| 10/5/2026 | Gladwyn Financial Advisors Inc. | 104,735 | $9.70M | 6.2% | -1.8% | 0.028% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 3,695 | $342K | 0.0% | N/A | 0.001% | |
| 10/5/2026 | Eastern Bank | 540 | $50K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | FC Advisory LLC | 465,370 | $43.12M | 11.3% | +1.4% | 0.125% | |
| 10/5/2026 | Heartwood Wealth Advisors LLC | 12,760 | $1.18M | 0.1% | +3.0% | 0.003% | |
| 10/2/2026 | CX Institutional | 357,048 | $33.08M | 0.9% | +3.7% | 0.096% | |
| 10/2/2026 | Private Client Services LLC | 5,368 | $497K | 0.1% | N/A | 0.001% | |
| 9/25/2026 | Atomic Invest LLC | 6,458 | $558K | 0.0% | +2,835.5% | 0.002% | |
| 9/23/2026 | QRG Capital Management Inc. | 10,146 | $892K | 0.0% | +1,152.6% | 0.003% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 5,665 | $498K | 0.0% | +449.5% | 0.002% | |
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| 9/23/2026 | Envestnet Asset Management Inc. | 3,554,068 | $312.42M | 0.0% | +399.7% | 0.953% | |
| 9/21/2026 | Silicon Valley Capital Partners | 45,833 | $4.03M | 0.4% | +391.6% | 0.012% | |
| 9/17/2026 | Wellington Altus USA Inc. | 1,342 | $118K | 0.1% | -80.2% | 0.000% | |
| 9/15/2026 | Anchor Investment Management LLC | 4,300 | $378K | 0.0% | +400.0% | 0.001% | |
| 9/15/2026 | Cherry Tree Wealth Management LLC | 2,055 | $181K | 0.0% | +400.0% | 0.001% | |
| 9/9/2026 | Bouchey Financial Group Ltd. | 4,020 | $353K | 0.0% | +400.0% | 0.001% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 8,525 | $749K | 0.0% | +473.3% | 0.002% | |
| 9/9/2026 | Tidal Investments LLC | 31,451 | $2.77M | 0.0% | N/A | 0.008% | |
| 9/9/2026 | Capital Analysts LLC | 1,771 | $156K | 0.0% | +400.3% | 0.000% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 72,332 | $6.36M | 0.0% | +559.4% | 0.019% | |
| 9/9/2026 | RFG Advisory LLC | 13,912 | $1.22M | 0.0% | +264.5% | 0.004% | |
| 9/9/2026 | NewEdge Advisors LLC | 102,073 | $8.97M | 0.0% | +390.6% | 0.027% | |
| 9/9/2026 | IFP Advisors Inc | 23,041 | $2.03M | 0.0% | +77.4% | 0.006% | |
| 9/9/2026 | Baird Financial Group Inc. | 186,602 | $16.40M | 0.0% | +621.8% | 0.050% | |
| 9/8/2026 | Allworth Financial LP | 33,638 | $2.96M | 0.0% | +427.0% | 0.009% | |
| 9/8/2026 | Waverly Advisors LLC | 156,140 | $13.73M | 0.1% | +474.3% | 0.042% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 960 | $84K | 0.0% | +400.0% | 0.000% | |
| 9/3/2026 | Anchor Capital Advisors LLC | 5,000 | $440K | 0.0% | +400.0% | 0.001% | |
| 9/2/2026 | Range Advisory LLC | 4,379 | $385K | 0.0% | +523.8% | 0.001% | |
| 9/2/2026 | Capital & Planning LLC | 133,729 | $11.76M | 6.1% | +394.2% | 0.036% | |
| 8/28/2026 | Cornerstone Financial Management LLC | 66,353 | $5.83M | 4.7% | +396.0% | 0.018% | |
| 8/27/2026 | Corient Private Wealth LP | 32,846 | $2.89M | 0.0% | +256.2% | 0.009% | |
| 8/27/2026 | Tucker Asset Management LLC | 1,301 | $114K | 0.0% | +507.9% | 0.000% | |
