| 6/18/2026 | Western Wealth Management LLC | 3,144 | $330K | 0.0% | -93.8% | 0.016% | |
| 6/3/2026 | NewEdge Advisors LLC | 293,441 | $30.82M | 0.1% | +43.4% | 1.520% | |
| 5/28/2026 | Cozad Asset Management Inc. | 17,077 | $1.79M | 0.1% | +1.9% | 0.088% | |
| 5/26/2026 | Ruggaard & Associates LLC | 81,038 | $8.51M | 3.4% | -37.2% | 0.420% | |
| 5/22/2026 | Access Investment Management LLC | 1,449 | $152K | 0.0% | N/A | 0.008% | |
| 5/19/2026 | Western Wealth Management LLC | 3,144 | $330K | 0.0% | -93.8% | 0.016% | |
| 5/19/2026 | Bank of America Corp DE | 443,414 | $46.57M | 0.0% | -20.2% | 2.297% | |
| 5/19/2026 | Arkadios Wealth Advisors | 106,142 | $11.15M | 0.2% | +113.9% | 0.550% | |
| 5/18/2026 | Royal Bank of Canada | 88,494 | $9.29M | 0.0% | -53.0% | 0.459% | |
| 5/15/2026 | Waverly Advisors LLC | 5,320 | $559K | 0.0% | +47.8% | 0.028% | |
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| 5/13/2026 | Cetera Investment Advisers | 21,456 | $2.25M | 0.0% | -61.2% | 0.111% | |
| 5/13/2026 | NewEdge Wealth LLC | 14,580 | $1.53M | 0.0% | +2.8% | 0.076% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 757 | $80K | 0.0% | N/A | 0.004% | |
| 5/8/2026 | Wilkerson Advisory Group LLC | 111,216 | $11.68M | 4.0% | +118.4% | 0.576% | |
| 5/6/2026 | Assetmark Inc. | 307 | $32K | 0.0% | -73.2% | 0.002% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 66,111 | $6.94M | 5.1% | -15.2% | 0.343% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 13,100 | $1.38M | 0.0% | +29.9% | 0.068% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 6,432 | $630K | 0.3% | -52.2% | 0.033% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 25,184 | $2.65M | 0.3% | +1.8% | 0.130% | |
| 5/4/2026 | Procyon Advisors LLC | 342,865 | $36.01M | 0.5% | +12.4% | 1.777% | |
| 5/1/2026 | Capital Squared Financial LLC | 5,757 | $605K | 0.5% | -7.1% | 0.030% | |
| 5/1/2026 | Fifth Third Bancorp | 1,509 | $158K | 0.0% | N/A | 0.008% | |
| 4/30/2026 | Kestra Advisory Services LLC | 8,332 | $875K | 0.0% | +32.0% | 0.043% | |
| 4/28/2026 | Astoria Portfolio Advisors LLC. | 4,442 | $503K | 0.1% | +2.9% | 0.023% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 16,963 | $1.78M | 0.4% | +8.1% | 0.087% | |
| 4/27/2026 | PFG Investments LLC | 2,477 | $260K | 0.0% | +14.1% | 0.013% | |
| 4/27/2026 | World Investment Advisors | 3,772 | $396K | 0.0% | +15.2% | 0.019% | |
| 4/27/2026 | Private Advisor Group LLC | 179,874 | $18.89M | 0.1% | -14.1% | 0.925% | |
| 4/27/2026 | Trademark Financial Management LLC | 3,166 | $333K | 0.2% | +3.0% | 0.016% | |
| 4/27/2026 | Sound Income Strategies LLC | 574 | $61K | 0.0% | +441.5% | 0.003% | |
| 4/25/2026 | KPP Advisory Services LLC | 19,852 | $2.09M | 0.3% | +7.3% | 0.102% | |
| 4/24/2026 | Petros Family Wealth LLC | 44,091 | $4.63M | 3.3% | +22.2% | 0.227% | |
| 4/24/2026 | Key Financial Inc | 28,905 | $3.04M | 0.5% | +15.3% | 0.149% | |
