| 5/7/2021 | BlackRock Inc. | 270,634 | $8.60M | 0.0% | -4.4% | 0.095% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 221,060 | $7.03M | 0.0% | +8.9% | 0.077% | |
| 5/7/2021 | Mariner LLC | 448,257 | $14.25M | 0.1% | +13.2% | 0.157% | |
| 5/7/2021 | Mengis Capital Management Inc. | 8,796 | $0.28M | 0.1% | -5.9% | 0.003% | |
| 5/7/2021 | Robertson Stephens Wealth Management LLC | 22,974 | $0.73M | 0.1% | +32.6% | 0.008% | |
| 5/7/2021 | Appleton Group LLC | 17,895 | $0.57M | 0.7% | -93.0% | 0.006% | |
| 5/7/2021 | Meridian Wealth Management LLC | 8,506 | $0.27M | 0.0% | -9.5% | 0.003% | |
| 5/7/2021 | Sowell Financial Services LLC | 17,256 | $0.56M | 0.0% | -51.3% | 0.006% | |
| 5/7/2021 | Valley National Advisers Inc. | 170,029 | $5.40M | 1.1% | +66.5% | 0.059% | |
| 5/7/2021 | Strategic Financial Planning Inc. | 227,313 | $7.22M | 5.4% | +2.5% | 0.079% | |
|
| 5/7/2021 | HC Advisors LLC | 224,483 | $7.13M | 4.6% | -1.0% | 0.078% | |
| 5/7/2021 | Prime Capital Investment Advisors LLC | 761,758 | $24.21M | 1.7% | +32.2% | 0.266% | |
| 5/7/2021 | Gould Asset Management LLC CA | 17,660 | $0.56M | 0.2% | +1.9% | 0.006% | |
| 5/7/2021 | Trellis Advisors LLC | 62,234 | $1.98M | 1.1% | -1.8% | 0.022% | |
| 5/7/2021 | Radnor Financial Advisors LLC | 544,517 | $17.34M | 7.6% | +1.9% | 0.190% | |
| 5/6/2021 | Sigma Planning Corp | 25,934 | $0.82M | 0.0% | +4.2% | 0.009% | |
| 5/6/2021 | AJ Wealth Strategies LLC | 27,732 | $0.88M | 0.1% | +188.0% | 0.010% | |
| 5/6/2021 | Brandywine Oak Private Wealth LLC | 889,182 | $28.26M | 4.2% | +37.8% | 0.311% | |
| 5/6/2021 | Blankinship & Foster LLC | 99,550 | $3.16M | 1.3% | -1.5% | 0.035% | |
| 5/6/2021 | Koshinski Asset Management Inc. | 48,199 | $1.53M | 0.2% | -1.2% | 0.017% | |
| 5/6/2021 | Larson Financial Group LLC | 5,475 | $0.17M | 0.1% | +25.3% | 0.002% | |
| 5/6/2021 | Windward Private Wealth Management Inc. | 28,359 | $0.90M | 0.4% | +57.8% | 0.010% | |
| 5/6/2021 | Fagan Associates Inc. | 76,111 | $2.42M | 0.6% | +11.2% | 0.027% | |
| 5/5/2021 | Tortoise Investment Management LLC | 57,399 | $1.82M | 0.4% | +11.4% | 0.020% | |
| 5/5/2021 | Element Wealth LLC | 101,456 | $3.22M | 2.7% | +168.8% | 0.035% | |
| 5/5/2021 | Newman Dignan & Sheerar Inc. | 10,881 | $0.35M | 0.1% | +16.8% | 0.004% | |
| 5/5/2021 | Palladium Partners LLC | 6,750 | $0.22M | 0.0% | N/A | 0.002% | |
| 5/5/2021 | Destination Wealth Management | 38,385 | $1.22M | 0.1% | -4.3% | 0.013% | |
| 5/5/2021 | Lakeview Capital Partners LLC | 6,661 | $0.21M | 0.1% | +9.0% | 0.002% | |
| 5/5/2021 | Avidian Wealth Solutions LLC | 7,881 | $0.25M | 0.0% | -12.4% | 0.003% | |
| 5/5/2021 | Capital Investment Advisory Services LLC | 39,132 | $1.24M | 0.2% | -5.9% | 0.014% | |
| 5/5/2021 | JMG Financial Group Ltd. | 700,162 | $22.25M | 1.4% | -1.3% | 0.245% | |
| 5/5/2021 | Emery Howard Portfolio Management Inc. | 851,130 | $27.05M | 4.4% | -1.8% | 0.297% | |
