| 10/13/2026 | Fermata Advisors LLC | 10,117 | $3.85M | 0.7% | +0.8% | 0.003% | |
| 10/13/2026 | Moulton Wealth Management Inc. | 5,308 | $2.03M | 1.4% | -1.0% | 0.001% | |
| 10/13/2026 | NorthCrest Asset Manangement LLC | 4,012 | $1.52M | 0.0% | +5.1% | 0.001% | |
| 10/13/2026 | Avior Wealth Management LLC | 36,712 | $13.98M | 0.4% | -19.2% | 0.010% | |
| 10/13/2026 | Baldwin Wealth Partners LLC MA | 85,935 | $32.73M | 2.2% | +1.5% | 0.023% | |
| 10/13/2026 | Midwest Financial Network LLC | 1,973 | $751K | 0.5% | -21.7% | 0.001% | |
| 10/13/2026 | Consolidated Capital Management LLC | 31,391 | $11.96M | 3.3% | +1.7% | 0.008% | |
| 10/10/2026 | Roan Capital Partners | 6,253 | $2.38M | 1.7% | +23.2% | 0.002% | |
| 10/10/2026 | Montz Harcus Wealth Management LLC | 1,562 | $595K | 0.2% | +7.1% | 0.000% | |
| 10/10/2026 | Baron Financial Group LLC | 15,824 | $6.03M | 3.2% | -1.1% | 0.004% | |
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| 10/10/2026 | Taylor & Morgan Wealth Management LLC | 9,005 | $3.43M | 1.9% | -1.7% | 0.002% | |
| 10/10/2026 | Armstrong Advisory Group Inc. | 7,371 | $2.81M | 0.2% | -2.9% | 0.002% | |
| 10/10/2026 | Castleview Partners LLC | 1,554 | $592K | 0.3% | +2.2% | 0.000% | |
| 10/9/2026 | Mirador Capital Partners LP | 3,044 | $1.16M | 0.1% | -85.9% | 0.001% | |
| 10/9/2026 | CogentBlue Wealth Advisors LLC | 820 | $312K | 0.3% | -12.4% | 0.000% | |
| 10/9/2026 | Fell Capital Management ADV | 5,015 | $1.91M | 1.6% | -2.0% | 0.001% | |
| 10/9/2026 | Williams & Novak Wealth Management LLC | 1,767 | $673K | 0.4% | +2.5% | 0.000% | |
| 10/9/2026 | RFG Bristol Wealth Advisors LLC | 637 | $243K | 0.1% | -18.0% | 0.000% | |
| 10/9/2026 | Biltmore Wealth Management LLC | 21,617 | $8.23M | 2.6% | +5.3% | 0.006% | |
| 10/9/2026 | Sound Income Strategies LLC | 10,088 | $3.82M | 0.1% | -3.4% | 0.003% | |
| 10/9/2026 | GK Wealth Management LLC | 1,796 | $684K | 0.4% | +41.8% | 0.000% | |
| 10/9/2026 | Balefire LLC | 13,955 | $5.32M | 0.8% | -5.1% | 0.004% | |
| 10/9/2026 | Castle Rock Wealth Management LLC | 1,513 | $578K | 0.1% | -5.5% | 0.000% | |
| 10/9/2026 | Successful Portfolios LLC | 2,378 | $903K | 0.4% | -3.9% | 0.001% | |
| 10/9/2026 | Bill Few Associates Inc. | 987 | $376K | 0.1% | +8.8% | 0.000% | |
| 10/9/2026 | Avaii Wealth Management LLC | 1,886 | $717K | 0.2% | -8.6% | 0.001% | |
| 10/9/2026 | Peoples Bank KS | 1,410 | $537K | 0.5% | +2.0% | 0.000% | |
| 10/9/2026 | Wedmont Private Capital | 2,121 | $803K | 0.0% | +16.7% | 0.001% | |
| 10/9/2026 | Journey Retirement Planning & Investment Management LLC | 649 | $247K | 0.2% | -8.8% | 0.000% | |
| 10/9/2026 | Gouws Capital LLC | 10,160 | $3.87M | 1.9% | +1.3% | 0.003% | |
| 10/9/2026 | Cadent Capital Advisors LLC | 6,539 | $2.49M | 0.5% | +1.9% | 0.002% | |
| 10/9/2026 | BOS Asset Management LLC | 5,240 | $2.00M | 0.5% | -14.7% | 0.001% | |
| 10/9/2026 | Insight Wealth Strategies LLC | 1,081 | $412K | 0.0% | +43.4% | 0.000% | |
