| 7/13/2020 | Hubbell Strickland Wealth Management LLC | 10,207 | $1.02M | 0.9% | -10.2% | 0.002% | |
| 7/13/2020 | Mayfair Advisory Group LLC | 6,281 | $0.63M | 2.0% | +1.8% | 0.001% | |
| 7/13/2020 | Strategic Family Wealth Counselors L.L.C. | 6,384 | $0.64M | 0.4% | -38.4% | 0.001% | |
| 7/13/2020 | Carlson Capital Management | 198,282 | $19.87M | 4.5% | -0.1% | 0.042% | |
| 7/13/2020 | Aua Capital Management LLC | 11,257 | $1.12M | 1.1% | -13.7% | 0.002% | |
| 7/13/2020 | Simplex Trading LLC | 1,933 | $0.19M | 0.0% | N/A | 0.000% | |
| 7/13/2020 | Northwest Wealth Management LLC | 35,761 | $3.56M | 3.1% | -1.4% | 0.008% | |
| 7/13/2020 | Johanson Financial Advisors Inc. | 27,874 | $2.78M | 1.4% | -4.2% | 0.006% | |
| 7/13/2020 | Evanson Asset Management LLC | 19,422 | $1.93M | 0.4% | +20.8% | 0.004% | |
| 7/13/2020 | Relaxing Retirement Coach | 29,143 | $2.90M | 2.0% | -35.7% | 0.006% | |
|
| 7/13/2020 | Relyea Zuckerberg Hanson LLC | 69,722 | $6.94M | 5.5% | +25.1% | 0.015% | |
| 7/13/2020 | Global Retirement Partners LLC | 62,982 | $6.27M | 1.0% | +4.3% | 0.013% | |
| 7/10/2020 | Manning & Napier Group LLC | 43,913 | $4.37M | 0.0% | N/A | 0.009% | |
| 7/10/2020 | Investors Financial Group LLC | 2,013 | $0.20M | 0.2% | N/A | 0.000% | |
| 7/10/2020 | Patriot Financial Group Insurance Agency LLC | 4,411 | $0.44M | 0.2% | +6.3% | 0.001% | |
| 7/10/2020 | Larson Financial Group LLC | 7,605 | $0.76M | 0.4% | -4.6% | 0.002% | |
| 7/10/2020 | Enterprise Bank & Trust Co | 2,986 | $0.30M | 0.1% | +27.1% | 0.001% | |
| 7/9/2020 | Forte Capital LLC ADV | 125,877 | $12.54M | 2.6% | -2.2% | 0.026% | |
| 7/9/2020 | Benchmark Wealth Management LLC | 37,732 | $3.76M | 3.2% | +2.3% | 0.008% | |
| 7/9/2020 | Unison Advisors LLC | 59,777 | $5.95M | 2.0% | +232.6% | 0.013% | |
| 7/9/2020 | Financial Life Advisors | 54,599 | $5.44M | 3.2% | -1.0% | 0.011% | |
| 7/9/2020 | Nadler Financial Group Inc. | 309,250 | $30.80M | 7.7% | +0.5% | 0.065% | |
| 7/9/2020 | Carroll Financial Associates Inc. | 13,750 | $1.37M | 0.1% | +3.7% | 0.003% | |
| 7/9/2020 | Carnegie Capital Asset Management LLC | 3,454 | $0.34M | 0.0% | -7.9% | 0.001% | |
| 7/9/2020 | N.E.W. Advisory Services LLC | 70,079 | $6.98M | 2.2% | N/A | 0.015% | |
| 7/9/2020 | Money Design Co. Ltd. | 375,288 | $37.38M | 5.3% | +4.5% | 0.079% | |
| 7/9/2020 | Traverso Chambers Private Wealth Management LLC | 38,557 | $3.84M | 1.6% | +4.0% | 0.008% | |
| 7/9/2020 | Inspirion Wealth Advisors LLC | 5,810 | $0.58M | 0.2% | +3.7% | 0.001% | |
| 7/8/2020 | Wealth Alliance Advisory Group LLC | 105,357 | $10.49M | 6.4% | +5.2% | 0.022% | |
| 7/8/2020 | Bogart Wealth LLC | 497 | $49K | 0.0% | -95.2% | 0.000% | |
| 7/8/2020 | Global Trust Asset Management LLC | 4,358 | $0.43M | 0.3% | +14.9% | 0.001% | |
| 7/8/2020 | First American Trust FSB | 218,222 | $21.73M | 4.3% | -3.7% | 0.046% | |
| 7/8/2020 | Envestnet Asset Management Inc. | 18,219,531 | $1.81B | 1.8% | +1.9% | 3.825% | |
