| 10/1/2026 | Doliver Advisors LP | 2,990 | $247K | 0.1% | N/A | 0.007% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 336,258 | $27.57M | 0.0% | +13.8% | 0.795% | |
| 9/9/2026 | Archford Capital Strategies LLC | 99,273 | $8.14M | 0.8% | +1.5% | 0.246% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 336,503 | $27.59M | 0.2% | -1.2% | 0.833% | |
| 9/9/2026 | XY Planning Network Inc. | 119,331 | $9.78M | 1.2% | +12.3% | 0.295% | |
| 9/8/2026 | Allworth Financial LP | 67,138 | $5.50M | 0.0% | +8.0% | 0.166% | |
| 8/23/2026 | HB Wealth Management LLC | 100,309 | $8.22M | 0.0% | -2.3% | 0.248% | |
| 8/23/2026 | Hutchens & Kramer Investment Management Group LLC | 193,799 | $15.89M | 4.3% | -2.3% | 0.480% | |
| 8/22/2026 | Beacon Hill Wealth Management LTD. | 347,773 | $28.51M | 19.8% | N/A | 0.861% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 2,666 | $219K | 0.0% | N/A | 0.007% | |
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| 8/21/2026 | KFG Wealth Management LLC | 407,966 | $33.45M | 3.8% | -0.3% | 1.010% | |
| 8/21/2026 | WorthPointe LLC | 78,812 | $6.46M | 1.6% | -10.4% | 0.195% | |
| 8/21/2026 | Greenspring Advisors LLC | 7,175 | $588K | 0.0% | -3.3% | 0.018% | |
| 8/7/2026 | Trust Co. of Vermont | 740 | $33K | 0.0% | N/A | 0.002% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 11,494 | $942K | 0.1% | +2.5% | 0.029% | |
| 7/9/2026 | Ares Financial Consulting LLC | 1,634 | $134K | 0.1% | +41.1% | 0.004% | |
| 7/9/2026 | CPA Asset Management Group LLC | 31,898 | $2.62M | 0.8% | -71.2% | 0.080% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 30,561 | $2.51M | 0.1% | -10.3% | 0.077% | |
| 7/8/2026 | Colorado Capital Management Inc. | 8,020 | $657K | 0.2% | +18.5% | 0.020% | |
| 7/8/2026 | Quantum Financial Advisors LLC | 894,764 | $73.35M | 6.4% | +7.6% | 2.248% | |
| 7/8/2026 | Sprinkle Financial Consultants LLC | 9,995 | $819K | 0.3% | +7.9% | 0.025% | |
| 7/8/2026 | Strategic Investment Solutions Inc. IL | 1,221 | $100K | 0.0% | -44.9% | 0.003% | |
| 7/8/2026 | Apella Capital LLC | 14,808 | $1.22M | 0.0% | -3.1% | 0.037% | |
| 7/8/2026 | Evanson Financial LLC | 15,350 | $1.26M | 0.1% | N/A | 0.039% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 169,271 | $12.20M | 0.4% | +0.5% | 0.451% | |
| 5/18/2026 | Royal Bank of Canada | 1,064 | $77K | 0.0% | N/A | 0.003% | |
| 5/15/2026 | Broadhurst Jeffrey B | 3,200 | $231K | 0.2% | N/A | 0.009% | |
| 5/14/2026 | B&D White Capital Company LLC | 140,042 | $10.09M | 1.2% | -6.7% | 0.373% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 519,115 | $37.42M | 3.5% | +9.0% | 1.384% | |
| 5/13/2026 | Cetera Investment Advisers | 5,923 | $427K | 0.0% | -34.8% | 0.016% | |
| 5/6/2026 | Prospect Financial Group LLC | 113,445 | $8.18M | 7.5% | -1.2% | 0.303% | |
| 5/6/2026 | Gould Asset Management LLC CA | 38,444 | $2.77M | 0.5% | +17.2% | 0.103% | |
