| 5/19/2026 | Cornerstone Wealth LLC TN | 127,879 | $4.75M | 2.7% | N/A | 1.809% | |
| 5/18/2026 | Sunbelt Securities Inc. | 14,075 | $511K | 0.0% | +6.7% | 0.199% | |
| 5/18/2026 | Talon Private Wealth LLC | 51,909 | $1.88M | 0.3% | N/A | 0.734% | |
| 5/15/2026 | Wealth Alliance LLC | 37,331 | $1.35M | 0.1% | +50.7% | 0.528% | |
| 5/13/2026 | Cetera Investment Advisers | 111,096 | $4.03M | 0.0% | +25.1% | 1.571% | |
| 5/8/2026 | Atlantic Private Wealth LLC | 5,400 | $196K | 0.1% | N/A | 0.076% | |
| 5/6/2026 | Independent Financial Group LLC | 69,932 | $2.54M | 0.1% | N/A | 0.989% | |
| 5/5/2026 | Wealthgarden F.S. LLC | 13,138 | $477K | 0.3% | +104.5% | 0.186% | |
| 5/4/2026 | Vantage Point Financial LLC | 10,027 | $364K | 0.1% | +35.5% | 0.142% | |
| 5/1/2026 | Corrado Advisors LLC | 39,680 | $1.44M | 0.8% | -2.8% | 0.561% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 64,435 | $2.34M | 0.0% | +133.0% | 0.911% | |
| 4/29/2026 | Red Crane Wealth Management LLC | 107,137 | $3.89M | 3.2% | +1.3% | 1.515% | |
| 4/29/2026 | Global Strategic Investment Solutions LLC | 58,445 | $2.12M | 0.2% | -8.5% | 0.827% | |
| 4/28/2026 | Berger Financial Group Inc | 23,643 | $858K | 0.0% | -6.0% | 0.334% | |
| 4/27/2026 | BIP Wealth LLC | 143,126 | $5.19M | 0.2% | +41.1% | 2.024% | |
| 4/27/2026 | World Investment Advisors | 26,220 | $951K | 0.0% | +2.8% | 0.371% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 1,400 | $51K | 0.0% | N/A | 0.020% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 12,498 | $453K | 0.0% | +4.6% | 0.177% | |
| 4/21/2026 | Compass Advisory Group LLC | 832,806 | $30.21M | 8.1% | +346.8% | 11.648% | |
| 4/21/2026 | Long Island Wealth Management Inc. | 510,484 | $18.52M | 8.6% | +20.2% | 7.140% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 29,124 | $1.06M | 0.1% | N/A | 0.407% | |
| 4/18/2026 | BCS Wealth Management | 5,776 | $210K | 0.0% | -52.5% | 0.081% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 51,909 | $1.88M | 0.1% | +19.5% | 0.726% | |
| 4/17/2026 | AdvisorNet Financial Inc | 111,746 | $4.05M | 0.2% | -0.7% | 1.563% | |
| 4/16/2026 | Triad Wealth Partners LLC | 46,722 | $1.70M | 0.1% | +19.9% | 0.653% | |
| 4/16/2026 | Founders Financial Securities LLC | 27,557 | $1.03M | 0.1% | +18.6% | 0.385% | |
| 3/13/2026 | World Investment Advisors | 25,497 | $922K | 0.0% | N/A | 0.381% | |
| 2/20/2026 | Sunbelt Securities Inc. | 13,189 | $477K | 0.0% | -3.2% | 0.197% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 80,306 | $2.90M | 2.8% | N/A | 1.199% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 18,076 | $654K | 0.1% | -3.4% | 0.270% | |
| 2/18/2026 | CacheTech Inc. | 6,366 | $230K | 0.0% | N/A | 0.095% | |
| 2/18/2026 | Opus Financial Solutions LLC | 10,808 | $391K | 0.4% | N/A | 0.161% | |
| 2/17/2026 | Cetera Investment Advisers | 88,788 | $3.21M | 0.0% | -0.9% | 1.325% | |
