| 10/13/2026 | Cascade Investment Group Inc. | 7,747 | $355K | 0.2% | N/A | 0.006% | |
| 10/9/2026 | Insight Wealth Strategies LLC | 59,663 | $2.74M | 0.3% | -4.2% | 0.046% | |
| 10/9/2026 | Lee Kelleher & Klein Wealth Management | 30,167 | $1.38M | 0.8% | -1.7% | 0.023% | |
| 10/8/2026 | Farther Finance Advisors LLC | 13,911 | $638K | 0.0% | +2.6% | 0.011% | |
| 10/8/2026 | CoreCap Advisors LLC | 506,288 | $23.21M | 0.7% | +0.5% | 0.394% | |
| 10/8/2026 | Atwood & Palmer Inc. | 246,568 | $11.30M | 0.6% | N/A | 0.192% | |
| 10/8/2026 | Apella Capital LLC | 6,975 | $318K | 0.0% | N/A | 0.005% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 39,395 | $1.81M | 0.1% | N/A | 0.031% | |
| 10/7/2026 | SigFig Wealth Management LLC | 5,128,697 | $235.10M | 5.9% | +3.1% | 3.994% | |
| 10/7/2026 | American National Bank & Trust | 658,800 | $30.20M | 2.7% | N/A | 0.513% | |
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| 10/5/2026 | Tompkins Financial Corp | 978 | $45K | 0.0% | N/A | 0.001% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 800,098 | $36.56M | 0.2% | +28.7% | 0.627% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 5,892,976 | $269.31M | 0.0% | +41.3% | 4.618% | |
| 9/15/2026 | Anchor Investment Management LLC | 136,898 | $6.26M | 0.5% | +1.8% | 0.107% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 264,913 | $12.11M | 0.1% | -2.7% | 0.208% | |
| 9/9/2026 | NewEdge Advisors LLC | 197,760 | $9.04M | 0.0% | +4.0% | 0.155% | |
| 9/9/2026 | GFG Capital LLC | 326,323 | $14.91M | 3.6% | -58.5% | 0.256% | |
| 9/9/2026 | IFP Advisors Inc | 158,811 | $7.26M | 0.1% | +2.7% | 0.124% | |
| 9/9/2026 | Baird Financial Group Inc. | 166,636 | $7.62M | 0.0% | -0.4% | 0.131% | |
| 8/27/2026 | Corient Private Wealth LP | 242,937 | $11.10M | 0.0% | -73.8% | 0.190% | |
| 8/24/2026 | Strategic Financial Services Inc. | 869,334 | $39.73M | 1.7% | -2.3% | 0.681% | |
| 8/23/2026 | Endeavor Private Wealth Inc. | 5,776 | $264K | 0.1% | -11.3% | 0.005% | |
| 8/23/2026 | HB Wealth Management LLC | 2,594,781 | $118.58M | 0.7% | +1.6% | 2.034% | |
| 8/23/2026 | Angeles Wealth Management LLC | 2,377 | $109K | 0.0% | N/A | 0.002% | |
| 8/22/2026 | Jeter Robert S II | 181,174 | $8.35M | 7.9% | +2.3% | 0.142% | |
| 8/22/2026 | LifePlan Investment Advisors Inc. | 84,703 | $3.87M | 1.3% | +2.5% | 0.066% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 1,561 | $71K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 12,151 | $555K | 0.0% | -2.6% | 0.010% | |
| 8/21/2026 | Continuum Advisory LLC | 1,136 | $52K | 0.0% | N/A | 0.001% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 30,585 | $1.40M | 0.3% | +9.2% | 0.024% | |
| 7/10/2026 | Annex Advisory Services LLC | 6,186,859 | $282.74M | 4.8% | +10.9% | 4.860% | |
| 7/10/2026 | Insight Wealth Strategies LLC | 62,310 | $2.83M | 0.3% | -90.5% | 0.049% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 1,409 | $64K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 223,449 | $10.21M | 0.2% | +3.2% | 0.176% | |
