| 10/15/2019 | Epstein & White Financial LLC | 2,817 | $0.46M | 0.2% | -48.6% | 0.002% | |
| 10/15/2019 | Valeo Financial Advisors LLC | 24,652 | $4.06M | 0.4% | -2.0% | 0.020% | |
| 10/15/2019 | Nwam LLC | 3,375 | $0.56M | 0.1% | -17.6% | 0.003% | |
| 10/15/2019 | Starfire Investment Advisers Inc. | 9,091 | $1.50M | 0.6% | +3.9% | 0.007% | |
| 10/15/2019 | Financial Gravity Wealth Inc. | 500 | $82K | 0.1% | +101.6% | 0.000% | |
| 10/11/2019 | Financial Management Professionals Inc. | 112,706 | $18.55M | 6.8% | +4.3% | 0.091% | |
| 10/11/2019 | BT Wealth Management LLC | 323,381 | $53.21M | 29.7% | +0.4% | 0.260% | |
| 10/11/2019 | Northside Capital Management LLC | 2,181 | $0.36M | 0.1% | +25.8% | 0.002% | |
| 10/11/2019 | Evanson Asset Management LLC | 12,901 | $2.12M | 0.4% | +7.9% | 0.010% | |
| 10/10/2019 | Truewealth LLC | 15,516 | $2.55M | 1.1% | +2.3% | 0.012% | |
| 10/10/2019 | Winthrop Advisory Group LLC | 118,561 | $19.51M | 7.7% | +0.8% | 0.095% | |
| 10/10/2019 | Capital Asset Advisory Services LLC | 3,848 | $0.63M | 0.4% | +4.9% | 0.003% | |
| 10/9/2019 | Parkside Advisors LLC | 161,891 | $26.64M | 14.0% | +20.1% | 0.130% | |
| 10/9/2019 | Jordan Park Group LLC | 26,297 | $4.33M | 0.4% | -20.0% | 0.021% | |
| 10/9/2019 | Ellis Investment Partners LLC | 8,103 | $1.32M | 0.5% | +2.1% | 0.007% | |
| 10/9/2019 | Legacy Wealth Management Inc | 1,162,543 | $191.29M | 31.3% | -1.1% | 0.936% | |
| 10/9/2019 | Pennsylvania Trust Co | 56,678 | $9.33M | 0.4% | -0.2% | 0.046% | |
| 10/9/2019 | Arden Trust Co | 91,885 | $15.12M | 2.5% | +126.2% | 0.074% | |
| 10/9/2019 | Summit Financial Group Inc. | 2,772 | $0.46M | 0.2% | N/A | 0.002% | |
| 10/9/2019 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 601 | $98K | 0.0% | +22.9% | 0.000% | |
| 10/8/2019 | TIAA FSB | 1,102,821 | $181.46M | 0.9% | -0.1% | 0.888% | |
| 10/8/2019 | Northstar Investment Advisors LLC | 23,435 | $3.81M | 0.6% | N/A | 0.019% | |
| 10/7/2019 | Campbell Wealth Management | 291,643 | $47.99M | 10.7% | +28.9% | 0.235% | |
| 10/4/2019 | Redhawk Wealth Advisors Inc. | 27,976 | $4.60M | 2.0% | -2.0% | 0.023% | |
| 10/3/2019 | Fulton Bank N.A. | 28,813 | $4.74M | 0.3% | -7.0% | 0.023% | |
| 10/1/2019 | Orrstown Financial Services Inc. | 7,974 | $1.30M | 1.7% | -1.7% | 0.006% | |
| 9/27/2019 | Emerson Wealth Management LLC | 441,610 | $59.55M | 43.8% | +30.2% | 0.356% | |
| 8/29/2019 | Hancock Whitney Corp | 6,677 | $1.09M | 0.0% | -2.7% | 0.005% | |
| 8/27/2019 | Rehmann Capital Advisory Group | 9,748 | $1.59M | 0.2% | +1.9% | 0.008% | |
| 8/27/2019 | EP Wealth Advisors LLC | 4,848 | $0.79M | 0.0% | +50.5% | 0.004% | |
| 8/23/2019 | BlackRock Inc. | 6,851,056 | $1.12B | 0.0% | -3.3% | 5.452% | |
| 8/20/2019 | NewSquare Capital LLC | 20,405 | $3.32M | 0.6% | -3.5% | 0.016% | |
| 8/20/2019 | Ellevest Inc. | 3,449 | $0.56M | 0.2% | +5.0% | 0.003% | |
