| 7/10/2026 | JFS Wealth Advisors LLC | 21,513 | $908K | 0.0% | +4.6% | 0.008% | |
| 7/10/2026 | DiNuzzo Private Wealth Inc. | 2,757,601 | $116.40M | 11.5% | +9.4% | 1.071% | |
| 7/10/2026 | Canvas Wealth Advisors LLC | 15,289 | $645K | 0.1% | N/A | 0.006% | |
| 7/10/2026 | Lam Group Inc. | 10,550 | $445K | 0.2% | +36.3% | 0.004% | |
| 7/10/2026 | Torren Management LLC | 91,748 | $3.87M | 2.0% | -64.4% | 0.036% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 15,492 | $654K | 0.1% | +41.8% | 0.006% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 10,425 | $440K | 0.0% | -13.2% | 0.004% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 70,615 | $2.98M | 0.1% | +2.9% | 0.027% | |
| 7/9/2026 | Revolve Wealth Partners LLC | 442,818 | $18.69M | 1.9% | +2.1% | 0.172% | |
| 7/9/2026 | DiPaolo Financial Group Inc. | 139,188 | $5.88M | 3.8% | +5.0% | 0.054% | |
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| 7/9/2026 | Wealthcare Capital Management LLC | 25,727 | $1.09M | 0.1% | +23.1% | 0.010% | |
| 7/9/2026 | Great Waters Wealth Management | 3,833,555 | $161.81M | 15.0% | +10.4% | 1.489% | |
| 7/9/2026 | Everhart Financial Group Inc. | 9,776 | $413K | 0.0% | N/A | 0.004% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 152,212 | $6.43M | 0.2% | -21.8% | 0.059% | |
| 7/9/2026 | Ledgewood Wealth Advisors LLC | 235,302 | $9.93M | 5.3% | -5.6% | 0.091% | |
| 7/9/2026 | Worth Asset Management LLC | 35,370 | $1.49M | 0.5% | -10.7% | 0.014% | |
| 7/8/2026 | Beaird Harris Wealth Management LLC | 3,296,316 | $139.14M | 8.7% | +2.1% | 1.280% | |
| 7/8/2026 | 3 Factor Indexing LLC | 166,912 | $7.05M | 6.0% | +279.9% | 0.065% | |
| 7/8/2026 | Beacon Financial Strategies CORP | 8,784 | $371K | 0.2% | +5.8% | 0.003% | |
| 7/8/2026 | Quantum Financial Advisors LLC | 35,847 | $1.51M | 0.1% | -1.7% | 0.014% | |
| 7/8/2026 | Williams & Novak LLC | 36,785 | $1.55M | 1.0% | +5.3% | 0.014% | |
| 7/8/2026 | Strategic Investment Solutions Inc. IL | 128,058 | $5.40M | 1.2% | -2.3% | 0.050% | |
| 7/8/2026 | Factor Wealth Management LTD | 32,847 | $1.39M | 0.2% | -44.9% | 0.013% | |
| 7/8/2026 | DWR Wealth Management LLC | 85,562 | $3.63M | 2.7% | +22.6% | 0.033% | |
| 7/8/2026 | Bannerman Wealth Management Group LLC | 447,697 | $18.90M | 11.0% | +14.5% | 0.174% | |
| 7/8/2026 | Apella Capital LLC | 4,667,514 | $196.08M | 2.8% | +5.9% | 1.813% | |
| 7/8/2026 | Clark Asset Management LLC | 5,207 | $220K | 0.0% | N/A | 0.002% | |
| 7/8/2026 | Evanson Financial LLC | 52,838 | $2.23M | 0.1% | N/A | 0.021% | |
| 7/7/2026 | Pioneer Wealth Management Group | 663,083 | $27.99M | 6.8% | +4.7% | 0.258% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 735,680 | $31.05M | 0.9% | -0.4% | 0.286% | |
| 7/7/2026 | Graves Light Lenhart Wealth Inc. | 1,382,349 | $58.35M | 5.4% | +7.3% | 0.537% | |
| 7/7/2026 | CGN Advisors LLC | 172,063 | $7.26M | 0.5% | +1.8% | 0.067% | |
| 7/7/2026 | Hiley Hunt Wealth Management | 757,059 | $31.96M | 12.6% | +5.4% | 0.294% | |
