| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 73,946 | $3.47M | 0.1% | -2.3% | 0.050% | |
| 6/15/2026 | J. R. Prunier Capital Management LLC | 31,215 | $1.47M | 0.6% | -38.3% | 0.021% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 410,508 | $19.33M | 1.2% | +20.9% | 0.279% | |
| 6/9/2026 | Contango Wealth Management LLC | 221,710 | $10.44M | 12.2% | -20.1% | 0.151% | |
| 6/3/2026 | NewEdge Advisors LLC | 51,768 | $2.44M | 0.0% | -8.5% | 0.035% | |
| 5/27/2026 | Allen Capital Group LLC | 1,470,695 | $69.24M | 6.2% | +20.8% | 1.001% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 40,813 | $1.93M | 0.0% | N/A | 0.028% | |
| 5/22/2026 | Verus Capital Partners LLC | 592,576 | $27.90M | 1.9% | +10.5% | 0.403% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 62,544 | $2.95M | 0.2% | +6.3% | 0.043% | |
| 5/19/2026 | Western Wealth Management LLC | 1,604 | $76K | 0.0% | N/A | 0.001% | |
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| 5/19/2026 | NewEdge Advisors LLC | 51,768 | $2.44M | 0.0% | -8.5% | 0.035% | |
| 5/19/2026 | Bank of America Corp DE | 5,376,654 | $253.13M | 0.0% | -9.1% | 3.660% | |
| 5/19/2026 | Centaurus Financial Inc. | 2,189 | $103K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 42,191 | $1.99M | 0.0% | N/A | 0.029% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 62,544 | $2.95M | 0.2% | +6.3% | 0.043% | |
| 5/18/2026 | Royal Bank of Canada | 733,242 | $34.52M | 0.0% | +15.4% | 0.499% | |
| 5/15/2026 | Waverly Advisors LLC | 5,151 | $242K | 0.0% | +17.1% | 0.004% | |
| 5/15/2026 | Stadion Money Management LLC | 297,345 | $14.00M | 1.4% | +1.3% | 0.202% | |
| 5/14/2026 | Renaissance Technologies LLC | 5,172 | $243K | 0.0% | N/A | 0.004% | |
| 5/14/2026 | Modern Wealth Management LLC | 2,186,266 | $102.49M | 1.8% | +19.4% | 1.488% | |
| 5/14/2026 | First Washington CORP | 1,545,169 | $72.75M | 20.6% | +88.6% | 1.052% | |
| 5/14/2026 | Greenline Wealth Management LLC | 46,257 | $2.18M | 2.5% | +3.0% | 0.031% | |
| 5/14/2026 | Lido Advisors LLC | 61,219 | $2.88M | 0.0% | +4.5% | 0.042% | |
| 5/13/2026 | Cetera Investment Advisers | 2,096,483 | $98.70M | 0.1% | +11.2% | 1.427% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 966,425 | $45.50M | 0.0% | +21.8% | 0.658% | |
| 5/8/2026 | Johnson Financial Group Inc. | 576,938 | $27.16M | 1.0% | +8.3% | 0.393% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 42,652 | $2.01M | 1.0% | +5.5% | 0.029% | |
| 5/7/2026 | Florida Financial Advisors LLC | 6,994 | $329K | 0.1% | +42.6% | 0.005% | |
| 5/7/2026 | Grant Street Asset Management Inc. | 1,759,697 | $82.85M | 16.0% | +3.0% | 1.198% | |
| 5/7/2026 | Basepoint Wealth LLC | 1,926 | $91K | 0.1% | N/A | 0.001% | |
| 5/6/2026 | IMA Advisory Services Inc. | 579,129 | $27.27M | 2.7% | +2.0% | 0.394% | |
| 5/6/2026 | Assetmark Inc. | 2,689 | $127K | 0.0% | -46.9% | 0.002% | |
| 5/6/2026 | Independent Financial Group LLC | 52,216 | $2.46M | 0.1% | N/A | 0.036% | |