| 5/6/2026 | CPA Asset Management Group LLC | 110,675 | $7.98M | 2.7% | +278.5% | 0.295% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 330,301 | $23.81M | 0.6% | +10.3% | 0.881% | |
| 5/5/2026 | Sigma Planning Corp | 16,109 | $1.16M | 0.0% | +40.3% | 0.043% | |
| 5/4/2026 | Vantage Point Financial LLC | 301,244 | $21.71M | 7.6% | +1.4% | 0.803% | |
| 5/1/2026 | Fifth Third Bancorp | 1,245 | $90K | 0.0% | +2,729.5% | 0.003% | |
| 5/1/2026 | Simplicity Wealth LLC | 17,642 | $1.27M | 0.1% | +305.2% | 0.047% | |
| 4/30/2026 | Kestra Advisory Services LLC | 84,199 | $6.07M | 0.0% | +24.6% | 0.225% | |
| 4/30/2026 | Your Advocates Ltd. LLP | 1,063,042 | $76.62M | 23.4% | +6.5% | 2.842% | |
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| 4/30/2026 | Sageworth Trust Co | 365,433 | $26.34M | 1.1% | +6.4% | 0.977% | |
| 4/30/2026 | Sageworth Trust Co of South Dakota | 96,339 | $6.94M | 5.5% | +0.4% | 0.258% | |
| 4/28/2026 | Hardy Reed LLC | 350,643 | $25.27M | 1.8% | +6.3% | 0.943% | |
| 4/28/2026 | Brighton Jones LLC | 1,021,723 | $73.65M | 3.1% | +17.4% | 2.747% | |
| 4/27/2026 | TCI Wealth Advisors Inc. | 69,649 | $5.02M | 0.3% | +10.5% | 0.187% | |
| 4/27/2026 | HB Wealth Management LLC | 102,683 | $7.40M | 0.0% | +0.4% | 0.276% | |
| 4/27/2026 | BIP Wealth LLC | 76,715 | $5.53M | 0.2% | +26.0% | 0.206% | |
| 4/27/2026 | Baer Investment Advisory LLC | 3,639 | $262K | 0.0% | N/A | 0.010% | |
| 4/27/2026 | Private Advisor Group LLC | 658,221 | $47.45M | 0.2% | +10.5% | 1.769% | |
| 4/27/2026 | Heffernan Advisory Inc. | 147,863 | $10.66M | 9.9% | +8.0% | 0.397% | |
| 4/25/2026 | Keybank National Association OH | 17,808 | $1.28M | 0.0% | -22.1% | 0.048% | |
| 4/24/2026 | Root Financial Partners LLC | 8,924 | $643K | 0.0% | N/A | 0.024% | |
| 4/22/2026 | First Financial Group Corp | 6,390 | $461K | 0.4% | +16.3% | 0.017% | |
| 4/22/2026 | Foundry Financial LLC | 7,407 | $534K | 0.2% | -74.0% | 0.020% | |
| 4/21/2026 | Topsail Wealth Management LLC | 3,187 | $230K | 0.0% | N/A | 0.009% | |
| 4/21/2026 | KFG Wealth Management LLC | 409,339 | $29.51M | 3.8% | +20.6% | 1.106% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 11,694 | $843K | 0.1% | -1.5% | 0.032% | |
| 4/20/2026 | Aspen Capital Management LLC | 117,840 | $8.49M | 2.1% | +12.0% | 0.318% | |
| 4/20/2026 | Apella Capital LLC | 15,280 | $1.19M | 0.0% | -3.2% | 0.041% | |
| 4/20/2026 | Riverchase Wealth Management LLC | 317,331 | $22.87M | 11.9% | +8.1% | 0.858% | |
| 4/17/2026 | Krilogy Financial LLC | 15,084 | $1.16M | 0.0% | -2.7% | 0.041% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 17,337 | $1.25M | 0.1% | +36.0% | 0.047% | |
| 4/17/2026 | AdvisorNet Financial Inc | 675 | $49K | 0.0% | N/A | 0.002% | |
| 4/17/2026 | BCO Wealth Management LLC | 398,200 | $28.70M | 17.2% | +1.5% | 1.076% | |
| 4/16/2026 | Sprinkle Financial Consultants LLC | 9,260 | $667K | 0.3% | +65.7% | 0.025% | |
