| 6/23/2026 | MTM Financial Group LLC | 86,274 | $3.45M | 1.6% | -2.4% | 0.513% | |
| 6/3/2026 | NewEdge Advisors LLC | 8,279 | $331K | 0.0% | -17.8% | 0.049% | |
| 5/19/2026 | NewEdge Advisors LLC | 8,279 | $331K | 0.0% | -17.8% | 0.049% | |
| 5/15/2026 | Wealth Alliance LLC | 61,991 | $2.48M | 0.2% | -3.9% | 0.368% | |
| 5/13/2026 | Cetera Investment Advisers | 232,615 | $9.29M | 0.0% | -2.9% | 1.382% | |
| 5/6/2026 | FSA Advisors Inc. | 11,010 | $440K | 0.3% | -3.7% | 0.065% | |
| 5/6/2026 | Independent Financial Group LLC | 84,785 | $3.39M | 0.1% | N/A | 0.504% | |
| 5/2/2026 | Valmark Advisers Inc. | 25,069 | $1.00M | 0.0% | -27.7% | 0.149% | |
| 5/1/2026 | Fifth Third Bancorp | 2,000 | $80K | 0.0% | N/A | 0.012% | |
| 5/1/2026 | Corrado Advisors LLC | 65,367 | $2.61M | 1.4% | -2.0% | 0.388% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 202,460 | $8.09M | 0.0% | +56.6% | 1.203% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 65,462 | $2.62M | 0.1% | +97.0% | 0.389% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 66,983 | $2.68M | 0.0% | -14.0% | 0.398% | |
| 4/21/2026 | KFG Wealth Management LLC | 62,457 | $2.50M | 0.3% | -8.2% | 0.371% | |
| 4/18/2026 | Weaver Capital Management LLC | 37,997 | $1.52M | 0.3% | -1.7% | 0.226% | |
| 4/18/2026 | BCS Wealth Management | 16,296 | $651K | 0.1% | -50.2% | 0.097% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 11,903 | $475K | 0.1% | -6.5% | 0.071% | |
| 4/17/2026 | Brookstone Capital Management | 151,634 | $6.06M | 0.1% | -3.2% | 0.901% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 9,813 | $392K | 0.2% | -12.6% | 0.058% | |
| 3/13/2026 | World Investment Advisors | 6,568 | $260K | 0.0% | N/A | 0.039% | |
| 3/3/2026 | WMS Group LLC | 6,000 | $238K | 0.3% | N/A | 0.036% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 28,260 | $1.12M | 1.1% | N/A | 0.168% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 63,609 | $2.52M | 0.0% | N/A | 0.378% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 128,639 | $5.09M | 0.0% | -5.7% | 0.764% | |
| 2/18/2026 | EP Wealth Advisors LLC | 50,637 | $2.01M | 0.0% | N/A | 0.301% | |
| 2/18/2026 | NewEdge Advisors LLC | 10,071 | $399K | 0.0% | -9.2% | 0.060% | |
| 2/18/2026 | OLD Mission Capital LLC | 30,276 | $1.20M | 0.0% | +421.9% | 0.180% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 16,108 | $638K | 0.0% | -1.7% | 0.096% | |
| 2/17/2026 | Cetera Investment Advisers | 239,592 | $9.49M | 0.0% | -1.5% | 1.424% | |
| 2/17/2026 | Osaic Holdings Inc. | 611,128 | $24.20M | 0.0% | -6.1% | 3.631% | |
| 2/17/2026 | Rothschild Wealth LLC | 16,677 | $660K | 0.1% | N/A | 0.099% | |
| 2/16/2026 | MML Investors Services LLC | 39,467 | $1.56M | 0.0% | +4.5% | 0.235% | |
| 2/16/2026 | Mariner LLC | 12,673 | $502K | 0.0% | -49.2% | 0.075% | |
| 2/16/2026 | Focus Partners Wealth | 365,330 | $14.46M | 0.0% | +367.6% | 2.171% | |
