| 8/4/2020 | Atlas Private Wealth Management | 2,859 | $0.15M | 0.1% | -17.4% | 0.002% | |
| 8/4/2020 | Cresset Asset Management LLC | 51,707 | $2.77M | 0.1% | +202.9% | 0.033% | |
| 8/3/2020 | Foster Victor Wealth Advisors LLC | 11,765 | $0.63M | 0.2% | -87.7% | 0.008% | |
| 8/3/2020 | Vicus Capital | 3,769 | $0.20M | 0.0% | -57.6% | 0.002% | |
| 8/3/2020 | Bartlett & Co. LLC | 121,998 | $6.54M | 0.2% | -11.0% | 0.079% | |
| 8/3/2020 | Adviser Investments LLC | 131,968 | $7.08M | 0.9% | +567.7% | 0.085% | |
| 8/3/2020 | Regal Investment Advisors LLC | 40,952 | $2.20M | 0.4% | N/A | 0.027% | |
| 8/3/2020 | Mission Wealth Management LP | 216,999 | $11.64M | 1.0% | -36.2% | 0.141% | |
| 8/3/2020 | Buckingham Asset Management LLC | 463,269 | $24.84M | 2.4% | -5.7% | 0.300% | |
| 8/3/2020 | Probity Advisors Inc. | 36,620 | $1.96M | 0.6% | +2.3% | 0.024% | |
|
| 8/3/2020 | Guidance Point Advisors LLC | 65,122 | $3.49M | 1.9% | +0.8% | 0.042% | |
| 7/31/2020 | Comerica Bank | 29,594 | $1.67M | 0.0% | -22.5% | 0.019% | |
| 7/31/2020 | Merriman Wealth Management LLC | 198,387 | $10.64M | 1.7% | +1,305.7% | 0.128% | |
| 7/31/2020 | Edmonds Duncan Registered Investment Advisors LLC | 135,728 | $7.28M | 3.2% | -0.8% | 0.088% | |
| 7/31/2020 | ARGA Investment Management LP | 34,222 | $1.84M | 0.2% | N/A | 0.022% | |
| 7/31/2020 | Hengehold Capital Management LLC | 17,431 | $0.94M | 0.2% | -5.2% | 0.011% | |
| 7/31/2020 | Lincoln National Corp | 6,242 | $0.33M | 0.0% | +5.8% | 0.004% | |
| 7/31/2020 | Sigma Planning Corp | 12,478 | $0.67M | 0.0% | -1.6% | 0.008% | |
| 7/31/2020 | McAdam LLC | 28,556 | $1.53M | 0.3% | +272.7% | 0.018% | |
| 7/31/2020 | Prudential PLC | 43,680 | $2.34M | 0.0% | +355.9% | 0.028% | |
| 7/31/2020 | Independence Wealth Advisors Inc. | 4,653 | $0.25M | 0.6% | -78.0% | 0.003% | |
| 7/31/2020 | Barber Financial Group Inc. | 5,292 | $0.28M | 0.1% | -10.8% | 0.003% | |
| 7/31/2020 | Insight Wealth Strategies LLC | 5,256 | $0.28M | 0.1% | -80.5% | 0.003% | |
| 7/31/2020 | UBS Group AG | 1,346,782 | $72.22M | 0.0% | +11.9% | 0.872% | |
| 7/31/2020 | Ballentine Partners LLC | 471,364 | $25.28M | 1.2% | +4.9% | 0.305% | |
| 7/31/2020 | Managed Account Services Inc. | 81,904 | $4.57M | 1.7% | -7.3% | 0.053% | |
| 7/31/2020 | Columbus Macro LLC | 36,380 | $1.95M | 0.5% | +132.9% | 0.024% | |
| 7/31/2020 | Dowling & Yahnke LLC | 35,789 | $1.92M | 0.2% | -52.8% | 0.023% | |
| 7/30/2020 | Hancock Whitney Corp | 16,157 | $0.87M | 0.0% | -48.2% | 0.010% | |
| 7/30/2020 | Clearwater Capital Advisors LLC | 29,235 | $1.57M | 0.3% | +49.0% | 0.019% | |
| 7/30/2020 | Park Avenue Securities LLC | 5,757 | $0.31M | 0.0% | N/A | 0.004% | |
| 7/30/2020 | American Financial Advisors LLC | 354,680 | $19.79M | 3.2% | +0.4% | 0.230% | |
| 7/30/2020 | Signaturefd LLC | 2,260 | $0.12M | 0.0% | +815.0% | 0.001% | |
