DBX ETF TR shareholder history

Current and past DBX ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.01%0.02%0.06%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.29%0.67%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.10%0.52%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.07%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.08%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.12%0.61%Q2 2013Q3 202342
Goelzer Investment Management, Inc. 42420.04%1.94%4.64%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.04%0.11%Q2 2013Q3 202342
CITIGROUP INC 41410.00%0.02%0.09%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 4010.02%0.35%1.33%Q2 2013Q3 202341
COLONY GROUP LLC 40400.01%0.73%1.96%Q4 2013Q3 202340
GOLDMAN SACHS GROUP INC 38380.00%0.31%0.62%Q2 2014Q3 202340
RAYMOND JAMES & ASSOCIATES 40400.00%0.04%0.28%Q4 2013Q3 202340
WEALTHCARE CAPITAL MANAGEMENT LLC 39390.10%0.14%0.19%Q1 2014Q3 202339
BANK OF MONTREAL /CAN/ 3720.00%0.08%0.36%Q4 2013Q3 202339
HighTower Advisors, LLC 27110.00%0.09%0.43%Q1 2014Q3 202338
UNITED CAPITAL FINANCIAL ADVISORS, LLC 38380.02%1.23%1.66%Q2 2014Q3 202338
Brinker Capital Investments, LLC 38380.01%0.32%2.11%Q3 2013Q4 202238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q2 2013Q3 202237
LVW Advisors, LLC 36360.11%0.70%1.99%Q4 2014Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2880.00%0.32%0.79%Q3 2014Q3 202336
Janney Montgomery Scott LLC 36360.00%0.09%0.57%Q4 2014Q3 202336
Patten Group, Inc. 36360.11%0.59%1.12%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.00%0.00%Q4 2014Q3 202336
Cambridge Investment Research Advisors, Inc. 36360.02%0.09%0.41%Q4 2014Q3 202336
Lenox Wealth Advisors, LLC 36360.01%9.65%27.84%Q2 2013Q1 202236
UBS Group AG 36360.01%0.05%0.16%Q4 2014Q3 202336
US BANCORP \DE\ 35350.01%0.05%0.18%Q1 2015Q3 202335
MAI Capital Management 35350.04%0.38%0.75%Q1 2015Q3 202335
J.P. Morgan Private Wealth Advisors LLC 35350.01%0.04%0.50%Q1 2015Q3 202335
AlphaMark Advisors, LLC 35352.46%3.28%4.26%Q1 2015Q3 202335
Financial Advisory Group 35356.69%13.16%16.45%Q1 2015Q3 202335
SHEETS SMITH WEALTH MANAGEMENT 35350.05%0.14%0.59%Q1 2015Q3 202335
BOK Financial Private Wealth, Inc. 35350.19%5.42%11.62%Q1 2015Q3 202335
Private Advisor Group, LLC 3410.01%0.08%0.66%Q4 2014Q3 202335
Cetera Advisor Networks LLC 35350.04%0.18%0.48%Q1 2015Q3 202335
BLAIR WILLIAM & CO/IL 35350.00%0.01%0.04%Q1 2015Q3 202335
JPMORGAN CHASE & CO 35350.00%0.10%0.86%Q1 2015Q3 202335
Cetera Advisors LLC 35350.01%0.03%0.10%Q1 2015Q3 202335
CENTRAL TRUST Co 34340.07%0.44%1.23%Q2 2015Q3 202334
FIFTH THIRD BANCORP 34340.00%0.00%0.01%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.02%0.05%0.13%Q2 2015Q3 202334
NORTHERN TRUST CORP 3310.00%0.00%0.00%Q3 2014Q3 202334
COMERICA BANK 3210.14%0.58%1.84%Q1 2015Q3 202333
COMMERCE BANK 33330.00%0.05%0.08%Q3 2015Q3 202333
MISSION WEALTH MANAGEMENT, LP 33330.03%3.94%19.62%Q3 2015Q3 202333
KWMG, LLC 32320.03%0.53%1.70%Q4 2014Q3 202232
WESCAP Management Group, Inc. 32325.32%12.12%30.58%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32320.17%0.75%1.60%Q4 2015Q3 202332
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.07%0.21%Q4 2015Q3 202331
Roble, Belko & Company, Inc 31310.01%1.43%4.34%Q1 2015Q3 202231
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
Krilogy Financial LLC 2910.02%0.28%2.58%Q3 2015Q1 202330
Clearwater Capital Advisors, LLC 30300.22%1.96%4.26%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.02%0.10%0.27%Q1 2016Q3 202330
Wealthcare Advisory Partners LLC 30300.70%2.00%4.19%Q2 2016Q3 202330
BlackRock Inc. 29290.00%0.00%0.00%Q4 2015Q4 202229
JANE STREET GROUP, LLC 710.00%0.07%0.93%Q2 2014Q3 202329
BALDWIN BROTHERS LLC/MA 29290.00%0.00%0.00%Q3 2016Q3 202329
Patriot Financial Group Insurance Agency, LLC 28280.04%0.29%3.72%Q4 2016Q3 202328
GLENMEDE TRUST CO NA 1110.00%0.00%0.00%Q4 2015Q3 202328
Advisory Services Network, LLC 2710.00%0.02%0.06%Q3 2016Q3 202328
OLD MISSION CAPITAL LLC 910.01%0.53%2.38%Q2 2015Q2 202328
Blankinship & Foster, LLC 28287.73%17.79%31.64%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.04%0.34%1.28%Q1 2016Q4 202228
VICUS CAPITAL 2260.03%1.09%7.49%Q4 2015Q3 202328
Carroll Financial Associates, Inc. 28280.03%1.01%2.60%Q1 2015Q4 202128
CAPTRUST FINANCIAL ADVISORS 2520.00%0.15%3.61%Q4 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.07%0.34%Q2 2013Q4 201927
Caprock Group, LLC 27270.11%0.37%0.87%Q1 2017Q3 202327
M Holdings Securities, Inc. 2250.16%0.77%2.40%Q1 2016Q1 202327
MOTCO 2520.00%0.00%0.01%Q2 2015Q3 202327
MML INVESTORS SERVICES, LLC 26260.03%0.05%0.09%Q2 2017Q3 202326
Creative Planning 1310.00%0.00%0.00%Q3 2013Q3 202326
Global Retirement Partners, LLC 2240.00%0.01%0.11%Q4 2016Q3 202326
STIFEL FINANCIAL CORP 2240.00%0.01%0.03%Q2 2015Q3 202326
CWM, LLC 1510.00%0.00%0.03%Q3 2015Q3 202326
Mosaic Family Wealth, LLC 25253.71%12.24%15.62%Q4 2015Q4 202125
Stratos Wealth Partners, LTD. 2140.01%0.07%0.36%Q4 2014Q4 202125
Steward Partners Investment Advisory, LLC 1870.00%0.01%0.03%Q1 2017Q3 202325
Gradient Investments LLC 2210.00%0.78%2.84%Q4 2015Q3 202325
Cerity Partners LLC 2410.01%0.33%1.07%Q1 2017Q2 202325
PINNACLE ASSOCIATES LTD 24240.01%0.13%0.49%Q1 2014Q4 201924
Jordan Park Group LLC 24240.12%2.67%12.30%Q4 2017Q3 202324
Columbus Macro, LLC 24240.37%0.89%3.25%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.07%Q4 2017Q3 202324
RMB Capital Management, LLC 24240.01%0.04%0.10%Q4 2017Q3 202324
Forefront Analytics, LLC 24242.26%4.56%6.04%Q4 2017Q3 202324
RETIREMENT INCOME SOLUTIONS, INC 24240.16%0.96%3.50%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.08%0.12%Q4 2017Q3 202324
Crewe Advisors LLC 24242.87%5.61%10.20%Q4 2017Q3 202324
IFG Advisory, LLC 24240.12%0.44%1.02%Q4 2017Q3 202324
CKW FINANCIAL GROUP 23230.02%8.27%9.60%Q4 2014Q2 202023
FMR LLC 2120.00%0.00%0.02%Q1 2015Q3 202323
Merit Financial Group, LLC 1850.02%0.12%0.57%Q4 2017Q3 202323
