| 5/18/2026 | EverSource Wealth Advisors LLC | 161,514 | $6.04M | 0.2% | -1.6% | 1.262% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 31,603 | $1.18M | 0.1% | +2.0% | 0.247% | |
| 4/24/2026 | Root Financial Partners LLC | 864 | $32K | 0.0% | N/A | 0.007% | |
| 4/21/2026 | Fiduciary Alliance LLC | 346,536 | $13.73M | 0.9% | -1.4% | 2.729% | |
| 4/17/2026 | AdvisorNet Financial Inc | 1,949 | $73K | 0.0% | +777.9% | 0.015% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 50,991 | $1.91M | 0.1% | +23.3% | 0.402% | |
| 2/17/2026 | Advisory Services Network LLC | 24,403 | $890K | 0.0% | +54.5% | 0.205% | |
| 2/16/2026 | Cornerstone Financial Management LLC | 25,599 | $934K | 0.9% | N/A | 0.215% | |
| 2/13/2026 | Mosaic Family Wealth Partners LLC | 30,986 | $1.13M | 0.1% | +3.2% | 0.260% | |
| 2/12/2026 | Betterment LLC | 6,175 | $225K | 0.0% | +4.4% | 0.052% | |
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| 2/6/2026 | EverSource Wealth Advisors LLC | 164,212 | $5.99M | 0.2% | +6.5% | 1.380% | |
| 2/6/2026 | Bare Financial Services Inc | 513,235 | $18.72M | 5.2% | +2.6% | 4.313% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 378,850 | $13.82M | 0.9% | -18.5% | 3.184% | |
| 1/30/2026 | Strategic Blueprint LLC | 11,031 | $402K | 0.0% | +11.5% | 0.093% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 41,339 | $1.51M | 0.1% | +32.9% | 0.350% | |
| 1/22/2026 | Fiduciary Alliance LLC | 351,540 | $12.82M | 0.8% | +4.2% | 3.005% | |
| 1/13/2026 | Trust Point Inc. | 55,724 | $2.03M | 0.2% | +18.0% | 0.480% | |
| 12/2/2025 | IFP Advisors Inc | 20,284 | $715K | 0.0% | +3.8% | 0.178% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 74,799 | $2.64M | 0.0% | +19.2% | 0.656% | |
| 11/12/2025 | Mosaic Family Wealth Partners LLC | 30,024 | $1.06M | 0.1% | +7.4% | 0.263% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 464,667 | $16.39M | 1.1% | +5.6% | 4.076% | |
| 11/12/2025 | Bare Financial Services Inc | 500,215 | $17.64M | 5.3% | +3.1% | 4.388% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 154,168 | $5.44M | 0.2% | -4.5% | 1.352% | |
| 10/28/2025 | Nations Financial Group Inc. IA ADV | 31,111 | $1.10M | 0.1% | +407.7% | 0.275% | |
| 10/23/2025 | Strategic Blueprint LLC | 9,893 | $349K | 0.0% | -37.5% | 0.088% | |
| 10/10/2025 | Trust Point Inc. | 47,209 | $1.67M | 0.1% | +13.5% | 0.425% | |
| 10/8/2025 | Fiduciary Alliance LLC | 337,404 | $11.90M | 0.8% | -0.9% | 3.053% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 161,430 | $5.53M | 0.2% | -3.4% | 1.488% | |
| 8/13/2025 | Bare Financial Services Inc | 485,086 | $16.62M | 5.6% | +2.4% | 4.471% | |
| 8/11/2025 | Mosaic Family Wealth Partners LLC | 27,951 | $958K | 0.1% | +1.5% | 0.258% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 440,058 | $15.08M | 1.1% | +6,297.1% | 4.056% | |
| 8/1/2025 | Rossby Financial LCC | 4,662 | $160K | 0.1% | +1,366.0% | 0.043% | |
| 7/30/2025 | Strategic Blueprint LLC | 15,827 | $542K | 0.0% | -24.8% | 0.146% | |
