ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.07%Q2 2013Q3 202397
LEAVELL INVESTMENT MANAGEMENT, INC. 6910.03%8.30%100.00%Q4 2003Q3 202370
HUNTINGTON NATIONAL BANK 59590.01%0.20%0.51%Q1 2009Q3 202364
Rehmann Capital Advisory Group 43150.11%1.63%4.74%Q4 2008Q3 202358
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.04%0.17%Q2 2013Q3 202352
GOLDMAN SACHS GROUP INC 4240.00%0.10%0.40%Q1 2012Q3 202349
WOLVERINE TRADING, LLC 1110.00%0.00%0.03%Q2 2016Q3 202348
MUFG Americas Holdings Corp 48480.02%0.80%2.35%Q4 2010Q3 202248
CREDIT SUISSE AG/ 2220.00%0.04%0.17%Q1 2013Q2 202348
HSBC HOLDINGS PLC 47470.01%0.20%0.82%Q1 2012Q3 202347
UBS Group AG 36360.00%0.20%0.49%Q4 2014Q3 202346
BANK OF AMERICA CORP /DE/ 42420.00%0.31%0.61%Q2 2013Q3 202345
BARCLAYS PLC 42420.00%0.06%0.20%Q2 2013Q3 202345
NWAM LLC 32130.14%0.83%1.29%Q2 2012Q3 202345
Capital Analysts, LLC 44440.01%2.60%6.23%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.30%0.87%1.47%Q4 2012Q3 202344
CPWM, LLC 44440.44%2.67%4.87%Q4 2011Q3 202244
New England Private Wealth Advisors LLC 44440.28%0.90%5.55%Q4 2012Q3 202344
First Horizon Advisors, Inc. 44440.16%1.40%3.39%Q4 2012Q3 202344
BRYN MAWR TRUST Co 43430.05%0.09%0.25%Q1 2013Q3 202343
Destination Wealth Management 43430.17%6.10%16.06%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.17%0.69%1.28%Q1 2013Q3 202343
COMMERCE BANK 43430.08%0.24%2.54%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43431.58%3.64%7.36%Q1 2013Q3 202343
HighTower Advisors, LLC 42420.00%0.38%1.51%Q2 2013Q3 202343
Ameritas Investment Partners, Inc. 42420.03%1.91%3.90%Q2 2013Q3 202343
CITIGROUP INC 42420.01%0.08%0.36%Q2 2013Q3 202343
FIFTH THIRD BANCORP 42420.20%0.29%0.41%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.04%0.13%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.23%1.50%6.17%Q2 2013Q3 202342
WEDGEWOOD INVESTORS INC /PA/ 42420.23%0.34%0.58%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.18%0.79%1.45%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.04%0.08%Q2 2013Q3 202342
FMR LLC 42420.00%0.03%0.09%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.00%0.02%0.03%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.09%2.02%4.43%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.05%0.58%Q2 2013Q3 202342
Cypress Capital Group 42420.17%1.37%2.96%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.04%0.42%0.97%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.02%0.04%0.11%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.00%0.00%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.10%0.40%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.26%3.48%24.51%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42422.61%5.98%8.88%Q2 2013Q3 202342
Cetera Advisors LLC 42420.17%1.05%3.54%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42420.24%0.66%1.38%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.07%0.18%Q2 2013Q3 202342
SSI INVESTMENT MANAGEMENT LLC 42420.02%0.87%2.45%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.02%0.09%Q2 2013Q3 202342
Bangor Savings Bank 42420.02%0.78%1.93%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.05%0.09%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.99%2.32%Q2 2013Q3 202342
Jaffetilchin Investment Partners, LLC 42420.08%0.28%1.32%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.74%3.54%10.09%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.19%0.45%0.84%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42421.21%2.03%2.88%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.03%0.12%0.33%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.29%0.68%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.02%0.20%0.50%Q2 2013Q3 202342
VICUS CAPITAL 42420.49%2.86%12.43%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 424212.08%15.62%21.14%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.02%0.20%0.50%Q2 2013Q3 202342
Twele Capital Management, Inc. 42426.54%10.34%13.83%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.15%1.87%4.69%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.94%3.85%8.23%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.07%0.10%0.15%Q2 2013Q3 202342
Tortoise Investment Management, LLC 42420.00%0.03%0.15%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.41%8.55%17.22%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.44%0.78%1.82%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.20%0.43%0.73%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.39%1.95%3.51%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.02%0.04%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.02%0.25%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.07%0.98%2.08%Q2 2013Q3 202342
Cubic Asset Management, LLC 42420.09%0.12%0.17%Q2 2013Q3 202342
SHEETS SMITH WEALTH MANAGEMENT 21210.07%0.25%0.82%Q1 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.49%1.39%Q2 2013Q4 202342
SNS Financial Group, LLC 42420.04%0.57%1.44%Q1 2013Q2 202342
RAYMOND JAMES & ASSOCIATES 42421.74%3.26%5.12%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.58%0.91%2.41%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.16%0.55%0.82%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.90%1.39%1.87%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.13%1.61%6.27%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.11%0.50%0.98%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.14%0.41%0.81%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.02%0.05%0.09%Q2 2013Q3 202342
MCF Advisors LLC 2910.00%8.45%16.18%Q4 2011Q3 202342
RAYMOND JAMES TRUST N.A. 42420.36%1.14%1.74%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.01%0.52%1.73%Q2 2013Q3 202342
Efficient Advisors, LLC 42423.54%14.41%21.01%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.03%0.31%1.00%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.11%0.29%0.60%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.08%0.24%0.45%Q2 2013Q3 202342
US BANCORP \DE\ 42420.80%2.00%3.99%Q2 2013Q3 202342
FIRST AMERICAN TRUST, FSB 42420.31%3.46%7.80%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.06%1.22%2.50%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.00%0.19%0.42%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.03%0.16%0.66%Q2 2013Q3 202342
Creative Planning 42420.14%4.51%8.50%Q2 2013Q3 202342
Evensky & Katz LLC 42420.05%0.54%0.91%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.07%0.21%Q2 2013Q3 202342
MORGAN STANLEY 42420.10%0.18%0.28%Q2 2013Q3 202342
FIRST BUSINESS FINANCIAL SERVICES, INC. 42425.39%9.59%21.56%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.04%0.25%0.59%Q2 2013Q3 202342
BlackRock Inc. 42420.09%0.49%1.42%Q2 2013Q3 202342
Kovack Advisors, Inc. 3840.06%1.04%6.83%Q3 2012Q3 202342
ALESCO ADVISORS LLC 42420.11%0.62%1.45%Q2 2013Q3 202342
NewSquare Capital LLC 42421.32%5.55%17.02%Q2 2013Q3 202342
Mariner, LLC 42420.08%1.04%2.17%Q2 2013Q3 202342
BSW Wealth Partners 42420.08%0.44%1.31%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.05%0.90%4.64%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.03%0.10%0.21%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.08%1.00%2.99%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.24%1.28%4.16%Q2 2013Q3 202342
CAPTRUST FINANCIAL ADVISORS 42420.46%2.14%7.23%Q2 2013Q3 202342
Stadion Money Management, LLC 41410.87%2.12%8.25%Q2 2013Q2 202341
Advisory Services Network, LLC 27140.12%1.89%8.66%Q2 2013Q3 202341
M&T BANK CORP 26150.00%0.08%0.57%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.53%1.56%Q4 2013Q3 202341
Capital Investment Advisors, LLC 41410.02%0.08%0.20%Q4 2013Q4 202341
DUNCKER STREETT & CO INC 25160.03%0.06%0.14%Q2 2013Q3 202341
Atria Investments, Inc 27140.10%1.16%4.69%Q2 2013Q3 202341
WESBANCO BANK INC 30110.02%0.63%2.31%Q2 2013Q3 202341
PATTON ALBERTSON MILLER GROUP, LLC 3740.09%2.00%6.98%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.11%0.22%Q3 2013Q3 202341
FineMark National Bank & Trust 25160.09%0.51%1.74%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.01%0.07%0.45%Q2 2013Q3 202341
ASSETMARK, INC 41410.04%0.61%2.55%Q3 2013Q3 202341
Brookmont Capital Management 3380.10%0.27%0.46%Q2 2013Q3 202341
Parkside Advisors LLC 41415.24%6.92%8.35%Q4 2013Q4 202341
PETTYJOHN, WOOD & WHITE, INC 28130.32%1.49%2.72%Q2 2013Q3 202341
Gradient Investments LLC 24170.00%0.01%0.05%Q2 2013Q3 202341
FRANKLIN RESOURCES INC 3830.00%0.04%0.18%Q2 2013Q3 202341
Horizon Investments, LLC 30110.17%2.40%9.05%Q2 2013Q3 202341
Focused Wealth Management, Inc 3820.00%0.14%1.73%Q3 2013Q3 202340
BENJAMIN F. EDWARDS & COMPANY, INC. 3640.01%0.07%0.20%Q2 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.30%0.47%0.67%Q4 2013Q3 202340
EP Wealth Advisors, LLC 23170.07%1.27%19.29%Q3 2013Q3 202340
Citadel Advisors 1410.00%0.00%0.05%Q2 2016Q3 202340
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 40401.59%6.25%26.06%Q4 2013Q3 202340
FOUNDERS FINANCIAL SECURITIES LLC 40400.66%2.23%4.50%Q4 2013Q3 202340
SCS Capital Management LLC 3820.01%6.34%28.85%Q3 2013Q3 202340
METROPOLITAN LIFE INSURANCE CO/NY 2140.14%0.67%1.78%Q2 2013Q3 202340
Oakworth Capital, Inc. 40400.01%0.94%8.39%Q4 2013Q3 202340
COLONY GROUP LLC 40400.06%0.74%3.86%Q4 2013Q3 202340
Heritage Wealth Advisors 40400.02%0.21%0.58%Q4 2013Q3 202340
Pure Financial Advisors, LLC 22180.31%0.93%2.49%Q2 2013Q4 202340
Thomasville National Bank 27130.05%0.13%0.23%Q2 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40402.82%5.31%10.67%Q4 2013Q3 202340
Sequoia Financial Advisors, LLC 40400.10%3.41%7.81%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40400.39%0.54%0.70%Q4 2013Q3 202340
NBT BANK N A /NY 24160.03%0.07%0.28%Q2 2013Q3 202340
HOWE & RUSLING INC 3730.00%0.05%0.42%Q2 2013Q3 202340
Sumitomo Mitsui DS Asset Management Company, Ltd 40400.01%0.03%0.06%Q4 2013Q3 202340
1ST SOURCE BANK 3730.03%0.27%0.46%Q3 2013Q3 202340
COMERICA BANK 3910.02%0.07%0.26%Q2 2013Q3 202340
Cutler Group LLC / CA 1010.00%0.01%0.15%Q4 2015Q3 202340
Capital Advisors, Ltd. LLC 40400.02%0.38%1.01%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.01%0.11%0.40%Q4 2013Q3 202340
THRIVENT FINANCIAL FOR LUTHERANS 3730.00%0.21%0.79%Q2 2013Q3 202340
E&G Advisors, LP 40401.00%4.08%8.08%Q4 2013Q3 202340
Baker Avenue Asset Management, LP 3280.04%3.25%7.10%Q3 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.06%0.33%0.90%Q4 2013Q3 202340
Arete Wealth Advisors, LLC 40400.06%0.57%1.35%Q4 2013Q3 202340
BURKE & HERBERT BANK & TRUST CO 40400.17%1.04%2.88%Q2 2013Q1 202340
SMITH, MOORE & CO. 40400.20%0.33%0.53%Q4 2013Q3 202340
CIBC Private Wealth Group, LLC 39390.01%0.05%0.09%Q1 2014Q3 202339
Regal Investment Advisors LLC 2710.19%0.79%2.19%Q2 2013Q3 202339
WEALTHCARE CAPITAL MANAGEMENT LLC 39390.02%1.90%13.04%Q1 2014Q3 202339
Autus Asset Management, LLC 39390.08%0.37%0.68%Q2 2013Q4 202239
TCI Wealth Advisors, Inc. 1730.00%0.22%1.81%Q4 2012Q3 202339
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 39390.02%0.85%1.64%Q1 2014Q3 202339
FAS Wealth Partners, Inc. 3630.05%2.47%22.98%Q4 2013Q3 202339
TOMPKINS FINANCIAL CORP 2630.00%2.25%12.71%Q2 2013Q4 202339
STIFEL FINANCIAL CORP 39390.18%0.45%1.00%Q1 2014Q3 202339
OLD NATIONAL BANCORP /IN/ 39390.02%0.15%0.90%Q1 2014Q3 202339
LINCOLN NATIONAL CORP 39390.13%0.28%0.52%Q1 2014Q3 202339
FAGAN ASSOCIATES, INC. 39390.23%0.49%1.09%Q1 2014Q3 202339
ALLIANCEBERNSTEIN L.P. 39390.00%0.02%0.08%Q1 2014Q3 202339
Sandy Spring Bank 39390.00%0.02%0.05%Q1 2014Q3 202339
First Heartland Consultants, Inc. 3810.03%0.74%7.39%Q2 2013Q3 202339
COUNTRY TRUST BANK 39390.65%2.16%3.79%Q2 2014Q4 202339
Brinker Capital Investments, LLC 39390.02%0.66%1.91%Q2 2013Q4 202239
Opus Capital Group, LLC 3810.02%0.23%0.75%Q2 2013Q3 202339
First Financial Bank - Trust Division 39390.05%0.54%5.22%Q2 2014Q4 202339
Beaumont Financial Partners, LLC 38380.09%2.02%4.87%Q2 2013Q3 202238
ARGI Investment Services, LLC 3260.08%1.49%4.63%Q2 2013Q4 202238
BANK OF THE WEST 3710.02%0.13%0.29%Q2 2013Q4 202238
Prospera Financial Services Inc 20180.18%1.95%8.52%Q1 2014Q3 202338
Dynamic Advisor Solutions LLC 3320.14%0.45%1.20%Q4 2013Q3 202338
Allworth Financial LP 38380.24%9.66%31.44%Q2 2014Q3 202338
Diversified Trust Co 3710.10%0.51%0.89%Q2 2014Q4 202338
Evanson Asset Management, LLC 38380.03%0.09%0.23%Q2 2014Q3 202338
Ifrah Financial Services, Inc. 38380.33%1.41%2.40%Q2 2013Q3 202238
SUMMITRY LLC 38380.03%3.42%3.93%Q2 2013Q3 202238
CAPITAL CITY TRUST CO/FL 38381.84%4.64%6.61%Q2 2013Q3 202238
Maryland Capital Management 38380.04%0.15%0.43%Q2 2013Q3 202238
Capital Directions Investment Advisors, LLC 3170.08%0.38%1.09%Q2 2013Q4 202238
BESSEMER GROUP INC 3530.00%0.02%0.25%Q2 2013Q3 202338
ARROW FINANCIAL CORP 38380.20%1.83%3.51%Q2 2014Q3 202338
Hudock, Inc. 37371.58%2.23%5.46%Q3 2014Q3 202337
WHITE PINE CAPITAL LLC 2210.08%0.28%2.23%Q2 2013Q3 202337
Laird Norton Wetherby Wealth Management, LLC 37370.03%0.06%0.13%Q3 2014Q3 202337
Smith, Salley & Associates 37370.02%0.61%1.34%Q2 2014Q2 202337
COURIER CAPITAL LLC 20170.03%0.06%0.11%Q2 2013Q3 202237
JUNCTURE WEALTH STRATEGIES, LLC 37370.18%1.57%3.03%Q4 2014Q4 202337
Smithfield Trust Co 1820.00%0.21%0.62%Q2 2013Q3 202337
COLDSTREAM CAPITAL MANAGEMENT INC 3030.03%0.21%0.51%Q2 2013Q3 202337
Brown Advisory Securities, LLC 37370.06%0.51%1.66%Q2 2013Q2 202237
Haverford Trust Co 2110.01%0.05%0.23%Q2 2013Q2 202337
Ledyard National Bank 3340.01%0.04%0.10%Q1 2014Q3 202337
Stratos Wealth Partners, LTD. 37370.14%0.92%2.76%Q3 2014Q3 202337
SG Americas Securities, LLC 1920.00%0.56%1.71%Q2 2013Q3 202337
FIRST NATIONAL TRUST CO 2910.02%0.04%0.14%Q3 2013Q3 202337
SIGNATUREFD, LLC 23140.02%0.10%0.55%Q2 2013Q3 202337
HANCOCK WHITNEY CORP 3210.01%0.37%1.56%Q2 2013Q3 202337
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1410.00%0.01%0.18%Q3 2013Q3 202337
Cornerstone Management, Inc. 36360.39%4.00%8.58%Q4 2014Q3 202336
NOTTINGHAM ADVISORS, INC. 36360.06%0.86%3.39%Q4 2014Q3 202336
KWMG, LLC 36360.04%0.61%2.38%Q4 2014Q3 202336
FC Advisory LLC 36364.62%10.20%16.23%Q1 2015Q4 202336
PRIVATE TRUST CO NA 36360.16%0.43%0.86%Q4 2014Q3 202336
LVZ, Inc. 36360.31%3.38%10.74%Q4 2014Q3 202336
STERLING INVESTMENT ADVISORS LLC /ADV 36362.38%2.79%3.49%Q4 2014Q3 202336
Allianz Asset Management GmbH 2020.00%0.26%1.04%Q4 2013Q3 202336
Patten Group, Inc. 36360.16%0.47%1.13%Q4 2014Q3 202336
Towercrest Capital Management 36364.53%8.63%15.35%Q4 2014Q3 202336
Family Firm, Inc. 36361.33%2.85%5.36%Q4 2014Q3 202336
BRAVE ASSET MANAGEMENT INC 1760.24%6.28%22.12%Q4 2013Q3 202336
Cambridge Advisors Inc. 36360.16%0.34%0.58%Q4 2014Q3 202336
America First Investment Advisors, LLC 36360.12%0.18%0.24%Q2 2013Q1 202236
FINANCIAL CONSULATE, INC 36360.36%0.79%2.92%Q4 2014Q3 202336
CIDEL ASSET MANAGEMENT INC 35350.02%0.03%0.07%Q1 2015Q3 202336
Fragasso Group Inc. 36360.04%4.21%22.71%Q1 2015Q4 202336
Glassman Wealth Services 36360.00%0.04%0.25%Q4 2014Q3 202336
Plante Moran Financial Advisors, LLC 20160.01%0.43%1.26%Q2 2013Q3 202336
Summit Financial Strategies, Inc. 36360.14%0.26%0.46%Q4 2014Q3 202336
Simplicity Solutions, LLC 36360.01%1.24%8.09%Q4 2014Q3 202336
Dakota Wealth Management 36360.10%0.33%0.94%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.11%0.33%Q2 2013Q1 202236
Transamerica Financial Advisors, Inc. 36360.04%1.01%2.89%Q4 2014Q3 202336
PEDDOCK CAPITAL ADVISORS, LLC 36360.26%2.50%5.06%Q4 2014Q3 202336
JANE STREET GROUP, LLC 1730.00%0.22%1.12%Q1 2014Q2 202336
Sigma Planning Corp 36360.61%1.38%2.57%Q4 2014Q3 202336
Marquette Asset Management, LLC 36360.22%1.25%3.09%Q2 2013Q1 202236
Canal Capital Management, LLC 36360.06%2.31%7.23%Q4 2014Q3 202336
Traynor Capital Management, Inc. 36360.09%0.57%1.38%Q4 2014Q3 202336
Round Table Services, LLC 35350.04%0.27%0.54%Q4 2013Q2 202235
Calamos Wealth Management LLC 3310.08%1.53%3.89%Q4 2013Q3 202335
STALEY CAPITAL ADVISERS INC 35350.02%0.34%1.37%Q2 2013Q4 202135
Trust Co 35350.02%1.51%13.83%Q1 2015Q3 202335
WADE G W & INC 35350.02%0.18%0.43%Q1 2015Q3 202335
Altavista Wealth Management, Inc. 35350.17%4.67%14.76%Q2 2013Q4 202135
Diversified Portfolios, Inc. 2690.30%1.86%4.66%Q4 2014Q3 202335
ETF Portfolio Partners, Inc. 353512.06%15.46%19.01%Q1 2015Q3 202335
WEDBUSH SECURITIES INC 3410.04%0.15%0.34%Q4 2013Q3 202335
CLEAR INVESTMENT RESEARCH, LLC 35350.59%5.49%21.74%Q1 2015Q3 202335
Voya Financial Advisors, Inc. 35350.02%0.85%2.17%Q1 2015Q3 202335
BAILARD, INC. 2310.01%2.95%6.20%Q2 2013Q3 202335
Chesley Taft & Associates LLC 3230.29%0.56%1.09%Q2 2013Q3 202335
CAMBIAR INVESTORS LLC 2910.00%0.04%0.09%Q2 2013Q3 202335
Balentine LLC 35350.06%6.76%23.50%Q1 2015Q3 202335
KLINGENSTEIN FIELDS & CO LP 35350.01%0.06%0.09%Q2 2013Q4 202135
SONATA CAPITAL GROUP INC 3320.18%0.37%0.56%Q4 2014Q3 202335
People's United Financial, Inc. 18170.00%0.23%0.82%Q2 2013Q1 202235
REILLY FINANCIAL ADVISORS, LLC 35350.03%0.06%0.13%Q2 2013Q4 202135
Freedom Investment Management, Inc. 2920.03%1.00%18.07%Q1 2013Q3 202335
SCOTIA CAPITAL INC. 35350.00%0.09%0.23%Q1 2015Q3 202335
Exchange Capital Management, Inc. 2780.00%0.92%1.92%Q2 2013Q3 202335
GUGGENHEIM CAPITAL LLC 35350.02%0.29%1.93%Q2 2013Q4 202135
Linscomb & Williams, Inc. 2510.02%0.31%0.61%Q2 2013Q3 202335
Argent Trust Co 35350.07%0.18%0.65%Q1 2015Q3 202335
Baird Financial Group, Inc. 34340.08%0.27%0.43%Q2 2015Q3 202334
ENTERPRISE FINANCIAL SERVICES CORP 34340.43%2.03%5.19%Q2 2013Q3 202134
FIDUCIARY TRUST CO 3310.01%0.05%0.10%Q4 2014Q3 202334
BINGHAM OSBORN & SCARBOROUGH LLC 34340.02%0.05%0.53%Q2 2013Q3 202134
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 34340.12%2.75%10.57%Q1 2014Q2 202234
AFFINITY INVESTMENT ADVISORS, LLC 34340.19%0.54%1.37%Q2 2015Q3 202334
Aviance Capital Partners, LLC 2590.13%0.43%1.02%Q2 2013Q3 202334
AMARILLO NATIONAL BANK 34343.36%8.43%19.56%Q2 2015Q3 202334
Blue Chip Partners, LLC 3040.03%0.39%8.28%Q4 2014Q3 202334
CIBC WORLD MARKET INC. 23110.00%0.03%0.06%Q4 2014Q3 202334
Brookstone Capital Management 3110.01%0.45%1.44%Q4 2013Q3 202334
Peak Asset Management, LLC 34340.08%0.48%0.72%Q4 2014Q1 202334
Community Bank, N.A. 2950.00%0.29%1.83%Q4 2014Q3 202334
MILLENNIUM MANAGEMENT LLC 3010.00%0.01%0.03%Q2 2013Q2 202334
Lenox Wealth Advisors, LLC 3130.03%0.23%1.14%Q2 2013Q1 202234
Institute for Wealth Management, LLC. 1940.05%3.38%13.98%Q2 2013Q3 202334
King Wealth Management Group 34340.14%0.44%0.79%Q2 2015Q3 202334
Winfield Associates, Inc. 34340.52%2.68%4.99%Q4 2013Q1 202234
Clark Capital Management Group, Inc. 34340.01%0.01%0.03%Q3 2013Q4 202134
CADINHA & CO LLC 34340.06%0.29%1.11%Q2 2015Q3 202334
VOYA INVESTMENT MANAGEMENT LLC 3210.01%0.04%0.12%Q4 2014Q3 202333
BADGLEY PHELPS & BELL INC 33330.02%0.09%0.15%Q2 2013Q2 202133
PEAPACK GLADSTONE FINANCIAL CORP 33330.01%0.03%0.14%Q3 2015Q3 202333
CITY HOLDING CO 33330.02%0.05%0.11%Q3 2015Q3 202333
Family Capital Trust Co 33330.01%1.86%2.63%Q3 2015Q3 202333
FIRST TRUST ADVISORS LP 3210.00%0.00%0.02%Q4 2013Q3 202333
SECURITY NATIONAL TRUST CO 33330.01%0.01%0.04%Q2 2013Q2 202133
PICTET ASSET MANAGEMENT LTD 33330.02%0.16%0.33%Q2 2013Q2 202133
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2040.44%6.36%10.00%Q1 2015Q3 202333
FORVIS Wealth Advisors, LLC 3120.04%0.54%2.68%Q1 2015Q3 202333
Keel Point, LLC 33330.69%3.98%11.12%Q3 2015Q3 202333
TWIN FOCUS CAPITAL PARTNERS, LLC 33330.75%2.01%4.02%Q3 2015Q3 202333
Roble, Belko & Company, Inc 2940.00%0.02%0.06%Q1 2015Q3 202333
ASPIRIANT, LLC 2310.02%0.35%1.20%Q2 2013Q3 202333
RFG Advisory, LLC 3210.03%3.78%24.32%Q4 2014Q3 202333
Evercore Wealth Management, LLC 3210.00%0.03%0.08%Q2 2013Q3 202233
HALBERT HARGROVE GLOBAL ADVISORS, LLC 18150.03%14.20%58.74%Q2 2015Q3 202333
Wunderlich Capital Managemnt 33330.05%3.70%5.59%Q3 2015Q3 202333
EFG Asset Management (Americas) Corp. 33330.09%0.31%0.49%Q2 2015Q2 202333
QS Investors, LLC 33330.36%3.91%5.98%Q2 2013Q2 202133
Sarasin & Partners LLP 19140.05%0.08%0.13%Q2 2013Q3 202133
Winch Advisory Services, LLC 2910.00%0.02%0.05%Q1 2014Q3 202333
Perigon Wealth Management, LLC 1610.04%0.36%0.95%Q3 2011Q3 202333
Lowe Wealth Advisors, LLC 33330.01%0.10%0.49%Q4 2015Q4 202333
CWM, LLC 2410.00%1.27%4.91%Q4 2013Q3 202333
CITIZENS FINANCIAL GROUP INC/RI 32320.05%0.17%0.55%Q4 2015Q3 202332
Verger Capital Management LLC 32325.54%14.03%17.85%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.04%0.19%0.36%Q4 2015Q3 202332
Grove Bank & Trust 32320.29%1.11%2.38%Q4 2015Q3 202332
NORTH AMERICAN MANAGEMENT CORP 32320.07%1.23%2.38%Q2 2013Q1 202132
Private Ocean, LLC 2110.01%0.40%0.71%Q4 2013Q3 202332
Anchor Investment Management, LLC 32320.00%0.08%0.47%Q1 2016Q4 202332
Jackson, Grant Investment Advisers, Inc. 32321.68%3.25%5.44%Q4 2015Q3 202332
Advisors Preferred, LLC 17150.26%0.86%2.50%Q4 2013Q4 202132
Regal Wealth Group, Inc. 32323.18%5.36%7.17%Q4 2015Q3 202332
DAVENPORT & Co LLC 3110.00%0.02%0.05%Q3 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.17%0.72%1.37%Q4 2015Q3 202332
Harbour Capital Advisors, LLC 1540.07%0.33%0.76%Q1 2013Q1 202232
MEEDER ASSET MANAGEMENT INC 2810.01%1.94%4.63%Q4 2013Q3 202332
AE Wealth Management LLC 28280.00%1.24%10.79%Q4 2016Q3 202332
MATHER GROUP, LLC. 3110.01%0.21%0.94%Q2 2013Q3 202332
Cetera Investment Advisers 32320.45%1.31%2.68%Q4 2015Q3 202332
GIRARD PARTNERS LTD. 32320.02%0.52%2.14%Q3 2015Q2 202332
Fisher Asset Management, LLC 2810.00%0.02%0.05%Q2 2013Q3 202332
SENTINEL TRUST CO LBA 3110.03%1.41%2.91%Q2 2013Q2 202232
JFS WEALTH ADVISORS, LLC 32324.02%5.32%7.48%Q4 2015Q3 202332
Paragon Capital Management Ltd 1450.18%1.52%4.55%Q3 2013Q1 202232
Fort Point Capital Partners LLC 18140.11%1.88%5.73%Q3 2014Q3 202332
Colorado Capital Management, Inc. 32320.16%0.75%1.60%Q4 2015Q3 202332
CENTRAL BANK & TRUST CO 32320.02%3.37%7.71%Q4 2015Q3 202332
HBK Sorce Advisory LLC 3110.10%0.28%0.62%Q4 2013Q3 202332
UMB Bank, n.a. 32320.04%0.09%0.16%Q4 2015Q3 202332
FIRST FOUNDATION ADVISORS 2120.01%0.24%0.83%Q4 2014Q3 202332
NEXT Financial Group, Inc 31310.01%0.29%0.82%Q2 2014Q4 202131
WEALTHSOURCE PARTNERS, LLC 31310.09%1.35%4.46%Q1 2016Q3 202331
Sensible Financial Planning & Management, LLC. 31310.16%2.48%10.32%Q3 2014Q1 202231
BANK OF HAWAII 31310.30%1.20%1.77%Q1 2016Q3 202331
Quantitative Advantage, LLC 31310.30%1.37%2.91%Q1 2014Q3 202131
MONETA GROUP INVESTMENT ADVISORS LLC 2560.12%0.30%0.41%Q4 2015Q3 202331
Ancora Advisors LLC 31310.04%0.21%0.37%Q1 2016Q3 202331
Tradewinds Capital Management, LLC 1920.00%0.47%7.20%Q4 2013Q3 202331
Asset Dedication, LLC 2650.00%0.32%1.12%Q4 2015Q3 202331
Bray Capital Advisors 1830.01%0.04%0.10%Q1 2015Q3 202331
Financial Architects, Inc 2410.01%0.03%0.06%Q2 2013Q2 202331
Crestwood Advisors Group, LLC 2710.05%0.38%0.78%Q2 2013Q3 202331
Neuberger Berman Group LLC 2380.00%0.00%0.01%Q1 2015Q3 202331
M Holdings Securities, Inc. 2240.02%0.46%1.40%Q4 2013Q1 202331
Geneos Wealth Management Inc. 31310.29%0.86%2.10%Q1 2016Q3 202331
Integrated Investment Consultants, LLC 2380.19%0.72%1.41%Q4 2015Q3 202331
GM Advisory Group, LLC 2110.10%2.27%10.20%Q1 2015Q3 202331
Chicago Partners Investment Group LLC 1650.01%0.16%0.76%Q4 2014Q3 202331
IFP Advisors, Inc 17140.08%0.62%1.71%Q4 2015Q3 202331
Whitegate Investment Counselors, Inc. 3010.85%2.17%4.98%Q1 2014Q3 202331
BUCKINGHAM STRATEGIC WEALTH, LLC 2010.01%0.13%0.85%Q2 2013Q3 202331
Parallax Volatility Advisers, L.P. 1960.00%0.00%0.01%Q4 2014Q4 202231
WATERS PARKERSON & CO., LLC 2920.01%0.02%0.03%Q1 2015Q3 202331
Peak Financial Management, Inc. 3013.84%4.80%7.19%Q4 2015Q3 202331
TELEMUS CAPITAL, LLC 31310.02%0.20%0.76%Q1 2016Q3 202331
High Falls Advisors, Inc 31310.06%2.67%6.13%Q4 2015Q2 202331
ING GROEP NV 1810.02%1.73%7.52%Q1 2013Q2 202230
BEACON INVESTMENT ADVISORY SERVICES, INC. 30300.02%0.43%2.73%Q2 2016Q3 202330
Koshinski Asset Management, Inc. 2120.07%0.16%0.31%Q4 2014Q3 202330
ALERUS FINANCIAL NA 30305.77%7.30%8.34%Q2 2016Q3 202330
One Capital Management, LLC 2510.12%1.47%4.70%Q1 2014Q3 202330
ETRADE Capital Management LLC 30306.36%9.46%13.13%Q2 2013Q3 202030
Filament LLC 30300.14%0.35%0.63%Q2 2013Q3 202030
TRUE Private Wealth Advisors 2550.16%2.78%9.91%Q4 2015Q3 202330
Krilogy Financial LLC 2910.03%0.12%0.41%Q3 2015Q1 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30302.21%5.21%8.98%Q2 2013Q3 202030
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2810.00%14.30%19.33%Q3 2013Q3 202330
First Allied Advisory Services, Inc. 30300.10%1.00%2.01%Q2 2013Q3 202030
Snowden Capital Advisors LLC 2280.03%0.22%1.24%Q1 2016Q3 202330
SouthState Corp 1520.01%0.22%0.94%Q2 2013Q3 202330
