| 10/8/2026 | Grove Bank & Trust | 7,932 | $8.45M | 0.8% | +3.8% | 0.001% | |
| 10/8/2026 | Green Alpha Advisors LLC | 5,830 | $6.21M | 4.2% | -12.3% | 0.001% | |
| 10/8/2026 | Financial Enhancement Group LLC | 204 | $222K | 0.0% | N/A | 0.000% | |
| 10/8/2026 | Conrad Siegel Investment Advisors Inc. | 464 | $494K | 0.1% | +8.4% | 0.000% | |
| 10/8/2026 | Hamilton Capital LLC | 1,389 | $1.48M | 0.1% | +51.3% | 0.000% | |
| 10/8/2026 | Davis Capital Management | 123 | $131K | 0.1% | +101.6% | 0.000% | |
| 10/8/2026 | Overbrook Management Corp | 24,714 | $26.32M | 4.2% | +74.8% | 0.002% | |
| 10/8/2026 | Meadowbrook Wealth Management LLC | 730 | $778K | 0.8% | +58.0% | 0.000% | |
| 10/8/2026 | Sapient Capital LLC | 62,959 | $67.06M | 0.9% | -1.2% | 0.006% | |
| 10/8/2026 | Westwind Capital | 1,800 | $1.92M | 0.5% | -5.3% | 0.000% | |
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| 10/8/2026 | Atwood & Palmer Inc. | 125 | $133K | 0.0% | N/A | 0.000% | |
| 10/8/2026 | Zevenbergen Capital Investments LLC | 144,500 | $153.91M | 3.6% | -16.9% | 0.013% | |
| 10/8/2026 | Artemis Investment Management LLP | 4,634 | $4.94M | 0.0% | -93.0% | 0.000% | |
| 10/8/2026 | Aletheian Wealth Advisors LLC | 914 | $974K | 0.4% | +1.6% | 0.000% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 859 | $915K | 0.1% | -48.6% | 0.000% | |
| 10/8/2026 | Titleist Asset Management LLC | 2,301 | $2.45M | 0.2% | -13.2% | 0.000% | |
| 10/8/2026 | Everhart Financial Group Inc. | 11,506 | $12.26M | 0.7% | +2.7% | 0.001% | |
| 10/8/2026 | Gradient Investments LLC | 4,835 | $5.15M | 0.1% | N/A | 0.000% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 11,851 | $12.62M | 0.3% | +13.6% | 0.001% | |
| 10/8/2026 | Veracity Capital LLC | 3,554 | $3.79M | 1.0% | -5.1% | 0.000% | |
| 10/8/2026 | Burr Financial Services LLC | 9,383 | $9.99M | 6.1% | -6.0% | 0.001% | |
| 10/8/2026 | Tactive Advisors LLC | 2,286 | $2.44M | 0.6% | -18.2% | 0.000% | |
| 10/8/2026 | New Covenant Trust Company N.A. | 1,325 | $1.41M | 1.0% | +30.7% | 0.000% | |
| 10/8/2026 | Quintet Private Bank Europe S.A. | 30,924 | $32.94M | 1.5% | +519.1% | 0.003% | |
| 10/8/2026 | Toth Financial Advisory Corp | 5,866 | $6.25M | 0.6% | -3.1% | 0.001% | |
| 10/8/2026 | Whalen Wealth Management Inc. | 2,724 | $2.90M | 1.3% | +73.4% | 0.000% | |
| 10/8/2026 | Vann Equity Management LLC | 3,126 | $3.33M | 2.0% | +13.8% | 0.000% | |
| 10/8/2026 | HWG Holdings LP | 4,492 | $4.78M | 1.1% | N/A | 0.000% | |
| 10/8/2026 | FSA Investment Group LLC | 214 | $228K | 0.1% | N/A | 0.000% | |
| 10/8/2026 | Puff Wealth Management LLC | 288 | $307K | 0.3% | -54.4% | 0.000% | |
| 10/7/2026 | Steph & Co. | 29 | $31K | 0.0% | N/A | 0.000% | |
| 10/7/2026 | KFA Private Wealth Group LLC | 322 | $344K | 0.1% | +20.6% | 0.000% | |
| 10/7/2026 | Retirement Wealth Solutions LLC | 147 | $157K | 0.1% | +47.0% | 0.000% | |
