| 8/1/2025 | Rossby Financial LCC | 242,631 | $5.88M | 2.2% | +12.8% | 4.333% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 11,923 | $289K | 0.1% | +8.0% | 0.213% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 15,295 | $371K | 0.0% | +6.8% | 0.273% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 9,964 | $242K | 0.0% | N/A | 0.178% | |
| 7/28/2025 | Smart Portfolios LLC | 27,679 | $671K | 0.7% | -3.0% | 0.494% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 11,068 | $267K | 0.0% | -55.1% | 0.198% | |
| 7/25/2025 | Wealth Advisory Team LLC | 11,713 | $284K | 0.3% | N/A | 0.209% | |
| 7/25/2025 | Natural Investments LLC | 62,688 | $1.52M | 0.4% | +4.5% | 1.119% | |
| 7/24/2025 | rebel Financial LLC | 214,842 | $5.21M | 2.4% | N/A | 3.836% | |
| 7/24/2025 | Live Oak Investment Partners | 8,919 | $216K | 0.2% | -34.2% | 0.159% | |
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| 7/18/2025 | PFG Investments LLC | 535,380 | $12.98M | 0.8% | +4.4% | 9.560% | |
| 7/17/2025 | Clean Yield Group | 38,817 | $941K | 0.3% | -1.9% | 0.706% | |
| 7/17/2025 | Neumann Capital Management LLC | 33,650 | $816K | 0.3% | +15.4% | 0.612% | |
| 7/14/2025 | Golden State Equity Partners | 14,499 | $351K | 0.1% | -7.9% | 0.264% | |
| 7/10/2025 | SK Wealth Management LLC | 8,474 | $204K | 0.1% | N/A | 0.154% | |
| 7/8/2025 | Canandaigua National Bank & Trust Co. | 37,116 | $900K | 0.1% | +5.6% | 0.675% | |
| 5/19/2025 | Jane Street Group LLC | 43,732 | $1.05M | 0.0% | +58.2% | 0.833% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 9,709 | $234K | 0.0% | N/A | 0.185% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 181,312 | $4.36M | 0.0% | -3.7% | 3.454% | |
| 5/14/2025 | CW Advisors LLC | 11,836 | $285K | 0.0% | +11.6% | 0.225% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 187,602 | $4.51M | 0.0% | +11.8% | 3.573% | |
| 5/9/2025 | Natural Investments LLC | 60,014 | $1.44M | 0.4% | +7.8% | 1.143% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 24,633 | $593K | 0.0% | +119.8% | 0.469% | |
| 5/7/2025 | Nottingham Advisors Inc. | 11,575 | $279K | 0.0% | -14.8% | 0.220% | |
| 5/7/2025 | LPL Financial LLC | 628,337 | $15.12M | 0.0% | +6.3% | 11.968% | |
| 5/6/2025 | Cetera Investment Advisers | 11,566 | $278K | 0.0% | +7.9% | 0.220% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 11,038 | $266K | 0.1% | -6.1% | 0.210% | |
| 4/30/2025 | Genus Capital Management Inc. | 9,235 | $222K | 0.0% | -200.0% | 0.176% | |
| 4/30/2025 | Abound Financial LLC | 14,192 | $341K | 0.2% | -21.6% | 0.270% | |
| 4/28/2025 | Rossby Financial LCC | 215,050 | $5.16M | 2.2% | +20.0% | 4.096% | |
| 4/28/2025 | Vontobel Holding Ltd. | 22,930 | $552K | 0.0% | -14.3% | 0.437% | |
| 4/24/2025 | Smart Portfolios LLC | 28,523 | $686K | 0.7% | +3.3% | 0.543% | |
| 4/23/2025 | Golden State Wealth Management LLC | 17,833 | $429K | 0.0% | +7.3% | 0.340% | |
