ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 41410.00%0.00%0.01%Q3 2013Q3 202398
Cutler Group LLC / CA 31310.00%0.00%0.06%Q1 2016Q3 202373
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.42%1.35%Q2 2013Q3 202343
Hudock, Inc. 42420.27%0.68%1.14%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.01%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.02%0.31%0.50%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.05%0.22%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.13%2.23%7.88%Q2 2013Q3 202342
FORBES J M & CO LLP 42420.71%0.97%1.14%Q2 2013Q3 202342
MERIDIAN MANAGEMENT CO 42420.22%0.25%0.36%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.03%0.37%1.19%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.04%0.08%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%0.12%0.99%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.23%0.91%2.38%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.10%0.25%0.48%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.03%0.26%0.61%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.04%0.22%0.71%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.28%1.25%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.05%0.12%Q2 2013Q3 202342
GREENLEAF TRUST 42420.01%0.05%0.14%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.26%0.61%Q2 2013Q3 202342
Creative Planning 3380.00%0.09%0.44%Q2 2013Q3 202341
ASSOCIATED BANC-CORP 41410.04%0.11%0.16%Q3 2013Q3 202341
Advisory Services Network, LLC 27140.24%0.68%1.90%Q2 2013Q3 202341
HSBC HOLDINGS PLC 41410.01%0.03%0.07%Q3 2013Q3 202341
First Financial Bank - Trust Division 41410.55%1.15%2.03%Q4 2013Q4 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Capital Advisors, Ltd. LLC 40400.31%0.49%0.74%Q4 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.14%0.55%0.99%Q4 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.15%1.25%2.01%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.03%0.25%0.51%Q4 2013Q3 202340
TD Capital Management LLC 40400.01%12.52%21.46%Q4 2013Q3 202340
Autus Asset Management, LLC 39390.22%0.49%0.76%Q2 2013Q4 202239
NORRIS PERNE & FRENCH LLP/MI 39390.04%0.07%0.14%Q1 2014Q3 202339
US BANCORP \DE\ 39390.00%0.01%0.06%Q1 2014Q3 202339
Rehmann Capital Advisory Group 23150.22%3.16%32.90%Q4 2013Q3 202338
Tortoise Investment Management, LLC 38380.02%2.49%3.49%Q2 2014Q3 202338
WEATHERLY ASSET MANAGEMENT L. P. 38380.34%1.18%1.78%Q2 2014Q3 202338
WBH ADVISORY INC 2530.53%0.99%1.87%Q2 2013Q3 202338
FMR LLC 37370.00%0.01%0.04%Q3 2014Q3 202337
Cetera Advisor Networks LLC 37370.02%0.21%0.50%Q3 2014Q3 202337
Allworth Financial LP 37370.23%3.00%6.64%Q3 2014Q3 202337
Lowe Wealth Advisors, LLC 37370.00%0.01%0.01%Q4 2014Q4 202337
PRUDENTIAL FINANCIAL INC 2890.00%0.01%0.03%Q2 2013Q3 202337
JOHNSON INVESTMENT COUNSEL INC 37370.03%0.04%0.05%Q3 2014Q3 202337
SCHMIDT P J INVESTMENT MANAGEMENT INC 27100.04%0.28%1.22%Q3 2013Q2 202337
STIFEL FINANCIAL CORP 37370.00%0.22%0.71%Q3 2014Q3 202337
UBS Group AG 36360.01%0.04%0.06%Q4 2014Q3 202336
JPMORGAN CHASE & CO 36360.00%0.00%0.01%Q4 2014Q3 202336
Bank of New York Mellon Corp 2930.00%0.00%0.01%Q2 2013Q3 202336
B. Riley Wealth Advisors, Inc. 36360.06%0.86%2.05%Q4 2014Q3 202336
Sigma Planning Corp 36360.40%0.84%1.82%Q4 2014Q3 202336
Avior Wealth Management, LLC 36360.00%0.04%0.13%Q4 2014Q3 202336
Betterment LLC 36360.02%1.63%4.32%Q4 2014Q3 202336
Towercrest Capital Management 36361.16%2.88%7.23%Q4 2014Q3 202336
NORTHERN TRUST CORP 3410.00%0.00%0.00%Q4 2013Q3 202335
Evensky & Katz LLC 35350.01%2.94%9.83%Q1 2015Q3 202335
Valmark Advisers, Inc. 35350.05%1.00%2.27%Q1 2015Q3 202335
Ironwood Financial, llc 3140.14%0.85%1.47%Q4 2014Q3 202335
Gemmer Asset Management LLC 3230.01%0.02%0.06%Q2 2014Q3 202335
SHEETS SMITH WEALTH MANAGEMENT 35350.10%0.43%0.63%Q1 2015Q3 202335
BlackRock Inc. 35350.01%0.07%0.13%Q1 2015Q3 202335
Brinker Capital Investments, LLC 35350.00%0.32%1.08%Q2 2014Q4 202235
Patten Group, Inc. 3410.03%0.25%0.49%Q4 2014Q3 202335
Burt Wealth Advisors 35350.16%0.27%1.06%Q4 2014Q2 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
FINANCIAL CONSULATE, INC 35350.17%0.74%1.30%Q1 2015Q3 202335
Accredited Investors Inc. 34340.06%0.30%0.55%Q2 2015Q3 202334
CITIGROUP INC 3110.00%0.00%0.00%Q1 2014Q3 202334
Janney Montgomery Scott LLC 3040.01%0.09%0.51%Q1 2015Q3 202334
LVZ, Inc. 34340.30%0.59%2.36%Q2 2015Q3 202334
BLB&B Advisors, LLC 33330.14%1.21%1.92%Q3 2015Q3 202333
Jaffetilchin Investment Partners, LLC 33330.11%7.27%13.71%Q3 2015Q3 202333
DUFF & PHELPS INVESTMENT MANAGEMENT CO 33330.14%0.83%1.23%Q3 2015Q3 202333
Cetera Advisors LLC 33330.02%0.43%1.05%Q3 2015Q3 202333
Baird Financial Group, Inc. 3210.00%0.01%0.03%Q2 2015Q3 202333
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3210.00%0.16%0.52%Q2 2015Q3 202333
Atria Investments, Inc 2720.03%0.57%2.10%Q2 2013Q3 202233
King Wealth Management Group 33330.36%1.39%1.94%Q3 2015Q3 202333
FORVIS Wealth Advisors, LLC 3120.03%0.85%2.14%Q2 2015Q3 202333
Well Done, LLC 32320.37%0.64%0.92%Q4 2015Q3 202332
COLONY GROUP LLC 2840.04%0.16%0.31%Q3 2014Q3 202332
WEALTHCARE CAPITAL MANAGEMENT LLC 32320.00%0.79%2.28%Q4 2015Q3 202332
LAZARD ASSET MANAGEMENT LLC 17150.00%0.00%0.06%Q2 2013Q3 202332
Stratos Wealth Partners, LTD. 3020.02%0.18%0.51%Q4 2014Q3 202332
O'Brien Wealth Partners LLC 32320.40%14.75%33.43%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 1910.03%0.48%0.73%Q1 2015Q3 202332
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1940.42%1.79%3.56%Q2 2015Q3 202332
TRUE Private Wealth Advisors 32325.01%10.54%15.65%Q4 2015Q3 202332
Truepoint, Inc. 2750.04%1.20%2.92%Q3 2015Q3 202332
First Heartland Consultants, Inc. 1710.05%0.50%0.96%Q2 2013Q3 202331
Crestwood Advisors Group, LLC 31310.39%0.59%1.07%Q1 2016Q3 202331
FIFTH THIRD BANCORP 31310.00%0.00%0.01%Q1 2016Q3 202331
FIRST HAWAIIAN BANK 31310.04%0.28%0.52%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.03%0.78%2.05%Q1 2016Q3 202331
IFP Advisors, Inc 17140.10%0.50%1.03%Q4 2015Q3 202331
Citadel Advisors 1110.00%0.00%0.02%Q4 2014Q3 202331
ALLSTATE CORP 2290.93%3.60%8.26%Q3 2015Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.03%0.06%Q1 2016Q3 202331
Asset Dedication, LLC 2650.77%2.22%5.96%Q4 2015Q3 202331
BUCKINGHAM STRATEGIC WEALTH, LLC 31310.06%0.50%2.51%Q1 2016Q3 202331
Kovack Advisors, Inc. 1910.05%0.36%4.18%Q3 2013Q3 202331
D.A. DAVIDSON & CO. 2920.00%0.08%0.28%Q4 2014Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.07%0.14%Q4 2015Q3 202330
BROWN ADVISORY INC 2420.00%0.00%0.00%Q2 2013Q3 202330
J.P. Morgan Private Wealth Advisors LLC 30300.00%0.03%0.20%Q2 2016Q3 202330
Ausdal Financial Partners, Inc. 30300.05%0.32%1.27%Q4 2015Q1 202330
ALLIANCEBERNSTEIN L.P. 30300.00%0.17%0.34%Q2 2016Q3 202330
Brookstone Capital Management 30300.06%1.24%2.48%Q2 2016Q3 202330
SECURIAN ASSET MANAGEMENT, INC 30300.03%0.07%0.12%Q2 2016Q3 202330
PATTON ALBERTSON MILLER GROUP, LLC 30304.71%11.24%18.55%Q2 2016Q3 202330
ETF Portfolio Partners, Inc. 30302.16%3.34%4.24%Q2 2016Q3 202330
Cranbrook Wealth Management, LLC 30300.01%0.04%0.06%Q2 2016Q3 202330
W.G. Shaheen & Associates DBA Whitney & Co 29290.10%2.12%3.23%Q3 2016Q3 202329
Cetera Investment Advisers 29290.09%0.25%0.50%Q3 2016Q3 202329
THRIVENT FINANCIAL FOR LUTHERANS 29290.05%0.37%0.77%Q3 2016Q3 202329
RFG Advisory, LLC 1920.08%0.85%5.08%Q1 2015Q3 202329
PHILLIPS FINANCIAL MANAGEMENT, LLC 29290.14%0.25%0.37%Q3 2016Q3 202329
VICUS CAPITAL 29290.10%0.33%0.61%Q3 2016Q3 202329
BESSEMER GROUP INC 1520.00%0.02%0.20%Q3 2014Q3 202329
Sequoia Financial Advisors, LLC 29290.04%0.27%0.68%Q3 2016Q3 202329
JANE STREET GROUP, LLC 810.00%0.03%0.10%Q2 2014Q2 202329
BENJAMIN F. EDWARDS & COMPANY, INC. 2720.00%0.05%0.18%Q3 2015Q3 202329
Pure Financial Advisors, LLC 2270.44%2.05%5.89%Q1 2016Q4 202329
Transform Wealth, LLC 2540.08%0.26%0.60%Q2 2016Q3 202329
NEXT Financial Group, Inc 2440.00%0.13%0.49%Q3 2014Q4 202128
Parallel Advisors, LLC 28280.16%7.57%13.11%Q4 2016Q3 202328
NewEdge Advisors, LLC 2260.02%0.31%1.46%Q3 2016Q3 202328
Carnegie Capital Asset Management, LLC 2210.01%0.02%0.06%Q3 2013Q3 202328
Glenview Trust Co 28280.08%0.12%0.25%Q4 2016Q3 202328
FAS Wealth Partners, Inc. 2010.06%2.12%10.24%Q2 2014Q3 202328
Simplicity Solutions, LLC 2530.06%0.58%1.39%Q4 2014Q3 202328
OXFORD FINANCIAL GROUP, LTD. LLC 28280.15%0.39%0.87%Q4 2016Q3 202328
Concorde Asset Management, LLC 2170.22%0.85%3.13%Q1 2015Q3 202228
Pflug Koory, LLC 28280.02%0.03%0.06%Q4 2016Q3 202328
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 28280.12%0.37%0.45%Q4 2016Q3 202328
LINCOLN NATIONAL CORP 28280.01%0.08%0.29%Q4 2016Q3 202328
Pinnacle Family Advisors, LLC 28280.87%2.59%6.28%Q4 2016Q3 202328
Strategic Point Investment Advisors, LLC 28280.05%6.61%10.42%Q4 2016Q3 202328
Perkins Coie Trust Co 28280.01%0.01%0.03%Q4 2016Q3 202328
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 28280.00%11.70%15.44%Q4 2016Q3 202328
ARGI Investment Services, LLC 28280.03%0.72%1.37%Q1 2016Q4 202228
SOL Capital Management CO 28280.07%0.09%0.11%Q4 2016Q3 202328
FORT PITT CAPITAL GROUP, LLC 28280.04%0.20%0.92%Q4 2016Q3 202328
AE Wealth Management LLC 28280.06%0.62%2.05%Q4 2016Q3 202328
Ancora Advisors LLC 28280.02%0.99%1.47%Q4 2016Q3 202328
Zhang Financial LLC 28280.12%4.46%7.87%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.04%0.06%0.09%Q4 2016Q3 202328
SigFig Wealth Management, LLC 2523.16%11.55%17.23%Q4 2016Q3 202327
IMA Wealth, Inc. 27270.09%0.15%0.26%Q1 2017Q3 202327
Community Bank, N.A. 2610.00%0.00%0.00%Q4 2014Q3 202327
Ullmann Wealth Partners Group, LLC 2435.54%20.49%29.82%Q4 2016Q3 202327
ZWJ INVESTMENT COUNSEL INC 27270.05%0.11%0.27%Q1 2017Q3 202327
Sandy Spring Bank 2010.00%0.01%0.02%Q2 2014Q3 202327
LEVEL FOUR ADVISORY SERVICES, LLC 1980.05%0.34%1.39%Q4 2016Q3 202327
Astor Investment Management LLC 2415.88%9.86%13.57%Q1 2014Q4 202127
Lido Advisors, LLC 27270.05%0.11%0.23%Q1 2017Q3 202327
LCNB CORP 2160.86%1.30%1.66%Q4 2016Q3 202327
Homrich & Berg 27270.04%1.05%1.94%Q1 2015Q3 202127
KEMPER Corp 27272.02%3.73%6.98%Q2 2015Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.14%0.66%Q2 2013Q4 201927
Capital Analysts, LLC 27271.40%3.40%5.27%Q1 2017Q3 202327
BLAIR WILLIAM & CO/IL 27270.00%0.08%0.14%Q1 2017Q3 202327
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1620.11%0.89%2.80%Q2 2015Q3 202227
Milliman Financial Risk Management LLC 27272.92%7.30%10.86%Q1 2016Q3 202227
CWM, LLC 1980.01%0.12%0.21%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.01%0.17%0.38%Q4 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.03%0.19%0.36%Q1 2017Q3 202327
TIEDEMANN ADVISORS, LLC 2110.77%5.38%10.44%Q4 2013Q3 202327
MML INVESTORS SERVICES, LLC 26260.10%0.34%0.77%Q2 2017Q3 202326
FormulaFolio Investments, LLC 2150.01%1.67%4.74%Q4 2014Q2 202126
OneDigital Investment Advisors LLC 26260.01%0.05%0.09%Q2 2017Q3 202326
FLAGSHIP HARBOR ADVISORS, LLC 26260.05%0.12%1.04%Q2 2017Q3 202326
Chicago Partners Investment Group LLC 26260.00%0.19%0.48%Q2 2017Q3 202326
StrategIQ Financial Group, LLC 26260.10%0.25%0.48%Q2 2017Q3 202326
Roble, Belko & Company, Inc 26260.03%1.46%2.08%Q2 2017Q3 202326
Snowden Capital Advisors LLC 1880.11%0.35%0.93%Q1 2017Q3 202326
IHT Wealth Management, LLC 26260.01%0.58%1.26%Q2 2017Q3 202326
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 26260.77%5.55%7.40%Q2 2017Q3 202326
NOTTINGHAM ADVISORS, INC. 2330.02%0.04%0.06%Q3 2016Q3 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 1440.01%0.13%0.37%Q4 2016Q3 202326
PINNACLE FINANCIAL PARTNERS INC 26260.02%0.07%0.32%Q2 2017Q3 202326
V Wealth Advisors LLC 1410.05%0.17%0.41%Q3 2016Q2 202326
Mariner, LLC 2410.00%0.20%0.39%Q3 2015Q3 202326
JFS WEALTH ADVISORS, LLC 26260.00%0.06%0.09%Q2 2017Q3 202326
CAPTRUST FINANCIAL ADVISORS 15100.00%0.05%0.21%Q2 2017Q3 202325
TIAA, FSB 25250.00%0.01%0.01%Q2 2017Q2 202325
Horan Securities, Inc. 1110.01%0.06%0.90%Q3 2016Q2 202325
Litman Gregory Wealth Management LLC 25250.22%3.69%6.99%Q3 2017Q3 202325
ASSETMARK, INC 2410.00%0.01%0.12%Q2 2017Q3 202325
CAHABA WEALTH MANAGEMENT, INC. 25250.12%0.49%1.03%Q3 2017Q3 202325
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2140.04%0.12%0.20%Q4 2013Q2 202125
MISSION WEALTH MANAGEMENT, LP 25250.09%1.61%3.81%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.04%0.07%0.10%Q3 2017Q3 202325
Wealthcare Advisory Partners LLC 25250.02%0.06%0.32%Q3 2017Q3 202325
ACG Wealth 25250.21%1.10%2.30%Q3 2016Q3 202225
1834 INVESTMENT ADVISORS CO 24240.01%0.06%0.09%Q4 2017Q3 202324
SMITH SHELLNUT WILSON LLC /ADV 2130.26%3.76%6.19%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.36%0.54%0.80%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.32%0.72%1.34%Q4 2017Q3 202324
Good Life Advisors, LLC 24240.06%0.17%0.29%Q4 2017Q3 202324
Advisory Alpha, LLC 2130.00%0.14%0.39%Q1 2017Q2 202324
Integrated Wealth Concepts LLC 24240.36%1.42%2.94%Q4 2017Q3 202324
CADINHA & CO LLC 24240.07%0.09%0.12%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24241.78%4.92%11.35%Q4 2017Q3 202324
Gryphon Financial Partners LLC 24240.10%0.18%0.62%Q4 2017Q3 202324
LYNCH & ASSOCIATES/IN 24240.39%1.07%1.45%Q1 2018Q4 202324
Milestone Advisory Partners 24240.93%1.71%2.71%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.04%0.15%0.50%Q4 2017Q3 202324
COMERICA BANK 1310.00%0.02%0.06%Q4 2016Q3 202324
Eldridge Investment Advisors, Inc. 24245.50%8.16%9.93%Q4 2017Q3 202324
Cornell Pochily Investment Advisors, Inc. 24241.08%2.36%2.74%Q4 2017Q3 202324
First Personal Financial Services 1310.01%0.01%0.04%Q4 2015Q3 202324
Mutual Advisors, LLC 24240.04%0.71%2.10%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.70%1.05%1.68%Q4 2017Q3 202324
ROOSEVELT INVESTMENT GROUP LLC 24240.03%1.18%2.76%Q4 2016Q3 202224
Divergent Wealth Advisors 24242.76%7.51%14.66%Q4 2017Q3 202324
Financial Partners Group, Inc 24240.42%5.71%10.36%Q4 2017Q3 202324
jvl associates llc 24248.90%18.47%28.35%Q4 2017Q3 202324
Northwest Bancshares, Inc. 24240.37%0.83%1.75%Q4 2017Q3 202324
Caprock Group, LLC 24240.20%1.60%2.89%Q4 2017Q3 202324
HCR Wealth Advisors 2040.11%0.13%0.18%Q3 2017Q3 202324
HBK Sorce Advisory LLC 24240.03%0.20%0.36%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.09%0.42%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.46%0.89%1.51%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.06%0.35%0.98%Q4 2017Q3 202324
