ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.17%Q2 2013Q3 2023119
Citadel Advisors 2990.00%0.00%0.07%Q1 2014Q3 202387
BARCLAYS PLC 42420.00%0.01%0.10%Q2 2013Q3 202375
WOLVERINE TRADING, LLC 710.00%0.01%0.07%Q2 2016Q3 202368
HUNTINGTON NATIONAL BANK 59590.03%0.53%1.26%Q1 2009Q3 202364
UBS Group AG 36360.00%0.09%0.36%Q4 2014Q3 202358
Rehmann Capital Advisory Group 42150.00%1.65%8.36%Q1 2009Q3 202357
Cutler Group LLC / CA 32320.00%0.00%0.06%Q4 2015Q3 202356
THRIVENT FINANCIAL FOR LUTHERANS 3510.00%0.04%0.16%Q2 2013Q3 202354
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.10%Q1 2012Q3 202349
HSBC HOLDINGS PLC 47470.00%0.03%0.23%Q1 2012Q3 202349
Steigerwald, Gordon & Koch Inc. 48480.04%1.59%4.82%Q4 2011Q3 202348
MUFG Americas Holdings Corp 48480.00%0.21%0.39%Q4 2010Q3 202248
BANK OF AMERICA CORP /DE/ 42420.00%0.24%0.47%Q2 2013Q3 202348
Zhang Financial LLC 47470.39%6.83%11.80%Q1 2012Q3 202347
CITIGROUP INC 42420.00%0.04%0.32%Q2 2013Q3 202346
SECURIAN ASSET MANAGEMENT, INC 46460.04%0.09%0.84%Q1 2011Q2 202246
WELLS FARGO & COMPANY/MN 42420.00%0.11%0.18%Q2 2013Q3 202345
ROYAL BANK OF CANADA 42420.00%0.03%0.05%Q2 2013Q3 202345
CREDIT SUISSE AG/ 26160.00%0.02%0.29%Q1 2013Q3 202345
NWAM LLC 32130.04%0.35%0.74%Q2 2012Q3 202345
BlackRock Inc. 42420.00%0.06%0.10%Q2 2013Q3 202344
Capital Analysts, LLC 44440.00%0.92%5.92%Q4 2012Q3 202344
CPWM, LLC 44440.19%2.19%6.16%Q4 2011Q3 202244
KEYBANK NATIONAL ASSOCIATION/OH 44440.27%0.48%1.00%Q4 2012Q3 202344
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.02%0.09%Q2 2013Q3 202343
Freedom Investment Management, Inc. 43430.09%0.61%2.34%Q1 2013Q3 202343
COMMERCE BANK 43430.05%0.18%0.45%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.13%0.24%0.64%Q1 2013Q3 202343
TRUIST FINANCIAL CORP 42420.00%0.17%0.64%Q2 2013Q3 202343
Parallax Volatility Advisers, L.P. 1910.00%0.01%0.10%Q3 2013Q2 202243
BAR HARBOR WEALTH MANAGEMENT 43430.08%0.32%0.92%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.02%0.07%0.27%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.02%0.03%Q4 2012Q2 202343
Bartlett & Co. LLC 26160.02%0.07%0.19%Q2 2013Q4 202342
America First Investment Advisors, LLC 42420.12%0.30%0.39%Q2 2013Q3 202342
MACROVIEW INVESTMENT MANAGEMENT LLC 42420.00%1.59%20.91%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.03%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.05%0.11%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.73%1.38%2.93%Q2 2013Q3 202342
MORGAN STANLEY 42420.06%0.17%0.43%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.04%0.86%3.39%Q2 2013Q3 202342
Coastline Trust Co 42420.18%1.04%2.02%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.11%0.44%1.12%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42422.23%3.02%3.96%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.06%0.33%0.70%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.38%1.84%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.08%0.49%2.23%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.09%0.66%1.38%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.02%0.08%0.19%Q2 2013Q3 202342
King Wealth Management Group 42420.10%0.32%0.81%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.02%0.03%0.05%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42422.37%5.32%9.96%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%1.66%4.49%Q2 2013Q3 202342
Sandy Spring Bank 42420.10%0.32%1.18%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.02%0.21%0.75%Q2 2013Q3 202342
Baldwin Investment Management, LLC 42420.09%0.25%0.44%Q2 2013Q3 202342
SUMMITRY LLC 42420.04%3.92%4.96%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42420.23%0.60%0.91%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.79%1.32%1.76%Q2 2013Q3 202342
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 42420.01%0.15%0.58%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.08%0.22%0.45%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.04%0.12%0.28%Q2 2013Q3 202342
Private Harbour Investment Management & Counsel, LLC 42420.90%1.12%1.55%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.07%0.16%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.01%0.02%0.04%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.58%1.21%2.36%Q2 2013Q3 202342
American Investment Services, Inc. 42420.24%0.43%1.40%Q2 2013Q3 202342
Mariner, LLC 42420.07%0.15%0.40%Q2 2013Q3 202342
Ancora Advisors LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.10%0.39%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.01%0.05%0.10%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
FOSTER & MOTLEY INC 42420.06%0.44%1.37%Q2 2013Q3 202342
Asset Management Group, Inc. 42421.84%3.67%6.37%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.04%0.64%2.78%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
TWIN FOCUS CAPITAL PARTNERS, LLC 42420.30%1.03%2.03%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.22%0.53%1.17%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Gibson Capital, LLC 42420.33%3.78%8.80%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.09%0.16%0.36%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.05%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.02%0.05%0.07%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.03%0.16%0.28%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.08%0.26%0.56%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.02%0.11%0.17%Q2 2013Q3 202342
Cubic Asset Management, LLC 42420.16%0.22%0.28%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.12%0.38%0.77%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.05%0.12%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.09%0.27%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42420.04%2.54%3.69%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.39%0.88%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.00%0.03%0.09%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.12%0.36%1.13%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.35%0.92%3.78%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.11%0.30%0.74%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.12%0.28%0.61%Q2 2013Q3 202342
US BANCORP \DE\ 42420.02%0.22%0.60%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.03%0.20%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.03%0.13%0.40%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.07%0.19%0.45%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.23%0.70%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.09%0.60%1.51%Q2 2013Q3 202342
Transamerica Financial Advisors, Inc. 42421.00%2.01%3.74%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.02%0.06%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.02%0.09%Q2 2013Q3 202342
Creative Planning 42420.01%0.03%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.06%0.17%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.04%0.26%0.84%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.14%0.25%0.80%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.06%0.22%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.03%0.14%0.32%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%0.33%1.71%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.01%0.03%Q2 2013Q3 202342
Madden Advisory Services, Inc. 42420.74%3.56%14.16%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.19%0.34%0.54%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.05%0.41%2.40%Q2 2013Q3 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.02%0.10%0.28%Q2 2013Q3 202342
Cetera Advisors LLC 42420.06%0.54%1.14%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.72%1.06%1.42%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.03%0.12%0.20%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.04%0.14%0.38%Q2 2013Q3 202342
AlphaMark Advisors, LLC 30110.14%1.10%1.53%Q2 2013Q3 202341
KELLEHER FINANCIAL ADVISORS 23180.26%0.52%1.22%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.05%Q2 2013Q3 202341
Wellington Shields & Co., LLC 25160.01%0.17%0.34%Q2 2013Q3 202341
Atria Investments, Inc 27140.04%0.19%0.51%Q2 2013Q3 202341
FineMark National Bank & Trust 25160.02%0.07%0.30%Q2 2013Q3 202341
HM PAYSON & CO 22190.00%0.14%0.26%Q2 2013Q3 202341
VICUS CAPITAL 41410.06%0.57%1.90%Q2 2013Q2 202341
Kingfisher Capital LLC 28130.14%0.36%0.57%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.08%0.15%0.26%Q3 2013Q4 202341
Neuberger Berman Group LLC 3740.00%0.00%0.02%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 29120.05%0.48%6.85%Q2 2013Q3 202341
OARSMAN CAPITAL, INC. 41410.09%0.36%0.97%Q2 2013Q2 202341
Paragon Capital Management Ltd 27140.14%0.98%1.92%Q2 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.00%0.07%0.28%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.49%5.57%Q3 2013Q3 202341
HOWE & RUSLING INC 3830.01%0.18%0.50%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.01%0.17%1.34%Q3 2013Q3 202341
M&T BANK CORP 26150.03%0.44%1.09%Q2 2013Q3 202341
LaFleur & Godfrey LLC 41410.16%0.79%1.49%Q2 2013Q2 202341
Rathbones Group PLC 3920.07%0.17%0.29%Q2 2013Q3 202341
ASSETMARK, INC 41410.02%0.50%2.12%Q3 2013Q3 202341
Acropolis Investment Management, LLC 41410.01%1.39%4.99%Q2 2013Q2 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.07%0.44%1.64%Q2 2013Q3 202341
TIEMANN INVESTMENT ADVISORS, LLC 40400.53%0.95%1.43%Q4 2013Q3 202340
Perigon Wealth Management, LLC 3010.11%0.33%0.68%Q3 2011Q3 202340
Private Advisor Group, LLC 40400.09%0.24%0.40%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40400.37%0.84%1.80%Q4 2013Q3 202340
DIVIDEND ASSETS CAPITAL, LLC 27130.01%0.13%0.64%Q2 2013Q3 202340
LINCOLN NATIONAL CORP 40400.05%0.14%0.44%Q4 2013Q3 202340
Fort Point Capital Partners LLC 40400.05%2.13%6.99%Q4 2013Q3 202340
SouthState Corp 21190.02%0.27%0.96%Q2 2013Q3 202340
DAVENPORT & Co LLC 2280.00%0.01%0.02%Q2 2013Q3 202340
Curbstone Financial Management Corp 40401.17%1.69%2.81%Q1 2014Q4 202340
COMERICA BANK 3910.02%0.05%0.49%Q2 2013Q3 202340
Janney Montgomery Scott LLC 40400.04%0.14%0.59%Q3 2013Q2 202340
SMITH, MOORE & CO. 40400.15%0.23%0.46%Q4 2013Q3 202340
Texas Yale Capital Corp. 3730.01%0.07%0.29%Q2 2013Q2 202340
Pure Financial Advisors, LLC 22180.59%14.19%44.22%Q2 2013Q4 202340
Cranbrook Wealth Management, LLC 40401.30%1.76%2.54%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.05%0.27%0.58%Q4 2013Q3 202340
BANQUE PICTET & CIE SA 40400.01%0.12%0.82%Q4 2013Q3 202340
Autus Asset Management, LLC 39391.07%1.41%2.33%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.02%0.10%0.17%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.02%0.16%Q2 2013Q4 202239
GAMBLE JONES INVESTMENT COUNSEL 39390.09%0.26%0.52%Q2 2013Q4 202239
Avior Wealth Management, LLC 25140.03%0.34%1.84%Q4 2013Q3 202339
Dynamic Advisor Solutions LLC 3360.18%0.36%1.47%Q4 2013Q3 202339
Mathes Company, Inc. 3720.19%0.39%1.11%Q4 2013Q3 202339
JANE STREET GROUP, LLC 1510.00%0.04%0.22%Q1 2014Q3 202339
Capital Investment Advisors, LLC 3720.04%0.20%0.61%Q4 2013Q4 202339
Addison Capital Co 3360.47%0.83%1.28%Q4 2013Q3 202339
Brinker Capital Investments, LLC 39390.01%1.08%2.71%Q2 2013Q4 202239
Advisory Services Network, LLC 27120.03%0.23%0.46%Q4 2013Q3 202339
Haverford Trust Co 3810.01%0.08%0.61%Q2 2013Q1 202339
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2710.00%0.05%0.21%Q2 2013Q3 202339
Estate Counselors, LLC 3540.04%2.52%5.01%Q2 2013Q3 202339
Pinnacle Holdings, LLC 2210.05%0.08%0.12%Q2 2013Q3 202339
TODD ASSET MANAGEMENT LLC 38380.01%0.01%0.02%Q2 2014Q3 202338
DELTA ASSET MANAGEMENT LLC/TN 3530.00%0.00%0.01%Q2 2013Q2 202338
FMR LLC 3350.00%0.05%0.14%Q2 2013Q3 202338
Allworth Financial LP 38380.02%0.25%3.10%Q2 2014Q3 202338
Stelac Advisory Services LLC 38380.04%0.53%1.86%Q2 2014Q3 202338
ROBERTS GLORE & CO INC /IL/ 20180.08%0.16%0.27%Q2 2013Q2 202338
Regal Investment Advisors LLC 2710.03%0.31%1.00%Q2 2013Q3 202338
Tradewinds Capital Management, LLC 3440.00%0.01%0.04%Q4 2013Q2 202338
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
Cypress Capital Group 1870.04%0.12%0.47%Q2 2013Q3 202338
Riggs Asset Managment Co. Inc. 37370.01%1.21%5.04%Q3 2014Q3 202337
Personal Capital Advisors Corp 37370.60%2.67%4.08%Q4 2013Q4 202237
SCOTIA CAPITAL INC. 37370.01%0.05%0.15%Q3 2014Q3 202337
BARD ASSOCIATES INC 37370.10%0.21%0.35%Q3 2014Q3 202337
Arete Wealth Advisors, LLC 1490.03%0.20%0.56%Q4 2013Q3 202337
Carnegie Capital Asset Management, LLC 37370.02%0.03%0.06%Q3 2014Q3 202337
First Financial Bank - Trust Division 3070.02%0.10%0.26%Q4 2013Q1 202337
Ifrah Financial Services, Inc. 37370.60%1.13%2.82%Q2 2013Q2 202237
CIBC Private Wealth Group, LLC 3610.00%0.01%0.02%Q1 2014Q3 202337
Bangor Savings Bank 3060.01%0.14%1.91%Q2 2013Q3 202336
People's United Financial, Inc. 36360.08%0.25%0.52%Q2 2013Q1 202236
First Personal Financial Services 36360.49%0.92%1.30%Q4 2014Q3 202336
Brown Advisory Securities, LLC 36360.06%0.14%0.27%Q2 2013Q1 202236
Stratos Wealth Partners, LTD. 36360.04%0.34%0.82%Q4 2014Q3 202336
Klingman & Associates, LLC 36360.05%1.49%4.92%Q4 2014Q3 202336
TCI Wealth Advisors, Inc. 1810.00%0.03%0.11%Q4 2012Q1 202336
Dakota Wealth Management 36360.06%0.44%1.50%Q4 2014Q3 202336
Willow Creek Wealth Management Inc. 36360.23%4.52%12.38%Q4 2014Q3 202336
Sigma Planning Corp 36360.18%0.54%1.18%Q4 2014Q3 202336
Advisory Alpha, LLC 2010.00%0.89%3.20%Q4 2013Q3 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
Goelzer Investment Management, Inc. 36360.03%0.45%1.08%Q1 2013Q4 202136
STERLING INVESTMENT ADVISORS LLC /ADV 36362.51%3.66%6.96%Q4 2014Q3 202336
EisnerAmper Wealth Management Corporate Benefits, LLC 22140.11%1.21%2.91%Q4 2014Q4 202336
Mirae Asset Global Investments Co., Ltd. 1420.00%0.05%0.62%Q4 2011Q3 202336
FAGAN ASSOCIATES, INC. 2820.22%0.48%0.83%Q1 2014Q3 202336
Family Firm, Inc. 36362.55%3.49%5.06%Q4 2014Q3 202336
KWMG, LLC 36361.38%4.11%7.40%Q4 2014Q3 202336
Capital Directions Investment Advisors, LLC 1920.01%0.15%0.48%Q2 2013Q4 202236
Strategic Point Investment Advisors, LLC 3060.00%0.15%0.32%Q2 2013Q3 202336
White Pine Investment CO 21140.33%2.07%3.35%Q4 2014Q3 202335
PEAPACK GLADSTONE FINANCIAL CORP 2310.01%0.08%0.31%Q2 2013Q3 202335
BESSEMER GROUP INC 1510.00%0.00%0.02%Q2 2013Q3 202335
WADE G W & INC 35350.30%0.43%0.67%Q1 2015Q3 202335
JMG Financial Group, Ltd. 2010.01%0.12%0.83%Q2 2013Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.07%0.22%0.53%Q2 2013Q4 202135
CLEAR INVESTMENT RESEARCH, LLC 35350.94%4.22%7.72%Q1 2015Q3 202335
AllSquare Wealth Management LLC 25100.37%0.50%0.69%Q4 2014Q3 202335
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23120.02%0.20%1.04%Q4 2014Q3 202335
Trust Co 35350.00%0.11%0.62%Q1 2015Q3 202335
Community Bank, N.A. 35350.00%0.16%1.08%Q4 2014Q2 202335
Argent Trust Co 35350.04%0.31%0.78%Q1 2015Q3 202335
Twele Capital Management, Inc. 35350.16%1.26%2.85%Q4 2013Q2 202235
SPC Financial, Inc. 19160.03%2.50%12.27%Q2 2013Q3 202335
Plancorp, LLC 2810.01%0.28%0.86%Q4 2013Q3 202335
Cordasco Financial Network 35350.04%0.53%2.29%Q4 2013Q2 202235
Altavista Wealth Management, Inc. 35350.21%0.47%0.76%Q2 2013Q4 202135
PARAMETRIC PORTFOLIO ASSOCIATES LLC 3050.00%0.00%0.03%Q2 2013Q1 202235
Prospera Financial Services Inc 2340.03%0.15%0.48%Q2 2013Q3 202335
Retirement Planning Group, LLC 3140.04%0.13%1.75%Q2 2013Q1 202235
Atlas Brown,Inc. 34340.17%0.49%0.76%Q2 2015Q3 202334
Alexandria Capital, LLC 34340.11%0.52%2.51%Q2 2013Q3 202134
WELCH & FORBES LLC 2410.01%0.03%0.07%Q2 2013Q3 202334
SIGNET FINANCIAL MANAGEMENT, LLC 2590.09%0.72%1.23%Q1 2015Q3 202334
Koshinski Asset Management, Inc. 2520.07%0.35%0.79%Q4 2014Q3 202334
WOODMONT INVESTMENT COUNSEL LLC 34340.11%0.84%1.59%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.05%0.13%0.20%Q2 2013Q3 202134
PARSONS CAPITAL MANAGEMENT INC/RI 3310.03%0.07%0.25%Q1 2015Q3 202334
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 34340.02%0.07%0.10%Q4 2013Q1 202234
Baird Financial Group, Inc. 34340.01%0.05%0.19%Q2 2015Q3 202334
MARK SHEPTOFF FINANCIAL PLANNING, LLC 34340.00%0.03%0.05%Q1 2014Q2 202234
Diversified Portfolios, Inc. 2680.06%0.38%1.07%Q4 2014Q2 202334
HOLLENCREST CAPITAL MANAGEMENT 34340.10%0.32%0.52%Q4 2013Q1 202234
ATWOOD & PALMER INC 34340.00%0.01%0.04%Q2 2014Q3 202234
FIL Ltd 34340.01%0.18%0.44%Q2 2015Q3 202334
TRUST CO OF VIRGINIA /VA 19150.02%0.07%0.12%Q4 2013Q2 202234
Modera Wealth Management, LLC 1410.02%0.13%0.44%Q2 2013Q3 202334
MML INVESTORS SERVICES, LLC 2670.18%0.44%1.30%Q2 2015Q3 202333
SG Americas Securities, LLC 1610.00%0.24%1.18%Q2 2013Q3 202333
Parkside Financial Bank & Trust 33330.02%0.49%1.78%Q3 2015Q3 202333
PEOPLES FINANCIAL SERVICES CORP. 33330.01%0.01%0.02%Q4 2013Q4 202133
OLD SECOND NATIONAL BANK OF AURORA 33330.00%0.01%0.03%Q4 2014Q4 202233
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.19%0.60%Q2 2013Q2 202133
BADGLEY PHELPS & BELL INC 33330.03%0.06%0.12%Q2 2013Q2 202133
Brookstone Capital Management 3120.04%0.25%1.12%Q2 2015Q3 202333
Eagle Ridge Investment Management 33330.94%1.17%1.85%Q3 2015Q3 202333
Sensible Financial Planning & Management, LLC. 33330.08%0.38%1.48%Q3 2014Q3 202233
First Heartland Consultants, Inc. 2710.02%0.46%1.97%Q2 2013Q3 202333
Archford Capital Strategies, LLC 1560.00%0.32%0.95%Q1 2014Q4 202233
QS Investors, LLC 33330.01%0.79%2.72%Q2 2013Q2 202133
COUNTRY TRUST BANK 32320.00%0.34%1.28%Q1 2016Q4 202332
BBVA USA Bancshares, Inc. 32320.17%0.40%0.52%Q2 2013Q1 202132
Sequoia Financial Advisors, LLC 2840.01%0.06%0.57%Q4 2013Q3 202332
FRG Family Wealth Advisors LLC 32320.07%0.11%0.18%Q4 2015Q3 202332
Brouwer & Janachowski, LLC 32320.06%0.56%2.22%Q4 2013Q3 202132
Anchor Investment Management, LLC 32320.01%0.16%0.32%Q1 2016Q4 202332
CWM, LLC 2480.00%0.27%1.82%Q3 2015Q3 202332
LVW Advisors, LLC 2610.04%0.23%0.67%Q1 2015Q3 202332
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
High Falls Advisors, Inc 32320.08%1.66%3.82%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.01%2.33%7.71%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.03%0.29%0.89%Q4 2015Q3 202332
PANAGORA ASSET MANAGEMENT INC 32320.01%0.06%0.13%Q2 2013Q1 202132
Carroll Financial Associates, Inc. 2910.00%0.02%0.05%Q2 2013Q4 202132
FDx Advisors, Inc. 18140.01%0.15%0.47%Q2 2014Q2 202232
Morningstar Investment Services LLC 32320.00%0.15%0.33%Q1 2014Q4 202132
WEALTHSOURCE PARTNERS, LLC 31310.08%0.74%2.80%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.15%0.93%Q1 2016Q3 202331
Psagot Value Holdings Ltd. 31310.00%0.11%0.39%Q2 2013Q4 202031
CIBC WORLD MARKET INC. 2830.00%0.02%0.07%Q2 2013Q3 202331
MILLENNIUM MANAGEMENT LLC 1010.00%0.01%0.03%Q2 2013Q3 202331
IFP Advisors, Inc 17140.01%0.13%0.21%Q4 2015Q3 202331
Pekin Hardy Strauss, Inc. 31310.02%0.14%0.33%Q1 2016Q3 202331
HBK Sorce Advisory LLC 31310.02%0.07%0.16%Q1 2016Q3 202331
Patten Group, Inc. 1510.02%0.10%0.21%Q4 2014Q3 202331
BALDWIN BROTHERS LLC/MA 2920.01%2.39%4.40%Q1 2016Q4 202331
Sutton Wealth Advisors Inc. 31310.00%0.20%0.76%Q1 2016Q3 202331
ROFFMAN MILLER ASSOCIATES INC /PA/ 31310.04%0.58%2.20%Q2 2013Q4 202031
FIRST NATIONAL TRUST CO 3010.03%0.14%0.28%Q2 2015Q3 202331
EXANE DERIVATIVES 31310.00%0.06%0.21%Q4 2014Q2 202231
Barrett Asset Management, LLC 2560.00%0.02%0.16%Q2 2013Q3 202131
Cetera Investment Advisers 31310.09%0.25%0.62%Q1 2016Q3 202331
NEXT Financial Group, Inc 31310.04%0.34%0.61%Q2 2014Q4 202131
CITY HOLDING CO 1810.00%0.49%2.13%Q4 2013Q3 202330
NORTHERN TRUST CORP 2730.00%0.00%0.00%Q4 2015Q3 202330
E&G Advisors, LP 30300.80%1.77%2.71%Q2 2016Q3 202330
Global Endowment Management, LP 30300.15%0.62%1.27%Q2 2016Q3 202330
Charles Schwab Investment Advisory, Inc. 2730.00%0.46%2.13%Q2 2013Q2 202330
Laffer Tengler Investments, Inc. 2910.00%0.06%0.32%Q2 2013Q2 202130
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.10%0.18%0.57%Q2 2013Q3 202030
Jacobi Capital Management LLC 30300.03%0.15%0.29%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.05%0.18%0.53%Q2 2013Q3 202030
Stonehage Fleming Financial Services Holdings Ltd 1710.01%0.04%0.09%Q4 2015Q3 202330
LifePlan Financial Group, Inc 30300.00%0.32%2.11%Q2 2013Q3 202030
Bison Wealth, LLC 30300.09%0.40%0.80%Q1 2015Q2 202230
ETRADE Capital Management LLC 30300.44%1.27%3.24%Q2 2013Q3 202030
Snowden Capital Advisors LLC 2280.12%0.44%1.66%Q1 2016Q3 202330
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 30300.16%0.69%1.84%Q2 2016Q3 202330
