| 7/10/2026 | Investors Research Corp | 13,234 | $1.58M | 0.3% | -4.5% | 0.030% | |
| 7/10/2026 | Nvest Wealth Strategies Inc. | 70,704 | $8.42M | 5.3% | +0.8% | 0.161% | |
| 7/10/2026 | HRC Wealth Management LLC | 78,831 | $9.39M | 3.8% | +3.6% | 0.180% | |
| 7/10/2026 | Clarus Wealth Advisors | 23,981 | $2.77M | 1.1% | -4.3% | 0.055% | |
| 7/10/2026 | Orrstown Financial Services Inc. | 5,085 | $606K | 0.1% | +36.9% | 0.012% | |
| 7/10/2026 | KWB Wealth | 75,460 | $8.99M | 0.8% | -0.7% | 0.172% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 70,377 | $8.38M | 0.2% | -1.6% | 0.160% | |
| 7/9/2026 | Friday Financial | 15,533 | $1.81M | 0.5% | +25.3% | 0.035% | |
| 7/9/2026 | World Equity Group Inc. | 3,412 | $406K | 0.1% | N/A | 0.008% | |
| 7/9/2026 | Focus Financial Network Inc. | 23,013 | $2.74M | 0.1% | -2.0% | 0.052% | |
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| 7/9/2026 | HF Advisory Group LLC | 3,024 | $360K | 0.1% | -9.0% | 0.007% | |
| 7/9/2026 | Roan Capital Partners | 42,817 | $5.10M | 4.2% | +14.1% | 0.098% | |
| 7/9/2026 | Everhart Financial Group Inc. | 538,759 | $64.18M | 4.1% | +1,098.8% | 1.229% | |
| 7/7/2026 | Bill Few Associates Inc. | 11,426 | $1.36M | 0.3% | +0.8% | 0.026% | |
| 7/7/2026 | Balefire LLC | 3,669 | $437K | 0.1% | -12.8% | 0.008% | |
| 7/7/2026 | Inspirion Wealth Advisors LLC | 6,024 | $712K | 0.1% | -4.2% | 0.014% | |
| 7/7/2026 | Grant Private Wealth Management Inc | 4,740 | $565K | 0.2% | -3.9% | 0.011% | |
| 7/7/2026 | Crescent Sterling Ltd. | 3,677 | $438K | 0.4% | +5.5% | 0.008% | |
| 7/7/2026 | Waller Financial Planning Group Inc. | 21,626 | $2.58M | 0.5% | -6.7% | 0.049% | |
| 7/6/2026 | Trilogy Capital Inc. | 28,736 | $3.42M | 0.1% | +65.0% | 0.066% | |
| 7/1/2026 | Marathon Mission Inc. | 48,442 | $5.77M | 2.9% | +3.8% | 0.112% | |
| 6/18/2026 | Western Wealth Management LLC | 21,645 | $2.09M | 0.1% | +5.2% | 0.050% | |
| 6/16/2026 | Empowered Funds LLC | 2,370 | $229K | 0.0% | +2,790.2% | 0.005% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 342,972 | $33.14M | 2.1% | +3.6% | 0.794% | |
| 6/9/2026 | Robinswood Financial LLC | 415 | $40K | 0.1% | N/A | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 10,146 | $980K | 0.0% | -23.2% | 0.023% | |
| 5/26/2026 | Glenmede Trust Co. NA | 1,868 | $180K | 0.0% | +20.3% | 0.004% | |
| 5/22/2026 | Verus Capital Partners LLC | 2,506 | $242K | 0.0% | N/A | 0.006% | |
| 5/19/2026 | Western Wealth Management LLC | 21,645 | $2.09M | 0.1% | +5.2% | 0.050% | |
| 5/19/2026 | NewEdge Advisors LLC | 9,689 | $936K | 0.0% | -26.7% | 0.022% | |
| 5/19/2026 | Bank of America Corp DE | 989,579 | $95.61M | 0.0% | -13.6% | 2.291% | |
| 5/19/2026 | Arkadios Wealth Advisors | 6,255 | $604K | 0.0% | -61.7% | 0.014% | |
| 5/19/2026 | IFS Group LLC | 4,429 | $428K | 0.4% | N/A | 0.010% | |
| 5/18/2026 | Royal Bank of Canada | 100,045 | $9.67M | 0.0% | +21.0% | 0.232% | |
