| 10/15/2026 | Birchbrook Inc. | 17,710 | $487K | 0.2% | -4.5% | 0.001% | |
| 10/15/2026 | Mather Group LLC. | 34,626 | $951K | 0.0% | N/A | 0.001% | |
| 10/15/2026 | Summit Financial Strategies Inc. | 142,847 | $3.92M | 0.3% | -15.9% | 0.006% | |
| 10/15/2026 | Myecfo LLC | 573,755 | $15.76M | 5.9% | -1.9% | 0.023% | |
| 10/15/2026 | Cliftonlarsonallen Wealth Advisors LLC | 611,732 | $16.80M | 0.2% | N/A | 0.025% | |
| 10/15/2026 | Meridian Investment Counsel Inc. | 106,883 | $2.94M | 0.7% | N/A | 0.004% | |
| 10/15/2026 | Godsey & Gibb Inc. | 1,232 | $34K | 0.0% | N/A | 0.000% | |
| 10/14/2026 | Wolfstich Capital LLC | 39,538 | $1.09M | 0.4% | -22.8% | 0.002% | |
| 10/14/2026 | Tempus Wealth Planning LLC | 203,210 | $5.58M | 1.1% | +0.7% | 0.008% | |
| 10/14/2026 | RCS Financial Planning LLC | 22,968 | $631K | 0.3% | -38.5% | 0.001% | |
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| 10/14/2026 | Sachem Hill LLC | 20,656 | $567K | 0.1% | -2.9% | 0.001% | |
| 10/14/2026 | Essex LLC | 811,230 | $22.28M | 3.2% | +2.2% | 0.033% | |
| 10/14/2026 | Investment Planning Advisors Inc. | 953,431 | $26.19M | 5.9% | +41.9% | 0.038% | |
| 10/14/2026 | Focus Financial Network Inc. | 531,498 | $14.60M | 0.4% | -0.8% | 0.021% | |
| 10/14/2026 | Roberts Wealth Advisors LLC | 504,769 | $13.87M | 3.0% | +3.4% | 0.020% | |
| 10/14/2026 | Citrine Capital LLC | 27,047 | $743K | 0.3% | +49.8% | 0.001% | |
| 10/14/2026 | Enclave Advisors LLC | 197,724 | $5.43M | 0.7% | +11.3% | 0.008% | |
| 10/14/2026 | Stone Summit Wealth LLC | 29,612 | $813K | 0.2% | -1.8% | 0.001% | |
| 10/14/2026 | XY Planning Network Inc. | 143,164 | $3.93M | 0.4% | +20.0% | 0.006% | |
| 10/14/2026 | Womack Financial LLC | 203,139 | $5.58M | 3.7% | +3.6% | 0.008% | |
| 10/14/2026 | Lighthouse Wealth Management Inc. | 45,285 | $1.24M | 0.8% | +1.1% | 0.002% | |
| 10/14/2026 | Salem Investment Counselors Inc. | 148,492 | $4.08M | 0.1% | +1.4% | 0.006% | |
| 10/14/2026 | Signal Advisors Wealth LLC | 33,995 | $934K | 0.0% | +14.7% | 0.001% | |
| 10/14/2026 | Ifrah Financial Services Inc. | 23,224 | $638K | 0.2% | N/A | 0.001% | |
| 10/14/2026 | Foster Group Inc. | 204,944 | $5.63M | 0.2% | +4.5% | 0.008% | |
| 10/14/2026 | Cooke Wealth Management LLC | 308,814 | $8.48M | 7.0% | +0.4% | 0.012% | |
| 10/14/2026 | Krilogy Financial LLC | 1,145,352 | $31.07M | 0.8% | -2.3% | 0.046% | |
| 10/14/2026 | RHS Financial LLC | 183,065 | $5.03M | 1.5% | -3.8% | 0.007% | |
| 10/13/2026 | Twele Capital Management Inc. | 34,269 | $941K | 0.2% | N/A | 0.001% | |
| 10/13/2026 | Fagan Associates Inc. | 413,026 | $11.35M | 1.3% | N/A | 0.017% | |
| 10/13/2026 | Forvis Mazars Wealth Advisors LLC | 1,549,476 | $42.56M | 0.7% | N/A | 0.062% | |
| 10/13/2026 | Downshift Financial LLC | 779,305 | $21.41M | 9.3% | -3.2% | 0.031% | |
| 10/13/2026 | Koesten Hirschmann & Crabtree INC. | 942,022 | $25.88M | 10.8% | -0.6% | 0.038% | |
