| 11/17/2020 | Captrust Financial Advisors | 11,684 | $0.68M | 0.0% | -58.9% | 0.065% | |
| 11/6/2020 | AdvisorNet Financial Inc | 15,551 | $0.90M | 0.1% | -8.6% | 0.087% | |
| 10/29/2020 | Cambridge Investment Research Advisors Inc. | 322,099 | $18.68M | 0.1% | +0.7% | 1.810% | |
| 10/23/2020 | Harbor Investment Advisory LLC | 1,840 | $0.11M | 0.0% | +14.1% | 0.010% | |
| 10/22/2020 | Marino Stram & Associates LLC | 40,888 | $2.37M | 1.3% | -4.2% | 0.228% | |
| 10/20/2020 | Lbmc Investment Advisors LLC | 158,302 | $9.18M | 1.3% | +1.6% | 0.887% | |
| 10/20/2020 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 19,495 | $1.13M | 0.2% | -7.9% | 0.109% | |
| 10/19/2020 | Archford Capital Strategies LLC | 38,417 | $2.23M | 0.6% | -4.1% | 0.215% | |
| 10/13/2020 | CX Institutional | 20,091 | $1.17M | 0.1% | +10.6% | 0.112% | |
| 10/13/2020 | Flagship Harbor Advisors LLC | 629 | $36K | 0.0% | -74.8% | 0.004% | |
|
| 10/9/2020 | Braun Bostich & Associates Inc. | 1,624 | $94K | 0.1% | +13.3% | 0.009% | |
| 10/9/2020 | TRUE Private Wealth Advisors | 2,620 | $0.15M | 0.0% | -15.1% | 0.015% | |
| 8/26/2020 | AdvisorNet Financial Inc | 17,017 | $0.93M | 0.1% | +8.2% | 0.095% | |
| 8/14/2020 | Captrust Financial Advisors | 28,425 | $1.56M | 0.0% | +82.4% | 0.159% | |
| 8/14/2020 | Peregrine Asset Advisers Inc. | 102,377 | $5.62M | 3.2% | +17.8% | 0.572% | |
| 8/13/2020 | Cpwm LLC | 12,247 | $0.67M | 0.1% | N/A | 0.068% | |
| 8/12/2020 | Cahill Financial Advisors Inc. | 5,141 | $0.28M | 0.1% | +3.7% | 0.029% | |
| 8/11/2020 | Assetmark Inc. | 306,317 | $16.81M | 0.1% | -9.0% | 1.711% | |
| 8/10/2020 | Paracle Advisors LLC | 5,941 | $0.33M | 0.1% | +13.9% | 0.033% | |
| 8/6/2020 | Brandywine Oak Private Wealth LLC | 4,522 | $0.25M | 0.0% | N/A | 0.025% | |
| 8/6/2020 | CX Institutional | 18,170 | $1M | 0.1% | +1.6% | 0.102% | |
| 8/3/2020 | Coastal Capital Group Inc. | 916 | $50K | 0.0% | +60.1% | 0.005% | |
| 8/3/2020 | C J Advisory Inc. | 4,103 | $0.23M | 0.2% | N/A | 0.023% | |
| 8/3/2020 | Cribstone Capital Management LLC | 448 | $25K | 0.0% | -56.5% | 0.003% | |
| 7/29/2020 | SlateStone Wealth LLC | 5,417 | $0.30M | 0.1% | +4.1% | 0.030% | |
| 7/27/2020 | Cambridge Investment Research Advisors Inc. | 319,804 | $17.55M | 0.1% | +25.2% | 1.782% | |
| 7/24/2020 | Archford Capital Strategies LLC | 40,052 | $2.20M | 0.7% | +1.0% | 0.223% | |
| 7/24/2020 | Weaver Consulting Group | 29,834 | $1.64M | 1.0% | -1.4% | 0.166% | |
| 7/16/2020 | Harbor Investment Advisory LLC | 1,613 | $88K | 0.0% | +20.1% | 0.009% | |
| 7/14/2020 | Lbmc Investment Advisors LLC | 155,866 | $8.55M | 1.3% | +1.0% | 0.868% | |
| 7/7/2020 | TRUE Private Wealth Advisors | 3,087 | $0.17M | 0.0% | -27.5% | 0.017% | |
| 7/2/2020 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 21,159 | $1.16M | 0.2% | -8.0% | 0.118% | |
| 6/1/2020 | Waterloo Capital L.P. | 48,835 | $2.32M | 1.6% | N/A | 0.273% | |
