| 5/19/2026 | GTS Financial LLC | 185,528 | $6.26M | 4.5% | N/A | 3.343% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 33,209 | $1.15M | 0.7% | N/A | 0.598% | |
| 5/18/2026 | Talon Private Wealth LLC | 56,123 | $1.89M | 0.3% | N/A | 1.011% | |
| 5/13/2026 | Cetera Investment Advisers | 122,165 | $4.12M | 0.0% | -4.3% | 2.201% | |
| 5/6/2026 | Independent Financial Group LLC | 68,444 | $2.31M | 0.1% | N/A | 1.233% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 81,624 | $2.76M | 0.3% | -0.8% | 1.471% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 5,937 | $206K | 0.0% | -14.9% | 0.107% | |
| 5/4/2026 | Vantage Point Financial LLC | 9,638 | $325K | 0.1% | +41.9% | 0.174% | |
| 5/1/2026 | Corrado Advisors LLC | 54,450 | $1.84M | 1.0% | -2.1% | 0.981% | |
| 4/30/2026 | Kestra Advisory Services LLC | 70,238 | $2.37M | 0.0% | +48.7% | 1.266% | |
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| 4/29/2026 | Global Strategic Investment Solutions LLC | 89,715 | $3.03M | 0.3% | -40.2% | 1.616% | |
| 4/28/2026 | Berger Financial Group Inc | 204,253 | $6.89M | 0.4% | -2.6% | 3.680% | |
| 4/27/2026 | BIP Wealth LLC | 97,426 | $3.29M | 0.1% | -71.7% | 1.755% | |
| 4/22/2026 | Ifrah Financial Services Inc. | 24,119 | $814K | 0.2% | -3.1% | 0.435% | |
| 4/21/2026 | Compass Advisory Group LLC | 20,355 | $687K | 0.2% | -95.3% | 0.367% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 9,252 | $312K | 0.0% | -4.6% | 0.167% | |
| 4/18/2026 | BCS Wealth Management | 25,067 | $846K | 0.2% | -51.3% | 0.448% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 56,153 | $1.90M | 0.1% | +19.8% | 1.003% | |
| 4/17/2026 | Summit Wealth Partners LLC | 8,112 | $274K | 0.0% | -4.5% | 0.145% | |
| 4/16/2026 | Triad Wealth Partners LLC | 51,743 | $1.75M | 0.1% | +19.2% | 0.924% | |
| 4/16/2026 | Founders Financial Securities LLC | 29,746 | $1.03M | 0.1% | +18.3% | 0.531% | |
| 3/13/2026 | World Investment Advisors | 26,887 | $901K | 0.0% | N/A | 0.427% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 40,403 | $1.35M | 1.3% | N/A | 0.641% | |
| 2/18/2026 | NewEdge Advisors LLC | 7,715 | $259K | 0.0% | -7.0% | 0.122% | |
| 2/18/2026 | Opus Financial Solutions LLC | 19,271 | $646K | 0.6% | N/A | 0.306% | |
| 2/17/2026 | Cetera Investment Advisers | 127,667 | $4.28M | 0.0% | -14.8% | 2.026% | |
| 2/17/2026 | Osaic Holdings Inc. | 231,346 | $7.75M | 0.0% | -8.8% | 3.672% | |
| 2/17/2026 | Royal Bank of Canada | 8,514 | $285K | 0.0% | +751.4% | 0.135% | |
| 2/17/2026 | Rothschild Wealth LLC | 39,293 | $1.32M | 0.1% | N/A | 0.624% | |
| 2/16/2026 | MML Investors Services LLC | 58,237 | $1.95M | 0.0% | -55.5% | 0.924% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 168,803 | $5.66M | 0.0% | -2.9% | 2.679% | |
| 2/12/2026 | Principal Securities Inc. | 41,150 | $1.38M | 0.0% | -1.4% | 0.653% | |
| 2/11/2026 | LPL Financial LLC | 49,828 | $1.67M | 0.0% | +27.5% | 0.791% | |
