| 10/13/2026 | Midwest Financial Network LLC | 38,437 | $1.75M | 1.3% | N/A | 0.190% | |
| 10/10/2026 | Roan Capital Partners | 33,529 | $1.53M | 1.1% | +8.5% | 0.166% | |
| 10/10/2026 | RTD Financial Advisors Inc. | 120,797 | $5.51M | 0.6% | N/A | 0.598% | |
| 10/9/2026 | Balefire LLC | 27,855 | $1.27M | 0.2% | N/A | 0.138% | |
| 10/9/2026 | Camelot Technology Advisors Inc. | 16,839 | $767K | 0.5% | N/A | 0.083% | |
| 10/9/2026 | Eclectic Associates Inc. ADV | 7,148 | $326K | 0.0% | N/A | 0.035% | |
| 10/9/2026 | GAMMA Investing LLC | 1,027 | $47K | 0.0% | N/A | 0.005% | |
| 10/8/2026 | Farther Finance Advisors LLC | 4,395 | $201K | 0.0% | N/A | 0.022% | |
| 10/8/2026 | CoreCap Advisors LLC | 1,581 | $72K | 0.0% | N/A | 0.008% | |
| 10/8/2026 | Apeiron RIA LLC | 5,400 | $245K | 0.1% | N/A | 0.027% | |
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| 10/8/2026 | Apella Capital LLC | 4,969 | $226K | 0.0% | N/A | 0.025% | |
| 10/7/2026 | Boston Standard Wealth Management LLC | 8,949 | $408K | 0.1% | N/A | 0.044% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 633,085 | $27.70M | 0.1% | +7.2% | 2.638% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 930,697 | $40.73M | 0.0% | +7.5% | 3.878% | |
| 9/18/2026 | Security National Bank of Sioux City Iowa IA | 1,762 | $77K | 0.0% | N/A | 0.009% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 6,597 | $289K | 0.0% | N/A | 0.033% | |
| 9/9/2026 | NewEdge Advisors LLC | 79,907 | $3.50M | 0.0% | +16.4% | 0.400% | |
| 9/9/2026 | IFP Advisors Inc | 1,859 | $81K | 0.0% | +6,785.2% | 0.009% | |
| 8/27/2026 | Corient Private Wealth LP | 11,831 | $518K | 0.0% | +129.5% | 0.059% | |
| 8/25/2026 | Tobias Financial Advisors Inc. | 89,497 | $3.92M | 0.5% | -1.3% | 0.447% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 897 | $39K | 0.0% | N/A | 0.004% | |
| 8/22/2026 | Highland Investment Advisors LLC | 1,597 | $70K | 0.0% | N/A | 0.008% | |
| 8/22/2026 | SMART Wealth LLC | 6,604 | $289K | 0.1% | N/A | 0.033% | |
| 8/19/2026 | Wellington Management Group LLP | 51,141 | $2.24M | 0.0% | -52.5% | 0.256% | |
| 7/10/2026 | Camelot Technology Advisors Inc. | 16,839 | $737K | 0.5% | -13.4% | 0.085% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 28,547 | $1.25M | 0.0% | +2.5% | 0.143% | |
| 7/9/2026 | World Equity Group Inc. | 5,280 | $231K | 0.1% | N/A | 0.027% | |
| 7/9/2026 | Roan Capital Partners | 30,892 | $1.35M | 1.1% | +92.2% | 0.155% | |
| 7/8/2026 | Apella Capital LLC | 5,089 | $222K | 0.0% | -19.6% | 0.026% | |
| 7/8/2026 | Eclectic Associates Inc. ADV | 7,148 | $313K | 0.0% | -8.4% | 0.036% | |
| 7/7/2026 | Balefire LLC | 22,586 | $988K | 0.2% | +2.6% | 0.113% | |
| 7/6/2026 | Trilogy Capital Inc. | 14,038 | $614K | 0.0% | -6.0% | 0.071% | |
| 6/26/2026 | WealthPoint Financial LLC | 8,163 | $345K | 0.3% | +15.0% | 0.041% | |
| 6/4/2026 | Midwest Financial Network LLC | 10,224 | $432K | 0.3% | -49.1% | 0.051% | |
