| 7/2/2026 | CX Institutional | 9,316 | $398K | 0.0% | -22.0% | 0.016% | |
| 6/18/2026 | Western Wealth Management LLC | 19,731 | $785K | 0.0% | N/A | 0.034% | |
| 6/3/2026 | NewEdge Advisors LLC | 778,052 | $30.97M | 0.1% | +5.3% | 1.341% | |
| 5/19/2026 | Western Wealth Management LLC | 19,731 | $785K | 0.0% | N/A | 0.034% | |
| 5/19/2026 | Royal Fund Management LLC | 14,786 | $589K | 0.1% | -7.9% | 0.025% | |
| 5/19/2026 | Bank of America Corp DE | 2,157,120 | $85.88M | 0.0% | +14.1% | 3.719% | |
| 5/18/2026 | Royal Bank of Canada | 15,056 | $599K | 0.0% | +227.3% | 0.026% | |
| 5/14/2026 | Lido Advisors LLC | 23,221 | $924K | 0.0% | -5.0% | 0.040% | |
| 5/13/2026 | Cetera Investment Advisers | 741,503 | $29.52M | 0.0% | +0.8% | 1.278% | |
| 5/8/2026 | Johnson Financial Group Inc. | 841 | $33K | 0.0% | N/A | 0.001% | |
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| 5/7/2026 | Earned Wealth Advisors LLC | 5,412 | $215K | 0.0% | N/A | 0.009% | |
| 5/6/2026 | Independent Financial Group LLC | 6,130 | $244K | 0.0% | N/A | 0.011% | |
| 5/5/2026 | BCGM Wealth Management LLC | 7,329 | $292K | 0.1% | -3.8% | 0.013% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 55,225 | $2.20M | 1.6% | +4.1% | 0.095% | |
| 5/5/2026 | D.A. Davidson & CO. | 40,263 | $1.60M | 0.0% | +24.4% | 0.069% | |
| 5/5/2026 | Bank of New York Mellon Corp | 452,005 | $17.99M | 0.0% | +23.2% | 0.779% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 13,864 | $552K | 0.0% | +201.7% | 0.024% | |
| 5/5/2026 | NFSG Corp | 4,230 | $168K | 0.0% | +78.3% | 0.007% | |
| 5/5/2026 | Sanctuary Advisors LLC | 974,007 | $38.78M | 0.2% | -2.3% | 1.679% | |
| 5/5/2026 | Sigma Planning Corp | 21,021 | $837K | 0.0% | +69.8% | 0.036% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 20,335 | $810K | 0.0% | N/A | 0.035% | |
| 5/4/2026 | Retirement Planning Group LLC | 5,659,717 | $225.31M | 7.0% | +14.0% | 9.758% | |
| 5/4/2026 | HBW Advisory Services LLC | 87,464 | $3.48M | 0.4% | +27.3% | 0.151% | |
| 5/2/2026 | CAP Partners LLC | 20,235 | $806K | 0.5% | -31.8% | 0.035% | |
| 5/1/2026 | Castle Wealth Management LLC | 122,233 | $4.87M | 1.6% | +0.4% | 0.211% | |
| 4/30/2026 | Kestra Advisory Services LLC | 262,803 | $10.46M | 0.0% | +2.5% | 0.453% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 612,081 | $24.37M | 1.5% | +4.5% | 1.055% | |
| 4/27/2026 | IRON Financial LLC | 19,305 | $769K | 0.3% | N/A | 0.033% | |
| 4/27/2026 | Private Advisor Group LLC | 107,275 | $4.27M | 0.0% | -5.3% | 0.185% | |
| 4/23/2026 | Capital Investment Counsel LLC | 79,752 | $3.18M | 0.4% | N/A | 0.138% | |
| 4/23/2026 | Apollon Wealth Management LLC | 6,676 | $266K | 0.0% | N/A | 0.012% | |
| 4/22/2026 | apricus wealth LLC | 6,611 | $263K | 0.1% | N/A | 0.011% | |
| 4/22/2026 | Midwest Financial Group LLC | 84,018 | $3.35M | 1.4% | +26.9% | 0.145% | |
| 4/21/2026 | Powers Advisory Group LLC | 78,461 | $3.12M | 1.1% | +44.8% | 0.135% | |
