INVESCO EXCH TRADED FD TR II shareholder history

Current and past INVESCO EXCH TRADED FD TR II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.00%Q2 2018Q3 202360
Citadel Advisors 22220.00%0.00%0.01%Q2 2018Q3 202360
Cutler Group LLC / CA 1810.00%0.01%0.10%Q4 2018Q3 202345
JANE STREET GROUP, LLC 1010.00%0.00%0.03%Q2 2018Q3 202333
UBS Group AG 22220.00%0.03%0.06%Q2 2018Q3 202328
Sargent Bickham Lagudis LLC 28281.62%2.86%4.46%Q1 2016Q4 202228
Anchor Investment Management, LLC 28280.00%0.01%0.03%Q1 2017Q4 202328
ROYAL BANK OF CANADA 22220.00%0.02%0.06%Q2 2018Q3 202326
HSBC HOLDINGS PLC 1650.00%0.03%0.11%Q2 2018Q3 202325
WOLVERINE TRADING, LLC 910.00%0.00%0.00%Q3 2018Q4 202225
GOLDMAN SACHS GROUP INC 22220.00%0.00%0.01%Q2 2018Q3 202325
WELLS FARGO & COMPANY/MN 22220.00%0.04%0.08%Q2 2018Q3 202324
BANK OF AMERICA CORP /DE/ 22220.00%0.06%0.16%Q2 2018Q3 202324
LPL Financial LLC 22220.00%0.24%0.44%Q2 2018Q3 202324
CREDIT SUISSE AG/ 1920.00%0.01%0.03%Q2 2018Q3 202323
OPTIMUM INVESTMENT ADVISORS 23230.00%0.02%0.07%Q2 2018Q4 202323
WOODMONT INVESTMENT COUNSEL LLC 22220.06%0.42%0.83%Q2 2018Q3 202323
Plante Moran Financial Advisors, LLC 22220.00%0.04%0.07%Q2 2018Q3 202322
New England Private Wealth Advisors LLC 22224.09%5.32%7.88%Q2 2018Q3 202322
Darwin Wealth Management, LLC 22220.09%0.46%1.40%Q2 2018Q3 202322
LANDAAS & CO /WI /ADV 22220.41%0.75%0.99%Q2 2018Q3 202322
Roble, Belko & Company, Inc 22220.02%0.02%0.03%Q2 2018Q3 202322
Cetera Investment Advisers 22220.04%0.13%0.26%Q2 2018Q3 202322
Clearwater Capital Advisors, LLC 22220.08%0.14%0.19%Q2 2018Q3 202322
OGOREK ANTHONY JOSEPH /NY/ /ADV 22220.01%0.01%0.01%Q2 2018Q3 202322
Capital Investment Advisory Services, LLC 22220.31%0.53%0.85%Q2 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.42%0.68%0.91%Q2 2018Q3 202322
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
RMB Capital Management, LLC 22220.15%0.17%0.21%Q2 2018Q3 202322
Seneca House Advisors 22220.20%1.10%3.41%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.02%0.09%Q2 2018Q3 202322
Investors Research Corp 22220.36%0.68%0.98%Q2 2018Q3 202322
Legacy Private Trust Co. 22220.08%0.93%2.56%Q2 2018Q3 202322
Ridgewood Investments LLC 22221.13%2.33%3.51%Q2 2018Q3 202322
NORTHERN TRUST CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
D.A. DAVIDSON & CO. 22220.02%0.03%0.04%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.03%0.06%0.16%Q2 2018Q3 202322
Klingman & Associates, LLC 22220.30%0.61%1.00%Q2 2018Q3 202322
Baird Financial Group, Inc. 22220.01%0.03%0.05%Q2 2018Q3 202322
Bank of New York Mellon Corp 22220.00%0.00%0.01%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.03%0.08%0.26%Q2 2018Q3 202322
Smithfield Trust Co 22220.01%0.01%0.01%Q2 2018Q3 202322
UMB Bank, n.a. 22220.09%0.17%0.30%Q2 2018Q3 202322
Ballast, Inc. 22223.74%4.48%5.06%Q2 2018Q3 202322
OneDigital Investment Advisors LLC 22220.01%0.05%0.18%Q2 2018Q3 202322
StrategIQ Financial Group, LLC 22220.02%0.07%0.13%Q2 2018Q3 202322
Allworth Financial LP 22220.00%0.01%0.03%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.09%0.24%0.52%Q2 2018Q3 202322
NewEdge Advisors, LLC 22220.07%0.19%0.44%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.02%0.04%0.07%Q2 2018Q3 202322
Mariner, LLC 22220.02%0.05%0.12%Q2 2018Q3 202322
FIFTH THIRD BANCORP 22220.00%0.00%0.00%Q2 2018Q3 202322
Creative Planning 22220.01%0.01%0.01%Q2 2018Q3 202322
SouthState Corp 22220.05%0.07%0.08%Q2 2018Q3 202322
BlackRock Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
NVWM, LLC 22220.04%0.40%2.32%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2018Q3 202322
INVESTMENT PARTNERS, LTD. 22220.12%0.32%0.77%Q2 2018Q3 202322
Dynamic Advisor Solutions LLC 22220.02%0.14%0.71%Q2 2018Q3 202322
Moloney Securities Asset Management, LLC 22220.12%0.32%0.72%Q2 2018Q3 202322
LINCOLN NATIONAL CORP 22220.01%0.04%0.05%Q2 2018Q3 202322
NewSquare Capital LLC 22221.06%4.00%6.88%Q2 2018Q3 202322
Wealthcare Advisory Partners LLC 22220.02%0.14%0.28%Q2 2018Q3 202322
First Horizon Advisors, Inc. 22220.00%0.11%0.20%Q2 2018Q3 202322
MARK SHEPTOFF FINANCIAL PLANNING, LLC 22220.03%0.03%0.03%Q2 2018Q3 202322
TELEMUS CAPITAL, LLC 22220.02%0.03%0.08%Q2 2018Q3 202322
D.B. Root & Company, LLC 22220.09%0.88%3.39%Q2 2018Q3 202322
BLAIR WILLIAM & CO/IL 22220.01%0.01%0.02%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 22220.02%0.05%0.12%Q2 2018Q3 202322
VALLEY NATIONAL ADVISERS INC 22220.02%0.02%0.03%Q2 2018Q3 202322
Ausdal Financial Partners, Inc. 22220.45%0.80%1.64%Q2 2018Q3 202322
Gradient Capital Advisors, LLC 22220.18%0.25%0.33%Q2 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.06%0.18%Q2 2018Q3 202322
TLWM 22220.09%0.16%0.30%Q2 2018Q3 202322
PATTEN & PATTEN INC/TN 22220.08%0.10%0.14%Q2 2018Q3 202322
UNITED CAPITAL FINANCIAL ADVISORS, LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
Jackson, Grant Investment Advisers, Inc. 22222.38%3.04%3.96%Q2 2018Q3 202322
Ancora Advisors LLC 22220.02%0.05%0.13%Q2 2018Q3 202322
Sigma Planning Corp 22220.04%0.51%1.86%Q2 2018Q3 202322
IHT Wealth Management, LLC 22220.08%0.22%0.38%Q2 2018Q3 202322
High Falls Advisors, Inc 22220.12%0.22%0.35%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.07%0.14%0.22%Q2 2018Q3 202322
Daiwa Securities Group Inc. 22220.01%0.01%0.02%Q2 2018Q3 202322
McIlrath & Eck, LLC 22220.02%0.08%0.20%Q2 2018Q3 202322
Sound Income Strategies, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
TRUST CO OF VERMONT 22220.03%0.03%0.03%Q2 2018Q3 202322
MORGAN STANLEY 22220.05%0.09%0.16%Q2 2018Q3 202322
HUNTINGTON NATIONAL BANK 22220.13%0.18%0.34%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.05%0.23%1.10%Q2 2018Q3 202322
B. Riley Wealth Advisors, Inc. 22220.06%0.30%0.76%Q2 2018Q3 202322
Financial Advocates Investment Management 22220.03%0.25%0.72%Q2 2018Q3 202322
Steward Partners Investment Advisory, LLC 22220.03%0.05%0.10%Q2 2018Q3 202322
FineMark National Bank & Trust 22220.32%0.66%0.99%Q2 2018Q3 202322
Kendall Capital Management 22220.25%0.72%1.09%Q2 2018Q3 202322
GenTrust, LLC 22220.02%0.07%0.17%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 22220.16%0.20%0.26%Q2 2018Q3 202322
Sandy Spring Bank 22220.00%0.00%0.01%Q2 2018Q3 202322
Harfst & Associates, Inc. 22220.42%0.65%1.01%Q2 2018Q3 202322
KEYBANK NATIONAL ASSOCIATION/OH 22220.00%0.00%0.01%Q2 2018Q3 202322
Harel Insurance Investments & Financial Services Ltd. 22220.02%0.12%0.36%Q2 2018Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.00%0.03%0.13%Q2 2018Q3 202322
LEVEL FOUR ADVISORY SERVICES, LLC 22220.04%0.15%0.30%Q2 2018Q3 202322
Milestone Advisory Partners 22221.52%3.86%6.82%Q2 2018Q3 202322
Brookstone Capital Management 22220.06%2.48%6.73%Q2 2018Q3 202322
Atria Investments, Inc 22220.02%0.17%0.66%Q2 2018Q3 202322
SECURIAN ASSET MANAGEMENT, INC 22220.22%0.56%2.06%Q2 2018Q3 202322
Cetera Advisors LLC 22220.07%0.41%1.21%Q2 2018Q3 202322
Stratos Wealth Partners, LTD. 22220.06%0.20%0.38%Q2 2018Q3 202322
DAVENPORT & Co LLC 22220.00%0.02%0.04%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.04%0.09%0.15%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.06%0.10%0.17%Q2 2018Q3 202322
Csenge Advisory Group 22220.07%1.33%2.50%Q2 2018Q3 202322
Allied Investment Advisors, LLC 22220.22%0.36%0.66%Q2 2018Q3 202322
Waverly Advisors, LLC 22220.03%0.06%0.11%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.00%0.00%0.01%Q2 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.01%0.03%0.08%Q2 2018Q3 202322
IFP Advisors, Inc 1710.00%0.10%0.42%Q1 2016Q3 202322
JFS WEALTH ADVISORS, LLC 22221.34%2.03%3.76%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.06%0.13%0.24%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.20%0.33%0.51%Q2 2018Q3 202322
SEI INVESTMENTS CO 22220.02%0.08%0.14%Q2 2018Q3 202322
Advisory Services Network, LLC 22220.03%0.27%1.36%Q2 2018Q3 202322
WHITTIER TRUST CO 22220.00%0.00%0.00%Q2 2018Q3 202322
Providence First Trust Co 22220.19%0.90%1.60%Q2 2018Q3 202322
CFO4Life Group, LLC 22220.06%0.14%0.24%Q2 2018Q3 202322
AdvisorNet Financial, Inc 22220.01%0.40%0.70%Q2 2018Q3 202322
Santori & Peters, Inc. 22220.67%0.97%1.34%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.11%0.29%0.64%Q2 2018Q3 202322
Gradient Investments LLC 22220.01%3.39%20.22%Q2 2018Q3 202322
SHEETS SMITH WEALTH MANAGEMENT 22220.26%0.36%0.48%Q2 2018Q3 202322
G&S Capital LLC 22220.16%3.22%8.95%Q2 2018Q3 202322
Capital Advisors, Ltd. LLC 22222.06%2.97%3.90%Q2 2018Q3 202322
Gateway Advisory, LLC 22220.04%5.44%24.22%Q2 2018Q3 202322
Biltmore Family Office, LLC 22220.09%0.31%0.77%Q2 2018Q3 202322
SIGNATUREFD, LLC 22220.00%0.23%1.35%Q2 2018Q3 202322
BOK Financial Private Wealth, Inc. 22220.01%0.11%0.29%Q2 2018Q3 202322
Transamerica Financial Advisors, Inc. 22220.68%2.48%4.00%Q2 2018Q3 202322
IFG Advisory, LLC 22220.15%0.66%1.31%Q2 2018Q3 202322
Capital Analysts, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
OPPENHEIMER & CO INC 22220.02%0.06%0.11%Q2 2018Q3 202322
CIBC Private Wealth Group, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
Front Row Advisors LLC 22220.05%0.08%0.09%Q2 2018Q3 202322
Kovack Advisors, Inc. 22220.13%0.20%0.39%Q2 2018Q3 202322
PFG Advisors 22220.21%1.10%2.58%Q2 2018Q3 202322
Jacobi Capital Management LLC 22220.04%0.06%0.13%Q2 2018Q3 202322
Invesco Ltd. 22220.06%0.13%0.22%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.08%0.15%0.30%Q2 2018Q3 202322
Armbruster Capital Management, Inc. 22224.11%5.73%7.01%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.02%0.04%0.07%Q2 2018Q3 202322
HighTower Advisors, LLC 22220.02%0.05%0.09%Q2 2018Q3 202322
GLENMEDE TRUST CO NA 2010.00%0.00%0.01%Q2 2018Q3 202321
AJ WEALTH STRATEGIES, LLC 21210.07%0.30%1.25%Q2 2018Q2 202321
CLEAR INVESTMENT RESEARCH, LLC 21210.16%0.59%1.74%Q3 2018Q3 202321
Bartlett & Co. LLC 860.00%0.01%0.02%Q2 2018Q4 202321
Ameritas Investment Partners, Inc. 1560.00%0.00%0.00%Q2 2018Q3 202321
SCOTIA CAPITAL INC. 21210.02%0.05%0.13%Q3 2018Q3 202321
Vigilant Capital Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
CWM, LLC 1380.02%0.12%0.88%Q2 2018Q3 202321
STEPHENS INC /AR/ 21210.17%0.24%0.38%Q3 2018Q3 202321
JOHNSON INVESTMENT COUNSEL INC 21210.02%0.04%0.05%Q3 2018Q3 202321
TOMPKINS FINANCIAL CORP 1220.00%0.04%0.08%Q2 2018Q4 202321
Founders Capital Management 1380.08%0.11%0.18%Q2 2018Q4 202321
Lido Advisors, LLC 1380.00%0.06%0.24%Q2 2018Q3 202321
MONEYWISE, INC. 1650.68%3.25%6.40%Q2 2018Q3 202321
Bedel Financial Consulting, Inc. 21210.14%0.28%0.40%Q2 2018Q2 202321
AE Wealth Management LLC 21210.02%0.12%0.56%Q3 2018Q3 202321
PINNACLE ASSOCIATES LTD 21210.01%0.01%0.02%Q3 2018Q3 202321
