| 10/14/2026 | Luminvest Wealth Management LLC | 36,557 | $8.49M | 2.3% | -12.3% | 0.028% | |
| 10/14/2026 | SC&H Financial Advisors Inc. | 4,140 | $959K | 0.1% | -3.4% | 0.003% | |
| 10/14/2026 | Tenon Financial LLC | 288,809 | $66.90M | 20.3% | +5.6% | 0.222% | |
| 10/14/2026 | Baker Ellis Asset Management LLC | 18,274 | $4.23M | 0.5% | N/A | 0.014% | |
| 10/14/2026 | Investment Planning Advisors Inc. | 131,351 | $30.43M | 6.8% | +4.4% | 0.101% | |
| 10/14/2026 | Focus Financial Network Inc. | 3,904 | $904K | 0.0% | +4.9% | 0.003% | |
| 10/14/2026 | XY Planning Network Inc. | 1,232 | $285K | 0.0% | +14.9% | 0.001% | |
| 10/14/2026 | Wetzel Investment Advisors Inc. | 20,176 | $4.67M | 1.6% | -1.7% | 0.015% | |
| 10/14/2026 | B. Riley Wealth Advisors Inc. | 6,669 | $1.55M | 0.1% | N/A | 0.005% | |
| 10/13/2026 | Forvis Mazars Wealth Advisors LLC | 1,340 | $310K | 0.0% | N/A | 0.001% | |
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| 10/13/2026 | Downshift Financial LLC | 1,648 | $382K | 0.2% | -5.0% | 0.001% | |
| 10/13/2026 | Sage Capital Advisors llc | 3,604 | $835K | 0.1% | +2.9% | 0.003% | |
| 10/13/2026 | Compass Financial Group INC SD | 32,515 | $7.53M | 0.8% | -6.6% | 0.025% | |
| 10/13/2026 | Sax Wealth Advisors LLC | 1,735 | $402K | 0.0% | +32.2% | 0.001% | |
| 10/13/2026 | Fragasso Financial Advisors Inc | 23,769 | $5.59M | 0.3% | -16.8% | 0.018% | |
| 10/13/2026 | Fermata Advisors LLC | 3,409 | $790K | 0.2% | N/A | 0.003% | |
| 10/13/2026 | Avior Wealth Management LLC | 1,265 | $293K | 0.0% | -99.9% | 0.001% | |
| 10/10/2026 | Armstrong Advisory Group Inc. | 16,394 | $3.80M | 0.2% | -6.0% | 0.013% | |
| 10/10/2026 | Harpswell Capital Advisors LLC | 3,011 | $697K | 0.5% | +1.9% | 0.002% | |
| 10/9/2026 | Mirador Capital Partners LP | 1,380 | $320K | 0.0% | -6.7% | 0.001% | |
| 10/9/2026 | Capital Advisors Wealth Management LLC | 5,503 | $1.28M | 0.1% | +13.7% | 0.004% | |
| 10/9/2026 | Balefire LLC | 1,479 | $343K | 0.1% | -3.1% | 0.001% | |
| 10/9/2026 | Castle Rock Wealth Management LLC | 1,398 | $332K | 0.1% | -8.1% | 0.001% | |
| 10/9/2026 | Successful Portfolios LLC | 8,396 | $1.99M | 0.9% | +4.2% | 0.006% | |
| 10/9/2026 | Cypress Financial Planning LLC | 121,883 | $28.23M | 7.7% | +1.0% | 0.094% | |
| 10/9/2026 | Vilga Financial Planning LLC | 937 | $217K | 0.1% | N/A | 0.001% | |
| 10/9/2026 | Inspirion Wealth Advisors LLC | 1,350 | $313K | 0.0% | -96.0% | 0.001% | |
| 10/9/2026 | ACT Wealth Management LLC | 204,800 | $47.44M | 14.1% | -3.7% | 0.157% | |
| 10/9/2026 | Pacifica Partners Inc. | 118 | $28K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | Emergent Wealth Advisors LLC | 8,963 | $2.08M | 1.1% | -10.4% | 0.007% | |
| 10/9/2026 | Acropolis Investment Management LLC | 596 | $138K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | First Heartland Consultants Inc. | 3,686 | $854K | 0.1% | N/A | 0.003% | |
