| 8/1/2025 | Signature Wealth Management Group | 3,185 | $222K | 0.1% | -5.5% | 0.085% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 570,739 | $39.83M | 0.0% | -0.6% | 15.301% | |
| 7/9/2025 | Sunpointe LLC | 51,147 | $3.57M | 1.4% | +0.5% | 1.371% | |
| 7/3/2025 | CPA Asset Management LLC | 61,982 | $4.33M | 1.8% | +9.2% | 1.662% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 130,227 | $9.10M | 2.9% | N/A | 3.520% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 10,603 | $741K | 0.0% | +55.6% | 0.287% | |
| 5/7/2025 | Bedel Financial Consulting Inc. | 69,745 | $4.64M | 0.7% | +14.0% | 1.885% | |
| 5/6/2025 | AE Wealth Management LLC | 12,863 | $899K | 0.0% | +121.1% | 0.348% | |
| 5/2/2025 | Allen Capital Group LLC | 20,741 | $1.45M | 0.2% | +6.3% | 0.561% | |
| 5/2/2025 | Signaturefd LLC | 3,938 | $275K | 0.0% | +27.0% | 0.106% | |
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| 5/1/2025 | SkyOak Wealth LLC | 42,018 | $2.94M | 0.6% | +1.8% | 1.136% | |
| 5/1/2025 | Park Square Financial Group LLC | 1,008 | $70K | 0.1% | N/A | 0.027% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 574,394 | $40.14M | 0.0% | +0.4% | 15.524% | |
| 4/28/2025 | DAVENPORT & Co LLC | 5,685 | $397K | 0.0% | +34.3% | 0.154% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 54,213 | $3.79M | 0.3% | +0.7% | 1.558% | |
| 4/21/2025 | CPA Asset Management LLC | 56,741 | $3.97M | 1.7% | +2.9% | 1.630% | |
| 4/18/2025 | CENTRAL TRUST Co | 2,451 | $171K | 0.0% | -22.8% | 0.070% | |
| 4/17/2025 | Signature Wealth Management Group | 3,372 | $236K | 0.1% | N/A | 0.097% | |
| 4/14/2025 | Orrstown Financial Services Inc. | 7,925 | $554K | 0.1% | -10.5% | 0.228% | |
| 2/17/2025 | Bank of America Corp DE | 27,914 | $1.86M | 0.0% | +95.2% | 0.862% | |
| 2/14/2025 | MML Investors Services LLC | 67,602 | $4.51M | 0.0% | -5.7% | 2.086% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 572,040 | $38.18M | 0.0% | -8.0% | 17.656% | |
| 2/13/2025 | Wells Fargo & Company MN | 16,072 | $1.07M | 0.0% | N/A | 0.496% | |
| 2/11/2025 | American Century Companies Inc. | 1,003,516 | $66.99M | 0.0% | -3.2% | 30.973% | |
| 2/10/2025 | Signaturefd LLC | 3,100 | $207K | 0.0% | N/A | 0.096% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 53,828 | $3.59M | 0.3% | +2.7% | 1.661% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 66,936 | $4.47M | 0.0% | +0.3% | 2.066% | |
| 2/6/2025 | Bedel Financial Consulting Inc. | 61,190 | $4.24M | 0.6% | -0.4% | 1.889% | |
| 2/4/2025 | CPA Asset Management LLC | 55,130 | $3.68M | 1.7% | +39.7% | 1.702% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 39,017 | $2.60M | 0.2% | -2.8% | 1.204% | |
| 2/3/2025 | Sunpointe LLC | 50,895 | $3.40M | 1.7% | +862.3% | 1.571% | |
| 1/24/2025 | CENTRAL TRUST Co | 3,174 | $212K | 0.0% | -20.5% | 0.098% | |
| 1/24/2025 | SkyOak Wealth LLC | 41,289 | $2.76M | 0.6% | -0.6% | 1.274% | |
| 1/24/2025 | DAVENPORT & Co LLC | 4,233 | $283K | 0.0% | +15.3% | 0.131% | |
