| 7/7/2026 | Fermata Advisors LLC | 11,475 | $260K | 0.1% | -7.5% | 0.103% | |
| 5/18/2026 | Royal Bank of Canada | 605,505 | $14.50M | 0.0% | -4.7% | 5.431% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 47,440 | $1.14M | 0.0% | N/A | 0.425% | |
| 5/13/2026 | Cetera Investment Advisers | 54,761 | $1.31M | 0.0% | +39.3% | 0.491% | |
| 5/5/2026 | Sigma Planning Corp | 30,140 | $722K | 0.0% | +6.2% | 0.270% | |
| 5/4/2026 | Team Financial Group LLC | 125,260 | $3.00M | 1.4% | -0.5% | 1.123% | |
| 5/1/2026 | Fifth Third Bancorp | 5,605 | $134K | 0.0% | N/A | 0.050% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 31,895 | $765K | 0.2% | +6.6% | 0.286% | |
| 4/30/2026 | Kestra Advisory Services LLC | 255,960 | $6.13M | 0.0% | +7.3% | 2.296% | |
| 4/27/2026 | Private Advisor Group LLC | 32,169 | $770K | 0.0% | -1.7% | 0.287% | |
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| 4/20/2026 | Kestra Private Wealth Services LLC | 42,476 | $1.02M | 0.0% | +16.0% | 0.383% | |
| 4/16/2026 | Warren Street Wealth Advisors LLC | 560,456 | $13.42M | 3.4% | -11.6% | 5.049% | |
| 2/17/2026 | Cetera Investment Advisers | 39,306 | $831K | 0.0% | +24.9% | 0.373% | |
| 2/17/2026 | Osaic Holdings Inc. | 40,095 | $848K | 0.0% | -37.3% | 0.380% | |
| 2/17/2026 | &PARTNERS | 40,256 | $852K | 0.0% | +5.8% | 0.382% | |
| 2/17/2026 | Royal Bank of Canada | 635,478 | $13.44M | 0.0% | +2.2% | 6.023% | |
| 2/16/2026 | MML Investors Services LLC | 13,139 | $278K | 0.0% | +20.6% | 0.125% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 1,587 | $34K | 0.0% | N/A | 0.015% | |
| 2/13/2026 | Kestra Advisory Services LLC | 238,466 | $5.04M | 0.0% | +32.2% | 2.260% | |
| 2/13/2026 | Wright Wealth LLC | 291,065 | $6.16M | 4.0% | N/A | 2.759% | |
| 2/13/2026 | Stifel Financial Corp | 22,213 | $470K | 0.0% | +4.4% | 0.211% | |
| 2/13/2026 | Arkadios Wealth Advisors | 17,097 | $362K | 0.0% | -12.5% | 0.162% | |
| 2/13/2026 | Wells Fargo & Company MN | 583,291 | $12.34M | 0.0% | +4.2% | 5.529% | |
| 2/12/2026 | Wayfinding Financial LLC | 109,380 | $2.31M | 1.0% | -0.4% | 1.037% | |
| 2/11/2026 | Cerity Partners LLC | 21,015 | $444K | 0.0% | +3.2% | 0.199% | |
| 2/11/2026 | LPL Financial LLC | 255,484 | $5.40M | 0.0% | +138.0% | 2.422% | |
| 2/6/2026 | Empirical Asset Management LLC | 28,879 | $611K | 0.1% | -47.5% | 0.274% | |
| 2/4/2026 | Global Wealth Management Investment Advisory Inc. | 40,385 | $854K | 0.1% | N/A | 0.386% | |
| 1/30/2026 | Covenant Asset Management LLC | 18,253 | $386K | 0.0% | +47.5% | 0.175% | |
| 1/29/2026 | Comerica Bank | 3,165 | $67K | 0.0% | +32.2% | 0.034% | |
| 1/29/2026 | Warren Street Wealth Advisors LLC | 633,999 | $13.41M | 3.8% | +2.5% | 6.781% | |
| 1/26/2026 | Merit Financial Group LLC | 10,740 | $227K | 0.0% | +7.9% | 0.120% | |
| 1/26/2026 | XY Planning Network Inc. | 17,109 | $362K | 0.1% | N/A | 0.191% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 1,855 | $39K | 0.0% | N/A | 0.022% | |
