| 7/10/2026 | ALM First Financial Advisors LLC | 983,500 | $44.66M | 7.1% | +150.1% | 6.736% | |
| 7/9/2026 | Focus Financial Network Inc. | 26,080 | $1.18M | 0.0% | +16.5% | 0.179% | |
| 7/7/2026 | Fermata Advisors LLC | 72,989 | $3.31M | 0.7% | -1.4% | 0.500% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 39,122 | $1.78M | 0.1% | +1.0% | 0.268% | |
| 6/3/2026 | CoreFirst Bank & Trust | 22,560 | $934K | 0.5% | -1.0% | 0.155% | |
| 6/3/2026 | NewEdge Advisors LLC | 1,102,216 | $45.64M | 0.2% | -3.1% | 7.549% | |
| 5/19/2026 | Western Wealth Management LLC | 39,198 | $1.62M | 0.1% | N/A | 0.268% | |
| 5/19/2026 | Bank of America Corp DE | 661,576 | $27.40M | 0.0% | +25.6% | 4.531% | |
| 5/19/2026 | Centaurus Financial Inc. | 14,616 | $605K | 0.0% | +21.3% | 0.100% | |
| 5/18/2026 | Sunbelt Securities Inc. | 48,365 | $2.00M | 0.1% | +0.7% | 0.331% | |
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| 5/18/2026 | Royal Bank of Canada | 70,306 | $2.91M | 0.0% | -1.5% | 0.482% | |
| 5/18/2026 | Empowered Funds LLC | 324,512 | $13.44M | 0.1% | +2.2% | 2.223% | |
| 5/16/2026 | Quantinno Capital Management LP | 6,379 | $264K | 0.0% | N/A | 0.044% | |
| 5/14/2026 | Compound Planning Inc. | 24,752 | $1.03M | 0.0% | +123.3% | 0.170% | |
| 5/13/2026 | Cetera Investment Advisers | 438,090 | $18.14M | 0.0% | +0.7% | 3.001% | |
| 5/6/2026 | Kesler Norman & Wride LLC | 54,729 | $2.27M | 0.4% | +0.9% | 0.375% | |
| 5/6/2026 | Independent Financial Group LLC | 11,961 | $495K | 0.0% | N/A | 0.082% | |
| 5/1/2026 | Fifth Third Bancorp | 1,788 | $74K | 0.0% | N/A | 0.012% | |
| 4/30/2026 | Kestra Advisory Services LLC | 7,571 | $314K | 0.0% | +27.3% | 0.052% | |
| 4/27/2026 | Private Advisor Group LLC | 11,940 | $494K | 0.0% | +18.1% | 0.082% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 16,536 | $685K | 0.1% | -38.2% | 0.113% | |
| 4/23/2026 | Formidable Asset Management LLC | 22,758 | $872K | 0.1% | +7.1% | 0.156% | |
| 4/22/2026 | Welch Financial Planning LLC | 161,387 | $6.68M | 4.8% | +3.5% | 1.105% | |
| 4/21/2026 | Foster & Motley Inc. | 1,054,409 | $43.66M | 2.3% | -2.2% | 7.222% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 9,474 | $392K | 0.0% | N/A | 0.065% | |
| 4/20/2026 | One Plus One Wealth Management LLC | 135,360 | $5.61M | 2.4% | +8.3% | 0.927% | |
| 4/16/2026 | Warren Street Wealth Advisors LLC | 178,367 | $7.39M | 1.9% | -5.6% | 1.222% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 102,089 | $4.23M | 0.2% | +5.5% | 0.699% | |
| 3/4/2026 | SHP Wealth Management | 980 | $38K | 0.0% | N/A | 0.007% | |
| 2/20/2026 | Sunbelt Securities Inc. | 48,044 | $1.84M | 0.1% | -3.9% | 0.329% | |
| 2/19/2026 | Compound Planning Inc. | 11,086 | $425K | 0.0% | -28.4% | 0.076% | |
| 2/18/2026 | Strive Financial Group LLC | 5,693 | $218K | 0.1% | N/A | 0.039% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 34,028 | $1.30M | 0.0% | +26.4% | 0.233% | |