| 5/18/2020 | Cahill Financial Advisors Inc. | 4,958 | $0.24M | 0.1% | +8.1% | 0.028% | |
| 5/15/2020 | United Capital Financial Advisers LLC | 19,080 | $0.91M | 0.0% | +1.3% | 0.106% | |
| 5/13/2020 | US Bancorp DE | 2,426 | $0.12M | 0.0% | -10.5% | 0.013% | |
| 5/11/2020 | Harbor Investment Advisory LLC | 1,343 | $64K | 0.0% | +71.3% | 0.007% | |
| 5/11/2020 | Braun Bostich & Associates Inc. | 1,406 | $65K | 0.1% | +34.9% | 0.008% | |
| 5/8/2020 | Cambridge Investment Research Advisors Inc. | 255,360 | $12.12M | 0.1% | +3.2% | 1.407% | |
| 5/7/2020 | Private Capital Group LLC | 3,616 | $0.17M | 0.0% | -19.6% | 0.020% | |
| 5/6/2020 | Paracle Advisors LLC | 5,216 | $0.25M | 0.1% | N/A | 0.029% | |
| 5/6/2020 | Bank of New York Mellon Corp | 7,825 | $0.37M | 0.0% | N/A | 0.043% | |
| 5/5/2020 | Marino Stram & Associates LLC | 44,004 | $2.09M | 1.6% | -18.9% | 0.242% | |
| 5/1/2020 | Harwood Advisory Group LLC | 1,245 | $58K | 0.0% | N/A | 0.007% | |
| 4/29/2020 | Steward Partners Investment Advisory LLC | 840 | $39K | 0.0% | N/A | 0.004% | |
| 4/29/2020 | Archford Capital Strategies LLC | 39,636 | $1.88M | 0.7% | -2.7% | 0.217% | |
| 4/29/2020 | CX Institutional | 17,879 | $0.85M | 0.1% | +29.7% | 0.098% | |
| 4/28/2020 | Weaver Consulting Group | 30,265 | $1.44M | 0.9% | -12.6% | 0.165% | |
| 4/27/2020 | Parallel Advisors LLC | 553 | $26K | 0.0% | -96.1% | 0.003% | |
| 4/21/2020 | Lbmc Investment Advisors LLC | 154,323 | $7.32M | 1.4% | -0.7% | 0.836% | |
| 4/20/2020 | TRUE Private Wealth Advisors | 4,255 | $0.20M | 0.0% | +296.9% | 0.023% | |
| 4/9/2020 | Coastal Capital Group Inc. | 572 | $27K | 0.0% | +86.3% | 0.003% | |
| 4/1/2020 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 22,989 | $1.09M | 0.2% | -1.9% | 0.126% | |
| 2/18/2020 | Wealthquest Corp | 10,165 | $0.59M | 0.2% | +5.9% | 0.056% | |
| 2/12/2020 | NewDay Solutions LLC | 5,873 | $0.34M | 0.3% | -13.8% | 0.032% | |
| 2/11/2020 | Midwest Professional Planners LTD. | 3,623 | $0.21M | 0.2% | -16.8% | 0.020% | |
| 2/11/2020 | Assetmark Inc. | 333,072 | $19.32M | 0.1% | +5.0% | 1.835% | |
| 2/11/2020 | Global Financial Private Capital Inc | 821 | $48K | 0.0% | N/A | 0.005% | |
| 2/7/2020 | IFG Advisory LLC | 6,436 | $0.37M | 0.1% | N/A | 0.036% | |
| 2/6/2020 | SlateStone Wealth LLC | 5,218 | $0.30M | 0.1% | N/A | 0.029% | |
| 2/4/2020 | US Bancorp DE | 2,712 | $0.16M | 0.0% | +2,558.8% | 0.015% | |
| 2/4/2020 | Tobias Financial Advisors Inc. | 8,450 | $0.49M | 0.3% | N/A | 0.047% | |
| 2/4/2020 | Cambridge Investment Research Advisors Inc. | 247,557 | $14.36M | 0.1% | +6.8% | 1.368% | |
| 1/31/2020 | Weaver Consulting Group | 34,643 | $1.90M | 1.0% | +7.8% | 0.191% | |
| 1/29/2020 | Braun Bostich & Associates Inc. | 1,042 | $61K | 0.1% | N/A | 0.006% | |
| 1/27/2020 | TRUE Private Wealth Advisors | 1,072 | $62K | 0.0% | N/A | 0.006% | |
| 1/22/2020 | Lbmc Investment Advisors LLC | 155,444 | $9.02M | 1.3% | +2.7% | 0.854% | |
