| 8/4/2020 | Atlas Private Wealth Management | 23,882 | $1.45M | 1.2% | -1.7% | 0.000% | |
| 8/4/2020 | Rowland Carmichael Advisors Inc. ADV | 12,893 | $0.78M | 0.3% | N/A | 0.000% | |
| 8/4/2020 | Cresset Asset Management LLC | 127,253 | $7.72M | 0.2% | N/A | 0.000% | |
| 8/3/2020 | Strategic Wealth Advisors Group LLC | 703,596 | $42.93M | 4.0% | +9.3% | 0.000% | |
| 8/3/2020 | RFG Advisory LLC | 31,130 | $1.89M | 0.3% | -18.4% | 0.000% | |
| 8/3/2020 | Vicus Capital | 64,942 | $3.94M | 0.6% | +3.9% | 0.000% | |
| 8/3/2020 | Empire Life Investments Inc. | 35,415 | $2.15M | 0.2% | +33.1% | 0.000% | |
| 8/3/2020 | Regal Investment Advisors LLC | 153,846 | $9.33M | 1.7% | N/A | 0.000% | |
| 8/3/2020 | Edge Wealth Management LLC | 27,216 | $1.65M | 0.3% | -30.0% | 0.000% | |
| 8/3/2020 | North American Management Corp | 324,754 | $19.69M | 3.2% | -1.2% | 0.000% | |
|
| 8/3/2020 | WJ Wealth Management LLC | 182,064 | $11.04M | 7.7% | +478.6% | 0.000% | |
| 8/3/2020 | Mission Wealth Management LP | 4,033 | $0.25M | 0.0% | N/A | 0.000% | |
| 8/3/2020 | Riversedge Advisors LLC | 9,401 | $0.57M | 0.3% | +57.9% | 0.000% | |
| 8/3/2020 | Buckingham Asset Management LLC | 4,635 | $0.28M | 0.0% | -50.0% | 0.000% | |
| 8/3/2020 | StrategIQ Financial Group LLC | 22,445 | $1.36M | 0.4% | -16.6% | 0.000% | |
| 8/3/2020 | Arcus Capital Partners LLC | 173,240 | $10.50M | 2.9% | -0.1% | 0.000% | |
| 8/3/2020 | Jaffetilchin Investment Partners LLC | 4,768 | $0.29M | 0.1% | -65.0% | 0.000% | |
| 8/3/2020 | New England Investment & Retirement Group Inc. | 383,492 | $23.25M | 5.8% | -7.0% | 0.000% | |
| 8/3/2020 | Personal CFO Solutions LLC | 3,497 | $0.21M | 0.1% | N/A | 0.000% | |
| 8/3/2020 | Quest Capital Management Inc. ADV | 694,735 | $42.12M | 12.6% | +0.3% | 0.000% | |
| 8/3/2020 | Capital Wealth Alliance LLC | 5,860 | $0.36M | 0.4% | N/A | 0.000% | |
| 8/3/2020 | Lionsbridge Wealth Management LLC | 42,660 | $2.59M | 2.9% | +0.7% | 0.000% | |
| 8/3/2020 | Bernardo Wealth Planning LLC | 119,610 | $7.25M | 3.9% | +58.0% | 0.000% | |
| 7/31/2020 | National Asset Management Inc. | 226,368 | $13.73M | 0.9% | -10.6% | 0.000% | |
| 7/31/2020 | Comerica Bank | 519,209 | $33.03M | 0.3% | -7.0% | 0.000% | |
| 7/31/2020 | Jaffetilchin Investment Partners LLC | 833 | $29K | 0.1% | -93.9% | 0.000% | |
| 7/31/2020 | Wilbanks Smith & Thomas Asset Management LLC | 6,826 | $0.41M | 0.0% | -96.6% | 0.000% | |
| 7/31/2020 | Private Wealth Group LLC | 8,381 | $0.51M | 0.4% | +25.2% | 0.000% | |
| 7/31/2020 | Hengehold Capital Management LLC | 255,159 | $15.47M | 2.7% | +6.7% | 0.000% | |
| 7/31/2020 | Lincoln National Corp | 273,518 | $16.58M | 0.5% | +3.9% | 0.000% | |
| 7/31/2020 | Vivid Financial Management Inc. | 59,075 | $3.58M | 2.2% | +510.5% | 0.000% | |
| 7/31/2020 | Ieq Capital LLC | 12,030 | $0.73M | 0.0% | -35.7% | 0.000% | |
| 7/31/2020 | Sigma Planning Corp | 831,900 | $50.44M | 2.2% | +1.4% | 0.000% | |
