| 5/4/2026 | Chicago Partners Investment Group LLC | 30,088 | $1.29M | 0.0% | -3.7% | 0.165% | |
| 5/2/2026 | Global Assets Advisory LLC | 15,023 | $628K | 0.1% | -2.5% | 0.082% | |
| 5/2/2026 | Valmark Advisers Inc. | 8,905 | $372K | 0.0% | -31.8% | 0.049% | |
| 5/1/2026 | Corrado Advisors LLC | 39,391 | $1.65M | 0.9% | -2.4% | 0.216% | |
| 4/30/2026 | Kestra Advisory Services LLC | 176,717 | $7.39M | 0.0% | +24.3% | 0.969% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 9,300 | $389K | 0.1% | -3.1% | 0.051% | |
| 4/27/2026 | BIP Wealth LLC | 24,422 | $1.02M | 0.0% | -3.8% | 0.134% | |
| 4/23/2026 | Apollon Wealth Management LLC | 47,122 | $1.97M | 0.0% | N/A | 0.258% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 54,690 | $2.29M | 0.1% | +100.0% | 0.300% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 25,380 | $1.09M | 0.1% | -6.3% | 0.139% | |
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| 4/21/2026 | Berkshire Money Management Inc. | 110,197 | $4.61M | 0.5% | -82.7% | 0.604% | |
| 4/21/2026 | Fiduciary Alliance LLC | 5,179 | $222K | 0.0% | -5.2% | 0.028% | |
| 4/20/2026 | RFG Advisory LLC | 18,607 | $778K | 0.0% | -22.2% | 0.102% | |
| 4/18/2026 | Weaver Capital Management LLC | 117,127 | $4.90M | 1.1% | -0.3% | 0.642% | |
| 4/18/2026 | Faithward Advisors LLC | 9,745 | $408K | 0.1% | -2.7% | 0.053% | |
| 4/18/2026 | BCS Wealth Management | 29,912 | $1.25M | 0.3% | -49.8% | 0.164% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 40,659 | $1.70M | 0.4% | +6.4% | 0.223% | |
| 4/17/2026 | Brookstone Capital Management | 196,692 | $8.23M | 0.1% | -1.5% | 1.079% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 6,450 | $270K | 0.0% | -4.1% | 0.035% | |
| 3/13/2026 | World Investment Advisors | 31,920 | $1.34M | 0.0% | +33.9% | 0.175% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 30,117 | $1.26M | 1.2% | N/A | 0.165% | |
| 2/18/2026 | Ameriflex Group Inc. | 8,955 | $375K | 0.2% | -50.0% | 0.049% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 17,613 | $738K | 0.1% | -1.6% | 0.097% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 96,771 | $4.05M | 0.0% | -3.7% | 0.531% | |
| 2/18/2026 | NewEdge Advisors LLC | 21,157 | $886K | 0.0% | -4.2% | 0.116% | |
| 2/18/2026 | OLD Mission Capital LLC | 31,731 | $1.33M | 0.0% | +14.5% | 0.174% | |
| 2/17/2026 | Cetera Investment Advisers | 237,620 | $9.95M | 0.0% | -6.6% | 1.303% | |
| 2/17/2026 | Osaic Holdings Inc. | 571,392 | $23.93M | 0.0% | -8.1% | 3.134% | |
| 2/17/2026 | Faithward Advisors LLC | 10,014 | $419K | 0.1% | -39.8% | 0.055% | |
| 2/16/2026 | MML Investors Services LLC | 131,124 | $5.49M | 0.0% | +11.4% | 0.719% | |
| 2/16/2026 | Focus Partners Wealth | 449,124 | $18.81M | 0.0% | +717.2% | 2.464% | |
| 2/16/2026 | Arax Advisory Partners | 7,790 | $326K | 0.0% | N/A | 0.043% | |
| 2/16/2026 | Barclays PLC | 3,360 | $141K | 0.0% | -31.3% | 0.018% | |
