222 | $119K | 0.0% | N/A | 0.006% | |
| 5/19/2026 | McIlrath & Eck LLC | 240,061 | $4.61M | 0.3% | N/A | 0.245% | |
| 5/19/2026 | Sonoma Allocations LLC | 200,784 | $3.85M | 1.3% | -14.7% | 0.205% | |
| 5/19/2026 | NewEdge Advisors LLC | 152,725 | $2.93M | 0.1% | -11.2% | 0.156% | |
| 5/19/2026 | Bank of America Corp DE | 987,334 | $18.95M | 0.0% | +334.8% | 1.009% | |
| 5/18/2026 | Royal Bank of Canada | 52,854 | $1.02M | 0.0% | +30.9% | 0.054% | |
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| 5/14/2026 | Modern Wealth Management LLC | 12,131 | $232K | 0.0% | -41.0% | 0.012% | |
| 5/13/2026 | Cetera Investment Advisers | 166,047 | $3.19M | 0.0% | +9.0% | 0.170% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 297,784 | $5.71M | 0.1% | -5.3% | 0.304% | |
| 5/7/2026 | Parallel Advisors LLC | 58,132 | $1.12M | 0.0% | N/A | 0.059% | |
| 5/6/2026 | Assetmark Inc. | 328,181 | $6.30M | 0.0% | -1.1% | 0.335% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,829 | $35K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 40,422 | $776K | 0.0% | +59.8% | 0.041% | |
| 5/5/2026 | Sigma Planning Corp | 19,733 | $379K | 0.0% | +4.5% | 0.020% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 182,867 | $3.51M | 1.0% | +3.1% | 0.187% | |
| 5/1/2026 | Fifth Third Bancorp | 25,812 | $495K | 0.0% | N/A | 0.026% | |
| 5/1/2026 | Sovran Advisors LLC | 196,875 | $3.81M | 0.3% | -1.8% | 0.201% | |
| 5/1/2026 | Simplicity Wealth LLC | 54,399 | $1.04M | 0.1% | +22.9% | 0.056% | |
| 4/30/2026 | Kestra Advisory Services LLC | 53,754 | $1.03M | 0.0% | +18.7% | 0.055% | |
| 4/30/2026 | PCB Capital LLC | 13,751 | $264K | 0.4% | +7.4% | 0.014% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 36,491 | $700K | 0.0% | +4.7% | 0.037% | |
| 4/29/2026 | Addison Capital Co | 43,565 | $836K | 0.1% | N/A | 0.044% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 121,399 | $2.33M | 0.8% | +4.5% | 0.124% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 2,750 | $53K | 0.0% | N/A | 0.003% | |
| 4/23/2026 | Financial & Tax Architects LLC | 82,275 | $1.58M | 0.4% | +47.9% | 0.085% | |
| 4/23/2026 | Intrua Financial LLC | 117,131 | $2.25M | 0.2% | -3.1% | 0.121% | |
| 4/23/2026 | Continuum Advisory LLC | 306,945 | $5.89M | 0.6% | +6.9% | 0.316% | |
| 4/22/2026 | Aspire Private Capital LLC | 321,985 | $6.18M | 1.4% | +2.4% | 0.332% | |
| 4/21/2026 | Maridea Wealth Management LLC | 14,488 | $278K | 0.0% | -65.1% | 0.015% | |
| 4/20/2026 | Breakwater Capital Group | 44,962 | $863K | 0.1% | +24.7% | 0.046% | |
| 4/20/2026 | RFG Advisory LLC | 23,138 | $444K | 0.0% | +4.9% | 0.024% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 16,445 | $316K | 0.1% | +7.8% | 0.017% | |
| 4/18/2026 | PMG Wealth Management Inc. | 10,426 | $199K | 0.1% | -16.3% | 0.011% | |
| 4/17/2026 | Capital Wealth Management LLC | 60,724 | $1.17M | 0.3% | +6.1% | 0.063% | |
| 4/17/2026 | Brookstone Capital Management | 47,538 | $912K | 0.0% | -13.5% | 0.049% | |
| 4/16/2026 | True Vision MN LLC | 12,212 | $234K | 0.1% | +19.9% | 0.013% | |
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| 3/17/2026 | Rockefeller Capital Management L.P. | 132,175 | $2.52M | 0.0% | +625.2% | 0.138% | |
| 2/23/2026 | Sonoma Allocations LLC | 235,287 | $4.51M | 1.5% | -38.0% | 0.246% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 34,846 | $665K | 0.0% | +3.3% | 0.036% | |
| 2/18/2026 | NewEdge Advisors LLC | 171,921 | $3.28M | 0.0% | +5.0% | 0.179% | |
| 2/18/2026 | OLD Mission Capital LLC | 21,573 | $412K | 0.0% | N/A | 0.023% | |
| 2/17/2026 | Cetera Investment Advisers | 152,343 | $2.91M | 0.0% | +4.7% | 0.159% | |
| 2/17/2026 | Equitable Holdings Inc. | 60,800 | $1.16M | 0.0% | -11.1% | 0.063% | |
| 2/17/2026 | Osaic Holdings Inc. | 31,694 | $605K | 0.0% | -66.0% | 0.033% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 49,325 | $941K | 0.0% | N/A | 0.051% | |
| 2/17/2026 | Running Point Capital Advisors LLC | 9,415 | $180K | 0.0% | -11.9% | 0.010% | |
| 2/17/2026 | Royal Bank of Canada | 40,373 | $770K | 0.0% | +26.6% | 0.042% | |
| 2/17/2026 | Hyundai Investments Co. Ltd. | 16,384 | $313K | 0.3% | N/A | 0.017% | |
