| 9/23/2026 | Envestnet Asset Management Inc. | 1,061,578 | $43.48M | 0.0% | +23.2% | 1.201% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 371,000 | $15.20M | 0.1% | -27.7% | 0.430% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 630,051 | $25.81M | 0.2% | -0.5% | 0.730% | |
| 9/9/2026 | NewEdge Advisors LLC | 26,520 | $1.09M | 0.0% | -5.3% | 0.031% | |
| 9/9/2026 | IFP Advisors Inc | 58,421 | $2.39M | 0.0% | -4.2% | 0.068% | |
| 8/24/2026 | Strategic Financial Services Inc. | 8,625,214 | $353.29M | 15.5% | -0.9% | 9.994% | |
| 8/22/2026 | Shah Wealth Advisors LLC | 654,401 | $26.80M | 6.2% | N/A | 0.758% | |
| 8/21/2026 | XML Financial LLC | 6,912 | $283K | 0.0% | N/A | 0.008% | |
| 8/20/2026 | Orgel Wealth Management LLC | 9,445 | $387K | 0.0% | +7.8% | 0.011% | |
| 7/10/2026 | Heck Capital Advisors LLC | 326,954 | $13.39M | 0.8% | -3.0% | 0.384% | |
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| 7/8/2026 | Thrive Wealth Management LLC | 509,257 | $20.86M | 2.7% | +48.8% | 0.590% | |
| 6/9/2026 | Contango Wealth Management LLC | 10,390 | $405K | 0.5% | -81.8% | 0.012% | |
| 6/1/2026 | Dala Group LLC | 8,185 | $319K | 0.3% | N/A | 0.010% | |
| 5/29/2026 | Ipsen Advisor Group LLC | 98,778 | $3.85M | 2.7% | +54.3% | 0.119% | |
| 5/19/2026 | Western Wealth Management LLC | 61,396 | $2.39M | 0.1% | +1.6% | 0.074% | |
| 5/19/2026 | Bank of America Corp DE | 344,103 | $13.41M | 0.0% | -0.7% | 0.413% | |
| 5/18/2026 | Royal Bank of Canada | 24,688 | $962K | 0.0% | +24.1% | 0.030% | |
| 5/16/2026 | Quantinno Capital Management LP | 86,576 | $3.37M | 0.0% | +14.4% | 0.104% | |
| 5/14/2026 | Compound Planning Inc. | 1,936,262 | $75.44M | 2.3% | -3.5% | 2.324% | |
| 5/14/2026 | Modern Wealth Management LLC | 673,114 | $26.68M | 0.5% | -11.1% | 0.808% | |
| 5/13/2026 | Cetera Investment Advisers | 50,079 | $1.95M | 0.0% | +10.8% | 0.060% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 1,894,582 | $73.81M | 6.0% | +2.9% | 2.274% | |
| 5/8/2026 | Maimon Wealth Management LTD. | 31,890 | $1.21M | 1.1% | +20.9% | 0.038% | |
| 5/8/2026 | Johnson Financial Group Inc. | 826 | $32K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 791 | $31K | 0.0% | +1,981.6% | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 1,160 | $45K | 0.0% | -92.2% | 0.001% | |
| 5/6/2026 | Gallacher Capital Management LLC | 40,589 | $1.58M | 0.6% | +4.2% | 0.049% | |
| 5/5/2026 | D.A. Davidson & CO. | 6,276 | $245K | 0.0% | +8.7% | 0.008% | |
| 5/5/2026 | Meridian Management Co. | 266,791 | $10.39M | 2.6% | -1.6% | 0.320% | |
| 5/5/2026 | Sigma Planning Corp | 30,220 | $1.18M | 0.0% | +10.7% | 0.036% | |
| 5/4/2026 | Bleakley Financial Group LLC | 31,313 | $1.22M | 0.0% | N/A | 0.038% | |
| 5/4/2026 | Citizens National Bank Trust Department | 135,154 | $5.27M | 0.9% | +2.8% | 0.162% | |
| 5/2/2026 | Diversify Wealth Management LLC | 61,192 | $2.45M | 0.0% | N/A | 0.073% | |
