| 10/8/2026 | Farther Finance Advisors LLC | 2,555 | $52K | 0.0% | +1,448.5% | 0.022% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 18,095 | $381K | 0.0% | -4.8% | 0.157% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 1,341,776 | $28.26M | 0.0% | +9.7% | 11.668% | |
| 9/11/2026 | Bullseye Investment Management LLC | 219,709 | $4.63M | 2.3% | N/A | 1.911% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 218,594 | $4.60M | 0.0% | +96.3% | 1.901% | |
| 9/9/2026 | NewEdge Advisors LLC | 76,743 | $1.62M | 0.0% | +90.0% | 0.667% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 87,337 | $1.84M | 0.0% | +129.2% | 0.759% | |
| 8/22/2026 | Legacy Wealth Managment LLC ID | 22,164 | $467K | 0.2% | +20.6% | 0.193% | |
| 8/21/2026 | Smallwood Wealth Investment Management LLC | 5,494 | $116K | 0.1% | N/A | 0.048% | |
| 8/21/2026 | XML Financial LLC | 323,020 | $6.80M | 0.5% | +4.5% | 2.809% | |
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| 8/21/2026 | Luken Investment Analytics LLC | 22,026 | $464K | 0.2% | -97.1% | 0.192% | |
| 8/21/2026 | Triumph Capital Management | 32,027 | $674K | 0.1% | +15.8% | 0.278% | |
| 8/20/2026 | Proficio Capital Partners LLC | 8,140 | $171K | 0.0% | N/A | 0.071% | |
| 7/10/2026 | G&S Capital LLC | 12,410 | $261K | 0.1% | +11.1% | 0.108% | |
| 7/9/2026 | Allied Private Wealth LLC | 8,806 | $184K | 0.1% | N/A | 0.077% | |
| 7/8/2026 | Foresight Capital Management Advisors Inc. | 133,196 | $2.81M | 1.4% | +19.7% | 1.158% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 22,798 | $480K | 0.0% | +31.7% | 0.198% | |
| 6/25/2026 | Hamilton Wealth LLC | 33,531 | $856K | 0.2% | -12.3% | 0.292% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 23,260 | $594K | 0.0% | +4.2% | 0.202% | |
| 6/3/2026 | NewEdge Advisors LLC | 40,390 | $1.03M | 0.0% | +468.9% | 0.351% | |
| 5/19/2026 | Western Wealth Management LLC | 2,971 | $76K | 0.0% | N/A | 0.026% | |
| 5/19/2026 | NewEdge Advisors LLC | 9,515 | $243K | 0.0% | +34.0% | 0.083% | |
| 5/19/2026 | Hamilton Wealth LLC | 67,062 | $1.71M | 0.1% | +75.4% | 0.583% | |
| 5/19/2026 | Centaurus Financial Inc. | 31,543 | $805K | 0.0% | +6.5% | 0.274% | |
| 5/19/2026 | Arkadios Wealth Advisors | 18,507 | $472K | 0.0% | +9.9% | 0.161% | |
| 5/14/2026 | Compound Planning Inc. | 27,174 | $694K | 0.0% | +3.1% | 0.236% | |
| 5/13/2026 | Cetera Investment Advisers | 552,819 | $14.11M | 0.0% | +19.9% | 4.807% | |
| 5/13/2026 | First Trust Advisors LP | 38,421 | $981K | 0.0% | +14.8% | 0.334% | |
| 5/12/2026 | Insight Advisors LLC PA | 167,358 | $4.27M | 0.8% | +3.0% | 1.455% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 18,381 | $469K | 0.2% | +83,450.0% | 0.160% | |
| 5/6/2026 | Independent Financial Group LLC | 134,936 | $3.45M | 0.1% | N/A | 1.173% | |
| 5/5/2026 | Rockport Wealth LLC | 66,761 | $1.70M | 0.3% | N/A | 0.581% | |