| 7/2/2026 | Collective Family Office LLC | 284,278 | $12.00M | 2.5% | +5.4% | 0.112% | |
| 7/2/2026 | CX Institutional | 1,774 | $75K | 0.0% | N/A | 0.001% | |
| 6/24/2026 | Optimus Capital Advisors LLC | 256,799 | $10.84M | 6.4% | -0.5% | 0.110% | |
| 6/3/2026 | NewEdge Advisors LLC | 65,365 | $2.76M | 0.0% | +22.7% | 0.028% | |
| 6/1/2026 | Caerus Investment Advisors LLC | 4,885 | $206K | 0.1% | N/A | 0.002% | |
| 6/1/2026 | Concorde Asset Management LLC | 5,071 | $214K | 0.1% | -11.1% | 0.002% | |
| 6/1/2026 | Keel Point LLC | 8,465 | $357K | 0.0% | +8.0% | 0.004% | |
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| 5/27/2026 | Security Financial Services INC. | 5,078 | $214K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Western Wealth Management LLC | 2,316 | $98K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Ariadne Wealth Management LP | 19,519 | $824K | 0.4% | -1.7% | 0.008% | |
| 5/19/2026 | Bank of America Corp DE | 384,820 | $16.25M | 0.0% | +42.8% | 0.165% | |
| 5/19/2026 | Arkadios Wealth Advisors | 57,290 | $2.42M | 0.0% | N/A | 0.025% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 103,816 | $4.38M | 0.1% | -18.8% | 0.045% | |
| 5/18/2026 | Royal Bank of Canada | 789,783 | $33.35M | 0.0% | -0.5% | 0.339% | |
| 5/18/2026 | Estate Counselors LLC | 205,869 | $8.69M | 0.8% | N/A | 0.088% | |
| 5/15/2026 | Waverly Advisors LLC | 6,849 | $289K | 0.0% | -23.0% | 0.003% | |
| 5/15/2026 | Broadhurst Jeffrey B | 54,690 | $2.31M | 2.4% | N/A | 0.023% | |
| 5/14/2026 | CLG LLC | 167,303 | $7.06M | 1.8% | +12.9% | 0.072% | |
| 5/14/2026 | Sei Investments Co. | 14,409 | $608K | 0.0% | +55.8% | 0.006% | |
| 5/13/2026 | Cetera Investment Advisers | 329,838 | $13.93M | 0.0% | +7.5% | 0.142% | |
| 5/13/2026 | American Investment Services Inc. | 7,592 | $321K | 0.1% | -69.0% | 0.003% | |
| 5/13/2026 | Daner Wealth Management LLC | 309,412 | $13.06M | 6.8% | +7.0% | 0.133% | |
| 5/7/2026 | Eaton Cambridge Inc. | 5,229 | $221K | 0.1% | +10.7% | 0.002% | |
| 5/7/2026 | Regimen Wealth LLC | 650,484 | $27.46M | 8.0% | N/A | 0.279% | |
| 5/6/2026 | Modera Wealth Management LLC | 204,083 | $8.62M | 0.1% | -1.7% | 0.088% | |
| 5/6/2026 | Assetmark Inc. | 552,144 | $23.31M | 0.0% | -3.0% | 0.237% | |
| 5/6/2026 | Independent Financial Group LLC | 5,311 | $224K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Ferguson Johnson Wealth Management Inc | 699,262 | $29.52M | 24.0% | +5.7% | 0.300% | |
| 5/5/2026 | D.A. Davidson & CO. | 11,909 | $503K | 0.0% | -2.1% | 0.005% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 11,982 | $506K | 0.0% | +13.5% | 0.005% | |
| 5/5/2026 | MB Generational Wealth LLC | 68,129 | $2.88M | 1.6% | +16.5% | 0.029% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 430,624 | $18.28M | 0.4% | +4.9% | 0.185% | |
| 5/4/2026 | Ruedi Wealth Management Inc. | 101,673 | $4.29M | 1.1% | -4.6% | 0.044% | |
| 5/4/2026 | Vantage Point Financial LLC | 127,823 | $5.40M | 1.9% | +5.8% | 0.055% | |
