| 5/21/2025 | McAdam LLC | 6,448 | $221K | 0.0% | N/A | 0.061% | |
| 5/20/2025 | Focus Partners Wealth | 8,253 | $282K | 0.0% | +13.6% | 0.079% | |
| 5/16/2025 | Jones Financial Companies Lllp | 66,335 | $2.25M | 0.0% | -4.2% | 0.632% | |
| 5/16/2025 | NewEdge Advisors LLC | 18,121 | $620K | 0.0% | -14.6% | 0.173% | |
| 5/15/2025 | Royal Bank of Canada | 544,778 | $18.64M | 0.0% | -2.2% | 5.188% | |
| 5/15/2025 | Evergreen Capital Management LLC | 9,521 | $326K | 0.0% | +5.6% | 0.091% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 35,449 | $1.21M | 0.1% | -13.0% | 0.338% | |
| 5/14/2025 | Comerica Bank | 3,032 | $104K | 0.0% | -13.5% | 0.029% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 26,141 | $894K | 0.0% | -10.1% | 0.249% | |
| 5/13/2025 | Raymond James Financial Inc. | 518,363 | $17.73M | 0.0% | +5.2% | 4.937% | |
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| 5/13/2025 | Cresset Asset Management LLC | 25,710 | $880K | 0.0% | +3.5% | 0.245% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 1,834 | $63K | 0.0% | -78.4% | 0.017% | |
| 5/9/2025 | WealthShield Partners LLC | 30,223 | $1.03M | 0.1% | +2.3% | 0.288% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 30,130 | $1.03M | 0.0% | +2.2% | 0.287% | |
| 5/8/2025 | TIAA Trust National Association | 1,218,425 | $41.68M | 0.1% | -3.8% | 11.604% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 256,703 | $8.78M | 0.2% | +1.3% | 2.445% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 931,027 | $31.85M | 4.8% | +2.4% | 8.867% | |
| 5/8/2025 | RVW Wealth LLC | 18,247 | $624K | 0.1% | -3.9% | 0.174% | |
| 5/8/2025 | Natixis Advisors LLC | 12,341 | $422K | 0.0% | +4.5% | 0.118% | |
| 5/8/2025 | Marshall Investment Management LLC | 2,389 | $82K | 0.1% | -50.1% | 0.023% | |
| 5/7/2025 | LPL Financial LLC | 531,453 | $18.18M | 0.0% | +39.0% | 5.061% | |
| 5/6/2025 | Cetera Investment Advisers | 47,069 | $1.61M | 0.0% | -15.4% | 0.448% | |
| 5/6/2025 | Opes Wealth Management LLC | 37,965 | $1.30M | 0.3% | +26.0% | 0.362% | |
| 5/5/2025 | Private Advisor Group LLC | 10,329 | $353K | 0.0% | -3.1% | 0.097% | |
| 5/2/2025 | Carson Advisory Inc. | 18,970 | $649K | 0.4% | -2.6% | 0.179% | |
| 5/2/2025 | Concord Wealth Partners | 3,434 | $117K | 0.0% | -33.4% | 0.032% | |
| 5/1/2025 | Fingerlakes Wealth Management Inc. | 18,138 | $621K | 0.5% | +1.8% | 0.171% | |
| 4/30/2025 | Abound Financial LLC | 6,356 | $217K | 0.1% | -18.7% | 0.060% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 101,192 | $3.46M | 0.0% | +4.3% | 0.955% | |
| 4/29/2025 | Stage Harbor Financial LLC | 8,633 | $295K | 0.2% | +7.8% | 0.081% | |
| 4/29/2025 | Bank of New York Mellon Corp | 407,372 | $13.94M | 0.0% | +30.3% | 3.843% | |
| 4/25/2025 | Canandaigua National Bank & Trust Co. | 54,041 | $1.85M | 0.2% | -5.9% | 0.510% | |
| 4/24/2025 | Falcon Wealth Planning | 6,598 | $226K | 0.0% | -30.7% | 0.062% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,733 | $401K | 0.0% | +20.9% | 0.111% | |
