| 10/14/2026 | Vestment Financial LLC | 228,025 | $18.69M | 8.4% | +6.1% | 4.000% | |
| 10/13/2026 | Avior Wealth Management LLC | 60,858 | $5M | 0.1% | -7.2% | 1.068% | |
| 10/5/2026 | Eastern Bank | 302 | $25K | 0.0% | -97.5% | 0.005% | |
| 9/2/2026 | Citadel Advisors LLC | 6,839 | $586K | 0.0% | -95.3% | 0.137% | |
| 8/23/2026 | PCG Wealth Advisors LLC | 38,811 | $3.32M | 0.7% | +1.2% | 0.776% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 12,845 | $1.10M | 0.0% | N/A | 0.257% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 2,836 | $243K | 0.0% | N/A | 0.057% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 128,604 | $11.02M | 0.2% | -4.0% | 2.572% | |
| 7/7/2026 | Avior Wealth Management LLC | 65,564 | $5.62M | 0.1% | -6.3% | 1.311% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 464,766 | $31.43M | 2.5% | +13.8% | 10.563% | |
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| 5/7/2026 | Beta Wealth Group Inc. | 4,634 | $313K | 0.1% | N/A | 0.105% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 4,004 | $271K | 0.0% | -6.0% | 0.091% | |
| 5/4/2026 | Retirement Planning Group LLC | 24,182 | $1.64M | 0.1% | -2.3% | 0.550% | |
| 4/29/2026 | Corus Family Wealth Advisors | 17,871 | $1.21M | 1.0% | +20.7% | 0.416% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 5,768 | $390K | 0.0% | +4.8% | 0.134% | |
| 4/28/2026 | Bogart Wealth LLC | 694 | $47K | 0.0% | N/A | 0.016% | |
| 4/28/2026 | CWS Financial Advisors LLC | 25,609 | $1.73M | 0.4% | N/A | 0.596% | |
| 4/23/2026 | Networth Advisors LLC | 34,951 | $2.36M | 1.7% | +14.3% | 0.813% | |
| 4/21/2026 | Madrid Wealth Management LLC | 31,462 | $2.13M | 1.6% | +28.7% | 0.732% | |
| 4/21/2026 | Pacific Sage Partners LLC | 147,423 | $9.97M | 1.6% | -1.0% | 3.428% | |
| 4/20/2026 | Centennial Wealth Advisory LLC | 5,492 | $371K | 0.1% | -11.0% | 0.128% | |
| 4/17/2026 | AdvisorNet Financial Inc | 580 | $39K | 0.0% | N/A | 0.013% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 334,097 | $21.31M | 0.0% | +3.2% | 9.546% | |
| 2/18/2026 | OLD Mission Capital LLC | 8,967 | $572K | 0.0% | -61.5% | 0.256% | |
| 2/17/2026 | Osaic Holdings Inc. | 2,334 | $149K | 0.0% | +67.2% | 0.067% | |
| 2/12/2026 | Jane Street Group LLC | 10,404 | $663K | 0.0% | N/A | 0.297% | |
| 2/12/2026 | Bank of Montreal Can | 442 | $28K | 0.0% | N/A | 0.013% | |
| 2/12/2026 | Prudent Man Investment Management Inc. | 10,086 | $643K | 0.2% | -53.6% | 0.288% | |
| 2/11/2026 | LPL Financial LLC | 4,171 | $266K | 0.0% | N/A | 0.119% | |
| 2/9/2026 | Clearwater Capital Advisors LLC | 408,240 | $26.03M | 2.2% | +0.5% | 11.664% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 1,001 | $64K | 0.0% | N/A | 0.029% | |
| 2/6/2026 | Mach 1 Financial Group LLC | 50,345 | $3.21M | 0.7% | N/A | 1.438% | |
| 2/6/2026 | Trajan Wealth LLC | 209,271 | $13.35M | 0.6% | -4.1% | 5.979% | |
