| 2/18/2020 | Wealthquest Corp | 48,168 | $1.44M | 0.4% | -9.2% | 0.070% | |
| 2/18/2020 | IHT Wealth Management LLC | 11,119 | $0.33M | 0.0% | N/A | 0.016% | |
| 2/17/2020 | Ladenburg Thalmann Financial Services Inc. | 94,162 | $2.80M | 0.0% | +61.7% | 0.136% | |
| 2/14/2020 | Jane Street Group LLC | 25,139 | $0.75M | 0.0% | -74.1% | 0.036% | |
| 2/14/2020 | Financial Architects Inc | 4,414 | $0.13M | 0.0% | +195.3% | 0.006% | |
| 2/14/2020 | Bank of America Corp DE | 465,206 | $13.94M | 0.0% | +43.9% | 0.674% | |
| 2/14/2020 | Goldman Sachs Group Inc. | 50,599 | $1.52M | 0.0% | N/A | 0.073% | |
| 2/14/2020 | UBS Group AG | 256,961 | $7.70M | 0.0% | -26.3% | 0.372% | |
| 2/13/2020 | Carnegie Capital Asset Management LLC | 16,105 | $0.48M | 0.0% | +13.3% | 0.023% | |
| 2/13/2020 | Charles Schwab Investment Advisory Inc. | 12,324,447 | $369.24M | 0.5% | +11.5% | 17.862% | |
| 2/13/2020 | Capital Asset Advisory Services LLC | 3,000 | $90K | 0.0% | N/A | 0.004% | |
| 2/13/2020 | Mercer Global Advisors Inc. ADV | 10,697 | $0.32M | 0.0% | +32.0% | 0.016% | |
| 2/13/2020 | Relative Value Partners Group LLC | 598,313 | $17.93M | 1.7% | +49.5% | 0.867% | |
| 2/13/2020 | Change Path LLC | 34,706 | $1.04M | 0.2% | +12.4% | 0.050% | |
| 2/13/2020 | Financial Advocates Investment Management | 7,450 | $0.22M | 0.0% | N/A | 0.011% | |
| 2/13/2020 | Renaissance Technologies LLC | 122,361 | $3.67M | 0.0% | +303.4% | 0.177% | |
| 2/12/2020 | Advisor Group Inc. | 47,027 | $1.41M | 0.0% | +17.8% | 0.068% | |
| 2/12/2020 | Raymond James & Associates | 8,845 | $0.27M | 0.0% | +29.3% | 0.013% | |
| 2/12/2020 | Raymond James Financial Services Advisors Inc. | 133,316 | $3.99M | 0.0% | +67.1% | 0.193% | |
| 2/12/2020 | Windsor Capital Management LLC | 102,208 | $3.06M | 1.3% | +17.6% | 0.148% | |
| 2/12/2020 | C M Bidwell & Associates Ltd. | 2,335 | $70K | 0.1% | N/A | 0.003% | |
| 2/11/2020 | ARGI Investment Services LLC | 857,194 | $25.77M | 1.2% | +8,326.2% | 1.242% | |
| 2/11/2020 | Alexandria Capital LLC | 240,638 | $7.21M | 1.0% | +36.9% | 0.349% | |
| 2/11/2020 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 23,491 | $0.70M | 0.1% | +45.8% | 0.034% | |
| 2/11/2020 | Envestnet Asset Management Inc. | 24,584 | $0.74M | 0.0% | -19.1% | 0.036% | |
| 2/11/2020 | Westover Capital Advisors LLC | 278,703 | $8.35M | 3.7% | +1.3% | 0.404% | |
| 2/11/2020 | Mutual Advisors LLC | 16,274 | $0.49M | 0.1% | +8.9% | 0.024% | |
| 2/11/2020 | AlphaStar Capital Management LLC | 70,590 | $2.12M | 0.5% | -31.0% | 0.102% | |
| 2/10/2020 | Nelson Roberts Investment Advisors LLC | 36,960 | $1.11M | 0.2% | N/A | 0.054% | |
| 2/10/2020 | Roundview Capital LLC | 230,887 | $6.92M | 1.3% | +26.6% | 0.335% | |
| 2/10/2020 | National Asset Management Inc. | 14,256 | $0.43M | 0.0% | +2.7% | 0.021% | |
| 2/10/2020 | Wisconsin Capital Management LLC | 26,300 | $0.79M | 0.4% | +198.9% | 0.038% | |
| 2/10/2020 | 20 20 Capital Management Inc. | 251,705 | $7.56M | 3.0% | N/A | 0.367% | |
