| 6/22/2026 | Sapient Capital LLC | 11,995 | $3.59M | 0.1% | +0.9% | 0.008% | |
| 6/18/2026 | Western Wealth Management LLC | 2,956 | $883K | 0.0% | +1.5% | 0.002% | |
| 6/16/2026 | Empowered Funds LLC | 2,089 | $624K | 0.0% | -44.3% | 0.001% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 4,348 | $1.30M | 0.1% | -3.3% | 0.003% | |
| 6/3/2026 | Wealthquest Corp | 1,240,667 | $370.77M | 26.2% | +5.3% | 0.813% | |
| 6/3/2026 | DBK Financial Counsel LLC | 5,914 | $1.77M | 1.3% | -1.7% | 0.004% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 1,492 | $446K | 0.4% | N/A | 0.001% | |
| 6/3/2026 | Parallel Advisors LLC | 211,550 | $63.22M | 1.1% | -2.0% | 0.139% | |
| 6/3/2026 | NewEdge Advisors LLC | 79,745 | $23.83M | 0.1% | -18.5% | 0.052% | |
| 5/29/2026 | Asset Dedication LLC | 966 | $289K | 0.0% | -5.6% | 0.001% | |
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| 5/28/2026 | Maripau Wealth Management LLC | 1,032 | $308K | 0.1% | N/A | 0.001% | |
| 5/22/2026 | WNY Asset Management LLC | 1,183 | $354K | 0.0% | N/A | 0.001% | |
| 5/22/2026 | Wellington Grp LLC | 1,434 | $429K | 0.1% | -25.6% | 0.001% | |
| 5/19/2026 | Front Row Advisors LLC | 633 | $189K | 0.1% | -9.1% | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 2,956 | $883K | 0.0% | +1.5% | 0.002% | |
| 5/19/2026 | McIlrath & Eck LLC | 131,938 | $39.43M | 2.9% | +5.7% | 0.086% | |
| 5/19/2026 | Royal Fund Management LLC | 12,124 | $3.63M | 0.3% | +3.8% | 0.008% | |
| 5/19/2026 | NewEdge Advisors LLC | 58,733 | $17.55M | 0.3% | -40.0% | 0.038% | |
| 5/19/2026 | Bank of America Corp DE | 2,689,576 | $803.78M | 0.1% | -3.5% | 1.762% | |
| 5/19/2026 | Financial Insights Inc. | 12,284 | $3.67M | 1.2% | -0.7% | 0.008% | |
| 5/18/2026 | Resources Management Corp CT ADV | 258 | $77K | 0.0% | +22.9% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 792,998 | $236.99M | 0.0% | -2.6% | 0.520% | |
| 5/18/2026 | Empowered Funds LLC | 2,089 | $624K | 0.0% | -44.3% | 0.001% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 16,806 | $5.02M | 1.9% | -7.1% | 0.011% | |
| 5/16/2026 | Quantinno Capital Management LP | 117,038 | $34.98M | 0.1% | +0.4% | 0.077% | |
| 5/16/2026 | Lazard Asset Management LLC | 112 | $33K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,422 | $1.92M | 0.1% | +415.4% | 0.004% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 4,136 | $1.24M | 0.1% | -16.8% | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 7,915 | $2.37M | 0.0% | -0.6% | 0.005% | |
| 5/15/2026 | St. Louis Trust Co | 64,112 | $19.16M | 2.2% | -1.7% | 0.042% | |
| 5/14/2026 | Renaissance Technologies LLC | 3,520 | $1.05M | 0.0% | -50.0% | 0.002% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 2,000 | $598K | 0.1% | +49.5% | 0.001% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 810 | $242K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Compound Planning Inc. | 18,288 | $5.47M | 0.2% | -1.1% | 0.012% | |