Darwin Wealth Management, LLC 30300.06%1.50%3.89%Q2 2016Q3 202330
Wealthcare Advisory Partners LLC 30300.34%3.74%10.34%Q2 2016Q3 202330
STOCK YARDS BANK & TRUST CO 2410.04%0.48%1.07%Q3 2013Q3 202329
PLANNING ALTERNATIVES LTD /ADV 29290.08%0.76%1.13%Q1 2014Q1 202129
SCHRODER INVESTMENT MANAGEMENT GROUP 1120.02%0.10%0.20%Q2 2013Q3 202329
Freestone Capital Holdings, LLC 2720.17%2.33%4.95%Q3 2015Q3 202329
Stearns Financial Services Group 16130.03%0.14%0.36%Q2 2013Q3 202029
Cable Hill Partners, LLC 2360.17%18.57%30.86%Q2 2016Q3 202329
Polaris Wealth Advisory Group, LLC 1810.00%2.16%5.21%Q4 2013Q2 202129
FCA CORP /TX 2810.14%0.49%2.06%Q2 2013Q4 202129
Horan Securities, Inc. 1560.04%1.04%2.92%Q1 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.03%0.15%Q3 2013Q3 202329
CENTRAL TRUST Co 1710.00%0.02%0.06%Q4 2013Q3 202329
NewEdge Advisors, LLC 29290.08%1.29%3.39%Q3 2016Q3 202329
CAPRIN ASSET MANAGEMENT LLC /ADV 29295.03%8.73%15.50%Q4 2015Q4 202229
Homrich & Berg 29290.03%0.08%0.18%Q3 2014Q3 202129
Mechanics Bank Trust Department 29290.61%1.07%1.57%Q3 2016Q3 202329
Barrett Asset Management, LLC 29290.00%0.00%0.02%Q3 2014Q3 202129
USCA RIA LLC 2810.06%2.42%5.76%Q2 2013Q2 202129
Estate Counselors, LLC 1420.05%1.19%4.77%Q2 2013Q4 202229
IndexIQ Advisors LLC 29290.00%3.65%12.15%Q2 2013Q2 202029
Brouwer & Janachowski, LLC 29290.04%0.27%0.97%Q4 2013Q4 202029
Glenview Trust Co 28280.01%0.02%0.06%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28288.10%10.66%13.65%Q1 2016Q4 202228
Wilshire Advisors LLC 2085.36%10.72%17.25%Q2 2016Q3 202328
Hilltop Holdings Inc. 1110.08%0.73%4.58%Q1 2015Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.24%1.60%8.66%Q4 2016Q3 202328
Karp Capital Management Corp 2130.04%1.22%5.18%Q4 2014Q3 202228
AUA CAPITAL MANAGEMENT, LLC 28280.29%1.35%2.52%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28280.86%3.57%6.32%Q4 2016Q3 202328
DT Investment Partners, LLC 2320.02%8.29%14.48%Q2 2013Q3 202328
FARR MILLER & WASHINGTON LLC/DC 28280.13%0.45%0.60%Q4 2014Q3 202128
IHT Wealth Management, LLC 28280.00%0.49%1.24%Q4 2016Q3 202328
Pflug Koory, LLC 28280.01%0.01%0.01%Q4 2016Q3 202328
Aveo Capital Partners, LLC 28280.90%3.60%12.94%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.34%0.72%1.28%Q4 2016Q3 202328
SigFig Wealth Management, LLC 28284.82%12.35%20.69%Q4 2016Q3 202328
Smith Affiliated Capital Corp. 2620.00%0.05%0.27%Q2 2010Q3 201728
LEVEL FOUR ADVISORY SERVICES, LLC 28280.21%0.52%1.27%Q4 2016Q3 202328
Shepherd Financial Partners LLC 28280.09%1.36%3.67%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.06%2.05%5.26%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.18%0.67%1.54%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.08%0.67%2.14%Q4 2016Q3 202328
Windham Capital Management, LLC 1990.08%9.13%30.37%Q2 2014Q3 202328
Milliman Financial Risk Management LLC 28282.39%15.07%21.48%Q4 2015Q3 202228
APPLETON PARTNERS INC/MA 28280.02%0.60%2.05%Q1 2017Q4 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.13%0.42%0.73%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.15%0.92%2.26%Q4 2016Q3 202328
Carnegie Capital Asset Management, LLC 28280.02%0.04%0.05%Q4 2016Q3 202328
Valmark Advisers, Inc. 28280.01%0.19%0.51%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.05%0.15%0.38%Q3 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.15%0.49%Q4 2016Q3 202328
TOTAL INVESTMENT MANAGEMENT INC 28280.16%0.76%10.96%Q4 2016Q3 202328
Lee Financial Co 28280.04%2.42%6.17%Q4 2016Q3 202328
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2210.11%0.39%1.11%Q4 2014Q3 202228
JANICZEK WEALTH MANAGEMENT, LLC 28283.43%9.95%19.12%Q4 2016Q3 202328
GREENLEAF TRUST 28280.00%0.02%0.11%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.51%0.65%1.04%Q2 2013Q1 202028
RKL Wealth Management LLC 28280.09%0.26%0.58%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.02%0.34%4.12%Q4 2016Q3 202328
Betterment LLC 2620.00%1.95%2.75%Q4 2014Q3 202328
Stone House Investment Management, LLC 15120.13%4.08%7.85%Q4 2016Q3 202327
Continuum Advisory, LLC 27270.06%1.17%3.62%Q1 2017Q3 202327
EDMOND DE ROTHSCHILD HOLDING S.A. 15120.00%0.02%0.12%Q2 2015Q3 202327
AllSquare Wealth Management LLC 2520.01%0.02%0.04%Q4 2016Q3 202327
Lido Advisors, LLC 1980.01%0.16%1.09%Q2 2016Q3 202327
CWA Asset Management Group, LLC 14130.05%0.28%0.72%Q4 2016Q3 202327
Smith & Howard Wealth Management, LLC 1730.00%6.07%14.39%Q2 2013Q3 202327
Concorde Asset Management, LLC 2410.16%0.57%1.19%Q2 2015Q3 202327
Harel Insurance Investments & Financial Services Ltd. 1150.00%0.02%0.08%Q4 2015Q3 202327
Pekin Hardy Strauss, Inc. 27270.04%0.30%0.86%Q3 2015Q1 202227
AJ WEALTH STRATEGIES, LLC 27270.28%6.39%14.11%Q4 2016Q2 202327
PATHSTONE FAMILY OFFICE, LLC 1940.00%0.08%0.86%Q2 2013Q3 202327
Cordasco Financial Network 27270.04%0.95%1.80%Q4 2015Q2 202227
Orgel Wealth Management, LLC 27270.07%1.30%5.95%Q4 2016Q2 202327
CKW FINANCIAL GROUP 2610.03%0.32%0.56%Q2 2015Q3 202227
Sheaff Brock Investment Advisors, LLC 27270.02%0.03%0.09%Q1 2017Q3 202327
NewFocus Financial Group, LLC 27270.20%0.36%0.53%Q2 2014Q4 202027
Global Retirement Partners, LLC 2070.37%0.69%2.05%Q4 2016Q3 202327
Proficio Capital Partners LLC 2010.00%0.44%2.85%Q1 2016Q2 202327
QUATTRO FINANCIAL ADVISORS LLC 27270.00%8.14%21.23%Q1 2017Q3 202327
BURNEY CO/ 2610.01%0.05%0.11%Q2 2015Q3 202327
Ballentine Partners, LLC 2610.00%0.12%0.21%Q2 2016Q3 202327
WealthPLAN Partners, LLC 1910.02%0.12%0.23%Q4 2015Q4 202327
LCNB CORP 2160.14%0.32%0.79%Q4 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.07%0.09%0.16%Q1 2017Q3 202327
Kingsview Wealth Management, LLC 2060.00%1.51%3.54%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.22%0.38%0.52%Q2 2013Q4 201927
MASSMUTUAL TRUST CO FSB/ADV 2520.00%0.09%0.32%Q4 2016Q4 202327
MISSION WEALTH MANAGEMENT, LP 27270.05%0.71%3.14%Q1 2017Q3 202327
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 14130.15%2.49%7.74%Q2 2013Q3 202327
Artemis Wealth Advisors, LLC 27270.00%0.09%0.53%Q1 2017Q3 202327
BANQUE PICTET & CIE SA 2430.00%0.07%0.17%Q2 2014Q1 202327
Fortis Advisors, LLC 26260.03%1.70%4.85%Q2 2017Q3 202326
Fund Evaluation Group, LLC 2310.03%2.90%6.65%Q1 2015Q3 202326
New Capital Management LP 1810.95%2.33%9.00%Q4 2016Q3 202326
Regis Management CO LLC 1830.08%0.78%1.88%Q1 2013Q3 202326
Carroll Financial Associates, Inc. 26260.01%0.04%0.14%Q3 2015Q4 202126
Essex Financial Services, Inc. 1110.03%0.19%0.46%Q2 2013Q1 202226
JANUS HENDERSON GROUP PLC 26260.02%0.08%0.18%Q2 2017Q3 202326
Syntal Capital Partners, LLC 1320.08%1.55%12.04%Q1 2014Q3 202326
MASON STREET ADVISORS, LLC 1970.01%5.49%21.32%Q1 2017Q3 202326
BB&T SECURITIES, LLC 26260.09%0.43%0.85%Q2 2013Q3 201926
StrategIQ Financial Group, LLC 26260.03%0.12%0.20%Q2 2017Q3 202326
Partnervest Advisory Services LLC 1880.02%1.51%5.02%Q2 2013Q3 202026
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26261.11%3.37%9.52%Q2 2017Q3 202326
Tower Research Capital LLC (TRC) 1510.00%0.05%0.19%Q2 2016Q3 202326
OARSMAN CAPITAL, INC. 26260.11%0.70%1.28%Q2 2013Q3 201926
BerganKDV Wealth Management, LLC 26260.11%1.74%3.91%Q1 2017Q2 202326
Sand Hill Global Advisors, LLC 26260.21%1.99%3.78%Q2 2017Q3 202326
Founders Capital Management 13130.04%0.95%3.64%Q1 2017Q4 202326
JNBA Financial Advisors 810.00%0.02%0.06%Q2 2013Q3 202326
SUNTRUST BANKS INC 26260.33%0.62%0.85%Q2 2013Q3 201926
Advocacy Wealth Management Services, LLC 1710.00%4.98%21.33%Q2 2013Q3 202326
GAMBLE JONES INVESTMENT COUNSEL 26260.02%0.04%0.07%Q2 2013Q3 201926
Mirae Asset Global Investments Co., Ltd. 26260.10%0.56%1.58%Q2 2017Q3 202326
FIRST INTERSTATE BANK 1510.00%0.20%0.34%Q1 2016Q3 202326
Providence First Trust Co 26262.75%4.38%5.52%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.41%0.67%1.55%Q2 2017Q3 202326
Alliance Wealth Management Group 1910.17%1.13%4.60%Q4 2015Q2 202326
MPS Loria Financial Planners, LLC 26261.00%2.75%7.80%Q2 2017Q3 202326
SRS Capital Advisors, Inc. 1070.05%2.31%18.18%Q4 2016Q3 202326
OneDigital Investment Advisors LLC 26260.01%0.14%0.30%Q2 2017Q3 202326
ROPES WEALTH ADVISORS LLC 1410.00%0.04%0.08%Q1 2015Q2 202226
LifePlan Financial Group, Inc 2240.02%0.95%3.40%Q2 2013Q3 202026
BOK Financial Private Wealth, Inc. 1690.03%0.37%1.81%Q2 2016Q3 202325
Valeo Financial Advisors, LLC 25250.03%0.17%1.55%Q3 2017Q3 202325
Edgemoor Investment Advisors, Inc. 25250.04%1.31%2.98%Q3 2017Q3 202325
Astor Investment Management LLC 1110.08%2.13%6.76%Q1 2014Q1 202225
Garde Capital, Inc. 25250.52%0.72%0.85%Q2 2014Q2 202025
Crestone Asset Management LLC 25250.04%0.89%2.17%Q4 2016Q4 202225
FormulaFolio Investments, LLC 2140.14%2.64%11.76%Q4 2014Q2 202125
Madden Advisory Services, Inc. 1510.00%2.10%6.70%Q2 2013Q3 202325
MONROE BANK & TRUST/MI 25256.78%17.80%23.99%Q2 2013Q2 201925
Kistler-Tiffany Companies, LLC 1610.00%0.02%0.15%Q2 2013Q2 202325
Goldstein Munger & Associates 1690.09%0.31%0.71%Q4 2009Q4 201625
ROCKLAND TRUST CO 2050.03%0.62%2.11%Q4 2015Q3 202325
Burt Wealth Advisors 25250.02%0.11%0.22%Q4 2014Q4 202025
Vivaldi Capital Management LP 2410.00%0.19%0.66%Q1 2017Q3 202325
United Bank 25250.16%0.23%0.35%Q3 2017Q3 202325
Confluence Wealth Management LLC 2410.19%3.56%7.11%Q1 2014Q3 202025
Stockman Wealth Management, Inc. 25250.15%0.27%0.40%Q3 2017Q3 202325
Boston Partners 24240.00%0.04%0.05%Q4 2017Q3 202325
JOHNSON INVESTMENT COUNSEL INC 25250.12%0.29%0.67%Q2 2013Q2 201925
SHUFRO ROSE & CO LLC 1780.02%0.07%0.22%Q1 2016Q2 202325
TIAA, FSB 25250.99%2.09%3.34%Q2 2017Q2 202325
CAHABA WEALTH MANAGEMENT, INC. 252513.49%19.92%27.39%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.13%0.93%2.82%Q2 2017Q2 202325
UNITED SERVICES AUTOMOBILE ASSOCIATION 2210.02%1.74%16.75%Q3 2015Q3 202325
AlphaStar Capital Management, LLC 25250.10%0.66%3.23%Q3 2017Q3 202325
Litman Gregory Wealth Management LLC 2210.02%2.12%4.26%Q4 2016Q3 202325
SVA Wealth Management, LLC 25250.22%0.33%0.56%Q4 2014Q4 202025
STEPHENS INC /AR/ 2230.04%0.09%0.28%Q2 2013Q3 202325
Riggs Asset Managment Co. Inc. 1690.00%0.12%0.68%Q3 2014Q3 202325
Friedenthal Financial 1320.22%0.73%3.12%Q4 2013Q1 202325
Veritable, L.P. 1680.01%0.01%0.04%Q4 2012Q2 202324
Front Row Advisors LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24240.24%1.31%2.55%Q4 2017Q3 202324
Ballew Advisors, Inc 24240.29%2.44%3.64%Q4 2017Q3 202324
Gryphon Financial Partners LLC 24240.25%0.48%1.43%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24240.06%0.31%0.52%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24241.44%4.00%7.48%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.20%0.49%1.10%Q4 2017Q3 202324
Ellenbecker Investment Group 24246.74%11.62%17.85%Q4 2017Q3 202324
Columbus Macro, LLC 24240.22%2.22%4.66%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.33%1.35%12.10%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.20%0.59%1.02%Q4 2017Q3 202324
Successful Portfolios LLC 24240.31%0.61%1.08%Q4 2017Q3 202324
Bogart Wealth, LLC 24240.00%0.07%0.20%Q4 2017Q3 202324
Howard Capital Management Inc. 24241.57%6.62%13.83%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Financial Advisors Network, Inc. 1710.09%1.03%2.97%Q4 2016Q3 202324
Integrated Wealth Concepts LLC 24240.13%0.66%2.24%Q4 2017Q3 202324
Lutz Financial Services LLC 24240.20%0.98%3.99%Q4 2017Q3 202324
Avondale Wealth Management 24240.12%2.02%16.80%Q4 2017Q3 202324
Meridian Wealth Management, LLC 1810.09%0.22%0.39%Q4 2016Q3 202324
NVWM, LLC 24240.00%0.15%0.29%Q4 2017Q3 202324
GenTrust, LLC 24240.14%0.78%4.24%Q4 2017Q3 202324
Avalon Investment & Advisory 2220.02%0.03%0.07%Q4 2016Q1 202324
Mascoma Wealth Management LLC 12120.01%4.32%9.02%Q4 2016Q3 202324
DIVIDEND ASSETS CAPITAL, LLC 1330.00%0.01%0.02%Q2 2013Q1 202224
Mutual Advisors, LLC 24240.25%1.09%2.37%Q4 2017Q3 202324
Jacobi Capital Management LLC 2220.02%0.76%5.43%Q2 2016Q3 202324
V Wealth Advisors LLC 1920.02%1.06%3.00%Q1 2016Q3 202324
AdvisorNet Financial, Inc 24240.03%0.41%0.87%Q4 2017Q3 202324
Perella Weinberg Partners Capital Management LP 1950.45%1.20%2.57%Q1 2017Q3 202324
WealthTrust Fairport, LLC 24240.09%0.64%0.90%Q2 2013Q1 201924
Palisade Asset Management, LLC 24240.05%0.08%0.12%Q4 2017Q3 202324
TRUST CO OF VIRGINIA /VA 2040.03%0.05%0.15%Q3 2017Q3 202324
Bison Wealth, LLC 14100.02%0.15%0.23%Q2 2016Q2 202224
Sunbelt Securities, Inc. 2110.02%0.42%1.68%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.29%0.40%0.60%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24241.62%2.38%3.82%Q4 2017Q3 202324
SEI INVESTMENTS CO 1810.00%0.01%0.06%Q4 2014Q4 202124
FIRST CITIZENS BANK & TRUST CO 24240.04%1.88%15.09%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.30%1.18%2.59%Q4 2017Q3 202324
Van Hulzen Asset Management, LLC 1510.06%1.67%4.09%Q4 2013Q3 202324
Pictet North America Advisors SA 24240.04%0.06%0.08%Q2 2017Q1 202324
Westside Investment Management, Inc. 1510.02%1.99%8.57%Q4 2016Q3 202324
Capstone Financial Advisors, Inc. 1060.06%1.13%7.36%Q4 2014Q3 202324
BOKF, NA 1590.19%0.65%2.39%Q3 2017Q3 202324
Pinnacle Advisory Group, Inc. 1810.02%0.51%2.70%Q1 2014Q1 202124
SYM FINANCIAL Corp 24240.05%4.47%14.72%Q4 2017Q3 202324
Fiera Capital Corp 2310.00%0.00%0.01%Q4 2016Q3 202324
Retirement Systems of Alabama 24240.00%0.01%0.01%Q4 2017Q3 202324
Gateway Advisory, LLC 2010.06%0.22%1.03%Q4 2015Q3 202324
TOTH FINANCIAL ADVISORY CORP 24240.01%0.03%0.07%Q4 2017Q3 202324
NAPLES GLOBAL ADVISORS, LLC 24240.06%0.10%0.15%Q1 2016Q4 202124
DIMENSION CAPITAL MANAGEMENT LLC 2220.04%0.37%1.38%Q1 2017Q1 202324
W.G. Shaheen & Associates DBA Whitney & Co 1950.05%2.10%6.06%Q2 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.02%0.06%0.36%Q4 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.10%0.25%1.83%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.51%1.08%Q4 2017Q3 202324
PineBridge Investments, L.P. 24240.01%0.03%0.06%Q4 2017Q3 202324
RPg Family Wealth Advisory, LLC 1240.01%0.18%1.18%Q4 2015Q1 202224
Sigma Investment Management Co 242415.46%30.65%46.64%Q1 2013Q4 201824
PRUDENTIAL PLC 1340.00%0.07%0.45%Q2 2013Q3 202324
JOHN G ULLMAN & ASSOCIATES INC 2110.04%0.21%0.42%Q1 2015Q1 202224
TD Ameritrade Trust Co 24240.71%3.01%4.28%Q2 2013Q1 201924
INR ADVISORY SERVICES LLC 24240.01%0.10%0.40%Q2 2013Q1 201924
GREATMARK INVESTMENT PARTNERS, INC. 24240.20%0.39%0.90%Q2 2013Q1 201924
PACIFIC FINANCIAL GROUP INC 2020.32%1.52%3.45%Q4 2014Q3 202324
Sound Income Strategies, LLC 24240.00%0.07%0.19%Q4 2017Q3 202324
Larson Financial Group LLC 24240.18%0.66%1.49%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.22%0.71%1.28%Q4 2017Q3 202324
Midwest Professional Planners, LTD. 24244.21%6.53%9.44%Q4 2017Q3 202324
Ballast, Inc. 24240.29%0.81%2.05%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.22%0.58%0.85%Q4 2017Q3 202324
Virtue Capital Management, LLC 24240.18%10.32%71.69%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.01%0.51%1.58%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.84%1.32%2.45%Q4 2017Q3 202324
Divergent Wealth Advisors 24243.06%9.34%15.31%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.40%2.05%4.81%Q4 2017Q3 202324
Westwind Capital 24240.02%0.13%1.63%Q1 2018Q4 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.38%1.02%Q1 2018Q3 202323
CONNABLE OFFICE INC 1510.04%1.20%4.23%Q3 2015Q3 202323
Personal Capital Advisors Corp 2210.01%0.05%0.30%Q2 2015Q4 202223
Capital Advisory Group Advisory Services, LLC 23230.49%1.30%3.54%Q1 2018Q3 202323
PINNACLE FINANCIAL PARTNERS INC 23230.02%0.05%0.12%Q1 2018Q3 202323
STEEL GROVE CAPITAL ADVISORS, LLC 920.03%0.53%2.19%Q2 2016Q3 202323
ALTFEST L J & CO INC 23230.10%0.16%0.35%Q1 2018Q3 202323
SHELTON CAPITAL MANAGEMENT 23230.04%0.09%0.21%Q2 2013Q4 201823
Mitsubishi UFJ Trust & Banking Corp 23230.04%0.24%0.41%Q1 2018Q3 202323
Chesapeake Wealth Management 23234.82%6.14%7.42%Q1 2018Q3 202323
Hanson & Doremus Investment Management 2030.01%0.07%0.28%Q4 2017Q3 202323
PFS INVESTMENTS INC. 23230.03%0.56%1.18%Q4 2017Q2 202323
Alpha Cubed Investments, LLC 1940.12%0.71%1.96%Q2 2016Q3 202323
TRUST CO OF TOLEDO NA /OH/ 1940.04%0.13%0.21%Q2 2013Q4 202323
Ridgewood Investments LLC 2120.10%0.22%0.34%Q4 2016Q2 202323
Leonetti & Associates, LLC 23230.10%7.85%10.17%Q2 2013Q4 201823
CALTON & ASSOCIATES, INC. 23230.27%1.86%4.70%Q4 2017Q2 202323
1834 INVESTMENT ADVISORS CO 23230.02%0.03%0.05%Q2 2017Q4 202223
BROWN BROTHERS HARRIMAN & CO 1310.00%0.00%0.00%Q1 2014Q3 202323
Rampart Investment Management Company, LLC 23230.03%0.24%0.99%Q4 2014Q2 202023
HL FINANCIAL SERVICES LLC 1850.20%0.34%0.64%Q2 2013Q1 201923
UBS ASSET MANAGEMENT AMERICAS INC 1840.00%0.01%0.03%Q3 2013Q3 201923
Ironwood Wealth Management, LLC. 2210.02%0.18%0.37%Q3 2017Q3 202323
Holistic Financial Partners 1580.34%0.97%1.94%Q4 2017Q3 202323
RiverFront Investment Group, LLC 810.01%0.47%4.58%Q4 2010Q3 202323
McAdam, LLC 23230.21%0.42%0.64%Q1 2018Q3 202323
Sowell Financial Services LLC 1020.45%1.19%2.73%Q4 2016Q3 202323
Telos Capital Management, Inc. 1410.03%0.52%0.98%Q1 2014Q1 202223
Silverleafe Capital Partners, LLC 1711.96%6.35%9.64%Q4 2017Q4 202323
Wealth Architects, LLC 1320.04%0.18%0.48%Q4 2014Q2 202223
MAKENA CAPITAL MANAGEMENT LLC 1940.34%2.08%6.23%Q1 2014Q3 202023
VAN ECK ASSOCIATES CORP 23230.00%0.02%0.06%Q2 2016Q4 202123
PITTENGER & ANDERSON INC 2030.00%0.01%0.02%Q4 2014Q3 202323
CreativeOne Wealth, LLC 23230.12%0.25%0.60%Q1 2018Q3 202323
LVW Advisors, LLC 23230.05%4.44%7.52%Q4 2014Q2 202023
BREMER TRUST NATIONAL ASSOCIATION 23230.06%2.09%4.82%Q2 2013Q4 201823
Rockefeller Capital Management L.P. 23230.01%0.08%0.17%Q1 2018Q3 202323
Compass Financial Group, Inc. 12110.82%3.07%4.92%Q4 2015Q3 202323
WEST PACES ADVISORS INC. 23230.01%0.38%0.72%Q4 2016Q2 202223
GRIMES & COMPANY, INC. 23230.03%0.77%7.74%Q1 2018Q3 202323
Fiduciary Trust Co International of Pennsylvania 1710.11%0.31%0.99%Q2 2013Q1 202022
ARCADIA INVESTMENT MANAGEMENT CORP/MI 2110.01%0.08%0.20%Q3 2016Q4 202222
Cardan Capital Partners, LLC 22220.41%1.47%4.58%Q4 2015Q1 202122
CAPE COD FIVE CENTS SAVINGS BANK 22220.06%0.17%0.65%Q2 2013Q3 201822
NTV ASSET MANAGEMENT LLC 1030.04%0.10%0.21%Q2 2013Q3 202322
PFG Advisors 1750.28%1.04%3.50%Q4 2017Q3 202322
Paragon Capital Management LLC 1391.00%1.54%2.42%Q2 2015Q3 202122
Redwood Investment Management, LLC 1570.27%2.48%8.71%Q4 2017Q3 202322
JACOBSON & SCHMITT ADVISORS, LLC 22220.12%1.46%4.94%Q4 2016Q1 202222
Foothills Asset Management, Ltd. 22220.16%0.48%0.94%Q4 2014Q1 202022
PRINCIPAL FINANCIAL GROUP INC 810.00%0.01%0.02%Q3 2013Q3 202322
WESTWOOD HOLDINGS GROUP INC 2110.00%0.05%0.22%Q2 2017Q3 202322
Quad-Cities Investment Group, LLC 22220.02%0.53%0.96%Q2 2018Q3 202322
Avior Wealth Management, LLC 1810.00%0.12%0.34%Q1 2015Q3 202322
Alexandria Capital, LLC 22220.01%0.03%0.08%Q2 2013Q3 201822
Rothschild Capital Partners, LLC 1930.13%1.67%7.44%Q2 2017Q3 202322
RWA WEALTH PARTNERS, LLC 22220.01%0.78%2.24%Q1 2017Q2 202222
Stewardship Financial Advisors, LLC 22220.05%3.89%7.78%Q4 2015Q1 202122
Frontier Wealth Management LLC 1130.00%0.10%0.31%Q3 2015Q2 202222
Arbor Investment Advisors, LLC 2110.10%0.75%1.75%Q4 2015Q3 202322
Bryn Mawr Capital Management, LLC 1840.05%0.55%3.59%Q4 2016Q3 202322
CEDAR CAPITAL, LLC 22220.16%1.85%7.62%Q2 2016Q3 202122
MACROVIEW INVESTMENT MANAGEMENT LLC 1390.00%0.25%2.07%Q4 2016Q3 202322
Strategic Wealth Partners, Ltd. 22220.02%0.35%1.04%Q4 2017Q1 202322
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1750.05%0.13%0.28%Q1 2017Q3 202322
RiverGlades Family Offices LLC 1443.55%5.41%8.91%Q4 2017Q3 202322
1832 Asset Management L.P. 1410.00%0.09%1.07%Q1 2014Q3 202322
Newman Dignan & Sheerar, Inc. 22220.01%0.35%0.98%Q3 2015Q4 202022
NORTHWEST INVESTMENT COUNSELORS, LLC 1010.00%0.09%0.20%Q1 2015Q3 202322
BTC Capital Management, Inc. 2110.12%0.19%0.44%Q1 2018Q3 202322
WINTRUST INVESTMENTS LLC 920.02%0.42%1.87%Q2 2016Q3 202322
MGO ONE SEVEN LLC 2020.02%0.12%0.30%Q4 2017Q3 202322
Belpointe Asset Management LLC 1820.02%0.22%0.63%Q3 2017Q3 202322
Eldridge Investment Advisors, Inc. 2010.21%2.84%5.40%Q4 2017Q1 202321
Summit X, LLC 21210.03%1.28%2.82%Q3 2018Q3 202321
MACKENZIE FINANCIAL CORP 11100.02%0.19%0.35%Q4 2017Q3 202321
RED CEDAR INVESTMENT MANAGEMENT, LLC 21210.38%2.10%11.88%Q3 2018Q3 202321
Starfire Investment Advisers, Inc. 11100.20%0.48%0.82%Q1 2015Q2 202021
Janney Capital Management LLC 1810.01%0.03%0.06%Q4 2015Q4 202221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.35%1.14%2.69%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.33%0.46%1.00%Q1 2017Q3 202321
AMERICAN NATIONAL BANK 2010.00%0.22%0.42%Q2 2017Q3 202321
Clear Perspective Advisors, LLC 21210.08%0.22%0.57%Q4 2016Q4 202121
Fieldpoint Private Securities, LLC 2010.02%0.44%0.93%Q1 2017Q2 202221
JCIC Asset Management Inc. 1610.01%0.04%0.08%Q1 2018Q3 202321
StoneX Group Inc. 1830.22%1.40%3.88%Q3 2017Q3 202321
TWO SIGMA SECURITIES, LLC 610.00%0.11%0.50%Q4 2015Q3 202321
ARS Wealth Advisors, LLC 21210.06%2.91%7.23%Q2 2016Q2 202121
PROFFITT & GOODSON INC 21210.01%0.04%0.08%Q3 2018Q3 202321
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21210.02%2.32%7.43%Q3 2018Q3 202321
WEATHERLY ASSET MANAGEMENT L. P. 21210.03%0.07%0.13%Q3 2016Q3 202121
D.B. Root & Company, LLC 2010.13%0.55%1.43%Q4 2017Q2 202321
Simmons Bank 1910.02%0.21%0.74%Q3 2017Q3 202321
C-J Advisory, Inc. 21216.53%7.20%9.42%Q3 2016Q3 202121
Compagnie Lombard Odier SCmA 1740.00%0.06%0.16%Q1 2015Q3 202321
Claraphi Advisory Network, LLC 21210.17%0.62%1.98%Q4 2017Q4 202221
Members Trust Co 1425.43%14.27%24.12%Q2 2016Q3 202321
Stillwater Capital Advisors, LLC 21210.08%0.14%0.22%Q3 2018Q3 202321
COMERICA SECURITIES INC 1110.31%0.45%0.98%Q2 2013Q4 201821
Chandler Asset Management, Inc. 21210.48%0.71%1.26%Q3 2018Q3 202321
AFT, FORSYTH & COMPANY, INC. 1920.17%0.32%1.36%Q2 2013Q2 202221
Resource Planning Group 212110.49%17.72%24.14%Q3 2018Q3 202321
Sunesis Advisors, LLC 2016.58%10.19%14.43%Q2 2018Q3 202321
New England Investment & Retirement Group, Inc. 1220.15%1.90%7.39%Q1 2015Q3 202121
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21211.61%2.42%3.53%Q4 2017Q4 202221
Ullmann Wealth Partners Group, LLC 2010.01%0.88%1.61%Q2 2017Q3 202321
Kohmann Bosshard Financial Services, LLC 21210.11%0.83%1.66%Q3 2018Q3 202321
Legacy Private Trust Co. 2010.06%3.28%5.72%Q2 2013Q3 202321
Advisory Alpha, LLC 11100.00%0.14%0.48%Q2 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21211.12%1.77%2.41%Q3 2018Q3 202321
Atwater Malick LLC 20200.78%1.08%1.30%Q4 2018Q3 202320
Omega Financial Group, LLC 20201.60%3.03%5.30%Q4 2018Q3 202320
NYL Investors LLC 20200.12%0.85%1.74%Q4 2018Q3 202320
Archford Capital Strategies, LLC 1610.01%1.45%2.81%Q4 2014Q3 202320
Huntington Steele LLC 20200.33%0.49%0.62%Q2 2013Q1 201820
River Wealth Advisors LLC 20200.05%0.14%0.30%Q1 2018Q4 202220
Global Wealth Management Investment Advisory, Inc. 20200.78%1.95%2.61%Q4 2018Q3 202320
Guidance Point Advisors, LLC 20200.10%3.15%5.83%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.34%1.43%4.19%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20203.29%6.87%10.18%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.75%1.37%1.94%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20202.37%3.14%4.42%Q4 2018Q3 202320
MAR VISTA INVESTMENT PARTNERS LLC 20200.04%0.05%0.06%Q1 2013Q4 201720
GARRISON POINT ADVISORS, LLC 20200.73%1.07%1.77%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.97%1.93%3.15%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.15%0.50%2.85%Q4 2018Q3 202320
Covenant Multifamily Offices, LLC 1110.00%0.21%0.79%Q4 2013Q3 202120
First PREMIER Bank 20200.00%0.01%0.03%Q4 2018Q3 202320
SHAKESPEARE WEALTH MANAGEMENT, INC. 1735.73%8.25%9.25%Q3 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.16%0.74%1.73%Q4 2018Q3 202320
Bernardo Wealth Planning LLC 20200.32%0.73%2.56%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.08%0.18%0.29%Q4 2013Q3 201820
Ellis Investment Partners, LLC 20200.19%0.38%0.69%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.02%0.09%0.38%Q4 2018Q3 202320
Advisory Resource Group 20200.06%0.49%2.59%Q4 2018Q3 202320
JOYN Advisors, Inc. 710.05%0.31%1.56%Q2 2013Q1 202020
Peachtree Investment Advisors, Inc. 20200.39%2.78%5.17%Q4 2013Q3 201820
Capital Asset Advisory Services LLC 1330.19%4.51%10.50%Q4 2016Q3 202320
Claro Advisors LLC 20200.15%0.27%0.36%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.22%3.28%5.41%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.05%0.24%Q4 2018Q3 202320
Taylor Hoffman Wealth Management 20200.12%0.18%0.25%Q4 2017Q3 202220