| 7/8/2020 | Triangle Securities Wealth Management | 3,994 | $0.40M | 0.2% | +8.1% | 0.001% | |
| 7/8/2020 | Chesley Taft & Associates LLC | 4,967 | $0.50M | 0.0% | +9.4% | 0.001% | |
| 7/8/2020 | FC Advisory LLC | 6,036 | $0.60M | 0.4% | -2.8% | 0.001% | |
| 7/8/2020 | ELM Advisors LLC | 26,933 | $2.68M | 1.9% | +2.0% | 0.006% | |
| 7/8/2020 | Pure Financial Advisors Inc. | 111,600 | $11.11M | 1.7% | -5.7% | 0.023% | |
| 7/8/2020 | Clarius Group LLC | 37,988 | $3.78M | 0.5% | -19.9% | 0.008% | |
| 7/7/2020 | E&G Advisors LP | 12,023 | $1.20M | 0.5% | +3.3% | 0.003% | |
| 7/7/2020 | BEAM Asset Management LLC | 3,294 | $0.33M | 0.3% | +14.3% | 0.001% | |
| 7/7/2020 | TRUE Private Wealth Advisors | 2,755 | $0.27M | 0.1% | -91.8% | 0.001% | |
| 7/7/2020 | Platte River Wealth Advisors LLC | 90,961 | $9.19M | 5.1% | N/A | 0.019% | |
| 7/7/2020 | Pinnacle Bank | 3,491 | $0.35M | 0.3% | +35.6% | 0.001% | |
| 7/7/2020 | Red Door Wealth Management LLC | 2,214 | $0.22M | 0.2% | +13.2% | 0.000% | |
| 7/6/2020 | Courier Capital LLC | 182,601 | $18.26M | 2.4% | +0.1% | 0.038% | |
| 7/6/2020 | Ellevest Inc. | 157,060 | $15.64M | 3.3% | +10.8% | 0.033% | |
| 7/6/2020 | Pacific Financial Group Inc. | 77,132 | $6.87M | 7.2% | -1.8% | 0.016% | |
| 7/6/2020 | Bath Savings Trust Co | 4,139 | $0.41M | 0.1% | +22.3% | 0.001% | |
| 7/6/2020 | Marotta Asset Management | 6,027 | $0.60M | 0.2% | -3.8% | 0.001% | |
| 7/2/2020 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 75,250 | $7.49M | 1.2% | +41.0% | 0.016% | |
| 7/2/2020 | First Financial Bank Trust Division | 26,200 | $2.61M | 0.4% | -2.1% | 0.006% | |
| 7/1/2020 | Thomasville National Bank | 4,004 | $0.40M | 0.1% | -10.3% | 0.001% | |
| 6/19/2020 | State Street Corp | 320,000 | $28.50M | 0.0% | -61.0% | 0.067% | |
| 6/16/2020 | Royal Bank of Canada | 2,451,067 | $218.29M | 0.1% | -28.4% | 0.517% | |
| 6/11/2020 | Pathstone Family Office LLC | 24,669 | $2.20M | 0.3% | +11,113.2% | 0.005% | |
| 6/8/2020 | Hayden Royal LLC | 10,203 | $0.91M | 0.5% | +18.5% | 0.002% | |
| 6/4/2020 | Great Lakes Retirement Inc. | 5,067 | $0.46M | 0.2% | -11.8% | 0.001% | |
| 6/1/2020 | Formidable Asset Management LLC | 4,034 | $0.36M | 0.1% | N/A | 0.001% | |
| 6/1/2020 | Waterloo Capital L.P. | 5,887 | $0.52M | 0.4% | N/A | 0.001% | |
| 5/28/2020 | CVA Family Office LLC | 968 | $86K | 0.1% | N/A | 0.000% | |
| 5/27/2020 | Coldstream Capital Management Inc. | 145,741 | $12.98M | 1.4% | -23.9% | 0.030% | |
| 5/27/2020 | Financial Life Advisors | 55,161 | $4.91M | 3.4% | +25.5% | 0.011% | |
| 5/26/2020 | UMB Bank N A MO | 17,118 | $1.53M | 0.1% | +22.4% | 0.004% | |
| 5/26/2020 | Verus Capital Partners LLC | 11,794 | $1.05M | 0.3% | +11.5% | 0.002% | |
| 5/23/2020 | The Manufacturers Life Insurance Company | 669,748 | $59.65M | 0.1% | +8.4% | 0.139% | |
| 5/22/2020 | Hubbell Strickland Wealth Management LLC | 11,371 | $1.01M | 1.0% | -4.9% | 0.002% | |
