| 10/2/2026 | Polaris Financial Partners | 5,579 | $476K | 0.2% | N/A | 0.000% | |
| 10/2/2026 | CX Institutional | 2,968 | $252K | 0.0% | +76.2% | 0.000% | |
| 10/2/2026 | GoalVest Advisory LLC | 2,421 | $206K | 0.0% | -16.1% | 0.000% | |
| 10/2/2026 | Versant Capital Management Inc | 11,199 | $951K | 0.1% | +1,093.9% | 0.001% | |
| 10/1/2026 | Burkett Financial Services LLC | 5,528 | $470K | 0.1% | +3,513.1% | 0.000% | |
| 10/1/2026 | Coastline Trust Co | 1,621 | $138K | 0.0% | +14.1% | 0.000% | |
| 9/25/2026 | Atomic Invest LLC | 1,836,573 | $155.95M | 13.7% | +888.1% | 0.097% | |
| 9/23/2026 | QRG Capital Management Inc. | 12,683 | $1.08M | 0.0% | +97.8% | 0.001% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 1,193,241 | $102.01M | 0.4% | +2.2% | 0.063% | |
| 9/18/2026 | Security National Bank of SO Dak | 5,468 | $467K | 0.2% | +40.1% | 0.000% | |
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| 9/18/2026 | Security National Bank of Sioux City Iowa IA | 15,165 | $1.30M | 0.5% | +95.0% | 0.001% | |
| 9/17/2026 | Wellington Altus USA Inc. | 6,376 | $545K | 0.4% | -24.5% | 0.000% | |
| 9/15/2026 | Anchor Investment Management LLC | 11,852 | $1.01M | 0.1% | -2.0% | 0.001% | |
| 9/15/2026 | Cherry Tree Wealth Management LLC | 83,387 | $7.13M | 1.3% | -1.0% | 0.005% | |
| 9/9/2026 | Capstone Financial Advisors Inc. | 1,153,621 | $98.62M | 4.8% | +0.3% | 0.063% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 177,910 | $15.21M | 0.1% | -4.6% | 0.010% | |
| 9/9/2026 | Tidal Investments LLC | 2,152,807 | $184.04M | 0.3% | +2.5% | 0.118% | |
| 9/9/2026 | IPG Investment Advisors LLC | 5,284 | $452K | 0.1% | +36.5% | 0.000% | |
| 9/9/2026 | Capital Analysts LLC | 3,019 | $258K | 0.0% | +6.5% | 0.000% | |
| 9/9/2026 | Summit Financial Strategies Inc. | 3,116 | $266K | 0.0% | +4.7% | 0.000% | |
| 9/9/2026 | Capital Advantage Inc. | 3,891 | $333K | 0.0% | -17.1% | 0.000% | |
| 9/9/2026 | Pinnacle Wealth Management Advisory Group LLC | 51,771 | $4.43M | 0.3% | -12.0% | 0.003% | |
| 9/9/2026 | NorthRock Partners LLC | 17,780 | $1.52M | 0.0% | -17.2% | 0.001% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 296,442 | $25.34M | 0.1% | +26.7% | 0.016% | |
| 9/9/2026 | Community Bank N.A. | 2,331 | $199K | 0.0% | -19.6% | 0.000% | |
| 9/9/2026 | RFG Advisory LLC | 55,277 | $4.73M | 0.1% | -43.3% | 0.003% | |
| 9/9/2026 | NewEdge Advisors LLC | 420,091 | $35.91M | 0.1% | +85.9% | 0.023% | |
| 9/9/2026 | IFP Advisors Inc | 196,113 | $16.77M | 0.3% | +10.0% | 0.011% | |
| 9/9/2026 | Roble Belko & Company Inc | 1,102,361 | $94.24M | 10.2% | +5.6% | 0.060% | |
| 9/9/2026 | Squarepoint Ops LLC | 15,318 | $1.31M | 0.0% | -86.4% | 0.001% | |
| 9/9/2026 | Baird Financial Group Inc. | 78,482 | $6.71M | 0.0% | +12.0% | 0.004% | |
| 9/9/2026 | XY Planning Network Inc. | 141,044 | $12.06M | 1.5% | +4.1% | 0.008% | |
| 9/8/2026 | Hudock Inc. | 22,673 | $1.94M | 0.2% | +11.3% | 0.001% | |
| 9/8/2026 | Allworth Financial LP | 450,615 | $38.52M | 0.2% | -0.2% | 0.025% | |