| 4/16/2026 | Triad Wealth Partners LLC | 33,051 | $2.38M | 0.2% | +12.8% | 0.089% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 4,379 | $322K | 0.2% | N/A | 0.013% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 117,823 | $8.68M | 6.8% | N/A | 0.348% | |
| 3/4/2026 | Pure Financial Advisors LLC | 2,180,949 | $160.58M | 2.4% | +0.9% | 6.433% | |
| 3/2/2026 | Amicus Financial Advisors LLC | 47,986 | $3.53M | 1.0% | N/A | 0.142% | |
| 2/26/2026 | BDFS Capital LLC | 96,647 | $7.12M | 3.6% | N/A | 0.285% | |
| 2/20/2026 | Capstone Wealth Management Inc. | 20,140 | $1.49M | 1.3% | N/A | 0.059% | |
| 2/19/2026 | Claris Financial LLC | 4,780 | $352K | 0.2% | N/A | 0.014% | |
| 2/18/2026 | Note Advisors LLC | 26,409 | $1.98M | 0.9% | +11.6% | 0.078% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 39,625 | $2.92M | 0.0% | +69.0% | 0.117% | |
| 2/18/2026 | EP Wealth Advisors LLC | 7,203 | $530K | 0.0% | N/A | 0.021% | |
| 2/17/2026 | AQR Capital Management LLC | 23,616 | $1.74M | 0.0% | N/A | 0.070% | |
| 2/17/2026 | Cetera Investment Advisers | 9,084 | $669K | 0.0% | -73.1% | 0.027% | |
| 2/17/2026 | GeoWealth Management LLC | 40,898 | $3.01M | 0.1% | +11.9% | 0.121% | |
| 2/17/2026 | Osaic Holdings Inc. | 268,918 | $19.80M | 0.0% | +27.0% | 0.793% | |
| 2/17/2026 | Private Advisor Group LLC | 595,558 | $43.85M | 0.2% | +12.8% | 1.757% | |
| 2/17/2026 | Gould Asset Management LLC CA | 32,807 | $2.42M | 0.4% | +25.8% | 0.097% | |
| 2/16/2026 | STAR Financial Bank | 27,695 | $2.04M | 1.0% | +14.4% | 0.082% | |
| 2/16/2026 | MML Investors Services LLC | 10,885 | $801K | 0.0% | +89.5% | 0.032% | |
| 2/16/2026 | Mariner LLC | 181,872 | $13.39M | 0.0% | +23.0% | 0.536% | |
| 2/16/2026 | Focus Partners Wealth | 43,306 | $3.19M | 0.0% | +11.2% | 0.128% | |
| 2/16/2026 | Arax Advisory Partners | 2,855 | $210K | 0.0% | N/A | 0.008% | |
| 2/16/2026 | B&D White Capital Company LLC | 150,023 | $11.05M | 1.3% | +0.2% | 0.443% | |
| 2/13/2026 | CreativeOne Wealth LLC | 43,340 | $3.19M | 0.1% | -11.7% | 0.128% | |
| 2/13/2026 | Kestra Advisory Services LLC | 67,576 | $4.98M | 0.0% | +82.5% | 0.199% | |
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| 2/13/2026 | Burton Enright Welch | 45,128 | $3.32M | 0.5% | N/A | 0.133% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 115,425 | $8.56M | 0.3% | +1.0% | 0.340% | |
| 2/13/2026 | Advyzon Investment Management LLC | 5,560 | $409K | 0.0% | +40.8% | 0.016% | |
| 2/13/2026 | WPWealth LLP | 19,493 | $1.44M | 0.2% | -2.3% | 0.058% | |
| 2/13/2026 | SageOak Financial LLC | 264,499 | $19.48M | 14.1% | -2.1% | 0.780% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 339,118 | $24.97M | 0.3% | +0.1% | 1.000% | |
| 2/13/2026 | marrick wealth LLC | 20,309 | $1.50M | 1.2% | N/A | 0.060% | |
| 2/13/2026 | Monograph Wealth Advisors LLC | 476,246 | $35.07M | 3.4% | +9.5% | 1.405% | |
| 2/13/2026 | Wealthspire Advisors LLC | 66,364 | $4.89M | 0.0% | -20.4% | 0.196% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 217,705 | $16.03M | 0.1% | +3.7% | 0.642% | |