| 2/27/2020 | Verus Capital Partners LLC | 7,771 | $0.27M | 0.1% | N/A | 0.030% | |
| 2/26/2020 | Sunbelt Securities Inc. | 863 | $7.35M | 0.0% | N/A | 0.003% | |
| 2/17/2020 | Baird Financial Group Inc. | 369,318 | $12.58M | 0.0% | +2.2% | 1.415% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 10,591 | $0.36M | 0.0% | +7.5% | 0.041% | |
| 2/14/2020 | Jane Street Group LLC | 57,214 | $1.95M | 0.0% | -47.5% | 0.219% | |
| 2/14/2020 | Bank of America Corp DE | 636,120 | $21.67M | 0.0% | +23.7% | 2.451% | |
| 2/14/2020 | UBS Group AG | 543,612 | $18.52M | 0.0% | +8.2% | 2.095% | |
| 2/13/2020 | Northwestern Mutual Wealth Management Co. | 81,691 | $2.78M | 0.0% | +11.3% | 0.300% | |
| 2/13/2020 | Financial Engines Advisors L.L.C. | 4,400,995 | $150.81M | 0.7% | -2.6% | 16.180% | |
| 2/13/2020 | Stifel Financial Corp | 14,943 | $0.51M | 0.0% | +48.0% | 0.055% | |
| 2/13/2020 | ACG Wealth | 7,879 | $0.27M | 0.0% | -6.3% | 0.029% | |
| 2/13/2020 | Migdal Insurance & Financial Holdings Ltd. | 117,427 | $4M | 0.1% | -11.6% | 0.432% | |
| 2/12/2020 | Advisor Group Inc. | 11,988 | $0.41M | 0.0% | +2.6% | 0.044% | |
| 2/12/2020 | Raymond James & Associates | 120,581 | $4.11M | 0.0% | +34.3% | 0.443% | |
| 2/12/2020 | Raymond James Financial Services Advisors Inc. | 279,410 | $9.52M | 0.0% | +15.3% | 1.027% | |
| 2/12/2020 | Citigroup Inc. | 97,443 | $3.32M | 0.0% | +18.1% | 0.358% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 291,516 | $9.93M | 0.0% | +2.5% | 1.072% | |
| 2/10/2020 | Western Wealth Management LLC | 13,420 | $0.46M | 0.1% | +64.0% | 0.049% | |
| 2/10/2020 | Private Advisor Group LLC | 352,623 | $12.01M | 0.2% | +10.6% | 1.296% | |
| 2/10/2020 | Cetera Advisor Networks LLC | 13,961 | $0.48M | 0.0% | +9.4% | 0.051% | |
| 2/7/2020 | Quaker Wealth Management LLC | 35,515 | $1.21M | 0.7% | N/A | 0.131% | |
| 2/7/2020 | Stonebridge Financial Planning Group LLC | 1,000 | $34K | 0.0% | N/A | 0.004% | |
| 2/4/2020 | XML Financial LLC | 177,946 | $6.06M | 2.2% | N/A | 0.657% | |
| 2/4/2020 | Cambridge Investment Research Advisors Inc. | 56,061 | $1.91M | 0.0% | +73.6% | 0.207% | |
| 2/4/2020 | SkyOak Wealt LLC | 17,196 | $0.59M | 0.2% | N/A | 0.063% | |
| 2/3/2020 | Platte River Wealth Advisors LLC | 10,783 | $0.37M | 0.2% | N/A | 0.040% | |
| 1/29/2020 | Stratos Wealth Partners LTD. | 12,581 | $0.43M | 0.0% | N/A | 0.046% | |
| 1/29/2020 | Certified Advisory Corp | 34,737 | $1.18M | 0.4% | +14.7% | 0.128% | |
| 1/27/2020 | CXI Advisors | 1,621 | $55K | 0.1% | N/A | 0.006% | |
| 1/27/2020 | Sound View Wealth Advisors Group LLC | 10,445 | $0.36M | 0.1% | -69.5% | 0.039% | |
| 1/21/2020 | NEXT Financial Group Inc | 1,603 | $55K | 0.0% | +61.9% | 0.006% | |
| 1/21/2020 | CX Institutional | 499,141 | $17M | 3.0% | +11.4% | 1.862% | |
| 1/21/2020 | Janney Montgomery Scott LLC | 337,266 | $11.49M | 0.1% | +219.8% | 1.258% | |
