| 10/13/2026 | Forvis Mazars Wealth Advisors LLC | 7,689 | $966K | 0.0% | -1.1% | 0.001% | |
| 10/13/2026 | First Financial Corp IN | 143,891 | $18.08M | 6.4% | -7.1% | 0.012% | |
| 10/13/2026 | Accel Wealth Management | 5,471 | $688K | 0.1% | -10.4% | 0.000% | |
| 10/13/2026 | Contravisory Investment Management Inc. | 3,334 | $419K | 0.1% | N/A | 0.000% | |
| 10/13/2026 | Downshift Financial LLC | 1,896 | $238K | 0.1% | -22.5% | 0.000% | |
| 10/13/2026 | Koesten Hirschmann & Crabtree INC. | 1,608 | $202K | 0.1% | N/A | 0.000% | |
| 10/13/2026 | Steel Grove Capital Advisors LLC | 49,773 | $6.26M | 0.4% | +1.7% | 0.004% | |
| 10/13/2026 | Heffernan Advisory Inc. | 8,400 | $1.06M | 0.7% | +110.0% | 0.001% | |
| 10/13/2026 | Compass Financial Group INC SD | 1,491,320 | $187.41M | 20.3% | +7.3% | 0.121% | |
| 10/13/2026 | McCollum Christoferson Group LLC | 6,042 | $759K | 0.1% | -6.6% | 0.000% | |
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| 10/13/2026 | Madson Wealth Advisors Inc | 6,066 | $762K | 0.5% | +44.8% | 0.000% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 15,412 | $1.94M | 0.1% | +747.3% | 0.001% | |
| 10/13/2026 | Fragasso Financial Advisors Inc | 7,614 | $974K | 0.0% | +18.6% | 0.001% | |
| 10/13/2026 | Stegent Equity Advisors Inc. | 3,498 | $440K | 0.4% | -14.9% | 0.000% | |
| 10/13/2026 | Fermata Advisors LLC | 5,601 | $704K | 0.1% | +4.3% | 0.000% | |
| 10/13/2026 | NorthCrest Asset Manangement LLC | 77,606 | $9.88M | 0.2% | -1.9% | 0.006% | |
| 10/13/2026 | Avior Wealth Management LLC | 9,809 | $1.23M | 0.0% | +4.1% | 0.001% | |
| 10/10/2026 | HF Advisory Group LLC | 22,376 | $2.81M | 0.7% | -2.9% | 0.002% | |
| 10/10/2026 | Armstrong Advisory Group Inc. | 1,029,699 | $129.40M | 7.8% | +0.2% | 0.084% | |
| 10/10/2026 | Sherry Group Inc. | 12,306 | $1.55M | 1.5% | +0.7% | 0.001% | |
| 10/10/2026 | Capital Planning LLC | 111,740 | $14.04M | 3.9% | -2.3% | 0.009% | |
| 10/10/2026 | Valley Wealth Managers Inc. | 13,982 | $1.76M | 0.1% | +8.9% | 0.001% | |
| 10/9/2026 | Capital Advisors Wealth Management LLC | 248,225 | $31.19M | 3.6% | +0.4% | 0.020% | |
| 10/9/2026 | RFG Bristol Wealth Advisors LLC | 1,602 | $201K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | Sound Income Strategies LLC | 5,426 | $690K | 0.0% | +16.2% | 0.000% | |
| 10/9/2026 | GK Wealth Management LLC | 315 | $40K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | Balefire LLC | 9,185 | $1.15M | 0.2% | +54.2% | 0.001% | |
| 10/9/2026 | Thryve Wealth Management LLC | 135,693 | $17.05M | 9.5% | +14.1% | 0.011% | |
| 10/9/2026 | Riversedge Advisors LLC | 15,881 | $2.00M | 0.2% | -0.8% | 0.001% | |
| 10/9/2026 | Wedmont Private Capital | 135,352 | $17.22M | 0.4% | +15.2% | 0.011% | |
| 10/9/2026 | Cadent Capital Advisors LLC | 8,247 | $1.04M | 0.2% | -52.8% | 0.001% | |
| 10/9/2026 | O Keefe Stevens Advisory Inc. | 3,023 | $380K | 0.1% | N/A | 0.000% | |
| 10/9/2026 | McNaughton Wealth Management LLC | 17,513 | $2.20M | 0.8% | -3.1% | 0.001% | |
