| 7/7/2026 | Canandaigua National Bank & Trust Co. | 38,092 | $919K | 0.1% | N/A | 0.501% | |
| 5/22/2026 | Verus Capital Partners LLC | 11,375 | $273K | 0.0% | +7.7% | 0.155% | |
| 5/19/2026 | Western Wealth Management LLC | 2,419 | $58K | 0.0% | N/A | 0.033% | |
| 5/19/2026 | Bank of America Corp DE | 18,195 | $436K | 0.0% | -13.8% | 0.248% | |
| 5/13/2026 | Cetera Investment Advisers | 16,104 | $386K | 0.0% | +13.0% | 0.219% | |
| 5/4/2026 | Abound Financial LLC | 9,324 | $223K | 0.1% | -5.7% | 0.127% | |
| 4/30/2026 | Kestra Advisory Services LLC | 13,599 | $326K | 0.0% | -6.0% | 0.185% | |
| 4/28/2026 | Ascentis Independent Advisors | 20,767 | $498K | 0.0% | N/A | 0.283% | |
| 4/27/2026 | PFG Investments LLC | 724,904 | $17.37M | 0.8% | -1.7% | 9.863% | |
| 4/25/2026 | rebel Financial LLC | 242,879 | $5.82M | 2.5% | +4.3% | 3.304% | |
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| 4/24/2026 | True Blue Financial LLC | 31,466 | $754K | 0.6% | -4.1% | 0.428% | |
| 4/23/2026 | Apollon Wealth Management LLC | 8,682 | $208K | 0.0% | N/A | 0.118% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 18,969 | $454K | 0.0% | N/A | 0.258% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 11,902 | $290K | 0.0% | -14.7% | 0.172% | |
| 2/17/2026 | Osaic Holdings Inc. | 23,765 | $578K | 0.0% | +4.4% | 0.344% | |
| 2/17/2026 | Abound Financial LLC | 9,887 | $241K | 0.1% | -17.7% | 0.143% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 11,406 | $278K | 0.0% | -26.3% | 0.165% | |
| 2/13/2026 | Golden State Wealth Management LLC | 17,372 | $423K | 0.0% | +3.1% | 0.252% | |
| 2/13/2026 | Vontobel Holding Ltd. | 45,469 | $1.11M | 0.0% | +98.3% | 0.659% | |
| 2/12/2026 | Rossby Financial LCC | 313,807 | $7.64M | 2.4% | +11.8% | 4.548% | |
| 2/12/2026 | Jane Street Group LLC | 29,127 | $709K | 0.0% | -60.9% | 0.422% | |
| 2/12/2026 | Financial Engines Advisors L.L.C. | 155,374 | $3.78M | 0.0% | +19.6% | 2.252% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 24,521 | $597K | 0.0% | -2.8% | 0.355% | |
| 2/12/2026 | SBE LLC DBA Cedar Cove Wealth Partners | 12,648 | $308K | 0.2% | N/A | 0.183% | |
| 2/12/2026 | Investor s Fiduciary Advisor Network LLC | 13,569 | $330K | 0.1% | +9.7% | 0.197% | |
| 2/11/2026 | Focus Partners Advisor Solutions LLC | 14,333 | $349K | 0.0% | -38.1% | 0.208% | |
| 2/11/2026 | LPL Financial LLC | 854,869 | $20.80M | 0.0% | +12.7% | 12.389% | |
| 2/11/2026 | Verus Capital Partners LLC | 10,564 | $257K | 0.0% | +9.1% | 0.153% | |
| 2/9/2026 | Goepper Burkhardt LLC | 9,100 | $221K | 0.1% | +9.6% | 0.132% | |
| 2/5/2026 | Wealth Advisory Team LLC | 12,066 | $294K | 0.3% | N/A | 0.175% | |
| 2/5/2026 | TrueWealth Financial Partners | 32,678 | $795K | 0.7% | N/A | 0.474% | |
| 2/2/2026 | Mutual Advisors LLC | 9,298 | $226K | 0.0% | N/A | 0.135% | |
| 2/2/2026 | Capital Wealth Management LLC | 14,636 | $356K | 0.1% | -4.1% | 0.212% | |
| 1/30/2026 | Smart Portfolios LLC | 29,564 | $719K | 0.7% | +4.1% | 0.428% | |
| 1/30/2026 | Canandaigua National Bank & Trust Co. | 38,231 | $930K | 0.1% | +2.9% | 0.554% | |
| 1/30/2026 | American Financial & Tax Strategies Inc. | 13,167 | $320K | 0.2% | +3.7% | 0.191% | |
| 1/29/2026 | Live Oak Investment Partners | 16,579 | $403K | 0.2% | +26.8% | 0.240% | |
| 1/26/2026 | PFG Investments LLC | 737,234 | $17.94M | 0.8% | +36.8% | 10.685% | |