| 5/4/2026 | Uptick Partners LLC | 34,686 | $1.46M | 0.3% | +92.7% | 0.015% | |
| 5/2/2026 | Navigate Wealth Management LLC | 8,329 | $353K | 0.2% | N/A | 0.004% | |
| 5/2/2026 | Navigoe LLC | 153,773 | $6.49M | 3.8% | +24.1% | 0.066% | |
| 5/2/2026 | Diversify Wealth Management LLC | 507,335 | $21.40M | 0.4% | +30.2% | 0.218% | |
| 5/1/2026 | Fifth Third Bancorp | 2,740 | $116K | 0.0% | +35.2% | 0.001% | |
| 5/1/2026 | BCR Wealth Strategies LLC | 751,104 | $31.71M | 9.9% | +10.2% | 0.324% | |
| 5/1/2026 | Simplicity Wealth LLC | 83,885 | $3.54M | 0.2% | -0.6% | 0.036% | |
| 5/1/2026 | Beacon Harbor Wealth Advisors Inc. | 204,274 | $8.62M | 1.8% | +4.6% | 0.088% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 429,342 | $18.13M | 0.1% | -12.1% | 0.185% | |
| 4/30/2026 | Torren Management LLC | 257,399 | $10.87M | 5.4% | +4.9% | 0.111% | |
| 4/30/2026 | Triune Financial Partners LLC | 121,840 | $5.14M | 1.2% | +29.5% | 0.053% | |
| 4/30/2026 | Kestra Advisory Services LLC | 142,161 | $6.00M | 0.0% | +13.9% | 0.061% | |
| 4/30/2026 | Integrity Investment Advisors LLC | 249,122 | $10.52M | 5.7% | +15.3% | 0.107% | |
| 4/30/2026 | SwitchPoint Financial Planning LLC | 52,751 | $2.23M | 1.5% | +22.1% | 0.023% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 528,522 | $22.56M | 1.6% | +5.3% | 0.228% | |
| 4/29/2026 | ArborFi Advisors LLC | 234,580 | $9.90M | 8.1% | +4.3% | 0.101% | |
| 4/29/2026 | Core Wealth Management Inc. | 1,771,320 | $74.79M | 22.9% | +3.3% | 0.764% | |
| 4/29/2026 | Oceanside Advisors LLC | 21,639 | $914K | 0.5% | +1.5% | 0.009% | |
| 4/28/2026 | Abel Hall LLC | 48,695 | $2.06M | 0.4% | -2.8% | 0.021% | |
| 4/28/2026 | LVZ Inc. | 177,221 | $7.48M | 0.9% | +16.6% | 0.076% | |
| 4/28/2026 | Berger Financial Group Inc | 245,435 | $10.36M | 0.6% | +22.0% | 0.106% | |
| 4/27/2026 | Arcadia Wealth Management LLC | 44,679 | $1.89M | 0.7% | -9.6% | 0.019% | |
| 4/27/2026 | HB Wealth Management LLC | 254,535 | $10.75M | 0.1% | -4.0% | 0.110% | |
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| 4/27/2026 | Baer Investment Advisory LLC | 6,728 | $284K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | World Investment Advisors | 26,264 | $1.11M | 0.0% | N/A | 0.011% | |
| 4/27/2026 | Legacy Financial Group Inc. | 333,282 | $14.07M | 3.7% | +2.6% | 0.144% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 40,494 | $1.70M | 0.6% | -1.2% | 0.017% | |
| 4/27/2026 | Private Advisor Group LLC | 73,259 | $3.09M | 0.0% | +0.6% | 0.032% | |
| 4/27/2026 | Financial Plan Inc. | 508,596 | $21.47M | 2.3% | +12.8% | 0.219% | |
| 4/27/2026 | Heffernan Advisory Inc. | 1,171,565 | $49.46M | 45.9% | +1.7% | 0.505% | |
| 4/25/2026 | Axis Wealth Partners LLC | 32,834 | $1.39M | 0.7% | +13.7% | 0.014% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 102,761 | $4.34M | 0.6% | +321.2% | 0.045% | |
| 4/25/2026 | rebel Financial LLC | 61,800 | $2.61M | 1.1% | +3.5% | 0.027% | |