PARK AVENUE SECURITIES LLC 1410.04%0.31%0.60%Q1 2016Q3 202320
Cresset Asset Management, LLC 20200.01%0.07%0.15%Q4 2018Q3 202320
Riverview Trust Co 20202.77%4.37%9.46%Q4 2018Q3 202320
BEACON FINANCIAL GROUP 20200.04%0.05%0.10%Q4 2017Q3 202220
Wellesley Investment Partners, LLC 20203.06%5.35%9.18%Q4 2015Q3 202020
Bristlecone Advisors, LLC 1410.04%0.87%3.75%Q4 2015Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.02%0.40%1.15%Q1 2016Q4 202020
Graves Light Lenhart Wealth, Inc. 20202.34%3.88%12.09%Q4 2018Q3 202320
PDS Planning, Inc 20200.56%3.91%6.62%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20200.24%0.70%2.42%Q4 2018Q3 202320
Full Sail Capital, LLC 20201.24%2.30%4.13%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.02%0.07%Q4 2018Q3 202320
American Investment Services, Inc. 20200.07%0.26%0.51%Q4 2018Q3 202320
SIMON QUICK ADVISORS, LLC 1910.01%0.28%1.06%Q3 2018Q3 202320
COMMERZBANK AKTIENGESELLSCHAFT /FI 1120.01%0.03%0.05%Q2 2013Q4 201920
Elwood & Goetz Wealth Advisory Group, LLC 20207.92%11.26%14.22%Q4 2018Q3 202320
SALEM INVESTMENT COUNSELORS INC 1810.00%0.01%0.03%Q3 2016Q3 202320
Angeles Investment Advisors, LLC 20200.04%1.09%18.69%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.20%1.08%Q1 2018Q3 202320
Beirne Wealth Consulting Services, LLC 20200.80%7.29%13.01%Q4 2018Q3 202320
BOSTON RESEARCH & MANAGEMENT INC 20200.11%0.14%0.20%Q4 2018Q3 202320
CX Institutional 20200.02%0.37%0.82%Q2 2018Q1 202320
Visionary Asset Management, Inc. 1910.00%4.28%11.87%Q3 2013Q3 201820
Fernwood Investment Management, LLC 1810.08%0.18%0.31%Q4 2015Q4 202220
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.61%3.14%Q4 2014Q3 201920
Summit Trail Advisors, LLC 1520.30%1.56%3.78%Q4 2017Q3 202320
Wall Capital Group, Inc. 1310.06%3.79%28.37%Q1 2017Q3 202320
F3Logic, LLC 20201.20%6.36%10.64%Q1 2018Q4 202220
Blankinship & Foster, LLC 20200.49%0.95%2.63%Q4 2018Q3 202320
THOMASPARTNERS, INC. 20200.01%0.03%0.08%Q2 2013Q1 201820
Disciplina Capital Management LLC 202012.74%22.89%40.64%Q4 2018Q3 202320
American Portfolios Advisors 20200.28%0.52%0.88%Q4 2017Q3 202220
NIXON PEABODY TRUST CO 20200.09%0.43%1.39%Q2 2017Q1 202220
Intelligence Driven Advisers, LLC 20200.05%2.42%17.09%Q4 2018Q3 202320
Archer Investment Corp 20200.05%0.22%0.48%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.04%0.19%0.39%Q4 2018Q3 202320
PROTECTIVE LIFE CORP 202014.36%17.30%22.94%Q3 2018Q2 202320
Tolleson Wealth Management, Inc. 20200.28%0.91%1.54%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.06%0.27%Q4 2018Q3 202320
KG&L Capital Management,LLC 20201.72%2.67%4.32%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.11%0.96%1.89%Q4 2018Q3 202320
Weaver Consulting Group 19190.14%1.62%3.67%Q1 2019Q3 202319
INGALLS & SNYDER LLC 19190.06%0.19%0.45%Q1 2019Q3 202319
TEXAS CAPITAL BANCSHARES INC/TX 1540.46%3.80%8.31%Q1 2016Q3 202319
RATIONAL ADVISORS LLC 1180.17%5.59%10.33%Q1 2018Q3 202319
Country Club Trust Company, n.a. 940.03%0.30%1.05%Q2 2013Q4 202119
Independence Trust CO 19190.37%0.64%1.08%Q2 2013Q4 201719
Covington Capital Management 1450.00%0.00%0.01%Q3 2017Q3 202219
AlphaMark Advisors, LLC 1110.01%0.06%0.29%Q2 2013Q2 201819
SII INVESTMENTS INC/WI 19190.81%1.53%3.32%Q2 2013Q4 201719
AVIANCE CAPITAL MANAGEMENT, LLC 1810.00%2.40%7.21%Q2 2013Q1 201919
Busey Bank 1720.04%0.14%0.27%Q1 2018Q3 202319
PALLADIUM PARTNERS LLC 910.01%0.31%0.76%Q2 2013Q2 202119
AGF Investments LLC 19190.00%0.01%0.02%Q1 2018Q3 202219
IFC Holdings Incorporated/FL 19191.33%2.59%3.41%Q2 2013Q4 201719
Charles Schwab Investment Advisory, Inc. 1110.00%0.27%1.14%Q2 2018Q3 202319
Cougar Global Investments Ltd 19191.61%7.85%14.31%Q1 2016Q3 202019
Crabel Capital Management, LLC 920.13%1.60%3.81%Q4 2017Q3 202319
Simply Money Advisors 1810.00%6.46%12.76%Q2 2013Q1 201819
Executive Wealth Management, LLC 19190.03%0.85%2.11%Q4 2018Q2 202319
Willingdon Wealth Management 1360.22%0.39%0.59%Q4 2013Q1 202019
Donald L. Hagan, LLC 1810.20%6.61%18.37%Q4 2014Q4 202219
Private Vista, LLC 19190.12%0.28%1.34%Q4 2015Q2 202019
Wealthspire Advisors, L.P. 1540.02%0.09%1.22%Q4 2015Q3 202019
Zions Bancorporation, N.A. 19194.04%5.62%7.86%Q1 2019Q3 202319
VCU Investment Management Co 19192.46%20.66%49.09%Q3 2017Q1 202219
Mass General Brigham, Inc 1226.14%50.30%100.00%Q3 2016Q2 202319
Almanack Investment Partners, LLC. 1510.06%0.21%0.67%Q4 2016Q3 202319
Armor Investment Advisors, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Broadview Financial Management, LLC 1810.19%3.13%5.60%Q4 2017Q4 202219
Verdence Capital Advisors LLC 1810.07%1.53%3.72%Q4 2017Q3 202319
Legacy Financial Strategies, LLC 1720.29%5.40%11.44%Q4 2017Q3 202319
Northwest Capital Management Inc 19190.13%1.30%5.02%Q1 2019Q3 202319
MayTech Global Investments, LLC 19190.04%0.14%0.50%Q1 2018Q3 202219
Private Capital Group, LLC 19190.05%0.11%0.26%Q4 2017Q2 202219
Burleson & Company, LLC 1630.36%2.12%5.21%Q4 2017Q4 202219
Campbell Wealth Management 1630.12%13.21%22.90%Q4 2018Q3 202319
First National Bank of South Miami 19190.29%0.84%1.40%Q4 2018Q2 202319
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1510.07%0.28%0.45%Q2 2018Q3 202319
Andesa Financial Management Inc. 1360.12%0.40%1.42%Q4 2017Q1 202319
Summit Financial, LLC 1630.06%0.17%0.31%Q4 2018Q3 202319
CRA Financial Services, LLC 1540.06%0.21%0.67%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.08%0.49%2.39%Q4 2018Q3 202319
Enterprise Bank & Trust Co 19198.96%12.31%16.98%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.32%0.51%0.79%Q1 2019Q3 202319
WealthNavi Inc. 191912.16%13.02%14.23%Q1 2019Q3 202319
Bremer Bank National Association 19190.10%0.22%0.56%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19190.17%0.42%0.82%Q1 2019Q3 202319
Realta Investment Advisors 19190.15%0.40%1.03%Q1 2019Q3 202319
Arden Trust Co 19190.06%1.24%4.59%Q2 2019Q4 202319
TSFG, LLC 19190.07%0.36%0.64%Q1 2019Q3 202319
MINOT CAPITAL, LP 19190.74%1.77%4.09%Q4 2018Q2 202319
COMERICA SECURITIES,INC. 19190.20%0.33%0.69%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.86%2.70%4.79%Q1 2019Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.01%0.09%0.35%Q2 2013Q4 201719
BANK OF NOVA SCOTIA 1810.00%0.47%0.85%Q2 2016Q4 202219
Matrix Trust Co 18185.23%6.24%7.44%Q2 2019Q3 202318
TWIN CAPITAL MANAGEMENT INC 18180.45%0.57%0.73%Q2 2016Q3 202018
Parisi Gray Wealth Management 1260.08%3.21%7.80%Q4 2017Q3 202218
Schneider Downs Wealth Management Advisors, LP 1530.12%0.32%0.49%Q4 2015Q1 202318
BRINKER CAPITAL INC 1260.04%1.32%2.98%Q4 2015Q2 202018
ST GERMAIN D J CO INC 1310.00%0.03%0.05%Q2 2013Q4 202318
Hedeker Wealth, LLC 1210.04%1.45%4.04%Q4 2014Q3 202018
NOMURA ASSET MANAGEMENT CO LTD 750.00%0.02%0.06%Q1 2016Q3 202318
TimeScale Financial, Inc. 1710.02%0.24%1.24%Q4 2018Q2 202318
CLEAR STREET MARKETS LLC 510.02%0.98%4.07%Q3 2013Q4 202218
Apollon Wealth Management, LLC 18180.08%0.70%1.81%Q2 2019Q3 202318
Concert Wealth Management Inc. 18180.04%0.71%5.51%Q2 2013Q3 201718
VICTORY CAPITAL MANAGEMENT INC 1710.00%0.09%0.16%Q4 2014Q3 202318
Commonwealth Equity Services, Inc 18180.14%0.41%0.73%Q2 2013Q3 201718
Beacon Pointe Advisors, LLC 18180.08%0.66%1.34%Q2 2019Q3 202318
HARVEST CAPITAL MANAGEMENT INC 18181.00%1.71%2.84%Q1 2015Q2 201918
Bank OZK 920.07%0.11%0.20%Q4 2015Q3 202218
Savant Capital, LLC 18180.04%0.20%0.51%Q2 2019Q3 202318
BANK HAPOALIM BM 1120.01%0.06%0.33%Q4 2013Q4 201818
Clarus Wealth Advisors 18180.01%2.09%4.97%Q2 2018Q3 202218
TD Capital Management LLC 1710.00%5.76%8.57%Q4 2016Q3 202318
SVB WEALTH LLC 18180.00%0.06%0.16%Q2 2019Q3 202318
Windsor Capital Management, LLC 18181.64%1.91%2.26%Q2 2013Q3 201718
Rain Capital Management, LLC 1530.01%0.70%4.00%Q1 2016Q3 202318
FIRST MANHATTAN CO. LLC. 710.00%0.00%0.00%Q4 2013Q4 202218
DELTA FINANCIAL ADVISORS LLC 18180.10%0.29%0.42%Q2 2019Q3 202318
INVESTMENT CENTERS OF AMERICA INC 18180.06%0.95%1.36%Q2 2013Q3 201718
FIFTH THIRD SECURITIES, INC. 811.08%3.32%7.67%Q1 2016Q3 202318
GREAT LAKES ADVISORS, LLC 18180.10%0.15%0.20%Q1 2014Q2 201818
Windsor Wealth Management, Inc. 1710.07%0.22%0.36%Q4 2017Q3 202318
QUADRANT CAPITAL GROUP LLC 18180.17%1.11%2.47%Q2 2019Q3 202318
Robertson Stephens Wealth Management, LLC 18180.18%0.66%1.60%Q2 2019Q3 202318
Westover Capital Advisors, LLC 18180.14%0.37%0.81%Q2 2013Q3 201718
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 18180.18%1.36%1.71%Q2 2019Q3 202318
Diligent Investors, LLC 18183.43%5.48%8.80%Q2 2019Q3 202318
HORAN CAPITAL MANAGEMENT 1010.08%0.80%2.17%Q1 2015Q4 201918
Cornerstone Wealth Group, LLC 1531.78%5.66%15.78%Q1 2019Q3 202318
Higher Moment Capital LP 1712.08%33.58%64.54%Q4 2013Q4 201818
Wealthstreet Investment Advisors, LLC 18180.04%0.15%0.61%Q4 2017Q1 202218
BROWN ADVISORY INC 1080.00%0.00%0.02%Q1 2019Q3 202318
Bouchey Financial Group Ltd 18180.06%5.10%8.82%Q2 2019Q3 202318
Mengis Capital Management, Inc. 18180.06%0.14%0.34%Q3 2016Q4 202018
SUMMIT FINANCIAL GROUP, INC. 18181.78%4.39%8.54%Q2 2019Q3 202318
Modera Wealth Management, LLC 1310.02%0.12%0.27%Q4 2013Q3 202318
Bank Pictet & Cie (Europe) AG 18180.01%0.02%0.06%Q2 2019Q3 202318
JT Stratford LLC 18180.06%0.41%1.32%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.34%1.61%3.26%Q2 2013Q3 201718
RITHOLTZ WEALTH MANAGEMENT 18180.02%1.90%4.52%Q2 2019Q3 202318
FIRST MERCHANTS CORP 17173.13%5.39%9.15%Q3 2019Q3 202317
B. Riley Wealth Management, Inc. 820.00%0.08%0.20%Q1 2014Q2 202217
Hirtle Callaghan & Co LLC 1110.00%0.03%0.19%Q4 2018Q3 202317
Baldrige Asset Management LLC 17172.08%2.80%3.60%Q1 2019Q1 202317
MYCIO WEALTH PARTNERS, LLC 1430.00%0.00%0.01%Q2 2013Q4 201917
Evergreen Advisors, LLC 17170.70%21.56%36.84%Q3 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.24%0.48%1.42%Q3 2019Q3 202317
Modus Advisors, LLC 17170.64%1.01%1.69%Q4 2019Q4 202317
Connecticut Wealth Management, LLC 1070.02%0.15%0.46%Q2 2019Q3 202317
Sumitomo Mitsui Trust Holdings, Inc. 1070.00%0.03%0.08%Q2 2013Q3 202317
Avidian Wealth Solutions, LLC 17170.16%1.83%7.10%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.01%0.03%0.08%Q4 2019Q4 202317
Iowa State Bank 1430.10%0.33%0.79%Q1 2016Q3 202317
Psagot Value Holdings Ltd. 1430.00%0.07%0.59%Q2 2013Q3 202117
MD Financial Management Inc. 17172.86%4.04%6.25%Q4 2017Q4 202117
Merit Financial Group, LLC 17170.03%0.09%0.14%Q3 2019Q3 202317
WFG Advisors, LP 17170.14%0.36%1.14%Q2 2013Q2 201717
Trilogy Capital Inc. 1340.01%0.48%6.55%Q4 2017Q3 202317
Squarepoint Ops LLC 710.00%0.07%0.25%Q2 2016Q2 202317
WASHINGTON TRUST BANK 1510.00%0.04%0.50%Q1 2014Q2 201917
Elm Partners Management LLC 1110.00%0.63%1.88%Q4 2018Q3 202317
Apexium Financial, LP 1610.47%0.89%3.00%Q4 2018Q3 202317
THOMPSON DAVIS & CO., INC. 1520.00%0.07%0.35%Q1 2015Q1 202317
BEACON TRUST CO 17173.53%4.35%5.36%Q1 2013Q1 201717
9258 Wealth Management, LLC 1610.22%1.98%2.75%Q2 2019Q3 202317
Old Port Advisors 1010.11%0.30%0.60%Q2 2018Q3 202317
Axiom Investment Management LLC 17170.10%0.63%1.71%Q4 2018Q4 202217
Brickley Wealth Management 17170.06%0.09%0.21%Q3 2019Q3 202317
Orion Portfolio Solutions, LLC 16160.00%0.65%2.15%Q4 2019Q3 202317
Main Management LLC 17170.00%0.53%1.66%Q3 2019Q3 202317
GABLES CAPITAL MANAGEMENT INC. 17170.19%0.32%0.71%Q3 2019Q3 202317
STATE OF MICHIGAN RETIREMENT SYSTEM 1510.23%1.05%2.09%Q2 2016Q3 202317
Miracle Mile Advisors, LLC 1610.02%0.44%1.12%Q3 2016Q3 202317
Legacy Financial Advisors, Inc. 1160.02%2.72%8.89%Q4 2017Q2 202317
Well Done, LLC 810.01%0.47%5.58%Q1 2016Q3 202317
BFSG, LLC 1430.06%0.57%1.73%Q3 2017Q3 202317
1607 Capital Partners, LLC 1210.01%3.46%8.07%Q2 2014Q4 202117
MV CAPITAL MANAGEMENT, INC. 1430.00%3.21%5.46%Q4 2014Q3 202317
FIRST FINANCIAL CORP /IN/ 1250.00%0.79%1.71%Q2 2013Q2 202117
Salient Capital Advisors, LLC 17170.01%0.03%0.08%Q2 2013Q2 201717
Cribstone Capital Management, LLC 1610.00%0.03%0.05%Q2 2016Q4 202017
Summit Asset Management, LLC 1520.22%0.44%0.73%Q2 2016Q3 202317
MONEYWISE, INC. 1340.17%0.26%0.33%Q3 2016Q1 202117
RONALD BLUE & CO LLC 17170.04%0.36%1.65%Q2 2013Q2 201717
Checchi Capital Advisers, LLC 17170.02%0.05%0.24%Q2 2019Q2 202317
LAKE STREET PRIVATE WEALTH, LLC 17170.64%1.24%2.42%Q3 2019Q3 202317
FULTON BREAKEFIELD BROENNIMAN LLC 17172.73%3.39%3.94%Q3 2019Q3 202317
Doyle Wealth Management 17170.02%1.02%2.76%Q2 2018Q2 202217
1st Global Advisors, Inc. 17178.65%10.61%12.22%Q2 2013Q2 201717
Truepoint, Inc. 910.01%0.08%0.30%Q4 2015Q2 202217
SMITH SHELLNUT WILSON LLC /ADV 981.59%3.51%16.26%Q2 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.00%0.01%0.05%Q1 2018Q1 202217
TOEWS CORP /ADV 510.64%22.18%87.30%Q2 2016Q4 202117
DONALDSON CAPITAL MANAGEMENT, LLC 17170.11%0.16%0.22%Q3 2019Q3 202317
Abbrea Capital, LLC 1160.03%0.07%0.15%Q4 2016Q3 202317
Bell Bank 1521.04%3.02%4.10%Q3 2015Q3 202317
Element Wealth, LLC 16160.68%1.54%5.20%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
Roundview Capital LLC 16160.38%1.23%2.24%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.08%2.87%22.42%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16160.91%1.22%1.72%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.45%0.85%1.56%Q4 2019Q3 202316
Liquid Strategies, LLC 161611.56%28.07%43.58%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.05%0.74%1.30%Q4 2019Q3 202316
VALLEY NATIONAL ADVISERS INC 920.00%0.03%0.16%Q4 2014Q3 202316
Equitable Holdings, Inc. 16160.36%0.47%0.60%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.03%0.10%0.27%Q3 2019Q3 202316
Kalos Management, Inc. 1030.02%0.36%0.73%Q4 2015Q2 202316
SOUTH TEXAS MONEY MANAGEMENT LTD 16160.01%0.07%0.24%Q2 2013Q1 201716
McCollum Christoferson Group LLC 16160.11%0.13%0.16%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.30%0.92%2.77%Q4 2019Q3 202316
DAVIDSON TRUST CO 16161.19%1.41%1.83%Q4 2019Q3 202316
Sovereign Investment Advisors, LLC 16162.33%2.80%3.71%Q4 2019Q3 202316
Mosaic Family Wealth, LLC 1110.01%0.13%0.30%Q4 2015Q2 202116
CIBC BANK USA 1120.03%0.05%0.12%Q2 2013Q3 201916
MADISON WEALTH MANAGEMENT 16160.06%0.20%0.70%Q4 2019Q3 202316
First Command Bank 920.00%0.00%0.02%Q4 2017Q4 202216
TRUSTCORE FINANCIAL SERVICES, LLC 16160.00%0.76%4.00%Q1 2019Q4 202216
WRAPMANAGER INC 1150.98%3.12%5.20%Q4 2015Q3 202316
Clearshares LLC 1242.80%4.08%6.62%Q4 2017Q4 202116
First Command Financial Services, Inc. 920.00%0.00%0.02%Q4 2017Q4 202216
Column Capital Advisors, LLC 16160.01%0.04%0.08%Q4 2019Q3 202316
Stratos Wealth Advisors, LLC 1510.06%1.24%2.08%Q3 2019Q3 202316
SteelPeak Wealth, LLC 16160.04%0.23%0.70%Q4 2019Q3 202316
CAMG Solamere Management, LLC 16160.11%0.28%0.60%Q4 2016Q3 202016
Clear Creek Financial Management, LLC 1060.09%0.31%1.31%Q3 2019Q3 202316
Veracity Capital LLC 16160.48%1.86%5.64%Q4 2019Q3 202316
Timber Creek Capital Management LLC 16160.01%0.02%0.03%Q2 2013Q1 201716
SENTINEL PENSION ADVISORS INC 16160.11%0.37%0.90%Q4 2019Q3 202316
Antonetti Capital Management LLC 910.00%0.04%0.36%Q2 2010Q3 202316
Strategic Blueprint, LLC 1510.05%0.37%1.86%Q3 2019Q3 202316
Stellar Capital Management, LLC 1510.24%0.36%0.46%Q2 2016Q2 202016
Investment Research & Advisory Group, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.19%0.36%0.76%Q4 2019Q3 202316
Baltimore-Washington Financial Advisors, Inc. 1010.02%0.36%0.91%Q4 2013Q1 202216
Oldfather Financial Services, LLC 16160.68%3.85%5.39%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.00%0.03%0.10%Q4 2017Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.00%0.09%0.18%Q4 2019Q3 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.04%0.73%1.28%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16162.49%2.89%3.28%Q2 2013Q1 201716
OLD MISSION CAPITAL LLC 410.10%1.74%15.17%Q2 2016Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16161.06%2.25%6.38%Q4 2019Q3 202316
DEARBORN PARTNERS LLC 16160.01%0.03%0.06%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.05%0.09%Q4 2019Q3 202316
STEPH & CO 16160.01%0.03%0.08%Q4 2019Q3 202316
Sompo Asset Management Co., Ltd. 16160.64%1.91%4.22%Q3 2019Q2 202316
Calamos Advisors LLC 910.00%0.01%0.02%Q4 2015Q3 202316
Sugarloaf Wealth Management, LLC 16160.03%1.65%6.39%Q4 2019Q3 202316
Allen Capital Group, LLC 610.00%1.00%15.34%Q4 2017Q4 202216
LPWM LLC 16160.43%3.28%7.64%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16162.36%4.11%7.32%Q4 2019Q3 202316
Financial Engines Advisors L.L.C. 1510.00%0.05%0.16%Q1 2018Q3 202316
Investors Research Corp 16160.00%0.01%0.01%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.90%4.16%5.84%Q4 2019Q3 202316
Moneda S.A. Administradora General de Fondos 16160.71%2.52%9.27%Q4 2019Q3 202316
Lenox Wealth Management, Inc. 820.00%0.21%0.49%Q4 2013Q2 202016
DOHJ, LLC 16161.73%3.01%4.85%Q4 2019Q3 202316
First Personal Financial Services 810.00%0.04%0.09%Q4 2015Q3 202316
KFA Private Wealth Group, LLC 16160.89%5.32%13.68%Q4 2019Q3 202316
CANADA PENSION PLAN INVESTMENT BOARD 830.03%0.10%0.32%Q4 2014Q4 202116
Affinity Capital Advisors, LLC 16161.07%4.51%6.74%Q4 2019Q3 202316
IFG Advisory, LLC 1510.02%0.43%1.01%Q3 2019Q3 202316
Perennial Investment Advisors, LLC 16160.11%0.52%1.56%Q4 2019Q3 202316
Independent Family Office, LLC 16160.11%0.16%0.21%Q4 2019Q3 202316
NextCapital Advisers, Inc. 161614.92%17.88%21.91%Q3 2018Q2 202216
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.10%0.32%0.72%Q4 2019Q3 202316
XML Financial, LLC 16160.17%0.60%1.93%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16161.07%1.86%2.78%Q4 2019Q3 202316
TRUEFG, LLC 16160.20%0.27%0.39%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.01%0.39%2.76%Q4 2019Q3 202316
Spectrum Asset Management, Inc. 720.12%4.04%40.89%Q1 2018Q2 202216
EXENCIAL WEALTH ADVISORS, LLC 810.07%0.35%0.90%Q1 2013Q3 202316
Firestone Capital Management 16160.12%0.85%2.62%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.43%1.13%2.98%Q4 2019Q3 202316
NWK Group, Inc. 16160.00%0.09%0.40%Q4 2019Q3 202316
Financial Sense Advisors, Inc. 1060.24%6.03%14.97%Q3 2019Q3 202316
Insight Wealth Strategies, LLC 16160.05%0.11%0.30%Q2 2019Q1 202316
Visionary Wealth Advisors 16161.50%2.54%3.44%Q4 2019Q3 202316
Adaptive Financial Consulting, LLC 161622.78%25.39%28.60%Q4 2019Q3 202316
Crewe Advisors LLC 970.00%0.09%0.43%Q4 2017Q3 202316
Foundations Investment Advisors, LLC 1030.01%0.50%2.22%Q2 2018Q3 202316
WOLVERINE ASSET MANAGEMENT LLC 620.00%0.03%0.09%Q4 2015Q2 202116
Sage Capital Advisors,llc 1210.10%0.28%0.65%Q4 2017Q3 202316
Gibraltar Capital Management, Inc. 16160.13%0.51%1.30%Q4 2018Q3 202216
Meridian Wealth Partners, LLC 15158.52%10.90%17.92%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.13%0.86%3.95%Q1 2020Q3 202315
LGL PARTNERS, LLC 1140.72%1.46%2.26%Q4 2015Q3 202315
Disciplined Investments, LLC 15150.06%0.40%1.23%Q4 2019Q2 202315
NOESIS CAPITAL MANGEMENT CORP 15150.07%0.10%0.14%Q1 2020Q3 202315
MSI Financial Services Inc 15150.12%0.71%1.42%Q2 2013Q4 201615
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.02%0.10%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.11%0.22%0.37%Q1 2020Q3 202315
AdvicePeriod, LLC 15150.16%0.49%0.87%Q4 2017Q2 202115
BLUESTEM FINANCIAL ADVISORS, LLC 870.16%1.19%2.53%Q4 2019Q3 202315
Alaska Permanent Capital Management 710.02%0.11%0.86%Q3 2014Q3 202315
Man Group plc 1320.00%0.08%0.16%Q4 2018Q3 202315
HM PAYSON & CO 830.00%0.00%0.01%Q2 2019Q3 202315
CHEMICAL BANK 15150.04%0.05%0.06%Q4 2015Q2 201915
Retirement Group, LLC 1410.02%0.10%0.37%Q4 2019Q3 202315
Certified Advisory Corp 1140.01%0.12%0.65%Q4 2017Q4 202115
BlackRock Investment Management, LLC 15150.08%0.10%0.16%Q2 2013Q4 201615
Ziegler Capital Management, LLC 15150.05%0.10%0.16%Q1 2020Q3 202315
Canton Hathaway, LLC 1320.01%3.84%5.75%Q1 2019Q3 202315
CIBC Asset Management Inc 1050.00%0.01%0.01%Q3 2019Q3 202315
FORTE CAPITAL LLC /ADV 1410.18%0.26%0.49%Q3 2014Q4 201815
PrairieView Partners, LLC 15150.00%0.02%0.04%Q1 2020Q3 202315
ASHFORD CAPITAL MANAGEMENT INC 1120.09%0.68%1.60%Q1 2014Q3 202115
WealthOne, LLC 1110.08%0.38%0.62%Q4 2018Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.15%0.27%0.49%Q1 2020Q3 202315
TAURUS ASSET MANAGEMENT, LLC 15150.13%0.14%0.17%Q2 2013Q4 201615
BOSTON FINANCIAL MANGEMENT LLC 710.01%0.11%0.25%Q2 2016Q3 202315
DROMS STRAUSS ADVISORS INC /MO/ /ADV 1410.11%0.23%0.34%Q4 2019Q3 202315
CAPE ANN SAVINGS BANK 710.14%0.25%0.61%Q4 2013Q2 202215
Clearstead Advisors, LLC 15150.01%0.04%0.20%Q1 2020Q3 202315
HANTZ FINANCIAL SERVICES, INC. 151512.74%14.85%16.26%Q1 2020Q3 202315
Wolf Group Capital Advisors 1320.16%0.41%0.85%Q4 2018Q3 202315
Csenge Advisory Group 15150.08%0.22%0.50%Q1 2020Q3 202315
Emerson Wealth, LLC 15150.33%1.16%1.66%Q4 2018Q2 202215
Virtus Fund Advisers, LLC 15150.00%0.16%0.33%Q2 2014Q4 201715
Advanced Asset Management Advisors Inc 15150.01%0.01%0.02%Q4 2019Q2 202315
EATON VANCE MANAGEMENT 15150.00%0.00%0.00%Q1 2019Q3 202215
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1410.03%2.14%8.72%Q3 2015Q3 202315
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 15150.05%0.41%1.26%Q1 2020Q3 202315
Braver Wealth Management, LLC 15151.41%6.47%10.99%Q2 2013Q4 201615
KANALY TRUST CO 15150.12%0.14%0.23%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.04%0.15%Q2 2013Q4 201615
MOODY NATIONAL BANK TRUST DIVISION 15150.10%0.19%0.29%Q1 2020Q3 202315
Ironwood Investment Counsel, LLC 1410.08%0.24%1.28%Q1 2014Q3 202315
Verity Asset Management, Inc. 720.17%3.62%15.80%Q2 2016Q3 202115
SAGE RHINO CAPITAL LLC 15150.11%0.18%0.32%Q3 2019Q1 202315
Waldron Private Wealth LLC 15150.02%0.10%0.25%Q1 2020Q3 202315
Gainplan LLC 1310.09%12.27%39.87%Q4 2016Q3 202215
Tarbox Family Office, Inc. 610.00%0.48%2.37%Q1 2016Q2 202315
TRANSCEND CAPITAL ADVISORS, LLC 1320.03%0.07%0.10%Q4 2019Q3 202315
COLTON GROOME FINANCIAL ADVISORS, LLC 15150.15%2.10%6.60%Q1 2020Q3 202315
Aldebaran Financial Inc. 15150.22%0.30%0.44%Q4 2016Q2 202015
Faithward Advisors, LLC 1140.00%0.02%0.06%Q4 2019Q3 202315
Wealthstar Advisors, LLC 1050.16%0.20%0.26%Q1 2019Q3 202315
New England Professional Planning Group Inc. 1230.18%0.29%0.98%Q4 2014Q3 202315
HBW ADVISORY SERVICES LLC 15150.06%1.20%4.08%Q3 2019Q1 202315
Avion Wealth 15150.46%5.08%10.42%Q1 2020Q3 202315
Graypoint LLC 15150.04%0.11%0.22%Q1 2020Q3 202315
Heartwood Wealth Advisors LLC 960.04%2.16%3.35%Q4 2019Q3 202315
O'Brien Wealth Partners LLC 510.13%1.43%4.21%Q4 2016Q2 202315
Advisor Group, Inc. 15150.35%0.80%1.15%Q2 2016Q4 201915
J. W. Coons Advisors, LLC 15150.13%0.21%0.34%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.67%0.87%1.22%Q1 2020Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 870.18%1.37%3.89%Q4 2019Q3 202315
Gerber Kawasaki Wealth & Investment Management 610.01%0.15%0.37%Q2 2017Q3 202315
HBC Financial Services, PLLC 1237.16%8.26%11.53%Q4 2019Q3 202315
Laurel Wealth Advisors, Inc. 15150.34%0.47%0.62%Q2 2019Q4 202215
Pinnacle Wealth Management Advisory Group, LLC 1210.03%0.31%0.53%Q4 2014Q3 202315
Alpha Omega Wealth Management LLC 15150.01%0.06%0.10%Q4 2015Q2 201915
BlackRock Institutional Trust Company, N.A. 15150.02%0.08%0.21%Q2 2013Q4 201615
Regent Peak Wealth Advisors LLC 15150.10%3.33%7.03%Q4 2019Q2 202315
Aprio Wealth Management, LLC 1050.16%11.48%25.86%Q4 2019Q3 202315
Clarius Group, LLC 1110.06%0.29%0.52%Q4 2015Q3 202315
Choate Investment Advisors 15150.00%0.21%1.40%Q1 2020Q3 202315
RMR Wealth Builders 1410.04%0.66%1.68%Q4 2019Q3 202315
Procyon Advisors, LLC 15150.14%0.38%0.55%Q1 2020Q3 202315
Deane Retirement Strategies, Inc. 1230.00%3.04%22.26%Q4 2014Q2 202015
Eudaimonia Partners, LLC 870.30%0.84%1.58%Q4 2019Q3 202315
PagnatoKarp Partners LLC 14140.40%0.68%1.56%Q4 2016Q1 202014
55I, LLC 14140.04%0.81%3.06%Q4 2018Q1 202214
AMERICAN INTERNATIONAL GROUP, INC. 1220.01%0.03%0.09%Q2 2013Q2 201714
Global Financial Private Capital, Inc 14140.19%0.50%0.82%Q1 2017Q2 202014
VANTAGEPOINT INVESTMENT ADVISERS LLC 141414.96%38.29%72.68%Q2 2020Q3 202314
Stamos Capital Partners, L.P. 738.36%21.50%37.54%Q2 2019Q3 202314
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 630.03%0.71%2.64%Q4 2019Q3 202314
Bedell Frazier Investment Counselling, LLC 14140.27%0.71%1.09%Q2 2020Q3 202314
AGF INVESTMENTS INC. 14140.01%0.02%0.03%Q3 2015Q4 201814
AMG National Trust Bank 14140.14%0.22%0.28%Q2 2020Q3 202314
RELIANCE TRUST CO OF DELAWARE 770.07%0.18%0.30%Q2 2013Q1 201814
GUARDIAN CAPITAL ADVISORS LP 710.03%0.05%0.08%Q4 2016Q3 202314
Cedar Brook Financial Partners, LLC 14140.24%0.33%0.43%Q2 2020Q3 202314
GREENWOOD CAPITAL ASSOCIATES LLC 14140.21%1.66%3.19%Q2 2020Q3 202314
O'Dell Group, LLC 820.06%0.10%0.20%Q1 2019Q2 202314
GenWealth Group, Inc. 14140.13%0.85%2.06%Q3 2017Q4 202014
