| 6/23/2026 | MTM Financial Group LLC | 90,496 | $2.94M | 1.4% | +3.7% | 0.572% | |
| 6/3/2026 | Wealthquest Corp | 4,662,358 | $151.34M | 10.7% | +50.3% | 29.453% | |
| 6/3/2026 | NewEdge Advisors LLC | 550,618 | $17.87M | 0.1% | +1.6% | 3.478% | |
| 5/19/2026 | NewEdge Advisors LLC | 550,618 | $17.87M | 0.3% | +1.6% | 3.478% | |
| 5/19/2026 | Centaurus Financial Inc. | 342,799 | $11.13M | 0.5% | +1.9% | 2.166% | |
| 5/13/2026 | Cetera Investment Advisers | 302,531 | $9.82M | 0.0% | +0.8% | 1.911% | |
| 5/13/2026 | NewEdge Wealth LLC | 21,880 | $710K | 0.0% | N/A | 0.138% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 2,909 | $94K | 0.0% | N/A | 0.018% | |
| 5/7/2026 | Hollencrest Capital Management | 1,232,961 | $40.01M | 1.5% | +0.7% | 7.789% | |
| 5/6/2026 | Independent Financial Group LLC | 75,455 | $2.45M | 0.1% | N/A | 0.477% | |
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| 5/5/2026 | Sigma Planning Corp | 212,860 | $6.91M | 0.2% | +16.5% | 1.345% | |
| 5/4/2026 | Vantage Point Financial LLC | 9,815 | $319K | 0.1% | +6.6% | 0.062% | |
| 5/2/2026 | Arlington Capital Management Inc. | 7,781 | $253K | 0.1% | +5.4% | 0.049% | |
| 5/2/2026 | Diversify Wealth Management LLC | 22,450 | $749K | 0.0% | N/A | 0.142% | |
| 5/1/2026 | Sovran Advisors LLC | 29,181 | $976K | 0.1% | N/A | 0.184% | |
| 4/30/2026 | ATX Financial Planning LLC | 10,474 | $340K | 0.3% | -58.9% | 0.066% | |
| 4/30/2026 | Kestra Advisory Services LLC | 19,464 | $632K | 0.0% | -2.2% | 0.123% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 18,086 | $587K | 0.0% | N/A | 0.114% | |
| 4/29/2026 | Addison Capital Co | 25,161 | $817K | 0.1% | N/A | 0.159% | |
| 4/27/2026 | Private Advisor Group LLC | 6,280 | $204K | 0.0% | N/A | 0.040% | |
| 4/24/2026 | SMART Wealth LLC | 61,018 | $1.98M | 0.6% | -9.6% | 0.385% | |
| 4/23/2026 | Macco Financial Group Inc. | 109,177 | $3.54M | 2.7% | -1.6% | 0.690% | |
| 4/22/2026 | Keystone Financial Group Inc. | 3,290 | $102K | 0.1% | -74.2% | 0.021% | |
| 4/21/2026 | KFG Wealth Management LLC | 37,072 | $1.20M | 0.2% | +5.2% | 0.234% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 29,835 | $968K | 0.0% | -20.6% | 0.188% | |
| 4/20/2026 | Blue Trust Inc. | 2,680 | $87K | 0.0% | N/A | 0.017% | |
| 4/17/2026 | Summit Wealth Partners LLC | 15,923 | $517K | 0.1% | N/A | 0.101% | |
| 4/17/2026 | Brookstone Capital Management | 186,200 | $6.04M | 0.1% | +3.6% | 1.176% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 18,708 | $607K | 0.3% | +39.3% | 0.118% | |
| 2/24/2026 | Macco Financial Group Inc. | 110,938 | $3.61M | 3.1% | N/A | 0.701% | |
| 2/19/2026 | ATX Financial Planning LLC | 25,455 | $829K | 0.6% | N/A | 0.161% | |
| 2/18/2026 | NewEdge Advisors LLC | 541,860 | $17.65M | 0.1% | +21.0% | 3.423% | |
| 2/18/2026 | IHT Wealth Management LLC | 6,097 | $200K | 0.0% | N/A | 0.039% | |
| 2/18/2026 | Claro Advisors Inc. | 47,220 | $1.54M | 0.2% | +12.4% | 0.298% | |
