| 6/23/2026 | MTM Financial Group LLC | 51,750 | $2.12M | 1.0% | -2.9% | 0.307% | |
| 6/3/2026 | NewEdge Advisors LLC | 116,481 | $4.76M | 0.0% | -1.5% | 0.690% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 9,348 | $402K | 0.2% | N/A | 0.055% | |
| 5/19/2026 | NewEdge Advisors LLC | 116,481 | $4.76M | 0.1% | -1.5% | 0.690% | |
| 5/19/2026 | Arkadios Wealth Advisors | 33,537 | $1.37M | 0.0% | +4.3% | 0.199% | |
| 5/18/2026 | Sunbelt Securities Inc. | 1,218 | $50K | 0.0% | -17.0% | 0.007% | |
| 5/18/2026 | Talon Private Wealth LLC | 28,730 | $1.17M | 0.2% | N/A | 0.170% | |
| 5/14/2026 | Lido Advisors LLC | 184,799 | $7.55M | 0.0% | -2.8% | 1.095% | |
| 5/13/2026 | Cetera Investment Advisers | 345,949 | $14.14M | 0.0% | -3.1% | 2.049% | |
| 5/12/2026 | Bellwether Advisors LLC | 134,829 | $5.51M | 0.9% | -0.3% | 0.799% | |
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| 5/6/2026 | Independent Financial Group LLC | 15,585 | $637K | 0.0% | N/A | 0.092% | |
| 5/5/2026 | Three Seasons Wealth LLC | 126,584 | $5.17M | 2.0% | -3.2% | 0.750% | |
| 5/2/2026 | Valmark Advisers Inc. | 6,823 | $279K | 0.0% | -13.6% | 0.040% | |
| 5/1/2026 | Corrado Advisors LLC | 34,530 | $1.41M | 0.7% | -3.0% | 0.205% | |
| 4/30/2026 | Kestra Advisory Services LLC | 352,233 | $14.39M | 0.1% | -3.7% | 2.087% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 20,469 | $836K | 0.1% | -27.4% | 0.121% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 9,558 | $391K | 0.0% | -3.1% | 0.057% | |
| 4/27/2026 | Private Advisor Group LLC | 18,495 | $756K | 0.0% | -2.9% | 0.110% | |
| 4/23/2026 | Apollon Wealth Management LLC | 49,769 | $2.03M | 0.0% | +105.0% | 0.295% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 72,088 | $2.95M | 0.2% | +101.7% | 0.427% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 32,560 | $1.33M | 0.0% | +7.9% | 0.193% | |
| 4/21/2026 | Berkshire Money Management Inc. | 598,778 | $24.47M | 2.5% | +4,944.0% | 3.547% | |
| 4/21/2026 | KFG Wealth Management LLC | 66,390 | $2.71M | 0.4% | -0.4% | 0.393% | |
| 4/20/2026 | RFG Advisory LLC | 12,184 | $498K | 0.0% | -5.8% | 0.072% | |
| 4/18/2026 | Weaver Capital Management LLC | 10,495 | $429K | 0.1% | -6.4% | 0.062% | |
| 4/18/2026 | Faithward Advisors LLC | 11,347 | $464K | 0.1% | -2.8% | 0.067% | |
| 4/18/2026 | BCS Wealth Management | 37,013 | $1.51M | 0.3% | -50.2% | 0.219% | |
| 4/17/2026 | Summit Wealth Partners LLC | 6,059 | $248K | 0.0% | -9.0% | 0.036% | |
| 4/17/2026 | Brookstone Capital Management | 1,234,519 | $50.44M | 0.6% | -1.1% | 7.314% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 118,122 | $4.83M | 0.2% | -2.3% | 0.700% | |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 11,233 | $469K | 0.4% | N/A | 0.067% | |
| 3/13/2026 | World Investment Advisors | 14,075 | $588K | 0.0% | +161.1% | 0.083% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 22,060 | $922K | 0.9% | N/A | 0.131% | |
