| 7/10/2026 | Accel Wealth Management | 21,691 | $1.20M | 0.3% | -6.4% | 0.124% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 741,908 | $40.86M | 0.8% | +1.1% | 4.252% | |
| 7/7/2026 | Legacy Solutions LLC | 20,674 | $1.14M | 0.9% | -10.5% | 0.118% | |
| 7/7/2026 | CoreCap Advisors LLC | 17,554 | $967K | 0.0% | +2.3% | 0.101% | |
| 7/1/2026 | Noble Wealth Management PBC | 4,515 | $249K | 0.1% | -25.2% | 0.026% | |
| 6/3/2026 | NewEdge Advisors LLC | 102,436 | $5.16M | 0.0% | +590.0% | 0.587% | |
| 5/28/2026 | Cozad Asset Management Inc. | 18,767 | $945K | 0.1% | +3.5% | 0.108% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 6,031 | $305K | 0.0% | -47.2% | 0.035% | |
| 5/19/2026 | NewEdge Advisors LLC | 101,636 | $5.12M | 0.1% | +584.6% | 0.582% | |
| 5/18/2026 | Sunbelt Securities Inc. | 10,221 | $514K | 0.0% | +10.8% | 0.059% | |
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| 5/18/2026 | Royal Bank of Canada | 24,064 | $1.21M | 0.0% | -2.5% | 0.138% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,870 | $346K | 0.0% | N/A | 0.039% | |
| 5/13/2026 | Cetera Investment Advisers | 368,071 | $18.53M | 0.0% | -3.5% | 2.109% | |
| 5/13/2026 | First Trust Advisors LP | 5,757 | $290K | 0.0% | +9.1% | 0.033% | |
| 5/7/2026 | Parallel Advisors LLC | 3,000 | $151K | 0.0% | +500.0% | 0.017% | |
| 5/7/2026 | World Equity Group Inc. | 11,215 | $564K | 0.1% | -11.2% | 0.064% | |
| 5/6/2026 | Assetmark Inc. | 279,992 | $14.09M | 0.0% | +11.4% | 1.605% | |
| 5/5/2026 | Sanctuary Advisors LLC | 16,137 | $812K | 0.0% | -11.8% | 0.092% | |
| 5/2/2026 | Diversify Wealth Management LLC | 8,283 | $441K | 0.0% | N/A | 0.047% | |
| 5/1/2026 | Darwin Wealth Management LLC | 1,718 | $86K | 0.0% | -70.2% | 0.010% | |
| 5/1/2026 | Arbor Capital Management Inc. ADV | 7,549 | $387K | 0.3% | -8.3% | 0.043% | |
| 4/30/2026 | Beacon Financial Group | 17,465 | $879K | 0.1% | -5.6% | 0.100% | |
| 4/30/2026 | Kestra Advisory Services LLC | 162,442 | $8.18M | 0.0% | +12.8% | 0.931% | |
| 4/28/2026 | Stephens Inc. AR | 6,702 | $337K | 0.0% | -71.4% | 0.038% | |
| 4/27/2026 | World Investment Advisors | 4,634 | $233K | 0.0% | -5.5% | 0.027% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 27,146 | $1.37M | 0.0% | +1.1% | 0.156% | |
| 4/22/2026 | FWG Investments LLC. | 28,875 | $1.45M | 0.9% | -4.0% | 0.165% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 8,240 | $415K | 0.0% | -10.5% | 0.047% | |
| 4/20/2026 | RFG Advisory LLC | 15,456 | $778K | 0.0% | +10.4% | 0.089% | |
| 4/18/2026 | Faithward Advisors LLC | 3,988 | $201K | 0.0% | N/A | 0.023% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 37,727 | $1.90M | 0.1% | +4.2% | 0.216% | |
| 4/17/2026 | Brookstone Capital Management | 13,302 | $669K | 0.0% | -7.7% | 0.076% | |
| 4/16/2026 | Triad Wealth Partners LLC | 4,361 | $219K | 0.0% | N/A | 0.025% | |
