| 7/10/2026 | Spinnaker Investment Group LLC | 13,661 | $886K | 0.1% | N/A | 0.088% | |
| 7/9/2026 | Kraft Davis & Associates LLC | 16,123 | $1.04M | 0.2% | +1.0% | 0.104% | |
| 7/9/2026 | Adamsbrown Wealth Consultants LLC | 3,864 | $251K | 0.0% | N/A | 0.025% | |
| 7/8/2026 | First Heartland Consultants Inc. | 7,538 | $489K | 0.0% | -2.5% | 0.049% | |
| 7/8/2026 | Apella Capital LLC | 26,040 | $1.68M | 0.0% | -3.7% | 0.168% | |
| 7/8/2026 | Midwest Financial Network LLC | 75,343 | $4.89M | 3.3% | +19.2% | 0.488% | |
| 7/7/2026 | Balefire LLC | 4,708 | $305K | 0.0% | -9.5% | 0.030% | |
| 6/26/2026 | WealthPoint Financial LLC | 29,357 | $1.70M | 1.3% | +17.2% | 0.197% | |
| 6/18/2026 | Western Wealth Management LLC | 6,647 | $384K | 0.0% | N/A | 0.045% | |
| 6/4/2026 | Midwest Financial Network LLC | 63,200 | $3.65M | 2.9% | +76.8% | 0.424% | |
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| 6/3/2026 | NewEdge Advisors LLC | 287,644 | $16.61M | 0.1% | +8.2% | 1.932% | |
| 5/19/2026 | Western Wealth Management LLC | 6,647 | $384K | 0.0% | N/A | 0.045% | |
| 5/19/2026 | NewEdge Advisors LLC | 85,909 | $4.96M | 0.1% | -67.7% | 0.577% | |
| 5/18/2026 | Royal Bank of Canada | 10,903 | $630K | 0.0% | -13.4% | 0.073% | |
| 5/13/2026 | Cetera Investment Advisers | 181,016 | $10.45M | 0.0% | +10.1% | 1.216% | |
| 5/13/2026 | Signature Equity Partners LLC | 2,924 | $169K | 0.1% | N/A | 0.020% | |
| 5/6/2026 | FSA Advisors Inc. | 8,439 | $487K | 0.3% | -9.7% | 0.057% | |
| 5/5/2026 | Sanctuary Advisors LLC | 94,324 | $5.45M | 0.0% | -5.5% | 0.633% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 414,574 | $23.94M | 7.1% | -1.5% | 2.784% | |
| 4/30/2026 | Kestra Advisory Services LLC | 84,859 | $4.90M | 0.0% | -0.4% | 0.570% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 71,842 | $4.15M | 0.1% | -3.4% | 0.482% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 150,213 | $8.67M | 3.0% | +15.7% | 1.012% | |
| 4/27/2026 | Integrity Wealth Partners LLC | 24,756 | $1.43M | 1.3% | N/A | 0.167% | |
| 4/27/2026 | World Investment Advisors | 21,789 | $1.26M | 0.0% | +4.0% | 0.147% | |
| 4/27/2026 | Private Advisor Group LLC | 89,691 | $5.18M | 0.0% | +1.6% | 0.604% | |
| 4/24/2026 | Capital Asset Advisory Services LLC | 10,514 | $652K | 0.0% | +4.9% | 0.071% | |
| 4/22/2026 | Aspire Private Capital LLC | 218,027 | $12.59M | 2.8% | +6.1% | 1.468% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 7,202 | $416K | 0.0% | +99.2% | 0.048% | |
| 4/22/2026 | FWG Investments LLC. | 8,875 | $512K | 0.3% | -6.3% | 0.060% | |
| 4/21/2026 | J2 Capital Management Inc | 6,552 | $378K | 0.3% | +3.3% | 0.044% | |
| 4/21/2026 | Aegis Wealth Management Inc. | 17,299 | $999K | 0.8% | +49.5% | 0.117% | |
| 4/20/2026 | Global Financial Private Client LLC | 66,535 | $3.84M | 1.3% | +3.8% | 0.451% | |
| 4/20/2026 | Brown Lisle Cummings Inc. | 1,536 | $89K | 0.0% | N/A | 0.010% | |
