| 10/14/2026 | Signal Advisors Wealth LLC | 587,328 | $20.62M | 0.9% | +0.4% | 3.710% | |
| 10/14/2026 | Trinity Wealth Management LLC | 31,075 | $1.09M | 0.3% | +9.4% | 0.196% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 1,034,433 | $35.49M | 0.0% | -8.2% | 6.535% | |
| 9/9/2026 | Capital Analysts LLC | 58,549 | $2.01M | 0.0% | -2.6% | 0.370% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 43,708 | $1.50M | 0.0% | +7.4% | 0.276% | |
| 9/9/2026 | RFG Advisory LLC | 60,139 | $2.06M | 0.0% | -15.5% | 0.380% | |
| 9/9/2026 | NewEdge Advisors LLC | 365,172 | $12.53M | 0.0% | +13.3% | 2.307% | |
| 9/8/2026 | Allworth Financial LP | 1,823,692 | $62.57M | 0.3% | -1.1% | 11.520% | |
| 9/8/2026 | Waverly Advisors LLC | 75,182 | $2.58M | 0.0% | -4.3% | 0.475% | |
| 8/22/2026 | Compass Financial Management LLC | 97,435 | $3.34M | 0.4% | N/A | 0.616% | |
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| 8/22/2026 | Comprehensive Financial Planning Inc. PA | 35,628 | $1.22M | 0.7% | -4.3% | 0.225% | |
| 8/22/2026 | Copley Financial Group Inc. | 358,334 | $12.29M | 5.9% | +1.1% | 2.264% | |
| 8/12/2026 | Compass Financial Management LLC | 97,435 | $3.34M | 0.4% | N/A | 0.616% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 7,275 | $250K | 0.0% | -4.4% | 0.046% | |
| 7/7/2026 | Trinity Wealth Management LLC | 28,403 | $975K | 0.3% | -25.5% | 0.179% | |
| 6/3/2026 | NewEdge Advisors LLC | 322,269 | $10.33M | 0.0% | +5.9% | 2.036% | |
| 5/28/2026 | Maripau Wealth Management LLC | 596,870 | $19.13M | 8.4% | +3.2% | 3.770% | |
| 5/22/2026 | Verus Capital Partners LLC | 217,742 | $6.98M | 0.5% | +3.6% | 1.376% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 12,334 | $395K | 0.0% | -17.0% | 0.078% | |
| 5/19/2026 | NewEdge Advisors LLC | 322,269 | $10.33M | 0.2% | +5.9% | 2.036% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 171,712 | $5.50M | 1.3% | +21.7% | 1.085% | |
| 5/16/2026 | Copley Financial Group Inc. | 354,430 | $11.36M | 6.9% | -2.8% | 2.239% | |
| 5/15/2026 | Waverly Advisors LLC | 78,584 | $2.52M | 0.0% | -0.9% | 0.496% | |
| 5/14/2026 | Ascension Capital Advisors Inc. | 41,859 | $1.34M | 0.4% | +1.2% | 0.264% | |
| 5/13/2026 | Cetera Investment Advisers | 1,801,393 | $57.73M | 0.1% | +6.7% | 11.380% | |
| 5/13/2026 | Signature Equity Partners LLC | 5,270 | $169K | 0.1% | -6.2% | 0.033% | |
| 5/13/2026 | NewEdge Wealth LLC | 15,435 | $495K | 0.0% | N/A | 0.098% | |
| 5/6/2026 | Independent Financial Group LLC | 46,742 | $1.50M | 0.0% | N/A | 0.295% | |
| 5/5/2026 | Bank of New York Mellon Corp | 12,347 | $396K | 0.0% | +8.5% | 0.078% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 35,608 | $1.14M | 0.0% | +6.9% | 0.225% | |
| 5/5/2026 | Sigma Planning Corp | 238,294 | $7.64M | 0.2% | +0.8% | 1.505% | |
| 5/4/2026 | HBW Advisory Services LLC | 19,697 | $631K | 0.1% | -5.4% | 0.124% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 66,139 | $2.21M | 0.0% | -7.1% | 0.418% | |
