| 10/10/2026 | Gilpin Wealth Management LLC | 1,220 | $88K | 0.1% | +65.8% | 0.038% | |
| 10/8/2026 | Farther Finance Advisors LLC | 4,345 | $313K | 0.0% | +6.4% | 0.136% | |
| 10/2/2026 | Versant Capital Management Inc | 121,902 | $8.78M | 0.7% | +10.7% | 3.932% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 30,528 | $2.14M | 0.0% | N/A | 0.985% | |
| 9/17/2026 | Wellington Altus USA Inc. | 1,740 | $118K | 0.1% | -61.5% | 0.044% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 2,249 | $157K | 0.0% | N/A | 0.080% | |
| 8/23/2026 | Studio Investment Management LLC | 6,642 | $465K | 0.1% | +47.7% | 0.237% | |
| 8/22/2026 | Prosperitas Financial LLC | 6,030 | $422K | 0.1% | -2.9% | 0.215% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 4,616 | $323K | 0.0% | +24.5% | 0.185% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 4,308 | $291K | 0.0% | N/A | 0.172% | |
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| 7/8/2026 | Evanson Financial LLC | 26,612 | $1.86M | 0.1% | N/A | 1.064% | |
| 7/2/2026 | Versant Capital Management Inc | 110,129 | $7.71M | 0.7% | +124.7% | 4.788% | |
| 6/11/2026 | E Wealth Partners LLC | 24,664 | $1.67M | 1.3% | +16.5% | 1.233% | |
| 5/18/2026 | Royal Bank of Canada | 10,794 | $729K | 0.0% | +173.3% | 0.540% | |
| 5/6/2026 | Assetmark Inc. | 67,087 | $4.53M | 0.0% | +8.6% | 3.354% | |
| 5/1/2026 | BCR Wealth Strategies LLC | 264,418 | $17.86M | 5.6% | +1.0% | 12.591% | |
| 4/27/2026 | BIP Wealth LLC | 12,748 | $861K | 0.0% | +7.6% | 0.607% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 7,514 | $507K | 0.1% | N/A | 0.358% | |
| 3/4/2026 | Pure Financial Advisors LLC | 141,871 | $9.23M | 0.1% | +12.4% | 7.467% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 310,558 | $20.21M | 0.1% | N/A | 16.345% | |
| 2/16/2026 | MML Investors Services LLC | 39,321 | $2.56M | 0.0% | +5.3% | 2.070% | |
| 2/9/2026 | Studio Investment Management LLC | 4,496 | $293K | 0.1% | +8.4% | 0.237% | |
| 2/9/2026 | Global Assets Advisory LLC | 97,077 | $6.32M | 1.8% | N/A | 5.109% | |
| 2/4/2026 | VanderPol Investments L.L.C. | 6,865 | $447K | 0.8% | +24.6% | 0.361% | |
| 2/4/2026 | Prosperitas Financial LLC | 5,764 | $375K | 0.1% | +16.2% | 0.303% | |
| 2/4/2026 | Pure Financial Advisors LLC | 141,871 | $9.23M | 0.2% | +12.4% | 7.467% | |
| 1/28/2026 | Financial Symmetry Inc | 3,255 | $212K | 0.1% | N/A | 0.171% | |
| 1/27/2026 | Vestia Personal Wealth Advisors | 4,809 | $324K | 0.2% | -23.6% | 0.253% | |
| 1/23/2026 | BCR Wealth Strategies LLC | 261,886 | $17.04M | 5.7% | +1.6% | 13.783% | |
| 1/23/2026 | Assetmark Inc. | 61,787 | $4.02M | 0.0% | +5.2% | 3.252% | |
| 1/22/2026 | FMB Wealth Management | 203,655 | $13.25M | 5.2% | -2.1% | 10.719% | |
| 1/21/2026 | BIP Wealth LLC | 11,848 | $771K | 0.0% | +10.8% | 0.624% | |
| 1/16/2026 | Applied Capital LLC | 6,448 | $420K | 0.2% | +4.2% | 0.339% | |
| 1/12/2026 | Cordant Inc. | 66,209 | $4.31M | 1.8% | +94.7% | 3.485% | |
| 1/12/2026 | Evanson Asset Management LLC | 24,278 | $1.58M | 0.1% | +18.0% | 1.278% | |
| 1/8/2026 | Wedmont Private Capital | 3,201 | $211K | 0.0% | N/A | 0.168% | |
| 11/17/2025 | National Bank of Canada FI | 1,149 | $71K | 0.0% | +1,373.1% | 0.060% | |
| 11/17/2025 | Flow Traders U.S. LLC | 13,292 | $818K | 0.0% | -50.9% | 0.700% | |
| 11/17/2025 | Citadel Advisors LLC | 22,114 | $1.36M | 0.0% | N/A | 1.164% | |
| 11/14/2025 | Cardiff Park Advisors LLC | 1,746 | $107K | 0.0% | N/A | 0.092% | |
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| 11/12/2025 | Dimensional Fund Advisors LP | 160,000 | $9.85M | 0.0% | -3.0% | 8.421% | |
| 11/7/2025 | Studio Investment Management LLC | 4,147 | $255K | 0.0% | N/A | 0.218% | |
| 11/6/2025 | Assetmark Inc. | 58,760 | $3.62M | 0.0% | +26.8% | 3.093% | |
