ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3730.00%0.00%0.01%Q2 2013Q3 202383
BANK OF AMERICA CORP /DE/ 42420.00%0.09%0.18%Q2 2013Q3 202343
Cetera Advisor Networks LLC 43430.01%0.15%0.41%Q1 2013Q3 202343
Cambridge Investment Research Advisors, Inc. 42420.01%0.07%0.17%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.03%0.12%0.27%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.04%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.07%0.22%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.02%Q2 2013Q3 202342
Ancora Advisors LLC 42420.01%0.05%0.13%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.02%0.04%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.12%0.34%Q2 2013Q3 202342
Cetera Advisors LLC 42420.01%0.10%0.25%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.03%0.14%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.07%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.04%0.07%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.03%0.32%1.12%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
BlackRock Inc. 42420.01%0.03%0.10%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.09%0.78%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 21200.00%0.00%0.03%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.02%0.13%0.41%Q3 2013Q3 202341
Creative Planning 3380.00%0.00%0.00%Q2 2013Q3 202341
New England Private Wealth Advisors LLC 41410.09%0.45%1.19%Q3 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 40400.01%0.05%0.10%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.02%0.10%0.23%Q4 2013Q3 202340
Mariner, LLC 40400.04%0.44%1.42%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.02%0.18%0.45%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
BLAIR WILLIAM & CO/IL 3520.00%0.01%0.03%Q2 2013Q3 202337
Bartlett & Co. LLC 21160.00%0.04%0.11%Q3 2014Q4 202337
UBS Group AG 36360.00%0.04%0.10%Q4 2014Q3 202337
FMR LLC 37370.00%0.01%0.04%Q3 2014Q3 202337
Roof Eidam Maycock Peralta, LLC 36360.14%1.23%3.22%Q4 2014Q3 202336
WHITTIER TRUST CO 36360.00%0.01%0.05%Q4 2014Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.11%0.20%Q4 2013Q3 202336
Neumann Capital Management, LLC 36360.21%4.04%6.64%Q4 2014Q3 202336
Godshalk Welsh Capital Management, Inc. 36360.21%0.33%0.50%Q4 2014Q3 202336
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1840.00%0.01%0.05%Q2 2013Q3 202336
RAYMOND JAMES & ASSOCIATES 3150.00%0.02%0.05%Q2 2013Q3 202336
Lenox Wealth Advisors, LLC 36360.05%0.16%0.98%Q2 2013Q1 202236
ARGI Investment Services, LLC 35350.08%2.22%3.55%Q2 2014Q4 202235
CIBC WORLD MARKET INC. 2430.00%0.03%0.36%Q3 2014Q3 202335
FIFTH THIRD BANCORP 3110.00%0.02%0.09%Q2 2013Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.41%1.01%Q2 2013Q4 202135
CLEAR INVESTMENT RESEARCH, LLC 35350.34%3.11%6.89%Q1 2015Q3 202335
D.A. DAVIDSON & CO. 3010.00%0.01%0.03%Q2 2013Q3 202335
Citadel Advisors 1110.00%0.00%0.01%Q2 2014Q3 202335
ASPIRIANT, LLC 34340.12%1.53%6.55%Q2 2015Q3 202334
OPPENHEIMER & CO INC 3130.01%0.03%0.05%Q4 2014Q3 202334
Tortoise Investment Management, LLC 34340.06%0.51%0.93%Q2 2015Q3 202334
Sigma Planning Corp 34340.01%0.08%0.20%Q4 2014Q1 202334
TEACHER RETIREMENT SYSTEM OF TEXAS 34340.11%0.46%1.03%Q2 2015Q3 202334
Transamerica Financial Advisors, Inc. 23100.00%0.14%0.27%Q2 2013Q3 202333
BANK OF MONTREAL /CAN/ 1710.00%0.00%0.01%Q2 2013Q3 202333
NAPLES GLOBAL ADVISORS, LLC 3030.02%0.08%0.14%Q1 2015Q2 202333
Capital Analysts, LLC 33330.06%0.64%2.91%Q3 2015Q3 202333
Parsec Financial Management, Inc. 33330.02%0.47%0.84%Q1 2015Q1 202333
LS Investment Advisors, LLC 33330.03%0.18%0.46%Q3 2015Q3 202333
JOHN G ULLMAN & ASSOCIATES INC 23100.06%0.85%2.28%Q2 2014Q3 202333
Wharton Business Group, LLC 1960.03%2.93%5.57%Q2 2013Q3 202333
SECURIAN ASSET MANAGEMENT, INC 33330.04%0.46%0.67%Q3 2015Q3 202333
Mitsubishi UFJ Asset Management Co., Ltd. 33330.00%0.21%0.94%Q3 2015Q3 202333
Haverford Trust Co 32320.02%0.29%1.49%Q4 2015Q3 202332
LINCOLN NATIONAL CORP 32320.00%0.10%0.30%Q4 2015Q3 202332
CKW FINANCIAL GROUP 32320.00%0.45%4.49%Q4 2015Q3 202332
Friedenthal Financial 32320.58%3.90%5.20%Q4 2015Q3 202332
Allworth Financial LP 32320.00%0.02%0.06%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.04%0.07%Q1 2016Q4 202332
Well Done, LLC 32320.13%1.08%1.76%Q4 2015Q3 202332
Ameritas Investment Partners, Inc. 32320.01%0.03%0.06%Q4 2015Q3 202332
Edmonds Duncan Registered Investment Advisors, LLC 19120.37%1.84%2.80%Q4 2015Q3 202331
PARSONS CAPITAL MANAGEMENT INC/RI 18130.02%0.04%0.07%Q4 2015Q3 202331
JANE STREET GROUP, LLC 1110.00%0.04%0.20%Q1 2014Q3 202331
Asset Dedication, LLC 2650.11%0.94%2.09%Q4 2015Q3 202331
COMERICA BANK 2810.00%0.02%0.11%Q2 2013Q3 202331
IFP Advisors, Inc 17140.00%0.09%0.28%Q4 2015Q3 202331
WEBSTER BANK, N. A. 31310.04%0.26%0.78%Q1 2016Q3 202331
NOTTINGHAM ADVISORS, INC. 30300.03%1.76%3.08%Q4 2014Q1 202230
Geneos Wealth Management Inc. 30300.00%0.06%0.17%Q2 2016Q3 202330
Partnervest Advisory Services LLC 30300.25%0.53%0.74%Q2 2013Q3 202030
Clearwater Capital Advisors, LLC 30300.03%0.14%0.32%Q2 2016Q3 202330
Cordasco Financial Network 29290.03%0.07%0.44%Q2 2015Q2 202229
Advisory Services Network, LLC 1310.00%0.06%0.55%Q3 2014Q1 202329
NEXT Financial Group, Inc 1410.02%0.07%0.32%Q2 2014Q4 202129
Bank of New York Mellon Corp 1330.00%0.00%0.01%Q2 2013Q4 202229
First Horizon Advisors, Inc. 29290.00%0.22%0.92%Q3 2016Q3 202329
Atria Investments, Inc 2120.02%0.45%1.69%Q1 2014Q3 202329
Daiwa Securities Group Inc. 29290.00%0.01%0.02%Q3 2016Q3 202329
Stratos Wealth Partners, LTD. 29290.02%0.05%0.13%Q3 2015Q3 202229
WOODMONT INVESTMENT COUNSEL LLC 1910.02%0.10%0.19%Q1 2014Q3 202329
Symmetry Partners, LLC 28280.19%0.68%1.46%Q1 2017Q4 202328
THRIVENT FINANCIAL FOR LUTHERANS 2530.00%0.01%0.04%Q2 2014Q3 202328
CWM, LLC 1180.00%0.19%1.58%Q1 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.03%0.65%1.76%Q4 2016Q3 202328
SMITH CHAS P & ASSOCIATES PA CPAS 2320.01%1.34%2.80%Q2 2013Q4 202128
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1810.04%0.21%0.68%Q2 2014Q3 202228
Arcus Capital Partners, LLC 2710.15%1.42%3.75%Q4 2015Q3 202328
SIGNATUREFD, LLC 2310.00%0.00%0.02%Q2 2015Q3 202327
Steward Partners Investment Advisory, LLC 27270.05%0.28%0.72%Q1 2017Q3 202327
CUMBERLAND ADVISORS INC 15120.08%0.22%2.10%Q4 2016Q3 202327
1832 Asset Management L.P. 1510.00%0.09%0.20%Q1 2014Q2 202327
Parallel Advisors, LLC 27270.00%0.08%0.75%Q1 2017Q3 202327
Conservest Capital Advisors, Inc. 27270.15%0.38%0.96%Q1 2017Q3 202327
Psagot Value Holdings Ltd. 26260.00%0.02%0.05%Q4 2013Q1 202026
MML INVESTORS SERVICES, LLC 26260.02%0.20%0.54%Q2 2017Q3 202326
WOLVERINE TRADING, LLC 520.00%0.00%0.00%Q2 2016Q3 202126
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 26260.05%0.20%0.23%Q3 2013Q4 201926
Millburn Ridgefield Corp 26260.00%0.01%0.06%Q4 2016Q1 202326
Parkside Financial Bank & Trust 26260.01%0.02%0.05%Q2 2017Q3 202326
Community Bank, N.A. 26260.02%0.71%1.07%Q4 2014Q1 202126
ANCHOR CAPITAL ADVISORS LLC 2240.01%0.02%0.04%Q1 2017Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.01%0.06%0.19%Q3 2013Q4 201926
Summit X, LLC 26260.03%0.54%2.12%Q2 2017Q3 202326
M&T BANK CORP 2140.00%0.01%0.02%Q3 2014Q4 202025
DEUTSCHE BANK AG\ 2110.00%0.00%0.00%Q4 2013Q3 202325
Ridgewood Investments LLC 2320.09%0.30%0.48%Q4 2016Q2 202325
Brinker Capital Investments, LLC 1730.00%0.24%0.91%Q2 2013Q4 202225
Global Retirement Partners, LLC 1260.00%0.01%0.03%Q4 2016Q3 202325
Rehmann Capital Advisory Group 1520.04%0.12%0.29%Q4 2016Q3 202325
Lowe Wealth Advisors, LLC 25250.01%0.01%0.01%Q4 2017Q4 202325
First National Bank of Hutchinson 1420.25%3.28%7.01%Q4 2013Q3 202225
Jacobi Capital Management LLC 24240.00%0.05%0.10%Q3 2016Q2 202224
Csenge Advisory Group 24240.03%0.49%1.64%Q4 2017Q3 202324
Advocacy Wealth Management Services, LLC 1860.10%1.22%3.63%Q4 2015Q4 202124
Ballew Advisors, Inc 24240.19%0.73%1.44%Q4 2017Q3 202324
AXA S.A. 24240.00%0.00%0.01%Q4 2013Q3 201924
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 24240.02%0.02%0.04%Q3 2016Q2 202224
PLIMOTH TRUST CO LLC 24240.28%0.48%0.70%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.08%0.13%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
HIGHLAND CAPITAL MANAGEMENT, LLC 24240.07%0.16%0.33%Q2 2013Q1 201924
Global Trust Asset Management, LLC 24240.00%0.25%0.88%Q4 2017Q3 202324
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q1 2015Q3 202324
Horan Securities, Inc. 1160.01%0.04%0.25%Q1 2017Q2 202324
Trilogy Capital Inc. 24240.01%1.18%2.25%Q4 2017Q3 202324
COURIER CAPITAL LLC 2110.03%0.07%0.14%Q3 2016Q4 202224
OLD NATIONAL BANCORP /IN/ 1730.01%0.13%0.42%Q3 2015Q4 202224
Brookstone Capital Management 2130.18%0.53%1.32%Q2 2016Q3 202324
First Allied Advisory Services, Inc. 1850.01%0.06%0.15%Q2 2013Q3 202023
BENJAMIN F. EDWARDS & COMPANY, INC. 910.00%0.01%0.04%Q3 2013Q2 202323
BDO Wealth Advisors, LLC 2210.02%0.05%0.07%Q2 2017Q2 202323
