| 10/14/2026 | Salem Investment Counselors Inc. | 4,124 | $1.21M | 0.0% | N/A | 0.006% | |
| 10/14/2026 | Signal Advisors Wealth LLC | 3,962 | $1.16M | 0.1% | +21.8% | 0.006% | |
| 10/14/2026 | Ifrah Financial Services Inc. | 14,133 | $4.13M | 1.0% | N/A | 0.022% | |
| 10/14/2026 | B. Riley Wealth Advisors Inc. | 2,082 | $608K | 0.0% | N/A | 0.003% | |
| 10/14/2026 | Krilogy Financial LLC | 12,266 | $3.66M | 0.1% | N/A | 0.019% | |
| 10/13/2026 | Bouvel Investment Partners LLC | 2,715 | $793K | 0.2% | +1.6% | 0.004% | |
| 10/13/2026 | Asset Allocation & Management Company LLC | 7,329 | $2.14M | 0.7% | N/A | 0.011% | |
| 10/13/2026 | Cooksen Wealth LLC | 8,486 | $2.57M | 1.6% | -1.1% | 0.013% | |
| 10/13/2026 | Grove Street Fiduciary LLC | 1,107 | $323K | 0.1% | N/A | 0.002% | |
| 10/13/2026 | Avior Wealth Management LLC | 214,638 | $62.67M | 1.7% | -70.8% | 0.327% | |
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| 10/10/2026 | Councilor Wealth LLC | 19,753 | $5.77M | 2.4% | -1.5% | 0.030% | |
| 10/10/2026 | RTD Financial Advisors Inc. | 36,126 | $10.55M | 1.2% | -1.2% | 0.055% | |
| 10/10/2026 | Friday Financial | 7,057 | $2.08M | 0.4% | +44.4% | 0.011% | |
| 10/10/2026 | Valley Wealth Managers Inc. | 11,313 | $3.30M | 0.2% | N/A | 0.017% | |
| 10/9/2026 | Sound Income Strategies LLC | 2,906 | $865K | 0.0% | -93.8% | 0.004% | |
| 10/9/2026 | Wedmont Private Capital | 12,730 | $3.79M | 0.1% | -3.3% | 0.019% | |
| 10/9/2026 | Stephens Group Asset Management LLC | 689,650 | $201.45M | 11.5% | +3.5% | 1.051% | |
| 10/9/2026 | WoodTrust Financial Corp | 89,181 | $26.05M | 3.2% | -3.5% | 0.136% | |
| 10/9/2026 | Chapin Davis Inc. | 1,110 | $324K | 0.1% | N/A | 0.002% | |
| 10/9/2026 | Prosperity Planning Inc. | 35,186 | $10.28M | 2.3% | +2.9% | 0.054% | |
| 10/9/2026 | Inspirion Wealth Advisors LLC | 97,518 | $28.49M | 3.2% | -72.1% | 0.149% | |
| 10/9/2026 | Eclectic Associates Inc. ADV | 23,600 | $6.89M | 0.8% | N/A | 0.036% | |
| 10/9/2026 | LifeGoal Investments LLC | 1,055 | $308K | 0.1% | N/A | 0.002% | |
| 10/9/2026 | Lee Kelleher & Klein Wealth Management | 711 | $208K | 0.1% | -10.6% | 0.001% | |
| 10/9/2026 | Acropolis Investment Management LLC | 1,475 | $431K | 0.0% | N/A | 0.002% | |
| 10/8/2026 | Farther Finance Advisors LLC | 189,555 | $55.37M | 0.4% | +11.3% | 0.289% | |
| 10/8/2026 | CoreCap Advisors LLC | 881 | $257K | 0.0% | -6.7% | 0.001% | |
| 10/8/2026 | Atwood & Palmer Inc. | 1,396 | $408K | 0.0% | N/A | 0.002% | |
| 10/8/2026 | Titleist Asset Management LLC | 16,297 | $4.76M | 0.3% | -2.1% | 0.025% | |
| 10/8/2026 | Apella Capital LLC | 728 | $219K | 0.0% | +4.9% | 0.001% | |
| 10/8/2026 | Everhart Financial Group Inc. | 234,303 | $68.44M | 4.2% | +8.4% | 0.357% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 2,066 | $603K | 0.0% | -10.8% | 0.003% | |
| 10/8/2026 | LWM Advisors Inc. | 1,273 | $372K | 0.3% | +4.0% | 0.002% | |
