ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 45450.00%0.01%0.17%Q2 2013Q2 2024127
Citadel Advisors 3290.00%0.00%0.07%Q1 2014Q2 202494
BARCLAYS PLC 45450.00%0.01%0.10%Q2 2013Q2 202478
WOLVERINE TRADING, LLC 710.00%0.01%0.07%Q2 2016Q2 202477
HUNTINGTON NATIONAL BANK 62620.03%0.52%1.26%Q1 2009Q2 202467
UBS Group AG 39390.00%0.09%0.36%Q4 2014Q2 202462
Rehmann Capital Advisory Group 42180.00%1.57%8.36%Q1 2009Q2 202460
Cutler Group LLC / CA 34340.00%0.00%0.06%Q4 2015Q1 202459
THRIVENT FINANCIAL FOR LUTHERANS 3810.00%0.04%0.16%Q2 2013Q2 202457
HSBC HOLDINGS PLC 50500.00%0.03%0.23%Q1 2012Q2 202452
GOLDMAN SACHS GROUP INC 4540.00%0.03%0.10%Q1 2012Q2 202452
BANK OF AMERICA CORP /DE/ 45450.00%0.23%0.47%Q2 2013Q2 202452
Zhang Financial LLC 50500.18%6.43%11.80%Q1 2012Q2 202450
Steigerwald, Gordon & Koch Inc. 49490.04%1.56%4.82%Q4 2011Q4 202349
CITIGROUP INC 45450.00%0.04%0.32%Q2 2013Q2 202449
ROYAL BANK OF CANADA 45450.00%0.03%0.05%Q2 2013Q2 202448
WELLS FARGO & COMPANY/MN 45450.00%0.11%0.18%Q2 2013Q2 202448
MUFG Americas Holdings Corp 48480.00%0.21%0.39%Q4 2010Q3 202248
NWAM LLC 34130.04%0.34%0.74%Q2 2012Q1 202447
BlackRock Finance, Inc. 45450.00%0.06%0.10%Q2 2013Q2 202447
Capital Analysts, LLC 47470.00%0.86%5.92%Q4 2012Q2 202447
KEYBANK NATIONAL ASSOCIATION/OH 47470.27%0.47%1.00%Q4 2012Q2 202447
SECURIAN ASSET MANAGEMENT, INC 46460.04%0.09%0.84%Q1 2011Q2 202246
BAR HARBOR WEALTH MANAGEMENT 46460.04%0.30%0.92%Q1 2013Q2 202446
Freedom Investment Management, Inc. 46460.09%0.58%2.34%Q1 2013Q2 202446
COMMERCE BANK 46460.03%0.17%0.45%Q1 2013Q2 202446
BNP PARIBAS FINANCIAL MARKETS 45450.00%0.02%0.09%Q2 2013Q2 202446
CREDIT SUISSE AG/ 2610.00%0.02%0.29%Q1 2013Q1 202446
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 45450.01%0.14%0.58%Q2 2013Q2 202445
US BANCORP \DE\ 45450.01%0.21%0.60%Q2 2013Q2 202445
FRANKLIN RESOURCES INC 45450.00%0.02%0.20%Q2 2013Q2 202445
PHILLIPS FINANCIAL MANAGEMENT, LLC 45450.70%1.28%1.76%Q2 2013Q2 202445
CULLEN/FROST BANKERS, INC. 45450.02%0.12%0.40%Q2 2013Q2 202445
CENTRAL TRUST Co 45450.00%0.21%0.70%Q2 2013Q2 202445
Baldwin Investment Management, LLC 45450.08%0.24%0.44%Q2 2013Q2 202445
Ancora Advisors LLC 45450.01%0.03%0.05%Q2 2013Q2 202445
North Star Investment Management Corp. 45450.02%0.19%0.75%Q2 2013Q2 202445
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 45451.96%2.95%3.96%Q2 2013Q2 202445
Creative Planning 45450.01%0.03%0.06%Q2 2013Q2 202445
Gradient Investments LLC 45450.00%0.31%1.71%Q2 2013Q2 202445
Madden Advisory Services, Inc. 45450.51%3.36%14.16%Q2 2013Q2 202445
INTERACTIVE FINANCIAL ADVISORS, INC. 45450.35%0.91%3.78%Q2 2013Q2 202445
Bragg Financial Advisors, Inc 45450.11%0.42%1.12%Q2 2013Q2 202445
BUCKINGHAM STRATEGIC WEALTH, LLC 45450.05%0.39%2.40%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.06%0.27%0.61%Q2 2013Q2 202445
MACROVIEW INVESTMENT MANAGEMENT LLC 45450.00%1.49%20.91%Q2 2013Q2 202445
SignalPoint Asset Management, LLC 45450.48%1.33%2.93%Q2 2013Q2 202445
BENJAMIN F. EDWARDS & COMPANY, INC. 45450.01%0.10%0.39%Q2 2013Q2 202445
STOCK YARDS BANK & TRUST CO 45450.03%0.16%0.28%Q2 2013Q2 202445
PINNACLE ASSOCIATES LTD 45450.02%0.04%0.07%Q2 2013Q2 202445
SYNOVUS FINANCIAL CORP 45450.00%0.01%0.02%Q2 2013Q2 202445
King Wealth Management Group 45450.07%0.30%0.81%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.02%0.05%Q2 2013Q2 202445
GUGGENHEIM CAPITAL LLC 45450.00%0.06%0.22%Q2 2013Q2 202445
REGIONS FINANCIAL CORP 45450.00%0.02%0.06%Q2 2013Q2 202445
ADIRONDACK TRUST CO 45451.68%5.08%9.96%Q2 2013Q2 202445
SUMMITRY LLC 45450.03%3.66%4.96%Q2 2013Q2 202445
FIRST HAWAIIAN BANK 45450.03%0.60%2.78%Q2 2013Q2 202445
ALESCO ADVISORS LLC 45450.06%0.62%1.38%Q2 2013Q2 202445
WHITTIER TRUST CO OF NEVADA INC 45450.01%0.06%0.17%Q2 2013Q2 202445
FARMERS & MERCHANTS INVESTMENTS INC 45450.00%0.02%0.09%Q2 2013Q2 202445
LAZARD ASSET MANAGEMENT LLC 45450.00%0.00%0.00%Q2 2013Q2 202445
COURIER CAPITAL LLC 45450.11%0.24%0.80%Q2 2013Q2 202445
JAMES INVESTMENT RESEARCH, INC. 45450.58%1.18%2.36%Q2 2013Q2 202445
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 45450.23%0.58%0.91%Q2 2013Q2 202445
NATIXIS ADVISORS, LLC 45450.02%0.13%0.32%Q2 2013Q2 202445
FOSTER & MOTLEY INC 45450.06%0.43%1.37%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.01%0.06%0.16%Q2 2013Q2 202445
TRUIST FINANCIAL CORP 44440.00%0.17%0.64%Q2 2013Q1 202445
OPPENHEIMER & CO INC 45450.02%0.12%0.28%Q2 2013Q2 202445
WEDBUSH SECURITIES INC 45450.04%0.14%0.38%Q2 2013Q2 202445
WHITTIER TRUST CO 45450.00%0.01%0.03%Q2 2013Q2 202445
PRUDENTIAL FINANCIAL INC 45450.00%0.05%0.11%Q2 2013Q2 202445
Fisher Asset Management, LLC 45450.00%0.00%0.00%Q2 2013Q2 202445
Invesco Ltd. 45450.00%0.00%0.00%Q2 2013Q2 202445
WASHINGTON TRUST Co 45450.13%0.51%1.17%Q2 2013Q2 202445
DUNCKER STREETT & CO INC 45450.16%0.33%0.54%Q2 2013Q2 202445
WEBSTER BANK, N. A. 45450.02%0.10%0.17%Q2 2013Q2 202445
MORGAN STANLEY 45450.04%0.16%0.43%Q2 2013Q2 202445
RAYMOND JAMES TRUST N.A. 45450.06%0.18%0.45%Q2 2013Q2 202445
BRYN MAWR TRUST Co 4320.01%0.06%0.27%Q1 2013Q2 202445
SIGMA INVESTMENT COUNSELORS INC 45450.04%2.39%3.69%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.01%0.05%0.12%Q2 2013Q2 202445
FIRST TRUST ADVISORS LP 45450.01%0.02%0.04%Q2 2013Q2 202445
UNITED SERVICES AUTOMOBILE ASSOCIATION 45450.02%0.09%0.28%Q2 2013Q2 202445
BLAIR WILLIAM & CO/IL 45450.02%0.11%0.20%Q2 2013Q2 202445
D.A. DAVIDSON & CO. 45450.09%0.16%0.36%Q2 2013Q2 202445
Private Harbour Investment Management & Counsel, LLC 45450.79%1.10%1.55%Q2 2013Q2 202445
Sandy Spring Bank 45450.07%0.30%1.18%Q2 2013Q2 202445
HighTower Advisors, LLC 45450.02%0.08%0.19%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.09%0.34%1.13%Q2 2013Q2 202445
Raymond James Financial Services Advisors, Inc. 45450.04%0.46%2.23%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.09%0.57%1.51%Q2 2013Q2 202445
Gibson Capital, LLC 45450.13%3.54%8.80%Q2 2013Q2 202445
UNITED CAPITAL FINANCIAL ADVISORS, LLC 45450.01%0.36%1.84%Q2 2013Q2 202445
LPL Financial LLC 45450.01%0.37%0.88%Q2 2013Q2 202445
B. Riley Wealth Advisors, Inc. 45450.04%0.31%0.70%Q2 2013Q2 202445
WealthTrust Axiom LLC 45450.08%0.26%0.56%Q2 2013Q2 202445
Courage Miller Partners, LLC 45450.63%1.03%1.42%Q2 2013Q2 202445
Hanson & Doremus Investment Management 45450.06%0.36%0.77%Q2 2013Q2 202445
Bank of New York Mellon Corp 45450.01%0.02%0.05%Q2 2013Q2 202445
VISTA CAPITAL PARTNERS, INC. 45450.03%0.25%0.84%Q2 2013Q2 202445
JPMORGAN CHASE & CO 45450.00%0.09%0.27%Q2 2013Q2 202445
Transamerica Financial Advisors, Inc. 45450.02%1.90%3.74%Q2 2013Q2 202445
TWIN FOCUS CAPITAL PARTNERS, LLC 45450.30%1.07%2.03%Q2 2013Q2 202445
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 45450.02%0.80%3.39%Q2 2013Q2 202445
Asset Management Group, Inc. 45451.53%3.53%6.37%Q2 2013Q2 202445
Mariner, LLC 45450.02%0.14%0.40%Q2 2013Q2 202445
American Investment Services, Inc. 45450.24%0.44%1.40%Q2 2013Q2 202445
BRIGHTON JONES LLC 45450.05%0.21%0.45%Q2 2013Q2 202445
FIFTH THIRD BANCORP 45450.01%0.28%0.74%Q2 2013Q2 202445
FineMark National Bank & Trust 28160.02%0.07%0.30%Q2 2013Q2 202444
Cubic Asset Management, LLC 44440.14%0.22%0.28%Q2 2013Q1 202444
CPWM, LLC 44440.19%2.19%6.16%Q4 2011Q3 202244
HM PAYSON & CO 22220.00%0.13%0.26%Q2 2013Q2 202444
Ameritas Investment Partners, Inc. 44440.00%0.07%0.28%Q3 2013Q2 202444
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31130.04%0.42%1.64%Q2 2013Q2 202444
First Horizon Advisors, Inc. 44440.01%0.17%1.34%Q3 2013Q2 202444
HOWE & RUSLING INC 4130.01%0.17%0.50%Q2 2013Q2 202444
Paragon Capital Management Ltd 30140.05%0.92%1.92%Q2 2013Q2 202444
Acropolis Investment Management, LLC 4130.01%1.29%4.99%Q2 2013Q2 202444
Coastline Trust Co 44440.02%1.00%2.02%Q2 2013Q1 202444
ASSETMARK, INC 44440.02%0.48%2.12%Q3 2013Q2 202444
AlphaMark Advisors, LLC 33110.07%1.03%1.53%Q2 2013Q2 202444
Atria Investments, Inc 27170.03%0.18%0.51%Q2 2013Q2 202444
Rathbones Group PLC 4220.05%0.16%0.29%Q2 2013Q2 202444
Cetera Advisor Networks LLC 44440.13%0.23%0.64%Q1 2013Q4 202344
M&T BANK CORP 26180.02%0.41%1.09%Q2 2013Q2 202444
Highlander Capital Management, LLC 44440.00%0.03%0.05%Q2 2013Q1 202444
CAPTRUST FINANCIAL ADVISORS 32120.01%0.45%6.85%Q2 2013Q2 202444
KELLEHER FINANCIAL ADVISORS 23210.22%0.50%1.22%Q2 2013Q2 202444
Wellington Shields & Co., LLC 25190.01%0.17%0.34%Q2 2013Q2 202444
Kingfisher Capital LLC 31130.14%0.35%0.57%Q2 2013Q2 202444
Neuberger Berman Group LLC 4040.00%0.01%0.02%Q2 2013Q2 202444
SMITH, MOORE & CO. 43430.11%0.23%0.46%Q4 2013Q2 202443
Cranbrook Wealth Management, LLC 43431.30%1.74%2.54%Q4 2013Q2 202443
Perigon Wealth Management, LLC 3310.11%0.32%0.68%Q3 2011Q2 202443
SouthState Corp 24190.02%0.26%0.96%Q2 2013Q2 202443
DAVENPORT & Co LLC 2580.00%0.01%0.02%Q2 2013Q2 202443
Veritable, L.P. 43430.01%0.02%0.03%Q4 2012Q2 202343
TIEMANN INVESTMENT ADVISORS, LLC 43430.31%0.91%1.43%Q4 2013Q2 202443
Texas Yale Capital Corp. 3730.01%0.07%0.29%Q2 2013Q2 202443
Blue Fin Capital, Inc. 43430.34%0.81%1.80%Q4 2013Q2 202443
Janney Montgomery Scott LLC 4030.03%0.13%0.59%Q3 2013Q2 202443
Private Advisor Group, LLC 43430.05%0.23%0.40%Q4 2013Q2 202443
BANQUE PICTET & CIE SA 43430.01%0.12%0.82%Q4 2013Q2 202443
Cetera Advisors LLC 43430.06%0.53%1.14%Q2 2013Q4 202343
Parallax Volatility Advisers, L.P. 1910.00%0.01%0.10%Q3 2013Q2 202243
COMERICA BANK 3940.02%0.05%0.49%Q2 2013Q2 202443
America First Investment Advisors, LLC 43430.12%0.29%0.39%Q2 2013Q4 202343
FIDUCIARY TRUST CO 43430.00%0.03%0.09%Q2 2013Q4 202343
Evanson Asset Management, LLC 43430.03%0.26%0.58%Q4 2013Q2 202443
OPTIMUM INVESTMENT ADVISORS 3670.08%0.15%0.26%Q3 2013Q2 202443
STIFEL FINANCIAL CORP 42420.02%0.10%0.17%Q1 2014Q2 202442
Addison Capital Co 3660.47%0.81%1.28%Q4 2013Q2 202442
STATE STREET CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.01%0.05%0.10%Q2 2013Q3 202342
Pinnacle Holdings, LLC 2510.05%0.08%0.12%Q2 2013Q2 202442
Advisory Services Network, LLC 30120.03%0.22%0.46%Q4 2013Q2 202442
Focused Wealth Management, Inc 42420.01%0.48%5.57%Q3 2013Q4 202342
Mathes Company, Inc. 3750.14%0.37%1.11%Q4 2013Q2 202442
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%1.66%4.49%Q2 2013Q3 202342
JANE STREET GROUP, LLC 1810.00%0.03%0.22%Q1 2014Q2 202442
Pure Financial Advisors, LLC 24180.47%13.54%44.22%Q2 2013Q2 202442
Dynamic Advisor Solutions LLC 3660.03%0.34%1.47%Q4 2013Q2 202442
Avior Wealth Management, LLC 28140.02%0.32%1.84%Q4 2013Q2 202442
LINCOLN NATIONAL CORP 42420.03%0.14%0.44%Q4 2013Q1 202442
Smithfield Trust Co 42420.00%0.01%0.03%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2710.00%0.05%0.21%Q2 2013Q2 202442
Curbstone Financial Management Corp 42421.17%1.67%2.81%Q1 2014Q2 202442
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.02%0.07%0.19%Q2 2013Q4 202342
LaFleur & Godfrey LLC 41410.16%0.79%1.49%Q2 2013Q2 202341
FMR LLC 3650.00%0.05%0.14%Q2 2013Q2 202441
DIVIDEND ASSETS CAPITAL, LLC 28130.01%0.13%0.64%Q2 2013Q4 202341
VICUS CAPITAL 41410.06%0.57%1.90%Q2 2013Q2 202341
Stelac Advisory Services LLC 41410.04%0.61%1.86%Q2 2014Q2 202441
TODD ASSET MANAGEMENT LLC 41410.01%0.01%0.02%Q2 2014Q2 202441
Allworth Financial LP 41410.02%0.24%3.10%Q2 2014Q2 202441
Regal Investment Advisors LLC 2710.03%0.29%1.00%Q2 2013Q2 202441
Estate Counselors, LLC 3610.04%2.42%5.01%Q2 2013Q2 202441
OARSMAN CAPITAL, INC. 41410.09%0.36%0.97%Q2 2013Q2 202341
Capital Investment Advisors, LLC 3920.04%0.19%0.61%Q4 2013Q2 202441
SCOTIA CAPITAL INC. 40400.00%0.04%0.15%Q3 2014Q2 202440
Cypress Capital Group 1870.03%0.12%0.47%Q2 2013Q1 202440
CIBC Private Wealth Group LLC 3640.00%0.01%0.02%Q1 2014Q2 202440
Fort Point Capital Partners LLC 40400.05%2.13%6.99%Q4 2013Q3 202340
Arete Wealth Advisors, LLC 14120.03%0.21%0.56%Q4 2013Q2 202440
Carnegie Investment Counsel 40400.01%0.03%0.06%Q3 2014Q2 202440
BARD ASSOCIATES INC 40400.10%0.20%0.35%Q3 2014Q2 202440
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.02%0.16%Q2 2013Q4 202239
Stratos Wealth Partners, LTD. 39390.02%0.31%0.82%Q4 2014Q2 202439
Brinker Capital Investments, LLC 39390.01%1.08%2.71%Q2 2013Q4 202239
Bangor Savings Bank 3090.00%0.13%1.91%Q2 2013Q2 202439
Mirae Asset Global Investments Co., Ltd. 1720.00%0.05%0.62%Q4 2011Q2 202439
GAMBLE JONES INVESTMENT COUNSEL 39390.09%0.26%0.52%Q2 2013Q4 202239
STERLING INVESTMENT ADVISORS LLC /ADV 39392.51%3.61%6.96%Q4 2014Q2 202439
Strategic Point Investment Advisors, LLC 3090.00%0.14%0.32%Q2 2013Q2 202439
Sigma Planning Corp 39390.12%0.51%1.18%Q4 2014Q2 202439
Tradewinds Capital Management, LLC 3410.00%0.01%0.04%Q4 2013Q4 202339
Dakota Wealth Management 39390.06%0.48%1.50%Q4 2014Q2 202439
First Personal Financial Services 39390.49%0.91%1.30%Q4 2014Q2 202439
Klingman & Associates, LLC 39390.02%1.37%4.92%Q4 2014Q2 202439
Haverford Trust Co 3810.01%0.08%0.61%Q2 2013Q1 202339
Autus Asset Management, LLC 39391.07%1.41%2.33%Q2 2013Q4 202239
KWMG, LLC 39391.38%4.02%7.40%Q4 2014Q2 202439
Family Firm, Inc. 39392.08%3.39%5.06%Q4 2014Q2 202439
DELTA ASSET MANAGEMENT LLC/TN 3530.00%0.00%0.01%Q2 2013Q2 202338
Riggs Asset Managment Co. Inc. 38380.01%1.18%5.04%Q3 2014Q4 202338
JMG Financial Group, Ltd. 2310.01%0.11%0.83%Q2 2013Q2 202438
SPC Financial, Inc. 19190.03%2.30%12.27%Q2 2013Q2 202438
AllSquare Wealth Management LLC 28100.34%0.49%0.69%Q4 2014Q2 202438
ROBERTS GLORE & CO INC /IL/ 20180.08%0.16%0.27%Q2 2013Q2 202338
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23150.02%0.19%1.04%Q4 2014Q2 202438
CLEAR INVESTMENT RESEARCH, LLC 38380.80%3.95%7.72%Q1 2015Q2 202438
Plancorp, LLC 3110.01%0.26%0.86%Q4 2013Q2 202438
BESSEMER GROUP INC 1540.00%0.00%0.02%Q2 2013Q2 202438
Perella Weinberg Partners Capital Management LP 2110.14%5.69%15.16%Q2 2013Q3 202338
BRR OpCo, LLC 38380.11%0.22%0.36%Q2 2013Q3 202238
PEAPACK GLADSTONE FINANCIAL CORP 2310.01%0.08%0.31%Q2 2013Q2 202438
White Pine Investment CO 24140.33%2.08%3.35%Q4 2014Q2 202438
Prospera Financial Services Inc 2640.03%0.14%0.48%Q2 2013Q2 202438
FAGAN ASSOCIATES, INC. 3020.15%0.46%0.83%Q1 2014Q1 202438
Argent Trust Co 38380.01%0.29%0.78%Q1 2015Q2 202438
PARSONS CAPITAL MANAGEMENT INC/RI 3610.03%0.07%0.25%Q1 2015Q2 202437
Willow Creek Wealth Management Inc. 37370.17%4.41%12.38%Q4 2014Q4 202337
Baird Financial Group, Inc. 37370.01%0.05%0.19%Q2 2015Q2 202437
Atlas Brown,Inc. 37370.17%0.48%0.76%Q2 2015Q2 202437
WELCH & FORBES LLC 2710.01%0.03%0.07%Q2 2013Q2 202437
First Financial Bank - Trust Division 3070.02%0.10%0.26%Q4 2013Q1 202337
Trust Co 37370.00%0.10%0.62%Q1 2015Q1 202437
FIL Ltd 37370.01%0.18%0.44%Q2 2015Q2 202437
SIGNET FINANCIAL MANAGEMENT, LLC 25120.07%0.67%1.23%Q1 2015Q2 202437
Modera Wealth Management, LLC 1510.02%0.12%0.44%Q2 2013Q2 202437
Advisory Alpha, LLC 2010.00%0.87%3.20%Q4 2013Q4 202337
Koshinski Asset Management, Inc. 2550.07%0.33%0.79%Q4 2014Q2 202437
Ifrah Financial Services, Inc. 37370.60%1.13%2.82%Q2 2013Q2 202237
Personal Capital Advisors Corp 37370.60%2.67%4.08%Q4 2013Q4 202237
Brookstone Capital Management 3420.04%0.24%1.12%Q2 2015Q2 202436
Capital Directions Investment Advisors, LLC 1920.01%0.15%0.48%Q2 2013Q4 202236
MML INVESTORS SERVICES, LLC 2970.13%0.42%1.30%Q2 2015Q2 202436
People's United Financial, Inc. 36360.08%0.25%0.52%Q2 2013Q1 202236
Goelzer Investment Management, Inc. 36360.03%0.45%1.08%Q1 2013Q4 202136
SG Americas Securities, LLC 1910.00%0.23%1.18%Q2 2013Q2 202436
WADE G W & INC 36360.25%0.42%0.67%Q1 2015Q4 202336
TCI Wealth Advisors, Inc. 1810.00%0.03%0.11%Q4 2012Q1 202336
EisnerAmper Wealth Management Corporate Benefits, LLC 22140.11%1.21%2.91%Q4 2014Q4 202336
Roof Eidam Maycock Peralta, LLC 36360.07%0.72%6.72%Q4 2014Q3 202336
Financial Architects, Inc 2520.00%0.34%1.49%Q2 2013Q2 202336
Parkside Financial Bank & Trust 36360.02%0.46%1.78%Q3 2015Q2 202436
Brown Advisory Securities, LLC 36360.06%0.14%0.27%Q2 2013Q1 202236
HOLLENCREST CAPITAL MANAGEMENT 3410.00%0.31%0.52%Q4 2013Q4 202335
Twele Capital Management, Inc. 35350.16%1.26%2.85%Q4 2013Q2 202235
Sequoia Financial Advisors, LLC 3140.00%0.05%0.57%Q4 2013Q2 202435
Altavista Wealth Management, Inc. 35350.21%0.47%0.76%Q2 2013Q4 202135
Retirement Planning Group, LLC 3140.04%0.13%1.75%Q2 2013Q1 202235
High Falls Advisors, Inc 35350.08%1.54%3.82%Q4 2015Q2 202435
TRUE Private Wealth Advisors 35350.01%2.14%7.71%Q4 2015Q2 202435
REILLY FINANCIAL ADVISORS, LLC 35350.07%0.22%0.53%Q2 2013Q4 202135
Community Bank, N.A. 35350.00%0.16%1.08%Q4 2014Q2 202335
CWM, LLC 24110.00%0.27%1.82%Q3 2015Q2 202435
Cordasco Financial Network 35350.04%0.53%2.29%Q4 2013Q2 202235
PARAMETRIC PORTFOLIO ASSOCIATES LLC 3050.00%0.00%0.03%Q2 2013Q1 202235
Morningstar Investment Services LLC 3230.00%0.14%0.33%Q1 2014Q2 202435
WOODMONT INVESTMENT COUNSEL LLC 3410.00%0.82%1.59%Q2 2015Q1 202435
FIRST NATIONAL TRUST CO 3310.01%0.13%0.28%Q2 2015Q2 202434
Geneos Wealth Management Inc. 34340.00%0.14%0.93%Q1 2016Q2 202434
Pekin Hardy Strauss, Inc. 34340.02%0.13%0.33%Q1 2016Q2 202434
MARK SHEPTOFF FINANCIAL PLANNING, LLC 34340.00%0.03%0.05%Q1 2014Q2 202234
TCV Trust & Wealth Management, Inc. 19150.02%0.07%0.12%Q4 2013Q2 202234
CIBC WORLD MARKET INC. 3130.00%0.02%0.07%Q2 2013Q2 202434
SECURITY NATIONAL TRUST CO 34340.05%0.13%0.20%Q2 2013Q3 202134
Snowden Capital Advisors LLC 34340.07%0.40%1.66%Q1 2016Q2 202434
COUNTRY TRUST BANK 34340.00%0.32%1.28%Q1 2016Q2 202434
Diversified Portfolios, Inc. 2680.06%0.38%1.07%Q4 2014Q2 202334
LVW Advisors, LLC 2610.04%0.22%0.67%Q1 2015Q1 202434
MILLENNIUM MANAGEMENT LLC 1010.00%0.01%0.03%Q2 2013Q2 202434
Ausdal Financial Partners, Inc. 34340.03%0.27%0.89%Q4 2015Q1 202434
Alexandria Capital, LLC 34340.11%0.52%2.51%Q2 2013Q3 202134
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 34340.02%0.07%0.10%Q4 2013Q1 202234
FRG Family Wealth Advisors LLC 34340.03%0.11%0.18%Q4 2015Q1 202434
IFP Advisors, Inc 20140.01%0.12%0.21%Q4 2015Q2 202434
ATWOOD & PALMER INC 34340.00%0.01%0.04%Q2 2014Q3 202234
First Heartland Consultants, Inc. 2720.02%0.45%1.97%Q2 2013Q4 202334
Eagle Ridge Investment Management 33330.94%1.17%1.85%Q3 2015Q3 202333
Stonehage Fleming Financial Services Holdings Ltd 2010.01%0.04%0.09%Q4 2015Q2 202433
Jacobi Capital Management LLC 33330.03%0.15%0.29%Q2 2016Q2 202433
Global Endowment Management, LP 33330.15%0.65%1.27%Q2 2016Q2 202433
Archford Capital Strategies, LLC 1560.00%0.32%0.95%Q1 2014Q4 202233
BADGLEY PHELPS & BELL INC 33330.03%0.06%0.12%Q2 2013Q2 202133
Sensible Financial Planning & Management, LLC. 33330.08%0.38%1.48%Q3 2014Q3 202233
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.19%0.60%Q2 2013Q2 202133
OLD SECOND NATIONAL BANK OF AURORA 33330.00%0.01%0.03%Q4 2014Q4 202233
Cetera Investment Advisers 33330.09%0.24%0.62%Q1 2016Q1 202433
QS Investors, LLC 33330.01%0.79%2.72%Q2 2013Q2 202133
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33330.16%0.64%1.84%Q2 2016Q2 202433
BALDWIN WEALTH PARTNERS LLC/MA 3120.01%2.40%4.40%Q1 2016Q2 202433
E&G Advisors, LP 33330.53%1.67%2.71%Q2 2016Q2 202433
PEOPLES FINANCIAL SERVICES CORP. 33330.01%0.01%0.02%Q4 2013Q4 202133
Anchor Investment Management, LLC 33330.01%0.15%0.32%Q1 2016Q1 202433
CITY HOLDING CO 1810.00%0.46%2.13%Q4 2013Q2 202433
CHOREO, LLC 2660.02%0.09%0.27%Q1 2014Q2 202432
EFG Asset Management (Americas) Corp. 32320.11%2.69%9.16%Q3 2016Q2 202432
WEALTHSOURCE PARTNERS, LLC 32320.08%0.74%2.80%Q1 2016Q4 202332
WINTRUST INVESTMENTS LLC 18140.01%0.38%2.18%Q2 2016Q2 202432
Keel Point, LLC 32320.08%1.54%5.89%Q3 2016Q2 202432
NORTHERN TRUST CORP 2810.00%0.00%0.00%Q4 2015Q2 202432
BBVA USA Bancshares, Inc. 32320.17%0.40%0.52%Q2 2013Q1 202132
FDx Advisors, Inc. 18140.01%0.15%0.47%Q2 2014Q2 202232
PANAGORA ASSET MANAGEMENT INC 32320.01%0.06%0.13%Q2 2013Q1 202132
DEUTSCHE BANK AG\ 2660.00%0.01%0.03%Q3 2013Q2 202432
Carroll Financial Associates, Inc. 2910.00%0.02%0.05%Q2 2013Q4 202132
Brouwer & Janachowski, LLC 32320.06%0.56%2.22%Q4 2013Q3 202132
Mechanics Bank Trust Department 32320.14%0.35%0.55%Q3 2016Q2 202432
Homrich & Berg 32320.03%0.06%0.14%Q4 2013Q3 202132
EDMOND DE ROTHSCHILD HOLDING S.A. 2930.00%0.27%1.55%Q2 2015Q2 202332
HALL LAURIE J TRUSTEE 1630.00%0.06%0.10%Q4 2015Q2 202432
Cornerstone Wealth Management, LLC 2510.03%0.27%1.39%Q1 2016Q2 202432
ARKANSAS FINANCIAL GROUP, INC. 31310.24%6.04%9.90%Q4 2016Q2 202431
Sutton Wealth Advisors Inc. 31310.00%0.20%0.76%Q1 2016Q3 202331
AE Wealth Management LLC 31310.04%0.23%0.54%Q4 2016Q2 202431
Kovack Advisors, Inc. 2240.06%0.97%8.70%Q3 2012Q2 202431
BlueSky Wealth Advisors, LLC 31310.87%1.76%8.26%Q4 2016Q2 202431
Destination Wealth Management 1210.00%0.41%3.99%Q1 2013Q2 202431
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 31310.00%0.03%0.10%Q4 2016Q2 202431
HBK Sorce Advisory LLC 31310.02%0.07%0.16%Q1 2016Q3 202331
NORTHWEST WEALTH MANAGEMENT, LLC 31310.36%1.89%3.62%Q4 2016Q2 202431
CREATIVE FINANCIAL DESIGNS INC /ADV 31310.01%0.18%1.18%Q4 2016Q2 202431
SIGNATUREFD, LLC 2210.00%0.02%0.08%Q3 2013Q2 202431
Parallel Advisors, LLC 31310.07%0.25%0.84%Q4 2016Q2 202431
LEVEL FOUR ADVISORY SERVICES, LLC 31310.02%0.09%0.16%Q4 2016Q2 202431
Moors & Cabot, Inc. 2050.02%0.06%0.16%Q1 2014Q2 202431
SigFig Wealth Management, LLC 31310.14%2.00%10.88%Q4 2016Q2 202431
LYELL WEALTH MANAGEMENT, LP 31310.26%1.12%1.68%Q4 2016Q2 202431
Glen Eagle Advisors, LLC 31310.10%0.34%0.97%Q4 2016Q2 202431
Global Retirement Partners, LLC 31310.04%0.31%1.58%Q4 2016Q2 202431
NEXT Financial Group, Inc 31310.04%0.34%0.61%Q2 2014Q4 202131
Wealthcare Advisory Partners LLC 31310.03%0.35%1.15%Q4 2016Q2 202431
Psagot Value Holdings Ltd. 31310.00%0.11%0.39%Q2 2013Q4 202031
GenTrust, LLC 31311.13%3.67%6.47%Q4 2016Q2 202431
EXANE DERIVATIVES 31310.00%0.06%0.21%Q4 2014Q2 202231
ROFFMAN MILLER ASSOCIATES INC /PA/ 31310.04%0.58%2.20%Q2 2013Q4 202031
Verger Capital Management LLC 31311.66%3.95%5.87%Q4 2016Q2 202431
WESBANCO BANK INC 1460.02%0.11%0.25%Q2 2013Q2 202431
Barrett Asset Management, LLC 2560.00%0.02%0.16%Q2 2013Q3 202131
IHT Wealth Management, LLC 31310.02%0.24%0.86%Q4 2016Q2 202431
Patten Group, Inc. 1510.02%0.10%0.21%Q4 2014Q3 202331
COLDSTREAM CAPITAL MANAGEMENT INC 1770.01%0.09%0.24%Q2 2013Q2 202431
OXFORD FINANCIAL GROUP, LTD. LLC 31310.02%0.46%4.16%Q4 2016Q2 202431
Fiera Capital Corp 2620.00%0.00%0.03%Q2 2013Q2 202431
EXENCIAL WEALTH ADVISORS, LLC 1910.08%0.11%0.15%Q1 2013Q2 202431
WEST PACES ADVISORS INC. 31310.06%0.33%1.40%Q4 2016Q2 202431