Baird Financial Group, Inc. 1850.00%0.01%0.03%Q3 2015Q3 202323
Elo Mutual Pension Insurance Co 23230.12%3.20%8.76%Q1 2018Q3 202323
Westside Investment Management, Inc. 1510.00%0.01%0.03%Q1 2017Q3 202323
Stonehearth Capital Management, LLC 23230.16%1.21%5.23%Q4 2014Q2 202023
Regal Investment Advisors LLC 1010.00%0.10%0.40%Q2 2013Q3 202323
BB&T SECURITIES, LLC 23230.01%0.03%0.08%Q1 2014Q3 201923
Avior Wealth Management, LLC 1510.00%0.00%0.00%Q1 2016Q3 202323
Cornerstone Wealth Management, LLC 1910.03%0.16%1.12%Q1 2016Q3 202222
Lester Murray Antman dba SimplyRich 1484.25%5.04%7.48%Q4 2017Q2 202322
Stewardship Financial Advisors, LLC 22221.64%3.99%6.08%Q4 2015Q1 202122
PRIVATE TRUST CO NA 910.00%0.05%0.10%Q1 2013Q3 202322
PDS Planning, Inc 2110.03%0.17%0.52%Q1 2018Q3 202322
JANUS HENDERSON GROUP PLC 2110.00%0.01%0.02%Q3 2013Q1 201922
Gemmer Asset Management LLC 1750.00%0.01%0.03%Q4 2015Q4 202122
BANK OF NOVA SCOTIA 1040.00%0.00%0.02%Q1 2013Q2 202222
Evanson Asset Management, LLC 22220.02%0.04%0.06%Q2 2018Q3 202322
Glovista Investments LLC 1010.05%0.62%3.08%Q2 2013Q2 202121
TD ASSET MANAGEMENT INC 2010.00%0.00%0.01%Q4 2014Q4 202021
ASSETMARK, INC 1810.00%0.01%0.02%Q2 2015Q3 202321
Edge Wealth Management LLC 2010.00%0.19%0.60%Q3 2016Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.09%0.48%Q3 2018Q3 202321
Vontobel Swiss Wealth Advisors AG 21210.37%2.85%8.05%Q2 2016Q2 202121
MorganRosel Wealth Management, LLC 20200.17%0.40%2.23%Q4 2018Q3 202320
Mascoma Wealth Management LLC 910.01%0.08%0.89%Q4 2016Q3 202320
OLD MISSION CAPITAL LLC 410.03%0.41%1.13%Q4 2014Q3 202320
Sound Income Strategies, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Ifrah Financial Services, Inc. 20200.84%1.08%1.48%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.36%0.53%0.72%Q4 2018Q3 202320
CITIZENS FINANCIAL GROUP INC/RI 1910.00%0.05%0.08%Q3 2018Q3 202320
American Portfolios Advisors 20200.01%0.05%0.12%Q4 2017Q3 202220
Integrated Wealth Concepts LLC 1910.03%0.12%0.74%Q1 2018Q3 202320
RHS Financial, LLC 20200.84%3.10%4.72%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.68%0.88%1.53%Q4 2018Q3 202320
C M BIDWELL & ASSOCIATES LTD 1730.00%0.04%0.09%Q4 2017Q3 202320
AlphaMark Advisors, LLC 1520.00%0.01%0.03%Q4 2016Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.15%0.26%Q4 2018Q3 202320
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 20200.01%0.21%0.60%Q3 2014Q2 201920
GOLDMAN SACHS GROUP INC 510.00%0.00%0.01%Q3 2012Q1 202220
Executive Wealth Management, LLC 20200.57%1.16%3.91%Q4 2018Q3 202320
Claro Advisors LLC 20200.05%0.15%0.32%Q4 2018Q3 202320
AdvisorNet Financial, Inc 1210.00%0.01%0.08%Q4 2017Q3 202320
MA Private Wealth 20200.32%0.45%0.64%Q4 2018Q3 202320
Archer Investment Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
Day & Ennis, LLC 20200.87%1.35%2.35%Q4 2018Q3 202320
Independence Bank of Kentucky 20200.01%0.05%0.21%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.07%0.57%1.55%Q4 2017Q4 202220
FinTrust Capital Advisors, LLC 20200.02%1.09%3.70%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.27%0.34%0.43%Q4 2018Q3 202320
EATON VANCE MANAGEMENT 760.00%0.00%0.00%Q1 2015Q1 202219
CAPTRUST FINANCIAL ADVISORS 1230.00%0.04%0.11%Q2 2013Q3 202319
WINTRUST INVESTMENTS LLC 1810.03%0.33%0.79%Q2 2016Q4 202219
CREDIT SUISSE AG/ 1110.00%0.01%0.06%Q1 2013Q2 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BBVA USA Bancshares, Inc. 1360.01%0.16%0.45%Q2 2013Q4 201919
MV CAPITAL MANAGEMENT, INC. 840.00%0.47%1.42%Q4 2014Q3 202219
Sterling Investment Advisors, Ltd. 19190.01%0.06%0.24%Q4 2017Q2 202219
STOCK YARDS BANK & TRUST CO 19190.03%0.07%0.13%Q1 2019Q3 202319
NewSquare Capital LLC 1810.00%0.01%0.06%Q4 2013Q3 202219
TSFG, LLC 19190.19%0.44%0.88%Q1 2019Q3 202319
CHILTON CAPITAL MANAGEMENT LLC 1210.01%0.02%0.03%Q1 2017Q3 202319
Private Capital Group, LLC 19190.08%0.15%0.20%Q4 2017Q2 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.05%0.12%0.23%Q1 2019Q3 202319
IHT Wealth Management, LLC 950.01%0.06%0.21%Q1 2017Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.07%0.14%Q1 2019Q3 202319
NewEdge Advisors, LLC 1210.00%0.14%0.55%Q2 2017Q3 202319
SRS Capital Advisors, Inc. 1010.01%0.67%1.59%Q4 2018Q3 202318
FLOW TRADERS U.S. LLC 410.00%0.13%0.45%Q3 2013Q3 202318
Titus Wealth Management 18182.94%4.06%5.49%Q1 2018Q2 202218
Measured Wealth Private Client Group, LLC 1710.04%0.42%0.77%Q3 2018Q3 202318
Dakota Wealth Management 1350.01%0.07%0.13%Q1 2019Q3 202318
BerganKDV Wealth Management, LLC 18180.07%2.56%3.43%Q1 2019Q2 202318
Rockefeller Capital Management L.P. 18180.00%0.01%0.01%Q2 2019Q3 202318
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1710.00%0.03%0.11%Q1 2019Q3 202318
LAZARD ASSET MANAGEMENT LLC 18180.00%0.02%0.08%Q2 2013Q3 201718
Jacobus Wealth Management, Inc. 18180.14%0.37%1.16%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.02%0.08%0.18%Q2 2013Q3 201718
Institute for Wealth Management, LLC. 1160.03%0.14%0.42%Q2 2017Q3 202118
Ellevest, Inc. 18180.00%0.01%0.02%Q4 2018Q1 202318
Crewe Advisors LLC 1350.00%0.02%0.06%Q4 2017Q3 202318
THOMPSON SIEGEL & WALMSLEY LLC 18180.00%0.00%0.00%Q1 2014Q2 201818
Burt Wealth Advisors 17170.03%2.15%6.37%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.03%0.08%Q2 2013Q2 201717
Choate Investment Advisors 17170.03%1.33%4.97%Q1 2017Q1 202117
SIGNET FINANCIAL MANAGEMENT, LLC 930.01%0.46%0.73%Q1 2018Q3 202317
Dorsey & Whitney Trust CO LLC 1340.05%0.13%0.24%Q2 2013Q3 201917
Old North State Trust, LLC 1430.00%0.42%0.93%Q3 2018Q1 202317
TOMPKINS FINANCIAL CORP 1610.00%0.00%0.01%Q1 2016Q1 202217
Asset Planning Services, Ltd. 1520.02%0.04%0.08%Q2 2015Q3 201917
WEATHERLY ASSET MANAGEMENT L. P. 17170.46%0.63%0.96%Q1 2014Q1 201817
BARCLAYS PLC 980.00%0.00%0.00%Q2 2016Q1 202117
SIMPLEX TRADING, LLC 510.00%0.01%0.04%Q4 2015Q2 202217
Physician Wealth Advisors, Inc. 17170.55%1.94%3.25%Q3 2019Q3 202317
Polaris Wealth Advisory Group, LLC 810.00%0.15%0.30%Q2 2017Q3 202317
Stratford Consulting, LLC 1520.07%0.19%0.25%Q2 2013Q4 201717
UNITED SERVICES AUTOMOBILE ASSOCIATION 17170.00%0.20%0.33%Q2 2015Q2 201917
Ellis Investment Partners, LLC 16160.00%0.28%0.55%Q4 2018Q3 202216
Merit Financial Group, LLC 16160.02%0.07%0.27%Q4 2019Q3 202316
Sargent Bickham Lagudis LLC 1410.00%0.00%0.01%Q2 2016Q1 202216
ASHFORD CAPITAL MANAGEMENT INC 1510.02%0.21%0.34%Q4 2015Q4 202016
Gladstone Institutional Advisory LLC 16160.02%0.09%0.24%Q1 2019Q4 202216
Clark Capital Management Group, Inc. 1220.02%0.09%0.25%Q2 2013Q4 202016
Columbus Macro, LLC 16160.19%0.38%0.75%Q4 2019Q3 202316
Baker Ellis Asset Management LLC 1420.03%0.04%0.06%Q4 2015Q4 201916
NORTHERN TRUST CORP 510.00%0.00%0.00%Q3 2013Q4 202216
StoneX Group Inc. 970.03%0.13%0.26%Q4 2017Q4 202116
LEVEL FOUR ADVISORY SERVICES, LLC 16160.04%0.13%0.28%Q4 2016Q3 202016
Beacon Financial Advisory LLC 16160.14%0.53%1.49%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Fragasso Group Inc. 16160.05%0.09%0.13%Q3 2017Q2 202116
JOHNSON INVESTMENT COUNSEL INC 1240.01%0.01%0.02%Q2 2017Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.03%0.06%Q4 2019Q3 202316
JRM Investment Counsel, LLC 16160.76%1.82%3.06%Q1 2016Q4 201916
Savior LLC 16160.00%0.02%0.36%Q4 2019Q3 202316
Belpointe Asset Management LLC 1010.01%0.04%0.21%Q4 2017Q1 202316
Equitable Holdings, Inc. 16160.02%0.09%0.22%Q4 2019Q3 202316
Archford Capital Strategies, LLC 1420.08%0.72%1.44%Q1 2019Q3 202316
RONALD BLUE & CO LLC 16160.12%2.72%22.31%Q3 2013Q2 201716
DOHJ, LLC 16160.12%0.54%1.29%Q4 2019Q3 202316
SEI INVESTMENTS CO 1510.00%0.01%0.03%Q4 2014Q3 202216
Vestcor Inc 16160.01%1.32%4.29%Q4 2019Q3 202316
COLONY GROUP LLC 1330.02%0.07%0.13%Q4 2013Q2 202016
Wade Financial Advisory, Inc 16163.34%5.13%6.36%Q4 2019Q3 202316
STEPHENS INC /AR/ 16160.06%0.13%0.19%Q2 2018Q1 202216
Winslow, Evans & Crocker, Inc. 1510.00%0.00%0.00%Q4 2013Q4 202016
WealthShield Partners, LLC 640.00%0.14%0.76%Q1 2018Q3 202316
Mission Creek Capital Partners, Inc. 16160.19%0.53%0.84%Q4 2019Q3 202316
Patten Group, Inc. 1510.01%0.02%0.02%Q4 2014Q4 201816
Heritage Wealth Advisors 1150.00%1.67%5.74%Q3 2015Q1 202016
First Heartland Consultants, Inc. 1330.04%0.58%1.34%Q2 2016Q4 202216
AE Wealth Management LLC 960.00%0.06%0.29%Q1 2019Q3 202315
ENTERPRISE FINANCIAL SERVICES CORP 15150.00%0.01%0.04%Q4 2017Q2 202115
Perigon Wealth Management, LLC 710.00%0.07%0.24%Q3 2011Q3 202315
REILLY FINANCIAL ADVISORS, LLC 15150.00%0.17%0.27%Q4 2016Q2 202015
CX Institutional 1310.00%0.43%0.78%Q2 2018Q2 202215
CCG WEALTH MANAGEMENT, LLC 1140.18%1.20%2.62%Q1 2019Q3 202315
Segment Wealth Management, LLC 15150.04%0.70%1.32%Q1 2017Q3 202015
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
Good Life Advisors, LLC 15150.03%0.09%0.16%Q3 2018Q1 202215
HILLTOP WEALTH ADVISORS, LLC 15150.16%0.93%5.27%Q4 2019Q2 202315
BlackRock Institutional Trust Company, N.A. 15150.02%0.03%0.04%Q2 2013Q4 201615