Regal Investment Advisors LLC 1010.00%0.82%1.92%Q2 2013Q3 202324
Legacy Financial Advisors, Inc. 24245.66%11.59%20.59%Q4 2017Q3 202324
BDO Wealth Advisors, LLC 2210.00%1.62%4.77%Q2 2017Q2 202323
Sunbelt Securities, Inc. 23230.40%0.82%2.40%Q1 2018Q3 202323
Sterling Investment Advisors, Ltd. 23231.95%2.99%3.94%Q4 2016Q2 202223
PATHSTONE FAMILY OFFICE, LLC 1550.00%0.79%3.35%Q3 2018Q3 202323
NWAM LLC 23230.07%0.63%1.39%Q1 2018Q3 202323
Dana Investment Advisors, Inc. 1140.01%0.02%0.05%Q2 2017Q3 202323
ENTERPRISE FINANCIAL SERVICES CORP 23230.90%1.64%2.81%Q4 2016Q2 202223
Aveo Capital Partners, LLC 1410.03%0.84%2.59%Q4 2016Q3 202323
WealthTrust-Arizona, LLC 23230.03%0.04%0.07%Q2 2013Q4 201823
MARINO, STRAM & ASSOCIATES LLC 1490.28%0.45%0.67%Q4 2017Q3 202323
Tarbox Family Office, Inc. 23230.01%0.21%0.54%Q1 2018Q3 202323
Argent Trust Co 23230.20%0.81%1.57%Q1 2018Q3 202323
PLANNING DIRECTIONS INC 23230.30%0.42%1.04%Q1 2018Q3 202323
FIRST MANHATTAN CO. LLC. 23230.00%0.01%0.02%Q1 2018Q3 202323
Westside Investment Management, Inc. 1510.00%0.09%0.33%Q1 2017Q3 202323
FRANKLIN RESOURCES INC 23230.00%0.00%0.00%Q1 2018Q3 202323
Sowell Financial Services LLC 810.05%0.73%12.79%Q4 2016Q2 202323
MCF Advisors LLC 970.00%0.01%0.03%Q2 2016Q3 202323
WEDBUSH SECURITIES INC 23230.03%0.05%0.09%Q1 2018Q3 202323
Sound Income Strategies, LLC 23230.00%0.03%0.14%Q1 2018Q3 202323
Private Ocean, LLC 23230.01%0.04%0.10%Q1 2018Q3 202323
Sargent Bickham Lagudis LLC 23230.00%0.00%0.01%Q2 2017Q4 202223
Perigon Wealth Management, LLC 1410.00%0.39%8.47%Q3 2011Q3 202323
Quad-Cities Investment Group, LLC 22220.01%1.11%1.68%Q2 2018Q3 202322
DEUTSCHE BANK AG\ 2020.00%0.00%0.00%Q1 2018Q3 202322
HALL LAURIE J TRUSTEE 1390.16%0.17%0.19%Q4 2017Q3 202322
Personal Capital Advisors Corp 22220.00%0.35%1.46%Q3 2017Q4 202222
MAI Capital Management 22220.01%0.06%0.17%Q2 2018Q3 202322
CFO4Life Group, LLC 22220.08%0.18%0.65%Q2 2018Q3 202322
HUNTINGTON NATIONAL BANK 1570.00%0.01%0.02%Q1 2018Q3 202322
Monument Capital Management 22222.72%5.46%9.12%Q2 2018Q3 202322
Summit X, LLC 1930.05%0.63%2.63%Q1 2018Q3 202322
CREDIT SUISSE AG/ 710.00%0.00%0.00%Q1 2013Q3 202222
TRUST CO OF VERMONT 1510.00%0.00%0.00%Q4 2017Q3 202322
Montecito Bank & Trust 22220.54%0.70%1.27%Q3 2018Q4 202322
CIGNA INVESTMENTS INC /NEW 1390.04%3.97%8.51%Q4 2016Q3 202322
Keystone Financial Group 2020.91%2.77%7.47%Q1 2018Q3 202322
Tradewinds Capital Management, LLC 22220.06%0.09%0.14%Q2 2018Q3 202322
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Regal Wealth Group, Inc. 22220.01%0.08%0.19%Q4 2015Q1 202122
Alpha Cubed Investments, LLC 22220.03%0.08%0.20%Q2 2018Q3 202322
Peak Financial Management, Inc. 22220.16%0.42%0.60%Q2 2018Q3 202322
Carroll Financial Associates, Inc. 22220.00%0.22%0.36%Q3 2016Q4 202122
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1210.00%0.00%0.01%Q4 2013Q4 202021
Independent Order of Foresters 212139.13%58.49%79.43%Q3 2018Q3 202321
Wealth Alliance Advisory Group, LLC 2010.07%4.11%8.39%Q4 2017Q3 202321
PALLADIUM PARTNERS LLC 21210.02%0.05%0.07%Q1 2017Q1 202221
BB&T SECURITIES, LLC 21210.01%0.07%0.15%Q3 2014Q3 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.34%0.64%1.53%Q3 2018Q3 202321
Hanlon Investment Management, Inc. 1920.36%2.04%9.49%Q4 2016Q3 202321
Mount Yale Investment Advisors, LLC 1290.02%0.18%0.88%Q1 2018Q3 202321
CIBC Private Wealth Group, LLC 1110.00%0.01%0.03%Q3 2017Q3 202321
Armor Investment Advisors, LLC 21210.01%0.03%0.06%Q1 2018Q1 202321
West Branch Capital LLC 1380.12%0.17%0.25%Q1 2018Q3 202321
FC Advisory LLC 1510.12%0.14%0.18%Q1 2016Q4 202321
Financial Architects, Inc 21210.00%0.02%0.05%Q4 2016Q4 202121
Global Trust Asset Management, LLC 1290.00%0.01%0.02%Q2 2018Q3 202321
COLDSTREAM CAPITAL MANAGEMENT INC 1240.01%0.43%0.96%Q1 2017Q3 202321
Tower Research Capital LLC (TRC) 1510.00%0.02%0.14%Q3 2013Q3 202321
YALE UNIVERSITY 1740.06%0.65%3.72%Q2 2018Q3 202321
CYPRESS CAPITAL MANAGEMENT LLC 21210.05%0.06%0.08%Q3 2017Q3 202221
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21210.09%0.33%0.56%Q3 2018Q3 202321
JGP Wealth Management, LLC 21210.15%1.25%2.01%Q3 2018Q3 202321
Savant Capital, LLC 21210.02%0.11%0.34%Q3 2018Q3 202321
BEACON FINANCIAL GROUP 21210.05%0.07%0.09%Q3 2018Q3 202321
Winslow, Evans & Crocker, Inc. 21210.00%0.01%0.02%Q4 2015Q4 202021
Heritage Wealth Advisors 21210.00%2.82%4.97%Q3 2018Q3 202321
Voya Financial Advisors, Inc. 2010.03%0.11%0.21%Q2 2016Q2 202221
Essex Financial Services, Inc. 1710.10%0.30%0.45%Q4 2016Q3 202321
MOTCO 1010.00%0.02%0.03%Q4 2014Q3 202221
Executive Wealth Management, LLC 20202.21%4.72%7.60%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.12%0.19%0.60%Q4 2018Q3 202320
Family Management Corp 20201.30%3.48%5.36%Q4 2018Q3 202320
Capstone Financial Advisors, Inc. 20201.01%2.01%4.81%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.01%0.19%0.70%Q4 2018Q3 202320
MA Private Wealth 20200.17%5.07%9.27%Q4 2018Q3 202320
Paradigm Financial Partners, LLC 20200.27%0.34%0.38%Q4 2018Q3 202320
Crescent Grove Advisors, LLC 20200.11%0.53%1.60%Q4 2018Q3 202320
WealthPLAN Partners, LLC 1550.03%0.05%0.08%Q3 2018Q4 202320
BAR HARBOR WEALTH MANAGEMENT 20200.10%0.34%0.48%Q4 2018Q3 202320
Belpointe Asset Management LLC 1820.08%0.16%0.29%Q3 2018Q3 202320
Pensionmark Financial Group, LLC 20200.19%0.33%1.06%Q4 2018Q3 202320
JSF Financial, LLC 20200.61%1.52%2.87%Q4 2018Q3 202320
Exchange Capital Management, Inc. 1020.00%0.05%0.09%Q3 2017Q1 202320
FinTrust Capital Advisors, LLC 20200.36%0.79%1.28%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.01%4.45%13.66%Q4 2018Q3 202320
Merriman Wealth Management, LLC 1510.05%0.12%0.22%Q1 2017Q3 202320
Outlook Wealth Advisors, LLC 20200.39%3.67%7.19%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.01%0.04%0.20%Q4 2018Q3 202320
Ironsides Asset Advisors, LLC 20204.92%9.71%14.98%Q4 2018Q3 202320
Columbus Macro, LLC 20200.14%0.87%2.83%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.12%0.20%0.46%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.11%0.17%0.29%Q4 2018Q3 202320
NYL Investors LLC 20200.10%0.75%1.77%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.64%1.84%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.04%0.14%0.23%Q4 2018Q3 202320
MONECO Advisors, LLC 20201.51%2.81%4.08%Q4 2018Q3 202320
Kistler-Tiffany Companies, LLC 20200.00%0.01%0.03%Q3 2018Q2 202320
First Allied Advisory Services, Inc. 20200.01%0.64%1.51%Q4 2015Q3 202020
Cresset Asset Management, LLC 20200.01%0.54%1.34%Q4 2018Q3 202320
CNB Bank 20200.02%0.04%0.05%Q4 2018Q3 202320
Elm Partners Management LLC 20200.99%6.38%10.20%Q4 2018Q3 202320
Disciplina Capital Management LLC 20200.30%26.05%36.38%Q4 2018Q3 202320
Allen Investment Management, LLC 20200.05%0.21%0.94%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.18%0.64%5.72%Q4 2018Q3 202320
PROFFITT & GOODSON INC 20200.10%0.16%0.22%Q4 2018Q3 202320
Great Point Wealth Advisors, LLC 20201.97%3.14%4.64%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.13%1.00%Q4 2017Q3 202220
Cerity Partners LLC 1460.01%0.14%1.02%Q4 2017Q3 202320
Essex Savings Bank 20200.12%0.19%0.37%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.02%0.04%Q4 2017Q4 202220
RAYMOND JAMES TRUST N.A. 20200.01%0.05%0.06%Q4 2018Q3 202320
Visionary Asset Management, Inc. 1010.11%0.21%0.45%Q3 2013Q4 201820
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20200.00%0.10%0.13%Q2 2017Q1 202220
Edge Capital Group, LLC 20200.02%0.16%0.52%Q4 2018Q3 202320
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1910.11%0.27%0.36%Q2 2018Q3 202320
C M BIDWELL & ASSOCIATES LTD 1910.04%0.15%0.31%Q4 2017Q3 202320
Capital Directions Investment Advisors, LLC 760.07%0.12%0.18%Q3 2017Q4 202220
Archer Investment Corp 20200.54%0.64%0.98%Q4 2018Q3 202320
Valtinson Bruner Financial Planning LLC 20200.18%0.29%0.50%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.18%0.87%2.11%Q4 2018Q3 202320
Prospera Financial Services Inc 1810.02%0.04%0.12%Q2 2018Q3 202320
Claro Advisors LLC 20200.22%0.40%0.56%Q4 2018Q3 202320
Summit Financial, LLC 20200.06%0.39%0.59%Q4 2018Q3 202320
TCI Wealth Advisors, Inc. 1730.01%0.01%0.05%Q2 2017Q1 202320
CULBERTSON A N & CO INC 20200.07%0.08%0.10%Q4 2018Q3 202320
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1820.01%0.18%0.52%Q2 2018Q3 202320
Dynamic Advisor Solutions LLC 1640.02%0.05%0.13%Q2 2018Q3 202320
Grove Bank & Trust 20201.10%1.24%1.41%Q4 2018Q3 202320
SIGNATUREFD, LLC 19190.02%0.03%0.04%Q1 2019Q3 202319
Realta Investment Advisors 19190.28%0.45%0.55%Q1 2019Q3 202319
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1810.12%0.40%2.92%Q4 2014Q3 201919
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.24%0.74%Q1 2019Q3 202319
Mengis Capital Management, Inc. 19190.07%0.10%0.17%Q1 2019Q3 202319
Cypress Wealth Services, LLC 19190.20%0.43%1.13%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.18%0.40%0.81%Q4 2018Q3 202319
MGO ONE SEVEN LLC 1520.02%0.14%0.58%Q4 2017Q3 202319
AVIANCE CAPITAL MANAGEMENT, LLC 1180.02%0.44%1.34%Q2 2013Q1 201819
Lantz Financial LLC 19190.09%0.14%0.22%Q1 2019Q3 202319
Stratos Investment Management, LLC 19193.71%4.99%6.51%Q1 2019Q3 202319
Cooper Financial Group 19190.08%0.21%0.48%Q1 2019Q3 202319
Windham Capital Management, LLC 19190.27%0.54%0.95%Q1 2019Q3 202319
CLIFFORD SWAN INVESTMENT COUNSEL LLC 19190.03%0.03%0.04%Q1 2019Q3 202319
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q1 2015Q3 202319
FINANCIAL COUNSELORS INC 1360.01%0.02%0.03%Q4 2018Q3 202319
Winthrop Advisory Group LLC 19190.27%7.19%10.59%Q1 2019Q3 202319
Private Capital Advisors, Inc. 19190.05%0.06%0.07%Q1 2019Q3 202319
Stratos Wealth Advisors, LLC 19190.02%0.39%1.40%Q1 2019Q3 202319
Private Capital Group, LLC 19190.67%1.27%1.86%Q4 2017Q2 202219
Icon Wealth Partners, LLC 1510.03%1.02%4.85%Q4 2017Q3 202319
Human Investing LLC 1270.13%0.81%1.33%Q4 2018Q3 202319
Parkside Investments, LLC 19190.27%0.36%0.46%Q1 2019Q3 202319
REILLY FINANCIAL ADVISORS, LLC 19190.00%0.01%0.04%Q2 2017Q4 202119
Patriot Financial Group Insurance Agency, LLC 1630.00%0.10%0.20%Q4 2016Q2 202219
TSFG, LLC 19192.25%3.44%7.12%Q1 2019Q3 202319
Day & Ennis, LLC 19190.48%1.30%3.27%Q1 2019Q3 202319
Tennessee Valley Asset Management Partners 1090.09%1.69%6.26%Q4 2018Q3 202319
Dakota Wealth Management 19190.06%0.20%0.32%Q1 2019Q3 202319
Altium Wealth Management LLC 19190.18%0.29%0.39%Q4 2017Q2 202219
Vivaldi Capital Management LP 19190.08%0.63%1.37%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.10%0.20%Q1 2019Q3 202319
Legacy Private Trust Co. 19191.58%3.85%6.86%Q1 2019Q3 202319
Weaver Consulting Group 19190.28%0.48%0.67%Q1 2019Q3 202319
TimeScale Financial, Inc. 19190.14%0.19%0.27%Q4 2018Q2 202319
HANCOCK WHITNEY CORP 1810.01%0.02%0.04%Q4 2018Q3 202319
WealthShield Partners, LLC 19190.06%0.61%1.62%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.16%2.87%4.46%Q1 2019Q3 202319
TRUIST FINANCIAL CORP 18180.01%0.04%0.07%Q2 2019Q3 202318
Oakworth Capital, Inc. 18180.00%0.03%0.04%Q2 2019Q3 202318
Ellevest, Inc. 18180.01%0.02%0.06%Q4 2018Q1 202318
Alexandria Capital, LLC 18180.00%0.01%0.01%Q2 2013Q3 201718
Cypress Capital Group 18180.05%0.10%0.15%Q2 2019Q3 202318
StoneX Group Inc. 1210.15%0.50%1.05%Q3 2017Q3 202318
Tranquility Partners, LLC 18180.63%0.81%0.97%Q2 2019Q3 202318
GOFEN & GLOSSBERG LLC /IL/ 18180.06%0.07%0.07%Q3 2018Q4 202218
Private Portfolio Partners LLC 1350.09%0.32%1.04%Q1 2019Q3 202318
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q3 2017Q3 202318
Canton Hathaway, LLC 18180.02%0.02%0.03%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.07%0.16%0.82%Q4 2018Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.17%0.61%Q2 2013Q3 201718
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18180.03%0.05%0.14%Q2 2019Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.75%1.93%2.76%Q1 2019Q3 202318
Investors Research Corp 18180.00%0.86%1.95%Q2 2019Q3 202318
Cedar Brook Financial Partners, LLC 1710.24%1.95%2.39%Q1 2019Q3 202318
VISTA CAPITAL PARTNERS, INC. 18180.06%0.14%0.16%Q2 2019Q3 202318
FIFTH THIRD SECURITIES, INC. 810.74%3.62%6.78%Q1 2016Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
INVERNESS COUNSEL LLC /NY/ 18180.06%0.07%0.08%Q2 2018Q3 202218
Quadrant Private Wealth Management, LLC 1130.23%0.67%1.65%Q4 2018Q3 202318
Joel Isaacson & Co., LLC 18180.05%0.14%0.18%Q2 2019Q3 202318
OPPENHEIMER & CO INC 1530.01%0.02%0.02%Q1 2019Q3 202318
GRIMES & COMPANY, INC. 1010.01%0.02%0.03%Q2 2018Q3 202318
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.35%0.55%0.83%Q3 2019Q3 202317
Matthew Goff Investment Advisor, LLC 17170.16%0.40%1.23%Q3 2019Q3 202317
KWMG, LLC 1520.00%0.09%0.16%Q4 2018Q3 202317
CEDAR CAPITAL, LLC 17170.17%1.98%6.11%Q3 2017Q3 202117
Tolleson Wealth Management, Inc. 17170.19%4.27%6.57%Q3 2019Q3 202317
Arcus Capital Partners, LLC 1610.00%0.24%0.58%Q4 2015Q4 202217
Rockefeller Capital Management L.P. 17170.00%0.01%0.02%Q3 2019Q3 202317
McIlrath & Eck, LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
Physician Wealth Advisors, Inc. 17174.70%5.58%7.20%Q3 2019Q3 202317
Benchmark Financial Wealth Advisors, LLC 17171.15%8.21%10.57%Q3 2019Q3 202317
VALLEY NATIONAL ADVISERS INC 17170.00%0.01%0.03%Q3 2019Q3 202317
CIBC WORLD MARKET INC. 1510.00%0.01%0.02%Q4 2017Q3 202317
SVB WEALTH LLC 17171.77%5.73%8.91%Q3 2019Q3 202317
REGIONS FINANCIAL CORP 1070.00%0.00%0.01%Q4 2017Q3 202317
CRA Financial Services, LLC 1120.08%0.10%0.13%Q1 2019Q3 202317
EP Wealth Advisors, LLC 1340.01%0.01%0.02%Q2 2019Q3 202317
LifePlan Financial Group, Inc 17170.22%1.29%2.61%Q3 2016Q3 202017
CreativeOne Wealth, LLC 17170.02%0.16%0.36%Q3 2019Q3 202317
SUMMIT FINANCIAL GROUP, INC. 1340.08%0.11%0.14%Q2 2019Q3 202317
Capital Investment Advisory Services, LLC 1610.00%0.03%0.05%Q4 2018Q3 202317
Southeast Asset Advisors Inc. 17170.12%0.15%0.21%Q3 2019Q3 202317
Neuberger Berman Group LLC 1160.00%0.00%0.00%Q2 2016Q3 202317
WFG Advisors, LP 17170.01%0.18%1.31%Q2 2013Q2 201717
Koshinski Asset Management, Inc. 1610.07%1.23%1.86%Q1 2019Q3 202317
Baldrige Asset Management LLC 17172.01%3.01%4.52%Q1 2019Q1 202317
FARMERS & MERCHANTS INVESTMENTS INC 1610.00%0.02%0.07%Q3 2018Q3 202317
