| 8/8/2025 | Tortoise Investment Management LLC | 51,254 | $1.39M | 0.1% | -1.3% | 0.137% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 404,892 | $10.95M | 0.1% | -2.2% | 1.081% | |
| 8/8/2025 | Cetera Investment Advisers | 42,412 | $1.15M | 0.0% | -77.9% | 0.113% | |
| 8/8/2025 | Creative Planning | 229,082 | $6.19M | 0.0% | -8.0% | 0.612% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,122,803 | $30.36M | 0.0% | -7.6% | 2.998% | |
| 8/7/2025 | Nwam LLC | 64,360 | $1.77M | 0.1% | -4.8% | 0.172% | |
| 8/7/2025 | Birchcreek Wealth Management LLC | 44,311 | $1.20M | 0.7% | +7.6% | 0.118% | |
| 8/6/2025 | AGF Management Ltd. | 303,151 | $8.20M | 0.0% | +1.5% | 0.809% | |
| 8/6/2025 | AE Wealth Management LLC | 1,037,875 | $28.06M | 0.2% | +1.2% | 2.771% | |
| 8/6/2025 | Stone House Investment Management LLC | 1,680 | $45K | 0.0% | -72.8% | 0.004% | |
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| 8/6/2025 | Atlantic Union Bankshares Corp | 1,000 | $27K | 0.0% | N/A | 0.003% | |
| 8/5/2025 | Beckerman Institutional LLC | 49,792 | $1.35M | 0.9% | +42.8% | 0.133% | |
| 8/5/2025 | Blue Barn Wealth LLC | 120,775 | $3.27M | 1.5% | +3.2% | 0.322% | |
| 8/5/2025 | Snider Financial Group | 16,519 | $447K | 0.1% | +2.7% | 0.044% | |
| 8/5/2025 | Mission Wealth Management LP | 14,664 | $397K | 0.0% | -3.2% | 0.039% | |
| 8/4/2025 | Atria Investments Inc | 39,891 | $1.08M | 0.0% | -6.4% | 0.107% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 189,228 | $5.12M | 2.6% | +1.5% | 0.505% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 532,562 | $14.40M | 0.0% | -40.0% | 1.422% | |
| 7/31/2025 | Schoolcraft Capital LLC | 91,428 | $2.47M | 0.5% | -20.1% | 0.244% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 38,756 | $1.05M | 0.4% | +2.4% | 0.103% | |
| 7/31/2025 | Opes Wealth Management LLC | 120,698 | $3.26M | 0.6% | +2.4% | 0.322% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 48,066 | $1.30M | 0.1% | -4.8% | 0.128% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 198,454 | $5.37M | 0.3% | +1.6% | 0.530% | |
| 7/30/2025 | Black Diamond Financial LLC | 566,976 | $15.33M | 2.4% | +0.1% | 1.514% | |
| 7/30/2025 | Brookstone Capital Management | 13,660 | $369K | 0.0% | -5.1% | 0.036% | |
| 7/30/2025 | Citizens & Northern Corp | 820,011 | $22.17M | 5.9% | +3.8% | 2.190% | |
| 7/30/2025 | Fingerlakes Wealth Management Inc. | 16,972 | $459K | 0.3% | +11.7% | 0.045% | |
| 7/30/2025 | Demars Financial Group LLC | 9,942 | $269K | 0.1% | -97.0% | 0.027% | |
| 7/29/2025 | Foster & Motley Inc. | 9,893 | $268K | 0.0% | +11.5% | 0.026% | |
| 7/28/2025 | Rik Saylor Financial Inc. | 15,389 | $416K | 0.3% | -3.2% | 0.041% | |
| 7/28/2025 | RFG Advisory LLC | 137,030 | $3.71M | 0.1% | +1.0% | 0.366% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 55,917 | $1.52M | 0.0% | +13.2% | 0.149% | |
| 7/25/2025 | Riverpoint Wealth Management Holdings LLC | 467,376 | $12.64M | 3.0% | +3.9% | 1.248% | |
| 7/25/2025 | CWM LLC | 9,844 | $266K | 0.0% | +21.1% | 0.026% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 71,751 | $1.94M | 0.2% | +3.5% | 0.192% | |
| 7/24/2025 | Blue Trust Inc. | 8,666 | $234K | 0.0% | -33.4% | 0.023% | |
| 7/24/2025 | Galvin Gaustad & Stein LLC | 7,744 | $209K | 0.0% | N/A | 0.021% | |
| 7/24/2025 | Grand Wealth Management LLC | 7,731 | $209K | 0.1% | N/A | 0.021% | |
| 7/23/2025 | Venturi Wealth Management LLC | 13,066 | $353K | 0.0% | -4.2% | 0.035% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 115,511 | $3.12M | 0.6% | +0.7% | 0.308% | |
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| 7/23/2025 | Heck Capital Advisors LLC | 233,877 | $6.32M | 0.5% | +11.9% | 0.624% | |
| 7/21/2025 | Life Planning Partners Inc | 42,277 | $1.14M | 0.9% | -1.4% | 0.113% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 8,516 | $230K | 0.0% | -28.8% | 0.023% | |
| 7/18/2025 | Pure Financial Advisors LLC | 410,078 | $11.09M | 0.2% | -1.5% | 1.095% | |
| 7/18/2025 | SigFig Wealth Management LLC | 105,737 | $2.84M | 0.1% | -2.9% | 0.282% | |
| 7/18/2025 | PBMares Wealth Management LLC | 8,713 | $236K | 0.0% | N/A | 0.023% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 63,141 | $1.71M | 0.1% | +2.8% | 0.168% | |
| 7/15/2025 | BCS Wealth Management | 7,578 | $205K | 0.0% | -39.8% | 0.020% | |
| 7/14/2025 | Park Avenue Securities LLC | 8,129 | $220K | 0.0% | -78.4% | 0.022% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 175,488 | $4.75M | 0.7% | -4.7% | 0.468% | |
| 7/11/2025 | Farther Finance Advisors LLC | 41,427 | $1.12M | 0.0% | +2.9% | 0.110% | |
| 7/11/2025 | Eagle Bay Advisors LLC | 54,633 | $1.48M | 1.2% | -3.7% | 0.146% | |
| 7/10/2025 | HF Advisory Group LLC | 43,202 | $1.17M | 0.5% | -3.6% | 0.115% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 240,990 | $6.52M | 0.2% | +2.7% | 0.643% | |
| 7/8/2025 | First National Corp MA ADV | 61,836 | $1.67M | 0.3% | -0.7% | 0.165% | |
| 7/8/2025 | 21 West Wealth Management LLC | 39,972 | $1.08M | 1.1% | N/A | 0.107% | |
| 7/2/2025 | Marotta Asset Management | 167,493 | $4.53M | 0.9% | +18.4% | 0.431% | |
| 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% | |
| 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% | |
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| 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% | |
| 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% | |