Dynamic Advisor Solutions LLC 2210.08%0.15%0.25%Q2 2017Q3 202323
Buckingham Capital Management, Inc. 2030.03%3.36%7.50%Q3 2015Q4 202123
Cetera Investment Advisers 2030.04%0.14%0.72%Q3 2017Q3 202323
CFO4Life Group, LLC 1850.07%1.18%5.22%Q1 2017Q3 202323
First Allied Advisory Services, Inc. 23230.11%0.42%0.86%Q1 2015Q3 202023
Investors Research Corp 23230.27%0.63%0.94%Q1 2018Q3 202323
Belpointe Asset Management LLC 23230.01%0.21%0.71%Q3 2017Q1 202323
Bank of New York Mellon Corp 1310.00%0.00%0.00%Q2 2013Q3 202323
CALTON & ASSOCIATES, INC. 23230.08%0.34%0.79%Q4 2017Q2 202323
DIMENSION CAPITAL MANAGEMENT LLC 23230.12%0.39%0.79%Q1 2018Q3 202323
FARMERS & MERCHANTS INVESTMENTS INC 1660.00%0.00%0.01%Q3 2013Q3 202322
FLOW TRADERS U.S. LLC 710.00%1.10%6.14%Q4 2015Q1 202322
RiverFront Investment Group, LLC 2020.01%1.39%5.74%Q4 2011Q1 201922
Icon Wealth Partners, LLC 1930.06%0.30%1.53%Q4 2017Q3 202322
Regal Investment Advisors LLC 22220.01%0.06%0.08%Q2 2013Q3 201822
Cranbrook Wealth Management, LLC 22220.01%0.01%0.01%Q2 2018Q3 202322
BB&T SECURITIES, LLC 22220.00%0.06%0.28%Q2 2014Q3 201922
DEUTSCHE BANK AG\ 1060.00%0.00%0.01%Q3 2013Q3 202322
Citadel Advisors 910.00%0.00%0.02%Q2 2016Q1 202322
Sigma Planning Corp 22220.02%0.03%0.08%Q2 2018Q3 202322
NewSquare Capital LLC 1420.00%0.17%0.34%Q1 2015Q3 202322
Stonehearth Capital Management, LLC 21211.08%5.38%10.99%Q1 2015Q1 202021
Sterling Investment Advisors, Ltd. 21210.01%0.02%0.02%Q2 2017Q2 202221
Confluence Wealth Management LLC 2010.19%1.32%4.75%Q1 2015Q3 202021
Evercore Wealth Management, LLC 1920.00%0.04%0.08%Q3 2015Q3 202321
BESSEMER GROUP INC 1220.00%0.00%0.00%Q4 2015Q3 202321
Pinnacle Bancorp, Inc. 2010.17%0.45%0.79%Q1 2017Q3 202321
Jacobi Capital Management LLC 1740.01%0.01%0.03%Q2 2016Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
Burt Wealth Advisors 21210.02%0.04%0.06%Q4 2015Q4 202021
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.06%0.17%0.48%Q2 2017Q3 202220
Evanson Asset Management, LLC 1820.04%0.06%0.08%Q2 2016Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.05%0.21%0.48%Q4 2017Q4 202220
Pensionmark Financial Group, LLC 20200.61%1.10%1.56%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Integrated Wealth Concepts LLC 920.01%0.06%0.18%Q4 2017Q3 202320
Keel Point, LLC 20200.05%0.11%0.40%Q2 2015Q1 202020
D.A. DAVIDSON & CO. 1510.00%0.01%0.02%Q3 2015Q3 202320
MUFG Americas Holdings Corp 1640.00%0.00%0.00%Q4 2015Q1 202120
IHT Wealth Management, LLC 1730.01%0.03%0.07%Q3 2017Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.12%0.62%1.31%Q4 2018Q3 202320
HBK Sorce Advisory LLC 20200.13%0.21%0.31%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20201.40%2.26%3.46%Q4 2018Q3 202320
RAYMOND JAMES TRUST N.A. 1820.01%0.05%0.10%Q2 2014Q2 201920
BROWN ADVISORY INC 1310.00%0.00%0.00%Q1 2015Q3 202020
Allworth Financial LP 1010.00%0.01%0.02%Q3 2015Q3 202320
TSFG, LLC 19190.01%0.03%0.05%Q1 2019Q3 202319
Truvestments Capital LLC 620.00%0.18%1.42%Q2 2018Q3 202319
Archford Capital Strategies, LLC 1360.01%1.45%3.98%Q1 2014Q2 201919
CITIZENS FINANCIAL GROUP INC/RI 19190.03%0.05%0.06%Q1 2019Q3 202319
ENTERPRISE FINANCIAL SERVICES CORP 19190.03%0.58%1.80%Q4 2017Q2 202219
Rockefeller Capital Management L.P. 19190.00%0.01%0.02%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Ruggie Capital Group 1540.20%1.94%8.54%Q4 2014Q3 201919
THRIVENT FINANCIAL FOR LUTHERANS 1810.00%0.01%0.04%Q4 2015Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.03%0.04%0.05%Q1 2019Q3 202319
Schoolcraft Capital LLC 19197.03%8.57%9.27%Q1 2019Q3 202319
Financial Management Professionals, Inc. 1540.03%1.33%2.88%Q3 2015Q2 202319
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 18185.41%11.02%13.89%Q2 2019Q3 202318
Bray Capital Advisors 18180.44%0.87%1.88%Q1 2015Q2 201918
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
SEI INVESTMENTS CO 1710.00%0.01%0.11%Q4 2014Q4 201918
Ancora Advisors LLC 1410.00%0.00%0.03%Q4 2016Q1 202318
Tower Research Capital LLC (TRC) 610.00%0.00%0.02%Q4 2015Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.14%0.38%Q2 2013Q3 201718
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.00%0.06%0.72%Q2 2015Q3 201918
LCNB CORP 1160.50%1.01%1.89%Q4 2016Q1 202117
WealthTrust-Arizona, LLC 17170.08%2.59%9.48%Q4 2014Q4 201817
Ranch Capital Advisors Inc. 17170.31%0.57%1.50%Q3 2019Q3 202317
BANK HAPOALIM BM 17170.05%0.10%0.24%Q2 2015Q2 201917
AVANTAX ADVISORY SERVICES, INC. 17170.05%0.07%0.12%Q3 2019Q3 202317
B. Riley Wealth Advisors, Inc. 17170.01%0.01%0.03%Q3 2019Q3 202317
ACCESS FINANCIAL SERVICES, INC. 1520.12%3.83%6.62%Q4 2016Q1 202117
Acorn Wealth Advisors, LLC 1210.13%0.31%0.50%Q4 2017Q3 202317
Hudock, Inc. 1070.00%0.06%0.65%Q2 2014Q4 201917
SRS Capital Advisors, Inc. 1020.00%0.00%0.01%Q2 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.01%0.02%Q4 2019Q3 202316
SUNTRUST BANKS INC 1310.00%0.01%0.02%Q1 2015Q3 201916
IAG Wealth Partners, LLC 16160.06%0.20%0.61%Q4 2019Q3 202316
MASSMUTUAL TRUST CO FSB/ADV 1110.00%1.29%2.24%Q1 2015Q4 202116
Curtis Advisory Group, LLC 16160.23%0.42%0.64%Q4 2019Q3 202316
FIRST NATIONAL TRUST CO 1510.03%0.13%0.27%Q4 2015Q2 202016
CHEMUNG CANAL TRUST CO 16160.10%0.37%0.78%Q3 2016Q2 202016
PEDDOCK CAPITAL ADVISORS, LLC 1110.01%0.09%0.54%Q2 2015Q4 202016
S.A. Mason LLC 16160.18%0.20%0.24%Q4 2019Q3 202316
Strategic Advisors LLC 16160.09%1.21%2.70%Q4 2019Q3 202316
FOUNDERS FINANCIAL SECURITIES LLC 16161.91%4.40%13.52%Q1 2015Q4 201816
Hefren-Tillotson, Inc. 16160.02%0.22%0.91%Q3 2014Q2 201816
Archer Investment Corp 16160.01%0.01%0.01%Q4 2019Q3 202316
Parkside Financial Bank & Trust 930.00%0.02%0.08%Q3 2015Q3 202316
Arkadios Wealth Advisors 16160.05%0.41%0.62%Q4 2019Q3 202316
Hirtle Callaghan & Co LLC 16160.00%0.00%0.00%Q3 2015Q2 201916
Next Capital Management LLC 1240.10%0.14%0.17%Q2 2019Q3 202316
Gilbert & Cook, Inc. 16160.09%0.40%0.69%Q2 2018Q1 202216
Maltin Wealth Management, Inc. 16161.33%2.20%3.24%Q4 2019Q3 202316
