| 6/25/2026 | Hamilton Wealth LLC | 1,326,629 | $34.17M | 6.5% | -0.8% | 1.285% | |
| 5/19/2026 | Bank of America Corp DE | 116,201 | $2.99M | 0.0% | N/A | 0.113% | |
| 5/19/2026 | Hamilton Wealth LLC | 2,653,258 | $68.34M | 4.8% | +98.4% | 2.570% | |
| 5/16/2026 | Quantinno Capital Management LP | 8,019 | $207K | 0.0% | N/A | 0.008% | |
| 5/8/2026 | Johnson Financial Group Inc. | 2,087 | $54K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Gallacher Capital Management LLC | 379,430 | $9.77M | 3.7% | +1.3% | 0.368% | |
| 5/5/2026 | Bank of New York Mellon Corp | 2,208,173 | $56.87M | 0.0% | +3.2% | 2.139% | |
| 5/5/2026 | Ethos Financial Group LLC | 298,441 | $7.66M | 0.6% | +9.2% | 0.289% | |
| 5/1/2026 | Fifth Third Bancorp | 7,486 | $193K | 0.0% | N/A | 0.007% | |
| 4/30/2026 | Kestra Advisory Services LLC | 16,191 | $417K | 0.0% | -2.4% | 0.016% | |
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| 4/28/2026 | Nixon Peabody Trust Co. | 289,257 | $7.45M | 0.6% | +4.3% | 0.284% | |
| 4/27/2026 | World Investment Advisors | 436,043 | $11.23M | 0.2% | +10.4% | 0.429% | |
| 4/27/2026 | Prasad Wealth Partners LLC | 399,373 | $10.29M | 2.8% | +3.2% | 0.393% | |
| 4/23/2026 | Riverbend Wealth Management LLC | 194,177 | $5.00M | 2.9% | +14.5% | 0.191% | |
| 4/22/2026 | Trilogy Capital Inc. | 1,943,212 | $50.05M | 2.2% | +19.8% | 1.913% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 56,677 | $1.46M | 0.1% | N/A | 0.056% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 9,994 | $261K | 0.0% | -7.9% | 0.011% | |
| 3/13/2026 | World Investment Advisors | 394,821 | $10.29M | 0.2% | +6.7% | 0.417% | |
| 2/19/2026 | Hamilton Wealth LLC | 1,337,496 | $34.87M | 6.6% | +5.2% | 1.412% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 23,967 | $625K | 0.0% | +13.7% | 0.025% | |
| 2/17/2026 | AQR Capital Management LLC | 7,674 | $200K | 0.0% | -43.7% | 0.008% | |
| 2/17/2026 | Osaic Holdings Inc. | 16,647 | $434K | 0.0% | +84.4% | 0.018% | |
| 2/16/2026 | Sovereign Investment Advisors LLC | 349,695 | $9.12M | 2.3% | -9.3% | 0.369% | |
| 2/16/2026 | Tenzing Financial LLC | 246,721 | $6.43M | 5.2% | N/A | 0.260% | |
| 2/16/2026 | Arax Advisory Partners | 18,378 | $479K | 0.0% | N/A | 0.019% | |
| 2/13/2026 | Kestra Advisory Services LLC | 16,589 | $432K | 0.0% | +6.8% | 0.018% | |
| 2/13/2026 | Wells Fargo & Company MN | 53,317 | $1.39M | 0.0% | -14.0% | 0.056% | |
| 2/13/2026 | Summit Financial LLC | 16,950 | $442K | 0.0% | -26.7% | 0.018% | |
| 2/12/2026 | Jane Street Group LLC | 8,347 | $218K | 0.0% | N/A | 0.009% | |
| 2/12/2026 | Triumph Capital Management | 37,505 | $978K | 0.2% | -9.6% | 0.040% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 22,422 | $585K | 0.0% | +7.6% | 0.024% | |
| 2/12/2026 | SBE LLC DBA Cedar Cove Wealth Partners | 204,501 | $5.33M | 2.8% | N/A | 0.216% | |
| 2/12/2026 | Alps Advisors Inc. | 147,517 | $3.85M | 0.0% | -8.6% | 0.156% | |
| 2/11/2026 | LPL Financial LLC | 95,359 | $2.49M | 0.0% | +13.5% | 0.101% | |
