| 3/7/2025 | Bannerman Wealth Management Group LLC | 73,073 | $3.38M | 2.8% | N/A | 0.628% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 8,940 | $413K | 0.3% | N/A | 0.077% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 96,261 | $4.45M | 3.0% | +17.6% | 0.827% | |
| 2/27/2025 | XY Planning Network Inc. | 5,705 | $264K | 0.2% | N/A | 0.049% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 96,261 | $4.45M | 3.2% | +17.6% | 1.015% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 93,073 | $4.30M | 0.1% | N/A | 0.982% | |
| 2/17/2025 | Vestment Financial LLC | 10,166 | $466K | 0.4% | N/A | 0.107% | |
| 2/17/2025 | Pathstone Holdings LLC | 241,560 | $11.08M | 0.0% | +9.5% | 2.548% | |
| 2/17/2025 | Cresset Asset Management LLC | 6,217 | $287K | 0.0% | -81.2% | 0.066% | |
| 2/17/2025 | Accredited Wealth Management LLC | 8,409 | $388K | 0.3% | N/A | 0.089% | |
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| 2/14/2025 | Jane Street Group LLC | 270,814 | $12.51M | 0.0% | +254.6% | 2.857% | |
| 2/14/2025 | Parkshore Wealth Management Inc. | 71,318 | $3.30M | 2.0% | N/A | 0.752% | |
| 2/14/2025 | MML Investors Services LLC | 51,467 | $2.38M | 0.0% | +9.2% | 0.543% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 171,236 | $7.91M | 0.0% | +20.5% | 1.806% | |
| 2/12/2025 | OLD Mission Capital LLC | 41,350 | $1.91M | 0.0% | -38.6% | 0.436% | |
| 2/12/2025 | JPMorgan Chase & Co. | 6,782 | $313K | 0.0% | -49.4% | 0.072% | |
| 2/12/2025 | Ariadne Wealth Management LP | 6,719 | $315K | 0.1% | N/A | 0.071% | |
| 2/11/2025 | CoreFirst Bank & Trust | 28,685 | $1.33M | 0.8% | N/A | 0.303% | |
| 2/11/2025 | LPL Financial LLC | 39,963 | $1.85M | 0.0% | +21.7% | 0.422% | |
| 2/11/2025 | American Century Companies Inc. | 776,136 | $35.86M | 0.0% | +18.3% | 8.187% | |
| 2/11/2025 | Symmetry Partners LLC | 97,984 | $4.53M | 0.6% | +202.8% | 1.034% | |
| 2/10/2025 | Entrewealth LLC | 16,971 | $784K | 0.7% | N/A | 0.179% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 35,401 | $1.64M | 0.0% | +10.4% | 0.373% | |
| 2/10/2025 | Corient Private Wealth LLC | 91,543 | $4.23M | 0.0% | -4.9% | 0.966% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 18,491 | $854K | 0.0% | +6.3% | 0.195% | |
| 2/10/2025 | Austin Wealth Management LLC | 110,878 | $5.08M | 1.1% | +10.7% | 1.170% | |
| 2/10/2025 | Farther Finance Advisors LLC | 3,713 | $172K | 0.0% | +1,493.6% | 0.039% | |
| 2/7/2025 | HighTower Advisors LLC | 97,060 | $4.48M | 0.0% | -3.3% | 1.024% | |
| 2/7/2025 | Cascade Financial Partners LLC | 56,498 | $2.61M | 0.3% | +5.1% | 0.596% | |
| 2/7/2025 | Tortoise Investment Management LLC | 63,346 | $2.93M | 0.3% | +10.6% | 0.668% | |
| 2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 125,768 | $5.81M | 1.4% | +2.5% | 1.327% | |
| 2/6/2025 | Global Strategic Investment Solutions LLC | 110,922 | $5.13M | 0.6% | N/A | 1.170% | |
| 2/6/2025 | Jones Financial Companies Lllp | 11,824 | $546K | 0.0% | +23.6% | 0.125% | |
