| 7/1/2026 | Noble Wealth Management PBC | 500 | $25K | 0.0% | -50.0% | 0.002% | |
| 6/23/2026 | MTM Financial Group LLC | 78,689 | $3.63M | 1.7% | +2.4% | 0.268% | |
| 6/4/2026 | Midwest Financial Network LLC | 5,651 | $261K | 0.2% | -74.1% | 0.019% | |
| 6/3/2026 | NewEdge Advisors LLC | 41,292 | $1.91M | 0.0% | +26.9% | 0.140% | |
| 5/19/2026 | GTS Financial LLC | 10,656 | $492K | 0.4% | N/A | 0.036% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 41,602 | $2.01M | 1.1% | N/A | 0.142% | |
| 5/19/2026 | NewEdge Advisors LLC | 41,292 | $1.91M | 0.0% | +26.9% | 0.140% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 62,809 | $3.05M | 1.5% | +98.4% | 0.214% | |
| 5/19/2026 | Centaurus Financial Inc. | 49,949 | $2.30M | 0.1% | +33.2% | 0.170% | |
| 5/19/2026 | Arkadios Wealth Advisors | 35,229 | $1.63M | 0.0% | +222.3% | 0.120% | |
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| 5/18/2026 | Sunbelt Securities Inc. | 10,649 | $491K | 0.0% | +2,630.5% | 0.036% | |
| 5/18/2026 | Talon Private Wealth LLC | 134,804 | $6.22M | 0.8% | N/A | 0.459% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 14,728 | $679K | 0.2% | +18.1% | 0.050% | |
| 5/16/2026 | Jessup Wealth Management Inc | 36,238 | $1.67M | 0.6% | +1.1% | 0.123% | |
| 5/15/2026 | Wealth Alliance LLC | 59,849 | $2.76M | 0.3% | -16.3% | 0.204% | |
| 5/13/2026 | Cetera Investment Advisers | 317,958 | $14.67M | 0.0% | +15.6% | 1.081% | |
| 5/13/2026 | NewEdge Wealth LLC | 11,354 | $524K | 0.0% | N/A | 0.039% | |
| 5/12/2026 | Bellwether Advisors LLC | 282,400 | $13.03M | 2.2% | -3.5% | 0.961% | |
| 5/8/2026 | Atlantic Private Wealth LLC | 9,900 | $457K | 0.3% | N/A | 0.034% | |
| 5/7/2026 | Ascent Wealth Partners LLC | 234,844 | $10.83M | 1.3% | -0.1% | 0.799% | |
| 5/6/2026 | FSA Advisors Inc. | 45,061 | $2.08M | 1.4% | -3.3% | 0.153% | |
| 5/6/2026 | Forty three Eighteen Advisors LLC | 141,958 | $6.55M | 4.9% | +2.7% | 0.483% | |
| 5/6/2026 | Frisch Financial Group Inc. | 6,857 | $316K | 0.1% | N/A | 0.023% | |
| 5/6/2026 | Independent Financial Group LLC | 44,116 | $2.04M | 0.1% | N/A | 0.150% | |
| 5/6/2026 | Helium Advisors LLC | 14,330 | $661K | 0.6% | N/A | 0.049% | |
| 5/5/2026 | Sigma Planning Corp | 7,307 | $337K | 0.0% | -9.5% | 0.025% | |
| 5/4/2026 | Archer Investment Corp | 8,868 | $409K | 0.1% | +26.7% | 0.030% | |
| 5/4/2026 | HBW Advisory Services LLC | 65,508 | $3.02M | 0.3% | +18.7% | 0.223% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 21,231 | $979K | 0.1% | +3.8% | 0.072% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 15,510 | $750K | 0.0% | +9.0% | 0.053% | |
| 5/4/2026 | Vantage Point Financial LLC | 19,433 | $896K | 0.3% | +57.4% | 0.066% | |
| 5/2/2026 | Global Assets Advisory LLC | 738 | $34K | 0.0% | N/A | 0.003% | |
| 5/2/2026 | Valmark Advisers Inc. | 20,063 | $926K | 0.0% | -11.8% | 0.068% | |
| 5/1/2026 | Fifth Third Bancorp | 2,500 | $115K | 0.0% | N/A | 0.009% | |
