| 7/1/2026 | Marathon Mission Inc. | 125,387 | $11.89M | 5.9% | +1.9% | 0.442% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 646 | $55K | 0.0% | N/A | 0.002% | |
| 6/24/2026 | Redwood Investment Management LLC | 70,898 | $6.04M | 0.7% | +6.0% | 0.250% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 625,208 | $53.24M | 3.3% | +2.4% | 2.205% | |
| 6/3/2026 | NewEdge Advisors LLC | 19,844 | $1.69M | 0.0% | -19.8% | 0.070% | |
| 5/29/2026 | Asset Dedication LLC | 151,326 | $12.89M | 0.9% | -34.9% | 0.534% | |
| 5/19/2026 | NewEdge Advisors LLC | 13,749 | $1.17M | 0.0% | -44.4% | 0.048% | |
| 5/19/2026 | Bank of America Corp DE | 141,810 | $12.08M | 0.0% | +12.3% | 0.500% | |
| 5/19/2026 | Arkadios Wealth Advisors | 2,979 | $254K | 0.0% | N/A | 0.011% | |
| 5/18/2026 | Royal Bank of Canada | 48,141 | $4.10M | 0.0% | +16.3% | 0.170% | |
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| 5/18/2026 | Empowered Funds LLC | 40,599 | $3.46M | 0.0% | +0.6% | 0.143% | |
| 5/16/2026 | Quantinno Capital Management LP | 21,284 | $1.81M | 0.0% | -22.1% | 0.075% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 3,031 | $258K | 0.0% | -12.3% | 0.011% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 68,649 | $5.85M | 0.5% | -4.9% | 0.242% | |
| 5/14/2026 | Klingman & Associates LLC | 369,859 | $31.49M | 1.5% | -0.3% | 1.305% | |
| 5/14/2026 | Gibbs Wealth Management | 7,589 | $646K | 0.1% | +168.6% | 0.027% | |
| 5/13/2026 | Cetera Investment Advisers | 410,049 | $34.92M | 0.0% | +7.5% | 1.446% | |
| 5/13/2026 | Prestige Wealth Management Group LLC | 94,745 | $8.07M | 1.6% | -2.4% | 0.334% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 110,354 | $9.40M | 0.2% | -4.7% | 0.389% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,899 | $162K | 0.0% | +8.9% | 0.007% | |
| 5/7/2026 | Florida Financial Advisors LLC | 9,557 | $814K | 0.2% | +29.8% | 0.034% | |
| 5/7/2026 | Balefire LLC | 4,840 | $412K | 0.1% | +10.0% | 0.017% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 31,667 | $2.70M | 0.2% | -37.9% | 0.112% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 2,086 | $188K | 0.0% | +36.2% | 0.007% | |
| 5/6/2026 | Modera Wealth Management LLC | 37,362 | $3.18M | 0.0% | -26.2% | 0.132% | |
| 5/6/2026 | Assetmark Inc. | 529 | $45K | 0.0% | -73.0% | 0.002% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 44,305 | $3.77M | 0.1% | +0.3% | 0.156% | |
| 5/5/2026 | Signet Financial Management LLC | 129,387 | $11.02M | 1.2% | -2.4% | 0.456% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 918,268 | $78.19M | 2.1% | +2.8% | 3.239% | |
| 5/4/2026 | Lutz Financial Services LLC | 805,859 | $68.62M | 4.6% | +2.9% | 2.843% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 60,547 | $5.50M | 0.1% | +5.7% | 0.214% | |
| 5/2/2026 | Global Assets Advisory LLC | 8,513 | $725K | 0.2% | N/A | 0.030% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 6,399 | $545K | 0.1% | -3.5% | 0.023% | |