| 1/21/2026 | Leo Wealth LLC | 448,948 | $9.50M | 0.7% | +75.0% | 5.220% | |
| 1/13/2026 | Team Financial Group LLC | 125,846 | $2.66M | 1.2% | +11.4% | 1.507% | |
| 1/13/2026 | NerdWallet Wealth Partners LLC | 67,921 | $1.43M | 0.7% | +21.0% | 0.813% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 36,930 | $790K | 0.0% | -9.9% | 0.492% | |
| 11/17/2025 | Susquehanna International Group LLP | 39,581 | $847K | 0.0% | +109.8% | 0.528% | |
| 11/17/2025 | Flow Traders U.S. LLC | 45,884 | $981K | 0.0% | N/A | 0.612% | |
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| 11/14/2025 | Raymond James Financial Inc. | 13,230 | $283K | 0.0% | -38.3% | 0.176% | |
| 11/14/2025 | Wayfinding Financial LLC | 109,846 | $2.35M | 1.0% | -0.5% | 1.465% | |
| 11/14/2025 | von Borstel & Associates Inc. | 110,010 | $2.30M | 0.4% | N/A | 1.467% | |
| 11/13/2025 | NerdWallet Wealth Partners LLC | 56,140 | $1.20M | 0.6% | N/A | 0.749% | |
| 11/12/2025 | Empirical Asset Management LLC | 55,016 | $1.18M | 0.2% | -60.1% | 0.734% | |
| 11/6/2025 | REAP Financial Group LLC | 18,372 | $393K | 0.1% | -5.8% | 0.245% | |
| 11/6/2025 | Roman Butler Fullerton & Co. | 29,597 | $609K | 0.2% | N/A | 0.395% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 22,207 | $475K | 0.0% | -9.1% | 0.296% | |
| 10/31/2025 | OneAscent Financial Services LLC | 36,021 | $771K | 0.1% | +2.5% | 0.480% | |
| 10/31/2025 | Frazier Financial Advisors LLC | 3,530 | $76K | 0.0% | +367.5% | 0.047% | |
| 10/29/2025 | Arkadios Wealth Advisors | 19,549 | $418K | 0.0% | -3.2% | 0.262% | |
| 10/17/2025 | Warren Street Wealth Advisors LLC | 618,316 | $13.23M | 3.9% | -2.8% | 8.244% | |
| 9/4/2025 | Osaic Holdings Inc. | 63,927 | $1.27M | 0.0% | +20.0% | 0.907% | |
| 8/14/2025 | Raymond James Financial Inc. | 21,450 | $427K | 0.0% | +99.8% | 0.304% | |
| 8/8/2025 | Cetera Investment Advisers | 22,338 | $444K | 0.0% | +20.2% | 0.319% | |
| 8/5/2025 | Sigma Planning Corp | 26,560 | $528K | 0.0% | +4.2% | 0.379% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 24,429 | $486K | 0.0% | -45.7% | 0.349% | |
| 7/29/2025 | Empirical Asset Management LLC | 137,848 | $2.74M | 0.8% | +0.5% | 1.969% | |
| 7/24/2025 | Leo Wealth LLC | 417,436 | $8.31M | 0.6% | +60.0% | 5.963% | |
| 7/23/2025 | REAP Financial Group LLC | 19,506 | $388K | 0.1% | -6.2% | 0.279% | |
| 7/18/2025 | Warren Street Wealth Advisors LLC | 636,417 | $12.66M | 4.2% | +7.5% | 9.092% | |
| 7/9/2025 | Fermata Advisors LLC | 13,887 | $276K | 0.1% | -10.2% | 0.198% | |
| 5/15/2025 | Royal Bank of Canada | 600,826 | $11.78M | 0.0% | +11.8% | 8.901% | |
| 5/14/2025 | Kestra Advisory Services LLC | 268,924 | $5.27M | 0.0% | +1,625.6% | 3.984% | |
| 5/12/2025 | Townsquare Capital LLC | 586,058 | $11.49M | 0.1% | +6.6% | 9.086% | |
| 5/7/2025 | LPL Financial LLC | 115,586 | $2.27M | 0.0% | +11.9% | 1.792% | |
| 5/7/2025 | First Heartland Consultants Inc. | 245,533 | $4.81M | 0.5% | N/A | 3.807% | |
