| 10/13/2026 | Lincoln Capital Corp | 80,095 | $11.62M | 3.8% | N/A | 0.077% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 12,664 | $1.84M | 0.1% | -2.2% | 0.012% | |
| 10/13/2026 | Fragasso Financial Advisors Inc | 1,752 | $260K | 0.0% | N/A | 0.002% | |
| 10/10/2026 | Armstrong Advisory Group Inc. | 12,923 | $1.87M | 0.1% | -1.5% | 0.012% | |
| 10/10/2026 | Valley Wealth Managers Inc. | 11,906 | $1.73M | 0.1% | N/A | 0.011% | |
| 10/9/2026 | Capital Advisors Wealth Management LLC | 34,557 | $5.01M | 0.6% | -0.8% | 0.033% | |
| 10/9/2026 | Williams & Novak Wealth Management LLC | 9,120 | $1.32M | 0.8% | +22.6% | 0.009% | |
| 10/9/2026 | Successful Portfolios LLC | 1,450 | $213K | 0.1% | -12.3% | 0.001% | |
| 10/9/2026 | Chapin Davis Inc. | 2,998 | $435K | 0.1% | N/A | 0.003% | |
| 10/9/2026 | Lee Kelleher & Klein Wealth Management | 56,541 | $8.20M | 4.5% | -3.3% | 0.055% | |
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| 10/8/2026 | Farther Finance Advisors LLC | 26,345 | $3.82M | 0.0% | +11.1% | 0.025% | |
| 10/8/2026 | CoreCap Advisors LLC | 136,607 | $19.81M | 0.6% | +1.4% | 0.132% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 15,320 | $2.22M | 0.1% | N/A | 0.015% | |
| 10/8/2026 | Apella Capital LLC | 5,994 | $886K | 0.0% | N/A | 0.006% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 20,493 | $2.97M | 0.1% | N/A | 0.020% | |
| 10/7/2026 | Echo45 Advisors LLC | 1,680 | $244K | 0.1% | N/A | 0.002% | |
| 10/7/2026 | SigFig Wealth Management LLC | 1,982,913 | $287.60M | 7.2% | -0.8% | 1.912% | |
| 10/7/2026 | American National Bank & Trust | 26,741 | $3.88M | 0.3% | N/A | 0.026% | |
| 10/5/2026 | Acima Private Wealth LLC | 141,260 | $20.49M | 5.9% | -0.5% | 0.136% | |
| 10/5/2026 | Tompkins Financial Corp | 659 | $96K | 0.0% | N/A | 0.001% | |
| 10/1/2026 | Noble Wealth Management PBC | 205 | $30K | 0.0% | -43.8% | 0.000% | |
| 10/1/2026 | Montecito Bank & Trust | 8,350 | $1.21M | 0.2% | N/A | 0.008% | |
| 9/23/2026 | QRG Capital Management Inc. | 6,083 | $863K | 0.0% | N/A | 0.006% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 240,491 | $34.12M | 0.1% | +31.4% | 0.232% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 3,182,271 | $451.53M | 0.1% | +18.8% | 3.066% | |
| 9/21/2026 | Silicon Valley Capital Partners | 138,245 | $19.62M | 1.8% | +5.4% | 0.132% | |
| 9/9/2026 | MCF Advisors LLC | 1,392 | $198K | 0.0% | -8.2% | 0.001% | |
| 9/9/2026 | Plimoth Trust Co. LLC | 2,499 | $355K | 0.1% | -4.0% | 0.002% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 45,120 | $6.40M | 0.0% | -6.9% | 0.043% | |
| 9/9/2026 | RFG Advisory LLC | 355,036 | $50.38M | 0.8% | -3.9% | 0.338% | |
| 9/9/2026 | NewEdge Advisors LLC | 79,874 | $11.33M | 0.0% | -4.3% | 0.076% | |
| 9/9/2026 | GFG Capital LLC | 117,621 | $16.69M | 4.0% | -37.2% | 0.112% | |
| 9/9/2026 | IFP Advisors Inc | 8,938 | $1.27M | 0.0% | +3.8% | 0.009% | |
| 9/9/2026 | Baird Financial Group Inc. | 341,101 | $48.40M | 0.1% | -0.8% | 0.325% | |
