| 7/10/2026 | Accel Wealth Management | 22,130 | $1.24M | 0.3% | -2.1% | 0.118% | |
| 7/9/2026 | World Equity Group Inc. | 11,017 | $619K | 0.1% | N/A | 0.059% | |
| 7/8/2026 | First Heartland Consultants Inc. | 3,698 | $208K | 0.0% | N/A | 0.020% | |
| 7/7/2026 | FOCUS Wealth Advisors LLC | 488,824 | $27.47M | 12.7% | +1.8% | 2.607% | |
| 7/7/2026 | CoreCap Advisors LLC | 13,948 | $784K | 0.0% | +2.8% | 0.074% | |
| 5/27/2026 | Allen Capital Group LLC | 3,916 | $207K | 0.0% | N/A | 0.021% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 12,981 | $685K | 0.1% | -66.7% | 0.069% | |
| 5/19/2026 | NewEdge Advisors LLC | 35,344 | $1.87M | 0.0% | -1.1% | 0.189% | |
| 5/19/2026 | Centaurus Financial Inc. | 10,834 | $572K | 0.0% | -4.0% | 0.058% | |
| 5/18/2026 | Sunbelt Securities Inc. | 12,037 | $636K | 0.0% | -4.0% | 0.064% | |
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| 5/15/2026 | Gateway Wealth Partners LLC | 6,544 | $346K | 0.0% | N/A | 0.035% | |
| 5/14/2026 | Modern Wealth Management LLC | 13,620 | $723K | 0.0% | -7.0% | 0.073% | |
| 5/13/2026 | Cetera Investment Advisers | 240,360 | $12.69M | 0.0% | -5.0% | 1.282% | |
| 5/6/2026 | Assetmark Inc. | 266,045 | $14.05M | 0.0% | +9.9% | 1.419% | |
| 5/5/2026 | Wealthgarden F.S. LLC | 6,991 | $369K | 0.3% | -35.1% | 0.037% | |
| 5/1/2026 | Fifth Third Bancorp | 993 | $52K | 0.0% | N/A | 0.005% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 4,777 | $255K | 0.2% | -20.8% | 0.025% | |
| 4/30/2026 | Kestra Advisory Services LLC | 117,813 | $6.22M | 0.0% | +2.2% | 0.628% | |
| 4/29/2026 | Integrated Advisors Network LLC | 41,644 | $2.20M | 0.1% | +0.5% | 0.222% | |
| 4/28/2026 | Stephens Inc. AR | 52,810 | $2.79M | 0.0% | -36.9% | 0.282% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 7,058 | $373K | 0.1% | -8.5% | 0.038% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 23,021 | $1.22M | 0.0% | +0.8% | 0.123% | |
| 4/22/2026 | FWG Investments LLC. | 32,919 | $1.74M | 1.1% | -0.6% | 0.176% | |
| 4/21/2026 | Maridea Wealth Management LLC | 6,435 | $340K | 0.0% | -34.7% | 0.034% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 7,237 | $382K | 0.0% | -12.1% | 0.039% | |
| 4/20/2026 | RFG Advisory LLC | 14,378 | $759K | 0.0% | +10.7% | 0.077% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 39,958 | $2.11M | 0.1% | -0.6% | 0.213% | |
| 4/16/2026 | Founders Financial Securities LLC | 35,503 | $1.93M | 0.1% | +7.2% | 0.189% | |
| 4/15/2026 | WESPAC Advisors SoCal LLC | 51,311 | $2.71M | 0.6% | -11.5% | 0.274% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 164,678 | $8.80M | 0.0% | +35.2% | 0.878% | |
| 2/23/2026 | Monetary Solutions Ltd | 7,091 | $379K | 0.4% | N/A | 0.038% | |
| 2/20/2026 | Sunbelt Securities Inc. | 12,537 | $670K | 0.0% | -2.3% | 0.067% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 3,802 | $203K | 0.0% | N/A | 0.020% | |
