| 5/15/2026 | Gateway Wealth Partners LLC | 834,698 | $28.83M | 1.1% | N/A | 2.174% | |
| 5/15/2026 | Wealth Alliance LLC | 192,603 | $6.65M | 0.7% | +233.6% | 0.502% | |
| 5/13/2026 | Cetera Investment Advisers | 685,396 | $23.67M | 0.0% | +12.1% | 1.785% | |
| 5/6/2026 | Thayer Partners LLC MA | 11,789 | $407K | 0.2% | +20.0% | 0.031% | |
| 5/6/2026 | Independent Financial Group LLC | 78,163 | $2.70M | 0.1% | N/A | 0.204% | |
| 4/30/2026 | Kestra Advisory Services LLC | 258,976 | $8.95M | 0.0% | +0.3% | 0.677% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 38,207 | $1.32M | 0.2% | +50.7% | 0.100% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 23,787 | $822K | 0.1% | +201.2% | 0.062% | |
| 4/28/2026 | New England Capital Financial Advisors LLC | 33,157 | $1.15M | 0.3% | +1,084.6% | 0.087% | |
| 4/27/2026 | Private Advisor Group LLC | 14,562 | $503K | 0.0% | +34.3% | 0.038% | |
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| 4/22/2026 | TPG Advisors LLC | 17,886 | $618K | 0.4% | +25.0% | 0.047% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 12,808 | $442K | 0.0% | N/A | 0.033% | |
| 3/9/2026 | Rubicon Advisors GP | 12,385 | $427K | 0.4% | N/A | 0.036% | |
| 2/18/2026 | Vertex Planning Partners LLC | 17,660 | $609K | 0.1% | +88.6% | 0.052% | |
| 2/18/2026 | Maia Wealth LLC | 157,437 | $5.91M | 1.0% | +11.6% | 0.464% | |
| 2/17/2026 | Cetera Investment Advisers | 611,626 | $21.10M | 0.0% | +77.4% | 1.802% | |
| 2/17/2026 | Equitable Holdings Inc. | 38,492 | $1.33M | 0.0% | +5.5% | 0.113% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 17,060,502 | $589.06M | 0.1% | +8.3% | 50.252% | |
| 2/17/2026 | GeoWealth Management LLC | 6,688 | $231K | 0.0% | N/A | 0.020% | |
| 2/17/2026 | Osaic Holdings Inc. | 61,315 | $2.12M | 0.0% | +95.7% | 0.181% | |
| 2/17/2026 | &PARTNERS | 7,074 | $244K | 0.0% | N/A | 0.021% | |
| 2/13/2026 | Kestra Advisory Services LLC | 258,315 | $8.91M | 0.0% | +10.9% | 0.761% | |
| 2/13/2026 | Wells Fargo & Company MN | 635,821 | $21.94M | 0.0% | +4,495.7% | 1.873% | |
| 2/12/2026 | Jane Street Group LLC | 174,782 | $6.03M | 0.0% | N/A | 0.515% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 650,751 | $22.45M | 0.2% | -4.7% | 1.917% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 185,434 | $6.40M | 0.0% | +54.9% | 0.546% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 21,189 | $731K | 0.0% | +19.3% | 0.062% | |
| 2/11/2026 | Capital Analysts LLC | 79,949 | $2.76M | 0.1% | +103.3% | 0.235% | |
| 2/11/2026 | Eldridge Investment Advisors Inc. | 17,597 | $607K | 0.1% | +13.1% | 0.052% | |
| 2/11/2026 | LPL Financial LLC | 2,163,362 | $74.64M | 0.0% | +31.1% | 6.372% | |
| 2/11/2026 | Sittner & Nelson LLC | 17,977 | $666K | 0.2% | +22.5% | 0.053% | |
| 2/10/2026 | Natixis Advisors LLC | 40,353 | $1.39M | 0.0% | N/A | 0.119% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 574,836 | $19.83M | 0.3% | +130.0% | 1.693% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 9,354 | $323K | 0.0% | +25.2% | 0.028% | |
