| 7/10/2026 | Paladin Wealth LLC | 14,532 | $293K | 0.2% | N/A | 0.053% | |
| 7/9/2026 | Bay Rivers Group | 39,011 | $787K | 0.3% | +8.6% | 0.143% | |
| 7/8/2026 | Gradient Investments LLC | 1,857,938 | $37.48M | 0.5% | N/A | 6.813% | |
| 7/8/2026 | Cooper Financial Group | 20,861 | $421K | 0.0% | -4.3% | 0.076% | |
| 7/7/2026 | GK Wealth Management LLC | 44,862 | $905K | 0.5% | N/A | 0.172% | |
| 7/7/2026 | Financial Enhancement Group LLC | 297,216 | $6.00M | 0.7% | +4.4% | 1.138% | |
| 5/19/2026 | Winnow Wealth LLC | 25,922 | $528K | 0.4% | +3.3% | 0.111% | |
| 5/19/2026 | Centaurus Financial Inc. | 11,800 | $240K | 0.0% | N/A | 0.051% | |
| 5/19/2026 | Arkadios Wealth Advisors | 10,449 | $213K | 0.0% | +7.7% | 0.045% | |
| 5/19/2026 | IFS Group LLC | 139,748 | $2.84M | 2.5% | N/A | 0.599% | |
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| 5/18/2026 | Royal Bank of Canada | 13,145 | $268K | 0.0% | +79.9% | 0.056% | |
| 5/15/2026 | Stadion Money Management LLC | 687,642 | $13.99M | 1.4% | +1.4% | 2.947% | |
| 5/13/2026 | Cetera Investment Advisers | 43,255 | $880K | 0.0% | -18.6% | 0.185% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 26,692 | $543K | 0.3% | +13.4% | 0.114% | |
| 5/6/2026 | FSA Advisors Inc. | 97,369 | $1.98M | 1.3% | +6.6% | 0.417% | |
| 5/6/2026 | Independent Financial Group LLC | 16,220 | $330K | 0.0% | N/A | 0.070% | |
| 5/5/2026 | Sanctuary Advisors LLC | 55,704 | $1.13M | 0.0% | +62.5% | 0.239% | |
| 5/4/2026 | Retirement Planning Group LLC | 11,634 | $237K | 0.0% | N/A | 0.050% | |
| 5/1/2026 | WealthCare Asset Management LLC | 18,004 | $366K | 0.4% | N/A | 0.077% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 351,530 | $7.15M | 1.8% | +50.6% | 1.507% | |
| 4/29/2026 | WealthPLAN Partners LLC | 26,425 | $538K | 0.1% | +18.5% | 0.113% | |
| 4/29/2026 | Integrated Advisors Network LLC | 33,790 | $688K | 0.0% | -36.8% | 0.145% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 112,296 | $2.29M | 0.7% | +8.9% | 0.523% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 136,124 | $2.77M | 2.0% | +56.5% | 0.634% | |
| 4/27/2026 | Simplify Asset Management Inc. | 2,109,127 | $42.92M | 0.7% | +13.4% | 9.819% | |
| 4/23/2026 | Networth Advisors LLC | 41,992 | $855K | 0.6% | +29.3% | 0.197% | |
| 4/21/2026 | Decker Retirement Planning Inc. | 12,207 | $248K | 0.1% | -6.0% | 0.057% | |
| 4/21/2026 | Balance Wealth LLC | 23,382 | $476K | 0.1% | -28.8% | 0.110% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 89,329 | $1.82M | 0.0% | +32.7% | 0.420% | |
| 4/20/2026 | Financial Enhancement Group LLC | 284,674 | $5.86M | 0.7% | -5.9% | 1.338% | |
| 4/20/2026 | Park Edge Advisors LLC | 410,019 | $8.34M | 1.9% | +12.6% | 1.928% | |
| 4/17/2026 | Andina Capital Management LLC | 15,853 | $323K | 0.3% | -53.8% | 0.075% | |
| 4/17/2026 | Worth Asset Management LLC | 25,813 | $525K | 0.2% | +4.6% | 0.121% | |