| 2/18/2026 | NewEdge Advisors LLC | 1,137,292 | $43.59M | 0.2% | +25.9% | 7.790% | |
| 2/18/2026 | VestGen Advisors LLC | 274,207 | $10.51M | 0.4% | +8.6% | 1.878% | |
| 2/18/2026 | OLD Mission Capital LLC | 15,749 | $604K | 0.0% | N/A | 0.108% | |
| 2/17/2026 | Cetera Investment Advisers | 435,126 | $16.68M | 0.0% | -12.3% | 2.980% | |
| 2/17/2026 | Hilltop Holdings Inc. | 5,621 | $215K | 0.0% | -4.0% | 0.039% | |
| 2/17/2026 | Equitable Holdings Inc. | 62,566 | $2.40M | 0.0% | -6.5% | 0.429% | |
| 2/17/2026 | Osaic Holdings Inc. | 193,322 | $7.41M | 0.0% | +8.9% | 1.324% | |
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| 2/17/2026 | Royal Bank of Canada | 71,377 | $2.74M | 0.0% | +0.6% | 0.489% | |
| 2/16/2026 | MML Investors Services LLC | 14,795 | $567K | 0.0% | -29.7% | 0.101% | |
| 2/13/2026 | Kestra Advisory Services LLC | 5,946 | $228K | 0.0% | -4.1% | 0.041% | |
| 2/13/2026 | Visionary Wealth Advisors | 6,820 | $261K | 0.0% | N/A | 0.047% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 209,863 | $8.04M | 0.1% | -3.6% | 1.437% | |
| 2/13/2026 | Wells Fargo & Company MN | 9,131 | $350K | 0.0% | +3.7% | 0.063% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 114,249 | $4.38M | 0.0% | +11.7% | 0.783% | |
| 2/12/2026 | Betterment LLC | 23,910 | $916K | 0.0% | -2.5% | 0.164% | |
| 2/12/2026 | Sepio Capital LP | 373,463 | $14.32M | 0.8% | N/A | 2.558% | |
| 2/11/2026 | Empowered Funds LLC | 317,681 | $12.18M | 0.1% | +33.4% | 2.176% | |
| 2/11/2026 | GWN Securities Inc. | 5,419 | $208K | 0.0% | N/A | 0.037% | |
| 2/11/2026 | LPL Financial LLC | 313,258 | $12.01M | 0.0% | -0.3% | 2.146% | |
| 2/10/2026 | Kesler Norman & Wride LLC | 54,254 | $2.08M | 0.4% | +18.9% | 0.372% | |
| 2/10/2026 | GW Henssler & Associates Ltd. | 9,679 | $371K | 0.0% | -66.6% | 0.066% | |
| 2/10/2026 | Measured Wealth Private Client Group LLC | 41,975 | $1.61M | 0.4% | -1.1% | 0.288% | |
| 2/10/2026 | Rothschild Investment LLC | 121,284 | $4.65M | 0.3% | -2.8% | 0.831% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 291,738 | $11.18M | 0.0% | +3.6% | 1.998% | |
| 2/6/2026 | Ignite Planners LLC | 117,860 | $4.94M | 0.8% | -0.8% | 0.807% | |
| 2/6/2026 | RPS Advisory Solutions LLC | 34,270 | $1.31M | 0.6% | +7.5% | 0.235% | |
| 2/6/2026 | HighTower Advisors LLC | 1,251,256 | $47.96M | 0.1% | +7.2% | 8.570% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 9,676 | $371K | 0.0% | +2.6% | 0.066% | |
| 2/5/2026 | Sound Portfolio Advisors LLC | 141,574 | $5.43M | 4.6% | N/A | 0.970% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 3,403,037 | $136.91M | 0.1% | +1,108.0% | 23.308% | |
| 2/2/2026 | Welch Financial Planning LLC | 155,915 | $5.98M | 4.4% | N/A | 1.068% | |
| 2/2/2026 | EQ Wealth Advisors LLC | 1,269 | $49K | 0.0% | N/A | 0.009% | |
| 1/30/2026 | Opus Capital Group LLC | 146,863 | $5.63M | 0.6% | +0.4% | 1.006% | |
| 1/29/2026 | Aprio Wealth Management LLC | 60,515 | $2.32M | 0.1% | +2.2% | 0.414% | |
