| 7/1/2026 | Noble Wealth Management PBC | 47,155 | $2.16M | 1.0% | -10.9% | 0.177% | |
| 6/23/2026 | MTM Financial Group LLC | 50,204 | $2.13M | 1.0% | +0.8% | 0.189% | |
| 6/3/2026 | NewEdge Advisors LLC | 52,231 | $2.22M | 0.0% | -8.8% | 0.196% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 23,794 | $1.01M | 0.1% | N/A | 0.089% | |
| 5/19/2026 | GTS Financial LLC | 127,194 | $5.41M | 3.9% | N/A | 0.478% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 6,722 | $300K | 0.2% | N/A | 0.025% | |
| 5/19/2026 | NewEdge Advisors LLC | 52,231 | $2.22M | 0.0% | -8.8% | 0.196% | |
| 5/19/2026 | Arkadios Wealth Advisors | 28,614 | $1.22M | 0.0% | +7.6% | 0.107% | |
| 5/18/2026 | Talon Private Wealth LLC | 27,560 | $1.17M | 0.2% | N/A | 0.103% | |
| 5/15/2026 | Wealth Alliance LLC | 37,391 | $1.59M | 0.2% | -3.4% | 0.140% | |
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| 5/13/2026 | Cetera Investment Advisers | 295,846 | $12.57M | 0.0% | -15.1% | 1.111% | |
| 5/12/2026 | Bellwether Advisors LLC | 240,852 | $10.24M | 1.7% | -3.2% | 0.904% | |
| 5/8/2026 | Atlantic Private Wealth LLC | 15,451 | $657K | 0.4% | +1,661.8% | 0.058% | |
| 5/7/2026 | Ascent Wealth Partners LLC | 31,751 | $1.35M | 0.2% | -3.5% | 0.119% | |
| 5/6/2026 | Independent Financial Group LLC | 65,205 | $2.77M | 0.1% | N/A | 0.245% | |
| 5/5/2026 | Sigma Planning Corp | 9,925 | $422K | 0.0% | -3.9% | 0.037% | |
| 5/2/2026 | Global Assets Advisory LLC | 2,197 | $93K | 0.0% | N/A | 0.008% | |
| 5/2/2026 | Diversify Wealth Management LLC | 9,026 | $403K | 0.0% | N/A | 0.034% | |
| 5/2/2026 | Valmark Advisers Inc. | 20,738 | $881K | 0.0% | -19.9% | 0.078% | |
| 5/1/2026 | Corrado Advisors LLC | 77,896 | $3.31M | 1.7% | -1.5% | 0.293% | |
| 4/30/2026 | ATX Financial Planning LLC | 5,603 | $238K | 0.2% | -19.5% | 0.021% | |
| 4/30/2026 | Kestra Advisory Services LLC | 315,262 | $13.40M | 0.1% | +19.3% | 1.184% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 115,481 | $4.91M | 0.5% | -24.7% | 0.434% | |
| 4/27/2026 | World Investment Advisors | 17,443 | $741K | 0.0% | +24.8% | 0.066% | |
| 4/23/2026 | Catalina Capital Group LLC | 126,094 | $5.36M | 3.2% | +7.2% | 0.474% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 64,464 | $2.74M | 0.2% | +108.6% | 0.242% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 130,409 | $5.54M | 0.0% | +4.7% | 0.490% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 10,708 | $475K | 0.0% | -2.3% | 0.040% | |
| 4/22/2026 | Keystone Financial Group Inc. | 1,826 | $78K | 0.0% | -81.4% | 0.007% | |
| 4/21/2026 | Long Island Wealth Management Inc. | 25,724 | $1.09M | 0.5% | -3.0% | 0.097% | |
| 4/21/2026 | KFG Wealth Management LLC | 84,091 | $3.57M | 0.5% | +6.8% | 0.316% | |
| 4/18/2026 | Weaver Capital Management LLC | 67,710 | $2.88M | 0.6% | -1.4% | 0.254% | |
| 4/18/2026 | BCS Wealth Management | 52,045 | $2.21M | 0.5% | -50.4% | 0.195% | |