| 2/4/2026 | Advisor OS LLC | 7,052 | $243K | 0.0% | N/A | 0.021% | |
| 2/3/2026 | Koshinski Asset Management Inc. | 7,898 | $272K | 0.0% | N/A | 0.023% | |
| 2/2/2026 | Truist Financial Corp | 12,159 | $419K | 0.0% | +9.1% | 0.036% | |
| 2/2/2026 | Oak Harbor Wealth Partners LLC | 35,153 | $1.21M | 0.3% | N/A | 0.104% | |
| 2/2/2026 | Benjamin Edwards Inc. | 20,948 | $723K | 0.0% | +9.0% | 0.062% | |
| 2/2/2026 | New England Capital Financial Advisors LLC | 2,799 | $97K | 0.0% | N/A | 0.008% | |
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| 1/26/2026 | United Advisor Group LLC | 36,438 | $1.26M | 0.2% | +30.5% | 0.110% | |
| 1/23/2026 | Smith Moore & CO. | 208,646 | $7.20M | 0.5% | +37.1% | 0.643% | |
| 1/21/2026 | TPG Advisors LLC | 14,308 | $494K | 0.3% | +13.4% | 0.044% | |
| 1/21/2026 | Walkner Condon Financial Advisors LLC | 25,345 | $874K | 0.1% | +22.7% | 0.078% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 6,544 | $226K | 0.0% | N/A | 0.020% | |
| 1/15/2026 | 4J Wealth Management LLC | 497,448 | $17.16M | 9.8% | +0.8% | 1.538% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 471,289 | $16.71M | 0.0% | +9.2% | 1.501% | |
| 11/18/2025 | Vertex Planning Partners LLC | 9,365 | $315K | 0.1% | N/A | 0.033% | |
| 11/17/2025 | Susquehanna International Group LLP | 84,515 | $2.84M | 0.0% | +29.3% | 0.296% | |
| 11/17/2025 | Flow Traders U.S. LLC | 6,212 | $209K | 0.0% | -94.8% | 0.022% | |
| 11/17/2025 | Citadel Advisors LLC | 58,222 | $1.96M | 0.0% | +71.1% | 0.204% | |
| 11/17/2025 | Ameriprise Financial Inc. | 104,102 | $3.50M | 0.0% | N/A | 0.364% | |
| 11/14/2025 | Raymond James Financial Inc. | 133,227 | $4.48M | 0.0% | +60.5% | 0.466% | |
| 11/14/2025 | Equitable Holdings Inc. | 36,472 | $1.23M | 0.0% | +20.8% | 0.128% | |
| 11/14/2025 | Maia Wealth LLC | 141,121 | $4.80M | 0.8% | +49.5% | 0.493% | |
| 11/13/2025 | PCG Wealth Advisors LLC | 82,510 | $2.77M | 0.8% | N/A | 0.288% | |
| 11/13/2025 | Private Advisor Group LLC | 17,785 | $598K | 0.0% | N/A | 0.062% | |
| 11/12/2025 | Smith Moore & CO. | 152,224 | $5.12M | 0.4% | +1.6% | 0.532% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 682,847 | $22.96M | 0.2% | -3.8% | 2.388% | |
| 11/12/2025 | Kingsview Wealth Management LLC | 249,964 | $8.40M | 0.1% | N/A | 0.874% | |
| 11/10/2025 | First Heartland Consultants Inc. | 7,106 | $239K | 0.0% | +7.6% | 0.025% | |
| 11/7/2025 | Wealth Alliance LLC | 14,205 | $478K | 0.0% | +117.0% | 0.050% | |
| 11/6/2025 | TPG Advisors LLC | 12,615 | $424K | 0.3% | +56.4% | 0.044% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 74,347 | $2.50M | 0.0% | +26.1% | 0.260% | |
| 11/4/2025 | Jones Financial Companies Lllp | 228,940 | $7.66M | 0.0% | +96.5% | 0.800% | |
| 11/4/2025 | Cornerstone Wealth Management LLC | 7,470 | $251K | 0.0% | +14.9% | 0.026% | |