| 10/13/2026 | Compass Financial Group INC SD | 91,832 | $2.52M | 0.3% | +55.7% | 0.004% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 334,598 | $9.19M | 0.3% | +7.5% | 0.013% | |
| 10/13/2026 | Fragasso Financial Advisors Inc | 16,592 | $452K | 0.0% | N/A | 0.001% | |
| 10/13/2026 | Fermata Advisors LLC | 53,879 | $1.48M | 0.3% | N/A | 0.002% | |
| 10/13/2026 | Avior Wealth Management LLC | 164,112 | $4.51M | 0.1% | N/A | 0.007% | |
| 10/10/2026 | Kearns & Associates LLC | 95,770 | $2.63M | 1.2% | +2.1% | 0.004% | |
| 10/10/2026 | Marquette Asset Management LLC | 108,931 | $2.99M | 0.4% | N/A | 0.004% | |
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| 10/10/2026 | Jacobs & Co. CA | 19,362 | $531K | 0.0% | N/A | 0.001% | |
| 10/10/2026 | Friday Financial | 596,469 | $16.25M | 3.2% | +74.1% | 0.024% | |
| 10/10/2026 | Davidson Trust Co. | 46,370 | $1.27M | 0.5% | N/A | 0.002% | |
| 10/10/2026 | Freestate Advisors LLC | 568,369 | $15.61M | 11.9% | -4.4% | 0.023% | |
| 10/9/2026 | Mirador Capital Partners LP | 15,055 | $414K | 0.0% | N/A | 0.001% | |
| 10/9/2026 | GK Wealth Management LLC | 50,180 | $1.38M | 0.8% | -14.3% | 0.002% | |
| 10/9/2026 | Successful Portfolios LLC | 56,336 | $1.55M | 0.7% | +4.9% | 0.002% | |
| 10/9/2026 | Avity Investment Management Inc. | 13,800 | $379K | 0.0% | N/A | 0.001% | |
| 10/9/2026 | Riversedge Advisors LLC | 1,078,985 | $29.64M | 3.6% | -1.0% | 0.044% | |
| 10/9/2026 | Wedmont Private Capital | 1,094,441 | $29.65M | 0.7% | -0.2% | 0.044% | |
| 10/9/2026 | Breakwater Capital Group | 7,629 | $210K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | Hardin Capital Partners LLC | 56,126 | $1.54M | 0.7% | +1.6% | 0.002% | |
| 10/9/2026 | MKD Wealth Coaches LLC | 8,016 | $220K | 0.2% | N/A | 0.000% | |
| 10/9/2026 | Attessa Capital LLC | 162,999 | $4.48M | 2.6% | -1.7% | 0.007% | |
| 10/9/2026 | ACT Wealth Management LLC | 983,367 | $27.01M | 8.0% | +7.0% | 0.040% | |
| 10/9/2026 | Prota Financial LLC | 273,223 | $7.45M | 4.8% | +4.0% | 0.011% | |
| 10/9/2026 | Acropolis Investment Management LLC | 229,367 | $6.30M | 0.3% | N/A | 0.009% | |
| 10/9/2026 | Galvin Gaustad & Stein LLC | 18,020 | $495K | 0.0% | -5.2% | 0.001% | |
| 10/9/2026 | Dorato Capital Management | 149,142 | $4.07M | 2.7% | +18.1% | 0.006% | |
| 10/8/2026 | ZynergyRetirementPlanningLLC | 990,229 | $27.20M | 14.6% | +6.8% | 0.040% | |
| 10/8/2026 | Davis Capital Management | 367,175 | $10.09M | 6.1% | +4.4% | 0.015% | |
| 10/8/2026 | Farther Finance Advisors LLC | 2,248,955 | $61.78M | 0.4% | +71.6% | 0.091% | |
| 10/8/2026 | Sapient Capital LLC | 21,224 | $583K | 0.0% | +18.9% | 0.001% | |
| 10/8/2026 | CoreCap Advisors LLC | 103,950 | $2.86M | 0.1% | +10.0% | 0.004% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 23,471 | $645K | 0.0% | N/A | 0.001% | |
| 10/8/2026 | Apella Capital LLC | 91,041 | $2.48M | 0.0% | +20.4% | 0.004% | |
