| 7/9/2020 | Carroll Financial Associates Inc. | 17,544 | $4.34M | 0.4% | +37.9% | 0.004% | |
| 7/9/2020 | Rockland Trust Co. | 1,962 | $0.49M | 0.0% | -6.8% | 0.000% | |
| 7/9/2020 | Mount Yale Investment Advisors LLC | 10,171 | $2.52M | 0.5% | +801.7% | 0.002% | |
| 7/9/2020 | Trust Co. of Toledo NA OH | 3,057 | $0.76M | 0.2% | +11.9% | 0.001% | |
| 7/9/2020 | Bay Rivers Group | 20,592 | $5.10M | 5.3% | +0.7% | 0.004% | |
| 7/9/2020 | Legacy Advisors LLC | 12,915 | $3.20M | 2.5% | -1.6% | 0.003% | |
| 7/9/2020 | Diligent Investors LLC | 1,392 | $0.35M | 0.2% | +16.4% | 0.000% | |
| 7/9/2020 | Carnegie Capital Asset Management LLC | 28,229 | $6.99M | 0.4% | -1.7% | 0.006% | |
| 7/9/2020 | N.E.W. Advisory Services LLC | 2,050 | $0.51M | 0.2% | N/A | 0.000% | |
| 7/9/2020 | Webster Bank N. A. | 18,455 | $4.57M | 0.6% | +4.5% | 0.004% | |
|
| 7/9/2020 | Money Design Co. Ltd. | 2,699 | $0.67M | 0.1% | N/A | 0.001% | |
| 7/9/2020 | Traverso Chambers Private Wealth Management LLC | 3,460 | $0.86M | 0.4% | +2.2% | 0.001% | |
| 7/9/2020 | Omega Financial Group LLC | 8,937 | $2.21M | 1.4% | -2.0% | 0.002% | |
| 7/9/2020 | Sanders Morris Harris LLC | 153,670 | $38.05M | 18.5% | -19.6% | 0.033% | |
| 7/9/2020 | Clarus Wealth Advisors | 9,103 | $2.37M | 2.0% | +71.2% | 0.002% | |
| 7/9/2020 | Ipswich Investment Management Co. Inc. | 3,928 | $0.97M | 0.3% | -7.3% | 0.001% | |
| 7/8/2020 | Independence Bank of Kentucky | 1,000 | $0.25M | 0.2% | +239.0% | 0.000% | |
| 7/8/2020 | QP Wealth Management LLC | 4,356 | $1.08M | 1.5% | -28.9% | 0.001% | |
| 7/8/2020 | Lowe Wealth Advisors LLC | 79,168 | $19.60M | 11.5% | +1.2% | 0.017% | |
| 7/8/2020 | Rainey & Randall Investment Management Inc. | 6,030 | $1.49M | 1.7% | N/A | 0.001% | |
| 7/8/2020 | Bogart Wealth LLC | 9,245 | $2.29M | 0.5% | -78.7% | 0.002% | |
| 7/8/2020 | Global Trust Asset Management LLC | 40,242 | $9.96M | 7.0% | +9.4% | 0.008% | |
| 7/8/2020 | HBW Advisory Services LLC | 7,838 | $1.94M | 0.9% | +36.4% | 0.002% | |
| 7/8/2020 | Symphony Financial Ltd. Co. | 1,477 | $0.37M | 0.2% | +5.5% | 0.000% | |
| 7/8/2020 | Envestnet Asset Management Inc. | 2,963,758 | $733.82M | 0.7% | +25.0% | 0.634% | |
| 7/8/2020 | Foundations Investment Advisors LLC | 370,564 | $95.75M | 8.5% | +27,087.4% | 0.079% | |
| 7/8/2020 | Silverleafe Capital Partners LLC | 32,573 | $8.07M | 5.5% | +4.1% | 0.007% | |
| 7/8/2020 | Chesley Taft & Associates LLC | 3,303 | $0.82M | 0.1% | +34.9% | 0.001% | |
| 7/8/2020 | ELM Advisors LLC | 8,033 | $1.99M | 1.4% | -2.5% | 0.002% | |
| 7/8/2020 | Pure Financial Advisors Inc. | 1,459 | $0.36M | 0.1% | +23.6% | 0.000% | |
| 7/7/2020 | E&G Advisors LP | 5,628 | $1.39M | 0.5% | +39.3% | 0.001% | |
| 7/7/2020 | BEAM Asset Management LLC | 12,683 | $3.28M | 3.3% | +10.6% | 0.003% | |
| 7/7/2020 | Hudson Valley Investment Advisors Inc. ADV | 6,194 | $1.53M | 0.4% | +4.0% | 0.001% | |
