| 10/13/2026 | Forvis Mazars Wealth Advisors LLC | 136,458 | $5.05M | 0.1% | N/A | 0.041% | |
| 10/13/2026 | Vannoy Advisory Group Inc. | 50,039 | $1.85M | 1.1% | -1.8% | 0.015% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 248,244 | $9.19M | 0.3% | -14.5% | 0.074% | |
| 10/10/2026 | Arbor Wealth Advisors LLC | 6,947 | $257K | 0.2% | -4.4% | 0.002% | |
| 10/9/2026 | Sprinkle Financial Consultants LLC | 53,024 | $1.96M | 0.7% | +7.6% | 0.016% | |
| 10/9/2026 | Lawood & Co. | 219,432 | $8.12M | 4.9% | +6.9% | 0.066% | |
| 10/9/2026 | Graves Light Lenhart Wealth Inc. | 623,582 | $23.09M | 2.1% | +8.6% | 0.187% | |
| 10/9/2026 | Prosperity Planning Inc. | 454,810 | $16.84M | 3.8% | -3.7% | 0.136% | |
| 10/9/2026 | Market Street Wealth Management Advisors LLC | 25,295 | $936K | 0.1% | -33.0% | 0.008% | |
| 10/8/2026 | Conrad Siegel Investment Advisors Inc. | 712,628 | $26.38M | 4.3% | -1.1% | 0.214% | |
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| 10/8/2026 | Farther Finance Advisors LLC | 523,709 | $19.39M | 0.1% | +5.3% | 0.157% | |
| 10/8/2026 | Sapient Capital LLC | 5,816 | $215K | 0.0% | N/A | 0.002% | |
| 10/8/2026 | Apella Capital LLC | 1,613,440 | $59.83M | 0.8% | +0.7% | 0.484% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 7,564 | $280K | 0.0% | N/A | 0.002% | |
| 10/7/2026 | Venture Visionary Partners LLC | 5,716 | $212K | 0.0% | N/A | 0.002% | |
| 10/7/2026 | Canandaigua National Trust Co of Florida | 33,092 | $1.23M | 0.7% | N/A | 0.010% | |
| 10/7/2026 | Great Waters Wealth Management | 5,348,513 | $198.00M | 17.8% | +5.8% | 1.604% | |
| 10/6/2026 | Financial Symmetry Inc | 1,598,157 | $59.16M | 18.9% | -0.3% | 0.479% | |
| 10/6/2026 | Legacy Private Trust Co. | 7,501 | $278K | 0.0% | N/A | 0.002% | |
| 10/5/2026 | Baker Tilly Wealth Management LLC | 32,050 | $1.19M | 0.2% | -2.4% | 0.010% | |
| 10/2/2026 | Versant Capital Management Inc | 118,536 | $4.39M | 0.4% | +0.5% | 0.036% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 6,286 | $232K | 0.0% | N/A | 0.002% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 6,693,905 | $246.60M | 0.0% | +1.4% | 2.011% | |
| 9/17/2026 | Wellington Altus USA Inc. | 14,643 | $497K | 0.3% | -16.7% | 0.004% | |
| 9/9/2026 | Capstone Financial Advisors Inc. | 2,043,404 | $75.28M | 3.7% | -1.1% | 0.624% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 598,384 | $22.04M | 0.1% | -0.8% | 0.183% | |
| 9/9/2026 | Cahill Financial Advisors Inc. | 1,067,151 | $39.31M | 3.8% | +4.8% | 0.326% | |
| 9/9/2026 | Gemmer Asset Management LLC | 10,895 | $401K | 0.0% | -2.8% | 0.003% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 333,970 | $12.30M | 0.1% | -1.2% | 0.102% | |
| 9/9/2026 | RFG Advisory LLC | 782,441 | $28.83M | 0.4% | -2.3% | 0.239% | |
| 9/9/2026 | NewEdge Advisors LLC | 147,107 | $5.42M | 0.0% | +7.8% | 0.045% | |
| 9/9/2026 | XY Planning Network Inc. | 120,482 | $4.44M | 0.6% | +5.5% | 0.037% | |
| 9/8/2026 | Allworth Financial LP | 6,594,247 | $242.93M | 1.0% | -9.2% | 2.013% | |
