| 7/25/2026 | Bartlett & CO. Wealth Management LLC | 272,376 | $21.22M | 0.3% | -5.5% | 0.047% | |
| 7/25/2026 | Lansing Street Advisors | 4,553 | $355K | 0.1% | +45.9% | 0.001% | |
| 7/25/2026 | James Investment Research Inc. | 6,554 | $511K | 0.1% | +10.9% | 0.001% | |
| 7/25/2026 | Pine Valley Investments Ltd Liability Co | 8,047 | $627K | 0.0% | +11.1% | 0.001% | |
| 7/24/2026 | Intelligent Financial Strategies | 123,649 | $9.08M | 4.4% | N/A | 0.021% | |
| 7/23/2026 | JNBA Financial Advisors | 439 | $34K | 0.0% | -60.6% | 0.000% | |
| 7/23/2026 | Wealth Architects LLC | 55,922 | $4.36M | 0.3% | +5.2% | 0.010% | |
| 7/23/2026 | Capital Advisors Inc. OK | 4,534 | $353K | 0.0% | +3.0% | 0.001% | |
| 7/22/2026 | Pines Wealth Management LLC | 147,950 | $11.53M | 3.3% | +1.3% | 0.026% | |
| 7/22/2026 | American Institute for Advanced Investment Management LLP | 9,831 | $766K | 0.4% | -5.5% | 0.002% | |
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| 7/22/2026 | Sterling Investment Management LLC | 49,654 | $3.87M | 2.1% | -7.8% | 0.009% | |
| 7/22/2026 | Red Mountain Financial LLC | 44,872 | $3.50M | 2.9% | +1.6% | 0.008% | |
| 7/21/2026 | FLC Capital Advisors | 55,402 | $4.32M | 0.7% | +9.2% | 0.010% | |
| 7/20/2026 | Certior Financial Group LLC | 30,185 | $2.35M | 1.3% | +7.5% | 0.005% | |
| 7/20/2026 | Selective Wealth Management Inc. | 18,851 | $1.47M | 0.4% | -6.8% | 0.003% | |
| 7/20/2026 | FSA Investment Group LLC | 9,548 | $744K | 0.2% | +8.2% | 0.002% | |
| 7/18/2026 | SeaBridge Investment Advisors LLC | 4,029 | $314K | 0.0% | -12.8% | 0.001% | |
| 7/18/2026 | Forza Wealth Management LLC | 226,104 | $17.62M | 5.4% | +102.5% | 0.039% | |
| 7/18/2026 | Good Harbor Advisors Inc. | 51,117 | $3.98M | 3.9% | +6.8% | 0.009% | |
| 7/17/2026 | Lynch Investment Planning LLC | 132,781 | $10.35M | 7.9% | +21.2% | 0.023% | |
| 7/17/2026 | Maryland Capital Advisors Inc. | 971 | $76K | 0.0% | N/A | 0.000% | |
| 7/17/2026 | Grey Fox Wealth Advisors LLC | 20,475 | $1.60M | 0.3% | -73.0% | 0.004% | |
| 7/17/2026 | Alhambra Investment Management LLC | 10,067 | $784K | 0.3% | +3.0% | 0.002% | |
| 7/17/2026 | Bluedoor Private Wealth LLC | 26,304 | $2.05M | 0.9% | -3.5% | 0.005% | |
| 7/17/2026 | Forthright Family Wealth Advisory LLC | 4,618 | $360K | 0.2% | -56.1% | 0.001% | |
| 7/16/2026 | Cooke Wealth Management LLC | 70,730 | $5.51M | 4.5% | +3.0% | 0.012% | |
| 7/16/2026 | Folger Nolan Fleming Douglas Capital Management Inc. | 7,145 | $557K | 0.0% | +24.5% | 0.001% | |
| 7/16/2026 | Belleair Asset Management LLC | 65,477 | $5.10M | 4.3% | -4.7% | 0.011% | |
| 7/16/2026 | Lighthouse Financial Services Inc. ADV | 300,301 | $23.31M | 4.9% | +0.3% | 0.052% | |
| 7/16/2026 | First PREMIER Bank | 9,237 | $720K | 0.1% | -12.0% | 0.002% | |
| 7/16/2026 | Security National Bank | 9,030 | $704K | 0.1% | -4.8% | 0.002% | |
| 7/15/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 47,292 | $3.69M | 0.1% | +4.0% | 0.008% | |
