ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2210.00%0.00%0.03%Q2 2013Q3 202382
Citadel Advisors 2910.00%0.01%0.07%Q1 2014Q3 202372
LEAVELL INVESTMENT MANAGEMENT, INC. 6010.46%5.72%28.75%Q2 2008Q3 202361
HUNTINGTON NATIONAL BANK 36190.00%0.07%0.28%Q1 2009Q3 202360
Rehmann Capital Advisory Group 43150.03%0.98%3.14%Q4 2008Q3 202358
WOLVERINE TRADING, LLC 1810.00%0.02%0.09%Q3 2016Q3 202354
CREDIT SUISSE AG/ 43430.00%0.01%0.05%Q1 2013Q3 202350
UBS Group AG 36360.00%0.15%0.36%Q4 2014Q3 202349
THRIVENT FINANCIAL FOR LUTHERANS 3010.00%0.02%0.17%Q2 2013Q3 202348
Zhang Financial LLC 47470.19%1.79%4.29%Q1 2012Q3 202347
HighTower Advisors, LLC 42420.00%0.12%0.42%Q2 2013Q3 202346
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.04%Q1 2012Q3 202346
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.01%0.04%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.12%0.23%0.44%Q4 2012Q3 202344
Cetera Advisor Networks LLC 43430.06%0.27%0.90%Q1 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.17%0.34%Q2 2013Q3 202343
US BANCORP \DE\ 42420.00%0.13%0.91%Q2 2013Q3 202343
CITIGROUP INC 42420.00%0.01%0.06%Q2 2013Q3 202343
Freedom Investment Management, Inc. 43430.11%0.81%3.59%Q1 2013Q3 202343
COMMERCE BANK 43430.02%0.08%0.14%Q1 2013Q3 202343
Smithfield Trust Co 42420.01%0.59%5.07%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.03%0.80%2.93%Q2 2013Q3 202342
America First Investment Advisors, LLC 42420.50%2.85%8.06%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.03%0.26%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.03%0.13%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.02%0.17%0.82%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.30%1.28%10.71%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.10%0.80%Q2 2013Q3 202342
INSIGHT 2811, INC. 42420.32%18.54%48.99%Q2 2013Q3 202342
King Wealth Management Group 42420.43%0.66%1.38%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.03%0.12%0.21%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.57%1.62%3.52%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.00%0.01%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.25%1.03%2.70%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42420.02%0.19%0.46%Q2 2013Q3 202342
Family Capital Trust Co 42420.00%2.18%9.66%Q2 2013Q3 202342
Bangor Savings Bank 42420.00%0.27%0.69%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.15%0.43%Q2 2013Q3 202342
American Investment Services, Inc. 42420.13%0.93%4.56%Q2 2013Q3 202342
SNS Financial Group, LLC 42420.03%0.34%1.38%Q1 2013Q2 202342
ROYAL BANK OF CANADA 42420.03%0.07%0.28%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.03%0.19%0.47%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42421.20%4.99%7.12%Q2 2013Q3 202342
EVERGREEN CAPITAL MANAGEMENT LLC 42420.25%1.68%9.31%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.03%0.44%0.79%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.02%0.09%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.58%5.80%8.95%Q2 2013Q3 202342