| 6/3/2026 | NewEdge Advisors LLC | 68,677 | $2.90M | 0.0% | -0.4% | 0.343% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 8,811 | $386K | 0.0% | N/A | 0.044% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 62,357 | $2.64M | 0.2% | +2.4% | 0.312% | |
| 5/19/2026 | Western Wealth Management LLC | 1,181 | $50K | 0.0% | N/A | 0.006% | |
| 5/19/2026 | NewEdge Advisors LLC | 19,386 | $819K | 0.0% | -71.9% | 0.097% | |
| 5/19/2026 | Strategic Investment Advisors MI | 2,537 | $107K | 0.0% | N/A | 0.013% | |
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| 5/19/2026 | Arete Wealth Advisors LLC | 62,357 | $2.64M | 0.2% | +2.4% | 0.312% | |
| 5/18/2026 | Royal Bank of Canada | 6,425 | $271K | 0.0% | -12.8% | 0.032% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,995 | $295K | 0.0% | N/A | 0.035% | |
| 5/14/2026 | Gibbs Wealth Management | 38,251 | $1.62M | 0.2% | N/A | 0.191% | |
| 5/13/2026 | Cetera Investment Advisers | 550,392 | $23.24M | 0.0% | +0.3% | 2.752% | |
| 5/13/2026 | Signature Equity Partners LLC | 766 | $32K | 0.0% | N/A | 0.004% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 26,443 | $1.12M | 0.0% | -2.7% | 0.132% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 49,845 | $2.11M | 0.0% | -9.8% | 0.249% | |
| 5/7/2026 | Balefire LLC | 22,022 | $930K | 0.2% | +6.6% | 0.110% | |
| 5/6/2026 | Modera Wealth Management LLC | 107,234 | $4.53M | 0.1% | -22.3% | 0.536% | |
| 5/6/2026 | Assetmark Inc. | 450,749 | $19.04M | 0.0% | -2.0% | 2.254% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,269 | $54K | 0.0% | N/A | 0.006% | |
| 5/5/2026 | Sanctuary Advisors LLC | 28,546 | $1.21M | 0.0% | -10.8% | 0.143% | |
| 5/5/2026 | Sigma Planning Corp | 9,723 | $411K | 0.0% | +11.1% | 0.049% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 13,891 | $587K | 0.2% | +27.6% | 0.069% | |
| 5/2/2026 | Strategic Wealth Advisors LLC | 4,398 | $185K | 0.1% | -8.1% | 0.022% | |
| 5/2/2026 | Diversify Wealth Management LLC | 5,016 | $224K | 0.0% | N/A | 0.025% | |
| 5/1/2026 | Fifth Third Bancorp | 2,891 | $122K | 0.0% | N/A | 0.014% | |
| 5/1/2026 | Simplicity Wealth LLC | 45,262 | $1.91M | 0.1% | +22.7% | 0.226% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,033 | $762K | 0.0% | +105.9% | 0.090% | |
| 4/30/2026 | PCB Capital LLC | 6,275 | $265K | 0.4% | +6.7% | 0.031% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,606 | $68K | 0.0% | -78.0% | 0.008% | |
| 4/28/2026 | Raleigh Capital Management Inc. | 35,118 | $1.48M | 0.5% | +3.7% | 0.176% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 20,856 | $881K | 0.1% | -3.7% | 0.104% | |
| 4/27/2026 | Integrity Wealth Partners LLC | 5,553 | $235K | 0.2% | N/A | 0.028% | |
| 4/27/2026 | BIP Wealth LLC | 99,648 | $4.21M | 0.2% | -14.2% | 0.498% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 6,250 | $255K | 0.1% | -4.7% | 0.031% | |
