| 5/6/2026 | Birchwood Financial Partners Inc. | 478 | $32K | 0.0% | N/A | 0.018% | |
| 5/5/2026 | MB Generational Wealth LLC | 6,361 | $423K | 0.2% | -5.2% | 0.236% | |
| 5/2/2026 | Vestment Financial LLC | 7,792 | $519K | 0.3% | +4.1% | 0.289% | |
| 4/30/2026 | Mason & Associates Inc | 14,356 | $924K | 0.2% | +3.4% | 0.532% | |
| 4/30/2026 | Team Hewins LLC | 6,791 | $452K | 0.1% | -3.1% | 0.252% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 7,055 | $470K | 0.1% | -4.6% | 0.261% | |
| 4/27/2026 | HB Wealth Management LLC | 4,987 | $332K | 0.0% | -22.0% | 0.185% | |
| 4/27/2026 | Private Advisor Group LLC | 4,356 | $290K | 0.0% | N/A | 0.161% | |
| 4/27/2026 | Trademark Financial Management LLC | 3,073 | $205K | 0.1% | -72.4% | 0.114% | |
| 4/23/2026 | Apollon Wealth Management LLC | 8,523 | $567K | 0.0% | +25.7% | 0.316% | |
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| 4/21/2026 | Maseco LLP | 435,371 | $29.00M | 0.9% | N/A | 16.125% | |
| 3/2/2026 | Sankala Group LLC | 1,323 | $86K | 0.1% | N/A | 0.049% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 32,281 | $2.10M | 0.0% | +17.9% | 1.196% | |
| 2/18/2026 | EP Wealth Advisors LLC | 3,865 | $251K | 0.0% | N/A | 0.143% | |
| 2/16/2026 | Focus Partners Wealth | 151,473 | $9.84M | 0.0% | -3.8% | 5.610% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,201 | $78K | 0.0% | N/A | 0.044% | |
| 2/13/2026 | Burton Enright Welch | 5,900 | $383K | 0.1% | N/A | 0.219% | |
| 2/12/2026 | Jane Street Group LLC | 49,115 | $3.19M | 0.0% | +50.2% | 1.819% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 43,277 | $2.81M | 0.0% | +1.4% | 1.603% | |
| 2/12/2026 | Riverwater Partners LLC | 125,369 | $8.15M | 3.2% | +6.1% | 4.643% | |
| 2/12/2026 | Trailhead Planners LLC | 38,290 | $2.49M | 2.4% | N/A | 1.418% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 5,147 | $334K | 0.0% | -34.3% | 0.191% | |
| 2/11/2026 | LPL Financial LLC | 11,871 | $771K | 0.0% | +11.4% | 0.440% | |
| 2/11/2026 | Curio Wealth LLC | 5,176 | $335K | 0.1% | +19.7% | 0.192% | |
| 2/10/2026 | Greenspring Advisors LLC | 9,449 | $614K | 0.0% | N/A | 0.350% | |
| 2/10/2026 | Savant Capital LLC | 13,526 | $879K | 0.0% | -3.0% | 0.501% | |
| 2/6/2026 | HighTower Advisors LLC | 65,972 | $4.29M | 0.0% | -6.6% | 2.443% | |
| 2/3/2026 | WealthShield Partners LLC | 1,300 | $84K | 0.0% | N/A | 0.048% | |
| 1/30/2026 | Torren Management LLC | 1,752 | $114K | 0.1% | N/A | 0.065% | |
| 1/28/2026 | Trademark Financial Management LLC | 11,129 | $723K | 0.4% | +46.2% | 0.412% | |
| 1/28/2026 | Financial Plan Inc. | 3,166 | $206K | 0.0% | N/A | 0.117% | |
| 1/26/2026 | Asset Dedication LLC | 10,106 | $657K | 0.0% | +1.5% | 0.374% | |
| 1/26/2026 | Kelman Lazarov Inc. | 3,732 | $242K | 0.0% | -12.7% | 0.138% | |
| 1/23/2026 | Highland Financial Advisors LLC | 22,685 | $1.47M | 0.4% | -1.3% | 0.873% | |
