| 8/8/2025 | Rockefeller Capital Management L.P. | 354,726 | $15.03M | 0.0% | +4.4% | 1.704% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 31,103 | $1.32M | 0.1% | -5.5% | 0.149% | |
| 8/8/2025 | Cetera Investment Advisers | 154,336 | $6.54M | 0.0% | +14.3% | 0.741% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 3,058 | $130K | 0.1% | -7.2% | 0.015% | |
| 8/7/2025 | Allworth Financial LP | 265,635 | $11.26M | 0.1% | +1.7% | 1.276% | |
| 8/7/2025 | Summit Asset Management LLC | 5,250 | $222K | 0.0% | N/A | 0.025% | |
| 8/6/2025 | RWA Wealth Partners LLC | 49,297 | $2.09M | 0.0% | -13.4% | 0.237% | |
| 8/5/2025 | Sigma Planning Corp | 13,576 | $575K | 0.0% | +13.7% | 0.065% | |
| 8/4/2025 | WNY Asset Management LLC | 6,535 | $277K | 0.0% | -12.9% | 0.031% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 264,123 | $11.19M | 0.0% | +0.9% | 1.269% | |
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| 7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 14,610 | $619K | 0.0% | +8.8% | 0.070% | |
| 7/30/2025 | Strategic Blueprint LLC | 14,531 | $616K | 0.0% | -5.4% | 0.070% | |
| 7/29/2025 | MB Levis & Associates LLC | 10,925 | $463K | 0.2% | +25.4% | 0.052% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 11,890 | $504K | 0.0% | -77.2% | 0.057% | |
| 7/29/2025 | Stratos Investment Management LLC | 111,410 | $4.72M | 0.2% | +54.4% | 0.535% | |
| 7/28/2025 | Harbour Investments Inc. | 13,938 | $591K | 0.0% | +28.4% | 0.067% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 79,675 | $3.38M | 0.1% | +35.3% | 0.383% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 332,120 | $14.08M | 0.0% | -5.2% | 1.595% | |
| 7/25/2025 | Bill Few Associates Inc. | 24,547 | $1.04M | 0.3% | +125.6% | 0.117% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 318,328 | $13.49M | 7.1% | -1.1% | 1.522% | |
| 7/25/2025 | CWM LLC | 9,386 | $398K | 0.0% | +224.2% | 0.045% | |
| 7/24/2025 | Financial Connections Group Inc. | 42,616 | $1.81M | 0.7% | -10.1% | 0.204% | |
| 7/24/2025 | NavPoint Financial Inc. | 21,565 | $914K | 0.6% | +1.5% | 0.103% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 26,647 | $1.13M | 0.1% | +1.0% | 0.127% | |
| 7/22/2025 | DAVENPORT & Co LLC | 5,250 | $222K | 0.0% | N/A | 0.025% | |
| 7/22/2025 | MBL Wealth LLC | 144,787 | $6.14M | 0.6% | N/A | 0.695% | |
| 7/22/2025 | Wealthcare Capital Partners LLC | 9,202 | $390K | 0.2% | +44.1% | 0.044% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 791 | $34K | 0.0% | N/A | 0.004% | |
| 7/18/2025 | TPG Advisors LLC | 92,611 | $3.93M | 2.8% | +0.3% | 0.445% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 20,059 | $850K | 0.0% | +18.6% | 0.096% | |
| 7/16/2025 | Swisher Financial Concepts Inc. | 6,506 | $276K | 0.2% | -9.1% | 0.031% | |
| 7/14/2025 | AdvisorNet Financial Inc | 1,376 | $58K | 0.0% | -51.4% | 0.007% | |
| 7/14/2025 | Lighthouse Wealth Management Inc. | 20,974 | $889K | 0.8% | +264.1% | 0.101% | |
| 7/11/2025 | Adirondack Trust Co. | 5,783 | $245K | 0.1% | -5.1% | 0.028% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 72,276 | $3.09M | 0.0% | +31.0% | 0.348% | |
| 7/9/2025 | Balefire LLC | 8,113 | $344K | 0.1% | N/A | 0.039% | |
| 7/9/2025 | Sandy Cove Advisors LLC | 5,195 | $220K | 0.1% | N/A | 0.025% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 13,151 | $531K | 0.0% | +59.3% | 0.064% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 8,650 | $349K | 0.0% | +9.5% | 0.044% | |
| 5/20/2025 | Focus Partners Wealth | 168,136 | $6.79M | 0.0% | +8.0% | 0.853% | |
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| 5/16/2025 | Arete Wealth Advisors LLC | 10,733 | $434K | 0.0% | +3.2% | 0.054% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 19,841 | $802K | 0.0% | -9.2% | 0.101% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,151 | $531K | 0.0% | +59.3% | 0.067% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,146,872 | $46.33M | 0.0% | +13.9% | 5.819% | |
| 5/14/2025 | RWA Wealth Partners LLC | 56,898 | $2.30M | 0.0% | -5.4% | 0.289% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 15,953 | $645K | 0.0% | -7.9% | 0.081% | |
| 5/9/2025 | Financial Connections Group Inc. | 47,413 | $1.92M | 0.9% | -0.7% | 0.243% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 16,616 | $671K | 0.0% | +25.9% | 0.085% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 32,897 | $1.33M | 0.1% | -2.1% | 0.169% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 494,353 | $19.97M | 0.0% | +3.2% | 2.535% | |
