| 5/18/2026 | EverSource Wealth Advisors LLC | 48,576 | $2.29M | 0.1% | -44.6% | 0.603% | |
| 5/14/2026 | RMG Wealth Management LLC | 27,916 | $1.32M | 0.2% | N/A | 0.347% | |
| 5/5/2026 | Sterling Investment Advisors Ltd. | 16,700 | $787K | 0.1% | -2.9% | 0.207% | |
| 4/24/2026 | Root Financial Partners LLC | 2,004 | $94K | 0.0% | N/A | 0.025% | |
| 4/23/2026 | Vicus Capital | 17,053 | $804K | 0.1% | -52.8% | 0.213% | |
| 4/21/2026 | Fiduciary Alliance LLC | 20,420 | $1.04M | 0.1% | -49.7% | 0.260% | |
| 4/17/2026 | AdvisorNet Financial Inc | 900 | $42K | 0.0% | N/A | 0.011% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 81,087 | $3.82M | 0.2% | +18.6% | 1.040% | |
| 2/18/2026 | NewEdge Advisors LLC | 1,750 | $79K | 0.0% | -14.4% | 0.022% | |
| 2/11/2026 | Continuum Advisory LLC | 6,085 | $275K | 0.0% | +6.5% | 0.077% | |
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| 2/6/2026 | EverSource Wealth Advisors LLC | 87,608 | $3.95M | 0.1% | +1.0% | 1.109% | |
| 2/6/2026 | Bare Financial Services Inc | 178,958 | $8.08M | 2.2% | -13.5% | 2.265% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 266,844 | $12.04M | 0.8% | +14.3% | 3.378% | |
| 2/4/2026 | AIFG Consultants Ltd. | 6,430 | $290K | 0.5% | -4.0% | 0.081% | |
| 2/3/2026 | Winch Advisory Services LLC | 882 | $40K | 0.0% | -25.4% | 0.011% | |
| 1/30/2026 | PVG Asset Management Corp | 5,931 | $268K | 0.6% | N/A | 0.075% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 68,369 | $3.09M | 0.2% | +21.5% | 0.865% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,296 | $58K | 0.0% | +62.8% | 0.016% | |
| 1/22/2026 | Vicus Capital | 36,119 | $1.63M | 0.1% | +2.7% | 0.457% | |
| 1/22/2026 | Fiduciary Alliance LLC | 40,587 | $1.83M | 0.1% | -37.3% | 0.514% | |
| 1/15/2026 | Community Financial Services Group LLC | 5,180 | $234K | 0.0% | +13.3% | 0.065% | |
| 11/17/2025 | NewEdge Advisors LLC | 2,044 | $91K | 0.0% | +16.8% | 0.026% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 112,426 | $5.00M | 0.0% | +24.8% | 1.441% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 233,510 | $10.38M | 0.7% | +3.2% | 2.994% | |
| 11/12/2025 | Bare Financial Services Inc | 206,797 | $9.19M | 2.7% | -49.3% | 2.651% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 86,727 | $3.85M | 0.2% | +3.7% | 1.112% | |
| 10/30/2025 | RMG Wealth Management LLC | 28,151 | $1.26M | 0.2% | -36.1% | 0.361% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 56,276 | $2.50M | 0.2% | +494.1% | 0.726% | |
| 10/24/2025 | Vicus Capital | 35,175 | $1.56M | 0.1% | -2.4% | 0.454% | |
| 10/21/2025 | Community Financial Services Group LLC | 4,573 | $203K | 0.0% | -6.7% | 0.059% | |
| 10/14/2025 | AIFG Consultants Ltd. | 6,695 | $297K | 0.5% | -51.2% | 0.087% | |
| 10/8/2025 | Fiduciary Alliance LLC | 64,734 | $2.88M | 0.2% | -4.0% | 0.857% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 83,634 | $3.46M | 0.2% | -1.7% | 1.072% | |
