| 10/10/2026 | Freestate Advisors LLC | 9,616 | $1.13M | 0.9% | -46.8% | 0.057% | |
| 10/8/2026 | Farther Finance Advisors LLC | 2,279 | $267K | 0.0% | -99.7% | 0.014% | |
| 10/7/2026 | Pathway Financial Advisors LLC | 209,069 | $24.51M | 2.7% | +77.9% | 1.252% | |
| 9/25/2026 | Atomic Invest LLC | 255 | $30K | 0.0% | -27.8% | 0.002% | |
| 9/23/2026 | QRG Capital Management Inc. | 7,654 | $904K | 0.0% | N/A | 0.045% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 3,646,166 | $430.43M | 0.1% | +631.5% | 21.323% | |
| 9/21/2026 | Altar Rock LLC | 23,494 | $2.77M | 4.0% | +0.8% | 0.137% | |
| 9/18/2026 | Security National Bank of SO Dak | 10,646 | $1.26M | 0.6% | +185.6% | 0.062% | |
| 9/18/2026 | Security National Bank of Sioux City Iowa IA | 19,426 | $2.29M | 0.9% | +103.2% | 0.114% | |
| 9/17/2026 | Wellington Altus USA Inc. | 750 | $89K | 0.1% | +1,400.0% | 0.004% | |
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| 9/15/2026 | Cherry Tree Wealth Management LLC | 1,190 | $140K | 0.0% | N/A | 0.007% | |
| 9/9/2026 | Tortoise Investment Management LLC | 178,193 | $21.04M | 1.6% | N/A | 1.042% | |
| 9/9/2026 | Cahill Financial Advisors Inc. | 4,604 | $544K | 0.1% | N/A | 0.027% | |
| 9/9/2026 | MCF Advisors LLC | 3,524 | $416K | 0.0% | N/A | 0.021% | |
| 9/9/2026 | Capital Analysts LLC | 41,276 | $4.87M | 0.1% | +48.5% | 0.241% | |
| 9/9/2026 | Insight Wealth Partners LLC | 19,843 | $2.34M | 0.3% | N/A | 0.116% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 30,291 | $3.42M | 0.0% | +6.6% | 0.177% | |
| 9/9/2026 | Community Bank N.A. | 4,069 | $480K | 0.1% | N/A | 0.024% | |
| 9/9/2026 | NewEdge Advisors LLC | 302,559 | $35.63M | 0.1% | +3.1% | 1.769% | |
| 9/9/2026 | IFP Advisors Inc | 16,260 | $1.89M | 0.0% | -73.7% | 0.095% | |
| 9/9/2026 | Baird Financial Group Inc. | 2,800 | $331K | 0.0% | N/A | 0.016% | |
| 9/9/2026 | XY Planning Network Inc. | 14,264 | $1.68M | 0.2% | N/A | 0.083% | |
| 9/8/2026 | Mraz Amerine & Associates Inc. | 24,751 | $2.92M | 0.4% | N/A | 0.145% | |
| 9/8/2026 | Allworth Financial LP | 1,159 | $137K | 0.0% | N/A | 0.007% | |
| 9/8/2026 | Powerhouse Assets LLC | 4,063 | $480K | 0.4% | N/A | 0.024% | |
| 9/8/2026 | Waverly Advisors LLC | 23,310 | $2.75M | 0.0% | +338.2% | 0.136% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 1,207 | $142K | 0.0% | +1,336.9% | 0.007% | |
| 8/27/2026 | Corient Private Wealth LP | 293,013 | $34.59M | 0.0% | N/A | 1.714% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 66,618 | $7.86M | 0.2% | +210.3% | 0.390% | |
| 8/23/2026 | Wedmont Private Capital | 111,316 | $13.14M | 0.4% | N/A | 0.651% | |
| 8/23/2026 | PCG Wealth Advisors LLC | 34,416 | $4.06M | 0.9% | +1.5% | 0.201% | |
| 8/23/2026 | Endeavor Private Wealth Inc. | 48,845 | $5.77M | 1.4% | N/A | 0.286% | |
| 8/23/2026 | Bayshore Asset Management LLC | 197,716 | $23.34M | 7.9% | N/A | 1.156% | |
