| 7/10/2026 | A&I Financial Services LLC | 42,458 | $3.74M | 1.6% | -3.2% | 0.378% | |
| 7/8/2026 | Sonoma Allocations LLC | 11,564 | $1.02M | 0.4% | +25.2% | 0.103% | |
| 6/9/2026 | Contango Wealth Management LLC | 50,174 | $3.83M | 4.5% | -39.4% | 0.447% | |
| 5/19/2026 | Sonoma Allocations LLC | 9,239 | $714K | 0.2% | +16.1% | 0.082% | |
| 5/19/2026 | Bank of America Corp DE | 185,779 | $14.18M | 0.0% | +5.2% | 1.656% | |
| 5/19/2026 | Financial Insights Inc. | 50,610 | $3.86M | 1.3% | -4.9% | 0.451% | |
| 5/18/2026 | Royal Bank of Canada | 3,732 | $284K | 0.0% | +433.1% | 0.033% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 100,168 | $7.64M | 0.3% | +104.6% | 0.893% | |
| 5/14/2026 | Modern Wealth Management LLC | 31,115 | $2.40M | 0.0% | +9.7% | 0.277% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 1,180,277 | $90.06M | 0.1% | +8.1% | 10.519% | |
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| 5/5/2026 | Bank of New York Mellon Corp | 41,325 | $3.15M | 0.0% | +3.3% | 0.368% | |
| 4/30/2026 | Millstone Evans Group LLC | 1,936 | $148K | 0.1% | -6.2% | 0.017% | |
| 4/24/2026 | Fairman Group LLC | 21,072 | $1.61M | 1.4% | +813.0% | 0.188% | |
| 4/23/2026 | Etesian Wealth Advisors Inc. | 13,733 | $1.05M | 0.3% | +14.1% | 0.122% | |
| 4/17/2026 | AdvisorNet Financial Inc | 1,421 | $108K | 0.0% | +23.1% | 0.013% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 4,539 | $364K | 0.0% | +268.4% | 0.040% | |
| 3/4/2026 | SHP Wealth Management | 646 | $52K | 0.0% | N/A | 0.006% | |
| 2/23/2026 | Sonoma Allocations LLC | 7,961 | $650K | 0.2% | +110.3% | 0.071% | |
| 2/18/2026 | Alpha Capital Advisors Inc. ADV | 7,214 | $588K | 0.5% | N/A | 0.064% | |
| 2/17/2026 | AQR Capital Management LLC | 3,892 | $312K | 0.0% | +50.3% | 0.035% | |
| 2/17/2026 | Osaic Holdings Inc. | 15,622 | $1.25M | 0.0% | +0.9% | 0.139% | |
| 2/17/2026 | Royal Bank of Canada | 700 | $56K | 0.0% | -36.2% | 0.006% | |
| 2/17/2026 | Stark Wealth Management LLC | 3,480 | $279K | 1.0% | N/A | 0.031% | |
| 2/13/2026 | Kestra Advisory Services LLC | 17,934 | $1.44M | 0.0% | +11.4% | 0.160% | |
| 2/13/2026 | Plum Street Advisors LLC | 33,941 | $2.72M | 1.0% | +33.6% | 0.303% | |
| 2/13/2026 | Stifel Financial Corp | 8,763 | $703K | 0.0% | -1.6% | 0.078% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 162,935 | $13.07M | 0.1% | +8.0% | 1.452% | |
| 2/12/2026 | Litman Gregory Wealth Management LLC | 176,249 | $14.14M | 1.0% | -2.8% | 1.571% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 13,407 | $1.08M | 0.0% | -10.0% | 0.119% | |
| 2/12/2026 | Moneta Group Investment Advisors LLC | 32,133 | $2.58M | 0.0% | -4.8% | 0.286% | |
| 2/11/2026 | Gateway Wealth Partners LLC | 48,962 | $3.93M | 0.4% | +2.9% | 0.436% | |
| 2/11/2026 | Dorsey & Whitney Trust CO LLC | 189,410 | $15.20M | 0.8% | +0.6% | 1.688% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 5,320 | $427K | 0.0% | -11.3% | 0.047% | |