| 5/18/2026 | Empowered Funds LLC | 2,370 | $229K | 0.0% | +2,790.2% | 0.005% | |
| 5/16/2026 | Quantinno Capital Management LP | 4,701 | $454K | 0.0% | +16.9% | 0.011% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 4,006 | $387K | 0.0% | N/A | 0.009% | |
| 5/15/2026 | Vawter Financial Ltd. | 6,350 | $614K | 0.3% | -3.0% | 0.015% | |
| 5/14/2026 | Klingman & Associates LLC | 204,106 | $19.72M | 0.9% | -0.3% | 0.472% | |
| 5/14/2026 | Gibbs Wealth Management | 41,743 | $4.03M | 0.5% | +141.4% | 0.097% | |
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| 5/13/2026 | Cetera Investment Advisers | 474,052 | $45.80M | 0.0% | +10.3% | 1.097% | |
| 5/13/2026 | Prestige Wealth Management Group LLC | 34,646 | $3.35M | 0.7% | +0.9% | 0.080% | |
| 5/13/2026 | Wiregrass Investment Management LLC | 2,872 | $277K | 0.2% | +10.0% | 0.007% | |
| 5/8/2026 | Pacific Sun Financial Corp | 52,043 | $5.03M | 2.4% | +0.2% | 0.120% | |
| 5/7/2026 | Florida Financial Advisors LLC | 8,510 | $822K | 0.2% | +44.8% | 0.020% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 77,064 | $7.45M | 0.5% | +2.7% | 0.178% | |
| 5/7/2026 | Basepoint Wealth LLC | 1,547 | $149K | 0.1% | -7.1% | 0.004% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 27,718 | $2.68M | 0.4% | N/A | 0.064% | |
| 5/7/2026 | Balefire LLC | 4,208 | $407K | 0.1% | +23.3% | 0.010% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 13,732 | $1.33M | 0.1% | -26.6% | 0.032% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 25,190 | $2.43M | 0.2% | N/A | 0.058% | |
| 5/6/2026 | Aire Advisors LLC | 227,655 | $22.00M | 4.0% | +0.7% | 0.527% | |
| 5/6/2026 | Assetmark Inc. | 56,680 | $5.48M | 0.0% | +0.4% | 0.131% | |
| 5/6/2026 | Independent Financial Group LLC | 2,216 | $214K | 0.0% | N/A | 0.005% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 24,680 | $2.39M | 0.1% | -4.3% | 0.057% | |
| 5/5/2026 | Quartz Partners LLC | 2,080 | $201K | 0.1% | N/A | 0.005% | |
| 5/5/2026 | D.A. Davidson & CO. | 37,756 | $3.65M | 0.0% | +8.7% | 0.087% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 2,421 | $234K | 0.1% | N/A | 0.006% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 47,842 | $4.62M | 0.1% | -2.8% | 0.111% | |
| 5/5/2026 | Signet Financial Management LLC | 48,588 | $4.70M | 0.5% | -3.2% | 0.112% | |
| 5/5/2026 | Sanctuary Advisors LLC | 8,740 | $844K | 0.0% | -3.5% | 0.020% | |
| 5/5/2026 | Sigma Planning Corp | 5,815 | $562K | 0.0% | -38.2% | 0.013% | |
| 5/5/2026 | Fell Capital Management ADV | 17,756 | $1.72M | 1.6% | +15.3% | 0.041% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 333,499 | $32.22M | 0.9% | +5.1% | 0.772% | |
| 5/4/2026 | Integrity Wealth Solutions LLC | 78,421 | $7.58M | 3.0% | -0.6% | 0.182% | |
| 5/4/2026 | Bleakley Financial Group LLC | 23,126 | $2.23M | 0.0% | +73.1% | 0.054% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 40,576 | $4.32M | 0.1% | +4.1% | 0.094% | |
