| 8/29/2019 | Hancock Whitney Corp | 45,063 | $2.66M | 0.1% | +12.0% | 0.047% | |
| 8/27/2019 | Rehmann Capital Advisory Group | 416 | $25K | 0.0% | N/A | 0.000% | |
| 8/26/2019 | Atria Investments LLC | 4,635 | $0.26M | 0.0% | +7.5% | 0.005% | |
| 8/23/2019 | Mackenzie Financial Corp | 19,508 | $1.15M | 0.0% | -92.5% | 0.020% | |
| 8/22/2019 | Natixis | 22,144 | $1.31M | 0.0% | +18.4% | 0.023% | |
| 8/21/2019 | Transamerica Financial Advisors Inc. | 28,171 | $1.66M | 0.4% | +899.0% | 0.029% | |
| 8/20/2019 | New England Guild Wealth Advisors Inc. | 88,020 | $5.19M | 3.9% | -12.9% | 0.092% | |
| 8/20/2019 | Ellevest Inc. | 4,486 | $1.93M | 0.8% | -15.0% | 0.005% | |
| 8/17/2019 | Kovitz Investment Group Partners LLC | 19,326 | $1.14M | 0.0% | -4.9% | 0.020% | |
| 8/17/2019 | Royal Bank of Canada | 416,867 | $24.60M | 0.0% | -1.3% | 0.434% | |
| 8/17/2019 | WealthStone Inc. | 6,594 | $0.39M | 0.2% | N/A | 0.007% | |
| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 78,914 | $4.66M | 0.0% | -5.8% | 0.082% | |
| 8/16/2019 | Moneta Group Investment Advisors LLC | 508,000 | $29.97M | 3.0% | +26.5% | 0.529% | |
| 8/15/2019 | Hanlon Investment Management Inc. | 109,603 | $6.47M | 0.5% | -3.0% | 0.114% | |
| 8/15/2019 | Zacks Investment Management | 3,542 | $0.21M | 0.0% | N/A | 0.004% | |
| 8/15/2019 | Jane Street Group LLC | 215,780 | $12.73M | 0.0% | N/A | 0.225% | |
| 8/14/2019 | D. E. Shaw & Co. Inc. | 1,034,916 | $61.06M | 0.1% | +7.3% | 1.077% | |
| 8/14/2019 | Morgan Stanley | 1,273,680 | $75.15M | 0.0% | -0.1% | 1.326% | |
| 8/14/2019 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,804 | $0.58M | 0.1% | +4.2% | 0.010% | |
| 8/14/2019 | Paloma Partners Management Co | 4,505 | $0.27M | 0.0% | N/A | 0.005% | |
| 8/14/2019 | Cahill Financial Advisors Inc. | 34,169 | $2.02M | 0.8% | +4.8% | 0.036% | |
| 8/14/2019 | Bank of America Corp DE | 1,251,532 | $73.84M | 0.0% | -7.5% | 1.303% | |
| 8/14/2019 | Beacon Pointe Advisors LLC | 18,022 | $1.07M | 0.4% | +292.4% | 0.019% | |
| 8/14/2019 | Baker Avenue Asset Management LP | 3,895 | $0.23M | 0.0% | -9.0% | 0.004% | |
| 8/14/2019 | Assetmark Inc. | 609,718 | $35.97M | 0.3% | +0.3% | 0.635% | |
| 8/14/2019 | Mackenzie Financial Corp | 19,508 | $1.15M | 0.0% | -92.5% | 0.020% | |
| 8/14/2019 | Private Advisor Group LLC | 22,641 | $1.34M | 0.0% | -24.3% | 0.024% | |
| 8/13/2019 | BlackRock Inc. | 29,634 | $1.75M | 0.0% | -25.0% | 0.031% | |
| 8/13/2019 | US Bancorp DE | 1,345,539 | $79.39M | 0.2% | -12.5% | 1.400% | |
| 8/13/2019 | HighTower Advisors LLC | 46,275 | $2.73M | 0.0% | -7.2% | 0.048% | |
| 8/13/2019 | AXA | 18,680 | $1.10M | 0.0% | -4.9% | 0.019% | |
| 8/13/2019 | Moneta Group Investment Advisors LLC | 6,006 | $29.97M | 3.0% | -98.5% | 0.006% | |
| 8/13/2019 | MML Investors Services LLC | 13,924 | $0.82M | 0.0% | +6.0% | 0.014% | |