| 8/19/2019 | Colony Group LLC | 321,016 | $52.26M | 1.7% | -3.6% | 0.255% | |
| 8/19/2019 | Phocas Financial Corp. | 1,080 | $0.18M | 0.0% | N/A | 0.001% | |
| 8/17/2019 | Kayne Anderson Rudnick Investment Management LLC | 16,075 | $2.62M | 0.0% | +0.5% | 0.013% | |
| 8/17/2019 | NewDay Solutions LLC | 10,079 | $1.66M | 1.2% | N/A | 0.008% | |
| 8/17/2019 | Royal Bank of Canada | 433,937 | $70.64M | 0.0% | +0.8% | 0.345% | |
| 8/17/2019 | UBS Group AG | 1,274,458 | $207.47M | 0.1% | +5.4% | 1.013% | |
| 8/17/2019 | WealthStone Inc. | 96,771 | $15.75M | 7.1% | N/A | 0.077% | |
| 8/17/2019 | HM Payson & Co. | 17,696 | $2.88M | 0.1% | -50.9% | 0.014% | |
| 8/17/2019 | MAI Capital Management | 7,978 | $1.30M | 0.1% | -1.1% | 0.006% | |
| 8/17/2019 | Private Capital Group LLC | 49,958 | $7.59M | 1.7% | +10.5% | 0.040% | |
| 8/16/2019 | Phocas Financial Corp. | 1,080 | $1.76M | 0.0% | N/A | 0.001% | |
| 8/16/2019 | Eaton Vance Management | 6,229 | $1.01M | 0.0% | -3.6% | 0.005% | |
| 8/16/2019 | Frontier Wealth Management LLC | 14,760 | $2.40M | 0.4% | +28.5% | 0.012% | |
| 8/16/2019 | M Holdings Securities Inc. | 29,887 | $4.87M | 1.6% | +11.9% | 0.024% | |
| 8/16/2019 | Prestige Wealth Management Group LLC | 4,143 | $0.67M | 0.4% | N/A | 0.003% | |
| 8/15/2019 | High Falls Advisors Inc | 4,881 | $0.80M | 0.3% | N/A | 0.004% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 25,416 | $4.14M | 0.0% | +10.7% | 0.020% | |
| 8/15/2019 | Covington Capital Management | 14,781 | $2.41M | 0.1% | -3.3% | 0.012% | |
| 8/15/2019 | Chartist Inc. CA | 6,900 | $1.12M | 0.7% | N/A | 0.005% | |
| 8/15/2019 | Integrated Wealth Concepts LLC | 2,051 | $0.33M | 0.0% | +51.5% | 0.002% | |
| 8/15/2019 | Toroso Investments LLC | 6,597 | $1.07M | 0.6% | N/A | 0.005% | |
| 8/15/2019 | Doyle Wealth Management | 7,572 | $1.23M | 0.2% | -5.6% | 0.006% | |
| 8/15/2019 | HBK Sorce Advisory LLC | 31,441 | $5.12M | 0.5% | -3.3% | 0.025% | |
| 8/15/2019 | Centaurus Financial Inc. | 919 | $0.15M | 0.0% | +570.8% | 0.001% | |
| 8/15/2019 | ICONIQ Capital LLC | 124,280 | $20.23M | 1.3% | +9.1% | 0.099% | |
| 8/15/2019 | UBS Asset Management Americas Inc. | 3,711 | $0.60M | 0.0% | -8.4% | 0.003% | |
| 8/15/2019 | Coldstream Capital Management Inc. | 97,683 | $15.90M | 1.3% | -1.6% | 0.078% | |
| 8/14/2019 | Citadel Advisors LLC | 8,233 | $1.34M | 0.0% | N/A | 0.007% | |
| 8/14/2019 | Hilltop Holdings Inc. | 8,201 | $1.34M | 0.3% | +2.0% | 0.007% | |
| 8/14/2019 | Morgan Stanley | 1,227,799 | $199.87M | 0.1% | -9.7% | 0.978% | |
| 8/14/2019 | Bank of America Corp DE | 3,573,027 | $581.65M | 0.1% | -0.8% | 2.848% | |
| 8/14/2019 | Beacon Pointe Advisors LLC | 3,645 | $0.60M | 0.2% | +18.7% | 0.003% | |
| 8/14/2019 | Capital Bank & Trust Co | 1,365 | $0.22M | 0.0% | +178.0% | 0.001% | |
| 8/14/2019 | HBK Sorce Advisory LLC | 62,006 | $7.25M | 1.6% | +90.7% | 0.049% | |
