| 7/9/2026 | Focus Financial Network Inc. | 10,891 | $460K | 0.0% | -11.6% | 0.048% | |
| 7/8/2026 | Castle Rock Wealth Management LLC | 34,109 | $1.44M | 0.3% | -1.4% | 0.151% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 123,864 | $5.23M | 1.3% | -3.2% | 0.547% | |
| 7/8/2026 | Midwest Financial Network LLC | 6,057 | $256K | 0.2% | -13.4% | 0.027% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 7,642 | $322K | 0.0% | N/A | 0.034% | |
| 7/7/2026 | CoreCap Advisors LLC | 114,078 | $4.81M | 0.1% | +6.5% | 0.504% | |
| 7/7/2026 | City Center Advisors LLC | 18,805 | $794K | 0.6% | -3.0% | 0.083% | |
| 6/23/2026 | MTM Financial Group LLC | 101,465 | $4.04M | 1.9% | -0.9% | 0.448% | |
| 6/4/2026 | Midwest Financial Network LLC | 6,997 | $278K | 0.2% | -9.4% | 0.031% | |
| 6/3/2026 | NewEdge Advisors LLC | 47,406 | $1.89M | 0.0% | -1.8% | 0.209% | |
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| 5/19/2026 | Cornerstone Wealth LLC TN | 27,641 | $1.15M | 0.7% | N/A | 0.122% | |
| 5/19/2026 | NewEdge Advisors LLC | 47,406 | $1.89M | 0.0% | -1.8% | 0.209% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 210,051 | $8.73M | 4.3% | +94.5% | 0.927% | |
| 5/19/2026 | Centaurus Financial Inc. | 32,458 | $1.29M | 0.1% | -19.6% | 0.143% | |
| 5/19/2026 | Arkadios Wealth Advisors | 20,352 | $810K | 0.0% | +29.7% | 0.090% | |
| 5/18/2026 | Talon Private Wealth LLC | 130,889 | $5.21M | 0.7% | N/A | 0.578% | |
| 5/15/2026 | Wealth Alliance LLC | 22,618 | $900K | 0.1% | -5.1% | 0.100% | |
| 5/13/2026 | Cetera Investment Advisers | 274,942 | $10.94M | 0.0% | -2.9% | 1.214% | |
| 5/12/2026 | Bellwether Advisors LLC | 211,427 | $8.42M | 1.4% | +1.0% | 0.933% | |
| 5/6/2026 | FSA Advisors Inc. | 26,227 | $1.04M | 0.7% | -2.9% | 0.116% | |
| 5/6/2026 | Independent Financial Group LLC | 16,843 | $670K | 0.0% | N/A | 0.074% | |
| 5/4/2026 | HBW Advisory Services LLC | 17,082 | $680K | 0.1% | -17.8% | 0.075% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 235,927 | $9.39M | 1.1% | -0.4% | 1.042% | |
| 5/4/2026 | Vantage Point Financial LLC | 24,064 | $958K | 0.3% | -45.5% | 0.106% | |
| 5/2/2026 | Global Assets Advisory LLC | 17,398 | $692K | 0.2% | +112.7% | 0.077% | |
| 5/2/2026 | Valmark Advisers Inc. | 22,903 | $912K | 0.0% | -40.4% | 0.101% | |
| 5/1/2026 | Corrado Advisors LLC | 64,371 | $2.56M | 1.3% | -3.0% | 0.284% | |
| 4/30/2026 | Kestra Advisory Services LLC | 148,908 | $5.93M | 0.0% | -4.3% | 0.657% | |
| 4/29/2026 | WealthPLAN Partners LLC | 16,141 | $642K | 0.1% | +12.6% | 0.071% | |
| 4/29/2026 | Red Crane Wealth Management LLC | 32,581 | $1.30M | 1.1% | -32.7% | 0.144% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 7,231 | $288K | 0.1% | -4.0% | 0.032% | |
| 4/27/2026 | HB Wealth Management LLC | 25,246 | $1.01M | 0.0% | N/A | 0.111% | |
| 4/27/2026 | BIP Wealth LLC | 9,046 | $360K | 0.0% | -24.0% | 0.040% | |
| 4/27/2026 | World Investment Advisors | 81,139 | $3.23M | 0.1% | +13.3% | 0.358% | |