| 10/9/2026 | Gerald Baker Financial Group LLC | 3,169 | $1.21M | 0.3% | +4.1% | 0.001% | |
| 10/9/2026 | Cypress Asset Management Inc. TX | 1,403 | $534K | 0.1% | -6.9% | 0.000% | |
| 10/9/2026 | Graves Light Lenhart Wealth Inc. | 821 | $313K | 0.0% | -7.6% | 0.000% | |
| 10/9/2026 | Breakwater Capital Group | 590 | $225K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | Post Resch Tallon Group Inc. | 2,570 | $979K | 0.7% | +4.0% | 0.001% | |
| 10/9/2026 | Financial Designs Corp | 1,612 | $614K | 0.3% | +3.5% | 0.000% | |
| 10/9/2026 | Inspirion Wealth Advisors LLC | 12,781 | $4.87M | 0.6% | -1.0% | 0.003% | |
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| 10/9/2026 | ACT Wealth Management LLC | 47,383 | $18.05M | 5.4% | +21.8% | 0.013% | |
| 10/9/2026 | Emergent Wealth Advisors LLC | 6,826 | $2.60M | 1.3% | -27.9% | 0.002% | |
| 10/9/2026 | Acropolis Investment Management LLC | 450 | $171K | 0.0% | +9.5% | 0.000% | |
| 10/9/2026 | GAMMA Investing LLC | 768 | $292K | 0.0% | +13.8% | 0.000% | |
| 10/9/2026 | Galvin Gaustad & Stein LLC | 2,788 | $1.06M | 0.1% | +8.1% | 0.001% | |
| 10/8/2026 | Grove Bank & Trust | 30,267 | $11.53M | 1.1% | +15.7% | 0.008% | |
| 10/8/2026 | Independence Financial Advisors LLC | 36,897 | $14.05M | 3.5% | +4.5% | 0.010% | |
| 10/8/2026 | Overbrook Management Corp | 18,218 | $6.94M | 1.1% | +116.3% | 0.005% | |
| 10/8/2026 | Sapient Capital LLC | 113,043 | $43.05M | 0.6% | 0.0% | 0.031% | |
| 10/8/2026 | Brighton Securities CORP. | 6,724 | $2.56M | 1.1% | +9.5% | 0.002% | |
| 10/8/2026 | CoreCap Advisors LLC | 58,183 | $22.16M | 0.6% | -3.4% | 0.016% | |
| 10/8/2026 | Atwood & Palmer Inc. | 357 | $136K | 0.0% | +54.5% | 0.000% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 16,065 | $6.12M | 0.4% | -1.3% | 0.004% | |
| 10/8/2026 | Titleist Asset Management LLC | 8,766 | $3.34M | 0.2% | +11.1% | 0.002% | |
| 10/8/2026 | Apella Capital LLC | 20,134 | $7.57M | 0.1% | +2.9% | 0.005% | |
| 10/8/2026 | Everhart Financial Group Inc. | 532 | $203K | 0.0% | N/A | 0.000% | |
| 10/8/2026 | Gradient Investments LLC | 1,625 | $619K | 0.0% | -1.8% | 0.000% | |
| 10/8/2026 | Ebert Capital Management Inc. | 2,285 | $870K | 0.8% | +73.5% | 0.001% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 7,620 | $2.90M | 0.1% | +2.0% | 0.002% | |
| 10/8/2026 | Tactive Advisors LLC | 2,045 | $779K | 0.2% | -47.7% | 0.001% | |
| 10/8/2026 | Quintet Private Bank Europe S.A. | 3,673 | $1.40M | 0.1% | +15.8% | 0.001% | |
| 10/8/2026 | Kaydan Wealth Management Inc. | 17,756 | $6.76M | 2.4% | N/A | 0.005% | |
| 10/8/2026 | Toth Financial Advisory Corp | 1,021 | $389K | 0.0% | +182.8% | 0.000% | |
| 10/8/2026 | Kessler Investment Group LLC | 17,293 | $6.59M | 3.0% | -5.1% | 0.005% | |
| 10/8/2026 | Whalen Wealth Management Inc. | 2,797 | $1.07M | 0.5% | +46.9% | 0.001% | |
| 10/8/2026 | Alkeme Wealth LLC | 2,011 | $766K | 0.3% | -3.4% | 0.001% | |
