| 5/7/2021 | Brighton Jones LLC | 8,020 | $0.41M | 0.0% | +23.0% | 0.005% | |
| 5/7/2021 | Fifth Third Bancorp | 1,081 | $55K | 0.0% | N/A | 0.001% | |
| 5/7/2021 | ERTS Wealth Advisors LLC | 132,812 | $6.82M | 2.0% | +38.1% | 0.079% | |
| 5/6/2021 | Bigelow Investment Advisors LLC | 162,758 | $8.35M | 4.2% | +0.8% | 0.097% | |
| 5/6/2021 | Brandywine Oak Private Wealth LLC | 669,635 | $34.36M | 5.1% | -6.4% | 0.400% | |
| 5/6/2021 | First National Trust Co | 138,668 | $7.12M | 0.5% | +10.0% | 0.083% | |
| 5/6/2021 | Clearview Wealth Advisors LLC | 3,020 | $0.16M | 0.1% | -52.7% | 0.002% | |
| 5/6/2021 | Staley Capital Advisers Inc. | 36,320 | $1.86M | 0.1% | -3.7% | 0.022% | |
| 5/6/2021 | Papp L Roy & Associates | 9,906 | $0.51M | 0.1% | -14.6% | 0.006% | |
| 5/6/2021 | Koshinski Asset Management Inc. | 54,277 | $2.79M | 0.3% | +24.4% | 0.032% | |
|
| 5/6/2021 | Clear Perspectives Financial Planning LLC | 23,350 | $1.20M | 0.7% | -30.4% | 0.014% | |
| 5/5/2021 | Tortoise Investment Management LLC | 9,026 | $0.46M | 0.1% | -18.8% | 0.005% | |
| 5/5/2021 | Avidian Wealth Solutions LLC | 480,642 | $24.66M | 2.1% | +4.7% | 0.288% | |
| 5/5/2021 | Signet Financial Management LLC | 5,196 | $0.27M | 0.1% | -23.3% | 0.003% | |
| 5/5/2021 | Oak Family Advisors LLC | 12,000 | $0.62M | 0.3% | -53.0% | 0.007% | |
| 5/5/2021 | Hatton Consulting Inc. | 172,805 | $8.87M | 8.1% | N/A | 0.103% | |
| 5/5/2021 | Ausdal Financial Partners Inc. | 7,801 | $0.40M | 0.1% | +29.3% | 0.005% | |
| 5/4/2021 | Acas LLC | 9,366 | $0.48M | 0.8% | N/A | 0.005% | |
| 5/4/2021 | D.B. Root & Company LLC | 146,690 | $7.53M | 3.0% | -26.7% | 0.085% | |
| 5/4/2021 | Dean Investment Associates LLC | 161,230 | $8.27M | 1.6% | +1.0% | 0.093% | |
| 5/4/2021 | Envestnet Asset Management Inc. | 1,561,773 | $80.14M | 0.1% | +3.8% | 0.904% | |
| 5/4/2021 | Lionsbridge Wealth Management LLC | 83,714 | $4.30M | 4.2% | +0.7% | 0.048% | |
| 5/4/2021 | Commonwealth Equity Services LLC | 69,313 | $3.56M | 0.0% | -5.2% | 0.040% | |
| 5/4/2021 | Bouchey Financial Group Ltd | 13,320 | $0.68M | 0.1% | -6.8% | 0.008% | |
| 5/4/2021 | Alliance Wealth Management Group | 18,635 | $0.96M | 0.4% | -60.5% | 0.011% | |
| 5/3/2021 | Howard Financial Services LTD. | 10,481 | $0.54M | 0.2% | -24.4% | 0.006% | |
| 5/3/2021 | Nicolet Bankshares Inc. | 9,222 | $0.47M | 0.1% | -11.9% | 0.005% | |
| 5/3/2021 | Asset Dedication LLC | 1,915 | $99K | 0.0% | -60.6% | 0.001% | |
| 5/3/2021 | AlphaStar Capital Management LLC | 207,673 | $10.66M | 1.7% | +2.2% | 0.120% | |
| 5/3/2021 | Sfmg LLC | 55,729 | $2.86M | 0.3% | -33.3% | 0.032% | |
| 5/3/2021 | Calton & Associates Inc. | 23,835 | $1.22M | 0.2% | +1.9% | 0.014% | |
| 5/3/2021 | SignalPoint Asset Management LLC | 83,148 | $4.27M | 1.5% | -14.8% | 0.048% | |
| 5/3/2021 | Sandy Spring Bank | 35,916 | $1.84M | 0.1% | +142.4% | 0.021% | |
| 5/3/2021 | 55I LLC | 693,134 | $35.57M | 1.8% | +9.9% | 0.401% | |