| 4/23/2026 | Intrua Financial LLC | 313,720 | $32.95M | 3.4% | +4.1% | 1.613% | |
| 4/23/2026 | Next Level Private LLC | 353,832 | $37.16M | 8.4% | +18.9% | 1.819% | |
| 4/23/2026 | Networth Advisors LLC | 76,753 | $8.06M | 5.7% | +2.3% | 0.395% | |
| 4/23/2026 | Apollon Financial LLC | 2,892 | $304K | 0.0% | -5.6% | 0.015% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 60,370 | $6.34M | 0.0% | +14.0% | 0.310% | |
| 4/22/2026 | Midwest Financial Group LLC | 4,382 | $460K | 0.2% | +75.5% | 0.023% | |
| 4/22/2026 | MFA Wealth Services | 83,377 | $8.76M | 5.8% | +1.0% | 0.431% | |
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| 4/22/2026 | Trilogy Capital Inc. | 19,855 | $2.09M | 0.1% | N/A | 0.103% | |
| 4/22/2026 | WT Wealth Management | 15,284 | $1.61M | 0.5% | +6.2% | 0.079% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 35,942 | $3.78M | 0.0% | +1.1% | 0.186% | |
| 4/20/2026 | MBM Wealth Consultants LLC | 532 | $56K | 0.0% | N/A | 0.003% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 59,966 | $6.87M | 0.0% | +40.9% | 0.302% | |
| 3/13/2026 | Lane Brothers & Co. Inc. | 77,968 | $8.93M | 6.5% | N/A | 0.392% | |
| 3/13/2026 | World Investment Advisors | 3,274 | $375K | 0.0% | N/A | 0.016% | |
| 3/4/2026 | SHP Wealth Management | 241 | $28K | 0.0% | N/A | 0.001% | |
| 2/24/2026 | Anderson Financial Strategies LLC | 143,486 | $16.43M | 9.5% | +2.1% | 0.722% | |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 4,317 | $467K | 0.1% | -59.2% | 0.022% | |
| 2/20/2026 | Ruggaard & Associates LLC | 129,074 | $14.78M | 5.8% | -10.3% | 0.649% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 11,004 | $1.26M | 0.0% | +411.3% | 0.055% | |
| 2/18/2026 | Raymond James Financial Inc. | 941,480 | $107.82M | 0.0% | +2.1% | 4.736% | |
| 2/18/2026 | NewEdge Advisors LLC | 204,609 | $23.43M | 0.1% | -5.5% | 1.029% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 1,915 | $219K | 0.1% | N/A | 0.010% | |
| 2/18/2026 | VestGen Advisors LLC | 3,314 | $380K | 0.0% | +28.6% | 0.017% | |
| 2/18/2026 | IHT Wealth Management LLC | 29,667 | $3.40M | 0.1% | -2.0% | 0.149% | |
| 2/17/2026 | Cetera Investment Advisers | 55,328 | $6.34M | 0.0% | -23.1% | 0.278% | |
| 2/17/2026 | Equitable Holdings Inc. | 153,539 | $17.58M | 0.1% | +3.8% | 0.772% | |
| 2/17/2026 | Trexquant Investment LP | 1,882 | $216K | 0.0% | N/A | 0.009% | |
| 2/17/2026 | Osaic Holdings Inc. | 359,543 | $41.18M | 0.1% | -9.5% | 1.809% | |
| 2/17/2026 | Private Advisor Group LLC | 209,374 | $23.98M | 0.1% | -22.4% | 1.053% | |
| 2/17/2026 | Captrust Financial Advisors | 32,345 | $3.70M | 0.0% | -2.5% | 0.163% | |
| 2/17/2026 | Royal Bank of Canada | 188,379 | $21.57M | 0.0% | -2.2% | 0.948% | |
| 2/17/2026 | Opal Capital LLC | 2,305 | $254K | 0.1% | N/A | 0.012% | |
| 2/17/2026 | Beacon Financial Advisory LLC | 15,699 | $1.80M | 0.4% | +6.7% | 0.079% | |
| 2/17/2026 | Bluedoor Private Wealth LLC | 19,992 | $2.29M | 1.1% | N/A | 0.101% | |
