| 4/4/2024 | Orrstown Financial Services Inc. | 18,800 | $1.22M | 0.7% | -12.4% | 0.000% | |
| 2/14/2024 | Creative Planning | 624,637 | $38.18M | 0.1% | -0.6% | 0.000% | |
| 2/12/2024 | Pine Valley Investments Ltd Liability Co | 55,185 | $3.37M | 0.2% | -0.5% | 0.000% | |
| 2/8/2024 | First Heartland Consultants Inc. | 267,637 | $16.36M | 2.0% | +1.9% | 0.000% | |
| 2/8/2024 | Bedel Financial Consulting Inc. | 63,638 | $3.89M | 0.7% | +0.8% | 0.000% | |
| 2/1/2024 | CWM LLC | 580 | $35K | 0.0% | N/A | 0.000% | |
| 1/30/2024 | Allen Capital Group LLC | 14,393 | $880K | 0.1% | +3.1% | 0.000% | |
| 1/24/2024 | CENTRAL TRUST Co | 33,287 | $2.04M | 0.1% | -3.6% | 0.000% | |
| 1/18/2024 | CPA Asset Management LLC | 20,204 | $1.24M | 0.8% | +17.7% | 0.000% | |
| 1/12/2024 | SkyOak Wealth LLC | 19,469 | $1.19M | 0.3% | N/A | 0.000% | |
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| 1/11/2024 | Orrstown Financial Services Inc. | 21,450 | $1.31M | 1.0% | N/A | 0.000% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 56,332 | $3.44M | 0.3% | -2.7% | 0.000% | |
| 1/9/2024 | Dominguez Wealth Management Solutions Inc. | 10,062 | $615K | 0.5% | -5.0% | 0.000% | |
| 1/8/2024 | StrongBox Wealth LLC | 4,379 | $268K | 0.2% | -15.2% | 0.000% | |
| 11/30/2023 | American Century Companies Inc. | 1,177,889 | $67.08M | 0.1% | -1.7% | 0.000% | |
| 11/16/2023 | Creative Planning | 628,184 | $35.78M | 0.0% | -1.0% | 0.000% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 407,909 | $23.23M | 0.0% | +8.4% | 0.000% | |
| 11/9/2023 | First Heartland Consultants Inc. | 262,542 | $14.95M | 1.8% | -37.8% | 0.000% | |
| 11/9/2023 | UBS Group AG | 83,157 | $4.74M | 0.0% | -10.4% | 0.000% | |
| 11/8/2023 | Pine Valley Investments Ltd Liability Co | 55,449 | $3.16M | 0.3% | -4.0% | 0.000% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 3,676 | $209K | 0.0% | N/A | 0.000% | |
| 11/2/2023 | CPA Asset Management LLC | 17,166 | $978K | 0.7% | N/A | 0.000% | |
| 11/1/2023 | Bedel Financial Consulting Inc. | 60,503 | $3.61M | 0.7% | +22.0% | 0.000% | |
| 11/15/2022 | Financial Advocates Investment Management | 15,167 | $94K | 0.0% | +159.8% | 0.397% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 63,223 | $3.35M | 0.0% | +9.4% | 1.655% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 208,468 | $11.04M | 0.0% | +26.3% | 5.457% | |
| 11/8/2022 | Bedel Financial Consulting Inc. | 13,112 | $765K | 0.2% | +9.7% | 0.343% | |
| 11/3/2022 | Creative Planning | 651,501 | $34.50M | 0.1% | -0.5% | 17.055% | |
| 11/2/2022 | Rockefeller Capital Management L.P. | 1,257 | $66K | 0.0% | +25.7% | 0.033% | |
| 10/21/2022 | Beacon Financial Advisory LLC | 6,379 | $338K | 0.2% | -24.0% | 0.169% | |
| 10/20/2022 | First Heartland Consultants Inc. | 480,575 | $25.44M | 2.2% | -0.1% | 12.714% | |
| 10/14/2022 | StrongBox Wealth LLC | 43,861 | $2.32M | 1.7% | +1.0% | 1.160% | |
| 8/16/2022 | Creative Planning | 655,103 | $37.15M | 0.1% | -1.0% | 17.516% | |
| 8/12/2022 | Claro Advisors LLC | 24,987 | $1.42M | 0.6% | +20.5% | 0.668% | |
| 8/12/2022 | Financial Advocates Investment Management | 5,837 | $331K | 0.0% | N/A | 0.156% | |
| 8/10/2022 | Synovus Financial Corp | 6,709 | $381K | 0.0% | +86.2% | 0.179% | |
| 8/4/2022 | Bedel Financial Consulting Inc. | 11,949 | $678K | 0.2% | N/A | 0.319% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 165,006 | $9.36M | 0.0% | +16.8% | 4.412% | |
| 8/2/2022 | ERn Financial LLC | 168,227 | $9.54M | 2.3% | +10.9% | 4.498% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 57,795 | $3.28M | 0.0% | +8.7% | 1.545% | |
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| 7/15/2022 | StrongBox Wealth LLC | 43,445 | $2.46M | 1.6% | -5.3% | 1.162% | |
| 7/12/2022 | First Heartland Consultants Inc. | 481,290 | $27.29M | 4.3% | +0.1% | 12.869% | |
| 5/13/2022 | ERn Financial LLC | 151,671 | $9.36M | 2.1% | +21.9% | 4.121% | |
| 5/11/2022 | American Century Companies Inc. | 1,326,812 | $81.90M | 0.1% | -3.3% | 36.055% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 53,164 | $3.28M | 0.0% | +1.8% | 1.445% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 141,299 | $8.72M | 0.0% | +27.1% | 3.840% | |