ARROW FINANCIAL CORP 2550.00%0.00%0.01%Q2 2013Q4 202130
WINTRUST INVESTMENTS LLC 18110.01%0.41%2.18%Q2 2016Q3 202329
Simplicity Solutions, LLC 1910.02%0.18%0.52%Q2 2015Q3 202329
ClearBridge Investments 29290.00%0.00%0.00%Q2 2013Q2 202029
Advisors Asset Management, Inc. 29290.00%0.01%0.04%Q1 2015Q1 202229
CHOREO, LLC 2630.03%0.09%0.27%Q1 2014Q3 202329
NICOLET BANKSHARES INC 29290.08%0.54%2.13%Q4 2015Q4 202229
Manchester Capital Management LLC 16130.00%0.04%0.15%Q2 2013Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.03%Q3 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.10%0.20%Q4 2013Q4 202029
Mechanics Bank Trust Department 29290.20%0.36%0.55%Q3 2016Q3 202329
HALL LAURIE J TRUSTEE 1330.00%0.07%0.10%Q4 2015Q3 202329
Keel Point, LLC 29290.14%1.69%5.89%Q3 2016Q3 202329
EFG Asset Management (Americas) Corp. 29290.14%2.95%9.16%Q3 2016Q3 202329
Roble, Belko & Company, Inc 29290.04%0.10%0.20%Q1 2015Q1 202229
SIGNATUREFD, LLC 2210.00%0.02%0.08%Q3 2013Q3 202329
Financial Management Professionals, Inc. 2210.00%0.01%0.02%Q2 2013Q1 202329
Cornerstone Wealth Management, LLC 2510.03%0.29%1.39%Q1 2016Q3 202329
Moors & Cabot, Inc. 1750.02%0.07%0.16%Q1 2014Q3 202328
Abbrea Capital, LLC 28280.05%0.10%0.19%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.03%0.26%0.86%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.00%0.00%0.04%Q4 2016Q3 202328
GenTrust, LLC 28281.20%3.93%6.47%Q4 2016Q3 202328
SigFig Wealth Management, LLC 28280.14%2.20%10.88%Q4 2016Q3 202328
Millburn Ridgefield Corp 28280.00%0.11%0.39%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.06%0.10%0.16%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.04%0.22%0.62%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.84%2.04%3.62%Q4 2016Q3 202328
GREATMARK INVESTMENT PARTNERS, INC. 28280.08%0.40%0.88%Q2 2013Q1 202028
FARR MILLER & WASHINGTON LLC/DC 28280.02%0.04%0.05%Q4 2014Q3 202128
FLAGSHIP HARBOR ADVISORS, LLC 28280.07%0.30%0.45%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.07%0.26%0.84%Q4 2016Q3 202328
AE Wealth Management LLC 28280.04%0.24%0.54%Q4 2016Q3 202328
Sumitomo Mitsui Trust Holdings, Inc. 2710.00%0.01%0.03%Q4 2014Q4 202128
LYELL WEALTH MANAGEMENT, LP 28280.35%1.21%1.68%Q4 2016Q3 202328
Wealthcare Advisory Partners LLC 28280.03%0.38%1.15%Q4 2016Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28280.01%0.04%0.10%Q4 2016Q3 202328
BRINKER CAPITAL INC 2080.04%0.13%0.57%Q2 2013Q2 202028
WESBANCO BANK INC 1160.02%0.12%0.25%Q2 2013Q3 202328
Granite Investment Advisors, LLC 2530.04%0.27%1.46%Q2 2013Q3 202128
Clark Capital Management Group, Inc. 1360.00%0.01%0.02%Q2 2013Q4 202128
Destination Wealth Management 910.00%0.45%3.99%Q1 2013Q3 202328
BINGHAM OSBORN & SCARBOROUGH LLC 2410.03%0.57%2.07%Q1 2014Q3 202128
Alpha Omega Wealth Management LLC 28280.04%0.08%0.15%Q4 2016Q3 202328
Darwin Wealth Management, LLC 28280.08%1.08%4.14%Q2 2016Q1 202328
Clearstead Advisors, LLC 28280.00%0.04%0.09%Q4 2016Q3 202328
SEGALL BRYANT & HAMILL, LLC 2610.00%0.01%0.02%Q1 2013Q2 202228
Fiera Capital Corp 2320.00%0.01%0.03%Q2 2013Q3 202328
EXENCIAL WEALTH ADVISORS, LLC 1910.08%0.11%0.15%Q1 2013Q3 202328
Pflug Koory, LLC 28280.94%1.26%1.54%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.20%1.18%Q4 2016Q3 202328
OXFORD FINANCIAL GROUP, LTD. LLC 28280.04%0.50%4.16%Q4 2016Q3 202328
SONATA CAPITAL GROUP INC 28280.27%0.70%1.05%Q4 2016Q3 202328
Kovack Advisors, Inc. 1940.06%1.06%8.70%Q3 2012Q3 202328
Verger Capital Management LLC 28281.66%3.98%5.87%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.06%0.36%1.40%Q4 2016Q3 202328
ARKANSAS FINANCIAL GROUP, INC. 28280.24%6.17%9.90%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.20%0.35%1.89%Q2 2013Q1 202028
Sargent Bickham Lagudis LLC 28280.00%0.03%0.30%Q1 2016Q4 202228
COLDSTREAM CAPITAL MANAGEMENT INC 1740.03%0.09%0.24%Q2 2013Q3 202328
Global Retirement Partners, LLC 28280.06%0.34%1.58%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28280.87%1.53%2.21%Q4 2016Q3 202328
Sarasin & Partners LLP 910.02%0.03%0.04%Q2 2013Q3 202127
RFG Advisory, LLC 15120.03%0.33%1.05%Q3 2016Q3 202327
Frontier Wealth Management LLC 1890.02%0.28%0.76%Q4 2014Q2 202227
MASSMUTUAL TRUST CO FSB/ADV 2520.01%0.06%0.12%Q2 2014Q4 202327
UBS ASSET MANAGEMENT AMERICAS INC 27270.00%0.00%0.01%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.21%0.34%0.74%Q2 2013Q4 201927
Fund Evaluation Group, LLC 2160.14%5.82%16.67%Q1 2015Q3 202327
Flaharty Asset Management, LLC 27270.07%0.20%0.43%Q1 2017Q3 202327
RITHOLTZ WEALTH MANAGEMENT 2610.02%5.01%10.17%Q4 2016Q3 202327
Colorado Capital Management, Inc. 27270.12%0.81%1.86%Q4 2015Q2 202227
MILES CAPITAL, INC. 14130.16%0.44%1.01%Q2 2013Q1 202027
M Holdings Securities, Inc. 2210.02%0.19%0.52%Q4 2013Q4 202227
NBT BANK N A /NY 1610.02%0.05%0.07%Q2 2013Q3 202327
NOMURA ASSET MANAGEMENT CO LTD 1510.00%0.06%0.19%Q2 2013Q3 202327
HANCOCK WHITNEY CORP 2520.01%0.05%0.23%Q2 2013Q3 202227
Patriot Financial Group Insurance Agency, LLC 2250.00%0.08%0.28%Q4 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.06%0.22%0.63%Q1 2017Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.01%0.03%0.08%Q4 2015Q3 202327
OLD NATIONAL BANCORP /IN/ 1820.01%0.04%0.10%Q2 2014Q3 202327
Heritage Trust Co 27270.75%1.71%3.53%Q1 2017Q3 202327
Continuum Advisory, LLC 27270.05%1.01%2.22%Q1 2017Q3 202327
Barber Financial Group, Inc. 26260.14%2.05%6.38%Q4 2016Q1 202326
OneDigital Investment Advisors LLC 26260.06%0.18%0.46%Q2 2017Q3 202326
Bridgeworth, LLC 2330.05%1.56%8.30%Q4 2016Q3 202326
Institute for Wealth Management, LLC. 1910.01%0.25%0.90%Q2 2013Q3 202326
Sage Capital Advisors,llc 26260.11%0.74%2.95%Q2 2017Q3 202326
Founders Capital Management 13130.01%0.19%0.81%Q1 2017Q4 202326
BOSTON ADVISORS LLC 26260.01%0.03%0.06%Q2 2013Q3 201926
Somerset Group LLC 26260.17%0.31%0.47%Q3 2016Q4 202226
CHEMUNG CANAL TRUST CO 26260.12%0.31%1.00%Q2 2013Q3 201926
SUNTRUST BANKS INC 26260.05%0.09%0.15%Q2 2013Q3 201926
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.06%0.16%0.37%Q2 2017Q3 202326
MACKENZIE FINANCIAL CORP 26260.00%0.03%0.19%Q4 2015Q1 202226
Garner Asset Management Corp 26260.31%1.28%2.66%Q2 2017Q3 202326
NewEdge Advisors, LLC 26260.02%0.17%0.54%Q2 2017Q3 202326
Ballentine Partners, LLC 26260.01%0.25%0.61%Q2 2017Q3 202326
W.G. Shaheen & Associates DBA Whitney & Co 26260.08%0.71%1.67%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.02%0.06%0.20%Q2 2013Q3 201926
JFS WEALTH ADVISORS, LLC 2010.00%0.01%0.04%Q3 2014Q3 202326
RPg Family Wealth Advisory, LLC 1410.01%1.25%3.23%Q4 2015Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.11%0.23%0.54%Q4 2016Q1 202326
Rosenbaum Jay D. 26260.07%0.69%1.14%Q4 2014Q1 202126
Vigilant Capital Management, LLC 2010.00%0.06%0.25%Q2 2013Q1 202226
Parkside Advisors LLC 26260.08%0.15%0.24%Q1 2017Q2 202326
SRS Capital Advisors, Inc. 1070.34%4.12%8.85%Q4 2016Q3 202326
HARBOUR INVESTMENT MANAGEMENT LLC 2210.09%0.43%0.85%Q2 2013Q4 202126
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
Horan Securities, Inc. 1110.01%0.02%0.07%Q3 2016Q2 202325
Burt Wealth Advisors 25250.02%0.06%0.13%Q4 2014Q4 202025
Peak Financial Management, Inc. 25250.35%1.34%1.76%Q3 2017Q3 202325
Lourd Capital, LLC 25250.08%1.06%3.33%Q2 2013Q2 201925
Money Design Co.,Ltd. 25250.71%1.98%4.75%Q3 2017Q3 202325
Camarda Financial Advisors, LLC 25250.00%0.92%2.58%Q2 2013Q2 201925
JOHNSON INVESTMENT COUNSEL INC 25250.01%0.05%0.08%Q2 2013Q2 201925
Dorsey Wright & Associates 1110.02%0.36%4.40%Q3 2013Q3 202325
Migdal Insurance & Financial Holdings Ltd. 25250.00%0.08%0.22%Q3 2017Q3 202325
Aveo Capital Partners, LLC 1410.06%0.68%5.58%Q4 2016Q3 202325
SCHRODER INVESTMENT MANAGEMENT GROUP 2410.00%0.02%0.09%Q3 2013Q3 202025
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1110.00%0.00%0.00%Q2 2013Q3 202325
CONNABLE OFFICE INC 25250.33%0.67%1.44%Q3 2017Q3 202325
STEPHENS INC /AR/ 2230.02%0.09%0.97%Q2 2013Q3 202325
Thomas J. Herzfeld Advisors, Inc. 25250.02%0.03%0.05%Q2 2013Q2 201925
Maple Capital Management, Inc. 1420.04%0.08%0.12%Q2 2013Q4 201925
WHITE PINE CAPITAL LLC 25250.21%0.63%1.44%Q3 2017Q3 202325
YorkBridge Wealth Partners, LLC 25250.07%0.22%0.44%Q4 2016Q4 202225
Westside Investment Management, Inc. 1510.01%0.23%0.92%Q4 2016Q3 202325
TIAA, FSB 25250.03%2.84%10.72%Q2 2017Q2 202325
Asset Dedication, LLC 1710.00%0.01%0.16%Q4 2015Q3 202325
Garde Capital, Inc. 25250.06%1.67%3.68%Q2 2014Q2 202025
SIMPLEX TRADING, LLC 910.00%0.01%0.08%Q4 2014Q2 202325
CIBC BANK USA 25250.03%0.11%0.33%Q2 2013Q2 201925
Gilbert & Cook, Inc. 25250.07%0.85%4.32%Q4 2016Q4 202225
VALLEY NATIONAL ADVISERS INC 1010.00%0.00%0.01%Q4 2015Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.02%0.08%0.17%Q2 2013Q1 201924
BOKF, NA 1590.09%0.18%0.24%Q3 2017Q3 202324
Financial Advocates Investment Management 24240.12%0.25%0.42%Q4 2017Q3 202324
CALTON & ASSOCIATES, INC. 24240.44%0.79%2.00%Q4 2017Q3 202324
Forefront Analytics, LLC 24240.58%1.90%4.90%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.05%0.68%2.10%Q3 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.31%0.46%0.66%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24240.96%1.26%1.68%Q4 2017Q3 202324
Palisade Asset Management, LLC 24240.12%0.21%0.31%Q4 2017Q3 202324
Meridian Wealth Management, LLC 1830.08%0.18%0.72%Q4 2016Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.08%0.19%0.38%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.01%0.25%1.67%Q4 2017Q3 202324
Valeo Financial Advisors, LLC 2220.00%0.01%0.03%Q3 2017Q3 202324
COLONY GROUP LLC 1010.00%0.02%0.04%Q3 2013Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
STALEY CAPITAL ADVISERS INC 1860.02%0.02%0.04%Q2 2013Q2 201924
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.02%0.17%0.52%Q4 2017Q3 202324
Plante Moran Financial Advisors, LLC 1310.00%0.03%0.18%Q3 2013Q3 202324
Omnia Family Wealth, LLC 1130.10%1.81%7.26%Q4 2016Q2 202324
DAVIS R M INC 13110.01%0.08%0.28%Q2 2013Q3 202324
NOTTINGHAM ADVISORS, INC. 1860.04%0.26%1.02%Q4 2014Q3 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.13%0.20%0.30%Q4 2017Q3 202324
Lattice Strategies LLC 24240.36%1.31%2.05%Q2 2013Q1 201924
PARTNERS CAPITAL INVESTMENT GROUP, LLP 24240.06%1.29%3.05%Q4 2017Q3 202324
BOK Financial Private Wealth, Inc. 1810.01%0.10%0.97%Q1 2014Q3 202224
Ledyard National Bank 24240.00%0.01%0.03%Q2 2013Q1 201924
LexAurum Advisors, LLC 24240.12%0.20%0.33%Q4 2017Q3 202324
ROCKLAND TRUST CO 24240.01%0.09%0.37%Q4 2017Q3 202324
Divergent Wealth Advisors 24240.20%3.25%5.00%Q4 2017Q3 202324
Jaffetilchin Investment Partners, LLC 2010.12%1.96%4.27%Q2 2013Q3 202324
Nikulski Financial, Inc. 24240.55%0.80%1.06%Q4 2017Q3 202324
Successful Portfolios LLC 24240.25%0.51%1.00%Q4 2017Q3 202324
Aviance Capital Partners, LLC 24240.15%0.46%0.94%Q4 2017Q3 202324
NVWM, LLC 24240.08%0.52%1.19%Q4 2017Q3 202324
PATTON ALBERTSON MILLER GROUP, LLC 1610.04%0.36%0.86%Q3 2016Q3 202324
Global Trust Asset Management, LLC 24240.01%0.03%0.34%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.02%0.31%1.18%Q4 2017Q3 202324
Slow Capital, Inc. 24240.19%0.56%0.97%Q4 2017Q3 202324
TELEMUS CAPITAL, LLC 24240.43%0.80%1.80%Q4 2017Q3 202324
ZACKS INVESTMENT MANAGEMENT 1860.00%0.02%0.05%Q1 2017Q3 202324
Integrated Wealth Concepts LLC 24240.09%0.57%2.80%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.11%0.30%0.68%Q4 2017Q3 202324
THOMPSON SIEGEL & WALMSLEY LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
Front Row Advisors LLC 24240.06%0.17%0.30%Q4 2017Q3 202324
FIRST UNITED BANK & TRUST 24240.16%0.65%1.08%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.12%0.24%0.33%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.09%0.23%0.32%Q4 2017Q3 202324
FIRST FINANCIAL CORP /IN/ 24240.01%0.04%0.09%Q2 2013Q1 201924
Tortoise Investment Management, LLC 2220.00%0.03%0.10%Q4 2014Q4 202024
Arbor Investment Advisors, LLC 14100.08%0.46%1.45%Q4 2010Q3 202324
Lutz Financial Services LLC 24240.46%1.07%2.47%Q4 2017Q3 202324
Fortis Advisors, LLC 24240.00%0.21%0.56%Q3 2017Q2 202324
BDO Wealth Advisors, LLC 23230.00%0.01%0.04%Q2 2017Q4 202223
IFG Advisory, LLC 2210.04%0.21%0.49%Q4 2017Q3 202323
Hilltop Holdings Inc. 23230.03%0.96%4.53%Q1 2018Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 1810.00%56.52%100.00%Q2 2013Q3 202123
Bedel Financial Consulting, Inc. 23230.05%0.11%0.19%Q4 2017Q2 202323
Sterling Investment Advisors, Ltd. 23230.03%0.11%0.19%Q4 2016Q2 202223
Ironwood Investment Counsel, LLC 2210.08%0.10%0.17%Q2 2017Q3 202323
1832 Asset Management L.P. 23230.00%0.00%0.00%Q1 2014Q3 201923
Cardan Capital Partners, LLC 23230.06%0.21%0.47%Q1 2016Q3 202123
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1850.06%0.14%0.25%Q4 2017Q3 202323
Betterment LLC 1490.00%0.00%0.01%Q4 2017Q3 202323
Sowell Financial Services LLC 1020.01%0.25%1.54%Q4 2016Q3 202323
FAIRFIELD, BUSH & CO. 1410.06%0.12%0.18%Q3 2017Q3 202323
Concorde Asset Management, LLC 1710.18%0.49%1.66%Q2 2015Q4 202223
Carlton Hofferkamp & Jenks Wealth Management, LLC 23230.29%0.70%1.01%Q3 2014Q1 202023
COMERICA SECURITIES INC 23230.19%1.25%5.77%Q2 2013Q4 201823
Compagnie Lombard Odier SCmA 1610.00%0.09%0.41%Q4 2013Q2 202323
One Capital Management, LLC 2110.02%0.10%0.88%Q3 2014Q3 202323
Bellecapital International Ltd. 23230.08%0.36%0.57%Q1 2018Q3 202323
JAG CAPITAL MANAGEMENT, LLC 2110.03%0.08%0.16%Q2 2014Q4 202123
HL FINANCIAL SERVICES LLC 1850.05%0.07%0.11%Q2 2013Q1 201923
PALLADIUM PARTNERS LLC 1310.02%0.09%0.24%Q2 2013Q3 201923
LCNB CORP 2030.19%0.35%0.58%Q3 2017Q2 202323
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 910.01%0.13%0.56%Q2 2013Q1 202323
Fiduciary Trust Co International of Pennsylvania 1490.02%0.26%0.52%Q2 2013Q1 202023
Pinnacle Advisory Group, Inc. 1850.11%0.95%2.08%Q2 2015Q1 202123
CADINHA & CO LLC 1670.03%0.22%0.71%Q1 2016Q4 202223
Signature Wealth Management Group 23232.85%3.23%4.51%Q4 2017Q2 202323
CNB Bank 1850.00%0.05%0.23%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.05%0.15%0.22%Q1 2018Q3 202323
Baystate Wealth Management LLC 1210.00%0.01%0.06%Q2 2017Q3 202322
PFG Advisors 1750.05%0.28%0.98%Q4 2017Q3 202322
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1630.00%0.59%2.28%Q2 2013Q4 202222
Biondo Investment Advisors, LLC 22220.11%0.18%0.24%Q2 2018Q3 202322
J. L. Bainbridge & Co., Inc. 22220.03%0.05%0.07%Q2 2018Q3 202322
PICTET ASSET MANAGEMENT LTD 22220.00%0.12%0.31%Q1 2016Q2 202122
FULTON BREAKEFIELD BROENNIMAN LLC 1751.20%1.57%1.92%Q4 2016Q3 202322
Allianz Asset Management GmbH 1120.00%0.00%0.02%Q2 2015Q1 202222
CAMDEN NATIONAL BANK 22220.12%1.01%1.64%Q2 2018Q3 202322
Pinnacle Family Advisors, LLC 1330.16%0.29%0.58%Q1 2017Q3 202322
Certified Advisory Corp 11110.03%0.08%0.14%Q4 2017Q3 202322
Man Group plc 2020.00%0.16%0.44%Q1 2018Q3 202322
Exchange Capital Management, Inc. 22220.01%0.82%3.07%Q2 2013Q3 201822
Krilogy Financial LLC 1110.00%0.05%0.15%Q3 2015Q1 202322
MERIDIAN MANAGEMENT CO 11110.41%2.40%3.80%Q4 2016Q3 202322
MADISON INVESTMENT HOLDINGS INC 1840.04%0.70%1.92%Q2 2013Q2 201922
BSW Wealth Partners 22220.10%0.19%0.27%Q2 2013Q3 201822
Country Club Trust Company, n.a. 1390.03%0.20%0.60%Q4 2015Q4 202122
Cambria Investment Management, L.P. 1110.01%0.31%0.71%Q4 2014Q3 202322
Covington Capital Management 21210.11%0.16%0.26%Q3 2017Q3 202221
Financial Enhancement Group LLC 21210.00%0.56%5.52%Q3 2017Q3 202221
Resource Planning Group 21210.20%1.29%2.92%Q3 2018Q3 202321
IMA Wealth, Inc. 21210.00%0.00%0.01%Q2 2018Q2 202321
Fieldpoint Private Securities, LLC 2010.51%1.32%2.28%Q1 2017Q2 202221
DUBUQUE BANK & TRUST CO 21210.00%0.01%0.03%Q1 2014Q1 201921
Burleson & Company, LLC 21210.32%0.66%0.99%Q4 2017Q4 202221
Larson Financial Group LLC 2010.04%0.26%1.16%Q4 2017Q3 202321
Live Your Vision, LLC 21210.01%0.12%0.20%Q1 2014Q1 201921
WESPAC Advisors, LLC 810.17%1.36%5.09%Q4 2013Q2 202221
Janney Capital Management LLC 1470.02%0.84%3.33%Q3 2017Q2 202321
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1010.04%0.64%1.76%Q2 2015Q3 202321
CAPE COD FIVE CENTS SAVINGS BANK 1410.05%0.12%0.68%Q2 2013Q3 202321
EVERGREEN CAPITAL MANAGEMENT LLC 21210.03%0.06%0.15%Q3 2018Q3 202321
RHUMBLINE ADVISERS 21210.02%0.05%0.08%Q3 2018Q3 202321
CITIZENS FINANCIAL GROUP INC/RI 910.00%0.01%0.04%Q4 2015Q2 202321
WealthTrust-Arizona, LLC 1290.00%0.12%0.21%Q2 2013Q4 201821
WASHINGTON TRUST BANK 21210.00%0.02%0.12%Q1 2014Q1 201921
McIlrath & Eck, LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
Rain Capital Management, LLC 1740.00%0.03%0.16%Q4 2015Q3 202321
Pacific Center for Financial Services 21210.00%0.00%0.00%Q4 2016Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.24%0.83%Q3 2018Q3 202321
Alpha Cubed Investments, LLC 1610.06%0.93%1.60%Q4 2013Q3 202321
LEAVELL INVESTMENT MANAGEMENT, INC. 1120.02%0.23%0.72%Q3 2010Q3 202321
Gryphon Financial Partners LLC 21210.15%0.39%0.66%Q3 2018Q3 202321
Stordahl Capital Management, Inc. 2010.06%0.20%0.30%Q4 2017Q1 202321
DEARBORN PARTNERS LLC 21210.01%0.02%0.02%Q3 2018Q3 202321
Evercore Wealth Management, LLC 1210.00%0.01%0.02%Q2 2013Q3 202321
Johnson Financial Group, Inc. 1710.00%0.01%0.02%Q1 2015Q4 202221
New Capital Management LP 1830.05%1.55%7.02%Q4 2016Q1 202221
MAR VISTA INVESTMENT PARTNERS LLC 20200.01%0.01%0.02%Q1 2013Q4 201720
GUARDIAN CAPITAL ADVISORS LP 1610.04%0.10%0.27%Q1 2016Q3 202320
Baker Avenue Asset Management, LP 910.01%0.38%0.85%Q4 2013Q3 202320
FinTrust Capital Advisors, LLC 20200.12%0.82%1.95%Q4 2018Q3 202320
American Portfolios Advisors 20200.25%0.38%0.53%Q4 2017Q3 202220
WEALTHCARE CAPITAL MANAGEMENT LLC 1410.00%3.11%8.54%Q3 2014Q1 202220
BREWIN DOLPHIN LTD 20200.02%0.03%0.04%Q3 2017Q2 202220
Financial Planning & Information Services, Inc. 1820.05%0.19%0.93%Q4 2013Q1 202220
CONNING INC. 20200.01%0.07%0.12%Q3 2016Q2 202120
PARK AVENUE SECURITIES LLC 1410.02%1.04%4.84%Q3 2015Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.09%0.17%0.29%Q4 2018Q3 202320
Capital Advisory Group Advisory Services, LLC 1730.00%0.92%2.16%Q1 2018Q3 202320
ALPS ADVISORS INC 1550.01%0.17%0.27%Q2 2013Q3 201820
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.21%0.37%Q1 2016Q4 202020
Starfire Investment Advisers, Inc. 10100.62%2.10%3.59%Q1 2015Q2 202020
Pensionmark Financial Group, LLC 20200.07%0.21%0.47%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.02%0.05%0.13%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.02%0.05%0.09%Q4 2017Q4 202220
Guidance Point Advisors, LLC 20200.99%1.49%2.00%Q4 2018Q3 202320
FORVIS Wealth Advisors, LLC 1910.03%0.08%0.18%Q3 2013Q3 202320
Mitsubishi UFJ Trust & Banking Corp 1330.00%0.28%1.69%Q2 2013Q3 202320
WealthBridge Capital Management, LLC 20200.31%0.54%0.75%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20200.57%1.76%5.19%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.08%0.13%0.26%Q4 2018Q3 202320
Private Portfolio Partners LLC 20201.25%1.82%2.35%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.79%0.90%1.13%Q4 2018Q3 202320
DOWLING & YAHNKE LLC 20200.02%0.05%0.06%Q4 2017Q3 202220
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.22%0.71%Q4 2019Q3 202320
Claro Advisors LLC 20200.08%0.25%0.35%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.00%0.06%0.15%Q4 2018Q3 202320
CENTAURUS FINANCIAL, INC. 20200.02%0.07%0.38%Q4 2017Q3 202220
Hardy Reed LLC 20200.11%1.33%5.60%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.02%0.15%0.61%Q4 2018Q3 202320
Stonehearth Capital Management, LLC 1190.18%1.86%6.82%Q4 2014Q2 202220
Black Diamond Financial, LLC 20200.08%0.20%0.38%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.18%0.28%Q4 2018Q3 202320
RVW Wealth, LLC 20200.08%0.13%0.20%Q1 2019Q4 202320
Insight Wealth Strategies, LLC 20200.29%3.09%6.95%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.21%0.40%Q4 2018Q3 202320
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1910.06%0.70%1.09%Q2 2018Q3 202320
Mount Yale Investment Advisors, LLC 1190.03%0.19%0.30%Q1 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.03%0.15%0.45%Q4 2018Q3 202320
Crabel Capital Management, LLC 920.19%1.58%3.93%Q4 2017Q3 202320
Beacon Pointe Advisors, LLC 20200.05%0.18%0.40%Q4 2018Q3 202320
Elm Partners Management LLC 20200.00%0.63%1.73%Q4 2018Q3 202320
Wealth Advisors of Tampa Bay, LLC 20200.14%0.35%0.57%Q4 2017Q3 202220
Claraphi Advisory Network, LLC 10100.09%0.70%1.54%Q4 2017Q4 202220
Financial Gravity Asset Management, Inc. 1230.03%0.74%2.33%Q1 2018Q3 202320
