| 2/27/2020 | Verus Capital Partners LLC | 17,552 | $0.46M | 0.1% | N/A | 0.153% | |
| 2/13/2020 | Financial Engines Advisors L.L.C. | 14,035,388 | $366.46M | 1.8% | +15.0% | 122.047% | |
| 2/7/2020 | Sowell Financial Services LLC | 3,956 | $0.10M | 0.0% | +152.6% | 0.034% | |
| 2/4/2020 | S. R. Schill & Associates | 104,205 | $2.72M | 1.5% | N/A | 0.906% | |
| 2/4/2020 | Prime Capital Investment Advisors LLC | 2,939 | $77K | 0.0% | +334.1% | 0.026% | |
| 1/30/2020 | Parallel Advisors LLC | 53,012 | $1.38M | 0.1% | -38.4% | 0.461% | |
| 1/29/2020 | Certified Advisory Corp | 38,634 | $1.01M | 0.3% | +98.2% | 0.336% | |
| 1/22/2020 | Patriot Financial Group Insurance Agency LLC | 22,309 | $0.58M | 0.2% | +8.8% | 0.194% | |
| 1/21/2020 | Janney Montgomery Scott LLC | 68,044 | $1.78M | 0.0% | -1.1% | 0.592% | |
| 1/21/2020 | Squar Milner Financial Services LLC | 5,038 | $0.13M | 0.1% | +1,718.8% | 0.044% | |
|
| 11/27/2019 | Redwood Investment Management LLC | 119,112 | $3.13M | 0.8% | -8.9% | 1.036% | |
| 11/1/2019 | Parallel Advisors LLC | 86,024 | $2.26M | 0.2% | +10.6% | 0.748% | |
| 10/31/2019 | Usca Ria LLC | 17,650 | $0.46M | 0.0% | +98.8% | 0.153% | |
| 10/29/2019 | Fisher Asset Management LLC | 25,050 | $0.66M | 0.0% | +11.5% | 0.218% | |
| 10/29/2019 | Janney Montgomery Scott LLC | 68,821 | $1.81M | 0.0% | -2.7% | 0.598% | |
| 10/25/2019 | Patriot Financial Group Insurance Agency LLC | 20,511 | $0.54M | 0.2% | +44.2% | 0.178% | |
| 10/23/2019 | AdvisorNet Financial Inc | 132,157 | $3.47M | 0.3% | +3.4% | 1.149% | |
| 10/22/2019 | Flagship Harbor Advisors LLC | 4,105 | $0.11M | 0.0% | +105.3% | 0.036% | |
| 8/7/2019 | Certified Advisory Corp | 4,252 | $0.11M | 0.0% | N/A | 0.041% | |
| 8/7/2019 | Patriot Financial Group Insurance Agency LLC | 14,223 | $0.37M | 0.2% | +24.8% | 0.138% | |
| 8/5/2019 | Parallel Advisors LLC | 77,765 | $2.03M | 0.2% | N/A | 0.755% | |
| 7/30/2019 | Fisher Asset Management LLC | 22,461 | $0.59M | 0.0% | -38.4% | 0.218% | |
| 7/29/2019 | Janney Montgomery Scott LLC | 70,707 | $1.85M | 0.0% | -4.7% | 0.686% | |
| 6/30/2019 | Bessemer Group Inc. | 50,000 | $1.31M | 0.0% | N/A | 0.515% | |
| 6/30/2019 | AdvisorNet Financial Inc | 127,812 | $3.34M | 0.4% | +41.2% | 1.374% | |
| 5/14/2019 | AdvisorNet Financial Inc | 90,502 | $2.34M | 0.3% | +138.5% | 1.040% | |
| 5/8/2019 | Cambridge Investment Research Advisors Inc. | 97,620 | $2.52M | 0.0% | N/A | 1.135% | |
| 4/30/2019 | Janney Montgomery Scott LLC | 74,166 | $1.92M | 0.0% | -6.2% | 0.883% | |
| 4/29/2019 | Patriot Financial Group Insurance Agency LLC | 11,394 | $0.29M | 0.2% | +86.9% | 0.136% | |
| 2/8/2019 | AdvisorNet Financial Inc | 37,945 | $0.96M | 0.1% | +13.2% | 0.355% | |
