| 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% | |
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| 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% | |
| 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% | |
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| 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% | |
| 4/23/2026 | Balanced Wealth Group LLC | 119,039 | $11.50M | 4.1% | +2.5% | 0.287% | |
| 4/23/2026 | Intrua Financial LLC | 6,442 | $622K | 0.1% | +13.1% | 0.016% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 9,286 | $897K | 0.1% | +100.1% | 0.022% | |
| 4/22/2026 | Midwest Financial Group LLC | 50,960 | $4.92M | 2.1% | +4.1% | 0.123% | |
| 4/22/2026 | Trilogy Capital Inc. | 17,416 | $1.68M | 0.1% | +69.6% | 0.042% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 15,717 | $1.52M | 0.3% | -2.3% | 0.038% | |
| 4/21/2026 | HF Advisory Group LLC | 3,322 | $321K | 0.1% | -8.6% | 0.008% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 249,828 | $24.14M | 1.0% | +0.6% | 0.604% | |
| 4/21/2026 | Falcon Wealth Planning | 3,582 | $346K | 0.0% | -11.0% | 0.009% | |
| 4/20/2026 | RFG Advisory LLC | 5,251 | $507K | 0.0% | N/A | 0.013% | |
| 4/18/2026 | CENTRAL TRUST Co | 7,111 | $687K | 0.0% | -1.4% | 0.017% | |
| 4/17/2026 | Krilogy Financial LLC | 352,230 | $36.69M | 1.2% | +2.7% | 0.852% | |
| 4/17/2026 | First City Capital Management Inc. | 5,523 | $534K | 0.3% | +1.8% | 0.013% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 3,586 | $346K | 0.1% | N/A | 0.009% | |
| 4/17/2026 | Forbes Financial Planning Inc. | 26,255 | $2.54M | 1.5% | -2.8% | 0.063% | |
| 4/17/2026 | AdvisorNet Financial Inc | 4,291 | $415K | 0.0% | +3.0% | 0.010% | |
| 4/17/2026 | Marathon Mission Inc. | 46,669 | $4.51M | 2.6% | +2.0% | 0.113% | |
| 4/17/2026 | Atlas Brown Inc. | 6,039 | $583K | 0.2% | -1.6% | 0.015% | |
| 4/17/2026 | Stonebridge Wealth Management LLC | 4,467 | $432K | 0.4% | +2.2% | 0.011% | |
| 4/17/2026 | Brookstone Capital Management | 23,760 | $2.30M | 0.0% | -3.9% | 0.057% | |
| 4/16/2026 | Founders Financial Securities LLC | 13,293 | $1.37M | 0.1% | +1.6% | 0.032% | |
| 4/15/2026 | Brady Martz Wealth Solutions LLC | 18,970 | $1.83M | 0.3% | -39.4% | 0.046% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 7,980 | $752K | 0.0% | +172.0% | 0.021% | |
| 3/13/2026 | World Investment Advisors | 15,285 | $1.44M | 0.0% | -1.5% | 0.041% | |
| 3/9/2026 | Corient Private Wealth LLC | 46,574 | $4.39M | 0.0% | +1,623.0% | 0.124% | |
| 3/4/2026 | SHP Wealth Management | 2,494 | $235K | 0.0% | N/A | 0.007% | |
| 2/25/2026 | Tempo Wealth LLC | 23,967 | $2.26M | 0.4% | N/A | 0.064% | |
| 2/25/2026 | MidFirst Bank | 1,291 | $122K | 0.0% | N/A | 0.003% | |
| 2/24/2026 | Clear Retirement Advice LLC | 11,214 | $1.11M | 0.9% | N/A | 0.030% | |
| 2/23/2026 | Monetary Solutions Ltd | 306 | $29K | 0.0% | N/A | 0.001% | |
| 2/19/2026 | Corient Private Wealth LLC | 45,482 | $4.28M | 0.0% | +1,582.6% | 0.121% | |
| 2/19/2026 | Jacobs Equity LLC | 3,735 | $352K | 0.3% | N/A | 0.010% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 33,423 | $3.15M | 0.0% | -5.2% | 0.089% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 9,844 | $927K | 0.0% | +2.5% | 0.026% | |
| 2/18/2026 | FAS Wealth Partners Inc. | 330,955 | $31.17M | 2.0% | +1.3% | 0.879% | |
| 2/18/2026 | EP Wealth Advisors LLC | 4,239 | $399K | 0.0% | N/A | 0.011% | |
| 2/18/2026 | NewEdge Advisors LLC | 13,219 | $1.25M | 0.0% | -3.7% | 0.035% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 372 | $35K | 0.0% | N/A | 0.001% | |
| 2/18/2026 | XTX Topco Ltd | 13,891 | $1.31M | 0.0% | N/A | 0.037% | |
| 2/18/2026 | Vance Wealth LLC | 8,263 | $778K | 0.2% | -7.3% | 0.022% | |
| 2/18/2026 | Asset One Wealth Management LLC | 2,019 | $202K | 0.0% | N/A | 0.005% | |
| 2/17/2026 | AQR Capital Management LLC | 16,856 | $1.59M | 0.0% | +174.8% | 0.045% | |
| 2/17/2026 | Cetera Investment Advisers | 429,747 | $40.48M | 0.0% | +5.9% | 1.141% | |
| 2/17/2026 | Equitable Holdings Inc. | 336,616 | $31.71M | 0.2% | +5.1% | 0.894% | |
| 2/17/2026 | Wealth Watch Advisors INC | 28,779 | $2.71M | 1.0% | -1.6% | 0.076% | |
| 2/17/2026 | Fairscale Capital LLC | 5,056 | $476K | 0.3% | +11.6% | 0.013% | |
| 2/17/2026 | Osaic Holdings Inc. | 276,809 | $26.08M | 0.0% | -37.4% | 0.735% | |
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| 2/17/2026 | Advisory Services Network LLC | 10,453 | $985K | 0.0% | +1,291.9% | 0.028% | |
| 2/17/2026 | Private Advisor Group LLC | 191,236 | $18.01M | 0.1% | +39.9% | 0.508% | |
| 2/17/2026 | Captrust Financial Advisors | 18,880 | $1.78M | 0.0% | -2.2% | 0.050% | |
| 2/17/2026 | &PARTNERS | 28,132 | $2.65M | 0.0% | +37.0% | 0.075% | |
| 2/17/2026 | Blair William & Co. IL | 4,901 | $462K | 0.0% | +9.3% | 0.013% | |
| 2/17/2026 | Royal Bank of Canada | 82,690 | $7.79M | 0.0% | +128.3% | 0.220% | |
| 2/17/2026 | Abound Financial LLC | 29,130 | $2.74M | 0.6% | +11.2% | 0.077% | |
| 2/16/2026 | Tobias Financial Advisors Inc. | 17,958 | $1.69M | 0.2% | -2.1% | 0.048% | |
| 2/16/2026 | MML Investors Services LLC | 66,438 | $6.26M | 0.0% | +5.6% | 0.176% | |
| 2/16/2026 | Mariner LLC | 282,698 | $26.63M | 0.0% | +26.8% | 0.751% | |