ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 42420.00%0.02%0.30%Q2 2013Q3 2023117
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.02%0.18%Q2 2013Q3 2023115
BARCLAYS PLC 3830.00%0.02%0.10%Q2 2013Q3 2023111
BANK OF AMERICA CORP /DE/ 42420.00%0.10%0.64%Q2 2013Q3 2023107
Parallax Volatility Advisers, L.P. 3630.00%0.09%0.83%Q4 2013Q3 202394
Cutler Group LLC / CA 32320.00%0.09%1.40%Q4 2015Q3 202388
Citadel Advisors 2980.00%0.02%0.13%Q2 2014Q3 202387
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.16%Q1 2012Q3 202384
JANE STREET GROUP, LLC 3710.00%0.05%0.34%Q1 2014Q3 202379
CREDIT SUISSE AG/ 43430.00%0.05%0.36%Q1 2013Q3 202379
UBS Group AG 36360.00%0.09%0.39%Q4 2014Q3 202373
BNP PARIBAS FINANCIAL MARKETS 40400.00%0.09%0.49%Q4 2013Q3 202370
WOLVERINE TRADING, LLC 1910.00%0.05%0.29%Q2 2016Q3 202366
HUNTINGTON NATIONAL BANK 2920.00%0.01%0.04%Q1 2009Q3 202354
HSBC HOLDINGS PLC 2310.00%0.02%0.14%Q1 2012Q3 202349
MUFG Americas Holdings Corp 48480.00%0.00%0.02%Q4 2010Q3 202248
ROYAL BANK OF CANADA 42420.00%0.04%0.16%Q2 2013Q3 202348
HighTower Advisors, LLC 42420.00%0.03%0.20%Q2 2013Q3 202348
HAP Trading, LLC 1710.00%0.26%4.62%Q3 2014Q3 202346
US BANCORP \DE\ 42420.00%0.02%0.04%Q2 2013Q3 202344
WELLS FARGO & COMPANY/MN 42420.01%0.12%0.26%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.07%0.20%Q4 2012Q3 202344
Cetera Advisor Networks LLC 43430.03%0.13%0.39%Q1 2013Q3 202343
COMMERCE BANK 43430.01%0.02%0.05%Q1 2013Q3 202343
Freedom Investment Management, Inc. 43430.11%0.45%0.95%Q1 2013Q3 202343
AMERIPRISE FINANCIAL INC 42420.00%0.16%0.50%Q2 2013Q3 202342
Global Endowment Management, LP 42420.06%0.49%1.82%Q2 2013Q3 202342
MACROVIEW INVESTMENT MANAGEMENT LLC 42420.02%0.57%2.57%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.01%0.03%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.03%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.05%0.20%0.55%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.09%0.52%1.37%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.06%0.23%0.69%Q2 2013Q3 202342
MORGAN STANLEY 42420.03%0.08%0.16%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.13%1.22%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.60%1.28%2.86%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.04%0.60%1.40%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.30%1.17%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.02%0.13%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.22%0.94%3.28%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.10%0.46%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.58%4.30%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.19%0.92%Q2 2013Q3 202342
Transamerica Financial Advisors, Inc. 42420.21%0.70%2.74%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.03%0.09%0.17%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.09%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.72%2.16%4.62%Q2 2013Q3 202342
FIRST AMERICAN TRUST, FSB 42420.13%1.06%2.45%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.23%1.16%Q2 2013Q3 202342
WEALTHCARE CAPITAL MANAGEMENT LLC 424221.99%35.00%45.98%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.01%0.02%0.09%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.08%Q2 2013Q3 202341
Clear Harbor Asset Management, LLC 40400.00%0.27%0.58%Q2 2013Q1 202341
FDx Advisors, Inc. 22190.02%0.49%2.72%Q2 2013Q3 202341
Creative Planning 3380.00%0.01%0.09%Q2 2013Q3 202341
Atria Investments, Inc 27140.03%0.36%6.56%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3740.00%0.13%1.32%Q2 2013Q3 202341
ASSETMARK, INC 41410.12%1.42%6.09%Q3 2013Q3 202341
Dorsey Wright & Associates 2640.04%1.74%5.81%Q2 2013Q3 202340
Cetera Advisors LLC 3910.03%0.29%0.98%Q2 2013Q3 202340
Checchi Capital Advisers, LLC 40400.06%0.11%0.22%Q4 2013Q3 202340
Twele Capital Management, Inc. 40400.16%3.32%6.60%Q4 2013Q3 202340
Hudock, Inc. 3640.02%3.74%7.77%Q2 2013Q3 202340
EASTERN BANK 40400.01%1.11%3.43%Q2 2013Q1 202340
Avior Wealth Management, LLC 40400.01%0.24%0.88%Q4 2013Q3 202340
AMERICAN INTERNATIONAL GROUP, INC. 27120.00%0.01%0.06%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.05%0.12%0.50%Q1 2014Q3 202339
FMR LLC 2510.00%0.07%0.30%Q2 2013Q3 202339
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.02%0.05%0.85%Q2 2013Q4 202239
First Horizon Advisors, Inc. 2850.00%0.26%1.47%Q3 2013Q3 202339
Advisory Services Network, LLC 2730.00%0.29%3.59%Q2 2013Q3 202339
Fisher Asset Management, LLC 2610.00%0.19%0.90%Q2 2013Q3 202338
Janney Montgomery Scott LLC 3510.01%0.12%0.88%Q3 2013Q3 202338
Stratos Wealth Partners, LTD. 38380.01%0.14%1.23%Q2 2014Q3 202338
Rehmann Capital Advisory Group 3410.00%0.29%0.96%Q2 2010Q1 202338
CONFLUENCE INVESTMENT MANAGEMENT LLC 38380.20%0.49%0.80%Q2 2013Q3 202238
OPTIMUM INVESTMENT ADVISORS 3260.00%0.10%0.27%Q4 2013Q4 202338
CAPTRUST FINANCIAL ADVISORS 2610.00%0.55%2.82%Q3 2013Q3 202338
Private Advisor Group, LLC 37370.02%0.09%0.32%Q3 2014Q3 202337
Brinker Capital Investments, LLC 3070.00%0.26%0.79%Q2 2013Q4 202237
Litman Gregory Wealth Management LLC 2920.58%2.97%8.02%Q2 2013Q3 202337
MILLENNIUM MANAGEMENT LLC 1220.00%0.01%0.02%Q2 2014Q3 202337
First Heartland Consultants, Inc. 3220.02%1.68%3.94%Q2 2013Q1 202337
Sigma Planning Corp 36360.02%0.32%1.35%Q4 2014Q3 202336
Tortoise Investment Management, LLC 15100.00%0.08%0.37%Q3 2013Q3 202336
Ifrah Financial Services, Inc. 36360.12%1.24%2.70%Q2 2013Q1 202236
Family Firm, Inc. 36360.34%0.65%1.16%Q4 2014Q3 202336
M&T BANK CORP 1510.00%0.01%0.18%Q2 2013Q3 202336
Cambridge Advisors Inc. 36360.17%0.34%0.59%Q4 2014Q3 202336
BlackRock Inc. 36360.00%0.01%0.02%Q4 2014Q3 202336
Simplicity Solutions, LLC 2870.02%0.56%7.04%Q4 2014Q3 202335
Perigon Wealth Management, LLC 3010.02%0.19%0.64%Q3 2011Q3 202335
Sage Advisory Services, Ltd.Co. 1210.02%1.22%4.88%Q2 2013Q3 202335
ARGI Investment Services, LLC 35350.06%2.67%4.16%Q2 2014Q4 202235
FIDUCIARY TRUST CO 1850.01%0.02%0.03%Q2 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 1920.02%0.14%0.41%Q2 2013Q3 202335
WADE G W & INC 35350.30%0.62%1.18%Q1 2015Q3 202335
THRIVENT FINANCIAL FOR LUTHERANS 1940.00%0.03%0.09%Q3 2017Q3 202334
Advisors Preferred, LLC 17170.00%1.88%11.13%Q4 2013Q2 202234
Baird Financial Group, Inc. 34340.01%0.04%0.20%Q2 2015Q3 202334
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 3130.02%0.22%1.67%Q2 2013Q3 202334
CIBC WORLD MARKET INC. 34340.01%0.07%0.44%Q2 2015Q3 202334
Brookstone Capital Management 3110.00%1.00%3.50%Q4 2014Q3 202334
King Wealth Management Group 34340.13%0.27%0.63%Q2 2015Q3 202334
OPPENHEIMER & CO INC 33330.01%0.04%0.12%Q3 2015Q3 202333
WEBSTER BANK, N. A. 2850.01%0.03%0.21%Q4 2014Q3 202333
Peak Asset Management, LLC 2940.05%0.11%0.20%Q4 2014Q2 202333
Alpha Cubed Investments, LLC 33330.10%1.41%3.49%Q3 2015Q3 202333
Patten Group, Inc. 33330.07%0.23%0.44%Q4 2014Q4 202233
ATWOOD & PALMER INC 3020.00%0.03%0.13%Q3 2015Q3 202332
Voya Financial Advisors, Inc. 3110.09%0.48%3.54%Q1 2015Q1 202332
Krilogy Financial LLC 3110.46%2.01%4.04%Q3 2015Q3 202332
1607 Capital Partners, LLC 32320.45%4.89%9.24%Q4 2015Q3 202332
Trust Co 32320.00%0.01%0.02%Q4 2015Q3 202332
FIRST MANHATTAN CO. LLC. 1620.00%0.00%0.00%Q2 2013Q3 202332
IFP Advisors, Inc 17140.13%0.38%1.75%Q4 2015Q3 202331
SCOTIA CAPITAL INC. 31310.02%0.05%0.25%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.20%0.58%1.67%Q1 2016Q3 202331
Winfield Associates, Inc. 31310.01%0.55%1.27%Q3 2014Q1 202231
PICTON MAHONEY ASSET MANAGEMENT 31310.02%0.10%0.25%Q1 2016Q3 202331
CWM, LLC 2210.00%0.08%0.18%Q3 2015Q3 202331
MEEDER ASSET MANAGEMENT INC 2710.00%0.75%4.69%Q4 2014Q3 202331
NewEdge Advisors, LLC 1810.01%0.48%5.00%Q3 2015Q3 202331
EDMOND DE ROTHSCHILD HOLDING S.A. 2560.00%0.52%2.44%Q3 2015Q3 202331
1832 Asset Management L.P. 16150.00%0.03%0.31%Q4 2015Q3 202331
Rafferty Asset Management, LLC 2710.04%0.18%0.82%Q2 2013Q3 202331
SG Americas Securities, LLC 1520.00%0.16%0.91%Q2 2015Q3 202331
TCI Wealth Advisors, Inc. 2510.00%0.01%0.02%Q4 2013Q4 202230
CADINHA & CO LLC 1950.03%0.53%4.41%Q2 2013Q2 202230
EXANE DERIVATIVES 30300.00%0.16%0.39%Q1 2015Q2 202230
First Allied Advisory Services, Inc. 30300.15%0.58%1.13%Q2 2013Q3 202030
Haverford Trust Co 2810.01%0.19%0.33%Q2 2013Q3 202330
CITIZENS FINANCIAL GROUP INC/RI 2820.01%0.25%0.70%Q4 2015Q2 202330
B. Riley Wealth Advisors, Inc. 1110.01%0.09%0.54%Q2 2013Q3 202330
VICUS CAPITAL 2730.02%0.61%2.24%Q2 2015Q3 202330
Lido Advisors, LLC 2730.04%0.19%0.69%Q1 2016Q3 202330
D. SCOTT NEAL, INC. 30300.10%6.74%16.48%Q4 2013Q1 202130
Cambria Investment Management, L.P. 1230.06%0.76%2.60%Q4 2014Q3 202330
NEXT Financial Group, Inc 30300.06%0.34%1.31%Q3 2014Q4 202130
Wealthcare Advisory Partners LLC 30301.38%3.67%8.02%Q2 2016Q3 202330
LifePlan Financial Group, Inc 30300.15%1.55%4.21%Q2 2013Q3 202030
Mirae Asset Global Investments Co., Ltd. 2410.01%0.12%0.60%Q1 2012Q3 202329
REILLY FINANCIAL ADVISORS, LLC 2810.00%0.00%0.02%Q2 2013Q4 202129
ClearBridge Investments 29290.00%0.00%0.00%Q2 2013Q2 202029
AMARILLO NATIONAL BANK 29290.14%0.27%0.44%Q3 2016Q3 202329
WEALTHSOURCE PARTNERS, LLC 18110.02%0.63%2.34%Q1 2016Q3 202329
Betterment LLC 2270.00%0.02%0.06%Q2 2016Q3 202329
MASSMUTUAL TRUST CO FSB/ADV 29290.00%0.02%0.11%Q4 2016Q4 202329
TWIN FOCUS CAPITAL PARTNERS, LLC 29290.06%0.38%0.76%Q4 2015Q4 202229
COLDSTREAM CAPITAL MANAGEMENT INC 1310.03%1.50%4.04%Q2 2014Q3 202329
Clark Capital Management Group, Inc. 1610.00%1.49%11.09%Q3 2013Q1 202329
Relative Value Partners Group, LLC 29290.36%2.10%5.45%Q3 2016Q3 202329
UNITED SERVICES AUTOMOBILE ASSOCIATION 2110.02%0.63%1.37%Q2 2013Q4 202029
D.A. DAVIDSON & CO. 17120.00%0.03%0.08%Q2 2013Q2 202229
FIRST NATIONAL BANK OF OMAHA 29290.09%0.12%0.17%Q3 2016Q3 202329
Mitsubishi UFJ Trust & Banking Corp 29290.01%0.02%0.04%Q3 2016Q3 202329
PEAVINE CAPITAL, LLC 2176.20%30.53%38.46%Q1 2015Q3 202328
Aveo Capital Partners, LLC 28281.19%3.06%10.66%Q4 2016Q3 202328
Biondo Investment Advisors, LLC 2530.06%0.18%0.29%Q2 2013Q3 202328
ETRADE Capital Management LLC 1740.01%0.21%0.82%Q2 2013Q3 202028
EVERGREEN CAPITAL MANAGEMENT LLC 1250.01%0.55%1.42%Q3 2015Q2 202328
WEST PACES ADVISORS INC. 28281.07%4.44%6.87%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.04%0.30%2.07%Q4 2016Q3 202328
LYELL WEALTH MANAGEMENT, LP 28280.09%0.33%0.69%Q4 2016Q3 202328
Allworth Financial LP 2020.00%0.00%0.04%Q1 2016Q3 202328
Allianz Asset Management GmbH 2010.00%0.01%0.08%Q3 2015Q3 202328
Capital Investment Advisory Services, LLC 28280.03%0.66%3.10%Q4 2016Q3 202328
Horizon Investments, LLC 620.00%1.11%4.00%Q3 2013Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.04%Q4 2016Q3 202328
Hilltop Holdings Inc. 1210.03%0.36%1.79%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.48%1.33%Q2 2013Q4 201927
Pinnacle Advisory Group, Inc. 2210.02%4.21%13.74%Q3 2013Q1 202127
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2110.07%1.54%6.65%Q2 2014Q2 202227
Steward Partners Investment Advisory, LLC 27270.00%0.07%0.32%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.23%0.47%0.87%Q4 2016Q3 202327
Kingsview Wealth Management, LLC 1160.00%0.42%0.99%Q1 2017Q3 202327
FormulaFolio Investments, LLC 27270.04%1.32%5.44%Q4 2014Q2 202127
Atlas Brown,Inc. 27270.10%0.45%0.88%Q1 2017Q3 202327
Sandy Spring Bank 1210.00%0.00%0.01%Q2 2013Q3 202327
Cetera Investment Advisers 1910.05%0.16%0.51%Q1 2016Q3 202327
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.01%0.02%Q2 2013Q3 201926
SIGNATUREFD, LLC 1710.00%0.00%0.02%Q2 2013Q3 202326
GenWealth Group, Inc. 26266.71%9.66%12.00%Q2 2017Q3 202326
DEUTSCHE BANK AG\ 1460.00%0.01%0.10%Q3 2013Q3 202326
Snowden Capital Advisors LLC 1120.01%0.08%0.35%Q1 2016Q3 202326
BB&T SECURITIES, LLC 26260.01%0.07%0.39%Q2 2013Q3 201926
Valmark Advisers, Inc. 2420.01%0.01%0.02%Q2 2013Q3 202326
SUNTRUST BANKS INC 26260.00%0.02%0.06%Q2 2013Q3 201926
FOUNDERS FINANCIAL SECURITIES LLC 1040.07%0.36%1.49%Q3 2015Q2 202326
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.62%1.36%2.67%Q2 2017Q3 202326
IndexIQ Advisors LLC 1110.01%0.14%0.34%Q2 2013Q4 202126
MML INVESTORS SERVICES, LLC 26260.08%0.24%0.99%Q2 2017Q3 202326
Prospera Financial Services Inc 1410.01%0.19%0.86%Q2 2013Q3 202325
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 25250.46%1.59%3.30%Q3 2017Q3 202325
Tower Research Capital LLC (TRC) 910.00%0.02%0.07%Q2 2015Q2 202325
Anchor Investment Management, LLC 25250.00%0.10%0.37%Q1 2016Q1 202225
SIGNET FINANCIAL MANAGEMENT, LLC 1150.03%0.26%0.77%Q1 2016Q3 202325
PARK AVENUE SECURITIES LLC 1410.03%1.69%8.17%Q4 2014Q3 202325
Wunderlich Capital Managemnt 1240.12%1.49%3.52%Q1 2014Q3 202325
Oakworth Capital, Inc. 1870.00%0.12%1.61%Q2 2016Q3 202325
LEVEL FOUR ADVISORY SERVICES, LLC 25250.02%0.35%1.14%Q3 2017Q3 202325
Migdal Insurance & Financial Holdings Ltd. 25250.01%0.05%0.13%Q3 2017Q3 202325
First Financial Bank - Trust Division 1720.04%0.32%0.75%Q1 2013Q4 202325
STATE STREET CORP 2210.00%0.01%0.01%Q3 2015Q1 202225
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1930.18%0.56%1.03%Q4 2016Q3 202325
FRANKLIN RESOURCES INC 1810.00%0.00%0.00%Q2 2013Q3 202325
HBK Sorce Advisory LLC 2310.02%0.11%0.39%Q1 2016Q3 202324
Stordahl Capital Management, Inc. 24240.08%0.20%0.85%Q4 2017Q3 202324
Ballew Advisors, Inc 24241.19%2.75%5.12%Q4 2017Q3 202324
Stadion Money Management, LLC 2210.01%0.52%1.94%Q2 2013Q2 202024
Walleye Trading LLC 810.00%0.00%0.01%Q1 2016Q3 202324
FORBES J M & CO LLP 1010.04%0.09%0.17%Q2 2016Q3 202324
Financial Advocates Investment Management 24240.02%0.13%0.40%Q4 2017Q3 202324
Asset Management One Co., Ltd. 24240.04%0.07%0.12%Q4 2016Q3 202224
PATTON ALBERTSON MILLER GROUP, LLC 24240.07%1.23%3.10%Q4 2016Q3 202224
Sound Income Strategies, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.05%Q4 2017Q3 202324
Forefront Analytics, LLC 24240.62%2.88%5.38%Q4 2017Q3 202324
PARTNERS CAPITAL INVESTMENT GROUP, LLP 24240.00%1.08%3.46%Q4 2017Q3 202324
Concorde Asset Management, LLC 1590.25%1.11%5.81%Q4 2014Q4 202024
OneDigital Investment Advisors LLC 1830.00%0.12%0.34%Q1 2018Q3 202324
BOKF, NA 1590.07%0.10%0.12%Q3 2017Q3 202324
Ausdal Financial Partners, Inc. 710.05%0.27%0.57%Q4 2015Q3 202324
Legacy Private Trust Co. 2210.02%0.35%1.54%Q4 2014Q3 202324
STEPHENS INC /AR/ 1530.00%0.03%0.19%Q2 2013Q3 202324
Verdence Capital Advisors LLC 24240.03%0.08%0.16%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.09%0.26%Q4 2017Q3 202324
BEACON FINANCIAL GROUP 1810.05%0.28%1.27%Q4 2014Q3 202324
Columbus Macro, LLC 24240.26%1.28%2.38%Q4 2017Q3 202324
Bray Capital Advisors 23230.01%0.01%0.01%Q1 2018Q3 202323
Banco Santander, S.A. 23230.01%0.06%0.33%Q1 2018Q3 202323
WOLVERINE ASSET MANAGEMENT LLC 1110.00%0.03%0.53%Q2 2013Q3 202323
Capital Asset Advisory Services LLC 1110.01%0.17%0.46%Q2 2016Q3 202323
Deane Retirement Strategies, Inc. 1510.00%9.38%22.54%Q4 2014Q2 202323
Institute for Wealth Management, LLC. 820.02%0.96%4.44%Q2 2013Q2 202323
HOWE & RUSLING INC 1510.00%0.02%0.12%Q2 2013Q4 202223
PRELUDE CAPITAL MANAGEMENT, LLC 1210.01%0.15%0.81%Q2 2017Q3 202323
PRUDENTIAL FINANCIAL INC 2110.00%0.00%0.01%Q3 2016Q3 202323
Sargent Bickham Lagudis LLC 23230.00%0.00%0.01%Q2 2017Q4 202223
Bigelow Investment Advisors, LLC 1670.11%0.18%0.34%Q4 2017Q3 202323
Mariner, LLC 1210.01%0.05%0.16%Q2 2013Q3 202323
Fiera Capital Corp 23230.00%0.00%0.00%Q1 2018Q3 202323
NOTTINGHAM ADVISORS, INC. 1760.09%1.63%3.49%Q4 2014Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.07%0.22%Q1 2018Q3 202323
JD CAPITAL MANAGEMENT LLC 11111.63%11.49%29.13%Q2 2017Q4 201923
