| 5/1/2025 | Turtle Creek Wealth Advisors LLC | 11,849 | $634K | 0.1% | N/A | 0.001% | |
| 5/1/2025 | ELCO Management Co. LLC | 86,818 | $4.65M | 2.6% | -8.8% | 0.008% | |
| 5/1/2025 | Oxbow Advisors LLC | 402,606 | $21.55M | 2.3% | +1.0% | 0.039% | |
| 5/1/2025 | Stillwater Wealth Management Group | 4,500 | $241K | 0.2% | N/A | 0.000% | |
| 5/1/2025 | ARK & TLK Investments LLC | 4,129 | $221K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | Fortem Financial Group LLC | 27,877 | $1.49M | 0.6% | -0.8% | 0.003% | |
| 5/1/2025 | Applied Capital LLC FL | 17,570 | $940K | 0.7% | +101.4% | 0.002% | |
| 5/1/2025 | Austin Wealth Management LLC | 4,756 | $250K | 0.1% | N/A | 0.000% | |
| 4/30/2025 | Alps Advisors Inc. | 25,783,702 | $1.38B | 8.0% | -0.8% | 2.522% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 11,603 | $621K | 0.0% | +1.8% | 0.001% | |
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| 4/30/2025 | Rehmann Capital Advisory Group | 16,265 | $871K | 0.1% | -31.7% | 0.002% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 7,909 | $423K | 0.0% | +31.1% | 0.001% | |
| 4/30/2025 | M&T Bank Corp | 27,494 | $1.47M | 0.0% | -36.8% | 0.003% | |
| 4/30/2025 | 49 Wealth Management LLC | 8,985 | $481K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 37,983 | $2.03M | 0.0% | -24.6% | 0.004% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 12,157 | $651K | 0.0% | +2.2% | 0.001% | |
| 4/30/2025 | Brown Advisory Inc. | 78,219 | $4.19M | 0.0% | -18.9% | 0.008% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 35,565 | $1.90M | 0.2% | +2.9% | 0.003% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 5,772 | $309K | 0.1% | -15.6% | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 493,681 | $26.42M | 0.8% | +1.9% | 0.048% | |
| 4/29/2025 | Capital Advisors Inc. OK | 3,935 | $211K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 251,137 | $13.44M | 0.0% | -7.0% | 0.025% | |
| 4/29/2025 | Adell Harriman & Carpenter Inc. | 67,105 | $3.59M | 0.3% | +3.0% | 0.007% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 13,398 | $717K | 0.0% | +2.4% | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 17,533 | $938K | 0.0% | +24.8% | 0.002% | |
| 4/29/2025 | VELA Investment Management LLC | 36,120 | $1.93M | 0.6% | +11.9% | 0.004% | |
| 4/29/2025 | Brookstone Capital Management | 34,794 | $1.86M | 0.0% | +50.2% | 0.003% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 349,962 | $18.73M | 0.4% | +18.5% | 0.034% | |
| 4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 217,039 | $11.62M | 0.7% | +1.3% | 0.021% | |
| 4/29/2025 | Royal Harbor Partners LLC | 5,195 | $278K | 0.1% | -13.4% | 0.001% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 8,555 | $462K | 0.0% | +9.8% | 0.001% | |
| 4/29/2025 | Aviance Capital Partners LLC | 12,974 | $694K | 0.1% | +18.2% | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 27,157 | $1.45M | 0.0% | -2.5% | 0.003% | |
| 4/28/2025 | Mutual Advisors LLC | 10,869 | $571K | 0.0% | -12.0% | 0.001% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 18,646 | $998K | 0.2% | -8.7% | 0.002% | |
| 4/28/2025 | Private Trust Co. NA | 1,218 | $65K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Miller Howard Investments Inc. NY | 2,319,685 | $124.15M | 4.0% | -1.7% | 0.227% | |
| 4/28/2025 | Keybank National Association OH | 43,409 | $2.32M | 0.0% | -5.1% | 0.004% | |
| 4/28/2025 | Rossby Financial LCC | 621 | $33K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | DAVENPORT & Co LLC | 59,583 | $3.19M | 0.0% | -12.2% | 0.006% | |
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| 4/28/2025 | Summit Trail Advisors LLC | 3,912 | $209K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 900 | $48K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Wealthstar Advisors LLC | 13,001 | $696K | 0.3% | -4.7% | 0.001% | |
| 4/25/2025 | CFM Wealth Partners LLC | 42,876 | $2.30M | 0.4% | +13.1% | 0.004% | |
| 4/25/2025 | Colonial River Investments LLC | 11,603 | $621K | 0.3% | +1.8% | 0.001% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 88,143 | $4.72M | 0.5% | +38.6% | 0.009% | |
| 4/24/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 1,822,709 | $97.55M | 6.0% | +21.0% | 0.178% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 6,434 | $344K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,260 | $67K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 190,524 | $10.20M | 0.1% | -12.9% | 0.019% | |