| 4/17/2026 | First City Capital Management Inc. | 21,810 | $927K | 0.5% | -3.0% | 0.082% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 69,623 | $2.96M | 0.7% | -37.2% | 0.261% | |
| 4/17/2026 | Brookstone Capital Management | 830,456 | $35.29M | 0.4% | -1.2% | 3.118% | |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 29,324 | $1.27M | 1.0% | N/A | 0.110% | |
| 3/13/2026 | World Investment Advisors | 13,982 | $607K | 0.0% | +6.4% | 0.053% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 15,456 | $670K | 0.6% | N/A | 0.058% | |
| 2/19/2026 | ATX Financial Planning LLC | 6,959 | $302K | 0.2% | N/A | 0.026% | |
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| 2/18/2026 | Ameriflex Group Inc. | 5,969 | $259K | 0.1% | -50.0% | 0.022% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 106,359 | $4.61M | 0.8% | +14.1% | 0.399% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 176,952 | $7.68M | 0.1% | +10.3% | 0.664% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 800 | $35K | 0.0% | N/A | 0.003% | |
| 2/18/2026 | IHT Wealth Management LLC | 4,769 | $208K | 0.0% | N/A | 0.018% | |
| 2/18/2026 | Clay Northam Wealth Management LLC | 11,200 | $486K | 0.3% | +58.9% | 0.042% | |
| 2/17/2026 | AQR Capital Management LLC | 9,479 | $411K | 0.0% | +75.2% | 0.036% | |
| 2/17/2026 | Cetera Investment Advisers | 348,330 | $15.11M | 0.0% | +19.3% | 1.308% | |
| 2/17/2026 | Osaic Holdings Inc. | 786,638 | $34.12M | 0.0% | -38.3% | 2.954% | |
| 2/17/2026 | Advisory Services Network LLC | 36,992 | $1.61M | 0.0% | +3.5% | 0.139% | |
| 2/17/2026 | Captrust Financial Advisors | 44,543 | $1.93M | 0.0% | +174.3% | 0.167% | |
| 2/17/2026 | Blair William & Co. IL | 755,492 | $32.77M | 0.1% | +1.5% | 2.837% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 13,212 | $573K | 0.1% | +3.3% | 0.050% | |
| 2/16/2026 | MML Investors Services LLC | 140,124 | $6.08M | 0.0% | +65.7% | 0.526% | |
| 2/16/2026 | Mariner LLC | 123,009 | $5.34M | 0.0% | -20.7% | 0.462% | |
| 2/16/2026 | Focus Partners Wealth | 1,112,771 | $48.27M | 0.1% | +4,413.2% | 4.179% | |
| 2/16/2026 | Financial Network Wealth Advisors LLC | 2,437 | $106K | 0.1% | +10.5% | 0.009% | |
| 2/16/2026 | Arax Advisory Partners | 8,077 | $350K | 0.0% | N/A | 0.030% | |
| 2/13/2026 | CreativeOne Wealth LLC | 23,382 | $1.01M | 0.0% | +21.7% | 0.088% | |
| 2/13/2026 | Kestra Advisory Services LLC | 264,368 | $11.47M | 0.0% | +11.8% | 0.993% | |
| 2/13/2026 | Visionary Wealth Advisors | 23,435 | $1.02M | 0.0% | -2.0% | 0.088% | |
| 2/13/2026 | Arkadios Wealth Advisors | 26,595 | $1.15M | 0.0% | +354.1% | 0.100% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 5,068 | $220K | 0.0% | -35.6% | 0.019% | |
| 2/12/2026 | Jane Street Group LLC | 46,437 | $2.01M | 0.0% | +605.3% | 0.174% | |
| 2/12/2026 | TopTier Wealth Management LLC | 19,310 | $838K | 0.6% | N/A | 0.073% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 661,697 | $28.70M | 0.0% | +12.0% | 2.485% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 69,833 | $3.03M | 0.0% | +1.7% | 0.262% | |