| 4/27/2026 | Private Advisor Group LLC | 22,187 | $937K | 0.0% | -84.9% | 0.111% | |
| 4/25/2026 | Eagle Bluffs Wealth Management LLC | 105,668 | $4.46M | 1.7% | +1.0% | 0.528% | |
| 4/23/2026 | Apollon Wealth Management LLC | 12,264 | $518K | 0.0% | -12.8% | 0.061% | |
| 4/22/2026 | Aspire Private Capital LLC | 66,631 | $2.81M | 0.6% | -4.8% | 0.333% | |
| 4/21/2026 | Maridea Wealth Management LLC | 10,495 | $443K | 0.1% | -5.7% | 0.052% | |
| 4/20/2026 | Global Financial Private Client LLC | 18,577 | $785K | 0.3% | +6.2% | 0.093% | |
| 4/20/2026 | RFG Advisory LLC | 34,551 | $1.46M | 0.0% | -2.0% | 0.173% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 19,930 | $842K | 0.2% | +8.6% | 0.100% | |
| 4/17/2026 | Total Clarity Wealth Management Inc. | 49,716 | $2.10M | 0.5% | -19.9% | 0.249% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 59,303 | $2.50M | 0.2% | +4.3% | 0.297% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 7,906 | $334K | 0.0% | -17.7% | 0.040% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 9,500 | $401K | 0.1% | -6.6% | 0.048% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 30,103 | $1.27M | 0.8% | -7.3% | 0.151% | |
| 4/16/2026 | Balboa Wealth Partners | 6,039 | $255K | 0.0% | -5.6% | 0.030% | |
| 3/13/2026 | World Investment Advisors | 6,865 | $281K | 0.0% | N/A | 0.036% | |
| 3/9/2026 | Corient Private Wealth LLC | 15,201 | $622K | 0.0% | +45.7% | 0.079% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 3,035 | $124K | 0.1% | N/A | 0.016% | |
| 3/4/2026 | Pure Financial Advisors LLC | 84,479 | $3.45M | 0.1% | -1.5% | 0.438% | |
| 2/19/2026 | WealthPoint Financial LLC | 7,099 | $290K | 0.3% | N/A | 0.037% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 17,233 | $704K | 0.0% | +21.2% | 0.089% | |
| 2/19/2026 | Corient Private Wealth LLC | 15,201 | $622K | 0.0% | +45.7% | 0.079% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 5,335 | $218K | 0.0% | -15.8% | 0.028% | |
| 2/18/2026 | NewEdge Advisors LLC | 68,961 | $2.82M | 0.0% | -2.8% | 0.357% | |
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| 2/18/2026 | Empowered Funds LLC | 2,241 | $92K | 0.0% | N/A | 0.012% | |
| 2/18/2026 | Wellington Management Group LLP | 52,984 | $2.17M | 0.0% | +566.0% | 0.275% | |
| 2/17/2026 | Cetera Investment Advisers | 548,620 | $22.42M | 0.0% | +3.9% | 2.843% | |
| 2/17/2026 | Hilltop Holdings Inc. | 5,894 | $241K | 0.0% | -4.1% | 0.031% | |
| 2/17/2026 | Equitable Holdings Inc. | 110,036 | $4.50M | 0.0% | -51.4% | 0.570% | |
| 2/17/2026 | GeoWealth Management LLC | 15,387 | $629K | 0.0% | +2.0% | 0.080% | |
| 2/17/2026 | Osaic Holdings Inc. | 490,585 | $20.05M | 0.0% | -15.7% | 2.542% | |
| 2/17/2026 | Advisory Services Network LLC | 7,717 | $315K | 0.0% | +27.4% | 0.040% | |
| 2/17/2026 | Private Advisor Group LLC | 147,002 | $6.01M | 0.0% | +8.9% | 0.762% | |
| 2/17/2026 | Royal Bank of Canada | 7,372 | $301K | 0.0% | -16.6% | 0.038% | |