| 2/28/2020 | Ackerman Capital Advisors LLC | 27,705 | $0.62M | 0.2% | +2.5% | 0.042% | |
| 2/18/2020 | Cidel Asset Management Inc. | 37,708 | $0.84M | 0.0% | -84.7% | 0.057% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 316,942 | $7.07M | 0.0% | +571.5% | 0.479% | |
| 2/14/2020 | Orion Portfolio Solutions LLC | 87,603 | $1.95M | 0.2% | N/A | 0.132% | |
| 2/14/2020 | Jane Street Group LLC | 114,519 | $2.55M | 0.0% | N/A | 0.173% | |
| 2/14/2020 | Advisory Alpha LLC | 8,925 | $0.20M | 0.0% | -9.9% | 0.013% | |
| 2/14/2020 | Bank of America Corp DE | 2,244,917 | $50.06M | 0.0% | -0.7% | 3.391% | |
| 2/14/2020 | USAdvisors Wealth Management LLC | 15,596 | $0.35M | 0.2% | N/A | 0.024% | |
| 2/14/2020 | UBS Group AG | 377,632 | $8.42M | 0.0% | -15.4% | 0.570% | |
| 2/13/2020 | Charles Schwab Investment Advisory Inc. | 7,075,495 | $157.78M | 0.2% | -4.5% | 10.688% | |
| 2/13/2020 | Northwestern Mutual Wealth Management Co. | 7,810 | $0.17M | 0.0% | +20.9% | 0.012% | |
| 2/13/2020 | Evensky & Katz LLC | 133,692 | $2.98M | 0.4% | +13.8% | 0.202% | |
| 2/13/2020 | PYA Waltman Capital LLC | 214,227 | $4.78M | 4.3% | N/A | 0.324% | |
| 2/13/2020 | Capital Asset Advisory Services LLC | 9,604 | $0.21M | 0.0% | N/A | 0.015% | |
| 2/13/2020 | Sculati Wealth Management LLC | 12,719 | $0.28M | 0.3% | N/A | 0.019% | |
| 2/12/2020 | Advisor Group Inc. | 127,207 | $2.84M | 0.0% | -4.0% | 0.192% | |
| 2/12/2020 | Raymond James & Associates | 43,568 | $0.97M | 0.0% | +11.5% | 0.066% | |
| 2/12/2020 | Raymond James Financial Services Advisors Inc. | 44,723 | $1M | 0.0% | -60.1% | 0.068% | |
| 2/12/2020 | C M Bidwell & Associates Ltd. | 11,300 | $0.25M | 0.2% | +29.7% | 0.017% | |
| 2/11/2020 | Wade Financial Advisory Inc | 12,516 | $0.28M | 0.2% | N/A | 0.019% | |
| 2/11/2020 | Alexandria Capital LLC | 13,423 | $0.30M | 0.0% | +3.7% | 0.020% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 792,792 | $17.68M | 0.0% | +14.9% | 1.198% | |
| 2/10/2020 | M Holdings Securities Inc. | 14,617 | $0.33M | 0.1% | -30.0% | 0.022% | |
| 2/10/2020 | Cetera Advisor Networks LLC | 186,281 | $4.15M | 0.1% | +16.3% | 0.281% | |
| 2/7/2020 | IFG Advisory LLC | 14,252 | $0.32M | 0.1% | +20.2% | 0.022% | |
| 2/7/2020 | FMR LLC | 2,223,424 | $49.58M | 0.0% | +3.7% | 3.359% | |
| 2/7/2020 | Warren Averett Asset Management LLC | 1,416,355 | $30.15M | 4.0% | +4.5% | 2.140% | |
| 2/7/2020 | Independent Advisor Alliance | 24,772 | $0.55M | 0.0% | N/A | 0.037% | |
| 2/7/2020 | Oppenheimer & Co. Inc. | 26,575 | $0.59M | 0.0% | N/A | 0.040% | |
| 2/7/2020 | Aviance Capital Partners LLC | 33,699 | $0.75M | 0.2% | +40.5% | 0.051% | |
| 2/6/2020 | CLS Investments LLC | 7,152,057 | $159.49M | 5.3% | +11.9% | 10.804% | |
| 2/6/2020 | Victory Capital Management Inc. | 3,233,835 | $72.12M | 0.1% | +11.1% | 4.885% | |
| 2/6/2020 | Lighthouse Financial Advisors Inc. | 109,520 | $2.44M | 1.1% | N/A | 0.165% | |