| 5/22/2020 | FDx Advisors Inc. | 66,787 | $5.95M | 0.2% | +31.2% | 0.014% | |
| 5/22/2020 | Integrated Investment Consultants LLC | 37,781 | $3.37M | 2.0% | +61.4% | 0.008% | |
| 5/21/2020 | LifeSteps Financial Inc. | 9,788 | $0.87M | 1.0% | +6.4% | 0.002% | |
| 5/21/2020 | HighTower Advisors LLC | 493,516 | $43.94M | 0.3% | -1.4% | 0.102% | |
| 5/20/2020 | Bay Harbor Wealth Management LLC | 125,776 | $11.20M | 6.8% | +9.7% | 0.026% | |
| 5/20/2020 | Signet Financial Management LLC | 54,876 | $5.21M | 1.2% | -5.5% | 0.011% | |
| 5/20/2020 | Johnson Investment Counsel Inc. | 36,400 | $3.24M | 0.1% | -8.5% | 0.008% | |
| 5/19/2020 | Disciplined Investments LLC | 4,952 | $0.44M | 0.4% | +146.1% | 0.001% | |
| 5/18/2020 | Integrated Wealth Concepts LLC | 26,265 | $2.34M | 0.2% | -27.3% | 0.005% | |
| 5/18/2020 | Carret Asset Management LLC | 19,802 | $1.76M | 0.3% | +35.2% | 0.004% | |
| 5/18/2020 | EP Wealth Advisors LLC | 3,209,752 | $285.86M | 14.0% | +13.0% | 0.664% | |
| 5/18/2020 | Hefren Tillotson Inc. | 210,822 | $19.15M | 7.5% | -8.4% | 0.044% | |
| 5/18/2020 | Laurel Wealth Advisors Inc. | 21,187 | $1.89M | 0.4% | -42.9% | 0.004% | |
| 5/18/2020 | Mercer Global Advisors Inc. ADV | 449,379 | $40.02M | 0.9% | +3.3% | 0.093% | |
| 5/18/2020 | Cahill Financial Advisors Inc. | 37,411 | $3.33M | 1.5% | +874.2% | 0.008% | |
| 5/18/2020 | Colony Group LLC | 33,312 | $2.97M | 0.1% | +0.8% | 0.007% | |
| 5/18/2020 | Capital Asset Advisory Services LLC | 296 | $27K | 0.0% | -86.3% | 0.000% | |
| 5/18/2020 | Advisor Group Holdings Inc. | 2,758,073 | $189.92M | 0.8% | N/A | 0.570% | |
| 5/16/2020 | H&H Retirement Design & Management INC | 52,918 | $4.71M | 4.5% | N/A | 0.011% | |
| 5/15/2020 | Ameritas Investment Company LLC | 29,526 | $2.63M | 0.4% | +18.7% | 0.006% | |
| 5/15/2020 | Peapack Gladstone Financial Corp | 7,644 | $0.68M | 0.0% | +18.0% | 0.002% | |
| 5/15/2020 | Cooper Financial Group | 2,656 | $0.24M | 0.1% | -50.6% | 0.001% | |
| 5/15/2020 | Beacon Pointe Advisors LLC | 51,781 | $4.61M | 0.7% | +33.2% | 0.011% | |
| 5/15/2020 | Dowling & Yahnke LLC | 6,657 | $0.59M | 0.1% | +4.2% | 0.001% | |
| 5/15/2020 | Exencial Wealth Advisors LLC | 164,445 | $14.65M | 2.6% | +53.0% | 0.034% | |
| 5/15/2020 | BDO Wealth Advisors LLC | 1,212 | $0.11M | 0.0% | -48.5% | 0.000% | |
| 5/15/2020 | Jane Street Group LLC | 23,696 | $2.11M | 0.0% | -80.1% | 0.005% | |
| 5/15/2020 | Capital Bank & Trust Co | 3,303 | $0.29M | 0.0% | N/A | 0.001% | |
| 5/15/2020 | Permanens Capital L.P. | 1,097,465 | $97.74M | 30.9% | +31.5% | 0.227% | |
| 5/15/2020 | Northstar Wealth Partners LLC | 9,522 | $0.85M | 0.4% | -4.8% | 0.002% | |
| 5/15/2020 | FinTrust Capital Advisors LLC | 8,041 | $0.72M | 0.3% | -21.5% | 0.002% | |
| 5/15/2020 | Morgan Stanley | 18,031,497 | $1.61B | 0.4% | +46.9% | 3.732% | |
| 5/15/2020 | Sunbelt Securities Inc. | 16,374 | $1.73M | 0.1% | +374.1% | 0.003% | |
