| 7/9/2026 | Worth Asset Management LLC | 23,586 | $2.30M | 0.7% | +0.6% | 0.072% | |
| 7/2/2026 | CX Institutional | 82,700 | $8.07M | 0.2% | +201.0% | 0.252% | |
| 6/3/2026 | Wealthquest Corp | 8,232 | $728K | 0.1% | -3.7% | 0.026% | |
| 6/3/2026 | Parallel Advisors LLC | 2,845 | $252K | 0.0% | +33.0% | 0.009% | |
| 5/18/2026 | Gould Capital LLC | 3,764 | $333K | 0.2% | -5.0% | 0.012% | |
| 5/14/2026 | FCA Corp TX | 4,681 | $414K | 0.1% | +14.5% | 0.015% | |
| 5/7/2026 | Parallel Advisors LLC | 2,845 | $252K | 0.0% | +33.0% | 0.009% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 13,272 | $1.26M | 0.2% | +9.4% | 0.041% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 2,044 | $181K | 0.0% | +7.6% | 0.006% | |
| 4/30/2026 | Weitzel Financial Services Inc. | 8,732 | $777K | 0.3% | +8.9% | 0.027% | |
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| 4/28/2026 | Arbor Investment Advisors LLC | 3,355 | $297K | 0.0% | -21.3% | 0.010% | |
| 4/28/2026 | NBT Bank N A NY | 1,255 | $111K | 0.0% | +1,294.4% | 0.004% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 5,857 | $518K | 0.0% | -26.2% | 0.018% | |
| 4/22/2026 | Venturi Wealth Management LLC | 19,119 | $1.69M | 0.1% | -1.0% | 0.060% | |
| 4/17/2026 | Worth Asset Management LLC | 23,447 | $2.08M | 0.8% | +9.5% | 0.073% | |
| 4/17/2026 | AdvisorNet Financial Inc | 7,569 | $670K | 0.0% | -6.5% | 0.024% | |
| 2/18/2026 | NewEdge Advisors LLC | 36,045 | $3.23M | 0.0% | +6.5% | 0.117% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 4,430 | $397K | 0.0% | +3.5% | 0.014% | |
| 2/18/2026 | Align Financial LLC | 69,728 | $6.25M | 0.0% | N/A | 0.227% | |
| 2/17/2026 | Advisory Services Network LLC | 15,325 | $1.37M | 0.0% | +81.1% | 0.050% | |
| 2/17/2026 | Captrust Financial Advisors | 23,835 | $2.14M | 0.0% | +1.9% | 0.078% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 4,349 | $389K | 0.0% | -56.8% | 0.014% | |
| 2/13/2026 | Golden State Wealth Management LLC | 1,728 | $155K | 0.0% | N/A | 0.006% | |
| 2/12/2026 | Rossby Financial LCC | 426 | $38K | 0.0% | +3,176.9% | 0.001% | |
| 2/12/2026 | Mosley Wealth Management | 3,203 | $284K | 0.1% | N/A | 0.010% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 7,936 | $711K | 0.0% | +27.5% | 0.026% | |
| 2/11/2026 | Strategic Advocates LLC | 24,508 | $2.21M | 0.6% | -2.8% | 0.080% | |
| 2/11/2026 | FCA Corp TX | 4,088 | $366K | 0.1% | +11.4% | 0.013% | |
| 2/11/2026 | JPMorgan Chase & Co. | 52,025 | $4.66M | 0.0% | -12.4% | 0.169% | |
| 2/11/2026 | IMA Advisory Services Inc. | 4,700 | $421K | 0.0% | -6.8% | 0.015% | |
| 2/11/2026 | Parallel Advisors LLC | 2,139 | $192K | 0.0% | +21.0% | 0.007% | |
| 2/10/2026 | One Capital Management LLC | 9,863 | $883K | 0.0% | +39.3% | 0.032% | |
| 2/10/2026 | Waterloo Capital L.P. | 15,657 | $1.40M | 0.1% | -8.4% | 0.051% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 5,508 | $493K | 0.0% | -14.3% | 0.018% | |