| 7/14/2026 | Martel Wealth Advisors LLC | 996,458 | $77.63M | 12.2% | +6.2% | 0.173% | |
| 7/14/2026 | Thompson Investment Management Inc. | 27,588 | $2.15M | 0.2% | +1.2% | 0.005% | |
| 7/14/2026 | Arnold Financial Planning LLC | 3,167 | $247K | 0.2% | N/A | 0.001% | |
| 7/14/2026 | HMV Wealth Advisors LLC | 27,152 | $2.12M | 0.8% | -3.3% | 0.005% | |
| 7/13/2026 | HBE Wealth Management LLC | 10,127 | $789K | 0.6% | -3.2% | 0.002% | |
| 7/13/2026 | Echo45 Advisors LLC | 97,127 | $7.57M | 3.9% | +5.6% | 0.017% | |
| 7/10/2026 | Whitener Capital Management Inc. | 4,295 | $335K | 0.1% | N/A | 0.001% | |
| 7/10/2026 | Family Wealth Partners LLC | 29,607 | $2.31M | 0.7% | -1.9% | 0.005% | |
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| 7/10/2026 | Fiduciary Financial Group LLC | 5,566 | $434K | 0.0% | +5.4% | 0.001% | |
| 7/10/2026 | FC Advisory LLC | 37,385 | $2.91M | 0.8% | +1.3% | 0.006% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 23,523 | $1.83M | 0.2% | -5.6% | 0.004% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 5,148 | $401K | 0.0% | -62.4% | 0.001% | |
| 7/9/2026 | DiPaolo Financial Group Inc. | 157,083 | $12.24M | 8.0% | +4.2% | 0.027% | |
| 7/9/2026 | World Equity Group Inc. | 5,958 | $464K | 0.1% | -14.4% | 0.001% | |
| 7/9/2026 | Focus Financial Network Inc. | 141,122 | $11.00M | 0.3% | +4.0% | 0.025% | |
| 7/9/2026 | Arbor Wealth Advisors LLC | 46,403 | $3.62M | 2.2% | +15.1% | 0.008% | |
| 7/9/2026 | Vertrix Wealth Management LLC | 190,848 | $14.87M | 5.0% | +6.4% | 0.033% | |
| 7/9/2026 | Allied Private Wealth LLC | 664 | $52K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Aletheian Wealth Advisors LLC | 39,118 | $3.05M | 1.3% | +2.6% | 0.007% | |
| 7/9/2026 | Everhart Financial Group Inc. | 25,891 | $2.02M | 0.1% | -2.7% | 0.004% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 240,584 | $18.86M | 0.7% | +768.8% | 0.042% | |
| 7/9/2026 | Affinity Capital Advisors LLC | 39,940 | $3.11M | 0.4% | -1.4% | 0.007% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 5,259 | $410K | 0.0% | -17.1% | 0.001% | |
| 7/8/2026 | Beaird Harris Wealth Management LLC | 51,956 | $4.05M | 0.3% | -1.4% | 0.009% | |
| 7/8/2026 | Colorado Capital Management Inc. | 49,866 | $3.89M | 1.3% | +5.5% | 0.009% | |
| 7/8/2026 | 3 Factor Indexing LLC | 139,894 | $10.90M | 9.2% | -14.7% | 0.024% | |
| 7/8/2026 | First Heartland Consultants Inc. | 228,811 | $17.83M | 1.2% | -30.7% | 0.040% | |
| 7/8/2026 | Kwmg LLC | 328,412 | $25.59M | 1.9% | +12.8% | 0.057% | |
| 7/8/2026 | Cooper Financial Group | 11,121 | $866K | 0.1% | +13.0% | 0.002% | |
| 7/8/2026 | Factor Wealth Management LTD | 325,862 | $25.39M | 3.8% | +35.7% | 0.057% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 8,923 | $695K | 0.2% | +610.4% | 0.002% | |
| 7/8/2026 | Apella Capital LLC | 1,579,884 | $122.65M | 1.7% | -4.6% | 0.274% | |
| 7/8/2026 | Clark Asset Management LLC | 584,361 | $45.53M | 3.6% | +12.9% | 0.101% | |
| 7/8/2026 | Evanson Financial LLC | 35,111 | $2.74M | 0.1% | N/A | 0.006% | |
