| 7/10/2026 | Wealthcare Advisory Partners LLC | 114,276 | $5.56M | 0.1% | +0.5% | 9.523% | |
| 7/9/2026 | Professional Financial Advisors LLC | 53,042 | $2.58M | 0.4% | +3.3% | 4.420% | |
| 2/18/2026 | OLD Mission Capital LLC | 28,591 | $1.08M | 0.0% | +7.9% | 2.599% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,092 | $117K | 0.0% | N/A | 0.281% | |
| 2/12/2026 | Jane Street Group LLC | 5,858 | $221K | 0.0% | -48.3% | 0.533% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 7,265 | $274K | 0.0% | -17.9% | 0.660% | |
| 2/11/2026 | LPL Financial LLC | 34,520 | $1.30M | 0.0% | +2.0% | 3.138% | |
| 2/4/2026 | Drive Wealth Management LLC | 20,453 | $772K | 0.2% | +10.7% | 1.859% | |
| 1/23/2026 | Halbert Hargrove Global Advisors LLC | 6,668 | $252K | 0.0% | -17.7% | 0.702% | |
| 1/15/2026 | Professional Financial Advisors LLC | 71,203 | $2.69M | 0.5% | +1.2% | 7.495% | |
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| 1/14/2026 | Wealthcare Advisory Partners LLC | 114,698 | $4.33M | 0.1% | -2.8% | 12.073% | |
| 1/8/2026 | Fermata Advisors LLC | 5,533 | $209K | 0.1% | N/A | 0.582% | |
| 11/17/2025 | Citadel Advisors LLC | 17,079 | $619K | 0.0% | N/A | 1.798% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 183,923 | $6.66M | 0.1% | -8.4% | 19.360% | |
| 11/7/2025 | Wealthcare Advisory Partners LLC | 118,038 | $4.28M | 0.1% | +1.0% | 12.425% | |
| 10/31/2025 | Drive Wealth Management LLC | 18,469 | $669K | 0.1% | +5.6% | 1.944% | |
| 10/28/2025 | Professional Financial Advisors LLC | 70,354 | $2.55M | 0.5% | +5.1% | 7.406% | |
| 8/14/2025 | Jane Street Group LLC | 8,497 | $282K | 0.0% | -31.7% | 0.894% | |
| 7/30/2025 | Drive Wealth Management LLC | 17,482 | $580K | 0.1% | -14.6% | 1.840% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 116,899 | $3.88M | 0.1% | +0.4% | 12.305% | |
| 7/17/2025 | Halbert Hargrove Global Advisors LLC | 8,309 | $276K | 0.0% | -60.7% | 0.875% | |
| 7/10/2025 | Professional Financial Advisors LLC | 66,970 | $2.22M | 0.5% | +4.0% | 7.049% | |
| 5/19/2025 | Jane Street Group LLC | 12,438 | $373K | 0.0% | N/A | 1.309% | |
| 5/15/2025 | OLD Mission Capital LLC | 19,363 | $581K | 0.0% | +38.1% | 2.038% | |
| 5/12/2025 | Townsquare Capital LLC | 20,464 | $614K | 0.0% | -5.9% | 2.154% | |
| 5/7/2025 | Drive Wealth Management LLC | 20,464 | $614K | 0.1% | -5.9% | 2.154% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 200,018 | $6.01M | 0.1% | +5.0% | 21.055% | |
| 4/23/2025 | Professional Financial Advisors LLC | 64,391 | $1.93M | 0.5% | +1.5% | 6.778% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 21,153 | $635K | 0.0% | -13.1% | 2.227% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 116,472 | $3.50M | 0.1% | +3.0% | 12.260% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 190,584 | $5.47M | 0.1% | +3.0% | 21.176% | |
| 2/12/2025 | OLD Mission Capital LLC | 14,024 | $402K | 0.0% | N/A | 1.558% | |
| 2/11/2025 | LPL Financial LLC | 29,259 | $839K | 0.0% | +18.8% | 3.251% | |
| 2/5/2025 | Halbert Hargrove Global Advisors LLC | 24,347 | $698K | 0.0% | -14.2% | 2.705% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 113,088 | $3.24M | 0.1% | +9.3% | 12.565% | |
| 1/14/2025 | Accurate Wealth Management LLC | 36,795 | $1.03M | 0.2% | -5.7% | 4.088% | |
| 1/14/2025 | Professional Financial Advisors LLC | 63,426 | $1.82M | 0.5% | +2.1% | 7.047% | |
| 11/13/2024 | Townsquare Capital LLC | 21,840 | $703K | 0.0% | N/A | 2.427% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 184,955 | $5.95M | 0.1% | +3.5% | 20.551% | |
| 10/18/2024 | Accurate Wealth Management LLC | 39,036 | $1.22M | 0.2% | +64.3% | 4.337% | |