THOMASPARTNERS, INC. 20200.02%0.06%0.16%Q2 2013Q1 201820
Windhaven Investment Management, Inc. 20201.59%3.79%7.16%Q2 2013Q1 201820
Castle Rock Wealth Management, LLC 1240.11%0.41%0.92%Q4 2017Q3 202320
Chesley Taft & Associates LLC 1330.02%0.11%0.34%Q2 2013Q3 202320
Alaska Permanent Capital Management 1910.01%0.99%2.32%Q2 2013Q2 201920
Vantage Investment Advisors, LLC 20200.00%0.55%2.76%Q4 2013Q3 201820
BRAVE ASSET MANAGEMENT INC 20200.00%0.29%0.95%Q4 2013Q3 201820
Lumina Fund Management LLC 19190.06%0.10%0.14%Q2 2013Q4 201719
WealthNavi Inc. 19191.39%1.89%2.27%Q1 2019Q3 202319
Clarus Wealth Advisors 1810.12%0.67%2.05%Q4 2017Q3 202219
Sunbelt Securities, Inc. 1610.01%0.29%1.14%Q4 2016Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.14%0.18%0.32%Q2 2018Q4 202219
NICOLET ADVISORY SERVICES, LLC 19190.03%0.18%0.41%Q1 2019Q3 202319
Israel Discount Bank of New York 1721.29%1.77%2.40%Q1 2017Q4 202119
IFC Holdings Incorporated/FL 19190.21%0.52%1.21%Q2 2013Q4 201719
CHEMICAL BANK 19190.08%0.14%0.21%Q4 2014Q2 201919
Hexavest Inc. 19190.00%0.01%0.02%Q4 2016Q2 202119
Old Port Advisors 1810.11%0.41%0.94%Q4 2018Q3 202319
Realta Investment Advisors 19190.19%0.29%0.39%Q1 2019Q3 202319
Private Capital Group, LLC 19190.03%0.12%0.29%Q4 2017Q2 202219
Tower Research Capital LLC (TRC) 710.00%0.01%0.02%Q3 2013Q3 202319
Premise Capital, LLC 19190.04%4.41%12.65%Q4 2015Q2 202019
Gs Investments, Inc. 1310.26%0.42%0.54%Q2 2017Q3 202219
Peninsula Wealth, LLC 1180.19%0.30%0.45%Q1 2018Q3 202319
MGO ONE SEVEN LLC 1610.00%0.42%3.06%Q4 2017Q3 202319
JANUS HENDERSON GROUP PLC 1810.00%0.01%0.03%Q1 2014Q2 202019
MCF Advisors LLC 810.00%0.05%0.15%Q4 2011Q3 202319
TSFG, LLC 19190.01%0.02%0.06%Q1 2019Q3 202319
Archer Investment Corp 1090.04%0.22%2.53%Q4 2018Q3 202319
Private Ocean, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
Mutual Advisors, LLC 19190.03%0.13%0.21%Q1 2019Q3 202319
Stadion Money Management, LLC 1810.04%0.14%0.17%Q2 2014Q2 202119
Valmark Advisers, Inc. 1310.01%0.02%0.06%Q2 2013Q3 202319
First Command Financial Services, Inc. 1450.00%0.01%0.04%Q4 2016Q1 202219
AXA S.A. 1630.00%0.01%0.02%Q4 2015Q1 202219
Busey Bank 1720.03%0.44%0.98%Q1 2018Q3 202319
Ellenbecker Investment Group 19190.19%0.61%0.93%Q1 2019Q3 202319
First Command Bank 1450.00%0.01%0.06%Q4 2016Q1 202219
TWO SIGMA SECURITIES, LLC 510.00%0.19%2.66%Q3 2015Q3 202319
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 19190.08%0.62%1.12%Q1 2019Q3 202319
Almanack Investment Partners, LLC. 1450.03%0.65%2.83%Q4 2016Q2 202219
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1810.01%0.02%0.04%Q3 2018Q3 202319
HCR Wealth Advisors 19190.05%0.09%0.15%Q1 2019Q3 202319
Summit Financial, LLC 1630.04%0.10%0.20%Q4 2018Q3 202319
Hudock, Inc. 730.00%0.02%0.08%Q2 2013Q4 202119
MOSELEY INVESTMENT MANAGEMENT INC 19190.14%0.55%1.01%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19190.36%1.11%1.90%Q2 2013Q4 201719
ROCKEFELLER FINANCIAL SERVICES INC 19190.05%0.23%0.30%Q2 2013Q4 201719
COMERICA SECURITIES,INC. 19190.08%0.50%2.12%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.05%0.11%Q1 2019Q3 202319
American Financial Advisors, LLC 1450.28%1.30%3.96%Q4 2018Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.01%0.32%1.74%Q4 2018Q3 202319
TrinityPoint Wealth, LLC 1710.04%0.26%0.96%Q4 2018Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.18%0.28%0.74%Q2 2013Q3 201718
INVESTMENT CENTERS OF AMERICA INC 18180.29%0.61%1.81%Q2 2013Q3 201718
MAKENA CAPITAL MANAGEMENT LLC 1441.01%2.08%6.31%Q2 2015Q3 202018
Round Table Services, LLC 18180.23%0.49%0.88%Q2 2018Q3 202218
LS Investment Advisors, LLC 1310.00%0.01%0.02%Q2 2013Q4 201918
Savant Capital, LLC 18180.02%0.06%0.15%Q2 2019Q3 202318
Westover Capital Advisors, LLC 18180.82%1.00%1.81%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.11%0.20%0.40%Q2 2013Q3 201718
AMP Capital Investors Ltd 1210.01%0.86%1.60%Q4 2015Q1 202118
Granite Investment Partners, LLC 1410.00%0.02%0.05%Q2 2018Q3 202318
Gemmer Asset Management LLC 18180.00%0.01%0.03%Q4 2017Q1 202218
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 18180.08%0.70%2.56%Q2 2019Q3 202318
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.00%0.11%0.64%Q2 2015Q3 201918
Virtue Capital Management, LLC 830.05%0.40%1.34%Q4 2017Q1 202318
Biltmore Family Office, LLC 940.00%0.19%1.15%Q4 2017Q3 202318
Sunesis Advisors, LLC 18181.18%1.73%2.09%Q3 2018Q4 202218
Vectors Research Management, LLC 1170.01%0.27%0.80%Q3 2018Q2 202318
VERITY Wealth Advisors 18180.60%1.03%1.49%Q4 2018Q1 202318
Magnus Financial Group LLC 18180.04%0.26%0.46%Q4 2018Q1 202318
Western Wealth Management, LLC 1170.02%0.40%3.03%Q4 2018Q2 202318
Trek Financial, LLC 1440.07%0.38%1.06%Q1 2019Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.16%0.21%0.32%Q1 2019Q3 202318
RDA Financial Network 1440.09%0.32%0.90%Q1 2019Q3 202318
Joseph P. Lucia & Associates, LLC 1260.08%0.22%0.45%Q1 2019Q3 202318
Weaver Consulting Group 18180.00%0.25%0.69%Q1 2019Q2 202318
FIFTH THIRD SECURITIES, INC. 810.36%1.32%2.41%Q1 2016Q3 202318
SALEM INVESTMENT COUNSELORS INC 1620.00%0.01%0.01%Q3 2016Q1 202318
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1530.00%0.13%0.22%Q4 2016Q3 202318
StoneX Group Inc. 1350.08%0.18%0.30%Q2 2017Q4 202118
TOEWS CORP /ADV 610.73%5.75%20.35%Q3 2016Q4 202118
Measured Wealth Private Client Group, LLC 1610.11%0.67%1.31%Q3 2017Q1 202217
All Terrain Financial Advisors, LLC 1070.09%0.15%0.23%Q4 2017Q3 202317
Wellington Shields Capital Management, LLC 17170.03%0.04%0.05%Q2 2013Q2 201717
EP Wealth Advisors, LLC 1610.02%0.12%0.38%Q1 2015Q3 202317
VIEWPOINT INVESTMENT PARTNERS CORP 17171.01%11.25%23.28%Q3 2019Q3 202317
Partnervest Advisory Services LLC 610.09%0.13%0.39%Q2 2013Q3 202017
Windham Capital Management, LLC 1020.05%1.24%4.24%Q1 2014Q3 202317
TimeScale Financial, Inc. 17170.01%0.01%0.01%Q2 2019Q2 202317
Abacus Planning Group, Inc. 17170.06%0.10%0.17%Q2 2019Q2 202317
Mascoma Wealth Management LLC 910.00%0.09%0.15%Q4 2016Q3 202317
Csenge Advisory Group 1340.00%0.47%0.94%Q4 2017Q3 202317
TOTH FINANCIAL ADVISORY CORP 980.00%0.00%0.01%Q4 2017Q3 202317
9258 Wealth Management, LLC 17170.06%0.19%0.36%Q3 2019Q3 202317
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.00%Q2 2013Q3 202317
SVB WEALTH LLC 17170.00%0.06%0.15%Q3 2019Q3 202317
ASPIRIANT, LLC 920.02%0.04%0.11%Q2 2013Q4 202017
QUADRANT CAPITAL GROUP LLC 1430.00%0.03%0.10%Q2 2015Q3 202317
ATLAS CAPITAL ADVISORS LLC 1210.01%0.02%0.12%Q1 2018Q3 202317
ALLIANCEBERNSTEIN L.P. 1310.00%0.00%0.00%Q2 2013Q3 202317
Stonebridge Capital Advisors LLC 1250.00%0.02%0.03%Q2 2019Q3 202317
Rex Capital Advisors, LLC 17170.17%0.19%0.21%Q4 2016Q4 202017
Perkins Coie Trust Co 1610.00%0.01%0.01%Q2 2015Q3 202317
B. Riley Wealth Management, Inc. 610.00%0.07%0.17%Q1 2014Q2 202217
BOURGEON CAPITAL MANAGEMENT LLC 17170.01%0.02%0.06%Q3 2019Q3 202317
Brick & Kyle, Associates 1510.22%0.77%1.18%Q4 2014Q2 201917
GILL CAPITAL PARTNERS, LLC 1610.38%0.57%0.77%Q4 2018Q4 202317
DAVIDSON INVESTMENT ADVISORS 1610.00%0.04%0.07%Q2 2013Q1 201917
TOMPKINS FINANCIAL CORP 810.00%0.02%0.13%Q2 2013Q4 202317
Bull Street Advisors, LLC 17172.27%3.11%4.24%Q3 2019Q3 202317
WEATHERLY ASSET MANAGEMENT L. P. 830.02%0.04%0.07%Q1 2016Q1 202217
Ruggie Capital Group 1410.18%0.37%0.72%Q4 2014Q3 201917
IFG Advisors, LLC 17170.13%0.34%0.64%Q3 2019Q3 202317
Barrington Strategic Wealth Management Group LLC 1611.03%1.93%4.96%Q2 2013Q3 201717
PRIO WEALTH LIMITED PARTNERSHIP 17170.01%0.01%0.01%Q3 2019Q3 202317
Baldrige Asset Management LLC 17171.32%1.90%2.57%Q1 2019Q1 202317
ING GROEP NV 1010.02%0.29%1.32%Q4 2017Q3 202317
Paradigm Financial Advisors, LLC 1610.01%1.96%4.89%Q1 2014Q4 202117
WFG Advisors, LP 17170.02%0.10%0.26%Q2 2013Q2 201717
Intellectus Partners, LLC 1220.00%0.13%0.29%Q4 2016Q1 202317
Acorn Wealth Advisors, LLC 1430.11%0.31%0.48%Q4 2017Q3 202317
Apexium Financial, LP 16160.12%0.23%0.43%Q4 2019Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
GeoWealth Management, LLC 16160.00%0.16%0.79%Q4 2019Q3 202316
Strategic Financial Services, Inc, 16161.72%2.24%2.81%Q4 2018Q3 202216
Centered Wealth LLC dba Miller Equity Capital Advisors 16160.41%0.61%0.83%Q4 2019Q3 202316
Quad-Cities Investment Group, LLC 1060.04%0.59%1.69%Q2 2018Q4 202216
Pinnacle Bancorp, Inc. 970.01%0.12%0.33%Q4 2018Q3 202316
ACCESS FINANCIAL SERVICES, INC. 16160.23%1.15%5.08%Q2 2017Q1 202116
Independent Family Office, LLC 16161.97%2.96%4.03%Q4 2019Q3 202316
Cresset Asset Management, LLC 1420.00%0.01%0.02%Q4 2018Q3 202316
Maltin Wealth Management, Inc. 16160.00%0.36%0.54%Q4 2019Q3 202316
Redhawk Wealth Advisors, Inc. 1510.00%0.36%1.59%Q2 2019Q3 202316
Ford Financial Group, LLC 1510.04%0.67%1.21%Q4 2017Q4 202116
Peregrine Asset Advisers, Inc. 810.16%1.24%5.01%Q1 2013Q3 202316
TOTAL INVESTMENT MANAGEMENT INC 16160.04%3.43%5.97%Q4 2019Q3 202316
SIMON QUICK ADVISORS, LLC 1210.00%0.05%0.14%Q1 2017Q3 202316
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 840.01%0.12%1.17%Q2 2013Q1 202116
Connecticut Wealth Management, LLC 1330.06%0.12%0.19%Q2 2019Q3 202316
Equitable Holdings, Inc. 16160.14%0.20%0.30%Q4 2019Q3 202316
BANK HAPOALIM BM 1020.01%0.07%0.15%Q1 2016Q3 202016
IBEX WEALTH ADVISORS 1010.06%0.20%0.86%Q3 2016Q4 202216
LAKE STREET PRIVATE WEALTH, LLC 16160.16%0.97%1.77%Q3 2019Q2 202316
Investors Research Corp 16160.00%0.00%0.01%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16161.71%3.16%5.55%Q4 2019Q3 202316
RBA Wealth Management, LLC 880.10%0.29%0.88%Q1 2019Q3 202316
CADENCE BANK NA 880.09%0.33%0.57%Q2 2013Q2 201916
Matson Money. Inc. 16164.88%5.55%6.92%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.02%0.05%0.11%Q4 2019Q3 202316
MOULTON WEALTH MANAGEMENT, INC 16160.53%4.41%10.94%Q4 2019Q3 202316
Belmont Capital, LLC 16160.03%0.05%0.08%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.06%3.22%5.67%Q3 2019Q3 202316
Whitegate Investment Counselors, Inc. 16160.04%0.09%0.12%Q4 2017Q3 202116
TIAA CREF TRUST CO FSB/MO 161610.80%11.69%12.60%Q2 2013Q1 201716
Banque Cantonale Vaudoise 16160.00%0.01%0.08%Q4 2019Q3 202316
Mosaic Financial Partners, Inc. 16160.24%0.62%1.37%Q2 2013Q1 201716
Aptus Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
ARGI Investment Services, LLC 1020.01%0.07%0.34%Q2 2013Q4 202216
Carmichael Hill & Associates, Inc. 16160.01%0.08%0.12%Q4 2019Q3 202316
Sunburst Financial Group, LLC 16160.09%0.57%0.99%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.11%0.67%2.02%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.20%0.35%0.50%Q4 2019Q3 202316
S.A. Mason LLC 16160.33%0.50%0.76%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.18%0.28%0.44%Q4 2019Q3 202316
Bank of Marin 16160.66%0.96%1.12%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Key FInancial Inc 16160.03%0.20%0.34%Q4 2019Q3 202316
Lido Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.30%3.12%5.21%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.10%0.72%Q4 2019Q3 202316
Alhambra Investment Management LLC 16160.47%2.12%5.78%Q4 2019Q3 202316
Element Wealth, LLC 16160.12%0.18%0.25%Q4 2019Q3 202316
WealthPLAN Partners, LLC 510.00%0.08%0.55%Q1 2015Q4 202316
HBC Financial Services, PLLC 16160.06%0.08%0.09%Q4 2019Q3 202316
HEADINVEST, LLC 1240.10%0.12%0.14%Q3 2018Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.38%0.54%0.78%Q4 2019Q3 202316
Capital Wealth Alliance, LLC 16160.27%0.81%1.20%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.07%0.24%0.42%Q4 2019Q3 202316
CENTRAL BANK & TRUST CO 1010.00%0.01%0.03%Q2 2013Q4 202216
JUNCTURE WEALTH STRATEGIES, LLC 1420.14%0.27%0.42%Q3 2016Q3 202016
Fernwood Investment Management, LLC 1010.12%0.19%0.41%Q4 2013Q3 202216
Disciplined Investments, LLC 16160.15%0.37%0.67%Q4 2019Q3 202316
EXCALIBUR MANAGEMENT CORP 16160.12%0.19%0.35%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Cordant, Inc. 16160.80%1.19%1.47%Q4 2019Q3 202316
Choate Investment Advisors 1510.01%0.03%0.09%Q2 2014Q3 202316
MINOT CAPITAL, LP 970.16%1.33%3.87%Q4 2018Q2 202316
BlackRock Japan Co. Ltd 15150.01%0.01%0.01%Q2 2013Q4 201615
Kingsview Wealth Management, LLC 640.02%0.14%0.36%Q3 2018Q3 202315
Rosenberg Matthew Hamilton 15150.05%0.23%1.10%Q1 2020Q3 202315
Antonetti Capital Management LLC 960.01%0.04%0.13%Q2 2013Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.02%0.09%Q2 2013Q4 201615
Laurel Wealth Advisors, Inc. 15150.04%0.16%0.33%Q2 2019Q4 202215
Integrated Investment Consultants, LLC 710.03%0.12%0.57%Q1 2016Q3 202315
J.W. COLE ADVISORS, INC. 870.28%0.56%1.17%Q4 2019Q3 202315
SEI INVESTMENTS CO 1210.00%0.00%0.00%Q4 2014Q1 201915
CSS LLC/IL 710.01%0.01%0.01%Q4 2014Q1 202015
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.11%0.17%0.32%Q1 2020Q3 202315
Grove Bank & Trust 1140.01%0.90%2.20%Q4 2015Q3 202315
Dorsey & Whitney Trust CO LLC 1110.06%0.13%0.28%Q2 2013Q3 202315
BlackRock Fund Advisors 15150.14%0.17%0.21%Q2 2013Q4 201615
CAROLINAS WEALTH CONSULTING LLC 15150.02%0.03%0.06%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.07%0.24%0.56%Q4 2019Q3 202315
Procyon Advisors, LLC 15150.18%0.74%1.28%Q1 2020Q3 202315
FormulaFolio Investments, LLC 1410.00%0.10%0.25%Q1 2017Q2 202115
Icon Wealth Partners, LLC 630.03%0.32%0.92%Q4 2017Q3 202315
Gladstone Institutional Advisory LLC 1140.05%0.11%0.18%Q2 2019Q3 202315
Emerson Wealth, LLC 15150.16%3.44%8.93%Q4 2018Q2 202215
Apella Capital, LLC 1230.04%0.26%0.68%Q1 2020Q4 202315
Faithward Advisors, LLC 1140.00%0.46%4.67%Q4 2019Q3 202315
J. W. Coons Advisors, LLC 15150.25%0.32%0.44%Q1 2020Q3 202315
Gray Wealth Management Inc. 15152.74%4.35%5.62%Q1 2020Q3 202315
Portland Global Advisors LLC 15150.09%0.15%0.20%Q2 2014Q4 201715
MSI Financial Services Inc 15150.16%0.41%1.48%Q2 2013Q4 201615
Polaris Wealth Advisory Group, LLC 910.00%0.99%4.63%Q1 2014Q4 202115
Vestmark Advisory Solutions, Inc. 1410.01%0.08%0.16%Q3 2019Q2 202315
Apollon Wealth Management, LLC 1120.02%0.11%0.32%Q3 2019Q3 202315
Parasol Investment Management, LLC 15150.15%5.47%8.37%Q3 2013Q1 201715
Advisor Group, Inc. 15150.15%0.24%0.42%Q2 2016Q4 201915
Retirement Group, LLC 1410.00%0.02%0.10%Q4 2019Q3 202315
SHELTON CAPITAL MANAGEMENT 960.01%0.02%0.04%Q2 2013Q1 201815
EATON VANCE MANAGEMENT 15150.00%0.00%0.00%Q1 2019Q3 202215
RONALD BLUE & CO LLC 870.02%0.22%1.51%Q3 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.16%0.37%0.63%Q1 2020Q3 202315
TRANSCEND CAPITAL ADVISORS, LLC 1320.05%0.10%0.18%Q4 2019Q3 202315
STEEL GROVE CAPITAL ADVISORS, LLC 810.04%0.12%0.17%Q2 2013Q2 202215
Bank Julius Baer & Co. Ltd, Zurich 15150.16%0.42%0.82%Q1 2020Q3 202315
Hills Bank & Trust Co 1410.01%0.03%0.10%Q3 2015Q3 202315
Simmons Bank 810.08%0.15%0.26%Q1 2016Q4 202015
PINNACLE FINANCIAL PARTNERS INC 1110.00%0.00%0.00%Q1 2018Q2 202215
Risk Paradigm Group, LLC 1230.01%2.16%7.80%Q1 2015Q4 201815
TAP Consulting, LLC 810.08%0.54%3.16%Q1 2019Q3 202315
BlackRock Investment Management, LLC 15150.03%0.06%0.09%Q2 2013Q4 201615
PLIMOTH TRUST CO LLC 15150.18%0.23%0.27%Q4 2017Q2 202115
AdvicePeriod, LLC 15150.02%0.04%0.06%Q4 2017Q2 202115
CEDAR CAPITAL, LLC 1140.11%0.26%0.61%Q4 2015Q3 202115
Wills Financial Group, Inc. 14140.09%2.49%3.48%Q2 2020Q3 202314
Concert Wealth Management Inc. 14140.04%0.10%0.18%Q2 2013Q3 201614
CreativeOne Wealth, LLC 14140.09%0.56%1.52%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
AMERICAN INTERNATIONAL GROUP, INC. 1220.02%0.09%0.44%Q2 2013Q2 202114
Prudent Man Advisors, LLC 14140.13%0.17%0.30%Q2 2020Q3 202314
Cedar Brook Financial Partners, LLC 14140.09%0.22%0.39%Q2 2020Q3 202314
GOULD ASSET MANAGEMENT LLC /CA/ 920.07%0.48%2.26%Q2 2013Q3 202314
MONETA GROUP INVESTMENT ADVISORS LLC 1110.00%0.03%0.04%Q1 2018Q1 202314
Wealth Alliance 1310.06%1.49%8.27%Q4 2019Q3 202314
Wagner Wealth Management, LLC 1220.00%0.00%0.02%Q2 2018Q3 202314
NewSquare Capital LLC 510.00%0.00%0.02%Q3 2014Q4 202214
STRATEGY ASSET MANAGERS LLC 610.05%0.11%0.20%Q3 2015Q3 202314
Full Sail Capital, LLC 1220.96%2.78%4.22%Q4 2018Q3 202314
Mattern Wealth Management LLC 14140.11%0.18%0.22%Q2 2020Q3 202314
SteelPeak Wealth, LLC 1310.13%0.39%1.10%Q4 2019Q3 202314
FCG ADVISORS, LLC 1310.07%2.11%3.70%Q2 2013Q2 201714
Virtu KCG Holdings LLC 950.01%0.42%3.75%Q3 2013Q1 201714
TRUST CO OF VERMONT 710.04%0.10%0.13%Q4 2019Q3 202314
Wealthstreet Investment Advisors, LLC 14140.12%0.18%0.25%Q4 2017Q1 202114
Clean Yield Group 1040.02%0.03%0.05%Q1 2020Q3 202314
CUTLER INVESTMENT COUNSEL LLC 770.06%0.23%0.44%Q2 2013Q3 202314
CHATHAM CAPITAL GROUP, INC. 14140.10%2.85%6.01%Q3 2014Q4 201714
Parkside Investments, LLC 510.08%1.01%1.98%Q1 2017Q1 202314
Occidental Asset Management, LLC 1040.08%1.05%1.71%Q1 2014Q4 202214
Geneva Partners, LLC 810.22%2.11%3.57%Q2 2016Q1 202214
Arkadios Wealth Advisors 1220.00%0.06%0.27%Q4 2019Q3 202314
Argentus Capital Management, LLC 14140.05%0.23%0.35%Q2 2013Q3 201614
Ellevest, Inc. 1010.00%0.02%0.03%Q1 2019Q2 202314
AMG National Trust Bank 14140.04%0.07%0.11%Q2 2020Q3 202314
CAMBRIDGE TRUST CO 860.00%0.01%0.03%Q4 2013Q3 202314
CALDWELL & ORKIN INC 14140.38%2.25%6.14%Q2 2014Q3 201714
MONROE BANK & TRUST/MI 630.03%0.24%1.09%Q2 2013Q2 201714
IBERIABANK CORP 1220.29%1.39%1.97%Q4 2012Q2 202014
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 14140.04%4.76%8.49%Q1 2017Q2 202014
Centric Wealth Management 14140.08%0.28%1.96%Q4 2018Q1 202214
PROFFITT & GOODSON INC 14141.75%2.82%3.65%Q2 2020Q3 202314
NatWest Group plc 1040.00%0.05%0.13%Q2 2013Q4 201614
RICE HALL JAMES & ASSOCIATES, LLC 14140.02%0.08%0.14%Q2 2013Q3 201614
Independent Portfolio Consultants, Inc. 14140.13%0.27%0.65%Q1 2014Q2 201714
Investors Capital Advisory Services 13130.17%0.24%0.42%Q2 2013Q2 201613
First Command Advisory Services, Inc. 1010.00%0.00%0.00%Q4 2017Q3 202313
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.00%0.02%Q2 2013Q2 201613
Counsel Portfolio Services Inc. 13130.55%1.03%1.97%Q2 2013Q2 201613
TD ASSET MANAGEMENT INC 13130.00%0.00%0.01%Q1 2017Q1 202013
MEEDER ASSET MANAGEMENT INC 1030.00%0.02%0.09%Q2 2013Q2 202213
Kistler-Tiffany Companies, LLC 810.00%0.03%0.14%Q2 2013Q4 202013
FIRSTMERIT BANK N A TRUSTEE 13130.83%1.09%1.94%Q2 2013Q2 201613
Rock Creek Group, LP 13130.16%2.48%7.39%Q3 2020Q3 202313
Windsor Capital Management, LLC 910.08%1.88%3.00%Q2 2013Q3 202313
RWA WEALTH PARTNERS, LLC 620.01%0.20%0.76%Q1 2017Q3 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
Jefferies Group LLC 510.00%0.04%0.27%Q1 2014Q2 202213
Roundview Capital LLC 13130.06%0.18%0.26%Q2 2020Q2 202313
Thomasville National Bank 610.04%0.08%0.16%Q2 2013Q3 202113
FLOW TRADERS U.S. LLC 310.06%0.73%3.25%Q3 2016Q3 202213
Winfield Associates, Inc. 940.07%0.28%0.43%Q3 2014Q4 201813
UBS AG 660.00%0.03%0.13%Q2 2013Q3 201413
VSR Financial Services, Inc. 13130.15%0.76%1.26%Q2 2013Q2 201613
Friedenthal Financial 850.23%0.53%3.91%Q4 2013Q4 202113
FIDUCIARY TRUST INTERNATIONAL LLC 13130.20%0.51%0.72%Q2 2017Q2 202013
Van Hulzen Asset Management, LLC 850.18%1.40%3.05%Q4 2016Q4 202213
Founders Financial Alliance, LLC 13130.05%0.09%0.41%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.07%0.12%0.16%Q3 2020Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.21%1.46%3.33%Q3 2020Q3 202313
Penobscot Investment Management Company, Inc. 13130.08%0.52%0.82%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.12%0.34%0.57%Q3 2020Q3 202313
Walkner Condon Financial Advisors LLC 13130.10%0.41%1.05%Q3 2020Q3 202313
Newfound Research LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
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
Wealth Quarterback LLC 610.25%3.37%6.68%Q1 1987Q3 202313
Arrow Investment Advisors, LLC 411.40%1.67%2.29%Q1 2017Q3 202313
Vontobel Swiss Wealth Advisors AG 13131.50%4.20%6.96%Q2 2016Q2 201913
Visionary Wealth Advisors 13130.16%0.38%0.71%Q3 2020Q3 202313
Zions Bancorporation 13130.10%0.22%0.30%Q1 2015Q1 201813
Glassman Wealth Services 510.00%0.02%0.16%Q3 2016Q3 202313
MISSION WEALTH MANAGEMENT, LP 1030.01%0.02%0.03%Q1 2020Q3 202313
Wealthspire Advisors, LLC 1210.00%0.02%0.03%Q4 2018Q3 202313
CVA Family Office, LLC 13130.19%0.32%0.48%Q4 2019Q4 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.06%0.13%0.21%Q3 2020Q3 202313
LPWM LLC 13130.17%0.41%0.55%Q3 2020Q3 202313
Secure Asset Management, LLC 13130.24%0.50%1.50%Q4 2019Q4 202213
Laidlaw Wealth Management LLC 850.11%0.38%1.14%Q4 2019Q3 202313
Deane Retirement Strategies, Inc. 1120.13%3.02%10.68%Q3 2016Q4 202213
