| 10/14/2026 | Signal Advisors Wealth LLC | 19,260 | $2.37M | 0.1% | -12.4% | 0.004% | |
| 10/14/2026 | 4WEALTH Advisors Inc. | 7,317 | $901K | 0.6% | +2.1% | 0.002% | |
| 10/14/2026 | B. Riley Wealth Advisors Inc. | 17,454 | $2.15M | 0.1% | N/A | 0.004% | |
| 10/14/2026 | RHS Financial LLC | 11,520 | $1.42M | 0.4% | N/A | 0.002% | |
| 10/14/2026 | Affinity Capital Advisors LLC | 141,761 | $17.83M | 2.1% | -0.8% | 0.031% | |
| 10/14/2026 | Trinity Wealth Management LLC | 3,511 | $432K | 0.1% | +4.5% | 0.001% | |
| 10/13/2026 | Forvis Mazars Wealth Advisors LLC | 3,571 | $440K | 0.0% | N/A | 0.001% | |
| 10/13/2026 | Cascade Investment Group Inc. | 1,689 | $208K | 0.1% | N/A | 0.000% | |
| 10/13/2026 | Financial Futures Ltd Liability Co. | 21,939 | $2.70M | 1.0% | -1.0% | 0.005% | |
| 10/13/2026 | Ring Mountain Capital LLC | 18,333 | $2.26M | 0.9% | -1.0% | 0.004% | |
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| 10/13/2026 | Jericho Financial LLP | 16,100 | $1.98M | 1.1% | -2.8% | 0.003% | |
| 10/13/2026 | Heffernan Advisory Inc. | 1,900 | $234K | 0.2% | N/A | 0.000% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 12,996 | $1.60M | 0.0% | -18.4% | 0.003% | |
| 10/13/2026 | Fragasso Financial Advisors Inc | 14,181 | $1.78M | 0.1% | N/A | 0.003% | |
| 10/13/2026 | Stegent Equity Advisors Inc. | 4,197 | $517K | 0.4% | -20.4% | 0.001% | |
| 10/13/2026 | NorthCrest Asset Manangement LLC | 3,256 | $406K | 0.0% | N/A | 0.001% | |
| 10/13/2026 | DWR Wealth Management LLC | 4,088 | $504K | 0.3% | N/A | 0.001% | |
| 10/13/2026 | Avior Wealth Management LLC | 71,544 | $8.81M | 0.2% | N/A | 0.015% | |
| 10/13/2026 | Vertrix Wealth Management LLC | 69,030 | $8.50M | 2.9% | -6.9% | 0.015% | |
| 10/10/2026 | Roan Capital Partners | 44,394 | $5.46M | 4.0% | +3.7% | 0.010% | |
| 10/10/2026 | Montz Harcus Wealth Management LLC | 67,720 | $8.34M | 3.2% | +1.2% | 0.015% | |
| 10/10/2026 | Marquette Asset Management LLC | 1,520 | $187K | 0.0% | N/A | 0.000% | |
| 10/10/2026 | Gilpin Wealth Management LLC | 3,460 | $426K | 0.3% | +3.1% | 0.001% | |
| 10/9/2026 | Fell Capital Management ADV | 17,445 | $2.15M | 1.8% | N/A | 0.004% | |
| 10/9/2026 | GK Wealth Management LLC | 229 | $28K | 0.0% | -88.3% | 0.000% | |
| 10/9/2026 | Balefire LLC | 27,084 | $3.33M | 0.5% | -4.1% | 0.006% | |
| 10/9/2026 | Bill Few Associates Inc. | 16,697 | $2.06M | 0.4% | +5.6% | 0.004% | |
| 10/9/2026 | Shulman DeMeo Asset Management LLC | 7,404 | $931K | 0.3% | -1.7% | 0.002% | |
| 10/9/2026 | Riversedge Advisors LLC | 318,078 | $39.15M | 4.8% | -1.6% | 0.069% | |
| 10/9/2026 | Wedmont Private Capital | 5,422 | $676K | 0.0% | +6.4% | 0.001% | |
| 10/9/2026 | Journey Retirement Planning & Investment Management LLC | 78,528 | $9.67M | 6.5% | +5.5% | 0.017% | |
| 10/9/2026 | Aventus Investment Advisors Inc. | 49,965 | $6.15M | 4.5% | +0.4% | 0.011% | |
| 10/9/2026 | McNaughton Wealth Management LLC | 49,564 | $6.10M | 2.1% | +0.7% | 0.011% | |