| 2/18/2026 | NewEdge Advisors LLC | 35,736 | $1.91M | 0.0% | -2.3% | 0.191% | |
| 2/17/2026 | Integrated Advisors Network LLC | 41,447 | $2.22M | 0.1% | -1.5% | 0.221% | |
| 2/17/2026 | AQR Capital Management LLC | 9,500 | $508K | 0.0% | N/A | 0.051% | |
| 2/17/2026 | Cetera Investment Advisers | 253,019 | $13.52M | 0.0% | +26.8% | 1.349% | |
| 2/17/2026 | Osaic Holdings Inc. | 115,987 | $6.20M | 0.0% | -28.6% | 0.619% | |
| 2/17/2026 | Captrust Financial Advisors | 27,648 | $1.48M | 0.0% | -1.8% | 0.147% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 7,710 | $412K | 0.1% | +2.8% | 0.041% | |
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| 2/16/2026 | MML Investors Services LLC | 42,434 | $2.27M | 0.0% | +58.2% | 0.226% | |
| 2/16/2026 | Mariner LLC | 8,244 | $441K | 0.0% | -20.3% | 0.044% | |
| 2/16/2026 | Integrity Financial Corp WA | 33,028 | $1.77M | 0.9% | -3.5% | 0.176% | |
| 2/16/2026 | Barclays PLC | 1,397 | $75K | 0.0% | -63.7% | 0.007% | |
| 2/13/2026 | CreativeOne Wealth LLC | 9,050 | $484K | 0.0% | -6.5% | 0.048% | |
| 2/13/2026 | Kestra Advisory Services LLC | 115,292 | $6.16M | 0.0% | +0.3% | 0.615% | |
| 2/12/2026 | TopTier Wealth Management LLC | 14,144 | $756K | 0.5% | N/A | 0.075% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 281,571 | $15.05M | 0.0% | -4.9% | 1.502% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 10,347 | $553K | 0.2% | +3.0% | 0.055% | |
| 2/12/2026 | Bank of Montreal Can | 5,700 | $305K | 0.0% | N/A | 0.030% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 22,837 | $1.22M | 0.0% | +24.5% | 0.122% | |
| 2/11/2026 | VVR Holdings LLC | 7,631 | $408K | 0.2% | N/A | 0.041% | |
| 2/11/2026 | LPL Financial LLC | 92,358 | $4.94M | 0.0% | -5.2% | 0.493% | |
| 2/10/2026 | REAP Financial Group LLC | 170,592 | $9.12M | 1.9% | -4.3% | 0.910% | |
| 2/10/2026 | Clear Point Advisors Inc. | 29,397 | $1.57M | 1.2% | -17.6% | 0.157% | |
| 2/10/2026 | Founders Financial Securities LLC | 33,127 | $1.77M | 0.1% | +9.7% | 0.177% | |
| 2/9/2026 | Integrity Alliance LLC. | 17,530 | $937K | 0.0% | N/A | 0.093% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 14,198 | $759K | 0.1% | -7.5% | 0.076% | |
| 2/9/2026 | Harbour Investments Inc. | 15,526 | $830K | 0.0% | +5.7% | 0.083% | |
| 2/9/2026 | HBK Sorce Advisory LLC | 3,805 | $205K | 0.0% | N/A | 0.020% | |
| 2/5/2026 | Stephens Inc. AR | 83,701 | $4.47M | 0.1% | -40.3% | 0.446% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 6,071 | $324K | 0.0% | -11.1% | 0.032% | |
| 2/4/2026 | Sloy Dahl & Holst LLC | 41,845 | $2.24M | 0.3% | -0.5% | 0.223% | |
| 2/3/2026 | Legacy Wealth Managment LLC ID | 11,620 | $621K | 0.3% | -85.7% | 0.062% | |
| 2/3/2026 | RFG Advisory LLC | 12,988 | $694K | 0.0% | +11.3% | 0.069% | |
| 2/2/2026 | Truist Financial Corp | 10,996 | $588K | 0.0% | -12.2% | 0.059% | |
| 2/2/2026 | Grantvest Financial Group LLC | 25,610 | $1.37M | 0.9% | -3.4% | 0.137% | |
