| 10/13/2026 | Refined Wealth Management | 255,819 | $11.60M | 6.5% | +1.8% | 0.375% | |
| 10/10/2026 | Castleview Partners LLC | 4,563 | $207K | 0.1% | N/A | 0.007% | |
| 10/9/2026 | Mirador Capital Partners LP | 7,313 | $332K | 0.0% | N/A | 0.011% | |
| 10/9/2026 | Fell Capital Management ADV | 20,170 | $915K | 0.8% | -1.6% | 0.030% | |
| 10/9/2026 | Sound Income Strategies LLC | 8,114 | $360K | 0.0% | +3.3% | 0.012% | |
| 10/9/2026 | GK Wealth Management LLC | 6,744 | $306K | 0.2% | -29.3% | 0.010% | |
| 10/9/2026 | Delta Wealth Advisors LLC | 6,226 | $282K | 0.2% | N/A | 0.009% | |
| 10/8/2026 | Farther Finance Advisors LLC | 19,481 | $884K | 0.0% | -4.7% | 0.029% | |
| 10/7/2026 | Echo45 Advisors LLC | 14,662 | $665K | 0.3% | -4.5% | 0.022% | |
| 10/7/2026 | Crumly & Associates Inc. | 270,391 | $12.27M | 2.2% | +8.6% | 0.397% | |
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| 10/7/2026 | Weaver Consulting Group | 8,420 | $382K | 0.1% | +6.8% | 0.012% | |
| 9/25/2026 | Atomic Invest LLC | 239,200 | $7.83M | 0.7% | +34.4% | 0.351% | |
| 9/22/2026 | Innovative Advisory Group LLC | 108,452 | $3.46M | 2.6% | -8.5% | 0.159% | |
| 9/9/2026 | MCF Advisors LLC | 7,954 | $253K | 0.0% | -18.0% | 0.011% | |
| 9/9/2026 | RFG Advisory LLC | 114,140 | $3.64M | 0.1% | +34.9% | 0.161% | |
| 9/9/2026 | NewEdge Advisors LLC | 14,940 | $476K | 0.0% | -15.0% | 0.021% | |
| 9/8/2026 | Waverly Advisors LLC | 27,855 | $887K | 0.0% | +29.2% | 0.039% | |
| 8/23/2026 | Echo45 Advisors LLC | 15,351 | $489K | 0.3% | -13.1% | 0.022% | |
| 8/23/2026 | Unique Wealth LLC | 165,096 | $5.26M | 0.6% | -7.6% | 0.233% | |
| 8/22/2026 | Tenet Wealth Partners LLC | 6,141 | $216K | 0.2% | N/A | 0.009% | |
| 8/21/2026 | Mason & Associates Inc | 24,489 | $780K | 0.1% | +2.6% | 0.035% | |
| 8/21/2026 | Carter Financial Group INC. | 140,837 | $4.49M | 2.4% | +3.4% | 0.199% | |
| 8/21/2026 | WorthPointe LLC | 9,980 | $318K | 0.1% | +49.7% | 0.014% | |
| 8/20/2026 | RPg Family Wealth Advisory LLC | 299,597 | $9.55M | 1.5% | +64.4% | 0.424% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 12,064 | $384K | 0.0% | +9.4% | 0.017% | |
| 7/9/2026 | Financial Management Professionals Inc. | 167,659 | $5.34M | 0.5% | +19.0% | 0.237% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 8,646 | $275K | 0.0% | N/A | 0.012% | |
| 7/9/2026 | Adamsbrown Wealth Consultants LLC | 11,588 | $369K | 0.1% | +3.6% | 0.016% | |
| 7/9/2026 | Crumly & Associates Inc. | 249,044 | $7.94M | 1.5% | -2.8% | 0.352% | |
| 7/8/2026 | Beaird Harris Wealth Management LLC | 937,917 | $29.88M | 1.9% | +0.4% | 1.326% | |
| 7/8/2026 | Evanson Financial LLC | 9,738 | $310K | 0.0% | N/A | 0.014% | |
| 7/7/2026 | GK Wealth Management LLC | 9,545 | $304K | 0.2% | N/A | 0.013% | |
| 7/1/2026 | Miller Global Investments LLC | 17,516 | $558K | 0.5% | +40.3% | 0.025% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 9,605 | $354K | 0.2% | -60.1% | 0.014% | |