| 9/8/2026 | Waverly Advisors LLC | 14,225 | $524K | 0.0% | -94.3% | 0.004% | |
| 9/2/2026 | MLG Wealth Management DBA Pine Grove Financial Group | 164,248 | $6.05M | 0.6% | -1.0% | 0.050% | |
| 8/27/2026 | Corient Private Wealth LP | 322,777 | $11.89M | 0.0% | -46.8% | 0.099% | |
| 8/23/2026 | Henrickson Nauta Wealth Advisors Inc. | 231,888 | $8.54M | 2.1% | -0.2% | 0.071% | |
| 8/23/2026 | Andrews Lucia Wealth Management LLC | 349,686 | $12.88M | 6.8% | +1.0% | 0.107% | |
| 8/23/2026 | HB Wealth Management LLC | 770,819 | $28.40M | 0.2% | +1,470.7% | 0.235% | |
| 8/23/2026 | Semitam Bonam LLC | 22,668 | $835K | 0.6% | +4.2% | 0.007% | |
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| 8/22/2026 | Highland Investment Advisors LLC | 24,404 | $899K | 0.4% | N/A | 0.007% | |
| 8/22/2026 | Sensenig Capital Advisors Inc | 10,050 | $370K | 0.3% | -7.5% | 0.003% | |
| 8/22/2026 | Vested Financial Planning LLC | 527,460 | $19.43M | 13.0% | -4.2% | 0.161% | |
| 8/22/2026 | Tassel Capital Management Inc. | 592,185 | $21.82M | 10.3% | +9.0% | 0.181% | |
| 8/21/2026 | Greenspring Advisors LLC | 1,894,281 | $69.79M | 3.8% | -11.6% | 0.578% | |
| 8/21/2026 | Rodgers & Associates LTD | 5,636 | $208K | 0.0% | N/A | 0.002% | |
| 8/21/2026 | Continuum Advisory LLC | 1,102 | $41K | 0.0% | N/A | 0.000% | |
| 8/21/2026 | Tranquilli Financial Advisor LLC | 298,082 | $10.98M | 5.9% | +4.8% | 0.091% | |
| 8/21/2026 | Live Oak Private Wealth LLC | 556,763 | $20.51M | 2.7% | +47.4% | 0.170% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 92,914 | $3.42M | 0.1% | -1.3% | 0.028% | |
| 8/12/2026 | C M Bidwell & Associates Ltd. | 92,212 | $3.40M | 1.4% | N/A | 0.028% | |
| 8/7/2026 | Trust Co. of Vermont | 1,132 | $42K | 0.0% | N/A | 0.000% | |
| 7/10/2026 | Whitener Capital Management Inc. | 20,715 | $763K | 0.2% | +94.7% | 0.006% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 3,743,466 | $137.91M | 6.9% | +0.2% | 1.153% | |
| 7/10/2026 | DiNuzzo Private Wealth Inc. | 179,273 | $6.60M | 0.7% | -2.8% | 0.055% | |
| 7/10/2026 | Peirce Capital Management LLC | 212,692 | $7.84M | 2.9% | -6.1% | 0.065% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 47,594 | $1.75M | 0.2% | +3.1% | 0.015% | |
| 7/10/2026 | Prosperity Planning Inc. | 472,299 | $17.40M | 4.0% | -3.4% | 0.145% | |
| 7/10/2026 | ShankerValleau Wealth Advisors Inc. | 1,275,089 | $46.97M | 12.4% | -0.1% | 0.389% | |
| 7/9/2026 | Asset Advisory Group Inc. | 20,756 | $765K | 0.3% | -4.2% | 0.006% | |
| 7/9/2026 | Great Waters Wealth Management | 5,054,079 | $186.19M | 17.2% | +3.4% | 1.556% | |
| 7/9/2026 | Arista Wealth Management LLC | 98,904 | $3.64M | 0.4% | +3.6% | 0.030% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 290,463 | $9.87M | 0.4% | +14.9% | 0.089% | |
| 7/8/2026 | Sprinkle Financial Consultants LLC | 49,294 | $1.82M | 0.7% | +10.8% | 0.015% | |
| 7/8/2026 | Trust Point Inc. | 8,106 | $299K | 0.0% | -29.6% | 0.002% | |
| 7/8/2026 | Strategic Investment Solutions Inc. IL | 519,033 | $19.12M | 4.4% | +1.9% | 0.160% | |