| 2/11/2026 | Jessup Wealth Management Inc | 3,870 | $168K | 0.1% | -37.5% | 0.015% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 124,609 | $5.41M | 0.0% | +24.5% | 0.468% | |
| 2/11/2026 | Fortune Financial Group Inc. | 56,677 | $2.47M | 2.5% | N/A | 0.213% | |
| 2/11/2026 | Capital Analysts LLC | 84,937 | $3.68M | 0.1% | -32.1% | 0.319% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 110,881 | $4.81M | 1.1% | +0.3% | 0.416% | |
| 2/11/2026 | Cerity Partners LLC | 66,269 | $2.88M | 0.0% | +2.7% | 0.249% | |
| 2/11/2026 | LPL Financial LLC | 628,763 | $27.28M | 0.0% | +17.4% | 2.361% | |
| 2/11/2026 | Tradition Wealth Management LLC | 48,580 | $2.11M | 0.2% | +6.5% | 0.182% | |
| 2/11/2026 | Atlantic Private Wealth LLC | 877 | $38K | 0.0% | N/A | 0.003% | |
| 2/11/2026 | XML Financial LLC | 5,810 | $252K | 0.0% | N/A | 0.022% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 4,309 | $187K | 0.2% | N/A | 0.016% | |
| 2/10/2026 | Goldstein Advisors LLC | 4,679 | $203K | 0.0% | N/A | 0.018% | |
| 2/10/2026 | Calton & Associates Inc. | 7,738 | $336K | 0.0% | +28.7% | 0.029% | |
| 2/10/2026 | COFG Advisors LLC | 5,268 | $229K | 0.1% | N/A | 0.020% | |
| 2/10/2026 | Gill Capital Partners LLC | 116,124 | $5.04M | 1.5% | +7.8% | 0.436% | |
| 2/10/2026 | NewCorp Financial Services Inc. | 15,538 | $674K | 0.6% | N/A | 0.058% | |
| 2/10/2026 | Weaver Consulting Group | 55,106 | $2.39M | 0.6% | +0.9% | 0.207% | |
| 2/10/2026 | Corrado Advisors LLC | 79,075 | $3.43M | 1.7% | +10.9% | 0.297% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 46,156 | $2.00M | 0.0% | -77.8% | 0.173% | |
| 2/9/2026 | TrustBank | 17,346 | $752K | 0.3% | N/A | 0.065% | |
| 2/9/2026 | Valtinson Bruner Financial Planning LLC | 9,038 | $392K | 0.1% | +3.3% | 0.034% | |
| 2/9/2026 | Integrity Alliance LLC. | 4,698 | $204K | 0.0% | N/A | 0.018% | |
| 2/9/2026 | Integrity Advisory Solutions LLC | 13,195 | $572K | 0.1% | N/A | 0.050% | |
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| 2/9/2026 | Bellwether Advisors LLC | 248,755 | $10.79M | 1.7% | +25.0% | 0.934% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 2,018 | $88K | 0.0% | -12.4% | 0.008% | |
| 2/9/2026 | Harbour Investments Inc. | 50,123 | $2.17M | 0.0% | -9.6% | 0.188% | |
| 2/9/2026 | William Mack & Associates Inc. | 4,760 | $206K | 0.1% | N/A | 0.018% | |
| 2/9/2026 | Coldstream Capital Management Inc. | 6,162 | $267K | 0.0% | -42.1% | 0.023% | |
| 2/6/2026 | Advisory Alpha LLC | 12,030 | $522K | 0.0% | -58.9% | 0.045% | |
| 2/6/2026 | IFP Advisors Inc | 32,413 | $1.41M | 0.0% | -17.1% | 0.122% | |
| 2/6/2026 | Brown Wealth Management LLC | 11,292 | $490K | 0.1% | -62.8% | 0.042% | |
| 2/6/2026 | HighTower Advisors LLC | 520,988 | $22.60M | 0.0% | +3.7% | 1.956% | |
| 2/5/2026 | Soltis Investment Advisors LLC | 264,142 | $11.46M | 0.7% | +4.9% | 0.992% | |