| 10/15/2026 | First Pacific Financial | 6,804 | $542K | 0.1% | -4.0% | 0.284% | |
| 10/14/2026 | Stonehearth Capital Management LLC | 22,035 | $1.76M | 0.6% | N/A | 0.918% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 62,072 | $5.00M | 0.0% | +23.1% | 2.586% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 5,086 | $410K | 0.0% | -2.6% | 0.212% | |
| 8/21/2026 | Mason & Associates Inc | 2,600 | $210K | 0.0% | N/A | 0.111% | |
| 8/21/2026 | Natural Investments LLC | 43,995 | $3.55M | 0.8% | -2.8% | 1.872% | |
| 8/21/2026 | R. W. Roge & Company Inc. | 2,933 | $236K | 0.1% | N/A | 0.125% | |
| 5/16/2026 | Quantinno Capital Management LP | 7,035 | $465K | 0.0% | N/A | 0.299% | |
| 5/14/2026 | Modern Wealth Management LLC | 43,937 | $2.94M | 0.1% | -8.6% | 1.870% | |
| 5/13/2026 | Cetera Investment Advisers | 5,457 | $361K | 0.0% | +12.7% | 0.232% | |
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| 4/30/2026 | Kestra Advisory Services LLC | 6,182 | $409K | 0.0% | +25.8% | 0.269% | |
| 4/28/2026 | Westfuller Advisors LLC | 2,027 | $134K | 0.1% | N/A | 0.088% | |
| 4/28/2026 | Ascentis Independent Advisors | 3,561 | $235K | 0.0% | N/A | 0.152% | |
| 4/27/2026 | PFG Investments LLC | 12,309 | $813K | 0.0% | +9.8% | 0.524% | |
| 4/24/2026 | First Pacific Financial | 8,479 | $560K | 0.1% | -1.9% | 0.361% | |
| 4/18/2026 | Stonehearth Capital Management LLC | 22,137 | $1.46M | 0.6% | -6.2% | 0.942% | |
| 4/16/2026 | Allegheny Financial Group | 5,886 | $389K | 0.1% | -16.4% | 0.250% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,762 | $246K | 0.0% | +514.7% | 0.160% | |
| 2/17/2026 | Cetera Investment Advisers | 4,842 | $316K | 0.0% | -18.5% | 0.206% | |
| 2/17/2026 | Osaic Holdings Inc. | 18,313 | $1.20M | 0.0% | -16.3% | 0.779% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 5,270 | $344K | 0.0% | N/A | 0.224% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 10,481 | $684K | 0.0% | -7.8% | 0.446% | |
| 2/11/2026 | LPL Financial LLC | 39,390 | $2.57M | 0.0% | +23.4% | 1.676% | |
| 2/11/2026 | Franklin Resources Inc. | 1,625 | $106K | 0.0% | -99.0% | 0.069% | |
| 2/10/2026 | WCG Wealth Advisors LLC | 61,192 | $4.00M | 0.1% | +403.6% | 2.604% | |
| 2/9/2026 | Harbour Investments Inc. | 15,220 | $994K | 0.0% | -73.0% | 0.648% | |
| 2/6/2026 | SGL Investment Advisors Inc. | 7,267 | $493K | 0.2% | +4.5% | 0.309% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 44,923 | $2.93M | 0.0% | +16.6% | 1.912% | |
| 2/4/2026 | Bailard Inc. | 64,285 | $4.20M | 0.1% | +0.6% | 2.736% | |
| 2/2/2026 | Allegheny Financial Group | 7,043 | $460K | 0.1% | -67.3% | 0.300% | |
| 1/27/2026 | Evergreen Capital Management LLC | 11,794 | $770K | 0.0% | +2.1% | 0.502% | |
| 1/26/2026 | PFG Investments LLC | 11,210 | $732K | 0.0% | -4.3% | 0.477% | |
| 1/23/2026 | Natural Investments LLC | 36,934 | $2.41M | 0.6% | N/A | 1.572% | |
