| 2/21/2020 | Barber Financial Group Inc. | 132,434 | $7.74M | 1.6% | +3.3% | 0.708% | |
| 2/21/2020 | PAX Financial Group LLC | 32,609 | $1.86M | 0.8% | N/A | 0.174% | |
| 2/19/2020 | ERTS Wealth Advisors LLC | 141,197 | $8.25M | 3.5% | +9.5% | 0.755% | |
| 2/18/2020 | Wealthquest Corp | 42,700 | $2.49M | 0.7% | -8.8% | 0.228% | |
| 2/18/2020 | Smart Money Group LLC | 21,153 | $1.24M | 0.7% | +10.8% | 0.113% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 96,876 | $5.65M | 0.0% | -10.2% | 0.518% | |
| 2/14/2020 | Jane Street Group LLC | 152,585 | $8.91M | 0.0% | -4.0% | 0.816% | |
| 2/14/2020 | Bank of America Corp DE | 342,030 | $19.98M | 0.0% | +0.3% | 1.829% | |
| 2/14/2020 | UBS Group AG | 58,502 | $3.42M | 0.0% | +2.3% | 0.313% | |
| 2/13/2020 | Northwestern Mutual Wealth Management Co. | 1,167 | $69K | 0.0% | -47.7% | 0.006% | |
| 2/13/2020 | Capital Asset Advisory Services LLC | 824 | $48K | 0.0% | N/A | 0.004% | |
| 2/13/2020 | Stifel Financial Corp | 85,895 | $5.01M | 0.0% | +16.3% | 0.459% | |
| 2/13/2020 | Thrivent Financial for Lutherans | 5,738,854 | $335.21M | 1.0% | +1.1% | 30.689% | |
| 2/13/2020 | Blair William & Co. IL | 653 | $38K | 0.0% | N/A | 0.003% | |
| 2/12/2020 | ERTS Wealth Advisors LLC | 53,814 | $2.72M | 1.9% | -58.3% | 0.288% | |
| 2/12/2020 | Advisor Group Inc. | 74,146 | $4.33M | 0.0% | -5.0% | 0.397% | |
| 2/12/2020 | Wealthsource Partners LLC | 13,544 | $0.79M | 0.1% | -21.1% | 0.072% | |
| 2/11/2020 | Cascadia Advisory Services LLC | 7,679 | $0.45M | 0.1% | N/A | 0.041% | |
| 2/11/2020 | APCM Wealth Management for Individuals | 4,870 | $0.28M | 0.0% | N/A | 0.026% | |
| 2/11/2020 | Alaska Permanent Capital Management | 4,870 | $0.28M | 0.0% | N/A | 0.026% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 702,554 | $41.04M | 0.0% | +4.8% | 3.757% | |
| 2/11/2020 | Mutual Advisors LLC | 4,338 | $0.25M | 0.0% | +8.2% | 0.023% | |
| 2/11/2020 | Assetmark Inc. | 1,340,009 | $78.27M | 0.6% | -12.9% | 7.166% | |
| 2/11/2020 | Mandatum Life Insurance Co Ltd | 56,695 | $3.31M | 0.7% | +1.7% | 0.303% | |
| 2/11/2020 | AlphaStar Capital Management LLC | 33,786 | $1.97M | 0.4% | +34.6% | 0.181% | |
| 2/10/2020 | Rowland Carmichael Advisors Inc. ADV | 964 | $56K | 0.0% | +31.0% | 0.005% | |
| 2/10/2020 | First Allied Advisory Services Inc. | 109,656 | $6.42M | 0.2% | -6.1% | 0.586% | |
| 2/10/2020 | Cetera Advisor Networks LLC | 4,267 | $0.25M | 0.0% | N/A | 0.023% | |
| 2/7/2020 | FMR LLC | 1,240 | $72K | 0.0% | +33.2% | 0.007% | |
| 2/7/2020 | Keel Point LLC | 9,337 | $0.55M | 0.1% | N/A | 0.050% | |
| 2/7/2020 | Sowell Financial Services LLC | 909 | $53K | 0.0% | +87.0% | 0.005% | |
| 2/6/2020 | Aveo Capital Partners LLC | 8,858 | $0.52M | 0.2% | -14.5% | 0.047% | |
| 2/6/2020 | IndexIQ Advisors LLC | 450,759 | $26.33M | 0.9% | +49.4% | 2.410% | |
