| 6/23/2026 | MTM Financial Group LLC | 77,878 | $3.48M | 1.6% | -3.4% | 0.492% | |
| 6/3/2026 | NewEdge Advisors LLC | 50,507 | $2.25M | 0.0% | -5.3% | 0.319% | |
| 5/21/2026 | JDM Financial Group LLC | 2,339 | $104K | 0.0% | N/A | 0.015% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 93,238 | $4.35M | 2.5% | N/A | 0.589% | |
| 5/19/2026 | NewEdge Advisors LLC | 50,507 | $2.25M | 0.0% | -5.3% | 0.319% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 122,807 | $5.75M | 2.8% | +36.2% | 0.776% | |
| 5/19/2026 | Arkadios Wealth Advisors | 10,355 | $462K | 0.0% | +26.7% | 0.065% | |
| 5/18/2026 | Sunbelt Securities Inc. | 3,676 | $164K | 0.0% | N/A | 0.023% | |
| 5/16/2026 | Jessup Wealth Management Inc | 22,248 | $993K | 0.4% | +20.4% | 0.141% | |
| 5/15/2026 | Wealth Alliance LLC | 87,241 | $3.89M | 0.4% | +4.3% | 0.551% | |
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| 5/13/2026 | Cetera Investment Advisers | 259,671 | $11.59M | 0.0% | +1.4% | 1.640% | |
| 5/12/2026 | Bellwether Advisors LLC | 129,828 | $5.79M | 1.0% | +24.7% | 0.820% | |
| 5/7/2026 | Florida Financial Advisors LLC | 6,766 | $302K | 0.1% | N/A | 0.043% | |
| 5/7/2026 | Ascent Wealth Partners LLC | 35,852 | $1.60M | 0.2% | +27.8% | 0.226% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 783 | $35K | 0.0% | +56.6% | 0.005% | |
| 5/6/2026 | FSA Advisors Inc. | 22,408 | $1M | 0.7% | +2.3% | 0.142% | |
| 5/6/2026 | Forty three Eighteen Advisors LLC | 6,657 | $297K | 0.2% | N/A | 0.042% | |
| 5/6/2026 | Independent Financial Group LLC | 6,996 | $312K | 0.0% | N/A | 0.044% | |
| 5/5/2026 | Sigma Planning Corp | 8,202 | $366K | 0.0% | -12.9% | 0.052% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 7,361 | $328K | 0.0% | -13.5% | 0.047% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 9,279 | $433K | 0.0% | -23.5% | 0.059% | |
| 5/4/2026 | Vantage Point Financial LLC | 28,625 | $1.28M | 0.4% | N/A | 0.181% | |
| 5/2/2026 | Global Assets Advisory LLC | 55,936 | $2.50M | 0.6% | +13.7% | 0.353% | |
| 5/2/2026 | Diversify Wealth Management LLC | 71,127 | $3.32M | 0.1% | N/A | 0.449% | |
| 5/2/2026 | Valmark Advisers Inc. | 64,525 | $2.88M | 0.0% | +15.4% | 0.408% | |
| 5/2/2026 | Vestment Financial LLC | 5,460 | $254K | 0.1% | +9.7% | 0.034% | |
| 5/1/2026 | Corrado Advisors LLC | 43,907 | $1.96M | 1.0% | +79.6% | 0.277% | |
| 4/30/2026 | Millstone Evans Group LLC | 3,404 | $152K | 0.1% | -19.5% | 0.022% | |
| 4/30/2026 | Kestra Advisory Services LLC | 255,499 | $11.40M | 0.0% | +40.5% | 1.614% | |
| 4/29/2026 | Clay Northam Wealth Management LLC | 8,165 | $364K | 0.2% | +33.0% | 0.052% | |
| 4/27/2026 | BIP Wealth LLC | 4,622 | $206K | 0.0% | N/A | 0.029% | |
| 4/27/2026 | World Investment Advisors | 12,282 | $548K | 0.0% | +81.9% | 0.078% | |
