| 7/8/2026 | Cooper Financial Group | 140,536 | $12.53M | 1.0% | -0.6% | 1.069% | |
| 7/7/2026 | CoreCap Advisors LLC | 65,438 | $5.84M | 0.2% | +5.8% | 0.498% | |
| 6/18/2026 | Western Wealth Management LLC | 2,145 | $168K | 0.0% | N/A | 0.016% | |
| 6/3/2026 | NewEdge Advisors LLC | 8,345 | $653K | 0.0% | +7.7% | 0.064% | |
| 5/19/2026 | Western Wealth Management LLC | 2,145 | $168K | 0.0% | N/A | 0.016% | |
| 5/19/2026 | Bank of America Corp DE | 281,897 | $22.06M | 0.0% | +0.2% | 2.165% | |
| 5/19/2026 | Arkadios Wealth Advisors | 10,465 | $819K | 0.0% | +2.4% | 0.080% | |
| 5/18/2026 | Royal Bank of Canada | 6,479 | $507K | 0.0% | -3.3% | 0.050% | |
| 5/14/2026 | FCA Corp TX | 36,127 | $2.83M | 0.8% | +2.9% | 0.277% | |
| 5/13/2026 | Cetera Investment Advisers | 255,102 | $19.97M | 0.0% | +3.2% | 1.959% | |
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| 5/6/2026 | Assetmark Inc. | 1,405 | $110K | 0.0% | +118.2% | 0.011% | |
| 5/5/2026 | Sanctuary Advisors LLC | 23,938 | $1.87M | 0.0% | -0.7% | 0.184% | |
| 5/2/2026 | International Assets Investment Management LLC | 20,463 | $1.61M | 0.0% | -1.4% | 0.157% | |
| 5/2/2026 | Pittenger & Anderson Inc. | 578 | $45K | 0.0% | N/A | 0.004% | |
| 5/1/2026 | Rossmore Private Capital | 22,050 | $1.73M | 0.2% | -6.4% | 0.169% | |
| 5/1/2026 | Simplicity Wealth LLC | 168,408 | $13.18M | 0.7% | +31.0% | 1.293% | |
| 5/1/2026 | Beirne Wealth Consulting Services LLC | 5,829 | $456K | 0.1% | -16.0% | 0.045% | |
| 4/30/2026 | Kestra Advisory Services LLC | 299,982 | $23.48M | 0.1% | +7.7% | 2.304% | |
| 4/27/2026 | Private Advisor Group LLC | 40,958 | $3.21M | 0.0% | +15.4% | 0.315% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 164,836 | $12.90M | 0.3% | +173.9% | 1.266% | |
| 4/24/2026 | Columbia Advisory Partners LLC | 7,933 | $621K | 0.4% | -8.6% | 0.061% | |
| 4/23/2026 | Foundry Financial Group Inc. | 19,219 | $1.50M | 0.7% | -35.5% | 0.148% | |
| 4/22/2026 | Goodman Advisory Group LLC | 15,292 | $1.20M | 0.3% | -16.3% | 0.117% | |
| 4/18/2026 | PMG Wealth Management Inc. | 78,077 | $6.11M | 4.4% | +76.8% | 0.600% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 36,661 | $2.93M | 0.0% | +10.5% | 0.280% | |
| 2/27/2026 | Financially in Tune LLC | 13,120 | $1.05M | 1.0% | N/A | 0.100% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 41,567 | $3.32M | 0.0% | -4.1% | 0.317% | |
| 2/18/2026 | IHT Wealth Management LLC | 5,302 | $423K | 0.0% | -3.7% | 0.040% | |
| 2/17/2026 | Cetera Investment Advisers | 247,217 | $19.74M | 0.0% | +8.2% | 1.887% | |
| 2/17/2026 | Equitable Holdings Inc. | 11,496 | $918K | 0.0% | -5.1% | 0.088% | |
| 2/17/2026 | Osaic Holdings Inc. | 25,278 | $2.02M | 0.0% | -18.6% | 0.193% | |
| 2/17/2026 | Private Advisor Group LLC | 35,503 | $2.84M | 0.0% | +1.0% | 0.271% | |
| 2/17/2026 | Royal Bank of Canada | 6,699 | $535K | 0.0% | -10.5% | 0.051% | |
| 2/13/2026 | Kestra Advisory Services LLC | 278,657 | $22.25M | 0.1% | +5.3% | 2.127% | |
