| 10/22/2019 | Flagship Harbor Advisors LLC | 22,971 | $1.26M | 0.2% | +29.2% | 0.012% | |
| 10/22/2019 | Segment Wealth Management LLC | 6,574 | $0.36M | 0.1% | +16.2% | 0.003% | |
| 10/22/2019 | MCF Advisors LLC | 22,386 | $1.23M | 0.2% | +4.1% | 0.012% | |
| 10/22/2019 | Nikulski Financial Inc. | 38,253 | $2.08M | 1.7% | +3.3% | 0.020% | |
| 10/22/2019 | CWM LLC | 26,149 | $1.43M | 0.0% | +24.4% | 0.014% | |
| 10/22/2019 | Harborview Advisors LLC | 19,507 | $1.07M | 0.9% | -5.2% | 0.010% | |
| 10/22/2019 | Regentatlantic Capital LLC | 56,726 | $3.11M | 0.2% | N/A | 0.030% | |
| 10/22/2019 | LVW Advisors LLC | 73,644 | $4.03M | 1.0% | -14.7% | 0.039% | |
| 10/22/2019 | Hengehold Capital Management LLC | 366,795 | $20.09M | 3.7% | +100.5% | 0.192% | |
| 10/22/2019 | Personal Wealth Partners | 2,628 | $0.14M | 0.1% | N/A | 0.001% | |
| 10/22/2019 | Allen Capital Group LLC | 42,084 | $2.24M | 0.7% | -2.4% | 0.022% | |
| 10/22/2019 | Sequoia Financial Advisors LLC | 9,976 | $0.55M | 0.0% | +12.5% | 0.005% | |
| 10/22/2019 | Marquette Asset Management LLC | 20,089 | $1.10M | 0.4% | +11.6% | 0.011% | |
| 10/22/2019 | Gradient Capital Advisors LLC | 9,007 | $0.49M | 0.4% | -3.9% | 0.005% | |
| 10/21/2019 | Courage Miller Partners LLC | 129,431 | $7.09M | 3.9% | -1.7% | 0.068% | |
| 10/21/2019 | Newman Dignan & Sheerar Inc. | 256,965 | $14.08M | 6.6% | +24.8% | 0.135% | |
| 10/21/2019 | First Command Advisory Services Inc. | 156,354 | $8.68M | 0.3% | +11.0% | 0.082% | |
| 10/21/2019 | Silver Lake Advisory LLC | 20,908 | $1.15M | 0.7% | -1.8% | 0.011% | |
| 10/21/2019 | Broadleaf Partners LLC | 32,425 | $1.78M | 1.1% | +4.3% | 0.017% | |
| 10/18/2019 | Curbstone Financial Management Corp | 7,630 | $0.42M | 0.1% | N/A | 0.004% | |
| 10/18/2019 | Blue Chip Wealth Management Inc. | 8,078 | $0.44M | 0.5% | +7.0% | 0.004% | |
| 10/18/2019 | Vanguard Capital Wealth Advisors | 13,313 | $0.73M | 0.9% | +4.7% | 0.007% | |
| 10/18/2019 | SignalPoint Asset Management LLC | 6,032 | $0.33M | 0.1% | +9.3% | 0.003% | |
| 10/18/2019 | Zeke Capital Advisors LLC | 4,145 | $0.23M | 0.0% | N/A | 0.002% | |
| 10/17/2019 | NEXT Financial Group Inc | 8,622 | $0.47M | 0.1% | +4.0% | 0.005% | |
| 10/17/2019 | Strategic Family Wealth Counselors L.L.C. | 68,617 | $3.76M | 2.8% | +4.2% | 0.036% | |
| 10/17/2019 | Envestnet Asset Management Inc. | 1,325,908 | $72.63M | 0.1% | -2.7% | 0.695% | |
| 10/17/2019 | Atlantic Union Bankshares Corp | 15,673 | $0.86M | 0.1% | +91.0% | 0.008% | |
| 10/17/2019 | Strategic Advisors LLC | 8,050 | $0.44M | 0.2% | +6.8% | 0.004% | |
| 10/17/2019 | Breiter Capital Management Inc. | 62,076 | $3.40M | 4.5% | +49.2% | 0.033% | |
| 10/17/2019 | Highwater Wealth Management LLC | 15,332 | $0.84M | 3.7% | +73.3% | 0.008% | |
| 10/17/2019 | Capital Investment Advisory Services LLC | 14,122 | $0.77M | 0.2% | -2.9% | 0.007% | |
| 10/17/2019 | TCI Wealth Advisors Inc. | 1,217 | $67K | 0.0% | -19.5% | 0.001% | |
