| 5/14/2026 | Lido Advisors LLC | 45,899 | $4.60M | 0.0% | +334.3% | 0.061% | |
| 5/13/2026 | Cetera Investment Advisers | 278,409 | $27.89M | 0.0% | +29.5% | 0.371% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 6,503 | $652K | 0.1% | -12.8% | 0.009% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 162,680 | $16.30M | 0.4% | +42.1% | 0.217% | |
| 5/8/2026 | Wilkerson Advisory Group LLC | 66,542 | $6.67M | 2.3% | -2.3% | 0.089% | |
| 5/8/2026 | Titan Global Capital Management USA LLC | 18,600 | $1.86M | 0.3% | +58.7% | 0.025% | |
| 5/8/2026 | Cannon Capital Management Inc. | 143,322 | $14.36M | 11.7% | +27.0% | 0.191% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 18,515 | $1.86M | 0.9% | -24.4% | 0.025% | |
| 5/7/2026 | Parallel Advisors LLC | 362 | $36K | 0.0% | +129.1% | 0.000% | |
| 5/7/2026 | Finhabits Advisors LLC | 72,308 | $7.25M | 6.7% | +5.1% | 0.096% | |
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| 5/7/2026 | Hershey Financial Advisers LLC | 38,724 | $3.88M | 3.4% | N/A | 0.052% | |
| 5/6/2026 | GatePass Capital LLC | 45,450 | $4.55M | 2.1% | -8.0% | 0.061% | |
| 5/6/2026 | Main Street Group LTD | 9,582 | $960K | 0.3% | -32.2% | 0.013% | |
| 5/6/2026 | Independent Financial Group LLC | 18,621 | $1.87M | 0.1% | N/A | 0.025% | |
| 5/6/2026 | Helium Advisors LLC | 38,464 | $3.85M | 3.7% | -20.9% | 0.051% | |
| 5/5/2026 | Wealthfront Advisers LLC | 911,484 | $91.32M | 0.2% | -30.9% | 1.214% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 3,424 | $343K | 0.0% | -14.7% | 0.005% | |
| 5/5/2026 | Sanctuary Advisors LLC | 16,208 | $1.62M | 0.0% | -10.8% | 0.022% | |
| 5/4/2026 | Objective Capital Management LLC | 8,418 | $843K | 0.9% | +17.8% | 0.011% | |
| 5/4/2026 | HBW Advisory Services LLC | 2,699 | $270K | 0.0% | +33.8% | 0.004% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 255,434 | $25.57M | 0.5% | +30.6% | 0.340% | |
| 5/4/2026 | IFC Advisors LLC | 7,279 | $729K | 0.1% | -3.0% | 0.010% | |
| 5/4/2026 | Tevis Investment Management | 208,435 | $20.88M | 11.9% | +205.6% | 0.278% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 6,267 | $628K | 0.2% | +99.9% | 0.008% | |
| 5/2/2026 | International Assets Investment Management LLC | 5,180 | $518K | 0.0% | -15.7% | 0.007% | |
| 5/2/2026 | Castleview Partners LLC | 3,163 | $317K | 0.2% | N/A | 0.004% | |
| 5/2/2026 | Valmark Advisers Inc. | 10,751 | $1.08M | 0.0% | +17.2% | 0.014% | |
| 5/1/2026 | Fifth Third Bancorp | 9,818 | $984K | 0.0% | N/A | 0.013% | |
| 5/1/2026 | ACR Alpine Capital Research LLC | 11,133,728 | $1.12B | 16.7% | +37.2% | 14.805% | |
| 4/30/2026 | Winch Advisory Services LLC | 119,526 | $11.98M | 2.7% | +1.7% | 0.159% | |
| 4/30/2026 | Beacon Financial Group | 48,730 | $4.88M | 0.5% | +290.6% | 0.065% | |
| 4/30/2026 | Kestra Advisory Services LLC | 52,620 | $5.27M | 0.0% | -6.5% | 0.070% | |
| 4/30/2026 | Money Concepts Capital Corp | 2,562 | $257K | 0.0% | N/A | 0.003% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 29,585 | $2.96M | 0.1% | -18.4% | 0.039% | |