| 5/5/2026 | D.A. Davidson & CO. | 45,400 | $1.16M | 0.0% | +9.5% | 0.395% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 17,709 | $452K | 0.2% | +10.3% | 0.154% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 2,678 | $68K | 0.0% | +18.6% | 0.023% | |
| 5/5/2026 | Sanctuary Advisors LLC | 179,505 | $4.58M | 0.0% | -10.8% | 1.561% | |
| 5/5/2026 | Sigma Planning Corp | 37,222 | $950K | 0.0% | -30.4% | 0.324% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 17,304 | $442K | 0.1% | +8.0% | 0.150% | |
| 5/1/2026 | Corrado Advisors LLC | 84,920 | $2.17M | 1.1% | -10.3% | 0.738% | |
| 4/30/2026 | Torren Management LLC | 2,005 | $51K | 0.0% | N/A | 0.017% | |
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| 4/30/2026 | Greenwood Capital Associates LLC | 20,336 | $519K | 0.1% | +29.7% | 0.177% | |
| 4/29/2026 | Walser Wealth Management Company A Ltd Liability Co | 44,163 | $1.13M | 0.5% | -7.6% | 0.384% | |
| 4/28/2026 | Stephens Inc. AR | 11,848 | $302K | 0.0% | N/A | 0.103% | |
| 4/27/2026 | HB Wealth Management LLC | 8,020 | $205K | 0.0% | N/A | 0.070% | |
| 4/27/2026 | World Investment Advisors | 61,454 | $1.57M | 0.0% | +41.1% | 0.534% | |
| 4/27/2026 | Private Advisor Group LLC | 41,200 | $1.05M | 0.0% | +160.9% | 0.358% | |
| 4/24/2026 | Columbia Advisory Partners LLC | 12,627 | $322K | 0.2% | -19.4% | 0.110% | |
| 4/23/2026 | Horizon Advisory Services Inc. | 12,657 | $323K | 0.2% | -6.6% | 0.110% | |
| 4/21/2026 | Independent Wealth Network Inc. | 23,918 | $611K | 0.2% | +7.1% | 0.208% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 8,764 | $224K | 0.0% | N/A | 0.076% | |
| 4/17/2026 | XML Financial LLC | 308,983 | $7.89M | 0.6% | +8.7% | 2.687% | |
| 4/17/2026 | Brookstone Capital Management | 18,430 | $471K | 0.0% | +31.6% | 0.160% | |
| 4/16/2026 | Balboa Wealth Partners | 13,955 | $356K | 0.1% | -2.7% | 0.121% | |
| 3/13/2026 | World Investment Advisors | 43,547 | $1.09M | 0.0% | N/A | 0.379% | |
| 3/4/2026 | SHP Wealth Management | 79,708 | $1.99M | 0.2% | N/A | 0.693% | |
| 2/23/2026 | Walser Wealth Management Company A Ltd Liability Co | 47,803 | $1.20M | 0.6% | N/A | 0.416% | |
| 2/19/2026 | Hamilton Wealth LLC | 38,240 | $956K | 0.2% | +6.1% | 0.333% | |
| 2/19/2026 | Compound Planning Inc. | 26,363 | $659K | 0.0% | -5.4% | 0.229% | |
| 2/18/2026 | Prostatis Group LLC | 109,101 | $2.73M | 0.7% | -12.0% | 0.949% | |
| 2/18/2026 | OLD Mission Capital LLC | 37,355 | $934K | 0.0% | +23.1% | 0.325% | |
| 2/18/2026 | Asset One Wealth Management LLC | 90,938 | $2.34M | 0.3% | N/A | 0.791% | |
| 2/17/2026 | Cetera Investment Advisers | 461,088 | $11.53M | 0.0% | +21.2% | 4.009% | |
| 2/17/2026 | Osaic Holdings Inc. | 350,999 | $8.78M | 0.0% | +7.2% | 3.052% | |
| 2/17/2026 | Advisory Services Network LLC | 11,829 | $296K | 0.0% | +9.2% | 0.103% | |
| 2/17/2026 | &PARTNERS | 17,090 | $427K | 0.0% | N/A | 0.149% | |
| 2/16/2026 | MML Investors Services LLC | 20,525 | $513K | 0.0% | +43.3% | 0.178% | |
| 2/16/2026 | Mariner LLC | 32,230 | $806K | 0.0% | N/A | 0.280% | |
