| 1/15/2021 | Prairiewood Capital LLC | 112,375 | $5.03M | 5.1% | N/A | 0.342% | |
| 1/12/2021 | Pure Financial Advisors Inc. | 1,110,838 | $49.74M | 6.0% | -0.9% | 3.379% | |
| 1/11/2021 | Moller Financial Services | 10,296 | $0.46M | 0.2% | N/A | 0.031% | |
| 1/8/2021 | Old Port Advisors | 59,947 | $2.74M | 1.2% | +3.4% | 0.192% | |
| 1/4/2021 | Boltwood Capital Management | 26,115 | $1.17M | 0.6% | -6.3% | 0.092% | |
| 12/3/2020 | Brinker Capital Investments LLC | 190,181 | $7.14M | 0.1% | +7.1% | 0.671% | |
| 11/17/2020 | Cahill Financial Advisors Inc. | 62,411 | $2.34M | 0.8% | +1.9% | 0.229% | |
| 11/17/2020 | Jane Street Group LLC | 255,293 | $9.59M | 0.0% | +22.6% | 0.939% | |
| 11/17/2020 | Garde Capital Inc. | 105,755 | $3.97M | 0.6% | -34.5% | 0.389% | |
| 11/13/2020 | CBIZ Investment Advisory Services LLC | 1,057 | $39K | 0.0% | -76.5% | 0.004% | |
|
| 11/13/2020 | Lake Street Advisors Group LLC | 97,966 | $3.68M | 0.3% | +1.1% | 0.360% | |
| 11/13/2020 | Morgan Stanley | 838,603 | $31.49M | 0.0% | +0.6% | 3.083% | |
| 11/11/2020 | United Bank | 110,835 | $4.16M | 0.7% | +4.6% | 0.391% | |
| 11/9/2020 | The Manufacturers Life Insurance Company | 26,976 | $1.01M | 0.0% | +262.0% | 0.099% | |
| 11/9/2020 | Valmark Advisers Inc. | 118,688 | $4.46M | 0.1% | -14.2% | 0.436% | |
| 11/9/2020 | LPL Financial LLC | 25,929 | $0.97M | 0.0% | +7.2% | 0.095% | |
| 11/6/2020 | Principal Financial Group Inc. | 184,364 | $6.92M | 0.0% | -31.6% | 0.678% | |
| 11/6/2020 | Phillips Financial Management LLC | 29,467 | $1.11M | 0.2% | +1.3% | 0.108% | |
| 11/5/2020 | JNBA Financial Advisors | 142,965 | $5.37M | 1.1% | +3.3% | 0.526% | |
| 11/5/2020 | Wells Fargo & Company MN | 468,586 | $17.60M | 0.0% | +4.8% | 1.723% | |
| 11/4/2020 | MD Financial Management Inc. | 1,371,689 | $51.51M | 2.1% | -2.7% | 5.043% | |
| 11/4/2020 | Raymond James Financial Services Advisors Inc. | 10,490 | $0.39M | 0.0% | -4.2% | 0.039% | |
| 11/4/2020 | Raymond James & Associates | 255,973 | $9.61M | 0.0% | -1.3% | 0.941% | |
| 11/3/2020 | Duff & Phelps Investment Management Co. | 37,450 | $1.41M | 0.0% | -20.3% | 0.138% | |
| 11/3/2020 | Hirtle Callaghan & Co LLC | 5,086 | $0.19M | 0.0% | N/A | 0.018% | |
| 11/2/2020 | Versant Capital Management Inc | 97,842 | $3.67M | 1.6% | -0.7% | 0.356% | |
| 10/30/2020 | Steward Partners Investment Advisory LLC | 2,315 | $87K | 0.0% | -28.4% | 0.008% | |
| 10/29/2020 | Kanawha Capital Management LLC | 20,960 | $0.79M | 0.1% | -1.6% | 0.076% | |
| 10/29/2020 | Interactive Financial Advisors | 1,358 | $51K | 0.0% | -26.8% | 0.005% | |
| 10/27/2020 | David Loasby | 24,460 | $0.92M | 0.1% | -28.3% | 0.089% | |
| 10/26/2020 | Firestone Capital Management | 24,729 | $0.93M | 0.4% | -9.7% | 0.090% | |
| 10/23/2020 | Sequoia Financial Advisors LLC | 29,215 | $1.10M | 0.1% | -5.9% | 0.106% | |
| 10/23/2020 | SOL Capital Management CO | 100,432 | $3.77M | 1.0% | -3.6% | 0.365% | |
