| 10/13/2026 | Avior Wealth Management LLC | 4,161 | $445K | 0.0% | -67.7% | 0.009% | |
| 10/10/2026 | Councilor Wealth LLC | 20,729 | $2.22M | 0.9% | -10.2% | 0.047% | |
| 10/10/2026 | Roan Capital Partners | 45,013 | $4.82M | 3.5% | +5.1% | 0.102% | |
| 10/10/2026 | Friday Financial | 22,021 | $2.37M | 0.5% | +41.8% | 0.050% | |
| 10/9/2026 | Fell Capital Management ADV | 18,373 | $1.97M | 1.7% | N/A | 0.041% | |
| 10/9/2026 | Balefire LLC | 3,542 | $379K | 0.1% | N/A | 0.008% | |
| 10/9/2026 | Journey Retirement Planning & Investment Management LLC | 1,904 | $204K | 0.1% | +12.2% | 0.004% | |
| 10/9/2026 | Inspirion Wealth Advisors LLC | 5,822 | $623K | 0.1% | -3.4% | 0.013% | |
| 10/9/2026 | Stonebridge Wealth Management LLC | 4,031 | $431K | 0.4% | -6.8% | 0.009% | |
| 10/9/2026 | First Heartland Consultants Inc. | 3,920 | $419K | 0.0% | N/A | 0.009% | |
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| 10/8/2026 | Farther Finance Advisors LLC | 75,654 | $8.09M | 0.1% | +148.4% | 0.171% | |
| 10/8/2026 | CoreCap Advisors LLC | 4,543 | $486K | 0.0% | +32.6% | 0.010% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 10,916 | $1.17M | 0.1% | N/A | 0.025% | |
| 10/8/2026 | Everhart Financial Group Inc. | 567,965 | $60.76M | 3.7% | +5.4% | 1.282% | |
| 10/7/2026 | Investors Research Corp | 13,224 | $1.42M | 0.2% | N/A | 0.030% | |
| 10/7/2026 | Waller Financial Planning Group Inc. | 21,559 | $2.31M | 0.5% | N/A | 0.049% | |
| 10/6/2026 | Juncture Wealth Strategies LLC | 5,830 | $624K | 0.2% | +7.2% | 0.013% | |
| 10/5/2026 | Eastern Bank | 1,743 | $186K | 0.0% | N/A | 0.004% | |
| 10/1/2026 | Marathon Mission Inc. | 49,257 | $5.27M | 2.7% | +1.7% | 0.111% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 109,766 | $13.07M | 0.0% | -4.6% | 0.249% | |
| 9/9/2026 | MCF Advisors LLC | 36,634 | $4.36M | 0.2% | +6,877.9% | 0.083% | |
| 9/9/2026 | Capital Analysts LLC | 39,540 | $4.71M | 0.1% | +5.2% | 0.090% | |
| 9/9/2026 | NorthRock Partners LLC | 732,397 | $87.25M | 1.3% | +7.3% | 1.663% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 109,263 | $13.02M | 0.1% | +3.1% | 0.248% | |
| 9/9/2026 | RFG Advisory LLC | 8,100 | $965K | 0.0% | +54.3% | 0.018% | |
| 9/9/2026 | NewEdge Advisors LLC | 10,415 | $1.24M | 0.0% | +2.7% | 0.024% | |
| 9/9/2026 | Baird Financial Group Inc. | 88,793 | $10.58M | 0.0% | +10.4% | 0.202% | |
| 9/8/2026 | Waverly Advisors LLC | 4,853 | $578K | 0.0% | -8.5% | 0.011% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 23,490 | $2.80M | 0.2% | -0.4% | 0.053% | |
| 9/2/2026 | Kinetic Wealth Investment Advisors LLC | 20,144 | $2.40M | 1.1% | N/A | 0.046% | |
| 8/27/2026 | Corient Private Wealth LP | 38,475 | $4.58M | 0.0% | -14.4% | 0.087% | |
| 8/27/2026 | Tucker Asset Management LLC | 2,503 | $298K | 0.1% | +175.1% | 0.006% | |
| 8/25/2026 | Tobias Financial Advisors Inc. | 15,860 | $1.89M | 0.2% | -1.0% | 0.036% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 10,236 | $1.22M | 0.0% | +117.3% | 0.023% | |
