| 5/4/2026 | Vantage Point Financial LLC | 5,925 | $201K | 0.1% | N/A | 0.135% | |
| 5/2/2026 | Arlington Capital Management Inc. | 9,432 | $320K | 0.2% | N/A | 0.215% | |
| 5/1/2026 | Corrado Advisors LLC | 74,668 | $2.53M | 1.3% | -2.1% | 1.705% | |
| 4/30/2026 | Kestra Advisory Services LLC | 35,210 | $1.20M | 0.0% | +65.5% | 0.804% | |
| 4/30/2026 | Personal CFO Solutions LLC | 74,162 | $2.52M | 0.4% | N/A | 1.693% | |
| 4/28/2026 | Berger Financial Group Inc | 7,157 | $243K | 0.0% | N/A | 0.163% | |
| 4/27/2026 | BIP Wealth LLC | 19,542 | $663K | 0.0% | -3.4% | 0.446% | |
| 4/27/2026 | World Investment Advisors | 12,838 | $436K | 0.0% | +3.6% | 0.293% | |
| 4/24/2026 | Alaska Wealth Advisors LLC | 7,605 | $258K | 0.0% | N/A | 0.174% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 61,644 | $2.09M | 0.2% | -1.8% | 1.407% | |
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| 4/21/2026 | Compass Advisory Group LLC | 27,718 | $940K | 0.3% | -9.0% | 0.633% | |
| 4/21/2026 | Long Island Wealth Management Inc. | 232,619 | $7.89M | 3.7% | +3.4% | 5.311% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 50,643 | $1.72M | 0.1% | +44.8% | 1.156% | |
| 4/16/2026 | Triad Wealth Partners LLC | 39,324 | $1.33M | 0.1% | +30.6% | 0.898% | |
| 4/16/2026 | Founders Financial Securities LLC | 13,773 | $479K | 0.0% | +18.6% | 0.314% | |
| 3/13/2026 | World Investment Advisors | 12,392 | $419K | 0.0% | N/A | 0.342% | |
| 2/20/2026 | Sunbelt Securities Inc. | 28,544 | $965K | 0.1% | -9.2% | 0.789% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 36,835 | $1.25M | 1.2% | N/A | 1.018% | |
| 2/18/2026 | Opus Financial Solutions LLC | 9,084 | $307K | 0.3% | N/A | 0.251% | |
| 2/17/2026 | Cetera Investment Advisers | 61,146 | $2.07M | 0.0% | +2.2% | 1.689% | |
| 2/17/2026 | Osaic Holdings Inc. | 123,093 | $4.16M | 0.0% | -2.9% | 3.400% | |
| 2/13/2026 | WPWealth LLP | 31,504 | $1.07M | 0.2% | -7.7% | 0.870% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 15,760 | $533K | 0.0% | -6.2% | 0.435% | |
| 2/11/2026 | Winnow Wealth LLC | 6,625 | $225K | 0.2% | -12.0% | 0.183% | |
| 2/10/2026 | Gill Capital Partners LLC | 24,977 | $844K | 0.3% | -3.8% | 0.690% | |
| 2/10/2026 | Founders Financial Securities LLC | 11,611 | $392K | 0.0% | +16.6% | 0.321% | |
| 2/10/2026 | Corrado Advisors LLC | 76,273 | $2.58M | 1.3% | +79.1% | 2.107% | |
| 2/9/2026 | Harbour Investments Inc. | 5,599 | $189K | 0.0% | +27.3% | 0.155% | |
| 2/6/2026 | IFP Advisors Inc | 21,316 | $720K | 0.0% | -2.2% | 0.589% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 8,717 | $295K | 0.0% | N/A | 0.241% | |
| 2/5/2026 | Allworth Financial LP | 14,831 | $501K | 0.0% | -13.6% | 0.410% | |
| 2/4/2026 | World Investment Advisors | 12,392 | $419K | 0.0% | N/A | 0.342% | |
| 2/4/2026 | Trek Financial LLC | 7,380 | $249K | 0.0% | -6.5% | 0.204% | |