| 10/23/2020 | Hudock Inc. | 2,397 | $90K | 0.0% | +1,217.0% | 0.009% | |
| 10/22/2020 | Summit Financial LLC | 60,526 | $2.27M | 0.4% | -7.8% | 0.220% | |
| 10/14/2020 | Sterling Investment Advisors LLC ADV | 109,374 | $4.11M | 3.1% | +0.8% | 0.398% | |
| 10/14/2020 | Money Design Co. Ltd. | 154,779 | $5.81M | 0.7% | +275.7% | 0.563% | |
| 10/13/2020 | Global Strategic Investment Solutions LLC | 183,548 | $6.89M | 1.7% | +1.7% | 0.667% | |
| 10/9/2020 | Envestnet Asset Management Inc. | 466,388 | $17.51M | 0.0% | -17.3% | 1.682% | |
| 10/8/2020 | Old Port Advisors | 57,960 | $2.18M | 1.1% | +1.1% | 0.209% | |
| 10/7/2020 | Pure Financial Advisors Inc. | 1,120,889 | $42.09M | 6.1% | -0.6% | 4.043% | |
| 10/5/2020 | Boltwood Capital Management | 27,885 | $1.05M | 0.6% | -46.8% | 0.101% | |
| 9/4/2020 | Principal Financial Group Inc. | 269,351 | $9.95M | 0.0% | +233.6% | 0.956% | |
| 9/2/2020 | Garde Capital Inc. | 161,362 | $5.96M | 0.9% | -23.8% | 0.540% | |
| 8/25/2020 | Sequoia Financial Advisors LLC | 31,047 | $1.15M | 0.1% | -36.9% | 0.109% | |
| 8/24/2020 | FMR LLC | 615,583 | $22.73M | 0.0% | +843.7% | 2.151% | |
| 8/17/2020 | B. Riley Wealth Management Inc. | 7,763 | $0.29M | 0.0% | -36.0% | 0.027% | |
| 8/17/2020 | Wealth Quarterback LLC | 6,366 | $0.24M | 0.2% | -34.3% | 0.022% | |
| 8/17/2020 | Jane Street Group LLC | 208,257 | $7.69M | 0.0% | +1,034.1% | 0.728% | |
| 8/17/2020 | Private Advisor Group LLC | 1,188 | $44K | 0.0% | N/A | 0.004% | |
| 8/14/2020 | Alhambra Investment Partners LLC | 20,648 | $0.76M | 1.0% | N/A | 0.072% | |
| 8/14/2020 | Glenmede Trust Co. NA | 39,334 | $1.45M | 0.0% | -45.1% | 0.137% | |
| 8/14/2020 | Bank of America Corp DE | 2,165,696 | $79.98M | 0.0% | +852.3% | 7.566% | |
| 8/14/2020 | Stifel Financial Corp | 8,558 | $0.32M | 0.0% | +5.5% | 0.030% | |
| 8/14/2020 | Advisor Group Holdings Inc. | 1,370 | $50K | 0.0% | -89.1% | 0.005% | |
| 8/13/2020 | FMR LLC | 615,583 | $22.73M | 0.0% | +843.7% | 2.151% | |
| 8/13/2020 | Putnam FL Investment Management Co. | 5,909 | $0.22M | 0.0% | N/A | 0.021% | |
| 8/12/2020 | Cahill Financial Advisors Inc. | 61,267 | $2.26M | 0.9% | +6.2% | 0.214% | |
| 8/12/2020 | Cambridge Associates LLC MA ADV | 313,332 | $11.57M | 1.2% | -29.1% | 1.095% | |
| 8/12/2020 | Summit Financial LLC | 65,645 | $2.42M | 0.4% | -83.2% | 0.229% | |
| 8/12/2020 | Commonwealth Equity Services LLC | 7,687 | $0.28M | 0.0% | N/A | 0.027% | |
| 8/11/2020 | Global Strategic Investment Solutions LLC | 180,561 | $6.67M | 1.9% | -6.4% | 0.631% | |
| 8/10/2020 | Almanack Investment Partners LLC. | 92,927 | $3.43M | 0.6% | N/A | 0.325% | |
| 8/7/2020 | Phillips Financial Management LLC | 29,100 | $1.08M | 0.2% | +71.4% | 0.102% | |
| 8/6/2020 | Duff & Phelps Investment Management Co. | 47,000 | $1.74M | 0.0% | -14.5% | 0.164% | |
| 8/5/2020 | Principal Financial Group Inc. | 269,351 | $9.95M | 0.0% | +233.6% | 0.941% | |