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| 10/16/2024 | Halbert Hargrove Global Advisors LLC | 28,379 | $913K | 0.1% | -20.5% | 3.153% | |
| 8/15/2024 | AQR Capital Management LLC | 8,187 | $241K | 0.0% | -8.0% | 0.910% | |
| 8/1/2024 | Drive Wealth Management LLC | 21,720 | $640K | 0.2% | +9.8% | 2.413% | |
| 7/18/2024 | Professional Financial Advisors LLC | 62,020 | $1.83M | 0.5% | +2.4% | 6.891% | |
| 7/13/2024 | Fermata Advisors LLC | 6,923 | $204K | 0.0% | N/A | 0.769% | |
| 4/25/2024 | Professional Financial Advisors LLC | 60,544 | $1.71M | 0.5% | +7.9% | 3.105% | |
| 4/22/2024 | Drive Wealth Management LLC | 19,774 | $559K | 0.2% | +19.4% | 1.014% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 94,976 | $2.69M | 0.1% | +118.8% | 4.871% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 43,415 | $1.23M | 0.0% | +11.3% | 2.285% | |
| 1/24/2024 | Halbert Hargrove Global Advisors LLC | 1,153,563 | $32.67M | 2.2% | -1.1% | 60.714% | |
| 1/22/2024 | Drive Wealth Management LLC | 16,565 | $469K | 0.2% | -10.2% | 0.872% | |
| 1/18/2024 | Professional Financial Advisors LLC | 56,117 | $1.59M | 0.5% | +8.0% | 2.954% | |
| 10/25/2023 | Professional Financial Advisors LLC | 51,937 | $1.34M | 0.6% | +1.3% | 2.734% | |
| 10/16/2023 | Halbert Hargrove Global Advisors LLC | 1,165,957 | $30.05M | 2.2% | +4.1% | 61.366% | |
| 10/12/2023 | Wealthcare Advisory Partners LLC | 39,021 | $1.01M | 0.0% | +9.3% | 2.054% | |
| 10/11/2023 | Drive Wealth Management LLC | 18,451 | $475K | 0.2% | -8.0% | 0.971% | |
| 8/15/2023 | Halbert Hargrove Global Advisors LLC | 1,119,620 | $31.22M | 2.3% | -4.0% | 58.927% | |
| 7/31/2023 | LPL Financial LLC | 13,349 | $372K | 0.0% | +4.9% | 0.703% | |
| 7/31/2023 | BlackDiamond Wealth Management Inc. | 61,567 | $1.77M | 1.5% | -31.8% | 3.240% | |
| 7/17/2023 | Wealthcare Advisory Partners LLC | 35,692 | $995K | 0.0% | +32.0% | 1.879% | |
| 7/14/2023 | Drive Wealth Management LLC | 20,064 | $559K | 0.2% | +14.1% | 1.056% | |
| 7/12/2023 | Professional Financial Advisors LLC | 51,271 | $1.43M | 0.7% | N/A | 2.698% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 145,962 | $4.10M | 0.1% | +25.6% | 7.682% | |
| 5/4/2023 | Wealthcare Advisory Partners LLC | 27,031 | $759K | 0.0% | +191.0% | 1.423% | |
| 5/2/2023 | BlackDiamond Wealth Management Inc. | 90,292 | $2.46M | 2.5% | N/A | 4.752% | |
| 4/25/2023 | Halbert Hargrove Global Advisors LLC | 1,166,374 | $32.73M | 2.2% | -8.1% | 61.388% | |
| 4/13/2023 | Drive Wealth Management LLC | 17,583 | $493K | 0.2% | +74.2% | 0.925% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 9,288 | $246K | 0.0% | N/A | 0.516% | |
| 2/2/2023 | Resources Investment Advisors LLC. | 116,220 | $3.08M | 0.1% | +371.6% | 6.457% | |
| 1/27/2023 | Drive Wealth Management LLC | 10,096 | $268K | 0.1% | N/A | 0.561% | |
| 1/25/2023 | Halbert Hargrove Global Advisors LLC | 1,269,330 | $33.68M | 2.4% | +50.9% | 72.533% | |
| 11/15/2022 | Fermata Advisors LLC | 9,103 | $219K | 0.1% | -28.6% | 0.759% | |
| 11/14/2022 | OLD Mission Capital LLC | 132,046 | $3.18M | 0.1% | +18.6% | 11.004% | |
| 11/8/2022 | Resources Investment Advisors LLC. | 24,643 | $594K | 0.0% | N/A | 2.054% | |
| 10/24/2022 | Halbert Hargrove Global Advisors LLC | 841,124 | $20.26M | 1.6% | -4.1% | 70.094% | |
| 8/9/2022 | Fermata Advisors LLC | 12,748 | $363K | 0.1% | -4.0% | 1.062% | |
| 8/5/2022 | Halbert Hargrove Global Advisors LLC | 876,884 | $24.95M | 1.8% | +10.0% | 73.074% | |
| 8/5/2022 | OLD Mission Capital LLC | 111,335 | $3.17M | 0.1% | N/A | 9.278% | |
| 5/13/2022 | Halbert Hargrove Global Advisors LLC | 797,350 | $26.12M | 1.7% | +10.9% | 61.335% | |