Veritable, L.P. 710.00%0.01%0.02%Q4 2013Q4 201915
BlackRock Investment Management, LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1140.05%0.11%0.18%Q4 2013Q1 201915
PITCAIRN CO 1410.02%0.42%1.77%Q4 2015Q4 202115
OSAIC HOLDINGS, INC. 15150.02%0.08%0.31%Q1 2020Q3 202315
Apella Capital, LLC 1230.29%0.53%0.86%Q1 2020Q4 202315
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 15150.11%0.16%0.18%Q1 2016Q3 201915
WASHINGTON TRUST Co 15150.00%0.00%0.00%Q1 2020Q3 202315
Armbruster Capital Management, Inc. 15150.22%0.30%0.38%Q1 2020Q3 202315
UBS ASSET MANAGEMENT AMERICAS INC 15150.00%0.03%0.10%Q1 2016Q3 201915
BlackRock Group LTD 15150.01%0.01%0.01%Q2 2013Q4 201615
Financial Advocates Investment Management 1310.01%0.04%0.08%Q4 2017Q4 202215
AGILIS PARTNERS LLC 1410.68%1.08%1.72%Q4 2019Q3 202315
O'Brien Wealth Partners LLC 15150.19%2.44%4.48%Q4 2015Q2 201915
Cutler Group LLC / CA 610.00%0.00%0.00%Q4 2015Q3 202215
Legacy Financial Advisors, Inc. 1320.29%4.45%5.73%Q4 2017Q3 202315
HIGH POINT BANK & TRUST CO 15150.03%0.62%1.06%Q2 2013Q4 201615
Advisor Group, Inc. 15150.05%0.08%0.18%Q2 2016Q4 201915
MSI Financial Services Inc 15150.03%0.14%0.32%Q2 2013Q4 201615
IFG Advisory, LLC 910.02%0.06%0.10%Q3 2019Q3 202314
Allianz Asset Management GmbH 1110.00%0.03%0.05%Q4 2014Q4 201814
SALEM INVESTMENT COUNSELORS INC 14140.00%0.01%0.01%Q2 2020Q3 202314
INVESTMENT CENTERS OF AMERICA INC 1110.04%0.11%0.22%Q2 2013Q3 201714
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.01%Q3 2016Q3 202314
NATIONAL PLANNING CORP 1220.04%0.09%0.23%Q2 2013Q3 201714
Beacon Pointe Advisors, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
Southern Wealth Management, LLP 14140.22%4.30%6.95%Q4 2019Q1 202314
HL FINANCIAL SERVICES LLC 950.01%0.02%0.04%Q3 2015Q1 201914
FIDUCIARY TRUST CO 14140.01%0.01%0.01%Q1 2020Q2 202314
ROPES WEALTH ADVISORS LLC 14140.90%1.54%2.16%Q3 2016Q4 201914
COMERICA SECURITIES INC 820.04%0.34%1.54%Q2 2013Q4 201814
Cetera Investment Advisers 1220.01%0.08%0.42%Q1 2019Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Sowell Financial Services LLC 710.02%0.09%0.62%Q4 2018Q3 202314
HighMark Wealth Management LLC 1310.00%0.01%0.03%Q4 2019Q3 202314
Tower Research Capital LLC (TRC) 410.00%0.00%0.02%Q2 2017Q3 202314
CVA Family Office, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
SYNOVUS FINANCIAL CORP 810.00%0.00%0.00%Q2 2013Q1 202014
Lee Financial Co 14140.01%0.64%1.35%Q2 2020Q3 202314
Westover Capital Advisors, LLC 14141.13%1.85%2.72%Q3 2016Q4 201914
Dynamic Advisor Solutions LLC 710.03%0.07%0.11%Q2 2017Q2 202213
V Wealth Advisors LLC 610.04%0.32%1.16%Q2 2016Q2 202213
Wealth Alliance 13130.26%0.73%0.92%Q4 2019Q4 202213
American Financial Advisors, LLC 13130.03%0.31%2.89%Q4 2018Q4 202113
Proficio Capital Partners LLC 13130.01%0.02%0.03%Q2 2016Q2 201913
BESSEMER GROUP INC 410.00%0.00%0.00%Q2 2013Q3 202313
Larson Financial Group LLC 850.00%0.00%0.01%Q4 2019Q3 202313
MADISON INVESTMENT HOLDINGS INC 13130.05%0.20%0.31%Q3 2016Q3 201913
MANUFACTURERS LIFE INSURANCE COMPANY, THE 940.00%0.00%0.00%Q4 2014Q3 201813
LVZ, Inc. 13130.80%3.86%6.02%Q4 2013Q4 201613
Pinnacle Bancorp, Inc. 13130.09%0.11%0.14%Q3 2020Q3 202313
Ferris Capital, LLC 1030.18%0.34%0.63%Q4 2018Q1 202213
Avion Wealth 13130.00%0.01%0.02%Q1 2020Q1 202313
Kestra Advisory Services, LLC 13130.03%0.08%0.20%Q3 2020Q3 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.45%0.71%1.78%Q4 2016Q4 201913
Snowden Capital Advisors LLC 510.00%0.14%0.55%Q1 2016Q3 202313
Laidlaw Wealth Management LLC 13130.20%0.38%0.53%Q3 2020Q3 202313
MIRSKY FINANCIAL MANAGEMENT CORP. 13133.22%3.44%3.73%Q4 2018Q4 202113
SHINE INVESTMENT ADVISORY SERVICES INC 13130.09%0.12%0.15%Q1 2017Q1 202013
Wealthcare Advisory Partners LLC 1110.00%0.02%0.05%Q4 2016Q1 202113
Valeo Financial Advisors, LLC 13130.00%0.01%0.01%Q1 2018Q1 202113
SVA Wealth Management, LLC 12120.03%0.62%1.28%Q4 2013Q3 201612
Paulson Wealth Management Inc. 12120.41%0.63%0.99%Q4 2017Q3 202012
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12120.02%0.03%0.04%Q4 2013Q3 201612
Mayflower Financial Advisors, LLC 12120.17%0.23%0.37%Q4 2020Q3 202312
Aries Wealth Management 660.11%0.16%0.21%Q3 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
BIEGEL & WALLER LLC 12127.18%11.32%13.13%Q4 2016Q3 201912
HARVEST GROUP WEALTH MANAGEMENT, LLC 750.01%1.62%6.65%Q2 2019Q2 202212
Madison Asset Management, LLC 12120.00%0.08%0.21%Q4 2019Q3 202212
BCGM Wealth Management, LLC 12120.11%0.40%0.85%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.34%0.79%1.26%Q4 2020Q3 202312
CAROLINAS WEALTH CONSULTING LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
Mosaic Family Wealth, LLC 12120.03%0.13%0.16%Q1 2019Q4 202112
Live Your Vision, LLC 1110.02%0.03%0.03%Q3 2015Q1 201912
PRINCIPAL FINANCIAL GROUP INC 12120.00%0.00%0.00%Q4 2018Q3 202112
Faithward Advisors, LLC 620.00%0.01%0.02%Q4 2019Q1 202312
OneDigital Investment Advisors LLC 1020.01%0.10%0.15%Q2 2019Q4 202212
Tacita Capital Inc 12120.88%2.30%2.98%Q4 2020Q3 202312
CIBC Private Wealth Group, LLC 610.00%0.01%0.01%Q2 2015Q1 202212
Tolleson Wealth Management, Inc. 12120.07%0.37%0.76%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.21%0.76%1.44%Q4 2020Q3 202312
SUNTRUST BANKS INC 1110.00%0.02%0.04%Q3 2015Q3 201912
B. Riley Wealth Advisors, Inc. 610.00%0.10%0.26%Q4 2014Q3 202312
ANDERSON HOAGLAND & CO 12121.16%1.24%1.31%Q4 2020Q3 202312
SSI INVESTMENT MANAGEMENT LLC 12120.04%0.06%0.07%Q3 2016Q2 201912
Klingman & Associates, LLC 840.03%0.06%0.09%Q4 2014Q4 201912
Yorktown Management & Research Co Inc 12120.04%0.05%0.06%Q1 2014Q4 201612
FMA ADVISORY INC 1010.00%1.34%1.65%Q2 2015Q4 201912
DB Wealth Management Group, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Liquid Strategies, LLC 12120.28%0.85%2.73%Q4 2019Q3 202212
Tradition Wealth Management, LLC 12120.01%0.08%0.34%Q4 2020Q3 202312
S.A. Mason LLC 11110.02%0.03%0.03%Q4 2019Q2 202211
Simplicity Solutions, LLC 510.01%0.07%0.36%Q1 2019Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.01%Q1 2021Q3 202311
New England Investment & Retirement Group, Inc. 11112.00%4.35%6.53%Q1 2016Q3 201811
EVERMAY WEALTH MANAGEMENT LLC 1010.00%0.04%0.46%Q4 2013Q3 202311
ALTFEST L J & CO INC 11110.11%0.59%3.07%Q4 2017Q2 202011
Smithfield Trust Co 510.00%0.00%0.01%Q4 2013Q3 202211
Spire Wealth Management 11110.01%0.03%0.09%Q1 2021Q3 202311
Mandatum Life Insurance Co Ltd 11110.04%0.05%0.06%Q4 2015Q2 201811
CreativeOne Wealth, LLC 11110.02%0.31%0.97%Q4 2020Q2 202311
TRUST CO OF VERMONT 1010.00%0.00%0.00%Q3 2013Q3 201611
DUBUQUE BANK & TRUST CO 11110.00%0.00%0.01%Q3 2016Q1 201911
FORVIS Wealth Advisors, LLC 11110.11%0.64%0.97%Q3 2013Q1 201611
FDx Advisors, Inc. 430.01%0.08%0.25%Q1 2016Q1 202311
9258 Wealth Management, LLC 11110.05%0.09%0.11%Q4 2019Q2 202211
MMA ASSET MANAGEMENT LLC 11110.14%0.17%0.20%Q1 2021Q3 202311
ARS Wealth Advisors, LLC 920.12%0.89%1.62%Q4 2013Q4 201611
ProVise Management Group, LLC 920.05%0.10%0.23%Q2 2013Q1 201611
Pallas Capital Advisors LLC 11110.02%0.05%0.10%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.46%0.81%1.28%Q4 2018Q2 202111
Ameritas Investment Company, LLC 11110.00%0.08%0.17%Q1 2019Q3 202111
Alpha Omega Wealth Management LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
YorkBridge Wealth Partners, LLC 11110.02%0.03%0.03%Q4 2016Q2 201911
Pacifica Partners Inc. 830.00%0.01%0.02%Q4 2020Q4 202311
JFS WEALTH ADVISORS, LLC 420.00%0.00%0.02%Q2 2014Q4 201911
Qube Research & Technologies Ltd 610.00%0.02%0.07%Q1 2020Q3 202311
PRUDENTIAL FINANCIAL INC 620.00%0.00%0.02%Q4 2018Q3 202311
PFG Advisors 510.02%0.10%0.27%Q4 2017Q3 202311
Peterson Wealth Advisors, LLC 11113.95%4.42%4.80%Q4 2017Q2 202011
Kathmere Capital Management, LLC 11110.07%0.60%1.60%Q4 2019Q2 202211
Financial Architects, Inc 710.00%0.01%0.03%Q4 2016Q2 202011
TRUEWEALTH LLC 11110.01%0.02%0.02%Q4 2017Q2 202011
Indie Asset Partners, LLC 11110.20%0.25%0.31%Q2 2020Q4 202211
Daiwa SB Investments Ltd. 910.02%0.03%0.04%Q3 2016Q1 201910
Western Wealth Management, LLC 730.02%0.05%0.08%Q4 2018Q3 202210
Vigilant Capital Management, LLC 510.00%0.01%0.01%Q2 2016Q4 202210
Financial Insights, Inc. 10102.83%3.37%4.14%Q4 2018Q1 202110
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.03%Q1 2021Q3 202310
SNS Financial Group, LLC 640.06%0.21%0.48%Q1 2013Q3 201510
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.03%Q2 2018Q3 202010
SG Americas Securities, LLC 610.00%0.02%0.11%Q4 2014Q1 201810
Horst & Graben Wealth Management LLC 10100.10%1.22%2.75%Q1 2020Q2 202210
CORRADO ADVISORS, LLC 910.01%0.54%0.79%Q1 2019Q4 202210
White Lighthouse Investment Management Inc. 10100.16%0.45%0.61%Q4 2017Q1 202010
Soltis Investment Advisors LLC 10100.03%0.37%0.88%Q4 2019Q1 202210
Syverson Strege & Co 10100.08%0.78%1.40%Q4 2020Q1 202310
Foster Group, Inc. 10100.03%0.04%0.04%Q2 2021Q3 202310
Alta Wealth Advisors LLC 10100.15%0.34%0.48%Q4 2020Q1 202310