| 5/1/2026 | Fifth Third Bancorp | 11,196 | $436K | 0.0% | N/A | 0.013% | |
| 5/1/2026 | Sovran Advisors LLC | 7,380 | $302K | 0.0% | +4.1% | 0.009% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 513,322 | $20.00M | 0.1% | -35.3% | 0.621% | |
| 5/1/2026 | Beirne Wealth Consulting Services LLC | 151,772 | $5.91M | 1.7% | +37.3% | 0.184% | |
| 4/30/2026 | Kestra Advisory Services LLC | 100,587 | $3.92M | 0.0% | +15.6% | 0.122% | |
| 4/29/2026 | Northwest Wealth Advisors LLC | 194,093 | $7.56M | 5.4% | +13.3% | 0.235% | |
| 4/29/2026 | Kiley Juergens Wealth Management LLC | 6,375 | $248K | 0.0% | N/A | 0.008% | |
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| 4/28/2026 | Seascape Capital Management | 16,305 | $635K | 0.2% | +7.0% | 0.020% | |
| 4/28/2026 | GM Advisory Group LLC | 9,068 | $353K | 0.0% | N/A | 0.011% | |
| 4/27/2026 | HB Wealth Management LLC | 12,802 | $499K | 0.0% | -13.2% | 0.015% | |
| 4/23/2026 | Wetzel Investment Advisors Inc. | 6,963 | $271K | 0.1% | -15.3% | 0.008% | |
| 4/22/2026 | DDFG Inc | 322,928 | $12.58M | 2.7% | +13.6% | 0.390% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 136,329 | $5.31M | 0.0% | +98.7% | 0.165% | |
| 4/22/2026 | MBE Wealth Management LLC | 5,141 | $200K | 0.1% | N/A | 0.006% | |
| 4/21/2026 | Armbruster Capital Management Inc. | 33,600 | $1.31M | 0.2% | +2.5% | 0.041% | |
| 4/21/2026 | Foster & Motley Inc. | 370,528 | $14.44M | 0.7% | -4.5% | 0.452% | |
| 4/20/2026 | Ritholtz Wealth Management | 28,373 | $1.11M | 0.0% | N/A | 0.035% | |
| 4/17/2026 | Halbert Hargrove Global Advisors LLC | 3,339,669 | $130.11M | 6.3% | +0.3% | 4.073% | |
| 4/17/2026 | Baker Ellis Asset Management LLC | 12,500 | $487K | 0.1% | -37.5% | 0.015% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 14,422 | $562K | 0.1% | -9.2% | 0.018% | |
| 4/16/2026 | Evolve Private Wealth LLC | 109,832 | $4.28M | 0.2% | -2.5% | 0.134% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 62,840 | $2.37M | 0.0% | -3.8% | 0.080% | |
| 3/9/2026 | Corient Private Wealth LLC | 860,965 | $32.50M | 0.0% | -1.0% | 1.102% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 31,551 | $1.19M | 1.1% | N/A | 0.040% | |
| 2/19/2026 | Compound Planning Inc. | 2,005,671 | $75.71M | 2.2% | +2.3% | 2.568% | |
| 2/19/2026 | Corient Private Wealth LLC | 860,965 | $32.50M | 0.0% | -1.0% | 1.102% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 13,690 | $517K | 0.0% | +6.8% | 0.018% | |
| 2/18/2026 | EP Wealth Advisors LLC | 7,411 | $280K | 0.0% | N/A | 0.009% | |
| 2/18/2026 | Stokes Family Office LLC | 279,707 | $10.56M | 1.0% | -26.1% | 0.358% | |
| 2/18/2026 | Obsido Oy | 296,767 | $11.20M | 6.9% | +5.8% | 0.380% | |
| 2/18/2026 | Evolve Private Wealth LLC | 112,643 | $4.25M | 0.3% | N/A | 0.144% | |
| 2/17/2026 | AQR Capital Management LLC | 51,750 | $1.95M | 0.0% | +9.0% | 0.066% | |
| 2/17/2026 | Cetera Investment Advisers | 45,204 | $1.71M | 0.0% | +18.2% | 0.058% | |