| 2/11/2026 | Parallel Advisors LLC | 2,076 | $70K | 0.0% | N/A | 0.033% | |
| 2/11/2026 | Straight Path Wealth Management | 34,363 | $1.15M | 0.3% | +1.1% | 0.545% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 13,294 | $445K | 0.0% | N/A | 0.211% | |
| 2/10/2026 | NewCorp Financial Services Inc. | 13,177 | $442K | 0.4% | N/A | 0.209% | |
| 2/10/2026 | Rothschild Wealth LLC | 39,293 | $1.32M | 0.2% | N/A | 0.624% | |
| 2/10/2026 | Clear Point Advisors Inc. | 21,182 | $710K | 0.6% | -4.9% | 0.336% | |
| 2/10/2026 | Founders Financial Securities LLC | 25,135 | $842K | 0.0% | +16.5% | 0.399% | |
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| 2/10/2026 | Weaver Consulting Group | 7,250 | $243K | 0.1% | -14.7% | 0.115% | |
| 2/9/2026 | Integrity Alliance LLC. | 6,618 | $222K | 0.0% | N/A | 0.105% | |
| 2/6/2026 | Americana Partners LLC | 89,614 | $3.00M | 0.1% | -8.5% | 1.422% | |
| 2/6/2026 | IFP Advisors Inc | 18,657 | $625K | 0.0% | -5.0% | 0.296% | |
| 2/6/2026 | HighTower Advisors LLC | 70,815 | $2.37M | 0.0% | -1.7% | 1.124% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 11,538 | $387K | 0.0% | N/A | 0.183% | |
| 2/4/2026 | World Investment Advisors | 26,887 | $901K | 0.0% | N/A | 0.427% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 11,976 | $401K | 0.4% | N/A | 0.190% | |
| 2/2/2026 | Chapman Financial Group LLC | 3,930 | $132K | 0.1% | -13.2% | 0.062% | |
| 2/2/2026 | Vantage Point Financial LLC | 6,793 | $228K | 0.1% | N/A | 0.108% | |
| 1/29/2026 | Global Strategic Investment Solutions LLC | 150,012 | $5.03M | 0.5% | -6.4% | 2.381% | |
| 1/27/2026 | Berger Financial Group Inc | 209,736 | $7.03M | 0.4% | -0.6% | 3.329% | |
| 1/26/2026 | Merit Financial Group LLC | 6,667 | $223K | 0.0% | N/A | 0.106% | |
| 1/26/2026 | CWM LLC | 19,201 | $643K | 0.0% | +20.0% | 0.305% | |
| 1/26/2026 | BCS Wealth Management | 51,434 | $1.72M | 0.2% | +92.8% | 0.816% | |
| 1/22/2026 | Triad Wealth Partners LLC | 43,425 | $1.46M | 0.1% | +15.4% | 0.684% | |
| 1/22/2026 | Ifrah Financial Services Inc. | 24,896 | $834K | 0.2% | -3.0% | 0.392% | |
| 1/21/2026 | Compass Advisory Group LLC | 431,197 | $14.45M | 3.9% | +3.8% | 6.791% | |
| 1/21/2026 | BIP Wealth LLC | 344,430 | $11.54M | 0.4% | N/A | 5.424% | |
| 1/21/2026 | Access Financial Services Inc. | 139,830 | $4.69M | 1.7% | -68.4% | 2.202% | |
| 1/21/2026 | Long Island Wealth Management Inc. | 58,113 | $1.95M | 0.9% | +1.7% | 0.915% | |
| 1/16/2026 | Worth Financial Advisory Group LLC | 6,987 | $234K | 0.1% | -5.0% | 0.110% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 9,697 | $325K | 0.0% | -3.1% | 0.153% | |
| 1/14/2026 | Lantz Financial LLC | 57,087 | $1.91M | 0.4% | -0.6% | 0.899% | |
| 1/14/2026 | Cypress Financial Planning LLC | 9,212 | $309K | 0.1% | -18.4% | 0.145% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 46,888 | $1.57M | 0.1% | N/A | 0.733% | |
| 1/7/2026 | Fragasso Financial Advisors Inc | 8,584 | $288K | 0.0% | +10.1% | 0.123% | |
