| 10/14/2026 | Signal Advisors Wealth LLC | 84,701 | $4.05M | 0.2% | +0.7% | 0.435% | |
| 10/13/2026 | Fragasso Financial Advisors Inc | 27,442 | $1.33M | 0.1% | N/A | 0.141% | |
| 10/13/2026 | Midwest Financial Network LLC | 10,519 | $503K | 0.4% | -35.3% | 0.054% | |
| 10/8/2026 | Farther Finance Advisors LLC | 5,748 | $275K | 0.0% | -17.1% | 0.030% | |
| 10/8/2026 | CoreCap Advisors LLC | 17,136 | $820K | 0.0% | +2.6% | 0.088% | |
| 10/6/2026 | Legacy Private Trust Co. | 6,155 | $295K | 0.0% | N/A | 0.032% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 32,098 | $1.50M | 0.0% | N/A | 0.165% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 891,078 | $41.65M | 0.0% | +385.3% | 4.581% | |
| 9/9/2026 | RFG Advisory LLC | 19,566 | $915K | 0.0% | +13.4% | 0.101% | |
| 9/9/2026 | NewEdge Advisors LLC | 32,435 | $1.52M | 0.0% | -4.8% | 0.167% | |
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| 9/2/2026 | Citadel Advisors LLC | 19,430 | $908K | 0.0% | N/A | 0.100% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 16,437 | $768K | 0.0% | +110.8% | 0.085% | |
| 8/22/2026 | BAM Wealth Management LLC | 100,600 | $4.70M | 2.9% | N/A | 0.517% | |
| 8/22/2026 | SMART Wealth LLC | 50,916 | $2.38M | 0.5% | +22.2% | 0.262% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 23,476 | $1.10M | 0.0% | +4.6% | 0.121% | |
| 8/21/2026 | Integrity Financial Corp WA | 53,167 | $2.49M | 1.2% | +135.3% | 0.273% | |
| 7/9/2026 | World Equity Group Inc. | 10,887 | $509K | 0.1% | N/A | 0.056% | |
| 7/8/2026 | Midwest Financial Network LLC | 16,269 | $760K | 0.5% | -20.7% | 0.084% | |
| 7/7/2026 | Legacy Solutions LLC | 7,232 | $338K | 0.3% | N/A | 0.037% | |
| 7/7/2026 | CoreCap Advisors LLC | 16,708 | $781K | 0.0% | +1.5% | 0.086% | |
| 6/4/2026 | Midwest Financial Network LLC | 20,516 | $921K | 0.7% | -36.4% | 0.105% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 16,467 | $771K | 0.1% | -20.8% | 0.085% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 12,900 | $579K | 0.1% | -63.0% | 0.066% | |
| 5/19/2026 | NewEdge Advisors LLC | 32,764 | $1.47M | 0.0% | -4.1% | 0.168% | |
| 5/19/2026 | Centaurus Financial Inc. | 3,898 | $175K | 0.0% | -71.8% | 0.020% | |
| 5/18/2026 | Royal Bank of Canada | 13,582 | $610K | 0.0% | -4.7% | 0.070% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 7,642 | $343K | 0.0% | N/A | 0.039% | |
| 5/14/2026 | Modern Wealth Management LLC | 8,411 | $378K | 0.0% | -10.6% | 0.043% | |
| 5/13/2026 | Cetera Investment Advisers | 215,949 | $9.70M | 0.0% | -24.4% | 1.110% | |
| 5/6/2026 | Assetmark Inc. | 316,799 | $14.23M | 0.0% | +9.5% | 1.629% | |
| 5/1/2026 | Fifth Third Bancorp | 28,870 | $1.30M | 0.0% | N/A | 0.148% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 5,276 | $238K | 0.2% | -20.1% | 0.027% | |
| 4/30/2026 | Kestra Advisory Services LLC | 94,370 | $4.24M | 0.0% | +10.1% | 0.485% | |