| 2/18/2026 | Strive Financial Group LLC | 1,460 | $30K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | OLD Mission Capital LLC | 51,130 | $1.06M | 0.0% | +1.9% | 0.294% | |
| 2/18/2026 | IHT Wealth Management LLC | 24,648 | $510K | 0.0% | -42.0% | 0.141% | |
| 2/17/2026 | Integrated Advisors Network LLC | 53,456 | $1.11M | 0.0% | -1.1% | 0.307% | |
| 2/17/2026 | Cetera Investment Advisers | 53,170 | $1.10M | 0.0% | -22.0% | 0.305% | |
| 2/17/2026 | Osaic Holdings Inc. | 590,208 | $12.22M | 0.0% | -37.3% | 3.388% | |
| 2/17/2026 | Advisory Services Network LLC | 52,678 | $1.09M | 0.0% | +340.3% | 0.302% | |
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| 2/17/2026 | Stadion Money Management LLC | 678,141 | $14.04M | 1.1% | +8.1% | 3.893% | |
| 2/17/2026 | Royal Bank of Canada | 7,308 | $151K | 0.0% | +48.1% | 0.042% | |
| 2/16/2026 | MML Investors Services LLC | 11,880 | $246K | 0.0% | N/A | 0.068% | |
| 2/13/2026 | CreativeOne Wealth LLC | 74,229 | $1.54M | 0.0% | -25.9% | 0.426% | |
| 2/13/2026 | Beacon Capital Management LLC | 110,435 | $2.29M | 0.4% | -64.8% | 0.634% | |
| 2/13/2026 | Arkadios Wealth Advisors | 9,699 | $201K | 0.0% | N/A | 0.056% | |
| 2/12/2026 | HRT Financial LP | 12,450 | $257K | 0.0% | -60.5% | 0.071% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 131,921 | $2.73M | 0.0% | N/A | 0.757% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 35,498 | $735K | 0.0% | N/A | 0.204% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 13,151 | $272K | 0.0% | -69.0% | 0.075% | |
| 2/12/2026 | Andina Capital Management LLC | 34,281 | $710K | 0.4% | -17.7% | 0.197% | |
| 2/12/2026 | WealthPLAN Partners LLC | 22,296 | $462K | 0.1% | N/A | 0.128% | |
| 2/12/2026 | Principal Securities Inc. | 213,832 | $4.43M | 0.1% | +49.5% | 1.228% | |
| 2/11/2026 | Winnow Wealth LLC | 25,100 | $527K | 0.4% | N/A | 0.144% | |
| 2/11/2026 | Howard Bailey Securities LLC | 124,005 | $2.57M | 1.0% | N/A | 0.712% | |
| 2/11/2026 | LPL Financial LLC | 407,470 | $8.44M | 0.0% | +29.8% | 2.339% | |
| 2/11/2026 | Greykasell Wealth Strategies Inc. | 39,332 | $814K | 0.3% | +1.9% | 0.226% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 86,988 | $1.80M | 1.5% | +61.1% | 0.499% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 18,674 | $387K | 0.0% | +46.8% | 0.107% | |
| 2/9/2026 | Simplify Asset Management Inc. | 1,859,127 | $38.48M | 0.6% | -50.0% | 10.672% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 16,233 | $336K | 0.1% | N/A | 0.093% | |
| 2/6/2026 | Blackston Financial Advisory Group LLC | 43,960 | $910K | 0.6% | +109.5% | 0.252% | |
| 2/6/2026 | Great Diamond Partners LLC | 480,607 | $9.95M | 1.9% | +4.2% | 2.759% | |
| 2/6/2026 | Mach 1 Financial Group LLC | 22,529 | $466K | 0.1% | N/A | 0.129% | |
| 2/6/2026 | Authentikos Wealth Advisory LLC | 71,215 | $1.47M | 1.0% | -37.8% | 0.409% | |
| 2/6/2026 | Prevail Innovative Wealth Advisors LLC | 130,719 | $2.71M | 0.5% | N/A | 0.750% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 177,394 | $3.67M | 0.0% | N/A | 1.018% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 258,407 | $5.35M | 0.3% | N/A | 1.483% | |