| 9/8/2026 | Allworth Financial LP | 133,601 | $18.96M | 0.1% | -2.4% | 0.127% | |
| 9/8/2026 | Waverly Advisors LLC | 4,400 | $624K | 0.0% | +11.4% | 0.004% | |
| 9/2/2026 | Range Advisory LLC | 2,006 | $285K | 0.0% | +12.3% | 0.002% | |
| 8/27/2026 | Corient Private Wealth LP | 15,548 | $2.21M | 0.0% | -94.0% | 0.015% | |
| 8/24/2026 | Strategic Financial Services Inc. | 93,239 | $13.23M | 0.6% | -4.6% | 0.089% | |
| 8/23/2026 | Washington Trust Advisors Inc. | 3,159 | $448K | 0.0% | -12.2% | 0.003% | |
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| 8/23/2026 | Ameritas Advisory Services LLC | 9,077 | $1.29M | 0.0% | N/A | 0.009% | |
| 8/23/2026 | Kintra Wealth LLC | 243,260 | $36.18M | 1.9% | -14.5% | 0.231% | |
| 8/23/2026 | Endeavor Private Wealth Inc. | 20,148 | $2.86M | 0.7% | -5.2% | 0.019% | |
| 8/23/2026 | HB Wealth Management LLC | 1,305,326 | $185.21M | 1.0% | +4.6% | 1.242% | |
| 8/23/2026 | Angeles Wealth Management LLC | 3,591 | $510K | 0.0% | +89.0% | 0.003% | |
| 8/22/2026 | Advisory Solutions Group LLC | 4,050 | $575K | 0.2% | N/A | 0.004% | |
| 8/22/2026 | Highland Investment Advisors LLC | 484 | $69K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Nabity Jensen Investment Management Inc | 117,869 | $16.72M | 10.3% | -1.6% | 0.112% | |
| 8/22/2026 | LifePlan Investment Advisors Inc. | 21,266 | $3.02M | 1.0% | -10.4% | 0.020% | |
| 8/22/2026 | NWF Advisory Services Inc. | 49,584 | $7.04M | 0.7% | -2.0% | 0.047% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 9,881 | $1.40M | 0.0% | -15.9% | 0.009% | |
| 8/21/2026 | Mason & Associates Inc | 22,997 | $3.26M | 0.5% | +0.6% | 0.022% | |
| 8/21/2026 | Continuum Advisory LLC | 406 | $58K | 0.0% | N/A | 0.000% | |
| 8/21/2026 | SkyOak Wealth LLC | 29,584 | $4.20M | 0.7% | -4.4% | 0.028% | |
| 8/21/2026 | XML Financial LLC | 104,365 | $14.81M | 1.1% | +1.7% | 0.099% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 8,262 | $1.17M | 0.2% | +3.8% | 0.008% | |
| 8/7/2026 | Trust Co. of Vermont | 433 | $61K | 0.0% | N/A | 0.000% | |
| 7/10/2026 | Lee Kelleher & Klein Wealth Management | 58,471 | $8.30M | 4.3% | -2.5% | 0.054% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 858 | $122K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | Canvas Wealth Advisors LLC | 111,252 | $15.79M | 2.2% | -1.9% | 0.103% | |
| 7/10/2026 | KWB Wealth | 3,040 | $431K | 0.0% | -17.3% | 0.003% | |
| 7/9/2026 | Financial Management Professionals Inc. | 789,342 | $112.00M | 10.6% | -6.9% | 0.728% | |
| 7/9/2026 | Centurion Wealth Management LLC | 173,502 | $24.62M | 5.9% | -20.9% | 0.160% | |
| 7/9/2026 | World Equity Group Inc. | 3,219 | $457K | 0.1% | +25.8% | 0.003% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 12,954 | $1.84M | 0.1% | -0.7% | 0.012% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 271,998 | $38.59M | 1.1% | -51.7% | 0.251% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 1,538 | $218K | 0.0% | N/A | 0.001% | |