| 2/4/2019 | Patriot Financial Group Insurance Agency LLC | 6,095 | $0.16M | 0.1% | +1,730.3% | 0.057% | |
| 2/1/2019 | Janney Montgomery Scott LLC | 79,102 | $2.01M | 0.0% | +90.9% | 0.739% | |
| 1/31/2019 | Sage Advisory Services Ltd.Co. | 10,295 | $0.26M | 0.0% | N/A | 0.096% | |
| 1/28/2019 | Flagship Harbor Advisors LLC | 2,000 | $50K | 0.0% | N/A | 0.019% | |
| 1/25/2019 | Fisher Asset Management LLC | 39,050 | $0.99M | 0.0% | +10.1% | 0.365% | |
| 11/5/2018 | Janney Montgomery Scott LLC | 41,431 | $1.04M | 0.0% | +29.0% | 0.000% | |
| 10/24/2018 | Fisher Asset Management LLC | 35,460 | $0.89M | 0.0% | -56.2% | 0.417% | |
| 8/1/2018 | Assetmark Inc. | 206,199 | $5.23M | 0.1% | +1.4% | 2.370% | |
| 6/4/2018 | Chesapeake Wealth Management | 340,677 | $8.74M | 4.0% | N/A | 4.155% | |
| 5/18/2018 | Royal Bank of Canada | 14,187 | $0.36M | 0.0% | -49.2% | 0.158% | |
| 5/16/2018 | Assetmark Inc. | 203,338 | $5.22M | 0.1% | +8.7% | 2.259% | |
| 5/15/2018 | Hilltop Holdings Inc. | 30,057 | $0.77M | 0.1% | N/A | 0.334% | |
| 5/15/2018 | LPL Financial LLC | 38,254 | $0.98M | 0.0% | +6.5% | 0.425% | |
| 5/15/2018 | Jane Street Group LLC | 54,452 | $1.40M | 0.0% | +349.4% | 0.605% | |
| 5/15/2018 | UBS Group AG | 18,536 | $0.48M | 0.0% | -23.4% | 0.206% | |
| 5/14/2018 | Commonwealth Equity Services LLC | 10,028 | $0.26M | 0.0% | N/A | 0.111% | |
| 5/11/2018 | Stifel Financial Corp | 9,347 | $0.24M | 0.0% | N/A | 0.104% | |
| 5/11/2018 | Fisher Asset Management LLC | 79,676 | $2.04M | 0.0% | -2.5% | 0.885% | |
| 5/10/2018 | JPMorgan Chase & Co. | 26,315 | $0.68M | 0.0% | +31.0% | 0.292% | |
| 5/10/2018 | Lucia Wealth Services LLC | 73,189 | $1.88M | 0.6% | +309.0% | 0.813% | |
| 5/10/2018 | Elmwood Wealth Management Inc. | 6,250 | $0.16M | 0.2% | N/A | 0.069% | |
| 5/2/2018 | Checchi Capital Advisers LLC | 56,637 | $1.45M | 0.2% | +36.8% | 0.609% | |
| 5/2/2018 | Financial Advisory Service Inc. | 167,862 | $4.31M | 1.2% | -1.5% | 1.805% | |
| 5/2/2018 | Wells Fargo & Company MN | 419,603 | $10.76M | 0.0% | +5.8% | 4.512% | |
| 2/20/2018 | Envestnet Asset Management Inc. | 16,476 | $0.43M | 0.0% | -31.0% | 0.206% | |
| 2/15/2018 | Jane Street Group LLC | 12,117 | $0.32M | 0.0% | -91.9% | 0.151% | |
| 2/15/2018 | LPL Financial LLC | 35,906 | $0.93M | 0.0% | -15.7% | 0.449% | |
| 2/13/2018 | Assetmark Inc. | 187,003 | $4.87M | 0.1% | +4.3% | 2.338% | |
| 2/8/2018 | Wells Fargo & Company MN | 396,673 | $10.32M | 0.0% | +2.1% | 4.837% | |
| 2/2/2018 | Checchi Capital Advisers LLC | 41,401 | $1.08M | 0.1% | +77.1% | 0.505% | |
| 1/29/2018 | Financial Advisory Service Inc. | 170,365 | $4.43M | 1.2% | +7.8% | 2.028% | |
| 1/24/2018 | Fisher Asset Management LLC | 81,704 | $2.13M | 0.0% | -14.3% | 0.973% | |