| 10/17/2019 | Boyd Watterson Asset Management LLC OH | 15,283 | $0.84M | 0.6% | +10.7% | 0.008% | |
| 10/16/2019 | Financial Consulate Inc. | 38,906 | $2.13M | 0.9% | -1.3% | 0.020% | |
| 10/16/2019 | Vigilant Capital Management LLC | 4,349 | $0.24M | 0.0% | N/A | 0.002% | |
| 10/16/2019 | Bouchey Financial Group Ltd | 49,821 | $2.73M | 0.7% | +1.9% | 0.026% | |
| 10/16/2019 | Hurlow Wealth Management Group Inc. | 25,135 | $1.37M | 1.5% | -6.4% | 0.013% | |
| 10/16/2019 | Cypress Wealth Services LLC | 24,099 | $1.32M | 0.4% | +5.2% | 0.013% | |
| 10/16/2019 | Planning Alternatives Ltd. ADV | 168,566 | $9.23M | 1.7% | +0.7% | 0.088% | |
| 10/16/2019 | Strategic Blueprint LLC | 6,575 | $0.36M | 0.3% | +9.9% | 0.003% | |
| 10/16/2019 | Signaturefd LLC | 6,577 | $0.36M | 0.0% | +39.9% | 0.003% | |
| 10/16/2019 | CIBC Private Wealth Group LLC | 36,766 | $2.01M | 0.0% | +150.0% | 0.019% | |
| 10/16/2019 | Murphy Middleton Hinkle & Parker Inc. | 13,570 | $0.74M | 0.5% | +2.4% | 0.007% | |
| 10/15/2019 | Eagle Capital Management LLC | 43,572 | $2.39M | 1.3% | +0.8% | 0.023% | |
| 10/15/2019 | Wealthfront Advisers LLC | 6,074,590 | $332.77M | 2.8% | +0.4% | 3.184% | |
| 10/15/2019 | SeaCrest Wealth Management LLC | 41,057 | $2.25M | 0.4% | +40.1% | 0.022% | |
| 10/15/2019 | Strategic Wealth Management Group LLC | 587,043 | $32.16M | 23.1% | +11.9% | 0.308% | |
| 10/15/2019 | Toth Financial Advisory Corp | 5,684 | $0.31M | 0.1% | -9.3% | 0.003% | |
| 10/15/2019 | Genesee Capital Advisors LLC | 20,356 | $1.12M | 1.0% | +3.6% | 0.011% | |
| 10/15/2019 | Pflug Koory LLC | 1,693 | $93K | 0.1% | +4,737.1% | 0.001% | |
| 10/15/2019 | McAdam LLC | 31,363 | $1.72M | 0.5% | +31.4% | 0.016% | |
| 10/15/2019 | Smithbridge Asset Management Inc. DE | 81,626 | $4.47M | 2.5% | +2.1% | 0.043% | |
| 10/15/2019 | Stony Point Wealth Management Inc. | 19,363 | $1.06M | 1.0% | +23.1% | 0.010% | |
| 10/15/2019 | LifePlan Financial Group Inc | 4,637 | $0.25M | 0.1% | +157.2% | 0.002% | |
| 10/15/2019 | Rainey & Randall Investment Management Inc. | 7,736 | $0.42M | 0.4% | +10.3% | 0.004% | |
| 10/15/2019 | Nwam LLC | 7,657 | $0.42M | 0.1% | N/A | 0.004% | |
| 10/15/2019 | PFG Advisors | 64,533 | $3.44M | 0.9% | +5.3% | 0.034% | |
| 10/15/2019 | Starfire Investment Advisers Inc. | 50,664 | $2.78M | 1.1% | +7.9% | 0.027% | |
| 10/11/2019 | Successful Portfolios LLC | 5,893 | $0.32M | 0.3% | -12.6% | 0.003% | |
| 10/11/2019 | Financial Management Professionals Inc. | 1,100 | $60K | 0.0% | +83.3% | 0.001% | |
| 10/11/2019 | Elwood & Goetz Wealth Advisory Group LLC | 68,115 | $3.73M | 3.0% | -1.3% | 0.036% | |
| 10/10/2019 | Juncture Wealth Strategies LLC | 44,433 | $2.43M | 2.1% | +10.4% | 0.023% | |
| 10/10/2019 | Brio Consultants LLC | 6,705 | $0.37M | 0.1% | +7.8% | 0.004% | |
| 10/10/2019 | Legacy Private Trust Co. | 105,150 | $5.76M | 0.6% | +6.5% | 0.055% | |
| 10/10/2019 | Gradient Investments LLC | 4,737 | $0.26M | 0.0% | +4.6% | 0.002% | |
