| 11/24/2020 | Pekin Hardy Strauss Inc. | 111,206 | $2.64M | 0.6% | +7.4% | 0.088% | |
| 11/23/2020 | Eudaimonia Partners LLC | 64,005 | $1.52M | 0.3% | N/A | 0.051% | |
| 11/20/2020 | Kathmere Capital Management LLC | 7,641 | $0.18M | 0.0% | N/A | 0.006% | |
| 11/16/2020 | OLD Mission Capital LLC | 10,372 | $0.25M | 0.0% | -39.6% | 0.008% | |
| 11/16/2020 | Vivaldi Capital Management LLC | 11,545 | $0.30M | 0.1% | -13.8% | 0.009% | |
| 11/13/2020 | Orion Portfolio Solutions LLC | 19,625 | $0.47M | 0.0% | +15.5% | 0.016% | |
| 11/13/2020 | Morgan Stanley | 696,338 | $16.52M | 0.0% | -5.9% | 0.552% | |
| 11/13/2020 | Gilbert & Cook Inc. | 47,059 | $1.12M | 0.3% | -3.7% | 0.038% | |
| 11/12/2020 | Pekin Hardy Strauss Inc. | 111,206 | $2.64M | 0.7% | +7.4% | 0.089% | |
| 11/10/2020 | Covenant Multifamily Offices LLC | 23,290 | $0.55M | 0.1% | +7.4% | 0.019% | |
|
| 11/10/2020 | United Services Automobile Association | 1,178,419 | $27.96M | 0.5% | -4.4% | 0.946% | |
| 11/9/2020 | Your Advocates Ltd. LLP | 395,953 | $9.39M | 7.4% | +0.7% | 0.318% | |
| 11/9/2020 | Edge Capital Group LLC | 142,118 | $3.37M | 0.3% | -6.0% | 0.114% | |
| 11/9/2020 | Madison Wealth Management | 13,120 | $0.31M | 0.1% | +27.8% | 0.011% | |
| 11/9/2020 | Jackson Creek Investment Advisors LLC | 44,067 | $1.05M | 0.5% | N/A | 0.035% | |
| 11/9/2020 | Victory Capital Management Inc. | 5,538,559 | $131.38M | 0.2% | -4.6% | 4.445% | |
| 11/9/2020 | Hengehold Capital Management LLC | 52,024 | $1.23M | 0.2% | -20.6% | 0.042% | |
| 11/9/2020 | LPL Financial LLC | 280,595 | $6.66M | 0.0% | +3.3% | 0.225% | |
| 11/5/2020 | Capital One Financial Corp | 19,302 | $0.46M | 0.1% | -5.0% | 0.015% | |
| 11/5/2020 | Creative Planning | 32,122 | $0.76M | 0.0% | +82.7% | 0.026% | |
| 11/5/2020 | Alpha Omega Wealth Management LLC | 9,554 | $0.23M | 0.0% | N/A | 0.008% | |
| 11/5/2020 | Cabot Wealth Management Inc. | 324,373 | $7.69M | 1.4% | -2.8% | 0.260% | |
| 11/4/2020 | Alps Advisors Inc. | 589,483 | $13.98M | 0.2% | +3.7% | 0.473% | |
| 11/4/2020 | Savant Capital LLC | 602,104 | $14.28M | 1.0% | +150.7% | 0.483% | |
| 11/4/2020 | Financial Advocates Investment Management | 12,504 | $0.30M | 0.0% | -9.7% | 0.010% | |
| 11/4/2020 | Raymond James Financial Services Advisors Inc. | 317,750 | $7.54M | 0.0% | +9.4% | 0.255% | |
| 11/3/2020 | Sentinel Pension Advisors Inc. | 18,288 | $0.43M | 0.2% | -4.8% | 0.015% | |
| 11/3/2020 | Resonant Capital Advisors LLC | 244,782 | $5.81M | 1.7% | +10.9% | 0.196% | |
| 11/3/2020 | Shine Investment Advisory Services Inc. | 34,059 | $0.81M | 0.3% | +30.5% | 0.027% | |
| 11/3/2020 | Lee Financial Co | 776,087 | $18.41M | 5.1% | -5.8% | 0.623% | |
| 11/2/2020 | Ackerman Capital Advisors LLC | 60,186 | $1.43M | 0.4% | -0.7% | 0.048% | |
| 11/2/2020 | IFG Advisory LLC | 46,158 | $1.09M | 0.2% | +10.9% | 0.037% | |
| 11/2/2020 | Townsend Asset Management Corp NC ADV | 20,142 | $0.48M | 0.4% | -35.1% | 0.016% | |
