| 7/7/2026 | CoreCap Advisors LLC | 6,199 | $185K | 0.0% | +32.5% | 0.074% | |
| 6/3/2026 | NewEdge Advisors LLC | 26,100 | $759K | 0.0% | -8.7% | 0.310% | |
| 5/19/2026 | Winnow Wealth LLC | 8,712 | $253K | 0.2% | -13.0% | 0.103% | |
| 5/19/2026 | NewEdge Advisors LLC | 26,100 | $759K | 0.0% | -8.7% | 0.310% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 16,447 | $487K | 0.2% | +2.3% | 0.195% | |
| 5/15/2026 | Waverly Advisors LLC | 10,204 | $297K | 0.0% | +7.4% | 0.121% | |
| 5/13/2026 | Cetera Investment Advisers | 39,607 | $1.15M | 0.0% | +4.5% | 0.470% | |
| 5/6/2026 | Independent Financial Group LLC | 14,583 | $424K | 0.0% | N/A | 0.173% | |
| 5/4/2026 | Archer Investment Corp | 8,830 | $257K | 0.1% | +305.0% | 0.105% | |
| 5/4/2026 | Vantage Point Financial LLC | 9,178 | $267K | 0.1% | -3.6% | 0.109% | |
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| 4/30/2026 | Money Concepts Capital Corp | 13,762 | $400K | 0.0% | -80.7% | 0.163% | |
| 4/27/2026 | World Investment Advisors | 39,800 | $1.16M | 0.0% | +26.3% | 0.472% | |
| 4/27/2026 | Private Advisor Group LLC | 10,489 | $305K | 0.0% | N/A | 0.124% | |
| 4/22/2026 | Keystone Financial Group Inc. | 8,609 | $250K | 0.1% | -86.4% | 0.102% | |
| 4/21/2026 | KFG Wealth Management LLC | 25,358 | $737K | 0.1% | +10.8% | 0.301% | |
| 4/18/2026 | Weaver Capital Management LLC | 71,151 | $2.07M | 0.4% | +23.8% | 0.844% | |
| 4/17/2026 | Brookstone Capital Management | 72,950 | $2.12M | 0.0% | -14.9% | 0.865% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 8,626 | $251K | 0.1% | N/A | 0.102% | |
| 4/16/2026 | Triad Wealth Partners LLC | 121,273 | $3.53M | 0.3% | -1.7% | 1.439% | |
| 3/13/2026 | World Investment Advisors | 31,507 | $916K | 0.0% | +28.5% | 0.374% | |
| 2/23/2026 | Sonoma Allocations LLC | 23,150 | $677K | 0.2% | +5.4% | 0.275% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 16,500 | $479K | 0.5% | N/A | 0.196% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 7,613 | $221K | 0.0% | N/A | 0.090% | |
| 2/18/2026 | NewEdge Advisors LLC | 28,600 | $831K | 0.0% | -35.9% | 0.339% | |
| 2/18/2026 | OLD Mission Capital LLC | 11,613 | $337K | 0.0% | -38.3% | 0.138% | |
| 2/17/2026 | Cetera Investment Advisers | 37,889 | $1.10M | 0.0% | -6.8% | 0.449% | |
| 2/17/2026 | Osaic Holdings Inc. | 371,698 | $10.80M | 0.0% | -14.8% | 4.409% | |
| 2/16/2026 | MML Investors Services LLC | 17,321 | $503K | 0.0% | +6.2% | 0.205% | |
| 2/16/2026 | Barclays PLC | 1,203 | $35K | 0.0% | -75.3% | 0.014% | |
| 2/13/2026 | CreativeOne Wealth LLC | 7,609 | $221K | 0.0% | N/A | 0.090% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 54,223 | $1.58M | 0.1% | +0.7% | 0.643% | |
| 2/12/2026 | Jane Street Group LLC | 18,205 | $529K | 0.0% | N/A | 0.216% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 94,610 | $2.75M | 0.0% | -3.2% | 1.122% | |
