| 8/7/2020 | PNC Financial Services Group Inc. | 9,912,006 | $676.89M | 1.0% | +13.4% | 1.677% | |
| 8/7/2020 | RKL Wealth Management LLC | 260,987 | $17.82M | 3.1% | +21.7% | 0.044% | |
| 8/7/2020 | ProVise Management Group LLC | 173,264 | $11.83M | 1.7% | +39.2% | 0.029% | |
| 8/7/2020 | Wsfs Capital Management LLC | 4,864 | $0.33M | 0.2% | +8.7% | 0.001% | |
| 8/7/2020 | Dohj LLC | 26,288 | $1.90M | 1.3% | +4.8% | 0.004% | |
| 8/7/2020 | Condor Capital Management | 83,825 | $5.72M | 0.9% | -3.8% | 0.014% | |
| 8/7/2020 | Cozad Asset Management Inc. | 12,552 | $0.86M | 0.2% | N/A | 0.002% | |
| 8/6/2020 | Steward Partners Investment Advisory LLC | 403,672 | $27.57M | 0.8% | +8.3% | 0.068% | |
| 8/6/2020 | Guyasuta Investment Advisors Inc. | 3,245 | $0.22M | 0.0% | N/A | 0.001% | |
| 8/6/2020 | SRS Capital Advisors Inc. | 2,470 | $0.17M | 0.0% | -5.7% | 0.000% | |
|
| 8/6/2020 | GHP Investment Advisors Inc. | 97,726 | $6.67M | 0.8% | +0.8% | 0.017% | |
| 8/6/2020 | First National Trust Co | 42,276 | $2.89M | 0.2% | -28.4% | 0.007% | |
| 8/6/2020 | Aspiriant LLC | 12,478 | $0.85M | 0.1% | -20.2% | 0.002% | |
| 8/6/2020 | Mutual of America Capital Management LLC | 12,111 | $0.83M | 0.0% | -31.9% | 0.002% | |
| 8/6/2020 | Center for Financial Planning Inc. | 9,439 | $0.65M | 0.2% | -29.8% | 0.002% | |
| 8/6/2020 | Independent Advisor Alliance | 3,270 | $0.24M | 0.0% | N/A | 0.001% | |
| 8/6/2020 | Boston Family Office LLC | 155,288 | $10.61M | 1.0% | -2.3% | 0.026% | |
| 8/6/2020 | Princeton Portfolio Strategies Group LLC | 17,491 | $1.19M | 0.3% | N/A | 0.003% | |
| 8/6/2020 | Laurel Wealth Advisors LLC | 79,451 | $5.43M | 1.9% | +7.4% | 0.014% | |
| 8/6/2020 | Sawtooth Solutions LLC | 227,179 | $15.51M | 0.3% | -43.8% | 0.039% | |
| 8/6/2020 | Brandywine Oak Private Wealth LLC | 6,200 | $0.42M | 0.1% | -6.1% | 0.001% | |
| 8/6/2020 | Retirement Planning Group | 16,333 | $1.12M | 0.2% | -1.7% | 0.003% | |
| 8/6/2020 | D. B. Root & Company LLC | 7,359 | $0.50M | 0.2% | -2.7% | 0.001% | |
| 8/6/2020 | Tortoise Investment Management LLC | 63,016 | $4.30M | 1.1% | -10.9% | 0.011% | |
| 8/6/2020 | AlphaStar Capital Management LLC | 4,258 | $0.30M | 0.1% | -3.6% | 0.001% | |
| 8/6/2020 | Doyle Wealth Management | 3,970 | $0.27M | 0.0% | -25.2% | 0.001% | |
| 8/6/2020 | Personal Wealth Partners | 267,380 | $18.26M | 10.0% | +4.0% | 0.045% | |
| 8/6/2020 | AFT Forsyth AND Company Inc. | 29,887 | $2.04M | 1.7% | +1.6% | 0.005% | |
| 8/6/2020 | Pacific Center for Financial Services | 11,443 | $0.78M | 0.4% | -11.9% | 0.002% | |
| 8/6/2020 | Mid Atlantic Financial Management Inc. ADV | 269,493 | $18.40M | 1.8% | -3.0% | 0.046% | |
| 8/6/2020 | Keebeck Wealth Management LLC | 11,020 | $0.75M | 0.2% | N/A | 0.002% | |
| 8/6/2020 | Capital Financial Planning LLC | 19,115 | $1.31M | 0.8% | +17.7% | 0.003% | |
| 8/6/2020 | Element Wealth LLC | 71,268 | $4.87M | 5.6% | +4.6% | 0.012% | |
