| 10/16/2026 | IFC & Insurance Marketing Inc. | 32,560 | $1.09M | 0.9% | +126.1% | 0.082% | |
| 10/14/2026 | Wealth Forward LLC | 121,844 | $4.07M | 1.8% | +71.4% | 0.307% | |
| 10/14/2026 | XY Planning Network Inc. | 14,190 | $474K | 0.1% | +200.0% | 0.036% | |
| 10/14/2026 | Krilogy Financial LLC | 6,588 | $218K | 0.0% | +199.0% | 0.017% | |
| 10/8/2026 | Farther Finance Advisors LLC | 15,764 | $527K | 0.0% | +116.9% | 0.040% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 63,759 | $6.41M | 0.0% | +1.7% | 0.161% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 570,178 | $57.36M | 0.3% | +4.4% | 1.485% | |
| 9/9/2026 | XY Planning Network Inc. | 4,730 | $476K | 0.1% | N/A | 0.012% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 10,625 | $1.07M | 0.1% | +41.1% | 0.028% | |
| 7/9/2026 | IFC & Insurance Marketing Inc. | 14,398 | $1.45M | 1.3% | -0.8% | 0.112% | |
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| 7/7/2026 | Arlington Trust Co LLC | 1,000 | $101K | 0.0% | N/A | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 30,639 | $2.86M | 0.0% | +109.0% | 0.248% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 42,625 | $3.67M | 1.5% | -44.1% | 0.345% | |
| 5/19/2026 | NewEdge Advisors LLC | 30,639 | $31K | 0.0% | +109.0% | 0.248% | |
| 5/19/2026 | Bank of America Corp DE | 65,405 | $6.11M | 0.0% | +225.9% | 0.530% | |
| 5/18/2026 | Royal Bank of Canada | 4,776 | $446K | 0.0% | +2.4% | 0.039% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 7,075 | $661K | 0.1% | -7.5% | 0.057% | |
| 5/13/2026 | Cetera Investment Advisers | 43,170 | $4.03M | 0.0% | -43.3% | 0.350% | |
| 5/6/2026 | Zhang Financial LLC | 35,857 | $3.35M | 0.1% | -1.8% | 0.290% | |
| 5/6/2026 | Independent Financial Group LLC | 29,251 | $2.73M | 0.1% | N/A | 0.237% | |
| 5/5/2026 | Bank of New York Mellon Corp | 227,567 | $21.26M | 0.0% | -2.1% | 1.843% | |
| 4/27/2026 | Private Advisor Group LLC | 9,757 | $912K | 0.0% | +61.3% | 0.079% | |
| 4/18/2026 | RPOA Advisors Inc. | 1,757,428 | $164.20M | 7.2% | -58.7% | 16.123% | |
| 4/17/2026 | Krilogy Financial LLC | 2,294 | $226K | 0.0% | N/A | 0.021% | |
| 4/17/2026 | Certified Advisory Corp | 11,747 | $1.10M | 0.1% | +317.0% | 0.108% | |
| 4/17/2026 | IFC & Insurance Marketing Inc. | 14,518 | $1.36M | 1.4% | -78.3% | 0.133% | |
| 4/16/2026 | Balboa Wealth Partners | 6,936 | $648K | 0.1% | N/A | 0.064% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 503 | $47K | 0.0% | +57.2% | 0.004% | |
| 2/19/2026 | Birchwood Financial Partners Inc. | 1,822 | $169K | 0.2% | N/A | 0.015% | |
| 2/18/2026 | NewEdge Advisors LLC | 14,661 | $1.36M | 0.0% | N/A | 0.119% | |
| 2/18/2026 | VestGen Advisors LLC | 7,511 | $695K | 0.0% | N/A | 0.061% | |
| 2/17/2026 | Cetera Investment Advisers | 76,079 | $7.04M | 0.0% | +228.4% | 0.616% | |
| 2/17/2026 | Osaic Holdings Inc. | 154,361 | $14.29M | 0.0% | +7.1% | 1.250% | |