| 10/9/2026 | GAMMA Investing LLC | 1,474 | $341K | 0.0% | +9.1% | 0.001% | |
| 10/8/2026 | Farther Finance Advisors LLC | 26,163 | $6.06M | 0.0% | -0.3% | 0.020% | |
| 10/8/2026 | Sapient Capital LLC | 4,107 | $951K | 0.0% | +11.5% | 0.003% | |
| 10/8/2026 | Brighton Securities CORP. | 71,671 | $16.60M | 6.9% | -53.9% | 0.055% | |
| 10/8/2026 | CoreCap Advisors LLC | 1,478 | $343K | 0.0% | +25.3% | 0.001% | |
| 10/8/2026 | Apella Capital LLC | 6,494 | $1.52M | 0.0% | +0.9% | 0.005% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 5,779 | $1.34M | 0.0% | N/A | 0.004% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 864 | $200K | 0.0% | N/A | 0.001% | |
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| 10/7/2026 | Retirement Wealth Solutions LLC | 15,209 | $3.52M | 1.9% | -0.7% | 0.012% | |
| 10/7/2026 | Canandaigua National Trust Co of Florida | 3,997 | $926K | 0.5% | N/A | 0.003% | |
| 10/7/2026 | Bath Savings Trust Co | 992 | $230K | 0.0% | N/A | 0.001% | |
| 10/7/2026 | Boston Standard Wealth Management LLC | 36,871 | $8.54M | 1.2% | +1.3% | 0.028% | |
| 10/7/2026 | Rhodes Investment Advisors Inc. ADV | 1,550 | $359K | 0.3% | N/A | 0.001% | |
| 10/7/2026 | Echo45 Advisors LLC | 28,319 | $6.56M | 3.0% | -0.3% | 0.022% | |
| 10/7/2026 | Wealth Group Ltd | 16,938 | $3.99M | 0.7% | -2.6% | 0.013% | |
| 10/7/2026 | SigFig Wealth Management LLC | 24,690 | $5.72M | 0.1% | +0.4% | 0.019% | |
| 10/7/2026 | American National Bank & Trust | 276 | $64K | 0.0% | N/A | 0.000% | |
| 10/6/2026 | Bangor Savings Bank | 222 | $51K | 0.0% | N/A | 0.000% | |
| 10/6/2026 | Moody National Bank Trust Division | 167,703 | $38.85M | 2.9% | N/A | 0.129% | |
| 10/6/2026 | Legacy Private Trust Co. | 161,577 | $37.43M | 2.0% | N/A | 0.124% | |
| 10/5/2026 | Park National Corp OH | 57,132 | $13.23M | 0.4% | N/A | 0.044% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 997 | $231K | 0.0% | N/A | 0.001% | |
| 10/5/2026 | Eastern Bank | 5,584 | $1.29M | 0.0% | N/A | 0.004% | |
| 10/5/2026 | FC Advisory LLC | 135,258 | $31.33M | 8.2% | +0.8% | 0.104% | |
| 10/5/2026 | MassMutual Private Wealth & Trust FSB | 1,286 | $298K | 0.0% | N/A | 0.001% | |
| 10/2/2026 | CX Institutional | 422 | $98K | 0.0% | N/A | 0.000% | |
| 10/2/2026 | Planning Strategies Inc. | 286 | $66K | 0.0% | +107.2% | 0.000% | |
| 10/1/2026 | Montecito Bank & Trust | 2,912 | $675K | 0.1% | N/A | 0.002% | |
| 10/1/2026 | Coastline Trust Co | 3,939 | $912K | 0.1% | N/A | 0.003% | |
| 9/25/2026 | Atomic Invest LLC | 478 | $117K | 0.0% | -27.4% | 0.000% | |
| 9/23/2026 | QRG Capital Management Inc. | 3,448 | $849K | 0.0% | +77.5% | 0.003% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 84,670 | $20.85M | 0.1% | -0.3% | 0.065% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 4,451,442 | $1.10B | 0.2% | +4.9% | 3.423% | |
| 9/9/2026 | The Manufacturers Life Insurance Company | 75,162 | $18.47M | 0.0% | +13.9% | 0.059% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 4,056 | $999K | 0.0% | +24.8% | 0.003% | |