| 5/9/2025 | Argent Trust Co | 6,709 | $271K | 0.0% | +9.9% | 0.034% | |
| 5/8/2025 | Harbour Investments Inc. | 10,851 | $438K | 0.0% | +36.5% | 0.056% | |
| 5/7/2025 | MB Levis & Associates LLC | 8,715 | $352K | 0.2% | +81.6% | 0.045% | |
| 5/7/2025 | Frontier Asset Management LLC | 211,451 | $8.54M | 2.5% | -3.3% | 1.084% | |
| 5/7/2025 | Cornerstone Advisory LLC | 10,439 | $417K | 0.0% | -5.4% | 0.054% | |
| 5/6/2025 | Cetera Investment Advisers | 135,029 | $5.46M | 0.0% | +3.6% | 0.692% | |
| 5/5/2025 | WNY Asset Management LLC | 7,505 | $303K | 0.0% | -96.4% | 0.038% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 107,705 | $4.35M | 0.1% | -4.0% | 0.552% | |
| 5/5/2025 | Csenge Advisory Group | 11,226 | $429K | 0.0% | +6.4% | 0.058% | |
| 5/5/2025 | Formidable Asset Management LLC | 75,250 | $3.04M | 0.5% | -2.3% | 0.386% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 100,121 | $4.05M | 1.0% | +6.7% | 0.513% | |
| 5/2/2025 | Sigma Planning Corp | 11,939 | $482K | 0.0% | +10.9% | 0.061% | |
| 5/1/2025 | CWM LLC | 2,895 | $117K | 0.0% | -88.5% | 0.015% | |
| 4/30/2025 | Allworth Financial LP | 261,089 | $10.24M | 0.1% | +0.2% | 1.339% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 58,900 | $2.38M | 0.1% | +13.5% | 0.302% | |
| 4/30/2025 | John W. Brooker & Co. CPAs | 19,852 | $802K | 0.3% | +5.1% | 0.102% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 52,202 | $2.11M | 0.1% | -57.5% | 0.268% | |
| 4/30/2025 | Stratos Investment Management LLC | 72,151 | $2.92M | 0.2% | N/A | 0.370% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 261,684 | $10.57M | 0.0% | -3.9% | 1.342% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 8,653 | $350K | 0.0% | +49.1% | 0.044% | |
| 4/29/2025 | Strategic Blueprint LLC | 15,364 | $621K | 0.0% | -6.2% | 0.079% | |
| 4/28/2025 | Equita Financial Network Inc. | 15,459 | $625K | 0.2% | -11.3% | 0.079% | |
| 4/28/2025 | Rossby Financial LCC | 640 | $25K | 0.0% | N/A | 0.003% | |
| 4/25/2025 | Essex Financial Services Inc. | 5,103 | $206K | 0.0% | N/A | 0.026% | |
| 4/24/2025 | TPG Advisors LLC | 92,358 | $3.73M | 2.9% | +2.6% | 0.474% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 350,230 | $14.15M | 0.1% | -2.5% | 1.796% | |
| 4/23/2025 | Continuum Advisory LLC | 35,587 | $1.44M | 0.2% | -2.7% | 0.182% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 50,670 | $2.05M | 0.0% | +58.8% | 0.260% | |
| 4/22/2025 | Lighthouse Wealth Management Inc. | 5,760 | $233K | 0.2% | N/A | 0.030% | |
| 4/21/2025 | United Advisor Group LLC | 194,833 | $7.87M | 1.6% | +3.7% | 0.999% | |
| 4/17/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 13,425 | $542K | 0.0% | +42.7% | 0.070% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 16,915 | $683K | 0.0% | +2.2% | 0.088% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 55,175 | $2.23M | 0.0% | +692.6% | 0.287% | |
| 4/15/2025 | Yarger Wealth Strategies LLC | 321,783 | $13M | 7.6% | +2.3% | 1.673% | |
| 4/14/2025 | Wealthcare Capital Partners LLC | 6,388 | $258K | 0.1% | +24.7% | 0.033% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 7,155 | $289K | 0.2% | -8.2% | 0.037% | |
| 4/9/2025 | Future Financial Wealth Managment LLC | 6,836 | $276K | 0.2% | -7.9% | 0.036% | |
| 4/3/2025 | Adirondack Trust Co. | 6,092 | $246K | 0.1% | -9.2% | 0.032% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,961 | $276K | 0.0% | -3.6% | 0.036% | |
| 2/24/2025 | United Advisor Group LLC | 187,869 | $7.44M | 1.5% | +3.7% | 0.987% | |
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| 2/21/2025 | WNY Asset Management LLC | 207,295 | $8.21M | 1.0% | -87.3% | 1.919% | |
| 2/19/2025 | Formidable Asset Management LLC | 77,005 | $3.05M | 0.5% | +59.8% | 0.713% | |
| 2/18/2025 | Cornerstone Advisory LLC | 11,033 | $460K | 0.1% | -32.5% | 0.102% | |
| 2/18/2025 | First Heartland Consultants Inc. | 6,890 | $273K | 0.0% | N/A | 0.064% | |
| 2/18/2025 | Continuum Advisory LLC | 36,586 | $1.45M | 0.2% | +21.8% | 0.339% | |
| 2/17/2025 | Focus Partners Wealth | 155,681 | $6.16M | 0.0% | N/A | 1.441% | |
| 2/17/2025 | Cetera Investment Advisers | 130,326 | $5.16M | 0.0% | -1.8% | 1.207% | |
| 2/17/2025 | Bank of America Corp DE | 1,176,882 | $46.59M | 0.0% | +2.4% | 10.897% | |
| 2/17/2025 | Benjamin Edwards Inc. | 5,906 | $234K | 0.0% | N/A | 0.055% | |
| 2/14/2025 | Price T Rowe Associates Inc. MD | 1,525,001 | $60.38M | 0.0% | +35.6% | 14.120% | |
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