| 10/10/2026 | Integrated Financial Solutions Inc. | 22,280 | $1.55M | 0.8% | +7.0% | 0.001% | |
| 10/10/2026 | HF Advisory Group LLC | 10,760 | $749K | 0.2% | N/A | 0.000% | |
| 10/10/2026 | Dupree Financial Group LLC | 4,418 | $307K | 0.1% | +40.7% | 0.000% | |
| 10/10/2026 | Armstrong Advisory Group Inc. | 5,259 | $366K | 0.0% | -13.3% | 0.000% | |
| 10/10/2026 | Oak Grove Capital LLC | 236,595 | $16.46M | 0.7% | -12.7% | 0.006% | |
| 10/10/2026 | Sherry Group Inc. | 20,326 | $1.41M | 1.3% | +11.1% | 0.000% | |
| 10/10/2026 | Jacobs & Co. CA | 174,772 | $12.16M | 1.1% | +6.4% | 0.004% | |
| 10/10/2026 | ANB Bank | 11,743 | $817K | 0.3% | +17.6% | 0.000% | |
| 10/10/2026 | Valley Wealth Managers Inc. | 10,617 | $739K | 0.0% | +17.1% | 0.000% | |
| 10/9/2026 | Mirador Capital Partners LP | 134,253 | $9.34M | 1.1% | +17.5% | 0.003% | |
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| 10/9/2026 | Fell Capital Management ADV | 6,025 | $419K | 0.4% | -5.1% | 0.000% | |
| 10/9/2026 | Capital Advisors Wealth Management LLC | 11,069 | $770K | 0.1% | +5.6% | 0.000% | |
| 10/9/2026 | Kaizen Financial Strategies | 4,081 | $284K | 0.1% | -11.3% | 0.000% | |
| 10/9/2026 | RFG Bristol Wealth Advisors LLC | 16,246 | $1.13M | 0.3% | -13.6% | 0.000% | |
| 10/9/2026 | Biltmore Wealth Management LLC | 3,338 | $232K | 0.1% | -24.9% | 0.000% | |
| 10/9/2026 | Sound Income Strategies LLC | 19,908 | $1.43M | 0.0% | -1.7% | 0.000% | |
| 10/9/2026 | Balefire LLC | 5,721 | $398K | 0.1% | -29.2% | 0.000% | |
| 10/9/2026 | David J Yvars Group | 5,290 | $368K | 0.2% | -9.8% | 0.000% | |
| 10/9/2026 | Bill Few Associates Inc. | 5,755 | $400K | 0.1% | +21.4% | 0.000% | |
| 10/9/2026 | Thryve Wealth Management LLC | 3,694 | $257K | 0.1% | -7.9% | 0.000% | |
| 10/9/2026 | Avity Investment Management Inc. | 16,665 | $1.16M | 0.1% | -67.7% | 0.000% | |
| 10/9/2026 | Bullock Wealth Management Group | 16,973 | $1.15M | 0.5% | +2.1% | 0.000% | |
| 10/9/2026 | Riversedge Advisors LLC | 3,809 | $265K | 0.0% | +13.4% | 0.000% | |
| 10/9/2026 | Wedmont Private Capital | 116,842 | $8.36M | 0.2% | +9.3% | 0.003% | |
| 10/9/2026 | Intelligence Driven Advisers LLC | 8,609 | $599K | 0.1% | +4.7% | 0.000% | |
| 10/9/2026 | Journey Retirement Planning & Investment Management LLC | 20,407 | $1.42M | 1.0% | -22.2% | 0.000% | |
| 10/9/2026 | BOS Asset Management LLC | 7,801 | $543K | 0.1% | +51.5% | 0.000% | |
| 10/9/2026 | Central Bank & Trust Co. | 34,055 | $2.37M | 0.4% | +1.7% | 0.001% | |
| 10/9/2026 | Brown Shipley& Co Ltd | 24,670 | $1.72M | 0.8% | +6.3% | 0.001% | |
| 10/9/2026 | Insight Wealth Strategies LLC | 6,026 | $419K | 0.0% | +2.8% | 0.000% | |
| 10/9/2026 | Douglas Lane & Associates LLC | 8,012 | $557K | 0.0% | -2.1% | 0.000% | |
| 10/9/2026 | Cypress Asset Management Inc. TX | 5,295 | $368K | 0.1% | -51.6% | 0.000% | |
| 10/9/2026 | McNaughton Wealth Management LLC | 3,685 | $256K | 0.1% | +22.4% | 0.000% | |