| 5/2/2026 | Diversify Wealth Management LLC | 2,541 | $229K | 0.0% | N/A | 0.009% | |
| 5/2/2026 | Valmark Advisers Inc. | 5,041 | $429K | 0.0% | -7.0% | 0.018% | |
| 5/1/2026 | Capital Squared Financial LLC | 22,116 | $1.88M | 1.4% | +9.3% | 0.078% | |
| 5/1/2026 | Fifth Third Bancorp | 2,420 | $206K | 0.0% | N/A | 0.009% | |
| 5/1/2026 | WealthShield Partners LLC | 88,173 | $7.51M | 0.8% | +1.4% | 0.311% | |
| 4/30/2026 | Elevated Capital Advisors LLC | 16,371 | $1.39M | 0.4% | -14.0% | 0.058% | |
| 4/30/2026 | Kestra Advisory Services LLC | 24,788 | $2.11M | 0.0% | +2.1% | 0.087% | |
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| 4/29/2026 | Cvfg LLC | 9,603 | $818K | 0.1% | N/A | 0.034% | |
| 4/29/2026 | Resonant Capital Advisors LLC | 6,915 | $589K | 0.0% | -2.3% | 0.024% | |
| 4/29/2026 | Montz Harcus Wealth Management LLC | 45,162 | $3.85M | 1.6% | +0.4% | 0.159% | |
| 4/29/2026 | Burney Co. | 6,193 | $527K | 0.0% | -32.8% | 0.022% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 31,523 | $2.68M | 0.2% | -6.8% | 0.111% | |
| 4/28/2026 | QRG Capital Management Inc. | 5,739 | $489K | 0.0% | -3.9% | 0.020% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 22,138 | $1.89M | 0.2% | -11.2% | 0.078% | |
| 4/27/2026 | Marotta Asset Management | 46,414 | $3.97M | 0.7% | -6.0% | 0.164% | |
| 4/27/2026 | Private Advisor Group LLC | 93,543 | $7.97M | 0.0% | +9.3% | 0.330% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 9,100 | $775K | 0.0% | N/A | 0.032% | |
| 4/25/2026 | Stevens Capital Partners | 23,051 | $1.96M | 0.5% | -0.7% | 0.081% | |
| 4/25/2026 | KPP Advisory Services LLC | 9,679 | $824K | 0.1% | +6.4% | 0.034% | |
| 4/24/2026 | First Pacific Financial | 367,076 | $31.26M | 4.0% | -0.7% | 1.295% | |
| 4/24/2026 | Prism Advisors Inc. | 20,188 | $1.72M | 0.5% | -3.8% | 0.071% | |
| 4/23/2026 | Balanced Wealth Group LLC | 161,121 | $13.72M | 4.9% | +2.9% | 0.568% | |
| 4/23/2026 | Flagstar Advisors Inc. | 5,198 | $443K | 0.2% | -2.6% | 0.018% | |
| 4/23/2026 | Private Wealth Management Group LLC | 116,916 | $9.96M | 2.6% | -4.9% | 0.412% | |
| 4/23/2026 | Intrua Financial LLC | 27,452 | $2.34M | 0.2% | -0.6% | 0.097% | |
| 4/23/2026 | Financial Guidance Group Inc. | 20,262 | $1.73M | 0.7% | -7.2% | 0.071% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 5,873 | $500K | 0.0% | -2.6% | 0.021% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 10,583 | $901K | 0.1% | -6.6% | 0.037% | |
| 4/22/2026 | Meridian Financial Advisors LLC | 5,463 | $465K | 0.3% | -5.2% | 0.019% | |
| 4/21/2026 | HF Advisory Group LLC | 17,470 | $1.49M | 0.5% | +7.7% | 0.062% | |
| 4/21/2026 | Topsail Wealth Management LLC | 5,923 | $504K | 0.1% | +4.6% | 0.021% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 285,050 | $24.27M | 1.0% | +1.2% | 1.005% | |
| 4/21/2026 | Falcon Wealth Planning | 4,244 | $361K | 0.0% | -5.4% | 0.015% | |
