| 6/9/2026 | Robinswood Financial LLC | 1,363 | $60K | 0.1% | N/A | 0.015% | |
| 5/19/2026 | Bank of America Corp DE | 99,069 | $4.39M | 0.0% | +152.1% | 1.071% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 796 | $35K | 0.0% | +74.9% | 0.009% | |
| 5/18/2026 | Royal Bank of Canada | 5,495 | $244K | 0.0% | +55.1% | 0.059% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 12,424 | $551K | 0.0% | -63.2% | 0.134% | |
| 5/13/2026 | Cetera Investment Advisers | 6,734 | $299K | 0.0% | -3.8% | 0.073% | |
| 5/5/2026 | Sanctuary Advisors LLC | 134,515 | $5.96M | 0.0% | +11.0% | 1.454% | |
| 5/4/2026 | Procyon Advisors LLC | 47,598 | $2.11M | 0.0% | -4.5% | 0.515% | |
| 5/1/2026 | TSA Wealth Managment LLC | 39,565 | $1.75M | 0.6% | -10.6% | 0.428% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 14,715 | $652K | 0.0% | -6.3% | 0.159% | |
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| 5/1/2026 | DMC Group LLC | 21,565 | $956K | 0.6% | -2.4% | 0.233% | |
| 4/30/2026 | Kestra Advisory Services LLC | 8,931 | $396K | 0.0% | +9.4% | 0.097% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 28,824 | $1.29M | 0.1% | +8.6% | 0.312% | |
| 4/29/2026 | Horst & Graben Wealth Management LLC | 25,639 | $1.14M | 0.2% | -1.4% | 0.277% | |
| 4/27/2026 | Kelman Lazarov Inc. | 25,682 | $1.14M | 0.2% | -29.0% | 0.278% | |
| 4/23/2026 | Bigelow Investment Advisors LLC | 28,009 | $1.24M | 0.5% | -39.5% | 0.303% | |
| 4/23/2026 | North Star Investment Management Corp. | 12,403 | $550K | 0.0% | -7.8% | 0.134% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 12,226 | $542K | 0.0% | +100.0% | 0.132% | |
| 4/21/2026 | Hoxton Planning & Management LLC | 7,236 | $321K | 0.1% | -20.5% | 0.078% | |
| 2/18/2026 | EP Wealth Advisors LLC | 14,443 | $643K | 0.0% | N/A | 0.162% | |
| 2/17/2026 | Cetera Investment Advisers | 7,003 | $312K | 0.0% | N/A | 0.079% | |
| 2/17/2026 | Osaic Holdings Inc. | 4,890 | $218K | 0.0% | +112.2% | 0.055% | |
| 2/17/2026 | Royal Bank of Canada | 3,543 | $158K | 0.0% | -7.4% | 0.040% | |
| 2/16/2026 | MML Investors Services LLC | 23,051 | $1.03M | 0.0% | +5.3% | 0.259% | |
| 2/16/2026 | Mariner LLC | 8,373 | $373K | 0.0% | -17.8% | 0.094% | |
| 2/16/2026 | Focus Partners Wealth | 828,042 | $36.88M | 0.0% | +3,914.7% | 9.304% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,161 | $363K | 0.0% | +12.0% | 0.092% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 663 | $30K | 0.0% | -44.0% | 0.007% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 4,735 | $211K | 0.0% | N/A | 0.053% | |
| 2/12/2026 | Advisors Asset Management Inc. | 11,587 | $516K | 0.0% | -27.1% | 0.130% | |
| 2/12/2026 | Jane Street Group LLC | 36,881 | $1.64M | 0.0% | -47.8% | 0.414% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 150,097 | $6.69M | 0.0% | +1.1% | 1.686% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,548 | $203K | 0.0% | -5.1% | 0.051% | |