| 7/31/2020 | Core Wealth Advisors Inc. | 27,873 | $1.69M | 1.5% | -73.3% | 0.000% | |
| 7/31/2020 | Milestone Advisory Partners | 146,369 | $8.87M | 5.2% | +173.2% | 0.000% | |
| 7/31/2020 | Kerntke Otto McGlone Wealth Management Group | 30,856 | $1.87M | 1.7% | +9.2% | 0.000% | |
| 7/31/2020 | Moloney Securities Asset Management LLC | 48,985 | $2.97M | 0.9% | +15.3% | 0.000% | |
| 7/31/2020 | Flagship Harbor Advisors LLC | 101,532 | $6.16M | 0.9% | +7.3% | 0.000% | |
| 7/31/2020 | Tillar Wenstrup Advisors LLC | 180,875 | $10.97M | 6.6% | -5.1% | 0.000% | |
| 7/31/2020 | Barber Financial Group Inc. | 94,301 | $5.72M | 1.4% | +10.1% | 0.000% | |
| 7/31/2020 | Great Valley Advisor Group Inc. | 97,248 | $5.90M | 1.0% | +3.2% | 0.000% | |
| 7/31/2020 | PAX Financial Group LLC | 68,569 | $4.16M | 1.6% | +7.1% | 0.000% | |
| 7/31/2020 | Insight Wealth Strategies LLC | 268,023 | $16.25M | 3.6% | +15.9% | 0.000% | |
| 7/31/2020 | UBS Group AG | 8,900,537 | $539.64M | 0.2% | -7.6% | 0.000% | |
| 7/31/2020 | First Horizon Advisors Inc. | 72,942 | $4.42M | 0.3% | +9.2% | 0.000% | |
| 7/31/2020 | Managed Account Services Inc. | 3,586 | $0.23M | 0.1% | -19.1% | 0.000% | |
| 7/31/2020 | Mirsky Financial Management CORP. | 62,772 | $3.81M | 2.3% | +1,174.0% | 0.000% | |
| 7/31/2020 | MONECO Advisors LLC | 148,010 | $8.97M | 7.0% | +1.3% | 0.000% | |
| 7/31/2020 | Dowling & Yahnke LLC | 6,515 | $0.40M | 0.0% | N/A | 0.000% | |
| 7/30/2020 | Clearwater Capital Advisors LLC | 8,765 | $0.53M | 0.1% | -46.7% | 0.000% | |
| 7/30/2020 | Park Avenue Securities LLC | 643,409 | $39.01M | 1.5% | -32.4% | 0.000% | |
| 7/30/2020 | Integrated Wealth Concepts LLC | 608,983 | $36.92M | 2.7% | +15.5% | 0.000% | |
| 7/30/2020 | Signaturefd LLC | 3,094,132 | $187.60M | 11.3% | -25.1% | 0.000% | |
| 7/30/2020 | Magnolia Capital Advisors LLC | 30,385 | $1.84M | 2.4% | +0.7% | 0.000% | |
| 7/30/2020 | Brinker Capital Inc. | 68,857 | $4.18M | 0.1% | +3.1% | 0.000% | |
| 7/30/2020 | Institute for Wealth Management LLC. | 11,895 | $0.72M | 0.2% | -8.3% | 0.000% | |
| 7/30/2020 | Essex Savings Bank | 4,262 | $0.26M | 0.2% | -37.1% | 0.000% | |
| 7/30/2020 | Community Bank N.A. | 282,404 | $17.12M | 2.9% | -10.9% | 0.000% | |
| 7/30/2020 | Renaissance Investment Consultants Holding Company LLC | 28,190 | $1.78M | 1.9% | -68.1% | 0.000% | |
| 7/30/2020 | Single Point Partners LLC | 31,888 | $77K | 0.0% | N/A | 0.000% | |
| 7/30/2020 | StrongBox Wealth LLC | 61,743 | $3.74M | 3.4% | -1.1% | 0.000% | |
| 7/30/2020 | EFG Asset Management Americas Corp. | 20,840 | $1.26M | 0.3% | +28.1% | 0.000% | |
| 7/30/2020 | LifePlan Financial Group Inc | 45,375 | $2.75M | 1.3% | -11.9% | 0.000% | |
| 7/29/2020 | Schmidt P J Investment Management Inc. | 23,875 | $1.45M | 0.4% | +11.7% | 0.000% | |
| 7/29/2020 | Tompkins Financial Corp | 359,390 | $21.79M | 4.6% | +2.9% | 0.000% | |
| 7/29/2020 | Triton Wealth Management PLLC | 46,081 | $2.92M | 3.0% | -6.8% | 0.000% | |
| 7/29/2020 | Perigon Wealth Management LLC | 40,814 | $2.48M | 0.4% | +7.6% | 0.000% | |
