| 8/15/2025 | Brown Financial Advisors | 14,528 | $534K | 0.2% | N/A | 0.210% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 30,492 | $1.12M | 0.0% | +254.9% | 0.440% | |
| 8/13/2025 | Fisher Asset Management LLC | 12,439 | $457K | 0.0% | N/A | 0.179% | |
| 8/13/2025 | Millington Financial Advisors LLC | 122,961 | $4.55M | 2.3% | -33.6% | 1.774% | |
| 8/13/2025 | Crosspoint Financial LLC | 355,873 | $13.08M | 35.0% | -0.6% | 5.135% | |
| 8/8/2025 | Cetera Investment Advisers | 370,792 | $13.62M | 0.0% | -4.6% | 5.351% | |
| 8/7/2025 | Allworth Financial LP | 1,548,569 | $56.89M | 0.3% | +7.7% | 22.346% | |
| 8/5/2025 | WorthPointe LLC | 26,816 | $985K | 0.4% | -24.5% | 0.387% | |
| 8/1/2025 | Stuart Chaussee & Associates Inc. | 1,424,118 | $52.32M | 11.8% | N/A | 20.550% | |
| 8/1/2025 | Brookwood Investment Group LLC | 42,548 | $1.56M | 0.3% | +19.4% | 0.614% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 25,914 | $952K | 0.0% | +19.1% | 0.374% | |
| 7/31/2025 | Orion Capital Management LLC | 38,768 | $1.42M | 0.5% | -5.9% | 0.559% | |
| 7/30/2025 | IMG Wealth Management Inc. | 4,133 | $152K | 0.1% | -56.6% | 0.060% | |
| 7/29/2025 | Mattson Financial Services LLC | 12,186 | $448K | 0.1% | N/A | 0.176% | |
| 7/25/2025 | CWM LLC | 26,284 | $966K | 0.0% | +7.3% | 0.379% | |
| 7/24/2025 | IFP Advisors Inc | 13,361 | $491K | 0.0% | +434.4% | 0.193% | |
| 7/22/2025 | Berkshire Money Management Inc. | 964 | $35K | 0.0% | N/A | 0.014% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 43,230 | $1.59M | 0.1% | -1.5% | 0.624% | |
| 7/8/2025 | Paladin Wealth LLC | 11,900 | $437K | 0.3% | N/A | 0.172% | |
| 7/8/2025 | Gradient Investments LLC | 1,249,798 | $45.92M | 0.8% | N/A | 18.035% | |
| 5/14/2025 | CreativeOne Wealth LLC | 9,253 | $323K | 0.0% | -12.8% | 0.135% | |
| 5/14/2025 | Orion Capital Management LLC | 41,194 | $1.44M | 0.6% | +4.9% | 0.603% | |
| 5/14/2025 | JT Stratford LLC | 6,622 | $231K | 0.0% | -4.1% | 0.097% | |
| 5/13/2025 | HighTower Advisors LLC | 14,429 | $504K | 0.0% | -10.0% | 0.211% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 5,814 | $203K | 0.0% | N/A | 0.085% | |
| 5/9/2025 | Encompass More Asset Management | 32,494 | $1.13M | 0.3% | +46.2% | 0.472% | |
| 5/9/2025 | Blair William & Co. IL | 6,757 | $236K | 0.0% | -21.3% | 0.098% | |
| 5/6/2025 | Cetera Investment Advisers | 388,504 | $13.56M | 0.0% | -8.4% | 5.647% | |
| 5/6/2025 | Brookwood Investment Group LLC | 35,647 | $1.24M | 0.2% | N/A | 0.518% | |
| 5/6/2025 | AE Wealth Management LLC | 1,052 | $37K | 0.0% | -73.8% | 0.015% | |
| 5/6/2025 | WorthPointe LLC | 35,513 | $1.24M | 0.6% | -9.6% | 0.516% | |
| 5/5/2025 | IFP Advisors Inc | 2,500 | $87K | 0.0% | -87.9% | 0.036% | |
| 5/1/2025 | CWM LLC | 24,500 | $855K | 0.0% | +46.1% | 0.356% | |
| 5/1/2025 | Crosspoint Financial LLC | 358,019 | $12.50M | 36.2% | N/A | 5.204% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 24,409 | $852K | 0.6% | -11.8% | 0.355% | |