BOKF, NA 810.00%0.01%0.02%Q3 2018Q3 202110
Atlas Private Wealth Advisors 10100.13%1.21%2.48%Q2 2020Q3 202210
Lumature Wealth Partners, LLC 10100.01%0.01%0.03%Q1 2021Q2 202310
PEDDOCK CAPITAL ADVISORS, LLC 510.00%0.07%0.24%Q1 2015Q4 202010
ALTERNA WEALTH MANAGEMENT, INC 610.56%1.72%4.46%Q1 2019Q4 202210
Venturi Wealth Management, LLC 640.00%0.16%0.73%Q4 2015Q3 202310
Seneca House Advisors 991.32%1.46%1.57%Q4 2017Q4 20199
DIMENSION CAPITAL MANAGEMENT LLC 990.11%0.16%0.23%Q3 2017Q3 20199
Virtu Financial LLC 310.02%0.04%0.08%Q1 2018Q3 20239
Vontobel Holding Ltd. 990.00%0.00%0.01%Q3 2021Q3 20239
Sonora Investment Management, LLC 990.00%0.00%0.00%Q3 2019Q3 20219
VISTA INVESTMENT MANAGEMENT 990.18%0.22%0.26%Q4 2017Q4 20199
Parkwood LLC 990.20%2.10%6.01%Q2 2015Q2 20179
Pinnacle Summer Investments, Inc. 990.00%0.14%0.29%Q4 2013Q4 20159
FIRST MERCHANTS CORP 990.02%0.07%0.14%Q3 2017Q3 20199
WealthPLAN Partners, LLC 210.00%1.43%2.89%Q1 2015Q2 20239
Estate Counselors, LLC 630.28%0.78%1.66%Q4 2017Q2 20209
SII INVESTMENTS INC/WI 410.02%0.05%0.09%Q2 2013Q3 20179
ALPHASIMPLEX GROUP, LLC 510.15%0.41%1.07%Q4 2017Q4 20209
Evolution Wealth Advisors, LLC 630.00%0.04%0.08%Q4 2018Q4 20219
Kingsview Wealth Management, LLC 720.03%0.05%0.07%Q2 2020Q3 20229
Itau Unibanco Holding S.A. 880.04%0.49%1.08%Q2 2016Q1 20189
Crabel Capital Management, LLC 710.08%0.55%1.27%Q1 2018Q1 20239
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 990.01%0.02%0.04%Q4 2019Q4 20219
Aberdeen Wealth Management LLC 810.32%0.36%0.40%Q1 2021Q3 20239
SignalPoint Asset Management, LLC 990.11%0.19%0.22%Q4 2017Q4 20199
SHAKESPEARE WEALTH MANAGEMENT, INC. 993.59%4.59%5.54%Q4 2017Q4 20199
Atlantic Union Bankshares Corp 810.07%0.11%0.14%Q4 2015Q1 20189
Aviance Capital Partners, LLC 990.08%0.13%0.17%Q1 2016Q1 20189
High Net Worth Advisory Group LLC 990.08%0.15%0.21%Q4 2021Q4 20239
Barber Financial Group, Inc. 990.05%0.06%0.08%Q4 2017Q4 20199
Sanford Advisory Services, LLC 990.17%0.42%0.73%Q4 2020Q4 20229
Ballast, Inc. 990.27%2.18%2.69%Q4 2017Q4 20199
OAKWOOD CAPITAL MANAGEMENT LLC/CA 410.05%0.14%0.32%Q3 2015Q2 20219
CAPITAL ONE FINANCIAL CORP 990.34%1.57%2.07%Q1 2020Q1 20229
Miracle Mile Advisors, LLC 990.29%3.09%7.23%Q4 2014Q4 20169
IFC Holdings Incorporated/FL 610.02%0.15%0.24%Q2 2013Q1 20179
Shore Point Advisors, LLC 880.64%0.74%0.84%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.01%0.01%Q3 2021Q3 20238
AVAII WEALTH MANAGEMENT, LLC 880.28%0.34%0.42%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.37%0.90%1.19%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.26%0.91%1.60%Q4 2021Q3 20238
HYA Advisors, Inc 710.14%0.38%1.81%Q4 2019Q2 20228
Concert Wealth Management Inc. 310.03%0.05%0.06%Q2 2013Q3 20168
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 710.06%0.80%2.94%Q4 2020Q4 20228
BOYS ARNOLD & CO INC 410.03%0.04%0.05%Q2 2016Q2 20198
UMB Bank, n.a. 880.02%0.06%0.08%Q4 2021Q3 20238
MKD WEALTH COACHES, LLC 882.91%4.65%7.15%Q4 2018Q3 20208
Argent Trust Co 880.09%0.14%0.20%Q4 2014Q3 20168
Patriot Financial Group Insurance Agency, LLC 610.00%0.02%0.05%Q4 2016Q4 20228
Capital Asset Advisory Services LLC 880.00%0.01%0.02%Q4 2019Q3 20218
Certified Advisory Corp 440.03%0.28%0.76%Q1 2019Q2 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Gateway Advisory, LLC 880.90%1.55%2.68%Q3 2013Q2 20158
GREAT VALLEY ADVISOR GROUP, INC. 880.07%0.89%5.50%Q4 2018Q3 20208
True Link Financial Advisors, LLC 880.13%0.19%0.31%Q4 2020Q3 20228
Bell Rock Capital LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Pacific Center for Financial Services 880.01%0.01%0.01%Q1 2018Q4 20198
Sierra Capital LLC 880.00%0.15%0.20%Q1 2021Q4 20228
MATHER GROUP, LLC. 510.04%0.10%0.17%Q3 2019Q3 20238
Mutual Advisors, LLC 620.04%0.08%0.11%Q4 2017Q4 20228
Galvin, Gaustad & Stein, LLC 710.02%0.02%0.02%Q4 2020Q4 20228
Baron Financial Group, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Bryant Woods Investment Advisors, LLC 880.34%0.44%0.55%Q4 2021Q3 20238
Rise Advisors, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
QUADRANT CAPITAL GROUP LLC 880.00%0.00%0.00%Q4 2019Q3 20218
Betterment LLC 880.01%0.02%0.02%Q2 2021Q1 20238
OmniStar Financial Group, Inc. 310.02%0.64%1.19%Q4 2017Q4 20227
Personal Wealth Partners 610.02%3.69%24.38%Q4 2018Q2 20217
Truehand, Inc 770.02%0.02%0.03%Q2 2020Q4 20217
VIRIDIAN RIA, LLC 520.16%0.17%0.19%Q2 2020Q1 20227
Krilogy Financial LLC 770.00%0.00%0.00%Q2 2016Q4 20177
HENGEHOLD CAPITAL MANAGEMENT LLC 770.22%3.69%8.93%Q2 2013Q4 20147
COMMUNITY TRUST & INVESTMENT CO 771.36%1.53%1.72%Q2 2013Q4 20147
OPTIMUM INVESTMENT ADVISORS 770.00%0.00%0.01%Q3 2013Q1 20157
Karpus Management, Inc. 770.03%0.25%0.49%Q4 2021Q2 20237
WISCONSIN CAPITAL MANAGEMENT LLC 770.29%0.43%0.68%Q2 2013Q4 20147
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.03%0.04%Q2 2013Q4 20147
Strategic Blueprint, LLC 610.01%0.17%0.42%Q3 2019Q3 20237
TWO SIGMA SECURITIES, LLC 430.01%0.01%0.02%Q2 2020Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.11%0.28%Q1 2022Q3 20237
Wealthspire Advisors, LLC 610.01%0.01%0.02%Q3 2021Q3 20237
HSBC HOLDINGS PLC 520.00%0.00%0.00%Q3 2019Q3 20217
Charter Oak Capital Management, LLC 770.03%0.05%0.07%Q4 2020Q2 20227
LifePlan Financial Group, Inc 770.02%0.02%0.03%Q1 2019Q3 20207
Squar Milner Financial Services LLC 520.01%0.02%0.04%Q2 2018Q1 20207
Keebeck Wealth Management, LLC 610.05%0.21%0.59%Q4 2019Q3 20237
PATHSTONE FAMILY OFFICE, LLC 770.01%0.01%0.02%Q4 2018Q2 20207
Carnegie Capital Asset Management, LLC 610.02%0.13%0.18%Q4 2013Q4 20227
All Terrain Financial Advisors, LLC 770.07%0.08%0.10%Q2 2018Q4 20197
Oakworth Capital, Inc. 610.00%0.01%0.02%Q4 2015Q3 20217
Shelter Ins Retirement Plan 7710.18%10.38%10.70%Q3 2019Q1 20217
BW Gestao de Investimentos Ltda. 410.36%1.30%3.13%Q2 2017Q1 20207
Fieldpoint Private Securities, LLC 410.00%0.04%0.22%Q2 2018Q3 20217
Community Financial Services Group, LLC 770.09%0.10%0.11%Q2 2018Q4 20197
Pettinga Financial Advisors LLC 520.13%2.40%4.44%Q1 2019Q4 20227
MUFG Americas Holdings Corp 770.00%0.00%0.00%Q1 2014Q3 20157
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
iAB Financial Bank 770.30%0.40%0.46%Q4 2015Q2 20177
Weaver Consulting Group 770.01%0.02%0.02%Q1 2019Q3 20207
Edge Advisors, LLC 770.00%0.00%0.01%Q4 2016Q2 20187
State of New Jersey Common Pension Fund D 770.02%0.36%0.52%Q4 2014Q2 20167
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 430.19%0.32%0.44%Q2 2013Q1 20237
Hoover Financial Advisors, Inc. 770.15%0.30%0.72%Q4 2019Q2 20217
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q2 2013Q3 20237
PARK AVENUE SECURITIES LLC 310.00%1.27%2.55%Q1 2016Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Resource Planning Group 310.16%0.22%0.29%Q1 2021Q2 20237
180 WEALTH ADVISORS, LLC 770.13%0.20%0.29%Q3 2018Q1 20207
ROFFMAN MILLER ASSOCIATES INC /PA/ 610.01%0.03%0.04%Q3 2018Q2 20237
Graves Light Lenhart Wealth, Inc. 770.02%0.03%0.03%Q4 2020Q2 20227
Premia Global Advisors, LLC 770.31%0.51%0.91%Q4 2017Q2 20197
Balentine LLC 770.01%0.01%0.01%Q2 2016Q4 20177
Syntal Capital Partners, LLC 770.10%0.66%1.24%Q2 2019Q4 20207
Quantitative Advantage, LLC 311.47%2.32%4.84%Q3 2014Q2 20196
AMUNDI ASSET MANAGEMENT US, INC. 660.02%0.03%0.04%Q2 2015Q3 20166
Merriman Wealth Management, LLC 510.10%0.26%0.34%Q2 2020Q4 20216
Northwest Capital Management Inc 660.33%2.31%3.37%Q2 2022Q3 20236
MFA WEALTH ADVISORS, LLC 410.00%0.44%0.58%Q4 2017Q2 20206
Sage Mountain Advisors LLC 660.00%0.00%0.02%Q4 2021Q1 20236
D. E. Shaw & Co., Inc. 660.01%0.02%0.03%Q2 2013Q3 20146
Independent Portfolio Consultants, Inc. 660.01%0.06%0.10%Q1 2016Q2 20176
London & Capital Asset Management Ltd 660.04%0.04%0.06%Q4 2018Q1 20206
SeaCrest Wealth Management, LLC 660.04%0.04%0.05%Q4 2017Q1 20196
JOURNEY STRATEGIC WEALTH LLC 660.09%0.44%0.82%Q2 2022Q3 20236
PERSONAL CFO SOLUTIONS, LLC 660.07%0.08%0.10%Q2 2022Q3 20236
WEALTHSOURCE PARTNERS, LLC 660.11%1.10%2.20%Q2 2022Q3 20236
SMITH HAYES Advisers, Inc 660.05%0.10%0.12%Q4 2014Q1 20166
Canton Hathaway, LLC 660.02%0.02%0.02%Q3 2018Q4 20196
Stratos Wealth Advisors, LLC 660.04%0.05%0.10%Q2 2022Q3 20236
Banco Santander, S.A. 310.07%0.13%0.31%Q4 2016Q3 20236
Verition Fund Management LLC 310.01%0.02%0.03%Q4 2016Q2 20206
First Allied Asset Management, Inc. 660.04%0.12%0.38%Q3 2013Q4 20146
Baystate Wealth Management LLC 330.00%0.08%0.19%Q4 2017Q4 20226
SteelPeak Wealth, LLC 660.02%0.32%0.66%Q3 2021Q4 20226
Placemark Investments, Inc. 660.01%0.01%0.02%Q3 2013Q4 20146
Blue Trust, Inc. 660.00%0.11%0.24%Q2 2022Q3 20236
Mitsubishi UFJ Asset Management (UK) Ltd. 660.36%1.35%2.81%Q3 2018Q4 20196
MARINO, STRAM & ASSOCIATES LLC 660.02%0.02%0.02%Q4 2017Q1 20196
QUALCOMM INC/DE 663.20%4.30%5.84%Q2 2013Q3 20146
Eudaimonia Partners, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
Aevitas Wealth Management, Inc. 660.04%0.04%0.04%Q4 2017Q1 20196