| 1/23/2025 | Orrstown Financial Services Inc. | 8,850 | $591K | 0.2% | -54.3% | 0.273% | |
| 1/23/2025 | Allen Capital Group LLC | 19,515 | $1.30M | 0.2% | +4.1% | 0.602% | |
| 1/15/2025 | Dominguez Wealth Management Solutions Inc. | 8,527 | $569K | 0.4% | -3.3% | 0.263% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 40,153 | $2.81M | 0.2% | -3.2% | 1.239% | |
| 11/15/2024 | MML Investors Services LLC | 71,717 | $5.02M | 0.0% | +34.5% | 2.213% | |
| 11/15/2024 | EP Wealth Advisors LLC | 9,950 | $696K | 0.0% | N/A | 0.307% | |
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| 10/28/2024 | Creative Financial Designs Inc. ADV | 52,414 | $3.67M | 0.3% | -6.5% | 1.618% | |
| 10/24/2024 | Orrstown Financial Services Inc. | 19,350 | $1.35M | 0.4% | +2.9% | 0.597% | |
| 10/23/2024 | CENTRAL TRUST Co | 3,990 | $279K | 0.0% | -25.1% | 0.123% | |
| 10/22/2024 | CPA Asset Management LLC | 39,477 | $2.76M | 1.3% | +71.1% | 1.218% | |
| 10/17/2024 | Claro Advisors LLC | 75,766 | $5.30M | 0.5% | +1,969.5% | 2.338% | |
| 10/16/2024 | Sunpointe LLC | 5,289 | $370K | 0.3% | N/A | 0.163% | |
| 10/15/2024 | Investment Advisory Group LLC | 3,050 | $213K | 0.1% | N/A | 0.094% | |
| 10/11/2024 | Creative Planning | 578,033 | $40.44M | 0.0% | -4.9% | 17.841% | |
| 10/3/2024 | Dominguez Wealth Management Solutions Inc. | 8,819 | $617K | 0.4% | -3.7% | 0.272% | |
| 8/16/2024 | Creative Planning | 607,741 | $38.00M | 0.0% | -1.6% | 18.757% | |
| 8/12/2024 | SkyOak Wealth LLC | 41,533 | $2.60M | 0.6% | +5.0% | 1.282% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 692,522 | $43.31M | 0.0% | +32.4% | 21.374% | |
| 8/8/2024 | American Century Companies Inc. | 1,049,942 | $65.66M | 0.0% | -2.6% | 32.406% | |
| 8/1/2024 | Claro Advisors LLC | 3,661 | $229K | 0.0% | N/A | 0.113% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 63,898 | $4.00M | 0.0% | +0.6% | 1.972% | |
| 7/30/2024 | Pine Valley Investments Ltd Liability Co | 41,476 | $2.59M | 0.2% | -1.3% | 1.280% | |
| 7/25/2024 | First Heartland Consultants Inc. | 10,321 | $645K | 0.0% | -95.7% | 0.319% | |
| 7/11/2024 | CPA Asset Management LLC | 23,075 | $1.44M | 0.8% | +3.8% | 0.712% | |
| 7/10/2024 | Dominguez Wealth Management Solutions Inc. | 9,156 | $573K | 0.4% | -5.7% | 0.283% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 3,643 | $237K | 0.0% | -4.7% | 0.112% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 64,857 | $4.21M | 0.7% | +1.9% | 2.002% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 8,577 | $557K | 0.0% | N/A | 0.262% | |
| 4/30/2024 | SkyOak Wealth LLC | 39,551 | $2.57M | 0.6% | +103.1% | 1.210% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 63,528 | $4.13M | 0.0% | -0.3% | 1.943% | |
| 4/24/2024 | CENTRAL TRUST Co | 25,163 | $1.64M | 0.0% | -24.4% | 0.770% | |
| 4/18/2024 | Dominguez Wealth Management Solutions Inc. | 9,707 | $631K | 0.5% | -3.5% | 0.260% | |
