| 5/22/2026 | Independent Wealth Advisors LLC | 148,884 | $5.42M | 5.3% | +3.9% | 5.474% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 23,631 | $859K | 0.2% | +54.4% | 0.869% | |
| 4/28/2026 | B.O.S.S. Retirement Advisors LLC | 22,244 | $809K | 0.2% | -8.6% | 0.818% | |
| 4/28/2026 | Evolution Wealth Management Inc. | 130,790 | $4.76M | 3.5% | +13.9% | 4.808% | |
| 4/21/2026 | LifeWealth Investments LLC | 8,904 | $324K | 0.1% | -18.9% | 0.327% | |
| 4/20/2026 | Park Edge Advisors LLC | 29,794 | $1.08M | 0.2% | +2.6% | 1.095% | |
| 2/19/2026 | Compound Planning Inc. | 34,559 | $1.36M | 0.0% | -19.0% | 1.164% | |
| 2/17/2026 | Osaic Holdings Inc. | 5,868 | $230K | 0.0% | -20.2% | 0.198% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 255,478 | $10.03M | 0.0% | +4.0% | 8.602% | |
| 2/12/2026 | Ironsides Asset Advisors LLC | 104,611 | $4.11M | 1.0% | +21.9% | 3.522% | |
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| 2/11/2026 | Howard Bailey Securities LLC | 17,919 | $704K | 0.3% | +16.6% | 0.603% | |
| 2/11/2026 | LPL Financial LLC | 384,800 | $15.11M | 0.0% | +856.0% | 12.956% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 114,806 | $4.51M | 3.7% | +14.7% | 3.866% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 47,645 | $1.87M | 0.7% | +6.6% | 1.604% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 2,120 | $83K | 0.0% | N/A | 0.071% | |
| 2/6/2026 | Authentikos Wealth Advisory LLC | 190,625 | $7.48M | 5.0% | -1.9% | 6.418% | |
| 2/6/2026 | HighTower Advisors LLC | 5,119 | $201K | 0.0% | -9.7% | 0.172% | |
| 2/2/2026 | B.O.S.S. Retirement Advisors LLC | 24,339 | $956K | 0.3% | -37.6% | 0.819% | |
| 1/27/2026 | Elevated Capital Advisors LLC | 15,304 | $601K | 0.1% | -4.2% | 0.515% | |
| 1/26/2026 | LifeWealth Investments LLC | 10,977 | $431K | 0.1% | -7.1% | 0.370% | |
| 1/26/2026 | AE Wealth Management LLC | 182,280 | $7.16M | 0.0% | -1.4% | 6.137% | |
| 1/26/2026 | CWM LLC | 43,586 | $1.71M | 0.0% | +43.0% | 1.468% | |
| 1/26/2026 | Austin Wealth Management LLC | 47,934 | $1.90M | 0.3% | -11.2% | 1.614% | |
| 1/22/2026 | Networth Advisors LLC | 695 | $27K | 0.0% | N/A | 0.023% | |
| 1/22/2026 | Fiduciary Alliance LLC | 19,252 | $756K | 0.0% | +1.4% | 0.648% | |
| 1/22/2026 | Centennial Advisors LLC | 8,263 | $324K | 0.4% | N/A | 0.278% | |
| 1/16/2026 | Park Edge Advisors LLC | 29,031 | $1.14M | 0.3% | -2.3% | 0.958% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 8,166 | $321K | 0.0% | -4.7% | 0.268% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 21,727 | $868K | 0.0% | -22.9% | 0.712% | |
| 11/17/2025 | Susquehanna International Group LLP | 11,531 | $456K | 0.0% | N/A | 0.432% | |
| 11/17/2025 | Citadel Advisors LLC | 11,740 | $464K | 0.0% | N/A | 0.440% | |
| 11/12/2025 | Ironsides Asset Advisors LLC | 85,839 | $3.39M | 0.9% | +3.0% | 3.215% | |
| 11/12/2025 | Great Lakes Retirement Inc. | 5,235 | $207K | 0.0% | N/A | 0.196% | |