| 4/28/2026 | Stephens Inc. AR | 65,202 | $2.93M | 0.0% | -44.1% | 0.335% | |
| 4/24/2026 | SMART Wealth LLC | 41,672 | $1.87M | 0.5% | +9.2% | 0.214% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 31,219 | $1.40M | 0.0% | -3.4% | 0.161% | |
| 4/22/2026 | FWG Investments LLC. | 12,716 | $571K | 0.4% | -7.0% | 0.065% | |
| 4/21/2026 | Maridea Wealth Management LLC | 12,799 | $575K | 0.1% | -30.7% | 0.066% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 12,203 | $548K | 0.0% | -10.8% | 0.063% | |
| 4/20/2026 | RFG Advisory LLC | 17,254 | $775K | 0.0% | +11.7% | 0.089% | |
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| 4/18/2026 | Faithward Advisors LLC | 5,229 | $235K | 0.0% | -19.0% | 0.027% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 69,318 | $3.11M | 0.2% | -15.3% | 0.356% | |
| 4/17/2026 | Brookstone Capital Management | 8,646 | $388K | 0.0% | -9.1% | 0.044% | |
| 4/16/2026 | Founders Financial Securities LLC | 33,174 | $1.50M | 0.1% | +9.6% | 0.171% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 119,640 | $5.31M | 0.0% | +2.3% | 0.615% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 17,455 | $775K | 0.4% | +7.5% | 0.090% | |
| 2/18/2026 | NewEdge Advisors LLC | 34,179 | $1.52M | 0.0% | -7.2% | 0.176% | |
| 2/18/2026 | VestGen Investment Management | 9,812 | $436K | 0.2% | N/A | 0.050% | |
| 2/18/2026 | OLD Mission Capital LLC | 13,089 | $581K | 0.0% | -37.4% | 0.067% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 17,865 | $794K | 0.1% | -3.1% | 0.092% | |
| 2/17/2026 | AQR Capital Management LLC | 18,146 | $806K | 0.0% | +15.9% | 0.093% | |
| 2/17/2026 | Cetera Investment Advisers | 285,828 | $12.70M | 0.0% | +70.5% | 1.470% | |
| 2/17/2026 | Osaic Holdings Inc. | 108,470 | $4.82M | 0.0% | -35.3% | 0.558% | |
| 2/17/2026 | Advisory Services Network LLC | 46,895 | $2.08M | 0.0% | +2.1% | 0.241% | |
| 2/16/2026 | MML Investors Services LLC | 287,121 | $12.75M | 0.0% | +0.2% | 1.476% | |
| 2/16/2026 | Mariner LLC | 8,084 | $359K | 0.0% | +3.3% | 0.042% | |
| 2/16/2026 | Integrity Financial Corp WA | 24,447 | $1.09M | 0.5% | -12.3% | 0.126% | |
| 2/16/2026 | Barclays PLC | 713 | $32K | 0.0% | -84.5% | 0.004% | |
| 2/13/2026 | CreativeOne Wealth LLC | 21,599 | $959K | 0.0% | +73.7% | 0.111% | |
| 2/13/2026 | Kestra Advisory Services LLC | 85,696 | $3.81M | 0.0% | -5.2% | 0.441% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 174,161 | $7.74M | 0.0% | -11.7% | 0.895% | |
| 2/12/2026 | Fortress Private Ledger LLC | 10,793 | $479K | 0.2% | -20.4% | 0.055% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 26,556 | $1.18M | 0.0% | -4.6% | 0.137% | |
| 2/12/2026 | Bank of Montreal Can | 8,000 | $355K | 0.0% | N/A | 0.041% | |
| 2/11/2026 | LPL Financial LLC | 151,669 | $6.74M | 0.0% | +1.0% | 0.780% | |
| 2/10/2026 | REAP Financial Group LLC | 155,085 | $6.89M | 1.4% | -2.3% | 0.797% | |