| 4/23/2026 | Apollon Wealth Management LLC | 5,809 | $259K | 0.0% | N/A | 0.037% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 62,566 | $2.79M | 0.2% | +109.2% | 0.395% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 49,419 | $2.21M | 0.0% | +1.1% | 0.312% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 25,583 | $1.19M | 0.1% | -11.2% | 0.162% | |
| 4/21/2026 | KFG Wealth Management LLC | 91,102 | $4.07M | 0.5% | +13.8% | 0.576% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 16,717 | $746K | 0.1% | +3.1% | 0.106% | |
| 4/20/2026 | Ritholtz Wealth Management | 13,997 | $625K | 0.0% | -2.7% | 0.088% | |
| 4/20/2026 | RFG Advisory LLC | 16,615 | $741K | 0.0% | -2.2% | 0.105% | |
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| 4/20/2026 | Riverchase Wealth Management LLC | 11,813 | $527K | 0.3% | N/A | 0.075% | |
| 4/18/2026 | Weaver Capital Management LLC | 35,643 | $1.59M | 0.3% | +4.3% | 0.225% | |
| 4/18/2026 | BCS Wealth Management | 56,777 | $2.53M | 0.5% | -50.6% | 0.359% | |
| 4/17/2026 | AdvisorNet Financial Inc | 7,994 | $357K | 0.0% | +19.6% | 0.050% | |
| 4/17/2026 | Brookstone Capital Management | 143,551 | $6.41M | 0.1% | +3.5% | 0.907% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 26,937 | $1.20M | 0.7% | +22.2% | 0.170% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 16,370 | $730K | 0.0% | +197.9% | 0.103% | |
| 3/13/2026 | World Investment Advisors | 6,752 | $303K | 0.0% | +14.4% | 0.043% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 41,836 | $1.88M | 1.8% | N/A | 0.264% | |
| 2/18/2026 | Ameriflex Group Inc. | 2,770 | $124K | 0.1% | -50.0% | 0.017% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 60,553 | $2.72M | 0.0% | +129.5% | 0.383% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 67,502 | $3.03M | 0.0% | -4.5% | 0.426% | |
| 2/18/2026 | NewEdge Advisors LLC | 53,355 | $2.40M | 0.0% | -3.6% | 0.337% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 1,250 | $56K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | OLD Mission Capital LLC | 10,184 | $458K | 0.0% | -58.0% | 0.064% | |
| 2/17/2026 | Cetera Investment Advisers | 256,136 | $11.51M | 0.0% | -5.3% | 1.618% | |
| 2/17/2026 | Osaic Holdings Inc. | 712,819 | $32.03M | 0.0% | -10.7% | 4.503% | |
| 2/17/2026 | Rothschild Wealth LLC | 6,360 | $286K | 0.0% | N/A | 0.040% | |
| 2/16/2026 | MML Investors Services LLC | 52,821 | $2.37M | 0.0% | -4.0% | 0.334% | |
| 2/16/2026 | Mariner LLC | 15,051 | $676K | 0.0% | -3.2% | 0.095% | |
| 2/16/2026 | Focus Partners Wealth | 575,120 | $25.85M | 0.0% | +90.5% | 3.633% | |
| 2/16/2026 | Arax Advisory Partners | 7,502 | $337K | 0.0% | N/A | 0.047% | |
| 2/16/2026 | Barclays PLC | 1,542 | $69K | 0.0% | -20.6% | 0.010% | |
| 2/13/2026 | Kestra Advisory Services LLC | 181,872 | $8.17M | 0.0% | +3.2% | 1.149% | |
| 2/13/2026 | WPWealth LLP | 46,719 | $2.10M | 0.3% | -6.4% | 0.295% | |
