| 5/19/2026 | McIlrath & Eck LLC | 1,770 | $131K | 0.0% | +103.0% | 0.011% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 26,536 | $1.96M | 0.2% | +10.7% | 0.163% | |
| 5/4/2026 | Tradewinds LLC. | 2,560 | $205K | 0.1% | N/A | 0.016% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 23,981 | $1.77M | 0.2% | +10.1% | 0.148% | |
| 4/27/2026 | USAdvisors Wealth Management LLC | 2,792 | $200K | 0.1% | N/A | 0.017% | |
| 4/24/2026 | Root Financial Partners LLC | 6,423 | $474K | 0.0% | +2.6% | 0.040% | |
| 4/23/2026 | Coston McIsaac & Partners | 2,871 | $211K | 0.0% | -4.2% | 0.018% | |
| 4/21/2026 | Foster & Motley Inc. | 3,700 | $273K | 0.0% | +4.8% | 0.023% | |
| 2/27/2026 | Strategic Investment Solutions Inc. IL | 282,555 | $20.97M | 5.0% | +18.3% | 1.962% | |
| 2/13/2026 | Mosaic Family Wealth Partners LLC | 21,773 | $1.61M | 0.2% | +2.4% | 0.151% | |
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| 2/13/2026 | Monograph Wealth Advisors LLC | 23,972 | $1.77M | 0.2% | +58.3% | 0.166% | |
| 2/11/2026 | JPMorgan Chase & Co. | 135,397 | $10.02M | 0.0% | +18.7% | 0.940% | |
| 2/11/2026 | Nemes Rush Group LLC | 12,277 | $908K | 0.1% | +3.5% | 0.085% | |
| 2/10/2026 | Chico Wealth RIA | 4,303 | $318K | 0.2% | +19.8% | 0.030% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 15,080 | $1.12M | 0.0% | +10.7% | 0.105% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 8,497 | $629K | 0.0% | +4.0% | 0.059% | |
| 2/5/2026 | Catawba River Capital | 3,529 | $261K | 0.1% | N/A | 0.025% | |
| 2/4/2026 | LRI Investments LLC | 2,462 | $182K | 0.0% | +9.9% | 0.017% | |
| 2/3/2026 | Coston McIsaac & Partners | 2,997 | $221K | 0.1% | +11.2% | 0.021% | |
| 1/27/2026 | Vestia Personal Wealth Advisors | 26,873 | $2.04M | 1.0% | +25.8% | 0.189% | |
| 1/26/2026 | Frankly Finances LLC | 2,267 | $168K | 0.1% | N/A | 0.016% | |
| 1/23/2026 | Farther Finance Advisors LLC | 348,314 | $25.77M | 0.3% | +26,611.2% | 2.470% | |
| 1/15/2026 | Foster & Motley Inc. | 3,530 | $261K | 0.0% | N/A | 0.025% | |
| 1/1/2026 | JPMorgan Chase & Co. | 114,030 | $8.19M | 0.0% | +39.5% | 0.898% | |
| 12/3/2025 | Strategic Investment Solutions Inc. IL | 238,866 | $17.17M | 4.5% | +8.5% | 1.881% | |
| 11/14/2025 | Monograph Wealth Advisors LLC | 15,142 | $1.09M | 0.1% | +3.9% | 0.119% | |
| 11/13/2025 | Nemes Rush Group LLC | 11,865 | $853K | 0.1% | +5.2% | 0.093% | |
| 11/12/2025 | Mosaic Family Wealth Partners LLC | 21,257 | $1.52M | 0.2% | +5.5% | 0.167% | |
| 11/10/2025 | Cary Street Partners Financial LLC | 13,626 | $979K | 0.0% | +23.3% | 0.107% | |
| 11/7/2025 | JPMorgan Chase & Co. | 114,030 | $8.19M | 0.0% | +39.5% | 0.898% | |
| 11/3/2025 | Cloud Capital Management LLC | 760 | $54K | 0.0% | N/A | 0.006% | |
| 11/3/2025 | LRI Investments LLC | 2,240 | $161K | 0.0% | +435.9% | 0.018% | |
| 10/30/2025 | BIP Wealth LLC | 8,493 | $610K | 0.0% | N/A | 0.067% | |
| 10/29/2025 | Root Financial Partners LLC | 6,261 | $450K | 0.0% | -6.4% | 0.050% | |
| 10/15/2025 | Vestia Personal Wealth Advisors | 21,367 | $1.54M | 0.8% | +16.1% | 0.171% | |
