INVESCO EXCHANGE TRADED FD T shareholder history

Current and past INVESCO EXCHANGE TRADED FD T shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.02%Q2 2018Q3 202363
Cutler Group LLC / CA 1820.00%0.02%0.31%Q3 2018Q3 202352
WOLVERINE TRADING, LLC 17170.00%0.01%0.04%Q3 2019Q3 202347
JANE STREET GROUP, LLC 1740.00%0.01%0.03%Q2 2018Q3 202346
Citadel Advisors 1310.00%0.00%0.01%Q2 2018Q3 202345
MILLENNIUM MANAGEMENT LLC 1410.00%0.01%0.06%Q3 2018Q3 202332
Anchor Investment Management, LLC 32320.01%0.04%0.08%Q1 2016Q4 202332
BARCLAYS PLC 1180.00%0.00%0.06%Q2 2018Q3 202331
Cetera Investment Advisers 22220.00%0.23%0.82%Q2 2018Q3 202330
Sutton Wealth Advisors Inc. 18120.00%0.03%0.04%Q1 2016Q3 202330
BANK OF AMERICA CORP /DE/ 22220.00%0.10%0.20%Q2 2018Q3 202329
Parallax Volatility Advisers, L.P. 630.00%0.00%0.02%Q2 2018Q4 202229
Sargent Bickham Lagudis LLC 28280.76%1.19%1.58%Q1 2016Q4 202228
CITIGROUP INC 22220.00%0.02%0.24%Q2 2018Q3 202327
UBS Group AG 22220.00%0.18%0.29%Q2 2018Q3 202327
WELLS FARGO & COMPANY/MN 22220.00%0.13%0.24%Q2 2018Q3 202326
GOLDMAN SACHS GROUP INC 22220.00%0.08%0.21%Q2 2018Q3 202325
First National Bank of Mount Dora, Trust Investment Services 23230.68%0.86%0.98%Q2 2018Q4 202323
HighTower Advisors, LLC 22220.00%0.42%0.96%Q2 2018Q3 202323
BALDWIN BROTHERS LLC/MA 23230.01%0.01%0.01%Q2 2018Q4 202323
Curbstone Financial Management Corp 23230.82%1.04%1.38%Q2 2018Q4 202323
OPTIMUM INVESTMENT ADVISORS 23230.05%0.21%0.60%Q2 2018Q4 202323
Private Advisor Group, LLC 22220.00%0.41%0.87%Q2 2018Q3 202323
Ancora Advisors LLC 22220.01%0.07%0.16%Q2 2018Q3 202323
Fragasso Group Inc. 23230.04%0.06%0.09%Q2 2018Q4 202323
Atria Investments, Inc 22220.08%0.20%0.78%Q2 2018Q3 202322
FIRST HAWAIIAN BANK 22220.04%0.05%0.13%Q2 2018Q3 202322
BRAUN STACEY ASSOCIATES INC 22220.02%0.03%0.06%Q2 2018Q3 202322
Focused Wealth Management, Inc 22220.00%0.09%1.14%Q2 2018Q3 202322
Buffington Mohr McNeal 22220.37%0.47%0.60%Q2 2018Q3 202322
Carlton Hofferkamp & Jenks Wealth Management, LLC 22227.91%8.35%9.08%Q2 2018Q3 202322
RHUMBLINE ADVISERS 22220.00%0.00%0.01%Q2 2018Q3 202322
Santori & Peters, Inc. 22220.20%0.58%1.17%Q2 2018Q3 202322
Cambridge Advisors Inc. 22220.19%0.23%0.28%Q2 2018Q3 202322
WADE G W & INC 22220.09%0.14%0.19%Q2 2018Q3 202322
Advisory Services Network, LLC 22220.08%0.38%0.63%Q2 2018Q3 202322
GREENLEAF TRUST 22220.02%0.08%0.15%Q2 2018Q3 202322
Penbrook Management LLC 22220.22%0.59%2.40%Q2 2018Q3 202322
Oxbow Advisors, LLC 22220.69%1.57%2.79%Q2 2018Q3 202322
Moloney Securities Asset Management, LLC 22220.60%0.84%1.22%Q2 2018Q3 202322
Paulson Wealth Management Inc. 22220.15%0.51%1.99%Q2 2018Q3 202322
Seelaus Asset Management LLC 22220.82%1.19%1.70%Q2 2018Q3 202322
Prime Capital Investment Advisors, LLC 22220.06%0.73%1.34%Q2 2018Q3 202322
D L CARLSON INVESTMENT GROUP INC 22220.08%0.16%0.25%Q2 2018Q3 202322
BLAIR WILLIAM & CO/IL 22220.00%0.04%0.07%Q2 2018Q3 202322
PEDDOCK CAPITAL ADVISORS, LLC 22220.98%1.42%2.00%Q2 2018Q3 202322
PEAPACK GLADSTONE FINANCIAL CORP 22220.26%0.35%0.44%Q2 2018Q3 202322
Hartford Financial Management Inc. 22220.24%0.40%0.61%Q2 2018Q3 202322
Capital Analysts, LLC 22220.03%1.36%4.37%Q2 2018Q3 202322
Sterneck Capital Management, LLC 22223.75%8.47%10.19%Q2 2018Q3 202322
Capital Advisors, Ltd. LLC 22221.73%1.98%2.30%Q2 2018Q3 202322
Essex Financial Services, Inc. 22220.44%0.75%1.15%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.11%0.15%0.20%Q2 2018Q3 202322
Main Management LLC 22222.29%2.75%2.94%Q2 2018Q3 202322
Weil Company, Inc. 22220.49%0.67%0.83%Q2 2018Q3 202322
Legacy Private Trust Co. 22220.31%0.72%1.78%Q2 2018Q3 202322
FIRST MERCHANTS CORP 22220.20%0.75%2.35%Q2 2018Q3 202322
Belpointe Asset Management LLC 22220.07%0.33%0.72%Q2 2018Q3 202322
UNITED CAPITAL FINANCIAL ADVISORS, LLC 22220.02%0.03%0.06%Q2 2018Q3 202322
Dakota Wealth Management 22220.07%0.12%0.40%Q2 2018Q3 202322
Shoker Investment Counsel, Inc. 22220.40%0.56%0.84%Q2 2018Q3 202322
FIFTH THIRD BANCORP 22220.00%0.00%0.01%Q2 2018Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.03%0.14%0.50%Q2 2018Q3 202322
Abbrea Capital, LLC 22220.10%0.80%1.96%Q2 2018Q3 202322
FineMark National Bank & Trust 22220.02%0.08%0.16%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.14%0.20%0.28%Q2 2018Q3 202322
Creative Planning 22220.04%0.05%0.08%Q2 2018Q3 202322
PARSONS CAPITAL MANAGEMENT INC/RI 22220.25%0.30%0.35%Q2 2018Q3 202322
Conservest Capital Advisors, Inc. 22220.18%0.24%0.35%Q2 2018Q3 202322
OGOREK ANTHONY JOSEPH /NY/ /ADV 22220.00%0.01%0.02%Q2 2018Q3 202322
NWAM LLC 22220.09%0.77%1.16%Q2 2018Q3 202322
NORTHERN TRUST CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
Csenge Advisory Group 22223.71%5.99%9.60%Q2 2018Q3 202322
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 22220.19%0.53%1.00%Q2 2018Q3 202322
LEVEL FOUR ADVISORY SERVICES, LLC 22220.05%0.19%1.16%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.03%0.03%0.04%Q2 2018Q3 202322
Dynamic Advisor Solutions LLC 22220.04%0.34%0.70%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 22220.08%0.10%0.13%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.03%0.06%0.15%Q2 2018Q3 202322
Baird Financial Group, Inc. 22220.04%0.15%0.27%Q2 2018Q3 202322
DAVENPORT & Co LLC 22220.06%0.08%0.11%Q2 2018Q3 202322
LINCOLN NATIONAL CORP 22220.01%0.12%0.23%Q2 2018Q3 202322
Stratos Wealth Partners, LTD. 22220.08%0.68%1.77%Q2 2018Q3 202322
Wealth Architects, LLC 22220.10%0.12%0.17%Q2 2018Q3 202322
Klingman & Associates, LLC 22220.08%0.16%0.24%Q2 2018Q3 202322
Allworth Financial LP 22220.00%0.01%0.06%Q2 2018Q3 202322
Bank of New York Mellon Corp 22220.00%0.01%0.12%Q2 2018Q3 202322
Trilogy Capital Inc. 22220.04%0.80%1.82%Q2 2018Q3 202322
AllSquare Wealth Management LLC 22220.44%0.63%0.85%Q2 2018Q3 202322
TIEDEMANN ADVISORS, LLC 22220.05%0.08%0.12%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.39%0.54%0.82%Q2 2018Q3 202322
Sheaff Brock Investment Advisors, LLC 22220.03%0.07%0.34%Q2 2018Q3 202322
Hanson & Doremus Investment Management 22220.00%0.01%0.02%Q2 2018Q3 202322
Clearstead Advisors, LLC 22220.08%0.18%0.28%Q2 2018Q3 202322
Bison Wealth, LLC 22220.48%1.26%2.18%Q2 2018Q3 202322
Parisi Gray Wealth Management 22220.60%0.73%0.96%Q2 2018Q3 202322
1832 Asset Management L.P. 22220.00%0.00%0.01%Q2 2018Q3 202322
Monument Capital Management 22220.72%1.71%2.64%Q2 2018Q3 202322
BRIGHTON JONES LLC 22220.05%0.07%0.09%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.54%0.96%1.38%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.05%0.13%0.22%Q2 2018Q3 202322
Annex Advisory Services, LLC 22220.03%2.61%8.37%Q2 2018Q3 202322
Ausdal Financial Partners, Inc. 22220.09%0.47%0.97%Q2 2018Q3 202322
Biondo Investment Advisors, LLC 22220.12%0.20%0.31%Q2 2018Q3 202322
Eldridge Investment Advisors, Inc. 22221.71%2.64%4.18%Q2 2018Q3 202322
WEALTHSOURCE PARTNERS, LLC 22220.04%0.24%0.88%Q2 2018Q3 202322
Bryn Mawr Capital Management, LLC 22220.40%2.28%5.14%Q2 2018Q3 202322
Blue Chip Partners, LLC 22220.09%0.23%0.87%Q2 2018Q3 202322
Jackson, Grant Investment Advisers, Inc. 22227.98%8.55%10.33%Q2 2018Q3 202322
West Oak Capital, LLC 22220.25%0.38%0.48%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.12%0.39%0.76%Q2 2018Q3 202322
DUMONT & BLAKE INVESTMENT ADVISORS LLC 22223.03%3.96%4.77%Q2 2018Q3 202322
New Potomac Partners, LLC 22220.10%0.35%0.88%Q2 2018Q3 202322
McIlrath & Eck, LLC 22220.00%0.02%0.07%Q2 2018Q3 202322
IHT Wealth Management, LLC 22220.16%0.37%0.63%Q2 2018Q3 202322
MORGAN STANLEY 22220.13%0.20%0.27%Q2 2018Q3 202322
LOWE BROCKENBROUGH & CO INC 22220.12%1.94%4.14%Q2 2018Q3 202322
MERIDIAN INVESTMENT COUNSEL INC. 22220.11%0.29%0.96%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.10%0.31%1.07%Q2 2018Q3 202322
Financial Advocates Investment Management 22220.44%0.80%1.77%Q2 2018Q3 202322
NewEdge Advisors, LLC 22220.22%0.49%0.95%Q2 2018Q3 202322
CULLEN/FROST BANKERS, INC. 22220.03%0.24%0.55%Q2 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.17%0.35%0.66%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.21%0.41%1.00%Q2 2018Q3 202322
MACROVIEW INVESTMENT MANAGEMENT LLC 22220.16%0.36%1.06%Q2 2018Q3 202322
OneDigital Investment Advisors LLC 22220.49%1.42%3.71%Q2 2018Q3 202322
Peterson Wealth Advisors, LLC 22220.16%0.38%0.84%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.11%0.29%0.48%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.21%0.55%1.13%Q2 2018Q3 202322
McAdam, LLC 22222.36%3.29%4.35%Q2 2018Q3 202322
ATWOOD & PALMER INC 22220.01%0.01%0.01%Q2 2018Q3 202322
Avior Wealth Management, LLC 22220.01%0.01%0.03%Q2 2018Q3 202322
Stelac Advisory Services LLC 22220.36%1.74%5.23%Q2 2018Q3 202322
FIRST NATIONAL BANK SIOUX FALLS 22220.56%1.22%2.16%Q2 2018Q3 202322
Beaton Management Co. Inc. 22220.79%0.88%0.97%Q2 2018Q3 202322
Dana Investment Advisors, Inc. 22220.08%0.15%0.25%Q2 2018Q3 202322
Tiller Private Wealth, Inc. 22220.59%7.28%19.23%Q2 2018Q3 202322
AdvisorNet Financial, Inc 22220.01%0.11%0.37%Q2 2018Q3 202322
Waverly Advisors, LLC 22220.06%0.71%3.06%Q2 2018Q3 202322
FCA CORP /TX 22221.31%1.67%2.06%Q2 2018Q3 202322
OPPENHEIMER & CO INC 22220.09%0.13%0.20%Q2 2018Q3 202322
KEYBANK NATIONAL ASSOCIATION/OH 22220.01%1.51%3.22%Q2 2018Q3 202322
GFS Advisors, LLC 22220.10%0.27%0.59%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.01%0.06%0.20%Q2 2018Q3 202322
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 22227.89%9.19%9.96%Q2 2018Q3 202322
Carnegie Capital Asset Management, LLC 22220.10%0.17%0.32%Q2 2018Q3 202322
Evercore Wealth Management, LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.04%0.07%0.14%Q2 2018Q3 202322
Segment Wealth Management, LLC 22220.04%0.05%0.07%Q2 2018Q3 202322
America First Investment Advisors, LLC 22220.07%0.09%0.13%Q2 2018Q3 202322
Parallel Advisors, LLC 22220.02%0.34%1.95%Q2 2018Q3 202322
LEAVELL INVESTMENT MANAGEMENT, INC. 22220.22%0.38%0.52%Q2 2018Q3 202322
Ironwood Financial, llc 22220.03%0.24%0.62%Q2 2018Q3 202322
First PREMIER Bank 22220.00%0.34%0.54%Q2 2018Q3 202322
SYNOVUS FINANCIAL CORP 22220.00%0.04%0.77%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.03%0.06%0.10%Q2 2018Q3 202322
WHITTIER TRUST CO 22220.00%0.01%0.02%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.06%0.21%0.44%Q2 2018Q3 202322
Haverford Trust Co 22220.13%0.16%0.25%Q2 2018Q3 202322
Gs Investments, Inc. 22220.13%0.23%0.71%Q2 2018Q3 202322
MARK SHEPTOFF FINANCIAL PLANNING, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
Triangle Securities Wealth Management 22220.37%0.48%0.69%Q2 2018Q3 202322
Port Capital LLC 22220.69%1.22%2.32%Q2 2018Q3 202322
SHUFRO ROSE & CO LLC 22220.08%4.37%6.89%Q2 2018Q3 202322
BlackRock Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
L. Roy Papp & Associates, LLP 22220.24%0.76%0.94%Q2 2018Q3 202322
Perigon Wealth Management, LLC 2110.19%0.37%0.49%Q3 2011Q3 202322
MONTAG A & ASSOCIATES INC 22220.62%0.88%1.44%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.17%0.26%0.30%Q2 2018Q3 202322
Gradient Investments LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
FMR LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Regal Wealth Group, Inc. 22220.24%1.43%6.00%Q2 2018Q3 202322
Invesco Ltd. 22220.01%0.07%0.17%Q2 2018Q3 202322
Aspen Investment Management Inc 22220.72%2.56%4.63%Q2 2018Q3 202322
PINNACLE ASSOCIATES LTD 22220.09%0.20%0.31%Q2 2018Q3 202322
Cetera Advisors LLC 22220.49%1.57%3.64%Q2 2018Q3 202322
Meridian Wealth Management, LLC 22220.10%0.28%0.54%Q2 2018Q3 202322
Caprock Group, LLC 22220.19%0.28%0.40%Q2 2018Q3 202322
Simplicity Solutions, LLC 22220.03%0.33%0.92%Q2 2018Q3 202322
Gateway Advisory, LLC 22220.04%1.06%5.51%Q2 2018Q3 202322
CIBC WORLD MARKET INC. 22220.01%0.03%0.06%Q2 2018Q3 202322
DEUTSCHE BANK AG\ 22220.00%0.01%0.02%Q2 2018Q3 202322
Argent Trust Co 22220.05%0.08%0.10%Q2 2018Q3 202322
FIRST TRUST ADVISORS LP 22220.00%0.00%0.01%Q2 2018Q3 202322
Wealthcare Advisory Partners LLC 22220.06%0.44%1.55%Q2 2018Q3 202322
SIGNATUREFD, LLC 22220.00%0.02%0.03%Q2 2018Q3 202322
DeDora Capital, Inc. 22222.90%9.83%21.44%Q2 2018Q3 202322
PITTENGER & ANDERSON INC 22220.02%0.41%1.12%Q2 2018Q3 202322
Kovack Advisors, Inc. 22220.11%0.17%0.25%Q2 2018Q3 202322
LBMC INVESTMENT ADVISORS, LLC 222218.70%20.05%20.86%Q2 2018Q3 202322
Financial Advisory Group 22220.72%1.03%1.23%Q2 2018Q3 202322
AE Wealth Management LLC 22220.02%0.34%1.19%Q2 2018Q3 202322
IFP Advisors, Inc 1710.21%0.49%1.00%Q1 2016Q3 202322
TRUST CO OF VERMONT 22220.01%0.03%0.08%Q2 2018Q3 202322
Sandy Spring Bank 22220.04%0.05%0.07%Q2 2018Q3 202322
GENERAL AMERICAN INVESTORS CO INC 22220.26%0.34%0.39%Q2 2018Q3 202322
Smithfield Trust Co 22220.02%0.04%0.06%Q2 2018Q3 202322
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22220.09%0.42%0.81%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.25%0.38%0.57%Q2 2018Q3 202322
LPL Financial LLC 22220.17%0.30%0.44%Q2 2018Q3 202322
Valmark Advisers, Inc. 22220.01%0.01%0.01%Q2 2018Q3 202322
Baltimore-Washington Financial Advisors, Inc. 22221.30%1.85%3.75%Q2 2018Q3 202322
NTV ASSET MANAGEMENT LLC 22221.89%2.56%3.12%Q2 2018Q3 202322
STEPHENS INC /AR/ 22220.08%0.27%0.66%Q2 2018Q3 202322
Sharkey, Howes & Javer 22220.17%4.27%21.50%Q2 2018Q3 202322
Global Retirement Partners, LLC 22220.05%0.15%0.60%Q2 2018Q3 202322
New England Private Wealth Advisors LLC 22220.68%2.53%4.48%Q2 2018Q3 202322
Dorsey & Whitney Trust CO LLC 22220.25%0.46%0.87%Q2 2018Q3 202322
FIRST NATIONAL BANK OF OMAHA 22220.02%0.04%0.06%Q2 2018Q3 202322
REDW Wealth LLC 22222.34%3.41%5.80%Q2 2018Q3 202322
Sigma Planning Corp 22220.15%0.33%0.85%Q2 2018Q3 202322
Valeo Financial Advisors, LLC 22220.08%2.23%5.24%Q2 2018Q3 202322
Peak Asset Management, LLC 22220.50%0.85%1.72%Q2 2018Q3 202322
WealthShield Partners, LLC 22220.23%1.03%3.06%Q2 2018Q3 202322
StrategIQ Financial Group, LLC 22220.06%0.08%0.12%Q2 2018Q3 202322
Roundview Capital LLC 22220.17%0.51%0.88%Q2 2018Q3 202322
Well Done, LLC 22220.56%0.90%1.43%Q2 2018Q3 202322
Good Life Advisors, LLC 22220.10%0.14%0.17%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.07%0.13%0.20%Q2 2018Q3 202322
PATTEN & PATTEN INC/TN 22220.04%0.07%0.16%Q2 2018Q3 202322
Versant Capital Management, Inc 22220.02%0.02%0.04%Q3 2018Q4 202322
FULTON BREAKEFIELD BROENNIMAN LLC 22220.36%0.53%0.83%Q2 2018Q3 202322
SHEETS SMITH WEALTH MANAGEMENT 22220.30%0.49%0.77%Q2 2018Q3 202322
Perkins Coie Trust Co 22220.15%0.50%0.64%Q2 2018Q3 202322
Godshalk Welsh Capital Management, Inc. 22220.35%1.04%1.58%Q2 2018Q3 202322
MARCO INVESTMENT MANAGEMENT LLC 22220.17%0.21%0.26%Q2 2018Q3 202322
ADVISORY RESEARCH INC 22220.05%0.40%1.97%Q2 2018Q3 202322
First Horizon Advisors, Inc. 22220.14%1.65%3.46%Q2 2018Q3 202322
Tortoise Investment Management, LLC 22220.04%0.05%0.06%Q2 2018Q3 202322
KCM INVESTMENT ADVISORS LLC 22220.03%0.04%0.05%Q2 2018Q3 202322
BURNS J W & CO INC/NY 22220.26%0.34%0.63%Q2 2018Q3 202322
Crossmark Global Holdings, Inc. 22220.02%0.03%0.10%Q2 2018Q3 202322
B. Riley Wealth Advisors, Inc. 22220.06%0.16%0.32%Q2 2018Q3 202322
Prospera Financial Services Inc 22220.21%0.56%2.73%Q2 2018Q3 202322
CHAI TRUST CO LLC 22220.29%2.90%5.99%Q2 2018Q3 202322
D.A. DAVIDSON & CO. 22220.03%0.12%0.22%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.13%0.79%Q2 2018Q3 202322
Pinnacle Wealth Management Advisory Group, LLC 22220.51%1.19%2.06%Q2 2018Q3 202322
Arete Wealth Advisors, LLC 22220.04%3.04%8.26%Q2 2018Q3 202322
SPC Financial, Inc. 22220.70%10.10%16.62%Q2 2018Q3 202322
BROWN ADVISORY INC 22220.00%0.09%0.24%Q2 2018Q3 202322
High Falls Advisors, Inc 1290.07%2.21%6.50%Q2 2018Q3 202321
FOUNDERS FINANCIAL SECURITIES LLC 21210.30%1.24%6.05%Q3 2018Q3 202321
Glenview Trust Co 1290.01%0.02%0.04%Q2 2018Q3 202321
Merriman Wealth Management, LLC 1830.02%0.07%0.20%Q2 2018Q3 202321
EQUITABLE TRUST CO 1920.05%0.26%1.22%Q2 2018Q3 202321
Intercontinental Wealth Advisors, LLC 21210.10%0.32%0.49%Q2 2018Q2 202321
REGIONS FINANCIAL CORP 21210.01%0.01%0.02%Q3 2018Q3 202321
HM PAYSON & CO 1920.06%0.09%0.26%Q2 2018Q3 202321
CreativeOne Wealth, LLC 1380.03%0.07%0.12%Q2 2018Q3 202321
CENTRAL TRUST Co 21210.68%1.16%2.32%Q3 2018Q3 202321
WEBSTER BANK, N. A. 21210.00%0.00%0.01%Q3 2018Q3 202321
Gerber Kawasaki Wealth & Investment Management 21210.04%0.12%0.22%Q3 2018Q3 202321
WEDBUSH SECURITIES INC 1290.02%0.04%0.08%Q2 2018Q3 202321
M&T BANK CORP 1560.01%0.01%0.02%Q2 2018Q3 202321
Snowden Capital Advisors LLC 1380.11%0.17%0.36%Q2 2018Q3 202321
Keystone Financial Group 1920.52%1.33%2.01%Q2 2018Q3 202321
FAS Wealth Partners, Inc. 21210.10%3.04%7.32%Q3 2018Q3 202321
First Command Bank 21210.02%0.35%3.86%Q2 2018Q2 202321