| 7/24/2025 | IFP Advisors Inc | 19,549 | $670K | 0.0% | +42.5% | 0.180% | |
| 7/17/2025 | Sterling Investment Advisors Ltd. | 15,600 | $535K | 0.1% | +38.1% | 0.144% | |
| 7/10/2025 | Trust Point Inc. | 41,589 | $1.43M | 0.1% | +68.2% | 0.383% | |
| 7/9/2025 | Fiduciary Alliance LLC | 340,464 | $11.67M | 0.9% | +1.7% | 3.138% | |
| 5/14/2025 | Flow Traders U.S. LLC | 81,776 | $2.51M | 0.1% | N/A | 0.852% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 167,032 | $5.14M | 0.3% | +5.5% | 1.740% | |
| 5/12/2025 | Bare Financial Services Inc | 473,691 | $14.56M | 5.6% | +4.1% | 4.934% | |
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| 5/7/2025 | Frontier Asset Management LLC | 98,122 | $3.02M | 0.9% | -3.8% | 1.017% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 11,300 | $347K | 0.1% | N/A | 0.117% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 27,539 | $847K | 0.1% | +149.0% | 0.285% | |
| 4/29/2025 | Strategic Blueprint LLC | 21,054 | $647K | 0.0% | -20.9% | 0.218% | |
| 4/25/2025 | Westside Investment Management Inc. | 1,958 | $60K | 0.0% | -46.9% | 0.020% | |
| 4/17/2025 | Trust Point Inc. | 24,721 | $760K | 0.1% | -26.5% | 0.247% | |
| 4/9/2025 | Fiduciary Alliance LLC | 334,651 | $10.29M | 1.0% | +3.5% | 3.347% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,184 | $34K | 0.0% | N/A | 0.012% | |
| 2/18/2025 | Mosaic Family Wealth Partners LLC | 11,062 | $321K | 0.0% | +70.2% | 0.114% | |
| 2/18/2025 | Continuum Advisory LLC | 3,184 | $92K | 0.0% | -12.7% | 0.033% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 23,277 | $675K | 0.0% | N/A | 0.240% | |
| 2/10/2025 | Bare Financial Services Inc | 454,895 | $13.19M | 5.3% | +5.3% | 4.690% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 158,304 | $4.59M | 0.3% | +4.5% | 1.632% | |
| 2/7/2025 | Frontier Asset Management LLC | 102,010 | $2.96M | 1.0% | -4.9% | 1.052% | |
| 2/4/2025 | Transcendent Capital Group LLC | 1,998 | $58K | 0.0% | +2,095.6% | 0.021% | |
| 1/24/2025 | Trust Point Inc. | 33,646 | $976K | 0.1% | +5.3% | 0.347% | |
| 1/23/2025 | Strategic Blueprint LLC | 26,609 | $772K | 0.0% | -15.7% | 0.274% | |
| 1/13/2025 | Fiduciary Alliance LLC | 323,256 | $9.37M | 0.9% | +1.7% | 3.333% | |
| 11/20/2024 | Westside Investment Management Inc. | 3,688 | $119K | 0.0% | N/A | 0.038% | |
| 11/15/2024 | Continuum Advisory LLC | 3,646 | $109K | 0.0% | +33.7% | 0.038% | |
| 11/8/2024 | EverSource Wealth Advisors LLC | 151,439 | $4.89M | 0.3% | -12.6% | 1.561% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 6,333 | $205K | 0.0% | +53.3% | 0.065% | |
| 10/25/2024 | Strategic Blueprint LLC | 31,561 | $1.02M | 0.1% | -23.1% | 0.325% | |
| 10/21/2024 | AIFG Consultants Ltd. | 6,547 | $211K | 0.2% | -23.6% | 0.067% | |
| 10/11/2024 | Fiduciary Alliance LLC | 317,978 | $10.27M | 1.4% | +1.4% | 3.278% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 173,324 | $5.29M | 0.3% | +16.5% | 1.787% | |