| 8/14/2019 | Baker Avenue Asset Management LP | 1,818 | $0.30M | 0.0% | +26.4% | 0.001% | |
| 8/14/2019 | Massmutual Trust Co. FSB ADV | 635 | $0.10M | 0.0% | -22.0% | 0.001% | |
| 8/14/2019 | Silvercrest Asset Management Group LLC | 72,070 | $11.73M | 0.1% | -0.9% | 0.057% | |
| 8/14/2019 | VisionPoint Advisory Group LLC | 63,375 | $10.32M | 3.0% | +111.7% | 0.051% | |
| 8/14/2019 | Pathstone Family Office LLC | 90,858 | $14.79M | 1.7% | +248.0% | 0.072% | |
| 8/14/2019 | Private Advisor Group LLC | 131,810 | $21.46M | 0.4% | +37.2% | 0.105% | |
| 8/14/2019 | Johnson Investment Counsel Inc. | 1,302,361 | $212.01M | 4.4% | -1.1% | 1.038% | |
| 8/14/2019 | Lido Advisors LLC | 5,863 | $0.95M | 0.1% | +18.4% | 0.005% | |
| 8/13/2019 | Evercore Wealth Management LLC | 57,244 | $9.32M | 0.3% | +0.5% | 0.046% | |
| 8/13/2019 | Atlanta Capital Management Co. L L C | 7,626 | $1.24M | 0.0% | +130.3% | 0.006% | |
| 8/13/2019 | Laurel Wealth Advisors Inc. | 15,703 | $2.56M | 0.6% | N/A | 0.013% | |
| 8/13/2019 | Tower Research Capital LLC TRC | 400 | $65K | 0.0% | +39,900.0% | 0.000% | |
| 8/13/2019 | Tiedemann Advisors LLC | 38,932 | $6.34M | 0.3% | +22.1% | 0.031% | |
| 8/13/2019 | BlackRock Inc. | 6,851,056 | $1.12B | 0.0% | -3.3% | 5.461% | |
| 8/13/2019 | RMB Capital Management LLC | 45,113 | $7.34M | 0.2% | -7.8% | 0.036% | |
| 8/13/2019 | InterOcean Capital LLC | 60,595 | $9.86M | 0.9% | -0.5% | 0.048% | |
| 8/13/2019 | Scharf Investments LLC | 1,442 | $0.24M | 0.0% | -21.5% | 0.001% | |
| 8/13/2019 | US Bancorp DE | 1,221,786 | $198.90M | 0.6% | +2.8% | 0.974% | |
| 8/13/2019 | HighTower Advisors LLC | 190,637 | $31.03M | 0.2% | -7.7% | 0.152% | |
| 8/13/2019 | United Capital Financial Advisers LLC | 38,562 | $6.28M | 0.0% | -0.3% | 0.031% | |
| 8/13/2019 | Crabel Capital Management LLC | 1,642 | $0.27M | 0.2% | N/A | 0.001% | |
| 8/13/2019 | FCA Corp TX | 23,665 | $3.85M | 1.4% | +6.4% | 0.019% | |
| 8/13/2019 | Captrust Financial Advisors | 81,454 | $13.26M | 0.5% | -2.1% | 0.065% | |
| 8/13/2019 | Parametric Portfolio Associates LLC | 301,190 | $49.03M | 0.0% | -40.5% | 0.240% | |
| 8/13/2019 | Moneta Group Investment Advisors LLC | 111,439 | $0.25M | 0.0% | +7,057.3% | 0.089% | |
| 8/13/2019 | MML Investors Services LLC | 165,661 | $26.97M | 0.4% | +5.5% | 0.132% | |
| 8/13/2019 | Haverford Trust Co. | 1,696 | $0.28M | 0.0% | -28.1% | 0.001% | |
| 8/13/2019 | Paracle Advisors LLC | 46,122 | $7.51M | 1.9% | -4.2% | 0.037% | |
| 8/13/2019 | Aptus Capital Advisors LLC | 7,909 | $1.29M | 0.2% | N/A | 0.006% | |
| 8/13/2019 | Northern Trust Corp | 1,972,689 | $321.13M | 0.1% | -0.9% | 1.571% | |
| 8/13/2019 | IHT Wealth Management LLC | 3,131 | $0.51M | 0.1% | N/A | 0.002% | |
| 8/12/2019 | USA Financial Portformulas Corp | 7,997 | $1.26M | 0.6% | +11.2% | 0.006% | |
| 8/12/2019 | Brown Advisory Inc. | 26,559 | $4.32M | 0.0% | -35.9% | 0.021% | |
