| 5/28/2025 | Ellsworth Advisors LLC | 31,342 | $1.82M | 0.5% | N/A | 0.021% | |
| 5/16/2025 | Zurich Insurance Group Ltd FI | 27,200 | $1.58M | 0.0% | N/A | 0.018% | |
| 5/16/2025 | McIlrath & Eck LLC | 3,429 | $199K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 6,523,354 | $378.75M | 0.1% | -3.1% | 4.273% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,978,209 | $172.92M | 0.4% | +14.2% | 1.951% | |
| 5/16/2025 | Advisors Asset Management Inc. | 49,523 | $2.88M | 0.1% | +3.4% | 0.032% | |
| 5/15/2025 | Cooperman Leon G | 285,000 | $16.55M | 0.7% | N/A | 0.187% | |
| 5/15/2025 | EP Wealth Advisors LLC | 8,590 | $499K | 0.0% | +2.2% | 0.006% | |
| 5/15/2025 | Royal Bank of Canada | 159,128 | $9.24M | 0.0% | +6.4% | 0.104% | |
| 5/15/2025 | Energy Income Partners LLC | 1,810,296 | $105.11M | 2.0% | +2.6% | 1.186% | |
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| 5/15/2025 | Cascade Investment Group Inc. | 25,475 | $1.48M | 1.1% | -2.3% | 0.017% | |
| 5/14/2025 | Virtus Advisers LLC | 4,380 | $254K | 0.3% | N/A | 0.003% | |
| 5/14/2025 | Jump Financial LLC | 5,380 | $312K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,040 | $118K | 0.0% | +110.1% | 0.001% | |
| 5/14/2025 | Kestra Advisory Services LLC | 65,136 | $3.78M | 0.0% | -2.5% | 0.043% | |
| 5/14/2025 | Tortoise Capital Advisors L.L.C. | 1,213,616 | $70.46M | 0.9% | -5.2% | 0.795% | |
| 5/14/2025 | CW Advisors LLC | 19,618 | $1.13M | 0.0% | N/A | 0.013% | |
| 5/14/2025 | Summit Financial LLC | 93,180 | $5.41M | 0.2% | +21.9% | 0.061% | |
| 5/13/2025 | Ethos Financial Group LLC | 7,777 | $452K | 0.0% | N/A | 0.005% | |
| 5/13/2025 | Raymond James Financial Inc. | 346,963 | $20.15M | 0.0% | +0.6% | 0.227% | |
| 5/13/2025 | Cresset Asset Management LLC | 4,109 | $239K | 0.0% | -63.0% | 0.003% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 11,798 | $685K | 0.0% | -19.2% | 0.008% | |
| 5/13/2025 | Neuberger Berman Group LLC | 644,512 | $37.42M | 0.0% | +29.4% | 0.422% | |
| 5/13/2025 | Finer Wealth Management Inc. | 32,083 | $1.86M | 1.1% | +3.4% | 0.021% | |
| 5/12/2025 | Independent Advisor Alliance | 8,148 | $473K | 0.0% | +8.6% | 0.005% | |
| 5/12/2025 | Barnett & Company Inc. | 42,333 | $2.46M | 2.1% | -15.6% | 0.028% | |
| 5/12/2025 | Invesco Ltd. | 9,165,717 | $532.16M | 0.1% | +3.3% | 6.005% | |
| 5/12/2025 | Townsquare Capital LLC | 4,512 | $262K | 0.0% | +15.8% | 0.003% | |
| 5/12/2025 | NBW Capital LLC | 74,578 | $4.33M | 1.0% | N/A | 0.049% | |
| 5/9/2025 | Westwood Holdings Group Inc. | 25,596 | $1.49M | 0.0% | -23.4% | 0.017% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 4,462 | $259K | 0.0% | -10.3% | 0.003% | |
| 5/9/2025 | IPG Investment Advisors LLC | 3,760 | $218K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | ING Groep NV | 276,000 | $16.03M | 0.1% | -46.3% | 0.181% | |
| 5/9/2025 | Delta Financial Group Inc. | 9,094 | $518K | 0.1% | N/A | 0.006% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 17,624 | $1.02M | 0.0% | -26.8% | 0.012% | |
| 5/8/2025 | Moors & Cabot Inc. | 15,424 | $896K | 0.0% | +8.4% | 0.010% | |
| 5/8/2025 | US Bancorp DE | 21,619 | $1.26M | 0.0% | -2.7% | 0.014% | |
| 5/7/2025 | Sheaff Brock Investment Advisors LLC | 4,376 | $254K | 0.0% | N/A | 0.003% | |
| 5/7/2025 | LPL Financial LLC | 184,925 | $10.74M | 0.0% | +3.9% | 0.121% | |
| 5/7/2025 | Texas Yale Capital Corp. | 81,476 | $4.73M | 0.2% | +16.3% | 0.053% | |
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| 5/6/2025 | Avantax Advisory Services Inc. | 12,912 | $750K | 0.0% | +6.7% | 0.008% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 12,289 | $713K | 0.0% | -1.8% | 0.008% | |
| 5/6/2025 | Wedbush Securities Inc. | 10,451 | $607K | 0.0% | -10.5% | 0.007% | |
| 5/6/2025 | Summit Wealth Partners LLC | 3,716 | $216K | 0.0% | N/A | 0.002% | |
| 5/6/2025 | Retirement Income Solutions Inc | 3,500 | $203K | 0.0% | N/A | 0.002% | |
| 5/5/2025 | HighPoint Advisor Group LLC | 4,534 | $268K | 0.0% | -18.1% | 0.003% | |
| 5/5/2025 | Allianz Asset Management GmbH | 304,500 | $17.68M | 0.0% | +59.5% | 0.199% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 70,258 | $4.08M | 0.1% | +785.1% | 0.046% | |
| 5/5/2025 | IFP Advisors Inc | 2,865 | $166K | 0.0% | +17.1% | 0.002% | |
| 5/5/2025 | Private Advisor Group LLC | 36,551 | $2.12M | 0.0% | -30.1% | 0.024% | |
| 5/2/2025 | Apollon Wealth Management LLC | 39,062 | $2.27M | 0.0% | -0.9% | 0.026% | |
