| 5/18/2021 | Morgan Stanley | 5,608,017 | $212.54M | 0.0% | +18.7% | 1.769% | |
| 5/18/2021 | Perigon Wealth Management LLC | 17,803 | $0.68M | 0.1% | +5.3% | 0.006% | |
| 5/18/2021 | IHT Wealth Management LLC | 463,374 | $17.56M | 1.3% | -3.5% | 0.146% | |
| 5/18/2021 | Cooper Financial Group | 62,192 | $2.36M | 0.5% | +6.7% | 0.020% | |
| 5/18/2021 | Ameritas Investment Company LLC | 92,910 | $3.52M | 0.3% | +887.5% | 0.029% | |
| 5/17/2021 | Tower Wealth Partners Inc. | 23,564 | $0.89M | 1.2% | N/A | 0.007% | |
| 5/17/2021 | Royal Bank of Canada | 812,690 | $30.80M | 0.0% | +6.0% | 0.257% | |
| 5/17/2021 | Alesco Advisors LLC | 3,144,963 | $119.19M | 4.5% | +1.1% | 0.993% | |
| 5/17/2021 | Veritable L.P. | 14,615 | $0.55M | 0.0% | +41.5% | 0.005% | |
| 5/17/2021 | Captrust Financial Advisors | 29,279 | $1.11M | 0.0% | -24.8% | 0.009% | |
|
| 5/17/2021 | Clark Capital Management Group Inc. | 960,104 | $36.39M | 0.6% | +702.5% | 0.303% | |
| 5/17/2021 | Ameriprise Financial Inc. | 515,442 | $19.53M | 0.0% | +9.7% | 0.163% | |
| 5/17/2021 | HRT Financial LP | 150,246 | $5.69M | 0.1% | N/A | 0.047% | |
| 5/17/2021 | Thrivent Financial for Lutherans | 24,847 | $0.94M | 0.0% | +3.3% | 0.008% | |
| 5/17/2021 | Goldman Sachs Group Inc. | 272,703 | $10.34M | 0.0% | +114.1% | 0.087% | |
| 5/14/2021 | Citizens Financial Group Inc RI | 9,187 | $0.35M | 0.0% | +15.1% | 0.003% | |
| 5/14/2021 | MML Investors Services LLC | 194,757 | $7.38M | 0.1% | +1.7% | 0.062% | |
| 5/14/2021 | Lowe Brockenbrough & Co. Inc. | 184,693 | $7M | 0.7% | +4.1% | 0.059% | |
| 5/14/2021 | GHP Investment Advisors Inc. | 117,182 | $4.44M | 0.4% | +2.8% | 0.037% | |
| 5/14/2021 | Eqis Capital Management Inc. | 109,771 | $4.16M | 0.3% | -2.8% | 0.035% | |
| 5/14/2021 | Benjamin Edwards Inc. | 46,648 | $1.77M | 1.3% | -14.2% | 0.015% | |
| 5/14/2021 | Benjamin F. Edwards & Company Inc. | 1,063,896 | $40.32M | 2.2% | -15.1% | 0.341% | |
| 5/14/2021 | Horizon Investments LLC | 3,381,443 | $128.16M | 4.7% | N/A | 1.083% | |
| 5/14/2021 | FIL Ltd | 268,165 | $10.16M | 0.0% | N/A | 0.086% | |
| 5/14/2021 | Laurel Wealth Advisors Inc. | 31,359 | $1.19M | 0.2% | +67.1% | 0.010% | |
| 5/14/2021 | Windsor Capital Management LLC | 426,955 | $16.18M | 5.6% | +23.5% | 0.137% | |
| 5/14/2021 | Managed Account Services Inc. | 539,365 | $20.44M | 5.4% | +6.9% | 0.173% | |
| 5/14/2021 | Flputnam Investment Management Co. | 38,216 | $1.45M | 0.1% | +4.8% | 0.012% | |
| 5/14/2021 | Assetmark Inc. | 201,331 | $7.63M | 0.0% | +9,338.9% | 0.064% | |
| 5/14/2021 | Hamilton Capital LLC | 12,465,153 | $472.43M | 48.8% | +50.4% | 3.993% | |
| 5/14/2021 | Stifel Financial Corp | 2,676,623 | $101.45M | 0.2% | -17.4% | 0.857% | |
| 5/14/2021 | Credit Suisse AG | 105,317 | $3.99M | 0.0% | N/A | 0.034% | |
| 5/14/2021 | Alexandria Capital LLC | 53,563 | $2.03M | 0.2% | -5.5% | 0.017% | |