| 1/29/2026 | Sanctuary Advisors LLC | 12,759 | $682K | 0.0% | -6.9% | 0.068% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 7,936 | $424K | 0.0% | +2.5% | 0.042% | |
| 1/28/2026 | Arbor Capital Management Inc. ADV | 6,034 | $323K | 0.3% | -7.3% | 0.032% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 11,737 | $627K | 0.0% | -5.9% | 0.063% | |
| 1/26/2026 | Merit Financial Group LLC | 11,824 | $632K | 0.0% | -3.7% | 0.063% | |
| 1/26/2026 | CWM LLC | 156,543 | $8.37M | 0.0% | -7.4% | 0.835% | |
| 1/23/2026 | Farther Finance Advisors LLC | 11,394 | $609K | 0.0% | -23.0% | 0.061% | |
| 1/23/2026 | Assetmark Inc. | 242,038 | $12.94M | 0.0% | +15.9% | 1.291% | |
| 1/23/2026 | Transcend Capital Advisors LLC | 14,937 | $798K | 0.1% | -11.2% | 0.080% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 26,538 | $1.42M | 0.1% | -0.8% | 0.142% | |
| 1/21/2026 | Sowell Financial Services LLC | 6,367 | $340K | 0.0% | -13.9% | 0.034% | |
| 1/20/2026 | SOA Wealth Advisors LLC. | 38,941 | $2.08M | 0.2% | -1.2% | 0.208% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 9,850 | $527K | 0.0% | N/A | 0.053% | |
| 1/14/2026 | Legacy Solutions LLC | 7,544 | $403K | 0.4% | -5.5% | 0.040% | |
| 1/13/2026 | CoreCap Advisors LLC | 13,739 | $734K | 0.0% | +2.0% | 0.073% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 40,196 | $2.15M | 0.2% | -7.3% | 0.214% | |
| 1/9/2026 | FOCUS Wealth Advisors LLC | 496,565 | $26.54M | 12.4% | +2.9% | 2.648% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 13,603 | $730K | 0.0% | -11.4% | 0.073% | |
| 1/7/2026 | Fragasso Financial Advisors Inc | 12,746 | $681K | 0.0% | -22.4% | 0.068% | |
| 1/7/2026 | WESPAC Advisors SoCal LLC | 57,982 | $3.10M | 0.6% | -5.5% | 0.309% | |
| 1/5/2026 | Park Avenue Securities LLC | 6,149 | $329K | 0.0% | +5.2% | 0.033% | |
| 1/5/2026 | Foguth Wealth Management LLC. | 5,873 | $314K | 0.0% | N/A | 0.031% | |
| 11/20/2025 | Centaurus Financial Inc. | 11,287 | $590K | 0.0% | +3.4% | 0.060% | |
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| 11/19/2025 | Sunbelt Securities Inc. | 12,837 | $671K | 0.0% | +56.9% | 0.068% | |
| 11/18/2025 | Stonebridge Financial Planning Group LLC | 3,960 | $207K | 0.1% | N/A | 0.021% | |
| 11/17/2025 | Harvest Investment Services LLC | 15,578 | $814K | 0.2% | -25.3% | 0.083% | |
| 11/17/2025 | Susquehanna International Group LLP | 19,444 | $1.02M | 0.0% | N/A | 0.104% | |
| 11/17/2025 | Prosperity Consulting Group LLC | 4,440 | $232K | 0.0% | -8.1% | 0.024% | |
| 11/17/2025 | Mariner LLC | 10,345 | $541K | 0.0% | -6.6% | 0.055% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 16,505 | $862K | 0.0% | +5.4% | 0.088% | |
| 11/14/2025 | Creative Planning | 4,172 | $218K | 0.0% | N/A | 0.022% | |
| 11/14/2025 | Raymond James Financial Inc. | 193,465 | $10.11M | 0.0% | -23.7% | 1.032% | |
| 11/13/2025 | CreativeOne Wealth LLC | 9,678 | $506K | 0.0% | -91.6% | 0.052% | |