| 7/6/2026 | Hobart Private Capital LLC | 6,034 | $1.03M | 0.2% | -87.3% | 0.216% | |
| 5/27/2026 | Security Financial Services INC. | 3,388 | $506K | 0.1% | -8.0% | 0.121% | |
| 5/19/2026 | Royal Fund Management LLC | 16,839 | $2.52M | 0.2% | +9.4% | 0.604% | |
| 5/19/2026 | Bank of America Corp DE | 14,802 | $2.21M | 0.0% | +4.7% | 0.531% | |
| 5/7/2026 | Basepoint Wealth LLC | 508 | $76K | 0.0% | N/A | 0.018% | |
| 5/6/2026 | Zhang Financial LLC | 4,254 | $635K | 0.0% | N/A | 0.152% | |
| 5/5/2026 | Sanctuary Advisors LLC | 3,534 | $527K | 0.0% | -2.4% | 0.127% | |
| 5/5/2026 | Nwam LLC | 3,341 | $499K | 0.0% | -7.9% | 0.120% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 11,795 | $1.88M | 0.0% | -2.4% | 0.423% | |
| 5/2/2026 | International Assets Investment Management LLC | 218 | $33K | 0.0% | -50.2% | 0.008% | |
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| 5/1/2026 | Fifth Third Bancorp | 494 | $74K | 0.0% | N/A | 0.018% | |
| 4/29/2026 | Interactive Financial Advisors Inc. | 8,306 | $1.24M | 0.8% | +7.9% | 0.298% | |
| 4/27/2026 | BIP Wealth LLC | 3,404 | $508K | 0.0% | -10.9% | 0.122% | |
| 4/27/2026 | Private Advisor Group LLC | 3,150 | $470K | 0.0% | -7.4% | 0.113% | |
| 4/24/2026 | Root Financial Partners LLC | 12,064 | $1.80M | 0.1% | +52.4% | 0.432% | |
| 4/23/2026 | Apollon Wealth Management LLC | 1,410 | $210K | 0.0% | +5.8% | 0.051% | |
| 4/21/2026 | Armbruster Capital Management Inc. | 190,437 | $28.42M | 4.7% | +2.4% | 6.826% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 22,054 | $3.29M | 0.4% | -7.4% | 0.790% | |
| 3/4/2026 | Pure Financial Advisors LLC | 117,076 | $17.96M | 0.3% | +2.8% | 4.196% | |
| 2/23/2026 | Beaird Harris Wealth Management LLC | 302 | $46K | 0.0% | -20.1% | 0.011% | |
| 2/18/2026 | Caitlin John LLC | 5,550 | $851K | 0.6% | +2.1% | 0.199% | |
| 2/18/2026 | OLD Mission Capital LLC | 5,804 | $890K | 0.0% | +21.4% | 0.208% | |
| 2/17/2026 | Osaic Holdings Inc. | 39,878 | $6.12M | 0.0% | +3.9% | 1.429% | |
| 2/17/2026 | &PARTNERS | 1,473 | $226K | 0.0% | N/A | 0.053% | |
| 2/17/2026 | Blair William & Co. IL | 170 | $26K | 0.0% | N/A | 0.006% | |
| 2/16/2026 | Focus Partners Wealth | 77,777 | $11.93M | 0.0% | -2.2% | 2.788% | |
| 2/13/2026 | Kestra Advisory Services LLC | 574 | $88K | 0.0% | N/A | 0.021% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 7,724 | $1.19M | 0.0% | -19.9% | 0.277% | |
| 2/13/2026 | Genesis Wealth Advisors LLC | 57,030 | $8.75M | 6.0% | +2.1% | 2.044% | |
| 2/12/2026 | Jane Street Group LLC | 3,311 | $508K | 0.0% | +15.0% | 0.119% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,077 | $625K | 0.0% | -24.6% | 0.146% | |
| 2/11/2026 | Cedar Point Capital Partners LLC | 67,138 | $10.30M | 6.6% | -2.6% | 2.406% | |
| 2/11/2026 | M Holdings Securities Inc. | 16,417 | $2.52M | 0.2% | N/A | 0.588% | |
| 2/11/2026 | Cerity Partners LLC | 1,607 | $247K | 0.0% | -7.7% | 0.058% | |