| 7/30/2020 | Morningstar Investment Services LLC | 256,248 | $13.76M | 0.2% | +17.8% | 0.166% | |
| 7/30/2020 | Single Point Partners LLC | 49,788 | $2.67M | 1.6% | -4.1% | 0.032% | |
| 7/29/2020 | Perigon Wealth Management LLC | 5,234 | $0.28M | 0.0% | +18.5% | 0.003% | |
| 7/29/2020 | M&T Bank Corp | 161,889 | $8.68M | 0.0% | -23.9% | 0.105% | |
| 7/29/2020 | Copper Rock Capital Partners LLC | 8,432,579 | $150.71M | 0.5% | +4,420.8% | 5.462% | |
| 7/29/2020 | Shine Investment Advisory Services Inc. | 1,628 | $87K | 0.0% | -89.2% | 0.001% | |
| 7/29/2020 | Wealthcare Capital Management LLC | 8,166 | $0.44M | 0.1% | +10.8% | 0.005% | |
| 7/29/2020 | Wealthcare Advisory Partners LLC | 140,123 | $7.51M | 0.9% | +8.7% | 0.091% | |
| 7/28/2020 | Atlas Capital Advisors LLC | 33,526 | $1.80M | 0.4% | -23.3% | 0.022% | |
| 7/28/2020 | KFA Private Wealth Group LLC | 6,612 | $0.36M | 0.3% | -30.3% | 0.004% | |
| 7/28/2020 | Charles Schwab Trust Co | 4,657 | $0.25M | 0.1% | N/A | 0.003% | |
| 7/28/2020 | DAVENPORT & Co LLC | 4,640 | $0.25M | 0.0% | -14.2% | 0.003% | |
| 7/28/2020 | PrairieView Partners LLC | 48,314 | $2.59M | 0.6% | +33.1% | 0.031% | |
| 7/28/2020 | Raymond James & Associates | 167,616 | $8.99M | 0.0% | -11.6% | 0.109% | |
| 7/27/2020 | Certified Advisory Corp | 35,745 | $1.92M | 0.6% | -24.8% | 0.023% | |
| 7/27/2020 | Pinnacle Wealth Planning Services Inc. | 11,196 | $0.60M | 0.2% | -20.6% | 0.007% | |
| 7/27/2020 | Alpha Omega Wealth Management LLC | 7,675 | $0.41M | 0.1% | -24.3% | 0.005% | |
| 7/27/2020 | Clear Investment Research LLC | 2,483 | $0.13M | 0.3% | -24.1% | 0.002% | |
| 7/27/2020 | MAI Capital Management | 115,049 | $6.17M | 0.2% | -9.2% | 0.075% | |
| 7/27/2020 | Tufton Capital Management | 6,547 | $0.35M | 0.1% | +3.2% | 0.004% | |
| 7/24/2020 | Crewe Advisors LLC | 468 | $25K | 0.0% | -51.3% | 0.000% | |
| 7/24/2020 | Wooster Corthell Wealth Management Inc. | 9,907 | $0.53M | 0.2% | -8.9% | 0.006% | |
| 7/24/2020 | FCG Advisors LLC | 5,937 | $0.32M | 0.1% | -30.2% | 0.004% | |
| 7/24/2020 | Archford Capital Strategies LLC | 8,346 | $0.45M | 0.1% | -31.4% | 0.005% | |
| 7/24/2020 | Allworth Financial LP | 143,307 | $7.68M | 0.2% | +5.5% | 0.093% | |
| 7/23/2020 | Telos Capital Management Inc. | 44,341 | $2.38M | 0.5% | -1.4% | 0.029% | |
| 7/23/2020 | Kavar Capital Partners LLC | 6,471 | $0.35M | 0.1% | -23.3% | 0.004% | |
| 7/23/2020 | Creative Planning | 4,896,804 | $262.57M | 0.8% | +3.3% | 3.172% | |
| 7/23/2020 | IFG Advisors LLC | 5,590 | $0.30M | 0.2% | -5.3% | 0.004% | |
| 7/23/2020 | Trellis Advisors LLC | 118,348 | $6.35M | 5.0% | -3.8% | 0.077% | |
| 7/23/2020 | Janney Montgomery Scott LLC | 40,516 | $2.17M | 0.0% | -64.6% | 0.026% | |
| 7/23/2020 | Creative Financial Designs Inc. ADV | 9,325 | $0.50M | 0.2% | +11.3% | 0.006% | |
| 7/23/2020 | Bank of Stockton | 89,473 | $4.80M | 2.1% | -2.9% | 0.058% | |
