| 5/5/2026 | RFG Bristol Wealth Advisors LLC | 138,593 | $7.11M | 1.9% | +17.5% | 0.877% | |
| 5/5/2026 | Sanctuary Advisors LLC | 28,575 | $1.47M | 0.0% | +2.7% | 0.181% | |
| 5/5/2026 | Sigma Planning Corp | 7,170 | $368K | 0.0% | -25.3% | 0.045% | |
| 5/4/2026 | Uptick Partners LLC | 13,484 | $692K | 0.1% | +95.5% | 0.085% | |
| 5/1/2026 | Fifth Third Bancorp | 1,909 | $98K | 0.0% | N/A | 0.012% | |
| 4/30/2026 | Financial Freedom LLC | 516 | $26K | 0.0% | N/A | 0.003% | |
| 4/30/2026 | Kestra Advisory Services LLC | 328,857 | $16.87M | 0.1% | +12.9% | 2.081% | |
| 4/28/2026 | Core Wealth Advisors LLC | 56,916 | $2.92M | 2.2% | N/A | 0.360% | |
| 4/27/2026 | World Investment Advisors | 18,590 | $953K | 0.0% | +12.7% | 0.118% | |
| 4/27/2026 | Private Advisor Group LLC | 11,408 | $585K | 0.0% | N/A | 0.072% | |
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| 4/27/2026 | Prasad Wealth Partners LLC | 261,460 | $13.41M | 3.6% | +2.8% | 1.655% | |
| 4/24/2026 | Root Financial Partners LLC | 2,500 | $128K | 0.0% | N/A | 0.016% | |
| 4/23/2026 | Coston McIsaac & Partners | 668 | $34K | 0.0% | +42.1% | 0.004% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 53,764 | $2.76M | 0.2% | +109.5% | 0.340% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 139,309 | $7.14M | 0.8% | -17.9% | 0.882% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 166,994 | $8.56M | 0.1% | +30.7% | 1.057% | |
| 4/18/2026 | New Covenant Trust Company N.A. | 11,965 | $614K | 0.5% | -4.6% | 0.076% | |
| 4/17/2026 | Brookstone Capital Management | 6,341 | $325K | 0.0% | N/A | 0.040% | |
| 4/16/2026 | Tactive Advisors LLC | 237,650 | $12.19M | 3.4% | -13.2% | 1.504% | |
| 4/16/2026 | Triad Wealth Partners LLC | 14,999 | $769K | 0.1% | +135.5% | 0.095% | |
| 4/16/2026 | Founders Financial Securities LLC | 35,446 | $1.92M | 0.1% | +8.6% | 0.224% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 135,846 | $6.97M | 0.4% | +1.1% | 0.860% | |
| 3/13/2026 | World Investment Advisors | 16,496 | $880K | 0.0% | +53.1% | 0.104% | |
| 2/26/2026 | TD Capital Management LLC | 2,132 | $114K | 0.0% | N/A | 0.013% | |
| 2/20/2026 | Sunbelt Securities Inc. | 689 | $37K | 0.0% | +37.8% | 0.004% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 6,031 | $322K | 0.0% | N/A | 0.038% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 169,674 | $9.05M | 1.0% | -4.1% | 1.074% | |
| 2/17/2026 | Cetera Investment Advisers | 19,402 | $1.04M | 0.0% | +69.4% | 0.123% | |
| 2/17/2026 | Equitable Holdings Inc. | 86,345 | $4.61M | 0.0% | +81.5% | 0.546% | |
| 2/17/2026 | Regal Investment Advisors LLC | 6,708 | $358K | 0.0% | -72.1% | 0.042% | |
| 2/17/2026 | Osaic Holdings Inc. | 189,669 | $10.12M | 0.0% | +5.2% | 1.200% | |
| 2/17/2026 | Royal Bank of Canada | 20,969 | $1.12M | 0.0% | -1.6% | 0.133% | |
| 2/16/2026 | MML Investors Services LLC | 35,518 | $1.90M | 0.0% | -40.1% | 0.225% | |