| 2/17/2026 | Innovative Wealth Building LLC | 40,143 | $3.72M | 2.7% | +0.8% | 0.325% | |
| 2/16/2026 | MML Investors Services LLC | 50,014 | $4.63M | 0.0% | +65.2% | 0.405% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 7,650 | $708K | 0.1% | -11.5% | 0.062% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,022 | $280K | 0.0% | +27.8% | 0.024% | |
| 2/13/2026 | Arkadios Wealth Advisors | 11,346 | $1.05M | 0.0% | +1.1% | 0.092% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 387,979 | $35.91M | 0.4% | -33.4% | 3.142% | |
| 2/12/2026 | Jane Street Group LLC | 121,092 | $11.21M | 0.0% | -39.4% | 0.981% | |
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| 2/12/2026 | Commonwealth Equity Services LLC | 37,145 | $3.44M | 0.0% | +8.7% | 0.301% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 66,766 | $6.18M | 6.1% | N/A | 0.541% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 13,048 | $1.21M | 0.0% | +4.3% | 0.106% | |
| 2/12/2026 | Principal Securities Inc. | 5,477 | $507K | 0.0% | -4.0% | 0.044% | |
| 2/12/2026 | Advisory Resource Group | 10,391 | $962K | 0.2% | -7.8% | 0.084% | |
| 2/11/2026 | Capital Analysts LLC | 1,415 | $131K | 0.0% | N/A | 0.011% | |
| 2/11/2026 | Cerity Partners LLC | 4,450 | $412K | 0.0% | -25.3% | 0.036% | |
| 2/11/2026 | LPL Financial LLC | 334,531 | $30.96M | 0.0% | +9.7% | 2.709% | |
| 2/11/2026 | Flagship Wealth Advisors LLC | 76,301 | $7.06M | 2.1% | +45.6% | 0.618% | |
| 2/10/2026 | Bank of New York Mellon Corp | 232,351 | $21.51M | 0.0% | +2.7% | 1.881% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 47,874 | $4.43M | 0.0% | N/A | 0.388% | |
| 2/10/2026 | Zhang Financial LLC | 36,497 | $3.38M | 0.1% | +5.0% | 0.296% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 97,794 | $9.05M | 0.0% | +126.6% | 0.792% | |
| 2/9/2026 | Harbour Investments Inc. | 1,895 | $175K | 0.0% | +13.3% | 0.015% | |
| 2/9/2026 | RPOA Advisors Inc. | 4,256,238 | $393.96M | 10.0% | -0.3% | 34.463% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 410,898 | $38.03M | 2.4% | +5.1% | 3.327% | |
| 2/5/2026 | Peak Asset Management LLC | 2,288 | $212K | 0.0% | N/A | 0.019% | |
| 2/3/2026 | MGO One Seven LLC | 457,785 | $42.37M | 0.9% | +6.0% | 3.722% | |
| 2/3/2026 | Alta Wealth Advisors LLC | 20,646 | $1.91M | 0.6% | -3.8% | 0.168% | |
| 1/30/2026 | Wealth Forward LLC | 69,900 | $6.47M | 3.7% | +1.7% | 0.568% | |
| 1/29/2026 | Sanctuary Advisors LLC | 2,200 | $204K | 0.0% | -20.3% | 0.018% | |
| 1/26/2026 | CWM LLC | 368 | $34K | 0.0% | N/A | 0.003% | |
| 1/23/2026 | Farther Finance Advisors LLC | 8,856 | $820K | 0.0% | -7.1% | 0.072% | |
| 1/21/2026 | Crux Wealth Advisors | 18,165 | $1.68M | 0.6% | -5.8% | 0.148% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 52,855 | $4.89M | 0.1% | +56.8% | 0.430% | |
| 1/13/2026 | Capital Investment Advisors LLC | 16,616 | $1.54M | 0.0% | +34.3% | 0.135% | |
| 1/12/2026 | Sentinel Pension Advisors LLC | 599,089 | $55.45M | 8.5% | +0.2% | 4.871% | |
