| 5/4/2026 | Bedel Financial Consulting Inc. | 88,099 | $6.76M | 0.8% | +6.4% | 2.049% | |
| 4/23/2026 | Networth Advisors LLC | 100,255 | $7.69M | 5.4% | +3.4% | 2.353% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 3,658 | $281K | 0.1% | +5.0% | 0.086% | |
| 3/3/2026 | Koenig Investment Advisory LLC | 191,963 | $15.73M | 12.8% | N/A | 5.146% | |
| 2/18/2026 | EP Wealth Advisors LLC | 7,100 | $538K | 0.0% | N/A | 0.190% | |
| 2/18/2026 | NewEdge Advisors LLC | 53,400 | $4.05M | 0.0% | +11.9% | 1.432% | |
| 2/17/2026 | Royal Bank of Canada | 570 | $43K | 0.0% | N/A | 0.015% | |
| 2/16/2026 | MML Investors Services LLC | 54,494 | $4.13M | 0.0% | +19.3% | 1.461% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,587 | $120K | 0.0% | N/A | 0.043% | |
| 2/13/2026 | Peak Planning Group LLC | 4,518 | $342K | 0.1% | N/A | 0.121% | |
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| 2/13/2026 | Wells Fargo & Company MN | 41,798 | $3.17M | 0.0% | +4.7% | 1.121% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 66,220 | $5.02M | 0.0% | +3.6% | 1.775% | |
| 2/11/2026 | LPL Financial LLC | 10,280 | $779K | 0.0% | +22.0% | 0.276% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 13,470 | $1.02M | 0.0% | +11.5% | 0.361% | |
| 2/6/2026 | Lloyd Advisory Services LLC. | 3,123 | $237K | 0.1% | N/A | 0.084% | |
| 2/6/2026 | Kingdom Financial Group LLC. | 529 | $40K | 0.0% | N/A | 0.014% | |
| 2/6/2026 | Midwestern Financial LLC IA | 111,760 | $8.47M | 7.0% | +1.1% | 2.996% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 53,754 | $4.07M | 0.3% | -0.4% | 1.441% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 39,600 | $3M | 0.0% | +227.7% | 1.062% | |
| 1/28/2026 | Bedel Financial Consulting Inc. | 82,767 | $6.27M | 0.7% | +4.2% | 2.219% | |
| 1/26/2026 | AE Wealth Management LLC | 53,495 | $4.05M | 0.0% | +50.7% | 1.434% | |
| 1/23/2026 | Farther Finance Advisors LLC | 474 | $36K | 0.0% | N/A | 0.013% | |
| 1/23/2026 | Sunpointe LLC | 49,825 | $3.78M | 1.3% | -2.6% | 1.336% | |
| 1/22/2026 | Networth Advisors LLC | 96,943 | $7.35M | 5.4% | N/A | 2.599% | |
| 1/15/2026 | Dominguez Wealth Management Solutions Inc. | 8,386 | $635K | 0.4% | -3.3% | 0.225% | |
| 1/15/2026 | Orrstown Financial Services Inc. | 7,425 | $563K | 0.1% | -6.3% | 0.199% | |
| 1/13/2026 | CPA Asset Management Group LLC | 92,566 | $7.01M | 2.5% | +32.7% | 2.482% | |
| 1/12/2026 | DAVENPORT & Co LLC | 6,112 | $463K | 0.0% | +4.9% | 0.164% | |
| 11/17/2025 | NewEdge Advisors LLC | 47,720 | $3.52M | 0.0% | -4.4% | 1.279% | |
| 11/17/2025 | Susquehanna International Group LLP | 25,917 | $1.91M | 0.0% | N/A | 0.695% | |
| 11/17/2025 | Midwestern Financial LLC IA | 110,506 | $8.15M | 7.0% | +8.8% | 2.963% | |
| 11/17/2025 | Bank of America Corp DE | 45,459 | $3.35M | 0.0% | -35.9% | 1.219% | |
| 11/14/2025 | Creative Planning | 538,179 | $39.69M | 0.0% | -0.9% | 14.428% | |
| 11/14/2025 | Raymond James Financial Inc. | 3,142 | $232K | 0.0% | +1,528.0% | 0.084% | |
| 11/12/2025 | American Century Companies Inc. | 987,056 | $72.80M | 0.0% | -2.4% | 26.463% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 53,961 | $3.98M | 0.3% | -0.8% | 1.447% | |
| 11/7/2025 | Bedel Financial Consulting Inc. | 79,450 | $5.86M | 0.7% | +9.1% | 2.130% | |
| 11/6/2025 | CENTRAL TRUST Co | 1,957 | $144K | 0.0% | -13.7% | 0.052% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 573,087 | $42.27M | 0.0% | +0.4% | 15.364% | |
| 11/3/2025 | AE Wealth Management LLC | 35,505 | $2.62M | 0.0% | +30.5% | 0.952% | |
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| 10/29/2025 | Signature Wealth Management Group | 3,489 | $257K | 0.1% | +9.5% | 0.094% | |
| 10/27/2025 | Allen Capital Group LLC | 17,897 | $1.32M | 0.1% | -3.1% | 0.480% | |
| 10/21/2025 | CPA Asset Management Group LLC | 69,740 | $5.14M | 2.0% | +12.5% | 1.870% | |
| 10/3/2025 | Dominguez Wealth Management Solutions Inc. | 8,668 | $639K | 0.4% | +4.2% | 0.232% | |
| 9/4/2025 | Osaic Holdings Inc. | 2,403 | $168K | 0.0% | -48.2% | 0.064% | |
| 8/28/2025 | Midwestern Financial LLC IA | 101,598 | $7.09M | 6.6% | N/A | 2.724% | |
| 8/15/2025 | MML Investors Services LLC | 52,664 | $3.68M | 0.0% | -5.2% | 1.412% | |
| 8/15/2025 | Bank of America Corp DE | 70,913 | $4.95M | 0.0% | +108.5% | 1.901% | |
| 8/14/2025 | NewEdge Advisors LLC | 49,908 | $3.48M | 0.0% | N/A | 1.338% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 12,051 | $841K | 0.0% | +13.7% | 0.323% | |
| 8/12/2025 | American Century Companies Inc. | 1,011,189 | $70.57M | 0.0% | +0.8% | 27.110% | |
| 8/8/2025 | Creative Planning | 543,212 | $37.91M | 0.0% | -2.1% | 14.563% | |
| 8/7/2025 | CENTRAL TRUST Co | 2,267 | $158K | 0.0% | -7.5% | 0.061% | |
| 8/6/2025 | AE Wealth Management LLC | 27,204 | $1.90M | 0.0% | +111.5% | 0.729% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 54,377 | $3.80M | 0.3% | +0.3% | 1.458% | |
| 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% | |
| 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% | |
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| 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% | |
| 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% | |