| 11/10/2025 | Compound Planning Inc. | 42,691 | $1.69M | 0.1% | -30.4% | 1.599% | |
| 11/5/2025 | B.O.S.S. Retirement Advisors LLC | 38,994 | $1.54M | 0.4% | -8.5% | 1.460% | |
| 11/5/2025 | Authentikos Wealth Advisory LLC | 194,241 | $7.67M | 5.1% | +2.2% | 7.275% | |
| 11/5/2025 | Austin Wealth Management LLC | 54,006 | $2.12M | 0.3% | -1.4% | 2.023% | |
| 11/4/2025 | Sollinda Capital Management LLC | 14,197 | $561K | 0.2% | -36.2% | 0.532% | |
| 11/4/2025 | Howard Bailey Securities LLC | 15,369 | $607K | 0.2% | -5.1% | 0.576% | |
| 11/3/2025 | AE Wealth Management LLC | 184,940 | $7.31M | 0.0% | -0.2% | 6.927% | |
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| 10/30/2025 | Lloyd Advisory Services LLC. | 44,692 | $1.77M | 0.8% | -2.4% | 1.809% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 28,197 | $1.12M | 0.0% | -8.4% | 1.142% | |
| 10/23/2025 | Evolution Wealth Management Inc. | 100,057 | $3.95M | 4.1% | +5.6% | 4.051% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 245,555 | $9.70M | 0.0% | +70.5% | 9.941% | |
| 10/20/2025 | LifeWealth Investments LLC | 11,747 | $464K | 0.1% | +7.3% | 0.476% | |
| 10/15/2025 | CWM LLC | 30,483 | $1.20M | 0.0% | +3,528.9% | 1.244% | |
| 10/9/2025 | Park Edge Advisors LLC | 29,721 | $1.17M | 0.3% | -5.7% | 1.213% | |
| 9/4/2025 | Osaic Holdings Inc. | 7,218 | $265K | 0.0% | +21.8% | 0.301% | |
| 8/29/2025 | Evolution Wealth Management Inc. | 94,750 | $3.60M | 4.4% | N/A | 3.948% | |
| 8/14/2025 | Transce3nd LLC | 782 | $30K | 0.0% | N/A | 0.033% | |
| 8/8/2025 | Austin Wealth Management LLC | 54,756 | $2.06M | 0.4% | -44.6% | 2.330% | |
| 8/6/2025 | AE Wealth Management LLC | 185,279 | $7.04M | 0.1% | +6,701.7% | 7.884% | |
| 7/30/2025 | LifeWealth Investments LLC | 10,952 | $416K | 0.1% | N/A | 0.466% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 42,618 | $1.62M | 0.4% | N/A | 1.814% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 45,784 | $1.74M | 0.8% | N/A | 1.969% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,797 | $1.20M | 0.0% | -85.4% | 1.325% | |
| 7/9/2025 | Fiduciary Alliance LLC | 18,987 | $722K | 0.1% | -13.0% | 0.817% | |
| 7/7/2025 | Park Edge Advisors LLC | 31,522 | $1.20M | 0.3% | -36.5% | 1.356% | |
| 5/19/2025 | Jane Street Group LLC | 20,967 | $649K | 0.0% | +182.4% | 0.845% | |
| 5/14/2025 | Compound Planning Inc. | 61,599 | $1.91M | 0.1% | +35.9% | 2.484% | |
| 5/13/2025 | Ethos Financial Group LLC | 218,903 | $6.94M | 0.7% | +3.1% | 8.827% | |
| 5/13/2025 | HighTower Advisors LLC | 468,920 | $14.50M | 0.0% | -11.2% | 18.908% | |
| 5/8/2025 | US Bancorp DE | 1,707 | $53K | 0.0% | +178.0% | 0.083% | |
| 5/7/2025 | Ironsides Asset Advisors LLC | 82,733 | $2.56M | 0.8% | +4.5% | 4.036% | |
| 5/6/2025 | AE Wealth Management LLC | 2,724 | $84K | 0.0% | -98.2% | 0.133% | |
| 5/1/2025 | Austin Wealth Management LLC | 98,902 | $3.40M | 0.7% | -6.3% | 4.824% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 8,843 | $274K | 0.0% | N/A | 0.431% | |