| 2/16/2026 | Mariner LLC | 997,832 | $53.24M | 0.1% | +2.2% | 6.315% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 8,561 | $457K | 0.0% | +293.4% | 0.054% | |
| 2/13/2026 | Kestra Advisory Services LLC | 291,187 | $15.54M | 0.1% | +4.1% | 1.843% | |
| 2/13/2026 | Visionary Wealth Advisors | 6,274 | $335K | 0.0% | +20.6% | 0.040% | |
| 2/13/2026 | Stifel Financial Corp | 37,178 | $1.98M | 0.0% | N/A | 0.235% | |
| 2/13/2026 | Kane Investment Management Inc. | 32,782 | $1.75M | 0.8% | +1.5% | 0.207% | |
| 2/12/2026 | Jane Street Group LLC | 9,878 | $527K | 0.0% | -80.7% | 0.063% | |
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| 2/12/2026 | Orion Porfolio Solutions LLC | 41,646 | $2.22M | 0.0% | -25.5% | 0.264% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 1,338,379 | $71.42M | 0.1% | +10.4% | 8.471% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 625 | $33K | 0.0% | +380.8% | 0.004% | |
| 2/12/2026 | Principal Securities Inc. | 6,444 | $344K | 0.0% | +32.3% | 0.041% | |
| 2/11/2026 | LPL Financial LLC | 1,016,452 | $54.24M | 0.0% | +11.1% | 6.433% | |
| 2/11/2026 | Mascagni Wealth Management Inc. | 18,905 | $1.01M | 0.8% | +6.4% | 0.120% | |
| 2/11/2026 | OneAscent Financial Services LLC | 8,591 | $458K | 0.0% | -6.2% | 0.054% | |
| 2/11/2026 | Flagship Wealth Advisors LLC | 22,120 | $1.18M | 0.3% | +1.2% | 0.140% | |
| 2/10/2026 | Florida Financial Advisors LLC | 4,847 | $259K | 0.1% | -6.2% | 0.031% | |
| 2/10/2026 | Founders Financial Securities LLC | 32,626 | $1.74M | 0.1% | +11.4% | 0.206% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 109,588 | $5.47M | 0.0% | +19,645.6% | 0.694% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 5,490 | $293K | 0.0% | -13.4% | 0.035% | |
| 2/10/2026 | IFG Advisory LLC | 93,501 | $4.99M | 0.2% | +3.0% | 0.592% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 40,141 | $2.14M | 0.1% | +12.9% | 0.254% | |
| 2/9/2026 | Harbour Investments Inc. | 94,789 | $5.06M | 0.1% | -11.5% | 0.600% | |
| 2/5/2026 | Dana Investment Advisors Inc. | 37,344 | $1.99M | 0.1% | -0.8% | 0.236% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 109,588 | $5.47M | 0.0% | +19,645.6% | 0.694% | |
| 2/5/2026 | Dahring Cusmano LLC | 314,608 | $16.79M | 11.7% | +6.1% | 1.991% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 56,640 | $3.04M | 0.0% | -7.8% | 0.358% | |
| 2/5/2026 | Western Wealth Management LLC | 6,884 | $367K | 0.0% | N/A | 0.044% | |
| 2/5/2026 | Atlas Private Wealth Advisors | 9,300 | $496K | 0.1% | +35.6% | 0.059% | |
| 2/4/2026 | World Investment Advisors | 16,496 | $880K | 0.0% | +53.1% | 0.104% | |
| 2/4/2026 | Anson Capital Inc. | 54,482 | $2.91M | 2.1% | -5.5% | 0.345% | |
| 2/3/2026 | RFG Advisory LLC | 21,918 | $1.17M | 0.0% | -23.5% | 0.139% | |
| 2/2/2026 | Uptick Partners LLC | 6,897 | $368K | 0.1% | N/A | 0.044% | |
| 1/30/2026 | Sigma Planning Corp | 9,600 | $512K | 0.0% | +17.8% | 0.061% | |