Hilltop Holdings Inc. 21210.04%0.68%1.87%Q3 2018Q3 202321
Kistler-Tiffany Companies, LLC 21210.02%0.03%0.08%Q2 2018Q2 202321
Private Advisor Group, LLC 1920.14%0.41%0.95%Q2 2018Q3 202321
FMR LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
First Command Financial Services, Inc. 21210.12%1.70%5.52%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.07%0.15%Q3 2018Q3 202321
First Command Bank 21210.22%1.87%5.52%Q2 2018Q2 202321
CENTAURUS FINANCIAL, INC. 11100.01%0.30%0.82%Q2 2018Q3 202321
Global Retirement Partners, LLC 1470.00%0.08%0.27%Q2 2018Q3 202321
MGO ONE SEVEN LLC 21210.03%0.19%0.44%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.01%0.01%Q2 2018Q2 202321
Prospera Financial Services Inc 1830.23%2.27%5.72%Q2 2018Q3 202321
BANK OF MONTREAL /CAN/ 1920.00%0.01%0.05%Q2 2018Q3 202321
Keystone Financial Group 1920.06%0.54%1.55%Q2 2018Q3 202321
Parallel Advisors, LLC 21210.00%0.11%0.29%Q3 2018Q3 202321
Tufton Capital Management 21210.05%0.08%0.10%Q3 2018Q3 202321
Pacific Center for Financial Services 1831.14%1.50%2.30%Q2 2018Q3 202321
Veritable, L.P. 21210.01%0.01%0.01%Q2 2018Q2 202321
Nikulski Financial, Inc. 21210.84%1.61%2.99%Q3 2018Q3 202321
Koshinski Asset Management, Inc. 1650.09%0.51%2.08%Q2 2018Q3 202321
FIFTH THIRD SECURITIES, INC. 1560.15%1.99%5.66%Q2 2018Q3 202321
CENTRAL TRUST Co 21210.00%0.00%0.01%Q3 2018Q3 202321
SYNOVUS FINANCIAL CORP 11100.00%0.01%0.02%Q2 2018Q3 202321
Corundum Group, Inc. 2010.48%1.08%2.22%Q2 2018Q3 202321
Strategic Family Wealth Counselors, L.L.C. 20201.83%3.46%6.65%Q4 2018Q3 202320
WEDBUSH SECURITIES INC 20200.03%0.04%0.06%Q4 2018Q3 202320
COLONY GROUP LLC 1280.01%0.06%0.17%Q2 2018Q3 202320
Cornerstone Wealth Management, LLC 1610.03%0.13%0.29%Q2 2018Q3 202320
Allred Capital Management, LLC 20200.31%0.55%1.06%Q4 2018Q3 202320
MinichMacGregor Wealth Management, LLC 1421.68%2.74%4.26%Q2 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20200.12%0.27%0.40%Q4 2018Q3 202320
TFG Advisers LLC 20200.36%0.48%0.61%Q4 2018Q3 202320
MorganRosel Wealth Management, LLC 20200.68%2.93%7.71%Q4 2018Q3 202320
Global Trust Asset Management, LLC 20200.00%0.21%1.04%Q4 2018Q3 202320
Crestwood Advisors Group, LLC 20200.02%0.05%0.10%Q2 2018Q1 202320
Estate Counselors, LLC 20200.03%1.16%2.30%Q3 2018Q2 202320
Harvest Investment Services, LLC 20200.92%1.75%6.07%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.06%0.33%0.52%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.14%0.23%0.42%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20200.05%0.07%0.12%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.06%0.09%0.12%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.86%1.16%1.86%Q4 2018Q3 202320
NATIXIS 1640.00%0.01%0.03%Q2 2018Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.17%0.23%0.29%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.07%0.14%0.22%Q4 2018Q3 202320
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 20200.02%0.04%0.08%Q4 2018Q3 202320
Ahrens Investment Partners LLC 20201.50%2.63%3.86%Q2 2018Q1 202320
Essex Savings Bank 20200.08%0.12%0.17%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.03%0.07%Q4 2018Q3 202320
JUNCTURE WEALTH STRATEGIES, LLC 20200.15%1.34%5.78%Q4 2018Q3 202320
Belpointe Asset Management LLC 1820.03%0.47%2.13%Q3 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.12%0.34%Q4 2018Q3 202320
PFS INVESTMENTS INC. 1190.40%1.94%3.76%Q2 2018Q2 202320
TCI Wealth Advisors, Inc. 20200.00%0.01%0.08%Q2 2018Q1 202320
V Wealth Advisors LLC 1190.14%0.25%0.41%Q2 2018Q2 202320
Wambolt & Associates, LLC 20200.38%0.96%1.58%Q4 2018Q3 202320
Clearstead Advisors, LLC 20200.03%0.05%0.22%Q2 2018Q1 202320
Ellis Investment Partners, LLC 20201.16%4.05%7.47%Q4 2018Q3 202320
Valmark Advisers, Inc. 20200.01%0.01%0.01%Q4 2018Q3 202320
Old North State Trust, LLC 1281.01%1.22%1.69%Q3 2018Q3 202320
CPWM, LLC 19190.50%0.93%1.39%Q1 2018Q3 202219
TWO SIGMA INVESTMENTS, LP 1630.02%0.10%0.26%Q3 2018Q3 202319
TRUIST FINANCIAL CORP 1720.00%0.03%0.16%Q2 2018Q3 202319
Wolff Financial Management LLC 1090.24%0.68%1.25%Q4 2018Q3 202319
Merriman Wealth Management, LLC 19190.01%0.53%1.46%Q1 2019Q3 202319
Magnus Financial Group LLC 19190.12%0.85%4.68%Q1 2019Q3 202319
HIGHLAND CAPITAL MANAGEMENT, LLC 19190.03%0.04%0.06%Q1 2019Q3 202319
Bogart Wealth, LLC 19190.00%0.30%5.02%Q1 2019Q3 202319
BDO Wealth Advisors, LLC 1180.00%0.01%0.01%Q2 2018Q2 202319
ICONIQ Capital, LLC 19190.00%0.03%0.14%Q1 2019Q3 202319
Lee Financial Co 19190.00%0.00%0.00%Q1 2019Q3 202319
TRUSTCORE FINANCIAL SERVICES, LLC 19190.00%0.04%0.11%Q2 2018Q4 202219
Princeton Global Asset Management LLC 19190.00%0.09%0.93%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.03%Q1 2019Q3 202319
EP Wealth Advisors, LLC 19190.00%0.08%0.29%Q1 2019Q3 202319
WHITTIER TRUST CO OF NEVADA INC 19190.01%0.01%0.01%Q2 2018Q4 202219
First Heartland Consultants, Inc. 19190.01%0.53%2.28%Q4 2018Q2 202319
Measured Wealth Private Client Group, LLC 1810.00%1.05%6.09%Q3 2018Q3 202319
Archer Investment Corp 1090.05%0.08%0.17%Q4 2018Q3 202319
Joseph P. Lucia & Associates, LLC 19190.44%0.75%1.35%Q1 2019Q3 202319
Realta Investment Advisors 19190.14%0.22%0.36%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.20%0.33%0.59%Q4 2018Q3 202319
Cribstone Capital Management, LLC 19190.01%1.19%4.28%Q2 2018Q4 202219
Robertson Stephens Wealth Management, LLC 1450.02%0.09%0.29%Q4 2018Q3 202319
SRS Capital Advisors, Inc. 1020.01%0.02%0.04%Q3 2018Q3 202319
First PREMIER Bank 19190.12%2.02%2.44%Q1 2019Q3 202319
West Coast Financial LLC 1090.03%2.85%8.77%Q2 2018Q1 202319
Segment Wealth Management, LLC 1450.04%0.05%0.14%Q4 2018Q3 202319
ROTHSCHILD INVESTMENT LLC /IL 18180.03%0.06%0.13%Q2 2019Q3 202318
American Portfolios Advisors 18180.34%0.62%1.23%Q2 2018Q3 202218
PRUDENTIAL FINANCIAL INC 18180.00%0.00%0.00%Q2 2019Q3 202318
KWMG, LLC 18180.04%0.46%0.99%Q2 2019Q3 202318
Tranquility Partners, LLC 18180.72%0.98%1.50%Q2 2019Q3 202318
Private Ocean, LLC 1230.01%0.02%0.04%Q2 2018Q1 202318
Opes Wealth Management LLC 18180.75%1.62%2.35%Q2 2019Q3 202318
MUFG Americas Holdings Corp 18180.00%0.00%0.00%Q2 2018Q3 202218
Corient Capital Partners, LLC 18180.02%0.10%0.17%Q2 2018Q3 202218
Essex Financial Services, Inc. 18180.18%0.58%0.75%Q2 2019Q3 202318
Tower Research Capital LLC (TRC) 710.00%0.11%0.42%Q2 2018Q3 202318
AlphaStar Capital Management, LLC 18180.04%0.56%1.28%Q2 2018Q3 202218
WealthShield Partners, LLC 1170.01%0.36%0.98%Q4 2018Q3 202318
HBK Sorce Advisory LLC 18180.01%0.03%0.07%Q1 2019Q2 202318
Arkos Global Advisors 18180.08%0.89%3.80%Q2 2019Q3 202318
MOSELEY INVESTMENT MANAGEMENT INC 1170.16%0.33%0.82%Q1 2019Q3 202318
Kingsview Wealth Management, LLC 1260.03%0.07%0.21%Q1 2019Q3 202318
Peninsula Wealth, LLC 1080.07%0.12%0.15%Q2 2018Q3 202318
First Personal Financial Services 18180.02%0.05%0.17%Q2 2019Q3 202318
Windsor Wealth Management, Inc. 18180.05%0.14%0.38%Q2 2019Q3 202318
EDMOND DE ROTHSCHILD HOLDING S.A. 18180.00%0.00%0.01%Q2 2019Q3 202318
BOKF, NA 990.01%0.01%0.02%Q1 2019Q3 202318
BECK CAPITAL MANAGEMENT, LLC 18180.37%0.61%1.06%Q2 2018Q3 202218
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.16%0.36%0.77%Q1 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.07%0.08%0.11%Q1 2019Q3 202318
TWO SIGMA ADVISERS, LP 1320.01%0.07%0.18%Q4 2018Q3 202318
BNP PARIBAS FINANCIAL MARKETS 1070.00%0.00%0.00%Q3 2018Q3 202317
Faithward Advisors, LLC 17170.10%0.12%0.21%Q3 2019Q3 202317
ASPIRIANT, LLC 1070.01%0.02%0.06%Q2 2018Q3 202317
CIBC WORLD MARKET INC. 830.00%0.00%0.02%Q4 2018Q3 202317
SUMITOMO MITSUI FINANCIAL GROUP, INC. 17170.00%0.01%0.05%Q3 2019Q3 202317
Laurel Wealth Advisors, Inc. 17170.03%0.08%0.14%Q4 2018Q4 202217
MARINER INDEPENDENT ADVISOR NETWORK, LLC 17170.16%0.26%0.40%Q3 2018Q3 202217
Sowell Financial Services LLC 1020.05%0.47%0.86%Q4 2018Q3 202317
BESSEMER GROUP INC 1520.00%0.00%0.00%Q2 2018Q1 202317
IMA Wealth, Inc. 17170.00%0.22%0.60%Q2 2018Q2 202217
HBW ADVISORY SERVICES LLC 17170.19%0.51%1.44%Q3 2019Q3 202317
Integrated Wealth Concepts LLC 980.01%0.04%0.10%Q4 2018Q3 202317
COMERICA BANK 1410.00%0.01%0.05%Q2 2018Q3 202317
Brinker Capital Investments, LLC 17170.00%0.65%2.30%Q2 2018Q2 202217
MCF Advisors LLC 730.00%0.00%0.01%Q2 2018Q3 202317
Avior Wealth Management, LLC 1070.00%0.02%0.05%Q2 2019Q3 202317
DEUTSCHE BANK AG\ 1610.00%0.00%0.01%Q2 2018Q3 202317
Brick & Kyle, Associates 17170.38%0.44%0.54%Q3 2019Q3 202317
Cerity Partners LLC 1070.00%0.03%0.12%Q2 2018Q3 202317
WT Wealth Management 17170.54%2.85%5.34%Q3 2019Q3 202317
SteelPeak Wealth, LLC 16160.06%0.09%0.14%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16160.49%0.60%0.92%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.30%0.42%0.63%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.01%0.02%0.08%Q4 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.01%0.04%Q4 2019Q3 202316
CALTON & ASSOCIATES, INC. 16160.06%0.36%0.76%Q2 2018Q1 202216
Sequoia Financial Advisors, LLC 820.01%0.01%0.02%Q1 2019Q3 202316
CX Institutional 16160.02%1.16%5.66%Q1 2019Q4 202216
TFO Wealth Partners, LLC 16160.13%0.25%0.81%Q4 2019Q3 202316
Apriem Advisors 1210.00%0.84%7.95%Q2 2018Q3 202316
FIRST AMERICAN TRUST, FSB 730.04%0.09%0.17%Q2 2018Q2 202316
Provident Wealth Management, LLC 16160.00%0.10%0.25%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Sovereign Investment Advisors, LLC 16161.73%2.37%4.40%Q4 2019Q3 202316
Norway Savings Bank 16160.01%0.02%0.04%Q2 2018Q1 202216
Detalus Advisors, LLC 16160.15%1.59%4.27%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.13%0.25%0.48%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.11%0.32%0.41%Q4 2019Q3 202316
Teamwork Financial Advisors, LLC 16160.12%0.27%0.69%Q4 2019Q3 202316
ARGI Investment Services, LLC 1150.01%0.02%0.04%Q4 2018Q4 202216
Equitable Holdings, Inc. 16160.65%0.92%1.31%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.08%0.21%1.28%Q4 2019Q3 202316
NOVARE CAPITAL MANAGEMENT LLC 16160.03%1.76%3.10%Q1 2019Q4 202216
Mine & Arao Wealth Creation & Management, LLC. 16160.07%0.08%0.11%Q4 2019Q3 202316
PETERSON WEALTH MANAGEMENT 16162.55%4.36%6.84%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.03%0.06%0.12%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16160.55%1.38%4.65%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16161.48%2.07%4.23%Q4 2019Q3 202316
Private Capital Group, LLC 16160.01%0.02%0.04%Q2 2018Q1 202216
XML Financial, LLC 16160.17%0.71%1.06%Q4 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1510.02%0.38%2.30%Q4 2018Q3 202316