| 1/12/2026 | Certified Advisory Corp | 2,817 | $261K | 0.0% | N/A | 0.023% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 43,152 | $3.86M | 0.0% | +497.4% | 0.375% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 582,641 | $52.18M | 0.5% | +5.3% | 5.066% | |
| 11/17/2025 | Flow Traders U.S. LLC | 32,304 | $2.89M | 0.1% | -69.7% | 0.281% | |
| 11/17/2025 | Bank of America Corp DE | 16,872 | $1.51M | 0.0% | +90.5% | 0.147% | |
| 11/14/2025 | Raymond James Financial Inc. | 17,893 | $1.60M | 0.0% | +58.8% | 0.156% | |
| 11/13/2025 | Crux Wealth Advisors | 19,287 | $1.73M | 0.7% | +27.3% | 0.168% | |
| 11/13/2025 | Tortoise Investment Management LLC | 425 | $38K | 0.0% | N/A | 0.004% | |
| 11/13/2025 | Private Advisor Group LLC | 4,645 | $416K | 0.0% | +15.9% | 0.040% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 390,947 | $35.01M | 2.4% | +95.5% | 3.400% | |
| 11/10/2025 | Zhang Financial LLC | 34,755 | $3.11M | 0.1% | -0.8% | 0.302% | |
| 11/6/2025 | Wealth Forward LLC | 68,763 | $6.16M | 3.6% | N/A | 0.598% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 33,702 | $3.02M | 0.0% | +9.1% | 0.293% | |
| 11/5/2025 | Key Financial Inc | 653 | $59K | 0.0% | +36.6% | 0.006% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 46,094 | $4.13M | 0.0% | +198.9% | 0.401% | |
| 11/3/2025 | Treasure Coast Financial Planning | 28,090 | $2.52M | 1.4% | -0.7% | 0.244% | |
| 11/3/2025 | Birchbrook Inc. | 278 | $25K | 0.0% | N/A | 0.002% | |
| 11/3/2025 | Alta Wealth Advisors LLC | 21,462 | $1.92M | 0.7% | N/A | 0.187% | |
| 10/31/2025 | Symphony Financial Ltd. Co. | 6,164 | $549K | 0.1% | +26.3% | 0.054% | |
| 10/30/2025 | Flagship Wealth Advisors LLC | 52,399 | $4.69M | 1.5% | +12.7% | 0.456% | |
| 10/29/2025 | Arkadios Wealth Advisors | 11,220 | $1.01M | 0.0% | -3.6% | 0.098% | |
| 10/24/2025 | MGO One Seven LLC | 431,756 | $38.66M | 0.9% | +5.2% | 3.754% | |
| 10/23/2025 | Capital Investment Advisors LLC | 12,375 | $1.11M | 0.0% | +103.7% | 0.108% | |
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| 10/21/2025 | Fifth Third Wealth Advisors LLC | 7,440 | $666K | 0.0% | N/A | 0.065% | |
| 10/21/2025 | Sentinel Pension Advisors LLC | 597,621 | $53.52M | 8.6% | -0.8% | 5.242% | |
| 10/14/2025 | Farther Finance Advisors LLC | 9,529 | $853K | 0.0% | -25.1% | 0.084% | |
| 10/9/2025 | U.S. Capital Wealth Advisors LLC | 14,487 | $1.30M | 0.0% | N/A | 0.127% | |
| 10/7/2025 | RPOA Advisors Inc. | 4,271,163 | $382.48M | 9.7% | +9.9% | 37.466% | |
| 9/4/2025 | Osaic Holdings Inc. | 130,061 | $11.21M | 0.0% | -9.2% | 1.233% | |
| 8/29/2025 | Total Investment Management Inc. | 1,383 | $119K | 0.0% | N/A | 0.013% | |
| 8/15/2025 | Bank of America Corp DE | 8,859 | $763K | 0.0% | -31.0% | 0.084% | |
| 8/14/2025 | Jane Street Group LLC | 94,364 | $8.13M | 0.0% | +203.3% | 0.894% | |
| 8/14/2025 | Raymond James Financial Inc. | 11,270 | $971K | 0.0% | +13.5% | 0.107% | |