Reliant Wealth Planning 161617.24%27.63%34.41%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16162.10%2.93%3.71%Q4 2019Q3 202316
Asset Allocation & Management Company, LLC 16160.14%0.31%0.77%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.14%0.27%0.45%Q4 2019Q3 202316
CENTRAL TRUST Co 16160.00%0.19%0.42%Q4 2019Q3 202316
Veritable, L.P. 16160.01%0.02%0.04%Q3 2019Q2 202316
Blue Fin Capital, Inc. 16160.11%0.29%0.44%Q4 2019Q3 202316
Wealthspire Advisors, L.P. 1420.01%0.02%0.10%Q4 2015Q3 202016
MACQUARIE GROUP LTD 16160.05%0.12%0.37%Q4 2019Q3 202316
Gleason Group, Inc. 16163.65%4.81%6.46%Q4 2019Q3 202316
SUNTRUST BANKS INC 16160.00%0.01%0.04%Q4 2015Q3 201916
Beacon Financial Advisory LLC 16160.17%0.77%1.27%Q4 2019Q3 202316
KFA Private Wealth Group, LLC 16163.66%4.66%5.45%Q4 2019Q3 202316
Hamilton Capital, LLC 16160.09%0.20%0.51%Q4 2019Q3 202316
PSI Advisors, LLC 16160.01%0.18%0.30%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.09%0.86%1.32%Q4 2019Q3 202316
Cordant, Inc. 16160.19%0.57%0.89%Q4 2019Q3 202316
RITHOLTZ WEALTH MANAGEMENT 720.02%0.04%0.08%Q1 2018Q3 202316
Stokes Family Office, LLC 16162.48%3.11%4.09%Q4 2019Q3 202316
Bernardo Wealth Planning LLC 16160.14%0.76%1.18%Q4 2019Q3 202316
XML Financial, LLC 16160.05%0.08%0.14%Q4 2019Q3 202316
WJ Wealth Management, LLC 16160.43%1.59%3.58%Q4 2019Q3 202316
Barber Financial Group, Inc. 1210.04%0.05%0.08%Q3 2018Q1 202316
Ferris Capital, LLC 1010.07%0.54%0.99%Q2 2017Q1 202216
CAROLINAS WEALTH CONSULTING LLC 16160.14%0.24%1.02%Q4 2019Q3 202316
AF Advisors, Inc. 16160.10%0.16%0.22%Q4 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16160.10%0.65%6.45%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.05%0.06%0.09%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.44%0.59%0.92%Q4 2019Q3 202316
CERTUITY, LLC 16160.16%0.34%0.56%Q4 2019Q3 202316
FENIMORE ASSET MANAGEMENT INC 1420.01%0.01%0.01%Q1 2019Q1 202316
Beacon Pointe Advisors, LLC 16160.06%0.68%2.52%Q4 2019Q3 202316
Antonetti Capital Management LLC 910.05%0.09%0.14%Q2 2010Q3 202316
PFG Advisors 1150.06%0.16%0.28%Q2 2019Q3 202316
JONES FINANCIAL COMPANIES LLLP 16160.00%0.00%0.01%Q4 2019Q3 202316
Maltin Wealth Management, Inc. 16161.16%1.44%2.42%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.05%0.08%0.30%Q3 2019Q3 202316
Doyle Wealth Management 16160.01%0.05%0.08%Q4 2018Q3 202216
Regent Peak Wealth Advisors LLC 16165.67%7.28%8.12%Q4 2019Q3 202316
Avidian Wealth Solutions, LLC 1330.04%0.34%2.34%Q2 2019Q3 202316
TFO Wealth Partners, LLC 16160.00%0.86%1.42%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.20%0.47%0.98%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.02%0.10%Q4 2019Q3 202316
IFG Advisory, LLC 1510.02%0.18%2.34%Q3 2019Q3 202316
55I, LLC 16160.04%0.55%1.90%Q4 2018Q3 202216
Astoria Strategic Wealth, Inc. 16164.15%6.30%7.76%Q4 2019Q3 202316
New Capital Management LP 710.00%1.67%3.32%Q4 2016Q3 202316
SENTINEL PENSION ADVISORS INC 16160.85%1.15%1.84%Q4 2019Q3 202316
BerganKDV Wealth Management, LLC 1510.00%0.00%0.01%Q2 2018Q4 202216
Pension Partners, LLC 16160.00%1.30%3.09%Q4 2014Q3 201816
SRS Capital Advisors, Inc. 1060.00%0.13%0.38%Q3 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.04%0.07%0.13%Q4 2019Q3 202316
Trexquant Investment LP 1150.01%0.05%0.21%Q3 2019Q3 202316
TBH Global Asset Management, LLC 16160.52%0.66%0.82%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16160.17%0.24%0.95%Q4 2019Q3 202316
Compass Ion Advisors, LLC 16160.17%0.36%0.74%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.04%0.09%0.12%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.40%0.70%1.96%Q4 2019Q3 202316
Guidance Point Advisors, LLC 1510.55%0.58%0.64%Q4 2018Q3 202316
Rossmore Private Capital 1510.00%0.13%0.22%Q4 2017Q3 202316
St. Johns Investment Management Company, LLC 16160.01%0.01%0.02%Q4 2014Q3 201816
Wade Financial Advisory, Inc 16160.55%2.05%3.58%Q4 2019Q3 202316
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1510.00%0.00%0.01%Q4 2018Q3 202316
Kerntke Otto McGlone Wealth Management Group 16162.06%5.67%13.80%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.48%0.62%0.84%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.01%0.03%0.17%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.23%2.51%4.63%Q4 2019Q3 202316
TRUEFG, LLC 16160.24%0.30%0.39%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 15150.25%0.34%0.52%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.02%0.02%0.04%Q4 2019Q2 202315
Continuum Advisory, LLC 810.04%0.19%0.43%Q1 2017Q3 202315
M&T BANK CORP 1410.00%0.00%0.00%Q3 2018Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.01%0.03%Q1 2020Q3 202315
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.11%0.40%0.97%Q1 2016Q3 201915
SENTINEL TRUST CO LBA 151526.83%33.14%43.07%Q1 2020Q3 202315
AdvicePeriod, LLC 15150.12%1.08%2.70%Q4 2017Q2 202115
MASSMUTUAL TRUST CO FSB/ADV 1320.00%0.00%0.01%Q3 2019Q4 202315
Emerson Wealth, LLC 15150.78%0.91%1.22%Q4 2018Q2 202215
Avalon Advisory Group 15151.25%2.11%3.24%Q1 2020Q3 202315
Symphony Financial, Ltd. Co. 15150.13%0.18%0.24%Q1 2020Q3 202315
Claar Advisors LLC 15150.82%5.27%16.30%Q1 2020Q3 202315
Aft, Forsyth & Sober, LLC 1321.52%4.78%6.19%Q4 2019Q3 202315
OPTIMUM INVESTMENT ADVISORS 15150.00%0.04%0.17%Q2 2020Q4 202315
Blueprint Investment Partners LLC 15150.04%1.36%4.29%Q1 2020Q3 202315
Alaska Permanent Capital Management 1211.15%1.82%2.12%Q2 2019Q3 202315
J. W. Coons Advisors, LLC 15150.11%0.13%0.15%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.49%2.46%Q4 2019Q3 202315
Plancorp, LLC 15150.53%1.05%1.77%Q1 2020Q3 202315
LexAurum Advisors, LLC 15150.22%0.28%0.38%Q1 2020Q3 202315
HIGH POINT BANK & TRUST CO 15150.06%0.06%0.08%Q2 2013Q4 201615
Bogart Wealth, LLC 1120.00%0.03%0.07%Q4 2017Q3 202315
Northwest Capital Management Inc 15150.78%1.24%4.03%Q1 2020Q3 202315
Texas Yale Capital Corp. 910.01%0.01%0.02%Q2 2019Q3 202315
DOLIVER ADVISORS, LP 870.58%1.79%5.66%Q3 2019Q4 202315
Csenge Advisory Group 1410.02%0.06%0.31%Q3 2018Q3 202315
Madden Advisory Services, Inc. 15150.39%0.82%5.34%Q1 2020Q3 202315
Wellspring Financial Advisors, LLC 15150.09%0.17%0.51%Q1 2020Q3 202315
GenWealth Group, Inc. 15150.08%0.19%0.33%Q2 2017Q4 202015
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 15157.42%8.20%8.76%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.06%0.25%Q2 2013Q4 201615
Jacobi Capital Management LLC 15150.00%0.35%1.34%Q1 2018Q3 202115
SIMPLEX TRADING, LLC 410.00%0.00%0.06%Q1 2016Q1 202315
Bartlett & Co. LLC 15150.01%0.01%0.02%Q2 2020Q4 202315
Leonard Rickey Investment Advisors P.L.L.C. 15150.10%0.15%0.19%Q1 2020Q3 202315
Carlson Capital Management 15150.06%0.13%0.28%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.26%0.49%1.83%Q1 2020Q3 202315
WHITTIER TRUST CO 1230.00%0.00%0.00%Q3 2017Q3 202315
MATHER GROUP, LLC. 1310.01%0.02%0.02%Q2 2019Q3 202315
Larson Financial Group LLC 1320.00%0.03%0.06%Q3 2019Q3 202315
Visionary Wealth Advisors 15150.03%0.05%0.06%Q1 2020Q3 202315
Waverly Advisors, LLC 15150.07%0.15%0.31%Q1 2020Q3 202315
Modera Wealth Management, LLC 15150.04%0.06%0.11%Q1 2020Q3 202315
Silicon Hills Wealth Management, LLC 15150.89%1.79%2.41%Q4 2019Q2 202315
Integrated Advisors Network LLC 15150.02%0.10%0.14%Q1 2020Q3 202315
BARCLAYS PLC 520.00%0.00%0.00%Q4 2013Q2 202115
Advisor Group, Inc. 15150.06%0.46%1.10%Q2 2016Q4 201915
KING LUTHER CAPITAL MANAGEMENT CORP 15150.00%0.05%0.24%Q1 2020Q3 202315
Consolidated Planning Corp 15150.62%1.66%2.74%Q1 2020Q3 202315
Front Row Advisors LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Baker Avenue Asset Management, LP 640.00%0.06%0.21%Q2 2015Q3 202315
QUADRANT CAPITAL GROUP LLC 15150.00%0.01%0.04%Q1 2020Q3 202315
Epstein & White Financial LLC 15150.50%1.09%1.66%Q4 2017Q2 202115
Robertson Stephens Wealth Management, LLC 15150.05%0.11%0.22%Q1 2020Q3 202315
NATIONAL PLANNING CORP 1130.02%0.04%0.08%Q4 2013Q3 201714
AMG National Trust Bank 14140.01%0.01%0.03%Q2 2020Q3 202314
DAVIDSON INVESTMENT ADVISORS 14140.02%0.09%0.14%Q4 2016Q1 202014
HOWE & RUSLING INC 810.00%0.02%0.06%Q2 2014Q3 202314
Aurora Private Wealth, Inc. 14140.08%0.13%0.25%Q4 2019Q1 202314
CENTAURUS FINANCIAL, INC. 910.02%0.03%0.05%Q2 2018Q3 202314
Adams Wealth Management 14140.79%1.53%2.59%Q2 2020Q3 202314
Chesley Taft & Associates LLC 14140.02%0.02%0.02%Q2 2020Q3 202314
First Ascent Asset Management, LLC 14140.36%0.96%2.17%Q2 2020Q3 202314
SMITHBRIDGE ASSET MANAGEMENT INC/DE 730.05%0.08%0.14%Q4 2019Q3 202314
Institute for Wealth Management, LLC. 1310.01%0.11%0.13%Q4 2019Q3 202314
J.W. COLE ADVISORS, INC. 810.14%0.16%0.24%Q4 2019Q3 202314
MAGNOLIA CAPITAL ADVISORS LLC 950.12%0.59%1.98%Q4 2019Q2 202314
True North Advisors, LLC 14140.08%0.12%0.15%Q2 2020Q3 202314
TELEMUS CAPITAL, LLC 14140.03%0.04%0.04%Q2 2020Q3 202314
ASPIRIANT, LLC 14140.06%0.12%0.15%Q2 2020Q3 202314
Concert Wealth Management Inc. 830.03%0.10%0.45%Q2 2013Q1 201714
CATALYST PRIVATE WEALTH, LLC 14145.14%6.86%8.94%Q3 2020Q4 202314
Stadion Money Management, LLC 14140.06%0.10%0.20%Q3 2016Q4 201914
BADGLEY PHELPS & BELL INC 14140.45%0.83%0.94%Q3 2016Q4 201914
Princeton Global Asset Management LLC 1040.00%0.01%0.02%Q4 2018Q3 202314
NATIXIS ADVISORS, L.P. 1020.00%0.01%0.02%Q1 2014Q3 202314
COLTON GROOME FINANCIAL ADVISORS, LLC 1130.10%0.20%0.28%Q2 2019Q3 202314
OAKWOOD CAPITAL MANAGEMENT LLC/CA 1310.11%0.68%1.78%Q2 2015Q4 202014
CALTON & ASSOCIATES, INC. 14140.17%2.25%6.35%Q1 2020Q2 202314
Single Point Partners, LLC 710.43%1.65%2.25%Q4 2019Q3 202314
SEI INVESTMENTS CO 1210.00%0.12%1.66%Q4 2015Q4 201914
COUNTRY TRUST BANK 14140.02%0.03%0.03%Q3 2020Q4 202314
RESTON WEALTH MANAGEMENT LLC 730.11%0.23%0.57%Q4 2018Q3 202314
Waldron Private Wealth LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
Klingman & Associates, LLC 1310.03%0.09%0.14%Q3 2019Q3 202314
Professional Financial Advisors, LLC 14140.15%1.75%11.29%Q2 2020Q3 202314
Friedenthal Financial 14141.38%6.65%9.04%Q2 2020Q3 202314
Osborn Williams & Donohoe LLC 1040.05%0.27%0.44%Q4 2014Q4 201914
Global Financial Private Capital, Inc 14141.45%2.49%3.05%Q1 2017Q2 202014
Proficio Capital Partners LLC 14140.02%0.02%0.04%Q1 2016Q2 201914
Intelligence Driven Advisers, LLC 14140.09%0.13%0.21%Q4 2019Q1 202314
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
Willow Creek Wealth Management Inc. 14140.10%0.17%0.27%Q2 2020Q3 202314
UNITED SERVICES AUTOMOBILE ASSOCIATION 14140.00%0.05%0.26%Q4 2016Q1 202014
Garrett Wealth Advisory Group, LLC 14140.11%0.25%0.39%Q4 2018Q1 202214
Soundwatch Capital LLC 14140.08%0.25%0.59%Q2 2020Q3 202314
Apexium Financial, LP 14140.07%0.23%0.35%Q2 2020Q3 202314
SALEM INVESTMENT COUNSELORS INC 14140.00%0.01%0.02%Q2 2020Q3 202314
WFA of San Diego, LLC 14140.02%0.60%1.28%Q2 2020Q3 202314
Apella Capital, LLC 1130.06%0.16%0.45%Q2 2020Q4 202314
Cascade Investment Advisors, Inc. 1310.00%0.00%0.00%Q2 2019Q1 202314
Summit Financial Wealth Advisors, LLC 1310.05%0.25%0.89%Q2 2019Q1 202314
Patriot Wealth Management, Inc. 14140.08%0.40%1.44%Q3 2015Q4 201814
ELM ADVISORS, LLC 14140.36%0.47%1.05%Q4 2018Q1 202214
FORTE CAPITAL LLC /ADV 14140.04%0.64%1.01%Q2 2020Q3 202314
GM Advisory Group, LLC 13130.06%0.45%0.77%Q3 2020Q3 202313
Samalin Investment Counsel, LLC 13130.19%0.86%1.30%Q3 2020Q3 202313
Independence Bank of Kentucky 13130.06%0.07%0.08%Q3 2020Q3 202313
InTrack Investment Management Inc 13130.19%0.21%0.23%Q4 2020Q4 202313
Your Advocates Ltd., LLP 13130.02%0.03%0.07%Q3 2020Q3 202313
PARK AVENUE SECURITIES LLC 810.01%1.09%5.56%Q2 2017Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.20%0.24%0.32%Q3 2020Q3 202313
Van Hulzen Asset Management, LLC 13130.04%0.16%0.23%Q3 2017Q3 202013
BNP PARIBAS FINANCIAL MARKETS 13130.00%0.00%0.02%Q1 2019Q1 202213
Freestone Capital Holdings, LLC 13130.00%0.23%0.52%Q3 2020Q3 202313
Mirae Asset Global Investments Co., Ltd. 13130.23%1.79%3.16%Q1 2016Q1 201913
PIONEER TRUST BANK N A/OR 1210.10%0.56%0.76%Q3 2019Q3 202313
Capital Investment Counsel, Inc 1120.02%0.03%0.03%Q1 2019Q2 202213
Founders Financial Alliance, LLC 13130.04%0.08%0.12%Q3 2020Q3 202313
Orion Portfolio Solutions, LLC 910.00%0.72%7.07%Q4 2019Q3 202313
Lenox Wealth Management, Inc. 850.00%0.01%0.02%Q4 2015Q1 202013
BRINKER CAPITAL INC 13130.03%1.08%1.78%Q2 2017Q2 202013
FOUNDERS FINANCIAL SECURITIES LLC 13130.06%0.09%0.11%Q3 2020Q3 202313
Frisch Financial Group, Inc. 1030.08%0.10%0.15%Q2 2019Q1 202313
GARRISON POINT ADVISORS, LLC 13130.19%0.21%0.24%Q3 2020Q3 202313
BLUESTEIN R H & CO LLC 13130.08%0.23%0.41%Q3 2019Q3 202213
Kestra Advisory Services, LLC 13130.25%0.35%0.47%Q3 2020Q3 202313
Pacific Center for Financial Services 1030.00%0.02%0.03%Q2 2020Q3 202313
BROWN BROTHERS HARRIMAN & CO 1110.00%0.02%0.23%Q2 2017Q3 202313
FineMark National Bank & Trust 13130.00%0.00%0.00%Q2 2013Q2 201613
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.03%Q3 2020Q3 202313
CX Institutional 810.00%1.69%4.91%Q2 2018Q2 202213
SFMG, LLC 13130.03%0.06%0.08%Q3 2020Q3 202313
Cornerstone Wealth Management, LLC 13130.05%0.29%0.63%Q2 2017Q2 202013
Portfolio Solutions, LLC 850.00%0.18%1.40%Q1 2017Q3 202213
Stonebridge Capital Advisors LLC 1110.00%0.05%0.09%Q2 2019Q3 202313
KLINGENSTEIN FIELDS & CO LP 13130.02%0.02%0.03%Q3 2020Q3 202313
Graypoint LLC 13130.04%0.09%0.15%Q3 2020Q3 202313
Stokes & Hubbell Capital Management, LLC 13131.04%2.71%3.93%Q1 2016Q1 201913
KEYBANK NATIONAL ASSOCIATION/OH 1210.00%0.00%0.01%Q4 2019Q3 202313
Opes Wealth Management LLC 540.07%0.14%0.41%Q1 2019Q3 202313
ETRADE Capital Management LLC 13130.66%1.82%2.70%Q3 2017Q3 202013
Renaissance Technologies 510.00%0.00%0.01%Q2 2018Q3 202313
Guidant Wealth Advisors 13130.08%0.22%0.53%Q3 2016Q3 201913
Fragasso Group Inc. 13130.03%0.04%0.06%Q4 2020Q4 202313
Almanack Investment Partners, LLC. 13130.12%0.20%0.47%Q3 2020Q3 202313
Pegasus Partners Ltd. 13130.09%9.80%16.36%Q3 2020Q3 202313
Venturi Wealth Management, LLC 630.00%0.15%0.45%Q1 2016Q3 202312
Mayflower Financial Advisors, LLC 12120.24%0.28%0.32%Q4 2020Q3 202312
Founders Capital Management 1110.00%0.00%0.00%Q4 2020Q4 202312
Alta Wealth Advisors LLC 12120.53%0.66%0.88%Q4 2020Q3 202312
Tacita Capital Inc 12120.02%0.09%0.14%Q4 2020Q3 202312
RESOURCES MANAGEMENT CORP /CT/ /ADV 12120.00%0.02%0.24%Q4 2020Q3 202312
First Horizon Advisors, Inc. 1110.00%0.05%0.25%Q3 2018Q3 202312