ASPIRIANT HOLDINGS S3, LLC 510.12%1.49%3.26%Q2 2013Q4 20156
COMERICA SECURITIES,INC. 330.05%0.28%0.43%Q1 2019Q4 20226
Financial Engines Advisors L.L.C. 660.00%0.00%0.00%Q1 2022Q2 20236
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.01%Q1 2014Q2 20156
Hoxton Financial, Inc. 660.04%0.08%0.10%Q4 2014Q1 20166
Wealthsimple US, Ltd. 665.07%5.49%5.89%Q4 2019Q1 20216
LVW Advisors, LLC 660.12%0.27%0.55%Q2 2022Q3 20236
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 660.24%1.36%2.89%Q2 2022Q3 20236
Trexquant Investment LP 210.01%0.02%0.05%Q1 2020Q3 20236
Stephens Consulting, LLC 660.01%0.02%0.05%Q2 2022Q3 20236
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q1 2014Q3 20236
Stokes Family Office, LLC 660.00%0.98%2.28%Q2 2022Q3 20236
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.54%1.43%Q2 2014Q1 20196
NewFocus Financial Group, LLC 510.10%0.44%0.56%Q4 2015Q4 20196
Gibraltar Capital Management, Inc. 660.53%0.65%0.79%Q3 2019Q4 20206
EverSource Wealth Advisors, LLC 660.00%0.03%0.10%Q2 2022Q3 20236
MAI Capital Management 660.01%0.03%0.03%Q2 2022Q3 20236
Lantz Financial LLC 660.16%0.48%0.94%Q2 2022Q3 20236
Centerpoint Advisors, LLC 420.00%0.00%0.01%Q4 2019Q3 20236
Leicht Financial Planning & Wealth Management, Inc. 420.26%0.82%2.15%Q4 2016Q4 20196
Rede Wealth, LLC 660.14%0.20%0.30%Q4 2020Q1 20226
UBS AG 660.03%0.04%0.05%Q2 2013Q3 20146
Forum Private Client Group LLC 660.40%0.58%0.73%Q1 2022Q2 20236
CFS Investment Advisory Services, LLC 410.03%0.20%0.46%Q4 2020Q2 20236
RMB Capital Management, LLC 660.02%0.02%0.03%Q4 2017Q1 20196
Bristlecone Advisors, LLC 660.05%0.06%0.06%Q2 2022Q3 20236
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Brio Consultants, LLC 662.61%2.87%3.27%Q2 2022Q3 20236
Frontier Asset Management, LLC 661.12%4.33%6.92%Q2 2022Q3 20236
Opes Advisors Inc 660.41%4.09%6.08%Q4 2016Q1 20186
Ford Financial Group, LLC 310.00%0.23%0.59%Q4 2017Q4 20216
Argentus Capital Management, LLC 660.00%0.04%0.12%Q2 2015Q3 20166
TRANSCEND CAPITAL ADVISORS, LLC 660.03%0.07%0.14%Q2 2022Q3 20236
TNF LLC 660.17%0.69%1.56%Q2 2022Q3 20236
Covington Capital Management 420.00%0.00%0.00%Q3 2017Q1 20206
HHG & Company, LLC 660.13%0.17%0.19%Q4 2013Q1 20156
RGT Wealth Advisors, LLC 410.00%1.18%1.95%Q2 2019Q2 20225
Mirae Asset Global Investments Co., Ltd. 310.00%0.02%0.05%Q2 2012Q3 20145
Robertson Stephens Wealth Management, LLC 550.03%0.10%0.17%Q2 2022Q2 20235
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q1 2016Q2 20235
Sovereign Financial Group, Inc. 550.09%0.20%0.38%Q2 2022Q2 20235
EQ LLC 550.23%1.41%2.46%Q2 2022Q2 20235
MYCIO WEALTH PARTNERS, LLC 210.00%0.02%0.02%Q2 2016Q4 20195
Black Diamond Financial, LLC 550.19%0.22%0.24%Q4 2018Q4 20195
Quadrant Private Wealth Management, LLC 410.07%0.14%0.38%Q2 2022Q3 20235
Strid Group, LLC 550.79%4.04%6.49%Q4 2015Q4 20165
Aspire Private Capital, LLC 550.00%0.04%0.20%Q3 2022Q3 20235
ONE Advisory Partners, LLC 550.13%1.05%2.76%Q2 2022Q2 20235
Clarus Wealth Advisors 550.06%0.16%0.32%Q2 2018Q2 20195
Intercontinental Wealth Advisors, LLC 550.04%0.05%0.06%Q4 2018Q4 20195
Haverford Financial Services, Inc. 550.12%0.12%0.13%Q1 2016Q1 20175
RESOLUTE FINANCIAL, LLC 550.59%0.62%0.64%Q4 2021Q4 20225
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 550.18%0.49%0.99%Q2 2018Q2 20195
Cypress Wealth Services, LLC 550.06%0.56%1.01%Q2 2022Q2 20235
Wescott Financial Advisory Group, LLC 550.06%0.07%0.07%Q3 2022Q3 20235
One Wealth Advisors, LLC 550.14%0.27%0.56%Q3 2022Q3 20235
Avidian Wealth Solutions, LLC 550.01%0.03%0.06%Q2 2022Q2 20235
PROVENCE WEALTH MANAGEMENT GROUP 410.08%1.72%2.60%Q2 2022Q3 20235
Kiwi Wealth Investments Limited Partnership 550.50%0.89%1.59%Q3 2014Q3 20155
Itau USA Asset Management Inc. 550.47%0.75%1.29%Q4 2014Q4 20155
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q1 2018Q1 20195
Bouchey Financial Group Ltd 550.42%0.53%0.59%Q4 2015Q4 20165
Sandy Spring Bank 320.00%0.00%0.00%Q2 2014Q2 20215
CENTRAL TRUST Co 410.00%0.00%0.00%Q2 2019Q3 20235
Sowa Financial Group, Inc. 550.11%0.13%0.19%Q4 2019Q4 20205
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.02%Q4 2016Q4 20175
MCIA Inc 320.12%0.55%1.38%Q2 2017Q4 20225
Landsberg, Bennett, & Dubbaneh LLC 550.58%0.89%1.32%Q4 2018Q4 20195
PRIVATE CAPITAL MANAGEMENT LLC 550.16%0.21%0.23%Q4 2018Q4 20195
BUCKINGHAM STRATEGIC WEALTH, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Endurance Wealth Management, Inc. 550.00%0.00%0.00%Q1 2018Q1 20195
WEDBUSH SECURITIES INC 320.01%0.01%0.01%Q3 2021Q4 20225
Detalus Advisors, LLC 550.21%1.24%2.93%Q3 2022Q3 20235
AEGON USA Investment Management, LLC 550.01%0.03%0.13%Q2 2013Q2 20145
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
WCG Wealth Advisors LLC 550.08%0.13%0.15%Q3 2022Q3 20235
MAGNOLIA CAPITAL ADVISORS LLC 550.07%0.41%1.38%Q1 2021Q1 20225
LIBERTY WEALTH MANAGEMENT LLC 320.08%0.44%1.15%Q2 2022Q3 20235
RAYMOND JAMES TRUST N.A. 210.01%0.01%0.01%Q2 2018Q4 20225
Wolff Financial Management LLC 410.10%0.12%0.14%Q1 2021Q3 20225
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
Alexandria Capital, LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Lucia Wealth Services, LLC 410.04%0.61%1.57%Q4 2017Q1 20195
VICTORY CAPITAL MANAGEMENT INC 550.04%0.06%0.08%Q3 2019Q3 20205
BRANDYWINE OAK PRIVATE WEALTH LLC 320.02%0.07%0.13%Q4 2018Q4 20215
Johnson Financial Group, Inc. 210.00%0.01%0.02%Q1 2015Q4 20225
VERITY Wealth Advisors 550.70%0.93%1.20%Q4 2018Q4 20195
Cypress Wealth Advisors LLC 440.22%0.27%0.34%Q2 2015Q1 20164
Price Wealth, LLC 440.00%0.01%0.01%Q3 2019Q2 20204
Renaissance Technologies 440.00%0.00%0.00%Q4 2022Q3 20234
COMMUNITY BANK SYSTEM, INC. 440.11%0.12%0.15%Q4 2013Q3 20144
STATE STREET CORP 440.00%0.00%0.00%Q2 2016Q1 20174
Carr Financial Group Corp 444.44%4.79%5.07%Q4 2022Q3 20234
Orion Capital Management LLC 440.00%0.00%0.00%Q4 2020Q3 20214
HERITAGE INVESTORS MANAGEMENT CORP 310.01%0.02%0.02%Q1 2017Q3 20234
KARLINSKI ANDREW C 440.07%0.09%0.10%Q4 2021Q3 20224
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.36%0.52%0.64%Q4 2018Q3 20194
BROWN ADVISORY INC 310.00%0.00%0.00%Q1 2014Q4 20174
Grey Fox Wealth Advisors, LLC 440.17%0.41%0.51%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Crestwood Advisors Group, LLC 310.00%0.71%1.32%Q2 2013Q1 20174
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Manifold Partners, LLC 210.08%1.19%2.75%Q3 2013Q3 20164
TCG Advisory Services, LLC 440.07%0.08%0.09%Q1 2021Q4 20214
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q4 2019Q4 20214
SageView Advisory Group, LLC 440.11%0.28%0.55%Q4 2022Q3 20234
Richard P Slaughter Associates Inc 443.75%4.16%4.55%Q4 2019Q3 20204
PATTEN & PATTEN INC/TN 440.11%0.19%0.30%Q3 2014Q2 20154
Eagle Ridge Investment Management 310.03%0.03%0.04%Q3 2017Q2 20214
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 440.00%0.01%0.01%Q1 2021Q4 20214
INSIGNEO ADVISORY SERVICES, LLC 440.10%0.12%0.17%Q4 2022Q3 20234
EMORY UNIVERSITY 440.00%0.00%0.00%Q1 2013Q4 20134
HM PAYSON & CO 440.00%0.00%0.00%Q2 2020Q1 20214
DIVIDEND ASSETS CAPITAL, LLC 310.01%0.01%0.03%Q2 2018Q2 20214
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q4 2022Q3 20234
QS Investors, LLC 210.00%0.00%0.01%Q1 2017Q1 20204
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Stone House Investment Management, LLC 440.00%2.25%3.42%Q2 2022Q1 20234
UNITED BANK 440.15%4.32%6.21%Q1 2018Q4 20184
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Kissinger Financial Services LLC 442.94%3.21%3.54%Q3 2016Q2 20174
Calamos Wealth Management LLC 310.02%0.03%0.03%Q1 2021Q1 20224
Claraphi Advisory Network, LLC 310.00%0.22%0.33%Q4 2017Q3 20194
YHB Investment Advisors, Inc. 440.06%0.09%0.11%Q4 2022Q3 20234
Bay Harbor Wealth Management, LLC 310.00%1.29%1.92%Q3 2019Q4 20224
Sageworth Trust Co 440.00%0.01%0.01%Q1 2017Q4 20174
Raleigh Capital Management Inc. 440.01%0.33%0.56%Q2 2022Q1 20234
Wealthsimple Inc. 4423.65%25.07%28.90%Q4 2021Q3 20224
Sunbelt Securities, Inc. 310.00%0.00%0.00%Q4 2016Q3 20234
BetterWealth, LLC 440.39%3.55%8.66%Q4 2021Q3 20224
Gradient Investments LLC 210.00%0.00%0.00%Q2 2013Q1 20234
Park Place Capital Corp 440.03%0.09%0.24%Q4 2022Q3 20234
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.17%0.26%Q2 2022Q1 20234
Life Planning Partners, Inc 440.00%0.00%0.00%Q4 2021Q3 20224
Perennial Investment Advisors, LLC 440.10%0.13%0.22%Q2 2022Q1 20234
Arlington Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BLACKROCK ADVISORS LLC 440.00%0.01%0.02%Q1 2016Q4 20164
Farther Finance Advisors, LLC 440.01%0.26%0.97%Q4 2022Q3 20234
Chicago Partners Investment Group LLC 440.00%0.00%0.01%Q4 2017Q3 20184
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
MRA Associates USA LLC 440.12%0.31%0.49%Q4 2018Q3 20194
ERn Financial, LLC 440.06%0.06%0.07%Q2 2022Q1 20234
Intelligence Driven Advisers, LLC 440.19%2.00%2.76%Q3 2022Q2 20234
Strategic Capital Group LLC 440.01%0.33%0.49%Q2 2013Q1 20144