Harel Insurance Investments & Financial Services Ltd. 1380.00%0.18%0.96%Q2 2018Q3 202321
Shepherd Financial Partners LLC 1290.05%0.63%3.92%Q2 2018Q3 202321
FLPUTNAM INVESTMENT MANAGEMENT CO 1920.61%0.95%1.87%Q2 2018Q3 202321
Ironsides Asset Advisors, LLC 1471.15%2.74%3.77%Q2 2018Q3 202321
Kingsview Wealth Management, LLC 1560.02%0.16%0.80%Q2 2018Q3 202321
SCOTIA CAPITAL INC. 21210.02%0.04%0.06%Q3 2018Q3 202321
PFG Advisors 21210.17%0.29%0.51%Q3 2018Q3 202321
Bedel Financial Consulting, Inc. 21210.01%0.07%0.11%Q2 2018Q2 202321
First Command Financial Services, Inc. 21210.01%0.44%3.86%Q2 2018Q2 202321
Sequoia Financial Advisors, LLC 1650.40%1.24%2.49%Q2 2018Q3 202321
Lowe Wealth Advisors, LLC 21210.00%0.01%0.04%Q4 2018Q4 202321
HT Partners LLC 1470.10%0.12%0.23%Q2 2018Q3 202321
Kistler-Tiffany Companies, LLC 21210.32%0.60%0.83%Q2 2018Q2 202321
SMITH SHELLNUT WILSON LLC /ADV 21210.26%0.46%0.78%Q3 2018Q3 202321
TRUIST FINANCIAL CORP 1610.00%0.65%1.92%Q3 2018Q3 202321
CIBC Private Wealth Group, LLC 1380.00%0.00%0.01%Q2 2018Q3 202321
MGO ONE SEVEN LLC 21210.13%0.58%1.20%Q3 2018Q3 202321
Koshinski Asset Management, Inc. 1650.11%0.44%0.82%Q2 2018Q3 202321
WINTRUST INVESTMENTS LLC 11100.26%0.57%1.74%Q2 2018Q3 202321
GLENMEDE TRUST CO NA 21210.06%0.30%0.51%Q3 2018Q3 202321
DAVIS R M INC 2010.04%0.05%0.06%Q2 2018Q3 202321
CWM, LLC 1380.02%0.11%0.68%Q2 2018Q3 202321
MAI Capital Management 1470.01%0.09%0.62%Q2 2018Q3 202321
HENGEHOLD CAPITAL MANAGEMENT LLC 1920.05%2.94%11.70%Q2 2018Q3 202321
Salomon & Ludwin, LLC 1180.01%0.11%0.25%Q4 2018Q3 202321
FIRST UNITED BANK & TRUST 1290.10%0.99%2.08%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.24%0.66%Q3 2018Q3 202321
Founders Capital Management 1380.28%0.51%0.96%Q2 2018Q4 202321
BOKF, NA 1290.04%0.04%0.06%Q2 2018Q3 202321
BDO Wealth Advisors, LLC 21210.04%2.01%5.51%Q2 2018Q2 202321
Savant Capital, LLC 21210.02%0.08%0.23%Q3 2018Q3 202321
Stockman Wealth Management, Inc. 21210.06%0.57%1.14%Q2 2018Q2 202321
Parkside Financial Bank & Trust 21210.00%0.00%0.03%Q3 2018Q3 202321
Heritage Wealth Advisors 21210.10%3.68%13.83%Q3 2018Q3 202321
Capital Asset Advisory Services LLC 1830.05%0.64%2.20%Q2 2018Q3 202321
BANK OF MONTREAL /CAN/ 1920.00%0.02%0.12%Q2 2018Q3 202321
CRA Financial Services, LLC 20200.28%0.47%0.78%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.01%0.15%0.39%Q4 2018Q3 202320
Brendel Financial Advisors LLC 20200.25%0.47%1.37%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.70%1.59%2.46%Q4 2018Q3 202320
Compton Wealth Advisory Group, LLC 20200.86%2.19%4.31%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20204.12%5.82%9.14%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.06%0.17%0.57%Q4 2018Q3 202320
CREDIT SUISSE AG/ 1420.00%0.00%0.01%Q2 2018Q3 202320
TrinityPoint Wealth, LLC 20200.09%0.18%0.52%Q4 2018Q3 202320
Arkos Global Advisors 20200.54%1.13%2.25%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.20%0.26%0.34%Q4 2018Q3 202320
Outlook Wealth Advisors, LLC 20200.90%2.08%4.74%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Financial Architects, Inc 1641.50%2.27%3.63%Q2 2018Q2 202320
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 20201.20%4.59%11.87%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20201.34%2.34%3.80%Q4 2018Q3 202320
SEGALL BRYANT & HAMILL, LLC 1210.05%0.06%0.08%Q2 2018Q3 202320
Horizon Investments, LLC 1190.12%3.66%8.35%Q3 2018Q3 202320
Connecticut Wealth Management, LLC 1030.12%0.28%0.46%Q2 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.12%0.32%0.97%Q4 2018Q3 202320
JSF Financial, LLC 20200.12%0.20%0.29%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.10%0.56%2.41%Q4 2018Q3 202320
CARRET ASSET MANAGEMENT, LLC 20200.06%0.09%0.14%Q4 2018Q3 202320
PINNACLE FINANCIAL PARTNERS INC 20200.02%0.08%0.13%Q4 2018Q3 202320
KANAWHA CAPITAL MANAGEMENT LLC 1420.02%0.03%0.03%Q2 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.08%0.24%0.34%Q4 2018Q3 202320
RVW Wealth, LLC 20200.73%0.89%1.29%Q1 2019Q4 202320
DFPG INVESTMENTS, LLC 20200.21%0.93%2.19%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.20%0.99%2.91%Q4 2018Q3 202320
HBK Sorce Advisory LLC 20200.02%0.08%0.13%Q4 2018Q3 202320
Institute for Wealth Management, LLC. 20200.11%0.14%0.23%Q4 2018Q3 202320
Archer Investment Corp 20200.65%2.17%8.49%Q4 2018Q3 202320
Virtue Capital Management, LLC 1910.46%5.23%9.52%Q3 2018Q3 202320
COMERICA BANK 1910.02%0.07%0.18%Q2 2018Q3 202320
Cornerstone Wealth Management, LLC 1610.10%0.15%0.29%Q2 2018Q3 202320
PFS INVESTMENTS INC. 20200.14%1.74%6.30%Q3 2018Q2 202320
Bay Harbor Wealth Management, LLC 20200.00%0.27%0.96%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20200.21%0.38%0.59%Q4 2018Q3 202320
MANCHESTER FINANCIAL INC 20200.12%7.78%13.68%Q4 2018Q3 202320
Mariner, LLC 1550.01%0.07%0.16%Q2 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.27%1.08%5.06%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20209.23%12.81%16.64%Q4 2018Q3 202320
V Wealth Advisors LLC 1190.10%1.16%3.27%Q2 2018Q2 202320
Capital Investment Advisory Services, LLC 20200.02%2.16%5.50%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.09%0.17%Q4 2018Q3 202320
Darwin Wealth Management, LLC 1190.07%0.84%2.13%Q2 2018Q3 202320
Aspire Private Capital, LLC 20200.02%0.51%1.53%Q4 2018Q3 202320
WESCAP Management Group, Inc. 20207.33%9.17%10.31%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.20%0.26%0.37%Q4 2018Q3 202320
Carmichael Hill & Associates, Inc. 20201.40%1.71%1.99%Q4 2018Q3 202320
MinichMacGregor Wealth Management, LLC 1421.26%4.95%9.91%Q2 2018Q3 202320
Aptus Capital Advisors, LLC 19190.01%0.27%1.22%Q1 2019Q3 202320
EP Wealth Advisors, LLC 19190.01%0.15%0.39%Q1 2019Q3 202319
Lido Advisors, LLC 1270.01%0.06%0.13%Q2 2018Q3 202319
Western Wealth Management, LLC 1180.07%0.47%2.81%Q4 2018Q3 202319
Tennessee Valley Asset Management Partners 1090.21%0.30%0.56%Q4 2018Q3 202319
Cresset Asset Management, LLC 1720.01%0.12%1.47%Q4 2018Q3 202319
Hudock, Inc. 1810.00%0.01%0.05%Q2 2018Q1 202319
Veritable, L.P. 1270.01%0.02%0.02%Q2 2018Q2 202319
TSFG, LLC 19190.04%0.14%0.51%Q1 2019Q3 202319
Pinnacle Bancorp, Inc. 1360.01%0.80%4.23%Q4 2018Q3 202319
Horan Securities, Inc. 760.01%0.08%0.28%Q2 2018Q2 202319
Strategic Investment Advisors / MI 1810.09%1.21%3.47%Q4 2018Q3 202319
Patten Group, Inc. 1270.06%0.17%0.41%Q2 2018Q3 202319
Black Diamond Financial, LLC 1180.18%0.25%0.37%Q4 2018Q3 202319
FIRST FOUNDATION ADVISORS 1450.01%0.04%0.27%Q4 2018Q3 202319
Astor Investment Management LLC 933.19%6.62%13.14%Q2 2018Q3 202319
FIRST MANHATTAN CO. LLC. 19190.00%0.01%0.09%Q1 2019Q3 202319
Tidal Investments LLC 19190.01%0.11%0.44%Q1 2019Q3 202319
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1720.20%0.38%0.53%Q2 2018Q3 202319
Elmwood Wealth Management, Inc. 820.36%0.66%1.26%Q2 2018Q3 202319
Patriot Financial Group Insurance Agency, LLC 1630.01%0.13%0.32%Q3 2018Q3 202319
Marquette Asset Management, LLC 19190.01%0.02%0.06%Q1 2019Q3 202319
Transamerica Financial Advisors, Inc. 1510.04%0.51%1.74%Q2 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.04%0.08%Q1 2019Q3 202319
RFG Advisory, LLC 1110.01%0.84%14.29%Q2 2018Q3 202319
SAGE RHINO CAPITAL LLC 19194.30%5.85%9.26%Q1 2019Q3 202319
Gratus Capital, LLC 19190.05%0.08%0.10%Q2 2018Q4 202219
BRIDGES INVESTMENT MANAGEMENT INC 19190.02%0.03%0.03%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.15%0.18%0.27%Q1 2019Q3 202319
RDA Financial Network 19190.62%2.86%6.69%Q1 2019Q3 202319
Weiss Multi-Strategy Advisers LLC 1270.01%0.32%1.37%Q2 2018Q3 202319
MOTCO 19190.01%0.01%0.01%Q2 2018Q4 202219
Baker Ellis Asset Management LLC 19190.47%0.75%1.55%Q1 2019Q3 202319
Old Port Advisors 1810.24%0.50%0.83%Q4 2018Q3 202319
Estate Counselors, LLC 19190.28%2.98%6.41%Q1 2019Q3 202319
Busey Bank 19190.04%0.05%0.08%Q2 2018Q4 202219
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
Legend Financial Advisors, Inc. 1090.12%0.23%0.43%Q4 2018Q3 202319
TRUSTCORE FINANCIAL SERVICES, LLC 19190.00%0.80%3.10%Q2 2018Q4 202219
JT Stratford LLC 1170.18%0.76%1.88%Q2 2018Q2 202318
Cerity Partners LLC 1170.01%0.18%0.62%Q2 2018Q3 202318
Edge Capital Group, LLC 1260.10%0.17%0.28%Q4 2018Q3 202318
SCHNIEDERS CAPITAL MANAGEMENT LLC 1440.09%0.11%0.14%Q1 2019Q3 202318
Sage Capital Advisors,llc 1170.11%0.21%0.76%Q2 2018Q4 202218
Delta Investment Management, LLC 18180.52%1.48%7.66%Q2 2019Q3 202318
Ashfield Capital Partners, LLC 18180.16%0.31%0.55%Q2 2018Q3 202218
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.21%0.37%0.71%Q1 2019Q3 202318
Weaver Consulting Group 1170.02%0.19%0.32%Q1 2019Q3 202318
SVB WEALTH LLC 18180.02%0.04%0.07%Q2 2019Q3 202318
First Heartland Consultants, Inc. 1350.04%0.11%0.23%Q2 2018Q3 202318
COLONY GROUP LLC 18180.02%0.49%0.95%Q2 2019Q3 202318
Tower Research Capital LLC (TRC) 940.00%0.07%0.61%Q2 2018Q3 202318
Choate Investment Advisors 18181.60%11.97%26.11%Q2 2019Q3 202318
SUMMIT FINANCIAL GROUP, INC. 18181.49%2.30%2.95%Q2 2019Q3 202318
Tranquility Partners, LLC 18180.32%0.95%1.44%Q2 2019Q3 202318
American Portfolios Advisors 18180.34%0.55%1.15%Q2 2018Q3 202218
Johnson Financial Group, Inc. 18180.01%0.01%0.02%Q2 2019Q3 202318
VICUS CAPITAL 1170.03%1.70%3.37%Q2 2018Q3 202318
Semmax Financial Advisors Inc. 1710.06%0.14%0.71%Q4 2018Q3 202318
UMB Bank, n.a. 1080.01%0.02%0.03%Q2 2018Q3 202318
ROPES WEALTH ADVISORS LLC 1260.04%0.08%0.13%Q2 2018Q3 202318
DOWLING & YAHNKE LLC 18180.03%0.04%0.05%Q2 2018Q3 202218
Brown Advisory Securities, LLC 18180.76%1.30%2.11%Q2 2018Q3 202218
COLTON GROOME FINANCIAL ADVISORS, LLC 18181.15%3.40%6.65%Q2 2019Q3 202318
FLAGSHIP HARBOR ADVISORS, LLC 1030.02%0.04%0.14%Q2 2018Q3 202318
MUFG Americas Holdings Corp 18180.04%0.05%0.08%Q2 2018Q3 202218
Garner Asset Management Corp 1350.48%0.81%1.10%Q2 2018Q3 202318
QUADRANT CAPITAL GROUP LLC 1160.00%0.01%0.06%Q2 2018Q3 202317
Clarus Wealth Advisors 1340.03%3.11%9.37%Q3 2018Q2 202317
Laurel Wealth Advisors, Inc. 17170.10%0.19%0.43%Q4 2018Q4 202217
Kovitz Investment Group Partners, LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
Avidian Wealth Solutions, LLC 17170.10%0.19%0.27%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.05%0.06%0.10%Q3 2019Q3 202317
Quad-Cities Investment Group, LLC 1160.03%0.70%2.40%Q2 2018Q3 202317
1834 INVESTMENT ADVISORS CO 17170.00%0.00%0.00%Q2 2018Q2 202217
ATLAS CAPITAL ADVISORS LLC 1250.01%0.06%0.26%Q2 2019Q3 202317
NATIXIS 1340.01%0.03%0.11%Q1 2019Q3 202317
Heritage Trust Co 1430.03%0.39%0.60%Q2 2018Q3 202317
Diversified Trust Co 1160.01%0.05%0.09%Q2 2018Q4 202317
Modus Advisors, LLC 17170.35%1.59%1.91%Q4 2019Q4 202317
TWIN FOCUS CAPITAL PARTNERS, LLC 1250.06%0.09%0.18%Q4 2018Q1 202317
JOHNSON INVESTMENT COUNSEL INC 17170.00%0.01%0.01%Q3 2019Q3 202317
MEITAV INVESTMENT HOUSE LTD 1520.01%1.00%2.23%Q2 2018Q3 202317
Baker Avenue Asset Management, LP 17170.03%1.65%3.78%Q3 2019Q3 202317
Acropolis Investment Management, LLC 17170.02%0.02%0.03%Q3 2019Q3 202317
REGENTATLANTIC CAPITAL LLC 17170.05%0.07%0.10%Q3 2018Q3 202217
Alpha Omega Wealth Management LLC 17170.28%0.41%0.49%Q3 2019Q3 202317
CAHILL FINANCIAL ADVISORS INC 17170.45%0.61%0.87%Q3 2019Q3 202317
D'Orazio & Associates, Inc. 17170.08%0.14%0.21%Q2 2018Q2 202217
RITHOLTZ WEALTH MANAGEMENT 1110.01%0.03%0.06%Q2 2018Q3 202317
Meridian Wealth Advisors, LLC 1210.06%0.20%1.78%Q4 2018Q3 202316
Hilltop Holdings Inc. 16160.04%0.30%0.94%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.03%0.27%0.48%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.01%0.03%0.16%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.06%0.09%0.14%Q4 2019Q3 202316
MONETA GROUP INVESTMENT ADVISORS LLC 1510.01%0.04%0.07%Q2 2018Q3 202316
TWO SIGMA SECURITIES, LLC 1210.00%0.03%0.07%Q2 2018Q1 202316
Vigilant Capital Management, LLC 1150.00%0.03%0.21%Q1 2019Q2 202316
Cambridge Financial Group, Inc. 610.00%0.48%4.67%Q3 2018Q3 202316
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1120.01%0.06%0.25%Q2 2018Q3 202316
Sugarloaf Wealth Management, LLC 16160.18%1.67%3.18%Q4 2019Q3 202316
BRADLEY FOSTER & SARGENT INC/CT 1310.01%0.06%0.15%Q2 2018Q3 202316
B. Riley Wealth Management, Inc. 16160.01%0.49%1.11%Q3 2018Q2 202216
Windsor Wealth Management, Inc. 1240.04%0.33%1.01%Q2 2019Q3 202316
Keebeck Wealth Management, LLC 16160.18%1.31%2.34%Q4 2019Q3 202316
Sowell Financial Services LLC 1110.05%0.29%1.38%Q2 2018Q2 202316
Samalin Investment Counsel, LLC 16160.40%0.50%0.63%Q4 2019Q3 202316
HIGHLAND CAPITAL MANAGEMENT, LLC 1420.06%0.15%0.25%Q3 2019Q3 202316
Aft, Forsyth & Sober, LLC 16160.96%6.91%9.29%Q4 2019Q3 202316
BRANDYWINE OAK PRIVATE WEALTH LLC 1510.03%0.09%0.13%Q4 2018Q3 202316
AFT, FORSYTH & COMPANY, INC. 1330.15%0.18%0.22%Q2 2019Q3 202316
ARGI Investment Services, LLC 1420.22%1.40%2.99%Q2 2018Q4 202216
WMS Partners, LLC 16160.06%0.80%3.34%Q4 2019Q3 202316
Alpha Cubed Investments, LLC 1510.03%0.12%0.16%Q2 2018Q3 202316
Transform Wealth, LLC 16160.06%0.10%0.21%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.45%0.57%0.64%Q4 2019Q3 202316
Ellis Investment Partners, LLC 1420.03%0.04%0.06%Q2 2019Q2 202316
TCI Wealth Advisors, Inc. 1510.00%0.01%0.02%Q4 2018Q1 202316
Sepio Capital, LP 1330.03%0.29%2.22%Q3 2019Q3 202316
BESSEMER GROUP INC 1420.00%0.00%0.00%Q3 2018Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.04%0.14%0.42%Q4 2019Q3 202316
Sound Income Strategies, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
PIN OAK INVESTMENT ADVISORS INC 1240.02%0.21%0.43%Q2 2018Q3 202316
Capital Advisory Group Advisory Services, LLC 1420.08%2.42%5.33%Q2 2018Q2 202216
Summit Trail Advisors, LLC 1210.03%1.25%2.62%Q2 2018Q3 202316
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1310.01%0.02%0.02%Q2 2018Q3 202316
Arkadios Wealth Advisors 16160.17%0.30%0.65%Q4 2019Q3 202316
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 1330.12%0.24%1.39%Q3 2018Q3 202316
First National Bank of South Miami 1240.25%0.37%0.46%Q4 2018Q1 202316
People's United Financial, Inc. 16160.06%0.14%0.17%Q2 2018Q1 202216
Maltin Wealth Management, Inc. 16160.99%1.44%2.22%Q4 2019Q3 202316
XML Financial, LLC 16160.07%0.16%0.37%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.68%0.94%1.13%Q4 2019Q3 202316
Essex Private Wealth Management, LLC 16160.56%2.54%3.79%Q4 2019Q3 202316
Mechanics Bank Trust Department 1240.04%0.08%0.24%Q3 2019Q3 202316
Capital Wealth Alliance, LLC 16160.26%0.96%1.70%Q4 2019Q3 202316
IFG Advisory, LLC 1150.04%0.41%1.03%Q2 2018Q3 202316
American Institute for Advanced Investment Management, LLP 16161.06%1.30%2.27%Q4 2019Q3 202316
Jefferies Group LLC 970.02%0.06%0.10%Q2 2018Q3 202216
Element Wealth, LLC 16160.03%0.09%0.11%Q4 2019Q3 202316
GeoWealth Management, LLC 1420.00%0.67%3.32%Q3 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.02%0.05%Q4 2020Q3 202316
Venture Visionary Partners LLC 16160.24%2.11%4.77%Q4 2019Q3 202316
R. W. Roge & Company, Inc. 16160.38%0.71%2.47%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.66%0.95%1.20%Q4 2019Q3 202316
AlphaCore Capital LLC 16166.32%12.66%16.20%Q4 2019Q3 202316
Private Capital Group, LLC 16160.01%0.02%0.04%Q2 2018Q1 202216
Integrated Advisors Network LLC 16160.04%0.09%0.35%Q4 2019Q3 202316
Carroll Financial Associates, Inc. 15150.02%0.43%0.75%Q2 2018Q4 202115
Brookstone Capital Management 1230.01%0.06%0.29%Q2 2019Q3 202315
Disciplined Investments, LLC 15150.10%0.24%0.36%Q4 2019Q2 202315
Eudaimonia Partners, LLC 870.07%0.18%0.35%Q4 2019Q3 202315
LYELL WEALTH MANAGEMENT, LP 1320.04%0.25%0.62%Q4 2019Q3 202315
Asio Capital, LLC 1410.07%0.10%0.15%Q4 2019Q3 202315
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1050.66%1.06%1.40%Q4 2019Q3 202315
CapWealth Advisors, LLC 15150.02%0.16%0.43%Q1 2020Q3 202315
Integrated Investment Consultants, LLC 510.06%0.08%0.11%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.16%0.28%0.35%Q1 2020Q3 202315
Bouchey Financial Group Ltd 15150.34%0.45%0.54%Q1 2020Q3 202315
Essex Savings Bank 1230.09%0.10%0.15%Q4 2018Q3 202315
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1320.02%0.04%0.06%Q3 2019Q3 202315
Gladstone Institutional Advisory LLC 1050.05%0.86%2.39%Q4 2018Q3 202315
NEXT Financial Group, Inc 15150.04%0.11%0.24%Q2 2018Q4 202115
360 Financial, Inc. 15151.03%2.18%12.76%Q4 2019Q2 202315
Beacon Pointe Advisors, LLC 15150.12%0.28%0.85%Q1 2020Q3 202315
Aveo Capital Partners, LLC 1410.09%0.20%0.53%Q2 2019Q3 202315
Bruderman Asset Management, LLC 1230.37%0.66%0.89%Q2 2018Q1 202215
COMMERCE BANK 730.00%0.00%0.01%Q2 2018Q3 202315
FIRST MIDWEST BANK TRUST DIVISION 15150.16%0.22%0.28%Q2 2018Q4 202115
Firestone Capital Management 1320.58%1.12%1.70%Q4 2019Q3 202315