| 2/11/2026 | LPL Financial LLC | 28,778 | $2.31M | 0.0% | +20.8% | 0.256% | |
| 2/11/2026 | JPMorgan Chase & Co. | 528,431 | $42.39M | 0.0% | -7.3% | 4.710% | |
| 2/11/2026 | Etesian Wealth Advisors Inc. | 12,038 | $966K | 0.3% | +6.6% | 0.107% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 378,240 | $30.34M | 0.0% | -3.4% | 3.371% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 1,092,021 | $87.61M | 0.0% | +0.3% | 9.733% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 775,453 | $62.66M | 0.1% | -1.9% | 6.911% | |
| 2/3/2026 | Legacy Wealth Managment LLC ID | 1,080 | $87K | 0.0% | N/A | 0.010% | |
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| 2/3/2026 | Ethic Inc. | 365,507 | $29.32M | 0.5% | +0.6% | 3.258% | |
| 2/3/2026 | Pearl Planning LLC | 4,761 | $382K | 0.2% | N/A | 0.042% | |
| 2/2/2026 | Mutual Advisors LLC | 125,146 | $10.04M | 0.2% | -0.6% | 1.115% | |
| 1/29/2026 | Ashton Thomas Private Wealth LLC | 8,455 | $678K | 0.0% | +38.8% | 0.075% | |
| 1/28/2026 | A&I Financial Services LLC | 45,105 | $3.62M | 1.7% | +3.6% | 0.402% | |
| 1/27/2026 | Krilogy Financial LLC | 3,334 | $271K | 0.0% | N/A | 0.030% | |
| 1/27/2026 | Seeds Investor LLC | 16,132 | $1.29M | 0.2% | +1.5% | 0.144% | |
| 1/22/2026 | Phoenix Wealth Advisors | 32,677 | $2.62M | 1.0% | -0.4% | 0.291% | |
| 1/20/2026 | Rainier Family Wealth Inc. | 5,302 | $425K | 0.3% | +71.0% | 0.047% | |
| 1/20/2026 | Aspiriant LLC | 130,776 | $10.49M | 0.3% | +23.9% | 1.166% | |
| 1/16/2026 | Values Added Financial LLC | 86,620 | $6.95M | 2.9% | -0.9% | 0.772% | |
| 1/1/2026 | JPMorgan Chase & Co. | 570,113 | $44.74M | 0.0% | -1.5% | 5.081% | |
| 11/17/2025 | Moneta Group Investment Advisors LLC | 33,751 | $2.65M | 0.0% | +146.2% | 0.301% | |
| 11/17/2025 | Bank of America Corp DE | 167,861 | $13.17M | 0.0% | +0.4% | 1.496% | |
| 11/14/2025 | Plum Street Advisors LLC | 25,406 | $1.99M | 0.8% | +2.3% | 0.226% | |
| 11/13/2025 | Pathstone Holdings LLC | 111,620 | $8.76M | 0.0% | -1.6% | 0.995% | |
| 11/13/2025 | Modern Wealth Management LLC | 24,332 | $1.91M | 0.0% | +4.3% | 0.217% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 150,886 | $11.84M | 0.1% | +10.2% | 1.345% | |
| 11/12/2025 | Focus Partners Advisor Solutions LLC | 6,001 | $481K | 0.0% | +21.8% | 0.053% | |
| 11/12/2025 | Advisor OS LLC | 7,966 | $625K | 0.1% | -5.4% | 0.071% | |
| 11/10/2025 | Portland Global Advisors LLC | 4,223 | $331K | 0.0% | -6.2% | 0.038% | |
| 11/10/2025 | Rossby Financial LCC | 1,108 | $87K | 0.0% | +122.9% | 0.010% | |
| 11/7/2025 | MJP Associates Inc. ADV | 7,966 | $625K | 0.1% | -5.4% | 0.071% | |
| 11/7/2025 | JPMorgan Chase & Co. | 570,113 | $44.74M | 0.0% | -1.5% | 5.081% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 1,089,061 | $85.47M | 0.1% | +7.1% | 9.706% | |
| 11/6/2025 | Angeles Investment Advisors LLC | 729,569 | $57.26M | 3.8% | -30.8% | 6.502% | |
| 11/6/2025 | Caprock Group LLC | 4,601 | $349K | 0.0% | N/A | 0.041% | |