| 2/11/2026 | LPL Financial LLC | 39,270 | $6.02M | 0.0% | +3.3% | 1.408% | |
| 2/11/2026 | Vise Technologies Inc. | 5,533 | $849K | 0.0% | +164.6% | 0.198% | |
| 2/10/2026 | Root Financial Partners LLC | 7,914 | $1.21M | 0.1% | +31.4% | 0.284% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 160 | $25K | 0.0% | +135.3% | 0.006% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 129,734 | $19.90M | 0.3% | +2.8% | 4.650% | |
| 2/9/2026 | Interactive Financial Advisors Inc. | 7,696 | $1.18M | 0.8% | -3.6% | 0.276% | |
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| 2/6/2026 | PNC Financial Services Group Inc. | 1,000 | $153K | 0.0% | +66.7% | 0.036% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 6,145 | $943K | 0.0% | +6.4% | 0.220% | |
| 2/4/2026 | Pure Financial Advisors LLC | 117,076 | $17.96M | 0.3% | +2.8% | 4.196% | |
| 2/4/2026 | Nwam LLC | 3,629 | $575K | 0.0% | -70.4% | 0.130% | |
| 2/3/2026 | International Assets Investment Management LLC | 438 | $67K | 0.0% | N/A | 0.016% | |
| 1/29/2026 | Sanctuary Advisors LLC | 3,622 | $556K | 0.0% | -8.7% | 0.130% | |
| 1/28/2026 | Chicago Partners Investment Group LLC | 12,081 | $1.91M | 0.0% | -14.8% | 0.433% | |
| 1/27/2026 | Cannon Wealth Management Services LLC | 26,534 | $4.07M | 2.9% | +493.2% | 0.951% | |
| 1/27/2026 | Hobart Private Capital LLC | 47,769 | $7.33M | 1.4% | -47.3% | 1.712% | |
| 1/23/2026 | Armbruster Capital Management Inc. | 186,040 | $28.54M | 4.8% | -0.8% | 6.668% | |
| 1/22/2026 | Apollon Wealth Management LLC | 1,333 | $204K | 0.0% | -41.9% | 0.048% | |
| 1/22/2026 | Beacon Financial Planning Inc. | 19,040 | $2.92M | 1.4% | +0.8% | 0.682% | |
| 1/21/2026 | BIP Wealth LLC | 3,822 | $586K | 0.0% | N/A | 0.137% | |
| 1/21/2026 | Capital Advisors Ltd. LLC | 23,817 | $3.65M | 0.4% | +7.0% | 0.854% | |
| 1/15/2026 | Professional Financial Advisors LLC | 27,663 | $4.24M | 0.9% | -0.4% | 0.992% | |
| 1/15/2026 | Royal Fund Management LLC | 15,389 | $2.37M | 0.2% | +26.0% | 0.552% | |
| 1/14/2026 | Kraft Davis & Associates LLC | 3,434 | $542K | 0.1% | -1.9% | 0.123% | |
| 1/13/2026 | Kathmere Capital Management LLC | 4,349 | $667K | 0.0% | +6.0% | 0.156% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 2,045 | $314K | 0.0% | +28.3% | 0.073% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 4,387 | $693K | 0.0% | +7.4% | 0.157% | |
| 1/6/2026 | WealthCare Investment Partners LLC | 2,548 | $392K | 0.1% | +24.7% | 0.091% | |
| 1/5/2026 | Coastline Trust Co | 14,386 | $2.21M | 0.2% | -0.5% | 0.516% | |
| 1/1/2026 | JPMorgan Chase & Co. | 2,538 | $383K | 0.0% | +37.0% | 0.091% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 9,641 | $1.45M | 0.0% | +6.7% | 0.346% | |
| 11/17/2025 | Focus Partners Wealth | 79,523 | $11.99M | 0.0% | +13.7% | 2.850% | |
| 11/17/2025 | Bank of America Corp DE | 11,506 | $1.74M | 0.0% | +33.7% | 0.412% | |
| 11/14/2025 | Raymond James Financial Inc. | 12,302 | $1.86M | 0.0% | +3.8% | 0.441% | |
