| 5/4/2026 | Chicago Partners Investment Group LLC | 234,429 | $8.14M | 0.2% | -3.3% | 1.634% | |
| 5/2/2026 | Castleview Partners LLC | 15,275 | $509K | 0.3% | -7.9% | 0.106% | |
| 5/1/2026 | Simplicity Wealth LLC | 279,966 | $9.32M | 0.5% | +9.3% | 1.951% | |
| 4/30/2026 | Whipplewood Advisors LLC | 30,494 | $1.02M | 0.5% | -5.4% | 0.213% | |
| 4/30/2026 | Beacon Financial Group | 29,322 | $976K | 0.1% | +5.2% | 0.204% | |
| 4/30/2026 | ATX Financial Planning LLC | 312,132 | $10.39M | 7.9% | -10.2% | 2.175% | |
| 4/30/2026 | Kestra Advisory Services LLC | 154,929 | $5.16M | 0.0% | -67.0% | 1.080% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 13,869 | $462K | 0.1% | +4.2% | 0.097% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 31,287 | $1.04M | 0.8% | -12.6% | 0.219% | |
| 4/27/2026 | Private Advisor Group LLC | 9,236 | $308K | 0.0% | -6.1% | 0.065% | |
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| 4/27/2026 | Sound Income Strategies LLC | 1,353 | $45K | 0.0% | N/A | 0.009% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 13,543 | $451K | 0.1% | +72.7% | 0.095% | |
| 4/23/2026 | Apollon Financial LLC | 14,447 | $481K | 0.1% | N/A | 0.101% | |
| 4/22/2026 | Ifrah Financial Services Inc. | 14,866 | $495K | 0.1% | -2.5% | 0.104% | |
| 4/22/2026 | Financial Futures Ltd Liability Co. | 9,043 | $301K | 0.1% | -39.3% | 0.063% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 39,469 | $1.31M | 0.1% | +16.5% | 0.277% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 103,212 | $3.44M | 0.8% | +6.4% | 0.724% | |
| 4/17/2026 | Brookstone Capital Management | 44,466 | $1.48M | 0.0% | +56.4% | 0.312% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 74,016 | $2.54M | 0.0% | N/A | 0.548% | |
| 2/20/2026 | Sunbelt Securities Inc. | 15,040 | $516K | 0.0% | -43.1% | 0.111% | |
| 2/19/2026 | ATX Financial Planning LLC | 347,679 | $11.92M | 9.2% | N/A | 2.575% | |
| 2/18/2026 | NewEdge Advisors LLC | 70,828 | $2.43M | 0.0% | -5.7% | 0.525% | |
| 2/18/2026 | OLD Mission Capital LLC | 6,593 | $226K | 0.0% | N/A | 0.049% | |
| 2/18/2026 | IHT Wealth Management LLC | 99,309 | $3.44M | 0.1% | -19.2% | 0.736% | |
| 2/18/2026 | Claro Advisors Inc. | 24,309 | $833K | 0.1% | +5.6% | 0.180% | |
| 2/17/2026 | Cetera Investment Advisers | 260,989 | $8.95M | 0.0% | +14.8% | 1.933% | |
| 2/17/2026 | Equitable Holdings Inc. | 16,363 | $561K | 0.0% | +14.7% | 0.121% | |
| 2/17/2026 | Osaic Holdings Inc. | 207,209 | $7.10M | 0.0% | -28.9% | 1.535% | |
| 2/17/2026 | Advisory Services Network LLC | 7,921 | $272K | 0.0% | +97.8% | 0.059% | |
| 2/17/2026 | Rothschild Wealth LLC | 58,964 | $2.02M | 0.2% | +44.2% | 0.437% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 13,312 | $456K | 0.1% | +4.0% | 0.099% | |
| 2/16/2026 | MML Investors Services LLC | 110,059 | $3.77M | 0.0% | N/A | 0.815% | |