EVERGREEN CAPITAL MANAGEMENT LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.06%0.35%0.65%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12121.50%3.27%5.59%Q4 2020Q3 202312
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 12120.17%0.20%0.22%Q1 2020Q4 202212
Apollon Wealth Management, LLC 910.00%0.09%0.18%Q2 2020Q3 202312
Hayden Royal, LLC 1110.46%1.36%3.38%Q4 2018Q4 202112
SATOVSKY ASSET MANAGEMENT LLC 12120.87%1.86%3.10%Q4 2020Q3 202312
Lincoln Capital LLC 12120.07%0.07%0.08%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12123.76%4.97%8.81%Q4 2020Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12120.01%0.05%0.10%Q4 2020Q3 202312
ForthRight Wealth Management, LLC 12120.35%0.53%0.78%Q4 2020Q3 202312
Balentine LLC 1110.00%0.02%0.03%Q4 2015Q3 202312
Prosperity Planning, Inc. 12120.78%0.99%1.44%Q4 2020Q3 202312
TORONTO DOMINION BANK 210.00%0.00%0.00%Q1 2016Q3 202312
BIEGEL & WALLER LLC 121211.40%12.50%13.43%Q4 2016Q3 201912
Flagship Private Wealth, LLC 12122.92%3.84%4.74%Q4 2020Q3 202312
Arkadios Wealth Advisors 1020.03%0.10%0.34%Q4 2019Q1 202312
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12120.08%1.95%3.77%Q4 2020Q3 202312
FDx Advisors, Inc. 820.01%0.05%0.10%Q4 2016Q1 202012
Klaas Financial Asset Advisors, LLC 121212.87%18.90%21.37%Q4 2020Q3 202312
Stewardship Financial Advisors, LLC 1110.00%0.26%3.02%Q4 2015Q1 202112
Brand Asset Management Group, Inc. 12120.06%0.08%0.09%Q2 2018Q1 202112
Abundance Wealth Counselors 1110.11%0.16%0.37%Q4 2018Q4 202212
Hemington Wealth Management 12120.74%0.90%1.12%Q4 2020Q3 202312
BOKF, NA 910.00%0.01%0.02%Q3 2017Q3 202312
Douglass Winthrop Advisors, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12120.43%0.54%1.40%Q4 2020Q3 202312
Kalos Management, Inc. 1010.09%0.62%1.43%Q4 2019Q2 202312
Facet Wealth, Inc. 12120.81%1.86%3.47%Q4 2020Q3 202312
Walkner Condon Financial Advisors LLC 12120.10%0.32%0.83%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.08%0.09%0.10%Q4 2020Q3 202312
Bordeaux Wealth Advisors LLC 12121.21%1.65%2.05%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.29%0.31%0.34%Q4 2020Q3 202312
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 930.01%0.64%1.61%Q2 2016Q4 202012
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.04%0.05%0.08%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.02%0.03%0.09%Q4 2020Q3 202312
PITTENGER & ANDERSON INC 1020.00%0.00%0.01%Q3 2020Q3 202312
Greenhouse Wealth Management, LLC 12120.66%0.69%0.73%Q4 2020Q3 202312
NORTHWEST WEALTH MANAGEMENT, LLC 1020.15%1.89%4.36%Q1 2020Q3 202312
Main Street Financial Solutions, LLC 12120.05%0.06%0.07%Q4 2020Q3 202312
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1110.00%0.02%0.25%Q3 2020Q3 202312
Rede Wealth, LLC 12120.11%0.15%0.23%Q4 2020Q3 202312
RATIONAL ADVISORS LLC 12120.08%0.86%2.11%Q1 2019Q4 202112
Key FInancial Inc 12120.00%0.03%0.06%Q4 2020Q3 202312
Darwin Wealth Management, LLC 12120.06%0.27%0.50%Q4 2017Q3 202012
Ellsworth Advisors, LLC 12120.09%0.12%0.20%Q4 2020Q3 202312
Shamrock Asset Management LLC 930.39%8.75%16.52%Q3 2016Q3 201912
Running Point Capital Advisors, LLC 12120.04%0.06%0.08%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.06%0.46%1.33%Q1 2019Q1 202212
Capital Planning LLC 12120.45%0.91%1.28%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.08%0.12%0.16%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.02%0.53%0.76%Q4 2020Q3 202312
Bouvel Investment Partners, LLC 12120.35%0.39%0.46%Q4 2020Q3 202312
Mariner Wealth Advisors-Cincinnati, LLC 12120.02%0.02%0.03%Q4 2015Q3 201812
Birchcreek Wealth Management, LLC 12120.16%0.23%0.28%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 121211.89%15.01%17.22%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.31%0.36%0.46%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.02%0.02%0.03%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.07%0.36%1.87%Q4 2018Q3 202112
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.02%Q4 2020Q3 202312
Plante Moran Financial Advisors, LLC 1020.01%0.03%0.06%Q2 2018Q3 202312
4J Wealth Management LLC 12120.22%0.24%0.28%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12122.04%2.30%3.03%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.02%Q2 2013Q1 201612
Galvin, Gaustad & Stein, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
Source Financial Advisors LLC 12121.74%2.40%3.11%Q4 2020Q3 202312
Clark Capital Management Group, Inc. 660.01%0.66%7.00%Q3 2018Q3 202312
BALDWIN BROTHERS LLC/MA 12120.00%0.00%0.00%Q1 2021Q4 202312
Signature Wealth Management Partners, LLC 12120.47%0.68%0.88%Q4 2020Q3 202312
CULLEN/FROST BANKERS, INC. 520.00%0.00%0.01%Q2 2020Q3 202311
Berman Capital Advisors, LLC 740.00%3.96%6.02%Q4 2018Q3 202111
Castle Rock Wealth Management, LLC 710.07%0.23%0.39%Q4 2019Q3 202311
NVWM, LLC 830.00%0.08%0.12%Q2 2020Q3 202311
Rollins Financial 832.34%3.25%3.63%Q4 2020Q3 202311
PEAPACK GLADSTONE FINANCIAL CORP 650.01%0.01%0.01%Q4 2020Q3 202311
Alaethes Wealth LLC 11110.15%0.21%0.30%Q1 2021Q3 202311
Rock Creek Group, LP 111111.49%19.59%26.67%Q1 2021Q3 202311
AXA S.A. 11110.03%0.04%0.06%Q1 2017Q3 201911
Orion Capital Management LLC 1010.02%0.02%0.03%Q4 2020Q3 202311
Arlington Partners LLC 650.03%0.77%2.15%Q1 2019Q4 202211
Planned Solutions, Inc. 748.41%9.17%10.62%Q3 2020Q2 202311
Bradley & Co. Private Wealth Management, LLC 11112.04%2.34%2.79%Q1 2021Q3 202311
Fernwood Investment Management, LLC 1010.09%0.10%0.12%Q1 2018Q3 202311
FLPUTNAM INVESTMENT MANAGEMENT CO 1010.02%0.02%0.02%Q3 2019Q3 202311
ARS Wealth Advisors, LLC 11110.11%0.15%0.19%Q4 2018Q2 202111
NovaPoint Capital, LLC 530.08%0.13%0.25%Q4 2019Q3 202311
SIGMA INVESTMENT COUNSELORS INC 11110.02%0.08%0.17%Q1 2021Q3 202311
Legacy Financial Group LLC 740.52%0.80%1.75%Q4 2020Q3 202311
Summit Global Investments 11110.02%0.03%0.04%Q1 2021Q3 202311
Empirical Finance, LLC 830.02%0.04%0.08%Q2 2020Q3 202311
Strategic Blueprint, LLC 410.02%0.15%0.84%Q4 2018Q3 202311
NorthCoast Asset Management LLC 1010.04%0.97%10.02%Q4 2018Q3 202111
Benedetti & Gucer, Inc. 11110.16%0.23%0.35%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11111.30%2.32%3.79%Q1 2021Q3 202311
RIDGECREST WEALTH PARTNERS, LLC 11112.44%3.33%3.82%Q1 2021Q3 202311
TCG Advisory Services, LLC 11110.10%0.28%0.43%Q1 2021Q3 202311
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 11110.12%0.17%0.34%Q1 2021Q3 202311
BCS Wealth Management 1010.09%0.12%0.18%Q4 2020Q3 202311
TRUEWEALTH LLC 11110.06%0.49%0.82%Q4 2017Q2 202011
GRIES FINANCIAL LLC 11110.96%1.22%1.66%Q1 2021Q3 202311
Spire Wealth Management 11110.06%0.27%0.46%Q1 2021Q3 202311
Colonial Trust Advisors 11110.02%0.04%0.05%Q1 2021Q3 202311
LIBERTY WEALTH MANAGEMENT LLC 11110.02%0.75%2.74%Q1 2019Q3 202111
CHILDRESS CAPITAL ADVISORS, LLC 11110.09%0.13%0.18%Q1 2021Q3 202311
Spectrum Management Group, LLC 11110.01%0.13%0.43%Q1 2020Q3 202211
Tradition Wealth Management, LLC 1010.00%0.01%0.02%Q4 2020Q3 202311
IFC Holdings Incorporated/FL 910.03%0.06%0.21%Q4 2014Q4 201711
VIEWPOINT INVESTMENT PARTNERS CORP 650.63%22.92%66.17%Q4 2018Q3 202111
Marietta Wealth Management, LLC 11110.05%0.07%0.09%Q1 2021Q3 202311
Moors & Cabot, Inc. 11110.02%0.03%0.04%Q3 2020Q1 202311
Pinnacle Advisory Group, Inc. 11110.10%0.12%0.14%Q3 2018Q1 202111
PARTNERS CAPITAL INVESTMENT GROUP, LLP 11110.74%1.11%2.03%Q1 2021Q3 202311
OPUS INVESTMENT MANAGEMENT INC 11110.10%3.99%14.14%Q1 2021Q3 202311
MONETA GROUP INVESTMENT ADVISORS LLC 1010.01%0.02%0.05%Q2 2018Q3 202311
Farmers & Merchants Trust Co of Chambersburg PA 11110.10%0.18%0.29%Q1 2021Q3 202311
McGuire Investment Group, LLC 920.04%0.11%0.14%Q1 2020Q3 202311
Bellwether Advisors, LLC 11110.05%0.16%0.40%Q4 2020Q2 202311
Regency Capital Management Inc.\DE 11110.09%0.69%1.25%Q1 2021Q3 202311
GHP Investment Advisors, Inc. 11110.03%0.04%0.06%Q1 2021Q3 202311
Stone House Investment Management, LLC 11110.18%1.13%3.07%Q1 2019Q3 202111
CT Financial Advisors LLC 1010.00%0.00%0.01%Q1 2014Q1 201711
Schiavi & Co LLC 11110.17%0.21%0.26%Q1 2021Q3 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
HYA Advisors, Inc 11116.17%7.27%8.25%Q4 2019Q2 202211
SEGALL BRYANT & HAMILL, LLC 650.00%0.00%0.01%Q3 2020Q2 202311
EQ LLC 11110.22%0.26%0.33%Q4 2020Q2 202311
SYM FINANCIAL Corp 920.02%0.05%0.15%Q3 2020Q3 202311
Ackerman Capital Advisors, LLC 650.62%4.41%17.87%Q4 2018Q4 202211
ADVISOR PARTNERS LLC 11110.03%0.05%0.10%Q4 2019Q2 202211
Landsberg, Bennett, & Dubbaneh LLC 10100.04%0.07%0.10%Q4 2018Q1 202110
Miracle Mile Advisors, LLC 910.02%0.24%1.00%Q4 2019Q3 202310
SIGNET FINANCIAL MANAGEMENT, LLC 410.04%0.06%0.11%Q2 2018Q1 202210
Keeley-Teton Advisors, LLC 10100.16%0.28%0.43%Q1 2017Q2 201910
Rodgers & Associates, LTD 10100.04%0.04%0.06%Q2 2021Q3 202310
Ameritas Investment Company, LLC 910.02%0.06%0.12%Q1 2019Q3 202110
Laurel Wealth Advisors LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.01%0.06%0.10%Q4 2020Q3 202310
Rosenberg Matthew Hamilton 10100.02%0.32%0.64%Q2 2021Q3 202310
1900 WEALTH MANAGEMENT LLC 10100.15%2.06%3.43%Q2 2021Q3 202310
GoalVest Advisory LLC 810.04%0.05%0.07%Q4 2020Q4 202310
GSB Wealth Management, LLC 820.54%0.59%0.65%Q1 2021Q3 202310
Whitcomb & Hess, Inc. 10100.56%0.73%0.89%Q2 2021Q3 202310
M Holdings Securities, Inc. 510.03%0.05%0.09%Q2 2018Q1 202310
WEST BANCORPORATION INC 820.02%0.20%0.31%Q2 2020Q3 202310
Insight Wealth Strategies, LLC 10100.08%0.15%0.21%Q2 2019Q3 202110
Kore Private Wealth LLC 610.00%0.02%0.04%Q1 2019Q3 202210
Legacy Wealth Planning, LLC 10100.26%0.68%2.47%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.04%0.10%0.14%Q1 2021Q3 202310
Eudaimonia Partners, LLC 820.04%0.07%0.13%Q4 2019Q2 202210
Personal Wealth Partners 10100.09%0.32%0.38%Q1 2019Q2 202110
Kingsview Wealth Management, LLC 640.86%1.43%1.80%Q1 2021Q3 202310
TANDEM CAPITAL MANAGEMENT CORP /ADV 10100.15%0.19%0.24%Q4 2020Q1 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
NICOLET BANKSHARES INC 10100.07%0.08%0.09%Q1 2021Q2 202310
Horizon Investment Services, LLC 730.10%0.13%0.19%Q4 2015Q3 201810
Partnervest Advisory Services LLC 10100.10%0.15%0.23%Q2 2018Q3 202010
GeoWealth Management, LLC 610.02%1.88%6.01%Q2 2019Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.08%0.20%0.43%Q3 2020Q4 202210
Snider Financial Group 10100.88%2.77%4.83%Q2 2021Q3 202310
IEQ CAPITAL, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Ledyard National Bank 640.01%0.02%0.04%Q1 2018Q1 202110
Mascoma Wealth Management LLC 910.00%0.02%0.02%Q1 2021Q3 202310
Robbins Farley 640.01%0.03%0.06%Q1 2021Q3 202310
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 10100.00%0.01%0.01%Q2 2021Q3 202310
SVB Investment Services Inc. 10100.09%0.26%0.37%Q4 2019Q1 202210
Qube Research & Technologies Ltd 10100.00%0.01%0.02%Q2 2021Q3 202310
Concord Wealth Partners 430.00%0.03%0.16%Q4 2020Q3 202310
WADE G W & INC 10100.01%0.02%0.04%Q2 2021Q3 202310
CORRADO ADVISORS, LLC 990.14%0.46%0.65%Q3 2021Q3 20239
Alliance Wealth Management Group 990.19%0.34%0.54%Q2 2021Q2 20239
Independent Advisor Alliance 810.08%0.35%1.52%Q4 2019Q3 20239
Leelyn Smith, LLC 720.01%0.02%0.06%Q1 2020Q4 20229
SITTNER & NELSON, LLC 990.08%0.09%0.10%Q3 2021Q3 20239
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 990.10%0.12%0.14%Q3 2021Q3 20239
TFC Financial Management, Inc. 990.45%0.64%0.80%Q3 2021Q3 20239
Salomon & Ludwin, LLC 710.01%0.05%0.08%Q4 2018Q3 20239
Falcon Wealth Planning 990.10%0.13%0.16%Q3 2021Q3 20239
Aft, Forsyth & Sober, LLC 990.26%0.64%1.63%Q4 2014Q4 20169
Teamwork Financial Advisors, LLC 990.07%0.19%0.29%Q2 2020Q2 20229
Newman & Schimel, LLC 998.00%10.01%12.18%Q4 2020Q4 20229
OptiFour Integrated Wealth Management, LLC 9913.21%14.62%15.69%Q4 2017Q4 20199
NTV ASSET MANAGEMENT LLC 990.06%0.06%0.06%Q3 2021Q3 20239
Norinchukin Bank, The 991.77%2.02%2.26%Q1 2020Q1 20229
BANK OF NOVA SCOTIA 610.00%0.00%0.00%Q1 2015Q1 20229
Marcum Wealth, LLC 990.03%0.04%0.04%Q3 2021Q3 20239
Sanford Advisory Services, LLC 990.18%1.80%2.72%Q4 2020Q4 20229
Fisher Asset Management, LLC 410.00%0.00%0.00%Q4 2018Q2 20239
Range Financial Group LLC 990.24%0.26%0.28%Q1 2021Q1 20239
ARS Wealth Advisors Group, LLC 990.06%0.09%0.12%Q3 2021Q3 20239
Avalon Investment & Advisory 540.01%0.05%0.08%Q2 2019Q1 20239
Bay Harbor Wealth Management, LLC 810.04%1.12%1.77%Q4 2018Q4 20219
SG Americas Securities, LLC 510.00%0.02%0.06%Q3 2015Q4 20189
Sage Mountain Advisors LLC 990.05%0.22%0.44%Q3 2021Q3 20239
Vectors Research Management, LLC 990.01%0.01%0.04%Q4 2018Q4 20209
Measured Wealth Private Client Group, LLC 990.09%0.11%0.15%Q4 2020Q4 20229
Squar Milner Financial Services LLC 990.07%0.10%0.13%Q2 2018Q2 20209
Onyx Bridge Wealth Group LLC 990.06%0.09%0.12%Q3 2021Q3 20239
Laurel Wealth Planning LLC 990.08%0.63%1.57%Q4 2020Q4 20229
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 540.02%0.02%0.02%Q1 2021Q3 20239
Cribstone Capital Management, LLC 810.01%0.02%0.02%Q3 2019Q4 20229
RDA Financial Network 810.09%0.12%0.14%Q3 2019Q4 20219
WASHINGTON TRUST BANK 810.00%0.00%0.01%Q4 2014Q2 20189
Five Oceans Advisors 990.27%0.48%0.78%Q3 2021Q3 20239
Capital Market Strategies LLC 992.30%2.61%4.30%Q4 2021Q4 20239
SouthState Corp 990.01%0.01%0.01%Q3 2021Q3 20239
Essex Private Wealth Management, LLC 990.47%0.53%0.56%Q4 2019Q4 20219
JB Capital LLC 990.03%0.11%0.57%Q3 2021Q3 20239
Jackson Wealth Management, LLC 330.08%0.60%2.00%Q3 2017Q4 20219
STEPHENS INC /AR/ 990.03%0.04%0.04%Q3 2021Q3 20239
BNC WEALTH MANAGEMENT, LLC 810.10%0.16%0.19%Q3 2020Q3 20239
Livingston Group Asset Management CO (operating as Southport Capital Management) 810.01%0.12%0.15%Q3 2018Q4 20209
Financial Enhancement Group LLC 990.00%0.00%0.01%Q1 2018Q1 20209
Fort Point Capital Partners LLC 990.05%0.06%0.07%Q3 2021Q3 20239
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 810.00%0.00%0.02%Q2 2020Q3 20239
Peterson Wealth Advisors, LLC 990.13%0.29%0.62%Q4 2017Q4 20199
ROWLAND CARMICHAEL ADVISORS INC /ADV 990.00%0.05%0.08%Q4 2016Q4 20189
Aletheian Wealth Advisors LLC 998.82%10.26%12.11%Q4 2021Q4 20239
Chevy Chase Trust Holdings, LLC 310.00%0.00%0.01%Q1 2015Q4 20199
Parker Investment Management, LLC 990.02%0.06%0.10%Q3 2021Q3 20239
Maple Capital Management, Inc. 990.04%0.05%0.06%Q3 2021Q3 20239
