| 5/29/2025 | Parkshore Wealth Management Inc. | 65,200 | $3.08M | 1.8% | -8.6% | 0.497% | |
| 5/29/2025 | Apeiron RIA LLC | 117,922 | $5.56M | 1.7% | +2.0% | 0.899% | |
| 5/27/2025 | Jacobi Capital Management LLC | 11,605 | $547K | 0.0% | +18.5% | 0.088% | |
| 5/20/2025 | Focus Partners Wealth | 832,321 | $39.25M | 0.1% | +3,632.5% | 6.344% | |
| 5/19/2025 | Jane Street Group LLC | 50,426 | $2.38M | 0.0% | -81.4% | 0.384% | |
| 5/16/2025 | Empowered Funds LLC | 796,550 | $37.57M | 0.5% | +5.4% | 6.071% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,316 | $345K | 0.0% | -55.2% | 0.056% | |
| 5/16/2025 | AQR Capital Management LLC | 17,265 | $814K | 0.0% | +36.4% | 0.132% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 99,580 | $4.70M | 0.1% | +7.0% | 0.759% | |
| 5/15/2025 | Betterment LLC | 4,981 | $235K | 0.0% | N/A | 0.038% | |
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| 5/15/2025 | Tortoise Investment Management LLC | 71,531 | $3.37M | 0.4% | +12.9% | 0.545% | |
| 5/14/2025 | Entrewealth LLC | 27,836 | $1.31M | 1.0% | +64.0% | 0.222% | |
| 5/14/2025 | NCM Capital Management LLC | 16,776 | $791K | 0.4% | +3.8% | 0.134% | |
| 5/14/2025 | B&D White Capital Company LLC | 95,952 | $4.52M | 0.7% | +228.3% | 0.766% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,720 | $128K | 0.0% | +77.9% | 0.022% | |
| 5/13/2025 | Cascade Financial Partners LLC | 76,140 | $3.59M | 0.5% | +34.8% | 0.608% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 84,065 | $3.97M | 0.0% | N/A | 0.671% | |
| 5/13/2025 | Cresset Asset Management LLC | 25,446 | $1.20M | 0.0% | +309.3% | 0.203% | |
| 5/13/2025 | American Century Companies Inc. | 956,758 | $45.12M | 0.0% | +23.3% | 7.642% | |
| 5/13/2025 | HighTower Advisors LLC | 196,015 | $9.24M | 0.0% | +102.0% | 1.566% | |
| 5/12/2025 | CCM Investment Group LLC | 796,318 | $37.75M | 4.0% | N/A | 6.360% | |
| 5/12/2025 | AlphaCore Capital LLC | 21,578 | $1.02M | 0.1% | N/A | 0.172% | |
| 5/8/2025 | Meredith Wealth Planning | 236,254 | $11.14M | 4.9% | +3.0% | 1.887% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 12,433 | $586K | 0.1% | +24.0% | 0.099% | |
| 5/7/2025 | LPL Financial LLC | 47,399 | $2.24M | 0.0% | +18.6% | 0.379% | |
| 5/7/2025 | HB Wealth Management LLC | 10,180 | $480K | 0.0% | N/A | 0.081% | |
| 5/6/2025 | Golden Bell Financial Planning LLC | 160,941 | $7.59M | 7.4% | -0.4% | 1.285% | |
| 5/6/2025 | Guidance Capital Inc. | 7,881 | $386K | 0.1% | +12.0% | 0.063% | |
| 5/5/2025 | Allegiance Financial Group Advisory Services LLC | 142,045 | $6.70M | 2.0% | +10.4% | 1.135% | |
| 5/5/2025 | Private Advisor Group LLC | 44,404 | $2.09M | 0.0% | -0.6% | 0.355% | |
| 5/2/2025 | Forum Financial Management LP | 15,196 | $717K | 0.0% | N/A | 0.121% | |
| 5/2/2025 | MB Generational Wealth LLC | 87,241 | $4.11M | 3.1% | +0.2% | 0.697% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 95,545 | $4.51M | 2.3% | +21.7% | 0.763% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 129,351 | $6.10M | 1.4% | +2.8% | 1.033% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 107,503 | $5.07M | 3.3% | +11.7% | 0.859% | |