| 2/13/2026 | CreativeOne Wealth LLC | 26,878 | $1.13M | 0.0% | -14.0% | 0.147% | |
| 2/13/2026 | Kestra Advisory Services LLC | 142,222 | $5.96M | 0.0% | +1.8% | 0.780% | |
| 2/13/2026 | Beck Capital Management LLC | 10,844 | $454K | 0.1% | -7.3% | 0.059% | |
| 2/12/2026 | HRT Financial LP | 20,523 | $859K | 0.0% | N/A | 0.113% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 1,539,298 | $64.47M | 0.1% | -2.4% | 8.444% | |
| 2/12/2026 | Hardworking Capital Advisors LLC | 30,174 | $1.26M | 1.1% | N/A | 0.166% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,707 | $71K | 0.0% | -18.8% | 0.009% | |
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| 2/11/2026 | Janney Montgomery Scott LLC | 31,967 | $1.34M | 0.0% | -4.2% | 0.175% | |
| 2/11/2026 | Fortune Financial Group Inc. | 11,127 | $497K | 0.5% | N/A | 0.061% | |
| 2/11/2026 | LPL Financial LLC | 224,057 | $9.38M | 0.0% | +11.0% | 1.229% | |
| 2/11/2026 | Tradition Wealth Management LLC | 18,924 | $793K | 0.1% | -6.2% | 0.104% | |
| 2/10/2026 | COFG Advisors LLC | 33,421 | $1.40M | 0.3% | N/A | 0.183% | |
| 2/10/2026 | Clear Point Advisors Inc. | 85,661 | $3.59M | 2.8% | -4.5% | 0.470% | |
| 2/10/2026 | Weaver Consulting Group | 106,645 | $4.47M | 1.1% | -0.8% | 0.585% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 10,487 | $439K | 0.0% | -8.3% | 0.058% | |
| 2/9/2026 | Bellwether Advisors LLC | 115,365 | $4.83M | 0.8% | -9.4% | 0.633% | |
| 2/9/2026 | Harbour Investments Inc. | 9,246 | $387K | 0.0% | -62.7% | 0.051% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 1,060 | $44K | 0.0% | N/A | 0.006% | |
| 2/6/2026 | Advisory Alpha LLC | 146,374 | $6.13M | 0.2% | -1.0% | 0.803% | |
| 2/6/2026 | IFP Advisors Inc | 36,169 | $1.52M | 0.0% | +1.9% | 0.198% | |
| 2/6/2026 | RPS Advisory Solutions LLC | 47,161 | $1.98M | 0.9% | -4.7% | 0.259% | |
| 2/6/2026 | Brown Wealth Management LLC | 7,347 | $308K | 0.1% | -77.4% | 0.040% | |
| 2/6/2026 | HighTower Advisors LLC | 425,087 | $17.80M | 0.0% | -1.9% | 2.332% | |
| 2/5/2026 | Blue Water Asset Management | 26,441 | $1.11M | 0.4% | N/A | 0.145% | |
| 2/5/2026 | Phoenix Financial Ltd. | 8,650 | $362K | 0.0% | -12.8% | 0.047% | |
| 2/4/2026 | World Investment Advisors | 31,920 | $1.34M | 0.0% | +33.9% | 0.175% | |
| 2/4/2026 | Money Concepts Capital Corp | 5,098 | $214K | 0.0% | N/A | 0.028% | |
| 2/4/2026 | Ballast Rock Private Wealth LLC | 8,714 | $365K | 0.2% | N/A | 0.048% | |
| 2/3/2026 | RFG Advisory LLC | 23,922 | $1.00M | 0.0% | -13.7% | 0.131% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 12,310 | $516K | 0.5% | N/A | 0.068% | |
| 2/2/2026 | Truist Financial Corp | 134,561 | $5.64M | 0.0% | -5.0% | 0.738% | |
| 2/2/2026 | FSA Advisors Inc. | 12,437 | $523K | 0.1% | +4.6% | 0.068% | |
| 1/30/2026 | Pacific Park Financial Inc. | 21,004 | $880K | 0.5% | N/A | 0.115% | |
| 1/29/2026 | Quest 10 Wealth Builders Inc. | 17,989 | $753K | 0.7% | -2.0% | 0.099% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 8,852 | $371K | 0.0% | +3.5% | 0.049% | |
