| 5/5/2026 | Signet Financial Management LLC | 21,146 | $819K | 0.1% | -4.7% | 0.111% | |
| 5/5/2026 | Sanctuary Advisors LLC | 37,861 | $1.47M | 0.0% | +6.7% | 0.199% | |
| 5/5/2026 | Sigma Planning Corp | 7,957 | $308K | 0.0% | +39.5% | 0.042% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 279,200 | $10.82M | 0.3% | +74.7% | 1.469% | |
| 5/4/2026 | Retirement Planning Group LLC | 101,917 | $3.95M | 0.1% | +31.8% | 0.536% | |
| 5/1/2026 | Fifth Third Bancorp | 3,042 | $118K | 0.0% | N/A | 0.016% | |
| 4/30/2026 | Kestra Advisory Services LLC | 175,786 | $6.81M | 0.0% | +6.4% | 0.928% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 7,751 | $300K | 0.2% | +49.2% | 0.041% | |
| 4/27/2026 | HB Wealth Management LLC | 8,258 | $320K | 0.0% | +7.6% | 0.044% | |
| 4/27/2026 | World Investment Advisors | 63,229 | $2.45M | 0.0% | -13.2% | 0.335% | |
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| 4/27/2026 | Private Advisor Group LLC | 38,227 | $1.48M | 0.0% | +16.3% | 0.203% | |
| 4/23/2026 | Apollon Financial LLC | 68,767 | $2.66M | 0.4% | +30.0% | 0.365% | |
| 4/23/2026 | Wiser Advisor Group LLC | 45,224 | $1.75M | 2.1% | -3.9% | 0.240% | |
| 4/23/2026 | Apollon Wealth Management LLC | 473,390 | $18.34M | 0.3% | +7.1% | 2.514% | |
| 4/23/2026 | Vicus Capital | 23,677 | $917K | 0.1% | +20.0% | 0.126% | |
| 4/22/2026 | Princeton Global Asset Management LLC | 10,007 | $388K | 0.1% | +37.7% | 0.053% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 33,524 | $1.31M | 0.1% | +10.5% | 0.178% | |
| 4/18/2026 | Stonehearth Capital Management LLC | 24,326 | $942K | 0.4% | +3.1% | 0.130% | |
| 4/16/2026 | Evolve Private Wealth LLC | 31,804 | $1.23M | 0.1% | +17.6% | 0.169% | |
| 3/13/2026 | World Investment Advisors | 72,847 | $2.85M | 0.0% | -2.4% | 0.416% | |
| 2/24/2026 | Anderson Financial Strategies LLC | 124,954 | $4.89M | 2.8% | +0.8% | 0.713% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 14,482 | $566K | 0.0% | +81.4% | 0.083% | |
| 2/18/2026 | NewEdge Advisors LLC | 56,160 | $2.20M | 0.0% | +8.8% | 0.321% | |
| 2/18/2026 | OLD Mission Capital LLC | 8,174 | $320K | 0.0% | N/A | 0.047% | |
| 2/18/2026 | Evolve Private Wealth LLC | 27,054 | $1.06M | 0.1% | N/A | 0.154% | |
| 2/17/2026 | Cetera Investment Advisers | 269,048 | $10.52M | 0.0% | +30.6% | 1.536% | |
| 2/17/2026 | Osaic Holdings Inc. | 86,894 | $3.40M | 0.0% | -14.8% | 0.496% | |
| 2/17/2026 | Captrust Financial Advisors | 26,419 | $1.03M | 0.0% | -5.7% | 0.151% | |
| 2/17/2026 | Royal Bank of Canada | 5,480 | $214K | 0.0% | -40.5% | 0.031% | |
| 2/17/2026 | Abound Financial LLC | 698 | $27K | 0.0% | N/A | 0.004% | |
| 2/16/2026 | MML Investors Services LLC | 59,105 | $2.31M | 0.0% | +22.1% | 0.337% | |
| 2/16/2026 | Mariner LLC | 90,302 | $3.53M | 0.0% | +71.4% | 0.515% | |
| 2/16/2026 | Focus Partners Wealth | 403,504 | $15.73M | 0.0% | -1.3% | 2.303% | |
| 2/13/2026 | Kestra Advisory Services LLC | 165,197 | $6.46M | 0.0% | +10.8% | 0.943% | |
