| 8/12/2020 | Kovitz Investment Group Partners LLC | 16,314 | $0.76M | 0.0% | N/A | 0.017% | |
| 8/12/2020 | Bank of Montreal Can | 181,928 | $8.69M | 0.0% | +1.4% | 0.194% | |
| 8/12/2020 | Moneta Group Investment Advisors LLC | 596,464 | $27.83M | 2.6% | -0.6% | 0.636% | |
| 8/12/2020 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 79,578 | $3.71M | 0.3% | +12.7% | 0.085% | |
| 8/12/2020 | Sullivan Bruyette Speros & Blaney LLC | 27,292 | $1.27M | 0.1% | -31.5% | 0.029% | |
| 8/12/2020 | Goldman Sachs Group Inc. | 2,078,582 | $96.99M | 0.0% | -10.3% | 2.217% | |
| 8/12/2020 | Personal Capital Advisors Corp | 5,784,688 | $269.91M | 2.2% | +14.0% | 6.144% | |
| 8/12/2020 | Bank of New York Mellon Corp | 419,645 | $19.58M | 0.0% | +13.3% | 0.446% | |
| 8/12/2020 | Cahill Financial Advisors Inc. | 37,796 | $1.76M | 0.7% | +5.9% | 0.040% | |
| 8/12/2020 | Blair William & Co. IL | 89,647 | $4.18M | 0.0% | -36.3% | 0.095% | |
|
| 8/12/2020 | Rockefeller Capital Management L.P. | 985 | $46K | 0.0% | -42.4% | 0.001% | |
| 8/12/2020 | Commonwealth Equity Services LLC | 50,550 | $2.36M | 0.0% | -6.4% | 0.054% | |
| 8/11/2020 | Assetmark Inc. | 759,475 | $35.44M | 0.3% | +25.2% | 0.807% | |
| 8/11/2020 | Pacific Capital Wealth Advisors Inc. | 52,220 | $2.44M | 1.7% | +18.4% | 0.055% | |
| 8/11/2020 | Brighton Jones LLC | 20,010 | $0.93M | 0.1% | -58.0% | 0.021% | |
| 8/11/2020 | Chilton Capital Management LLC | 477,100 | $22.26M | 1.9% | +168.3% | 0.507% | |
| 8/10/2020 | Eqis Capital Management Inc. | 41,854 | $1.95M | 0.2% | -11.6% | 0.044% | |
| 8/10/2020 | Cornerstone Advisory LLC | 29,074 | $1.36M | 0.4% | +4.5% | 0.031% | |
| 8/10/2020 | Advisory Services Network LLC | 19,345 | $0.90M | 0.0% | -5.1% | 0.020% | |
| 8/10/2020 | Cambria Investment Management L.P. | 51,154 | $2.39M | 0.9% | -10.4% | 0.054% | |
| 8/10/2020 | HighTower Advisors LLC | 13,148 | $0.61M | 0.0% | -27.8% | 0.014% | |
| 8/7/2020 | Truepoint Inc. | 151,248 | $7.06M | 0.6% | -58.1% | 0.160% | |
| 8/7/2020 | Coastline Trust Co | 31,620 | $1.48M | 0.2% | -12.5% | 0.033% | |
| 8/7/2020 | Wintrust Investments LLC | 9,680 | $0.45M | 0.1% | -2.7% | 0.010% | |
| 8/7/2020 | Strategic Financial Planning Inc. | 63,864 | $2.98M | 3.3% | +9.5% | 0.068% | |
| 8/7/2020 | Phillips Financial Management LLC | 10,548 | $0.49M | 0.1% | -13.2% | 0.011% | |
| 8/7/2020 | Trexquant Investment LP | 5,674 | $0.27M | 0.0% | -79.4% | 0.006% | |
| 8/7/2020 | PNC Financial Services Group Inc. | 25,232 | $1.18M | 0.0% | -1.8% | 0.027% | |
| 8/7/2020 | Petix & Botte Co | 8,663 | $0.20M | 0.2% | +52.9% | 0.009% | |
| 8/7/2020 | US Bancorp DE | 677,459 | $31.61M | 0.1% | -16.6% | 0.717% | |
| 8/7/2020 | Great Lakes Advisors LLC | 232,455 | $10.85M | 0.3% | -19.0% | 0.246% | |
| 8/6/2020 | Steward Partners Investment Advisory LLC | 1,027 | $48K | 0.0% | -31.8% | 0.001% | |