| 2/17/2026 | Osaic Holdings Inc. | 130,598 | $4.72M | 0.0% | +1.1% | 1.949% | |
| 2/17/2026 | Blair William & Co. IL | 211,963 | $7.67M | 0.0% | +51.2% | 3.164% | |
| 2/17/2026 | Rothschild Wealth LLC | 9,405 | $340K | 0.0% | N/A | 0.140% | |
| 2/13/2026 | WPWealth LLP | 99,968 | $3.62M | 0.6% | -6.4% | 1.492% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 13,278 | $480K | 0.0% | N/A | 0.198% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 804 | $29K | 0.0% | -36.3% | 0.012% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 11,948 | $432K | 0.0% | +6.0% | 0.178% | |
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| 2/11/2026 | LPL Financial LLC | 60,934 | $2.20M | 0.0% | +57.8% | 0.909% | |
| 2/11/2026 | Tradition Wealth Management LLC | 9,095 | $329K | 0.0% | -5.6% | 0.136% | |
| 2/11/2026 | Wealthgarden F.S. LLC | 6,423 | $237K | 0.2% | N/A | 0.096% | |
| 2/11/2026 | Straight Path Wealth Management | 6,587 | $238K | 0.1% | N/A | 0.098% | |
| 2/10/2026 | NewCorp Financial Services Inc. | 20,580 | $744K | 0.7% | N/A | 0.307% | |
| 2/10/2026 | Rothschild Wealth LLC | 9,405 | $340K | 0.0% | N/A | 0.140% | |
| 2/10/2026 | Founders Financial Securities LLC | 23,236 | $840K | 0.0% | +16.6% | 0.347% | |
| 2/10/2026 | Corrado Advisors LLC | 40,816 | $1.48M | 0.7% | +523.0% | 0.609% | |
| 2/9/2026 | Collaborative Wealth Managment Inc. | 6,601 | $239K | 0.1% | -13.0% | 0.099% | |
| 2/9/2026 | Harbour Investments Inc. | 49,529 | $1.79M | 0.0% | +968.1% | 0.739% | |
| 2/6/2026 | Americana Partners LLC | 84,590 | $3.06M | 0.1% | +2.8% | 1.263% | |
| 2/6/2026 | IFP Advisors Inc | 39,325 | $1.42M | 0.0% | -1.5% | 0.587% | |
| 2/6/2026 | HighTower Advisors LLC | 100,614 | $3.64M | 0.0% | -0.3% | 1.502% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 10,691 | $387K | 0.0% | N/A | 0.160% | |
| 2/5/2026 | Avantax Planning Partners Inc. | 5,672 | $205K | 0.0% | -12.8% | 0.085% | |
| 2/5/2026 | Allworth Financial LP | 10,706 | $387K | 0.0% | -15.1% | 0.160% | |
| 2/4/2026 | World Investment Advisors | 25,497 | $922K | 0.0% | N/A | 0.381% | |
| 2/3/2026 | AssuredPartners Investment Advisors LLC | 33,931 | $1.23M | 0.2% | N/A | 0.506% | |
| 2/3/2026 | Red Crane Wealth Management LLC | 105,796 | $3.83M | 3.1% | +9.8% | 1.579% | |
| 2/2/2026 | JDM Financial Group LLC | 82,989 | $3.00M | 0.6% | N/A | 1.239% | |
| 2/2/2026 | Truist Financial Corp | 22,782 | $824K | 0.0% | -4.2% | 0.340% | |
| 2/2/2026 | Benjamin Edwards Inc. | 34,468 | $1.25M | 0.0% | -6.5% | 0.514% | |
| 2/2/2026 | Vantage Point Financial LLC | 7,399 | $268K | 0.1% | +14.3% | 0.110% | |
| 1/29/2026 | Global Strategic Investment Solutions LLC | 63,863 | $2.31M | 0.2% | -14.9% | 0.972% | |
| 1/27/2026 | PFG Advisors | 43,591 | $1.58M | 0.1% | -7.6% | 0.663% | |
| 1/27/2026 | Vestia Personal Wealth Advisors | 10,598 | $389K | 0.2% | -3.8% | 0.161% | |
