| 6/24/2026 | Optimus Capital Advisors LLC | 308,046 | $21.84M | 12.9% | +1.5% | 0.121% | |
| 6/18/2026 | Western Wealth Management LLC | 15,010 | $1.06M | 0.0% | -4.3% | 0.006% | |
| 6/11/2026 | E Wealth Partners LLC | 29,534 | $2.09M | 1.7% | +5.4% | 0.012% | |
| 6/9/2026 | Robinswood Financial LLC | 3,752 | $266K | 0.3% | N/A | 0.001% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 63,504 | $4.50M | 2.6% | -12.1% | 0.025% | |
| 6/3/2026 | DBK Financial Counsel LLC | 80,285 | $5.69M | 4.3% | +12.3% | 0.032% | |
| 6/3/2026 | NewEdge Advisors LLC | 85,027 | $6.03M | 0.0% | -0.4% | 0.034% | |
| 6/1/2026 | Caerus Investment Advisors LLC | 42,869 | $3.04M | 1.3% | -2.6% | 0.017% | |
| 5/29/2026 | Asset Dedication LLC | 332,888 | $23.61M | 1.7% | -52.4% | 0.131% | |
| 5/27/2026 | Security Financial Services INC. | 249,996 | $17.73M | 2.8% | -3.3% | 0.099% | |
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| 5/22/2026 | WNY Asset Management LLC | 24,587 | $1.74M | 0.2% | N/A | 0.010% | |
| 5/19/2026 | Western Wealth Management LLC | 15,010 | $1.06M | 0.0% | -4.3% | 0.006% | |
| 5/19/2026 | McIlrath & Eck LLC | 33,239 | $2.36M | 0.2% | +481.2% | 0.013% | |
| 5/19/2026 | Winnow Wealth LLC | 3,407 | $242K | 0.2% | +890.4% | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 82,532 | $5.85M | 0.1% | -3.3% | 0.033% | |
| 5/19/2026 | Ariadne Wealth Management LP | 67,411 | $4.78M | 2.1% | -1.5% | 0.027% | |
| 5/19/2026 | Bank of America Corp DE | 1,690,838 | $119.90M | 0.0% | +38.2% | 0.667% | |
| 5/19/2026 | Arkadios Wealth Advisors | 5,221 | $370K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Claris Financial LLC | 4,522 | $321K | 0.2% | N/A | 0.002% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 93,133 | $6.60M | 0.2% | +4.2% | 0.037% | |
| 5/18/2026 | Royal Bank of Canada | 1,381,600 | $97.97M | 0.0% | +7.3% | 0.545% | |
| 5/18/2026 | Empowered Funds LLC | 23,069 | $1.64M | 0.0% | -55.5% | 0.009% | |
| 5/18/2026 | Envision Financial Planning LLC | 153,828 | $10.91M | 3.9% | +0.9% | 0.061% | |
| 5/18/2026 | Estate Counselors LLC | 4,645 | $329K | 0.0% | N/A | 0.002% | |
| 5/16/2026 | Quantinno Capital Management LP | 230,904 | $16.37M | 0.0% | +23.1% | 0.091% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 245,094 | $17.38M | 1.4% | -15.2% | 0.097% | |
| 5/15/2026 | Intelligence Driven Advisers LLC | 1,280,186 | $90.78M | 15.8% | -12.0% | 0.505% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 827,028 | $58.65M | 6.7% | +5.8% | 0.326% | |
| 5/15/2026 | Everest Financial Group LLC | 46,954 | $3.33M | 0.5% | N/A | 0.019% | |
| 5/15/2026 | Broadhurst Jeffrey B | 226,009 | $16.03M | 16.4% | N/A | 0.089% | |
| 5/14/2026 | CLG LLC | 73,257 | $5.20M | 1.3% | +7.6% | 0.029% | |
| 5/14/2026 | Modern Wealth Management LLC | 2,941 | $210K | 0.0% | -27.9% | 0.001% | |
| 5/14/2026 | Sei Investments Co. | 7,878 | $559K | 0.0% | +162.6% | 0.003% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 31,955 | $2.27M | 0.2% | +3.2% | 0.013% | |
