| 6/23/2026 | MTM Financial Group LLC | 69,222 | $2.98M | 1.4% | +0.5% | 0.345% | |
| 6/4/2026 | Midwest Financial Network LLC | 6,053 | $261K | 0.2% | -10.9% | 0.030% | |
| 6/3/2026 | NewEdge Advisors LLC | 53,693 | $2.32M | 0.0% | -1.8% | 0.267% | |
| 5/26/2026 | Glenmede Trust Co. NA | 30,071 | $1.30M | 0.0% | N/A | 0.150% | |
| 5/22/2026 | Wellington Grp LLC | 627 | $27K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 181,597 | $8.22M | 4.7% | N/A | 0.904% | |
| 5/19/2026 | NewEdge Advisors LLC | 52,693 | $2.27M | 0.0% | -3.7% | 0.262% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 67,842 | $3.08M | 1.5% | -1.1% | 0.338% | |
| 5/19/2026 | Centaurus Financial Inc. | 61,007 | $2.63M | 0.1% | -0.7% | 0.304% | |
| 5/19/2026 | Arkadios Wealth Advisors | 35,291 | $1.52M | 0.0% | +21.3% | 0.176% | |
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| 5/18/2026 | Talon Private Wealth LLC | 144,195 | $6.22M | 0.8% | N/A | 0.718% | |
| 5/18/2026 | Royal Bank of Canada | 900 | $39K | 0.0% | -40.5% | 0.004% | |
| 5/16/2026 | Jessup Wealth Management Inc | 5,801 | $250K | 0.1% | -7.9% | 0.029% | |
| 5/13/2026 | Cetera Investment Advisers | 263,887 | $11.38M | 0.0% | -1.8% | 1.314% | |
| 5/13/2026 | Envision Financial Transparency LLC | 13,220 | $570K | 0.6% | N/A | 0.066% | |
| 5/12/2026 | Bellwether Advisors LLC | 55,118 | $2.38M | 0.4% | +20.9% | 0.274% | |
| 5/7/2026 | Ascent Wealth Partners LLC | 21,640 | $933K | 0.1% | -1.0% | 0.108% | |
| 5/6/2026 | Independent Financial Group LLC | 25,131 | $1.08M | 0.0% | N/A | 0.125% | |
| 5/5/2026 | Three Seasons Wealth LLC | 56,500 | $2.44M | 0.9% | -5.0% | 0.281% | |
| 5/5/2026 | Sigma Planning Corp | 5,694 | $245K | 0.0% | -33.3% | 0.028% | |
| 5/4/2026 | Vantage Point Financial LLC | 23,253 | $1.00M | 0.4% | +47.5% | 0.116% | |
| 5/2/2026 | Valmark Advisers Inc. | 25,155 | $1.08M | 0.0% | -4.1% | 0.125% | |
| 5/2/2026 | Vestment Financial LLC | 7,486 | $337K | 0.2% | -4.2% | 0.037% | |
| 5/1/2026 | Corrado Advisors LLC | 29,645 | $1.28M | 0.7% | -3.5% | 0.148% | |
| 4/30/2026 | Kestra Advisory Services LLC | 254,520 | $10.97M | 0.0% | +20.0% | 1.268% | |
| 4/29/2026 | WealthPLAN Partners LLC | 26,493 | $1.14M | 0.2% | +8.0% | 0.132% | |
| 4/29/2026 | Red Crane Wealth Management LLC | 57,187 | $2.47M | 2.0% | -2.7% | 0.285% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 63,712 | $2.75M | 0.3% | -9.2% | 0.317% | |
| 4/28/2026 | Stephens Inc. AR | 54,660 | $2.36M | 0.0% | -66.5% | 0.272% | |
| 4/28/2026 | Berger Financial Group Inc | 20,862 | $899K | 0.1% | -3.2% | 0.104% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 6,924 | $298K | 0.0% | -18.4% | 0.034% | |
| 4/27/2026 | World Investment Advisors | 62,248 | $2.68M | 0.0% | +15.8% | 0.310% | |
| 4/23/2026 | Apollon Wealth Management LLC | 6,041 | $260K | 0.0% | +16.3% | 0.030% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 67,864 | $2.93M | 0.2% | +96.6% | 0.338% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 280,834 | $12.11M | 0.0% | +3.7% | 1.399% | |