| 1/17/2020 | Steward Partners Investment Advisory LLC | 7,100 | $0.24M | 0.0% | +20.3% | 0.026% | |
| 1/16/2020 | Hanlon Investment Management Inc. | 87,904 | $3M | 0.6% | N/A | 0.327% | |
| 1/16/2020 | Allworth Financial LP | 14,606 | $0.50M | 0.0% | +179.3% | 0.054% | |
| 1/8/2020 | Apexium Financial LP | 12,140 | $0.42M | 0.5% | N/A | 0.045% | |
| 11/27/2019 | Stifel Financial Corp | 10,097 | $0.34M | 0.0% | +39.4% | 0.039% | |
| 11/27/2019 | Virtu Financial LLC | 16,622 | $0.56M | 0.0% | N/A | 0.064% | |
| 11/6/2019 | Cetera Advisor Networks LLC | 12,761 | $0.43M | 0.0% | -7.6% | 0.051% | |
| 10/31/2019 | Howe & Rusling Inc. | 116,402 | $3.91M | 0.7% | +7.8% | 0.481% | |
| 10/30/2019 | Commonwealth Equity Services LLC | 317,500 | $10.66M | 0.0% | +13.3% | 1.312% | |
| 10/30/2019 | ACG Wealth | 8,410 | $0.28M | 0.0% | -17.4% | 0.035% | |
| 10/30/2019 | Steward Partners Investment Advisory LLC | 5,900 | $0.20M | 0.0% | N/A | 0.024% | |
| 10/29/2019 | Janney Montgomery Scott LLC | 105,472 | $3.54M | 0.0% | +9.6% | 0.436% | |
| 10/28/2019 | Cambridge Investment Research Advisors Inc. | 37,311 | $1.20M | 0.0% | +0.8% | 0.154% | |
| 10/23/2019 | AdvisorNet Financial Inc | 5,667 | $0.19M | 0.0% | N/A | 0.024% | |
| 10/18/2019 | Stephens Inc. AR | 23,201 | $0.78M | 0.0% | +1.8% | 0.096% | |
| 10/17/2019 | Envestnet Asset Management Inc. | 284,453 | $9.56M | 0.0% | +0.3% | 1.183% | |
| 10/10/2019 | CX Institutional | 448,180 | $15.05M | 2.4% | +3.4% | 1.883% | |
| 10/9/2019 | Allworth Financial LP | 5,230 | $0.18M | 0.0% | N/A | 0.022% | |
| 8/17/2019 | Royal Bank of Canada | 186,460 | $6M | 0.0% | +59.0% | 0.844% | |
| 8/17/2019 | UBS Group AG | 499,149 | $16.05M | 0.0% | +6.1% | 2.259% | |
| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 2,847 | $92K | 0.0% | -91.7% | 0.013% | |
| 8/16/2019 | Susquehanna International Group LLP | 36,371 | $1.17M | 0.0% | +29.7% | 0.165% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 37,011 | $1.19M | 0.0% | -16.3% | 0.168% | |
| 8/15/2019 | Jane Street Group LLC | 35,961 | $1.16M | 0.0% | N/A | 0.163% | |
| 8/14/2019 | Morgan Stanley | 1,048,846 | $33.73M | 0.0% | +38.3% | 4.757% | |
| 8/14/2019 | Bank of America Corp DE | 471,524 | $15.17M | 0.0% | +25.0% | 2.138% | |
| 8/14/2019 | Private Advisor Group LLC | 303,606 | $9.76M | 0.2% | +9.4% | 1.377% | |
| 8/13/2019 | HighTower Advisors LLC | 12,392 | $0.40M | 0.0% | -17.5% | 0.056% | |
| 8/12/2019 | Cetera Advisor Networks LLC | 13,816 | $0.44M | 0.0% | -3.6% | 0.063% | |
| 8/10/2019 | LPL Financial LLC | 393,730 | $12.66M | 0.0% | +9.7% | 1.786% | |
| 8/10/2019 | Financial Engines Advisors L.L.C. | 4,478,092 | $144.02M | 0.8% | -2.6% | 20.309% | |
| 8/8/2019 | Migdal Insurance & Financial Holdings Ltd. | 70,180 | $2.26M | 0.1% | N/A | 0.317% | |
| 8/7/2019 | Certified Advisory Corp | 30,876 | $0.99M | 0.4% | N/A | 0.139% | |
| 8/7/2019 | Sound View Wealth Advisors Group LLC | 43,368 | $1.40M | 0.4% | N/A | 0.198% | |