| 5/2/2025 | Sigma Planning Corp | 18,301 | $1.06M | 0.0% | +1.7% | 0.012% | |
| 5/1/2025 | ELCO Management Co. LLC | 26,090 | $1.52M | 0.8% | -25.0% | 0.017% | |
| 5/1/2025 | Stephens Inc. AR | 7,616 | $442K | 0.0% | N/A | 0.005% | |
| 4/30/2025 | Alps Advisors Inc. | 23,132,625 | $1.34B | 7.8% | +12.3% | 15.154% | |
| 4/30/2025 | Allworth Financial LP | 925 | $54K | 0.0% | -46.3% | 0.001% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 9,640 | $560K | 0.0% | +7.4% | 0.006% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 3,512 | $204K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 9,267 | $538K | 0.0% | N/A | 0.006% | |
| 4/29/2025 | Financial Counselors Inc. | 7,595 | $441K | 0.0% | -18.8% | 0.005% | |
| 4/29/2025 | Capital Advisors Inc. OK | 7,224 | $419K | 0.0% | -11.8% | 0.005% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 32,603 | $1.89M | 0.0% | +6.0% | 0.021% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 4,122 | $239K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | Bank of New York Mellon Corp | 4,278 | $248K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | World Investment Advisors | 4,800 | $279K | 0.0% | N/A | 0.003% | |
| 4/28/2025 | Miller Howard Investments Inc. NY | 687,244 | $39.90M | 1.3% | +15.5% | 0.450% | |
| 4/28/2025 | Kanawha Capital Management LLC | 3,800 | $221K | 0.0% | N/A | 0.002% | |
| 4/28/2025 | DAVENPORT & Co LLC | 3,750 | $218K | 0.0% | N/A | 0.002% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 25,805 | $1.50M | 0.2% | N/A | 0.017% | |
| 4/23/2025 | International Assets Investment Management LLC | 11,252 | $653K | 0.0% | +1.9% | 0.007% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 7,365 | $428K | 0.0% | +7.3% | 0.005% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 6,884 | $400K | 0.0% | +51.9% | 0.005% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 3,510 | $204K | 0.0% | N/A | 0.002% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 25,232 | $1.47M | 0.0% | +4.7% | 0.017% | |
| 4/21/2025 | United Advisor Group LLC | 7,479 | $434K | 0.1% | +4.9% | 0.005% | |
| 4/21/2025 | Adams Asset Advisors LLC | 569,273 | $33.05M | 4.5% | -0.4% | 0.373% | |
| 4/17/2025 | Inscription Capital LLC | 5,475 | $330K | 0.1% | N/A | 0.004% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 14,447 | $839K | 0.0% | +7.8% | 0.009% | |
| 4/17/2025 | M.E. Allison & CO. Inc. | 11,745 | $682K | 0.7% | +11.4% | 0.008% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 118,433 | $6.88M | 0.1% | -0.5% | 0.078% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 5,262 | $306K | 0.0% | +5.6% | 0.003% | |
| 4/15/2025 | Focus Financial Network Inc. | 17,353 | $1.01M | 0.0% | +4.8% | 0.011% | |
| 4/15/2025 | Dividend Assets Capital LLC | 25,378 | $1.47M | 0.3% | -12.3% | 0.017% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 10,007 | $581K | 0.0% | -2.4% | 0.007% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 4,995 | $290K | 0.0% | -6.3% | 0.003% | |
| 4/10/2025 | Wealth Alliance Advisory Group LLC | 3,654 | $212K | 0.0% | N/A | 0.002% | |
| 4/9/2025 | Chickasaw Capital Management LLC | 138,000 | $8.01M | 0.3% | +79.2% | 0.090% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,983 | $256K | 0.0% | +13.5% | 0.003% | |
| 2/24/2025 | United Advisor Group LLC | 7,128 | $367K | 0.1% | -16.8% | 0.005% | |
| 2/17/2025 | Tidal Investments LLC | 7,148 | $368K | 0.0% | -5.9% | 0.005% | |
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| 2/17/2025 | State of Wyoming | 1,985 | $102K | 0.0% | N/A | 0.001% | |
| 2/17/2025 | Recurrent Investment Advisors LLC | 888,862 | $45.72M | 4.2% | +2.9% | 0.583% | |
| 2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,608,701 | $134.19M | 0.3% | +5.2% | 1.712% | |
| 2/17/2025 | EP Wealth Advisors LLC | 8,404 | $432K | 0.0% | -39.9% | 0.006% | |
| 2/17/2025 | CoreCap Advisors LLC | 925 | $48K | 0.0% | -97.8% | 0.001% | |
| 2/17/2025 | Cresset Asset Management LLC | 11,097 | $571K | 0.0% | +58.8% | 0.007% | |
| 2/17/2025 | Cetera Investment Advisers | 33,599 | $1.73M | 0.0% | +2.8% | 0.022% | |
| 2/17/2025 | Blackstone Inc. | 1,349,652 | $69.43M | 0.3% | -5.6% | 0.886% | |
| 2/17/2025 | Baird Financial Group Inc. | 16,302 | $839K | 0.0% | -9.4% | 0.011% | |
| 2/17/2025 | Bank of America Corp DE | 251,562 | $12.94M | 0.0% | -38.7% | 0.165% | |
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