| 4/29/2026 | Addison Capital Co | 45,887 | $4.60M | 0.8% | N/A | 0.061% | |
| 4/29/2026 | Burney Co. | 9,940 | $996K | 0.0% | -13.3% | 0.013% | |
| 4/29/2026 | Sage Rhino Capital LLC | 162,772 | $16.31M | 3.1% | -2.6% | 0.216% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,237 | $124K | 0.0% | -48.3% | 0.002% | |
| 4/28/2026 | Stephens Inc. AR | 4,638 | $465K | 0.0% | -46.5% | 0.006% | |
| 4/28/2026 | Bravias Capital Group LLC | 8,020 | $804K | 0.5% | +1.5% | 0.011% | |
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| 4/28/2026 | Hunter Associates Investment Management LLC | 30,288 | $3.04M | 0.4% | +5.3% | 0.040% | |
| 4/27/2026 | Capital Financial Group Inc. Co. ADV | 40,020 | $4.01M | 2.2% | +5.4% | 0.053% | |
| 4/27/2026 | Kelman Lazarov Inc. | 3,289 | $330K | 0.0% | -37.7% | 0.004% | |
| 4/27/2026 | Baer Investment Advisory LLC | 15,288 | $1.53M | 0.2% | N/A | 0.020% | |
| 4/27/2026 | World Investment Advisors | 7,219 | $723K | 0.0% | +27.9% | 0.010% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 4,073 | $408K | 0.0% | +4.5% | 0.005% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 20,125 | $2.02M | 0.2% | +9.2% | 0.027% | |
| 4/27/2026 | Private Advisor Group LLC | 218,938 | $21.94M | 0.1% | +6.0% | 0.292% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 24,666 | $2.47M | 0.1% | +15.9% | 0.033% | |
| 4/27/2026 | Sound Income Strategies LLC | 457 | $46K | 0.0% | N/A | 0.001% | |
| 4/24/2026 | TKG Advisors LLC | 2,324 | $233K | 0.1% | -39.1% | 0.003% | |
| 4/24/2026 | Cane Capital Partners LLC | 2,300 | $230K | 0.1% | +12.2% | 0.003% | |
| 4/24/2026 | Bayban | 754 | $76K | 0.1% | N/A | 0.001% | |
| 4/23/2026 | Financial & Tax Architects LLC | 42,947 | $4.30M | 1.0% | +14.6% | 0.057% | |
| 4/23/2026 | Vicus Capital | 26,260 | $2.63M | 0.2% | +5.1% | 0.035% | |
| 4/22/2026 | Nicholson Meyer Capital Management Inc. | 76,497 | $7.66M | 5.9% | -1.4% | 0.102% | |
| 4/22/2026 | Narus Financial Partners LLC | 17,376 | $1.74M | 0.5% | +49.3% | 0.023% | |
| 4/21/2026 | Sugar Maple Asset Management LLC | 12,395 | $1.24M | 0.8% | -1.8% | 0.016% | |
| 4/21/2026 | Waterway Wealth Management LLC | 144,931 | $14.52M | 2.7% | -32.0% | 0.192% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 325 | $33K | 0.0% | N/A | 0.000% | |
| 4/21/2026 | Falcon Wealth Planning | 4,221 | $423K | 0.0% | +23.0% | 0.006% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 25,337 | $2.54M | 0.0% | -4.9% | 0.034% | |
| 4/20/2026 | Friedenthal Financial | 1,195 | $120K | 0.1% | +171.6% | 0.002% | |
| 4/20/2026 | Blue Trust Inc. | 7,459 | $747K | 0.0% | -13.3% | 0.010% | |
| 4/18/2026 | EdgeRock Capital LLC | 2,292 | $214K | 0.1% | N/A | 0.003% | |
| 4/18/2026 | Guyasuta Investment Advisors Inc. | 24,849 | $2.49M | 0.1% | +11.5% | 0.033% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 7,377 | $739K | 0.2% | -8.4% | 0.010% | |
