| 10/8/2026 | Farther Finance Advisors LLC | 41,942 | $5.63M | 0.0% | +8.5% | 1.319% | |
| 10/7/2026 | Dominguez Wealth Management Solutions Inc. | 11,458 | $1.54M | 0.8% | -2.0% | 0.359% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 492,734 | $65.58M | 0.0% | +0.4% | 15.446% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 4,862 | $623K | 0.0% | N/A | 0.154% | |
| 9/9/2026 | IFP Advisors Inc | 32,678 | $4.35M | 0.1% | +9.9% | 1.034% | |
| 8/21/2026 | WorthPointe LLC | 230,810 | $29.56M | 7.2% | N/A | 7.304% | |
| 8/21/2026 | Greenspring Advisors LLC | 181,106 | $23.20M | 1.3% | N/A | 5.731% | |
| 8/21/2026 | Mayport LLC | 7,459 | $955K | 0.2% | N/A | 0.236% | |
| 8/21/2026 | Orion Capital Management LLC | 138,104 | $17.69M | 5.6% | N/A | 4.370% | |
| 8/21/2026 | Buttonwood Financial Group LLC | 67,340 | $8.63M | 5.0% | N/A | 2.131% | |
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| 8/21/2026 | Acorn Wealth Advisors LLC | 4,789 | $613K | 0.1% | N/A | 0.152% | |
| 8/20/2026 | First PREMIER Bank | 2,268 | $283K | 0.0% | N/A | 0.072% | |
| 8/20/2026 | Cooper Haims Advisors LLC | 14,112 | $1.81M | 0.7% | N/A | 0.447% | |
| 8/20/2026 | Nwam LLC | 158,772 | $19.88M | 1.0% | N/A | 5.024% | |
| 8/20/2026 | JNBA Financial Advisors | 11,622 | $1.45M | 0.1% | N/A | 0.368% | |
| 8/20/2026 | Strategic Advisors LLC | 9,038 | $1.13M | 0.2% | N/A | 0.286% | |
| 5/19/2026 | Bank of America Corp DE | 6,521 | $744K | 0.0% | -44.9% | 0.221% | |
| 5/13/2026 | Cetera Investment Advisers | 6,930 | $790K | 0.0% | +18.4% | 0.235% | |
| 5/6/2026 | Advisortrust Partners LLC | 1,184 | $135K | 0.1% | N/A | 0.040% | |
| 5/5/2026 | Bank of New York Mellon Corp | 247,468 | $28.22M | 0.0% | +11.2% | 8.389% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 4,858 | $554K | 0.0% | N/A | 0.165% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,030 | $460K | 0.0% | +117.6% | 0.138% | |
| 4/23/2026 | Networth Advisors LLC | 38,310 | $4.37M | 3.1% | +2.9% | 1.330% | |
| 4/22/2026 | Realta Investment Advisors | 2,738 | $312K | 0.1% | +33.0% | 0.095% | |
| 3/3/2026 | Koenig Investment Advisory LLC | 15,542 | $1.86M | 1.5% | N/A | 0.543% | |
| 2/18/2026 | Hershey Financial Advisers LLC | 8,636 | $1.10M | 0.9% | N/A | 0.302% | |
| 2/17/2026 | Cetera Investment Advisers | 5,853 | $742K | 0.0% | -7.4% | 0.205% | |
| 2/17/2026 | Osaic Holdings Inc. | 23,375 | $2.97M | 0.0% | +2.3% | 0.817% | |
| 2/16/2026 | MML Investors Services LLC | 5,350 | $679K | 0.0% | -2.7% | 0.187% | |
| 2/13/2026 | Stifel Financial Corp | 22,837 | $2.90M | 0.0% | -1.1% | 0.798% | |
| 2/12/2026 | Jane Street Group LLC | 2,845 | $361K | 0.0% | N/A | 0.099% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 19,303 | $2.45M | 0.0% | +17.7% | 0.675% | |
| 2/11/2026 | LPL Financial LLC | 15,583 | $1.98M | 0.0% | -3.9% | 0.545% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 1,988 | $252K | 0.0% | -19.6% | 0.070% | |