| 4/27/2022 | Beacon Financial Advisory LLC | 8,371 | $517K | 0.2% | +6.8% | 0.229% | |
| 4/21/2022 | First Heartland Consultants Inc. | 480,585 | $29.66M | 4.6% | -0.4% | 12.386% | |
| 4/14/2022 | StrongBox Wealth LLC | 45,875 | $2.83M | 1.6% | -10.8% | 1.182% | |
| 4/14/2022 | Minot Wealth Management LLC | 10,100 | $623K | 0.1% | +16.1% | 0.260% | |
| 3/11/2022 | City State Bank | 1,962 | $118K | 0.1% | N/A | 0.051% | |
| 2/15/2022 | Claro Advisors LLC | 20,730 | $1.27M | 0.5% | +27.6% | 0.534% | |
| 2/14/2022 | Core Wealth Advisors Inc. | 231,098 | $14.14M | 8.4% | +2.7% | 5.956% | |
| 2/7/2022 | American Century Companies Inc. | 1,372,696 | $84.00M | 0.1% | -29.3% | 35.379% | |
| 2/4/2022 | Envestnet Asset Management Inc. | 111,173 | $6.80M | 0.0% | +41.1% | 2.865% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 5,224 | $320K | 0.0% | -33.8% | 0.135% | |
| 1/14/2022 | StrongBox Wealth LLC | 51,408 | $3.15M | 1.6% | +4.7% | 1.325% | |
| 11/16/2021 | ERn Financial LLC | 129,780 | $7.68M | 2.0% | +3.8% | 3.253% | |
| 11/16/2021 | Claro Advisors LLC | 16,242 | $961K | 0.4% | +98.5% | 0.407% | |
| 11/10/2021 | American Century Companies Inc. | 1,941,363 | $114.90M | 0.1% | +2.5% | 48.656% | |
| 11/10/2021 | Creative Planning | 722,052 | $42.74M | 0.1% | -3.7% | 18.097% | |
| 11/9/2021 | Geneos Wealth Management Inc. | 9,422 | $562K | 0.0% | -5.7% | 0.236% | |
| 11/9/2021 | Core Wealth Advisors Inc. | 224,935 | $13.31M | 8.8% | +10.9% | 5.637% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 52,162 | $3.09M | 0.0% | +10.0% | 1.307% | |
| 10/25/2021 | Minot Wealth Management LLC | 8,600 | $509K | 0.1% | +11.7% | 0.216% | |
| 8/17/2021 | Citadel Advisors LLC | 21,605 | $1.30M | 0.0% | N/A | 0.508% | |
| 8/16/2021 | First Heartland Consultants Inc. | 428,760 | $25.76M | 3.9% | +0.8% | 10.088% | |
| 8/16/2021 | Claro Advisors LLC | 8,181 | $492K | 0.2% | N/A | 0.192% | |
| 8/11/2021 | Commonwealth Equity Services LLC | 47,401 | $2.85M | 0.0% | +9.1% | 1.115% | |
| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 7,943 | $477K | 0.0% | +9.9% | 0.187% | |
| 8/10/2021 | StrongBox Wealth LLC | 61,198 | $3.68M | 2.1% | +49.1% | 1.440% | |
| 8/6/2021 | ERn Financial LLC | 125,074 | $7.51M | 2.7% | +1.2% | 2.943% | |
| 8/5/2021 | American Century Companies Inc. | 1,894,749 | $113.84M | 0.1% | +33.2% | 44.582% | |
| 8/4/2021 | Creative Planning | 749,932 | $45.06M | 0.1% | -2.8% | 17.645% | |
| 8/4/2021 | Envestnet Asset Management Inc. | 87,616 | $5.26M | 0.0% | +155.6% | 2.062% | |
| 8/3/2021 | Core Wealth Advisors Inc. | 202,890 | $12.19M | 8.1% | +139.2% | 4.774% | |
| 7/31/2021 | Beacon Financial Advisory LLC | 7,836 | $471K | 0.3% | +6.4% | 0.184% | |
| 7/19/2021 | Minot Wealth Management LLC | 7,700 | $467K | 0.1% | +28.3% | 0.182% | |
| 5/28/2021 | StrongBox Wealth LLC | 41,055 | $2.38M | 1.5% | +415.1% | 1.032% | |
| 5/18/2021 | First Heartland Consultants Inc. | 425,171 | $24.64M | 3.9% | +3.2% | 10.683% | |
| 5/11/2021 | Synovus Financial Corp | 6,548 | $379K | 0.0% | -4.3% | 0.165% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 7,225 | $419K | 0.0% | N/A | 0.182% | |
| 5/7/2021 | Sowell Financial Services LLC | 8,001 | $490K | 0.0% | +103.8% | 0.201% | |
| 5/4/2021 | Envestnet Asset Management Inc. | 34,282 | $1.99M | 0.0% | N/A | 0.861% | |
| 5/4/2021 | Commonwealth Equity Services LLC | 43,460 | $2.52M | 0.0% | +8.6% | 1.092% | |
| 5/4/2021 | Core Wealth Advisors Inc. | 84,834 | $4.92M | 4.3% | N/A | 2.132% | |
| 5/3/2021 | Calton & Associates Inc. | 3,995 | $232K | 0.0% | N/A | 0.100% | |
| 4/29/2021 | Minot Wealth Management LLC | 6,000 | $348K | 0.1% | N/A | 0.154% | |
| 4/20/2021 | Beacon Financial Advisory LLC | 7,362 | $427K | 0.2% | -4.3% | 0.190% | |
| 4/12/2021 | ERn Financial LLC | 123,532 | $7.16M | 2.8% | +22.6% | 3.581% | |
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| 2/24/2021 | ERn Financial LLC | 100,775 | $5.48M | 2.3% | N/A | 3.110% | |