| 1/21/2026 | Walkner Condon Financial Advisors LLC | 14,156 | $924K | 0.1% | +12.2% | 0.602% | |
| 1/16/2026 | First Pacific Financial | 8,647 | $565K | 0.1% | -20.9% | 0.368% | |
| 1/14/2026 | ORG Partners LLC | 3,561 | $233K | 0.0% | -12.3% | 0.152% | |
| 11/17/2025 | Flow Traders U.S. LLC | 3,600 | $229K | 0.0% | -25.3% | 0.147% | |
| 11/14/2025 | Two Sigma Investments LP | 5,200 | $331K | 0.0% | N/A | 0.212% | |
| 11/14/2025 | WCG Wealth Advisors LLC | 12,150 | $774K | 0.0% | -68.8% | 0.496% | |
| 11/13/2025 | UBS Group AG | 11,935 | $760K | 0.0% | -22.6% | 0.487% | |
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| 11/13/2025 | Modern Wealth Management LLC | 49,422 | $3.15M | 0.1% | -4.3% | 2.017% | |
| 11/10/2025 | GGM Financials LLC | 621 | $40K | 0.0% | N/A | 0.025% | |
| 11/6/2025 | Allegheny Financial Group | 21,516 | $1.37M | 0.3% | +5.4% | 0.878% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 7,850 | $500K | 0.0% | -2.3% | 0.320% | |
| 11/4/2025 | SGL Investment Advisors Inc. | 6,955 | $449K | 0.2% | +3.6% | 0.284% | |
| 10/31/2025 | PFG Investments LLC | 11,717 | $746K | 0.0% | -3.0% | 0.478% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 38,515 | $2.45M | 0.0% | +5.6% | 1.572% | |
| 10/30/2025 | Bailard Inc. | 63,903 | $4.07M | 0.1% | -0.6% | 2.608% | |
| 10/30/2025 | Impact Investors Inc | 10,613 | $676K | 0.4% | -10.5% | 0.433% | |
| 10/29/2025 | Walkner Condon Financial Advisors LLC | 12,616 | $803K | 0.1% | +4.9% | 0.515% | |
| 10/21/2025 | First Pacific Financial | 10,934 | $696K | 0.1% | -43.2% | 0.446% | |
| 10/17/2025 | Ethic Inc. | 7,161 | $456K | 0.0% | -2.6% | 0.292% | |
| 10/17/2025 | FSM Wealth Advisors LLC | 8,361 | $532K | 0.1% | -8.9% | 0.341% | |
| 10/15/2025 | CWM LLC | 1,175 | $75K | 0.0% | -68.0% | 0.048% | |
| 9/4/2025 | Osaic Holdings Inc. | 36,938 | $2.15M | 0.0% | +46.1% | 1.449% | |
| 8/16/2025 | Evergreen Capital Management LLC | 11,611 | $675K | 0.0% | -3.5% | 0.455% | |
| 8/15/2025 | Modern Wealth Management LLC | 51,652 | $3.00M | 0.1% | N/A | 2.026% | |
| 8/13/2025 | Sonoma Private Wealth LLC | 8,765 | $510K | 0.6% | -3.3% | 0.344% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 38,997 | $2.27M | 0.1% | +39.2% | 1.529% | |
| 8/8/2025 | Cetera Investment Advisers | 3,676 | $214K | 0.0% | -4.9% | 0.144% | |
| 8/8/2025 | Bailard Inc. | 64,317 | $3.74M | 0.1% | +0.6% | 2.522% | |
| 8/6/2025 | Walkner Condon Financial Advisors LLC | 12,022 | $699K | 0.1% | +1.9% | 0.471% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 8,034 | $467K | 0.0% | -2.8% | 0.315% | |
| 7/31/2025 | FSM Wealth Advisors LLC | 9,173 | $544K | 0.1% | N/A | 0.360% | |
| 7/30/2025 | Ethic Inc. | 7,349 | $428K | 0.0% | +2.7% | 0.288% | |
| 7/28/2025 | Harbour Investments Inc. | 57,982 | $3.37M | 0.1% | +0.5% | 2.274% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 36,462 | $2.12M | 0.0% | -9.3% | 1.430% | |