Carmichael Hill & Associates, Inc. 16160.05%0.06%0.08%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.00%0.02%Q4 2019Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.31%0.41%0.54%Q4 2019Q3 202316
SFMG, LLC 1240.05%0.14%0.41%Q1 2019Q3 202316
Adero Partners, LLC 16160.22%3.62%16.10%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.06%0.14%0.22%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
QUADRANT CAPITAL GROUP LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
HANTZ FINANCIAL SERVICES, INC. 151510.65%12.67%15.03%Q1 2020Q3 202315
SMITH, MOORE & CO. 1320.03%0.04%0.05%Q3 2019Q3 202315
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1410.24%0.88%2.24%Q2 2018Q3 202315
Curbstone Financial Management Corp 15150.14%0.18%0.24%Q3 2019Q1 202315
Migdal Insurance & Financial Holdings Ltd. 710.00%0.01%0.05%Q4 2018Q1 202315
Squarepoint Ops LLC 610.00%0.04%0.13%Q4 2019Q3 202315
StoneX Group Inc. 15150.06%0.30%0.71%Q2 2018Q4 202115
OSAIC HOLDINGS, INC. 15150.09%0.18%0.38%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.02%0.05%Q4 2019Q3 202315
BROWN ADVISORY INC 1410.00%0.00%0.00%Q4 2019Q3 202315
Mutual Advisors, LLC 730.02%0.07%0.61%Q2 2018Q3 202315
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1320.00%0.00%0.05%Q2 2018Q1 202215
Intelligence Driven Advisers, LLC 15150.10%0.79%1.51%Q1 2020Q3 202315
TORONTO DOMINION BANK 1410.00%0.00%0.00%Q2 2019Q1 202315
Carroll Financial Associates, Inc. 15150.14%0.32%0.75%Q2 2018Q4 202115
NEXT Financial Group, Inc 15150.06%0.23%0.59%Q2 2018Q4 202115
Berkshire Money Management, Inc. 870.06%2.75%5.83%Q4 2018Q3 202315
Gray Wealth Management Inc. 15150.43%0.83%1.41%Q1 2020Q3 202315
DOW CHEMICAL CO /DE/ 9617.79%40.06%81.98%Q3 2018Q3 202315
Perigon Wealth Management, LLC 1110.02%0.04%0.09%Q3 2011Q3 202315
Cresset Asset Management, LLC 920.00%0.01%0.02%Q4 2018Q3 202315
Johanson Financial Advisors, Inc. 15150.44%0.59%1.11%Q2 2018Q4 202115
Vectors Research Management, LLC 15150.01%0.02%0.03%Q4 2018Q2 202215
North Star Investment Management Corp. 15150.00%0.03%0.05%Q3 2019Q1 202315
Emery Howard Portfolio Management, Inc. 15150.09%0.11%0.12%Q2 2018Q4 202115
Mission Creek Capital Partners, Inc. 15150.05%0.11%0.18%Q1 2020Q3 202315
Financial Architects, Inc 920.03%0.04%0.08%Q2 2018Q2 202315
Focused Wealth Management, Inc 15150.00%0.00%0.01%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 870.01%0.07%0.26%Q4 2019Q3 202315
Trinity Wealth Management, LLC 1230.92%1.24%2.00%Q4 2019Q3 202315
REILLY FINANCIAL ADVISORS, LLC 15150.00%0.00%0.01%Q2 2018Q4 202115
Symphony Financial, Ltd. Co. 15150.23%0.35%0.46%Q1 2020Q3 202315
F3Logic, LLC 14140.03%1.78%5.49%Q1 2019Q2 202214
Argent Trust Co 14140.03%0.04%0.06%Q2 2018Q3 202114
Silicon Hills Wealth Management, LLC 951.07%3.34%6.44%Q4 2019Q2 202314
PINNACLE FINANCIAL PARTNERS INC 810.00%0.00%0.02%Q2 2018Q4 202214
Northwest Bancshares, Inc. 14140.05%0.11%0.22%Q2 2020Q3 202314
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q2 2018Q2 202314
CVA Family Office, LLC 14140.03%0.05%0.09%Q1 2020Q2 202314
Geller Advisors LLC 860.27%1.45%8.59%Q2 2018Q3 202314
Glassman Wealth Services 1310.01%0.02%0.02%Q2 2018Q4 202114
JNBA Financial Advisors 14140.00%0.00%0.01%Q2 2020Q3 202314
RMR Wealth Builders 910.03%0.08%0.14%Q4 2019Q3 202314
M&T BANK CORP 860.00%0.01%0.02%Q1 2019Q3 202314
Veracity Capital LLC 14140.07%0.81%3.04%Q4 2019Q1 202314
HHM Wealth Advisors, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
HM PAYSON & CO 14140.00%0.00%0.00%Q2 2020Q3 202314
Capital Asset Advisory Services LLC 1220.00%0.81%5.65%Q2 2018Q3 202214
Newport Wealth Strategies, Inc. 14140.49%0.76%1.28%Q2 2018Q3 202114
CreativeOne Wealth, LLC 14140.02%0.03%0.10%Q2 2020Q3 202314
Jaffetilchin Investment Partners, LLC 14140.13%0.25%0.46%Q2 2020Q3 202314
Aptus Capital Advisors, LLC 630.00%0.01%0.02%Q3 2019Q3 202314
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 910.18%0.83%1.01%Q4 2019Q3 202314
Acorn Wealth Advisors, LLC 14141.38%1.93%2.36%Q2 2020Q3 202314
WFA of San Diego, LLC 14140.02%3.83%6.25%Q2 2020Q3 202314
Eudaimonia Partners, LLC 860.05%0.23%0.84%Q4 2019Q3 202314
TSFG, LLC 14140.01%0.05%0.07%Q2 2020Q3 202314
PACIFIC SUN FINANCIAL CORP 610.19%0.27%0.35%Q2 2018Q2 202314
COZAD ASSET MANAGEMENT INC 14140.29%0.52%0.96%Q2 2020Q3 202314
Berkeley Capital Partners, LLC 770.08%0.25%0.50%Q2 2018Q3 202314
J.W. COLE ADVISORS, INC. 810.23%0.36%0.72%Q4 2019Q3 202314
Qube Research & Technologies Ltd 720.00%0.12%0.43%Q4 2019Q3 202314
TWO SIGMA SECURITIES, LLC 420.00%0.02%0.08%Q2 2018Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 1220.00%0.01%0.02%Q2 2018Q3 202314
Choate Investment Advisors 860.01%0.02%0.04%Q1 2020Q3 202314
CAMBRIDGE TRUST CO 14140.01%0.05%0.08%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.02%0.04%0.06%Q1 2019Q2 202214
SHEPHERD KAPLAN KROCHUK, LLC 14143.34%4.39%6.37%Q2 2020Q3 202314
Principle Wealth Partners LLC 1210.01%0.11%0.13%Q2 2020Q3 202313
Wealth Alliance 13130.07%0.10%0.17%Q1 2020Q1 202313
Bison Wealth, LLC 13130.06%0.14%0.25%Q4 2018Q4 202113
Wealth CMT 760.11%0.66%1.93%Q4 2019Q2 202313
Trilogy Capital Inc. 13130.05%0.08%0.11%Q3 2020Q3 202313
Intellectus Partners, LLC 13130.07%0.09%0.12%Q3 2020Q3 202313
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 13130.06%0.12%0.20%Q2 2018Q2 202113
Weaver Consulting Group 820.12%1.11%2.20%Q1 2019Q2 202313
PRIVATE ASSET MANAGEMENT INC 13130.07%0.19%0.75%Q2 2018Q2 202113
Founders Financial Alliance, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Newman Dignan & Sheerar, Inc. 810.01%0.07%0.10%Q2 2019Q3 202313
BARCLAYS PLC 610.00%0.00%0.01%Q2 2018Q2 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.07%0.08%0.10%Q4 2018Q4 202113
COURIER CAPITAL LLC 13130.03%0.03%0.04%Q2 2018Q2 202113
Kestra Advisory Services, LLC 13130.40%0.51%0.72%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.02%0.04%0.05%Q3 2020Q3 202313
Leelyn Smith, LLC 13130.02%0.03%0.05%Q4 2019Q4 202213
GPS Wealth Strategies Group, LLC 13130.37%0.62%1.38%Q3 2020Q3 202313
Advisory Alpha, LLC 910.01%0.07%0.13%Q1 2019Q3 202313
Key FInancial Inc 1210.00%0.00%0.04%Q1 2020Q3 202313
EPG Wealth Management LLC 940.07%0.14%0.27%Q4 2019Q3 202313
ASSETMARK, INC 13130.00%0.00%0.00%Q3 2020Q3 202313
SIMPLEX TRADING, LLC 810.00%0.00%0.00%Q2 2018Q2 202313
Millburn Ridgefield Corp 13130.00%0.00%0.01%Q3 2018Q3 202113
Simplicity Solutions, LLC 1030.01%0.07%0.46%Q3 2018Q3 202313
Providence Capital Advisors, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Snowden Capital Advisors LLC 810.01%0.02%0.04%Q3 2019Q3 202313
Atlas Private Wealth Advisors 760.04%0.25%0.55%Q2 2020Q3 202313
Archford Capital Strategies, LLC 13130.05%0.15%0.27%Q2 2018Q2 202113
Wagner Wealth Management, LLC 1020.06%0.95%2.67%Q2 2018Q1 202312
MASSMUTUAL TRUST CO FSB/ADV 1110.00%0.01%0.02%Q2 2018Q4 202312
Verity Asset Management, Inc. 630.64%1.07%1.46%Q4 2018Q1 202312
TrueWealth Advisors, LLC 12120.17%0.86%4.97%Q4 2020Q3 202312
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
Rede Wealth, LLC 12120.42%0.85%1.39%Q4 2020Q3 202312
Valeo Financial Advisors, LLC 12120.00%0.00%0.01%Q2 2018Q1 202112
West Oak Capital, LLC 12120.01%0.07%0.12%Q2 2018Q1 202112
Sullivan, Bruyette, Speros & Blaney, LLC 12120.05%0.06%0.08%Q2 2018Q1 202112
Well Done, LLC 710.04%0.10%0.15%Q2 2018Q3 202312
Rikoon Group, LLC 12120.20%0.42%0.53%Q2 2018Q1 202112
DHJJ Financial Advisors, Ltd. 12120.44%0.50%0.55%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.29%0.45%1.18%Q4 2020Q3 202312
PROFESSIONAL PLANNING 530.18%0.75%1.22%Q2 2018Q3 202112
People's United Financial, Inc. 12120.06%0.07%0.09%Q2 2019Q1 202212
Ameritas Investment Company, LLC 12120.16%0.48%0.96%Q4 2018Q3 202112
DB Wealth Management Group, LLC 12121.03%1.77%2.57%Q4 2020Q3 202312
Compass Advisory Group LLC 12120.25%0.30%0.35%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 12120.38%0.72%1.39%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.25%1.71%3.36%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.03%Q4 2018Q3 202112
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.08%0.18%Q4 2018Q3 202112
Cassaday & Co Inc. 810.01%1.22%5.87%Q4 2014Q4 202112
Levy Wealth Management Group, LLC 12120.09%0.14%0.19%Q4 2020Q3 202312
Clear Harbor Asset Management, LLC 1110.00%0.11%0.16%Q4 2019Q3 202312
Galvin, Gaustad & Stein, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.22%0.28%0.31%Q4 2020Q3 202312
Merrion Investment Management Co, LLC 12120.36%0.50%0.60%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.05%0.07%0.08%Q4 2020Q3 202312
Arete Wealth Advisors, LLC 710.02%0.05%0.18%Q2 2019Q2 202312
ACG Wealth 1110.03%0.13%0.19%Q2 2018Q2 202212
JANICZEK WEALTH MANAGEMENT, LLC 710.00%0.01%0.02%Q1 2020Q3 202312
Running Point Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Divergent Planning, LLC 12120.15%0.22%0.36%Q4 2020Q3 202312
Falcon Wealth Planning 12120.06%0.10%0.16%Q4 2020Q3 202312
Paloma Partners Management Co 320.01%0.08%0.27%Q1 2019Q2 202312
TruWealth Advisors, LLC 12120.38%0.42%0.56%Q4 2020Q3 202312
GENWORTH FINANCIAL INC 12122.27%27.32%100.00%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12121.35%2.09%3.21%Q4 2020Q3 202312
SEGALL BRYANT & HAMILL, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
FLOW TRADERS U.S. LLC 910.06%0.16%0.36%Q1 2020Q3 202312
Savior LLC 12120.00%0.01%0.04%Q4 2020Q3 202312
Verdence Capital Advisors LLC 930.08%0.12%0.20%Q2 2019Q3 202312
NBT BANK N A /NY 1110.02%0.03%0.03%Q4 2019Q3 202312
MTM Investment Management, LLC 12120.45%0.54%0.60%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.22%0.31%0.46%Q4 2020Q3 202312
Bard Financial Services, Inc. 11110.09%0.10%0.10%Q4 2020Q2 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.45%0.67%1.24%Q4 2019Q2 202211
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1010.24%0.63%0.94%Q4 2018Q3 202311
Aries Wealth Management 11110.20%0.49%0.80%Q1 2019Q3 202111
BOENNING & SCATTERGOOD, INC. 11110.09%0.11%0.14%Q2 2020Q4 202211
Beacon Financial Advisory LLC 11110.14%0.18%0.23%Q1 2021Q3 202311
MEITAV INVESTMENT HOUSE LTD 710.00%0.02%0.06%Q2 2018Q2 202311
Manchester Capital Management LLC 11110.26%0.29%0.34%Q1 2021Q3 202311
Spire Wealth Management 11110.03%0.06%0.14%Q1 2021Q3 202311
RFG Advisory, LLC 650.03%0.28%0.80%Q2 2019Q3 202311
Kaizen Financial Strategies 920.16%0.36%0.90%Q4 2020Q3 202311
FIRST NATIONAL TRUST CO 11110.02%0.04%0.04%Q2 2018Q4 202011
MAI Capital Management 11110.01%0.01%0.01%Q1 2021Q3 202311
Private Advisory Group LLC 1010.04%0.16%0.79%Q1 2020Q3 202311
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 11110.00%0.00%0.00%Q2 2018Q4 202011