| 5/3/2021 | Moisand Fitzgerald Tamayo LLC | 143,201 | $7.35M | 3.2% | +0.3% | 0.083% | |
| 5/3/2021 | Hanson & Doremus Investment Management | 1,915 | $98K | 0.0% | N/A | 0.001% | |
| 5/3/2021 | Black Diamond Financial LLC | 36,098 | $1.85M | 0.8% | -32.5% | 0.021% | |
| 5/3/2021 | Hendershot Investments Inc. | 1,205 | $62K | 0.0% | -85.2% | 0.001% | |
| 5/3/2021 | Strategic Wealth Management Inc. | 229,400 | $11.77M | 7.1% | -17.9% | 0.133% | |
| 5/3/2021 | DDD Partners LLC | 198,478 | $10.18M | 1.7% | +10.3% | 0.115% | |
| 4/30/2021 | MUFG Americas Holdings Corp | 25,439 | $1.31M | 0.0% | +0.8% | 0.015% | |
| 4/30/2021 | Intrua Financial LLC | 7,210 | $0.37M | 0.1% | +9.4% | 0.004% | |
| 4/30/2021 | Trustcore Financial Services LLC | 408,075 | $20.94M | 2.4% | -6.8% | 0.253% | |
| 4/30/2021 | Harrington Investments INC | 240,811 | $12.36M | 7.7% | +3.1% | 0.140% | |
| 4/30/2021 | IFP Advisors Inc | 9,831 | $0.50M | 0.0% | -24.0% | 0.006% | |
| 4/30/2021 | Centaurus Financial Inc. | 35,301 | $1.81M | 0.2% | -4.5% | 0.022% | |
| 4/30/2021 | Smith & Howard Wealth Management LLC | 135,207 | $6.94M | 3.5% | +0.3% | 0.082% | |
| 4/30/2021 | Bond & Devick Financial Network Inc. | 50,355 | $2.58M | 2.4% | +40.6% | 0.031% | |
| 4/30/2021 | Buckingham Strategic Wealth LLC | 193,167 | $9.91M | 0.5% | -4.0% | 0.118% | |
| 4/30/2021 | Wealthcare Advisory Partners LLC | 2,585 | $0.13M | 0.0% | N/A | 0.002% | |
| 4/29/2021 | Paradigm Strategies in Wealth Management LLC | 2,864 | $0.15M | 0.1% | N/A | 0.002% | |
| 4/29/2021 | Williams Financial LLC | 4,260 | $0.22M | 0.2% | N/A | 0.003% | |
| 4/29/2021 | Perennial Investment Advisors LLC | 8,253 | $0.42M | 0.2% | -15.4% | 0.005% | |
| 4/29/2021 | Roof Eidam & Maycock ADV | 574,084 | $29.46M | 11.4% | +160.8% | 0.355% | |
| 4/29/2021 | Allen Capital Group LLC | 116,245 | $5.97M | 1.3% | -17.6% | 0.072% | |
| 4/29/2021 | Planned Solutions Inc. | 203,752 | $10.46M | 8.2% | +36.5% | 0.126% | |
| 4/29/2021 | Seascape Capital Management | 22,066 | $1.13M | 0.6% | -15.8% | 0.014% | |
| 4/29/2021 | Paradigm Financial Advisors LLC | 7,022 | $0.36M | 0.1% | -95.0% | 0.004% | |
| 4/29/2021 | Sentinel Pension Advisors Inc. | 398,223 | $30.56M | 11.2% | +179.8% | 0.247% | |
| 4/29/2021 | Procyon Private Wealth Partners LLC | 11,500 | $0.59M | 0.3% | +35.3% | 0.007% | |
| 4/29/2021 | Patriot Investment Management Inc. | 16,653 | $0.85M | 0.1% | +67.7% | 0.010% | |
| 4/28/2021 | US Bancorp DE | 3,476 | $0.18M | 0.0% | -10.7% | 0.002% | |
| 4/28/2021 | Carlton Hofferkamp & Jenks Wealth Management LLC | 135,624 | $6.96M | 3.1% | -1.6% | 0.085% | |
| 4/28/2021 | DAGCO Inc. | 31,985 | $1.64M | 0.8% | N/A | 0.020% | |
| 4/28/2021 | Dividend Assets Capital LLC | 16,037 | $0.82M | 0.2% | +17.9% | 0.010% | |
| 4/28/2021 | Park Avenue Securities LLC | 29,548 | $1.52M | 0.0% | N/A | 0.018% | |
| 4/28/2021 | DAVENPORT & Co LLC | 459,598 | $23.58M | 0.2% | +6,028.0% | 0.286% | |