| 2/19/2026 | Michels Family Financial LLC | 8,880 | $371K | 0.3% | +70.8% | 0.053% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 26,186 | $1.09M | 0.2% | +73.1% | 0.155% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 248,892 | $10.40M | 0.1% | +7.1% | 1.474% | |
| 2/18/2026 | NewEdge Advisors LLC | 118,266 | $4.94M | 0.0% | +379.7% | 0.701% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 2,500 | $104K | 0.1% | N/A | 0.015% | |
| 2/18/2026 | Pacific Excel Wealth Advisors Inc. | 6,357 | $266K | 0.5% | N/A | 0.038% | |
| 2/17/2026 | Cetera Investment Advisers | 356,898 | $14.91M | 0.0% | +59.2% | 2.114% | |
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| 2/17/2026 | Osaic Holdings Inc. | 676,694 | $28.27M | 0.0% | +28.2% | 4.009% | |
| 2/17/2026 | Advisory Services Network LLC | 18,670 | $780K | 0.0% | +34.4% | 0.111% | |
| 2/17/2026 | Captrust Financial Advisors | 72,170 | $3.02M | 0.0% | -11.6% | 0.428% | |
| 2/17/2026 | Royal Bank of Canada | 1,447 | $60K | 0.0% | -64.6% | 0.009% | |
| 2/17/2026 | Blair William & Co. IL | 58,985 | $2.46M | 0.0% | +85.5% | 0.349% | |
| 2/17/2026 | Rothschild Wealth LLC | 27,124 | $1.13M | 0.1% | N/A | 0.161% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 11,692 | $488K | 0.1% | N/A | 0.069% | |
| 2/17/2026 | Faithward Advisors LLC | 11,678 | $488K | 0.1% | +14.7% | 0.069% | |
| 2/16/2026 | MML Investors Services LLC | 119,553 | $5.00M | 0.0% | +87.0% | 0.708% | |
| 2/16/2026 | Mariner LLC | 38,346 | $1.60M | 0.0% | N/A | 0.227% | |
| 2/16/2026 | Focus Partners Wealth | 429,536 | $17.95M | 0.0% | +1,363.3% | 2.545% | |
| 2/16/2026 | Financial Network Wealth Advisors LLC | 1,656 | $69K | 0.1% | -30.5% | 0.010% | |
| 2/16/2026 | Arax Advisory Partners | 7,684 | $321K | 0.0% | N/A | 0.046% | |
| 2/16/2026 | Barclays PLC | 1,286 | $54K | 0.0% | -69.0% | 0.008% | |
| 2/13/2026 | Jacobi Capital Management LLC | 50,289 | $2.10M | 0.1% | -15.0% | 0.298% | |
| 2/13/2026 | CreativeOne Wealth LLC | 26,695 | $1.12M | 0.0% | +29.2% | 0.158% | |
| 2/13/2026 | Kestra Advisory Services LLC | 365,620 | $15.28M | 0.1% | +79.5% | 2.166% | |
| 2/13/2026 | Visionary Wealth Advisors | 12,307 | $514K | 0.0% | +29.6% | 0.073% | |
| 2/13/2026 | Advyzon Investment Management LLC | 9,798 | $409K | 0.0% | N/A | 0.058% | |
| 2/13/2026 | WPWealth LLP | 42,245 | $1.77M | 0.3% | +81.4% | 0.250% | |
| 2/13/2026 | Arkadios Wealth Advisors | 32,161 | $1.34M | 0.0% | +258.3% | 0.191% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 17,237 | $720K | 0.0% | +186.9% | 0.102% | |
| 2/13/2026 | Beck Capital Management LLC | 11,794 | $493K | 0.1% | -9.0% | 0.070% | |
| 2/12/2026 | Jane Street Group LLC | 16,799 | $702K | 0.0% | N/A | 0.100% | |
| 2/12/2026 | HRT Financial LP | 40,348 | $1.69M | 0.0% | N/A | 0.239% | |
| 2/12/2026 | TopTier Wealth Management LLC | 17,951 | $750K | 0.5% | N/A | 0.106% | |