M Holdings Securities, Inc. 510.02%0.07%0.19%Q2 2018Q1 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.00%Q3 2019Q3 202311
HCR Wealth Advisors 11110.06%0.09%0.17%Q1 2021Q3 202311
VALICENTI ADVISORY SERVICES INC 11110.08%0.75%1.36%Q1 2021Q3 202311
ROWLAND CARMICHAEL ADVISORS INC /ADV 11110.09%0.13%0.17%Q2 2018Q4 202011
1900 WEALTH MANAGEMENT LLC 11110.04%0.06%0.14%Q4 2020Q2 202311
Ford Financial Group, LLC 510.02%2.35%4.93%Q4 2018Q4 202211
Winslow, Evans & Crocker, Inc. 11110.00%0.03%0.04%Q2 2018Q4 202011
Meristem Family Wealth, LLC 11110.04%0.10%0.20%Q3 2019Q1 202211
Burns Matteson Capital Management, LLC 11114.49%6.61%13.75%Q4 2020Q2 202311
KAYS FINANCIAL ADVISORY CORP /ADV 11110.14%0.62%4.28%Q1 2018Q3 202011
GRIFFIN ASSET MANAGEMENT, INC. 11110.04%0.05%0.06%Q2 2018Q4 202011
CFM WEALTH PARTNERS LLC 11110.06%0.10%0.17%Q4 2019Q2 202211
Litman Gregory Wealth Management LLC 11110.00%0.00%0.01%Q3 2018Q1 202111
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.04%0.12%Q2 2019Q3 202311
Colonial River Wealth Management, LLC 830.32%0.95%2.17%Q4 2020Q3 202311
BEESE FULMER INVESTMENT MANAGEMENT, INC. 10100.03%0.04%0.05%Q2 2018Q3 202010
HighMark Wealth Management LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Burt Wealth Advisors 520.00%0.04%0.11%Q2 2018Q1 202310
Wellesley Investment Partners, LLC 10100.61%0.73%0.85%Q2 2018Q3 202010
Centric Wealth Management 610.49%0.94%2.26%Q4 2018Q3 202210
VICUS CAPITAL 610.02%0.04%0.05%Q1 2020Q2 202310
NORTHSTAR WEALTH PARTNERS LLC 10100.12%0.34%0.41%Q2 2018Q3 202010
Riggs Asset Managment Co. Inc. 10100.00%0.25%0.95%Q4 2020Q1 202310
SG Americas Securities, LLC 730.00%0.01%0.04%Q2 2018Q4 202010
Westside Investment Management, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
Advisors Preferred, LLC 10100.40%0.92%2.06%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.01%0.01%0.03%Q1 2020Q2 202210
Insight Advisors, LLC/ PA 10100.12%0.47%0.97%Q4 2020Q1 202310
Prime Capital Investment Advisors, LLC 710.00%0.01%0.02%Q3 2019Q3 202310
SIMON QUICK ADVISORS, LLC 510.04%0.08%0.18%Q3 2018Q3 202310
Sargent Investment Group, LLC 10100.07%0.11%0.15%Q4 2018Q1 202110
Capital Advisors Wealth Management, LLC 10100.07%0.13%0.17%Q1 2021Q2 202310
LifePlan Financial Group, Inc 10100.12%0.17%0.21%Q2 2018Q3 202010
BAILARD, INC. 10100.01%0.02%0.02%Q2 2021Q3 202310
DUNCKER STREETT & CO INC 910.00%0.00%0.00%Q2 2019Q4 202110
Tempus Wealth Planning, LLC 10100.67%0.89%1.16%Q2 2021Q3 202310
NOESIS CAPITAL MANGEMENT CORP 10100.04%0.07%0.12%Q3 2019Q4 202110
EMFO, LLC 10100.04%0.05%0.14%Q2 2021Q3 202310
FCG ADVISORS, LLC 10100.44%0.66%0.84%Q2 2018Q3 202010
MONEY CONCEPTS CAPITAL CORP 820.02%0.22%0.64%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.05%0.07%Q1 2021Q3 202310
Avidian Wealth Solutions, LLC 640.03%1.69%6.72%Q3 2019Q3 202310
Braun-Bostich & Associates Inc. 10100.46%2.12%4.98%Q2 2018Q3 202010
Whitcomb & Hess, Inc. 10100.08%0.10%0.17%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.10%0.35%0.97%Q4 2020Q1 202310
Northwest Capital Management Inc 10100.18%1.68%2.51%Q2 2021Q3 202310
PSI Advisors, LLC 910.01%0.08%0.68%Q4 2019Q3 202310
SPINNAKER TRUST 10100.16%0.89%1.63%Q2 2021Q3 202310
First Allied Advisory Services, Inc. 10100.05%0.32%0.53%Q2 2018Q3 202010
JTC Employer Solutions Trustee Ltd 10100.07%0.10%0.12%Q2 2021Q3 202310
ACAS, LLC 640.31%0.49%0.56%Q1 2021Q3 202310
AlphaCore Capital LLC 910.00%0.02%0.07%Q4 2019Q3 202310
Strategic Advisors LLC 10100.08%0.28%0.59%Q3 2018Q4 202010
DELTA ASSET MANAGEMENT LLC/TN 10100.00%0.00%0.01%Q2 2019Q3 202110
3D ASSET MANAGEMENT, INC 10100.06%0.24%0.35%Q2 2018Q3 202010
St. Louis Trust Co 640.08%0.17%0.23%Q1 2021Q3 202310
Merit Financial Group, LLC 610.02%0.06%0.29%Q4 2019Q3 202310
GREAT VALLEY ADVISOR GROUP, INC. 550.01%0.05%0.11%Q1 2019Q3 202310
CAHILL FINANCIAL ADVISORS INC 10100.04%0.08%0.12%Q3 2019Q4 202110
ProVise Management Group, LLC 550.02%0.08%0.15%Q1 2019Q4 202110
Deane Retirement Strategies, Inc. 820.00%5.13%6.83%Q2 2020Q2 202310
Solstein Capital, LLC 10100.00%0.25%0.47%Q2 2021Q3 202310
McKinley Carter Wealth Services, Inc. 990.02%0.02%0.03%Q4 2020Q4 20229
GW HENSSLER & ASSOCIATES LTD 810.02%0.02%0.02%Q2 2021Q3 20239
Rathbones Group PLC 990.00%0.01%0.01%Q4 2018Q4 20209
TRUEWEALTH LLC 990.07%0.08%0.09%Q2 2018Q2 20209
Banco BTG Pactual S.A. 660.02%2.59%4.16%Q2 2022Q3 20239
FARMERS & MERCHANTS INVESTMENTS INC 540.00%0.00%0.01%Q1 2019Q3 20239
Beacon Pointe Advisors, LLC 810.01%0.02%0.02%Q2 2021Q3 20239
WMS Partners, LLC 990.30%0.68%0.93%Q2 2018Q2 20209
LS Investment Advisors, LLC 990.00%0.00%0.00%Q2 2018Q2 20209
Apollon Wealth Management, LLC 810.01%0.02%0.04%Q2 2020Q3 20239
Laurel Wealth Advisors LLC 630.00%0.01%0.01%Q2 2019Q1 20229
Chicago Wealth Management, Inc. 540.22%3.68%9.14%Q4 2019Q3 20229
Pinnacle Wealth Management Group, Inc. 991.93%2.67%3.16%Q2 2021Q2 20239
Sound Financial Strategies Group, LLC 810.10%1.61%6.00%Q1 2021Q3 20239
RESOURCES MANAGEMENT CORP /CT/ /ADV 720.00%0.00%0.00%Q3 2018Q1 20219
CAPITAL ONE FINANCIAL CORP 990.09%0.49%1.01%Q1 2020Q1 20229
Castleview Partners, LLC 810.02%0.08%0.11%Q2 2021Q3 20239
PITTENGER & ANDERSON INC 990.00%0.00%0.00%Q2 2018Q2 20209
Kowal Investment Group, LLC 990.00%0.12%0.23%Q3 2021Q3 20239
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 610.85%2.53%5.21%Q1 2019Q3 20239
B. Riley Wealth Management, Inc. 510.00%0.09%0.24%Q4 2018Q2 20229
Private Wealth Group, LLC 720.17%1.68%2.49%Q2 2018Q4 20209
Concorde Asset Management, LLC 720.12%0.35%0.81%Q2 2020Q3 20229
Avantax Planning Partners, Inc. 810.01%0.01%0.01%Q3 2018Q3 20239
ALBION FINANCIAL GROUP /UT 630.01%2.24%8.17%Q3 2019Q4 20219
Bell Rock Capital LLC 720.06%0.11%0.19%Q2 2018Q1 20229
Maryland Capital Management 990.02%0.02%0.03%Q3 2020Q3 20229
Sanford Advisory Services, LLC 990.79%0.90%1.02%Q4 2020Q4 20229
Strategic Blueprint, LLC 810.02%0.03%0.04%Q2 2021Q3 20239
Kalos Management, Inc. 310.10%0.27%0.63%Q2 2019Q1 20239
High Net Worth Advisory Group LLC 990.82%0.87%0.91%Q4 2021Q4 20239
Sage Mountain Advisors LLC 990.09%0.12%0.16%Q3 2021Q3 20239
WBH ADVISORY INC 630.03%0.03%0.04%Q2 2021Q3 20239
West Financial Advisors, LLC 990.05%0.06%0.06%Q4 2020Q4 20229
Ciovacco Capital Management LLC 990.21%0.54%1.34%Q4 2020Q4 20229
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.01%0.08%0.29%Q4 2018Q4 20219
Certified Advisory Corp 990.08%0.12%0.23%Q2 2018Q2 20209
Antonetti Capital Management LLC 990.00%0.05%0.24%Q3 2021Q3 20239
HRT FINANCIAL LP 310.01%0.15%0.81%Q2 2019Q3 20238
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 880.61%0.67%0.87%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC WEALTH, LLC 710.00%0.01%0.07%Q1 2020Q3 20238
Addison Advisors LLC 710.02%0.04%0.05%Q4 2020Q4 20228
Laraway Financial Advisors Inc 881.06%1.15%1.26%Q4 2021Q3 20238
HB Wealth Management, LLC 880.11%0.13%0.16%Q4 2021Q3 20238
OAKWOOD CAPITAL MANAGEMENT LLC/CA 880.18%0.31%0.50%Q4 2018Q3 20208
HFG Advisors, Inc. 880.22%0.26%0.29%Q4 2021Q3 20238
Beaumont Financial Partners, LLC 620.03%0.17%0.25%Q3 2018Q3 20228
Capital Bank & Trust Co 880.00%0.00%0.00%Q2 2018Q1 20208
WEBSTER BANK, N. A. 880.00%0.00%0.00%Q1 2020Q4 20218
Leicht Financial Planning & Wealth Management, Inc. 440.29%4.58%7.13%Q2 2020Q4 20228
O'ROURKE & COMPANY, Inc 885.85%6.49%6.99%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.55%0.65%0.73%Q4 2021Q3 20238
Tatro Capital, LLC 710.16%0.24%0.62%Q1 2020Q1 20228
MFA WEALTH ADVISORS, LLC 710.01%0.44%0.64%Q2 2018Q2 20208
Round Rock Advisors, LLC 880.45%0.56%0.71%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.04%0.07%0.10%Q4 2021Q3 20238
Everhart Financial Group, Inc. 880.13%0.23%0.43%Q4 2020Q3 20228
BRIGHTON JONES LLC 880.04%0.04%0.05%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 880.21%0.30%0.43%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 880.22%0.23%0.25%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.06%0.12%Q4 2021Q3 20238
CHILDRESS CAPITAL ADVISORS, LLC 880.32%0.38%0.43%Q3 2021Q2 20238
OneAscent Wealth Management LLC 710.38%1.00%2.06%Q3 2021Q3 20238
PagnatoKarp Partners LLC 880.18%0.23%0.28%Q2 2018Q1 20208
RHS Financial, LLC 880.22%1.07%1.78%Q4 2018Q3 20208
&PARTNERS 880.22%0.26%0.31%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.01%0.01%0.02%Q4 2021Q3 20238
Operose Advisors LLC 880.04%0.10%0.15%Q4 2021Q3 20238
Orion Capital Management LLC 880.01%0.01%0.02%Q4 2020Q3 20228
Avant Capital LLC 882.58%3.01%3.32%Q4 2021Q3 20238
Renaissance Technologies 410.00%0.00%0.01%Q3 2018Q1 20228
Paragon Private Wealth Management, LLC 880.93%1.11%1.29%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 880.02%0.04%0.05%Q4 2021Q3 20238
WESBANCO BANK INC 420.01%0.01%0.02%Q3 2019Q3 20238
JOYN Advisors, Inc. 880.08%0.10%0.13%Q2 2018Q1 20208
Peak Capital Management LLC 884.54%6.16%7.55%Q2 2018Q1 20208
J Arnold Wealth Management Co 710.10%0.98%4.43%Q4 2019Q4 20218
One Capital Management, LLC 880.03%0.54%1.49%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.22%0.93%1.53%Q4 2021Q3 20238
Baystate Wealth Management LLC 440.00%0.00%0.00%Q4 2019Q3 20238
BANK HAPOALIM BM 880.38%1.05%1.42%Q2 2018Q1 20208
Schrum Private Wealth Management LLC 880.21%0.24%0.26%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Bell Investment Advisors, Inc 622.33%3.25%3.90%Q3 2021Q3 20238
Freestone Capital Holdings, LLC 710.00%0.01%0.01%Q3 2020Q3 20238
Ifrah Financial Services, Inc. 880.14%0.24%0.31%Q2 2018Q1 20208
Modera Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.14%0.19%0.32%Q4 2021Q3 20238
ZACKS INVESTMENT MANAGEMENT 880.01%0.02%0.03%Q4 2021Q3 20238
Baron Financial Group, LLC 880.02%0.02%0.04%Q3 2020Q2 20228
Amplius Wealth Advisors, LLC 880.29%0.72%1.34%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.26%0.31%0.37%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.41%0.51%0.60%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.04%Q4 2021Q3 20238
ATLAS CAPITAL ADVISORS LLC 510.01%0.03%0.05%Q2 2019Q1 20238
Curi Wealth Management, LLC 710.02%0.03%0.07%Q4 2020Q2 20238
PARK AVENUE SECURITIES LLC 880.02%0.03%0.04%Q4 2021Q3 20238
TKG Advisors, LLC 880.33%0.46%0.71%Q4 2021Q3 20238
Reitz Capital Advisors LLC 880.10%1.28%3.39%Q4 2018Q3 20208
SC&H Financial Advisors, Inc. 880.44%0.64%0.83%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.04%0.05%0.06%Q4 2019Q3 20218
Cross Staff Investments Inc 880.33%0.40%0.46%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Advanced Asset Management Advisors Inc 770.06%0.07%0.08%Q1 2019Q3 20207
Paragon Wealth Strategies, LLC 770.34%0.47%0.64%Q2 2018Q4 20197
Financial Services Advisory Inc 434.70%10.81%40.24%Q2 2019Q1 20227
