| 7/12/2026 | First Community Trust NA | 2,266 | $84K | 0.0% | -20.7% | 0.001% | |
| 7/10/2026 | Envision Financial LLC | 89,605 | $3.30M | 1.5% | -8.3% | 0.022% | |
| 7/10/2026 | Leverty Financial Group LLC | 21,540 | $794K | 0.2% | -11.2% | 0.005% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 57,375 | $2.12M | 0.1% | +1.3% | 0.014% | |
| 7/10/2026 | Canvas Wealth Advisors LLC | 8,199 | $302K | 0.0% | -9.9% | 0.002% | |
| 7/10/2026 | William Mack & Associates Inc. | 7,918 | $292K | 0.1% | N/A | 0.002% | |
| 7/10/2026 | Ocean Park Asset Management LLC | 38,065 | $1.40M | 0.1% | N/A | 0.009% | |
| 7/10/2026 | Spinnaker Investment Group LLC | 472,438 | $17.42M | 2.8% | +13.2% | 0.114% | |
| 7/10/2026 | Carolina Wealth Advisors LLC | 22,910 | $845K | 0.3% | -5.7% | 0.006% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 11,426 | $421K | 0.0% | -46.6% | 0.003% | |
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| 7/10/2026 | Marquette Asset Management LLC | 80,271 | $2.96M | 0.4% | -1.5% | 0.019% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,638 | $503K | 0.1% | -8.5% | 0.003% | |
| 7/10/2026 | Alliance Private Wealth LLC | 61,493 | $2.27M | 0.8% | -0.5% | 0.015% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 76,252 | $2.81M | 0.1% | -11.6% | 0.018% | |
| 7/10/2026 | Warner Financial Inc. | 59,738 | $2.20M | 0.6% | +1.4% | 0.014% | |
| 7/9/2026 | Financial Management Professionals Inc. | 1,630 | $60K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Revolve Wealth Partners LLC | 94,251 | $3.48M | 0.4% | -2.6% | 0.023% | |
| 7/9/2026 | Wealthcare Capital Partners LLC | 14,149 | $522K | 0.2% | N/A | 0.003% | |
| 7/9/2026 | Contravisory Investment Management Inc. | 7,444 | $274K | 0.0% | -60.8% | 0.002% | |
| 7/9/2026 | Focus Financial Network Inc. | 465,129 | $17.15M | 0.5% | -4.2% | 0.112% | |
| 7/9/2026 | Legacy Wealth Management LLC | 4,286,476 | $158.04M | 8.3% | -0.8% | 1.031% | |
| 7/9/2026 | Great Waters Wealth Management | 35,598 | $1.31M | 0.1% | -2.8% | 0.009% | |
| 7/9/2026 | Birchbrook Inc. | 145,601 | $5.37M | 2.5% | -6.7% | 0.035% | |
| 7/9/2026 | Everhart Financial Group Inc. | 98,643 | $3.64M | 0.2% | -9.1% | 0.024% | |
| 7/9/2026 | OxenFree Capital LLC | 195,751 | $6.96M | 3.2% | +8.3% | 0.047% | |
| 7/9/2026 | Sunburst Financial Group LLC | 56,858 | $2.10M | 0.3% | -1.4% | 0.014% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 59,226 | $2.18M | 0.0% | -2.7% | 0.014% | |
| 7/9/2026 | Worth Asset Management LLC | 19,849 | $732K | 0.2% | N/A | 0.005% | |
| 7/8/2026 | Colorado Capital Management Inc. | 60,877 | $2.25M | 0.8% | -10.0% | 0.015% | |
| 7/8/2026 | Trust Point Inc. | 247,145 | $9.11M | 0.8% | +0.7% | 0.059% | |
| 7/8/2026 | OFS Enterprise LLC | 53,510 | $1.97M | 0.5% | -1.0% | 0.013% | |
| 7/8/2026 | Palouse Capital Management Inc. | 3,952 | $146K | 0.1% | +87.6% | 0.001% | |
