| 2/18/2020 | HM Payson & Co. | 1,164 | $80K | 0.0% | N/A | 0.005% | |
| 2/18/2020 | Colony Group LLC | 4,670 | $0.32M | 0.0% | +4.4% | 0.019% | |
| 2/17/2020 | Baird Financial Group Inc. | 26,563 | $1.83M | 0.0% | +172.4% | 0.107% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 231,849 | $15.91M | 0.1% | -4.4% | 0.931% | |
| 2/15/2020 | Tiedemann Advisors LLC | 8,482 | $0.58M | 0.0% | +14.7% | 0.034% | |
| 2/14/2020 | Captrust Financial Advisors | 3,562 | $0.25M | 0.0% | +381.4% | 0.014% | |
| 2/14/2020 | Jane Street Group LLC | 110,690 | $7.61M | 0.0% | N/A | 0.445% | |
| 2/14/2020 | Financial Architects Inc | 13,005 | $0.89M | 0.2% | +10.4% | 0.052% | |
| 2/14/2020 | Bank of America Corp DE | 3,150,305 | $216.55M | 0.0% | +132.9% | 12.652% | |
| 2/14/2020 | Goldman Sachs Group Inc. | 365,187 | $25.10M | 0.0% | +47.0% | 1.467% | |
| 2/14/2020 | UBS Group AG | 559,761 | $38.48M | 0.0% | +16.6% | 2.248% | |
| 2/13/2020 | Sullivan Bruyette Speros & Blaney LLC | 9,882 | $0.68M | 0.0% | +48.6% | 0.040% | |
| 2/13/2020 | Northwestern Mutual Wealth Management Co. | 80,758 | $5.55M | 0.0% | -1.0% | 0.324% | |
| 2/13/2020 | grace capital | 624 | $43K | 0.0% | N/A | 0.003% | |
| 2/13/2020 | Mercer Global Advisors Inc. ADV | 51,758 | $3.56M | 0.1% | +50.4% | 0.208% | |
| 2/13/2020 | Personal Capital Advisors Corp | 1,448,436 | $99.57M | 0.8% | +22.0% | 5.817% | |
| 2/13/2020 | Stifel Financial Corp | 27,987 | $1.92M | 0.0% | +1.1% | 0.112% | |
| 2/13/2020 | Thrivent Financial for Lutherans | 87,245 | $6M | 0.0% | +20.6% | 0.350% | |
| 2/13/2020 | Blair William & Co. IL | 229,219 | $15.76M | 0.1% | +0.4% | 0.921% | |
| 2/13/2020 | Global Trust Asset Management LLC | 12,595 | $0.87M | 0.5% | -4.4% | 0.051% | |
| 2/12/2020 | Pittenger & Anderson Inc. | 2,844 | $0.20M | 0.0% | +6.2% | 0.011% | |
| 2/12/2020 | Advisor Group Inc. | 9,734 | $0.67M | 0.0% | +70.7% | 0.040% | |
| 2/12/2020 | Raymond James & Associates | 24,452 | $1.68M | 0.0% | N/A | 0.100% | |
| 2/12/2020 | Raymond James Financial Services Advisors Inc. | 18,349 | $1.26M | 0.0% | +21.9% | 0.075% | |
| 2/12/2020 | Citigroup Inc. | 3,347 | $0.23M | 0.0% | +34.2% | 0.014% | |
| 2/12/2020 | Halbert Hargrove Global Advisors LLC | 17,151 | $1.18M | 0.3% | +61.9% | 0.070% | |
| 2/12/2020 | Retirement Capital Strategies | 3,849 | $0.27M | 0.1% | -58.4% | 0.016% | |
| 2/12/2020 | Wealthsource Partners LLC | 5,416 | $0.37M | 0.0% | N/A | 0.022% | |
| 2/12/2020 | Windsor Capital Management LLC | 65,861 | $4.53M | 1.9% | +8.5% | 0.270% | |
| 2/11/2020 | APCM Wealth Management for Individuals | 7,482 | $0.51M | 0.1% | N/A | 0.031% | |
| 2/11/2020 | Capital One National Association | 6,827 | $0.47M | 0.1% | N/A | 0.029% | |
| 2/11/2020 | Watson Rebecca | 3,994 | $0.28M | 0.2% | N/A | 0.017% | |
| 2/11/2020 | Alaska Permanent Capital Management | 7,482 | $0.51M | 0.1% | N/A | 0.031% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 457,323 | $31.44M | 0.0% | +42.5% | 1.922% | |