SIGNATUREFD, LLC 810.00%0.02%0.09%Q4 2014Q3 202216
Horizon Investments, LLC 16160.27%1.41%13.03%Q1 2015Q4 201816
NEXT Financial Group, Inc 1110.00%0.02%0.04%Q4 2015Q4 202115
Glassman Wealth Services 15150.00%0.00%0.01%Q4 2017Q2 202115
Equitable Holdings, Inc. 1230.00%0.01%0.02%Q4 2019Q3 202315
Atria Investments, Inc 710.02%0.03%0.06%Q4 2016Q3 202315
JOHNSON INVESTMENT COUNSEL INC 1410.01%0.01%0.02%Q4 2015Q1 202015
LINCOLN NATIONAL CORP 630.01%0.01%0.02%Q1 2018Q3 202315
Renaissance Technologies 410.00%0.00%0.00%Q4 2017Q3 202315
PARTNERS CAPITAL INVESTMENT GROUP, LLP 960.01%0.07%0.16%Q4 2018Q3 202315
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.05%0.10%Q2 2016Q4 201915
WEALTHSOURCE PARTNERS, LLC 15150.03%0.04%0.05%Q1 2020Q3 202315
Live Your Vision, LLC 15150.12%0.29%0.54%Q3 2015Q1 201915
CITY HOLDING CO 15150.00%0.03%0.09%Q2 2015Q4 201815
BCS Wealth Management 1410.25%0.35%0.61%Q4 2019Q3 202315
CEDAR CAPITAL, LLC 15150.17%0.77%2.06%Q1 2018Q3 202115
Mariner, LLC 810.00%0.08%0.28%Q1 2015Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 960.02%0.17%0.70%Q4 2016Q2 202115
Koshinski Asset Management, Inc. 1010.05%0.08%0.15%Q1 2015Q1 202215
FDx Advisors, Inc. 510.01%0.02%0.16%Q2 2015Q1 202114
CLEAR INVESTMENT RESEARCH, LLC 14144.19%4.60%5.51%Q1 2015Q2 201814
TWO SIGMA SECURITIES, LLC 210.00%0.05%0.22%Q3 2016Q3 202314
SVB WEALTH LLC 14140.00%0.01%0.02%Q2 2019Q3 202214
PERSONAL CFO SOLUTIONS, LLC 1130.00%0.18%0.76%Q3 2019Q2 202314
Chesapeake Wealth Management 14140.20%0.43%0.78%Q2 2020Q3 202314
MCF Advisors LLC 1310.00%0.00%0.01%Q2 2017Q3 202314
OPTIMUM INVESTMENT ADVISORS 920.00%0.12%0.49%Q4 2014Q1 202014
SG Americas Securities, LLC 710.00%0.05%0.18%Q3 2014Q2 201914
Klingman & Associates, LLC 14140.05%0.17%0.47%Q4 2014Q1 201814
M&T BANK CORP 1210.00%0.02%0.05%Q1 2015Q2 202314
COOKSON PEIRCE & CO INC 540.02%0.11%0.22%Q1 2015Q3 202014
BUCKINGHAM STRATEGIC WEALTH, LLC 1040.00%0.03%0.11%Q1 2019Q3 202314
Hexagon Capital Partners LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Clark Capital Management Group, Inc. 510.02%0.13%0.53%Q1 2015Q3 202313
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 730.02%0.04%0.08%Q3 2013Q3 201813
IFC Holdings Incorporated/FL 760.02%0.06%0.11%Q3 2014Q4 201713
Key FInancial Inc 1210.00%0.02%0.05%Q1 2020Q3 202313
First Heartland Consultants, Inc. 850.05%0.18%0.31%Q2 2013Q1 201713
Kestra Advisory Services, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Anchor Investment Management, LLC 850.00%0.00%0.00%Q4 2016Q4 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.08%0.10%0.11%Q4 2016Q4 201913
Transamerica Financial Advisors, Inc. 13130.00%0.01%0.06%Q2 2015Q2 201813
Miracle Mile Advisors, LLC 13130.09%0.15%0.18%Q3 2020Q3 202313
HUNTINGTON NATIONAL BANK 610.00%0.00%0.00%Q3 2015Q4 202213
TrueWealth Advisors, LLC 12122.77%3.43%3.95%Q4 2020Q3 202312
CAROLINAS WEALTH CONSULTING LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Regis Management CO LLC 12120.13%0.21%0.25%Q4 2015Q3 201812
GPS Wealth Strategies Group, LLC 930.03%0.09%0.17%Q3 2020Q3 202312
Crumly & Associates Inc. 12120.91%2.74%5.78%Q4 2019Q3 202212
PARK AVENUE SECURITIES LLC 610.00%0.02%0.06%Q2 2017Q3 202312
High Note Wealth, LLC 12124.29%4.45%4.61%Q4 2020Q3 202312
IndexIQ Advisors LLC 12120.03%1.16%2.55%Q2 2017Q1 202012
BBVA USA Bancshares, Inc. 12120.03%0.05%0.07%Q2 2018Q1 202112
Frank, Rimerman Advisors LLC 12120.09%0.14%0.18%Q4 2020Q3 202312
Pinnacle Wealth Management Advisory Group, LLC 710.12%2.35%5.65%Q4 2014Q3 201812
COMERICA SECURITIES INC 820.50%2.22%6.01%Q3 2015Q4 201812
Wealth Alliance Advisory Group, LLC 12121.09%2.08%2.60%Q4 2017Q3 202012
Vestmark Advisory Solutions, Inc. 1020.01%0.02%0.08%Q1 2019Q2 202312
Bellwether Advisors, LLC 12120.18%0.23%0.31%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 810.02%0.03%0.07%Q4 2019Q3 202312
Golden State Wealth Management, LLC 930.06%0.09%0.12%Q1 2019Q1 202212
Certified Advisory Corp 910.01%0.02%0.14%Q2 2018Q3 202312
Latitude Advisors, LLC 12120.16%0.19%0.25%Q4 2020Q3 202312
Carmichael Hill & Associates, Inc. 12120.00%0.01%0.04%Q4 2019Q3 202212
Tradition Wealth Management, LLC 12120.81%1.31%1.85%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.11%0.12%0.12%Q4 2020Q3 202312
WHITTIER TRUST CO 1110.00%0.00%0.01%Q1 2015Q3 202312
Financial Advisors Network, Inc. 610.13%0.53%0.84%Q4 2016Q1 202012
BANK OF HAWAII 12120.71%0.96%1.08%Q1 2015Q4 201712
Sowell Financial Services LLC 1020.00%0.02%0.10%Q3 2019Q2 202312
Balentine LLC 710.00%0.02%0.06%Q2 2016Q4 202212
Homrich & Berg 12120.01%0.10%0.35%Q4 2018Q3 202112
Qube Research & Technologies Ltd 1110.00%0.04%0.11%Q2 2020Q3 202312
Orin Green Financial, LLC 12120.63%0.95%1.23%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 930.00%0.03%0.15%Q3 2019Q3 202312
DAVIDSON & GARRARD INC 12120.05%0.58%0.91%Q4 2013Q3 201612
Atlas Private Wealth Management, LLC 11111.51%1.81%2.17%Q4 2019Q2 202211
Braun-Bostich & Associates Inc. 740.03%0.95%2.11%Q4 2017Q3 202011
BARCLAYS PLC 430.00%0.00%0.01%Q4 2014Q3 202111
KINGS POINT CAPITAL MANAGEMENT 11110.01%0.01%0.02%Q1 2015Q3 201711
Beacon Pointe Advisors, LLC 11110.01%0.07%0.22%Q1 2021Q3 202311
Laird Norton Wetherby Wealth Management, LLC 1010.02%0.02%0.03%Q4 2020Q3 202311
TWIN FOCUS CAPITAL PARTNERS, LLC 920.10%0.14%0.26%Q3 2015Q3 201811
NewEdge Advisors, LLC 810.00%0.09%0.25%Q4 2016Q3 202311
SignalPoint Asset Management, LLC 1010.06%0.14%0.30%Q4 2016Q4 201911
Manchester Capital Management LLC 11110.00%1.21%3.81%Q1 2015Q3 201711
Almanack Investment Partners, LLC. 430.04%0.61%2.14%Q4 2016Q1 202311
Lumature Wealth Partners, LLC 11110.12%0.23%0.62%Q4 2020Q2 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.00%0.00%Q1 2015Q2 201811
Hochman Cole Investment Advisors, Inc. 1010.16%0.29%0.65%Q4 2015Q3 201811
Harborview Advisors, LLC 11110.18%0.55%0.74%Q4 2017Q2 202011
ALPS ADVISORS INC 11110.10%0.14%0.20%Q2 2018Q4 202011
Jacobus Wealth Management, Inc. 11110.56%1.04%1.34%Q1 2015Q3 201711