| 7/8/2026 | Eclectic Associates Inc. ADV | 29,584 | $2.31M | 0.3% | -8.8% | 0.005% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 28,981 | $2.26M | 0.2% | -1.2% | 0.005% | |
| 7/7/2026 | Foster Group Inc. | 47,843 | $3.73M | 0.1% | +2.2% | 0.008% | |
| 7/7/2026 | DMKC Advisory Services LLC | 8,282 | $645K | 0.1% | +65.1% | 0.001% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 77,370 | $6.03M | 0.2% | -14.5% | 0.013% | |
| 7/7/2026 | McNaughton Wealth Management LLC | 49,156 | $3.83M | 1.4% | +9.2% | 0.008% | |
| 7/7/2026 | Graves Light Lenhart Wealth Inc. | 318,097 | $24.78M | 2.3% | +4.0% | 0.055% | |
| 7/7/2026 | Avior Wealth Management LLC | 385,620 | $30.04M | 0.8% | +2.3% | 0.066% | |
| 7/7/2026 | Central Pacific Bank Trust Division | 37,851 | $2.95M | 0.3% | +14.7% | 0.007% | |
| 7/7/2026 | Sandy Cove Advisors LLC | 7,199 | $561K | 0.1% | -9.5% | 0.001% | |
| 7/7/2026 | Brighton Securities CORP. | 31,691 | $2.47M | 1.1% | +1.7% | 0.005% | |
| 7/7/2026 | Epiq Partners LLC | 3,475 | $271K | 0.1% | N/A | 0.001% | |
| 7/7/2026 | Waller Financial Planning Group Inc. | 17,808 | $1.39M | 0.3% | +3.5% | 0.003% | |
| 7/7/2026 | Somnio Financial Group LLC | 64,153 | $5.00M | 3.0% | +4.6% | 0.011% | |
| 7/7/2026 | Legacy Solutions LLC | 18,053 | $1.41M | 1.1% | +11.0% | 0.003% | |
| 7/7/2026 | CGN Advisors LLC | 148,625 | $11.58M | 0.8% | +2.1% | 0.026% | |
| 7/7/2026 | CoreCap Advisors LLC | 25,428 | $1.98M | 0.1% | +0.5% | 0.004% | |
| 7/7/2026 | Howard Financial Services LTD. | 17,044 | $1.33M | 0.1% | -19.0% | 0.003% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 18,673 | $1.46M | 0.1% | -18.4% | 0.003% | |
| 7/2/2026 | Gladwyn Financial Advisors Inc. | 64,405 | $5.02M | 3.1% | +5.7% | 0.011% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 13,052 | $1.02M | 0.0% | -26.2% | 0.002% | |
| 7/1/2026 | Eastern Bank | 49,568 | $3.86M | 0.1% | +5.0% | 0.009% | |
| 7/1/2026 | Cacti Asset Management LLC | 110,293 | $8.59M | 0.4% | +42.6% | 0.019% | |
| 6/25/2026 | Paladin Partners LLC | 25,807 | $2.02M | 1.5% | +3.4% | 0.005% | |
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| 6/24/2026 | Redwood Investment Management LLC | 6,351 | $498K | 0.1% | -8.3% | 0.001% | |
| 6/18/2026 | Western Wealth Management LLC | 23,503 | $1.84M | 0.1% | +76.3% | 0.004% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 5,260 | $412K | 0.0% | -11.0% | 0.001% | |
| 6/9/2026 | Rathbones Group PLC | 78,274 | $6.14M | 0.0% | -9.8% | 0.014% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 7,244 | $568K | 0.0% | +3.2% | 0.001% | |
| 6/3/2026 | Wealthquest Corp | 455,014 | $35.68M | 2.5% | +4.1% | 0.080% | |
| 6/3/2026 | DBK Financial Counsel LLC | 61,068 | $4.79M | 3.6% | +7.8% | 0.011% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 10,131 | $794K | 0.7% | N/A | 0.002% | |
| 6/3/2026 | Parallel Advisors LLC | 88,288 | $6.92M | 0.1% | +2.8% | 0.016% | |
| 6/3/2026 | NewEdge Advisors LLC | 424,838 | $33.31M | 0.1% | -2.6% | 0.075% | |