Flaharty Asset Management, LLC 30300.06%0.19%0.43%Q1 2017Q2 202430
Fund Evaluation Group, LLC 2190.12%5.25%16.67%Q1 2015Q2 202430
LifePlan Financial Group, Inc 30300.00%0.32%2.11%Q2 2013Q3 202030
FLAGSHIP HARBOR ADVISORS, LLC 30300.05%0.28%0.45%Q4 2016Q1 202430
OLD NATIONAL BANCORP /IN/ 1820.01%0.04%0.10%Q2 2014Q2 202430
NOMURA ASSET MANAGEMENT CO LTD 1510.00%0.06%0.19%Q2 2013Q2 202430
Farmers & Merchants Trust Co of Chambersburg PA 30300.00%0.00%0.04%Q4 2016Q1 202430
Continuum Advisory, LLC 30300.04%0.91%2.22%Q1 2017Q2 202430
ETRADE Capital Management LLC 30300.44%1.27%3.24%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.05%0.18%0.53%Q2 2013Q3 202030
LAFFER TENGLER INVESTMENTS, INC. 2910.00%0.06%0.32%Q2 2013Q2 202130
Good Life Advisors, LLC 30300.03%0.21%0.62%Q4 2016Q1 202430
Moisand Fitzgerald Tamayo, LLC 2820.00%0.03%0.08%Q4 2015Q2 202430
Heritage Trust Co 30300.60%1.61%3.53%Q1 2017Q2 202430
Steward Partners Investment Advisory, LLC 30300.03%0.21%0.63%Q1 2017Q2 202430
Clearstead Advisors, LLC 2910.00%0.03%0.09%Q4 2016Q2 202430
Bison Wealth, LLC 30300.09%0.40%0.80%Q1 2015Q2 202230
Charles Schwab Investment Advisory, Inc. 2730.00%0.46%2.13%Q2 2013Q2 202330
RITHOLTZ WEALTH MANAGEMENT 2910.01%4.51%10.17%Q4 2016Q2 202430
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.10%0.18%0.57%Q2 2013Q3 202030
RFG Advisory, LLC 15150.03%0.30%1.05%Q3 2016Q2 202430
Pflug Koory, LLC 30300.89%1.24%1.54%Q4 2016Q1 202430
NBT BANK N A /NY 1910.02%0.07%0.33%Q2 2013Q2 202430
Patriot Financial Group Insurance Agency, LLC 2550.00%0.08%0.28%Q4 2016Q2 202430
Simplicity Solutions, LLC 1910.02%0.18%0.52%Q2 2015Q4 202330
ARROW FINANCIAL CORP 2550.00%0.00%0.01%Q2 2013Q4 202130
Advisors Asset Management, Inc. 29290.00%0.01%0.04%Q1 2015Q1 202229
Roble, Belko & Company, Inc 29290.04%0.10%0.20%Q1 2015Q1 202229
SRS Capital Advisors, Inc. 1370.24%3.72%8.85%Q4 2016Q2 202429
SUMITOMO MITSUI FINANCIAL GROUP, INC. 29290.06%0.15%0.37%Q2 2017Q2 202429
NewEdge Advisors, LLC 29290.02%0.16%0.54%Q2 2017Q2 202429
Abbrea Capital, LLC 29290.04%0.10%0.19%Q4 2016Q4 202329
JFS WEALTH ADVISORS, LLC 2310.00%0.01%0.04%Q3 2014Q2 202429
Financial Management Professionals, Inc. 2210.00%0.01%0.02%Q2 2013Q1 202329
Garner Asset Management Corp 29290.29%1.18%2.66%Q2 2017Q2 202429
NICOLET BANKSHARES INC 29290.08%0.54%2.13%Q4 2015Q4 202229
MASSMUTUAL TRUST CO FSB/ADV 2720.01%0.06%0.12%Q2 2014Q2 202429
Sage Capital Advisors,llc 29290.11%0.84%2.95%Q2 2017Q2 202429
OneDigital Investment Advisors LLC 29290.06%0.21%0.46%Q2 2017Q2 202429
Winslow, Evans & Crocker, Inc. 29290.01%0.10%0.20%Q4 2013Q4 202029
ClearBridge Investments 29290.00%0.00%0.00%Q2 2013Q2 202029
Ballentine Partners, LLC 29290.01%0.22%0.61%Q2 2017Q2 202429
Manchester Capital Management LLC 16130.00%0.04%0.15%Q2 2013Q3 202329
Institute for Wealth Management, LLC. 2210.01%0.23%0.90%Q2 2013Q2 202429
SONATA CAPITAL GROUP INC 29290.27%0.69%1.05%Q4 2016Q4 202329
Founders Capital Management 15130.01%0.18%0.81%Q1 2017Q2 202428
Peak Financial Management, Inc. 28280.35%1.33%1.76%Q3 2017Q2 202428
Sargent Bickham Lagudis LLC 28280.00%0.03%0.30%Q1 2016Q4 202228
WHITE PINE CAPITAL LLC 28280.21%0.62%1.44%Q3 2017Q2 202428
CONNABLE OFFICE INC 28280.28%0.63%1.44%Q3 2017Q2 202428
MACKENZIE FINANCIAL CORP 2620.00%0.03%0.19%Q4 2015Q2 202428
W.G. Shaheen & Associates DBA Whitney & Co 28280.05%0.67%1.67%Q2 2017Q1 202428
BINGHAM OSBORN & SCARBOROUGH LLC 2410.03%0.57%2.07%Q1 2014Q3 202128
FARR MILLER & WASHINGTON LLC/DC 28280.02%0.04%0.05%Q4 2014Q3 202128
STEPHENS INC /AR/ 2530.01%0.08%0.97%Q2 2013Q2 202428
Millburn Ridgefield Corp 28280.00%0.11%0.39%Q4 2016Q3 202328
SEGALL BRYANT & HAMILL, LLC 2610.00%0.01%0.02%Q1 2013Q2 202228
Money Design Co.,Ltd. 28280.71%1.97%4.75%Q3 2017Q2 202428
GREATMARK INVESTMENT PARTNERS, INC. 28280.08%0.40%0.88%Q2 2013Q1 202028
Westside Investment Management, Inc. 1810.01%0.21%0.92%Q4 2016Q2 202428
Migdal Insurance & Financial Holdings Ltd. 28280.00%0.08%0.22%Q3 2017Q2 202428
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1110.00%0.00%0.00%Q2 2013Q2 202428
Clark Capital Management Group, Inc. 1360.00%0.01%0.02%Q2 2013Q4 202128
BRINKER CAPITAL INC 2080.04%0.13%0.57%Q2 2013Q2 202028
Sumitomo Mitsui Trust Holdings, Inc. 2710.00%0.01%0.03%Q4 2014Q4 202128
Granite Investment Advisors, LLC 2530.04%0.27%1.46%Q2 2013Q3 202128
Darwin Wealth Management, LLC 28280.08%1.08%4.14%Q2 2016Q1 202328
BOYS ARNOLD & CO INC 28280.20%0.35%1.89%Q2 2013Q1 202028
Alpha Omega Wealth Management LLC 28280.04%0.08%0.15%Q4 2016Q3 202328
AdvisorNet Financial, Inc 27270.02%0.29%1.18%Q4 2017Q2 202427
Jaffetilchin Investment Partners, LLC 2310.06%1.77%4.27%Q2 2013Q2 202427
FIRST UNITED BANK & TRUST 27270.13%0.59%1.08%Q4 2017Q2 202427
C M BIDWELL & ASSOCIATES LTD 27270.08%0.18%0.38%Q4 2017Q2 202427
Lutz Financial Services LLC 27270.46%1.10%2.47%Q4 2017Q2 202427
Asset Dedication, LLC 1710.00%0.01%0.16%Q4 2015Q1 202427
180 WEALTH ADVISORS, LLC 27270.09%0.23%0.32%Q4 2017Q2 202427
Bridgeworth, LLC 2430.05%1.50%8.30%Q4 2016Q4 202327
Arbor Investment Advisors, LLC 14130.08%0.87%4.36%Q4 2010Q2 202427
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 27270.00%0.00%0.01%Q2 2013Q4 201927
Financial Advocates Investment Management 27270.11%0.24%0.42%Q4 2017Q2 202427
BOK Financial Private Wealth, Inc. 1810.00%0.09%0.97%Q1 2014Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.21%0.34%0.74%Q2 2013Q4 201927
Slow Capital, Inc. 27270.19%0.59%0.97%Q4 2017Q2 202427
CALTON & ASSOCIATES, INC. 27270.44%0.79%2.00%Q4 2017Q2 202427
Palisade Asset Management, LLC 27270.10%0.20%0.31%Q4 2017Q2 202427
Forefront Analytics, LLC 27270.58%1.80%4.90%Q4 2017Q2 202427
Colorado Capital Management, Inc. 27270.12%0.81%1.86%Q4 2015Q2 202227
SeaCrest Wealth Management, LLC 27270.08%0.22%0.33%Q4 2017Q2 202427
Divergent Wealth Advisors 27270.09%2.90%5.00%Q4 2017Q2 202427
Sound Income Strategies, LLC 27270.00%0.00%0.02%Q4 2017Q2 202427
BOKF, NA 15120.09%0.18%0.24%Q3 2017Q2 202427
Gradient Capital Advisors, LLC 27270.08%0.28%0.68%Q4 2017Q2 202427
M Holdings Securities, Inc. 2210.02%0.19%0.52%Q4 2013Q4 202227
COMMONWEALTH EQUITY SERVICES, LLC 27270.07%0.18%0.30%Q4 2017Q2 202427
HANCOCK WHITNEY CORP 2520.01%0.05%0.23%Q2 2013Q3 202227
Integrated Wealth Concepts LLC 27270.03%0.51%2.80%Q4 2017Q2 202427
Belpointe Asset Management LLC 2160.02%0.61%2.10%Q3 2017Q2 202427
Bigelow Investment Advisors, LLC 27270.31%0.46%0.66%Q4 2017Q2 202427
RPg Family Wealth Advisory, LLC 1410.01%1.21%3.23%Q4 2015Q4 202327
PATTON ALBERTSON MILLER GROUP, LLC 1910.04%0.36%0.86%Q3 2016Q2 202427
WealthShield Partners, LLC 27270.01%0.24%1.67%Q4 2017Q2 202427
Sarasin & Partners LLP 910.02%0.03%0.04%Q2 2013Q3 202127
Fortis Advisors, LLC 2430.00%0.18%0.56%Q3 2017Q2 202427
Aviance Capital Partners, LLC 27270.14%0.43%0.94%Q4 2017Q2 202427
Bedel Financial Consulting, Inc. 27270.03%0.10%0.19%Q4 2017Q2 202427
SCHRODER INVESTMENT MANAGEMENT GROUP 2410.00%0.03%0.12%Q3 2013Q2 202427
Global Trust Asset Management, LLC 27270.01%0.03%0.34%Q4 2017Q2 202427
MILES CAPITAL, INC. 14130.16%0.44%1.01%Q2 2013Q1 202027
Front Row Advisors LLC 27270.03%0.15%0.30%Q4 2017Q2 202427
NVWM, LLC 27270.06%0.47%1.19%Q4 2017Q2 202427
Successful Portfolios LLC 27270.21%0.48%1.00%Q4 2017Q2 202427
PARTNERS CAPITAL INVESTMENT GROUP, LLP 27270.06%1.38%3.05%Q4 2017Q2 202427
LexAurum Advisors, LLC 27270.10%0.20%0.33%Q4 2017Q2 202427
VALLEY NATIONAL ADVISERS INC 1310.00%0.00%0.01%Q4 2015Q2 202427
Aveo Capital Partners, LLC 1410.05%0.67%5.58%Q4 2016Q2 202427
Frontier Wealth Management LLC 1890.02%0.28%0.76%Q4 2014Q2 202227
Vigilant Capital Management, LLC 2010.00%0.06%0.25%Q2 2013Q1 202226
Signature Wealth Management Group 2331.88%3.09%4.51%Q4 2017Q2 202426
Meridian Wealth Management, LLC 2030.03%0.17%0.72%Q4 2016Q1 202426
Somerset Group LLC 26260.17%0.31%0.47%Q3 2016Q4 202226
SUNTRUST BANKS INC 26260.05%0.09%0.15%Q2 2013Q3 201926
Dorsey Wright & Associates 1110.02%0.36%4.40%Q3 2013Q2 202426
BARTLETT & CO. WEALTH MANAGEMENT LLC 26260.02%0.08%0.19%Q1 2018Q2 202426
Nikulski Financial, Inc. 26260.37%0.77%1.06%Q4 2017Q1 202426
BB&T SECURITIES, LLC 26260.02%0.06%0.20%Q2 2013Q3 201926
HARBOUR INVESTMENT MANAGEMENT LLC 2210.09%0.43%0.85%Q2 2013Q4 202126
1832 Asset Management L.P. 2330.00%0.00%0.00%Q1 2014Q2 202426
Hilltop Holdings Inc. 26260.03%0.85%4.53%Q1 2018Q2 202426
CHEMUNG CANAL TRUST CO 26260.12%0.31%1.00%Q2 2013Q3 201926
Parkside Advisors LLC 26260.08%0.15%0.24%Q1 2017Q2 202326
SIMPLEX TRADING, LLC 910.00%0.01%0.08%Q4 2014Q2 202426
BOSTON ADVISORS LLC 26260.01%0.03%0.06%Q2 2013Q3 201926
One Capital Management, LLC 2110.02%0.21%1.12%Q3 2014Q2 202426
Rockefeller Capital Management L.P. 26260.05%0.14%0.22%Q1 2018Q2 202426
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2150.05%0.13%0.25%Q4 2017Q2 202426
Rosenbaum Jay D. 26260.07%0.69%1.14%Q4 2014Q1 202126
Barber Financial Group, Inc. 26260.14%2.05%6.38%Q4 2016Q1 202326
Betterment LLC 1790.00%0.00%0.01%Q4 2017Q2 202426
Plante Moran Financial Advisors, LLC 1310.00%0.03%0.18%Q3 2013Q2 202426
FAIRFIELD, BUSH & CO. 1710.06%0.12%0.18%Q3 2017Q2 202426
LeJeune Puetz Investment Counsel LLC 26260.11%0.23%0.54%Q4 2016Q1 202326
CNB Bank 1880.00%0.04%0.23%Q4 2017Q2 202426
Man Group plc 2320.00%0.16%0.44%Q1 2018Q2 202425
Biondo Investment Advisors, LLC 25250.11%0.18%0.24%Q2 2018Q2 202425
Cambria Investment Management, L.P. 1410.01%0.28%0.71%Q4 2014Q2 202425
FULTON BREAKEFIELD BROENNIMAN LLC 2050.82%1.49%1.92%Q4 2016Q2 202425
MERIDIAN MANAGEMENT CO 14110.41%2.45%3.80%Q4 2016Q2 202425
CAMDEN NATIONAL BANK 25250.12%1.01%1.64%Q2 2018Q2 202425
Maple Capital Management, Inc. 1420.04%0.08%0.12%Q2 2013Q4 201925
Camarda Financial Advisors, LLC 25250.00%0.92%2.58%Q2 2013Q2 201925
J. L. Bainbridge & Co., Inc. 25250.03%0.05%0.07%Q2 2018Q2 202425
CIBC BANK USA 25250.03%0.11%0.33%Q2 2013Q2 201925
Gilbert & Cook, Inc. 25250.07%0.85%4.32%Q4 2016Q4 202225
Thomas J. Herzfeld Advisors, Inc. 25250.02%0.03%0.05%Q2 2013Q2 201925
Voya Financial Advisors, Inc. 25250.11%0.22%0.32%Q1 2015Q1 202125
Mosaic Family Wealth, LLC 25250.13%0.27%0.51%Q4 2015Q4 202125
IFG Advisory, LLC 2210.03%0.20%0.49%Q4 2017Q2 202425
Lourd Capital, LLC 25250.08%1.06%3.33%Q2 2013Q2 201925
JOHNSON INVESTMENT COUNSEL INC 25250.01%0.05%0.08%Q2 2013Q2 201925
DAVIS R M INC 14110.01%0.07%0.28%Q2 2013Q4 202325
YorkBridge Wealth Partners, LLC 25250.07%0.22%0.44%Q4 2016Q4 202225
ROCKLAND TRUST CO 25250.01%0.09%0.37%Q4 2017Q4 202325
TIAA, FSB 25250.03%2.84%10.72%Q2 2017Q2 202325
Burt Wealth Advisors 25250.02%0.06%0.13%Q4 2014Q4 202025
TELEMUS CAPITAL, LLC 25250.23%0.78%1.80%Q4 2017Q4 202325
Horan Securities, Inc. 1110.01%0.02%0.07%Q3 2016Q2 202325
PFG Advisors 1780.03%0.25%0.98%Q4 2017Q2 202425
Sowell Financial Services LLC 1020.01%0.23%1.54%Q4 2016Q1 202425
Garde Capital, Inc. 25250.06%1.67%3.68%Q2 2014Q2 202025
Alpha Cubed Investments, LLC 1910.04%0.82%1.60%Q4 2013Q2 202424
Larson Financial Group LLC 2310.04%0.26%1.16%Q4 2017Q2 202424
CAPE COD FIVE CENTS SAVINGS BANK 1410.03%0.11%0.68%Q2 2013Q2 202424
LEAVELL INVESTMENT MANAGEMENT, INC. 1420.02%0.20%0.72%Q3 2010Q2 202424
COLONY GROUP LLC 1010.00%0.02%0.04%Q3 2013Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.02%0.08%0.17%Q2 2013Q1 201924
ZACKS INVESTMENT MANAGEMENT 1860.00%0.02%0.05%Q1 2017Q3 202324
NOTTINGHAM ADVISORS, INC. 1860.04%0.26%1.02%Q4 2014Q3 202124
STALEY CAPITAL ADVISERS INC 1860.02%0.02%0.04%Q2 2013Q2 201924
RHUMBLINE ADVISERS 24240.02%0.04%0.08%Q3 2018Q2 202424
EVERGREEN CAPITAL MANAGEMENT LLC 24240.03%0.07%0.15%Q3 2018Q2 202424
CITIZENS FINANCIAL GROUP INC/RI 910.00%0.01%0.04%Q4 2015Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.03%0.22%0.83%Q3 2018Q2 202424
Ledyard National Bank 24240.00%0.01%0.03%Q2 2013Q1 201924
FIRST FINANCIAL CORP /IN/ 24240.01%0.04%0.09%Q2 2013Q1 201924
Ironwood Investment Counsel, LLC 2220.08%0.10%0.17%Q2 2017Q4 202324
THOMPSON SIEGEL & WALMSLEY LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
Lattice Strategies LLC 24240.36%1.31%2.05%Q2 2013Q1 201924
Janney Capital Management LLC 1430.02%0.74%3.33%Q3 2017Q2 202424
Tortoise Investment Management, LLC 2220.00%0.03%0.10%Q4 2014Q4 202024
Rain Capital Management, LLC 2040.00%0.02%0.16%Q4 2015Q2 202424
Omnia Family Wealth, LLC 1130.10%1.81%7.26%Q4 2016Q2 202324
Valeo Financial Advisors, LLC 2220.00%0.01%0.03%Q3 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.02%0.17%0.52%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24240.96%1.26%1.68%Q4 2017Q3 202324
AVANTAX ADVISORY SERVICES, INC. 23230.02%0.20%0.40%Q4 2018Q2 202423
OPPENHEIMER ASSET MANAGEMENT INC. 1810.00%56.52%100.00%Q2 2013Q3 202123
CADINHA & CO LLC 1670.03%0.22%0.71%Q1 2016Q4 202223
Stratos Wealth Advisors, LLC 23230.03%0.14%0.45%Q4 2018Q2 202423
COMERICA SECURITIES INC 23230.19%1.25%5.77%Q2 2013Q4 201823
Sterling Investment Advisors, Ltd. 23230.03%0.11%0.19%Q4 2016Q2 202223
Baystate Wealth Management LLC 1310.00%0.01%0.06%Q2 2017Q4 202323
JAG CAPITAL MANAGEMENT, LLC 2110.03%0.08%0.16%Q2 2014Q4 202123
Laurel Wealth Advisors LLC 23230.01%0.16%0.28%Q4 2018Q2 202423
Capital Investment Advisory Services, LLC 23230.02%0.05%0.13%Q4 2018Q2 202423
Fiduciary Trust Co International of Pennsylvania 1490.02%0.26%0.52%Q2 2013Q1 202023
FinTrust Capital Advisors, LLC 23230.12%0.73%1.95%Q4 2018Q2 202423
Pinnacle Advisory Group, Inc. 1850.11%0.95%2.08%Q2 2015Q1 202123
Carlton Hofferkamp & Jenks Wealth Management, LLC 23230.29%0.70%1.01%Q3 2014Q1 202023
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1940.05%0.61%1.09%Q2 2018Q2 202423
GUARDIAN CAPITAL ADVISORS LP 1630.04%0.16%0.96%Q1 2016Q2 202423
PARK AVENUE SECURITIES LLC 1710.02%0.92%4.84%Q3 2015Q2 202423
WealthBridge Capital Management, LLC 23230.09%0.50%0.75%Q4 2018Q2 202423
FIRST NATIONAL CORP /MA/ /ADV 23230.09%0.17%0.29%Q4 2018Q2 202423
Chesley Taft & Associates LLC 1630.02%0.10%0.34%Q2 2013Q2 202423
Cardan Capital Partners, LLC 23230.06%0.21%0.47%Q1 2016Q3 202123
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 910.01%0.13%0.56%Q2 2013Q1 202323
Beacon Pointe Advisors, LLC 23230.03%0.16%0.40%Q4 2018Q2 202423
Hillcrest Wealth Advisors - NY, LLC 23230.57%2.03%5.19%Q4 2018Q2 202423
Crabel Capital Management, LLC 920.19%1.88%5.41%Q4 2017Q2 202423
Baker Avenue Asset Management, LP 910.01%0.33%0.85%Q4 2013Q2 202423
Financial Gravity Asset Management, Inc. 1530.03%0.65%2.33%Q1 2018Q2 202423
DEARBORN PARTNERS LLC 23230.01%0.02%0.02%Q3 2018Q1 202423
Jackson Hole Capital Partners, LLC 23230.07%0.12%0.26%Q4 2018Q2 202423
TOWNSQUARE CAPITAL LLC 23230.02%0.16%0.61%Q4 2018Q2 202423
HL FINANCIAL SERVICES LLC 1850.05%0.07%0.11%Q2 2013Q1 201923
Insight Wealth Strategies, LLC 23230.29%2.94%6.95%Q4 2018Q2 202423
Legacy Bridge, LLC 23230.00%0.05%0.15%Q4 2018Q2 202423
Concorde Asset Management, LLC 1710.18%0.49%1.66%Q2 2015Q4 202223
Hardy Reed LLC 23230.05%1.17%5.60%Q4 2018Q2 202423
Compagnie Lombard Odier SCmA 1610.00%0.09%0.41%Q4 2013Q2 202323
Ellis Investment Partners, LLC 23230.42%0.84%1.13%Q4 2018Q2 202423
LCNB CORP 2030.19%0.35%0.58%Q3 2017Q2 202323
Mount Yale Investment Advisors, LLC 1490.03%0.17%0.30%Q1 2018Q2 202423
BDO Wealth Advisors, LLC 23230.00%0.01%0.04%Q2 2017Q4 202223
Bellecapital International Ltd. 23230.08%0.36%0.57%Q1 2018Q3 202323
PALLADIUM PARTNERS LLC 1310.02%0.09%0.24%Q2 2013Q3 201923
HARBOR INVESTMENT ADVISORY, LLC 19190.01%0.20%0.71%Q4 2019Q2 202423
Archer Investment Corp 12100.04%0.19%2.53%Q4 2018Q2 202422
Allianz Asset Management GmbH 1120.00%0.00%0.02%Q2 2015Q1 202222
BSW Wealth Partners 22220.10%0.19%0.27%Q2 2013Q3 201822
Mutual Advisors, LLC 22220.03%0.12%0.21%Q1 2019Q2 202422
PICTET ASSET MANAGEMENT LTD 22220.00%0.12%0.31%Q1 2016Q2 202122
MERCER GLOBAL ADVISORS INC /ADV 22220.02%0.04%0.11%Q1 2019Q2 202422
Certified Advisory Corp 11110.03%0.08%0.14%Q4 2017Q3 202322
WealthNavi Inc. 22221.26%1.83%2.27%Q1 2019Q2 202422
MGO ONE SEVEN LLC 1910.00%0.42%3.06%Q4 2017Q2 202422
McIlrath & Eck, LLC 22220.00%0.00%0.01%Q3 2018Q4 202322
Tower Research Capital LLC (TRC) 1010.00%0.00%0.02%Q3 2013Q2 202422
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1630.00%0.59%2.28%Q2 2013Q4 202222
MADISON INVESTMENT HOLDINGS INC 1840.04%0.70%1.92%Q2 2013Q2 201922
Ellenbecker Investment Group 22220.19%0.56%0.93%Q1 2019Q2 202422
Pensionmark Financial Group, LLC 2110.05%0.20%0.47%Q4 2018Q2 202422
Krilogy Financial LLC 1110.00%0.05%0.15%Q3 2015Q1 202322
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1010.03%0.62%1.76%Q2 2015Q4 202322
Gryphon Financial Partners LLC 22220.15%0.38%0.66%Q3 2018Q4 202322
Realta Investment Advisors 22220.10%0.26%0.39%Q1 2019Q2 202422
LIBERTY WEALTH MANAGEMENT LLC 1660.01%0.30%1.74%Q4 2018Q2 202422
Private Ocean, LLC 22220.00%0.01%0.03%Q1 2019Q2 202422
Sunbelt Securities, Inc. 1910.01%0.29%1.14%Q4 2016Q2 202422
HCR Wealth Advisors 22220.05%0.08%0.15%Q1 2019Q2 202422
Peninsula Wealth, LLC 11110.06%0.27%0.45%Q1 2018Q2 202422
Evercore Wealth Management, LLC 1220.00%0.01%0.02%Q2 2013Q4 202322
Resource Planning Group 22220.13%1.23%2.92%Q3 2018Q4 202322
American Financial Advisors, LLC 1480.18%1.15%3.96%Q4 2018Q2 202422
Summit Financial, LLC 1930.04%0.09%0.20%Q4 2018Q2 202422
Exchange Capital Management, Inc. 22220.01%0.82%3.07%Q2 2013Q3 201822
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 22220.03%0.59%1.12%Q1 2019Q2 202422
TSFG, LLC 22220.00%0.02%0.06%Q1 2019Q2 202422
Country Club Trust Company, n.a. 1390.03%0.20%0.60%Q4 2015Q4 202122
Old Port Advisors 1840.11%0.37%0.94%Q4 2018Q2 202422
Guidance Point Advisors, LLC 22220.07%1.43%2.00%Q4 2018Q1 202422
Valmark Advisers, Inc. 1610.01%0.02%0.06%Q2 2013Q2 202422
Pinnacle Family Advisors, LLC 1330.16%0.29%0.58%Q1 2017Q3 202322
Black Diamond Financial, LLC 22220.05%0.19%0.38%Q4 2018Q1 202422
Busey Bank 2020.03%0.39%0.98%Q1 2018Q2 202422
WealthTrust-Arizona, LLC 1290.00%0.12%0.21%Q2 2013Q4 201821
Castle Rock Wealth Management, LLC 1340.07%0.40%0.92%Q4 2017Q4 202321
Elm Partners Management LLC 21210.00%0.60%1.73%Q4 2018Q4 202321
Fieldpoint Private Securities, LLC 2010.51%1.32%2.28%Q1 2017Q2 202221
NICOLET ADVISORY SERVICES, LLC 21210.02%0.17%0.41%Q1 2019Q1 202421
IMA Advisory Services, Inc. 21210.00%0.00%0.01%Q2 2018Q2 202321
Joseph P. Lucia & Associates, LLC 1560.08%0.21%0.45%Q1 2019Q2 202421
DUBUQUE BANK & TRUST CO 21210.00%0.01%0.03%Q1 2014Q1 201921
TWO SIGMA SECURITIES, LLC 510.00%0.17%2.66%Q3 2015Q2 202421
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21210.00%0.00%0.00%Q2 2019Q2 202421
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 21210.01%0.60%2.56%Q2 2019Q2 202421
Covington Capital Management 21210.11%0.16%0.26%Q3 2017Q3 202221
Granite Investment Partners, LLC 1410.00%0.01%0.05%Q2 2018Q2 202421
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1830.00%0.12%0.22%Q4 2016Q2 202421
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2010.01%0.02%0.04%Q3 2018Q1 202421
Johnson Financial Group, Inc. 1710.00%0.01%0.02%Q1 2015Q4 202221
Private Portfolio Partners LLC 2010.05%1.73%2.35%Q4 2018Q1 202421
Mitsubishi UFJ Trust & Banking Corp 1310.00%0.29%1.69%Q2 2013Q1 202421
Burleson & Company, LLC 21210.32%0.66%0.99%Q4 2017Q4 202221
WESPAC Advisors, LLC 810.17%1.36%5.09%Q4 2013Q2 202221
New Capital Management LP 1830.05%1.55%7.02%Q4 2016Q1 202221
Live Your Vision, LLC 21210.01%0.12%0.20%Q1 2014Q1 201921
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1470.10%0.20%0.32%Q1 2019Q2 202421
Financial Enhancement Group LLC 21210.00%0.56%5.52%Q3 2017Q3 202221
Pacific Center for Financial Services 21210.00%0.00%0.00%Q4 2016Q4 202121
Savant Capital, LLC 21210.01%0.05%0.15%Q2 2019Q2 202421
TrinityPoint Wealth, LLC 2010.04%0.30%0.96%Q4 2018Q2 202421
RDA Financial Network 1740.09%0.30%0.90%Q1 2019Q2 202421
Stordahl Capital Management, Inc. 2010.06%0.20%0.30%Q4 2017Q1 202321
Trek Financial, LLC 1740.07%0.38%1.06%Q1 2019Q2 202421
WASHINGTON TRUST BANK 21210.00%0.02%0.12%Q1 2014Q1 201921
TOTH FINANCIAL ADVISORY CORP 1190.00%0.00%0.01%Q4 2017Q2 202420
DOWLING & YAHNKE LLC 20200.02%0.05%0.06%Q4 2017Q3 202220
Virtue Capital Management, LLC 810.05%0.37%1.34%Q4 2017Q2 202420
THOMASPARTNERS, INC. 20200.02%0.06%0.16%Q2 2013Q1 201820
SALEM INVESTMENT COUNSELORS INC 1620.00%0.01%0.01%Q3 2016Q2 202420
ATLAS CAPITAL ADVISORS LLC 1510.00%0.02%0.12%Q1 2018Q2 202420
ALPS ADVISORS INC 1550.01%0.17%0.27%Q2 2013Q3 201820
Alaska Permanent Capital Management 1910.01%0.99%2.32%Q2 2013Q2 201920
9258 Wealth Management, LLC 20200.03%0.17%0.36%Q3 2019Q2 202420
Claraphi Advisory Network, LLC 10100.09%0.70%1.54%Q4 2017Q4 202220
Forvis Mazars Wealth Advisors, LLC 1910.03%0.08%0.18%Q3 2013Q3 202320
All Terrain Financial Advisors, LLC 10100.09%0.14%0.23%Q4 2017Q2 202420
Stonehearth Capital Management, LLC 1190.18%1.86%6.82%Q4 2014Q2 202220
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.21%0.37%Q1 2016Q4 202020
Financial Planning & Information Services, Inc. 1820.05%0.19%0.93%Q4 2013Q1 202220
TRUSTCORE FINANCIAL SERVICES, LLC 1640.02%0.05%0.09%Q4 2017Q4 202220
CENTAURUS FINANCIAL, INC. 20200.02%0.07%0.38%Q4 2017Q3 202220
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1730.00%0.92%2.16%Q1 2018Q3 202320
CONNING INC. 20200.01%0.07%0.12%Q3 2016Q2 202120
Csenge Advisory Group 1640.00%0.41%0.94%Q4 2017Q2 202420
Wealth Advisors of Tampa Bay, LLC 20200.14%0.35%0.57%Q4 2017Q3 202220
Windhaven Investment Management, Inc. 20201.59%3.79%7.16%Q2 2013Q1 201820
BREWIN DOLPHIN LTD 20200.02%0.03%0.04%Q3 2017Q2 202220
Bull Street Advisors, LLC 20201.59%2.93%4.24%Q3 2019Q2 202420
ALLIANCEBERNSTEIN L.P. 1610.00%0.00%0.00%Q2 2013Q2 202420
WEALTHCARE CAPITAL MANAGEMENT LLC 1410.00%3.11%8.54%Q3 2014Q1 202220
SVB WEALTH LLC 20200.00%0.05%0.15%Q3 2019Q2 202420
MAR VISTA INVESTMENT PARTNERS LLC 20200.01%0.01%0.02%Q1 2013Q4 201720
Vantage Investment Advisors, LLC 20200.00%0.55%2.76%Q4 2013Q3 201820
American Portfolios Advisors 20200.25%0.38%0.53%Q4 2017Q3 202220
Acorn Wealth Advisors, LLC 1730.11%0.28%0.48%Q4 2017Q2 202420
VIEWPOINT INVESTMENT PARTNERS CORP 20201.01%15.15%47.22%Q3 2019Q2 202420
BRAVE ASSET MANAGEMENT INC 20200.00%0.29%0.95%Q4 2013Q3 201820
Claro Advisors LLC 20200.08%0.25%0.35%Q4 2018Q3 202320
FIFTH THIRD SECURITIES, INC. 810.17%1.22%2.41%Q1 2016Q1 202420
Mascoma Wealth Management LLC 1210.00%0.08%0.15%Q4 2016Q2 202420
QUADRANT CAPITAL GROUP LLC 1730.00%0.02%0.10%Q2 2015Q2 202420