CAPE ANN SAVINGS BANK 1010.42%4.20%6.10%Q1 2015Q4 201711
SII INVESTMENTS INC/WI 11110.03%0.04%0.08%Q1 2015Q3 201711
Sterling Capital Management LLC 10100.00%0.00%0.00%Q2 2017Q3 201910
Vigilare Wealth Management 640.11%0.15%0.22%Q1 2021Q4 202310
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.02%Q2 2013Q1 202210
Wagner Wealth Management, LLC 420.01%0.01%0.01%Q4 2017Q3 202210
Alpha Cubed Investments, LLC 10100.02%0.03%0.11%Q4 2019Q1 202210
FIRST INTERSTATE BANK 10100.02%0.02%0.02%Q3 2017Q4 201910
COZAD ASSET MANAGEMENT INC 10100.07%0.07%0.08%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Cutler Group LLC / CA 210.00%0.00%0.01%Q4 2015Q3 201710
MGO ONE SEVEN LLC 10100.01%0.05%0.07%Q3 2020Q4 202210
Starfire Investment Advisers, Inc. 10100.20%0.23%0.25%Q1 2018Q2 202010
SeaCrest Wealth Management, LLC 610.01%0.03%0.07%Q4 2017Q3 202310
STRATEGIC WEALTH MANAGEMENT INC 643.67%6.80%12.69%Q1 2015Q1 201810
Bank of New Hampshire 10100.06%0.08%0.10%Q2 2021Q3 202310
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CFO4Life, L.P. 910.07%5.63%11.66%Q4 2014Q4 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.04%Q2 2018Q3 202010
Risk Paradigm Group, LLC 10102.81%3.89%5.28%Q3 2016Q4 201810
Westover Capital Advisors, LLC 820.19%0.90%2.66%Q3 2015Q2 202010
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.01%0.03%Q4 2013Q1 201610
Tarbox Family Office, Inc. 10100.04%0.05%0.06%Q4 2017Q1 202010
Intellectus Partners, LLC 810.01%0.02%0.03%Q4 2016Q1 20199
Smart Portfolios, LLC 721.55%6.23%7.81%Q3 2015Q1 20189
FCG ADVISORS, LLC 710.18%0.33%0.55%Q3 2013Q3 20209
JNBA Financial Advisors 810.00%0.00%0.02%Q3 2016Q3 20239
Spire Wealth Management 990.00%0.00%0.00%Q1 2021Q1 20239
HRT FINANCIAL LP 310.01%0.08%0.37%Q3 2016Q3 20239
AJ WEALTH STRATEGIES, LLC 520.03%0.06%0.11%Q4 2016Q2 20199
MainStreet Investment Advisors LLC 990.06%1.85%3.54%Q4 2017Q4 20199
Wealthspire Advisors, L.P. 990.04%0.07%0.14%Q4 2015Q4 20179
Newport Wealth Strategies, Inc. 810.29%1.69%4.16%Q4 2017Q2 20209
OLD NATIONAL BANCORP /IN/ 720.01%0.02%0.04%Q1 2017Q3 20239
Veritable, L.P. 990.01%0.04%0.12%Q1 2015Q1 20179
MONEY CONCEPTS CAPITAL CORP 520.01%0.02%0.02%Q4 2020Q3 20239
Kelman-Lazarov, Inc. 540.04%0.49%0.69%Q1 2016Q2 20189
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 992.99%6.55%9.02%Q1 2015Q1 20179
RPG Investment Advisory, LLC 990.01%0.01%0.01%Q2 2017Q2 20199
INVESTMENT CENTERS OF AMERICA INC 990.02%0.10%0.24%Q4 2014Q4 20169
Tillar-Wenstrup Advisors, LLC 990.76%1.33%1.84%Q4 2015Q4 20179
U.S. Capital Wealth Advisors, LLC 990.04%0.08%0.10%Q3 2021Q3 20239
PFG Advisors 990.05%0.16%0.31%Q4 2017Q4 20199
BRANDYWINE TRUST CO 880.42%0.48%0.54%Q2 2020Q1 20228
Wealthspire Advisors, LLC 610.01%0.01%0.02%Q4 2018Q3 20238
MANAGED ACCOUNT SERVICES INC 530.11%0.13%0.16%Q1 2018Q1 20208
Ackerman Capital Advisors, LLC 510.02%2.38%5.26%Q2 2017Q4 20198
BRR OpCo, LLC 310.07%0.10%0.24%Q2 2015Q4 20198
Empirical Asset Management, LLC 880.34%0.84%1.35%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.43%1.15%2.03%Q1 2017Q4 20188
Bartlett & Co. LLC 620.00%0.00%0.00%Q2 2021Q2 20238
Callan Capital, LLC 880.10%2.76%4.83%Q2 2014Q1 20168
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 880.29%0.34%0.42%Q1 2020Q4 20218
AVAII WEALTH MANAGEMENT, LLC 880.32%0.35%0.40%Q4 2021Q3 20238
CULLEN/FROST BANKERS, INC. 510.00%0.02%0.03%Q3 2015Q4 20218
Cornerstone Wealth Management, LLC 410.04%0.23%0.79%Q1 2016Q3 20188
Bogart Wealth, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
WFG Advisors, LP 620.00%0.00%0.00%Q1 2015Q1 20178
MSI Financial Services Inc 880.09%0.20%0.25%Q1 2015Q4 20168
BSW Wealth Partners 440.09%1.61%7.68%Q3 2015Q4 20178
CHOREO, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
NORTHWEST WEALTH MANAGEMENT, LLC 530.07%1.11%2.88%Q4 2016Q1 20198
Kistler-Tiffany Companies, LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Sharkey, Howes & Javer 880.04%2.52%6.36%Q1 2015Q4 20168
Vivaldi Capital Management LP 880.00%0.41%1.93%Q1 2017Q4 20188
Mirae Asset Global Investments Co., Ltd. 410.01%0.25%0.60%Q3 2014Q4 20168
EP Wealth Advisors, LLC 710.02%0.04%0.08%Q4 2015Q3 20188
Mechanics Financial Corp 880.04%0.04%0.04%Q4 2021Q3 20238
HAYS ADVISORY LLC 880.18%0.46%0.86%Q4 2016Q3 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Keystone Financial Group 440.06%0.12%0.32%Q4 2017Q4 20198
WADDELL & ASSOCIATES, LLC 880.07%4.89%9.54%Q4 2018Q3 20208
Tactical Allocation Group LLC 777.55%10.81%12.83%Q4 2014Q2 20167
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Plante Moran Financial Advisors, LLC 310.00%0.09%0.19%Q1 2015Q2 20217
HB Wealth Management, LLC 520.00%0.01%0.01%Q4 2021Q3 20237
BRIDGES INVESTMENT MANAGEMENT INC 770.14%0.15%0.18%Q2 2018Q4 20197
BlackRock Investment Management, LLC 770.00%0.00%0.00%Q2 2015Q4 20167
ARGI Investment Services, LLC 771.64%3.79%5.21%Q1 2015Q3 20167
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
CIBC BANK USA 320.03%0.04%0.05%Q1 2015Q2 20177
ADVISOR PARTNERS LLC 770.04%0.06%0.07%Q4 2020Q2 20227
CETERA INVESTMENT MANAGEMENT LLC 770.35%2.46%3.56%Q4 2015Q2 20177
Garde Capital, Inc. 770.11%0.16%0.20%Q1 2015Q3 20167
Baker Avenue Asset Management, LP 770.03%2.24%3.63%Q1 2015Q3 20167
MEEDER ASSET MANAGEMENT INC 770.00%0.00%0.00%Q3 2020Q1 20227
Charles Schwab Investment Advisory, Inc. 770.00%1.41%2.47%Q4 2014Q2 20167
Merriman Wealth Management, LLC 310.17%1.61%3.61%Q4 2014Q1 20177
RPg Family Wealth Advisory, LLC 210.02%0.04%0.10%Q1 2016Q1 20197
Cable Hill Partners, LLC 770.01%0.01%0.01%Q3 2017Q1 20197
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 520.02%0.06%0.25%Q4 2019Q3 20227
iAB Financial Bank 770.47%0.60%0.82%Q1 2015Q3 20167
Joel Isaacson & Co., LLC 770.01%0.01%0.01%Q2 2015Q4 20167
Western Wealth Management, LLC 770.06%0.15%0.20%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
ASSETMARK, INC 410.00%0.00%0.00%Q4 2017Q3 20237
Richard Bernstein Advisors LLC 430.00%0.27%0.63%Q1 2015Q1 20177