| 2/10/2026 | Bank of New York Mellon Corp | 222,536 | $28.23M | 0.0% | +8.3% | 7.781% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 1,318 | $167K | 0.1% | N/A | 0.046% | |
| 2/6/2026 | IFP Advisors Inc | 29,806 | $3.78M | 0.1% | +48.3% | 1.042% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 52,366 | $6.64M | 0.4% | -1.7% | 1.831% | |
| 2/6/2026 | HighTower Advisors LLC | 15,521 | $1.97M | 0.0% | +5.9% | 0.543% | |
| 2/4/2026 | Win Advisors Inc. | 16,870 | $2.14M | 0.9% | -83.4% | 0.590% | |
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| 2/2/2026 | Truist Financial Corp | 25,161 | $3.19M | 0.0% | -2.2% | 0.880% | |
| 1/30/2026 | Delta Investment Management LLC | 55,062 | $6.98M | 1.2% | N/A | 1.925% | |
| 1/29/2026 | NBC Securities Inc. | 802 | $102K | 0.0% | +102.5% | 0.028% | |
| 1/28/2026 | Joseph P. Lucia & Associates LLC | 3,292 | $418K | 0.2% | -7.5% | 0.115% | |
| 1/26/2026 | AE Wealth Management LLC | 20,755 | $2.63M | 0.0% | +67.6% | 0.726% | |
| 1/26/2026 | Prosperity Financial Group Inc. | 14,509 | $1.84M | 0.7% | +7.3% | 0.507% | |
| 1/26/2026 | Slagle Financial LLC | 28,098 | $3.56M | 1.2% | +2.6% | 0.982% | |
| 1/23/2026 | Farther Finance Advisors LLC | 35,383 | $4.49M | 0.0% | +5.9% | 1.237% | |
| 1/22/2026 | Networth Advisors LLC | 37,220 | $4.72M | 3.5% | N/A | 1.301% | |
| 1/20/2026 | BXM Wealth LLC | 152,545 | $19.35M | 1.9% | +4,812.9% | 5.334% | |
| 1/20/2026 | Realta Investment Advisors | 2,059 | $261K | 0.1% | N/A | 0.072% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 63,260 | $8.02M | 0.4% | +1.8% | 2.212% | |
| 1/15/2026 | Dominguez Wealth Management Solutions Inc. | 12,820 | $1.63M | 1.0% | -5.5% | 0.448% | |
| 1/15/2026 | ERn Financial LLC | 64,111 | $8.13M | 1.5% | +9.9% | 2.242% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 5,097 | $650K | 0.0% | +32.4% | 0.178% | |
| 1/13/2026 | Synergy Asset Management LLC | 2,887 | $366K | 0.0% | -13.7% | 0.101% | |
| 1/1/2026 | JPMorgan Chase & Co. | 7,610 | $917K | 0.0% | +14.5% | 0.266% | |
| 12/2/2025 | IFP Advisors Inc | 20,096 | $2.42M | 0.1% | +2.1% | 0.703% | |
| 11/18/2025 | Apexium Financial LP | 41,967 | $5.05M | 0.2% | +14.6% | 1.467% | |
| 11/17/2025 | Prosperity Financial Group Inc. | 13,528 | $1.63M | 0.6% | +9.0% | 0.473% | |
| 11/17/2025 | High Falls Advisors Inc | 2,655 | $320K | 0.1% | -4.1% | 0.093% | |
| 11/12/2025 | American Century Companies Inc. | 616,983 | $74.31M | 0.0% | -1.8% | 21.573% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 53,289 | $6.42M | 0.4% | -2.9% | 1.863% | |
| 11/7/2025 | Crestwood Advisors Group LLC | 1,728 | $208K | 0.0% | N/A | 0.060% | |
| 11/7/2025 | JPMorgan Chase & Co. | 7,610 | $917K | 0.0% | +14.5% | 0.266% | |
| 11/7/2025 | HighTower Advisors LLC | 14,662 | $1.77M | 0.0% | +2.0% | 0.513% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 62,112 | $7.48M | 0.4% | -0.5% | 2.172% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 2,474 | $298K | 0.0% | +8.5% | 0.087% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 453,497 | $54.62M | 0.0% | -1.5% | 15.857% | |