| 4/21/2026 | Fiduciary Alliance LLC | 12,741 | $1.13M | 0.1% | +17.2% | 0.045% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 5,981 | $509K | 0.0% | +76.6% | 0.021% | |
| 4/18/2026 | Berman McAleer LLC | 15,351 | $1.31M | 0.2% | -4.3% | 0.054% | |
| 4/17/2026 | Capital Wealth Management LLC | 97,552 | $8.31M | 2.2% | +7.3% | 0.344% | |
| 4/17/2026 | Marathon Mission Inc. | 122,996 | $10.47M | 6.1% | -0.7% | 0.434% | |
| 4/17/2026 | Brookstone Capital Management | 27,535 | $2.35M | 0.0% | -5.1% | 0.097% | |
| 4/15/2026 | Brady Martz Wealth Solutions LLC | 11,834 | $1.01M | 0.2% | -12.4% | 0.042% | |
| 3/17/2026 | Cornerstone Planning LLC | 2,661 | $225K | 0.1% | N/A | 0.009% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,260 | $107K | 0.0% | +16.1% | 0.004% | |
| 3/4/2026 | Pure Financial Advisors LLC | 14,274 | $1.21M | 0.0% | -5.8% | 0.050% | |
| 3/2/2026 | Cogent Strategic Wealth LLC | 3,620 | $322K | 0.4% | N/A | 0.013% | |
| 2/25/2026 | Tempo Wealth LLC | 4,654 | $394K | 0.1% | N/A | 0.016% | |
| 2/25/2026 | MidFirst Bank | 14,255 | $1.21M | 0.1% | N/A | 0.050% | |
| 2/18/2026 | Ameriflex Group Inc. | 435 | $37K | 0.0% | -50.0% | 0.002% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 203,268 | $17.21M | 0.0% | -1.2% | 0.713% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 11,331 | $959K | 0.1% | -19.6% | 0.040% | |
| 2/18/2026 | FAS Wealth Partners Inc. | 610,840 | $51.71M | 3.3% | +1.9% | 2.143% | |
| 2/18/2026 | EP Wealth Advisors LLC | 19,153 | $1.62M | 0.0% | N/A | 0.067% | |
| 2/18/2026 | NewEdge Advisors LLC | 24,729 | $2.09M | 0.0% | +3.7% | 0.087% | |
| 2/18/2026 | Empowered Funds LLC | 40,344 | $3.42M | 0.0% | N/A | 0.142% | |
| 2/18/2026 | IHT Wealth Management LLC | 139,895 | $11.84M | 0.3% | -22.7% | 0.491% | |
| 2/17/2026 | AQR Capital Management LLC | 39,973 | $3.38M | 0.0% | +123.4% | 0.140% | |
| 2/17/2026 | Cetera Investment Advisers | 381,286 | $32.28M | 0.0% | +16.2% | 1.338% | |
| 2/17/2026 | Equitable Holdings Inc. | 296,276 | $25.08M | 0.2% | -0.1% | 1.040% | |
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| 2/17/2026 | Miller Capital Partners Inc. | 767 | $65K | 0.0% | N/A | 0.003% | |
| 2/17/2026 | Osaic Holdings Inc. | 47,182 | $4.00M | 0.0% | -51.2% | 0.166% | |
| 2/17/2026 | Advisory Services Network LLC | 12,271 | $1.04M | 0.0% | +759.3% | 0.043% | |
| 2/17/2026 | Private Advisor Group LLC | 85,592 | $7.25M | 0.0% | +3.4% | 0.300% | |
| 2/17/2026 | Captrust Financial Advisors | 26,434 | $2.24M | 0.0% | -4.5% | 0.093% | |
| 2/17/2026 | &PARTNERS | 4,355 | $369K | 0.0% | -24.6% | 0.015% | |
| 2/17/2026 | Royal Bank of Canada | 41,400 | $3.51M | 0.0% | -0.7% | 0.145% | |
| 2/16/2026 | MML Investors Services LLC | 162,800 | $13.78M | 0.0% | +4.8% | 0.571% | |
| 2/16/2026 | Mariner LLC | 127,799 | $10.82M | 0.0% | +13.2% | 0.448% | |
| 2/16/2026 | Focus Partners Wealth | 17,428 | $1.48M | 0.0% | +10.4% | 0.061% | |