| 4/6/2020 | LifePlan Financial Group Inc | 4,295 | $0.42M | 0.2% | -6.0% | 0.059% | |
| 4/1/2020 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 904 | $87K | 0.0% | -21.9% | 0.013% | |
| 2/26/2020 | Sunbelt Securities Inc. | 350 | $12.16M | 0.1% | N/A | 0.005% | |
| 2/19/2020 | Phillips Financial Management LLC | 15,656 | $2.18M | 0.4% | -3.9% | 0.217% | |
| 2/18/2020 | Riverpoint Wealth Management Holdings LLC | 1,933 | $0.27M | 0.1% | +15.6% | 0.027% | |
| 2/18/2020 | IHT Wealth Management LLC | 4,724 | $0.66M | 0.1% | +3.5% | 0.065% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 8,816 | $1.07M | 0.0% | +8.7% | 0.122% | |
| 2/14/2020 | Carolinas Wealth Consulting LLC | 3,311 | $0.46M | 0.5% | N/A | 0.046% | |
| 2/14/2020 | Bank of America Corp DE | 128,489 | $17.85M | 0.0% | +3.7% | 1.791% | |
| 2/14/2020 | UBS Group AG | 183,008 | $25.43M | 0.0% | -6.3% | 2.550% | |
| 2/13/2020 | Level Four Advisory Services LLC | 3,106 | $0.43M | 0.0% | -4.3% | 0.043% | |
| 2/13/2020 | Texas Capital Bank Wealth Management Services Inc. | 86,625 | $12.04M | 2.7% | N/A | 1.207% | |
| 2/13/2020 | Boston Private Wealth LLC | 2,584 | $0.36M | 0.0% | +16.7% | 0.036% | |
| 2/13/2020 | Northwestern Mutual Wealth Management Co. | 41,390 | $5.75M | 0.0% | +5.5% | 0.577% | |
| 2/13/2020 | Blair William & Co. IL | 767 | $0.11M | 0.0% | +39.2% | 0.011% | |
| 2/12/2020 | Advisor Group Inc. | 13,681 | $1.90M | 0.0% | -23.7% | 0.191% | |
| 2/12/2020 | Raymond James & Associates | 28,999 | $4.03M | 0.0% | +2.6% | 0.404% | |
| 2/12/2020 | Raymond James Financial Services Advisors Inc. | 23,483 | $3.26M | 0.0% | -61.6% | 0.327% | |
| 2/11/2020 | Taylor Hoffman Wealth Management | 6,765 | $0.94M | 0.6% | +6.9% | 0.094% | |
| 2/11/2020 | Atria Investments LLC | 7,983 | $1.11M | 0.0% | -12.0% | 0.111% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 142,149 | $19.75M | 0.0% | -2.9% | 1.981% | |
| 2/11/2020 | Cranbrook Wealth Management LLC | 461 | $64K | 0.0% | N/A | 0.006% | |
| 2/10/2020 | Sun Life Financial INC | 28,404 | $3.95M | 1.1% | -7.4% | 0.396% | |
| 2/10/2020 | Manchester Capital Management LLC | 12,532 | $1.74M | 0.2% | -1.1% | 0.175% | |
| 2/10/2020 | Private Advisor Group LLC | 20,442 | $2.84M | 0.0% | -1.2% | 0.285% | |
| 2/10/2020 | Cetera Advisor Networks LLC | 2,481 | $0.34M | 0.0% | -11.6% | 0.035% | |
| 2/7/2020 | Rockefeller Capital Management L.P. | 1,708 | $0.24M | 0.0% | +67.8% | 0.024% | |
| 2/7/2020 | Warren Averett Asset Management LLC | 9,810 | $1.37M | 0.2% | -3.5% | 0.137% | |
| 2/7/2020 | Tower Research Capital LLC TRC | 221 | $31K | 0.0% | -91.8% | 0.003% | |
| 2/7/2020 | Wellesley Investment Partners LLC | 4,104 | $0.57M | 0.2% | -3.5% | 0.057% | |
| 2/6/2020 | Keystone Financial Group | 10,304 | $1.43M | 0.4% | +3.1% | 0.143% | |
| 2/6/2020 | TCF National Bank | 9,128 | $1.27M | 0.1% | -2.6% | 0.127% | |