| 2/5/2025 | Jacobi Capital Management LLC | 9,794 | $452K | 0.0% | +24.1% | 0.103% | |
| 2/5/2025 | Allegiance Financial Group Advisory Services LLC | 128,682 | $5.95M | 1.9% | +12.7% | 1.357% | |
| 2/4/2025 | B&D White Capital Company LLC | 29,226 | $1.35M | 0.2% | +40.0% | 0.308% | |
| 2/4/2025 | Golden Bell Financial Planning LLC | 161,560 | $7.46M | 7.5% | N/A | 1.704% | |
| 2/4/2025 | MB Generational Wealth LLC | 87,025 | $4.02M | 2.9% | +1.3% | 0.918% | |
| 2/3/2025 | Callan Capital LLC | 52,181 | $2.41M | 0.2% | +47.8% | 0.550% | |
| 2/3/2025 | Private Advisor Group LLC | 44,671 | $2.06M | 0.0% | -56.2% | 0.471% | |
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| 2/3/2025 | Good Life Advisors LLC | 14,058 | $649K | 0.0% | +44.2% | 0.148% | |
| 2/3/2025 | Werba Rubin Papier Wealth Management | 10,026 | $463K | 0.1% | +4.2% | 0.106% | |
| 1/31/2025 | Mraz Amerine & Associates Inc. | 17,525 | $810K | 0.1% | -2.5% | 0.185% | |
| 1/31/2025 | Meredith Wealth Planning | 229,444 | $10.60M | 4.7% | +5.5% | 2.420% | |
| 1/29/2025 | TFB Advisors LLC | 11,288 | $522K | 0.1% | +3.7% | 0.119% | |
| 1/29/2025 | Oceanside Advisors LLC | 85,254 | $3.94M | 2.9% | +3.2% | 0.899% | |
| 1/28/2025 | Empirical Finance LLC | 4,355 | $201K | 0.0% | -10.3% | 0.046% | |
| 1/28/2025 | Empowered Funds LLC | 755,782 | $34.92M | 0.5% | +5.2% | 7.972% | |
| 1/27/2025 | Greenspring Advisors LLC | 18,363 | $848K | 0.2% | +6.7% | 0.194% | |
| 1/27/2025 | Guidance Capital Inc. | 7,039 | $327K | 0.1% | +33.7% | 0.074% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 14,892 | $688K | 0.1% | +5.4% | 0.157% | |
| 1/23/2025 | Enzi Wealth | 99,996 | $4.62M | 1.8% | +7.1% | 1.055% | |
| 1/23/2025 | Strategic Blueprint LLC | 43,973 | $2.03M | 0.1% | +7.1% | 0.464% | |
| 1/22/2025 | BSW Wealth Partners | 181,162 | $8.37M | 1.2% | -1.9% | 1.911% | |
| 1/22/2025 | Perigon Wealth Management LLC | 139,895 | $6.36M | 0.2% | +2.9% | 1.476% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 78,499 | $3.63M | 1.8% | +23.7% | 0.828% | |
| 1/22/2025 | Northland Capital Management LLC | 60,913 | $2.81M | 2.1% | -7.4% | 0.643% | |
| 1/22/2025 | Armbruster Capital Management Inc. | 311,142 | $14.38M | 2.9% | +2.7% | 3.282% | |
| 1/21/2025 | Cypress Point Wealth Management LLC | 28,976 | $1.34M | 0.4% | +7.2% | 0.306% | |
| 1/21/2025 | Anderson Hoagland & Co. | 154,280 | $7.07M | 0.7% | -0.5% | 1.627% | |
| 1/17/2025 | Apeiron RIA LLC | 115,621 | $5.34M | 1.5% | +39.2% | 1.220% | |
| 1/16/2025 | Lam Group Inc. | 12,015 | $555K | 0.4% | -30.4% | 0.127% | |
| 1/14/2025 | Seed Wealth Management Inc. | 6,800 | $314K | 0.3% | +13.3% | 0.072% | |
| 1/14/2025 | Breakwater Capital Group | 14,656 | $677K | 0.1% | -3.9% | 0.155% | |
| 1/3/2025 | Versant Capital Management Inc | 11,675 | $539K | 0.1% | +2.7% | 0.123% | |
| 12/6/2024 | Fidelity D & D Bancorp Inc. | 81,840 | $4.27M | 2.8% | +10.7% | 0.863% | |
