| 2/26/2025 | Yoffe Investment Management LLC | 16,930 | $330K | 0.5% | N/A | 0.089% | |
| 2/17/2025 | Tidal Investments LLC | 41,806 | $814K | 0.0% | +2.3% | 0.220% | |
| 2/17/2025 | Napa Wealth Management | 37,119 | $723K | 0.3% | -11.6% | 0.195% | |
| 2/17/2025 | Bank of America Corp DE | 720,440 | $14.03M | 0.0% | +48.3% | 3.792% | |
| 2/17/2025 | Ameriprise Financial Inc. | 126,563 | $2.46M | 0.0% | +6.7% | 0.666% | |
| 2/14/2025 | Jane Street Group LLC | 135,933 | $2.65M | 0.0% | N/A | 0.715% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 13,336 | $260K | 0.0% | -28.9% | 0.070% | |
| 2/14/2025 | MML Investors Services LLC | 81,279 | $1.58M | 0.0% | +6.8% | 0.428% | |
| 2/14/2025 | Natixis | 85,787 | $1.67M | 0.0% | N/A | 0.452% | |
| 2/13/2025 | Guggenheim Capital LLC | 57,189 | $1.11M | 0.0% | +6.1% | 0.301% | |
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| 2/13/2025 | Raymond James Financial Inc. | 136,967 | $2.67M | 0.0% | N/A | 0.721% | |
| 2/13/2025 | Bank of Nova Scotia | 257,500 | $5.01M | 0.0% | N/A | 1.355% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 53,897 | $1.05M | 0.0% | +7.6% | 0.284% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,415,399 | $27.56M | 0.0% | -4.5% | 7.449% | |
| 2/12/2025 | Yoffe Investment Management LLC | 43,671 | $850K | 0.9% | N/A | 0.230% | |
| 2/12/2025 | O Shaughnessy Asset Management LLC | 1,552 | $30K | 0.0% | N/A | 0.008% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 159,805 | $3.11M | 0.0% | -26.1% | 0.841% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,991 | $78K | 0.0% | -97.4% | 0.021% | |
| 2/11/2025 | LPL Financial LLC | 161,981 | $3.15M | 0.0% | +6.8% | 0.853% | |
| 2/11/2025 | Koss Olinger Consulting LLC | 1,251,768 | $24.37M | 2.1% | +4.7% | 6.588% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 14,216 | $280K | 0.0% | +3.9% | 0.075% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 146,287 | $2.85M | 0.2% | +9.2% | 0.770% | |
| 2/10/2025 | Harbour Investments Inc. | 12,545 | $244K | 0.0% | -7.9% | 0.066% | |
| 2/10/2025 | Tidemark LLC | 77,050 | $1.50M | 0.6% | -5.3% | 0.406% | |
| 2/10/2025 | Rareview Capital LLC | 54,334 | $1.08M | 0.8% | N/A | 0.286% | |
| 2/6/2025 | Raymond James Financial Inc. | 136,967 | $2.67M | 0.0% | N/A | 0.721% | |
| 2/6/2025 | Assetmark Inc. | 737,007 | $14.35M | 0.0% | +1.1% | 3.879% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 4,933 | $96K | 0.0% | N/A | 0.026% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 54,340 | $1.06M | 0.0% | +41.3% | 0.286% | |
| 2/4/2025 | Acorn Wealth Advisors LLC | 26,343 | $513K | 0.2% | +6.1% | 0.139% | |
| 1/27/2025 | Etesian Wealth Advisors Inc. | 66,867 | $1.30M | 0.6% | -31.9% | 0.352% | |
| 1/27/2025 | Financial Architects LLC | 238,346 | $4.64M | 3.0% | +3.1% | 1.254% | |
| 1/23/2025 | Fifth Third Securities Inc. | 97,124 | $1.89M | 0.2% | N/A | 0.511% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 45,669 | $889K | 0.4% | -27.1% | 0.240% | |