| 2/5/2020 | Csenge Advisory Group | 9,346 | $0.55M | 0.1% | -8.7% | 0.050% | |
| 2/5/2020 | Macroview Investment Management LLC | 13,516 | $0.79M | 1.6% | +6.4% | 0.072% | |
| 2/4/2020 | US Bancorp DE | 19,089 | $1.12M | 0.0% | -17.4% | 0.102% | |
| 1/29/2020 | Koshinski Asset Management Inc. | 5,544 | $0.32M | 0.1% | N/A | 0.030% | |
| 1/28/2020 | Brandywine Oak Private Wealth LLC | 339,864 | $19.85M | 3.6% | -9.6% | 1.817% | |
| 1/28/2020 | Atlas Capital Advisors LLC | 24,632 | $1.44M | 0.4% | -23.5% | 0.132% | |
| 1/27/2020 | Columbus Macro LLC | 77,537 | $4.53M | 1.0% | -2.2% | 0.415% | |
| 1/27/2020 | CWM LLC | 1,258 | $73K | 0.0% | +914.5% | 0.007% | |
| 1/21/2020 | GenTrust LLC | 55,752 | $3.26M | 0.5% | -2.4% | 0.298% | |
| 1/17/2020 | Comprehensive Portfolio Management LLC | 36,426 | $2.13M | 0.3% | +5.5% | 0.195% | |
| 1/16/2020 | Affiance Financial LLC | 3,619 | $0.21M | 0.1% | N/A | 0.019% | |
| 1/14/2020 | TPG Financial Advisors LLC | 44,615 | $2.61M | 2.1% | +4.4% | 0.239% | |
| 1/8/2020 | WealthStone Inc. | 12,207 | $0.71M | 0.4% | +13.5% | 0.065% | |
| 1/7/2020 | Cooper Financial Group | 14,593 | $0.85M | 0.3% | +19.2% | 0.078% | |
| 11/27/2019 | Wealthsource Partners LLC | 17,158 | $0.96M | 0.1% | N/A | 0.092% | |
| 11/27/2019 | WealthStone Inc. | 10,751 | $0.60M | 0.3% | +2.9% | 0.057% | |
| 11/27/2019 | Mather Group LLC. | 75,865 | $4.26M | 0.3% | -2.5% | 0.406% | |
| 11/27/2019 | Integrated Wealth Concepts LLC | 6,085 | $0.34M | 0.0% | -3.7% | 0.033% | |
| 11/27/2019 | Stifel Financial Corp | 73,836 | $4.14M | 0.0% | +2.2% | 0.395% | |
| 11/6/2019 | First Allied Advisory Services Inc. | 116,803 | $6.57M | 0.2% | +0.7% | 0.631% | |
| 11/6/2019 | Barber Financial Group Inc. | 128,143 | $7.20M | 1.5% | -4.4% | 0.693% | |
| 11/6/2019 | Smart Money Group LLC | 19,092 | $1.07M | 0.9% | +2.8% | 0.103% | |
| 11/5/2019 | ERTS Wealth Advisors LLC | 128,948 | $7.25M | 3.7% | +68.9% | 0.697% | |
| 11/5/2019 | Barber Financial Group Inc. | 128,610 | $7.44M | 1.6% | -4.0% | 0.695% | |
| 11/1/2019 | Alexandria Capital LLC | 35,601 | $2M | 0.3% | -7.5% | 0.192% | |
| 11/1/2019 | Mutual Advisors LLC | 4,011 | $0.23M | 0.0% | N/A | 0.022% | |
| 11/1/2019 | Synovus Financial Corp | 625 | $35K | 0.0% | N/A | 0.003% | |
| 11/1/2019 | Atlas Capital Advisors LLC | 32,208 | $1.81M | 0.5% | +2.1% | 0.174% | |
| 10/30/2019 | Commonwealth Equity Services LLC | 9,859 | $0.55M | 0.0% | -6.3% | 0.053% | |
| 10/30/2019 | Brandywine Oak Private Wealth LLC | 376,066 | $21.13M | 4.0% | +2.5% | 2.033% | |
| 10/28/2019 | Cambridge Investment Research Advisors Inc. | 10,198 | $0.57M | 0.0% | +7.9% | 0.055% | |
| 10/28/2019 | Strategic Wealth Partners Ltd. | 637 | $35K | 0.0% | +880.0% | 0.003% | |
| 10/25/2019 | Patriot Financial Group Insurance Agency LLC | 923 | $52K | 0.0% | +36.1% | 0.005% | |
| 10/24/2019 | Cedar Brook Financial Partners LLC | 4,930 | $0.28M | 0.1% | -16.9% | 0.027% | |