| 2/17/2026 | Cetera Investment Advisers | 300,258 | $9.78M | 0.0% | +52.1% | 1.897% | |
| 2/17/2026 | Osaic Holdings Inc. | 1,460,234 | $47.56M | 0.1% | +0.3% | 9.224% | |
| 2/17/2026 | Captrust Financial Advisors | 863,617 | $28.13M | 0.1% | -3.8% | 5.456% | |
| 2/16/2026 | MML Investors Services LLC | 258,554 | $8.42M | 0.0% | +109.1% | 1.633% | |
| 2/16/2026 | Motiv8 Investments LLC | 9,504 | $310K | 0.2% | -22.1% | 0.060% | |
| 2/13/2026 | Kestra Advisory Services LLC | 19,900 | $648K | 0.0% | N/A | 0.126% | |
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| 2/13/2026 | CreativeOne Wealth LLC | 18,593 | $606K | 0.0% | +50.4% | 0.117% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 68,611 | $2.24M | 0.1% | +21.9% | 0.433% | |
| 2/13/2026 | Vistica Wealth Advisors LLC | 7,900 | $257K | 0.3% | N/A | 0.050% | |
| 2/12/2026 | Hollencrest Capital Management | 1,224,536 | $39.87M | 1.4% | +6.0% | 7.736% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 28,389 | $925K | 0.0% | -15.1% | 0.179% | |
| 2/12/2026 | Triumph Capital Management | 108,576 | $3.54M | 0.8% | +636.4% | 0.686% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 367,886 | $11.98M | 0.0% | +12.0% | 2.324% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 8,047 | $262K | 0.0% | +6.2% | 0.051% | |
| 2/11/2026 | LPL Financial LLC | 30,652 | $998K | 0.0% | +15.4% | 0.194% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 6,475 | $211K | 0.0% | N/A | 0.041% | |
| 2/10/2026 | Calton & Associates Inc. | 6,890 | $224K | 0.0% | N/A | 0.044% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 173,737 | $5.66M | 0.1% | +7.1% | 1.098% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 35,689 | $1.16M | 0.0% | +11.6% | 0.225% | |
| 2/9/2026 | Harbour Investments Inc. | 33,420 | $1.09M | 0.0% | +3.0% | 0.211% | |
| 2/9/2026 | Wealthquest Corp | 3,103,032 | $101.07M | 7.6% | +9.5% | 19.602% | |
| 2/6/2026 | IFP Advisors Inc | 5,167 | $168K | 0.0% | +22.2% | 0.033% | |
| 2/6/2026 | Tanglewood Legacy Advisors LLC | 24,770 | $807K | 0.3% | +39.9% | 0.156% | |
| 2/5/2026 | Schulz Wealth LTD. | 66,782 | $2.18M | 1.4% | +55.1% | 0.422% | |
| 2/5/2026 | Atria Investments Inc | 157,226 | $5.12M | 0.1% | -12.3% | 0.993% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 25,153 | $819K | 0.0% | +4,930.6% | 0.159% | |
| 2/4/2026 | Ballast Rock Private Wealth LLC | 13,431 | $437K | 0.3% | N/A | 0.085% | |
| 2/3/2026 | Vantage Financial Partners LLC | 22,389 | $729K | 0.1% | +2.7% | 0.141% | |
| 2/3/2026 | D.B. Root & Company LLC | 320,293 | $10.43M | 2.5% | +13.2% | 2.023% | |
| 2/2/2026 | Truist Financial Corp | 160,878 | $5.24M | 0.0% | +1.9% | 1.016% | |
| 2/2/2026 | Woodard & Co. Asset Management Group Inc. ADV | 28,509 | $929K | 0.1% | +15.4% | 0.180% | |
| 2/2/2026 | Vantage Point Financial LLC | 9,204 | $300K | 0.1% | +9.6% | 0.058% | |
| 1/30/2026 | Secured Retirement Advisors LLC | 37,821 | $1.23M | 0.7% | -8.1% | 0.239% | |
| 1/30/2026 | Sigma Planning Corp | 182,789 | $5.95M | 0.2% | +18.3% | 1.155% | |