| 2/17/2026 | Equitable Holdings Inc. | 126,388 | $4.77M | 0.0% | +6.6% | 0.162% | |
| 2/17/2026 | Schrum Private Wealth Management LLC | 5,330 | $201K | 0.1% | N/A | 0.007% | |
| 2/17/2026 | Osaic Holdings Inc. | 130,129 | $4.91M | 0.0% | +2.4% | 0.167% | |
| 2/17/2026 | Royal Bank of Canada | 19,890 | $751K | 0.0% | -35.4% | 0.025% | |
| 2/16/2026 | MML Investors Services LLC | 13,620 | $514K | 0.0% | +4.7% | 0.017% | |
| 2/16/2026 | Focus Partners Wealth | 112,584 | $4.25M | 0.0% | -6.5% | 0.144% | |
| 2/16/2026 | Arax Advisory Partners | 890 | $34K | 0.0% | N/A | 0.001% | |
| 2/13/2026 | Kestra Advisory Services LLC | 86,984 | $3.28M | 0.0% | -16.2% | 0.111% | |
| 2/13/2026 | AlTi Global Inc. | 94,210 | $3.56M | 0.1% | +8.3% | 0.121% | |
| 2/13/2026 | Magnolia Capital Advisors LLC | 59,213 | $2.24M | 0.5% | +21.0% | 0.076% | |
| 2/13/2026 | Alchemi Wealth LLC | 86,428 | $3.26M | 1.8% | N/A | 0.111% | |
| 2/13/2026 | Wells Fargo & Company MN | 685,234 | $25.87M | 0.0% | +14.4% | 0.877% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 135,151 | $5.10M | 0.0% | +21.3% | 0.173% | |
| 2/12/2026 | Principal Securities Inc. | 46,622 | $1.76M | 0.0% | +5.0% | 0.060% | |
| 2/12/2026 | Wescott Financial Advisory Group LLC | 9,975 | $377K | 0.0% | -7.3% | 0.013% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 68,617 | $2.59M | 0.0% | +249.7% | 0.088% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 7,046 | $266K | 0.0% | N/A | 0.009% | |
| 2/11/2026 | Cerity Partners LLC | 70,426 | $2.66M | 0.0% | -1.1% | 0.090% | |
| 2/11/2026 | LPL Financial LLC | 317,046 | $11.97M | 0.0% | +15.0% | 0.406% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 7,011 | $265K | 0.0% | -8.3% | 0.009% | |
| 2/11/2026 | JPMorgan Chase & Co. | 752,700 | $28.41M | 0.0% | -3.8% | 0.964% | |
| 2/11/2026 | LCW Services LLC | 34,802 | $1.31M | 0.7% | N/A | 0.045% | |
| 2/11/2026 | First Command Advisory Services Inc. | 702,540 | $26.52M | 0.2% | +0.7% | 0.900% | |
| 2/11/2026 | Ipsen Advisor Group LLC | 64,028 | $2.42M | 1.7% | N/A | 0.082% | |
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| 2/11/2026 | J.W. Cole Advisors Inc. | 19,254 | $727K | 0.0% | +2.0% | 0.025% | |
| 2/11/2026 | Vise Technologies Inc. | 130,105 | $4.91M | 0.1% | +89.6% | 0.167% | |
| 2/10/2026 | Cibc World Market Inc. | 19,743 | $745K | 0.0% | +16.7% | 0.025% | |
| 2/10/2026 | Avestar Capital LLC | 144,171 | $5.44M | 0.4% | +0.7% | 0.185% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 15,507 | $585K | 0.0% | -92.3% | 0.020% | |
| 2/10/2026 | Dynasty Wealth Management LLC | 170,915 | $6.45M | 0.1% | -1.7% | 0.219% | |
| 2/10/2026 | Meridian Management Co. | 270,992 | $10.23M | 2.5% | +1.6% | 0.347% | |
| 2/10/2026 | Operose Advisors LLC | 800 | $30K | 0.0% | -68.4% | 0.001% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 19,066,471 | $719.76M | 0.5% | +10.6% | 24.413% | |
| 2/10/2026 | Savant Capital LLC | 32,248 | $1.22M | 0.0% | +17.8% | 0.041% | |