| 5/6/2025 | Cetera Investment Advisers | 18,590 | $364K | 0.0% | +49.2% | 0.288% | |
| 5/5/2025 | OneAscent Financial Services LLC | 35,759 | $701K | 0.0% | +3.6% | 0.554% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 38,803 | $761K | 0.0% | +23.1% | 0.602% | |
| 5/5/2025 | Private Advisor Group LLC | 536,526 | $10.52M | 0.1% | +44.1% | 8.318% | |
| 5/2/2025 | Leo Wealth LLC | 260,863 | $5.11M | 0.7% | -33.5% | 4.044% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 44,991 | $882K | 0.0% | +26.9% | 0.698% | |
| 4/29/2025 | Wayfinding Financial LLC | 113,780 | $2.23M | 1.0% | -27.5% | 1.764% | |
| 4/23/2025 | Team Financial Group LLC | 103,934 | $2.04M | 1.2% | -4.8% | 1.611% | |
| 4/11/2025 | Fortress Financial Group LLC | 32,708 | $641K | 0.6% | -19.1% | 0.430% | |
| 4/10/2025 | Fermata Advisors LLC | 15,467 | $303K | 0.1% | -7.1% | 0.204% | |
| 4/10/2025 | Warren Street Wealth Advisors LLC | 591,957 | $11.61M | 4.5% | +6.2% | 7.789% | |
| 2/27/2025 | REAP Financial Group LLC | 26,388 | $497K | 0.1% | -14.1% | 0.367% | |
| 2/25/2025 | Armis Advisers LLC | 72,108 | $1.36M | 0.2% | N/A | 1.002% | |
| 2/17/2025 | Cetera Investment Advisers | 12,460 | $235K | 0.0% | -52.8% | 0.173% | |
| 2/14/2025 | Jane Street Group LLC | 27,475 | $517K | 0.0% | N/A | 0.382% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 28,320 | $533K | 0.0% | -12.0% | 0.393% | |
| 2/13/2025 | Townsquare Capital LLC | 550,020 | $10.35M | 0.1% | +25.8% | 7.639% | |
| 2/13/2025 | Raymond James Financial Inc. | 40,128 | $755K | 0.0% | N/A | 0.557% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 35,445 | $667K | 0.0% | -48.0% | 0.492% | |
| 2/13/2025 | Wells Fargo & Company MN | 454,068 | $8.55M | 0.0% | +2.9% | 6.307% | |
| 2/12/2025 | OneAscent Financial Services LLC | 34,526 | $650K | 0.1% | N/A | 0.480% | |
| 2/11/2025 | LPL Financial LLC | 103,299 | $1.95M | 0.0% | -4.0% | 1.435% | |
| 2/11/2025 | Wayfinding Financial LLC | 156,968 | $2.95M | 1.6% | -0.6% | 2.180% | |
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| 2/7/2025 | HighTower Advisors LLC | 106,719 | $2.01M | 0.0% | N/A | 1.482% | |
| 2/6/2025 | Raymond James Financial Inc. | 40,128 | $755K | 0.0% | N/A | 0.557% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,582 | $105K | 0.0% | N/A | 0.078% | |
| 2/5/2025 | Fortress Financial Group LLC | 40,407 | $761K | 0.8% | N/A | 0.561% | |
| 2/3/2025 | Sigma Planning Corp | 25,501 | $480K | 0.0% | +17.3% | 0.354% | |
| 2/3/2025 | Private Advisor Group LLC | 372,241 | $7.01M | 0.0% | +63.8% | 5.170% | |
| 1/30/2025 | Covenant Asset Management LLC | 12,325 | $232K | 0.0% | -4.7% | 0.171% | |
| 1/29/2025 | Warren Street Wealth Advisors LLC | 557,326 | $10.49M | 4.3% | +3.4% | 7.741% | |
| 1/21/2025 | Team Financial Group LLC | 109,120 | $2.05M | 1.2% | +2.0% | 1.516% | |
| 1/15/2025 | Arkadios Wealth Advisors | 19,923 | $375K | 0.0% | -5.2% | 0.277% | |