| 10/13/2026 | Avior Wealth Management LLC | 113,054 | $4.29M | 0.1% | N/A | 0.334% | |
| 10/9/2026 | First Heartland Consultants Inc. | 6,434 | $244K | 0.0% | N/A | 0.019% | |
| 10/8/2026 | CoreCap Advisors LLC | 29,278 | $1.11M | 0.0% | -2.7% | 0.087% | |
| 10/5/2026 | Park National Corp OH | 362,028 | $13.73M | 0.4% | N/A | 1.074% | |
| 10/2/2026 | Private Client Services LLC | 9,694 | $368K | 0.1% | N/A | 0.029% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 23,194 | $858K | 0.0% | +19.0% | 0.069% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 1,085,460 | $40.16M | 0.0% | +9.3% | 3.207% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 252,444 | $9.34M | 0.1% | -6.1% | 0.747% | |
| 9/9/2026 | RFG Advisory LLC | 24,559 | $909K | 0.0% | -15.8% | 0.073% | |
| 9/9/2026 | NewEdge Advisors LLC | 253,115 | $9.37M | 0.0% | +0.8% | 0.749% | |
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| 9/9/2026 | IFP Advisors Inc | 107,625 | $3.98M | 0.1% | +5.3% | 0.318% | |
| 9/9/2026 | Baird Financial Group Inc. | 200,590 | $7.42M | 0.0% | +5.4% | 0.593% | |
| 9/2/2026 | Citadel Advisors LLC | 28,348 | $1.05M | 0.0% | -53.4% | 0.084% | |
| 8/27/2026 | Tucker Asset Management LLC | 8,385 | $310K | 0.1% | +29.9% | 0.025% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 25,092 | $928K | 0.0% | N/A | 0.074% | |
| 8/23/2026 | PCG Wealth Advisors LLC | 126,201 | $4.67M | 1.0% | -3.8% | 0.373% | |
| 8/23/2026 | POM Investment Strategies LLC | 1,386 | $51K | 0.1% | +226.9% | 0.004% | |
| 8/23/2026 | Asset Allocation Strategies LLC | 19,841 | $734K | 0.1% | +65.4% | 0.059% | |
| 8/22/2026 | NI Acquisitions Company LLC | 1,132 | $42K | 0.0% | N/A | 0.003% | |
| 8/22/2026 | Legacy Wealth Managment LLC ID | 11,956 | $442K | 0.2% | +233.3% | 0.035% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 39,071 | $1.45M | 0.0% | +7.7% | 0.116% | |
| 8/21/2026 | Orion Capital Management LLC | 722 | $27K | 0.0% | N/A | 0.002% | |
| 7/9/2026 | IFC & Insurance Marketing Inc. | 182,240 | $6.74M | 5.9% | +7.4% | 0.539% | |
| 7/8/2026 | First Heartland Consultants Inc. | 6,429 | $238K | 0.0% | N/A | 0.019% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 50,934 | $1.89M | 0.1% | -7.5% | 0.151% | |
| 7/7/2026 | Avior Wealth Management LLC | 123,746 | $4.58M | 0.1% | -32.2% | 0.366% | |
| 7/7/2026 | CoreCap Advisors LLC | 30,085 | $1.11M | 0.0% | +7.0% | 0.089% | |
| 7/6/2026 | Hobart Private Capital LLC | 425,915 | $15.76M | 2.7% | +5.5% | 1.260% | |
| 6/18/2026 | Western Wealth Management LLC | 38,509 | $1.31M | 0.0% | -2.9% | 0.113% | |
| 6/3/2026 | NewEdge Advisors LLC | 251,181 | $8.55M | 0.0% | +10.8% | 0.739% | |
| 5/19/2026 | Western Wealth Management LLC | 38,509 | $1.31M | 0.0% | -2.9% | 0.113% | |
| 5/19/2026 | NewEdge Advisors LLC | 196,892 | $6.70M | 0.1% | -13.2% | 0.579% | |
| 5/19/2026 | Arkadios Wealth Advisors | 11,896 | $405K | 0.0% | -17.3% | 0.035% | |