| 10/30/2025 | BIP Wealth LLC | 10,694 | $658K | 0.0% | +34.6% | 0.563% | |
| 10/27/2025 | Versant Capital Management Inc | 33,694 | $2.07M | 0.3% | +6.4% | 1.773% | |
| 10/27/2025 | VanderPol Investments L.L.C. | 5,509 | $342K | 0.6% | +11.9% | 0.290% | |
| 10/27/2025 | Prosperitas Financial LLC | 4,961 | $305K | 0.1% | N/A | 0.261% | |
| 10/24/2025 | Hemington Wealth Management | 316,361 | $19.47M | 2.5% | +7.7% | 16.651% | |
| 10/21/2025 | Applied Capital LLC | 6,186 | $381K | 0.2% | +7.6% | 0.326% | |
| 10/20/2025 | Pure Financial Advisors LLC | 126,222 | $7.77M | 0.1% | +14.6% | 6.643% | |
| 10/16/2025 | Cordant Inc. | 34,003 | $2.09M | 0.9% | +19.9% | 1.790% | |
| 10/15/2025 | Vestia Personal Wealth Advisors | 6,296 | $387K | 0.2% | N/A | 0.331% | |
| 10/14/2025 | Farther Finance Advisors LLC | 900 | $55K | 0.0% | N/A | 0.047% | |
| 10/14/2025 | Evanson Asset Management LLC | 20,583 | $1.27M | 0.1% | +18.2% | 1.083% | |
| 10/10/2025 | BCR Wealth Strategies LLC | 257,886 | $15.87M | 5.6% | +0.4% | 13.573% | |
| 8/15/2025 | MML Investors Services LLC | 29,636 | $1.72M | 0.0% | +36.6% | 1.646% | |
| 8/14/2025 | Jane Street Group LLC | 69,070 | $4.01M | 0.0% | +19.6% | 3.837% | |
| 8/13/2025 | Flow Traders U.S. LLC | 27,058 | $1.57M | 0.1% | N/A | 1.503% | |
| 8/4/2025 | Assetmark Inc. | 46,358 | $2.69M | 0.0% | N/A | 2.649% | |
| 7/31/2025 | BIP Wealth LLC | 7,943 | $461K | 0.0% | N/A | 0.454% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 921 | $53K | 0.0% | N/A | 0.053% | |
| 7/25/2025 | Hemington Wealth Management | 293,725 | $17.05M | 2.5% | +2.3% | 16.784% | |
| 7/25/2025 | BCR Wealth Strategies LLC | 256,769 | $14.91M | 5.8% | -4.1% | 14.673% | |
| 7/24/2025 | VanderPol Investments L.L.C. | 4,925 | $286K | 0.6% | +3.6% | 0.281% | |
| 7/18/2025 | Pure Financial Advisors LLC | 110,134 | $6.39M | 0.1% | +27.0% | 6.293% | |
| 7/18/2025 | FMB Wealth Management | 208,066 | $12.08M | 5.8% | -1.0% | 11.559% | |
| 7/15/2025 | Cordant Inc. | 28,348 | $1.65M | 0.8% | +14.1% | 1.620% | |
| 7/7/2025 | Versant Capital Management Inc | 31,671 | $1.84M | 0.3% | -7.5% | 1.810% | |
| 5/19/2025 | Jane Street Group LLC | 57,727 | $3.00M | 0.0% | -54.3% | 3.848% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 4,756 | $247K | 0.5% | N/A | 0.317% | |
| 5/9/2025 | Hemington Wealth Management | 287,204 | $14.90M | 2.3% | N/A | 19.147% | |
| 5/9/2025 | BCR Wealth Strategies LLC | 267,847 | $13.90M | 6.1% | +0.5% | 17.856% | |
| 4/23/2025 | Pure Financial Advisors LLC | 86,743 | $4.50M | 0.1% | +141.3% | 5.783% | |
| 4/22/2025 | Cordant Inc. | 24,850 | $1.29M | 0.7% | +140.1% | 1.714% | |
| 4/22/2025 | Evanson Asset Management LLC | 17,263 | $896K | 0.1% | +1.6% | 1.191% | |
| 4/15/2025 | FMB Wealth Management | 210,118 | $10.90M | 6.0% | -7.3% | 14.491% | |
| 4/3/2025 | Versant Capital Management Inc | 34,244 | $1.78M | 0.3% | +329.0% | 2.362% | |
| 2/14/2025 | Jane Street Group LLC | 126,239 | $6.07M | 0.0% | +11.6% | 0.000% | |
| 2/12/2025 | OLD Mission Capital LLC | 20,117 | $967K | 0.0% | +299.2% | 0.000% | |
| 1/29/2025 | BCR Wealth Strategies LLC | 266,569 | $12.82M | 6.0% | +10.7% | 0.000% | |
| 1/23/2025 | Applied Capital LLC | 5,846 | $281K | 0.1% | N/A | 0.000% | |
| 1/16/2025 | Pure Financial Advisors LLC | 35,953 | $1.73M | 0.0% | N/A | 0.000% | |
| 1/16/2025 | Evanson Asset Management LLC | 16,989 | $817K | 0.1% | N/A | 0.000% | |
| 1/15/2025 | Cordant Inc. | 10,348 | $498K | 0.3% | N/A | 0.000% | |
| 1/3/2025 | Versant Capital Management Inc | 7,982 | $384K | 0.1% | N/A | 0.000% | |
| 11/19/2024 | McIlrath & Eck LLC | 3,853 | $202K | 0.0% | N/A | 0.000% | |
| 11/15/2024 | Jane Street Group LLC | 113,091 | $5.92M | 0.0% | N/A | 0.000% | |
| 11/4/2024 | FMB Wealth Management | 226,870 | $11.87M | 6.7% | N/A | 0.000% | |