| 2/16/2026 | Arax Advisory Partners | 7,500 | $297K | 0.0% | -98.4% | 0.045% | |
| 2/16/2026 | Barclays PLC | 2,004 | $79K | 0.0% | -47.3% | 0.012% | |
| 2/13/2026 | CreativeOne Wealth LLC | 42,184 | $1.67M | 0.0% | -6.1% | 0.251% | |
| 2/13/2026 | Kestra Advisory Services LLC | 129,278 | $5.12M | 0.0% | +7.5% | 0.768% | |
| 2/13/2026 | Visionary Wealth Advisors | 40,348 | $1.60M | 0.1% | -1.8% | 0.240% | |
| 2/13/2026 | WPWealth LLP | 99,092 | $3.92M | 0.6% | -20.4% | 0.589% | |
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| 2/13/2026 | Beck Capital Management LLC | 22,488 | $890K | 0.2% | -4.4% | 0.134% | |
| 2/12/2026 | HRT Financial LP | 7,031 | $278K | 0.0% | -55.8% | 0.042% | |
| 2/12/2026 | TopTier Wealth Management LLC | 12,065 | $478K | 0.3% | N/A | 0.072% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 315,870 | $12.51M | 0.0% | -13.9% | 1.877% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 62,193 | $2.46M | 0.7% | -1.0% | 0.370% | |
| 2/11/2026 | Jessup Wealth Management Inc | 1,414 | $56K | 0.0% | N/A | 0.008% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 77,914 | $3.09M | 0.0% | -7.0% | 0.463% | |
| 2/11/2026 | Fortune Financial Group Inc. | 11,081 | $473K | 0.5% | N/A | 0.066% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 12,731 | $504K | 0.1% | -14.5% | 0.076% | |
| 2/11/2026 | LPL Financial LLC | 288,850 | $11.44M | 0.0% | +12.1% | 1.716% | |
| 2/10/2026 | Lido Advisors LLC | 21,480 | $850K | 0.0% | N/A | 0.128% | |
| 2/10/2026 | COFG Advisors LLC | 35,262 | $1.40M | 0.3% | N/A | 0.210% | |
| 2/10/2026 | Gill Capital Partners LLC | 29,756 | $1.18M | 0.4% | -8.6% | 0.177% | |
| 2/10/2026 | Rothschild Wealth LLC | 16,677 | $660K | 0.1% | N/A | 0.099% | |
| 2/10/2026 | Clear Point Advisors Inc. | 31,063 | $1.23M | 1.0% | -7.9% | 0.185% | |
| 2/10/2026 | Weaver Consulting Group | 31,173 | $1.23M | 0.3% | -1.0% | 0.185% | |
| 2/10/2026 | Corrado Advisors LLC | 66,681 | $2.64M | 1.3% | -0.9% | 0.396% | |
| 2/9/2026 | Harbour Investments Inc. | 8,647 | $342K | 0.0% | -82.6% | 0.051% | |
| 2/9/2026 | Global Assets Advisory LLC | 30,014 | $1.19M | 0.3% | -1.7% | 0.178% | |
| 2/9/2026 | Atticus Wealth Management LLC | 107,937 | $4.27M | 1.1% | -0.6% | 0.641% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 7,754 | $307K | 0.0% | -3.4% | 0.046% | |
| 2/6/2026 | IFP Advisors Inc | 78,675 | $3.12M | 0.1% | +11.1% | 0.467% | |
| 2/6/2026 | HighTower Advisors LLC | 113,512 | $4.49M | 0.0% | -1.3% | 0.674% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 6,274 | $248K | 0.0% | +19.6% | 0.037% | |
| 2/5/2026 | Schulz Wealth LTD. | 25,889 | $1.03M | 0.7% | -7.3% | 0.154% | |
| 2/5/2026 | Phoenix Financial Ltd. | 54,095 | $2.14M | 0.0% | -1.0% | 0.321% | |
| 2/5/2026 | Castle Rock Wealth Management LLC | 82,427 | $3.28M | 0.7% | -3.8% | 0.490% | |