| 7/22/2020 | Financial Consulate Inc. | 5,587 | $0.30M | 0.2% | -7.6% | 0.004% | |
| 7/22/2020 | Nicolet Bankshares Inc. | 5,779 | $0.31M | 0.1% | -5.9% | 0.004% | |
| 7/22/2020 | NBT Bank N A NY | 67,055 | $3.60M | 0.6% | +1.7% | 0.043% | |
| 7/22/2020 | CWM LLC | 5,054 | $0.27M | 0.0% | -72.1% | 0.003% | |
| 7/22/2020 | Day & Ennis LLC | 35,620 | $1.91M | 0.9% | +16.1% | 0.023% | |
| 7/22/2020 | Elm Partners Management LLC | 76,170 | $4.08M | 0.7% | -8.7% | 0.049% | |
| 7/22/2020 | FDx Advisors Inc. | 39,162 | $2.10M | 0.1% | +2.3% | 0.025% | |
| 7/21/2020 | Nwam LLC | 5,121 | $0.28M | 0.0% | -8.0% | 0.003% | |
| 7/21/2020 | Brand Asset Management Group Inc. | 236,707 | $12.69M | 8.1% | -3.6% | 0.153% | |
| 7/21/2020 | Financial Advisory Service Inc. | 5,586 | $0.30M | 0.0% | -16.7% | 0.004% | |
| 7/21/2020 | Price Wealth LLC | 170,207 | $9.13M | 2.7% | -29.8% | 0.110% | |
| 7/21/2020 | Truefg LLC | 3,912 | $0.21M | 0.2% | N/A | 0.003% | |
| 7/20/2020 | Strategic Blueprint LLC | 8,619 | $0.46M | 0.2% | -45.3% | 0.006% | |
| 7/20/2020 | Hardy Reed LLC | 15,853 | $0.85M | 0.3% | -35.0% | 0.010% | |
| 7/20/2020 | SVB Wealth Advisory Inc. | 59,400 | $3.19M | 2.9% | +36.7% | 0.038% | |
| 7/20/2020 | Valeo Financial Advisors LLC | 3,927 | $0.21M | 0.0% | +6.5% | 0.003% | |
| 7/20/2020 | Apella Capital LLC | 4,208 | $0.23M | 0.1% | N/A | 0.003% | |
| 7/20/2020 | TCI Wealth Advisors Inc. | 1,383 | $74K | 0.0% | +100.1% | 0.001% | |
| 7/17/2020 | Prime Capital Investment Advisors LLC | 1,078 | $58K | 0.0% | N/A | 0.001% | |
| 7/17/2020 | Csenge Advisory Group | 13,529 | $0.73M | 0.1% | N/A | 0.009% | |
| 7/17/2020 | Market Street Wealth Management Advisors LLC | 104,578 | $5.61M | 5.1% | -29.0% | 0.068% | |
| 7/17/2020 | Raymond James Financial Services Advisors Inc. | 63,278 | $3.39M | 0.0% | -60.9% | 0.041% | |
| 7/17/2020 | Legato Capital Management LLC | 4,243 | $0.23M | 0.0% | N/A | 0.003% | |
| 7/17/2020 | Trust Co. of Vermont | 2,810 | $0.15M | 0.0% | +259.8% | 0.002% | |
| 7/17/2020 | Montecito Bank & Trust | 6,556 | $0.35M | 0.1% | -4.7% | 0.004% | |
| 7/16/2020 | Parallel Advisors LLC | 8,758 | $0.47M | 0.0% | -23.2% | 0.006% | |
| 7/16/2020 | UMB Bank N A MO | 328,256 | $17.60M | 0.5% | -16.1% | 0.213% | |
| 7/16/2020 | Harbor Investment Advisory LLC | 6,928 | $0.37M | 0.1% | -12.6% | 0.004% | |
| 7/15/2020 | First Citizens Bank & Trust Co. | 138,997 | $7.45M | 0.6% | +28.3% | 0.090% | |
| 7/15/2020 | TIAA FSB | 13,865,314 | $743.46M | 3.5% | -4.2% | 8.980% | |
| 7/15/2020 | Central Bank & Trust Co. | 62,201 | $3.34M | 0.7% | -13.1% | 0.040% | |
| 7/15/2020 | Truewealth LLC | 5,339 | $0.29M | 0.1% | -80.7% | 0.003% | |
| 7/15/2020 | Vista Private Wealth Partners. LLC | 14,337 | $0.77M | 0.5% | +12.5% | 0.009% | |
| 7/15/2020 | BKD Wealth Advisors LLC | 1,185,558 | $63.57M | 4.1% | +50.0% | 0.768% | |
