| 10/14/2026 | Focus Financial Network Inc. | 20,892 | $1.27M | 0.0% | -2.0% | 0.348% | |
| 10/14/2026 | My Personal CFO LLC | 32,000 | $1.94M | 0.7% | -11.1% | 0.533% | |
| 10/14/2026 | Liberty Atlantic Advisors LLC | 10,509 | $638K | 0.4% | -15.3% | 0.175% | |
| 10/14/2026 | Red Crane Wealth Management LLC | 108,301 | $6.57M | 4.6% | +1.2% | 1.805% | |
| 10/8/2026 | CoreCap Advisors LLC | 14,998 | $910K | 0.0% | +10.9% | 0.250% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 39,306 | $2.32M | 0.0% | -36.3% | 0.655% | |
| 9/11/2026 | Bullseye Investment Management LLC | 800 | $47K | 0.0% | N/A | 0.013% | |
| 9/9/2026 | Capital Analysts LLC | 3,058 | $180K | 0.0% | -18.5% | 0.051% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 625 | $37K | 0.0% | N/A | 0.010% | |
| 9/9/2026 | NewEdge Advisors LLC | 414,401 | $24.46M | 0.1% | +3.4% | 6.907% | |
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| 9/9/2026 | IFP Advisors Inc | 22,297 | $1.32M | 0.0% | +9.0% | 0.372% | |
| 9/2/2026 | Citadel Advisors LLC | 19,947 | $1.18M | 0.0% | N/A | 0.332% | |
| 8/25/2026 | Advus Financial Partners LLC | 24,852 | $1.47M | 0.3% | -3.2% | 0.414% | |
| 8/23/2026 | Atlantic Private Wealth LLC | 1,000 | $59K | 0.0% | N/A | 0.017% | |
| 8/22/2026 | NWF Advisory Services Inc. | 4,590 | $271K | 0.0% | -12.5% | 0.077% | |
| 8/21/2026 | Triumph Capital Management | 23,471 | $1.39M | 0.2% | -21.9% | 0.391% | |
| 7/9/2026 | Focus Financial Network Inc. | 21,319 | $1.26M | 0.0% | -10.6% | 0.355% | |
| 7/7/2026 | CoreCap Advisors LLC | 13,518 | $798K | 0.0% | -5.4% | 0.225% | |
| 6/3/2026 | NewEdge Advisors LLC | 400,587 | $21.38M | 0.1% | +1.3% | 6.676% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 136,628 | $7.78M | 4.4% | N/A | 2.277% | |
| 5/19/2026 | NewEdge Advisors LLC | 400,587 | $21.38M | 0.4% | +1.3% | 6.676% | |
| 5/19/2026 | Centaurus Financial Inc. | 2,328 | $124K | 0.0% | N/A | 0.039% | |
| 5/18/2026 | Sunbelt Securities Inc. | 34,625 | $1.85M | 0.1% | +0.9% | 0.577% | |
| 5/13/2026 | Cetera Investment Advisers | 162,348 | $8.67M | 0.0% | +19.4% | 2.706% | |
| 5/6/2026 | FSA Advisors Inc. | 18,056 | $964K | 0.6% | +6.8% | 0.301% | |
| 5/5/2026 | Sigma Planning Corp | 5,092 | $272K | 0.0% | +50.1% | 0.085% | |
| 5/2/2026 | Arlington Capital Management Inc. | 5,280 | $282K | 0.2% | +4.5% | 0.088% | |
| 5/1/2026 | Fifth Third Bancorp | 2,851 | $152K | 0.0% | N/A | 0.048% | |
| 4/30/2026 | Kestra Advisory Services LLC | 224,054 | $11.96M | 0.0% | +166.5% | 3.734% | |
| 4/30/2026 | Personal CFO Solutions LLC | 157,211 | $8.39M | 1.2% | N/A | 2.620% | |
| 4/29/2026 | Red Crane Wealth Management LLC | 107,244 | $5.72M | 4.7% | +6.8% | 1.787% | |
| 4/27/2026 | BIP Wealth LLC | 23,905 | $1.28M | 0.1% | -0.9% | 0.398% | |
| 4/24/2026 | Element Squared LLC | 4,131 | $220K | 0.1% | -59.4% | 0.069% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 452,190 | $24.13M | 0.1% | -0.7% | 7.537% | |