| 10/9/2026 | Graves Light Lenhart Wealth Inc. | 5,758 | $724K | 0.1% | -26.5% | 0.000% | |
| 10/9/2026 | Inspirion Wealth Advisors LLC | 13,207 | $1.66M | 0.2% | +6.7% | 0.001% | |
| 10/9/2026 | LifeGoal Investments LLC | 2,486 | $312K | 0.1% | N/A | 0.000% | |
| 10/9/2026 | Market Street Wealth Management Advisors LLC | 12,101 | $1.52M | 0.2% | -3.9% | 0.001% | |
| 10/9/2026 | Go Invest LLC | 72,352 | $9.09M | 1.9% | N/A | 0.006% | |
| 10/9/2026 | Lee Kelleher & Klein Wealth Management | 1,664 | $209K | 0.1% | -17.5% | 0.000% | |
| 10/9/2026 | Galvin Gaustad & Stein LLC | 3,009 | $378K | 0.0% | -53.8% | 0.000% | |
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| 10/9/2026 | Dorato Capital Management | 6,791 | $879K | 0.6% | -9.1% | 0.001% | |
| 10/9/2026 | Midwest Financial Partners Investments Inc. | 1,664 | $209K | 0.1% | N/A | 0.000% | |
| 10/8/2026 | Davis Capital Management | 2,643 | $332K | 0.2% | +20.2% | 0.000% | |
| 10/8/2026 | Farther Finance Advisors LLC | 174,513 | $21.93M | 0.2% | +5.5% | 0.014% | |
| 10/8/2026 | Sapient Capital LLC | 4,856 | $610K | 0.0% | -5.5% | 0.000% | |
| 10/8/2026 | CoreCap Advisors LLC | 152,404 | $19.15M | 0.6% | -1.3% | 0.012% | |
| 10/8/2026 | Titleist Asset Management LLC | 119,078 | $14.96M | 1.0% | -8.7% | 0.010% | |
| 10/8/2026 | Apella Capital LLC | 27,971 | $3.62M | 0.0% | -0.3% | 0.002% | |
| 10/8/2026 | Gradient Investments LLC | 4,439 | $558K | 0.0% | -17.1% | 0.000% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 37,909 | $4.76M | 0.1% | -0.5% | 0.003% | |
| 10/8/2026 | Plan A Wealth LLC | 2,787 | $350K | 0.1% | N/A | 0.000% | |
| 10/8/2026 | Toth Financial Advisory Corp | 440 | $55K | 0.0% | -33.2% | 0.000% | |
| 10/8/2026 | Ayalon Insurance Comp Ltd. | 39,168 | $4.92M | 0.4% | +11.4% | 0.003% | |
| 10/8/2026 | Veery Capital LLC | 5,529 | $695K | 0.2% | N/A | 0.000% | |
| 10/7/2026 | Venture Visionary Partners LLC | 20,725 | $2.61M | 0.1% | +2.7% | 0.002% | |
| 10/7/2026 | KFA Private Wealth Group LLC | 2,842 | $357K | 0.1% | N/A | 0.000% | |
| 10/7/2026 | Cooper Financial Group | 8,141 | $1.02M | 0.1% | +122.0% | 0.001% | |
| 10/7/2026 | Echo45 Advisors LLC | 3,198 | $402K | 0.2% | N/A | 0.000% | |
| 10/7/2026 | MFA Wealth Advisors LLC | 9,932 | $1.25M | 0.1% | -6.1% | 0.001% | |
| 10/7/2026 | Kwmg LLC | 191,540 | $24.07M | 1.8% | +1.4% | 0.016% | |
| 10/7/2026 | Crumly & Associates Inc. | 3,172 | $399K | 0.1% | +9.5% | 0.000% | |
| 10/7/2026 | Pathway Financial Advisors LLC | 3,406 | $428K | 0.0% | -85.3% | 0.000% | |
| 10/6/2026 | Bank of New Hampshire | 70,594 | $8.87M | 1.9% | -1.8% | 0.006% | |
| 10/6/2026 | Colton Groome Financial Advisors LLC | 2,628 | $330K | 0.1% | -17.9% | 0.000% | |
| 10/6/2026 | Legacy Private Trust Co. | 1,605 | $202K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | Olistico Wealth LLC | 115,564 | $14.52M | 6.2% | -79.7% | 0.009% | |
| 10/5/2026 | Park National Corp OH | 418,794 | $52.63M | 1.4% | -2.5% | 0.034% | |