| 2/12/2026 | Triumph Capital Management | 8,000 | $232K | 0.1% | -6.8% | 0.095% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 299,617 | $8.71M | 0.0% | +0.3% | 3.554% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 4,219 | $123K | 0.0% | +454.4% | 0.050% | |
| 2/11/2026 | GWN Securities Inc. | 19,696 | $572K | 0.1% | +6.3% | 0.234% | |
| 2/11/2026 | Winnow Wealth LLC | 10,019 | $301K | 0.2% | -10.3% | 0.119% | |
| 2/11/2026 | LPL Financial LLC | 22,675 | $659K | 0.0% | +19.4% | 0.269% | |
| 2/11/2026 | Wealthgarden F.S. LLC | 8,535 | $249K | 0.2% | +20.9% | 0.101% | |
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| 2/11/2026 | Lifestyle Asset Management Inc. | 20,097 | $584K | 0.2% | -3.2% | 0.238% | |
| 2/10/2026 | Florida Financial Advisors LLC | 6,988 | $203K | 0.1% | N/A | 0.083% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 7,272 | $211K | 0.0% | N/A | 0.086% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 1,592,645 | $46.28M | 0.7% | +2.0% | 18.893% | |
| 2/9/2026 | Harbour Investments Inc. | 23,945 | $696K | 0.0% | -5.6% | 0.284% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 7,613 | $221K | 0.0% | N/A | 0.090% | |
| 2/6/2026 | Global Retirement Partners LLC | 3,602 | $105K | 0.0% | -38.1% | 0.043% | |
| 2/6/2026 | HighTower Advisors LLC | 250,425 | $7.28M | 0.0% | -0.6% | 2.971% | |
| 2/5/2026 | Aegis Wealth Management Inc. | 9,703 | $282K | 0.2% | N/A | 0.115% | |
| 2/5/2026 | Soltis Investment Advisors LLC | 28,414 | $826K | 0.1% | -92.2% | 0.337% | |
| 2/4/2026 | World Investment Advisors | 31,507 | $916K | 0.0% | +28.5% | 0.374% | |
| 2/4/2026 | Peak Wealth Management LLC | 84,054 | $2.44M | 2.0% | N/A | 0.997% | |
| 2/3/2026 | Encompass More Asset Management | 46,298 | $1.35M | 0.2% | +2.0% | 0.549% | |
| 2/3/2026 | AssuredPartners Investment Advisors LLC | 13,497 | $392K | 0.1% | N/A | 0.160% | |
| 2/2/2026 | Mutual Advisors LLC | 14,261 | $414K | 0.0% | +2.5% | 0.169% | |
| 2/2/2026 | Vantage Point Financial LLC | 9,517 | $277K | 0.1% | N/A | 0.113% | |
| 1/29/2026 | Ashton Thomas Private Wealth LLC | 74,219 | $2.16M | 0.1% | +11.2% | 0.880% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 9,572 | $278K | 0.0% | N/A | 0.114% | |
| 1/26/2026 | Merit Financial Group LLC | 20,817 | $605K | 0.0% | +5.7% | 0.247% | |
| 1/26/2026 | AE Wealth Management LLC | 269,284 | $7.83M | 0.0% | -4.0% | 3.194% | |
| 1/26/2026 | CWM LLC | 223,568 | $6.50M | 0.0% | +29.6% | 2.652% | |
| 1/23/2026 | Farther Finance Advisors LLC | 44,712 | $1.30M | 0.0% | +27.8% | 0.530% | |
| 1/23/2026 | Optima Capital LLC | 3,437 | $100K | 0.0% | N/A | 0.041% | |
| 1/23/2026 | Pinnacle Wealth Management Group Inc. | 10,350 | $301K | 0.2% | -4.6% | 0.123% | |
| 1/23/2026 | Blue Sky Capital Consultants Group Inc. | 22,965 | $667K | 0.3% | -1.7% | 0.272% | |
| 1/23/2026 | Kelly Financial Group LLC | 6,885 | $200K | 0.0% | N/A | 0.082% | |
| 1/22/2026 | Triad Wealth Partners LLC | 123,388 | $3.59M | 0.3% | +144.2% | 1.464% | |