| 8/13/2025 | Bare Financial Services Inc | 407,824 | $16.86M | 5.7% | -3.8% | 5.229% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 2,190 | $91K | 0.0% | +25.6% | 0.028% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 226,196 | $9.35M | 0.7% | +509.7% | 2.900% | |
| 7/23/2025 | RMG Wealth Management LLC | 44,024 | $1.85M | 0.3% | N/A | 0.564% | |
| 7/21/2025 | AIFG Consultants Ltd. | 13,732 | $568K | 1.1% | -16.3% | 0.176% | |
| 7/18/2025 | Vicus Capital | 36,047 | $1.49M | 0.1% | +12.3% | 0.462% | |
| 7/18/2025 | Community Financial Services Group LLC | 4,899 | $202K | 0.0% | N/A | 0.063% | |
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| 7/17/2025 | Sterling Investment Advisors Ltd. | 17,200 | $711K | 0.2% | +17.8% | 0.218% | |
| 7/9/2025 | Fiduciary Alliance LLC | 67,417 | $2.79M | 0.2% | +1.9% | 0.853% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 85,048 | $3.27M | 0.2% | -4.2% | 1.090% | |
| 5/12/2025 | Bare Financial Services Inc | 423,976 | $16.29M | 6.3% | +3.4% | 5.436% | |
| 5/7/2025 | Frontier Asset Management LLC | 18,050 | $693K | 0.2% | -4.5% | 0.231% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 14,600 | $561K | 0.1% | N/A | 0.187% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 37,102 | $1.43M | 0.1% | +20.5% | 0.476% | |
| 4/23/2025 | AIFG Consultants Ltd. | 16,406 | $630K | 1.0% | -44.7% | 0.210% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 1,743 | $67K | 0.0% | -35.7% | 0.022% | |
| 4/9/2025 | Fiduciary Alliance LLC | 66,130 | $2.54M | 0.2% | +3.8% | 0.853% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 2,321 | $90K | 0.1% | N/A | 0.030% | |
| 2/18/2025 | Continuum Advisory LLC | 5,715 | $222K | 0.0% | +16.1% | 0.064% | |
| 2/17/2025 | Captrust Financial Advisors | 5,572 | $217K | 0.0% | -45.8% | 0.062% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 28,504 | $1.11M | 0.0% | N/A | 0.318% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 30,797 | $1.20M | 0.1% | -12.1% | 0.344% | |
| 2/10/2025 | Bare Financial Services Inc | 410,026 | $15.95M | 6.4% | -3.2% | 4.581% | |
| 2/10/2025 | Farther Finance Advisors LLC | 796 | $31K | 0.0% | -30.2% | 0.009% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 88,750 | $3.45M | 0.2% | -5.1% | 0.992% | |
| 2/7/2025 | Frontier Asset Management LLC | 18,893 | $735K | 0.2% | -1.4% | 0.211% | |
| 1/30/2025 | Vicus Capital | 31,897 | $1.24M | 0.1% | +3.1% | 0.356% | |
| 1/29/2025 | AIFG Consultants Ltd. | 29,681 | $1.16M | 1.9% | -19.6% | 0.332% | |
| 1/23/2025 | Strategic Blueprint LLC | 15,474 | $602K | 0.0% | +53.1% | 0.173% | |
| 1/13/2025 | Fiduciary Alliance LLC | 63,735 | $2.48M | 0.3% | +2.2% | 0.712% | |
| 11/8/2024 | EverSource Wealth Advisors LLC | 93,543 | $3.80M | 0.2% | -8.7% | 1.045% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,141 | $46K | 0.0% | -65.8% | 0.013% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 35,042 | $1.43M | 0.1% | +21.2% | 0.392% | |