| 2/13/2026 | Arkadios Wealth Advisors | 10,222 | $816K | 0.0% | -5.3% | 0.078% | |
| 2/13/2026 | Wells Fargo & Company MN | 935,654 | $74.71M | 0.0% | -0.8% | 7.142% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 470,613 | $37.58M | 0.1% | -0.1% | 3.592% | |
| 2/12/2026 | Elevation Point Wealth Partners LLC | 60,175 | $4.81M | 0.2% | -8.6% | 0.459% | |
| 2/11/2026 | Goodman Advisory Group LLC | 18,269 | $1.46M | 0.4% | -8.9% | 0.139% | |
| 2/11/2026 | FCA Corp TX | 35,104 | $2.80M | 0.8% | -9.3% | 0.268% | |
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| 2/11/2026 | LPL Financial LLC | 1,053,840 | $84.15M | 0.0% | -0.5% | 8.045% | |
| 2/10/2026 | REAP Financial Group LLC | 447 | $36K | 0.0% | N/A | 0.003% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 63,535 | $5.07M | 0.0% | -6.8% | 0.485% | |
| 2/10/2026 | Godfrey Financial Associates Inc. | 1,842 | $147K | 0.1% | N/A | 0.014% | |
| 2/6/2026 | HighTower Advisors LLC | 44,936 | $3.59M | 0.0% | +0.4% | 0.343% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 7,530 | $601K | 0.0% | +17.6% | 0.057% | |
| 2/5/2026 | Rossmore Private Capital | 23,550 | $1.88M | 0.2% | -0.8% | 0.180% | |
| 2/4/2026 | Foundry Financial Group Inc. | 29,807 | $2.38M | 1.2% | -26.4% | 0.227% | |
| 2/4/2026 | Sanchez Wealth Management Group | 498,423 | $39.80M | 8.5% | -0.8% | 3.790% | |
| 2/4/2026 | Ebert Capital Management Inc. | 6,000 | $490K | 0.5% | N/A | 0.046% | |
| 2/3/2026 | GRIMES & Co WEALTH MANAGEMENT LLC | 1,583,127 | $126.41M | 3.0% | -1.6% | 12.039% | |
| 2/3/2026 | International Assets Investment Management LLC | 20,763 | $1.66M | 0.1% | -4.2% | 0.158% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 15,296 | $1.22M | 0.0% | +6.5% | 0.116% | |
| 1/30/2026 | Simplicity Wealth LLC | 128,580 | $10.27M | 0.6% | +1.8% | 0.978% | |
| 1/29/2026 | Beirne Wealth Consulting Services LLC | 6,942 | $554K | 0.2% | -8.3% | 0.053% | |
| 1/29/2026 | UBS Group AG | 162,726 | $12.99M | 0.0% | -2.1% | 1.233% | |
| 1/29/2026 | Sanctuary Advisors LLC | 24,099 | $1.92M | 0.0% | -9.7% | 0.183% | |
| 1/29/2026 | Segment Wealth Management LLC | 4,540 | $363K | 0.0% | N/A | 0.034% | |
| 1/23/2026 | Farther Finance Advisors LLC | 2,682 | $214K | 0.0% | +240.4% | 0.020% | |
| 1/23/2026 | PMG Wealth Management Inc. | 44,173 | $3.53M | 2.6% | +9.9% | 0.335% | |
| 1/22/2026 | Columbia Advisory Partners LLC | 8,675 | $693K | 0.5% | -14.4% | 0.066% | |
| 1/22/2026 | Hill Island Financial LLC | 3,664 | $293K | 0.1% | -27.0% | 0.028% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 62,992 | $5.03M | 0.4% | +1.2% | 0.477% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 339 | $27K | 0.0% | N/A | 0.003% | |
| 1/16/2026 | SigFig Wealth Management LLC | 16,729 | $1.34M | 0.0% | -38.0% | 0.128% | |
| 1/16/2026 | Trust Co. of Vermont | 777 | $62K | 0.0% | N/A | 0.006% | |
| 1/15/2026 | ERn Financial LLC | 131,506 | $10.50M | 2.0% | +11.9% | 1.004% | |