Belpointe Asset Management LLC 1810.07%0.45%1.15%Q3 2017Q3 202322
ALERUS FINANCIAL NA 22220.02%0.98%3.53%Q2 2016Q3 202122
COMERICA BANK 710.00%0.01%0.05%Q2 2013Q3 202322
CAPRIN ASSET MANAGEMENT LLC /ADV 2110.02%0.18%0.73%Q4 2015Q4 202222
DAVENPORT & Co LLC 1220.00%0.08%0.22%Q1 2015Q3 202322
BESSEMER GROUP INC 1710.00%0.00%0.03%Q3 2015Q2 202322
GAMBLE JONES INVESTMENT COUNSEL 22220.02%0.80%1.38%Q3 2017Q4 202222
GUGGENHEIM CAPITAL LLC 1930.01%0.21%1.65%Q1 2015Q3 202322
White Pine Investment CO 2111.21%2.23%4.13%Q1 2018Q3 202322
Foundations Investment Advisors, LLC 22220.01%1.72%15.15%Q2 2018Q3 202322
Beaumont Financial Partners, LLC 1620.03%0.39%1.10%Q4 2013Q3 202222
WealthShield Partners, LLC 1750.00%0.47%1.62%Q4 2017Q3 202322
Money Design Co.,Ltd. 22220.99%4.61%8.21%Q3 2017Q4 202222
Slow Capital, Inc. 22220.02%0.54%1.22%Q4 2017Q1 202322
Financial Architects, Inc 620.00%0.09%0.53%Q2 2014Q1 202322
AE Wealth Management LLC 2110.02%0.27%0.94%Q2 2017Q3 202322
IHT Wealth Management, LLC 1750.00%0.06%0.12%Q2 2017Q3 202322
PFG Advisors 1750.04%0.48%1.67%Q4 2017Q3 202322
Robinson Value Management, Ltd. 1210.55%1.50%2.50%Q4 2016Q3 202322
Cardan Capital Partners, LLC 22220.06%2.18%4.31%Q4 2015Q1 202122
HRT FINANCIAL LP 1710.02%0.61%1.79%Q1 2016Q2 202322
BerganKDV Wealth Management, LLC 2110.00%0.01%0.07%Q1 2017Q2 202322
NWAM LLC 12100.02%0.18%0.25%Q1 2018Q3 202322
PATHSTONE FAMILY OFFICE, LLC 1930.00%0.23%2.22%Q4 2016Q3 202322
MATHER GROUP, LLC. 22220.01%1.65%3.61%Q2 2018Q3 202322
Lattice Strategies LLC 22220.18%0.36%0.76%Q3 2013Q4 201822
MADISON INVESTMENT HOLDINGS INC 1920.04%1.89%3.40%Q4 2013Q3 201921
Venturi Wealth Management, LLC 1330.00%0.29%1.54%Q4 2015Q3 202321
Sowell Financial Services LLC 1010.04%0.32%1.48%Q4 2016Q2 202321
NBT BANK N A /NY 1920.02%0.07%0.12%Q2 2013Q3 202321
Gradient Investments LLC 1710.00%0.04%0.40%Q2 2017Q3 202321
Midwest Professional Planners, LTD. 1510.08%0.81%2.19%Q4 2017Q3 202321
Regal Investment Advisors LLC 1610.01%0.14%0.77%Q2 2013Q2 202321
SADOFF INVESTMENT MANAGEMENT LLC 21210.02%0.04%0.06%Q3 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.19%0.85%Q3 2018Q3 202321
Bellecapital International Ltd. 21210.11%0.20%0.39%Q3 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 1410.00%0.10%0.26%Q4 2016Q3 202321
Chesley Taft & Associates LLC 1830.02%0.15%0.39%Q2 2013Q3 202321
NewSquare Capital LLC 1610.00%0.81%3.00%Q2 2014Q4 202221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1920.00%0.02%0.12%Q4 2015Q3 202221
3EDGE Asset Management, LP 1560.08%4.54%9.61%Q4 2016Q3 202321
Proficio Capital Partners LLC 1710.00%0.43%2.17%Q4 2016Q2 202321
WEDBUSH SECURITIES INC 910.01%0.07%0.24%Q4 2014Q3 202221
LEUTHOLD GROUP, LLC 810.03%0.37%0.67%Q3 2015Q3 202321
Integrated Wealth Concepts LLC 1810.04%0.49%2.73%Q4 2017Q3 202320
TWO SIGMA SECURITIES, LLC 510.00%0.07%0.67%Q1 2016Q3 202320
One Day In July LLC 20205.07%8.63%13.18%Q4 2018Q3 202320
Empirical Finance, LLC 1460.15%1.16%2.29%Q4 2016Q4 202120
Bangor Savings Bank 1550.02%0.86%1.88%Q4 2016Q3 202320
HL FINANCIAL SERVICES LLC 1820.03%0.08%0.27%Q2 2013Q2 201820
Archer Investment Corp 20200.00%0.01%0.01%Q4 2018Q3 202320
LVW Advisors, LLC 1730.05%0.42%4.75%Q4 2016Q3 202220
BARINGS LLC 20200.05%0.71%2.00%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
Cornerstone Management, Inc. 1460.01%0.46%1.15%Q4 2014Q1 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.12%0.23%0.44%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.25%1.11%2.44%Q4 2018Q3 202320
People's United Financial, Inc. 1220.00%0.01%0.03%Q3 2013Q4 202120
Vantage Investment Advisors, LLC 20200.01%0.04%0.07%Q4 2013Q3 201820
Keel Point, LLC 20200.24%1.28%3.66%Q4 2018Q3 202320
ST GERMAIN D J CO INC 1730.01%0.02%0.04%Q3 2018Q4 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.00%0.13%0.97%Q1 2016Q4 202020
CREATIVE FINANCIAL DESIGNS INC /ADV 1460.00%0.02%0.06%Q4 2016Q3 202320
PACIFIC FINANCIAL GROUP INC 1710.06%0.56%1.61%Q3 2015Q3 202320
COLONY GROUP LLC 1110.00%0.18%1.00%Q3 2013Q3 202320
Fragasso Group Inc. 20200.03%1.10%5.87%Q4 2017Q3 202220
PineBridge Investments, L.P. 1190.01%0.03%0.10%Q2 2013Q4 201820
Bogart Wealth, LLC 20200.00%0.15%1.91%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.01%0.64%1.53%Q1 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.03%0.05%Q4 2018Q3 202320
Capital Analysts, LLC 1710.00%0.73%1.96%Q3 2016Q3 202320
HM PAYSON & CO 1110.00%0.05%0.11%Q2 2014Q3 202320
Ally Invest Advisors Inc. 20208.18%9.72%10.77%Q4 2018Q3 202320
PROTECTIVE LIFE CORP 20201.58%2.18%2.46%Q3 2018Q2 202320
PFS INVESTMENTS INC. 1910.06%0.85%2.80%Q4 2017Q2 202320
Windhaven Investment Management, Inc. 20200.92%3.69%8.07%Q2 2013Q1 201820
Vision Capital Management, Inc. 1460.36%0.56%0.89%Q1 2018Q3 202320
WealthOne, LLC 20200.14%0.70%2.28%Q4 2018Q3 202320
Huntington Steele LLC 20200.09%0.16%0.22%Q2 2013Q1 201820
American Portfolios Advisors 20200.00%0.21%1.43%Q4 2017Q3 202220
CEDAR CAPITAL, LLC 1610.10%8.44%24.46%Q4 2015Q3 202120
Wellesley Investment Partners, LLC 20203.69%6.21%10.90%Q4 2015Q3 202020
Insight Wealth Strategies, LLC 1720.04%2.32%7.92%Q4 2018Q3 202319
AllSquare Wealth Management LLC 1090.07%0.13%0.19%Q4 2014Q3 201919
Argent Trust Co 1130.02%0.15%0.53%Q4 2014Q3 202219
Bremer Bank National Association 19190.04%0.06%0.08%Q1 2019Q3 202319
Lowe Wealth Advisors, LLC 19190.01%2.95%4.42%Q4 2015Q2 202019
TSFG, LLC 19190.00%0.07%0.30%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.03%0.11%Q1 2019Q3 202319
Invst, LLC 19190.72%2.36%10.99%Q1 2019Q3 202319
Virtue Capital Management, LLC 1510.06%1.48%5.72%Q4 2017Q3 202319
Archford Capital Strategies, LLC 1360.00%0.01%0.04%Q1 2014Q2 201919
American Financial Advisors, LLC 19190.08%0.64%2.71%Q1 2019Q3 202319
GREENLEAF TRUST 19190.00%0.01%0.02%Q1 2019Q3 202319
TELEMUS CAPITAL, LLC 840.04%0.31%0.74%Q1 2016Q3 202319
St. James Investment Company, LLC 19190.03%0.25%0.52%Q1 2018Q3 202219
B. Riley Wealth Management, Inc. 810.00%0.09%0.38%Q1 2014Q2 202219
Aptus Capital Advisors, LLC 1810.00%0.61%11.51%Q4 2018Q3 202319
Visionary Asset Management, Inc. 810.07%2.50%12.46%Q2 2013Q4 201819
WealthTrust-Arizona, LLC 19190.05%0.51%1.27%Q2 2013Q4 201719
JANUS HENDERSON GROUP PLC 19190.00%0.00%0.00%Q2 2017Q4 202119
FIRST INTERSTATE BANK 18180.01%0.11%0.26%Q3 2015Q4 201918
Trek Financial, LLC 1440.02%2.07%26.21%Q4 2018Q3 202318
ASHFORD CAPITAL MANAGEMENT INC 710.05%0.64%1.22%Q1 2014Q3 202318
Exchange Capital Management, Inc. 1110.00%0.23%0.70%Q2 2013Q3 202318
CX Institutional 1110.00%0.19%0.68%Q3 2018Q3 202318
HighVista Strategies LLC 18180.03%0.05%0.06%Q2 2013Q3 201718
Westside Investment Management, Inc. 1510.00%0.03%0.15%Q3 2018Q3 202318
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1710.00%0.10%0.74%Q3 2018Q3 202318
FAS Wealth Partners, Inc. 18180.00%1.30%5.46%Q1 2019Q2 202318
Cranbrook Wealth Management, LLC 1710.02%0.03%0.08%Q4 2013Q3 202318
CreativeOne Wealth, LLC 18180.02%0.06%0.13%Q2 2019Q3 202318
BOSTON ADVISORS LLC 18180.01%0.04%0.23%Q2 2013Q3 201718
Trilogy Capital Inc. 18180.70%1.28%2.54%Q4 2017Q1 202218
Wolf Group Capital Advisors 18180.74%1.22%1.73%Q2 2018Q3 202218
PATTON FUND MANAGEMENT, INC. 18186.60%10.60%14.15%Q2 2019Q3 202318
Tidal Investments LLC 18180.01%0.57%1.95%Q4 2018Q1 202318
TRUST CO OF VERMONT 1510.00%0.00%0.00%Q4 2015Q3 202218
SUMMIT FINANCIAL GROUP, INC. 18180.11%0.20%0.32%Q2 2019Q3 202318
SevenBridge Financial Group, LLC 1310.01%0.21%1.06%Q2 2016Q3 202318
IPG Investment Advisors LLC 1010.21%0.83%3.12%Q2 2017Q3 202318
Jefferies Group LLC 410.00%0.10%0.54%Q4 2013Q1 202218
RWA WEALTH PARTNERS, LLC 1710.02%0.10%0.69%Q3 2018Q1 202318
Almanack Investment Partners, LLC. 1080.03%0.40%1.20%Q1 2019Q3 202318
Diligent Investors, LLC 18180.10%0.16%0.25%Q2 2019Q3 202318
Rice Partnership, LLC 18180.00%0.02%0.06%Q2 2019Q3 202318
KORNITZER CAPITAL MANAGEMENT INC /KS 18180.02%0.02%0.02%Q2 2019Q3 202318
RATIONAL ADVISORS LLC 1620.00%1.04%7.36%Q2 2017Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.08%0.17%Q2 2013Q3 201718
Newfound Research LLC 18180.00%0.00%0.01%Q4 2015Q1 202018
CITY HOLDING CO 1260.00%0.01%0.01%Q1 2016Q3 202018
ALTFEST L J & CO INC 1080.06%1.57%6.46%Q1 2019Q3 202318
Community Bank, N.A. 1710.08%0.13%0.21%Q4 2015Q3 202318
ALLIANCEBERNSTEIN L.P. 1010.00%0.03%0.10%Q1 2014Q3 202318
LINCOLN NATIONAL CORP 1710.01%0.13%0.20%Q4 2018Q3 202318
BAR HARBOR TRUST SERVICES 1110.00%0.22%0.55%Q4 2014Q2 202218
Hilton Capital Management, LLC 840.00%2.32%10.36%Q4 2015Q1 202318
NVWM, LLC 1110.01%1.55%2.96%Q4 2017Q3 202317
Vestmark Advisory Solutions, Inc. 1430.09%0.17%0.54%Q1 2019Q2 202317
AVANTAX ADVISORY SERVICES, INC. 17170.01%0.05%0.13%Q3 2019Q3 202317
Prestige Wealth Management Group LLC 17170.01%1.86%15.99%Q3 2019Q3 202317
Arrow Investment Advisors, LLC 1524.62%7.29%12.22%Q2 2013Q2 202017
Csenge Advisory Group 1510.00%0.55%2.24%Q3 2018Q3 202317
Crescent Grove Advisors, LLC 17170.03%0.14%0.64%Q3 2019Q3 202317
HCR Wealth Advisors 1160.10%0.34%0.93%Q4 2018Q3 202317
FARMERS & MERCHANTS INVESTMENTS INC 1510.00%0.00%0.00%Q2 2013Q3 202317
Mutual Advisors, LLC 1430.02%1.14%4.24%Q2 2019Q3 202317
Jacobi Capital Management LLC 17170.03%0.20%1.55%Q1 2019Q1 202317
TFG Advisers LLC 17170.14%0.23%0.36%Q4 2018Q4 202217
LAZARD ASSET MANAGEMENT LLC 1110.00%0.01%0.02%Q2 2013Q3 202317
Ancora Advisors LLC 1610.00%0.08%0.22%Q3 2018Q3 202317
Shamrock Asset Management LLC 1010.01%0.39%1.19%Q3 2013Q2 201917
NATIONAL PLANNING CORP 1430.02%0.21%1.30%Q2 2013Q4 201717
EAGLE GLOBAL ADVISORS LLC 17170.05%0.09%0.22%Q3 2019Q3 202317
SFMG, LLC 910.04%0.27%0.56%Q1 2015Q4 202017
FULTON BREAKEFIELD BROENNIMAN LLC 17170.57%1.13%1.89%Q3 2019Q3 202317
WINTRUST INVESTMENTS LLC 720.04%1.15%18.12%Q2 2016Q1 202317
PINNACLE FINANCIAL PARTNERS INC 1430.01%0.22%0.65%Q4 2018Q3 202317
JUNCTURE WEALTH STRATEGIES, LLC 1520.17%2.88%4.77%Q4 2014Q4 201917
WFG Advisors, LP 17170.00%0.05%0.13%Q2 2013Q2 201717
Virtu Financial LLC 910.02%0.11%0.34%Q2 2013Q4 201917
Biltmore Wealth Management, LLC 941.01%2.85%4.75%Q4 2014Q3 202317
GeoWealth Management, LLC 17170.02%0.21%1.18%Q3 2019Q3 202317
SRS Capital Advisors, Inc. 1030.00%0.61%5.70%Q4 2016Q3 202317
Miracle Mile Advisors, LLC 17170.04%1.38%4.71%Q2 2019Q2 202317
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.00%0.02%0.08%Q2 2017Q3 202317
NATIXIS ADVISORS, L.P. 710.01%0.05%0.13%Q2 2013Q3 202217
Carroll Financial Associates, Inc. 1310.00%0.04%0.43%Q4 2014Q4 202117
Lindbrook Capital, LLC 1250.00%0.01%0.02%Q1 2019Q3 202317
ProVise Management Group, LLC 510.02%0.04%0.14%Q3 2015Q3 202316
Darwin Wealth Management, LLC 1510.03%0.13%0.29%Q4 2017Q1 202316
SIMPLEX TRADING, LLC 410.00%0.02%0.08%Q2 2015Q2 202216
NWK Group, Inc. 16160.04%0.07%0.13%Q4 2019Q3 202316
Brouwer & Janachowski, LLC 1510.01%14.18%21.12%Q2 2015Q3 202116
TRUIST FINANCIAL CORP 16160.04%0.15%0.64%Q4 2019Q3 202316
SVB WEALTH LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.06%0.30%0.52%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.07%0.16%0.27%Q4 2019Q3 202316
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 610.03%0.21%0.51%Q1 2017Q3 202316
NORTHWEST WEALTH MANAGEMENT, LLC 1150.00%0.16%0.43%Q1 2018Q3 202316
Gunma Bank,Ltd. 161617.10%19.36%27.95%Q2 2013Q1 201716
Jaffetilchin Investment Partners, LLC 610.02%0.66%1.61%Q1 2015Q4 202216
SPRENG CAPITAL MANAGEMENT, INC. 16163.24%4.32%6.70%Q4 2019Q3 202316
Vanguard Capital Wealth Advisors 920.38%0.64%1.16%Q1 2018Q3 202316
Perkins Coie Trust Co 16160.01%0.01%0.02%Q2 2015Q1 201916
Stonebridge Capital Advisors LLC 1150.00%0.01%0.01%Q2 2019Q3 202316
Pacifica Partners Inc. 16160.00%0.22%0.61%Q1 2020Q4 202316
OPPENHEIMER ASSET MANAGEMENT INC. 1310.00%0.04%0.12%Q1 2017Q2 202116
United Asset Strategies, Inc. 1510.05%0.25%0.50%Q2 2019Q3 202316
Braun-Bostich & Associates Inc. 720.03%3.38%12.90%Q4 2017Q2 202216
STRATEGY ASSET MANAGERS LLC 16160.09%0.16%0.29%Q4 2019Q3 202316
Independent Family Office, LLC 16160.08%0.53%1.38%Q4 2019Q3 202316
Winslow, Evans & Crocker, Inc. 1510.00%0.01%0.08%Q4 2013Q4 202016
CENTRAL TRUST Co 1410.00%0.00%0.00%Q2 2015Q1 202316
NOMURA HOLDINGS INC 610.00%0.05%0.39%Q4 2013Q4 201916
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.05%0.11%Q4 2019Q3 202316
PRUDENTIAL PLC 610.00%0.04%0.26%Q2 2013Q3 202316
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1330.01%0.69%3.38%Q4 2014Q4 201816
Avalon Advisory Group 161632.61%35.37%39.86%Q4 2019Q3 202316
Values First Advisors, Inc. 16160.00%0.76%2.00%Q4 2019Q3 202316
OLD MISSION CAPITAL LLC 510.02%0.42%1.78%Q2 2017Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.01%0.02%Q4 2019Q3 202316
Psagot Value Holdings Ltd. 1510.00%0.01%0.05%Q2 2013Q4 201916
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Rain Capital Management, LLC 1153.14%13.43%29.04%Q3 2019Q3 202316
BOYS ARNOLD & CO INC 16160.16%0.34%0.44%Q2 2016Q1 202016
Kistler-Tiffany Companies, LLC 910.01%0.02%0.17%Q3 2013Q2 202316
CSS LLC/IL 950.01%0.07%0.22%Q1 2018Q2 202315
EATON VANCE MANAGEMENT 15150.00%0.01%0.03%Q1 2019Q3 202215
GM Advisory Group, LLC 15151.59%6.51%11.70%Q3 2018Q1 202215
J. W. Coons Advisors, LLC 15150.35%0.45%0.63%Q1 2020Q3 202315
Virtu KCG Holdings LLC 1140.01%0.16%0.93%Q3 2013Q2 201715
HC Advisors, LLC 1412.24%4.52%13.86%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.07%0.19%0.48%Q1 2020Q3 202315
Advisor Group, Inc. 15150.10%0.35%0.88%Q2 2016Q4 201915
MSI Financial Services Inc 15150.01%0.20%1.23%Q2 2013Q4 201615
Frontier Wealth Management LLC 1010.02%0.53%4.91%Q4 2014Q2 202215
Charles Schwab Investment Advisory, Inc. 740.00%0.25%1.36%Q2 2016Q3 202315
USA FINANCIAL FORMULAS 410.01%0.57%1.68%Q2 2015Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.53%1.19%2.09%Q1 2020Q3 202315
HARVEST GROUP WEALTH MANAGEMENT, LLC 1320.00%1.83%9.29%Q4 2017Q2 202215
Rampart Investment Management Company, LLC 510.01%0.04%0.15%Q4 2014Q1 202015
Faithward Advisors, LLC 1140.18%4.11%12.71%Q4 2019Q3 202315
Wealthspire Advisors, L.P. 1410.00%0.01%0.02%Q4 2015Q3 202015
Pinnacle Bancorp, Inc. 15150.01%0.03%0.06%Q1 2020Q3 202315
J.W. COLE ADVISORS, INC. 870.02%0.34%2.82%Q4 2019Q3 202315
Crewe Advisors LLC 1320.00%0.00%0.02%Q4 2017Q4 202215
Choate Investment Advisors 15150.04%2.68%10.36%Q1 2020Q3 202315
FLC Capital Advisors 15150.06%0.26%0.86%Q4 2018Q2 202215
Quantitative Advantage, LLC 1410.40%1.88%2.75%Q3 2013Q4 201715
BlackRock Japan Co. Ltd 15150.00%0.00%0.00%Q2 2013Q4 201615
Destination Wealth Management 810.00%0.02%0.09%Q2 2015Q3 202215
Equitable Holdings, Inc. 15150.00%0.02%0.14%Q1 2020Q3 202315
Aspire Private Capital, LLC 1410.00%0.13%1.02%Q2 2019Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
ANCHOR CAPITAL ADVISORS LLC 15150.26%0.39%0.55%Q1 2020Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
EXENCIAL WEALTH ADVISORS, LLC 810.01%0.21%0.55%Q1 2013Q3 202314
VICTORY CAPITAL MANAGEMENT INC 1220.02%0.07%0.24%Q3 2019Q3 202314
BADGLEY PHELPS & BELL INC 14140.31%0.66%1.65%Q3 2017Q4 202014
Strategic Wealth Partners, Ltd. 1220.00%1.01%3.37%Q2 2019Q1 202314
WestEnd Advisors, LLC 920.00%0.14%0.96%Q1 2016Q3 202314
Prime Capital Investment Advisors, LLC 860.02%0.45%3.05%Q2 2019Q3 202314
SimpliFi, Inc. 14140.19%0.30%0.55%Q2 2020Q3 202314
SCS Capital Management LLC 14140.01%3.71%22.66%Q2 2019Q3 202214
Saba Capital Management, L.P. 550.03%6.15%11.49%Q4 2017Q4 201814
NAVELLIER & ASSOCIATES INC 510.03%2.55%20.85%Q4 2012Q2 202314
CWA Asset Management Group, LLC 860.02%0.18%0.58%Q1 2020Q3 202314
Koshinski Asset Management, Inc. 1220.04%0.07%0.15%Q1 2020Q3 202314