| 6/3/2026 | Parallel Advisors LLC | 5,905 | $217K | 0.0% | +5.4% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 17,568 | $647K | 0.0% | +585,500.0% | 0.025% | |
| 6/1/2026 | Keel Point LLC | 26,415 | $972K | 0.1% | +56.7% | 0.038% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 20,114 | $740K | 0.0% | -29.3% | 0.029% | |
| 5/19/2026 | Bank of America Corp DE | 216,907 | $7.98M | 0.0% | +134.2% | 0.311% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 19,339 | $712K | 0.1% | -32.0% | 0.028% | |
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| 5/18/2026 | EverSource Wealth Advisors LLC | 1,238 | $46K | 0.0% | +39.4% | 0.002% | |
| 5/16/2026 | Seal Cove Capital LLC | 35,225 | $1.30M | 1.1% | N/A | 0.050% | |
| 5/15/2026 | Wealth Watch Advisors INC | 25,943 | $955K | 0.4% | +18.7% | 0.037% | |
| 5/15/2026 | Waverly Advisors LLC | 21,563 | $794K | 0.0% | +236.9% | 0.031% | |
| 5/15/2026 | Broadhurst Jeffrey B | 23,567 | $868K | 0.9% | N/A | 0.034% | |
| 5/14/2026 | Lido Advisors LLC | 14,323 | $527K | 0.0% | N/A | 0.021% | |
| 5/13/2026 | NewEdge Wealth LLC | 60,495 | $2.23M | 0.0% | +695.0% | 0.087% | |
| 5/13/2026 | First Trust Advisors LP | 112,551 | $4.14M | 0.0% | -1.7% | 0.161% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 928,886 | $34.19M | 0.0% | +19.8% | 1.330% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 19,774 | $728K | 0.0% | -2.7% | 0.028% | |
| 5/7/2026 | Parallel Advisors LLC | 5,905 | $217K | 0.0% | +5.4% | 0.008% | |
| 5/7/2026 | Precision Wealth Strategies LLC | 38,053 | $1.40M | 0.5% | +48.2% | 0.055% | |
| 5/6/2026 | Kesler Norman & Wride LLC | 99,975 | $3.68M | 0.6% | -0.4% | 0.143% | |
| 5/6/2026 | Gryphon Financial Partners LLC | 6,500 | $239K | 0.0% | -27.8% | 0.009% | |
| 5/6/2026 | Independent Financial Group LLC | 17,846 | $657K | 0.0% | N/A | 0.026% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,202 | $44K | 0.0% | +53.9% | 0.002% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 10,211 | $376K | 0.0% | +44.4% | 0.015% | |
| 5/5/2026 | Sanctuary Advisors LLC | 190,617 | $7.02M | 0.0% | +55.9% | 0.273% | |
| 5/5/2026 | Ellerson Group Inc. ADV | 6,457 | $238K | 0.2% | +18.3% | 0.009% | |
| 5/5/2026 | Fell Capital Management ADV | 20,495 | $754K | 0.7% | -2.6% | 0.029% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 17,506 | $644K | 0.0% | -9.4% | 0.025% | |
| 5/4/2026 | Parr Mcknight Wealth Management Group LLC | 28,644 | $1.05M | 0.1% | +138.7% | 0.041% | |
| 5/4/2026 | Vantage Point Financial LLC | 6,537 | $241K | 0.1% | +7.9% | 0.009% | |
| 5/2/2026 | Diversify Wealth Management LLC | 29,608 | $1.09M | 0.0% | N/A | 0.042% | |
| 5/1/2026 | Fifth Third Bancorp | 4,564 | $168K | 0.0% | N/A | 0.007% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 8,727 | $338K | 0.1% | N/A | 0.012% | |
| 4/30/2026 | Mason & Associates Inc | 23,858 | $862K | 0.2% | -39.1% | 0.034% | |