| 12/2/2025 | Allworth Financial LP | 13,002 | $425K | 0.0% | +24.7% | 0.187% | |
| 11/24/2025 | CIBC Private Wealth Group LLC | 6,264 | $205K | 0.0% | N/A | 0.090% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 6,264 | $205K | 0.0% | N/A | 0.090% | |
| 11/19/2025 | First Commonwealth Financial Corp PA | 8,519 | $278K | 0.0% | +30.8% | 0.122% | |
| 11/18/2025 | Advisory Services Network LLC | 4,000 | $131K | 0.0% | N/A | 0.057% | |
| 11/17/2025 | NewEdge Advisors LLC | 8,295 | $271K | 0.0% | +8.2% | 0.119% | |
| 11/17/2025 | Susquehanna International Group LLP | 74,337 | $2.43M | 0.0% | N/A | 1.067% | |
| 11/17/2025 | Citadel Advisors LLC | 11,064 | $362K | 0.0% | N/A | 0.159% | |
| 11/14/2025 | Raymond James Financial Inc. | 93,340 | $3.05M | 0.0% | +84.1% | 1.339% | |
| 11/14/2025 | Diligent Investors LLC | 45,276 | $1.48M | 0.4% | +8.9% | 0.650% | |
| 11/13/2025 | PFG Advisors | 13,464 | $440K | 0.0% | +106.6% | 0.193% | |
| 11/13/2025 | Blair William & Co. IL | 341,024 | $11.15M | 0.0% | +126.9% | 4.893% | |
| 11/12/2025 | Cresset Asset Management LLC | 47,332 | $1.55M | 0.0% | N/A | 0.679% | |
| 11/12/2025 | Arete Wealth Advisors LLC | 7,437 | $243K | 0.0% | N/A | 0.107% | |
| 11/12/2025 | Weaver Consulting Group | 8,500 | $278K | 0.1% | N/A | 0.122% | |
| 11/12/2025 | US Bancorp DE | 18,677 | $610K | 0.0% | +116,631.3% | 0.268% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 39,941 | $1.31M | 0.0% | +38.4% | 0.573% | |
| 11/7/2025 | Syon Capital LLC | 44,427 | $1.45M | 0.1% | N/A | 0.637% | |
| 11/7/2025 | Bedel Financial Consulting Inc. | 82,306 | $2.69M | 0.3% | +0.6% | 1.181% | |
| 11/7/2025 | HighTower Advisors LLC | 72,023 | $2.35M | 0.0% | +27.8% | 1.033% | |
| 11/6/2025 | Compass Advisory Group LLC | 415,537 | $13.58M | 3.8% | +3,270.4% | 5.962% | |
| 11/6/2025 | Long Island Wealth Management Inc. | 57,127 | $1.87M | 0.9% | +19.2% | 0.820% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 67,926 | $2.22M | 0.1% | -8.6% | 0.975% | |
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| 11/6/2025 | Lantz Financial LLC | 57,418 | $1.88M | 0.4% | +5.9% | 0.824% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 179,054 | $5.85M | 0.0% | -4.4% | 2.569% | |
| 11/3/2025 | Atlantic Private Wealth LLC | 3,394 | $111K | 0.1% | N/A | 0.049% | |
| 11/3/2025 | AE Wealth Management LLC | 1,179 | $39K | 0.0% | +5,026.1% | 0.017% | |
| 11/3/2025 | Corrado Advisors LLC | 55,819 | $1.82M | 1.0% | +663.4% | 0.801% | |
| 11/3/2025 | Annis Gardner Whiting Capital Advisors LLC | 4,700 | $154K | 0.0% | N/A | 0.067% | |
| 11/3/2025 | Truist Financial Corp | 31,788 | $1.04M | 0.0% | +195.9% | 0.456% | |
| 11/3/2025 | Straight Path Wealth Management | 33,987 | $1.11M | 0.3% | +2.2% | 0.488% | |
| 10/30/2025 | Triad Wealth Partners LLC | 37,617 | $1.23M | 0.2% | +62.9% | 0.540% | |
| 10/30/2025 | Forvis Mazars Wealth Advisors LLC | 10,107 | $330K | 0.0% | -15.4% | 0.145% | |