| 1/23/2026 | ABLE Financial Group LLC | 3,975 | $258K | 0.1% | +11.8% | 0.153% | |
| 1/23/2026 | Vestment Financial LLC | 7,486 | $504K | 0.3% | -2.6% | 0.288% | |
| 1/22/2026 | Apollon Wealth Management LLC | 6,780 | $440K | 0.0% | -2.1% | 0.261% | |
| 1/21/2026 | Signature Resources Capital Management LLC | 2,136 | $139K | 0.1% | +42.3% | 0.082% | |
| 1/21/2026 | Walkner Condon Financial Advisors LLC | 7,397 | $481K | 0.1% | +8.1% | 0.285% | |
| 1/20/2026 | Northland Capital Management LLC | 14,294 | $929K | 0.5% | +2.6% | 0.550% | |
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| 1/14/2026 | Leonard Rickey Investment Advisors P.L.L.C. | 5,549 | $361K | 0.1% | N/A | 0.213% | |
| 1/14/2026 | Accurate Wealth Management LLC | 5,767 | $388K | 0.0% | N/A | 0.222% | |
| 11/24/2025 | Opes Wealth Management LLC | 22,487 | $1.43M | 0.2% | -0.8% | 0.899% | |
| 11/20/2025 | Asset Dedication LLC | 9,961 | $633K | 0.0% | -9.3% | 0.398% | |
| 11/17/2025 | Susquehanna International Group LLP | 7,160 | $455K | 0.0% | -67.0% | 0.286% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 27,379 | $1.74M | 0.0% | N/A | 1.095% | |
| 11/17/2025 | Focus Partners Wealth | 157,498 | $10.01M | 0.0% | +5.2% | 6.300% | |
| 11/17/2025 | Citadel Advisors LLC | 20,457 | $1.30M | 0.0% | -61.1% | 0.818% | |
| 11/12/2025 | Focus Partners Advisor Solutions LLC | 7,833 | $516K | 0.0% | N/A | 0.313% | |
| 11/12/2025 | Kelman Lazarov Inc. | 4,277 | $272K | 0.0% | -9.8% | 0.171% | |
| 11/12/2025 | Journey Strategic Wealth LLC | 15,272 | $971K | 0.0% | +4.9% | 0.611% | |
| 11/12/2025 | Willow Creek Wealth Management Inc. | 137,460 | $8.74M | 0.7% | +0.5% | 5.498% | |
| 11/7/2025 | HighTower Advisors LLC | 70,656 | $4.49M | 0.0% | +30.9% | 2.826% | |
| 11/6/2025 | Wealthstream Advisors Inc. | 8,042 | $511K | 0.1% | -16.8% | 0.322% | |
| 11/6/2025 | MB Generational Wealth LLC | 6,842 | $435K | 0.3% | N/A | 0.274% | |
| 11/6/2025 | LexAurum Advisors LLC | 8,341 | $530K | 0.1% | -3.2% | 0.334% | |
| 11/5/2025 | Savant Capital LLC | 13,939 | $886K | 0.0% | +34.3% | 0.558% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 3,782 | $240K | 0.0% | -13.2% | 0.151% | |
| 11/3/2025 | Truist Financial Corp | 3,686 | $234K | 0.0% | +6.7% | 0.147% | |
| 10/31/2025 | Riverwater Partners LLC | 118,140 | $7.51M | 3.1% | +43.2% | 4.726% | |
| 10/29/2025 | Walkner Condon Financial Advisors LLC | 6,840 | $435K | 0.1% | N/A | 0.274% | |
| 10/23/2025 | HB Wealth Management LLC | 6,391 | $406K | 0.0% | -4.5% | 0.256% | |
| 10/22/2025 | Highland Financial Advisors LLC | 22,979 | $1.46M | 0.4% | +12.2% | 0.919% | |
| 10/21/2025 | Global Retirement Partners LLC | 933 | $59K | 0.0% | N/A | 0.037% | |
| 10/17/2025 | Apollon Wealth Management LLC | 6,928 | $440K | 0.0% | +3.8% | 0.277% | |
| 10/16/2025 | Vestment Financial LLC | 7,683 | $494K | 0.3% | +3.7% | 0.307% | |
| 10/16/2025 | Signature Resources Capital Management LLC | 1,501 | $95K | 0.1% | +907.4% | 0.060% | |