Boltwood Capital Management 14140.17%0.84%1.47%Q3 2020Q4 202314
CATALYST PRIVATE WEALTH, LLC 14140.31%0.76%1.75%Q3 2020Q4 202314
Retirement Group, LLC 910.01%0.03%0.28%Q4 2019Q3 202314
TOWNSQUARE CAPITAL LLC 950.03%0.30%0.60%Q3 2019Q3 202314
Laffer Tengler Investments, Inc. 14140.00%0.01%0.02%Q2 2013Q3 201614
UBS AG 660.00%0.04%0.14%Q2 2013Q3 201414
FORTE CAPITAL LLC /ADV 14140.07%0.17%0.22%Q3 2014Q4 201714
WASHINGTON TRUST BANK 510.00%0.01%0.04%Q2 2013Q4 202014
Madison Asset Management, LLC 910.01%0.30%1.40%Q4 2019Q3 202314
Weaver Consulting Group 14140.11%0.83%2.18%Q1 2019Q2 202214
Ameritas Investment Partners, Inc. 1040.00%0.00%0.00%Q4 2014Q4 202114
Weatherstone Capital Management 810.20%4.53%18.80%Q2 2014Q1 201814
NatWest Group plc 14140.01%0.12%0.38%Q3 2013Q4 201614
STABLEFORD CAPITAL II LLC 1313.57%8.62%16.26%Q4 2018Q2 202214
Wealth Quarterback LLC 610.23%1.94%8.19%Q1 1987Q3 202314
BANQUE PICTET & CIE SA 610.01%0.08%0.23%Q1 2015Q3 202314
CENTAURUS FINANCIAL, INC. 1210.01%0.16%0.45%Q2 2018Q2 202314
GRAYBILL WEALTH MANAGEMENT, LTD. 14141.72%2.23%3.10%Q2 2020Q3 202314
DUBUQUE BANK & TRUST CO 1210.02%0.04%0.17%Q2 2013Q3 202314
Aprio Wealth Management, LLC 950.14%0.42%1.30%Q4 2019Q2 202314
Kingfisher Capital LLC 14140.56%1.06%2.67%Q4 2016Q1 202014
Connecticut Wealth Management, LLC 14140.11%0.33%0.53%Q2 2019Q3 202214
Bach Option Ltd 770.33%0.48%0.59%Q2 2018Q4 201914
Members Trust Co 510.01%1.44%9.24%Q2 2016Q3 202314
FLOW TRADERS U.S. LLC 410.03%0.48%1.91%Q3 2016Q2 202314
Newbridge Financial Services Group, Inc. 13130.01%0.04%0.25%Q3 2020Q3 202313
Innova Wealth Partners 12120.02%6.67%15.75%Q4 2020Q3 202313
Sculptor Capital LP 770.05%0.22%0.36%Q1 2018Q3 201913
Mosaic Family Wealth, LLC 13130.00%0.09%0.20%Q4 2015Q4 201813
Kestra Advisory Services, LLC 13130.08%0.12%0.23%Q3 2020Q3 202313
Lombard Odier Asset Management (USA) Corp 540.04%1.58%7.58%Q2 2021Q3 202313
Beacon Wealthcare, Inc 131330.45%34.21%40.12%Q4 2017Q4 202013
Estate Counselors, LLC 810.94%1.49%2.17%Q1 2016Q3 202213
Argentus Capital Management, LLC 850.13%1.15%3.95%Q2 2013Q3 201613
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.06%0.32%0.69%Q3 2020Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1030.01%0.08%0.32%Q2 2018Q3 202313
O'Dell Group, LLC 1110.00%3.76%9.96%Q3 2019Q2 202313
Barrington Strategic Wealth Management Group LLC 1210.32%2.01%4.62%Q2 2013Q3 201713
Blue Sky Asset Management, LLC 621.17%8.48%41.88%Q1 2017Q4 202013
TRANSCEND CAPITAL ADVISORS, LLC 13130.03%0.28%0.51%Q3 2020Q3 202313
BOOTHBAY FUND MANAGEMENT, LLC 920.01%0.05%0.23%Q4 2020Q3 202313
JFS WEALTH ADVISORS, LLC 810.00%0.01%0.01%Q2 2014Q3 202313
WHITTIER TRUST CO 720.00%0.00%0.01%Q1 2016Q4 202113
Founders Financial Alliance, LLC 13130.00%0.02%0.08%Q3 2020Q3 202313
BOENNING & SCATTERGOOD, INC. 13130.04%0.06%0.10%Q4 2019Q4 202213
CONTINENTAL ADVISORS LLC 930.94%2.75%5.15%Q2 2013Q1 201713
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13131.63%3.59%8.34%Q2 2013Q2 201613
Vectors Research Management, LLC 13130.00%0.16%0.31%Q4 2019Q4 202213
Barber Financial Group, Inc. 13130.05%2.56%8.91%Q1 2020Q1 202313
SEI INVESTMENTS CO 710.00%0.00%0.00%Q4 2014Q2 201813
Vigilant Capital Management, LLC 710.00%0.01%0.02%Q2 2013Q1 202213
EisnerAmper Wealth Management Corporate Benefits, LLC 610.20%0.73%1.60%Q1 2018Q4 202313
MGO ONE SEVEN LLC 510.01%0.08%0.22%Q4 2017Q3 202313
BFSG, LLC 13130.63%1.24%2.45%Q3 2019Q3 202213
Lyons Wealth Management, LLC. 910.31%5.99%19.14%Q2 2014Q4 201913
Financial Advisory Group 1111.04%10.51%14.01%Q1 2016Q3 202313
Independent Portfolio Consultants, Inc. 13130.01%0.30%1.15%Q2 2014Q2 201713
Prism Advisors, Inc. 13130.09%0.11%0.13%Q3 2020Q3 202313
Stratos Wealth Advisors, LLC 13130.00%0.19%0.59%Q1 2020Q1 202313
VSR Financial Services, Inc. 13130.24%0.47%0.95%Q2 2013Q2 201613
Dynamic Advisor Solutions LLC 850.02%0.11%0.36%Q1 2020Q3 202313
Verition Fund Management LLC 910.00%0.16%0.52%Q2 2013Q3 202213
Guidant Wealth Advisors 13130.01%0.03%0.06%Q3 2016Q3 201913
Mount Lucas Management LP 520.07%3.26%12.77%Q1 2016Q4 202113
Lenox Wealth Management, Inc. 13130.00%0.10%1.20%Q2 2017Q2 202013
Johnson Financial Group, Inc. 1120.00%1.73%6.65%Q2 2016Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.18%0.45%1.41%Q2 2013Q2 201613
MARSHALL WACE, LLP 410.00%0.01%0.04%Q4 2020Q3 202313
Mizuho Trust & Banking Co., Ltd. 810.05%4.87%17.53%Q4 2014Q4 201913
CI INVESTMENTS INC. 1030.02%0.19%0.57%Q3 2016Q3 202213
Truvestments Capital LLC 12120.01%0.17%0.44%Q3 2020Q2 202312
Horan Securities, Inc. 840.42%0.58%0.67%Q3 2020Q3 202312
MASON STREET ADVISORS, LLC 12120.04%0.14%0.22%Q1 2014Q4 201612
NorthCoast Asset Management LLC 12120.03%0.48%1.00%Q4 2018Q3 202112
4J Wealth Management LLC 12120.48%0.55%0.71%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12125.80%8.11%10.78%Q4 2020Q3 202312
Beacon Wealthcare LLC 121219.29%27.73%32.50%Q1 2021Q4 202312
SOA Wealth Advisors, LLC. 12120.02%0.02%0.03%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12121.04%1.17%1.30%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 1110.00%0.01%0.04%Q4 2019Q3 202312
Risk Paradigm Group, LLC 1110.96%3.47%10.03%Q1 2015Q1 201812
DRW Securities, LLC 810.03%0.19%0.81%Q2 2013Q4 201912
Renasant Bank 12120.26%0.33%0.41%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
Orion Portfolio Solutions, LLC 660.02%0.08%0.32%Q4 2019Q3 202312
Seascape Capital Management 12120.92%2.32%6.20%Q4 2019Q3 202212
WHITTIER TRUST CO OF NEVADA INC 410.00%0.00%0.01%Q4 2016Q3 202312
M Holdings Securities, Inc. 620.07%0.85%1.36%Q2 2017Q4 202212
Moloney Securities Asset Management, LLC 750.08%1.33%8.47%Q4 2016Q2 202312
RFG Advisory, LLC 820.01%0.07%0.15%Q2 2018Q2 202312
Windham Capital Management, LLC 930.05%7.13%41.98%Q1 2020Q1 202312
INNEALTA CAPITAL, LLC 12120.31%3.30%8.49%Q2 2019Q1 202212
Nationwide Fund Advisors 12123.02%20.74%26.82%Q4 2020Q3 202312
Israel Discount Bank of New York 910.01%1.92%3.36%Q4 2018Q3 202312
NORTHERN TRUST CORP 660.00%0.00%0.00%Q2 2018Q2 202112
SkyOak Wealth, LLC 750.08%0.63%1.38%Q2 2020Q3 202312
KANALY TRUST CO 1020.01%0.02%0.07%Q2 2013Q4 201612
Clearstead Advisors, LLC 1110.00%0.65%1.88%Q2 2019Q3 202312
Capital Advisors, Ltd. LLC 840.00%0.01%0.01%Q4 2015Q2 201912
Crabel Capital Management, LLC 530.25%1.33%3.31%Q2 2020Q3 202312
Leelyn Smith, LLC 12120.00%0.01%0.01%Q1 2020Q4 202212
BOSTON FINANCIAL MANGEMENT LLC 750.04%0.32%0.70%Q2 2016Q3 202312
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 630.00%0.12%0.38%Q4 2016Q3 202312
Renaissance Technologies 310.00%0.01%0.03%Q4 2017Q3 202212
SVA Wealth Management, LLC 1110.27%6.37%12.82%Q4 2017Q4 202012
HHM Wealth Advisors, LLC 930.00%0.01%0.01%Q1 2020Q3 202312
Palisade Asset Management, LLC 930.02%0.03%0.05%Q4 2017Q3 202312
Dorsey & Whitney Trust CO LLC 610.06%0.20%0.43%Q3 2016Q4 202211
CAMBRIDGE TRUST CO 11110.66%1.19%2.56%Q1 2021Q3 202311
BAR HARBOR WEALTH MANAGEMENT 410.02%0.03%0.04%Q3 2016Q3 202311
Twin Tree Management, LP 11110.01%0.04%0.07%Q1 2020Q3 202211
Savior LLC 650.00%0.55%2.36%Q1 2020Q3 202311
MOULTON WEALTH MANAGEMENT, INC 740.98%13.08%35.13%Q1 2020Q3 202311
Berman Capital Advisors, LLC 11110.03%0.05%0.07%Q1 2019Q3 202111
INTEGRAL DERIVATIVES, LLC 320.02%0.04%0.11%Q1 2015Q1 201811
Icon Wealth Partners, LLC 310.00%0.09%0.29%Q4 2017Q3 202311
BRAVE ASSET MANAGEMENT INC 910.01%0.03%0.05%Q3 2014Q4 201711
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.02%0.35%0.93%Q1 2019Q3 202111
PRIVATE TRUST CO NA 620.00%0.04%0.10%Q1 2013Q3 202311
PINNACLE ASSOCIATES LTD 11110.01%0.04%0.12%Q1 2021Q3 202311
Carmichael Hill & Associates, Inc. 11110.00%0.02%0.05%Q4 2019Q2 202211
FIFTH THIRD SECURITIES, INC. 610.25%1.03%2.20%Q4 2017Q3 202311
Ridgewood Investments LLC 11110.20%0.26%0.31%Q1 2021Q3 202311
Polaris Wealth Advisory Group, LLC 510.00%2.86%5.13%Q3 2018Q3 202311
Bison Wealth, LLC 11110.00%0.05%0.21%Q4 2019Q2 202211
Narus Financial Partners, LLC 740.12%0.73%1.15%Q4 2016Q3 202311
Carnegie Capital Asset Management, LLC 650.03%0.09%0.17%Q3 2015Q1 202011
Hexagon Capital Partners LLC 11110.00%0.14%0.47%Q1 2021Q3 202311
Global Wealth Management Investment Advisory, Inc. 920.00%0.00%0.00%Q1 2019Q2 202211
WRAPMANAGER INC 740.08%1.98%3.74%Q3 2012Q4 201711
High Falls Advisors, Inc 410.03%0.69%5.88%Q4 2015Q3 202311
Cerity Partners LLC 740.00%0.18%0.45%Q4 2020Q3 202311
CT Financial Advisors LLC 1010.06%0.28%0.49%Q1 2014Q1 201711
Main Street Financial Solutions, LLC 650.12%0.36%0.84%Q4 2020Q3 202311
Pensionmark Financial Group, LLC 830.05%0.43%0.82%Q1 2020Q3 202311
Ciovacco Capital Management LLC 11110.23%2.05%6.91%Q4 2020Q2 202311
American Institute for Advanced Investment Management, LLP 11110.19%1.41%3.07%Q4 2019Q2 202211
MA Private Wealth 11110.23%0.34%0.50%Q4 2018Q2 202111
Ken Stern & Associates, Inc. 11114.12%5.06%7.70%Q1 2016Q3 201811
Spire Wealth Management 11110.02%0.23%0.46%Q1 2021Q3 202311
VIEWPOINT INVESTMENT PARTNERS CORP 1010.22%0.44%1.07%Q4 2018Q3 202111
V Wealth Advisors LLC 830.07%0.21%0.32%Q1 2017Q4 202011
Cornerstone Wealth Management, LLC 810.08%0.23%0.54%Q1 2016Q3 201911
Royal Fund Management, LLC 510.00%0.53%1.71%Q1 2017Q3 202211
Klingman & Associates, LLC 11110.06%0.10%0.14%Q4 2014Q2 201711
Avidian Wealth Solutions, LLC 830.02%0.08%0.38%Q2 2020Q3 202311
Tiller Private Wealth, Inc. 11110.14%0.23%0.48%Q1 2018Q3 202011
SevenOneSeven Capital Management 11113.05%3.58%5.84%Q1 2021Q3 202311
Argent Advisors, Inc. 11110.10%0.39%0.55%Q3 2020Q1 202311
Robertson Stephens Wealth Management, LLC 11110.05%0.13%0.25%Q4 2020Q2 202311
Calamos Wealth Management LLC 610.03%0.06%0.11%Q3 2015Q1 202211
Kovack Advisors, Inc. 910.02%0.06%0.19%Q1 2016Q3 202311
PEAPACK GLADSTONE FINANCIAL CORP 620.01%0.02%0.03%Q2 2016Q1 202311
BENJAMIN EDWARDS INC 710.04%0.49%1.52%Q3 2019Q4 202211
Noven Financial Group, Inc. 810.16%6.63%20.16%Q3 2015Q1 202011
CABANA LLC 510.02%3.17%14.61%Q4 2017Q2 202110
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 910.08%1.07%1.37%Q1 2016Q4 201810
SHEETS SMITH WEALTH MANAGEMENT 510.04%0.23%0.35%Q2 2017Q1 202110
ALESCO ADVISORS LLC 820.02%0.07%0.24%Q2 2013Q2 202110
Strategic Point Investment Advisors, LLC 640.04%2.19%5.74%Q1 2020Q3 202310
WBI INVESTMENTS, LLC 510.24%1.44%2.93%Q1 2015Q3 201910
Plante Moran Financial Advisors, LLC 410.00%0.02%0.09%Q4 2014Q3 202310
Barrett Asset Management, LLC 10100.00%0.00%0.00%Q1 2016Q2 201810
Day & Ennis, LLC 730.09%0.54%1.48%Q1 2017Q1 202110
Pension Partners, LLC 4112.91%24.93%29.25%Q1 2014Q1 201810
FineMark National Bank & Trust 410.00%0.05%0.23%Q2 2013Q4 201910
Simply Money Advisors 820.00%0.77%6.18%Q2 2013Q1 201810
Executive Wealth Management, LLC 730.00%0.47%0.80%Q4 2018Q3 202310
Knowledge Leaders Capital, LLC 610.09%3.13%17.03%Q1 2016Q2 202310
Antonetti Capital Management LLC 914.09%6.02%8.93%Q2 2010Q3 202310
Tuttle Capital Management, LLC 610.08%2.54%7.50%Q3 2014Q2 202110
Fullerton Fund Management Co Ltd. 910.16%1.38%6.29%Q4 2019Q3 202310
Dakota Wealth Management 510.02%0.04%0.06%Q1 2020Q3 202310
Pinnacle Wealth Management Advisory Group, LLC 640.03%0.17%0.49%Q1 2021Q3 202310
StrategIQ Financial Group, LLC 710.02%0.11%0.15%Q3 2016Q1 202310
Stone House Investment Management, LLC 10100.12%1.10%3.23%Q4 2016Q1 201910
Measured Wealth Private Client Group, LLC 610.11%0.90%1.64%Q3 2017Q3 202010
Private Capital Group, LLC 730.00%0.03%0.06%Q4 2017Q4 202010
Fulcrum Equity Management 410.08%6.37%53.10%Q4 2018Q4 202210
Cresset Asset Management, LLC 610.00%0.01%0.04%Q3 2019Q3 202310
EWG Elevate Inc. 910.06%0.27%0.58%Q4 2019Q4 202210
Cedar Brook Financial Partners, LLC 310.05%0.17%0.44%Q1 2019Q3 202310
Ferguson Shapiro LLC 640.13%11.34%35.62%Q4 2019Q3 202210
LIBERTY WEALTH MANAGEMENT LLC 10100.01%0.09%0.26%Q2 2019Q3 202110
COLTON GROOME FINANCIAL ADVISORS, LLC 420.84%1.71%3.49%Q3 2019Q3 202210
EPG Wealth Management LLC 520.00%0.00%0.01%Q4 2019Q3 202310
Sowa Financial Group, Inc. 10100.14%0.78%2.13%Q4 2019Q1 202210
Affinity Capital Advisors, LLC 10100.07%0.29%0.66%Q4 2019Q1 202210
Kinloch Capital, LLC 810.20%0.25%0.32%Q4 2020Q3 202310
Bellwether Advisors, LLC 10100.03%0.12%0.20%Q4 2020Q1 202310
Accel Wealth Management 10100.01%0.02%0.10%Q4 2020Q1 202310
Rede Wealth, LLC 820.11%0.17%0.25%Q4 2020Q2 202310
Lumature Wealth Partners, LLC 910.00%0.51%0.93%Q4 2020Q2 202310
WOODWARD DIVERSIFIED CAPITAL, LLC 730.19%0.23%0.29%Q4 2020Q3 202310
Continuum Advisory, LLC 10100.07%0.28%1.39%Q2 2021Q3 202310
Atria Wealth Solutions, Inc. 770.00%0.10%0.42%Q1 2022Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.06%0.34%0.59%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.03%0.09%Q1 2021Q3 202310
WISCONSIN CAPITAL MANAGEMENT LLC 610.15%0.65%1.26%Q4 2018Q3 202310
Qube Research & Technologies Ltd 410.00%0.32%1.06%Q3 2020Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.01%Q2 2013Q2 20159
FIRST CITIZENS BANK & TRUST CO 990.01%0.02%0.05%Q3 2021Q3 20239
Mader & Shannon Wealth Management, Inc. 612.33%13.33%19.85%Q4 2015Q1 20209
Fernwood Investment Management, LLC 810.09%0.15%0.22%Q4 2018Q3 20219
Squar Milner Financial Services LLC 990.02%0.29%1.07%Q2 2018Q2 20209
Wealth Alliance 410.08%1.17%3.13%Q4 2019Q2 20239
WOLFF WIESE MAGANA LLC 990.01%0.15%0.20%Q4 2020Q4 20229
Tarbox Family Office, Inc. 810.00%0.00%0.01%Q1 2016Q1 20229
RPG Investment Advisory, LLC 990.00%0.01%0.04%Q2 2017Q2 20199
Crew Capital Management, Ltd. 720.26%0.59%0.84%Q1 2021Q2 20239
Clearview Wealth Advisors LLC 810.01%0.28%2.32%Q4 2020Q2 20239
Covenant Multifamily Offices, LLC 810.01%0.01%0.03%Q4 2013Q1 20199
Silverleafe Capital Partners, LLC 421.27%1.69%2.06%Q4 2017Q4 20239
NKCFO LLC 410.07%0.57%1.56%Q3 2019Q2 20239
BAKER TILLY WEALTH MANAGEMENT, LLC 540.17%0.25%0.36%Q4 2020Q3 20239
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q4 2014Q1 20239
Solstein Capital, LLC 810.01%0.66%1.63%Q2 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.18%0.46%0.65%Q4 2019Q3 20239
Arete Wealth Advisors, LLC 510.05%0.86%2.34%Q4 2018Q3 20239
COMERICA SECURITIES,INC. 410.02%0.11%0.49%Q3 2019Q3 20239
PATRON PARTNERS, LLC 990.42%0.51%0.69%Q4 2020Q4 20229
Joseph P. Lucia & Associates, LLC 720.03%0.20%0.91%Q1 2020Q2 20229
HNP Capital LLC 990.13%0.24%0.33%Q4 2020Q4 20229
CURIAN CAPITAL LLC 810.11%0.21%0.31%Q2 2013Q4 20159
Busey Bank 990.01%0.01%0.01%Q3 2021Q3 20239
Richard Bernstein Advisors LLC 992.78%2.92%3.30%Q4 2020Q4 20229
Sunbelt Securities, Inc. 810.03%0.10%0.15%Q3 2019Q3 20239
IFG Advisory, LLC 410.02%0.05%0.08%Q4 2017Q3 20239
CITY NATIONAL BANK 990.01%0.41%0.70%Q3 2013Q3 20159
RITHOLTZ WEALTH MANAGEMENT 990.21%0.24%0.26%Q1 2020Q1 20229
JT Stratford LLC 540.13%0.23%0.35%Q2 2020Q3 20239
Titan Capital Management, LLC /TX 990.62%12.02%18.51%Q4 2018Q4 20209
RPg Family Wealth Advisory, LLC 710.01%0.29%2.06%Q1 2017Q3 20239
FIRST HAWAIIAN BANK 630.02%0.20%0.32%Q1 2021Q3 20239
SHEPHERD KAPLAN KROCHUK, LLC 990.03%0.12%0.22%Q3 2014Q3 20169
Evercore Wealth Management, LLC 810.00%0.01%0.01%Q2 2015Q4 20219
BLACKROCK ADVISORS LLC 990.00%0.01%0.05%Q4 2014Q4 20169
55I, LLC 990.06%0.39%0.80%Q1 2020Q1 20229
Ameritas Investment Company, LLC 990.01%0.18%0.39%Q3 2019Q3 20219
Altium Wealth Management LLC 990.03%0.04%0.05%Q2 2020Q2 20229
FIRETHORN WEALTH PARTNERS, LLC 510.15%0.27%0.54%Q4 2020Q2 20239
BEACON INVESTMENT ADVISORY SERVICES, INC. 630.03%0.08%0.16%Q2 2016Q4 20189
Karp Capital Management Corp 810.10%1.05%1.96%Q4 2018Q3 20229
Bridge Advisory, LLC 540.12%0.56%1.82%Q1 2021Q3 20239
Rosenberg Matthew Hamilton 990.03%0.10%0.33%Q3 2021Q3 20239
Ledyard National Bank 540.02%0.02%0.04%Q4 2017Q1 20209