XML Financial, LLC 13130.26%0.89%2.18%Q4 2019Q4 202213
Sugarloaf Wealth Management, LLC 13130.02%0.03%0.06%Q4 2019Q4 202213
3EDGE Asset Management, LP 610.00%8.13%12.76%Q4 2016Q4 202013
Venturi Wealth Management, LLC 530.01%0.21%0.53%Q4 2016Q3 202313
Wealthspire Advisors, L.P. 1210.00%0.03%0.08%Q2 2016Q3 202013
CHARTER RESEARCH & INVESTMENT GROUP, INC. 1120.28%0.32%0.36%Q2 2016Q2 202013
Blueprint Investment Partners LLC 1010.05%1.22%2.56%Q1 2020Q3 202313
Wellesley Investment Partners, LLC 1210.08%1.66%2.42%Q4 2015Q4 201913
SevenBridge Financial Group, LLC 13130.00%0.00%0.00%Q2 2016Q2 201913
Leelyn Smith, LLC 13130.00%0.00%0.01%Q4 2019Q4 202213
Parsec Financial Management, Inc. 13130.02%0.09%0.17%Q1 2020Q1 202313
Ameraudi Asset Management, Inc. 1030.21%3.10%4.64%Q4 2019Q3 202313
Yellowstone Partners, LLC 1210.13%0.21%0.31%Q4 2013Q4 201713
EASTERN BANK 13130.02%1.57%2.82%Q4 2016Q4 201913
FORTE CAPITAL LLC /ADV 1210.07%0.16%0.20%Q3 2014Q4 201713
Strategic Blueprint, LLC 1210.02%0.15%0.24%Q3 2019Q3 202313
Guidant Wealth Advisors 13133.08%3.46%4.81%Q3 2016Q3 201913
BARINGS LLC 1210.13%0.53%1.06%Q4 2018Q2 202213
Aspire Private Capital, LLC 13130.00%0.08%0.22%Q3 2020Q3 202313
Armor Investment Advisors, LLC 13130.02%0.15%0.43%Q3 2020Q3 202313
Pettinga Financial Advisors LLC 1120.08%0.70%2.06%Q4 2018Q3 202313
Florin Court Capital LLP 810.61%3.59%8.54%Q2 2018Q1 202213
Stone House Investment Management, LLC 820.02%1.39%3.62%Q4 2016Q3 202313
Virtus Fund Advisers, LLC 13130.01%0.01%0.01%Q2 2014Q2 201713
MIRSKY FINANCIAL MANAGEMENT CORP. 13131.23%1.61%1.95%Q4 2018Q4 202113
Evolution Wealth Advisors, LLC 920.01%1.40%5.22%Q4 2018Q4 202213
Graves Light Lenhart Wealth, Inc. 940.02%0.04%0.07%Q1 2019Q2 202213
Bell Rock Capital LLC 13130.04%0.07%0.17%Q4 2016Q4 201913
Summit X, LLC 1110.04%0.40%0.80%Q2 2017Q3 202313
MinichMacGregor Wealth Management, LLC 1210.01%0.07%0.13%Q4 2015Q4 202213
Foundations Investment Advisors, LLC 1120.02%0.63%3.58%Q2 2018Q3 202313
FMA ADVISORY INC 13130.15%0.45%1.42%Q1 2018Q1 202113
GREENLEAF TRUST 760.00%0.02%0.06%Q2 2013Q3 201813
QUANTUM CAPITAL MANAGEMENT 850.01%0.10%0.28%Q2 2013Q3 202013
Windsor Wealth Management, Inc. 850.04%0.08%0.16%Q2 2018Q3 202313
Prime Capital Investment Advisors, LLC 1210.00%0.09%0.47%Q1 2019Q3 202313
Fullen Financial Group 12120.14%0.17%0.26%Q2 2020Q1 202312
TUDOR INVESTMENT CORP ET AL 1010.01%0.43%1.06%Q4 2017Q1 202312
WFA of San Diego, LLC 820.19%0.66%0.94%Q2 2020Q3 202312
Bath Savings Trust Co 12120.04%0.12%0.15%Q4 2020Q3 202312
Stevens First Principles Investment Advisors 12120.00%0.03%0.04%Q3 2016Q2 201912
Apriem Advisors 530.00%0.16%0.94%Q2 2013Q4 201612
RMR Wealth Builders 1110.06%0.14%0.28%Q4 2019Q4 202212
Danda Trouve Investment Management, Inc. 12120.00%4.36%6.48%Q4 2019Q3 202212
Karp Capital Management Corp 630.03%0.37%1.10%Q4 2014Q2 202012
KINGS POINT CAPITAL MANAGEMENT 12120.00%0.01%0.01%Q2 2019Q1 202212
Charter Oak Capital Management, LLC 12120.05%0.51%0.75%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.05%0.06%0.07%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.07%0.13%0.16%Q4 2020Q3 202312
Concord Wealth Partners 12120.01%0.14%0.31%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Main Management LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
Newbridge Financial Services Group, Inc. 930.01%0.09%0.21%Q3 2020Q3 202312
Mount Lucas Management LP 420.01%0.12%0.26%Q1 2016Q4 201912
Insight Advisors, LLC/ PA 12120.06%0.18%0.33%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.06%0.19%0.32%Q4 2020Q3 202312
CI INVESTMENTS INC. 12120.56%0.76%0.92%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.46%2.28%4.15%Q4 2020Q3 202312
GenWealth Group, Inc. 12120.11%1.78%2.91%Q3 2017Q2 202012
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 840.15%0.73%5.10%Q4 2017Q4 202212
HOWARD WEALTH MANAGEMENT, LLC 710.01%0.87%1.19%Q4 2019Q2 202312
Itau Unibanco Holding S.A. 610.02%1.01%5.49%Q4 2016Q4 202212
Oder Investment Management, LLC 12120.44%0.54%0.66%Q4 2020Q3 202312
Norway Savings Bank 12120.03%0.31%0.59%Q4 2020Q3 202312
Glenview Trust Co 1020.01%0.02%0.03%Q4 2019Q3 202312
Berkshire Money Management, Inc. 1020.04%4.89%8.56%Q2 2019Q2 202212
Global Wealth Management Investment Advisory, Inc. 1020.00%0.00%0.00%Q4 2018Q2 202212
Proquility Private Wealth Partners, LLC 12120.08%0.14%0.20%Q4 2020Q3 202312
Inscription Capital, LLC 12120.03%0.12%0.20%Q4 2020Q3 202312
Bay Harbor Wealth Management, LLC 910.00%0.65%1.60%Q4 2018Q3 202312
Alerus Investment Advisors Corp 12120.00%0.13%0.88%Q2 2013Q1 201612
Sovereign Financial Group, Inc. 12120.53%0.86%1.04%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.06%0.13%0.21%Q4 2020Q3 202312
Curran Financial Partners, LLC 12121.13%3.73%6.79%Q4 2020Q3 202312
IMS Capital Management 660.18%0.29%0.42%Q2 2013Q2 202112
Accel Wealth Management 12120.40%0.63%0.73%Q4 2020Q3 202312
HOWLAND CAPITAL MANAGEMENT LLC 12120.03%0.03%0.04%Q2 2013Q1 201612
TD Capital Management LLC 1110.00%0.03%0.03%Q3 2017Q3 202312
BlackRock Institutional Trust Company, N.A. 1110.00%0.01%0.02%Q2 2013Q4 201612
Wealth Advisory Solutions, LLC 520.06%0.24%0.59%Q4 2019Q1 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.29%0.66%Q4 2018Q3 202112
Steinberg Global Asset Management 810.04%0.94%2.23%Q2 2013Q3 201812
Legacy Financial Group LLC 12122.76%4.21%5.15%Q4 2020Q3 202312
Syntal Capital Partners, LLC 620.11%0.22%0.42%Q1 2014Q3 202312
AVIANCE CAPITAL MANAGEMENT, LLC 930.00%0.30%0.57%Q2 2013Q1 201912
Bridgewater Associates 12120.27%1.05%1.81%Q2 2017Q1 202012
Cribstone Capital Management, LLC 12120.05%0.06%0.07%Q2 2016Q1 201912
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 840.38%0.44%0.51%Q4 2014Q3 201812
FIRST NATIONAL BANK OF OMAHA 12120.02%0.03%0.07%Q2 2013Q1 201612
QUATTRO FINANCIAL ADVISORS LLC 710.02%1.80%4.58%Q1 2017Q3 202312
OKABENA INVESTMENT SERVICES INC 12121.13%2.46%4.17%Q4 2019Q3 202212
Modus Advisors, LLC 12120.11%0.15%0.21%Q4 2019Q3 202212
HOEY INVESTMENTS, INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Cerity Partners LLC 12120.03%0.09%0.28%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.02%0.03%Q4 2020Q3 202312
Principle Wealth Partners LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Renasant Bank 12120.36%1.23%1.80%Q4 2020Q3 202312
West Financial Advisors, LLC 12121.93%2.75%3.54%Q4 2020Q3 202312
Avidian Wealth Solutions, LLC 910.04%0.31%0.57%Q3 2016Q3 202312
MTM Investment Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Hayden Royal, LLC 840.10%0.36%0.50%Q4 2018Q4 202112
Hamilton Capital, LLC 1110.02%0.14%0.47%Q4 2018Q2 202212
True Link Financial Advisors, LLC 12120.18%1.73%4.56%Q4 2020Q3 202312
Chevy Chase Trust Holdings, LLC 1010.00%0.00%0.01%Q3 2013Q3 201812
HHM Wealth Advisors, LLC 1020.01%0.05%0.08%Q1 2020Q1 202312
Safeguard Investment Advisory Group, LLC 12120.58%3.24%7.35%Q4 2020Q3 202312
Marks Group Wealth Management, Inc 12120.07%0.10%0.14%Q4 2019Q3 202212
JNBA Financial Advisors 510.00%0.08%0.72%Q2 2013Q4 202212
Prosperity Planning, Inc. 12120.38%0.71%0.96%Q4 2020Q3 202312
FINANCIAL CONSULATE, INC 1020.17%0.30%0.42%Q4 2014Q4 201712
INGALLS & SNYDER LLC 12120.03%0.03%0.04%Q1 2017Q4 201912
WNY Asset Management, LLC 12120.14%4.63%13.70%Q4 2020Q3 202312
Bridge Advisory, LLC 12126.48%12.10%15.52%Q4 2020Q3 202312
Lenox Wealth Advisors, LLC 810.00%0.04%0.19%Q2 2013Q1 202212
Colony Family Offices, LLC 12120.08%0.19%0.36%Q4 2020Q3 202312
COMMERZBANK AKTIENGESELLSCHAFT /FI 11110.01%0.02%0.02%Q4 2016Q2 201911
Sterling Financial Planning, Inc. 11110.03%0.50%1.28%Q1 2021Q3 202311
Tradition Wealth Management, LLC 11110.01%0.23%0.49%Q1 2021Q3 202311
IPG Investment Advisors LLC 810.28%0.42%1.13%Q4 2019Q3 202311
4Thought Financial Group Inc. 11110.26%0.59%1.73%Q1 2021Q3 202311
CMG Global Holdings, LLC 11111.16%1.55%2.12%Q1 2021Q3 202311
PhaseCapital LP 11110.21%1.51%4.01%Q4 2014Q2 201711
Planned Solutions, Inc. 740.12%3.12%6.57%Q3 2020Q2 202311
Source Financial Advisors LLC 11110.21%0.89%1.57%Q4 2020Q2 202311
LAKE STREET ADVISORS GROUP, LLC 830.03%0.04%0.07%Q4 2017Q4 202011
Berger Financial Group, Inc 740.03%0.47%4.52%Q4 2020Q3 202311
Insight Wealth Partners, LLC 11110.77%3.88%7.58%Q1 2021Q3 202311
ProVise Management Group, LLC 1010.04%0.48%1.44%Q2 2013Q3 202311
EQUITEC PROPRIETARY MARKETS, LLC 810.00%0.01%0.02%Q1 2020Q1 202311
Ameritas Investment Company, LLC 11110.06%0.10%0.15%Q1 2019Q3 202111
Aprio Wealth Management, LLC 410.16%0.43%0.97%Q4 2019Q2 202311
Merrion Investment Management Co, LLC 11110.19%0.66%1.41%Q4 2020Q2 202311
Sage Advisory Services, Ltd.Co. 310.07%0.97%1.53%Q2 2014Q4 202011
Day & Ennis, LLC 810.08%0.69%1.53%Q1 2017Q3 202311
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
NATIXIS 810.00%0.02%0.08%Q4 2016Q2 202111
Virtus Investment Advisers, Inc. 410.04%0.44%1.83%Q2 2013Q4 201711
Mission Creek Capital Partners, Inc. 740.03%0.09%0.18%Q3 2020Q3 202311
Proficio Capital Partners LLC 650.00%1.47%5.57%Q2 2018Q2 202111
PRUDENTIAL PLC 910.00%0.01%0.02%Q2 2016Q1 202211
One Charles Private Wealth Services, LLC 1010.18%0.60%0.85%Q2 2020Q3 202311
Renaissance Technologies 310.00%0.01%0.02%Q1 2018Q3 202211
Global Financial Private Capital, Inc 920.01%0.02%0.04%Q3 2017Q2 202011
First Citizens Financial Corp 11110.17%0.21%0.29%Q4 2019Q2 202211
Boltwood Capital Management 11110.27%0.34%0.41%Q4 2015Q2 201811
Opera Trading Capital 650.01%0.02%0.03%Q4 2015Q3 201811
Pacifica Partners Inc. 710.00%0.02%0.06%Q4 2019Q4 202311
FORT PITT CAPITAL GROUP, LLC 510.00%0.02%0.03%Q4 2016Q2 202111
PIN OAK INVESTMENT ADVISORS INC 920.00%0.00%0.01%Q4 2017Q3 202311
Cedar Mountain Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Capital Asset Advisory Services LLC 830.00%0.18%1.20%Q4 2016Q3 202111
DSC Advisors, L.P. 510.04%0.54%1.00%Q3 2014Q2 201911
Qube Research & Technologies Ltd 510.01%0.36%1.32%Q3 2020Q3 202311
Demars Financial Group, LLC 11110.33%5.20%13.15%Q1 2021Q3 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
Litman Gregory Wealth Management LLC 420.02%0.05%0.08%Q2 2020Q3 202311
Charles Schwab Trust Co 830.05%1.45%2.67%Q3 2020Q3 202311
CURIAN CAPITAL LLC 11110.31%0.74%1.96%Q2 2013Q4 201511
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 920.18%0.37%0.66%Q4 2016Q4 201911
tru Independence LLC 710.01%0.23%1.62%Q4 2019Q1 202311
Crewe Advisors LLC 720.00%0.04%0.07%Q1 2019Q3 202311
Altium Wealth Management LLC 11110.02%0.05%0.09%Q4 2019Q2 202211
Cable Hill Partners, LLC 11110.01%0.03%0.05%Q3 2016Q1 201911
McKinley Carter Wealth Services, Inc. 11110.02%0.29%0.85%Q1 2021Q3 202311
Pinnacle Summer Investments, Inc. 11110.01%0.02%0.04%Q2 2013Q4 201511
GREAT VALLEY ADVISOR GROUP, INC. 11110.24%0.62%0.94%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.08%0.09%0.11%Q4 2017Q2 202011
HAP Trading, LLC 310.00%0.31%1.99%Q2 2020Q4 202211
CITIZENS & NORTHERN CORP 11110.08%0.09%0.13%Q1 2021Q3 202311
Lindbrook Capital, LLC 610.00%0.01%0.02%Q4 2018Q3 202311
BOSTON FINANCIAL MANGEMENT LLC 830.01%0.01%0.02%Q1 2017Q3 202011
UNITED BANK, INC. 420.08%0.14%0.20%Q2 2013Q3 201711
AFAM CAPITAL, INC. 1010.06%0.13%0.18%Q2 2013Q4 201611
Financial & Tax Architects, LLC 11111.42%1.80%2.31%Q1 2021Q3 202311
Lehman Financial Resources, Inc. 11110.02%0.03%0.04%Q1 2013Q3 201511
Invst, LLC 710.04%1.77%4.65%Q1 2020Q3 202311
RIDGECREST WEALTH PARTNERS, LLC 11110.15%0.79%1.77%Q1 2021Q3 202311
Spire Wealth Management 11110.44%0.60%0.89%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.01%0.01%0.02%Q1 2021Q3 202311
WealthTrust Fairport, LLC 740.00%0.00%0.01%Q2 2013Q4 201811
InTrack Investment Management Inc 11110.26%0.60%1.21%Q4 2020Q2 202311
Tuttle Capital Management, LLC 410.12%0.84%1.81%Q3 2015Q2 202111
Palumbo Wealth Management LLC 11113.86%5.67%6.59%Q1 2021Q3 202311
Canton Hathaway, LLC 430.00%0.01%0.01%Q3 2018Q4 202211
Advisors Preferred, LLC 510.04%0.66%1.92%Q4 2013Q4 202111
COREPATH WEALTH PARTNERS LLC 11110.84%4.02%7.55%Q1 2021Q3 202311
Argent Advisors, Inc. 11110.54%0.78%0.90%Q2 2020Q4 202211
Clarity Financial LLC 820.05%0.09%0.13%Q1 2021Q3 202310
Derbend Asset Management 10100.16%1.95%4.28%Q2 2021Q3 202310
HRT FINANCIAL LP 310.01%0.12%0.81%Q1 2019Q3 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
Fermata Advisors, LLC 910.22%0.45%1.16%Q1 2021Q3 202310
First Bank & Trust 820.00%0.00%0.00%Q4 2019Q2 202210
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.10%1.26%1.80%Q2 2021Q3 202310
PATRON PARTNERS, LLC 10100.23%0.76%1.34%Q4 2020Q1 202310
MidWestOne Financial Group, Inc. 10100.07%0.09%0.14%Q4 2019Q1 202210
Baltimore-Washington Financial Advisors, Inc. 10100.13%0.15%0.16%Q4 2013Q1 201610
CBIZ Investment Advisory Services, LLC 810.00%3.02%8.65%Q4 2019Q4 202210
GIRARD PARTNERS LTD. 640.02%0.05%0.08%Q2 2017Q3 202210
Summit Financial Strategies, Inc. 10100.04%0.05%0.09%Q2 2021Q3 202310
Squarepoint Ops LLC 210.00%0.04%0.16%Q4 2016Q1 202210
AlphaCore Capital LLC 620.00%0.03%0.06%Q4 2019Q3 202310
CAPRIN ASSET MANAGEMENT LLC /ADV 730.02%0.05%0.06%Q1 2020Q3 202210
Oakworth Capital, Inc. 810.00%0.00%0.00%Q1 2016Q3 202310
Regent Peak Wealth Advisors LLC 10100.06%0.10%0.17%Q4 2019Q1 202210
BANK OF NOVA SCOTIA 810.00%0.03%0.12%Q3 2020Q3 202310
Bank of New Hampshire 10100.07%0.29%0.51%Q2 2021Q3 202310
StrongBox Wealth, LLC 10100.64%3.30%5.69%Q2 2020Q3 202210
Goodwin Investment Advisory 640.04%0.43%1.07%Q4 2020Q3 202310
NorthCoast Asset Management LLC 10100.23%0.31%0.48%Q2 2019Q3 202110
Petix & Botte Co 610.07%2.47%4.64%Q4 2019Q3 202310
PATHSTONE FAMILY OFFICE, LLC 410.00%0.01%0.01%Q2 2013Q3 202310
Summit Global Investments 10100.10%0.47%0.99%Q1 2021Q2 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10100.03%0.04%0.04%Q4 2018Q1 202110
HighMark Wealth Management LLC 10100.00%3.30%5.92%Q3 2020Q4 202210
Sonora Investment Management, LLC 310.00%0.01%0.02%Q2 2017Q3 202110
EPG Wealth Management LLC 520.02%0.03%0.05%Q4 2019Q3 202310
Vanguard Capital Wealth Advisors 710.25%0.46%0.96%Q1 2018Q1 202210
ACG Wealth 420.03%0.17%0.33%Q3 2014Q3 202210
Reynders McVeigh Capital Management, LLC 10100.09%0.12%0.16%Q2 2013Q3 201510
MONEY CONCEPTS CAPITAL CORP 820.27%0.69%1.38%Q4 2020Q3 202310
Bogart Wealth, LLC 420.00%0.00%0.01%Q3 2018Q4 202210
HARBOUR INVESTMENTS, INC. 640.05%0.13%0.21%Q1 2021Q3 202310
SlateStone Wealth, LLC 820.06%0.14%0.23%Q1 2020Q1 202310
TPB WEALTH ADVISORS 10103.14%6.08%9.46%Q4 2020Q1 202310
RELIANCE TRUST CO OF DELAWARE 730.06%0.15%0.19%Q2 2013Q1 201910
WHITENER CAPITAL MANAGEMENT, INC. 520.06%0.08%0.10%Q4 2017Q4 202210
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 820.02%0.08%0.26%Q3 2020Q3 202310
Hanlon Investment Management, Inc. 510.10%0.52%1.09%Q2 2020Q3 202310
Delos Wealth Advisors, LLC 10100.01%2.89%10.06%Q2 2021Q3 202310
Atwater Malick LLC 910.01%0.35%0.55%Q3 2019Q3 202310
Columbus Macro, LLC 10100.53%1.02%1.45%Q1 2020Q2 202210
Lake Point Wealth Management 520.00%0.01%0.06%Q4 2018Q2 202210
Harbour Capital Advisors, LLC 510.02%0.25%0.53%Q1 2013Q3 202210
MOORE CAPITAL MANAGEMENT, LP 330.04%2.47%8.57%Q2 2020Q3 202310
EMFO, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
CIM, LLC 10102.38%2.60%2.79%Q3 2020Q4 202210
Strategic Wealth Investment Group, LLC 10100.12%1.16%1.65%Q2 2021Q3 202310
Stonebridge Financial Planning Group, LLC 10100.21%2.31%5.13%Q2 2021Q3 202310
Caprock Group, LLC 10100.29%0.60%1.30%Q4 2014Q1 201710
SUMITOMO LIFE INSURANCE CO 822.70%5.02%12.15%Q3 2020Q1 202310
MATRIX PRIVATE CAPITAL GROUP LLC 640.09%0.96%2.72%Q4 2019Q3 202310
Cypress Wealth Services, LLC 910.05%0.40%0.92%Q1 2021Q3 202310
Sharkey, Howes & Javer 610.04%1.18%2.81%Q3 2015Q3 202310
CORBETT ROAD CAPITAL MANAGEMENT, LLC 10100.66%1.69%2.97%Q1 2020Q2 202210
WASHBURN CAPITAL MANAGEMENT, INC. 10101.35%1.52%2.17%Q4 2019Q1 202210
Bellwether Advisors, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
Laidlaw Group, LLC 993.50%3.84%4.32%Q2 2013Q2 20159
Crosspoint Capital Strategies, LLC 990.03%0.18%0.78%Q4 2013Q4 20159
IndexIQ Advisors LLC 540.15%3.51%7.32%Q2 2013Q1 20179
AHL Partners LLP 410.06%0.91%2.37%Q3 2014Q4 20179
SHAKESPEARE WEALTH MANAGEMENT, INC. 990.08%0.10%0.14%Q1 2020Q1 20229
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 990.00%0.84%2.60%Q4 2013Q4 20159
FLAGSTAR ADVISORS INC 990.32%0.59%0.89%Q3 2021Q3 20239
New England Private Wealth Advisors LLC 610.04%0.60%3.17%Q4 2012Q4 20229
Stokes Family Office, LLC 990.05%0.65%1.45%Q3 2021Q3 20239
Adams Wealth Management 810.02%0.11%0.17%Q3 2020Q4 20229
Stearns Financial Services Group 990.01%0.01%0.01%Q3 2018Q3 20209
HOLDERNESS INVESTMENTS CO 990.12%0.89%1.17%Q1 2017Q1 20199
Game Plan Financial Advisors, LLC 990.44%0.60%0.76%Q3 2020Q3 20229
Walker Asset Management, LLC 990.36%0.57%0.72%Q4 2021Q4 20239
Waverly Advisors, LLC 990.00%0.52%2.73%Q3 2013Q3 20159
MANAGED ACCOUNT ADVISORS LLC 990.02%0.12%0.32%Q2 2013Q2 20159
PRICE T ROWE ASSOCIATES INC /MD/ 420.00%0.00%0.00%Q2 2013Q1 20179
Elevated Capital Advisors, LLC 410.07%0.14%0.25%Q2 2020Q2 20239
Lumature Wealth Partners, LLC 990.01%0.41%0.67%Q4 2020Q4 20229
Castleview Partners, LLC 810.00%0.00%0.01%Q2 2021Q3 20239
Truepoint, Inc. 720.02%0.05%0.07%Q4 2015Q1 20189
Clearview Wealth Advisors LLC 990.01%0.22%1.12%Q4 2020Q4 20229
Clarkston Capital Partners, LLC 610.00%0.04%0.10%Q4 2013Q3 20239
DOHJ, LLC 810.27%1.85%3.29%Q4 2019Q4 20229
LEO BROKERAGE, LLC 520.07%0.89%1.69%Q3 2020Q2 20239
CABANA LLC 710.01%1.53%4.42%Q4 2017Q2 20209
LANDAAS & CO /WI /ADV 990.03%0.20%0.31%Q3 2017Q3 20199
MEITAV INVESTMENT HOUSE LTD 610.00%0.01%0.02%Q4 2020Q2 20239
MA Private Wealth 990.10%1.69%3.38%Q3 2021Q3 20239
PEDDOCK CAPITAL ADVISORS, LLC 990.11%0.44%0.65%Q1 2021Q1 20239
RAND WEALTH, LLC 510.02%0.05%0.08%Q1 2016Q3 20189
Balentine LLC 990.00%0.00%0.00%Q3 2020Q3 20229
DB Wealth Management Group, LLC 540.01%0.01%0.01%Q4 2020Q3 20239
Clearwater Capital Advisors, LLC 990.06%0.24%0.45%Q1 2018Q1 20209
4J Wealth Management LLC 992.71%3.47%3.94%Q4 2020Q4 20229
SMITH HAYES Advisers, Inc 990.25%0.41%0.74%Q1 2014Q1 20169
Apeiron RIA LLC 880.00%0.70%2.50%Q4 2021Q3 20239
Financial Engines Advisors L.L.C. 990.00%0.01%0.01%Q3 2021Q3 20239
Grandview Asset Management LLC 610.23%0.58%0.86%Q1 2021Q3 20239
HoyleCohen, LLC 990.04%0.07%0.11%Q1 2021Q1 20239
VERUS CAPITAL PARTNERS, LLC 720.12%0.51%0.85%Q4 2019Q3 20239
WC Walker & Associates, Inc. 992.91%4.01%5.84%Q4 2020Q4 20229
I.G. INVESTMENT MANAGEMENT, LTD. 990.00%0.04%0.10%Q3 2014Q3 20169
NAVELLIER & ASSOCIATES INC 420.01%0.26%0.54%Q3 2012Q2 20179
Laurel Wealth Planning LLC 990.00%3.63%6.80%Q4 2020Q4 20229
McAdam, LLC 330.02%0.04%0.06%Q1 2018Q3 20239
Rodgers Brothers Inc. 990.06%0.07%0.08%Q3 2021Q3 20239
Fusion Family Wealth LLC 990.00%0.02%0.08%Q4 2016Q4 20189
Allegis Investment Advisors, LLC 810.05%0.49%1.22%Q4 2015Q1 20189
CAHILL FINANCIAL ADVISORS INC 710.06%0.43%0.88%Q4 2013Q1 20239
AMJ Financial Wealth Management 810.29%3.08%3.58%Q4 2019Q1 20229
Ballew Advisors, Inc 310.02%0.76%2.52%Q1 2018Q4 20219
Stewardship Advisors, LLC 992.31%3.73%8.04%Q2 2021Q2 20239
MARSHALL WACE, LLP 990.00%0.04%0.11%Q2 2021Q2 20239
Physician Wealth Advisors, Inc. 720.07%0.10%0.16%Q3 2019Q4 20219
Gerber Kawasaki Wealth & Investment Management 310.00%0.06%0.21%Q4 2016Q3 20229
TECTONIC ADVISORS LLC 990.03%0.08%0.13%Q4 2020Q4 20229
Capital Financial Services, LLC 991.78%1.92%2.08%Q4 2020Q4 20229
Pinnacle Wealth Planning Services, Inc. 810.03%0.05%0.07%Q4 2020Q3 20239
First City Capital Management, Inc. 990.01%0.01%0.01%Q1 2014Q1 20169
Essex Financial Services, Inc. 720.01%0.07%0.22%Q2 2013Q1 20229
WestHill Financial Advisors, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Kalos Management, Inc. 630.00%0.14%0.33%Q1 2021Q2 20239
Townsend & Associates, Inc 540.01%11.29%28.37%Q4 2017Q3 20229
Strategic Wealth Partners, Ltd. 810.00%0.01%0.05%Q4 2017Q3 20229
WoodTrust Financial Corp 631.38%1.53%1.75%Q4 2017Q1 20209
Cutter & CO Brokerage, Inc. 990.06%0.28%0.35%Q3 2021Q3 20239
NORTHSTAR WEALTH PARTNERS LLC 630.17%0.25%0.42%Q1 2017Q2 20199
BREMER TRUST NATIONAL ASSOCIATION 610.01%0.07%0.12%Q4 2014Q4 20189
Pinnacle Wealth Management Advisory Group, LLC 720.08%0.16%0.31%Q2 2015Q3 20229
KANALY TRUST CO 610.00%0.03%0.08%Q2 2013Q1 20169
Catalyst Capital Advisors LLC 990.01%0.03%0.06%Q2 2021Q2 20239
Cornerstone Advisory, LLC 810.01%0.24%0.39%Q4 2016Q4 20219
Eudaimonia Partners, LLC 610.03%0.04%0.06%Q4 2019Q2 20229
Badgley Phelps Wealth Managers, LLC 990.01%0.02%0.03%Q3 2021Q3 20239