| 10/9/2026 | Vilga Financial Planning LLC | 3,163 | $220K | 0.1% | -11.8% | 0.000% | |
| 10/9/2026 | Breakwater Capital Group | 7,156 | $498K | 0.1% | -6.9% | 0.000% | |
| 10/9/2026 | Chapin Davis Inc. | 4,404 | $306K | 0.1% | N/A | 0.000% | |
| 10/9/2026 | LifeGoal Investments LLC | 4,351 | $303K | 0.1% | +19.8% | 0.000% | |
| 10/9/2026 | Monument Capital Management | 10,912 | $759K | 0.2% | +1.4% | 0.000% | |
| 10/9/2026 | Pacifica Partners Inc. | 1,970 | $134K | 0.0% | +97.0% | 0.000% | |
| 10/9/2026 | Emergent Wealth Advisors LLC | 6,994 | $487K | 0.2% | +121.2% | 0.000% | |
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| 10/9/2026 | Stableford Capital II LLC | 13,680 | $952K | 0.3% | +6.7% | 0.000% | |
| 10/9/2026 | Mn Services Vermogensbeheer B.V. | 1,245,090 | $86.63M | 0.6% | +1.5% | 0.030% | |
| 10/9/2026 | Green Ridge Wealth Planning LLC | 6,669 | $464K | 0.2% | -9.8% | 0.000% | |
| 10/9/2026 | Acropolis Investment Management LLC | 6,791 | $473K | 0.0% | +48.0% | 0.000% | |
| 10/9/2026 | GAMMA Investing LLC | 122,727 | $8.54M | 0.3% | +9.5% | 0.003% | |
| 10/9/2026 | Bell Asset Management Ltd | 60,716 | $4.23M | 1.6% | -21.8% | 0.001% | |
| 10/8/2026 | Grove Bank & Trust | 26,524 | $1.85M | 0.2% | -11.8% | 0.001% | |
| 10/8/2026 | Professional Advisory Services Inc. | 251,989 | $17.53M | 2.1% | N/A | 0.006% | |
| 10/8/2026 | Sapient Capital LLC | 176,024 | $12.25M | 0.2% | -62.0% | 0.004% | |
| 10/8/2026 | Westwind Capital | 1,310 | $91K | 0.0% | -99.5% | 0.000% | |
| 10/8/2026 | CoreCap Advisors LLC | 54,175 | $3.77M | 0.1% | -30.1% | 0.001% | |
| 10/8/2026 | Zevenbergen Capital Investments LLC | 106,535 | $7.41M | 0.2% | -81.7% | 0.003% | |
| 10/8/2026 | Aletheian Wealth Advisors LLC | 4,034 | $281K | 0.1% | +4.8% | 0.000% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 81,522 | $5.67M | 0.4% | -2.1% | 0.002% | |
| 10/8/2026 | Apella Capital LLC | 34,674 | $2.42M | 0.0% | +54.8% | 0.001% | |
| 10/8/2026 | Everhart Financial Group Inc. | 34,622 | $2.41M | 0.1% | -5.1% | 0.001% | |
| 10/8/2026 | Gradient Investments LLC | 269,854 | $18.78M | 0.3% | +4.2% | 0.006% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 21,689 | $1.51M | 0.0% | -17.9% | 0.001% | |
| 10/8/2026 | Tactive Advisors LLC | 8,067 | $561K | 0.1% | +4.7% | 0.000% | |
| 10/8/2026 | New Covenant Trust Company N.A. | 6,597 | $459K | 0.3% | +9.9% | 0.000% | |
| 10/8/2026 | Quintet Private Bank Europe S.A. | 385,704 | $26.84M | 1.2% | +50.0% | 0.009% | |
| 10/8/2026 | Toth Financial Advisory Corp | 4,063 | $283K | 0.0% | -21.1% | 0.000% | |
| 10/8/2026 | Whalen Wealth Management Inc. | 22,933 | $1.60M | 0.7% | +5.9% | 0.001% | |
| 10/8/2026 | Vann Equity Management LLC | 6,123 | $426K | 0.3% | -49.9% | 0.000% | |
| 10/8/2026 | City Center Advisors LLC | 6,272 | $436K | 0.3% | -33.6% | 0.000% | |
| 10/8/2026 | Puff Wealth Management LLC | 2,882 | $201K | 0.2% | N/A | 0.000% | |
| 10/7/2026 | Elevation Wealth Partners LLC | 1,001 | $70K | 0.0% | +122.0% | 0.000% | |