| 5/14/2026 | Modern Wealth Management LLC | 81,967 | $24.67M | 0.4% | -6.6% | 0.054% | |
| 5/14/2026 | Sei Investments Co. | 7,314 | $2.19M | 0.0% | +2.8% | 0.005% | |
| 5/14/2026 | Lido Advisors LLC | 194,297 | $58.07M | 0.2% | +2.1% | 0.127% | |
| 5/13/2026 | Cetera Investment Advisers | 392,369 | $117.26M | 0.1% | -0.5% | 0.257% | |
| 5/13/2026 | American Investment Services Inc. | 5,912 | $1.77M | 0.4% | +1.5% | 0.004% | |
| 5/13/2026 | Sachem Hill LLC | 896 | $268K | 0.1% | -11.2% | 0.001% | |
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| 5/13/2026 | NewEdge Wealth LLC | 78,036 | $23.32M | 0.3% | -16.6% | 0.051% | |
| 5/13/2026 | WealthCollab LLC | 4,475 | $1.34M | 0.6% | -5.0% | 0.003% | |
| 5/13/2026 | Daner Wealth Management LLC | 42,618 | $12.74M | 6.7% | -1.0% | 0.028% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 48,276 | $14.43M | 0.4% | -0.3% | 0.032% | |
| 5/12/2026 | Fortis Capital Management LLC | 5,256 | $1.57M | 0.2% | +26.7% | 0.003% | |
| 5/12/2026 | CacheTech Inc. | 26,378 | $7.88M | 1.5% | +97.6% | 0.017% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 2,102,746 | $628.41M | 0.4% | -0.2% | 1.378% | |
| 5/8/2026 | Mathes Company Inc. | 8,461 | $2.53M | 0.9% | -22.8% | 0.006% | |
| 5/8/2026 | Burling Wealth Partners LLC | 7,316 | $2.19M | 0.4% | +114.5% | 0.005% | |
| 5/8/2026 | Stone Loft Wealth Management LLC | 1,164 | $348K | 0.2% | N/A | 0.001% | |
| 5/8/2026 | Glenview Trust Co | 24,392 | $7.29M | 0.1% | -1.0% | 0.016% | |
| 5/8/2026 | DUTCH ASSET Corp | 804 | $240K | 0.2% | -82.2% | 0.001% | |
| 5/8/2026 | Madison Asset Management LLC | 50,009 | $14.95M | 0.2% | +0.5% | 0.033% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 6,459 | $1.93M | 0.0% | -2.8% | 0.004% | |
| 5/8/2026 | JMG Financial Group Ltd. | 147,066 | $43.95M | 1.2% | -0.3% | 0.096% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 38,602 | $11.54M | 1.8% | +0.5% | 0.025% | |
| 5/7/2026 | Wells Financial Advisors INC | 2,770 | $828K | 3.8% | -45.2% | 0.002% | |
| 5/7/2026 | Human Investing LLC | 23,192 | $6.93M | 1.0% | +13.2% | 0.015% | |
| 5/7/2026 | Parallel Advisors LLC | 211,550 | $63.22M | 1.1% | -2.0% | 0.139% | |
| 5/7/2026 | Eaton Cambridge Inc. | 1,760 | $526K | 0.2% | +130.4% | 0.001% | |
| 5/7/2026 | Next Capital Management LLC | 5,376 | $1.61M | 0.5% | +19.2% | 0.004% | |
| 5/7/2026 | True North Advisors LLC | 2,029 | $606K | 0.1% | -45.6% | 0.001% | |
| 5/7/2026 | WealthTrust Asset Management LLC | 3,427 | $1.02M | 0.6% | -0.9% | 0.002% | |
| 5/6/2026 | IMA Advisory Services Inc. | 264,311 | $78.80M | 7.7% | +0.6% | 0.173% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 1,352 | $404K | 0.1% | -15.4% | 0.001% | |
| 5/6/2026 | Simon Quick Advisors LLC | 15,926 | $4.76M | 0.2% | -14.8% | 0.010% | |
