| 8/8/2025 | Cetera Investment Advisers | 9,727 | $1.31M | 0.0% | +23.3% | 0.794% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 7,977 | $1.08M | 0.1% | +102.7% | 0.651% | |
| 8/8/2025 | Ignite Planners LLC | 1,939 | $259K | 0.0% | -92.3% | 0.158% | |
| 8/6/2025 | Prospera Financial Services Inc | 6,497 | $876K | 0.0% | N/A | 0.530% | |
| 8/6/2025 | AE Wealth Management LLC | 610 | $82K | 0.0% | +71.8% | 0.050% | |
| 8/5/2025 | Bank of Montreal Can | 745 | $100K | 0.0% | +115.9% | 0.061% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 9,334 | $1.26M | 0.2% | +9.1% | 0.762% | |
| 8/4/2025 | Assetmark Inc. | 36,057 | $4.86M | 0.0% | -5.6% | 2.943% | |
| 8/1/2025 | SYM FINANCIAL Corp | 23,600 | $3.18M | 0.4% | -1.0% | 1.927% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 10,814 | $1.46M | 0.0% | +6.8% | 0.883% | |
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| 7/30/2025 | Fingerlakes Wealth Management Inc. | 26,849 | $3.62M | 2.7% | +14.1% | 2.192% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 12,560 | $1.69M | 0.0% | +2.6% | 1.025% | |
| 7/29/2025 | Empirical Asset Management LLC | 9,125 | $1.23M | 0.4% | +1.6% | 0.745% | |
| 7/23/2025 | Ignite Planners LLC | 2,005 | $268K | 0.0% | -92.0% | 0.163% | |
| 7/22/2025 | Willner & Heller LLC | 3,171 | $428K | 0.4% | +4.0% | 0.258% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 711 | $96K | 0.0% | N/A | 0.058% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 6,688 | $902K | 0.2% | N/A | 0.546% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 10,286 | $1.31M | 0.0% | -3.9% | 0.836% | |
| 5/19/2025 | Jane Street Group LLC | 17,575 | $2.24M | 0.0% | +656.2% | 1.429% | |
| 5/13/2025 | Raymond James Financial Inc. | 103,823 | $13.26M | 0.0% | +59.2% | 8.441% | |
| 5/13/2025 | HighTower Advisors LLC | 3,265 | $417K | 0.0% | +10.3% | 0.265% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 3,936 | $502K | 0.0% | +11.0% | 0.320% | |
| 5/7/2025 | LPL Financial LLC | 276,573 | $35.32M | 0.0% | -2.8% | 22.486% | |
| 5/7/2025 | First Heartland Consultants Inc. | 3,747 | $478K | 0.0% | -5.9% | 0.305% | |
| 5/6/2025 | Assetmark Inc. | 38,181 | $4.88M | 0.0% | +1.1% | 3.104% | |
| 5/6/2025 | Cetera Investment Advisers | 7,889 | $1.01M | 0.0% | +26.5% | 0.641% | |
| 5/6/2025 | AE Wealth Management LLC | 355 | $45K | 0.0% | N/A | 0.029% | |
| 5/6/2025 | Ignite Planners LLC | 25,183 | $3.22M | 0.6% | +12.7% | 2.047% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 13,150 | $1.68M | 0.6% | +3.5% | 1.069% | |
| 5/5/2025 | Willner & Heller LLC | 3,050 | $389K | 0.4% | N/A | 0.248% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 23,540 | $3.01M | 2.6% | +4.3% | 1.914% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 12,238 | $1.56M | 0.0% | +8.7% | 0.995% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 10,128 | $1.29M | 0.0% | -41.3% | 0.823% | |
| 4/23/2025 | Perigon Wealth Management LLC | 4,028 | $514K | 0.0% | -3.1% | 0.327% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 1,602 | $205K | 0.0% | N/A | 0.130% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 8,554 | $1.09M | 0.2% | +3.9% | 0.695% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,698 | $2.77M | 0.0% | -8.7% | 1.764% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 12,616 | $1.61M | 0.0% | -17.5% | 1.026% | |
| 4/9/2025 | Merit Financial Group LLC | 13,166 | $1.68M | 0.0% | +28.3% | 1.070% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,772 | $2.94M | 0.0% | -0.5% | 1.981% | |
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| 2/19/2025 | ARQ Wealth Advisors LLC | 12,710 | $1.57M | 0.6% | +39.9% | 1.271% | |
| 2/18/2025 | First Heartland Consultants Inc. | 3,984 | $493K | 0.0% | +2.4% | 0.398% | |
| 2/17/2025 | Cetera Investment Advisers | 6,236 | $772K | 0.0% | +25.1% | 0.624% | |
| 2/14/2025 | Jane Street Group LLC | 2,324 | $288K | 0.0% | -71.2% | 0.232% | |
| 2/14/2025 | Capital Analysts LLC | 3,718 | $460K | 0.0% | -3.6% | 0.372% | |
| 2/13/2025 | Mariner LLC | 16,742 | $2.07M | 0.0% | +36.2% | 1.674% | |
| 2/13/2025 | Raymond James Financial Inc. | 65,213 | $8.08M | 0.0% | N/A | 6.521% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,246 | $2.14M | 0.0% | +9.7% | 1.725% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 3,546 | $439K | 0.0% | +4.1% | 0.355% | |
| 2/11/2025 | LPL Financial LLC | 284,664 | $35.26M | 0.0% | +1.1% | 28.466% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 16,179 | $2.00M | 0.0% | +16.7% | 1.618% | |