J. W. Coons Advisors, LLC 15150.14%0.20%0.25%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 1320.08%0.39%0.73%Q4 2019Q3 202315
Retirement Group, LLC 1410.01%0.04%0.18%Q4 2019Q3 202315
ASSETMARK, INC 15150.00%0.01%0.02%Q1 2020Q3 202315
ASPIRIANT, LLC 810.01%0.20%0.50%Q4 2018Q3 202315
Integrated Wealth Concepts LLC 1410.02%0.11%0.31%Q2 2019Q3 202315
WASHINGTON TRUST Co 15150.00%0.00%0.01%Q1 2020Q3 202315
Mosaic Family Wealth, LLC 15150.11%0.26%0.41%Q2 2018Q4 202115
BOK Financial Private Wealth, Inc. 15150.21%0.51%1.78%Q1 2020Q3 202315
MCIA Inc 960.12%13.77%37.57%Q2 2018Q1 202315
SIMPLEX TRADING, LLC 610.00%0.00%0.01%Q3 2018Q3 202315
PATHSTONE FAMILY OFFICE, LLC 15150.08%0.37%0.90%Q1 2020Q3 202315
Country Club Trust Company, n.a. 15150.04%0.12%0.18%Q2 2018Q4 202115
PrairieView Partners, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
Strategic Wealth Partners Group, LLC 960.47%0.54%0.74%Q4 2019Q3 202315
Wellspring Financial Advisors, LLC 15151.31%1.81%2.44%Q1 2020Q3 202315
Trellis Advisors, LLC 15150.39%0.54%0.58%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 720.00%0.02%0.07%Q2 2018Q3 202315
STRATEGY ASSET MANAGERS LLC 15150.18%0.36%0.64%Q1 2020Q3 202315
Avion Wealth 15150.01%0.01%0.02%Q1 2020Q3 202315
TIAA, FSB 1140.01%0.01%0.02%Q2 2018Q2 202315
VALLEY NATIONAL ADVISERS INC 870.00%0.01%0.03%Q4 2018Q3 202315
Silicon Hills Wealth Management, LLC 15151.98%4.85%7.99%Q4 2019Q2 202315
L & S Advisors Inc 14140.17%0.18%0.24%Q2 2018Q3 202114
PACIFIC SUN FINANCIAL CORP 610.21%0.24%0.28%Q2 2018Q2 202314
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1130.04%0.10%0.22%Q4 2019Q2 202314
Nelson Capital Management, LLC 14140.04%0.13%0.34%Q4 2018Q1 202214
SFMG, LLC 14140.04%0.57%2.35%Q2 2020Q3 202314
Hochman Cole Investment Advisors, Inc. 14141.73%2.21%2.68%Q2 2018Q3 202114
Destination Wealth Management 1310.00%0.01%0.01%Q3 2018Q3 202314
Acorn Wealth Advisors, LLC 14140.95%1.50%1.76%Q2 2020Q3 202314
Courage Miller Partners, LLC 14140.29%1.33%2.49%Q2 2020Q3 202314
DIVIDEND ASSETS CAPITAL, LLC 1220.01%0.01%0.03%Q2 2018Q3 202314
Alexandria Capital, LLC 14140.10%0.14%0.18%Q2 2018Q3 202114
SMITH, MOORE & CO. 14140.59%0.86%1.53%Q2 2020Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.01%0.01%0.02%Q4 2018Q3 202214
Column Capital Advisors, LLC 14140.00%0.01%0.14%Q2 2020Q3 202314
Renaissance Technologies 510.00%0.00%0.01%Q2 2018Q3 202314
Wealthspire Advisors, LLC 1210.01%0.04%0.08%Q4 2018Q3 202314
Newport Wealth Strategies, Inc. 14140.52%1.26%2.54%Q2 2018Q3 202114
CALTON & ASSOCIATES, INC. 620.06%0.49%0.95%Q2 2018Q1 202314
FINANCIAL COUNSELORS INC 14140.01%0.02%0.04%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.01%Q2 2020Q3 202314
MATRIX PRIVATE CAPITAL GROUP LLC 14140.04%0.07%0.14%Q4 2019Q1 202314
Chicago Partners Investment Group LLC 1130.04%0.08%0.14%Q2 2018Q3 202314
Sonora Investment Management, LLC 14140.00%0.01%0.01%Q2 2018Q3 202114
Key FInancial Inc 1220.01%0.04%0.31%Q4 2019Q3 202314
ASSET MANAGEMENT CORP /IL/ /ADV 14141.66%2.87%8.55%Q4 2019Q1 202314
WealthPLAN Partners, LLC 950.02%0.14%0.45%Q1 2020Q4 202314
Advisor OS, LLC 14140.41%4.44%7.82%Q2 2020Q3 202314
Diligent Investors, LLC 14140.22%0.36%0.44%Q2 2020Q3 202314
Wagner Wealth Management, LLC 1220.01%0.30%1.12%Q2 2018Q3 202314
Rosenberg Matthew Hamilton 14140.20%0.30%0.50%Q2 2020Q3 202314
INGALLS & SNYDER LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
ACCESS FINANCIAL SERVICES, INC. 14141.27%2.60%3.28%Q2 2020Q3 202314
Brouwer & Janachowski, LLC 14140.26%0.32%0.36%Q2 2018Q3 202114
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1110.06%0.25%0.67%Q4 2018Q3 202314
Plante Moran Financial Advisors, LLC 1310.00%0.00%0.01%Q2 2019Q3 202314
Phocas Financial Corp. 14140.05%0.16%0.26%Q2 2020Q3 202314
EXENCIAL WEALTH ADVISORS, LLC 1220.87%1.05%1.18%Q4 2019Q3 202314
Mercer Capital Advisers, Inc. 14140.03%0.10%0.27%Q2 2018Q3 202114
OLD NATIONAL BANCORP /IN/ 1130.01%0.03%0.10%Q2 2018Q3 202314
SouthState Corp 1130.01%0.01%0.02%Q2 2019Q1 202314
Sunbelt Securities, Inc. 1220.03%0.20%0.30%Q3 2019Q3 202314
Psagot Value Holdings Ltd. 14140.01%0.15%1.02%Q2 2018Q3 202114
Litman Gregory Wealth Management LLC 1110.00%0.03%0.14%Q3 2018Q3 202314
Live Oak Private Wealth LLC 14140.05%0.18%0.28%Q2 2020Q3 202314
Atlas Private Wealth Advisors 14140.92%1.14%2.13%Q2 2020Q3 202314
Lee Financial Co 14140.00%0.07%0.17%Q2 2020Q3 202314
TRUST CO OF TOLEDO NA /OH/ 14140.05%0.12%0.30%Q3 2020Q4 202314
Kestra Advisory Services, LLC 13130.21%0.33%0.56%Q3 2020Q3 202313
Covington Capital Management 760.00%0.00%0.00%Q2 2018Q3 202213
E&G Advisors, LP 13130.16%0.80%1.29%Q3 2020Q3 202313
Vigilare Wealth Management 13130.17%1.48%2.98%Q4 2020Q4 202313
FIDUCIARY TRUST CO 13130.01%1.67%2.79%Q3 2020Q3 202313
MERITAGE PORTFOLIO MANAGEMENT 13130.02%0.02%0.02%Q3 2020Q3 202313
Moors & Cabot, Inc. 1210.02%0.14%0.21%Q2 2018Q3 202313
HC Advisors, LLC 13130.14%0.23%0.28%Q3 2020Q3 202313
UBS ASSET MANAGEMENT AMERICAS INC 610.00%0.00%0.01%Q2 2018Q3 202313
Private Advisory Group LLC 1120.09%1.76%3.23%Q2 2018Q3 202313
HUNTINGTON NATIONAL BANK 710.00%0.01%0.02%Q2 2018Q3 202313
Magnus Financial Group LLC 1210.15%0.55%0.96%Q4 2018Q3 202313
SIMON QUICK ADVISORS, LLC 13130.01%0.04%0.23%Q1 2019Q1 202213
CENTAURUS FINANCIAL, INC. 1210.01%0.14%0.35%Q2 2018Q3 202313
Oakworth Capital, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 13130.02%0.06%0.10%Q2 2018Q2 202113
LAZARD ASSET MANAGEMENT LLC 1120.00%0.00%0.01%Q2 2018Q3 202313
SEI INVESTMENTS CO 1210.00%0.40%0.59%Q2 2018Q3 202313
Highlander Capital Management, LLC 13130.05%0.10%0.25%Q3 2020Q3 202313
Vectors Research Management, LLC 13132.34%4.09%5.43%Q3 2020Q3 202313
Neuberger Berman Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.01%0.08%0.12%Q3 2020Q3 202313
Atlantic Union Bankshares Corp 13130.02%0.03%0.04%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 1210.01%0.08%0.20%Q1 2019Q2 202213
Gilman Hill Asset Management, LLC 13130.08%0.20%0.58%Q3 2020Q3 202313
Selway Asset Management 1120.12%0.21%0.28%Q2 2018Q3 202313
Rehmann Capital Advisory Group 610.00%0.03%0.15%Q2 2018Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.04%Q3 2020Q3 202313
Wealthfront Advisers LLC 1030.00%0.00%0.01%Q4 2018Q3 202313
WFA of San Diego, LLC 1120.10%0.34%0.48%Q2 2020Q3 202313
Enterprise Trust & Investment Co 13130.09%0.10%0.13%Q2 2019Q2 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.06%0.10%0.12%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.07%0.13%0.24%Q4 2019Q3 202313
Fiduciary Group LLC 13130.19%0.45%0.67%Q3 2020Q3 202313
Capital Investment Advisors, LLC 1120.07%0.26%0.31%Q3 2020Q4 202313
LCNB CORP 13131.11%2.75%3.33%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.46%0.85%1.77%Q3 2020Q3 202313
Westbourne Investment Advisors, Inc. 12120.12%0.13%0.16%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12121.28%1.55%2.30%Q4 2020Q3 202312
Barnett & Company, Inc. 660.00%0.02%0.04%Q2 2018Q4 202112
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 12120.02%0.04%0.05%Q4 2020Q3 202312
KWB Wealth 12120.35%0.48%0.54%Q4 2020Q3 202312
EVERETT HARRIS & CO /CA/ 12120.00%0.01%0.01%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12122.07%2.63%3.11%Q4 2020Q3 202312
Orion Capital Management LLC 12122.25%2.47%2.64%Q4 2020Q3 202312
Axiom Investment Management LLC 610.04%0.11%0.39%Q4 2018Q3 202212
Tranquilli Financial Advisor LLC 12120.36%2.49%4.14%Q4 2020Q3 202312
Intellectus Partners, LLC 12120.37%0.41%0.46%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.16%0.23%0.34%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12121.34%16.03%25.33%Q4 2020Q3 202312
NEW ENGLAND ASSET MANAGEMENT INC 12120.01%0.02%0.06%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.22%0.33%0.46%Q4 2020Q3 202312
VAUGHAN DAVID INVESTMENTS LLC/IL 1110.01%0.34%0.43%Q2 2018Q3 202312
Birchcreek Wealth Management, LLC 12121.92%2.28%2.51%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.03%25.64%49.66%Q4 2020Q3 202312
TOTAL INVESTMENT MANAGEMENT INC 1027.25%10.30%14.00%Q3 2020Q3 202312
Frank, Rimerman Advisors LLC 12121.58%1.91%2.20%Q4 2020Q3 202312
BAILARD, INC. 12120.08%0.10%0.11%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 121217.08%21.42%25.84%Q4 2020Q3 202312
FAGAN ASSOCIATES, INC. 12121.28%2.63%3.26%Q4 2020Q3 202312
WHITTIER TRUST CO OF NEVADA INC 1110.00%0.03%0.04%Q4 2018Q3 202312
Pegasus Partners Ltd. 12120.08%0.16%0.36%Q4 2020Q3 202312
Raab & Moskowitz Asset Management LLC 12120.56%1.18%1.34%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.06%0.07%Q4 2018Q3 202112
Southeast Asset Advisors Inc. 12120.30%1.03%1.54%Q4 2020Q3 202312
John W. Brooker & Co., CPAs 12120.01%0.03%0.05%Q4 2019Q3 202212
Cubic Asset Management, LLC 12120.06%0.11%0.15%Q4 2020Q3 202312
NVWM, LLC 12120.40%0.81%1.00%Q4 2020Q3 202312
IBEX WEALTH ADVISORS 810.38%0.78%2.02%Q3 2018Q4 202212
Verity Asset Management, Inc. 750.65%1.03%1.79%Q3 2020Q3 202312
Alamar Capital Management, LLC 12120.19%0.24%0.31%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.34%0.85%1.29%Q4 2020Q3 202312
Prairiewood Capital, LLC 12121.86%2.34%2.70%Q4 2020Q3 202312
Roth Financial Partners LLC 12124.51%7.09%8.19%Q4 2020Q3 202312
PRINCIPAL FINANCIAL GROUP INC 750.00%0.00%0.00%Q3 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.13%0.14%0.14%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12121.94%10.18%16.14%Q4 2020Q3 202312
SteelPeak Wealth, LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.18%0.31%0.57%Q4 2020Q3 202312
ProVise Management Group, LLC 12120.12%0.14%0.17%Q4 2020Q3 202312
Sullivan, Bruyette, Speros & Blaney, LLC 12120.01%0.02%0.03%Q2 2018Q1 202112
CABOT WEALTH MANAGEMENT INC 12120.28%0.82%1.21%Q4 2020Q3 202312
Round Rock Advisors, LLC 12120.35%2.51%3.98%Q4 2020Q3 202312
Syverson Strege & Co 12120.33%0.65%1.13%Q4 2020Q3 202312
Lumbard & Kellner, LLC 12120.64%0.94%1.40%Q4 2020Q3 202312
Great Diamond Partners, LLC 1111.27%2.37%3.19%Q4 2019Q3 202312
Journey Advisory Group, LLC 12120.14%0.66%1.22%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12122.29%2.65%3.15%Q4 2020Q3 202312
Ciovacco Capital Management LLC 12121.67%6.41%15.19%Q4 2020Q3 202312
Sowa Financial Group, Inc. 530.00%0.60%1.74%Q4 2019Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12123.04%3.72%4.20%Q4 2020Q3 202312
Laidlaw Wealth Management LLC 12120.10%0.70%1.82%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.47%0.94%2.06%Q4 2020Q3 202312
Robertson Stephens Wealth Management, LLC 12120.04%0.16%0.67%Q4 2020Q3 202312
HoyleCohen, LLC 12120.54%0.76%0.94%Q4 2020Q3 202312
Wealthstreet Investment Advisors, LLC 12120.24%0.32%0.38%Q2 2018Q1 202112
Aprio Wealth Management, LLC 1020.15%1.07%2.67%Q3 2020Q3 202312
Sterling Financial Planning, Inc. 12120.24%0.32%0.42%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12125.74%6.51%6.98%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.29%0.35%0.42%Q4 2020Q3 202312
Matthew Goff Investment Advisor, LLC 12120.55%2.24%3.55%Q4 2020Q3 202312
MONECO Advisors, LLC 930.17%0.60%1.00%Q1 2019Q3 202312
Grant Street Asset Management, Inc. 12120.01%0.82%1.52%Q4 2020Q3 202312
BANQUE PICTET & CIE SA 12120.00%0.01%0.05%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.06%0.09%0.14%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 1110.00%0.00%0.01%Q2 2019Q3 202312
Kohmann Bosshard Financial Services, LLC 12120.09%0.10%0.12%Q4 2020Q3 202312
BerganKDV Wealth Management, LLC 12120.00%0.00%0.00%Q3 2020Q2 202312
Johnson Bixby & Associates, LLC 12121.83%3.08%5.18%Q4 2020Q3 202312
EDMOND DE ROTHSCHILD HOLDING S.A. 12120.34%0.61%0.81%Q4 2020Q3 202312
Modera Wealth Management, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Flaharty Asset Management, LLC 12120.05%0.07%0.11%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.11%0.15%0.29%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.03%0.03%0.03%Q4 2020Q3 202312
Merrion Investment Management Co, LLC 12120.32%0.37%0.41%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.10%0.66%1.74%Q4 2020Q3 202312
Consolidated Investment Group LLC 12120.66%6.76%8.27%Q4 2020Q3 202312
EagleClaw Capital Managment, LLC 910.07%0.11%0.18%Q4 2019Q3 202312
CAPITAL ADVISORS INC/OK 12120.01%0.01%0.02%Q4 2020Q3 202312
DONALDSON CAPITAL MANAGEMENT, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Global Trust Asset Management, LLC 12120.12%0.50%0.98%Q4 2020Q3 202312
Elevated Capital Advisors, LLC 510.38%0.70%1.34%Q4 2019Q3 202312
CYPRESS CAPITAL MANAGEMENT LLC 11110.05%0.05%0.07%Q1 2020Q3 202211
ROMAN BUTLER FULLERTON & CO 11110.12%0.17%0.20%Q1 2021Q3 202311
Apollon Wealth Management, LLC 11110.17%0.89%1.90%Q1 2021Q3 202311
Merit Financial Group, LLC 11110.01%0.05%0.09%Q1 2021Q3 202311
HYA Advisors, Inc 11110.23%0.34%0.45%Q4 2019Q2 202211
Prestige Wealth Management Group LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
WESPAC Advisors SoCal, LLC 740.22%0.31%0.38%Q2 2018Q1 202211
JGP Wealth Management, LLC 11110.05%0.06%0.10%Q1 2021Q3 202311
ROTHSCHILD INVESTMENT LLC /IL 11110.02%0.03%0.07%Q1 2021Q3 202311
Advisory Alpha, LLC 11110.02%0.05%0.17%Q4 2020Q2 202311
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 11110.04%0.07%0.27%Q1 2021Q3 202311
Gator Capital Management, LLC 831.02%1.63%2.12%Q2 2018Q3 202311
MYCIO WEALTH PARTNERS, LLC 740.20%0.27%0.61%Q2 2018Q3 202311
BOENNING & SCATTERGOOD, INC. 11110.26%0.35%0.40%Q2 2020Q4 202211
American Investment Services, Inc. 11110.34%0.37%0.42%Q1 2021Q3 202311
Spears Abacus Advisors LLC 11110.07%0.10%0.12%Q1 2021Q3 202311
REILLY FINANCIAL ADVISORS, LLC 1010.00%0.01%0.01%Q2 2018Q4 202111
FinTrust Capital Advisors, LLC 11110.01%0.05%0.15%Q1 2021Q3 202311
BNP PARIBAS FINANCIAL MARKETS 810.00%0.03%0.09%Q3 2018Q3 202311
Prostatis Group LLC 810.74%1.33%2.82%Q2 2020Q2 202311
Wealth Management Partners, LLC 11110.30%0.42%0.49%Q4 2020Q2 202311
Regal Investment Advisors LLC 510.04%0.06%0.09%Q3 2019Q3 202311
Addison Advisors LLC 1010.03%0.08%0.12%Q4 2020Q3 202311
Fortis Advisors, LLC 910.01%0.04%0.15%Q1 2020Q3 202311
KINGS POINT CAPITAL MANAGEMENT 11110.00%0.01%0.02%Q3 2019Q1 202211
Mutual Advisors, LLC 11110.02%0.08%0.28%Q1 2021Q3 202311
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1010.01%0.77%1.63%Q3 2020Q3 202311
AJ WEALTH STRATEGIES, LLC 830.01%0.26%2.19%Q1 2020Q2 202311
Clear Harbor Asset Management, LLC 910.01%0.16%0.42%Q4 2019Q3 202311
Mayflower Financial Advisors, LLC 11110.06%0.13%0.14%Q4 2020Q2 202311
Chicago Wealth Management, Inc. 830.86%2.41%6.50%Q2 2020Q3 202311
Banque Cantonale Vaudoise 11110.00%0.04%0.09%Q1 2021Q3 202311
EXCALIBUR MANAGEMENT CORP 11110.10%0.39%0.49%Q1 2021Q3 202311
WealthTrust Axiom LLC 740.07%0.10%0.16%Q4 2020Q3 202311
Formidable Asset Management, LLC 11110.24%0.55%1.33%Q1 2021Q3 202311
HARVEST GROUP WEALTH MANAGEMENT, LLC 11110.02%0.99%3.54%Q2 2018Q4 202011
HNP Capital LLC 11112.25%3.80%4.92%Q3 2020Q1 202311
FIRST BUSINESS FINANCIAL SERVICES, INC. 920.04%0.04%0.05%Q3 2019Q2 202211
SevenBridge Financial Group, LLC 11110.08%0.12%0.15%Q2 2019Q4 202111
Provident Wealth Management, LLC 1010.03%3.07%4.64%Q4 2019Q3 202311
CVA Family Office, LLC 720.00%0.04%0.20%Q4 2019Q2 202311
Spire Wealth Management 11110.09%0.15%0.18%Q1 2021Q3 202311
HARRELL INVESTMENT PARTNERS, LLC 11110.10%0.14%0.20%Q1 2021Q3 202311
PRELUDE CAPITAL MANAGEMENT, LLC 650.00%0.33%1.22%Q3 2018Q2 202111
KENNICOTT CAPITAL MANAGEMENT LLC 11110.98%1.48%1.88%Q1 2021Q3 202311
RIVERSEDGE ADVISORS, LLC 11111.65%2.52%4.59%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 11110.41%2.72%6.77%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.07%0.08%0.08%Q4 2020Q2 202311
TRUE Private Wealth Advisors 740.56%2.11%5.67%Q2 2018Q3 202311
JMG Financial Group, Ltd. 11110.04%0.06%0.07%Q1 2021Q3 202311
Pallas Capital Advisors LLC 11110.08%0.15%0.27%Q1 2021Q3 202311
EVERGREEN CAPITAL MANAGEMENT LLC 740.01%0.01%0.02%Q4 2020Q3 202311
MTM Investment Management, LLC 11110.70%1.28%1.67%Q1 2021Q3 202311
Linscomb & Williams, Inc. 11110.01%0.01%0.02%Q2 2020Q4 202211
Marietta Wealth Management, LLC 11110.07%1.50%2.96%Q2 2018Q4 202011
Piscataqua Savings Bank 11110.01%0.01%0.01%Q1 2021Q3 202311
RMB Capital Management, LLC 740.01%0.01%0.02%Q2 2018Q3 202311
Capital Investment Counsel, Inc 810.07%0.10%0.12%Q2 2020Q3 202311
Jacobi Capital Management LLC 910.00%0.21%0.29%Q2 2018Q3 202311
WEST CHESTER CAPITAL ADVISORS, INC 740.50%7.90%28.32%Q4 2020Q3 202311
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 11110.47%1.59%2.40%Q2 2020Q4 202211
BUCKINGHAM STRATEGIC WEALTH, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Black Swift Group, LLC 910.02%4.81%11.09%Q3 2018Q1 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11111.65%1.98%2.18%Q1 2021Q3 202311