| 5/13/2021 | Franklin Resources Inc. | 7,335,791 | $278.03M | 0.1% | +92.5% | 2.350% | |
| 5/13/2021 | Capital Asset Advisory Services LLC | 1,490 | $56K | 0.0% | N/A | 0.000% | |
| 5/13/2021 | Renaissance Technologies LLC | 8,800 | $0.33M | 0.0% | N/A | 0.003% | |
| 5/13/2021 | Sawtooth Solutions LLC | 58,184 | $2.21M | 0.5% | -93.8% | 0.019% | |
| 5/13/2021 | Proequities Inc. | 20,736 | $0.79M | 0.1% | +2.1% | 0.007% | |
| 5/13/2021 | Advisor OS LLC | 10,465 | $0.40M | 0.1% | -98.1% | 0.003% | |
| 5/13/2021 | Frisch Financial Group Inc. | 11,886 | $0.45M | 0.2% | -12.4% | 0.004% | |
| 5/13/2021 | Permanens Capital L.P. | 22,611 | $0.86M | 0.2% | -17.4% | 0.008% | |
| 5/13/2021 | Avantax Advisory Services Inc. | 5,974 | $0.23M | 0.0% | N/A | 0.002% | |
| 5/13/2021 | Bank of New York Mellon Corp | 15,917 | $0.60M | 0.0% | -15.6% | 0.005% | |
| 5/13/2021 | Citigroup Inc. | 4,046 | $0.15M | 0.0% | -10.7% | 0.001% | |
| 5/13/2021 | Retirement Income Solutions Inc | 85,020 | $3.22M | 1.1% | +2.2% | 0.028% | |
| 5/13/2021 | Baird Financial Group Inc. | 197,778 | $7.50M | 0.0% | +98.4% | 0.066% | |
| 5/13/2021 | Concord Wealth Partners | 8,179 | $0.31M | 0.1% | -63.9% | 0.003% | |
| 5/12/2021 | Harbour Investments Inc. | 1,818 | $69K | 0.0% | N/A | 0.001% | |
| 5/12/2021 | JT Stratford LLC | 28,982 | $1.10M | 0.4% | +3.9% | 0.010% | |
| 5/12/2021 | FineMark National Bank & Trust | 8,850 | $0.34M | 0.0% | N/A | 0.003% | |
| 5/12/2021 | American Money Management LLC | 94,698 | $3.59M | 1.3% | -3.6% | 0.032% | |
| 5/12/2021 | Financial Engines Advisors L.L.C. | 47,559,683 | $1.80B | 5.6% | +16.6% | 15.858% | |
| 5/12/2021 | Oarsman Capital Inc. | 122,053 | $4.63M | 2.0% | -44.0% | 0.041% | |
| 5/12/2021 | JPMorgan Chase & Co. | 145,459 | $5.51M | 0.0% | +935.7% | 0.049% | |
| 5/12/2021 | Wealth Enhancement Advisory Services LLC | 623,332 | $23.98M | 0.4% | +0.9% | 0.208% | |
| 5/12/2021 | CORDA Investment Management LLC. | 76,179 | $2.89M | 0.3% | +4.2% | 0.025% | |
| 5/12/2021 | Financial Insights Inc. | 5,684 | $0.22M | 0.2% | N/A | 0.002% | |
| 5/12/2021 | Brinker Capital Investments LLC | 649,382 | $24.61M | 0.4% | -16.4% | 0.217% | |
| 5/12/2021 | Pinnacle Advisory Group Inc. | 6,366 | $0.24M | 0.0% | N/A | 0.002% | |
| 5/12/2021 | UBS Group AG | 3,037,304 | $115.11M | 0.0% | +24.7% | 1.013% | |
| 5/12/2021 | SigFig Wealth Management LLC | 17,152 | $0.65M | 0.0% | N/A | 0.006% | |
| 5/12/2021 | Wells Financial Advisors INC | 184,584 | $7M | 6.3% | +312.1% | 0.062% | |
| 5/12/2021 | Alera Investment Advisors LLC | 843,948 | $31.99M | 10.5% | +2.1% | 0.281% | |
| 5/12/2021 | Gunma Bank Ltd. | 115,000 | $4.36M | 2.5% | N/A | 0.038% | |
| 5/11/2021 | Mercer Global Advisors Inc. ADV | 1,907,323 | $72.29M | 0.7% | +23,254.0% | 0.636% | |
| 5/11/2021 | Marcum Wealth LLC | 114,299 | $4.33M | 0.7% | -2.7% | 0.038% | |
| 5/11/2021 | WealthPLAN Partners LLC | 19,664 | $0.78M | 0.1% | +18.6% | 0.007% | |