| 10/9/2026 | Breakwater Capital Group | 89,907 | $11.07M | 1.3% | +0.4% | 0.020% | |
| 10/9/2026 | Prosperity Planning Inc. | 9,028 | $1.11M | 0.2% | -5.9% | 0.002% | |
| 10/9/2026 | Post Resch Tallon Group Inc. | 2,874 | $354K | 0.2% | -3.4% | 0.001% | |
| 10/9/2026 | Inspirion Wealth Advisors LLC | 86,308 | $10.62M | 1.2% | N/A | 0.019% | |
| 10/9/2026 | Eclectic Associates Inc. ADV | 15,286 | $1.88M | 0.2% | N/A | 0.003% | |
| 10/9/2026 | Go Invest LLC | 5,836 | $718K | 0.2% | N/A | 0.001% | |
| 10/9/2026 | Diversified Management Inc. | 2,867 | $353K | 0.1% | -72.7% | 0.001% | |
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| 10/9/2026 | Acropolis Investment Management LLC | 852 | $105K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | First Heartland Consultants Inc. | 264,876 | $32.60M | 2.2% | N/A | 0.058% | |
| 10/8/2026 | Davis Capital Management | 350 | $43K | 0.0% | N/A | 0.000% | |
| 10/8/2026 | Farther Finance Advisors LLC | 134,665 | $16.58M | 0.1% | +87.8% | 0.029% | |
| 10/8/2026 | CoreCap Advisors LLC | 1,480,133 | $182.18M | 5.3% | -0.6% | 0.322% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 70,512 | $8.68M | 0.6% | N/A | 0.015% | |
| 10/8/2026 | Titleist Asset Management LLC | 23,389 | $2.88M | 0.2% | +12.6% | 0.005% | |
| 10/8/2026 | Apella Capital LLC | 9,299 | $1.17M | 0.0% | -16.1% | 0.002% | |
| 10/8/2026 | Gradient Investments LLC | 2,114 | $260K | 0.0% | N/A | 0.000% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 33,976 | $4.18M | 0.1% | -0.7% | 0.007% | |
| 10/8/2026 | New Covenant Trust Company N.A. | 3,171 | $390K | 0.3% | -18.0% | 0.001% | |
| 10/8/2026 | City Center Advisors LLC | 74,188 | $9.13M | 6.9% | +0.7% | 0.016% | |
| 10/8/2026 | Buska Wealth Management LLC | 205,109 | $25.25M | 8.7% | -11.2% | 0.045% | |
| 10/8/2026 | Ayalon Insurance Comp Ltd. | 12,122 | $1.49M | 0.1% | N/A | 0.003% | |
| 10/7/2026 | Venture Visionary Partners LLC | 89,780 | $11.05M | 0.3% | +10.6% | 0.020% | |
| 10/7/2026 | Cooper Financial Group | 24,342 | $3.00M | 0.2% | -2.7% | 0.005% | |
| 10/7/2026 | Whitcomb & Hess Inc. | 363,094 | $44.69M | 9.6% | +0.7% | 0.079% | |
| 10/7/2026 | Canandaigua National Trust Co of Florida | 62,106 | $7.64M | 4.3% | N/A | 0.013% | |
| 10/7/2026 | Canandaigua National Bank & Trust Co. | 591,567 | $72.81M | 6.5% | -1.1% | 0.129% | |
| 10/7/2026 | Cassilly Financial Group LLC | 6,148 | $757K | 0.5% | +2.8% | 0.001% | |
| 10/7/2026 | Investors Research Corp | 204,395 | $25.16M | 4.2% | -0.6% | 0.044% | |
| 10/7/2026 | SigFig Wealth Management LLC | 93,842 | $11.55M | 0.3% | -14.9% | 0.020% | |
| 10/7/2026 | Waller Financial Planning Group Inc. | 374,184 | $46.06M | 9.4% | +6.1% | 0.081% | |
| 10/6/2026 | Juncture Wealth Strategies LLC | 4,720 | $581K | 0.1% | N/A | 0.001% | |
| 10/6/2026 | Colton Groome Financial Advisors LLC | 34,493 | $4.25M | 1.0% | -3.3% | 0.008% | |
| 10/6/2026 | Iowa State Bank | 23,854 | $2.94M | 0.5% | N/A | 0.005% | |
| 10/5/2026 | Baker Tilly Wealth Management LLC | 181,663 | $22.36M | 4.4% | +61.1% | 0.040% | |