| 11/2/2020 | Beaumont Financial Partners LLC | 50,513 | $1.20M | 0.1% | -78.3% | 0.041% | |
| 11/2/2020 | Relaxing Retirement Coach | 91,242 | $2.17M | 0.9% | +0.7% | 0.073% | |
| 10/29/2020 | Parsons Capital Management Inc. RI | 35,336 | $0.84M | 0.1% | +4.9% | 0.028% | |
| 10/29/2020 | Aspiriant LLC | 49,592 | $1.18M | 0.1% | +106.1% | 0.040% | |
| 10/29/2020 | Cambridge Investment Research Advisors Inc. | 96,016 | $2.28M | 0.0% | -1.0% | 0.077% | |
| 10/28/2020 | Valeo Financial Advisors LLC | 1,933 | $46K | 0.0% | -60.9% | 0.002% | |
| 10/27/2020 | Adams Chetwood Wealth Management LLC | 45,167 | $1.07M | 1.0% | -8.5% | 0.036% | |
| 10/27/2020 | Parallel Advisors LLC | 17,960 | $0.43M | 0.0% | +2.4% | 0.014% | |
| 10/26/2020 | Firestone Capital Management | 19,263 | $0.46M | 0.2% | +6.2% | 0.015% | |
| 10/26/2020 | Vista Wealth Management Group LLC | 18,290 | $0.43M | 0.3% | -2.4% | 0.015% | |
| 10/21/2020 | Boenning & Scattergood Inc. | 39,940 | $0.95M | 0.2% | N/A | 0.032% | |
| 10/21/2020 | Patriot Financial Group Insurance Agency LLC | 7,684 | $0.18M | 0.1% | -5.4% | 0.006% | |
| 10/20/2020 | RHS Financial LLC | 129,817 | $3.08M | 3.1% | +9.1% | 0.104% | |
| 10/20/2020 | Asset Dedication LLC | 240,134 | $5.69M | 1.3% | +14.2% | 0.193% | |
| 10/19/2020 | JJJ Advisors Inc. | 13,190 | $0.31M | 0.2% | -21.0% | 0.011% | |
| 10/19/2020 | Moller Financial Services | 160,267 | $3.80M | 1.7% | -2.9% | 0.129% | |
| 10/19/2020 | Foster & Motley Inc. | 1,015,848 | $24.10M | 2.8% | -0.5% | 0.815% | |
| 10/14/2020 | Avantax Advisory Services Inc. | 38,295 | $0.91M | 0.0% | N/A | 0.031% | |
| 10/9/2020 | Intelligence Driven Advisers LLC | 19,569 | $0.46M | 0.1% | -85.7% | 0.016% | |
| 10/9/2020 | Envestnet Asset Management Inc. | 813,713 | $19.30M | 0.0% | -1.6% | 0.653% | |
| 10/6/2020 | Bangor Savings Bank | 29,801 | $0.71M | 0.1% | +6.2% | 0.024% | |
| 10/6/2020 | Gradient Investments LLC | 3,504 | $83K | 0.0% | +10,205.9% | 0.003% | |
| 9/25/2020 | Your Advocates Ltd. LLP | 393,142 | $9.68M | 6.7% | -7.1% | 0.316% | |
| 9/22/2020 | Atria Investments LLC | 46,645 | $1.09M | 0.0% | N/A | 0.037% | |
| 8/26/2020 | AdvisorNet Financial Inc | 1,990 | $47K | 0.0% | -75.9% | 0.002% | |
| 8/24/2020 | FMR LLC | 285,706 | $6.69M | 0.0% | -90.7% | 0.229% | |
| 8/24/2020 | Asset Dedication LLC | 210,211 | $4.91M | 1.3% | -3.3% | 0.169% | |
| 8/20/2020 | Ackerman Capital Advisors LLC | 60,629 | $1.42M | 0.4% | -69.6% | 0.049% | |
| 8/19/2020 | Orion Portfolio Solutions LLC | 16,984 | $0.40M | 0.0% | +25.5% | 0.014% | |
| 8/17/2020 | Exencial Wealth Advisors LLC | 215,300 | $5.04M | 0.4% | +35.2% | 0.173% | |
| 8/17/2020 | Cheviot Value Management LLC | 25,271 | $0.59M | 0.2% | +4.4% | 0.020% | |
| 8/14/2020 | Intelligence Driven Advisers LLC | 137,299 | $3.21M | 1.1% | +11.0% | 0.110% | |
| 8/14/2020 | Bank of America Corp DE | 389,548 | $9.12M | 0.0% | -7.7% | 0.313% | |