| 5/18/2026 | Royal Bank of Canada | 514,094 | $17.50M | 0.0% | +16.6% | 1.512% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 168,521 | $5.74M | 0.2% | +118.2% | 0.496% | |
| 5/15/2026 | Wealth Watch Advisors INC | 27,665 | $942K | 0.4% | -16.6% | 0.081% | |
| 5/14/2026 | CLG LLC | 17,042 | $580K | 0.1% | -3.8% | 0.050% | |
| 5/13/2026 | Cetera Investment Advisers | 1,490,187 | $50.73M | 0.1% | +3.2% | 4.383% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 3,587 | $122K | 0.1% | -95.3% | 0.011% | |
| 5/6/2026 | Assetmark Inc. | 397,456 | $13.53M | 0.0% | +12.2% | 1.169% | |
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| 5/6/2026 | Independent Financial Group LLC | 73,337 | $2.50M | 0.1% | N/A | 0.216% | |
| 5/5/2026 | D.A. Davidson & CO. | 350,180 | $11.92M | 0.1% | -1.2% | 1.030% | |
| 5/5/2026 | Bank of New York Mellon Corp | 100,283 | $3.41M | 0.0% | +7.2% | 0.295% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 22,480 | $765K | 0.0% | +2.5% | 0.066% | |
| 5/5/2026 | Sanctuary Advisors LLC | 65,064 | $2.22M | 0.0% | +1.5% | 0.191% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 18,946 | $645K | 0.3% | +17.0% | 0.056% | |
| 5/5/2026 | Sigma Planning Corp | 86,916 | $2.96M | 0.1% | +1.0% | 0.256% | |
| 5/4/2026 | HBW Advisory Services LLC | 50,790 | $1.73M | 0.2% | +5.7% | 0.149% | |
| 5/2/2026 | International Assets Investment Management LLC | 23,313 | $799K | 0.0% | -4.4% | 0.069% | |
| 4/30/2026 | Kestra Advisory Services LLC | 230,796 | $7.86M | 0.0% | -57.8% | 0.678% | |
| 4/28/2026 | LVZ Inc. | 84,114 | $2.86M | 0.3% | -22.1% | 0.247% | |
| 4/27/2026 | Altus Wealth Group LLC | 39,524 | $1.35M | 0.6% | -11.0% | 0.116% | |
| 4/27/2026 | Private Advisor Group LLC | 316,027 | $10.76M | 0.1% | -3.4% | 0.928% | |
| 4/25/2026 | KPP Advisory Services LLC | 317,299 | $10.80M | 1.6% | +2.7% | 0.933% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 15,272 | $520K | 0.1% | -5.6% | 0.045% | |
| 4/23/2026 | Asset Allocation Strategies LLC | 11,994 | $408K | 0.1% | -20.0% | 0.035% | |
| 4/23/2026 | Apollon Wealth Management LLC | 9,878 | $336K | 0.0% | -3.2% | 0.029% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 8,156 | $278K | 0.0% | N/A | 0.024% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 8,468 | $288K | 0.0% | +31.6% | 0.025% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 10,652 | $363K | 0.0% | -93.9% | 0.031% | |
| 4/20/2026 | RFG Advisory LLC | 29,171 | $993K | 0.0% | +19.0% | 0.086% | |
| 4/20/2026 | Centennial Wealth Advisory LLC | 216,767 | $7.38M | 1.8% | +73.6% | 0.638% | |
| 4/17/2026 | IFC & Insurance Marketing Inc. | 169,653 | $5.78M | 6.0% | +36.0% | 0.499% | |
| 4/16/2026 | Park National Corp OH | 367,337 | $12.51M | 0.4% | +1.6% | 1.080% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 62,379 | $2.12M | 0.1% | -1.0% | 0.183% | |
| 3/13/2026 | World Investment Advisors | 7,385 | $261K | 0.0% | N/A | 0.021% | |