| 1/23/2026 | Natural Investments LLC | 63,969 | $1.56M | 0.4% | N/A | 0.927% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 4,147 | $101K | 0.0% | N/A | 0.060% | |
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| 1/16/2026 | First Pacific Financial | 7,520 | $183K | 0.0% | -15.4% | 0.113% | |
| 1/14/2026 | Neumann Capital Management LLC | 36,550 | $889K | 0.3% | +8.6% | 0.550% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 21,353 | $520K | 0.0% | N/A | 0.321% | |
| 11/18/2025 | Advisory Services Network LLC | 5,590 | $137K | 0.0% | N/A | 0.089% | |
| 11/17/2025 | Financial Engines Advisors L.L.C. | 129,904 | $3.17M | 0.0% | +6.2% | 2.062% | |
| 11/17/2025 | Mariner LLC | 47,171 | $1.15M | 0.0% | +2.3% | 0.749% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 15,466 | $378K | 0.0% | +14.8% | 0.245% | |
| 11/17/2025 | Bank of America Corp DE | 21,056 | $514K | 0.0% | +3.9% | 0.334% | |
| 11/14/2025 | Raymond James Financial Inc. | 27,306 | $667K | 0.0% | +8.6% | 0.433% | |
| 11/13/2025 | UBS Group AG | 77,308 | $1.89M | 0.0% | +3.1% | 1.227% | |
| 11/13/2025 | Private Advisor Group LLC | 8,832 | $216K | 0.0% | N/A | 0.140% | |
| 11/12/2025 | Focus Partners Advisor Solutions LLC | 23,140 | $564K | 0.0% | +132.2% | 0.367% | |
| 11/10/2025 | MAI Capital Management | 5,040 | $123K | 0.0% | +9.1% | 0.080% | |
| 11/10/2025 | Verus Capital Partners LLC | 9,679 | $236K | 0.0% | N/A | 0.154% | |
| 11/10/2025 | Rossby Financial LCC | 280,710 | $6.85M | 2.2% | +15.7% | 4.456% | |
| 11/7/2025 | Founders Financial Alliance LLC | 1,360 | $33K | 0.0% | N/A | 0.022% | |
| 11/3/2025 | Saxon Interests Inc. | 11,390 | $278K | 0.1% | N/A | 0.181% | |
| 10/31/2025 | PFG Investments LLC | 538,790 | $13.16M | 0.7% | +0.6% | 8.552% | |
| 10/30/2025 | Smart Portfolios LLC | 28,401 | $694K | 0.7% | +2.6% | 0.451% | |
| 10/30/2025 | Impact Investors Inc | 15,837 | $387K | 0.3% | N/A | 0.251% | |
| 10/29/2025 | Live Oak Investment Partners | 13,079 | $320K | 0.2% | +46.6% | 0.208% | |
| 10/28/2025 | Live Oak Investment Partners | 15,494 | $351K | 0.3% | +73.7% | 0.246% | |
| 10/23/2025 | Clean Yield Group | 38,293 | $936K | 0.3% | -1.3% | 0.623% | |
| 10/21/2025 | First Pacific Financial | 8,894 | $217K | 0.0% | +21.2% | 0.145% | |
| 10/21/2025 | Golden State Equity Partners | 17,034 | $416K | 0.1% | +17.5% | 0.277% | |
| 10/20/2025 | American Financial & Tax Strategies Inc. | 12,702 | $310K | 0.2% | +6.5% | 0.207% | |
| 10/17/2025 | Perigon Wealth Management LLC | 8,580 | $210K | 0.0% | N/A | 0.142% | |
| 10/15/2025 | Capital Wealth Management LLC | 15,261 | $373K | 0.1% | -2.9% | 0.252% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,270 | $249K | 0.0% | +148.1% | 0.183% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 8,561 | $208K | 0.0% | N/A | 0.153% | |
| 8/15/2025 | Bank of America Corp DE | 20,259 | $491K | 0.0% | +6.7% | 0.362% | |
| 8/14/2025 | Jane Street Group LLC | 29,911 | $725K | 0.0% | -31.6% | 0.534% | |
| 8/13/2025 | CW Advisors LLC | 13,707 | $332K | 0.0% | +15.8% | 0.245% | |
| 8/8/2025 | Cetera Investment Advisers | 13,145 | $319K | 0.0% | +13.7% | 0.235% | |
| 8/8/2025 | Creative Planning | 21,344 | $517K | 0.0% | +56.3% | 0.381% | |
| 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% | |
| 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% | |
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| 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% | |