| 4/23/2026 | Catalina Capital Group LLC | 5,086 | $202K | 0.1% | N/A | 0.022% | |
| 4/23/2026 | Continuum Advisory LLC | 24,739 | $985K | 0.1% | -1.9% | 0.109% | |
| 4/23/2026 | Apollon Wealth Management LLC | 39,071 | $1.56M | 0.0% | +0.7% | 0.172% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 71,686 | $2.85M | 0.2% | +97.8% | 0.316% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 303,265 | $12.07M | 0.0% | +2.1% | 1.339% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 17,943 | $741K | 0.0% | -20.5% | 0.079% | |
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| 4/21/2026 | AA Financial Advisors LLC | 206,504 | $8.22M | 1.2% | -1.9% | 0.912% | |
| 4/21/2026 | KFG Wealth Management LLC | 70,973 | $2.83M | 0.4% | +2.0% | 0.313% | |
| 4/20/2026 | RFG Advisory LLC | 32,016 | $1.27M | 0.0% | -1.4% | 0.141% | |
| 4/20/2026 | Riverchase Wealth Management LLC | 9,394 | $374K | 0.2% | N/A | 0.041% | |
| 4/18/2026 | Faithward Advisors LLC | 7,847 | $312K | 0.0% | -18.2% | 0.035% | |
| 4/18/2026 | BCS Wealth Management | 45,978 | $1.83M | 0.4% | -51.0% | 0.203% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 130,889 | $5.21M | 0.4% | +24.6% | 0.578% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 20,056 | $798K | 0.2% | -14.5% | 0.089% | |
| 4/17/2026 | Brookstone Capital Management | 154,037 | $6.13M | 0.1% | -9.7% | 0.680% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 10,875 | $433K | 0.2% | -16.5% | 0.048% | |
| 4/16/2026 | Triad Wealth Partners LLC | 172,043 | $6.85M | 0.5% | +27.2% | 0.760% | |
| 4/16/2026 | Founders Financial Securities LLC | 82,392 | $3.36M | 0.2% | +18.9% | 0.364% | |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 18,676 | $731K | 0.6% | N/A | 0.082% | |
| 3/13/2026 | World Investment Advisors | 71,599 | $2.80M | 0.0% | +161.6% | 0.316% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 40,110 | $1.57M | 1.5% | N/A | 0.177% | |
| 2/18/2026 | Ameriflex Group Inc. | 787 | $31K | 0.0% | -50.0% | 0.003% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 19,563 | $765K | 0.1% | -2.0% | 0.086% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 10,294 | $403K | 0.0% | +12.9% | 0.045% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 150,367 | $5.88M | 0.0% | -10.1% | 0.664% | |
| 2/18/2026 | Opus Financial Solutions LLC | 18,861 | $738K | 0.7% | N/A | 0.083% | |
| 2/18/2026 | Clay Northam Wealth Management LLC | 11,515 | $450K | 0.2% | -3.4% | 0.051% | |
| 2/17/2026 | Cetera Investment Advisers | 283,177 | $11.08M | 0.0% | -1.2% | 1.250% | |
| 2/17/2026 | Osaic Holdings Inc. | 725,517 | $28.38M | 0.0% | -10.3% | 3.203% | |
| 2/17/2026 | Blair William & Co. IL | 259,244 | $10.14M | 0.0% | -3.5% | 1.145% | |
| 2/17/2026 | Rothschild Wealth LLC | 126,332 | $4.94M | 0.5% | N/A | 0.558% | |
| 2/17/2026 | Faithward Advisors LLC | 9,591 | $375K | 0.1% | -7.8% | 0.042% | |