| 2/11/2020 | Cranbrook Wealth Management LLC | 5,203 | $0.36M | 0.1% | +113.3% | 0.022% | |
| 2/10/2020 | C J Advisory Inc | 31,719 | $2.18M | 1.3% | +16.3% | 0.133% | |
| 2/10/2020 | Highland Private Wealth Management | 160,227 | $11.01M | 2.6% | +27.5% | 0.673% | |
| 2/10/2020 | Private Advisor Group LLC | 7,899 | $0.54M | 0.0% | +8.5% | 0.033% | |
| 2/10/2020 | Cetera Advisor Networks LLC | 72,930 | $5.02M | 0.1% | +14.8% | 0.306% | |
| 2/7/2020 | ETRADE Capital Management LLC | 76,095 | $5.23M | 0.1% | +32.2% | 0.320% | |
| 2/7/2020 | Financial Insights Inc. | 21,010 | $1.44M | 1.3% | +33.1% | 0.088% | |
| 2/7/2020 | Lincoln National Corp | 6,531 | $0.45M | 0.0% | +14.1% | 0.027% | |
| 2/7/2020 | Cobblestone Capital Advisors LLC NY | 5,090 | $0.35M | 0.0% | +4.1% | 0.021% | |
| 2/7/2020 | Independent Advisor Alliance | 31,237 | $2.15M | 0.1% | N/A | 0.131% | |
| 2/7/2020 | PNC Financial Services Group Inc. | 317,944 | $21.86M | 0.0% | +10.5% | 1.336% | |
| 2/7/2020 | Sowell Financial Services LLC | 12,600 | $0.87M | 0.1% | +5.5% | 0.053% | |
| 2/6/2020 | Sei Investments Co. | 78,445 | $5.40M | 0.0% | +7.3% | 0.330% | |
| 2/6/2020 | TCF National Bank | 4,930 | $0.34M | 0.0% | N/A | 0.021% | |
| 2/6/2020 | Trust Co. of Vermont | 3,677 | $0.25M | 0.0% | -24.4% | 0.015% | |
| 2/5/2020 | Grimes & Company Inc. | 3,062 | $0.21M | 0.0% | N/A | 0.013% | |
| 2/5/2020 | Private Ocean LLC | 169,734 | $11.67M | 2.8% | +7.9% | 0.713% | |
| 2/4/2020 | Regentatlantic Capital LLC | 90,579 | $6.23M | 0.4% | +29.1% | 0.381% | |
| 2/4/2020 | Park Avenue Securities LLC | 23,787 | $1.64M | 0.1% | +11.0% | 0.100% | |
| 2/4/2020 | Advisory Services Network LLC | 15,232 | $1.05M | 0.1% | +93.0% | 0.064% | |
| 2/4/2020 | Vicus Capital | 6,743 | $0.46M | 0.1% | +5.5% | 0.028% | |
| 2/4/2020 | Fiduciary Trust Co. | 139,052 | $9.56M | 0.2% | +60.4% | 0.584% | |
| 2/3/2020 | Hilltop Wealth Advisors LLC | 4,117 | $0.28M | 0.3% | N/A | 0.017% | |
| 2/3/2020 | Bank Hapoalim BM | 43,459 | $2.99M | 0.7% | N/A | 0.183% | |
| 1/31/2020 | Bigelow Investment Advisors LLC | 5,093 | $0.35M | 0.2% | +3.3% | 0.021% | |
| 1/31/2020 | Nottingham Advisors Inc. | 118,799 | $8.17M | 1.1% | +0.5% | 0.499% | |
| 1/30/2020 | Parallel Advisors LLC | 2,887 | $0.20M | 0.0% | +121.1% | 0.012% | |
| 1/30/2020 | BigSur Wealth Management LLC | 15,000 | $1.03M | 0.6% | N/A | 0.064% | |
| 1/30/2020 | Creative Planning | 217,105 | $14.92M | 0.0% | -0.1% | 0.924% | |
| 1/30/2020 | Putnam FL Investment Management Co. | 548,733 | $37.72M | 2.3% | +12.3% | 2.335% | |
| 1/30/2020 | Litman Gregory Asset Management LLC | 25,909 | $1.78M | 0.4% | -1.8% | 0.110% | |
| 1/29/2020 | Connecticut Wealth Management LLC | 18,511 | $1.27M | 0.1% | -1.3% | 0.079% | |
| 1/29/2020 | Stratos Wealth Partners LTD. | 3,714 | $0.26M | 0.0% | +9.7% | 0.016% | |
