| 5/5/2026 | SouthState Bank Corp | 9,098 | $590K | 0.0% | +115.1% | 0.222% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 140,664 | $9.12M | 0.2% | +14.5% | 3.431% | |
| 5/2/2026 | R. W. Roge & Company Inc. | 84,744 | $5.50M | 2.6% | -1.8% | 2.067% | |
| 4/29/2026 | Corus Family Wealth Advisors | 3,827 | $248K | 0.2% | N/A | 0.093% | |
| 4/24/2026 | Root Financial Partners LLC | 1,180 | $77K | 0.0% | -13.0% | 0.029% | |
| 4/24/2026 | Prism Advisors Inc. | 142,846 | $9.27M | 2.5% | -0.8% | 3.484% | |
| 4/20/2026 | Keudell Morrison Wealth Management | 211,426 | $13.71M | 2.8% | -2.1% | 5.157% | |
| 2/20/2026 | SB Capital Management Inc | 6,441 | $390K | 0.1% | N/A | 0.157% | |
| 2/18/2026 | Opus Financial Solutions LLC | 3,414 | $207K | 0.2% | N/A | 0.083% | |
| 2/17/2026 | Hilltop Holdings Inc. | 49,399 | $2.99M | 0.2% | -40.0% | 1.205% | |
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| 2/16/2026 | Beta Wealth Group Inc. | 108,147 | $6.55M | 2.6% | -4.1% | 2.638% | |
| 2/12/2026 | Jane Street Group LLC | 6,467 | $391K | 0.0% | -89.9% | 0.158% | |
| 2/12/2026 | Prudent Man Investment Management Inc. | 1,475 | $89K | 0.0% | N/A | 0.036% | |
| 2/11/2026 | First Command Advisory Services Inc. | 1,832,713 | $110.92M | 0.8% | +1.2% | 44.700% | |
| 2/10/2026 | Root Financial Partners LLC | 1,356 | $82K | 0.0% | N/A | 0.033% | |
| 2/6/2026 | Keudell Morrison Wealth Management | 216,004 | $13.07M | 2.7% | N/A | 5.268% | |
| 2/5/2026 | Kane Co Wealth Management Inc. | 5,385 | $326K | 0.3% | N/A | 0.131% | |
| 2/5/2026 | Financial Security Advisor Inc. | 3,700 | $224K | 0.0% | N/A | 0.090% | |
| 2/3/2026 | McIlrath & Eck LLC | 178,815 | $10.82M | 1.0% | +7.1% | 4.361% | |
| 2/2/2026 | Madrid Wealth Management LLC | 10,269 | $621K | 0.5% | N/A | 0.250% | |
| 1/29/2026 | Quadcap Wealth Management LLC | 170,045 | $10.29M | 1.2% | +25.8% | 4.147% | |
| 1/29/2026 | Index Fund Advisors Inc. | 23,698 | $1.43M | 0.1% | -1.0% | 0.578% | |
| 1/29/2026 | Brown Financial Advisory | 369,748 | $22.38M | 11.3% | +2.7% | 9.018% | |
| 1/28/2026 | Chicago Partners Investment Group LLC | 122,816 | $8M | 0.2% | +16.9% | 2.996% | |
| 1/27/2026 | Mills Wealth Advisors LLC | 51,435 | $3.11M | 1.2% | +18.6% | 1.255% | |
| 1/26/2026 | Asset Dedication LLC | 2,402 | $145K | 0.0% | +31.5% | 0.059% | |
| 1/26/2026 | CWM LLC | 2,347 | $142K | 0.0% | -57.9% | 0.057% | |
| 1/23/2026 | Farther Finance Advisors LLC | 7,709 | $467K | 0.0% | +14.7% | 0.188% | |
| 1/23/2026 | R. W. Roge & Company Inc. | 86,288 | $5.22M | 2.6% | -2.1% | 2.105% | |
| 1/23/2026 | Prism Advisors Inc. | 143,958 | $8.71M | 2.3% | -3.1% | 3.511% | |
| 1/20/2026 | Citrine Capital LLC | 9,427 | $571K | 0.3% | +29.0% | 0.230% | |