| 5/1/2026 | Corrado Advisors LLC | 51,086 | $2.36M | 1.2% | -1.7% | 0.174% | |
| 4/30/2026 | Kestra Advisory Services LLC | 194,554 | $8.98M | 0.0% | +43.7% | 0.662% | |
| 4/30/2026 | Personal CFO Solutions LLC | 593,514 | $27.38M | 3.8% | N/A | 2.019% | |
| 4/29/2026 | WealthPLAN Partners LLC | 19,499 | $899K | 0.2% | +9.7% | 0.066% | |
| 4/29/2026 | Red Crane Wealth Management LLC | 38,110 | $1.76M | 1.4% | +2.1% | 0.130% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 12,969 | $598K | 0.1% | -8.4% | 0.044% | |
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| 4/28/2026 | Berger Financial Group Inc | 8,624 | $398K | 0.0% | +8.8% | 0.029% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 40,261 | $1.86M | 0.1% | +83.4% | 0.137% | |
| 4/27/2026 | World Investment Advisors | 54,612 | $2.52M | 0.0% | +16.7% | 0.186% | |
| 4/27/2026 | Private Advisor Group LLC | 5,408 | $249K | 0.0% | +21.5% | 0.018% | |
| 4/24/2026 | Element Squared LLC | 37,821 | $1.75M | 1.0% | -44.8% | 0.129% | |
| 4/23/2026 | Continuum Advisory LLC | 31,463 | $1.45M | 0.1% | -1.3% | 0.107% | |
| 4/23/2026 | Apollon Wealth Management LLC | 86,932 | $4.01M | 0.1% | +135.2% | 0.296% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 81,892 | $3.78M | 0.2% | +132.9% | 0.279% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 243,584 | $11.24M | 0.0% | +6.7% | 0.829% | |
| 4/21/2026 | Crown Wealth Group LLC | 76,464 | $3.53M | 1.0% | +7.8% | 0.260% | |
| 4/21/2026 | Compass Advisory Group LLC | 370,574 | $17.10M | 4.6% | +442.7% | 1.260% | |
| 4/21/2026 | Long Island Wealth Management Inc. | 103,874 | $4.79M | 2.2% | -73.7% | 0.353% | |
| 4/21/2026 | AA Financial Advisors LLC | 177,189 | $8.17M | 1.2% | -2.3% | 0.603% | |
| 4/21/2026 | KFG Wealth Management LLC | 33,851 | $1.56M | 0.2% | +14.7% | 0.115% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 23,706 | $1.09M | 0.1% | +15.5% | 0.081% | |
| 4/18/2026 | Faithward Advisors LLC | 17,176 | $792K | 0.1% | +38.5% | 0.058% | |
| 4/18/2026 | BCS Wealth Management | 26,782 | $1.24M | 0.3% | -50.3% | 0.091% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 110,946 | $5.12M | 0.4% | +26.8% | 0.377% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 11,042 | $509K | 0.1% | +31.0% | 0.038% | |
| 4/17/2026 | Brookstone Capital Management | 758,887 | $35.01M | 0.4% | +522.9% | 2.581% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 9,250 | $427K | 0.2% | N/A | 0.031% | |
| 4/16/2026 | Triad Wealth Partners LLC | 137,141 | $6.33M | 0.5% | +25.7% | 0.466% | |
| 4/16/2026 | Founders Financial Securities LLC | 70,237 | $3.32M | 0.2% | +19.0% | 0.239% | |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 138,248 | $6.50M | 5.1% | N/A | 0.470% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,893 | $183K | 0.0% | +556.5% | 0.013% | |
| 3/13/2026 | World Investment Advisors | 46,795 | $2.20M | 0.0% | +317.2% | 0.159% | |