| 9/8/2026 | Waverly Advisors LLC | 259,347 | $22.17M | 0.1% | -24.7% | 0.014% | |
| 9/8/2026 | Empirical Finance LLC | 37,060 | $3.17M | 0.1% | -35.0% | 0.002% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 89,342 | $7.64M | 0.5% | +9.1% | 0.005% | |
| 9/3/2026 | Anchor Capital Advisors LLC | 7,361 | $629K | 0.0% | N/A | 0.000% | |
| 9/2/2026 | 1607 Capital Partners LLC | 7,361 | $629K | 0.0% | N/A | 0.000% | |
| 9/2/2026 | Range Advisory LLC | 80,609 | $6.89M | 0.8% | +8.4% | 0.004% | |
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| 9/2/2026 | Capital & Planning LLC | 2,359 | $202K | 0.1% | N/A | 0.000% | |
| 8/27/2026 | Corient Private Wealth LP | 1,990,294 | $170.15M | 0.2% | -7.2% | 0.109% | |
| 8/26/2026 | Schulz Wealth LTD. | 178,505 | $15.26M | 8.0% | N/A | 0.010% | |
| 8/24/2026 | Serenity Investment Advisors | 77,118 | $6.76M | 2.9% | +35.1% | 0.004% | |
| 8/23/2026 | Tanager Wealth Management LLP | 83,725 | $7.16M | 0.6% | +4.8% | 0.005% | |
| 8/23/2026 | Atlantic Private Wealth LLC | 100,331 | $8.58M | 5.1% | +1.7% | 0.005% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 39,802 | $3.40M | 0.1% | +1,062.8% | 0.002% | |
| 8/23/2026 | Guardian Wealth Advisors LLC NC | 90,597 | $7.75M | 0.4% | +2.3% | 0.005% | |
| 8/23/2026 | Wedmont Private Capital | 301,098 | $25.70M | 0.7% | +107.9% | 0.016% | |
| 8/23/2026 | Kintra Wealth LLC | 20,645 | $1.81M | 0.1% | +9.2% | 0.001% | |
| 8/23/2026 | Endeavor Private Wealth Inc. | 15,665 | $1.34M | 0.3% | -1.1% | 0.001% | |
| 8/23/2026 | Sovereign Investment Advisors LLC | 60,482 | $5.17M | 1.0% | +0.4% | 0.003% | |
| 8/23/2026 | Operose Advisors LLC | 3,362 | $287K | 0.1% | N/A | 0.000% | |
| 8/23/2026 | Drystone LLC | 244,750 | $20.92M | 17.2% | -1.4% | 0.013% | |
| 8/23/2026 | HB Wealth Management LLC | 8,363,846 | $707.52M | 4.0% | +3.7% | 0.457% | |
| 8/23/2026 | Gibson Wealth Advisors LLC | 231,843 | $19.83M | 12.4% | -0.7% | 0.013% | |
| 8/23/2026 | Angeles Wealth Management LLC | 1,720,778 | $147.12M | 5.7% | +4.7% | 0.094% | |
| 8/23/2026 | Azimuth Capital Investment Management LLC | 71,557 | $6.12M | 0.2% | -0.8% | 0.004% | |
| 8/23/2026 | Unique Wealth LLC | 20,414 | $1.75M | 0.2% | +251.4% | 0.001% | |
| 8/23/2026 | Kaydan Wealth Management Inc. | 18,380 | $1.57M | 0.5% | +13.0% | 0.001% | |
| 8/22/2026 | Advisory Solutions Group LLC | 46,363 | $3.96M | 1.3% | N/A | 0.003% | |
| 8/22/2026 | XP Advisory US Inc. | 280,137 | $23.95M | 13.1% | N/A | 0.015% | |
| 8/22/2026 | Compass Financial Management LLC | 1,214 | $104K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | NI Acquisitions Company LLC | 1,105 | $94K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Maloon Powers Pitre Higgins & Dennehy LLC | 5,940 | $508K | 0.2% | N/A | 0.000% | |
| 8/22/2026 | Markowski Investments | 9,789 | $837K | 0.2% | N/A | 0.001% | |
| 8/22/2026 | Montgomery Financial Services LLC | 975 | $83K | 0.1% | N/A | 0.000% | |