| 1/16/2026 | Applied Capital LLC | 40,553 | $2.45M | 0.9% | +2.5% | 0.989% | |
| 1/12/2026 | Fiduciary Financial Group LLC | 6,477 | $392K | 0.1% | +13.8% | 0.158% | |
| 1/12/2026 | Bulwark Capital Corp | 8,914 | $539K | 0.4% | N/A | 0.217% | |
| 11/20/2025 | Asset Dedication LLC | 1,826 | $103K | 0.0% | +329.6% | 0.047% | |
| 11/17/2025 | Susquehanna International Group LLP | 13,557 | $767K | 0.0% | -78.5% | 0.348% | |
| 11/17/2025 | Quadcap Wealth Management LLC | 135,214 | $7.65M | 0.9% | +6.8% | 3.467% | |
| 11/17/2025 | Hilltop Holdings Inc. | 82,389 | $4.66M | 0.2% | +39.7% | 2.113% | |
| 11/17/2025 | Flow Traders U.S. LLC | 39,085 | $2.21M | 0.1% | N/A | 1.002% | |
| 11/17/2025 | Citadel Advisors LLC | 64,283 | $3.64M | 0.0% | N/A | 1.648% | |
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| 11/7/2025 | Beta Wealth Group Inc. | 112,817 | $6.38M | 2.5% | +12.3% | 2.893% | |
| 11/3/2025 | Cloud Capital Management LLC | 632 | $34K | 0.0% | N/A | 0.016% | |
| 10/31/2025 | First Command Advisory Services Inc. | 1,810,215 | $102.39M | 0.7% | +0.8% | 46.416% | |
| 10/30/2025 | CNB Bank | 1,059 | $60K | 0.0% | N/A | 0.027% | |
| 10/30/2025 | Chicago Partners Investment Group LLC | 105,050 | $6.27M | 0.2% | +217.4% | 2.694% | |
| 10/29/2025 | SOL Capital Management CO | 13,330 | $754K | 0.1% | +2.3% | 0.342% | |
| 10/27/2025 | Brown Financial Advisory | 359,973 | $20.36M | 10.7% | +3.2% | 9.230% | |
| 10/24/2025 | R. W. Roge & Company Inc. | 88,157 | $4.99M | 2.6% | -3.3% | 2.260% | |
| 10/22/2025 | McIlrath & Eck LLC | 167,033 | $9.45M | 1.0% | +6.1% | 4.283% | |
| 10/22/2025 | Citrine Capital LLC | 7,310 | $413K | 0.2% | N/A | 0.187% | |
| 10/21/2025 | Applied Capital LLC | 39,580 | $2.24M | 0.9% | N/A | 1.015% | |
| 10/20/2025 | Premier Financial Group | 2,441 | $138K | 0.0% | +9.7% | 0.063% | |
| 10/15/2025 | CWM LLC | 5,581 | $316K | 0.0% | +137.8% | 0.143% | |
| 10/14/2025 | Prism Advisors Inc. | 148,556 | $8.40M | 2.3% | -2.6% | 3.809% | |
| 10/14/2025 | Farther Finance Advisors LLC | 6,723 | $380K | 0.0% | +89.2% | 0.172% | |
| 10/10/2025 | Mills Wealth Advisors LLC | 43,378 | $2.45M | 1.0% | +16.6% | 1.112% | |
| 8/15/2025 | McIlrath & Eck LLC | 157,501 | $8.60M | 1.0% | +4.2% | 4.257% | |
| 8/14/2025 | Jane Street Group LLC | 90,424 | $4.93M | 0.0% | +25.5% | 2.444% | |
| 8/14/2025 | DecisionPoint Financial LLC | 2,558 | $140K | 0.0% | N/A | 0.069% | |
| 8/12/2025 | Quadcap Wealth Management LLC | 126,562 | $6.91M | 0.9% | +23.3% | 3.421% | |
| 8/11/2025 | Beta Wealth Group Inc. | 100,442 | $5.48M | 2.0% | N/A | 2.790% | |
| 8/6/2025 | SouthState Corp | 4,229 | $231K | 0.0% | N/A | 0.117% | |