| 2/13/2026 | Advyzon Investment Management LLC | 20,852 | $816K | 0.1% | +8.1% | 0.119% | |
| 2/13/2026 | Consilio Wealth Advisors LLC | 120,104 | $4.70M | 1.4% | +2.7% | 0.686% | |
| 2/13/2026 | Wells Fargo & Company MN | 2,018 | $79K | 0.0% | +201,700.0% | 0.012% | |
| 2/12/2026 | Jane Street Group LLC | 42,149 | $1.65M | 0.0% | +305.7% | 0.241% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 87,536 | $3.42M | 0.0% | -32.1% | 0.500% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 770,061 | $30.12M | 0.2% | +2.0% | 4.395% | |
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| 2/12/2026 | Sepio Capital LP | 141,085 | $5.52M | 0.3% | +11.1% | 0.805% | |
| 2/11/2026 | Cedar Point Capital Partners LLC | 54,185 | $2.12M | 1.4% | -14.6% | 0.309% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 142,751 | $5.58M | 0.0% | -4.6% | 0.815% | |
| 2/11/2026 | Capital Analysts LLC | 17,658 | $690K | 0.0% | -20.4% | 0.101% | |
| 2/11/2026 | Montis Financial LLC | 55,308 | $2.16M | 0.4% | -33.3% | 0.316% | |
| 2/11/2026 | LPL Financial LLC | 967,398 | $37.84M | 0.0% | +19.1% | 5.522% | |
| 2/11/2026 | JPMorgan Chase & Co. | 168,915 | $6.61M | 0.0% | +49.6% | 0.964% | |
| 2/11/2026 | Liberty Square Wealth Partners LLC | 6,598 | $258K | 0.1% | N/A | 0.038% | |
| 2/11/2026 | OneAscent Financial Services LLC | 25,308 | $990K | 0.1% | +34.9% | 0.144% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 40,569 | $1.59M | 0.0% | +3.4% | 0.232% | |
| 2/11/2026 | Verus Capital Partners LLC | 123,278 | $4.82M | 0.3% | +7.7% | 0.704% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 5,195 | $203K | 0.2% | +76.3% | 0.030% | |
| 2/10/2026 | Goldstein Advisors LLC | 511,050 | $19.99M | 2.3% | +4.1% | 2.917% | |
| 2/10/2026 | Natixis Advisors LLC | 14,660 | $573K | 0.0% | N/A | 0.084% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 1,582,613 | $61.90M | 0.0% | +5.3% | 9.033% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 7,012 | $274K | 0.0% | N/A | 0.040% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 14,482 | $566K | 0.0% | +81.4% | 0.083% | |
| 2/6/2026 | HighTower Advisors LLC | 199,715 | $7.81M | 0.0% | -43.1% | 1.140% | |
| 2/5/2026 | RiverFront Investment Group LLC | 119,642 | $4.68M | 0.1% | +21.0% | 0.683% | |
| 2/5/2026 | Blue Water Asset Management | 221,588 | $8.67M | 3.1% | N/A | 1.265% | |
| 2/5/2026 | Avantax Planning Partners Inc. | 159,807 | $6.25M | 0.2% | -2.1% | 0.912% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 41,223 | $1.61M | 0.1% | +8.5% | 0.235% | |
| 2/5/2026 | Johnson & White Wealth Management LLC | 254,880 | $9.97M | 4.3% | +3.7% | 1.455% | |
| 2/5/2026 | Landmark Wealth Management LLC | 54,445 | $2.13M | 0.8% | -7.5% | 0.311% | |
| 2/4/2026 | World Investment Advisors | 72,847 | $2.85M | 0.0% | -2.4% | 0.421% | |
| 2/4/2026 | GGM Financials LLC | 175,153 | $6.85M | 3.3% | +10.5% | 1.012% | |
