| 5/21/2026 | JDM Financial Group LLC | 14,350 | $725K | 0.2% | -9.9% | 0.257% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 9,826 | $497K | 0.0% | N/A | 0.176% | |
| 5/13/2026 | Cetera Investment Advisers | 18,056 | $913K | 0.0% | -7.1% | 0.323% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 78,788 | $3.98M | 0.6% | +60.0% | 1.409% | |
| 5/6/2026 | Assetmark Inc. | 79,673 | $4.03M | 0.0% | N/A | 1.425% | |
| 5/5/2026 | BCGM Wealth Management LLC | 107,931 | $5.46M | 1.4% | +6.8% | 1.931% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,394 | $222K | 0.0% | -21.9% | 0.079% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 17,811 | $903K | 0.1% | -9.9% | 0.319% | |
| 4/27/2026 | Baer Investment Advisory LLC | 31,394 | $1.59M | 0.2% | N/A | 0.562% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 8,821 | $446K | 0.1% | N/A | 0.158% | |
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| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 14,308 | $723K | 0.0% | N/A | 0.256% | |
| 4/22/2026 | Benchmark Financial LLC | 7,758 | $392K | 0.4% | N/A | 0.138% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 9,958 | $503K | 0.1% | N/A | 0.177% | |
| 4/21/2026 | Balance Wealth LLC | 52,451 | $2.65M | 0.8% | +3.5% | 0.933% | |
| 4/20/2026 | Tanager Wealth Management LLP | 230,239 | $11.64M | 1.1% | +21.7% | 4.097% | |
| 2/18/2026 | EP Wealth Advisors LLC | 1,355,710 | $68.76M | 0.4% | N/A | 27.668% | |
| 2/17/2026 | Cetera Investment Advisers | 19,428 | $985K | 0.0% | -2.5% | 0.396% | |
| 2/13/2026 | Inspire Advisors LLC | 14,127 | $717K | 0.1% | +134.3% | 0.288% | |
| 2/13/2026 | Stifel Financial Corp | 37,259 | $1.89M | 0.0% | +23.6% | 0.760% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 46,645 | $2.37M | 0.0% | +38.0% | 0.952% | |
| 2/12/2026 | Jane Street Group LLC | 7,578 | $384K | 0.0% | N/A | 0.155% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 36,040 | $1.83M | 0.0% | +19.6% | 0.736% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 19,640 | $996K | 0.0% | N/A | 0.401% | |
| 2/12/2026 | SmartHarvest Portfolios LLC | 8,767 | $445K | 0.2% | N/A | 0.179% | |
| 2/11/2026 | Cornerstone Advisors Asset Management LLC | 49,230 | $2.50M | 0.4% | N/A | 1.005% | |
| 2/11/2026 | Nemes Rush Group LLC | 17,782 | $902K | 0.1% | +23.9% | 0.363% | |
| 2/10/2026 | One Capital Management LLC | 201,934 | $10.24M | 0.3% | +1.0% | 4.121% | |
| 2/10/2026 | CFS Investment Advisory Services LLC | 19,778 | $1.00M | 0.1% | +17.8% | 0.404% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 90,087 | $4.57M | 0.0% | N/A | 1.839% | |
| 2/3/2026 | Buck Wealth Strategies LLC | 8,761 | $444K | 0.1% | N/A | 0.180% | |
| 2/3/2026 | Indivisible Partners | 4,825 | $245K | 0.0% | N/A | 0.099% | |
| 2/2/2026 | JDM Financial Group LLC | 15,926 | $808K | 0.2% | -10.0% | 0.327% | |
| 1/26/2026 | Tanager Wealth Management LLP | 189,214 | $9.60M | 1.0% | +5.5% | 3.909% | |