| 7/8/2026 | DWR Wealth Management LLC | 122,118 | $4.47M | 3.3% | -4.1% | 0.038% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 5,710 | $210K | 0.1% | +251.0% | 0.002% | |
| 7/8/2026 | Shearwater Capital LLC | 920,770 | $33.92M | 16.2% | +1.9% | 0.283% | |
| 7/8/2026 | Apella Capital LLC | 1,602,530 | $58.61M | 0.8% | -0.6% | 0.493% | |
| 7/8/2026 | Westmount Partners LLC | 35,355 | $1.30M | 0.3% | -2.1% | 0.011% | |
| 7/8/2026 | 55 North Private Wealth LLC | 228,994 | $8.44M | 1.7% | +16.0% | 0.071% | |
| 7/8/2026 | Evanson Financial LLC | 2,274,985 | $83.81M | 4.1% | N/A | 0.700% | |
| 7/7/2026 | Quad Cities Investment Group LLC | 70,340 | $2.59M | 0.9% | +1.6% | 0.022% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 6,474 | $238K | 0.0% | -21.2% | 0.002% | |
| 7/7/2026 | Graves Light Lenhart Wealth Inc. | 574,324 | $21.16M | 2.0% | +41.8% | 0.177% | |
| 7/7/2026 | CGN Advisors LLC | 177,941 | $6.56M | 0.5% | +0.7% | 0.055% | |
| 7/2/2026 | Versant Capital Management Inc | 117,944 | $4.35M | 0.4% | +0.7% | 0.036% | |
| 7/1/2026 | Trust Co of the South | 358,451 | $13.21M | 1.9% | -2.0% | 0.113% | |
| 6/3/2026 | NewEdge Advisors LLC | 136,435 | $4.64M | 0.0% | +16.3% | 0.043% | |
| 5/29/2026 | Asset Dedication LLC | 1,697,812 | $57.68M | 4.0% | -13.2% | 0.536% | |
| 5/26/2026 | Glenmede Trust Co. NA | 5,208,807 | $176.94M | 0.9% | +1.3% | 1.643% | |
| 5/22/2026 | WNY Asset Management LLC | 14,319 | $486K | 0.1% | N/A | 0.005% | |
| 5/22/2026 | Verus Capital Partners LLC | 37,132 | $1.26M | 0.1% | -39.7% | 0.012% | |
| 5/19/2026 | Flax Pond Capital LLC | 68,464 | $2.33M | 1.9% | +1.9% | 0.022% | |
| 5/19/2026 | NewEdge Advisors LLC | 131,114 | $4.45M | 0.1% | +11.8% | 0.041% | |
| 5/19/2026 | Bank of America Corp DE | 2,450,708 | $83.25M | 0.0% | +25.5% | 0.773% | |
| 5/19/2026 | Arkadios Wealth Advisors | 114,008 | $3.87M | 0.1% | N/A | 0.036% | |
| 5/18/2026 | Royal Bank of Canada | 3,769,013 | $128.03M | 0.0% | +1.7% | 1.189% | |
| 5/16/2026 | Quantinno Capital Management LP | 166,572 | $5.66M | 0.0% | +34.8% | 0.053% | |
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| 5/16/2026 | Family Manage LLC | 58,986 | $2.00M | 0.2% | +500.9% | 0.019% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 1,120,695 | $38.07M | 3.0% | -4.0% | 0.354% | |
| 5/15/2026 | Everest Financial Group LLC | 22,519 | $765K | 0.1% | N/A | 0.007% | |
| 5/15/2026 | Waverly Advisors LLC | 247,517 | $8.41M | 0.1% | +1,954.4% | 0.078% | |
| 5/15/2026 | Broadhurst Jeffrey B | 84,724 | $2.88M | 2.9% | N/A | 0.027% | |
| 5/14/2026 | Renaissance Technologies LLC | 10,900 | $370K | 0.0% | N/A | 0.003% | |
| 5/14/2026 | Sei Investments Co. | 56,036 | $1.90M | 0.0% | +53.1% | 0.018% | |
| 5/14/2026 | B&D White Capital Company LLC | 425,376 | $14.45M | 1.8% | +29.7% | 0.134% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 6,166,855 | $209.49M | 19.9% | +1.8% | 1.945% | |
| 5/13/2026 | Cetera Investment Advisers | 855,795 | $29.07M | 0.0% | -3.5% | 0.270% | |