| 5/5/2021 | Ausdal Financial Partners Inc. | 30,506 | $0.97M | 0.2% | +19.5% | 0.011% | |
| 5/4/2021 | Acas LLC | 7,427 | $0.24M | 0.4% | N/A | 0.003% | |
| 5/4/2021 | D.B. Root & Company LLC | 16,067 | $0.51M | 0.2% | +9.1% | 0.006% | |
| 5/4/2021 | Kohmann Bosshard Financial Services LLC | 425,976 | $13.54M | 3.6% | +18.0% | 0.149% | |
| 5/4/2021 | Buckingham Capital Management Inc. | 191,007 | $6.07M | 1.0% | -1.2% | 0.067% | |
| 5/4/2021 | Envestnet Asset Management Inc. | 1,526,829 | $48.52M | 0.0% | +37.3% | 0.534% | |
| 5/4/2021 | Armor Investment Advisors LLC | 16,797 | $0.53M | 0.3% | +8.7% | 0.006% | |
| 5/4/2021 | Valley Forge Investment Consultants Inc. ADV | 22,032 | $0.70M | 0.5% | +16.0% | 0.008% | |
| 5/4/2021 | Commonwealth Equity Services LLC | 125,243 | $3.98M | 0.0% | +12.5% | 0.044% | |
| 5/4/2021 | Sterling Investment Advisors Ltd. | 1,542 | $49K | 0.0% | +248.9% | 0.001% | |
| 5/4/2021 | GYL Financial Synergies LLC | 53,865 | $1.71M | 0.9% | -1.9% | 0.019% | |
| 5/4/2021 | REDW Wealth LLC | 27,153 | $0.86M | 0.3% | +1.3% | 0.009% | |
| 5/4/2021 | Madden Advisory Services Inc. | 24,304 | $0.77M | 0.6% | -8.1% | 0.008% | |
| 5/4/2021 | Alliance Wealth Management Group | 414,195 | $13.16M | 5.0% | +7.8% | 0.145% | |
| 5/4/2021 | Ieq Capital LLC | 8,027 | $0.26M | 0.0% | N/A | 0.003% | |
| 5/4/2021 | Savant Capital LLC | 126,273 | $4.01M | 0.2% | -1.0% | 0.044% | |
| 5/4/2021 | Retirement Group LLC | 8,086 | $0.26M | 0.1% | +7.4% | 0.003% | |
| 5/4/2021 | Northern Capital Management Inc. | 221,061 | $7.03M | 6.4% | -0.4% | 0.077% | |
| 5/3/2021 | Nicolet Bankshares Inc. | 20,165 | $0.64M | 0.2% | -2.6% | 0.007% | |
| 5/3/2021 | Asset Dedication LLC | 38,472 | $1.22M | 0.3% | -4.0% | 0.013% | |
| 5/3/2021 | Focused Wealth Management Inc | 45,128 | $1.43M | 0.3% | -11.7% | 0.016% | |
| 5/3/2021 | SignalPoint Asset Management LLC | 16,989 | $0.53M | 0.2% | N/A | 0.006% | |
| 5/3/2021 | 55I LLC | 328,119 | $10.43M | 0.5% | +14.3% | 0.115% | |
| 5/3/2021 | DDD Partners LLC | 11,851 | $0.38M | 0.1% | +5.1% | 0.004% | |
| 4/30/2021 | Global Strategic Investment Solutions LLC | 172,969 | $5.50M | 1.0% | -53.0% | 0.060% | |
| 4/30/2021 | Crew Capital Management Ltd. | 34,118 | $1.08M | 1.1% | N/A | 0.012% | |
| 4/30/2021 | Signaturefd LLC | 10,415 | $0.33M | 0.0% | +15.7% | 0.004% | |
| 4/30/2021 | MorganRosel Wealth Management LLC | 124,274 | $3.95M | 2.5% | +20.4% | 0.043% | |
| 4/30/2021 | McKinley Carter Wealth Services Inc. | 12,650 | $0.40M | 0.0% | +69.8% | 0.004% | |
| 4/30/2021 | Ifrah Financial Services Inc. | 188,671 | $6M | 1.8% | -1.1% | 0.066% | |
| 4/30/2021 | US Financial Advisors LLC | 86,006 | $2.73M | 0.8% | +8.7% | 0.030% | |
| 4/30/2021 | Trustcore Financial Services LLC | 32,783 | $1.04M | 0.1% | -9.0% | 0.011% | |
| 4/30/2021 | IFP Advisors Inc | 27,094 | $0.86M | 0.0% | -27.6% | 0.009% | |
| 4/30/2021 | Greenleaf Trust | 21,810 | $0.69M | 0.0% | +2.8% | 0.008% | |