| 2/11/2026 | Arsenal Capital Advisors LLC | 77,556 | $2.02M | 1.4% | N/A | 0.082% | |
| 2/11/2026 | Vise Technologies Inc. | 464,880 | $12.12M | 0.4% | +110.2% | 0.491% | |
| 2/10/2026 | Bank of New York Mellon Corp | 2,138,991 | $55.76M | 0.0% | +1.7% | 2.258% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 2,941 | $77K | 0.0% | N/A | 0.003% | |
| 2/6/2026 | Nixon Peabody Trust Co. | 277,317 | $7.23M | 0.5% | +13.5% | 0.293% | |
| 2/6/2026 | Principle Wealth Partners LLC | 710,938 | $18.53M | 1.0% | -7.2% | 0.750% | |
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| 2/6/2026 | Signature Estate & Investment Advisors LLC | 19,695 | $513K | 0.0% | -21.3% | 0.021% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 1,259,837 | $32.89M | 0.1% | +81.4% | 1.330% | |
| 2/4/2026 | World Investment Advisors | 394,821 | $10.29M | 0.2% | +6.7% | 0.418% | |
| 2/4/2026 | Meridian Wealth Management LLC | 832,218 | $21.70M | 0.8% | N/A | 0.880% | |
| 2/3/2026 | Crestwood Advisors Group LLC | 77,075 | $2.01M | 0.0% | +59.1% | 0.082% | |
| 2/3/2026 | Gallacher Capital Management LLC | 374,399 | $9.76M | 3.8% | +8.8% | 0.396% | |
| 1/30/2026 | Boyer Financial Services Inc. | 57,606 | $1.50M | 1.6% | N/A | 0.061% | |
| 1/29/2026 | Comerica Bank | 7,486 | $195K | 0.0% | +6.5% | 0.008% | |
| 1/29/2026 | Traction Financial Partners LLC | 806,689 | $21.03M | 12.5% | +4.3% | 0.875% | |
| 1/29/2026 | Riverbend Wealth Management LLC | 169,593 | $4.42M | 2.7% | +7.1% | 0.184% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 11,611 | $303K | 0.0% | N/A | 0.013% | |
| 1/28/2026 | Spectrum Investment Advisors Inc. | 180,617 | $4.71M | 2.4% | +1.7% | 0.196% | |
| 1/28/2026 | G&S Capital LLC | 40,832 | $1.06M | 0.4% | +44.2% | 0.044% | |
| 1/27/2026 | Prasad Wealth Partners LLC | 387,020 | $10.09M | 2.7% | -16.2% | 0.420% | |
| 1/27/2026 | Wealth Enhancement Trust Services Inc. | 26,835 | $700K | 0.1% | N/A | 0.029% | |
| 1/26/2026 | Annex Advisory Services LLC | 6,974,911 | $181.84M | 3.5% | +27.9% | 7.594% | |
| 1/23/2026 | Curbstone Financial Management Corp | 21,366 | $557K | 0.1% | N/A | 0.023% | |
| 1/22/2026 | Trilogy Capital Inc. | 1,621,551 | $42.27M | 1.9% | N/A | 1.765% | |
| 1/20/2026 | Ethos Financial Group LLC | 273,327 | $7.13M | 0.5% | +4.4% | 0.298% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 18,258 | $476K | 0.0% | +56.2% | 0.020% | |
| 1/20/2026 | Stratos Investment Management LLC | 3,259,817 | $84.98M | 3.4% | +1.7% | 3.560% | |
| 1/16/2026 | Legacy Capital Wealth Partners LLC | 33,627 | $877K | 0.2% | -3.6% | 0.037% | |
| 1/14/2026 | Lineweaver Wealth Advisors LLC | 1,383,903 | $36.08M | 4.9% | +4.6% | 1.523% | |
| 1/14/2026 | Guardian Financial Partners LLC | 450,621 | $11.75M | 5.0% | -1.8% | 0.496% | |
| 1/12/2026 | Sentinel Pension Advisors LLC | 386,669 | $10.08M | 1.5% | +13.4% | 0.425% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 55,466,105 | $1.45B | 2.0% | +12.4% | 61.309% | |
| 1/8/2026 | NorthCrest Asset Manangement LLC | 481,656 | $12.57M | 0.3% | +36.7% | 0.532% | |