| 4/23/2025 | First Pacific Financial | 7,258 | $175K | 0.0% | -30.2% | 0.138% | |
| 4/23/2025 | Golden State Equity Partners | 15,738 | $379K | 0.1% | +18.3% | 0.300% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,682 | $498K | 0.0% | -6.8% | 0.394% | |
| 4/22/2025 | PFG Investments LLC | 512,742 | $12.34M | 0.8% | +12.0% | 9.767% | |
| 4/18/2025 | Capital Wealth Management LLC | 15,812 | $380K | 0.2% | +4.2% | 0.301% | |
| 4/16/2025 | Neumann Capital Management LLC | 29,150 | $701K | 0.2% | +2.5% | 0.555% | |
| 4/14/2025 | Clean Yield Group | 39,561 | $952K | 0.3% | -6.3% | 0.754% | |
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| 4/9/2025 | Mechanics Bank Trust Department | 14,485 | $349K | 0.0% | N/A | 0.276% | |
| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 12,489 | $295K | 0.1% | N/A | 0.316% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 13,800 | $327K | 0.0% | +7.4% | 0.349% | |
| 2/17/2025 | Cetera Investment Advisers | 10,717 | $254K | 0.0% | +4.9% | 0.271% | |
| 2/17/2025 | Bank of America Corp DE | 14,500 | $344K | 0.0% | +15.1% | 0.367% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 12,852 | $305K | 0.0% | +972.8% | 0.325% | |
| 2/14/2025 | Jane Street Group LLC | 27,643 | $655K | 0.0% | -21.4% | 0.700% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 14,981 | $355K | 0.0% | +16.3% | 0.379% | |
| 2/13/2025 | Rossby Financial LCC | 179,166 | $4.25M | 2.6% | N/A | 4.536% | |
| 2/13/2025 | Raymond James Financial Inc. | 25,146 | $596K | 0.0% | N/A | 0.637% | |
| 2/12/2025 | Nottingham Advisors Inc. | 13,586 | $322K | 0.0% | -13.3% | 0.344% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 167,868 | $3.98M | 0.0% | +22.3% | 4.250% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 10,601 | $251K | 0.0% | -22.4% | 0.268% | |
| 2/11/2025 | LPL Financial LLC | 590,977 | $14.01M | 0.0% | +4.2% | 14.961% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 1,206 | $29K | 0.0% | N/A | 0.031% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,533 | $629K | 0.0% | +18.1% | 0.672% | |
| 2/10/2025 | Smart Portfolios LLC | 27,606 | $654K | 0.7% | N/A | 0.699% | |
| 2/7/2025 | Natural Investments LLC | 55,675 | $1.32M | 0.4% | N/A | 1.409% | |
| 2/6/2025 | Raymond James Financial Inc. | 25,146 | $596K | 0.0% | N/A | 0.637% | |
| 2/6/2025 | Assetmark Inc. | 2,700 | $64K | 0.0% | N/A | 0.068% | |
| 2/5/2025 | Noble Wealth Management PBC | 2,050 | $49K | 0.0% | N/A | 0.052% | |
| 2/5/2025 | Private Trust Co. NA | 2,943 | $70K | 0.0% | N/A | 0.075% | |
| 2/5/2025 | Verus Capital Partners LLC | 9,007 | $213K | 0.0% | +8.6% | 0.228% | |
| 2/4/2025 | Abound Financial LLC | 18,097 | $429K | 0.2% | N/A | 0.458% | |
| 1/30/2025 | Vontobel Holding Ltd. | 26,767 | $634K | 0.0% | +3.2% | 0.678% | |
| 1/28/2025 | Golden State Wealth Management LLC | 16,615 | $394K | 0.1% | N/A | 0.421% | |
| 1/24/2025 | Golden State Equity Partners | 13,303 | $315K | 0.1% | -14.8% | 0.337% | |