| 8/13/2019 | Natixis | 22,144 | $1.31M | 0.0% | +18.4% | 0.023% | |
| 8/13/2019 | Northern Trust Corp | 40,077 | $2.37M | 0.0% | +10.4% | 0.042% | |
| 8/13/2019 | BerganKDV Wealth Management LLC | 620 | $37K | 0.0% | -49.2% | 0.001% | |
| 8/13/2019 | Alexandria Capital LLC | 91,903 | $5.42M | 0.8% | -2.7% | 0.096% | |
| 8/12/2019 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 69,072 | $4.08M | 0.5% | +4.0% | 0.072% | |
| 8/12/2019 | Charles Schwab Investment Advisory Inc. | 10,716,441 | $632.27M | 1.0% | +0.8% | 11.154% | |
| 8/12/2019 | First Allied Advisory Services Inc. | 42,360 | $2.50M | 0.1% | +6.1% | 0.044% | |
| 8/12/2019 | Bank of New York Mellon Corp | 272,653 | $16.09M | 0.0% | +9.7% | 0.284% | |
| 8/12/2019 | M&T Bank Corp | 2,062,645 | $121.68M | 0.6% | +2.5% | 2.147% | |
| 8/10/2019 | LPL Financial LLC | 188,431 | $11.12M | 0.0% | +19.8% | 0.196% | |
| 8/10/2019 | Emery Howard Portfolio Management Inc. | 310,125 | $18.30M | 3.7% | +1.6% | 0.323% | |
| 8/9/2019 | Bank of Montreal Can | 208,203 | $12.28M | 0.0% | +5.1% | 0.217% | |
| 8/9/2019 | Mission Wealth Management LP | 108,906 | $6.43M | 0.7% | +1.4% | 0.113% | |
| 8/9/2019 | Verity Asset Management Inc. | 3,571 | $0.21M | 0.2% | N/A | 0.004% | |
| 8/9/2019 | Prudential Financial Inc. | 128,880 | $7.60M | 0.0% | +122.2% | 0.134% | |
| 8/9/2019 | Cornerstone Advisory LLC | 40,000 | $2.36M | 0.5% | -19.2% | 0.042% | |
| 8/8/2019 | Price Wealth Management Inc. | 48,144 | $2.84M | 0.9% | +0.7% | 0.050% | |
| 8/7/2019 | Valmark Advisers Inc. | 2,001,369 | $118.08M | 2.6% | -0.3% | 2.083% | |
| 8/7/2019 | Keystone Financial Group | 7,102 | $0.42M | 0.1% | +5.3% | 0.007% | |
| 8/7/2019 | Commerce Bank | 110,355 | $6.51M | 0.1% | -0.4% | 0.115% | |
| 8/7/2019 | Banque Pictet & Cie SA | 35,300 | $2.08M | 0.0% | +2.0% | 0.037% | |
| 8/7/2019 | JPMorgan Chase & Co. | 120,923 | $7.11M | 0.0% | +7,013.1% | 0.125% | |
| 8/7/2019 | Efficient Advisors LLC | 20,015 | $1.18M | 0.2% | -1.3% | 0.021% | |
| 8/7/2019 | Beacon Investment Advisory Services Inc. | 50,068 | $2.95M | 0.3% | -6.9% | 0.052% | |
| 8/6/2019 | Wells Fargo & Company MN | 6,015,684 | $354.93M | 0.1% | -0.1% | 6.242% | |
| 8/6/2019 | Lincoln National Corp | 246,175 | $14.52M | 0.6% | +1.9% | 0.255% | |
| 8/6/2019 | Total Wealth Planning LLC | 77,793 | $4.59M | 2.7% | -4.2% | 0.081% | |
| 8/6/2019 | Phillips Financial Management LLC | 10,559 | $0.63M | 0.1% | +3.7% | 0.011% | |
| 8/6/2019 | H D Vest Advisory Services | 4,296 | $0.25M | 0.0% | +5.1% | 0.004% | |
| 8/5/2019 | Vista Capital Partners Inc. | 12,456 | $0.74M | 0.1% | -12.7% | 0.013% | |
| 8/5/2019 | Great Lakes Advisors LLC | 362,343 | $21.38M | 0.5% | -2.4% | 0.376% | |
| 8/5/2019 | Cutler Investment Counsel LLC | 213,817 | $12.62M | 2.4% | -1.3% | 0.222% | |
| 8/5/2019 | Wintrust Investments LLC | 8,460 | $0.50M | 0.1% | +21.5% | 0.009% | |