| 2/3/2026 | Legacy Wealth Managment LLC ID | 23,529 | $487K | 0.2% | -18.1% | 0.135% | |
| 2/3/2026 | Financial Partners Group Inc | 46,566 | $964K | 0.1% | +21.2% | 0.267% | |
| 2/3/2026 | International Assets Investment Management LLC | 2,560 | $53K | 0.0% | N/A | 0.015% | |
| 2/3/2026 | Encompass More Asset Management | 137,130 | $2.84M | 0.5% | +2.1% | 0.787% | |
| 2/2/2026 | FSA Advisors Inc. | 91,353 | $1.89M | 0.3% | N/A | 0.524% | |
| 2/2/2026 | B.O.S.S. Retirement Advisors LLC | 103,124 | $2.14M | 0.7% | +263.2% | 0.592% | |
| 1/30/2026 | Sigma Planning Corp | 9,737 | $202K | 0.0% | N/A | 0.057% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 67,336 | $1.39M | 0.0% | +4.7% | 0.392% | |
| 1/29/2026 | Sanctuary Advisors LLC | 34,269 | $709K | 0.0% | +1.7% | 0.200% | |
| 1/29/2026 | NBC Securities Inc. | 2,033 | $42K | 0.0% | N/A | 0.012% | |
| 1/27/2026 | Revisor Wealth Management LLC | 18,902 | $392K | 0.1% | N/A | 0.110% | |
| 1/27/2026 | Elevated Capital Advisors LLC | 233,476 | $4.83M | 1.1% | +22.4% | 1.360% | |
| 1/26/2026 | AE Wealth Management LLC | 767,382 | $15.89M | 0.1% | +57.0% | 4.535% | |
| 1/26/2026 | Key Capital Management INC | 148,639 | $3.08M | 3.0% | N/A | 0.878% | |
| 1/26/2026 | Decker Retirement Planning Inc. | 12,992 | $269K | 0.1% | -17.6% | 0.077% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,490 | $31K | 0.0% | -37.8% | 0.009% | |
| 1/23/2026 | KG&L Capital Management LLC | 51,129 | $1.06M | 0.3% | +12.1% | 0.302% | |
| 1/22/2026 | Networth Advisors LLC | 32,464 | $672K | 0.5% | N/A | 0.192% | |
| 1/22/2026 | Brookwood Investment Group LLC | 36,636 | $758K | 0.1% | +31.5% | 0.217% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,832 | $38K | 0.0% | +588.7% | 0.011% | |
| 1/16/2026 | Park Edge Advisors LLC | 364,262 | $7.54M | 1.7% | +0.4% | 2.425% | |
| 1/8/2026 | Cooper Financial Group | 21,805 | $451K | 0.0% | N/A | 0.148% | |
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| 1/7/2026 | Bay Rivers Group | 27,802 | $576K | 0.2% | +46.5% | 0.189% | |
| 1/5/2026 | Park Avenue Securities LLC | 15,473 | $320K | 0.0% | N/A | 0.105% | |
| 1/5/2026 | GK Wealth Management LLC | 47,551 | $984K | 0.7% | -5.4% | 0.323% | |
| 11/19/2025 | Stance Capital LLC | 3,198 | $66K | 0.0% | N/A | 0.023% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 64,340 | $1.33M | 0.0% | +2.0% | 0.453% | |
| 11/17/2025 | NewEdge Advisors LLC | 14,015 | $290K | 0.0% | +12.2% | 0.099% | |
| 11/17/2025 | Susquehanna International Group LLP | 72,341 | $1.50M | 0.0% | N/A | 0.509% | |
| 11/17/2025 | Prosperity Wealth Management Inc. | 59,301 | $1.23M | 0.4% | +7.9% | 0.418% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 17,520 | $363K | 0.0% | -30.2% | 0.123% | |
| 11/17/2025 | Citadel Advisors LLC | 24,060 | $498K | 0.0% | N/A | 0.169% | |