North Star Investment Management Corp. 990.00%0.01%0.03%Q3 2021Q3 20239
ROPES WEALTH ADVISORS LLC 540.00%0.05%0.08%Q1 2018Q4 20209
PRIVATE CAPITAL MANAGEMENT LLC 990.08%0.76%1.58%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 320.01%0.04%0.07%Q4 2019Q3 20238
Advisor OS, LLC 530.04%0.11%0.17%Q1 2021Q3 20238
Lauterbach Financial Advisors, LLC 880.43%0.51%0.56%Q4 2021Q3 20238
Atlantic Union Bankshares Corp 880.02%0.04%0.09%Q1 2021Q4 20228
BRIGGS ADVISORY GROUP, INC. 886.98%12.78%15.05%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.07%0.07%0.08%Q4 2021Q3 20238
DOHJ, LLC 880.11%2.85%6.76%Q4 2021Q3 20238
Diversified Portfolios, Inc. 880.09%0.27%1.19%Q4 2021Q3 20238
Level Financial Advisors 880.14%0.19%0.26%Q4 2021Q3 20238
Lee Financial Co 880.00%0.00%0.00%Q1 2021Q4 20228
Omnia Family Wealth, LLC 710.03%0.20%0.38%Q4 2017Q4 20198
WINTRUST INVESTMENTS LLC 710.04%0.12%0.18%Q1 2021Q3 20238
Trek Financial, LLC 880.05%0.90%2.04%Q1 2019Q4 20208
Wedmont Private Capital 880.25%0.33%0.54%Q4 2021Q3 20238
Index Fund Advisors, Inc. 880.06%0.08%0.14%Q4 2021Q3 20238
Accurate Wealth Management, LLC 510.02%1.33%3.24%Q2 2021Q3 20238
Smallwood Wealth Investment Management, LLC 8822.92%27.73%30.58%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.26%0.27%0.28%Q4 2021Q3 20238
Evanson Asset Management, LLC 610.03%0.05%0.12%Q2 2016Q3 20238
SELDON CAPITAL LP 880.14%0.20%0.26%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.27%0.37%0.49%Q4 2021Q3 20238
BlackRock Investment Management, LLC 880.00%0.01%0.02%Q1 2015Q4 20168
Lehman & Derafelo Financial Resources LLC 620.01%0.01%0.01%Q2 2020Q3 20228
PURSUE WEALTH PARTNERS LLC 880.14%0.18%0.23%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.60%0.81%1.24%Q4 2021Q3 20238
World Asset Management Inc 410.02%0.11%0.30%Q2 2017Q3 20198
Campbell Wealth Management 710.01%0.04%0.05%Q2 2020Q3 20228
OmniStar Financial Group, Inc. 510.16%0.55%0.92%Q4 2017Q4 20208
SUTTON PLACE INVESTORS LLC 885.28%7.34%9.30%Q4 2021Q3 20238
REGENTATLANTIC CAPITAL LLC 880.01%0.01%0.04%Q4 2020Q3 20228
BSW Wealth Partners 510.05%0.07%0.09%Q1 2021Q3 20238
Bromfield Sneider Wealth Advisors 880.17%0.29%0.32%Q1 2022Q4 20238
Goelzer Investment Management, Inc. 880.02%0.02%0.03%Q4 2021Q3 20238
M&R CAPITAL MANAGEMENT INC 620.00%0.03%0.04%Q2 2021Q4 20238
Meridian Wealth Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
MYCIO WEALTH PARTNERS, LLC 880.00%0.03%0.06%Q1 2018Q4 20198
EverSource Wealth Advisors, LLC 880.01%0.01%0.04%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.11%0.15%0.20%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 882.63%3.18%3.76%Q4 2021Q3 20238
PINNACLE ASSOCIATES LTD 530.01%0.01%0.01%Q2 2019Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.06%0.09%Q4 2021Q3 20238
CITY NATIONAL BANK 710.00%0.01%0.01%Q2 2013Q3 20158
Laird Norton Wetherby Wealth Management, LLC 620.00%0.02%0.03%Q3 2017Q3 20238
Evergreen Wealth Solutions, LLC 880.23%0.37%0.56%Q4 2021Q3 20238
My Personal CFO, LLC 880.91%1.11%1.45%Q4 2021Q3 20238
Vantage Financial Partners, LLC 880.40%12.23%22.90%Q4 2021Q3 20238
DAVENPORT & Co LLC 320.00%0.00%0.01%Q4 2019Q2 20238
Laurel Wealth Advisors, Inc. 880.26%0.32%0.37%Q3 2018Q2 20208
Wealth Quarterback LLC 410.18%0.44%1.75%Q1 1987Q1 20238
Somerset Trust Co 880.33%0.37%0.43%Q1 2022Q4 20238
Investment Advisory Group, LLC 881.80%1.93%2.19%Q4 2021Q3 20238
FourThought Financial, LLC 880.16%0.18%0.21%Q4 2020Q3 20228
Amplius Wealth Advisors, LLC 880.60%0.77%0.84%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.52%0.62%0.80%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.32%0.35%0.40%Q4 2021Q3 20238
Fortis Advisors, LLC 880.02%0.02%0.03%Q3 2017Q2 20198
DERBY & COMPANY, INC 880.05%0.08%0.14%Q4 2019Q3 20218
FLOW TRADERS U.S. LLC 310.06%0.17%0.37%Q1 2020Q3 20238
BRANDYWINE OAK PRIVATE WEALTH LLC 880.02%0.06%0.09%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.43%0.46%0.51%Q4 2018Q3 20208
HB Wealth Management, LLC 881.16%1.30%1.40%Q4 2021Q3 20238
Townsend & Associates, Inc 710.24%1.23%1.70%Q4 2017Q2 20208
BlackDiamond Wealth Management, LLC 884.01%4.85%5.70%Q4 2021Q3 20238
DENVER WEALTH MANAGEMENT, INC. 610.19%0.25%0.33%Q1 2021Q3 20238
Laidlaw Wealth Management LLC 710.17%0.22%0.26%Q4 2020Q2 20238
Wealth Management Solutions, LLC 881.94%3.72%10.40%Q4 2021Q3 20238
Sierra Capital LLC 880.01%0.01%0.01%Q1 2021Q4 20228
Johnson Financial Group, Inc. 620.00%0.01%0.02%Q4 2019Q3 20238
GRAND WEALTH MANAGEMENT, LLC 882.74%3.25%3.71%Q4 2021Q3 20238
GLENMEDE TRUST CO NA 310.00%0.00%0.00%Q4 2018Q2 20238
Strategic Investment Advisors / MI 881.31%2.06%2.52%Q4 2018Q3 20208
Schrum Private Wealth Management LLC 880.70%0.76%0.81%Q4 2021Q3 20238
Halpern Financial, Inc. 420.00%0.01%0.01%Q1 2020Q3 20238
SFG Wealth Management, LLC. 881.18%2.30%3.77%Q4 2021Q3 20238
Glassman Wealth Services 880.03%0.04%0.04%Q4 2021Q3 20238
Abacus Wealth Partners, LLC 880.09%0.12%0.18%Q4 2020Q3 20228
Selective Wealth Management, Inc. 880.01%0.03%0.04%Q4 2020Q3 20228
VIVID FINANCIAL MANAGEMENT, INC. 881.50%1.95%3.73%Q1 2020Q4 20218
Objective Capital Management, LLC 880.77%0.95%1.04%Q4 2021Q3 20238
Industrial Alliance Investment Management Inc. 880.00%0.03%0.08%Q4 2021Q3 20238
CISCO SYSTEMS, INC. 8881.24%88.29%98.59%Q4 2021Q3 20238
MITCHELL SINKLER & STARR/PA 620.06%0.14%0.21%Q4 2020Q2 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.05%0.09%Q4 2021Q3 20238
Rather & Kittrell, Inc. 881.51%3.12%5.00%Q4 2021Q3 20238
LIBRA WEALTH LLC 880.09%1.90%2.41%Q4 2021Q3 20238
OIKOS HOLDINGS LLC 884.63%10.76%16.02%Q4 2021Q3 20238
AMERICAN NATIONAL BANK 880.01%0.02%0.04%Q4 2021Q3 20238
Firestone Capital Management 880.05%0.07%0.09%Q4 2019Q3 20218
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.00%0.03%0.13%Q4 2019Q3 20218
SC&H Financial Advisors, Inc. 880.73%0.94%1.54%Q4 2021Q3 20238
ALTERNA WEALTH MANAGEMENT, INC 440.26%0.55%1.28%Q1 2019Q3 20228
JACKSON THORNTON ASSET MANAGEMENT, LLC 880.06%0.11%0.16%Q4 2021Q3 20238
Pinnacle Summer Investments, Inc. 710.00%0.00%0.01%Q3 2013Q4 20158
Advisors Capital Management, LLC 710.01%0.01%0.03%Q4 2017Q3 20238
Heritage Financial Services, LLC 883.80%7.95%14.63%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.03%0.11%Q4 2021Q3 20238
SMITH, MOORE & CO. 880.14%0.76%0.94%Q1 2017Q4 20188
BOSTON FAMILY OFFICE LLC 530.02%0.02%0.02%Q1 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.01%0.02%0.03%Q4 2021Q3 20238
Wick Capital Partners, LLC 8824.83%29.18%31.95%Q4 2021Q3 20238
Morling Financial Advisors, LLC 880.06%4.50%6.09%Q4 2021Q3 20238
W ADVISORS, LLC 880.46%0.88%1.25%Q4 2021Q3 20238
Jackson, Grant Investment Advisers, Inc. 880.01%0.04%0.07%Q4 2021Q3 20238
Bison Wealth, LLC 880.37%0.82%1.04%Q4 2019Q3 20218
Huntington Steele LLC 880.11%0.29%0.44%Q2 2016Q1 20188
3EDGE Asset Management, LP 620.21%1.50%3.03%Q4 2016Q4 20188
Lloyd Advisory Services, LLC. 410.14%0.98%2.45%Q4 2019Q4 20227
Verus Financial Partners, Inc. 770.32%0.33%0.36%Q1 2022Q3 20237
CHERRYDALE WEALTH MANAGEMENT, LLC 775.81%8.95%9.96%Q2 2022Q4 20237
Arete Wealth Advisors, LLC 320.03%0.05%0.07%Q3 2019Q4 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 774.44%6.12%8.09%Q1 2022Q3 20237
SteelPeak Wealth, LLC 770.03%0.34%1.72%Q4 2019Q2 20217
PERSONAL CFO SOLUTIONS, LLC 770.06%0.07%0.07%Q1 2022Q3 20237
Cadent Capital Advisors, LLC 770.19%0.23%0.33%Q1 2022Q3 20237
Telos Capital Management, Inc. 310.03%0.04%0.08%Q4 2019Q3 20237
Raab & Moskowitz Asset Management LLC 510.01%0.06%0.10%Q4 2014Q4 20217
PLANNING ALTERNATIVES LTD /ADV 610.04%0.04%0.07%Q4 2019Q2 20227
SII INVESTMENTS INC/WI 610.02%0.04%0.07%Q4 2014Q4 20177
Beacon Capital Management, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
New England Private Wealth Advisors LLC 770.06%0.06%0.07%Q2 2018Q4 20197
Relative Value Partners Group, LLC 770.42%0.51%0.64%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.03%0.08%Q1 2021Q4 20227
Delos Wealth Advisors, LLC 770.06%0.06%0.08%Q2 2021Q4 20227
Financial Connections Group, Inc. 770.02%0.03%0.04%Q4 2021Q2 20237
Maxim Capital Management LLC 770.76%1.07%1.45%Q4 2018Q2 20207
Wescott Financial Advisory Group, LLC 770.27%0.35%0.42%Q1 2022Q3 20237
PRINCIPAL FINANCIAL GROUP INC 430.00%0.00%0.00%Q2 2019Q2 20217
WASHINGTON TRUST Co 770.00%0.00%0.00%Q1 2022Q3 20237
Argentus Capital Management, LLC 770.11%0.14%0.17%Q1 2015Q3 20167
Invst, LLC 410.03%0.44%1.10%Q2 2019Q3 20217
N.E.W. Advisory Services LLC 610.07%0.22%0.27%Q4 2020Q3 20237
BANK HAPOALIM BM 770.65%1.27%1.83%Q1 2021Q3 20227
Garde Capital, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Allie Family Office LLC 771.27%1.81%2.38%Q1 2022Q3 20237
FINANCIAL MANAGEMENT NETWORK INC 520.11%0.11%0.12%Q1 2021Q3 20237
Baystate Wealth Management LLC 510.00%0.02%0.04%Q2 2017Q2 20237
ShoreHaven Wealth Partners, LLC 771.04%7.44%16.48%Q1 2022Q3 20237
CARDIFF PARK ADVISORS, LLC 770.00%0.27%0.50%Q1 2022Q3 20237
Tyler-Stone Wealth Management 521.18%1.36%1.51%Q4 2021Q3 20237
Alaska Permanent Fund Corp 770.06%0.18%0.22%Q1 2020Q3 20217
Tidal Investments LLC 410.01%1.27%8.80%Q1 2020Q3 20237
ATWOOD & PALMER INC 520.05%0.09%0.13%Q4 2014Q3 20237
Ledge Wealth Management, Inc. 770.12%0.58%1.24%Q1 2022Q3 20237
Hartford Financial Management Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
OLD SECOND NATIONAL BANK OF AURORA 770.01%0.03%0.05%Q1 2022Q3 20237
BLACKROCK ADVISORS LLC 770.09%0.17%0.31%Q2 2015Q4 20167
Keel Point, LLC 770.03%0.03%0.03%Q1 2018Q3 20197
Operose Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Placemark Investments, Inc. 770.01%0.03%0.06%Q2 2013Q4 20147
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410.02%0.04%0.05%Q4 2020Q3 20237
PFM Asset Management LLC 770.12%1.97%5.35%Q1 2020Q3 20217
GUARDIAN WEALTH ADVISORS, LLC / NC 770.00%0.00%0.00%Q1 2022Q3 20237
Aaron Wealth Advisors LLC 770.06%0.23%0.39%Q1 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.01%Q4 2020Q2 20227
Connectus Wealth, LLC 770.02%0.05%0.08%Q1 2022Q3 20237
Bank Pictet & Cie (Europe) AG 770.04%0.06%0.07%Q1 2017Q3 20187
Financial Management Professionals, Inc. 610.01%1.42%1.93%Q4 2021Q3 20237
MBA Advisors LLC 430.28%2.07%4.97%Q2 2021Q3 20237
Atria Wealth Solutions, Inc. 770.20%0.24%0.39%Q1 2022Q3 20237
AI Financial Services LLC 433.72%4.89%6.37%Q4 2017Q3 20197
F3Logic, LLC 770.02%0.04%0.04%Q2 2021Q4 20227
Vestmark Advisory Solutions, Inc. 310.02%0.04%0.06%Q1 2019Q3 20237
Cardinal Strategic Wealth Guidance 770.00%0.00%0.01%Q1 2022Q3 20237
Element Wealth, LLC 770.35%0.99%1.69%Q1 2022Q3 20237
Washington Trust Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
HoyleCohen, LLC 320.02%0.02%0.03%Q3 2021Q3 20237
VeraBank, N.A. 770.21%0.27%0.40%Q1 2022Q3 20237
Global Wealth Management Investment Advisory, Inc. 770.01%0.09%0.29%Q4 2018Q2 20207
Lenox Wealth Advisors, LLC 430.00%0.01%0.05%Q1 2020Q1 20227
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.00%Q4 2021Q2 20237
Rockbridge Investment Management, LCC 770.01%0.02%0.03%Q2 2020Q4 20217
Strategies Wealth Advisors, LLC 430.12%0.16%0.22%Q4 2021Q3 20237
Karn, Couzens & Associates, Inc. 661.32%1.64%1.80%Q4 2020Q1 20226
INVESTMENT PARTNERS, LTD. 510.19%1.44%2.13%Q4 2018Q3 20226
WHITTIER TRUST CO OF NEVADA INC 660.01%0.01%0.02%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.04%0.05%0.05%Q4 2020Q1 20226
DRIVE WEALTH MANAGEMENT, LLC 420.10%0.16%0.29%Q4 2021Q3 20236
NORTH STAR ASSET MANAGEMENT INC 660.03%0.04%0.07%Q2 2022Q3 20236
Wealthquest Corp 510.08%0.24%0.40%Q2 2019Q2 20216
COZAD ASSET MANAGEMENT INC 660.03%0.04%0.04%Q2 2021Q3 20226
Paragon Wealth Strategies, LLC 510.04%1.75%2.91%Q4 2018Q2 20216
CAPITAL WEALTH MANAGEMENT, LLC 660.42%0.45%0.47%Q4 2020Q1 20226
Mosaic Family Wealth, LLC 660.00%0.01%0.02%Q4 2017Q1 20196
InterOcean Capital Group, LLC 660.04%0.05%0.05%Q2 2022Q3 20236
HAZLETT, BURT & WATSON, INC. 510.00%0.02%0.03%Q1 2022Q3 20236
Core Wealth Advisors, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Pettinga Financial Advisors LLC 420.06%0.37%0.64%Q1 2019Q3 20236
Stearns Financial Services Group 660.00%0.01%0.05%Q2 2019Q3 20206
Banco Santander, S.A. 660.01%0.02%0.02%Q1 2018Q2 20196
Rain Capital Management, LLC 660.25%0.30%0.39%Q2 2022Q3 20236
Corsicana & Co. 660.11%0.11%0.11%Q2 2021Q3 20226
Wealth & Pension Services Group, Inc. 661.03%1.48%1.92%Q2 2018Q3 20196
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 660.18%0.23%0.31%Q2 2022Q3 20236
Sabal Trust CO 660.02%0.02%0.02%Q2 2022Q3 20236
OLIVER LAGORE VANVALIN INVESTMENT GROUP 660.00%0.00%0.01%Q2 2022Q3 20236
Pasadena Private Wealth, LLC 660.19%0.20%0.24%Q2 2022Q3 20236
TOTAL INVESTMENT MANAGEMENT INC 330.12%0.23%0.34%Q4 2016Q3 20186
Merit Financial Group, LLC 660.14%0.20%0.36%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.13%0.16%0.21%Q2 2013Q3 20146
MCDONALD PARTNERS LLC 421.14%1.24%1.32%Q4 2020Q2 20226
Bridgeworth, LLC 660.06%0.09%0.12%Q2 2021Q3 20226
PRIVATE TRUST CO NA 660.23%0.35%0.38%Q2 2022Q3 20236
SCS Capital Management LLC 660.11%0.38%1.57%Q2 2022Q3 20236
Retirement Planning Group, LLC 660.17%0.34%0.54%Q2 2022Q3 20236
CFS Investment Advisory Services, LLC 410.18%0.46%0.62%Q4 2020Q2 20236
HOLLENCREST CAPITAL MANAGEMENT 660.66%0.71%0.76%Q2 2022Q3 20236
Gibson Capital, LLC 660.14%0.18%0.26%Q2 2022Q3 20236
FORTE ASSET MANAGEMENT LLC 660.20%1.23%2.06%Q2 2022Q3 20236
Old North State Trust, LLC 420.13%0.21%0.27%Q4 2021Q3 20236
US FINANCIAL ADVISORS, LLC 420.11%0.19%0.34%Q4 2020Q3 20236
FURE FINANCIAL CORP 666.20%7.53%8.59%Q4 2020Q1 20226
Charles Schwab Investment Advisory, Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
TWIN FOCUS CAPITAL PARTNERS, LLC 660.09%0.11%0.14%Q2 2022Q3 20236
Vontobel Holding Ltd. 510.00%0.03%0.04%Q3 2021Q3 20236
Provident Wealth Management, LLC 660.00%0.00%0.01%Q1 2022Q2 20236
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 410.00%0.00%0.00%Q2 2020Q3 20236
Paracle Advisors, LLC 510.08%0.10%0.12%Q2 2017Q1 20216
Financial Engines Advisors L.L.C. 660.00%0.00%0.00%Q2 2022Q3 20236
Raleigh Capital Management Inc. 420.01%0.41%0.74%Q4 2021Q2 20236
Foundations Investment Advisors, LLC 310.01%0.16%0.70%Q3 2018Q3 20236
FARR MILLER & WASHINGTON LLC/DC 510.02%0.03%0.06%Q4 2019Q3 20216
BHF RG Capital Inc. 664.37%7.10%10.20%Q2 2020Q3 20216
KRAFT ASSET MANAGEMENT, LLC 662.83%2.96%3.07%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.09%0.15%0.22%Q2 2022Q3 20236
