| 4/24/2025 | Decker Retirement Planning Inc. | 214 | $25K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | TFC Financial Management Inc. | 515 | $60K | 0.0% | N/A | 0.001% | |
| 4/24/2025 | Tanager Wealth Management LLP | 53,522 | $6.19M | 0.8% | -24.3% | 0.077% | |
| 4/24/2025 | Falcon Wealth Planning | 20,954 | $2.42M | 0.3% | -20.5% | 0.030% | |
| 4/24/2025 | PDS Planning Inc | 14,182 | $1.64M | 0.1% | -2.1% | 0.020% | |
| 4/24/2025 | Family CFO Inc | 85,712 | $9.91M | 5.4% | -2.3% | 0.124% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 26,617 | $3.08M | 0.2% | -7.0% | 0.038% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 152,187 | $17.59M | 0.1% | -35.6% | 0.219% | |
| 4/23/2025 | Pure Financial Advisors LLC | 9,657 | $1.12M | 0.0% | -14.3% | 0.014% | |
| 4/23/2025 | SOL Capital Management CO | 10,468 | $1.21M | 0.1% | -20.0% | 0.015% | |
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| 4/23/2025 | HBK Sorce Advisory LLC | 3,639 | $421K | 0.0% | -34.4% | 0.005% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 12,926 | $1.49M | 0.7% | -2.7% | 0.019% | |
| 4/23/2025 | Golden State Wealth Management LLC | 906 | $105K | 0.0% | +100.0% | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 2,875,560 | $332.42M | 0.6% | +2.3% | 4.145% | |
| 4/23/2025 | Sage Financial Management Group Inc. | 42,744 | $4.94M | 1.8% | +5.1% | 0.062% | |
| 4/23/2025 | Strategic Investment Advisors MI | 27,581 | $3.19M | 0.3% | +8.2% | 0.040% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 4,033 | $466K | 0.2% | +36,563.6% | 0.006% | |
| 4/23/2025 | Symmetry Partners LLC | 57,206 | $6.61M | 0.9% | -32.4% | 0.082% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 14,523 | $1.68M | 0.1% | -13.1% | 0.021% | |
| 4/23/2025 | Foundation Wealth Management LLC PA | 24,272 | $2.81M | 1.3% | +3.3% | 0.035% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 26,041 | $3.01M | 0.6% | -3.0% | 0.038% | |
| 4/23/2025 | Valmark Advisers Inc. | 70,402 | $8.14M | 0.1% | +13.9% | 0.101% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 9,652 | $1.12M | 0.0% | +2.0% | 0.014% | |
| 4/23/2025 | Continuum Advisory LLC | 5,980 | $691K | 0.1% | -2.8% | 0.009% | |
| 4/22/2025 | Encompass Wealth Advisors LLC | 6,631 | $767K | 0.3% | +3.2% | 0.010% | |
| 4/22/2025 | Duncker Streett & Co. Inc. | 2,128 | $246K | 0.0% | -44.5% | 0.003% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 3,495 | $404K | 0.3% | -4.1% | 0.005% | |
| 4/22/2025 | Flower City Capital | 39,992 | $4.62M | 3.0% | +5.4% | 0.058% | |
| 4/22/2025 | Integrity Wealth Solutions LLC | 20,504 | $2.37M | 1.3% | -2.0% | 0.030% | |
| 4/22/2025 | Atmos Advisory LLC | 52,226 | $6.04M | 4.1% | +7.0% | 0.075% | |
| 4/22/2025 | Center for Financial Planning Inc. | 10,921 | $1.26M | 0.2% | +8.8% | 0.016% | |
| 4/22/2025 | Center For Asset Management LLC | 2,792 | $323K | 0.2% | +51.6% | 0.004% | |
| 4/22/2025 | Compass Ion Advisors LLC | 15,756 | $1.82M | 0.2% | -9.3% | 0.023% | |