| 4/21/2026 | Maridea Wealth Management LLC | 13,389 | $577K | 0.1% | +2.2% | 0.067% | |
| 4/21/2026 | Crown Wealth Group LLC | 9,330 | $402K | 0.1% | +58.6% | 0.046% | |
| 4/21/2026 | AA Financial Advisors LLC | 189,401 | $8.17M | 1.2% | -2.1% | 0.943% | |
| 4/21/2026 | KFG Wealth Management LLC | 73,282 | $3.16M | 0.4% | -9.2% | 0.365% | |
| 4/20/2026 | RFG Advisory LLC | 44,525 | $1.92M | 0.0% | -0.5% | 0.222% | |
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| 4/18/2026 | BCS Wealth Management | 35,652 | $1.54M | 0.3% | -50.2% | 0.178% | |
| 4/17/2026 | Certified Advisory Corp | 132,540 | $5.71M | 0.5% | -4.0% | 0.660% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 116,840 | $5.04M | 0.3% | +25.7% | 0.582% | |
| 4/17/2026 | AdvisorNet Financial Inc | 12,409 | $535K | 0.0% | -27.7% | 0.062% | |
| 4/17/2026 | Brookstone Capital Management | 873,271 | $37.65M | 0.4% | -2.2% | 4.349% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 7,165 | $309K | 0.2% | -8.8% | 0.036% | |
| 4/16/2026 | Triad Wealth Partners LLC | 146,583 | $6.32M | 0.5% | +26.4% | 0.730% | |
| 4/16/2026 | Founders Financial Securities LLC | 74,859 | $3.31M | 0.2% | +19.0% | 0.373% | |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 37,041 | $1.63M | 1.3% | N/A | 0.184% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 86,660 | $3.81M | 0.0% | +15,514.4% | 0.432% | |
| 3/13/2026 | World Investment Advisors | 53,776 | $2.36M | 0.0% | +958.8% | 0.268% | |
| 2/25/2026 | Tempo Wealth LLC | 5,512 | $242K | 0.0% | N/A | 0.027% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 39,449 | $1.73M | 1.7% | N/A | 0.196% | |
| 2/19/2026 | Michels Family Financial LLC | 4,625 | $203K | 0.1% | N/A | 0.023% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 77,315 | $3.40M | 0.6% | -0.3% | 0.385% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 180,300 | $7.92M | 0.0% | +9.7% | 0.898% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 172,787 | $7.59M | 0.1% | +16.0% | 0.860% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 1,624 | $71K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | IHT Wealth Management LLC | 15,771 | $695K | 0.0% | -43.7% | 0.079% | |
| 2/18/2026 | Clay Northam Wealth Management LLC | 13,565 | $596K | 0.3% | -3.6% | 0.068% | |
| 2/17/2026 | Cetera Investment Advisers | 268,853 | $11.81M | 0.0% | +34.6% | 1.339% | |
| 2/17/2026 | Osaic Holdings Inc. | 795,864 | $34.95M | 0.1% | +13.1% | 3.963% | |
| 2/17/2026 | Advisory Services Network LLC | 111,554 | $4.90M | 0.1% | +12.3% | 0.556% | |
| 2/17/2026 | Captrust Financial Advisors | 198,815 | $8.73M | 0.0% | -1.0% | 0.990% | |
| 2/17/2026 | Royal Bank of Canada | 1,512 | $67K | 0.0% | -28.1% | 0.008% | |
| 2/17/2026 | Blair William & Co. IL | 371,926 | $16.34M | 0.0% | +941.6% | 1.852% | |
| 2/17/2026 | Silver Grove Financial Group Inc. | 4,778 | $210K | 0.2% | N/A | 0.024% | |