Broadview Financial Management, LLC 510.16%0.32%0.41%Q4 2017Q2 20216
FIDUCIARY TRUST INTERNATIONAL LLC 310.04%0.05%0.06%Q3 2018Q2 20206
WEALTHSOURCE PARTNERS, LLC 310.02%0.51%1.80%Q2 2016Q1 20226
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
NorthRock Partners, LLC 660.02%0.31%1.25%Q3 2019Q4 20206
Madison Wealth Partners, Inc 660.22%0.27%0.38%Q2 2022Q3 20236
Forum Financial Management, LP 660.01%0.01%0.01%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.26%0.28%0.36%Q4 2020Q1 20226
Atlas Private Wealth Advisors 660.01%0.01%0.01%Q2 2020Q3 20216
HawsGoodwin Investment Management LLC 660.02%0.21%0.71%Q4 2019Q1 20216
Optas, LLC 330.06%0.09%0.11%Q3 2021Q2 20236
Janney Capital Management LLC 420.01%0.01%0.01%Q2 2018Q4 20196
FIRST QUADRANT LLC/CA 666.02%6.85%7.27%Q3 2020Q4 20216
Capital Asset Advisory Services LLC 310.00%0.02%0.08%Q4 2019Q3 20226
CITIZENS FINANCIAL GROUP INC/RI 410.01%0.01%0.01%Q3 2018Q1 20226
SINECERA CAPITAL, LLC 661.43%2.05%2.78%Q2 2022Q3 20236
B, B, H, & B INC. 661.36%4.11%5.91%Q4 2020Q1 20226
Blue Trust, Inc. 664.96%5.18%5.39%Q2 2022Q3 20236
MATTERN CAPITAL MANAGEMENT, LLC 420.03%0.04%0.04%Q2 2021Q3 20236
SIMON QUICK ADVISORS, LLC 664.48%4.91%5.36%Q2 2022Q3 20236
Wealthfront Advisers LLC 660.00%0.67%1.68%Q2 2022Q3 20236
Eagle Bluffs Wealth Management LLC 660.98%1.09%1.18%Q2 2022Q3 20236
Summit Trail Advisors, LLC 510.01%0.09%0.11%Q4 2021Q3 20236
CEDAR HILL ASSOCIATES, LLC 660.08%0.18%0.31%Q3 2017Q4 20186
Hardy Reed LLC 660.30%0.72%0.97%Q2 2022Q3 20236
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.03%Q3 2018Q2 20236
Versant Capital Management, Inc 550.00%0.00%0.00%Q4 2022Q4 20235
Sharkey, Howes & Javer 320.11%0.98%2.42%Q4 2019Q1 20235
Haverford Trust Co 410.00%0.00%0.00%Q4 2021Q3 20235
Vident Investment Advisory, LLC 550.00%0.15%0.32%Q2 2022Q2 20235
Clearview Wealth Advisors LLC 550.04%0.04%0.05%Q4 2020Q4 20215
Geometric Wealth Advisors 320.08%0.21%0.65%Q4 2021Q3 20235
Latitude Advisors, LLC 410.11%0.16%0.32%Q3 2021Q2 20235
Brightworth 550.06%0.09%0.12%Q4 2018Q4 20195
Liberty Mutual Group Asset Management Inc. 556.31%7.83%9.24%Q4 2017Q4 20185
OLD MISSION CAPITAL LLC 210.01%0.08%0.26%Q2 2018Q3 20235
Agate Pass Investment Management, LLC 550.15%0.16%0.16%Q4 2022Q4 20235
TOWNSQUARE CAPITAL LLC 410.01%0.01%0.02%Q3 2020Q3 20235
BOSTON FINANCIAL MANGEMENT LLC 550.01%0.01%0.01%Q3 2022Q3 20235
McElhenny Sheffield Capital Management, LLC 320.01%3.91%6.26%Q4 2021Q2 20235
NORTHWEST INVESTMENT COUNSELORS, LLC 550.01%0.01%0.04%Q3 2022Q3 20235
SILVER OAK SECURITIES, INCORPORATED 550.12%0.14%0.15%Q3 2022Q3 20235
CHOREO, LLC 550.04%0.05%0.05%Q3 2022Q3 20235
Opes Advisors Inc 410.19%0.31%0.38%Q4 2016Q4 20185
RESOLUTE FINANCIAL, LLC 550.26%0.36%0.42%Q4 2021Q4 20225
High Falls Advisors, Inc 550.09%0.21%0.31%Q1 2019Q1 20205
6 Meridian 551.66%1.78%1.96%Q4 2020Q4 20215
Colonial Trust Co / SC 550.03%0.09%0.13%Q3 2022Q3 20235
MUFG Americas Holdings Corp 320.00%0.00%0.00%Q2 2016Q3 20225
BANK OF HAWAII 550.31%0.33%0.36%Q3 2022Q3 20235
COMERICA SECURITIES,INC. 550.11%0.26%0.40%Q1 2019Q1 20205
Fiduciary Planning LLC 320.15%0.33%0.70%Q4 2019Q1 20215
WealthSpring Partners, LLC 550.38%0.44%0.61%Q3 2022Q3 20235
CIM, LLC 410.04%0.05%0.12%Q3 2016Q4 20215
QCM Cayman, Ltd. 320.26%0.71%1.14%Q2 2020Q3 20215
Legacy Advisors, LLC 550.17%0.18%0.20%Q3 2022Q3 20235
Clear Creek Financial Management, LLC 310.07%0.53%2.26%Q3 2020Q3 20235
Ruggie Capital Group 410.01%0.04%0.11%Q2 2017Q1 20195
ADVISOR PARTNERS II, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Investors Financial Group, LLC 550.16%0.25%0.34%Q4 2020Q4 20215
Artemis Wealth Advisors, LLC 550.00%0.00%0.01%Q3 2020Q3 20215
Provident Investment Management, Inc. 550.04%0.07%0.10%Q2 2018Q2 20195
Alpha Omega Wealth Management LLC 550.02%0.02%0.02%Q2 2018Q2 20195
Sensible Financial Planning & Management, LLC. 550.01%0.01%0.01%Q3 2015Q3 20165
San Luis Wealth Advisors LLC 210.25%0.49%1.06%Q4 2020Q2 20235
Intercontinental Wealth Advisors, LLC 550.06%0.09%0.11%Q4 2018Q4 20195
Column Capital Advisors, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Beacon Pointe Wealth Advisors, LLC 550.06%0.11%0.27%Q4 2018Q4 20195
BARRETT & COMPANY, INC. 550.14%0.14%0.14%Q3 2022Q3 20235
W.H. Cornerstone Investments Inc. 550.30%0.30%0.32%Q3 2022Q3 20235
Sageworth Trust Co 550.00%0.00%0.00%Q2 2021Q2 20225
ROMANO BROTHERS AND COMPANY 551.54%1.81%2.03%Q3 2022Q3 20235
PYA Waltman Capital, LLC 410.00%0.00%0.00%Q1 2021Q3 20225
Smithfield Trust Co 410.00%0.05%0.06%Q1 2020Q3 20235
CoreCap Advisors, LLC 550.02%0.02%0.05%Q4 2021Q4 20225
ALLEGHANY CORP /DE 412.14%2.83%5.37%Q2 2017Q3 20185
Compass Wealth Management LLC 550.02%0.02%0.02%Q4 2022Q4 20235
WealthPlan Investment Management, LLC 410.00%0.02%0.03%Q1 2022Q2 20235
Gupta Wealth Management LLC 550.00%0.02%0.03%Q1 2015Q1 20165
NewDay Solutions, LLC 410.87%0.99%1.28%Q4 2018Q1 20205
BENJAMIN EDWARDS INC 550.00%0.00%0.00%Q2 2022Q2 20235
MKD WEALTH COACHES, LLC 550.28%0.31%0.33%Q4 2018Q4 20195
PFS Partners, LLC 550.02%0.02%0.04%Q3 2022Q3 20235
Lake Point Wealth Management 320.02%0.61%1.59%Q4 2018Q1 20205
DUNCKER STREETT & CO INC 550.01%0.01%0.01%Q4 2019Q4 20205
VERITY Wealth Advisors 550.34%0.35%0.36%Q4 2022Q4 20235
Live Oak Private Wealth LLC 550.05%0.05%0.07%Q3 2022Q3 20235
Pacifica Partners Inc. 410.01%0.02%0.04%Q4 2019Q4 20235
Detwiler Fenton Investment Management LLC 550.19%0.38%0.49%Q1 2013Q1 20145
Strategic Asset Management, LLC 550.12%0.14%0.18%Q3 2021Q3 20225
Spearhead Capital Advisors, LLC 440.06%0.06%0.07%Q1 2020Q4 20204
J Arnold Wealth Management Co 310.01%0.01%0.01%Q4 2020Q4 20224
Stone Point Wealth LLC 440.10%0.11%0.14%Q4 2022Q3 20234
Iowa State Bank 440.05%0.05%0.06%Q2 2021Q1 20224
MANAGED ACCOUNT SERVICES INC 440.08%0.08%0.09%Q4 2020Q3 20214
Eaton Financial Holdings Company, LLC 440.19%0.49%0.65%Q4 2022Q3 20234
Copperleaf Capital, LLC 443.36%4.32%6.21%Q4 2019Q3 20204
Callan Family Office, LLC 440.33%0.43%0.52%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.02%0.03%0.04%Q4 2021Q3 20224
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
DDFG, Inc 444.06%4.25%4.38%Q4 2022Q3 20234
Wealthsimple Inc. 440.39%0.41%0.42%Q4 2021Q3 20224
ANGELES WEALTH MANAGEMENT, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 440.00%0.01%0.02%Q3 2021Q2 20224
Paragon Capital Management LLC 441.60%1.93%2.47%Q4 2017Q3 20184
McGlone Suttner Wealth Management, Inc. 440.37%0.45%0.54%Q4 2022Q3 20234
Charles Schwab Trust Co 440.07%0.08%0.08%Q1 2021Q4 20214
NCM Capital Management, LLC 440.15%0.22%0.25%Q1 2022Q4 20224
RE Dickinson Investment Advisors, LLC 440.00%0.01%0.02%Q4 2021Q3 20224
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.01%0.01%0.02%Q1 2019Q4 20194
DAYMARK WEALTH PARTNERS, LLC 440.04%0.07%0.13%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.00%0.04%0.08%Q3 2021Q2 20224
Farther Finance Advisors, LLC 440.11%0.14%0.18%Q4 2022Q3 20234
Iron Horse Wealth Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Financial Freedom, LLC 440.40%2.65%6.91%Q4 2022Q3 20234
KEELEY ASSET MANAGEMENT CORP 440.03%0.11%0.14%Q1 2016Q4 20164
IronBridge Private Wealth, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Mach-1 Financial Group, LLC 440.02%0.02%0.03%Q4 2021Q3 20224
Bryn Mawr Capital Management, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Hassell Wealth Management, LLC 443.06%3.18%3.30%Q4 2022Q3 20234
Goldstein Advisors, LLC 4413.18%15.22%15.92%Q4 2022Q3 20234
IndexIQ Advisors LLC 440.01%0.04%0.08%Q1 2018Q4 20184
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 442.07%2.22%2.34%Q4 2022Q3 20234
Royal Fund Management, LLC 110.00%0.00%0.01%Q3 2017Q1 20204
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Roberts Wealth Advisors, LLC 440.14%0.14%0.14%Q4 2022Q3 20234
Carmichael Hill & Associates, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
Elwood & Goetz Wealth Advisory Group, LLC 440.07%0.09%0.11%Q4 2022Q3 20234
Lighthouse Financial Advisors, Inc. 440.11%0.12%0.13%Q2 2020Q1 20214
WFA Asset Management Corp 440.00%0.00%0.00%Q4 2021Q3 20224
Whitaker-Myers Wealth Managers, LTD. 440.88%1.12%1.44%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 442.46%2.50%2.53%Q4 2022Q3 20234
CIC Wealth, LLC 440.29%0.33%0.39%Q4 2022Q3 20234
Sentinus, LLC 440.09%0.15%0.28%Q3 2022Q2 20234
AMJ Financial Wealth Management 440.12%0.31%0.40%Q1 2021Q4 20214
Park Place Capital Corp 446.94%7.25%7.38%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.51%1.64%2.25%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
MRA Advisory Group 310.17%0.95%1.71%Q4 2020Q4 20214
Independent Wealth Network Inc. 210.13%0.65%1.10%Q3 2021Q1 20234
ETF MANAGERS GROUP, LLC 440.00%0.00%0.01%Q3 2018Q2 20194
American Trust 440.06%2.82%4.09%Q4 2022Q3 20234
Integrity Advisory, LLC 440.34%0.42%0.50%Q1 2022Q4 20224
JDM Financial Group LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Clarus Wealth Advisors 310.01%0.86%1.38%Q2 2019Q4 20214
Thrive Wealth Management, LLC 440.10%0.11%0.11%Q4 2022Q3 20234
Parkside Financial Bank & Trust 210.00%0.01%0.05%Q1 2019Q1 20234
AGF MANAGEMENT LTD 440.01%0.01%0.02%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
SageView Advisory Group, LLC 440.04%0.07%0.10%Q4 2022Q3 20234
Family Asset Management, LLC 441.02%1.62%2.13%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.74%0.80%0.87%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.42%0.46%0.50%Q4 2022Q3 20234
Willis Johnson & Associates, Inc. 310.03%0.03%0.03%Q2 2021Q3 20224
Bleakley Financial Group, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
TKG Advisors, LLC 441.14%1.22%1.30%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 442.70%3.48%4.54%Q4 2017Q3 20184
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.17%0.20%0.23%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.36%1.36%3.03%Q4 2022Q3 20234
L.M. KOHN & COMPANY 440.12%0.13%0.15%Q4 2022Q3 20234
BREWIN DOLPHIN LTD 440.01%0.01%0.01%Q3 2017Q2 20184
PERRITT CAPITAL MANAGEMENT INC 440.06%0.06%0.06%Q4 2022Q3 20234
Independence Advisors, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
BOENNING & SCATTERGOOD, INC. 440.04%0.05%0.05%Q1 2022Q4 20224
STEVENS CAPITAL PARTNERS 446.90%6.93%6.95%Q4 2022Q3 20234
Carr Financial Group Corp 440.96%1.02%1.06%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.84%1.06%1.62%Q4 2022Q3 20234
MBL Wealth, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
MorganRosel Wealth Management, LLC 440.93%1.94%2.50%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.20%0.21%0.21%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 440.36%0.72%1.08%Q4 2022Q3 20234
Hilltop Partners LLC 440.18%0.20%0.22%Q4 2022Q3 20234
Tradewinds, LLC. 310.12%0.13%0.14%Q2 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Mayfair Advisory Group, LLC 440.26%0.29%0.33%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.11%0.16%0.26%Q4 2022Q3 20234
PROVENCE WEALTH MANAGEMENT GROUP 220.01%0.19%0.26%Q4 2021Q3 20234
MCIA Inc 440.32%0.96%1.84%Q1 2019Q4 20194
Buffington Mohr McNeal 210.04%0.04%0.05%Q1 2019Q1 20234
Shira Ridge Wealth Management 440.18%0.19%0.19%Q4 2022Q3 20234
Roger Wittlin Investment Advisory, LLC 445.66%5.91%6.55%Q4 2022Q3 20234
Meristem Family Wealth, LLC 440.02%0.02%0.03%Q2 2021Q1 20224
INSIGNEO ADVISORY SERVICES, LLC 440.16%0.28%0.39%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 446.75%9.10%11.38%Q4 2022Q3 20234
BARNES PETTEY FINANCIAL ADVISORS, LLC 440.21%0.22%0.22%Q4 2022Q3 20234
Wallace Capital Management Inc. 440.04%0.04%0.05%Q3 2021Q2 20224
Truadvice, LLC 440.10%0.28%0.44%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
WEALTH EFFECTS LLC 440.85%0.91%0.96%Q4 2022Q3 20234
LEAVELL INVESTMENT MANAGEMENT, INC. 440.13%0.13%0.13%Q4 2017Q3 20184
Diversified Trust Co 440.01%0.01%0.01%Q4 2022Q3 20234
Carl P. Sherr & Co., LLC 440.20%0.20%0.20%Q4 2022Q3 20234
Avestar Capital, LLC 440.66%0.74%0.79%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.05%0.05%0.05%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Summit Investment Advisory Services, LLC 441.80%2.11%2.87%Q4 2022Q3 20234
Auto-Owners Insurance Co 448.06%8.16%8.27%Q4 2022Q3 20234
Badgley Phelps Wealth Managers, LLC 440.03%0.07%0.09%Q4 2022Q3 20234
ADE, LLC 440.04%0.05%0.06%Q4 2020Q3 20214
Louis-Dreyfus Family Office LLC 4443.61%45.31%47.58%Q4 2021Q3 20224
RAND WEALTH, LLC 440.03%0.03%0.03%Q4 2017Q3 20184
Virtu KCG Holdings LLC 110.01%0.02%0.03%Q3 2015Q1 20174
WESPAC Advisors SoCal, LLC 440.01%0.25%0.64%Q3 2018Q2 20194
Harvest Investment Services, LLC 440.19%0.24%0.36%Q1 2019Q4 20194
Sound Stewardship, LLC 440.56%0.57%0.58%Q4 2022Q3 20234
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 310.01%0.09%0.20%Q3 2016Q4 20214
Sovereign Financial Group, Inc. 440.09%0.11%0.12%Q4 2022Q3 20234
Aureus Asset Management, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Strengthening Families & Communities, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Financial Alternatives, Inc 440.39%0.40%0.42%Q4 2022Q3 20234
Destination Wealth Management 210.01%0.05%0.16%Q2 2015Q3 20234
Life Planning Partners, Inc 4413.14%14.20%14.96%Q4 2021Q3 20224
WEALTHFRONT Corp 310.00%0.00%0.00%Q1 2015Q3 20174
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Warren Street Wealth Advisors, LLC 440.15%0.16%0.17%Q4 2022Q3 20234
Noven Financial Group, Inc. 440.08%0.17%0.21%Q3 2016Q2 20174
Corient Private Wealth LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Pathway Financial Advisors LLC 440.25%0.29%0.31%Q4 2022Q3 20234
Orgel Wealth Management, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
NEW ENGLAND SECURITIES CORP /MA/ 440.00%0.03%0.07%Q1 2014Q4 20144
FourThought Financial Partners, LLC 440.16%0.17%0.17%Q4 2022Q3 20234
Claraphi Advisory Network, LLC 210.01%2.21%7.51%Q3 2019Q3 20224
First PREMIER Bank 310.01%0.02%0.02%Q1 2020Q3 20234
ARS Investment Partners, LLC 310.06%0.09%0.12%Q2 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.55%0.56%0.57%Q4 2022Q3 20234
RFP Financial Group LLC 440.95%1.36%2.53%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.48%0.52%0.55%Q4 2020Q3 20214
FSA Wealth Management LLC 310.06%0.07%0.08%Q4 2019Q4 20204
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q4 2021Q2 20234
Covington Capital Management 310.00%0.00%0.01%Q3 2021Q3 20224