| 1/26/2026 | CWM LLC | 352,367 | $17.87M | 0.0% | +4.1% | 7.280% | |
| 1/23/2026 | Farther Finance Advisors LLC | 5,515 | $280K | 0.0% | +37.4% | 0.115% | |
| 1/21/2026 | Balance Wealth LLC | 50,677 | $2.57M | 0.8% | -5.7% | 1.054% | |
| 1/21/2026 | Guild Investment Management Inc. | 5,500 | $280K | 0.2% | +37.5% | 0.114% | |
| 1/15/2026 | Victory Financial Group LLC | 29,257 | $1.48M | 0.2% | +19.5% | 0.608% | |
| 1/14/2026 | Guardian Financial Partners LLC | 5,289 | $268K | 0.1% | -83.5% | 0.111% | |
| 1/7/2026 | Lake Street Private Wealth LLC | 41,839 | $2.12M | 0.3% | +143.1% | 0.879% | |
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| 1/7/2026 | BCGM Wealth Management LLC | 101,105 | $5.13M | 1.3% | +2.6% | 2.124% | |
| 1/5/2026 | CGN Advisors LLC | 19,230 | $975K | 0.1% | +5.8% | 0.404% | |
| 1/1/2026 | JPMorgan Chase & Co. | 3,415 | $174K | 0.0% | N/A | 0.076% | |
| 11/17/2025 | Victory Financial Group LLC | 24,479 | $1.25M | 0.2% | +18.4% | 0.544% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 33,793 | $1.72M | 0.0% | +15.6% | 0.751% | |
| 11/17/2025 | Delos Wealth Advisors LLC | 115,332 | $5.88M | 4.0% | +8.1% | 2.563% | |
| 11/14/2025 | Raymond James Financial Inc. | 15,750 | $803K | 0.0% | +2,388.2% | 0.350% | |
| 11/14/2025 | One Capital Management LLC | 199,857 | $10.19M | 0.3% | +4.5% | 4.441% | |
| 11/13/2025 | Nemes Rush Group LLC | 14,356 | $732K | 0.1% | +60.6% | 0.319% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 30,142 | $1.54M | 0.0% | +250.3% | 0.670% | |
| 11/12/2025 | BCGM Wealth Management LLC | 98,507 | $5.02M | 1.3% | +5.2% | 2.189% | |
| 11/12/2025 | Catalyst Financial Partners LLC | 7,176 | $366K | 0.0% | -41.1% | 0.159% | |
| 11/10/2025 | Lake Street Private Wealth LLC | 17,214 | $878K | 0.1% | +211.3% | 0.383% | |
| 11/7/2025 | JPMorgan Chase & Co. | 3,415 | $174K | 0.0% | N/A | 0.076% | |
| 11/5/2025 | Fullcircle Wealth LLC | 6,102 | $310K | 0.1% | -36.4% | 0.137% | |
| 11/5/2025 | Guild Investment Management Inc. | 4,000 | $204K | 0.2% | N/A | 0.090% | |
| 11/4/2025 | Pineridge Advisors LLC | 48,466 | $2.47M | 0.7% | N/A | 1.089% | |
| 11/3/2025 | AE Wealth Management LLC | 11,967 | $610K | 0.0% | N/A | 0.269% | |
| 10/31/2025 | CFS Investment Advisory Services LLC | 16,794 | $856K | 0.1% | +124.2% | 0.377% | |
| 10/29/2025 | Inspire Advisors LLC | 6,029 | $307K | 0.0% | +12.9% | 0.137% | |
| 10/24/2025 | Tanager Wealth Management LLP | 179,433 | $9.15M | 1.0% | +32.6% | 4.303% | |
| 10/21/2025 | JDM Financial Group LLC | 17,701 | $902K | 0.4% | -8.3% | 0.430% | |
| 10/20/2025 | Balance Wealth LLC | 53,745 | $2.74M | 0.7% | +2.9% | 1.304% | |
| 10/15/2025 | CWM LLC | 338,615 | $17.26M | 0.1% | +24.9% | 8.219% | |
| 10/14/2025 | Farther Finance Advisors LLC | 4,015 | $205K | 0.0% | +12.8% | 0.100% | |
| 10/10/2025 | Sound Income Strategies LLC | 18,971 | $964K | 0.1% | +1.2% | 0.471% | |