| 2/7/2025 | Independent Advisor Alliance | 12,242 | $1.52M | 0.0% | N/A | 1.224% | |
| 2/6/2025 | Raymond James Financial Inc. | 65,213 | $8.08M | 0.0% | N/A | 6.521% | |
| 2/6/2025 | Assetmark Inc. | 37,774 | $4.68M | 0.0% | -1.3% | 3.777% | |
| 2/3/2025 | Fingerlakes Wealth Management Inc. | 22,561 | $2.79M | 2.3% | +4.5% | 2.256% | |
| 1/31/2025 | Mcdonald Partners LLC | 6,375 | $790K | 0.2% | N/A | 0.638% | |
| 1/30/2025 | Principal Securities Inc. | 7,430 | $920K | 0.0% | -1.9% | 0.743% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 11,257 | $1.39M | 0.0% | +2.2% | 1.126% | |
| 1/24/2025 | SYM FINANCIAL Corp | 23,890 | $2.96M | 0.4% | +0.7% | 2.389% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 10,700 | $1.33M | 0.0% | -5.1% | 1.070% | |
| 1/21/2025 | Atlas Private Wealth Advisors | 8,234 | $1.02M | 0.1% | +3.8% | 0.823% | |
| 1/15/2025 | Merit Financial Group LLC | 10,259 | $1.27M | 0.0% | N/A | 1.026% | |
| 1/15/2025 | Empirical Asset Management LLC | 8,789 | $1.09M | 0.0% | -3.9% | 0.879% | |
| 1/14/2025 | Ignite Planners LLC | 22,344 | $2.78M | 0.6% | +4.8% | 2.234% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 24,261 | $3.13M | 0.0% | +1.5% | 2.426% | |
| 11/15/2024 | Jane Street Group LLC | 8,069 | $1.04M | 0.0% | -83.7% | 0.807% | |
| 11/15/2024 | SYM FINANCIAL Corp | 23,721 | $3.06M | 0.4% | +5.3% | 2.372% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 13,865 | $1.79M | 0.0% | +3.7% | 1.387% | |
| 11/5/2024 | First Heartland Consultants Inc. | 3,889 | $501K | 0.1% | +33.0% | 0.389% | |
| 11/1/2024 | Assetmark Inc. | 38,272 | $4.93M | 0.0% | +0.3% | 3.827% | |
| 10/31/2024 | Financial Enhancement Group LLC | 6,909 | $890K | 0.2% | +41.3% | 0.691% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 23,893 | $3.08M | 0.0% | -19.8% | 2.389% | |
| 10/18/2024 | Raymond James & Associates | 23,130 | $2.98M | 0.0% | +72.7% | 2.313% | |
| 10/11/2024 | Empirical Asset Management LLC | 9,148 | $1.18M | 0.1% | +182.0% | 0.915% | |
| 10/9/2024 | Atlas Private Wealth Advisors | 7,934 | $1.02M | 0.1% | +3.4% | 0.793% | |
| 10/8/2024 | Ignite Planners LLC | 21,323 | $2.75M | 0.6% | +11.6% | 2.132% | |
| 8/14/2024 | Bank of Montreal Can | 6,424 | $776K | 0.0% | +1,762.0% | 0.642% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 13,365 | $1.61M | 0.0% | +21.6% | 1.337% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 14,255 | $1.72M | 0.0% | +56.8% | 1.426% | |
| 8/8/2024 | SYM FINANCIAL Corp | 22,537 | $2.71M | 0.4% | -1.3% | 2.254% | |
| 8/8/2024 | Fingerlakes Wealth Management Inc. | 22,187 | $2.67M | 2.4% | +13.2% | 2.219% | |
| 8/8/2024 | New England Private Wealth Advisors LLC | 4,928 | $593K | 0.1% | +21.3% | 0.493% | |
| 8/2/2024 | Financial Enhancement Group LLC | 4,889 | $597K | 0.1% | +14.2% | 0.489% | |
| 7/30/2024 | International Assets Investment Management LLC | 802 | $96K | 0.0% | N/A | 0.080% | |
| 7/27/2024 | Zimmermann Investment Management & Planning LLC | 24,618 | $2.96M | 1.0% | +48.1% | 2.462% | |
| 7/25/2024 | First Heartland Consultants Inc. | 2,923 | $352K | 0.0% | +3.3% | 0.292% | |
| 7/19/2024 | Raymond James & Associates | 13,391 | $1.61M | 0.0% | +4.8% | 1.339% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 29,800 | $3.59M | 0.0% | -6.9% | 2.980% | |
| 7/12/2024 | Ignite Planners LLC | 19,103 | $2.33M | 0.6% | +13.2% | 1.910% | |
| 7/12/2024 | Atlas Private Wealth Advisors | 7,674 | $923K | 0.2% | +107.3% | 0.767% | |
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| 5/8/2024 | Thoroughbred Financial Services LLC | 3,405 | $408K | 0.0% | +15.2% | 0.341% | |
| 5/6/2024 | SYM FINANCIAL Corp | 22,825 | $2.74M | 0.5% | +0.8% | 2.283% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 11,909 | $1.43M | 0.1% | +3.1% | 1.191% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 52,879 | $6.34M | 0.0% | +255.7% | 5.566% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 31,996 | $3.84M | 0.0% | -6.4% | 3.368% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 16,976 | $2.04M | 0.1% | -47.9% | 1.787% | |
| 4/15/2024 | Financial Enhancement Group LLC | 4,280 | $497K | 0.1% | -38.7% | 0.451% | |
| 4/12/2024 | Ignite Planners LLC | 16,881 | $2.02M | 0.6% | +37.3% | 1.777% | |
| 2/8/2024 | First Heartland Consultants Inc. | 2,234 | $246K | 0.0% | +4.7% | 0.272% | |
| 2/7/2024 | Principal Securities Inc. | 1,914 | $211K | 0.0% | N/A | 0.233% | |