LPL Financial LLC 42420.09%0.26%0.47%Q2 2013Q3 202342
Creative Planning 42420.01%0.02%0.04%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.08%0.16%0.29%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.20%0.47%1.41%Q2 2013Q3 202342
Twele Capital Management, Inc. 42420.42%2.26%5.45%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.00%0.03%0.13%Q2 2013Q3 202342
Cetera Advisors LLC 42420.03%0.25%0.83%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.25%1.72%7.09%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.10%0.32%1.00%Q2 2013Q3 202342
WEALTHCARE CAPITAL MANAGEMENT LLC 42420.00%0.37%1.77%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.03%0.12%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.09%0.35%0.90%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.04%0.08%0.18%Q2 2013Q3 202342
Carlton Hofferkamp & Jenks Wealth Management, LLC 42422.67%4.96%7.99%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.05%3.31%8.26%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.38%0.50%0.61%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.05%0.20%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.26%3.40%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.03%0.10%0.31%Q2 2013Q3 202342
HSBC HOLDINGS PLC 2110.00%0.05%0.41%Q1 2012Q3 202342
B. Riley Wealth Advisors, Inc. 42420.01%0.27%0.63%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.44%3.30%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.20%1.19%4.99%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%2.83%6.56%Q2 2013Q3 202342
Sandy Spring Bank 42420.00%0.02%0.09%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.01%0.07%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.03%0.10%0.20%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.05%0.11%0.25%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.05%0.14%0.32%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.06%0.41%1.36%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.02%0.06%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.03%0.10%0.37%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.03%0.12%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.02%0.06%0.15%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.34%1.19%3.95%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.01%0.10%0.52%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.07%0.10%0.14%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.04%0.21%0.73%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 41410.24%0.49%1.30%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.19%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.11%0.29%0.60%Q3 2013Q4 202341
Horizon Investments, LLC 30110.00%1.51%13.72%Q2 2013Q3 202341
BUCKINGHAM STRATEGIC WEALTH, LLC 4010.15%0.59%1.27%Q2 2013Q3 202341
Atria Investments, Inc 27140.03%0.56%3.43%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 22190.09%0.28%1.50%Q2 2013Q3 202341
STALEY CAPITAL ADVISERS INC 41410.05%0.26%0.54%Q2 2013Q2 202341