| 2/16/2026 | MML Investors Services LLC | 90,298 | $10.34M | 0.0% | +15.7% | 0.454% | |
| 2/16/2026 | Mariner LLC | 27,940 | $3.20M | 0.0% | -2.6% | 0.141% | |
| 2/13/2026 | Kestra Advisory Services LLC | 6,311 | $723K | 0.0% | +2.4% | 0.032% | |
| 2/13/2026 | Visionary Wealth Advisors | 1,813 | $208K | 0.0% | N/A | 0.009% | |
| 2/13/2026 | Stifel Financial Corp | 96,640 | $11.07M | 0.0% | +10.3% | 0.486% | |
| 2/13/2026 | Greenline Wealth Management LLC | 327 | $37K | 0.0% | N/A | 0.002% | |
| 2/13/2026 | Wilkerson Advisory Group LLC | 50,916 | $5.83M | 2.1% | N/A | 0.256% | |
| 2/13/2026 | Arkadios Wealth Advisors | 49,625 | $5.68M | 0.1% | +1.2% | 0.250% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 12,504 | $1.43M | 0.0% | -53.2% | 0.063% | |
| 2/13/2026 | Golden State Wealth Management LLC | 132,252 | $15.15M | 1.6% | +3.3% | 0.665% | |
| 2/13/2026 | Wells Fargo & Company MN | 212,518 | $24.34M | 0.0% | +28.4% | 1.069% | |
| 2/12/2026 | Jane Street Group LLC | 4,255 | $487K | 0.0% | N/A | 0.021% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 3,011 | $345K | 0.0% | N/A | 0.015% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 266,143 | $30.48M | 0.0% | +3.2% | 1.339% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 21,893 | $2.51M | 0.0% | +34.5% | 0.110% | |
| 2/12/2026 | Principal Securities Inc. | 2,905 | $333K | 0.0% | -10.6% | 0.015% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 1,035,564 | $118.59M | 2.3% | +7.9% | 5.209% | |
| 2/11/2026 | M Holdings Securities Inc. | 24,590 | $2.82M | 0.2% | N/A | 0.124% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 52,936 | $6.06M | 0.0% | +8.3% | 0.266% | |
| 2/11/2026 | LPL Financial LLC | 2,388,338 | $273.51M | 0.1% | +11.5% | 12.014% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 15,066 | $1.73M | 0.0% | +64.0% | 0.076% | |
| 2/10/2026 | REAP Financial Group LLC | 1,925 | $221K | 0.0% | N/A | 0.010% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 2,272 | $260K | 0.0% | -64.9% | 0.011% | |
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| 2/10/2026 | Founders Financial Securities LLC | 30,033 | $3.44M | 0.2% | +8.1% | 0.151% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 785,693 | $89.98M | 0.1% | +202.2% | 3.952% | |
| 2/10/2026 | Thoroughbred Financial Services LLC | 2,798 | $320K | 0.0% | -36.1% | 0.014% | |
| 2/9/2026 | Key Financial Inc | 25,062 | $2.87M | 0.5% | +28.1% | 0.126% | |
| 2/9/2026 | Valued Retirements Inc. | 23,481 | $2.69M | 2.6% | +28.8% | 0.118% | |
| 2/9/2026 | MSH Capital Advisors LLC | 22,014 | $2.52M | 0.5% | N/A | 0.111% | |
| 2/9/2026 | Clearstead Advisors LLC | 453 | $52K | 0.0% | N/A | 0.002% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 2,354 | $270K | 0.1% | N/A | 0.012% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 350 | $40K | 0.0% | N/A | 0.002% | |
| 2/6/2026 | Global Retirement Partners LLC | 14,922 | $1.71M | 0.0% | +9.6% | 0.075% | |