| 4/17/2026 | AdvisorNet Financial Inc | 2,271 | $228K | 0.0% | +14.9% | 0.003% | |
| 4/17/2026 | Baker Ellis Asset Management LLC | 100,621 | $10.08M | 1.2% | -7.0% | 0.134% | |
| 4/17/2026 | Bell Investment Advisors Inc | 643,921 | $64.51M | 10.1% | +1.7% | 0.856% | |
| 4/17/2026 | Sterneck Capital Management LLC | 80,943 | $8.11M | 3.7% | -2.5% | 0.108% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 30,460 | $3.05M | 0.3% | -21.1% | 0.041% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 3,017 | $302K | 0.2% | -4.2% | 0.004% | |
| 4/16/2026 | VVR Holdings LLC | 5,490 | $550K | 0.3% | -32.3% | 0.007% | |
| 4/16/2026 | Founders Financial Securities LLC | 6,015 | $601K | 0.0% | -6.4% | 0.008% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 7,211 | $722K | 0.0% | -6.3% | 0.010% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 85,514 | $8.55M | 0.0% | +48.2% | 0.120% | |
| 3/13/2026 | World Investment Advisors | 5,645 | $564K | 0.0% | N/A | 0.008% | |
| 3/9/2026 | Corient Private Wealth LLC | 862,645 | $86.21M | 0.1% | -1.8% | 1.208% | |
| 3/5/2026 | Mengis Capital Management Inc. | 7,332 | $733K | 0.1% | +23.1% | 0.010% | |
| 2/25/2026 | Thryve Wealth Management LLC | 10,412 | $1.04M | 0.5% | N/A | 0.015% | |
| 2/19/2026 | Compound Planning Inc. | 8,949 | $894K | 0.0% | -35.3% | 0.013% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 36,273 | $3.63M | 0.0% | +24.3% | 0.051% | |
| 2/19/2026 | Corient Private Wealth LLC | 862,645 | $86.21M | 0.0% | -1.8% | 1.208% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 2,369 | $237K | 0.0% | -43.3% | 0.003% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 16,197 | $1.62M | 0.0% | +43.6% | 0.023% | |
| 2/18/2026 | NewEdge Advisors LLC | 163,676 | $16.36M | 0.1% | -49.4% | 0.229% | |
| 2/18/2026 | Cahill Financial Advisors Inc. | 45,923 | $4.59M | 0.4% | +9.4% | 0.064% | |
| 2/18/2026 | Asset One Wealth Management LLC | 5,755 | $575K | 0.1% | N/A | 0.008% | |
| 2/18/2026 | Brooks Moore & Associates Inc. | 24,840 | $2.48M | 1.2% | +8.0% | 0.035% | |
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| 2/17/2026 | Redwood Park Advisors LLC | 491,082 | $49.08M | 33.4% | -0.8% | 0.688% | |
| 2/17/2026 | Synergy Financial Group LTD | 4,372 | $437K | 0.3% | +21.5% | 0.006% | |
| 2/17/2026 | AQR Capital Management LLC | 39,812 | $3.98M | 0.0% | N/A | 0.056% | |
| 2/17/2026 | Cetera Investment Advisers | 214,999 | $21.49M | 0.0% | +41.4% | 0.301% | |
| 2/17/2026 | Hilltop Holdings Inc. | 7,599 | $759K | 0.0% | +28.6% | 0.011% | |
| 2/17/2026 | Equitable Holdings Inc. | 80,308 | $8.03M | 0.1% | -7.8% | 0.112% | |
| 2/17/2026 | Kovack Advisors Inc. | 24,332 | $2.43M | 0.1% | N/A | 0.034% | |
| 2/17/2026 | Osaic Holdings Inc. | 145,623 | $14.56M | 0.0% | -23.1% | 0.204% | |
| 2/17/2026 | Advisory Services Network LLC | 6,214 | $621K | 0.0% | +13.5% | 0.009% | |
| 2/17/2026 | Private Advisor Group LLC | 206,600 | $20.65M | 0.1% | +2.4% | 0.289% | |