| 9 Jul 2026 | Barry Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 18.74K | $5.42M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Pettinga Financial Advisors LLC | Institutional manager | 30 Jun 2026 | 49.28K | $14.26M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Fluent Financial, LLC | Institutional manager | 30 Jun 2026 | 2.38K | $689.83K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Affiance Financial, LLC | Institutional manager | 30 Jun 2026 | 35.29K | $10.21M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | A&I FINANCIAL SERVICES, LLC | Institutional manager | 30 Jun 2026 | 14.84K | $4.29M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Towerpoint Wealth, LLC | Institutional manager | 30 Jun 2026 | 15.43K | $4.46M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Lantz Financial LLC | Institutional manager | 30 Jun 2026 | 34.80K | $10.07M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Ferguson Shapiro LLC | Institutional manager | 30 Jun 2026 | 16.62K | $4.81M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Lineweaver Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 93.09K | $26.94M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Bay Rivers Group | Institutional manager | 30 Jun 2026 | 64.45K | $18.65M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Pacific Capital Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 16.71K | $4.84M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Revolve Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 71.40K | $20.66M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Financial Advisory Corp | Institutional manager | 30 Jun 2026 | 7.88K | $2.28M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Baron Financial Group, LLC | Institutional manager | 30 Jun 2026 | 5.99K | $1.73M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Veery Capital, LLC | Institutional manager | 30 Jun 2026 | 12.89K | $3.73M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Legacy Wealth Asset Management, LLC | Institutional manager | 30 Jun 2026 | 18.99K | $5.49M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Everhart Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 197.09K | $57.03M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Key Client Fiduciary Advisors, LLC | Institutional manager | 30 Jun 2026 | 45.44K | $13.15M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Kraft, Davis & Associates, LLC | Institutional manager | 30 Jun 2026 | 5.11K | $1.48M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Aletheian Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 17.12K | $4.95M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | CYPRESS FINANCIAL PLANNING LLC | Institutional manager | 30 Jun 2026 | 10.52K | $3.05M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Centurion Wealth Management LLC | Institutional manager | 30 Jun 2026 | 37.70K | $10.91M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | HF Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 10.53K | $3.05M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Arista Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 71.54K | $20.70M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Whitaker-Myers Wealth Managers, LTD. | Institutional manager | 30 Jun 2026 | 10.29K | $2.98M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | SAPIENT CAPITAL LLC | Institutional manager | 30 Jun 2026 | 1.16M | $334.42M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Tactive Advisors, LLC | Institutional manager | 30 Jun 2026 | 26.56K | $7.69M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | JBR Co Financial Management Inc | Institutional manager | 30 Jun 2026 | 31.00K | $8.97M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | VISTA INVESTMENT PARTNERS LLC | Institutional manager | 30 Jun 2026 | 48.82K | $14.13M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | FFG Partners, LLC | Institutional manager | 30 Jun 2026 | 820.00 | $237.28K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Fortitude Financial, LLC | Institutional manager | 30 Jun 2026 | 1.45K | $418.13K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Infinity Wealth Counsel, LLC | Institutional manager | 30 Jun 2026 | 2.88K | $833.36K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | LWM ADVISORS INC | Institutional manager | 30 Jun 2026 | 3.95K | $1.14M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Vilga Financial Planning LLC | Institutional manager | 30 Jun 2026 | 13.24K | $3.83M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Steadtrust LLC | Institutional manager | 30 Jun 2026 | 26.58K | $7.69M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Finivi Inc. | Institutional manager | 30 Jun 2026 | 22.22K | $6.43M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | GLP Holdings LLLP | Institutional manager | 30 Jun 2026 | 367.56K | $106.36M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Winter & Associates, Inc. | Institutional manager | 30 Jun 2026 | 18.98K | $5.49M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Yanni & Associates Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.95K | $563.96K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | DiPaolo Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 5.16K | $1.49M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Vertrix Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 31.11K | $9.00M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Roan Capital Partners | Institutional manager | 30 Jun 2026 | 3.07K | $889.49K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | ARS Investment Partners, LLC | Institutional manager | 30 Jun 2026 | 333.91K | $96.62M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Community Financial Services Group, LLC | Institutional manager | 30 Jun 2026 | 102.24K | $29.58M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Fulton Bank, N.A. | Institutional manager | 30 Jun 2026 | 270.03K | $78.14M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | FRANKLIN STREET ADVISORS INC /NC | Institutional manager | 30 Jun 2026 | 403.46K | $116.74M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | Institutional manager | 30 Jun 2026 | 2.80M | $810.21M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | LVM CAPITAL MANAGEMENT LTD/MI | Institutional manager | 30 Jun 2026 | 364.45K | $105.46M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | JACOBS & CO/CA | Institutional manager | 30 Jun 2026 | 234.07K | $67.73M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Town & Country Bank & Trust CO dba First Bankers Trust CO | Institutional manager | 30 Jun 2026 | 30.26K | $8.76M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Marquette