ASSETMARK, INC 41410.18%1.51%5.52%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.00%0.06%0.26%Q3 2013Q3 202341
HOWE & RUSLING INC 3830.00%0.08%0.42%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.06%0.23%0.72%Q2 2013Q3 202341
CAMBIAR INVESTORS LLC 29110.03%0.14%0.34%Q1 2013Q3 202340
WEBSTER BANK, N. A. 40400.01%0.08%0.41%Q4 2013Q3 202340
MILLENNIUM MANAGEMENT LLC 3460.00%0.06%0.13%Q2 2013Q3 202340
M&T BANK CORP 25150.00%0.03%0.16%Q3 2013Q3 202340
MUFG Americas Holdings Corp 3910.00%0.04%0.13%Q4 2010Q1 202240
Brookstone Capital Management 40400.04%1.37%10.92%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.01%0.04%0.11%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.16%0.35%0.69%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.01%0.04%Q4 2013Q3 202340
FARMERS & MERCHANTS INVESTMENTS INC 3370.00%0.00%0.02%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.03%0.15%0.66%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.02%0.16%0.41%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.04%0.15%0.53%Q4 2013Q3 202340
PineBridge Investments, L.P. 29110.03%1.60%4.42%Q2 2013Q3 202340
North Star Investment Management Corp. 3910.02%0.34%1.42%Q2 2013Q3 202340
BANK HAPOALIM BM 40400.06%0.47%1.42%Q4 2013Q3 202340
BLAIR WILLIAM & CO/IL 30100.00%0.01%0.04%Q2 2013Q3 202340
COMERICA BANK 3910.01%0.04%0.23%Q2 2013Q3 202340
WHITTIER TRUST CO 3450.00%0.01%0.03%Q2 2013Q3 202339
ARGI Investment Services, LLC 39390.08%0.75%1.98%Q2 2013Q4 202239
BESSEMER GROUP INC 3810.00%0.00%0.00%Q2 2013Q3 202339
BlackRock Inc. 3720.00%0.02%0.03%Q4 2013Q3 202339
BANK OF THE WEST 39390.02%0.19%0.66%Q2 2013Q4 202239
AMERICAN INTERNATIONAL GROUP, INC. 27120.01%0.03%0.06%Q2 2013Q3 202339
First Horizon Advisors, Inc. 2010.00%0.72%12.38%Q2 2012Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.02%0.03%0.05%Q2 2013Q4 202239
Avior Wealth Management, LLC 25140.06%0.93%2.81%Q4 2013Q3 202339
FRANKLIN RESOURCES INC 3410.00%0.00%0.00%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.14%0.26%0.69%Q1 2014Q3 202339
Legacy Private Trust Co. 3410.04%0.47%1.56%Q3 2013Q3 202338
Goelzer Investment Management, Inc. 38380.03%0.30%0.81%Q2 2014Q3 202338
ARROW FINANCIAL CORP 38380.01%0.10%0.36%Q2 2014Q3 202338
Mount Lucas Management LP 38380.91%14.60%62.70%Q2 2014Q3 202338
CIBC Private Wealth Group, LLC 3710.00%0.01%0.03%Q1 2014Q3 202338
Perigon Wealth Management, LLC 2110.02%0.15%1.01%Q3 2011Q3 202338
CAPTRUST FINANCIAL ADVISORS 3210.00%0.54%3.08%Q2 2013Q3 202338
SHAKER INVESTMENTS LLC/OH 3170.12%0.60%1.49%Q4 2013Q2 202338
Stratos Wealth Partners, LTD. 37370.09%0.52%3.76%Q3 2014Q3 202337
TOMPKINS FINANCIAL CORP 2610.00%0.15%0.58%Q2 2014Q4 202337
WESBANCO BANK INC 26110.01%0.11%0.69%Q2 2014Q3 202337
Brinker Capital Investments, LLC 2710.04%0.46%1.48%Q2 2013Q4 202236
VALLEY NATIONAL ADVISERS INC 36360.01%0.08%0.24%Q4 2014Q3 202336
People's United Financial, Inc. 36360.02%0.76%1.56%Q2 2013Q1 202236
Advisory Services Network, LLC 2710.01%0.40%0.76%Q4 2013Q3 202336
Ameritas Investment Partners, Inc. 36360.02%0.05%0.14%Q4 2014Q3 202336