| 8/23/2026 | Mason & Associates LLC | 4,275 | $376K | 0.1% | +400.0% | 0.001% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 135,250 | $11.89M | 0.2% | +154.2% | 0.036% | |
| 8/23/2026 | Trevian Wealth Management LLC | 5,850 | $514K | 0.2% | +400.0% | 0.002% | |
| 8/23/2026 | Wedmont Private Capital | 2,666 | $237K | 0.0% | +400.2% | 0.001% | |
| 8/23/2026 | Kintra Wealth LLC | 72,122 | $6.57M | 0.3% | +425.4% | 0.019% | |
| 8/23/2026 | Endeavor Private Wealth Inc. | 3,345 | $294K | 0.1% | +221.3% | 0.001% | |
| 8/23/2026 | Yarger Wealth Strategies LLC | 2,909 | $259K | 0.1% | +400.7% | 0.001% | |
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| 8/23/2026 | HB Wealth Management LLC | 379,143 | $33.33M | 0.2% | +401.1% | 0.101% | |
| 8/23/2026 | Angeles Wealth Management LLC | 2,869,561 | $252.28M | 9.7% | +402.4% | 0.763% | |
| 8/23/2026 | Kaydan Wealth Management Inc. | 3,300 | $290K | 0.1% | +397.7% | 0.001% | |
| 8/22/2026 | Compass Financial Management LLC | 24,295 | $2.15M | 0.2% | N/A | 0.006% | |
| 8/22/2026 | Maloon Powers Pitre Higgins & Dennehy LLC | 5,665 | $498K | 0.2% | N/A | 0.002% | |
| 8/22/2026 | Markowski Investments | 2,873 | $253K | 0.1% | N/A | 0.001% | |
| 8/22/2026 | Montgomery Financial Services LLC | 410 | $36K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Comprehensive Financial Planning Inc. PA | 5,268 | $463K | 0.2% | +400.8% | 0.001% | |
| 8/22/2026 | Legacy Wealth Managment LLC ID | 15,658 | $1.38M | 0.6% | +412.0% | 0.004% | |
| 8/22/2026 | Rik Saylor Financial Inc. | 30,025 | $2.64M | 1.7% | +399.3% | 0.008% | |
| 8/22/2026 | NWF Advisory Services Inc. | 205,879 | $18.10M | 1.7% | +421.5% | 0.055% | |
| 8/22/2026 | Wheelhouse Advisory Group LLC | 254,581 | $22.38M | 6.3% | +412.6% | 0.068% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 4,210 | $370K | 0.0% | +228.6% | 0.001% | |
| 8/22/2026 | Premier Path Wealth Partners LLC | 2,360 | $207K | 0.0% | N/A | 0.001% | |
| 8/22/2026 | Lakeshore Financial Planning Inc. | 8,388 | $737K | 0.2% | +406.2% | 0.002% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 236,260 | $20.77M | 0.2% | +328.2% | 0.063% | |
| 8/21/2026 | Fortune 45 LLC | 36,611 | $3.22M | 1.4% | +400.5% | 0.010% | |
| 8/21/2026 | High Net Worth Advisory Group LLC | 45,447 | $4.00M | 0.8% | +408.7% | 0.012% | |
| 8/21/2026 | Retireful LLC | 4,695 | $414K | 0.4% | +400.0% | 0.001% | |
| 8/21/2026 | Leo H. Evart Inc. | 516 | $45K | 0.0% | +386.8% | 0.000% | |
| 8/21/2026 | Beacon Capital Management LLC | 530,802 | $46.66M | 6.8% | +292.1% | 0.141% | |
| 8/21/2026 | Greenspring Advisors LLC | 5,799 | $510K | 0.0% | +402.5% | 0.002% | |
| 8/21/2026 | Rodgers & Associates LTD | 8,622 | $758K | 0.1% | +393.2% | 0.002% | |
| 8/21/2026 | Continuum Advisory LLC | 28,589 | $2.51M | 0.2% | +419.2% | 0.008% | |
| 8/21/2026 | Orion Capital Management LLC | 2,089 | $184K | 0.1% | +294.2% | 0.001% | |
| 8/21/2026 | Sunburst Financial Group LLC | 3,817 | $336K | 0.1% | +400.3% | 0.001% | |