| 5/13/2026 | Cetera Investment Advisers | 661,366 | $46.90M | 0.0% | +39.8% | 0.261% | |
| 5/13/2026 | American Investment Services Inc. | 173,415 | $12.30M | 2.7% | +7.1% | 0.068% | |
| 5/13/2026 | Prestige Wealth Management Group LLC | 13,854 | $982K | 0.2% | -2.0% | 0.005% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 21,121 | $1.50M | 0.0% | +19.4% | 0.008% | |
| 5/8/2026 | Summit Asset Management LLC | 14,077 | $998K | 0.1% | -1.9% | 0.006% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 1,691,253 | $119.93M | 8.0% | +14.0% | 0.667% | |
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| 5/7/2026 | Basepoint Wealth LLC | 1,119 | $79K | 0.0% | N/A | 0.000% | |
| 5/7/2026 | Ironwood Investment Counsel LLC | 2,946 | $209K | 0.0% | -8.5% | 0.001% | |
| 5/7/2026 | True North Advisors LLC | 4,330 | $307K | 0.0% | -7.2% | 0.002% | |
| 5/6/2026 | Zhang Financial LLC | 2,533,557 | $179.65M | 6.2% | +4.8% | 0.999% | |
| 5/6/2026 | Centennial Bank AR | 36,789 | $2.61M | 0.9% | -47.8% | 0.015% | |
| 5/6/2026 | FSA Advisors Inc. | 3,128 | $222K | 0.1% | -58.3% | 0.001% | |
| 5/6/2026 | Modera Wealth Management LLC | 1,089,484 | $77.26M | 0.9% | -4.1% | 0.430% | |
| 5/6/2026 | Assetmark Inc. | 672,942 | $47.72M | 0.1% | +5.7% | 0.265% | |
| 5/6/2026 | Angeles Wealth Management LLC | 3,830 | $272K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Independent Financial Group LLC | 23,811 | $1.69M | 0.1% | N/A | 0.009% | |
| 5/6/2026 | Frazier Financial Advisors LLC | 1,948 | $138K | 0.1% | -9.9% | 0.001% | |
| 5/6/2026 | CPA Asset Management Group LLC | 104,409 | $7.40M | 2.5% | -5.2% | 0.041% | |
| 5/5/2026 | D.A. Davidson & CO. | 22,559 | $1.60M | 0.0% | -4.3% | 0.009% | |
| 5/5/2026 | Bank of New York Mellon Corp | 12,950 | $918K | 0.0% | -2.9% | 0.005% | |
| 5/5/2026 | SouthState Bank Corp | 357,142 | $25.33M | 1.2% | -8.4% | 0.141% | |
| 5/5/2026 | Sanctuary Advisors LLC | 38,849 | $2.76M | 0.0% | +12.8% | 0.015% | |
| 5/4/2026 | Retirement Planning Group LLC | 41,423 | $2.94M | 0.1% | -4.1% | 0.016% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 58,294 | $4.13M | 0.1% | -3.2% | 0.023% | |
| 5/4/2026 | Integrity Wealth Solutions LLC | 6,719 | $476K | 0.2% | +3.4% | 0.003% | |
| 5/4/2026 | V2 Financial group LLC | 46,168 | $3.27M | 1.5% | N/A | 0.018% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 1,105,861 | $85.78M | 1.7% | +1.7% | 0.436% | |
| 5/4/2026 | Ruedi Wealth Management Inc. | 269,699 | $19.12M | 4.9% | +3.3% | 0.106% | |
| 5/4/2026 | Vantage Point Financial LLC | 77,310 | $5.48M | 1.9% | -4.8% | 0.030% | |
| 5/2/2026 | Navigate Wealth Management LLC | 40,540 | $3.11M | 2.2% | N/A | 0.016% | |
| 5/2/2026 | Silver Oak Advisory Group Inc. | 23,735 | $1.68M | 0.7% | -0.6% | 0.009% | |
| 5/2/2026 | Diversify Wealth Management LLC | 76,933 | $5.96M | 0.1% | N/A | 0.030% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 4,644 | $329K | 0.0% | N/A | 0.002% | |