| 2/2/2026 | JDM Financial Group LLC | 31,713 | $1.07M | 0.2% | N/A | 0.876% | |
| 1/27/2026 | PFG Advisors | 8,872 | $300K | 0.0% | -14.5% | 0.253% | |
| 1/26/2026 | WorthPointe LLC | 10,761 | $364K | 0.1% | +47.5% | 0.307% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,466 | $83K | 0.0% | -40.0% | 0.070% | |
| 1/23/2026 | Altfest L J & Co. Inc. | 8,900 | $301K | 0.0% | -8.1% | 0.254% | |
| 1/23/2026 | Diligent Investors LLC | 34,797 | $1.18M | 0.3% | +3.4% | 0.994% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 4,551 | $154K | 0.1% | -10.6% | 0.130% | |
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| 1/22/2026 | Triad Wealth Partners LLC | 30,103 | $1.02M | 0.1% | +17.7% | 0.860% | |
| 1/21/2026 | Compass Advisory Group LLC | 30,461 | $1.03M | 0.3% | +4.1% | 0.870% | |
| 1/21/2026 | BIP Wealth LLC | 20,236 | $684K | 0.0% | N/A | 0.578% | |
| 1/21/2026 | MBL Wealth LLC | 120,647 | $4.08M | 0.3% | -2.5% | 3.447% | |
| 1/21/2026 | Long Island Wealth Management Inc. | 224,908 | $7.60M | 3.6% | +0.8% | 6.426% | |
| 1/20/2026 | Signaturefd LLC | 36,166 | $1.22M | 0.0% | +141.8% | 1.064% | |
| 1/16/2026 | HFG Wealth Management LLC | 21,617 | $730K | 0.4% | -92.5% | 0.636% | |
| 1/15/2026 | My Personal CFO LLC | 26,990 | $912K | 0.4% | N/A | 0.794% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 34,964 | $1.18M | 0.1% | N/A | 1.028% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 22,127 | $762K | 0.0% | -6.0% | 0.763% | |
| 1/8/2026 | NorthCrest Asset Manangement LLC | 22,789 | $782K | 0.0% | N/A | 0.786% | |
| 12/2/2025 | Allworth Financial LP | 17,166 | $570K | 0.0% | -90.5% | 0.572% | |
| 11/19/2025 | Sunbelt Securities Inc. | 31,447 | $1.04M | 0.1% | +6.8% | 1.048% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,609 | $319K | 0.0% | +45.4% | 0.320% | |
| 11/17/2025 | Citadel Advisors LLC | 17,234 | $572K | 0.0% | N/A | 0.574% | |
| 11/14/2025 | Raymond James Financial Inc. | 26,396 | $877K | 0.0% | -11.5% | 0.880% | |
| 11/14/2025 | Diligent Investors LLC | 33,651 | $1.12M | 0.3% | -14.7% | 1.122% | |
| 11/7/2025 | Bedel Financial Consulting Inc. | 6,224 | $207K | 0.0% | N/A | 0.207% | |
| 11/6/2025 | Long Island Wealth Management Inc. | 223,082 | $7.41M | 3.6% | -0.5% | 7.436% | |
| 11/6/2025 | Onyx Bridge Wealth Group LLC | 62,836 | $2.09M | 0.2% | +41.7% | 2.095% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 24,151 | $802K | 0.0% | +15.8% | 0.805% | |
| 11/4/2025 | Winnow Wealth LLC | 7,532 | $256K | 0.2% | N/A | 0.251% | |
| 11/3/2025 | AE Wealth Management LLC | 2,137 | $71K | 0.0% | +79.6% | 0.071% | |
| 11/3/2025 | Belpointe Asset Management LLC | 21,724 | $721K | 0.0% | -5.9% | 0.724% | |
| 10/31/2025 | Trek Financial LLC | 7,892 | $262K | 0.0% | -11.1% | 0.259% | |
| 10/30/2025 | Triad Wealth Partners LLC | 25,577 | $849K | 0.1% | +74.9% | 0.839% | |
| 10/23/2025 | Strategic Blueprint LLC | 26,203 | $870K | 0.0% | -1.3% | 0.859% | |