| 8/1/2025 | First Command Advisory Services Inc. | 1,796,546 | $98.04M | 0.8% | +3.7% | 49.904% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 37,209 | $2.03M | 0.9% | +53.8% | 1.034% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 33,092 | $1.84M | 0.1% | +28.8% | 0.919% | |
| 7/28/2025 | Brown Financial Advisory | 348,784 | $19.03M | 10.5% | +4.2% | 9.688% | |
| 7/25/2025 | Index Fund Advisors Inc. | 23,782 | $1.30M | 0.1% | N/A | 0.661% | |
| 7/25/2025 | CWM LLC | 2,347 | $128K | 0.0% | -48.9% | 0.065% | |
| 7/25/2025 | R. W. Roge & Company Inc. | 91,175 | $4.98M | 2.8% | +7.2% | 2.533% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 194,051 | $10.59M | 2.3% | +56.5% | 5.390% | |
| 7/11/2025 | Farther Finance Advisors LLC | 3,553 | $194K | 0.0% | +70.8% | 0.099% | |
| 7/8/2025 | Prism Advisors Inc. | 152,469 | $8.32M | 2.4% | N/A | 4.235% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 5,691 | $311K | 0.1% | N/A | 0.158% | |
| 5/19/2025 | Jane Street Group LLC | 72,073 | $3.44M | 0.0% | +140.2% | 2.120% | |
| 5/16/2025 | McIlrath & Eck LLC | 151,197 | $7.21M | 0.9% | +18.6% | 4.447% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 102,681 | $4.90M | 0.7% | N/A | 3.260% | |
| 5/14/2025 | Flow Traders U.S. LLC | 10,856 | $518K | 0.0% | N/A | 0.345% | |
| 5/9/2025 | R. W. Roge & Company Inc. | 85,052 | $4.05M | 2.2% | N/A | 2.700% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 25,685 | $1.28M | 0.0% | N/A | 0.815% | |
| 5/2/2025 | First Command Advisory Services Inc. | 1,733,083 | $82.62M | 0.8% | N/A | 55.019% | |
| 5/1/2025 | Asset Dedication LLC | 1,517 | $72K | 0.0% | +878.7% | 0.048% | |
| 5/1/2025 | CWM LLC | 4,589 | $219K | 0.0% | N/A | 0.146% | |
| 4/30/2025 | Financial Symmetry Inc | 6,046 | $288K | 0.2% | N/A | 0.192% | |
| 4/30/2025 | Brown Financial Advisory | 334,602 | $15.95M | 10.0% | N/A | 10.622% | |
| 4/29/2025 | Mills Wealth Advisors LLC | 24,190 | $1.15M | 0.6% | +40.5% | 0.768% | |
| 4/23/2025 | SOL Capital Management CO | 14,620 | $697K | 0.1% | N/A | 0.464% | |
| 4/23/2025 | Keudell Morrison Wealth Management | 124,019 | $5.91M | 1.4% | -33.3% | 3.937% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,080 | $100K | 0.0% | N/A | 0.072% | |
| 2/18/2025 | McIlrath & Eck LLC | 127,465 | $6.20M | 0.8% | N/A | 0.000% | |
| 2/14/2025 | Jane Street Group LLC | 30,000 | $1.46M | 0.0% | N/A | 0.000% | |
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| 2/14/2025 | Fischer Investment Strategies LLC | 45,990 | $2.24M | 1.8% | N/A | 0.000% | |
| 2/14/2025 | Dimensional Fund Advisors LP | 200,000 | $9.73M | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Bank of Montreal Can | 1,966 | $96K | 0.0% | N/A | 0.000% | |
| 2/5/2025 | Mills Wealth Advisors LLC | 17,220 | $838K | 0.5% | N/A | 0.000% | |