Starfire Investment Advisers, Inc. 10100.62%2.10%3.59%Q1 2015Q2 202020
EP Wealth Advisors, LLC 1910.02%0.10%0.38%Q1 2015Q2 202420
MCF Advisors LLC 810.00%0.05%0.15%Q4 2011Q2 202420
RVW Wealth, LLC 20200.08%0.13%0.20%Q1 2019Q4 202320
Windham Capital Management, LLC 1320.05%1.42%4.24%Q1 2014Q2 202420
COMERICA SECURITIES,INC. 19190.08%0.50%2.12%Q1 2019Q3 202319
Equitable Holdings, Inc. 19190.11%0.19%0.30%Q4 2019Q2 202419
TD PRIVATE CLIENT WEALTH LLC 19190.07%0.28%0.51%Q4 2019Q2 202419
Stadion Money Management, LLC 1810.04%0.14%0.17%Q2 2014Q2 202119
Apexium Financial, LP 19190.10%0.21%0.43%Q4 2019Q2 202419
Hudock, Inc. 730.00%0.02%0.08%Q2 2013Q4 202119
Samalin Investment Counsel, LLC 19191.33%2.88%5.55%Q4 2019Q2 202419
Bank of Marin 19190.66%0.94%1.12%Q4 2019Q2 202419
BELLEVUE ASSET MANAGEMENT, LLC 19190.01%0.01%0.02%Q4 2019Q2 202419
Key FInancial Inc 19190.03%0.18%0.34%Q4 2019Q2 202419
Venture Visionary Partners LLC 19190.02%0.05%0.11%Q4 2019Q2 202419
ROCKEFELLER FINANCIAL SERVICES INC 19190.05%0.23%0.30%Q2 2013Q4 201719
Kingsview Wealth Management, LLC 1540.02%0.14%0.36%Q3 2018Q2 202419
MOSELEY INVESTMENT MANAGEMENT INC 19190.14%0.55%1.01%Q1 2019Q3 202319
Integrated Advisors Network LLC 19190.09%0.58%2.02%Q4 2019Q2 202419
Lido Advisors, LLC 19190.00%0.01%0.02%Q4 2019Q2 202419
Soltis Investment Advisors LLC 19190.29%2.67%5.21%Q4 2019Q2 202419
Orion Portfolio Solutions, LLC 19190.01%0.10%0.72%Q4 2019Q2 202419
Alhambra Investment Management LLC 19190.29%1.83%5.78%Q4 2019Q2 202419
Element Wealth, LLC 19190.03%0.16%0.25%Q4 2019Q2 202419
HBC Financial Services, PLLC 19190.01%0.07%0.09%Q4 2019Q2 202419
Choate Investment Advisors 1810.01%0.03%0.09%Q2 2014Q2 202419
Mine & Arao Wealth Creation & Management, LLC. 19190.32%0.51%0.78%Q4 2019Q2 202419
Carmichael Hill & Associates, Inc. 19190.01%0.07%0.12%Q4 2019Q2 202419
Premise Capital, LLC 19190.04%4.41%12.65%Q4 2015Q2 202019
Western Wealth Management, LLC 1110.02%0.38%3.03%Q4 2018Q4 202319
Matson Money. Inc. 19191.84%5.27%6.92%Q4 2019Q2 202419
Gs Investments, Inc. 1310.26%0.42%0.54%Q2 2017Q3 202219
Capital Wealth Alliance, LLC 19190.21%0.72%1.20%Q4 2019Q2 202419
BALLAST ADVISORS LLC 19190.05%0.21%0.42%Q4 2019Q2 202419
Independent Family Office, LLC 19191.24%2.80%4.03%Q4 2019Q2 202419
IFC Holdings Incorporated/FL 19190.21%0.52%1.21%Q2 2013Q4 201719
Hexavest Inc. 19190.00%0.01%0.02%Q4 2016Q2 202119
AXA S.A. 1630.00%0.01%0.02%Q4 2015Q1 202219
FAS Wealth Partners, Inc. 19190.00%0.00%0.00%Q4 2019Q2 202419
GeoWealth Management, LLC 19190.00%0.14%0.79%Q4 2019Q2 202419
Centered Wealth LLC dba Miller Equity Capital Advisors 19190.41%0.61%0.83%Q4 2019Q2 202419
Almanack Investment Partners, LLC. 1450.03%0.65%2.83%Q4 2016Q2 202219
Clarus Wealth Advisors 1810.12%0.67%2.05%Q4 2017Q3 202219
Lumina Fund Management LLC 19190.06%0.10%0.14%Q2 2013Q4 201719
S.A. Mason LLC 19190.22%0.46%0.76%Q4 2019Q2 202419
Israel Discount Bank of New York 1721.29%1.77%2.40%Q1 2017Q4 202119
Cresset Asset Management, LLC 1720.00%0.01%0.02%Q4 2018Q2 202419
HEADINVEST, LLC 1540.10%0.12%0.14%Q3 2018Q2 202419
Disciplined Investments, LLC 19190.11%0.34%0.67%Q4 2019Q2 202419
TOMPKINS FINANCIAL CORP 1010.00%0.02%0.13%Q2 2013Q2 202419
Global Financial Private Client, LLC 19190.00%0.90%1.57%Q4 2019Q2 202419
Investors Research Corp 19190.00%0.00%0.01%Q4 2019Q2 202419
CHEMICAL BANK 19190.08%0.14%0.21%Q4 2014Q2 201919
Pinnacle Bancorp, Inc. 1090.01%0.12%0.33%Q4 2018Q2 202419
JANUS HENDERSON GROUP PLC 1810.00%0.01%0.03%Q1 2014Q2 202019
SIMON QUICK ADVISORS, LLC 1510.00%0.06%0.14%Q1 2017Q2 202419
SPRENG CAPITAL MANAGEMENT, INC. 19190.11%0.25%0.44%Q4 2019Q2 202419
IAG Wealth Partners, LLC 19190.00%0.01%0.02%Q4 2019Q2 202419
First Command Bank 1450.00%0.01%0.06%Q4 2016Q1 202219
First Command Financial Services, Inc. 1450.00%0.01%0.04%Q4 2016Q1 202219
Cordant, Inc. 19190.76%1.14%1.47%Q4 2019Q2 202419
BOENNING & SCATTERGOOD, INC. 19190.14%0.18%0.32%Q2 2018Q4 202219
SII INVESTMENTS INC/WI 19190.36%1.11%1.90%Q2 2013Q4 201719
Banque Cantonale Vaudoise 19190.00%0.01%0.08%Q4 2019Q2 202419
Private Capital Group, LLC 19190.03%0.12%0.29%Q4 2017Q2 202219
GILL CAPITAL PARTNERS, LLC 1810.31%0.55%0.77%Q4 2018Q2 202419
Aptus Capital Advisors, LLC 19190.00%0.00%0.01%Q4 2019Q2 202419
TOTAL INVESTMENT MANAGEMENT INC 18180.04%3.05%5.97%Q4 2019Q1 202418
Rosenberg Matthew Hamilton 18180.05%0.28%1.10%Q1 2020Q2 202418
Gladstone Institutional Advisory LLC 1440.03%0.10%0.18%Q2 2019Q2 202418
Peregrine Asset Advisers, Inc. 830.16%1.16%5.01%Q1 2013Q1 202418
J.W. COLE ADVISORS, INC. 1170.05%0.48%1.17%Q4 2019Q2 202418
Round Table Services, LLC 18180.23%0.49%0.88%Q2 2018Q3 202218
Dorsey & Whitney Trust CO LLC 1410.06%0.13%0.28%Q2 2013Q2 202418
INVESTMENT CENTERS OF AMERICA INC 18180.29%0.61%1.81%Q2 2013Q3 201718
Bank Julius Baer & Co. Ltd, Zurich 18180.16%0.42%0.82%Q1 2020Q2 202418
Procyon Advisors, LLC 18180.12%0.64%1.28%Q1 2020Q2 202418
Vectors Research Management, LLC 1170.01%0.27%0.80%Q3 2018Q2 202318
OSAIC HOLDINGS, INC. 18180.10%0.33%0.63%Q1 2020Q2 202418
Faithward Advisors, LLC 1440.00%0.40%4.67%Q4 2019Q2 202418
AMP Capital Investors Ltd 1210.01%0.86%1.60%Q4 2015Q1 202118
TOEWS CORP /ADV 610.73%5.75%20.35%Q3 2016Q4 202118
StoneX Group Inc. 1350.08%0.18%0.30%Q2 2017Q4 202118
N.E.W. Advisory Services LLC 1710.05%0.21%0.56%Q4 2019Q2 202418
BOURGEON CAPITAL MANAGEMENT LLC 18180.01%0.02%0.06%Q3 2019Q4 202318
CAROLINAS WEALTH CONSULTING LLC 18180.02%0.03%0.06%Q1 2020Q2 202418
Sunesis Advisors, LLC 18181.18%1.73%2.09%Q3 2018Q4 202218
J. W. Coons Advisors, LLC 18180.12%0.29%0.44%Q1 2020Q2 202418
Apollon Wealth Management, LLC 1420.02%0.10%0.32%Q3 2019Q2 202418
Hills Bank & Trust Co 1710.01%0.02%0.10%Q3 2015Q2 202418
Magnus Financial Group LLC 18180.04%0.26%0.46%Q4 2018Q1 202318
NATIONAL PLANNING CORP 18180.11%0.20%0.40%Q2 2013Q3 201718
Gray Wealth Management Inc. 18181.88%4.00%5.62%Q1 2020Q2 202418
Westover Capital Advisors, LLC 18180.82%1.00%1.81%Q2 2013Q3 201718
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.00%0.11%0.64%Q2 2015Q3 201918
LS Investment Advisors, LLC 1310.00%0.01%0.02%Q2 2013Q4 201918
RBA Wealth Management, LLC 1080.08%0.27%0.88%Q1 2019Q1 202418
Weaver Consulting Group 18180.00%0.25%0.69%Q1 2019Q2 202318
PRIO WEALTH LIMITED PARTNERSHIP 18180.01%0.01%0.01%Q3 2019Q4 202318
TRANSCEND CAPITAL ADVISORS, LLC 1620.04%0.09%0.18%Q4 2019Q2 202418
Gemmer Asset Management LLC 18180.00%0.01%0.03%Q4 2017Q1 202218
MAKENA CAPITAL MANAGEMENT LLC 1441.01%2.08%6.31%Q2 2015Q3 202018
VERITY Wealth Advisors 18180.60%1.03%1.49%Q4 2018Q1 202318
Commonwealth Equity Services, Inc 18180.18%0.28%0.74%Q2 2013Q3 201718
PINNACLE FINANCIAL PARTNERS INC 1110.00%0.00%0.01%Q1 2018Q2 202418
EXCALIBUR MANAGEMENT CORP 18180.09%0.18%0.35%Q4 2019Q1 202418
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 18180.04%0.15%0.32%Q1 2020Q2 202418
Biltmore Family Office, LLC 940.00%0.19%1.15%Q4 2017Q3 202318
GOULD ASSET MANAGEMENT LLC /CA/ 1220.07%0.43%2.26%Q2 2013Q2 202417
Wealth Alliance 1340.04%1.29%8.27%Q4 2019Q2 202417
EVOKE WEALTH, LLC 1510.06%3.26%5.67%Q3 2019Q1 202417
Belmont Capital, LLC 17170.02%0.05%0.08%Q4 2019Q4 202317
MOULTON WEALTH MANAGEMENT, INC 17170.47%4.18%10.94%Q4 2019Q4 202317
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.00%Q2 2013Q3 202317
IFG Advisors, LLC 17170.13%0.34%0.64%Q3 2019Q3 202317
ASPIRIANT, LLC 920.02%0.04%0.11%Q2 2013Q4 202017
Retirement Group, LLC 1610.00%0.02%0.10%Q4 2019Q1 202417
Barrington Strategic Wealth Management Group LLC 1611.03%1.93%4.96%Q2 2013Q3 201717
TCTC Holdings, LLC 17170.01%0.01%0.03%Q2 2020Q2 202417
Rex Capital Advisors, LLC 17170.17%0.19%0.21%Q4 2016Q4 202017
AMG National Trust Bank 17170.04%0.07%0.11%Q2 2020Q2 202417
Wellington Shields Capital Management, LLC 17170.03%0.04%0.05%Q2 2013Q2 201717
Full Sail Capital, LLC 1250.52%2.39%4.22%Q4 2018Q2 202417
Ashton Thomas Private Wealth, LLC 1610.01%0.25%0.81%Q4 2019Q2 202417
Baldrige Asset Management LLC 17171.32%1.90%2.57%Q1 2019Q1 202317
Perkins Coie Trust Co 1610.00%0.01%0.01%Q2 2015Q3 202317
Clean Yield Group 1340.02%0.03%0.05%Q1 2020Q2 202417
Partnervest Advisory Services LLC 610.09%0.13%0.39%Q2 2013Q3 202017
WFG Advisors, LP 17170.02%0.10%0.26%Q2 2013Q2 201717
CreativeOne Wealth, LLC 17170.09%0.52%1.52%Q2 2020Q2 202417
Maltin Wealth Management, Inc. 17170.00%0.35%0.54%Q4 2019Q4 202317
Redhawk Wealth Advisors, Inc. 1610.00%0.34%1.59%Q2 2019Q4 202317
TimeScale Financial, Inc. 17170.01%0.01%0.01%Q2 2019Q2 202317
ING GROEP NV 1010.02%0.29%1.32%Q4 2017Q3 202317
Fernwood Investment Management, LLC 1010.00%0.18%0.41%Q4 2013Q1 202417
Prudent Man Advisors, LLC 17170.13%0.16%0.30%Q2 2020Q2 202417
Intellectus Partners, LLC 1220.00%0.13%0.29%Q4 2016Q1 202317
Paradigm Financial Advisors, LLC 1610.01%1.96%4.89%Q1 2014Q4 202117
B. Riley Wealth Management, Inc. 610.00%0.07%0.17%Q1 2014Q2 202217
Stonebridge Capital Advisors LLC 1250.00%0.02%0.03%Q2 2019Q3 202317
Measured Wealth Private Client Group, LLC 1610.11%0.67%1.31%Q3 2017Q1 202217
DAVIDSON INVESTMENT ADVISORS 1610.00%0.04%0.07%Q2 2013Q1 201917
Abacus Planning Group, Inc. 17170.06%0.10%0.17%Q2 2019Q2 202317
TRUST CO OF VERMONT 910.04%0.09%0.13%Q4 2019Q2 202417
Mattern Wealth Management LLC 17170.10%0.17%0.22%Q2 2020Q2 202417
SteelPeak Wealth, LLC 1340.10%0.36%1.10%Q4 2019Q2 202417
MONETA GROUP INVESTMENT ADVISORS LLC 1110.00%0.02%0.04%Q1 2018Q2 202417
WEATHERLY ASSET MANAGEMENT L. P. 830.02%0.04%0.07%Q1 2016Q1 202217
Apella Capital, LLC 1250.03%0.24%0.68%Q1 2020Q2 202417
Brick & Kyle, Associates 1510.22%0.77%1.18%Q4 2014Q2 201917
Ruggie Capital Group 1410.18%0.37%0.72%Q4 2014Q3 201917
Beacon Financial Advisory LLC 17170.16%0.33%0.50%Q4 2019Q4 202317
Sunburst Financial Group, LLC 17170.08%0.54%0.99%Q4 2019Q4 202317
Wealth Advisory Solutions, LLC 520.06%0.20%0.59%Q4 2019Q2 202416
Hexagon Capital Partners LLC 16160.02%0.10%0.16%Q3 2020Q2 202416
Visionary Wealth Advisors 16160.14%0.34%0.71%Q3 2020Q2 202416
Summit X, LLC 1110.04%0.43%0.80%Q2 2017Q2 202416
Windsor Capital Management, LLC 1210.08%1.57%3.00%Q2 2013Q2 202416
TIAA CREF TRUST CO FSB/MO 161610.80%11.69%12.60%Q2 2013Q1 201716
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 840.01%0.12%1.17%Q2 2013Q1 202116
Rock Creek Group, LP 16160.16%3.54%8.68%Q3 2020Q2 202416
Cedar Brook Financial Partners, LLC 16160.09%0.23%0.39%Q2 2020Q1 202416
CENTRAL BANK & TRUST CO 1010.00%0.01%0.03%Q2 2013Q4 202216
Quad-Cities Investment Group, LLC 1060.04%0.59%1.69%Q2 2018Q4 202216
Mosaic Financial Partners, Inc. 16160.24%0.62%1.37%Q2 2013Q1 201716
JEPPSON WEALTH MANAGEMENT, LLC 16160.18%1.22%3.33%Q3 2020Q2 202416
RWA WEALTH PARTNERS, LLC 620.01%0.17%0.76%Q1 2017Q2 202416
Stone House Investment Management, LLC 1120.02%1.15%3.62%Q4 2016Q2 202416
IBEX WEALTH ADVISORS 1010.06%0.20%0.86%Q3 2016Q4 202216
Armor Investment Advisors, LLC 16160.01%0.13%0.43%Q3 2020Q2 202416
LPWM LLC 16160.17%0.38%0.55%Q3 2020Q2 202416
JUNCTURE WEALTH STRATEGIES, LLC 1420.14%0.27%0.42%Q3 2016Q3 202016
3EDGE Asset Management, LP 610.00%7.48%12.76%Q4 2016Q2 202416
Arkadios Wealth Advisors 1220.00%0.05%0.27%Q4 2019Q2 202416
Wealthspire Advisors, LLC 1510.00%0.01%0.03%Q4 2018Q2 202416
Kestra Advisory Services, LLC 16160.06%0.30%0.57%Q3 2020Q2 202416
Penobscot Investment Management Company, Inc. 16160.03%0.43%0.82%Q3 2020Q2 202416
WealthPLAN Partners, LLC 510.00%0.08%0.55%Q1 2015Q4 202316
Walkner Condon Financial Advisors LLC 16160.05%0.35%1.05%Q3 2020Q2 202416
ACCESS FINANCIAL SERVICES, INC. 16160.23%1.15%5.08%Q2 2017Q1 202116
Whitegate Investment Counselors, Inc. 16160.04%0.09%0.12%Q4 2017Q3 202116
Cerity Partners OCIO LLC 1020.01%0.07%0.34%Q2 2013Q4 202216
Connecticut Wealth Management, LLC 1330.06%0.12%0.19%Q2 2019Q3 202316
CSS LLC/IL 710.01%0.01%0.03%Q4 2014Q2 202416
CAMBRIDGE TRUST CO 1060.00%0.01%0.03%Q4 2013Q1 202416
Integrated Investment Consultants, LLC 710.03%0.12%0.57%Q1 2016Q4 202316
Glassman Wealth Services 710.00%0.01%0.16%Q3 2016Q2 202416
Ford Financial Group, LLC 1510.04%0.67%1.21%Q4 2017Q4 202116
Wealth Quarterback LLC 910.25%2.81%6.68%Q1 1987Q2 202416
LAKE STREET PRIVATE WEALTH, LLC 16160.16%0.97%1.77%Q3 2019Q2 202316
Friedenthal Financial 830.01%0.44%3.91%Q4 2013Q2 202416
KESTRA PRIVATE WEALTH SERVICES, LLC 16160.02%0.11%0.21%Q3 2020Q2 202416
BANK HAPOALIM BM 1020.01%0.07%0.15%Q1 2016Q3 202016
Strategic Financial Services, Inc. 16161.72%2.24%2.81%Q4 2018Q3 202216
Strategic Blueprint, LLC 1510.02%0.14%0.24%Q3 2019Q2 202416
CADENCE BANK NA 880.09%0.33%0.57%Q2 2013Q2 201916
Prime Capital Investment Advisors, LLC 1510.00%0.12%0.47%Q1 2019Q2 202416
MINOT CAPITAL, LP 970.16%1.33%3.87%Q4 2018Q2 202316
Aspire Private Capital, LLC 16160.00%0.07%0.22%Q3 2020Q2 202416
Pettinga Financial Advisors LLC 1420.08%0.64%2.06%Q4 2018Q2 202416
Foundations Investment Advisors, LLC 1420.02%0.57%3.58%Q2 2018Q2 202416
Venturi Wealth Management, LLC 650.01%0.17%0.53%Q4 2016Q2 202416
MISSION WEALTH MANAGEMENT, LP 1060.01%0.02%0.03%Q1 2020Q2 202416
STEEL GROVE CAPITAL ADVISORS, LLC 810.04%0.12%0.17%Q2 2013Q2 202215
Bulltick Wealth Management, LLC 15150.05%0.17%0.48%Q4 2020Q2 202415
Principle Wealth Partners LLC 15150.02%0.02%0.03%Q4 2020Q2 202415
Bay Harbor Wealth Management, LLC 910.00%0.58%1.60%Q4 2018Q2 202415
BlackRock Japan Co. Ltd 15150.01%0.01%0.01%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.03%0.06%0.09%Q2 2013Q4 201615
Prosperity Planning, Inc. 15150.38%0.67%0.96%Q4 2020Q2 202415
MSI Financial Services Inc 15150.16%0.41%1.48%Q2 2013Q4 201615
Wagner Wealth Management, LLC 1320.00%0.00%0.02%Q2 2018Q4 202315
SOA Wealth Advisors, LLC. 15150.04%0.06%0.07%Q4 2020Q2 202415
Founders Financial Alliance, LLC 15150.04%0.09%0.41%Q3 2020Q1 202415
Avidian Wealth Enterprises, LLC 920.01%0.26%0.57%Q3 2016Q2 202415
BlackRock Fund Advisors 15150.14%0.17%0.21%Q2 2013Q4 201615
TAP Consulting, LLC 810.08%0.54%3.16%Q1 2019Q3 202315
Renasant Bank 15150.36%1.18%1.80%Q4 2020Q2 202415
FLOW TRADERS U.S. LLC 310.06%0.79%3.25%Q3 2016Q2 202415
Deane Retirement Strategies, Inc. 1120.13%3.15%10.68%Q3 2016Q1 202415
EATON VANCE MANAGEMENT 15150.00%0.00%0.00%Q1 2019Q3 202215
CEDAR CAPITAL, LLC 1140.11%0.26%0.61%Q4 2015Q3 202115
Mayflower Financial Advisors, LLC 15150.07%0.12%0.16%Q4 2020Q2 202415
Antonetti Capital Management LLC 960.01%0.04%0.13%Q2 2013Q3 202315
Oder Investment Management, LLC 15150.43%0.53%0.66%Q4 2020Q2 202415
Emerson Wealth, LLC 15150.16%3.44%8.93%Q4 2018Q2 202215
MTM Investment Management, LLC 15150.00%0.01%0.02%Q4 2020Q2 202415
Icon Wealth Partners, LLC 630.03%0.32%0.92%Q4 2017Q3 202315
AdvicePeriod, LLC 15150.02%0.04%0.06%Q4 2017Q2 202115
Planned Solutions, Inc. 1140.12%2.41%6.57%Q3 2020Q2 202415
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1230.00%0.00%0.00%Q4 2019Q2 202415
Risk Paradigm Group, LLC 1230.01%2.16%7.80%Q1 2015Q4 201815
Colony Family Offices, LLC 15150.06%0.17%0.36%Q4 2020Q2 202415
SEI INVESTMENTS CO 1210.00%0.00%0.00%Q4 2014Q1 201915
Glenview Trust Co 1320.01%0.02%0.03%Q4 2019Q2 202415
Journey Advisory Group, LLC 15150.06%0.11%0.21%Q4 2020Q2 202415
Main Street Financial Solutions, LLC 15150.02%0.16%0.32%Q4 2020Q2 202415
BLACKROCK ADVISORS LLC 15150.00%0.02%0.09%Q2 2013Q4 201615
Sovereign Financial Group, Inc. 15150.32%0.77%1.04%Q4 2020Q2 202415
RONALD BLUE & CO LLC 870.02%0.22%1.51%Q3 2013Q2 201715
Vestmark Advisory Solutions, Inc. 1410.01%0.08%0.16%Q3 2019Q2 202315
CIM, LLC 15152.25%2.57%2.80%Q3 2020Q1 202415
IVC Wealth Advisors LLC 15150.43%1.93%4.15%Q4 2020Q2 202415
Curran Financial Partners, LLC 15150.65%3.14%6.79%Q4 2020Q2 202415
Polaris Wealth Advisory Group, LLC 910.00%0.99%4.63%Q1 2014Q4 202115
Concord Wealth Partners 15150.01%0.11%0.31%Q4 2020Q2 202415
Florin Court Capital LLP 810.61%3.22%8.54%Q2 2018Q2 202415
Accel Wealth Management 15150.13%0.54%0.73%Q4 2020Q2 202415
Vontobel Holding Ltd. 15150.01%0.01%0.02%Q4 2020Q2 202415
Advisor Group, Inc. 15150.15%0.24%0.42%Q2 2016Q4 201915
Charter Oak Capital Management, LLC 15150.04%0.42%0.75%Q4 2020Q2 202415
SHELTON CAPITAL MANAGEMENT 960.01%0.02%0.04%Q2 2013Q1 201815
Safeguard Investment Advisory Group, LLC 15150.29%2.67%7.35%Q4 2020Q2 202415
Parasol Investment Management, LLC 15150.15%5.47%8.37%Q3 2013Q1 201715
Cerity Partners LLC 15150.02%0.08%0.28%Q4 2020Q2 202415
Bath Savings Trust Co 15150.04%0.11%0.15%Q4 2020Q2 202415
FormulaFolio Investments, LLC 1410.00%0.10%0.25%Q1 2017Q2 202115
Grove Bank & Trust 1140.01%0.90%2.20%Q4 2015Q3 202315
Laurel Wealth Advisors, Inc. 15150.04%0.16%0.33%Q2 2019Q4 202215
Portland Global Advisors LLC 15150.09%0.15%0.20%Q2 2014Q4 201715
West Financial Advisors, LLC 15151.93%2.61%3.54%Q4 2020Q2 202415
PLIMOTH TRUST CO LLC 15150.18%0.23%0.27%Q4 2017Q2 202115
Simmons Bank 810.08%0.15%0.26%Q1 2016Q4 202015
Inscription Capital, LLC 15150.03%0.12%0.20%Q4 2020Q2 202415
CI INVESTMENTS INC. 15150.38%0.70%0.92%Q4 2020Q2 202415
Legacy Financial Group LLC 15152.39%3.96%5.15%Q4 2020Q2 202415
TD Capital Management LLC 1410.00%0.03%0.03%Q3 2017Q2 202415
WNY Asset Management, LLC 15150.14%3.75%13.70%Q4 2020Q2 202415
Virtu KCG Holdings LLC 950.01%0.42%3.75%Q3 2013Q1 201714
Piscataqua Savings Bank 14140.01%0.01%0.02%Q1 2021Q2 202414
Parkside Investments, LLC 510.08%1.01%1.98%Q1 2017Q1 202314
MONROE BANK & TRUST/MI 630.03%0.24%1.09%Q2 2013Q2 201714
NatWest Group plc 1040.00%0.05%0.13%Q2 2013Q4 201614
Kelly Financial Services LLC 14140.01%2.06%5.74%Q1 2021Q2 202414
Wealthstreet Investment Advisors, LLC 14140.12%0.18%0.25%Q4 2017Q1 202114
Sterling Financial Planning, Inc. 14140.03%0.54%1.28%Q1 2021Q2 202414
FCG ADVISORS, LLC 1310.07%2.11%3.70%Q2 2013Q2 201714
CITIZENS & NORTHERN CORP 14140.08%0.10%0.13%Q1 2021Q2 202414
Focus Financial Network, Inc. 510.04%0.10%0.35%Q1 2019Q2 202414
Insight Advisors, LLC/ PA 14140.04%0.16%0.33%Q4 2020Q1 202414
Concert Wealth Management Inc. 14140.04%0.10%0.18%Q2 2013Q3 201614
NewSquare Capital LLC 510.00%0.00%0.02%Q3 2014Q4 202214
Arrow Investment Advisors, LLC 411.40%1.66%2.29%Q1 2017Q2 202414
Occidental Asset Management, LLC 1040.08%1.05%1.71%Q1 2014Q4 202214
Mission Creek Capital Partners, Inc. 770.03%0.10%0.18%Q3 2020Q2 202414
PROFFITT & GOODSON INC 14141.75%2.82%3.65%Q2 2020Q3 202314
Financial & Tax Architects, LLC 14140.94%1.77%2.31%Q1 2021Q2 202414
Geneva Partners, LLC 810.22%2.11%3.57%Q2 2016Q1 202214
Charles Schwab Trust Co 1130.05%1.39%2.67%Q3 2020Q2 202414
AMERICAN INTERNATIONAL GROUP, INC. 1220.02%0.09%0.44%Q2 2013Q2 202114
Centric Wealth Management 14140.08%0.28%1.96%Q4 2018Q1 202214
First Command Advisory Services, Inc. 1010.00%0.00%0.00%Q4 2017Q2 202414
GREAT VALLEY ADVISOR GROUP, INC. 14140.17%0.53%0.94%Q1 2021Q2 202414
GREENLEAF TRUST 710.00%0.02%0.06%Q2 2013Q4 202314
Insight Wealth Partners, LLC 14140.66%3.21%7.58%Q1 2021Q2 202414
Argentus Capital Management, LLC 14140.05%0.23%0.35%Q2 2013Q3 201614
Ellevest, Inc. 1010.00%0.02%0.03%Q1 2019Q2 202314
CHATHAM CAPITAL GROUP, INC. 14140.10%2.85%6.01%Q3 2014Q4 201714
PIN OAK INVESTMENT ADVISORS INC 950.00%0.00%0.01%Q4 2017Q2 202414
STRATEGY ASSET MANAGERS LLC 610.05%0.11%0.20%Q3 2015Q3 202314
Invst, LLC 730.04%1.58%4.65%Q1 2020Q2 202414
CALDWELL & ORKIN INC 14140.38%2.25%6.14%Q2 2014Q3 201714
Tradition Wealth Management, LLC 14140.01%0.19%0.49%Q1 2021Q2 202414
RICE HALL JAMES & ASSOCIATES, LLC 14140.02%0.08%0.14%Q2 2013Q3 201614
Proficio Capital Partners LLC 630.00%1.16%5.57%Q2 2018Q2 202414
CMG Global Holdings, LLC 14140.89%1.42%2.12%Q1 2021Q2 202414
Palumbo Wealth Management LLC 14142.57%5.09%6.59%Q1 2021Q2 202414
Wills Financial Group, Inc. 14140.09%2.49%3.48%Q2 2020Q3 202314
Bridge Advisory, LLC 14141.78%10.80%15.52%Q4 2020Q1 202414
Berger Financial Group, Inc 770.02%0.37%4.52%Q4 2020Q2 202414
ProVise Management Group, LLC 1310.04%0.39%1.44%Q2 2013Q2 202414
RIDGECREST WEALTH PARTNERS, LLC 14140.12%0.65%1.77%Q1 2021Q2 202414
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 14140.04%4.76%8.49%Q1 2017Q2 202014
Crewe Advisors LLC 1020.00%0.03%0.07%Q1 2019Q2 202414
QUATTRO FINANCIAL ADVISORS LLC 730.02%1.58%4.58%Q1 2017Q1 202414
Norway Savings Bank 14140.03%0.35%0.59%Q4 2020Q1 202414
Qube Research & Technologies Ltd 810.00%0.30%1.32%Q3 2020Q2 202414
4Thought Financial Group Inc. 14140.26%0.54%1.73%Q1 2021Q2 202414
Ameraudi Asset Management, Inc. 1040.21%2.90%4.64%Q4 2019Q4 202314
CUTLER INVESTMENT COUNSEL LLC 770.06%0.23%0.44%Q2 2013Q3 202314
One Charles Private Wealth Services, LLC 1310.10%0.50%0.85%Q2 2020Q2 202414
Independent Portfolio Consultants, Inc. 14140.13%0.27%0.65%Q1 2014Q2 201714
COREPATH WEALTH PARTNERS LLC 14140.63%3.31%7.55%Q1 2021Q2 202414
Laidlaw Wealth Management LLC 950.11%0.36%1.14%Q4 2019Q4 202314
IPG Investment Advisors LLC 1110.26%0.38%1.13%Q4 2019Q2 202414
IBERIABANK CORP 1220.29%1.39%1.97%Q4 2012Q2 202014
Newbridge Financial Services Group, Inc. 1130.00%0.08%0.21%Q3 2020Q1 202414
Cedar Mountain Advisors, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
Spire Wealth Management 14140.33%0.58%0.89%Q1 2021Q2 202414
Kistler-Tiffany Companies, LLC 810.00%0.03%0.14%Q2 2013Q4 202013
Thomasville National Bank 610.04%0.08%0.16%Q2 2013Q3 202113
Parsec Financial Management, Inc. 13130.02%0.09%0.17%Q1 2020Q1 202313
FMA ADVISORY INC 13130.15%0.45%1.42%Q1 2018Q1 202113
WOLFF WIESE MAGANA LLC 1210.00%0.02%0.03%Q4 2020Q2 202413
TD ASSET MANAGEMENT INC 13130.00%0.00%0.01%Q1 2017Q1 202013
Berkshire Money Management, Inc. 1010.03%4.52%8.56%Q2 2019Q1 202413
MIRSKY FINANCIAL MANAGEMENT CORP. 13131.23%1.61%1.95%Q4 2018Q4 202113
Winfield Associates, Inc. 940.07%0.28%0.43%Q3 2014Q4 201813
Fermata Advisors, LLC 940.22%0.51%1.16%Q1 2021Q2 202413
XML Financial, LLC 13130.26%0.89%2.18%Q4 2019Q4 202213
QUANTUM CAPITAL MANAGEMENT 850.01%0.10%0.28%Q2 2013Q3 202013
Cypress Wealth Services, LLC 940.05%0.33%0.92%Q1 2021Q2 202413
Clarity Financial LLC 850.05%0.08%0.13%Q1 2021Q2 202413
Investors Capital Advisory Services 13130.17%0.24%0.42%Q2 2013Q2 201613
Evolution Wealth Advisors, LLC 920.01%1.40%5.22%Q4 2018Q4 202213
WFA of San Diego, LLC 810.19%0.63%0.94%Q2 2020Q2 202413
TUDOR INVESTMENT CORP ET AL 1010.00%0.40%1.06%Q4 2017Q4 202313
Bank of New Hampshire 13130.00%0.22%0.51%Q2 2021Q2 202413
Guidant Wealth Advisors 13133.08%3.46%4.81%Q3 2016Q3 201913
Delos Wealth Advisors, LLC 13130.00%2.22%10.06%Q2 2021Q2 202413
MEEDER ASSET MANAGEMENT INC 1030.00%0.02%0.09%Q2 2013Q2 202213