| 4/30/2026 | Kestra Advisory Services LLC | 10,281 | $378K | 0.0% | -13.2% | 0.015% | |
| 4/30/2026 | Beam Wealth Advisors Inc. | 113,163 | $4.17M | 1.0% | +6.3% | 0.162% | |
| 4/29/2026 | Meitav Investment House Ltd. | 86,884 | $3.20M | 0.0% | +45.1% | 0.124% | |
| 4/29/2026 | Advance Capital Management Inc. | 57,352 | $2.11M | 0.1% | +31.5% | 0.082% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 7,494 | $276K | 0.0% | -29.2% | 0.011% | |
| 4/28/2026 | Private Wealth Partners LLC | 26,670 | $982K | 0.1% | +55.5% | 0.038% | |
| 4/28/2026 | Revisor Wealth Management LLC | 27,982 | $1.03M | 0.3% | +167.3% | 0.040% | |
| 4/27/2026 | Appalachian Capital Management Ltd | 8,387 | $309K | 0.2% | N/A | 0.012% | |
| 4/27/2026 | Carter Financial Group INC. | 136,270 | $5.02M | 3.1% | +1.0% | 0.195% | |
| 4/27/2026 | Private Advisor Group LLC | 7,401 | $272K | 0.0% | -69.3% | 0.011% | |
| 4/24/2026 | Columbia Advisory Partners LLC | 8,482 | $312K | 0.2% | +5.4% | 0.012% | |
| 4/23/2026 | Salus Financial Advisors LLC | 79,276 | $2.92M | 1.7% | +80.7% | 0.114% | |
| 4/23/2026 | Daviman Financial LLC | 10,622 | $391K | 0.2% | +61.3% | 0.015% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 5,501 | $202K | 0.0% | N/A | 0.008% | |
| 4/23/2026 | Drucker Wealth 3.0 LLC | 12,928 | $476K | 0.1% | +56.1% | 0.019% | |
| 4/23/2026 | Brown Miller Wealth Management LLC | 16,321 | $601K | 0.2% | +7.1% | 0.023% | |
| 4/23/2026 | Financial Guidance Group Inc. | 15,193 | $559K | 0.2% | +50.8% | 0.022% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 6,940 | $255K | 0.0% | +13.7% | 0.010% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 10,021 | $369K | 0.0% | +11.4% | 0.014% | |
| 4/22/2026 | WT Wealth Management | 37,369 | $1.38M | 0.4% | -45.0% | 0.054% | |
| 4/21/2026 | Maridea Wealth Management LLC | 8,488 | $312K | 0.0% | -27.7% | 0.012% | |
| 4/21/2026 | Unique Wealth LLC | 178,741 | $6.58M | 0.9% | +34.8% | 0.256% | |
| 4/21/2026 | Balance Wealth LLC | 70,190 | $2.58M | 0.8% | +22.5% | 0.101% | |
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| 4/21/2026 | Silver Oak Securities Incorporated | 30,941 | $1.14M | 0.1% | -1.9% | 0.044% | |
| 4/20/2026 | Echo45 Advisors LLC | 17,672 | $651K | 0.4% | +3.0% | 0.025% | |
| 4/20/2026 | RFG Advisory LLC | 84,582 | $3.11M | 0.1% | +1,836.4% | 0.121% | |
| 4/20/2026 | Apella Capital LLC | 6,069 | $223K | 0.0% | N/A | 0.009% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 32,034 | $1.18M | 0.1% | +33.8% | 0.046% | |
| 4/18/2026 | Cora Capital Advisors LLC | 6,883 | $253K | 0.1% | +51.8% | 0.010% | |
| 4/17/2026 | Harbour Wealth Management Group Inc. | 15,122 | $557K | 0.4% | +85.2% | 0.022% | |
| 4/17/2026 | Brookstone Capital Management | 23,712 | $873K | 0.0% | -11.6% | 0.034% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 15,489 | $570K | 0.3% | +175.3% | 0.022% | |
| 4/16/2026 | RFG Holdings Inc. | 15,546 | $572K | 0.1% | +34.1% | 0.022% | |