| 2/21/2025 | Fidelity D & D Bancorp Inc. | 17,889 | $1.17M | 0.9% | N/A | 0.444% | |
| 2/17/2025 | Janus Henderson Group PLC | 90,294 | $5.92M | 0.0% | -2.3% | 2.241% | |
| 2/17/2025 | Cetera Investment Advisers | 8,236 | $540K | 0.0% | -9.7% | 0.204% | |
| 2/17/2025 | Bank of America Corp DE | 23,477 | $1.54M | 0.0% | +74.1% | 0.583% | |
| 2/17/2025 | Ameriprise Financial Inc. | 19,608 | $1.29M | 0.0% | +1.2% | 0.487% | |
| 2/13/2025 | NewEdge Advisors LLC | 3,382 | $222K | 0.0% | N/A | 0.084% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 21,173 | $1.39M | 0.0% | +0.9% | 0.525% | |
| 2/13/2025 | Smith Moore & CO. | 4,255 | $279K | 0.0% | N/A | 0.106% | |
| 2/11/2025 | LPL Financial LLC | 145,612 | $9.55M | 0.0% | +28.4% | 3.613% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 38,378 | $2.52M | 0.1% | +5.4% | 0.952% | |
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| 2/10/2025 | Creative Financial Designs Inc. ADV | 625 | $41K | 0.0% | +412.3% | 0.016% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 127,012 | $8.33M | 0.0% | +17.5% | 3.152% | |
| 2/10/2025 | IAG Wealth Partners LLC | 10,573 | $693K | 0.1% | -3.2% | 0.262% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 21,457 | $1.41M | 0.0% | +18.3% | 0.532% | |
| 2/6/2025 | Raymond James Financial Inc. | 181,319 | $11.89M | 0.0% | N/A | 4.499% | |
| 2/6/2025 | Unified Investment Management | 6,397 | $419K | 0.5% | N/A | 0.159% | |
| 2/5/2025 | Whipplewood Advisors LLC | 375 | $25K | 0.0% | N/A | 0.009% | |
| 2/4/2025 | IFP Advisors Inc | 10,678 | $700K | 0.0% | -18.9% | 0.265% | |
| 2/4/2025 | Colonial River Investments LLC | 38,648 | $2.53M | 1.2% | +5.5% | 0.959% | |
| 2/3/2025 | Private Advisor Group LLC | 67,968 | $4.46M | 0.0% | +5.7% | 1.687% | |
| 1/30/2025 | Principal Securities Inc. | 3,941 | $258K | 0.0% | +18.3% | 0.098% | |
| 1/29/2025 | Sovran Advisors LLC | 30,981 | $2.05M | 0.3% | N/A | 0.775% | |
| 1/29/2025 | Focus Financial Network Inc. | 11,403 | $747K | 0.0% | N/A | 0.285% | |
| 1/28/2025 | Golden State Wealth Management LLC | 3,776 | $248K | 0.0% | N/A | 0.094% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 5,591 | $367K | 0.0% | -23.1% | 0.140% | |
| 1/27/2025 | Win Advisors Inc. | 9,926 | $651K | 0.3% | +39.5% | 0.248% | |
| 1/24/2025 | Valley National Advisers Inc. | 1,969 | $129K | 0.0% | +110.6% | 0.049% | |
| 1/23/2025 | Caprock Group LLC | 26,144 | $1.71M | 0.1% | -1.4% | 0.654% | |
| 1/22/2025 | Main Line Retirement Advisors LLC | 6,024 | $395K | 0.3% | N/A | 0.151% | |
| 1/21/2025 | Guerra Pan Advisors LLC | 20,199 | $1.32M | 1.0% | +29.3% | 0.508% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 443 | $29K | 0.0% | N/A | 0.011% | |
| 1/17/2025 | Independent Wealth Network Inc. | 9,829 | $644K | 0.3% | N/A | 0.250% | |
| 1/16/2025 | Purus Wealth Management LLC | 64,218 | $4.21M | 1.7% | +1.0% | 1.634% | |
| 1/16/2025 | Willner & Heller LLC | 11,334 | $743K | 0.7% | +12.0% | 0.288% | |