| 10/7/2026 | Venture Visionary Partners LLC | 7,005 | $2.05M | 0.1% | -2.8% | 0.011% | |
| 10/7/2026 | Steph & Co. | 11,646 | $3.40M | 0.8% | N/A | 0.018% | |
| 10/7/2026 | Baring Financial LLC | 17,962 | $5.25M | 2.8% | +2.4% | 0.028% | |
| 10/7/2026 | Bath Savings Trust Co | 1,136 | $332K | 0.0% | N/A | 0.002% | |
| 10/7/2026 | Wealth Enhancement Trust Services Inc. | 13,687 | $4.00M | 0.4% | -28.9% | 0.021% | |
| 10/7/2026 | Kwmg LLC | 156,923 | $45.84M | 3.4% | -56.8% | 0.242% | |
| 10/7/2026 | Waller Financial Planning Group Inc. | 2,956 | $864K | 0.2% | -2.3% | 0.005% | |
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| 10/6/2026 | Juncture Wealth Strategies LLC | 11,968 | $3.50M | 0.9% | -0.5% | 0.018% | |
| 10/6/2026 | Bangor Savings Bank | 300 | $88K | 0.0% | N/A | 0.000% | |
| 10/6/2026 | Moody National Bank Trust Division | 12,029 | $3.51M | 0.3% | N/A | 0.019% | |
| 10/6/2026 | Bank of New Hampshire | 145 | $42K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | Ridgewood Investments LLC | 2,309 | $674K | 0.2% | -2.4% | 0.004% | |
| 10/5/2026 | Gladwyn Financial Advisors Inc. | 39,723 | $11.60M | 7.5% | -0.1% | 0.061% | |
| 10/5/2026 | Horizons Wealth Management | 204 | $60K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | Eastern Bank | 151 | $44K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | FC Advisory LLC | 5,265 | $1.54M | 0.4% | +5.9% | 0.008% | |
| 10/5/2026 | Collective Family Office LLC | 3,602 | $1.05M | 0.2% | +1.4% | 0.006% | |
| 10/5/2026 | MassMutual Private Wealth & Trust FSB | 23,591 | $6.89M | 0.2% | -77.1% | 0.036% | |
| 9/23/2026 | QRG Capital Management Inc. | 1,457 | $446K | 0.0% | N/A | 0.002% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 3,060 | $937K | 0.0% | +121.4% | 0.005% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 20,272 | $6.21M | 0.0% | +61.6% | 0.031% | |
| 8/27/2026 | Corient Private Wealth LP | 79,432 | $24.33M | 0.0% | -1.1% | 0.122% | |
| 8/23/2026 | Washington Trust Advisors Inc. | 7,011 | $2.15M | 0.2% | +2.3% | 0.011% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 5,681 | $1.74M | 0.0% | -66.3% | 0.009% | |
| 8/23/2026 | Wedmont Private Capital | 13,161 | $3.98M | 0.1% | +1.6% | 0.020% | |
| 8/23/2026 | Kintra Wealth LLC | 9,451 | $2.96M | 0.2% | -35.6% | 0.015% | |
| 8/23/2026 | Operose Advisors LLC | 23,535 | $7.21M | 1.4% | -16.5% | 0.036% | |
| 8/23/2026 | Unique Wealth LLC | 1,260 | $386K | 0.0% | +8.2% | 0.002% | |
| 8/22/2026 | Blalock Williams LLC | 1,067 | $327K | 0.2% | -3.6% | 0.002% | |
| 8/22/2026 | Legacy Wealth Managment LLC ID | 1,002 | $307K | 0.1% | +3.7% | 0.002% | |
| 8/22/2026 | LifePlan Investment Advisors Inc. | 14,701 | $4.50M | 1.5% | -1.2% | 0.023% | |
| 8/22/2026 | NWF Advisory Services Inc. | 1,055 | $323K | 0.0% | -8.7% | 0.002% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 28,667 | $8.78M | 0.1% | +14.8% | 0.044% | |