| 7/9/2026 | Financial Management Professionals Inc. | 1,412,055 | $64.53M | 6.1% | +3.3% | 1.109% | |
| 7/9/2026 | World Equity Group Inc. | 11,880 | $543K | 0.1% | +29.5% | 0.009% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 286,713 | $13.10M | 0.4% | -72.3% | 0.225% | |
| 7/8/2026 | Atwood & Palmer Inc. | 255,696 | $11.69M | 0.6% | -1.7% | 0.201% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 76,878 | $3.51M | 0.9% | -1.6% | 0.060% | |
| 7/8/2026 | Stonehearth Capital Management LLC | 65,335 | $2.99M | 1.0% | -4.3% | 0.051% | |
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| 7/7/2026 | CoreCap Advisors LLC | 503,940 | $23.03M | 0.7% | +4.6% | 0.396% | |
| 7/7/2026 | Paul R. Ried Financial Group LLC | 484,829 | $22.16M | 9.7% | +1.4% | 0.381% | |
| 6/9/2026 | Contango Wealth Management LLC | 17,435 | $752K | 0.9% | -67.1% | 0.014% | |
| 6/3/2026 | NewEdge Advisors LLC | 190,234 | $8.21M | 0.0% | +101.0% | 0.152% | |
| 6/1/2026 | Dala Group LLC | 6,241 | $269K | 0.2% | N/A | 0.005% | |
| 5/22/2026 | Verus Capital Partners LLC | 7,207 | $311K | 0.0% | -22.0% | 0.006% | |
| 5/19/2026 | Western Wealth Management LLC | 2,237 | $96K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Bank of America Corp DE | 4,437,447 | $191.39M | 0.0% | -5.3% | 3.544% | |
| 5/19/2026 | Arkadios Wealth Advisors | 11,304 | $488K | 0.0% | N/A | 0.009% | |
| 5/18/2026 | Royal Bank of Canada | 920,979 | $39.72M | 0.0% | -5.0% | 0.736% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 1,250 | $54K | 0.0% | N/A | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 128,754 | $5.55M | 0.0% | -6.5% | 0.103% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 23,981 | $1.03M | 0.0% | +268.7% | 0.019% | |
| 5/15/2026 | Vawter Financial Ltd. | 224,832 | $9.70M | 4.1% | +3.2% | 0.180% | |
| 5/14/2026 | Hilltop Holdings Inc. | 4,930 | $213K | 0.0% | -75.1% | 0.004% | |
| 5/14/2026 | FCA Corp TX | 246,668 | $10.64M | 3.0% | +3.7% | 0.197% | |
| 5/14/2026 | Keebeck Wealth Management | 242,269 | $10.45M | 1.2% | +0.9% | 0.194% | |
| 5/14/2026 | Lido Advisors LLC | 5,862 | $253K | 0.0% | -36.0% | 0.005% | |
| 5/13/2026 | Cetera Investment Advisers | 2,024,575 | $87.32M | 0.1% | +231.5% | 1.617% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 65,014 | $2.80M | 0.2% | +0.4% | 0.052% | |
| 5/13/2026 | NewEdge Wealth LLC | 11,848 | $511K | 0.0% | +37.8% | 0.009% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,894 | $82K | 0.0% | +43.3% | 0.002% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 5,211 | $225K | 0.0% | N/A | 0.004% | |
| 5/7/2026 | World Equity Group Inc. | 9,172 | $396K | 0.1% | +67.1% | 0.007% | |
| 5/6/2026 | Kera Capital Partners Inc. | 238,101 | $10.27M | 1.3% | -30.3% | 0.190% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 5,449 | $246K | 0.0% | N/A | 0.004% | |