| 1/14/2026 | ORG Partners LLC | 4,909 | $392K | 0.1% | -34.5% | 0.037% | |
| 1/13/2026 | CoreCap Advisors LLC | 54,314 | $4.34M | 0.2% | -16.8% | 0.417% | |
| 1/13/2026 | Parsons Capital Management Inc. RI | 43,163 | $3.45M | 0.2% | -1.4% | 0.332% | |
| 1/8/2026 | Cooper Financial Group | 137,040 | $10.94M | 1.2% | +24.4% | 1.053% | |
| 1/7/2026 | IAM Advisory LLC | 162,451 | $12.97M | 2.9% | -50.0% | 1.250% | |
| 1/1/2026 | JPMorgan Chase & Co. | 13,025 | $1.02M | 0.0% | +56.4% | 0.100% | |
| 11/18/2025 | Advisory Services Network LLC | 336 | $26K | 0.0% | N/A | 0.003% | |
| 11/17/2025 | NewEdge Advisors LLC | 7,747 | $607K | 0.0% | -2.1% | 0.060% | |
| 11/17/2025 | Hershey Financial Advisers LLC | 21,574 | $1.69M | 1.4% | N/A | 0.166% | |
| 11/17/2025 | Schneider Downs Wealth Management Advisors LP | 64,106 | $5.02M | 0.6% | -1.3% | 0.493% | |
| 11/17/2025 | Susquehanna International Group LLP | 5,655 | $443K | 0.0% | +28.5% | 0.044% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 68,160 | $5.34M | 0.0% | -3.9% | 0.524% | |
| 11/17/2025 | Mariner LLC | 9,541 | $748K | 0.0% | -7.5% | 0.073% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 43,363 | $3.40M | 0.0% | -17.0% | 0.334% | |
| 11/17/2025 | Elevation Point Wealth Partners LLC | 65,808 | $5.16M | 0.4% | N/A | 0.506% | |
| 11/17/2025 | Citadel Advisors LLC | 7,355 | $576K | 0.0% | +75.9% | 0.057% | |
| 11/17/2025 | Bank of America Corp DE | 286,823 | $22.48M | 0.0% | -2.8% | 2.206% | |
| 11/17/2025 | Ameriprise Financial Inc. | 1,345,185 | $105.45M | 0.0% | +1.3% | 10.348% | |
| 11/14/2025 | Raymond James Financial Inc. | 438,614 | $34.37M | 0.0% | +21.6% | 3.374% | |
| 11/14/2025 | Equitable Holdings Inc. | 12,112 | $949K | 0.0% | +17.0% | 0.093% | |
| 11/13/2025 | UBS Group AG | 166,219 | $13.03M | 0.0% | -27.2% | 1.279% | |
| 11/13/2025 | Private Advisor Group LLC | 35,151 | $2.76M | 0.0% | -6.9% | 0.270% | |
| 11/13/2025 | Goodman Advisory Group LLC | 20,059 | $1.57M | 0.4% | -20.0% | 0.154% | |
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| 11/13/2025 | Blair William & Co. IL | 650 | $51K | 0.0% | -46.1% | 0.005% | |
| 11/12/2025 | Perennial Investment Advisors LLC | 11,660 | $914K | 0.1% | -12.6% | 0.090% | |
| 11/12/2025 | Crossmark Global Holdings Inc. | 2,700 | $212K | 0.0% | -44.6% | 0.021% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 6,288 | $493K | 0.0% | +6.4% | 0.048% | |
| 11/12/2025 | Journey Strategic Wealth LLC | 24,537 | $1.92M | 0.1% | -2.6% | 0.189% | |
| 11/10/2025 | Avant Capital LLC | 6,576 | $515K | 0.4% | -2.2% | 0.051% | |
| 11/10/2025 | Vestmark Advisory Solutions Inc. | 53,798 | $4.22M | 0.1% | N/A | 0.414% | |
| 11/7/2025 | JPMorgan Chase & Co. | 13,025 | $1.02M | 0.0% | +56.4% | 0.100% | |
| 11/7/2025 | HighTower Advisors LLC | 44,753 | $3.51M | 0.0% | +5.1% | 0.344% | |
| 11/6/2025 | Sanchez Wealth Management Group | 502,436 | $39.38M | 8.7% | +1.5% | 3.865% | |