| 10/7/2026 | Cooper Financial Group | 8,407 | $8.96M | 0.7% | +6.2% | 0.001% | |
| 10/7/2026 | Elm3 Financial Group LLC | 796 | $848K | 0.6% | N/A | 0.000% | |
| 10/7/2026 | Canandaigua National Bank & Trust Co. | 247 | $263K | 0.0% | N/A | 0.000% | |
| 10/7/2026 | Baring Financial LLC | 408 | $435K | 0.2% | -32.3% | 0.000% | |
| 10/7/2026 | Boston Standard Wealth Management LLC | 500 | $533K | 0.1% | -28.6% | 0.000% | |
| 10/7/2026 | Greenfield Savings Bank | 315 | $336K | 0.1% | N/A | 0.000% | |
| 10/7/2026 | Investors Research Corp | 141 | $150K | 0.0% | +13.7% | 0.000% | |
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| 10/7/2026 | Rhodes Investment Advisors Inc. ADV | 350 | $373K | 0.3% | -14.2% | 0.000% | |
| 10/7/2026 | Decision Investments Inc. | 462 | $492K | 0.4% | -15.4% | 0.000% | |
| 10/7/2026 | Wealth Enhancement Trust Services Inc. | 5,415 | $5.77M | 0.6% | +38.8% | 0.000% | |
| 10/7/2026 | MFA Wealth Advisors LLC | 4,425 | $4.71M | 0.5% | +16.9% | 0.000% | |
| 10/7/2026 | S.E.E.D. Planning Group LLC | 306 | $326K | 0.1% | N/A | 0.000% | |
| 10/7/2026 | North Point Portfolio Managers Corp OH | 265 | $282K | 0.1% | N/A | 0.000% | |
| 10/7/2026 | MRA Advisory Group | 473 | $504K | 0.2% | N/A | 0.000% | |
| 10/7/2026 | Wealth Group Ltd | 291 | $313K | 0.1% | +13.7% | 0.000% | |
| 10/7/2026 | PFW Advisors LLC | 251 | $267K | 0.1% | +41.8% | 0.000% | |
| 10/7/2026 | Lake Hills Wealth Management LLC | 925 | $985K | 0.5% | +16.8% | 0.000% | |
| 10/7/2026 | McAlister Sweet & Associates Inc. | 510 | $543K | 0.5% | -75.5% | 0.000% | |
| 10/7/2026 | American National Bank & Trust | 358 | $381K | 0.0% | +4.1% | 0.000% | |
| 10/7/2026 | Worth Asset Management LLC | 2,391 | $2.55M | 0.7% | -27.5% | 0.000% | |
| 10/7/2026 | Matrix Trust Co | 816 | $869K | 0.1% | -2.2% | 0.000% | |
| 10/7/2026 | Crumly & Associates Inc. | 957 | $1.02M | 0.2% | +36.5% | 0.000% | |
| 10/7/2026 | First Community Trust NA | 2,852 | $3.04M | 1.0% | +8.1% | 0.000% | |
| 10/7/2026 | Legacy Solutions LLC | 221 | $235K | 0.2% | +11.1% | 0.000% | |
| 10/7/2026 | Weaver Consulting Group | 994 | $1.06M | 0.2% | +8.8% | 0.000% | |
| 10/7/2026 | Glynn Capital Management LLC | 44 | $47K | 0.0% | -29.0% | 0.000% | |
| 10/7/2026 | Nautilus Advisors LLC | 305 | $325K | 0.2% | -7.6% | 0.000% | |
| 10/6/2026 | Juncture Wealth Strategies LLC | 1,067 | $1.14M | 0.3% | -7.8% | 0.000% | |
| 10/6/2026 | Congress Asset Management Co. | 118,460 | $126.17M | 0.8% | +99.0% | 0.010% | |
| 10/6/2026 | Moody National Bank Trust Division | 7,565 | $8.06M | 0.6% | -5.2% | 0.001% | |
| 10/6/2026 | Bank of New Hampshire | 4,877 | $5.20M | 1.1% | -21.4% | 0.000% | |
| 10/6/2026 | Roth Financial Partners LLC | 420 | $447K | 0.1% | N/A | 0.000% | |
| 10/6/2026 | Private Capital Advisors Inc. | 6,715 | $7.15M | 0.6% | +379.6% | 0.001% | |
| 10/6/2026 | Paladin Partners LLC | 2,090 | $2.23M | 1.5% | N/A | 0.000% | |
