| 5/5/2026 | Bank of New York Mellon Corp | 7,910 | $281K | 0.0% | N/A | 0.003% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 381,794 | $13.57M | 0.3% | +5.6% | 0.123% | |
| 5/5/2026 | Signet Financial Management LLC | 126,583 | $4.50M | 0.5% | -4.2% | 0.041% | |
| 5/5/2026 | Cogent Strategic Wealth LLC | 30,232 | $1.07M | 1.1% | +11.1% | 0.010% | |
| 5/5/2026 | MB Generational Wealth LLC | 50,620 | $1.80M | 1.0% | +4.6% | 0.016% | |
| 5/5/2026 | Nwam LLC | 97,460 | $3.46M | 0.2% | +20.4% | 0.031% | |
| 5/4/2026 | Lutz Financial Services LLC | 790,627 | $28.09M | 1.9% | -0.1% | 0.255% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,939 | $424K | 0.0% | N/A | 0.004% | |
| 5/4/2026 | Bleakley Financial Group LLC | 50,230 | $1.79M | 0.0% | +13.3% | 0.016% | |
| 5/4/2026 | Archer Investment Corp | 1,723 | $61K | 0.0% | N/A | 0.001% | |
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| 5/4/2026 | Chicago Partners Investment Group LLC | 604,385 | $22.48M | 0.4% | +3.8% | 0.195% | |
| 5/4/2026 | Ruedi Wealth Management Inc. | 458,813 | $16.30M | 4.2% | -4.9% | 0.148% | |
| 5/4/2026 | Vantage Point Financial LLC | 366,909 | $13.04M | 4.6% | -11.2% | 0.118% | |
| 5/2/2026 | Vestment Financial LLC | 520,520 | $19.70M | 10.1% | +2.0% | 0.168% | |
| 5/1/2026 | Fifth Third Bancorp | 3,536 | $126K | 0.0% | +85.1% | 0.001% | |
| 5/1/2026 | American Trust | 1,088,939 | $38.69M | 3.4% | +8.8% | 0.351% | |
| 5/1/2026 | Signature Resources Capital Management LLC | 369,898 | $13.14M | 6.2% | +5.7% | 0.119% | |
| 5/1/2026 | Summit Financial Strategies Inc. | 3,887,458 | $138.12M | 10.9% | +0.3% | 1.253% | |
| 5/1/2026 | Simplicity Wealth LLC | 81,130 | $2.88M | 0.2% | +3.4% | 0.026% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 10,067 | $358K | 0.0% | -24.0% | 0.003% | |
| 4/30/2026 | Waterfront Wealth Inc. | 113,042 | $4.02M | 0.7% | -12.3% | 0.036% | |
| 4/30/2026 | Robinson Smith Wealth Advisors LLC | 225,822 | $8.02M | 5.4% | +134.5% | 0.073% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 636,539 | $22.62M | 2.3% | +2.9% | 0.205% | |
| 4/30/2026 | Kestra Advisory Services LLC | 711,963 | $25.30M | 0.1% | +12.2% | 0.230% | |
| 4/30/2026 | Money Concepts Capital Corp | 11,253 | $400K | 0.0% | -4.0% | 0.004% | |
| 4/30/2026 | Summit Portfolio Management LTD. | 7,390 | $263K | 0.2% | N/A | 0.002% | |
| 4/30/2026 | SwitchPoint Financial Planning LLC | 703,061 | $24.98M | 16.9% | +4.0% | 0.227% | |
| 4/30/2026 | Your Advocates Ltd. LLP | 1,250,586 | $44.43M | 13.5% | +2.7% | 0.403% | |
| 4/30/2026 | Austin Asset Management Co Inc | 434,521 | $15.44M | 2.6% | -0.1% | 0.140% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 76,235 | $2.90M | 0.2% | -11.0% | 0.025% | |
| 4/30/2026 | Efficient Advisors LLC | 646,208 | $22.96M | 1.6% | -44.8% | 0.208% | |
| 4/30/2026 | Sageworth Trust Co | 3,227,612 | $114.68M | 4.9% | -0.1% | 1.040% | |
| 4/30/2026 | Sageworth Trust Co of South Dakota | 204,535 | $7.27M | 5.8% | -1.3% | 0.066% | |