| 2/3/2026 | Retirement Planning Group LLC | 77,305 | $3.02M | 0.1% | +18.3% | 0.447% | |
| 2/2/2026 | Truist Financial Corp | 7,922 | $310K | 0.0% | +44.0% | 0.046% | |
| 2/2/2026 | Benjamin Edwards Inc. | 6,801 | $266K | 0.0% | +9.2% | 0.039% | |
| 1/30/2026 | Barnes Pettey Financial Advisors LLC | 13,958 | $546K | 0.3% | N/A | 0.081% | |
| 1/29/2026 | Comerica Bank | 3,042 | $119K | 0.0% | -20.0% | 0.018% | |
| 1/29/2026 | Sanctuary Advisors LLC | 35,473 | $1.39M | 0.0% | +22.8% | 0.207% | |
| 1/28/2026 | Arkansas Financial Group Inc. | 14,521 | $568K | 0.1% | N/A | 0.085% | |
| 1/28/2026 | West Michigan Advisors LLC | 5,877 | $231K | 0.1% | +4.5% | 0.034% | |
| 1/28/2026 | HB Wealth Management LLC | 7,677 | $300K | 0.0% | +7.1% | 0.045% | |
| 1/27/2026 | RTD Financial Advisors Inc. | 24,288 | $950K | 0.1% | N/A | 0.141% | |
| 1/26/2026 | Merit Financial Group LLC | 52,821 | $2.07M | 0.0% | +84.9% | 0.308% | |
| 1/26/2026 | Cornerstone Wealth Group LLC | 30,330 | $1.19M | 0.1% | -7.8% | 0.177% | |
| 1/26/2026 | CWM LLC | 14,551 | $569K | 0.0% | N/A | 0.085% | |
| 1/26/2026 | Bernardo Wealth Planning LLC | 129,175 | $5.05M | 1.0% | +4.2% | 0.752% | |
| 1/23/2026 | Farther Finance Advisors LLC | 28,362 | $1.11M | 0.0% | N/A | 0.168% | |
| 1/23/2026 | Integrated Wealthcare LLC | 253,825 | $9.93M | 8.3% | N/A | 1.500% | |
| 1/23/2026 | Fifth Third Securities Inc. | 45,436 | $1.78M | 0.1% | +4.4% | 0.269% | |
| 1/22/2026 | Apollon Financial LLC | 52,882 | $2.07M | 0.3% | +5.0% | 0.313% | |
| 1/22/2026 | Apollon Wealth Management LLC | 441,970 | $17.29M | 0.3% | +3.1% | 2.612% | |
| 1/22/2026 | Vicus Capital | 19,725 | $771K | 0.1% | +34.2% | 0.117% | |
| 1/21/2026 | Crux Wealth Advisors | 68,318 | $2.67M | 1.0% | -7.2% | 0.404% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 4,067 | $159K | 0.0% | N/A | 0.024% | |
| 1/21/2026 | Legacy Wealth Management Inc | 596,389 | $23.33M | 1.3% | +8.9% | 3.525% | |
| 1/21/2026 | Stonebridge Financial Group LLC | 10,355 | $405K | 0.0% | N/A | 0.061% | |
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| 1/20/2026 | Princeton Global Asset Management LLC | 7,268 | $284K | 0.0% | +20.3% | 0.043% | |
| 1/20/2026 | Savvy Advisors Inc. | 21,796 | $852K | 0.0% | -1.7% | 0.129% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 25,542 | $999K | 0.0% | +7.7% | 0.151% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 138,424 | $5.41M | 0.1% | -10.0% | 0.818% | |
| 1/13/2026 | Stonehearth Capital Management LLC | 23,600 | $923K | 0.3% | -20.1% | 0.139% | |
| 1/12/2026 | Richard P Slaughter Associates Inc | 34,843 | $1.36M | 0.3% | +4.7% | 0.206% | |
| 1/12/2026 | Amplius Wealth Advisors LLC | 18,221 | $713K | 0.1% | -1.6% | 0.108% | |
| 1/12/2026 | Certified Advisory Corp | 8,108 | $317K | 0.0% | +5.8% | 0.048% | |
| 1/8/2026 | Signet Financial Management LLC | 22,185 | $868K | 0.1% | +6.0% | 0.133% | |
| 1/7/2026 | Magnus Financial Group LLC | 29,932 | $1.17M | 0.1% | -4.1% | 0.179% | |