| 5/1/2025 | Austin Wealth Management LLC | 127,750 | $6.09M | 1.2% | +15.2% | 1.020% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 39,316 | $1.85M | 0.0% | +11.1% | 0.314% | |
| 4/29/2025 | Callan Capital LLC | 56,044 | $2.64M | 0.2% | +7.4% | 0.448% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 205,807 | $9.71M | 0.0% | +20.2% | 1.644% | |
| 4/29/2025 | Cloud Capital Management LLC | 5,964 | $281K | 0.2% | N/A | 0.048% | |
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| 4/29/2025 | CoreFirst Bank & Trust | 30,512 | $1.44M | 0.9% | +6.4% | 0.244% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 17,095 | $806K | 0.1% | +14.8% | 0.137% | |
| 4/29/2025 | Strategic Blueprint LLC | 47,305 | $2.23M | 0.1% | +7.6% | 0.378% | |
| 4/28/2025 | Global Strategic Investment Solutions LLC | 152,102 | $7.17M | 0.8% | +37.1% | 1.215% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 215,670 | $10.22M | 4.1% | -0.9% | 1.723% | |
| 4/25/2025 | Oceanside Advisors LLC | 91,493 | $4.32M | 3.1% | +7.3% | 0.731% | |
| 4/25/2025 | Enzi Wealth | 104,017 | $4.96M | 2.0% | +4.0% | 0.831% | |
| 4/24/2025 | BSW Wealth Partners | 183,098 | $8.64M | 1.3% | +1.1% | 1.462% | |
| 4/23/2025 | Perigon Wealth Management LLC | 127,888 | $6.03M | 0.2% | -8.6% | 1.021% | |
| 4/23/2025 | Northland Capital Management LLC | 61,448 | $2.90M | 2.0% | +0.9% | 0.491% | |
| 4/23/2025 | Symmetry Partners LLC | 125,134 | $5.90M | 0.8% | +27.7% | 0.999% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 9,440 | $445K | 0.4% | +5.6% | 0.075% | |
| 4/22/2025 | XY Planning Network Inc. | 4,666 | $220K | 0.1% | -18.2% | 0.038% | |
| 4/18/2025 | Seed Wealth Management Inc. | 7,130 | $336K | 0.3% | +4.9% | 0.058% | |
| 4/17/2025 | Bayshore Asset Management LLC | 98,806 | $4.66M | 2.3% | +6.3% | 0.807% | |
| 4/16/2025 | Lam Group Inc. | 6,960 | $328K | 0.2% | -42.1% | 0.057% | |
| 4/16/2025 | Armbruster Capital Management Inc. | 320,566 | $15.12M | 3.0% | +3.0% | 2.619% | |
| 4/16/2025 | Cypress Point Wealth Management LLC | 27,670 | $1.31M | 0.4% | -4.5% | 0.226% | |
| 4/15/2025 | Bannerman Wealth Management Group LLC | 79,587 | $3.75M | 3.1% | +8.9% | 0.650% | |
| 4/15/2025 | Simplicity Wealth LLC | 64,578 | $3.05M | 0.2% | N/A | 0.528% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 5,653 | $267K | 0.0% | N/A | 0.046% | |
| 4/14/2025 | Farther Finance Advisors LLC | 5,392 | $256K | 0.0% | +45.2% | 0.044% | |
| 4/14/2025 | Park Avenue Securities LLC | 49,275 | $2.32M | 0.0% | N/A | 0.403% | |
| 4/14/2025 | Greenspring Advisors LLC | 18,941 | $893K | 0.2% | +3.1% | 0.155% | |
| 4/14/2025 | UMB Bank n.a. | 23,461 | $1.11M | 0.0% | -1.9% | 0.192% | |
| 4/14/2025 | Wedmont Private Capital | 42,885 | $1.95M | 0.1% | +25.1% | 0.350% | |
| 4/10/2025 | Breakwater Capital Group | 12,885 | $608K | 0.1% | -12.1% | 0.105% | |