| 5/5/2026 | BCGM Wealth Management LLC | 67,560 | $3.18M | 0.8% | -2.1% | 0.046% | |
| 5/5/2026 | D.A. Davidson & CO. | 540,435 | $25.44M | 0.2% | +25.7% | 0.368% | |
| 5/5/2026 | Bank of New York Mellon Corp | 577,757 | $27.20M | 0.0% | +351.7% | 0.393% | |
| 5/5/2026 | Nolet Wealth Management LLC | 27,943 | $1.32M | 0.7% | +17.7% | 0.019% | |
| 5/5/2026 | Gentry Private Wealth LLC | 37,212 | $1.75M | 1.1% | +53.3% | 0.025% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 17,312 | $815K | 0.0% | +16.8% | 0.012% | |
| 5/5/2026 | SouthState Bank Corp | 386,936 | $18.22M | 0.9% | -3.8% | 0.263% | |
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| 5/5/2026 | Sanctuary Advisors LLC | 174,829 | $8.23M | 0.0% | +22.6% | 0.119% | |
| 5/5/2026 | Sterling Investment Advisors Ltd. | 27,695 | $1.30M | 0.2% | +2.5% | 0.019% | |
| 5/5/2026 | Sigma Planning Corp | 18,677 | $879K | 0.0% | +25.9% | 0.013% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 1,674,613 | $78.84M | 2.2% | +2.9% | 1.140% | |
| 5/4/2026 | Retirement Planning Group LLC | 30,520 | $1.44M | 0.0% | -2.9% | 0.021% | |
| 5/4/2026 | Kellett Wealth Advisors LLC | 152,848 | $7.20M | 3.9% | N/A | 0.104% | |
| 5/4/2026 | Uptick Partners LLC | 8,163 | $384K | 0.1% | -35.0% | 0.006% | |
| 5/2/2026 | Diversify Wealth Management LLC | 36,710 | $1.72M | 0.0% | +324.7% | 0.025% | |
| 5/2/2026 | Valmark Advisers Inc. | 54,839 | $2.58M | 0.0% | N/A | 0.037% | |
| 5/1/2026 | Fifth Third Bancorp | 14,627 | $689K | 0.0% | +6,315.4% | 0.010% | |
| 5/1/2026 | Summit Financial Strategies Inc. | 2,639,364 | $124.26M | 9.8% | +7.7% | 1.797% | |
| 5/1/2026 | 46 Peaks LLC | 610,925 | $28.76M | 20.9% | +2.2% | 0.416% | |
| 5/1/2026 | Financial Connections Group Inc. | 345,985 | $16.29M | 5.7% | +3.8% | 0.236% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 561,371 | $26.43M | 5.5% | +14.8% | 0.382% | |
| 4/30/2026 | Torren Management LLC | 778 | $37K | 0.0% | N/A | 0.001% | |
| 4/30/2026 | Kestra Advisory Services LLC | 532,813 | $25.09M | 0.1% | -31.6% | 0.363% | |
| 4/30/2026 | Money Concepts Capital Corp | 152,155 | $7.16M | 0.4% | +104.1% | 0.104% | |
| 4/30/2026 | Base Wealth Management LLC | 152,342 | $7.17M | 4.0% | +28.5% | 0.104% | |
| 4/30/2026 | Capital Planning LLC | 92,923 | $4.38M | 1.4% | -0.3% | 0.063% | |
| 4/29/2026 | Arbor Trust Wealth Advisors LLC | 229,340 | $10.80M | 4.7% | -4.1% | 0.156% | |
| 4/29/2026 | WealthPLAN Partners LLC | 50,583 | $2.38M | 0.5% | +249.0% | 0.034% | |
| 4/28/2026 | Bogart Wealth LLC | 1,570,632 | $73.95M | 2.8% | +4.0% | 1.069% | |
| 4/28/2026 | Ascentis Independent Advisors | 28,901 | $1.36M | 0.1% | N/A | 0.020% | |
| 4/28/2026 | Stephens Inc. AR | 464,349 | $21.86M | 0.3% | -2.8% | 0.316% | |
| 4/28/2026 | Berger Financial Group Inc | 875,258 | $41.21M | 2.3% | -0.9% | 0.596% | |
| 4/28/2026 | Core Wealth Advisors LLC | 341,844 | $16.09M | 12.4% | +5.3% | 0.233% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 587,402 | $27.66M | 3.6% | +12.3% | 0.400% | |
