| 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% | |
| 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% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 32,571 | $3.59M | 0.1% | -7.9% | 3.972% | |
| 2/6/2024 | SYM FINANCIAL Corp | 22,643 | $2.49M | 0.4% | -1.8% | 2.761% | |
| 1/26/2024 | Fingerlakes Wealth Management Inc. | 19,143 | $2.11M | 2.3% | +5.0% | 2.335% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 11,549 | $1.27M | 0.1% | -2.8% | 1.408% | |
| 1/25/2024 | International Assets Investment Management LLC | 88,324 | $9.73M | 0.0% | N/A | 10.771% | |
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| 1/24/2024 | Stratos Wealth Partners LTD. | 16,732 | $1.84M | 0.0% | -4.0% | 2.040% | |
| 1/24/2024 | International Assets Investment Management LLC | 88,324 | $9.73M | 0.0% | N/A | 10.771% | |
| 1/18/2024 | Financial Enhancement Group LLC | 6,979 | $765K | 0.1% | +10.8% | 0.851% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,866 | $1.64M | 0.0% | +1.0% | 1.813% | |
| 1/16/2024 | Raymond James & Associates | 12,356 | $1.36M | 0.0% | +4.1% | 1.507% | |
| 1/11/2024 | Atlas Private Wealth Advisors | 6,046 | $666K | 0.1% | +13.1% | 0.737% | |
| 1/9/2024 | Ignite Planners LLC | 12,297 | $1.35M | 0.4% | +55.2% | 1.500% | |
| 11/13/2023 | LPL Financial LLC | 155,172 | $15.72M | 0.0% | +4.0% | 18.923% | |
| 11/8/2023 | Fingerlakes Wealth Management Inc. | 18,223 | $1.85M | 2.3% | +4.8% | 2.222% | |
| 10/27/2023 | SYM FINANCIAL Corp | 23,069 | $2.34M | 0.4% | +2.9% | 2.813% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 17,438 | $1.77M | 0.0% | +4.4% | 2.127% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,718 | $1.49M | 0.0% | +7.9% | 1.795% | |
| 10/24/2023 | Raymond James & Associates | 11,875 | $1.20M | 0.0% | +1.0% | 1.448% | |
| 10/17/2023 | Flagship Harbor Advisors LLC | 2,898 | $294K | 0.0% | +5.6% | 0.353% | |
| 10/12/2023 | IFP Advisors Inc | 1,997 | $202K | 0.0% | N/A | 0.244% | |
| 10/12/2023 | Wealthcare Advisory Partners LLC | 35,358 | $3.58M | 0.2% | -4.6% | 4.312% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 11,879 | $1.20M | 0.1% | +4.1% | 1.449% | |
| 10/11/2023 | Ignite Planners LLC | 7,925 | $796K | 0.2% | N/A | 0.966% | |
| 10/11/2023 | Atlas Private Wealth Advisors | 5,348 | $542K | 0.1% | +15.7% | 0.652% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 11,407 | $1.19M | 0.1% | -4.7% | 1.391% | |
| 8/4/2023 | Atlas Private Wealth Advisors | 4,624 | $482K | 0.1% | +120.4% | 0.564% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 6,218 | $648K | 0.0% | N/A | 0.758% | |
| 8/3/2023 | Thoroughbred Financial Services LLC | 2,570 | $267K | 0.0% | +9.8% | 0.313% | |
| 8/2/2023 | Bank of Montreal Can | 345 | $36K | 0.0% | N/A | 0.042% | |
| 7/31/2023 | LPL Financial LLC | 149,183 | $15.55M | 0.0% | +78.1% | 18.193% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 13,641 | $1.42M | 0.0% | -15.2% | 1.705% | |