HARBOUR INVESTMENTS, INC. 940.05%0.12%0.21%Q1 2021Q2 202413
Yellowstone Partners, LLC 1210.13%0.21%0.31%Q4 2013Q4 201713
Graves Light Lenhart Wealth, Inc. 940.02%0.04%0.07%Q1 2019Q2 202213
Oakworth Capital, Inc. 810.00%0.00%0.00%Q1 2016Q2 202413
Royal Fund Management, LLC 710.00%0.51%1.94%Q1 2017Q4 202213
TFG Advisers LLC 1210.08%0.12%0.14%Q4 2019Q3 202313
FORTE CAPITAL LLC /ADV 1210.07%0.16%0.20%Q3 2014Q4 201713
Counsel Portfolio Services Inc. 13130.55%1.03%1.97%Q2 2013Q2 201613
VSR Financial Services, Inc. 13130.15%0.76%1.26%Q2 2013Q2 201613
MinichMacGregor Wealth Management, LLC 1210.01%0.07%0.13%Q4 2015Q4 202213
SevenBridge Financial Group, LLC 13130.00%0.00%0.00%Q2 2016Q2 201913
Bell Rock Capital LLC 13130.04%0.07%0.17%Q4 2016Q4 201913
Wellesley Investment Partners, LLC 1210.08%1.66%2.42%Q4 2015Q4 201913
Sugarloaf Wealth Management, LLC 13130.02%0.03%0.06%Q4 2019Q4 202213
MATRIX PRIVATE CAPITAL GROUP LLC 940.02%0.75%2.72%Q4 2019Q2 202413
Roundview Capital LLC 13130.06%0.18%0.26%Q2 2020Q2 202313
Van Hulzen Asset Management, LLC 850.18%1.40%3.05%Q4 2016Q4 202213
EPG Wealth Management LLC 820.01%0.02%0.05%Q4 2019Q2 202413
Atwater Malick LLC 1210.01%0.36%0.55%Q3 2019Q2 202413
FIDUCIARY TRUST INTERNATIONAL LLC 13130.20%0.51%0.72%Q2 2017Q2 202013
Leelyn Smith, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
FLPUTNAM INVESTMENT MANAGEMENT CO 13130.04%0.98%1.80%Q2 2021Q2 202413
Jefferies Group LLC 510.00%0.04%0.27%Q1 2014Q2 202213
BARINGS LLC 1210.13%0.53%1.06%Q4 2018Q2 202213
Syntal Capital Partners, LLC 610.11%0.64%5.65%Q1 2014Q1 202413
EASTERN BANK 13130.02%1.57%2.82%Q4 2016Q4 201913
CHARTER RESEARCH & INVESTMENT GROUP, INC. 1120.28%0.32%0.36%Q2 2016Q2 202013
CVA Family Office, LLC 13130.19%0.32%0.48%Q4 2019Q4 202213
Wealthspire Advisors, L.P. 1210.00%0.03%0.08%Q2 2016Q3 202013
Sharkey, Howes & Javer 610.04%0.94%2.81%Q3 2015Q2 202413
Summit Financial Strategies, Inc. 13130.04%0.05%0.09%Q2 2021Q2 202413
Zions Bancorporation 13130.10%0.22%0.30%Q1 2015Q1 201813
UBS AG 660.00%0.03%0.13%Q2 2013Q3 201413
Newfound Research LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
FIRSTMERIT BANK N A TRUSTEE 13130.83%1.09%1.94%Q2 2013Q2 201613
Blueprint Investment Partners LLC 1010.05%1.22%2.56%Q1 2020Q3 202313
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.00%0.02%Q2 2013Q2 201613
Secure Asset Management, LLC 13130.24%0.50%1.50%Q4 2019Q4 202213
Vontobel Swiss Wealth Advisors AG 13131.50%4.20%6.96%Q2 2016Q2 201913
MONEY CONCEPTS CAPITAL CORP 1120.27%0.61%1.38%Q4 2020Q2 202413
Windsor Wealth Management, Inc. 850.04%0.08%0.16%Q2 2018Q3 202313
New Harbor Financial Group, LLC 850.02%0.04%0.06%Q2 2013Q3 201613
MARINER INDEPENDENT ADVISOR NETWORK, LLC 710.08%0.43%0.78%Q4 2014Q3 202213
Virtus Fund Advisers, LLC 13130.01%0.01%0.01%Q2 2014Q2 201713
McKinley Carter Wealth Services, Inc. 12120.02%0.26%0.85%Q1 2021Q4 202312
McAdam, LLC 630.02%0.04%0.06%Q1 2018Q2 202412
Proquility Private Wealth Partners, LLC 12120.08%0.14%0.20%Q4 2020Q3 202312
Pinnacle Wealth Planning Services, Inc. 1110.03%0.04%0.07%Q4 2020Q2 202412
Aprio Wealth Management, LLC 410.04%0.39%0.97%Q4 2019Q1 202412
BlackRock Institutional Trust Company, N.A. 1110.00%0.01%0.02%Q2 2013Q4 201612
Castleview Partners, LLC 1110.00%0.11%0.58%Q2 2021Q2 202412
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.29%0.66%Q4 2018Q3 202112
FINANCIAL CONSULATE, INC 1020.17%0.30%0.42%Q4 2014Q4 201712
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 910.01%0.34%0.66%Q4 2016Q2 202412
KINGS POINT CAPITAL MANAGEMENT 12120.00%0.01%0.01%Q2 2019Q1 202212
RMR Wealth Builders 1110.06%0.14%0.28%Q4 2019Q4 202212
Apeiron RIA LLC 11110.00%0.57%2.50%Q4 2021Q2 202412
Bridgewater Associates 12120.27%1.05%1.81%Q2 2017Q1 202012
Global Wealth Management Investment Advisory, Inc. 1020.00%0.00%0.00%Q4 2018Q2 202212
Renaissance Technologies 310.00%0.01%0.02%Q1 2018Q4 202312
FLAGSTAR ADVISORS INC 12120.18%0.50%0.89%Q3 2021Q2 202412
Stevens First Principles Investment Advisors 12120.00%0.03%0.04%Q3 2016Q2 201912
GenWealth Group, Inc. 12120.11%1.78%2.91%Q3 2017Q2 202012
Danda Trouve Investment Management, Inc. 12120.00%4.36%6.48%Q4 2019Q3 202212
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 840.38%0.44%0.51%Q4 2014Q3 201812
AWM CAPITAL, LLC 12120.14%0.39%0.83%Q3 2021Q2 202412
Karp Capital Management Corp 630.03%0.37%1.10%Q4 2014Q2 202012
AVIANCE CAPITAL MANAGEMENT, LLC 930.00%0.30%0.57%Q2 2013Q1 201912
IMS Capital Management 660.18%0.29%0.42%Q2 2013Q2 202112
Badgley Phelps Wealth Managers, LLC 12120.01%0.02%0.03%Q3 2021Q2 202412
MARSHALL WACE, LLP 930.00%0.05%0.11%Q2 2021Q2 202412
Cutter & CO Brokerage, Inc. 12120.06%0.25%0.35%Q3 2021Q2 202412
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 840.15%0.73%5.10%Q4 2017Q4 202212
HOWLAND CAPITAL MANAGEMENT LLC 12120.03%0.03%0.04%Q2 2013Q1 201612
Mount Lucas Management LP 420.01%0.12%0.26%Q1 2016Q4 201912
Main Management LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
Derbend Asset Management 12120.16%1.68%4.28%Q2 2021Q1 202412
Fullen Financial Group 12120.14%0.17%0.26%Q2 2020Q1 202312
Alerus Investment Advisors Corp 12120.00%0.13%0.88%Q2 2013Q1 201612
True Link Financial Advisors, LLC 12120.18%1.73%4.56%Q4 2020Q3 202312
SlateStone Wealth, LLC 820.03%0.12%0.23%Q1 2020Q1 202412
Apriem Advisors 530.00%0.16%0.94%Q2 2013Q4 201612
HOEY INVESTMENTS, INC 12120.00%0.00%0.00%Q4 2020Q3 202312
SUMITOMO LIFE INSURANCE CO 822.11%4.65%12.15%Q3 2020Q1 202412
FIRST NATIONAL BANK OF OMAHA 12120.02%0.03%0.07%Q2 2013Q1 201612
Steinberg Global Asset Management 810.04%0.94%2.23%Q2 2013Q3 201812
Lenox Wealth Advisors, LLC 810.00%0.04%0.19%Q2 2013Q1 202212
JNBA Financial Advisors 510.00%0.08%0.72%Q2 2013Q4 202212
INGALLS & SNYDER LLC 12120.03%0.03%0.04%Q1 2017Q4 201912
CBIZ Investment Advisory Services, LLC 810.00%2.52%8.65%Q4 2019Q2 202412
Marks Group Wealth Management, Inc 12120.07%0.10%0.14%Q4 2019Q3 202212
TNF LLC 12120.30%1.08%2.26%Q3 2021Q2 202412
Hayden Royal, LLC 840.10%0.36%0.50%Q4 2018Q4 202112
HHM Wealth Advisors, LLC 1020.01%0.05%0.08%Q1 2020Q1 202312
Cribstone Capital Management, LLC 12120.05%0.06%0.07%Q2 2016Q1 201912
Modus Advisors, LLC 12120.11%0.15%0.21%Q4 2019Q3 202212
Itau Unibanco Holding S.A. 610.02%1.01%5.49%Q4 2016Q4 202212
VERUS CAPITAL PARTNERS, LLC 1020.12%0.44%0.85%Q4 2019Q2 202412
Wambolt & Associates, LLC 12120.11%0.48%1.00%Q3 2021Q2 202412
Rodgers Brothers Inc. 12120.03%0.06%0.08%Q3 2021Q2 202412
Hamilton Capital, LLC 1110.02%0.14%0.47%Q4 2018Q2 202212
Day & Ennis, LLC 820.08%0.65%1.53%Q1 2017Q4 202312
Strategic Wealth Investment Group, LLC 1110.12%1.20%1.65%Q2 2021Q2 202412
Chevy Chase Trust Holdings, LLC 1010.00%0.00%0.01%Q3 2013Q3 201812
Bogart Wealth, LLC 410.00%0.00%0.01%Q3 2018Q2 202412
Stokes Family Office, LLC 12120.05%0.59%1.45%Q3 2021Q2 202412
Financial Engines Advisors L.L.C. 12120.00%0.01%0.01%Q3 2021Q2 202412
HOWARD WEALTH MANAGEMENT, LLC 710.01%0.87%1.19%Q4 2019Q2 202312
Goodwin Investment Advisory 610.00%0.37%1.07%Q4 2020Q2 202412
OKABENA INVESTMENT SERVICES INC 12121.13%2.46%4.17%Q4 2019Q3 202212
InTrack Investment Management Inc 11110.26%0.60%1.21%Q4 2020Q2 202311
WealthTrust Fairport, LLC 740.00%0.00%0.01%Q2 2013Q4 201811
Integrity Financial Corp /WA 11110.01%0.03%0.08%Q4 2021Q2 202411
Fortitude Advisory Group L.L.C. 11110.21%0.28%0.34%Q4 2021Q2 202411
HB Wealth Management, LLC 11110.01%0.02%0.04%Q4 2021Q2 202411
GTS SECURITIES LLC 550.00%0.01%0.08%Q2 2023Q2 202411
City State Bank 11110.79%1.16%1.51%Q4 2021Q2 202411
Investment Advisory Group, LLC 11110.12%0.35%0.53%Q4 2021Q2 202411
Virtus Investment Advisers, Inc. 410.04%0.44%1.83%Q2 2013Q4 201711
TILIA FIDUCIARY PARTNERS, INC. 11110.58%2.52%4.04%Q4 2021Q2 202411
Frontier Asset Management, LLC 11110.80%3.30%5.35%Q4 2021Q2 202411
CARDIFF PARK ADVISORS, LLC 11110.08%0.11%0.15%Q4 2021Q2 202411
RS CRUM INC. 11110.14%0.22%0.32%Q4 2021Q2 202411
Gould Capital, LLC 11110.01%0.02%0.02%Q4 2021Q2 202411
Perfromance Wealth Partners, LLC 11110.04%0.16%0.22%Q4 2021Q2 202411
Stone Point Wealth LLC 11110.44%0.63%0.97%Q4 2021Q2 202411
Missouri Trust & Investment Co 11110.00%0.01%0.01%Q4 2021Q2 202411
BROWN, LISLE/CUMMINGS, INC. 11110.01%0.04%0.07%Q4 2021Q2 202411
HRT FINANCIAL LP 310.01%0.11%0.81%Q1 2019Q2 202411
OLIVER LAGORE VANVALIN INVESTMENT GROUP 11110.02%0.58%2.42%Q4 2021Q2 202411
Schechter Investment Advisors, LLC 11110.49%0.60%0.82%Q4 2021Q2 202411
MKT Advisors LLC 11110.14%0.21%0.25%Q4 2021Q2 202411
Viewpoint Capital Management LLC 11110.12%0.19%0.31%Q4 2021Q2 202411
Pinnacle Financial Group, LLC / IL 11110.20%0.42%0.65%Q4 2021Q2 202411
Congress Wealth Management LLC / DE / 11110.02%0.03%0.06%Q4 2021Q2 202411
Cassady Schiller Wealth Management, LLC 11110.02%1.38%3.61%Q4 2021Q2 202411
HAP Trading, LLC 310.00%0.31%1.99%Q2 2020Q4 202211
Stonegate Investment Group, LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
SILVERLAKE WEALTH MANAGEMENT LLC 11110.16%0.48%0.72%Q4 2021Q2 202411
COTTONWOOD CAPITAL ADVISORS, LLC 11110.22%0.26%0.29%Q4 2021Q2 202411
OLYMPUS WEALTH MANAGEMENT, LLC 11112.15%5.04%10.71%Q4 2021Q2 202411
TD Waterhouse Canada Inc. 11110.20%0.22%0.25%Q4 2021Q2 202411
Ameritas Advisory Services, LLC 11110.04%0.10%0.18%Q4 2021Q2 202411
Merrion Investment Management Co, LLC 11110.19%0.66%1.41%Q4 2020Q2 202311
Hanlon Investment Management, Inc. 510.10%0.54%1.09%Q2 2020Q2 202411
DMC Group, LLC 11111.48%2.13%2.54%Q4 2021Q2 202411
Treynor Bancshares, Inc. 11111.75%2.92%3.51%Q4 2021Q2 202411
SELDON CAPITAL LP 11110.50%2.10%7.98%Q4 2021Q2 202411
Keystone Financial Services 11110.46%1.22%2.82%Q4 2021Q2 202411
Sage Advisory Services, Ltd.Co. 310.07%0.97%1.53%Q2 2014Q4 202011
Ameritas Investment Company, LLC 11110.06%0.10%0.15%Q1 2019Q3 202111
Red Wave Investments LLC 11110.09%0.95%2.00%Q4 2021Q2 202411
Litman Gregory Wealth Management LLC 420.02%0.05%0.08%Q2 2020Q3 202311
SFE Investment Counsel 11110.05%0.16%0.40%Q4 2021Q2 202411
Clearview Wealth Advisors LLC 920.01%0.25%1.12%Q4 2020Q1 202411
Boltwood Capital Management 11110.27%0.34%0.41%Q4 2015Q2 201811
DSC Advisors, L.P. 510.04%0.54%1.00%Q3 2014Q2 201911
Rise Advisors, LLC 11110.02%0.12%0.21%Q4 2021Q2 202411
Source Financial Advisors LLC 11110.21%0.89%1.57%Q4 2020Q2 202311
CURIAN CAPITAL LLC 11110.31%0.74%1.96%Q2 2013Q4 201511
NATIXIS 810.00%0.02%0.08%Q4 2016Q2 202111
Tuttle Capital Management, LLC 410.12%0.84%1.81%Q3 2015Q2 202111
Rather & Kittrell, Inc. 11110.96%2.24%3.85%Q4 2021Q2 202411
Lehman Financial Resources, Inc. 11110.02%0.03%0.04%Q1 2013Q3 201511
AFAM CAPITAL, INC. 1010.06%0.13%0.18%Q2 2013Q4 201611
RTD Financial Advisors, Inc. 11111.46%1.87%2.64%Q4 2021Q2 202411
Advisors Preferred, LLC 510.04%0.66%1.92%Q4 2013Q4 202111
Petix & Botte Co 610.07%2.28%4.64%Q4 2019Q1 202411
EQUITEC PROPRIETARY MARKETS, LLC 810.00%0.01%0.02%Q1 2020Q1 202311
COMMERZBANK AKTIENGESELLSCHAFT /FI 11110.01%0.02%0.02%Q4 2016Q2 201911
TI-TRUST, INC 11111.59%1.79%1.93%Q4 2021Q2 202411
PhaseCapital LP 11110.21%1.51%4.01%Q4 2014Q2 201711
First Citizens Financial Corp 11110.17%0.21%0.29%Q4 2019Q2 202211
Pacifica Partners Inc. 710.00%0.02%0.06%Q4 2019Q4 202311
IBBOTSON ASSOCIATES INC 11111.68%2.50%3.77%Q2 2013Q4 201511
NORRIS PERNE & FRENCH LLP/MI 650.03%0.04%0.06%Q1 2014Q1 202211
PRUDENTIAL PLC 910.00%0.01%0.02%Q2 2016Q1 202211
Graypoint LLC 11110.07%0.11%0.16%Q4 2021Q2 202411
CT Financial Advisors LLC 1010.01%0.01%0.02%Q1 2014Q1 201711
ROPES WEALTH ADVISORS LLC 11110.00%0.02%0.05%Q2 2017Q4 201911
D'Orazio & Associates, Inc. 11110.09%0.16%0.23%Q4 2013Q2 201611
tru Independence LLC 710.01%0.23%1.62%Q4 2019Q1 202311
Opera Trading Capital 650.01%0.02%0.03%Q4 2015Q3 201811
VAN STRUM & TOWNE INC. 11110.27%0.30%0.33%Q4 2021Q2 202411
FORT PITT CAPITAL GROUP, LLC 510.00%0.02%0.03%Q4 2016Q2 202111
Capital Asset Advisory Services LLC 830.00%0.18%1.20%Q4 2016Q3 202111
Cable Hill Partners, LLC 11110.01%0.03%0.05%Q3 2016Q1 201911
Pinnacle Summer Investments, Inc. 11110.01%0.02%0.04%Q2 2013Q4 201511
Lindbrook Capital, LLC 610.00%0.01%0.02%Q4 2018Q3 202311
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 920.01%0.07%0.26%Q3 2020Q4 202311
Grandview Asset Management LLC 620.23%0.55%0.86%Q1 2021Q1 202411
NATIONAL BANK OF CANADA /FI/ 11110.01%0.07%0.27%Q4 2021Q2 202411
BOSTON FINANCIAL MANGEMENT LLC 830.01%0.01%0.02%Q1 2017Q3 202011
BANK OF NOVA SCOTIA 910.00%0.02%0.12%Q3 2020Q4 202311
UNITED BANK, INC. 420.08%0.14%0.20%Q2 2013Q3 201711
EASTERLY INVESTMENT PARTNERS LLC 11110.57%0.70%0.80%Q4 2021Q2 202411
Summit Global Investments 1010.02%0.43%0.99%Q1 2021Q4 202311
Global Financial Private Capital, Inc 920.01%0.02%0.04%Q3 2017Q2 202011
UMB Bank, n.a. 11110.00%0.00%0.01%Q4 2021Q2 202411
EverSource Wealth Advisors, LLC 11110.01%0.14%0.53%Q4 2021Q2 202411
AlphaCore Capital LLC 720.00%0.03%0.06%Q4 2019Q4 202311
Canton Hathaway, LLC 430.00%0.01%0.01%Q3 2018Q4 202211
Altium Wealth Management LLC 11110.02%0.05%0.09%Q4 2019Q2 202211
TRUEWEALTH LLC 11110.08%0.09%0.11%Q4 2017Q2 202011
Demars Financial Group, LLC 11110.33%5.20%13.15%Q1 2021Q3 202311
LAKE STREET ADVISORS GROUP, LLC 830.03%0.04%0.07%Q4 2017Q4 202011
Walker Asset Management, LLC 11110.33%0.53%0.72%Q4 2021Q2 202411
Argent Advisors, Inc. 11110.54%0.78%0.90%Q2 2020Q4 202211
RELIANCE TRUST CO OF DELAWARE 730.06%0.15%0.19%Q2 2013Q1 201910
Sonora Investment Management, LLC 310.00%0.01%0.02%Q2 2017Q3 202110
HANTZ FINANCIAL SERVICES, INC. 610.00%0.02%0.09%Q2 2020Q2 202410
ICA Group Wealth Management, LLC 10100.03%0.14%0.28%Q1 2022Q2 202410
Alan B Lancz & Associates, Inc. 910.29%0.35%0.42%Q4 2021Q2 202410
COUNTRY CLUB BANK 10100.03%0.14%0.42%Q1 2022Q2 202410
Vanguard Capital Wealth Advisors 710.25%0.46%0.96%Q1 2018Q1 202210
Reynders McVeigh Capital Management, LLC 10100.09%0.12%0.16%Q2 2013Q3 201510
Atria Wealth Solutions, Inc. 10100.11%0.28%0.57%Q1 2022Q2 202410
Regent Peak Wealth Advisors LLC 10100.06%0.10%0.17%Q4 2019Q1 202210
MOORE CAPITAL MANAGEMENT, LP 330.04%2.47%8.57%Q2 2020Q3 202310
Oxinas Partners Wealth Management LLC 820.16%1.15%3.60%Q4 2020Q3 202310
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.24%1.11%Q2 2013Q3 202310
Raleigh Capital Management Inc. 10100.02%0.07%0.22%Q1 2022Q2 202410
Columbus Macro, LLC 10100.53%1.02%1.45%Q1 2020Q2 202210
PATHSTONE FAMILY OFFICE, LLC 410.00%0.01%0.01%Q2 2013Q3 202310
NorthCoast Asset Management LLC 10100.23%0.31%0.48%Q2 2019Q3 202110
WHITENER CAPITAL MANAGEMENT, INC. 520.06%0.08%0.10%Q4 2017Q4 202210
Rockbridge Investment Management, LCC 910.00%0.01%0.02%Q2 2020Q4 202310
Caprock Group, LLC 10100.29%0.60%1.30%Q4 2014Q1 201710
Allspring Global Investments Holdings, LLC 10100.00%0.00%0.00%Q4 2021Q1 202410
Pacific Capital Wealth Advisors, Inc. 520.01%0.06%0.12%Q2 2021Q2 202410
Laird Norton Wetherby Wealth Management, LLC 510.01%0.05%0.09%Q2 2015Q2 202410
Federation des caisses Desjardins du Quebec 10100.00%0.05%0.26%Q1 2022Q2 202410
First Bank & Trust 820.00%0.00%0.00%Q4 2019Q2 202210
Bell Investment Advisors, Inc 820.00%0.00%0.00%Q3 2021Q1 202410
CORBETT ROAD CAPITAL MANAGEMENT, LLC 10100.66%1.69%2.97%Q1 2020Q2 202210
TUCKER ASSET MANAGEMENT LLC 10100.00%0.00%0.01%Q1 2022Q2 202410
HighMark Wealth Management LLC 10100.00%3.30%5.92%Q3 2020Q4 202210
ACG Wealth 420.03%0.17%0.33%Q3 2014Q3 202210
Tyler-Stone Wealth Management 550.05%0.11%0.17%Q4 2021Q2 202410
Waverly Advisors, LLC 910.00%0.48%2.73%Q3 2013Q2 202410
Chemistry Wealth Management LLC 10100.20%0.27%0.35%Q1 2022Q2 202410
BUCKINGHAM STRATEGIC PARTNERS, LLC 10100.02%0.06%0.17%Q1 2022Q2 202410
PAX Financial Group, LLC 640.18%1.02%2.30%Q3 2021Q2 202410
Avion Wealth 10100.00%0.04%0.26%Q1 2022Q2 202410
FIRST AMERICAN TRUST, FSB 910.07%0.09%0.11%Q3 2013Q2 202410
Keystone Financial Group 640.05%0.19%0.30%Q3 2021Q1 202410
EMFO, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Greenspring Advisors, LLC 910.06%0.18%0.37%Q4 2021Q2 202410
CAPRIN ASSET MANAGEMENT LLC /ADV 730.02%0.05%0.06%Q1 2020Q3 202210
Squarepoint Ops LLC 210.00%0.04%0.16%Q4 2016Q1 202210
GHE, LLC 820.15%0.28%0.42%Q4 2021Q2 202410
HAZLETT, BURT & WATSON, INC. 10100.00%0.06%0.16%Q1 2022Q2 202410
Sullivan, Bruyette, Speros & Blaney, LLC 10100.03%0.04%0.04%Q4 2018Q1 202110
Clear Creek Financial Management, LLC 710.04%0.08%0.15%Q3 2020Q4 202310
COLUMBIA ADVISORY PARTNERS LLC 10100.22%6.28%14.57%Q4 2021Q1 202410
WASHBURN CAPITAL MANAGEMENT, INC. 10101.35%1.52%2.17%Q4 2019Q1 202210
TPB WEALTH ADVISORS 10103.14%6.08%9.46%Q4 2020Q1 202310
Baltimore-Washington Financial Advisors, Inc. 10100.13%0.15%0.16%Q4 2013Q1 201610
GIRARD PARTNERS LTD. 640.02%0.05%0.08%Q2 2017Q3 202210
Annapolis Financial Services, LLC 10100.00%0.00%0.02%Q4 2021Q1 202410
PATRON PARTNERS, LLC 10100.23%0.76%1.34%Q4 2020Q1 202310
Stonebridge Financial Planning Group, LLC 10100.21%2.31%5.13%Q2 2021Q3 202310
MidWestOne Financial Group, Inc. 10100.07%0.09%0.14%Q4 2019Q1 202210
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 430.06%0.15%0.52%Q2 2021Q2 202410
Beacon Capital Management, LLC 10100.02%0.20%0.52%Q1 2022Q2 202410
1620 INVESTMENT ADVISORS, INC. 910.00%2.37%3.50%Q4 2021Q2 202410
SILVER OAK SECURITIES, INCORPORATED 10100.11%0.85%2.92%Q1 2022Q2 202410
WMG Financial Advisors, LLC 730.14%0.20%0.25%Q4 2021Q2 202410
StrongBox Wealth, LLC 10100.64%3.30%5.69%Q2 2020Q3 202210
American Trust 10100.04%0.12%0.55%Q4 2021Q1 202410
GUARDIAN WEALTH ADVISORS, LLC / NC 820.00%0.01%0.04%Q4 2021Q2 202410
Harbour Capital Advisors, LLC 510.02%0.25%0.53%Q1 2013Q3 202210
AXXCESS WEALTH MANAGEMENT, LLC 10100.06%0.26%1.45%Q4 2021Q1 202410
Lake Point Wealth Management 520.00%0.01%0.06%Q4 2018Q2 202210
FC Advisory LLC 10100.16%0.32%0.54%Q1 2022Q2 202410
DFPG INVESTMENTS, LLC 720.05%0.45%0.97%Q3 2020Q4 20239
Pinnacle Wealth Management Advisory Group, LLC 720.08%0.16%0.31%Q2 2015Q3 20229
AMJ Financial Wealth Management 810.29%3.08%3.58%Q4 2019Q1 20229
Upper Left Wealth Management, LLC 990.62%0.94%1.31%Q2 2022Q2 20249
NAVELLIER & ASSOCIATES INC 420.01%0.26%0.54%Q3 2012Q2 20179
DOHJ, LLC 810.27%1.85%3.29%Q4 2019Q4 20229
Allegis Investment Advisors, LLC 810.05%0.49%1.22%Q4 2015Q1 20189
Merit Financial Group, LLC 540.01%0.06%0.16%Q1 2022Q2 20249
EAGLE GLOBAL ADVISORS LLC 990.01%0.03%0.06%Q1 2022Q1 20249
Gerber Kawasaki Wealth & Investment Management 310.00%0.06%0.21%Q4 2016Q3 20229
Elevated Capital Advisors, LLC 410.07%0.14%0.25%Q2 2020Q2 20239
Kalos Management, Inc. 630.00%0.14%0.33%Q1 2021Q2 20239
Houlihan Financial Resource Group, Ltd. 310.21%0.32%0.51%Q4 2019Q1 20249
Game Plan Financial Advisors, LLC 990.44%0.60%0.76%Q3 2020Q3 20229
CAHILL FINANCIAL ADVISORS INC 710.06%0.43%0.88%Q4 2013Q1 20239
TORONTO DOMINION BANK 710.01%0.15%0.31%Q1 2015Q4 20239
Adams Wealth Management 810.02%0.11%0.17%Q3 2020Q4 20229
Cornerstone Advisory, LLC 810.01%0.24%0.39%Q4 2016Q4 20219
LEO BROKERAGE, LLC 520.07%0.89%1.69%Q3 2020Q2 20239
AHL Partners LLP 410.06%0.91%2.37%Q3 2014Q4 20179
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 990.00%0.84%2.60%Q4 2013Q4 20159
PEDDOCK CAPITAL ADVISORS, LLC 990.11%0.44%0.65%Q1 2021Q1 20239
O'ROURKE & COMPANY, Inc 990.75%1.27%1.78%Q4 2021Q4 20239
LANDAAS & CO /WI /ADV 990.03%0.20%0.31%Q3 2017Q3 20199
Crosspoint Capital Strategies, LLC 990.03%0.18%0.78%Q4 2013Q4 20159
Westshore Wealth, LLC 990.14%0.21%0.32%Q2 2021Q2 20239
Zeit Capital LLC 990.01%0.01%0.01%Q4 2020Q4 20229
Eudaimonia Partners, LLC 610.03%0.04%0.06%Q4 2019Q2 20229
ALTERNA WEALTH MANAGEMENT, INC 540.36%0.80%1.20%Q4 2021Q2 20249
MA Private Wealth 990.10%1.69%3.38%Q3 2021Q3 20239
Balentine LLC 990.00%0.00%0.00%Q3 2020Q3 20229
Horizons Wealth Management 994.39%4.67%5.21%Q2 2022Q2 20249
HOLDERNESS INVESTMENTS CO 990.12%0.89%1.17%Q1 2017Q1 20199
New England Private Wealth Advisors LLC 610.04%0.60%3.17%Q4 2012Q4 20229
CABANA LLC 710.01%1.53%4.42%Q4 2017Q2 20209
TrueWealth Advisors, LLC 990.10%0.28%0.51%Q3 2021Q3 20239
PRICE T ROWE ASSOCIATES INC /MD/ 420.00%0.00%0.00%Q2 2013Q1 20179
Bellwether Advisors, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
Clearwater Capital Advisors, LLC 990.06%0.24%0.45%Q1 2018Q1 20209
VALLEY WEALTH MANAGERS, INC. 990.00%0.01%0.02%Q2 2022Q2 20249
PRIVATE TRUST CO NA 990.05%0.12%0.26%Q2 2022Q2 20249
Townsend & Associates, Inc 540.01%11.29%28.37%Q4 2017Q3 20229
Stearns Financial Services Group 990.01%0.01%0.01%Q3 2018Q3 20209
Merriman Wealth Management, LLC 410.06%1.25%2.14%Q4 2013Q2 20249
SMITH HAYES Advisers, Inc 990.25%0.41%0.74%Q1 2014Q1 20169
ALBION FINANCIAL GROUP /UT 710.00%0.02%0.14%Q2 2013Q4 20239
Essex Financial Services, Inc. 720.01%0.07%0.22%Q2 2013Q1 20229
Fusion Family Wealth LLC 990.00%0.02%0.08%Q4 2016Q4 20189
Chicago Partners Investment Group LLC 540.02%0.09%0.18%Q1 2015Q2 20249
SWMG, LLC 630.13%0.55%1.11%Q3 2021Q4 20239
Clarkston Capital Partners, LLC 610.00%0.04%0.10%Q4 2013Q3 20239
HoyleCohen, LLC 990.04%0.07%0.11%Q1 2021Q1 20239
4J Wealth Management LLC 992.71%3.47%3.94%Q4 2020Q4 20229
AJ WEALTH STRATEGIES, LLC 540.02%0.07%0.26%Q3 2019Q2 20239
Laurel Wealth Planning LLC 990.00%3.63%6.80%Q4 2020Q4 20229
Catalyst Capital Advisors LLC 990.01%0.03%0.06%Q2 2021Q2 20239
Ascent Wealth Partners, LLC 990.52%1.16%2.00%Q2 2022Q2 20249
Lumature Wealth Partners, LLC 990.01%0.41%0.67%Q4 2020Q4 20229
DB Wealth Management Group, LLC 540.01%0.01%0.01%Q4 2020Q3 20239
RAND WEALTH, LLC 510.02%0.05%0.08%Q1 2016Q3 20189
FOUNDERS FINANCIAL SECURITIES LLC 990.12%0.43%0.57%Q2 2022Q2 20249
WC Walker & Associates, Inc. 992.91%4.01%5.84%Q4 2020Q4 20229
BROWN ADVISORY INC 990.00%0.00%0.01%Q1 2022Q1 20249
Resurgent Financial Advisors LLC 810.04%0.12%0.19%Q1 2022Q2 20249
Buttonwood Financial Group, LLC 540.30%1.37%2.98%Q1 2022Q2 20249
Stewardship Advisors, LLC 992.31%3.73%8.04%Q2 2021Q2 20239
Blue Trust, Inc. 990.00%0.08%0.26%Q2 2022Q2 20249
TECTONIC ADVISORS LLC 990.03%0.08%0.13%Q4 2020Q4 20229
NORTHSTAR WEALTH PARTNERS LLC 630.17%0.25%0.42%Q1 2017Q2 20199
JB Capital LLC 540.03%1.25%3.49%Q4 2021Q2 20249
Householder Group Estate & Retirement Specialist, LLC 410.06%0.14%0.23%Q4 2021Q2 20249
Burns Matteson Capital Management, LLC 721.22%3.41%13.86%Q4 2020Q3 20239
WestHill Financial Advisors, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Timber Creek Capital Management LLC 990.03%1.45%2.29%Q2 2022Q2 20249
Ascent Group, LLC 810.03%0.16%0.40%Q4 2021Q2 20249
Collaborative Wealth Managment Inc. 710.11%0.22%0.31%Q1 2021Q4 20239