TRANSCEND CAPITAL ADVISORS, LLC 830.03%0.05%0.12%Q4 2020Q3 202311
Clearview Wealth Advisors LLC 11110.03%0.04%0.06%Q4 2020Q2 202311
Baystate Wealth Management LLC 710.00%0.00%0.02%Q4 2018Q3 202311
INVESTMENT PARTNERS, LTD. 710.14%0.24%0.51%Q2 2018Q3 202311
COHEN & STEERS, INC. 11110.00%0.01%0.02%Q1 2021Q3 202311
ZWJ INVESTMENT COUNSEL INC 10100.08%0.20%0.29%Q2 2021Q3 202310
Financial Services Advisory Inc 410.48%5.70%12.56%Q2 2018Q1 202210
LifePlan Financial Group, Inc 10100.88%2.21%4.79%Q2 2018Q3 202010
Accel Wealth Management 10100.01%0.01%0.01%Q4 2020Q1 202310
Pinnacle Wealth Management Group, Inc. 10100.42%1.37%2.56%Q2 2021Q3 202310
ACAS, LLC 640.74%0.86%0.96%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.25%0.29%0.38%Q1 2021Q3 202310
Claraphi Advisory Network, LLC 810.00%0.18%0.21%Q2 2018Q1 202210
DT Investment Partners, LLC 910.00%0.04%0.06%Q2 2018Q4 202210
Activest Wealth Management 910.83%8.12%13.89%Q1 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.58%1.00%1.72%Q4 2020Q3 202310
Delos Wealth Advisors, LLC 10100.01%0.03%0.11%Q2 2021Q3 202310
Golden State Wealth Management, LLC 520.07%0.17%0.43%Q1 2019Q1 202210
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 10100.88%1.30%2.15%Q2 2021Q3 202310
G&S Capital LLC 310.04%0.67%1.08%Q2 2018Q1 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 820.16%0.40%0.80%Q2 2018Q2 202210
Paloma Partners Management Co 620.03%0.07%0.20%Q2 2020Q2 202310
Derbend Asset Management 10105.42%7.37%13.85%Q2 2021Q3 202310
Realta Investment Advisors 410.01%0.03%0.06%Q1 2019Q3 202310
Karpus Management, Inc. 10100.13%0.84%1.34%Q4 2020Q1 202310
Kavar Capital Partners, LLC 10103.05%4.00%4.87%Q2 2018Q3 202010
SHINE INVESTMENT ADVISORY SERVICES INC 10100.30%0.37%0.45%Q2 2018Q3 202010
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.06%0.10%0.22%Q2 2021Q3 202310
ETRADE Capital Management LLC 10101.03%1.54%1.91%Q2 2018Q3 202010
Personal Capital Advisors Corp 910.00%0.00%0.00%Q4 2018Q4 202210
VAN DEN BERG MANAGEMENT I, INC 10100.05%0.17%0.25%Q2 2021Q3 202310
First Allied Advisory Services, Inc. 10100.08%0.15%0.34%Q2 2018Q3 202010
Wellington Shields Capital Management, LLC 820.01%0.08%0.35%Q2 2020Q2 202310
CPWM, LLC 10100.02%0.03%0.04%Q2 2020Q3 202210
EPG Wealth Management LLC 910.01%0.33%0.55%Q4 2019Q3 202310
Grove Bank & Trust 820.08%3.12%4.67%Q2 2018Q3 202310
Vontobel Holding Ltd. 910.00%0.01%0.02%Q4 2020Q2 202310
CHURCHILL MANAGEMENT Corp 10100.21%1.06%2.15%Q2 2021Q3 202310
SUNFLOWER BANK, NA WEALTH MANAGEMENT 10100.15%0.17%0.19%Q2 2018Q3 202010
1900 WEALTH MANAGEMENT LLC 10100.02%0.18%0.54%Q2 2021Q3 202310
Swaine & Leidel Wealth Services, LLC 810.44%0.84%3.74%Q2 2019Q1 202210
SMITHBRIDGE ASSET MANAGEMENT INC/DE 10100.23%0.36%0.50%Q2 2021Q3 202310
NORTHSTAR INVESTMENT ADVISORS LLC 10100.21%0.64%0.75%Q2 2018Q3 202010
Colorado Capital Management, Inc. 10100.68%0.75%0.79%Q2 2021Q3 202310
Wharton Business Group, LLC 10100.02%0.49%1.84%Q2 2021Q3 202310
Wealthspire Advisors, L.P. 10100.06%0.15%0.21%Q2 2018Q3 202010
CFS Investment Advisory Services, LLC 910.01%0.06%0.10%Q4 2020Q3 202310
KING LUTHER CAPITAL MANAGEMENT CORP 710.00%0.00%0.00%Q2 2018Q3 202310
Qube Research & Technologies Ltd 410.00%0.02%0.11%Q4 2019Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.09%0.19%Q2 2021Q3 202310
Advisor Resource Council 10100.11%0.70%2.32%Q2 2021Q3 202310
Baldwin Investment Management, LLC 10100.18%0.22%0.28%Q2 2021Q3 202310
GUYASUTA INVESTMENT ADVISORS INC 910.02%0.04%0.05%Q3 2019Q3 202310
Centennial Wealth Advisory LLC 731.87%3.32%4.84%Q4 2020Q3 202310
COWA, LLC 710.03%0.99%2.31%Q4 2020Q3 202310
WOODMONT INVESTMENT COUNSEL LLC 520.02%0.04%0.07%Q2 2018Q2 202310
Advisors Preferred, LLC 10100.43%1.27%3.94%Q2 2021Q3 202310
Simmons Bank 910.02%0.06%0.35%Q2 2020Q3 202310
Jaffetilchin Investment Partners, LLC 730.45%0.63%0.84%Q2 2019Q3 202310
MITCHELL CAPITAL MANAGEMENT CO 10100.07%0.07%0.08%Q2 2021Q3 202310
EMFO, LLC 10100.10%0.12%0.13%Q2 2021Q3 202310
KMG FIDUCIARY PARTNERS, LLC 10100.03%0.04%0.05%Q2 2021Q3 202310
DAGCO, INC. 10100.11%1.12%1.90%Q2 2021Q3 202310
Garrison Asset Management, LLC 10100.14%0.18%0.31%Q2 2018Q3 202010
Genesee Capital Advisors, LLC 610.11%5.17%11.04%Q4 2018Q3 202310
COURIER CAPITAL LLC 820.06%0.44%1.20%Q4 2020Q3 202310
FormulaFolio Investments, LLC 730.01%0.02%0.05%Q2 2018Q2 202110
Lloyd Advisory Services, LLC. 10100.17%0.59%1.18%Q4 2019Q1 202210
Aries Wealth Management 640.18%0.26%0.33%Q1 2021Q3 202310
Castle Rock Wealth Management, LLC 510.09%0.43%1.10%Q3 2019Q3 202310
Antonetti Capital Management LLC 910.00%0.01%0.01%Q2 2010Q3 202310
Lion Street Advisors, LLC 910.01%0.24%0.29%Q1 2020Q3 202310
Fiduciary Planning LLC 10100.21%1.35%2.48%Q2 2021Q3 202310
Independent Advisor Alliance 710.08%0.24%1.08%Q1 2019Q3 202310
Triumph Capital Management 10100.14%0.78%1.49%Q2 2021Q3 202310
Berman Capital Advisors, LLC 10100.02%0.10%0.39%Q2 2019Q3 202110
Clear Perspectives Financial Planning, LLC 10103.90%7.50%8.77%Q4 2020Q1 202310
Hudson Value Partners, LLC 10100.33%0.36%0.39%Q2 2021Q3 202310
ARQ WEALTH ADVISORS, LLC 10102.44%3.84%4.34%Q2 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.02%Q2 2019Q3 202310
Concorde Asset Management, LLC 820.24%0.95%2.79%Q1 2021Q3 202310
EVOKE WEALTH, LLC 610.00%0.01%0.07%Q3 2019Q3 20239
Solstein Capital, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Intrua Financial, LLC 990.06%0.87%1.28%Q1 2021Q1 20239
InterOcean Capital, LLC 990.02%0.02%0.03%Q2 2018Q2 20209
Evensky & Katz LLC 810.01%0.02%0.02%Q1 2019Q1 20229
Castleview Partners, LLC 810.00%0.56%1.50%Q2 2021Q3 20239
GPS Wealth Strategies Group, LLC 630.02%0.07%0.18%Q2 2021Q3 20239
Roberts Wealth Advisors, LLC 990.15%0.18%0.28%Q3 2021Q3 20239
IPG Investment Advisors LLC 990.07%0.21%0.32%Q3 2021Q3 20239
NOVARE CAPITAL MANAGEMENT LLC 540.03%0.15%0.38%Q1 2021Q3 20239
Betterment LLC 990.00%0.00%0.00%Q3 2021Q3 20239
BTC Capital Management, Inc. 990.19%0.20%0.20%Q3 2021Q3 20239
Camelot Portfolios, LLC 610.13%0.15%0.19%Q4 2018Q4 20219
Fiera Capital Corp 410.00%0.00%0.01%Q2 2018Q4 20209
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 990.00%0.00%0.00%Q4 2018Q4 20209
Doyle Wealth Management 540.02%0.02%0.03%Q4 2018Q3 20229
TOCQUEVILLE ASSET MANAGEMENT L.P. 810.00%0.03%0.04%Q4 2020Q3 20239
Sage Mountain Advisors LLC 990.01%0.01%0.02%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.14%0.24%0.36%Q3 2021Q3 20239
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 991.25%2.45%7.82%Q3 2021Q3 20239
Bickling Financial Services, Inc. 991.57%15.15%21.56%Q4 2020Q4 20229
MAGNOLIA CAPITAL ADVISORS LLC 990.08%0.26%0.60%Q4 2019Q4 20219
Asset Dedication, LLC 420.00%0.04%0.10%Q2 2018Q4 20209
Global Financial Private Capital, Inc 990.99%2.13%2.93%Q2 2018Q2 20209
QUANTUM CAPITAL MANAGEMENT 720.08%0.12%0.24%Q2 2018Q3 20209
AdvisorShares Investments LLC 996.21%16.84%26.22%Q2 2021Q2 20239
Zhang Financial LLC 990.02%0.04%0.06%Q3 2021Q3 20239
Curi Wealth Management, LLC 810.02%0.05%0.08%Q4 2020Q3 20239
Paragon Capital Management Ltd 420.05%0.09%0.20%Q3 2018Q3 20239
FLOW TRADERS U.S. LLC 310.02%0.25%0.61%Q1 2019Q3 20239
Inscription Capital, LLC 720.08%0.20%0.33%Q1 2021Q3 20239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 990.00%0.02%0.03%Q3 2021Q3 20239
PRINCETON CAPITAL MANAGEMENT LLC 630.02%0.05%0.12%Q2 2018Q1 20229
MONTAG & CALDWELL, LLC 630.01%0.04%0.07%Q4 2020Q1 20239
Van Leeuwen & Company, LLC 996.90%8.28%11.29%Q4 2020Q4 20229
LS Investment Advisors, LLC 990.00%0.00%0.00%Q2 2018Q2 20209
Lester Murray Antman dba SimplyRich 811.39%1.47%1.72%Q2 2019Q2 20239
COUNTRY TRUST BANK 990.00%0.00%0.00%Q3 2020Q3 20229
Towercrest Capital Management 990.19%0.22%0.24%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.23%0.35%0.51%Q3 2021Q3 20239
Winslow, Evans & Crocker, Inc. 810.00%0.02%0.06%Q2 2018Q4 20209
CX Institutional 610.00%0.16%0.46%Q1 2020Q3 20239
JFS WEALTH ADVISORS, LLC 630.00%0.02%0.06%Q2 2021Q3 20239
HB Wealth Management, LLC 880.00%0.08%0.10%Q4 2021Q3 20239
NORTHWEST WEALTH MANAGEMENT, LLC 990.11%0.38%0.64%Q3 2021Q3 20239
Amplius Wealth Advisors, LLC 881.08%3.07%5.82%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.05%0.08%Q4 2021Q3 20238
AMERICAN NATIONAL BANK 880.01%0.01%0.02%Q4 2021Q3 20238
Fisher Asset Management, LLC 310.00%0.00%0.00%Q4 2019Q3 20238
CARDIFF PARK ADVISORS, LLC 880.07%0.08%0.09%Q4 2021Q3 20238
Monte Financial Group, LLC 880.14%0.25%0.31%Q4 2021Q3 20238
MCDONALD CAPITAL INVESTORS INC/CA 420.01%0.02%0.02%Q2 2018Q1 20228
PARAMETRIC PORTFOLIO ASSOCIATES LLC 710.00%0.00%0.01%Q4 2019Q1 20228
Winch Advisory Services, LLC 710.00%0.00%0.01%Q2 2019Q1 20238
Insight Advisors, LLC/ PA 510.10%0.20%0.39%Q1 2021Q3 20238
Newman Dignan & Sheerar, Inc. 710.01%0.06%0.09%Q2 2019Q1 20228
Laraway Financial Advisors Inc 881.95%2.01%2.09%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.14%0.17%0.29%Q4 2021Q3 20238
BOYS ARNOLD & CO INC 880.05%0.07%0.10%Q2 2018Q1 20208
Ford Financial Group, LLC 880.12%1.00%1.93%Q1 2021Q4 20228
Empirical Finance, LLC 880.05%0.41%0.62%Q1 2018Q4 20198
Corient Capital Partners, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
Rainsberger Wealth Advisors, Inc. 880.32%0.35%0.37%Q4 2021Q3 20238
Goelzer Investment Management, Inc. 710.03%0.03%0.05%Q2 2018Q3 20208
IBERIABANK CORP 880.18%0.35%0.57%Q3 2018Q2 20208
EverSource Wealth Advisors, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 881.63%2.63%3.64%Q4 2021Q3 20238
Mirador Capital Partners LP 710.10%0.16%0.22%Q2 2018Q2 20208
MBB PUBLIC MARKETS I LLC 880.08%0.54%2.57%Q4 2021Q3 20238
RPg Family Wealth Advisory, LLC 410.01%0.21%0.60%Q2 2018Q1 20228
Kore Private Wealth LLC 320.01%0.02%0.03%Q4 2018Q3 20218
Factorial Partners, LLC 620.17%1.00%1.70%Q3 2020Q3 20238
Guardian Wealth Management, Inc. 880.04%0.05%0.05%Q4 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 880.42%0.48%0.52%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.41%0.55%0.75%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 881.25%3.79%14.16%Q4 2021Q3 20238
Montz Harcus Wealth Management LLC 880.24%0.26%0.27%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.14%0.29%0.77%Q4 2021Q3 20238
AFFINITY WEALTH MANAGEMENT LLC 623.00%3.99%4.78%Q2 2021Q2 20238
Ballast, Inc. 882.74%3.23%3.62%Q4 2021Q3 20238
PCG Wealth Advisors, LLC 881.62%2.50%2.88%Q4 2021Q3 20238
Ten Capital Wealth Advisors, LLC 880.00%0.18%0.25%Q2 2021Q1 20238
TD Waterhouse Canada Inc. 880.02%0.02%0.03%Q4 2021Q3 20238
Advisors Asset Management, Inc. 880.00%0.00%0.00%Q2 2018Q1 20208
Citizens National Bank Trust Department 880.01%0.01%0.03%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.02%0.16%0.26%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.15%0.22%0.42%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 880.70%0.93%1.15%Q4 2021Q3 20238
Horizon Wealth Management, LLC 882.20%9.84%18.67%Q4 2021Q3 20238
Forum Financial Management, LP 880.02%0.03%0.04%Q4 2021Q3 20238
Wealth Advisors of Iowa, LLC 610.97%5.77%11.45%Q1 2021Q3 20238
Wick Capital Partners, LLC 882.18%4.32%7.53%Q4 2021Q3 20238
HighMark Wealth Management LLC 880.02%0.03%0.05%Q4 2019Q3 20218
Schneider Downs Wealth Management Advisors, LP 620.05%0.10%0.23%Q2 2018Q2 20228
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.02%0.09%0.14%Q4 2021Q3 20238
City State Bank 880.04%0.05%0.06%Q4 2021Q3 20238
Stuart Chaussee & Associates, Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.01%0.01%0.02%Q4 2021Q3 20238
Alliance Wealth Management Group 880.37%0.38%0.40%Q3 2021Q2 20238
RE Dickinson Investment Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.07%0.10%0.12%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.22%0.33%0.41%Q4 2021Q3 20238
Hedges Asset Management LLC 880.43%0.44%0.44%Q4 2021Q3 20238
NCM Capital Management, LLC 881.09%1.24%1.74%Q4 2021Q3 20238
Pinnacle Family Advisors, LLC 610.28%1.23%2.90%Q4 2018Q1 20238
ETFIDEA, LLC 880.14%0.16%0.20%Q4 2021Q3 20238
Ferris Capital, LLC 410.02%0.04%0.05%Q2 2018Q1 20228
Washington Trust Advisors, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Capital Market Strategies LLC 530.27%0.33%0.61%Q4 2021Q4 20238
WEST BANCORPORATION INC 880.22%0.34%0.42%Q4 2021Q3 20238
Benedetti & Gucer, Inc. 880.32%0.44%0.63%Q1 2021Q4 20228
MKT Advisors LLC 880.45%0.47%0.51%Q4 2021Q3 20238
CANADA PENSION PLAN INVESTMENT BOARD 880.10%0.20%0.36%Q1 2021Q4 20228
OAK HARBOR WEALTH PARTNERS, LLC 880.94%0.98%1.02%Q4 2021Q3 20238
FourThought Financial, LLC 880.15%0.29%0.73%Q4 2020Q3 20228
D. SCOTT NEAL, INC. 880.13%0.18%0.27%Q4 2021Q3 20238
OPTIONS SOLUTIONS, LLC 881.65%2.18%2.50%Q4 2021Q3 20238
Full Sail Capital, LLC 880.04%0.64%1.20%Q4 2021Q3 20238
Stephens Consulting, LLC 880.37%0.63%0.86%Q4 2021Q3 20238
Darrow Company, Inc. 884.16%4.45%4.88%Q4 2021Q3 20238
BFSG, LLC 880.10%0.39%1.05%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 880.20%0.23%0.27%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 887.08%8.46%9.21%Q4 2021Q3 20238
StoneX Group Inc. 710.14%0.78%1.47%Q2 2018Q3 20238
Sierra Capital LLC 880.08%0.15%0.23%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.08%0.09%0.10%Q4 2021Q3 20238
Austin Asset Management Co Inc 880.16%0.19%0.20%Q4 2021Q3 20238
HOWE & RUSLING INC 710.00%0.00%0.00%Q2 2021Q2 20238
Banco Santander, S.A. 880.02%0.14%0.31%Q4 2021Q3 20238
Somerset Group LLC 881.14%1.93%3.55%Q2 2018Q1 20208
TILIA FIDUCIARY PARTNERS, INC. 881.02%1.07%1.15%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.02%0.03%0.07%Q4 2019Q3 20218
BBR PARTNERS, LLC 882.10%2.32%2.78%Q4 2021Q3 20238
PARK AVENUE SECURITIES LLC 510.00%0.03%0.07%Q4 2018Q3 20238
QCI ASSET MANAGEMENT INC/NY 880.00%0.00%0.00%Q2 2018Q1 20208
Glovista Investments LLC 310.13%1.76%4.30%Q2 2019Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.11%0.15%0.17%Q4 2021Q3 20238
BT Wealth Management LLC 887.57%10.77%13.08%Q3 2020Q2 20228
AdvicePeriod, LLC 880.22%0.30%0.41%Q2 2018Q1 20208
Trexquant Investment LP 410.02%0.08%0.26%Q4 2019Q3 20238
Missouri Trust & Investment Co 880.01%0.03%0.08%Q4 2021Q3 20238
Unconventional Investor, LLC 880.28%0.31%0.40%Q4 2021Q3 20238
Invst, LLC 440.04%0.15%0.27%Q2 2019Q4 20218
Morton Capital Management LLC/CA 880.19%0.22%0.25%Q4 2021Q3 20238
Baron Financial Group, LLC 880.04%0.05%0.09%Q3 2020Q2 20228
Benchmark Investment Advisors LLC 880.63%0.72%0.76%Q4 2021Q3 20238
Carson Advisory Inc. 880.29%0.32%0.38%Q4 2021Q3 20238
Grant/GrossMendelsohn, LLC 620.18%0.40%0.61%Q3 2021Q3 20238
Verdence Capital Advisors LLC 710.05%0.10%0.12%Q2 2019Q3 20238
DRAVO BAY LLC 882.37%2.71%2.81%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 880.24%0.33%0.38%Q4 2021Q3 20238
LTG Capital LLC 8814.37%15.46%17.40%Q4 2021Q3 20238
Avant Capital LLC 881.23%1.33%1.42%Q4 2021Q3 20238
Laurel Wealth Advisors LLC 620.00%0.00%0.01%Q4 2019Q3 20238
WFA Asset Management Corp 8812.05%13.20%15.07%Q4 2021Q3 20238
PRIVATE CAPITAL MANAGEMENT LLC 880.08%0.10%0.12%Q4 2021Q3 20238
ARVEST TRUST CO N A 881.45%1.66%1.74%Q4 2021Q3 20238
Level Financial Advisors 880.01%0.01%0.01%Q4 2021Q3 20238
Wealth Quarterback LLC 210.03%0.26%0.55%Q1 1987Q2 20238
LAKE STREET PRIVATE WEALTH, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
St. Louis Trust Co 440.16%0.62%0.81%Q3 2021Q3 20238
Epic Trust Investment Advisors, LLC 881.79%4.90%6.54%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.58%1.13%1.33%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 881.39%1.60%1.77%Q4 2021Q3 20238
Paragon Wealth Strategies, LLC 710.39%4.96%7.22%Q2 2018Q1 20238
Bartlett & Co. LLC 610.00%0.00%0.00%Q2 2018Q4 20238
Coastal Bridge Advisors, LLC 880.11%0.16%0.22%Q2 2018Q1 20208
Kathleen S. Wright Associates Inc. 880.24%0.47%0.68%Q4 2021Q3 20238
Bluesphere Advisors, LLC 620.18%0.23%0.26%Q4 2020Q3 20238
REDMONT WEALTH ADVISORS LLC 889.42%11.67%14.57%Q4 2021Q3 20238
Graypoint LLC 880.10%0.12%0.13%Q4 2021Q3 20238
Ameliora Wealth Management Ltd. 881.69%3.56%4.90%Q4 2021Q3 20238
JBF Capital, Inc. 510.03%1.43%8.32%Q4 2020Q3 20237
OARSMAN CAPITAL, INC. 770.14%1.21%2.62%Q1 2022Q3 20237
One Capital Management, LLC 770.21%0.82%2.12%Q1 2022Q3 20237
ACIMA PRIVATE WEALTH, LLC 770.44%1.54%1.90%Q3 2020Q1 20227
Global Wealth Management Investment Advisory, Inc. 770.01%0.08%0.26%Q4 2018Q2 20207
Lindbrook Capital, LLC 610.00%0.00%0.01%Q3 2019Q3 20237
Trinity Wealth Management, LLC 410.13%0.73%0.89%Q2 2021Q2 20237
Stone Point Wealth LLC 770.14%0.40%0.59%Q1 2022Q3 20237
Center For Asset Management LLC 770.22%0.52%0.95%Q4 2020Q2 20227
BERKSHIRE ASSET MANAGEMENT LLC/PA 770.05%0.05%0.06%Q2 2018Q4 20197
SAXON INTERESTS, INC. 770.15%1.96%4.88%Q4 2021Q2 20237