Vestpro Financial Partners, Inc. dba CPF Texas 440.06%0.27%0.38%Q4 2017Q3 20184
Sutton Wealth Advisors Inc. 440.03%0.03%0.04%Q4 2018Q3 20194
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 210.01%0.01%0.01%Q4 2017Q1 20194
TORONTO DOMINION BANK 210.00%0.00%0.00%Q2 2016Q1 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.12%0.16%0.21%Q4 2022Q3 20234
Wealth Advisory Solutions, LLC 440.34%0.46%0.53%Q4 2019Q3 20204
Fiduciary Planning LLC 310.01%1.03%4.09%Q4 2019Q1 20214
Monterey Private Wealth, Inc. 440.20%0.51%0.92%Q4 2019Q3 20204
Endowment Wealth Management, Inc. 440.26%0.31%0.34%Q4 2022Q3 20234
TCI Wealth Advisors, Inc. 210.00%0.01%0.04%Q1 2019Q1 20234
IBEX WEALTH ADVISORS 220.62%0.89%1.14%Q2 2017Q2 20184
AIMZ Investment Advisors, LLC 310.10%0.17%0.19%Q4 2014Q1 20164
Advisory Alpha, LLC 310.02%0.02%0.02%Q1 2019Q1 20204
Resurgent Financial Advisors LLC 440.02%0.03%0.08%Q4 2022Q3 20234
Foundations Investment Advisors, LLC 440.01%0.40%0.69%Q2 2022Q1 20234
SAXON INTERESTS, INC. 440.16%0.29%0.49%Q3 2022Q2 20234
Cypress Point Wealth Management, LLC 440.52%0.76%0.94%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.00%0.01%0.02%Q4 2021Q4 20224
Verde Capital Management 210.08%2.76%5.44%Q4 2019Q4 20214
LMG Wealth Partners, LLC 441.36%1.52%1.64%Q4 2022Q3 20234
Oak Asset Management, LLC 440.14%0.15%0.16%Q1 2019Q4 20194
Providence Capital Advisors, LLC 210.01%0.01%0.02%Q4 2017Q3 20234
WRAPMANAGER INC 440.08%0.11%0.14%Q2 2020Q1 20214
Castle Rock Wealth Management, LLC 210.30%0.41%0.53%Q3 2019Q2 20203
Interchange Capital Partners, LLC 330.25%0.45%0.76%Q2 2022Q4 20223
Virtu KCG Holdings LLC 110.00%0.06%0.15%Q1 2014Q2 20173
Acorn Wealth Advisors, LLC 330.11%0.12%0.13%Q4 2017Q2 20183
Hefty Wealth Partners 210.00%0.40%0.63%Q3 2016Q1 20183
ZRC WEALTH MANAGEMENT, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Scarborough Advisors, LLC 331.36%1.44%1.60%Q2 2022Q4 20223
Keystone Wealth Services, LLC 330.28%0.41%0.56%Q1 2023Q3 20233
High Falls Advisors, Inc 333.15%3.41%3.81%Q2 2022Q4 20223
ANALYTIC INVESTORS, LLC 210.02%0.02%0.02%Q4 2014Q4 20153
TCWP LLC 330.04%0.15%0.36%Q4 2022Q2 20233
Marks Group Wealth Management, Inc 330.21%0.33%0.55%Q2 2022Q4 20223
Flagship Private Wealth, LLC 330.36%0.40%0.47%Q4 2020Q2 20213
Apollon Wealth Management, LLC 330.04%0.06%0.08%Q2 2022Q4 20223
Jane Street Holding, LLC 330.01%0.08%0.12%Q2 2013Q4 20133
JMAC ENTERPRISES LLC 330.89%0.91%0.94%Q1 2023Q3 20233
Hanlon Investment Management, Inc. 330.13%0.18%0.22%Q2 2022Q4 20223
FIRETHORN WEALTH PARTNERS, LLC 330.60%0.85%1.12%Q2 2022Q4 20223
ALLSTATE CORP 332.28%4.21%6.48%Q3 2013Q1 20143
Arete Wealth Advisors, LLC 210.02%0.03%0.05%Q3 2022Q2 20233
VERUS CAPITAL PARTNERS, LLC 330.08%0.09%0.10%Q2 2022Q4 20223
Regal Wealth Group, Inc. 330.01%0.01%0.01%Q3 2017Q1 20183
Johnson & White Wealth Management, LLC 111.61%1.77%2.00%Q3 2022Q3 20233
LANDAAS & CO /WI /ADV 210.00%0.01%0.01%Q3 2017Q2 20183
Hamilton Wealth, LLC 332.41%3.44%4.36%Q1 2019Q3 20193
Prospera Financial Services Inc 110.01%0.02%0.04%Q3 2020Q3 20233
Avestar Capital, LLC 330.06%0.16%0.25%Q4 2018Q2 20193
FAS Wealth Partners, Inc. 210.00%0.01%0.02%Q4 2019Q3 20213
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q2 2022Q4 20223
S&T BANK/PA 210.04%0.05%0.06%Q1 2020Q4 20203
River Wealth Advisors LLC 330.00%0.00%0.01%Q2 2018Q4 20183
Veracity Capital LLC 330.13%0.13%0.14%Q2 2022Q4 20223
JB Capital LLC 332.75%3.07%3.70%Q2 2022Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
Opes Wealth Management LLC 210.11%0.13%0.14%Q2 2020Q1 20213
Advisors Preferred, LLC 210.01%0.08%0.17%Q3 2014Q2 20173
Selective Wealth Management, Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
PAYDEN & RYGEL 330.27%0.28%0.30%Q2 2013Q4 20133
FINANCIAL LIFE ADVISORS 330.10%0.62%1.61%Q3 2022Q1 20233
Stelac Advisory Services LLC 330.04%0.04%0.04%Q2 2021Q4 20213
IPG Investment Advisors LLC 330.11%0.12%0.12%Q1 2017Q3 20173
Williams Financial, LLC 332.22%2.51%2.69%Q2 2022Q4 20223
Planning Solutions Group LLC 330.14%0.16%0.18%Q4 2018Q2 20193
Drexel Morgan & Co. 330.88%0.94%0.98%Q4 2015Q2 20163
CENTAURUS FINANCIAL, INC. 110.01%0.02%0.03%Q2 2018Q3 20223
Core Wealth Advisors, Inc. 330.02%1.60%2.57%Q4 2019Q2 20203
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
3D/L Capital Management, LLC 330.06%0.07%0.08%Q2 2022Q4 20223
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
S.C. Financial Services, Inc. 330.44%0.55%0.64%Q2 2022Q4 20223
Cornerstone Planning Group LLC 210.02%0.06%0.13%Q4 2022Q3 20233
Foster Victor Wealth Advisors, LLC 210.67%0.86%1.18%Q4 2019Q4 20203
Keeler Thomas Management LLC 330.11%0.11%0.12%Q2 2022Q4 20223
Weatherstone Capital Management 210.14%0.49%0.77%Q2 2014Q1 20163
Antonetti Capital Management LLC 210.04%0.05%0.06%Q2 2010Q4 20213
Center for Financial Planning, Inc. 210.00%0.04%0.10%Q1 2020Q3 20223
CHEMICAL BANK 330.04%0.04%0.04%Q4 2015Q2 20163
Requisite Capital Management, LLC 332.04%2.21%2.33%Q4 2018Q2 20193
Capital Advantage, Inc. 330.12%0.13%0.14%Q4 2013Q2 20143
Mariner Wealth Advisors-Madison, LLC 334.38%4.59%4.70%Q1 2013Q3 20133
NWAM LLC 330.18%0.20%0.21%Q2 2022Q4 20223
Essex Savings Bank 330.04%0.06%0.07%Q4 2018Q2 20193
PAX Financial Group, LLC 331.66%1.81%1.91%Q2 2022Q4 20223
CAPITAL ONE, NATIONAL ASSOCIATION 110.02%0.06%0.13%Q2 2015Q4 20193
IRON Financial LLC 330.12%0.14%0.16%Q1 2023Q3 20233
W ADVISORS, LLC 330.37%0.51%0.59%Q2 2022Q4 20223
MONECO Advisors, LLC 330.06%0.07%0.09%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.03%0.03%0.03%Q4 2021Q2 20223
Pinnacle Private Wealth, LLC 330.11%0.12%0.14%Q4 2021Q2 20223
WESBANCO BANK INC 330.02%0.05%0.07%Q1 2019Q3 20193
TUDOR INVESTMENT CORP ET AL 210.01%0.03%0.04%Q1 2022Q2 20233
Laurel Wealth Advisors, Inc. 330.02%0.56%0.90%Q2 2022Q4 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
EWA, LLC 331.64%2.34%2.75%Q1 2023Q3 20233
Missouri Trust & Investment Co 330.00%0.00%0.00%Q4 2021Q2 20223
Nan Shan Life Insurance Co., Ltd. 330.26%0.31%0.36%Q3 2016Q1 20173
STUDIO INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Sharkey, Howes & Javer 332.33%2.41%2.53%Q2 2022Q4 20223
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Vestmark Advisory Solutions, Inc. 330.03%0.04%0.04%Q2 2022Q4 20223
Van Hulzen Asset Management, LLC 330.40%0.40%0.41%Q2 2022Q4 20223
Accel Wealth Management 330.00%0.00%0.00%Q3 2022Q1 20233
Cooper Financial Group 330.22%0.22%0.24%Q2 2022Q4 20223
ICA Group Wealth Management, LLC 330.01%0.03%0.06%Q4 2022Q2 20233
Ascent Group, LLC 330.04%0.15%0.24%Q2 2022Q4 20223
FIRST MANHATTAN CO. LLC. 210.00%0.00%0.00%Q4 2021Q3 20223
BLUESTEIN R H & CO LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Heritage Trust Co 330.00%0.00%0.00%Q2 2018Q4 20183
ABSOLUTE CAPITAL MANAGEMENT, LLC 330.35%0.40%0.46%Q2 2022Q4 20223
Litman Gregory Wealth Management LLC 330.00%0.00%0.00%Q4 2018Q2 20193
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q4 20193
SWMG, LLC 330.34%1.68%2.71%Q3 2022Q1 20233
SMITHBRIDGE ASSET MANAGEMENT INC/DE 330.32%1.23%1.74%Q2 2017Q4 20173
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 210.05%0.14%0.19%Q3 2019Q2 20213
Orion Portfolio Solutions, LLC 330.15%0.18%0.21%Q2 2022Q4 20223
EP Wealth Advisors, LLC 330.01%0.03%0.06%Q1 2023Q3 20233
Security Financial Services, INC. 330.49%0.50%0.50%Q2 2022Q4 20223
CAPE COD FIVE CENTS SAVINGS BANK 330.06%0.07%0.08%Q1 2016Q3 20163
TRUE Private Wealth Advisors 330.10%0.10%0.10%Q2 2022Q4 20223
Kowal Investment Group, LLC 330.07%0.08%0.08%Q2 2022Q4 20223
IndexIQ Advisors LLC 210.01%0.37%1.06%Q1 2020Q1 20223
TrueWealth Advisors, LLC 330.11%0.11%0.12%Q2 2022Q4 20223
ShoreHaven Wealth Partners, LLC 331.79%2.03%2.51%Q2 2022Q4 20223
SigFig Wealth Management, LLC 330.13%0.14%0.15%Q2 2022Q4 20223
SevenBridge Financial Group, LLC 210.00%0.00%0.01%Q4 2017Q2 20193
Concorde Asset Management, LLC 330.76%0.99%1.13%Q2 2022Q4 20223
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 330.11%0.12%0.13%Q4 2020Q2 20213
Trek Financial, LLC 330.24%0.38%0.52%Q2 2022Q4 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.02%0.05%Q4 2017Q3 20183
Optiver Holding B.V. 330.00%0.00%0.00%Q2 2021Q4 20213
Rothschild Capital Partners, LLC 332.97%3.14%3.41%Q3 2020Q1 20213
CT Financial Advisors LLC 330.01%0.01%0.01%Q3 2016Q1 20173
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.42%0.49%0.53%Q4 2020Q2 20213
Lloyd Advisory Services, LLC. 330.00%0.23%0.68%Q2 2020Q4 20203
Mount Yale Investment Advisors, LLC 330.17%0.21%0.26%Q2 2022Q4 20223
Glassman Wealth Services 220.05%0.06%0.06%Q3 2020Q4 20202
WEALTH MANAGEMENT RESOURCES, INC. 220.14%0.14%0.14%Q4 2021Q1 20222
Summit Financial Wealth Advisors, LLC 220.31%0.31%0.32%Q2 2019Q3 20192
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Icon Wealth Advisors, LLC 221.27%1.34%1.41%Q3 2022Q4 20222
SANDERS MORRIS HARRIS LLC 220.33%0.46%0.58%Q1 2016Q2 20162
Insight Wealth Strategies, LLC 220.05%0.05%0.06%Q3 2019Q4 20192