| 11/15/2024 | MML Investors Services LLC | 47,132 | $2.46M | 0.0% | +14.0% | 0.497% | |
| 11/15/2024 | Jane Street Group LLC | 76,381 | $3.98M | 0.0% | -51.8% | 0.806% | |
| 11/15/2024 | HighTower Advisors LLC | 100,353 | $5.24M | 0.0% | -1.0% | 1.059% | |
| 11/14/2024 | NCM Capital Management LLC | 16,044 | $837K | 0.4% | +23.0% | 0.169% | |
| 11/7/2024 | Pathstone Holdings LLC | 220,514 | $11.50M | 0.1% | +19.5% | 2.326% | |
| 11/7/2024 | MB Generational Wealth LLC | 85,877 | $4.48M | 3.2% | -0.6% | 0.906% | |
| 11/6/2024 | Empowered Funds LLC | 718,536 | $37.46M | 0.6% | +2.1% | 7.579% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 32,077 | $1.67M | 0.0% | +136.9% | 0.338% | |
| 11/1/2024 | Capital Performance Advisors LLP | 721 | $38K | 0.0% | N/A | 0.008% | |
| 10/31/2024 | TFB Advisors LLC | 10,888 | $568K | 0.2% | +19.8% | 0.115% | |
| 10/29/2024 | BSW Wealth Partners | 184,663 | $9.63M | 1.4% | +4.0% | 1.948% | |
| 10/29/2024 | Symmetry Partners LLC | 32,357 | $1.69M | 0.4% | N/A | 0.341% | |
| 10/29/2024 | Oceanside Advisors LLC | 82,603 | $4.31M | 3.2% | +2.7% | 0.871% | |
| 10/28/2024 | Austin Wealth Management LLC | 100,164 | $5.22M | 1.1% | +14.1% | 1.057% | |
| 10/25/2024 | Strategic Blueprint LLC | 41,073 | $2.14M | 0.1% | +4.9% | 0.433% | |
| 10/24/2024 | Greenspring Advisors LLC | 17,208 | $897K | 0.2% | +51.8% | 0.182% | |
| 10/23/2024 | Northland Capital Management LLC | 65,756 | $3.43M | 2.0% | +2.3% | 0.694% | |
| 10/22/2024 | Guidance Capital Inc. | 5,266 | $271K | 0.1% | +10.5% | 0.056% | |
| 10/22/2024 | Private Advisor Group LLC | 101,990 | $5.32M | 0.0% | +67.8% | 1.076% | |
| 10/21/2024 | Bayshore Asset Management LLC | 92,851 | $4.84M | 2.2% | +1.5% | 0.979% | |
| 10/19/2024 | Werba Rubin Papier Wealth Management | 9,619 | $502K | 0.1% | N/A | 0.101% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 63,452 | $3.31M | 1.7% | N/A | 0.669% | |
| 10/18/2024 | Lam Group Inc. | 17,255 | $900K | 0.6% | +54.7% | 0.182% | |
| 10/16/2024 | Good Life Advisors LLC | 9,749 | $508K | 0.0% | +8.6% | 0.103% | |
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| 10/11/2024 | Creative Planning | 52,101 | $2.72M | 0.0% | -6.9% | 0.550% | |
| 10/10/2024 | Gibson Capital LLC | 4,635 | $242K | 0.0% | N/A | 0.049% | |
| 10/8/2024 | Anderson Hoagland & Co. | 154,999 | $8.16M | 0.8% | -0.1% | 1.635% | |
| 10/8/2024 | Versant Capital Management Inc | 11,370 | $593K | 0.1% | +6.7% | 0.120% | |
| 8/16/2024 | Creative Planning | 55,935 | $2.73M | 0.0% | -2.7% | 0.590% | |
| 8/13/2024 | Merriman Wealth Management LLC | 759,893 | $37.05M | 1.6% | +3.3% | 8.016% | |
| 8/13/2024 | Callan Capital LLC | 41,485 | $2.02M | 0.2% | +2.3% | 0.438% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 13,538 | $660K | 0.0% | N/A | 0.143% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 47,466 | $2.31M | 0.0% | +7.8% | 0.501% | |
| 8/8/2024 | American Century Companies Inc. | 529,219 | $25.80M | 0.0% | +15.4% | 5.582% | |