Ratio Wealth Group 410.19%1.11%1.62%Q3 2021Q3 20237
Advisor Group, Inc. 770.13%0.18%0.21%Q2 2018Q4 20197
Revolve Wealth Partners, LLC 770.05%0.19%0.25%Q4 2021Q2 20237
Strategic Wealth Partners, Ltd. 510.00%1.04%2.47%Q2 2018Q1 20237
WELCH CAPITAL PARTNERS LLC/NY 771.27%3.74%6.42%Q4 2020Q2 20227
SG Americas Securities, LLC 310.00%0.01%0.03%Q2 2018Q1 20237
PSI Advisors, LLC 770.05%0.09%0.13%Q1 2022Q3 20237
Vestcor Inc 610.11%1.19%1.67%Q3 2020Q3 20237
BRYN MAWR TRUST Co 520.01%0.01%0.02%Q4 2018Q1 20227
HANCOCK WHITNEY CORP 770.01%0.03%0.04%Q1 2022Q3 20237
Intelligence Driven Advisers, LLC 770.08%0.16%0.21%Q4 2018Q2 20207
HAZLETT, BURT & WATSON, INC. 770.03%0.03%0.04%Q1 2022Q3 20237
Biltmore Family Office, LLC 520.02%0.05%0.14%Q2 2018Q2 20207
ARS Wealth Advisors Group, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
COLDSTREAM CAPITAL MANAGEMENT INC 430.01%0.01%0.01%Q4 2021Q3 20237
SALEM INVESTMENT COUNSELORS INC 610.00%0.00%0.02%Q3 2021Q3 20237
MITCHELL SINKLER & STARR/PA 770.09%0.12%0.14%Q4 2021Q2 20237
NEIRG Wealth Management, LLC 772.04%4.51%8.18%Q4 2021Q2 20237
First Personal Financial Services 770.01%0.01%0.01%Q2 2021Q4 20227
ICA Group Wealth Management, LLC 770.34%0.40%0.48%Q1 2022Q3 20237
Capstone Financial Advisors, Inc. 770.03%0.06%0.10%Q2 2018Q4 20197
Shay Capital LLC 430.04%0.06%0.09%Q2 2021Q3 20237
SIGNET FINANCIAL MANAGEMENT, LLC 520.00%0.08%0.12%Q2 2018Q1 20207
Trust Co 770.78%1.21%1.52%Q1 2022Q3 20237
TAP Consulting, LLC 410.03%0.34%0.85%Q1 2019Q3 20237
Nvest Financial, LLC 770.57%0.66%0.75%Q1 2022Q3 20237
M Holdings Securities, Inc. 310.02%0.07%0.13%Q2 2018Q1 20237
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 610.00%0.01%0.02%Q3 2018Q3 20237
Burt Wealth Advisors 770.01%0.01%0.01%Q2 2018Q4 20197
FRANKLIN STREET ADVISORS INC /NC 770.02%0.02%0.02%Q4 2020Q2 20227
Wealth Alliance 770.04%0.05%0.06%Q1 2022Q3 20237
MATHER GROUP, LLC. 430.00%0.04%0.23%Q4 2021Q3 20237
Vestmark Advisory Solutions, Inc. 310.02%0.07%0.15%Q1 2019Q2 20237
MBL Wealth, LLC 510.72%1.35%1.70%Q1 2021Q1 20237
Boston Trust Walden Corp 770.00%0.00%0.00%Q2 2018Q4 20197
CAMBRIDGE TRUST CO 770.00%0.00%0.01%Q1 2022Q3 20237
FOREFRONT WEALTH MANAGEMENT INC. 770.76%1.07%1.29%Q1 2022Q3 20237
Northern Capital Management, Inc. 771.83%8.75%11.42%Q1 2022Q3 20237
NFJ INVESTMENT GROUP, LLC 610.05%0.09%0.30%Q1 2021Q4 20227
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 770.14%0.25%0.32%Q4 2020Q2 20227
Visionary Wealth Advisors 770.02%0.03%0.04%Q1 2022Q3 20237
McClarren Financial Advisors, Inc. 520.01%0.01%0.01%Q4 2021Q3 20237
COUNTRY CLUB BANK /GFN 770.11%0.17%0.20%Q1 2022Q3 20237
Milestone Advisory Partners 773.45%4.39%5.58%Q2 2018Q4 20197
Brinker Capital Investments, LLC 770.00%0.24%0.94%Q2 2018Q4 20197
TRIAD FINANCIAL ADVISORS, INC. 430.08%0.11%0.14%Q4 2021Q3 20237
Kerntke Otto McGlone Wealth Management Group 770.20%0.26%0.30%Q4 2019Q2 20217
Beacon Capital Management, LLC 770.14%0.18%0.21%Q1 2022Q3 20237
Kalos Management, Inc. 310.06%0.20%0.36%Q2 2018Q2 20237
Mraz, Amerine & Associates, Inc. 770.06%0.10%0.19%Q2 2018Q4 20197
Advanced Asset Management Advisors Inc 610.00%0.00%0.01%Q2 2021Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.07%0.10%0.16%Q1 2021Q4 20227
Homrich & Berg 510.01%0.07%0.11%Q2 2018Q3 20217
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Endurance Wealth Management, Inc. 610.00%0.00%0.00%Q3 2019Q2 20237
PALISADE CAPITAL MANAGEMENT, LP 770.01%0.01%0.03%Q1 2022Q3 20237
Certified Advisory Corp 770.46%1.11%1.99%Q3 2018Q1 20207
Tyler-Stone Wealth Management 520.07%0.08%0.08%Q4 2021Q3 20237
Sanchez Wealth Management Group 777.67%10.31%19.71%Q2 2018Q4 20197
Applied Capital LLC 770.36%0.51%0.64%Q1 2021Q3 20227
F3Logic, LLC 520.06%0.21%0.62%Q2 2018Q1 20207
CERTUITY, LLC 430.02%0.06%0.24%Q3 2021Q3 20237
Atria Wealth Solutions, Inc. 770.16%0.18%0.21%Q1 2022Q3 20237
Second Half Financial Partners, LLC 770.17%0.51%0.86%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
EWG Elevate Inc. 510.06%2.07%4.10%Q4 2019Q4 20227
GM Advisory Group, LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.08%0.21%0.35%Q2 2018Q1 20207
NewSquare Capital LLC 410.00%0.00%0.01%Q1 2019Q3 20237
Connectus Wealth, LLC 770.01%0.64%1.14%Q1 2022Q3 20237
CLEAR INVESTMENT RESEARCH, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 770.02%0.03%0.03%Q2 2018Q4 20197
Wedmont Private Capital 770.04%0.06%0.09%Q1 2022Q3 20237
Strong Tower Advisory Services 770.12%1.51%3.23%Q1 2022Q3 20237
Ameritas Investment Company, LLC 310.01%0.08%0.27%Q4 2018Q3 20217
Crewe Advisors LLC 770.03%0.07%0.09%Q1 2022Q3 20237
Pinnacle Wealth Planning Services, Inc. 770.07%0.14%0.22%Q1 2022Q3 20237
CAPSTONE INVESTMENT ADVISORS, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
AMG National Trust Bank 610.01%0.02%0.02%Q2 2020Q1 20227
Hexagon Capital Partners LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MOULTON WEALTH MANAGEMENT, INC 771.61%4.74%13.25%Q4 2020Q2 20227
Chemistry Wealth Management LLC 770.24%0.26%0.28%Q1 2022Q3 20237
FCG ADVISORS, LLC 770.10%0.11%0.12%Q2 2018Q4 20197
Foothills Asset Management, Ltd. 770.16%0.21%0.33%Q2 2018Q4 20197
FLYNN ZITO CAPITAL MANAGEMENT, LLC 520.18%0.34%0.52%Q4 2021Q3 20237
Riverview Capital Advisers, LLC 773.18%5.60%7.90%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.33%0.36%0.41%Q2 2020Q4 20217
MEEDER ASSET MANAGEMENT INC 610.00%0.00%0.01%Q4 2019Q2 20227
THOMPSON DAVIS & CO., INC. 430.19%0.28%0.34%Q4 2021Q3 20237
L.M. KOHN & COMPANY 770.52%0.57%0.66%Q1 2022Q3 20237
Warwick Investment Management, Inc. 430.08%0.10%0.12%Q4 2021Q3 20237
Horizons Wealth Management 770.37%0.39%0.44%Q2 2022Q4 20237
Advocacy Wealth Management Services, LLC 410.01%0.03%0.04%Q2 2019Q3 20237
WEST PACES ADVISORS INC. 610.00%0.02%0.03%Q1 2020Q2 20227
Berkshire Money Management, Inc. 660.56%0.65%0.84%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.03%0.07%0.17%Q4 2020Q1 20226
Francis Financial, Inc. 660.49%0.66%0.78%Q2 2022Q3 20236
Cedar Brook Financial Partners, LLC 420.06%0.08%0.12%Q4 2021Q2 20236
Allegheny Financial Group LTD 660.17%0.25%0.31%Q2 2022Q3 20236
XPONANCE, INC. 660.00%0.01%0.01%Q2 2022Q3 20236
Resurgent Financial Advisors LLC 660.24%0.35%0.41%Q2 2022Q3 20236
Transparent Wealth Partners LLC 660.93%6.64%10.46%Q4 2021Q1 20236
SUNTRUST BANKS INC 660.14%0.14%0.15%Q2 2018Q3 20196
Epstein & White Financial LLC 660.11%0.32%0.41%Q2 2018Q3 20196
Kiwi Wealth Investments Limited Partnership 330.02%0.11%0.18%Q2 2021Q4 20226
O'Dell Group, LLC 510.01%0.02%0.02%Q3 2021Q2 20236
Center for Financial Planning, Inc. 510.00%0.00%0.00%Q4 2020Q3 20236
Intrepid Financial Planning Group LLC 663.25%3.37%3.46%Q2 2022Q3 20236
Gunma Bank,Ltd. 330.74%1.15%1.71%Q2 2021Q4 20226
Vista Private Wealth Partners. LLC 660.28%0.31%0.35%Q3 2018Q4 20196
Zions Bancorporation, N.A. 510.01%0.02%0.03%Q1 2019Q3 20236
PRIVATE TRUST CO NA 660.29%0.36%0.50%Q2 2022Q3 20236
COMMONS CAPITAL, LLC 660.50%0.61%0.71%Q4 2021Q1 20236
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 660.02%0.06%0.09%Q1 2021Q2 20226
Cypress Capital Management LLC (WY) 660.01%0.01%0.01%Q1 2020Q2 20216
Willis Johnson & Associates, Inc. 660.05%0.05%0.06%Q4 2020Q1 20226
BIRINYI ASSOCIATES INC 660.16%0.20%0.24%Q4 2018Q1 20206
Perennial Investment Advisors, LLC 660.16%0.47%0.80%Q2 2022Q3 20236
Benchmark Financial Wealth Advisors, LLC 660.86%2.14%3.14%Q2 2022Q3 20236
NorthCoast Asset Management LLC 660.17%1.08%1.49%Q2 2020Q3 20216
Rainwater Charitable Foundation 6672.45%82.85%100.00%Q2 2018Q3 20196
Inspire Advisors, LLC 660.09%0.13%0.17%Q2 2022Q3 20236
Claro Advisors LLC 510.16%0.22%0.25%Q4 2018Q3 20236
INVESTMENT MANAGEMENT OF VIRGINIA LLC 660.39%0.63%0.74%Q4 2021Q1 20236
Financial Management Professionals, Inc. 510.00%0.01%0.01%Q2 2018Q4 20216
ROWLAND CARMICHAEL ADVISORS INC /ADV 660.01%0.89%2.72%Q2 2018Q3 20196
Clearwater Capital Advisors, LLC 660.04%0.06%0.08%Q2 2018Q3 20196
Karp Capital Management Corp 510.00%0.34%0.57%Q1 2021Q3 20226
THOMPSON SIEGEL & WALMSLEY LLC 660.00%0.00%0.01%Q2 2018Q3 20196
TOWNSQUARE CAPITAL LLC 420.01%0.04%0.12%Q1 2021Q3 20236
Peregrine Asset Advisers, Inc. 660.69%4.56%10.16%Q2 2022Q3 20236
IMC-Chicago, LLC 420.00%0.01%0.01%Q3 2019Q1 20226
Greenfield Savings Bank 420.56%0.64%0.70%Q2 2022Q4 20236
SFG Wealth Management, LLC. 660.25%0.32%0.38%Q4 2021Q1 20236
McCarthy Asset Management, Inc. 660.00%0.00%0.01%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
CAROLINAS WEALTH CONSULTING LLC 310.00%0.42%0.93%Q1 2021Q3 20236
BB&T SECURITIES, LLC 660.16%0.30%0.69%Q2 2018Q3 20196
Selective Wealth Management, Inc. 660.04%0.15%0.32%Q2 2021Q3 20226
Advisory Resource Group 660.27%0.33%0.36%Q4 2018Q1 20206
Friedenthal Financial 660.84%2.03%2.43%Q4 2021Q1 20236
First Western Trust Bank 660.01%0.02%0.02%Q1 2022Q2 20236
Red Door Wealth Management, LLC 310.03%0.26%0.56%Q1 2020Q3 20236
Raleigh Capital Management Inc. 330.10%0.23%0.68%Q4 2021Q3 20236
Harbor Group, Inc. 510.11%0.14%0.15%Q1 2021Q2 20236
McElhenny Sheffield Capital Management, LLC 410.09%0.55%1.49%Q3 2021Q3 20236
GREENWOOD CAPITAL ASSOCIATES LLC 210.05%0.29%0.88%Q2 2020Q3 20236
Verition Fund Management LLC 310.00%0.05%0.17%Q1 2019Q3 20236
Almanack Investment Partners, LLC. 660.20%0.38%0.47%Q1 2021Q2 20226
Y-Intercept (Hong Kong) Ltd 220.03%0.11%0.18%Q4 2021Q3 20236
Van Hulzen Asset Management, LLC 310.02%0.05%0.07%Q1 2021Q3 20236
RWA WEALTH PARTNERS, LLC 510.00%0.01%0.02%Q2 2018Q3 20236
Lansing Street Advisors 660.58%1.76%2.38%Q1 2022Q2 20236
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 660.01%0.02%0.05%Q1 2020Q2 20216
Crown Wealth Group, LLC 420.18%0.24%0.28%Q4 2021Q3 20236
ORSER CAPITAL MANAGEMENT, LLC 510.12%0.14%0.20%Q1 2021Q2 20236
Capital Advantage, Inc. 660.08%0.10%0.15%Q4 2019Q1 20216
MEANS INVESTMENT CO., INC. 660.04%0.05%0.06%Q2 2022Q3 20236
Taylor Hoffman Wealth Management 510.01%0.02%0.02%Q4 2018Q2 20206
Objective Capital Management, LLC 660.21%0.22%0.24%Q2 2022Q3 20236
Stratos Wealth Advisors, LLC 310.02%0.05%0.18%Q1 2020Q3 20236
LIBERTY WEALTH MANAGEMENT LLC 420.01%0.21%1.12%Q2 2019Q4 20216
Kellett Wealth Advisors, LLC 410.20%5.34%8.35%Q4 2021Q3 20236
Ascent Group, LLC 660.09%0.10%0.11%Q4 2021Q1 20236
Frisch Financial Group, Inc. 662.02%3.08%4.70%Q2 2022Q3 20236
JONES FINANCIAL COMPANIES LLLP 410.00%0.00%0.00%Q3 2020Q2 20236
Avalon Investment & Advisory 660.00%0.01%0.01%Q4 2020Q1 20226
Windsor Creek Advisors, LLC 660.78%1.40%1.67%Q3 2020Q4 20216
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.00%0.02%0.06%Q2 2018Q3 20196
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.46%0.49%0.52%Q3 2018Q4 20196
SOUTH TEXAS MONEY MANAGEMENT LTD 660.01%0.07%0.10%Q2 2018Q3 20196
S.A. Mason LLC 660.05%0.06%0.07%Q2 2021Q3 20226
MorganRosel Wealth Management, LLC 660.14%0.45%1.50%Q2 2022Q3 20236
TimeScale Financial, Inc. 420.00%0.01%0.02%Q1 2021Q2 20236
Stokes Family Office, LLC 660.06%0.07%0.10%Q2 2022Q3 20236
Gresham Partners, LLC 666.17%12.17%18.00%Q4 2018Q1 20206
Sunflower Bank, N.A. 660.08%0.09%0.10%Q4 2020Q1 20226
GRIMES & COMPANY, INC. 420.01%0.80%2.42%Q4 2021Q3 20236
FORVIS Wealth Advisors, LLC 410.01%0.26%1.08%Q4 2021Q3 20236
FDx Advisors, Inc. 210.01%0.03%0.06%Q2 2018Q1 20226
HawsGoodwin Investment Management LLC 310.01%0.04%0.18%Q4 2019Q4 20216
Congress Wealth Management LLC / DE / 420.00%0.01%0.01%Q4 2021Q3 20236
AlphaStar Capital Management, LLC 420.02%0.16%0.49%Q3 2021Q3 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.01%Q4 2020Q1 20226
Arvest Bank Trust Division 660.03%0.74%1.46%Q2 2020Q3 20216
Manning & Napier Group, LLC 420.05%0.10%0.19%Q2 2020Q3 20236
GAMBLE JONES INVESTMENT COUNSEL 420.01%0.02%0.02%Q2 2018Q1 20226
SILVER OAK SECURITIES, INCORPORATED 510.07%0.17%0.30%Q1 2022Q3 20236
Northeast Financial Consultants Inc 420.03%0.05%0.08%Q2 2018Q4 20196
STOCK YARDS BANK & TRUST CO 660.06%0.07%0.09%Q2 2022Q3 20236
VisionPoint Advisory Group, LLC 550.12%0.16%0.20%Q4 2020Q4 20215
Clear Creek Financial Management, LLC 550.33%0.48%0.74%Q3 2022Q3 20235
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2018Q3 20235
Meristem Family Wealth, LLC 550.02%0.03%0.04%Q1 2021Q1 20225
Bernardo Wealth Planning LLC 210.09%0.10%0.10%Q4 2021Q3 20235
PICTON MAHONEY ASSET MANAGEMENT 550.01%0.02%0.03%Q3 2022Q3 20235
Bank Pictet & Cie (Europe) AG 320.02%0.03%0.04%Q2 2018Q2 20215
Kingfisher Capital LLC 550.14%0.17%0.21%Q2 2018Q2 20195
Econ Financial Services Corp 311.34%4.25%6.73%Q4 2018Q4 20225
Strategic Asset Management, LLC 555.98%6.36%7.10%Q3 2021Q3 20225
RGT Wealth Advisors, LLC 410.01%2.70%4.67%Q3 2018Q4 20215
Emerson Wealth, LLC 550.15%0.15%0.16%Q2 2021Q2 20225
Wellington Shields & Co., LLC 320.02%0.11%0.20%Q4 2019Q2 20235
OLD MISSION CAPITAL LLC 210.01%0.21%0.83%Q4 2018Q3 20235
Beacon Pointe Wealth Advisors, LLC 551.43%1.91%2.73%Q4 2018Q4 20195
TITLEIST CAPITAL, LLC 551.10%1.76%2.58%Q4 2021Q4 20225
Soltis Investment Advisors LLC 410.03%0.04%0.05%Q4 2021Q3 20235
GOFEN & GLOSSBERG LLC /IL/ 550.01%0.01%0.01%Q3 2018Q3 20195
Stevard, LLC 550.29%0.34%0.38%Q3 2022Q3 20235
TWO SIGMA ADVISERS, LP 410.00%0.00%0.01%Q2 2018Q1 20235
WILLIAMS JONES & ASSOCIATES LLC 550.10%0.12%0.13%Q2 2018Q2 20195
Beaumont Financial Partners, LLC 550.02%0.06%0.08%Q3 2021Q3 20225
FOCUS Wealth Advisors, LLC 555.76%5.89%6.02%Q2 2021Q2 20225
Argent Advisors, Inc. 550.48%0.57%0.64%Q4 2019Q4 20205
Venturi Wealth Management, LLC 310.00%0.01%0.04%Q1 2019Q3 20235
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 320.00%0.00%0.01%Q3 2019Q3 20235
Stewardship Advisors, LLC 553.49%4.93%6.77%Q3 2022Q3 20235
Greenwich Wealth Management LLC 410.03%0.04%0.05%Q2 2019Q3 20235
Pacific Center for Financial Services 320.00%0.00%0.00%Q2 2022Q3 20235
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 320.00%0.00%0.00%Q2 2022Q3 20235
COBIZ WEALTH, LLC 556.22%6.50%6.80%Q2 2018Q2 20195
RAM Investment Partners, LLC 550.08%0.10%0.13%Q4 2022Q4 20235
Varma Mutual Pension Insurance Co 321.99%4.16%6.00%Q2 2018Q3 20235
MARINO, STRAM & ASSOCIATES LLC 410.02%0.05%0.14%Q2 2018Q3 20235
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 550.17%0.28%0.41%Q1 2020Q1 20215
SOA Wealth Advisors, LLC. 550.01%0.01%0.01%Q3 2022Q3 20235
Capital Advisors Wealth Management, LLC 320.06%0.07%0.08%Q3 2021Q2 20235
Sargent Investment Group, LLC 550.15%0.27%0.41%Q4 2018Q4 20195
WEXFORD CAPITAL LP 210.08%0.87%1.78%Q4 2020Q1 20235
Measured Wealth Private Client Group, LLC 410.08%0.08%0.09%Q3 2018Q3 20215
Jackson Financial Management 550.36%0.43%0.52%Q2 2018Q2 20195
NewEdge Wealth, LLC 410.01%0.04%0.06%Q4 2021Q3 20235
Southland Equity Partners LLC 320.07%0.09%0.10%Q4 2021Q3 20235
MRA Advisory Group 550.33%0.41%0.45%Q1 2022Q1 20235
Centric Wealth Management 310.88%0.97%1.14%Q4 2018Q3 20205
Emery Howard Portfolio Management, Inc. 550.06%0.07%0.07%Q4 2020Q4 20215
Trinity Legacy Partners, LLC 550.09%0.09%0.09%Q2 2021Q2 20225
Davidson Capital Management Inc. 410.00%10.17%13.98%Q4 2019Q4 20225
Rafferty Asset Management, LLC 550.02%0.02%0.02%Q1 2022Q1 20235
Global Assets Advisory, LLC 550.76%0.86%1.17%Q3 2022Q3 20235
FULTON BANK, N.A. 550.02%0.05%0.12%Q4 2022Q4 20235
Tradewinds Capital Management, LLC 550.01%0.01%0.01%Q1 2021Q1 20225
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.05%0.22%0.81%Q2 2018Q3 20235
Fieldpoint Private Securities, LLC 320.00%0.00%0.01%Q2 2019Q4 20215
PagnatoKarp Partners LLC 550.05%0.05%0.06%Q1 2019Q1 20205
CoreCap Advisors, LLC 550.20%0.22%0.23%Q4 2021Q4 20225
Crescent Capital Consulting, LLC 550.66%1.12%1.48%Q4 2020Q4 20215
Compass Wealth Management LLC 554.11%4.35%4.74%Q4 2022Q4 20235
Bell Investment Advisors, Inc 320.04%0.05%0.06%Q3 2021Q4 20225
BOURGEON CAPITAL MANAGEMENT LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Beirne Wealth Consulting Services, LLC 550.40%0.57%0.68%Q4 2018Q4 20195
TWO SIGMA INVESTMENTS, LP 550.00%0.01%0.02%Q2 2018Q2 20195
Savior LLC 550.09%0.33%0.73%Q4 2019Q4 20205
Keel Point, LLC 320.09%0.12%0.17%Q2 2018Q3 20225
OXFORD FINANCIAL GROUP, LTD. LLC 310.00%0.01%0.03%Q1 2020Q2 20235
BARRETT & COMPANY, INC. 550.54%0.60%0.64%Q3 2022Q3 20235
DHK Financial Advisors, Inc. 320.90%0.91%0.93%Q4 2021Q3 20235
My Legacy Advisors, LLC 550.11%0.29%0.60%Q1 2022Q1 20235
JD Financial Services Inc. 557.42%11.13%17.98%Q4 2020Q4 20215
ISLAY CAPITAL MANAGEMENT, LLC 550.01%0.01%0.01%Q4 2019Q4 20205
ROMANO BROTHERS AND COMPANY 550.06%0.07%0.08%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.04%0.06%0.08%Q4 2021Q4 20225
Sequoia Wealth Management, LLC 558.73%9.60%10.62%Q2 2018Q2 20195
Ledge Wealth Management, Inc. 554.42%6.20%9.80%Q3 2022Q3 20235
LITTLE HOUSE CAPITAL LLC 310.08%1.61%2.85%Q2 2020Q3 20225