| 11/6/2025 | Sage Advisory Services Ltd.Co. | 10,494 | $824K | 0.4% | -1.5% | 0.094% | |
| 11/6/2025 | Gateway Wealth Partners LLC | 47,588 | $3.74M | 0.5% | +40.2% | 0.424% | |
| 11/4/2025 | Ashton Thomas Private Wealth LLC | 6,090 | $478K | 0.0% | N/A | 0.054% | |
| 11/4/2025 | Mission Wealth Management LP | 16,846 | $1.32M | 0.0% | +1.0% | 0.150% | |
| 11/4/2025 | Mutual Advisors LLC | 125,933 | $9.96M | 0.2% | +1.3% | 1.122% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 790,255 | $62.02M | 0.1% | N/A | 7.043% | |
| 11/3/2025 | Ballentine Partners LLC | 29,820 | $2.34M | 0.0% | +0.7% | 0.266% | |
| 11/3/2025 | Valeo Financial Advisors LLC | 8,451 | $663K | 0.0% | -13.4% | 0.075% | |
| 10/31/2025 | Values Added Financial LLC | 87,447 | $6.86M | 3.1% | -12.0% | 0.779% | |
| 10/29/2025 | Root Financial Partners LLC | 400 | $31K | 0.0% | N/A | 0.004% | |
| 10/28/2025 | Phoenix Wealth Advisors | 32,824 | $2.58M | 1.0% | -3.2% | 0.293% | |
| 10/28/2025 | Wolff Wiese Magana LLC | 1,551 | $122K | 0.1% | N/A | 0.014% | |
| 10/24/2025 | Aspiriant LLC | 105,559 | $8.28M | 0.3% | +3.2% | 0.941% | |
| 10/24/2025 | Sonoma Allocations LLC | 3,786 | $294K | 0.1% | N/A | 0.034% | |
| 10/23/2025 | A&I Financial Services LLC | 43,526 | $3.43M | 1.7% | +0.6% | 0.388% | |
| 10/23/2025 | Etesian Wealth Advisors Inc. | 11,288 | $886K | 0.3% | +10.3% | 0.101% | |
| 10/17/2025 | Ethic Inc. | 363,221 | $28.51M | 0.5% | +30.4% | 3.237% | |
| 10/16/2025 | Litman Gregory Wealth Management LLC | 181,390 | $14.24M | 1.1% | -4.3% | 1.617% | |
| 10/16/2025 | Rainier Family Wealth Inc. | 3,100 | $243K | 0.2% | N/A | 0.028% | |
| 10/9/2025 | AdvisorNet Financial Inc | 1,102 | $87K | 0.0% | +13.0% | 0.010% | |
| 9/4/2025 | Osaic Holdings Inc. | 9,409 | $684K | 0.0% | +1,613.8% | 0.084% | |
| 8/28/2025 | Stark Wealth Management LLC | 3,480 | $253K | 0.3% | N/A | 0.031% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 136,885 | $9.96M | 0.1% | +81.5% | 1.220% | |
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| 8/15/2025 | Orion Porfolio Solutions LLC | 136,885 | $9.96M | 0.1% | +81.5% | 1.220% | |
| 8/15/2025 | Modern Wealth Management LLC | 23,329 | $1.70M | 0.0% | +35.3% | 0.208% | |
| 8/15/2025 | Bank of America Corp DE | 167,212 | $12.16M | 0.0% | -7.5% | 1.490% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,417 | $176K | 0.0% | N/A | 0.022% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 5,969 | $434K | 0.1% | -3.7% | 0.053% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 33,955 | $2.47M | 0.5% | N/A | 0.303% | |
| 8/13/2025 | Portland Global Advisors LLC | 4,500 | $327K | 0.0% | -3.7% | 0.040% | |
| 8/12/2025 | Seeds Investor LLC | 10,600 | $771K | 0.2% | -15.7% | 0.094% | |
| 8/12/2025 | JPMorgan Chase & Co. | 578,563 | $42.09M | 0.0% | -1.4% | 5.157% | |
| 8/11/2025 | Angeles Investment Advisors LLC | 1,054,544 | $76.71M | 4.3% | +22.3% | 9.399% | |