| 2/4/2020 | Victory Capital Management Inc. | 3,233,835 | $66.71M | 0.1% | +11.1% | 4.885% | |
| 2/4/2020 | Freestone Capital Holdings LLC | 2,078,886 | $46.36M | 1.0% | -0.6% | 3.140% | |
| 2/4/2020 | Cambridge Investment Research Advisors Inc. | 50,573 | $1.13M | 0.0% | +17.0% | 0.077% | |
| 2/3/2020 | JFS Wealth Advisors LLC | 52,207 | $1.16M | 0.3% | -1.4% | 0.079% | |
| 1/31/2020 | Daiwa Securities Group Inc. | 251,000 | $5.60M | 0.0% | +130.3% | 0.380% | |
| 1/31/2020 | Kingsview Wealth Management LLC | 103,190 | $2.30M | 0.3% | +33.5% | 0.156% | |
| 1/30/2020 | Kingsview Wealth Management LLC | 77,895 | $1.74M | 0.6% | +0.7% | 0.118% | |
| 1/30/2020 | Creative Planning | 18,359 | $0.41M | 0.0% | +20.1% | 0.028% | |
| 1/30/2020 | Resource Planning Group | 14,735 | $0.33M | 0.2% | -3.3% | 0.022% | |
| 1/24/2020 | Valeo Financial Advisors LLC | 2,852 | $64K | 0.0% | +835.1% | 0.004% | |
| 1/23/2020 | Signet Financial Management LLC | 36,432 | $0.81M | 0.2% | +31.6% | 0.055% | |
| 1/23/2020 | Merriman Wealth Management LLC | 23,800 | $0.53M | 0.1% | N/A | 0.036% | |
| 1/22/2020 | Rothschild Investment Corp IL | 56,865 | $1.27M | 0.1% | N/A | 0.086% | |
| 1/21/2020 | Focused Wealth Management Inc | 39,791 | $0.89M | 0.2% | +43,626.4% | 0.060% | |
| 1/21/2020 | Graves Light Private Wealth Management Inc. | 14,749 | $0.33M | 0.1% | -65.2% | 0.022% | |
| 1/17/2020 | Steward Partners Investment Advisory LLC | 14,486 | $0.32M | 0.0% | -21.4% | 0.022% | |
| 1/17/2020 | IFP Advisors Inc | 14,771 | $0.33M | 0.0% | -36.0% | 0.022% | |
| 1/15/2020 | AE Wealth Management LLC | 45,844 | $1.02M | 0.0% | +2.7% | 0.069% | |
| 1/15/2020 | Foresight Wealth Management LLC | 222,039 | $4.95M | 3.0% | +12.3% | 0.336% | |
| 1/14/2020 | Legacy Private Trust Co. | 165,357 | $3.69M | 0.4% | -20.3% | 0.251% | |
| 1/14/2020 | 6 Meridian | 164,400 | $3.67M | 0.3% | +127.4% | 0.249% | |
| 1/8/2020 | Carroll Financial Associates Inc. | 376,255 | $8.39M | 0.7% | +19.4% | 0.570% | |
| 12/17/2019 | Evoke Wealth LLC | 3,616 | $73K | 0.0% | N/A | 0.005% | |
| 11/27/2019 | Prestige Wealth Management Group LLC | 7,629 | $0.15M | 0.1% | -6.2% | 0.012% | |
| 11/27/2019 | Signet Financial Management LLC | 27,674 | $0.59M | 0.1% | +21.9% | 0.042% | |
| 11/27/2019 | Chilton Capital Management LLC | 165,275 | $3.32M | 0.3% | +10.6% | 0.253% | |
| 11/27/2019 | Charles Schwab Trust Co | 102,235 | $2.04M | 1.0% | N/A | 0.157% | |
| 11/27/2019 | Rivernorth Capital Management LLC | 178,753 | $3.59M | 0.2% | -4.7% | 0.271% | |
| 11/6/2019 | First Allied Advisory Services Inc. | 3,169 | $64K | 0.0% | N/A | 0.005% | |
| 11/6/2019 | Cetera Advisor Networks LLC | 160,148 | $3.21M | 0.1% | +8.4% | 0.261% | |
| 11/5/2019 | AE Wealth Management LLC | 44,643 | $0.90M | 0.0% | +10.2% | 0.073% | |
| 11/5/2019 | Barber Financial Group Inc. | 10,090 | $0.21M | 0.0% | -5.3% | 0.017% | |
| 11/4/2019 | Daiwa Securities Group Inc. | 109,000 | $2.19M | 0.0% | -63.9% | 0.179% | |
