| 2/18/2025 | Continuum Advisory LLC | 284,131 | $5.25M | 0.7% | -0.9% | 0.385% | |
| 2/11/2025 | Lynx Investment Advisory | 40,946 | $757K | 0.5% | +21.4% | 0.055% | |
| 2/10/2025 | Tidemark LLC | 4,018 | $74K | 0.0% | -90.1% | 0.005% | |
| 2/10/2025 | Farther Finance Advisors LLC | 78,024 | $1.44M | 0.1% | -17.7% | 0.106% | |
| 2/6/2025 | Pinnacle Wealth Planning Services Inc. | 214,283 | $3.96M | 0.1% | +2.6% | 0.290% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,378 | $25K | 0.0% | N/A | 0.002% | |
| 1/28/2025 | Golden State Wealth Management LLC | 1,775 | $33K | 0.0% | N/A | 0.002% | |
| 1/24/2025 | Richardson Financial Services Inc. | 11,463 | $212K | 0.1% | -14.0% | 0.016% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 1,026,656 | $18.98M | 0.9% | +4.7% | 1.391% | |
| 11/15/2024 | Continuum Advisory LLC | 286,806 | $5.33M | 0.7% | -0.7% | 0.389% | |
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| 11/14/2024 | Flow Traders U.S. LLC | 181,176 | $3.43M | 0.2% | N/A | 0.245% | |
| 11/7/2024 | Tidemark LLC | 40,536 | $768K | 0.3% | +7.5% | 0.055% | |
| 11/5/2024 | Lynx Investment Advisory | 33,737 | $639K | 0.5% | +2.1% | 0.046% | |
| 10/29/2024 | Farther Finance Advisors LLC | 94,819 | $1.80M | 0.1% | -17.2% | 0.128% | |
| 10/24/2024 | Richardson Financial Services Inc. | 13,331 | $247K | 0.2% | +9.2% | 0.018% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 980,527 | $18.58M | 0.9% | +4.3% | 1.329% | |
| 8/14/2024 | Certified Advisory Corp | 165,806 | $3.06M | 0.4% | -4.6% | 0.225% | |
| 7/31/2024 | Farther Finance Advisors LLC | 114,484 | $2.10M | 0.1% | -4.8% | 0.155% | |
| 7/20/2024 | Continuum Advisory LLC | 288,937 | $5.34M | 0.8% | -0.5% | 0.392% | |
| 7/16/2024 | ORG Partners LLC | 2,931 | $54K | 0.0% | N/A | 0.004% | |
| 7/9/2024 | Lynx Investment Advisory | 33,036 | $611K | 0.5% | N/A | 0.045% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 939,924 | $17.37M | 0.8% | +5.7% | 1.274% | |
| 5/16/2024 | Global Financial Private Client LLC | 5,559 | $103K | 0.0% | -82.2% | 0.008% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 192,292 | $3.58M | 0.5% | +2.5% | 0.261% | |
| 5/4/2024 | Richardson Financial Services Inc. | 12,601 | $235K | 0.2% | -32.5% | 0.017% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 10,069 | $187K | 0.1% | -26.0% | 0.014% | |
| 4/30/2024 | Private Advisor Group LLC | 89,320 | $1.67M | 0.0% | -20.1% | 0.121% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 889,045 | $16.57M | 0.8% | +25.4% | 1.213% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 121,984 | $2.27M | 0.5% | +10.2% | 0.166% | |
| 3/4/2024 | Richardson Financial Services Inc. | 18,660 | $347K | 0.3% | N/A | 0.025% | |
| 2/12/2024 | Tradition Wealth Management LLC | 133,694 | $2.49M | 0.3% | -57.0% | 0.182% | |
| 2/9/2024 | Tidemark LLC | 48,952 | $910K | 0.6% | N/A | 0.067% | |
| 2/9/2024 | Certified Advisory Corp | 170,124 | $3.16M | 0.5% | -0.6% | 0.232% | |