| 1/22/2025 | Whitcomb & Hess Inc. | 72,388 | $1.41M | 0.4% | +30.0% | 0.381% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 41,221 | $803K | 0.0% | +2.9% | 0.217% | |
| 1/21/2025 | Sound Income Strategies LLC | 2,043,832 | $39.79M | 2.5% | +3.8% | 10.757% | |
| 1/21/2025 | LexAurum Advisors LLC | 74,618 | $1.45M | 0.3% | +6.7% | 0.393% | |
| 1/17/2025 | Verde Capital Management | 55,111 | $1.07M | 0.3% | +10.8% | 0.290% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 2,367 | $46K | 0.0% | N/A | 0.012% | |
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| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 254,914 | $4.96M | 0.2% | +32.9% | 1.342% | |
| 1/14/2025 | Redhawk Wealth Advisors Inc. | 23,881 | $465K | 0.1% | -95.4% | 0.126% | |
| 1/8/2025 | International Assets Investment Management LLC | 54,175 | $1.06M | 0.0% | N/A | 0.285% | |
| 12/26/2024 | JPMorgan Chase & Co. | 155,194 | $3.09M | 0.0% | -13.8% | 0.817% | |
| 11/25/2024 | Synovus Financial Corp | 13,896 | $276K | 0.0% | N/A | 0.073% | |
| 11/25/2024 | Tidal Investments LLC | 40,868 | $809K | 0.0% | +7.4% | 0.215% | |
| 11/15/2024 | Cape Cod Five Cents Savings Bank | 204,667 | $3.92M | 0.4% | -0.7% | 1.077% | |
| 11/15/2024 | MML Investors Services LLC | 76,080 | $1.51M | 0.0% | +8.0% | 0.400% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 216,116 | $4.30M | 0.1% | +239.1% | 1.137% | |
| 11/15/2024 | Hilltop Holdings Inc. | 14,550 | $289K | 0.0% | -49.0% | 0.077% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 24,821 | $494K | 0.2% | +22.1% | 0.131% | |
| 11/12/2024 | Crewe Advisors LLC | 9,174 | $182K | 0.0% | N/A | 0.048% | |
| 11/12/2024 | Optivise Advisory Services LLC | 69,221 | $1.38M | 0.7% | N/A | 0.364% | |
| 11/7/2024 | Napa Wealth Management | 41,978 | $835K | 0.4% | N/A | 0.221% | |
| 11/7/2024 | Tidemark LLC | 81,399 | $1.62M | 0.7% | +8.0% | 0.428% | |
| 11/7/2024 | TrinityPoint Wealth LLC | 10,044 | $200K | 0.0% | N/A | 0.053% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 13,677 | $272K | 0.0% | +13.7% | 0.072% | |
| 11/6/2024 | Empowered Funds LLC | 231,722 | $4.59M | 0.1% | N/A | 1.220% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 18,761 | $373K | 0.0% | -64.4% | 0.099% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 38,457 | $765K | 0.0% | +20.3% | 0.202% | |
| 11/5/2024 | Apollon Wealth Management LLC | 18,652 | $371K | 0.0% | -24.6% | 0.098% | |
| 11/1/2024 | Assetmark Inc. | 729,033 | $14.50M | 0.0% | +3.1% | 3.837% | |
| 11/1/2024 | Able Wealth Management LLC | 18,286 | $364K | 0.3% | +19.9% | 0.096% | |
| 10/31/2024 | Trademark Financial Management LLC | 18,284 | $364K | 0.3% | N/A | 0.096% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 133,932 | $2.66M | 0.2% | +5.9% | 0.705% | |
| 10/23/2024 | Financial Architects LLC | 231,221 | $4.60M | 3.0% | +1.6% | 1.217% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 191,753 | $3.81M | 0.2% | +18.1% | 1.009% | |