| 2/9/2026 | Wealthquest Corp | 8,544 | $765K | 0.1% | N/A | 0.028% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 9,883 | $885K | 0.0% | +1.2% | 0.032% | |
| 2/6/2026 | BlueStem Wealth Partners LLC | 12,478 | $1.12M | 0.1% | +2.1% | 0.041% | |
| 2/5/2026 | Elyxium Wealth LLC | 429 | $38K | 0.0% | N/A | 0.001% | |
| 2/5/2026 | Legacy Financial Group LLC | 75,053 | $6.89M | 0.9% | +2.3% | 0.244% | |
| 2/5/2026 | Western Wealth Management LLC | 77,824 | $6.97M | 0.3% | +1,467.1% | 0.253% | |
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| 2/4/2026 | Mascoma Wealth Management LLC | 1,899 | $170K | 0.0% | -10.3% | 0.006% | |
| 2/2/2026 | CX Institutional | 94,420 | $8.46M | 0.3% | +0.6% | 0.307% | |
| 2/2/2026 | Cornerstone Planning Group LLC | 12,134 | $1.12M | 0.2% | -16.2% | 0.039% | |
| 1/30/2026 | Strategic Blueprint LLC | 28,107 | $2.52M | 0.1% | N/A | 0.091% | |
| 1/23/2026 | Farther Finance Advisors LLC | 35,062 | $3.14M | 0.0% | +28.2% | 0.114% | |
| 1/23/2026 | Arbor Investment Advisors LLC | 4,262 | $382K | 0.1% | -25.5% | 0.014% | |
| 1/22/2026 | Venturi Wealth Management LLC | 19,310 | $1.73M | 0.1% | -3.7% | 0.063% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 2,253 | $202K | 0.0% | N/A | 0.007% | |
| 1/21/2026 | Sound Income Strategies LLC | 934 | $85K | 0.0% | N/A | 0.003% | |
| 1/20/2026 | Nvwm LLC | 4,251 | $381K | 0.1% | +5.6% | 0.014% | |
| 1/14/2026 | Worth Asset Management LLC | 21,413 | $1.92M | 0.8% | -2.8% | 0.070% | |
| 1/13/2026 | CoreCap Advisors LLC | 3,009 | $269K | 0.0% | -11.6% | 0.010% | |
| 1/7/2026 | Harbor Investment Advisory LLC | 1,613 | $144K | 0.0% | +39.1% | 0.005% | |
| 1/1/2026 | JPMorgan Chase & Co. | 59,420 | $5.24M | 0.0% | +26.4% | 0.199% | |
| 12/2/2025 | IFP Advisors Inc | 1,885 | $166K | 0.0% | +13.9% | 0.006% | |
| 11/26/2025 | Strategic Advocates LLC | 25,207 | $2.22M | 0.6% | +2.5% | 0.084% | |
| 11/19/2025 | Captrust Financial Advisors | 23,381 | $2.06M | 0.0% | -5.3% | 0.078% | |
| 11/17/2025 | NewEdge Advisors LLC | 33,842 | $2.98M | 0.0% | -0.9% | 0.113% | |
| 11/17/2025 | Gould Capital LLC | 3,964 | $349K | 0.2% | -17.8% | 0.013% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 10,070 | $888K | 0.0% | +9.8% | 0.034% | |
| 11/17/2025 | Ameriprise Financial Inc. | 22,092 | $1.95M | 0.0% | -19.6% | 0.074% | |
| 11/14/2025 | One Capital Management LLC | 7,081 | $624K | 0.0% | -36.3% | 0.024% | |
| 11/12/2025 | BlueStem Wealth Partners LLC | 12,223 | $1.08M | 0.1% | -10.1% | 0.041% | |
| 11/12/2025 | RFP Financial Group LLC | 5,282 | $466K | 0.2% | -11.6% | 0.018% | |
| 11/10/2025 | Thoroughbred Financial Services LLC | 6,429 | $566K | 0.0% | -34.0% | 0.022% | |
| 11/7/2025 | JPMorgan Chase & Co. | 59,420 | $5.24M | 0.0% | +26.4% | 0.199% | |
| 11/6/2025 | IMA Advisory Services Inc. | 5,041 | $410K | 0.0% | -54.2% | 0.017% | |
