| 6/2/2025 | Modern Wealth Management LLC | 21,605 | $593K | 0.0% | +3.8% | 0.056% | |
| 5/20/2025 | Focus Partners Wealth | 11,016 | $303K | 0.0% | N/A | 0.028% | |
| 5/16/2025 | Jones Financial Companies Lllp | 13,632 | $374K | 0.0% | +1,833.6% | 0.035% | |
| 5/16/2025 | Talon Private Wealth LLC | 8,598 | $236K | 0.0% | -26.3% | 0.022% | |
| 5/16/2025 | Investmark Advisory Group LLC | 19,292 | $530K | 0.3% | +7.5% | 0.050% | |
| 5/15/2025 | EP Wealth Advisors LLC | 15,553 | $427K | 0.0% | -14.2% | 0.040% | |
| 5/15/2025 | Royal Bank of Canada | 82,899 | $2.28M | 0.0% | -9.7% | 0.214% | |
| 5/15/2025 | MAI Capital Management | 337,395 | $9.27M | 0.1% | +3.6% | 0.871% | |
| 5/15/2025 | Tortoise Investment Management LLC | 51,954 | $1.43M | 0.1% | -1.0% | 0.134% | |
| 5/15/2025 | Clarity Asset Management Inc. | 15,966 | $439K | 0.3% | -14.0% | 0.041% | |
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| 5/14/2025 | PKS Advisory Services LLC | 34,804 | $956K | 0.3% | -4.4% | 0.090% | |
| 5/14/2025 | Full Sail Capital LLC | 47,192 | $1.30M | 0.1% | -6.5% | 0.122% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 4,850 | $132K | 0.0% | +45.3% | 0.013% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 411,071 | $11.29M | 0.0% | +2.9% | 1.061% | |
| 5/14/2025 | Kestra Advisory Services LLC | 45,815 | $1.26M | 0.0% | +20.1% | 0.118% | |
| 5/14/2025 | Asset Management Group Inc. | 65,196 | $1.79M | 0.3% | -4.0% | 0.168% | |
| 5/14/2025 | Colonial Trust Advisors | 5,822 | $160K | 0.0% | -31.7% | 0.015% | |
| 5/13/2025 | Raymond James Financial Inc. | 114,808 | $3.15M | 0.0% | -0.5% | 0.296% | |
| 5/13/2025 | Heck Capital Advisors LLC | 209,065 | $5.74M | 0.6% | +131.5% | 0.540% | |
| 5/13/2025 | Stone House Investment Management LLC | 6,167 | $169K | 0.0% | N/A | 0.016% | |
| 5/13/2025 | HighTower Advisors LLC | 144,443 | $3.97M | 0.0% | +3.5% | 0.373% | |
| 5/12/2025 | AGF Management Ltd. | 298,678 | $8.21M | 0.0% | +110.7% | 0.771% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 129,808 | $3.57M | 0.0% | -7.8% | 0.335% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 17,359 | $477K | 0.1% | +53.1% | 0.045% | |
| 5/9/2025 | Blue Barn Wealth LLC | 117,070 | $3.22M | 1.7% | +5.8% | 0.302% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 49,381 | $1.36M | 0.0% | +80.5% | 0.127% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 579,677 | $15.92M | 0.0% | +2.3% | 1.496% | |
| 5/9/2025 | Blair William & Co. IL | 3,355 | $92K | 0.0% | -17.9% | 0.009% | |
| 5/9/2025 | Palisades Hudson Asset Management L.P. | 60,364 | $1.66M | 0.8% | +5.2% | 0.156% | |
| 5/9/2025 | Pathway Financial Advisers LLC | 9,154 | $251K | 0.1% | -10.2% | 0.024% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,215,331 | $33.39M | 0.0% | -7.5% | 3.136% | |
| 5/8/2025 | Foster & Motley Inc. | 8,869 | $244K | 0.0% | +5.6% | 0.023% | |
| 5/8/2025 | Independence Financial Advisors LLC | 11,332 | $311K | 0.1% | N/A | 0.029% | |