| 1/27/2026 | Berkshire Money Management Inc. | 637,168 | $26.69M | 2.5% | +0.2% | 3.495% | |
| 1/26/2026 | Merit Financial Group LLC | 25,941 | $1.09M | 0.0% | +151.4% | 0.142% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 38,266 | $1.60M | 0.1% | -1.2% | 0.210% | |
| 1/26/2026 | Cornerstone Wealth Group LLC | 27,090 | $1.14M | 0.1% | -5.8% | 0.149% | |
| 1/26/2026 | BCS Wealth Management | 59,544 | $2.49M | 0.3% | +95.9% | 0.327% | |
| 1/23/2026 | Optima Capital LLC | 712 | $30K | 0.0% | N/A | 0.004% | |
| 1/23/2026 | Galvin Gaustad & Stein LLC | 5,894 | $247K | 0.0% | N/A | 0.032% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 12,067 | $505K | 0.0% | -24.9% | 0.066% | |
| 1/22/2026 | Weaver Capital Management LLC | 117,450 | $4.92M | 1.0% | -14.0% | 0.644% | |
| 1/21/2026 | BIP Wealth LLC | 25,395 | $1.06M | 0.0% | N/A | 0.139% | |
| 1/21/2026 | KFG Wealth Management LLC | 40,117 | $1.68M | 0.2% | -31.8% | 0.220% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 7,920 | $332K | 0.0% | -16.0% | 0.043% | |
| 1/15/2026 | Nikulski Financial Inc. | 13,090 | $548K | 0.1% | -14.6% | 0.072% | |
| 1/15/2026 | Brookstone Capital Management | 199,634 | $8.36M | 0.1% | -78.7% | 1.095% | |
| 1/14/2026 | Lineweaver Wealth Advisors LLC | 300,857 | $12.60M | 1.7% | -0.6% | 1.650% | |
| 1/14/2026 | Southland Equity Partners LLC | 89,718 | $3.76M | 0.7% | -0.4% | 0.492% | |
| 1/13/2026 | CoreCap Advisors LLC | 199,512 | $8.36M | 0.3% | -2.8% | 1.094% | |
| 1/13/2026 | Fort Washington Investment Advisors Inc. OH | 5,670 | $237K | 0.0% | -18.4% | 0.031% | |
| 1/12/2026 | ARS Wealth Advisors Group LLC | 112,827 | $4.73M | 0.4% | -0.8% | 0.619% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 64,194 | $2.70M | 0.0% | -81.9% | 0.352% | |
| 12/2/2025 | IFP Advisors Inc | 35,483 | $1.46M | 0.0% | -17.7% | 0.195% | |
| 11/19/2025 | Faithward Advisors LLC | 16,642 | $685K | 0.1% | +1.9% | 0.091% | |
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| 11/17/2025 | NewEdge Advisors LLC | 22,094 | $909K | 0.0% | -39.7% | 0.121% | |
| 11/17/2025 | Susquehanna International Group LLP | 38,879 | $1.60M | 0.0% | +49.0% | 0.213% | |
| 11/17/2025 | Focus Partners Wealth | 54,962 | $2.26M | 0.0% | -21.4% | 0.301% | |
| 11/17/2025 | Citadel Advisors LLC | 21,887 | $901K | 0.0% | N/A | 0.120% | |
| 11/17/2025 | Alliancebernstein L.P. | 2,923,432 | $120.30M | 0.0% | -0.7% | 16.036% | |
| 11/14/2025 | Raymond James Financial Inc. | 255,655 | $10.52M | 0.0% | -22.9% | 1.402% | |
| 11/14/2025 | Diligent Investors LLC | 17,241 | $709K | 0.2% | -2.3% | 0.095% | |
| 11/13/2025 | CreativeOne Wealth LLC | 31,241 | $1.29M | 0.0% | +1.9% | 0.171% | |
| 11/13/2025 | Ameriflex Group Inc. | 17,910 | $737K | 0.3% | +13,366.2% | 0.098% | |
| 11/13/2025 | Blair William & Co. IL | 97,097 | $4.00M | 0.0% | -0.8% | 0.533% | |