| 2/17/2021 | Cetera Advisor Networks LLC | 8,692 | $0.44M | 0.0% | +30.0% | 0.322% | |
| 2/16/2021 | Morgan Stanley | 311,345 | $15.57M | 0.0% | +28.6% | 11.531% | |
| 2/12/2021 | Stifel Financial Corp | 20,812 | $1.04M | 0.0% | +25.5% | 0.771% | |
| 2/12/2021 | LPL Financial LLC | 70,277 | $3.52M | 0.0% | +18.5% | 2.603% | |
| 2/12/2021 | Prospera Financial Services Inc | 24,998 | $1.25M | 0.1% | +44.5% | 0.926% | |
| 2/11/2021 | Oppenheimer Asset Management Inc. | 4,761 | $0.24M | 0.0% | N/A | 0.176% | |
| 2/11/2021 | Opal Wealth Advisors LLC | 493,264 | $24.67M | 30.9% | N/A | 18.269% | |
| 2/10/2021 | QS Investors LLC | 767 | $38K | 0.0% | N/A | 0.028% | |
| 2/9/2021 | Wells Fargo & Company MN | 1,612 | $81K | 0.0% | +161,100.0% | 0.060% | |
| 2/9/2021 | Menard Financial Group LLC | 22,690 | $1.14M | 1.2% | -31.0% | 0.840% | |
|
| 2/5/2021 | Vestmark Advisory Solutions Inc. | 5,942 | $0.30M | 0.0% | N/A | 0.220% | |
| 1/26/2021 | Garrett Investment Advisors LLC | 4,611 | $0.23M | 0.1% | N/A | 0.171% | |
| 1/25/2021 | Sage Advisory Services Ltd.Co. | 17,908 | $0.89M | 0.2% | -15.0% | 0.663% | |
| 1/22/2021 | Avantax Advisory Services Inc. | 568,678 | $28.48M | 0.7% | -36.7% | 21.062% | |
| 1/20/2021 | Kestra Advisory Services LLC | 5,769 | $0.29M | 0.0% | +5,972.6% | 0.218% | |
| 1/13/2021 | Sowell Financial Services LLC | 5,681 | $0.28M | 0.0% | +269.9% | 0.214% | |
| 1/8/2021 | Creative Financial Designs Inc. ADV | 1,295 | $65K | 0.0% | N/A | 0.049% | |
| 11/13/2020 | Morgan Stanley | 242,058 | $11.10M | 0.0% | +19.5% | 9.492% | |
| 11/13/2020 | Cetera Advisor Networks LLC | 6,687 | $0.31M | 0.0% | +90.0% | 0.262% | |
| 11/9/2020 | LPL Financial LLC | 59,314 | $2.72M | 0.0% | +11.5% | 2.326% | |
| 11/5/2020 | Commonwealth Equity Services LLC | 25,227 | $1.16M | 0.0% | +1.1% | 0.989% | |
| 11/4/2020 | Prospera Financial Services Inc | 17,301 | $0.79M | 0.3% | N/A | 0.692% | |
| 10/30/2020 | Sage Advisory Services Ltd.Co. | 21,074 | $0.96M | 0.3% | +47.7% | 0.843% | |
| 10/19/2020 | CWM LLC | 1,122 | $51K | 0.0% | N/A | 0.045% | |
| 10/14/2020 | Avantax Advisory Services Inc. | 898,599 | $41.21M | 0.7% | +34.4% | 35.944% | |
| 10/9/2020 | Envestnet Asset Management Inc. | 38,398 | $1.76M | 0.0% | +443.6% | 1.536% | |
| 8/17/2020 | Jane Street Group LLC | 9,049 | $0.37M | 0.0% | N/A | 0.369% | |
| 8/14/2020 | Stifel Financial Corp | 15,631 | $0.64M | 0.0% | N/A | 0.638% | |
| 8/14/2020 | Advisor Group Holdings Inc. | 3,476 | $0.14M | 0.0% | +38.5% | 0.142% | |
