| 10/13/2026 | Forvis Mazars Wealth Advisors LLC | 674,200 | $37.66M | 0.6% | -91.8% | 0.174% | |
| 10/13/2026 | Accel Wealth Management | 157,875 | $8.82M | 1.9% | +13.5% | 0.041% | |
| 10/13/2026 | Financial Futures Ltd Liability Co. | 217,167 | $12.13M | 4.5% | +3.1% | 0.056% | |
| 10/13/2026 | McGlone Suttner Wealth Management Inc. | 704,178 | $39.34M | 4.5% | +0.1% | 0.182% | |
| 10/13/2026 | Level Financial Advisors | 19,646 | $1.10M | 0.2% | -1.3% | 0.005% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 1,138,487 | $63.60M | 1.8% | +20.6% | 0.294% | |
| 10/13/2026 | Avior Wealth Management LLC | 121,440 | $6.78M | 0.2% | N/A | 0.031% | |
| 10/10/2026 | RTD Financial Advisors Inc. | 104,297 | $5.83M | 0.6% | +45.1% | 0.027% | |
| 10/10/2026 | Prism Advisors Inc. | 337,438 | $18.65M | 4.7% | -9.8% | 0.087% | |
| 10/9/2026 | CogentBlue Wealth Advisors LLC | 20,221 | $1.13M | 1.1% | -1.2% | 0.005% | |
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| 10/9/2026 | Wedmont Private Capital | 34,276 | $1.90M | 0.0% | +22.2% | 0.009% | |
| 10/9/2026 | Koenig Investment Advisory LLC | 21,621 | $1.21M | 0.8% | N/A | 0.006% | |
| 10/9/2026 | BOS Asset Management LLC | 10,217 | $571K | 0.1% | -5.3% | 0.003% | |
| 10/9/2026 | Breakwater Capital Group | 100,137 | $5.59M | 0.7% | -0.2% | 0.026% | |
| 10/9/2026 | Prosperity Planning Inc. | 19,131 | $1.07M | 0.2% | -1.3% | 0.005% | |
| 10/9/2026 | Hardin Capital Partners LLC | 21,963 | $1.23M | 0.5% | +2.3% | 0.006% | |
| 10/9/2026 | Eclectic Associates Inc. ADV | 852,853 | $47.64M | 5.3% | N/A | 0.220% | |
| 10/9/2026 | Market Street Wealth Management Advisors LLC | 372,724 | $20.82M | 3.0% | -1.2% | 0.096% | |
| 10/9/2026 | Acropolis Investment Management LLC | 509,494 | $28.46M | 1.1% | N/A | 0.131% | |
| 10/8/2026 | Factor Wealth Management LTD | 488,379 | $27.28M | 4.3% | -2.4% | 0.126% | |
| 10/8/2026 | Farther Finance Advisors LLC | 4,992,574 | $278.89M | 1.9% | +5.9% | 1.288% | |
| 10/8/2026 | Apeiron RIA LLC | 327,127 | $18.03M | 4.1% | -0.2% | 0.084% | |
| 10/8/2026 | Apella Capital LLC | 2,083,562 | $115.03M | 1.5% | +7.2% | 0.538% | |
| 10/8/2026 | Everhart Financial Group Inc. | 6,339 | $354K | 0.0% | +13.5% | 0.002% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 145,088 | $8.11M | 0.2% | N/A | 0.037% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 47,353 | $2.65M | 0.1% | +14.2% | 0.012% | |
| 10/8/2026 | Winebrenner Capital Management LLC | 3,771 | $211K | 0.1% | -8.1% | 0.001% | |
| 10/7/2026 | Cooper Financial Group | 58,793 | $3.28M | 0.3% | N/A | 0.015% | |
| 10/7/2026 | Epiq Partners LLC | 8,707 | $486K | 0.2% | +21.7% | 0.002% | |
| 10/7/2026 | Baring Financial LLC | 71,172 | $3.98M | 2.2% | +2.5% | 0.018% | |
| 10/7/2026 | Investors Research Corp | 1,853 | $104K | 0.0% | N/A | 0.000% | |
| 10/7/2026 | Wealth Enhancement Trust Services Inc. | 23,618 | $1.32M | 0.1% | -2.2% | 0.006% | |
| 10/7/2026 | Nautilus Advisors LLC | 47,431 | $2.65M | 1.7% | +1.3% | 0.012% | |