Cresset Asset Management, LLC 660.01%0.01%0.02%Q4 2018Q1 20206
Peak Financial Management, Inc. 510.09%5.07%8.59%Q4 2015Q2 20176
Rehmann Capital Advisory Group 660.01%0.01%0.01%Q1 2018Q2 20196
PHH Investments, Ltd. 663.73%5.46%9.24%Q4 2016Q1 20186
Total Clarity Wealth Management, Inc. 660.18%0.27%0.39%Q2 2022Q3 20236
Capital Advisors, Ltd. LLC 660.01%0.01%0.02%Q4 2018Q1 20206
Cooper Financial Group 661.93%2.43%3.13%Q2 2022Q3 20236
CIBC Private Wealth Group, LLC 310.00%0.08%0.28%Q2 2015Q2 20186
SWMG, LLC 660.27%0.50%0.72%Q4 2020Q1 20226
Financial Gravity Asset Management, Inc. 510.00%0.01%0.01%Q3 2018Q1 20206
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q2 2018Q3 20196
Sound Income Strategies, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
PRIVATE TRUST CO NA 660.00%0.02%0.05%Q2 2022Q3 20236
NOTTINGHAM ADVISORS, INC. 660.58%0.61%0.65%Q1 2015Q2 20166
GREAT VALLEY ADVISOR GROUP, INC. 660.08%0.12%0.24%Q4 2018Q1 20206
Geller Advisors LLC 420.80%6.34%9.98%Q3 2014Q3 20236
Avantax Planning Partners, Inc. 510.01%0.02%0.02%Q3 2017Q2 20196
Orion Portfolio Solutions, LLC 330.00%0.01%0.02%Q4 2019Q3 20236
UBS AG 660.00%0.01%0.02%Q2 2013Q3 20146
McIlrath & Eck, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Avidian Wealth Solutions, LLC 660.02%0.03%0.04%Q3 2020Q4 20216
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q4 2021Q1 20236
ACG Wealth 510.08%0.12%0.14%Q2 2013Q4 20156
Magnus Financial Group LLC 660.10%0.26%0.37%Q4 2018Q1 20206
Avior Wealth Management, LLC 330.00%0.01%0.03%Q4 2015Q2 20236
Concord Wealth Partners 660.00%0.00%0.00%Q4 2020Q1 20226
FineMark National Bank & Trust 660.00%0.03%0.07%Q3 2015Q4 20166
SYNOVUS FINANCIAL CORP 210.00%0.00%0.01%Q3 2015Q1 20206
Csenge Advisory Group 310.02%0.05%0.14%Q3 2018Q2 20236
Coyle Financial Counsel LLC 665.57%6.75%8.35%Q3 2014Q4 20156
OneDigital Investment Advisors LLC 660.00%0.01%0.02%Q2 2017Q3 20186
Community Bank, N.A. 660.03%0.04%0.04%Q1 2015Q2 20166
TRUST CO OF VERMONT 660.00%0.00%0.00%Q2 2019Q3 20206
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
GREENWOOD CAPITAL ASSOCIATES LLC 660.12%0.72%1.48%Q4 2014Q1 20166
O'Brien Wealth Partners LLC 6612.06%13.39%14.88%Q2 2022Q3 20236
Clear Perspective Advisors, LLC 660.00%0.00%0.01%Q4 2016Q1 20186
Camarda Financial Advisors, LLC 557.56%8.90%9.80%Q1 2015Q1 20165
Argentus Capital Management, LLC 550.01%0.05%0.20%Q3 2015Q3 20165
CREDIT SUISSE AG/ 410.00%0.01%0.01%Q1 2015Q2 20165
LBA Wealth Management, LLC 550.06%0.07%0.08%Q4 2015Q4 20165
DUBUQUE BANK & TRUST CO 410.00%0.01%0.03%Q4 2015Q2 20185
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210.00%0.00%0.00%Q4 2015Q2 20225
WEBSTER BANK, N. A. 550.00%0.00%0.00%Q4 2016Q4 20175
Prime Capital Investment Advisors, LLC 550.01%0.01%0.01%Q1 2020Q1 20215
Leisure Capital Management 550.10%0.11%0.12%Q1 2021Q1 20225
NOMURA ASSET MANAGEMENT CO LTD 210.00%0.01%0.02%Q3 2019Q3 20235
Fortress Wealth Group, LLC 550.19%0.19%0.20%Q2 2021Q2 20225
V Wealth Advisors LLC 410.00%0.31%0.50%Q1 2016Q2 20175
Gladstone Institutional Advisory LLC 310.02%0.05%0.07%Q1 2020Q4 20215
Polaris Wealth Advisory Group, LLC 320.00%0.89%2.25%Q1 2015Q3 20185
DUMONT & BLAKE INVESTMENT ADVISORS LLC 550.15%0.15%0.16%Q2 2015Q2 20165
OGOREK ANTHONY JOSEPH /NY/ /ADV 551.82%10.36%13.36%Q4 2014Q4 20155
BOSTON ADVISORS LLC 550.01%0.06%0.09%Q4 2014Q4 20155
Sand Hill Global Advisors, LLC 554.79%5.39%5.77%Q3 2014Q3 20155
FRANKLIN RESOURCES INC 210.00%0.00%0.00%Q3 2016Q2 20235
S.E.E.D. Planning Group LLC 551.32%1.72%2.24%Q4 2019Q4 20205
Bell Rock Capital LLC 550.00%0.00%0.00%Q4 2016Q4 20175
H&H Retirement Design & Management INC 550.50%0.55%0.61%Q4 2021Q4 20225
Advisors Capital Management, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Virtu Financial LLC 110.02%0.09%0.30%Q3 2015Q4 20195
GIRARD SECURITIES, INC. 550.26%0.29%0.32%Q1 2016Q1 20175
COMERICA SECURITIES,INC. 550.04%0.24%0.52%Q1 2019Q1 20205
AVALON CAPITAL MANAGEMENT 210.18%1.14%1.90%Q3 2014Q4 20175
Lido Advisors, LLC 310.00%0.23%0.59%Q1 2016Q3 20235
CUMBERLAND ADVISORS INC 552.35%3.18%3.63%Q4 2014Q4 20155
NATIXIS ADVISORS, L.P. 550.01%0.02%0.03%Q1 2015Q1 20165
Taikang Asset Management (Hong Kong) Co Ltd 550.80%1.62%2.32%Q3 2019Q3 20205
Fieldpoint Private Securities, LLC 550.01%0.05%0.06%Q2 2021Q2 20225
Independent Portfolio Consultants, Inc. 550.08%0.11%0.14%Q4 2014Q4 20155
Jolley Asset Management, LLC 550.01%0.01%0.01%Q2 2017Q2 20185
HARVEST GROUP WEALTH MANAGEMENT, LLC 550.00%0.01%0.05%Q2 2019Q2 20205
Stratos Wealth Advisors, LLC 550.10%0.12%0.16%Q3 2022Q3 20235
SCOTIA CAPITAL INC. 550.04%0.06%0.07%Q4 2014Q4 20155
OPPENHEIMER & CO INC 550.24%0.25%0.26%Q1 2014Q1 20155
Smith Anglin Financial, LLC 320.21%1.81%4.14%Q3 2021Q1 20235
Hoxton Planning & Management, LLC 440.22%0.24%0.27%Q4 2022Q3 20234
REGIONS FINANCIAL CORP 210.00%0.01%0.01%Q3 2015Q4 20224
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.03%1.08%1.15%Q4 2022Q3 20234
Fortis Advisors, LLC 440.01%0.01%0.01%Q3 2017Q2 20184
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
Econ Financial Services Corp 310.14%2.14%3.13%Q4 2018Q4 20214
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.03%0.04%0.05%Q1 2016Q4 20164
USAdvisors Wealth Management, LLC 440.06%0.13%0.20%Q2 2020Q1 20214
Moran Wealth Management, LLC 440.11%0.25%0.33%Q4 2022Q3 20234
Northern Financial Advisors Inc 440.20%0.21%0.23%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.69%0.72%0.74%Q4 2022Q3 20234
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q1 2023Q4 20234
Chevy Chase Trust Holdings, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
WINTRUST INVESTMENTS LLC 440.04%0.04%0.05%Q4 2017Q3 20184
RFG Advisory, LLC 220.17%9.15%21.72%Q1 2015Q3 20174
Highview Capital Management LLC/DE/ 440.81%0.84%0.90%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.65%0.68%0.71%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Focused Wealth Management, Inc 440.00%0.00%0.00%Q4 2015Q3 20164
BEACON TRUST CO 440.67%0.76%0.83%Q2 2015Q1 20164