| 1/22/2020 | Patriot Financial Group Insurance Agency LLC | 785 | $46K | 0.0% | +181.4% | 0.004% | |
| 1/16/2020 | We Are One Seven LLC | 3,530 | $0.20M | 0.1% | N/A | 0.019% | |
| 1/15/2020 | Archford Capital Strategies LLC | 40,715 | $2.36M | 0.8% | -1.5% | 0.224% | |
| 1/8/2020 | Cribstone Capital Management LLC | 1,029 | $60K | 0.1% | -20.0% | 0.006% | |
| 11/27/2019 | Wealth & Pension Services Group Inc. | 14,719 | $0.81M | 0.6% | +1.8% | 0.081% | |
| 10/28/2019 | Cambridge Investment Research Advisors Inc. | 183,793 | $10.14M | 0.1% | -1.2% | 1.044% | |
| 10/28/2019 | Paracle Advisors LLC | 3,916 | $0.22M | 0.1% | -6.7% | 0.022% | |
| 10/24/2019 | Lbmc Investment Advisors LLC | 151,355 | $8.31M | 1.3% | +0.4% | 0.862% | |
| 10/23/2019 | AdvisorNet Financial Inc | 20,243 | $1.11M | 0.1% | +2.6% | 0.115% | |
| 10/23/2019 | Archford Capital Strategies LLC | 41,337 | $2.27M | 0.8% | -4.5% | 0.236% | |
| 10/18/2019 | Wealthquest Corp | 9,602 | $0.53M | 0.2% | -11.8% | 0.055% | |
| 10/15/2019 | Sterling Investment Advisors Ltd. | 915 | $0.10M | 0.1% | +32.6% | 0.005% | |
| 10/15/2019 | Marino Stram & Associates LLC | 55,870 | $3.07M | 2.2% | +0.5% | 0.319% | |
| 10/10/2019 | CX Institutional | 13,727 | $0.75M | 0.1% | +2.2% | 0.078% | |
| 10/9/2019 | C J Advisory Inc | 3,745 | $0.21M | 0.1% | +13.4% | 0.021% | |
| 10/9/2019 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 23,502 | $1.29M | 0.2% | +11.6% | 0.134% | |
| 8/17/2019 | NewDay Solutions LLC | 6,910 | $0.38M | 0.3% | N/A | 0.039% | |
| 8/17/2019 | Private Capital Group LLC | 4,471 | $0.24M | 0.1% | -8.9% | 0.026% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 185,957 | $10.26M | 0.1% | -1.9% | 1.063% | |
| 8/14/2019 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 21,067 | $1.16M | 0.2% | +1.0% | 0.120% | |
| 8/14/2019 | Cahill Financial Advisors Inc. | 4,555 | $0.25M | 0.1% | -6.1% | 0.026% | |
| 8/14/2019 | Assetmark Inc. | 271,597 | $14.98M | 0.1% | +5.6% | 1.552% | |
| 8/13/2019 | United Capital Financial Advisers LLC | 19,108 | $1.05M | 0.0% | +31.6% | 0.109% | |
| 8/13/2019 | Captrust Financial Advisors | 126,781 | $6.99M | 0.3% | +1.1% | 0.724% | |
| 8/13/2019 | Paracle Advisors LLC | 4,198 | $0.23M | 0.1% | +5.7% | 0.024% | |
| 8/12/2019 | Midwest Professional Planners LTD. | 3,705 | $0.20M | 0.2% | -22.9% | 0.021% | |
| 8/9/2019 | Financial Advocates Investment Management | 4,072 | $0.23M | 0.0% | -10.2% | 0.023% | |
| 8/5/2019 | Parallel Advisors LLC | 14,107 | $0.78M | 0.1% | +1.7% | 0.081% | |
| 8/5/2019 | Weaver Consulting Group | 32,058 | $1.77M | 1.0% | -5.6% | 0.184% | |
| 8/1/2019 | TRUE Private Wealth Advisors | 1,008 | $55K | 0.0% | N/A | 0.006% | |
| 6/30/2019 | Cribstone Capital Management LLC | 1,287 | $71K | 0.0% | +44.3% | 0.007% | |
| 6/30/2019 | Wealthquest Corp | 10,886 | $0.60M | 0.2% | -4.7% | 0.063% | |
| 6/30/2019 | Marino Stram & Associates LLC | 55,605 | $3.07M | 2.2% | -5.6% | 0.320% | |