| 4/30/2025 | Allworth Financial LP | 1,437,374 | $49.59M | 0.3% | N/A | 20.892% | |
| 4/29/2025 | Wood Tarver Financial Group LLC | 2,203 | $77K | 0.0% | N/A | 0.032% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 21,754 | $759K | 0.0% | +14.3% | 0.316% | |
| 4/24/2025 | Sunbelt Securities Inc. | 5,180 | $181K | 0.0% | -20.3% | 0.075% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 5,832 | $204K | 0.0% | N/A | 0.085% | |
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| 4/22/2025 | Bright Futures Wealth Management LLC. | 10,816 | $357K | 0.4% | -10.1% | 0.157% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 10,924 | $381K | 0.2% | -12.0% | 0.423% | |
| 4/14/2025 | Millington Financial Advisors LLC | 185,084 | $6.26M | 3.8% | -7.8% | 7.174% | |
| 4/9/2025 | Fragasso Financial Advisors Inc | 43,896 | $1.53M | 0.1% | -3.7% | 1.701% | |
| 3/12/2025 | Centaurus Financial Inc. | 63,653 | $2.17M | 0.1% | -0.7% | 2.420% | |
| 2/18/2025 | Orion Capital Management LLC | 39,277 | $1.34M | 0.6% | -13.5% | 1.466% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 43,455 | $1.48M | 0.0% | -21.6% | 1.621% | |
| 2/13/2025 | First Commonwealth Financial Corp PA | 317,988 | $10.85M | 2.6% | -1.6% | 11.865% | |
| 2/13/2025 | Barclays PLC | 1,421 | $48K | 0.0% | +70,950.0% | 0.053% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,031 | $649K | 0.0% | +21.5% | 0.710% | |
| 2/12/2025 | OLD Mission Capital LLC | 27,153 | $926K | 0.0% | N/A | 1.013% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,855 | $200K | 0.0% | +258.5% | 0.218% | |
| 2/10/2025 | IMG Wealth Management Inc. | 9,530 | $325K | 0.3% | N/A | 0.356% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 17,684 | $603K | 0.0% | -11.3% | 0.660% | |
| 2/4/2025 | Millington Financial Advisors LLC | 200,648 | $6.91M | 4.0% | +217.3% | 7.487% | |
| 1/30/2025 | Bright Futures Wealth Management LLC. | 12,030 | $416K | 0.4% | +7.0% | 0.449% | |
| 1/27/2025 | Vestia Personal Wealth Advisors | 27,674 | $944K | 0.7% | -1.4% | 1.033% | |
| 1/21/2025 | Encompass More Asset Management | 22,221 | $758K | 0.2% | +63.6% | 0.829% | |
| 1/14/2025 | Outlook Wealth Advisors LLC | 12,252 | $418K | 0.1% | -8.1% | 0.457% | |
| 1/13/2025 | Fragasso Financial Advisors Inc | 45,561 | $1.55M | 0.1% | -21.0% | 1.700% | |
| 11/14/2024 | Encompass More Asset Management | 13,579 | $453K | 0.2% | N/A | 0.507% | |
| 11/14/2024 | First Commonwealth Financial Corp PA | 323,306 | $10.79M | 2.6% | +5.5% | 12.064% | |
| 11/13/2024 | WorthPointe LLC | 39,365 | $1.31M | 0.6% | -4.8% | 1.469% | |
| 11/12/2024 | Centaurus Financial Inc. | 64,118 | $2.14M | 0.1% | -1.2% | 2.392% | |
| 11/5/2024 | Apollon Wealth Management LLC | 6,000 | $200K | 0.0% | N/A | 0.224% | |
| 10/25/2024 | Andina Capital Management LLC | 72,470 | $2.42M | 1.8% | +27.9% | 2.704% | |
| 10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 850 | $28K | 0.0% | -37.0% | 0.032% | |