| 11/14/2025 | Two Sigma Investments LP | 8,400 | $1.27M | 0.0% | N/A | 0.301% | |
| 11/13/2025 | Vise Technologies Inc. | 2,091 | $315K | 0.0% | N/A | 0.075% | |
| 11/13/2025 | Beaird Harris Wealth Management LLC | 378 | $57K | 0.0% | -32.6% | 0.014% | |
| 11/13/2025 | Private Advisor Group LLC | 3,400 | $513K | 0.0% | -2.9% | 0.122% | |
| 11/12/2025 | Cobblestone Capital Advisors LLC NY | 1,330 | $201K | 0.0% | N/A | 0.048% | |
| 11/12/2025 | Caitlin John LLC | 5,436 | $820K | 0.6% | -2.5% | 0.195% | |
| 11/10/2025 | Cannon Wealth Management Services LLC | 4,473 | $675K | 0.5% | +129.1% | 0.160% | |
| 11/7/2025 | WealthCare Investment Partners LLC | 2,044 | $309K | 0.1% | +40.4% | 0.073% | |
| 11/7/2025 | JPMorgan Chase & Co. | 2,538 | $383K | 0.0% | +37.0% | 0.091% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 126,257 | $19.04M | 0.3% | +2.7% | 4.525% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 5,778 | $871K | 0.0% | -4.0% | 0.207% | |
| 10/29/2025 | Root Financial Partners LLC | 6,022 | $908K | 0.1% | +160.8% | 0.216% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 4,086 | $615K | 0.0% | -18.0% | 0.146% | |
| 10/29/2025 | Royal Fund Management LLC | 12,216 | $1.85M | 0.2% | -6.0% | 0.438% | |
| 10/29/2025 | Interactive Financial Advisors Inc. | 7,984 | $1.20M | 0.7% | -2.9% | 0.286% | |
| 10/28/2025 | Professional Financial Advisors LLC | 27,788 | $4.19M | 0.9% | +2.9% | 0.996% | |
| 10/28/2025 | Nwam LLC | 12,262 | $1.85M | 0.1% | +21.8% | 0.439% | |
| 10/28/2025 | Beacon Financial Planning Inc. | 18,897 | $2.85M | 1.5% | +2.2% | 0.677% | |
| 10/28/2025 | Genesis Wealth Advisors LLC | 55,856 | $8.42M | 5.9% | +1.3% | 2.002% | |
| 10/23/2025 | Strategic Blueprint LLC | 4,024 | $607K | 0.0% | -63.4% | 0.144% | |
| 10/22/2025 | Kathmere Capital Management LLC | 4,101 | $619K | 0.0% | +17.5% | 0.147% | |
| 10/22/2025 | Cedar Point Capital Partners LLC | 68,961 | $10.40M | 6.8% | +1.4% | 2.472% | |
| 10/21/2025 | Synergy Asset Management LLC | 2,866 | $412K | 0.0% | +100.0% | 0.103% | |
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| 10/21/2025 | Coastline Trust Co | 14,452 | $2.18M | 0.2% | -1.5% | 0.518% | |
| 10/21/2025 | Mather Group LLC. | 213 | $32K | 0.0% | N/A | 0.008% | |
| 10/20/2025 | Armbruster Capital Management Inc. | 187,483 | $28.28M | 4.8% | +1.6% | 6.720% | |
| 10/20/2025 | Pure Financial Advisors LLC | 113,915 | $17.18M | 0.3% | +1.1% | 4.083% | |
| 10/10/2025 | Quotient Wealth Partners LLC | 1,354 | $204K | 0.0% | N/A | 0.049% | |
| 10/9/2025 | Dynamic Advisor Solutions LLC | 1,594 | $240K | 0.0% | N/A | 0.057% | |
| 10/7/2025 | Salem Investment Counselors Inc. | 695 | $105K | 0.0% | +73.8% | 0.025% | |
| 10/1/2025 | Hobart Private Capital LLC | 90,700 | $13.68M | 2.9% | -21.5% | 3.251% | |
| 9/4/2025 | Osaic Holdings Inc. | 37,270 | $5.36M | 0.0% | +105.7% | 1.336% | |
| 8/15/2025 | McIlrath & Eck LLC | 274 | $39K | 0.0% | -45.2% | 0.010% | |