| 4/22/2025 | ERTS Wealth Advisors LLC | 6,800 | $233K | 0.0% | N/A | 0.064% | |
| 4/18/2025 | CENTRAL TRUST Co | 15,271 | $522K | 0.0% | +2.4% | 0.144% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 52,196 | $1.79M | 0.1% | -37.6% | 0.492% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,744 | $265K | 0.0% | -8.2% | 0.073% | |
| 4/16/2025 | RTD Financial Advisors Inc. | 25,855 | $885K | 0.1% | +13.2% | 0.244% | |
| 4/16/2025 | Neumann Capital Management LLC | 15,560 | $532K | 0.2% | +6.5% | 0.147% | |
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| 4/14/2025 | Regatta Capital Group LLC | 37,202 | $1.27M | 0.2% | -3.1% | 0.351% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,575 | $88K | 0.0% | +28.8% | 0.024% | |
| 4/14/2025 | Revolve Wealth Partners LLC | 26,940 | $922K | 0.1% | +10.9% | 0.254% | |
| 4/14/2025 | LexAurum Advisors LLC | 12,681 | $434K | 0.1% | +12.0% | 0.120% | |
| 4/8/2025 | Parallel Advisors LLC | 853 | $29K | 0.0% | N/A | 0.008% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,440 | $294K | 0.0% | +9.5% | 0.083% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 40,735 | $1.42M | 0.1% | +1.8% | 0.403% | |
| 2/17/2025 | Royal Bank of Canada | 556,954 | $19.39M | 0.0% | +2.7% | 5.514% | |
| 2/17/2025 | Cresset Asset Management LLC | 24,840 | $865K | 0.0% | +7.6% | 0.246% | |
| 2/17/2025 | Cetera Investment Advisers | 55,653 | $1.94M | 0.0% | -1.5% | 0.551% | |
| 2/17/2025 | Citadel Advisors LLC | 6,537 | $228K | 0.0% | +18.7% | 0.065% | |
| 2/17/2025 | Bank of America Corp DE | 294,002 | $10.23M | 0.0% | -0.3% | 2.911% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 6,572 | $229K | 0.0% | -45.4% | 0.065% | |
| 2/14/2025 | Lido Advisors LLC | 33,708 | $1.17M | 0.0% | -57.6% | 0.334% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 153,123 | $5.33M | 0.1% | -2.6% | 1.516% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 5,488 | $191K | 0.0% | -16.4% | 0.054% | |
| 2/14/2025 | Commerce Bank | 17,020 | $592K | 0.0% | -8.6% | 0.169% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,228 | $739K | 0.0% | +3.8% | 0.210% | |
| 2/13/2025 | SageView Advisory Group LLC | 14,500 | $505K | 0.0% | N/A | 0.144% | |
| 2/13/2025 | Raymond James Financial Inc. | 492,936 | $17.16M | 0.0% | N/A | 4.881% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 97,052 | $3.38M | 0.0% | +5.6% | 0.961% | |
| 2/13/2025 | Wells Fargo & Company MN | 123,677 | $4.31M | 0.0% | +3.8% | 1.225% | |
| 2/12/2025 | JPMorgan Chase & Co. | 12,792 | $445K | 0.0% | +4.4% | 0.127% | |
| 2/11/2025 | TIAA Trust National Association | 1,266,248 | $44.08M | 0.1% | -4.8% | 12.537% | |
| 2/11/2025 | LPL Financial LLC | 382,286 | $13.31M | 0.0% | +2.7% | 3.785% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 172,553 | $6.15M | 0.0% | +4.2% | 1.708% | |