| 7/25/2025 | CWM LLC | 3,670 | $213K | 0.0% | -74.8% | 0.144% | |
| 7/25/2025 | Natural Investments LLC | 38,708 | $2.25M | 0.6% | +0.8% | 1.518% | |
| 7/22/2025 | Financial Insights Inc. | 11,113 | $646K | 0.2% | -74.1% | 0.436% | |
| 7/21/2025 | Impact Investors Inc | 11,855 | $689K | 0.5% | N/A | 0.465% | |
| 7/18/2025 | First Pacific Financial | 19,266 | $1.12M | 0.2% | -30.6% | 0.756% | |
| 7/18/2025 | PFG Investments LLC | 12,078 | $702K | 0.0% | -45.0% | 0.474% | |
| 5/15/2025 | Royal Bank of Canada | 4,159 | $228K | 0.0% | -9.4% | 0.151% | |
| 5/15/2025 | Evergreen Capital Management LLC | 12,031 | $662K | 0.0% | +2.0% | 0.437% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 28,006 | $1.54M | 0.1% | -6.3% | 1.018% | |
| 5/13/2025 | Cresset Asset Management LLC | 17,832 | $981K | 0.0% | +3.2% | 0.648% | |
| 5/9/2025 | Natural Investments LLC | 38,415 | $2.11M | 0.6% | +5.2% | 1.397% | |
| 5/9/2025 | SGL Investment Advisors Inc. | 6,550 | $362K | 0.2% | +7.6% | 0.238% | |
| 5/9/2025 | Blair William & Co. IL | 2,216 | $122K | 0.0% | -55.3% | 0.081% | |
| 5/8/2025 | Harbour Investments Inc. | 57,711 | $3.17M | 0.1% | -3.8% | 2.099% | |
| 5/7/2025 | Creekside Partners | 6,342 | $349K | 0.2% | -21.2% | 0.231% | |
| 5/7/2025 | LPL Financial LLC | 63,389 | $3.49M | 0.0% | -49.2% | 2.305% | |
| 5/6/2025 | Cetera Investment Advisers | 3,867 | $213K | 0.0% | N/A | 0.141% | |
| 5/2/2025 | Bailard Inc. | 63,946 | $3.52M | 0.1% | +1.4% | 2.325% | |
| 5/1/2025 | CWM LLC | 14,552 | $800K | 0.0% | N/A | 0.529% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 8,267 | $455K | 0.0% | -3.9% | 0.301% | |
| 4/25/2025 | Financial Insights Inc. | 42,888 | $2.36M | 0.9% | -2.5% | 1.560% | |
| 4/24/2025 | TFC Financial Management Inc. | 1,601 | $88K | 0.0% | N/A | 0.058% | |
| 4/23/2025 | First Pacific Financial | 27,769 | $1.53M | 0.3% | -9.9% | 1.010% | |
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| 4/23/2025 | Walkner Condon Financial Advisors LLC | 11,803 | $649K | 0.1% | +3.4% | 0.429% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,609 | $418K | 0.0% | -65.1% | 0.277% | |
| 4/22/2025 | PFG Investments LLC | 21,966 | $1.21M | 0.1% | -49.2% | 0.799% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 40,199 | $2.21M | 0.0% | +3.6% | 1.462% | |
| 4/1/2025 | Stonehearth Capital Management LLC | 23,603 | $1.30M | 0.5% | -38.1% | 0.843% | |
| 3/5/2025 | Financial Insights Inc. | 43,996 | $2.63M | 1.0% | +2.5% | 1.517% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 29,885 | $1.79M | 0.1% | +2.5% | 0.934% | |
| 2/17/2025 | Ethic Inc. | 7,718 | $461K | 0.0% | -23.0% | 0.241% | |
| 2/17/2025 | Allegheny Financial Group | 19,440 | $1.16M | 0.3% | +3.8% | 0.608% | |
| 2/14/2025 | Berger Financial Group Inc | 4,023 | $240K | 0.0% | -10.8% | 0.126% | |