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
GERMAN AMERICAN BANCORP, INC. 440.08%0.08%0.08%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 443.66%3.96%4.37%Q4 2022Q3 20234
Quantinno Capital Management LP 440.06%0.08%0.09%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.03%0.06%0.09%Q3 2021Q2 20234
Vertex Planning Partners, LLC 440.34%0.36%0.38%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 441.21%1.44%1.71%Q4 2022Q3 20234
Timber Hill LLC 210.00%0.00%0.01%Q2 2013Q2 20154
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Castleview Partners, LLC 310.00%0.01%0.03%Q2 2021Q2 20224
First Capital Advisors Group, LLC. 440.00%1.29%2.73%Q3 2022Q2 20234
Worth Financial Advisory Group, LLC 440.22%0.41%0.74%Q4 2022Q3 20234
KM Capital Management Ltd. 4410.20%11.70%13.69%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Shorepoint Capital Partners LLC 440.06%0.06%0.07%Q4 2022Q3 20234
S.A. Mason LLC 330.03%0.03%0.04%Q1 2022Q3 20223
JMAC ENTERPRISES LLC 331.16%1.23%1.28%Q1 2023Q3 20233
Flaharty Asset Management, LLC 210.03%0.04%0.05%Q3 2021Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Kovitz Investment Group Partners, LLC 330.36%0.42%0.47%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.43%0.44%0.45%Q1 2023Q3 20233
Hightower 6M Holding, LLC 331.90%2.00%2.16%Q1 2022Q3 20223
TAIYO LIFE INSURANCE CO 332.45%3.07%4.20%Q1 2023Q3 20233
Allegis Investment Advisors, LLC 210.00%0.85%1.38%Q4 2015Q3 20163
Empower Advisory Group, LLC 330.06%0.41%1.10%Q1 2023Q3 20233
Ergoteles LLC 210.07%0.61%1.59%Q2 2021Q2 20223
Hefty Wealth Partners 336.16%6.20%6.28%Q3 2017Q1 20183
Live Your Vision, LLC 210.01%0.01%0.01%Q3 2015Q4 20163
OneAscent Financial Services LLC 110.06%0.09%0.12%Q2 2022Q3 20233
LEE DANNER & BASS INC 210.02%0.03%0.05%Q1 2020Q2 20213
Mill Capital Management, LLC 210.01%0.01%0.01%Q1 2022Q4 20223
Family Firm, Inc. 210.11%0.11%0.12%Q4 2014Q3 20153
MARIPAU WEALTH MANAGEMENT LLC 330.22%0.23%0.24%Q3 2022Q1 20233
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2018Q4 20183
Pinnacle Wealth Management Advisory Group, LLC 330.15%0.16%0.17%Q2 2019Q4 20193
SWEENEY & MICHEL, LLC 338.10%8.19%8.33%Q1 2023Q3 20233
IRONWOOD WEALTH MANAGEMENT, INC. 330.05%0.05%0.05%Q4 2020Q2 20213
Geneva Advisors, LLC 330.09%0.10%0.10%Q4 2016Q2 20173
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.01%Q1 2023Q3 20233
Elevated Capital Advisors, LLC 210.85%0.88%0.92%Q4 2019Q3 20203
MV CAPITAL MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Coastal Bridge Advisors, LLC 210.05%0.05%0.05%Q1 2022Q3 20233
Sheaff Brock Investment Advisors, LLC 330.02%0.02%0.03%Q1 2022Q3 20223
SeaCrest Wealth Management, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Verdence Capital Advisors LLC 210.05%0.09%0.15%Q1 2019Q3 20233
Planning Solutions Group LLC 331.33%1.34%1.36%Q4 2018Q2 20193
North Ridge Wealth Advisors, Inc. 330.63%0.67%0.72%Q1 2023Q3 20233
Heartwood Wealth Advisors LLC 330.04%0.04%0.04%Q1 2023Q3 20233
BEACON INVESTMENT ADVISORY SERVICES, INC. 210.02%0.03%0.03%Q3 2017Q4 20183
Steward Financial Group LLC 210.08%0.11%0.16%Q3 2022Q3 20233
ORG Partners LLC 330.09%1.01%1.65%Q1 2023Q3 20233
Wealthsimple US, Ltd. 330.76%1.04%1.34%Q4 2019Q2 20203
Solidarity Wealth, LLC 330.30%0.37%0.47%Q1 2022Q3 20223
DFPG INVESTMENTS, LLC 330.03%0.08%0.12%Q1 2023Q3 20233
J.P. Turner & Co Capital Mnagement, LLC 331.62%2.62%3.26%Q4 2014Q2 20153
LWS Wealth Advisors, Inc. 210.10%0.13%0.18%Q4 2019Q4 20203
CGN Advisors LLC 330.03%0.04%0.04%Q2 2023Q4 20233
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
CLARIS ADVISORS, LLC / MO / 330.26%0.34%0.48%Q1 2023Q3 20233
TECTONIC ADVISORS LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Edge Advisors, LLC 330.01%0.08%0.11%Q4 2017Q2 20183
VESTOR CAPITAL, LLC 110.00%0.01%0.01%Q2 2019Q2 20233
SAGE PRIVATE WEALTH GROUP, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Principle Wealth Partners LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.02%Q1 2023Q3 20233
AlphaCore Capital LLC 330.01%0.02%0.02%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.10%0.19%0.36%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.03%Q3 2022Q3 20233
Clarius Group, LLC 210.16%0.17%0.20%Q4 2018Q4 20193
Secrest Blakey & Associates, LLC 330.06%0.06%0.06%Q1 2019Q3 20193
Headlands Technologies LLC 210.03%0.12%0.28%Q4 2022Q3 20233
Beirne Wealth Consulting Services, LLC 330.17%0.19%0.20%Q1 2019Q3 20193
BlackRock Institutional Trust Company, N.A. 330.00%0.00%0.00%Q2 2016Q4 20163
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 330.20%0.20%0.21%Q1 2023Q3 20233
Greenspring Advisors, LLC 210.04%0.05%0.06%Q4 2021Q1 20233
Hubbell Strickland Wealth Management, LLC 330.12%0.12%0.12%Q2 2021Q4 20213
Round Table Services, LLC 330.06%0.06%0.06%Q1 2022Q3 20223
Vericrest Private Wealth 333.05%3.10%3.15%Q4 2021Q2 20223
SevenBridge Financial Group, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Glass Jacobson Investment Advisors llc 210.96%1.05%1.11%Q4 2022Q3 20233
West Financial Advisors, LLC 330.04%0.04%0.04%Q2 2022Q4 20223
INVESTMENT CENTERS OF AMERICA INC 330.02%0.03%0.03%Q1 2017Q3 20173
Centennial Wealth Advisory LLC 211.04%4.27%7.69%Q4 2021Q3 20223
FutureAdvisor, Inc. 330.05%0.06%0.07%Q1 2015Q3 20153
Advisor Resource Council 110.03%0.07%0.11%Q2 2021Q2 20223
HT Partners LLC 330.08%0.09%0.11%Q1 2023Q3 20233
PFG Investments, LLC 330.15%0.17%0.18%Q1 2023Q3 20233
RHS Financial, LLC 210.16%0.17%0.18%Q4 2022Q3 20233
Black Swift Group, LLC 210.00%0.04%0.09%Q3 2018Q2 20203
RVW Wealth, LLC 330.06%0.06%0.06%Q1 2019Q3 20193
CABANA LLC 330.19%0.38%0.48%Q2 2018Q4 20183
WELCH & FORBES LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 330.48%0.52%0.57%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
Covenant Multifamily Offices, LLC 330.05%0.05%0.06%Q1 2021Q3 20213
BEAM WEALTH ADVISORS, INC. 330.23%0.27%0.30%Q2 2020Q4 20203
Solano Wealth Management, Inc. 339.26%9.86%10.28%Q1 2023Q3 20233
Truvestments Capital LLC 330.01%0.01%0.01%Q1 2020Q3 20203
KLS Professional Advisors Group, LLC 337.92%12.33%20.68%Q4 2018Q2 20193
INTEGRATED WEALTH COUNSEL, LLC 330.06%0.06%0.07%Q2 2015Q4 20153
BIP Wealth, LLC 330.12%0.12%0.12%Q1 2023Q3 20233
Geier Asset Management, Inc. 330.28%0.29%0.30%Q4 2020Q2 20213
Adero Partners, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Delta Investment Management, LLC 330.89%1.50%1.95%Q3 2021Q1 20223
D'Orazio & Associates, Inc. 330.02%0.02%0.03%Q3 2019Q1 20203
Argent Wealth Management LLC 330.05%0.13%0.18%Q4 2019Q2 20203
Independence Trust CO 331.76%1.85%1.99%Q2 2017Q4 20173
Pinnacle Private Wealth, LLC 330.34%0.35%0.36%Q4 2021Q2 20223
Red Door Wealth Management, LLC 210.01%0.02%0.02%Q1 2020Q2 20213
Ruggaard & Associates LLC 330.25%0.25%0.25%Q1 2023Q3 20233
AJ WEALTH STRATEGIES, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
KAYS FINANCIAL ADVISORY CORP /ADV 330.09%0.16%0.28%Q1 2020Q3 20203
Stegent Equity Advisors, Inc. 220.28%0.29%0.30%Q2 2022Q3 20222
Midwest Professional Planners, LTD. 220.01%0.01%0.01%Q4 2017Q1 20182
Gallagher Fiduciary Advisors, LLC 220.02%0.04%0.06%Q1 2023Q2 20232
BCGM Wealth Management, LLC 110.36%6.38%12.39%Q4 2020Q3 20232
PRELUDE CAPITAL MANAGEMENT, LLC 220.03%0.09%0.15%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.02%0.02%0.02%Q2 2023Q3 20232
Bragg Financial Advisors, Inc 110.01%0.02%0.03%Q2 2021Q1 20222
Lansing Street Advisors 220.01%0.01%0.02%Q3 2022Q4 20222
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
DAGCO, INC. 220.08%0.09%0.10%Q4 2021Q1 20222
Red Tortoise LLC 110.46%0.47%0.48%Q3 2021Q4 20222
FNY Investment Advisers, LLC 110.00%0.02%0.04%Q2 2018Q3 20232
Capital One Investing, Inc. 220.06%0.06%0.06%Q2 2019Q3 20192
Virtue Capital Management, LLC 220.05%0.23%0.41%Q2 2022Q3 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.04%0.04%0.05%Q2 2022Q3 20222
Hilltop Holdings Inc. 220.19%0.19%0.20%Q2 2018Q3 20182
Cornerstone Advisors, Inc. 220.03%0.03%0.03%Q2 2018Q3 20182
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.02%0.03%Q1 2021Q2 20212
TRANSATLANTIQUE PRIVATE WEALTH LLC 220.11%0.11%0.11%Q2 2023Q3 20232
DAVIS R M INC 220.01%0.01%0.01%Q2 2023Q3 20232
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Moloney Securities Asset Management, LLC 220.04%0.05%0.05%Q4 2022Q1 20232
tru Independence LLC 110.01%0.01%0.01%Q4 2019Q2 20212
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
LifePro Asset Management 110.06%0.07%0.09%Q4 2020Q2 20212
Journey Advisory Group, LLC 220.05%0.05%0.06%Q1 2022Q2 20222
Buttonwood Financial Advisors Inc. 221.16%1.31%1.47%Q2 2023Q3 20232
Gunma Bank,Ltd. 222.32%2.65%2.99%Q4 2022Q1 20232
Great Lakes Retirement, Inc. 220.21%0.46%0.70%Q4 2019Q1 20202
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.02%0.02%Q4 2021Q4 20222
GREATMARK INVESTMENT PARTNERS, INC. 220.05%0.05%0.05%Q2 2023Q3 20232
Cerro Pacific Wealth Advisors LLC 110.13%0.14%0.14%Q4 2020Q4 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
BECK CAPITAL MANAGEMENT, LLC 221.34%1.53%1.72%Q1 2016Q2 20162
U.S. Capital Wealth Advisors, LLC 110.00%0.06%0.12%Q4 2021Q4 20222
Broad Run Investment Management 110.03%0.07%0.12%Q2 2022Q4 20222
Sendero Wealth Management, LLC 224.72%4.85%4.97%Q2 2023Q3 20232
Diametric Capital, LP 220.61%1.98%3.35%Q2 2023Q3 20232
GTS SECURITIES LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Advisors Preferred, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Fi3 FINANCIAL ADVISORS, LLC 220.14%0.14%0.14%Q4 2022Q1 20232
SkyView Investment Advisors, LLC 220.99%1.07%1.15%Q1 2023Q2 20232
Cornerstone Planning Group LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Cosner Financial Group, LLC 2210.71%11.41%12.10%Q2 2023Q3 20232
Clear Perspective Advisors, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Trinity Financial Advisors LLC 220.32%0.40%0.48%Q4 2021Q1 20222
Asio Capital, LLC 220.00%0.01%0.02%Q4 2021Q1 20222
Gerber Kawasaki Wealth & Investment Management 110.00%0.01%0.03%Q3 2021Q2 20222
IRON Financial LLC 110.14%0.17%0.20%Q4 2020Q3 20232
Fortitude Advisory Group L.L.C. 220.04%0.07%0.09%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.01%0.07%0.14%Q4 2022Q1 20232
PFW Advisors LLC 220.09%0.09%0.09%Q2 2023Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.09%0.10%0.10%Q4 2019Q1 20202
ABSOLUTE CAPITAL MANAGEMENT, LLC 220.05%0.25%0.44%Q2 2022Q3 20222
Legacy Wealth Management, Inc 220.04%0.05%0.06%Q3 2016Q4 20162
Curi Wealth Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
RETIREMENT CAPITAL STRATEGIES 111.46%6.62%11.80%Q4 2021Q3 20232
PACIFIC FINANCIAL GROUP INC 221.80%2.53%3.26%Q3 2019Q4 20192
Colonial River Wealth Management, LLC 221.00%1.02%1.03%Q2 2022Q3 20222
McAdam, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Ayrshire Capital Management LLC 220.10%0.11%0.12%Q4 2021Q1 20222
Smith, Salley & Associates 110.02%0.03%0.04%Q1 2022Q4 20222
RWA WEALTH PARTNERS, LLC 220.00%0.01%0.01%Q1 2018Q2 20182
Lindbrook Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.13%0.13%0.13%Q3 2022Q4 20222
WealthStone, Inc. 220.18%0.19%0.21%Q2 2019Q3 20192
FAGAN ASSOCIATES, INC. 220.08%0.08%0.08%Q2 2019Q3 20192
Bristlecone Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
HRT FINANCIAL LP 110.01%0.01%0.02%Q1 2020Q3 20232
Certus Wealth Management, LLC 227.87%8.29%8.71%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.04%0.04%0.04%Q4 2020Q1 20212
CAPITAL ONE FINANCIAL CORP 220.04%0.07%0.09%Q1 2020Q2 20202
Full Sail Capital, LLC 220.05%0.06%0.06%Q1 2020Q2 20202
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.03%0.03%0.04%Q2 2019Q1 20232
Oak Point Wealth Management 224.55%4.98%5.41%Q4 2017Q1 20182
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.00%0.00%0.00%Q3 2021Q4 20212
Seven Springs Wealth Group, LLC 110.17%0.68%1.18%Q4 2019Q3 20222
PAX Financial Group, LLC 220.49%1.18%1.87%Q4 2019Q1 20202
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 220.00%0.00%0.00%Q4 2019Q1 20202
Oxinas Partners Wealth Management LLC 220.13%0.13%0.14%Q4 2021Q1 20222
Inscription Capital, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Annex Advisory Services, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Knuff & Co LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Richwood Investment Advisors, LLC 220.20%0.21%0.21%Q4 2021Q1 20222
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
CWA Asset Management Group, LLC 110.04%0.05%0.05%Q1 2019Q3 20222
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q4 2014Q1 20152
Beaumont Financial Partners, LLC 220.07%0.08%0.08%Q3 2019Q4 20192
Nemes Rush Group LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Cynosure Group, LLC 224.26%4.37%4.48%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.47%0.48%0.48%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q4 20222
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
Torch Wealth Management LLC 220.04%0.04%0.04%Q1 2014Q2 20142
Zions Bancorporation, N.A. 110.00%0.01%0.02%Q1 2020Q2 20222
Faithward Advisors, LLC 220.00%0.04%0.08%Q1 2023Q2 20232
USCA RIA LLC 220.21%0.22%0.22%Q3 2019Q4 20192
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Spotlight Asset Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
BRADLEY FOSTER & SARGENT INC/CT 220.02%0.02%0.02%Q3 2022Q4 20222
Kowal Investment Group, LLC 220.06%0.08%0.09%Q3 2022Q4 20222
Paloma Partners Management Co 220.03%0.06%0.09%Q2 2020Q3 20202
University of Southern California 226.98%12.19%17.41%Q1 2013Q2 20132
HL FINANCIAL SERVICES LLC 220.00%0.01%0.01%Q4 2018Q1 20192
Clarity Financial LLC 220.25%0.32%0.38%Q2 2021Q3 20212
Altus Wealth Group LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Geller Advisors LLC 220.16%0.17%0.18%Q2 2023Q3 20232
MURPHY CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q4 2021Q1 20222
Long Run Wealth Advisors, LLC 110.07%0.07%0.08%Q4 2021Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.09%0.09%0.09%Q4 2014Q1 20152
Aurora Investment Managers, LLC. 220.23%0.40%0.58%Q4 2019Q1 20202
SAGE FINANCIAL GROUP INC 220.09%0.14%0.18%Q2 2023Q3 20232
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Rise Advisors, LLC 220.12%0.13%0.14%Q4 2021Q1 20222
GODSEY & GIBB, INC 220.00%0.00%0.00%Q1 2023Q2 20232
TRUST CO OF TOLEDO NA /OH/ 220.04%0.04%0.04%Q3 2023Q4 20232
HM PAYSON & CO 220.01%0.01%0.01%Q3 2017Q4 20172