| 10/6/2026 | Bank of New Hampshire | 153,875 | $8.60M | 1.9% | +0.9% | 0.040% | |
| 10/6/2026 | Iowa State Bank | 15,357 | $858K | 0.1% | N/A | 0.004% | |
| 10/5/2026 | Baker Tilly Wealth Management LLC | 160,595 | $8.97M | 1.8% | -4.8% | 0.041% | |
| 10/5/2026 | Collective Family Office LLC | 51,717 | $2.89M | 0.6% | +1.8% | 0.013% | |
| 10/2/2026 | Versant Capital Management Inc | 18,244 | $1.02M | 0.1% | +2.8% | 0.005% | |
| 9/25/2026 | Atomic Invest LLC | 3,105 | $168K | 0.0% | -7.4% | 0.001% | |
| 9/23/2026 | QRG Capital Management Inc. | 29,940 | $1.62M | 0.0% | N/A | 0.008% | |
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| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 94,567 | $5.11M | 0.0% | +0.7% | 0.025% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 5,084,560 | $274.67M | 0.0% | +21.4% | 1.323% | |
| 9/21/2026 | Premier Financial Group | 701,432 | $37.89M | 8.3% | -0.5% | 0.188% | |
| 9/15/2026 | Cherry Tree Wealth Management LLC | 48,562 | $2.62M | 0.5% | +52.5% | 0.013% | |
| 9/9/2026 | Tortoise Investment Management LLC | 181,496 | $9.80M | 0.7% | +0.4% | 0.049% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 1,217,842 | $65.79M | 0.3% | -2.2% | 0.326% | |
| 9/9/2026 | Capital Analysts LLC | 396,571 | $21.42M | 0.5% | +8.7% | 0.106% | |
| 9/9/2026 | AG Asset Advisory LLC | 79,712 | $4.31M | 3.5% | +1.3% | 0.021% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 302,192 | $16.32M | 0.1% | +3.9% | 0.081% | |
| 9/9/2026 | RFG Advisory LLC | 13,334 | $720K | 0.0% | -3.9% | 0.004% | |
| 9/9/2026 | NewEdge Advisors LLC | 61,277 | $3.31M | 0.0% | +34.0% | 0.016% | |
| 9/9/2026 | IFP Advisors Inc | 66,320 | $3.58M | 0.1% | +5.3% | 0.018% | |
| 9/9/2026 | Baird Financial Group Inc. | 616,504 | $33.30M | 0.0% | +9.2% | 0.165% | |
| 9/9/2026 | One Charles Private Wealth Services LLC | 9,157 | $495K | 0.1% | -6.5% | 0.002% | |
| 9/9/2026 | XY Planning Network Inc. | 26,346 | $1.42M | 0.2% | +39.1% | 0.007% | |
| 9/8/2026 | Mraz Amerine & Associates Inc. | 274,258 | $14.82M | 2.1% | +1.6% | 0.074% | |
| 9/8/2026 | Hudock Inc. | 673,584 | $36.39M | 4.7% | +1.5% | 0.181% | |
| 9/8/2026 | Allworth Financial LP | 507,224 | $27.40M | 0.1% | -2.2% | 0.136% | |
| 9/8/2026 | Powerhouse Assets LLC | 28,698 | $1.55M | 1.3% | -5.7% | 0.008% | |
| 9/8/2026 | Waverly Advisors LLC | 940,947 | $50.83M | 0.3% | +371.0% | 0.252% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 7,372 | $398K | 0.0% | -5.5% | 0.002% | |
| 9/2/2026 | Range Advisory LLC | 10,381 | $561K | 0.1% | +122.1% | 0.003% | |
| 8/27/2026 | Corient Private Wealth LP | 3,517,784 | $190.03M | 0.3% | -35.4% | 0.943% | |
| 8/25/2026 | Tobias Financial Advisors Inc. | 610,701 | $32.99M | 4.0% | +2.5% | 0.164% | |
| 8/24/2026 | Serenity Investment Advisors | 134,329 | $7.76M | 3.3% | +9.2% | 0.036% | |
| 8/24/2026 | Strategic Financial Services Inc. | 820,043 | $44.30M | 1.9% | -1.6% | 0.220% | |
| 8/23/2026 | Studio Investment Management LLC | 25,691 | $1.39M | 0.2% | +54.5% | 0.007% | |
