| 7/2/2026 | Versant Capital Management Inc | 170,886 | $11.36M | 1.0% | +315.3% | 2.589% | |
| 6/11/2026 | E Wealth Partners LLC | 38,278 | $2.27M | 1.8% | +22.1% | 0.617% | |
| 5/19/2026 | Winnow Wealth LLC | 4,844 | $287K | 0.2% | +874.6% | 0.078% | |
| 5/18/2026 | Royal Bank of Canada | 2,269 | $134K | 0.0% | N/A | 0.037% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 4,293 | $255K | 0.0% | N/A | 0.069% | |
| 5/6/2026 | Assetmark Inc. | 63,780 | $3.79M | 0.0% | +6.8% | 1.029% | |
| 5/5/2026 | Financial Harvest LLC | 74,011 | $4.39M | 2.6% | +18.5% | 1.194% | |
| 5/5/2026 | Nwam LLC | 7,465 | $443K | 0.0% | +27.9% | 0.120% | |
| 5/1/2026 | American Trust | 262,819 | $15.60M | 1.4% | +4.4% | 4.309% | |
| 5/1/2026 | BCR Wealth Strategies LLC | 788,878 | $46.82M | 14.7% | +6.2% | 12.932% | |
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| 4/29/2026 | Rockwood Wealth Management LLC | 27,827 | $1.65M | 0.1% | +2.6% | 0.456% | |
| 4/29/2026 | Corus Family Wealth Advisors | 111,973 | $6.65M | 5.4% | +40.5% | 1.836% | |
| 4/28/2026 | LVZ Inc. | 104,420 | $6.20M | 0.7% | +13.0% | 1.712% | |
| 4/27/2026 | BIP Wealth LLC | 25,225 | $1.50M | 0.1% | +13.1% | 0.414% | |
| 4/27/2026 | Private Advisor Group LLC | 55,877 | $3.32M | 0.0% | +10.9% | 0.916% | |
| 4/27/2026 | Financial Plan Inc. | 13,666 | $811K | 0.1% | +6.4% | 0.224% | |
| 4/20/2026 | 25 LLC | 4,182 | $248K | 0.1% | +11.8% | 0.069% | |
| 4/20/2026 | Live Oak Private Wealth LLC | 9,275 | $550K | 0.1% | +55.0% | 0.152% | |
| 4/20/2026 | RFG Advisory LLC | 304,424 | $18.07M | 0.3% | +18.6% | 4.991% | |
| 4/20/2026 | Apella Capital LLC | 9,797 | $626K | 0.0% | -2.3% | 0.161% | |
| 3/4/2026 | Pure Financial Advisors LLC | 199,595 | $11.93M | 0.2% | +8.8% | 3.629% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 684,311 | $40.91M | 0.3% | N/A | 12.442% | |
| 2/18/2026 | Stage Harbor Financial LLC | 63,875 | $3.82M | 2.6% | +21.9% | 1.161% | |
| 2/18/2026 | American Trust | 251,780 | $15.05M | 1.3% | N/A | 4.578% | |
| 2/17/2026 | Private Advisor Group LLC | 50,373 | $3.01M | 0.0% | +134.6% | 0.916% | |
| 2/16/2026 | MML Investors Services LLC | 89,863 | $5.37M | 0.0% | +0.7% | 1.634% | |
| 2/13/2026 | CreativeOne Wealth LLC | 18,657 | $1.12M | 0.0% | N/A | 0.339% | |
| 2/13/2026 | Archvest Wealth Advisors Inc. | 12,588 | $753K | 0.5% | +4.3% | 0.229% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 5,776 | $345K | 0.0% | +12.5% | 0.105% | |
| 2/12/2026 | Dimensional Fund Advisors LP | 45,000 | $2.69M | 0.0% | -55.0% | 0.818% | |
| 2/11/2026 | Winnow Wealth LLC | 497 | $30K | 0.0% | N/A | 0.009% | |
| 2/11/2026 | Tencap Wealth Coaching LLC | 1,183,364 | $70.79M | 26.8% | N/A | 21.516% | |
| 2/10/2026 | Archvest Wealth Advisors Inc. | 9,266 | $554K | 0.2% | -23.2% | 0.168% | |
| 2/10/2026 | Financial Harvest LLC | 62,461 | $3.73M | 2.3% | +21.9% | 1.136% | |