| 2/9/2024 | L.M. Kohn & Company | 12,199 | $227K | 0.1% | -9.1% | 0.017% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 133,131 | $2.48M | 0.0% | -17.6% | 0.182% | |
| 2/8/2024 | Pinnacle Wealth Planning Services Inc. | 187,605 | $3.49M | 0.5% | +2.3% | 0.256% | |
| 1/30/2024 | Avior Wealth Management LLC | 2,142 | $38K | 0.0% | -55.9% | 0.003% | |
| 1/24/2024 | Private Trust Co. NA | 5,504 | $102K | 0.0% | -41.3% | 0.008% | |
| 1/23/2024 | Regency Capital Management Inc. DE | 25,415 | $472K | 0.3% | N/A | 0.035% | |
| 1/4/2024 | Canandaigua National Bank & Trust Co. | 13,950 | $259K | 0.0% | N/A | 0.019% | |
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| 1/1/2024 | VisionPoint Advisory Group LLC | 6,889 | $125K | 0.1% | +156.6% | 0.009% | |
| 1/1/2024 | Raleigh Capital Management Inc. | 90,575 | $1.64M | 0.8% | +18.3% | 0.124% | |
| 11/13/2023 | Certified Advisory Corp | 171,127 | $3.09M | 0.3% | +3.6% | 0.233% | |
| 11/9/2023 | USAdvisors Wealth Management LLC | 48,466 | $876K | 0.4% | +3.9% | 0.066% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 161,624 | $2.92M | 0.0% | -10.1% | 0.220% | |
| 11/8/2023 | Pinnacle Wealth Planning Services Inc. | 183,306 | $3.31M | 0.5% | +3.3% | 0.250% | |
| 11/6/2023 | Eldridge Investment Advisors Inc. | 85,401 | $1.54M | 0.5% | N/A | 0.117% | |
| 10/24/2023 | Bank of New York Mellon Corp | 10,266 | $186K | 0.0% | N/A | 0.014% | |
| 10/23/2023 | ST Germain D J Co. Inc. | 518,675 | $9.38M | 0.5% | +39.9% | 0.708% | |
| 10/18/2023 | Private Trust Co. NA | 9,373 | $169K | 0.0% | -7.6% | 0.013% | |
| 10/17/2023 | Newbridge Financial Services Group Inc. | 3,956 | $72K | 0.0% | -42.3% | 0.005% | |
| 10/17/2023 | Avior Wealth Management LLC | 4,862 | $86K | 0.0% | -46.9% | 0.007% | |
| 9/12/2023 | Farther Finance Advisors LLC | 138,654 | $2.56M | 0.6% | +35.8% | 0.189% | |
| 9/7/2023 | ST Germain D J Co. Inc. | 370,634 | $6.84M | 0.4% | N/A | 0.506% | |
| 8/14/2023 | Certified Advisory Corp | 165,137 | $3.05M | 0.6% | +7.8% | 0.225% | |
| 8/10/2023 | Ledyard National Bank | 56,071 | $1.04M | 0.1% | N/A | 0.076% | |
| 8/7/2023 | Keystone Financial Group | 14,322 | $264K | 0.0% | N/A | 0.020% | |
| 8/7/2023 | Pinnacle Wealth Planning Services Inc. | 177,400 | $3.28M | 0.5% | +3.6% | 0.242% | |
| 8/2/2023 | Newman Dignan & Sheerar Inc. | 13,563 | $250K | 0.1% | -57.9% | 0.019% | |
| 7/28/2023 | Private Trust Co. NA | 10,147 | $187K | 0.0% | -23.6% | 0.014% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 179,820 | $3.32M | 0.0% | -2.6% | 0.248% | |
| 7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,157 | $167K | 0.0% | -12.5% | 0.013% | |
| 7/17/2023 | Bridge Advisory LLC | 27,745 | $512K | 0.2% | -2.8% | 0.038% | |
| 5/22/2023 | American Trust | 47,234 | $894K | 0.1% | N/A | 0.062% | |
| 5/12/2023 | Tradition Wealth Management LLC | 349,298 | $6.65M | 0.8% | +4.2% | 0.458% | |
| 5/8/2023 | PCG Wealth Advisors LLC | 22,538 | $429K | 0.3% | -18.1% | 0.030% | |
| 5/8/2023 | L.M. Kohn & Company | 14,229 | $271K | 0.1% | -34.9% | 0.019% | |