| 10/9/2025 | CGN Advisors LLC | 18,180 | $927K | 0.1% | +11.6% | 0.451% | |
| 10/6/2025 | Gradient Investments LLC | 11,614 | $592K | 0.0% | +44.3% | 0.291% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 8,604 | $439K | 0.0% | -21.2% | 0.237% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 67,218 | $3.43M | 0.0% | N/A | 1.852% | |
| 8/19/2025 | Delos Wealth Advisors LLC | 106,692 | $5.45M | 4.2% | -23.3% | 2.939% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 8,604 | $439K | 0.0% | -21.2% | 0.237% | |
| 8/15/2025 | EP Wealth Advisors LLC | 593,842 | $30.32M | 0.2% | -8.1% | 16.359% | |
| 8/14/2025 | Raymond James Financial Inc. | 633 | $32K | 0.0% | N/A | 0.017% | |
| 8/14/2025 | Balance Wealth LLC | 52,222 | $2.67M | 1.6% | +53.7% | 1.439% | |
| 8/13/2025 | Victory Financial Group LLC | 20,669 | $1.06M | 0.2% | +100.7% | 0.569% | |
| 8/13/2025 | M Holdings Securities Inc. | 13,993 | $714K | 0.1% | +8.8% | 0.385% | |
| 8/12/2025 | Nemes Rush Group LLC | 8,939 | $456K | 0.0% | N/A | 0.246% | |
| 8/11/2025 | Inspire Advisors LLC | 5,339 | $273K | 0.0% | N/A | 0.150% | |
| 8/5/2025 | BCGM Wealth Management LLC | 93,655 | $4.78M | 1.3% | +7.4% | 2.623% | |
| 8/4/2025 | JDM Financial Group LLC | 19,312 | $986K | 0.5% | -32.7% | 0.541% | |
| 7/31/2025 | Guardian Financial Partners LLC | 32,089 | $1.64M | 0.7% | +9.6% | 0.899% | |
| 7/30/2025 | Blume Capital Management Inc. | 6,750 | $345K | 0.1% | -5.6% | 0.189% | |
| 7/25/2025 | CWM LLC | 271,213 | $13.85M | 0.0% | +26.6% | 7.597% | |
| 7/18/2025 | Tanager Wealth Management LLP | 135,349 | $6.91M | 0.8% | +9.2% | 3.834% | |
| 7/15/2025 | CGN Advisors LLC | 16,286 | $831K | 0.1% | +306.2% | 0.461% | |
| 7/8/2025 | Gradient Investments LLC | 8,051 | $411K | 0.0% | N/A | 0.232% | |
| 5/19/2025 | Jane Street Group LLC | 8,501 | $430K | 0.0% | -28.5% | 0.255% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 18,206 | $921K | 0.0% | +54.0% | 0.547% | |
| 5/15/2025 | EP Wealth Advisors LLC | 646,307 | $32.68M | 0.3% | +29.1% | 19.409% | |
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| 5/15/2025 | JDM Financial Group LLC | 28,702 | $1.45M | 0.7% | +20.6% | 0.862% | |
| 5/14/2025 | M Holdings Securities Inc. | 12,859 | $650K | 0.1% | +2.5% | 0.386% | |
| 5/13/2025 | Delos Wealth Advisors LLC | 139,094 | $7.03M | 5.6% | +15.7% | 4.177% | |
| 5/8/2025 | BCGM Wealth Management LLC | 87,170 | $4.41M | 1.4% | +27.9% | 2.618% | |
| 5/6/2025 | Blume Capital Management Inc. | 7,150 | $362K | 0.1% | -4.0% | 0.215% | |
| 5/1/2025 | CWM LLC | 214,288 | $10.84M | 0.0% | +1.9% | 6.533% | |
| 4/24/2025 | Tanager Wealth Management LLP | 123,918 | $6.27M | 0.8% | +12.7% | 3.778% | |
| 4/23/2025 | Balance Wealth LLC | 33,975 | $1.72M | 1.1% | N/A | 1.036% | |
| 4/23/2025 | Guardian Financial Partners LLC | 29,278 | $1.48M | 0.7% | -2.9% | 0.893% | |
| 4/10/2025 | CGN Advisors LLC | 4,009 | $203K | 0.0% | N/A | 0.132% | |