| 11/5/2025 | Waterloo Capital L.P. | 17,095 | $1.51M | 0.1% | -19.6% | 0.057% | |
| 11/4/2025 | Cornerstone Planning Group LLC | 14,487 | $1.29M | 0.2% | -8.6% | 0.048% | |
| 11/4/2025 | Jones Financial Companies Lllp | 3,229 | $282K | 0.0% | +22.5% | 0.011% | |
| 10/29/2025 | Archvest Wealth Advisors Inc. | 3,938 | $347K | 0.3% | -92.4% | 0.013% | |
| 10/28/2025 | Mascoma Wealth Management LLC | 2,117 | $187K | 0.0% | -6.9% | 0.007% | |
| 10/23/2025 | Venturi Wealth Management LLC | 20,058 | $1.77M | 0.1% | -9.6% | 0.067% | |
| 10/23/2025 | CX Institutional | 93,861 | $8.27M | 0.3% | -80.3% | 0.314% | |
| 10/22/2025 | CoreCap Advisors LLC | 3,403 | $300K | 0.0% | +7.0% | 0.011% | |
| 10/21/2025 | Arbor Investment Advisors LLC | 5,722 | $504K | 0.1% | +36.1% | 0.019% | |
| 10/17/2025 | Worth Asset Management LLC | 22,028 | $1.94M | 0.9% | N/A | 0.074% | |
| 10/14/2025 | Weitzel Financial Services Inc. | 7,978 | $697K | 0.3% | +20.5% | 0.027% | |
| 10/14/2025 | Farther Finance Advisors LLC | 27,339 | $2.41M | 0.0% | +11.5% | 0.092% | |
| 10/9/2025 | AdvisorNet Financial Inc | 8,761 | $772K | 0.0% | -6.0% | 0.029% | |
| 10/9/2025 | Bay Harbor Wealth Management LLC | 2,887 | $254K | 0.1% | -7.7% | 0.010% | |
| 10/7/2025 | Lbmc Investment Advisors LLC | 131,605 | $11.60M | 0.7% | -2.4% | 0.444% | |
| 8/15/2025 | Captrust Financial Advisors | 24,693 | $2.06M | 0.0% | -0.5% | 0.085% | |
| 8/15/2025 | Ameriprise Financial Inc. | 27,467 | $2.29M | 0.0% | +14.1% | 0.094% | |
| 8/14/2025 | Gould Capital LLC | 4,821 | $402K | 0.3% | -4.7% | 0.017% | |
| 8/13/2025 | Wealthquest Corp | 8,710 | $726K | 0.1% | -2.2% | 0.030% | |
| 8/12/2025 | Weitzel Financial Services Inc. | 6,620 | $559K | 0.2% | +28.7% | 0.023% | |
| 8/12/2025 | Waterloo Capital L.P. | 21,274 | $1.77M | 0.1% | +30.4% | 0.073% | |
| 8/12/2025 | JPMorgan Chase & Co. | 47,011 | $3.92M | 0.0% | +17.3% | 0.161% | |
| 8/8/2025 | IMA Advisory Services Inc. | 11,001 | $887K | 0.1% | +17.9% | 0.038% | |
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| 8/7/2025 | Cahill Financial Advisors Inc. | 4,269 | $356K | 0.0% | +9.0% | 0.015% | |
| 8/6/2025 | Nvwm LLC | 3,959 | $330K | 0.1% | +20.1% | 0.014% | |
| 8/6/2025 | Columbia River Financial Group LLC | 3,160 | $264K | 0.2% | +5.3% | 0.011% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 658 | $55K | 0.0% | N/A | 0.002% | |
| 8/4/2025 | L.M. Kohn & Company | 3,256 | $272K | 0.1% | +7.3% | 0.011% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 4,204 | $351K | 0.0% | +20.5% | 0.014% | |
| 7/23/2025 | Venturi Wealth Management LLC | 22,181 | $1.85M | 0.1% | +1.8% | 0.075% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 9,297 | $775K | 0.1% | N/A | 0.032% | |
| 7/22/2025 | Kickstand Ventures LLC. | 9,297 | $775K | 0.2% | N/A | 0.032% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 6,166 | $514K | 0.0% | +56.5% | 0.021% | |