| 8/14/2020 | Advisor Group Holdings Inc. | 34,115 | $0.80M | 0.0% | -47.8% | 0.027% | |
| 8/14/2020 | Baird Financial Group Inc. | 128,443 | $3.83M | 0.0% | -7.9% | 0.103% | |
| 8/13/2020 | Elgethun Capital Management | 602,596 | $13.86M | 8.1% | +19.6% | 0.484% | |
| 8/13/2020 | Vivaldi Capital Management LLC | 13,400 | $0.34M | 0.1% | -36.9% | 0.011% | |
| 8/13/2020 | FMR LLC | 285,706 | $6.69M | 0.0% | -90.7% | 0.229% | |
| 8/13/2020 | Capital One Financial Corp | 20,317 | $0.48M | 0.1% | +77.7% | 0.016% | |
| 8/12/2020 | CLS Investments LLC | 198,764 | $4.65M | 0.2% | +12.4% | 0.160% | |
| 8/12/2020 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 127,250 | $2.98M | 0.3% | +7.9% | 0.102% | |
| 8/11/2020 | Savant Capital LLC | 240,144 | $5.62M | 0.4% | +13.8% | 0.193% | |
| 8/11/2020 | Covenant Multifamily Offices LLC | 21,683 | $0.51M | 0.1% | +15.0% | 0.017% | |
| 8/10/2020 | Valley National Advisers Inc. | 11,414 | $0.27M | 0.1% | -16.9% | 0.009% | |
| 8/10/2020 | IFG Advisory LLC | 41,616 | $0.97M | 0.2% | N/A | 0.033% | |
| 8/7/2020 | PNC Financial Services Group Inc. | 4,421 | $0.10M | 0.0% | -11.5% | 0.004% | |
| 8/6/2020 | Aspiriant LLC | 24,060 | $0.56M | 0.1% | +8.9% | 0.019% | |
| 8/5/2020 | Alps Advisors Inc. | 568,543 | $13.31M | 0.2% | -1.1% | 0.456% | |
| 8/5/2020 | Beaumont Financial Partners LLC | 232,339 | $5.44M | 0.6% | +32.3% | 0.186% | |
| 8/5/2020 | Resonant Capital Advisors LLC | 220,758 | $5.17M | 1.5% | +140.1% | 0.177% | |
| 8/5/2020 | Gilbert & Cook Inc. | 48,843 | $1.14M | 0.3% | -29.1% | 0.039% | |
| 8/5/2020 | Oxford Financial Group Ltd. | 2,946 | $69K | 0.0% | -17.4% | 0.002% | |
| 8/3/2020 | Foster Victor Wealth Advisors LLC | 8,698 | $0.20M | 0.1% | N/A | 0.007% | |
| 7/31/2020 | Merriman Wealth Management LLC | 48,000 | $1.12M | 0.2% | N/A | 0.039% | |
| 7/31/2020 | Hengehold Capital Management LLC | 65,529 | $1.53M | 0.3% | +23.2% | 0.053% | |
| 7/31/2020 | Lincoln National Corp | 222,827 | $5.22M | 0.2% | +0.2% | 0.179% | |
| 7/31/2020 | McAdam LLC | 670,288 | $15.69M | 3.3% | +8.7% | 0.538% | |
| 7/31/2020 | Litman Gregory Asset Management LLC | 11,863 | $0.28M | 0.1% | +503.4% | 0.010% | |
| 7/31/2020 | UBS Group AG | 15,660 | $0.37M | 0.0% | -51.3% | 0.013% | |
| 7/31/2020 | Morningstar Investment Management LLC | 241,856 | $5.66M | 0.8% | -35.6% | 0.194% | |
| 7/30/2020 | Park Avenue Securities LLC | 9,803 | $0.23M | 0.0% | N/A | 0.008% | |
| 7/30/2020 | Morningstar Investment Services LLC | 2,209,051 | $52.20M | 0.9% | -13.3% | 1.773% | |
| 7/29/2020 | Kelman Lazarov Inc. | 384,047 | $8.99M | 4.2% | +28.7% | 0.308% | |
| 7/29/2020 | Silicon Hills Wealth Management LLC | 93,248 | $2.18M | 2.6% | -11.0% | 0.075% | |
| 7/29/2020 | Shine Investment Advisory Services Inc. | 26,092 | $0.61M | 0.2% | -42.1% | 0.021% | |
| 7/29/2020 | Trustcore Financial Services LLC | 3,293 | $77K | 0.0% | +27.5% | 0.003% | |
| 7/28/2020 | Charles Schwab Trust Co | 301,841 | $7.06M | 2.3% | +195.3% | 0.242% | |