| 1/22/2025 | PFG Investments LLC | 457,677 | $10.85M | 0.7% | +18.3% | 11.587% | |
| 1/21/2025 | Neumann Capital Management LLC | 28,450 | $674K | 0.2% | -3.4% | 0.720% | |
| 1/16/2025 | Capital Wealth Management LLC | 15,169 | $360K | 0.2% | N/A | 0.384% | |
| 1/15/2025 | First Pacific Financial | 10,405 | $247K | 0.1% | +46.2% | 0.263% | |
| 1/13/2025 | Clean Yield Group | 42,211 | $1M | 0.3% | -3.9% | 1.069% | |
| 11/15/2024 | Jane Street Group LLC | 35,176 | $863K | 0.0% | -31.2% | 0.891% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 1,198 | $29K | 0.0% | N/A | 0.030% | |
| 10/25/2024 | Golden State Equity Partners | 12,507 | $307K | 0.1% | -3.3% | 0.317% | |
| 10/24/2024 | PFG Investments LLC | 386,926 | $9.50M | 0.6% | +69.1% | 9.796% | |
| 10/23/2024 | Allworth Financial LP | 1,159 | $28K | 0.0% | +125.5% | 0.029% | |
| 10/23/2024 | CWC Advisors LLC. | 10,056 | $247K | 0.2% | N/A | 0.255% | |
| 10/16/2024 | Nottingham Advisors Inc. | 15,679 | $385K | 0.0% | +10.0% | 0.397% | |
| 10/16/2024 | Vontobel Holding Ltd. | 25,943 | $637K | 0.0% | +3.4% | 0.657% | |
| 10/11/2024 | Creative Planning | 13,039 | $320K | 0.0% | +16.5% | 0.330% | |
| 10/11/2024 | Wesbanco Bank Inc. | 18,260 | $448K | 0.0% | -4.0% | 0.462% | |
| 10/8/2024 | Clean Yield Group | 43,919 | $1.08M | 0.3% | -11.7% | 1.112% | |
| 8/8/2024 | American Financial & Tax Strategies Inc. | 11,687 | $276K | 0.1% | N/A | 0.296% | |
| 8/7/2024 | PFG Investments LLC | 228,875 | $5.41M | 0.4% | +1.8% | 5.794% | |
| 8/2/2024 | Larson Financial Group LLC | 3,000 | $71K | 0.0% | N/A | 0.076% | |
| 8/1/2024 | Verus Capital Partners LLC | 7,883 | $186K | 0.0% | -10.9% | 0.200% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 24,112 | $570K | 0.0% | -7.1% | 0.610% | |
| 7/20/2024 | First Pacific Financial | 7,049 | $167K | 0.0% | -19.1% | 0.178% | |
| 7/11/2024 | Canandaigua National Bank & Trust Co. | 34,896 | $825K | 0.1% | N/A | 0.883% | |
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| 7/10/2024 | Albion Financial Group UT | 41,038 | $970K | 0.1% | +1.2% | 1.039% | |
| 7/10/2024 | Clean Yield Group | 49,765 | $1.18M | 0.4% | -6.1% | 1.260% | |
| 5/29/2024 | Clean Yield Group | 52,971 | $1.26M | 0.5% | -3.9% | 1.341% | |
| 5/8/2024 | Neumann Capital Management LLC | 27,600 | $655K | 0.2% | +3.8% | 0.699% | |
| 5/7/2024 | Verus Capital Partners LLC | 8,851 | $210K | 0.0% | N/A | 0.224% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 12,189 | $289K | 0.0% | +4.7% | 0.309% | |
| 5/3/2024 | Etfidea LLC | 8,640 | $205K | 0.1% | -21.3% | 0.219% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 25,964 | $616K | 0.0% | -8.3% | 0.657% | |
| 4/24/2024 | First Pacific Financial | 8,715 | $207K | 0.1% | +8.4% | 0.221% | |
| 4/22/2024 | PFG Investments LLC | 224,815 | $5.34M | 0.3% | N/A | 5.692% | |
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