| 7/2/2026 | Versant Capital Management Inc | 2,234 | $52K | 0.0% | -87.6% | 0.000% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 641,351 | $14.83M | 2.6% | +0.1% | 0.140% | |
| 7/2/2026 | CX Institutional | 8,628 | $200K | 0.0% | N/A | 0.002% | |
| 6/26/2026 | WealthPoint Financial LLC | 120,602 | $2.80M | 2.2% | +3.5% | 0.028% | |
| 6/24/2026 | Redwood Investment Management LLC | 178,239 | $4.14M | 0.5% | +1.6% | 0.041% | |
| 6/23/2026 | Ballast Advisors LLC | 93,220 | $2.17M | 0.6% | -3.9% | 0.022% | |
| 6/18/2026 | Western Wealth Management LLC | 19,954 | $463K | 0.0% | +128.6% | 0.005% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 23,624 | $549K | 0.0% | -5.7% | 0.005% | |
| 6/3/2026 | Parallel Advisors LLC | 22,405 | $520K | 0.0% | +9.5% | 0.005% | |
| 5/27/2026 | Tenret Co LLC | 984,581 | $22.86M | 11.0% | +7.8% | 0.227% | |
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| 5/27/2026 | Security Financial Services INC. | 401,456 | $9.32M | 1.5% | +3.1% | 0.093% | |
| 5/26/2026 | Serenity Investment Advisors | 109,230 | $2.51M | 1.0% | +14.8% | 0.025% | |
| 5/22/2026 | Verus Capital Partners LLC | 97,767 | $2.27M | 0.2% | +8.7% | 0.023% | |
| 5/20/2026 | January Capital Advisors LLC | 40,941 | $951K | 1.3% | N/A | 0.009% | |
| 5/19/2026 | Western Wealth Management LLC | 19,954 | $463K | 0.0% | +128.6% | 0.005% | |
| 5/19/2026 | Bank of America Corp DE | 1,249,930 | $29.02M | 0.0% | +5.6% | 0.289% | |
| 5/19/2026 | Chesapeake Wealth Management | 134,817 | $3.13M | 1.0% | -1.8% | 0.031% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 42,337 | $983K | 0.0% | +7.8% | 0.010% | |
| 5/18/2026 | Royal Bank of Canada | 57,075 | $1.33M | 0.0% | +258.4% | 0.013% | |
| 5/18/2026 | Eley Financial Management Inc | 73,882 | $1.71M | 0.6% | +5.9% | 0.017% | |
| 5/15/2026 | Northeast Financial Group Inc. | 290,058 | $6.74M | 1.7% | +14.7% | 0.067% | |
| 5/15/2026 | Waverly Advisors LLC | 230,373 | $5.35M | 0.0% | -0.8% | 0.053% | |
| 5/15/2026 | Wealth Alliance LLC | 15,601 | $362K | 0.0% | +35.6% | 0.004% | |
| 5/14/2026 | Renaissance Technologies LLC | 113,600 | $2.64M | 0.0% | N/A | 0.026% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 9,693,597 | $225.09M | 20.2% | +8.2% | 2.240% | |
| 5/14/2026 | Compound Planning Inc. | 8,732 | $203K | 0.0% | N/A | 0.002% | |
| 5/14/2026 | Modern Wealth Management LLC | 1,219,890 | $28.25M | 0.5% | +3.4% | 0.282% | |
| 5/14/2026 | Keebeck Wealth Management | 12,327 | $286K | 0.0% | -8.3% | 0.003% | |
| 5/14/2026 | Lido Advisors LLC | 33,079 | $768K | 0.0% | -4.7% | 0.008% | |
| 5/13/2026 | Cetera Investment Advisers | 1,767,932 | $41.05M | 0.0% | +7.0% | 0.408% | |
| 5/13/2026 | Wealthspire Retirement LLC | 28,165 | $654K | 0.0% | -18.3% | 0.007% | |
| 5/13/2026 | Prestige Wealth Management Group LLC | 4,403 | $102K | 0.0% | -57.2% | 0.001% | |