| 8/23/2026 | Washington Trust Advisors Inc. | 34,667 | $1.87M | 0.1% | +1.1% | 0.009% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 22,848 | $1.23M | 0.0% | +3,591.1% | 0.006% | |
| 8/23/2026 | Wedmont Private Capital | 28,039 | $1.55M | 0.0% | -7.4% | 0.008% | |
| 8/23/2026 | Andrews Lucia Wealth Management LLC | 206,876 | $11.18M | 5.9% | -1.8% | 0.055% | |
| 8/23/2026 | Operose Advisors LLC | 2,009 | $109K | 0.0% | -10.3% | 0.001% | |
| 8/23/2026 | HB Wealth Management LLC | 76,013 | $4.11M | 0.0% | +262.5% | 0.020% | |
| 8/23/2026 | Angeles Wealth Management LLC | 4,594 | $248K | 0.0% | +91.1% | 0.001% | |
| 8/22/2026 | Tenet Wealth Partners LLC | 17,981 | $1.01M | 0.7% | N/A | 0.005% | |
| 8/22/2026 | SeedSafe Financial LLC | 231,864 | $12.53M | 8.9% | N/A | 0.062% | |
| 8/22/2026 | Old Mission Investment Co LLC | 9,335 | $504K | 0.1% | N/A | 0.003% | |
| 8/22/2026 | Montgomery Financial Services LLC | 607 | $33K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | K2 Financial Inc. | 9,089 | $504K | 0.4% | -12.5% | 0.002% | |
| 8/22/2026 | Valued Retirements Inc. | 109,448 | $5.91M | 5.1% | -1.0% | 0.029% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 1,481 | $78K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Lakeshore Financial Planning Inc. | 65,342 | $3.53M | 1.1% | -2.2% | 0.018% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 17,871 | $965K | 0.0% | +3.0% | 0.005% | |
| 8/21/2026 | Kraft Davis & Associates LLC | 92,056 | $5.04M | 1.0% | +7.6% | 0.025% | |
| 8/21/2026 | Greenspring Advisors LLC | 46,092 | $2.49M | 0.1% | +1.0% | 0.012% | |
| 8/21/2026 | Safeguard Investment Advisory Group LLC | 4,856 | $262K | 0.1% | -15.0% | 0.001% | |
| 8/21/2026 | InTrack Investment Management Inc | 96,942 | $5.24M | 2.6% | -2.5% | 0.026% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 29,672 | $1.60M | 0.3% | +20.8% | 0.008% | |
| 8/21/2026 | Secure Asset Management LLC | 28,629 | $1.55M | 0.2% | -1.0% | 0.008% | |
| 8/21/2026 | Bedel Financial Consulting Inc. | 87,003 | $4.70M | 0.4% | -0.5% | 0.023% | |
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| 8/21/2026 | Triumph Capital Management | 48,929 | $2.64M | 0.5% | +11.3% | 0.013% | |
| 8/21/2026 | Legacy Financial Advisors Inc. | 50,660 | $2.74M | 0.3% | +3.1% | 0.014% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 27,245 | $1.47M | 0.1% | -1.8% | 0.007% | |
| 8/20/2026 | Orgel Wealth Management LLC | 3,868 | $209K | 0.0% | N/A | 0.001% | |
| 8/20/2026 | Greenleaf Trust | 6,234 | $337K | 0.0% | N/A | 0.002% | |
| 7/10/2026 | Accel Wealth Management | 139,100 | $7.51M | 1.7% | +17.0% | 0.038% | |
| 7/10/2026 | Whitener Capital Management Inc. | 4,580 | $247K | 0.1% | +10.8% | 0.001% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 36,131 | $1.95M | 0.1% | +1.9% | 0.010% | |
| 7/10/2026 | DiNuzzo Private Wealth Inc. | 234,686 | $12.68M | 1.3% | -1.2% | 0.064% | |
| 7/10/2026 | Peirce Capital Management LLC | 296,414 | $16.01M | 5.9% | -7.8% | 0.081% | |