| 4/21/2026 | Sequent Planning LLC | 119,799 | $4.77M | 1.2% | +2.9% | 0.207% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 425,349 | $16.93M | 0.2% | -1.9% | 0.733% | |
| 4/20/2026 | RFG Advisory LLC | 37,266 | $1.48M | 0.0% | +4.2% | 0.064% | |
| 4/17/2026 | Defined Wealth Management LLC | 119,302 | $4.75M | 2.8% | +0.3% | 0.206% | |
| 4/17/2026 | LMG Wealth Partners LLC | 271,192 | $10.80M | 2.0% | +4.3% | 0.468% | |
| 4/17/2026 | OxenFree Capital LLC | 47,431 | $2.01M | 1.0% | -11.4% | 0.082% | |
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| 4/16/2026 | Baron Wealth Management LLC | 739,650 | $29.45M | 8.8% | +1.7% | 1.275% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,574 | $139K | 0.0% | N/A | 0.007% | |
| 3/13/2026 | Lane Brothers & Co. Inc. | 53,027 | $2.06M | 1.5% | N/A | 0.098% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 8,767 | $341K | 0.2% | +10.3% | 0.016% | |
| 2/18/2026 | Prostatis Group LLC | 18,160 | $706K | 0.2% | N/A | 0.034% | |
| 2/18/2026 | IHT Wealth Management LLC | 20,217 | $786K | 0.0% | N/A | 0.037% | |
| 2/18/2026 | Argyle Capital Partners LLC | 7,834 | $305K | 0.2% | +17.5% | 0.014% | |
| 2/17/2026 | AQR Capital Management LLC | 8,050 | $313K | 0.0% | N/A | 0.015% | |
| 2/17/2026 | Cetera Investment Advisers | 735,598 | $28.61M | 0.0% | -16.5% | 1.357% | |
| 2/17/2026 | Equitable Holdings Inc. | 199,179 | $7.75M | 0.1% | +16.9% | 0.367% | |
| 2/17/2026 | Kovack Advisors Inc. | 18,030 | $701K | 0.0% | N/A | 0.033% | |
| 2/17/2026 | Regal Investment Advisors LLC | 20,221 | $786K | 0.0% | N/A | 0.037% | |
| 2/17/2026 | Osaic Holdings Inc. | 108,093 | $4.20M | 0.0% | -0.2% | 0.199% | |
| 2/17/2026 | Private Advisor Group LLC | 113,301 | $4.41M | 0.0% | -4.3% | 0.209% | |
| 2/17/2026 | &PARTNERS | 167,247 | $6.50M | 0.0% | +16.3% | 0.309% | |
| 2/17/2026 | Royal Bank of Canada | 4,600 | $179K | 0.0% | N/A | 0.008% | |
| 2/16/2026 | MML Investors Services LLC | 113,743 | $4.42M | 0.0% | +72.2% | 0.210% | |
| 2/16/2026 | Mariner LLC | 365,898 | $14.23M | 0.0% | -4.7% | 0.675% | |
| 2/13/2026 | CreativeOne Wealth LLC | 74,457 | $2.90M | 0.1% | +2.4% | 0.137% | |
| 2/13/2026 | Kestra Advisory Services LLC | 256,453 | $9.97M | 0.0% | +3.4% | 0.473% | |
| 2/13/2026 | Visionary Wealth Advisors | 88,447 | $3.44M | 0.2% | +1.0% | 0.163% | |
| 2/13/2026 | Stifel Financial Corp | 330,522 | $12.85M | 0.0% | +12.0% | 0.610% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 89,476 | $3.50M | 0.1% | -5.4% | 0.165% | |
| 2/13/2026 | Perspective Wealth Advisors LLC | 17,324 | $674K | 0.5% | N/A | 0.032% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,082 | $42K | 0.0% | +30.0% | 0.002% | |
| 2/12/2026 | Jane Street Group LLC | 186,018 | $7.23M | 0.0% | -53.5% | 0.343% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 42,805 | $1.67M | 0.0% | +0.7% | 0.079% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 145,513 | $5.66M | 0.0% | -0.4% | 0.268% | |