| 1/30/2026 | Socha Financial Group LLC | 593,408 | $31.66M | 15.5% | -35.4% | 3.756% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 127,752 | $6.82M | 0.1% | +41.5% | 0.809% | |
| 1/29/2026 | Sanctuary Advisors LLC | 27,813 | $1.48M | 0.0% | +3.5% | 0.176% | |
| 1/27/2026 | Novem Group | 458,997 | $24.49M | 2.8% | -3.5% | 2.905% | |
| 1/27/2026 | Prasad Wealth Partners LLC | 254,316 | $13.57M | 3.6% | +2.0% | 1.610% | |
| 1/27/2026 | Berger Financial Group Inc | 3,784 | $202K | 0.0% | N/A | 0.024% | |
| 1/26/2026 | Patriot Financial Group Insurance Agency LLC | 25,659 | $1.37M | 0.2% | +17.9% | 0.162% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 134,341 | $7.17M | 0.4% | -1.8% | 0.850% | |
| 1/26/2026 | CWM LLC | 3,819 | $204K | 0.0% | +8.9% | 0.024% | |
| 1/23/2026 | Farther Finance Advisors LLC | 19,399 | $1.04M | 0.0% | +47.0% | 0.123% | |
| 1/23/2026 | RFG Bristol Wealth Advisors LLC | 117,917 | $6.29M | 1.8% | +54.6% | 0.746% | |
| 1/22/2026 | Triad Wealth Partners LLC | 6,370 | $340K | 0.0% | +57.4% | 0.040% | |
| 1/22/2026 | Fiduciary Planning LLC | 252,018 | $13.45M | 4.1% | +2.9% | 1.595% | |
| 1/22/2026 | Elm3 Financial Group LLC | 9,061 | $484K | 0.4% | +6.7% | 0.057% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 50,236 | $2.68M | 0.0% | +29.6% | 0.318% | |
| 1/13/2026 | New Covenant Trust Company N.A. | 12,536 | $674K | 0.6% | -47.3% | 0.079% | |
| 1/9/2026 | Tactive Advisors LLC | 273,654 | $14.60M | 4.3% | +32.8% | 1.732% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 8,362 | $456K | 0.0% | N/A | 0.053% | |
| 1/7/2026 | CWA Asset Management Group LLC | 3,758 | $201K | 0.0% | N/A | 0.024% | |
| 11/19/2025 | Sunbelt Securities Inc. | 500 | $26K | 0.0% | N/A | 0.003% | |
| 11/18/2025 | Advisory Services Network LLC | 3,543 | $184K | 0.0% | -40.3% | 0.022% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 90,265 | $4.70M | 0.1% | +16.8% | 0.571% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 555 | $29K | 0.0% | N/A | 0.004% | |
| 11/17/2025 | Mariner LLC | 976,133 | $50.80M | 0.1% | -2.7% | 6.178% | |
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| 11/17/2025 | Integrated Wealth Concepts LLC | 8,296 | $432K | 0.0% | +7.6% | 0.053% | |
| 11/17/2025 | Citadel Advisors LLC | 15,953 | $830K | 0.0% | -60.5% | 0.101% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 4,424 | $230K | 0.0% | N/A | 0.028% | |
| 11/14/2025 | Raymond James Financial Inc. | 7,344 | $382K | 0.0% | N/A | 0.046% | |
| 11/14/2025 | Equitable Holdings Inc. | 47,563 | $2.48M | 0.0% | +52.9% | 0.301% | |
| 11/14/2025 | Regal Investment Advisors LLC | 24,058 | $1.25M | 0.1% | N/A | 0.152% | |
| 11/12/2025 | Aptus Capital Advisors LLC | 2,176 | $113K | 0.0% | N/A | 0.014% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 55,893 | $2.91M | 0.0% | +8.2% | 0.354% | |
| 11/12/2025 | Kane Investment Management Inc. | 32,305 | $1.68M | 0.8% | +10.2% | 0.204% | |
| 11/12/2025 | IFG Advisory LLC | 90,804 | $4.73M | 0.2% | +130.1% | 0.575% | |