| 2/4/2026 | Foundry Financial Group Inc. | 5,125 | $203K | 0.1% | N/A | 0.030% | |
| 2/4/2026 | Trek Financial LLC | 13,618 | $539K | 0.0% | -6.3% | 0.081% | |
| 2/4/2026 | Ballast Rock Private Wealth LLC | 11,233 | $445K | 0.3% | N/A | 0.067% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 9,313 | $369K | 0.4% | N/A | 0.055% | |
| 2/2/2026 | JDM Financial Group LLC | 1,500 | $59K | 0.0% | -78.5% | 0.009% | |
| 2/2/2026 | Truist Financial Corp | 140,810 | $5.58M | 0.0% | +2.3% | 0.837% | |
| 2/2/2026 | Benjamin Edwards Inc. | 22,370 | $886K | 0.0% | -5.5% | 0.133% | |
| 2/2/2026 | GenTrust LLC | 27,762 | $1.10M | 0.0% | N/A | 0.165% | |
| 1/30/2026 | Pacific Park Financial Inc. | 8,826 | $349K | 0.2% | N/A | 0.052% | |
| 1/26/2026 | Keystone Wealth Services LLC | 243,492 | $10.60M | 2.2% | +3,126.8% | 1.447% | |
| 1/26/2026 | Patriot Financial Group Insurance Agency LLC | 33,231 | $1.32M | 0.2% | -8.0% | 0.197% | |
| 1/26/2026 | Merit Financial Group LLC | 55,939 | $2.22M | 0.0% | +267.2% | 0.332% | |
| 1/26/2026 | AE Wealth Management LLC | 74,326 | $2.94M | 0.0% | -5.0% | 0.442% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 10,168 | $403K | 0.0% | -3.5% | 0.060% | |
| 1/26/2026 | Valmark Advisers Inc. | 34,667 | $1.37M | 0.0% | -9.3% | 0.206% | |
| 1/26/2026 | BCS Wealth Management | 32,708 | $1.30M | 0.1% | +93.7% | 0.194% | |
| 1/23/2026 | Optima Capital LLC | 2,701 | $107K | 0.0% | N/A | 0.016% | |
| 1/23/2026 | Galvin Gaustad & Stein LLC | 7,035 | $279K | 0.0% | N/A | 0.042% | |
| 1/23/2026 | Pinnacle Wealth Management Group Inc. | 32,185 | $1.27M | 0.6% | -68.4% | 0.191% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 9,902 | $392K | 0.0% | -27.8% | 0.059% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 37,501 | $1.49M | 0.5% | -1.9% | 0.223% | |
| 1/22/2026 | Weaver Capital Management LLC | 38,635 | $1.53M | 0.3% | -1.7% | 0.230% | |
| 1/21/2026 | Palumbo Wealth Management LLC | 18,354 | $727K | 0.2% | N/A | 0.109% | |
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| 1/21/2026 | KFG Wealth Management LLC | 68,035 | $2.69M | 0.4% | -52.4% | 0.404% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 32,812 | $1.30M | 0.1% | -6.4% | 0.195% | |
| 1/20/2026 | Element Squared LLC | 45,945 | $1.82M | 1.0% | -1.9% | 0.273% | |
| 1/16/2026 | Heck Capital Advisors LLC | 184,096 | $7.29M | 0.5% | -1.7% | 1.094% | |
| 1/15/2026 | Brookstone Capital Management | 156,663 | $6.20M | 0.1% | -1.6% | 0.931% | |
| 1/14/2026 | Spire Wealth Management | 24,440 | $968K | 0.0% | -1.6% | 0.145% | |
| 1/14/2026 | Chris Bulman Inc | 69,957 | $2.77M | 1.2% | +2.4% | 0.416% | |
| 1/13/2026 | CoreCap Advisors LLC | 78,201 | $3.10M | 0.1% | +0.5% | 0.465% | |
| 1/12/2026 | ARS Wealth Advisors Group LLC | 91,276 | $3.61M | 0.3% | -1.8% | 0.542% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 39,569 | $1.57M | 0.0% | -76.0% | 0.235% | |