| 1/29/2026 | Comprehensive Financial Consultants Institutional Inc. | 128,118 | $4.17M | 1.3% | +0.6% | 0.809% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 37,565 | $1.22M | 0.0% | -8.8% | 0.237% | |
| 1/28/2026 | Grant Street Asset Management Inc. | 828,911 | $27.00M | 5.4% | +7.2% | 5.236% | |
| 1/27/2026 | Belpointe Asset Management LLC | 61,854 | $2.02M | 0.1% | +5.5% | 0.391% | |
| 1/26/2026 | SMART Wealth LLC | 67,532 | $2.20M | 0.7% | -9.0% | 0.427% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,476 | $48K | 0.0% | +250.6% | 0.009% | |
| 1/23/2026 | Diversify Advisory Services LLC | 23,055 | $756K | 0.0% | +26.6% | 0.146% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 5,477 | $178K | 0.0% | N/A | 0.035% | |
| 1/21/2026 | Crux Wealth Advisors | 12,757 | $415K | 0.2% | +11.0% | 0.081% | |
| 1/21/2026 | KFG Wealth Management LLC | 35,245 | $1.15M | 0.2% | +25.2% | 0.223% | |
| 1/20/2026 | Sugar Maple Asset Management LLC | 43,545 | $1.42M | 1.0% | +0.8% | 0.275% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 16,471 | $536K | 0.0% | +81.9% | 0.104% | |
| 1/20/2026 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 204,900 | $6.67M | 0.4% | N/A | 1.294% | |
| 1/20/2026 | October Effect Ltd | 8,142 | $265K | 0.3% | -45.7% | 0.051% | |
| 1/16/2026 | Keystone Financial Group Inc. | 12,771 | $411K | 0.2% | -15.9% | 0.081% | |
| 1/16/2026 | CRA Financial Services LLC | 396,346 | $12.91M | 1.7% | +4.3% | 2.504% | |
| 1/15/2026 | Range Financial Group LLC | 21,973 | $716K | 0.2% | +28.6% | 0.139% | |
| 1/15/2026 | Brookstone Capital Management | 179,756 | $5.86M | 0.1% | +32.9% | 1.136% | |
| 1/14/2026 | Pallas Capital Advisors LLC | 261,495 | $8.52M | 0.3% | +7.5% | 1.652% | |
| 1/14/2026 | Accurate Wealth Management LLC | 6,296 | $206K | 0.0% | -19.5% | 0.040% | |
| 1/12/2026 | Central Valley Advisors LLC | 431,379 | $14.05M | 4.2% | +1.1% | 2.725% | |
| 1/9/2026 | PTM Wealth Management LLC | 276,559 | $9.02M | 5.1% | +6.1% | 1.747% | |
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| 1/7/2026 | Sagespring Wealth Partners LLC | 102,235 | $3.33M | 0.0% | +24.7% | 0.646% | |
| 1/6/2026 | Arlington Capital Management Inc. | 7,383 | $240K | 0.1% | N/A | 0.047% | |
| 12/23/2025 | Triumph Capital Management | 14,744 | $470K | 0.1% | -26.5% | 0.093% | |
| 12/2/2025 | IFP Advisors Inc | 4,227 | $135K | 0.0% | +30.6% | 0.027% | |
| 11/20/2025 | Centaurus Financial Inc. | 345,153 | $11.00M | 0.5% | +6.3% | 2.180% | |
| 11/19/2025 | Captrust Financial Advisors | 897,311 | $28.61M | 0.1% | +21.4% | 5.668% | |
| 11/18/2025 | Advisory Services Network LLC | 41,323 | $1.32M | 0.0% | +11.7% | 0.261% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 41,185 | $1.31M | 0.0% | +28.5% | 0.260% | |
| 11/17/2025 | NewEdge Advisors LLC | 447,772 | $14.28M | 0.1% | +6.0% | 2.829% | |
| 11/17/2025 | Triumph Capital Management | 14,744 | $470K | 0.1% | -26.5% | 0.093% | |