| 4/16/2026 | Founders Financial Securities LLC | 28,755 | $1.49M | 0.1% | +9.4% | 0.165% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 21,379 | $1.10M | 0.0% | +76.6% | 0.123% | |
| 3/13/2026 | World Investment Advisors | 4,906 | $253K | 0.0% | N/A | 0.028% | |
| 2/20/2026 | Sunbelt Securities Inc. | 9,225 | $476K | 0.0% | -13.2% | 0.053% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 5,769 | $297K | 0.0% | N/A | 0.033% | |
| 2/18/2026 | NewEdge Advisors LLC | 14,846 | $765K | 0.0% | -8.4% | 0.085% | |
| 2/18/2026 | VestGen Investment Management | 19,157 | $988K | 0.5% | +14.1% | 0.110% | |
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| 2/18/2026 | OLD Mission Capital LLC | 13,127 | $677K | 0.0% | N/A | 0.075% | |
| 2/17/2026 | Cetera Investment Advisers | 381,335 | $19.66M | 0.0% | -7.5% | 2.185% | |
| 2/17/2026 | Osaic Holdings Inc. | 308,536 | $15.91M | 0.0% | -8.3% | 1.768% | |
| 2/17/2026 | American Alpha Advisors LLC | 22,468 | $1.16M | 0.7% | -34.3% | 0.129% | |
| 2/16/2026 | MML Investors Services LLC | 67,038 | $3.46M | 0.0% | +57.3% | 0.384% | |
| 2/16/2026 | Mariner LLC | 17,300 | $892K | 0.0% | -7.7% | 0.099% | |
| 2/16/2026 | Motiv8 Investments LLC | 9,327 | $481K | 0.3% | -4.5% | 0.053% | |
| 2/16/2026 | Integrity Financial Corp WA | 43,472 | $2.24M | 1.1% | +27.2% | 0.249% | |
| 2/16/2026 | Barclays PLC | 2,897 | $149K | 0.0% | N/A | 0.017% | |
| 2/13/2026 | CreativeOne Wealth LLC | 73,219 | $3.78M | 0.1% | +9.4% | 0.420% | |
| 2/13/2026 | Kestra Advisory Services LLC | 143,973 | $7.42M | 0.0% | +3.0% | 0.825% | |
| 2/13/2026 | First Trust Advisors LP | 5,276 | $272K | 0.0% | N/A | 0.030% | |
| 2/13/2026 | Allie Family Office LLC | 5,950 | $307K | 0.1% | -45.5% | 0.034% | |
| 2/12/2026 | Insigneo Advisory Services LLC | 8,619 | $444K | 0.0% | +36.3% | 0.049% | |
| 2/12/2026 | TopTier Wealth Management LLC | 5,755 | $297K | 0.2% | N/A | 0.033% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 298,960 | $15.41M | 0.0% | -2.5% | 1.713% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 18,648 | $961K | 0.3% | +140.3% | 0.107% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 36,746 | $1.90M | 0.0% | +4.3% | 0.211% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 26,852 | $1.38M | 0.0% | +6.7% | 0.154% | |
| 2/11/2026 | LPL Financial LLC | 243,763 | $12.57M | 0.0% | +5.4% | 1.397% | |
| 2/11/2026 | Parallel Advisors LLC | 500 | $26K | 0.0% | N/A | 0.003% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 1,750 | $90K | 0.1% | -38.1% | 0.010% | |
| 2/10/2026 | REAP Financial Group LLC | 138,780 | $7.16M | 1.5% | -1.2% | 0.795% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 4,596 | $237K | 0.0% | N/A | 0.026% | |
| 2/10/2026 | Founders Financial Securities LLC | 26,286 | $1.36M | 0.1% | +13.0% | 0.151% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 18,554 | $957K | 0.0% | +9.0% | 0.106% | |
| 2/9/2026 | Integrity Alliance LLC. | 19,650 | $1.01M | 0.0% | N/A | 0.113% | |