| 7/7/2020 | American National Bank | 1,641 | $0.41M | 0.1% | +10.4% | 0.000% | |
| 7/7/2020 | TRUE Private Wealth Advisors | 2,860 | $0.71M | 0.1% | -12.2% | 0.001% | |
| 7/7/2020 | Tsfg LLC | 19,647 | $4.87M | 3.2% | +33.5% | 0.004% | |
| 7/7/2020 | Renaissance Investment Group LLC | 1,892 | $0.47M | 0.2% | -3.9% | 0.000% | |
| 7/7/2020 | Paragon Advisors LLC | 5,072 | $1.26M | 1.0% | +208.3% | 0.001% | |
| 7/7/2020 | Beacon Financial Advisory LLC | 3,104 | $0.77M | 0.8% | +10.2% | 0.001% | |
| 7/7/2020 | EWG Elevate Inc. | 17,635 | $4.37M | 2.9% | +57.7% | 0.004% | |
| 7/7/2020 | Ayalon Holdings Ltd. | 18,427 | $4.62M | 2.7% | -3.0% | 0.004% | |
| 7/7/2020 | Crumly & Associates Inc. | 32,250 | $7.99M | 7.5% | N/A | 0.007% | |
| 7/7/2020 | First PREMIER Bank | 1,200 | $0.30M | 0.1% | +48.1% | 0.000% | |
| 7/7/2020 | Red Door Wealth Management LLC | 2,414 | $0.60M | 0.4% | -5.7% | 0.001% | |
| 7/6/2020 | West Oak Capital LLC | 660 | $0.16M | 0.1% | +9.1% | 0.000% | |
| 7/6/2020 | Truehand Inc | 1,650 | $0.41M | 0.3% | N/A | 0.000% | |
| 7/6/2020 | Spence Asset Management | 13,443 | $3.33M | 1.3% | -11.5% | 0.003% | |
| 7/6/2020 | Cougar Global Investments Ltd | 2,071 | $0.51M | 0.4% | -21.9% | 0.000% | |
| 7/6/2020 | HNP Capital LLC | 825 | $0.21M | 0.1% | -94.0% | 0.000% | |
| 7/6/2020 | Summit Financial Group Inc. | 15,405 | $3.81M | 2.0% | +0.5% | 0.003% | |
| 7/6/2020 | Ellevest Inc. | 423 | $0.11M | 0.0% | N/A | 0.000% | |
| 7/6/2020 | Windsor Group LTD | 1,069 | $0.27M | 0.1% | N/A | 0.000% | |
| 7/6/2020 | Pacific Financial Group Inc. | 52,608 | $10.02M | 10.4% | -0.3% | 0.011% | |
| 7/6/2020 | Farmers Trust Co. | 19,173 | $4.75M | 1.4% | -2.4% | 0.004% | |
| 7/6/2020 | Private Asset Management Inc. | 4,083 | $1.01M | 0.2% | -1.6% | 0.001% | |
| 7/2/2020 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 16,182 | $4.01M | 0.6% | +10.4% | 0.003% | |
| 7/1/2020 | Park National Corp OH | 3,774 | $0.93M | 0.1% | +4.4% | 0.001% | |
| 7/1/2020 | Modus Advisors LLC | 42,997 | $10.65M | 6.9% | +2.4% | 0.009% | |
| 6/18/2020 | NovaPoint Capital LLC | 45,763 | $8.71M | 8.0% | +84.3% | 0.010% | |
| 6/11/2020 | Pathstone Family Office LLC | 13,831 | $2.63M | 0.4% | +11,425.8% | 0.003% | |
| 6/8/2020 | Hayden Royal LLC | 8,336 | $1.59M | 0.9% | -8.0% | 0.002% | |
| 6/5/2020 | Telemus Capital LLC | 9,359 | $2.18M | 0.2% | -2.2% | 0.002% | |
| 6/4/2020 | BHF RG Capital Inc. | 43,252 | $8.24M | 10.9% | +1.2% | 0.009% | |
| 6/4/2020 | Great Lakes Retirement Inc. | 40,981 | $7.82M | 3.6% | +203.5% | 0.009% | |
| 6/3/2020 | Lloyd Advisory Services LLC. | 24,716 | $4.71M | 3.5% | +20.6% | 0.005% | |
| 6/2/2020 | Guggenheim Capital LLC | 193,593 | $36.86M | 0.4% | -29.3% | 0.041% | |
| 6/1/2020 | Waterloo Capital L.P. | 13,049 | $2.49M | 1.8% | N/A | 0.003% | |
| 5/28/2020 | CVA Family Office LLC | 6,863 | $1.31M | 1.3% | +556.1% | 0.001% | |