Horrell Capital Management, Inc. 990.00%0.08%0.12%Q2 2013Q2 20159
Capital Financial Services, LLC 991.78%1.92%2.08%Q4 2020Q4 20229
SAGE FINANCIAL GROUP INC 990.22%0.30%0.34%Q2 2022Q2 20249
CoreCap Advisors, LLC 540.31%1.11%2.50%Q4 2021Q1 20249
Laidlaw Group, LLC 993.50%3.84%4.32%Q2 2013Q2 20159
MEITAV INVESTMENT HOUSE LTD 610.00%0.01%0.02%Q4 2020Q2 20239
JOURNEY STRATEGIC WEALTH LLC 510.01%0.04%0.22%Q4 2021Q2 20249
Morton Brown Family Wealth, LLC 990.00%0.79%1.28%Q4 2021Q4 20239
IndexIQ Advisors LLC 540.15%3.51%7.32%Q2 2013Q1 20179
Strategic Wealth Partners, Ltd. 810.00%0.01%0.05%Q4 2017Q3 20229
Aletheian Wealth Advisors LLC 990.14%0.44%1.20%Q2 2022Q2 20249
OLD MISSION CAPITAL LLC 310.07%0.31%0.80%Q2 2017Q3 20229
Truepoint, Inc. 720.02%0.05%0.07%Q4 2015Q1 20189
Ballew Advisors, Inc 310.02%0.76%2.52%Q1 2018Q4 20219
First City Capital Management, Inc. 990.01%0.01%0.01%Q1 2014Q1 20169
Shakespeare Wealth Management, LLC 990.08%0.10%0.14%Q1 2020Q1 20229
TBH Global Asset Management, LLC 610.06%0.21%0.64%Q4 2019Q2 20249
KANALY TRUST CO 610.00%0.03%0.08%Q2 2013Q1 20169
MANAGED ACCOUNT ADVISORS LLC 990.02%0.12%0.32%Q2 2013Q2 20159
I.G. INVESTMENT MANAGEMENT, LTD. 990.00%0.04%0.10%Q3 2014Q3 20169
WoodTrust Financial Corp 631.38%1.53%1.75%Q4 2017Q1 20209
Integrated Wealth Management 990.14%0.19%0.32%Q1 2015Q1 20179
BREMER TRUST NATIONAL ASSOCIATION 610.01%0.07%0.12%Q4 2014Q4 20189
Physician Wealth Advisors, Inc. 720.07%0.10%0.16%Q3 2019Q4 20219
MV CAPITAL MANAGEMENT, INC. 991.59%4.20%5.61%Q2 2020Q2 20229
Wavelength Capital Management, LLC 889.27%15.14%19.60%Q4 2021Q3 20238
LOWE BROCKENBROUGH & CO INC 710.02%0.03%0.03%Q3 2021Q3 20238
MATTERN CAPITAL MANAGEMENT, LLC 880.29%0.48%0.57%Q1 2021Q4 20228
Red Tortoise LLC 710.02%0.11%0.16%Q3 2021Q2 20248
NTV ASSET MANAGEMENT LLC 880.04%0.04%0.05%Q4 2021Q3 20238
Centiva Capital, LP 620.04%0.18%0.27%Q1 2020Q2 20238
MARIPAU WEALTH MANAGEMENT LLC 440.17%0.34%0.55%Q4 2021Q2 20248
One Day In July LLC 880.10%0.21%0.35%Q4 2018Q3 20208
Brio Consultants, LLC 880.10%1.09%1.73%Q4 2018Q3 20208
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 410.01%0.01%0.01%Q4 2013Q1 20168
Sunflower Bank, N.A. 880.05%0.06%0.09%Q4 2020Q3 20228
Alera Investment Advisors, LLC 320.03%0.67%2.42%Q4 2018Q2 20248
ROSENBLUM SILVERMAN SUTTON S F INC /CA 510.16%0.25%0.43%Q1 2020Q2 20248
Providence Wealth Advisors, LLC 620.16%0.52%0.91%Q2 2018Q1 20238
US FINANCIAL ADVISORS, LLC 620.00%0.14%0.52%Q4 2014Q1 20218
Horst & Graben Wealth Management LLC 440.34%0.89%1.33%Q1 2022Q2 20248
Live Oak Private Wealth LLC 880.13%0.35%0.44%Q1 2021Q4 20228
REDW Wealth LLC 880.08%0.09%0.10%Q1 2021Q4 20228
MFA WEALTH ADVISORS, LLC 610.00%0.15%0.23%Q4 2017Q2 20248
HIGH POINT BANK & TRUST CO 880.00%0.02%0.04%Q2 2013Q1 20158
NorthLanding Financial Partners, LLC 880.47%0.62%0.80%Q3 2022Q2 20248
Washington Trust Advisors, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
PRELUDE CAPITAL MANAGEMENT, LLC 410.01%0.08%0.21%Q2 2016Q1 20228
Financial Perspectives, Inc 880.00%0.00%0.00%Q3 2022Q2 20248
WESPAC Advisors SoCal, LLC 620.02%0.06%0.08%Q1 2016Q1 20248
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
ORSER CAPITAL MANAGEMENT, LLC 881.51%2.41%3.04%Q2 2020Q1 20228
Bank of Kentucky, Inc. 880.06%0.09%0.12%Q2 2013Q1 20158
Endowment Wealth Management, Inc. 880.20%0.25%0.30%Q4 2021Q3 20238
MGO Private Wealth, LLC 880.19%0.64%1.40%Q3 2022Q2 20248
Powell Investment Advisors, LLC 880.10%0.13%0.18%Q3 2022Q2 20248
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 880.08%0.15%0.21%Q4 2015Q3 20178
Vise Technologies, Inc. 880.05%0.10%0.18%Q3 2022Q2 20248
WEST BANCORPORATION INC 440.01%0.02%0.03%Q4 2019Q3 20228
WBI INVESTMENTS, LLC 410.34%0.63%1.50%Q3 2016Q4 20238
Sierra Capital LLC 880.00%0.00%0.01%Q1 2021Q4 20228
Private Advisory Group LLC 710.27%0.53%0.96%Q2 2020Q3 20228
Cooper Financial Group 620.05%0.26%0.52%Q3 2021Q4 20238
Covestor Ltd 440.00%0.07%0.19%Q4 2021Q2 20248
Phoenix Holdings Ltd. 880.02%0.04%0.06%Q2 2020Q1 20228
Truadvice, LLC 530.09%0.56%3.25%Q2 2021Q3 20238
W.H. Cornerstone Investments Inc. 880.26%0.39%0.59%Q3 2022Q2 20248
Octavia Wealth Advisors, LLC 710.06%0.08%0.10%Q3 2021Q4 20238
BLUE SQUARE ASSET MANAGEMENT, LLC 880.74%1.28%1.58%Q2 2020Q1 20228
Rede Wealth, LLC 620.10%0.27%0.47%Q2 2021Q2 20238
V Wealth Advisors LLC 710.02%0.08%0.13%Q2 2017Q2 20228
Cognios Capital, LLC 880.06%0.08%0.09%Q2 2016Q1 20188
CANADA LIFE ASSURANCE Co 880.00%0.00%0.00%Q3 2013Q2 20158
Citizens Business Bank 440.04%0.07%0.11%Q4 2012Q4 20148
Mason Investment Advisory Services, Inc. 510.02%0.13%0.27%Q1 2019Q2 20248
MANNING & NAPIER ADVISORS LLC 880.00%0.01%0.02%Q4 2015Q3 20178
BAIRD ROBERT W & CO INC /WI/ 880.01%0.07%0.16%Q2 2013Q1 20158
Clear Perspectives Financial Planning, LLC 710.00%0.92%1.78%Q4 2020Q4 20228
SUMMIT FINANCIAL GROUP, INC. 710.10%0.15%0.18%Q2 2019Q4 20218
Humankind Investments LLC 530.72%4.90%15.07%Q4 2020Q2 20248
CFS Investment Advisory Services, LLC 410.04%0.23%0.47%Q3 2021Q2 20248
ADE, LLC 530.00%1.27%3.46%Q4 2020Q2 20238
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 880.09%0.18%0.28%Q4 2020Q3 20228
PHH Investments, Ltd. 880.59%0.89%1.10%Q1 2018Q4 20198
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 880.05%0.06%0.08%Q1 2020Q4 20218
ADVISOR PARTNERS LLC 880.05%0.07%0.09%Q4 2015Q3 20178
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.50%0.56%0.60%Q4 2018Q3 20208
Objective Capital Management, LLC 880.18%0.37%0.59%Q4 2021Q3 20238
Higher Moment Capital LP 517.90%29.66%49.54%Q2 2014Q3 20188
BARRETT & COMPANY, INC. 880.06%0.08%0.09%Q3 2022Q2 20248
Cardinal Strategic Wealth Guidance 710.00%0.32%0.69%Q3 2021Q2 20248
DRIEHAUS CAPITAL MANAGEMENT LLC 410.00%0.01%0.01%Q1 2016Q1 20238
INR ADVISORY SERVICES LLC 882.86%4.03%6.10%Q2 2017Q1 20198
ROBINSON CAPITAL MANAGEMENT, LLC 880.02%0.05%0.08%Q4 2019Q3 20218
Connectus Wealth, LLC 880.05%0.05%0.07%Q1 2022Q4 20238
ELEMENT POINTE ADVISORS, LLC 610.07%0.57%0.77%Q4 2018Q4 20218
McLean Asset Management Corp 880.10%0.17%0.27%Q4 2020Q3 20228
TFO Wealth Partners, LLC 610.00%0.10%0.72%Q4 2019Q3 20238
WealthOne, LLC 440.07%0.23%0.45%Q4 2018Q3 20228
AMERICAN CENTURY COMPANIES INC 880.00%0.00%0.00%Q1 2018Q4 20198
Unconventional Investor, LLC 880.40%0.48%0.56%Q4 2021Q3 20238
BTS Asset Management, Inc. 710.00%0.39%2.06%Q2 2019Q2 20248
Bradley & Co. Private Wealth Management, LLC 880.01%0.94%1.96%Q1 2021Q4 20228
PRENTISS SMITH & CO INC 410.02%0.16%0.29%Q3 2017Q2 20248
MATHER GROUP, LLC. 410.01%0.01%0.03%Q4 2019Q2 20248
CITY NATIONAL BANK 880.00%0.00%0.01%Q2 2013Q1 20158
Corbenic Partners LLC 880.00%3.78%17.75%Q2 2013Q1 20158
Solstein Capital, LLC 710.03%0.75%3.08%Q4 2019Q4 20218
Winthrop Partners - WNY, LLC 880.08%0.14%0.17%Q4 2017Q3 20198
Newport Capital Group, LLC 880.45%7.52%10.51%Q4 2020Q3 20228
Axiom Financial Strategies, LLC 710.23%8.03%12.64%Q1 2020Q3 20238
UNITED BANK 880.04%1.75%2.68%Q4 2017Q3 20198
Numeric Investors LLC 210.00%0.00%0.01%Q2 2014Q3 20178
Tower Wealth Partners, Inc. 770.23%8.33%12.11%Q1 2021Q3 20227
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.05%0.06%0.06%Q3 2020Q1 20227
SHAPIRO ROBERT N 770.02%0.02%0.02%Q2 2013Q4 20147
FIRST QUADRANT LLC/CA 610.56%4.32%26.12%Q4 2019Q1 20227
INVESTMENT PARTNERS, LTD. 310.16%0.22%0.44%Q1 2015Q2 20197
SUMMIT CAPITAL MANAGEMENT LLC 610.23%0.47%0.58%Q4 2013Q1 20167
COOKSON PEIRCE & CO INC 770.58%0.69%0.78%Q4 2013Q2 20157
SMH CAPITAL ADVISORS INC 610.38%0.77%1.11%Q3 2021Q4 20237
AMERICAN NATIONAL BANK & TRUST 770.00%0.01%0.02%Q1 2022Q3 20237
Cadence Bank 770.03%0.04%0.06%Q4 2021Q2 20237
Placemark Investments, Inc. 770.12%0.16%0.20%Q2 2013Q4 20147
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.06%Q2 2014Q4 20157
Stellar Capital Management, LLC 770.26%0.32%0.45%Q4 2018Q2 20207
MCDONALD PARTNERS LLC 770.16%0.56%0.65%Q4 2020Q2 20227
INSIGHT 2811, INC. 770.40%0.54%0.78%Q2 2013Q4 20147
Maryland Capital Management 610.02%0.04%0.13%Q3 2020Q3 20227
Livingston Group Asset Management CO (operating as Southport Capital Management) 510.01%0.48%0.82%Q2 2016Q1 20227
GHP Investment Advisors, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Hoxton Financial, Inc. 770.00%0.03%0.17%Q2 2013Q4 20147
Private Wealth Group, LLC 431.68%2.13%3.65%Q4 2017Q4 20197
Cornerstone Advisors, Inc. 410.00%0.19%0.36%Q2 2014Q4 20187
Silverleafe Capital Partners, LLC 610.10%0.43%1.32%Q4 2019Q3 20217
Banco BTG Pactual S.A. 660.11%0.40%0.64%Q3 2022Q4 20237
Shamrock Asset Management LLC 410.00%0.12%0.73%Q2 2014Q1 20197
INVESTMENT HOUSE LLC 510.06%0.07%0.09%Q1 2017Q4 20227
Braver Wealth Management, LLC 610.06%0.30%0.83%Q2 2013Q4 20167
Colonial Trust Advisors 770.00%0.00%0.00%Q4 2022Q2 20247
Miracle Mile Advisors, LLC 770.12%0.17%0.21%Q4 2022Q2 20247
Blume Capital Management, Inc. 610.01%0.01%0.04%Q4 2013Q3 20177
Biltmore Wealth Management, LLC 773.17%6.98%7.88%Q3 2021Q1 20237
Joel Isaacson & Co., LLC 520.01%0.03%0.08%Q4 2012Q3 20157
SOUTH GEORGIA CAPITAL, LLC 610.00%0.01%0.02%Q4 2013Q3 20157
Wealthstar Advisors, LLC 770.54%0.82%1.02%Q1 2022Q3 20237
McNamara Financial Services, Inc. 770.22%0.23%0.25%Q2 2020Q4 20217
Ironwood Financial, llc 770.00%0.00%0.00%Q1 2020Q3 20217
Mirador Capital Partners LP 770.09%0.09%0.10%Q4 2021Q2 20237
AlphaStar Capital Management, LLC 520.06%0.15%0.39%Q4 2017Q2 20207
Regal Wealth Group, Inc. 770.20%2.57%3.68%Q2 2021Q4 20227
GSB Wealth Management, LLC 410.00%0.53%1.56%Q3 2020Q2 20237
CETERA INVESTMENT MANAGEMENT LLC 770.34%0.96%1.57%Q4 2015Q2 20177
Hefty Wealth Partners 520.01%1.20%3.01%Q4 2015Q4 20177
Copperwynd Financial, LLC 610.54%1.24%2.33%Q3 2020Q3 20227
Asset Planning Services, Ltd. 320.00%0.00%0.00%Q2 2017Q3 20197
Avestar Capital, LLC 770.00%0.05%0.34%Q4 2017Q2 20197
Lake Hills Wealth Management, LLC 520.87%2.20%3.20%Q3 2022Q2 20247
Peak Capital Management LLC 770.31%0.39%0.48%Q2 2017Q4 20187
Parisi Gray Wealth Management 610.02%0.03%0.03%Q4 2017Q2 20217
Shilanski & Associates, Inc. 772.79%2.98%3.14%Q4 2022Q2 20247
MD Financial Management Inc. 773.68%4.28%4.60%Q4 2017Q2 20197
Refined Wealth Management 776.94%8.65%11.00%Q2 2021Q4 20227
Squar Milner Financial Services LLC 520.02%0.12%0.35%Q2 2018Q1 20207
Banco de Sabadell, S.A 770.06%0.07%0.07%Q4 2017Q2 20197
Independence Bank of Kentucky 770.01%0.01%0.01%Q4 2022Q2 20247
FINANCIAL LIFE ADVISORS 770.22%0.29%0.36%Q4 2017Q2 20197
Waterloo Capital, L.P. 610.04%0.14%0.34%Q1 2020Q2 20247
Financial Partners Group, Inc 770.08%0.19%0.24%Q3 2021Q1 20237
Rossmore Private Capital 770.04%0.04%0.06%Q3 2020Q1 20227
Rice Partnership, LLC 610.00%0.00%0.00%Q3 2019Q1 20227
O'Dell Group, LLC 610.01%0.04%0.11%Q2 2021Q2 20237
Selective Wealth Management, Inc. 770.05%0.11%0.15%Q2 2021Q4 20227
Strategic Investment Advisors / MI 310.28%2.17%3.82%Q3 2020Q2 20247
HNP Capital LLC 610.21%0.63%0.85%Q1 2020Q1 20237
Knuff & Co LLC 770.00%0.00%0.00%Q2 2020Q4 20217
Meridian Wealth Advisors, LLC 770.16%0.27%0.39%Q1 2021Q3 20227
KMG FIDUCIARY PARTNERS, LLC 770.09%0.21%0.27%Q4 2022Q2 20247
MBE Wealth Management, LLC 610.02%2.50%4.09%Q1 2020Q1 20247
IEQ CAPITAL, LLC 430.01%0.01%0.02%Q3 2022Q2 20247
TCF National Bank 770.06%0.09%0.14%Q3 2019Q1 20217
Red Spruce Capital, LLC 770.17%0.20%0.24%Q2 2022Q4 20237
DAN L DUNCAN FOUNDATION 524.63%10.25%11.86%Q4 2019Q1 20227
Minot Wealth Management LLC 770.04%0.07%0.10%Q2 2020Q4 20217
Lloyd Advisory Services, LLC. 320.00%0.00%0.02%Q4 2019Q1 20227
Keebeck Wealth Management, LLC 430.03%0.05%0.10%Q2 2022Q2 20247
Scarborough Advisors, LLC 410.01%0.25%0.44%Q4 2021Q4 20237
Tri-Star Advisors Inc. 770.73%2.69%5.68%Q1 2021Q3 20227
Baron Financial Group, LLC 770.01%0.01%0.01%Q3 2020Q1 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.06%0.10%Q1 2021Q4 20227
CGN Advisors LLC 610.06%0.09%0.12%Q4 2020Q3 20227
MMA ASSET MANAGEMENT LLC 771.22%1.85%2.07%Q4 2020Q2 20227
Catawba River Capital 610.00%2.06%3.20%Q2 2020Q1 20227
FOCUS Wealth Advisors, LLC 771.03%1.07%1.14%Q2 2022Q4 20237
Weitzel Financial Services, Inc. 770.06%0.14%0.17%Q4 2020Q2 20227
Williams Financial, LLC 410.60%2.66%5.65%Q2 2021Q4 20237
Coppell Advisory Solutions LLC 510.01%0.24%0.98%Q4 2020Q2 20247
Valley Brook Capital Group, Inc. 770.19%0.28%0.33%Q2 2022Q4 20237
Y.D. More Investments Ltd 770.00%0.01%0.01%Q4 2022Q2 20247
Family Investment Center, Inc. 770.09%0.20%0.28%Q4 2022Q2 20247
Orcam Financial Group 610.27%0.31%0.36%Q4 2021Q2 20247
PayPay Securities Corp 770.06%0.22%0.58%Q4 2022Q2 20247
Fingerlakes Wealth Management, Inc. 770.35%0.50%0.60%Q4 2021Q2 20237
Benchmark Investment Advisors LLC 770.18%0.34%0.43%Q4 2021Q2 20237
Global Wealth Strategies & Associates 770.00%0.29%2.02%Q4 2022Q2 20247
COMMONS CAPITAL, LLC 770.34%1.59%2.02%Q4 2021Q2 20237
Values First Advisors, Inc. 610.01%0.66%0.86%Q4 2019Q3 20227
ANGELES WEALTH MANAGEMENT, LLC 520.00%0.02%0.06%Q3 2022Q2 20247
ARMSTRONG ADVISORY GROUP, INC 770.01%0.02%0.05%Q4 2022Q2 20247
RETIREMENT GUYS FORMULA LLC 430.13%0.92%3.76%Q4 2021Q3 20237
Ritter Daniher Financial Advisory LLC / DE 610.01%0.01%0.02%Q2 2022Q2 20247
INVICTUS PRIVATE WEALTH, LLC 770.09%0.26%0.49%Q4 2022Q2 20247
Ruedi Wealth Management, Inc. 770.01%0.01%0.01%Q4 2022Q2 20247
Corient Private Wealth LLC 770.01%0.02%0.02%Q4 2022Q2 20247
Cyndeo Wealth Partners, LLC 770.89%1.47%1.84%Q4 2022Q2 20247
Ethos Financial Group, LLC 772.41%2.69%2.95%Q4 2022Q2 20247
Creative Capital Management Investments LLC 770.12%0.60%1.66%Q4 2022Q2 20247
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 770.02%0.03%0.04%Q4 2022Q2 20247
Register Financial Advisors LLC 770.00%0.02%0.05%Q4 2022Q2 20247
LODESTAR PRIVATE ASSET MANAGEMENT LLC 770.54%0.69%0.83%Q4 2022Q2 20247
CPA Asset Management LLC 770.84%1.06%1.26%Q4 2022Q2 20247
Richard W. Paul & Associates, LLC 770.02%0.08%0.38%Q4 2022Q2 20247
Kaydan Wealth Management, Inc. 770.28%0.35%0.41%Q4 2021Q2 20237
LWMG, LLC 773.20%3.55%4.10%Q4 2022Q2 20247
MOSAIC FAMILY WEALTH PARTNERS, LLC 770.04%0.06%0.10%Q4 2022Q2 20247
Grey Fox Wealth Advisors, LLC 770.44%0.74%1.00%Q4 2022Q2 20247
Compass Wealth Management LLC 770.02%0.03%0.03%Q4 2022Q2 20247
Park Edge Advisors, LLC 770.10%0.15%0.19%Q4 2022Q2 20247
Parker Financial LLC 770.53%0.80%1.08%Q4 2022Q2 20247
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 770.13%0.24%0.54%Q4 2022Q2 20247
Park Place Capital Corp 770.40%0.55%0.68%Q4 2022Q2 20247
BOS Asset Management, LLC 770.59%1.59%2.78%Q4 2022Q2 20247
LaSalle St. Investment Advisors, LLC 770.13%0.69%1.69%Q4 2022Q2 20247
Vawter Financial, Ltd. 770.17%0.32%0.53%Q4 2022Q2 20247
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 770.27%0.30%0.33%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.03%0.08%0.16%Q4 2022Q2 20247
Sound Stewardship, LLC 772.93%2.99%3.10%Q4 2022Q2 20247
PFS INVESTMENTS INC. 410.10%0.66%1.22%Q4 2017Q4 20207
ALTFEST L J & CO INC 210.04%0.57%1.21%Q4 2016Q4 20237
Legal & General Group Plc 770.00%0.00%0.00%Q4 2022Q2 20247
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 770.01%0.03%0.05%Q4 2019Q2 20217
MANCHESTER FINANCIAL INC 610.05%0.08%0.12%Q2 2019Q1 20217
CHAPIN DAVIS, INC. 770.30%0.42%0.51%Q4 2022Q2 20247
GODSEY & GIBB, INC 770.00%0.00%0.01%Q4 2022Q2 20247
NEW ENGLAND SECURITIES CORP /MA/ 770.22%0.32%0.59%Q2 2013Q4 20147
MCKINLEY CAPITAL MANAGEMENT LLC 520.00%0.03%0.09%Q4 2016Q2 20227
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 770.22%1.15%2.54%Q2 2021Q4 20227
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 770.00%0.01%0.02%Q4 2017Q2 20197
Wind River Trust Co 660.32%0.61%1.04%Q4 2012Q1 20146
1834 INVESTMENT ADVISORS CO 310.00%0.01%0.01%Q4 2017Q2 20226
Empower Advisory Group, LLC 660.00%0.27%0.55%Q1 2023Q2 20246
Rollins Financial 310.07%0.12%0.18%Q1 2021Q4 20226
AUA CAPITAL MANAGEMENT, LLC 660.04%0.04%0.05%Q3 2021Q4 20226
JT Stratford LLC 660.08%0.23%0.32%Q3 2021Q4 20226
Wechter Feldman Wealth Management, Inc. 663.92%5.51%7.23%Q4 2016Q1 20186
OneAscent Financial Services LLC 310.13%0.26%0.57%Q1 2022Q1 20246
Meridian Wealth Partners, LLC 660.82%1.39%1.76%Q3 2021Q4 20226
Robertson Stephens Wealth Management, LLC 510.02%0.08%0.18%Q3 2021Q3 20236
FSA Wealth Management LLC 310.01%0.10%0.19%Q4 2019Q1 20246
Bernardo Wealth Planning LLC 660.59%1.12%2.06%Q2 2021Q3 20226
PROFESSIONAL PLANNING 660.11%0.85%2.16%Q2 2020Q3 20216
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.04%0.06%0.09%Q2 2013Q3 20146
Greenline Partners, LLC 660.16%0.38%0.85%Q2 2022Q3 20236
Watermark Asset Management, Inc. 660.22%0.31%0.56%Q1 2017Q2 20186
LBA Wealth Management, LLC 660.00%0.01%0.01%Q4 2015Q1 20176
GREENWOOD CAPITAL ASSOCIATES LLC 660.34%0.36%0.38%Q1 2023Q2 20246
MARCUARD FAMILY OFFICE LTD 662.23%2.67%3.11%Q2 2013Q3 20146
Tacita Capital Inc 660.14%0.15%0.16%Q1 2021Q2 20226
MYCIO WEALTH PARTNERS, LLC 410.01%0.02%0.03%Q2 2013Q4 20196
BRANDYWINE OAK PRIVATE WEALTH LLC 510.00%0.03%0.05%Q4 2018Q2 20226
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.18%0.35%0.48%Q2 2015Q3 20166
H&H Retirement Design & Management INC 664.30%5.36%6.44%Q1 2023Q2 20246
LEUTHOLD GROUP, LLC 310.13%0.92%1.72%Q2 2013Q4 20216
Beaumont Financial Partners, LLC 210.03%0.18%0.87%Q1 2016Q3 20206
INNEALTA CAPITAL, LLC 661.45%2.40%3.21%Q3 2020Q4 20216
NorthCrest Asset Manangement, LLC 660.18%0.23%0.29%Q1 2023Q2 20246
Spearhead Capital Advisors, LLC 660.09%0.13%0.15%Q1 2020Q2 20216
Legacy Private Trust Co. 660.32%0.42%0.48%Q3 2020Q4 20216
Montecito Bank & Trust 410.02%0.11%0.22%Q2 2013Q4 20166
Columbia Trust Co 01012016 660.26%1.74%2.19%Q4 2020Q1 20226
Independent Wealth Network Inc. 660.30%0.68%1.80%Q3 2021Q4 20226
Narus Financial Partners, LLC 510.13%0.20%0.39%Q1 2021Q1 20236
Rinet Co LLC 420.02%0.09%0.16%Q2 2015Q3 20216
MCIA Inc 310.02%0.32%0.73%Q2 2017Q3 20216
RITTER DANIHER FINANCIAL ADVISORY LLC 660.02%0.11%0.13%Q4 2020Q1 20226
Copperleaf Capital, LLC 420.49%0.79%1.42%Q3 2022Q2 20246
Telos Capital Management, Inc. 660.02%0.03%0.04%Q4 2022Q1 20246
Cape Investment Advisory, Inc. 660.01%0.11%0.23%Q1 2023Q2 20246
Advocacy Wealth Management Services, LLC 210.00%0.51%1.54%Q2 2013Q1 20226
Topel & Distasi Wealth Management, LLC 660.54%0.60%0.66%Q1 2023Q2 20246
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 660.01%0.01%0.02%Q1 2021Q2 20226
Colonial Trust Co / SC 660.00%0.02%0.03%Q4 2022Q1 20246
SUMMIT SECURITIES GROUP LLC 510.01%0.03%0.06%Q3 2021Q2 20236
One Wealth Advisors, LLC 310.00%0.16%0.39%Q4 2017Q1 20246
DAGCO, INC. 662.44%2.86%3.26%Q3 2020Q4 20216
Capital Advisors Wealth Management, LLC 660.75%1.30%1.53%Q1 2021Q2 20226
Outlook Wealth Advisors, LLC 661.44%2.26%3.50%Q2 2021Q3 20226
Graham Capital Management, L.P. 510.16%0.45%0.65%Q1 2021Q1 20236
Wealth Dimensions Group, Ltd. 660.10%0.14%0.20%Q4 2020Q1 20226
COMMUNITY FINANCIAL SYSTEM, INC. 660.02%0.03%0.05%Q2 2013Q3 20146
Azimuth Capital Management LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Aevitas Wealth Management, Inc. 660.00%0.01%0.01%Q4 2017Q1 20196
Ally Financial Inc. 422.45%4.54%6.81%Q1 2015Q2 20216
Lineweaver Wealth Advisors, LLC 660.46%1.26%3.13%Q2 2022Q3 20236
Ahrens Investment Partners LLC 410.02%0.16%0.48%Q3 2020Q1 20236
Hodges Capital Management Inc. 660.04%0.05%0.07%Q4 2020Q1 20226
ARGUS INVESTORS' COUNSEL, INC. 660.11%0.18%0.25%Q1 2021Q2 20226
Sabal Trust CO 410.02%0.07%0.15%Q2 2013Q3 20216
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 660.21%0.24%0.31%Q4 2018Q1 20206
Rampart Investment Management Company, LLC 310.00%0.50%1.34%Q1 2018Q3 20206
Bruderman Asset Management, LLC 210.00%0.37%0.80%Q1 2015Q4 20216
Midwest Professional Planners, LTD. 330.02%0.35%0.72%Q4 2017Q4 20206
CALDWELL SUTTER CAPITAL, INC. 660.00%0.01%0.01%Q1 2023Q2 20246
Northstar Group, Inc. 420.06%0.12%0.26%Q4 2014Q3 20216
Stephens Consulting, LLC 510.00%0.03%0.06%Q3 2022Q2 20246
LEGG MASON, INC. 660.70%8.49%11.80%Q3 2016Q4 20176
Allen Investment Management, LLC 420.02%0.05%0.07%Q3 2013Q1 20156
Atlas Private Wealth Management, LLC 660.01%0.04%0.09%Q4 2019Q1 20216
Legacy Advisors, LLC 330.12%0.14%0.16%Q1 2019Q4 20206
1919 Investment Counsel, LLC 660.01%0.01%0.02%Q2 2013Q3 20146
Cornerstone Planning Group LLC 510.02%0.08%0.26%Q4 2022Q2 20246
Live Oak Investment Partners 510.00%0.00%0.00%Q4 2022Q2 20246
Alta Wealth Advisors LLC 660.22%0.39%0.48%Q4 2020Q1 20226
AGF Investments LLC 660.00%0.00%0.00%Q3 2018Q4 20196
Latitude Advisors, LLC 330.12%0.45%0.78%Q3 2021Q2 20246
CAPITAL ONE FINANCIAL CORP 661.73%2.70%3.28%Q4 2020Q1 20226
Shepherd Financial Partners LLC 660.16%0.75%1.62%Q1 2023Q2 20246
Strategic Financial Concepts, LLC 660.73%1.26%1.74%Q1 2023Q2 20246
WMS Partners, LLC 510.08%0.30%0.51%Q3 2020Q2 20226
WEALTHFRONT Corp 660.00%0.00%0.00%Q2 2014Q3 20156
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 660.03%0.04%0.06%Q1 2013Q2 20146
BECK MACK & OLIVER LLC 660.01%0.02%0.02%Q2 2014Q3 20156
Hobart Private Capital, LLC 661.66%2.39%3.68%Q3 2021Q4 20226
ONE Advisory Partners, LLC 660.18%1.99%3.51%Q3 2021Q4 20226
KMS FINANCIAL SERVICES, INC 660.23%0.35%0.59%Q2 2013Q3 20146
SHUFRO ROSE & CO LLC 510.00%0.03%0.03%Q1 2017Q3 20196
Pinkerton Retirement Specialists, LLC 310.01%0.35%0.70%Q4 2014Q2 20176
Freestone Capital Holdings, LLC 310.00%0.02%0.03%Q1 2017Q3 20226
Glass Jacobson Investment Advisors llc 510.44%0.82%1.98%Q4 2022Q2 20246
Miramar Capital, LLC 660.06%0.19%0.35%Q4 2021Q1 20236
NAPLES GLOBAL ADVISORS, LLC 660.02%0.02%0.03%Q1 2023Q2 20246
Grace Capital 310.10%0.36%0.61%Q3 2018Q3 20216
SageView Advisory Group, LLC 510.03%0.16%0.54%Q4 2022Q2 20246
GPS Wealth Strategies Group, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
HORIZON FINANCIAL SERVICES, LLC 660.00%1.27%2.35%Q3 2020Q4 20216
LGT Financial Advisors LLC 510.02%0.02%0.03%Q4 2022Q2 20246
CYPRESS ASSET MANAGEMENT INC/TX 330.04%0.05%0.06%Q2 2013Q2 20176
PROVENCE WEALTH MANAGEMENT GROUP 420.00%0.82%1.58%Q4 2021Q4 20236
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 310.02%0.04%0.10%Q4 2016Q2 20246
Atlas Private Wealth Advisors 660.01%0.02%0.02%Q2 2020Q3 20216
Lenox Wealth Management, Inc. 510.00%0.00%0.01%Q3 2018Q2 20206
Leonard Rickey Investment Advisors P.L.L.C. 510.05%3.56%5.89%Q3 2021Q1 20246
Capital Bank & Trust Co 310.00%0.00%0.00%Q4 2017Q4 20206
Nicholas Investment Partners, LP 660.17%0.18%0.19%Q4 2015Q1 20176
CWA Asset Management Group, LLC 660.06%0.10%0.12%Q1 2018Q2 20196
Passaic Partners LLC 662.10%3.49%4.56%Q4 2021Q1 20236
FIRETHORN WEALTH PARTNERS, LLC 510.19%0.43%0.84%Q4 2021Q3 20236