NORTHEAST INVESTMENT MANAGEMENT 220.02%0.03%0.03%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.50%0.50%0.51%Q4 2022Q3 20232
MayTech Global Investments, LLC 222.09%2.13%2.18%Q3 2019Q4 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
AQR Capital Management 110.00%0.00%0.00%Q4 2022Q4 20221
Elevation Capital Advisory, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
Select Equity Group, L.P. 110.01%0.01%0.01%Q4 2018Q4 20181
RNC CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Boulder Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q2 2022Q2 20221
Pinnacle Wealth Management, LLC 110.63%0.63%0.63%Q4 2021Q4 20211
Bell Bank 110.02%0.02%0.02%Q2 2023Q2 20231
Mystic Asset Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Capasso Planning Partners LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Foster Victor Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TAP Consulting, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
HighTower Trust Company, N.A. 110.04%0.04%0.04%Q4 2021Q4 20211
First Washington CORP 110.03%0.03%0.03%Q3 2018Q3 20181
3Chopt Investment Partners, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Adams Chetwood Wealth Management LLC 110.38%0.38%0.38%Q1 2022Q1 20221
Virtu Financial LLC 110.03%0.03%0.03%Q1 2019Q1 20191
BINGHAM OSBORN & SCARBOROUGH LLC 110.40%0.40%0.40%Q1 2014Q1 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
SYNTAX RESEARCH, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Summit Wealth Group, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Nalls Sherbakoff Group, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Northeast Financial Consultants Inc 110.18%0.18%0.18%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
BOK Financial Private Wealth, Inc. 110.03%0.03%0.03%Q2 2022Q2 20221
Rex Capital Advisors, LLC 112.86%2.86%2.86%Q4 2022Q4 20221
Azimuth Capital Management LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Salvus Wealth Management, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Lebenthal Asset Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Transamerica Financial Advisors, Inc. 110.03%0.03%0.03%Q2 2019Q2 20191
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
HEADINVEST, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Ascent Group, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Live Oak Investment Partners 110.00%0.00%0.00%Q4 2022Q4 20221
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Claybrook Capital, LLC 110.70%0.70%0.70%Q4 2018Q4 20181
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Covestor Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Beaumont Asset Management, L.L.C. 110.26%0.26%0.26%Q4 2019Q4 20191
DEFINED WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Sanctuary Wealth Management, L.L.C. 115.78%5.78%5.78%Q2 2021Q2 20211
FIDUCIARY MANAGEMENT INC /WI/ 110.00%0.00%0.00%Q2 2021Q2 20211
Core Alternative Capital 110.01%0.01%0.01%Q4 2022Q4 20221
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Roundview Capital LLC 110.02%0.02%0.02%Q3 2023Q3 20231
IAM Advisory, LLC 118.64%8.64%8.64%Q2 2021Q2 20211
CSat Investment Advisory, L.P. 116.26%6.26%6.26%Q1 2020Q1 20201
SPC Financial, Inc. 111.98%1.98%1.98%Q4 2022Q4 20221
Steinberg Global Asset Management 112.50%2.50%2.50%Q3 2018Q3 20181
Eagle Bay Advisors LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Apriem Advisors 110.01%0.01%0.01%Q4 2016Q4 20161
Long Wharf Investors, Inc. 110.29%0.29%0.29%Q2 2014Q2 20141
Authentikos Wealth Advisory, LLC 110.49%0.49%0.49%Q1 2023Q1 20231
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Pantheon Investment Group, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BECK MACK & OLIVER LLC 110.01%0.01%0.01%Q3 2015Q3 20151
GSG Advisors LLC 110.60%0.60%0.60%Q3 2023Q3 20231
BMS Financial Advisors, LLC 112.04%2.04%2.04%Q3 2022Q3 20221
Custos Family Office, LLC 113.83%3.83%3.83%Q4 2022Q4 20221
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Certified Advisory Corp 110.00%0.00%0.00%Q1 2021Q1 20211
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q3 2017Q3 20171
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Affiance Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CAZENOVE CAPITAL MANAGEMENT LTD 110.23%0.23%0.23%Q2 2013Q2 20131
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q1 2019Q1 20191
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
FIDUCIARY TRUST CO 110.01%0.01%0.01%Q2 2022Q2 20221
Nuveen Asset Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
FIRST INTERSTATE BANK 110.03%0.03%0.03%Q4 2019Q4 20191
Goldstein Munger & Associates 110.10%0.10%0.10%Q1 2020Q1 20201
Carnick & Kubik, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
CAPITAL ONE, NATIONAL ASSOCIATION 110.11%0.11%0.11%Q4 2019Q4 20191
COMERICA SECURITIES INC 110.07%0.07%0.07%Q3 2018Q3 20181
Northern Right Capital Management, L.P. 110.22%0.22%0.22%Q2 2014Q2 20141
CFO4Life, L.P. 110.08%0.08%0.08%Q4 2022Q4 20221
Focused Wealth Management, Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Legend Financial Advisors, Inc. 110.04%0.04%0.04%Q3 2022Q3 20221
First American Bank 110.02%0.02%0.02%Q3 2018Q3 20181
Aprio Wealth Management, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
REUTER JAMES WEALTH MANAGEMENT, LLC 110.48%0.48%0.48%Q4 2021Q4 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
JT Stratford LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Consulate Inc. 110.70%0.70%0.70%Q2 2021Q2 20211
Monterey Private Wealth, Inc. 110.34%0.34%0.34%Q1 2022Q1 20221
Paragon Advisors, LLC 112.28%2.28%2.28%Q2 2022Q2 20221
Johanson Financial Advisors, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
FLYNN ZITO CAPITAL MANAGEMENT, LLC 114.77%4.77%4.77%Q2 2022Q2 20221
NEXT Financial Holdings 110.17%0.17%0.17%Q1 2019Q1 20191
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
REFRAME WEALTH, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2017Q4 20171
UBS ASSET MANAGEMENT AMERICAS INC 110.18%0.18%0.18%Q3 2022Q3 20221
INTEGRAL DERIVATIVES, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ALPS ADVISORS INC 110.00%0.00%0.00%Q4 2019Q4 20191
WIN ADVISORS, INC 110.01%0.01%0.01%Q1 2022Q1 20221
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
COMMERCE BANK 110.00%0.00%0.00%Q4 2019Q4 20191
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q1 2021Q1 20211
BluePath Capital Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Manchester Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CPWM, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Shilanski & Associates, Inc. 111.58%1.58%1.58%Q3 2022Q3 20221
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Signator Financial Services, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Westwind Capital 110.02%0.02%0.02%Q4 2021Q4 20211
Caerus Investment Advisors, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Bridge Advisory, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Cascadia Advisory Services, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Alliance Wealth Advisors, LLC 110.64%0.64%0.64%Q4 2020Q4 20201
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Nauset Wealth Management. LLC 110.01%0.01%0.01%Q1 2022Q1 20221
LOCKERMAN FINANCIAL GROUP, INC. 111.67%1.67%1.67%Q2 2022Q2 20221
CONTINUUM WEALTH ADVISORS, LLC 110.64%0.64%0.64%Q4 2022Q4 20221
CAPITAL PERFORMANCE ADVISORS LLP 110.12%0.12%0.12%Q1 2022Q1 20221
Clear Harbor Asset Management, LLC 110.46%0.46%0.46%Q4 2018Q4 20181
Blue Edge Capital, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
LJI Wealth Management, LLC 1120.30%20.30%20.30%Q4 2022Q4 20221
Leicht Financial Planning & Wealth Management, Inc. 110.26%0.26%0.26%Q4 2019Q4 20191
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Three Bridge Wealth Advisors, LLC 110.13%0.13%0.13%Q3 2022Q3 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Crestmont Private Wealth LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FundX Investment Group, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Edgewood Management 110.01%0.01%0.01%Q4 2018Q4 20181
TD ASSET MANAGEMENT INC 110.09%0.09%0.09%Q3 2017Q3 20171
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Forward Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Bayesian Capital Management, LP 110.05%0.05%0.05%Q4 2022Q4 20221
Financial Designs Corp 110.31%0.31%0.31%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Rice Partnership, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Laffer Tengler Investments, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Gainplan LLC 110.01%0.01%0.01%Q3 2019Q3 20191
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Cypress Capital, LLC 110.74%0.74%0.74%Q4 2018Q4 20181
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Waterloo Capital, L.P. 110.17%0.17%0.17%Q1 2020Q1 20201
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FIDELITY D & D BANCORP INC 110.23%0.23%0.23%Q3 2023Q3 20231
BOSTON RESEARCH & MANAGEMENT INC 110.08%0.08%0.08%Q4 2021Q4 20211
Lion Street Advisors, LLC 110.30%0.30%0.30%Q1 2020Q1 20201
Corient Capital Partners, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Addison Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Filament LLC 110.19%0.19%0.19%Q1 2016Q1 20161
Crewe Advisors LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Rinkey Investments 110.03%0.03%0.03%Q4 2021Q4 20211
Omega Financial Group, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
PALLADIEM, LLC 110.27%0.27%0.27%Q4 2020Q4 20201
McDonough Capital Management, Inc 110.29%0.29%0.29%Q3 2023Q3 20231
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Financial Advantage, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
JNBA Financial Advisors 110.02%0.02%0.02%Q3 2018Q3 20181
BlackRock Fund Advisors 110.08%0.08%0.08%Q4 2016Q4 20161
Econ Financial Services Corp 110.76%0.76%0.76%Q1 2023Q1 20231
Tiedemann Wealth Management Holdings, LLC 111.91%1.91%1.91%Q1 2017Q1 20171
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2018Q1 20181
KEB ASSET MANAGEMENT, LLC 110.31%0.31%0.31%Q1 2022Q1 20221
Sigma Investment Management Co 113.02%3.02%3.02%Q4 2018Q4 20181
Lavaca Capital LLC 110.14%0.14%0.14%Q3 2022Q3 20221
TRANSCEND CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
HOWARD FINANCIAL SERVICES, LTD. 110.07%0.07%0.07%Q1 2022Q1 20221
KNIGHT CAPITAL GROUP LLC 110.75%0.75%0.75%Q2 2013Q2 20131
DOPKINS WEALTH MANAGEMENT, LLC 110.71%0.71%0.71%Q3 2023Q3 20231
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
ROTHSCHILD INVESTMENT LLC /IL 110.03%0.03%0.03%Q3 2023Q3 20231
BOYS ARNOLD & CO INC 110.04%0.04%0.04%Q1 2020Q1 20201
Smith & Howard Wealth Management, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
FRG Family Wealth Advisors LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Capital Square, LLC 110.55%0.55%0.55%Q4 2019Q4 20191
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
WT Wealth Management 110.14%0.14%0.14%Q3 2022Q3 20221
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Praetorian Wealth Management, Inc. 111.56%1.56%1.56%Q3 2022Q3 20221
AWM CAPITAL, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Gallagher Benefit Services, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Strategic Equity Management 112.52%2.52%2.52%Q3 2023Q3 20231
Cypress Point Wealth Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
FIRST MERCHANTS CORP 110.02%0.02%0.02%Q1 2022Q1 20221
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Trail Ridge Investment Advisors, LLC 110.37%0.37%0.37%Q2 2022Q2 20221
LWM Advisory Services, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Aevitas Wealth Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Fund Evaluation Group, LLC 110.60%0.60%0.60%Q4 2021Q4 20211
Intrua Financial, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Bell Rock Capital LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Engrave Wealth Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Brown Advisory Securities, LLC 110.37%0.37%0.37%Q2 2022Q2 20221
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Leucadia National 110.02%0.02%0.02%Q3 2023Q3 20231
FLC Capital Advisors 110.12%0.12%0.12%Q1 2020Q1 20201
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Fulcrum Equity Management 110.12%0.12%0.12%Q2 2021Q2 20211
Genesee Capital Advisors, LLC 118.64%8.64%8.64%Q2 2021Q2 20211
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q1 2022Q1 20221
United Asset Strategies, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Retirement Solution Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
INTRUST BANK NA 110.05%0.05%0.05%Q4 2021Q4 20211
Heritage Investment Group, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
LWMG, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Center For Asset Management LLC 110.38%0.38%0.38%Q4 2021Q4 20211
Quantbot Technologies LP 110.03%0.03%0.03%Q4 2020Q4 20201
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Mason & Associates Inc 110.77%0.77%0.77%Q1 2022Q1 20221
ALTFEST L J & CO INC 110.04%0.04%0.04%Q3 2023Q3 20231
VSR Financial Services, Inc. 110.05%0.05%0.05%Q4 2015Q4 20151
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Vident Advisory, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
ALLSTATE INVESTMENT MANAGEMENT CO 112.29%2.29%2.29%Q4 2022Q4 20221
Cornerstone Retirement Group, Inc. 112.04%2.04%2.04%Q3 2023Q3 20231
CXI Advisors 1147.63%47.63%47.63%Q4 2019Q4 20191
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FORTEM FINANCIAL GROUP, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
CANANDAIGUA NATIONAL CORP 110.63%0.63%0.63%Q3 2020Q3 20201
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Squarepoint Ops LLC 110.05%0.05%0.05%Q1 2022Q1 20221
AFFINITY WEALTH MANAGEMENT LLC 110.14%0.14%0.14%Q1 2020Q1 20201
PRW Wealth Management LLC 110.41%0.41%0.41%Q2 2021Q2 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ADIRONDACK TRUST CO 110.06%0.06%0.06%Q3 2023Q3 20231
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q3 2018Q3 20181
B.O.S.S. Retirement Advisors, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
First Bank & Trust 110.02%0.02%0.02%Q4 2019Q4 20191
Providence Capital Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
External links

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