| 2/17/2026 | Rothschild Wealth LLC | 22,682 | $996K | 0.1% | N/A | 0.113% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 34,511 | $1.52M | 0.4% | +3.5% | 0.172% | |
| 2/16/2026 | MML Investors Services LLC | 197,218 | $8.66M | 0.0% | +55.0% | 0.982% | |
| 2/16/2026 | Mariner LLC | 6,878 | $302K | 0.0% | N/A | 0.034% | |
| 2/16/2026 | Motiv8 Investments LLC | 131,475 | $5.77M | 3.1% | -24.4% | 0.655% | |
| 2/16/2026 | Focus Partners Wealth | 424,039 | $18.62M | 0.0% | +206.6% | 2.112% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 3,450 | $152K | 0.0% | N/A | 0.017% | |
| 2/16/2026 | Arax Advisory Partners | 6,769 | $297K | 0.0% | N/A | 0.034% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 14,338 | $630K | 0.0% | +3.9% | 0.071% | |
| 2/13/2026 | CreativeOne Wealth LLC | 79,474 | $3.49M | 0.1% | -13.9% | 0.396% | |
| 2/13/2026 | Kestra Advisory Services LLC | 212,051 | $9.31M | 0.0% | +7.2% | 1.056% | |
| 2/13/2026 | Advyzon Investment Management LLC | 59,061 | $2.59M | 0.3% | +46.8% | 0.294% | |
| 2/13/2026 | WPWealth LLP | 112,812 | $4.96M | 0.8% | -12.8% | 0.562% | |
| 2/13/2026 | Arkadios Wealth Advisors | 29,104 | $1.28M | 0.0% | +257.9% | 0.145% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 57,992 | $2.55M | 0.1% | +7.7% | 0.289% | |
| 2/12/2026 | HRT Financial LP | 17,231 | $756K | 0.0% | N/A | 0.086% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 244,048 | $10.72M | 0.1% | +20.7% | 1.215% | |
| 2/12/2026 | Triumph Capital Management | 10,815 | $475K | 0.1% | +12.7% | 0.054% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 781,573 | $34.33M | 0.0% | +18.6% | 3.892% | |
| 2/12/2026 | Wood Tarver Financial Group LLC | 20,296 | $891K | 0.3% | +10.5% | 0.101% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 7,703 | $338K | 0.0% | -99.5% | 0.038% | |
| 2/12/2026 | WealthPLAN Partners LLC | 24,541 | $1.08M | 0.2% | +67.4% | 0.122% | |
| 2/12/2026 | Principal Securities Inc. | 63,504 | $2.79M | 0.0% | -48.7% | 0.316% | |
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| 2/11/2026 | Stirlingshire Investments Inc. | 5,108 | $224K | 0.2% | N/A | 0.025% | |
| 2/11/2026 | Jessup Wealth Management Inc | 6,301 | $277K | 0.1% | N/A | 0.031% | |
| 2/11/2026 | Fortune Financial Group Inc. | 50,860 | $2.46M | 2.5% | N/A | 0.253% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 270,704 | $11.89M | 0.0% | +3.2% | 1.348% | |
| 2/11/2026 | GWN Securities Inc. | 10,444 | $459K | 0.1% | +32.0% | 0.052% | |
| 2/11/2026 | Capital Analysts LLC | 17,918 | $787K | 0.0% | -1.5% | 0.089% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 18,746 | $823K | 0.2% | -10.2% | 0.093% | |
| 2/11/2026 | Cerity Partners LLC | 1,577,949 | $69.30M | 0.1% | +36.3% | 7.858% | |
| 2/11/2026 | LPL Financial LLC | 384,039 | $16.87M | 0.0% | +9.5% | 1.913% | |
| 2/11/2026 | Tradition Wealth Management LLC | 47,822 | $2.10M | 0.2% | -6.7% | 0.238% | |