| 5/1/2026 | Fifth Third Bancorp | 2,491 | $80K | 0.0% | N/A | 0.016% | |
| 5/1/2026 | Simplicity Wealth LLC | 19,688 | $631K | 0.0% | -62.5% | 0.124% | |
| 4/30/2026 | Kestra Advisory Services LLC | 191,680 | $6.14M | 0.0% | -20.9% | 1.211% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 241,755 | $7.75M | 5.6% | -30.7% | 1.527% | |
| 4/27/2026 | World Investment Advisors | 151,185 | $4.85M | 0.1% | +13.4% | 0.955% | |
| 4/21/2026 | Independent Wealth Network Inc. | 69,111 | $2.22M | 0.7% | -3.5% | 0.437% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 343,304 | $11.00M | 0.1% | +14.3% | 2.169% | |
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| 4/20/2026 | RFG Advisory LLC | 71,199 | $2.28M | 0.0% | +700.8% | 0.450% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 576,470 | $18.47M | 1.3% | -1.0% | 3.642% | |
| 4/17/2026 | Brookstone Capital Management | 21,783 | $698K | 0.0% | -85.8% | 0.138% | |
| 4/16/2026 | Founders Financial Securities LLC | 38,066 | $1.25M | 0.1% | +7.8% | 0.240% | |
| 3/13/2026 | World Investment Advisors | 133,347 | $4.31M | 0.1% | N/A | 0.842% | |
| 3/5/2026 | Storen Legacy Partners LLC | 356,313 | $11.52M | 3.6% | N/A | 2.251% | |
| 2/18/2026 | NewEdge Advisors LLC | 304,273 | $9.84M | 0.0% | +31.3% | 1.922% | |
| 2/18/2026 | OLD Mission Capital LLC | 15,539 | $502K | 0.0% | -4.9% | 0.098% | |
| 2/17/2026 | Cetera Investment Advisers | 1,688,291 | $54.58M | 0.1% | +8.3% | 10.665% | |
| 2/17/2026 | Osaic Holdings Inc. | 1,476,758 | $47.74M | 0.1% | -2.5% | 9.329% | |
| 2/17/2026 | Advisory Services Network LLC | 107,802 | $3.49M | 0.0% | +86.0% | 0.681% | |
| 2/17/2026 | Copley Financial Group Inc. | 364,551 | $11.79M | 7.3% | +24.6% | 2.303% | |
| 2/16/2026 | MML Investors Services LLC | 498,941 | $16.13M | 0.0% | +9.7% | 3.152% | |
| 2/16/2026 | Financial Network Wealth Advisors LLC | 33,708 | $1.09M | 1.1% | +353.6% | 0.213% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 50,541 | $1.63M | 0.2% | +0.8% | 0.319% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 14,868 | $481K | 0.0% | -16.4% | 0.094% | |
| 2/13/2026 | Kestra Advisory Services LLC | 242,435 | $7.84M | 0.0% | +72.3% | 1.531% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 528,378 | $17.08M | 0.8% | +12.9% | 3.338% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 17,903 | $579K | 0.0% | N/A | 0.113% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 259,670 | $8.40M | 0.0% | +16.6% | 1.640% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,611 | $52K | 0.0% | -21.6% | 0.010% | |
| 2/11/2026 | GWN Securities Inc. | 25,092 | $811K | 0.2% | +8.4% | 0.159% | |
| 2/11/2026 | Capital Analysts LLC | 63,338 | $2.05M | 0.1% | -5.1% | 0.400% | |
| 2/11/2026 | LPL Financial LLC | 265,569 | $8.59M | 0.0% | -5.7% | 1.678% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 21,070 | $681K | 0.0% | -10.6% | 0.133% | |
| 2/11/2026 | Verus Capital Partners LLC | 210,190 | $6.80M | 0.4% | N/A | 1.328% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 349,058 | $11.29M | 9.3% | +97.6% | 2.205% | |