AJ WEALTH STRATEGIES, LLC 540.02%0.07%0.26%Q3 2019Q2 20239
Zeit Capital LLC 990.01%0.01%0.01%Q4 2020Q4 20229
TrueWealth Advisors, LLC 990.10%0.28%0.51%Q3 2021Q3 20239
AWM CAPITAL, LLC 990.19%0.47%0.83%Q3 2021Q3 20239
Westshore Wealth, LLC 990.14%0.21%0.32%Q2 2021Q2 20239
Wambolt & Associates, LLC 990.22%0.60%1.00%Q3 2021Q3 20239
OLD MISSION CAPITAL LLC 310.07%0.31%0.80%Q2 2017Q3 20229
Integrated Wealth Management 990.14%0.19%0.32%Q1 2015Q1 20179
TNF LLC 990.30%1.29%2.26%Q3 2021Q3 20239
Clear Creek Financial Management, LLC 720.04%0.08%0.15%Q3 2020Q4 20229
MV CAPITAL MANAGEMENT, INC. 991.59%4.20%5.61%Q2 2020Q2 20229
Horrell Capital Management, Inc. 990.00%0.08%0.12%Q2 2013Q2 20159
Stone Point Wealth LLC 880.44%0.64%0.97%Q4 2021Q3 20238
Merriman Wealth Management, LLC 410.06%1.37%2.14%Q4 2013Q4 20208
US FINANCIAL ADVISORS, LLC 620.00%0.14%0.52%Q4 2014Q1 20218
Corbenic Partners LLC 880.00%3.78%17.75%Q2 2013Q1 20158
Objective Capital Management, LLC 880.18%0.37%0.59%Q4 2021Q3 20238
Laird Norton Wetherby Wealth Management, LLC 510.02%0.05%0.09%Q2 2015Q3 20218
Rise Advisors, LLC 880.08%0.15%0.21%Q4 2021Q3 20238
TI-TRUST, INC 881.59%1.79%1.93%Q4 2021Q3 20238
MKT Advisors LLC 880.21%0.23%0.25%Q4 2021Q3 20238
Numeric Investors LLC 210.00%0.00%0.01%Q2 2014Q3 20178
COTTONWOOD CAPITAL ADVISORS, LLC 880.26%0.28%0.29%Q4 2021Q3 20238
HIGH POINT BANK & TRUST CO 880.00%0.02%0.04%Q2 2013Q1 20158
Fortitude Advisory Group L.L.C. 880.26%0.30%0.34%Q4 2021Q3 20238
Treynor Bancshares, Inc. 882.07%3.06%3.51%Q4 2021Q3 20238
Citizens Business Bank 440.04%0.07%0.11%Q4 2012Q4 20148
Schechter Investment Advisors, LLC 880.51%0.63%0.82%Q4 2021Q3 20238
DRIEHAUS CAPITAL MANAGEMENT LLC 410.00%0.01%0.01%Q1 2016Q1 20238
Wavelength Capital Management, LLC 889.27%15.14%19.60%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.16%0.55%0.72%Q4 2021Q3 20238
OLYMPUS WEALTH MANAGEMENT, LLC 882.37%6.11%10.71%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.20%0.23%0.25%Q4 2021Q3 20238
Axiom Financial Strategies, LLC 710.23%8.03%12.64%Q1 2020Q3 20238
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 880.09%0.18%0.28%Q4 2020Q3 20228
Red Wave Investments LLC 880.09%1.16%2.00%Q4 2021Q3 20238
Newport Capital Group, LLC 880.45%7.52%10.51%Q4 2020Q3 20228
LOWE BROCKENBROUGH & CO INC 710.02%0.03%0.03%Q3 2021Q3 20238
V Wealth Advisors LLC 710.02%0.08%0.13%Q2 2017Q2 20228
CITY NATIONAL BANK 880.00%0.00%0.01%Q2 2013Q1 20158
SELDON CAPITAL LP 880.76%2.67%7.98%Q4 2021Q3 20238
Live Oak Private Wealth LLC 880.13%0.35%0.44%Q1 2021Q4 20228
Keystone Financial Services 880.62%1.45%2.82%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.15%0.21%0.31%Q4 2021Q3 20238
RS CRUM INC. 880.18%0.25%0.32%Q4 2021Q3 20238
Bradley & Co. Private Wealth Management, LLC 880.01%0.94%1.96%Q1 2021Q4 20228
Pinnacle Financial Group, LLC / IL 880.29%0.49%0.65%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.03%0.09%0.27%Q4 2021Q3 20238
Solstein Capital, LLC 710.03%0.75%3.08%Q4 2019Q4 20218
Collaborative Wealth Managment Inc. 610.14%0.24%0.31%Q1 2021Q3 20238
Graypoint LLC 880.10%0.13%0.16%Q4 2021Q3 20238
MANNING & NAPIER ADVISORS LLC 880.00%0.01%0.02%Q4 2015Q3 20178
ADE, LLC 530.00%1.27%3.46%Q4 2020Q2 20238
McLean Asset Management Corp 880.10%0.17%0.27%Q4 2020Q3 20228
Alan B Lancz & Associates, Inc. 880.32%0.36%0.42%Q4 2021Q3 20238
Higher Moment Capital LP 517.90%29.66%49.54%Q2 2014Q3 20188
Sierra Capital LLC 880.00%0.00%0.01%Q1 2021Q4 20228
ORSER CAPITAL MANAGEMENT, LLC 881.51%2.41%3.04%Q2 2020Q1 20228
Cognios Capital, LLC 880.06%0.08%0.09%Q2 2016Q1 20188
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.01%0.02%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.50%0.56%0.60%Q4 2018Q3 20208
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
AMERICAN CENTURY COMPANIES INC 880.00%0.00%0.00%Q1 2018Q4 20198
VAN STRUM & TOWNE INC. 880.30%0.32%0.33%Q4 2021Q3 20238
American Trust 880.04%0.14%0.55%Q4 2021Q3 20238
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 410.01%0.01%0.01%Q4 2013Q1 20168
TORONTO DOMINION BANK 710.01%0.16%0.31%Q1 2015Q2 20238
Phoenix Holdings Ltd. 880.02%0.04%0.06%Q2 2020Q1 20228
Rather & Kittrell, Inc. 880.96%2.39%3.85%Q4 2021Q3 20238
BLUE SQUARE ASSET MANAGEMENT, LLC 880.74%1.28%1.58%Q2 2020Q1 20228
Congress Wealth Management LLC / DE / 880.02%0.04%0.06%Q4 2021Q3 20238
FC Advisory LLC 880.16%0.35%0.54%Q1 2022Q4 20238
Washington Trust Advisors, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.20%0.25%0.30%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.06%0.09%0.12%Q2 2013Q1 20158
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
REDW Wealth LLC 880.08%0.09%0.10%Q1 2021Q4 20228
EverSource Wealth Advisors, LLC 880.02%0.19%0.53%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 880.08%0.14%0.17%Q4 2017Q3 20198
UNITED BANK 880.04%1.75%2.68%Q4 2017Q3 20198
BAIRD ROBERT W & CO INC /WI/ 880.01%0.07%0.16%Q2 2013Q1 20158
SUMMIT FINANCIAL GROUP, INC. 710.10%0.15%0.18%Q2 2019Q4 20218
Centiva Capital, LP 620.04%0.18%0.27%Q1 2020Q2 20238
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 880.08%0.15%0.21%Q4 2015Q3 20178
Clear Perspectives Financial Planning, LLC 710.00%0.92%1.78%Q4 2020Q4 20228
ALBION FINANCIAL GROUP /UT 710.01%0.03%0.14%Q2 2013Q2 20238
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
EASTERLY INVESTMENT PARTNERS LLC 880.64%0.70%0.80%Q4 2021Q3 20238
Rede Wealth, LLC 620.10%0.27%0.47%Q2 2021Q2 20238
DFPG INVESTMENTS, LLC 710.06%0.50%0.97%Q3 2020Q3 20238
Cassady Schiller Wealth Management, LLC 880.12%1.87%3.61%Q4 2021Q3 20238
GREAT WEST LIFE ASSURANCE CO /CAN/ 880.00%0.00%0.00%Q3 2013Q2 20158
ROBINSON CAPITAL MANAGEMENT, LLC 880.02%0.05%0.08%Q4 2019Q3 20218
ELEMENT POINTE ADVISORS, LLC 610.07%0.57%0.77%Q4 2018Q4 20218
WealthOne, LLC 440.07%0.23%0.45%Q4 2018Q3 20228
Stonegate Investment Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
NTV ASSET MANAGEMENT LLC 880.04%0.04%0.05%Q4 2021Q3 20238
SFE Investment Counsel 880.07%0.20%0.40%Q4 2021Q3 20238
INR ADVISORY SERVICES LLC 882.86%4.03%6.10%Q2 2017Q1 20198
Ameritas Advisory Services, LLC 880.07%0.12%0.18%Q4 2021Q3 20238
Keystone Financial Group 620.12%0.22%0.30%Q3 2021Q3 20238
WEST BANCORPORATION INC 440.01%0.02%0.03%Q4 2019Q3 20228
Burns Matteson Capital Management, LLC 621.22%3.50%13.86%Q4 2020Q2 20238
Perfromance Wealth Partners, LLC 880.14%0.18%0.22%Q4 2021Q3 20238
ADVISOR PARTNERS LLC 880.05%0.07%0.09%Q4 2015Q3 20178
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
Gould Capital, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 881.46%1.95%2.64%Q4 2021Q3 20238
Truadvice, LLC 530.09%0.56%3.25%Q2 2021Q3 20238
Morton Brown Family Wealth, LLC 880.37%0.89%1.28%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.08%0.12%0.15%Q4 2021Q3 20238
COLUMBIA ADVISORY PARTNERS LLC 880.57%7.78%14.57%Q4 2021Q3 20238
Frontier Asset Management, LLC 880.80%3.03%5.35%Q4 2021Q3 20238
Brio Consultants, LLC 880.10%1.09%1.73%Q4 2018Q3 20208
TILIA FIDUCIARY PARTNERS, INC. 882.17%3.17%4.04%Q4 2021Q3 20238
Private Advisory Group LLC 710.27%0.53%0.96%Q2 2020Q3 20228
Investment Advisory Group, LLC 880.19%0.43%0.53%Q4 2021Q3 20238
Sunflower Bank, N.A. 880.05%0.06%0.09%Q4 2020Q3 20228
DMC Group, LLC 881.97%2.29%2.54%Q4 2021Q3 20238
PRELUDE CAPITAL MANAGEMENT, LLC 410.01%0.08%0.21%Q2 2016Q1 20228
Unconventional Investor, LLC 880.40%0.48%0.56%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.01%0.01%Q4 2021Q3 20238
City State Bank 881.07%1.27%1.51%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.06%0.29%1.45%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
TFO Wealth Partners, LLC 610.00%0.10%0.72%Q4 2019Q3 20238
One Day In July LLC 880.10%0.21%0.35%Q4 2018Q3 20208
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Providence Wealth Advisors, LLC 620.16%0.52%0.91%Q2 2018Q1 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.21%0.68%2.42%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.90%1.34%1.78%Q4 2021Q3 20238
1620 INVESTMENT ADVISORS, INC. 882.12%2.71%3.50%Q4 2021Q3 20238
MATTERN CAPITAL MANAGEMENT, LLC 880.29%0.48%0.57%Q1 2021Q4 20228
Annapolis Financial Services, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ascent Group, LLC 880.03%0.17%0.40%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.01%0.04%0.08%Q4 2021Q3 20238
GSB Wealth Management, LLC 410.00%0.53%1.56%Q3 2020Q2 20237
Cornerstone Advisors, Inc. 410.00%0.19%0.36%Q2 2014Q4 20187
BTS Asset Management, Inc. 770.00%0.41%2.06%Q2 2019Q4 20207
Silverleafe Capital Partners, LLC 610.10%0.43%1.32%Q4 2019Q3 20217
Hoxton Financial, Inc. 770.00%0.03%0.17%Q2 2013Q4 20147
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
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
GHP Investment Advisors, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
WBI INVESTMENTS, LLC 310.34%0.65%1.50%Q3 2016Q3 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
Livingston Group Asset Management CO (operating as Southport Capital Management) 510.01%0.48%0.82%Q2 2016Q1 20227
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
Maryland Capital Management 610.02%0.04%0.13%Q3 2020Q3 20227
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
BROWN ADVISORY INC 770.00%0.00%0.01%Q1 2022Q3 20237
Copperwynd Financial, LLC 610.54%1.24%2.33%Q3 2020Q3 20227
MFA WEALTH ADVISORS, LLC 610.02%0.17%0.23%Q4 2017Q2 20207
INSIGHT 2811, INC. 770.40%0.54%0.78%Q2 2013Q4 20147
MCDONALD PARTNERS LLC 770.16%0.56%0.65%Q4 2020Q2 20227
Stellar Capital Management, LLC 770.26%0.32%0.45%Q4 2018Q2 20207
Asset Planning Services, Ltd. 320.00%0.00%0.00%Q2 2017Q3 20197
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.06%Q2 2014Q4 20157
Placemark Investments, Inc. 770.12%0.16%0.20%Q2 2013Q4 20147
Cadence Bank 770.03%0.04%0.06%Q4 2021Q2 20237
Avestar Capital, LLC 770.00%0.05%0.34%Q4 2017Q2 20197
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
AMERICAN NATIONAL BANK 770.00%0.01%0.02%Q1 2022Q3 20237
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
FINANCIAL LIFE ADVISORS 770.22%0.29%0.36%Q4 2017Q2 20197
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
COOKSON PEIRCE & CO INC 770.58%0.69%0.78%Q4 2013Q2 20157
Cooper Financial Group 610.09%0.29%0.52%Q3 2021Q3 20237
Selective Wealth Management, Inc. 770.05%0.11%0.15%Q2 2021Q4 20227
EAGLE GLOBAL ADVISORS LLC 770.01%0.03%0.06%Q1 2022Q3 20237
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 310.06%0.18%0.52%Q2 2021Q3 20237
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
TCF National Bank 770.06%0.09%0.14%Q3 2019Q1 20217
Avion Wealth 770.01%0.06%0.26%Q1 2022Q3 20237
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
Cardinal Strategic Wealth Guidance 770.00%0.36%0.69%Q3 2021Q1 20237
Lloyd Advisory Services, LLC. 320.00%0.00%0.02%Q4 2019Q1 20227
Houlihan Financial Resource Group, Ltd. 310.24%0.34%0.51%Q4 2019Q3 20237
PACIFIC CAPITAL WEALTH ADVISORS, INC 520.05%0.07%0.12%Q2 2021Q1 20237
PAX Financial Group, LLC 610.32%1.38%2.30%Q3 2021Q3 20237
Tri-Star Advisors Inc. 770.73%2.69%5.68%Q1 2021Q3 20227
Rockbridge Investment Management, LCC 770.01%0.02%0.02%Q2 2020Q4 20217
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
SWMG, LLC 430.16%0.64%1.11%Q3 2021Q2 20237
Octavia Wealth Advisors, LLC 770.06%0.08%0.10%Q3 2021Q1 20237
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
R.P. Boggs & Co. 610.00%2.06%3.20%Q2 2020Q1 20227
CFS Investment Advisory Services, LLC 430.04%0.21%0.47%Q3 2021Q3 20237
Weitzel Financial Services, Inc. 770.06%0.14%0.17%Q4 2020Q2 20227
Buttonwood Financial Group, LLC 430.30%1.46%2.98%Q1 2022Q4 20237
Tower Wealth Partners, Inc. 770.23%8.33%12.11%Q1 2021Q3 20227
Connectus Wealth, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.05%0.08%0.17%Q1 2022Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.01%Q1 2022Q3 20237
WMG Financial Advisors, LLC 770.18%0.23%0.25%Q4 2021Q2 20237
GHE, LLC 520.24%0.32%0.42%Q4 2021Q3 20237
Chemistry Wealth Management LLC 770.20%0.27%0.35%Q1 2022Q3 20237
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
Raleigh Capital Management Inc. 770.02%0.09%0.22%Q1 2022Q3 20237
Resurgent Financial Advisors LLC 770.04%0.11%0.19%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.08%0.13%0.17%Q4 2021Q3 20237
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
Beacon Capital Management, LLC 770.04%0.28%0.52%Q1 2022Q3 20237
Greenspring Advisors, LLC 610.07%0.23%0.37%Q4 2021Q3 20237
Aletheian Wealth Advisors LLC 770.16%0.53%1.20%Q2 2022Q4 20237
Atria Wealth Solutions, Inc. 770.16%0.35%0.57%Q1 2022Q3 20237
RETIREMENT GUYS FORMULA LLC 430.13%0.92%3.76%Q4 2021Q3 20237
Horizons Wealth Management 774.44%4.73%5.21%Q2 2022Q4 20237
ICA Group Wealth Management, LLC 770.08%0.18%0.28%Q1 2022Q3 20237
Kaydan Wealth Management, Inc. 770.28%0.35%0.41%Q4 2021Q2 20237
PFS INVESTMENTS INC. 410.10%0.66%1.22%Q4 2017Q4 20207
FIRST AMERICAN TRUST, FSB 610.07%0.09%0.10%Q3 2013Q3 20237
HAZLETT, BURT & WATSON, INC. 770.03%0.08%0.16%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.21%1.16%2.92%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.04%0.18%0.42%Q1 2022Q3 20237
SUMMIT CAPITAL MANAGEMENT LLC 610.23%0.47%0.58%Q4 2013Q1 20167
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
INVESTMENT PARTNERS, LTD. 310.16%0.22%0.44%Q1 2015Q2 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.22%0.32%0.59%Q2 2013Q4 20147
FIRST QUADRANT LLC/CA 610.56%4.32%26.12%Q4 2019Q1 20227
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
SHAPIRO ROBERT N 770.02%0.02%0.02%Q2 2013Q4 20147
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.05%0.06%0.06%Q3 2020Q1 20227
Private Wealth Group, LLC 431.68%2.13%3.65%Q4 2017Q4 20197
FOCUS Wealth Advisors, LLC 661.03%1.07%1.14%Q2 2022Q3 20236
Pinkerton Retirement Specialists, LLC 310.01%0.35%0.70%Q4 2014Q2 20176
DAGCO, INC. 662.44%2.86%3.26%Q3 2020Q4 20216
Ascent Wealth Partners, LLC 661.02%1.41%2.00%Q2 2022Q3 20236
JB Capital LLC 510.12%1.85%3.49%Q4 2021Q3 20236
Freestone Capital Holdings, LLC 310.00%0.02%0.03%Q1 2017Q3 20226
WMS Partners, LLC 510.08%0.30%0.51%Q3 2020Q2 20226
Fulcrum Equity Management 510.01%0.15%0.37%Q3 2019Q3 20216
ARGUS INVESTORS' COUNSEL, INC. 660.11%0.18%0.25%Q1 2021Q2 20226
Rampart Investment Management Company, LLC 310.00%0.50%1.34%Q1 2018Q3 20206
ALTERNA WEALTH MANAGEMENT, INC 510.36%0.79%1.20%Q4 2021Q3 20236
Bruderman Asset Management, LLC 210.00%0.37%0.80%Q1 2015Q4 20216
MCIA Inc 310.02%0.32%0.73%Q2 2017Q3 20216
L.M. KOHN & COMPANY 660.09%0.16%0.21%Q1 2022Q2 20236
Miramar Capital, LLC 660.06%0.19%0.35%Q4 2021Q1 20236
JT Stratford LLC 660.08%0.23%0.32%Q3 2021Q4 20226
Capital Bank & Trust Co 310.00%0.00%0.00%Q4 2017Q4 20206
Hodges Capital Management Inc. 660.04%0.05%0.07%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.11%0.26%Q2 2022Q3 20236
WEALTHFRONT Corp 660.00%0.00%0.00%Q2 2014Q3 20156
Columbia Trust Co 01012016 660.26%1.74%2.19%Q4 2020Q1 20226
AGF Investments LLC 660.00%0.00%0.00%Q3 2018Q4 20196
Rinet Co LLC 420.02%0.09%0.16%Q2 2015Q3 20216
PRIVATE TRUST CO NA 660.07%0.16%0.26%Q2 2022Q3 20236
SHUFRO ROSE & CO LLC 510.00%0.03%0.03%Q1 2017Q3 20196
Advocacy Wealth Management Services, LLC 210.00%0.51%1.54%Q2 2013Q1 20226
AUA CAPITAL MANAGEMENT, LLC 660.04%0.04%0.05%Q3 2021Q4 20226
ALTFEST L J & CO INC 210.10%0.66%1.21%Q4 2016Q3 20236
Greenline Partners, LLC 660.16%0.38%0.85%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.01%0.02%Q2 2022Q3 20236
INNEALTA CAPITAL, LLC 661.45%2.40%3.21%Q3 2020Q4 20216
KMS FINANCIAL SERVICES, INC 660.23%0.35%0.59%Q2 2013Q3 20146
Atlas Private Wealth Advisors 660.01%0.02%0.02%Q2 2020Q3 20216
1834 INVESTMENT ADVISORS CO 310.00%0.01%0.01%Q4 2017Q2 20226
FOUNDERS FINANCIAL SECURITIES LLC 660.12%0.42%0.57%Q2 2022Q3 20236
Watermark Asset Management, Inc. 660.22%0.31%0.56%Q1 2017Q2 20186
Grace Capital 310.10%0.36%0.61%Q3 2018Q3 20216
Atlas Private Wealth Management, LLC 660.01%0.04%0.09%Q4 2019Q1 20216
Intrua Financial, LLC 510.06%0.11%0.15%Q2 2020Q2 20226
Lenox Wealth Management, Inc. 510.00%0.00%0.01%Q3 2018Q2 20206
Northstar Group, Inc. 420.06%0.12%0.26%Q4 2014Q3 20216
Rollins Financial 310.07%0.12%0.18%Q1 2021Q4 20226
FIRST INTERSTATE BANK 660.00%0.00%0.00%Q1 2016Q2 20176
Valley Brook Capital Group, Inc. 660.26%0.29%0.33%Q2 2022Q3 20236
Independent Wealth Network Inc. 660.30%0.68%1.80%Q3 2021Q4 20226
Upper Left Wealth Management, LLC 660.62%1.03%1.31%Q2 2022Q3 20236
Midwest Professional Planners, LTD. 330.02%0.35%0.72%Q4 2017Q4 20206
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.04%0.06%0.09%Q2 2013Q3 20146
Golden State Wealth Management, LLC 510.03%0.59%3.35%Q1 2019Q4 20216
ONE Advisory Partners, LLC 660.18%1.99%3.51%Q3 2021Q4 20226
Nicholas Investment Partners, LP 660.17%0.18%0.19%Q4 2015Q1 20176
LEGG MASON, INC. 660.70%8.49%11.80%Q3 2016Q4 20176
PROFESSIONAL PLANNING 660.11%0.85%2.16%Q2 2020Q3 20216
NORTHSTAR INVESTMENT ADVISORS LLC 210.04%0.06%0.08%Q4 2013Q1 20176
Wind River Trust Co 660.32%0.61%1.04%Q4 2012Q1 20146
MARCUARD FAMILY OFFICE LTD 662.23%2.67%3.11%Q2 2013Q3 20146
Williams Financial, LLC 410.60%2.90%5.65%Q2 2021Q3 20236
Ahrens Investment Partners LLC 410.02%0.16%0.48%Q3 2020Q1 20236
Wechter Feldman Wealth Management, Inc. 663.92%5.51%7.23%Q4 2016Q1 20186
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.18%0.35%0.48%Q2 2015Q3 20166
COMMUNITY BANK SYSTEM, INC. 660.02%0.03%0.05%Q2 2013Q3 20146
Meridian Wealth Partners, LLC 660.82%1.39%1.76%Q3 2021Q4 20226
ZWJ INVESTMENT COUNSEL INC 420.08%0.09%0.13%Q1 2017Q1 20206
HORIZON FINANCIAL SERVICES, LLC 660.00%1.27%2.35%Q3 2020Q4 20216
Legacy Advisors, LLC 330.12%0.14%0.16%Q1 2019Q4 20206
Graham Capital Management, L.P. 510.16%0.45%0.65%Q1 2021Q1 20236
CAPITAL ONE FINANCIAL CORP 661.73%2.70%3.28%Q4 2020Q1 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.02%0.11%0.13%Q4 2020Q1 20226
BRANDYWINE OAK PRIVATE WEALTH LLC 510.00%0.03%0.05%Q4 2018Q2 20226
JOURNEY STRATEGIC WEALTH LLC 510.01%0.06%0.22%Q4 2021Q2 20236
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 660.03%0.04%0.06%Q1 2013Q2 20146
Sabal Trust CO 410.02%0.07%0.15%Q2 2013Q3 20216
Alta Wealth Advisors LLC 660.22%0.39%0.48%Q4 2020Q1 20226
TBH Global Asset Management, LLC 310.09%0.27%0.64%Q4 2019Q3 20236
Chicago Partners Investment Group LLC 420.03%0.12%0.18%Q1 2015Q3 20236
SMH CAPITAL ADVISORS INC 660.38%0.71%1.06%Q3 2021Q4 20226
Spearhead Capital Advisors, LLC 660.09%0.13%0.15%Q1 2020Q2 20216
Azimuth Capital Management LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Drake & Associates, LLC 664.75%5.08%5.38%Q2 2022Q3 20236
Wealth Dimensions Group, Ltd. 660.10%0.14%0.20%Q4 2020Q1 20226
CYPRESS ASSET MANAGEMENT INC/TX 330.04%0.05%0.06%Q2 2013Q2 20176
Bernardo Wealth Planning LLC 660.59%1.12%2.06%Q2 2021Q3 20226
INTEGRATED WEALTH COUNSEL, LLC 420.12%0.16%0.18%Q2 2013Q4 20166
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 660.01%0.01%0.02%Q1 2021Q2 20226
WESPAC Advisors SoCal, LLC 420.02%0.06%0.08%Q1 2016Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.09%0.18%0.23%Q4 2021Q3 20236
1919 Investment Counsel, LLC 660.01%0.01%0.02%Q2 2013Q3 20146
Legacy Private Trust Co. 660.32%0.42%0.48%Q3 2020Q4 20216
MYCIO WEALTH PARTNERS, LLC 410.01%0.02%0.03%Q2 2013Q4 20196
LEUTHOLD GROUP, LLC 310.13%0.92%1.72%Q2 2013Q4 20216
CWA Asset Management Group, LLC 660.06%0.10%0.12%Q1 2018Q2 20196
Merit Financial Group, LLC 510.01%0.08%0.16%Q1 2022Q3 20236
Beaumont Financial Partners, LLC 210.03%0.18%0.87%Q1 2016Q3 20206
Allen Investment Management, LLC 420.02%0.05%0.07%Q3 2013Q1 20156
Capital Advisors Wealth Management, LLC 660.75%1.30%1.53%Q1 2021Q2 20226
TWIN CAPITAL MANAGEMENT INC 660.28%0.79%1.79%Q2 2013Q3 20146
Tacita Capital Inc 660.14%0.15%0.16%Q1 2021Q2 20226
Ally Financial Inc. 422.45%4.54%6.81%Q1 2015Q2 20216
Passaic Partners LLC 662.10%3.49%4.56%Q4 2021Q1 20236
CLEAR STREET MARKETS LLC 510.01%0.03%0.06%Q3 2021Q2 20236
Montecito Bank & Trust 410.02%0.11%0.22%Q2 2013Q4 20166
SITTNER & NELSON, LLC 660.03%0.04%0.05%Q4 2020Q1 20226
Ritter Daniher Financial Advisory LLC / DE 660.01%0.01%0.02%Q2 2022Q3 20236
Scarborough Advisors, LLC 420.08%0.28%0.44%Q4 2021Q2 20236
BECK MACK & OLIVER LLC 660.01%0.02%0.02%Q2 2014Q3 20156
Lineweaver Wealth Advisors, LLC 660.46%1.26%3.13%Q2 2022Q3 20236
SAGE FINANCIAL GROUP INC 660.22%0.29%0.34%Q2 2022Q3 20236
LBA Wealth Management, LLC 660.00%0.01%0.01%Q4 2015Q1 20176
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 660.21%0.24%0.31%Q4 2018Q1 20206
