| 7/10/2026 | Fiduciary Financial Group LLC | 3,964 | $524K | 0.1% | +12.5% | 0.004% | |
| 7/10/2026 | Farrell Financial LLC | 98,026 | $12.96M | 7.0% | -0.7% | 0.101% | |
| 7/10/2026 | Wealth Group Ltd | 25,258 | $3.34M | 0.6% | +0.6% | 0.026% | |
| 7/10/2026 | Scott Capital Advisors LLC | 14,606 | $1.93M | 0.3% | +4.1% | 0.015% | |
| 7/10/2026 | Warner Financial Inc. | 3,170 | $419K | 0.1% | +27.1% | 0.003% | |
| 7/9/2026 | Focus Financial Network Inc. | 5,496 | $727K | 0.0% | +6.1% | 0.006% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 4,175 | $552K | 0.0% | N/A | 0.004% | |
| 7/9/2026 | West Financial Advisors LLC | 18,386 | $2.43M | 0.4% | -1.5% | 0.019% | |
| 7/9/2026 | Ledgewood Wealth Advisors LLC | 1,855 | $245K | 0.1% | -6.7% | 0.002% | |
| 7/9/2026 | Strategic Point Investment Advisors LLC | 23,880 | $3.16M | 0.4% | +0.7% | 0.025% | |
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| 7/9/2026 | Affinity Capital Advisors LLC | 26,153 | $3.48M | 0.4% | -2.7% | 0.027% | |
| 7/8/2026 | Platt Investment Counsel LLC | 348,831 | $46.13M | 30.9% | +0.5% | 0.358% | |
| 7/8/2026 | Chesley Taft & Associates LLC | 1,903 | $252K | 0.0% | N/A | 0.002% | |
| 7/8/2026 | Trust Point Inc. | 2,267 | $300K | 0.0% | N/A | 0.002% | |
| 7/8/2026 | First Heartland Consultants Inc. | 2,337 | $309K | 0.0% | N/A | 0.002% | |
| 7/8/2026 | Factor Wealth Management LTD | 4,951 | $655K | 0.1% | -14.6% | 0.005% | |
| 7/8/2026 | NerdWallet Wealth Partners LLC | 1,553 | $205K | 0.1% | N/A | 0.002% | |
| 7/8/2026 | Mallini Complete Financial Planning LLC | 29,154 | $3.86M | 2.8% | -0.8% | 0.030% | |
| 7/8/2026 | Apella Capital LLC | 415,255 | $54.93M | 0.8% | +0.4% | 0.426% | |
| 7/8/2026 | Stonehearth Capital Management LLC | 34,233 | $4.53M | 1.5% | -3.9% | 0.035% | |
| 7/7/2026 | Post Resch Tallon Group Inc. | 1,571 | $208K | 0.1% | N/A | 0.002% | |
| 7/7/2026 | Integral Investment Advisors Inc. | 4,921 | $651K | 0.1% | +4.8% | 0.005% | |
| 7/7/2026 | CGN Advisors LLC | 23,238 | $3.07M | 0.2% | -7.6% | 0.024% | |
| 7/7/2026 | Boston Standard Wealth Management LLC | 79,946 | $10.62M | 1.5% | +1.0% | 0.082% | |
| 7/2/2026 | Atmos Advisory LLC | 23,083 | $3.05M | 1.6% | +3.0% | 0.024% | |
| 6/22/2026 | Sapient Capital LLC | 17,094 | $1.92M | 0.0% | -30.4% | 0.018% | |
| 6/3/2026 | Parallel Advisors LLC | 17,353 | $1.95M | 0.0% | -49.5% | 0.018% | |
| 6/3/2026 | NewEdge Advisors LLC | 24,994 | $2.81M | 0.0% | -20.0% | 0.026% | |
| 5/22/2026 | WNY Asset Management LLC | 4,087 | $459K | 0.0% | N/A | 0.004% | |
| 5/19/2026 | Western Wealth Management LLC | 625 | $70K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | McIlrath & Eck LLC | 2,228 | $250K | 0.0% | +6.3% | 0.002% | |
| 5/19/2026 | NewEdge Advisors LLC | 24,994 | $2.81M | 0.1% | -20.0% | 0.026% | |
| 5/19/2026 | Bank of America Corp DE | 577,767 | $64.87M | 0.0% | +2.2% | 0.593% | |