| 7/25/2023 | Raymond James & Associates | 11,763 | $1.23M | 0.0% | N/A | 1.470% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 16,698 | $1.74M | 0.0% | +480.0% | 2.087% | |
| 7/17/2023 | Wealthcare Advisory Partners LLC | 37,049 | $3.86M | 0.2% | -6.9% | 4.631% | |
| 5/10/2023 | LPL Financial LLC | 83,777 | $8.33M | 0.0% | -2.6% | 11.170% | |
| 5/4/2023 | Wealthcare Advisory Partners LLC | 39,813 | $3.96M | 0.2% | +21.4% | 5.308% | |
| 5/3/2023 | Fingerlakes Wealth Management Inc. | 16,448 | $1.64M | 2.0% | +11.8% | 2.193% | |
| 5/2/2023 | SYM FINANCIAL Corp | 22,383 | $2.23M | 0.5% | +44.0% | 2.984% | |
| 4/27/2023 | Stratos Wealth Partners LTD. | 2,879 | $286K | 0.0% | -60.0% | 0.384% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 11,967 | $1.19M | 0.1% | -1.4% | 1.596% | |
| 4/17/2023 | First Heartland Consultants Inc. | 2,207 | $219K | 0.0% | N/A | 0.294% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 16,092 | $1.60M | 0.0% | N/A | 2.146% | |
| 4/12/2023 | Atlas Private Wealth Advisors | 2,098 | $209K | 0.1% | N/A | 0.287% | |
| 4/12/2023 | Flagship Harbor Advisors LLC | 2,840 | $282K | 0.0% | -87.5% | 0.389% | |
| 3/6/2023 | OLD Mission Capital LLC | 1,947 | $183K | 0.0% | N/A | 0.267% | |
| 2/13/2023 | Wealthcare Advisory Partners LLC | 32,790 | $3.08M | 0.1% | +123.5% | 4.492% | |
| 2/10/2023 | Fingerlakes Wealth Management Inc. | 14,712 | $1.38M | 1.9% | -3.7% | 2.015% | |
| 2/9/2023 | Financial Enhancement Group LLC | 6,863 | $677K | 0.1% | +94.1% | 0.940% | |
| 2/7/2023 | Thoroughbred Financial Services LLC | 2,340 | $219K | 0.0% | N/A | 0.321% | |
| 2/7/2023 | LPL Financial LLC | 86,057 | $8.08M | 0.0% | +94.3% | 11.789% | |
| 2/1/2023 | Bank of Montreal Can | 345 | $34K | 0.0% | -25.0% | 0.047% | |
| 1/31/2023 | Geneos Wealth Management Inc. | 12,135 | $1.14M | 0.1% | -1.4% | 1.662% | |
| 1/19/2023 | SYM FINANCIAL Corp | 15,541 | $1.46M | 0.3% | N/A | 2.129% | |
| 1/13/2023 | Flagship Harbor Advisors LLC | 22,802 | $2.14M | 0.2% | -31.2% | 3.124% | |
| 10/28/2022 | Fingerlakes Wealth Management Inc. | 15,280 | $1.30M | 1.9% | +10.9% | 2.183% | |
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| 10/27/2022 | Financial Enhancement Group LLC | 3,535 | $300K | 0.1% | N/A | 0.505% | |
| 10/13/2022 | Flagship Harbor Advisors LLC | 33,164 | $2.82M | 0.3% | +156.7% | 4.738% | |
| 8/12/2022 | Capital Analysts LLC | 3,786 | $346K | 0.0% | -10.7% | 0.541% | |
| 8/8/2022 | Merit Financial Group LLC | 2,227 | $203K | 0.0% | -13.4% | 0.318% | |
| 8/5/2022 | Fingerlakes Wealth Management Inc. | 13,774 | $1.26M | 1.7% | +22.4% | 1.968% | |
| 7/22/2022 | Geneos Wealth Management Inc. | 12,164 | $1.12M | 0.1% | +3.2% | 2.027% | |
| 7/13/2022 | Flagship Harbor Advisors LLC | 12,917 | $1.18M | 0.1% | N/A | 2.153% | |
| 5/6/2022 | Fingerlakes Wealth Management Inc. | 11,250 | $1.19M | 1.4% | +7.1% | 1.875% | |
| 5/6/2022 | New England Private Wealth Advisors LLC | 3,998 | $422K | 0.1% | -60.0% | 0.666% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 6,176 | $653K | 0.0% | +7.8% | 1.029% | |
