| 7/10/2026 | KWB Wealth | 68,743 | $3.14M | 0.3% | +31.1% | 0.211% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 90,291 | $3.65M | 1.5% | -19.9% | 0.346% | |
| 5/19/2026 | Western Wealth Management LLC | 736 | $29K | 0.0% | N/A | 0.003% | |
| 5/19/2026 | Arkadios Wealth Advisors | 9,493 | $373K | 0.0% | N/A | 0.036% | |
| 5/13/2026 | Cetera Investment Advisers | 90,713 | $3.57M | 0.0% | +58.9% | 0.348% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 7,626 | $300K | 0.0% | -3.8% | 0.029% | |
| 4/30/2026 | Money Concepts Capital Corp | 9,565 | $376K | 0.0% | N/A | 0.037% | |
| 4/29/2026 | Jackson Thornton Wealth Management LLC | 10,458 | $435K | 0.0% | +90.5% | 0.040% | |
| 4/29/2026 | Northwest Wealth Advisors LLC | 109,900 | $4.32M | 3.1% | +33.5% | 0.422% | |
| 4/27/2026 | Private Advisor Group LLC | 350,410 | $13.78M | 0.1% | -7.9% | 1.353% | |
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| 2/17/2026 | Cetera Investment Advisers | 57,080 | $2.53M | 0.0% | +55.5% | 0.239% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 9,260,089 | $411.13M | 0.0% | +12.2% | 38.826% | |
| 2/17/2026 | GeoWealth Management LLC | 6,636 | $294K | 0.0% | N/A | 0.028% | |
| 2/17/2026 | Osaic Holdings Inc. | 70,571 | $3.13M | 0.0% | -2.4% | 0.296% | |
| 2/17/2026 | Private Advisor Group LLC | 380,315 | $16.83M | 0.1% | +0.2% | 1.595% | |
| 2/17/2026 | Royal Bank of Canada | 2,179 | $96K | 0.0% | N/A | 0.009% | |
| 2/13/2026 | Wells Fargo & Company MN | 22,774 | $1.01M | 0.0% | N/A | 0.095% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 23,029 | $1.02M | 0.0% | +34.4% | 0.097% | |
| 2/12/2026 | Mason Investment Advisory Services Inc. | 5,391,884 | $238.59M | 11.3% | +0.2% | 22.607% | |
| 2/11/2026 | LPL Financial LLC | 1,258,564 | $55.69M | 0.0% | +3.2% | 5.277% | |
| 2/11/2026 | Flagship Wealth Advisors LLC | 112,710 | $4.99M | 1.4% | +12.5% | 0.473% | |
| 2/6/2026 | Northwest Wealth Advisors LLC | 82,341 | $3.64M | 2.8% | N/A | 0.345% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 7,929 | $351K | 0.0% | +4.1% | 0.034% | |
| 1/26/2026 | CWM LLC | 6,428 | $284K | 0.0% | +5.2% | 0.027% | |
| 1/21/2026 | Capital Investment Advisory Services LLC | 970 | $43K | 0.0% | +142.5% | 0.004% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 4,850 | $215K | 0.0% | N/A | 0.023% | |
| 1/12/2026 | KWB Wealth | 52,435 | $2.32M | 0.2% | +23.8% | 0.255% | |
| 11/18/2025 | Vertex Planning Partners LLC | 9,876 | $431K | 0.1% | +6.7% | 0.049% | |
| 11/17/2025 | Keystone Financial Group | 7,255 | $317K | 0.0% | -4.0% | 0.036% | |
| 11/17/2025 | Susquehanna International Group LLP | 19,793 | $864K | 0.0% | -58.5% | 0.098% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 4,861 | $212K | 0.0% | N/A | 0.024% | |
| 11/17/2025 | Ameriprise Financial Inc. | 30,648 | $1.34M | 0.0% | N/A | 0.152% | |
| 11/14/2025 | Raymond James Financial Inc. | 22,816 | $996K | 0.0% | +35.3% | 0.114% | |
| 11/13/2025 | Private Advisor Group LLC | 379,659 | $16.57M | 0.1% | +0.8% | 1.889% | |
| 11/12/2025 | Mason Investment Advisory Services Inc. | 5,380,394 | $234.80M | 11.7% | -2.0% | 26.768% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 495,750 | $21.64M | 0.2% | -2.5% | 2.466% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 40,704 | $1.78M | 0.0% | +39.1% | 0.203% | |
| 11/4/2025 | Jones Financial Companies Lllp | 22,644 | $981K | 0.0% | +35.0% | 0.113% | |
| 10/30/2025 | Flagship Wealth Advisors LLC | 100,172 | $4.37M | 1.4% | -4.4% | 0.500% | |
| 10/29/2025 | Jackson Thornton Wealth Management LLC | 5,489 | $243K | 0.0% | N/A | 0.027% | |
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| 10/29/2025 | Root Financial Partners LLC | 1,286 | $56K | 0.0% | N/A | 0.006% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 7,619 | $332K | 0.0% | +38.7% | 0.038% | |
| 10/15/2025 | CWM LLC | 6,111 | $267K | 0.0% | +8.8% | 0.030% | |