| 1/29/2020 | Wealthcare Capital Management LLC | 1,309 | $90K | 0.0% | N/A | 0.006% | |
| 1/29/2020 | Kelman Lazarov Inc. | 3,323 | $0.23M | 0.1% | -6.2% | 0.014% | |
| 1/29/2020 | Wealthcare Advisory Partners LLC | 599 | $41K | 0.0% | +2,039.3% | 0.003% | |
| 1/29/2020 | Parsec Financial Management Inc. | 38,186 | $2.63M | 0.2% | +254.9% | 0.162% | |
| 1/28/2020 | Sage Advisory Services Ltd.Co. | 7,415 | $0.51M | 0.2% | +36.3% | 0.032% | |
| 1/28/2020 | Atlas Capital Advisors LLC | 3,116 | $0.21M | 0.1% | +246.2% | 0.013% | |
| 1/27/2020 | TRUE Private Wealth Advisors | 382 | $26K | 0.0% | N/A | 0.002% | |
| 1/27/2020 | Legacy Financial Advisors Inc. | 6,098 | $0.42M | 0.1% | +9.7% | 0.026% | |
| 1/27/2020 | Bremer Bank National Association | 3,371 | $0.23M | 0.1% | +5.2% | 0.014% | |
| 1/27/2020 | CWM LLC | 11,940 | $0.82M | 0.0% | +2.1% | 0.051% | |
| 1/24/2020 | White Lighthouse Investment Management Inc. | 6,365 | $0.44M | 0.2% | +33.3% | 0.027% | |
| 1/24/2020 | Ferguson Wellman Capital Management Inc. | 5,533 | $0.38M | 0.0% | -17.7% | 0.024% | |
| 1/23/2020 | Accredited Investors Inc. | 13,710 | $0.94M | 0.2% | +2.2% | 0.060% | |
| 1/23/2020 | Howland Capital Management LLC | 101,798 | $7M | 0.5% | +5.8% | 0.443% | |
| 1/22/2020 | Patriot Financial Group Insurance Agency LLC | 12,367 | $0.85M | 0.3% | +54.8% | 0.054% | |
| 1/21/2020 | Mission Wealth Management LP | 15,358 | $1.06M | 0.1% | +56.3% | 0.069% | |
| 1/21/2020 | Vision Capital Management Inc. | 8,196 | $0.56M | 0.1% | +157.3% | 0.037% | |
| 1/21/2020 | Baystate Wealth Management LLC | 35,843 | $2.46M | 0.3% | +5.9% | 0.161% | |
| 1/17/2020 | Gould Asset Management LLC CA | 14,255 | $0.98M | 0.3% | +6.2% | 0.066% | |
| 1/17/2020 | Steward Partners Investment Advisory LLC | 3,084 | $0.21M | 0.0% | +108.4% | 0.014% | |
| 1/15/2020 | New England Professional Planning Group Inc. | 2,955 | $0.20M | 0.2% | N/A | 0.014% | |
| 1/15/2020 | Parkside Advisors LLC | 3,920 | $0.27M | 0.1% | N/A | 0.018% | |
| 1/10/2020 | LFA Lugano Financial Advisors SA | 10,650 | $0.73M | 0.5% | N/A | 0.049% | |
| 11/27/2019 | Baker Avenue Asset Management LP | 11,915 | $0.76M | 0.1% | +2.2% | 0.058% | |
| 11/27/2019 | Vicus Capital | 6,391 | $0.41M | 0.1% | +23.4% | 0.029% | |
| 11/27/2019 | EP Wealth Advisors LLC | 151,795 | $9.73M | 0.5% | +312.2% | 0.700% | |
| 11/27/2019 | Stifel Financial Corp | 27,680 | $1.78M | 0.0% | +94.9% | 0.128% | |
| 11/27/2019 | Mascoma Wealth Management LLC | 3,189 | $0.20M | 0.1% | +21.9% | 0.015% | |
| 11/27/2019 | AJ Wealth Strategies LLC | 4,536 | $0.29M | 0.0% | +17.0% | 0.021% | |
| 11/6/2019 | Financial Architects Inc | 11,776 | $0.76M | 0.2% | +5.9% | 0.061% | |
| 11/6/2019 | First Allied Advisory Services Inc. | 1,841 | $0.12M | 0.0% | N/A | 0.010% | |
| 11/6/2019 | Cetera Advisor Networks LLC | 63,540 | $4.08M | 0.1% | +15.8% | 0.329% | |
| 11/6/2019 | Tiedemann Advisors LLC | 7,395 | $0.48M | 0.0% | N/A | 0.038% | |