| 10/8/2026 | Everhart Financial Group Inc. | 24,821 | $682K | 0.0% | +1.7% | 0.001% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 1,228,158 | $33.74M | 0.9% | N/A | 0.050% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 201,839 | $5.55M | 0.1% | -1.1% | 0.008% | |
| 10/8/2026 | Leverty Financial Group LLC | 314,835 | $8.65M | 1.6% | +3.4% | 0.013% | |
| 10/8/2026 | Plan A Wealth LLC | 61,596 | $1.69M | 0.6% | +27.2% | 0.002% | |
| 10/8/2026 | LWM Advisors Inc. | 10,908 | $300K | 0.2% | N/A | 0.000% | |
| 10/8/2026 | Tactive Advisors LLC | 95,055 | $2.61M | 0.6% | +3.3% | 0.004% | |
| 10/7/2026 | Elevation Wealth Partners LLC | 34,108 | $937K | 0.3% | +1.2% | 0.001% | |
| 10/7/2026 | Cooper Financial Group | 209,409 | $5.75M | 0.5% | +5.7% | 0.008% | |
| 10/7/2026 | Whitcomb & Hess Inc. | 112,912 | $3.10M | 0.7% | -0.4% | 0.005% | |
| 10/7/2026 | Family Legacy Financial Solutions LLC | 176,874 | $4.86M | 2.9% | +2.3% | 0.007% | |
| 10/7/2026 | Persium Advisors LLC | 1,389,247 | $38.16M | 19.4% | -0.1% | 0.056% | |
| 10/7/2026 | Kwmg LLC | 8,617 | $237K | 0.0% | N/A | 0.000% | |
| 10/7/2026 | SigFig Wealth Management LLC | 492,997 | $13.54M | 0.3% | +8.0% | 0.020% | |
| 10/7/2026 | Matrix Trust Co | 2,027,938 | $55.71M | 8.2% | +0.3% | 0.082% | |
| 10/7/2026 | First Community Trust NA | 30,025 | $825K | 0.3% | N/A | 0.001% | |
| 10/7/2026 | Great Waters Wealth Management | 60,047 | $1.65M | 0.1% | -7.9% | 0.002% | |
| 10/6/2026 | Bangor Savings Bank | 1,110,690 | $30.51M | 2.3% | N/A | 0.045% | |
| 10/6/2026 | Legacy Private Trust Co. | 339,433 | $9.32M | 0.5% | N/A | 0.014% | |
| 10/5/2026 | Rosenberg Matthew Hamilton | 1,047,514 | $28.78M | 5.1% | +6.3% | 0.042% | |
| 10/5/2026 | Frisco Financial Planning LLC | 59,319 | $1.63M | 1.4% | -2.1% | 0.002% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 32,956 | $905K | 0.0% | N/A | 0.001% | |
| 10/5/2026 | Eastern Bank | 23,797 | $654K | 0.0% | N/A | 0.001% | |
| 10/5/2026 | Collective Family Office LLC | 19,649 | $540K | 0.1% | +14.4% | 0.001% | |
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| 10/5/2026 | MassMutual Private Wealth & Trust FSB | 2,915 | $80K | 0.0% | N/A | 0.000% | |
| 10/2/2026 | Boltwood Capital Management | 1,124,411 | $30.89M | 6.9% | N/A | 0.046% | |
| 10/2/2026 | Beacon Wealthcare LLC | 175,154 | $4.81M | 1.5% | +2.3% | 0.007% | |
| 10/2/2026 | Global Wealth Strategies & Associates | 11,264 | $309K | 0.1% | -4.2% | 0.000% | |
| 10/2/2026 | Versant Capital Management Inc | 27,212 | $748K | 0.1% | -15.2% | 0.001% | |
| 10/1/2026 | Burkett Financial Services LLC | 46,385 | $1.27M | 0.4% | -21.9% | 0.002% | |
| 9/23/2026 | QRG Capital Management Inc. | 14,505 | $402K | 0.0% | -19.4% | 0.001% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 56,294 | $1.56M | 0.0% | -7.0% | 0.002% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 5,800,672 | $160.63M | 0.0% | -11.8% | 0.235% | |
| 9/15/2026 | Anchor Investment Management LLC | 57,407 | $1.59M | 0.1% | -6.1% | 0.002% | |