| 10/8/2025 | KWB Wealth | 42,344 | $1.71M | 0.2% | +28.7% | 0.217% | |
| 9/4/2025 | Osaic Holdings Inc. | 67,939 | $2.75M | 0.0% | +2.0% | 0.348% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 5,494 | $222K | 0.0% | +27.6% | 0.028% | |
| 8/14/2025 | Jane Street Group LLC | 19,746 | $798K | 0.0% | N/A | 0.101% | |
| 8/14/2025 | Raymond James Financial Inc. | 16,864 | $682K | 0.0% | +53.1% | 0.086% | |
| 8/14/2025 | Vertex Planning Partners LLC | 9,254 | $374K | 0.1% | +28.9% | 0.047% | |
| 8/8/2025 | Cetera Investment Advisers | 25,501 | $1.03M | 0.0% | +47.3% | 0.131% | |
| 8/5/2025 | Mason Investment Advisory Services Inc. | 5,492,570 | $222.01M | 12.1% | +1.3% | 28.312% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 29,270 | $1.18M | 0.0% | +29.6% | 0.151% | |
| 7/25/2025 | CWM LLC | 5,617 | $227K | 0.0% | +36.8% | 0.029% | |
| 7/17/2025 | KWB Wealth | 32,909 | $1.33M | 0.2% | +24.6% | 0.171% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 7,055 | $242K | 0.0% | N/A | 0.035% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 4,306 | $148K | 0.0% | +23.2% | 0.022% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,055 | $242K | 0.0% | N/A | 0.036% | |
| 5/14/2025 | Price T Rowe Associates Inc. MD | 6,792,069 | $232.96M | 0.0% | +115,097.9% | 34.921% | |
| 5/14/2025 | Vertex Planning Partners LLC | 7,180 | $246K | 0.1% | N/A | 0.037% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 100,781 | $3.46M | 1.4% | N/A | 0.518% | |
| 5/7/2025 | LPL Financial LLC | 569,155 | $19.52M | 0.0% | +23.5% | 2.926% | |
| 5/6/2025 | Cetera Investment Advisers | 17,313 | $594K | 0.0% | N/A | 0.089% | |
| 5/1/2025 | CWM LLC | 4,107 | $141K | 0.0% | +11.2% | 0.021% | |
| 5/1/2025 | Mason Investment Advisory Services Inc. | 5,421,401 | $185.95M | 11.2% | -1.3% | 27.874% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 22,583 | $775K | 0.0% | N/A | 0.116% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 511,821 | $17.56M | 0.2% | +42.3% | 2.631% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,579 | $534K | 0.0% | +92.3% | 0.085% | |
| 4/11/2025 | DHK Financial Advisors Inc. | 19,528 | $670K | 0.4% | -2.4% | 0.106% | |
| 4/10/2025 | KWB Wealth | 26,412 | $1M | 0.1% | +149.9% | 0.144% | |
| 2/14/2025 | Jane Street Group LLC | 6,645 | $252K | 0.0% | -29.6% | 0.277% | |
| 2/14/2025 | Price T Rowe Associates Inc. MD | 5,896 | $224K | 0.0% | N/A | 0.246% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 359,580 | $13.62M | 0.2% | +124.7% | 14.983% | |
| 2/11/2025 | LPL Financial LLC | 460,923 | $17.46M | 0.0% | +279.9% | 19.205% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 8,386 | $318K | 0.0% | +34.7% | 0.349% | |
| 2/6/2025 | Mason Investment Advisory Services Inc. | 5,494,096 | $208.06M | 12.2% | -1.8% | 228.921% | |
| 2/3/2025 | Private Advisor Group LLC | 369,884 | $14.01M | 0.1% | +1.4% | 15.412% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 731 | $28K | 0.0% | N/A | 0.030% | |
| 1/28/2025 | Seamount Financial Group Inc. | 6,872 | $260K | 0.2% | -14.0% | 0.286% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 3,495 | $132K | 0.0% | N/A | 0.146% | |
| 1/14/2025 | KWB Wealth | 10,567 | $379K | 0.0% | N/A | 0.440% | |
| 11/15/2024 | Jane Street Group LLC | 9,435 | $339K | 0.0% | -78.1% | 0.393% | |
| 11/12/2024 | Mason Investment Advisory Services Inc. | 5,593,335 | $200.69M | 11.7% | -0.7% | 233.056% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 160,011 | $5.74M | 0.1% | +52.3% | 6.667% | |
| 10/22/2024 | Private Advisor Group LLC | 364,689 | $13.09M | 0.1% | +4.8% | 15.195% | |
| 10/18/2024 | Seamount Financial Group Inc. | 7,994 | $287K | 0.2% | +5.0% | 0.333% | |
| 8/9/2024 | DHK Financial Advisors Inc. | 19,997 | $697K | 0.5% | N/A | 0.833% | |
| 8/5/2024 | Private Advisor Group LLC | 348,004 | $12.14M | 0.1% | N/A | 14.500% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,227 | $217K | 0.0% | N/A | 0.259% | |