| 5/2/2026 | Navigate Wealth Management LLC | 5,498 | $583K | 0.4% | N/A | 0.013% | |
| 5/2/2026 | Global Assets Advisory LLC | 750 | $72K | 0.0% | N/A | 0.002% | |
| 5/2/2026 | Diversify Wealth Management LLC | 4,794 | $505K | 0.0% | N/A | 0.011% | |
| 5/2/2026 | Valmark Advisers Inc. | 9,011 | $871K | 0.0% | +2.8% | 0.021% | |
| 5/2/2026 | UNIVEST FINANCIAL Corp | 25,521 | $2.47M | 0.1% | +14.7% | 0.059% | |
| 5/1/2026 | Capital Squared Financial LLC | 12,991 | $1.26M | 1.0% | +10.3% | 0.030% | |
| 5/1/2026 | Midwest Trust Co | 8,667 | $837K | 0.0% | +1.4% | 0.020% | |
| 5/1/2026 | Fifth Third Bancorp | 7,502 | $725K | 0.0% | +946.3% | 0.017% | |
| 5/1/2026 | Sovran Advisors LLC | 1,985 | $192K | 0.0% | -13.0% | 0.005% | |
| 5/1/2026 | Walled Lake Planning & Wealth Management LLC | 5,042 | $487K | 0.1% | -5.9% | 0.012% | |
| 5/1/2026 | Diversified Investment Strategies LLC | 6,787 | $656K | 0.4% | +2.3% | 0.016% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 29,697 | $2.87M | 0.3% | -4.3% | 0.071% | |
| 4/30/2026 | Kestra Advisory Services LLC | 15,530 | $1.50M | 0.0% | +16.3% | 0.037% | |
| 4/29/2026 | Richmond Investment Services LLC | 5,461 | $528K | 0.1% | +132.7% | 0.013% | |
| 4/29/2026 | Cvfg LLC | 8,565 | $828K | 0.1% | N/A | 0.021% | |
| 4/29/2026 | Capstone Wealth Management Group LLC | 2,089 | $202K | 0.1% | N/A | 0.005% | |
| 4/29/2026 | Burney Co. | 7,310 | $706K | 0.0% | -23.6% | 0.018% | |
| 4/29/2026 | Integrated Advisors Network LLC | 3,405 | $329K | 0.0% | -17.1% | 0.008% | |
| 4/29/2026 | Interactive Financial Advisors Inc. | 48,634 | $4.70M | 3.0% | +1.6% | 0.117% | |
| 4/28/2026 | Compton Financial Group LLC | 62,143 | $6.00M | 1.3% | -24.8% | 0.150% | |
| 4/28/2026 | Clear Retirement Advice LLC | 12,012 | $1.16M | 0.9% | +7.1% | 0.029% | |
| 4/28/2026 | Whitegate Investment Counselors Inc. | 27,555 | $2.66M | 0.8% | +1.0% | 0.066% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 3,632 | $351K | 0.0% | +9.3% | 0.009% | |
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| 4/28/2026 | New England Capital Financial Advisors LLC | 66,530 | $6.43M | 1.8% | +27.0% | 0.160% | |
| 4/27/2026 | HB Wealth Management LLC | 2,972 | $287K | 0.0% | +18.4% | 0.007% | |
| 4/27/2026 | BIP Wealth LLC | 94,244 | $9.11M | 0.4% | -1.4% | 0.227% | |
| 4/27/2026 | Baer Investment Advisory LLC | 163,534 | $15.80M | 1.9% | N/A | 0.394% | |
| 4/27/2026 | Private Advisor Group LLC | 158,609 | $15.33M | 0.1% | -17.1% | 0.382% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 5,371 | $519K | 0.0% | N/A | 0.013% | |
| 4/25/2026 | Livet Wealth LLC | 46,644 | $4.51M | 2.9% | -1.2% | 0.112% | |
| 4/25/2026 | Stevens Capital Partners | 21,821 | $2.11M | 0.5% | +35.3% | 0.053% | |
| 4/24/2026 | Flagship Private Wealth LLC | 5,035 | $486K | 0.2% | +2.8% | 0.012% | |
| 4/23/2026 | Inman Jager Wealth Management LLC | 22,219 | $2.15M | 1.3% | +1.0% | 0.054% | |