| 2/16/2026 | MML Investors Services LLC | 25,531 | $487K | 0.0% | +75.5% | 0.027% | |
| 2/13/2026 | Kestra Advisory Services LLC | 45,282 | $864K | 0.0% | -2.7% | 0.047% | |
| 2/13/2026 | CreativeOne Wealth LLC | 51,122 | $975K | 0.0% | +23.8% | 0.053% | |
| 2/13/2026 | The Manufacturers Life Insurance Company | 87,000 | $1.66M | 0.0% | -11.2% | 0.091% | |
| 2/13/2026 | Stifel Financial Corp | 157,064 | $3.00M | 0.0% | +50.2% | 0.164% | |
| 2/13/2026 | Novus Advisors LLC | 32,353 | $617K | 1.4% | +5.5% | 0.034% | |
| 2/13/2026 | State Street Corp | 55,696,115 | $1.06B | 0.0% | +4.2% | 58.138% | |
| 2/13/2026 | Landmark Wealth Management Inc. | 73,775 | $1.41M | 0.5% | +31.7% | 0.077% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 288,271 | $5.50M | 0.0% | N/A | 0.301% | |
| 2/13/2026 | Wells Fargo & Company MN | 5,291 | $101K | 0.0% | -43.9% | 0.006% | |
| 2/12/2026 | Jane Street Group LLC | 58,714 | $1.12M | 0.0% | N/A | 0.061% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 27,423 | $523K | 0.0% | +9.5% | 0.029% | |
| 2/12/2026 | Hibernia Wealth Partners LLC | 177,310 | $3.38M | 1.0% | +105.2% | 0.185% | |
| 2/11/2026 | LPL Financial LLC | 2,569,385 | $49.02M | 0.0% | +2.9% | 2.682% | |
| 2/11/2026 | Continuum Advisory LLC | 287,237 | $5.48M | 0.5% | +7.6% | 0.300% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 865,524 | $16.51M | 0.0% | +16.1% | 0.903% | |
| 2/10/2026 | Redwood Financial Network Corp | 30,904 | $590K | 0.4% | -3.7% | 0.032% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 120,907 | $2.31M | 0.0% | +77.9% | 0.126% | |
| 2/9/2026 | Valtinson Bruner Financial Planning LLC | 15,793 | $301K | 0.1% | N/A | 0.016% | |
| 2/9/2026 | Harbour Investments Inc. | 31,875 | $608K | 0.0% | +10.9% | 0.033% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 69,692 | $1.33M | 0.0% | +106.6% | 0.073% | |
| 2/6/2026 | Global Retirement Partners LLC | 23,880 | $456K | 0.0% | +11.5% | 0.025% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 31,445 | $600K | 0.0% | +7.5% | 0.033% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 5,846 | $112K | 0.0% | +34.2% | 0.006% | |
| 2/6/2026 | HighTower Advisors LLC | 115,914 | $2.21M | 0.0% | +28.3% | 0.121% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 683,430 | $13.04M | 0.0% | +3.4% | 0.713% | |
| 2/5/2026 | Intrua Financial LLC | 120,891 | $2.31M | 0.2% | -1.8% | 0.126% | |
| 2/5/2026 | Security National Bank | 633,464 | $12.09M | 1.7% | +3.5% | 0.661% | |
| 2/4/2026 | Brio Consultants LLC | 946,670 | $18.06M | 2.3% | +6.5% | 0.991% | |
| 2/2/2026 | Truist Financial Corp | 55,781 | $1.06M | 0.0% | +1.1% | 0.058% | |
| 2/2/2026 | Mutual Advisors LLC | 136,638 | $2.61M | 0.1% | -3.6% | 0.143% | |
| 2/2/2026 | Capital Wealth Management LLC | 57,232 | $1.09M | 0.4% | +26.6% | 0.060% | |
| 1/30/2026 | Sigma Planning Corp | 18,886 | $360K | 0.0% | +10.0% | 0.020% | |
| 1/30/2026 | RCW Management LLC | 13,798 | $263K | 0.3% | N/A | 0.014% | |
| 1/30/2026 | Simplicity Wealth LLC | 44,260 | $844K | 0.1% | +8.6% | 0.046% | |
| 1/29/2026 | Comerica Bank | 21,096 | $403K | 0.0% | -3.2% | 0.022% | |
| 1/29/2026 | UBS Group AG | 150,075 | $2.86M | 0.0% | -6.2% | 0.157% | |
| 1/29/2026 | ST Germain D J Co. Inc. | 1,464,107 | $27.94M | 1.1% | +13.1% | 1.535% | |
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| 1/29/2026 | Sanctuary Advisors LLC | 25,290 | $483K | 0.0% | +52.5% | 0.027% | |
| 1/29/2026 | Blodgett Wealth Advisors LLC | 14,144 | $270K | 0.2% | -11.7% | 0.015% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 61,969 | $1.18M | 0.0% | N/A | 0.065% | |
| 1/26/2026 | Merit Financial Group LLC | 19,305 | $368K | 0.0% | -56.4% | 0.020% | |
| 1/26/2026 | PFG Investments LLC | 13,035 | $249K | 0.0% | N/A | 0.014% | |
| 1/26/2026 | Valmark Advisers Inc. | 12,082 | $231K | 0.0% | -40.5% | 0.013% | |
| 1/23/2026 | Farther Finance Advisors LLC | 37,125 | $708K | 0.0% | -17.4% | 0.039% | |
| 1/23/2026 | Optima Capital LLC | 7,712 | $147K | 0.1% | -88.6% | 0.008% | |
| 1/23/2026 | Assetmark Inc. | 331,994 | $6.33M | 0.0% | -1.3% | 0.349% | |
| 1/23/2026 | PMG Wealth Management Inc. | 12,461 | $238K | 0.2% | -5.8% | 0.013% | |