| 8/6/2020 | Aspiriant LLC | 57,456 | $2.68M | 0.2% | -90.6% | 0.061% | |
| 8/6/2020 | Sawtooth Solutions LLC | 15,079 | $0.70M | 0.0% | +11.2% | 0.016% | |
| 8/6/2020 | Tortoise Investment Management LLC | 4,542 | $0.21M | 0.1% | -14.7% | 0.005% | |
| 8/6/2020 | Marble Harbor Investment Counsel LLC | 4,300 | $0.20M | 0.0% | -21.8% | 0.005% | |
| 8/6/2020 | MUFG Americas Holdings Corp | 3,438 | $0.16M | 0.0% | -22.3% | 0.004% | |
| 8/6/2020 | St. Louis Trust Co | 7,155 | $0.33M | 0.1% | -55.5% | 0.008% | |
| 8/6/2020 | Avantax Advisory Services Inc. | 7,201 | $0.34M | 0.0% | +3.2% | 0.008% | |
| 8/5/2020 | AdvicePeriod LLC | 12,406 | $0.58M | 0.1% | -8.7% | 0.013% | |
| 8/5/2020 | Fifth Third Bancorp | 16,879 | $0.79M | 0.0% | -5.8% | 0.018% | |
| 8/5/2020 | Filament LLC | 54,419 | $2.54M | 0.8% | -1.1% | 0.057% | |
| 8/5/2020 | AE Wealth Management LLC | 26,951 | $1.26M | 0.0% | +4.6% | 0.028% | |
| 8/5/2020 | Mutual Advisors LLC | 4,679 | $0.22M | 0.0% | -71.3% | 0.005% | |
| 8/4/2020 | Cedar Wealth Management LLC | 8,946 | $0.42M | 0.3% | +24.5% | 0.009% | |
| 8/4/2020 | Klingman & Associates LLC | 4,298 | $0.20M | 0.0% | N/A | 0.005% | |
| 8/4/2020 | Twin Capital Management Inc. | 36,700 | $1.71M | 0.2% | -3.4% | 0.039% | |
| 8/4/2020 | Harbor Advisory Corp MA | 73,588 | $3.43M | 3.5% | -2.8% | 0.078% | |
| 8/3/2020 | American Investment Services Inc. | 13,496 | $0.63M | 0.2% | +6.0% | 0.014% | |
| 8/3/2020 | Bartlett & Co. LLC | 3,674 | $0.17M | 0.0% | N/A | 0.004% | |
| 8/3/2020 | Regal Investment Advisors LLC | 12,141 | $0.57M | 0.1% | +21.4% | 0.013% | |
| 8/3/2020 | Mission Wealth Management LP | 49,531 | $2.31M | 0.2% | -3.1% | 0.052% | |
| 8/3/2020 | Buckingham Asset Management LLC | 20,057 | $0.94M | 0.1% | -14.0% | 0.021% | |
| 7/31/2020 | Merriman Wealth Management LLC | 5,031 | $0.24M | 0.0% | -13.2% | 0.005% | |
| 7/31/2020 | Valmark Advisers Inc. | 2,118,591 | $98.85M | 2.3% | -2.8% | 2.236% | |
| 7/31/2020 | Edmonds Duncan Registered Investment Advisors LLC | 21,063 | $0.98M | 0.4% | -1.0% | 0.022% | |
| 7/31/2020 | Lincoln National Corp | 345,579 | $16.13M | 0.5% | +6.8% | 0.365% | |
| 7/31/2020 | Verus Financial Partners Inc. | 4,721 | $0.22M | 0.0% | N/A | 0.005% | |
| 7/31/2020 | SOL Capital Management CO | 20,650 | $0.96M | 0.3% | -7.2% | 0.022% | |
| 7/31/2020 | UBS Group AG | 158,970 | $7.42M | 0.0% | +1.0% | 0.168% | |
| 7/31/2020 | Jordan Park Group LLC | 23,505 | $1.10M | 0.1% | -79.0% | 0.025% | |
| 7/31/2020 | Ballentine Partners LLC | 402,324 | $18.77M | 0.9% | -10.8% | 0.425% | |
| 7/31/2020 | Managed Account Services Inc. | 49,754 | $2.35M | 0.9% | +12.5% | 0.053% | |
| 7/31/2020 | CVA Family Office LLC | 2,279 | $0.11M | 0.1% | +11.5% | 0.002% | |
| 7/31/2020 | Dowling & Yahnke LLC | 205,303 | $9.58M | 0.8% | +12.3% | 0.217% | |
| 7/30/2020 | Hancock Whitney Corp | 38,530 | $1.80M | 0.1% | -19.9% | 0.041% | |