Prospera Financial Services Inc 1810.02%0.50%5.52%Q2 2013Q3 202336
Peak Asset Management, LLC 36360.46%1.66%2.81%Q4 2014Q3 202336
Community Bank, N.A. 36360.01%0.14%1.01%Q4 2014Q3 202336
First Heartland Consultants, Inc. 2810.03%0.65%2.81%Q2 2013Q1 202336
ATWOOD & PALMER INC 3150.01%0.26%3.00%Q2 2014Q3 202336
Mariner, LLC 22140.01%0.10%0.33%Q2 2013Q3 202336
NORTHWEST INVESTMENT COUNSELORS, LLC 2610.02%0.39%1.24%Q2 2013Q3 202336
Family Firm, Inc. 36360.19%0.52%0.81%Q4 2014Q3 202336
LAZARD ASSET MANAGEMENT LLC 20160.00%0.02%0.10%Q2 2013Q3 202336
JANE STREET GROUP, LLC 3210.00%0.03%0.48%Q1 2014Q3 202336
Voya Financial Advisors, Inc. 35350.02%0.71%2.21%Q1 2015Q3 202335
FDx Advisors, Inc. 24110.01%0.22%1.52%Q3 2013Q1 202335
WADE G W & INC 35350.98%2.54%4.75%Q1 2015Q3 202335
AllSquare Wealth Management LLC 25100.16%0.21%0.28%Q4 2014Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.01%Q2 2013Q4 202135
Diversified Portfolios, Inc. 2690.11%0.97%2.74%Q4 2014Q3 202335
Sigma Planning Corp 3050.25%0.57%1.34%Q4 2014Q3 202335
Ironwood Financial, llc 3140.06%1.58%20.39%Q4 2014Q3 202335
Carnegie Capital Asset Management, LLC 2860.01%0.19%0.53%Q3 2014Q3 202334
Baird Financial Group, Inc. 34340.06%0.09%0.14%Q2 2015Q3 202334
WOODMONT INVESTMENT COUNSEL LLC 34340.09%0.26%0.98%Q2 2015Q3 202334
Winfield Associates, Inc. 34340.11%0.51%1.94%Q4 2013Q1 202234
PETTYJOHN, WOOD & WHITE, INC 1610.05%0.10%0.17%Q2 2013Q3 202334
MERIDIAN MANAGEMENT CO 34340.10%0.24%0.76%Q2 2015Q3 202334
Towercrest Capital Management 34340.16%0.56%3.84%Q2 2015Q3 202334
COLONY GROUP LLC 2540.01%0.18%1.81%Q4 2013Q3 202333
First Financial Bank - Trust Division 33330.05%0.15%0.31%Q4 2015Q4 202333
PEAPACK GLADSTONE FINANCIAL CORP 2250.01%0.10%0.51%Q2 2013Q3 202333
Kingfisher Capital LLC 22110.11%0.62%2.57%Q2 2013Q3 202333
MERIDIAN INVESTMENT COUNSEL INC. 33330.15%0.30%0.43%Q4 2013Q4 202133
EASTERN BANK 33330.01%0.96%2.66%Q2 2013Q2 202133
Bragg Financial Advisors, Inc 2030.01%0.05%0.13%Q3 2013Q3 202333
Beaumont Financial Partners, LLC 1910.01%0.34%5.00%Q2 2013Q3 202233
Endurance Wealth Management, Inc. 33330.01%0.11%0.39%Q2 2015Q2 202333
Allworth Financial LP 32320.00%0.00%0.03%Q4 2015Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.01%0.40%1.42%Q4 2015Q3 202332
JNBA Financial Advisors 2420.00%2.72%15.74%Q2 2013Q3 202332
PEOPLES BANK /OH 32320.23%1.60%3.43%Q4 2015Q3 202332
HM PAYSON & CO 2220.00%0.21%0.47%Q2 2013Q3 202132
TRUE Private Wealth Advisors 32320.12%6.75%23.59%Q4 2015Q3 202332
Regal Investment Advisors LLC 1410.01%0.48%3.94%Q2 2013Q3 202332
NORTH AMERICAN MANAGEMENT CORP 32320.07%1.89%6.03%Q2 2013Q1 202132
BANQUE PICTET & CIE SA 22100.00%0.01%0.03%Q4 2013Q3 202332
FOUNDERS FINANCIAL SECURITIES LLC 2840.03%1.82%14.95%Q3 2015Q3 202332
Jaffetilchin Investment Partners, LLC 1710.11%1.31%3.64%Q2 2013Q3 202332
Gradient Investments LLC 1810.00%0.00%0.05%Q2 2013Q3 202332
Baystate Wealth Management LLC 2410.10%0.53%0.99%Q2 2013Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.03%0.08%0.14%Q4 2015Q3 202332