| 8/23/2026 | HB Wealth Management LLC | 3,919 | $467K | 0.0% | +31.9% | 0.009% | |
| 8/22/2026 | Cornerstone Advisors Asset Management LLC | 111,228 | $13.25M | 1.7% | +301.3% | 0.253% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 2,263 | $270K | 0.0% | N/A | 0.005% | |
| 8/21/2026 | Integrity Financial Corp WA | 330 | $39K | 0.0% | N/A | 0.001% | |
| 8/21/2026 | Montz Harcus Wealth Management LLC | 1,922 | $229K | 0.1% | N/A | 0.004% | |
| 8/21/2026 | Rodgers & Associates LTD | 403,692 | $48.09M | 3.6% | -3.5% | 0.916% | |
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| 8/21/2026 | Hudson Portfolio Management LLC | 1,720 | $205K | 0.2% | -26.0% | 0.004% | |
| 8/21/2026 | Coppell Advisory Solutions LLC | 2,540 | $303K | 0.1% | N/A | 0.006% | |
| 8/20/2026 | JNBA Financial Advisors | 12,175 | $1.45M | 0.1% | -8.7% | 0.028% | |
| 8/13/2026 | Capital Square LLC | 24,077 | $2.80M | 1.2% | N/A | 0.055% | |
| 7/10/2026 | Investors Research Corp | 13,234 | $1.58M | 0.3% | -4.5% | 0.030% | |
| 7/10/2026 | Nvest Wealth Strategies Inc. | 70,704 | $8.42M | 5.3% | +0.8% | 0.161% | |
| 7/10/2026 | HRC Wealth Management LLC | 78,831 | $9.39M | 3.8% | +3.6% | 0.180% | |
| 7/10/2026 | Clarus Wealth Advisors | 23,981 | $2.77M | 1.1% | -4.3% | 0.055% | |
| 7/10/2026 | Orrstown Financial Services Inc. | 5,085 | $606K | 0.1% | +36.9% | 0.012% | |
| 7/10/2026 | KWB Wealth | 75,460 | $8.99M | 0.8% | -0.7% | 0.172% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 70,377 | $8.38M | 0.2% | -1.6% | 0.160% | |
| 7/9/2026 | Friday Financial | 15,533 | $1.81M | 0.5% | +25.3% | 0.035% | |
| 7/9/2026 | World Equity Group Inc. | 3,412 | $406K | 0.1% | N/A | 0.008% | |
| 7/9/2026 | Focus Financial Network Inc. | 23,013 | $2.74M | 0.1% | -2.0% | 0.052% | |
| 7/9/2026 | HF Advisory Group LLC | 3,024 | $360K | 0.1% | -9.0% | 0.007% | |
| 7/9/2026 | Roan Capital Partners | 42,817 | $5.10M | 4.2% | +14.1% | 0.098% | |
| 7/9/2026 | Everhart Financial Group Inc. | 538,759 | $64.18M | 4.1% | +1,098.8% | 1.229% | |
| 7/7/2026 | Bill Few Associates Inc. | 11,426 | $1.36M | 0.3% | +0.8% | 0.026% | |
| 7/7/2026 | Balefire LLC | 3,669 | $437K | 0.1% | -12.8% | 0.008% | |
| 7/7/2026 | Inspirion Wealth Advisors LLC | 6,024 | $712K | 0.1% | -4.2% | 0.014% | |
| 7/7/2026 | Grant Private Wealth Management Inc | 4,740 | $565K | 0.2% | -3.9% | 0.011% | |
| 7/7/2026 | Crescent Sterling Ltd. | 3,677 | $438K | 0.4% | +5.5% | 0.008% | |
| 7/7/2026 | Waller Financial Planning Group Inc. | 21,626 | $2.58M | 0.5% | -6.7% | 0.049% | |
| 7/6/2026 | Trilogy Capital Inc. | 28,736 | $3.42M | 0.1% | +65.0% | 0.066% | |
| 7/1/2026 | Marathon Mission Inc. | 48,442 | $5.77M | 2.9% | +3.8% | 0.112% | |
| 6/18/2026 | Western Wealth Management LLC | 21,645 | $2.09M | 0.1% | +5.2% | 0.050% | |