| 2/23/2026 | Sonoma Allocations LLC | 5,583 | $265K | 0.1% | -45.3% | 0.019% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 123,552 | $5.81M | 5.5% | N/A | 0.420% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 160,745 | $7.56M | 0.1% | +0.8% | 0.547% | |
| 2/18/2026 | NewEdge Advisors LLC | 32,545 | $1.53M | 0.0% | -5.3% | 0.111% | |
| 2/18/2026 | Maia Wealth LLC | 5,936 | $279K | 0.0% | -18.2% | 0.020% | |
| 2/18/2026 | Clay Northam Wealth Management LLC | 22,529 | $1.06M | 0.6% | -3.4% | 0.077% | |
| 2/17/2026 | Cetera Investment Advisers | 275,053 | $12.93M | 0.0% | +4.1% | 0.936% | |
| 2/17/2026 | Osaic Holdings Inc. | 885,169 | $41.62M | 0.1% | -8.3% | 3.011% | |
| 2/17/2026 | Advisory Services Network LLC | 40,795 | $1.92M | 0.0% | +1.9% | 0.139% | |
| 2/17/2026 | Blair William & Co. IL | 397,178 | $18.68M | 0.1% | +15.7% | 1.351% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 9,758 | $459K | 0.1% | -9.3% | 0.033% | |
| 2/17/2026 | Faithward Advisors LLC | 12,398 | $583K | 0.1% | -5.9% | 0.042% | |
| 2/16/2026 | MML Investors Services LLC | 394,834 | $18.57M | 0.0% | +3.9% | 1.343% | |
| 2/16/2026 | Motiv8 Investments LLC | 123,710 | $5.82M | 3.2% | -24.3% | 0.421% | |
| 2/16/2026 | Focus Partners Wealth | 499,828 | $23.50M | 0.0% | +1,350.9% | 1.700% | |
| 2/16/2026 | Financial Network Wealth Advisors LLC | 4,196 | $197K | 0.2% | +6.4% | 0.014% | |
| 2/16/2026 | Arax Advisory Partners | 7,862 | $370K | 0.0% | N/A | 0.027% | |
| 2/13/2026 | CreativeOne Wealth LLC | 60,583 | $2.85M | 0.1% | +17.1% | 0.206% | |
| 2/13/2026 | Kestra Advisory Services LLC | 135,343 | $6.36M | 0.0% | +1.2% | 0.460% | |
| 2/13/2026 | WPWealth LLP | 10,792 | $507K | 0.1% | N/A | 0.037% | |
| 2/13/2026 | Arkadios Wealth Advisors | 10,932 | $514K | 0.0% | -26.7% | 0.037% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 6,376 | $300K | 0.0% | +19.4% | 0.022% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 213,225 | $10.03M | 0.1% | +6.9% | 0.725% | |
| 2/12/2026 | TopTier Wealth Management LLC | 37,556 | $1.77M | 1.2% | N/A | 0.128% | |
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| 2/12/2026 | Commonwealth Equity Services LLC | 546,428 | $25.69M | 0.0% | +0.2% | 1.859% | |
| 2/12/2026 | Hardworking Capital Advisors LLC | 83,386 | $3.92M | 3.6% | N/A | 0.284% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,623,085 | $76.32M | 0.4% | +1,235.6% | 5.521% | |
| 2/12/2026 | WealthPLAN Partners LLC | 17,768 | $835K | 0.1% | +101.0% | 0.060% | |
| 2/12/2026 | Principal Securities Inc. | 71,603 | $3.37M | 0.1% | +13.7% | 0.244% | |
| 2/11/2026 | Stirlingshire Investments Inc. | 4,798 | $226K | 0.2% | N/A | 0.016% | |
| 2/11/2026 | Jessup Wealth Management Inc | 35,850 | $1.69M | 0.6% | -5.8% | 0.122% | |
| 2/11/2026 | Fortune Financial Group Inc. | 65,611 | $3.09M | 3.1% | N/A | 0.223% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 228,188 | $10.73M | 0.0% | +1.9% | 0.776% | |
| 2/11/2026 | GWN Securities Inc. | 10,270 | $483K | 0.1% | +20.9% | 0.035% | |