| 7/30/2020 | JNB Advisors LLC | 7,323 | $0.34M | 0.1% | -20.3% | 0.008% | |
| 7/30/2020 | Signaturefd LLC | 1,602 | $75K | 0.0% | -64.4% | 0.002% | |
| 7/30/2020 | Gables Capital Management Inc. | 2,000 | $93K | 0.1% | N/A | 0.002% | |
| 7/30/2020 | Sage Rhino Capital LLC | 21,381 | $1M | 0.5% | +5.7% | 0.023% | |
| 7/29/2020 | M&T Bank Corp | 1,079,128 | $50.35M | 0.3% | -34.3% | 1.139% | |
| 7/29/2020 | GWM Advisors LLC | 37,729 | $1.76M | 0.1% | +329.0% | 0.040% | |
| 7/28/2020 | Atlas Capital Advisors LLC | 40,185 | $1.88M | 0.4% | +31.6% | 0.042% | |
| 7/28/2020 | Charles Schwab Trust Co | 42,729 | $1.99M | 0.7% | -10.2% | 0.045% | |
| 7/28/2020 | Millburn Ridgefield Corp | 721 | $34K | 0.0% | +48.4% | 0.001% | |
| 7/28/2020 | Gradient Capital Advisors LLC | 38,471 | $1.80M | 1.2% | +15.9% | 0.040% | |
| 7/27/2020 | Country Trust Bank | 79,368 | $3.70M | 0.1% | -20.5% | 0.084% | |
| 7/27/2020 | Paragon Capital Management Ltd | 59,105 | $2.76M | 1.2% | +5.1% | 0.062% | |
| 7/27/2020 | MAI Capital Management | 4,403 | $0.21M | 0.0% | N/A | 0.005% | |
| 7/24/2020 | Private Ocean LLC | 3,057 | $0.14M | 0.0% | +82.2% | 0.003% | |
| 7/23/2020 | Creative Planning | 72,698 | $3.39M | 0.0% | +46.9% | 0.076% | |
| 7/22/2020 | Liberty One Investment Management LLC | 14,588 | $0.68M | 0.2% | +8.7% | 0.015% | |
| 7/22/2020 | Elm Partners Management LLC | 153,337 | $7.16M | 1.3% | +57.5% | 0.161% | |
| 7/21/2020 | Annex Advisory Services LLC | 26,978 | $1.26M | 0.2% | -6.7% | 0.028% | |
| 7/21/2020 | Investors Research Corp | 1,114 | $52K | 0.0% | N/A | 0.001% | |
| 7/20/2020 | Verde Capital Management | 17,802 | $0.83M | 0.5% | N/A | 0.019% | |
| 7/20/2020 | Moller Financial Services | 116,055 | $5.42M | 2.4% | +75.9% | 0.122% | |
| 7/20/2020 | Valeo Financial Advisors LLC | 571 | $27K | 0.0% | +14,175.0% | 0.001% | |
| 7/20/2020 | Symmetry Partners LLC | 45,690 | $2.13M | 0.3% | +5.0% | 0.048% | |
| 7/17/2020 | JMG Financial Group Ltd. | 208,583 | $9.73M | 0.9% | +12.8% | 0.219% | |
| 7/17/2020 | Csenge Advisory Group | 6,243 | $0.29M | 0.0% | N/A | 0.007% | |
| 7/17/2020 | Raymond James Financial Services Advisors Inc. | 61,809 | $2.88M | 0.0% | -22.0% | 0.065% | |
| 7/17/2020 | Sentinel Pension Advisors Inc. | 8,835 | $0.41M | 0.2% | -8.3% | 0.009% | |
| 7/17/2020 | TFO TDC LLC | 176,378 | $8.23M | 3.2% | -5.1% | 0.186% | |
| 7/16/2020 | Parallel Advisors LLC | 2,081 | $97K | 0.0% | -78.4% | 0.002% | |
| 7/16/2020 | Wedbush Securities Inc. | 8,791 | $0.41M | 0.0% | -6.1% | 0.009% | |
| 7/15/2020 | First Citizens Bank & Trust Co. | 7,856 | $0.37M | 0.0% | +42.1% | 0.008% | |
| 7/15/2020 | Capital Insight Partners LLC | 74,183 | $3.46M | 1.1% | +0.4% | 0.078% | |
| 7/14/2020 | Conservest Capital Advisors Inc. | 264,520 | $12.34M | 1.8% | -13.8% | 0.278% | |
| 7/13/2020 | Northwest Wealth Management LLC | 5,362 | $0.25M | 0.2% | +12.0% | 0.006% | |
