| 8/23/2026 | Atlantic Private Wealth LLC | 29,966 | $1.74M | 1.0% | -11.3% | 1.033% | |
| 7/10/2026 | KWB Wealth | 3,823 | $222K | 0.0% | -36.4% | 0.132% | |
| 5/18/2026 | Royal Bank of Canada | 15,434 | $737K | 0.0% | -7.5% | 0.551% | |
| 5/14/2026 | Sei Investments Co. | 229,375 | $10.97M | 0.0% | +2.5% | 8.192% | |
| 5/13/2026 | Cetera Investment Advisers | 5,065 | $242K | 0.0% | -4.9% | 0.181% | |
| 5/6/2026 | Gould Asset Management LLC CA | 12,550 | $600K | 0.1% | -3.6% | 0.448% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 25,111 | $1.20M | 0.2% | -1.4% | 0.897% | |
| 4/27/2026 | Optas LLC | 8,888 | $425K | 0.1% | +68.6% | 0.317% | |
| 2/27/2026 | Financially in Tune LLC | 4,580 | $213K | 0.2% | N/A | 0.170% | |
| 2/20/2026 | Talisman Wealth Advisors LLC | 8,803 | $410K | 0.3% | N/A | 0.326% | |
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| 2/18/2026 | Beacon Pointe Advisors LLC | 9,292 | $432K | 0.0% | +6.6% | 0.344% | |
| 2/18/2026 | Main Street Financial Solutions LLC | 4,736 | $220K | 0.0% | -33.6% | 0.175% | |
| 2/17/2026 | Lazard Asset Management LLC | 21,696 | $1.01M | 0.0% | -5.1% | 0.804% | |
| 2/17/2026 | Osaic Holdings Inc. | 14,851 | $691K | 0.0% | +2.4% | 0.550% | |
| 2/17/2026 | Royal Bank of Canada | 16,683 | $777K | 0.0% | +67.3% | 0.618% | |
| 2/16/2026 | MML Investors Services LLC | 12,825 | $597K | 0.0% | +4.2% | 0.475% | |
| 2/13/2026 | Kestra Advisory Services LLC | 780 | $36K | 0.0% | N/A | 0.029% | |
| 2/13/2026 | Plum Street Advisors LLC | 24,068 | $1.12M | 0.4% | +45.7% | 0.891% | |
| 2/13/2026 | Ally Invest Advisors Inc. | 10,638 | $495K | 0.0% | -10.4% | 0.394% | |
| 2/13/2026 | Balanced Rock Investment Advisors LLC | 44,886 | $2.09M | 1.5% | +0.6% | 1.662% | |
| 2/12/2026 | Timmons Wealth Management LLC | 539 | $25K | 0.0% | N/A | 0.020% | |
| 2/10/2026 | Mccarter Private Wealth Services LLC | 5,468 | $254K | 0.1% | N/A | 0.203% | |
| 2/4/2026 | Summit Wealth Group LLC Co. | 8,359 | $389K | 0.1% | N/A | 0.310% | |
| 2/4/2026 | Bailard Inc. | 112,391 | $5.23M | 0.1% | -0.4% | 4.163% | |
| 2/3/2026 | RFG Advisory LLC | 7,276 | $339K | 0.0% | N/A | 0.269% | |
| 1/23/2026 | Invera Wealth Advisors LLC | 106,019 | $4.93M | 3.1% | -2.2% | 3.927% | |
| 1/23/2026 | NBT Bank N A NY | 2,567 | $119K | 0.0% | +13.5% | 0.095% | |
| 1/21/2026 | Walkner Condon Financial Advisors LLC | 25,479 | $1.19M | 0.2% | +5.8% | 0.944% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 9,536 | $444K | 0.0% | +53.4% | 0.353% | |
| 1/16/2026 | Values Added Financial LLC | 80,179 | $3.73M | 1.6% | +4.7% | 2.970% | |
| 1/15/2026 | Stewardship Advisors LLC | 4,334 | $202K | 0.0% | N/A | 0.161% | |
| 1/12/2026 | KWB Wealth | 6,389 | $297K | 0.0% | N/A | 0.237% | |
| 1/9/2026 | Cambridge Financial Group LLC | 46,412 | $2.11M | 0.7% | -45.8% | 1.785% | |
| 11/13/2025 | Sei Investments Co. | 213,230 | $9.65M | 0.0% | +12.2% | 8.201% | |