| 2/4/2026 | VanderPol Investments L.L.C. | 22,377 | $1.34M | 2.3% | +33.4% | 0.407% | |
| 2/4/2026 | Corus Family Wealth Advisors | 79,682 | $4.76M | 3.8% | +30.9% | 1.449% | |
| 2/4/2026 | Pure Financial Advisors LLC | 199,595 | $11.93M | 0.2% | +8.8% | 3.629% | |
| 2/4/2026 | Nwam LLC | 5,836 | $363K | 0.0% | +18.2% | 0.106% | |
| 2/3/2026 | RFG Advisory LLC | 256,788 | $15.35M | 0.3% | +1.4% | 4.669% | |
| 2/2/2026 | Vista Capital Partners Inc. | 12,639 | $756K | 0.1% | +36.5% | 0.230% | |
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| 2/2/2026 | LVZ Inc. | 92,388 | $5.52M | 0.6% | +13.6% | 1.680% | |
| 1/29/2026 | Rockwood Wealth Management LLC | 27,111 | $1.62M | 0.1% | +2.2% | 0.493% | |
| 1/28/2026 | Financial Plan Inc. | 12,845 | $768K | 0.1% | N/A | 0.234% | |
| 1/27/2026 | Vestia Personal Wealth Advisors | 8,911 | $552K | 0.3% | -7.5% | 0.162% | |
| 1/26/2026 | WorthPointe LLC | 3,900 | $233K | 0.1% | N/A | 0.072% | |
| 1/23/2026 | BCR Wealth Strategies LLC | 743,114 | $44.42M | 14.7% | +2.0% | 13.761% | |
| 1/23/2026 | Assetmark Inc. | 59,706 | $3.57M | 0.0% | +14.7% | 1.106% | |
| 1/23/2026 | Live Oak Private Wealth LLC | 5,985 | $358K | 0.0% | +74.6% | 0.111% | |
| 1/22/2026 | FMB Wealth Management | 328,843 | $19.66M | 7.8% | -3.0% | 6.090% | |
| 1/21/2026 | BIP Wealth LLC | 22,304 | $1.33M | 0.0% | +12.9% | 0.413% | |
| 1/21/2026 | Daytona Street Capital LLC | 6,644 | $397K | 0.3% | N/A | 0.123% | |
| 1/21/2026 | Signature Resources Capital Management LLC | 4,664 | $279K | 0.1% | +427.0% | 0.086% | |
| 1/16/2026 | Applied Capital LLC | 15,166 | $907K | 0.3% | +5.3% | 0.281% | |
| 1/15/2026 | 25 LLC | 3,741 | $224K | 0.1% | N/A | 0.069% | |
| 1/14/2026 | BCO Wealth Management LLC | 8,118 | $485K | 0.3% | +6.7% | 0.150% | |
| 1/12/2026 | Evanson Asset Management LLC | 14,112 | $844K | 0.0% | +2.3% | 0.261% | |
| 12/17/2025 | Financial Symmetry Inc | 11,609 | $678K | 0.3% | +15.2% | 0.228% | |
| 11/18/2025 | Corus Family Wealth Advisors | 60,886 | $3.56M | 2.6% | +63.5% | 1.194% | |
| 11/17/2025 | Citadel Advisors LLC | 8,713 | $509K | 0.0% | -51.3% | 0.171% | |
| 11/13/2025 | Private Advisor Group LLC | 21,473 | $1.26M | 0.0% | +59.2% | 0.421% | |
| 11/12/2025 | TIAA Trust National Association | 3,458 | $202K | 0.0% | N/A | 0.068% | |
| 11/7/2025 | Vista Capital Partners Inc. | 9,262 | $541K | 0.1% | +63.2% | 0.182% | |
| 11/6/2025 | Assetmark Inc. | 52,053 | $3.04M | 0.0% | +28.9% | 1.021% | |
| 11/6/2025 | RFG Advisory LLC | 253,333 | $14.81M | 0.3% | +0.7% | 4.967% | |
| 11/3/2025 | Stage Harbor Financial LLC | 52,379 | $3.06M | 2.2% | +15.4% | 1.027% | |
| 10/30/2025 | BIP Wealth LLC | 19,747 | $1.15M | 0.0% | +29.9% | 0.387% | |
| 10/29/2025 | Archvest Wealth Advisors Inc. | 12,067 | $705K | 0.6% | N/A | 0.237% | |