| 8/5/2020 | Oxford Financial Group Ltd. | 98,453 | $3.64M | 0.6% | -14.6% | 0.344% | |
| 8/5/2020 | United Bank | 105,997 | $3.91M | 0.7% | +9.5% | 0.378% | |
| 8/4/2020 | Kanawha Capital Management LLC | 21,310 | $0.79M | 0.1% | -1.4% | 0.074% | |
| 8/3/2020 | Regal Investment Advisors LLC | 33,113 | $1.22M | 0.2% | +18.2% | 0.116% | |
| 7/31/2020 | Valmark Advisers Inc. | 138,339 | $5.11M | 0.1% | +1.7% | 0.483% | |
| 7/31/2020 | SOL Capital Management CO | 104,177 | $3.85M | 1.1% | +8.6% | 0.364% | |
| 7/31/2020 | UBS Group AG | 109,557 | $4.05M | 0.0% | +3.4% | 0.383% | |
| 7/31/2020 | Ballentine Partners LLC | 20,645 | $0.76M | 0.0% | N/A | 0.072% | |
| 7/30/2020 | Brinker Capital Inc. | 13,462 | $0.50M | 0.0% | +8.2% | 0.047% | |
| 7/29/2020 | M&T Bank Corp | 230,112 | $8.50M | 0.0% | +0.6% | 0.804% | |
| 7/28/2020 | Raymond James & Associates | 259,390 | $9.58M | 0.0% | -6.8% | 0.906% | |
| 7/27/2020 | Firestone Capital Management | 27,381 | $1.01M | 0.5% | -28.3% | 0.096% | |
| 7/27/2020 | Interactive Financial Advisors | 1,854 | $68K | 0.0% | N/A | 0.006% | |
| 7/23/2020 | Corbett Road Capital Management LLC | 1,069 | $39K | 0.0% | N/A | 0.004% | |
| 7/20/2020 | Moller Financial Services | 11,643 | $0.43M | 0.2% | +28.9% | 0.041% | |
| 7/17/2020 | Raymond James Financial Services Advisors Inc. | 10,952 | $0.41M | 0.0% | N/A | 0.038% | |
| 7/16/2020 | Versant Capital Management Inc | 98,525 | $3.64M | 1.7% | +55.4% | 0.346% | |
| 7/13/2020 | Sterling Investment Advisors LLC ADV | 108,471 | $4.01M | 3.2% | +3.9% | 0.381% | |
| 7/13/2020 | MD Financial Management Inc. | 1,410,312 | $52.08M | 2.8% | +19.2% | 4.957% | |
| 7/9/2020 | Money Design Co. Ltd. | 41,198 | $1.52M | 0.2% | -51.7% | 0.145% | |
| 7/8/2020 | Old Port Advisors | 57,337 | $2.12M | 1.1% | +1.5% | 0.202% | |
| 7/8/2020 | Envestnet Asset Management Inc. | 563,872 | $20.82M | 0.0% | +38.6% | 1.982% | |
| 7/8/2020 | Pure Financial Advisors Inc. | 1,127,951 | $41.66M | 6.5% | -7.0% | 3.965% | |
| 7/2/2020 | Boltwood Capital Management | 52,396 | $1.94M | 1.2% | +14.0% | 0.184% | |
| 6/16/2020 | Royal Bank of Canada | 129,200 | $4M | 0.0% | +34.2% | 0.475% | |
| 5/26/2020 | Morgan Stanley | 960,437 | $29.72M | 0.0% | +7.5% | 3.597% | |
| 5/18/2020 | Cahill Financial Advisors Inc. | 57,670 | $1.79M | 0.8% | +5.4% | 0.218% | |
| 5/18/2020 | Capital Asset Advisory Services LLC | 2,145 | $72K | 0.0% | -35.0% | 0.008% | |
| 5/18/2020 | Advisor Group Holdings Inc. | 12,534 | $0.33M | 0.0% | N/A | 0.047% | |
| 5/15/2020 | Jane Street Group LLC | 18,363 | $0.57M | 0.0% | -82.6% | 0.069% | |
| 5/15/2020 | Morgan Stanley | 960,437 | $29.72M | 0.0% | +7.5% | 3.659% | |
| 5/15/2020 | CBIZ Investment Advisory Services LLC | 4,691 | $0.15M | 0.0% | -37.0% | 0.018% | |
| 5/14/2020 | Wells Fargo & Company MN | 182,038 | $5.63M | 0.0% | +100.5% | 0.693% | |
| 5/14/2020 | Alliancebernstein L.P. | 117,655 | $3.64M | 0.0% | -44.0% | 0.448% | |