| 5/13/2026 | Quantum Capital Management LLC NJ | 11,412 | $265K | 0.0% | +9.1% | 0.003% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 8,914 | $207K | 0.0% | -27.0% | 0.002% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,590 | $37K | 0.0% | N/A | 0.000% | |
| 5/8/2026 | JMG Financial Group Ltd. | 99,754 | $2.32M | 0.1% | -3.6% | 0.023% | |
| 5/7/2026 | Scarborough Advisors LLC | 30,958 | $719K | 0.1% | N/A | 0.007% | |
| 5/7/2026 | Parallel Advisors LLC | 22,405 | $520K | 0.0% | +9.5% | 0.005% | |
| 5/7/2026 | Regimen Wealth LLC | 14,664 | $340K | 0.1% | +13.2% | 0.003% | |
| 5/7/2026 | True North Advisors LLC | 18,236 | $423K | 0.0% | -51.2% | 0.004% | |
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| 5/6/2026 | GatePass Capital LLC | 9,438 | $219K | 0.1% | -5.8% | 0.002% | |
| 5/6/2026 | Zhang Financial LLC | 129,017 | $3.00M | 0.1% | +1.2% | 0.030% | |
| 5/6/2026 | Assetmark Inc. | 2,053 | $48K | 0.0% | -27.6% | 0.000% | |
| 5/6/2026 | Independent Financial Group LLC | 115,360 | $2.68M | 0.1% | N/A | 0.027% | |
| 5/6/2026 | Smart Money Group LLC | 163,829 | $3.80M | 1.1% | +17.5% | 0.038% | |
| 5/5/2026 | Marks Group Wealth Management Inc | 20,124 | $467K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | Theory Financial LLC | 946,329 | $21.97M | 7.7% | -16.9% | 0.219% | |
| 5/5/2026 | Ethos Financial Group LLC | 13,104 | $304K | 0.0% | +11.0% | 0.003% | |
| 5/5/2026 | SouthState Bank Corp | 2,212 | $51K | 0.0% | +539.3% | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 870,949 | $20.22M | 0.1% | +3.8% | 0.201% | |
| 5/5/2026 | Nwam LLC | 76,309 | $1.77M | 0.1% | +37.0% | 0.018% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 7,710,661 | $179.04M | 4.9% | +3.5% | 1.782% | |
| 5/4/2026 | Milestones Private Investment Advisors LLC | 23,439 | $544K | 0.5% | -50.1% | 0.005% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 140,212 | $3.26M | 0.1% | -13.8% | 0.032% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 63,172 | $1.47M | 0.0% | +2.8% | 0.015% | |
| 5/2/2026 | Diversify Wealth Management LLC | 94,736 | $2.19M | 0.0% | +5.3% | 0.022% | |
| 5/2/2026 | Towercrest Capital Management | 1,014,783 | $23.56M | 3.7% | -0.4% | 0.234% | |
| 5/2/2026 | Valmark Advisers Inc. | 110,196 | $2.56M | 0.0% | -9.5% | 0.025% | |
| 5/2/2026 | Carnegie Investment Counsel | 102,903 | $2.39M | 0.0% | +7.6% | 0.024% | |
| 5/1/2026 | Fifth Third Bancorp | 4,310 | $100K | 0.0% | -21.2% | 0.001% | |
| 5/1/2026 | Sovran Advisors LLC | 23,782 | $551K | 0.0% | -2.4% | 0.005% | |
| 5/1/2026 | Summit Financial Strategies Inc. | 328,668 | $7.63M | 0.6% | -20.7% | 0.076% | |
| 5/1/2026 | Sachetta LLC | 1,818 | $42K | 0.0% | +447.6% | 0.000% | |
| 5/1/2026 | WealthShield Partners LLC | 304,718 | $7.08M | 0.8% | +6.9% | 0.070% | |
| 5/1/2026 | TSA Wealth Managment LLC | 957,984 | $22.24M | 7.2% | +2.0% | 0.221% | |
| 5/1/2026 | Simplicity Wealth LLC | 53,519 | $1.24M | 0.1% | -52.2% | 0.012% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 17,131 | $398K | 0.0% | -29.8% | 0.004% | |
