| 7/10/2026 | JFS Wealth Advisors LLC | 131,869 | $7.25M | 0.4% | -13.2% | 0.047% | |
| 7/10/2026 | DiNuzzo Private Wealth Inc. | 452,669 | $24.90M | 2.5% | -0.6% | 0.163% | |
| 7/10/2026 | Peirce Capital Management LLC | 178,595 | $9.83M | 3.6% | -8.2% | 0.064% | |
| 7/10/2026 | Prosperity Planning Inc. | 3,710 | $204K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | ShankerValleau Wealth Advisors Inc. | 544,043 | $29.93M | 7.9% | -5.5% | 0.196% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 22,330 | $1.23M | 0.0% | -25.9% | 0.008% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 814,035 | $44.78M | 1.7% | +0.2% | 0.293% | |
| 7/8/2026 | Beaird Harris Wealth Management LLC | 1,193,244 | $65.64M | 4.1% | -2.6% | 0.429% | |
| 7/8/2026 | Colorado Capital Management Inc. | 113,213 | $6.23M | 2.1% | -10.9% | 0.041% | |
| 7/8/2026 | Williams & Novak LLC | 12,493 | $687K | 0.5% | -13.0% | 0.004% | |
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| 7/8/2026 | Strategic Investment Solutions Inc. IL | 153,175 | $8.43M | 1.9% | +17.7% | 0.055% | |
| 7/8/2026 | Factor Wealth Management LTD | 948,209 | $52.16M | 7.9% | +32.0% | 0.341% | |
| 7/8/2026 | Shearwater Capital LLC | 123,241 | $6.78M | 3.2% | -7.4% | 0.044% | |
| 7/8/2026 | Apella Capital LLC | 1,070,075 | $58.76M | 0.8% | -0.5% | 0.385% | |
| 7/8/2026 | Westmount Partners LLC | 59,582 | $3.28M | 0.7% | -1.1% | 0.021% | |
| 7/8/2026 | 55 North Private Wealth LLC | 99,009 | $5.45M | 1.1% | +25.9% | 0.036% | |
| 7/8/2026 | Clark Asset Management LLC | 61,519 | $3.38M | 0.3% | +5.8% | 0.022% | |
| 7/8/2026 | Evanson Financial LLC | 1,317,420 | $72.47M | 3.6% | N/A | 0.474% | |
| 7/7/2026 | Foster Group Inc. | 1,263,263 | $69.49M | 1.8% | -0.8% | 0.454% | |
| 7/7/2026 | Quad Cities Investment Group LLC | 9,657 | $531K | 0.2% | -6.0% | 0.003% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 286,985 | $15.79M | 0.4% | -1.9% | 0.103% | |
| 7/7/2026 | Graves Light Lenhart Wealth Inc. | 402,895 | $22.16M | 2.1% | +13.9% | 0.145% | |
| 7/7/2026 | GAMMA Investing LLC | 5,025 | $276K | 0.0% | N/A | 0.002% | |
| 7/2/2026 | Versant Capital Management Inc | 203,515 | $11.20M | 1.0% | -0.7% | 0.073% | |
| 7/2/2026 | CX Institutional | 6,563 | $361K | 0.0% | +119.4% | 0.002% | |
| 7/1/2026 | Trust Co of the South | 1,722,466 | $94.75M | 13.3% | -0.3% | 0.619% | |
| 6/18/2026 | Western Wealth Management LLC | 4,779 | $232K | 0.0% | N/A | 0.002% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 36,189 | $1.75M | 0.1% | -12.1% | 0.013% | |
| 6/9/2026 | Robinswood Financial LLC | 13,117 | $636K | 0.8% | N/A | 0.005% | |
| 6/8/2026 | Farmers National Bank | 27,509 | $1.33M | 0.3% | -3.4% | 0.010% | |
| 6/4/2026 | Fischer Investment Strategies LLC | 427,492 | $20.72M | 12.1% | N/A | 0.154% | |
| 5/22/2026 | WNY Asset Management LLC | 122,439 | $5.93M | 0.6% | N/A | 0.044% | |
| 5/21/2026 | BankChampaign National Association | 4,549 | $220K | 0.2% | N/A | 0.002% | |