| 10/22/2025 | CoreCap Advisors LLC | 1,353 | $45K | 0.0% | -46.1% | 0.044% | |
| 10/22/2025 | Kathmere Capital Management LLC | 6,228 | $207K | 0.0% | N/A | 0.204% | |
| 10/21/2025 | Altfest L J & Co. Inc. | 9,683 | $322K | 0.0% | -4.6% | 0.317% | |
| 10/16/2025 | MBL Wealth LLC | 123,697 | $4.11M | 0.4% | -4.2% | 4.056% | |
| 10/15/2025 | CWM LLC | 33,377 | $1.11M | 0.0% | -1.8% | 1.094% | |
| 10/15/2025 | Founders Financial Securities LLC | 9,954 | $331K | 0.0% | +26.4% | 0.326% | |
| 10/15/2025 | Cypress Wealth Services LLC | 8,220 | $273K | 0.0% | -68.8% | 0.270% | |
| 10/14/2025 | Farther Finance Advisors LLC | 4,113 | $137K | 0.0% | -66.5% | 0.135% | |
| 10/3/2025 | HFG Wealth Management LLC | 284,022 | $9.10M | 4.9% | +5.1% | 9.074% | |
| 9/4/2025 | Osaic Holdings Inc. | 133,063 | $4.26M | 0.0% | +53.7% | 3.972% | |
| 8/19/2025 | Cape Investment Advisory Inc. | 12,111 | $388K | 0.1% | +33.0% | 0.362% | |
| 8/15/2025 | Benjamin Edwards Inc. | 7,590 | $243K | 0.0% | N/A | 0.227% | |
| 8/14/2025 | Raymond James Financial Inc. | 29,828 | $956K | 0.0% | -50.3% | 0.890% | |
| 8/13/2025 | Trek Financial LLC | 8,874 | $284K | 0.0% | -23.3% | 0.265% | |
| 8/8/2025 | Cetera Investment Advisers | 43,127 | $1.38M | 0.0% | +14.7% | 1.287% | |
| 8/7/2025 | Allworth Financial LP | 179,930 | $5.77M | 0.0% | +7.8% | 5.371% | |
| 8/7/2025 | PFG Advisors | 10,191 | $327K | 0.0% | N/A | 0.304% | |
| 8/1/2025 | Corrado Advisors LLC | 42,578 | $1.36M | 0.8% | -57.7% | 1.271% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 20,849 | $668K | 0.0% | +53.1% | 0.622% | |
| 7/31/2025 | Whipplewood Advisors LLC | 1,424 | $46K | 0.0% | -48.6% | 0.043% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 44,351 | $1.42M | 0.2% | -27.4% | 1.312% | |
| 7/28/2025 | Compass Advisory Group LLC | 29,529 | $946K | 0.3% | +19.6% | 0.874% | |
| 7/28/2025 | Harbour Investments Inc. | 4,400 | $141K | 0.0% | -27.3% | 0.130% | |
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| 7/28/2025 | Cypress Wealth Services LLC | 26,363 | $845K | 0.2% | -6.5% | 0.780% | |
| 7/22/2025 | Belpointe Asset Management LLC | 23,074 | $739K | 0.0% | -3.5% | 0.683% | |
| 7/22/2025 | MBL Wealth LLC | 129,107 | $4.14M | 0.4% | -0.5% | 3.820% | |
| 7/22/2025 | Diligent Investors LLC | 39,451 | $1.26M | 0.3% | -2.0% | 1.167% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 5,089 | $163K | 0.1% | -11.4% | 0.151% | |
| 7/21/2025 | Triad Wealth Partners LLC | 14,625 | $469K | 0.1% | +93.9% | 0.433% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 16,160 | $518K | 0.1% | +10.5% | 0.478% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 18,295 | $586K | 0.0% | -8.1% | 0.527% | |
| 7/11/2025 | Farther Finance Advisors LLC | 12,295 | $394K | 0.0% | +130.4% | 0.354% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 23,296 | $750K | 0.0% | +9.4% | 0.671% | |