Silverleafe Capital Partners, LLC 772.38%2.90%3.53%Q2 2018Q4 20197
Hoover Financial Advisors, Inc. 770.92%1.92%3.29%Q4 2019Q2 20217
20/20 Capital Management, Inc. 770.08%0.10%0.12%Q4 2019Q2 20217
HOEY INVESTMENTS, INC 770.00%0.00%0.01%Q4 2019Q2 20217
TRUE Private Wealth Advisors 510.01%0.01%0.01%Q3 2018Q4 20207
Advisor Group, Inc. 770.16%0.32%0.45%Q2 2018Q4 20197
Atria Wealth Solutions, Inc. 770.12%0.17%0.21%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.01%0.02%0.03%Q2 2020Q4 20217
OLD MISSION CAPITAL LLC 310.01%0.05%0.09%Q2 2019Q3 20237
Strategic Wealth Investment Group, LLC 770.06%0.13%0.20%Q1 2022Q3 20237
COMERICA SECURITIES,INC. 770.02%0.18%0.34%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.00%0.01%0.02%Q2 2019Q1 20217
Successful Portfolios LLC 770.22%0.26%0.29%Q2 2018Q4 20197
AVALON CAPITAL MANAGEMENT 510.17%3.16%4.59%Q4 2018Q4 20217
Delos Wealth Advisors, LLC 772.62%4.25%4.82%Q1 2022Q3 20237
CITIZENS FINANCIAL GROUP INC/RI 320.00%0.01%0.03%Q3 2018Q3 20237
Y-Intercept (Hong Kong) Ltd 310.02%0.11%0.34%Q1 2021Q3 20237
ICA Group Wealth Management, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
EverSource Wealth Advisors, LLC 770.00%0.02%0.04%Q1 2022Q3 20237
ATTICUS WEALTH MANAGEMENT, LLC 770.01%0.20%0.51%Q1 2022Q3 20237
WELLINGTON MANAGEMENT GROUP LLP 320.00%0.01%0.01%Q3 2019Q2 20237
ABSOLUTE CAPITAL MANAGEMENT, LLC 770.01%2.97%7.56%Q4 2021Q2 20237
Johnson Financial Group, Inc. 430.00%0.00%0.00%Q2 2018Q4 20217
APPLETON PARTNERS INC/MA 520.02%0.03%0.03%Q2 2019Q4 20237
BOSTON FINANCIAL MANGEMENT LLC 770.05%0.05%0.06%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.19%0.22%0.25%Q1 2022Q3 20237
ASHFORD CAPITAL MANAGEMENT INC 770.06%0.57%1.13%Q1 2020Q3 20217
Tyler-Stone Wealth Management 520.30%0.42%0.50%Q4 2021Q3 20237
WINTRUST INVESTMENTS LLC 770.05%0.28%0.36%Q4 2021Q2 20237
Rehmann Capital Advisory Group 210.01%0.02%0.03%Q2 2018Q1 20227
Charles Schwab Investment Advisory, Inc. 770.27%0.34%0.41%Q2 2018Q4 20197
Redwood Financial Network Corp 770.52%0.61%0.71%Q1 2022Q3 20237
Ignite Planners, LLC 430.14%0.20%0.26%Q4 2021Q3 20237
jvl associates llc 410.19%0.21%0.23%Q3 2018Q3 20207
10-15 ASSOCIATES, INC. 770.07%0.45%0.58%Q1 2019Q3 20207
MANUFACTURERS LIFE INSURANCE COMPANY, THE 320.00%0.00%0.00%Q2 2018Q4 20227
Advisor Resource Council 310.05%0.12%0.21%Q2 2021Q3 20237
Aurora Private Wealth, Inc. 770.09%0.13%0.17%Q4 2019Q2 20217
JAMES INVESTMENT RESEARCH INC 320.00%0.02%0.03%Q1 2019Q4 20227
HOLDERNESS INVESTMENTS CO 770.15%0.17%0.20%Q2 2018Q4 20197
IBERIABANK CORP 770.45%0.55%0.74%Q4 2018Q2 20207
Ayalon Insurance Comp Ltd. 770.83%1.39%2.26%Q1 2022Q3 20237
Parallax Volatility Advisers, L.P. 520.00%0.00%0.00%Q2 2018Q4 20207
FundX Investment Group, LLC 770.11%8.36%15.72%Q4 2018Q2 20207
Optimal Asset Management, Inc. 430.00%0.14%0.34%Q4 2019Q3 20217
Quantitative Investment Management, LLC 210.22%0.43%1.06%Q2 2020Q2 20237
Ledge Wealth Management, Inc. 770.14%0.22%0.37%Q1 2022Q3 20237
Diametric Capital, LP 310.40%1.32%2.52%Q2 2020Q3 20237
Baker Avenue Asset Management, LP 430.00%0.22%0.53%Q2 2019Q3 20237
Man Group plc 770.00%0.01%0.02%Q2 2020Q4 20217
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.02%0.02%0.03%Q2 2018Q3 20196
Allianz Asset Management GmbH 310.00%0.01%0.03%Q4 2018Q4 20226
Homrich & Berg 420.01%0.12%0.19%Q1 2020Q3 20216
IAM Advisory, LLC 660.10%0.11%0.13%Q2 2022Q3 20236
Core Wealth Advisors, Inc. 660.00%0.00%0.01%Q4 2019Q1 20216
SECURITY NATIONAL TRUST CO 660.01%0.02%0.02%Q2 2020Q3 20216
Ellevest, Inc. 660.03%0.04%0.05%Q4 2018Q1 20206
Riverpoint Wealth Management Holdings, LLC 660.13%0.51%0.68%Q4 2018Q1 20206
Hudock, Inc. 660.00%0.01%0.02%Q4 2019Q1 20216
Squar Milner Financial Services LLC 310.01%2.48%3.63%Q2 2018Q1 20206
Clarus Wealth Advisors 660.17%2.56%4.25%Q3 2018Q4 20196
EATON VANCE MANAGEMENT 420.00%0.00%0.00%Q2 2018Q4 20216
DUBUQUE BANK & TRUST CO 660.25%0.87%1.14%Q4 2019Q1 20216
Stokes Family Office, LLC 330.02%0.03%0.03%Q4 2021Q2 20236
LMCG INVESTMENTS, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Zhang Financial LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Hanlon Investment Management, Inc. 660.05%0.09%0.15%Q1 2019Q2 20206
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.13%0.23%0.33%Q2 2018Q2 20206
Alaska Wealth Advisors 660.00%0.46%1.14%Q2 2022Q3 20236
FRANKLIN RESOURCES INC 510.00%0.00%0.00%Q4 2021Q2 20236
Willingdon Wealth Management 660.00%0.94%1.84%Q4 2018Q1 20206
CABOT WEALTH MANAGEMENT INC 660.09%0.20%0.23%Q4 2018Q1 20206
NWAM LLC 420.02%0.04%0.04%Q1 2019Q2 20226
Evensky & Katz LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Quantitative Advantage, LLC 510.78%3.41%5.62%Q3 2018Q1 20206
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.03%0.04%0.06%Q2 2022Q3 20236
Wellspring Financial Advisors, LLC 661.40%1.93%2.48%Q2 2022Q3 20236
Stelac Advisory Services LLC 660.07%0.12%0.17%Q4 2018Q1 20206
Elmwood Wealth Management, Inc. 310.00%0.01%0.02%Q2 2018Q4 20216
AXA S.A. 660.02%0.02%0.02%Q2 2018Q3 20196
Horan Securities, Inc. 660.18%0.26%0.42%Q2 2022Q3 20236
BB&T SECURITIES, LLC 660.04%0.21%0.44%Q2 2018Q3 20196
Joule Financial, LLC 660.10%0.14%0.18%Q2 2022Q3 20236
L.M. KOHN & COMPANY 660.18%0.25%0.31%Q1 2022Q2 20236
Intrepid Financial Planning Group LLC 660.38%0.48%0.56%Q2 2022Q3 20236
Richmond Brothers, Inc. 660.33%0.42%0.58%Q4 2021Q1 20236
SUNFLOWER BANK, NA WEALTH MANAGEMENT 330.06%0.07%0.07%Q2 2018Q4 20196
GODSEY & GIBB, INC 420.00%0.01%0.01%Q3 2021Q3 20236
MainStreet Investment Advisors LLC 330.02%0.03%0.04%Q2 2018Q4 20196
Atlas Private Wealth Management, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Guidant Wealth Advisors 660.02%0.03%0.03%Q2 2018Q3 20196
SUNTRUST BANKS INC 660.01%0.03%0.07%Q2 2018Q3 20196
PRIVATE TRUST CO NA 660.04%0.07%0.10%Q2 2022Q3 20236
PERSONAL CFO SOLUTIONS, LLC 420.13%0.20%0.27%Q3 2019Q3 20236
Freedman Financial Associates, Inc. 660.00%0.00%0.01%Q4 2020Q1 20226
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.19%0.38%0.54%Q3 2018Q4 20196
Tradewinds Capital Management, LLC 510.00%0.00%0.00%Q3 2019Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.16%0.24%0.40%Q2 2021Q4 20226
Wade Financial Advisory, Inc 660.14%3.23%8.21%Q1 2020Q2 20216
Regal Investment Advisors LLC 660.02%0.03%0.04%Q3 2021Q4 20226
Householder Group Estate & Retirement Specialist, LLC 413.80%5.53%6.37%Q4 2021Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.21%0.24%0.29%Q2 2022Q3 20236
Weiss Multi-Strategy Advisers LLC 510.02%0.15%0.40%Q2 2019Q4 20226
MA Private Wealth 660.08%0.09%0.10%Q4 2018Q1 20206
COMMERZBANK AKTIENGESELLSCHAFT /FI 660.01%0.02%0.05%Q2 2018Q3 20196
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 410.22%3.41%6.46%Q2 2018Q3 20195
Global Assets Advisory, LLC 552.01%2.36%2.63%Q3 2022Q3 20235
Ruggie Capital Group 410.36%0.84%1.89%Q2 2018Q3 20195
Balboa Wealth Partners 550.08%0.10%0.12%Q3 2022Q3 20235
Virtu Financial LLC 550.02%0.20%0.42%Q2 2018Q2 20195
Vigilare Wealth Management 410.17%0.98%3.13%Q4 2019Q4 20235
Symmetry Partners, LLC 550.11%0.26%0.36%Q2 2020Q2 20215
Pinnacle Wealth Planning Services, Inc. 550.01%0.12%0.18%Q4 2019Q4 20205
Proficio Capital Partners LLC 550.00%0.10%0.26%Q2 2022Q2 20235
Laidlaw Wealth Management LLC 550.04%0.14%0.30%Q4 2020Q4 20215
abrdn plc 550.01%0.02%0.04%Q2 2022Q2 20235
Centennial Wealth Advisory LLC 550.14%0.21%0.33%Q1 2021Q1 20225
Latitude Advisors, LLC 320.11%0.13%0.16%Q3 2021Q3 20235
CGN Advisors LLC 550.06%0.07%0.09%Q4 2020Q4 20215
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 550.22%0.26%0.28%Q2 2019Q2 20205
Gladstone Institutional Advisory LLC 550.02%0.11%0.19%Q1 2022Q1 20235
Stratos Wealth Advisors, LLC 320.12%0.16%0.23%Q4 2021Q3 20235
ROMANO BROTHERS AND COMPANY 550.04%0.05%0.06%Q3 2022Q3 20235
Balentine LLC 5510.77%12.62%14.93%Q3 2022Q3 20235
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 550.03%0.07%0.10%Q1 2020Q1 20215
Perkins Coie Trust Co 550.02%0.02%0.03%Q2 2019Q2 20205
Strategic Asset Management, LLC 550.02%0.03%0.04%Q3 2021Q3 20225
DT Investment Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Security Financial Services, INC. 320.07%0.34%0.58%Q2 2022Q3 20235
Fragasso Group Inc. 550.02%0.05%0.08%Q4 2022Q4 20235
Westhampton Capital, LLC 550.23%0.25%0.26%Q2 2019Q2 20205
PATHSTONE FAMILY OFFICE, LLC 410.00%0.00%0.00%Q1 2020Q3 20235
Destiny Wealth Partners, LLC 410.00%0.02%0.06%Q4 2020Q4 20225
Bank Julius Baer & Co. Ltd, Zurich 320.00%0.03%0.09%Q1 2020Q2 20225
JONES FINANCIAL COMPANIES LLLP 550.00%0.00%0.00%Q3 2022Q3 20235
TRANSATLANTIQUE PRIVATE WEALTH LLC 321.48%1.99%2.28%Q2 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.01%0.02%0.05%Q4 2019Q2 20225
Dorsey Wright & Associates 550.78%1.58%4.47%Q4 2018Q4 20195
Advocacy Wealth Management Services, LLC 550.33%0.43%0.54%Q3 2022Q3 20235
Moors & Cabot, Inc. 410.01%0.02%0.02%Q4 2019Q4 20225
Marietta Wealth Management, LLC 550.08%0.12%0.21%Q4 2018Q4 20195
Heritage Wealth Advisors 550.00%0.00%0.00%Q2 2022Q2 20235
Gratus Capital, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
Schubert & Co 550.10%0.11%0.13%Q1 2022Q1 20235
Lowe Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Tennessee Valley Asset Management Partners 551.00%2.81%4.16%Q3 2022Q3 20235
Trek Financial, LLC 550.05%0.06%0.07%Q1 2019Q1 20205
Bayesian Capital Management, LP 210.04%0.10%0.19%Q4 2019Q2 20235
Transform Wealth, LLC 550.04%0.90%2.80%Q2 2019Q2 20205
LATHROP INVESTMENT MANAGEMENT CORP 550.08%0.09%0.10%Q4 2018Q4 20195
PIN OAK INVESTMENT ADVISORS INC 550.03%0.03%0.03%Q2 2018Q2 20195
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
TimeScale Financial, Inc. 410.00%0.01%0.02%Q2 2019Q3 20205
BTS Asset Management, Inc. 212.89%7.70%13.78%Q4 2019Q2 20235
Lake Hills Wealth Management, LLC 410.15%2.53%7.31%Q1 2022Q3 20235
Trexquant Investment LP 210.01%0.05%0.10%Q3 2020Q3 20235
Arrow Investment Advisors, LLC 555.01%5.41%5.87%Q4 2018Q4 20195
Freedom Investment Management, Inc. 320.06%0.14%0.34%Q2 2022Q3 20235
Teilinger Capital Ltd. 550.27%1.21%1.94%Q3 2022Q3 20235
Pinnacle Wealth Management Advisory Group, LLC 550.15%0.17%0.19%Q4 2018Q4 20195
Leonard Rickey Investment Advisors P.L.L.C. 550.24%0.28%0.29%Q4 2018Q4 20195
WIN ADVISORS, INC 550.01%0.45%2.04%Q4 2021Q4 20225
Rampart Investment Management Company, LLC 210.73%1.58%2.57%Q3 2018Q1 20205
QCM Cayman, Ltd. 310.28%0.78%1.21%Q2 2020Q1 20225
Alpha Cubed Investments, LLC 550.05%0.07%0.08%Q1 2019Q1 20205
GUARDIAN WEALTH ADVISORS, LLC / NC 550.02%0.03%0.03%Q3 2022Q3 20235
PDS Planning, Inc 550.18%0.19%0.20%Q4 2018Q4 20195
SWS Partners 210.57%0.96%1.46%Q2 2019Q4 20205