| 4/22/2026 | My Personal CFO LLC | 36,000 | $1.92M | 0.8% | -7.7% | 0.600% | |
| 4/21/2026 | Crown Wealth Group LLC | 38,337 | $2.05M | 0.6% | -1.0% | 0.639% | |
| 4/21/2026 | Long Island Wealth Management Inc. | 112,785 | $6.02M | 2.8% | +17.3% | 1.880% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 13,030 | $695K | 0.1% | N/A | 0.217% | |
| 4/18/2026 | Faithward Advisors LLC | 9,013 | $481K | 0.1% | -7.8% | 0.150% | |
| 4/18/2026 | BCS Wealth Management | 5,372 | $287K | 0.1% | -45.2% | 0.090% | |
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| 4/17/2026 | Certified Advisory Corp | 5,703 | $304K | 0.0% | +4.4% | 0.095% | |
| 4/17/2026 | AdvisorNet Financial Inc | 125,506 | $6.70M | 0.3% | -11.6% | 2.092% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 47,582 | $2.54M | 0.6% | +7.7% | 0.793% | |
| 4/17/2026 | Brookstone Capital Management | 9,583 | $511K | 0.0% | -1.9% | 0.160% | |
| 4/16/2026 | CWC Advisors LLC. | 14,370 | $767K | 0.4% | +50.9% | 0.240% | |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 34,437 | $1.89M | 1.5% | N/A | 0.574% | |
| 2/20/2026 | Sunbelt Securities Inc. | 34,319 | $1.89M | 0.1% | -1.2% | 0.572% | |
| 2/18/2026 | NewEdge Advisors LLC | 395,324 | $21.71M | 0.1% | +6.0% | 6.589% | |
| 2/18/2026 | OLD Mission Capital LLC | 11,854 | $651K | 0.0% | +13.8% | 0.198% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 5,460 | $300K | 0.0% | -13.3% | 0.091% | |
| 2/17/2026 | Cetera Investment Advisers | 136,019 | $7.47M | 0.0% | -11.5% | 2.267% | |
| 2/17/2026 | Osaic Holdings Inc. | 335,201 | $18.41M | 0.0% | -11.3% | 5.587% | |
| 2/17/2026 | Faithward Advisors LLC | 9,774 | $537K | 0.1% | -9.9% | 0.163% | |
| 2/16/2026 | MML Investors Services LLC | 25,755 | $1.41M | 0.0% | -4.0% | 0.429% | |
| 2/13/2026 | CreativeOne Wealth LLC | 22,817 | $1.25M | 0.0% | +5.8% | 0.380% | |
| 2/13/2026 | Kestra Advisory Services LLC | 84,064 | $4.62M | 0.0% | -3.2% | 1.401% | |
| 2/13/2026 | Arkadios Wealth Advisors | 7,331 | $403K | 0.0% | -34.4% | 0.122% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 12,900 | $708K | 0.0% | -16.1% | 0.215% | |
| 2/12/2026 | TopTier Wealth Management LLC | 4,225 | $232K | 0.2% | N/A | 0.070% | |
| 2/12/2026 | Triumph Capital Management | 32,527 | $1.79M | 0.4% | -23.1% | 0.542% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 97,469 | $5.35M | 0.0% | -23.1% | 1.624% | |
| 2/11/2026 | Fortune Financial Group Inc. | 5,036 | $287K | 0.3% | N/A | 0.084% | |
| 2/11/2026 | GWN Securities Inc. | 13,430 | $738K | 0.1% | +5.8% | 0.224% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 455,286 | $25.00M | 0.1% | +1.2% | 7.588% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 44,182 | $2.43M | 0.5% | -0.5% | 0.736% | |
| 2/11/2026 | LPL Financial LLC | 77,874 | $4.28M | 0.0% | +40.8% | 1.298% | |