| 2/16/2026 | Arax Advisory Partners | 27,328 | $937K | 0.0% | N/A | 0.202% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 30,835 | $1.06M | 0.0% | N/A | 0.228% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 68,755 | $2.36M | 0.1% | +4.6% | 0.509% | |
| 2/13/2026 | Kestra Advisory Services LLC | 469,575 | $16.10M | 0.1% | -6.8% | 3.478% | |
| 2/12/2026 | Triumph Capital Management | 135,484 | $4.64M | 1.0% | +80.4% | 1.004% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 514,610 | $17.64M | 0.0% | +8.3% | 3.812% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 13,476 | $462K | 0.0% | +3.0% | 0.100% | |
| 2/12/2026 | Compass Capital Corp MA ADV | 81,708 | $2.83M | 1.1% | N/A | 0.605% | |
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| 2/11/2026 | Gateway Wealth Partners LLC | 17,627 | $604K | 0.1% | +29.6% | 0.131% | |
| 2/11/2026 | GWN Securities Inc. | 33,033 | $1.13M | 0.2% | +46.6% | 0.245% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 97,043 | $3.33M | 0.7% | +30.6% | 0.719% | |
| 2/11/2026 | Winnow Wealth LLC | 96,636 | $3.38M | 2.5% | +29.2% | 0.716% | |
| 2/11/2026 | LPL Financial LLC | 1,278,138 | $43.82M | 0.0% | +40.2% | 9.468% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 35,787 | $1.23M | 1.0% | -14.1% | 0.265% | |
| 2/10/2026 | COFG Advisors LLC | 772,480 | $26.48M | 6.5% | N/A | 5.722% | |
| 2/10/2026 | NewCorp Financial Services Inc. | 7,152 | $245K | 0.2% | N/A | 0.053% | |
| 2/10/2026 | Rothschild Wealth LLC | 58,964 | $2.02M | 0.2% | +44.2% | 0.437% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 15,509 | $532K | 0.0% | N/A | 0.115% | |
| 2/9/2026 | Harbour Investments Inc. | 101,207 | $3.47M | 0.1% | +3.9% | 0.750% | |
| 2/9/2026 | Clearstead Advisors LLC | 131,118 | $4.50M | 0.1% | +13.9% | 0.971% | |
| 2/9/2026 | Atticus Wealth Management LLC | 5,865 | $201K | 0.0% | N/A | 0.043% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 30,300 | $1.04M | 0.0% | N/A | 0.224% | |
| 2/6/2026 | Authentikos Wealth Advisory LLC | 95,721 | $3.28M | 2.2% | -5.9% | 0.709% | |
| 2/5/2026 | IMG Wealth Management Inc. | 23,017 | $789K | 0.5% | N/A | 0.170% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 81,021 | $2.78M | 0.0% | N/A | 0.600% | |
| 2/4/2026 | Trek Financial LLC | 51,548 | $1.77M | 0.1% | -9.2% | 0.388% | |
| 2/3/2026 | RFG Advisory LLC | 36,504 | $1.25M | 0.0% | +5.1% | 0.274% | |
| 2/3/2026 | Liberty Atlantic Advisors LLC | 381,952 | $13.09M | 12.9% | N/A | 2.872% | |
| 2/3/2026 | Foronjy Financial LLC | 11,543 | $396K | 0.2% | +25.7% | 0.087% | |
| 2/2/2026 | Welch Financial Planning LLC | 6,732 | $231K | 0.2% | N/A | 0.051% | |
| 2/2/2026 | Truist Financial Corp | 5,868 | $201K | 0.0% | N/A | 0.044% | |
| 1/30/2026 | Delta Investment Management LLC | 80,200 | $2.75M | 0.5% | +6.2% | 0.603% | |
| 1/30/2026 | Simplicity Wealth LLC | 256,224 | $8.78M | 0.5% | +4.9% | 1.926% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 5,995 | $206K | 0.0% | N/A | 0.045% | |
| 1/28/2026 | Chicago Partners Investment Group LLC | 242,412 | $8.45M | 0.2% | +14.0% | 1.830% | |