| 8/6/2020 | Essex Financial Services Inc. | 13,868 | $0.95M | 0.3% | +9.6% | 0.002% | |
| 8/6/2020 | Newman Dignan & Sheerar Inc. | 30,527 | $2.19M | 0.9% | -1.3% | 0.005% | |
| 8/6/2020 | Glassman Wealth Services | 2,205 | $0.15M | 0.0% | -10.0% | 0.000% | |
| 8/6/2020 | Financial Partners Group Inc | 4,044 | $0.28M | 0.1% | -5.5% | 0.001% | |
| 8/6/2020 | Peak Financial Management Inc. | 68,486 | $4.68M | 2.2% | +2.8% | 0.012% | |
| 8/6/2020 | MUFG Americas Holdings Corp | 243,849 | $16.65M | 0.5% | -9.1% | 0.041% | |
| 8/6/2020 | St. Louis Trust Co | 573,285 | $39.15M | 11.7% | +6.2% | 0.098% | |
| 8/6/2020 | Avantax Advisory Services Inc. | 365,250 | $25.04M | 0.7% | +10.7% | 0.062% | |
| 8/6/2020 | Capital Planning Advisors LLC | 3,275 | $0.22M | 0.1% | -92.2% | 0.001% | |
| 8/6/2020 | Meristem Family Wealth LLC | 355,460 | $24.27M | 6.7% | +2.7% | 0.060% | |
| 8/6/2020 | Partnervest Advisory Services LLC | 4,435 | $0.30M | 0.1% | -74.4% | 0.001% | |
| 8/5/2020 | Farr Miller & Washington LLC DC | 10,658 | $0.73M | 0.1% | -3.2% | 0.002% | |
| 8/5/2020 | Principal Financial Group Inc. | 213,354 | $14.57M | 0.0% | +0.2% | 0.036% | |
| 8/5/2020 | Cary Street Partner Investment Advisory LLC | 4,296 | $0.29M | 0.4% | N/A | 0.001% | |
| 8/5/2020 | Ameritas Investment Partners Inc. | 27,686 | $1.89M | 0.1% | +1.3% | 0.005% | |
| 8/5/2020 | First Command Advisory Services Inc. | 10,844,004 | $740.71M | 15.2% | +0.9% | 1.845% | |
| 8/5/2020 | RMB Capital Management LLC | 126,952 | $8.67M | 0.4% | -16.8% | 0.022% | |
| 8/5/2020 | JFS Wealth Advisors LLC | 305,703 | $20.88M | 5.4% | -1.8% | 0.052% | |
| 8/5/2020 | Cambridge Trust Co. | 12,922 | $0.94M | 0.0% | -39.8% | 0.002% | |
| 8/5/2020 | WBH Advisory Inc. | 27,076 | $1.85M | 0.4% | +33.9% | 0.005% | |
| 8/5/2020 | Beaumont Financial Partners LLC | 13,998 | $0.96M | 0.1% | -2.4% | 0.002% | |
| 8/5/2020 | Venturi Wealth Management LLC | 5,516 | $0.38M | 0.1% | N/A | 0.001% | |
| 8/5/2020 | Bessemer Group Inc. | 1,141,366 | $77.94M | 0.2% | +180.5% | 0.194% | |
| 8/5/2020 | AdvicePeriod LLC | 140,072 | $9.57M | 1.0% | +2.0% | 0.024% | |
| 8/5/2020 | Cullen Frost Bankers Inc. | 34,818 | $2.38M | 0.1% | -26.6% | 0.006% | |
| 8/5/2020 | Resonant Capital Advisors LLC | 153,815 | $10.50M | 3.0% | +75.8% | 0.026% | |
| 8/5/2020 | Banco Santander S.A. | 12,900 | $0.88M | 0.0% | -30.9% | 0.002% | |
| 8/5/2020 | Marietta Wealth Management LLC | 90,412 | $6.17M | 2.1% | -23.7% | 0.015% | |
| 8/5/2020 | IFP Advisors Inc | 76,830 | $5.18M | 0.4% | +2.6% | 0.013% | |
| 8/5/2020 | First National Bank of Omaha | 27,338 | $1.87M | 0.1% | -6.1% | 0.005% | |
| 8/5/2020 | TCF National Bank | 17,193 | $1.35M | 0.2% | +21.1% | 0.003% | |
| 8/5/2020 | Legacy Wealth Partners Inc. | 37,681 | $2.57M | 1.9% | -6.4% | 0.006% | |
| 8/5/2020 | Dynamic Advisor Solutions LLC | 107,386 | $7.33M | 1.0% | +1.7% | 0.018% | |