| 4/28/2021 | Insight Financial Services | 207,871 | $10.67M | 8.3% | N/A | 0.130% | |
| 4/28/2021 | Parsons Capital Management Inc. RI | 57,925 | $2.97M | 0.2% | +9.4% | 0.036% | |
| 4/28/2021 | Riversedge Advisors LLC | 38,449 | $1.97M | 0.8% | +17.1% | 0.024% | |
| 4/28/2021 | Chicago Partners Investment Group LLC | 48,814 | $2.50M | 0.2% | +15.2% | 0.030% | |
| 4/27/2021 | Venture Visionary Partners LLC | 37,985 | $1.95M | 0.2% | -8.2% | 0.024% | |
| 4/27/2021 | NextCapital Advisers Inc. | 2,892,256 | $148.43M | 3.5% | -4.3% | 1.828% | |
| 4/27/2021 | Lutz Financial Services LLC | 12,775 | $0.66M | 0.1% | -12.5% | 0.008% | |
| 4/27/2021 | MinichMacGregor Wealth Management LLC | 111,617 | $5.73M | 2.1% | -37.8% | 0.071% | |
| 4/27/2021 | Clarius Group LLC | 171,639 | $8.81M | 0.9% | -6.5% | 0.108% | |
| 4/27/2021 | Meritage Portfolio Management | 51,995 | $2.67M | 0.2% | +69.0% | 0.033% | |
| 4/27/2021 | Stratos Wealth Advisors LLC | 116,566 | $5.98M | 0.6% | -21.8% | 0.074% | |
| 4/27/2021 | United Capital Management of KS Inc. | 18,963 | $0.97M | 0.4% | -31.2% | 0.012% | |
| 4/27/2021 | AE Wealth Management LLC | 89,393 | $4.59M | 0.0% | +14.0% | 0.057% | |
| 4/27/2021 | PFG Advisors | 6,506 | $0.33M | 0.0% | -26.6% | 0.004% | |
| 4/27/2021 | Dynamic Advisor Solutions LLC | 72,456 | $3.72M | 0.3% | +3.6% | 0.046% | |
| 4/27/2021 | Abacus Planning Group Inc. | 220,613 | $11.32M | 3.6% | +6.4% | 0.139% | |
| 4/27/2021 | Ridgewood Investments LLC | 4,950 | $0.25M | 0.2% | N/A | 0.003% | |
| 4/26/2021 | Vista Wealth Management Group LLC | 5,395 | $0.28M | 0.1% | -4.4% | 0.003% | |
| 4/26/2021 | Courage Miller Partners LLC | 262,970 | $13.49M | 5.9% | +3.3% | 0.166% | |
| 4/26/2021 | Wedbush Securities Inc. | 4,913 | $0.25M | 0.0% | N/A | 0.003% | |
| 4/26/2021 | Monticello Wealth Management LLC | 33,076 | $1.70M | 0.1% | -2.1% | 0.021% | |
| 4/26/2021 | Financial Management Professionals Inc. | 1,192 | $61K | 0.0% | +142.3% | 0.001% | |
| 4/26/2021 | Ballast Advisors LLC | 93,403 | $4.79M | 2.2% | -18.6% | 0.059% | |
| 4/26/2021 | Archford Capital Strategies LLC | 5,518 | $0.28M | 0.1% | -11.4% | 0.003% | |
| 4/26/2021 | MBE Wealth Management LLC | 59,869 | $3.07M | 1.7% | +4.1% | 0.038% | |
| 4/26/2021 | Wealth CMT | 23,132 | $1.19M | 0.7% | +1.9% | 0.015% | |
| 4/23/2021 | Tradewinds Capital Management LLC | 847,172 | $43.47M | 8.7% | +10.5% | 0.541% | |
| 4/23/2021 | Fieldpoint Private Securities LLC | 4,158 | $0.21M | 0.0% | N/A | 0.003% | |
| 4/23/2021 | Relaxing Retirement Coach | 25,317 | $1.30M | 1.5% | -23.9% | 0.016% | |
| 4/23/2021 | FLC Capital Advisors | 142,046 | $7.29M | 2.3% | -16.0% | 0.092% | |
| 4/23/2021 | Diligent Investors LLC | 10,650 | $0.55M | 0.2% | +8.2% | 0.007% | |
| 4/23/2021 | Sheets Smith Wealth Management | 132,094 | $6.78M | 1.0% | +3.2% | 0.085% | |
| 4/23/2021 | Summit Financial Wealth Advisors LLC | 5,314 | $0.27M | 0.1% | -5.1% | 0.003% | |