| 8/23/2026 | SFG Wealth Management LLC. | 6,242 | $737K | 0.3% | +184.6% | 0.037% | |
| 8/23/2026 | Beaird Harris Wealth Management LLC | 228,808 | $27.01M | 1.7% | N/A | 1.338% | |
| 8/23/2026 | HB Wealth Management LLC | 41,842 | $4.94M | 0.0% | N/A | 0.245% | |
| 8/23/2026 | Hutchens & Kramer Investment Management Group LLC | 4,891 | $577K | 0.2% | N/A | 0.029% | |
| 8/23/2026 | Ridgeline Wealth LLC | 75,375 | $8.90M | 5.1% | N/A | 0.441% | |
| 8/22/2026 | Compass Financial Management LLC | 767 | $91K | 0.0% | N/A | 0.004% | |
| 8/22/2026 | SeedSafe Financial LLC | 58,089 | $6.86M | 4.8% | N/A | 0.340% | |
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| 8/22/2026 | Sapient Capital LLC | 17,579 | $2.08M | 0.0% | N/A | 0.103% | |
| 8/22/2026 | Premier Path Wealth Partners LLC | 90,846 | $10.72M | 1.2% | N/A | 0.531% | |
| 8/22/2026 | Prosperitas Financial LLC | 4,560 | $538K | 0.2% | N/A | 0.027% | |
| 8/21/2026 | WorthPointe LLC | 229,258 | $27.06M | 6.6% | N/A | 1.341% | |
| 8/21/2026 | Greenspring Advisors LLC | 134,185 | $15.84M | 0.9% | N/A | 0.785% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 16,756 | $1.98M | 0.4% | -1.2% | 0.098% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 2,289 | $270K | 0.0% | N/A | 0.013% | |
| 8/21/2026 | Bedel Financial Consulting Inc. | 40,814 | $4.40M | 0.4% | +62.1% | 0.239% | |
| 8/21/2026 | Acorn Wealth Advisors LLC | 3,029 | $358K | 0.1% | N/A | 0.018% | |
| 8/20/2026 | Nwam LLC | 151,263 | $17.86M | 0.9% | N/A | 0.885% | |
| 8/12/2026 | Compass Financial Management LLC | 767 | $91K | 0.0% | N/A | 0.004% | |
| 7/18/2026 | Advantage Trust Co | 284 | $34K | 0.0% | N/A | 0.002% | |
| 7/10/2026 | KWB Wealth | 15,017 | $1.77M | 0.2% | +5.7% | 0.086% | |
| 7/9/2026 | Next Level Private LLC | 370,112 | $43.69M | 8.6% | +4.6% | 2.117% | |
| 7/9/2026 | Flaharty Asset Management LLC | 14,154 | $1.66M | 2.4% | -90.6% | 0.081% | |
| 7/7/2026 | Pathway Financial Advisors LLC | 117,502 | $13.66M | 1.6% | -1.4% | 0.672% | |
| 7/6/2026 | Trilogy Capital Inc. | 33,184 | $3.92M | 0.2% | +67.1% | 0.190% | |
| 6/18/2026 | Western Wealth Management LLC | 3,144 | $330K | 0.0% | -93.8% | 0.016% | |
| 6/3/2026 | NewEdge Advisors LLC | 293,441 | $30.82M | 0.1% | +43.4% | 1.520% | |
| 5/28/2026 | Cozad Asset Management Inc. | 17,077 | $1.79M | 0.1% | +1.9% | 0.088% | |
| 5/26/2026 | Ruggaard & Associates LLC | 81,038 | $8.51M | 3.4% | -37.2% | 0.420% | |
| 5/22/2026 | Access Investment Management LLC | 1,449 | $152K | 0.0% | N/A | 0.008% | |
| 5/19/2026 | Western Wealth Management LLC | 3,144 | $330K | 0.0% | -93.8% | 0.016% | |
| 5/19/2026 | Bank of America Corp DE | 443,414 | $46.57M | 0.0% | -20.2% | 2.297% | |
| 5/19/2026 | Arkadios Wealth Advisors | 106,142 | $11.15M | 0.2% | +113.9% | 0.550% | |
| 5/18/2026 | Royal Bank of Canada | 88,494 | $9.29M | 0.0% | -53.0% | 0.459% | |
| 5/15/2026 | Waverly Advisors LLC | 5,320 | $559K | 0.0% | +47.8% | 0.028% | |