| 2/5/2020 | Marble Harbor Investment Counsel LLC | 11,700 | $1.63M | 0.3% | +4.5% | 0.162% | |
| 2/4/2020 | Cambridge Investment Research Advisors Inc. | 10,284 | $1.43M | 0.0% | -0.9% | 0.142% | |
| 2/3/2020 | Pinnacle Associates Ltd. | 3,925 | $0.55M | 0.0% | -20.0% | 0.054% | |
| 1/30/2020 | Creative Planning | 1,986 | $0.28M | 0.0% | +15.2% | 0.028% | |
| 1/30/2020 | Texas Capital Bancshares Inc. TX | 16,842 | $2.34M | 3.3% | -12.4% | 0.234% | |
| 1/29/2020 | Klingman & Associates LLC | 7,702 | $1.07M | 0.2% | +299.1% | 0.107% | |
| 1/28/2020 | Benchmark Wealth Management LLC | 2,503 | $0.35M | 0.3% | N/A | 0.035% | |
| 1/28/2020 | CRA Financial Services LLC | 2,044 | $0.28M | 0.2% | +5.1% | 0.028% | |
| 1/27/2020 | Sound View Wealth Advisors Group LLC | 9,848 | $1.37M | 0.4% | +68.9% | 0.137% | |
| 1/24/2020 | First American Bank | 1,514 | $0.21M | 0.0% | N/A | 0.021% | |
| 1/22/2020 | R. W. Roge & Company Inc. | 7,303 | $1.01M | 1.0% | N/A | 0.102% | |
| 1/21/2020 | NEXT Financial Group Inc | 1,087 | $0.15M | 0.0% | -18.0% | 0.015% | |
| 1/21/2020 | Iowa State Bank | 7,154 | $0.99M | 0.4% | +1.2% | 0.100% | |
| 1/21/2020 | Janney Montgomery Scott LLC | 7,278 | $1.01M | 0.0% | +356.3% | 0.101% | |
| 1/17/2020 | Bridgeworth LLC | 158,308 | $22M | 8.2% | +10.0% | 2.206% | |
| 1/16/2020 | Affiance Financial LLC | 1,415 | $0.20M | 0.1% | N/A | 0.020% | |
| 1/15/2020 | Coastline Trust Co | 16,323 | $2.27M | 0.3% | +2.9% | 0.227% | |
| 1/9/2020 | LifePlan Financial Group Inc | 4,569 | $0.64M | 0.3% | -5.8% | 0.063% | |
| 1/8/2020 | Astoria Strategic Wealth Inc. | 2,362 | $0.33M | 0.2% | N/A | 0.033% | |
| 11/27/2019 | IHT Wealth Management LLC | 4,565 | $0.60M | 0.1% | -4.0% | 0.064% | |
| 11/27/2019 | Virtu Financial LLC | 7,059 | $0.92M | 0.1% | -26.4% | 0.098% | |
| 11/6/2019 | Cetera Advisor Networks LLC | 2,806 | $0.37M | 0.0% | -4.8% | 0.039% | |
| 11/6/2019 | Marble Harbor Investment Counsel LLC | 11,200 | $1.46M | 0.3% | +14.3% | 0.156% | |
| 11/5/2019 | D.A. Davidson & CO. | 9,574 | $1.25M | 0.0% | -1.0% | 0.133% | |
| 11/5/2019 | AE Wealth Management LLC | 1,837 | $0.24M | 0.0% | -15.1% | 0.026% | |
| 11/5/2019 | Tower Research Capital LLC TRC | 2,699 | $0.35M | 0.0% | +83.0% | 0.038% | |
| 11/5/2019 | Taylor Hoffman Wealth Management | 6,329 | $0.83M | 0.6% | +9.6% | 0.088% | |
| 11/4/2019 | Manchester Capital Management LLC | 12,673 | $1.65M | 0.2% | +1.4% | 0.177% | |
| 11/4/2019 | First National Bank of Omaha | 5,650 | $0.74M | 0.0% | -6.3% | 0.079% | |
| 11/4/2019 | Bartlett & Co. LLC | 17,210 | $2.25M | 0.1% | +16.5% | 0.240% | |
| 10/31/2019 | Comerica Bank | 3,331 | $0.44M | 0.0% | -16.7% | 0.046% | |
| 10/30/2019 | Commonwealth Equity Services LLC | 76,933 | $10.04M | 0.0% | -2.7% | 1.061% | |
| 10/30/2019 | Riverpoint Wealth Management Holdings LLC | 1,672 | $0.22M | 0.1% | +7.5% | 0.023% | |
| 10/29/2019 | Evermay Wealth Management LLC | 1,539 | $0.20M | 0.1% | N/A | 0.021% | |
