| 11/13/2026 | Steward Partners Investment Advisory LLC | 16,642 | $601K | 0.0% | +15.6% | 0.118% | |
| 11/11/2026 | Private Advisor Group LLC | 10,086 | $364K | 0.0% | N/A | 0.071% | |
| 11/6/2026 | Fisher Asset Management LLC | 5,638 | $203K | 0.0% | N/A | 0.040% | |
| 11/3/2026 | Ashton Thomas Private Wealth LLC | 6,498 | $235K | 0.0% | +20.3% | 0.045% | |
| 11/2/2026 | Kestra Advisory Services LLC | 98,173 | $3.54M | 0.0% | -6.0% | 0.682% | |
| 11/2/2026 | Commonwealth Equity Services LLC | 596,210 | $21.52M | 0.0% | N/A | 4.140% | |
| 10/31/2026 | Chicago Partners Investment Group LLC | 212,024 | $7.44M | 0.1% | N/A | 1.467% | |
| 10/29/2026 | Vise Technologies Inc. | 21,529 | $777K | 0.0% | N/A | 0.149% | |
| 10/28/2026 | Outlook Wealth Advisors LLC | 109,540 | $3.95M | 0.8% | +2.8% | 0.758% | |
| 10/27/2026 | IMG Wealth Management Inc. | 32,884 | $1.19M | 0.7% | +17.9% | 0.228% | |
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| 10/24/2026 | Holos Integrated Wealth LLC | 177,271 | $6.30M | 2.8% | +6.1% | 1.227% | |
| 10/24/2026 | Sigma Planning Corp | 6,065 | $219K | 0.0% | N/A | 0.042% | |
| 10/23/2026 | Signaturefd LLC | 23,253 | $839K | 0.0% | N/A | 0.161% | |
| 10/23/2026 | Simplicity Wealth LLC | 298,283 | $10.77M | 0.3% | +7.6% | 2.064% | |
| 10/22/2026 | Brookstone Capital Management | 167,398 | $6.04M | 0.1% | N/A | 1.158% | |
| 10/22/2026 | Diligent Investors LLC | 74,120 | $2.68M | 0.6% | N/A | 0.511% | |
| 10/20/2026 | Worth Financial Advisory Group LLC | 56,845 | $2.05M | 0.8% | -16.8% | 0.392% | |
| 10/15/2026 | Winnacle Wealth LLC | 81,374 | $2.94M | 1.8% | -17.0% | 0.559% | |
| 10/14/2026 | Triumph Capital Management | 147,772 | $5.33M | 0.9% | +2.6% | 1.016% | |
| 10/14/2026 | Liberty Atlantic Advisors LLC | 521,675 | $18.83M | 12.0% | +11.7% | 3.585% | |
| 10/14/2026 | Signal Advisors Wealth LLC | 62,466 | $2.25M | 0.1% | +31.4% | 0.429% | |
| 10/14/2026 | Ifrah Financial Services Inc. | 14,538 | $525K | 0.1% | N/A | 0.100% | |
| 10/8/2026 | Farther Finance Advisors LLC | 194,307 | $7.01M | 0.0% | +0.9% | 1.340% | |
| 10/8/2026 | CoreCap Advisors LLC | 4,855 | $175K | 0.0% | +18.0% | 0.033% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 588,306 | $21.46M | 0.0% | +101.0% | 3.922% | |
| 9/11/2026 | Bullseye Investment Management LLC | 6,955 | $254K | 0.1% | N/A | 0.046% | |
| 9/9/2026 | NewEdge Advisors LLC | 82,437 | $3.01M | 0.0% | -34.8% | 0.550% | |
| 8/23/2026 | Yarger Wealth Strategies LLC | 63,629 | $2.31M | 0.8% | +158.4% | 0.424% | |
| 8/21/2026 | Atticus Wealth Management LLC | 5,865 | $214K | 0.1% | N/A | 0.039% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 14,206 | $518K | 0.1% | +2.4% | 0.095% | |
| 8/21/2026 | Triumph Capital Management | 144,096 | $5.26M | 0.9% | +4.7% | 0.961% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 9,412 | $343K | 0.0% | -11.1% | 0.063% | |
| 7/8/2026 | Beacon Financial Strategies CORP | 9,789 | $357K | 0.2% | N/A | 0.065% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 6,000 | $219K | 0.1% | -49.2% | 0.040% | |
| 7/7/2026 | CGN Advisors LLC | 12,856 | $469K | 0.0% | +13.2% | 0.087% | |
| 5/19/2026 | Winnow Wealth LLC | 99,102 | $3.30M | 2.5% | +2.6% | 0.691% | |
| 5/18/2026 | Sunbelt Securities Inc. | 13,086 | $436K | 0.0% | -13.0% | 0.091% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 29,300 | $976K | 0.0% | -3.3% | 0.204% | |
| 5/18/2026 | Core Wealth Advisors Inc. | 14,787 | $492K | 0.1% | N/A | 0.103% | |
| 5/16/2026 | IMG Wealth Management Inc. | 25,241 | $841K | 0.5% | +9.7% | 0.176% | |
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| 5/16/2026 | Quantinno Capital Management LP | 18,749 | $624K | 0.0% | +220.9% | 0.131% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 25,432 | $847K | 0.0% | +44.3% | 0.177% | |
| 5/13/2026 | Cetera Investment Advisers | 313,317 | $10.43M | 0.0% | +20.0% | 2.183% | |
| 5/6/2026 | Independent Financial Group LLC | 121,231 | $4.04M | 0.1% | N/A | 0.845% | |
| 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% | |
| 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% | |
| 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% | |
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| 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% | |