| 4/30/2021 | Zeit Capital LLC | 908 | $29K | 0.0% | N/A | 0.000% | |
| 4/30/2021 | Bond & Devick Financial Network Inc. | 31,518 | $1M | 0.9% | +1.4% | 0.011% | |
| 4/30/2021 | Buckingham Strategic Wealth LLC | 163,173 | $5.19M | 0.3% | +1.2% | 0.057% | |
| 4/30/2021 | Pasadena Private Wealth LLC | 117,423 | $3.73M | 1.4% | +1.7% | 0.041% | |
| 4/30/2021 | Bristlecone Advisors LLC | 40,298 | $1.28M | 0.2% | +5.8% | 0.014% | |
| 4/30/2021 | Wealthcare Advisory Partners LLC | 4,184 | $0.13M | 0.0% | N/A | 0.001% | |
| 4/29/2021 | Peak Financial Management Inc. | 38,841 | $1.23M | 0.4% | +1.2% | 0.014% | |
| 4/29/2021 | Klingenstein Fields & Co. LP | 916,894 | $29.14M | 1.3% | +3.9% | 0.320% | |
| 4/29/2021 | Alpha Omega Wealth Management LLC | 48,413 | $1.54M | 0.3% | +6.1% | 0.017% | |
| 4/29/2021 | Paradigm Strategies in Wealth Management LLC | 2,895 | $92K | 0.1% | N/A | 0.001% | |
| 4/29/2021 | Your Advocates Ltd. LLP | 250,094 | $7.95M | 5.9% | -34.8% | 0.087% | |
| 4/29/2021 | North Star Asset Management Inc. | 472,605 | $15.02M | 0.9% | +3.3% | 0.165% | |
| 4/29/2021 | Allen Capital Group LLC | 19,945 | $0.63M | 0.1% | +3.3% | 0.007% | |
| 4/29/2021 | Curi Capital | 149,269 | $4.74M | 3.0% | +11.9% | 0.052% | |
| 4/29/2021 | Miracle Mile Advisors LLC | 799,237 | $25.40M | 1.4% | +2.7% | 0.279% | |
| 4/29/2021 | Well Done LLC | 21,210 | $0.67M | 0.2% | -6.7% | 0.007% | |
| 4/29/2021 | Procyon Private Wealth Partners LLC | 31,711 | $1.01M | 0.5% | +1.8% | 0.011% | |
| 4/29/2021 | Kiley Juergens Wealth Management LLC | 14,241 | $0.45M | 0.2% | +40.4% | 0.005% | |
| 4/29/2021 | Patriot Investment Management Inc. | 238,004 | $7.56M | 0.7% | +295.3% | 0.083% | |
| 4/29/2021 | WT Wealth Management | 59,897 | $1.90M | 0.9% | -35.2% | 0.021% | |
| 4/28/2021 | Cooper Haims Advisors LLC | 775,578 | $24.65M | 17.4% | +1.3% | 0.271% | |
| 4/28/2021 | Firestone Capital Management | 171,063 | $5.44M | 1.9% | +5.3% | 0.060% | |
| 4/28/2021 | Orgel Wealth Management LLC | 202,467 | $6.43M | 0.9% | +54.3% | 0.071% | |
| 4/28/2021 | Sterling Financial Planning Inc. | 6,939 | $0.22M | 0.2% | +102.5% | 0.002% | |
| 4/28/2021 | Park Avenue Securities LLC | 7,063 | $0.22M | 0.0% | N/A | 0.002% | |
| 4/28/2021 | JJJ Advisors Inc. | 21,295 | $0.68M | 0.3% | -9.0% | 0.007% | |
| 4/28/2021 | BCS Wealth Management | 31,180 | $0.99M | 0.5% | +5.6% | 0.011% | |
| 4/28/2021 | JFS Wealth Advisors LLC | 245,526 | $7.80M | 1.6% | -3.6% | 0.086% | |
| 4/28/2021 | Cypress Wealth Services LLC | 14,918 | $0.47M | 0.1% | -33.7% | 0.005% | |
| 4/28/2021 | BCK Partners Inc. | 91,937 | $2.95M | 2.1% | +6.7% | 0.032% | |
| 4/28/2021 | Game Plan Financial Advisors LLC | 15,903 | $0.51M | 0.3% | +137.3% | 0.006% | |
| 4/28/2021 | Front Row Advisors LLC | 7,345 | $0.23M | 0.1% | +5.6% | 0.003% | |
| 4/28/2021 | Chicago Partners Investment Group LLC | 17,015 | $0.55M | 0.0% | +16.6% | 0.006% | |