| 6/16/2026 | Empowered Funds LLC | 2,370 | $229K | 0.0% | +2,790.2% | 0.005% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 342,972 | $33.14M | 2.1% | +3.6% | 0.794% | |
| 6/9/2026 | Robinswood Financial LLC | 415 | $40K | 0.1% | N/A | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 10,146 | $980K | 0.0% | -23.2% | 0.023% | |
| 5/26/2026 | Glenmede Trust Co. NA | 1,868 | $180K | 0.0% | +20.3% | 0.004% | |
| 5/22/2026 | Verus Capital Partners LLC | 2,506 | $242K | 0.0% | N/A | 0.006% | |
| 5/19/2026 | Western Wealth Management LLC | 21,645 | $2.09M | 0.1% | +5.2% | 0.050% | |
| 5/19/2026 | NewEdge Advisors LLC | 9,689 | $936K | 0.0% | -26.7% | 0.022% | |
| 5/19/2026 | Bank of America Corp DE | 989,579 | $95.61M | 0.0% | -13.6% | 2.291% | |
| 5/19/2026 | Arkadios Wealth Advisors | 6,255 | $604K | 0.0% | -61.7% | 0.014% | |
| 5/19/2026 | IFS Group LLC | 4,429 | $428K | 0.4% | N/A | 0.010% | |
| 5/18/2026 | Royal Bank of Canada | 100,045 | $9.67M | 0.0% | +21.0% | 0.232% | |
| 5/18/2026 | Empowered Funds LLC | 2,370 | $229K | 0.0% | +2,790.2% | 0.005% | |
| 5/16/2026 | Quantinno Capital Management LP | 4,701 | $454K | 0.0% | +16.9% | 0.011% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 4,006 | $387K | 0.0% | N/A | 0.009% | |
| 5/15/2026 | Vawter Financial Ltd. | 6,350 | $614K | 0.3% | -3.0% | 0.015% | |
| 5/14/2026 | Klingman & Associates LLC | 204,106 | $19.72M | 0.9% | -0.3% | 0.472% | |
| 5/14/2026 | Gibbs Wealth Management | 41,743 | $4.03M | 0.5% | +141.4% | 0.097% | |
| 5/13/2026 | Cetera Investment Advisers | 474,052 | $45.80M | 0.0% | +10.3% | 1.097% | |
| 5/13/2026 | Prestige Wealth Management Group LLC | 34,646 | $3.35M | 0.7% | +0.9% | 0.080% | |
| 5/13/2026 | Wiregrass Investment Management LLC | 2,872 | $277K | 0.2% | +10.0% | 0.007% | |
| 5/8/2026 | Pacific Sun Financial Corp | 52,043 | $5.03M | 2.4% | +0.2% | 0.120% | |
| 5/7/2026 | Florida Financial Advisors LLC | 8,510 | $822K | 0.2% | +44.8% | 0.020% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 77,064 | $7.45M | 0.5% | +2.7% | 0.178% | |
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| 5/7/2026 | Basepoint Wealth LLC | 1,547 | $149K | 0.1% | -7.1% | 0.004% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 27,718 | $2.68M | 0.4% | N/A | 0.064% | |
| 5/7/2026 | Balefire LLC | 4,208 | $407K | 0.1% | +23.3% | 0.010% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 13,732 | $1.33M | 0.1% | -26.6% | 0.032% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 25,190 | $2.43M | 0.2% | N/A | 0.058% | |
| 5/6/2026 | Aire Advisors LLC | 227,655 | $22.00M | 4.0% | +0.7% | 0.527% | |
| 5/6/2026 | Assetmark Inc. | 56,680 | $5.48M | 0.0% | +0.4% | 0.131% | |
| 5/6/2026 | Independent Financial Group LLC | 2,216 | $214K | 0.0% | N/A | 0.005% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 24,680 | $2.39M | 0.1% | -4.3% | 0.057% | |
| 5/5/2026 | Quartz Partners LLC | 2,080 | $201K | 0.1% | N/A | 0.005% | |