| 2/12/2026 | Helium Advisors LLC | 11,815 | $494K | 0.5% | N/A | 0.070% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 496,549 | $20.75M | 0.0% | +21.7% | 2.942% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 710,849 | $29.70M | 0.2% | +3,526.2% | 4.211% | |
| 2/12/2026 | Principal Securities Inc. | 5,313 | $222K | 0.0% | -12.9% | 0.031% | |
| 2/11/2026 | Jessup Wealth Management Inc | 19,693 | $823K | 0.3% | +58.2% | 0.117% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 30,179 | $1.26M | 0.0% | +19.1% | 0.179% | |
| 2/11/2026 | Capital Analysts LLC | 31,541 | $1.32M | 0.0% | +2,861.6% | 0.187% | |
| 2/11/2026 | Cerity Partners LLC | 76,689 | $3.20M | 0.0% | N/A | 0.454% | |
| 2/11/2026 | LPL Financial LLC | 374,716 | $15.66M | 0.0% | +31.7% | 2.220% | |
| 2/11/2026 | Syon Capital LLC | 24,432 | $1.02M | 0.1% | N/A | 0.145% | |
| 2/11/2026 | Continuum Advisory LLC | 9,803 | $410K | 0.0% | -18.5% | 0.058% | |
| 2/10/2026 | Lido Advisors LLC | 190,169 | $7.95M | 0.0% | N/A | 1.127% | |
| 2/10/2026 | Goldstein Advisors LLC | 8,887 | $371K | 0.0% | +27.6% | 0.053% | |
| 2/10/2026 | Calton & Associates Inc. | 6,143 | $257K | 0.0% | -15.2% | 0.036% | |
| 2/10/2026 | COFG Advisors LLC | 12,534 | $524K | 0.1% | N/A | 0.074% | |
| 2/10/2026 | Gill Capital Partners LLC | 104,976 | $4.39M | 1.3% | +10.1% | 0.622% | |
| 2/10/2026 | Rothschild Wealth LLC | 27,124 | $1.13M | 0.1% | N/A | 0.161% | |
| 2/10/2026 | Clear Point Advisors Inc. | 10,908 | $456K | 0.4% | -20.2% | 0.065% | |
| 2/10/2026 | Waterloo Capital L.P. | 10,642 | $445K | 0.0% | -2.9% | 0.063% | |
| 2/10/2026 | Founders Financial Securities LLC | 10,500 | $439K | 0.0% | N/A | 0.062% | |
| 2/10/2026 | Weaver Consulting Group | 6,137 | $256K | 0.1% | N/A | 0.036% | |
| 2/10/2026 | Corrado Advisors LLC | 35,597 | $1.49M | 0.7% | +59.7% | 0.211% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 347,940 | $14.54M | 0.2% | +807.9% | 2.061% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 28,806 | $1.20M | 0.0% | N/A | 0.171% | |
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| 2/9/2026 | TrustBank | 4,975 | $208K | 0.1% | N/A | 0.029% | |
| 2/9/2026 | Valtinson Bruner Financial Planning LLC | 7,463 | $312K | 0.1% | +36.6% | 0.044% | |
| 2/9/2026 | Bellwether Advisors LLC | 135,200 | $5.65M | 0.9% | +41.1% | 0.801% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 42,245 | $1.77M | 0.3% | -3.3% | 0.250% | |
| 2/9/2026 | Harbour Investments Inc. | 6,386 | $267K | 0.0% | -31.6% | 0.038% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 3,000 | $125K | 0.0% | N/A | 0.018% | |
| 2/6/2026 | Freedom Investment Management Inc. | 20,973 | $876K | 0.3% | N/A | 0.124% | |
| 2/6/2026 | Advisory Alpha LLC | 50,860 | $2.13M | 0.1% | +49.7% | 0.301% | |
| 2/6/2026 | Global Retirement Partners LLC | 7,233 | $302K | 0.0% | N/A | 0.043% | |
| 2/6/2026 | IFP Advisors Inc | 55,404 | $2.32M | 0.1% | +301.8% | 0.328% | |