| 2/6/2026 | Csenge Advisory Group | 4,687 | $299K | 0.0% | +9.9% | 0.134% | |
| 2/5/2026 | Avantax Planning Partners Inc. | 4,258 | $272K | 0.0% | -8.1% | 0.122% | |
| 2/4/2026 | Corus Family Wealth Advisors | 14,804 | $944K | 0.8% | +18.9% | 0.423% | |
| 2/3/2026 | Retirement Planning Group LLC | 24,739 | $1.58M | 0.1% | -2.2% | 0.707% | |
| 2/2/2026 | Montag A & Associates Inc. | 3,210 | $205K | 0.0% | N/A | 0.092% | |
| 2/2/2026 | Madrid Wealth Management LLC | 24,442 | $1.56M | 1.3% | N/A | 0.698% | |
| 1/29/2026 | Global Strategic Investment Solutions LLC | 5,506 | $351K | 0.0% | +5.6% | 0.162% | |
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| 1/26/2026 | Asset Dedication LLC | 2,805 | $179K | 0.0% | +63.6% | 0.083% | |
| 1/26/2026 | AE Wealth Management LLC | 1,045,963 | $66.70M | 0.4% | +56.4% | 30.764% | |
| 1/23/2026 | Tyche Wealth Partners LLC | 11,156 | $711K | 0.1% | +18.0% | 0.328% | |
| 1/23/2026 | BSW Wealth Partners | 6,218 | $397K | 0.0% | -5.5% | 0.183% | |
| 1/23/2026 | Vestment Financial LLC | 224,409 | $14.83M | 7.7% | +3.2% | 6.600% | |
| 1/22/2026 | Networth Advisors LLC | 30,574 | $1.95M | 1.4% | N/A | 0.899% | |
| 1/16/2026 | Pacific Sage Partners LLC | 148,846 | $9.49M | 1.5% | +0.9% | 4.378% | |
| 1/16/2026 | Red Lighthouse Investment Management LLC | 4,974 | $317K | 0.1% | +3.4% | 0.146% | |
| 1/16/2026 | Applied Capital LLC | 9,801 | $625K | 0.2% | -4.4% | 0.288% | |
| 1/15/2026 | Fortitude Family Office LLC | 30,857 | $1.97M | 0.5% | -5.8% | 0.908% | |
| 1/14/2026 | Centennial Wealth Advisory LLC | 6,170 | $393K | 0.1% | +4.4% | 0.181% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 108,645 | $6.93M | 0.1% | +12.9% | 3.195% | |
| 1/8/2026 | Ridgeline Wealth LLC | 59,629 | $3.80M | 2.6% | +2.4% | 1.754% | |
| 1/7/2026 | Tounjian Advisory Partners LLC | 79,920 | $5.10M | 1.7% | -2.5% | 2.351% | |
| 1/6/2026 | Avior Wealth Management LLC | 72,843 | $4.65M | 0.1% | -17.4% | 2.142% | |
| 1/1/2026 | JPMorgan Chase & Co. | 44,521 | $2.67M | 0.0% | -16.0% | 1.535% | |
| 11/20/2025 | Asset Dedication LLC | 1,715 | $103K | 0.0% | +249.3% | 0.059% | |
| 11/18/2025 | Corus Family Wealth Advisors | 12,452 | $746K | 0.5% | +55.0% | 0.429% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 323,614 | $19.39M | 0.0% | +59.9% | 11.159% | |
| 11/17/2025 | Citadel Advisors LLC | 8,258 | $495K | 0.0% | -66.3% | 0.285% | |
| 11/17/2025 | Bank of America Corp DE | 555 | $33K | 0.0% | N/A | 0.019% | |
| 11/12/2025 | Tounjian Advisory Partners LLC | 81,990 | $4.91M | 1.6% | -5.1% | 2.827% | |
| 11/10/2025 | MAI Capital Management | 435 | $26K | 0.0% | N/A | 0.015% | |
| 11/10/2025 | Trajan Wealth LLC | 218,170 | $13.08M | 0.6% | -4.3% | 7.523% | |
| 11/10/2025 | Advyzon Investment Management LLC | 4,047 | $243K | 0.0% | N/A | 0.140% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 96,208 | $5.77M | 0.1% | +34.7% | 3.318% | |