| 10/28/2025 | Nwam LLC | 4,939 | $288K | 0.0% | N/A | 0.097% | |
| 10/27/2025 | Versant Capital Management Inc | 31,851 | $1.86M | 0.3% | +32.3% | 0.625% | |
| 10/27/2025 | LVZ Inc. | 81,324 | $4.75M | 0.5% | +19.4% | 1.595% | |
| 10/27/2025 | VanderPol Investments L.L.C. | 16,778 | $993K | 1.7% | +5.3% | 0.329% | |
| 10/24/2025 | Monument Group Wealth Advisors LLC | 4,521 | $264K | 0.2% | N/A | 0.089% | |
| 10/24/2025 | Hemington Wealth Management | 674,841 | $39.44M | 5.1% | +11.1% | 13.232% | |
| 10/21/2025 | Applied Capital LLC | 14,401 | $842K | 0.3% | +8.1% | 0.282% | |
| 10/20/2025 | Pure Financial Advisors LLC | 183,394 | $10.72M | 0.2% | +17.3% | 3.596% | |
| 10/17/2025 | Live Oak Private Wealth LLC | 3,427 | $200K | 0.0% | N/A | 0.067% | |
| 10/17/2025 | Apella Capital LLC | 10,011 | $576K | 0.0% | -20.5% | 0.196% | |
| 10/15/2025 | Vestia Personal Wealth Advisors | 9,636 | $563K | 0.3% | +62.6% | 0.201% | |
| 10/14/2025 | Financial Harvest LLC | 51,252 | $3.00M | 2.0% | +30.6% | 1.068% | |
| 10/14/2025 | Evanson Asset Management LLC | 13,794 | $806K | 0.0% | +27.6% | 0.287% | |
| 10/14/2025 | Rockwood Wealth Management LLC | 26,532 | $1.55M | 0.1% | +5.2% | 0.553% | |
| 10/10/2025 | BCR Wealth Strategies LLC | 728,273 | $42.56M | 15.0% | +2.9% | 15.172% | |
| 8/15/2025 | MML Investors Services LLC | 80,571 | $4.37M | 0.0% | +18.9% | 1.790% | |
| 8/14/2025 | Vista Capital Partners Inc. | 5,675 | $308K | 0.0% | N/A | 0.126% | |
| 8/6/2025 | AE Wealth Management LLC | 1,452 | $79K | 0.0% | N/A | 0.033% | |
| 8/4/2025 | Assetmark Inc. | 40,390 | $2.19M | 0.0% | N/A | 0.918% | |
| 8/1/2025 | SwitchPoint Financial Planning LLC | 11,712 | $635K | 0.5% | N/A | 0.266% | |
| 7/31/2025 | BIP Wealth LLC | 15,203 | $824K | 0.1% | +195.8% | 0.346% | |
| 7/29/2025 | Financial Symmetry Inc | 10,081 | $547K | 0.3% | -3.8% | 0.229% | |
| 7/29/2025 | Schubert & Co | 37,247 | $2.02M | 1.4% | N/A | 0.847% | |
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| 7/28/2025 | RFG Advisory LLC | 251,680 | $13.65M | 0.3% | -28.4% | 5.720% | |
| 7/25/2025 | Hemington Wealth Management | 607,471 | $32.94M | 4.8% | +16.0% | 13.806% | |
| 7/25/2025 | BCR Wealth Strategies LLC | 707,516 | $38.37M | 14.9% | +5.3% | 16.080% | |
| 7/24/2025 | VanderPol Investments L.L.C. | 15,940 | $864K | 1.8% | +27.5% | 0.362% | |
| 7/18/2025 | Pure Financial Advisors LLC | 156,379 | $8.48M | 0.1% | +56.5% | 3.554% | |
| 7/18/2025 | BCO Wealth Management LLC | 7,608 | $413K | 0.3% | N/A | 0.173% | |
| 7/18/2025 | FMB Wealth Management | 338,883 | $18.38M | 8.8% | -0.5% | 7.702% | |
| 7/17/2025 | Applied Capital LLC | 13,316 | $722K | 0.3% | +18.2% | 0.303% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 885 | $48K | 0.0% | N/A | 0.020% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 5,928 | $321K | 0.2% | +24.2% | 0.135% | |