| 2/12/2026 | Betterment LLC | 9,039 | $403K | 0.0% | +5.5% | 0.102% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 46,409 | $2.07M | 0.0% | +1.0% | 0.521% | |
| 2/11/2026 | Hoxton Planning & Management LLC | 9,107 | $406K | 0.1% | -4.1% | 0.102% | |
| 2/11/2026 | LPL Financial LLC | 391,218 | $17.43M | 0.0% | +98.1% | 4.396% | |
| 2/11/2026 | JPMorgan Chase & Co. | 572,425 | $25.50M | 0.0% | -2.9% | 6.432% | |
| 2/11/2026 | Argent Advisors Inc. | 9,066 | $404K | 0.1% | -59.6% | 0.102% | |
| 2/11/2026 | Avise Financial Cooperative Inc. | 86,714 | $3.86M | 3.5% | N/A | 0.974% | |
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| 2/10/2026 | Portland Global Advisors LLC | 380,968 | $16.97M | 1.8% | +3.1% | 4.281% | |
| 2/10/2026 | CFS Investment Advisory Services LLC | 26,548 | $1.18M | 0.1% | -4.5% | 0.298% | |
| 2/6/2026 | Global Retirement Partners LLC | 6,471 | $288K | 0.0% | +7.9% | 0.073% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 2,142 | $95K | 0.0% | +83.2% | 0.024% | |
| 2/3/2026 | Farmers & Merchants Investments Inc. | 299,939 | $13.36M | 0.4% | +12.4% | 3.370% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 15,706 | $700K | 0.0% | -19.3% | 0.176% | |
| 1/30/2026 | North Star Investment Management Corp. | 13,452 | $599K | 0.0% | -3.5% | 0.151% | |
| 1/29/2026 | Ashton Thomas Private Wealth LLC | 9,208 | $410K | 0.0% | +11.5% | 0.104% | |
| 1/29/2026 | Retirement Solution LLC | 8,245 | $367K | 0.1% | -5.6% | 0.093% | |
| 1/29/2026 | UBS Group AG | 84,624 | $3.77M | 0.0% | +5.5% | 0.956% | |
| 1/29/2026 | Kickstand Ventures LLC. | 44,928 | $2.00M | 0.4% | -2.3% | 0.508% | |
| 1/29/2026 | Sanctuary Advisors LLC | 121,165 | $5.40M | 0.0% | -4.8% | 1.369% | |
| 1/28/2026 | Bigelow Investment Advisors LLC | 46,311 | $2.06M | 0.8% | -15.1% | 0.523% | |
| 1/28/2026 | Planned Solutions Inc. | 17,906 | $798K | 0.3% | -6.9% | 0.202% | |
| 1/27/2026 | Horst & Graben Wealth Management LLC | 26,005 | $1.16M | 0.2% | -5.3% | 0.294% | |
| 1/27/2026 | 5T Wealth LLC | 36,165 | $1.61M | 0.6% | -3.7% | 0.409% | |
| 1/26/2026 | Kelman Lazarov Inc. | 36,184 | $1.61M | 0.2% | -26.7% | 0.409% | |
| 1/26/2026 | McGuire Investment Group LLC | 174,950 | $7.79M | 0.8% | +11.5% | 1.977% | |
| 1/23/2026 | Guidance Capital Inc. | 16,484 | $736K | 0.2% | N/A | 0.186% | |
| 1/22/2026 | Bartlett & CO. Wealth Management LLC | 23,136 | $1.03M | 0.0% | +31.5% | 0.261% | |
| 1/22/2026 | Quotient Wealth Partners LLC | 4,633 | $206K | 0.0% | N/A | 0.052% | |
| 1/22/2026 | TSA Wealth Managment LLC | 44,247 | $1.97M | 0.7% | +9.7% | 0.500% | |
| 1/21/2026 | DMC Group LLC | 22,096 | $984K | 0.7% | -7.9% | 0.250% | |
| 1/20/2026 | LifePlan Financial LLC | 48,603 | $2.17M | 1.7% | +1.3% | 0.537% | |
| 1/20/2026 | Northland Capital Management LLC | 678,983 | $30.24M | 16.9% | +1.0% | 7.503% | |
| 1/16/2026 | IVC Wealth Advisors LLC | 4,750 | $212K | 0.1% | N/A | 0.052% | |
| 1/15/2026 | Foster & Motley Inc. | 5,629 | $251K | 0.0% | -54.3% | 0.062% | |