| 7/29/2020 | M&T Bank Corp | 2,604,979 | $157.92M | 0.8% | -6.0% | 0.000% | |
| 7/29/2020 | Koshinski Asset Management Inc. | 5,129 | $0.31M | 0.1% | +27.3% | 0.000% | |
| 7/29/2020 | Carl P. Sherr & Co. LLC | 14,322 | $0.87M | 0.9% | -20.8% | 0.000% | |
| 7/29/2020 | Friedenthal Financial | 70,982 | $4.30M | 3.7% | -18.0% | 0.000% | |
| 7/29/2020 | Mattern Wealth Management LLC | 107,911 | $6.54M | 3.2% | -16.5% | 0.000% | |
| 7/29/2020 | Strategic Point Investment Advisors LLC | 605,760 | $38.11M | 12.5% | +3.2% | 0.000% | |
| 7/29/2020 | Mendel Money Management | 3,447 | $0.21M | 0.2% | N/A | 0.000% | |
| 7/29/2020 | Smart Money Group LLC | 227,364 | $13.79M | 8.2% | +11.3% | 0.000% | |
| 7/29/2020 | Hochman Cole Investment Advisors Inc. | 5,275 | $0.32M | 0.2% | N/A | 0.000% | |
| 7/29/2020 | SlateStone Wealth LLC | 6,142 | $0.37M | 0.1% | -10.9% | 0.000% | |
| 7/29/2020 | Black Diamond Financial LLC | 21,982 | $1.33M | 0.9% | -2.0% | 0.000% | |
| 7/29/2020 | Horst & Graben Wealth Management LLC | 22,644 | $1.37M | 0.6% | N/A | 0.000% | |
| 7/29/2020 | V Wealth Advisors LLC | 44,099 | $2.67M | 0.7% | -45.6% | 0.000% | |
| 7/29/2020 | Tranquility Partners LLC | 10,604 | $0.64M | 0.6% | -13.8% | 0.000% | |
| 7/29/2020 | Shine Investment Advisory Services Inc. | 701 | $43K | 0.0% | -87.9% | 0.000% | |
| 7/29/2020 | GWM Advisors LLC | 315,589 | $19.13M | 0.7% | -9.0% | 0.000% | |
| 7/29/2020 | Mizuho Trust & Banking Co. Ltd. | 40,000 | $2.43M | 1.5% | +100.0% | 0.000% | |
| 7/29/2020 | Weatherly Asset Management L. P. | 5,027 | $0.31M | 0.1% | -5.8% | 0.000% | |
| 7/29/2020 | Trustcore Financial Services LLC | 360,957 | $21.89M | 3.8% | -15.1% | 0.000% | |
| 7/29/2020 | Aevitas Wealth Management Inc. | 3,673 | $0.22M | 0.2% | N/A | 0.000% | |
| 7/29/2020 | Centric Wealth Management | 21,180 | $1.28M | 0.7% | -6.1% | 0.000% | |
| 7/28/2020 | Bouchey Financial Group Ltd | 490,068 | $29.71M | 6.3% | +5.3% | 0.000% | |
| 7/28/2020 | Stratos Wealth Advisors LLC | 21,616 | $1.31M | 0.4% | +41.1% | 0.000% | |
| 7/28/2020 | Pinnacle Financial Partners Inc. | 5,302 | $0.32M | 0.0% | -94.2% | 0.000% | |
| 7/28/2020 | Stratos Wealth Partners LTD. | 372,376 | $22.58M | 0.8% | -39.8% | 0.000% | |
| 7/28/2020 | Raymond James & Associates | 26,570,961 | $1.61B | 2.2% | +18.0% | 0.000% | |
| 7/28/2020 | Lenox Wealth Management Inc. | 730 | $44K | 0.0% | -33.1% | 0.000% | |
| 7/27/2020 | Level Four Advisory Services LLC | 52,940 | $3.21M | 8.1% | -92.1% | 0.000% | |
| 7/27/2020 | Arkansas Financial Group Inc. | 95,565 | $5.79M | 1.8% | +6.8% | 0.000% | |
| 7/27/2020 | Certified Advisory Corp | 173,502 | $10.52M | 3.5% | +12.7% | 0.000% | |
| 7/27/2020 | Aurora Private Wealth Inc. | 12,543 | $0.76M | 0.3% | -44.2% | 0.000% | |
| 7/27/2020 | Cornerstone Wealth Group LLC | 52,087 | $3.16M | 0.8% | +58.8% | 0.000% | |
| 7/27/2020 | Executive Wealth Management LLC | 745,494 | $45.20M | 6.8% | +18.3% | 0.000% | |