| 10/25/2024 | Strategic Blueprint LLC | 10,110 | $411K | 0.0% | -4.5% | 0.113% | |
| 10/21/2024 | Vicus Capital | 30,943 | $1.26M | 0.1% | +7.4% | 0.346% | |
| 10/21/2024 | Community Financial Services Group LLC | 5,082 | $207K | 0.0% | N/A | 0.057% | |
| 10/21/2024 | AIFG Consultants Ltd. | 36,906 | $1.50M | 1.1% | -31.2% | 0.412% | |
| 10/11/2024 | Fiduciary Alliance LLC | 62,391 | $2.54M | 0.3% | -9.7% | 0.697% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 102,493 | $4.00M | 0.2% | +47.8% | 1.145% | |
| 8/8/2024 | Frontier Asset Management LLC | 19,282 | $732K | 0.3% | -61.7% | 0.215% | |
| 7/29/2024 | AIFG Consultants Ltd. | 53,613 | $2.04M | 1.5% | N/A | 0.599% | |
| 7/27/2024 | Strategic Blueprint LLC | 10,584 | $402K | 0.0% | -28.1% | 0.118% | |
| 7/23/2024 | Vicus Capital | 28,815 | $1.09M | 0.1% | +4.1% | 0.322% | |
| 7/10/2024 | Fiduciary Alliance LLC | 69,058 | $2.64M | 0.4% | +5.6% | 0.772% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 69,365 | $2.54M | 0.2% | -36.8% | 0.775% | |
| 4/23/2024 | Strategic Blueprint LLC | 14,718 | $573K | 0.0% | -5.7% | 0.167% | |
| 4/17/2024 | Fiduciary Alliance LLC | 65,397 | $2.53M | 0.4% | +1.2% | 0.743% | |
| 4/17/2024 | Vicus Capital | 27,687 | $1.08M | 0.1% | +3.7% | 0.313% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 109,777 | $3.83M | 0.4% | +10.4% | 1.240% | |
| 2/6/2024 | Bare Financial Services Inc | 232,123 | $8.10M | 16.3% | N/A | 2.623% | |
| 2/1/2024 | Vicus Capital | 26,711 | $932K | 0.1% | +1.1% | 0.302% | |
| 1/25/2024 | Strategic Blueprint LLC | 15,612 | $545K | 0.0% | -3.3% | 0.176% | |
| 1/17/2024 | Fiduciary Alliance LLC | 64,597 | $2.25M | 0.4% | +25.6% | 0.730% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 194,604 | $6.79M | 0.7% | -4.0% | 2.199% | |
| 11/16/2023 | Blueprint Investment Partners LLC | 16,320 | $510K | 0.2% | -29.6% | 0.184% | |
| 11/13/2023 | Frontier Asset Management LLC | 52,334 | $1.64M | 0.7% | -0.6% | 0.591% | |
| 11/4/2023 | EverSource Wealth Advisors LLC | 99,392 | $3.11M | 0.3% | +6.5% | 1.123% | |
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| 11/2/2023 | Vantage Financial Partners LLC | 12,320 | $385K | 0.2% | +6.5% | 0.139% | |
| 10/23/2023 | Vicus Capital | 26,415 | $826K | 0.1% | +9.7% | 0.298% | |
| 10/18/2023 | Fiduciary Alliance LLC | 51,427 | $1.61M | 0.3% | +2.7% | 0.581% | |
| 10/18/2023 | Strategic Blueprint LLC | 16,145 | $505K | 0.0% | +9.4% | 0.182% | |
| 8/17/2023 | Vicus Capital | 24,072 | $792K | 0.1% | +24.5% | 0.272% | |
| 8/10/2023 | Frontier Asset Management LLC | 52,661 | $1.73M | 0.8% | +4.9% | 0.595% | |
| 8/8/2023 | Vantage Financial Partners LLC | 11,570 | $381K | 0.1% | +11.5% | 0.131% | |
| 8/4/2023 | EverSource Wealth Advisors LLC | 93,291 | $3.07M | 0.3% | +52.3% | 1.025% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 201,716 | $6.63M | 0.8% | -40.9% | 2.217% | |
| 7/18/2023 | Fiduciary Alliance LLC | 50,058 | $1.65M | 0.4% | N/A | 0.550% | |