| 2/13/2026 | Kestra Advisory Services LLC | 751,169 | $18.79M | 0.1% | +2.7% | 6.532% | |
| 2/13/2026 | Arkadios Wealth Advisors | 16,841 | $421K | 0.0% | +18.0% | 0.146% | |
| 2/13/2026 | First Trust Advisors LP | 33,454 | $837K | 0.0% | +74.6% | 0.291% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 39,820 | $996K | 0.0% | +136.6% | 0.346% | |
| 2/12/2026 | Triumph Capital Management | 2,023 | $51K | 0.0% | +574.3% | 0.018% | |
| 2/12/2026 | Hilton Capital Management LLC | 603,486 | $15.09M | 1.1% | +157.5% | 5.248% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 378,815 | $9.47M | 0.0% | +866.5% | 3.294% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 44,747 | $1.12M | 0.0% | N/A | 0.389% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 164,698 | $4.12M | 0.0% | +31.8% | 1.432% | |
| 2/11/2026 | Insight Advisors LLC PA | 162,555 | $4.07M | 0.6% | +9.7% | 1.414% | |
| 2/11/2026 | LPL Financial LLC | 1,522,405 | $38.08M | 0.0% | +36.3% | 13.238% | |
| 2/11/2026 | XML Financial LLC | 284,164 | $7.11M | 0.6% | +6.9% | 2.471% | |
| 2/10/2026 | Calton & Associates Inc. | 8,297 | $207K | 0.0% | -4.4% | 0.072% | |
| 2/10/2026 | Corrado Advisors LLC | 94,722 | $2.37M | 1.2% | -10.3% | 0.824% | |
| 2/10/2026 | Novak & Powell Financial Services Inc. | 18,600 | $465K | 0.2% | +30.1% | 0.162% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 77,386 | $1.94M | 0.0% | +11.6% | 0.673% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 32,743 | $819K | 0.0% | +4.3% | 0.285% | |
| 2/9/2026 | Collaborative Wealth Managment Inc. | 16,062 | $402K | 0.1% | N/A | 0.140% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 99,089 | $2.48M | 0.1% | +16.3% | 0.862% | |
| 2/9/2026 | Harbour Investments Inc. | 24,218 | $606K | 0.0% | +7.2% | 0.211% | |
| 2/9/2026 | Global Assets Advisory LLC | 11,827 | $296K | 0.1% | +30.5% | 0.103% | |
| 2/9/2026 | Prospera Financial Services Inc | 13,593 | $340K | 0.0% | N/A | 0.118% | |
| 2/6/2026 | 3EDGE Asset Management LP | 153,053 | $3.83M | 0.2% | +5.2% | 1.331% | |
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| 2/6/2026 | HighTower Advisors LLC | 75,095 | $1.88M | 0.0% | +1.6% | 0.653% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 20,904 | $523K | 0.0% | N/A | 0.182% | |
| 2/5/2026 | Intrua Financial LLC | 13,201 | $330K | 0.0% | N/A | 0.115% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 42,035 | $1.05M | 0.0% | +29.9% | 0.366% | |
| 2/4/2026 | World Investment Advisors | 43,547 | $1.09M | 0.0% | N/A | 0.379% | |
| 2/3/2026 | Luken Investment Analytics LLC | 849,185 | $21.24M | 8.4% | +0.6% | 7.384% | |
| 2/3/2026 | Encompass More Asset Management | 24,389 | $610K | 0.1% | N/A | 0.212% | |
| 2/3/2026 | SBI Securities Co. Ltd. | 8,637 | $216K | 0.0% | +275.5% | 0.075% | |
| 2/2/2026 | Truist Financial Corp | 903,290 | $22.59M | 0.0% | +1.8% | 7.855% | |
| 2/2/2026 | Benjamin Edwards Inc. | 93,972 | $2.35M | 0.0% | +494.9% | 0.817% | |