| 11/4/2025 | Win Advisors Inc. | 101,651 | $12.24M | 6.0% | +443.7% | 3.554% | |
| 11/3/2025 | AE Wealth Management LLC | 12,385 | $1.49M | 0.0% | +43.7% | 0.433% | |
| 11/3/2025 | Truist Financial Corp | 25,737 | $3.10M | 0.0% | -23.5% | 0.900% | |
| 10/30/2025 | Elevation Capital Advisory LLC | 3,330 | $401K | 0.2% | -95.5% | 0.116% | |
| 10/30/2025 | ERn Financial LLC | 58,313 | $7.02M | 1.4% | +5.0% | 2.039% | |
| 10/29/2025 | Beacon Financial Advisory LLC | 1,820 | $219K | 0.1% | N/A | 0.064% | |
| 10/28/2025 | BXM Wealth LLC | 3,105 | $374K | 0.3% | -39.2% | 0.109% | |
| 10/21/2025 | Synergy Asset Management LLC | 3,344 | $403K | 0.0% | -32.8% | 0.117% | |
| 10/21/2025 | Silver Oak Securities Incorporated | 3,851 | $464K | 0.0% | N/A | 0.135% | |
| 10/20/2025 | Joseph P. Lucia & Associates LLC | 3,558 | $429K | 0.2% | -7.2% | 0.124% | |
| 10/17/2025 | Financial Partners Group Inc | 4,416 | $532K | 0.1% | +10.6% | 0.154% | |
| 10/14/2025 | Farther Finance Advisors LLC | 33,419 | $4.03M | 0.1% | +54.2% | 1.168% | |
| 10/3/2025 | Dominguez Wealth Management Solutions Inc. | 13,568 | $1.63M | 1.0% | +1.3% | 0.474% | |
| 9/4/2025 | Osaic Holdings Inc. | 23,126 | $2.53M | 0.0% | -53.3% | 0.809% | |
| 8/18/2025 | Hershey Financial Advisers LLC | 9,122 | $997K | 0.9% | N/A | 0.319% | |
| 8/15/2025 | High Falls Advisors Inc | 2,768 | $302K | 0.1% | N/A | 0.097% | |
| 8/15/2025 | MML Investors Services LLC | 5,439 | $594K | 0.0% | +17.1% | 0.190% | |
| 8/15/2025 | Bank of America Corp DE | 11,103 | $1.21M | 0.0% | +246.2% | 0.388% | |
| 8/14/2025 | Menora Mivtachim Holdings LTD. | 72,281 | $7.90M | 0.0% | +55.2% | 2.527% | |
| 8/12/2025 | American Century Companies Inc. | 628,065 | $68.62M | 0.0% | -1.0% | 21.960% | |
| 8/12/2025 | AlphaCore Capital LLC | 295 | $32K | 0.0% | N/A | 0.010% | |
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| 8/12/2025 | JPMorgan Chase & Co. | 6,645 | $726K | 0.0% | +304.0% | 0.232% | |
| 8/11/2025 | Slagle Financial LLC | 27,442 | $3.00M | 1.2% | -71.1% | 0.960% | |
| 8/6/2025 | AE Wealth Management LLC | 8,619 | $942K | 0.0% | +45.6% | 0.301% | |
| 8/6/2025 | Ethos Financial Group LLC | 7,879 | $861K | 0.1% | +4.9% | 0.275% | |
| 8/5/2025 | Bank of New York Mellon Corp | 187,453 | $20.48M | 0.0% | +17.6% | 6.554% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 54,890 | $6.00M | 0.4% | -0.9% | 1.919% | |
| 8/1/2025 | Bessemer Group Inc. | 21,272 | $2.32M | 0.0% | N/A | 0.744% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 460,477 | $50.31M | 0.0% | -21.5% | 16.101% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 12,414 | $1.36M | 0.6% | +8.1% | 0.434% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 74,775 | $8.17M | 3.3% | N/A | 2.615% | |