Compass Financial Group, INC/SD 550.07%0.08%0.09%Q4 2022Q4 20235
Ironwood Financial, llc 550.00%0.01%0.01%Q3 2020Q3 20215
YorkBridge Wealth Partners, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Livingston Group Asset Management CO (operating as Southport Capital Management) 550.92%1.28%1.57%Q4 2019Q4 20205
Socha Financial Group, LLC 550.62%0.72%0.86%Q4 2021Q4 20225
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Horizon Wealth Management, LLC 443.80%8.52%16.97%Q2 2022Q1 20234
Prentice Wealth Management LLC 310.02%0.02%0.03%Q1 2021Q2 20224
Nalls Sherbakoff Group, LLC 310.03%0.04%0.04%Q4 2018Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.16%0.18%0.22%Q4 2022Q3 20234
Crescent Grove Advisors, LLC 440.11%0.11%0.12%Q1 2022Q4 20224
CONTINUUM WEALTH ADVISORS, LLC 440.72%0.92%1.30%Q4 2022Q3 20234
WealthTrust Fairport, LLC 440.01%0.02%0.06%Q2 2018Q1 20194
WEALTHSOURCE PARTNERS, LLC 440.21%0.25%0.31%Q2 2018Q1 20194
MATTERN CAPITAL MANAGEMENT, LLC 440.12%0.57%1.78%Q4 2019Q3 20204
GRAYBILL WEALTH MANAGEMENT, LTD. 440.15%0.25%0.30%Q2 2018Q1 20194
Slow Capital, Inc. 440.14%0.14%0.15%Q2 2019Q1 20204
SageView Advisory Group, LLC 440.14%0.24%0.48%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.42%0.49%0.57%Q4 2022Q3 20234
Global Financial Private Capital, Inc 440.05%0.06%0.06%Q2 2018Q1 20194
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.20%0.60%0.94%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 442.25%2.44%2.77%Q4 2022Q3 20234
Family Capital Management, Inc. 440.21%0.29%0.33%Q4 2022Q3 20234
MRA Associates USA LLC 440.17%0.35%0.53%Q4 2018Q3 20194
Manhattan West Asset Management, LLC 440.06%0.09%0.11%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
FIRST HORIZON CORP 440.30%0.35%0.44%Q3 2020Q2 20214
Delek Group, Ltd. 440.12%0.17%0.22%Q3 2018Q2 20194
RITTER DANIHER FINANCIAL ADVISORY LLC 310.10%0.11%0.11%Q4 2020Q1 20224
Ferguson Shapiro LLC 443.30%3.70%3.91%Q2 2021Q1 20224
Linscomb & Williams, Inc. 310.02%0.02%0.02%Q4 2019Q2 20214
Stonebridge Financial Planning Group, LLC 440.01%0.02%0.02%Q4 2019Q3 20204
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Asset Management Resources, LLC 440.18%0.20%0.21%Q4 2021Q3 20224
Ackerman Capital Advisors, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Thrive Capital Management, LLC 310.15%0.16%0.18%Q3 2021Q4 20224
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
MARINO, STRAM & ASSOCIATES LLC 440.03%0.03%0.04%Q2 2018Q1 20194
FAS Wealth Partners, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
Vestmark Advisory Solutions, Inc. 310.05%0.07%0.08%Q1 2019Q1 20204
West Branch Capital LLC 440.08%0.08%0.08%Q2 2021Q1 20224
Aperture Investors, LLC 310.23%0.39%0.47%Q4 2021Q4 20224
Ascension Capital Advisors, Inc. 440.16%4.18%6.28%Q4 2019Q3 20204
KESTRA PRIVATE WEALTH SERVICES, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Hyperion Partners, LLC 445.40%5.81%6.43%Q4 2022Q3 20234
Paul John Balson 440.15%0.27%0.43%Q1 2020Q4 20204
DFPG INVESTMENTS, LLC 440.14%0.25%0.40%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.86%1.03%1.21%Q4 2022Q3 20234
Financial Engines Advisors L.L.C. 440.00%0.00%0.00%Q2 2022Q1 20234
East Coast Asset Management, LLC. 440.19%0.21%0.23%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 441.47%1.88%2.31%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 440.31%0.37%0.44%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.57%0.88%1.08%Q4 2022Q3 20234
HENGEHOLD CAPITAL MANAGEMENT LLC 440.04%0.13%0.18%Q1 2020Q4 20204
FURE FINANCIAL CORP 310.02%1.03%4.04%Q4 2019Q1 20214
Cable Hill Partners, LLC 440.03%0.03%0.04%Q2 2018Q1 20194
AdvisorShares Investments LLC 318.42%13.18%23.25%Q4 2019Q4 20224
Portfolio Strategies, Inc. 440.41%3.21%4.67%Q1 2019Q4 20194
Financial Gravity Asset Management, Inc. 440.00%0.04%0.11%Q2 2019Q1 20204
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 220.05%0.07%0.11%Q2 2020Q1 20234
Jefferies Group LLC 310.01%0.02%0.03%Q2 2020Q3 20224
Phoenix Wealth Advisors 440.02%0.03%0.06%Q4 2020Q3 20214
180 WEALTH ADVISORS, LLC 440.10%0.10%0.10%Q2 2018Q1 20194
U.S. Capital Wealth Advisors, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Barber Financial Group, Inc. 440.14%0.19%0.23%Q2 2022Q1 20234
Johnson & White Wealth Management, LLC 312.77%3.56%4.77%Q3 2022Q3 20234
Great Waters Wealth Management 440.33%0.39%0.44%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.38%0.44%0.52%Q4 2022Q3 20234
GREENWOOD CAPITAL ASSOCIATES LLC 220.10%0.17%0.24%Q4 2021Q2 20234
Beirne Wealth Consulting Services, LLC 440.39%0.43%0.48%Q4 2018Q3 20194
Main Street Financial Solutions, LLC 440.03%0.04%0.04%Q2 2022Q1 20234
Zullo Investment Group, Inc. 440.05%0.05%0.05%Q1 2022Q4 20224
Grey Fox Wealth Advisors, LLC 441.15%3.28%5.39%Q4 2022Q3 20234
Brown Advisory Securities, LLC 310.03%0.05%0.07%Q2 2018Q1 20204
Clarkston Capital Partners, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Alaska Permanent Fund Corp 220.05%1.92%3.59%Q3 2022Q3 20234
LVZ, Inc. 440.03%0.04%0.04%Q4 2022Q3 20234
Charter Oak Capital Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Versant Capital Management, Inc 440.08%0.08%0.10%Q2 2018Q1 20194
Resource Planning Group 440.14%0.15%0.16%Q4 2020Q3 20214
TRUST DEPARTMENT MB FINANCIAL BANK N A 440.00%0.00%0.00%Q2 2018Q1 20194
Wealth Quarterback LLC 220.00%0.03%0.06%Q4 2019Q3 20214
Blue Sky Asset Management, LLC 310.11%1.20%2.93%Q3 2018Q1 20204
Laird Norton Wetherby Wealth Management, LLC 440.01%0.02%0.02%Q3 2022Q2 20234
RDA Financial Network 440.30%0.55%0.70%Q1 2019Q4 20194
VIAWEALTH, LLC 440.56%0.62%0.69%Q4 2022Q3 20234
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q4 2022Q3 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.21%3.67%7.54%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.00%0.01%0.02%Q4 2019Q3 20234
Prosperity Wealth Management, Inc. 440.60%2.28%4.00%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
TOEWS CORP /ADV 310.13%5.70%17.89%Q1 2020Q4 20224
MYCIO WEALTH PARTNERS, LLC 310.01%0.01%0.02%Q2 2018Q4 20194
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q2 2019Q3 20214
1834 INVESTMENT ADVISORS CO 440.00%0.00%0.00%Q2 2019Q1 20204
Leucadia National 440.00%0.01%0.02%Q4 2022Q3 20234
Olistico Wealth, LLC 440.48%0.55%0.66%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.71%2.07%4.56%Q4 2021Q3 20224
Herold Advisors, Inc. 210.04%0.07%0.09%Q3 2021Q1 20234
Quantbot Technologies LP 210.00%0.04%0.09%Q3 2019Q4 20224
Bangor Savings Bank 440.00%0.00%0.00%Q4 2022Q3 20234
Glovista Investments LLC 211.02%2.82%6.95%Q2 2020Q1 20224
Capital Wealth Planning, LLC 440.05%0.06%0.07%Q2 2019Q1 20204
Dominguez Wealth Management Solutions, Inc. 446.23%6.54%7.15%Q4 2022Q3 20234
KWB Wealth 440.07%0.09%0.10%Q2 2022Q1 20234
MGO Private Wealth, LLC 310.14%0.18%0.21%Q3 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Beaumont Financial Advisors, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.22%0.28%0.37%Q4 2022Q3 20234
Collaborative Wealth Managment Inc. 310.15%0.19%0.21%Q1 2021Q4 20224
Schaeffer Financial LLC 447.63%8.33%9.30%Q4 2021Q3 20224
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q4 2020Q3 20214
Stephens Consulting, LLC 440.02%0.04%0.07%Q4 2022Q3 20234
Carr Financial Group Corp 440.12%0.20%0.35%Q4 2022Q3 20234
MCIA Inc 446.71%10.73%22.37%Q4 2018Q3 20194
Cox Capital Mgt LLC 440.24%0.26%0.27%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.21%0.82%Q4 2022Q3 20234
Schonfeld Strategic Advisors LLC 210.06%0.10%0.15%Q4 2021Q3 20233
Executive Wealth Management, LLC 330.01%0.02%0.05%Q4 2018Q2 20193
IEQ CAPITAL, LLC 210.01%0.01%0.03%Q4 2021Q3 20233
RFP Financial Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
WealthTrust-Arizona, LLC 330.27%0.29%0.31%Q2 2018Q4 20183
Peak Asset Management, LLC 330.12%0.13%0.14%Q3 2022Q1 20233
Summit Trail Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Avestar Capital, LLC 210.08%0.48%1.12%Q3 2022Q3 20233
WCG Wealth Advisors LLC 210.02%0.07%0.16%Q2 2022Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Almanack Investment Partners, LLC. 210.05%0.21%0.51%Q3 2018Q3 20193
TTP Investments, Inc. 3325.98%28.00%30.29%Q1 2019Q3 20193
PACIFIC FINANCIAL GROUP INC 330.12%0.19%0.22%Q1 2020Q3 20203
BCS Wealth Management 110.07%0.17%0.31%Q4 2019Q4 20213
Permanens Capital L.P. 330.01%2.70%8.08%Q1 2020Q3 20203
Alaska Permanent Capital Management 331.37%1.42%1.45%Q2 2022Q4 20223
Edge Wealth Management LLC 330.07%0.08%0.09%Q2 2019Q4 20193
REGENTATLANTIC CAPITAL LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Fort Point Capital Partners LLC 330.03%0.03%0.03%Q1 2023Q3 20233
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Summit Global Investments 330.52%0.68%0.83%Q2 2022Q4 20223
BALLAST ADVISORS LLC 210.11%0.16%0.20%Q4 2019Q3 20203
TPG Financial Advisors, LLC 330.17%0.18%0.19%Q2 2019Q4 20193
Verition Fund Management LLC 330.01%0.03%0.04%Q1 2022Q3 20223
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Novak Financial Planning, LLC 330.31%0.36%0.40%Q4 2020Q2 20213
SILVER OAK SECURITIES, INCORPORATED 210.13%0.20%0.36%Q2 2022Q3 20233
Consolidated Portfolio Review Corp 330.17%0.18%0.18%Q1 2023Q3 20233
Midwest Financial Group LLC 330.88%0.90%0.93%Q1 2023Q3 20233
Crabel Capital Management, LLC 110.07%0.10%0.16%Q1 2021Q2 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
WealthPLAN Partners, LLC 210.00%0.02%0.03%Q3 2019Q2 20233
Avalon Trust Co 330.02%0.02%0.02%Q1 2023Q3 20233
Tarbox Family Office, Inc. 330.06%0.06%0.06%Q2 2019Q4 20193
JAG CAPITAL MANAGEMENT, LLC 330.04%0.04%0.04%Q2 2019Q4 20193
DRAVO BAY LLC 330.07%0.21%0.31%Q1 2022Q3 20223
Soltis Investment Advisors LLC 330.09%0.11%0.12%Q2 2020Q4 20203
Koss-Olinger Consulting, LLC 330.05%0.06%0.06%Q1 2021Q3 20213
PFG Investments, LLC 330.29%0.38%0.45%Q1 2023Q3 20233
COLDSTREAM CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q4 2022Q2 20233
Kraft, Davis & Associates, LLC 210.12%0.53%1.35%Q4 2022Q3 20233
Capital One Investing, Inc. 330.10%0.11%0.14%Q1 2019Q3 20193
Savant Capital, LLC 210.01%0.01%0.01%Q1 2022Q4 20223
WJ Wealth Management, LLC 210.14%0.16%0.18%Q4 2022Q3 20233
Fortis Group Advisors, LLC 110.08%0.13%0.23%Q3 2020Q3 20233
Financial Management Professionals, Inc. 330.01%0.01%0.02%Q2 2018Q4 20183
Destination Wealth Management 330.00%0.00%0.00%Q3 2018Q1 20193
BREWIN DOLPHIN LTD 330.01%0.01%0.01%Q2 2018Q4 20183
Financial Freedom, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Ritter Daniher Financial Advisory LLC / DE 330.06%0.08%0.10%Q2 2022Q4 20223
Glass Jacobson Investment Advisors llc 210.02%0.02%0.03%Q4 2022Q3 20233
Foresight Wealth Management, LLC 330.16%0.25%0.38%Q4 2018Q2 20193