| 10/10/2019 | Old Port Advisors | 51,932 | $2.81M | 1.5% | +0.7% | 0.027% | |
| 10/10/2019 | Manning & Napier Group LLC | 143,003 | $7.83M | 0.1% | +12.3% | 0.075% | |
| 10/9/2019 | Kohmann Bosshard Financial Services LLC | 135,092 | $7.40M | 2.9% | +5.7% | 0.071% | |
| 10/9/2019 | Newport Wealth Strategies Inc. | 63,821 | $3.50M | 3.2% | +3.4% | 0.034% | |
| 10/9/2019 | American Economic Planning Group Inc. ADV | 753,240 | $41M | 11.2% | -1.8% | 0.397% | |
| 10/9/2019 | Ackerman Capital Advisors LLC | 18,065 | $0.99M | 0.3% | +3.1% | 0.010% | |
| 10/9/2019 | Carroll Financial Associates Inc. | 23,655 | $1.30M | 0.1% | +1.2% | 0.012% | |
| 10/9/2019 | Arden Trust Co | 73,345 | $4.02M | 0.7% | +41.4% | 0.039% | |
| 10/9/2019 | Diversified Trust Co | 4,525 | $0.25M | 0.0% | +12.4% | 0.002% | |
| 10/9/2019 | TRUE Private Wealth Advisors | 9,725 | $0.53M | 0.1% | -8.1% | 0.005% | |
| 10/9/2019 | SevenBridge Financial Group LLC | 78,342 | $4.29M | 2.3% | +0.5% | 0.041% | |
| 10/9/2019 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,780 | $0.54M | 0.1% | +49.5% | 0.005% | |
| 10/8/2019 | JBJ Investment Partners LLC | 1,700,676 | $93.16M | 31.4% | +5.6% | 0.896% | |
| 10/8/2019 | Keystone Financial Planning Inc. | 193,623 | $10.61M | 5.1% | +16.9% | 0.102% | |
| 10/8/2019 | Ellevest Inc. | 7,920 | $0.43M | 0.2% | -5.0% | 0.004% | |
| 10/8/2019 | Reitz Capital Advisors LLC | 275,142 | $15.07M | 17.1% | +68.5% | 0.145% | |
| 10/7/2019 | Lederer & Associates Investment Counsel CA | 7,191 | $0.39M | 0.4% | +16.4% | 0.004% | |
| 10/7/2019 | Bangor Savings Bank | 43,011 | $2.36M | 0.4% | +0.7% | 0.023% | |
| 10/3/2019 | Centric Wealth Management | 13,779 | $0.73M | 0.5% | +9.3% | 0.007% | |
| 8/27/2019 | Vista Private Wealth Partners. LLC | 113,800 | $5.99M | 3.8% | +8.4% | 0.062% | |
| 8/27/2019 | Rehmann Capital Advisory Group | 918 | $49K | 0.0% | +59.4% | 0.000% | |
| 8/26/2019 | Atria Investments LLC | 24,669 | $1.28M | 0.0% | +11.7% | 0.013% | |
| 8/23/2019 | Breiter Capital Management Inc. | 41,614 | $2.21M | 2.2% | +41.8% | 0.023% | |
| 8/23/2019 | RFG Advisory LLC | 6,068 | $0.32M | 0.1% | -12.3% | 0.003% | |
| 8/20/2019 | Ellevest Inc. | 8,338 | $0.44M | 0.2% | +24.2% | 0.005% | |
| 8/19/2019 | AJ Wealth Strategies LLC | 93,839 | $4.98M | 0.7% | +4.6% | 0.051% | |
| 8/19/2019 | D L Carlson Investment Group Inc. | 46,850 | $2.49M | 0.8% | -6.5% | 0.026% | |
| 8/19/2019 | WealthPLAN Partners LLC | 129,247 | $6.78M | 1.0% | +4.2% | 0.071% | |
| 8/19/2019 | Colony Group LLC | 394,941 | $20.96M | 0.7% | +5,442.3% | 0.216% | |
| 8/19/2019 | Phocas Financial Corp. | 4,240 | $0.23M | 0.0% | +8.7% | 0.002% | |
| 8/17/2019 | Pacific Edge Advisors LLC | 31,760 | $1.69M | 1.1% | -15.3% | 0.017% | |
| 8/17/2019 | Royal Bank of Canada | 99,799 | $5.30M | 0.0% | +3.2% | 0.054% | |
| 8/17/2019 | UBS Group AG | 2,563,665 | $136.05M | 0.1% | +6.9% | 1.399% | |
| 8/17/2019 | HM Payson & Co. | 910 | $48K | 0.0% | N/A | 0.000% | |