Ackerman Capital Advisors, LLC 220.11%1.30%2.50%Q4 2017Q1 20182
HRT FINANCIAL LP 110.01%0.01%0.02%Q2 2019Q4 20222
McCarthy Asset Management, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Fortis Capital Advisors, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Cerity Partners LLC 220.03%0.03%0.03%Q2 2023Q3 20232
GFG Capital, LLC 221.60%1.68%1.76%Q4 2019Q1 20202
Fusion Investment Group, LLC 221.24%1.37%1.49%Q3 2015Q4 20152
Y-Intercept (Hong Kong) Ltd 110.03%0.03%0.04%Q1 2023Q3 20232
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
RFG Advisory, LLC 220.36%0.37%0.38%Q2 2022Q3 20222
Scissortail Wealth Management, LLC 110.49%0.79%1.10%Q1 2022Q3 20222
ERTS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Truadvice, LLC 220.41%0.48%0.56%Q2 2022Q3 20222
Oak Point Wealth Management 220.25%0.30%0.35%Q4 2017Q1 20182
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2014Q4 20202
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.01%Q3 2022Q4 20222
Modera Wealth Management, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Crumly & Associates Inc. 220.19%0.23%0.28%Q1 2020Q2 20202
Bickling Financial Services, Inc. 220.12%0.13%0.13%Q1 2021Q2 20212
Sentinus, LLC 222.04%2.25%2.46%Q3 2022Q4 20222
OTA Financial Group L.P. 220.64%0.89%1.13%Q4 2013Q1 20142
Squarepoint Ops LLC 220.02%0.02%0.03%Q1 2018Q2 20182
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q4 2021Q1 20222
Divergent Wealth Advisors 220.02%0.06%0.11%Q3 2018Q4 20182
SWISS REINSURANCE CO LTD 220.13%0.19%0.26%Q3 2013Q4 20132
Crescent Capital Consulting, LLC 220.32%0.45%0.57%Q3 2021Q4 20212
Spectrum Management Group, LLC 220.94%1.00%1.05%Q2 2022Q3 20222
WASHINGTON TRUST BANK 110.00%0.01%0.01%Q2 2016Q4 20162
Stillwater Capital Advisors, LLC 220.25%0.26%0.27%Q4 2018Q1 20192
Bristol County Savings Bank 224.83%4.84%4.85%Q3 2017Q4 20172
Omnia Family Wealth, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
FIRST HORIZON CORP 220.01%0.01%0.01%Q1 2021Q2 20212
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q1 2013Q2 20132
Successful Portfolios LLC 220.22%0.31%0.40%Q3 2022Q4 20222
Clearstead Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q4 2016Q1 20172
Smith Anglin Financial, LLC 220.05%0.06%0.06%Q2 2022Q3 20222
COUNTRY TRUST BANK 220.00%0.00%0.00%Q3 2016Q4 20162
PATTON ALBERTSON MILLER GROUP, LLC 110.01%0.05%0.09%Q3 2016Q3 20182
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
Keystone Financial Services 223.50%3.98%4.46%Q2 2022Q3 20222
HOWARD FINANCIAL SERVICES, LTD. 220.25%0.26%0.26%Q4 2018Q1 20192
NOMURA HOLDINGS INC 220.00%0.01%0.01%Q1 2013Q2 20132
Halpern Financial, Inc. 220.11%0.22%0.33%Q1 2022Q2 20222
Hackensack Meridian Health, Inc. 2210.68%11.02%11.35%Q4 2022Q1 20232
Global Financial Private Capital, Inc 220.01%0.01%0.01%Q4 2017Q1 20182
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q3 20232
KOKUSAI Asset Management Co., Ltd. 2218.20%19.84%21.47%Q1 2015Q2 20152
ROMANO BROTHERS AND COMPANY 110.01%0.02%0.03%Q4 2022Q2 20232
FOUNDERS BANK & TRUST 220.01%0.01%0.01%Q4 2013Q1 20142
MARIPAU WEALTH MANAGEMENT LLC 220.59%0.67%0.76%Q2 2022Q3 20222
Goodwin Investment Advisory 220.01%0.80%1.59%Q3 2022Q4 20222
Hayden Royal, LLC 220.18%0.32%0.45%Q4 2018Q1 20192
Private Portfolio Partners LLC 110.21%0.26%0.30%Q2 2019Q2 20222
Ballentine Partners, LLC 220.01%0.01%0.02%Q3 2019Q4 20192
Cherry Tree Wealth Management, LLC 220.17%0.17%0.17%Q2 2023Q3 20232
Idaho Trust Bank 222.77%2.77%2.77%Q2 2023Q3 20232
Legacy Wealth Planning, LLC 220.45%2.76%5.07%Q4 2019Q1 20202
G&S Capital LLC 220.70%0.72%0.74%Q1 2019Q2 20192
R & A Capital Management, LLC 220.58%0.59%0.60%Q2 2013Q3 20132
MARSHALL WACE, LLP 220.00%0.00%0.00%Q4 2022Q1 20232
Tempus Wealth Planning, LLC 220.12%0.14%0.16%Q4 2022Q1 20232
Disciplined Investments, LLC 110.01%0.01%0.02%Q4 2019Q2 20212
Pinnacle Wealth Planning Services, Inc. 220.25%0.43%0.60%Q4 2017Q1 20182
Shamrock Asset Management LLC 220.29%0.34%0.39%Q2 2016Q3 20162
Capital Planning Advisors, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Samalin Investment Counsel, LLC 110.01%0.07%0.14%Q4 2019Q4 20222
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q2 2018Q3 20182
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.14%0.14%0.14%Q4 2021Q1 20222
Ironsides Asset Advisors, LLC 220.09%0.09%0.09%Q2 2014Q3 20142
First Citizens Financial Corp 220.20%0.21%0.21%Q3 2022Q4 20222
Dentgroup LLC 110.25%0.36%0.47%Q2 2022Q4 20222
Tri-Star Advisors Inc. 222.74%2.74%2.75%Q2 2022Q3 20222
INVESTMENT PARTNERS, LTD. 220.12%0.12%0.13%Q2 2020Q3 20202
Ipswich Investment Management Co., Inc. 110.00%0.01%0.01%Q1 2016Q4 20182
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
PRUDENTIAL PLC 220.00%0.01%0.01%Q1 2023Q2 20232
McNaughton Wealth Management, LLC 220.48%0.82%1.16%Q4 2019Q1 20202
Strategic Wealth Partners, Ltd. 110.00%0.06%0.13%Q2 2019Q3 20222
KM Capital Management Ltd. 221.11%2.08%3.05%Q4 2022Q1 20232
OLD MISSION CAPITAL, LLC 110.67%1.12%1.58%Q4 2016Q4 20202
Founders Financial Alliance, LLC 110.01%0.01%0.02%Q3 2020Q2 20222
First Western Trust Bank 220.01%0.02%0.02%Q1 2022Q2 20222
Fusion Family Wealth LLC 110.01%0.02%0.02%Q4 2016Q1 20212
Corbenic Partners LLC 220.01%0.01%0.01%Q3 2017Q4 20172
FIRST TRUST ADVISORS LP 220.04%0.04%0.04%Q1 2016Q2 20162
Capital Bank & Trust Co 220.00%0.00%0.00%Q2 2017Q3 20172
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 220.36%0.38%0.40%Q3 2016Q4 20162
Tillar-Wenstrup Advisors, LLC 110.14%0.17%0.19%Q1 2018Q4 20192
RWA WEALTH PARTNERS, LLC 220.19%0.25%0.31%Q1 2018Q2 20182
Prostatis Group LLC 221.06%1.27%1.47%Q2 2020Q3 20202
RHUMBLINE ADVISERS 220.02%0.02%0.02%Q2 2023Q3 20232
Sterling Financial Group, Inc. 220.56%0.56%0.56%Q4 2022Q1 20232
Capital Directions Investment Advisors, LLC 110.01%0.05%0.09%Q2 2014Q1 20172
HALL LAURIE J TRUSTEE 110.00%0.01%0.01%Q4 2017Q4 20202
Curtis Advisory Group, LLC 220.25%0.30%0.34%Q4 2019Q1 20202
Intrua Financial, LLC 110.09%0.18%0.27%Q2 2020Q2 20222
MACKENZIE FINANCIAL CORP 220.00%0.00%0.00%Q2 2016Q3 20162
55I, LLC 221.51%1.51%1.51%Q2 2022Q3 20222
Gupta Wealth Management LLC 220.00%0.00%0.00%Q4 2015Q1 20162
MCF Advisors LLC 110.00%0.00%0.00%Q4 2018Q3 20232
CIDEL ASSET MANAGEMENT INC 220.01%0.01%0.01%Q1 2021Q2 20212
JACOBSON & SCHMITT ADVISORS, LLC 220.19%0.20%0.20%Q4 2015Q1 20162
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2018Q3 20232
QUATTRO FINANCIAL ADVISORS LLC 221.08%1.28%1.49%Q1 2017Q2 20172
Invst, LLC 220.57%0.58%0.59%Q2 2022Q3 20222
Stonebridge Capital Advisors LLC 220.00%0.00%0.01%Q1 2021Q2 20212
Wealthquest Corp 220.06%0.06%0.06%Q2 2020Q3 20202
Belmont Capital, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Golden Green, Inc. 220.18%0.19%0.20%Q4 2020Q1 20212
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q3 20152
Donoghue Forlines LLC 220.99%1.02%1.04%Q1 2021Q2 20212
Copperleaf Capital, LLC 220.85%1.48%2.10%Q3 2022Q4 20222
Stanford Investment Group, Inc. 110.14%0.14%0.14%Q2 2015Q2 20151
Kovack Advisors, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
Impact Partnership Wealth, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Baltimore-Washington Financial Advisors Inc. 110.02%0.02%0.02%Q3 2013Q3 20131
Minot Wealth Management LLC 110.29%0.29%0.29%Q4 2019Q4 20191
QP WEALTH MANAGEMENT, LLC 110.80%0.80%0.80%Q4 2019Q4 20191
Power Corp of Canada 110.00%0.00%0.00%Q1 2022Q1 20221
St. Louis Trust Co 110.10%0.10%0.10%Q1 2017Q1 20171
Prime Capital Investment Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
STANCORP INVESTMENT ADVISERS INC 110.02%0.02%0.02%Q1 2015Q1 20151
Commonwealth Retirement Investments LLC 110.58%0.58%0.58%Q4 2022Q4 20221
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.02%0.02%0.02%Q2 2013Q2 20131
Herold Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
EPG Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
LWMG, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
Berger Financial Group, Inc 110.70%0.70%0.70%Q4 2020Q4 20201
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2018Q1 20181
CXI Advisors 1110.00%10.00%10.00%Q4 2019Q4 20191
Realta Investment Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Fairhaven Wealth Management, LLC 110.20%0.20%0.20%Q1 2019Q1 20191
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Santori & Peters, Inc. 110.10%0.10%0.10%Q4 2017Q4 20171
Capital One Investing, Inc. 110.10%0.10%0.10%Q3 2019Q3 20191
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.03%0.03%0.03%Q2 2021Q2 20211
Aprio Wealth Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Icon Wealth Partners, LLC 110.96%0.96%0.96%Q2 2022Q2 20221
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Stadion Money Management, LLC 110.04%0.04%0.04%Q3 2013Q3 20131
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Surevest, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bluefin Trading, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