| 1/27/2026 | Berger Financial Group Inc | 25,158 | $910K | 0.1% | -3.8% | 0.383% | |
| 1/26/2026 | CWM LLC | 15,769 | $570K | 0.0% | +31.7% | 0.240% | |
| 1/26/2026 | WorthPointe LLC | 24,417 | $883K | 0.2% | +24.5% | 0.372% | |
| 1/26/2026 | BCS Wealth Management | 12,151 | $439K | 0.0% | +70.1% | 0.185% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,562 | $93K | 0.0% | -19.7% | 0.039% | |
| 1/23/2026 | Altfest L J & Co. Inc. | 14,957 | $541K | 0.1% | -5.4% | 0.228% | |
| 1/23/2026 | Diligent Investors LLC | 35,484 | $1.28M | 0.3% | +6.0% | 0.540% | |
| 1/23/2026 | DHJJ Financial Advisors Ltd. | 33,096 | $1.20M | 0.4% | -13.9% | 0.504% | |
| 1/22/2026 | Triad Wealth Partners LLC | 38,952 | $1.41M | 0.1% | +16.7% | 0.593% | |
| 1/21/2026 | Compass Advisory Group LLC | 186,407 | $6.74M | 1.8% | +1.6% | 2.837% | |
| 1/21/2026 | BIP Wealth LLC | 101,445 | $3.67M | 0.1% | N/A | 1.544% | |
| 1/21/2026 | Long Island Wealth Management Inc. | 424,818 | $15.36M | 7.3% | +2.9% | 6.466% | |
| 1/20/2026 | Signaturefd LLC | 8,654 | $313K | 0.0% | N/A | 0.134% | |
| 1/20/2026 | Ascent Group LLC | 6,069 | $219K | 0.0% | -17.8% | 0.094% | |
| 1/16/2026 | HFG Wealth Management LLC | 109,407 | $3.96M | 2.2% | -12.2% | 1.737% | |
| 1/16/2026 | PFS Partners LLC | 4,806 | $174K | 0.1% | +44.9% | 0.076% | |
| 1/15/2026 | My Personal CFO LLC | 56,630 | $2.05M | 0.9% | N/A | 0.899% | |
| 1/14/2026 | Lantz Financial LLC | 13,554 | $490K | 0.1% | +28.1% | 0.215% | |
| 1/13/2026 | CoreCap Advisors LLC | 6,476 | $234K | 0.0% | -4.8% | 0.103% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 43,456 | $1.57M | 0.1% | N/A | 0.690% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 51,676 | $1.89M | 0.0% | -1.3% | 1.081% | |
| 1/1/2026 | JPMorgan Chase & Co. | 45,633 | $1.61M | 0.0% | +5,097.4% | 1.025% | |
| 12/2/2025 | Allworth Financial LP | 12,608 | $444K | 0.0% | -46.1% | 0.283% | |
| 11/19/2025 | Sunbelt Securities Inc. | 13,630 | $480K | 0.0% | +18.6% | 0.306% | |
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| 11/17/2025 | NewEdge Advisors LLC | 16,170 | $569K | 0.0% | -34.1% | 0.363% | |
| 11/17/2025 | Silicon Valley Capital Partners | 1,525 | $54K | 0.0% | N/A | 0.034% | |
| 11/17/2025 | Susquehanna International Group LLP | 10,742 | $378K | 0.0% | -76.4% | 0.241% | |
| 11/14/2025 | Arlington Capital Management Inc. | 11,518 | $405K | 0.3% | -5.8% | 0.259% | |
| 11/14/2025 | Diligent Investors LLC | 33,484 | $1.18M | 0.3% | -14.1% | 0.752% | |
| 11/13/2025 | PFG Advisors | 47,176 | $1.66M | 0.1% | -3.2% | 1.060% | |
| 11/13/2025 | Blair William & Co. IL | 140,173 | $4.93M | 0.0% | -0.5% | 3.150% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 7,218 | $254K | 0.0% | -6.9% | 0.162% | |
| 11/12/2025 | Arete Wealth Advisors LLC | 9,607 | $338K | 0.0% | +10.7% | 0.216% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 11,749 | $413K | 0.0% | -7.8% | 0.264% | |