FormulaFolio Investments, LLC 330.04%0.32%0.88%Q4 2020Q2 20213
CAPITAL ADVISORS INC/OK 330.01%0.01%0.02%Q1 2023Q3 20233
NEW YORK STATE COMMON RETIREMENT FUND 330.00%0.00%0.01%Q4 2022Q2 20233
Procyon Advisors, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Carnegie Capital Asset Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
My Legacy Advisors, LLC 330.10%0.12%0.14%Q1 2022Q3 20223
MARSHALL WACE, LLP 330.00%0.00%0.01%Q4 2022Q2 20233
CHOREO, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
Stonebridge Capital Advisors LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Pensionmark Financial Group, LLC 210.09%0.09%0.10%Q4 2018Q4 20193
Starfire Investment Advisers, Inc. 330.08%0.09%0.09%Q2 2019Q4 20193
TAP Consulting, LLC 330.53%0.56%0.61%Q1 2023Q3 20233
Farmers National Bank 210.02%0.02%0.02%Q2 2018Q2 20193
AMJ Financial Wealth Management 330.60%1.38%1.96%Q1 2022Q3 20223
Accurate Wealth Management, LLC 210.04%0.14%0.22%Q4 2022Q3 20233
PCA Investment Advisory Services Inc. 330.17%0.19%0.20%Q1 2023Q3 20233
Coombe, Bender & Co LLC 330.16%0.16%0.18%Q4 2022Q2 20233
Waterloo Capital, L.P. 330.71%0.92%1.14%Q1 2023Q3 20233
Curtis Advisory Group, LLC 330.09%0.10%0.11%Q4 2022Q2 20233
USCA RIA LLC 330.04%0.19%0.30%Q3 2019Q1 20203
WBI INVESTMENTS, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
PRUDENTIAL PLC 210.02%0.03%0.07%Q2 2019Q4 20213
Cascade Investment Advisors, Inc. 330.01%0.01%0.01%Q3 2019Q1 20203
KCM INVESTMENT ADVISORS LLC 330.02%0.02%0.02%Q3 2019Q1 20203
Perennial Investment Advisors, LLC 330.20%0.28%0.39%Q1 2023Q3 20233
Truvestments Capital LLC 210.00%0.01%0.01%Q3 2018Q3 20233
Engrave Wealth Partners LLC 338.97%9.25%9.44%Q4 2019Q2 20203
Ledyard National Bank 330.01%0.01%0.01%Q2 2018Q4 20183
Schneider Downs Wealth Management Advisors, LP 330.10%0.14%0.16%Q2 2018Q4 20183
HEADINVEST, LLC 330.07%0.08%0.09%Q3 2019Q1 20203
Argent Wealth Management LLC 330.06%0.06%0.07%Q4 2019Q2 20203
Client First Capital LLC 332.62%2.87%3.14%Q1 2023Q3 20233
REDW Wealth LLC 210.10%0.12%0.14%Q3 2019Q2 20203
Anfield Capital Management, LLC 330.16%0.23%0.34%Q4 2019Q2 20203
PETRA FINANCIAL ADVISORS INC 211.79%3.55%4.81%Q4 2022Q3 20233
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q3 2018Q1 20193
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Imprint Wealth LLC 330.19%0.21%0.22%Q1 2023Q3 20233
Parisi Gray Wealth Management 210.00%0.00%0.01%Q4 2018Q2 20213
WOLFF WIESE MAGANA LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Nilsine Partners, LLC 330.22%0.51%0.84%Q1 2023Q3 20233
Neuberger Berman Group LLC 330.00%0.00%0.00%Q2 2019Q4 20193
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.76%1.63%2.08%Q4 2021Q2 20223
Blue Door Asset Management, LLC 210.28%0.37%0.46%Q4 2021Q3 20233
Relyea Zuckerberg Hanson LLC 330.18%0.22%0.25%Q4 2019Q2 20203
Stuart Chaussee & Associates, Inc. 210.31%7.81%22.69%Q1 2019Q1 20223
USAdvisors Wealth Management, LLC 210.43%2.73%7.32%Q2 2018Q4 20193
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
McAdam, LLC 220.03%0.04%0.04%Q2 2018Q3 20182
Concentric Capital Strategies, LP 111.01%1.95%2.88%Q1 2022Q2 20232
BARRETT & COMPANY, INC. 220.01%0.01%0.02%Q2 2023Q3 20232
Walleye Trading LLC 220.00%0.00%0.00%Q2 2022Q3 20222
MOORE CAPITAL MANAGEMENT, LP 220.13%0.16%0.18%Q1 2022Q2 20222
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q2 2021Q4 20222
Lloyd Advisory Services, LLC. 110.08%0.17%0.25%Q1 2021Q1 20222
Lebenthal Global Advisors, LLC 110.06%0.06%0.07%Q4 2020Q4 20222
Advisor OS, LLC 220.18%0.31%0.44%Q2 2020Q3 20202
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q4 2021Q1 20222
Diversified, LLC 110.02%0.06%0.09%Q4 2020Q4 20222
Red Tortoise LLC 110.53%0.53%0.54%Q3 2021Q4 20222
Fisher Asset Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.03%0.03%Q4 2021Q1 20222
QP WEALTH MANAGEMENT, LLC 222.80%2.85%2.89%Q4 2019Q1 20202
ARKANSAS FINANCIAL GROUP, INC. 220.06%0.06%0.06%Q2 2023Q3 20232
TUDOR INVESTMENT CORP ET AL 110.00%0.01%0.01%Q1 2023Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FDx Advisors, Inc. 110.04%0.12%0.19%Q1 2019Q3 20232
FRONTIER INVESTMENT MGMT CO 220.02%0.02%0.02%Q3 2019Q4 20192
Richard Bernstein Advisors LLC 220.00%0.00%0.00%Q4 2019Q1 20202
KINGSWOOD WEALTH ADVISORS, LLC 220.07%0.08%0.10%Q2 2023Q3 20232
Fulcrum Equity Management 110.21%0.61%1.02%Q3 2019Q2 20212
Gryphon Financial Partners LLC 110.02%0.36%0.71%Q2 2018Q4 20182
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.00%0.00%0.00%Q1 2020Q2 20202
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
1776 Wealth LLC 220.66%0.71%0.75%Q4 2019Q1 20202
Caprock Group, LLC 220.05%0.05%0.06%Q4 2019Q1 20202
Sentinus, LLC 220.07%0.07%0.07%Q1 2023Q2 20232
Pinnacle Wealth Management, LLC 110.25%0.42%0.59%Q1 2022Q3 20222
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Northeast Financial Consultants Inc 110.02%0.02%0.03%Q1 2019Q2 20202
Farmers & Merchants Trust Co of Long Beach 220.11%0.12%0.12%Q4 2019Q1 20202
Doyle Wealth Management 110.02%0.02%0.02%Q4 2018Q2 20192
Avondale Wealth Management 220.04%0.04%0.04%Q2 2023Q3 20232
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2018Q4 20182
Dynasty Wealth Management, LLC 220.34%0.43%0.53%Q2 2018Q3 20182
FSC Wealth Advisors, LLC 224.37%13.03%21.69%Q4 2021Q1 20222
SEAVIEW INVESTMENT MANAGERS LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Pinnacle Bancorp, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Aspire Private Capital, LLC 110.00%0.01%0.01%Q4 2018Q2 20192
TCWP LLC 220.02%0.03%0.04%Q1 2022Q2 20222
Edgestream Partners, L.P. 110.04%0.05%0.05%Q1 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.41%0.46%0.51%Q4 2022Q3 20232
Beacon Bridge Wealth Partners, LLC 220.14%0.15%0.17%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Divergent Wealth Advisors 220.06%0.06%0.06%Q3 2019Q4 20192
Summit Financial, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
BTR CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q4 2021Q1 20222
Meridian Financial Partners LLC 227.33%7.72%8.11%Q4 2022Q1 20232
Delta Investment Management, LLC 220.14%0.78%1.43%Q3 2019Q4 20192
Fortis Capital Advisors, LLC 220.06%0.10%0.14%Q4 2022Q1 20232
Select Asset Management & Trust 220.98%1.00%1.02%Q2 2023Q3 20232
Mirae Asset Global Investments Co., Ltd. 220.02%0.02%0.02%Q2 2022Q3 20222
BROWN WEALTH MANAGEMENT, LLC 220.61%0.75%0.90%Q2 2023Q3 20232
Ellenbecker Investment Group 220.10%0.11%0.11%Q3 2019Q4 20192
Sandy Cove Advisors, LLC 220.11%0.11%0.12%Q4 2021Q1 20222
Legacy Capital Wealth Partners, LLC 221.19%1.23%1.27%Q4 2020Q1 20212
CUE ADVISORY SERVICES, INC. 221.35%1.44%1.53%Q2 2018Q3 20182
Phoenix Holdings Ltd. 110.04%0.06%0.09%Q3 2019Q1 20202
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
Revisor Wealth Management LLC 220.18%0.19%0.20%Q1 2023Q2 20232
Gillson Capital LP 220.65%0.72%0.79%Q4 2021Q1 20222
Great Lakes Retirement, Inc. 223.13%4.13%5.12%Q4 2019Q1 20202
EdgeRock Capital LLC 220.13%0.14%0.16%Q2 2022Q3 20222
NICOLET ADVISORY SERVICES, LLC 220.03%0.03%0.03%Q3 2019Q4 20192
WealthSpring Partners, LLC 220.17%0.41%0.65%Q3 2022Q4 20222
First Capital Advisors Group, LLC. 110.04%0.04%0.04%Q4 2022Q2 20232
Cypress Capital Group 220.05%0.10%0.16%Q3 2019Q4 20192
BOYS ARNOLD & CO INC 220.03%0.03%0.03%Q3 2019Q4 20192
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
Graypoint LLC 110.07%0.10%0.13%Q4 2021Q3 20232
Golden State Equity Partners 220.22%0.22%0.23%Q2 2023Q3 20232
Pinnacle Family Advisors, LLC 110.22%0.42%0.61%Q2 2019Q4 20192
Meridian Wealth Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Financial & Tax Architects, LLC 220.16%0.18%0.21%Q1 2021Q2 20212
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Penserra Capital Management LLC 110.12%0.14%0.15%Q4 2018Q2 20192
Camelot Portfolios, LLC 220.92%0.94%0.96%Q1 2022Q2 20222
Jackson Wealth Management, LLC 110.10%0.13%0.16%Q4 2021Q4 20222
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Jordan Park Group LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Claraphi Advisory Network, LLC 110.02%0.06%0.09%Q3 2019Q1 20202
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CERTUITY, LLC 220.10%0.13%0.16%Q1 2020Q2 20202
TRUST CO OF OKLAHOMA 220.08%0.12%0.16%Q2 2023Q3 20232
Moran Wealth Management, LLC 220.81%1.14%1.47%Q4 2022Q1 20232
AFFINITY WEALTH MANAGEMENT LLC 115.91%7.57%9.24%Q4 2018Q2 20222
Synergy Asset Management, LLC 110.80%1.06%1.31%Q4 2021Q3 20222
Valley Brook Capital Group, Inc. 220.01%0.02%0.02%Q4 2020Q1 20212
Cherry Tree Wealth Management, LLC 222.06%2.16%2.27%Q2 2023Q3 20232
Altshuler Shaham Ltd 110.00%0.00%0.00%Q3 2018Q1 20192
Renasant Bank 220.52%0.52%0.52%Q4 2022Q1 20232
FLAGSTAR ADVISORS INC 110.01%0.07%0.12%Q3 2022Q3 20232
Onyx Bridge Wealth Group LLC 220.22%0.35%0.47%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
FIRST NATIONAL CORP /MA/ /ADV 220.02%0.02%0.02%Q4 2018Q1 20192
Itau Unibanco Holding S.A. 110.00%0.02%0.04%Q4 2019Q1 20222
Signature Wealth Management Group 220.01%0.01%0.01%Q2 2018Q3 20182
Atlantic Private Wealth, LLC 220.10%0.11%0.11%Q2 2023Q3 20232
Spotlight Asset Group, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
TOWNSQUARE CAPITAL LLC 220.05%0.08%0.10%Q2 2023Q3 20232
Independent Advisor Alliance 220.13%0.27%0.41%Q4 2019Q1 20202
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 225.10%5.29%5.47%Q4 2019Q1 20202
Buck Wealth Strategies, LLC 110.02%0.02%0.02%Q1 2023Q3 20232
Vantage Investment Advisors, LLC 220.70%0.76%0.83%Q2 2018Q3 20182
ORG Partners LLC 220.04%0.44%0.84%Q2 2023Q3 20232
Karp Capital Management Corp 221.41%1.47%1.53%Q1 2020Q2 20202
Financial Enhancement Group LLC 220.00%0.00%0.00%Q2 2021Q3 20212
WESPAC Advisors SoCal, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Muzinich & Co., Inc. 220.04%0.06%0.09%Q4 2018Q1 20192
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.04%0.05%0.06%Q2 2020Q3 20202
Wealthfront Advisers LLC 220.00%0.00%0.00%Q2 2022Q3 20222
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.00%0.01%0.03%Q3 2018Q4 20182
OLD NATIONAL BANCORP /IN/ 220.05%0.05%0.06%Q3 2019Q4 20192
GeoWealth Management, LLC 110.06%0.07%0.08%Q3 2021Q2 20232
Headlands Technologies LLC 110.02%0.14%0.25%Q4 2022Q3 20232
Personal Capital Advisors Corp 220.00%0.00%0.00%Q4 2019Q1 20202
Orca Investment Management, LLC 220.84%0.86%0.88%Q2 2023Q3 20232
BALASA DINVERNO & FOLTZ LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
THOMPSON DAVIS & CO., INC. 220.02%0.02%0.02%Q2 2018Q3 20182
MILESTONE ASSET MANAGEMENT, LLC 220.12%0.13%0.14%Q4 2022Q1 20232
Titus Wealth Management 220.15%0.15%0.15%Q4 2020Q1 20212
AMG National Trust Bank 220.01%0.01%0.01%Q3 2020Q4 20202