| 1/28/2026 | Caliber Wealth Management LLC KS | 26,743 | $1.03M | 0.1% | -25.6% | 0.183% | |
| 1/27/2026 | TriaGen Wealth Management LLC | 285,507 | $10.94M | 2.8% | +2.1% | 1.956% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 96,741 | $3.71M | 0.2% | +9.6% | 0.663% | |
| 1/26/2026 | United Advisor Group LLC | 106,611 | $4.09M | 0.5% | +12.9% | 0.730% | |
| 1/23/2026 | Optima Capital LLC | 1,702 | $65K | 0.0% | N/A | 0.012% | |
| 1/23/2026 | Fifth Third Securities Inc. | 61,422 | $2.35M | 0.2% | -5.0% | 0.421% | |
| 1/21/2026 | MBL Wealth LLC | 8,897 | $341K | 0.0% | -26.6% | 0.061% | |
| 1/20/2026 | Whalen Wealth Management Inc. | 33,381 | $1.28M | 0.7% | N/A | 0.229% | |
| 1/20/2026 | Stratos Investment Management LLC | 17,806 | $683K | 0.0% | +3.0% | 0.122% | |
| 1/16/2026 | Formidable Asset Management LLC | 21,246 | $790K | 0.1% | -7.8% | 0.146% | |
| 1/15/2026 | Foster & Motley Inc. | 1,078,407 | $41.34M | 2.2% | +0.9% | 7.386% | |
| 1/15/2026 | One Plus One Wealth Management LLC | 124,932 | $4.79M | 2.2% | N/A | 0.856% | |
| 1/14/2026 | Accurate Wealth Management LLC | 46,168 | $1.84M | 0.2% | -11.4% | 0.316% | |
| 1/12/2026 | Optivise Advisory Services LLC | 18,298 | $701K | 0.4% | -31.1% | 0.125% | |
| 1/12/2026 | DAVENPORT & Co LLC | 38,584 | $1.48M | 0.0% | +3.5% | 0.264% | |
| 1/12/2026 | Focus Financial Network Inc. | 12,331 | $473K | 0.0% | +7.0% | 0.084% | |
| 1/9/2026 | Westview Management dba Westview Investment Advisors | 131,265 | $5.03M | 2.4% | N/A | 0.899% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 38,404 | $1.47M | 0.0% | +2.9% | 0.263% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 243,757 | $9.60M | 0.0% | -1.9% | 1.670% | |
| 1/8/2026 | Fermata Advisors LLC | 75,339 | $2.89M | 0.7% | +5.9% | 0.516% | |
| 12/2/2025 | Allworth Financial LP | 1,632 | $61K | 0.0% | +270.9% | 0.011% | |
| 12/1/2025 | Cambria Investment Management L.P. | 777,264 | $28.91M | 1.7% | +40.0% | 5.324% | |
| 11/20/2025 | Centaurus Financial Inc. | 7,266 | $270K | 0.0% | N/A | 0.050% | |
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| 11/19/2025 | Sunbelt Securities Inc. | 50,007 | $1.86M | 0.1% | N/A | 0.343% | |
| 11/18/2025 | Advisory Services Network LLC | 700 | $26K | 0.0% | N/A | 0.005% | |
| 11/17/2025 | NewEdge Advisors LLC | 903,321 | $33.60M | 0.2% | +16.1% | 6.187% | |
| 11/17/2025 | Susquehanna International Group LLP | 17,568 | $654K | 0.0% | N/A | 0.120% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 281,714 | $10.48M | 0.0% | -37.5% | 1.930% | |
| 11/17/2025 | Measured Wealth Private Client Group LLC | 42,462 | $1.58M | 0.4% | -6.2% | 0.291% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 217,712 | $8.10M | 0.1% | -11.3% | 1.491% | |
| 11/17/2025 | Bank of America Corp DE | 425,492 | $15.83M | 0.0% | +106.9% | 2.914% | |
| 11/14/2025 | Creative Planning | 5,828 | $217K | 0.0% | N/A | 0.040% | |
| 11/14/2025 | Raymond James Financial Inc. | 640,973 | $23.84M | 0.0% | +1.1% | 4.390% | |