| 10/26/2023 | CENTRAL TRUST Co | 34,520 | $1.97M | 0.1% | +6.1% | 0.923% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,057 | $231K | 0.0% | +16.4% | 0.108% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 66,948 | $3.81M | 0.0% | -4.8% | 1.790% | |
| 10/18/2023 | Dominguez Wealth Management Solutions Inc. | 10,596 | $603K | 0.6% | -3.8% | 0.283% | |
| 10/10/2023 | StrongBox Wealth LLC | 5,163 | $294K | 0.2% | -70.9% | 0.138% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 70,287 | $4.20M | 0.0% | -10.8% | 1.879% | |
| 8/10/2023 | Bedel Financial Consulting Inc. | 60,503 | $3.61M | 0.8% | +22.0% | 1.618% | |
| 8/8/2023 | Claro Advisors LLC | 19,366 | $1.16M | 0.3% | -4.3% | 0.490% | |
| 8/8/2023 | Cosner Financial Group LLC | 9,484 | $566K | 0.5% | N/A | 0.240% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 376,285 | $22.48M | 0.0% | +18.1% | 9.526% | |
| 7/26/2023 | First Heartland Consultants Inc. | 422,386 | $25.23M | 3.3% | -2.1% | 10.693% | |
| 7/26/2023 | CENTRAL TRUST Co | 32,527 | $1.94M | 0.1% | +20.4% | 0.823% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 57,563 | $3.44M | 0.4% | +4.7% | 1.457% | |
| 7/24/2023 | Allen Capital Group LLC | 14,127 | $844K | 0.1% | +7.4% | 0.358% | |
| 7/21/2023 | Creative Planning | 634,782 | $37.92M | 0.1% | -1.4% | 16.070% | |
| 7/19/2023 | CIC Wealth LLC | 5,577 | $333K | 0.1% | -76.8% | 0.141% | |
| 7/17/2023 | Beacon Financial Advisory LLC | 5,344 | $319K | 0.2% | +7.0% | 0.135% | |
| 7/13/2023 | Dominguez Wealth Management Solutions Inc. | 11,010 | $658K | 0.6% | +2.2% | 0.279% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 3,484 | $208K | 0.0% | N/A | 0.088% | |
| 5/11/2023 | Synovus Financial Corp | 5,443 | $316K | 0.0% | -5.0% | 0.140% | |
| 5/11/2023 | American Century Companies Inc. | 1,181,941 | $68.59M | 0.1% | -0.5% | 30.462% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 318,545 | $18.48M | 0.0% | +19.1% | 8.210% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 78,754 | $4.57M | 0.0% | -0.9% | 2.030% | |
| 5/2/2023 | Bedel Financial Consulting Inc. | 49,599 | $2.88M | 0.7% | +39.2% | 1.278% | |
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| 4/28/2023 | Allen Capital Group LLC | 13,152 | $763K | 0.1% | N/A | 0.339% | |
| 4/25/2023 | Creative Financial Designs Inc. ADV | 54,986 | $3.19M | 0.4% | N/A | 1.417% | |
| 4/24/2023 | Dominguez Wealth Management Solutions Inc. | 10,777 | $625K | 0.6% | +2.5% | 0.278% | |
| 4/21/2023 | StrongBox Wealth LLC | 32,250 | $1.87M | 1.3% | -30.2% | 0.831% | |
| 4/19/2023 | CENTRAL TRUST Co | 27,026 | $1.57M | 0.0% | +34.2% | 0.697% | |
| 4/17/2023 | First Heartland Consultants Inc. | 431,479 | $25.04M | 3.8% | -2.0% | 11.121% | |
| 4/17/2023 | Claro Advisors LLC | 20,235 | $1.17M | 0.3% | -2.7% | 0.522% | |
| 3/13/2023 | Claro Advisors LLC | 20,788 | $1.22M | 0.4% | -16.8% | 0.547% | |
| 2/13/2023 | American Century Companies Inc. | 1,187,746 | $69.84M | 0.1% | -10.5% | 0.000% | |
| 2/10/2023 | Creative Planning | 646,961 | $38.04M | 0.1% | -0.7% | 0.000% | |
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