| 7/8/2026 | Meriwether Wealth & Planning LLC | 11,012 | $406K | 0.2% | +24.1% | 0.003% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 32,906 | $1.21M | 0.4% | -2.2% | 0.008% | |
| 7/8/2026 | Gainplan LLC | 6,746 | $249K | 0.1% | N/A | 0.002% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 1,198,872 | $44.20M | 1.3% | +5.2% | 0.288% | |
| 7/7/2026 | Avior Wealth Management LLC | 381,998 | $14.08M | 0.4% | +1.4% | 0.092% | |
| 7/7/2026 | Canandaigua National Bank & Trust Co. | 6,630 | $244K | 0.0% | N/A | 0.002% | |
| 7/7/2026 | PPS&V Asset Management Consultants Inc. | 271,989 | $10.03M | 5.4% | +2.7% | 0.065% | |
| 7/7/2026 | CoreCap Advisors LLC | 8,417 | $310K | 0.0% | +31.0% | 0.002% | |
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| 7/7/2026 | Pacific Excel Wealth Advisors Inc. | 30,143 | $1.11M | 0.4% | N/A | 0.007% | |
| 7/6/2026 | Bangor Savings Bank | 537,014 | $19.80M | 1.5% | -4.1% | 0.129% | |
| 7/6/2026 | Boltwood Capital Management | 96,784 | $3.57M | 0.8% | +1.6% | 0.023% | |
| 7/2/2026 | Burkett Financial Services LLC | 83,126 | $3.07M | 1.0% | -3.9% | 0.020% | |
| 7/2/2026 | Collective Family Office LLC | 55,883 | $2.06M | 0.4% | -1.6% | 0.013% | |
| 7/2/2026 | CX Institutional | 172,713 | $6.37M | 0.2% | +11.1% | 0.042% | |
| 6/23/2026 | Ballast Advisors LLC | 6,124 | $190K | 0.1% | -8.3% | 0.001% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 627,188 | $19.42M | 1.2% | +3.8% | 0.149% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 61,120 | $1.89M | 0.1% | +13.6% | 0.015% | |
| 6/3/2026 | NewEdge Advisors LLC | 78,792 | $2.44M | 0.0% | -8.4% | 0.019% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 1,279,556 | $39.62M | 5.5% | N/A | 0.305% | |
| 5/29/2026 | Asset Dedication LLC | 31,707 | $982K | 0.1% | +537.8% | 0.008% | |
| 5/28/2026 | Cozad Asset Management Inc. | 17,677 | $547K | 0.0% | -11.6% | 0.004% | |
| 5/27/2026 | Tenret Co LLC | 34,381 | $1.06M | 0.5% | -1.9% | 0.008% | |
| 5/26/2026 | Serenity Investment Advisors | 37,026 | $1.15M | 0.4% | +2.9% | 0.009% | |
| 5/22/2026 | Coastline Complete Wealth LLC | 46,338 | $1.44M | 0.9% | -0.9% | 0.011% | |
| 5/19/2026 | Western Wealth Management LLC | 2,770 | $86K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Winnow Wealth LLC | 6,726 | $208K | 0.2% | +3,133.7% | 0.002% | |
| 5/19/2026 | NewEdge Advisors LLC | 30,946 | $958K | 0.0% | -64.0% | 0.007% | |
| 5/19/2026 | Bank of America Corp DE | 869,673 | $26.93M | 0.0% | -1.4% | 0.207% | |
| 5/19/2026 | Arkadios Wealth Advisors | 28,268 | $875K | 0.0% | +10.8% | 0.007% | |
| 5/18/2026 | Sunbelt Securities Inc. | 296,948 | $9.19M | 0.6% | +3.9% | 0.071% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 11,974 | $371K | 0.0% | -9.6% | 0.003% | |
| 5/18/2026 | Royal Bank of Canada | 168,268 | $5.21M | 0.0% | +7.2% | 0.040% | |
| 5/18/2026 | Eley Financial Management Inc | 26,632 | $825K | 0.3% | +8.0% | 0.006% | |
| 5/16/2026 | Quantinno Capital Management LP | 69,542 | $2.15M | 0.0% | +39.3% | 0.017% | |