GIRARD PARTNERS LTD. 550.08%0.08%0.09%Q2 2018Q2 20195
WNY Asset Management, LLC 550.90%1.63%2.29%Q1 2022Q1 20235
Sandbox Financial Partners, LLC 320.12%0.28%0.55%Q4 2021Q3 20235
CM WEALTH ADVISORS LLC 550.44%1.00%1.32%Q2 2022Q2 20235
Walleye Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20235
HARVEST CAPITAL MANAGEMENT INC 559.96%10.89%12.28%Q2 2018Q2 20195
PACIFIC CAPITAL WEALTH ADVISORS, INC 410.03%1.88%3.15%Q3 2020Q3 20235
Wealth Enhancement & Preservation of GA, LLC 321.77%4.86%13.70%Q4 2021Q1 20235
Clearstead Trust, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
TLWM 553.61%6.99%12.56%Q4 2018Q4 20195
Adero Partners, LLC 410.02%0.02%0.03%Q1 2022Q3 20235
Telos Capital Management, Inc. 550.04%0.22%0.33%Q3 2022Q3 20235
IFS Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
IRON Financial LLC 550.15%0.17%0.22%Q3 2018Q3 20195
SignalPoint Asset Management, LLC 320.06%0.07%0.08%Q4 2021Q3 20235
KENFARB & CO. 550.01%0.01%0.01%Q3 2022Q3 20235
Core Wealth Advisors, Inc. 210.00%1.57%7.84%Q4 2019Q3 20235
Concentrum Wealth Management 554.07%4.31%4.80%Q4 2018Q4 20195
M&R CAPITAL MANAGEMENT INC 550.02%0.02%0.02%Q4 2022Q4 20235
ST GERMAIN D J CO INC 310.00%0.01%0.01%Q2 2021Q4 20235
REUTER JAMES WEALTH MANAGEMENT, LLC 310.18%0.34%0.56%Q4 2021Q3 20235
WIN ADVISORS, INC 550.03%1.17%5.49%Q4 2021Q4 20225
55I, LLC 410.01%0.01%0.01%Q2 2021Q3 20225
Private Ocean, LLC 210.00%0.00%0.00%Q4 2021Q2 20235
PICTET BANK & TRUST Ltd 552.79%3.00%3.18%Q2 2020Q2 20215
LWM Advisory Services, LLC 440.42%0.65%0.90%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.04%0.07%0.15%Q4 2018Q3 20234
PATTON FUND MANAGEMENT, INC. 444.14%5.18%6.15%Q4 2022Q3 20234
Fortis Group Advisors, LLC 310.01%0.20%0.27%Q3 2020Q3 20234
CORA CAPITAL ADVISORS LLC 440.53%0.57%0.62%Q4 2022Q3 20234
Financial Partners Group, LLC 440.16%0.30%0.44%Q4 2022Q3 20234
Prentice Wealth Management LLC 310.03%0.04%0.05%Q1 2021Q2 20224
Three Peaks Capital Management, LLC 440.20%0.31%0.36%Q4 2020Q3 20214
CHILTON INVESTMENT CO INC. 440.01%0.03%0.08%Q4 2022Q3 20234
Operose Advisors LLC 310.01%0.02%0.05%Q1 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.04%0.05%0.05%Q4 2022Q3 20234
Procyon Advisors, LLC 310.02%0.05%0.11%Q4 2019Q3 20234
Badgley Phelps Wealth Managers, LLC 440.50%0.52%0.54%Q1 2022Q4 20224
Opal Wealth Advisors, LLC 440.40%0.42%0.44%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
ASB Consultores, LLC 440.60%8.62%15.78%Q4 2022Q3 20234
Tradewinds, LLC. 210.14%0.16%0.17%Q2 2022Q3 20234
Hoover Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q2 20214
Karn, Couzens & Associates, Inc. 440.30%0.37%0.55%Q2 2021Q1 20224
Galvin, Gaustad & Stein, LLC 220.02%0.03%0.04%Q1 2021Q3 20234
HRT FINANCIAL LP 310.04%0.08%0.14%Q1 2022Q3 20234
Moss Adams Wealth Advisors LLC 442.92%3.31%4.37%Q4 2022Q3 20234
Insight Wealth Strategies, LLC 440.03%0.03%0.03%Q2 2021Q1 20224
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
MCF Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GRIES FINANCIAL LLC 310.06%0.07%0.08%Q4 2021Q3 20234
WealthTrust Fairport, LLC 440.08%0.10%0.11%Q2 2018Q1 20194
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Stone House Investment Management, LLC 210.04%3.13%9.24%Q2 2018Q3 20234
Mach-1 Financial Group, LLC 440.03%0.03%0.04%Q4 2021Q3 20224
Tandem Wealth Advisors LLC 440.70%3.22%4.07%Q4 2022Q3 20234
JOURNEY STRATEGIC WEALTH LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Better Money Decisions, LLC 310.12%0.19%0.24%Q1 2021Q2 20224
AMJ Financial Wealth Management 441.20%1.28%1.41%Q4 2022Q3 20234
Pine Valley Investments Ltd Liability Co 330.04%0.06%0.08%Q1 2023Q3 20234
Cavalier Investments, LLC 440.64%0.75%0.83%Q4 2020Q3 20214
Accurate Wealth Management, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mader & Shannon Wealth Management, Inc. 311.68%5.20%6.66%Q2 2019Q2 20234
Waterford Advisors, LLC 441.36%1.51%1.66%Q4 2022Q3 20234
Phoenix Wealth Advisors 440.04%0.06%0.10%Q4 2020Q3 20214
CITIZENS FINANCIAL GROUP INC/RI 220.01%0.01%0.02%Q1 2020Q3 20234
VERUS CAPITAL PARTNERS, LLC 220.02%0.03%0.04%Q4 2019Q3 20234
Veery Capital, LLC 440.64%0.88%1.06%Q4 2022Q3 20234
Zullo Investment Group, Inc. 440.01%0.01%0.01%Q1 2022Q4 20224
Governors Lane LP 440.08%1.50%2.52%Q4 2021Q3 20224
Byrne Asset Management LLC 440.01%0.08%0.16%Q3 2022Q2 20234
Davis Investment Partners, LLC 4411.06%11.25%11.44%Q4 2022Q3 20234
New England Investment & Retirement Group, Inc. 446.42%8.71%9.66%Q4 2020Q3 20214
COWEN AND COMPANY, LLC 440.06%0.08%0.11%Q4 2020Q3 20214
Empowered Funds, LLC 210.31%0.45%0.56%Q2 2021Q2 20234
White Lighthouse Investment Management Inc. 440.07%0.08%0.10%Q2 2020Q1 20214
ADE, LLC 440.14%0.16%0.17%Q4 2020Q3 20214
Robbins Farley 220.00%0.00%0.00%Q4 2020Q4 20214
Hassell Wealth Management, LLC 440.57%0.60%0.64%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.17%0.34%0.61%Q4 2022Q3 20234
Community Bank, N.A. 440.36%0.58%0.88%Q1 2021Q4 20214
Truadvice, LLC 220.16%0.18%0.20%Q1 2022Q3 20234
Cribstone Capital Management, LLC 440.02%0.02%0.03%Q2 2018Q1 20194
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q3 2021Q3 20234
Garden State Investment Advisory Services LLC 443.20%3.84%4.76%Q4 2022Q3 20234
Headlands Technologies LLC 440.03%0.63%1.09%Q4 2022Q3 20234
SRS Capital Advisors, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Luken Investment Analytics, LLC 443.16%3.62%4.70%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.04%0.08%0.10%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.57%0.62%0.71%Q4 2020Q3 20214
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.34%0.35%0.39%Q4 2022Q3 20234
Gryphon Financial Partners LLC 110.02%0.26%0.94%Q2 2018Q2 20234
Register Financial Advisors LLC 440.28%0.32%0.35%Q4 2022Q3 20234
APPLETON PARTNERS INC/MA 310.02%0.02%0.02%Q1 2022Q4 20234
BASSO CAPITAL MANAGEMENT, L.P. 440.55%0.66%0.80%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 444.94%8.07%13.09%Q4 2022Q3 20234
RKL Wealth Management LLC 440.07%0.10%0.13%Q2 2018Q1 20194
Old North State Trust, LLC 310.01%0.07%0.10%Q3 2018Q3 20194
Fort Sheridan Advisors LLC 440.08%0.09%0.10%Q1 2021Q4 20214
FourThought Financial Partners, LLC 440.07%0.13%0.16%Q4 2022Q3 20234
AVAII WEALTH MANAGEMENT, LLC 220.19%0.35%0.54%Q4 2021Q3 20234
True Link Financial Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
QCM Cayman, Ltd. 210.30%0.79%1.58%Q3 2020Q2 20234
Tanglewood Legacy Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.82%1.65%Q4 2022Q3 20234
Laffer Tengler Investments, Inc. 440.01%0.01%0.02%Q2 2021Q1 20224
Riggs Asset Managment Co. Inc. 310.00%0.00%0.01%Q4 2018Q1 20234
Miller Investment Management, LP 440.24%0.25%0.26%Q4 2022Q3 20234
Fiduciary Trust Co International of Pennsylvania 310.01%0.02%0.06%Q3 2018Q3 20194
Per Stirling Capital Management, LLC. 440.24%0.71%1.96%Q4 2022Q3 20234
tru Independence LLC 440.00%0.03%0.06%Q4 2019Q3 20204
TMD Wealth Management, LLC 440.42%1.98%4.01%Q4 2022Q3 20234
Financial Insights, Inc. 310.43%1.83%3.05%Q3 2022Q3 20234
Fortis Capital Advisors, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Cooper Financial Group 440.11%0.20%0.25%Q2 2021Q1 20224
Lenox Wealth Advisors, LLC 440.01%0.01%0.01%Q2 2019Q1 20204
Pictet North America Advisors SA 440.05%0.36%0.63%Q4 2022Q3 20234
NOESIS CAPITAL MANGEMENT CORP 440.07%0.07%0.07%Q1 2021Q4 20214
Curated Wealth Partners LLC 440.69%1.64%2.22%Q4 2022Q3 20234
All Season Financial Advisors, Inc. 441.71%3.58%4.79%Q2 2021Q1 20224
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.01%Q3 2018Q1 20214
Jupiter Wealth Management LLC 440.23%0.25%0.26%Q1 2019Q4 20194
Legacy Advisors, LLC 220.05%0.09%0.11%Q2 2018Q2 20194
American Financial Advisors, LLC 220.07%0.13%0.19%Q4 2018Q3 20234
JNBA Financial Advisors 310.00%0.00%0.00%Q2 2019Q1 20234
Bigelow Investment Advisors, LLC 440.27%0.27%0.28%Q4 2022Q3 20234
Atlas Wealth LLC 440.22%0.24%0.30%Q4 2022Q3 20234
Personal Wealth Partners 440.02%0.11%0.19%Q1 2019Q4 20194
INSIGNEO ADVISORY SERVICES, LLC 440.12%0.31%0.50%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.21%0.23%0.25%Q4 2022Q3 20234
Migdal Insurance & Financial Holdings Ltd. 440.01%0.01%0.02%Q4 2022Q3 20234
Capital Bank & Trust Co 440.00%0.00%0.00%Q3 2018Q2 20194
Sebold Capital Management, Inc. 4418.81%20.48%21.90%Q4 2022Q3 20234
NOTTINGHAM ADVISORS, INC. 440.30%0.53%0.80%Q1 2021Q4 20214
First County Bank /CT/ 440.23%0.30%0.47%Q4 2022Q3 20234
Breakwater Capital Group 443.61%3.90%4.34%Q4 2022Q3 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 310.00%0.01%0.01%Q1 2022Q3 20234
Park Place Capital Corp 440.04%0.38%0.53%Q4 2022Q3 20234
Worth Asset Management, LLC 220.01%0.53%1.20%Q1 2022Q1 20234
Clarity Financial LLC 310.04%1.50%3.08%Q2 2022Q3 20234
North Star Investment Management Corp. 440.01%0.03%0.04%Q4 2022Q3 20234
RiverTree Advisors, LLC 221.43%2.38%3.04%Q2 2022Q3 20234
Leicht Financial Planning & Wealth Management, Inc. 440.22%1.20%3.81%Q2 2019Q1 20204
Joule Financial, LLC 443.17%8.22%10.30%Q4 2022Q3 20234
Steinberg Global Asset Management 440.22%0.52%0.68%Q2 2018Q1 20194
Spectrum Asset Management, Inc. (NB/CA) 442.54%2.79%3.48%Q4 2022Q3 20234
PVG ASSET MANAGEMENT CORP 211.29%7.13%17.86%Q1 2019Q2 20214
Prosperity Wealth Management, Inc. 440.21%0.31%0.43%Q4 2022Q3 20234
Rossmore Private Capital 440.03%0.03%0.03%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
TKG Advisors, LLC 310.15%0.18%0.24%Q1 2022Q1 20234
BAROMETER CAPITAL MANAGEMENT INC. 310.04%0.11%0.32%Q2 2021Q2 20224
Next Capital Management LLC 440.38%0.50%0.59%Q4 2018Q3 20194
Erickson Financial Group, LLC 441.64%2.03%2.93%Q4 2021Q3 20224
Edge Wealth Management LLC 210.00%0.02%0.05%Q3 2019Q3 20234
Westside Investment Management, Inc. 440.00%0.02%0.02%Q4 2022Q3 20234
Milestone Investment Advisors LLC 441.22%1.37%1.54%Q4 2022Q3 20234
CORNERCAP INVESTMENT COUNSEL INC 310.11%0.12%0.12%Q1 2021Q1 20224
Ethos Financial Group, LLC 440.48%0.58%0.64%Q4 2022Q3 20234
Prosperity Planning, Inc. 440.06%0.07%0.08%Q2 2021Q1 20224
Leelyn Smith, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
Y.D. More Investments Ltd 440.00%0.01%0.01%Q4 2022Q3 20234
FIRST HORIZON CORP 440.17%0.19%0.20%Q3 2020Q2 20214
RiverFront Investment Group, LLC 440.02%1.06%2.07%Q4 2022Q3 20234
KARLINSKI ANDREW C 445.17%6.79%8.33%Q4 2021Q3 20224
Fulcrum Equity Management 310.00%0.30%0.57%Q3 2019Q3 20234
GUGGENHEIM CAPITAL LLC 440.01%0.03%0.05%Q2 2018Q1 20194
Leucadia National 440.09%0.14%0.23%Q4 2022Q3 20234
Holloway Wealth Management, LLC 310.05%0.05%0.05%Q4 2017Q1 20194
Summit Financial Wealth Advisors, LLC 440.75%0.75%0.75%Q4 2022Q3 20234
Blume Capital Management, Inc. 210.00%0.01%0.03%Q1 2020Q1 20234
PRUDENTIAL PLC 310.02%0.04%0.09%Q4 2020Q1 20234
McGlone Suttner Wealth Management, Inc. 440.10%0.11%0.14%Q4 2022Q3 20234
Consolidated Planning Corp 310.66%0.75%0.81%Q2 2022Q3 20234
Coppell Advisory Solutions LLC 210.02%0.04%0.13%Q4 2020Q3 20234
BROGAN FINANCIAL, INC. 440.26%0.30%0.35%Q4 2022Q3 20234
Marks Group Wealth Management, Inc 440.12%0.13%0.14%Q4 2022Q3 20234
TFO Wealth Partners, LLC 220.03%0.05%0.08%Q4 2019Q3 20234
Bleakley Financial Group, LLC 440.41%0.44%0.46%Q4 2022Q3 20234
Blue Investment Partners LLC 445.05%5.72%6.62%Q4 2022Q3 20234
GTS SECURITIES LLC 110.00%0.01%0.01%Q3 2023Q3 20233
LATHROP INVESTMENT MANAGEMENT CORP 330.06%0.06%0.06%Q1 2023Q3 20233
Ruggaard & Associates LLC 334.27%4.40%4.50%Q1 2023Q3 20233
Advisors Capital Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Princeton Global Asset Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Coastwise Capital Group, LLC 330.43%0.45%0.47%Q4 2022Q2 20233
Vanguard Capital Wealth Advisors 210.27%0.42%0.50%Q4 2018Q2 20233
Vertex Planning Partners, LLC 330.33%0.36%0.39%Q1 2023Q3 20233
Relyea Zuckerberg Hanson LLC 330.10%0.10%0.10%Q1 2023Q3 20233
Allegiant Private Advisors, LLC 330.19%0.20%0.21%Q4 2020Q2 20213
Kowal Investment Group, LLC 210.01%0.07%0.10%Q3 2021Q2 20223
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.41%0.79%1.02%Q4 2021Q2 20223
Renasant Bank 330.51%0.60%0.72%Q1 2023Q3 20233
Palo Capital, Inc. 330.40%0.40%0.41%Q2 2018Q4 20183
Psagot Value Holdings Ltd. / (Israel) 210.02%0.24%0.64%Q3 2021Q3 20233
Centiva Capital, LP 210.03%0.13%0.19%Q2 2020Q3 20233
Round Table Services, LLC 330.04%0.04%0.04%Q1 2022Q3 20223
WorthPointe, LLC 210.40%0.42%0.45%Q4 2021Q3 20233
Clark Capital Management Group, Inc. 330.01%0.06%0.09%Q4 2018Q2 20193
River Wealth Advisors LLC 330.01%0.02%0.02%Q2 2018Q4 20183
Hubbell Strickland Wealth Management, LLC 210.12%0.12%0.12%Q4 2021Q2 20233
ERn Financial, LLC 330.09%3.40%5.56%Q3 2021Q1 20223
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q2 2022Q3 20233
BANK HAPOALIM BM 330.05%0.05%0.05%Q2 2019Q4 20193
Consolidated Portfolio Review Corp 330.41%0.45%0.51%Q1 2023Q3 20233
LOWERY THOMAS, LLC 331.74%2.04%2.21%Q1 2023Q3 20233
One Day In July LLC 330.04%0.04%0.04%Q1 2023Q3 20233
CAHABA WEALTH MANAGEMENT, INC. 330.03%0.03%0.03%Q2 2021Q4 20213
SkyView Investment Advisors, LLC 210.45%0.61%0.69%Q4 2022Q3 20233
FIDUCIENT ADVISORS LLC 210.39%3.50%9.68%Q2 2022Q3 20233
ACG Wealth 210.01%0.03%0.04%Q1 2019Q2 20223
Silversage Advisors 330.48%0.50%0.51%Q4 2019Q2 20203
CHOREO, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
BREMER TRUST NATIONAL ASSOCIATION 330.03%0.11%0.15%Q2 2018Q4 20183
Andesa Financial Management Inc. 330.28%0.74%1.52%Q2 2019Q4 20193
Granby Capital Management, LLC 332.70%4.46%5.64%Q4 2020Q2 20213
Novak Financial Planning, LLC 331.65%1.71%1.76%Q4 2020Q2 20213
CFM WEALTH PARTNERS LLC 330.04%0.04%0.04%Q4 2019Q2 20203
NOMURA ASSET MANAGEMENT CO LTD 330.01%0.01%0.01%Q4 2020Q2 20213
West Coast Financial LLC 210.06%0.09%0.10%Q3 2020Q3 20233
JMAC ENTERPRISES LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Clarity Wealth Advisors, LLC 330.87%3.80%5.54%Q4 2019Q2 20203
PCA Investment Advisory Services Inc. 330.77%0.84%0.88%Q1 2023Q3 20233
Allie Family Office LLC 330.37%0.38%0.39%Q2 2022Q4 20223
Avantax Planning Partners, Inc. 110.00%0.01%0.01%Q3 2018Q2 20233
American Planning Services, Inc. 330.47%0.55%0.62%Q4 2021Q2 20223
WealthTrust-Arizona, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Perfromance Wealth Partners, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Richard W. Paul & Associates, LLC 330.73%0.82%0.98%Q1 2023Q3 20233
BEACON INVESTMENT ADVISORY SERVICES, INC. 330.04%0.04%0.04%Q2 2018Q4 20183
NorthRock Partners, LLC 210.02%0.03%0.04%Q3 2021Q3 20233
Balentine LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Blueprint Investment Partners LLC 210.13%0.42%0.68%Q1 2022Q1 20233
BOSTON RESEARCH & MANAGEMENT INC 330.06%0.07%0.08%Q1 2023Q3 20233
BENEDICT FINANCIAL ADVISORS INC 330.06%0.08%0.12%Q3 2021Q1 20223
Cape Investment Advisory, Inc. 330.21%0.22%0.23%Q1 2023Q3 20233
Quantitative Advantage, LLC 333.67%3.84%3.93%Q2 2020Q4 20203
HAP Trading, LLC 210.00%0.03%0.08%Q1 2021Q3 20233
VALLEY FINANCIAL MANAGEMENT, INC. 335.52%6.29%7.61%Q3 2022Q1 20233
TrueWealth Advisors, LLC 330.59%0.99%1.48%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 332.75%2.84%2.96%Q1 2023Q3 20233
Concentric Capital Strategies, LP 331.10%2.06%2.71%Q1 2023Q3 20233
JOYN Advisors, Inc. 330.02%0.02%0.02%Q2 2018Q4 20183
SADOFF INVESTMENT MANAGEMENT LLC 330.02%0.02%0.03%Q4 2018Q2 20193
Blackhawk Capital Partners LLC. 330.13%0.38%0.51%Q3 2021Q1 20223
KRAFT ASSET MANAGEMENT, LLC 210.18%0.23%0.26%Q4 2021Q4 20223
Rezny Wealth Management, Inc. 330.29%6.88%10.58%Q2 2018Q4 20183
WealthPlan Investment Management, LLC 210.09%0.14%0.17%Q1 2022Q4 20223
Turim 21 Investimentos Ltda. 210.33%11.86%22.85%Q2 2021Q3 20233
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Surevest, LLC 330.18%0.19%0.20%Q1 2022Q3 20223
Smith, Salley & Associates 330.02%0.02%0.03%Q4 2022Q2 20233
Raub Brock Capital Management LP 330.12%0.13%0.15%Q2 2019Q4 20193
Cornerstone Advisory, LLC 330.05%0.15%0.21%Q1 2023Q3 20233
Richmond Hill Investments, LLC 331.19%1.52%1.96%Q2 2021Q4 20213
Waterloo Capital, L.P. 331.68%2.09%2.80%Q1 2023Q3 20233
FIRST INTERSTATE BANK 210.08%0.17%0.23%Q4 2022Q3 20233
Coastline Trust Co 330.48%0.75%0.92%Q1 2023Q3 20233
Glaxis Capital Management, LLC 210.38%1.29%2.84%Q4 2021Q2 20233
Legacy Capital Group California, Inc. 330.80%0.89%1.03%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 330.45%0.54%0.67%Q1 2023Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
January Capital Advisors LLC 330.16%0.17%0.18%Q4 2021Q2 20223
CFO4Life Group, LLC 210.10%0.92%2.11%Q2 2018Q3 20193
Northwest Bancshares, Inc. 330.07%0.07%0.08%Q1 2023Q3 20233
MANUFACTURERS LIFE INSURANCE COMPANY, THE 210.00%0.00%0.00%Q2 2018Q2 20203