Clarity Financial LLC 610.09%1.91%4.86%Q4 2020Q3 20239
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.01%0.15%0.25%Q2 2018Q3 20229
AMG National Trust Bank 990.04%0.07%0.10%Q2 2020Q2 20229
RDA Financial Network 720.11%0.25%0.41%Q3 2020Q4 20229
Covington Capital Management 990.00%0.02%0.09%Q1 2020Q1 20229
IMC-Chicago, LLC 310.00%0.00%0.01%Q2 2019Q3 20239
QUATTRO FINANCIAL ADVISORS LLC 410.12%4.44%7.62%Q1 2017Q1 20209
UNITED BANK 990.90%3.87%5.86%Q1 2019Q1 20219
Invesco Ltd. 990.00%0.00%0.00%Q2 2013Q2 20159
JANICZEK WEALTH MANAGEMENT, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Veritable, L.P. 810.01%0.01%0.01%Q3 2013Q2 20169
NinePointTwo Capital LLC 990.02%0.03%0.03%Q3 2021Q3 20239
DUNCKER STREETT & CO INC 530.00%0.02%0.04%Q3 2016Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.10%0.45%1.02%Q4 2021Q3 20238
Amundi 880.00%0.01%0.01%Q4 2021Q3 20238
AUA CAPITAL MANAGEMENT, LLC 881.50%4.00%12.61%Q4 2016Q3 20188
Western Wealth Management, LLC 410.01%0.63%2.68%Q2 2019Q3 20228
McKinley Carter Wealth Services, Inc. 880.03%0.10%0.26%Q4 2020Q3 20228
Pacific Wealth Management 883.76%4.87%7.04%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
AdvicePeriod, LLC 610.03%1.19%2.82%Q4 2017Q1 20218
Fortitude Advisory Group L.L.C. 880.02%1.11%1.68%Q4 2021Q3 20238
Madden Advisory Services, Inc. 510.00%0.00%0.00%Q4 2013Q1 20178
FSC Wealth Advisors, LLC 880.01%0.04%0.14%Q4 2021Q3 20238
Walker Asset Management, LLC 880.18%0.21%0.24%Q1 2022Q4 20238
Allspring Global Investments Holdings, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Ascent Group, LLC 880.07%0.27%0.60%Q4 2021Q3 20238
SBB Research Group LLC 880.15%0.82%1.43%Q4 2021Q3 20238
Burns Matteson Capital Management, LLC 880.20%3.83%10.10%Q4 2020Q3 20228
ETF Store, Inc. 881.49%1.76%1.98%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.28%0.76%Q4 2021Q3 20238
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 610.00%0.07%0.22%Q1 2019Q4 20228
Good Harbor Financial, LLC 880.01%4.87%21.33%Q4 2013Q3 20158
Clean Yield Group 310.00%0.08%0.17%Q2 2016Q3 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Newman Dignan & Sheerar, Inc. 880.01%0.09%0.16%Q1 2019Q4 20208
GREENUP STREET WEALTH MANAGEMENT LLC 880.53%0.88%1.29%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%1.25%3.18%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.03%Q4 2021Q3 20238
OLIO Financial Planning 881.39%4.05%7.01%Q4 2021Q3 20238
SINECERA CAPITAL, LLC 887.82%13.02%16.91%Q4 2021Q3 20238
1620 INVESTMENT ADVISORS, INC. 882.24%3.28%4.16%Q4 2021Q3 20238
CAPE COD FIVE CENTS SAVINGS BANK 880.05%0.09%0.18%Q4 2015Q3 20178
Smart Portfolios, LLC 880.39%1.33%2.03%Q3 2019Q2 20218
LifeGuide Financial Advisors, LLC 8814.85%18.10%20.45%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.01%4.18%9.94%Q4 2021Q3 20238
NORTHSTAR ASSET MANAGEMENT INC 880.08%0.09%0.10%Q1 2021Q4 20228
Cypress Capital, LLC 880.72%1.52%4.29%Q4 2021Q3 20238
Realta Investment Advisors 420.02%0.02%0.03%Q1 2019Q3 20238
Cypress Wealth Services, LLC 880.08%0.20%0.36%Q3 2021Q2 20238
Enterprise Trust & Investment Co 710.01%0.01%0.01%Q2 2019Q2 20228
UMB Bank, n.a. 880.01%0.16%0.24%Q4 2021Q3 20238
tru Independence LLC 710.37%1.79%8.54%Q2 2020Q2 20228
LFA - Lugano Financial Advisors SA 510.12%2.73%4.57%Q1 2019Q3 20238
Spearhead Capital Advisors, LLC 620.18%0.24%0.31%Q1 2020Q2 20228
Manning & Napier Group, LLC 880.06%0.24%0.43%Q4 2017Q3 20198
EP Wealth Advisors, LLC 410.01%0.05%0.27%Q2 2017Q1 20228
Blue Zone Wealth Advisors, LLC 880.54%5.14%12.08%Q4 2019Q3 20218
Cordasco Financial Network 620.00%0.00%0.01%Q4 2013Q4 20198
Secrest Blakey & Associates, LLC 880.05%0.15%0.23%Q4 2017Q3 20198
GW HENSSLER & ASSOCIATES LTD 620.01%0.02%0.03%Q1 2020Q1 20228
Eudaimonia Partners, LLC 530.02%0.23%1.27%Q1 2020Q3 20238
SCHRODER INVESTMENT MANAGEMENT GROUP 610.00%0.02%0.05%Q2 2013Q3 20238
Mechanics Bank Trust Department 880.06%0.12%0.14%Q3 2016Q2 20188
BAIRD ROBERT W & CO INC /WI/ 880.02%0.06%0.11%Q2 2013Q1 20158
Atlas Private Wealth Advisors 710.00%0.60%1.03%Q2 2021Q3 20238
Mechanics Financial Corp 880.10%0.11%0.12%Q4 2021Q3 20238
Banco BTG Pactual S.A. 880.77%3.10%5.56%Q1 2020Q4 20218
Client First Capital LLC 881.36%5.11%6.38%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.03%Q2 2013Q1 20158
Parkside Financial Bank & Trust 510.00%0.02%0.03%Q3 2015Q1 20238
Whitegate Investment Counselors, Inc. 710.15%0.19%0.23%Q1 2014Q4 20178
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 880.00%0.01%0.01%Q4 2015Q3 20178
First Allied Asset Management, Inc. 880.66%1.00%1.39%Q2 2013Q1 20158
Integrated Investment Consultants, LLC 710.08%0.09%0.10%Q1 2016Q1 20188
Paloma Partners Management Co 610.00%0.03%0.16%Q4 2014Q3 20208
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.12%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.03%0.07%Q4 2021Q3 20238
QUANTRES ASSET MANAGEMENT Ltd 310.14%0.45%0.91%Q1 2015Q4 20188
MMA ASSET MANAGEMENT LLC 880.16%0.20%0.35%Q4 2020Q3 20228
Strategic Equity Management 880.94%1.83%3.04%Q4 2020Q3 20228
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 620.02%0.04%0.12%Q4 2020Q2 20238
Golden State Equity Partners 620.43%0.77%1.81%Q4 2020Q3 20238
Wealthstar Advisors, LLC 880.19%0.34%0.58%Q4 2021Q3 20238
Sutton Wealth Advisors Inc. 440.01%0.02%0.03%Q1 2016Q1 20188
Sompo Asset Management Co., Ltd. 885.34%5.72%6.18%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Ironwood Wealth Management, LLC. 773.75%11.39%14.44%Q1 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
MinichMacGregor Wealth Management, LLC 610.00%0.15%1.02%Q1 2016Q3 20207
SILVER OAK SECURITIES, INCORPORATED 770.09%0.28%0.54%Q1 2022Q3 20237
MERIDIAN MANAGEMENT CO 772.85%4.43%6.09%Q3 2019Q1 20217
Weiss Asset Management LP 771.47%1.87%2.36%Q2 2017Q4 20187
PICTET ASSET MANAGEMENT SA 770.00%0.01%0.01%Q4 2021Q2 20237
CAPITAL ONE FINANCIAL CORP 610.03%0.17%0.34%Q1 2020Q1 20227
Crosspoint Capital Strategies, LLC 520.00%0.02%0.07%Q4 2013Q4 20157
EMERSON INVESTMENT MANAGEMENT, LLC 770.54%1.29%1.85%Q3 2014Q1 20167
MKD WEALTH COACHES, LLC 773.48%5.32%8.84%Q1 2019Q3 20207
Pinkerton Retirement Specialists, LLC 770.04%4.03%6.87%Q1 2022Q3 20237
Fiduciary Trust Co International of Pennsylvania 410.02%0.15%0.51%Q3 2013Q1 20207
HANSEATIC MANAGEMENT SERVICES INC 770.34%3.43%6.74%Q2 2019Q4 20207
Itau Unibanco Holding S.A. 310.02%2.98%11.89%Q2 2016Q3 20237
Private Ocean, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Virtus Investment Advisers, Inc. 310.02%0.08%0.17%Q2 2013Q3 20157
Chicago Partners Investment Group LLC 320.00%0.03%0.15%Q3 2016Q3 20237
ICA Group Wealth Management, LLC 770.08%0.14%0.26%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.02%Q4 2021Q2 20237
Chemistry Wealth Management LLC 770.15%0.22%0.29%Q1 2022Q3 20237
Ironwood Financial, llc 770.00%0.00%0.01%Q1 2020Q3 20217
Starfox Financial Services, LLC 770.43%11.16%14.64%Q1 2022Q3 20237
TCWP LLC 770.20%0.58%1.60%Q4 2021Q2 20237
Wealth Management Solutions, LLC 770.64%4.68%9.68%Q1 2022Q3 20237
Mizuho Asset Management Co.,Ltd. 770.00%0.01%0.02%Q2 2013Q4 20147
Ameritas Advisory Services, LLC 770.05%0.10%0.16%Q4 2021Q2 20237
StoneX Group Inc. 310.08%0.24%0.35%Q2 2017Q3 20207
SPINNAKER TRUST 770.02%0.45%1.71%Q2 2019Q4 20207
Man Group plc 330.00%0.00%0.00%Q1 2022Q3 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.04%Q2 2013Q4 20147
Tilden Park Management I LLC 410.06%7.98%14.22%Q1 2018Q2 20197
Integrated Wealth Management 770.00%0.01%0.01%Q1 2015Q3 20167
Financial Enhancement Group LLC 610.01%2.50%5.55%Q2 2020Q2 20227
NewEdge Wealth, LLC 430.01%0.10%0.14%Q4 2021Q3 20237
Accuvest Global Advisors 610.31%1.72%5.91%Q2 2013Q3 20157
Bradley & Co. Private Wealth Management, LLC 770.06%0.07%0.07%Q1 2021Q3 20227
Connectus Wealth, LLC 770.05%0.19%0.36%Q1 2022Q3 20237
South Shore Capital Advisors 770.32%0.45%0.53%Q4 2020Q2 20227
IronBridge Private Wealth, LLC 520.00%1.14%4.15%Q4 2020Q2 20237
IFC Holdings Incorporated/FL 430.05%0.34%1.10%Q2 2013Q4 20177
SkyView Investment Advisors, LLC 770.04%0.18%0.29%Q1 2022Q3 20237
Convergent Wealth Advisors 770.17%5.30%7.22%Q1 2014Q3 20157
Hayden Royal, LLC 610.11%0.28%0.55%Q4 2018Q3 20207
WESPAC Advisors, LLC 310.26%1.15%2.88%Q2 2013Q3 20237
HALBERT HARGROVE GLOBAL ADVISORS, LLC 770.52%2.38%3.84%Q2 2020Q4 20217
Bartlett & Co. LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Mach-1 Financial Group, LLC 430.00%0.61%2.21%Q4 2020Q3 20227
Annapolis Financial Services, LLC 770.01%0.10%0.33%Q1 2022Q3 20237
PRINCETON CAPITAL MANAGEMENT LLC 770.00%0.00%0.01%Q1 2018Q3 20197
CETERA INVESTMENT MANAGEMENT LLC 770.85%1.45%2.61%Q4 2015Q2 20177
Jump Financial, LLC 510.08%0.40%0.64%Q1 2021Q2 20237
Well Done, LLC 770.05%0.06%0.08%Q3 2018Q1 20207
HAYS ADVISORY LLC 773.74%4.12%4.45%Q3 2013Q1 20157
BCK CAPITAL MANAGEMENT LP 770.00%0.00%0.00%Q1 2022Q3 20237
Northstar Advisory Group, LLC 320.18%0.72%1.74%Q4 2020Q4 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Inspire Advisors, LLC 770.23%0.39%0.68%Q4 2020Q2 20227
Beaumont Capital Management, LLC 510.55%1.93%3.14%Q4 2020Q2 20237
CLIENT 1ST ADVISORY GROUP, LLC 770.11%0.33%0.68%Q3 2020Q1 20227
Alhambra Investment Management LLC 770.20%1.74%2.17%Q1 2022Q3 20237
Stokes Family Office, LLC 770.03%0.08%0.13%Q4 2021Q2 20237
Parcion Private Wealth LLC 771.48%2.25%3.72%Q1 2022Q3 20237
Arkadios Wealth Advisors 430.00%0.03%0.10%Q4 2020Q3 20237
HawsGoodwin Investment Management LLC 770.01%0.23%0.44%Q2 2020Q4 20217
Banque Cantonale Vaudoise 520.00%0.02%0.04%Q3 2020Q3 20237
Cornerstone Retirement Group, Inc. 7713.61%27.38%32.94%Q1 2022Q3 20237
PICTET ASSET MANAGEMENT LTD 430.01%0.02%0.03%Q4 2018Q3 20207
Summit X, LLC 510.04%0.46%1.39%Q2 2017Q1 20237
L.M. KOHN & COMPANY 770.16%0.59%0.97%Q1 2022Q3 20237
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q1 2020Q2 20227
DSC Advisors, L.P. 7710.92%14.64%19.26%Q1 2018Q3 20197
MidWestOne Financial Group, Inc. 770.07%0.23%0.32%Q2 2019Q4 20207
Donoghue Forlines LLC 431.02%2.59%3.65%Q3 2018Q4 20207
HIGHLAND CAPITAL MANAGEMENT, LLC 770.09%0.12%0.25%Q2 2013Q4 20147
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 410.00%0.01%0.01%Q2 2021Q3 20237
COMERICA SECURITIES INC 610.07%0.17%0.39%Q1 2017Q4 20187
MEITAV INVESTMENT HOUSE LTD 610.00%0.01%0.02%Q4 2020Q2 20237
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 770.11%0.39%0.72%Q1 2022Q3 20237
BDO Wealth Advisors, LLC 410.00%0.01%0.04%Q2 2017Q3 20207
CALTON & ASSOCIATES, INC. 510.07%0.31%0.69%Q4 2017Q2 20227
Placemark Investments, Inc. 770.04%0.37%1.38%Q2 2013Q4 20147
WASHINGTON TRUST Co 770.00%0.00%0.00%Q1 2020Q3 20217
Brown Advisory Securities, LLC 610.04%0.15%0.20%Q3 2017Q3 20207
Bedell Frazier Investment Counselling, LLC 770.32%1.22%2.04%Q1 2022Q3 20237
Capital Investment Services of America, Inc. 770.04%0.06%0.08%Q3 2019Q1 20217
Valeo Financial Advisors, LLC 610.00%0.00%0.00%Q2 2019Q1 20217
MIRSKY FINANCIAL MANAGEMENT CORP. 770.08%1.60%2.90%Q2 2020Q4 20217
COBIZ WEALTH, LLC 410.02%0.05%0.07%Q2 2013Q3 20167
Pictet North America Advisors SA 662.39%2.88%3.74%Q2 2022Q3 20236
Ford Financial Group, LLC 410.03%1.10%2.43%Q1 2020Q4 20216
Advisory Alpha, LLC 330.02%0.06%0.11%Q1 2021Q3 20236
Rise Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PIN OAK INVESTMENT ADVISORS INC 660.01%0.01%0.01%Q1 2020Q2 20216
DOW CHEMICAL CO /DE/ 660.28%3.29%7.45%Q2 2021Q3 20226
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 660.36%1.68%4.50%Q2 2014Q3 20156
Syntal Capital Partners, LLC 666.91%11.22%12.32%Q2 2022Q3 20236
AXS Investments LLC 660.14%0.17%0.21%Q2 2022Q3 20236
Advance Capital Management, Inc. 660.16%1.27%2.87%Q2 2022Q3 20236
McAdam, LLC 330.01%0.04%0.08%Q1 2018Q3 20206
GPS Wealth Strategies Group, LLC 510.00%0.01%0.01%Q1 2021Q3 20236
Jackson Hole Capital Partners, LLC 510.00%0.00%0.00%Q1 2021Q3 20236
Colonial River Wealth Management, LLC 330.48%1.60%5.47%Q1 2022Q3 20236
Sound Financial Strategies Group, LLC 420.06%11.10%49.30%Q1 2020Q2 20236
Tennessee Valley Asset Management Partners 660.14%0.65%0.78%Q2 2022Q3 20236
CNB Bank 310.01%0.02%0.03%Q2 2019Q3 20236
Partnervest Advisory Services LLC 510.01%0.04%0.10%Q2 2013Q2 20196
Castle Rock Wealth Management, LLC 660.91%1.81%3.05%Q3 2019Q4 20206
Q3 Asset Management 310.98%2.56%5.50%Q1 2019Q1 20236
IVC Wealth Advisors LLC 660.18%0.77%1.58%Q4 2020Q1 20226
Versant Capital Management, Inc 510.00%0.02%0.10%Q2 2016Q1 20216
Taconic Capital Advisors LP 551.55%4.49%7.57%Q4 2018Q4 20196
Bedel Financial Consulting, Inc. 310.00%0.00%0.00%Q2 2018Q1 20226
SNS Financial Group, LLC 310.09%0.53%1.55%Q1 2013Q1 20196
Baystate Wealth Management LLC 420.00%0.00%0.00%Q2 2020Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 510.00%0.05%0.06%Q3 2020Q3 20236
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.04%0.06%0.09%Q2 2013Q3 20146
TRUSTCORE FINANCIAL SERVICES, LLC 510.00%0.00%0.00%Q1 2019Q4 20226
Apollon Wealth Management, LLC 410.04%0.08%0.15%Q2 2019Q3 20236
SALEM INVESTMENT COUNSELORS INC 660.01%0.01%0.02%Q4 2021Q1 20236
W ADVISORS, LLC 660.22%0.26%0.30%Q1 2022Q2 20236
QCM Cayman, Ltd. 210.06%1.43%3.46%Q1 2014Q3 20226
Onyx Bridge Wealth Group LLC 510.05%0.12%0.16%Q2 2021Q3 20236
Financial & Tax Architects, LLC 510.21%2.25%5.34%Q1 2021Q2 20236
Liberty Capital Management, Inc. 660.02%0.02%0.03%Q3 2016Q4 20176
MOORE CAPITAL MANAGEMENT, LP 410.07%0.35%1.64%Q2 2017Q2 20206
SSI INVESTMENT MANAGEMENT LLC 661.07%1.32%1.61%Q2 2022Q3 20236
Johns Hopkins University 661.45%6.53%15.43%Q2 2022Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 660.08%0.16%0.34%Q2 2022Q3 20236
Tranquilli Financial Advisor LLC 420.36%0.94%1.84%Q4 2020Q3 20226
Jump Trading, LLC 410.00%0.13%0.35%Q2 2015Q3 20186
Gilbert & Cook, Inc. 661.00%4.21%5.89%Q3 2019Q4 20206
Princeton Portfolio Strategies Group LLC 410.09%0.31%0.56%Q3 2018Q2 20216
Grace Capital 420.10%0.18%0.29%Q4 2018Q3 20206
PRINCIPAL FINANCIAL GROUP INC 510.00%0.00%0.00%Q4 2018Q2 20216
CI Global Investments Inc. 510.00%0.01%0.02%Q4 2015Q3 20186
INVESTMENT CENTERS OF AMERICA INC 410.05%0.57%1.48%Q3 2013Q3 20176
FLAGSTAR ADVISORS INC 510.04%0.14%0.17%Q3 2021Q3 20236
OGOREK ANTHONY JOSEPH /NY/ /ADV 420.00%2.53%6.34%Q4 2021Q3 20236
Wellspring Financial Advisors, LLC 660.75%1.34%2.32%Q2 2022Q3 20236
Hanson & Doremus Investment Management 660.02%0.02%0.02%Q4 2016Q1 20186
Smith, Salley & Associates 660.40%0.57%0.79%Q2 2022Q3 20236
FOCUS Wealth Advisors, LLC 661.12%1.33%1.54%Q4 2020Q1 20226
Hanlon Investment Management, Inc. 660.13%0.19%0.25%Q2 2022Q3 20236
Trexquant Investment LP 310.02%0.05%0.12%Q3 2019Q2 20216
ATLAS CAPITAL ADVISORS LLC 310.00%0.00%0.00%Q2 2019Q2 20216
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.01%0.03%Q4 2021Q3 20236
HIGHBRIDGE CAPITAL MANAGEMENT LLC 310.08%0.45%0.93%Q2 2018Q2 20196
Beacon Pointe Advisors, LLC 310.00%0.04%0.16%Q2 2021Q2 20236
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Jackson Wealth Management, LLC 210.09%0.60%1.33%Q3 2015Q1 20206
FLPUTNAM INVESTMENT MANAGEMENT CO 660.11%0.25%0.55%Q2 2022Q3 20236
ACCESS FINANCIAL SERVICES, INC. 660.16%0.35%0.57%Q2 2022Q3 20236
Stanley-Laman Group, Ltd. 510.06%0.71%1.26%Q1 2016Q3 20206
Oakwell Private Wealth Management, LLC 660.22%0.45%0.69%Q4 2020Q1 20226
Fusion Investment Group, LLC 420.01%0.09%0.44%Q4 2013Q3 20156
Vident Investment Advisory, LLC 660.01%0.12%0.27%Q1 2022Q2 20236
McElhenny Sheffield Capital Management, LLC 510.54%5.09%26.65%Q3 2021Q1 20236
Compagnie Lombard Odier SCmA 510.00%0.08%0.15%Q3 2016Q4 20186
SECURITY NATIONAL TRUST CO 660.01%0.02%0.02%Q2 2020Q3 20216