| 10/8/2026 | FSA Investment Group LLC | 11,425 | $4.35M | 1.4% | N/A | 0.003% | |
| 10/8/2026 | MJT & Associates Financial Advisory Group Inc. | 289 | $110K | 0.1% | +175.2% | 0.000% | |
| 10/7/2026 | Venture Visionary Partners LLC | 4,310 | $1.64M | 0.0% | -4.3% | 0.001% | |
| 10/7/2026 | KFA Private Wealth Group LLC | 972 | $370K | 0.1% | -18.9% | 0.000% | |
| 10/7/2026 | Elm3 Financial Group LLC | 564 | $215K | 0.1% | N/A | 0.000% | |
| 10/7/2026 | Canandaigua National Trust Co of Florida | 574 | $219K | 0.1% | N/A | 0.000% | |
| 10/7/2026 | Canandaigua National Bank & Trust Co. | 581 | $221K | 0.0% | -4.9% | 0.000% | |
| 10/7/2026 | Persium Advisors LLC | 962 | $366K | 0.2% | +37.0% | 0.000% | |
| 10/7/2026 | Bath Savings Trust Co | 8,059 | $3.07M | 0.3% | -1.5% | 0.002% | |
| 10/7/2026 | Boston Standard Wealth Management LLC | 1,373 | $523K | 0.1% | +45.1% | 0.000% | |
| 10/7/2026 | Echo45 Advisors LLC | 1,113 | $424K | 0.2% | +64.4% | 0.000% | |
| 10/7/2026 | Rye Brook Capital LLC | 15,306 | $5.83M | 3.8% | +24.0% | 0.004% | |
| 10/7/2026 | Lake Hills Wealth Management LLC | 43,427 | $16.54M | 7.6% | -0.8% | 0.012% | |
| 10/7/2026 | American National Bank & Trust | 505 | $192K | 0.0% | -7.3% | 0.000% | |
| 10/7/2026 | Matrix Trust Co | 11,327 | $4.31M | 0.6% | +0.6% | 0.003% | |
| 10/7/2026 | Crumly & Associates Inc. | 4,032 | $1.54M | 0.3% | +24.8% | 0.001% | |
| 10/7/2026 | Pathway Financial Advisors LLC | 3,035 | $1.16M | 0.1% | +339.9% | 0.001% | |
| 10/7/2026 | Weaver Consulting Group | 9,875 | $3.76M | 0.7% | -1.6% | 0.003% | |
| 10/7/2026 | Nautilus Advisors LLC | 680 | $259K | 0.2% | +8.6% | 0.000% | |
| 10/6/2026 | Bank of New Hampshire | 36,505 | $13.90M | 3.0% | -10.6% | 0.010% | |
| 10/6/2026 | RVW Wealth LLC | 970 | $369K | 0.0% | +10.4% | 0.000% | |
| 10/6/2026 | Boyum Wealth Architects LLC | 825 | $314K | 0.1% | +9.0% | 0.000% | |
| 10/6/2026 | GoalFusion Wealth Management LLC | 16,124 | $6.14M | 2.5% | -0.3% | 0.004% | |
| 10/6/2026 | Iowa State Bank | 526 | $200K | 0.0% | N/A | 0.000% | |
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| 10/6/2026 | Byrne Asset Management LLC | 2,419 | $926K | 0.5% | -6.3% | 0.001% | |
| 10/6/2026 | Legacy Private Trust Co. | 620 | $236K | 0.0% | -4.6% | 0.000% | |
| 10/5/2026 | Ridgewood Investments LLC | 1,491 | $568K | 0.2% | -2.6% | 0.000% | |
| 10/5/2026 | Pacific Wealth Management | 3,331 | $1.27M | 1.0% | N/A | 0.001% | |
| 10/5/2026 | Park National Corp OH | 5,268 | $2.01M | 0.1% | -1.3% | 0.001% | |
| 10/5/2026 | Tompkins Financial Corp | 1,385 | $527K | 0.0% | -6.2% | 0.000% | |
| 10/5/2026 | Baker Tilly Wealth Management LLC | 10,142 | $3.86M | 0.8% | -1.8% | 0.003% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 3,677 | $1.40M | 0.0% | +8.3% | 0.001% | |
| 10/5/2026 | Eastern Bank | 6,726 | $2.56M | 0.0% | -1.2% | 0.002% | |
| 10/5/2026 | Heartwood Wealth Advisors LLC | 4,929 | $1.88M | 0.1% | -17.2% | 0.001% | |