| 4/21/2025 | Sincerus Advisory LLC | 14,119 | $1.63M | 1.7% | +3.1% | 0.020% | |
| 4/21/2025 | Avior Wealth Management LLC | 47,035 | $5.44M | 0.2% | -0.7% | 0.068% | |
| 4/21/2025 | Cherry Tree Wealth Management LLC | 12,260 | $1.42M | 0.3% | -1.4% | 0.018% | |
| 4/21/2025 | Colony Family Offices LLC | 42,664 | $4.93M | 1.5% | +0.7% | 0.062% | |
| 4/21/2025 | GFS Advisors LLC | 30,873 | $3.57M | 0.7% | +13.5% | 0.045% | |
| 4/21/2025 | ORG Wealth Partners LLC | 2,838 | $329K | 0.1% | +5.2% | 0.004% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,156 | $943K | 0.0% | -19.7% | 0.012% | |
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| 4/21/2025 | Institute for Wealth Management LLC. | 8,463 | $978K | 0.1% | +173.3% | 0.012% | |
| 4/21/2025 | Aspiriant LLC | 112,541 | $13.01M | 0.5% | +3.9% | 0.162% | |
| 4/21/2025 | Newton One Investments LLC | 22,936 | $2.65M | 0.9% | +10.0% | 0.033% | |
| 4/18/2025 | Cushing Capital Partners LLC | 12,711 | $1.47M | 1.3% | +4.2% | 0.018% | |
| 4/18/2025 | Colorado Capital Management Inc. | 11,613 | $1.34M | 0.6% | -11.2% | 0.016% | |
| 4/18/2025 | CENTRAL TRUST Co | 1,560 | $180K | 0.0% | -12.0% | 0.002% | |
| 4/18/2025 | Halbert Hargrove Global Advisors LLC | 7,746 | $895K | 0.1% | -9.8% | 0.011% | |
| 4/17/2025 | Sowell Financial Services LLC | 3,075 | $355K | 0.0% | N/A | 0.004% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 177,327 | $20.50M | 0.1% | +2.1% | 0.247% | |
| 4/17/2025 | Cornerstone Wealth Advisors Inc. | 25,875 | $2.99M | 0.8% | +0.5% | 0.036% | |
| 4/17/2025 | Mission Wealth Management LP | 18,438 | $2.13M | 0.1% | -1.8% | 0.026% | |
| 4/17/2025 | Columbus Macro LLC | 52,551 | $6.08M | 0.8% | +1.6% | 0.073% | |
| 4/17/2025 | Life Planning Partners Inc | 11,137 | $1.29M | 1.2% | -1.6% | 0.016% | |
| 4/17/2025 | Newport Capital Group LLC | 1,822 | $211K | 0.2% | -6.2% | 0.003% | |
| 4/16/2025 | IAG Wealth Partners LLC | 5,670 | $655K | 0.1% | +1.8% | 0.008% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,640 | $2.85M | 0.0% | -22.9% | 0.034% | |
| 4/16/2025 | Noble Family Wealth LLC | 27,687 | $3.20M | 0.9% | +14.6% | 0.039% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 8,689 | $1.00M | 0.2% | -1.4% | 0.012% | |
| 4/16/2025 | RTD Financial Advisors Inc. | 68,673 | $7.94M | 1.1% | -0.9% | 0.096% | |
| 4/16/2025 | CVA Family Office LLC | 1,980 | $229K | 0.0% | -12.8% | 0.003% | |
| 4/16/2025 | Everhart Financial Group Inc. | 12,795 | $1.48M | 0.2% | +54.4% | 0.018% | |
| 4/16/2025 | Paragon Capital Management Ltd | 11,564 | $1.34M | 0.3% | +8.4% | 0.016% | |
| 4/16/2025 | Patriot Investment Management Group Inc. | 19,127 | $2.21M | 0.2% | -1.4% | 0.027% | |
| 4/16/2025 | Liberty Capital Management Inc. | 5,284 | $611K | 0.1% | +4.7% | 0.007% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 368 | $43K | 0.0% | -35.6% | 0.001% | |
| 4/15/2025 | Zhang Financial LLC | 13,755 | $1.59M | 0.1% | +2.6% | 0.019% | |