RONALD BLUE & CO LLC 660.02%0.05%0.10%Q1 2016Q2 20176
HERITAGE WEALTH MANAGEMENT, LLC 420.07%0.11%0.16%Q2 2021Q4 20226
Epic Trust Investment Advisors, LLC 660.42%1.18%2.86%Q4 2021Q1 20236
BEACON TRUST CO 660.37%2.14%3.06%Q4 2015Q1 20176
TrinityPoint Wealth, LLC 420.04%0.12%0.33%Q4 2021Q3 20236
Private Wealth Strategies, L.L.C. 660.95%1.14%1.63%Q1 2021Q2 20226
PrairieView Partners, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
AXA S.A. 310.00%0.26%1.56%Q3 2015Q1 20226
Blue Edge Capital, LLC 660.73%2.31%3.31%Q2 2022Q3 20236
MACRO Consulting Group 667.97%8.82%9.99%Q1 2020Q2 20216
Bluefin Trading, LLC 210.01%0.17%0.35%Q2 2013Q2 20156
SII INVESTMENTS INC/WI 420.03%0.29%0.85%Q3 2013Q4 20176
AFAM CAPITAL, INC. 510.06%0.23%0.48%Q3 2016Q1 20186
WBH ADVISORY INC 510.16%0.26%0.58%Q3 2021Q1 20236
Goelzer Investment Management, Inc. 660.06%0.11%0.22%Q2 2022Q3 20236
Itau USA Asset Management Inc. 662.80%11.88%20.87%Q4 2014Q1 20166
GREENWOOD CAPITAL ASSOCIATES LLC 660.07%0.13%0.26%Q4 2018Q1 20206
Edenbrook Capital, LLC 661.84%5.91%15.23%Q1 2021Q2 20226
Baltimore-Washington Financial Advisors, Inc. 410.00%0.01%0.02%Q4 2013Q3 20226
Blue Trust, Inc. 660.62%3.16%6.20%Q2 2022Q3 20236
ARS Wealth Advisors, LLC 660.11%2.33%5.52%Q1 2016Q2 20176
WCG Wealth Advisors LLC 550.23%2.41%3.30%Q3 2022Q3 20236
Latitude Advisors, LLC 660.15%0.33%0.57%Q4 2020Q1 20226
Joule Financial, LLC 660.47%0.51%0.60%Q2 2022Q3 20236
Mayflower Financial Advisors, LLC 420.04%0.09%0.17%Q1 2022Q3 20236
1919 Investment Counsel, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Threshold Group LLC 660.30%0.82%1.56%Q2 2016Q3 20176
PIERSHALE FINANCIAL GROUP, INC. 310.00%6.97%16.48%Q2 2015Q2 20236
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.01%1.11%1.69%Q4 2020Q1 20236
Concert Wealth Management Inc. 510.08%0.29%0.53%Q3 2015Q2 20176
Parkside Investments, LLC 661.46%2.52%3.91%Q2 2022Q3 20236
TMD & ASSOCIATES, INC 423.82%6.17%9.29%Q4 2015Q2 20196
Watermark Asset Management, Inc. 660.41%0.62%0.99%Q1 2017Q2 20186
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 420.00%0.01%0.01%Q2 2017Q4 20186
TNF LLC 550.10%0.11%0.12%Q3 2021Q3 20225
STEEL GROVE CAPITAL ADVISORS, LLC 410.00%0.21%0.33%Q4 2020Q4 20225
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q4 2015Q2 20235
HHG & Company, LLC 550.66%0.69%0.72%Q2 2013Q2 20145
First Command Advisory Services, Inc. 410.00%0.00%0.00%Q4 2021Q1 20235
Centric Wealth Management 410.29%1.40%2.17%Q1 2022Q3 20235
True Link Financial Advisors, LLC 550.03%0.09%0.19%Q4 2020Q4 20215
ACCURATE INVESTMENT SOLUTIONS, INC. 550.03%0.29%0.84%Q1 2019Q1 20205
CFS Investment Advisory Services, LLC 210.02%0.07%0.15%Q4 2020Q2 20235
SILVERLAKE WEALTH MANAGEMENT LLC 410.14%0.30%0.51%Q1 2022Q2 20235
Schoolcraft Capital LLC 556.92%7.29%7.78%Q3 2022Q3 20235
Asset Dedication, LLC 210.00%0.01%0.04%Q4 2015Q1 20225
Clearstead Trust, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
NewDay Solutions, LLC 552.85%4.03%5.47%Q2 2019Q2 20205
RiverFront Investment Group, LLC 310.11%0.37%0.56%Q4 2008Q3 20235
BARRETT & COMPANY, INC. 550.02%0.03%0.03%Q3 2022Q3 20235
WHITE PINE CAPITAL LLC 550.08%0.24%0.82%Q1 2017Q1 20185
FIRST FINANCIAL CORP /IN/ 550.00%0.00%0.01%Q2 2020Q2 20215
Summit Financial, LLC 550.02%0.11%0.24%Q3 2022Q3 20235
Sullivan, Bruyette, Speros & Blaney, LLC 320.01%0.01%0.02%Q3 2019Q1 20215
Laurel Wealth Advisors, Inc. 410.04%0.11%0.16%Q3 2019Q4 20225
MJP ASSOCIATES INC /ADV 558.58%9.32%10.58%Q3 2022Q3 20235
EXCHANGE TRADED CONCEPTS, LLC 410.06%0.40%1.73%Q3 2020Q4 20235
MARINO, STRAM & ASSOCIATES LLC 550.02%0.02%0.02%Q4 2017Q4 20185
Advisor OS, LLC 550.30%2.46%5.18%Q3 2022Q3 20235
Brickley Wealth Management 550.07%0.25%0.33%Q2 2022Q2 20235
THOROUGHBRED FINANCIAL SERVICES, LLC 550.03%0.06%0.09%Q2 2022Q2 20235
Tanglewood Wealth Management, Inc. 416.10%9.56%10.84%Q4 2015Q1 20205
Friedenthal Financial 213.06%4.45%7.02%Q2 2016Q3 20205
TRUEWEALTH LLC 550.01%0.02%0.02%Q4 2017Q4 20185
Janney Capital Management LLC 550.80%0.88%1.01%Q3 2022Q3 20235
Tri-Star Advisors Inc. 310.22%1.84%2.55%Q2 2020Q4 20225
STOCK YARDS BANK & TRUST CO 550.04%0.08%0.16%Q2 2016Q2 20175
Intellectus Partners, LLC 550.00%0.00%0.01%Q2 2017Q2 20185
FIRST FOUNDATION ADVISORS 550.04%0.20%0.47%Q3 2022Q3 20235
Edmond de Rothschild (Europe) 550.06%0.28%0.74%Q3 2015Q3 20165
Ovata Capital Management Ltd 310.06%0.43%0.95%Q1 2021Q4 20225
HOLDERNESS INVESTMENTS CO 410.09%0.11%0.12%Q1 2017Q4 20195
BREMER TRUST NATIONAL ASSOCIATION 410.05%0.09%0.12%Q3 2017Q4 20185
U.S. Capital Wealth Advisors, LLC 550.07%0.11%0.20%Q3 2022Q3 20235
Baker Avenue Asset Management, LP 410.00%0.01%0.02%Q3 2018Q3 20235
Watershed Asset Management, L.L.C. 554.44%5.27%6.52%Q4 2021Q4 20225
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 110.00%0.02%0.03%Q4 2013Q4 20185
Hirtle Callaghan & Co LLC 550.02%0.02%0.02%Q3 2020Q3 20215
Capital Advisory Group Advisory Services, LLC 410.00%0.01%0.02%Q2 2019Q3 20205
Financial Sense Advisors, Inc. 553.48%5.08%6.73%Q1 2019Q1 20205
Semmax Financial Advisors Inc. 410.00%0.48%2.39%Q1 2022Q3 20235
Lloyd Advisory Services, LLC. 310.00%0.04%0.20%Q1 2020Q4 20215
SIMON QUICK ADVISORS, LLC 410.01%0.43%0.80%Q2 2019Q4 20205
360 Financial, Inc. 550.20%0.26%0.35%Q4 2019Q4 20205
Outlook Wealth Advisors, LLC 550.25%0.56%0.78%Q1 2020Q1 20215
FundX Investment Group, LLC 550.08%4.07%7.05%Q3 2019Q3 20205
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 550.00%0.00%0.00%Q3 2022Q3 20235
Asset Planning Services, Ltd. 310.00%0.00%0.00%Q2 2017Q3 20195
Aurora Private Wealth, Inc. 410.12%0.18%0.39%Q2 2021Q2 20235
Cardinal Strategic Wealth Guidance 550.00%0.25%0.54%Q3 2021Q3 20225
DOHJ, LLC 320.21%1.77%7.65%Q2 2020Q1 20225
DAN L DUNCAN FOUNDATION 5518.27%29.02%37.15%Q4 2019Q4 20205
Vontobel Holding Ltd. 310.00%0.00%0.01%Q4 2020Q3 20235
Walleye Capital LLC 210.02%0.14%0.18%Q1 2022Q4 20225
Cascadia Advisory Services, LLC 210.49%2.12%4.24%Q4 2019Q3 20215
Firestone Capital Management 320.01%0.05%0.09%Q4 2019Q2 20235
Laird Norton Wetherby Wealth Management, LLC 550.03%0.06%0.10%Q3 2022Q3 20235
Investors Research Corp 320.00%0.00%0.00%Q4 2019Q3 20235
Act Two Investors LLC 550.91%1.75%2.97%Q3 2022Q3 20235
WESBANCO BANK INC 320.12%0.17%0.20%Q3 2019Q3 20215
Jane Street Holding, LLC 330.00%0.19%0.53%Q2 2013Q4 20135
ROCKEFELLER FINANCIAL SERVICES INC 550.00%0.00%0.00%Q4 2016Q4 20175
Landsberg, Bennett, & Dubbaneh LLC 552.04%3.76%5.42%Q4 2019Q4 20205
PSI Advisors, LLC 320.02%0.02%0.02%Q2 2022Q3 20235
Paradigm Financial Partners, LLC 320.11%0.42%1.48%Q1 2019Q4 20205
Acropolis Investment Management, LLC 210.02%0.04%0.08%Q2 2013Q3 20185
FORVIS Wealth Advisors, LLC 550.26%0.37%0.56%Q3 2022Q3 20235
BCM ADVISORS, LLC 310.11%0.26%0.46%Q4 2017Q3 20235
Golden State Wealth Management, LLC 310.05%0.06%0.07%Q1 2019Q3 20205
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Private Wealth Group, LLC 551.89%11.28%25.20%Q4 2018Q4 20195
Steward Financial Group LLC 320.01%0.06%0.12%Q4 2021Q3 20235
WEALTHFRONT Corp 410.00%0.00%0.00%Q2 2014Q3 20155
Jupiter Wealth Management LLC 550.45%0.55%0.68%Q2 2019Q2 20205
Wick Capital Partners, LLC 410.34%5.77%10.34%Q2 2022Q3 20235
SHELTON WEALTH MANAGEMENT, LLC 550.36%1.61%3.19%Q2 2022Q2 20235
F-Squared Investment Management, LLC 410.03%0.67%0.98%Q3 2013Q4 20145
Capital Wealth Planning, LLC 410.08%0.14%0.17%Q3 2015Q1 20205
CoreCap Advisors, LLC 550.11%0.20%0.30%Q4 2021Q4 20225
Capasso Planning Partners LLC 550.17%0.32%0.45%Q3 2022Q3 20235
OAK HARBOR WEALTH PARTNERS, LLC 550.02%0.20%0.35%Q3 2022Q3 20235
FirstPurpose Wealth LLC 550.30%0.34%0.39%Q3 2022Q3 20235
WorthPointe, LLC 550.18%0.44%0.60%Q1 2022Q1 20235
MARIPAU WEALTH MANAGEMENT LLC 550.25%0.30%0.38%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
XR Securities LLC 210.01%0.10%0.24%Q3 2018Q1 20235
Accurate Wealth Management, LLC 410.04%4.00%10.38%Q3 2021Q4 20225
Mount Yale Investment Advisors, LLC 320.04%0.04%0.05%Q1 2018Q4 20205
Lee Capital Holdings LLC 320.15%0.63%1.84%Q4 2019Q1 20215
Gupta Wealth Management LLC 550.02%1.70%3.13%Q1 2015Q1 20165
Retirement Systems of Alabama 550.00%0.01%0.02%Q3 2022Q3 20235
9258 Wealth Management, LLC 550.35%1.32%1.89%Q3 2022Q3 20235
NOMURA ASSET MANAGEMENT CO LTD 310.01%0.08%0.23%Q1 2016Q2 20225
Pinnacle Summer Investments, Inc. 550.94%1.42%2.22%Q4 2014Q4 20155
Fermata Advisors, LLC 410.12%0.24%0.39%Q2 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.05%0.09%0.20%Q4 2016Q4 20175
BROWN ADVISORY INC 550.01%0.02%0.04%Q3 2022Q3 20235
Squarepoint Ops LLC 310.01%0.09%0.25%Q2 2021Q1 20235
Bay Harbor Wealth Management, LLC 310.00%0.06%0.13%Q4 2018Q4 20205
BlueCrest Capital Management Ltd 410.12%0.23%0.48%Q2 2017Q1 20215
Cooper Financial Group 550.05%0.18%0.41%Q2 2020Q2 20215
Armor Investment Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
KMS FINANCIAL SERVICES, INC 310.07%0.08%0.09%Q2 2013Q3 20144
Focused Wealth Management, Inc 440.05%0.06%0.07%Q4 2022Q3 20234
Blume Capital Management, Inc. 210.00%0.01%0.03%Q1 2014Q3 20194
GREATMARK INVESTMENT PARTNERS, INC. 440.12%0.31%0.51%Q4 2022Q3 20234
Swan Global Investments, LLC 440.10%0.11%0.12%Q1 2016Q4 20164
Camarda Financial Advisors, LLC 310.03%1.03%1.76%Q4 2018Q2 20234
Peachtree Investment Advisors, Inc. 440.06%0.06%0.07%Q3 2014Q2 20154
E&G Advisors, LP 440.06%0.06%0.07%Q1 2021Q4 20214
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.01%0.07%0.22%Q4 2019Q4 20214
J.Safra Asset Management Corp 449.00%12.96%19.57%Q1 2016Q4 20164
Moors & Cabot, Inc. 440.05%0.06%0.08%Q1 2020Q4 20204
USCA RIA LLC 210.04%0.17%0.32%Q2 2015Q1 20194
Teamwork Financial Advisors, LLC 440.05%0.11%0.16%Q2 2020Q1 20214
Industrial Alliance Investment Management Inc. 440.07%0.07%0.07%Q2 2022Q1 20234
Meristem Family Wealth, LLC 440.03%0.05%0.12%Q2 2021Q1 20224
AVALON CAPITAL MANAGEMENT 210.84%3.42%5.17%Q2 2013Q1 20194
DFPG INVESTMENTS, LLC 440.47%2.62%5.30%Q4 2022Q3 20234
AlphaStar Capital Management, LLC 440.02%0.03%0.04%Q3 2021Q2 20224
Analyst IMS Investment Management Services Ltd. 310.01%0.11%0.17%Q1 2015Q3 20184
Donald L. Hagan, LLC 440.58%1.06%1.31%Q4 2020Q3 20214
Sharkey, Howes & Javer 440.76%1.21%1.44%Q4 2022Q3 20234
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.02%0.03%0.04%Q3 2015Q2 20164
Bank of Kentucky, Inc. 440.01%0.01%0.01%Q1 2014Q4 20144
Liberty Street Advisors, Inc. 441.22%5.04%15.84%Q1 2015Q4 20154
Julex Capital Management, LLC 440.03%0.08%0.17%Q4 2018Q3 20194
Investure, LLC 210.37%6.19%16.81%Q4 2014Q1 20184
Freestate Advisors LLC 448.67%9.51%11.68%Q4 2020Q3 20214
Mandatum Life Insurance Co Ltd 310.07%0.45%0.67%Q2 2017Q4 20194
Kelman-Lazarov, Inc. 440.01%0.01%0.01%Q1 2016Q4 20164
Assured Investment Management LLC 220.00%1.03%2.31%Q3 2014Q1 20164
First City Capital Management, Inc. 440.00%0.00%0.00%Q1 2014Q4 20144
Investors Capital Advisory Services 440.09%0.47%0.68%Q3 2015Q2 20164
Apriem Advisors 210.00%0.00%0.01%Q4 2014Q4 20164
Montecito Bank & Trust 310.02%0.22%0.29%Q4 2014Q4 20164
K.J. Harrison & Partners Inc 440.18%0.21%0.25%Q4 2022Q3 20234
UG Investment Advisers Ltd. 441.08%4.59%7.48%Q4 2022Q3 20234
SPC Financial, Inc. 210.21%0.28%0.36%Q3 2020Q2 20234
OmniStar Financial Group, Inc. 210.05%0.81%1.52%Q4 2017Q4 20224
Bryn Mawr Capital Management, LLC 440.14%0.20%0.24%Q4 2022Q3 20234
AVIANCE CAPITAL MANAGEMENT, LLC 440.21%5.56%19.70%Q1 2015Q4 20154
Global Financial Private Capital, Inc 310.00%0.69%1.76%Q1 2019Q2 20204
Lake Hills Wealth Management, LLC 221.22%4.41%8.51%Q4 2021Q1 20234
GHP Investment Advisors, Inc. 310.00%0.00%0.01%Q1 2022Q3 20234
AlphaCore Capital LLC 210.00%0.02%0.04%Q1 2021Q3 20234
Sage Capital Advisors,llc 440.09%0.10%0.12%Q4 2022Q3 20234
Manifold Partners, LLC 210.16%3.67%7.52%Q2 2013Q3 20164
abrdn plc 440.01%0.01%0.02%Q3 2022Q2 20234
MORRIS FINANCIAL CONCEPTS, INC. 220.00%0.00%0.00%Q4 2021Q3 20234
One Wealth Advisors, LLC 110.02%0.09%0.18%Q3 2021Q2 20234
Eldridge Investment Advisors, Inc. 310.27%0.34%0.45%Q1 2019Q2 20204
Stanford Investment Group, Inc. 440.01%0.01%0.01%Q1 2016Q4 20164
Clarus Wealth Advisors 210.09%0.50%1.18%Q1 2019Q1 20234
RETIREMENT INCOME SOLUTIONS, INC 440.86%1.20%1.44%Q4 2022Q3 20234
Sequoia Wealth Management, LLC 440.27%0.40%0.72%Q4 2018Q3 20194
Waterloo Capital, L.P. 310.21%0.39%0.68%Q1 2020Q3 20234
Certified Advisory Corp 110.01%0.01%0.01%Q4 2017Q1 20214
Centerpoint Advisors, LLC 220.01%0.04%0.07%Q4 2019Q2 20234
USAdvisors Wealth Management, LLC 440.18%0.79%2.03%Q2 2020Q1 20214
Atom Investors LP 310.26%0.81%1.33%Q4 2018Q1 20224
All Season Financial Advisors, Inc. 310.75%4.44%11.22%Q2 2022Q2 20234
Portfolio Strategies, Inc. 440.05%0.05%0.06%Q4 2017Q3 20184
Selective Wealth Management, Inc. 310.16%0.21%0.24%Q2 2022Q2 20234
Hamilton Wealth, LLC 440.23%0.35%0.53%Q4 2022Q3 20234
Strategic Investment Advisors / MI 440.13%0.25%0.37%Q2 2020Q1 20214
Wealthfront Advisers LLC 440.00%0.00%0.01%Q4 2022Q3 20234
IFS Advisors, LLC 310.02%0.18%0.37%Q4 2020Q4 20214
Artemis Wealth Advisors, LLC 220.02%8.36%17.46%Q4 2016Q3 20214
Cornerstone Wealth Group, LLC 440.30%0.34%0.36%Q4 2022Q3 20234
Cadence Bank 440.07%0.10%0.14%Q4 2022Q3 20234
HBW ADVISORY SERVICES LLC 210.09%0.41%0.88%Q4 2019Q1 20234
Professional Financial Advisors, LLC 440.01%1.05%2.63%Q4 2021Q3 20224
Cedar Mountain Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Perennial Investment Advisors, LLC 440.05%0.08%0.14%Q4 2022Q3 20234
Key FInancial Inc 310.00%0.01%0.02%Q3 2021Q3 20234
SteelPeak Wealth, LLC 310.02%0.11%0.21%Q3 2020Q1 20234
VIVID FINANCIAL MANAGEMENT, INC. 440.20%0.26%0.28%Q2 2020Q1 20214
RMR Wealth Builders 440.00%0.04%0.10%Q2 2020Q1 20214
Total Clarity Wealth Management, Inc. 310.00%0.48%0.74%Q2 2020Q2 20224
Spotlight Asset Group, Inc. 220.28%1.10%2.05%Q2 2020Q3 20234
Disciplined Investments, LLC 440.00%0.02%0.04%Q4 2019Q3 20204
Verdad Advisers, LP 214.75%17.02%27.51%Q3 2021Q4 20224
Fortis Group Advisors, LLC 311.22%3.60%7.72%Q3 2020Q3 20234
Klaas Financial Asset Advisors, LLC 440.11%0.13%0.15%Q4 2022Q3 20234
Intelligence Driven Advisers, LLC 210.05%0.08%0.11%Q4 2020Q2 20224
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Advisors Wealth Management, LLC 310.12%0.21%0.29%Q1 2021Q3 20234
TruWealth Advisors, LLC 440.95%2.65%3.85%Q4 2022Q3 20234
Laurel Wealth Planning LLC 445.32%6.00%6.49%Q3 2022Q2 20234
Phoenix Wealth Advisors 440.03%1.50%5.89%Q4 2020Q3 20214
Tradition Wealth Management, LLC 310.00%0.01%0.03%Q4 2020Q3 20234
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2017Q1 20214
Center For Asset Management LLC 220.16%0.21%0.27%Q4 2020Q1 20224
ADE, LLC 440.00%0.00%0.01%Q4 2020Q3 20214
Tower Wealth Partners, Inc. 220.42%3.74%13.62%Q4 2020Q3 20234
FOSTER & MOTLEY INC 310.04%0.05%0.05%Q4 2014Q4 20154
Prentice Wealth Management LLC 310.24%0.25%0.27%Q3 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.64%0.72%0.85%Q4 2022Q3 20234
Cardinal Point Wealth Management LLC 440.10%0.11%0.12%Q4 2020Q3 20214
Y.D. More Investments Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
J Arnold Wealth Management Co 310.01%0.03%0.07%Q4 2020Q4 20224
Heirloom Wealth Management 440.22%5.51%7.48%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.78%0.82%0.86%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.04%0.12%0.21%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
WARNER FINANCIAL, INC 310.17%0.37%0.56%Q4 2021Q3 20234
Wallace Advisory Group, LLC 441.90%2.06%2.14%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 447.31%12.07%15.67%Q4 2022Q3 20234
Tevis Investment Management 440.02%0.02%0.03%Q4 2021Q3 20224