| 11/10/2025 | MAI Capital Management | 7,864 | $356K | 0.0% | +6.0% | 0.302% | |
| 11/5/2025 | Savant Capital LLC | 4,734 | $214K | 0.0% | N/A | 0.182% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 11,551 | $523K | 0.0% | -6.4% | 0.444% | |
| 10/31/2025 | Values Added Financial LLC | 76,591 | $3.47M | 1.5% | +24.9% | 2.946% | |
| 10/30/2025 | Bailard Inc. | 112,858 | $5.11M | 0.1% | +2.5% | 4.341% | |
| 10/29/2025 | Invera Wealth Advisors LLC | 108,398 | $4.91M | 3.0% | -1.8% | 4.169% | |
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| 10/29/2025 | Walkner Condon Financial Advisors LLC | 24,084 | $1.09M | 0.2% | -26.5% | 0.926% | |
| 10/15/2025 | Optas LLC | 5,345 | $242K | 0.0% | -50.7% | 0.206% | |
| 10/6/2025 | Cambridge Financial Group LLC | 85,692 | $3.88M | 1.2% | +1,207.9% | 3.296% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 1,254 | $53K | 0.0% | +795.7% | 0.050% | |
| 8/15/2025 | Modern Wealth Management LLC | 7,693 | $330K | 0.0% | -6.0% | 0.308% | |
| 8/15/2025 | Balanced Rock Investment Advisors LLC | 46,070 | $1.98M | 1.5% | -19.5% | 1.843% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 7,128 | $306K | 0.0% | -4.3% | 0.285% | |
| 8/14/2025 | Sei Investments Co. | 190,014 | $8.15M | 0.0% | +11.5% | 7.601% | |
| 8/14/2025 | Ally Invest Advisors Inc. | 11,175 | $479K | 0.0% | +16.1% | 0.447% | |
| 8/13/2025 | SageView Advisory Group LLC | 19,852 | $857K | 0.0% | +15.6% | 0.794% | |
| 8/13/2025 | CW Advisors LLC | 11,916 | $511K | 0.0% | +12.7% | 0.477% | |
| 8/8/2025 | Bailard Inc. | 110,097 | $4.72M | 0.1% | +6.2% | 4.404% | |
| 8/6/2025 | RWA Wealth Partners LLC | 62,692 | $2.69M | 0.0% | +13.1% | 2.508% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 32,755 | $1.40M | 0.3% | -10.6% | 1.310% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,347 | $529K | 0.0% | +20.3% | 0.494% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 6,195 | $266K | 0.0% | -4.1% | 0.248% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 16,832 | $722K | 0.0% | N/A | 0.701% | |
| 7/23/2025 | Values Added Financial LLC | 61,317 | $2.63M | 1.3% | +55.3% | 2.555% | |
| 7/11/2025 | Diversified Trust Co | 5,080 | $218K | 0.0% | N/A | 0.212% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 12,562 | $480K | 0.0% | -21.0% | 0.546% | |
| 6/2/2025 | Modern Wealth Management LLC | 8,183 | $313K | 0.0% | N/A | 0.356% | |
| 5/29/2025 | Plum Street Advisors LLC | 16,410 | $628K | 0.3% | N/A | 0.713% | |
| 5/19/2025 | SageView Advisory Group LLC | 17,178 | $657K | 0.0% | N/A | 0.747% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 12,562 | $480K | 0.0% | -21.0% | 0.546% | |
| 5/15/2025 | Royal Bank of Canada | 17,809 | $681K | 0.0% | +109.7% | 0.774% | |
| 5/15/2025 | MAI Capital Management | 7,635 | $292K | 0.0% | +7.5% | 0.332% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 9,629 | $368K | 0.0% | +14.9% | 0.419% | |