| 4/15/2025 | Fiduciary Advisors Inc. | 23,583 | $2.73M | 2.7% | +4.0% | 0.033% | |
| 4/15/2025 | Charis Legacy Partners LLC | 3,316 | $383K | 0.7% | N/A | 0.005% | |
| 4/15/2025 | USA Financial Formulas | 1,838 | $212K | 0.0% | +32.2% | 0.003% | |
| 4/15/2025 | Simplicity Wealth LLC | 14,370 | $1.66M | 0.1% | +28.7% | 0.020% | |
| 4/14/2025 | 25 LLC | 201,100 | $23.25M | 9.6% | +6.2% | 0.280% | |
| 4/14/2025 | Capital Investment Advisors LLC | 2,056 | $238K | 0.0% | -20.4% | 0.003% | |
| 4/14/2025 | Pillar Financial Advisors LLC | 1,209 | $140K | 0.1% | -7.6% | 0.002% | |
| 4/14/2025 | Park Avenue Securities LLC | 18,403 | $2.13M | 0.0% | +7.0% | 0.026% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 3,313 | $383K | 0.0% | -10.3% | 0.005% | |
| 4/14/2025 | Lpwm LLC | 26,771 | $3.10M | 1.0% | +3.0% | 0.037% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 18,288 | $2.11M | 1.5% | +48.4% | 0.025% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 60,721 | $7.02M | 2.0% | +6.7% | 0.085% | |
| 4/14/2025 | UMB Bank n.a. | 2,097 | $242K | 0.0% | +26.9% | 0.003% | |
| 4/14/2025 | Wedmont Private Capital | 177,367 | $20.05M | 1.0% | +8.8% | 0.247% | |
| 4/11/2025 | Intergy Private Wealth LLC | 13,053 | $1.51M | 0.6% | -1.4% | 0.018% | |
| 4/11/2025 | Congress Asset Management Co. | 13,533 | $1.56M | 0.0% | -6.4% | 0.019% | |
| 4/10/2025 | Breakwater Capital Group | 4,985 | $576K | 0.1% | -11.3% | 0.007% | |
| 4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 689 | $80K | 0.0% | +464.8% | 0.001% | |
| 4/10/2025 | Eclectic Associates Inc. ADV | 25,731 | $2.98M | 0.8% | +7.0% | 0.036% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 51,367 | $5.94M | 2.8% | +4.1% | 0.072% | |
| 4/10/2025 | Naples Global Advisors LLC | 8,670 | $1.00M | 0.1% | +3.6% | 0.012% | |
| 4/10/2025 | McGrath & Associates Inc. | 1,776 | $205K | 0.4% | N/A | 0.002% | |
| 4/10/2025 | Richard P Slaughter Associates Inc | 3,397 | $393K | 0.1% | -91.2% | 0.005% | |
| 4/10/2025 | Apella Capital LLC | 218,001 | $24.20M | 0.8% | -19.2% | 0.304% | |
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| 4/10/2025 | Level Financial Advisors | 17,974 | $2.08M | 0.7% | -6.7% | 0.025% | |
| 4/10/2025 | Presilium Private Wealth LLC | 65,494 | $7.57M | 1.7% | +7.4% | 0.091% | |
| 4/9/2025 | McLean Asset Management Corp | 10,848 | $1.25M | 0.4% | -29.8% | 0.015% | |
| 4/9/2025 | Merit Financial Group LLC | 4,745 | $549K | 0.0% | -6.0% | 0.007% | |
| 4/9/2025 | Elevation Wealth Partners LLC | 247 | $29K | 0.0% | -50.1% | 0.000% | |
| 4/9/2025 | Moller Wealth Partners | 36,308 | $4.20M | 1.0% | +13.8% | 0.051% | |
| 4/9/2025 | JGP Wealth Management LLC | 3,078 | $356K | 0.0% | -96.0% | 0.004% | |
| 4/9/2025 | 180 Wealth Advisors LLC | 2,178 | $252K | 0.0% | +17.2% | 0.003% | |
| 4/8/2025 | Aletheian Wealth Advisors LLC | 30,114 | $3.48M | 2.0% | +8.4% | 0.042% | |
| 4/8/2025 | Boston Standard Wealth Management LLC | 36,724 | $4.32M | 0.9% | -13.9% | 0.051% | |