Corient Private Wealth LLC 440.01%0.31%0.54%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.02%0.03%Q4 2022Q3 20234
Family Asset Management, LLC 440.06%0.30%0.63%Q4 2022Q3 20234
CYPRESS CAPITAL MANAGEMENT LLC 440.28%0.38%0.46%Q4 2021Q3 20224
TCP Asset Management, LLC 443.86%5.73%7.96%Q4 2022Q3 20234
RETIREMENT FINANCIAL SOLUTIONS, LLC 449.23%10.42%11.27%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.49%0.54%0.65%Q4 2022Q3 20234
First Citizens Asset Management, Inc. 440.23%0.25%0.27%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 440.11%0.19%0.28%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.09%0.65%2.30%Q4 2022Q3 20234
Park Place Capital Corp 440.11%0.12%0.12%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.50%3.43%6.88%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.22%0.46%0.96%Q1 2023Q4 20234
Farther Finance Advisors, LLC 440.01%0.10%0.21%Q4 2022Q3 20234
KING LUTHER CAPITAL MANAGEMENT CORP 440.01%0.01%0.01%Q4 2022Q3 20234
1834 INVESTMENT ADVISORS CO 220.00%0.19%0.50%Q3 2019Q1 20214
PRECEPT MANAGEMENT LLC 220.29%3.12%6.14%Q2 2018Q3 20184
WOODMONT INVESTMENT COUNSEL LLC 310.00%0.00%0.00%Q3 2015Q3 20164
1ST SOURCE BANK 440.01%0.02%0.03%Q3 2020Q2 20214
Bank Pictet & Cie (Europe) AG 440.17%0.79%2.01%Q4 2014Q3 20154
MANNING & NAPIER ADVISORS LLC 440.01%0.02%0.06%Q4 2016Q3 20174
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.01%0.01%0.02%Q4 2022Q3 20234
EAGLE ASSET MANAGEMENT INC 210.00%0.00%0.00%Q2 2019Q3 20204
GABELLI FUNDS LLC 440.00%0.00%0.00%Q3 2015Q2 20164
MARCO INVESTMENT MANAGEMENT LLC 440.04%0.11%0.15%Q3 2014Q2 20154
JANUS HENDERSON INVESTORS US LLC 440.00%0.00%0.00%Q4 2015Q3 20164
MONTAG A & ASSOCIATES INC 220.00%0.01%0.01%Q4 2020Q3 20234
WEALTH MANAGEMENT RESOURCES, INC. 445.28%6.84%9.08%Q4 2022Q3 20234
SANDERS MORRIS HARRIS LLC 310.12%0.48%1.33%Q1 2016Q1 20234
Karpus Management, Inc. 440.07%0.13%0.31%Q4 2022Q3 20234
LINCOLN CAPITAL CORP 310.81%1.51%3.50%Q4 2018Q1 20224
SECURIAN ASSET MANAGEMENT, INC 440.05%0.07%0.10%Q1 2022Q4 20224
COOPERMAN LEON G 440.02%0.03%0.04%Q1 2022Q4 20224
ROBERTS GLORE & CO INC /IL/ 110.18%0.31%0.44%Q3 2015Q3 20204
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Waverly Advisors, LLC 210.00%0.02%0.06%Q3 2013Q3 20154
JNBA Financial Advisors 110.00%0.00%0.01%Q1 2016Q2 20224
Zions Bancorporation 210.00%0.00%0.00%Q1 2015Q2 20163
Glassman Wealth Services 210.00%0.01%0.01%Q1 2016Q2 20223
North Star Investment Management Corp. 110.00%0.01%0.01%Q3 2016Q3 20183
Rinet Co LLC 330.13%0.15%0.16%Q1 2021Q3 20213
Engrave Wealth Partners LLC 330.00%0.01%0.01%Q4 2019Q2 20203
Holloway Wealth Management, LLC 210.00%0.19%0.32%Q2 2019Q1 20203
January Capital Advisors LLC 330.20%0.21%0.22%Q4 2021Q2 20223
ITS Asset Management, L.P. 336.23%14.58%30.49%Q4 2015Q2 20163
Founders Capital Management 210.00%0.00%0.00%Q4 2017Q3 20223
Segment Wealth Management, LLC 330.04%0.05%0.06%Q3 2019Q1 20203
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Euclid Advisors LLC 210.40%0.44%0.48%Q1 2014Q4 20143
TOMPKINS FINANCIAL CORP 330.02%0.02%0.02%Q3 2020Q1 20213
STERNE AGEE GROUP, INC. 210.10%0.12%0.17%Q2 2013Q4 20143
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.01%Q3 2018Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.01%0.04%0.06%Q1 2023Q3 20233
Harfst & Associates, Inc. 210.01%0.01%0.01%Q4 2015Q2 20173
FIRST NEW YORK SECURITIES LLC /NY 330.10%0.18%0.25%Q2 2014Q4 20143
Truadvice, LLC 330.10%0.56%1.17%Q1 2023Q3 20233
Ignite Planners, LLC 210.19%0.33%0.43%Q4 2021Q4 20223
Stearns Financial Services Group 210.00%0.00%0.01%Q4 2019Q3 20203
Coppell Advisory Solutions LLC 210.00%0.01%0.03%Q4 2022Q3 20233
EDMOND DE ROTHSCHILD (SUISSE) S.A. 330.09%1.22%3.45%Q1 2016Q3 20163
Pinnacle Family Advisors, LLC 210.35%0.49%0.68%Q2 2020Q4 20213
Vise Technologies, Inc. 330.28%3.68%8.59%Q4 2021Q2 20223
JUMP TRADING, LLC 210.01%0.28%0.76%Q2 2019Q1 20203
Strategic Income Management, LLC 330.65%0.65%0.65%Q4 2014Q2 20153
QUADRANT CAPITAL GROUP LLC 210.00%0.07%0.16%Q2 2015Q3 20223
ACG Wealth 210.00%0.07%0.16%Q2 2017Q3 20223
Cavalier Investments, LLC 330.38%0.38%0.39%Q4 2015Q2 20163
Wakefield Asset Management LLLP 331.00%1.44%2.25%Q3 2018Q1 20193
TAP Consulting, LLC 330.70%1.03%1.68%Q1 2023Q3 20233
Pacific Center for Financial Services 330.00%0.00%0.00%Q3 2021Q1 20223
Horst & Graben Wealth Management LLC 330.09%0.14%0.17%Q2 2020Q4 20203
Cable Hill Partners, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Limestone Value Partners, LLC 333.12%4.64%5.62%Q4 2015Q2 20163
Legacy Capital Partners, Inc. 330.10%0.17%0.20%Q3 2021Q1 20223
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.01%0.12%0.30%Q4 2021Q4 20223
ShoreHaven Wealth Partners, LLC 210.01%0.84%2.07%Q4 2020Q1 20233
ONE Advisory Partners, LLC 330.21%0.24%0.25%Q2 2020Q4 20203
Alerus Investment Advisors Corp 331.22%1.91%3.04%Q3 2015Q1 20163
UBS OCONNOR LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Sterling Financial Planning, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
MONETARY MANAGEMENT GROUP INC 330.10%0.11%0.11%Q1 2016Q3 20163
GTS SECURITIES LLC 220.01%0.03%0.05%Q2 2023Q3 20233
Greytown Advisors Inc. 210.11%0.13%0.17%Q4 2020Q1 20233
WFA of San Diego, LLC 210.03%0.04%0.04%Q4 2022Q3 20233
MTC Wealth Management LLC 335.89%9.67%13.56%Q1 2023Q3 20233
Inspire Investing, LLC 330.04%0.09%0.16%Q4 2021Q2 20223
Riggs Asset Managment Co. Inc. 210.01%0.68%1.14%Q3 2016Q1 20203
Cornerstone Planning Group LLC 210.00%0.01%0.02%Q4 2022Q3 20233
Grove Bank & Trust 210.01%0.02%0.02%Q4 2015Q1 20233
ALETHEA CAPITAL MANAGEMENT, LLC 210.50%1.10%2.22%Q4 2015Q4 20163
GODSEY & GIBB, INC 330.00%0.00%0.01%Q2 2022Q4 20223
Bond & Devick Financial Network, Inc. 330.21%0.24%0.26%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.02%0.03%0.03%Q4 2020Q2 20213
East Coast Asset Management, LLC. 330.03%0.04%0.04%Q4 2012Q2 20133
FCA CORP /TX 330.16%0.19%0.21%Q2 2013Q4 20133
Birchcreek Wealth Management, LLC 330.21%0.26%0.36%Q1 2023Q3 20233
Mint Tower Capital Management B.V. 330.00%0.13%0.29%Q1 2019Q3 20193
Wealth Advisory Solutions, LLC 330.00%0.28%0.52%Q3 2020Q1 20213
DOCK STREET ASSET MANAGEMENT INC 331.09%1.14%1.16%Q3 2021Q1 20223
Model Capital Management LLC 330.89%27.40%40.86%Q3 2020Q1 20213
Allen Capital Group, LLC 110.00%1.15%3.40%Q4 2017Q3 20203
Point72 Asset Management, L.P. 210.01%0.02%0.02%Q3 2022Q2 20233
Arden Trust Co 330.03%0.04%0.04%Q2 2019Q4 20193
ORG Partners LLC 330.00%4.65%13.90%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 211.23%1.29%1.32%Q4 2017Q4 20183
ABLE Financial Group, LLC 330.18%0.21%0.26%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.01%0.01%0.02%Q1 2020Q2 20213
Global Trust Asset Management, LLC 330.55%0.71%0.83%Q3 2019Q1 20203
Matrix Trust Co 330.03%0.03%0.04%Q1 2023Q3 20233
Marcum Wealth, LLC 210.02%0.05%0.10%Q4 2019Q2 20233
Sound View Wealth Advisors Group, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
LAKE STREET ADVISORS GROUP, LLC 330.02%0.03%0.03%Q4 2017Q2 20183
Yoder Wealth Management, Inc. 330.54%0.72%1.06%Q1 2023Q3 20233
Sierra Capital LLC 330.01%0.01%0.02%Q1 2022Q3 20223
PFG Investments, LLC 330.09%0.11%0.14%Q1 2023Q3 20233
Edge Wealth Management LLC 330.01%0.01%0.01%Q1 2020Q3 20203
LGT Financial Advisors LLC 210.02%0.05%0.09%Q4 2022Q3 20233
MCIA Inc 210.08%0.24%0.36%Q3 2020Q3 20233
Fortis Advisors, LLC 210.00%0.01%0.02%Q1 2020Q2 20233
SEGALL BRYANT & HAMILL, LLC 210.01%0.01%0.01%Q1 2014Q1 20163
Sensible Financial Planning & Management, LLC. 210.01%0.03%0.05%Q3 2014Q2 20153
Nikulski Financial, Inc. 210.17%0.25%0.30%Q4 2017Q3 20193
Heritage Wealth Partners, LLC 210.78%1.83%3.19%Q4 2022Q3 20233
Fiduciary Planning LLC 330.00%0.00%0.01%Q3 2020Q1 20213
FNY Investment Advisers, LLC 210.20%0.33%0.50%Q2 2022Q3 20233
Beirne Wealth Consulting Services, LLC 330.36%0.71%0.88%Q1 2023Q3 20233
Epstein & White Financial LLC 330.16%0.21%0.29%Q4 2017Q2 20183
EXCALIBUR MANAGEMENT CORP 330.20%0.23%0.25%Q1 2021Q3 20213
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 330.01%0.07%0.11%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Lineweaver Wealth Advisors, LLC 330.11%0.13%0.17%Q2 2020Q4 20203
COMMERZBANK AKTIENGESELLSCHAFT /FI 210.00%0.00%0.01%Q4 2013Q2 20153
Stephens Consulting, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Fiduciary Alliance LLC 210.00%0.04%0.06%Q4 2022Q3 20233
Hoxton Planning & Management, LLC 330.18%0.43%0.58%Q4 2022Q2 20233
Pinion Investment Advisors, LLC 210.31%0.45%0.74%Q2 2019Q3 20203
MCKINLEY CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q3 2016Q1 20173
Premia Global Advisors, LLC 330.34%1.78%4.65%Q4 2017Q2 20183
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.05%0.14%Q1 2023Q3 20233
Austin Private Wealth, LLC 330.12%0.17%0.20%Q2 2020Q4 20203
Centurion Wealth Management LLC 330.12%0.13%0.13%Q4 2022Q2 20233
BTS Asset Management, Inc. 110.19%36.01%86.95%Q2 2019Q4 20213
Campbell Wealth Management 330.07%3.06%8.94%Q3 2022Q1 20233
Howard Capital Management Inc. 330.11%0.14%0.18%Q1 2023Q3 20233
Shepherd Financial Partners LLC 332.82%3.68%4.20%Q2 2020Q4 20203
Second Half Financial Partners, LLC 336.29%6.36%6.48%Q1 2023Q3 20233
UBP Investment Advisors SA 210.76%0.89%0.98%Q4 2017Q3 20183
CERTUITY, LLC 330.08%0.10%0.11%Q2 2020Q4 20203
Cape Investment Advisory, Inc. 330.02%0.11%0.18%Q1 2023Q3 20233
GDS Wealth Management 331.37%1.40%1.42%Q1 2023Q3 20233
YorkBridge Wealth Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Delta Investment Management, LLC 210.33%0.51%0.61%Q1 2020Q4 20203
Bank of Marin 330.60%0.75%0.86%Q1 2023Q3 20233
Presidio Capital Management, LLC 330.25%2.53%7.03%Q1 2023Q3 20233
FINANCIAL LIFE ADVISORS 330.10%0.26%0.54%Q4 2022Q2 20233
Carr Financial Group Corp 330.29%0.35%0.42%Q1 2023Q3 20233
Leucadia National 110.04%0.05%0.06%Q2 2016Q3 20233
Apella Capital, LLC 330.03%0.06%0.08%Q2 2021Q4 20213
Fort Point Capital Partners LLC 330.05%1.35%2.05%Q2 2020Q4 20203
AMJ Financial Wealth Management 330.11%3.25%4.85%Q2 2020Q4 20203
Covalent Partners LLC 339.66%12.82%15.26%Q1 2023Q3 20233
Strategic Blueprint, LLC 110.01%0.02%0.03%Q3 2019Q1 20233
Legacy Financial Strategies, LLC 330.20%0.29%0.36%Q2 2020Q4 20203
Worth Asset Management, LLC 210.07%0.34%0.85%Q3 2022Q2 20233
Mayfair Advisory Group, LLC 331.15%1.23%1.27%Q2 2022Q4 20223
Tradewinds Capital Management, LLC 330.00%0.01%0.02%Q3 2015Q1 20163
Paragon Private Wealth Management, LLC 330.21%0.31%0.44%Q1 2023Q3 20233
Graticule Asia Macro Advisors LLC 333.52%7.82%13.18%Q2 2015Q4 20153
CVA Family Office, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
THOMASPARTNERS, INC. 110.00%0.00%0.01%Q2 2013Q1 20173
REGATTA CAPITAL GROUP, LLC 330.25%1.82%2.60%Q4 2022Q2 20233
VALLEY NATIONAL ADVISERS INC 210.00%0.00%0.00%Q1 2021Q1 20233
Strategic Capital Alternatives LLC 210.00%0.01%0.03%Q3 2014Q3 20153
Centiva Capital, LP 210.18%0.59%1.06%Q2 2022Q2 20233
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 3311.72%12.54%13.62%Q2 2019Q4 20193
Strid Group, LLC 334.92%6.19%8.35%Q4 2015Q2 20163
SG3 Management, LLC 110.08%0.18%0.30%Q4 2016Q1 20223
WealthCare Investment Partners, LLC 330.73%1.59%2.07%Q1 2023Q3 20233
Capital Planning Advisors, LLC 335.16%6.65%7.72%Q1 2023Q3 20233
Wagner Wealth Management, LLC 330.05%0.06%0.07%Q4 2020Q2 20213
AVAII WEALTH MANAGEMENT, LLC 210.47%0.68%1.09%Q4 2021Q3 20233
LEO BROKERAGE, LLC 211.70%1.98%2.53%Q2 2022Q2 20233
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
REUTER JAMES WEALTH MANAGEMENT, LLC 214.04%4.66%5.07%Q4 2021Q1 20233
RELIANCE TRUST CO OF DELAWARE 330.03%0.07%0.10%Q3 2018Q1 20193
NorthCrest Asset Manangement, LLC 110.01%0.47%0.76%Q4 2021Q2 20233
QS Investors, LLC 331.02%3.26%6.19%Q3 2020Q1 20213
SYM FINANCIAL Corp 110.00%0.01%0.02%Q4 2019Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.08%0.09%0.10%Q3 2022Q3 20233
VisionPoint Advisory Group, LLC 110.07%0.08%0.09%Q1 2019Q2 20233
Community Financial Services Group, LLC 215.53%6.98%9.71%Q3 2019Q3 20233
Diversified Portfolios, Inc. 330.13%0.14%0.16%Q4 2014Q2 20153
ROMAN BUTLER FULLERTON & CO 330.32%0.33%0.34%Q1 2023Q3 20233
Covenant Partners, LLC 110.37%0.72%0.97%Q2 2019Q1 20233
JTC Employer Solutions Trustee Ltd 330.02%0.02%0.03%Q1 2023Q3 20233
Bank of New Hampshire 330.01%0.01%0.01%Q1 2022Q3 20223
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.02%0.04%Q3 2017Q3 20203
Rezny Wealth Management, Inc. 334.47%4.63%4.90%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.17%1.14%2.40%Q4 2014Q2 20153
Redhawk Wealth Advisors, Inc. 110.05%0.89%2.55%Q2 2019Q2 20213
Juniper Hill Capital Management LP 339.82%26.10%35.52%Q1 2023Q3 20233
BUCKINGHAM STRATEGIC PARTNERS, LLC 210.02%0.04%0.05%Q2 2022Q3 20233
Dentgroup LLC 210.19%0.29%0.43%Q3 2022Q2 20233
PAX Financial Group, LLC 330.08%0.19%0.33%Q4 2021Q2 20223
Hoxton Financial, Inc. 330.02%0.04%0.06%Q2 2013Q4 20133
1 NORTH WEALTH SERVICES LLC 214.84%4.99%5.10%Q1 2019Q4 20193
SageGuard Financial Group, LLC 330.24%0.26%0.28%Q4 2020Q2 20213
Ascendant Capital Management, LLC 112.36%4.96%7.56%Q2 2022Q1 20232
Bernardo Wealth Planning LLC 221.03%1.33%1.64%Q4 2020Q1 20212
Tactical Allocation Group LLC 116.20%8.15%10.10%Q2 2013Q2 20162
VeraBank, N.A. 220.21%0.30%0.38%Q2 2020Q3 20202
QCI ASSET MANAGEMENT INC/NY 220.02%0.02%0.02%Q2 2020Q3 20202
Lehman Financial Resources, Inc. 220.06%0.06%0.06%Q4 2012Q1 20132
TIAA, FSB 110.00%0.00%0.00%Q3 2022Q1 20232
ERTS Wealth Advisors, LLC 220.02%0.03%0.04%Q4 2018Q1 20192
Intercontinental Wealth Advisors, LLC 220.42%0.42%0.43%Q1 2023Q2 20232
TPG Financial Advisors, LLC 227.66%7.81%7.96%Q2 2023Q3 20232
Heritage Trust Co 110.00%0.01%0.02%Q3 2017Q4 20182
Lake Point Wealth Management 220.01%0.01%0.01%Q1 2019Q2 20192
LAKE STREET PRIVATE WEALTH, LLC 220.05%0.06%0.07%Q4 2021Q1 20222
Ameraudi Asset Management, Inc. 220.24%0.24%0.24%Q2 2023Q3 20232
Country Club Trust Company, n.a. 220.53%0.74%0.96%Q3 2019Q4 20192
III Capital Management 110.01%0.66%1.31%Q3 2022Q3 20232
Clear Creek Financial Management, LLC 110.12%2.14%4.16%Q1 2022Q3 20222
KCS Wealth Advisory 110.01%0.13%0.25%Q4 2017Q3 20192
MACQUARIE GROUP LTD 220.06%0.08%0.10%Q2 2013Q3 20132
BASSO CAPITAL MANAGEMENT, L.P. 220.47%0.69%0.91%Q3 2019Q4 20192
Hunting Hill Global Capital, LLC 220.92%1.25%1.58%Q2 2023Q3 20232
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q3 2022Q1 20232
GenTrust, LLC 221.73%2.22%2.70%Q2 2023Q3 20232
Physician Wealth Advisors, Inc. 220.14%0.15%0.15%Q2 2020Q3 20202
SigFig Wealth Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
BCS Wealth Management 220.16%0.16%0.17%Q2 2020Q3 20202
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.76%1.27%1.79%Q4 2019Q2 20222
PLATINUM GROVE ASSET MANAGEMENT, LP 220.68%1.67%2.66%Q2 2013Q3 20132
Laidlaw Wealth Management LLC 110.07%0.28%0.48%Q4 2020Q4 20212
SANDLER CAPITAL MANAGEMENT 111.80%2.30%2.81%Q1 2014Q4 20182
One Charles Private Wealth Services, LLC 220.20%0.22%0.24%Q2 2023Q3 20232
Great Diamond Partners, LLC 110.01%0.76%1.52%Q4 2019Q3 20222
Rainier Group Investment Advisory LLC 228.37%8.60%8.82%Q2 2020Q3 20202
Perella Weinberg Partners Capital Management LP 112.86%10.41%17.95%Q2 2020Q3 20232
Municipal Employees' Retirement System of Michigan 221.73%1.91%2.09%Q1 2021Q2 20212
Pettinga Financial Advisors LLC 110.08%0.18%0.29%Q4 2018Q1 20222
Copperleaf Capital, LLC 220.40%1.82%3.23%Q3 2020Q4 20202
Elevated Capital Advisors, LLC 220.82%0.82%0.82%Q2 2023Q3 20232
McNaughton Wealth Management, LLC 220.20%0.21%0.22%Q4 2019Q1 20202
Moser Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Menard Financial Group LLC 222.31%4.13%5.95%Q1 2020Q2 20202