UMB Bank, n.a. 32320.01%0.07%0.33%Q4 2015Q3 202332
CWM, LLC 1630.00%0.03%0.15%Q3 2013Q3 202332
Anchor Investment Management, LLC 32320.01%0.08%0.24%Q1 2016Q4 202332
Country Club Trust Company, n.a. 18130.03%0.17%1.50%Q2 2013Q4 202131
IFP Advisors, Inc 17140.02%0.15%0.46%Q4 2015Q3 202331
EDMOND DE ROTHSCHILD HOLDING S.A. 2380.00%0.13%0.51%Q2 2015Q3 202331
JAG CAPITAL MANAGEMENT, LLC 31310.04%0.13%0.27%Q2 2014Q4 202131
ARKANSAS FINANCIAL GROUP, INC. 31310.05%0.62%1.48%Q4 2013Q2 202131
SG Americas Securities, LLC 1940.00%0.10%1.44%Q1 2015Q3 202331
Dorsey Wright & Associates 1110.04%0.74%4.10%Q3 2013Q3 202331
SIGNATUREFD, LLC 2310.00%0.02%0.23%Q2 2013Q3 202331
Asset Dedication, LLC 2650.02%0.10%0.52%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.02%0.19%0.48%Q1 2016Q3 202331
MinichMacGregor Wealth Management, LLC 19121.20%2.65%10.38%Q4 2015Q3 202331
High Falls Advisors, Inc 31310.08%3.43%12.30%Q4 2015Q2 202331
M Holdings Securities, Inc. 2210.03%0.82%5.74%Q4 2013Q1 202331
PEDDOCK CAPITAL ADVISORS, LLC 2210.00%0.32%1.66%Q4 2013Q3 202231
Harbour Capital Advisors, LLC 2220.15%0.59%1.42%Q1 2013Q2 202131
NEXT Financial Group, Inc 31310.00%0.72%13.05%Q2 2014Q4 202131
Whitegate Investment Counselors, Inc. 3010.12%0.84%2.42%Q1 2014Q3 202331
Snowden Capital Advisors LLC 2280.18%0.88%2.06%Q1 2016Q3 202330
Darwin Wealth Management, LLC 30300.05%1.00%3.09%Q2 2016Q3 202330
TCI Wealth Advisors, Inc. 1810.00%0.21%0.90%Q4 2012Q1 202330
ETRADE Capital Management LLC 30300.02%0.19%0.77%Q2 2013Q3 202030
HEADINVEST, LLC 18120.21%0.59%1.23%Q1 2015Q3 202330
D. SCOTT NEAL, INC. 15150.11%6.79%42.20%Q4 2013Q1 202230
First Allied Advisory Services, Inc. 30300.21%0.75%3.00%Q2 2013Q3 202030
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2910.00%0.54%1.52%Q2 2013Q2 202330
Destination Wealth Management 1310.01%0.05%0.53%Q1 2013Q2 202230
Hudock, Inc. 2550.01%2.36%22.63%Q2 2013Q3 202330
Advisory Alpha, LLC 2010.00%1.40%5.08%Q4 2013Q1 202229
First Washington CORP 29290.02%0.02%0.03%Q4 2014Q4 202129
Crestwood Advisors Group, LLC 2710.01%0.05%0.14%Q1 2015Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.00%0.01%Q3 2013Q3 202329
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2610.10%0.25%0.57%Q1 2016Q3 202329
Evercore Wealth Management, LLC 1240.00%0.02%0.12%Q2 2013Q1 202229
Mechanics Bank Trust Department 29290.06%0.13%0.27%Q3 2016Q3 202329
Krilogy Financial LLC 1810.03%0.08%0.55%Q3 2015Q3 202329
Riggs Asset Managment Co. Inc. 1420.00%0.98%8.25%Q2 2014Q3 202329
NATIXIS ADVISORS, L.P. 2360.01%0.03%0.09%Q2 2013Q4 202029
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1240.03%0.53%2.02%Q4 2015Q3 202329
Pure Financial Advisors, LLC 2270.11%0.37%0.62%Q1 2016Q4 202329
WEALTHSOURCE PARTNERS, LLC 15140.04%0.29%1.04%Q1 2016Q2 202329
Sargent Bickham Lagudis LLC 28280.01%0.23%1.83%Q1 2016Q4 202228
Parallel Advisors, LLC 28280.01%0.07%0.30%Q4 2016Q3 202328
MEEDER ASSET MANAGEMENT INC 1410.00%0.81%5.42%Q4 2014Q1 202228
APPLETON PARTNERS INC/MA 28280.02%0.06%0.34%Q1 2017Q4 202328