| 2/10/2026 | Founders Financial Securities LLC | 30,276 | $1.35M | 0.1% | +13.2% | 0.156% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 11,757 | $522K | 0.0% | -11.1% | 0.060% | |
| 2/9/2026 | Valtinson Bruner Financial Planning LLC | 154,409 | $6.86M | 2.0% | -1.1% | 0.794% | |
| 2/9/2026 | Integrity Alliance LLC. | 7,863 | $349K | 0.0% | N/A | 0.040% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 51,728 | $2.30M | 0.3% | -6.0% | 0.266% | |
| 2/9/2026 | Harbour Investments Inc. | 20,036 | $890K | 0.0% | -13.4% | 0.103% | |
| 2/6/2026 | Global Retirement Partners LLC | 3,000 | $133K | 0.0% | +20.0% | 0.015% | |
| 2/6/2026 | IFP Advisors Inc | 1,891 | $84K | 0.0% | +20.7% | 0.010% | |
| 2/6/2026 | HighTower Advisors LLC | 8,167 | $363K | 0.0% | N/A | 0.042% | |
| 2/5/2026 | Stephens Inc. AR | 116,678 | $5.18M | 0.1% | -40.8% | 0.600% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 7,257 | $322K | 0.0% | +5.4% | 0.037% | |
| 2/3/2026 | FSB Premier Wealth Management Inc. | 10,946 | $486K | 0.2% | -4.5% | 0.056% | |
| 2/3/2026 | MGO One Seven LLC | 22,903 | $1.02M | 0.0% | -1.2% | 0.118% | |
| 2/3/2026 | RFG Advisory LLC | 15,441 | $686K | 0.0% | +13.5% | 0.079% | |
| 2/2/2026 | Truist Financial Corp | 75,999 | $3.38M | 0.0% | -16.1% | 0.391% | |
| 1/29/2026 | Camelot Portfolios LLC | 2,000 | $89K | 0.1% | N/A | 0.010% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 13,683 | $608K | 0.0% | -2.0% | 0.070% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 10,541 | $468K | 0.0% | +2.2% | 0.054% | |
| 1/28/2026 | Arbor Capital Management Inc. ADV | 6,603 | $294K | 0.2% | -6.6% | 0.034% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 12,061 | $536K | 0.0% | -12.7% | 0.062% | |
| 1/27/2026 | Novem Group | 10,911 | $485K | 0.1% | +5.4% | 0.056% | |
| 1/27/2026 | First Horizon Corp | 600 | $27K | 0.0% | N/A | 0.003% | |
| 1/26/2026 | SMART Wealth LLC | 38,154 | $1.70M | 0.5% | -6.0% | 0.196% | |
| 1/26/2026 | CWM LLC | 82,164 | $3.65M | 0.0% | -5.3% | 0.422% | |
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| 1/23/2026 | Farther Finance Advisors LLC | 4,366 | $194K | 0.0% | -27.9% | 0.022% | |
| 1/23/2026 | Assetmark Inc. | 289,348 | $12.85M | 0.0% | +16.7% | 1.488% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 10,153 | $451K | 0.1% | -2.5% | 0.052% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 762 | $34K | 0.0% | +52.4% | 0.004% | |
| 1/21/2026 | Sowell Financial Services LLC | 10,655 | $473K | 0.0% | -10.0% | 0.055% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 6,577 | $292K | 0.0% | N/A | 0.034% | |
| 1/15/2026 | Brookstone Capital Management | 9,514 | $423K | 0.0% | -4.8% | 0.049% | |
| 1/13/2026 | CoreCap Advisors LLC | 16,400 | $728K | 0.0% | +3.0% | 0.084% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 81,862 | $3.64M | 0.3% | +19.3% | 0.421% | |
| 1/8/2026 | Legacy Private Trust Co. | 6,425 | $285K | 0.0% | +36.2% | 0.033% | |