| 8/5/2019 | Parallel Advisors LLC | 8,992 | $0.53M | 0.1% | +30.7% | 0.009% | |
| 8/5/2019 | Brighton Jones LLC | 60,859 | $3.59M | 0.4% | +1.6% | 0.063% | |
| 8/5/2019 | Sullivan Bruyette Speros & Blaney LLC | 43,752 | $2.58M | 0.2% | -4.7% | 0.045% | |
| 8/5/2019 | Massey Quick Simon & CO. LLC | 450 | $27K | 0.0% | N/A | 0.000% | |
| 8/5/2019 | Huber Financial Advisors LLC | 7,794 | $0.46M | 0.2% | -2.5% | 0.008% | |
| 8/5/2019 | GWM Advisors LLC | 8,665 | $0.51M | 0.0% | -4.5% | 0.009% | |
| 8/5/2019 | Buckingham Asset Management LLC | 4,848 | $0.29M | 0.0% | -6.8% | 0.005% | |
| 8/2/2019 | JMG Financial Group Ltd. | 191,711 | $11.31M | 1.2% | +4.1% | 0.199% | |
| 8/2/2019 | Cpwm LLC | 7,195 | $0.43M | 0.1% | N/A | 0.007% | |
| 8/2/2019 | Leicht Financial Planning & Wealth Management Inc. | 51,713 | $3.05M | 3.0% | +78.4% | 0.054% | |
| 8/2/2019 | Envestnet Asset Management Inc. | 197,795 | $11.67M | 0.0% | +3.3% | 0.205% | |
| 8/1/2019 | Twin Capital Management Inc. | 39,490 | $2.33M | 0.2% | +54.4% | 0.041% | |
| 8/1/2019 | GFS Advisors LLC | 4,572 | $0.27M | 0.1% | -5.2% | 0.005% | |
| 8/1/2019 | Wedbush Securities Inc. | 3,838 | $0.23M | 0.0% | N/A | 0.004% | |
| 7/31/2019 | Wrapmanager Inc. | 3,402 | $0.20M | 0.1% | -10.1% | 0.004% | |
| 7/31/2019 | NextCapital Advisers Inc. | 263,466 | $8.75M | 0.7% | +127.1% | 0.273% | |
| 7/31/2019 | Ropes Wealth Advisors LLC | 527 | $31K | 0.0% | N/A | 0.001% | |
| 7/31/2019 | Advisor Group Inc. | 25,639 | $1.51M | 0.0% | -6.1% | 0.027% | |
| 7/30/2019 | St. Louis Trust Co | 16,545 | $0.98M | 0.3% | +3.0% | 0.017% | |
| 7/30/2019 | Investment Partners LTD. | 5,333 | $0.32M | 0.2% | -14.2% | 0.006% | |
| 7/30/2019 | Boston Advisors LLC | 13,569 | $0.80M | 0.0% | -4.7% | 0.014% | |
| 7/30/2019 | Hudock Capital Group LLC | 123,454 | $7.28M | 2.6% | -0.3% | 0.127% | |
| 7/30/2019 | Harbor Advisory Corp MA | 73,973 | $4.36M | 3.9% | -0.8% | 0.076% | |
| 7/30/2019 | Private Ocean LLC | 2,942 | $0.17M | 0.0% | -41.8% | 0.003% | |
| 7/29/2019 | Janney Montgomery Scott LLC | 5,295 | $0.31M | 0.0% | +3.8% | 0.005% | |
| 7/29/2019 | Stelac Advisory Services LLC | 21,292 | $1.26M | 1.0% | -40.0% | 0.022% | |
| 6/30/2019 | Bailard Inc. | 5,614 | $0.33M | 0.0% | -5.2% | 0.006% | |
| 6/30/2019 | Regal Investment Advisors LLC | 10,347 | $0.61M | 0.1% | +3.8% | 0.011% | |
| 6/30/2019 | MD Financial Management Inc. | 207,885 | $12.27M | 0.6% | N/A | 0.214% | |
| 6/30/2019 | Creative Planning | 25,119 | $1.48M | 0.0% | -66.3% | 0.026% | |
| 6/30/2019 | Steward Partners Investment Advisory LLC | 3,279 | $0.19M | 0.0% | -15.8% | 0.003% | |
| 6/30/2019 | Atlas Capital Advisors LLC | 22,954 | $1.35M | 0.4% | +1.3% | 0.024% | |
| 6/30/2019 | Shine Investment Advisory Services Inc. | 2,300 | $0.14M | 0.1% | -33.1% | 0.002% | |
| 6/30/2019 | Ballentine Partners LLC | 443,113 | $26.14M | 1.3% | +2.6% | 0.456% | |