| 2/10/2026 | Ascension Capital Advisors Inc. | 41,366 | $1.34M | 0.5% | N/A | 0.261% | |
| 2/10/2026 | Founders Financial Securities LLC | 35,309 | $1.14M | 0.1% | +4.9% | 0.223% | |
| 2/9/2026 | Integrity Alliance LLC. | 11,710 | $379K | 0.0% | N/A | 0.074% | |
| 2/9/2026 | Harbour Investments Inc. | 99,291 | $3.21M | 0.1% | -49.0% | 0.627% | |
| 2/9/2026 | Prospera Financial Services Inc | 9,770 | $316K | 0.0% | N/A | 0.062% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 57,086 | $1.85M | 0.0% | -4.1% | 0.361% | |
| 2/6/2026 | HighTower Advisors LLC | 56,209 | $1.82M | 0.0% | -3.0% | 0.355% | |
| 2/5/2026 | Financial Strategies Group Inc. | 427,534 | $13.90M | 2.5% | +0.7% | 2.701% | |
| 2/5/2026 | Allworth Financial LP | 1,797,687 | $58.12M | 0.2% | +3.3% | 11.356% | |
| 2/4/2026 | World Investment Advisors | 133,347 | $4.31M | 0.1% | N/A | 0.842% | |
| 2/4/2026 | Cascades Capital Asset Management LLC | 48,840 | $1.58M | 0.7% | -7.2% | 0.309% | |
| 2/4/2026 | Centric Wealth Management | 20,396 | $665K | 0.1% | -1.9% | 0.129% | |
| 2/3/2026 | International Assets Investment Management LLC | 2,398 | $78K | 0.0% | N/A | 0.015% | |
| 2/3/2026 | RFG Advisory LLC | 8,891 | $287K | 0.0% | +35.3% | 0.056% | |
| 1/30/2026 | Sigma Planning Corp | 236,403 | $7.64M | 0.2% | +2.6% | 1.493% | |
| 1/30/2026 | Simplicity Wealth LLC | 52,521 | $1.70M | 0.1% | -10.0% | 0.332% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 300,320 | $9.71M | 0.1% | +19.8% | 1.897% | |
| 1/29/2026 | ODonnell Financial Services LLC | 100,311 | $3.24M | 1.1% | +4.2% | 0.634% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 33,324 | $1.08M | 0.0% | +164.5% | 0.211% | |
| 1/28/2026 | Chicago Partners Investment Group LLC | 71,223 | $2.32M | 0.1% | +1.2% | 0.450% | |
| 1/27/2026 | Novem Group | 6,392 | $207K | 0.0% | -26.1% | 0.040% | |
| 1/27/2026 | Keystone Financial Services LLC | 337,465 | $10.91M | 7.4% | +2.2% | 2.132% | |
| 1/27/2026 | PFG Advisors | 16,452 | $532K | 0.0% | -17.8% | 0.104% | |
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| 1/26/2026 | Merit Financial Group LLC | 119,961 | $3.88M | 0.0% | N/A | 0.758% | |
| 1/26/2026 | Independent Wealth Network Inc. | 71,640 | $2.32M | 0.7% | -0.8% | 0.453% | |
| 1/26/2026 | CWM LLC | 7,661 | $248K | 0.0% | -9.6% | 0.048% | |
| 1/23/2026 | Optima Capital LLC | 62,747 | $2.03M | 0.9% | +3.9% | 0.396% | |
| 1/23/2026 | HBW Advisory Services LLC | 20,827 | $673K | 0.1% | +44.4% | 0.132% | |
| 1/23/2026 | Retirement Guys Formula LLC | 33,476 | $1.08M | 0.5% | -92.8% | 0.211% | |
| 1/20/2026 | Sugar Maple Asset Management LLC | 8,394 | $271K | 0.2% | -90.6% | 0.053% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 9,853 | $319K | 0.0% | -5.7% | 0.062% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 13,089 | $423K | 0.0% | +88.7% | 0.083% | |
| 1/20/2026 | Stratos Investment Management LLC | 95,161 | $3.08M | 0.1% | -2.0% | 0.601% | |