| 8/22/2026 | Timbuktu Capital Management LLC | 335 | $29K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Hopwood Nicholas Hunter | 3,198 | $273K | 0.1% | N/A | 0.000% | |
| 8/22/2026 | SVRN Asset Management LLC | 292,857 | $25.04M | 12.9% | +114.6% | 0.016% | |
| 8/22/2026 | Cornerstone Advisors Asset Management LLC | 27,172 | $2.32M | 0.3% | -9.1% | 0.001% | |
| 8/22/2026 | Jim Saulnier & Associates LLC | 12,088 | $1.03M | 0.5% | +65.7% | 0.001% | |
| 8/22/2026 | Comprehensive Financial Planning Inc. PA | 2,808 | $240K | 0.1% | +254.1% | 0.000% | |
| 8/22/2026 | Valued Retirements Inc. | 2,415 | $206K | 0.2% | N/A | 0.000% | |
| 8/22/2026 | Investor s Fiduciary Advisor Network LLC | 10,744 | $918K | 0.3% | +105.4% | 0.001% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 218,124 | $18.44M | 0.0% | +24.7% | 0.012% | |
| 8/22/2026 | Premier Path Wealth Partners LLC | 14,873 | $1.27M | 0.1% | -29.0% | 0.001% | |
| 8/22/2026 | United Community Bank | 78,736 | $6.73M | 2.2% | +34.0% | 0.004% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 123,425 | $10.55M | 0.1% | +328.3% | 0.007% | |
| 8/21/2026 | High Net Worth Advisory Group LLC | 13,124 | $1.12M | 0.2% | +0.9% | 0.001% | |
| 8/21/2026 | Leo H. Evart Inc. | 4,191 | $358K | 0.3% | +195.3% | 0.000% | |
| 8/21/2026 | Athena Investment Management | 8,277 | $708K | 0.4% | -8.2% | 0.000% | |
| 8/21/2026 | Beacon Capital Management LLC | 10,691 | $914K | 0.1% | +33.7% | 0.001% | |
| 8/21/2026 | Aletheian Wealth Advisors LLC | 3,730 | $319K | 0.1% | -42.4% | 0.000% | |
| 8/21/2026 | Waycross Investment Management Co | 8,144 | $696K | 0.4% | +39.8% | 0.000% | |
| 8/21/2026 | Mayport LLC | 79,824 | $6.82M | 1.1% | +9.8% | 0.004% | |
| 8/21/2026 | Continuum Advisory LLC | 46,159 | $3.95M | 0.3% | +8.8% | 0.003% | |
| 8/21/2026 | Safeguard Investment Advisory Group LLC | 2,630 | $225K | 0.1% | N/A | 0.000% | |
| 8/21/2026 | EMC Capital Management | 414 | $35K | 0.0% | N/A | 0.000% | |
| 8/21/2026 | Coppell Advisory Solutions LLC | 9,919 | $848K | 0.2% | N/A | 0.001% | |
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| 8/21/2026 | Pacifica Partners Inc. | 3,082 | $261K | 0.1% | +120.1% | 0.000% | |
| 8/21/2026 | Natural Investments LLC | 2,405 | $205K | 0.0% | -14.9% | 0.000% | |
| 8/21/2026 | Cairn Investment Group Inc. | 311,629 | $26.64M | 11.3% | +1.3% | 0.017% | |
| 8/21/2026 | XML Financial LLC | 6,767 | $578K | 0.0% | +70.4% | 0.000% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 6,162 | $527K | 0.1% | +82.4% | 0.000% | |
| 8/21/2026 | Tsfg LLC | 7,218 | $617K | 0.1% | +1.9% | 0.000% | |
| 8/21/2026 | Lionsbridge Wealth Management LLC | 10,099 | $863K | 0.7% | -8.6% | 0.001% | |
| 8/21/2026 | KFA Private Wealth Group LLC | 28,326 | $2.42M | 0.7% | +5.6% | 0.002% | |
| 8/21/2026 | First Citizens Financial Corp | 6,802 | $582K | 0.2% | -9.0% | 0.000% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 7,887 | $672K | 0.1% | +6.5% | 0.000% | |