| 5/1/2026 | Cedar Mountain Advisors LLC | 640,396 | $14.87M | 2.9% | +2.0% | 0.148% | |
| 4/30/2026 | Range Financial Group LLC | 153,912 | $3.57M | 1.2% | +8.9% | 0.036% | |
| 4/30/2026 | Kestra Advisory Services LLC | 127,997 | $2.97M | 0.0% | +70.8% | 0.030% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 599,748 | $14.01M | 1.0% | -5.4% | 0.139% | |
| 4/30/2026 | W Advisors LLC | 51,219 | $1.19M | 0.6% | -2.5% | 0.012% | |
| 4/29/2026 | Financial Life Advisors | 1,500,574 | $34.84M | 10.9% | +1.5% | 0.347% | |
| 4/29/2026 | WealthPLAN Partners LLC | 191,883 | $4.46M | 0.9% | +2.6% | 0.044% | |
| 4/29/2026 | Alliance Wealth Management Group | 1,014,783 | $23.56M | 5.1% | -0.4% | 0.235% | |
| 4/29/2026 | Horst & Graben Wealth Management LLC | 1,421,006 | $33.07M | 4.7% | +2.3% | 0.329% | |
| 4/29/2026 | K2 Financial Inc. | 90,439 | $2.11M | 1.4% | +15.4% | 0.021% | |
| 4/29/2026 | Downshift Financial LLC | 22,873 | $531K | 0.3% | -56.5% | 0.005% | |
| 4/29/2026 | Clay Northam Wealth Management LLC | 235,682 | $5.47M | 3.1% | -2.7% | 0.055% | |
| 4/29/2026 | Fischer Financial Services Inc. | 203,977 | $4.74M | 1.6% | +1.9% | 0.047% | |
| 4/29/2026 | Kiley Juergens Wealth Management LLC | 75,309 | $1.75M | 0.3% | +15.9% | 0.017% | |
| 4/28/2026 | Bogart Wealth LLC | 258,607 | $6.01M | 0.2% | +3.4% | 0.060% | |
| 4/28/2026 | Ascentis Independent Advisors | 40,639 | $944K | 0.1% | +179.3% | 0.009% | |
| 4/28/2026 | Mokosak Advisory Group LLC | 1,235,661 | $28.69M | 7.2% | +7.3% | 0.286% | |
| 4/28/2026 | Peak Financial Management Inc. | 393,380 | $9.13M | 2.3% | +11.3% | 0.091% | |
| 4/28/2026 | NBT Bank N A NY | 76,663 | $1.78M | 0.1% | +0.7% | 0.018% | |
| 4/28/2026 | Revisor Wealth Management LLC | 797,226 | $18.51M | 5.1% | +7.7% | 0.185% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 39,844 | $925K | 0.1% | -2.8% | 0.009% | |
| 4/28/2026 | Latitude Advisors LLC | 53,778 | $1.25M | 0.6% | +10.2% | 0.012% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 66,647 | $1.55M | 0.3% | +10.9% | 0.015% | |
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| 4/28/2026 | Meramec Financial Planners LLC | 7,547 | $176K | 0.1% | -16.8% | 0.002% | |
| 4/27/2026 | Apeiron RIA LLC | 110,286 | $2.56M | 0.6% | +2.3% | 0.026% | |
| 4/27/2026 | Appalachian Capital Management Ltd | 25,394 | $590K | 0.5% | -4.5% | 0.006% | |
| 4/27/2026 | HB Wealth Management LLC | 53,225 | $1.24M | 0.0% | -7.5% | 0.012% | |
| 4/27/2026 | Altus Wealth Group LLC | 9,705 | $225K | 0.1% | N/A | 0.002% | |
| 4/27/2026 | PFG Investments LLC | 11,242 | $261K | 0.0% | +6.0% | 0.003% | |
| 4/27/2026 | World Investment Advisors | 10,537 | $245K | 0.0% | -13.3% | 0.002% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 71,991 | $1.67M | 0.2% | +2.6% | 0.017% | |
| 4/27/2026 | Marotta Asset Management | 269,547 | $6.24M | 1.1% | -1.9% | 0.062% | |
| 4/27/2026 | Private Advisor Group LLC | 62,248 | $1.45M | 0.0% | +11.9% | 0.014% | |