| 10/6/2026 | Iowa State Bank | 6,047 | $6.44M | 1.0% | +2.8% | 0.001% | |
| 10/6/2026 | Ables Iannone Moore & Associates Inc. | 237 | $252K | 0.1% | +5.3% | 0.000% | |
| 10/6/2026 | Byrne Asset Management LLC | 2,341 | $2.57M | 1.4% | +25.1% | 0.000% | |
| 10/6/2026 | Legacy Private Trust Co. | 1,878 | $2M | 0.1% | +295.4% | 0.000% | |
| 10/6/2026 | Central Pacific Bank Trust Division | 4,973 | $5.30M | 0.6% | +4.0% | 0.000% | |
| 10/5/2026 | Rosenberg Matthew Hamilton | 1,257 | $1.34M | 0.2% | +4.4% | 0.000% | |
| 10/5/2026 | Box Hill Private Wealth LLC | 1,114 | $1.19M | 0.9% | -1.1% | 0.000% | |
| 10/5/2026 | Norman Fields Gottscho Capital Management LLC | 12,022 | $12.81M | 4.3% | -0.4% | 0.001% | |
| 10/5/2026 | Olistico Wealth LLC | 172 | $183K | 0.1% | +138.9% | 0.000% | |
| 10/5/2026 | Park National Corp OH | 22,625 | $24.10M | 0.7% | +667.7% | 0.002% | |
| 10/5/2026 | Baker Tilly Wealth Management LLC | 1,518 | $1.62M | 0.3% | +30.2% | 0.000% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 100,197 | $106.72M | 1.3% | +3.8% | 0.009% | |
| 10/5/2026 | CapWealth Advisors LLC | 1,065 | $1.13M | 0.1% | +1.9% | 0.000% | |
| 10/5/2026 | Adelphi Trust Co | 578 | $616K | 0.4% | +31.4% | 0.000% | |
| 10/5/2026 | Eastern Bank | 39,857 | $42.45M | 0.6% | +101.1% | 0.004% | |
| 10/5/2026 | Rockland Trust Co. | 322 | $343K | 0.0% | +54.1% | 0.000% | |
| 10/5/2026 | Collective Family Office LLC | 1,167 | $1.24M | 0.3% | -7.0% | 0.000% | |
| 10/5/2026 | MassMutual Private Wealth & Trust FSB | 5,720 | $6.09M | 0.2% | +29.8% | 0.001% | |
| 10/2/2026 | Silverleafe Capital Partners LLC | 5,742 | $6.12M | 1.7% | +8.2% | 0.001% | |
| 10/2/2026 | First Citizens Financial Corp | 221 | $235K | 0.1% | +15.1% | 0.000% | |
| 10/2/2026 | Polaris Financial Partners | 5,662 | $6.08M | 2.8% | N/A | 0.001% | |
| 10/2/2026 | Boltwood Capital Management | 759 | $808K | 0.2% | +66.8% | 0.000% | |
| 10/2/2026 | CX Institutional | 29,635 | $31.56M | 0.8% | +307.6% | 0.003% | |
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| 10/2/2026 | Planning Strategies Inc. | 182 | $194K | 0.1% | +89.6% | 0.000% | |
| 10/2/2026 | Private Client Services LLC | 1,493 | $1.59M | 0.4% | -4.5% | 0.000% | |
| 10/2/2026 | Global Wealth Strategies & Associates | 200 | $213K | 0.0% | N/A | 0.000% | |
| 10/2/2026 | Versant Capital Management Inc | 4,854 | $5.17M | 0.4% | +3.3% | 0.000% | |
| 10/1/2026 | Noble Wealth Management PBC | 449 | $479K | 0.2% | +4.4% | 0.000% | |
| 10/1/2026 | Burkett Financial Services LLC | 112 | $119K | 0.0% | N/A | 0.000% | |
| 10/1/2026 | Doliver Advisors LP | 4,174 | $4.45M | 1.0% | +4.3% | 0.000% | |
| 10/1/2026 | Hickory Point Bank & Trust | 1,180 | $1.26M | 0.8% | +490.0% | 0.000% | |
| 10/1/2026 | Montecito Bank & Trust | 5,414 | $5.77M | 0.9% | +0.3% | 0.000% | |
| 10/1/2026 | LBJ Family Wealth Advisors Ltd. | 336 | $358K | 0.2% | N/A | 0.000% | |