| 1/22/2026 | Weaver Capital Management LLC | 57,477 | $1.67M | 0.4% | +48.3% | 0.682% | |
| 1/21/2026 | KFG Wealth Management LLC | 22,888 | $665K | 0.1% | +3.8% | 0.272% | |
| 1/20/2026 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 22,611 | $657K | 0.0% | -40.1% | 0.268% | |
| 1/16/2026 | BridgePort Financial Solutions LLC | 20,506 | $596K | 0.2% | N/A | 0.243% | |
| 1/16/2026 | Keystone Financial Group Inc. | 63,317 | $1.84M | 1.0% | -5.2% | 0.751% | |
| 1/15/2026 | Brookstone Capital Management | 85,723 | $2.49M | 0.0% | -9.7% | 1.017% | |
| 1/14/2026 | Accurate Wealth Management LLC | 12,821 | $374K | 0.0% | -9.9% | 0.152% | |
| 1/13/2026 | CoreCap Advisors LLC | 4,679 | $136K | 0.0% | +22.6% | 0.056% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 7,761 | $226K | 0.0% | -8.7% | 0.092% | |
| 11/20/2025 | Centaurus Financial Inc. | 70,074 | $2.01M | 0.1% | +6.5% | 0.831% | |
| 11/19/2025 | Sunbelt Securities Inc. | 1,685 | $48K | 0.0% | -36.4% | 0.020% | |
| 11/18/2025 | Advisory Services Network LLC | 3,744 | $107K | 0.0% | N/A | 0.044% | |
| 11/17/2025 | NewEdge Advisors LLC | 44,600 | $1.28M | 0.0% | -10.1% | 0.529% | |
| 11/17/2025 | Susquehanna International Group LLP | 30,120 | $863K | 0.0% | +31.9% | 0.357% | |
| 11/17/2025 | Sykon Capital LLC | 15,605 | $447K | 0.1% | +5.8% | 0.185% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 53,854 | $1.54M | 0.1% | +33.3% | 0.639% | |
| 11/17/2025 | Bank of America Corp DE | 1,000 | $29K | 0.0% | N/A | 0.012% | |
| 11/14/2025 | Raymond James Financial Inc. | 24,666 | $707K | 0.0% | +2.2% | 0.293% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 97,722 | $2.80M | 0.0% | +14.3% | 1.159% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 1,560,730 | $44.72M | 0.7% | -0.8% | 18.514% | |
| 11/7/2025 | Syon Capital LLC | 16,111 | $462K | 0.0% | N/A | 0.191% | |
| 11/7/2025 | HighTower Advisors LLC | 251,822 | $7.22M | 0.0% | -2.9% | 2.987% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 25,000 | $716K | 0.0% | N/A | 0.297% | |
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| 11/5/2025 | Vantage Financial Partners LLC | 28,011 | $803K | 0.2% | +5.3% | 0.332% | |
| 11/5/2025 | HORAN Wealth LLC | 8,000 | $229K | 0.0% | N/A | 0.095% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 62,200 | $1.78M | 0.0% | +47.1% | 0.738% | |
| 11/4/2025 | Ashton Thomas Private Wealth LLC | 66,760 | $1.91M | 0.0% | +222.3% | 0.792% | |
| 11/4/2025 | Money Concepts Capital Corp | 71,433 | $2.05M | 0.1% | +5.6% | 0.847% | |
| 11/4/2025 | Mutual Advisors LLC | 13,908 | $400K | 0.0% | N/A | 0.165% | |
| 11/4/2025 | Winnow Wealth LLC | 11,175 | $324K | 0.3% | N/A | 0.133% | |
| 11/3/2025 | AE Wealth Management LLC | 280,649 | $8.04M | 0.1% | -4.4% | 3.329% | |
| 11/3/2025 | Archer Investment Corp | 2,180 | $62K | 0.0% | +84.7% | 0.026% | |
| 10/30/2025 | Woodard & Co. Asset Management Group Inc. ADV | 1,655 | $47K | 0.0% | -80.2% | 0.020% | |