| 2/12/2026 | StoneX Group Inc. | 5,326 | $207K | 0.0% | N/A | 0.010% | |
| 2/12/2026 | Vickerman Investment Advisors Inc. | 364,567 | $14.18M | 2.8% | +2.3% | 0.673% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 96,685 | $3.76M | 0.0% | +21.7% | 0.178% | |
| 2/12/2026 | Betterment LLC | 16,467 | $640K | 0.0% | +62.9% | 0.030% | |
| 2/12/2026 | Bank of Montreal Can | 7,169 | $279K | 0.0% | +85.3% | 0.013% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 42,189 | $1.64M | 0.0% | +45.5% | 0.078% | |
| 2/12/2026 | Kovack Advisors Inc. | 18,030 | $701K | 0.0% | N/A | 0.033% | |
| 2/11/2026 | Entelevest LLC | 37,739 | $1.47M | 1.5% | N/A | 0.070% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 124,772 | $4.85M | 0.0% | -7.7% | 0.230% | |
| 2/11/2026 | Capital Analysts LLC | 1,436,571 | $55.87M | 1.7% | +1.7% | 2.651% | |
| 2/11/2026 | LPL Financial LLC | 4,659,366 | $181.20M | 0.0% | +5.4% | 8.597% | |
| 2/11/2026 | Franklin Resources Inc. | 557,610 | $21.69M | 0.0% | -0.8% | 1.029% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 1,826 | $71K | 0.0% | +32.1% | 0.003% | |
| 2/11/2026 | JPMorgan Chase & Co. | 209,654 | $8.15M | 0.0% | +1.1% | 0.387% | |
| 2/11/2026 | Vise Technologies Inc. | 8,523 | $331K | 0.0% | N/A | 0.016% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 15,310 | $595K | 0.0% | +3.1% | 0.028% | |
| 2/10/2026 | Natixis Advisors LLC | 12,026 | $468K | 0.0% | N/A | 0.022% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 668,387 | $25.99M | 0.0% | +7.8% | 1.233% | |
| 2/10/2026 | Moors & Cabot Inc. | 20,096 | $782K | 0.0% | N/A | 0.037% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 26,492 | $1.03M | 0.0% | +17.6% | 0.049% | |
| 2/9/2026 | Harbour Investments Inc. | 68,014 | $2.65M | 0.1% | +16.1% | 0.125% | |
| 2/9/2026 | Prospera Financial Services Inc | 41,086 | $1.60M | 0.0% | -2.5% | 0.076% | |
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| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 10,221 | $397K | 0.0% | N/A | 0.019% | |
| 2/5/2026 | Sequent Planning LLC | 116,370 | $4.53M | 1.2% | +4.6% | 0.215% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 38,679 | $1.50M | 0.0% | -93.8% | 0.071% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 142,970 | $5.56M | 0.0% | N/A | 0.264% | |
| 2/5/2026 | Allworth Financial LP | 3,630 | $141K | 0.0% | +1,013.5% | 0.007% | |
| 2/4/2026 | CAP Partners LLC | 29,655 | $1.15M | 0.7% | +34.5% | 0.055% | |
| 2/4/2026 | Legacy Financial Advisors Inc. | 853,141 | $33.18M | 4.6% | -1.4% | 1.586% | |
| 2/3/2026 | Ridgeline Wealth Planning LLC | 138,841 | $5.40M | 3.9% | +22.0% | 0.258% | |
| 2/3/2026 | Koshinski Asset Management Inc. | 585,940 | $22.79M | 1.5% | +13.5% | 1.089% | |
| 2/3/2026 | Retirement Planning Group LLC | 4,964,122 | $193.06M | 6.3% | +3.7% | 9.227% | |