| 7/8/2026 | Williams & Novak LLC | 7,441 | $1.06M | 0.7% | -1.3% | 0.007% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 29,671 | $4.21M | 1.1% | +5.7% | 0.027% | |
| 7/8/2026 | Stonehearth Capital Management LLC | 16,674 | $2.37M | 0.8% | -2.4% | 0.015% | |
| 7/8/2026 | Archer Investment Management LLC | 17,590 | $2.50M | 0.9% | +10.5% | 0.016% | |
| 7/7/2026 | Fermata Advisors LLC | 1,570 | $223K | 0.0% | -8.1% | 0.001% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 359,896 | $51.07M | 1.4% | +10.8% | 0.332% | |
| 7/7/2026 | GAMMA Investing LLC | 2,759 | $391K | 0.0% | +12.3% | 0.003% | |
| 7/7/2026 | Central Pacific Bank Trust Division | 537 | $76K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | Arlington Trust Co LLC | 196 | $28K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | CoreCap Advisors LLC | 134,659 | $19.11M | 0.6% | +5.2% | 0.124% | |
| 7/7/2026 | Paul R. Ried Financial Group LLC | 138,880 | $19.71M | 8.6% | +0.9% | 0.128% | |
| 7/6/2026 | RDA Financial Network | 3,604 | $511K | 0.1% | -4.6% | 0.003% | |
| 7/6/2026 | Acima Private Wealth LLC | 141,960 | $20.14M | 5.9% | +1.7% | 0.131% | |
| 6/25/2026 | Hamilton Wealth LLC | 13,147 | $1.65M | 0.3% | +2.4% | 0.012% | |
| 6/18/2026 | Western Wealth Management LLC | 4,438 | $555K | 0.0% | +9.2% | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 83,500 | $10.45M | 0.0% | +19.9% | 0.076% | |
| 5/29/2026 | Asset Dedication LLC | 740 | $93K | 0.0% | +236.4% | 0.001% | |
| 5/28/2026 | Cozad Asset Management Inc. | 89,387 | $11.19M | 0.9% | -2.8% | 0.082% | |
| 5/20/2026 | January Capital Advisors LLC | 3,091 | $387K | 0.5% | N/A | 0.003% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 450 | $56K | 0.0% | +19.0% | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 4,438 | $555K | 0.0% | +9.2% | 0.004% | |
| 5/19/2026 | Silicon Valley Capital Partners | 131,175 | $16.41M | 1.6% | -3.1% | 0.120% | |
| 5/19/2026 | Bank of America Corp DE | 2,813,028 | $351.99M | 0.0% | -5.5% | 2.567% | |
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| 5/19/2026 | Hamilton Wealth LLC | 39,441 | $4.94M | 0.4% | +207.2% | 0.036% | |
| 5/19/2026 | Arkadios Wealth Advisors | 38,688 | $4.84M | 0.1% | -26.0% | 0.035% | |
| 5/18/2026 | Royal Bank of Canada | 715,231 | $89.50M | 0.0% | +7.1% | 0.653% | |
| 5/16/2026 | KCM Investment Advisors LLC | 3,980 | $498K | 0.0% | +1.9% | 0.004% | |
| 5/16/2026 | Quantinno Capital Management LP | 33,538 | $4.20M | 0.0% | +121.3% | 0.031% | |
| 5/16/2026 | Family Manage LLC | 99,052 | $12.39M | 1.5% | +2.5% | 0.090% | |
| 5/15/2026 | Waverly Advisors LLC | 3,949 | $494K | 0.0% | -10.9% | 0.004% | |
| 5/15/2026 | Wealth Alliance LLC | 4,209 | $527K | 0.1% | -2.9% | 0.004% | |
| 5/14/2026 | FCA Corp TX | 43,867 | $5.49M | 1.5% | +2.1% | 0.040% | |
| 5/14/2026 | Modern Wealth Management LLC | 9,246 | $1.17M | 0.0% | -10.6% | 0.008% | |