| 2/11/2026 | Tradition Wealth Management LLC | 96,970 | $5.33M | 0.4% | -3.7% | 1.616% | |
| 2/10/2026 | Corrado Advisors LLC | 5,981 | $328K | 0.2% | N/A | 0.100% | |
| 2/9/2026 | Collaborative Wealth Managment Inc. | 7,632 | $419K | 0.1% | -12.2% | 0.127% | |
| 2/9/2026 | Harbour Investments Inc. | 2,524 | $139K | 0.0% | -50.5% | 0.042% | |
| 2/6/2026 | IFP Advisors Inc | 13,735 | $754K | 0.0% | -2.4% | 0.229% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 4,805 | $264K | 0.0% | -53.5% | 0.080% | |
| 2/5/2026 | Phoenix Financial Ltd. | 12,410 | $679K | 0.0% | -31.7% | 0.207% | |
| 2/4/2026 | Trek Financial LLC | 8,854 | $486K | 0.0% | -2.5% | 0.148% | |
| 2/3/2026 | Red Crane Wealth Management LLC | 100,427 | $5.52M | 4.5% | +0.6% | 1.674% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 12,400 | $681K | 0.7% | N/A | 0.207% | |
| 2/2/2026 | JDM Financial Group LLC | 19,476 | $1.07M | 0.2% | N/A | 0.325% | |
| 2/2/2026 | Truist Financial Corp | 190,766 | $10.48M | 0.0% | +1.2% | 3.179% | |
| 2/2/2026 | FSA Advisors Inc. | 16,899 | $928K | 0.2% | +4.3% | 0.282% | |
| 2/2/2026 | Mutual Advisors LLC | 331,717 | $18.22M | 0.4% | -5.7% | 5.529% | |
| 1/30/2026 | Sigma Planning Corp | 3,392 | $186K | 0.0% | N/A | 0.057% | |
| 1/28/2026 | Crown Wealth Group LLC | 38,724 | $2.13M | 0.6% | +6.9% | 0.645% | |
| 1/27/2026 | PFG Advisors | 17,234 | $946K | 0.0% | -6.0% | 0.287% | |
| 1/26/2026 | CWC Advisors LLC. | 9,521 | $523K | 0.3% | -4.8% | 0.159% | |
| 1/26/2026 | Merit Financial Group LLC | 12,272 | $674K | 0.0% | +22.2% | 0.205% | |
| 1/26/2026 | BCS Wealth Management | 9,800 | $538K | 0.1% | +100.0% | 0.163% | |
| 1/23/2026 | Retirement Guys Formula LLC | 3,847 | $211K | 0.1% | N/A | 0.064% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 5,421 | $298K | 0.0% | +9.3% | 0.090% | |
| 1/23/2026 | Altfest L J & Co. Inc. | 7,056 | $388K | 0.0% | -32.5% | 0.118% | |
| 1/23/2026 | Diligent Investors LLC | 51,159 | $2.81M | 0.7% | +12.0% | 0.853% | |
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| 1/23/2026 | DHJJ Financial Advisors Ltd. | 30,493 | $1.68M | 0.6% | -3.9% | 0.508% | |
| 1/21/2026 | BIP Wealth LLC | 24,129 | $1.33M | 0.0% | N/A | 0.402% | |
| 1/21/2026 | Long Island Wealth Management Inc. | 96,174 | $5.28M | 2.5% | -0.5% | 1.603% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 4,670 | $256K | 0.0% | -6.2% | 0.078% | |
| 1/20/2026 | AdvisorNet Financial Inc | 141,981 | $7.80M | 0.4% | -12.7% | 2.366% | |
| 1/20/2026 | Element Squared LLC | 10,168 | $558K | 0.3% | -47.3% | 0.169% | |
| 1/16/2026 | CRA Financial Services LLC | 6,810 | $374K | 0.0% | -7.8% | 0.114% | |
| 1/15/2026 | My Personal CFO LLC | 39,000 | $2.14M | 0.9% | N/A | 0.650% | |
| 1/15/2026 | Brookstone Capital Management | 9,773 | $537K | 0.0% | -1.9% | 0.163% | |
| 1/13/2026 | CoreCap Advisors LLC | 10,987 | $603K | 0.0% | -3.6% | 0.183% | |