| 5/19/2026 | Western Wealth Management LLC | 4,779 | $232K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | NewEdge Advisors LLC | 32,577 | $1.58M | 0.0% | -15.1% | 0.012% | |
| 5/19/2026 | Bank of America Corp DE | 184,478 | $8.94M | 0.0% | +2.9% | 0.066% | |
| 5/19/2026 | Arkadios Wealth Advisors | 97,740 | $4.74M | 0.1% | +299.3% | 0.035% | |
| 5/18/2026 | Sunbelt Securities Inc. | 6,288 | $305K | 0.0% | N/A | 0.002% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 188,727 | $9.15M | 0.3% | +4.6% | 0.068% | |
| 5/18/2026 | Royal Bank of Canada | 117,609 | $5.70M | 0.0% | -5.7% | 0.042% | |
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| 5/18/2026 | Empowered Funds LLC | 36,672 | $1.78M | 0.0% | +3.1% | 0.013% | |
| 5/16/2026 | Quantinno Capital Management LP | 339,017 | $16.43M | 0.0% | +26.7% | 0.122% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 641,341 | $31.08M | 2.5% | -5.8% | 0.231% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 7,788 | $377K | 0.0% | N/A | 0.003% | |
| 5/15/2026 | Everest Financial Group LLC | 9,484 | $460K | 0.1% | N/A | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 26,450 | $1.28M | 0.0% | +13.3% | 0.010% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 257,917 | $13.57M | 0.8% | +0.1% | 0.093% | |
| 5/14/2026 | Renaissance Technologies LLC | 35,100 | $1.70M | 0.0% | N/A | 0.013% | |
| 5/14/2026 | Compound Planning Inc. | 208,319 | $10.10M | 0.3% | +12.3% | 0.075% | |
| 5/14/2026 | Lido Advisors LLC | 9,955 | $482K | 0.0% | -20.1% | 0.004% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 1,014,868 | $49.18M | 4.7% | +4.8% | 0.365% | |
| 5/13/2026 | Cetera Investment Advisers | 456,868 | $22.14M | 0.0% | +2.0% | 0.164% | |
| 5/13/2026 | American Investment Services Inc. | 480,336 | $23.28M | 5.2% | -1.1% | 0.173% | |
| 5/13/2026 | Sachem Hill LLC | 1,060,870 | $51.41M | 10.0% | -0.4% | 0.381% | |
| 5/12/2026 | Cascade Wealth Advisors Inc | 93,113 | $4.88M | 2.0% | +4.0% | 0.033% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 52,714 | $2.56M | 0.0% | +7.0% | 0.019% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,352 | $66K | 0.0% | N/A | 0.000% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 800,485 | $38.79M | 2.6% | +0.4% | 0.288% | |
| 5/7/2026 | Balefire LLC | 12,807 | $621K | 0.1% | N/A | 0.005% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 4,682 | $227K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Benningfield Financial Advisors LLC | 506,819 | $24.56M | 19.4% | +0.3% | 0.182% | |
| 5/6/2026 | Zhang Financial LLC | 68,010 | $3.30M | 0.1% | -2.9% | 0.024% | |
| 5/6/2026 | Modera Wealth Management LLC | 2,179,811 | $105.63M | 1.3% | -0.7% | 0.784% | |
| 5/6/2026 | Assetmark Inc. | 5,124 | $248K | 0.0% | -8.4% | 0.002% | |
| 5/6/2026 | Angeles Wealth Management LLC | 9,684 | $469K | 0.0% | +16.0% | 0.003% | |
| 5/6/2026 | Independent Financial Group LLC | 5,073 | $246K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Financial Harvest LLC | 174,932 | $8.48M | 5.0% | -2.8% | 0.063% | |