| 1/8/2026 | Old Port Advisors | 339,388 | $8.85M | 2.2% | +13.2% | 0.375% | |
| 1/8/2026 | Fermata Advisors LLC | 82,575 | $2.15M | 0.5% | -0.5% | 0.091% | |
| 1/1/2026 | JPMorgan Chase & Co. | 21,914 | $573K | 0.0% | +89.6% | 0.026% | |
| 11/17/2025 | First Foundation Advisors | 163,303 | $4.27M | 0.2% | +132.7% | 0.194% | |
| 11/17/2025 | Triumph Capital Management | 41,490 | $1.09M | 0.3% | -2.2% | 0.049% | |
| 11/17/2025 | Hamilton Wealth LLC | 1,271,761 | $33.27M | 6.9% | +12.1% | 1.513% | |
| 11/17/2025 | Citadel Advisors LLC | 180,660 | $4.73M | 0.0% | +239.0% | 0.215% | |
| 11/14/2025 | Raymond James Financial Inc. | 132,454 | $3.47M | 0.0% | +5.6% | 0.158% | |
| 11/13/2025 | Vise Technologies Inc. | 221,165 | $5.79M | 0.2% | -66.2% | 0.263% | |
| 11/12/2025 | Level Four Advisory Services LLC | 1,304,256 | $34.12M | 1.2% | +2.6% | 1.551% | |
| 11/10/2025 | MAI Capital Management | 3,216 | $84K | 0.0% | N/A | 0.004% | |
| 11/10/2025 | Adapt Wealth Advisors LLC | 672,551 | $17.59M | 6.5% | +10.1% | 0.800% | |
| 11/7/2025 | Crestwood Advisors Group LLC | 48,432 | $1.27M | 0.0% | +291.1% | 0.058% | |
| 11/7/2025 | JPMorgan Chase & Co. | 21,914 | $573K | 0.0% | +89.6% | 0.026% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 11,687 | $306K | 0.0% | -71.7% | 0.014% | |
| 11/6/2025 | Stratos Investment Management LLC | 3,206,014 | $83.87M | 3.5% | -2.5% | 3.814% | |
| 11/6/2025 | Spectrum Investment Advisors Inc. | 177,536 | $4.64M | 2.7% | +0.2% | 0.211% | |
| 11/5/2025 | Signature Estate & Investment Advisors LLC | 25,026 | $655K | 0.0% | N/A | 0.030% | |
| 11/5/2025 | Alps Advisors Inc. | 161,357 | $4.22M | 0.0% | +9.1% | 0.192% | |
| 11/5/2025 | Prasad Wealth Partners LLC | 461,659 | $12.08M | 3.4% | +15.9% | 0.550% | |
| 11/5/2025 | Gallacher Capital Management LLC | 343,986 | $9.00M | 3.6% | +1.9% | 0.410% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 694,548 | $18.17M | 0.0% | +72.6% | 0.828% | |
| 11/3/2025 | GPS Wealth Strategies Group LLC | 1,720 | $45K | 0.0% | -49.0% | 0.002% | |
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| 11/3/2025 | Principle Wealth Partners LLC | 766,311 | $20.05M | 1.2% | -2.4% | 0.914% | |
| 10/29/2025 | NorthCrest Asset Manangement LLC | 352,342 | $9.22M | 0.2% | +19.1% | 0.424% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 49,333,372 | $1.29B | 2.0% | +12.9% | 59.331% | |
| 10/23/2025 | G&S Capital LLC | 28,307 | $741K | 0.3% | +20.1% | 0.034% | |
| 10/23/2025 | Ethos Financial Group LLC | 261,715 | $6.85M | 0.5% | +12.8% | 0.316% | |
| 10/22/2025 | CoreCap Advisors LLC | 1,577 | $41K | 0.0% | N/A | 0.002% | |
| 10/22/2025 | Advisory Resource Group | 477,093 | $12.48M | 2.2% | -43.3% | 0.575% | |
| 10/21/2025 | Riverbend Wealth Management LLC | 158,389 | $4.14M | 2.9% | +2.7% | 0.192% | |
| 10/21/2025 | Sentinel Pension Advisors LLC | 340,954 | $8.92M | 1.4% | +5.5% | 0.413% | |
| 10/17/2025 | Nixon Peabody Trust Co. | 244,347 | $6.39M | 0.5% | +3.1% | 0.303% | |