| 5/6/2026 | Advisortrust Partners LLC | 1,312 | $57K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 12,518 | $540K | 0.0% | +9.7% | 0.010% | |
| 5/5/2026 | Wealthfront Advisers LLC | 27,476 | $1.19M | 0.0% | +85.5% | 0.022% | |
| 5/5/2026 | Bank of New York Mellon Corp | 681,026 | $29.37M | 0.0% | -5.0% | 0.544% | |
| 5/5/2026 | Sanctuary Advisors LLC | 676,901 | $29.20M | 0.2% | -5.1% | 0.541% | |
| 5/4/2026 | Beckerman Institutional LLC | 12,500 | $539K | 0.3% | -14.2% | 0.010% | |
| 5/4/2026 | Retirement Planning Group LLC | 86,430 | $3.73M | 0.1% | +3.1% | 0.069% | |
| 5/2/2026 | Global Assets Advisory LLC | 4,967 | $214K | 0.1% | -5.3% | 0.004% | |
| 5/2/2026 | Anchor Investment Management LLC | 134,498 | $5.80M | 0.5% | +10.0% | 0.107% | |
| 5/2/2026 | SFE Investment Counsel | 9,054 | $390K | 0.1% | -4.1% | 0.007% | |
| 5/1/2026 | Fifth Third Bancorp | 65,280 | $2.82M | 0.0% | N/A | 0.052% | |
| 5/1/2026 | 46 Peaks LLC | 11,985 | $517K | 0.4% | +5.7% | 0.010% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 306,393 | $13.22M | 0.2% | +13.9% | 0.246% | |
| 4/30/2026 | Kestra Advisory Services LLC | 243,973 | $10.52M | 0.0% | +2,651.2% | 0.196% | |
| 4/30/2026 | IAG Wealth Partners LLC | 647,826 | $27.94M | 3.1% | +7.9% | 0.520% | |
| 4/29/2026 | Marino Stram & Associates LLC | 8,287 | $357K | 0.1% | +3.3% | 0.007% | |
| 4/29/2026 | Silver Oak Wealth Advisors Services LLC | 713,127 | $30.76M | 20.0% | -0.2% | 0.572% | |
| 4/28/2026 | Kathmere Capital Management LLC | 51,944 | $2.24M | 0.1% | -2.7% | 0.042% | |
| 4/28/2026 | Appleton Partners Inc. MA | 446,210 | $19.25M | 1.3% | +1.0% | 0.358% | |
| 4/28/2026 | Stephens Inc. AR | 64,969 | $2.80M | 0.0% | +6.7% | 0.052% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 28,016 | $1.21M | 0.3% | +13.5% | 0.022% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 51,000 | $2.20M | 0.2% | +2.3% | 0.041% | |
| 4/27/2026 | HB Wealth Management LLC | 2,554,536 | $110.18M | 0.7% | -1.4% | 2.050% | |
| 4/27/2026 | PFG Investments LLC | 17,510 | $755K | 0.0% | -9.6% | 0.014% | |
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| 4/27/2026 | Kelman Lazarov Inc. | 453,455 | $19.56M | 2.8% | -3.2% | 0.364% | |
| 4/27/2026 | World Investment Advisors | 54,018 | $2.33M | 0.0% | +15.9% | 0.043% | |
| 4/27/2026 | Private Advisor Group LLC | 81,598 | $3.52M | 0.0% | -0.4% | 0.065% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 58,520 | $2.52M | 0.1% | +57.0% | 0.047% | |
| 4/24/2026 | Root Financial Partners LLC | 4,835 | $209K | 0.0% | +5.7% | 0.004% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 1,845 | $80K | 0.0% | +30.2% | 0.001% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 11,744 | $507K | 0.0% | +89.8% | 0.010% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 330,044 | $14.24M | 0.0% | +23.8% | 0.268% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 81,416 | $3.51M | 3.0% | -1.1% | 0.066% | |
| 4/20/2026 | White Pine Investment CO | 368,163 | $15.88M | 3.7% | -1.3% | 0.299% | |