Truepoint, Inc. 220.05%0.06%0.07%Q3 2022Q4 20222
Capital Wealth Alliance, LLC 220.33%0.44%0.55%Q1 2023Q2 20232
Goodwin Investment Advisory 220.15%0.36%0.58%Q4 2020Q1 20212
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q3 2021Q4 20212
BEAM WEALTH ADVISORS, INC. 220.41%0.42%0.42%Q2 2020Q3 20202
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2013Q3 20142
SHINE INVESTMENT ADVISORY SERVICES INC 220.00%0.00%0.00%Q3 2019Q4 20192
FC Advisory LLC 110.09%0.10%0.11%Q1 2022Q4 20232
High Note Wealth, LLC 221.20%1.28%1.36%Q4 2020Q1 20212
COLUMBIA ADVISORY PARTNERS LLC 220.53%1.93%3.33%Q4 2022Q1 20232
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q1 2015Q2 20152
OXFORD ASSET MANAGEMENT LLP 220.04%0.04%0.04%Q1 2018Q2 20182
Grant/GrossMendelsohn, LLC 220.13%0.13%0.13%Q2 2023Q3 20232
PERSONAL CFO SOLUTIONS, LLC 110.75%0.90%1.05%Q2 2020Q1 20232
Hefty Wealth Partners 220.32%0.43%0.54%Q4 2015Q1 20162
GALAXY CAPITAL TRADING LTD 226.92%9.56%12.20%Q2 2013Q3 20132
Lowell Blake & Associates Inc. 220.13%0.13%0.13%Q2 2021Q3 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
INGALLS & SNYDER LLC 220.02%0.02%0.02%Q2 2016Q3 20162
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q2 2015Q3 20232
MALTESE CAPITAL MANAGEMENT LLC 220.33%0.34%0.35%Q1 2020Q2 20202
MY Wealth Management Inc. 225.32%5.58%5.85%Q1 2022Q2 20222
Kalos Management, Inc. 110.17%0.37%0.56%Q1 2020Q2 20212
Canal Capital Management, LLC 110.13%1.65%3.17%Q4 2022Q3 20232
Jenkins Wealth 113.12%4.92%6.72%Q4 2021Q4 20222
Ten Capital Wealth Advisors, LLC 220.09%0.10%0.10%Q1 2023Q2 20232
Allegis Investment Advisors, LLC 110.14%0.31%0.48%Q4 2015Q3 20162
Balentine LLC 110.00%0.00%0.00%Q3 2017Q3 20222
Marks Wealth, LLC 111.31%11.35%21.39%Q4 2020Q2 20222
GoalVest Advisory LLC 110.01%0.02%0.04%Q4 2020Q4 20232
Chevy Chase Trust Holdings, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Running Point Capital Advisors, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
ZEKE CAPITAL ADVISORS, LLC 220.90%0.99%1.08%Q2 2022Q3 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
San Luis Wealth Advisors LLC 110.08%0.19%0.30%Q4 2020Q1 20222
Sandbox Financial Partners, LLC 220.18%0.20%0.23%Q2 2021Q3 20212
Bickling Financial Services, Inc. 220.64%0.80%0.95%Q4 2020Q1 20212
FinTrust Investment Advisory Services, LLC 221.25%1.29%1.32%Q2 2013Q3 20132
Interchange Capital Partners, LLC 220.17%0.19%0.22%Q4 2020Q1 20212
Sovereign Financial Group, Inc. 220.08%0.09%0.11%Q2 2023Q3 20232
First PREMIER Bank 220.00%0.00%0.00%Q4 2022Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.23%0.40%Q2 2013Q3 20132
Williams Financial, LLC 220.75%1.26%1.78%Q4 2020Q1 20212
Cleary Gull Holdings Inc. 220.12%0.18%0.24%Q4 2015Q1 20162
Ellevest, Inc. 110.00%0.01%0.02%Q4 2020Q3 20212
Roble, Belko & Company, Inc 110.02%0.40%0.78%Q4 2022Q3 20232
Pinnacle Wealth Management Group, Inc. 225.56%5.93%6.31%Q2 2023Q3 20232
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q2 20192
Counsel Portfolio Services Inc. 220.06%0.14%0.21%Q1 2016Q2 20162
Pariax, LLC 225.14%9.84%14.54%Q2 2023Q3 20232
JB Capital LLC 220.03%0.04%0.04%Q4 2022Q1 20232
Hedeker Wealth, LLC 110.06%0.09%0.13%Q4 2015Q3 20162
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Summit Asset Management, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Washington Trust Advisors, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Gateway Advisory, LLC 220.10%0.11%0.12%Q1 2016Q2 20162
Manhattan West Asset Management, LLC 220.16%4.01%7.85%Q4 2021Q1 20222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.01%0.14%0.28%Q2 2023Q3 20232
EUDAIMONIA ADVISORS LLC 220.38%0.41%0.44%Q2 2023Q3 20232
Anson Capital, Inc. 220.24%0.25%0.26%Q4 2021Q1 20222
Bowman & Co S.C. 220.99%1.02%1.06%Q2 2023Q3 20232
Financial Connections Group, Inc. 220.03%0.03%0.03%Q4 2021Q1 20222
Missouri Trust & Investment Co 220.00%0.00%0.01%Q2 2023Q3 20232
VALLEY WEALTH MANAGERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Gould Capital, LLC 110.00%0.01%0.01%Q4 2021Q2 20222
WEALTHSPAN PARTNERS, LLC 221.00%1.01%1.02%Q4 2021Q1 20222
Alliance Wealth Management Group 2229.09%32.32%35.55%Q1 2016Q2 20162
J.P. Turner & Co Capital Mnagement, LLC 110.45%0.51%0.56%Q4 2014Q3 20152
BIVIN & ASSOCIATES, INC. 220.08%0.08%0.09%Q4 2021Q1 20222
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q2 2022Q3 20232
Rotella Capital Management, Inc. 221.03%1.15%1.27%Q2 2014Q3 20142
Quent Capital, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
PhaseCapital LP 220.50%0.86%1.23%Q1 2015Q2 20152
AlphaCentric Advisors LLC 220.01%0.10%0.19%Q3 2021Q4 20212
Spruce Investment Advisors LLC 223.28%5.48%7.69%Q3 2015Q4 20152
Aspire Wealth Management Corp 220.04%0.04%0.05%Q4 2021Q1 20222
Muzinich & Co., Inc. 220.02%0.08%0.15%Q4 2018Q1 20192
BKA Wealth Consulting, Inc. 223.06%3.09%3.12%Q2 2023Q3 20232
CLEAR STREET MARKETS LLC 110.00%0.11%0.21%Q3 2015Q2 20222
FORTE ASSET MANAGEMENT LLC 220.32%0.37%0.43%Q2 2022Q3 20222
BERKSHIRE ASSET MANAGEMENT LLC/PA 110.04%0.05%0.05%Q1 2019Q3 20192
Balboa Wealth Partners 220.10%0.41%0.73%Q2 2023Q3 20232
ANGELES WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Caprock Group, LLC 220.06%0.06%0.06%Q2 2016Q3 20162
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q1 20152
Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MGO Private Wealth, LLC 221.34%1.84%2.33%Q2 2023Q3 20232
One Capital Management, LLC 110.01%0.44%0.88%Q3 2014Q3 20222
BREWIN DOLPHIN LTD 110.00%0.00%0.00%Q1 2021Q2 20222
GUIDANCE CAPITAL, INC 220.75%0.75%0.76%Q2 2023Q3 20232
Sandell Asset Management Corp. 110.91%1.05%1.20%Q3 2017Q2 20182
Fortune Financial Advisors, LLC 220.73%0.75%0.76%Q2 2023Q3 20232
MIDDLETON & CO INC/MA 221.12%1.37%1.61%Q2 2023Q3 20232
Forza Wealth Management, LLC 220.26%0.32%0.38%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.02%0.05%0.07%Q3 2022Q4 20222
Glass Jacobson Investment Advisors llc 110.04%0.04%0.04%Q4 2022Q2 20232
Headlands Technologies LLC 220.29%0.40%0.51%Q1 2023Q2 20232
Grey Fox Wealth Advisors, LLC 220.08%0.09%0.09%Q4 2022Q1 20232
Idaho Trust Bank 220.14%0.25%0.36%Q2 2023Q3 20232
Authentikos Wealth Advisory, LLC 221.19%1.26%1.33%Q2 2023Q3 20232
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.04%0.05%0.06%Q2 2023Q3 20232
Imprint Wealth LLC 220.15%0.15%0.15%Q1 2023Q2 20232
Financial Management Professionals, Inc. 110.00%0.01%0.01%Q3 2015Q1 20202
Noble Family Wealth, LLC 220.07%0.07%0.07%Q1 2023Q2 20232
National Wealth Management Group, LLC 110.23%0.44%0.64%Q4 2021Q1 20232
Portside Wealth Group, LLC 221.13%1.13%1.14%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.02%1.15%2.28%Q2 2023Q3 20232
Certus Wealth Management, LLC 220.70%0.95%1.21%Q2 2023Q3 20232
BW Gestao de Investimentos Ltda. 220.98%1.04%1.09%Q2 2023Q3 20232
MCF Advisors LLC 110.00%0.00%0.00%Q2 2020Q3 20232
PFS Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
VALLEY FINANCIAL MANAGEMENT, INC. 220.98%1.24%1.50%Q1 2023Q2 20232
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2013Q3 20202
LOGAN CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q4 2022Q1 20232
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.01%Q2 2022Q2 20232
Ground Swell Capital, LLC 110.02%0.30%0.58%Q2 2014Q1 20222
FAIRFIELD, BUSH & CO. 220.06%0.06%0.06%Q3 2017Q4 20172
INTEGRATED WEALTH COUNSEL, LLC 220.22%0.23%0.23%Q3 2016Q4 20162
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.22%0.22%0.23%Q2 2023Q3 20232
SUN LIFE FINANCIAL INC 220.90%0.98%1.06%Q1 2023Q2 20232
MARINER INVESTMENT GROUP LLC 222.07%2.85%3.63%Q1 2017Q2 20172
Verity Asset Management, Inc. 110.34%0.46%0.57%Q3 2015Q1 20162
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 220.58%0.86%1.15%Q2 2022Q3 20222
HC FINANCIAL ADVISORS INC 220.01%0.01%0.01%Q1 2020Q2 20202
Lenox Wealth Advisors, LLC 110.00%0.00%0.01%Q3 2020Q1 20222
GIRARD SECURITIES, INC. 220.17%0.18%0.20%Q2 2017Q3 20172
VAUGHAN & Co SECURITIES, INC. 220.04%0.05%0.06%Q4 2019Q1 20202
Penserra Capital Management LLC 110.00%0.01%0.01%Q2 2019Q1 20202
Willingdon Wealth Management 110.01%0.71%1.42%Q4 2018Q1 20202
Advocacy Wealth Management Services, LLC 220.06%0.07%0.08%Q2 2013Q3 20132
ABERDEEN ASSET MANAGEMENT PLC/UK 110.00%0.01%0.01%Q2 2013Q3 20162
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2022Q4 20222
FIRST NATIONAL CORP /MA/ /ADV 220.02%0.02%0.02%Q4 2018Q1 20192
Chicago Wealth Management, Inc. 220.28%3.39%6.50%Q2 2020Q3 20202
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Harvest Investment Services, LLC 220.18%0.31%0.43%Q2 2020Q3 20202
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Santori & Peters, Inc. 220.53%0.55%0.56%Q4 2020Q1 20212
Vigilare Wealth Management 110.20%0.82%1.45%Q4 2019Q4 20232
Financial Services Advisory Inc 220.59%0.80%1.01%Q1 2023Q2 20232
Evensky & Katz LLC 220.01%0.01%0.01%Q1 2023Q2 20232
G&S Capital LLC 222.34%2.44%2.54%Q2 2018Q3 20182
BEACONLIGHT CAPITAL, LLC 228.59%8.84%9.09%Q4 2021Q1 20222
Acorn Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Quaker Wealth Management, LLC 225.53%5.61%5.68%Q2 2023Q3 20232
TOTAL INVESTMENT MANAGEMENT INC 110.14%0.27%0.40%Q2 2020Q2 20212
Glovista Investments LLC 220.59%2.90%5.21%Q4 2022Q1 20232
Relative Value Partners, LLC 220.46%0.92%1.37%Q2 2013Q3 20132
Nan Shan Life Insurance Co., Ltd. 220.48%0.63%0.77%Q3 2018Q4 20182
Northwest Capital Management Inc 220.01%0.06%0.12%Q2 2023Q3 20232
Winthrop Advisory Group LLC 220.15%0.20%0.26%Q3 2020Q4 20202
Moab Capital Partners 224.19%4.48%4.78%Q4 2016Q1 20172
Oxinas Partners Wealth Management LLC 220.36%0.39%0.42%Q2 2023Q3 20232
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Pasadena Private Wealth, LLC 220.49%0.64%0.78%Q4 2021Q1 20222
Hudson Capital Management LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Kernodle & Katon Asset Management Group, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
Claraphi Advisory Network, LLC 110.01%0.03%0.05%Q3 2019Q1 20202
WIN ADVISORS, INC 111.29%1.29%1.29%Q2 2023Q2 20231
Empowered Funds, LLC 110.51%0.51%0.51%Q3 2022Q3 20221
SURIENCE PRIVATE WEALTH LLC 115.40%5.40%5.40%Q1 2022Q1 20221
Aft, Forsyth & Sober, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
SG Capital Management LLC 1116.58%16.58%16.58%Q2 2020Q2 20201
Spot Trading L.L.C 110.03%0.03%0.03%Q2 2015Q2 20151
Mirador Capital Partners LP 112.28%2.28%2.28%Q3 2016Q3 20161
Capital Directions Investment Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Highview Capital Management LLC/DE/ 114.02%4.02%4.02%Q3 2022Q3 20221
Formidable Asset Management, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Maven Securities LTD 110.01%0.01%0.01%Q2 2022Q2 20221
Onex Canada Asset Management Inc. 110.03%0.03%0.03%Q2 2022Q2 20221
Dana Investment Advisors, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
CARLSON CAPITAL L P 110.00%0.00%0.00%Q1 2014Q1 20141
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
American Trust 110.01%0.01%0.01%Q1 2022Q1 20221
Passaic Partners LLC 113.50%3.50%3.50%Q3 2022Q3 20221
Private Advisory Group LLC 110.32%0.32%0.32%Q3 2022Q3 20221
Bell Rock Capital LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q2 20161
ROCKY MOUNTAIN ADVISERS, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
LOCKERMAN FINANCIAL GROUP, INC. 110.82%0.82%0.82%Q1 2023Q1 20231
Bayesian Capital Management, LP 110.11%0.11%0.11%Q4 2019Q4 20191
Sturgeon Ventures LLP 110.09%0.09%0.09%Q1 2018Q1 20181
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Axiom Investment Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Texas Capital Bank Wealth Management Services Inc 110.06%0.06%0.06%Q4 2021Q4 20211
Eagle Strategies LLC 110.14%0.14%0.14%Q3 2022Q3 20221
AI Financial Services LLC 118.06%8.06%8.06%Q3 2019Q3 20191
Aberdeen Wealth Management LLC 111.07%1.07%1.07%Q4 2020Q4 20201
Financial Advantage, Inc. 110.02%0.02%0.02%Q1 2015Q1 20151
Pinnacle Private Wealth, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Family Management Corp 110.02%0.02%0.02%Q3 2019Q3 20191
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Cardinal Point Wealth Management Partners, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
RGT Wealth Advisors, LLC 1115.00%15.00%15.00%Q3 2022Q3 20221
COUNTRY CLUB BANK /GFN 110.14%0.14%0.14%Q3 2023Q3 20231
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PALLADIEM, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Northland Capital Management LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Valentine Capital Asset Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
WJ Interests, LLC 114.48%4.48%4.48%Q2 2022Q2 20221
Investment Advisory Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Next Level Private LLC 110.28%0.28%0.28%Q2 2022Q2 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Blackston Financial Advisory Group, LLC 110.36%0.36%0.36%Q2 2022Q2 20221
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2014Q1 20141
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q4 2013Q4 20131
HB Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Gibson Wealth Advisors LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q1 2013Q1 20131
Spears Abacus Advisors LLC 110.03%0.03%0.03%Q4 2019Q4 20191
TimeScale Financial, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Concorde Financial Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q2 2017Q2 20171
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
STRATEGIC CAPITAL ADVISERS, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Merit Financial Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
COMMONS CAPITAL, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Shilanski & Associates, Inc. 110.38%0.38%0.38%Q2 2019Q2 20191
Simplicity Wealth,LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Platte River Wealth Advisors, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q3 2013Q3 20131
DAVIDSON INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2023Q3 20231
PRW Wealth Management LLC 110.11%0.11%0.11%Q2 2021Q2 20211
SHUFRO ROSE & CO LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Clientfirst Wealth Management, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Salomon & Ludwin, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Integrity Financial Corp /WA 110.00%0.00%0.00%Q3 2022Q3 20221
Kraft, Davis & Associates, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Coury Firm Asset Management LLC 110.20%0.20%0.20%Q1 2022Q1 20221
New Potomac Partners, LLC 110.62%0.62%0.62%Q3 2023Q3 20231
Alden Global Capital LLC 1145.24%45.24%45.24%Q3 2023Q3 20231
Lion Street Advisors, LLC 110.83%0.83%0.83%Q1 2020Q1 20201
Windsor Wealth Management, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
D.B. Root & Company, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Permit Capital Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
CAPSTONE INVESTMENT ADVISORS, LLC 110.64%0.64%0.64%Q4 2018Q4 20181
Sterling Investment Counsel, LLC 110.35%0.35%0.35%Q1 2023Q1 20231
Crow Point Partners, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Osborn Williams & Donohoe LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Future Financial Wealth Managment LLC 111.25%1.25%1.25%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
EHP Funds Inc. 112.90%2.90%2.90%Q2 2023Q2 20231
BMS Financial Advisors, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
Black Maple Capital Management LP 113.23%3.23%3.23%Q3 2023Q3 20231
Steigerwald, Gordon & Koch Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Burt Wealth Advisors 110.01%0.01%0.01%Q1 2016Q1 20161