| 4/29/2026 | Rockwood Wealth Management LLC | 1,774,192 | $63.04M | 4.5% | +1.8% | 0.572% | |
| 4/29/2026 | American Capital Advisory LLC | 353,079 | $12.55M | 5.1% | +13.1% | 0.114% | |
| 4/29/2026 | Jackson Thornton Wealth Management LLC | 286,195 | $10.69M | 0.9% | -0.4% | 0.092% | |
| 4/29/2026 | Corus Family Wealth Advisors | 137,593 | $4.89M | 4.0% | +18.3% | 0.044% | |
| 4/29/2026 | Burney Co. | 967,635 | $34.38M | 1.1% | +8.4% | 0.312% | |
| 4/29/2026 | Oceanside Advisors LLC | 27,844 | $989K | 0.6% | +6.5% | 0.009% | |
| 4/29/2026 | Canvas Wealth Advisors LLC | 38,374 | $1.36M | 0.2% | +258.4% | 0.012% | |
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| 4/28/2026 | Abel Hall LLC | 346,155 | $12.30M | 2.6% | +0.4% | 0.112% | |
| 4/28/2026 | Ascentis Independent Advisors | 21,087 | $749K | 0.1% | +31.5% | 0.007% | |
| 4/28/2026 | Pine Harbor Wealth Management LLC | 1,017,885 | $36.17M | 10.8% | +15.2% | 0.328% | |
| 4/28/2026 | Berger Financial Group Inc | 69,695 | $2.48M | 0.1% | +5.7% | 0.022% | |
| 4/28/2026 | Brighton Jones LLC | 2,078,625 | $73.85M | 3.1% | +2.9% | 0.670% | |
| 4/27/2026 | TCI Wealth Advisors Inc. | 139,106 | $4.94M | 0.3% | +22.6% | 0.045% | |
| 4/27/2026 | HB Wealth Management LLC | 40,462 | $1.44M | 0.0% | +20.3% | 0.013% | |
| 4/27/2026 | Mustard Seed Financial LLC | 19,096 | $678K | 0.4% | -2.8% | 0.006% | |
| 4/27/2026 | BIP Wealth LLC | 90,951 | $3.23M | 0.1% | +24.9% | 0.029% | |
| 4/27/2026 | Baer Investment Advisory LLC | 7,487 | $266K | 0.0% | N/A | 0.002% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 922 | $33K | 0.0% | N/A | 0.000% | |
| 4/27/2026 | Legacy Financial Group Inc. | 96,306 | $3.42M | 0.9% | +2.9% | 0.031% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 44,139 | $1.52M | 0.5% | -0.7% | 0.014% | |
| 4/27/2026 | Gordian Advisors LLC | 69,012 | $2.45M | 1.6% | -2.0% | 0.022% | |
| 4/27/2026 | Private Advisor Group LLC | 128,021 | $4.55M | 0.0% | +9.2% | 0.041% | |
| 4/27/2026 | Financial Plan Inc. | 1,516,156 | $53.87M | 5.8% | +7.6% | 0.489% | |
| 4/27/2026 | Heffernan Advisory Inc. | 177,205 | $6.30M | 5.8% | +7.2% | 0.057% | |
| 4/25/2026 | rebel Financial LLC | 18,486 | $657K | 0.3% | -4.6% | 0.006% | |
| 4/24/2026 | Root Financial Partners LLC | 91,374 | $3.25M | 0.2% | +24.8% | 0.029% | |
| 4/24/2026 | Keb Asset Management LLC | 222,285 | $7.90M | 1.5% | +12.3% | 0.072% | |
| 4/24/2026 | Squire Investment Management Company LLC | 100,200 | $3.56M | 1.0% | +17.5% | 0.032% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 26,876 | $955K | 0.4% | -3.4% | 0.009% | |
| 4/24/2026 | Equita Financial Network Inc. | 5,632 | $200K | 0.1% | N/A | 0.002% | |
| 4/23/2026 | KOM Wealth Management Group LLC | 22,723 | $807K | 0.6% | -31.5% | 0.007% | |
| 4/23/2026 | SJS Investment Consulting Inc. | 1,956,405 | $69.51M | 8.5% | +3.5% | 0.631% | |
| 4/23/2026 | Moss Adams Wealth Advisors LLC | 1,862,542 | $66.18M | 4.8% | +3.9% | 0.600% | |
| 4/23/2026 | Forum Financial Management LP | 16,222,174 | $576.37M | 8.2% | -1.9% | 5.230% | |