Ethos Financial Group, LLC 441.78%2.08%2.32%Q4 2022Q3 20234
Integrated Investment Consultants, LLC 440.01%0.01%0.01%Q2 2016Q1 20174
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WBH ADVISORY INC 440.04%0.14%0.29%Q4 2021Q3 20224
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
State of New Jersey Common Pension Fund D 440.18%0.32%0.43%Q2 2015Q1 20164
Whitaker-Myers Wealth Managers, LTD. 444.73%6.53%7.64%Q4 2022Q3 20234
YorkBridge Wealth Partners, LLC 440.01%0.02%0.02%Q4 2016Q3 20174
Hilltop Holdings Inc. 310.06%0.07%0.09%Q2 2015Q3 20234
Private Capital Group, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Proficio Capital Partners LLC 440.01%0.02%0.02%Q1 2016Q4 20164
Corient Capital Partners, LLC 440.06%0.07%0.08%Q1 2019Q4 20194
Dorsey & Whitney Trust CO LLC 440.06%0.07%0.08%Q3 2015Q2 20164
New Millennium Group LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Sunbelt Securities, Inc. 310.00%0.01%0.05%Q4 2016Q3 20234
PRUDENTIAL FINANCIAL INC 310.00%0.00%0.01%Q4 2016Q2 20224
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q3 2015Q3 20234
One Capital Management, LLC 440.46%0.65%0.89%Q3 2022Q2 20234
ROWLANDMILLER & PARTNERS.ADV 310.04%0.04%0.05%Q1 2020Q3 20214
KARLINSKI ANDREW C 440.06%0.07%0.09%Q4 2021Q3 20224
MOSAIC FAMILY WEALTH PARTNERS, LLC 449.50%10.23%11.79%Q4 2022Q3 20234
PYA Waltman Capital, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Jackson Wealth Management, LLC 440.66%0.69%0.75%Q1 2015Q4 20154
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Placemark Investments, Inc. 440.06%0.11%0.17%Q1 2014Q4 20144
Arlington Partners LLC 440.02%0.02%0.02%Q1 2019Q4 20194
55I, LLC 440.02%0.05%0.08%Q4 2021Q3 20224
Karp Capital Management Corp 310.02%0.03%0.03%Q1 2015Q4 20184
EVOKE WEALTH, LLC 310.01%0.01%0.03%Q3 2022Q3 20234
Harbour Capital Advisors, LLC 440.10%0.14%0.17%Q1 2023Q4 20234
ASPIRIANT HOLDINGS S3, LLC 440.40%0.80%1.02%Q1 2015Q4 20154
Spot Trading L.L.C 110.00%0.02%0.05%Q4 2014Q3 20164
UMB Bank, n.a. 310.00%0.00%0.00%Q2 2022Q3 20234
Kovack Advisors, Inc. 441.52%1.76%2.35%Q1 2015Q4 20154
Vigilant Capital Management, LLC 210.00%0.01%0.01%Q2 2016Q3 20183
SEGALL BRYANT & HAMILL, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Corbenic Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Realta Investment Advisors 330.00%0.00%0.00%Q1 2019Q3 20193
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
CFM WEALTH PARTNERS LLC 330.01%0.01%0.01%Q4 2019Q2 20203
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
North Star Investment Management Corp. 330.00%0.00%0.00%Q1 2023Q3 20233
Investors Capital Advisory Services 330.24%0.52%0.86%Q4 2015Q2 20163
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
PCA Investment Advisory Services Inc. 330.47%0.53%0.55%Q1 2023Q3 20233
Capital Bank & Trust Co 330.00%0.00%0.00%Q3 2019Q1 20203
Advisory Resource Group 330.69%0.84%1.14%Q1 2019Q3 20193
MYCIO WEALTH PARTNERS, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
Friedenthal Financial 213.34%4.19%5.40%Q2 2015Q3 20173
TOWNSQUARE CAPITAL LLC 110.01%0.03%0.07%Q4 2018Q3 20213
AFFINITY WEALTH MANAGEMENT LLC 333.07%3.47%3.72%Q1 2023Q3 20233
MADISON INVESTMENT HOLDINGS INC 330.12%0.36%0.65%Q2 2018Q4 20183
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Covenant Multifamily Offices, LLC 210.10%0.15%0.23%Q3 2015Q4 20193
FundX Investment Group, LLC 213.96%5.12%6.40%Q2 2015Q2 20173
Flaharty Asset Management, LLC 330.05%0.13%0.21%Q4 2020Q2 20213
CITY NATIONAL BANK 330.10%0.12%0.13%Q1 2015Q3 20153
SILVERCREST ASSET MANAGEMENT GROUP LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Bruderman Asset Management, LLC 210.00%0.01%0.01%Q3 2015Q2 20163
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
AlphaCore Capital LLC 330.43%0.53%0.72%Q1 2023Q3 20233
Parallel Advisors, LLC 210.00%0.00%0.00%Q1 2017Q2 20203
DUFF & PHELPS INVESTMENT MANAGEMENT CO 210.01%0.03%0.07%Q4 2017Q4 20183
Fusion Investment Group, LLC 330.58%0.76%0.93%Q3 2014Q1 20153
Coppell Advisory Solutions LLC 210.00%0.04%0.06%Q4 2022Q3 20233
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.01%Q1 2020Q1 20213
Quantitative Advantage, LLC 330.45%1.68%2.68%Q2 2015Q4 20153
TNF LLC 330.10%0.10%0.10%Q3 2021Q1 20223
Red Door Wealth Management, LLC 210.00%0.00%0.00%Q1 2020Q2 20213
Charles Schwab Trust Co 330.15%0.16%0.17%Q3 2021Q1 20223
Pinnacle Advisory Group, Inc. 330.01%0.01%0.01%Q4 2016Q2 20173
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Safeguard Investment Advisory Group, LLC 210.00%0.06%0.09%Q4 2020Q3 20233
McCarthy Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Cornerstone Financial Partners, LLC 330.34%1.77%2.64%Q4 2016Q2 20173
Stockman Wealth Management, Inc. 330.22%0.25%0.30%Q4 2019Q2 20203
Novak Financial Planning, LLC 330.68%0.71%0.74%Q4 2020Q2 20213
Waverly Advisors, LLC 330.01%0.02%0.02%Q2 2014Q4 20143
Perigon Wealth Management, LLC 210.01%0.01%0.01%Q4 2020Q3 20233
Stadion Money Management, LLC 330.04%0.06%0.07%Q3 2014Q1 20153
Family Asset Management, LLC 330.34%0.41%0.48%Q1 2023Q3 20233
Perella Weinberg Partners Capital Management LP 210.16%0.58%0.87%Q3 2016Q1 20183
BOKF, NA 110.00%0.01%0.02%Q4 2015Q4 20183
Advocacy Wealth Management Services, LLC 210.01%0.01%0.01%Q4 2015Q1 20213
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q1 2022Q3 20233
Partnervest Advisory Services LLC 210.02%0.02%0.03%Q3 2013Q1 20153
Reliant Wealth Planning 333.84%4.38%5.41%Q2 2022Q4 20223
LVZ, Inc. 330.10%0.11%0.12%Q1 2016Q3 20163
Mach-1 Financial Group, LLC 210.02%0.03%0.04%Q2 2022Q1 20233
Mascoma Wealth Management LLC 330.00%0.00%0.00%Q1 2022Q3 20223
WOODMONT INVESTMENT COUNSEL LLC 330.06%0.06%0.06%Q3 2017Q1 20183
CPWM, LLC 220.04%0.04%0.04%Q3 2015Q4 20152
Tradewinds Capital Management, LLC 110.00%0.00%0.01%Q2 2015Q4 20182
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q2 2022Q3 20222
ELEMENT CAPITAL MANAGEMENT LLC 220.22%0.29%0.35%Q3 2016Q4 20162
Diversified Trust Co 220.03%0.03%0.03%Q3 2018Q4 20182