| 1/14/2026 | Cypress Wealth Services LLC | 10,121 | $451K | 0.1% | -4.8% | 0.112% | |
| 1/14/2026 | Prosperity Planning Inc. | 286,406 | $12.76M | 3.3% | +7.2% | 3.165% | |
| 1/12/2026 | Myecfo LLC | 45,945 | $2.05M | 0.9% | -14.1% | 0.508% | |
| 1/12/2026 | Evanson Asset Management LLC | 21,360 | $951K | 0.1% | N/A | 0.236% | |
| 1/12/2026 | Focus Financial Network Inc. | 41,609 | $1.85M | 0.1% | +0.7% | 0.460% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 51,517 | $2.29M | 0.0% | -13.9% | 0.569% | |
| 1/7/2026 | Procyon Advisors LLC | 49,856 | $2.22M | 0.0% | -2.1% | 0.551% | |
| 1/5/2026 | Park Avenue Securities LLC | 35,060 | $1.56M | 0.0% | +1.1% | 0.387% | |
| 1/1/2026 | JPMorgan Chase & Co. | 589,403 | $26.14M | 0.0% | -4.1% | 6.975% | |
| 11/20/2025 | First Affirmative Financial Network | 4,839 | $215K | 0.1% | N/A | 0.057% | |
| 11/18/2025 | Advisory Services Network LLC | 570 | $25K | 0.0% | N/A | 0.007% | |
| 11/17/2025 | Financial Engines Advisors L.L.C. | 148,468 | $6.59M | 0.0% | +4.2% | 1.757% | |
| 11/17/2025 | Susquehanna International Group LLP | 5,801 | $257K | 0.0% | -81.8% | 0.069% | |
| 11/17/2025 | Mariner LLC | 10,183 | $452K | 0.0% | +4.6% | 0.121% | |
| 11/17/2025 | Kickstand Ventures LLC. | 45,970 | $2.04M | 0.4% | -4.0% | 0.544% | |
| 11/17/2025 | Bank of America Corp DE | 58,962 | $2.62M | 0.0% | -3.2% | 0.698% | |
| 11/17/2025 | Ameriprise Financial Inc. | 31,172 | $1.38M | 0.0% | -18.6% | 0.369% | |
| 11/14/2025 | Raymond James Financial Inc. | 63,893 | $2.83M | 0.0% | +4.8% | 0.756% | |
| 11/13/2025 | Betterment LLC | 8,569 | $380K | 0.0% | +11.5% | 0.101% | |
| 11/13/2025 | UBS Group AG | 80,180 | $3.56M | 0.0% | +1.1% | 0.949% | |
| 11/13/2025 | LifePlan Financial LLC | 47,967 | $2.13M | 1.7% | +2.2% | 0.568% | |
| 11/13/2025 | Private Advisor Group LLC | 30,885 | $1.37M | 0.0% | +2.5% | 0.366% | |
| 11/12/2025 | Chapman Financial Group LLC | 28,231 | $1.25M | 0.9% | +9.9% | 0.334% | |
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| 11/12/2025 | Kelman Lazarov Inc. | 49,356 | $2.19M | 0.3% | -13.3% | 0.584% | |
| 11/10/2025 | Portland Global Advisors LLC | 369,412 | $16.38M | 1.8% | +2.5% | 4.372% | |
| 11/10/2025 | Kovitz Investment Group Partners LLC | 808,423 | $35.85M | 0.1% | +1.7% | 9.567% | |
| 11/10/2025 | TSA Wealth Managment LLC | 40,330 | $1.79M | 0.6% | -4.7% | 0.477% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 230,198 | $10.21M | 0.1% | -0.9% | 2.724% | |
| 11/10/2025 | Beverly Hills Private Wealth LLC | 120,869 | $5.36M | 0.9% | +9.5% | 1.430% | |
| 11/7/2025 | JPMorgan Chase & Co. | 589,403 | $26.14M | 0.0% | -4.1% | 6.975% | |
| 11/7/2025 | HighTower Advisors LLC | 47,022 | $2.09M | 0.0% | -22.6% | 0.556% | |
| 11/6/2025 | Advisors Asset Management Inc. | 15,892 | $705K | 0.0% | -14.9% | 0.188% | |
| 11/5/2025 | Smartleaf Asset Management LLC | 1,183 | $53K | 0.0% | +373.2% | 0.014% | |