| 2/13/2026 | Arkadios Wealth Advisors | 8,172 | $367K | 0.0% | -13.2% | 0.052% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 16,351 | $735K | 0.0% | -20.4% | 0.103% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 305,570 | $13.73M | 0.0% | -5.8% | 1.930% | |
| 2/12/2026 | Hardworking Capital Advisors LLC | 87,730 | $3.94M | 3.6% | N/A | 0.554% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 4,288 | $193K | 0.0% | -15.9% | 0.027% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 48,872 | $2.20M | 0.0% | +8.1% | 0.309% | |
| 2/11/2026 | Fortune Financial Group Inc. | 5,563 | $277K | 0.3% | N/A | 0.035% | |
| 2/11/2026 | LPL Financial LLC | 209,851 | $9.43M | 0.0% | +6.8% | 1.326% | |
| 2/11/2026 | Continuum Advisory LLC | 10,919 | $491K | 0.0% | -4.9% | 0.069% | |
| 2/10/2026 | Lido Advisors LLC | 34,968 | $1.57M | 0.0% | N/A | 0.221% | |
| 2/10/2026 | COFG Advisors LLC | 22,239 | $999K | 0.2% | N/A | 0.140% | |
| 2/10/2026 | Gill Capital Partners LLC | 57,618 | $2.59M | 0.8% | -7.3% | 0.364% | |
| 2/10/2026 | Rothschild Wealth LLC | 6,360 | $286K | 0.0% | N/A | 0.040% | |
| 2/10/2026 | Corrado Advisors LLC | 24,445 | $1.10M | 0.6% | -51.6% | 0.154% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 33,235 | $1.49M | 0.0% | -3.3% | 0.210% | |
| 2/9/2026 | TrustBank | 24,475 | $1.10M | 0.5% | N/A | 0.155% | |
| 2/9/2026 | Bellwether Advisors LLC | 104,093 | $4.68M | 0.7% | -0.3% | 0.658% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 36,822 | $1.66M | 0.2% | -6.7% | 0.233% | |
| 2/9/2026 | Harbour Investments Inc. | 5,546 | $249K | 0.0% | -56.5% | 0.035% | |
| 2/9/2026 | Atticus Wealth Management LLC | 65,268 | $2.93M | 0.7% | -0.5% | 0.412% | |
| 2/6/2026 | IFP Advisors Inc | 42,674 | $1.92M | 0.0% | -2.0% | 0.270% | |
| 2/6/2026 | Integral Investment Advisors Inc. | 5,325 | $239K | 0.1% | N/A | 0.034% | |
| 2/6/2026 | HighTower Advisors LLC | 139,156 | $6.25M | 0.0% | -0.6% | 0.879% | |
| 2/5/2026 | Elyxium Wealth LLC | 2,402 | $108K | 0.0% | N/A | 0.015% | |
| 2/5/2026 | Blue Water Asset Management | 10,970 | $493K | 0.2% | N/A | 0.069% | |
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| 2/5/2026 | Phoenix Financial Ltd. | 10,935 | $491K | 0.0% | -15.3% | 0.069% | |
| 2/4/2026 | World Investment Advisors | 6,752 | $303K | 0.0% | +14.4% | 0.043% | |
| 2/4/2026 | Trek Financial LLC | 33,025 | $1.48M | 0.1% | -25.7% | 0.209% | |
| 2/4/2026 | Ballast Rock Private Wealth LLC | 22,036 | $990K | 0.6% | N/A | 0.139% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 6,460 | $290K | 0.0% | -30.7% | 0.041% | |
| 2/3/2026 | Retirement Planning Group LLC | 18,877 | $848K | 0.0% | -1.2% | 0.119% | |
| 2/3/2026 | RFG Advisory LLC | 16,989 | $764K | 0.0% | -12.7% | 0.107% | |
| 2/3/2026 | AssuredPartners Investment Advisors LLC | 5,730 | $258K | 0.0% | N/A | 0.036% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 8,245 | $371K | 0.4% | N/A | 0.052% | |
| 2/2/2026 | Truist Financial Corp | 116,241 | $5.22M | 0.0% | -6.0% | 0.734% | |