| 10/23/2019 | AdvisorNet Financial Inc | 8,480 | $0.48M | 0.0% | +35.4% | 0.046% | |
| 10/22/2019 | Columbus Macro LLC | 79,288 | $4.46M | 1.1% | +43.5% | 0.429% | |
| 10/22/2019 | LVZ Advisors Inc. | 27,438 | $1.54M | 0.3% | +6.0% | 0.148% | |
| 10/18/2019 | Park Avenue Securities LLC | 6,582 | $0.37M | 0.0% | -34.4% | 0.036% | |
| 10/18/2019 | Wealthquest Corp | 46,813 | $2.63M | 0.9% | -10.0% | 0.253% | |
| 10/17/2019 | Envestnet Asset Management Inc. | 670,452 | $37.68M | 0.0% | +20.5% | 3.624% | |
| 10/17/2019 | Comprehensive Portfolio Management LLC | 34,516 | $1.94M | 0.3% | +5.0% | 0.187% | |
| 10/9/2019 | Crow Point Partners LLC | 24,172 | $1.35M | 0.2% | -7.7% | 0.131% | |
| 10/8/2019 | Cooper Financial Group | 12,240 | $0.69M | 0.3% | +2.9% | 0.065% | |
| 10/3/2019 | TPG Financial Advisors LLC | 42,751 | $2.40M | 2.2% | +30.3% | 0.226% | |
| 8/26/2019 | Atria Investments LLC | 10,255 | $1.64M | 0.0% | N/A | 0.054% | |
| 8/17/2019 | Royal Bank of Canada | 32,280 | $1.80M | 0.0% | -93.5% | 0.174% | |
| 8/17/2019 | WealthStone Inc. | 10,447 | $0.58M | 0.3% | N/A | 0.056% | |
| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 106,592 | $5.93M | 0.0% | +0.5% | 0.573% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 9,452 | $0.53M | 0.0% | +27.4% | 0.051% | |
| 8/15/2019 | Integrated Wealth Concepts LLC | 6,320 | $0.35M | 0.0% | -12.0% | 0.034% | |
| 8/15/2019 | Mandatum Life Insurance Co Ltd | 55,764 | $3.10M | 0.7% | +13.2% | 0.300% | |
| 8/15/2019 | Jane Street Group LLC | 18,243 | $1.02M | 0.0% | -66.7% | 0.098% | |
| 8/14/2019 | Citadel Advisors LLC | 90,142 | $5.02M | 0.0% | +121.9% | 0.485% | |
| 8/14/2019 | Morgan Stanley | 243,792 | $13.57M | 0.0% | +19.3% | 1.311% | |
| 8/14/2019 | Bank of America Corp DE | 421,280 | $23.45M | 0.0% | +10.5% | 2.265% | |
| 8/14/2019 | Assetmark Inc. | 1,848,162 | $102.89M | 0.8% | -0.4% | 9.936% | |
| 8/13/2019 | ERTS Wealth Advisors LLC | 76,359 | $4.25M | 2.3% | +41.9% | 0.411% | |
| 8/13/2019 | BlackRock Inc. | 721,020 | $40.14M | 0.0% | -0.7% | 3.815% | |
| 8/13/2019 | US Bancorp DE | 30,179 | $1.68M | 0.0% | -8.3% | 0.162% | |
| 8/13/2019 | United Capital Financial Advisers LLC | 137,175 | $7.64M | 0.0% | +55.6% | 0.738% | |
| 8/13/2019 | MML Investors Services LLC | 100,687 | $5.61M | 0.1% | +10.0% | 0.541% | |
| 8/13/2019 | Mather Group LLC. | 77,838 | $4.33M | 0.3% | -3.3% | 0.418% | |
| 8/13/2019 | Alexandria Capital LLC | 38,503 | $2.14M | 0.3% | -0.7% | 0.207% | |
| 8/12/2019 | First Allied Advisory Services Inc. | 116,047 | $6.46M | 0.2% | -0.4% | 0.624% | |
| 8/10/2019 | LPL Financial LLC | 30,972 | $1.72M | 0.0% | -6.0% | 0.167% | |
| 8/9/2019 | Atria Investments LLC | 10,255 | $1.64M | 0.1% | N/A | 0.055% | |
| 8/9/2019 | Weik Capital Management | 4,555 | $0.25M | 0.1% | -6.7% | 0.024% | |
