| 4/30/2025 | Financial Synergies Wealth Advisors Inc. | 2,594 | $201K | 0.0% | N/A | 0.041% | |
| 4/30/2025 | CFO4Life Group LLC | 53,483 | $4.15M | 0.7% | +6.1% | 0.846% | |
| 4/30/2025 | Leavell Investment Management Inc. | 45,212 | $3.51M | 0.2% | +100.5% | 0.715% | |
| 4/30/2025 | OMNI 360 Wealth Inc. | 11,795 | $915K | 0.5% | -2.0% | 0.187% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 50,417 | $3.90M | 0.4% | +7.5% | 0.798% | |
| 4/25/2025 | Mather Group LLC. | 1,464 | $114K | 0.0% | +1,642.9% | 0.023% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 112,296 | $8.71M | 2.6% | +6.9% | 1.777% | |
| 4/24/2025 | Westwind Capital | 8,027 | $623K | 0.2% | +10.2% | 0.127% | |
| 4/24/2025 | Family Investment Center Inc. | 7,071 | $548K | 0.1% | N/A | 0.112% | |
| 4/23/2025 | Oak Hill Wealth Advisors LLC | 5,940 | $461K | 0.1% | +2.3% | 0.094% | |
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| 4/23/2025 | Balance Wealth LLC | 52,227 | $4.05M | 2.6% | N/A | 0.826% | |
| 4/23/2025 | Steph & Co. | 4,587 | $356K | 0.1% | -14.1% | 0.073% | |
| 4/22/2025 | Diversified Portfolios Inc. | 134,167 | $10.41M | 1.1% | +27.6% | 2.123% | |
| 4/22/2025 | Moser Wealth Advisors LLC | 6,500 | $504K | 0.3% | +128.1% | 0.103% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,817 | $219K | 0.0% | N/A | 0.045% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 37,072 | $2.88M | 1.6% | +34.0% | 0.587% | |
| 4/21/2025 | L.M. Kohn & Company | 11,817 | $917K | 0.2% | N/A | 0.187% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 53,361 | $4.05M | 0.4% | +13.8% | 0.844% | |
| 4/21/2025 | Janney Capital Management LLC | 70,759 | $5.49M | 0.4% | N/A | 1.120% | |
| 4/17/2025 | Tcfg Wealth Management LLC | 2,820 | $219K | 0.1% | N/A | 0.045% | |
| 4/14/2025 | Investment Advisory Group LLC | 21,179 | $1.64M | 0.5% | +36.2% | 0.335% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 4,981 | $381K | 0.4% | +5.9% | 0.076% | |
| 4/11/2025 | Harbor Group Inc. | 7,307 | $567K | 0.1% | N/A | 0.112% | |
| 4/10/2025 | CGN Advisors LLC | 10,280 | $797K | 0.1% | N/A | 0.163% | |
| 2/19/2025 | Parr Mcknight Wealth Management Group LLC | 28,740 | $2.18M | 0.3% | N/A | 0.688% | |
| 2/17/2025 | Captrust Financial Advisors | 13,757 | $1.05M | 0.0% | N/A | 0.329% | |
| 2/17/2025 | Accredited Wealth Management LLC | 850 | $65K | 0.1% | N/A | 0.020% | |
| 2/14/2025 | Jane Street Group LLC | 13,133 | $998K | 0.0% | -1.8% | 0.314% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 18,753 | $1.43M | 0.1% | +3.0% | 0.449% | |
| 2/12/2025 | Ariadne Wealth Management LP | 3,542 | $271K | 0.1% | N/A | 0.085% | |
| 2/11/2025 | LPL Financial LLC | 19,629 | $1.49M | 0.0% | +61.0% | 0.470% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 8,805 | $669K | 0.0% | N/A | 0.211% | |
| 2/10/2025 | CFO4Life Group LLC | 50,416 | $3.83M | 0.7% | N/A | 1.206% | |
| 2/7/2025 | HighTower Advisors LLC | 6,370 | $484K | 0.0% | N/A | 0.152% | |
| 2/7/2025 | Grant Street Asset Management Inc. | 50,883 | $3.87M | 1.0% | +2.2% | 1.217% | |
| 2/7/2025 | Oak Hill Wealth Advisors LLC | 5,805 | $441K | 0.1% | -218.4% | 0.139% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,149 | $239K | 0.0% | -14.5% | 0.075% | |
| 2/7/2025 | Strategic Family Wealth Counselors L.L.C. | 24,088 | $1.83M | 0.6% | N/A | 0.576% | |
| 2/6/2025 | Jones Financial Companies Lllp | 5,677 | $431K | 0.0% | +3,684.7% | 0.136% | |
| 2/4/2025 | MorganRosel Wealth Management LLC | 105,023 | $7.98M | 2.6% | +4.6% | 2.513% | |
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| 2/3/2025 | Private Advisor Group LLC | 3,821 | $290K | 0.0% | N/A | 0.091% | |
| 2/3/2025 | Fagan Associates Inc. | 96,233 | $7.31M | 1.2% | +2.2% | 2.302% | |
| 1/30/2025 | Principal Securities Inc. | 4,085 | $310K | 0.0% | -11.7% | 0.098% | |