| 8/12/2020 | Commonwealth Equity Services LLC | 24,944 | $1.02M | 0.0% | -2.8% | 1.018% | |
| 8/10/2020 | Doliver Advisors LP | 19,000 | $0.78M | 0.3% | N/A | 0.776% | |
| 8/6/2020 | Avantax Advisory Services Inc. | 668,442 | $27.28M | 0.8% | -84.1% | 27.283% | |
| 7/31/2020 | UBS Group AG | 5,276 | $0.22M | 0.0% | +434.5% | 0.215% | |
| 7/28/2020 | Sage Advisory Services Ltd.Co. | 14,267 | $0.58M | 0.2% | +88.5% | 0.571% | |
| 7/8/2020 | Envestnet Asset Management Inc. | 7,064 | $0.29M | 0.0% | +12.7% | 0.283% | |
| 6/16/2020 | Royal Bank of Canada | 4,330 | $0.14M | 0.0% | +77.6% | 0.163% | |
| 5/26/2020 | Morgan Stanley | 231,734 | $7.51M | 0.0% | +43.1% | 8.583% | |
| 5/18/2020 | Advisor Group Holdings Inc. | 2,510 | $82K | 0.0% | N/A | 0.090% | |
| 5/15/2020 | Menard Financial Group LLC | 81,547 | $2.64M | 8.7% | N/A | 2.912% | |
| 5/15/2020 | Morgan Stanley | 231,734 | $7.51M | 0.0% | +43.1% | 8.276% | |
| 5/13/2020 | PFS Investments Inc. | 9,733 | $0.32M | 0.0% | N/A | 0.348% | |
| 5/11/2020 | Commonwealth Equity Services LLC | 25,656 | $0.83M | 0.0% | +13.5% | 0.424% | |
| 5/1/2020 | UBS Group AG | 987 | $32K | 0.0% | N/A | 0.016% | |
| 4/30/2020 | Avantax Advisory Services Inc. | 4,202,640 | $136.24M | 4.1% | -0.7% | 69.465% | |
| 4/23/2020 | Envestnet Asset Management Inc. | 6,269 | $0.20M | 0.0% | N/A | 0.104% | |
| 2/20/2020 | Archer Investment Corp | 901 | $34K | 0.0% | N/A | 0.017% | |
| 10/30/2019 | Commonwealth Equity Services LLC | 20,185 | $0.70M | 0.0% | -6.2% | 0.400% | |
| 8/17/2019 | Royal Bank of Canada | 2,255 | $79K | 0.0% | +168.8% | 0.049% | |
| 8/16/2019 | Susquehanna International Group LLP | 27,801 | $0.97M | 0.0% | N/A | 0.604% | |
| 8/15/2019 | Jane Street Group LLC | 14,213 | $0.50M | 0.0% | N/A | 0.309% | |
| 8/6/2019 | H D Vest Advisory Services | 3,858,001 | $134.40M | 5.9% | +14.3% | 84.791% | |
| 8/1/2019 | FinTrust Capital Advisors LLC | 2,408 | $84K | 0.0% | N/A | 0.053% | |
| 6/30/2019 | Sage Advisory Services Ltd.Co. | 7,723 | $0.27M | 0.1% | N/A | 0.174% | |
| 6/30/2019 | Huntington National Bank | 784 | $27K | 0.0% | N/A | 0.018% | |
| 6/30/2019 | Cribstone Capital Management LLC | 750 | $26K | 0.0% | N/A | 0.017% | |
| 6/30/2019 | Commonwealth Equity Services LLC | 21,518 | $0.75M | 0.0% | -1.6% | 0.484% | |
| 2/15/2019 | Jane Street Group LLC | 40,270 | $1.15M | 0.0% | N/A | 13.423% | |
| 2/11/2019 | Commonwealth Equity Services LLC | 9,684 | $0.28M | 0.0% | N/A | 2.767% | |
| 1/24/2019 | We Are One Seven LLC | 1,860 | $53K | 0.0% | N/A | 0.531% | |