Horizon Investments, LLC 660.00%0.17%0.33%Q1 2023Q2 20246
Intrua Financial, LLC 510.06%0.11%0.15%Q2 2020Q2 20226
NORTHSTAR INVESTMENT ADVISORS LLC 210.04%0.06%0.08%Q4 2013Q1 20176
INTEGRATED WEALTH COUNSEL, LLC 420.12%0.16%0.18%Q2 2013Q4 20166
Consolidated Portfolio Review Corp 660.12%0.14%0.17%Q1 2023Q2 20246
TWIN CAPITAL MANAGEMENT INC 660.28%0.79%1.79%Q2 2013Q3 20146
Sentinus, LLC 420.11%0.86%2.13%Q3 2022Q2 20246
L.M. KOHN & COMPANY 660.09%0.16%0.21%Q1 2022Q2 20236
Fulcrum Equity Management 510.01%0.15%0.37%Q3 2019Q3 20216
REBALANCE, LLC 662.29%3.08%4.12%Q4 2022Q1 20246
PFG Investments, LLC 660.13%0.39%0.79%Q1 2023Q2 20246
FIRST INTERSTATE BANK 660.00%0.00%0.00%Q1 2016Q2 20176
Pine Valley Investments Ltd Liability Co 660.12%0.20%0.34%Q1 2023Q2 20246
EVEXIA WEALTH LLC 660.18%0.39%0.85%Q1 2023Q2 20246
PCA Investment Advisory Services Inc. 660.16%0.28%0.48%Q1 2023Q2 20246
PRW Wealth Management LLC 510.10%0.56%0.90%Q4 2018Q2 20216
Atomi Financial Group, Inc. 660.09%0.40%0.92%Q1 2023Q2 20246
Golden State Wealth Management, LLC 510.03%0.59%3.35%Q1 2019Q4 20216
Tempus Wealth Planning, LLC 510.08%0.15%0.23%Q3 2022Q2 20246
ZWJ INVESTMENT COUNSEL INC 420.08%0.09%0.13%Q1 2017Q1 20206
SITTNER & NELSON, LLC 660.03%0.04%0.05%Q4 2020Q1 20226
Drake & Associates, LLC 664.75%5.08%5.38%Q2 2022Q3 20236
BMS Financial Advisors, LLC 551.12%2.00%2.56%Q4 2021Q4 20225
ShoreHaven Wealth Partners, LLC 320.14%0.63%0.89%Q4 2020Q3 20225
Golden State Equity Partners 550.21%0.28%0.41%Q4 2020Q4 20215
COLLECTIVE FAMILY OFFICE LLC 550.09%0.22%0.35%Q4 2020Q4 20215
SOUTHERN CAPITAL ADVISORS, LLC 550.17%0.97%3.98%Q4 2021Q4 20225
KENFARB & CO. 550.02%0.02%0.02%Q3 2022Q3 20235
RESOLUTE FINANCIAL, LLC 551.95%2.14%2.26%Q4 2021Q4 20225
LifeGuide Financial Advisors, LLC 320.34%8.25%25.39%Q4 2021Q1 20245
Semmax Financial Advisors Inc. 410.00%0.01%0.02%Q4 2018Q2 20245
JMAC ENTERPRISES LLC 550.30%0.33%0.36%Q4 2021Q4 20225
FinTrust Investment Advisory Services, LLC 327.54%10.16%14.40%Q2 2013Q1 20185
SAX WEALTH ADVISORS, LLC 320.04%0.09%0.17%Q4 2020Q2 20235
Midwest Heritage Bank, FSB 550.29%0.73%2.02%Q4 2021Q4 20225
3D/L Capital Management, LLC 550.05%0.07%0.08%Q3 2021Q3 20225
Anson Capital, Inc. 553.04%4.93%6.26%Q4 2021Q4 20225
MBA Advisors LLC 550.42%0.59%0.84%Q1 2021Q1 20225
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 310.00%0.32%0.47%Q4 2020Q1 20235
HALBERT HARGROVE GLOBAL ADVISORS, LLC 210.02%0.09%0.33%Q2 2013Q2 20155
DARK FOREST CAPITAL MANAGEMENT LP 550.29%1.05%2.28%Q4 2021Q4 20225
Quintium Advisors, LLC 550.73%0.85%0.99%Q4 2014Q4 20155
MILLIE CAPITAL MANAGEMENT, LLC 550.33%0.41%0.47%Q4 2016Q4 20175
Spectrum Management Group, LLC 550.39%0.65%0.99%Q3 2021Q3 20225
Amplius Wealth Advisors, LLC 550.03%0.23%0.41%Q4 2021Q4 20225
Syverson Strege & Co 410.00%0.05%0.07%Q2 2021Q3 20225
Smart Portfolios, LLC 550.02%0.02%0.02%Q1 2018Q1 20195
KENNICOTT CAPITAL MANAGEMENT LLC 550.28%0.34%0.45%Q1 2021Q1 20225
Keystone Wealth Services, LLC 550.28%0.92%1.63%Q4 2021Q4 20225
Axiom Investment Management LLC 550.00%0.01%0.02%Q1 2019Q1 20205
RiverTree Advisors, LLC 555.16%6.00%7.02%Q1 2021Q1 20225
Campbell Wealth Management 550.02%4.77%6.45%Q1 2023Q1 20245
USAdvisors Wealth Management, LLC 550.84%2.27%2.85%Q1 2021Q1 20225
Nalls Sherbakoff Group, LLC 410.06%0.09%0.12%Q4 2018Q4 20235
Stokes Capital Advisors, LLC 550.63%1.10%1.84%Q4 2017Q4 20185
Independence Advisors, LLC 550.02%0.04%0.10%Q3 2019Q3 20205
PERSONAL CFO SOLUTIONS, LLC 210.06%0.16%0.25%Q1 2021Q2 20245
Johnson Midwest Financial, LLC 550.02%0.06%0.09%Q3 2022Q3 20235
WEST CHESTER CAPITAL ADVISORS, INC 410.48%1.54%2.95%Q4 2018Q4 20205
Crescent Capital Consulting, LLC 550.00%0.51%2.27%Q4 2020Q4 20215
Lehman & Derafelo Financial Resources LLC 320.00%0.00%0.00%Q2 2019Q3 20225
James Hambro & Partners LLP 410.04%0.07%0.10%Q1 2019Q2 20205
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 553.10%3.33%3.74%Q4 2020Q4 20215
Florence Capital Advisors, LLC 550.01%0.01%0.02%Q4 2016Q4 20175
Zions Bancorporation, N.A. 410.00%0.03%0.04%Q1 2019Q2 20205
BAR HARBOR TRUST SERVICES 320.00%0.66%1.53%Q2 2014Q2 20225
AMI INVESTMENT MANAGEMENT INC 210.13%0.14%0.14%Q4 2013Q3 20155
RAY GERALD L & ASSOCIATES LTD 550.15%0.17%0.18%Q3 2016Q3 20175
ST GERMAIN D J CO INC 550.00%0.00%0.01%Q2 2023Q2 20245
HighTower Trust Company, N.A. 320.02%0.09%0.21%Q4 2021Q1 20235
Cavalier Investments, LLC 410.39%1.63%3.97%Q3 2015Q2 20195
MONTAG A & ASSOCIATES INC 550.00%0.00%0.00%Q3 2022Q3 20235
Arden Trust Co 550.06%0.07%0.09%Q2 2019Q2 20205
Western Asset Management Company, LLC 410.01%0.01%0.01%Q2 2013Q3 20155
NOMURA HOLDINGS INC 320.00%0.00%0.01%Q1 2013Q3 20145
JONES FINANCIAL COMPANIES LLLP 320.00%0.00%0.00%Q2 2013Q2 20245
Prostatis Group LLC 310.05%1.71%2.55%Q3 2021Q2 20235
Auour Investments LLC 550.17%0.19%0.23%Q2 2023Q2 20245
TITLEIST CAPITAL, LLC 550.23%0.25%0.29%Q4 2021Q4 20225
Savior LLC 550.00%0.01%0.02%Q3 2022Q3 20235
PACIFIC SUN FINANCIAL CORP 550.14%0.16%0.19%Q3 2021Q3 20225
Ranch Capital Advisors Inc. 410.01%0.03%0.07%Q4 2019Q3 20215
Private Vista, LLC 310.04%0.06%0.08%Q3 2017Q1 20205
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.13%0.25%Q2 2015Q3 20215
Gupta Wealth Management LLC 550.31%0.33%0.37%Q1 2015Q1 20165
SCS Capital Management LLC 550.01%0.06%0.24%Q3 2013Q3 20145
Verdence Capital Advisors LLC 550.03%0.04%0.06%Q2 2021Q2 20225
BKS ADVISORS, LLC 410.07%0.08%0.08%Q2 2017Q3 20185
HHG & Company, LLC 550.56%0.62%0.68%Q2 2013Q2 20145
Landsberg, Bennett, & Dubbaneh LLC 410.99%1.15%1.56%Q4 2018Q3 20215
CARL DOMINO INC 550.25%0.28%0.35%Q2 2015Q2 20165
Kore Private Wealth LLC 320.00%0.00%0.01%Q4 2018Q2 20205
VALLEY NATIONAL BANCORP 553.63%4.17%5.35%Q4 2013Q4 20145
Farmers National Bank 320.00%0.04%0.08%Q4 2017Q2 20195
Eukles Asset Management 550.00%0.00%0.00%Q2 2023Q2 20245
MONEYWISE, INC. 550.18%0.21%0.24%Q3 2016Q3 20175
Peak Asset Management, LLC 550.12%0.26%0.32%Q1 2021Q1 20225
NorthRock Partners, LLC 410.12%0.15%0.17%Q4 2014Q1 20165
Spectrum Asset Management, Inc. (NB/CA) 550.10%0.74%2.29%Q3 2021Q3 20225
Bray Capital Advisors 320.00%0.00%0.01%Q2 2015Q3 20185
Leisure Capital Management 550.18%0.20%0.22%Q2 2016Q2 20175
Great Diamond Partners, LLC 550.43%1.23%1.60%Q4 2021Q4 20225
LifeSteps Financial, Inc. 410.03%0.53%1.12%Q1 2022Q1 20245
SIMMONS FIRST TRUST CO NA 550.13%0.26%0.30%Q4 2014Q4 20155
PALLADIEM, LLC 410.01%3.19%6.55%Q4 2014Q4 20225
Advisors Capital Management, LLC 410.01%0.02%0.02%Q3 2021Q2 20245
Elite Wealth Management, Inc. 410.01%0.01%0.01%Q3 2012Q1 20145
Beacon Pointe Wealth Advisors, LLC 550.05%0.08%0.12%Q4 2018Q4 20195
FIRST HORIZON CORP 410.06%0.98%1.87%Q2 2013Q2 20215
FLC Capital Advisors 410.10%0.20%0.37%Q2 2021Q3 20225
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.03%0.16%Q3 2017Q1 20205
Hirtle Callaghan & Co LLC 410.12%0.20%0.24%Q2 2022Q2 20245
Delek Group, Ltd. 550.01%0.02%0.04%Q4 2017Q4 20185
Dynasty Wealth Management, LLC 410.20%0.72%1.21%Q4 2017Q2 20245
Benchmark Financial Wealth Advisors, LLC 550.21%1.08%2.20%Q1 2021Q1 20225
NewDay Solutions, LLC 413.24%5.63%7.23%Q4 2018Q1 20205
Paloma Partners Management Co 310.01%0.01%0.01%Q3 2016Q2 20205
Wealth & Pension Services Group, Inc. 550.41%0.48%0.64%Q3 2018Q3 20195
Torch Wealth Management LLC 320.04%0.09%0.17%Q4 2013Q3 20155
New Republic Capital, LLC 410.01%0.02%0.04%Q4 2022Q2 20245
Arcataur Capital Management LLC 550.45%0.49%0.54%Q2 2023Q2 20245
Cherry Tree Wealth Management, LLC 550.00%0.02%0.04%Q2 2023Q2 20245
Impact Partnership Wealth, LLC 550.38%0.62%0.81%Q2 2023Q2 20245
Sowa Financial Group, Inc. 550.07%0.08%0.10%Q4 2019Q4 20205
Aries Wealth Management 550.18%0.20%0.21%Q4 2017Q4 20185
Buck Wealth Strategies, LLC 410.21%1.75%2.20%Q3 2022Q2 20245
Veracity Capital LLC 550.18%0.24%0.34%Q3 2021Q3 20225
Kernodle & Katon Asset Management Group, LLC 550.01%0.09%0.12%Q4 2015Q4 20165
FIDUCIENT ADVISORS LLC 410.02%0.09%0.16%Q1 2023Q2 20245
Fortis Group Advisors, LLC 410.00%0.16%0.78%Q3 2020Q2 20245
Icon Wealth Advisors, LLC 320.09%0.21%0.67%Q3 2022Q2 20245
Advisor Resource Council 310.20%0.51%0.90%Q2 2021Q4 20235
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.01%Q2 2019Q4 20205
Fortune Financial Advisors, LLC 551.28%1.45%1.59%Q2 2023Q2 20245
Blue Granite Capital, LLC 550.46%0.58%0.72%Q4 2016Q4 20175
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 550.08%0.27%0.62%Q2 2013Q2 20145
GUIDANCE CAPITAL, INC 550.21%0.39%0.52%Q2 2023Q2 20245
Redwood Investment Management, LLC 320.02%0.61%1.07%Q4 2021Q4 20235
Fiduciary Alliance LLC 410.02%0.05%0.06%Q4 2022Q1 20245
Three Bridge Wealth Advisors, LLC 550.08%0.11%0.14%Q1 2022Q1 20235
Onex Canada Asset Management Inc. 210.01%0.01%0.02%Q2 2015Q4 20205
Wilmington Trust Investment Management, LLC 550.30%0.33%0.36%Q2 2013Q2 20145
Global Assets Advisory, LLC 410.02%0.99%2.19%Q3 2022Q1 20245
GDS Wealth Management 550.70%0.90%1.05%Q4 2021Q4 20225
CYPRESS FINANCIAL PLANNING LLC 550.12%0.37%0.70%Q2 2022Q2 20235
Carlson Capital, L.P. 550.46%0.83%1.21%Q3 2022Q3 20235
ESG Planning DBA Harper Investing 550.34%1.46%2.07%Q1 2022Q1 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Portfolio Strategies Inc 550.00%0.00%0.00%Q4 2016Q4 20175
Harvest Fund Management Co., Ltd 320.02%0.03%0.04%Q1 2017Q2 20185
Empirical Asset Management, LLC 410.23%0.32%0.35%Q4 2021Q2 20245
FSC Wealth Advisors, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
BAKER TILLY WEALTH MANAGEMENT, LLC 320.02%0.07%0.14%Q4 2021Q1 20245
Atlas Financial Advisors, Inc. 550.28%0.36%0.42%Q4 2021Q4 20225
High Net Worth Advisory Group LLC 550.03%0.03%0.04%Q4 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.03%0.05%0.13%Q4 2016Q4 20175
Security Financial Services, INC. 410.05%0.34%0.66%Q4 2021Q1 20245
FirstPurpose Wealth LLC 320.14%0.27%0.41%Q1 2022Q1 20245
Capasso Planning Partners LLC 550.13%0.15%0.16%Q4 2021Q4 20225
Forbes Financial Planning, Inc. 551.41%3.35%7.05%Q4 2021Q4 20225
Cypress Capital, LLC 320.04%1.36%3.36%Q3 2021Q4 20235
Mach-1 Financial Group, LLC 410.04%0.05%0.09%Q4 2021Q2 20235
Lantz Financial LLC 550.24%0.33%0.39%Q3 2021Q3 20225
WESTERN FINANCIAL Corp 550.82%1.05%1.30%Q3 2021Q3 20225
Portfolio Solutions, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
Strategic Equity Management 411.05%1.60%2.17%Q4 2020Q1 20225
Life Planning Partners, Inc 410.03%0.04%0.05%Q4 2021Q4 20235
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 210.75%3.72%12.91%Q2 2013Q1 20155
Johnson Bixby & Associates, LLC 550.06%0.07%0.08%Q4 2020Q4 20215
55I, LLC 550.16%0.80%1.88%Q1 2021Q1 20225
Wells Trecaso Financial Group, LLC 320.09%0.10%0.11%Q1 2022Q2 20235
OneAscent Wealth Management LLC 210.09%0.11%0.13%Q1 2022Q3 20235
Greenwich Investment Management, Inc. 550.21%0.46%0.62%Q2 2018Q2 20195
CAPSTONE ASSET MANAGEMENT CO 440.01%0.01%0.01%Q4 2013Q3 20144
Braun-Bostich & Associates Inc. 440.12%1.14%2.48%Q4 2017Q3 20184
Worth Asset Management, LLC 440.00%0.05%0.11%Q1 2022Q4 20224
UNION SAVINGS BANK 440.00%0.00%0.00%Q2 2023Q1 20244
McAdams Wright Ragen, Inc. 310.01%0.02%0.02%Q2 2013Q3 20144
First Allied Asset Management, Inc. 310.07%0.38%1.12%Q2 2013Q1 20154
Nemes Rush Group LLC 440.00%0.00%0.00%Q3 2023Q2 20244
COOPER/HAIMS ADVISORS, LLC 440.18%0.21%0.27%Q1 2022Q4 20224
Surevest, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
ORG Partners LLC 310.03%0.06%0.13%Q2 2023Q2 20244
Riverview Trust Co 220.00%0.11%0.24%Q4 2020Q4 20234
Nachman Norwood & Parrott, Inc 440.03%0.03%0.04%Q3 2020Q2 20214
SNS Financial Group, LLC 440.14%0.39%0.66%Q1 2013Q4 20134
Julex Capital Management, LLC 440.00%4.02%15.80%Q4 2018Q3 20194
LEVEL FOUR FINANCIAL, LLC 440.14%0.14%0.15%Q4 2020Q3 20214
Empowered Funds, LLC 220.36%0.81%1.35%Q3 2021Q3 20224
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.02%0.02%0.02%Q4 2017Q3 20184
Portside Wealth Group, LLC 440.33%0.43%0.51%Q3 2023Q2 20244
Armbruster Capital Management, Inc. 220.00%0.20%0.72%Q3 2017Q1 20224
U.S. Capital Wealth Advisors, LLC 310.00%0.02%0.02%Q3 2021Q4 20224
Wealth Management Solutions, LLC 310.16%0.95%2.53%Q4 2021Q1 20234
PRINCIPAL FINANCIAL GROUP INC 310.00%0.00%0.00%Q3 2021Q1 20244
Salomon & Ludwin, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
Cornerstone Wealth Group, LLC 310.67%1.72%4.75%Q2 2019Q2 20204
First National Bank of South Miami 440.04%0.05%0.05%Q4 2018Q3 20194
FutureAdvisor, Inc. 440.72%1.20%1.96%Q4 2014Q3 20154
TOWER TRUST Co 440.20%0.23%0.30%Q2 2013Q1 20144
AAFMAA Wealth Management & Trust LLC 440.32%4.23%6.10%Q1 2023Q4 20234
Financial Strategies Group, Inc. 310.11%0.15%0.18%Q3 2020Q4 20224
ACADIA TRUST NA 310.32%0.37%0.40%Q3 2014Q4 20154
Prestige Wealth Management Group LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Leicht Financial Planning & Wealth Management, Inc. 440.37%1.78%3.90%Q2 2019Q1 20204
CANANDAIGUA NATIONAL BANK & TRUST CO 440.47%0.63%0.72%Q2 2017Q1 20184
Werba Rubin Papier Wealth Management 440.15%0.34%0.54%Q4 2022Q3 20234
Ratio Wealth Group 310.35%3.90%5.92%Q4 2020Q3 20224
FFG RETIREMENT ADVISORS LLC 441.25%1.35%1.45%Q3 2023Q2 20244
Kiwi Wealth Investments Limited Partnership 441.05%8.85%28.68%Q1 2023Q4 20234
Global Strategic Investment Solutions, LLC 440.06%0.07%0.07%Q1 2021Q4 20214
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.06%0.11%0.23%Q1 2022Q4 20224
Bristlecone Advisors, LLC 440.04%0.06%0.08%Q4 2019Q3 20204
Beacon Bridge Wealth Partners, LLC 440.13%0.16%0.19%Q4 2022Q3 20234
PIERSHALE FINANCIAL GROUP, INC. 310.01%0.01%0.01%Q4 2015Q2 20234
Inlet Private Wealth, LLC 440.08%0.10%0.11%Q3 2022Q2 20234
VANGUARD GROUP INC 440.00%0.00%0.00%Q3 2023Q2 20244
Kelman-Lazarov, Inc. 440.01%0.02%0.03%Q1 2016Q4 20164
Personal Wealth Partners 310.04%0.04%0.04%Q2 2019Q2 20214
RETIREMENT CAPITAL STRATEGIES 220.09%1.40%2.88%Q3 2020Q1 20244
Catamount Wealth Management 210.00%0.00%0.00%Q1 2015Q4 20184
My Legacy Advisors, LLC 440.10%0.15%0.21%Q3 2023Q2 20244
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Premia Global Advisors, LLC 310.02%0.06%0.11%Q4 2017Q1 20194
BURNS J W & CO INC/NY 440.05%0.05%0.06%Q3 2023Q2 20244
Milestone Advisory Partners 440.81%1.74%3.86%Q1 2022Q4 20224
RED CEDAR INVESTMENT MANAGEMENT, LLC 440.05%1.40%2.95%Q3 2018Q2 20194
Rooted Wealth Advisors, Inc. 440.20%0.22%0.24%Q4 2022Q3 20234
Center For Asset Management LLC 221.04%1.69%3.05%Q4 2020Q2 20224
NCM Capital Management, LLC 440.38%0.41%0.42%Q1 2022Q4 20224
GRIES FINANCIAL LLC 310.10%0.54%1.27%Q3 2021Q3 20224
Edmond de Rothschild (Europe) 441.51%2.08%2.76%Q4 2015Q3 20164
Level Financial Advisors 440.01%0.02%0.02%Q4 2021Q3 20224
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 440.13%0.16%0.18%Q1 2018Q4 20184
Horizon Kinetics 440.03%0.04%0.05%Q2 2013Q1 20144
JTC Employer Solutions Trustee Ltd 440.02%0.02%0.02%Q2 2021Q1 20224
Rotella Capital Management, Inc. 440.33%1.85%3.77%Q1 2014Q4 20144
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.07%0.09%0.11%Q4 2019Q2 20244
KARLINSKI ANDREW C 440.08%0.10%0.13%Q4 2021Q3 20224
Scissortail Wealth Management, LLC 210.19%0.48%0.76%Q1 2022Q2 20244
Cherry Creek Investment Advisors, Inc. 442.40%2.83%3.12%Q2 2021Q1 20224
CX Institutional 210.00%0.00%0.01%Q3 2018Q2 20224
Family Asset Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
LVZ, Inc. 220.03%0.04%0.04%Q1 2022Q1 20234
Strategic Investment Solutions, Inc. /IL 440.00%0.01%0.02%Q1 2023Q4 20234
Intercontinental Wealth Advisors, LLC 220.19%0.38%0.62%Q2 2017Q2 20234
Confluence Wealth Services, Inc. 310.02%0.06%0.09%Q4 2021Q2 20244
ETFIDEA, LLC 440.10%0.12%0.14%Q4 2021Q3 20224
Sepio Capital, LP 310.04%0.08%0.10%Q4 2021Q2 20244
DAYMARK WEALTH PARTNERS, LLC 310.02%0.03%0.04%Q4 2022Q2 20244
Simplicity Wealth,LLC 440.06%0.18%0.34%Q3 2023Q2 20244
Hoxton Planning & Management, LLC 440.36%0.59%0.87%Q4 2022Q3 20234
NewEdge Wealth, LLC 440.02%0.21%0.38%Q4 2021Q3 20224
CapWealth Advisors, LLC 220.00%0.09%0.18%Q1 2016Q2 20224
Bluefin Trading, LLC 210.04%0.75%2.06%Q3 2013Q1 20154
Investors Financial Group, LLC 440.18%0.23%0.29%Q4 2019Q3 20204
Centurion Wealth Management LLC 310.23%0.30%0.48%Q4 2022Q1 20244
Tranquilli Financial Advisor LLC 440.24%0.29%0.33%Q3 2023Q2 20244
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 310.00%0.00%0.01%Q4 2019Q2 20234
Austin Private Wealth, LLC 440.15%0.25%0.36%Q3 2023Q2 20244
Hochman Cole Investment Advisors, Inc. 440.23%0.26%0.31%Q4 2020Q3 20214
Kellett Wealth Advisors, LLC 440.28%0.31%0.34%Q4 2021Q3 20224
ATTICUS WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2022Q3 20234
Karn, Couzens & Associates, Inc. 440.19%0.40%0.77%Q2 2021Q1 20224
Brevan Howard Capital Management LP 440.08%0.16%0.26%Q1 2023Q4 20234
Ten Capital Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Trexquant Investment LP 110.01%0.02%0.04%Q3 2020Q3 20234
MKD WEALTH COACHES, LLC 210.02%3.50%5.40%Q2 2019Q4 20204
Virtu Financial LLC 110.01%0.05%0.14%Q3 2017Q4 20194
INSPIRION WEALTH ADVISORS, LLC 440.12%0.16%0.19%Q1 2022Q4 20224
FINANCIAL COUNSELORS INC 440.01%0.01%0.01%Q3 2023Q2 20244
Curi RMB Capital, LLC 440.01%0.01%0.01%Q3 2017Q2 20184
Professional Financial Advisors, LLC 310.08%4.08%5.89%Q1 2022Q4 20234
Richwood Investment Advisors, LLC 310.20%0.22%0.24%Q4 2021Q4 20224
OmniStar Financial Group, Inc. 310.27%0.30%0.33%Q3 2021Q4 20224
Loveless Wealth Management LLC 440.16%0.18%0.20%Q3 2021Q2 20224
PBMares Wealth Management LLC 440.29%0.33%0.35%Q1 2020Q4 20204
OAKWOOD CAPITAL MANAGEMENT LLC/CA 440.09%0.11%0.11%Q1 2020Q4 20204
Haverford Financial Services, Inc. 440.06%0.06%0.06%Q2 2021Q1 20224
FARMERS TRUST CO 440.12%0.12%0.13%Q3 2021Q2 20224
J.P. Turner & Co Capital Mnagement, LLC 440.63%0.72%0.94%Q4 2014Q3 20154
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 440.00%0.01%0.02%Q2 2016Q1 20174
Nan Shan Life Insurance Co., Ltd. 440.24%0.37%0.64%Q1 2018Q4 20184
Cypress Capital Management LLC (WY) 440.03%0.03%0.04%Q1 2018Q4 20184
Alliance Wealth Advisors, LLC /UT 440.45%1.20%1.99%Q3 2023Q2 20244
Hedeker Wealth, LLC 110.03%0.08%0.14%Q4 2014Q3 20164
Blue Sky Asset Management, LLC 220.72%1.02%1.38%Q2 2017Q2 20184
GRAND WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
1 NORTH WEALTH SERVICES LLC 225.44%5.85%6.34%Q4 2018Q4 20194
RELIANCE TRUST CO 440.23%0.27%0.30%Q2 2013Q1 20144
Strategic Wealth Management Group, LLC 440.27%0.34%0.50%Q3 2020Q2 20214
Beck Bode, LLC 440.34%0.89%1.14%Q1 2022Q4 20224
Vantage Financial Partners, LLC 310.05%0.08%0.09%Q1 2023Q2 20244
BlueCrest Capital Management Ltd 210.03%0.77%2.80%Q3 2021Q1 20234
NBC SECURITIES, INC. 440.02%0.05%0.07%Q3 2023Q2 20244
Williams Jones Wealth Management, LLC. 440.00%0.00%0.01%Q3 2023Q2 20244
JOYN Advisors, Inc. 210.00%0.02%0.05%Q2 2013Q2 20184
ABERDEEN ASSET MANAGEMENT PLC/UK 440.01%0.01%0.01%Q3 2016Q2 20174
Indiana Trust & Investment Management Co 440.08%0.09%0.11%Q3 2023Q2 20244
FOUNDERS BANK & TRUST 440.01%0.01%0.01%Q2 2013Q1 20144
HARVEST VOLATILITY MANAGEMENT LLC 441.15%1.81%2.76%Q1 2021Q4 20214
Hemington Wealth Management 310.19%0.26%0.41%Q1 2021Q1 20224
KING LUTHER CAPITAL MANAGEMENT CORP 210.00%0.02%0.04%Q2 2016Q3 20234
MASON STREET ADVISORS, LLC 440.01%0.02%0.04%Q1 2017Q4 20174
VisionPoint Advisory Group, LLC 440.00%0.11%0.41%Q3 2023Q2 20244
GlobalBridge, Inc. 440.16%0.25%0.32%Q2 2013Q1 20144
SHAYNE & JACOBS, LLC 440.27%0.30%0.33%Q3 2023Q2 20244
Quantitative Advantage, LLC 220.10%0.98%1.89%Q4 2016Q1 20234
CLIENT 1ST ADVISORY GROUP, LLC 440.12%0.13%0.14%Q3 2023Q2 20244
Marks Wealth, LLC 311.70%2.13%3.07%Q4 2020Q4 20214
TRAPHAGEN INVESTMENT ADVISORS LLC 442.25%2.40%2.49%Q1 2019Q4 20194
Carolina Wealth Advisors, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Stanford Investment Group, Inc. 440.01%0.01%0.02%Q1 2016Q4 20164
Verde Capital Management 440.49%0.82%1.01%Q4 2019Q3 20204
SYNTAX RESEARCH, INC. 440.36%0.37%0.39%Q3 2023Q2 20244
Envestnet Portfolio Solutions, Inc. 440.11%0.16%0.27%Q3 2023Q2 20244
SPINNAKER TRUST 440.06%0.06%0.06%Q2 2013Q1 20144
TIAA TRUST, NATIONAL ASSOCIATION 440.03%0.03%0.03%Q3 2023Q2 20244
BEESE FULMER INVESTMENT MANAGEMENT, INC. 310.02%0.03%0.04%Q4 2019Q4 20214
W ADVISORS, LLC 440.33%0.38%0.50%Q4 2021Q3 20224
Rafferty Asset Management, LLC 440.03%0.05%0.07%Q2 2022Q1 20234
Monument Capital Management 440.17%0.25%0.32%Q1 2021Q4 20214
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 440.14%3.51%7.67%Q2 2017Q1 20184
Bluesphere Advisors, LLC 440.28%0.40%0.52%Q4 2021Q3 20224
First PREMIER Bank 440.01%0.01%0.01%Q1 2022Q4 20224
Meritas Wealth Management, LLC 440.45%0.48%0.53%Q4 2022Q3 20234
Verition Fund Management LLC 210.00%0.07%0.17%Q1 2021Q1 20244
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20234
Astor Investment Management LLC 220.00%0.21%0.42%Q3 2020Q1 20224
Peachtree Investment Advisors, Inc. 440.04%0.04%0.04%Q3 2014Q2 20154
SHEETS SMITH WEALTH MANAGEMENT 110.00%1.99%4.29%Q1 2013Q3 20234
Certus Wealth Management, LLC 310.34%0.72%1.02%Q2 2023Q2 20244
KINGSWOOD WEALTH ADVISORS, LLC 440.02%0.05%0.09%Q3 2023Q2 20244
Northwest Financial Advisors 330.03%0.05%0.06%Q4 2023Q2 20243
SimpliFi, Inc. 334.18%8.70%11.03%Q4 2017Q2 20183
Epstein & White Financial LLC 330.20%0.34%0.53%Q4 2017Q2 20183
EQ LLC 210.15%0.19%0.22%Q3 2021Q2 20223
BFSG, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
SpiderRock Advisors, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Doyle Wealth Management 110.01%0.02%0.02%Q4 2018Q4 20203
Moloney Securities Asset Management, LLC 330.20%0.21%0.23%Q4 2016Q2 20173
SilverOak Wealth Management LLC 330.15%0.17%0.20%Q4 2023Q2 20243
CRITERION CAPITAL ADVISORS, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Independent Advisor Alliance 110.03%0.27%0.46%Q1 2017Q4 20203
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 210.00%0.00%0.00%Q4 2016Q1 20233
Windsor Creek Advisors, LLC 330.33%0.36%0.39%Q2 2021Q4 20213
Paradigm Financial Partners, LLC 330.08%0.09%0.12%Q3 2021Q1 20223
Hoover Financial Advisors, Inc. 330.00%0.00%0.00%Q4 2020Q2 20213
Trinity Wealth Management, LLC 210.20%0.30%0.40%Q3 2021Q2 20223
KHP Capital, LLC 330.03%0.03%0.04%Q1 2018Q3 20183
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 3331.04%32.20%32.97%Q4 2015Q2 20163
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
CHESAPEAKE CAPITAL CORP /IL/ 330.66%1.56%2.17%Q4 2023Q2 20243
Matrix Trust Co 330.03%0.03%0.03%Q4 2023Q2 20243
Sound View Wealth Advisors Group, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Private Wealth Advisors, LLC 331.20%1.39%1.63%Q2 2021Q4 20213