| 10/7/2026 | Cooper Financial Group | 27,974 | $1.95M | 0.2% | -7.9% | 0.001% | |
| 10/7/2026 | Elm3 Financial Group LLC | 5,972 | $416K | 0.3% | N/A | 0.000% | |
| 10/7/2026 | Canandaigua National Trust Co of Florida | 9,200 | $640K | 0.4% | N/A | 0.000% | |
| 10/7/2026 | Canandaigua National Bank & Trust Co. | 18,594 | $1.29M | 0.1% | N/A | 0.000% | |
| 10/7/2026 | Persium Advisors LLC | 12,253 | $853K | 0.4% | +14.4% | 0.000% | |
| 10/7/2026 | Rhodes Investment Advisors Inc. ADV | 24,067 | $1.68M | 1.2% | +80.4% | 0.001% | |
| 10/7/2026 | Wealth Enhancement Trust Services Inc. | 38,583 | $2.69M | 0.3% | +4.7% | 0.001% | |
| 10/7/2026 | S.E.E.D. Planning Group LLC | 16,828 | $1.17M | 0.3% | N/A | 0.000% | |
| 10/7/2026 | North Point Portfolio Managers Corp OH | 93,102 | $6.48M | 1.2% | -18.6% | 0.002% | |
| 10/7/2026 | MRA Advisory Group | 7,863 | $547K | 0.2% | +162.8% | 0.000% | |
| 10/7/2026 | PFW Advisors LLC | 3,683 | $256K | 0.1% | +6.1% | 0.000% | |
| 10/7/2026 | Strong Retirement Solutions LLC | 18,591 | $1.29M | 0.7% | +13.1% | 0.000% | |
| 10/7/2026 | American National Bank & Trust | 3,549 | $247K | 0.0% | -6.8% | 0.000% | |
| 10/7/2026 | Worth Asset Management LLC | 5,662 | $394K | 0.1% | +11.3% | 0.000% | |
| 10/7/2026 | Crumly & Associates Inc. | 22,515 | $1.57M | 0.3% | +7.3% | 0.001% | |
| 10/7/2026 | Waller Financial Planning Group Inc. | 6,001 | $418K | 0.1% | +4.5% | 0.000% | |
| 10/7/2026 | Weaver Consulting Group | 3,964 | $276K | 0.1% | -5.8% | 0.000% | |
| 10/7/2026 | Nautilus Advisors LLC | 52,749 | $3.67M | 2.3% | +2.2% | 0.001% | |
| 10/6/2026 | Bangor Savings Bank | 10,237 | $712K | 0.1% | -7.0% | 0.000% | |
| 10/6/2026 | Congress Asset Management Co. | 189,186 | $13.16M | 0.1% | -7.2% | 0.005% | |
| 10/6/2026 | Moody National Bank Trust Division | 53,264 | $3.71M | 0.3% | +59.2% | 0.001% | |
| 10/6/2026 | Private Capital Advisors Inc. | 177,186 | $12.33M | 1.1% | +0.7% | 0.004% | |
| 10/6/2026 | RVW Wealth LLC | 4,188 | $291K | 0.0% | +6.2% | 0.000% | |
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| 10/6/2026 | Iowa State Bank | 25,302 | $1.76M | 0.3% | +3.2% | 0.001% | |
| 10/6/2026 | Legacy Private Trust Co. | 47,609 | $3.31M | 0.2% | +5.0% | 0.001% | |
| 10/6/2026 | Central Pacific Bank Trust Division | 32,316 | $2.25M | 0.2% | +1.7% | 0.001% | |
| 10/5/2026 | Box Hill Private Wealth LLC | 4,778 | $332K | 0.2% | -5.9% | 0.000% | |
| 10/5/2026 | Ridgewood Investments LLC | 7,936 | $552K | 0.2% | -12.1% | 0.000% | |
| 10/5/2026 | Kennon Green & Company LLC | 3,444 | $240K | 0.2% | +14.6% | 0.000% | |
| 10/5/2026 | Park National Corp OH | 557,880 | $38.82M | 1.0% | -0.3% | 0.013% | |
| 10/5/2026 | Neville Rodie & Shaw Inc. | 7,580 | $527K | 0.0% | -46.5% | 0.000% | |
| 10/5/2026 | Baker Tilly Wealth Management LLC | 30,656 | $2.13M | 0.4% | +2.1% | 0.001% | |
| 10/5/2026 | Eastover Investment Advisors LLC | 112,257 | $7.81M | 3.3% | N/A | 0.003% | |