| 10/6/2025 | Cambridge Financial Group LLC | 4,038 | $257K | 0.1% | -14.8% | 0.162% | |
| 9/26/2025 | Corient Private Wealth LLC | 120,827 | $7.08M | 0.0% | -14.9% | 4.932% | |
| 9/9/2025 | Cambridge Financial Group LLC | 4,740 | $278K | 0.1% | N/A | 0.193% | |
| 8/19/2025 | Asset Dedication LLC | 10,980 | $644K | 0.0% | +13.8% | 0.448% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 1,365 | $80K | 0.0% | N/A | 0.056% | |
| 8/15/2025 | Corient Private Wealth LLC | 120,827 | $7.08M | 0.0% | -14.9% | 4.932% | |
| 8/15/2025 | EP Wealth Advisors LLC | 3,865 | $227K | 0.0% | -37.9% | 0.158% | |
| 8/14/2025 | Jane Street Group LLC | 31,427 | $1.84M | 0.0% | -37.7% | 1.283% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 14,560 | $854K | 0.0% | -5.7% | 0.594% | |
| 8/7/2025 | Addison Advisors LLC | 3,680 | $216K | 0.1% | +15.7% | 0.150% | |
| 8/6/2025 | True Wealth Design LLC | 2,697 | $158K | 0.1% | -8.2% | 0.110% | |
| 8/6/2025 | Savant Capital LLC | 10,377 | $608K | 0.0% | +127.6% | 0.424% | |
| 8/1/2025 | Riverwater Partners LLC | 82,508 | $4.84M | 2.3% | +16.8% | 3.368% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,358 | $256K | 0.0% | N/A | 0.178% | |
| 7/31/2025 | Curio Wealth LLC | 4,204 | $246K | 0.1% | +46,611.1% | 0.172% | |
| 7/31/2025 | Trademark Financial Management LLC | 7,547 | $442K | 0.3% | +3.5% | 0.308% | |
| 7/31/2025 | AlTi Global Inc. | 8,432 | $494K | 0.0% | N/A | 0.344% | |
| 7/31/2025 | Opes Wealth Management LLC | 22,679 | $1.33M | 0.2% | +0.8% | 0.926% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 9,661 | $566K | 0.1% | -13.8% | 0.394% | |
| 7/25/2025 | Apollon Wealth Management LLC | 6,672 | $391K | 0.0% | +39.8% | 0.272% | |
| 7/25/2025 | PrairieView Partners LLC | 3,783 | $221K | 0.0% | -5.5% | 0.154% | |
| 7/18/2025 | Truist Financial Corp | 3,454 | $203K | 0.0% | N/A | 0.141% | |
| 7/17/2025 | LexAurum Advisors LLC | 8,613 | $505K | 0.1% | -9.5% | 0.352% | |
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| 7/17/2025 | Willow Creek Wealth Management Inc. | 136,736 | $8.02M | 0.7% | +17.4% | 5.581% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 3,981 | $233K | 0.0% | -11.8% | 0.162% | |
| 7/15/2025 | Vestment Financial LLC | 7,409 | $436K | 0.3% | +23.7% | 0.302% | |
| 7/15/2025 | Maseco LLP | 411,718 | $24.13M | 0.9% | N/A | 16.805% | |
| 7/14/2025 | Northland Capital Management LLC | 14,027 | $822K | 0.5% | -1.3% | 0.573% | |
| 7/14/2025 | ABLE Financial Group LLC | 3,581 | $210K | 0.1% | N/A | 0.146% | |
| 5/20/2025 | Focus Partners Wealth | 13,127 | $674K | 0.0% | N/A | 0.625% | |
| 5/19/2025 | Jane Street Group LLC | 50,431 | $2.59M | 0.0% | -40.1% | 2.401% | |
| 5/14/2025 | Orion Capital Management LLC | 654 | $34K | 0.0% | -43.4% | 0.033% | |
| 5/13/2025 | Northwest & Ethical Investments L.P. | 223,750 | $11.50M | 0.3% | N/A | 11.188% | |