| 5/8/2023 | Good Life Advisors LLC | 571,100 | $10.87M | 1.4% | +0.3% | 0.749% | |
| 5/8/2023 | Capital Wealth Management LLC | 66,573 | $1.27M | 0.7% | +174.7% | 0.087% | |
| 5/8/2023 | Sigma Planning Corp | 12,964 | $247K | 0.0% | -11.1% | 0.017% | |
| 5/8/2023 | Global Retirement Partners LLC | 45,170 | $854K | 0.0% | -9.7% | 0.059% | |
| 5/5/2023 | Assetmark Inc. | 650,945 | $12.39M | 0.1% | -9.3% | 0.854% | |
| 5/3/2023 | Pinnacle Wealth Planning Services Inc. | 171,291 | $3.26M | 0.5% | +0.5% | 0.225% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 20,636 | $393K | 0.0% | +5.3% | 0.027% | |
| 4/28/2023 | Newman Dignan & Sheerar Inc. | 32,183 | $612K | 0.2% | -52.7% | 0.042% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 184,642 | $3.51M | 0.0% | +100.7% | 0.242% | |
| 4/20/2023 | Accel Wealth Management | 5,489 | $104K | 0.0% | -30.5% | 0.007% | |
| 4/13/2023 | USAdvisors Wealth Management LLC | 46,142 | $878K | 0.4% | N/A | 0.061% | |
| 4/12/2023 | Private Trust Co. NA | 13,285 | $253K | 0.0% | -48.7% | 0.017% | |
| 2/16/2023 | Certified Advisory Corp | 128,279 | $2.37M | 0.5% | +10.8% | 0.169% | |
| 2/13/2023 | Integrated Wealth Concepts LLC | 19,598 | $362K | 0.0% | +34.7% | 0.026% | |
| 2/13/2023 | Pinnacle Wealth Planning Services Inc. | 170,368 | $3.14M | 0.6% | +36.8% | 0.224% | |
| 2/7/2023 | Keystone Financial Group | 15,587 | $288K | 0.1% | -25.1% | 0.020% | |
| 2/7/2023 | Valmark Advisers Inc. | 39,366 | $726K | 0.0% | +7.3% | 0.052% | |
| 2/3/2023 | Tradition Wealth Management LLC | 335,182 | $6.18M | 0.9% | +9.9% | 0.440% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 92,008 | $1.70M | 0.0% | +59.4% | 0.121% | |
| 1/30/2023 | VitalStone Financial LLC | 129,244 | $2.38M | 1.6% | N/A | 0.170% | |
| 1/20/2023 | Newman Dignan & Sheerar Inc. | 68,056 | $1.26M | 0.4% | -4.9% | 0.089% | |
| 1/17/2023 | H&H Retirement Design & Management INC | 29,794 | $556K | 0.5% | +29.4% | 0.039% | |
| 1/17/2023 | Bridge Advisory LLC | 81,578 | $1.51M | 0.6% | -5.3% | 0.106% | |
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| 1/17/2023 | Newbridge Financial Services Group Inc. | 6,833 | $126K | 0.1% | -24.2% | 0.009% | |
| 12/2/2022 | American Trust | 43,138 | $4.60M | 0.4% | N/A | 0.056% | |
| 11/23/2022 | FSB Premier Wealth Management Inc. | 36,351 | $661K | 0.4% | -2.9% | 0.047% | |
| 11/16/2022 | AFG Fiduciary Services Limited Partnership | 338,541 | $6.17M | 5.8% | -5.2% | 0.466% | |
| 11/15/2022 | Flow Traders U.S. LLC | 298,588 | $5.44M | 0.3% | N/A | 0.388% | |
| 11/9/2022 | Pinnacle Wealth Planning Services Inc. | 124,534 | $2.27M | 0.4% | +6.4% | 0.162% | |
| 11/9/2022 | Capital Wealth Alliance LLC | 103,632 | $1.89M | 1.6% | +14.2% | 0.135% | |
| 11/3/2022 | Columbia Asset Management | 5,006 | $91K | 0.0% | N/A | 0.007% | |
| 11/1/2022 | Strategic Asset Management LLC | 2,754 | $32K | 0.1% | +113.0% | 0.004% | |
| 10/25/2022 | Janney Montgomery Scott LLC | 57,709 | $1.05M | 0.0% | +24.9% | 0.075% | |