| 4/28/2026 | Whitegate Investment Counselors Inc. | 159,003 | $7.49M | 2.4% | +7.1% | 0.108% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 4,440 | $209K | 0.0% | N/A | 0.003% | |
| 4/28/2026 | WBH Advisory Inc. | 193,227 | $9.06M | 0.7% | +6.9% | 0.132% | |
| 4/27/2026 | HB Wealth Management LLC | 14,422,179 | $676.22M | 4.4% | +16.5% | 9.818% | |
| 4/27/2026 | Sierra Ocean LLC | 248,277 | $11.69M | 9.6% | +3.4% | 0.169% | |
| 4/27/2026 | World Investment Advisors | 75,780 | $3.57M | 0.1% | -1.6% | 0.052% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 153,367 | $7.22M | 0.7% | +2.2% | 0.104% | |
| 4/27/2026 | Trademark Financial Management LLC | 229,244 | $10.79M | 5.3% | +20.2% | 0.156% | |
| 4/25/2026 | Patten Group Inc. | 87,025 | $4.10M | 0.7% | +7.2% | 0.059% | |
| 4/25/2026 | Axis Wealth Partners LLC | 17,188 | $809K | 0.4% | +16.8% | 0.012% | |
| 4/25/2026 | Royal Harbor Partners LLC | 428,161 | $20.16M | 6.8% | -28.6% | 0.291% | |
| 4/25/2026 | Clarity Wealth Advisors LLC | 244,810 | $11.53M | 2.4% | +9.3% | 0.167% | |
| 4/25/2026 | Smithbridge Asset Management Inc. DE | 246,469 | $11.60M | 1.7% | -47.1% | 0.168% | |
| 4/24/2026 | Essex Financial Services Inc. | 138,856 | $6.54M | 0.4% | +74.1% | 0.095% | |
| 4/24/2026 | Merited Wealth LLC | 107,008 | $5.04M | 4.2% | +185.3% | 0.073% | |
| 4/24/2026 | Semus Wealth Partners LLC | 6,535 | $308K | 0.2% | +10.9% | 0.004% | |
| 4/24/2026 | DeLarme Wealth Management Inc. | 30,950 | $1.46M | 0.9% | +4.9% | 0.021% | |
| 4/24/2026 | First Pacific Financial | 2,005,687 | $94.43M | 12.2% | +4.2% | 1.365% | |
| 4/23/2026 | KOM Wealth Management Group LLC | 97,183 | $4.58M | 3.1% | +34.3% | 0.066% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 7,085 | $334K | 0.0% | N/A | 0.005% | |
| 4/23/2026 | Moss Adams Wealth Advisors LLC | 2,625,401 | $123.60M | 9.0% | +2.3% | 1.787% | |
| 4/23/2026 | Etesian Wealth Advisors Inc. | 45,704 | $2.15M | 0.7% | +1.9% | 0.031% | |
| 4/23/2026 | Continuum Advisory LLC | 713,740 | $33.60M | 3.2% | +7.9% | 0.486% | |
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| 4/23/2026 | Detalus Advisors LLC | 11,690 | $550K | 0.1% | N/A | 0.008% | |
| 4/23/2026 | Apollon Wealth Management LLC | 154,480 | $7.27M | 0.1% | +3.4% | 0.105% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 3,568,823 | $168.02M | 0.4% | +27.5% | 2.429% | |
| 4/22/2026 | Towne Trust Company N.A | 50,103 | $2.36M | 0.8% | +19.9% | 0.034% | |
| 4/22/2026 | Mayfair Advisory Group LLC | 81,134 | $3.82M | 1.3% | +22.3% | 0.055% | |
| 4/22/2026 | Econ Financial Services Corp | 241,594 | $11.37M | 5.3% | +30.0% | 0.164% | |
| 4/21/2026 | Sequent Planning LLC | 30,612 | $1.44M | 0.3% | +33.8% | 0.021% | |
| 4/21/2026 | Wesbanco Bank Inc. | 158,809 | $7.48M | 0.2% | +98.1% | 0.108% | |
| 4/21/2026 | Unique Wealth LLC | 7,413 | $349K | 0.0% | N/A | 0.005% | |
| 4/21/2026 | Independent Wealth Network Inc. | 22,478 | $1.06M | 0.3% | +3.2% | 0.015% | |