HSBC HOLDINGS PLC 210.00%0.00%0.00%Q1 2021Q3 20233
WealthStone, Inc. 210.16%0.21%0.24%Q2 2020Q1 20213
BECKER CAPITAL MANAGEMENT INC 330.04%0.04%0.04%Q1 2023Q3 20233
HANSEATIC MANAGEMENT SERVICES INC 330.06%0.16%0.21%Q4 2020Q2 20213
FWL INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2022Q3 20233
RIDGECREST WEALTH PARTNERS, LLC 330.10%0.14%0.16%Q4 2021Q2 20223
CAPITAL MANAGEMENT ASSOCIATES /NY/ 210.95%1.33%1.82%Q1 2022Q2 20233
Successful Portfolios LLC 210.22%0.40%0.49%Q3 2018Q4 20193
Gateway Wealth Partners, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Imprint Wealth LLC 330.48%0.52%0.61%Q1 2023Q3 20233
ARROW FINANCIAL CORP 210.01%0.01%0.01%Q1 2022Q4 20223
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Junto Capital Management LP 213.31%4.00%4.47%Q4 2022Q3 20233
Visionary Asset Management, Inc. 330.11%0.15%0.18%Q2 2018Q4 20183
Squarepoint Ops LLC 110.00%0.06%0.16%Q1 2020Q1 20233
Charter Oak Capital Management, LLC 330.03%0.06%0.08%Q4 2021Q2 20223
HWG Holdings LP 210.01%0.01%0.01%Q2 2018Q1 20193
Mayfair Advisory Group, LLC 330.19%0.21%0.22%Q1 2023Q3 20233
FOSTER DYKEMA CABOT & CO INC/MA 330.11%0.13%0.17%Q1 2023Q3 20233
CWA Asset Management Group, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
PETTYJOHN, WOOD & WHITE, INC 330.05%0.13%0.26%Q1 2023Q3 20233
Eaton Financial Holdings Company, LLC 330.75%1.80%2.35%Q1 2023Q3 20233
Beck Bode, LLC 331.07%1.11%1.17%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
Lake Point Wealth Management 330.02%0.38%1.11%Q4 2018Q2 20193
ZACKS INVESTMENT MANAGEMENT 330.00%0.01%0.01%Q1 2023Q3 20233
HL FINANCIAL SERVICES LLC 330.05%0.05%0.05%Q3 2018Q1 20193
FIRST AMERICAN TRUST, FSB 330.12%0.18%0.21%Q4 2020Q2 20213
Fermata Advisors, LLC 330.23%0.76%1.14%Q1 2021Q3 20213
Pinnacle Private Wealth, LLC 330.95%1.10%1.22%Q4 2021Q2 20223
Hayden Royal, LLC 110.11%0.36%0.67%Q4 2019Q4 20213
Hunting Hill Global Capital, LLC 220.12%0.19%0.28%Q2 2023Q3 20233
Strategic Financial Concepts, LLC 331.59%1.67%1.73%Q1 2023Q3 20233
J2 Capital Management Inc 332.11%2.60%3.47%Q4 2021Q2 20223
Krilogy Financial LLC 210.04%0.19%0.34%Q4 2022Q3 20233
Probabilities Fund Management, LLC 331.29%1.59%2.11%Q2 2018Q4 20183
DELTEC ASSET MANAGEMENT LLC 210.09%1.08%3.00%Q4 2021Q3 20233
Purus Wealth Management, LLC 330.15%0.16%0.18%Q1 2023Q3 20233
Schonfeld Strategic Advisors LLC 210.01%0.19%0.52%Q2 2022Q3 20233
PFG Investments, LLC 330.15%0.20%0.27%Q1 2023Q3 20233
KB FINANCIAL PARTNERS, LLC 210.02%0.27%0.76%Q4 2022Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Engrave Wealth Partners LLC 330.19%0.21%0.24%Q4 2019Q2 20203
BURNEY CO/ 330.01%0.01%0.01%Q3 2021Q1 20223
Horizon Kinetics 330.03%0.03%0.03%Q2 2018Q4 20183
Covenant Asset Management, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Jolley Asset Management, LLC 330.32%0.40%0.47%Q3 2019Q1 20203
Centerpoint Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Allred Capital Management, LLC 110.01%0.01%0.02%Q4 2019Q1 20212
SECURITY NATIONAL TRUST CO 220.03%0.03%0.04%Q4 2019Q1 20202
Lionsbridge Wealth Management LLC 111.76%1.80%1.84%Q4 2019Q3 20232
Montecito Bank & Trust 220.36%0.40%0.44%Q2 2018Q3 20182
Pinnacle Advisory Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Fiduciary Alliance LLC 110.01%0.01%0.02%Q4 2022Q2 20232
South Shore Capital Advisors 221.54%2.24%2.95%Q4 2020Q1 20212
EFG Asset Management (Americas) Corp. 220.05%0.14%0.23%Q2 2023Q3 20232
CONNABLE OFFICE INC 221.29%1.52%1.75%Q2 2023Q3 20232
Cardan Capital Partners, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Total Clarity Wealth Management, Inc. 110.00%0.01%0.01%Q4 2019Q2 20222
FRONTIER INVESTMENT MGMT CO 220.06%0.17%0.27%Q1 2020Q2 20202
PEOPLES BANK /OH 220.17%0.18%0.19%Q4 2022Q1 20232
Fortune Financial Advisors, LLC 221.72%1.77%1.82%Q2 2023Q3 20232
Mendota Financial Group, LLC 2213.77%15.02%16.27%Q2 2023Q3 20232
Premia Global Advisors, LLC 220.44%0.75%1.06%Q2 2018Q3 20182
Blankinship & Foster, LLC 220.14%0.15%0.15%Q3 2020Q4 20202
Gotham Asset Management, LLC 220.01%0.06%0.11%Q2 2023Q3 20232
BANK OF NOVA SCOTIA 220.02%0.02%0.02%Q2 2023Q3 20232
Independence Bank of Kentucky 220.06%0.06%0.06%Q2 2023Q3 20232
ARCADIA INVESTMENT MANAGEMENT CORP/MI 220.07%0.07%0.07%Q2 2018Q3 20182
Cornerstone Wealth Group, LLC 221.85%2.16%2.46%Q2 2022Q3 20222
BEESE FULMER INVESTMENT MANAGEMENT, INC. 220.02%0.02%0.02%Q4 2021Q1 20222
Cerro Pacific Wealth Advisors LLC 110.16%0.30%0.45%Q4 2020Q2 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.04%0.07%0.11%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
MIRABELLA FINANCIAL SERVICES LLP 226.55%8.41%10.27%Q3 2022Q4 20222
Rain Capital Management, LLC 220.06%0.06%0.06%Q1 2021Q2 20212
Lineweaver Wealth Advisors, LLC 220.07%0.09%0.10%Q2 2023Q3 20232
Bridgewater Advisors Inc. 220.12%0.13%0.14%Q2 2021Q3 20212
Rokos Capital Management LLP 220.20%0.23%0.25%Q2 2023Q3 20232
HBW ADVISORY SERVICES LLC 220.26%0.44%0.62%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q2 2018Q2 20202
Risk Paradigm Group, LLC 220.07%0.07%0.07%Q2 2018Q3 20182
Morton Brown Family Wealth, LLC 110.00%0.00%0.01%Q2 2022Q1 20232
PRING TURNER CAPITAL GROUP INC 220.16%0.18%0.19%Q4 2021Q1 20222
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2018Q3 20182
NATIXIS ADVISORS, L.P. 220.01%0.01%0.01%Q2 2023Q3 20232
WPWealth LLP 220.14%0.16%0.17%Q2 2023Q3 20232
BlackDiamond Wealth Management, LLC 220.27%0.28%0.30%Q2 2023Q3 20232
Scissortail Wealth Management, LLC 110.07%0.07%0.07%Q4 2021Q2 20222
Parkside Investments, LLC 220.12%0.21%0.30%Q2 2023Q3 20232
CUMBERLAND ADVISORS INC 221.57%1.89%2.21%Q2 2018Q3 20182
MENORA MIVTACHIM HOLDINGS LTD. 220.00%0.01%0.01%Q2 2023Q3 20232
Virtu Financial LLC 110.01%0.07%0.13%Q1 2019Q3 20192
SpiderRock Advisors, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
INVESTMENT HOUSE LLC 110.26%0.83%1.39%Q4 2021Q3 20232
WestEnd Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
GREENHAVEN ASSOCIATES INC 220.13%0.14%0.15%Q2 2019Q3 20192
Mirae Asset Global Investments Co., Ltd. 110.01%0.02%0.02%Q4 2020Q2 20232
New Republic Capital, LLC 220.59%0.63%0.66%Q1 2023Q2 20232
Ulrich Consultants & Investment Group, LLC 220.43%0.44%0.45%Q4 2022Q1 20232
Financial Gravity Asset Management, Inc. 110.02%0.06%0.09%Q4 2020Q2 20212
Portfolio Strategies, Inc. 220.02%0.02%0.02%Q2 2018Q3 20182
Fortitude Advisory Group L.L.C. 220.05%0.06%0.06%Q4 2021Q1 20222
Strategic Blueprint, LLC 110.01%0.04%0.07%Q2 2021Q3 20232
Ally Financial Inc. 220.10%0.73%1.35%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.24%0.25%0.26%Q1 2023Q3 20232
CMG Global Holdings, LLC 221.76%2.01%2.26%Q2 2023Q3 20232
Capitol Family Office, Inc. 221.06%4.14%7.22%Q2 2023Q3 20232
Ayalon Insurance Comp Ltd. 220.12%0.17%0.21%Q1 2021Q2 20212
Atom Investors LP 220.13%0.18%0.23%Q2 2023Q3 20232
Analyst IMS Investment Management Services Ltd. 220.02%0.02%0.02%Q2 2023Q3 20232
Clientfirst Wealth Management, LLC 220.26%0.68%1.10%Q2 2023Q3 20232
J Arnold Wealth Management Co 220.03%0.07%0.10%Q4 2022Q1 20232
Reynders McVeigh Capital Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Mathes Company, Inc. 220.11%0.11%0.12%Q2 2018Q3 20182
Stratford Consulting, LLC 220.07%0.07%0.07%Q4 2019Q1 20202
Telemetry Investments, L.L.C. 222.24%2.41%2.58%Q4 2020Q1 20212
Polianta Ltd 113.99%5.27%6.55%Q2 2018Q1 20192
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 220.44%0.54%0.64%Q2 2023Q3 20232
SANDERS MORRIS HARRIS LLC 220.27%0.29%0.32%Q2 2023Q3 20232
Chesapeake Wealth Management 220.10%0.10%0.10%Q2 2018Q3 20182
TCWP LLC 220.02%0.03%0.04%Q1 2022Q2 20222
Apriem Advisors 221.53%1.86%2.18%Q2 2018Q3 20182
FMA ADVISORY INC 220.25%0.38%0.51%Q4 2018Q1 20192
ORG Partners LLC 220.01%0.03%0.04%Q2 2023Q3 20232
Northeast Financial Group, Inc. 222.78%3.67%4.55%Q2 2023Q3 20232
DAYMARK WEALTH PARTNERS, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
CUE ADVISORY SERVICES, INC. 220.38%0.40%0.43%Q2 2018Q3 20182
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2020Q3 20232
Kozak & Associates, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.01%0.01%Q2 2018Q3 20182
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Kraft, Davis & Associates, LLC 220.45%0.45%0.46%Q2 2023Q3 20232
DEEPWATER ASSET MANAGEMENT, LLC 220.49%0.62%0.74%Q2 2023Q3 20232
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.10%0.12%0.15%Q2 2023Q3 20232
SMI Advisory Services, LLC 220.08%0.08%0.09%Q4 2022Q1 20232
Sovereign Financial Group, Inc. 220.12%0.12%0.13%Q4 2022Q1 20232
SlateStone Wealth, LLC 110.06%0.10%0.14%Q4 2019Q3 20232
Reynolds Investment Management, Inc. 222.03%2.05%2.08%Q1 2022Q2 20222
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Community Bank & Trust, Waco, Texas 220.07%0.08%0.09%Q1 2022Q2 20222
Charles Schwab Trust Co 220.12%0.12%0.13%Q3 2019Q4 20192
Apexium Financial, LP 220.07%0.08%0.10%Q2 2023Q3 20232
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 220.04%0.05%0.06%Q2 2023Q3 20232
AMUSSEN HUNSAKER ASSOCIATES LLC 220.04%0.06%0.09%Q2 2018Q3 20182
Lunt Capital Management, Inc. 221.48%1.48%1.48%Q2 2023Q3 20232
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
Danda Trouve Investment Management, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Future Financial Wealth Managment LLC 220.15%0.15%0.15%Q4 2021Q1 20222
Ameritas Investment Partners, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q4 2021Q1 20222
Great Lakes Retirement, Inc. 220.11%0.26%0.40%Q4 2019Q1 20202
MORGENS WATERFALL VINTIADIS & CO INC 220.66%0.67%0.69%Q4 2022Q1 20232
Summit Financial, LLC 220.62%0.63%0.64%Q2 2023Q3 20232
BOSTON FAMILY OFFICE LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Artemis Wealth Advisors, LLC 220.03%0.36%0.69%Q1 2021Q2 20212
Index Fund Advisors, Inc. 220.02%0.02%0.03%Q4 2021Q1 20222
BigSur Wealth Management LLC 110.06%0.17%0.28%Q1 2023Q3 20232
Winning Points Advisors, LLC 110.26%0.27%0.29%Q3 2021Q1 20222
Herold Advisors, Inc. 220.10%0.10%0.10%Q2 2023Q3 20232
Planned Solutions, Inc. 220.03%0.03%0.03%Q3 2020Q4 20202
Columbus Macro, LLC 220.40%0.41%0.42%Q1 2022Q2 20222
KLS Professional Advisors Group, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Bangor Savings Bank 220.00%0.00%0.00%Q2 2023Q3 20232
BROWN WEALTH MANAGEMENT, LLC 221.26%2.03%2.81%Q2 2023Q3 20232
Members Trust Co 220.01%0.01%0.01%Q4 2021Q1 20222
Johnson Financial Group, LLC 220.07%0.07%0.07%Q2 2021Q3 20212
MV CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2021Q3 20222
CoreFirst Bank & Trust 220.13%0.32%0.51%Q2 2023Q3 20232
FSC Wealth Advisors, LLC 220.00%3.80%7.61%Q4 2021Q1 20222
Braun-Bostich & Associates Inc. 114.95%5.85%6.75%Q4 2021Q3 20232
KIRR MARBACH & CO LLC /IN/ 220.08%0.08%0.08%Q2 2023Q3 20232
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20192
Coston, McIsaac & Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Source Financial Advisors LLC 220.28%0.28%0.28%Q2 2023Q3 20232
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 220.45%0.90%1.34%Q2 2023Q3 20232
Point Break Capital Management, LLC 220.17%0.32%0.46%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 225.43%5.46%5.49%Q2 2023Q3 20232
Advance Capital Management, Inc. 220.08%1.13%2.18%Q2 2023Q3 20232
CHANNEL WEALTH LLC 220.12%0.12%0.12%Q3 2023Q4 20232
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 220.09%0.12%0.14%Q1 2021Q2 20212
Axim Planning & Wealth 220.09%0.11%0.12%Q2 2022Q3 20222
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Texas Capital Bank Wealth Management Services Inc 110.02%0.02%0.03%Q4 2021Q4 20222
FIR TREE CAPITAL MANAGEMENT LP 221.18%1.84%2.50%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 220.82%0.83%0.83%Q2 2023Q3 20232
NOMURA HOLDINGS INC 110.04%0.04%0.05%Q2 2020Q2 20232
Astoria Portfolio Advisors LLC. 110.20%0.26%0.33%Q1 2022Q2 20232
Charles Carroll Financial Partners, LLC 223.07%3.44%3.81%Q2 2023Q3 20232
DOW CHEMICAL CO /DE/ 2213.34%14.33%15.33%Q2 2023Q3 20232
Allianz Asset Management GmbH 220.02%0.02%0.03%Q3 2020Q4 20202
Meridian Wealth Partners, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
LVW Advisors, LLC 220.09%0.09%0.09%Q2 2021Q3 20212
Americana Partners, LLC 220.19%0.20%0.22%Q1 2021Q2 20212
AVIANCE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Professional Financial Advisors, LLC 220.36%0.74%1.12%Q4 2019Q1 20202
Jackson Wealth Management, LLC 220.29%0.29%0.29%Q2 2018Q3 20182
SG3 Management, LLC 110.11%0.23%0.35%Q1 2021Q1 20212
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.02%0.23%0.44%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.06%0.06%0.06%Q4 2020Q1 20212
BERRY GROUP, LLC 220.18%0.21%0.24%Q3 2020Q4 20202
Knott David M Jr 220.01%0.01%0.01%Q1 2022Q2 20222
BEL AIR INVESTMENT ADVISORS LLC 220.21%0.25%0.29%Q1 2021Q2 20212
MAD RIVER INVESTORS 220.16%0.21%0.26%Q2 2023Q3 20232
Catalyst Wealth Management, LLC 220.43%0.43%0.44%Q4 2022Q1 20232
Calamos Wealth Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Columbia Trust Co 01012016 110.14%0.14%0.14%Q1 2023Q3 20232
Prana Capital Management, LP 110.38%1.44%2.49%Q2 2022Q3 20232
Kaizen Financial Strategies 112.31%3.71%5.11%Q1 2021Q1 20232
EUDAIMONIA ADVISORS LLC 220.19%2.25%4.31%Q4 2021Q1 20222
Ballew Advisors, Inc 220.01%0.01%0.01%Q2 2018Q3 20182
Legacy CG, LLC 222.47%4.43%6.40%Q4 2022Q1 20232
USCA RIA LLC 220.02%0.12%0.22%Q1 2021Q2 20212
CHAPIN DAVIS, INC. 220.40%0.41%0.43%Q4 2022Q1 20232
Financial Enhancement Group LLC 221.44%1.48%1.53%Q4 2022Q1 20232
Sabal Trust CO 220.01%0.01%0.01%Q4 2021Q1 20222
Harbour Capital Advisors, LLC 220.10%0.10%0.10%Q3 2023Q4 20232
PGIM Custom Harvest LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Claybrook Capital, LLC 110.13%0.55%0.98%Q4 2018Q2 20212
KADENSA CAPITAL Ltd 220.54%1.82%3.11%Q2 2023Q3 20232
OVERSEA-CHINESE BANKING Corp Ltd 220.04%0.07%0.10%Q2 2023Q3 20232
Greystone Financial Group, LLC 220.46%0.52%0.57%Q4 2021Q1 20222
Iron Horse Wealth Management, LLC 110.01%0.01%0.02%Q4 2021Q3 20232
TOMPKINS FINANCIAL CORP 220.00%0.00%0.01%Q4 2018Q1 20192
S.C. Financial Services, Inc. 220.27%0.28%0.28%Q4 2021Q1 20222
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.01%0.01%Q4 2019Q4 20232
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 110.58%1.94%3.31%Q4 2018Q1 20222
Avestar Capital, LLC 220.70%0.74%0.78%Q2 2023Q3 20232
PENOBSCOT WEALTH MANAGEMENT 220.19%0.22%0.24%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Foundations Investment Advisors, LLC 110.03%0.04%0.05%Q2 2020Q1 20232
AXS Investments LLC 110.35%0.42%0.49%Q1 2021Q4 20212
Carr Financial Group Corp 220.39%0.50%0.61%Q2 2023Q3 20232
Archford Capital Strategies, LLC 220.03%0.03%0.03%Q1 2019Q2 20192
STEEL GROVE CAPITAL ADVISORS, LLC 220.03%0.14%0.26%Q2 2023Q3 20232
Terra Nova Asset Management LLC 221.16%1.18%1.19%Q4 2022Q1 20232
LEWIS CAPITAL MANAGEMENT, LLC 220.36%0.36%0.37%Q2 2023Q3 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
CADINHA & CO LLC 220.08%0.11%0.14%Q3 2022Q4 20222
SJS Investment Consulting Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.19%0.19%0.19%Q3 2023Q3 20231
ADIRONDACK RETIREMENT SPECIALISTS, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Lighthouse Investment Partners, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
CAPITAL FUND MANAGEMENT S.A. 110.01%0.01%0.01%Q3 2023Q3 20231
Greenhouse Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Corbenic Partners LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Cresta Advisors, Ltd. 110.18%0.18%0.18%Q4 2022Q4 20221
SIX COLUMNS CAPITAL, LP 112.39%2.39%2.39%Q2 2020Q2 20201
MRA Associates USA LLC 110.43%0.43%0.43%Q3 2019Q3 20191
GSG Advisors LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Callan Capital, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Asset Allocation & Management Company, LLC 110.97%0.97%0.97%Q3 2023Q3 20231
Fountainhead AM, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Prosperity Financial Group, Inc. 110.47%0.47%0.47%Q2 2023Q2 20231
HOURGLASS CAPITAL, LLC 111.10%1.10%1.10%Q3 2020Q3 20201
DIMENSION CAPITAL MANAGEMENT LLC 111.07%1.07%1.07%Q3 2023Q3 20231
Family Asset Management, LLC 110.78%0.78%0.78%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
CNB Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Demars Financial Group, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
DC Investments Management, LLC 1113.96%13.96%13.96%Q4 2021Q4 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Marcum Wealth, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
TOTH FINANCIAL ADVISORY CORP 110.01%0.01%0.01%Q2 2018Q2 20181
UBS OCONNOR LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Permanens Capital L.P. 110.05%0.05%0.05%Q4 2020Q4 20201
Synergy Asset Management, LLC 110.49%0.49%0.49%Q4 2022Q4 20221
