| 7/15/2026 | Signature Estate & Investment Advisors LLC | 37,275 | $3.19M | 0.1% | -4.8% | 0.002% | |
| 7/15/2026 | Cardinal Point Capital Management ULC | 14,229 | $1.22M | 0.1% | -6.2% | 0.001% | |
| 7/15/2026 | Plancorp LLC | 37,431 | $3.14M | 0.1% | +32.1% | 0.002% | |
| 7/15/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,842 | $756K | 0.0% | +53.8% | 0.000% | |
| 7/15/2026 | Burney Co. | 5,730 | $490K | 0.0% | -29.6% | 0.000% | |
| 7/15/2026 | Trellis Wealth Advisors LLC | 115,259 | $9.85M | 3.4% | -0.9% | 0.006% | |
| 7/15/2026 | XY Planning Network Inc. | 141,044 | $12.06M | 1.5% | +4.1% | 0.008% | |
| 7/15/2026 | Davidson Kahn Capital Management LLC | 149,714 | $12.82M | 5.5% | +19.5% | 0.008% | |
| 7/15/2026 | QRG Capital Management Inc. | 12,683 | $1.08M | 0.0% | +97.8% | 0.001% | |
| 7/15/2026 | B. Riley Wealth Advisors Inc. | 10,248 | $870K | 0.0% | -16.8% | 0.001% | |
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| 7/15/2026 | Successful Portfolios LLC | 25,642 | $2.19M | 1.0% | -2.7% | 0.001% | |
| 7/15/2026 | Octavia Wealth Advisors LLC | 3,083 | $264K | 0.0% | -35.1% | 0.000% | |
| 7/15/2026 | Mountain Capital Investment Advisors Inc. | 4,357 | $372K | 0.1% | +11.7% | 0.000% | |
| 7/14/2026 | YHB Investment Advisors Inc. | 5,713 | $488K | 0.0% | +3.7% | 0.000% | |
| 7/14/2026 | Rolek Wealth Management LLC | 19,924 | $1.70M | 1.0% | +199.1% | 0.001% | |
| 7/14/2026 | Elser Financial Planning Inc | 2,488 | $213K | 0.0% | N/A | 0.000% | |
| 7/14/2026 | American Financial Advisors LLC | 8,345 | $713K | 0.1% | +3.7% | 0.000% | |
| 7/14/2026 | Portside Wealth Group LLC | 30,072 | $2.57M | 0.3% | +0.6% | 0.002% | |
| 7/14/2026 | Upper Left Wealth Management LLC | 38,607 | $3.30M | 1.8% | +7.5% | 0.002% | |
| 7/14/2026 | CWA Asset Management Group LLC | 27,742 | $2.37M | 0.1% | +30.5% | 0.002% | |
| 7/14/2026 | Stordahl Capital Management Inc. | 3,044 | $260K | 0.0% | -7.9% | 0.000% | |
| 7/14/2026 | New Covenant Trust Company N.A. | 128,985 | $11.03M | 8.3% | +1.1% | 0.007% | |
| 7/14/2026 | Brickley Wealth Management | 3,706 | $317K | 0.0% | +8.3% | 0.000% | |
| 7/14/2026 | Cambridge Financial Group LLC | 13,320 | $1.14M | 0.4% | +2.4% | 0.001% | |
| 7/14/2026 | Drucker Wealth 3.0 LLC | 10,743 | $918K | 0.1% | -12.5% | 0.001% | |
| 7/14/2026 | Genesis Private Wealth LLC | 75,071 | $6.42M | 1.8% | +4.4% | 0.004% | |
| 7/14/2026 | Sunflower Bank N.A. | 353,954 | $30.26M | 7.2% | -4.8% | 0.019% | |
| 7/14/2026 | Lynch & Associates IN | 50,868 | $4.35M | 0.8% | +2.5% | 0.003% | |
| 7/14/2026 | Rockwood Wealth Management LLC | 4,743 | $406K | 0.0% | +30.0% | 0.000% | |
| 7/14/2026 | Cherrydale Wealth Management LLC | 254,952 | $21.80M | 5.7% | +1.4% | 0.014% | |
| 7/14/2026 | Gradient Capital Advisors LLC | 56,214 | $4.81M | 1.1% | +0.6% | 0.003% | |
| 7/13/2026 | Falcon Wealth Planning | 11,044 | $944K | 0.1% | +8.1% | 0.001% | |
| 7/13/2026 | Clarity Capital Advisors LLC | 128,733 | $11.01M | 4.6% | +4.4% | 0.007% | |