BANQUE PICTET & CIE SA 220.01%0.01%0.02%Q1 2015Q2 20152
ZEKE CAPITAL ADVISORS, LLC 115.93%10.92%15.92%Q3 2015Q1 20162
White Knight Strategic Wealth Advisors, LLC 221.11%1.12%1.13%Q4 2021Q1 20222
Yellowstone Partners, LLC 221.71%1.83%1.96%Q3 2017Q4 20172
BINGHAM OSBORN & SCARBOROUGH LLC 220.02%0.02%0.02%Q3 2019Q4 20192
BerganKDV Wealth Management, LLC 110.00%0.03%0.06%Q2 2020Q3 20222
CENTRAL BANK & TRUST CO 220.04%0.05%0.06%Q2 2015Q3 20152
SECURITY NATIONAL TRUST CO 220.00%0.00%0.00%Q4 2015Q1 20162
Lindbrook Capital, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Jane Street Holding, LLC 220.03%0.05%0.07%Q3 2013Q4 20132
Icon Wealth Advisors, LLC 220.06%0.06%0.07%Q3 2022Q4 20222
Visionary Wealth Advisors 220.07%0.07%0.07%Q2 2023Q3 20232
Crabel Capital Management, LLC 110.04%0.04%0.05%Q2 2021Q4 20212
Kore Private Wealth LLC 220.04%0.05%0.05%Q2 2021Q3 20212
WHITTIER TRUST CO OF NEVADA INC 220.00%0.00%0.00%Q2 2016Q3 20162
Robertson Stephens Wealth Management, LLC 110.02%0.03%0.03%Q4 2021Q1 20232
People's United Financial, Inc. 110.00%0.00%0.00%Q3 2015Q1 20162
KANALY TRUST CO 220.01%0.01%0.01%Q4 2015Q1 20162
Ken Stern & Associates, Inc. 222.51%2.54%2.57%Q2 2017Q3 20172
WESPAC Advisors SoCal, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Beacon Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q1 2023Q3 20232
PGIM Custom Harvest LLC 220.06%0.07%0.08%Q2 2021Q3 20212
Bryn Mawr Capital Management, LLC 220.18%0.19%0.19%Q1 2018Q2 20182
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Steinberg Global Asset Management 220.05%0.08%0.10%Q2 2015Q3 20152
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Essex Financial Services, Inc. 220.05%0.06%0.06%Q2 2015Q3 20152
Savior LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Laird Norton Wetherby Trust Company, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
NATIONAL PLANNING CORP 220.02%0.03%0.03%Q2 2015Q3 20152
Engrave Wealth Partners LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Select Asset Management & Trust 220.72%1.37%2.03%Q1 2015Q2 20152
I.G. INVESTMENT MANAGEMENT, LTD. 220.10%0.10%0.10%Q1 2015Q2 20152
Trexquant Investment LP 110.04%0.06%0.08%Q1 2020Q3 20202
DFPG INVESTMENTS, LLC 220.50%0.50%0.51%Q4 2018Q1 20192
Asset Planning Services, Ltd. 220.02%0.02%0.03%Q2 2017Q3 20172
SIMON QUICK ADVISORS, LLC 110.05%0.14%0.23%Q4 2018Q2 20202
First Horizon Advisors, Inc. 110.00%0.01%0.02%Q1 2016Q4 20182
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q3 2018Q4 20182
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q2 20212
OLD MISSION CAPITAL, LLC 110.10%0.54%0.99%Q4 2016Q4 20202
WASHINGTON TRUST BANK 220.00%0.00%0.00%Q1 2017Q2 20172
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
TCI Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2017Q2 20182
Carnick & Kubik, LLC 110.00%0.01%0.01%Q3 2015Q1 20162
FourThought Financial, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Artemis Wealth Advisors, LLC 2214.81%15.34%15.87%Q4 2016Q1 20172
Integrated Wealth Management 220.00%0.00%0.00%Q2 2016Q3 20162
Onyx Bridge Wealth Group LLC 220.36%0.39%0.43%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.04%0.08%Q4 2018Q3 20222
MANAGED ACCOUNT ADVISORS LLC 220.02%0.05%0.09%Q1 2015Q2 20152
Integrated Advisors Network LLC 110.02%0.03%0.03%Q4 2019Q2 20202
Capital Analysts, LLC 110.00%0.00%0.00%Q2 2016Q3 20202
ENZI WEALTH 221.32%2.19%3.06%Q2 2023Q3 20232
AE Wealth Management LLC 220.00%0.00%0.00%Q1 2022Q2 20222
MEITAV INVESTMENT HOUSE LTD 110.00%0.01%0.02%Q2 2018Q2 20232
ASPIRIANT, LLC 220.19%0.23%0.27%Q1 2016Q2 20162
Disciplined Investments, LLC 220.05%0.06%0.06%Q4 2019Q1 20202
EPG Wealth Management LLC 220.02%0.03%0.03%Q4 2019Q1 20202
Cedar Brook Financial Partners, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Gupta Wealth Management LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2019Q1 20191
Dougherty Wealth Advisers LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Sageworth Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Edge Wealth Management LLC 110.03%0.03%0.03%Q2 2013Q2 20131
AURORA FINANCIAL ADVISORS, LLC 110.62%0.62%0.62%Q4 2017Q4 20171
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Insights, Inc. 112.53%2.53%2.53%Q3 2023Q3 20231
Intrua Financial, LLC 110.88%0.88%0.88%Q2 2020Q2 20201
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TRUE Private Wealth Advisors 110.07%0.07%0.07%Q3 2023Q3 20231
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Capstone Triton Financial Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Tanglewood Wealth Management, Inc. 116.41%6.41%6.41%Q3 2015Q3 20151
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Litman Gregory Wealth Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
AllSquare Wealth Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Convergent Wealth Advisors 110.05%0.05%0.05%Q2 2015Q2 20151
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Riggs Asset Managment Co. Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hilltop Partners LLC 111.88%1.88%1.88%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 110.31%0.31%0.31%Q1 2022Q1 20221
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
WOLVERINE ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q2 2015Q2 20151
D. SCOTT NEAL, INC. 111.97%1.97%1.97%Q4 2019Q4 20191
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2016Q2 20161
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.06%0.06%0.06%Q4 2022Q4 20221
RONALD BLUE & CO LLC 110.04%0.04%0.04%Q4 2015Q4 20151
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q1 2015Q1 20151
JFS WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.20%0.20%0.20%Q3 2022Q3 20221
FIDUCIARY TRUST INTERNATIONAL LLC 110.10%0.10%0.10%Q3 2015Q3 20151
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Clarius Group, LLC 110.10%0.10%0.10%Q3 2018Q3 20181
First Allied Asset Management, Inc. 112.21%2.21%2.21%Q1 2015Q1 20151
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2016Q3 20161