| 8/21/2026 | Resolute Advisors LLC | 126,108 | $11.09M | 2.7% | +400.5% | 0.034% | |
| 8/21/2026 | Natural Investments LLC | 5,160 | $453K | 0.1% | +400.0% | 0.001% | |
| 8/21/2026 | XML Financial LLC | 5,616 | $494K | 0.0% | +471.3% | 0.001% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 7,047 | $619K | 0.1% | +398.7% | 0.002% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 4,184 | $368K | 0.0% | +579.2% | 0.001% | |
| 8/21/2026 | Clarus Wealth Advisors | 135,598 | $11.86M | 4.3% | +147.8% | 0.036% | |
| 8/21/2026 | Chesapeake Wealth Management | 2,325 | $204K | 0.1% | N/A | 0.001% | |
| 8/21/2026 | Investors Research Corp | 2,792 | $245K | 0.0% | +491.5% | 0.001% | |
| 8/21/2026 | Triumph Capital Management | 334 | $29K | 0.0% | +398.5% | 0.000% | |
| 8/21/2026 | Legacy Financial Advisors Inc. | 12,091 | $1.06M | 0.1% | +388.9% | 0.003% | |
| 8/20/2026 | Jackson Wealth Management LLC | 2,410 | $212K | 0.1% | -81.9% | 0.001% | |
| 8/17/2026 | Blue Edge Capital LLC | 409,912 | $36.04M | 4.3% | +348.5% | 0.109% | |
| 8/12/2026 | Compass Financial Management LLC | 24,295 | $2.15M | 0.3% | N/A | 0.006% | |
| 7/12/2026 | First Community Trust NA | 875 | $77K | 0.0% | +400.0% | 0.000% | |
| 7/12/2026 | Ballast Inc. | 3,232 | $284K | 0.1% | +400.3% | 0.001% | |
| 7/10/2026 | GoalFusion Wealth Management LLC | 2,290 | $201K | 0.1% | N/A | 0.001% | |
| 7/10/2026 | Buska Wealth Management LLC | 2,382 | $209K | 0.1% | N/A | 0.001% | |
| 7/10/2026 | Investors Research Corp | 2,792 | $245K | 0.0% | +491.5% | 0.001% | |
| 7/10/2026 | Annex Advisory Services LLC | 2,740 | $241K | 0.0% | +400.0% | 0.001% | |
| 7/10/2026 | Accel Wealth Management | 9,890 | $869K | 0.2% | +387.7% | 0.003% | |
| 7/10/2026 | Adirondack Capital Advisors LLC | 16,355 | $1.44M | 0.8% | +400.0% | 0.004% | |
| 7/10/2026 | Canvas Wealth Advisors LLC | 7,725 | $679K | 0.1% | +400.0% | 0.002% | |
| 7/10/2026 | Clarus Wealth Advisors | 135,598 | $11.86M | 4.6% | +147.8% | 0.036% | |
| 7/10/2026 | Wealth Group Ltd | 5,400 | $475K | 0.1% | +437.3% | 0.001% | |
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| 7/10/2026 | FC Advisory LLC | 459,040 | $40.35M | 10.7% | +392.2% | 0.122% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 52,892 | $4.65M | 0.5% | +397.3% | 0.014% | |
| 7/10/2026 | Sherman Wealth Management LLC | 159,743 | $14.04M | 10.6% | +395.1% | 0.042% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,699 | $853K | 0.1% | +378.7% | 0.003% | |
| 7/10/2026 | Hoffman Alan N Investment Management | 67,302 | $5.92M | 3.5% | +420.9% | 0.018% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 32,920 | $2.89M | 0.1% | +356.8% | 0.009% | |
| 7/9/2026 | LWM Advisors Inc. | 5,927 | $521K | 0.4% | +363.0% | 0.002% | |
| 7/9/2026 | DiPaolo Financial Group Inc. | 9,760 | $858K | 0.6% | +386.1% | 0.003% | |
| 7/9/2026 | Focus Financial Network Inc. | 10,951 | $963K | 0.0% | +422.2% | 0.003% | |
| 7/9/2026 | GoalVest Advisory LLC | 395 | $35K | 0.0% | N/A | 0.000% | |