| 10/5/2026 | Eastern Bank | 1,270 | $156K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | Rockland Trust Co. | 2,100 | $258K | 0.0% | N/A | 0.000% | |
| 10/2/2026 | GoalVest Advisory LLC | 36,272 | $4.46M | 0.2% | -17.0% | 0.008% | |
| 10/2/2026 | Private Client Services LLC | 13,916 | $1.71M | 0.5% | N/A | 0.003% | |
| 10/1/2026 | Stonebridge Financial Group LLC | 244,460 | $30.09M | 2.2% | +2.5% | 0.053% | |
| 10/1/2026 | Confluence Investment Management LLC | 510,696 | $62.86M | 1.0% | -11.0% | 0.112% | |
| 10/1/2026 | Marathon Mission Inc. | 246,215 | $30.30M | 15.3% | +0.9% | 0.054% | |
| 9/23/2026 | QRG Capital Management Inc. | 49,476 | $5.89M | 0.0% | +1,472.7% | 0.011% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 143,845 | $17.12M | 0.1% | +8.3% | 0.032% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 9,489,431 | $1.13B | 0.2% | +10.5% | 2.097% | |
| 9/9/2026 | Pecaut & CO. | 155,879 | $18.55M | 5.8% | -0.2% | 0.035% | |
| 9/9/2026 | The Manufacturers Life Insurance Company | 3,158,745 | $375.86M | 0.2% | N/A | 0.714% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 34,109 | $4.06M | 0.0% | -3.8% | 0.008% | |
| 9/9/2026 | Tidal Investments LLC | 15,635 | $1.86M | 0.0% | +34.6% | 0.004% | |
| 9/9/2026 | IPG Investment Advisors LLC | 1,818 | $216K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | Capital Analysts LLC | 224,220 | $26.68M | 0.6% | -1.1% | 0.051% | |
| 9/9/2026 | Capital Advantage Inc. | 2,489 | $296K | 0.0% | N/A | 0.001% | |
| 9/9/2026 | Concorde Asset Management LLC | 5,816 | $692K | 0.4% | +3.2% | 0.001% | |
| 9/9/2026 | NorthRock Partners LLC | 2,326,724 | $276.86M | 4.1% | +6.0% | 0.526% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,112,724 | $132.40M | 0.8% | +3.7% | 0.251% | |
| 9/9/2026 | Community Bank N.A. | 5,887 | $700K | 0.1% | -5.1% | 0.001% | |
| 9/9/2026 | RFG Advisory LLC | 536,479 | $63.84M | 1.0% | +2.1% | 0.121% | |
| 9/9/2026 | NewEdge Advisors LLC | 384,104 | $45.71M | 0.1% | -8.5% | 0.087% | |
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| 9/9/2026 | IFP Advisors Inc | 50,392 | $6.00M | 0.1% | +1.3% | 0.011% | |
| 9/9/2026 | Squarepoint Ops LLC | 2,132 | $254K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | Baird Financial Group Inc. | 105,914 | $12.60M | 0.0% | -5.8% | 0.024% | |
| 9/9/2026 | Sterling Investment Advisors Ltd. | 10,179 | $1.21M | 0.2% | -13.6% | 0.002% | |
| 9/9/2026 | One Charles Private Wealth Services LLC | 5,462 | $650K | 0.1% | -8.1% | 0.001% | |
| 9/9/2026 | XY Planning Network Inc. | 36,564 | $4.35M | 0.5% | +6.7% | 0.008% | |
| 9/8/2026 | Allworth Financial LP | 10,545,678 | $1.25B | 5.3% | -15.0% | 2.382% | |
| 9/8/2026 | Waverly Advisors LLC | 983,337 | $117.01M | 0.7% | -0.7% | 0.222% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 3,337 | $397K | 0.0% | +30.6% | 0.001% | |
| 9/2/2026 | MLG Wealth Management DBA Pine Grove Financial Group | 10,180 | $1.21M | 0.1% | -5.0% | 0.002% | |