| 7/13/2026 | FCG Investment Co | 9,832 | $841K | 0.3% | -65.6% | 0.001% | |
| 7/13/2026 | Red Door Wealth Management LLC | 17,465 | $1.49M | 0.1% | +7.9% | 0.001% | |
| 7/13/2026 | Capital Advantage Inc. | 3,891 | $333K | 0.0% | -17.1% | 0.000% | |
| 7/13/2026 | High Probability Advisors LLC | 2,541 | $217K | 0.0% | N/A | 0.000% | |
| 7/13/2026 | Armstrong Advisory Group Inc. | 35,467 | $3.03M | 0.2% | +29.3% | 0.002% | |
| 7/13/2026 | Sentinel Trust Co. LBA | 1,370,361 | $117.15M | 10.4% | -3.0% | 0.075% | |
| 7/13/2026 | Southland Equity Partners LLC | 2,602 | $222K | 0.0% | N/A | 0.000% | |
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| 7/13/2026 | Buttonwood Financial Advisors Inc. | 2,795 | $239K | 0.1% | N/A | 0.000% | |
| 7/13/2026 | McAlister Sweet & Associates Inc. | 71,115 | $6.08M | 3.2% | +1.0% | 0.004% | |
| 7/13/2026 | SteelPeak Wealth LLC | 5,563 | $476K | 0.0% | N/A | 0.000% | |
| 7/13/2026 | DAVENPORT & Co LLC | 47,915 | $4.10M | 0.0% | -15.5% | 0.003% | |
| 7/13/2026 | First City Capital Management Inc. | 17,049 | $1.46M | 0.7% | +169.2% | 0.001% | |
| 7/12/2026 | First Community Trust NA | 18,458 | $1.58M | 0.7% | +3.2% | 0.001% | |
| 7/10/2026 | Abound Wealth Management | 1,828 | $156K | 0.0% | +14.0% | 0.000% | |
| 7/10/2026 | Annex Advisory Services LLC | 2,537 | $217K | 0.0% | N/A | 0.000% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 81,432 | $6.96M | 0.3% | +4.1% | 0.004% | |
| 7/10/2026 | Family Wealth Partners LLC | 25,639 | $2.19M | 0.7% | -0.9% | 0.001% | |
| 7/10/2026 | Sunesis Advisors LLC | 142,206 | $12.16M | 5.0% | +0.6% | 0.008% | |
| 7/10/2026 | Canvas Wealth Advisors LLC | 43,390 | $3.71M | 0.5% | +4.9% | 0.002% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 35,191 | $3.01M | 0.3% | +74.2% | 0.002% | |
| 7/10/2026 | Farrell Financial LLC | 4,031 | $345K | 0.2% | -3.4% | 0.000% | |
| 7/10/2026 | HRC Wealth Management LLC | 14,568 | $1.25M | 0.5% | +3.7% | 0.001% | |
| 7/10/2026 | Ocean Park Asset Management LLC | 19,308 | $1.65M | 0.1% | -25.4% | 0.001% | |
| 7/10/2026 | Diversified Management Inc. | 60,500 | $5.17M | 1.1% | +21.8% | 0.003% | |
| 7/10/2026 | Charles Schwab Trust Co | 6,858 | $586K | 0.0% | +28.8% | 0.000% | |
| 7/10/2026 | Prosperity Planning Inc. | 7,533 | $644K | 0.1% | -2.7% | 0.000% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 3,585 | $307K | 0.0% | N/A | 0.000% | |
| 7/10/2026 | Affiance Financial LLC | 25,331 | $2.17M | 0.3% | -2.9% | 0.001% | |
| 7/10/2026 | FC Advisory LLC | 11,689 | $999K | 0.3% | +2.2% | 0.001% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 110,467 | $9.44M | 1.0% | +61.4% | 0.006% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 34,153 | $2.92M | 0.1% | +15.9% | 0.002% | |
| 7/10/2026 | Warner Financial Inc. | 78,752 | $6.73M | 2.0% | +5.0% | 0.004% | |
| 7/9/2026 | Charis Legacy Partners LLC | 186,940 | $15.98M | 19.7% | +2.4% | 0.010% | |
| 7/9/2026 | Ares Financial Consulting LLC | 32,037 | $2.74M | 1.9% | +0.9% | 0.002% | |