| 5/7/2025 | LPL Financial LLC | 357,459 | $9.82M | 0.0% | +14.8% | 0.922% | |
| 5/7/2025 | Prospect Financial Group LLC | 102,526 | $2.82M | 3.6% | +3.8% | 0.265% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 50,490 | $1.39M | 0.2% | N/A | 0.130% | |
| 5/6/2025 | Cetera Investment Advisers | 192,178 | $5.28M | 0.0% | +1,220.0% | 0.496% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 413,873 | $11.37M | 0.1% | +14.5% | 1.068% | |
| 5/6/2025 | Tufton Capital Management | 8,838 | $243K | 0.0% | -5.6% | 0.023% | |
| 5/6/2025 | Brookwood Investment Group LLC | 7,760 | $213K | 0.0% | N/A | 0.020% | |
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| 5/6/2025 | Birchcreek Wealth Management LLC | 41,195 | $1.13M | 0.7% | +14.6% | 0.106% | |
| 5/6/2025 | Opes Wealth Management LLC | 117,852 | $3.24M | 0.7% | +12.2% | 0.304% | |
| 5/6/2025 | AE Wealth Management LLC | 1,026,029 | $28.19M | 0.2% | +15.2% | 2.648% | |
| 5/6/2025 | American Financial & Tax Strategies Inc. | 186,368 | $5.12M | 2.8% | -3.0% | 0.481% | |
| 5/6/2025 | Riverpoint Wealth Management Holdings LLC | 450,035 | $12.36M | 3.2% | +4.5% | 1.161% | |
| 5/6/2025 | PFG Advisors | 15,463 | $425K | 0.0% | +11.4% | 0.040% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 31,848 | $875K | 0.0% | +11.4% | 0.082% | |
| 5/5/2025 | Eagle Bay Advisors LLC | 56,713 | $1.56M | 1.3% | +9.0% | 0.146% | |
| 5/5/2025 | IFP Advisors Inc | 25,534 | $701K | 0.0% | +175.4% | 0.066% | |
| 5/5/2025 | Beckerman Institutional LLC | 34,874 | $958K | 0.7% | +14.1% | 0.090% | |
| 5/5/2025 | Nwam LLC | 67,617 | $1.86M | 0.2% | +3.5% | 0.174% | |
| 5/5/2025 | Diversify Advisory Services LLC | 39,437 | $1.05M | 0.1% | +31.6% | 0.102% | |
| 5/2/2025 | Sachetta LLC | 68,628 | $1.89M | 0.8% | +4.8% | 0.177% | |
| 5/2/2025 | MB Generational Wealth LLC | 7,396 | $203K | 0.2% | N/A | 0.019% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 2,305 | $63K | 0.0% | N/A | 0.006% | |
| 5/2/2025 | Larson Financial Group LLC | 10,237 | $281K | 0.0% | +89.2% | 0.026% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 61,478 | $1.69M | 0.2% | +1.6% | 0.159% | |
| 5/1/2025 | CWM LLC | 8,131 | $223K | 0.0% | +19.8% | 0.021% | |
| 5/1/2025 | Diversify Wealth Management LLC | 147,488 | $3.93M | 0.3% | +10.0% | 0.381% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 195,411 | $5.37M | 0.3% | +16.4% | 0.504% | |
| 4/30/2025 | Principal Securities Inc. | 6,207 | $168K | 0.0% | +25.3% | 0.016% | |
| 4/30/2025 | Black Diamond Financial LLC | 566,193 | $15.55M | 2.3% | +7.0% | 1.461% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 887,449 | $24.38M | 0.0% | +125.5% | 2.290% | |
| 4/29/2025 | Forte Asset Management LLC | 85,484 | $2.35M | 1.2% | +12.5% | 0.221% | |
| 4/29/2025 | Bank of New York Mellon Corp | 51,664 | $1.42M | 0.0% | N/A | 0.133% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 7,019 | $193K | 0.0% | +247.8% | 0.018% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 184,133 | $5.06M | 0.9% | -2.0% | 0.475% | |