| 5/1/2026 | Fifth Third Bancorp | 17,031 | $1.21M | 0.0% | -24.7% | 0.007% | |
| 5/1/2026 | Financial Connections Group Inc. | 71,943 | $5.10M | 1.8% | +1.8% | 0.028% | |
| 5/1/2026 | Warburton Capital Management LLC | 221,320 | $16.40M | 8.0% | +90.6% | 0.087% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 1,297,323 | $91.99M | 0.5% | -5.8% | 0.512% | |
| 4/30/2026 | Accredited Investors Inc. | 6,474 | $459K | 0.0% | +83.7% | 0.003% | |
| 4/30/2026 | First National Bank & Trust Co. of Newtown | 105,467 | $7.48M | 1.6% | -9.7% | 0.042% | |
| 4/30/2026 | Mason & Associates Inc | 493,520 | $34.00M | 6.6% | -3.0% | 0.195% | |
| 4/30/2026 | Robinson Smith Wealth Advisors LLC | 11,255 | $798K | 0.5% | +287.7% | 0.004% | |
| 4/30/2026 | Team Hewins LLC | 134,127 | $9.51M | 2.8% | +364.2% | 0.053% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 18,549 | $1.32M | 0.1% | +1.1% | 0.007% | |
| 4/30/2026 | Kestra Advisory Services LLC | 748,532 | $53.08M | 0.2% | +22.1% | 0.296% | |
| 4/30/2026 | Austin Asset Management Co Inc | 937,196 | $66.46M | 11.2% | -1.3% | 0.370% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 140,519 | $10.88M | 0.8% | +10.6% | 0.055% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 123,909 | $8.79M | 1.0% | +1.6% | 0.049% | |
| 4/29/2026 | American Capital Advisory LLC | 267,323 | $18.96M | 7.7% | +13.6% | 0.106% | |
| 4/29/2026 | Jackson Thornton Wealth Management LLC | 466,915 | $34.58M | 3.1% | +4.2% | 0.184% | |
| 4/29/2026 | Integrated Advisors Network LLC | 27,033 | $1.92M | 0.1% | +2.0% | 0.011% | |
| 4/29/2026 | Sage Rhino Capital LLC | 3,251 | $231K | 0.0% | +6.1% | 0.001% | |
| 4/29/2026 | Canvas Wealth Advisors LLC | 47,221 | $3.35M | 0.6% | -35.2% | 0.019% | |
| 4/28/2026 | Ascentis Independent Advisors | 12,085 | $857K | 0.1% | +19.1% | 0.005% | |
| 4/28/2026 | Stephens Inc. AR | 9,608 | $681K | 0.0% | N/A | 0.004% | |
| 4/28/2026 | LVZ Inc. | 117,174 | $8.31M | 0.9% | +15.0% | 0.046% | |
| 4/28/2026 | Pine Harbor Wealth Management LLC | 561,269 | $39.80M | 11.9% | +3.5% | 0.223% | |
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| 4/28/2026 | Berger Financial Group Inc | 47,914 | $3.40M | 0.2% | +5.3% | 0.019% | |
| 4/28/2026 | NBT Bank N A NY | 36,209 | $2.57M | 0.2% | +24,365.5% | 0.014% | |
| 4/28/2026 | CWS Financial Advisors LLC | 443,136 | $31.42M | 8.1% | +1,128.4% | 0.176% | |
| 4/28/2026 | QRG Capital Management Inc. | 6,802 | $482K | 0.0% | -24.0% | 0.003% | |
| 4/27/2026 | TCI Wealth Advisors Inc. | 3,321,432 | $235.52M | 12.5% | +4.8% | 1.317% | |
| 4/27/2026 | Integrity Wealth Partners LLC | 4,573 | $324K | 0.3% | N/A | 0.002% | |
| 4/27/2026 | HB Wealth Management LLC | 189,380 | $13.43M | 0.1% | -0.3% | 0.075% | |
| 4/27/2026 | Mustard Seed Financial LLC | 14,447 | $1.02M | 0.6% | +8.0% | 0.006% | |
| 4/27/2026 | BIP Wealth LLC | 16,482 | $1.17M | 0.0% | +209.2% | 0.007% | |
| 4/27/2026 | Legacy Financial Group Inc. | 234,068 | $16.60M | 4.4% | +3.1% | 0.093% | |