| 4/20/2026 | Apella Capital LLC | 27,034 | $1.68M | 0.0% | -3.8% | 0.183% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 73,754 | $4.26M | 1.1% | +7.8% | 0.501% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 224,307 | $12.95M | 0.9% | +14.5% | 1.523% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 37,126 | $2.14M | 0.5% | +3.3% | 0.252% | |
| 4/16/2026 | True Vision MN LLC | 8,419 | $486K | 0.3% | +8.5% | 0.057% | |
| 4/16/2026 | Balboa Wealth Partners | 29,185 | $1.69M | 0.3% | +5.0% | 0.198% | |
| 3/13/2026 | World Investment Advisors | 20,957 | $1.31M | 0.0% | N/A | 0.144% | |
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| 2/19/2026 | WealthPoint Financial LLC | 25,052 | $1.56M | 1.4% | N/A | 0.172% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 74,372 | $4.63M | 0.1% | -13.2% | 0.510% | |
| 2/18/2026 | Virtue Capital Management LLC | 3,488 | $217K | 0.0% | -88.4% | 0.024% | |
| 2/18/2026 | NewEdge Advisors LLC | 265,772 | $16.56M | 0.1% | -7.9% | 1.824% | |
| 2/18/2026 | VestGen Advisors LLC | 10,699 | $667K | 0.0% | -33.1% | 0.073% | |
| 2/17/2026 | Cetera Investment Advisers | 164,364 | $10.24M | 0.0% | +6.8% | 1.128% | |
| 2/17/2026 | Hilltop Holdings Inc. | 21,385 | $1.33M | 0.1% | -3.8% | 0.147% | |
| 2/17/2026 | GeoWealth Management LLC | 54,351 | $3.39M | 0.1% | -3.2% | 0.373% | |
| 2/17/2026 | Osaic Holdings Inc. | 29,789 | $1.86M | 0.0% | -2.2% | 0.204% | |
| 2/17/2026 | Advisory Services Network LLC | 4,790 | $298K | 0.0% | +14.2% | 0.033% | |
| 2/17/2026 | Private Advisor Group LLC | 88,270 | $5.50M | 0.0% | +16.3% | 0.606% | |
| 2/17/2026 | Royal Bank of Canada | 12,587 | $784K | 0.0% | +15.4% | 0.086% | |
| 2/16/2026 | MML Investors Services LLC | 79,052 | $4.93M | 0.0% | +56.9% | 0.543% | |
| 2/16/2026 | Mariner LLC | 286,549 | $17.86M | 0.0% | +17.1% | 1.967% | |
| 2/13/2026 | CreativeOne Wealth LLC | 112,986 | $7.04M | 0.2% | +4.1% | 0.775% | |
| 2/13/2026 | Kestra Advisory Services LLC | 85,179 | $5.31M | 0.0% | +198.5% | 0.585% | |
| 2/13/2026 | Stifel Financial Corp | 11,431 | $712K | 0.0% | +5.8% | 0.078% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 6,912 | $434K | 0.0% | +9.5% | 0.047% | |
| 2/13/2026 | Novus Advisors LLC | 56,229 | $3.50M | 7.8% | -0.9% | 0.386% | |
| 2/13/2026 | Landmark Wealth Management Inc. | 271,382 | $16.91M | 6.4% | +0.4% | 1.863% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,463 | $91K | 0.0% | +236.3% | 0.010% | |
| 2/13/2026 | Summit Financial LLC | 101,445 | $6.32M | 0.1% | -1.7% | 0.696% | |
| 2/12/2026 | Jane Street Group LLC | 4,523 | $282K | 0.0% | N/A | 0.031% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 8,938 | $557K | 0.0% | -5.9% | 0.061% | |
| 2/12/2026 | Richard W. Paul & Associates LLC | 10,057 | $627K | 0.2% | -14.7% | 0.069% | |
| 2/12/2026 | Ruggiero Investments Inc. | 4,152 | $259K | 0.2% | N/A | 0.028% | |
| 2/12/2026 | Hibernia Wealth Partners LLC | 420,972 | $26.23M | 7.9% | +91.9% | 2.889% | |