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1010.00%0.03%0.27%Q4 2015Q3 202314
VAUGHAN & Co SECURITIES, INC. 1130.16%0.34%0.71%Q4 2019Q3 202314
Capital Investment Counsel, Inc 1110.01%0.02%0.02%Q1 2019Q3 202314
Sharkey, Howes & Javer 1310.01%2.06%4.25%Q2 2016Q3 202214
Independence Bank of Kentucky 14140.05%0.07%0.12%Q2 2020Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 950.02%0.04%0.07%Q1 2020Q3 202314
Personal Wealth Partners 14141.09%6.67%31.03%Q4 2018Q1 202214
Wealthquest Corp 540.08%0.40%0.87%Q4 2014Q2 202114
Baystate Wealth Management LLC 1210.00%3.24%5.27%Q2 2017Q3 202314
CATALYST PRIVATE WEALTH, LLC 14140.10%0.25%0.40%Q3 2020Q4 202314
DUBUQUE BANK & TRUST CO 640.00%0.11%0.38%Q2 2015Q2 202114
J.W. COLE ADVISORS, INC. 810.37%0.82%1.59%Q4 2019Q3 202314
VESTOR CAPITAL, LLC 1210.01%0.01%0.02%Q2 2019Q3 202314
Penobscot Investment Management Company, Inc. 14140.05%1.25%2.85%Q2 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.07%0.49%Q2 2013Q3 201614
STRATEGY ASSET MANAGERS LLC 810.16%0.33%0.59%Q4 2019Q3 202314
Virtu KCG Holdings LLC 1310.01%0.05%0.20%Q3 2013Q2 201714
US FINANCIAL ADVISORS, LLC 860.01%0.82%4.25%Q4 2014Q3 202214
Atlas Private Wealth Advisors 14140.31%1.37%3.76%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.08%0.14%0.30%Q4 2018Q1 202214
SPRENG CAPITAL MANAGEMENT, INC. 1310.15%0.28%0.64%Q4 2019Q3 202314
Bank of Marin 14140.43%0.94%1.85%Q4 2019Q1 202314
Yellowstone Partners, LLC 1220.57%1.15%1.86%Q4 2013Q4 201714
Hudson Capital Management LLC 640.12%2.20%6.44%Q4 2017Q3 202314
TRUST CO OF VERMONT 710.01%0.03%0.04%Q4 2019Q3 202314
Charles Schwab Trust Co 14140.45%9.07%17.80%Q2 2020Q3 202314
LBA Wealth Management, LLC 14142.54%3.23%4.23%Q4 2013Q1 201714
Sound View Wealth Advisors Group, LLC 14140.41%0.69%1.03%Q2 2020Q3 202314
MorganRosel Wealth Management, LLC 14140.37%1.06%1.42%Q2 2020Q3 202314
OXFORD FINANCIAL GROUP, LTD. LLC 14140.01%0.02%0.05%Q2 2020Q3 202314
McKinley Carter Wealth Services, Inc. 1210.21%5.13%7.02%Q2 2013Q3 202314
CVA Family Office, LLC 1040.00%0.23%0.82%Q4 2019Q3 202314
HCR Wealth Advisors 1210.04%0.06%0.11%Q3 2017Q2 202314
JSF Financial, LLC 1210.18%0.45%0.69%Q4 2018Q3 202314
Financial Strategies Group, Inc. 14140.21%0.35%0.56%Q2 2020Q3 202314
Flaharty Asset Management, LLC 14140.10%0.41%0.85%Q2 2020Q3 202314
ANCHOR CAPITAL ADVISORS LLC 940.02%0.05%0.09%Q2 2020Q3 202313
Solstein Capital, LLC 13130.21%0.60%1.13%Q3 2020Q3 202313
LFA - Lugano Financial Advisors SA 760.04%0.06%0.09%Q2 2020Q3 202313
OLD SECOND NATIONAL BANK OF AURORA 810.00%0.01%0.04%Q4 2016Q1 202313
CNB Bank 1110.01%0.11%0.47%Q4 2017Q3 202313
Banco Santander, S.A. 13130.02%0.03%0.04%Q2 2019Q2 202213
Risk Paradigm Group, LLC 13130.04%1.12%2.50%Q1 2015Q1 201813
Richard Bernstein Advisors LLC 510.00%0.36%1.35%Q4 2017Q3 202313
CNO Financial Group, Inc. 131310.93%33.52%44.44%Q4 2014Q4 201713
TODD ASSET MANAGEMENT LLC 1210.01%0.79%1.04%Q2 2013Q4 202213
SFMG, LLC 1110.02%0.28%0.54%Q4 2015Q1 202113
FIRSTMERIT BANK N A TRUSTEE 13130.17%0.26%0.30%Q2 2013Q2 201613
American Research & Management Co. 730.00%0.01%0.01%Q4 2018Q3 202213
Coe Capital Management, LLC 1210.09%0.35%0.54%Q2 2013Q1 201913
Winslow, Evans & Crocker, Inc. 620.00%0.01%0.03%Q2 2015Q4 202013
FIL Ltd 13130.22%0.37%0.52%Q4 2015Q4 201813
Citizens Business Bank 1210.06%0.33%0.72%Q4 2012Q4 201813
Premise Capital, LLC 633.18%10.83%52.85%Q4 2015Q1 202013
SIGNET FINANCIAL MANAGEMENT, LLC 710.00%0.06%0.11%Q4 2015Q4 202113
Newbridge Financial Services Group, Inc. 13130.00%0.05%0.14%Q3 2020Q3 202313
Moors & Cabot, Inc. 1110.01%0.02%0.05%Q4 2016Q1 202313
HRT FINANCIAL LP 410.01%0.15%0.52%Q4 2014Q3 202313
Parkside Financial Bank & Trust 510.00%0.02%0.13%Q3 2015Q3 202313
Newfound Research LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
NorthRock Partners, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.09%0.37%1.61%Q2 2013Q2 201613
CGN Advisors LLC 13130.15%0.25%0.36%Q4 2020Q4 202313
Efficient Market Advisors, LLC 1120.01%0.58%3.82%Q2 2013Q1 201713
USA FINANCIAL FORMULAS 430.06%0.63%1.64%Q4 2018Q3 202313
Investors Capital Advisory Services 13130.11%0.21%0.56%Q2 2013Q2 201613
Founders Financial Alliance, LLC 13130.06%0.09%0.18%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.06%0.09%0.11%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.18%0.38%0.62%Q3 2020Q3 202313
IAG Wealth Partners, LLC 1210.00%2.15%6.23%Q4 2019Q3 202313
One Day In July LLC 13130.08%0.62%1.12%Q3 2020Q3 202313
Zions Bancorporation 13130.05%0.10%0.12%Q1 2015Q1 201813
Bridgewater Wealth & Financial Management, LLC 13132.67%5.07%9.39%Q4 2014Q4 201713
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.15%0.51%0.81%Q3 2020Q3 202313
Arcus Capital Partners, LLC 13130.09%0.12%0.20%Q3 2016Q3 201913
Hayden Royal, LLC 13130.19%0.72%2.14%Q4 2018Q4 202113
Sonora Investment Management, LLC 1120.00%0.01%0.03%Q4 2017Q3 202113
Sowa Financial Group, Inc. 1030.12%0.38%0.94%Q4 2019Q3 202313
MAGNOLIA CAPITAL ADVISORS LLC 851.81%5.56%16.39%Q4 2019Q1 202313
Mine & Arao Wealth Creation & Management, LLC. 13130.00%0.13%0.28%Q3 2020Q3 202313
Alhambra Investment Management LLC 13130.16%0.24%0.33%Q3 2020Q3 202313
ALPHASIMPLEX GROUP, LLC 13130.53%1.26%3.08%Q4 2017Q4 202013
Stokes Family Office, LLC 13130.02%0.07%0.11%Q3 2020Q3 202313
Key FInancial Inc 1210.04%0.06%0.10%Q1 2020Q3 202313
Single Point Partners, LLC 615.49%7.79%11.99%Q4 2019Q3 202313
LYELL WEALTH MANAGEMENT, LP 13130.04%0.07%0.15%Q3 2020Q3 202313
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 760.01%0.08%0.17%Q2 2017Q2 202113
Corient Capital Partners, LLC 1210.04%0.27%0.39%Q3 2016Q2 202213
Signature Financial Management, Inc. 13130.08%1.28%9.10%Q4 2015Q4 201813
REDW Wealth LLC 760.15%0.36%0.60%Q4 2016Q3 202313
Blueprint Investment Partners LLC 940.10%0.70%2.53%Q2 2020Q3 202313
Wealth Alliance 13130.04%0.48%0.95%Q1 2020Q1 202313
Venture Visionary Partners LLC 13130.02%0.09%0.18%Q2 2020Q2 202313
HARVEST GROUP WEALTH MANAGEMENT, LLC 630.00%1.42%5.99%Q4 2017Q1 202313
tru Independence LLC 1110.14%0.79%1.92%Q4 2019Q3 202313
Leelyn Smith, LLC 13130.02%0.05%0.12%Q4 2019Q4 202213
Golden State Wealth Management, LLC 13130.34%7.73%13.95%Q1 2019Q1 202213
Parsec Financial Management, Inc. 13130.01%0.09%0.21%Q1 2020Q1 202313
Your Advocates Ltd., LLP 13130.02%0.51%2.04%Q3 2020Q3 202313
DENVER INVESTMENT ADVISORS LLC 13130.01%0.02%0.02%Q1 2015Q1 201813
Acorns Advisers, LLC 131311.70%12.48%13.97%Q3 2020Q3 202313
Inscription Capital, LLC 940.16%0.29%0.46%Q2 2020Q3 202313
Heritage Trust Co 810.01%0.07%0.18%Q1 2017Q3 202313
Jordan Park Group LLC 13130.24%1.36%1.89%Q3 2020Q3 202313
DAGCO, INC. 760.14%1.49%2.70%Q4 2018Q1 202213
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1030.04%3.69%8.68%Q2 2017Q2 202113
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 710.02%0.18%0.98%Q4 2018Q3 202313
DeDora Capital, Inc. 810.23%1.52%2.46%Q4 2017Q1 202213
KANAWHA CAPITAL MANAGEMENT LLC 13130.03%0.05%0.07%Q3 2019Q3 202213
Shilanski & Associates, Inc. 940.27%3.29%8.77%Q2 2020Q3 202313
MIRSKY FINANCIAL MANAGEMENT CORP. 13138.40%12.05%18.11%Q4 2018Q4 202113
Vectors Research Management, LLC 1120.01%0.02%0.04%Q3 2018Q2 202213
Mount Yale Investment Advisors, LLC 720.00%0.08%0.18%Q1 2018Q3 202313
MinichMacGregor Wealth Management, LLC 1210.00%0.07%0.19%Q4 2015Q4 202213
Townsend & Associates, Inc 13130.61%1.26%2.34%Q4 2017Q4 202013
Millburn Ridgefield Corp 13130.00%0.00%0.01%Q1 2020Q1 202313
Summit Global Investments 1110.16%3.40%5.94%Q4 2016Q3 202312
Sutton Wealth Advisors Inc. 930.00%0.00%0.01%Q3 2020Q3 202312
PHH Investments, Ltd. 1112.01%9.51%16.68%Q4 2016Q4 201912
Live Your Vision, LLC 1110.00%0.01%0.11%Q3 2015Q1 201912
LexAurum Advisors, LLC 510.08%0.14%0.23%Q4 2017Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.25%0.46%Q4 2020Q3 202312
Vigilant Capital Management, LLC 410.00%0.01%0.03%Q2 2013Q3 202212
Centerpoint Advisors, LLC 12120.04%0.06%0.10%Q4 2020Q3 202312
Madison Asset Management, LLC 12120.01%0.37%0.63%Q4 2020Q3 202312
Fullen Financial Group 12120.16%0.20%0.28%Q2 2020Q1 202312
TECTONIC ADVISORS LLC 12122.06%3.64%4.73%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.07%1.32%2.86%Q4 2020Q3 202312
HOEY INVESTMENTS, INC 12120.00%0.00%0.00%Q4 2020Q3 202312
TCTC Holdings, LLC 750.00%0.00%0.00%Q2 2020Q3 202312
MCKINLEY CAPITAL MANAGEMENT LLC 12120.02%0.15%0.27%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.12%0.22%0.40%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.20%1.09%2.24%Q4 2020Q3 202312
Hendershot Investments Inc. 12120.02%0.61%1.56%Q3 2020Q2 202312
RBA Wealth Management, LLC 840.59%0.67%0.84%Q1 2020Q3 202312
CAHILL FINANCIAL ADVISORS INC 12120.05%0.08%0.21%Q4 2020Q3 202312
Source Financial Advisors LLC 12121.23%1.73%2.40%Q4 2020Q3 202312
Baron Financial Group, LLC 12120.12%1.58%3.60%Q3 2020Q2 202312
Alerus Investment Advisors Corp 12120.75%7.61%12.47%Q2 2013Q1 201612
Total Clarity Wealth Management, Inc. 1110.10%0.29%0.57%Q4 2019Q3 202312
Monument Capital Management 750.24%0.95%2.16%Q2 2018Q4 202112
Wescott Financial Advisory Group, LLC 12120.64%1.71%8.09%Q4 2020Q3 202312
Bowie Capital Management, LLC 750.12%0.19%0.28%Q3 2020Q3 202312
Strategic Point Investment Advisors, LLC 12120.67%4.51%6.18%Q4 2019Q3 202212
ACT Advisors, LLC. 12120.13%0.40%0.74%Q4 2020Q3 202312
Innova Wealth Partners 12125.50%8.13%11.36%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.06%0.22%0.86%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12122.03%2.35%2.76%Q4 2020Q3 202312
Amtrust Financial Services, Inc. 12124.57%14.20%37.46%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.46%0.57%0.87%Q4 2020Q3 202312
Barnett & Company, Inc. 750.07%1.18%4.23%Q1 2016Q4 202112
Centennial Wealth Advisory LLC 12120.18%0.64%2.91%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.24%3.76%10.04%Q4 2020Q3 202312
MEITAV INVESTMENT HOUSE LTD 750.01%0.02%0.06%Q3 2020Q3 202312
Onyx Bridge Wealth Group LLC 12122.38%5.74%8.92%Q4 2020Q3 202312
BENJAMIN EDWARDS INC 1020.07%0.41%1.37%Q2 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.09%0.19%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.72%1.60%2.38%Q4 2020Q3 202312
Pointe Capital Management LLC 12120.42%0.71%1.31%Q1 2015Q4 201712
Fort Henry Capital, LLC 121216.72%18.02%18.73%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.53%1.83%3.75%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.07%1.12%2.76%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.00%0.01%0.03%Q2 2018Q1 202112
Running Point Capital Advisors, LLC 12120.55%1.09%2.24%Q4 2020Q3 202312
Fountainhead AM, LLC 12120.31%4.93%9.97%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.30%0.42%0.60%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.37%0.47%0.57%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.08%0.16%0.49%Q4 2020Q3 202312
Glovista Investments LLC 310.05%3.26%8.78%Q3 2015Q3 202012
Merriman Wealth Management, LLC 410.02%0.87%3.82%Q4 2013Q1 202212
Petix & Botte Co 1020.10%0.22%0.37%Q4 2019Q3 202312
CLIFFORD SWAN INVESTMENT COUNSEL LLC 710.01%0.05%0.24%Q1 2016Q4 202112
Smith Anglin Financial, LLC 12120.13%0.28%0.63%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.37%0.58%1.06%Q4 2020Q3 202312
Pinion Investment Advisors, LLC 1020.40%0.85%1.40%Q2 2020Q3 202312
Madison Wealth Partners, Inc 12120.91%7.56%17.19%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.67%1.73%3.60%Q4 2020Q3 202312
Compton Financial Group, LLC 121216.50%19.34%21.92%Q4 2020Q3 202312
One Wealth Advisors, LLC 710.06%0.10%0.28%Q4 2017Q2 202312
Main Street Financial Solutions, LLC 12122.10%2.37%2.87%Q4 2020Q3 202312
DAVIS R M INC 1110.01%0.02%0.11%Q2 2017Q1 202212
Braun-Bostich & Associates Inc. 520.01%2.13%9.08%Q4 2017Q3 202312
FOCUS Wealth Advisors, LLC 12120.39%0.48%0.71%Q4 2020Q3 202312
Silvant Capital Management LLC 12120.02%0.03%0.04%Q1 2018Q4 202012
Charter Oak Capital Management, LLC 12126.61%8.71%11.80%Q4 2020Q3 202312
Ironwood Financial, llc 840.00%0.00%0.00%Q4 2014Q4 201912
COREPATH WEALTH PARTNERS LLC 12126.24%7.43%10.83%Q4 2020Q3 202312
Karpus Management, Inc. 12120.01%0.06%0.16%Q2 2020Q1 202312
SAX WEALTH ADVISORS, LLC 12120.06%0.55%1.20%Q4 2020Q3 202312
Measured Wealth Private Client Group, LLC 610.40%1.99%4.48%Q3 2017Q3 202312
BOENNING & SCATTERGOOD, INC. 1110.10%0.12%0.18%Q2 2018Q4 202212
True Link Financial Advisors, LLC 12120.05%0.14%0.36%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.02%Q4 2020Q3 202312
Paulson Wealth Management Inc. 12120.27%0.83%2.10%Q4 2017Q3 202012
HOWARD WEALTH MANAGEMENT, LLC 1110.00%0.35%0.58%Q4 2019Q4 202212
Wealth Dimensions Group, Ltd. 12120.36%2.09%10.23%Q4 2020Q3 202312
WESPAC Advisors SoCal, LLC 840.05%0.14%0.74%Q1 2016Q3 202312
Columbia Trust Co 01012016 610.20%0.25%0.33%Q2 2020Q3 202312
United Asset Strategies, Inc. 12120.20%0.23%0.26%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12121.68%1.96%2.24%Q4 2020Q3 202312
Kowal Investment Group, LLC 12120.13%0.51%0.86%Q4 2020Q3 202312
Capital Wealth Planning, LLC 510.01%0.10%0.19%Q1 2016Q1 202212
PFM Asset Management LLC 12120.24%1.28%6.48%Q4 2018Q3 202112
PRICE T ROWE ASSOCIATES INC /MD/ 610.00%0.00%0.01%Q3 2019Q1 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12120.56%0.63%0.73%Q2 2013Q1 201612
Redhawk Wealth Advisors, Inc. 1110.01%0.45%1.37%Q2 2019Q2 202212
Alamar Capital Management, LLC 12120.39%1.26%2.78%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 813.42%7.90%13.56%Q4 2019Q3 202312
MA Private Wealth 840.04%0.24%0.39%Q4 2018Q4 202112
Human Investing LLC 12120.09%0.57%0.76%Q4 2018Q3 202112
Advisor OS, LLC 1110.25%1.03%1.76%Q2 2020Q3 202312
Greenwich Investment Management, Inc. 1010.14%0.39%0.47%Q1 2017Q4 202112
Dorsey & Whitney Trust CO LLC 12120.03%0.04%0.06%Q1 2019Q4 202112
Winthrop Advisory Group LLC 1110.04%0.13%0.23%Q3 2019Q1 202312
SOA Wealth Advisors, LLC. 12120.10%0.12%0.14%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.93%2.20%3.80%Q4 2018Q3 202112
Laird Norton Wetherby Trust Company, LLC 12120.13%0.62%4.15%Q4 2020Q3 202312
Jefferies Group LLC 710.00%0.03%0.28%Q2 2013Q3 202212
RESTON WEALTH MANAGEMENT LLC 410.12%0.28%0.87%Q4 2018Q3 202312
Accel Wealth Management 12120.03%0.57%2.39%Q4 2020Q3 202312
Intellectus Partners, LLC 660.01%0.24%0.47%Q2 2017Q2 202012
Allen Investment Management, LLC 930.07%0.31%0.98%Q4 2014Q1 202212
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.35%1.13%2.84%Q4 2020Q3 202312
BlackRock Fund Advisors 750.06%0.27%0.60%Q2 2013Q4 201612
Paracle Advisors, LLC 1110.20%0.31%0.42%Q4 2016Q1 202112
American Financial Advisors, LLC 12120.03%0.04%0.06%Q4 2018Q3 202112
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12120.16%3.62%5.84%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.15%0.20%0.27%Q4 2020Q3 202312
Arkadios Wealth Advisors 1110.02%0.13%0.64%Q1 2020Q3 202312
CAPITAL ONE, NATIONAL ASSOCIATION 1110.02%0.03%0.17%Q4 2015Q4 201912
Cerity Partners LLC 12120.02%0.18%0.44%Q4 2020Q3 202312
Beta Wealth Group, Inc. 12120.12%3.00%5.98%Q4 2020Q3 202312
DOWLING & YAHNKE LLC 12120.01%0.02%0.04%Q4 2019Q3 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.06%0.12%Q4 2018Q3 202112
Occidental Asset Management, LLC 12120.34%0.53%1.37%Q4 2020Q3 202312
WFA of San Diego, LLC 820.08%0.21%0.32%Q2 2020Q3 202312
Syverson Strege & Co 12120.12%0.34%0.56%Q4 2020Q3 202312
CHARTWELL INVESTMENT PARTNERS, LLC 12120.01%0.02%0.02%Q2 2020Q1 202312
Systematic Alpha Investments, LLC 12120.34%0.43%0.93%Q4 2020Q3 202312
LOOMIS SAYLES & CO L P 510.00%0.00%0.02%Q4 2014Q3 202312
KMG FIDUCIARY PARTNERS, LLC 910.03%1.24%1.80%Q2 2020Q3 202312
Strategic Wealth Partners Group, LLC 520.02%0.57%2.59%Q1 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 750.00%0.08%0.31%Q4 2019Q3 202312
Planned Solutions, Inc. 740.19%0.36%0.46%Q3 2020Q2 202311
Wellspring Financial Advisors, LLC 920.09%0.21%0.38%Q1 2020Q1 202311
Souders Financial Advisors 11110.08%2.28%4.30%Q1 2021Q3 202311
HYA Advisors, Inc 11110.38%1.45%2.26%Q4 2019Q2 202211
PATRON PARTNERS, LLC 11110.33%0.62%0.84%Q1 2021Q3 202311
TCG Advisory Services, LLC 11110.07%0.21%0.64%Q1 2021Q3 202311
Elmwood Wealth Management, Inc. 510.00%0.04%0.12%Q1 2018Q4 202111
B & T Capital Management DBA Alpha Capital Management 11110.15%0.21%0.26%Q2 2014Q4 201611
Cadent Capital Advisors, LLC 11110.11%0.58%2.89%Q4 2020Q2 202311
Juniper Hill Capital Management LP 746.99%27.51%53.53%Q3 2020Q3 202311
BEAM WEALTH ADVISORS, INC. 11110.34%1.09%2.22%Q4 2019Q2 202211
Lumature Wealth Partners, LLC 11110.14%1.47%2.75%Q4 2020Q2 202311
CAROLINAS WEALTH CONSULTING LLC 740.00%0.01%0.02%Q4 2019Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.23%0.71%1.32%Q4 2020Q3 202311
Aull & Monroe Investment Management Corp 830.09%0.12%0.17%Q2 2020Q3 202311
HoyleCohen, LLC 11110.04%0.09%0.15%Q1 2021Q3 202311
Barber Financial Group, Inc. 1010.02%0.46%1.27%Q2 2020Q1 202311
CHILDRESS CAPITAL ADVISORS, LLC 11110.17%0.20%0.23%Q1 2021Q3 202311
Independence Wealth Advisors, Inc. 11110.76%5.96%10.01%Q4 2017Q2 202011
Spire Wealth Management 11111.04%1.34%1.77%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11110.58%1.58%2.57%Q1 2021Q3 202311
Beacon Financial Advisory LLC 710.11%0.19%0.26%Q4 2019Q3 202311
Paragon Advisors, LLC 650.31%2.39%6.17%Q2 2020Q3 202311
CURIAN CAPITAL LLC 11110.93%1.92%3.98%Q2 2013Q4 201511
Fermata Advisors, LLC 11110.24%3.15%6.25%Q1 2021Q3 202311
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11112.62%8.61%26.27%Q4 2019Q2 202211
Bradley & Co. Private Wealth Management, LLC 11110.02%0.29%0.73%Q1 2021Q3 202311
ACCURATE INVESTMENT SOLUTIONS, INC. 11110.00%0.68%7.39%Q4 2015Q2 201811
PARSONS CAPITAL MANAGEMENT INC/RI 11110.03%0.04%0.05%Q1 2015Q3 201711
Clarity Financial LLC 920.16%0.26%0.58%Q4 2020Q3 202311
Bridgeworth, LLC 530.09%0.28%0.53%Q4 2016Q1 202011
Ameritas Investment Company, LLC 11110.08%0.27%0.49%Q1 2019Q3 202111
Newport Capital Group, LLC 920.92%2.51%3.58%Q4 2020Q3 202311
Sierra Capital LLC 11110.02%0.31%0.65%Q1 2021Q3 202311
IPG Investment Advisors LLC 310.07%0.10%0.17%Q2 2017Q2 202211
MANAGED ACCOUNT SERVICES INC 610.07%0.14%0.24%Q4 2016Q3 202111
Stonebridge Capital Advisors LLC 11110.01%0.02%0.07%Q1 2021Q3 202311
Independent Advisor Alliance 410.01%0.31%2.08%Q1 2017Q4 202211
Weaver C. Barksdale & Associates, Inc. 510.01%0.02%0.03%Q2 2014Q4 201711
Zhang Financial LLC 11110.15%0.40%0.78%Q1 2021Q3 202311
Rock Creek Group, LP 1012.05%4.36%10.68%Q4 2019Q3 202311
Joel Isaacson & Co., LLC 740.02%0.03%0.04%Q2 2015Q3 202311
Range Financial Group LLC 11110.50%1.33%2.62%Q1 2021Q3 202311
Narus Financial Partners, LLC 740.76%1.02%1.46%Q4 2016Q3 202311
Accuvest Global Advisors 920.21%0.38%0.82%Q2 2013Q4 201611
DOW CHEMICAL CO /DE/ 11110.20%13.60%64.72%Q1 2021Q3 202311
Core Wealth Advisors, Inc. 650.00%0.75%2.99%Q1 2020Q3 202311
Trek Financial, LLC 830.02%0.13%0.45%Q2 2020Q3 202311
HARBOR ADVISORY CORP /MA/ 11110.14%0.33%0.56%Q1 2021Q3 202311
Harvest Investment Services, LLC 910.13%1.94%4.61%Q4 2018Q2 202311
FIDUCIENT ADVISORS LLC 11110.89%2.47%12.48%Q1 2021Q3 202311
Family Legacy, Inc. 410.12%0.16%0.24%Q2 2017Q4 202011
Swaine & Leidel Wealth Services, LLC 1010.50%0.78%2.02%Q4 2018Q1 202211
CADENCE BANK NA 11110.14%0.18%0.23%Q4 2019Q2 202211
CAMBRIDGE TRUST CO 11110.03%0.58%1.06%Q1 2021Q3 202311
J.Safra Asset Management Corp 830.16%0.93%6.39%Q4 2020Q3 202311
Semmax Financial Advisors Inc. 710.00%0.03%0.09%Q4 2018Q3 202311
Crescent Grove Advisors, LLC 11110.15%0.28%0.49%Q1 2021Q3 202311
CHEMUNG CANAL TRUST CO 11110.24%1.72%5.40%Q2 2021Q4 202311
Epstein & White Financial LLC 830.08%1.23%9.75%Q4 2017Q2 202111
Pinnacle Summer Investments, Inc. 11110.00%0.76%2.23%Q2 2013Q4 201511
AFFINITY WEALTH MANAGEMENT LLC 510.11%1.28%12.07%Q2 2013Q3 202111
Accredited Investors Inc. 810.08%1.04%3.34%Q3 2015Q3 202311
QUEST CAPITAL MANAGEMENT INC /ADV 11110.05%0.98%1.61%Q2 2019Q4 202111
Slow Capital, Inc. 830.12%0.56%1.48%Q1 2018Q3 202311
NatWest Group plc 1010.02%0.07%0.21%Q2 2013Q3 201611
Cambria Investment Management, L.P. 1010.00%0.52%0.75%Q4 2014Q1 201911
TRUEWEALTH LLC 11110.39%0.63%1.20%Q4 2017Q2 202011
Cornerstone Advisors, Inc. 1010.01%0.14%0.26%Q3 2016Q4 201911
SENTRY INVESTMENT MANAGEMENT LLC 11110.21%0.28%0.31%Q2 2013Q4 201511
Kore Private Wealth LLC 11110.13%0.36%0.54%Q3 2019Q1 202211
Sage Advisory Services, Ltd.Co. 510.08%0.60%2.60%Q1 2015Q2 202211
Spectrum Management Group, LLC 11110.04%0.10%0.22%Q1 2020Q3 202211
WestHill Financial Advisors, Inc. 920.36%0.43%0.54%Q4 2020Q3 202311
JMG Financial Group, Ltd. 650.06%0.06%0.08%Q4 2020Q3 202311
ACG Wealth 1010.00%0.06%0.10%Q4 2013Q2 202211
Financial & Tax Architects, LLC 11113.36%4.23%5.35%Q1 2021Q3 202311
Benchmark Financial Wealth Advisors, LLC 11110.22%5.93%8.46%Q3 2019Q1 202211
AXA S.A. 11110.01%0.03%0.05%Q1 2017Q3 201911
CT Financial Advisors LLC 1011.32%1.86%2.74%Q1 2014Q1 201711
Capital Advisors Wealth Management, LLC 11110.14%0.89%2.23%Q1 2021Q3 202311
HHM Wealth Advisors, LLC 11110.00%0.14%0.19%Q1 2021Q3 202311
BALDWIN BROTHERS LLC/MA 740.00%0.00%0.00%Q1 2021Q4 202311
Apriem Advisors 11110.01%0.02%0.02%Q3 2014Q1 201711
BRASADA CAPITAL MANAGEMENT, LP 740.05%0.08%0.15%Q3 2019Q3 202211
McLean Asset Management Corp 1010.11%0.54%1.19%Q1 2021Q4 202311
Navalign, LLC 11110.10%0.42%1.69%Q1 2021Q3 202311
Domani Wealth, LLC 920.13%3.77%9.42%Q1 2020Q1 202311
D'Orazio & Associates, Inc. 920.01%0.03%0.06%Q4 2018Q3 202111
Carl P. Sherr & Co., LLC 11110.15%0.22%0.34%Q4 2019Q2 202211
RAND WEALTH, LLC 550.04%3.95%7.37%Q1 2016Q3 201810
Curi Wealth Management, LLC 910.02%0.16%0.49%Q4 2020Q3 202310
Greenwich Wealth Management LLC 10100.06%0.08%0.10%Q1 2017Q2 201910
Vestcor Inc 10100.20%0.21%0.23%Q2 2021Q3 202310
NorthCoast Asset Management LLC 10100.76%0.99%1.19%Q2 2019Q3 202110
Mosaic Advisors LLC 10100.86%4.81%18.96%Q2 2021Q3 202310
Copperleaf Capital, LLC 10100.18%0.24%0.46%Q4 2019Q1 202210
Huber Financial Advisors, LLC 10100.09%0.16%0.24%Q4 2017Q1 202010
SMH CAPITAL ADVISORS INC 10101.46%2.38%3.32%Q4 2017Q1 202010
HC FINANCIAL ADVISORS INC 10100.00%0.02%0.08%Q1 2020Q2 202210
SignalPoint Asset Management, LLC 730.07%0.10%0.17%Q1 2021Q3 202310
Renaissance Technologies 410.00%0.01%0.02%Q1 2018Q1 202310
Whitnell & Co. 610.00%0.00%0.03%Q2 2013Q4 201910
Tempus Wealth Planning, LLC 10100.23%0.27%0.37%Q2 2021Q3 202310
MTC Wealth Management LLC 917.71%14.36%22.26%Q1 2021Q3 202310
Strategic Investment Advisors / MI 10100.15%1.16%1.70%Q4 2018Q1 202110
Essex Private Wealth Management, LLC 10101.40%2.08%4.41%Q4 2019Q1 202210
Titus Wealth Management 10100.11%0.17%0.29%Q1 2020Q2 202210
Bank of New Hampshire 10100.01%0.04%0.12%Q2 2021Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.04%0.37%0.75%Q2 2021Q3 202310
&PARTNERS 10100.18%0.24%0.31%Q2 2021Q3 202310
MOTIVE WEALTH ADVISORS 10102.68%3.75%4.84%Q2 2021Q3 202310
Daiwa Securities Group Inc. 10100.07%0.09%0.10%Q2 2021Q3 202310
TUCKER ASSET MANAGEMENT LLC 510.01%0.04%0.16%Q4 2020Q3 202310
Iron Horse Wealth Management, LLC 640.00%0.00%0.00%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.16%0.55%1.68%Q1 2021Q3 202310
Spears Abacus Advisors LLC 10100.04%0.06%0.07%Q3 2013Q4 201510
Delos Wealth Advisors, LLC 10101.29%3.41%6.95%Q2 2021Q3 202310
Vigilare Wealth Management 550.43%2.64%12.78%Q2 2020Q4 202310
Blue Barn Wealth, LLC 10103.16%3.71%4.08%Q2 2021Q3 202310
Beaumont Capital Management, LLC 730.55%2.05%3.21%Q1 2021Q3 202310
Westshore Wealth, LLC 10100.19%0.30%0.42%Q1 2021Q2 202310
Omnia Family Wealth, LLC 10100.01%0.33%3.24%Q4 2016Q1 201910
Eagle Bay Advisors LLC 10100.01%0.15%1.39%Q2 2021Q3 202310
Annex Advisory Services, LLC 610.08%0.29%1.25%Q2 2013Q3 202310
Fortress Wealth Group, LLC 10100.93%1.22%1.56%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
TIEDEMANN ADVISORS, LLC 550.01%0.38%1.93%Q4 2015Q3 202310
Lake Point Wealth Management 520.09%2.22%9.76%Q4 2018Q2 202210
MONEY CONCEPTS CAPITAL CORP 820.12%0.96%4.44%Q4 2020Q3 202310
Tidal Investments LLC 730.17%1.39%2.71%Q4 2018Q3 202310
R. W. Roge & Company, Inc. 10102.74%4.61%12.57%Q4 2019Q1 202210
PSI Advisors, LLC 910.03%0.05%0.09%Q4 2019Q3 202310
Snider Financial Group 10105.27%8.23%10.22%Q2 2021Q3 202310
GFS Advisors, LLC 910.18%0.53%1.98%Q1 2016Q3 202310
Gemmer Asset Management LLC 10100.01%0.59%0.97%Q2 2021Q3 202310
Hefty Wealth Partners 10100.43%3.77%6.40%Q4 2015Q1 201810
Bradley Mark J. 820.32%0.94%1.18%Q4 2020Q2 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10100.03%0.15%0.59%Q4 2018Q1 202110
Equinox Fund Management LLC 101014.01%14.33%14.60%Q2 2013Q3 201510