| 5/15/2026 | Northeast Financial Group Inc. | 807,726 | $25.01M | 6.2% | -9.3% | 0.192% | |
| 5/15/2026 | Everest Financial Group LLC | 23,361 | $723K | 0.1% | +43.5% | 0.006% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 52,999 | $1.64M | 0.0% | -19.9% | 0.013% | |
| 5/15/2026 | Waverly Advisors LLC | 1,702,781 | $52.72M | 0.4% | -2.2% | 0.405% | |
| 5/15/2026 | Asset Management Group Inc. | 507,857 | $15.72M | 2.5% | -3.4% | 0.121% | |
| 5/15/2026 | Vivaldi Capital Management LP | 131,751 | $4.08M | 0.6% | +1.1% | 0.031% | |
| 5/15/2026 | St. Louis Trust Co | 122,547 | $3.79M | 0.4% | -5.6% | 0.029% | |
| 5/14/2026 | Renaissance Technologies LLC | 19,500 | $604K | 0.0% | N/A | 0.005% | |
| 5/14/2026 | FCA Corp TX | 8,963 | $278K | 0.1% | -4.7% | 0.002% | |
| 5/14/2026 | Compound Planning Inc. | 67,221 | $2.08M | 0.1% | +1.7% | 0.016% | |
| 5/14/2026 | Modern Wealth Management LLC | 186,150 | $5.82M | 0.1% | -0.3% | 0.044% | |
| 5/14/2026 | Aspen Grove Capital LLC | 68,880 | $2.13M | 0.4% | -3.5% | 0.016% | |
| 5/14/2026 | RMG Wealth Management LLC | 7,843 | $243K | 0.0% | +132.8% | 0.002% | |
| 5/14/2026 | Dickmeyer Boyce Financial Management Inc. | 10,744 | $333K | 0.2% | N/A | 0.003% | |
| 5/14/2026 | American Financial Advisors LLC | 11,364 | $352K | 0.0% | +2.6% | 0.003% | |
| 5/14/2026 | Lido Advisors LLC | 207,065 | $6.41M | 0.0% | -32.1% | 0.049% | |
| 5/13/2026 | Cetera Investment Advisers | 1,285,570 | $39.80M | 0.0% | +9.5% | 0.306% | |
| 5/13/2026 | Wealthspire Retirement LLC | 58,413 | $1.81M | 0.1% | -2.0% | 0.014% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 473,011 | $14.64M | 1.2% | +3.6% | 0.113% | |
| 5/13/2026 | Goepper Burkhardt LLC | 25,006 | $774K | 0.3% | -11.6% | 0.006% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 30,462 | $943K | 0.0% | +3.3% | 0.007% | |
| 5/12/2026 | Fortis Capital Management LLC | 487,153 | $15.08M | 1.5% | +11.4% | 0.116% | |
| 5/8/2026 | Pacific Sun Financial Corp | 31,606 | $979K | 0.5% | -3.5% | 0.008% | |
| 5/8/2026 | Summit Asset Management LLC | 1,268,811 | $39.28M | 5.5% | +0.7% | 0.302% | |
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| 5/8/2026 | Cassaday & Co Wealth Management LLC | 3,768 | $117K | 0.0% | N/A | 0.001% | |
| 5/8/2026 | JMG Financial Group Ltd. | 3,079,700 | $95.35M | 2.6% | -2.2% | 0.733% | |
| 5/8/2026 | Cannon Capital Management Inc. | 432,843 | $13.40M | 10.9% | -0.7% | 0.103% | |
| 5/7/2026 | Basepoint Wealth LLC | 951 | $29K | 0.0% | -50.9% | 0.000% | |
| 5/7/2026 | Continuum Wealth Advisors LLC | 19,849 | $615K | 0.3% | -2.6% | 0.005% | |
| 5/7/2026 | Lowe Brockenbrough & Co. Inc. | 118,033 | $3.65M | 0.2% | -2.8% | 0.028% | |
| 5/7/2026 | Human Investing LLC | 7,216 | $223K | 0.0% | +4.6% | 0.002% | |
| 5/7/2026 | Scarborough Advisors LLC | 250,789 | $7.76M | 0.8% | N/A | 0.060% | |
| 5/7/2026 | Planning Alternatives Ltd. ADV | 23,797 | $737K | 0.1% | -3.0% | 0.006% | |
| 5/7/2026 | Greenwood Gearhart LLC | 35,667 | $1.10M | 0.1% | +141.7% | 0.008% | |