Arkfeld Wealth Strategies, L.L.C. 333.96%4.73%5.33%Q1 2021Q3 20213
River Wealth Advisors LLC 330.01%0.01%0.02%Q2 2018Q4 20183
Genesis Wealth Advisors, LLC 330.96%0.99%1.03%Q4 2014Q2 20153
Heartwood Wealth Advisors LLC 331.82%1.86%1.91%Q4 2023Q2 20243
Kirkoswald Asset Management LLC 222.45%20.55%46.75%Q1 2023Q2 20233
HawsGoodwin Investment Management LLC 330.46%0.50%0.51%Q2 2021Q4 20213
DESCHAINE & COMPANY, LLC 330.37%0.39%0.40%Q4 2014Q2 20153
TCG Advisors, LP 210.00%0.08%0.25%Q1 2019Q2 20203
Great Lakes Retirement, Inc. 210.00%0.43%0.67%Q4 2019Q2 20243
WJ Wealth Management, LLC 330.19%0.39%0.75%Q2 2021Q4 20213
Lion Street Advisors, LLC 110.14%0.42%0.73%Q1 2020Q2 20213
FolioMetrix LLC 330.11%0.14%0.21%Q4 2014Q2 20153
Bramshill Investments, LLC 330.06%0.06%0.08%Q2 2017Q4 20173
Raab & Moskowitz Asset Management LLC 110.00%0.01%0.01%Q4 2014Q4 20193
NextCapital Advisers, Inc. 330.31%2.52%3.70%Q1 2018Q3 20183
One River Asset Management, LLC 210.04%0.17%0.28%Q1 2023Q4 20233
SCHNIEDERS CAPITAL MANAGEMENT LLC 330.12%0.13%0.15%Q4 2021Q2 20223
Point72 Asset Management, L.P. 110.00%0.01%0.02%Q2 2023Q4 20233
Summit Wealth Group, LLC 210.17%0.36%0.51%Q1 2023Q2 20243
Tidal Investments LLC 330.01%0.01%0.02%Q4 2023Q2 20243
Point72 Hong Kong Ltd 110.46%2.77%6.73%Q2 2020Q2 20233
Hamilton Point Investment Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Fusion Investment Group, LLC 330.06%0.07%0.08%Q4 2013Q2 20143
Blue Edge Capital, LLC 330.93%0.97%1.03%Q4 2016Q2 20173
GM Advisory Group, LLC 330.46%0.48%0.50%Q2 2016Q4 20163
Verity Asset Management, Inc. 110.14%0.99%2.50%Q2 2015Q1 20213
COMPTON CAPITAL MANAGEMENT INC /RI 330.09%0.09%0.09%Q3 2017Q1 20183
Filbrandt Wealth Management, LLC 110.02%0.03%0.03%Q4 2019Q4 20203
BEACON FINANCIAL GROUP 330.09%0.13%0.17%Q4 2023Q2 20243
First Pacific Financial 330.00%0.01%0.01%Q4 2023Q2 20243
Heritage Wealth Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Davis Capital Management 210.00%0.01%0.01%Q1 2020Q4 20233
Winch Advisory Services, LLC 210.00%0.03%0.06%Q1 2015Q3 20173
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.16%0.26%0.35%Q4 2021Q3 20223
East Coast Asset Management, LLC. 330.01%0.12%0.19%Q4 2012Q2 20133
Willingdon Wealth Management 330.00%0.00%0.01%Q3 2017Q1 20183
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2015Q2 20193
Empirical Finance, LLC 210.24%0.64%0.97%Q4 2016Q3 20173
WIPFLI FINANCIAL ADVISORS LLC, 330.18%0.18%0.19%Q1 2022Q3 20223
Capital Wealth Planning, LLC 210.02%0.02%0.02%Q2 2019Q1 20203
Blossom Wealth Management 331.45%1.58%1.69%Q4 2021Q2 20223
Delta Dental Plan of Michigan, Inc. 332.53%2.63%2.72%Q4 2017Q2 20183
Executive Wealth Management, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
Novak Financial Planning, LLC 330.34%0.38%0.42%Q4 2020Q2 20213
Colony Group, LLC 330.01%0.05%0.07%Q4 2023Q2 20243
Destiny Wealth Partners, LLC 210.00%0.07%0.10%Q4 2020Q4 20223
San Luis Wealth Advisors LLC 113.67%5.12%6.61%Q4 2020Q1 20223
Midwest Wealth Management Inc. 330.14%0.17%0.20%Q4 2020Q2 20213
Strategic Income Management, LLC 330.66%0.66%0.67%Q4 2014Q2 20153
Smith Affiliated Capital Corp. 330.03%0.07%0.10%Q2 2010Q4 20103
Thrive Capital Management, LLC 330.17%0.22%0.29%Q4 2021Q2 20223
First Fiduciary Investment Counsel, Inc. 330.08%0.14%0.21%Q2 2013Q4 20133
Edgestream Partners, L.P. 110.03%0.09%0.18%Q2 2023Q2 20243
Euclid Advisors LLC 110.41%0.42%0.43%Q2 2014Q1 20163
ACAS, LLC 330.27%0.27%0.28%Q3 2021Q1 20223
Pallas Capital Advisors LLC 330.26%0.49%0.66%Q2 2021Q4 20213
Vermillion & White Wealth Management Group, LLC 330.10%0.11%0.11%Q4 2023Q2 20243
Prentice Wealth Management LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Cardinal Point Wealth Management LLC 330.09%0.10%0.10%Q1 2021Q3 20213
Mizuho Securities Co. Ltd. 330.00%0.00%0.00%Q1 2022Q3 20223
ENZI WEALTH 330.18%0.61%0.85%Q3 2022Q1 20233
Herold Advisors, Inc. 110.03%0.06%0.07%Q3 2021Q1 20233
SFMG, LLC 110.02%0.06%0.08%Q2 2013Q4 20213
Meristem Family Wealth, LLC 330.08%0.09%0.09%Q3 2021Q1 20223
Clear Harbor Asset Management, LLC 110.00%0.01%0.02%Q2 2014Q3 20203
SURIENCE PRIVATE WEALTH LLC 334.57%5.95%6.96%Q4 2021Q2 20223
Carmel Capital Partners, LLC 330.01%0.03%0.04%Q1 2023Q3 20233
Austin Asset Management Co Inc 330.06%0.06%0.07%Q4 2023Q2 20243
Pacific Life Fund Advisors LLC 331.68%2.36%2.73%Q4 2023Q2 20243
Stiles Financial Services Inc 330.60%0.65%0.73%Q4 2021Q2 20223
Verus Financial Partners, Inc. 210.06%0.08%0.11%Q3 2020Q2 20223
S.C. Financial Services, Inc. 330.31%0.42%0.54%Q4 2021Q2 20223
TCWP LLC 330.12%0.19%0.29%Q4 2021Q2 20223
Phraction Management LLC 330.13%0.14%0.14%Q4 2021Q2 20223
AIRE ADVISORS, LLC 330.10%0.49%0.90%Q4 2021Q2 20223
Pinnacle Private Wealth, LLC 330.14%0.16%0.18%Q4 2021Q2 20223
YHB Investment Advisors, Inc. 330.13%0.15%0.16%Q2 2021Q4 20213
Stegent Equity Advisors, Inc. 210.27%0.52%0.71%Q4 2021Q1 20233
Archvest Wealth Advisors, Inc. 330.42%0.56%0.81%Q4 2023Q2 20243
Prosperity Consulting Group, LLC 210.15%0.20%0.24%Q3 2022Q2 20243
Compass Efficient Model Portfolios, LLC 330.03%0.40%0.87%Q2 2013Q4 20133
Blackston Financial Advisory Group, LLC 330.27%0.37%0.43%Q2 2022Q4 20223
SPRING CREEK CAPITAL LLC 330.07%0.23%0.36%Q2 2018Q4 20183
SHINE INVESTMENT ADVISORY SERVICES INC 210.00%0.01%0.01%Q2 2017Q4 20193
OXFORD ASSET MANAGEMENT LLP 210.13%0.17%0.20%Q3 2017Q2 20183
SIENA CAPITAL LLC 330.00%0.00%0.01%Q1 2022Q3 20223
Aspire Wealth Management Corp 330.00%0.00%0.00%Q3 2023Q1 20243
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.01%0.02%Q3 2017Q3 20233
Cannell & Spears LLC 110.02%0.03%0.03%Q1 2016Q4 20173
FORTE ASSET MANAGEMENT LLC 330.83%2.07%4.07%Q2 2022Q4 20223
WealthPlan Investment Management, LLC 210.03%0.03%0.03%Q1 2022Q4 20223
Wallace Advisory Group, LLC 330.18%0.56%0.84%Q4 2023Q2 20243
Tevis Investment Management 330.01%0.01%0.01%Q4 2021Q2 20223
Coppell Advisory Solutions Corp. 210.01%0.35%0.98%Q4 2022Q1 20243
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q1 2019Q3 20233
Abound Wealth Management 110.00%0.01%0.03%Q4 2021Q3 20233
Fortitude Family Office, LLC 331.88%2.82%3.73%Q4 2023Q2 20243
Lee Financial Co 330.02%0.02%0.02%Q2 2020Q4 20203
Gallacher Capital Management LLC 330.18%0.24%0.27%Q4 2022Q2 20233
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q1 20233
TSA Wealth Managment LLC 330.84%0.88%0.96%Q4 2023Q2 20243
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
TFB Advisors LLC 210.15%0.36%0.53%Q2 2023Q2 20243
Main Street Group, LTD 330.01%0.01%0.01%Q4 2023Q2 20243
EVERETT HARRIS & CO /CA/ 210.00%0.00%0.00%Q2 2022Q2 20233
SSI INVESTMENT MANAGEMENT LLC 210.02%0.02%0.02%Q2 2013Q3 20143
Strategies Wealth Advisors, LLC 330.10%0.11%0.11%Q4 2021Q2 20223
SWEENEY & MICHEL, LLC 330.17%0.21%0.24%Q1 2023Q3 20233
Aspect Partners, LLC 330.09%0.10%0.12%Q4 2023Q2 20243
SYKON CAPITAL LLC 330.48%1.00%1.37%Q4 2023Q2 20243
Pictet Asset Management Holding SA 210.02%0.04%0.04%Q3 2023Q2 20243
DORVAL Corp 335.89%5.93%5.99%Q4 2023Q2 20243
Paragon Capital Management LLC 210.02%0.03%0.04%Q1 2019Q1 20203
Concurrent Investment Advisors, LLC 330.01%0.03%0.05%Q4 2023Q2 20243
Stephenson & Company, Inc. 332.01%2.07%2.10%Q4 2023Q2 20243
Modern Wealth Management, LLC 330.05%0.06%0.09%Q4 2023Q2 20243
NOVARE CAPITAL MANAGEMENT LLC 330.02%0.04%0.05%Q4 2022Q2 20233
Tyche Wealth Partners LLC 330.15%0.22%0.25%Q4 2023Q2 20243
Quotient Wealth Partners, LLC 330.02%0.48%1.39%Q4 2023Q2 20243
Shared Vision Wealth Group LLC 330.60%0.65%0.74%Q4 2023Q2 20243
Forthright Family Wealth Advisory LLC 330.89%0.97%1.05%Q4 2023Q2 20243
WETZEL INVESTMENT ADVISORS, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Advantage Trust Co 330.02%0.02%0.02%Q4 2023Q2 20243
Tidemark, LLC 330.07%0.15%0.21%Q4 2023Q2 20243
Gilliland Jeter Wealth Management LLC 330.02%0.05%0.12%Q4 2023Q2 20243
Darden Wealth Group Inc 331.06%1.52%1.98%Q4 2023Q2 20243
Stablepoint Partners, LLC 331.10%1.19%1.25%Q4 2023Q2 20243
Spectrum Wealth Counsel, LLC 330.06%0.07%0.07%Q4 2023Q2 20243
Pathstone Holdings, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Abich Financial Wealth Management LLC 330.06%0.08%0.11%Q4 2023Q2 20243
ELEVATE WEALTH ADVISORY, INC 330.04%0.06%0.08%Q4 2023Q2 20243
Mosley Wealth Management 330.50%0.56%0.60%Q4 2023Q2 20243
Financial Network Wealth Advisors LLC 330.44%0.49%0.54%Q4 2023Q2 20243
Silver Coast Investments LLC 333.74%3.82%3.96%Q4 2023Q2 20243
Wealth Forward, LLC 338.40%8.54%8.75%Q4 2023Q2 20243
Creekmur Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
True Vision MN LLC 330.59%0.61%0.62%Q4 2023Q2 20243
Transcendent Capital Group LLC 330.04%0.04%0.04%Q4 2023Q2 20243
NAPATREE CAPITAL LLC 330.26%0.30%0.33%Q4 2023Q2 20243
Fox Hill Wealth Management 331.23%1.50%1.91%Q4 2023Q2 20243
WealthCollab, LLC 331.65%1.71%1.78%Q4 2023Q2 20243
Fairway Wealth LLC 330.59%0.89%1.39%Q4 2023Q2 20243
Financial Gravity Companies, Inc. 211.21%1.61%2.38%Q4 2017Q4 20183
CAMELOT TECHNOLOGY ADVISORS, INC. 330.36%0.39%0.42%Q4 2023Q2 20243
International Private Wealth Advisors LLC 330.37%0.55%0.69%Q4 2023Q2 20243
Farrell Financial LLC 330.65%0.73%0.88%Q4 2023Q2 20243
WR Wealth Planners, LLC 210.01%0.02%0.04%Q3 2023Q2 20243
Christensen, King & Associates Investment Services, Inc. 330.54%0.62%0.70%Q4 2023Q2 20243
PICTET ASSET MANAGEMENT SA 330.00%0.01%0.01%Q3 2021Q1 20223
EQUITABLE TRUST CO 330.04%0.05%0.05%Q2 2019Q4 20193
Foothills Asset Management, Ltd. 332.17%2.21%2.23%Q2 2014Q4 20143
BANK OF THE WEST 210.02%0.03%0.03%Q1 2018Q1 20193
MARSHALL FINANCIAL GROUP INC /ADV 330.24%0.28%0.34%Q4 2023Q2 20243
SEARLE & CO. 330.02%0.02%0.02%Q4 2014Q2 20153
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.43%0.48%0.54%Q1 2018Q3 20183
ROMAN BUTLER FULLERTON & CO 330.17%0.17%0.18%Q1 2022Q3 20223
Douglass Winthrop Advisors, LLC 330.03%0.03%0.04%Q2 2013Q4 20133
BAILARD, INC. 210.01%0.02%0.04%Q3 2014Q4 20203
HORAN CAPITAL MANAGEMENT 210.23%0.31%0.43%Q1 2015Q4 20153
PRINCIPAL SECURITIES, INC. 330.19%0.46%0.98%Q4 2023Q2 20243
Mariner Wealth Advisors-Madison, LLC 330.06%0.08%0.10%Q1 2013Q3 20133
QCM Cayman, Ltd. 210.96%1.53%2.53%Q1 2021Q1 20223
MCMORGAN & CO LLC 331.32%4.23%6.63%Q2 2021Q4 20213
QUEST CAPITAL MANAGEMENT INC /ADV 210.03%0.05%0.06%Q3 2020Q4 20213
DAVIDSON TRUST CO 330.14%0.15%0.16%Q4 2023Q2 20243
ROTHSCHILD INVESTMENT LLC 330.00%0.00%0.00%Q4 2023Q2 20243
SENTINEL TRUST CO LBA 330.03%0.03%0.03%Q1 2016Q3 20163
PHILADELPHIA TRUST CO 210.02%0.02%0.02%Q2 2013Q3 20143
Poehling Capital Management, INC. 330.00%0.00%0.00%Q4 2017Q2 20183
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q2 20213
Triumph Capital Management 330.24%0.36%0.43%Q3 2021Q1 20223
Wealth Alliance Advisory Group, LLC 330.83%0.87%0.90%Q1 2018Q3 20183
Windsor Advisory Group, LLC 210.03%0.03%0.04%Q4 2022Q2 20243
PrairieView Partners, LLC 110.02%0.02%0.04%Q1 2020Q2 20223
Legacy Financial Strategies, LLC 330.41%0.46%0.52%Q4 2017Q2 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.02%0.03%Q4 2017Q3 20183
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Essex Savings Bank 330.07%0.14%0.19%Q4 2018Q2 20193
Perennial Investment Advisors, LLC 110.08%0.09%0.10%Q3 2021Q2 20222
Templeton & Phillips Capital Management, LLC 220.05%0.05%0.06%Q1 2024Q2 20242
Stratford Consulting, LLC 220.02%0.03%0.03%Q4 2019Q1 20202
Sequoia Wealth Management, LLC 110.19%0.20%0.20%Q3 2018Q1 20192
R & A Capital Management, LLC 221.83%1.88%1.93%Q2 2013Q3 20132
Christopher J. Hasenberg, Inc 220.00%0.00%0.00%Q1 2024Q2 20242
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
Schwallier Wealth Management LLC 221.08%1.84%2.60%Q4 2023Q1 20242
NORDEN GROUP LLC 220.05%0.18%0.31%Q1 2024Q2 20242
BURNEY CO/ 110.01%0.02%0.02%Q1 2017Q2 20182
Avid Wealth Partners LLC 220.27%0.31%0.35%Q1 2024Q2 20242
TCP Asset Management, LLC 220.16%0.21%0.26%Q4 2022Q1 20232
BENEDICT FINANCIAL ADVISORS INC 220.06%0.06%0.06%Q1 2021Q2 20212
Legacy Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2017Q1 20192
Retireful, LLC 110.54%0.77%1.00%Q1 2023Q2 20242
Covenant Multifamily Offices, LLC 220.00%0.01%0.01%Q4 2013Q1 20142
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q2 2017Q4 20192
COHEN LAWRENCE B 220.17%0.20%0.24%Q2 2013Q3 20132
MELFA WEALTH MANAGEMENT, INC. 220.15%0.16%0.16%Q1 2024Q2 20242
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
VALUE PARTNERS LTD /ADV 220.67%2.34%4.01%Q3 2014Q4 20142
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
All Season Financial Advisors, Inc. 221.82%1.90%1.98%Q3 2021Q4 20212
ERTS Wealth Advisors, LLC 220.01%0.02%0.03%Q4 2018Q1 20192
BLB&B Advisors, LLC 220.11%0.12%0.12%Q2 2013Q3 20132
FRONTIER INVESTMENT MGMT CO 220.02%0.02%0.03%Q2 2018Q3 20182
SAM Advisors, LLC 220.16%0.17%0.18%Q1 2022Q2 20222
NORTHWESTERN MUTUAL LIFE INSURANCE CO 222.35%2.84%3.33%Q2 2013Q3 20132
DeDora Capital, Inc. 110.00%0.00%0.00%Q4 2019Q1 20222
KICKSTAND VENTURES, LLC. 220.12%0.22%0.31%Q3 2023Q4 20232
American Financial Network Advisory Services LLC 220.06%0.09%0.12%Q3 2017Q4 20172
Vident Investment Advisory, LLC 220.01%0.01%0.02%Q1 2022Q2 20222
Human Investing LLC 220.01%0.01%0.01%Q2 2020Q3 20202
NICOLA WEALTH MANAGEMENT LTD. 220.52%0.54%0.56%Q1 2021Q2 20212
Segment Wealth Management, LLC 220.43%0.45%0.47%Q3 2014Q4 20142
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q4 2023Q1 20242
Donald L. Hagan, LLC 110.03%0.03%0.03%Q3 2015Q1 20162
BASSO CAPITAL MANAGEMENT, L.P. 220.06%0.06%0.06%Q2 2023Q3 20232
Schonfeld Strategic Advisors LLC 220.04%0.16%0.28%Q4 2023Q1 20242
Versant Capital Management, Inc 220.01%0.01%0.01%Q1 2019Q2 20192
PACIFIC FINANCIAL GROUP INC 110.00%0.01%0.01%Q4 2014Q3 20202
CIBC WORLD MARKETS CORP 220.05%0.09%0.13%Q4 2022Q1 20232
Tactical Allocation Group LLC 221.62%1.74%1.86%Q2 2014Q3 20142
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 220.46%0.56%0.67%Q2 2017Q3 20172
LOGAN CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q1 2021Q2 20212
WORLD EQUITY GROUP, INC. 220.04%0.06%0.08%Q3 2023Q4 20232
Portfolio Strategies, Inc. 110.00%0.02%0.04%Q3 2018Q1 20242
SYM FINANCIAL Corp 110.01%0.01%0.01%Q2 2019Q2 20222
Crestwood Advisors Group, LLC 110.00%0.00%0.01%Q1 2017Q1 20222
Cumberland Partners Ltd 110.03%0.04%0.04%Q4 2012Q2 20132
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.06%0.06%0.06%Q1 2024Q2 20242
Foundry Financial Group, Inc. 220.29%0.32%0.34%Q4 2023Q1 20242
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 222.14%4.16%6.17%Q2 2013Q3 20132
Vivaldi Capital Management LP 220.06%0.11%0.16%Q4 2018Q1 20192
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q4 2019Q1 20202
Financial Architects, LLC 220.17%0.31%0.46%Q1 2024Q2 20242
HC FINANCIAL ADVISORS INC 220.00%0.00%0.00%Q1 2020Q2 20202
REGIMEN WEALTH, LLC 110.13%0.13%0.14%Q4 2022Q3 20232
StrategIQ Financial Group, LLC 220.05%0.05%0.06%Q2 2022Q3 20222
Avalon Investment & Advisory 110.01%0.04%0.08%Q3 2019Q1 20222
SHEPHERD KAPLAN KROCHUK, LLC 110.03%0.05%0.07%Q2 2013Q4 20132
VAUGHAN & Co SECURITIES, INC. 220.03%0.03%0.04%Q4 2019Q1 20202
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q3 20222
NORTHSTAR CAPITAL MANAGEMENT LLC 222.06%2.12%2.18%Q1 2018Q2 20182
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
VCI Wealth Management LLC 220.20%0.29%0.39%Q4 2023Q1 20242
Bare Financial Services, Inc 220.01%0.01%0.02%Q1 2024Q2 20242
West Wealth Group, LLC 220.42%0.43%0.45%Q3 2023Q4 20232
Natixis Investment Managers International 110.29%0.64%0.99%Q2 2015Q3 20182
Summit Trail Advisors, LLC 110.00%0.02%0.03%Q4 2017Q4 20232
Scottrade Investment Management 226.34%6.58%6.83%Q2 2017Q3 20172
Jenkins Wealth 110.52%3.31%6.10%Q4 2021Q4 20222
Sage Mountain Advisors LLC 110.00%0.01%0.02%Q4 2020Q1 20222
Sequent Planning LLC 224.25%4.26%4.27%Q1 2024Q2 20242
ESL Trust Services, LLC 220.02%0.03%0.03%Q1 2024Q2 20242
Unique Wealth Strategies, LLC 220.32%0.33%0.34%Q1 2024Q2 20242
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2023Q2 20242
EMORY UNIVERSITY 225.25%5.84%6.42%Q2 2011Q3 20112
BLUEFIN CAPITAL MANAGEMENT, LLC 220.04%0.04%0.05%Q3 2021Q4 20212
Sachetta, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Raub Brock Capital Management LP 110.04%0.15%0.27%Q1 2021Q1 20222
Maia Wealth LLC 110.07%0.10%0.14%Q4 2023Q2 20242
Signal Advisors Wealth, LLC 220.08%0.12%0.15%Q4 2023Q1 20242
Berman Capital Advisors, LLC 110.00%0.00%0.01%Q4 2018Q2 20192
Signator Financial Services, Inc. 220.02%0.26%0.51%Q2 2013Q3 20132
Enterprise Trust & Investment Co 220.02%0.02%0.02%Q2 2019Q3 20192
WADDELL & ASSOCIATES, LLC 220.07%0.07%0.07%Q3 2021Q4 20212
Terra Nova Asset Management LLC 110.42%0.46%0.51%Q3 2021Q3 20222
Baltimore-Washington Financial Advisors Inc. 220.17%0.18%0.18%Q2 2013Q3 20132
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
D.B. Root & Company, LLC 220.10%0.11%0.12%Q2 2020Q3 20202
BOOTHBAY FUND MANAGEMENT, LLC 220.01%0.07%0.14%Q4 2021Q1 20222
BUCKHEAD CAPITAL MANAGEMENT LLC 220.07%0.07%0.07%Q1 2024Q2 20242
ACUTE INVESTMENT ADVISORY, LLC 110.17%3.57%6.97%Q4 2022Q2 20232
USCA RIA LLC 220.06%0.07%0.07%Q1 2015Q2 20152
B & T Capital Management DBA Alpha Capital Management 220.14%0.17%0.20%Q1 2017Q2 20172
WILLIAMS JONES & ASSOCIATES LLC 220.06%0.07%0.07%Q2 2013Q3 20132
WATERSHED PRIVATE WEALTH LLC 220.36%0.36%0.36%Q1 2024Q2 20242
Carlyle Group Inc. 220.05%0.06%0.06%Q4 2014Q1 20152
BW Gestao de Investimentos Ltda. 112.05%6.57%11.09%Q4 2022Q4 20232
CAPITAL CITY TRUST CO/FL 110.09%0.10%0.11%Q2 2015Q2 20232
Crestmont Private Wealth LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Sterling Manor Financial, LLC 220.29%0.31%0.32%Q4 2020Q1 20212
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Accurate Wealth Management, LLC 220.02%0.08%0.14%Q3 2022Q4 20222
Arkos Global Advisors 220.29%0.32%0.34%Q4 2018Q1 20192
VIMA LLC 220.12%0.13%0.14%Q4 2023Q1 20242
Hobbs Group Advisors, LLC 110.02%0.02%0.02%Q4 2023Q2 20242
BROOKTREE CAPITAL MANAGEMENT 220.01%0.02%0.02%Q4 2019Q1 20202
Koss-Olinger Consulting, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
ONE PLUS ONE WEALTH MANAGEMENT, LLC 220.22%0.22%0.22%Q2 2022Q3 20222
ARS Wealth Advisors Group, LLC 220.03%0.03%0.03%Q4 2023Q1 20242
ROOSEVELT INVESTMENT GROUP LLC 220.02%0.02%0.03%Q1 2021Q2 20212
BBVA USA 220.01%0.03%0.05%Q2 2021Q3 20212
Strategic Asset Management, LLC 220.08%0.09%0.10%Q3 2021Q4 20212
Orbitronix, LP 221.55%4.42%7.28%Q3 2015Q4 20152
Garrett Wealth Advisory Group, LLC 110.02%0.07%0.12%Q3 2019Q2 20242
Lansing Street Advisors 220.02%0.38%0.75%Q1 2022Q2 20222
Ground Swell Capital, LLC 110.45%0.48%0.51%Q3 2023Q1 20242
Broadview Financial Management, LLC 220.17%0.19%0.21%Q1 2019Q2 20192
Sterling Global Strategies LLC 110.07%0.79%1.52%Q2 2018Q4 20182
Forum Financial Management, LP 220.04%0.05%0.05%Q4 2021Q1 20222
Truvestments Capital LLC 110.01%0.04%0.06%Q3 2018Q2 20202
LWM Advisory Services, LLC 110.09%0.21%0.33%Q4 2021Q3 20232
DCM Advisors, LLC 220.01%0.02%0.04%Q3 2021Q4 20212
Cascade Financial Partners, LLC 220.05%0.05%0.06%Q1 2024Q2 20242
Diversify Advisory Services, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Long Wharf Investors, Inc. 220.26%0.27%0.28%Q1 2014Q2 20142
AVALON CAPITAL MANAGEMENT 228.14%8.21%8.28%Q2 2020Q3 20202
Hilltop National Bank 220.01%0.02%0.03%Q1 2024Q2 20242
STIFEL NICOLAUS & CO INC \MO\ 220.26%0.29%0.32%Q2 2013Q3 20132
Manifold Partners, LLC 223.56%3.82%4.09%Q3 2016Q4 20162
Strait & Sound Wealth Management LLC 220.22%0.24%0.25%Q4 2022Q1 20232
Taylor Hoffman Wealth Management 220.00%0.02%0.03%Q4 2017Q1 20182
American Research & Management Co. 220.00%0.00%0.00%Q2 2022Q3 20222
Coordinated Financial Services, Inc./CO 220.34%0.36%0.38%Q1 2024Q2 20242
Perissos Private Wealth Management, LLC 221.04%1.18%1.32%Q1 2024Q2 20242
New Covenant Trust Company, N.A. 220.26%0.29%0.32%Q1 2024Q2 20242
Vahanian & Associates Financial Planning Inc. 220.59%0.70%0.81%Q4 2021Q1 20222
Bridgecreek Investment Management, LLC 220.04%0.04%0.04%Q2 2013Q3 20132
Holloway Wealth Management, LLC 110.00%0.01%0.02%Q1 2018Q3 20182
Gen-Wealth Partners Inc 220.16%0.21%0.26%Q1 2024Q2 20242
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.02%0.34%0.64%Q1 2022Q4 20222
WCG Wealth Advisors LLC 220.03%0.03%0.04%Q2 2022Q3 20222
William Howard & Co Financial Advisors Inc 221.66%1.70%1.74%Q1 2024Q2 20242
Gary Goldberg Planning Services Inc 220.09%0.10%0.11%Q1 2013Q2 20132
J.Safra Asset Management Corp 220.17%0.18%0.19%Q4 2015Q1 20162
Breakwater Investment Management 220.03%0.03%0.04%Q1 2024Q2 20242
CTC Alternative Strategies, Ltd. 1115.27%18.99%22.71%Q3 2023Q1 20242
Weatherstone Capital Management 220.16%0.19%0.21%Q1 2014Q2 20142
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.01%Q3 2017Q1 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
TIEDEMANN ADVISORS, LLC 110.02%0.03%0.04%Q1 2018Q3 20182
DRW Securities, LLC 220.02%0.02%0.02%Q3 2013Q4 20132
BLUESTEIN R H & CO LLC 110.02%0.02%0.02%Q2 2013Q4 20192
HT Partners LLC 110.18%0.46%0.74%Q2 2013Q4 20152
SAXON INTERESTS, INC. 220.78%0.85%0.92%Q1 2023Q2 20232
White Lighthouse Investment Management Inc. 220.08%0.09%0.11%Q3 2019Q4 20192
BAINCO INTERNATIONAL INVESTORS 220.03%0.03%0.03%Q1 2018Q2 20182
MIDDLETON & CO INC/MA 220.05%0.05%0.06%Q1 2024Q2 20242
Kowal Investment Group, LLC 110.08%0.09%0.09%Q3 2021Q2 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Annex Advisory Services, LLC 220.06%0.06%0.06%Q1 2016Q2 20162
OAK HARBOR WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
DT Investment Partners, LLC 220.05%0.06%0.06%Q1 2022Q2 20222
Alpha Quant Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Wilmington Trust, National Association 220.01%0.01%0.01%Q1 2014Q2 20142
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.22%0.48%0.74%Q3 2013Q1 20152
Pharo Management, Inc. 1110.41%12.14%13.87%Q4 2022Q4 20222
SUTTON PLACE INVESTORS LLC 220.16%0.21%0.26%Q3 2023Q4 20232
Reynolds Investment Management, Inc. 222.21%2.34%2.47%Q1 2022Q2 20222
ZRC WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
ELM ADVISORS, LLC 110.01%0.01%0.01%Q3 2018Q4 20202
New World Advisors LLC 110.01%3.30%6.59%Q1 2019Q2 20212
PETTYJOHN, WOOD & WHITE, INC 220.05%0.05%0.05%Q3 2021Q4 20212
361 CAPITAL LLC 220.05%0.05%0.06%Q2 2018Q3 20182
STANCORP INVESTMENT ADVISERS INC 220.68%0.72%0.76%Q4 2014Q1 20152
HANSEATIC MANAGEMENT SERVICES INC 224.84%6.06%7.28%Q3 2020Q4 20202
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.18%0.18%0.18%Q4 2021Q1 20222