| 2/18/2026 | Ameriflex Group Inc. | 1,162 | $41K | 0.0% | +78.8% | 0.003% | |
| 2/18/2026 | NewEdge Advisors LLC | 226,754 | $8.02M | 0.0% | +15.6% | 0.641% | |
| 2/18/2026 | Pacific Excel Wealth Advisors Inc. | 25,879 | $915K | 1.7% | N/A | 0.073% | |
| 2/18/2026 | VestGen Advisors LLC | 259,184 | $9.16M | 0.4% | +118.2% | 0.733% | |
| 2/18/2026 | Maia Wealth LLC | 40,399 | $1.41M | 0.2% | -3.8% | 0.114% | |
| 2/17/2026 | Cetera Investment Advisers | 1,443,478 | $51.03M | 0.1% | +2.5% | 4.083% | |
| 2/17/2026 | Equitable Holdings Inc. | 62,732 | $2.22M | 0.0% | +4.8% | 0.177% | |
| 2/17/2026 | Wealth Watch Advisors INC | 33,155 | $1.17M | 0.4% | +78.6% | 0.094% | |
| 2/17/2026 | Osaic Holdings Inc. | 748,432 | $26.46M | 0.0% | +2.4% | 2.117% | |
| 2/17/2026 | Private Advisor Group LLC | 327,143 | $11.57M | 0.1% | -12.5% | 0.925% | |
| 2/17/2026 | &PARTNERS | 18,343 | $655K | 0.0% | +55.0% | 0.052% | |
| 2/17/2026 | Royal Bank of Canada | 440,731 | $15.58M | 0.0% | -3.2% | 1.247% | |
| 2/16/2026 | MML Investors Services LLC | 146,547 | $5.18M | 0.0% | -10.5% | 0.415% | |
| 2/16/2026 | Mariner LLC | 11,941 | $422K | 0.0% | +49.9% | 0.034% | |
| 2/16/2026 | Financial Gravity Asset Management Inc. | 2,743 | $97K | 0.0% | -86.5% | 0.008% | |
| 2/16/2026 | Arax Advisory Partners | 2,083 | $74K | 0.0% | N/A | 0.006% | |
| 2/13/2026 | Kestra Advisory Services LLC | 546,520 | $19.32M | 0.1% | -41.6% | 1.546% | |
| 2/13/2026 | Altus Wealth Group LLC | 44,385 | $1.57M | 0.6% | -0.9% | 0.126% | |
| 2/13/2026 | Stifel Financial Corp | 756,372 | $26.74M | 0.0% | +1.9% | 2.140% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 1,111 | $40K | 0.0% | +100.5% | 0.003% | |
| 2/13/2026 | Magnolia Capital Advisors LLC | 15,193 | $537K | 0.1% | N/A | 0.043% | |
| 2/13/2026 | Arkadios Wealth Advisors | 14,382 | $508K | 0.0% | +5.3% | 0.041% | |
| 2/13/2026 | First Trust Advisors LP | 9,025 | $319K | 0.0% | +37.6% | 0.026% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 380,725 | $13.46M | 0.2% | -23.6% | 1.077% | |
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| 2/13/2026 | Golden State Wealth Management LLC | 61,570 | $2.18M | 0.2% | +7.8% | 0.174% | |
| 2/13/2026 | Wells Fargo & Company MN | 424,094 | $14.99M | 0.0% | +22.8% | 1.200% | |
| 2/13/2026 | Asset Allocation Strategies LLC | 14,999 | $530K | 0.1% | +61.6% | 0.042% | |
| 2/13/2026 | Summit Financial LLC | 14,461 | $511K | 0.0% | -11.3% | 0.041% | |
| 2/12/2026 | Rossby Financial LCC | 6,058 | $214K | 0.1% | -4.9% | 0.017% | |
| 2/12/2026 | Jane Street Group LLC | 22,179 | $784K | 0.0% | -53.2% | 0.063% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 59,098 | $2.09M | 0.0% | +6.5% | 0.167% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 541,126 | $19.13M | 0.0% | -36.4% | 1.531% | |
| 2/12/2026 | StoneX Group Inc. | 28,955 | $1.02M | 0.0% | +30.4% | 0.082% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 124,788 | $4.41M | 4.4% | N/A | 0.353% | |