| 10/5/2026 | Horizons Wealth Management | 616 | $77K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 11,088 | $1.39M | 0.0% | +29.8% | 0.001% | |
| 10/5/2026 | Eastern Bank | 7,446 | $936K | 0.0% | +4.5% | 0.001% | |
| 10/5/2026 | Collective Family Office LLC | 4,829 | $607K | 0.1% | +2.7% | 0.000% | |
| 10/5/2026 | MassMutual Private Wealth & Trust FSB | 347,000 | $43.61M | 1.1% | -1.3% | 0.028% | |
| 10/2/2026 | Marotta Asset Management | 265,444 | $33.36M | 5.6% | -10.6% | 0.022% | |
| 10/2/2026 | Polaris Financial Partners | 31,781 | $4.01M | 1.9% | N/A | 0.003% | |
| 10/2/2026 | CX Institutional | 4,342 | $546K | 0.0% | -95.3% | 0.000% | |
| 10/2/2026 | Private Client Services LLC | 7,278 | $915K | 0.3% | -47.2% | 0.001% | |
| 9/29/2026 | Greenwich Wealth Management LLC | 3,658 | $437K | 0.0% | +700.4% | 0.000% | |
| 9/23/2026 | QRG Capital Management Inc. | 17,978 | $2.15M | 0.0% | +702.6% | 0.001% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 22,263 | $2.66M | 0.0% | +710.4% | 0.002% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 3,330,327 | $398.04M | 0.1% | +817.3% | 0.272% | |
| 9/22/2026 | State Street Corp | 6,587 | $787K | 0.0% | +458.2% | 0.001% | |
| 9/21/2026 | Silicon Valley Capital Partners | 743,368 | $88.85M | 8.1% | +675.7% | 0.061% | |
| 9/18/2026 | Security National Bank of SO Dak | 19,287 | $2.31M | 1.1% | +700.6% | 0.002% | |
| 9/18/2026 | Security National Bank of Sioux City Iowa IA | 20,976 | $2.51M | 1.0% | +1,023.5% | 0.002% | |
| 9/15/2026 | Anchor Investment Management LLC | 213,636 | $25.53M | 1.8% | +669.7% | 0.017% | |
| 9/15/2026 | Cherry Tree Wealth Management LLC | 1,720 | $206K | 0.0% | +700.0% | 0.000% | |
| 9/14/2026 | Revere Asset Management Inc | 1,688 | $202K | 0.1% | N/A | 0.000% | |
| 9/11/2026 | Smith Chas P & Associates PA Cpas | 5,576 | $666K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | Bouchey Financial Group Ltd. | 106,026 | $12.67M | 0.8% | +689.6% | 0.009% | |
| 9/9/2026 | Miramontes Capital LLC | 14,562 | $1.74M | 0.5% | +717.2% | 0.001% | |
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| 9/9/2026 | The Manufacturers Life Insurance Company | 481,712 | $57.57M | 0.0% | +2,898.5% | 0.039% | |
| 9/9/2026 | Capstone Financial Advisors Inc. | 5,012 | $599K | 0.0% | +705.8% | 0.000% | |
| 9/9/2026 | Tortoise Investment Management LLC | 2,281 | $273K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | Blue Edge Capital LLC | 2,400 | $287K | 0.0% | +631.7% | 0.000% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 66,744 | $7.98M | 0.0% | +508.0% | 0.005% | |
| 9/9/2026 | Cahill Financial Advisors Inc. | 20,036 | $2.40M | 0.2% | +704.0% | 0.002% | |
| 9/9/2026 | LBJ Family Wealth Advisors Ltd. | 2,761 | $322K | 0.2% | +700.3% | 0.000% | |
| 9/9/2026 | IPG Investment Advisors LLC | 6,026 | $720K | 0.1% | +267.9% | 0.000% | |
| 9/9/2026 | MCF Advisors LLC | 5,034 | $602K | 0.0% | +669.7% | 0.000% | |
| 9/9/2026 | Archford Capital Strategies LLC | 32,960 | $3.94M | 0.4% | +700.0% | 0.003% | |