| 5/27/2020 | Coldstream Capital Management Inc. | 26,739 | $5.09M | 0.6% | +0.3% | 0.006% | |
| 5/27/2020 | Advisory Resource Group | 1,643 | $0.31M | 0.2% | -7.4% | 0.000% | |
| 5/26/2020 | 1832 Asset Management L.P. | 450 | $86K | 0.0% | +80.0% | 0.000% | |
| 5/26/2020 | Verus Capital Partners LLC | 5,794 | $1.10M | 0.3% | +149.5% | 0.001% | |
| 5/23/2020 | The Manufacturers Life Insurance Company | 840,517 | $160.04M | 0.2% | +3.1% | 0.181% | |
| 5/22/2020 | Sculati Wealth Management LLC | 2,280 | $0.43M | 0.5% | N/A | 0.000% | |
| 5/22/2020 | Mcmillion Capital Management Inc. | 32,756 | $6.24M | 4.2% | -3.4% | 0.007% | |
| 5/22/2020 | FDx Advisors Inc. | 9,275 | $0.85M | 0.0% | N/A | 0.002% | |
| 5/22/2020 | Integrated Investment Consultants LLC | 6,417 | $1.22M | 0.7% | N/A | 0.001% | |
| 5/22/2020 | Patton Albertson Miller Group LLC | 5,854 | $1.12M | 0.4% | +1.7% | 0.001% | |
| 5/22/2020 | Arcus Capital Partners LLC | 27,394 | $5.22M | 2.2% | +10.1% | 0.006% | |
| 5/21/2020 | LifeSteps Financial Inc. | 42,785 | $8.15M | 9.4% | +1.0% | 0.009% | |
| 5/21/2020 | Capital Advisors Inc. OK | 1,222 | $0.23M | 0.0% | +11.3% | 0.000% | |
| 5/21/2020 | Peninsula Asset Management Inc. | 1,584 | $0.30M | 0.2% | N/A | 0.000% | |
| 5/20/2020 | Bay Harbor Wealth Management LLC | 1,721 | $0.33M | 0.2% | -3.6% | 0.000% | |
| 5/20/2020 | Phoenix Holdings Ltd. | 90,527 | $16.86M | 0.9% | N/A | 0.020% | |
| 5/20/2020 | Johnson Investment Counsel Inc. | 10,105 | $1.93M | 0.0% | +4.7% | 0.002% | |
| 5/19/2020 | Pacific Capital Wealth Advisors Inc. | 25,608 | $4.88M | 3.7% | -2.1% | 0.006% | |
| 5/19/2020 | X Square Capital LLC | 3,272 | $0.62M | 0.6% | +5.5% | 0.001% | |
| 5/18/2020 | Integrated Wealth Concepts LLC | 64,519 | $12.28M | 1.1% | -4.2% | 0.014% | |
| 5/18/2020 | Griffin Asset Management Inc. | 39,444 | $7.51M | 1.4% | -13.2% | 0.009% | |
| 5/18/2020 | ZWJ Investment Counsel Inc. | 4,000 | $0.76M | 0.1% | +33.3% | 0.001% | |
| 5/18/2020 | Laurel Wealth Advisors Inc. | 35,640 | $6.79M | 1.6% | +11.4% | 0.008% | |
| 5/18/2020 | Capital Advisory Group Advisory Services LLC | 31,356 | $5.97M | 7.4% | -14.8% | 0.007% | |
| 5/18/2020 | Voloridge Investment Management LLC | 352,604 | $67.14M | 1.9% | N/A | 0.076% | |
| 5/18/2020 | Titus Wealth Management | 24,674 | $4.70M | 4.4% | +2.9% | 0.005% | |
| 5/18/2020 | Townsquare Capital LLC | 3,251 | $0.69M | 0.1% | +6.4% | 0.001% | |
| 5/18/2020 | Mercer Global Advisors Inc. ADV | 66,784 | $12.72M | 0.3% | +1.7% | 0.014% | |
| 5/18/2020 | Colony Group LLC | 17,411 | $3.32M | 0.1% | +2.7% | 0.004% | |
| 5/18/2020 | Castle Rock Wealth Management LLC | 10,715 | $2.38M | 2.1% | +217.3% | 0.002% | |
| 5/18/2020 | Advisor Group Holdings Inc. | 12,033,106 | $323.11M | 1.3% | N/A | 2.609% | |
| 5/18/2020 | Verity Asset Management Inc. | 7,264 | $1.38M | 1.7% | -8.4% | 0.002% | |