| 1/15/2025 | HF Advisory Group LLC | 9,470 | $621K | 0.3% | +4.8% | 0.241% | |
| 1/15/2025 | Orgel Wealth Management LLC | 1,277,751 | $83.76M | 2.2% | +2.0% | 32.513% | |
| 1/15/2025 | Triangle Securities Wealth Management | 19,509 | $1.28M | 0.3% | +15.8% | 0.496% | |
| 1/15/2025 | Dominguez Wealth Management Solutions Inc. | 7,835 | $514K | 0.4% | -2.8% | 0.199% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 3,812 | $250K | 0.0% | +7.2% | 0.097% | |
| 11/15/2024 | MML Investors Services LLC | 10,166 | $665K | 0.0% | +3.3% | 0.279% | |
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| 11/15/2024 | Janus Henderson Group PLC | 92,457 | $6.05M | 0.0% | -1.7% | 2.533% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 134,083 | $8.77M | 0.2% | +0.9% | 3.674% | |
| 11/4/2024 | Colonial River Investments LLC | 36,623 | $2.40M | 1.2% | +3.9% | 1.003% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 36,400 | $2.38M | 0.1% | +3.5% | 0.997% | |
| 10/30/2024 | HF Advisory Group LLC | 9,033 | $591K | 0.3% | +23.5% | 0.247% | |
| 10/24/2024 | Valley National Advisers Inc. | 935 | $61K | 0.0% | +1,384.1% | 0.026% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 31,706 | $2.07M | 0.0% | N/A | 0.869% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 7,266 | $473K | 0.0% | +70.9% | 0.199% | |
| 10/22/2024 | Private Advisor Group LLC | 64,292 | $4.21M | 0.0% | +11.3% | 1.761% | |
| 10/17/2024 | Orgel Wealth Management LLC | 1,253,135 | $81.96M | 2.1% | -17.3% | 34.332% | |
| 10/11/2024 | Redhawk Wealth Advisors Inc. | 28,203 | $1.84M | 0.3% | -5.0% | 0.773% | |
| 10/10/2024 | Willner & Heller LLC | 10,118 | $662K | 0.6% | +10.8% | 0.277% | |
| 10/8/2024 | CWM LLC | 62,377 | $4.08M | 0.0% | +19.4% | 1.709% | |
| 10/7/2024 | KWB Wealth | 6,692 | $438K | 0.1% | +2.5% | 0.183% | |
| 9/5/2024 | Sanctuary Advisors LLC | 4,200 | $243K | 0.0% | N/A | 0.112% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 8,340 | $493K | 0.0% | -14.6% | 0.222% | |
| 8/12/2024 | Purus Wealth Management LLC | 64,228 | $3.79M | 1.7% | -0.8% | 1.713% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 35,171 | $2.08M | 0.1% | N/A | 0.938% | |
| 8/6/2024 | Caprock Group LLC | 26,507 | $1.57M | 0.1% | N/A | 0.707% | |
| 8/5/2024 | Private Advisor Group LLC | 57,777 | $3.41M | 0.0% | +9.3% | 1.541% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 41,494 | $2.45M | 0.0% | +0.8% | 1.092% | |
| 7/31/2024 | IFG Advisory LLC | 4,191 | $248K | 0.0% | N/A | 0.110% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 39,163 | $2.31M | 0.0% | -1.8% | 1.050% | |
| 7/23/2024 | Orgel Wealth Management LLC | 1,515,269 | $89.49M | 2.4% | +7.0% | 40.407% | |
| 7/22/2024 | Colonial River Wealth Management LLC | 35,247 | $2.08M | 1.1% | +2.0% | 0.940% | |
| 7/19/2024 | Willner & Heller LLC | 9,131 | $539K | 0.5% | +16.7% | 0.243% | |