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Impact Partnership Wealth, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
VAN STRUM & TOWNE INC. 110.13%0.13%0.13%Q1 2021Q1 20211
Garrett Wealth Advisory Group, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Breakwater Capital Group 110.16%0.16%0.16%Q4 2022Q4 20221
Krilogy Financial LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ISLAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FIDELITY D & D BANCORP INC 110.23%0.23%0.23%Q3 2023Q3 20231
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Cornerstone Wealth Group, LLC 110.19%0.19%0.19%Q1 2019Q1 20191
HOWARD WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Fullerton Fund Management Co Ltd. 110.15%0.15%0.15%Q3 2022Q3 20221
PICTON MAHONEY ASSET MANAGEMENT 110.98%0.98%0.98%Q3 2023Q3 20231
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Second Half Financial Partners, LLC 110.93%0.93%0.93%Q2 2023Q2 20231
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Reby Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MYDA Advisors LLC 112.34%2.34%2.34%Q3 2019Q3 20191
CATAWBA CAPITAL MANAGEMENT /VA 110.14%0.14%0.14%Q2 2018Q2 20181
Clean Yield Group 110.01%0.01%0.01%Q1 2020Q1 20201
FREEDOM WEALTH ALLIANCE, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Darrow Company, Inc. 110.06%0.06%0.06%Q2 2022Q2 20221
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Parsec Financial Management, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q1 2019Q1 20191
COWEN AND COMPANY, LLC 110.66%0.66%0.66%Q4 2019Q4 20191
SkyView Investment Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
TCG Advisory Services, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Truadvice, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MATHER GROUP, LLC. 110.02%0.02%0.02%Q2 2023Q2 20231
Sharkey, Howes & Javer 110.11%0.11%0.11%Q1 2020Q1 20201
Cypress Wealth Services, LLC 110.12%0.12%0.12%Q1 2019Q1 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
MONECO Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
HARBOR CAPITAL ADVISORS, INC. 110.74%0.74%0.74%Q3 2023Q3 20231
PineBridge Investments, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
New Millennium Group LLC 110.03%0.03%0.03%Q3 2023Q3 20231
XR Securities LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Derbend Asset Management 110.85%0.85%0.85%Q3 2023Q3 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Intercontinental Wealth Advisors, LLC 110.12%0.12%0.12%Q2 2018Q2 20181
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Centiva Capital, LP 110.90%0.90%0.90%Q2 2019Q2 20191
Gerber Kawasaki Wealth & Investment Management 110.02%0.02%0.02%Q3 2021Q3 20211
Corundum Trust Company, INC 110.63%0.63%0.63%Q2 2023Q2 20231
HANCOCK WHITNEY CORP 110.03%0.03%0.03%Q3 2022Q3 20221
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Davidson Capital Management Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CFO4Life, L.P. 110.06%0.06%0.06%Q4 2022Q4 20221
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
First National Bank of South Miami 110.03%0.03%0.03%Q3 2021Q3 20211
Capitol Family Office, Inc. 115.31%5.31%5.31%Q4 2021Q4 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WEST CHESTER CAPITAL ADVISORS, INC 112.95%2.95%2.95%Q2 2019Q2 20191
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Confluence Wealth Services, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
CALDWELL SUTTER CAPITAL, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Psagot Value Holdings Ltd. 110.01%0.01%0.01%Q3 2019Q3 20191
VisionPoint Advisory Group, LLC 110.37%0.37%0.37%Q1 2019Q1 20191
Forum Financial Management, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Gibson Capital, LLC 110.12%0.12%0.12%Q2 2018Q2 20181
Jackson Financial Management 111.74%1.74%1.74%Q4 2019Q4 20191
Custos Family Office, LLC 110.64%0.64%0.64%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
HNP Capital LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Weatherstone Capital Management 117.27%7.27%7.27%Q1 2019Q1 20191
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q2 2018Q2 20181
Smart Money Group LLC 110.01%0.01%0.01%Q4 2019Q4 20191
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2019Q4 20191
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.01%0.01%Q3 2019Q3 20191
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q2 20191
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.38%0.38%0.38%Q1 2020Q1 20201
Smith, Salley & Associates 110.14%0.14%0.14%Q1 2022Q1 20221
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Sage Advisory Services, Ltd.Co. 113.18%3.18%3.18%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q4 2019Q4 20191
Connectus Wealth, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Aveo Capital Partners, LLC 110.12%0.12%0.12%Q2 2019Q2 20191
Moss Adams Wealth Advisors LLC 110.36%0.36%0.36%Q4 2022Q4 20221
SCHRODER INVESTMENT MANAGEMENT GROUP 110.01%0.01%0.01%Q1 2023Q1 20231
CXI Advisors 110.42%0.42%0.42%Q4 2019Q4 20191
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Ranch Capital Advisors Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Royal Fund Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Paragon Advisors, LLC 110.63%0.63%0.63%Q1 2020Q1 20201
Lunt Capital Management, Inc. 110.94%0.94%0.94%Q2 2023Q2 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Iowa State Bank 110.07%0.07%0.07%Q4 2019Q4 20191
NEXT Financial Holdings 110.14%0.14%0.14%Q1 2019Q1 20191
RATIONAL ADVISORS LLC 112.95%2.95%2.95%Q3 2019Q3 20191
Future Financial Wealth Managment LLC 111.13%1.13%1.13%Q4 2022Q4 20221
Tuttle Capital Management, LLC 110.27%0.27%0.27%Q4 2019Q4 20191
MOSAIC FAMILY WEALTH PARTNERS, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.09%0.09%0.09%Q3 2023Q3 20231
Bleakley Financial Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Baymount Management LP 1125.81%25.81%25.81%Q1 2023Q1 20231
SL ADVISORS, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
Lodge Hill Capital, LLC 113.93%3.93%3.93%Q2 2019Q2 20191
Vista Private Wealth Partners. LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Wealth Architects, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
ExodusPoint Capital Management, LP 110.11%0.11%0.11%Q1 2020Q1 20201
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Cascadia Advisory Services, LLC 110.52%0.52%0.52%Q4 2019Q4 20191
Sheaff Brock Investment Advisors, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.33%0.33%0.33%Q2 2020Q2 20201
Danda Trouve Investment Management, Inc. 119.06%9.06%9.06%Q3 2022Q3 20221
Oxinas Partners Wealth Management LLC 110.29%0.29%0.29%Q4 2020Q4 20201
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Castle Financial & Retirement Planning Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Advance Capital Management, Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Legacy Advisors, LLC 110.37%0.37%0.37%Q3 2020Q3 20201
WADE G W & INC 110.01%0.01%0.01%Q3 2021Q3 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 111.84%1.84%1.84%Q1 2020Q1 20201
Financial Sense Advisors, Inc. 111.50%1.50%1.50%Q1 2022Q1 20221
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
Investors Financial Group, LLC 110.21%0.21%0.21%Q1 2020Q1 20201
Tibra Equities Europe Ltd 114.74%4.74%4.74%Q3 2020Q3 20201
Nadler Financial Group, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Friedenthal Financial 110.13%0.13%0.13%Q4 2021Q4 20211
RKL Wealth Management LLC 110.15%0.15%0.15%Q2 2018Q2 20181
FOCUS Wealth Advisors, LLC 110.17%0.17%0.17%Q1 2023Q1 20231
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
GTS SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 110.14%0.14%0.14%Q3 2023Q3 20231
Buffington Mohr McNeal 110.04%0.04%0.04%Q1 2019Q1 20191
Garden State Investment Advisory Services LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Desjardins Global Asset Management Inc. 110.54%0.54%0.54%Q2 2023Q2 20231
First Command Advisory Services, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Polaris Wealth Advisory Group, LLC 110.96%0.96%0.96%Q3 2019Q3 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Briaud Financial Planning, Inc 110.06%0.06%0.06%Q3 2023Q3 20231
Calamos Wealth Management LLC 110.02%0.02%0.02%Q1 2022Q1 20221
O'Dell Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Capasso Planning Partners LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Inscription Capital, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
ARMSTRONG ADVISORY GROUP, INC 110.02%0.02%0.02%Q4 2022Q4 20221
Owen LaRue, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
MOULTON WEALTH MANAGEMENT, INC 112.79%2.79%2.79%Q4 2019Q4 20191
BOOTHBAY FUND MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Maven Securities LTD 110.06%0.06%0.06%Q4 2020Q4 20201
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Dougherty Wealth Advisers LLC 110.02%0.02%0.02%Q3 2021Q3 20211
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q2 2022Q2 20221
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Safeguard Investment Advisory Group, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Ghisallo Capital Management LLC 111.80%1.80%1.80%Q2 2023Q2 20231
Guardian Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
National Wealth Management Group, LLC 110.86%0.86%0.86%Q1 2022Q1 20221
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Claybrook Capital, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WealthTrust Asset Management, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NorthCrest Asset Manangement, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Brendel Financial Advisors LLC 110.55%0.55%0.55%Q1 2020Q1 20201
FIRST HAWAIIAN BANK 110.26%0.26%0.26%Q2 2020Q2 20201
Premia Global Advisors, LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Astor Investment Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2019Q1 20191
YHB Investment Advisors, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Financiere des Professionnels - Fonds d,investissement inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Cartenna Capital, LP 111.25%1.25%1.25%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Amundi 110.00%0.00%0.00%Q3 2023Q3 20231
SVB WEALTH LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Foundations Investment Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
NIEMANN CAPITAL MANAGEMENT INC 113.43%3.43%3.43%Q4 2019Q4 20191
External links

This page lists all the filers that currently own INVESCO EXCH TRADED FD TR II or have owned INVESCO EXCH TRADED FD TR II in the past.