| 4/23/2025 | Spire Wealth Management | 8,952 | $479K | 0.0% | +9.9% | 0.001% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 39,974 | $2.14M | 0.1% | +6.0% | 0.004% | |
| 4/23/2025 | Global Assets Advisory LLC | 4,650 | $230K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | International Assets Investment Management LLC | 9,644 | $516K | 0.0% | +32.6% | 0.001% | |
| 4/23/2025 | Balboa Wealth Partners | 3,821 | $204K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | C2C Wealth Management LLC | 20,121 | $1.08M | 1.0% | +9.2% | 0.002% | |
| 4/23/2025 | Legacy Advisors LLC | 4,775 | $256K | 0.0% | -19.1% | 0.000% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 33,665 | $1.80M | 0.3% | +5.5% | 0.003% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 27,960 | $1.50M | 0.0% | -85.1% | 0.003% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 33,272 | $1.78M | 0.0% | -1.7% | 0.003% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 700 | $37K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | TrueMark Investments LLC | 138,451 | $7.41M | 1.9% | +22.9% | 0.014% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 68,062 | $3.64M | 0.0% | +5.6% | 0.007% | |
| 4/22/2025 | Cherry Creek Investment Advisors Inc. | 14,743 | $789K | 0.4% | +1.8% | 0.001% | |
| 4/22/2025 | PFG Investments LLC | 37,799 | $2.02M | 0.1% | -1.8% | 0.004% | |
| 4/22/2025 | Segment Wealth Management LLC | 15,447 | $827K | 0.1% | N/A | 0.002% | |
| 4/21/2025 | Spirit of America Management Corp NY | 145,397 | $7.78M | 1.6% | -1.4% | 0.014% | |
| 4/21/2025 | ORG Partners LLC | 7,612 | $410K | 0.1% | +365.9% | 0.001% | |
| 4/21/2025 | Merrion Investment Management Co LLC | 11,525 | $617K | 0.4% | -5.7% | 0.001% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 8,555 | $462K | 0.0% | +9.8% | 0.001% | |
| 4/21/2025 | ORG Wealth Partners LLC | 6,850 | $368K | 0.1% | +27.1% | 0.001% | |
| 4/21/2025 | Adams Asset Advisors LLC | 195,760 | $10.48M | 1.4% | -5.3% | 0.019% | |
| 4/21/2025 | Greenup Street Wealth Management LLC | 56,619 | $3.03M | 0.6% | N/A | 0.006% | |
| 4/21/2025 | PSI Advisors LLC | 1,100 | $59K | 0.0% | +32.5% | 0.000% | |
| 4/21/2025 | CWA Asset Management Group LLC | 21,458 | $1.15M | 0.1% | +1.6% | 0.002% | |
| 4/18/2025 | Shepherd Financial Partners LLC | 3,746 | $200K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 8,393 | $449K | 0.0% | -27.2% | 0.001% | |
| 4/17/2025 | Kercheville Advisors LLC | 170,263 | $9.11M | 3.7% | +2.3% | 0.017% | |
| 4/17/2025 | Inscription Capital LLC | 27,625 | $1.48M | 0.2% | N/A | 0.003% | |
| 4/17/2025 | Sowell Financial Services LLC | 9,562 | $512K | 0.0% | -6.3% | 0.001% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 56,264 | $3.01M | 0.0% | +8.0% | 0.006% | |
| 4/17/2025 | Mission Wealth Management LP | 4,000 | $214K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 414,074 | $22.16M | 0.4% | -0.9% | 0.040% | |
| 4/16/2025 | Hennessy Advisors Inc. | 179,549 | $9.61M | 0.3% | +14.8% | 0.018% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 108,988 | $5.83M | 0.0% | +17.0% | 0.011% | |
| 4/16/2025 | Griffin Asset Management Inc. | 12,752 | $682K | 0.1% | +2.8% | 0.001% | |
| 4/16/2025 | F&V Capital Management LLC | 12,250 | $656K | 0.2% | +58.1% | 0.001% | |
| 4/16/2025 | GraniteShares Advisors LLC | 54,761 | $2.93M | 1.9% | +6.5% | 0.005% | |
| 4/16/2025 | Birch Capital Management LLC | 31,044 | $1.66M | 0.9% | +1.8% | 0.003% | |
| 4/16/2025 | Fort Washington Investment Advisors Inc. OH | 20,943 | $1.12M | 0.0% | -65.6% | 0.002% | |
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| 4/15/2025 | Capital Advisory Group Advisory Services LLC | 6,458 | $346K | 0.1% | N/A | 0.001% | |
| 4/15/2025 | Rowlandmiller & PARTNERS.ADV | 2,180 | $117K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 4,003 | $214K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | Dividend Assets Capital LLC | 72,161 | $3.86M | 0.7% | +1.0% | 0.007% | |
| 4/15/2025 | Sonora Investment Management Group LLC | 8,042 | $430K | 0.0% | +22.9% | 0.001% | |
| 4/14/2025 | Farther Finance Advisors LLC | 6,211 | $333K | 0.0% | +15.5% | 0.001% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 39,974 | $2.14M | 0.1% | +6.0% | 0.004% | |
| 4/14/2025 | Wesbanco Bank Inc. | 8,819 | $472K | 0.0% | +28.2% | 0.001% | |
| 4/14/2025 | Capital Investment Advisors LLC | 8,098 | $433K | 0.0% | +37.6% | 0.001% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 3,440 | $184K | 0.0% | -6.1% | 0.000% | |