| 7/17/2024 | IAG Wealth Partners LLC | 11,007 | $650K | 0.1% | -2.3% | 0.294% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 132,890 | $7.85M | 0.2% | +11.8% | 3.544% | |
| 7/10/2024 | Dominguez Wealth Management Solutions Inc. | 7,971 | $471K | 0.4% | -5.1% | 0.214% | |
| 7/10/2024 | Triangle Securities Wealth Management | 15,704 | $927K | 0.3% | +10.4% | 0.421% | |
| 7/10/2024 | CWM LLC | 52,226 | $3.08M | 0.0% | +17.6% | 1.400% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 7,091 | $429K | 0.0% | -4.2% | 0.197% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 14,216 | $860K | 0.0% | +14.9% | 0.395% | |
| 5/7/2024 | PFG Advisors | 9,522 | $576K | 0.0% | +4.7% | 0.265% | |
| 4/30/2024 | Private Advisor Group LLC | 52,847 | $3.20M | 0.0% | +7.8% | 1.468% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 41,149 | $2.49M | 0.0% | +7.0% | 1.143% | |
| 4/25/2024 | IAG Wealth Partners LLC | 11,262 | $681K | 0.1% | -5.9% | 0.315% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 39,875 | $2.41M | 0.0% | -9.5% | 1.114% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 147,045 | $8.89M | 0.0% | +88.2% | 4.107% | |
| 4/20/2024 | KWB Wealth | 6,528 | $395K | 0.1% | -6.1% | 0.182% | |
| 4/18/2024 | Main Line Retirement Advisors LLC | 3,470 | $210K | 0.2% | -18.4% | 0.097% | |
| 4/15/2024 | Orgel Wealth Management LLC | 1,415,752 | $85.63M | 2.3% | +28.9% | 39.546% | |
| 4/12/2024 | Purus Wealth Management LLC | 64,768 | $3.92M | 1.9% | -1.3% | 1.809% | |
| 4/10/2024 | Triangle Securities Wealth Management | 14,223 | $860K | 0.2% | +12.8% | 0.397% | |
| 3/15/2024 | BlueChip Wealth Advisors LLC | 4,885 | $288K | 0.2% | N/A | 0.142% | |
| 3/6/2024 | Willner & Heller LLC | 4,103 | $242K | 0.3% | N/A | 0.120% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 6,978 | $412K | 0.0% | N/A | 0.203% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 44,056 | $2.60M | 0.0% | +5.9% | 1.284% | |
| 2/8/2024 | Kingsview Wealth Management LLC | 7,404 | $437K | 0.0% | +3.1% | 0.216% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 12,375 | $730K | 0.0% | -4.9% | 0.361% | |
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| 2/7/2024 | Principal Securities Inc. | 2,970 | $175K | 0.0% | N/A | 0.087% | |
| 2/6/2024 | Lincoln National Corp | 27,195 | $1.60M | 0.0% | N/A | 0.793% | |
| 2/6/2024 | Private Advisor Group LLC | 49,004 | $2.89M | 0.0% | +41.5% | 1.429% | |
| 2/6/2024 | Great Valley Advisor Group Inc. | 111,911 | $6.60M | 0.2% | +17.7% | 3.263% | |
| 2/5/2024 | Win Advisors Inc. | 8,143 | $480K | 0.2% | +50.9% | 0.237% | |
| 2/2/2024 | IAG Wealth Partners LLC | 11,972 | $706K | 0.2% | -5.1% | 0.354% | |
| 2/2/2024 | Capital Advisors Ltd. LLC | 3,806 | $225K | 0.0% | +5.7% | 0.113% | |
| 2/1/2024 | CWM LLC | 36,173 | $2.13M | 0.0% | +0.5% | 1.070% | |
| 1/31/2024 | HF Advisory Group LLC | 6,487 | $383K | 0.2% | +13.2% | 0.192% | |
| 1/30/2024 | Guerra Pan Advisors LLC | 16,214 | $957K | 0.9% | +13.3% | 0.494% | |