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FENIMORE ASSET MANAGEMENT INC 110.02%0.02%0.02%Q3 2016Q3 20161
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Cypress Capital, LLC 112.51%2.51%2.51%Q4 2018Q4 20181
Capstone Financial Advisors, Inc. 110.44%0.44%0.44%Q1 2015Q1 20151
Cypress Capital Group 110.08%0.08%0.08%Q2 2018Q2 20181
TD ASSET MANAGEMENT INC 110.04%0.04%0.04%Q2 2015Q2 20151
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q4 2015Q4 20151
Mechanics Bank Trust Department 110.01%0.01%0.01%Q3 2019Q3 20191
Jefferies Group LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
StoneX Group Inc. 110.16%0.16%0.16%Q1 2022Q1 20221
Bluefin Trading, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
IMA Wealth, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
Clarfeld Financial Advisors, LLC 110.54%0.54%0.54%Q4 2018Q4 20181
Hemenway Trust Co LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Consilium Wealth Advisory, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
PRW Wealth Management LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Carter Financial Group, INC. 1111.56%11.56%11.56%Q1 2022Q1 20221
Continuum Advisory, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
HM PAYSON & CO 110.00%0.00%0.00%Q2 2019Q2 20191
Westbourne Investment Advisors, Inc. 110.04%0.04%0.04%Q3 2018Q3 20181
J.P. Turner & Co Capital Mnagement, LLC 110.22%0.22%0.22%Q1 2015Q1 20151
Virtu KCG Holdings LLC 110.02%0.02%0.02%Q4 2016Q4 20161
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q4 2015Q4 20151
MANCHESTER FINANCIAL INC 110.04%0.04%0.04%Q2 2019Q2 20191
Eagle Bay Advisors LLC 110.01%0.01%0.01%Q3 2022Q3 20221
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Apriem Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
TIEDEMANN ADVISORS, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
DT Investment Partners, LLC 110.16%0.16%0.16%Q2 2015Q2 20151
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Paragon Capital Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Hoover Financial Advisors, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BALYASNY ASSET MANAGEMENT L.P. 110.06%0.06%0.06%Q4 2017Q4 20171
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Dakota Wealth Management 110.06%0.06%0.06%Q4 2019Q4 20191
Graves Light Lenhart Wealth, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Delphi Private Advisors LLC 110.05%0.05%0.05%Q4 2017Q4 20171
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2018Q1 20181
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2022Q2 20221
Bristlecone Advisors, LLC 111.20%1.20%1.20%Q4 2015Q4 20151
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PRUDENTIAL PLC 110.00%0.00%0.00%Q2 2023Q2 20231
PIN OAK INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q4 2017Q4 20171
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ClearBridge Investments 110.00%0.00%0.00%Q4 2015Q4 20151
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Tuttle Capital Management, LLC 110.28%0.28%0.28%Q1 2017Q1 20171
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Euclid Advisors LLC 110.06%0.06%0.06%Q4 2015Q4 20151
Y-Intercept (Hong Kong) Ltd 110.09%0.09%0.09%Q1 2021Q1 20211
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Financial Architects, Inc 110.01%0.01%0.01%Q1 2016Q1 20161
CapWealth Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
INTEGRATED CAPITAL MANAGEMENT, INC. 110.24%0.24%0.24%Q2 2021Q2 20211
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q1 2021Q1 20211
Whitnell & Co. 110.04%0.04%0.04%Q1 2018Q1 20181
AMERICAN NATIONAL BANK 110.01%0.01%0.01%Q1 2018Q1 20181
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 110.01%0.01%0.01%Q2 2020Q2 20201
Tyler-Stone Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.26%0.26%0.26%Q3 2015Q3 20151
Sandy Spring Bank 110.00%0.00%0.00%Q4 2014Q4 20141
Ellevest, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
LOCKERMAN FINANCIAL GROUP, INC. 110.55%0.55%0.55%Q1 2022Q1 20221
KEYBANK NATIONAL ASSOCIATION/OH 110.01%0.01%0.01%Q3 2016Q3 20161
VANGUARD GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
361 CAPITAL LLC 117.42%7.42%7.42%Q4 2015Q4 20151
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
First Capital Advisors Group, LLC. 110.18%0.18%0.18%Q2 2017Q2 20171
Crosspoint Capital Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Venturi Wealth Management, LLC 110.68%0.68%0.68%Q4 2015Q4 20151
Truvvo Partners LLC 110.15%0.15%0.15%Q1 2016Q1 20161
PNC Managed Account Solutions, Inc. 110.10%0.10%0.10%Q2 2021Q2 20211
BB&T INVESTMENT SERVICES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Checchi Capital Advisers, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Anfield Capital Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MONROE BANK & TRUST/MI 110.02%0.02%0.02%Q1 2016Q1 20161
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q4 2022Q4 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Ipsen Advisor Group LLC 114.47%4.47%4.47%Q4 2022Q4 20221
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Farther Finance Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Mraz, Amerine & Associates, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OneAscent Financial Services LLC 111.06%1.06%1.06%Q3 2023Q3 20231
Financial Advocates Investment Management 110.02%0.02%0.02%Q3 2018Q3 20181
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Hefty Wealth Partners 110.00%0.00%0.00%Q1 2017Q1 20171
HALL LAURIE J TRUSTEE 110.01%0.01%0.01%Q4 2019Q4 20191
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
CONSILIO WEALTH ADVISORS, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Symphony Financial, Ltd. Co. 110.36%0.36%0.36%Q1 2022Q1 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
BAIRD ROBERT W & CO INC /WI/ 110.27%0.27%0.27%Q1 2015Q1 20151
External links

This page lists all the filers that currently own DBX ETF TR or have owned DBX ETF TR in the past.