FOSTER DYKEMA CABOT & CO INC/MA 110.03%0.03%0.03%Q2 2021Q2 20211
Centurion Wealth Management LLC 110.78%0.78%0.78%Q4 2022Q4 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
First Command Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Sterling Financial Planning, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
WT Wealth Management 110.16%0.16%0.16%Q4 2019Q4 20191
Coston, McIsaac & Partners 110.03%0.03%0.03%Q4 2022Q4 20221
Congress Wealth Management LLC / DE / 110.03%0.03%0.03%Q3 2023Q3 20231
Spectrum Asset Management, Inc. (NB/CA) 110.12%0.12%0.12%Q4 2022Q4 20221
Berkshire Money Management, Inc. 111.09%1.09%1.09%Q1 2018Q1 20181
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
CNB Bank 110.00%0.00%0.00%Q4 2017Q4 20171
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
AXS Investments LLC 111.03%1.03%1.03%Q3 2021Q3 20211
Vista Private Wealth Partners. LLC 110.02%0.02%0.02%Q3 2019Q3 20191
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FineMark National Bank & Trust 110.00%0.00%0.00%Q1 2014Q1 20141
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
TBH Global Asset Management, LLC 110.68%0.68%0.68%Q4 2019Q4 20191
Mach-1 Financial Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Nauset Wealth Management. LLC 110.04%0.04%0.04%Q1 2022Q1 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Fiera Capital Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Cascadia Advisory Services, LLC 110.34%0.34%0.34%Q4 2019Q4 20191
FormulaFolio Investments, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Bridge Advisory, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Axim Planning & Wealth 110.01%0.01%0.01%Q3 2022Q3 20221
Stuart Chaussee & Associates, Inc. 1111.60%11.60%11.60%Q3 2017Q3 20171
Wilmington Funds Management Corp 111.82%1.82%1.82%Q2 2013Q2 20131
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BigSur Wealth Management LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Requisite Energy Fund I LP 112.04%2.04%2.04%Q4 2018Q4 20181
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Lehman & Derafelo Financial Resources LLC 110.04%0.04%0.04%Q3 2019Q3 20191
REGIMEN WEALTH, LLC 110.74%0.74%0.74%Q4 2022Q4 20221
Rock Creek Group, LP 111.32%1.32%1.32%Q4 2021Q4 20211
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
First Citizens Asset Management, Inc. 110.25%0.25%0.25%Q4 2022Q4 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
RiverGlades Family Offices LLC 111.71%1.71%1.71%Q4 2018Q4 20181
Busey Bank 110.01%0.01%0.01%Q4 2019Q4 20191
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
KMS FINANCIAL SERVICES, INC 110.04%0.04%0.04%Q4 2013Q4 20131
BMS Financial Advisors, LLC 111.44%1.44%1.44%Q3 2022Q3 20221
CERTUITY, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q1 2023Q1 20231
LGT Financial Advisors LLC 110.24%0.24%0.24%Q4 2022Q4 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Hartford Financial Management Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Gouws Capital LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Watson Rebecca 110.08%0.08%0.08%Q2 2020Q2 20201
DERBY & COMPANY, INC 110.10%0.10%0.10%Q4 2019Q4 20191
OLD DOMINION CAPITAL MANAGEMENT INC 111.87%1.87%1.87%Q4 2015Q4 20151
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
JT Stratford LLC 110.09%0.09%0.09%Q4 2022Q4 20221
MBM Wealth Consultants, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2022Q2 20221
NATIXIS ADVISORS, L.P. 110.02%0.02%0.02%Q2 2013Q2 20131
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q2 2013Q2 20131
Valley Brook Capital Group, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Castleview Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Cypress Capital Group 110.04%0.04%0.04%Q2 2018Q2 20181
Arcadia Wealth Management, LLC 110.81%0.81%0.81%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Key FInancial Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GeoWealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Hudock, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2016Q3 20161
Salient Capital Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
FourThought Financial, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Silicon Hills Wealth Management, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
BANK OF HAWAII 110.90%0.90%0.90%Q3 2016Q3 20161
Financial Strategies Group, Inc. 110.08%0.08%0.08%Q1 2023Q1 20231
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Russell Investments Group, Ltd. 110.01%0.01%0.01%Q4 2022Q4 20221
INTEGRAL DERIVATIVES, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Patriot Wealth Management, Inc. 113.82%3.82%3.82%Q3 2016Q3 20161
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2015Q3 20151
RCS Financial Planning, LLC 110.60%0.60%0.60%Q4 2022Q4 20221
Meridian Wealth Management, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
Crow Point Partners, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
HORIZON FINANCIAL SERVICES, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q4 2017Q4 20171
SYKON CAPITAL LLC 111.21%1.21%1.21%Q2 2023Q2 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q1 2016Q1 20161
HB Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Vantage Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Clarfeld Financial Advisors, LLC 110.74%0.74%0.74%Q4 2018Q4 20181
WealthOne, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Fiduciary Trust Co International of Pennsylvania 116.46%6.46%6.46%Q1 2019Q1 20191
Biltmore Family Office, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Muzinich & Co., Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
GSA CAPITAL PARTNERS LLP 110.07%0.07%0.07%Q3 2023Q3 20231
DT Investment Partners, LLC 110.06%0.06%0.06%Q2 2015Q2 20151
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
RPg Family Wealth Advisory, LLC 110.25%0.25%0.25%Q4 2016Q4 20161
Madden Advisory Services, Inc. 110.02%0.02%0.02%Q2 2015Q2 20151
FURE FINANCIAL CORP 110.00%0.00%0.00%Q1 2021Q1 20211
Guidant Wealth Advisors 110.04%0.04%0.04%Q3 2016Q3 20161
ORG Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
PSI Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2015Q2 20151
ATLAS CAPITAL ADVISORS LLC 110.37%0.37%0.37%Q4 2019Q4 20191
Baltimore-Washington Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Hoxton Planning & Management, LLC 111.46%1.46%1.46%Q4 2022Q4 20221
Arkadios Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
VOYA INVESTMENT MANAGEMENT LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Simplicity Wealth,LLC 110.67%0.67%0.67%Q4 2022Q4 20221
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2022Q4 20221
MATTERN CAPITAL MANAGEMENT, LLC 110.65%0.65%0.65%Q4 2019Q4 20191
Hobart Private Capital, LLC 112.72%2.72%2.72%Q4 2022Q4 20221
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
Black Swift Group, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Ruedi Wealth Management, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Private Ocean, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Freedom Investment Management, Inc. 110.07%0.07%0.07%Q1 2013Q1 20131
Renasant Bank 110.26%0.26%0.26%Q4 2022Q4 20221
Intersect Capital LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Savant Capital, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gateway Wealth Partners, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Turim 21 Investimentos Ltda. 110.04%0.04%0.04%Q3 2020Q3 20201
Atomi Financial Group, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Capital Wealth Alliance, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
PINNACLE FINANCIAL PARTNERS INC 110.02%0.02%0.02%Q2 2017Q2 20171
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
BRASADA CAPITAL MANAGEMENT, LP 110.32%0.32%0.32%Q1 2018Q1 20181
Grove Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.95%0.95%0.95%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Claybrook Capital, LLC 110.57%0.57%0.57%Q4 2018Q4 20181
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Horan Capital Advisors, LLC. 110.03%0.03%0.03%Q3 2020Q3 20201
BlueSky Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
First Personal Financial Services 110.00%0.00%0.00%Q4 2015Q4 20151
Beverly Hills Private Wealth, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Ground Swell Capital, LLC 110.09%0.09%0.09%Q2 2014Q2 20141
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
CAXTON ASSOCIATES LP 110.02%0.02%0.02%Q3 2013Q3 20131
HNP Capital LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
Birchcreek Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q1 2018Q1 20181
Hibernia Wealth Partners, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
WEALTHFRONT Corp 110.01%0.01%0.01%Q4 2014Q4 20141
Cardinal Strategic Wealth Guidance 112.62%2.62%2.62%Q4 2022Q4 20221
Beacon Bridge Wealth Partners, LLC 111.10%1.10%1.10%Q3 2023Q3 20231
External links

This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.