DDD Partners, LLC 730.07%1.81%3.49%Q4 2017Q2 202210
WOODWARD DIVERSIFIED CAPITAL, LLC 10100.16%0.20%0.24%Q4 2020Q1 202310
Susquehanna International Group Ltd. 511.47%7.13%24.36%Q1 2020Q3 202310
TPB WEALTH ADVISORS 10100.41%0.73%1.35%Q4 2020Q1 202310
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.01%Q2 2013Q3 202310
NOMURA HOLDINGS INC 410.00%0.40%1.11%Q4 2012Q1 201910
Prudent Man Advisors, LLC 10100.14%0.19%0.39%Q2 2021Q3 202310
NISA INVESTMENT ADVISORS, LLC 820.26%0.85%1.60%Q1 2019Q4 202110
Intrua Financial, LLC 910.10%0.31%0.56%Q2 2020Q1 202310
Baldwin Investment Management, LLC 10100.11%0.12%0.12%Q2 2014Q3 201610
BARINGS LLC 10100.28%1.40%2.65%Q2 2021Q3 202310
West Branch Capital LLC 10100.06%0.08%0.10%Q2 2021Q3 202310
SCHMIDT P J INVESTMENT MANAGEMENT INC 10100.05%2.67%4.04%Q3 2020Q4 202210
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 820.01%0.04%0.06%Q4 2015Q2 201810
Qube Research & Technologies Ltd 610.00%0.19%1.00%Q4 2019Q3 202310
Legacy Advisors, LLC 820.01%0.01%0.02%Q4 2016Q2 201910
Commonwealth Financial Services, LLC 10100.01%8.37%47.51%Q4 2014Q1 201710
Garrison Point Capital, LLC 10100.20%2.46%7.82%Q2 2020Q3 202210
GSB Wealth Management, LLC 820.46%0.49%0.53%Q1 2021Q3 202310
Better Money Decisions, LLC 10100.56%1.82%3.25%Q1 2021Q2 202310
First Capital Advisors Group, LLC. 640.00%0.62%1.50%Q4 2016Q2 202310
CITY NATIONAL BANK 10100.00%0.03%0.13%Q2 2013Q3 201510
Guardian Wealth Advisors, LLC 10100.19%0.53%1.07%Q4 2020Q1 202310
DEERE & CO 640.49%24.91%55.17%Q2 2016Q3 202310
FLOW TRADERS U.S. LLC 310.03%0.17%0.54%Q2 2016Q3 202310
Aletheian Wealth Advisors LLC 990.78%1.34%2.60%Q4 2021Q4 20239
CAPITAL ONE FINANCIAL CORP 990.15%0.50%0.86%Q1 2020Q1 20229
Jasper Ridge Partners, L.P. 710.01%0.11%0.49%Q4 2015Q3 20189
Sanford Advisory Services, LLC 990.31%0.53%1.78%Q4 2020Q4 20229
Northwest Bancshares, Inc. 990.05%0.39%0.87%Q2 2020Q2 20229
PFG Private Wealth Management, LLC 990.02%0.04%0.06%Q3 2021Q3 20239
YHB Investment Advisors, Inc. 990.10%0.39%0.91%Q3 2020Q3 20229
Ruggie Capital Group 420.00%0.01%0.06%Q4 2014Q4 20189
OLD DOMINION CAPITAL MANAGEMENT INC 990.05%0.07%0.11%Q3 2019Q3 20219
Westbourne Investment Advisors, Inc. 990.15%0.23%0.34%Q2 2021Q2 20239
FLAGSTAR ADVISORS INC 991.11%1.37%1.77%Q3 2021Q3 20239
DFPG INVESTMENTS, LLC 540.09%0.18%0.34%Q4 2018Q3 20239
Sound Financial Strategies Group, LLC 630.02%16.88%41.06%Q4 2019Q2 20239
REGENTATLANTIC CAPITAL LLC 810.00%0.28%1.01%Q4 2014Q3 20229
UBS AG 660.00%0.12%0.23%Q2 2013Q3 20149
MainStreet Investment Advisors LLC 990.05%0.55%4.32%Q2 2019Q2 20219
Lehman & Derafelo Financial Resources LLC 610.00%0.01%0.03%Q3 2019Q3 20229
DeGreen Capital Management LLC 990.56%4.83%10.33%Q4 2016Q4 20189
GeoWealth Management, LLC 330.00%0.28%0.82%Q2 2019Q3 20239
Grace Capital 990.13%0.30%0.46%Q4 2018Q4 20209
TNF LLC 990.11%0.29%0.43%Q3 2021Q3 20239
Saba Capital Management, L.P. 630.17%1.81%5.04%Q2 2013Q3 20159
GERMAN AMERICAN BANCORP, INC. 540.06%0.10%0.14%Q3 2019Q3 20239
Edgehill Endowment Partners, LLC 991.71%7.80%23.72%Q3 2021Q3 20239
Elite Wealth Management, Inc. 990.00%0.01%0.03%Q3 2012Q3 20149
Tranquilli Financial Advisor LLC 990.20%1.21%2.23%Q4 2020Q4 20229
WC Walker & Associates, Inc. 990.36%0.57%0.67%Q4 2020Q4 20229
SevenBridge Financial Group, LLC 710.01%0.07%0.56%Q2 2016Q4 20219
EisnerAmper Wealth Management Corporate Benefits, LLC 990.09%2.55%16.99%Q4 2021Q4 20239
Biltmore Family Office, LLC 630.01%0.04%0.08%Q1 2020Q3 20239
SEGALL BRYANT & HAMILL, LLC 320.01%0.01%0.01%Q1 2013Q4 20189
Outlook Wealth Advisors, LLC 720.08%0.76%2.03%Q1 2020Q3 20239
ProVise Management Group, LLC 410.02%0.05%0.15%Q2 2013Q3 20239
MKD WEALTH COACHES, LLC 630.02%2.25%4.37%Q4 2018Q4 20219
Ferris Capital, LLC 990.09%0.18%0.24%Q1 2019Q1 20219
3D/L Capital Management, LLC 990.05%0.10%0.14%Q2 2021Q2 20239
GoalVest Advisory LLC 330.08%1.73%5.64%Q4 2020Q4 20239
Madrona Financial Services, LLC 990.15%0.21%0.50%Q3 2021Q3 20239
MidWestOne Financial Group, Inc. 510.05%0.14%0.22%Q4 2019Q3 20239
WHITENER CAPITAL MANAGEMENT, INC. 510.04%0.07%0.15%Q1 2018Q3 20239
Horrell Capital Management, Inc. 610.02%0.02%0.03%Q2 2014Q2 20189
MANAGED ACCOUNT ADVISORS LLC 990.01%0.04%0.09%Q2 2013Q2 20159
HighMark Wealth Management LLC 540.00%0.02%0.05%Q2 2020Q3 20239
Stonebridge Financial Planning Group, LLC 990.06%0.11%0.17%Q4 2019Q4 20219
ALBION FINANCIAL GROUP /UT 810.00%0.29%0.44%Q2 2013Q4 20219
Cypress Wealth Services, LLC 990.06%0.48%0.86%Q3 2021Q3 20239
Colonial River Wealth Management, LLC 630.15%0.22%0.38%Q4 2020Q1 20239
Rafferty Asset Management, LLC 720.04%0.23%0.50%Q2 2013Q2 20189
Fiduciary Group LLC 990.17%0.88%1.66%Q4 2019Q4 20219
Jackson Wealth Management, LLC 991.22%5.17%12.79%Q4 2014Q4 20169
Concord Wealth Partners 420.00%0.03%0.06%Q1 2021Q3 20239
OPTIMUM INVESTMENT ADVISORS 710.00%0.05%0.08%Q3 2013Q4 20239
Demars Financial Group, LLC 990.13%0.45%1.01%Q1 2020Q1 20229
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 990.14%0.86%4.97%Q3 2021Q3 20239
SlateStone Wealth, LLC 630.06%0.30%0.58%Q2 2019Q3 20239
Greystone Financial Group, LLC 720.73%3.00%6.91%Q4 2020Q3 20239
Walkner Condon Financial Advisors LLC 810.05%0.21%0.61%Q1 2021Q2 20239
U.S. Capital Wealth Advisors, LLC 990.03%0.21%0.71%Q3 2021Q3 20239
Allegis Investment Advisors, LLC 720.15%0.64%1.49%Q4 2015Q1 20189
Clearview Wealth Advisors LLC 810.01%0.31%2.35%Q4 2020Q2 20239
HOLDERNESS INVESTMENTS CO 540.10%0.62%1.92%Q1 2017Q4 20209
Five Oceans Advisors 990.31%0.39%0.61%Q3 2021Q3 20239
IBERIABANK CORP 810.03%0.30%0.63%Q4 2017Q2 20209
Castleview Partners, LLC 810.02%0.11%0.54%Q2 2021Q3 20239
Falcon Wealth Planning 990.05%0.14%0.68%Q3 2021Q3 20239
First Command Advisory Services, Inc. 410.00%0.00%0.00%Q4 2017Q3 20239
TBH Global Asset Management, LLC 630.12%2.87%5.39%Q4 2019Q3 20239
First Bank & Trust 990.01%4.36%6.59%Q3 2021Q3 20239
Dentgroup LLC 990.32%1.90%6.53%Q4 2021Q4 20239
Independent Wealth Network Inc. 990.31%0.37%0.47%Q3 2021Q3 20239
Badgley Phelps Wealth Managers, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Financial Management Professionals, Inc. 810.02%0.11%0.17%Q2 2016Q3 20239
GoalFusion Wealth Management, LLC 9919.21%23.04%40.22%Q4 2021Q4 20239
Vontobel Swiss Wealth Advisors AG 990.74%0.99%1.20%Q2 2019Q2 20219
LITTLE HOUSE CAPITAL LLC 810.27%0.69%1.91%Q4 2018Q1 20229
Goodwin Investment Advisory 630.00%0.04%0.12%Q4 2020Q3 20239
John W. Brooker & Co., CPAs 540.00%0.50%1.21%Q4 2019Q3 20239
HawsGoodwin Investment Management LLC 990.02%0.48%0.74%Q4 2019Q4 20219
Corbenic Partners LLC 710.00%0.00%0.02%Q4 2014Q2 20229
Grant Street Asset Management, Inc. 990.09%3.11%11.18%Q2 2020Q2 20229
Aris Wealth Services, Inc. 721.92%2.77%4.54%Q2 2013Q3 20159
OptiFour Integrated Wealth Management, LLC 993.53%4.29%4.89%Q4 2017Q4 20199
Fusion Investment Group, LLC 990.95%5.71%11.46%Q4 2013Q4 20159
High Net Worth Advisory Group LLC 993.40%3.79%4.30%Q4 2021Q4 20239
TD Waterhouse Canada Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Bluefin Trading, LLC 210.02%1.12%3.59%Q2 2013Q2 20208
Global Atlantic Investment Advisors, LLC 8812.55%13.67%14.62%Q4 2014Q3 20168
Rather & Kittrell, Inc. 880.89%2.41%3.91%Q4 2021Q3 20238
Private Wealth Group, LLC 410.60%3.27%9.69%Q4 2017Q3 20238
Hanlon Investment Management, Inc. 310.03%0.10%0.16%Q1 2019Q3 20238
Bank of Kentucky, Inc. 880.14%0.16%0.20%Q2 2013Q1 20158
ZEKE CAPITAL ADVISORS, LLC 880.99%2.49%4.41%Q1 2016Q4 20178
Spectrum Asset Management, Inc. (NB/CA) 880.15%1.55%2.95%Q2 2020Q1 20228
Verition Fund Management LLC 310.01%0.55%2.73%Q2 2013Q2 20238
Hayek Kallen Investment Management 881.09%1.88%2.65%Q4 2021Q3 20238
Analyst IMS Investment Management Services Ltd. 880.14%0.36%0.47%Q4 2016Q3 20188
FundX Investment Group, LLC 711.04%7.64%19.52%Q2 2016Q3 20208
Blue Sky Asset Management, LLC 310.14%4.86%12.43%Q2 2017Q2 20208
Montecito Bank & Trust 710.35%4.18%8.23%Q4 2014Q4 20168
Scottrade Investment Management 8815.19%23.33%30.54%Q4 2015Q3 20178
FFT WEALTH MANAGEMENT LLC 410.10%0.68%2.11%Q4 2016Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.12%0.16%0.19%Q4 2021Q3 20238
Crow Point Partners, LLC 880.56%1.62%4.81%Q1 2018Q4 20198
SL ADVISORS, LLC 880.26%0.51%1.09%Q2 2016Q1 20188
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 610.00%0.00%0.01%Q1 2018Q3 20238
Copperwynd Financial, LLC 510.14%1.28%2.38%Q1 2020Q3 20238
CABANA LLC 310.01%2.31%8.48%Q2 2018Q2 20238
Guidant Wealth Advisors 440.02%0.20%1.10%Q3 2016Q3 20198
PICTET ASSET MANAGEMENT SA 880.02%0.03%0.06%Q3 2021Q2 20238
Phocas Financial Corp. 880.04%0.06%0.08%Q1 2021Q4 20228
BBR PARTNERS, LLC 880.02%0.05%0.07%Q4 2021Q3 20238
Advisors Capital Management, LLC 310.02%0.05%0.14%Q2 2018Q3 20228
Hugh Johnson Advisors LLC 880.28%0.99%5.27%Q2 2013Q1 20158
RMB Capital Management, LLC 410.01%0.09%0.20%Q1 2019Q3 20238
Independent Portfolio Consultants, Inc. 880.06%0.07%0.09%Q1 2014Q4 20158
Conservest Capital Advisors, Inc. 710.09%5.98%9.48%Q3 2019Q1 20228
Watermark Asset Management, Inc. 8814.67%15.77%17.17%Q1 2017Q4 20188
Stratos Investment Management, LLC 710.06%0.18%0.40%Q1 2021Q1 20238
EverSource Wealth Advisors, LLC 880.08%0.13%0.19%Q4 2021Q3 20238
Weil Company, Inc. 710.45%2.50%6.67%Q4 2017Q3 20238
Berman Capital Advisors, LLC 880.00%0.01%0.02%Q4 2019Q3 20218
Context Capital Management, LLC 530.67%1.47%2.51%Q4 2018Q4 20208
Acorn Wealth Advisors, LLC 530.06%0.17%0.29%Q4 2017Q2 20218
Rinkey Investments 880.15%0.63%1.26%Q4 2021Q3 20238
Secrest Blakey & Associates, LLC 880.60%1.15%1.54%Q4 2017Q3 20198
Financial Partners Group, Inc 880.06%0.08%0.10%Q2 2020Q1 20228
Leonard Rickey Investment Advisors P.L.L.C. 610.18%0.21%0.26%Q4 2017Q3 20238
Claret Asset Management Corp 880.06%0.13%0.21%Q3 2019Q2 20218
Pathway Financial Advisors LLC 530.00%0.75%5.45%Q4 2017Q3 20238
Aquire Wealth Advisors, LLC 882.68%3.39%3.68%Q4 2021Q3 20238
All Season Financial Advisors, Inc. 530.74%1.02%1.63%Q2 2021Q2 20238
Heritage Financial Services, LLC 880.61%2.16%4.84%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.03%0.03%0.05%Q2 2013Q1 20158
Landsberg, Bennett, & Dubbaneh LLC 882.69%5.59%6.66%Q4 2019Q3 20218
EASTERLY INVESTMENT PARTNERS LLC 881.02%1.12%1.31%Q4 2021Q3 20238
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 880.08%0.50%1.14%Q2 2013Q1 20158
TORONTO DOMINION BANK 410.10%0.33%0.60%Q1 2020Q1 20238
Astoria Strategic Wealth, Inc. 880.78%8.23%12.18%Q4 2021Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.01%0.02%0.06%Q2 2013Q1 20158
Ranch Capital Advisors Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
Erickson Financial Group, LLC 885.73%6.03%6.47%Q4 2021Q3 20238
Silicon Hills Wealth Management, LLC 880.14%0.26%0.39%Q4 2019Q3 20218
Live Oak Private Wealth LLC 880.83%1.15%1.69%Q2 2020Q1 20228
Symphony Financial, Ltd. Co. 530.06%0.16%0.30%Q2 2020Q2 20238
Parcion Private Wealth LLC 530.08%0.37%0.82%Q4 2020Q3 20238
TI-TRUST, INC 883.43%3.87%4.32%Q4 2021Q3 20238
Mattern Wealth Management LLC 880.15%0.59%1.79%Q4 2019Q3 20218
Wealth Enhancement & Preservation of GA, LLC 440.36%2.68%4.87%Q2 2020Q2 20238
Citizens National Bank Trust Department 880.02%0.02%0.04%Q4 2021Q3 20238
TFG Advisers LLC 710.10%0.12%0.15%Q4 2019Q1 20228
Revolve Wealth Partners, LLC 880.12%0.26%0.35%Q4 2021Q3 20238
Royal Fund Management, LLC 210.00%0.04%0.16%Q1 2017Q2 20208
StrongBox Wealth, LLC 880.41%2.11%3.10%Q1 2020Q4 20218
Northstar Advisory Group, LLC 320.27%3.28%6.50%Q4 2020Q3 20238
Mechanics Financial Corp 880.05%0.06%0.06%Q4 2021Q3 20238
Rise Advisors, LLC 880.19%0.94%1.78%Q4 2021Q3 20238
TruWealth Advisors, LLC 510.02%1.98%5.80%Q4 2020Q3 20238
SWMG, LLC 440.21%0.30%0.39%Q2 2021Q2 20238
Journey Advisory Group, LLC 880.23%0.33%0.46%Q4 2020Q3 20228
Taylor & Morgan Wealth Management, LLC 880.18%0.31%0.70%Q4 2021Q3 20238
Sandbox Financial Partners, LLC 880.29%0.73%1.54%Q4 2020Q3 20228
AGINCOURT CAPITAL MANAGEMENT, LLC 8812.36%14.60%16.07%Q4 2021Q3 20238
Itau Unibanco Holding S.A. 440.02%0.26%0.56%Q4 2016Q1 20238
Boyd Wealth Management, LLC 886.54%12.21%16.90%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.42%0.69%1.00%Q4 2021Q3 20238
Bridge Advisory, LLC 880.14%0.19%0.27%Q4 2020Q3 20228
Ignite Planners, LLC 880.44%0.87%1.34%Q4 2021Q3 20238
South Shore Capital Advisors 880.49%0.68%0.81%Q4 2020Q3 20228
Benedetti & Gucer, Inc. 880.37%0.90%2.49%Q4 2021Q3 20238
FourThought Financial, LLC 880.37%0.42%0.52%Q4 2020Q3 20228
C2C Wealth Management, LLC 880.32%0.43%0.51%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.28%0.32%0.40%Q4 2021Q3 20238
Lifeworks Advisors, LLC 880.24%0.43%0.48%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 8826.40%31.58%34.95%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.20%0.29%0.36%Q4 2021Q3 20238
Bromfield Sneider Wealth Advisors 880.10%2.68%3.83%Q1 2022Q4 20238
Tanager Wealth Management LLP 881.00%2.11%3.75%Q4 2021Q3 20238
DMC Group, LLC 884.21%4.59%4.99%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.06%0.25%0.45%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.04%0.05%0.06%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.09%0.17%0.22%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.61%0.75%0.94%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.05%0.14%0.25%Q4 2021Q3 20238
Evergreen Wealth Solutions, LLC 881.87%3.44%5.77%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.02%0.04%0.21%Q4 2021Q3 20238
American Trust 880.03%0.51%0.91%Q4 2021Q3 20238
Bowman & Co S.C. 889.19%10.56%14.71%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.13%0.15%0.17%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.42%0.56%0.77%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.04%0.06%0.07%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.20%0.26%0.32%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.01%0.03%Q4 2021Q3 20238
Gould Capital, LLC 880.21%5.48%9.52%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.25%0.42%0.57%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.75%0.99%1.22%Q4 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 880.46%1.77%3.76%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.04%0.08%Q4 2021Q3 20238
Frontier Asset Management, LLC 880.84%3.11%5.56%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 8815.00%15.93%16.83%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.40%0.49%0.57%Q4 2021Q3 20238
Joseph Group Capital Management 880.07%0.18%0.64%Q4 2021Q3 20238
City State Bank 880.50%0.75%1.19%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.61%1.74%4.98%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Intergy Private Wealth, LLC 880.26%0.50%0.62%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.17%0.31%0.51%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 881.49%2.36%3.76%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.25%0.31%0.38%Q4 2021Q3 20238
Ascent Group, LLC 881.17%1.81%2.20%Q4 2021Q3 20238
Security Financial Services, INC. 880.72%1.98%3.25%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.25%0.34%0.42%Q4 2021Q3 20238
Leo H. Evart, Inc. 880.39%0.47%0.53%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.01%0.50%1.93%Q4 2021Q3 20238
Greenspring Advisors, LLC 882.76%6.48%8.46%Q4 2021Q3 20238
Atlas Financial Advisors, Inc. 880.72%19.38%29.87%Q4 2021Q3 20238
Objective Capital Management, LLC 881.45%2.24%3.87%Q4 2021Q3 20238
Asset Management Resources, LLC 880.50%0.81%1.90%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.58%0.99%1.92%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.16%0.34%0.68%Q4 2021Q3 20238
W ADVISORS, LLC 880.28%0.57%0.85%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.06%0.56%1.49%Q4 2021Q3 20238
GDS Wealth Management 880.05%1.43%5.57%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.11%0.48%1.80%Q4 2021Q3 20238
Stephens Consulting, LLC 880.30%1.03%3.66%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.12%0.22%0.33%Q4 2021Q3 20238
LOWE BROCKENBROUGH & CO INC 710.21%0.33%0.50%Q3 2021Q3 20238
PITCAIRN CO 880.14%0.41%1.12%Q4 2021Q3 20238
PARTHENON LLC 880.05%0.06%0.07%Q4 2014Q3 20168
DERBY & COMPANY, INC 882.36%3.89%5.23%Q4 2019Q3 20218
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 881.68%3.44%4.58%Q4 2016Q3 20188
L. Roy Papp & Associates, LLP 880.04%0.10%0.13%Q3 2020Q2 20228
BAIRD ROBERT W & CO INC /WI/ 880.05%0.08%0.18%Q2 2013Q1 20158
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 410.08%0.44%2.17%Q4 2013Q3 20198
GRIES FINANCIAL LLC 530.28%0.37%0.52%Q3 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 885.47%6.52%7.13%Q4 2021Q3 20238
I.G. INVESTMENT MANAGEMENT, LTD. 880.00%0.03%0.09%Q3 2015Q2 20178
PAYDEN & RYGEL 880.09%0.31%0.55%Q1 2019Q4 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.11%0.32%Q4 2021Q3 20238
Wechter Feldman Wealth Management, Inc. 886.47%9.87%12.78%Q4 2016Q3 20188
WealthStone, Inc. 885.06%7.04%11.68%Q2 2019Q1 20218
Highland Private Wealth Management 520.09%0.10%0.12%Q1 2016Q2 20197
Private Capital Management, LLC 770.11%0.13%0.15%Q1 2022Q3 20237
Synergy Asset Management, LLC 770.06%0.09%0.14%Q1 2022Q3 20237
LEUTHOLD GROUP, LLC 610.45%0.49%0.56%Q2 2013Q3 20237
Ameliora Wealth Management Ltd. 770.03%1.02%2.38%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.13%0.34%Q4 2021Q2 20237
GODSEY & GIBB, INC 410.01%0.03%0.10%Q4 2020Q3 20237
Schiavi & Co LLC 770.73%1.00%1.74%Q1 2022Q3 20237
Li Winifred I 770.00%0.00%0.00%Q2 2013Q4 20147
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.39%0.80%1.25%Q1 2022Q3 20237
Lionsbridge Wealth Management LLC 430.75%4.12%10.42%Q4 2019Q3 20237
HIGHLAND CAPITAL MANAGEMENT, LLC 770.12%0.13%0.14%Q2 2013Q4 20147
MEANS INVESTMENT CO., INC. 770.05%0.18%0.26%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.02%0.02%0.03%Q2 2013Q4 20147
LeJeune Puetz Investment Counsel LLC 610.06%0.09%0.12%Q4 2016Q3 20187
P/E Global LLC 77100.00%100.00%100.00%Q1 2022Q3 20237
Lattice Strategies LLC 770.16%2.04%2.84%Q3 2013Q1 20157
Granite Bay Wealth Management, LLC 610.49%0.87%1.96%Q4 2021Q3 20237
Raleigh Capital Management Inc. 770.00%0.02%0.04%Q1 2022Q3 20237
BlackRock Group LTD 430.01%0.02%0.02%Q1 2015Q4 20167
Crosspoint Capital Strategies, LLC 520.01%0.28%1.68%Q4 2013Q1 20167
Tyler-Stone Wealth Management 520.16%0.22%0.28%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.02%0.05%0.07%Q1 2022Q3 20237
MATTERN CAPITAL MANAGEMENT, LLC 770.06%0.07%0.09%Q2 2021Q4 20227
RAYMOND JAMES TRUST CO. OF NH 7712.86%17.76%20.29%Q1 2022Q3 20237
Shamrock Asset Management LLC 610.07%0.39%0.68%Q3 2015Q1 20197
Family Management Corp 770.13%0.16%0.22%Q2 2020Q4 20217
SeaCrest Wealth Management, LLC 610.02%0.03%0.06%Q4 2017Q2 20227
Lombard Odier Transatlantic Ltd 770.01%1.05%2.46%Q1 2015Q3 20167
Rathbones Group PLC 770.00%0.01%0.01%Q3 2019Q1 20217
Atria Wealth Solutions, Inc. 770.37%0.44%0.51%Q1 2022Q3 20237
Tri-Star Advisors Inc. 770.10%6.97%18.83%Q3 2021Q1 20237
TIEDEMANN TRUST CO 770.02%0.36%1.01%Q2 2014Q4 20157
AHL Partners LLP 410.08%0.72%1.52%Q3 2014Q4 20177
Cahill Wealth Management, LLC 771.69%2.37%3.19%Q1 2022Q3 20237
TCF National Bank 770.06%0.09%0.12%Q3 2019Q1 20217
Forefront Analytics, LLC 430.04%1.44%3.12%Q4 2017Q1 20207
Simplify Asset Management Inc. 770.04%0.22%0.74%Q1 2022Q3 20237
Horizons Wealth Management 770.39%0.48%0.70%Q2 2022Q4 20237
Benin Management CORP 770.08%0.09%0.10%Q1 2022Q3 20237
Accurate Wealth Management, LLC 770.13%0.77%2.05%Q1 2022Q3 20237
Strategies Wealth Advisors, LLC 430.13%0.20%0.28%Q4 2021Q3 20237
Rinet Co LLC 772.36%5.26%7.71%Q1 2020Q3 20217
ARGENT TRUST COMPANY, N.A. 770.39%0.49%0.60%Q3 2013Q1 20157
Bensler, LLC 770.07%0.10%0.13%Q1 2022Q3 20237
Hills Bank & Trust Co 610.02%0.03%0.05%Q1 2021Q3 20237
Three Bridge Wealth Advisors, LLC 770.07%0.17%0.22%Q1 2022Q3 20237
South Dakota Investment Council 774.78%5.10%5.45%Q1 2022Q3 20237
CETERA INVESTMENT MANAGEMENT LLC 770.57%1.37%2.04%Q4 2015Q2 20177
Steinberg Global Asset Management 430.37%1.76%2.38%Q2 2013Q3 20167
Rockbridge Investment Management, LCC 770.02%0.02%0.02%Q2 2020Q4 20217
KWB Wealth 770.07%0.35%1.49%Q4 2020Q2 20227
DOCK STREET ASSET MANAGEMENT INC 772.10%2.32%2.69%Q4 2020Q2 20227
McElhenny Sheffield Capital Management, LLC 520.08%0.13%0.19%Q4 2021Q3 20237
Aaron Wealth Advisors LLC 770.15%1.24%2.93%Q4 2020Q2 20227
Intersect Capital LLC 770.05%0.08%0.17%Q4 2020Q2 20227
Vestmark Advisory Solutions, Inc. 770.35%0.76%1.72%Q1 2022Q3 20237
Crew Capital Management, Ltd. 770.28%0.31%0.36%Q1 2021Q3 20227
Virtu Financial LLC 310.02%0.07%0.30%Q2 2014Q4 20197
HERITAGE WEALTH MANAGEMENT, LLC 431.58%3.33%4.19%Q1 2021Q4 20227
F/M Investments LLC 770.19%0.20%0.22%Q4 2020Q2 20227
AFFINIA FINANCIAL GROUP, LLC 770.18%0.20%0.22%Q1 2020Q3 20217
Buffington Mohr McNeal 770.07%0.08%0.08%Q3 2013Q1 20157
NEW ENGLAND SECURITIES CORP /MA/ 770.16%0.25%0.41%Q2 2013Q4 20147
Liberty Mutual Group Asset Management Inc. 610.07%3.34%6.94%Q2 2016Q1 20227
Integrated Wealth Management 770.01%0.01%0.02%Q1 2015Q3 20167
Bond & Devick Financial Network, Inc. 430.21%0.25%0.30%Q2 2021Q3 20237
KINGS POINT CAPITAL MANAGEMENT 430.00%0.01%0.01%Q2 2019Q2 20217
Atlantic Union Bankshares Corp 770.02%0.07%0.14%Q1 2020Q3 20217
SUMMIT CAPITAL MANAGEMENT LLC 520.12%0.68%1.07%Q2 2013Q1 20167
COUNTRY CLUB BANK /GFN 770.06%0.09%0.14%Q1 2022Q3 20237
IFS Advisors, LLC 770.00%0.27%0.69%Q4 2020Q2 20227
Stonegate Investment Group, LLC 770.01%0.13%0.17%Q1 2022Q3 20237
Global Strategic Investment Solutions, LLC 770.04%0.37%0.64%Q1 2021Q3 20227
Grant/GrossMendelsohn, LLC 770.24%2.86%4.74%Q1 2022Q3 20237
Trustees of the Smith College 773.85%28.88%57.53%Q1 2022Q3 20237
ADE, LLC 770.20%0.71%3.18%Q4 2020Q2 20227
Connectus Wealth, LLC 770.12%0.15%0.17%Q1 2022Q3 20237
High Note Wealth, LLC 770.09%0.13%0.20%Q4 2020Q2 20227
Alberta Investment Management Corp 610.68%1.84%3.71%Q4 2019Q4 20217
Private Advisory Group LLC 430.11%0.45%2.31%Q4 2016Q1 20197
Phoenix Wealth Advisors 430.01%14.42%28.26%Q4 2020Q3 20237
Waypoint Wealth Partners Inc. 770.22%0.87%1.82%Q1 2022Q3 20237
Apeiron RIA LLC 520.08%0.11%0.12%Q4 2021Q3 20237
Placemark Investments, Inc. 770.42%0.48%0.56%Q2 2013Q4 20147
Squar Milner Financial Services LLC 520.01%0.02%0.04%Q2 2018Q1 20207
Bell Rock Capital LLC 770.00%0.01%0.03%Q2 2018Q4 20197
Hefren-Tillotson, Inc. 770.89%1.21%2.00%Q3 2018Q1 20207
GIRARD SECURITIES, INC. 610.18%0.40%0.62%Q4 2015Q3 20177
SAXON INTERESTS, INC. 771.37%1.77%2.26%Q4 2021Q2 20237
Permanens Capital L.P. 610.00%0.08%0.16%Q1 2019Q2 20217
TCWP LLC 770.19%0.50%0.99%Q1 2022Q3 20237
TIAA Kaspick, LLC 778.76%14.25%18.56%Q4 2018Q2 20207
AMERICAN NATIONAL BANK & TRUST CO /VA/ 770.23%1.09%1.61%Q2 2014Q4 20157
Koss-Olinger Consulting, LLC 430.06%3.99%8.63%Q4 2021Q3 20237
NEIRG Wealth Management, LLC 770.15%0.21%0.26%Q4 2021Q2 20237
WBH ADVISORY INC 310.03%0.37%0.73%Q3 2021Q3 20237
Avestar Capital, LLC 770.03%0.05%0.11%Q4 2017Q2 20197
Octavia Wealth Advisors, LLC 510.05%0.08%0.10%Q4 2020Q3 20237
Prostatis Group LLC 770.21%3.21%5.40%Q4 2019Q2 20217
PALLADIEM, LLC 430.03%3.91%11.95%Q4 2014Q3 20237
MCDONALD PARTNERS LLC 770.08%0.43%0.58%Q4 2020Q2 20227
Keystone Financial Group 410.04%1.07%6.04%Q4 2017Q3 20237
Clear Harbor Asset Management, LLC 310.01%0.04%0.04%Q1 2017Q3 20207
SILVER OAK SECURITIES, INCORPORATED 770.08%0.11%0.16%Q1 2022Q3 20237
Edge Advisors, LLC 771.08%1.50%1.78%Q4 2016Q2 20187
Argentus Capital Management, LLC 510.25%1.04%2.10%Q2 2013Q3 20167
SILVERHAWK ASSET MANAGEMENT, LLC 773.41%4.46%8.38%Q4 2021Q2 20237
Wealth Alliance Advisory Group, LLC 520.12%3.78%7.64%Q4 2017Q4 20207
ANGELES WEALTH MANAGEMENT, LLC 660.10%0.15%0.19%Q1 2022Q2 20236
Cavalier Investments, LLC 410.11%1.08%4.00%Q1 2016Q4 20206
CARY STREET PARTNERS ASSET MANAGEMENT LLC 510.04%0.06%0.12%Q4 2020Q4 20226
USAdvisors Wealth Management, LLC 510.31%0.55%0.78%Q4 2019Q3 20236
Richard P Slaughter Associates Inc 310.14%0.34%0.58%Q2 2020Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.08%0.10%0.14%Q4 2020Q1 20226
Strategic Equity Management 310.10%9.71%13.72%Q4 2021Q3 20236
PRW Wealth Management LLC 310.51%1.16%3.75%Q2 2020Q3 20236
Coombe, Bender & Co LLC 664.93%5.54%6.44%Q2 2022Q3 20236
SMITH HAYES Advisers, Inc 660.04%0.07%0.14%Q4 2014Q1 20166
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Rede Wealth, LLC 661.02%1.21%1.51%Q2 2022Q3 20236
Clear Perspectives Financial Planning, LLC 510.00%0.01%0.02%Q4 2020Q4 20226
CEDAR HILL ASSOCIATES, LLC 660.10%0.39%0.76%Q3 2017Q4 20186
4J Wealth Management LLC 660.21%0.24%0.31%Q4 2020Q1 20226
Hoese & Co LLP 660.06%0.06%0.07%Q2 2021Q3 20226