| 5/5/2026 | D.A. Davidson & CO. | 17,989 | $872K | 0.0% | +3.5% | 0.006% | |
| 5/5/2026 | Signet Financial Management LLC | 4,563 | $221K | 0.0% | -4.7% | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 9,882 | $479K | 0.0% | -6.1% | 0.004% | |
| 5/5/2026 | Cogent Strategic Wealth LLC | 110,017 | $5.33M | 5.5% | -0.8% | 0.040% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 20,528 | $995K | 0.0% | -2.9% | 0.007% | |
| 5/4/2026 | Summit Wealth Group LLC | 311,177 | $15.08M | 3.5% | +3.4% | 0.112% | |
| 5/4/2026 | Lutz Financial Services LLC | 150,558 | $7.30M | 0.5% | -1.0% | 0.054% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,194,495 | $154.81M | 2.7% | +4.5% | 1.148% | |
| 5/4/2026 | Ruedi Wealth Management Inc. | 329,582 | $15.97M | 4.1% | -1.1% | 0.118% | |
| 5/2/2026 | Navigate Wealth Management LLC | 63,383 | $3.23M | 2.3% | N/A | 0.023% | |
| 5/2/2026 | Navigoe LLC | 321,287 | $15.57M | 9.2% | +1.0% | 0.115% | |
| 5/2/2026 | Diversify Wealth Management LLC | 31,117 | $1.59M | 0.0% | N/A | 0.011% | |
| 5/1/2026 | Fifth Third Bancorp | 29,905 | $1.45M | 0.0% | +34.9% | 0.011% | |
| 5/1/2026 | Summit Financial Strategies Inc. | 95,351 | $4.62M | 0.4% | -1.3% | 0.034% | |
| 5/1/2026 | Simplicity Wealth LLC | 113,007 | $5.48M | 0.3% | -2.2% | 0.041% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 435,624 | $21.11M | 0.1% | -3.4% | 0.157% | |
| 4/30/2026 | Team Hewins LLC | 964,366 | $46.73M | 13.9% | -0.7% | 0.347% | |
| 4/30/2026 | Valued Wealth Advisors LLC | 43,457 | $2.11M | 0.9% | -5.8% | 0.016% | |
| 4/30/2026 | Triune Financial Partners LLC | 956,405 | $46.35M | 11.0% | +0.9% | 0.344% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 335,593 | $16.26M | 1.7% | -0.5% | 0.121% | |
| 4/30/2026 | Kestra Advisory Services LLC | 257,029 | $12.46M | 0.0% | +10.6% | 0.092% | |
| 4/30/2026 | Money Concepts Capital Corp | 13,418 | $650K | 0.0% | N/A | 0.005% | |
| 4/30/2026 | Summit Portfolio Management LTD. | 146,929 | $7.12M | 4.6% | N/A | 0.053% | |
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| 4/30/2026 | Integrity Investment Advisors LLC | 7,335 | $355K | 0.2% | N/A | 0.003% | |
| 4/30/2026 | SwitchPoint Financial Planning LLC | 97,085 | $4.71M | 3.2% | -0.9% | 0.035% | |
| 4/30/2026 | Austin Asset Management Co Inc | 326,638 | $15.83M | 2.7% | -1.4% | 0.117% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 41,065 | $2.09M | 0.1% | -44.7% | 0.015% | |
| 4/30/2026 | Frankly Finances LLC | 268,240 | $13.00M | 11.8% | +0.9% | 0.096% | |
| 4/29/2026 | Nicholas Hoffman & Company LLC. | 51,119 | $2.48M | 0.1% | -10.4% | 0.018% | |
| 4/29/2026 | American Capital Advisory LLC | 3,209 | $156K | 0.1% | -22.1% | 0.001% | |
| 4/29/2026 | Jackson Thornton Wealth Management LLC | 1,674,054 | $83.60M | 7.4% | -1.0% | 0.602% | |
| 4/29/2026 | Integrated Advisors Network LLC | 23,264 | $1.13M | 0.1% | -8.0% | 0.008% | |
| 4/29/2026 | Intelligent Financial Strategies | 83,718 | $4.06M | 2.1% | -21.6% | 0.030% | |