| 4/28/2025 | Penobscot Wealth Management | 12,866 | $353K | 0.1% | +27.4% | 0.033% | |
| 4/25/2025 | Lodestar Private Asset Management LLC | 69,296 | $1.90M | 0.2% | +4.4% | 0.179% | |
| 4/24/2025 | Sunbelt Securities Inc. | 18,540 | $509K | 0.0% | +40.5% | 0.048% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 23,249 | $639K | 0.2% | -4.8% | 0.060% | |
| 4/24/2025 | Aspect Partners LLC | 4,201 | $115K | 0.1% | -22.0% | 0.011% | |
| 4/23/2025 | Pure Financial Advisors LLC | 416,409 | $11.44M | 0.2% | -4.6% | 1.075% | |
| 4/23/2025 | Independent Solutions Wealth Management LLC | 114,667 | $3.15M | 0.7% | +1.4% | 0.296% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 73,856 | $2.03M | 0.0% | -30.0% | 0.191% | |
| 4/21/2025 | Citizens & Northern Corp | 790,369 | $21.71M | 6.1% | +0.9% | 2.040% | |
| 4/21/2025 | Blue Trust Inc. | 13,017 | $358K | 0.0% | -5.7% | 0.034% | |
| 4/18/2025 | Demars Financial Group LLC | 328,810 | $9.03M | 0.0% | +4.0% | 0.895% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 9,440 | $259K | 0.0% | -4.6% | 0.026% | |
| 4/17/2025 | Lynch & Associates IN | 12,147 | $334K | 0.1% | +7.4% | 0.033% | |
| 4/17/2025 | Mission Wealth Management LP | 15,147 | $416K | 0.0% | -4.2% | 0.041% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 234,589 | $6.44M | 0.2% | +4.8% | 0.638% | |
| 4/16/2025 | Schoolcraft Capital LLC | 114,499 | $3.15M | 0.6% | -5.2% | 0.312% | |
| 4/14/2025 | Truefg LLC | 587,099 | $16.13M | 5.3% | +4.2% | 1.598% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 12,352 | $339K | 0.1% | N/A | 0.034% | |
| 4/14/2025 | Farther Finance Advisors LLC | 40,250 | $1.11M | 0.0% | +18.4% | 0.110% | |
| 4/14/2025 | BCS Wealth Management | 12,595 | $346K | 0.1% | -21.4% | 0.034% | |
| 4/14/2025 | Park Avenue Securities LLC | 37,686 | $1.04M | 0.0% | N/A | 0.103% | |
| 4/11/2025 | First National Corp MA ADV | 62,289 | $1.71M | 0.4% | +12.2% | 0.169% | |
| 4/11/2025 | Snider Financial Group | 16,087 | $442K | 0.1% | -13.1% | 0.044% | |
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| 4/10/2025 | HF Advisory Group LLC | 44,835 | $1.23M | 0.5% | +9.1% | 0.122% | |
| 4/9/2025 | RFG Advisory LLC | 135,723 | $3.73M | 0.1% | +5.5% | 0.369% | |
| 4/9/2025 | Merit Financial Group LLC | 7,654 | $210K | 0.0% | N/A | 0.021% | |
| 4/9/2025 | SigFig Wealth Management LLC | 108,858 | $2.96M | 0.1% | +0.9% | 0.296% | |
| 4/2/2025 | Marotta Asset Management | 141,485 | $4.17M | 0.9% | -1.4% | 0.385% | |
| 2/25/2025 | Heck Capital Advisors LLC | 90,308 | $2.44M | 0.1% | N/A | 0.247% | |
| 2/18/2025 | Sunbelt Securities Inc. | 13,194 | $353K | 0.0% | -61.7% | 0.036% | |
| 2/18/2025 | Investmark Advisory Group LLC | 17,952 | $485K | 0.2% | +11.0% | 0.048% | |
| 2/17/2025 | Full Sail Capital LLC | 50,492 | $1.36M | 0.1% | -6.4% | 0.136% | |
| 2/17/2025 | Clarity Asset Management Inc. | 18,568 | $502K | 0.3% | -2.0% | 0.050% | |