| 8/5/2020 | LWS Wealth Advisors Inc. | 69,806 | $4.77M | 2.5% | +29.6% | 0.012% | |
| 8/5/2020 | Divergent Wealth Advisors LLC | 355,144 | $24.25M | 7.1% | -43.4% | 0.060% | |
| 8/5/2020 | Fifth Third Bancorp | 2,082,009 | $142.18M | 0.9% | -18.9% | 0.354% | |
| 8/5/2020 | Gilbert & Cook Inc. | 12,290 | $0.84M | 0.2% | -14.1% | 0.002% | |
| 8/5/2020 | Quad Cities Investment Group LLC | 8,768 | $0.60M | 0.6% | +14.4% | 0.001% | |
| 8/5/2020 | CAPROCK Group Inc. | 4,945 | $0.34M | 0.1% | +7.9% | 0.001% | |
| 8/5/2020 | Tiedemann Advisors LLC | 27,662 | $1.89M | 0.2% | -32.3% | 0.005% | |
| 8/5/2020 | Samalin Investment Counsel LLC | 10,904 | $0.74M | 0.8% | +12.2% | 0.002% | |
| 8/5/2020 | Oxford Financial Group Ltd. | 14,125 | $0.97M | 0.2% | -3.2% | 0.002% | |
| 8/5/2020 | Biltmore Family Office LLC | 15,686 | $1.07M | 0.6% | -71.2% | 0.003% | |
| 8/5/2020 | Rossmore Private Capital | 27,912 | $1.91M | 0.5% | -37.2% | 0.005% | |
| 8/5/2020 | AE Wealth Management LLC | 281,465 | $19.22M | 0.3% | +86.7% | 0.048% | |
| 8/5/2020 | Bingham Osborn & Scarborough LLC | 542,806 | $37.07M | 3.0% | +11.6% | 0.092% | |
| 8/5/2020 | Cedar Brook Financial Partners LLC | 12,473 | $0.85M | 0.4% | -36.4% | 0.002% | |
| 8/5/2020 | Arbor Trust Wealth Advisors LLC | 12,418 | $0.85M | 0.8% | -5.0% | 0.002% | |
| 8/5/2020 | United Bank | 36,405 | $2.49M | 2.3% | -1.1% | 0.006% | |
| 8/5/2020 | Mutual Advisors LLC | 12,602 | $0.86M | 0.1% | +15.4% | 0.002% | |
| 8/5/2020 | Capital Investment Advisory Services LLC | 40,588 | $2.77M | 0.6% | -17.1% | 0.007% | |
| 8/5/2020 | Allen Capital Group LLC | 12,065 | $0.82M | 0.2% | -7.8% | 0.002% | |
| 8/5/2020 | Heartwood Wealth Advisors LLC | 200,654 | $0.58M | 0.1% | N/A | 0.034% | |
| 8/4/2020 | Heritage Trust Co | 7,758 | $0.53M | 0.1% | +3.6% | 0.001% | |
| 8/4/2020 | GYL Financial Synergies LLC | 11,388 | $0.78M | 0.6% | -93.3% | 0.002% | |
| 8/4/2020 | Providence Capital Advisors LLC | 14,607 | $1M | 0.6% | -6.1% | 0.002% | |
| 8/4/2020 | Penobscot Investment Management Company Inc. | 12,490 | $0.85M | 0.2% | -48.5% | 0.002% | |
| 8/4/2020 | Klingman & Associates LLC | 241,990 | $16.53M | 2.5% | -2.9% | 0.041% | |
| 8/4/2020 | SVA Wealth Management LLC | 561,476 | $38.34M | 4.1% | +2,205.3% | 0.096% | |
| 8/4/2020 | Twin Capital Management Inc. | 13,665 | $0.93M | 0.1% | -13.1% | 0.002% | |
| 8/4/2020 | Islay Capital Management LLC | 1,493 | $0.10M | 0.1% | +15.6% | 0.000% | |
| 8/4/2020 | Berry Group LLC | 70,241 | $4.80M | 3.0% | -10.1% | 0.012% | |
| 8/4/2020 | PSI Advisors LLC | 60,593 | $52.64M | 6.0% | -3.6% | 0.010% | |
| 8/4/2020 | Parsec Financial Management Inc. | 19,283 | $1.32M | 0.1% | -9.4% | 0.003% | |
| 8/4/2020 | Texas Permanent School Fund | 57,974 | $3.96M | 0.1% | -26.8% | 0.010% | |
| 8/4/2020 | TFG Advisers LLC | 15,130 | $1.03M | 0.7% | -10.6% | 0.003% | |
| 8/4/2020 | WealthStone Inc. | 62,766 | $4.29M | 2.0% | -87.3% | 0.011% | |