| 9/9/2026 | Tidal Investments LLC | 8,556 | $2.11M | 0.0% | -26.1% | 0.007% | |
| 9/9/2026 | MCF Advisors LLC | 5,914 | $1.46M | 0.1% | -0.8% | 0.005% | |
| 9/9/2026 | NorthRock Partners LLC | 20,984 | $5.17M | 0.1% | -0.5% | 0.016% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 40,860 | $10.06M | 0.1% | +728.8% | 0.032% | |
| 9/9/2026 | RFG Advisory LLC | 6,769 | $1.67M | 0.0% | -14.6% | 0.005% | |
| 9/9/2026 | NewEdge Advisors LLC | 117,214 | $28.86M | 0.1% | +42.7% | 0.091% | |
| 9/9/2026 | IFP Advisors Inc | 29,079 | $7.16M | 0.1% | +5.7% | 0.023% | |
| 9/9/2026 | Roble Belko & Company Inc | 4,905 | $1.21M | 0.1% | -3.5% | 0.004% | |
| 9/9/2026 | Baird Financial Group Inc. | 46,399 | $11.42M | 0.0% | -5.0% | 0.036% | |
| 9/9/2026 | XY Planning Network Inc. | 1,072 | $264K | 0.0% | N/A | 0.001% | |
| 9/8/2026 | Allworth Financial LP | 40,749 | $10.03M | 0.0% | -0.9% | 0.032% | |
| 9/8/2026 | Waverly Advisors LLC | 22,105 | $5.44M | 0.0% | +39.7% | 0.017% | |
| 9/2/2026 | Range Advisory LLC | 5,421 | $1.34M | 0.2% | +15.3% | 0.004% | |
| 8/27/2026 | Corient Private Wealth LP | 59,905 | $14.75M | 0.0% | +64.8% | 0.047% | |
| 8/26/2026 | HORAN Wealth LLC | 1,907 | $470K | 0.1% | -41.0% | 0.001% | |
| 8/23/2026 | Atlantic Private Wealth LLC | 28,524 | $7.02M | 4.2% | +1.4% | 0.022% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 17,281 | $4.26M | 0.1% | -23.2% | 0.013% | |
| 8/23/2026 | Trevian Wealth Management LLC | 38,153 | $9.39M | 4.0% | +15.8% | 0.030% | |
| 8/23/2026 | Wedmont Private Capital | 33,978 | $8.20M | 0.2% | +3.1% | 0.026% | |
| 8/23/2026 | Kintra Wealth LLC | 33,008 | $8.25M | 0.4% | +1.6% | 0.026% | |
| 8/23/2026 | Echo45 Advisors LLC | 28,401 | $6.99M | 3.6% | -0.8% | 0.022% | |
| 8/23/2026 | Operose Advisors LLC | 116 | $28K | 0.0% | N/A | 0.000% | |
| 8/23/2026 | Hutchens & Kramer Investment Management Group LLC | 3,056 | $752K | 0.2% | -2.8% | 0.002% | |
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| 8/22/2026 | Compass Financial Management LLC | 440 | $108K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | NI Acquisitions Company LLC | 636 | $157K | 0.1% | N/A | 0.000% | |
| 8/22/2026 | Markowski Investments | 2,391 | $589K | 0.1% | N/A | 0.002% | |
| 8/22/2026 | Timbuktu Capital Management LLC | 343 | $84K | 0.1% | N/A | 0.000% | |
| 8/22/2026 | Jim Saulnier & Associates LLC | 2,273 | $560K | 0.3% | N/A | 0.002% | |
| 8/22/2026 | Vested Financial Planning LLC | 19,722 | $4.86M | 3.3% | +1.2% | 0.015% | |
| 8/22/2026 | Retirement Wealth Solutions LLC | 15,317 | $3.77M | 2.1% | -4.1% | 0.012% | |
| 8/22/2026 | Investor s Fiduciary Advisor Network LLC | 1,816 | $447K | 0.2% | +4.7% | 0.001% | |
| 8/22/2026 | Rik Saylor Financial Inc. | 3,756 | $925K | 0.6% | -2.8% | 0.003% | |
| 8/22/2026 | NWF Advisory Services Inc. | 1,714 | $422K | 0.0% | +5.2% | 0.001% | |