| 1/29/2025 | Diversified Portfolios Inc. | 105,106 | $7.99M | 0.9% | +24.3% | 2.514% | |
| 1/29/2025 | Leavell Investment Management Inc. | 22,553 | $1.71M | 0.1% | +80.6% | 0.540% | |
| 1/28/2025 | Moser Wealth Advisors LLC | 2,850 | $217K | 0.1% | N/A | 0.068% | |
| 1/28/2025 | Keystone Financial Group Inc. | 44,669 | $3.39M | 2.7% | N/A | 1.069% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 46,905 | $3.57M | 0.3% | N/A | 1.122% | |
| 1/24/2025 | Panoramic Investment Advisors LLC | 92,919 | $7.06M | 4.6% | +14.9% | 2.223% | |
| 1/22/2025 | Landmark Wealth Management LLC | 85,973 | $6.53M | 2.9% | +4.8% | 2.057% | |
| 1/22/2025 | Integrity Wealth Solutions LLC | 27,663 | $2.10M | 1.2% | +19.2% | 0.662% | |
| 1/17/2025 | Investment Advisory Group LLC | 15,555 | $1.18M | 0.4% | +120.1% | 0.372% | |
| 1/17/2025 | Verum Partners LLC | 3,656 | $278K | 0.1% | N/A | 0.087% | |
| 1/15/2025 | Capital & Planning LLC | 2,918 | $222K | 0.2% | N/A | 0.070% | |
| 1/14/2025 | Lakewood Asset Management LLC | 10,573 | $803K | 0.6% | +28.4% | 0.253% | |
| 1/14/2025 | Steph & Co. | 5,340 | $406K | 0.1% | -9.3% | 0.128% | |
| 1/14/2025 | Breakwater Capital Group | 8,330 | $633K | 0.1% | -2.0% | 0.199% | |
| 1/14/2025 | GSG Advisors LLC | 6,557 | $498K | 0.2% | +26.6% | 0.157% | |
| 1/7/2025 | Westwind Capital | 7,287 | $554K | 0.1% | N/A | 0.193% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 6,280 | $498K | 0.0% | N/A | 0.199% | |
| 11/15/2024 | Jane Street Group LLC | 13,376 | $1.06M | 0.0% | -34.4% | 0.425% | |
| 11/13/2024 | Acorn Wealth Advisors LLC | 3,974 | $315K | 0.1% | +32.7% | 0.126% | |
| 11/6/2024 | Diversified Portfolios Inc. | 84,546 | $6.71M | 0.8% | +155.9% | 2.684% | |
| 11/1/2024 | Leavell Investment Management Inc. | 12,491 | $991K | 0.0% | N/A | 0.397% | |
| 10/30/2024 | Landmark Wealth Management LLC | 82,025 | $6.51M | 2.8% | N/A | 2.604% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,682 | $292K | 0.0% | N/A | 0.117% | |
| 10/24/2024 | OMNI 360 Wealth Inc. | 9,298 | $737K | 0.5% | +73.9% | 0.295% | |
| 10/21/2024 | Integrity Wealth Solutions LLC | 23,205 | $1.84M | 1.1% | +14.4% | 0.737% | |
| 10/15/2024 | Investment Advisory Group LLC | 7,068 | $561K | 0.2% | N/A | 0.224% | |
| 10/10/2024 | MorganRosel Wealth Management LLC | 100,410 | $7.97M | 2.6% | +4.1% | 3.188% | |
| 10/7/2024 | Lakewood Asset Management LLC | 8,233 | $653K | 0.4% | +63.4% | 0.261% | |
| 7/26/2024 | Breakwater Capital Group | 8,660 | $659K | 0.1% | -19.5% | 0.433% | |
| 7/26/2024 | Integrity Wealth Solutions LLC | 20,277 | $1.54M | 1.0% | +37.0% | 1.014% | |
| 7/23/2024 | Diversified Portfolios Inc. | 33,045 | $2.52M | 0.3% | +303.2% | 1.652% | |
| 7/19/2024 | OMNI 360 Wealth Inc. | 5,346 | $407K | 0.3% | +51.9% | 0.267% | |
| 7/18/2024 | Lakewood Asset Management LLC | 5,038 | $383K | 0.3% | N/A | 0.252% | |
| 7/15/2024 | MorganRosel Wealth Management LLC | 96,465 | $7.34M | 2.6% | +1.2% | 4.823% | |
| 7/13/2024 | GSG Advisors LLC | 5,131 | $387K | 0.1% | +62.5% | 0.257% | |
| 4/30/2024 | North Star Investment Management Corp. | 326 | $25K | 0.0% | N/A | 0.022% | |
| 4/19/2024 | OMNI 360 Wealth Inc. | 3,520 | $270K | 0.2% | N/A | 0.233% | |
| 4/18/2024 | Integrity Wealth Solutions LLC | 14,796 | $1.14M | 0.7% | N/A | 0.980% | |
| 4/18/2024 | Panoramic Investment Advisors LLC | 2,912 | $223K | 0.2% | N/A | 0.193% | |
| 4/18/2024 | MorganRosel Wealth Management LLC | 95,284 | $7.31M | 2.6% | N/A | 6.310% | |
| 4/18/2024 | Breakwater Capital Group | 10,752 | $825K | 0.2% | +109.1% | 0.712% | |
| 4/12/2024 | Steph & Co. | 935 | $72K | 0.0% | N/A | 0.062% | |
| 4/11/2024 | GSG Advisors LLC | 3,157 | $240K | 0.1% | N/A | 0.209% | |
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