| 2/10/2025 | Natixis Advisors LLC | 11,808 | $411K | 0.0% | +12.1% | 0.117% | |
| 2/10/2025 | Greykasell Wealth Strategies Inc. | 8,499 | $296K | 0.2% | N/A | 0.084% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 173,071 | $6.03M | 0.0% | +15.0% | 1.714% | |
| 2/10/2025 | Farther Finance Advisors LLC | 2,000 | $70K | 0.0% | -27.3% | 0.020% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 29,472 | $1.03M | 0.0% | +11.5% | 0.292% | |
| 2/6/2025 | Raymond James Financial Inc. | 492,936 | $17.16M | 0.0% | N/A | 4.881% | |
| 2/6/2025 | Assetmark Inc. | 3,081 | $107K | 0.0% | N/A | 0.031% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,147 | $75K | 0.0% | -70.4% | 0.021% | |
| 2/6/2025 | Jones Financial Companies Lllp | 69,233 | $2.41M | 0.0% | +5.6% | 0.685% | |
| 2/5/2025 | US Bancorp DE | 884 | $31K | 0.0% | N/A | 0.009% | |
| 2/5/2025 | Private Trust Co. NA | 1,870 | $65K | 0.0% | +114.9% | 0.019% | |
| 2/4/2025 | Bank of New York Mellon Corp | 312,654 | $10.88M | 0.0% | +17.0% | 3.096% | |
| 2/4/2025 | Addison Advisors LLC | 21,502 | $748K | 0.2% | +2.6% | 0.213% | |
| 2/4/2025 | WealthShield Partners LLC | 29,546 | $1.03M | 0.1% | +20.8% | 0.293% | |
| 2/4/2025 | Abound Financial LLC | 7,817 | $272K | 0.1% | N/A | 0.077% | |
| 2/4/2025 | Marshall Investment Management LLC | 4,784 | $176K | 0.1% | N/A | 0.047% | |
| 2/3/2025 | Invera Wealth Advisors LLC | 63,360 | $2.29M | 2.3% | -1.3% | 0.627% | |
| 2/3/2025 | Private Advisor Group LLC | 10,656 | $371K | 0.0% | -12.4% | 0.106% | |
| 2/3/2025 | Fingerlakes Wealth Management Inc. | 17,813 | $620K | 0.5% | -6.0% | 0.176% | |
| 1/30/2025 | Opes Wealth Management LLC | 30,130 | $1.05M | 0.2% | -3.6% | 0.298% | |
| 1/30/2025 | Principal Securities Inc. | 869 | $30K | 0.0% | -54.8% | 0.009% | |
| 1/30/2025 | Vicus Capital | 9,863 | $343K | 0.0% | +11.3% | 0.098% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 3,750 | $131K | 0.0% | N/A | 0.037% | |
| 1/27/2025 | Private Wealth Management Group LLC | 9,361 | $326K | 0.1% | -3.0% | 0.093% | |
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| 1/24/2025 | Concord Wealth Partners | 5,153 | $179K | 0.0% | -7.8% | 0.051% | |
| 1/23/2025 | Synergy Asset Management LLC | 6,726 | $235K | 0.0% | N/A | 0.067% | |
| 1/22/2025 | Falcon Wealth Planning | 9,525 | $332K | 0.0% | -3.1% | 0.094% | |
| 1/22/2025 | Greenup Street Wealth Management LLC | 6,441 | $224K | 0.0% | N/A | 0.064% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 253,286 | $8.82M | 0.2% | -2.3% | 2.508% | |
| 1/21/2025 | Regatta Capital Group LLC | 38,380 | $1.34M | 0.3% | +4.1% | 0.380% | |
| 1/21/2025 | LexAurum Advisors LLC | 11,326 | $394K | 0.1% | +6.3% | 0.112% | |
| 1/17/2025 | Avior Wealth Management LLC | 5,093 | $177K | 0.0% | -33.0% | 0.050% | |
| 1/16/2025 | Abacus Wealth Partners LLC | 909,082 | $31.65M | 4.7% | +4.9% | 9.001% | |
| 1/6/2025 | Canandaigua National Bank & Trust Co. | 57,400 | $2.00M | 0.2% | -7.0% | 0.568% | |