| 5/13/2026 | Cetera Investment Advisers | 21,456 | $2.25M | 0.0% | -61.2% | 0.111% | |
| 5/13/2026 | NewEdge Wealth LLC | 14,580 | $1.53M | 0.0% | +2.8% | 0.076% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 757 | $80K | 0.0% | N/A | 0.004% | |
| 5/8/2026 | Wilkerson Advisory Group LLC | 111,216 | $11.68M | 4.0% | +118.4% | 0.576% | |
| 5/6/2026 | Assetmark Inc. | 307 | $32K | 0.0% | -73.2% | 0.002% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 66,111 | $6.94M | 5.1% | -15.2% | 0.343% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 13,100 | $1.38M | 0.0% | +29.9% | 0.068% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 6,432 | $630K | 0.3% | -52.2% | 0.033% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 25,184 | $2.65M | 0.3% | +1.8% | 0.130% | |
| 5/4/2026 | Procyon Advisors LLC | 342,865 | $36.01M | 0.5% | +12.4% | 1.777% | |
| 5/1/2026 | Capital Squared Financial LLC | 5,757 | $605K | 0.5% | -7.1% | 0.030% | |
| 5/1/2026 | Fifth Third Bancorp | 1,509 | $158K | 0.0% | N/A | 0.008% | |
| 4/30/2026 | Kestra Advisory Services LLC | 8,332 | $875K | 0.0% | +32.0% | 0.043% | |
| 4/28/2026 | Astoria Portfolio Advisors LLC. | 4,442 | $503K | 0.1% | +2.9% | 0.023% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 16,963 | $1.78M | 0.4% | +8.1% | 0.087% | |
| 4/27/2026 | PFG Investments LLC | 2,477 | $260K | 0.0% | +14.1% | 0.013% | |
| 4/27/2026 | World Investment Advisors | 3,772 | $396K | 0.0% | +15.2% | 0.019% | |
| 4/27/2026 | Private Advisor Group LLC | 179,874 | $18.89M | 0.1% | -14.1% | 0.925% | |
| 4/27/2026 | Trademark Financial Management LLC | 3,166 | $333K | 0.2% | +3.0% | 0.016% | |
| 4/27/2026 | Sound Income Strategies LLC | 574 | $61K | 0.0% | +441.5% | 0.003% | |
| 4/25/2026 | KPP Advisory Services LLC | 19,852 | $2.09M | 0.3% | +7.3% | 0.102% | |
| 4/24/2026 | Petros Family Wealth LLC | 44,091 | $4.63M | 3.3% | +22.2% | 0.227% | |
| 4/24/2026 | Key Financial Inc | 28,905 | $3.04M | 0.5% | +15.3% | 0.149% | |
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| 4/23/2026 | Intrua Financial LLC | 313,720 | $32.95M | 3.4% | +4.1% | 1.613% | |
| 4/23/2026 | Next Level Private LLC | 353,832 | $37.16M | 8.4% | +18.9% | 1.819% | |
| 4/23/2026 | Networth Advisors LLC | 76,753 | $8.06M | 5.7% | +2.3% | 0.395% | |
| 4/23/2026 | Apollon Financial LLC | 2,892 | $304K | 0.0% | -5.6% | 0.015% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 60,370 | $6.34M | 0.0% | +14.0% | 0.310% | |
| 4/22/2026 | Midwest Financial Group LLC | 4,382 | $460K | 0.2% | +75.5% | 0.023% | |
| 4/22/2026 | MFA Wealth Services | 83,377 | $8.76M | 5.8% | +1.0% | 0.431% | |
| 4/22/2026 | Trilogy Capital Inc. | 19,855 | $2.09M | 0.1% | N/A | 0.103% | |
| 4/22/2026 | WT Wealth Management | 15,284 | $1.61M | 0.5% | +6.2% | 0.079% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 35,942 | $3.78M | 0.0% | +1.1% | 0.186% | |