FIRETHORN WEALTH PARTNERS, LLC 510.19%0.43%0.84%Q4 2021Q3 20236
Banco BTG Pactual S.A. 550.20%0.45%0.64%Q3 2022Q3 20236
Strategic Investment Advisors / MI 310.28%2.26%3.82%Q3 2020Q3 20236
Outlook Wealth Advisors, LLC 661.44%2.26%3.50%Q2 2021Q3 20226
Aevitas Wealth Management, Inc. 660.00%0.01%0.01%Q4 2017Q1 20196
PRW Wealth Management LLC 510.10%0.56%0.90%Q4 2018Q2 20216
Robertson Stephens Wealth Management, LLC 510.02%0.08%0.18%Q3 2021Q3 20236
Timber Creek Capital Management LLC 661.98%2.16%2.29%Q2 2022Q3 20236
Compass Wealth Management LLC 550.03%0.03%0.03%Q4 2022Q4 20235
MATHER GROUP, LLC. 410.01%0.02%0.03%Q4 2019Q1 20225
Atlas Financial Advisors, Inc. 550.28%0.36%0.42%Q4 2021Q4 20225
Savior LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Mach-1 Financial Group, LLC 410.04%0.05%0.09%Q4 2021Q2 20235
CARLSON CAPITAL L P 550.46%0.83%1.21%Q3 2022Q3 20235
Covestor Ltd 410.00%0.10%0.19%Q4 2021Q3 20235
Ranch Capital Advisors Inc. 410.01%0.03%0.07%Q4 2019Q3 20215
Axiom Investment Management LLC 550.00%0.01%0.02%Q1 2019Q1 20205
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
WESTERN FINANCIAL Corp 550.82%1.05%1.30%Q3 2021Q3 20225
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.13%0.25%Q2 2015Q3 20215
SCS Capital Management LLC 550.01%0.06%0.24%Q3 2013Q3 20145
Portfolio Strategies Inc 550.00%0.00%0.00%Q4 2016Q4 20175
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 210.75%3.72%12.91%Q2 2013Q1 20155
Benchmark Financial Wealth Advisors, LLC 550.21%1.08%2.20%Q1 2021Q1 20225
USAdvisors Wealth Management, LLC 550.84%2.27%2.85%Q1 2021Q1 20225
Three Bridge Wealth Advisors, LLC 550.08%0.11%0.14%Q1 2022Q1 20235
Western Asset Management Company, LLC 410.01%0.01%0.01%Q2 2013Q3 20155
Greenwich Investment Management, Inc. 550.21%0.46%0.62%Q2 2018Q2 20195
55I, LLC 550.16%0.80%1.88%Q1 2021Q1 20225
MONEYWISE, INC. 550.18%0.21%0.24%Q3 2016Q3 20175
CYPRESS FINANCIAL PLANNING LLC 550.12%0.37%0.70%Q2 2022Q2 20235
HALBERT HARGROVE GLOBAL ADVISORS, LLC 210.02%0.09%0.33%Q2 2013Q2 20155
CARL DOMINO INC 550.25%0.28%0.35%Q2 2015Q2 20165
Wilmington Trust Investment Management, LLC 550.30%0.33%0.36%Q2 2013Q2 20145
SAX WEALTH ADVISORS, LLC 320.04%0.09%0.17%Q4 2020Q2 20235
James Hambro & Partners 410.04%0.07%0.10%Q1 2019Q2 20205
MGO Private Wealth, LLC 550.37%0.90%1.40%Q3 2022Q3 20235
Delek Group, Ltd. 550.01%0.02%0.04%Q4 2017Q4 20185
High Net Worth Advisory Group LLC 550.03%0.03%0.04%Q4 2021Q4 20225
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.01%Q2 2019Q4 20205
NorthLanding Financial Partners, LLC 550.58%0.69%0.80%Q3 2022Q3 20235
Cavalier Investments, LLC 410.39%1.63%3.97%Q3 2015Q2 20195
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.03%0.16%Q3 2017Q1 20205
Great Diamond Partners, LLC 550.43%1.23%1.60%Q4 2021Q4 20225
Red Tortoise LLC 410.02%0.12%0.16%Q3 2021Q3 20235
WealthSpring Partners, LLC 550.95%1.90%3.08%Q3 2022Q3 20235
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 310.02%0.05%0.10%Q4 2016Q4 20215
NOMURA HOLDINGS INC 320.00%0.00%0.01%Q1 2013Q3 20145
Kernodle & Katon Asset Management Group, LLC 550.01%0.09%0.12%Q4 2015Q4 20165
Stokes Capital Advisors, LLC 550.63%1.10%1.84%Q4 2017Q4 20185
Elite Wealth Management, Inc. 410.01%0.01%0.01%Q3 2012Q1 20145
ROSENBLUM SILVERMAN SUTTON S F INC /CA 210.25%0.30%0.43%Q1 2020Q3 20235
Spectrum Management Group, LLC 550.39%0.65%0.99%Q3 2021Q3 20225
Portfolio Solutions, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
Beacon Pointe Wealth Advisors, LLC 550.05%0.08%0.12%Q4 2018Q4 20195
Prostatis Group LLC 310.05%1.71%2.55%Q3 2021Q2 20235
Powell Investment Advisors, LLC 550.11%0.14%0.18%Q3 2022Q3 20235
Paloma Partners Management Co 310.01%0.01%0.01%Q3 2016Q2 20205
WEST CHESTER CAPITAL ADVISORS, INC 410.48%1.54%2.95%Q4 2018Q4 20205
Smart Portfolios, LLC 550.02%0.02%0.02%Q1 2018Q1 20195
Onex Canada Asset Management Inc. 210.01%0.01%0.02%Q2 2015Q4 20205
FinTrust Investment Advisory Services, LLC 327.54%10.16%14.40%Q2 2013Q1 20185
Private Vista, LLC 310.04%0.06%0.08%Q3 2017Q1 20205
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
Gupta Wealth Management LLC 550.31%0.33%0.37%Q1 2015Q1 20165
Horst & Graben Wealth Management LLC 410.92%1.09%1.33%Q1 2022Q3 20235
Johnson Midwest Financial, LLC 550.02%0.06%0.09%Q3 2022Q3 20235
HHG & Company, LLC 550.56%0.62%0.68%Q2 2013Q2 20145
Stephens Consulting, LLC 550.02%0.04%0.06%Q3 2022Q3 20235
FIRST HORIZON CORP 410.06%0.98%1.87%Q2 2013Q2 20215
BKS ADVISORS, LLC 410.07%0.08%0.08%Q2 2017Q3 20185
Forbes Financial Planning, Inc. 551.41%3.35%7.05%Q4 2021Q4 20225
Landsberg, Bennett, & Dubbaneh LLC 410.99%1.15%1.56%Q4 2018Q3 20215
3D/L Capital Management, LLC 550.05%0.07%0.08%Q3 2021Q3 20225
MARIPAU WEALTH MANAGEMENT LLC 410.25%0.41%0.55%Q4 2021Q3 20235
Capasso Planning Partners LLC 550.13%0.15%0.16%Q4 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.03%0.05%0.13%Q4 2016Q4 20175
VALLEY NATIONAL BANCORP 553.63%4.17%5.35%Q4 2013Q4 20145
Blue Granite Capital, LLC 550.46%0.58%0.72%Q4 2016Q4 20175
Narus Financial Partners, LLC 550.13%0.21%0.39%Q1 2022Q1 20235
Global Wealth Strategies & Associates 550.00%0.41%2.02%Q4 2022Q4 20235
Anson Capital, Inc. 553.04%4.93%6.26%Q4 2021Q4 20225
Farmers National Bank 320.00%0.04%0.08%Q4 2017Q2 20195
Leisure Capital Management 550.18%0.20%0.22%Q2 2016Q2 20175
Sowa Financial Group, Inc. 550.07%0.08%0.10%Q4 2019Q4 20205
Bray Capital Advisors 320.00%0.00%0.01%Q2 2015Q3 20185
Tempus Wealth Planning, LLC 550.11%0.16%0.23%Q3 2022Q3 20235
HighTower Trust Company, N.A. 320.02%0.09%0.21%Q4 2021Q1 20235
Verdence Capital Advisors LLC 550.03%0.04%0.06%Q2 2021Q2 20225
Vise Technologies, Inc. 550.07%0.11%0.18%Q3 2022Q3 20235
Peak Asset Management, LLC 550.12%0.26%0.32%Q1 2021Q1 20225
Veracity Capital LLC 550.18%0.24%0.34%Q3 2021Q3 20225
Spectrum Asset Management, Inc. (NB/CA) 550.10%0.74%2.29%Q3 2021Q3 20225
NorthRock Partners, LLC 410.12%0.15%0.17%Q4 2014Q1 20165
Aries Wealth Management 550.18%0.20%0.21%Q4 2017Q4 20185
BAR HARBOR TRUST SERVICES 320.00%0.66%1.53%Q2 2014Q2 20225
Alera Investment Advisors, LLC 320.03%0.06%0.08%Q4 2018Q1 20235
TITLEIST CAPITAL, LLC 550.23%0.25%0.29%Q4 2021Q4 20225
NewDay Solutions, LLC 413.24%5.63%7.23%Q4 2018Q1 20205
Keystone Wealth Services, LLC 550.28%0.92%1.63%Q4 2021Q4 20225
KENNICOTT CAPITAL MANAGEMENT LLC 550.28%0.34%0.45%Q1 2021Q1 20225
Midwest Heritage Bank, FSB 550.29%0.73%2.02%Q4 2021Q4 20225
Torch Wealth Management LLC 320.04%0.09%0.17%Q4 2013Q3 20155
RiverTree Advisors, LLC 555.16%6.00%7.02%Q1 2021Q1 20225
Harvest Fund Management Co., Ltd 320.02%0.03%0.04%Q1 2017Q2 20185
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 553.10%3.33%3.74%Q4 2020Q4 20215
Lantz Financial LLC 550.24%0.33%0.39%Q3 2021Q3 20225
ESG Planning 550.34%1.46%2.07%Q1 2022Q1 20235
Amplius Wealth Advisors, LLC 550.03%0.23%0.41%Q4 2021Q4 20225
Humankind Investments LLC 553.02%7.38%15.07%Q4 2020Q4 20215
Wells Trecaso Financial Group, LLC 320.09%0.10%0.11%Q1 2022Q2 20235
JMAC ENTERPRISES LLC 550.30%0.33%0.36%Q4 2021Q4 20225
COLLECTIVE FAMILY OFFICE LLC 550.09%0.22%0.35%Q4 2020Q4 20215
Golden State Equity Partners 550.21%0.28%0.41%Q4 2020Q4 20215
MILLIE CAPITAL MANAGEMENT, LLC 550.33%0.41%0.47%Q4 2016Q4 20175
Lehman & Derafelo Financial Resources LLC 320.00%0.00%0.00%Q2 2019Q3 20225
Kore Private Wealth LLC 320.00%0.00%0.01%Q4 2018Q2 20205
Quintium Advisors, LLC 550.73%0.85%0.99%Q4 2014Q4 20155
FLC Capital Advisors 410.10%0.20%0.37%Q2 2021Q3 20225
ShoreHaven Wealth Partners, LLC 320.14%0.63%0.89%Q4 2020Q3 20225
Syverson Strege & Co 410.00%0.05%0.07%Q2 2021Q3 20225
Wealth & Pension Services Group, Inc. 550.41%0.48%0.64%Q3 2018Q3 20195
DARK FOREST CAPITAL MANAGEMENT LP 550.29%1.05%2.28%Q4 2021Q4 20225
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 550.08%0.27%0.62%Q2 2013Q2 20145
Independence Advisors, LLC 550.02%0.04%0.10%Q3 2019Q3 20205
CoreCap Advisors, LLC 551.04%1.64%2.50%Q4 2021Q4 20225
PACIFIC SUN FINANCIAL CORP 550.14%0.16%0.19%Q3 2021Q3 20225
PRENTISS SMITH & CO INC 310.02%0.08%0.28%Q3 2017Q3 20235
BMS Financial Advisors, LLC 551.12%2.00%2.56%Q4 2021Q4 20225
MBE Wealth Management, LLC 410.02%2.73%4.09%Q1 2020Q3 20235
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 310.00%0.32%0.47%Q4 2020Q1 20235
Crescent Capital Consulting, LLC 550.00%0.51%2.27%Q4 2020Q4 20215
RESOLUTE FINANCIAL, LLC 551.95%2.14%2.26%Q4 2021Q4 20225
KENFARB & CO. 550.02%0.02%0.02%Q3 2022Q3 20235
AMI INVESTMENT MANAGEMENT INC 210.13%0.14%0.14%Q4 2013Q3 20155
GDS Wealth Management 550.70%0.90%1.05%Q4 2021Q4 20225
MBA Advisors LLC 550.42%0.59%0.84%Q1 2021Q1 20225
Leonard Rickey Investment Advisors P.L.L.C. 552.27%4.27%5.89%Q3 2021Q3 20225
Arden Trust Co 550.06%0.07%0.09%Q2 2019Q2 20205
Coppell Advisory Solutions LLC 410.01%0.27%0.98%Q4 2020Q3 20235
RAY GERALD L & ASSOCIATES LTD 550.15%0.17%0.18%Q3 2016Q3 20175
OneAscent Wealth Management LLC 210.09%0.11%0.13%Q1 2022Q3 20235
MONTAG A & ASSOCIATES INC 550.00%0.00%0.00%Q3 2022Q3 20235
SOUTHERN CAPITAL ADVISORS, LLC 550.17%0.97%3.98%Q4 2021Q4 20225
Johnson Bixby & Associates, LLC 550.06%0.07%0.08%Q4 2020Q4 20215
W.H. Cornerstone Investments Inc. 550.28%0.44%0.59%Q3 2022Q3 20235
Strategic Equity Management 411.05%1.60%2.17%Q4 2020Q1 20225
PROVENCE WEALTH MANAGEMENT GROUP 410.01%0.99%1.58%Q4 2021Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
BARRETT & COMPANY, INC. 550.08%0.09%0.09%Q3 2022Q3 20235
ACADIA TRUST NA 310.32%0.37%0.40%Q3 2014Q4 20154
Global Assets Advisory, LLC 440.42%1.23%2.19%Q3 2022Q2 20234
Family Investment Center, Inc. 440.23%0.26%0.28%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
GRAND WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
INVICTUS PRIVATE WEALTH, LLC 440.27%0.35%0.49%Q4 2022Q3 20234
GTS SECURITIES LLC 220.00%0.03%0.08%Q2 2023Q3 20234
Orcam Financial Group 310.28%0.33%0.36%Q4 2021Q3 20234
GODSEY & GIBB, INC 440.00%0.00%0.01%Q4 2022Q3 20234
Wealth Management Solutions, LLC 310.16%0.95%2.53%Q4 2021Q1 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.03%0.05%Q4 2022Q3 20234
NCM Capital Management, LLC 440.38%0.41%0.42%Q1 2022Q4 20224
W ADVISORS, LLC 440.33%0.38%0.50%Q4 2021Q3 20224
HARVEST VOLATILITY MANAGEMENT LLC 441.15%1.81%2.76%Q1 2021Q4 20214
FARMERS TRUST CO 440.12%0.12%0.13%Q3 2021Q2 20224
ANGELES WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q3 20234
LVZ, Inc. 220.03%0.04%0.04%Q1 2022Q1 20234
PayPay Securities Corp 440.07%0.24%0.58%Q4 2022Q3 20234
Worth Asset Management, LLC 440.00%0.05%0.11%Q1 2022Q4 20224
Empirical Asset Management, LLC 440.33%0.34%0.35%Q4 2021Q3 20224
First Allied Asset Management, Inc. 310.07%0.38%1.12%Q2 2013Q1 20154
Virtu Financial LLC 110.01%0.05%0.14%Q3 2017Q4 20194
Hochman Cole Investment Advisors, Inc. 440.23%0.26%0.31%Q4 2020Q3 20214
McAdams Wright Ragen, Inc. 310.01%0.02%0.02%Q2 2013Q3 20144
Rotella Capital Management, Inc. 440.33%1.85%3.77%Q1 2014Q4 20144
Kellett Wealth Advisors, LLC 440.28%0.31%0.34%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.10%0.23%0.54%Q4 2022Q3 20234
Life Planning Partners, Inc 440.03%0.05%0.05%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.08%0.10%0.13%Q4 2021Q3 20224
Premia Global Advisors, LLC 310.02%0.06%0.11%Q4 2017Q1 20194
Bluefin Trading, LLC 210.04%0.75%2.06%Q3 2013Q1 20154
Security Financial Services, INC. 440.11%0.42%0.66%Q4 2021Q3 20224
Richwood Investment Advisors, LLC 310.20%0.22%0.24%Q4 2021Q4 20224
CapWealth Advisors, LLC 220.00%0.09%0.18%Q1 2016Q2 20224
Intercontinental Wealth Advisors, LLC 220.19%0.38%0.62%Q2 2017Q2 20234
Monument Capital Management 440.17%0.25%0.32%Q1 2021Q4 20214
One Wealth Advisors, LLC 110.00%0.12%0.39%Q4 2017Q3 20234
Dynasty Wealth Management, LLC 440.20%0.60%0.92%Q4 2017Q3 20184
Personal Wealth Partners 310.04%0.04%0.04%Q2 2019Q2 20214
RELIANCE TRUST CO 440.23%0.27%0.30%Q2 2013Q1 20144
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.06%0.11%0.23%Q1 2022Q4 20224
CX Institutional 210.00%0.00%0.01%Q3 2018Q2 20224
RMB Capital Management, LLC 440.01%0.01%0.01%Q3 2017Q2 20184
MKD WEALTH COACHES, LLC 210.02%3.50%5.40%Q2 2019Q4 20204
Edmond de Rothschild (Europe) 441.51%2.08%2.76%Q4 2015Q3 20164
CHAPIN DAVIS, INC. 440.43%0.48%0.51%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.07%0.09%0.12%Q4 2018Q3 20234
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.02%0.02%0.02%Q4 2017Q3 20184
GRIES FINANCIAL LLC 310.10%0.54%1.27%Q3 2021Q3 20224
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 440.13%0.16%0.18%Q1 2018Q4 20184
First National Bank of South Miami 440.04%0.05%0.05%Q4 2018Q3 20194
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SPINNAKER TRUST 440.06%0.06%0.06%Q2 2013Q1 20144
LEVEL FOUR FINANCIAL, LLC 440.14%0.14%0.15%Q4 2020Q3 20214
Prestige Wealth Management Group LLC 440.01%0.02%0.02%Q2 2021Q1 20224
KMG FIDUCIARY PARTNERS, LLC 440.09%0.22%0.27%Q4 2022Q3 20234
Advisors Capital Management, LLC 440.01%0.02%0.02%Q3 2021Q2 20224
Financial Strategies Group, Inc. 310.11%0.15%0.18%Q3 2020Q4 20224
Cornerstone Wealth Group, LLC 310.67%1.72%4.75%Q2 2019Q2 20204
Braun-Bostich & Associates Inc. 440.12%1.14%2.48%Q4 2017Q3 20184
PERSONAL CFO SOLUTIONS, LLC 210.06%0.18%0.25%Q1 2021Q3 20234
Catamount Wealth Management 210.00%0.00%0.00%Q1 2015Q4 20184
TOWER TRUST Co 440.20%0.23%0.30%Q2 2013Q1 20144
Haverford Financial Services, Inc. 440.06%0.06%0.06%Q2 2021Q1 20224
Leicht Financial Planning & Wealth Management, Inc. 440.37%1.78%3.90%Q2 2019Q1 20204
IEQ CAPITAL, LLC 310.01%0.01%0.02%Q3 2022Q3 20234
OneAscent Financial Services LLC 210.13%0.27%0.57%Q1 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 110.00%1.99%4.29%Q1 2013Q3 20234
Kelman-Lazarov, Inc. 440.01%0.02%0.03%Q1 2016Q4 20164
Carolina Wealth Advisors, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Bristlecone Advisors, LLC 440.04%0.06%0.08%Q4 2019Q3 20204
CAPSTONE ASSET MANAGEMENT CO 440.01%0.01%0.01%Q4 2013Q3 20144
Beck Bode, LLC 440.34%0.89%1.14%Q1 2022Q4 20224
Lake Hills Wealth Management, LLC 220.87%1.53%2.23%Q3 2022Q3 20234
JOYN Advisors, Inc. 210.00%0.02%0.05%Q2 2013Q2 20184
Loveless Wealth Management LLC 440.16%0.18%0.20%Q3 2021Q2 20224
Armbruster Capital Management, Inc. 220.00%0.20%0.72%Q3 2017Q1 20224
CANANDAIGUA NATIONAL BANK & TRUST CO 440.47%0.63%0.72%Q2 2017Q1 20184
FOUNDERS BANK & TRUST 440.01%0.01%0.01%Q2 2013Q1 20144
ATTICUS WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2022Q3 20234
OAKWOOD CAPITAL MANAGEMENT LLC/CA 440.09%0.11%0.11%Q1 2020Q4 20204
Legal & General Group Plc 440.00%0.00%0.00%Q4 2022Q3 20234
RED CEDAR INVESTMENT MANAGEMENT, LLC 440.05%1.40%2.95%Q3 2018Q2 20194
Investors Financial Group, LLC 440.18%0.23%0.29%Q4 2019Q3 20204
Redwood Investment Management, LLC 310.02%0.76%1.07%Q4 2021Q3 20234
OmniStar Financial Group, Inc. 310.27%0.30%0.33%Q3 2021Q4 20224
Julex Capital Management, LLC 440.00%4.02%15.80%Q4 2018Q3 20194
COOPER/HAIMS ADVISORS, LLC 440.18%0.21%0.27%Q1 2022Q4 20224
LifeSteps Financial, Inc. 440.31%0.66%1.12%Q1 2022Q4 20224
First PREMIER Bank 440.01%0.01%0.01%Q1 2022Q4 20224
Waterloo Capital, L.P. 310.12%0.20%0.34%Q1 2020Q3 20234
GlobalBridge, Inc. 440.16%0.25%0.32%Q2 2013Q1 20144
PBMares Wealth Management LLC 440.29%0.33%0.35%Q1 2020Q4 20204
ABERDEEN ASSET MANAGEMENT PLC/UK 440.01%0.01%0.01%Q3 2016Q2 20174
Quantitative Advantage, LLC 220.10%0.98%1.89%Q4 2016Q1 20234
1 NORTH WEALTH SERVICES LLC 225.44%5.85%6.34%Q4 2018Q4 20194
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20234
Verde Capital Management 440.49%0.82%1.01%Q4 2019Q3 20204
Blue Sky Asset Management, LLC 220.72%1.02%1.38%Q2 2017Q2 20184
Stanford Investment Group, Inc. 440.01%0.01%0.02%Q1 2016Q4 20164
Strategic Wealth Management Group, LLC 440.27%0.34%0.50%Q3 2020Q2 20214
Hedeker Wealth, LLC 110.03%0.08%0.14%Q4 2014Q3 20164
Cypress Capital Management LLC (WY) 440.03%0.03%0.04%Q1 2018Q4 20184
INSPIRION WEALTH ADVISORS, LLC 440.12%0.16%0.19%Q1 2022Q4 20224
Trexquant Investment LP 110.01%0.02%0.04%Q3 2020Q3 20234
Keebeck Wealth Management, LLC 310.05%0.07%0.10%Q2 2022Q3 20234
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 310.00%0.00%0.01%Q4 2019Q2 20234
FSA Wealth Management LLC 310.08%0.15%0.19%Q4 2019Q4 20204
U.S. Capital Wealth Advisors, LLC 310.00%0.02%0.02%Q3 2021Q4 20224
REBALANCE, LLC 442.78%3.45%4.12%Q4 2022Q3 20234
Sentinus, LLC 440.11%0.80%2.13%Q3 2022Q2 20234
PIERSHALE FINANCIAL GROUP, INC. 310.01%0.01%0.01%Q4 2015Q2 20234
Rafferty Asset Management, LLC 440.03%0.05%0.07%Q2 2022Q1 20234
FutureAdvisor, Inc. 440.72%1.20%1.96%Q4 2014Q3 20154
SNS Financial Group, LLC 440.14%0.39%0.66%Q1 2013Q4 20134
Milestone Advisory Partners 440.81%1.74%3.86%Q1 2022Q4 20224
Advisor Resource Council 310.20%0.50%0.90%Q2 2021Q2 20224
Horizon Kinetics 440.03%0.04%0.05%Q2 2013Q1 20144
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 440.14%3.51%7.67%Q2 2017Q1 20184
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
KING LUTHER CAPITAL MANAGEMENT CORP 210.00%0.02%0.04%Q2 2016Q3 20234
Cypress Point Wealth Management, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
Nachman Norwood & Parrott, Inc 440.03%0.03%0.04%Q3 2020Q2 20214
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
Sound Stewardship, LLC 442.96%3.02%3.10%Q4 2022Q3 20234
BEESE FULMER INVESTMENT MANAGEMENT, INC. 310.02%0.03%0.04%Q4 2019Q4 20214
Independence Bank of Kentucky 440.01%0.01%0.01%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Nan Shan Life Insurance Co., Ltd. 440.24%0.37%0.64%Q1 2018Q4 20184
BlueCrest Capital Management Ltd 210.03%0.77%2.80%Q3 2021Q1 20234
Shilanski & Associates, Inc. 442.79%2.94%3.14%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.03%0.08%0.16%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.30%0.32%0.33%Q4 2022Q3 20234
Hemington Wealth Management 310.19%0.26%0.41%Q1 2021Q1 20224
Marks Wealth, LLC 311.70%2.13%3.07%Q4 2020Q4 20214
Meritas Wealth Management, LLC 440.45%0.48%0.53%Q4 2022Q3 20234
Vawter Financial, Ltd. 440.34%0.41%0.53%Q4 2022Q3 20234
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
LaSalle St. Investment Advisors, LLC 440.21%1.10%1.69%Q4 2022Q3 20234
BOS Asset Management, LLC 441.76%2.24%2.78%Q4 2022Q3 20234
Park Place Capital Corp 440.46%0.56%0.66%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.22%0.32%0.54%Q4 2022Q3 20234
Karn, Couzens & Associates, Inc. 440.19%0.40%0.77%Q2 2021Q1 20224
Parker Financial LLC 440.77%0.94%1.08%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.16%0.17%0.19%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.13%0.16%0.19%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.81%0.90%1.00%Q4 2022Q3 20234
Bluesphere Advisors, LLC 440.28%0.40%0.52%Q4 2021Q3 20224
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.05%0.07%0.10%Q4 2022Q3 20234
Center For Asset Management LLC 221.04%1.69%3.05%Q4 2020Q2 20224
LWMG, LLC 443.47%3.77%4.10%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.03%0.12%0.38%Q4 2022Q3 20234
CPA Asset Management LLC 441.07%1.18%1.26%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.20%0.22%0.24%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.70%0.79%0.83%Q4 2022Q3 20234
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.04%0.04%0.04%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
Inlet Private Wealth, LLC 440.08%0.10%0.11%Q3 2022Q2 20234
Family Asset Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
Empowered Funds, LLC 220.36%0.81%1.35%Q3 2021Q3 20224
Global Strategic Investment Solutions, LLC 440.06%0.07%0.07%Q1 2021Q4 20214
Creative Capital Management Investments LLC 440.12%0.52%1.66%Q4 2022Q3 20234
ETFIDEA, LLC 440.10%0.12%0.14%Q4 2021Q3 20224
NewEdge Wealth, LLC 440.02%0.21%0.38%Q4 2021Q3 20224
Hoxton Planning & Management, LLC 440.36%0.59%0.87%Q4 2022Q3 20234
Ethos Financial Group, LLC 442.68%2.83%2.95%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.02%0.03%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Level Financial Advisors 440.01%0.02%0.02%Q4 2021Q3 20224
Cypress Capital, LLC 310.04%0.87%3.36%Q3 2021Q3 20234
JTC Employer Solutions Trustee Ltd 440.02%0.02%0.02%Q2 2021Q1 20224
Cherry Creek Investment Advisors, Inc. 442.40%2.83%3.12%Q2 2021Q1 20224
Cyndeo Wealth Partners, LLC 440.89%1.56%1.84%Q4 2022Q3 20234
Miracle Mile Advisors, LLC 440.17%0.19%0.21%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Telos Capital Management, Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Topel & Distasi Wealth Management, LLC 330.62%0.64%0.66%Q1 2023Q3 20233