| 11/4/2019 | M Holdings Securities Inc. | 20,868 | $0.42M | 0.1% | -6.5% | 0.034% | |
| 11/1/2019 | Parallel Advisors LLC | 8,342 | $0.17M | 0.0% | N/A | 0.014% | |
| 11/1/2019 | Creative Planning | 15,282 | $0.31M | 0.0% | -15.1% | 0.025% | |
| 11/1/2019 | Alexandria Capital LLC | 12,944 | $0.26M | 0.0% | +22.1% | 0.021% | |
| 10/31/2019 | MorganRosel Wealth Management LLC | 40,870 | $0.82M | 0.7% | -6.7% | 0.067% | |
| 10/31/2019 | 6 Meridian | 72,300 | $1.45M | 0.1% | +0.9% | 0.119% | |
| 10/30/2019 | Commonwealth Equity Services LLC | 11,776 | $0.24M | 0.0% | -4.1% | 0.019% | |
| 10/30/2019 | Steward Partners Investment Advisory LLC | 18,422 | $0.37M | 0.0% | +17.0% | 0.030% | |
| 10/28/2019 | Fifth Third Securities Inc. | 33,595 | $0.68M | 1.0% | -18.7% | 0.055% | |
| 10/24/2019 | Foster & Motley Inc. | 170,685 | $3.43M | 0.5% | -3.6% | 0.280% | |
| 10/23/2019 | Resource Planning Group | 15,233 | $0.31M | 0.2% | -13.1% | 0.025% | |
| 10/22/2019 | 6 Meridian | 72,300 | $1.45M | 0.1% | +0.9% | 0.119% | |
| 10/17/2019 | Envestnet Asset Management Inc. | 690,183 | $13.86M | 0.0% | +22.6% | 1.132% | |
| 10/17/2019 | Wealthcare Advisory Partners LLC | 5,287 | $0.11M | 0.0% | -24.1% | 0.009% | |
| 10/16/2019 | Strategic Blueprint LLC | 2,130 | $43K | 0.0% | N/A | 0.003% | |
| 10/10/2019 | Legacy Private Trust Co. | 207,383 | $4.16M | 0.5% | -20.5% | 0.340% | |
| 10/9/2019 | Ackerman Capital Advisors LLC | 27,019 | $0.54M | 0.2% | -3.9% | 0.044% | |
| 10/9/2019 | Carroll Financial Associates Inc. | 315,243 | $6.33M | 0.6% | +1.8% | 0.517% | |
| 10/3/2019 | TPG Financial Advisors LLC | 54,437 | $1.09M | 1.0% | -23.9% | 0.090% | |
| 8/17/2019 | Royal Bank of Canada | 1,022,224 | $22.08M | 0.0% | -14.2% | 1.731% | |
| 8/17/2019 | UBS Group AG | 503,042 | $10.87M | 0.0% | -22.2% | 0.852% | |
| 8/17/2019 | Ladenburg Thalmann Financial Services Inc. | 44,495 | $0.96M | 0.0% | +10.4% | 0.075% | |
| 8/16/2019 | Susquehanna International Group LLP | 127,565 | $2.76M | 0.0% | +298.1% | 0.215% | |
| 8/16/2019 | Advisory Alpha LLC | 12,930 | $0.28M | 0.1% | -14.5% | 0.022% | |
| 8/16/2019 | M Holdings Securities Inc. | 22,319 | $0.48M | 0.2% | +3.0% | 0.038% | |
| 8/16/2019 | Prestige Wealth Management Group LLC | 8,131 | $0.18M | 0.1% | N/A | 0.014% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 46,267 | $1M | 0.0% | +8.9% | 0.078% | |
| 8/15/2019 | Centaurus Financial Inc. | 32,726 | $0.71M | 0.1% | +4,997.5% | 0.055% | |
| 8/14/2019 | Citadel Advisors LLC | 225,076 | $4.86M | 0.0% | -60.0% | 0.379% | |
| 8/14/2019 | Morgan Stanley | 995,435 | $21.50M | 0.0% | -0.1% | 1.676% | |
| 8/14/2019 | Bank of America Corp DE | 2,534,708 | $54.75M | 0.0% | +2.2% | 4.267% | |
| 8/14/2019 | Invesco Ltd. | 2,746,904 | $59.33M | 0.0% | -29.8% | 4.624% | |
| 8/13/2019 | Tiedemann Advisors LLC | 23,320 | $0.50M | 0.0% | -55.1% | 0.039% | |
| 8/13/2019 | Chilton Capital Management LLC | 149,487 | $3.23M | 0.3% | +11.6% | 0.252% | |