| 10/29/2019 | Janney Montgomery Scott LLC | 1,595 | $0.21M | 0.0% | N/A | 0.022% | |
| 10/28/2019 | Naples Global Advisors LLC | 8,945 | $1.17M | 0.3% | +1.8% | 0.124% | |
| 10/28/2019 | Texas Capital Bancshares Inc. TX | 19,227 | $2.51M | 4.1% | -3.1% | 0.267% | |
| 10/28/2019 | Paracle Advisors LLC | 2,196 | $0.29M | 0.1% | N/A | 0.030% | |
| 10/22/2019 | Flagship Harbor Advisors LLC | 4,565 | $0.60M | 0.1% | -3.7% | 0.063% | |
| 10/21/2019 | Iron Financial LLC | 2,545 | $0.33M | 0.2% | -9.6% | 0.035% | |
| 10/18/2019 | Stephens Inc. AR | 76,892 | $10.04M | 0.2% | +3.6% | 1.068% | |
| 10/18/2019 | Coastline Trust Co | 15,868 | $2.07M | 0.3% | +3.8% | 0.220% | |
| 10/18/2019 | Iowa State Bank | 7,066 | $0.92M | 0.4% | +39.0% | 0.098% | |
| 10/17/2019 | Envestnet Asset Management Inc. | 146,338 | $19.10M | 0.0% | +13.6% | 2.032% | |
| 10/17/2019 | Wealthcare Advisory Partners LLC | 237 | $31K | 0.0% | N/A | 0.003% | |
| 10/15/2019 | Bridgeworth LLC | 143,964 | $18.79M | 7.2% | +4.2% | 1.979% | |
| 10/15/2019 | LifePlan Financial Group Inc | 4,848 | $0.63M | 0.3% | -3.2% | 0.067% | |
| 9/11/2019 | River & Mercantile Asset Management LLP | 100,090 | $13.14M | 0.6% | -23.3% | 1.385% | |
| 8/26/2019 | Atria Investments LLC | 8,963 | $1.12M | 0.0% | +1.4% | 0.123% | |
| 8/17/2019 | Royal Bank of Canada | 31,813 | $4.18M | 0.0% | +19.5% | 0.439% | |
| 8/17/2019 | UBS Group AG | 178,122 | $23.38M | 0.0% | +1.3% | 2.457% | |
| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 8,263 | $1.09M | 0.0% | -4.5% | 0.114% | |
| 8/17/2019 | Private Capital Group LLC | 690 | $91K | 0.0% | -24.2% | 0.010% | |
| 8/16/2019 | Susquehanna International Group LLP | 14,732 | $1.93M | 0.0% | +49.2% | 0.203% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 14,561 | $1.91M | 0.0% | -4.5% | 0.201% | |
| 8/15/2019 | Jane Street Group LLC | 5,394 | $0.71M | 0.0% | -74.6% | 0.074% | |
| 8/14/2019 | Citadel Advisors LLC | 2,929 | $0.38M | 0.0% | -56.3% | 0.040% | |
| 8/14/2019 | Morgan Stanley | 341,868 | $44.88M | 0.0% | -5.4% | 4.715% | |
| 8/14/2019 | Bank of America Corp DE | 132,722 | $17.42M | 0.0% | +7.3% | 1.812% | |
| 8/14/2019 | HBK Sorce Advisory LLC | 7,392 | $0.74M | 0.2% | +16.3% | 0.101% | |
| 8/14/2019 | Private Advisor Group LLC | 21,013 | $2.76M | 0.0% | -3.3% | 0.287% | |
| 8/13/2019 | WealthBridge Capital Management LLC | 8,784 | $0.98M | 0.9% | -2.3% | 0.120% | |
| 8/13/2019 | Tower Research Capital LLC TRC | 1,475 | $0.19M | 0.0% | -75.3% | 0.020% | |
| 8/13/2019 | US Bancorp DE | 1,199 | $0.16M | 0.0% | -38.5% | 0.016% | |
| 8/13/2019 | MML Investors Services LLC | 8,900 | $1.17M | 0.0% | +2.5% | 0.119% | |
| 8/13/2019 | D.A. Davidson & CO. | 9,671 | $1.27M | 0.0% | +28.7% | 0.129% | |
| 8/12/2019 | Riverpoint Wealth Management Holdings LLC | 1,556 | $0.20M | 0.1% | N/A | 0.021% | |
| 8/12/2019 | Cetera Advisor Networks LLC | 2,949 | $0.39M | 0.0% | +21.3% | 0.039% | |