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.25%0.25%0.25%Q1 2022Q1 20221
SVA Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Designs Corp 110.16%0.16%0.16%Q3 2023Q3 20231
Petrus Trust Company, LTA 111.66%1.66%1.66%Q3 2023Q3 20231
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q1 2020Q1 20201
Mascoma Wealth Management LLC 110.01%0.01%0.01%Q4 2018Q4 20181
CAPITAL PERFORMANCE ADVISORS LLP 110.11%0.11%0.11%Q2 2023Q2 20231
Southern Farm Bureau Life Insurance 118.24%8.24%8.24%Q3 2023Q3 20231
Cyndeo Wealth Partners, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Bricktown Capital, LLC 1110.88%10.88%10.88%Q3 2023Q3 20231
MRP Capital Investments, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Sageworth Trust Co 110.81%0.81%0.81%Q3 2023Q3 20231
Gillson Capital LP 114.43%4.43%4.43%Q3 2023Q3 20231
FundX Investment Group, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
QUATTRO FINANCIAL ADVISORS LLC 110.96%0.96%0.96%Q3 2023Q3 20231
WINTON GROUP Ltd 110.09%0.09%0.09%Q4 2022Q4 20221
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
VIRIDIAN RIA, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Pictet Asset Management Holding SA 110.04%0.04%0.04%Q3 2023Q3 20231
Gyon Technologies Capital Management, LP 110.88%0.88%0.88%Q1 2022Q1 20221
Allen Capital Group, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Navalign, LLC 111.51%1.51%1.51%Q3 2023Q3 20231
RAND WEALTH, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Ardent Capital Management, Inc. 110.74%0.74%0.74%Q3 2023Q3 20231
Zuckerman Investment Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
First City Capital Management, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Stanley-Laman Group, Ltd. 110.05%0.05%0.05%Q3 2019Q3 20191
TTP Investments, Inc. 110.84%0.84%0.84%Q2 2023Q2 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
LFS ASSET MANAGEMENT 110.48%0.48%0.48%Q2 2022Q2 20221
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MILESTONE ASSET MANAGEMENT, LLC 111.12%1.12%1.12%Q4 2022Q4 20221
MGO Private Wealth, LLC 110.41%0.41%0.41%Q3 2022Q3 20221
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.98%0.98%0.98%Q1 2022Q1 20221
Socha Financial Group, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
FURE FINANCIAL CORP 112.83%2.83%2.83%Q4 2020Q4 20201
Rye Brook Capital LLC 114.23%4.23%4.23%Q3 2023Q3 20231
VIAWEALTH, LLC 110.74%0.74%0.74%Q3 2023Q3 20231
Walleye Capital LLC 110.12%0.12%0.12%Q4 2022Q4 20221
WESPAC Advisors, LLC 111.01%1.01%1.01%Q1 2023Q1 20231
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Bayesian Capital Management, LP 110.04%0.04%0.04%Q2 2023Q2 20231
Front Row Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TCG Advisors, LP 110.15%0.15%0.15%Q4 2019Q4 20191
WBH ADVISORY INC 110.19%0.19%0.19%Q3 2023Q3 20231
Clear Perspective Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Evolution Wealth Advisors, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Stellar Capital Management, LLC 111.78%1.78%1.78%Q2 2020Q2 20201
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Horan Capital Advisors, LLC. 110.02%0.02%0.02%Q3 2020Q3 20201
Oak Asset Management, LLC 111.59%1.59%1.59%Q2 2022Q2 20221
Lakeshore Financial Planning, Inc. 116.83%6.83%6.83%Q3 2023Q3 20231
Gainplan LLC 110.68%0.68%0.68%Q4 2022Q4 20221
Resonant Capital Advisors, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
PROFFITT & GOODSON INC 110.02%0.02%0.02%Q3 2023Q3 20231
BINGHAM OSBORN & SCARBOROUGH LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Noked Israel Ltd 116.81%6.81%6.81%Q2 2023Q2 20231
KICKSTAND VENTURES, LLC. 110.46%0.46%0.46%Q3 2023Q3 20231
KPP Advisory Services LLC 110.79%0.79%0.79%Q3 2023Q3 20231
Bremer Bank National Association 110.03%0.03%0.03%Q1 2019Q1 20191
DCM Advisors, LLC 110.25%0.25%0.25%Q4 2020Q4 20201
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
RFP Financial Group LLC 1110.58%10.58%10.58%Q3 2023Q3 20231
Yelin Lapidot Holdings Management Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Claremont Financial Group, Inc. 110.59%0.59%0.59%Q1 2022Q1 20221
Glen Harbor Capital Management LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Colonial River Wealth Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
XR Securities LLC 110.03%0.03%0.03%Q1 2020Q1 20201
WOLVERINE ASSET MANAGEMENT LLC 110.52%0.52%0.52%Q3 2018Q3 20181
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q3 2023Q3 20231
Madison Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Beacon Financial Advisory LLC 110.19%0.19%0.19%Q3 2023Q3 20231
EMG Holdings, L.P. 110.76%0.76%0.76%Q1 2023Q1 20231
PERSONAL CFO SOLUTIONS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Cadent Capital Advisors, LLC 114.64%4.64%4.64%Q3 2023Q3 20231
Luxor Capital Group, LP 111.43%1.43%1.43%Q4 2022Q4 20221
PRW Wealth Management LLC 110.10%0.10%0.10%Q2 2021Q2 20211
BEDEL FINANCIAL CONSULTING INC 110.05%0.05%0.05%Q3 2023Q3 20231
B. Riley Financial, Inc. 110.76%0.76%0.76%Q2 2018Q2 20181
Hibernia Wealth Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Next Level Private LLC 110.26%0.26%0.26%Q2 2022Q2 20221
EA Series Trust 110.56%0.56%0.56%Q2 2023Q2 20231
Heritage Financial Services, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Cypress Capital, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Community Capital Management, LLC 110.56%0.56%0.56%Q2 2020Q2 20201
Austin Wealth Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
WADDELL & ASSOCIATES, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Legacy Financial Strategies, LLC 110.30%0.30%0.30%Q2 2018Q2 20181
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Alden Global Capital LLC 1126.76%26.76%26.76%Q2 2023Q2 20231
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
SYM FINANCIAL Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Pathlight Investors LLC 110.98%0.98%0.98%Q4 2018Q4 20181
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q2 2018Q2 20181
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
TCG Advisory Services, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
BELLEVUE ASSET MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Reliant Wealth Planning 110.29%0.29%0.29%Q2 2023Q2 20231
Melqart Asset Management (UK) Ltd 1112.07%12.07%12.07%Q2 2023Q2 20231
HARTLINE INVESTMENT CORP/ 110.33%0.33%0.33%Q3 2022Q3 20221
Clal Insurance Enterprises Holdings Ltd 1112.79%12.79%12.79%Q2 2023Q2 20231
Lucia Wealth Services, LLC 110.08%0.08%0.08%Q2 2019Q2 20191
Private Wealth Partners, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Blue Sky Asset Management, LLC 111.81%1.81%1.81%Q2 2018Q2 20181
SCHARF INVESTMENTS, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Rappaport Reiches Capital Management, LLC 110.31%0.31%0.31%Q1 2022Q1 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Urban Wealth Management, LLC 110.48%0.48%0.48%Q4 2020Q4 20201
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
LexAurum Advisors, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Arlington Partners LLC 110.06%0.06%0.06%Q1 2021Q1 20211
ENZI WEALTH 110.18%0.18%0.18%Q3 2022Q3 20221
Flagship Private Wealth, LLC 110.77%0.77%0.77%Q3 2023Q3 20231
New England Capital Financial Advisors LLC 119.79%9.79%9.79%Q3 2023Q3 20231
NORWOOD FINANCIAL CORP 110.02%0.02%0.02%Q3 2022Q3 20221
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Howard Capital Management Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
YHB Investment Advisors, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
AGF MANAGEMENT LTD 110.01%0.01%0.01%Q3 2023Q3 20231
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Harvest Investment Services, LLC 110.43%0.43%0.43%Q1 2019Q1 20191
Paradigm Financial Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CMH Wealth Management LLC 110.12%0.12%0.12%Q1 2022Q1 20221
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
EFG CAPITAL INTERNATIONAL CORP. 110.05%0.05%0.05%Q2 2023Q2 20231
Canton Hathaway, LLC 110.18%0.18%0.18%Q3 2021Q3 20211
Adams Asset Advisors, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Otter Creek Advisors, LLC 113.16%3.16%3.16%Q4 2021Q4 20211
Shamrock Asset Management LLC 110.05%0.05%0.05%Q4 2018Q4 20181
CITY HOLDING CO 110.00%0.00%0.00%Q2 2021Q2 20211
Pacific Sage Partners, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Faithward Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Alaska Permanent Fund Corp 110.09%0.09%0.09%Q3 2023Q3 20231
PATTON ALBERTSON MILLER GROUP, LLC 110.24%0.24%0.24%Q2 2019Q2 20191
Amundi 110.01%0.01%0.01%Q3 2023Q3 20231
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 111.67%1.67%1.67%Q4 2022Q4 20221
Royal Harbor Partners, LLC 113.59%3.59%3.59%Q4 2022Q4 20221
Goodman Financial Corp 110.33%0.33%0.33%Q4 2020Q4 20201
FIRST NATIONAL TRUST CO 110.13%0.13%0.13%Q3 2023Q3 20231
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q2 2018Q2 20181
Hillman Capital Management, Inc. 110.35%0.35%0.35%Q2 2023Q2 20231
TFB Advisors LLC 110.24%0.24%0.24%Q3 2023Q3 20231
LYRICAL ASSET MANAGEMENT LP 110.02%0.02%0.02%Q3 2018Q3 20181
WESTWOOD HOLDINGS GROUP INC 110.26%0.26%0.26%Q3 2023Q3 20231
J.Safra Asset Management Corp 110.07%0.07%0.07%Q3 2023Q3 20231
Ergoteles LLC 110.15%0.15%0.15%Q2 2022Q2 20221
MASON CAPITAL MANAGEMENT LLC 118.18%8.18%8.18%Q1 2021Q1 20211
WCG Wealth Advisors LLC 110.31%0.31%0.31%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Hills Bank & Trust Co 110.02%0.02%0.02%Q3 2023Q3 20231
Drexel Morgan & Co. 110.05%0.05%0.05%Q1 2021Q1 20211
Brookfield Asset Management 110.03%0.03%0.03%Q2 2023Q2 20231
Hamilton Wealth, LLC 116.45%6.45%6.45%Q3 2023Q3 20231
BROADMARK ASSET MANAGEMENT LLC 11100.00%100.00%100.00%Q3 2023Q3 20231
IronBridge Private Wealth, LLC 112.08%2.08%2.08%Q2 2023Q2 20231
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Arcus Capital Partners, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
CAMDEN NATIONAL BANK 110.06%0.06%0.06%Q2 2023Q2 20231
Neuburgh Advisers LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Horrell Capital Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Vise Technologies, Inc. 110.23%0.23%0.23%Q4 2021Q4 20211
VISTA INVESTMENT MANAGEMENT 110.12%0.12%0.12%Q3 2023Q3 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.29%0.29%0.29%Q2 2020Q2 20201
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CALIBER WEALTH MANAGEMENT, LLC 1114.75%14.75%14.75%Q1 2023Q1 20231
Townsend & Associates, Inc 110.13%0.13%0.13%Q1 2021Q1 20211
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BlueCrest Capital Management Ltd 110.10%0.10%0.10%Q3 2023Q3 20231
ANGELES WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Boothe Investment Group, Inc. 110.91%0.91%0.91%Q3 2023Q3 20231
Sand Hill Global Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Colonial Trust Co / SC 110.00%0.00%0.00%Q4 2022Q4 20221
SBK Financial, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Congress Park Capital LLC 110.44%0.44%0.44%Q4 2022Q4 20221
Bellecapital International Ltd. 112.38%2.38%2.38%Q3 2023Q3 20231
RTD Financial Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
First Financial Bank - Trust Division 110.74%0.74%0.74%Q4 2023Q4 20231
Capital Group Private Client Services, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Frontier Wealth Management LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 110.36%0.36%0.36%Q4 2022Q4 20221
Atomi Financial Group, Inc. 110.27%0.27%0.27%Q3 2023Q3 20231
MARINER INVESTMENT GROUP LLC 119.37%9.37%9.37%Q3 2020Q3 20201
Ground Swell Capital, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
State of Wyoming 110.41%0.41%0.41%Q2 2021Q2 20211
West Tower Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
GREAT LAKES ADVISORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NEXT Financial Holdings 110.12%0.12%0.12%Q1 2019Q1 20191
PFM Health Sciences, LP 112.38%2.38%2.38%Q2 2023Q2 20231
Price Wealth, LLC 110.24%0.24%0.24%Q1 2020Q1 20201
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
ClearBridge Investments 110.00%0.00%0.00%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Ethic Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
NWI MANAGEMENT LP 111.36%1.36%1.36%Q3 2023Q3 20231
Elequin Capital, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Accredited Investors Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
LGL PARTNERS, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
J. Goldman & Co LP 110.12%0.12%0.12%Q2 2023Q2 20231
Crestline Management, LP 110.36%0.36%0.36%Q3 2022Q3 20221
Oribel Capital Management, LP 111.82%1.82%1.82%Q2 2020Q2 20201
Edgestream Partners, L.P. 110.03%0.03%0.03%Q3 2023Q3 20231
Shilanski & Associates, Inc. 110.10%0.10%0.10%Q3 2022Q3 20221
Garde Capital, Inc. 110.20%0.20%0.20%Q2 2023Q2 20231
Berger Financial Group, Inc 110.06%0.06%0.06%Q3 2023Q3 20231
Castellan Group 110.26%0.26%0.26%Q4 2021Q4 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
DRW Securities, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
RIVERHEAD CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
Flinton Capital Management LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Alpine Global Management, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
BTG Pactual Global Asset Management Ltd 110.47%0.47%0.47%Q1 2023Q1 20231
Investmark Advisory Group LLC 110.42%0.42%0.42%Q4 2022Q4 20221
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sachem Head Capital 117.81%7.81%7.81%Q2 2023Q2 20231
GODSEY & GIBB, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Private Wealth Group, LLC 115.28%5.28%5.28%Q3 2023Q3 20231
Tyers Asset Management LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Safeguard Investment Advisory Group, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
TUDOR INVESTMENT CORP ET AL 110.03%0.03%0.03%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
Paragon Capital Management LLC 110.02%0.02%0.02%Q1 2020Q1 20201
RITTER DANIHER FINANCIAL ADVISORY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Ledyard National Bank 110.02%0.02%0.02%Q3 2023Q3 20231
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q4 2022Q4 20221
Optas, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
WestHill Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Bulldog Investors, LLP 110.01%0.01%0.01%Q1 2019Q1 20191
CARRONADE CAPITAL MANAGEMENT, LP 1110.91%10.91%10.91%Q2 2023Q2 20231
Sonora Investment Management Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
PURSUE WEALTH PARTNERS LLC 110.02%0.02%0.02%Q1 2022Q1 20221
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q2 20221
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Apeiron RIA LLC 110.08%0.08%0.08%Q2 2022Q2 20221
K.J. Harrison & Partners Inc 110.05%0.05%0.05%Q2 2023Q2 20231
RETIREMENT CAPITAL STRATEGIES 110.13%0.13%0.13%Q1 2023Q1 20231
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Pinnacle Wealth Advisors 110.12%0.12%0.12%Q2 2021Q2 20211
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
New Hampshire Trust 110.08%0.08%0.08%Q3 2023Q3 20231
ABLE Financial Group, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
Quantbot Technologies LP 110.06%0.06%0.06%Q2 2021Q2 20211
Lifestyle Asset Management, Inc. 111.27%1.27%1.27%Q1 2023Q1 20231
Proficio Capital Partners LLC 110.08%0.08%0.08%Q1 2019Q1 20191
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Wealthsimple US, Ltd. 110.26%0.26%0.26%Q4 2019Q4 20191
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 111.07%1.07%1.07%Q2 2023Q2 20231
FIL Ltd 110.03%0.03%0.03%Q4 2020Q4 20201
Lavaca Capital LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Financiere des Professionnels - Fonds d,investissement inc. 110.66%0.66%0.66%Q3 2023Q3 20231
Onex Canada Asset Management Inc. 110.14%0.14%0.14%Q3 2021Q3 20211
Ellevest, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
PANORAMIC INVESTMENT ADVISORS, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.24%0.24%0.24%Q3 2023Q3 20231
NovaPoint Capital, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Manhattan West Asset Management, LLC 110.51%0.51%0.51%Q4 2021Q4 20211
Geier Asset Management, Inc. 110.14%0.14%0.14%Q2 2021Q2 20211
MKP Capital Management, L.L.C. 117.17%7.17%7.17%Q3 2023Q3 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Eagle Bay Advisors LLC 110.02%0.02%0.02%Q3 2022Q3 20221
WealthTrust Asset Management, LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Pure Financial Advisors, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
External links

This page lists all the filers that currently own INVESCO EXCHANGE TRADED FD T or have owned INVESCO EXCHANGE TRADED FD T in the past.