| 1/27/2026 | Davies Financial Advisors Inc. | 64,810 | $2.22M | 4.1% | -60.3% | 0.489% | |
| 1/26/2026 | AE Wealth Management LLC | 355,757 | $12.20M | 0.1% | +3.0% | 2.695% | |
| 1/26/2026 | CWM LLC | 4,715 | $162K | 0.0% | -25.8% | 0.036% | |
| 1/23/2026 | Farther Finance Advisors LLC | 167,317 | $5.74M | 0.1% | +17.7% | 1.272% | |
| 1/23/2026 | Pinnacle Wealth Management Group Inc. | 198,332 | $6.80M | 3.4% | +1.8% | 1.508% | |
| 1/23/2026 | Financial Futures Ltd Liability Co. | 14,908 | $511K | 0.2% | -46.5% | 0.113% | |
| 1/22/2026 | Yarger Wealth Strategies LLC | 20,135 | $690K | 0.3% | -50.8% | 0.153% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 6,644 | $228K | 0.0% | +6.3% | 0.051% | |
| 1/21/2026 | CCG Wealth Management LLC | 29,157 | $1M | 0.4% | N/A | 0.222% | |
| 1/20/2026 | Signaturefd LLC | 10,224 | $350K | 0.0% | N/A | 0.078% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 14,828 | $508K | 0.0% | +95.2% | 0.113% | |
| 1/20/2026 | October Effect Ltd | 68,255 | $2.34M | 2.6% | -0.7% | 0.521% | |
| 1/16/2026 | Worth Financial Advisory Group LLC | 64,015 | $2.19M | 1.1% | -14.7% | 0.489% | |
| 1/16/2026 | HFG Wealth Management LLC | 409,141 | $14.03M | 7.7% | -1.7% | 3.123% | |
| 1/15/2026 | 4J Wealth Management LLC | 21,910 | $751K | 0.4% | +1.6% | 0.167% | |
| 1/15/2026 | Brookstone Capital Management | 28,433 | $975K | 0.0% | +63.4% | 0.217% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 6,724 | $230K | 0.0% | N/A | 0.053% | |
| 1/13/2026 | Signal Advisors Wealth LLC | 33,881 | $1.16M | 0.1% | +23.2% | 0.265% | |
| 1/12/2026 | Castleview Partners LLC | 16,586 | $569K | 0.3% | -12.2% | 0.130% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 107,364 | $3.72M | 0.0% | -2.0% | 0.845% | |
| 1/5/2026 | Holos Integrated Wealth LLC | 156,310 | $5.36M | 3.0% | N/A | 1.231% | |
| 11/19/2025 | Sunbelt Securities Inc. | 26,428 | $876K | 0.1% | -2.5% | 0.237% | |
| 11/18/2025 | Advisory Services Network LLC | 4,004 | $133K | 0.0% | N/A | 0.036% | |
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| 11/17/2025 | NewEdge Advisors LLC | 75,104 | $2.49M | 0.0% | -17.7% | 0.674% | |
| 11/17/2025 | Triumph Capital Management | 75,100 | $2.49M | 0.6% | +23.3% | 0.674% | |
| 11/17/2025 | Susquehanna International Group LLP | 25,536 | $847K | 0.0% | -42.7% | 0.229% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 1,170 | $39K | 0.0% | N/A | 0.010% | |
| 11/17/2025 | Navis Wealth Advisors LLC | 15,357 | $509K | 0.4% | +3.2% | 0.138% | |
| 11/17/2025 | Citadel Advisors LLC | 29,553 | $980K | 0.0% | +122.2% | 0.265% | |
| 11/14/2025 | Equitable Holdings Inc. | 14,267 | $473K | 0.0% | +6.9% | 0.128% | |
| 11/14/2025 | Diligent Investors LLC | 75,055 | $2.49M | 0.6% | -0.8% | 0.673% | |
| 11/13/2025 | Private Advisor Group LLC | 9,839 | $326K | 0.0% | N/A | 0.088% | |
| 11/13/2025 | Advisor Resource Council | 14,830 | $492K | 0.7% | N/A | 0.133% | |