| 4/25/2025 | Sollinda Capital Management LLC | 22,263 | $689K | 0.2% | -96.3% | 1.086% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 18,341 | $567K | 0.2% | +3.5% | 0.895% | |
| 4/17/2025 | Authentikos Wealth Advisory LLC | 218,804 | $6.77M | 5.6% | +2,749.4% | 10.673% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 8,786 | $272K | 0.0% | N/A | 0.429% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 211,420 | $6.54M | 0.0% | -14.6% | 7.551% | |
| 4/10/2025 | Park Edge Advisors LLC | 49,618 | $1.54M | 0.4% | N/A | 1.772% | |
| 4/9/2025 | Fiduciary Alliance LLC | 21,829 | $675K | 0.1% | -3.0% | 0.780% | |
| 2/14/2025 | Jane Street Group LLC | 7,424 | $248K | 0.0% | N/A | 0.230% | |
| 2/14/2025 | Bison Wealth LLC | 10,456 | $349K | 0.0% | -71.4% | 0.510% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 16,273 | $543K | 0.1% | +64.3% | 0.504% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,194 | $607K | 0.0% | +7.2% | 0.563% | |
| 2/11/2025 | LPL Financial LLC | 18,249 | $609K | 0.0% | +43.8% | 0.565% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 284,816 | $9.51M | 0.2% | N/A | 8.818% | |
| 2/10/2025 | Ironsides Asset Advisors LLC | 79,133 | $2.64M | 0.8% | +29.5% | 2.450% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 113,758 | $3.80M | 0.0% | +82.8% | 3.522% | |
| 2/10/2025 | Austin Wealth Management LLC | 105,591 | $3.61M | 0.7% | -6.4% | 3.269% | |
| 2/10/2025 | Farther Finance Advisors LLC | 2,184 | $73K | 0.0% | N/A | 0.068% | |
| 2/7/2025 | HighTower Advisors LLC | 528,211 | $17.63M | 0.0% | +10.3% | 16.353% | |
| 2/7/2025 | Sollinda Capital Management LLC | 599,044 | $19.99M | 5.5% | N/A | 18.546% | |
| 2/6/2025 | Ethos Financial Group LLC | 212,366 | $7.09M | 0.9% | +240.9% | 6.575% | |
| 2/3/2025 | Lloyd Advisory Services LLC. | 48,636 | $1.62M | 0.8% | -5.2% | 1.506% | |
| 1/29/2025 | Howard Bailey Securities LLC | 12,530 | $418K | 0.2% | -11.6% | 0.388% | |
| 1/29/2025 | Great Lakes Retirement Inc. | 10,059 | $336K | 0.0% | -5.8% | 0.311% | |
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| 1/28/2025 | Almanack Investment Partners LLC. | 142,651 | $4.76M | 0.7% | +4.8% | 4.416% | |
| 1/23/2025 | Ridgepath Capital Management LLC | 284,816 | $9.51M | 4.4% | N/A | 8.818% | |
| 1/21/2025 | B.O.S.S. Retirement Advisors LLC | 25,687 | $857K | 0.2% | N/A | 0.795% | |
| 1/17/2025 | Atomi Financial Group Inc. | 45,323 | $1.51M | 0.1% | N/A | 1.403% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 17,721 | $591K | 0.2% | +26.7% | 0.549% | |
| 1/13/2025 | Fiduciary Alliance LLC | 22,504 | $751K | 0.1% | N/A | 0.697% | |
| 11/15/2024 | HighTower Advisors LLC | 479,052 | $16.03M | 0.0% | +80.5% | 14.831% | |
| 10/31/2024 | Ironsides Asset Advisors LLC | 61,083 | $2.04M | 0.6% | +41.1% | 1.891% | |
| 10/31/2024 | Financial Enhancement Group LLC | 26,368 | $883K | 0.2% | +36.2% | 0.816% | |
| 10/28/2024 | Austin Wealth Management LLC | 112,777 | $3.74M | 0.8% | -2.5% | 3.492% | |