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Rinkey Investments 111.34%1.34%1.34%Q2 2023Q2 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.05%0.05%0.05%Q4 2018Q4 20181
RE Dickinson Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Susquehanna International Group Ltd. 110.39%0.39%0.39%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.10%0.10%0.10%Q1 2019Q1 20191
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.36%0.36%0.36%Q3 2023Q3 20231
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
S.A. Mason LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Global Assets Advisory, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Portfolio Strategies Inc 110.02%0.02%0.02%Q4 2016Q4 20161
Gemmer Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ACUTE INVESTMENT ADVISORY, LLC 110.50%0.50%0.50%Q4 2021Q4 20211
Secure Asset Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
GENWORTH FINANCIAL INC 110.92%0.92%0.92%Q2 2013Q2 20131
Alpine Global Management, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
WPWealth LLP 110.13%0.13%0.13%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Atlas Private Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Quadrant Private Wealth Management, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
F3Logic, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.01%0.01%0.01%Q2 2022Q2 20221
STAPP WEALTH MANAGEMENT, PLLC 110.13%0.13%0.13%Q3 2022Q3 20221
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q1 2018Q1 20181
Sage Financial Management Group, Inc. 110.11%0.11%0.11%Q1 2021Q1 20211
Independent Advisor Alliance 110.20%0.20%0.20%Q4 2019Q4 20191
Silicon Hills Wealth Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
BlueCrest Capital Management LLP 110.05%0.05%0.05%Q2 2013Q2 20131
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Horrell Capital Management, Inc. 110.03%0.03%0.03%Q1 2016Q1 20161
HBK INVESTMENTS L P 110.01%0.01%0.01%Q3 2018Q3 20181
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Blueprint Investment Partners LLC 110.87%0.87%0.87%Q1 2023Q1 20231
Ashfield Capital Partners, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
PAYDEN & RYGEL 110.47%0.47%0.47%Q1 2015Q1 20151
PALISADE CAPITAL MANAGEMENT, LP 110.27%0.27%0.27%Q4 2017Q4 20171
Requisite Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Register Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 111.26%1.26%1.26%Q2 2013Q2 20131
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
VitalStone Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NTV ASSET MANAGEMENT LLC 110.26%0.26%0.26%Q2 2013Q2 20131
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Richard W. Paul & Associates, LLC 110.94%0.94%0.94%Q1 2023Q1 20231
Fortress Investment Group LLC 110.33%0.33%0.33%Q3 2015Q3 20151
Evolution Wealth Advisors, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Ipsen Advisor Group LLC 110.80%0.80%0.80%Q4 2022Q4 20221
Mill Creek Capital Advisors, LLC 111.25%1.25%1.25%Q4 2022Q4 20221
CXI Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
TFB Advisors LLC 111.94%1.94%1.94%Q1 2023Q1 20231
Spectrum Planning & Advisory Services Inc. 110.30%0.30%0.30%Q4 2020Q4 20201
Beck Bode, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Parker Financial LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Blackstone Inc. 110.83%0.83%0.83%Q1 2020Q1 20201
St. Johns Investment Management Company, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
LaSalle St. Investment Advisors, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Traverso Chambers Private Wealth Management, LLC 110.22%0.22%0.22%Q1 2020Q1 20201
LEVEL FOUR FINANCIAL, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
Progressive Investment Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
AMI ASSET MANAGEMENT CORP 110.01%0.01%0.01%Q3 2020Q3 20201
Capula Management Ltd 110.87%0.87%0.87%Q2 2020Q2 20201
Olympiad Research LP 113.50%3.50%3.50%Q4 2019Q4 20191
Pine Valley Investments Ltd Liability Co 110.06%0.06%0.06%Q3 2023Q3 20231
Annex Advisory Services, LLC 110.12%0.12%0.12%Q2 2014Q2 20141
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Hartford Financial Management Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Passport Capital, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
OneAscent Financial Services LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Kensington Asset Management, LLC 1142.89%42.89%42.89%Q4 2021Q4 20211
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Miura Global Management 113.04%3.04%3.04%Q1 2016Q1 20161
SYKON CAPITAL LLC 110.12%0.12%0.12%Q3 2023Q3 20231
KPP Advisory Services LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
FRONTIER INVESTMENT MGMT CO 110.02%0.02%0.02%Q3 2016Q3 20161
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
J.P. Morgan Private Wealth Advisors LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Envestnet Portfolio Solutions, Inc. 110.17%0.17%0.17%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ROGCO, LP 110.00%0.00%0.00%Q3 2023Q3 20231
SYON CAPITAL LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Claybrook Capital, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
SYNTAX RESEARCH, INC. 110.82%0.82%0.82%Q3 2023Q3 20231
CMT Asset Management Ltd 110.02%0.02%0.02%Q4 2013Q4 20131
Vanguard Personalized Indexing Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Signator Financial Services, Inc. 110.06%0.06%0.06%Q2 2013Q2 20131
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
IEQ CAPITAL, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Merriman Wealth Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Column Capital Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PITCAIRN CO 110.12%0.12%0.12%Q3 2023Q3 20231
MACKENZIE FINANCIAL CORP 110.07%0.07%0.07%Q1 2019Q1 20191
LexAurum Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
J. Goldman & Co LP 110.12%0.12%0.12%Q1 2018Q1 20181
Summit Global Investments 110.02%0.02%0.02%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.08%0.08%0.08%Q2 2021Q2 20211
FIRST COMMUNITY TRUST NA 112.10%2.10%2.10%Q3 2023Q3 20231
Ahrens Investment Partners LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Vident Advisory, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Water Oak Advisors LLC 113.50%3.50%3.50%Q3 2014Q3 20141
Longer Investments Inc. 112.50%2.50%2.50%Q2 2013Q2 20131
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
WELCH & FORBES LLC 110.00%0.00%0.00%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
MONETA GROUP INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Ballentine Partners, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
CAPITAL ONE, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q4 2019Q4 20191
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
LITTLE HOUSE CAPITAL LLC 110.05%0.05%0.05%Q1 2019Q1 20191
TDAM USA INC. 110.55%0.55%0.55%Q3 2013Q3 20131
TFO Wealth Partners, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Lee Financial Co 110.01%0.01%0.01%Q4 2021Q4 20211
Deer Park Road Corp 111.23%1.23%1.23%Q3 2022Q3 20221
BOK Financial Private Wealth, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MASTERS CAPITAL MANAGEMENT LLC 113.65%3.65%3.65%Q3 2015Q3 20151
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Peninsula Wealth, LLC 110.21%0.21%0.21%Q3 2020Q3 20201
Legacy Trust 110.08%0.08%0.08%Q1 2023Q1 20231
PICTET BANK & TRUST Ltd 110.21%0.21%0.21%Q1 2019Q1 20191
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
WEST CHESTER CAPITAL ADVISORS, INC 110.62%0.62%0.62%Q3 2023Q3 20231
Laird Norton Wetherby Trust Company, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
CMC Financial Group 110.47%0.47%0.47%Q2 2019Q2 20191
Kozak & Associates, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Berkshire Bank 110.10%0.10%0.10%Q3 2020Q3 20201
Del Mar Asset Management, LP 110.13%0.13%0.13%Q2 2013Q2 20131
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Avestar Capital, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
STRINGER ASSET MANAGEMENT, LLC 110.55%0.55%0.55%Q3 2022Q3 20221
AEGON USA Investment Management, LLC 110.29%0.29%0.29%Q2 2013Q2 20131
HIGHLAND CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q1 2016Q1 20161
Ceros Financial Services Inc. 110.34%0.34%0.34%Q1 2019Q1 20191
Platform Technology Partners 110.10%0.10%0.10%Q1 2023Q1 20231
SHELTON CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
LifePro Asset Management 112.58%2.58%2.58%Q3 2022Q3 20221
Waldron Private Wealth LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Hartree Partners, LP 110.17%0.17%0.17%Q4 2019Q4 20191
Centennial Wealth Advisory LLC 111.16%1.16%1.16%Q1 2023Q1 20231
PEAK6 Group LLC 110.05%0.05%0.05%Q2 2014Q2 20141
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
B. Riley Financial, Inc. 112.88%2.88%2.88%Q1 2018Q1 20181
Commonwealth Financial Services, LLC 112.37%2.37%2.37%Q1 2015Q1 20151
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BRR OpCo, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
ING GROEP NV 110.07%0.07%0.07%Q1 2023Q1 20231
Bell Bank 110.93%0.93%0.93%Q4 2020Q4 20201
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HARBOR CAPITAL ADVISORS, INC. 110.04%0.04%0.04%Q4 2023Q4 20231
TFC Financial Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q2 2021Q2 20211
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Paulson & Co. 110.04%0.04%0.04%Q3 2017Q3 20171
SCOGGIN MANAGEMENT LP 110.09%0.09%0.09%Q1 2015Q1 20151
LMCG INVESTMENTS, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Edmonds Duncan Registered Investment Advisors, LLC 114.30%4.30%4.30%Q3 2023Q3 20231
Peak Financial Management, Inc. 110.09%0.09%0.09%Q3 2020Q3 20201
GETCO Holding Company, LLC 110.42%0.42%0.42%Q2 2013Q2 20131
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
361 CAPITAL LLC 118.46%8.46%8.46%Q1 2016Q1 20161
DB Wealth Management Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Roundview Capital LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Advisor Resource Council 110.04%0.04%0.04%Q4 2021Q4 20211
COWA, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
BAROMETER CAPITAL MANAGEMENT INC. 110.00%0.00%0.00%Q2 2022Q2 20221
BURNEY CO/ 110.02%0.02%0.02%Q4 2017Q4 20171
Smart Money Group LLC 110.14%0.14%0.14%Q3 2020Q3 20201
Midwest Wealth Management Inc. 110.22%0.22%0.22%Q4 2020Q4 20201
Aristides Capital LLC 112.17%2.17%2.17%Q3 2022Q3 20221
SPRING CREEK CAPITAL LLC 110.20%0.20%0.20%Q4 2018Q4 20181
SeaBridge Investment Advisors LLC 111.25%1.25%1.25%Q3 2023Q3 20231
NEXT Financial Holdings 111.04%1.04%1.04%Q1 2019Q1 20191
Urban Wealth Management, LLC 118.19%8.19%8.19%Q4 2020Q4 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.87%1.87%1.87%Q2 2022Q2 20221
Atlantic Union Bankshares Corp 110.03%0.03%0.03%Q4 2020Q4 20201
Blooom, Inc. 110.16%0.16%0.16%Q2 2021Q2 20211
TIEDEMANN ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q3 2021Q3 20211
FNY Managed Accounts LLC 110.19%0.19%0.19%Q3 2014Q3 20141
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
GREENWOOD GEARHART INC 112.01%2.01%2.01%Q3 2023Q3 20231
Brookfield Asset Management 110.36%0.36%0.36%Q1 2023Q1 20231
SHAYNE & JACOBS, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Tacita Capital Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Douglass Winthrop Advisors, LLC 110.08%0.08%0.08%Q4 2014Q4 20141
Field & Main Bank 110.01%0.01%0.01%Q2 2022Q2 20221
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Orion Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q2 2023Q2 20231
WESTPORT RESOURCES MANAGEMENT INC 110.00%0.00%0.00%Q2 2013Q2 20131
Elequin Capital, LP 110.01%0.01%0.01%Q1 2022Q1 20221
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 110.58%0.58%0.58%Q4 2018Q4 20181
Capital One Investing, Inc. 110.06%0.06%0.06%Q1 2019Q1 20191
MBA Advisors LLC 110.13%0.13%0.13%Q1 2021Q1 20211
Prostatis Group LLC 110.75%0.75%0.75%Q4 2019Q4 20191
DigitalBridge Group, Inc. 111.38%1.38%1.38%Q2 2022Q2 20221
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q1 2019Q1 20191
Vivaldi Capital Management LP 110.10%0.10%0.10%Q4 2019Q4 20191
Harbour Capital Advisors, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Strategic Wealth Partners Group, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Wealthspire Advisors, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
AWM CAPITAL, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2021Q2 20211
Riverview Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
Winch Advisory Services, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Svenska Handelsbanken AB (publ) 110.02%0.02%0.02%Q4 2016Q4 20161
Tempus Wealth Planning, LLC 110.23%0.23%0.23%Q3 2022Q3 20221
Filbrandt Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Tradeworx Inc. 110.16%0.16%0.16%Q2 2013Q2 20131
Better Money Decisions, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CAXTON ASSOCIATES LP 111.48%1.48%1.48%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Berry Street Capital Management LLP 114.80%4.80%4.80%Q2 2022Q2 20221
Benedetti & Gucer, Inc. 110.38%0.38%0.38%Q3 2023Q3 20231
Koss-Olinger Consulting, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Camelot Portfolios, LLC 110.31%0.31%0.31%Q3 2015Q3 20151
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
BALYASNY ASSET MANAGEMENT L.P. 110.24%0.24%0.24%Q4 2014Q4 20141
Baymount Management LP 110.66%0.66%0.66%Q3 2022Q3 20221
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Keystone Financial Services 110.17%0.17%0.17%Q4 2021Q4 20211
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Horan Capital Advisors, LLC. 110.03%0.03%0.03%Q3 2020Q3 20201
Centerstone Investors, LLC 111.77%1.77%1.77%Q4 2021Q4 20211
Avalon Investment & Advisory 110.27%0.27%0.27%Q3 2015Q3 20151
SECURITY ASSET MANAGEMENT 110.34%0.34%0.34%Q1 2023Q1 20231
CAROLINAS WEALTH CONSULTING LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BRYN MAWR TRUST Co 110.02%0.02%0.02%Q1 2014Q1 20141
WNY Asset Management, LLC 110.76%0.76%0.76%Q3 2023Q3 20231
Goldstream Capital Management Ltd 110.30%0.30%0.30%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
OXFORD FINANCIAL GROUP, LTD. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Farmer Steven Patrick 110.57%0.57%0.57%Q2 2022Q2 20221
OSTERWEIS CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q4 2020Q4 20201
Delos Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Wright Fund Management, LLC 1117.29%17.29%17.29%Q1 2023Q1 20231
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
HMS Capital Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Systelligence, LLC 112.54%2.54%2.54%Q4 2023Q4 20231
COURIER CAPITAL LLC 110.11%0.11%0.11%Q2 2018Q2 20181
Taika Capital, LP 110.38%0.38%0.38%Q2 2023Q2 20231
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Circle Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q1 2023Q1 20231
BRINKER CAPITAL INC 110.07%0.07%0.07%Q3 2019Q3 20191
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Independent Wealth Network Inc. 110.34%0.34%0.34%Q4 2021Q4 20211
New World Advisors LLC 118.23%8.23%8.23%Q2 2021Q2 20211
CUMBERLAND ADVISORS INC 110.31%0.31%0.31%Q4 2020Q4 20201
ARES MANAGEMENT LLC 110.78%0.78%0.78%Q2 2021Q2 20211
Gladstone Institutional Advisory LLC 110.08%0.08%0.08%Q1 2020Q1 20201
AT Bancorp 110.18%0.18%0.18%Q1 2019Q1 20191
Visionary Wealth Advisors 110.31%0.31%0.31%Q4 2021Q4 20211
Badgley Phelps Wealth Managers, LLC 110.45%0.45%0.45%Q3 2022Q3 20221
AFFINITY WEALTH MANAGEMENT LLC 110.34%0.34%0.34%Q1 2020Q1 20201
External links

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