Heritage Wealth Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
SWEENEY & MICHEL, LLC 330.17%0.21%0.24%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.48%0.51%0.55%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.43%0.66%0.92%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 330.30%0.38%0.48%Q1 2023Q3 20233
SimpliFi, Inc. 334.18%8.70%11.03%Q4 2017Q2 20183
Blossom Wealth Management 331.45%1.58%1.69%Q4 2021Q2 20223
Strategies Wealth Advisors, LLC 330.10%0.11%0.11%Q4 2021Q2 20223
SCHNIEDERS CAPITAL MANAGEMENT LLC 330.12%0.13%0.15%Q4 2021Q2 20223
EVEXIA WEALTH LLC 330.35%0.53%0.85%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.20%0.26%0.34%Q1 2023Q3 20233
Pallas Capital Advisors LLC 330.26%0.49%0.66%Q2 2021Q4 20213
BAKER TILLY WEALTH MANAGEMENT, LLC 330.02%0.03%0.03%Q4 2021Q2 20223
HawsGoodwin Investment Management LLC 330.46%0.50%0.51%Q2 2021Q4 20213
SpiderRock Advisors, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
PFG Investments, LLC 330.41%0.56%0.79%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.15%0.16%0.17%Q1 2023Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.02%0.03%0.04%Q4 2022Q2 20233
Independent Advisor Alliance 110.03%0.27%0.46%Q1 2017Q4 20203
Prentice Wealth Management LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Fiduciary Alliance LLC 210.02%0.05%0.06%Q4 2022Q3 20233
SURIENCE PRIVATE WEALTH LLC 334.57%5.95%6.96%Q4 2021Q2 20223
Professional Financial Advisors, LLC 334.63%5.42%5.89%Q1 2022Q3 20223
EQ LLC 210.15%0.19%0.22%Q3 2021Q2 20223
First Fiduciary Investment Counsel, Inc. 330.08%0.14%0.21%Q2 2013Q4 20133
Campbell Wealth Management 334.81%5.80%6.31%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.02%0.03%Q4 2017Q3 20183
Strategic Income Management, LLC 330.66%0.66%0.67%Q4 2014Q2 20153
MCMORGAN & CO LLC 331.32%4.23%6.63%Q2 2021Q4 20213
Kirkoswald Asset Management LLC 222.45%20.55%46.75%Q1 2023Q2 20233
Compass Efficient Model Portfolios, LLC 330.03%0.40%0.87%Q2 2013Q4 20133
Smith Affiliated Capital Corp. 330.03%0.07%0.10%Q2 2010Q4 20103
Point72 Hong Kong Ltd 110.46%2.77%6.73%Q2 2020Q2 20233
Meristem Family Wealth, LLC 330.08%0.09%0.09%Q3 2021Q1 20223
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 3331.04%32.20%32.97%Q4 2015Q2 20163
Novak Financial Planning, LLC 330.34%0.38%0.42%Q4 2020Q2 20213
Arkfeld Wealth Strategies, L.L.C. 333.96%4.73%5.33%Q1 2021Q3 20213
Wealth Alliance Advisory Group, LLC 330.83%0.87%0.90%Q1 2018Q3 20183
QUEST CAPITAL MANAGEMENT INC /ADV 210.03%0.05%0.06%Q3 2020Q4 20213
SENTINEL TRUST CO LBA 330.03%0.03%0.03%Q1 2016Q3 20163
Latitude Advisors, LLC 330.12%0.15%0.18%Q3 2021Q1 20223
Private Wealth Advisors, LLC 331.20%1.39%1.63%Q2 2021Q4 20213
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
ENZI WEALTH 330.18%0.61%0.85%Q3 2022Q1 20233
Verition Fund Management LLC 210.01%0.09%0.17%Q1 2021Q3 20233
Douglass Winthrop Advisors, LLC 330.03%0.03%0.04%Q2 2013Q4 20133
KHP Capital, LLC 330.03%0.03%0.04%Q1 2018Q3 20183
Blue Edge Capital, LLC 330.93%0.97%1.03%Q4 2016Q2 20173
Destiny Wealth Partners, LLC 210.00%0.07%0.10%Q4 2020Q4 20223
Sound View Wealth Advisors Group, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.01%0.01%Q2 2023Q4 20233
San Luis Wealth Advisors LLC 113.67%5.12%6.61%Q4 2020Q1 20223
Cardinal Point Wealth Management LLC 330.09%0.10%0.10%Q1 2021Q3 20213
EVERETT HARRIS & CO /CA/ 210.00%0.00%0.00%Q2 2022Q2 20233
LGT Financial Advisors LLC 210.02%0.02%0.02%Q4 2022Q3 20233
Midwest Wealth Management Inc. 330.14%0.17%0.20%Q4 2020Q2 20213
Core Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
SHINE INVESTMENT ADVISORY SERVICES INC 210.00%0.01%0.01%Q2 2017Q4 20193
SFMG, LLC 110.02%0.06%0.08%Q2 2013Q4 20213
Trinity Wealth Management, LLC 210.20%0.30%0.40%Q3 2021Q2 20223
Spears Abacus Advisors LLC 110.02%0.03%0.03%Q1 2016Q4 20173
FIDUCIENT ADVISORS LLC 330.02%0.08%0.12%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.63%1.17%1.98%Q4 2022Q3 20233
Brevan Howard Capital Management LP 330.12%0.18%0.26%Q1 2023Q3 20233
GREENWOOD CAPITAL ASSOCIATES LLC 330.36%0.37%0.38%Q1 2023Q3 20233
QCM Cayman, Ltd. 210.96%1.53%2.53%Q1 2021Q1 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.98%1.12%1.26%Q1 2023Q3 20233
Stiles Financial Services Inc 330.60%0.65%0.73%Q4 2021Q2 20223
Thrive Capital Management, LLC 330.17%0.22%0.29%Q4 2021Q2 20223
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Winch Advisory Services, LLC 210.00%0.03%0.06%Q1 2015Q3 20173
SPRING CREEK CAPITAL LLC 330.07%0.23%0.36%Q2 2018Q4 20183
Hoover Financial Advisors, Inc. 330.00%0.00%0.00%Q4 2020Q2 20213
Paradigm Financial Partners, LLC 330.08%0.09%0.12%Q3 2021Q1 20223
AAFMAA Wealth Management & Trust LLC 334.99%5.53%6.10%Q1 2023Q3 20233
Willingdon Wealth Management 330.00%0.00%0.01%Q3 2017Q1 20183
Windsor Creek Advisors, LLC 330.33%0.36%0.39%Q2 2021Q4 20213
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 210.00%0.00%0.00%Q4 2016Q1 20233
YHB Investment Advisors, Inc. 330.13%0.15%0.16%Q2 2021Q4 20213
HORAN CAPITAL MANAGEMENT 210.23%0.31%0.43%Q1 2015Q4 20153
PrairieView Partners, LLC 110.02%0.02%0.04%Q1 2020Q2 20223
SSI INVESTMENT MANAGEMENT LLC 210.02%0.02%0.02%Q2 2013Q3 20143
Tevis Investment Management 330.01%0.01%0.01%Q4 2021Q2 20223
GM Advisory Group, LLC 330.46%0.48%0.50%Q2 2016Q4 20163
GPS Wealth Strategies Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Mizuho Securities Co. Ltd. 330.00%0.00%0.00%Q1 2022Q3 20223
FirstPurpose Wealth LLC 210.26%0.35%0.41%Q1 2022Q3 20233
Shepherd Financial Partners LLC 331.16%1.31%1.62%Q1 2023Q3 20233
SIENA CAPITAL LLC 330.00%0.00%0.01%Q1 2022Q3 20223
Verity Asset Management, Inc. 110.14%0.99%2.50%Q2 2015Q1 20213
Blackston Financial Advisory Group, LLC 330.27%0.37%0.43%Q2 2022Q4 20223
Legacy Financial Strategies, LLC 330.41%0.46%0.52%Q4 2017Q2 20183
BANK OF THE WEST 210.02%0.03%0.03%Q1 2018Q1 20193
CALDWELL SUTTER CAPITAL, INC. 330.00%0.01%0.01%Q1 2023Q3 20233
Confluence Wealth Services, Inc. 330.07%0.08%0.09%Q4 2021Q2 20223
FORTE ASSET MANAGEMENT LLC 330.83%2.07%4.07%Q2 2022Q4 20223
Stegent Equity Advisors, Inc. 210.27%0.52%0.71%Q4 2021Q1 20233
Essex Savings Bank 330.07%0.14%0.19%Q4 2018Q2 20193
TCG Advisors, LP 210.00%0.08%0.25%Q1 2019Q2 20203
DESCHAINE & COMPANY, LLC 330.37%0.39%0.40%Q4 2014Q2 20153
Paragon Capital Management LLC 210.02%0.03%0.04%Q1 2019Q1 20203
Filbrandt Wealth Management, LLC 110.02%0.03%0.03%Q4 2019Q4 20203
Delta Dental Plan of Michigan, Inc. 332.53%2.63%2.72%Q4 2017Q2 20183
NOVARE CAPITAL MANAGEMENT LLC 330.02%0.04%0.05%Q4 2022Q2 20233
OXFORD ASSET MANAGEMENT LLP 210.13%0.17%0.20%Q3 2017Q2 20183
SEARLE & CO. 330.02%0.02%0.02%Q4 2014Q2 20153
Kiwi Wealth Investments Limited Partnership 331.05%2.24%3.81%Q1 2023Q3 20233
Triumph Capital Management 330.24%0.36%0.43%Q3 2021Q1 20223
Epstein & White Financial LLC 330.20%0.34%0.53%Q4 2017Q2 20183
Financial Gravity Companies, Inc. 211.21%1.61%2.38%Q4 2017Q4 20183
Empirical Finance, LLC 210.24%0.64%0.97%Q4 2016Q3 20173
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.16%0.26%0.35%Q4 2021Q3 20223
Genesis Wealth Advisors, LLC 330.96%0.99%1.03%Q4 2014Q2 20153
Moloney Securities Asset Management, LLC 330.20%0.21%0.23%Q4 2016Q2 20173
Doyle Wealth Management 110.01%0.02%0.02%Q4 2018Q4 20203
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.43%0.48%0.54%Q1 2018Q3 20183
H&H Retirement Design & Management INC 335.74%6.01%6.44%Q1 2023Q3 20233
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.01%0.02%Q3 2017Q3 20233
NAPLES GLOBAL ADVISORS, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Verus Financial Partners, Inc. 210.06%0.08%0.11%Q3 2020Q2 20223
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q2 20213
ROMAN BUTLER FULLERTON & CO 330.17%0.17%0.18%Q1 2022Q3 20223
Pinnacle Private Wealth, LLC 330.14%0.16%0.18%Q4 2021Q2 20223
EQUITABLE TRUST CO 330.04%0.05%0.05%Q2 2019Q4 20193
Clear Harbor Asset Management, LLC 110.00%0.01%0.02%Q2 2014Q3 20203
Poehling Capital Management, INC. 330.00%0.00%0.00%Q4 2017Q2 20183
River Wealth Advisors LLC 330.01%0.01%0.02%Q2 2018Q4 20183
East Coast Asset Management, LLC. 330.01%0.12%0.19%Q4 2012Q2 20133
LifeGuide Financial Advisors, LLC 330.59%13.42%25.39%Q4 2021Q2 20223
Cornerstone Planning Group LLC 210.02%0.06%0.09%Q4 2022Q3 20233
Horizon Investments, LLC 330.00%0.11%0.33%Q1 2023Q3 20233
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q1 20233
Copperleaf Capital, LLC 210.62%1.07%1.42%Q3 2022Q3 20233
Executive Wealth Management, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
AIRE ADVISORS, LLC 330.10%0.49%0.90%Q4 2021Q2 20223
Phraction Management LLC 330.13%0.14%0.14%Q4 2021Q2 20223
Lion Street Advisors, LLC 110.14%0.42%0.73%Q1 2020Q2 20213
Lee Financial Co 330.02%0.02%0.02%Q2 2020Q4 20203
COMPTON CAPITAL MANAGEMENT INC /RI 330.09%0.09%0.09%Q3 2017Q1 20183
Capital Wealth Planning, LLC 210.02%0.02%0.02%Q2 2019Q1 20203
WIPFLI FINANCIAL ADVISORS LLC, 330.18%0.18%0.19%Q1 2022Q3 20223
Riverview Trust Co 210.00%0.07%0.20%Q4 2020Q3 20233
TCWP LLC 330.12%0.19%0.29%Q4 2021Q2 20223
PHILADELPHIA TRUST CO 210.02%0.02%0.02%Q2 2013Q3 20143
Gallacher Capital Management LLC 330.18%0.24%0.27%Q4 2022Q2 20233
WJ Wealth Management, LLC 330.19%0.39%0.75%Q2 2021Q4 20213
FolioMetrix LLC 330.11%0.14%0.21%Q4 2014Q2 20153
BAILARD, INC. 210.01%0.02%0.04%Q3 2014Q4 20203
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
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.02%Q1 2023Q3 20233
NextCapital Advisers, Inc. 330.31%2.52%3.70%Q1 2018Q3 20183
Cape Investment Advisory, Inc. 330.19%0.21%0.23%Q1 2023Q3 20233
Herold Advisors, Inc. 110.03%0.06%0.07%Q3 2021Q1 20233
ACAS, LLC 330.27%0.27%0.28%Q3 2021Q1 20223
WealthPlan Investment Management, LLC 210.03%0.03%0.03%Q1 2022Q4 20223
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2015Q2 20193
Euclid Advisors LLC 110.41%0.42%0.43%Q2 2014Q1 20163
PICTET ASSET MANAGEMENT SA 330.00%0.01%0.01%Q3 2021Q1 20223
Foothills Asset Management, Ltd. 332.17%2.21%2.23%Q2 2014Q4 20143
Carmel Capital Partners, LLC 330.01%0.03%0.04%Q1 2023Q3 20233
S.C. Financial Services, Inc. 330.31%0.42%0.54%Q4 2021Q2 20223
Mariner Wealth Advisors-Madison, LLC 330.06%0.08%0.10%Q1 2013Q3 20133
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q1 2019Q3 20233
NorthCrest Asset Manangement, LLC 330.27%0.28%0.29%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 110.08%0.09%0.10%Q3 2021Q2 20222
NICOLA WEALTH MANAGEMENT LTD. 220.52%0.54%0.56%Q1 2021Q2 20212
Versant Capital Management, Inc 220.01%0.01%0.01%Q1 2019Q2 20192
BASSO CAPITAL MANAGEMENT, L.P. 220.06%0.06%0.06%Q2 2023Q3 20232
Windsor Advisory Group, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
Johnson Financial Group, LLC 110.18%0.76%1.33%Q4 2016Q4 20182
BLUEFIN CAPITAL MANAGEMENT, LLC 220.04%0.04%0.05%Q3 2021Q4 20212
All Season Financial Advisors, Inc. 221.82%1.90%1.98%Q3 2021Q4 20212
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.10%0.10%0.11%Q4 2019Q3 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
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
FRONTIER INVESTMENT MGMT CO 220.02%0.02%0.03%Q2 2018Q3 20182
Alpha Quant Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Broadview Financial Management, LLC 220.17%0.19%0.21%Q1 2019Q2 20192
BURNEY CO/ 110.01%0.02%0.02%Q1 2017Q2 20182
COHEN LAWRENCE B 220.17%0.20%0.24%Q2 2013Q3 20132
PETTYJOHN, WOOD & WHITE, INC 220.05%0.05%0.05%Q3 2021Q4 20212
Semmax Financial Advisors Inc. 110.00%0.01%0.01%Q4 2018Q3 20232
HANSEATIC MANAGEMENT SERVICES INC 224.84%6.06%7.28%Q3 2020Q4 20202
Human Investing LLC 220.01%0.01%0.01%Q2 2020Q3 20202
ERTS Wealth Advisors, LLC 220.01%0.02%0.03%Q4 2018Q1 20192
New World Advisors LLC 110.01%3.30%6.59%Q1 2019Q2 20212
Weatherstone Capital Management 220.16%0.19%0.21%Q1 2014Q2 20142
American Research & Management Co. 220.00%0.00%0.00%Q2 2022Q3 20222
J.Safra Asset Management Corp 220.17%0.18%0.19%Q4 2015Q1 20162
Arkos Global Advisors 220.29%0.32%0.34%Q4 2018Q1 20192
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q3 2021Q3 20232
Vivaldi Capital Management LP 220.06%0.11%0.16%Q4 2018Q1 20192
American Financial Network Advisory Services LLC 220.06%0.09%0.12%Q3 2017Q4 20172
Bremer Bank National Association 110.01%0.03%0.05%Q1 2019Q2 20212
WADDELL & ASSOCIATES, LLC 220.07%0.07%0.07%Q3 2021Q4 20212
Enterprise Trust & Investment Co 220.02%0.02%0.02%Q2 2019Q3 20192
STIFEL NICOLAUS & CO INC \MO\ 220.26%0.29%0.32%Q2 2013Q3 20132
RETIREMENT CAPITAL STRATEGIES 221.92%2.40%2.88%Q3 2020Q4 20202
Auour Investments LLC 220.22%0.22%0.23%Q2 2023Q3 20232
Holloway Wealth Management, LLC 110.00%0.01%0.02%Q1 2018Q3 20182
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Jenkins Wealth 110.52%3.31%6.10%Q4 2021Q4 20222
StrategIQ Financial Group, LLC 220.05%0.05%0.06%Q2 2022Q3 20222
Mandatum Life Insurance Co Ltd 220.02%0.03%0.04%Q4 2015Q1 20162
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 228.11%11.43%14.76%Q1 2017Q2 20172
Financial Sense Advisors, Inc. 220.36%0.40%0.44%Q2 2014Q3 20142
LOGAN CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q1 2021Q2 20212
Hirtle Callaghan & Co LLC 110.12%0.13%0.15%Q2 2022Q3 20232
Terra Nova Asset Management LLC 110.42%0.46%0.51%Q3 2021Q3 20222
ELM ADVISORS, LLC 110.01%0.01%0.01%Q3 2018Q4 20202
Great Lakes Retirement, Inc. 220.61%0.64%0.67%Q4 2019Q1 20202
Scottrade Investment Management 226.34%6.58%6.83%Q2 2017Q3 20172
BROOKTREE CAPITAL MANAGEMENT 220.01%0.02%0.02%Q4 2019Q1 20202
Integer Wealth Advisors Group LLC 220.21%0.23%0.26%Q4 2020Q1 20212
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.01%Q3 2017Q1 20222
Bridgecreek Investment Management, LLC 220.04%0.04%0.04%Q2 2013Q3 20132
HOHIMER WEALTH MANAGEMENT, LLC 220.04%0.05%0.06%Q4 2021Q1 20222
Summit Wealth Group, LLC 220.17%0.29%0.41%Q1 2023Q2 20232
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.02%0.34%0.64%Q1 2022Q4 20222
Donald L. Hagan, LLC 110.03%0.03%0.03%Q3 2015Q1 20162
ROOSEVELT INVESTMENT GROUP LLC 220.02%0.02%0.03%Q1 2021Q2 20212
Vident Investment Advisory, LLC 220.01%0.01%0.02%Q1 2022Q2 20222
EMORY UNIVERSITY 225.25%5.84%6.42%Q2 2011Q3 20112
STANCORP INVESTMENT ADVISERS INC 220.68%0.72%0.76%Q4 2014Q1 20152
Tactical Allocation Group LLC 221.62%1.74%1.86%Q2 2014Q3 20142
Eukles Asset Management 220.00%0.00%0.00%Q2 2023Q3 20232
BLB&B Advisors, LLC 220.11%0.12%0.12%Q2 2013Q3 20132
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
Fortis Group Advisors, LLC 110.01%0.39%0.78%Q3 2020Q3 20232
Teamwork Financial Advisors, LLC 220.16%0.16%0.17%Q1 2022Q2 20222
Biltmore Capital Advisors LLC 220.47%0.51%0.55%Q3 2021Q4 20212
R & A Capital Management, LLC 221.83%1.88%1.93%Q2 2013Q3 20132
Manifold Partners, LLC 223.56%3.82%4.09%Q3 2016Q4 20162
One River Asset Management, LLC 110.04%0.16%0.28%Q1 2023Q3 20232
Sage Mountain Advisors LLC 110.00%0.01%0.02%Q4 2020Q1 20222
Summit Equities Inc 220.04%0.04%0.04%Q2 2018Q3 20182
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
DCM Advisors, LLC 220.01%0.02%0.04%Q3 2021Q4 20212
Signator Financial Services, Inc. 220.02%0.26%0.51%Q2 2013Q3 20132
SAM Advisors, LLC 220.16%0.17%0.18%Q1 2022Q2 20222
Sterling Manor Financial, LLC 220.29%0.31%0.32%Q4 2020Q1 20212
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q2 2017Q4 20192
Carlyle Group Inc. 220.05%0.06%0.06%Q4 2014Q1 20152
Covenant Multifamily Offices, LLC 220.00%0.01%0.01%Q4 2013Q1 20142
Rye Brook Capital LLC 223.41%3.65%3.89%Q2 2021Q3 20212
Baltimore-Washington Financial Advisors Inc. 220.17%0.18%0.18%Q2 2013Q3 20132
AVALON CAPITAL MANAGEMENT 228.14%8.21%8.28%Q2 2020Q3 20202
Crestwood Advisors Group, LLC 110.00%0.00%0.01%Q1 2017Q1 20222
Kowal Investment Group, LLC 110.08%0.09%0.09%Q3 2021Q2 20222
INTREPID FAMILY OFFICE LLC 112.94%5.44%7.94%Q4 2021Q3 20222
Field & Main Bank 110.00%0.00%0.01%Q3 2014Q2 20222
WCG Wealth Advisors LLC 220.03%0.03%0.04%Q2 2022Q3 20222
Fullerton Fund Management Co Ltd. 220.22%0.23%0.24%Q1 2021Q2 20212
ONE PLUS ONE WEALTH MANAGEMENT, LLC 220.22%0.22%0.22%Q2 2022Q3 20222
Koss-Olinger Consulting, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Global X Management CO LLC 220.04%0.04%0.04%Q1 2016Q2 20162
Crestmont Private Wealth LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Accurate Wealth Management, LLC 220.02%0.08%0.14%Q3 2022Q4 20222
Strategic Asset Management, LLC 220.08%0.09%0.10%Q3 2021Q4 20212
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 220.46%0.56%0.67%Q2 2017Q3 20172
Vahanian & Associates Financial Planning Inc. 220.59%0.70%0.81%Q4 2021Q1 20222
B & T Capital Management DBA Alpha Capital Management 220.14%0.17%0.20%Q1 2017Q2 20172
Cumberland Partners Ltd 110.03%0.04%0.04%Q4 2012Q2 20132
SAXON INTERESTS, INC. 220.78%0.85%0.92%Q1 2023Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Scissortail Wealth Management, LLC 110.74%0.75%0.76%Q1 2022Q3 20222
Segment Wealth Management, LLC 220.43%0.45%0.47%Q3 2014Q4 20142
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.18%0.18%0.18%Q4 2021Q1 20222
Gary Goldberg Planning Services Inc 220.09%0.10%0.11%Q1 2013Q2 20132
Cypress Wealth Advisors LLC 220.15%0.15%0.15%Q4 2016Q1 20172
Forum Financial Management, LP 220.04%0.05%0.05%Q4 2021Q1 20222
OAK HARBOR WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
VALUE PARTNERS LTD /ADV 220.67%2.34%4.01%Q3 2014Q4 20142
FSC Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Lansing Street Advisors 220.02%0.38%0.75%Q1 2022Q2 20222
Reynolds Investment Management, Inc. 222.21%2.34%2.47%Q1 2022Q2 20222
USCA RIA LLC 220.06%0.07%0.07%Q1 2015Q2 20152
Coppell Advisory Solutions Corp. 220.01%0.49%0.98%Q4 2022Q1 20232
Orbitronix, LP 221.55%4.42%7.28%Q3 2015Q4 20152
ACUTE INVESTMENT ADVISORY, LLC 110.17%3.57%6.97%Q4 2022Q2 20232
Centurion Wealth Management LLC 110.25%0.37%0.48%Q4 2022Q3 20232
GUIDANCE CAPITAL, INC 220.50%0.50%0.52%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
Fortune Financial Advisors, LLC 221.57%1.58%1.59%Q2 2023Q3 20232
TCP Asset Management, LLC 220.16%0.21%0.26%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.10%0.38%0.67%Q3 2022Q4 20222
REGIMEN WEALTH, LLC 110.13%0.13%0.14%Q4 2022Q3 20232
Strait & Sound Wealth Management LLC 220.22%0.24%0.25%Q4 2022Q1 20232
Buck Wealth Strategies, LLC 112.10%2.15%2.20%Q3 2022Q3 20232
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q1 2023Q3 20232
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
TITLEIST ASSET MANAGEMENT, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
ORG Partners LLC 220.05%0.09%0.13%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.38%0.45%0.52%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
UNION SAVINGS BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Arcataur Capital Management LLC 220.52%0.53%0.54%Q2 2023Q3 20232
Certus Wealth Management, LLC 220.88%0.95%1.02%Q2 2023Q3 20232
New Republic Capital, LLC 110.01%0.02%0.04%Q4 2022Q3 20232
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 222.14%4.16%6.17%Q2 2013Q3 20132
361 CAPITAL LLC 220.05%0.05%0.06%Q2 2018Q3 20182
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.22%0.48%0.74%Q3 2013Q1 20152
BREITER CAPITAL MANAGEMENT INC 110.27%0.28%0.28%Q2 2018Q1 20192
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2015Q4 20152
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Long Wharf Investors, Inc. 220.26%0.27%0.28%Q1 2014Q2 20142
CAPITAL CITY TRUST CO/FL 110.09%0.10%0.11%Q2 2015Q2 20232
Pharo Management, Inc. 1110.41%12.14%13.87%Q4 2022Q4 20222
Raub Brock Capital Management LP 110.04%0.15%0.27%Q1 2021Q1 20222
Stratford Consulting, LLC 220.02%0.03%0.03%Q4 2019Q1 20202
HT Partners LLC 110.18%0.46%0.74%Q2 2013Q4 20152
BENEDICT FINANCIAL ADVISORS INC 220.06%0.06%0.06%Q1 2021Q2 20212
Sterling Global Strategies LLC 110.07%0.79%1.52%Q2 2018Q4 20182
DRW Securities, LLC 220.02%0.02%0.02%Q3 2013Q4 20132
NORTHWESTERN MUTUAL LIFE INSURANCE CO 222.35%2.84%3.33%Q2 2013Q3 20132
BOOTHBAY FUND MANAGEMENT, LLC 220.01%0.07%0.14%Q4 2021Q1 20222
TIEDEMANN ADVISORS, LLC 110.02%0.03%0.04%Q1 2018Q3 20182
Annex Advisory Services, LLC 220.06%0.06%0.06%Q1 2016Q2 20162
SYM FINANCIAL Corp 110.01%0.01%0.01%Q2 2019Q2 20222
HC FINANCIAL ADVISORS INC 220.00%0.00%0.00%Q1 2020Q2 20202
BAINCO INTERNATIONAL INVESTORS 220.03%0.03%0.03%Q1 2018Q2 20182
VAUGHAN & Co SECURITIES, INC. 220.03%0.03%0.04%Q4 2019Q1 20202
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2013Q3 20132