| 2/12/2026 | Principal Securities Inc. | 36,876 | $2.30M | 0.0% | +173.1% | 0.253% | |
| 2/12/2026 | Mosley Wealth Management | 199,220 | $12.03M | 5.5% | N/A | 1.367% | |
| 2/12/2026 | Absolute Capital Management LLC | 16,846 | $1.05M | 0.4% | +8.3% | 0.116% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 35,949 | $2.24M | 0.5% | -3.1% | 0.247% | |
| 2/11/2026 | LPL Financial LLC | 4,676,742 | $291.41M | 0.1% | +1.2% | 32.098% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 10,210 | $636K | 0.0% | +23.8% | 0.070% | |
| 2/10/2026 | Evolution Wealth Management Inc. | 10,111 | $630K | 0.5% | +161.1% | 0.069% | |
| 2/10/2026 | Spectrum Planning & Advisory Services Inc. | 15,620 | $973K | 0.5% | -1.3% | 0.107% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 45,769 | $2.85M | 0.0% | +29.8% | 0.314% | |
| 2/9/2026 | Harbour Investments Inc. | 159,209 | $9.92M | 0.2% | -13.5% | 1.093% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 203,070 | $12.65M | 0.0% | +137.0% | 1.394% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 4,826 | $301K | 0.0% | N/A | 0.033% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 10,209 | $636K | 0.0% | +11.2% | 0.070% | |
| 2/6/2026 | HighTower Advisors LLC | 132,688 | $8.27M | 0.0% | +11.4% | 0.911% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 2,038,665 | $127.03M | 0.4% | +3.5% | 13.992% | |
| 2/5/2026 | Aegis Wealth Management Inc. | 11,571 | $721K | 0.6% | N/A | 0.079% | |
| 2/5/2026 | Allworth Financial LP | 494 | $31K | 0.0% | -35.0% | 0.003% | |
| 2/4/2026 | Independent Advisor Alliance | 7,442 | $464K | 0.0% | N/A | 0.051% | |
| 2/4/2026 | World Investment Advisors | 20,957 | $1.31M | 0.0% | N/A | 0.144% | |
| 2/2/2026 | Truist Financial Corp | 7,282 | $454K | 0.0% | +6.1% | 0.050% | |
| 2/2/2026 | FSA Advisors Inc. | 9,345 | $582K | 0.1% | N/A | 0.064% | |
| 1/30/2026 | Sigma Planning Corp | 3,405 | $212K | 0.0% | N/A | 0.023% | |
| 1/29/2026 | Quest 10 Wealth Builders Inc. | 950 | $59K | 0.1% | +97.5% | 0.007% | |
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| 1/29/2026 | Sanctuary Advisors LLC | 99,791 | $6.22M | 0.0% | -13.8% | 0.688% | |
| 1/28/2026 | FWG Investments LLC. | 9,469 | $590K | 0.4% | -2.5% | 0.065% | |
| 1/27/2026 | Global Financial Private Client LLC | 64,077 | $3.99M | 1.4% | +3.3% | 0.442% | |
| 1/26/2026 | Merit Financial Group LLC | 3,431 | $214K | 0.0% | -87.3% | 0.024% | |
| 1/26/2026 | AE Wealth Management LLC | 131,825 | $8.21M | 0.0% | +3.7% | 0.909% | |
| 1/26/2026 | Iams Wealth Management LLC | 25,108 | $1.56M | 0.6% | -12.6% | 0.173% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,916 | $119K | 0.0% | +11.8% | 0.013% | |
| 1/21/2026 | Raleigh Capital Management Inc. | 129,883 | $8.09M | 2.9% | +1.8% | 0.896% | |
| 1/21/2026 | Apella Capital LLC | 28,098 | $1.75M | 0.0% | +1.1% | 0.194% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 16,418 | $1.02M | 0.0% | N/A | 0.113% | |