| 2/9/2026 | Bleakley Financial Group LLC | 24,698 | $1.27M | 0.0% | +1.6% | 0.142% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 26,991 | $1.39M | 0.2% | +4.5% | 0.155% | |
| 2/9/2026 | Harbour Investments Inc. | 64,384 | $3.32M | 0.1% | +16.5% | 0.369% | |
| 2/9/2026 | Prospera Financial Services Inc | 68,928 | $3.55M | 0.1% | -3.1% | 0.395% | |
| 2/6/2026 | Ignite Planners LLC | 12,462 | $648K | 0.1% | +13.4% | 0.071% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 5,769 | $297K | 0.0% | N/A | 0.033% | |
| 2/6/2026 | IFP Advisors Inc | 3,372 | $174K | 0.0% | +8.0% | 0.019% | |
| 2/6/2026 | McKinley Carter Wealth Services Inc. | 26,406 | $1.36M | 0.1% | +4.5% | 0.151% | |
| 2/6/2026 | Csenge Advisory Group | 4,631 | $239K | 0.0% | N/A | 0.027% | |
| 2/6/2026 | HighTower Advisors LLC | 8,406 | $433K | 0.0% | +14.2% | 0.048% | |
| 2/5/2026 | Stephens Inc. AR | 23,422 | $1.21M | 0.0% | -34.2% | 0.134% | |
| 2/5/2026 | Schulz Wealth LTD. | 102,053 | $5.26M | 3.4% | -3.7% | 0.585% | |
| 2/5/2026 | Atria Investments Inc | 143,123 | $7.38M | 0.1% | -1.1% | 0.820% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 9,148 | $472K | 0.0% | -21.8% | 0.052% | |
| 2/4/2026 | Topsail Wealth Management LLC | 1,143 | $59K | 0.0% | +35.6% | 0.007% | |
| 2/4/2026 | Sloy Dahl & Holst LLC | 30,482 | $1.57M | 0.2% | -1.9% | 0.175% | |
| 2/3/2026 | FSB Premier Wealth Management Inc. | 21,710 | $1.12M | 0.4% | +7.2% | 0.124% | |
| 2/3/2026 | MGO One Seven LLC | 22,470 | $1.16M | 0.0% | +17.1% | 0.129% | |
| 2/3/2026 | RFG Advisory LLC | 14,006 | $722K | 0.0% | +10.5% | 0.080% | |
| 2/2/2026 | Truist Financial Corp | 26,128 | $1.35M | 0.0% | +35.8% | 0.150% | |
| 1/30/2026 | Citizens Financial Group Inc. RI | 4,038 | $208K | 0.0% | N/A | 0.023% | |
| 1/30/2026 | Strategic Blueprint LLC | 102,612 | $5.29M | 0.3% | +4.0% | 0.588% | |
| 1/29/2026 | Sanctuary Advisors LLC | 18,299 | $943K | 0.0% | +10.9% | 0.105% | |
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| 1/28/2026 | Arbor Capital Management Inc. ADV | 8,235 | $426K | 0.4% | -6.9% | 0.047% | |
| 1/28/2026 | FWG Investments LLC. | 30,069 | $1.55M | 1.0% | +1.0% | 0.172% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 15,655 | $807K | 0.0% | N/A | 0.090% | |
| 1/26/2026 | Merit Financial Group LLC | 21,924 | $1.13M | 0.0% | -42.8% | 0.126% | |
| 1/26/2026 | CWM LLC | 452,254 | $23.32M | 0.1% | +5.3% | 2.592% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,706 | $191K | 0.0% | -29.8% | 0.021% | |
| 1/23/2026 | Assetmark Inc. | 251,276 | $12.96M | 0.0% | +15.7% | 1.440% | |
| 1/23/2026 | Clear Creek Financial Management LLC | 20,179 | $1.04M | 0.1% | +231.9% | 0.116% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 17,686 | $912K | 0.3% | -2.0% | 0.101% | |
| 1/22/2026 | Darwin Wealth Management LLC | 5,769 | $297K | 0.1% | -3.9% | 0.033% | |