| 4/7/2025 | Efficient Frontier Advisors LLC | 5,730 | $270K | 0.2% | +16.7% | 0.047% | |
| 4/4/2025 | Kings Path Partners LLC | 624 | $29K | 0.0% | +84.1% | 0.005% | |
| 3/7/2025 | Bannerman Wealth Management Group LLC | 73,073 | $3.38M | 2.8% | N/A | 0.628% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 8,940 | $413K | 0.3% | N/A | 0.077% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 96,261 | $4.45M | 3.0% | +17.6% | 0.827% | |
| 2/27/2025 | XY Planning Network Inc. | 5,705 | $264K | 0.2% | N/A | 0.049% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 96,261 | $4.45M | 3.2% | +17.6% | 1.015% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 93,073 | $4.30M | 0.1% | N/A | 0.982% | |
| 2/17/2025 | Vestment Financial LLC | 10,166 | $466K | 0.4% | N/A | 0.107% | |
| 2/17/2025 | Pathstone Holdings LLC | 241,560 | $11.08M | 0.0% | +9.5% | 2.548% | |
| 2/17/2025 | Cresset Asset Management LLC | 6,217 | $287K | 0.0% | -81.2% | 0.066% | |
| 2/17/2025 | Accredited Wealth Management LLC | 8,409 | $388K | 0.3% | N/A | 0.089% | |
| 2/14/2025 | Jane Street Group LLC | 270,814 | $12.51M | 0.0% | +254.6% | 2.857% | |
| 2/14/2025 | Parkshore Wealth Management Inc. | 71,318 | $3.30M | 2.0% | N/A | 0.752% | |
| 2/14/2025 | MML Investors Services LLC | 51,467 | $2.38M | 0.0% | +9.2% | 0.543% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 171,236 | $7.91M | 0.0% | +20.5% | 1.806% | |
| 2/12/2025 | OLD Mission Capital LLC | 41,350 | $1.91M | 0.0% | -38.6% | 0.436% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,782 | $313K | 0.0% | -49.4% | 0.072% | |
| 2/12/2025 | Ariadne Wealth Management LP | 6,719 | $315K | 0.1% | N/A | 0.071% | |
| 2/11/2025 | CoreFirst Bank & Trust | 28,685 | $1.33M | 0.8% | N/A | 0.303% | |
| 2/11/2025 | LPL Financial LLC | 39,963 | $1.85M | 0.0% | +21.7% | 0.422% | |
| 2/11/2025 | American Century Companies Inc. | 776,136 | $35.86M | 0.0% | +18.3% | 8.187% | |
| 2/11/2025 | Symmetry Partners LLC | 97,984 | $4.53M | 0.6% | +202.8% | 1.034% | |
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| 2/10/2025 | Entrewealth LLC | 16,971 | $784K | 0.7% | N/A | 0.179% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 35,401 | $1.64M | 0.0% | +10.4% | 0.373% | |
| 2/10/2025 | Corient Private Wealth LLC | 91,543 | $4.23M | 0.0% | -4.9% | 0.966% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 18,491 | $854K | 0.0% | +6.3% | 0.195% | |
| 2/10/2025 | Austin Wealth Management LLC | 110,878 | $5.08M | 1.1% | +10.7% | 1.170% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,713 | $172K | 0.0% | +1,493.6% | 0.039% | |
| 2/7/2025 | HighTower Advisors LLC | 97,060 | $4.48M | 0.0% | -3.3% | 1.024% | |
| 2/7/2025 | Cascade Financial Partners LLC | 56,498 | $2.61M | 0.3% | +5.1% | 0.596% | |
| 2/7/2025 | Tortoise Investment Management LLC | 63,346 | $2.93M | 0.3% | +10.6% | 0.668% | |
| 2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 125,768 | $5.81M | 1.4% | +2.5% | 1.327% | |