Monterey Private Wealth, Inc. 660.39%0.55%0.77%Q3 2020Q4 20216
CAPSTONE INVESTMENT ADVISORS, LLC 660.04%0.15%0.34%Q1 2017Q2 20186
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 663.78%4.52%6.57%Q2 2013Q3 20146
Clean Yield Group 420.00%0.01%0.02%Q3 2020Q3 20236
Aspire Private Capital, LLC 210.00%0.02%0.04%Q4 2018Q4 20216
KMS FINANCIAL SERVICES, INC 660.12%0.16%0.22%Q2 2013Q3 20146
Princeton Global Asset Management LLC 420.00%0.30%0.58%Q4 2018Q2 20206
Clarity Wealth Advisors, LLC 660.18%0.23%0.35%Q3 2021Q4 20226
Carlson Capital Management 510.02%0.03%0.04%Q4 2020Q2 20226
Ascent Wealth Partners, LLC 660.18%0.31%0.39%Q2 2022Q3 20236
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.00%0.01%0.02%Q2 2013Q3 20146
Ally Invest Advisors Inc. 660.03%0.35%0.77%Q2 2022Q3 20236
FIC CAPITAL INC 660.10%0.12%0.16%Q2 2013Q3 20146
MCMILLION CAPITAL MANAGEMENT INC 410.02%0.07%0.28%Q2 2018Q4 20206
SMITH CAPITAL MANAGEMENT INC /AR/ADV 660.45%1.63%2.88%Q2 2019Q3 20206
VALICENTI ADVISORY SERVICES INC 660.07%1.05%1.31%Q1 2021Q2 20226
Bay Harbor Wealth Management, LLC 410.00%0.02%0.05%Q4 2018Q1 20226
COMMUNITY BANK SYSTEM, INC. 661.04%1.21%1.53%Q2 2013Q3 20146
ARGUS INVESTORS' COUNSEL, INC. 660.15%0.34%0.55%Q3 2020Q4 20216
Ackerman Capital Advisors, LLC 660.35%0.52%0.59%Q3 2021Q4 20226
Carlton Hofferkamp & Jenks Wealth Management, LLC 660.10%0.12%0.15%Q4 2020Q1 20226
CCG WEALTH MANAGEMENT, LLC 510.16%1.38%1.90%Q4 2018Q3 20216
Total Wealth Planning, LLC 510.09%0.23%0.33%Q1 2022Q3 20236
Retirement Planning Group, LLC 660.03%0.05%0.07%Q2 2022Q3 20236
Hamilton Wealth, LLC 660.19%1.03%1.90%Q1 2022Q2 20236
PEAVINE CAPITAL, LLC 6613.02%31.13%36.51%Q4 2013Q1 20156
Hoxton Financial, Inc. 510.00%0.52%1.78%Q2 2013Q2 20156
STERNE AGEE GROUP, INC. 420.24%0.29%0.41%Q2 2013Q1 20156
Affiance Financial, LLC 510.00%0.45%1.27%Q1 2020Q3 20236
VisionPoint Advisory Group, LLC 420.00%0.63%0.84%Q4 2018Q3 20236
OneAscent Financial Services LLC 210.08%0.23%0.42%Q2 2019Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
Global Assets Advisory, LLC 660.92%3.09%4.38%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 660.24%0.39%0.60%Q2 2022Q3 20236
Highland Financial Advisors, LLC 660.30%0.54%0.71%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.05%0.07%0.09%Q2 2022Q3 20236
Industrial Alliance Investment Management Inc. 662.00%2.15%2.30%Q4 2021Q1 20236
SIMPLEX TRADING, LLC 210.00%0.01%0.05%Q2 2015Q3 20236
Lansing Street Advisors 660.60%2.14%6.35%Q1 2022Q2 20236
ATWOOD & PALMER INC 660.01%0.01%0.02%Q1 2016Q2 20176
Glassy Mountain Advisors, Inc. 311.06%1.28%1.43%Q4 2021Q3 20236
Advance Capital Management, Inc. 420.03%0.08%0.15%Q4 2021Q3 20236
Autumn Glory Partners, LLC 660.13%0.17%0.21%Q4 2021Q1 20236
Smart Money Group LLC 420.15%0.84%2.64%Q2 2020Q4 20216
Forbes Financial Planning, Inc. 666.65%7.25%7.76%Q2 2022Q3 20236
Forum Private Client Group LLC 664.40%5.80%6.85%Q1 2022Q2 20236
Stanford Investment Group, Inc. 660.02%0.15%0.25%Q3 2015Q4 20166
COOK WEALTH MANAGEMENT GROUP LLC 660.70%0.97%1.23%Q4 2021Q1 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.09%0.52%Q2 2022Q3 20236
Mariner Wealth Advisors-Cincinnati, LLC 310.01%0.02%0.02%Q4 2015Q3 20186
Eagle Strategies LLC 410.08%1.23%2.44%Q4 2021Q3 20236
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.02%0.05%Q1 2022Q3 20236
Stone Asset Management Inc. 660.89%1.59%2.29%Q4 2021Q1 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.01%0.02%Q4 2021Q3 20236
Aurora Private Wealth, Inc. 660.26%0.46%0.86%Q4 2019Q1 20216
SteelBridge Private Wealth Advisors LLC 660.42%0.96%1.57%Q1 2016Q2 20176
MMBG INVESTMENT ADVISORS CO. 660.06%0.08%0.09%Q4 2021Q1 20236
Rex Capital Advisors, LLC 660.34%0.39%0.48%Q3 2016Q4 20176
Peachtree Investment Partners, LLC 660.01%0.01%0.02%Q2 2020Q3 20216
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 660.02%0.05%0.10%Q4 2020Q1 20226
Householder Group Estate & Retirement Specialist, LLC 410.13%0.27%0.38%Q4 2021Q3 20236
Wealth Advisors of Iowa, LLC 510.23%1.12%2.66%Q1 2020Q4 20226
Tenret Co LLC 660.33%3.03%9.14%Q2 2021Q3 20226
HC Advisors, LLC 660.33%0.73%0.90%Q2 2022Q3 20236
Triumph Capital Management 420.12%0.49%1.28%Q3 2021Q3 20236
Regency Capital Management Inc.\DE 660.11%5.75%14.63%Q1 2021Q2 20226
GP Brinson Investments LLC 662.99%5.58%13.25%Q3 2022Q4 20236
RIDGECREST WEALTH PARTNERS, LLC 660.17%0.57%0.98%Q1 2021Q2 20226
Blue Trust, Inc. 663.03%3.27%3.60%Q2 2022Q3 20236
Naviter Wealth, LLC 510.15%1.55%4.22%Q4 2021Q3 20236
Consolidated Planning Corp 660.08%0.14%0.18%Q2 2021Q3 20226
Cobble Hill Financial Services, INC 660.05%0.10%0.13%Q2 2013Q3 20146
Chevy Chase Trust Holdings, LLC 420.00%0.00%0.00%Q3 2013Q3 20176
MBA Advisors LLC 660.83%1.91%2.60%Q1 2021Q2 20226
InTrack Investment Management Inc 660.23%0.27%0.34%Q4 2020Q1 20226
Private Portfolio Partners LLC 660.12%0.57%1.17%Q4 2018Q1 20206
Migdal Insurance & Financial Holdings Ltd. 660.00%0.00%0.00%Q3 2017Q4 20186
DOLIVER ADVISORS, LP 310.24%0.54%0.74%Q4 2018Q3 20215
Windhaven Investment Management, Inc. 310.00%0.54%2.67%Q4 2013Q1 20185
SAGE FINANCIAL GROUP INC 410.06%0.08%0.11%Q2 2022Q3 20235
Roger Wittlin Investment Advisory, LLC 550.26%1.86%8.21%Q3 2022Q3 20235
InterOcean Capital Group, LLC 550.01%0.02%0.03%Q2 2022Q2 20235
INVESTMENT HOUSE LLC 320.06%0.13%0.22%Q1 2022Q3 20235
Kozak & Associates, Inc. 410.00%1.44%7.14%Q4 2020Q2 20225
Laurel Wealth Planning LLC 550.05%0.16%0.27%Q4 2021Q4 20225
Red Tortoise LLC 410.02%0.68%0.88%Q3 2021Q3 20235
TCG Advisors, LP 550.01%0.29%0.62%Q1 2019Q1 20205
THOROUGHBRED FINANCIAL SERVICES, LLC 550.16%0.21%0.26%Q2 2020Q2 20215
Transform Wealth, LLC 551.09%1.74%2.11%Q3 2022Q3 20235
Stifel Trust Company, N.A. 550.01%0.03%0.12%Q2 2013Q2 20145
Pacific Center for Financial Services 550.01%0.02%0.02%Q2 2020Q2 20215
Evolution Wealth Advisors, LLC 550.04%0.05%0.05%Q1 2021Q1 20225
Empowered Funds, LLC 550.03%0.07%0.12%Q3 2022Q3 20235
Tanglewood Wealth Management, Inc. 551.05%4.05%9.98%Q2 2022Q2 20235
Caprock Group, LLC 550.07%0.08%0.09%Q1 2016Q1 20175
OGOREK ANTHONY JOSEPH /NY/ /ADV 550.01%0.02%0.04%Q2 2019Q2 20205
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 553.99%4.43%4.93%Q3 2022Q3 20235
Covestor Ltd 550.00%0.01%0.01%Q3 2022Q3 20235
New Millennium Group LLC 550.01%0.02%0.03%Q2 2022Q2 20235
Cascadia Advisory Services, LLC 310.07%0.14%0.20%Q4 2019Q3 20215
Dougherty Wealth Advisers LLC 210.00%0.03%0.04%Q4 2018Q1 20215
West Coast Financial LLC 550.03%0.03%0.04%Q1 2021Q1 20225
Stegent Equity Advisors, Inc. 550.38%0.41%0.46%Q2 2022Q2 20235
Granger Management LLC 323.18%25.58%59.78%Q4 2020Q4 20225
MIDDLETON & CO INC/MA 550.06%0.09%0.20%Q3 2022Q3 20235
OTA Financial Group L.P. 214.46%9.46%19.28%Q2 2020Q4 20225
Meadow Creek Wealth Advisors LLC 410.42%0.52%0.69%Q4 2019Q3 20225
Great Diamond Partners, LLC 551.27%1.99%2.37%Q3 2022Q3 20235
RESOLUTE FINANCIAL, LLC 550.56%0.70%0.96%Q4 2021Q4 20225
Smart Portfolios, LLC 550.04%0.42%1.57%Q2 2016Q2 20175
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 550.25%1.38%2.98%Q4 2021Q4 20225
Mach-1 Financial Group, LLC 320.00%0.00%0.00%Q1 2021Q2 20225
BARRETT & COMPANY, INC. 550.00%0.01%0.01%Q3 2022Q3 20235
My Legacy Advisors, LLC 550.11%0.16%0.22%Q2 2022Q2 20235
LWS Wealth Advisors, Inc. 410.05%0.52%0.97%Q4 2019Q1 20215
EAGLE ASSET MANAGEMENT INC 310.00%0.01%0.04%Q4 2016Q4 20205
X-Square Capital, LLC 320.57%1.12%2.28%Q2 2019Q4 20205
Peterson Wealth Services 550.16%0.28%0.44%Q2 2022Q2 20235
Anson Capital, Inc. 550.31%0.35%0.37%Q4 2021Q4 20225
CONNING INC. 410.00%0.08%0.13%Q1 2018Q3 20195
Clearstead Trust, LLC 550.02%0.05%0.08%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.06%0.14%0.41%Q4 2020Q4 20215
Quadrant Private Wealth Management, LLC 550.10%0.14%0.21%Q1 2020Q1 20215
Royal Harbor Partners, LLC 552.95%5.16%6.90%Q3 2022Q3 20235
HT Partners LLC 551.61%2.60%3.98%Q4 2014Q4 20155
Hoover Financial Advisors, Inc. 550.00%0.05%0.09%Q2 2020Q2 20215
Invesco Ltd. 320.00%0.00%0.01%Q2 2013Q1 20195
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 320.02%0.02%0.02%Q1 2018Q4 20195
CoreCap Advisors, LLC 550.89%1.66%2.04%Q4 2021Q4 20225
Edmond de Rothschild (Europe) 550.16%0.28%0.49%Q2 2015Q2 20165
GQ Asset Management, LLC 5560.79%75.41%83.97%Q1 2019Q1 20205
Versant Capital Management, Inc 550.00%0.00%0.00%Q4 2022Q4 20235
Pacific Wealth Management 410.46%12.60%17.03%Q4 2020Q4 20225
Vanguard Personalized Indexing Management, LLC 550.05%0.09%0.13%Q4 2020Q4 20215
RETIREMENT CAPITAL STRATEGIES 310.12%2.01%4.76%Q1 2018Q2 20225
FIRST UNITED BANK & TRUST 550.32%0.38%0.56%Q1 2021Q1 20225
VeraBank, N.A. 410.08%0.21%0.36%Q3 2021Q3 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.09%0.10%0.15%Q3 2015Q3 20165
Colonial Trust Advisors 550.04%0.06%0.09%Q3 2022Q3 20235
Cadence Bank 550.04%0.05%0.05%Q3 2022Q3 20235
Elevated Capital Advisors, LLC 310.11%0.57%0.77%Q1 2019Q3 20235
BEESE FULMER INVESTMENT MANAGEMENT, INC. 410.03%0.03%0.04%Q4 2020Q2 20225
Unified Trust Company, N.A. 550.07%0.10%0.14%Q3 2020Q3 20215
Carmel Capital Partners, LLC 320.01%0.10%0.21%Q4 2021Q3 20235
WEALTHFRONT Corp 310.00%0.00%0.00%Q3 2014Q2 20185
Icon Wealth Partners, LLC 410.04%0.06%0.08%Q4 2017Q1 20195
Emerald Advisors, LLC 550.08%0.10%0.11%Q2 2021Q2 20225
Tennessee Valley Asset Management Partners 320.10%0.23%0.56%Q2 2022Q3 20235
FINANCIAL MANAGEMENT NETWORK INC 550.12%0.32%0.59%Q4 2020Q4 20215
Gupta Wealth Management LLC 550.03%0.07%0.14%Q1 2015Q1 20165
SJS Investment Consulting Inc. 550.01%0.01%0.03%Q3 2022Q3 20235
Wade Financial Advisory, Inc 410.17%0.19%0.20%Q1 2022Q3 20235
FRG Family Wealth Advisors LLC 320.09%0.26%0.54%Q1 2016Q4 20205
BB&T INVESTMENT SERVICES, INC. 550.06%0.21%0.40%Q4 2016Q4 20175
MARIPAU WEALTH MANAGEMENT LLC 550.19%0.36%0.50%Q3 2022Q3 20235
NorthLanding Financial Partners, LLC 556.52%6.67%7.04%Q3 2022Q3 20235
PROFESSIONAL PLANNING 410.17%0.19%0.22%Q2 2020Q3 20215
RAY GERALD L & ASSOCIATES LTD 550.04%0.04%0.05%Q3 2016Q3 20175
Wakefield Asset Management LLLP 551.40%1.55%1.69%Q3 2018Q3 20195
RHS Financial, LLC 550.19%0.47%0.64%Q3 2022Q3 20235
First City Capital Management, Inc. 320.00%0.02%0.04%Q1 2014Q1 20165
ARS Wealth Advisors Group, LLC 550.03%0.04%0.05%Q3 2021Q3 20225
Activest Wealth Management 310.01%0.16%0.74%Q4 2021Q3 20235
VIVID FINANCIAL MANAGEMENT, INC. 550.12%0.26%0.56%Q4 2019Q4 20205
State of Wyoming 550.00%0.00%0.01%Q3 2022Q3 20235
Alliance Wealth Advisors, LLC 554.24%8.78%12.15%Q2 2022Q2 20235
DRW Securities, LLC 320.03%0.20%0.42%Q1 2014Q3 20155
Hemington Wealth Management 550.19%0.23%0.25%Q4 2020Q4 20215
McNamara Financial Services, Inc. 550.06%0.07%0.08%Q2 2022Q2 20235
Anfield Capital Management, LLC 210.01%1.53%2.74%Q4 2019Q4 20215
EPG Wealth Management LLC 210.00%0.01%0.03%Q4 2019Q2 20235
Ellevest, Inc. 310.00%0.01%0.03%Q1 2020Q4 20225
3EDGE Asset Management, LP 550.52%0.74%0.89%Q4 2016Q4 20175
BERRY GROUP, LLC 550.60%0.85%1.43%Q4 2019Q4 20205
TITLEIST CAPITAL, LLC 550.45%0.54%0.69%Q4 2021Q4 20225
ATLAS CAPITAL ADVISORS LLC 410.01%0.01%0.02%Q2 2020Q4 20215
WOODMONT INVESTMENT COUNSEL LLC 410.04%0.04%0.04%Q2 2015Q3 20165
Twelve Points Wealth Management LLC 410.10%0.32%0.58%Q4 2021Q3 20235
Colonial Trust Co / SC 550.06%0.08%0.11%Q3 2022Q3 20235
MGO Private Wealth, LLC 553.00%3.92%4.94%Q3 2022Q3 20235
Blue Granite Capital, LLC 550.11%0.14%0.16%Q4 2016Q4 20175
WealthSpring Partners, LLC 5513.09%13.66%14.60%Q3 2022Q3 20235
James J. Burns & Company, LLC 553.77%3.90%4.07%Q3 2022Q3 20235
Truadvice, LLC 410.08%1.67%4.06%Q2 2021Q3 20235
Benchmark Wealth Management, LLC 550.23%0.40%0.49%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.16%0.17%0.19%Q4 2022Q4 20235
INNEALTA CAPITAL, LLC 410.14%3.62%8.64%Q1 2019Q4 20225
PRIVATE CAPITAL MANAGEMENT LLC 410.13%0.15%0.18%Q4 2020Q2 20225
BG Investment Services, Inc. 5515.58%17.65%18.79%Q4 2021Q4 20225
Vantage Financial Partners Ltd., Inc. 550.47%0.50%0.54%Q2 2022Q2 20235
Crestmont Private Wealth LLC 558.84%9.40%10.12%Q3 2022Q3 20235
Savior LLC 550.01%0.05%0.13%Q3 2022Q3 20235
Coppell Advisory Solutions LLC 410.32%0.73%1.76%Q4 2020Q3 20235
CAPITAL ADVISORS INC/OK 210.01%1.45%2.83%Q4 2016Q3 20235
Coastwise Capital Group, LLC 550.37%0.41%0.51%Q2 2022Q2 20235
Tradewinds, LLC. 321.22%1.60%1.91%Q2 2022Q3 20235
Arlington Capital Management, Inc. 320.31%2.03%2.89%Q4 2015Q3 20235
Cordatus Wealth Management LLC 320.10%0.13%0.20%Q3 2020Q1 20225
Impax Asset Management Group plc 410.09%0.12%0.16%Q3 2018Q4 20195
ROMANO BROTHERS AND COMPANY 550.06%0.08%0.10%Q3 2022Q3 20235
Wealth & Pension Services Group, Inc. 551.53%1.78%2.30%Q3 2018Q3 20195
AMI INVESTMENT MANAGEMENT INC 210.08%0.12%0.17%Q4 2013Q2 20155
Watchman Group, Inc. 550.16%0.71%1.23%Q3 2022Q3 20235
Worth Asset Management, LLC 550.00%0.17%0.74%Q1 2022Q1 20235
MBE Wealth Management, LLC 410.10%0.13%0.17%Q1 2020Q3 20215
Farmers & Merchants Trust Co of Chambersburg PA 410.02%0.08%0.17%Q1 2022Q3 20235
MILLIE CAPITAL MANAGEMENT, LLC 550.23%0.28%0.32%Q2 2016Q2 20175
NewDay Solutions, LLC 410.56%1.10%2.81%Q4 2018Q1 20205
Ledge Wealth Management, Inc. 552.12%5.95%7.31%Q3 2022Q3 20235
SkyView Investment Advisors, LLC 550.10%0.12%0.15%Q3 2022Q3 20235
BCWM, LLC 550.06%0.09%0.10%Q2 2020Q2 20215
Beacon Pointe Wealth Advisors, LLC 550.09%0.15%0.24%Q4 2018Q4 20195
MBL Wealth, LLC 551.46%1.78%2.28%Q3 2022Q3 20235
FIRST HORIZON CORP 410.30%0.59%0.72%Q2 2013Q2 20215
Roth Financial Partners LLC 550.16%0.21%0.27%Q3 2022Q3 20235
WBI INVESTMENTS, LLC 210.00%0.86%2.14%Q3 2014Q4 20175
COMPASS FINANCIAL ADVISORS LLC 550.39%0.44%0.49%Q4 2021Q4 20225
HAZLETT, BURT & WATSON, INC. 320.03%0.09%0.18%Q1 2022Q3 20235
QCM Cayman, Ltd. 311.26%1.79%2.97%Q2 2020Q4 20215
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Vantage Financial Partners, LLC 5510.87%12.24%14.69%Q3 2022Q3 20235
Surevest, LLC 410.09%2.42%4.09%Q3 2019Q3 20225
361 CAPITAL LLC 320.07%3.03%9.75%Q1 2016Q2 20195
CAMDEN NATIONAL BANK 410.04%0.05%0.06%Q2 2018Q3 20215
BRADY FAMILY WEALTH, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
WEST BANCORPORATION INC 310.03%0.08%0.14%Q2 2020Q2 20224
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 310.02%0.06%0.09%Q2 2021Q2 20224
AGF MANAGEMENT LTD 440.00%0.00%0.01%Q4 2022Q3 20234
Paradigm Financial Partners, LLC 310.11%0.13%0.15%Q2 2020Q4 20214
Lantz Financial LLC 440.12%0.16%0.18%Q1 2019Q4 20194
LAU ASSOCIATES LLC 440.40%0.42%0.45%Q1 2019Q4 20194
Intercontinental Wealth Advisors, LLC 220.28%1.15%1.70%Q2 2017Q2 20234
Israel Discount Bank of New York 440.02%0.04%0.06%Q1 2017Q4 20174
ERTS Wealth Advisors, LLC 220.00%0.39%1.51%Q4 2018Q1 20234
CFO4Life Group, LLC 440.27%0.51%1.11%Q4 2022Q3 20234
Knuff & Co LLC 310.00%0.12%0.18%Q4 2018Q3 20234
Ahrens Investment Partners LLC 310.00%0.01%0.01%Q4 2021Q1 20234
CYPRESS CAPITAL MANAGEMENT LLC 440.11%0.12%0.14%Q4 2021Q3 20224
Western Asset Management Company, LLC 210.02%0.82%2.65%Q2 2020Q3 20234
CHAPIN DAVIS, INC. 440.18%0.20%0.22%Q4 2022Q3 20234
IEQ CAPITAL, LLC 310.01%0.02%0.04%Q3 2022Q3 20234
PRENTISS SMITH & CO INC 310.02%0.03%0.03%Q3 2017Q3 20184
WT Wealth Management 440.13%0.14%0.15%Q2 2021Q1 20224
Asset Planning Services, Ltd. 310.00%0.19%0.30%Q2 2015Q3 20194
Fiduciary Planning LLC 310.08%11.62%23.78%Q4 2019Q4 20204
Banque Cantonale Vaudoise 220.00%0.00%0.01%Q1 2022Q3 20234
International City Management Association Retirement Corp 4420.98%22.26%24.89%Q4 2022Q3 20234
Watson Rebecca 448.04%9.90%10.79%Q4 2019Q3 20204
Americana Partners, LLC 210.03%0.04%0.05%Q4 2019Q3 20234
Per Stirling Capital Management, LLC. 440.06%0.09%0.14%Q4 2022Q3 20234
Ascension Capital Advisors, Inc. 440.76%1.01%1.31%Q4 2022Q3 20234
PYA Waltman Capital, LLC 440.29%0.34%0.42%Q4 2022Q3 20234
Investors Financial Group, LLC 310.10%0.22%0.29%Q2 2020Q4 20214
Paragon Wealth Strategies, LLC 110.00%3.24%9.29%Q4 2016Q3 20224
Independence Advisors, LLC 440.01%0.05%0.07%Q4 2019Q3 20204
CHOREO, LLC 310.06%0.15%0.30%Q4 2014Q3 20234
WJ Wealth Management, LLC 440.88%1.46%2.42%Q4 2020Q3 20214
Aureus Asset Management, LLC 310.16%0.23%0.39%Q1 2015Q2 20224
Integer Wealth Advisors Group LLC 440.25%3.15%7.14%Q2 2020Q1 20214
Silicon Valley Capital Partners 440.00%0.00%0.01%Q4 2022Q3 20234
Parker Investment Management, LLC 440.92%1.11%1.18%Q1 2019Q4 20194
Kelman-Lazarov, Inc. 440.01%0.01%0.01%Q1 2016Q4 20164
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.01%0.01%Q1 2022Q4 20224
Lloyd Advisory Services, LLC. 210.01%0.51%0.86%Q4 2019Q1 20224
HOHIMER WEALTH MANAGEMENT, LLC 310.04%0.05%0.06%Q3 2020Q4 20214
QCI ASSET MANAGEMENT INC/NY 440.01%0.01%0.01%Q4 2020Q3 20214
CLIENT 1ST ADVISORY GROUP, LLC 440.15%0.19%0.24%Q4 2022Q3 20234
BHF RG Capital Inc. 228.72%10.03%11.43%Q4 2019Q3 20214
Fusion Capital, LLC 440.21%0.28%0.37%Q4 2019Q3 20204
Menard Financial Group LLC 442.56%3.56%4.02%Q2 2020Q1 20214
Wealth Quarterback LLC 220.02%0.02%0.03%Q4 2019Q3 20214
Kovitz Investment Group Partners, LLC 310.01%0.02%0.04%Q2 2020Q4 20214
FORT PITT CAPITAL GROUP, LLC 210.01%0.03%0.05%Q4 2019Q4 20224
Moss Adams Wealth Advisors LLC 440.02%1.39%4.95%Q4 2022Q3 20234
Freestate Advisors LLC 310.32%22.66%34.46%Q4 2018Q4 20204
Zeit Capital LLC 440.08%0.90%3.15%Q4 2022Q3 20234
Julex Capital Management, LLC 440.02%4.13%16.23%Q4 2018Q3 20194
REBALANCE, LLC 445.29%6.14%7.00%Q4 2022Q3 20234
Seascape Capital Management 440.41%0.84%2.05%Q4 2022Q3 20234
Sentinus, LLC 441.39%1.65%2.00%Q3 2022Q2 20234
Annandale Capital, LLC 440.18%0.22%0.24%Q4 2022Q3 20234
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.01%0.02%0.03%Q1 2020Q4 20204
Ken Stern & Associates, Inc. 210.09%0.35%0.73%Q4 2016Q3 20184
Klaas Financial Asset Advisors, LLC 310.00%0.26%0.38%Q4 2020Q4 20214
WealthTrust-Arizona, LLC 440.10%0.22%0.32%Q1 2018Q4 20184
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.02%0.04%0.05%Q3 2015Q2 20164
Advisor Resource Council 310.05%0.09%0.13%Q2 2021Q2 20224
Live Oak Investment Partners 440.11%0.11%0.12%Q4 2022Q3 20234
Reliant Wealth Planning 443.76%6.89%15.34%Q1 2020Q4 20204
Cypress Point Wealth Management, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
FWL INVESTMENT MANAGEMENT, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 222.60%2.68%2.77%Q4 2018Q4 20194
Intrepid Financial Planning Group LLC 440.19%0.21%0.23%Q2 2022Q1 20234
MTM Investment Management, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
NINE MASTS CAPITAL Ltd 440.74%0.93%1.13%Q2 2016Q1 20174
Prairiewood Capital, LLC 440.23%0.25%0.28%Q4 2022Q3 20234
Longer Investments Inc. 442.58%5.60%10.14%Q4 2015Q3 20164
Mirador Capital Partners LP 440.14%0.19%0.24%Q2 2020Q1 20214
Financial Network Wealth Management LLC 441.02%1.14%1.32%Q4 2022Q3 20234
CONFLUENCE INVESTMENT MANAGEMENT LLC 110.01%0.01%0.03%Q4 2016Q4 20224
Diversified, LLC 310.06%0.12%0.17%Q4 2020Q3 20234
Tandem Wealth Advisors LLC 4418.47%18.93%19.33%Q4 2022Q3 20234
Farmers National Bank 220.00%0.04%0.08%Q2 2017Q2 20194
Altus Wealth Group LLC 441.08%1.22%1.42%Q4 2022Q3 20234
Willow Creek Wealth Management Inc. 440.05%0.05%0.06%Q4 2022Q3 20234
Summit Financial Wealth Advisors, LLC 440.09%0.10%0.10%Q4 2017Q3 20184
Addison Advisors LLC 440.06%0.72%2.67%Q4 2022Q3 20234
PROFESSIONAL ADVISORY SERVICES INC 440.11%0.16%0.22%Q4 2013Q3 20144
Destiny Wealth Partners, LLC 310.01%0.03%0.04%Q4 2021Q2 20234
Stairway Partners, LLC 4411.94%13.23%14.54%Q1 2023Q4 20234
Golden State Equity Partners 310.10%0.47%0.84%Q3 2021Q3 20234
CONGRESS ASSET MANAGEMENT CO /MA 440.01%0.01%0.01%Q1 2014Q4 20144
Lifestyle Asset Management, Inc. 444.05%4.44%5.11%Q4 2022Q3 20234
CFS Investment Advisory Services, LLC 310.01%0.36%0.58%Q1 2022Q3 20234
Red Wave Investments LLC 440.09%0.11%0.15%Q4 2022Q3 20234
Strid Group, LLC 310.13%0.31%0.59%Q4 2015Q4 20174
First Allied Asset Management, Inc. 210.04%1.77%4.12%Q2 2013Q1 20154
K2 PRINCIPAL FUND, L.P. 310.04%0.80%1.46%Q2 2016Q1 20204
B. Riley Financial, Inc. 440.12%0.14%0.16%Q4 2015Q3 20164
Prentice Wealth Management LLC 448.06%8.97%11.38%Q4 2022Q3 20234
KB FINANCIAL PARTNERS, LLC 440.08%0.28%0.87%Q4 2022Q3 20234
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 440.00%0.00%0.00%Q2 2021Q1 20224
Level Financial Advisors 210.01%0.02%0.02%Q4 2021Q2 20234
J Arnold Wealth Management Co 440.01%0.01%0.02%Q3 2020Q2 20214
Epic Trust Investment Advisors, LLC 440.37%0.69%0.93%Q4 2022Q3 20234
AFS Financial Group, LLC 440.16%0.16%0.16%Q4 2022Q3 20234
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.01%0.02%Q4 2013Q1 20154
Dominguez Wealth Management Solutions, Inc. 440.22%0.23%0.24%Q4 2022Q3 20234
ENZI WEALTH 440.15%1.79%3.04%Q3 2022Q2 20234
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 440.26%0.27%0.29%Q2 2020Q1 20214
Helen Stephens Group, LLC 310.10%0.12%0.17%Q4 2021Q3 20234
MONTAGE INVESTMENTS, LLC 440.30%0.68%0.96%Q4 2015Q3 20164
Family Investment Center, Inc. 443.07%4.06%4.65%Q4 2022Q3 20234
VALLEY FINANCIAL MANAGEMENT, INC. 441.88%6.60%12.77%Q3 2022Q2 20234
Passaic Partners LLC 443.65%4.01%4.40%Q4 2022Q3 20234
Stone Point Wealth LLC 440.11%0.15%0.23%Q4 2022Q3 20234
Integrity Advisory, LLC 444.14%4.90%5.32%Q1 2022Q4 20224
Kellett Wealth Advisors, LLC 440.30%0.38%0.55%Q4 2021Q3 20224
Life Planning Partners, Inc 440.11%0.11%0.12%Q4 2021Q3 20224
HFG Advisors, Inc. 441.96%2.05%2.16%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.07%0.24%0.44%Q4 2021Q3 20224
SageView Advisory Group, LLC 4410.51%11.57%12.62%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 440.21%0.28%0.36%Q4 2022Q3 20234
Integrity Financial Corp /WA 440.00%0.00%0.00%Q4 2021Q3 20224
LOWERY THOMAS, LLC 441.32%2.41%3.51%Q4 2021Q3 20224
FutureAdvisor, Inc. 446.41%6.61%6.80%Q4 2014Q3 20154
PROVENCE WEALTH MANAGEMENT GROUP 440.57%0.67%0.80%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 443.10%3.47%3.63%Q4 2022Q3 20234
Redwood Financial Network Corp 440.25%0.29%0.32%Q1 2022Q4 20224
Financial Advisory Group 440.86%1.19%1.46%Q4 2022Q3 20234
Presidio Capital Management, LLC 447.11%10.96%13.43%Q4 2021Q3 20224
ARMSTRONG ADVISORY GROUP, INC 440.04%0.05%0.06%Q4 2022Q3 20234
RETIREMENT GUYS FORMULA LLC 441.03%1.12%1.19%Q4 2022Q3 20234
Bricktown Capital, LLC 444.26%5.06%7.02%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.01%0.07%0.25%Q4 2022Q3 20234
ASB Consultores, LLC 440.41%0.59%1.06%Q4 2022Q3 20234
ICA Group Wealth Management, LLC 440.01%0.02%0.04%Q3 2022Q2 20234
Geisinger Health 4446.30%50.85%55.42%Q4 2022Q3 20234
Corient Private Wealth LLC 440.06%0.15%0.23%Q4 2022Q3 20234
Essential Planning, LLC. 440.18%0.33%0.71%Q4 2022Q3 20234
WPWealth LLP 440.39%0.51%0.64%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.41%0.50%0.58%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 441.97%3.47%5.11%Q4 2022Q3 20234
AJ Advisors, LLC 445.69%7.37%8.33%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.12%0.15%0.18%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 442.07%3.15%3.77%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.92%0.99%1.08%Q4 2022Q3 20234
RFP Financial Group LLC 444.55%6.96%13.35%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.35%0.51%0.60%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.07%0.10%0.14%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 441.90%2.64%3.16%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.74%1.69%3.48%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Hilltop Partners LLC 440.52%5.68%10.32%Q4 2022Q3 20234
Sharper & Granite LLC 441.85%2.24%2.38%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.15%0.75%1.79%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.17%0.34%0.60%Q4 2022Q3 20234
HANSEATIC MANAGEMENT SERVICES INC 441.30%2.87%4.49%Q1 2020Q4 20204
Family Asset Management, LLC 440.50%0.58%0.64%Q4 2022Q3 20234
Catalyst Capital Advisors LLC 310.01%0.15%0.56%Q1 2014Q2 20184
Kooman & Associates 440.20%0.25%0.38%Q4 2022Q3 20234
TCP Asset Management, LLC 446.17%6.89%7.97%Q4 2022Q3 20234
Phillips Wealth Planners LLC 441.28%1.31%1.32%Q4 2022Q3 20234
Register Financial Advisors LLC 440.30%0.42%0.47%Q4 2022Q3 20234
Forza Wealth Management, LLC 441.02%1.11%1.33%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.20%0.23%0.28%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.01%0.02%0.02%Q4 2022Q3 20234
Jessup Wealth Management, Inc 440.16%0.40%0.65%Q4 2022Q3 20234
Commonwealth Retirement Investments LLC 442.63%2.75%2.85%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.31%4.43%6.01%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 442.56%3.45%4.81%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.02%0.55%2.12%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 440.18%3.39%7.07%Q4 2022Q3 20234