| 4/23/2026 | Private Wealth Management Group LLC | 580,784 | $20.64M | 5.4% | -2.6% | 0.187% | |
| 4/23/2026 | Drucker Wealth 3.0 LLC | 51,217 | $1.82M | 0.3% | -6.5% | 0.017% | |
| 4/23/2026 | Avant Financial Advisors LLC | 107,924 | $3.84M | 2.7% | +0.3% | 0.035% | |
| 4/23/2026 | TRU Independence Asset Management 2 LLC | 117,224 | $4.17M | 2.6% | +1.4% | 0.038% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 3,500 | $124K | 0.0% | -42.8% | 0.001% | |
| 4/23/2026 | Apollon Financial LLC | 41,835 | $1.49M | 0.2% | +5.5% | 0.013% | |
| 4/23/2026 | Apollon Wealth Management LLC | 179,987 | $6.40M | 0.1% | -1.1% | 0.058% | |
| 4/22/2026 | First Financial Group Corp | 17,055 | $606K | 0.5% | +25.5% | 0.005% | |
| 4/22/2026 | Hurlow Wealth Management Group Inc. | 776,503 | $27.59M | 6.6% | +9.4% | 0.250% | |
| 4/22/2026 | Aspire Private Capital LLC | 7,079 | $252K | 0.1% | -10.0% | 0.002% | |
| 4/22/2026 | Millburn Ridgefield LLC DE | 1,549,030 | $55.04M | 1.2% | +6.5% | 0.499% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 14,144 | $503K | 0.0% | +100.0% | 0.005% | |
| 4/22/2026 | Vannoy Advisory Group Inc. | 618,312 | $21.97M | 13.9% | -1.1% | 0.199% | |
| 4/22/2026 | Foundry Financial LLC | 437,867 | $15.56M | 6.6% | +16.9% | 0.141% | |
| 4/22/2026 | Tassel Capital Management Inc. | 970,099 | $34.47M | 18.7% | +2.2% | 0.313% | |
| 4/21/2026 | RCS Financial Planning LLC | 303,850 | $10.80M | 5.6% | -2.4% | 0.098% | |
| 4/21/2026 | Topsail Wealth Management LLC | 6,089 | $216K | 0.0% | +116.7% | 0.002% | |
| 4/21/2026 | AA Financial Advisors LLC | 509,880 | $18.12M | 2.6% | +465.9% | 0.164% | |
| 4/21/2026 | BCU Wealth Advisors LLC | 1,073,062 | $38.13M | 14.2% | -1.0% | 0.346% | |
| 4/21/2026 | Maseco LLP | 3,168,524 | $112.59M | 3.5% | +10.1% | 1.021% | |
| 4/21/2026 | Penobscot Wealth Management | 246,022 | $8.74M | 2.6% | +3.9% | 0.079% | |
| 4/21/2026 | Peirce Capital Management LLC | 78,115 | $2.78M | 1.1% | -10.6% | 0.025% | |
| 4/21/2026 | Hoxton Planning & Management LLC | 19,526 | $694K | 0.2% | -17.9% | 0.006% | |
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| 4/21/2026 | KFG Wealth Management LLC | 335,562 | $11.92M | 1.5% | +7.7% | 0.108% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 15,587 | $554K | 0.0% | -9.1% | 0.005% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 8,381 | $298K | 0.0% | N/A | 0.003% | |
| 4/20/2026 | 25 LLC | 41,427 | $1.47M | 0.5% | +1.3% | 0.013% | |
| 4/20/2026 | Watchman Group Inc. | 432,729 | $15.38M | 3.7% | +2.1% | 0.140% | |
| 4/20/2026 | Global Financial Private Client LLC | 27,704 | $984K | 0.3% | N/A | 0.009% | |
| 4/20/2026 | Strategent Financial LLC | 158,066 | $5.62M | 3.8% | +10.5% | 0.051% | |
| 4/20/2026 | Live Oak Private Wealth LLC | 82,248 | $2.92M | 0.4% | +2.9% | 0.027% | |
| 4/20/2026 | Blue Trust Inc. | 18,794 | $668K | 0.0% | +17.1% | 0.006% | |
| 4/20/2026 | Aspen Capital Management LLC | 2,275,858 | $80.86M | 20.0% | +0.3% | 0.734% | |