| 8/21/2026 | High Net Worth Advisory Group LLC | 3,472 | $1.06M | 0.2% | -33.3% | 0.005% | |
| 8/21/2026 | Lowery Thomas LLC | 7,445 | $2.28M | 1.1% | +0.6% | 0.011% | |
| 8/21/2026 | Greenspring Advisors LLC | 1,027 | $315K | 0.0% | -26.2% | 0.002% | |
| 8/21/2026 | Rodgers & Associates LTD | 106,123 | $32.51M | 2.4% | -0.1% | 0.163% | |
| 8/21/2026 | Beacon Financial Advisory LLC | 942 | $288K | 0.1% | -22.0% | 0.001% | |
| 8/21/2026 | Tsfg LLC | 7,515 | $2.30M | 0.3% | -4.6% | 0.012% | |
| 8/20/2026 | Avant Capital LLC | 15,273 | $4.68M | 3.0% | N/A | 0.024% | |
| 8/20/2026 | First PREMIER Bank | 9,506 | $2.81M | 0.4% | +36.0% | 0.015% | |
| 8/20/2026 | Nwam LLC | 27,003 | $8.27M | 0.4% | +45.1% | 0.042% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 1,716 | $526K | 0.0% | -12.7% | 0.003% | |
| 8/20/2026 | Orgel Wealth Management LLC | 216,318 | $66.26M | 1.3% | -1.3% | 0.333% | |
| 8/20/2026 | JNBA Financial Advisors | 25,730 | $7.88M | 0.4% | +610.2% | 0.040% | |
| 8/20/2026 | Strategic Advisors LLC | 2,110 | $646K | 0.1% | N/A | 0.003% | |
| 8/20/2026 | BTG Pactual Asset Management US LLC | 39,582 | $12.12M | 0.7% | N/A | 0.061% | |
| 8/20/2026 | Oarsman Capital Inc. | 4,709 | $1.44M | 0.1% | N/A | 0.007% | |
| 8/20/2026 | ICONIQ Capital LLC | 5,274 | $1.62M | 0.0% | +186.5% | 0.008% | |
| 8/20/2026 | Headlands Technologies LLC | 7,429 | $2.28M | 0.2% | N/A | 0.011% | |
| 8/19/2026 | Wellington Management Group LLP | 176,688 | $54.12M | 0.0% | N/A | 0.272% | |
| 8/12/2026 | C M Bidwell & Associates Ltd. | 106 | $32K | 0.0% | N/A | 0.000% | |
| 7/10/2026 | Abound Wealth Management | 147 | $45K | 0.0% | -23.0% | 0.000% | |
| 7/10/2026 | Accel Wealth Management | 4,763 | $1.46M | 0.3% | +12.7% | 0.007% | |
| 7/10/2026 | William Mack & Associates Inc. | 966 | $296K | 0.1% | N/A | 0.001% | |
| 7/10/2026 | HRC Wealth Management LLC | 63,909 | $19.58M | 8.0% | +0.1% | 0.098% | |
| 7/10/2026 | Ocean Park Asset Management LLC | 2,272 | $696K | 0.0% | N/A | 0.003% | |
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| 7/10/2026 | City Holding Co. | 6,132 | $1.88M | 0.2% | -1.9% | 0.009% | |
| 7/10/2026 | Prosperity Planning Inc. | 34,198 | $10.48M | 2.4% | +2.5% | 0.053% | |
| 7/10/2026 | FC Advisory LLC | 4,973 | $1.52M | 0.4% | -3.0% | 0.008% | |
| 7/10/2026 | Fulton Bank N.A. | 704 | $216K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 14,561 | $4.46M | 0.1% | +5.2% | 0.022% | |
| 7/10/2026 | Warner Financial Inc. | 5,014 | $1.54M | 0.5% | +1.5% | 0.008% | |
| 7/9/2026 | Revolve Wealth Partners LLC | 2,940 | $900K | 0.1% | -1.5% | 0.005% | |
| 7/9/2026 | Friday Financial | 4,887 | $1.47M | 0.4% | +10.3% | 0.008% | |
| 7/9/2026 | Sapient Capital LLC | 3,599 | $1.10M | 0.0% | +3.0% | 0.006% | |
| 7/9/2026 | Shira Ridge Wealth Management | 4,232 | $1.30M | 0.5% | -13.4% | 0.007% | |