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2015Q4 20152
Mandatum Life Insurance Co Ltd 220.02%0.03%0.04%Q4 2015Q1 20162
HOHIMER WEALTH MANAGEMENT, LLC 220.04%0.05%0.06%Q4 2021Q1 20222
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q1 2023Q3 20232
Financial Sense Advisors, Inc. 220.36%0.40%0.44%Q2 2014Q3 20142
Family Management Corp 220.00%0.00%0.00%Q2 2019Q3 20192
Bremer Bank National Association 110.01%0.03%0.05%Q1 2019Q2 20212
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Frank, Rimerman Advisors LLC 220.14%0.14%0.14%Q4 2020Q1 20212
National Wealth Management Group, LLC 220.26%0.44%0.61%Q4 2021Q1 20222
Vident Advisory, LLC 220.01%0.01%0.01%Q3 2023Q4 20232
TITLEIST ASSET MANAGEMENT, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
Kovitz Investment Group Partners, LLC 220.02%0.02%0.03%Q1 2024Q2 20242
Dai-ichi Life Holdings, Inc. 227.98%8.13%8.28%Q1 2024Q2 20242
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 228.11%11.43%14.76%Q1 2017Q2 20172
TFC Financial Management, Inc. 220.00%0.00%0.00%Q3 2023Q4 20232
Fullerton Fund Management Co Ltd. 220.22%0.23%0.24%Q1 2021Q2 20212
Penserra Capital Management LLC 110.00%0.07%0.13%Q1 2020Q2 20242
Summit Equities Inc 220.04%0.04%0.04%Q2 2018Q3 20182
SMI Advisory Services, LLC 221.10%1.22%1.33%Q1 2024Q2 20242
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Capitolis Liquid Global Markets LLC 220.13%0.15%0.17%Q1 2024Q2 20242
Cypress Wealth Advisors LLC 220.15%0.15%0.15%Q4 2016Q1 20172
Integer Wealth Advisors Group LLC 220.21%0.23%0.26%Q4 2020Q1 20212
Global X Management CO LLC 220.04%0.04%0.04%Q1 2016Q2 20162
BREITER CAPITAL MANAGEMENT INC 110.27%0.28%0.28%Q2 2018Q1 20192
Johnson Financial Group, LLC 110.18%0.76%1.33%Q4 2016Q4 20182
Biltmore Capital Advisors LLC 220.47%0.51%0.55%Q3 2021Q4 20212
Rye Brook Capital LLC 223.41%3.65%3.89%Q2 2021Q3 20212
Field & Main Bank 110.00%0.00%0.01%Q3 2014Q2 20222
Teamwork Financial Advisors, LLC 220.16%0.16%0.17%Q1 2022Q2 20222
INTREPID FAMILY OFFICE LLC 112.94%5.44%7.94%Q4 2021Q3 20222
AlTi Global, Inc. 220.01%0.01%0.01%Q1 2024Q2 20242
Taylor Frigon Capital Management LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Provident Wealth Management, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
USA FINANCIAL FORMULAS 111.00%1.00%1.00%Q2 2016Q2 20161
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Americana Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
Guild Investment Management, Inc. 110.26%0.26%0.26%Q4 2021Q4 20211
WULFF, HANSEN & CO. 111.73%1.73%1.73%Q4 2022Q4 20221
Linscomb Wealth, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Next Capital Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
GRANDFIELD & DODD, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Trellus Management Company, LLC 110.32%0.32%0.32%Q3 2015Q3 20151
Ziegler Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
SeaBridge Investment Advisors LLC 110.01%0.01%0.01%Q2 2016Q2 20161
SOROS CAPITAL MANAGEMENT LLC 113.31%3.31%3.31%Q3 2020Q3 20201
CAMDEN NATIONAL CORP 111.39%1.39%1.39%Q1 2021Q1 20211
Pointe Capital Management LLC 112.00%2.00%2.00%Q4 2016Q4 20161
MAPLE SECURITIES USA INC 110.43%0.43%0.43%Q2 2014Q2 20141
CHELSEA COUNSEL CO 110.00%0.00%0.00%Q1 2024Q1 20241
Financial Insights, Inc. 110.28%0.28%0.28%Q3 2022Q3 20221
GENWORTH FINANCIAL INC 110.75%0.75%0.75%Q2 2013Q2 20131
FIRST FINANCIAL EQUITY CORPORATION 110.35%0.35%0.35%Q1 2017Q1 20171
Mariner Wealth Advisors-NYC, LLC 113.30%3.30%3.30%Q1 2015Q1 20151
ASHTON THOMAS SECURITIES, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
LITTLE HOUSE CAPITAL LLC 110.02%0.02%0.02%Q1 2019Q1 20191
EMERSON INVESTMENT MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q3 2021Q3 20211
HBW ADVISORY SERVICES LLC 110.54%0.54%0.54%Q1 2023Q1 20231
FIRST FOUNDATION ADVISORS 110.22%0.22%0.22%Q2 2013Q2 20131
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q4 2023Q4 20231
Relative Value Partners Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
AFFINITY WEALTH MANAGEMENT LLC 113.42%3.42%3.42%Q2 2013Q2 20131
Olympiad Research LP 110.69%0.69%0.69%Q4 2019Q4 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
Genesee Capital Advisors, LLC 110.19%0.19%0.19%Q2 2021Q2 20211
Arjuna Capital 110.01%0.01%0.01%Q1 2024Q1 20241
CAZ INVESTMENTS LP 110.14%0.14%0.14%Q1 2015Q1 20151
LGL PARTNERS, LLC 110.11%0.11%0.11%Q3 2016Q3 20161
Tranquility Partners, LLC 110.26%0.26%0.26%Q2 2019Q2 20191
RATIONAL ADVISORS LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
ORRSTOWN FINANCIAL SERVICES INC 110.01%0.01%0.01%Q4 2017Q4 20171
COLTON GROOME FINANCIAL ADVISORS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Lee Financial Group Hawaii, Inc. 113.37%3.37%3.37%Q4 2020Q4 20201
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Econ Financial Services Corp 112.16%2.16%2.16%Q4 2021Q4 20211
Asset Management One Co., Ltd. 110.00%0.00%0.00%Q1 2018Q1 20181
Stamos Capital Partners, L.P. 110.94%0.94%0.94%Q4 2021Q4 20211
Kessler Investment Group, LLC 110.34%0.34%0.34%Q3 2013Q3 20131
WealthTrust Asset Management, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Goldstream Capital Management Ltd 110.15%0.15%0.15%Q4 2021Q4 20211
Financial Advantage, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Good Harbor Financial, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
KB FINANCIAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Quantum Capital Management, LLC / NJ 111.93%1.93%1.93%Q3 2017Q3 20171
MIZUHO SECURITIES USA LLC 110.58%0.58%0.58%Q2 2016Q2 20161
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
New Vernon Capital Holdings II LLC 111.92%1.92%1.92%Q1 2017Q1 20171
F-Squared Investment Management, LLC 110.75%0.75%0.75%Q2 2014Q2 20141
MARK MORRIS ET AL 110.06%0.06%0.06%Q2 2013Q2 20131
Guardian Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Price Wealth, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
MONETARY MANAGEMENT GROUP INC 110.03%0.03%0.03%Q2 2023Q2 20231
BANYAN CAPITAL MANAGEMENT, INC. 111.29%1.29%1.29%Q4 2018Q4 20181
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 110.04%0.04%0.04%Q3 2016Q3 20161
Whalen Wealth Management Inc. 110.19%0.19%0.19%Q2 2024Q2 20241
Salient Capital Advisors, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Summit Asset Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Charles Carroll Financial Partners, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
BEDEL FINANCIAL CONSULTING INC 110.04%0.04%0.04%Q3 2023Q3 20231
VESTOR CAPITAL, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Capital Group Private Client Services, Inc. 110.07%0.07%0.07%Q4 2023Q4 20231
ALTEGRIS ADVISORS, L.L.C. 112.05%2.05%2.05%Q4 2016Q4 20161
Conservest Capital Advisors, Inc. 110.65%0.65%0.65%Q4 2017Q4 20171
Iron Gate Global Advisors LLC 110.07%0.07%0.07%Q3 2018Q3 20181
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Long Run Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Henrickson Nauta Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
MDE Group 110.03%0.03%0.03%Q2 2013Q2 20131
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Clarius Group, LLC 110.12%0.12%0.12%Q3 2016Q3 20161
PICTET BANK & TRUST Ltd 110.25%0.25%0.25%Q1 2016Q1 20161
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MARK ASSET MANAGEMENT LP 110.05%0.05%0.05%Q3 2013Q3 20131
Mader & Shannon Wealth Management, Inc. 1110.56%10.56%10.56%Q2 2022Q2 20221
Widmann Financial Services, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Higher Moment Aurora Fund, LP 118.69%8.69%8.69%Q3 2017Q3 20171
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q2 2013Q2 20131
Aristotle Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Evolution Advisers, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Eagle Strategies LLC 110.20%0.20%0.20%Q1 2024Q1 20241
Darrow Company, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Northwest Bancshares, Inc. 110.08%0.08%0.08%Q1 2024Q1 20241
PICTON MAHONEY ASSET MANAGEMENT 110.02%0.02%0.02%Q2 2018Q2 20181
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Magnolia Wealth Management, LLC 111.67%1.67%1.67%Q4 2021Q4 20211
Mesirow Financial Investment Management, Inc. 110.02%0.02%0.02%Q4 2023Q4 20231
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
United Asset Strategies, Inc. 110.11%0.11%0.11%Q2 2022Q2 20221
Cardinal Point Wealth Management Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Greystone Financial Group, LLC 110.71%0.71%0.71%Q4 2020Q4 20201
CoreFirst Bank & Trust 110.04%0.04%0.04%Q4 2022Q4 20221
NEIRG Wealth Management, LLC 110.60%0.60%0.60%Q4 2022Q4 20221
Operose Advisors LLC 110.07%0.07%0.07%Q4 2021Q4 20211
NEXT Financial Holdings 110.12%0.12%0.12%Q1 2019Q1 20191
WEALTHSPAN PARTNERS, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Ipswich Investment Management Co., Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
EXCHANGE TRADED CONCEPTS, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Nadler Financial Group, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q4 2023Q4 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Opal Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.11%0.11%0.11%Q2 2020Q2 20201
Elk River Wealth Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Next Level Private LLC 110.35%0.35%0.35%Q2 2022Q2 20221
Calamos Wealth Management LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Callan Capital, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Axiom Advisory, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
NORTHSTAR ASSET MANAGEMENT INC 110.06%0.06%0.06%Q2 2024Q2 20241
AEGON USA Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
First Houston Capital, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
HFG Advisors, Inc. 112.12%2.12%2.12%Q4 2021Q4 20211
Iowa State Bank 110.18%0.18%0.18%Q2 2016Q2 20161
Gibson Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
GALAXY CAPITAL TRADING LTD 111.12%1.12%1.12%Q4 2013Q4 20131
Avory & Company, LLC 115.52%5.52%5.52%Q1 2023Q1 20231
STABLEFORD CAPITAL II LLC 118.21%8.21%8.21%Q1 2018Q1 20181
Column Capital Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
KerberRose Wealth Management, LLC 114.84%4.84%4.84%Q2 2022Q2 20221
Greenwich Wealth Management LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Key Client Fiduciary Advisors, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.13%0.13%0.13%Q2 2013Q2 20131
Diversified, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
TCG Advisory Services, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
PAYDEN & RYGEL 111.03%1.03%1.03%Q2 2014Q2 20141
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Carter Financial Group, INC. 110.28%0.28%0.28%Q1 2022Q1 20221
TDAM USA INC. 110.70%0.70%0.70%Q3 2013Q3 20131
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Permit Capital Advisors, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
FIDUCIARY FINANCIAL GROUP, LLC 110.30%0.30%0.30%Q2 2024Q2 20241
Birchcreek Wealth Management, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Capula Management Ltd 110.82%0.82%0.82%Q4 2021Q4 20211
Investmark Advisory Group LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Falcon Wealth Planning 110.10%0.10%0.10%Q3 2022Q3 20221
AdvisorShares Investments LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Oak Harvest Investment Services 110.06%0.06%0.06%Q3 2022Q3 20221
Centennial Wealth Advisory LLC 110.26%0.26%0.26%Q4 2020Q4 20201
First National Bank of Mount Dora, Trust Investment Services 110.07%0.07%0.07%Q2 2022Q2 20221
GoalVest Advisory LLC 110.04%0.04%0.04%Q2 2021Q2 20211
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.41%0.41%0.41%Q4 2017Q4 20171
Knowledge Leaders Capital, LLC 114.65%4.65%4.65%Q1 2016Q1 20161
Presidio Capital Management, LLC 1113.24%13.24%13.24%Q4 2021Q4 20211
Oxbow Advisors, LLC 115.17%5.17%5.17%Q4 2020Q4 20201
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.65%0.65%0.65%Q3 2022Q3 20221
Arizona PSPRS Trust 110.19%0.19%0.19%Q2 2024Q2 20241
Wealthgate Family Office, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Plan Group Financial, LLC 111.41%1.41%1.41%Q2 2022Q2 20221
GARRISON BRADFORD & ASSOCIATES INC 110.42%0.42%0.42%Q1 2022Q1 20221
Edge Wealth Management LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Azimuth Capital Investment Management LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Robeco Institutional Asset Management B.V. 110.00%0.00%0.00%Q2 2013Q2 20131
BTG Pactual Global Asset Management Ltd 110.06%0.06%0.06%Q1 2024Q1 20241
Threshold Group LLC 110.55%0.55%0.55%Q4 2016Q4 20161
Second Half Financial Partners, LLC 110.49%0.49%0.49%Q2 2023Q2 20231
K.J. Harrison & Partners Inc 110.29%0.29%0.29%Q4 2019Q4 20191
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q2 2014Q2 20141
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Axim Planning & Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FOCUS FINANCIAL NETWORK INC /ADV 110.08%0.08%0.08%Q4 2023Q4 20231
HITE Hedge Asset Management LLC 110.79%0.79%0.79%Q4 2016Q4 20161
Jolley Asset Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Callahan Advisors, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
APPLETON PARTNERS INC/MA 110.04%0.04%0.04%Q1 2018Q1 20181
Western Financial Corp/CA 111.03%1.03%1.03%Q4 2022Q4 20221
BTG Pactual Asset Management US LLC 110.05%0.05%0.05%Q2 2024Q2 20241
ICONIQ Capital, LLC 110.15%0.15%0.15%Q1 2013Q1 20131
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PENSECO FINANCIAL SERVICES CORP 110.02%0.02%0.02%Q3 2013Q3 20131
Man Investments Ltd 111.03%1.03%1.03%Q2 2014Q2 20141
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
G&S Capital LLC 110.00%0.00%0.00%Q4 2017Q4 20171
IAM Advisory, LLC 110.19%0.19%0.19%Q2 2021Q2 20211
NinePointTwo Capital LLC 117.17%7.17%7.17%Q4 2023Q4 20231
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Client First Capital LLC 114.99%4.99%4.99%Q4 2021Q4 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Trifecta Capital Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Talisman Wealth Advisors LLC 110.52%0.52%0.52%Q1 2023Q1 20231
Olistico Wealth, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
SevenOneSeven Capital Management 110.08%0.08%0.08%Q1 2021Q1 20211
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
RCS Financial Planning, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
VitalStone Financial, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
BROADMARK ASSET MANAGEMENT LLC 111.39%1.39%1.39%Q3 2017Q3 20171
Redwood Wealth Management Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Karpus Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Onyx Bridge Wealth Group LLC 110.28%0.28%0.28%Q3 2022Q3 20221
Alpine Global Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
BOSTON FAMILY OFFICE LLC 110.02%0.02%0.02%Q2 2024Q2 20241
New England Capital Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
McGlone Suttner Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
INSIGNEO ADVISORY SERVICES, LLC 110.36%0.36%0.36%Q2 2024Q2 20241
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MARINO, STRAM & ASSOCIATES LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Blackhawk Capital Partners LLC. 110.31%0.31%0.31%Q4 2020Q4 20201
Osborn Williams & Donohoe LLC 110.41%0.41%0.41%Q1 2019Q1 20191
NovaPoint Capital, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Clifford Group, LLC 110.46%0.46%0.46%Q4 2022Q4 20221
ARVEST INVESTMENTS, INC. 110.00%0.00%0.00%Q4 2023Q4 20231
NISA INVESTMENT ADVISORS, LLC 110.17%0.17%0.17%Q2 2024Q2 20241
BT Wealth Management LLC 110.50%0.50%0.50%Q4 2018Q4 20181
FIDUCIARY SERVICES CORP/GA 110.95%0.95%0.95%Q2 2013Q2 20131
STRATEGIC CAPITAL ADVISERS, INC. 110.04%0.04%0.04%Q3 2019Q3 20191
YCG, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Sand Hill Global Advisors, LLC 111.35%1.35%1.35%Q2 2017Q2 20171
MRA Associates USA LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PANORAMIC INVESTMENT ADVISORS, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
SVA Wealth Management, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Capstone Triton Financial Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
BIP Wealth, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Harvest Investment Services, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Chessman Wealth Strategies RIA 110.07%0.07%0.07%Q3 2018Q3 20181
Standard Family Office LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Formidable Asset Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Total Clarity Wealth Management, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Stratos Investment Management, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Trust Co of Kansas 110.40%0.40%0.40%Q2 2021Q2 20211
NWI MANAGEMENT LP 110.42%0.42%0.42%Q3 2020Q3 20201
Key Bridge Compliance, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Baymount Management LP 1154.94%54.94%54.94%Q4 2022Q4 20221
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Waldron Private Wealth LLC 110.17%0.17%0.17%Q2 2016Q2 20161
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Crossvault Capital Management LLC 110.22%0.22%0.22%Q1 2015Q1 20151
Tarbox Family Office, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
WFA Asset Management Corp 110.01%0.01%0.01%Q2 2023Q2 20231
Arlington Trust Co LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Mendel Money Management 110.55%0.55%0.55%Q1 2022Q1 20221
Wheelhouse Advisory Group LLC 110.25%0.25%0.25%Q4 2023Q4 20231
BRASS TAX WEALTH MANAGEMENT, INC 111.25%1.25%1.25%Q1 2024Q1 20241
PFS Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Austin Wealth Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Keener Financial Planning LLC 110.03%0.03%0.03%Q4 2023Q4 20231
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Providence First Trust Co 110.01%0.01%0.01%Q3 2022Q3 20221
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
Integrity Wealth Solutions LLC 110.24%0.24%0.24%Q4 2023Q4 20231
Laurel Grove Capital, LLC 110.72%0.72%0.72%Q2 2013Q2 20131
TRITONPOINT WEALTH, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Acorn Advisory Capital L.P. 110.39%0.39%0.39%Q4 2017Q4 20171
CONNORS INVESTOR SERVICES INC 110.05%0.05%0.05%Q4 2014Q4 20141
Rakuten Securities, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
Ferguson Shapiro LLC 1110.10%10.10%10.10%Q2 2020Q2 20201
Quadcap Wealth Management, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
Prism Advisors, Inc. 110.12%0.12%0.12%Q4 2017Q4 20171
Caitlin John, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Bellwether Investment Group, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Riverpoint Wealth Management Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
HMS Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
West Branch Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
O'Brien Wealth Partners LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Able Wealth Management LLC 110.06%0.06%0.06%Q4 2023Q4 20231
Signet Investment Advisory Group, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Legacy Capital Wealth Partners, LLC 112.25%2.25%2.25%Q1 2024Q1 20241
MQS Management LLC 111.48%1.48%1.48%Q1 2023Q1 20231
Eversept Partners, LP 110.60%0.60%0.60%Q2 2021Q2 20211
MONECO Advisors, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Holistic Financial Partners 110.71%0.71%0.71%Q1 2019Q1 20191
Westwind Capital 110.01%0.01%0.01%Q3 2022Q3 20221
Mowery & Schoenfeld Wealth Management, LLC 110.27%0.27%0.27%Q4 2023Q4 20231
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Anfield Capital Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
BRIGHT FINANCIAL ADVISORS, INC. 113.88%3.88%3.88%Q1 2024Q1 20241
NAPA WEALTH MANAGEMENT 110.45%0.45%0.45%Q4 2023Q4 20231
Lynx Investment Advisory 110.23%0.23%0.23%Q2 2024Q2 20241
DIVERSIFY WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Kings Path Partners LLC 110.09%0.09%0.09%Q2 2024Q2 20241
Ullmann Wealth Partners Group, LLC 110.07%0.07%0.07%Q2 2017Q2 20171
Smith Thornton Advisors LLC 110.54%0.54%0.54%Q2 2024Q2 20241
Oak Point Wealth Management 110.02%0.02%0.02%Q4 2017Q4 20171
Hardin Capital Partners, LLC 110.36%0.36%0.36%Q2 2024Q2 20241
William B. Walkup & Associates, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Baker Ellis Asset Management LLC 110.19%0.19%0.19%Q2 2022Q2 20221
McNaughton Wealth Management, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
Emerald Advisors, LLC 110.35%0.35%0.35%Q4 2019Q4 20191
Oak Asset Management, LLC 110.91%0.91%0.91%Q2 2022Q2 20221
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2020Q1 20201
SUMMER ROAD LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Arlington Capital Management, Inc. 110.77%0.77%0.77%Q2 2023Q2 20231
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
Spectrum Planning & Advisory Services Inc. 110.37%0.37%0.37%Q2 2024Q2 20241
HARTLINE INVESTMENT CORP/ 110.07%0.07%0.07%Q1 2024Q1 20241
Tatro Capital, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Relative Value Partners, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
Hartford Financial Management Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
JSF Financial, LLC 110.65%0.65%0.65%Q4 2022Q4 20221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
ADVISOR CONSULTANT NETWORK INC 110.05%0.05%0.05%Q3 2016Q3 20161
Bares Capital Management 110.03%0.03%0.03%Q1 2013Q1 20131
Industrial Alliance Investment Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
LILLEY & CO 110.12%0.12%0.12%Q2 2013Q2 20131
Questar Asset Management, Inc. 110.46%0.46%0.46%Q4 2018Q4 20181
MACKAY SHIELDS LLC 110.03%0.03%0.03%Q1 2018Q1 20181
LEVITT CAPITAL MANAGEMENT LLC 111.94%1.94%1.94%Q2 2014Q2 20141
Jane Street Holding, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
Manning & Napier Group, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Boston Standard Wealth Management, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
Godshalk Welsh Capital Management, Inc. 110.06%0.06%0.06%Q4 2014Q4 20141
Cascadia Advisory Services, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Belvedere Trading LLC 110.36%0.36%0.36%Q1 2017Q1 20171
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EFG CAPITAL INTERNATIONAL CORP. 110.21%0.21%0.21%Q2 2023Q2 20231
External links

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