| 5/11/2021 | Jacobi Capital Management LLC | 3,600 | $0.14M | 0.0% | +1,845.9% | 0.001% | |
| 5/11/2021 | Van Leeuwen & Company LLC | 124,484 | $4.72M | 3.1% | N/A | 0.042% | |
| 5/11/2021 | Boston Private Wealth LLC | 3,521,797 | $133.48M | 1.9% | +42,244.6% | 1.174% | |
| 5/11/2021 | First Horizon Advisors Inc. | 1,134 | $42K | 0.0% | +248.9% | 0.000% | |
| 5/11/2021 | Soltis Investment Advisors LLC | 8,006 | $0.30M | 0.1% | N/A | 0.003% | |
| 5/11/2021 | Rockefeller Capital Management L.P. | 118,109 | $4.48M | 0.0% | +97.0% | 0.039% | |
| 5/11/2021 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 211,506 | $8.02M | 0.9% | +41.0% | 0.071% | |
| 5/11/2021 | Journey Advisory Group LLC | 10,169 | $0.39M | 0.1% | +3.9% | 0.003% | |
| 5/11/2021 | NorthRock Partners LLC | 2,774,542 | $105.16M | 9.6% | +7.0% | 0.927% | |
| 5/11/2021 | Harborview Advisors LLC | 47,188 | $1.79M | 1.1% | +4.4% | 0.016% | |
| 5/11/2021 | Keystone Financial Group | 22,215 | $0.84M | 0.2% | +23.8% | 0.007% | |
| 5/11/2021 | Cedar Wealth Management LLC | 31,528 | $1.20M | 0.6% | -7.1% | 0.011% | |
| 5/10/2021 | Nottingham Advisors Inc. | 1,205,907 | $45.86M | 5.2% | +28.6% | 0.403% | |
| 5/10/2021 | Arete Wealth Advisors LLC | 39,813 | $1.51M | 0.2% | +16.8% | 0.013% | |
| 5/10/2021 | Resources Investment Advisors LLC. | 26,490 | $1M | 0.0% | +52.4% | 0.009% | |
| 5/10/2021 | Certified Advisory Corp | 40,248 | $1.53M | 0.4% | N/A | 0.014% | |
| 5/10/2021 | Wrapmanager Inc. | 201,130 | $7.62M | 2.1% | -6.8% | 0.067% | |
| 5/10/2021 | Reston Wealth Management LLC | 898,739 | $34.06M | 17.8% | +0.7% | 0.300% | |
| 5/10/2021 | HighTower Advisors LLC | 738,792 | $28M | 0.1% | +62.3% | 0.247% | |
| 5/10/2021 | Financial Advocates Investment Management | 23,548 | $0.89M | 0.1% | -3.2% | 0.008% | |
| 5/10/2021 | Kestra Advisory Services LLC | 145,802 | $5.53M | 0.1% | +1,554.8% | 0.049% | |
| 5/10/2021 | Quest Capital Management Inc. ADV | 28,100 | $1.07M | 0.2% | +8.5% | 0.009% | |
| 5/10/2021 | Level Four Advisory Services LLC | 410,157 | $15.55M | 1.2% | -35.2% | 0.137% | |
| 5/10/2021 | NewSquare Capital LLC | 69,580 | $2.64M | 0.3% | +3.8% | 0.023% | |
| 5/10/2021 | Principal Financial Group Inc. | 11,713 | $0.44M | 0.0% | +7.4% | 0.004% | |
| 5/10/2021 | Advisory Alpha LLC | 1,800,746 | $68.25M | 11.8% | +13.4% | 0.602% | |
| 5/10/2021 | American Investment Services Inc. | 62,842 | $2.38M | 0.6% | +48.6% | 0.021% | |
| 5/10/2021 | Navalign LLC | 324,156 | $12.29M | 5.4% | N/A | 0.108% | |
| 5/10/2021 | KWB Wealth | 1,494,759 | $56.65M | 10.8% | +2.1% | 0.500% | |
| 5/10/2021 | PAX Financial Group LLC | 126,165 | $4.78M | 1.3% | -4.8% | 0.042% | |
| 5/10/2021 | Phoenix Holdings Ltd. | 25,385 | $0.96M | 0.0% | N/A | 0.008% | |
| 5/7/2021 | Doyle Wealth Management | 241,074 | $9.14M | 0.9% | +28.2% | 0.081% | |
| 5/7/2021 | Capital Square LLC | 13,882 | $0.54M | 0.4% | -2.2% | 0.005% | |