| 10/21/2024 | Koss Olinger Consulting LLC | 1,196,082 | $23.79M | 2.1% | +2.8% | 6.295% | |
| 10/18/2024 | Verde Capital Management | 49,750 | $990K | 0.3% | +4.0% | 0.262% | |
| 10/18/2024 | Etesian Wealth Advisors Inc. | 98,261 | $1.95M | 0.9% | -31.6% | 0.517% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 62,647 | $1.25M | 0.6% | -67.9% | 0.330% | |
| 10/17/2024 | LexAurum Advisors LLC | 69,944 | $1.39M | 0.3% | +22.7% | 0.368% | |
| 10/16/2024 | Kapitalo Investimentos Ltda | 172,528 | $3.43M | 0.8% | -29.5% | 0.908% | |
| 10/11/2024 | Iams Wealth Management LLC | 18,963 | $377K | 0.2% | -11.7% | 0.100% | |
| 10/11/2024 | Redhawk Wealth Advisors Inc. | 523,662 | $10.42M | 1.5% | +31.3% | 2.756% | |
| 10/10/2024 | Sound Income Strategies LLC | 1,969,230 | $39.17M | 2.5% | -0.6% | 10.364% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 23,879 | $457K | 0.0% | N/A | 0.126% | |
| 8/6/2024 | Koss Olinger Consulting LLC | 1,163,006 | $22.26M | 2.1% | N/A | 6.121% | |
| 7/26/2024 | Harbour Investments Inc. | 13,770 | $264K | 0.0% | -6.1% | 0.072% | |
| 7/25/2024 | Etesian Wealth Advisors Inc. | 143,701 | $2.75M | 1.5% | -9.8% | 0.756% | |
| 7/24/2024 | Joseph P. Lucia & Associates LLC | 13,571 | $260K | 0.1% | -21.5% | 0.071% | |
| 7/20/2024 | Hennion & Walsh Asset Management Inc. | 162,420 | $3.11M | 0.2% | +2.2% | 0.855% | |
| 7/18/2024 | Verde Capital Management | 47,854 | $916K | 0.3% | +5.7% | 0.252% | |
| 7/17/2024 | Redhawk Wealth Advisors Inc. | 398,744 | $7.63M | 1.2% | -44.1% | 2.099% | |
| 7/17/2024 | Seed Wealth Management Inc. | 48,945 | $937K | 0.8% | -9.2% | 0.258% | |
| 7/16/2024 | Financial Architects LLC | 227,516 | $4.36M | 3.0% | +2.6% | 1.197% | |
| 7/16/2024 | Fortress Wealth Management Inc. | 194,896 | $3.73M | 1.9% | -1.6% | 1.026% | |
| 7/16/2024 | Aspect Partners LLC | 51,341 | $983K | 0.6% | +4.5% | 0.270% | |
| 7/12/2024 | Sound Income Strategies LLC | 1,980,675 | $37.91M | 2.4% | -0.1% | 10.425% | |
| 5/17/2024 | Aspect Partners LLC | 49,138 | $938K | 0.7% | -2.5% | 0.259% | |
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| 5/17/2024 | Tidal Investments LLC | 34,729 | $663K | 0.0% | +5.8% | 0.183% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 44,142 | $842K | 0.0% | -1.9% | 0.232% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 16,633 | $317K | 0.0% | N/A | 0.088% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 41,617 | $794K | 0.0% | -5.3% | 0.219% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 17,287 | $330K | 0.2% | -7.3% | 0.091% | |
| 4/25/2024 | Financial Architects LLC | 221,736 | $4.23M | 2.9% | +4.4% | 1.167% | |
| 4/25/2024 | Eudaimonia Partners LLC | 53,950 | $1.03M | 0.2% | +139.6% | 0.284% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 29,295 | $559K | 0.3% | +90.5% | 0.154% | |
| 4/23/2024 | Strategic Blueprint LLC | 11,273 | $215K | 0.0% | N/A | 0.059% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 139,786 | $2.67M | 0.0% | +7.7% | 0.736% | |