Family Management Corp 220.00%0.00%0.00%Q2 2019Q3 20192
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
CIBC WORLD MARKETS CORP 220.05%0.09%0.13%Q4 2022Q1 20232
BBVA USA 220.01%0.03%0.05%Q2 2021Q3 20212
Wilmington Trust, National Association 220.01%0.01%0.01%Q1 2014Q2 20142
DT Investment Partners, LLC 220.05%0.06%0.06%Q1 2022Q2 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
BLUESTEIN R H & CO LLC 110.02%0.02%0.02%Q2 2013Q4 20192
Taylor Hoffman Wealth Management 220.00%0.02%0.03%Q4 2017Q1 20182
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q4 2019Q1 20202
White Lighthouse Investment Management Inc. 220.08%0.09%0.11%Q3 2019Q4 20192
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
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q3 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
WILLIAMS JONES & ASSOCIATES LLC 220.06%0.07%0.07%Q2 2013Q3 20132
Berman Capital Advisors, LLC 110.00%0.00%0.01%Q4 2018Q2 20192
NORTHSTAR CAPITAL MANAGEMENT LLC 222.06%2.12%2.18%Q1 2018Q2 20182
Legacy Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2017Q1 20192
Sequoia Wealth Management, LLC 110.19%0.20%0.20%Q3 2018Q1 20192
DeDora Capital, Inc. 110.00%0.00%0.00%Q4 2019Q1 20222
MASON STREET ADVISORS, LLC 220.01%0.01%0.01%Q1 2017Q2 20172
Natixis Investment Managers International 110.29%0.64%0.99%Q2 2015Q3 20182
PACIFIC FINANCIAL GROUP INC 110.00%0.01%0.01%Q4 2014Q3 20202
D.B. Root & Company, LLC 220.10%0.11%0.12%Q2 2020Q3 20202
Harvest Investment Services, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
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
Chessman Wealth Strategies RIA 110.07%0.07%0.07%Q3 2018Q3 20181
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
CONNORS INVESTOR SERVICES INC 110.05%0.05%0.05%Q4 2014Q4 20141
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Guardian Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FIDUCIARY SERVICES CORP/GA 110.95%0.95%0.95%Q2 2013Q2 20131
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Tranquilli Financial Advisor LLC 110.32%0.32%0.32%Q3 2023Q3 20231
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
SeaBridge Investment Advisors LLC 110.01%0.01%0.01%Q2 2016Q2 20161
MONECO Advisors, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
VESTOR CAPITAL, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Talisman Wealth Advisors LLC 110.52%0.52%0.52%Q1 2023Q1 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Westwind Capital 110.01%0.01%0.01%Q3 2022Q3 20221
RCS Financial Planning, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Oak Asset Management, LLC 110.91%0.91%0.91%Q2 2022Q2 20221
Crossvault Capital Management LLC 110.22%0.22%0.22%Q1 2015Q1 20151
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Greystone Financial Group, LLC 110.71%0.71%0.71%Q4 2020Q4 20201
MIZUHO SECURITIES USA LLC 110.58%0.58%0.58%Q2 2016Q2 20161
New England Capital Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CoreFirst Bank & Trust 110.04%0.04%0.04%Q4 2022Q4 20221
Tarbox Family Office, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
TFB Advisors LLC 110.15%0.15%0.15%Q2 2023Q2 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Elk River Wealth Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
AdvisorShares Investments LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Clifford Group, LLC 110.46%0.46%0.46%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
First National Bank of Mount Dora, Trust Investment Services 110.07%0.07%0.07%Q2 2022Q2 20221
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
Diversified, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
TCG Advisory Services, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
Edge Wealth Management LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Mendel Money Management 110.55%0.55%0.55%Q1 2022Q1 20221
Stamos Capital Partners, L.P. 110.94%0.94%0.94%Q4 2021Q4 20211
FFG RETIREMENT ADVISORS LLC 111.45%1.45%1.45%Q3 2023Q3 20231
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
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Salient Capital Advisors, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
TDAM USA INC. 110.70%0.70%0.70%Q3 2013Q3 20131
Ground Swell Capital, LLC 110.45%0.45%0.45%Q3 2023Q3 20231
Holistic Financial Partners 110.71%0.71%0.71%Q1 2019Q1 20191
Birchcreek Wealth Management, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Robeco Institutional Asset Management B.V. 110.00%0.00%0.00%Q2 2013Q2 20131
Point72 Asset Management, L.P. 110.02%0.02%0.02%Q2 2023Q2 20231
Falcon Wealth Planning 110.10%0.10%0.10%Q3 2022Q3 20221
Arlington Capital Management, Inc. 110.77%0.77%0.77%Q2 2023Q2 20231
UBS OCONNOR LLC 110.04%0.04%0.04%Q3 2016Q3 20161
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
MONETARY MANAGEMENT GROUP INC 110.03%0.03%0.03%Q2 2023Q2 20231
Portside Wealth Group, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
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
Providence First Trust Co 110.01%0.01%0.01%Q3 2022Q3 20221
GoalVest Advisory LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Manning & Napier Group, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Questar Asset Management, Inc. 110.46%0.46%0.46%Q4 2018Q4 20181
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
Key Bridge Compliance, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Eversept Partners, LP 110.60%0.60%0.60%Q2 2021Q2 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Guild Investment Management, Inc. 110.26%0.26%0.26%Q4 2021Q4 20211
Summit Asset Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
K.J. Harrison & Partners Inc 110.29%0.29%0.29%Q4 2019Q4 20191
Wealthgate Family Office, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Pictet Asset Management Holding SA 110.02%0.02%0.02%Q3 2023Q3 20231
WFA Asset Management Corp 110.01%0.01%0.01%Q2 2023Q2 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
TIAA TRUST, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.27%0.27%0.27%Q3 2023Q3 20231
Callahan Advisors, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SYNTAX RESEARCH, INC. 110.36%0.36%0.36%Q3 2023Q3 20231
MQS Management LLC 111.48%1.48%1.48%Q1 2023Q1 20231
KICKSTAND VENTURES, LLC. 110.31%0.31%0.31%Q3 2023Q3 20231
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
Oxbow Advisors, LLC 115.17%5.17%5.17%Q4 2020Q4 20201
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Linscomb & Williams, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Man Investments Ltd 111.03%1.03%1.03%Q2 2014Q2 20141
Knowledge Leaders Capital, LLC 114.65%4.65%4.65%Q1 2016Q1 20161
IAM Advisory, LLC 110.19%0.19%0.19%Q2 2021Q2 20211
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
NWI MANAGEMENT LP 110.42%0.42%0.42%Q3 2020Q3 20201
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2020Q1 20201
Ullmann Wealth Partners Group, LLC 110.07%0.07%0.07%Q2 2017Q2 20171
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
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
GRANDFIELD & DODD, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Price Wealth, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
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
MARINO, STRAM & ASSOCIATES LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Conservest Capital Advisors, Inc. 110.65%0.65%0.65%Q4 2017Q4 20171
BROADMARK ASSET MANAGEMENT LLC 111.39%1.39%1.39%Q3 2017Q3 20171
Good Harbor Financial, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
GENWORTH FINANCIAL INC 110.75%0.75%0.75%Q2 2013Q2 20131
Trellus Management Company, LLC 110.32%0.32%0.32%Q3 2015Q3 20151
Onyx Bridge Wealth Group LLC 110.28%0.28%0.28%Q3 2022Q3 20221
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Capula Management Ltd 110.82%0.82%0.82%Q4 2021Q4 20211
Industrial Alliance Investment Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Boston Standard Wealth Management, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
NovaPoint Capital, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Quantum Capital Management, LLC / NJ 111.93%1.93%1.93%Q3 2017Q3 20171
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q2 2013Q2 20131
Godshalk Welsh Capital Management, Inc. 110.06%0.06%0.06%Q4 2014Q4 20141
Capstone Triton Financial Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
LILLEY & CO 110.12%0.12%0.12%Q2 2013Q2 20131
MAPLE SECURITIES USA INC 110.43%0.43%0.43%Q2 2014Q2 20141
Belvedere Trading LLC 110.36%0.36%0.36%Q1 2017Q1 20171
MACKAY SHIELDS LLC 110.03%0.03%0.03%Q1 2018Q1 20181
PICTET BANK & TRUST Ltd 110.25%0.25%0.25%Q1 2016Q1 20161
Portfolio Strategies, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Standard Family Office LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Taylor Frigon Capital Management LLC 110.00%0.00%0.00%Q3 2015Q3 20151
FIRST FOUNDATION ADVISORS 110.22%0.22%0.22%Q2 2013Q2 20131
Total Clarity Wealth Management, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
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
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Baymount Management LP 1154.94%54.94%54.94%Q4 2022Q4 20221
Column Capital Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
WULFF, HANSEN & CO. 111.73%1.73%1.73%Q4 2022Q4 20221
Next Capital Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Laurel Grove Capital, LLC 110.72%0.72%0.72%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
CLIENT 1ST ADVISORY GROUP, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Pointe Capital Management LLC 112.00%2.00%2.00%Q4 2016Q4 20161
McNaughton Wealth Management, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
ADVISOR CONSULTANT NETWORK INC 110.05%0.05%0.05%Q3 2016Q3 20161
Emerald Advisors, LLC 110.35%0.35%0.35%Q4 2019Q4 20191
Angeles Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
G&S Capital LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Sepio Capital, LP 110.04%0.04%0.04%Q4 2021Q4 20211
Tatro Capital, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Financial Insights, Inc. 110.28%0.28%0.28%Q3 2022Q3 20221
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Mariner Wealth Advisors-NYC, LLC 113.30%3.30%3.30%Q1 2015Q1 20151
Iowa State Bank 110.18%0.18%0.18%Q2 2016Q2 20161
Baker Ellis Asset Management LLC 110.19%0.19%0.19%Q2 2022Q2 20221
CAZ INVESTMENTS LP 110.14%0.14%0.14%Q1 2015Q1 20151
JSF Financial, LLC 110.65%0.65%0.65%Q4 2022Q4 20221
Relative Value Partners Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Genesee Capital Advisors, LLC 110.19%0.19%0.19%Q2 2021Q2 20211
LGL PARTNERS, LLC 110.11%0.11%0.11%Q3 2016Q3 20161
CAMDEN NATIONAL CORP 111.39%1.39%1.39%Q1 2021Q1 20211
Edgestream Partners, L.P. 110.05%0.05%0.05%Q2 2023Q2 20231
Cascadia Advisory Services, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
First Houston Capital, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Acorn Advisory Capital L.P. 110.39%0.39%0.39%Q4 2017Q4 20171
Econ Financial Services Corp 112.16%2.16%2.16%Q4 2021Q4 20211
Austin Private Wealth, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
SHAYNE & JACOBS, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
VisionPoint Advisory Group, LLC 110.41%0.41%0.41%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.35%0.35%0.35%Q1 2017Q1 20171
Provident Wealth Management, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Callan Capital, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
EMERSON INVESTMENT MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
Clarius Group, LLC 110.12%0.12%0.12%Q3 2016Q3 20161
Americana Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Ziegler Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
West Branch Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.11%0.11%0.11%Q3 2023Q3 20231
Nadler Financial Group, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Mader & Shannon Wealth Management, Inc. 1110.56%10.56%10.56%Q2 2022Q2 20221
NEXT Financial Holdings 110.12%0.12%0.12%Q1 2019Q1 20191
MDE Group 110.03%0.03%0.03%Q2 2013Q2 20131
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.41%0.41%0.41%Q4 2017Q4 20171
Asset Management One Co., Ltd. 110.00%0.00%0.00%Q1 2018Q1 20181
AFFINITY WEALTH MANAGEMENT LLC 113.42%3.42%3.42%Q2 2013Q2 20131
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
United Asset Strategies, Inc. 110.11%0.11%0.11%Q2 2022Q2 20221
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
LITTLE HOUSE CAPITAL LLC 110.02%0.02%0.02%Q1 2019Q1 20191
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.01%0.01%0.01%Q3 2018Q3 20181
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Threshold Group LLC 110.55%0.55%0.55%Q4 2016Q4 20161
KNIGHT CAPITAL GROUP LLC 110.13%0.13%0.13%Q2 2013Q2 20131
Relative Value Partners, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Hartford Financial Management Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
HBW ADVISORY SERVICES LLC 110.54%0.54%0.54%Q1 2023Q1 20231
Williams Jones Wealth Management, LLC. 110.01%0.01%0.01%Q3 2023Q3 20231
PICTON MAHONEY ASSET MANAGEMENT 110.02%0.02%0.02%Q2 2018Q2 20181
ORRSTOWN FINANCIAL SERVICES INC 110.01%0.01%0.01%Q4 2017Q4 20171
Olympiad Research LP 110.69%0.69%0.69%Q4 2019Q4 20191
EFG CAPITAL INTERNATIONAL CORP. 110.21%0.21%0.21%Q2 2023Q2 20231
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Tranquility Partners, LLC 110.26%0.26%0.26%Q2 2019Q2 20191
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Lee Financial Group Hawaii, Inc. 113.37%3.37%3.37%Q4 2020Q4 20201
F-Squared Investment Management, LLC 110.75%0.75%0.75%Q2 2014Q2 20141
SOROS CAPITAL MANAGEMENT LLC 113.31%3.31%3.31%Q3 2020Q3 20201
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
GARRISON BRADFORD & ASSOCIATES INC 110.42%0.42%0.42%Q1 2022Q1 20221
COLTON GROOME FINANCIAL ADVISORS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Stratos Investment Management, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
MARK MORRIS ET AL 110.06%0.06%0.06%Q2 2013Q2 20131
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q2 2014Q2 20141
BANYAN CAPITAL MANAGEMENT, INC. 111.29%1.29%1.29%Q4 2018Q4 20181
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
BEDEL FINANCIAL CONSULTING INC 110.04%0.04%0.04%Q3 2023Q3 20231
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
APPLETON PARTNERS INC/MA 110.04%0.04%0.04%Q1 2018Q1 20181
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
MARK ASSET MANAGEMENT LP 110.05%0.05%0.05%Q3 2013Q3 20131
Aristotle Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Bellwether Investment Group, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
PENSECO FINANCIAL SERVICES CORP 110.02%0.02%0.02%Q3 2013Q3 20131
Oak Point Wealth Management 110.02%0.02%0.02%Q4 2017Q4 20171
Riverpoint Wealth Management Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Higher Moment Aurora Fund, LP 118.69%8.69%8.69%Q3 2017Q3 20171
Financial Advantage, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.11%0.11%0.11%Q2 2020Q2 20201
RATIONAL ADVISORS LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Bares Capital Management 110.03%0.03%0.03%Q1 2013Q1 20131
BT Wealth Management LLC 110.50%0.50%0.50%Q4 2018Q4 20181
My Legacy Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
ALTEGRIS ADVISORS, L.L.C. 112.05%2.05%2.05%Q4 2016Q4 20161
HMS Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ferguson Shapiro LLC 1110.10%10.10%10.10%Q2 2020Q2 20201
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Karpus Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
O'Brien Wealth Partners LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Hobart Private Capital, LLC 111.66%1.66%1.66%Q4 2022Q4 20221
LEVITT CAPITAL MANAGEMENT LLC 111.94%1.94%1.94%Q2 2014Q2 20141
BURNS J W & CO INC/NY 110.06%0.06%0.06%Q3 2023Q3 20231
Key Client Fiduciary Advisors, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Kessler Investment Group, LLC 110.34%0.34%0.34%Q3 2013Q3 20131
Jolley Asset Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Simplicity Wealth,LLC 110.34%0.34%0.34%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 114.84%4.84%4.84%Q2 2022Q2 20221
Vantage Financial Partners, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Gibson Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
EXCHANGE TRADED CONCEPTS, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
HFG Advisors, Inc. 112.12%2.12%2.12%Q4 2021Q4 20211
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Aspire Wealth Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
HITE Hedge Asset Management LLC 110.79%0.79%0.79%Q4 2016Q4 20161
Prosperity Consulting Group, LLC 110.24%0.24%0.24%Q3 2022Q3 20221
Retireful, LLC 110.54%0.54%0.54%Q1 2023Q1 20231
Carter Financial Group, INC. 110.28%0.28%0.28%Q1 2022Q1 20221
CTC Alternative Strategies, Ltd. 1122.71%22.71%22.71%Q3 2023Q3 20231
Next Level Private LLC 110.35%0.35%0.35%Q2 2022Q2 20221
Jane Street Holding, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
ICONIQ Capital, LLC 110.15%0.15%0.15%Q1 2013Q1 20131
West Wealth Group, LLC 110.45%0.45%0.45%Q3 2023Q3 20231
WEALTHSPAN PARTNERS, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
BW Gestao de Investimentos Ltda. 1111.09%11.09%11.09%Q4 2022Q4 20221
Permit Capital Advisors, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
AMUSSEN HUNSAKER ASSOCIATES LLC 110.07%0.07%0.07%Q3 2018Q3 20181
Operose Advisors LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Investmark Advisory Group LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Prism Advisors, Inc. 110.12%0.12%0.12%Q4 2017Q4 20171
NEIRG Wealth Management, LLC 110.60%0.60%0.60%Q4 2022Q4 20221
Ipswich Investment Management Co., Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
Cardinal Point Wealth Management Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
New Vernon Capital Holdings II LLC 111.92%1.92%1.92%Q1 2017Q1 20171
Magnolia Wealth Management, LLC 111.67%1.67%1.67%Q4 2021Q4 20211
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Darrow Company, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Calamos Wealth Management LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SUTTON PLACE INVESTORS LLC 110.26%0.26%0.26%Q3 2023Q3 20231
STRATEGIC CAPITAL ADVISERS, INC. 110.04%0.04%0.04%Q3 2019Q3 20191
Evolution Advisers, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Presidio Capital Management, LLC 1113.24%13.24%13.24%Q4 2021Q4 20211
Sand Hill Global Advisors, LLC 111.35%1.35%1.35%Q2 2017Q2 20171
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.65%0.65%0.65%Q3 2022Q3 20221
Widmann Financial Services, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
AEGON USA Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Henrickson Nauta Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Long Run Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Plan Group Financial, LLC 111.41%1.41%1.41%Q2 2022Q2 20221
Alpine Global Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Charles Carroll Financial Partners, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Blackhawk Capital Partners LLC. 110.31%0.31%0.31%Q4 2020Q4 20201
Azimuth Capital Investment Management LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Osborn Williams & Donohoe LLC 110.41%0.41%0.41%Q1 2019Q1 20191
Signet Investment Advisory Group, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
GALAXY CAPITAL TRADING LTD 111.12%1.12%1.12%Q4 2013Q4 20131
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Second Half Financial Partners, LLC 110.49%0.49%0.49%Q2 2023Q2 20231
YCG, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Alliance Wealth Advisors, LLC /UT 111.99%1.99%1.99%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
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
Greenwich Wealth Management LLC 110.02%0.02%0.02%Q2 2021Q2 20211
MRA Associates USA LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Goldstream Capital Management Ltd 110.15%0.15%0.15%Q4 2021Q4 20211
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
PAYDEN & RYGEL 111.03%1.03%1.03%Q2 2014Q2 20141
WealthTrust Asset Management, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
BIP Wealth, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Western Financial Corp/CA 111.03%1.03%1.03%Q4 2022Q4 20221
External links

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