Family Capital Management, Inc. 440.09%0.16%0.27%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.24%0.32%0.42%Q4 2022Q3 20234
LWMG, LLC 442.28%2.33%2.47%Q4 2022Q3 20234
Eley Financial Management, Inc 443.46%3.51%3.62%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 442.41%2.78%3.22%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 446.01%6.58%7.08%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 445.68%11.10%13.87%Q4 2022Q3 20234
Financial Freedom, LLC 441.86%6.16%18.83%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
AlphaQ Advisors LLC 442.68%3.09%3.32%Q4 2022Q3 20234
Northeast Financial Group, Inc. 440.94%1.65%2.54%Q4 2022Q3 20234
Park Place Capital Corp 440.10%0.11%0.11%Q4 2022Q3 20234
CIC Wealth, LLC 440.17%0.18%0.18%Q4 2022Q3 20234
Tillman Hartley LLC 443.08%3.23%3.34%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 445.41%7.66%8.99%Q4 2022Q3 20234
Financial Alternatives, Inc 440.26%0.28%0.31%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 446.62%7.11%7.70%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 440.28%0.30%0.33%Q4 2022Q3 20234
Vawter Financial, Ltd. 440.23%0.26%0.29%Q4 2022Q3 20234
Frank, Rimerman Advisors LLC 440.09%0.10%0.12%Q4 2022Q3 20234
First County Bank /CT/ 440.13%0.30%0.59%Q4 2022Q3 20234
New Republic Capital, LLC 440.06%0.62%2.26%Q4 2022Q3 20234
Farther Finance Advisors, LLC 441.00%1.24%1.70%Q4 2022Q3 20234
Sound Stewardship, LLC 440.97%1.09%1.15%Q4 2022Q3 20234
LOGAN CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q1 2021Q4 20214
BAR HARBOR TRUST SERVICES 310.00%0.21%0.31%Q4 2015Q2 20224
BREITER CAPITAL MANAGEMENT INC 440.37%0.78%1.43%Q1 2020Q4 20204
BOURGEON CAPITAL MANAGEMENT LLC 440.07%0.09%0.10%Q4 2022Q3 20234
COZAD ASSET MANAGEMENT INC 310.04%0.16%0.22%Q2 2020Q1 20234
AVALON CAPITAL MANAGEMENT 210.17%0.78%1.90%Q2 2013Q3 20234
MRA Associates USA LLC 440.99%2.58%5.54%Q4 2018Q3 20194
J2 Capital Management Inc 440.42%3.44%6.70%Q4 2021Q3 20224
Meristem Family Wealth, LLC 440.05%0.10%0.18%Q2 2021Q1 20224
JANUS HENDERSON INVESTORS US LLC 440.00%0.01%0.02%Q2 2016Q1 20174
Nuveen Asset Management, LLC 210.00%0.01%0.02%Q1 2015Q4 20164
Segment Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q1 20234
Leucadia National 440.01%0.01%0.01%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.60%0.68%0.75%Q4 2020Q3 20214
NATIXIS 220.03%0.57%1.15%Q2 2013Q1 20224
Rotella Capital Management, Inc. 440.40%1.05%1.41%Q1 2014Q4 20144
Financial Services Advisory Inc 440.11%1.55%5.82%Q4 2022Q3 20234
STRATEGIC CAPITAL ADVISERS, INC. 440.45%0.52%0.60%Q3 2019Q2 20204
Waterloo Capital, L.P. 311.26%2.65%4.98%Q1 2020Q3 20234
Fulcrum Equity Management 310.12%0.30%0.82%Q3 2019Q2 20214
CUTLER INVESTMENT COUNSEL LLC 440.06%0.19%0.44%Q1 2016Q4 20164
BALYASNY ASSET MANAGEMENT L.P. 440.00%0.01%0.02%Q4 2022Q3 20234
Cypress Capital, LLC 440.05%0.05%0.06%Q3 2021Q2 20224
Claybrook Capital, LLC 310.08%0.23%0.29%Q4 2018Q4 20194
Rock Point Advisors, LLC 440.07%0.07%0.07%Q1 2021Q4 20214
Equinox Institutional Asset Management, LP 4412.34%13.97%14.64%Q4 2015Q3 20164
Truvestments Capital LLC 310.01%0.01%0.02%Q4 2020Q2 20234
Blueshift Asset Management, LLC 110.07%0.13%0.18%Q2 2019Q1 20224
Castle Rock Wealth Management, LLC 440.94%1.15%1.42%Q1 2020Q4 20204
Selective Wealth Management, Inc. 210.00%0.01%0.02%Q4 2020Q3 20224
Delta Investment Management, LLC 210.11%0.45%0.91%Q4 2019Q1 20214
Oxinas Partners Wealth Management LLC 440.41%1.20%1.60%Q3 2022Q2 20234
Lokken Investment Group LLC 330.34%0.34%0.34%Q1 2023Q3 20233
EVERMAY WEALTH MANAGEMENT LLC 330.00%0.11%0.32%Q1 2022Q3 20223
Yoder Wealth Management, Inc. 330.21%0.27%0.33%Q1 2023Q3 20233
PFG Investments, LLC 330.57%0.63%0.70%Q1 2023Q3 20233
Confluence Wealth Services, Inc. 330.09%0.13%0.16%Q4 2021Q2 20223
Financial Gravity Companies, Inc. 210.01%0.06%0.15%Q4 2017Q4 20183
Consolidated Portfolio Review Corp 330.31%0.34%0.36%Q1 2023Q3 20233
Dorsey Wright & Associates 330.05%0.05%0.05%Q3 2013Q1 20143
Turim 21 Investimentos Ltda. 210.01%0.01%0.03%Q4 2020Q3 20213
Harfst & Associates, Inc. 210.04%0.09%0.19%Q3 2016Q2 20173
Abacus Planning Group, Inc. 330.07%0.13%0.23%Q1 2022Q3 20223
Oxbow Advisors, LLC 330.08%0.10%0.11%Q1 2021Q3 20213
Imprint Wealth LLC 330.62%0.66%0.71%Q1 2023Q3 20233
25 LLC 330.30%0.32%0.33%Q1 2023Q3 20233
Fluent Financial, LLC 330.24%0.27%0.30%Q2 2021Q4 20213
Brightworth 210.02%0.05%0.06%Q3 2018Q3 20223
SageGuard Financial Group, LLC 330.28%0.30%0.31%Q4 2020Q2 20213
LMG Wealth Partners, LLC 331.02%1.11%1.26%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.01%0.13%0.29%Q4 2022Q3 20233
IBEX WEALTH ADVISORS 210.04%0.19%0.45%Q3 2016Q2 20193
MFA WEALTH ADVISORS, LLC 110.00%0.11%0.18%Q4 2017Q2 20203
Core Wealth Management, Inc. 330.14%0.47%0.72%Q4 2022Q2 20233
ETF Store, Inc. 330.27%0.27%0.27%Q4 2021Q2 20223
Mill Creek Capital Advisors, LLC 334.07%4.22%4.37%Q1 2023Q3 20233
MRP Capital Investments, LLC 330.10%0.41%0.62%Q4 2022Q2 20233
RGT Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Tilson Financial Group, Inc. 210.48%0.71%0.92%Q4 2022Q3 20233
Cabot-Wellington, LLC 330.11%0.13%0.15%Q2 2015Q4 20153
MILESTONE ASSET MANAGEMENT, LLC 330.15%0.17%0.20%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.06%0.12%0.17%Q4 2022Q3 20233
Allred Capital Management, LLC 110.02%0.06%0.16%Q4 2018Q1 20213
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 210.48%0.70%0.95%Q4 2018Q1 20233
Vericrest Private Wealth 3311.16%11.70%12.32%Q4 2021Q2 20223
VitalStone Financial, LLC 210.02%0.03%0.05%Q4 2022Q3 20233
AAF Wealth Management, LLC 330.24%2.18%3.18%Q2 2021Q4 20213
Nordwand Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Salomon & Ludwin, LLC 210.00%0.01%0.02%Q4 2019Q3 20233
Psagot Value Holdings Ltd. / (Israel) 210.14%0.46%0.66%Q3 2021Q4 20223
Signator Financial Services, Inc. 330.09%0.17%0.23%Q1 2013Q3 20133
Nilsine Partners, LLC 330.15%0.15%0.16%Q1 2023Q3 20233
Mainsail Financial Group, LLC 332.21%2.83%4.05%Q1 2023Q3 20233
STRATEGIC INVESTMENT MANAGEMENT, LLC 331.38%7.25%11.05%Q2 2019Q4 20193
UNITED BANK 110.04%0.17%0.38%Q3 2017Q2 20223
JB Capital LLC 330.02%0.02%0.03%Q4 2021Q2 20223
SIENA CAPITAL LLC 330.00%0.01%0.03%Q1 2022Q3 20223
Left Brain Wealth Management, LLC 330.12%0.14%0.16%Q1 2023Q3 20233
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 330.06%0.06%0.07%Q1 2020Q3 20203
INVESTMENT PARTNERS, LTD. 110.09%0.15%0.24%Q1 2015Q3 20223
Retirement Solution Inc. 330.11%0.11%0.12%Q3 2021Q1 20223
Sequoia Wealth Management, LLC 110.25%0.55%1.07%Q4 2017Q3 20193
FINANCIAL LIFE ADVISORS 330.44%0.48%0.51%Q4 2022Q2 20233
Manifold Partners, LLC 219.81%21.18%32.84%Q4 2015Q3 20183
Lindbrook Capital, LLC 210.00%0.01%0.02%Q4 2022Q3 20233
Aspire Wealth Management Corp 330.02%0.02%0.02%Q1 2023Q3 20233
Ford Financial Group, LLC 110.00%0.01%0.03%Q4 2017Q4 20213
First National Bank of Mount Dora, Trust Investment Services 330.15%0.23%0.37%Q2 2022Q4 20223
Optas, LLC 330.12%0.83%2.24%Q1 2023Q3 20233
Delta Dental Plan of Michigan, Inc. 3312.21%12.45%12.71%Q4 2017Q2 20183
Liberty Street Advisors, Inc. 330.73%3.71%9.52%Q2 2015Q4 20153
Cyrus J. Lawrence, LLC 330.03%0.04%0.05%Q1 2022Q3 20223
ONE Advisory Partners, LLC 330.12%0.13%0.14%Q4 2022Q2 20233
Second Half Financial Partners, LLC 210.60%0.67%0.82%Q1 2022Q2 20233
PARTNERS CAPITAL INVESTMENT GROUP, LLP 330.32%0.34%0.36%Q3 2021Q1 20223
Rice Partnership, LLC 330.01%0.07%0.18%Q4 2020Q2 20213
Portfolio Strategies Inc 110.39%1.96%4.78%Q4 2013Q4 20163
Cape Investment Advisory, Inc. 330.06%0.06%0.07%Q1 2023Q3 20233
HENGEHOLD CAPITAL MANAGEMENT LLC 210.04%0.10%0.22%Q2 2013Q3 20233
RETIREMENT DESIGN & MANAGEMENT INC /ADV 335.99%6.80%7.69%Q4 2015Q2 20163
BAKER TILLY WEALTH MANAGEMENT, LLC 330.03%0.04%0.05%Q3 2022Q1 20233
FACTORY MUTUAL INSURANCE CO 330.58%1.56%2.84%Q1 2023Q3 20233
Momentum Advisors, LLC 330.26%0.34%0.38%Q2 2022Q4 20223
Carr Financial Group Corp 330.71%0.75%0.82%Q1 2023Q3 20233
VERUS CAPITAL PARTNERS, LLC 110.01%0.03%0.04%Q1 2020Q3 20223
CBIZ Investment Advisory Services, LLC 330.03%0.04%0.04%Q4 2019Q2 20203
WealthPlan Investment Management, LLC 210.06%0.06%0.07%Q1 2022Q4 20223
Venturi Wealth Management, LLC 110.00%0.09%0.22%Q4 2018Q2 20233
East Coast Asset Management, LLC. 330.05%0.06%0.07%Q4 2012Q2 20133
Portfolio Solutions, LLC 210.00%0.75%1.26%Q1 2017Q3 20223
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
MCIA Inc 330.27%0.29%0.30%Q2 2017Q4 20173
Board of Trustees of The Leland Stanford Junior University 3335.16%42.00%50.10%Q2 2013Q4 20133
Stokes Capital Advisors, LLC 330.11%0.16%0.22%Q1 2022Q3 20223
First Ascent Asset Management, LLC 330.50%1.26%1.74%Q4 2019Q2 20203
Econ Financial Services Corp 334.22%5.10%6.53%Q1 2023Q3 20233
Alken Asset Management Ltd 330.16%0.23%0.31%Q2 2017Q4 20173
Bruderman Asset Management, LLC 210.01%0.01%0.02%Q3 2016Q4 20183
Compass Efficient Model Portfolios, LLC 330.10%2.06%4.94%Q2 2013Q4 20133
LifePro Asset Management 210.11%0.40%0.71%Q4 2020Q3 20233
Pallas Capital Advisors LLC 330.03%0.14%0.23%Q2 2021Q4 20213
Raab & Moskowitz Asset Management LLC 110.01%0.02%0.05%Q4 2014Q4 20193
NorthCrest Asset Manangement, LLC 330.43%0.44%0.46%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.05%0.08%0.11%Q4 2022Q3 20233
MACRO Consulting Group 332.60%3.07%3.50%Q3 2020Q1 20213
EWA, LLC 333.41%3.46%3.54%Q1 2023Q3 20233
Signature Wealth Management Partners, LLC 210.23%0.29%0.39%Q4 2020Q3 20233
Parametric Risk Advisors LLC 330.23%0.24%0.24%Q2 2013Q4 20133
Wealth Advisory Solutions, LLC 210.06%0.22%0.30%Q4 2019Q3 20203
Ten Capital Wealth Advisors, LLC 330.00%0.01%0.02%Q3 2022Q1 20233
Diversified Investment Strategies, LLC 210.08%0.13%0.18%Q2 2013Q2 20143
Wayfinding Financial, LLC 331.18%1.36%1.69%Q1 2023Q3 20233
H&H Retirement Design & Management INC 331.60%1.78%1.90%Q2 2022Q4 20223
WAYCROSS PARTNERS, LLC 332.38%2.54%2.69%Q4 2020Q2 20213
Genesis Wealth Advisors, LLC 334.08%4.39%4.63%Q4 2014Q2 20153
Amplius Wealth Advisors, LLC 210.03%1.17%1.97%Q4 2021Q3 20223
Berkshire Bank 330.05%0.08%0.12%Q2 2021Q4 20213
Vahanian & Associates Financial Planning Inc. 330.59%0.66%0.71%Q3 2022Q1 20233
Penn Capital Management Company, LLC 330.04%0.04%0.04%Q1 2019Q3 20193
WIPFLI FINANCIAL ADVISORS LLC, 330.52%0.52%0.53%Q1 2022Q3 20223
PEOPLES FINANCIAL SERVICES CORP. 330.01%0.01%0.02%Q4 2013Q2 20143
Tuttle Capital Management, LLC 110.10%2.74%7.72%Q4 2014Q2 20213
Montis Financial, LLC 330.23%0.25%0.28%Q1 2023Q3 20233
Opes Wealth Management LLC 111.00%1.41%1.90%Q2 2022Q3 20233
FinTrust Investment Advisory Services, LLC 330.43%0.51%0.58%Q3 2017Q1 20183
COTTONWOOD CAPITAL ADVISORS, LLC 330.20%0.21%0.24%Q4 2021Q2 20223
Vestpro Financial Partners, Inc. dba CPF Texas 210.46%1.60%3.51%Q4 2017Q3 20183
Willis Johnson & Associates, Inc. 330.02%0.03%0.03%Q4 2022Q2 20233
GYL FINANCIAL SYNERGIES, LLC 330.06%0.11%0.18%Q4 2021Q2 20223
BECKER CAPITAL MANAGEMENT INC 330.07%0.08%0.08%Q1 2023Q3 20233
Sterling Financial Planning, Inc. 330.02%0.09%0.18%Q2 2021Q4 20213
MIZUHO SECURITIES USA LLC 330.40%2.09%3.24%Q4 2015Q2 20163
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.04%0.22%0.34%Q4 2020Q1 20233
Brick & Kyle, Associates 330.01%0.01%0.01%Q4 2014Q2 20153
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 330.00%0.01%0.02%Q1 2014Q3 20143
Vontobel Holding Ltd. 330.01%0.01%0.01%Q3 2021Q1 20223
EUDAIMONIA ADVISORS LLC 330.13%0.15%0.18%Q4 2021Q2 20223
DAVIDSON INVESTMENT ADVISORS 330.22%0.27%0.36%Q1 2023Q3 20233
Formidable Asset Management, LLC 330.12%0.13%0.13%Q2 2020Q4 20203
WCG Wealth Advisors LLC 220.00%0.03%0.04%Q2 2022Q3 20223
Scott Capital Advisors, LLC 210.10%0.35%0.79%Q4 2021Q3 20233
SANDERS MORRIS HARRIS LLC 330.25%0.65%1.30%Q1 2016Q3 20163
Argent Wealth Management LLC 331.00%1.14%1.24%Q4 2019Q2 20203
CALDWELL SUTTER CAPITAL, INC. 330.01%0.04%0.06%Q1 2023Q3 20233
ACAS, LLC 330.36%0.38%0.41%Q1 2021Q3 20213
Manchester Capital Management LLC 330.03%0.05%0.07%Q1 2015Q3 20153
Gallagher Fiduciary Advisors, LLC 332.39%2.53%2.63%Q1 2023Q3 20233
INSIGHT 2811, INC. 210.24%2.76%4.20%Q4 2020Q3 20233
Solidarity Wealth, LLC 330.88%1.07%1.18%Q1 2022Q3 20223
Scissortail Wealth Management, LLC 330.11%0.11%0.12%Q4 2021Q2 20223
Penserra Capital Management LLC 210.15%0.20%0.24%Q4 2018Q1 20203
HATTON CONSULTING, INC. 3312.47%12.91%13.74%Q1 2021Q3 20213
RDA Financial Network 210.10%0.13%0.18%Q3 2019Q3 20233
WP Advisors, LLC 210.05%0.05%0.06%Q2 2018Q1 20193
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Sonora Investment Management Group, LLC 210.02%0.03%0.03%Q2 2022Q1 20233
Apella Capital, LLC 330.04%0.06%0.09%Q2 2023Q4 20233
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 333.31%7.95%10.30%Q1 2021Q3 20213
MARINO, STRAM & ASSOCIATES LLC 210.00%0.09%0.14%Q4 2017Q4 20203
Patriot Wealth Management, Inc. 330.04%0.04%0.04%Q4 2017Q2 20183
Shoker Investment Counsel, Inc. 330.15%0.20%0.31%Q3 2017Q1 20183
Paloma Partners Management Co 330.00%0.00%0.00%Q1 2020Q3 20203
Land & Buildings Investment Management 330.61%0.64%0.68%Q3 2022Q1 20233
Allegiant Private Advisors, LLC 330.04%0.04%0.04%Q4 2020Q2 20213
Strategic Financial Concepts, LLC 331.69%2.03%2.34%Q1 2023Q3 20233
Cooper Financial Group 210.06%0.18%0.41%Q4 2020Q2 20223
KCM INVESTMENT ADVISORS LLC 330.03%0.03%0.04%Q3 2018Q1 20193
Sepio Capital, LP 330.02%0.02%0.03%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.31%0.39%0.48%Q4 2021Q2 20223
CWH Capital Management, Inc. 337.92%8.06%8.18%Q2 2020Q4 20203
Camarda Financial Advisors, LLC 210.00%0.10%0.28%Q2 2013Q3 20183
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 332.75%2.89%2.98%Q1 2023Q3 20233
Gouws Capital LLC 332.92%3.16%3.38%Q4 2021Q2 20223
Pinnacle Family Advisors, LLC 210.40%5.06%7.88%Q1 2019Q3 20203
SFG Wealth Management, LLC. 330.25%0.39%0.63%Q4 2021Q2 20223
Southland Equity Partners LLC 210.09%0.13%0.18%Q4 2020Q4 20213
Capital One Investing, Inc. 210.05%0.07%0.11%Q4 2018Q3 20193
Torch Wealth Management LLC 330.10%0.10%0.11%Q4 2013Q2 20143
Kerntke Otto McGlone Wealth Management Group 110.08%0.13%0.21%Q2 2020Q4 20223
Capital Advantage, Inc. 330.07%0.08%0.09%Q3 2020Q1 20213
Trinity Legacy Partners, LLC 210.10%0.14%0.17%Q3 2020Q4 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.02%0.02%Q4 2017Q3 20183
DIXON HUBARD FEINOUR & BROWN INC/VA 330.03%0.03%0.03%Q4 2021Q2 20223
Empower Advisory Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
CIBC WORLD MARKETS CORP 210.01%0.92%1.47%Q1 2020Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 3310.28%11.06%12.51%Q4 2021Q2 20223
Trivant Custom Portfolio Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.21%0.28%0.34%Q1 2023Q3 20233
PAX Financial Group, LLC 210.09%0.20%0.29%Q1 2022Q3 20233
Laidlaw Wealth Management LLC 210.04%0.11%0.25%Q4 2020Q1 20223
ABLE Financial Group, LLC 333.21%3.43%3.55%Q1 2023Q3 20233
Headlands Technologies LLC 330.09%0.56%1.42%Q4 2022Q2 20233
ZRC WEALTH MANAGEMENT, LLC 333.11%3.59%4.12%Q1 2023Q3 20233
Noble Family Wealth, LLC 330.32%0.33%0.34%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.88%0.92%0.99%Q4 2020Q2 20213
Oak Grove Capital LLC 330.01%0.01%0.01%Q1 2018Q3 20183
XR Securities LLC 110.01%0.04%0.07%Q1 2023Q3 20232
Engrave Wealth Partners LLC 220.01%0.03%0.06%Q4 2019Q1 20202
GHP Investment Advisors, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
Compass Ion Advisors, LLC 110.56%0.89%1.23%Q4 2022Q3 20232
Anne Ray Charitable Trust 2210.34%10.96%11.58%Q2 2015Q3 20152
UNITED BANK, INC. 110.11%0.20%0.29%Q2 2013Q4 20162
Akaloa Resource Foundation 2255.30%56.09%56.87%Q2 2015Q3 20152
Palo Capital, Inc. 220.60%0.61%0.61%Q4 2014Q1 20152
440 INVESTMENT GROUP, LLC 220.41%0.43%0.46%Q1 2017Q2 20172
Edgestream Partners, L.P. 220.02%0.02%0.03%Q2 2023Q3 20232
Margaret A. Cargill Foundation 220.11%5.22%10.33%Q2 2015Q3 20152
Howard Capital Management Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Ashfield Capital Partners, LLC 220.03%0.03%0.03%Q3 2020Q4 20202
MONUMENTAL FINANCIAL GROUP INC. 220.02%0.39%0.77%Q1 2021Q2 20212
Fi3 FINANCIAL ADVISORS, LLC 221.19%1.30%1.41%Q4 2022Q1 20232
NFJ INVESTMENT GROUP, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q1 2016Q3 20212
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Schonfeld Strategic Advisors LLC 220.00%0.06%0.12%Q1 2023Q2 20232
Invst, LLC 220.09%0.16%0.23%Q2 2023Q3 20232
Daniels&Tansey,LLP 220.38%0.89%1.40%Q3 2020Q4 20202
First Trust Capital Management L.P. 220.02%0.03%0.04%Q2 2022Q3 20222
SCHNIEDERS CAPITAL MANAGEMENT LLC 220.06%0.06%0.06%Q1 2021Q2 20212
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Treynor Bancshares, Inc. 220.14%0.14%0.15%Q4 2021Q1 20222
Cornerstone Financial Partners, LLC 110.09%1.01%1.93%Q3 2016Q4 20172
Capital Wealth Alliance, LLC 110.00%0.09%0.18%Q4 2019Q3 20202
Moser Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Cedar Wealth Management, LLC 220.02%0.02%0.02%Q3 2018Q4 20182
Revisor Wealth Management LLC 221.83%1.84%1.85%Q1 2023Q2 20232
Strategic Asset Management, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Summit Wealth Group, LLC 110.05%0.92%1.79%Q4 2020Q1 20232
Financial Planners of Cleveland, Inc. 2212.60%14.39%16.18%Q4 2021Q1 20222
Matterhorn Capital Management, LLC 220.40%0.41%0.42%Q2 2016Q3 20162
Man Investments Ltd 220.95%1.02%1.09%Q1 2014Q2 20142
D L CARLSON INVESTMENT GROUP INC 220.81%0.82%0.82%Q2 2023Q3 20232
Bridgewater Advisors Inc. 220.11%0.12%0.12%Q2 2021Q3 20212
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q4 20142
Austin Asset Management Co Inc 220.07%0.07%0.07%Q4 2021Q1 20222
INTEGRAL INVESTMENT ADVISORS, INC. 222.26%2.29%2.33%Q4 2021Q1 20222
SADOFF INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Platte River Wealth Advisors, LLC 220.36%0.36%0.36%Q2 2023Q3 20232
LANDAAS & CO /WI /ADV 220.01%0.02%0.03%Q3 2017Q4 20172
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Cosner Financial Group, LLC 224.91%5.20%5.50%Q2 2023Q3 20232
CAPITAL PERFORMANCE ADVISORS LLP 220.17%0.18%0.19%Q4 2021Q1 20222
Logan Stone Capital, LLC 111.36%2.83%4.30%Q4 2021Q3 20222
BRIGGS ADVISORY GROUP, INC. 220.18%0.21%0.23%Q4 2021Q1 20222
Transparent Wealth Partners LLC 110.63%3.34%6.05%Q4 2021Q1 20232
Great Lakes Retirement, Inc. 220.45%5.80%11.16%Q4 2019Q1 20202
Fortress Investment Group LLC 220.03%0.05%0.06%Q2 2014Q3 20142
Empirical Finance, LLC 220.03%0.04%0.06%Q2 2021Q3 20212
Sandy Cove Advisors, LLC 224.20%4.33%4.46%Q2 2023Q3 20232
American Financial Network Advisory Services LLC 220.07%0.09%0.12%Q3 2017Q4 20172
JOURNEY STRATEGIC WEALTH LLC 110.05%0.05%0.06%Q4 2021Q4 20222
CERTUITY, LLC 220.10%0.11%0.12%Q2 2020Q3 20202
Rezny Wealth Management, Inc. 224.40%4.59%4.78%Q1 2015Q2 20152
EVERETT HARRIS & CO /CA/ 220.01%0.01%0.01%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.43%0.46%0.50%Q2 2013Q3 20132
Bellwether Investment Group, LLC 220.06%0.13%0.19%Q4 2016Q1 20172
Johnson Midwest Financial, LLC 110.00%0.12%0.23%Q4 2020Q2 20212
Sterling Global Strategies LLC 110.14%19.74%39.34%Q1 2016Q4 20182
G2 CAPITAL MANAGEMENT, LLC / OH 221.25%1.96%2.66%Q4 2022Q1 20232
Q3 Asset Management 112.65%3.53%4.41%Q4 2019Q2 20202
Trail Ridge Investment Advisors, LLC 110.12%0.13%0.13%Q4 2021Q2 20232
ADAMSBROWN WEALTH CONSULTANTS LLC 220.17%0.20%0.22%Q4 2021Q1 20222
Boltwood Capital Management 220.25%0.26%0.26%Q3 2023Q4 20232
Beaumont Asset Management, L.L.C. 220.20%0.21%0.21%Q2 2020Q3 20202
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q3 2020Q1 20232
Professional Financial Advisors, LLC 110.11%2.28%4.44%Q4 2021Q3 20232
jvl associates llc 220.19%0.20%0.21%Q1 2019Q2 20192
Stewardship Advisors, LLC 220.15%0.17%0.19%Q2 2023Q3 20232
Plancorp, LLC 110.46%0.48%0.50%Q1 2015Q3 20152
Retireful, LLC 220.52%0.73%0.94%Q1 2023Q2 20232
Hutchens & Kramer Investment Management Group, LLC 110.57%0.95%1.34%Q2 2022Q1 20232
ARBOR TRUST WEALTH ADVISORS, LLC 220.97%1.26%1.54%Q2 2023Q3 20232
FSC Wealth Advisors, LLC 110.60%6.23%11.87%Q2 2022Q4 20222
Sterling Investment Counsel, LLC 110.16%0.26%0.37%Q2 2022Q1 20232
Sloy Dahl & Holst, LLC 220.24%0.24%0.24%Q3 2021Q4 20212
FORTE ASSET MANAGEMENT LLC 221.26%1.42%1.58%Q2 2022Q3 20222
Clearwater Capital Advisors, LLC 110.02%0.03%0.03%Q1 2018Q4 20202
Bridgecreek Investment Management, LLC 222.28%2.62%2.95%Q2 2013Q3 20132
BMS Financial Advisors, LLC 220.62%0.65%0.69%Q1 2023Q2 20232
Capital Bank & Trust Co 110.01%0.02%0.02%Q4 2019Q4 20202
Northland Capital Management LLC 227.94%8.69%9.44%Q4 2021Q1 20222
Cornerstone Retirement Group, Inc. 220.10%2.36%4.61%Q2 2023Q3 20232
Alpha Quant Advisors, LLC 220.82%0.83%0.83%Q4 2018Q1 20192
Signature Wealth Management Group 220.01%0.01%0.01%Q4 2017Q1 20182
Coppell Advisory Solutions Corp. 220.32%0.37%0.42%Q4 2022Q1 20232
Baker Ellis Asset Management LLC 110.06%0.07%0.07%Q2 2022Q4 20222
Auour Investments LLC 220.74%0.76%0.79%Q2 2023Q3 20232
Cresta Advisors, Ltd. 220.18%0.19%0.20%Q4 2022Q1 20232
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.06%0.12%Q2 2014Q3 20232
Delek Group, Ltd. 220.02%0.02%0.02%Q4 2017Q1 20182
Farmers & Merchants Trust Co of Long Beach 110.10%0.10%0.11%Q1 2019Q3 20222
Santori & Peters, Inc. 220.10%0.22%0.33%Q4 2017Q1 20182
Carolina Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PETERSON WEALTH MANAGEMENT 223.00%3.02%3.04%Q2 2023Q3 20232
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2021Q3 20212
ETFIDEA, LLC 220.12%0.16%0.21%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Lucia Wealth Services, LLC 110.01%0.01%0.01%Q1 2019Q1 20202
IMPAX ASSET MANAGEMENT LLC 220.24%1.04%1.85%Q1 2018Q2 20182
Prism Advisors, Inc. 226.65%6.90%7.16%Q4 2017Q1 20182
Kingdom Financial Group LLC. 220.53%0.61%0.70%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.29%0.30%0.30%Q1 2023Q3 20232
MONECO Advisors, LLC 110.09%0.11%0.12%Q1 2021Q3 20232
Kaydan Wealth Management, Inc. 220.08%0.09%0.09%Q4 2021Q1 20222
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
McGlone Suttner Wealth Management, Inc. 220.55%1.18%1.82%Q2 2023Q3 20232
Hillman Capital Management, Inc. 220.01%0.01%0.01%Q2 2021Q3 20212
Destiny Capital Corp/CO 220.25%0.50%0.74%Q1 2023Q2 20232
BRANDYWINE OAK PRIVATE WEALTH LLC 220.03%0.03%0.04%Q2 2021Q3 20212
CARL DOMINO INC 110.14%0.15%0.16%Q2 2013Q1 20152
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.04%0.08%0.12%Q2 2023Q3 20232
Lee Capital Holdings LLC 220.33%0.57%0.81%Q3 2020Q4 20202
True Wealth Design, LLC 110.00%0.01%0.02%Q4 2022Q3 20232
Gateway Wealth Partners, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
Alpha Financial Partners, LLC 224.63%5.29%5.94%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 112.28%3.13%3.98%Q4 2022Q3 20232
iA Global Asset Management Inc. 220.95%1.54%2.14%Q2 2023Q3 20232
Ruggaard & Associates LLC 226.25%6.43%6.61%Q1 2023Q2 20232
Buck Wealth Strategies, LLC 112.67%2.80%2.93%Q3 2022Q3 20232
O'Connor Financial Group LLC 220.16%0.19%0.22%Q2 2023Q3 20232
Atomi Financial Group, Inc. 220.35%0.43%0.52%Q2 2023Q3 20232
ORG Partners LLC 220.16%0.21%0.26%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.03%0.05%0.06%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.68%0.69%0.71%Q2 2023Q3 20232
UNION SAVINGS BANK 220.60%0.60%0.60%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.17%0.18%0.19%Q2 2023Q3 20232
PFW Advisors LLC 222.20%2.24%2.29%Q2 2023Q3 20232
Etesian Wealth Advisors, Inc. 220.34%0.35%0.36%Q4 2022Q1 20232
Exchange Bank 226.90%8.54%10.17%Q2 2023Q3 20232
JARISLOWSKY, FRASER Ltd 220.00%0.00%0.00%Q2 2022Q3 20222
NAVELLIER & ASSOCIATES INC 110.03%0.05%0.06%Q2 2015Q3 20192
NICOLET ADVISORY SERVICES, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Guardian Financial Partners, LLC 220.41%0.41%0.42%Q2 2022Q3 20222
ARGENT CAPITAL MANAGEMENT LLC 220.04%0.04%0.04%Q2 2015Q3 20152
Quintium Advisors, LLC 222.00%2.39%2.79%Q2 2014Q3 20142
STANCORP INVESTMENT ADVISERS INC 220.43%0.45%0.47%Q4 2014Q1 20152
Asset Allocation & Management Company, LLC 222.48%4.19%5.90%Q2 2023Q3 20232
Three Peaks Capital Management, LLC 220.21%0.33%0.45%Q3 2020Q4 20202
EQUITABLE TRUST CO 220.02%0.02%0.02%Q2 2023Q3 20232
INTEGRATED WEALTH COUNSEL, LLC 110.02%0.09%0.16%Q1 2014Q2 20152
Symmetry Partners, LLC 220.10%0.11%0.13%Q3 2018Q4 20182
PIN OAK INVESTMENT ADVISORS INC 220.02%0.02%0.02%Q2 2023Q3 20232
BANK OF NOVA SCOTIA TRUST CO 220.03%0.03%0.04%Q2 2020Q3 20202
Wright Fund Management, LLC 228.10%9.81%11.52%Q1 2023Q2 20232
Wealthfront Advisers LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cynosure Group, LLC 221.17%1.19%1.21%Q2 2023Q3 20232