Asset Management, LLC | Institutional manager | 30 Jun 2026 | 7.96K | $2.30M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | WEALTHCARE CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 7.62K | $2.20M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Redhawk Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 55.24K | $15.99M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | New England Research & Management, Inc. | Institutional manager | 30 Jun 2026 | 41.64K | $12.05M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | SMI Advisory Services, LLC | Institutional manager | 30 Jun 2026 | 739.00 | $213.84K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Fragasso Financial Advisors Inc | Institutional manager | 30 Jun 2026 | 259.89K | $75.20M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Sharkey, Howes & Javer | Institutional manager | 30 Jun 2026 | 4.71K | $1.36M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | CMH Wealth Management LLC | Institutional manager | 30 Jun 2026 | 87.19K | $25.23M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Freestate Advisors LLC | Institutional manager | 30 Jun 2026 | 4.40K | $1.27M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Oliver Luxxe Assets LLC | Institutional manager | 30 Jun 2026 | 8.66K | $2.50M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Wealthcare Advisory Partners LLC | Institutional manager | 30 Jun 2026 | 198.49K | $57.44M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | FC Advisory LLC | Institutional manager | 30 Jun 2026 | 8.46K | $2.45M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Omnia Family Wealth, LLC | Institutional manager | 30 Jun 2026 | 31.76K | $9.19M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Sage Capital Advisors,llc | Institutional manager | 30 Jun 2026 | 142.68K | $41.29M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Parisi Gray Wealth Management | Institutional manager | 30 Jun 2026 | 54.09K | $15.65M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | SeaCrest Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 275.26K | $79.65M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Fulcrum Equity Management | Institutional manager | 30 Jun 2026 | 10.63K | $3.08M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Institutional manager | 30 Jun 2026 | 84.99K | $24.59M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Magnus Financial Group LLC | Institutional manager | 30 Jun 2026 | 137.63K | $39.83M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Defender Capital, LLC. | Institutional manager | 30 Jun 2026 | 3.96K | $1.14M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | KMG FIDUCIARY PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 240.40K | $69.56M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Matrix Trust Co | Institutional manager | 30 Jun 2026 | 14.48K | $4.19M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Professional Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 9.13K | $2.64M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Marotta Asset Management | Institutional manager | 30 Jun 2026 | 6.37K | $1.84M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | HARRELL INVESTMENT PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 103.66K | $29.99M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Procyon Advisors, LLC | Institutional manager | 30 Jun 2026 | 194.47K | $56.27M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Safir Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.61K | $465.29K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Choice Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 33.02K | $9.56M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Constitution Capital LLC | Institutional manager | 30 Jun 2026 | 31.18K | $9.02M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | COREPATH WEALTH PARTNERS LLC | Institutional manager | 30 Jun 2026 | 2.63K | $762.46K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | SAX WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 124.66K | $36.07M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Hoffman, Alan N Investment Management | Institutional manager | 30 Jun 2026 | 307.56K | $89.00M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Alliance Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 16.40K | $4.75M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Mayflower Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 83.78K | $24.24M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | C2C Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 31.34K | $9.07M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Dominguez Wealth Management Solutions, Inc. | Institutional manager | 30 Jun 2026 | 72.39K | $20.95M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | ShankerValleau Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 10.59K | $3.06M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Henrickson Nauta Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 7.27K | $2.10M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Melone Private Wealth, LLC | Institutional manager | 30 Jun 2026 | 1.11K | $320.90K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | MKT Advisors LLC | Institutional manager | 30 Jun 2026 | 13.68K | $3.96M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | Institutional manager | 30 Jun 2026 | 2.68K | $775.20K* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | LifeGuide Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 8.62K | $2.49M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | HERBST GROUP, LLC | Institutional manager | 30 Jun 2026 | 17.44K | $5.05M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Chemistry Wealth Management LLC | Institutional manager | 30 Jun 2026 | 91.70K | $26.53M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Next Level Private LLC | Institutional manager | 30 Jun 2026 | 88.92K | $25.73M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | ADAMSBROWN WEALTH CONSULTANTS LLC | Institutional manager | 30 Jun 2026 | 25.25K | $7.31M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | EAGLE ROCK INVESTMENT COMPANY, LLC | Institutional manager | 30 Jun 2026 | 78.82K | $22.81M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Hutchens & Kramer Investment Management Group, LLC | Institutional manager | 30 Jun 2026 | 15.34K | $4.44M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | Sage Investment Advisers LLC | Institutional manager | 30 Jun 2026 | 9.04K | $2.62M* | 30 Jun 2026 |
|---|
| 9 Jul 2026 | WARNER FINANCIAL, INC | Institutional manager | 30 Jun 2026 | 17.14K | $4.96M* | 30 Jun 2026 |
|---|