| 2/10/2020 | AMJ Financial Wealth Management | 129,500 | $3.88M | 2.7% | N/A | 0.189% | |
| 2/10/2020 | Raab & Moskowitz Asset Management LLC | 41,642 | $1.25M | 0.5% | -24.6% | 0.061% | |
| 2/10/2020 | Blue Sky Asset Management LLC | 36,302 | $1.09M | 0.3% | N/A | 0.053% | |
| 2/10/2020 | Private Advisor Group LLC | 11,922 | $0.36M | 0.0% | N/A | 0.017% | |
| 2/10/2020 | Cetera Advisor Networks LLC | 8,275 | $0.25M | 0.0% | +11.4% | 0.012% | |
| 2/7/2020 | Insight 2811 Inc. | 68,573 | $2.05M | 1.3% | -1.0% | 0.100% | |
| 2/7/2020 | SRS Capital Advisors Inc. | 678,680 | $20.33M | 5.8% | +4.0% | 0.989% | |
| 2/7/2020 | Gratus Capital LLC | 14,846 | $0.45M | 0.1% | N/A | 0.022% | |
| 2/7/2020 | Sowell Financial Services LLC | 17,400 | $0.52M | 0.0% | -12.1% | 0.025% | |
| 2/6/2020 | CLS Investments LLC | 146,679 | $4.40M | 0.1% | +2.5% | 0.214% | |
| 2/6/2020 | Moloney Securities Asset Management LLC | 11,151 | $0.33M | 0.1% | +23.7% | 0.016% | |
| 2/6/2020 | State Street Corp | 2,842,629 | $85.17M | 0.0% | -6.2% | 4.144% | |
| 2/6/2020 | Aveo Capital Partners LLC | 39,024 | $1.17M | 0.5% | -46.7% | 0.057% | |
| 2/5/2020 | Managed Account Services Inc. | 43,900 | $1.32M | 0.5% | +22.6% | 0.064% | |
| 2/5/2020 | Wealth Enhancement Advisory Services LLC | 319,652 | $9.58M | 0.3% | +17.4% | 0.474% | |
| 2/5/2020 | Principal Financial Group Inc. | 14,036 | $0.42M | 0.0% | +3.3% | 0.021% | |
| 2/4/2020 | S. R. Schill & Associates | 245,217 | $7.35M | 4.0% | -3.7% | 0.363% | |
| 2/4/2020 | Advisory Services Network LLC | 1,179 | $35K | 0.0% | N/A | 0.002% | |
| 2/4/2020 | Cambridge Investment Research Advisors Inc. | 207,994 | $6.23M | 0.0% | +95.5% | 0.308% | |
| 2/4/2020 | Capital Investment Advisory Services LLC | 84,206 | $2.52M | 0.7% | +17.1% | 0.125% | |
| 2/3/2020 | Willow Creek Wealth Management Inc. | 403,585 | $12.09M | 5.5% | +5.6% | 0.598% | |
| 2/3/2020 | Eldridge Investment Advisors Inc. | 100,146 | $3M | 1.5% | N/A | 0.148% | |
| 2/3/2020 | Municipal Employees Retirement System of Michigan | 3,892,251 | $116.61M | 3.8% | N/A | 5.766% | |
| 1/31/2020 | Heartwood Wealth Advisors LLC | 345,199 | $10.34M | 2.0% | N/A | 0.511% | |
| 1/31/2020 | Whittier Trust Co. | 2,735 | $82K | 0.0% | N/A | 0.004% | |
| 1/31/2020 | First National Bank of Hutchinson | 14,680 | $0.44M | 0.2% | N/A | 0.022% | |
| 1/31/2020 | Kingsview Wealth Management LLC | 16,558 | $0.50M | 0.1% | +76.3% | 0.025% | |
| 1/30/2020 | LifeSteps Financial Inc. | 70,686 | $2.12M | 2.0% | N/A | 0.105% | |
| 1/30/2020 | RDA Financial Network | 31,658 | $0.95M | 0.4% | +1.3% | 0.047% | |
| 1/30/2020 | Strategic Wealth Partners Ltd. | 44,157 | $1.32M | 0.7% | -45.9% | 0.066% | |
| 1/28/2020 | SigFig Wealth Management LLC | 122,719 | $3.68M | 0.5% | +1.1% | 0.182% | |
| 1/27/2020 | Brio Consultants LLC | 8,768 | $0.26M | 0.1% | -6.1% | 0.014% | |
| 1/27/2020 | CWM LLC | 3,194,477 | $95.71M | 1.2% | -16.7% | 5.128% | |