| 5/6/2026 | Kera Capital Partners Inc. | 825 | $247K | 0.0% | +4.8% | 0.001% | |
| 5/6/2026 | SK Wealth Management LLC | 1,091 | $330K | 0.1% | -4.0% | 0.001% | |
| 5/6/2026 | Modera Wealth Management LLC | 21,488 | $6.42M | 0.1% | -3.9% | 0.014% | |
| 5/6/2026 | Advisortrust Partners LLC | 478 | $143K | 0.1% | -80.2% | 0.000% | |
| 5/6/2026 | Astra Wealth Partners LLC | 9,641 | $2.88M | 1.7% | -2.9% | 0.006% | |
| 5/6/2026 | Assetmark Inc. | 44,189 | $13.21M | 0.0% | +82.9% | 0.029% | |
| 5/6/2026 | Prospect Financial Group LLC | 1,029 | $308K | 0.3% | -7.2% | 0.001% | |
| 5/6/2026 | Main Street Group LTD | 779 | $233K | 0.1% | -14.7% | 0.001% | |
| 5/6/2026 | Bessemer Group Inc. | 9,218 | $2.76M | 0.0% | -2.2% | 0.006% | |
| 5/6/2026 | Independent Financial Group LLC | 7,748 | $2.32M | 0.1% | N/A | 0.005% | |
| 5/6/2026 | Dahring Cusmano LLC | 10,527 | $3.15M | 1.9% | -5.2% | 0.007% | |
| 5/5/2026 | Golden Bell Financial Planning LLC | 3,316 | $991K | 0.8% | -0.9% | 0.002% | |
| 5/5/2026 | Noesis Capital Mangement Corp | 1,271 | $380K | 0.1% | +72.5% | 0.001% | |
| 5/5/2026 | Wealthfront Advisers LLC | 738,555 | $220.72M | 0.5% | +2.9% | 0.484% | |
| 5/5/2026 | D.A. Davidson & CO. | 45,539 | $13.61M | 0.1% | +1.2% | 0.030% | |
| 5/5/2026 | Bank of New York Mellon Corp | 39,899 | $11.92M | 0.0% | -13.0% | 0.026% | |
| 5/5/2026 | Ethos Financial Group LLC | 2,000 | $598K | 0.0% | -68.2% | 0.001% | |
| 5/5/2026 | Fusion Family Wealth LLC | 43,081 | $12.88M | 1.0% | -0.5% | 0.028% | |
| 5/5/2026 | Sanctuary Advisors LLC | 22,254 | $6.65M | 0.0% | -0.9% | 0.015% | |
| 5/5/2026 | Sigma Planning Corp | 4,055 | $1.21M | 0.0% | -7.6% | 0.003% | |
| 5/5/2026 | Nwam LLC | 29,007 | $8.67M | 0.5% | -2.0% | 0.019% | |
| 5/4/2026 | Riverpoint Wealth Management Holdings LLC | 50,232 | $15.01M | 3.2% | -0.2% | 0.033% | |
| 5/4/2026 | Calamos Advisors LLC | 1,023 | $306K | 0.0% | N/A | 0.001% | |
| 5/4/2026 | AMG National Trust Bank | 9,259 | $2.77M | 0.1% | +3.4% | 0.006% | |
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| 5/4/2026 | Retirement Planning Group LLC | 7,416 | $2.22M | 0.1% | N/A | 0.005% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 55,294 | $16.53M | 0.3% | +3.8% | 0.036% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 753 | $225K | 0.0% | N/A | 0.000% | |
| 5/4/2026 | Integrity Wealth Solutions LLC | 1,189 | $355K | 0.1% | -13.4% | 0.001% | |
| 5/4/2026 | Bleakley Financial Group LLC | 529,356 | $158.20M | 2.5% | +4.1% | 0.347% | |
| 5/4/2026 | Sfam LLC | 86,382 | $25.82M | 23.9% | -0.3% | 0.057% | |
| 5/4/2026 | Uptick Partners LLC | 7,439 | $2.22M | 0.4% | -14.7% | 0.005% | |
| 5/4/2026 | Lifeworks Advisors LLC | 9,017 | $2.70M | 0.3% | -18.1% | 0.006% | |
| 5/2/2026 | Anchor Investment Management LLC | 100 | $30K | 0.0% | -42.5% | 0.000% | |
| 5/2/2026 | Diversify Wealth Management LLC | 3,227 | $1.06M | 0.0% | +45.4% | 0.002% | |