| 7/9/2026 | Asset Advisory Group Inc. | 36,219 | $3.10M | 1.4% | +23.1% | 0.002% | |
| 7/9/2026 | Bay Rivers Group | 9,667 | $826K | 0.3% | N/A | 0.001% | |
| 7/9/2026 | Barry Investment Advisors LLC | 3,357 | $287K | 0.1% | +18.8% | 0.000% | |
| 7/9/2026 | Friday Financial | 45,529 | $3.85M | 1.0% | +1.5% | 0.002% | |
| 7/9/2026 | DiPaolo Financial Group Inc. | 17,017 | $1.46M | 1.0% | -5.7% | 0.001% | |
| 7/9/2026 | Sapient Capital LLC | 44,043 | $3.77M | 0.0% | +97.2% | 0.002% | |
| 7/9/2026 | Atlas Brown Inc. | 5,880 | $503K | 0.1% | +101.1% | 0.000% | |
| 7/9/2026 | Professional Financial Advisors LLC | 334,704 | $28.61M | 4.9% | +3.4% | 0.018% | |
| 7/9/2026 | Focus Financial Network Inc. | 481,632 | $41.18M | 1.3% | +2.8% | 0.026% | |
| 7/9/2026 | Arbor Wealth Advisors LLC | 313,550 | $26.81M | 16.4% | +0.5% | 0.017% | |
| 7/9/2026 | Legacy Wealth Management LLC | 2,780 | $238K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Allied Private Wealth LLC | 1,607 | $136K | 0.1% | N/A | 0.000% | |
| 7/9/2026 | Kastel Capital Advisors LLC | 38,400 | $3.28M | 1.9% | -1.6% | 0.002% | |
| 7/9/2026 | IFC & Insurance Marketing Inc. | 7,471 | $639K | 0.6% | +26.5% | 0.000% | |
| 7/9/2026 | HF Advisory Group LLC | 11,308 | $967K | 0.3% | +15.1% | 0.001% | |
| 7/9/2026 | Arista Wealth Management LLC | 69,202 | $5.92M | 0.6% | -0.5% | 0.004% | |
| 7/9/2026 | Aletheian Wealth Advisors LLC | 3,730 | $319K | 0.1% | -42.4% | 0.000% | |
| 7/9/2026 | Everhart Financial Group Inc. | 36,356 | $3.11M | 0.2% | -15.1% | 0.002% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 54,325 | $4.64M | 0.2% | +311.6% | 0.003% | |
| 7/9/2026 | West Financial Advisors LLC | 26,224 | $2.24M | 0.3% | -3.5% | 0.001% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 57,817 | $4.94M | 0.1% | -5.1% | 0.003% | |
| 7/9/2026 | Worth Asset Management LLC | 4,965 | $424K | 0.1% | N/A | 0.000% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 1,509 | $129K | 0.0% | +37.9% | 0.000% | |
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| 7/8/2026 | Beacon Financial Strategies CORP | 130,455 | $11.15M | 5.5% | +0.9% | 0.007% | |
| 7/8/2026 | Chesley Taft & Associates LLC | 11,813 | $1.01M | 0.0% | -1.5% | 0.001% | |
| 7/8/2026 | Strategic Investment Solutions Inc. IL | 50,105 | $4.28M | 1.0% | -0.5% | 0.003% | |
| 7/8/2026 | First Heartland Consultants Inc. | 84,880 | $7.26M | 0.5% | -4.7% | 0.005% | |
| 7/8/2026 | Kwmg LLC | 4,505 | $385K | 0.0% | -3.2% | 0.000% | |
| 7/8/2026 | Meriwether Wealth & Planning LLC | 135,861 | $11.62M | 5.8% | +40.0% | 0.007% | |
| 7/8/2026 | Factor Wealth Management LTD | 263,407 | $22.52M | 3.4% | +25.6% | 0.015% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 8,571 | $733K | 0.2% | +4.3% | 0.000% | |
| 7/8/2026 | Mallini Complete Financial Planning LLC | 197,475 | $16.88M | 12.0% | -1.5% | 0.011% | |
| 7/8/2026 | Apella Capital LLC | 187,570 | $15.88M | 0.2% | -6.0% | 0.011% | |