| 8/15/2025 | Monograph Wealth Advisors LLC | 14,579 | $978K | 0.1% | +15.7% | 0.125% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 11,054 | $741K | 0.0% | +48.4% | 0.094% | |
| 8/12/2025 | Nemes Rush Group LLC | 11,274 | $756K | 0.1% | +44.7% | 0.096% | |
| 8/12/2025 | JPMorgan Chase & Co. | 81,717 | $5.48M | 0.0% | +100,785.2% | 0.698% | |
| 8/11/2025 | Mosaic Family Wealth Partners LLC | 20,142 | $1.35M | 0.2% | +9.2% | 0.173% | |
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| 7/31/2025 | Curio Wealth LLC | 1,327 | $89K | 0.0% | +44,133.3% | 0.011% | |
| 7/25/2025 | LRI Investments LLC | 418 | $28K | 0.0% | N/A | 0.004% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 18,398 | $1.23M | 0.8% | +55.7% | 0.160% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 220,243 | $14.82M | 4.5% | -32.6% | 1.911% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,366 | $92K | 0.0% | -20.1% | 0.012% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 8,151 | $500K | 0.0% | +10.0% | 0.075% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 7,447 | $456K | 0.0% | N/A | 0.068% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 326,905 | $20.04M | 5.8% | +53.3% | 2.991% | |
| 5/7/2025 | Nemes Rush Group LLC | 7,792 | $477K | 0.1% | +81.8% | 0.071% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 18,437 | $1.13M | 0.2% | +17.0% | 0.169% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 11,816 | $724K | 0.5% | +45.2% | 0.115% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,710 | $105K | 0.0% | -10.9% | 0.017% | |
| 2/18/2025 | Mosaic Family Wealth Partners LLC | 15,761 | $984K | 0.1% | -9.1% | 0.246% | |
| 2/18/2025 | Monograph Wealth Advisors LLC | 4,307 | $269K | 0.0% | N/A | 0.067% | |
| 2/13/2025 | Strategic Investment Solutions Inc. IL | 213,196 | $12.86M | 4.2% | -14.8% | 3.331% | |
| 2/12/2025 | Nemes Rush Group LLC | 4,287 | $268K | 0.0% | N/A | 0.067% | |
| 2/10/2025 | Curio Wealth LLC | 1,490 | $93K | 0.1% | N/A | 0.023% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,920 | $120K | 0.0% | +42.5% | 0.030% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 7,412 | $463K | 0.0% | N/A | 0.116% | |
| 1/27/2025 | Vestia Personal Wealth Advisors | 8,135 | $508K | 0.4% | +87.6% | 0.127% | |
| 1/23/2025 | Crews Bank & Trust | 1,265 | $79K | 0.0% | N/A | 0.020% | |
| 1/23/2025 | Coston McIsaac & Partners | 2,718 | $169K | 0.1% | +7.3% | 0.042% | |
| 11/5/2024 | Vestia Personal Wealth Advisors | 4,336 | $275K | 0.2% | N/A | 0.068% | |
| 10/29/2024 | Farther Finance Advisors LLC | 1,347 | $85K | 0.0% | +28.3% | 0.021% | |
| 10/23/2024 | Strategic Investment Solutions Inc. IL | 250,204 | $15.88M | 4.8% | +6.1% | 3.909% | |
| 10/22/2024 | Coston McIsaac & Partners | 2,534 | $160K | 0.0% | +10.6% | 0.040% | |
| 10/18/2024 | Lam Group Inc. | 3,541 | $225K | 0.2% | +68.2% | 0.055% | |
| 8/30/2024 | Strategic Investment Solutions Inc. IL | 235,733 | $14.49M | 4.7% | N/A | 3.683% | |
| 6/13/2024 | Mosaic Family Wealth Partners LLC | 10,739 | $635K | 0.1% | N/A | 0.168% | |
| 5/4/2024 | Vista Capital Partners Inc. | 7,987 | $472K | 0.1% | N/A | 0.133% | |