| 5/18/2026 | Royal Bank of Canada | 459,249 | $51.56M | 0.0% | +0.7% | 0.471% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 6,774 | $761K | 0.0% | -15.6% | 0.007% | |
| 5/15/2026 | Waverly Advisors LLC | 9,391 | $1.05M | 0.0% | -10.5% | 0.010% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 3,817 | $429K | 0.0% | -18.6% | 0.004% | |
| 5/14/2026 | Pennington Partners & CO. LLC | 26,069 | $2.93M | 1.0% | -42.9% | 0.027% | |
| 5/14/2026 | Compound Planning Inc. | 11,783 | $1.32M | 0.0% | -6.3% | 0.012% | |
| 5/14/2026 | Davis R M Inc. | 24,177 | $2.71M | 0.0% | -1.9% | 0.025% | |
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| 5/14/2026 | Lido Advisors LLC | 32,790 | $3.68M | 0.0% | -2.2% | 0.034% | |
| 5/13/2026 | Cetera Investment Advisers | 60,627 | $6.81M | 0.0% | +1.1% | 0.062% | |
| 5/13/2026 | Cambridge Associates LLC MA ADV | 212,729 | $23.88M | 0.4% | +6.3% | 0.218% | |
| 5/13/2026 | WealthCollab LLC | 16,380 | $1.84M | 0.8% | +0.8% | 0.017% | |
| 5/8/2026 | Atlantic Private Wealth LLC | 43,089 | $4.84M | 3.2% | +1.6% | 0.044% | |
| 5/8/2026 | Glenview Trust Co | 19,297 | $2.17M | 0.0% | +4.6% | 0.020% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 266 | $30K | 0.0% | N/A | 0.000% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 3,850 | $432K | 0.0% | +2.8% | 0.004% | |
| 5/7/2026 | Hollencrest Capital Management | 1,920 | $216K | 0.0% | +38.3% | 0.002% | |
| 5/7/2026 | Human Investing LLC | 151,472 | $17.01M | 2.5% | +3.8% | 0.155% | |
| 5/7/2026 | Scarborough Advisors LLC | 1,480 | $166K | 0.0% | N/A | 0.002% | |
| 5/7/2026 | Parallel Advisors LLC | 17,353 | $1.95M | 0.0% | -49.5% | 0.018% | |
| 5/7/2026 | Arjuna Capital | 17,475 | $1.96M | 0.5% | +0.7% | 0.018% | |
| 5/7/2026 | ANB Bank | 9,327 | $1.05M | 0.4% | -5.3% | 0.010% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 51,103 | $5.74M | 0.1% | +56.2% | 0.052% | |
| 5/6/2026 | Modera Wealth Management LLC | 28,106 | $3.16M | 0.0% | -3.3% | 0.029% | |
| 5/6/2026 | Assetmark Inc. | 268 | $30K | 0.0% | -86.5% | 0.000% | |
| 5/6/2026 | Gould Asset Management LLC CA | 38,914 | $4.37M | 0.8% | +3.6% | 0.040% | |
| 5/6/2026 | Avalon Trust Co | 375 | $42K | 0.0% | +50.0% | 0.000% | |
| 5/6/2026 | Ashford Advisors LLC | 35,896 | $4.03M | 0.9% | -78.9% | 0.037% | |
| 5/6/2026 | One Day In July LLC | 111,749 | $12.55M | 1.0% | +5.9% | 0.115% | |
| 5/6/2026 | Thayer Partners LLC MA | 16,465 | $1.85M | 0.9% | +0.9% | 0.017% | |
| 5/6/2026 | Birchwood Financial Partners Inc. | 5,918 | $664K | 0.6% | +24.6% | 0.006% | |
| 5/5/2026 | Wealthfront Advisers LLC | 1,790,108 | $200.98M | 0.4% | +13.6% | 1.837% | |
| 5/5/2026 | D.A. Davidson & CO. | 47,207 | $5.30M | 0.0% | -2.0% | 0.048% | |
| 5/5/2026 | Marks Group Wealth Management Inc | 2,289 | $257K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Bank of New York Mellon Corp | 61,496 | $6.90M | 0.0% | +29.6% | 0.063% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 7,239 | $813K | 0.2% | +2.9% | 0.007% | |