| 8/7/2019 | JPMorgan Chase & Co. | 2,283 | $73K | 0.0% | N/A | 0.010% | |
| 8/6/2019 | Wells Fargo & Company MN | 23,747 | $0.76M | 0.0% | +39.7% | 0.108% | |
| 8/6/2019 | H D Vest Advisory Services | 24,917 | $0.80M | 0.0% | N/A | 0.114% | |
| 8/6/2019 | ACG Wealth | 10,187 | $0.33M | 0.0% | -36.1% | 0.047% | |
| 8/2/2019 | Envestnet Asset Management Inc. | 283,645 | $9.12M | 0.0% | -1.6% | 1.298% | |
| 7/31/2019 | Advisor Group Inc. | 11,988 | $0.39M | 0.0% | -3.6% | 0.055% | |
| 7/30/2019 | Andesa Financial Management Inc. | 15,010 | $0.48M | 0.5% | -50.0% | 0.069% | |
| 7/30/2019 | Wealthcare Advisory Partners LLC | 3,593 | $0.12M | 0.0% | +167.5% | 0.017% | |
| 7/29/2019 | Janney Montgomery Scott LLC | 96,211 | $3.09M | 0.0% | +2.8% | 0.442% | |
| 6/30/2019 | Wetherby Asset Management Inc. | 15,708 | $0.51M | 0.1% | N/A | 0.073% | |
| 6/30/2019 | Sageworth Trust Co | 1,400 | $45K | 0.0% | N/A | 0.006% | |
| 6/30/2019 | Commonwealth Equity Services LLC | 280,319 | $9.02M | 0.0% | +19.0% | 1.307% | |
| 6/30/2019 | CX Institutional | 433,345 | $13.94M | 2.2% | +41.5% | 2.025% | |
| 6/30/2019 | Moneywise Inc. | 7,476 | $0.24M | 0.2% | -41.5% | 0.035% | |
| 6/30/2019 | NEXT Financial Group Inc | 1,030 | $33K | 0.0% | N/A | 0.005% | |
| 6/30/2019 | Summit Financial Wealth Advisors LLC | 7,500 | $0.24M | 0.1% | N/A | 0.035% | |
| 5/13/2019 | Commonwealth Equity Services LLC | 235,519 | $7.49M | 0.0% | +11.7% | 1.155% | |
| 5/13/2019 | Private Advisor Group LLC | 277,574 | $8.83M | 0.2% | +2.1% | 1.361% | |
| 5/10/2019 | Northwestern Mutual Wealth Management Co. | 63,859 | $2.03M | 0.0% | +18.0% | 0.313% | |
| 5/10/2019 | Envestnet Asset Management Inc. | 288,375 | $9.17M | 0.0% | -20.2% | 1.414% | |
| 5/9/2019 | Sound View Wealth Advisors LLC | 44,680 | $1.42M | 0.4% | +7.5% | 0.219% | |
| 5/8/2019 | Financial Engines Advisors L.L.C. | 4,596,811 | $146.23M | 0.8% | +2.8% | 22.533% | |
| 5/8/2019 | Cambridge Investment Research Advisors Inc. | 44,208 | $1.41M | 0.0% | -4.2% | 0.217% | |
| 5/6/2019 | Raymond James & Associates | 52,282 | $1.66M | 0.0% | +70.4% | 0.256% | |
| 5/6/2019 | Raymond James Financial Services Advisors Inc. | 189,803 | $6.04M | 0.0% | +51.0% | 0.930% | |
| 5/6/2019 | Cetera Advisor Networks LLC | 14,336 | $0.46M | 0.0% | +29.6% | 0.062% | |
| 5/2/2019 | Cornerstone Wealth Group LLC | 196,804 | $6.26M | 1.6% | N/A | 0.972% | |
| 5/2/2019 | Strategic Wealth Advisors Group LLC | 10,479 | $0.33M | 0.0% | -7.9% | 0.052% | |
| 5/2/2019 | Andesa Financial Management Inc. | 30,020 | $0.95M | 0.5% | +98.5% | 0.148% | |
| 4/30/2019 | Moneywise Inc. | 12,782 | $0.38M | 0.3% | +70.6% | 0.063% | |
| 4/30/2019 | Janney Montgomery Scott LLC | 93,619 | $2.98M | 0.0% | -28.5% | 0.462% | |
| 4/29/2019 | Howe & Rusling Inc. | 96,319 | $3.06M | 0.5% | +2.7% | 0.476% | |
| 4/25/2019 | ACG Wealth | 15,952 | $0.51M | 0.1% | -8.0% | 0.079% | |