| 10/29/2025 | Root Financial Partners LLC | 1,762 | $59K | 0.0% | N/A | 0.006% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 431,401 | $14.64M | 0.0% | +2.3% | 1.577% | |
| 10/29/2025 | Walkner Condon Financial Advisors LLC | 20,660 | $695K | 0.1% | N/A | 0.076% | |
| 10/23/2025 | Benjamin Edwards Inc. | 19,217 | $646K | 0.0% | +69.4% | 0.070% | |
| 10/22/2025 | 4J Wealth Management LLC | 493,744 | $16.60M | 9.8% | +7.8% | 1.805% | |
| 10/15/2025 | JGP Wealth Management LLC | 8,605 | $292K | 0.0% | -11.7% | 0.031% | |
| 9/4/2025 | Osaic Holdings Inc. | 21,068 | $682K | 0.0% | +370.9% | 0.087% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 709,707 | $22.97M | 0.2% | -5.2% | 2.939% | |
| 8/18/2025 | Tyler Stone Wealth Management | 11,390 | $369K | 0.1% | N/A | 0.047% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 37,111 | $1.20M | 0.0% | -95.0% | 0.148% | |
| 8/15/2025 | Benjamin Edwards Inc. | 11,343 | $367K | 0.0% | N/A | 0.047% | |
| 8/14/2025 | Raymond James Financial Inc. | 83,009 | $2.69M | 0.0% | +243.2% | 0.344% | |
| 8/13/2025 | Flow Traders U.S. LLC | 120,549 | $3.90M | 0.1% | N/A | 0.499% | |
| 8/13/2025 | Smith Moore & CO. | 149,769 | $4.85M | 0.4% | N/A | 0.620% | |
| 8/13/2025 | Maia Wealth LLC | 94,370 | $3.06M | 0.6% | +33.1% | 0.391% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 9,048 | $293K | 0.0% | N/A | 0.037% | |
| 8/11/2025 | United Advisor Group LLC | 8,935 | $289K | 0.0% | N/A | 0.036% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 101,508 | $3.29M | 0.0% | N/A | 0.406% | |
| 8/8/2025 | Cetera Investment Advisers | 77,065 | $2.50M | 0.0% | +264.5% | 0.308% | |
| 8/8/2025 | Francis Financial Inc. | 20,371 | $659K | 0.2% | N/A | 0.081% | |
| 8/8/2025 | Wealth Alliance LLC | 6,547 | $212K | 0.0% | N/A | 0.026% | |
| 8/6/2025 | Prospera Financial Services Inc | 102,922 | $3.33M | 0.1% | N/A | 0.412% | |
| 8/4/2025 | 4J Wealth Management LLC | 457,846 | $14.82M | 10.0% | +231.7% | 1.831% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 58,957 | $1.91M | 0.0% | +199.6% | 0.236% | |
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| 7/28/2025 | JGP Wealth Management LLC | 9,750 | $316K | 0.0% | N/A | 0.039% | |
| 7/18/2025 | Truist Financial Corp | 11,388 | $368K | 0.0% | N/A | 0.046% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 421,650 | $13.66M | 0.0% | -4.0% | 1.764% | |
| 5/14/2025 | Price T Rowe Associates Inc. MD | 8,867,513 | $259.18M | 0.0% | +91,810.4% | 43.151% | |
| 5/14/2025 | Capital Analysts LLC | 32,886 | $961K | 0.0% | +5.5% | 0.160% | |
| 5/12/2025 | Maia Wealth LLC | 70,910 | $2.01M | 0.5% | +50.4% | 0.345% | |
| 5/7/2025 | LPL Financial LLC | 313,252 | $9.16M | 0.0% | +1,582.3% | 1.524% | |
| 5/6/2025 | Cetera Investment Advisers | 21,145 | $618K | 0.0% | N/A | 0.103% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 48,463 | $1.42M | 0.0% | N/A | 0.236% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 19,676 | $575K | 0.0% | N/A | 0.096% | |