| 5/5/2026 | Sanctuary Advisors LLC | 14,309 | $1.61M | 0.0% | +1.3% | 0.015% | |
| 5/5/2026 | Cornerstone Advisory LLC | 1,933 | $217K | 0.0% | -4.2% | 0.002% | |
| 5/5/2026 | Fortress Financial Solutions LLC | 9,614 | $1.08M | 1.1% | +4.7% | 0.010% | |
| 5/4/2026 | Summit Wealth Group LLC | 19,193 | $2.16M | 0.5% | -3.1% | 0.020% | |
| 5/4/2026 | AMG National Trust Bank | 87,266 | $9.80M | 0.2% | +6.3% | 0.090% | |
| 5/4/2026 | NWF Advisory Services Inc. | 3,870 | $434K | 0.0% | +6.2% | 0.004% | |
| 5/4/2026 | Nadler Financial Group Inc. | 2,175 | $244K | 0.0% | N/A | 0.002% | |
| 5/2/2026 | Silver Oak Advisory Group Inc. | 15,026 | $1.69M | 0.7% | +11.4% | 0.015% | |
| 5/2/2026 | Valmark Advisers Inc. | 29,977 | $3.37M | 0.0% | +5.3% | 0.031% | |
| 5/2/2026 | Pittenger & Anderson Inc. | 717 | $80K | 0.0% | +118.6% | 0.001% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 7,907 | $888K | 0.0% | -3.0% | 0.008% | |
| 5/1/2026 | Fifth Third Bancorp | 1,954 | $219K | 0.0% | +297.2% | 0.002% | |
| 5/1/2026 | Financial Connections Group Inc. | 166,585 | $18.70M | 6.5% | -4.6% | 0.171% | |
| 5/1/2026 | Relyea Zuckerberg Hanson LLC | 69,148 | $7.76M | 0.8% | -0.4% | 0.071% | |
| 4/30/2026 | IMPACTfolio LLC | 499,729 | $56.11M | 23.8% | -2.1% | 0.513% | |
| 4/30/2026 | Millstone Evans Group LLC | 7,019 | $788K | 0.5% | +47.4% | 0.007% | |
| 4/30/2026 | Ibex Wealth Advisors | 3,475 | $390K | 0.0% | N/A | 0.004% | |
| 4/30/2026 | Pearl Planning LLC | 58,628 | $6.58M | 3.5% | +2.9% | 0.060% | |
| 4/30/2026 | Kestra Advisory Services LLC | 8,080 | $907K | 0.0% | -16.3% | 0.008% | |
| 4/30/2026 | Sageworth Trust Co | 37,613 | $4.22M | 0.2% | +5.7% | 0.039% | |
| 4/29/2026 | Golden Road Advisors LLC | 7,681 | $862K | 0.5% | +2.2% | 0.008% | |
| 4/29/2026 | Marino Stram & Associates LLC | 12,362 | $1.39M | 0.2% | -0.8% | 0.013% | |
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| 4/29/2026 | Silver Oak Wealth Advisors Services LLC | 148,097 | $16.63M | 10.8% | +0.3% | 0.152% | |
| 4/29/2026 | Kiley Juergens Wealth Management LLC | 3,226 | $362K | 0.1% | N/A | 0.003% | |
| 4/28/2026 | Arbor Investment Advisors LLC | 11,420 | $1.28M | 0.2% | +1.9% | 0.012% | |
| 4/28/2026 | Libra Wealth LLC | 53,524 | $6.01M | 1.7% | +0.7% | 0.055% | |
| 4/28/2026 | Westfuller Advisors LLC | 25,860 | $2.90M | 1.3% | -46.2% | 0.027% | |
| 4/28/2026 | Integral Investment Advisors Inc. | 4,696 | $527K | 0.1% | +15.4% | 0.005% | |
| 4/28/2026 | Whitegate Investment Counselors Inc. | 2,269 | $255K | 0.1% | -4.2% | 0.002% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 31,635 | $3.55M | 0.2% | -0.3% | 0.032% | |
| 4/27/2026 | PFG Investments LLC | 36,984 | $4.15M | 0.2% | +0.2% | 0.038% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 7,250 | $814K | 0.1% | +4.4% | 0.007% | |