Foster Victor Wealth Advisors, LLC 110.05%0.12%0.19%Q4 2018Q2 20222
Pacific Edge Advisors, LLC 220.19%0.20%0.20%Q3 2019Q4 20192
Stratford Consulting, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 220.11%0.11%0.12%Q1 2022Q2 20222
STRALEM & CO INC 220.05%0.06%0.06%Q1 2020Q2 20202
Selway Asset Management 220.14%0.17%0.19%Q1 2019Q2 20192
Blume Capital Management, Inc. 220.02%0.02%0.02%Q4 2013Q1 20142
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Lake Hills Wealth Management, LLC 222.26%2.27%2.27%Q4 2021Q1 20222
1492 Capital Management LLC 220.19%0.21%0.23%Q3 2020Q4 20202
Horan Capital Advisors, LLC. 220.09%0.10%0.10%Q1 2023Q2 20232
ASSOCIATED BANC-CORP 110.00%0.00%0.01%Q1 2020Q2 20212
WILLIAMS JONES & ASSOCIATES LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Blackhawk Capital Partners LLC. 110.02%1.08%2.14%Q2 2018Q4 20222
Oak Point Wealth Management 220.02%1.86%3.70%Q4 2017Q1 20182
NEW YORK STATE COMMON RETIREMENT FUND 220.01%0.03%0.05%Q2 2023Q3 20232
Cordant, Inc. 110.00%0.04%0.07%Q4 2019Q3 20232
TFC Financial Management, Inc. 110.00%0.00%0.01%Q4 2020Q4 20212
Baltimore-Washington Financial Advisors Inc. 221.01%1.10%1.19%Q2 2013Q3 20132
Jump Financial, LLC 220.04%0.09%0.14%Q2 2023Q3 20232
Financial Insights, Inc. 220.18%0.18%0.19%Q4 2022Q1 20232
Vident Investment Advisory, LLC 110.01%0.01%0.02%Q1 2022Q4 20222
WealthBridge Capital Management, LLC 220.04%0.04%0.05%Q4 2018Q1 20192
ITS Asset Management, L.P. 2241.48%45.67%49.86%Q2 2016Q3 20162
Hamilton Capital, LLC 220.02%1.14%2.25%Q3 2022Q4 20222
Trexquant Investment LP 110.01%0.01%0.01%Q4 2022Q2 20232
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.67%0.80%0.93%Q2 2016Q3 20162
OXFORD ASSET MANAGEMENT LLP 220.18%0.20%0.23%Q3 2017Q4 20172
FIRST NATIONAL CORP /MA/ /ADV 220.05%0.05%0.05%Q4 2018Q1 20192
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2021Q3 20222
Welch Group, LLC 110.02%0.02%0.02%Q1 2020Q4 20202
BOSTON ADVISORS LLC 220.01%0.09%0.17%Q2 2019Q3 20192
Cerro Pacific Wealth Advisors LLC 110.22%0.57%0.92%Q4 2020Q4 20222
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.05%0.08%0.10%Q1 2023Q2 20232
Eukles Asset Management 220.01%0.01%0.01%Q2 2023Q3 20232
Levy Wealth Management Group, LLC 220.15%0.15%0.16%Q4 2020Q1 20212
Genesee Capital Advisors, LLC 110.02%0.03%0.03%Q1 2019Q2 20212
West Financial Advisors, LLC 222.45%2.60%2.74%Q4 2020Q1 20212
CI Global Investments Inc. 220.03%0.05%0.07%Q3 2015Q4 20152
DB Wealth Management Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Bluesphere Advisors, LLC 220.54%1.08%1.62%Q4 2020Q1 20212
Opal Wealth Advisors, LLC 110.13%0.50%0.88%Q4 2021Q4 20222
Capital Planning Advisors, LLC 110.06%0.31%0.55%Q3 2015Q4 20192
BHK Investment Advisors, LLC 220.32%0.34%0.35%Q1 2018Q2 20182
Wealthsimple US, Ltd. 110.40%0.45%0.50%Q4 2019Q2 20202
San Luis Wealth Advisors LLC 220.13%0.13%0.14%Q1 2023Q2 20232
DHJJ Financial Advisors, Ltd. 110.05%0.08%0.11%Q2 2021Q3 20232
Proquility Private Wealth Partners, LLC 220.13%0.16%0.19%Q4 2022Q1 20232
Ground Swell Capital, LLC 221.02%1.79%2.56%Q1 2023Q2 20232
Blooom, Inc. 220.40%0.40%0.41%Q2 2022Q3 20222
Coastline Trust Co 220.05%0.14%0.24%Q2 2023Q3 20232
Wambolt & Associates, LLC 110.10%0.26%0.42%Q4 2018Q2 20212
Quantitative Strategies, Inc. 220.15%0.16%0.16%Q2 2023Q3 20232
Salvus Wealth Management, LLC 220.25%0.25%0.25%Q2 2022Q3 20222
Vista Private Wealth Partners. LLC 110.74%2.21%3.68%Q4 2022Q3 20232
Interchange Capital Partners, LLC 110.00%0.20%0.41%Q4 2020Q2 20222
Oxler Private Wealth LLC 220.00%2.08%4.15%Q2 2022Q3 20222
Shelter Mutual Insurance Co 221.37%1.44%1.51%Q2 2023Q3 20232
HARVEST VOLATILITY MANAGEMENT LLC 220.02%0.03%0.03%Q4 2020Q1 20212
Biltmore Capital Advisors LLC 110.18%2.32%4.46%Q4 2018Q4 20212
Safeguard Investment Advisory Group, LLC 220.39%0.41%0.42%Q4 2020Q1 20212
Carlyle Group Inc. 220.03%0.03%0.04%Q4 2014Q1 20152
Hixon Zuercher, LLC 110.17%0.22%0.26%Q4 2019Q4 20212
Thrive Wealth Management, LLC 110.20%0.24%0.27%Q1 2022Q3 20222
Genus Capital Management Inc. 220.94%1.44%1.93%Q2 2023Q3 20232
PRING TURNER CAPITAL GROUP INC 110.11%0.13%0.15%Q4 2014Q3 20152
FolioMetrix LLC 221.85%1.96%2.06%Q1 2015Q2 20152
Morningstar Investment Services LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Grey Street Capital, LLC 111.35%1.35%1.35%Q1 2023Q1 20231
LEE DANNER & BASS INC 110.35%0.35%0.35%Q2 2020Q2 20201
PURSUE WEALTH PARTNERS LLC 110.06%0.06%0.06%Q1 2022Q1 20221
FIELDPOINT PRIVATE ADVISORS, INC 1110.80%10.80%10.80%Q1 2017Q1 20171
REFRAME WEALTH, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Ratio Wealth Group 110.13%0.13%0.13%Q4 2020Q4 20201
BANYAN CAPITAL MANAGEMENT, INC. 113.84%3.84%3.84%Q4 2018Q4 20181
Premia Global Advisors, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Alaska Wealth Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
Resolute Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Prosperity Consulting Group, LLC 111.05%1.05%1.05%Q3 2023Q3 20231
PLANNING DIRECTIONS INC 118.30%8.30%8.30%Q1 2020Q1 20201
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Values Added Financial LLC 110.56%0.56%0.56%Q2 2023Q2 20231
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
AI Financial Services LLC 111.01%1.01%1.01%Q4 2017Q4 20171
CHANNEL WEALTH LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.05%0.05%0.05%Q2 2016Q2 20161
Guardian Wealth Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Adero Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
First Citizens Financial Corp 110.17%0.17%0.17%Q4 2022Q4 20221
Questar Asset Management, Inc. 112.18%2.18%2.18%Q4 2018Q4 20181
National Wealth Management Group, LLC 110.46%0.46%0.46%Q1 2023Q1 20231
Delphi Private Advisors LLC 110.02%0.02%0.02%Q2 2019Q2 20191
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q2 2023Q2 20231
3Chopt Investment Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
ICONIQ Capital, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Higher Moment Aurora Fund, LP 1127.22%27.22%27.22%Q3 2017Q3 20171
Klingman & Associates, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Gallagher Benefit Services, Inc. 116.45%6.45%6.45%Q4 2022Q4 20221
BALASA DINVERNO & FOLTZ LLC 110.29%0.29%0.29%Q3 2022Q3 20221
Fortis Group Advisors, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Thrive Capital Management, LLC 110.22%0.22%0.22%Q3 2022Q3 20221
FLYNN ZITO CAPITAL MANAGEMENT, LLC 111.47%1.47%1.47%Q2 2022Q2 20221
BROWN WEALTH MANAGEMENT, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Carlsbad Wealth Advisory Group, Inc. 110.38%0.38%0.38%Q2 2023Q2 20231
FSA Wealth Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
LJI Wealth Management, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
KPP Advisory Services LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Horizon Wealth Management, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Secure Asset Management, LLC 111.62%1.62%1.62%Q2 2020Q2 20201
Strategic Advocates LLC 110.73%0.73%0.73%Q3 2023Q3 20231
Valtinson Bruner Financial Planning LLC 110.12%0.12%0.12%Q1 2021Q1 20211
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.21%0.21%0.21%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 112.37%2.37%2.37%Q3 2023Q3 20231
Bayesian Capital Management, LP 110.12%0.12%0.12%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 116.69%6.69%6.69%Q3 2023Q3 20231
Costello Asset Management, INC 110.01%0.01%0.01%Q2 2020Q2 20201
IAMS WEALTH MANAGEMENT, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SYON CAPITAL LLC 1110.40%10.40%10.40%Q3 2023Q3 20231
STRINGER ASSET MANAGEMENT, LLC 111.14%1.14%1.14%Q4 2018Q4 20181
S.A. Mason LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Kampmann Melissa S. 110.77%0.77%0.77%Q3 2023Q3 20231
United Community Bank 110.61%0.61%0.61%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.14%0.14%0.14%Q3 2023Q3 20231
NEOS Investment Management LLC 110.26%0.26%0.26%Q3 2023Q3 20231
EXANE DERIVATIVES 112.59%2.59%2.59%Q2 2022Q2 20221
PFS Partners, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Asio Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
RiverTree Advisors, LLC 111.90%1.90%1.90%Q4 2020Q4 20201
Sweet Financial Partners, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Hartford Financial Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
ROWLANDMILLER & PARTNERS.ADV 110.05%0.05%0.05%Q1 2017Q1 20171
MARCUARD FAMILY OFFICE LTD 116.61%6.61%6.61%Q3 2014Q3 20141
EFG CAPITAL INTERNATIONAL CORP. 110.09%0.09%0.09%Q2 2023Q2 20231
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.02%0.02%0.02%Q2 2013Q2 20131
JACKSON SQUARE CAPITAL, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.12%0.12%0.12%Q2 2022Q2 20221
KNIGHT CAPITAL GROUP LLC 110.61%0.61%0.61%Q2 2013Q2 20131
Y.D. More Investments Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
Altman Advisors, Inc. 110.21%0.21%0.21%Q3 2020Q3 20201
Jolley Asset Management, LLC 111.27%1.27%1.27%Q1 2018Q1 20181
Echo45 Advisors LLC 110.33%0.33%0.33%Q4 2022Q4 20221
HARTLINE INVESTMENT CORP/ 110.35%0.35%0.35%Q3 2022Q3 20221
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q1 2021Q1 20211
MCRAE CAPITAL MANAGEMENT INC 110.08%0.08%0.08%Q1 2017Q1 20171
ICON ADVISERS INC/CO 110.06%0.06%0.06%Q4 2015Q4 20151
Context Partners Fund, L.P. 111.40%1.40%1.40%Q3 2020Q3 20201
AHL INVESTMENT MANAGEMENT, INC. 110.17%0.17%0.17%Q4 2021Q4 20211
Heartland Bank & Trust Co 1116.08%16.08%16.08%Q4 2022Q4 20221
Leverty Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SECURITY NATIONAL BANK OF SO DAK 110.34%0.34%0.34%Q4 2018Q4 20181
AT Bancorp 110.06%0.06%0.06%Q4 2017Q4 20171
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Darrow Company, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
EARNEST PARTNERS LLC 110.32%0.32%0.32%Q1 2014Q1 20141
Weatherstone Capital Management 110.06%0.06%0.06%Q4 2018Q4 20181
Legacy Wealth Asset Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SUN LIFE FINANCIAL INC 112.92%2.92%2.92%Q1 2019Q1 20191
CFO4Life, L.P. 111.11%1.11%1.11%Q4 2022Q4 20221
LWM Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Connections Group, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Paradigm, Strategies in Wealth Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
GOULD ASSET MANAGEMENT LLC /CA/ 110.24%0.24%0.24%Q1 2015Q1 20151
ROSENBLUM SILVERMAN SUTTON S F INC /CA 110.09%0.09%0.09%Q1 2020Q1 20201
PBMares Wealth Management LLC 110.30%0.30%0.30%Q4 2019Q4 20191
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MKP Capital Management, L.L.C. 1115.47%15.47%15.47%Q4 2022Q4 20221
Ameraudi Asset Management, Inc. 110.24%0.24%0.24%Q2 2022Q2 20221
Catamount Wealth Management 110.09%0.09%0.09%Q1 2015Q1 20151
MANCHESTER FINANCIAL INC 110.02%0.02%0.02%Q3 2020Q3 20201
Pinnacle Wealth Advisors 110.05%0.05%0.05%Q2 2021Q2 20211
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
Miller Investment Management, LP 114.24%4.24%4.24%Q4 2021Q4 20211
BENEDICT FINANCIAL ADVISORS INC 110.10%0.10%0.10%Q4 2021Q4 20211
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Morling Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Thomas J. Herzfeld Advisors, Inc. 115.89%5.89%5.89%Q3 2022Q3 20221
CMC Financial Group 1129.98%29.98%29.98%Q2 2020Q2 20201
BIP Wealth, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
OmniStar Financial Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q4 2022Q4 20221
WESTPAC BANKING CORP 110.13%0.13%0.13%Q4 2019Q4 20191
CLARK FINANCIAL SERVICES GROUP INC /BD 110.16%0.16%0.16%Q1 2021Q1 20211
Financial Consulate Inc. 110.43%0.43%0.43%Q2 2021Q2 20211
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SWARTHMORE GROUP INC 111.96%1.96%1.96%Q2 2014Q2 20141
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.15%0.15%0.15%Q4 2019Q4 20191
GW&K Investment Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
BUILDER INVESTMENT GROUP INC /ADV 110.10%0.10%0.10%Q4 2022Q4 20221
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
HOWARD FINANCIAL SERVICES, LTD. 110.13%0.13%0.13%Q3 2023Q3 20231
COOPER/HAIMS ADVISORS, LLC 110.21%0.21%0.21%Q2 2021Q2 20211
LS Investment Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 111.58%1.58%1.58%Q2 2013Q2 20131
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q4 2018Q4 20181
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
GW HENSSLER & ASSOCIATES LTD 110.02%0.02%0.02%Q1 2023Q1 20231
THORNBURG INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q2 2015Q2 20151
NEWGATE CAPITAL MANAGEMENT LLC 110.43%0.43%0.43%Q4 2013Q4 20131
Jane Street Holding, LLC 110.14%0.14%0.14%Q3 2013Q3 20131
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
COWA, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Bragg Financial Advisors, Inc 110.01%0.01%0.01%Q1 2022Q1 20221
Samson Capital Advisors LLC 112.16%2.16%2.16%Q4 2014Q4 20141
CAMDEN NATIONAL CORP 110.04%0.04%0.04%Q1 2021Q1 20211
Compton Wealth Advisory Group, LLC 112.22%2.22%2.22%Q4 2022Q4 20221
Portfolio Strategies, Inc. 110.06%0.06%0.06%Q4 2017Q4 20171
CANANDAIGUA NATIONAL CORP 110.21%0.21%0.21%Q3 2020Q3 20201
OneAscent Wealth Management LLC 110.19%0.19%0.19%Q1 2022Q1 20221
LEO BROKERAGE, LLC 110.38%0.38%0.38%Q3 2020Q3 20201
Manhattan West Asset Management, LLC 119.75%9.75%9.75%Q4 2021Q4 20211
Willow Street Advisors LLC 110.13%0.13%0.13%Q2 2013Q2 20131
Gerstein Fisher 110.04%0.04%0.04%Q4 2015Q4 20151
BAINCO INTERNATIONAL INVESTORS 110.08%0.08%0.08%Q1 2020Q1 20201
FIRST FINANCIAL EQUITY CORPORATION 110.63%0.63%0.63%Q1 2017Q1 20171
DEFINED WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.03%0.03%0.03%Q3 2018Q3 20181
Osborn Williams & Donohoe LLC 110.33%0.33%0.33%Q1 2019Q1 20191
Cardinal Strategic Wealth Guidance 110.18%0.18%0.18%Q4 2019Q4 20191
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.26%0.26%0.26%Q3 2018Q3 20181
ASSET PLANNING CORPORATION 110.10%0.10%0.10%Q4 2020Q4 20201
MACQUARIE GROUP LTD 110.01%0.01%0.01%Q3 2023Q3 20231
Investure, LLC 1114.60%14.60%14.60%Q2 2019Q2 20191
Quantum Capital Management, LLC / NJ 110.00%0.00%0.00%Q3 2017Q3 20171
HNP Capital LLC 110.06%0.06%0.06%Q1 2020Q1 20201
New World Advisors LLC 110.02%0.02%0.02%Q1 2019Q1 20191
NBC SECURITIES, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
TEACHER RETIREMENT SYSTEM OF TEXAS 110.23%0.23%0.23%Q4 2021Q4 20211
Wick Capital Partners, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Wedmont Private Capital 110.02%0.02%0.02%Q3 2023Q3 20231
Insight Advisors, LLC/ PA 110.10%0.10%0.10%Q4 2020Q4 20201
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q1 2023Q1 20231
ALTERNA WEALTH MANAGEMENT, INC 111.47%1.47%1.47%Q4 2018Q4 20181
Nalls Sherbakoff Group, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
DAVIS SELECTED ADVISERS 110.00%0.00%0.00%Q2 2013Q2 20131
Bath Savings Trust Co 110.02%0.02%0.02%Q4 2021Q4 20211
Community Financial Services Group, LLC 110.04%0.04%0.04%Q2 2015Q2 20151
SPINNAKER TRUST 110.03%0.03%0.03%Q1 2017Q1 20171
Financial Advantage, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
COLLECTIVE FAMILY OFFICE LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TradeLink Capital LLC 112.99%2.99%2.99%Q3 2016Q3 20161
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CoreFirst Bank & Trust 110.05%0.05%0.05%Q1 2023Q1 20231
Stevens First Principles Investment Advisors 110.01%0.01%0.01%Q2 2017Q2 20171
Axiom Financial Strategies, LLC 110.19%0.19%0.19%Q1 2020Q1 20201
GFG Capital, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
NOVARE CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q4 2017Q4 20171
FLC Capital Advisors 110.07%0.07%0.07%Q3 2022Q3 20221
Andrew Hill Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Sage Mountain Advisors LLC 110.06%0.06%0.06%Q4 2020Q4 20201
True North Advisors, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
IAM Advisory, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
DESTINY CAPITAL SECURITIES CORPORATION 111.12%1.12%1.12%Q3 2023Q3 20231
FIRST INTERSTATE BANCSYSTEM INC 110.17%0.17%0.17%Q1 2021Q1 20211
Barry Investment Advisors, LLC 110.24%0.24%0.24%Q3 2017Q3 20171
WEXFORD CAPITAL LP 110.39%0.39%0.39%Q3 2023Q3 20231
ASSET ADVISORS CORP 110.02%0.02%0.02%Q3 2016Q3 20161
Liberty Capital Management, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
RELIANCE TRUST CO 110.23%0.23%0.23%Q2 2014Q2 20141
MOULTON WEALTH MANAGEMENT, INC 112.68%2.68%2.68%Q4 2019Q4 20191
EXCELSIA, INC. 113.11%3.11%3.11%Q2 2013Q2 20131
PREMIER ASSET MANAGEMENT LLC 110.12%0.12%0.12%Q2 2019Q2 20191
SUTTON PLACE INVESTORS LLC 110.33%0.33%0.33%Q1 2022Q1 20221
Investmark Advisory Group LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Grandview Asset Management LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Centiva Capital, LP 110.06%0.06%0.06%Q1 2021Q1 20211
Legacy Wealth Management, Inc 110.02%0.02%0.02%Q4 2016Q4 20161
RVW Wealth, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
MAPLE SECURITIES USA INC 110.35%0.35%0.35%Q1 2014Q1 20141
Wealth CMT 110.56%0.56%0.56%Q3 2022Q3 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q1 2019Q1 20191
MCMORGAN & CO LLC 112.71%2.71%2.71%Q2 2021Q2 20211
Catalyst Wealth Management, LLC 110.46%0.46%0.46%Q1 2023Q1 20231
Bull Oak Capital, LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Bleakley Financial Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FINANCIAL COUNSELORS INC 110.05%0.05%0.05%Q3 2023Q3 20231
GENWORTH FINANCIAL INC 110.74%0.74%0.74%Q2 2013Q2 20131
Tevis Investment Management 110.01%0.01%0.01%Q4 2021Q4 20211
Windward Private Wealth Management Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
W.H. Cornerstone Investments Inc. 110.25%0.25%0.25%Q4 2022Q4 20221
Carnick & Kubik, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
FREEDOM WEALTH ALLIANCE, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Mariner Wealth Advisors-NYC, LLC 112.18%2.18%2.18%Q1 2015Q1 20151
Tradeworx Inc. 110.14%0.14%0.14%Q2 2013Q2 20131
CXI Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Kingfisher Capital LLC 110.02%0.02%0.02%Q4 2015Q4 20151
VISTA CAPITAL PARTNERS, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Avalon Trust Co 110.00%0.00%0.00%Q2 2023Q2 20231
Banco BTG Pactual S.A. 110.01%0.01%0.01%Q4 2018Q4 20181
TrinityPoint Wealth, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Financial Designs Corp 110.35%0.35%0.35%Q3 2023Q3 20231
Cutter & CO Brokerage, Inc. 111.20%1.20%1.20%Q1 2018Q1 20181
Act Two Investors LLC 110.09%0.09%0.09%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
WASHINGTON CAPITAL MANAGEMENT, INC 110.37%0.37%0.37%Q1 2016Q1 20161
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DCM Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CIM INVESTMENT MANAGEMENT INC 113.14%3.14%3.14%Q4 2022Q4 20221
TL Private Wealth 110.97%0.97%0.97%Q4 2022Q4 20221
Peregrine Asset Advisers, Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
KFG WEALTH MANAGEMENT, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
YorkBridge Wealth Partners, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Wela Strategies, Inc. 110.30%0.30%0.30%Q4 2018Q4 20181
DRIVE WEALTH MANAGEMENT, LLC 111.60%1.60%1.60%Q4 2021Q4 20211
ADVISOR PARTNERS II, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.13%0.13%0.13%Q3 2023Q3 20231
Francis Financial, Inc. 110.58%0.58%0.58%Q2 2022Q2 20221
IronBridge Private Wealth, LLC 113.14%3.14%3.14%Q2 2022Q2 20221
ISLAY CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Kendall Capital Management 110.20%0.20%0.20%Q2 2018Q2 20181
Glaxis Capital Management, LLC 111.79%1.79%1.79%Q3 2014Q3 20141
BCS Wealth Management 110.22%0.22%0.22%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2022Q4 20221
AURORA FINANCIAL ADVISORS, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
BancFirst Trust & Investment Management 110.17%0.17%0.17%Q3 2022Q3 20221
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Altium Wealth Management LLC 110.14%0.14%0.14%Q2 2022Q2 20221
Gray Wealth Management Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Verum Partners LLC 110.66%0.66%0.66%Q4 2022Q4 20221
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Leisure Capital Management 110.18%0.18%0.18%Q4 2022Q4 20221
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.22%0.22%0.22%Q2 2020Q2 20201
Windsor Advisory Group, LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Simplicity Wealth,LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Cumberland Partners Ltd 110.03%0.03%0.03%Q2 2013Q2 20131
Capital Square, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Geller Advisors LLC 112.56%2.56%2.56%Q3 2023Q3 20231
Align Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Nan Shan Life Insurance Co., Ltd. 110.24%0.24%0.24%Q4 2018Q4 20181
Birchcreek Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Houlihan Financial Resource Group, Ltd. 110.07%0.07%0.07%Q3 2020Q3 20201
RETIREMENT INCOME SOLUTIONS, INC 110.11%0.11%0.11%Q2 2022Q2 20221
Mandatum Life Insurance Co Ltd 110.02%0.02%0.02%Q4 2017Q4 20171
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Old North State Trust, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
KerberRose Wealth Management, LLC 110.39%0.39%0.39%Q2 2022Q2 20221
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Fidelis Capital Partners, LLC 110.39%0.39%0.39%Q2 2023Q2 20231
DUALITY ADVISERS, LP 110.11%0.11%0.11%Q2 2020Q2 20201
WoodTrust Financial Corp 110.19%0.19%0.19%Q4 2018Q4 20181
Ceros Financial Services Inc. 110.26%0.26%0.26%Q1 2019Q1 20191
Quent Capital, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Hardy Reed LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Aries Wealth Management 114.43%4.43%4.43%Q1 2022Q1 20221
Garrett Wealth Advisory Group, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Principle Wealth Partners LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Cedar Mountain Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Nadler Financial Group, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Syntegra Private Wealth Group, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Riverwater Partners LLC 110.61%0.61%0.61%Q4 2022Q4 20221
Richwood Investment Advisors, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
PENSECO FINANCIAL SERVICES CORP 110.01%0.01%0.01%Q3 2013Q3 20131
Forum Financial Management, LP 110.01%0.01%0.01%Q1 2022Q1 20221
Arista Wealth Management, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Sturgeon Ventures LLP 110.09%0.09%0.09%Q1 2018Q1 20181
Concorde Financial Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
CapWealth Advisors, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
ALPS ADVISORS INC 110.09%0.09%0.09%Q1 2016Q1 20161
Ipsen Advisor Group LLC 110.30%0.30%0.30%Q4 2022Q4 20221
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
HMS Capital Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
NEXT Financial Holdings 110.05%0.05%0.05%Q1 2019Q1 20191
ROBERTSON STEPHENS ADVISORS LLC 110.24%0.24%0.24%Q1 2017Q1 20171
ADVISOR PARTNERS LLC 110.03%0.03%0.03%Q2 2021Q2 20211
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
White Lighthouse Investment Management Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Oak Asset Management, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
SOCIETE GENERALE 110.19%0.19%0.19%Q2 2016Q2 20161
Brio Consultants, LLC 110.36%0.36%0.36%Q4 2018Q4 20181
Castle Financial & Retirement Planning Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Coulter & Justus Financial Services, LLC 1129.86%29.86%29.86%Q1 2022Q1 20221
Sterneck Capital Management, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Mid-American Wealth Advisory Group, Inc. 110.23%0.23%0.23%Q4 2021Q4 20211
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Atlas Wealth Partners, LLC 110.60%0.60%0.60%Q2 2023Q2 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
BOS Asset Management, LLC 111.20%1.20%1.20%Q3 2023Q3 20231
FRONTIER INVESTMENT MGMT CO 110.02%0.02%0.02%Q3 2019Q3 20191
Legend Financial Advisors, Inc. 110.14%0.14%0.14%Q3 2022Q3 20221
Samalin Investment Counsel, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Peak Capital Management LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Lebenthal Global Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Gratus Capital, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
Cox Capital Mgt LLC 110.06%0.06%0.06%Q1 2020Q1 20201
GFS Private Wealth, LLC 110.39%0.39%0.39%Q4 2017Q4 20171
Maltin Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
External links

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