| 1/27/2020 | Acorn Financial Advisory Services Inc. ADV | 169,279 | $5.07M | 4.3% | N/A | 0.272% | |
| 1/24/2020 | Telemus Capital LLC | 988,112 | $29.60M | 2.3% | +20.0% | 1.586% | |
| 1/23/2020 | Signet Financial Management LLC | 341,661 | $10.24M | 1.9% | +0.5% | 0.548% | |
| 1/23/2020 | Successful Portfolios LLC | 27,216 | $0.82M | 0.7% | +1.9% | 0.044% | |
| 1/23/2020 | Nicolet Advisory Services LLC | 113,293 | $3.39M | 0.5% | -29.7% | 0.182% | |
| 1/23/2020 | Mechanics Bank Trust Department | 38,247 | $1.15M | 0.2% | -3.1% | 0.061% | |
| 1/22/2020 | Lucia Wealth Services LLC | 143,186 | $4.29M | 1.3% | -6.7% | 0.230% | |
| 1/22/2020 | Allen Capital Group LLC | 572,862 | $17.16M | 4.5% | +7.8% | 0.920% | |
| 1/22/2020 | Patriot Financial Group Insurance Agency LLC | 895 | $27K | 0.0% | +79.0% | 0.001% | |
| 1/22/2020 | Optimum Investment Advisors | 15,300 | $0.46M | 0.1% | +82.1% | 0.025% | |
| 1/22/2020 | RFG Advisory LLC | 20,237 | $0.61M | 0.1% | +11.0% | 0.032% | |
| 1/21/2020 | Focused Wealth Management Inc | 479,164 | $14.36M | 3.4% | +15.0% | 0.769% | |
| 1/21/2020 | AdvicePeriod LLC | 30,746 | $0.92M | 0.1% | +50.3% | 0.049% | |
| 1/21/2020 | Private Wealth Group LLC | 24,522 | $0.74M | 0.8% | N/A | 0.039% | |
| 1/21/2020 | Paulson Wealth Management Inc. | 31,514 | $0.95M | 0.7% | -3.6% | 0.051% | |
| 1/21/2020 | Squar Milner Financial Services LLC | 1,826 | $54K | 0.0% | N/A | 0.003% | |
| 1/17/2020 | Brouwer & Janachowski LLC | 785,868 | $23.55M | 3.9% | +0.6% | 1.261% | |
| 1/17/2020 | Clear Creek Financial Management LLC | 115,277 | $3.45M | 1.4% | -26.4% | 0.185% | |
| 1/16/2020 | Merit Financial Group LLC | 53,569 | $1.61M | 0.1% | +26.8% | 0.086% | |
| 1/16/2020 | Moisand Fitzgerald Tamayo LLC | 70,587 | $2.12M | 1.1% | +6.0% | 0.113% | |
| 1/15/2020 | AE Wealth Management LLC | 26,729 | $0.80M | 0.0% | +3.7% | 0.043% | |
| 1/15/2020 | Deane Retirement Strategies Inc. | 160,945 | $4.82M | 3.3% | +1.9% | 0.258% | |
| 1/15/2020 | Arlington Financial Advisors LLC | 12,600 | $0.38M | 0.2% | +40.0% | 0.020% | |
| 1/15/2020 | Gradient Investments LLC | 152,833 | $4.58M | 0.2% | -38.3% | 0.245% | |
| 1/15/2020 | Stonehearth Capital Management LLC | 540,295 | $16.19M | 10.7% | +3.8% | 0.867% | |
| 1/14/2020 | TPG Financial Advisors LLC | 336,632 | $10.09M | 8.3% | +0.7% | 0.540% | |
| 1/14/2020 | Monument Capital Management | 61,314 | $1.84M | 0.9% | -12.8% | 0.098% | |
| 1/14/2020 | PrairieView Partners LLC | 20,710 | $0.62M | 0.1% | -31.5% | 0.033% | |
| 1/14/2020 | Northwest Wealth Management LLC | 8,073 | $0.24M | 0.2% | -62.9% | 0.013% | |
| 1/14/2020 | PFG Advisors | 15,618 | $0.47M | 0.1% | -25.9% | 0.025% | |
| 1/13/2020 | Aries Wealth Management | 367,200 | $11.01M | 6.7% | +19.9% | 0.594% | |
| 1/10/2020 | Manning & Napier Group LLC | 593,961 | $17.80M | 0.2% | N/A | 0.961% | |
| 1/9/2020 | LifePlan Financial Group Inc | 3,122 | $94K | 0.0% | +37.8% | 0.005% | |
| 1/9/2020 | Meridian Wealth Management LLC | 29,754 | $0.89M | 0.4% | +51.3% | 0.048% | |