| 2/16/2026 | MML Investors Services LLC | 177,935 | $6.96M | 0.0% | +8.2% | 0.786% | |
| 2/16/2026 | Motiv8 Investments LLC | 147,421 | $5.77M | 3.1% | -23.6% | 0.651% | |
| 2/16/2026 | Focus Partners Wealth | 292,652 | $11.45M | 0.0% | +699.8% | 1.292% | |
| 2/16/2026 | Financial Network Wealth Advisors LLC | 8,875 | $347K | 0.4% | +3.6% | 0.039% | |
| 2/16/2026 | Arax Advisory Partners | 7,316 | $286K | 0.0% | N/A | 0.032% | |
| 2/16/2026 | Barclays PLC | 2,341 | $92K | 0.0% | N/A | 0.010% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 8,723 | $341K | 0.0% | -22.3% | 0.039% | |
| 2/13/2026 | CreativeOne Wealth LLC | 54,494 | $2.13M | 0.1% | +3.0% | 0.241% | |
| 2/13/2026 | Kestra Advisory Services LLC | 155,631 | $6.09M | 0.0% | +2.5% | 0.687% | |
| 2/13/2026 | Visionary Wealth Advisors | 8,332 | $326K | 0.0% | -7.3% | 0.037% | |
| 2/13/2026 | Advyzon Investment Management LLC | 6,004 | $235K | 0.0% | +4.8% | 0.027% | |
| 2/13/2026 | WPWealth LLP | 61,984 | $2.43M | 0.4% | -28.5% | 0.274% | |
| 2/13/2026 | Arkadios Wealth Advisors | 15,692 | $614K | 0.0% | -13.4% | 0.069% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 7,696 | $301K | 0.0% | +5.4% | 0.034% | |
| 2/12/2026 | Hohimer Wealth Management LLC | 6,619 | $259K | 0.0% | N/A | 0.029% | |
| 2/12/2026 | HRT Financial LP | 5,275 | $206K | 0.0% | -21.2% | 0.023% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 213,500 | $8.35M | 0.1% | -3.7% | 0.943% | |
| 2/12/2026 | TopTier Wealth Management LLC | 23,483 | $919K | 0.6% | N/A | 0.104% | |
| 2/12/2026 | Helium Advisors LLC | 17,692 | $692K | 0.7% | -15.1% | 0.078% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 315,620 | $12.35M | 0.0% | -5.2% | 1.393% | |
| 2/12/2026 | JT Stratford LLC | 14,292 | $559K | 0.1% | -4.7% | 0.063% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 4,236 | $166K | 0.0% | +68.4% | 0.019% | |
| 2/12/2026 | WealthPLAN Partners LLC | 14,341 | $561K | 0.1% | N/A | 0.063% | |
| 2/11/2026 | Stirlingshire Investments Inc. | 5,669 | $222K | 0.2% | N/A | 0.025% | |
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| 2/11/2026 | Jessup Wealth Management Inc | 1,449 | $57K | 0.0% | N/A | 0.006% | |
| 2/11/2026 | Fortune Financial Group Inc. | 32,971 | $1.29M | 1.3% | N/A | 0.146% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 297,127 | $11.62M | 0.0% | +0.5% | 1.312% | |
| 2/11/2026 | LPL Financial LLC | 296,444 | $11.60M | 0.0% | +5.8% | 1.309% | |
| 2/11/2026 | Tradition Wealth Management LLC | 202,031 | $7.90M | 0.6% | -3.1% | 0.892% | |
| 2/11/2026 | Straight Path Wealth Management | 30,101 | $1.18M | 0.3% | +1.5% | 0.133% | |
| 2/10/2026 | COFG Advisors LLC | 57,545 | $2.25M | 0.6% | N/A | 0.254% | |
| 2/10/2026 | Gill Capital Partners LLC | 144,835 | $5.67M | 1.7% | -7.6% | 0.639% | |
| 2/10/2026 | Rothschild Wealth LLC | 126,332 | $4.94M | 0.6% | N/A | 0.558% | |
| 2/10/2026 | Founders Financial Securities LLC | 69,310 | $2.71M | 0.2% | +16.9% | 0.306% | |