| 8/8/2024 | Frontier Asset Management LLC | 113,737 | $3.35M | 1.2% | +2.0% | 1.173% | |
| 7/10/2024 | Fiduciary Alliance LLC | 313,449 | $9.25M | 1.5% | +3.5% | 3.231% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 148,740 | $4.35M | 0.3% | +6.4% | 1.533% | |
| 4/23/2024 | Strategic Blueprint LLC | 41,118 | $1.23M | 0.1% | -13.7% | 0.420% | |
| 4/17/2024 | Fiduciary Alliance LLC | 302,976 | $9.07M | 1.6% | +3.0% | 3.092% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 139,752 | $4.13M | 0.4% | +22.6% | 1.968% | |
| 2/6/2024 | Bare Financial Services Inc | 101,259 | $2.99M | 6.0% | N/A | 1.426% | |
| 1/25/2024 | Strategic Blueprint LLC | 47,664 | $1.41M | 0.1% | +4.1% | 0.671% | |
| 1/23/2024 | Trust Point Inc. | 18,649 | $551K | 0.0% | N/A | 0.263% | |
| 1/17/2024 | Fiduciary Alliance LLC | 294,215 | $8.69M | 1.7% | +9.6% | 4.144% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 3,365 | $99K | 0.0% | +114.7% | 0.047% | |
| 11/16/2023 | Blueprint Investment Partners LLC | 7,694 | $203K | 0.1% | -34.1% | 0.108% | |
| 11/13/2023 | Frontier Asset Management LLC | 97,373 | $2.57M | 1.2% | +0.5% | 1.371% | |
| 11/4/2023 | EverSource Wealth Advisors LLC | 113,978 | $3.00M | 0.3% | +70.9% | 1.605% | |
| 10/18/2023 | Fiduciary Alliance LLC | 268,493 | $7.08M | 1.4% | +1.4% | 3.782% | |
| 10/18/2023 | Strategic Blueprint LLC | 45,805 | $1.21M | 0.1% | +7.2% | 0.645% | |
| 8/10/2023 | Frontier Asset Management LLC | 96,927 | $2.69M | 1.2% | +5.9% | 1.365% | |
| 8/4/2023 | Parallel Advisors LLC | 2,000 | $56K | 0.0% | N/A | 0.028% | |
| 8/4/2023 | EverSource Wealth Advisors LLC | 66,709 | $1.85M | 0.2% | +83.1% | 0.940% | |
| 7/18/2023 | Fiduciary Alliance LLC | 264,794 | $7.36M | 1.6% | N/A | 4.012% | |
| 5/11/2023 | EverSource Wealth Advisors LLC | 36,438 | $1.01M | 0.1% | +32.7% | 0.561% | |
| 5/10/2023 | Frontier Asset Management LLC | 91,493 | $2.53M | 1.2% | +3.6% | 1.408% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 37,568 | $1.08M | 0.2% | N/A | 0.578% | |
| 4/28/2023 | Strategic Blueprint LLC | 39,854 | $1.10M | 0.1% | +13.7% | 0.613% | |
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| 3/6/2023 | OLD Mission Capital LLC | 2,549 | $66K | 0.0% | -87.8% | 0.047% | |
| 2/15/2023 | Frontier Asset Management LLC | 88,303 | $2.30M | 1.1% | -26.0% | 1.620% | |
| 2/9/2023 | EverSource Wealth Advisors LLC | 27,462 | $716K | 0.1% | +8.3% | 0.504% | |
| 1/26/2023 | Strategic Blueprint LLC | 35,044 | $914K | 0.1% | -13.8% | 0.643% | |
| 11/15/2022 | Flow Traders U.S. LLC | 37,378 | $828K | 0.0% | -42.6% | 0.699% | |
| 11/14/2022 | OLD Mission Capital LLC | 20,916 | $463K | 0.0% | +17.4% | 0.391% | |
| 11/8/2022 | Strategic Blueprint LLC | 40,637 | $900K | 0.1% | +6.9% | 0.760% | |
| 11/7/2022 | EverSource Wealth Advisors LLC | 25,366 | $563K | 0.1% | +36.3% | 0.474% | |
| 8/13/2022 | Frontier Asset Management LLC | 105,797 | $2.63M | 2.2% | +21.6% | 2.251% | |
| 8/13/2022 | Flow Traders U.S. LLC | 65,167 | $1.62M | 0.1% | N/A | 1.387% | |