| 5/14/2025 | Haverford Trust Co | 6,876 | $263K | 0.0% | N/A | 0.299% | |
| 5/14/2025 | CW Advisors LLC | 10,573 | $404K | 0.0% | +13.6% | 0.460% | |
| 5/14/2025 | RWA Wealth Partners LLC | 55,453 | $2.12M | 0.0% | -3.8% | 2.411% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 57,214 | $2.19M | 1.7% | -9.4% | 2.488% | |
| 5/2/2025 | Bailard Inc. | 103,644 | $3.96M | 0.1% | +14.1% | 4.506% | |
| 5/2/2025 | Invera Wealth Advisors LLC | 112,737 | $4.31M | 5.1% | -2.1% | 4.902% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 6,458 | $247K | 0.0% | -17.0% | 0.281% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 10,262 | $392K | 0.0% | -3.4% | 0.446% | |
| 4/29/2025 | Values Added Financial LLC | 39,489 | $1.51M | 0.8% | +4.1% | 1.717% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 36,654 | $1.40M | 0.3% | +2.1% | 1.594% | |
| 3/5/2025 | Financial Insights Inc. | 7,373 | $275K | 0.1% | N/A | 0.321% | |
| 2/17/2025 | Lazard Asset Management LLC | 22,866 | $852K | 0.0% | -2.0% | 0.994% | |
| 2/14/2025 | Balanced Rock Investment Advisors LLC | 63,168 | $2.35M | 1.9% | -31.2% | 2.746% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 7,347 | $274K | 0.0% | +14.5% | 0.319% | |
| 2/13/2025 | Ally Invest Advisors Inc. | 8,383 | $312K | 0.0% | +4.5% | 0.364% | |
| 2/12/2025 | RWA Wealth Partners LLC | 57,673 | $2.15M | 0.0% | +1.3% | 2.508% | |
| 2/11/2025 | Sei Investments Co. | 144,761 | $5.40M | 0.0% | +11.8% | 6.294% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 4,953 | $185K | 0.2% | N/A | 0.215% | |
| 2/5/2025 | Bailard Inc. | 90,797 | $3.38M | 0.1% | +4.5% | 3.948% | |
| 2/3/2025 | Invera Wealth Advisors LLC | 115,140 | $4.40M | 4.4% | +1.8% | 5.006% | |
| 1/30/2025 | Walkner Condon Financial Advisors LLC | 35,907 | $1.34M | 0.3% | +2.4% | 1.561% | |
| 1/30/2025 | Values Added Financial LLC | 37,940 | $1.41M | 0.8% | +14.3% | 1.650% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 7,783 | $290K | 0.0% | +49.9% | 0.338% | |
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| 1/24/2025 | Optas LLC | 10,493 | $391K | 0.1% | +8.0% | 0.477% | |
| 1/14/2025 | Hart & Patterson Financial Group LLC | 6,766 | $252K | 0.1% | +5.3% | 0.308% | |
| 10/31/2024 | Walkner Condon Financial Advisors LLC | 35,074 | $1.42M | 0.3% | -0.8% | 1.594% | |
| 10/29/2024 | Optas LLC | 9,719 | $394K | 0.1% | +4.5% | 0.442% | |
| 10/28/2024 | Values Added Financial LLC | 33,186 | $1.35M | 0.8% | +53.3% | 1.508% | |
| 10/28/2024 | Wade Financial Advisory Inc | 8,711 | $353K | 0.1% | +14.6% | 0.396% | |
| 10/2/2024 | Abacus Planning Group Inc. | 6,854 | $278K | 0.0% | +8.7% | 0.326% | |
| 8/13/2024 | Sei Investments Co. | 107,079 | $3.93M | 0.0% | +135.9% | 5.099% | |
| 8/8/2024 | Wrapmanager Inc. | 8,186 | $300K | 0.1% | +5.8% | 0.390% | |
| 8/7/2024 | Invera Wealth Advisors LLC | 111,234 | $4.22M | 4.3% | +1.8% | 5.297% | |