| 11/7/2025 | JPMorgan Chase & Co. | 44,521 | $2.67M | 0.0% | -16.0% | 1.535% | |
| 11/6/2025 | Pacific Sage Partners LLC | 147,502 | $8.84M | 1.5% | N/A | 5.086% | |
| 11/4/2025 | Tyche Wealth Partners LLC | 9,457 | $567K | 0.1% | +49.8% | 0.326% | |
| 11/3/2025 | AE Wealth Management LLC | 668,888 | $40.09M | 0.3% | +15.7% | 23.065% | |
| 10/31/2025 | Red Lighthouse Investment Management LLC | 4,811 | $288K | 0.1% | +22.3% | 0.166% | |
| 10/27/2025 | Retirement Planning Group LLC | 25,308 | $1.52M | 0.1% | -1.0% | 0.873% | |
| 10/22/2025 | Centennial Wealth Advisory LLC | 5,911 | $354K | 0.1% | +19.1% | 0.204% | |
| 10/21/2025 | Applied Capital LLC | 10,248 | $614K | 0.2% | -7.5% | 0.353% | |
| 10/20/2025 | Balance Wealth LLC | 4,906 | $294K | 0.1% | -4.2% | 0.169% | |
| 10/17/2025 | Fortitude Family Office LLC | 32,742 | $1.96M | 0.5% | -0.7% | 1.129% | |
| 10/16/2025 | Vestment Financial LLC | 217,547 | $13.15M | 7.5% | +143.8% | 7.502% | |
| 10/10/2025 | Ridgeline Wealth LLC | 58,251 | $3.49M | 2.6% | +8.1% | 2.009% | |
| 9/4/2025 | Osaic Holdings Inc. | 1,378 | $78K | 0.0% | N/A | 0.051% | |
| 8/19/2025 | Asset Dedication LLC | 491 | $28K | 0.0% | N/A | 0.018% | |
| 8/14/2025 | Jane Street Group LLC | 90,640 | $5.13M | 0.0% | N/A | 3.357% | |
| 8/14/2025 | Balance Wealth LLC | 5,123 | $290K | 0.2% | N/A | 0.190% | |
| 8/13/2025 | Flow Traders U.S. LLC | 89,511 | $5.07M | 0.2% | N/A | 3.315% | |
| 8/12/2025 | JPMorgan Chase & Co. | 52,971 | $3.00M | 0.0% | +18.0% | 1.962% | |
| 8/6/2025 | AE Wealth Management LLC | 578,087 | $32.73M | 0.2% | +23.8% | 21.411% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 3,933 | $223K | 0.1% | N/A | 0.146% | |
| 7/30/2025 | Retirement Planning Group LLC | 25,565 | $1.45M | 0.1% | +49.7% | 0.947% | |
| 7/29/2025 | Schubert & Co | 8,035 | $455K | 0.3% | +29.2% | 0.298% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 6,314 | $357K | 0.1% | N/A | 0.234% | |
| 7/22/2025 | Global Strategic Investment Solutions LLC | 5,310 | $301K | 0.0% | -5.0% | 0.197% | |
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| 7/22/2025 | Wealthcare Advisory Partners LLC | 71,438 | $4.05M | 0.1% | -0.4% | 2.646% | |
| 7/18/2025 | BSW Wealth Partners | 6,578 | $372K | 0.1% | +11.9% | 0.255% | |
| 7/17/2025 | Applied Capital LLC | 11,084 | $628K | 0.3% | -8.9% | 0.430% | |
| 7/17/2025 | Avior Wealth Management LLC | 104,344 | $5.91M | 0.2% | +139.8% | 4.044% | |
| 7/16/2025 | Plancorp LLC | 4,075 | $231K | 0.0% | N/A | 0.162% | |
| 7/15/2025 | Vestment Financial LLC | 89,243 | $5.08M | 3.2% | N/A | 3.541% | |
| 7/15/2025 | Fortitude Family Office LLC | 32,975 | $1.87M | 0.6% | N/A | 1.309% | |
| 7/11/2025 | Ridgeline Wealth LLC | 53,862 | $3.05M | 2.5% | +18.1% | 2.137% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 86,400 | $4.89M | 0.9% | -0.9% | 3.429% | |
| 7/8/2025 | RMR Wealth Builders | 4,780 | $271K | 0.0% | N/A | 0.190% | |