| 10/18/2024 | Crosspoint Financial LLC | 359,409 | $12.00M | 41.2% | -0.3% | 13.411% | |
| 10/8/2024 | CWM LLC | 8,162 | $272K | 0.0% | +4,907.4% | 0.305% | |
| 10/8/2024 | Brookstone Capital Management | 11,523 | $385K | 0.0% | -12.9% | 0.430% | |
| 9/23/2024 | Centaurus Financial Inc. | 64,923 | $2.10M | 0.1% | +217.8% | 2.423% | |
| 8/22/2024 | Cetera Investment Advisers | 404,854 | $13.07M | 0.0% | -5.4% | 15.106% | |
| 8/16/2024 | Sunbelt Securities Inc. | 6,520 | $210K | 0.0% | +27.2% | 0.243% | |
| 7/30/2024 | Sterling Financial Planning Inc. | 8,008 | $259K | 0.1% | N/A | 0.299% | |
| 7/30/2024 | Millington Financial Advisors LLC | 56,530 | $1.83M | 1.3% | +185.6% | 2.109% | |
| 7/26/2024 | Crosspoint Financial LLC | 360,629 | $11.64M | 47.5% | N/A | 13.456% | |
| 7/18/2024 | Brookstone Capital Management | 13,235 | $432K | 0.0% | +29.9% | 0.494% | |
| 7/16/2024 | Andina Capital Management LLC | 56,682 | $1.83M | 1.4% | N/A | 2.115% | |
| 7/12/2024 | CRA Financial Services LLC | 7,695 | $248K | 0.1% | N/A | 0.287% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 12,439 | $402K | 0.2% | +16.5% | 0.464% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 10,667 | $345K | 0.2% | N/A | 0.398% | |
| 5/24/2024 | Cetera Advisors LLC | 158,647 | $4.96M | 0.0% | N/A | 5.920% | |
| 5/24/2024 | Cetera Investment Advisers | 427,782 | $13.36M | 0.0% | +180.9% | 15.962% | |
| 5/14/2024 | JT Stratford LLC | 6,444 | $201K | 0.0% | N/A | 0.240% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 481,973 | $15.06M | 4.0% | -1.7% | 17.984% | |
| 5/11/2024 | Orion Capital Management LLC | 43,920 | $1.37M | 0.7% | +1.0% | 1.639% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 20,244 | $632K | 0.0% | -62.1% | 0.869% | |
| 4/24/2024 | Arlington Capital Management Inc. | 26,171 | $818K | 0.7% | -2.9% | 1.123% | |
| 4/15/2024 | Brookstone Capital Management | 10,191 | $318K | 0.0% | -90.8% | 0.437% | |
| 4/15/2024 | Sunbelt Securities Inc. | 5,124 | $160K | 0.0% | -60.1% | 0.220% | |
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| 4/11/2024 | DHJJ Financial Advisors Ltd. | 10,679 | $334K | 0.1% | -3.1% | 0.406% | |
| 4/10/2024 | Fragasso Group Inc. | 58,489 | $1.83M | 0.2% | -1.2% | 2.224% | |
| 2/7/2024 | Arlington Capital Management Inc. | 26,954 | $824K | 0.7% | N/A | 1.025% | |
| 2/6/2024 | Orion Capital Management LLC | 43,467 | $1.33M | 0.8% | +8.0% | 1.653% | |
| 2/1/2024 | Millington Financial Advisors LLC | 190,693 | $5.83M | 4.7% | +0.4% | 7.251% | |
| 1/30/2024 | DHJJ Financial Advisors Ltd. | 11,023 | $337K | 0.2% | -9.2% | 0.419% | |
| 1/29/2024 | Outlook Wealth Advisors LLC | 13,304 | $407K | 0.1% | -13.5% | 0.506% | |
| 1/26/2024 | Sequoia Financial Advisors LLC | 13,204 | $404K | 0.0% | -16.5% | 0.502% | |
| 1/8/2024 | Fragasso Group Inc. | 59,219 | $1.81M | 0.2% | -0.8% | 2.252% | |
| 1/5/2024 | WealthPLAN Partners LLC | 13,427 | $411K | 0.0% | -24.7% | 0.511% | |
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