AUA CAPITAL MANAGEMENT, LLC 28283.02%4.85%14.37%Q4 2016Q3 202328
Carroll Financial Associates, Inc. 2710.00%0.09%0.36%Q4 2014Q4 202128
DIMENSION CAPITAL MANAGEMENT LLC 28281.12%2.68%6.30%Q4 2016Q3 202328
Neuberger Berman Group LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.10%0.21%0.52%Q2 2013Q1 202028
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.14%0.42%Q4 2016Q3 202328
Spectrum Asset Management, Inc. (NB/CA) 28280.10%0.30%0.73%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28280.14%0.62%1.37%Q4 2016Q3 202328
Baker Ellis Asset Management LLC 2620.05%0.72%1.67%Q2 2016Q3 202328
Pointe Capital Management LLC 2350.11%2.60%4.88%Q1 2015Q3 202328
Aveo Capital Partners, LLC 28280.14%1.94%9.47%Q4 2016Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28280.00%0.01%0.09%Q4 2016Q3 202328
Probity Advisors, Inc. 1820.57%0.83%1.16%Q2 2016Q3 202328
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2250.00%0.06%0.13%Q2 2013Q1 202027
Steward Partners Investment Advisory, LLC 27270.01%0.04%0.15%Q1 2017Q3 202327
IHT Wealth Management, LLC 17100.03%0.21%2.80%Q4 2016Q3 202327
AE Wealth Management LLC 2040.00%0.30%0.91%Q1 2017Q3 202327
Good Life Advisors, LLC 27270.02%0.30%0.92%Q4 2016Q2 202327
Biltmore Wealth Management, LLC 27270.90%6.48%12.46%Q1 2017Q3 202327
PRUDENTIAL FINANCIAL INC 2210.00%0.02%0.06%Q2 2013Q3 202327
Venturi Wealth Management, LLC 1920.01%1.21%4.02%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.16%0.24%0.65%Q2 2013Q4 201927
LGL PARTNERS, LLC 27270.03%0.39%1.34%Q4 2015Q2 202227
Capital Investment Advisors, LLC 2160.02%0.06%0.26%Q4 2016Q4 202327
BRYN MAWR TRUST Co 1730.01%0.05%0.25%Q1 2013Q3 202326
Tortoise Investment Management, LLC 26260.01%0.10%0.35%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.13%0.40%0.76%Q2 2017Q3 202326
S. R. Schill & Associates 26260.15%0.23%0.32%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.01%0.06%0.25%Q2 2013Q3 201926
Global Retirement Partners, LLC 1970.03%0.11%0.70%Q1 2017Q3 202326
SPINNAKER TRUST 1120.02%0.08%0.17%Q2 2013Q1 202126
Laffer Tengler Investments, Inc. 2150.02%0.06%0.19%Q2 2013Q2 202326
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.10%0.55%1.82%Q2 2017Q3 202326
PALLADIUM PARTNERS LLC 1790.02%0.08%0.18%Q2 2013Q4 201926
Moors & Cabot, Inc. 2330.03%0.10%0.23%Q1 2016Q3 202326
Cornerstone Management, Inc. 2510.00%0.50%0.89%Q4 2014Q4 202126
Bartlett & Co. LLC 1610.00%0.01%0.19%Q2 2013Q4 202326
Lee Financial Co 2510.00%1.02%4.84%Q4 2016Q3 202326
SUNTRUST BANKS INC 26260.04%0.14%0.22%Q2 2013Q3 201926
FARR MILLER & WASHINGTON LLC/DC 26260.03%0.10%0.16%Q2 2015Q3 202126
Madden Advisory Services, Inc. 26260.17%1.01%4.34%Q2 2013Q3 201926
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1410.00%0.01%0.03%Q2 2015Q3 202326
OneDigital Investment Advisors LLC 26260.00%0.09%0.66%Q2 2017Q3 202326
IPG Investment Advisors LLC 1880.10%1.03%2.66%Q4 2016Q3 202326
Patriot Financial Group Insurance Agency, LLC 1810.00%0.04%0.12%Q4 2016Q3 202325
TIGER MANAGEMENT L.L.C. 25250.14%0.27%0.50%Q1 2014Q1 202025
STEPHENS INC /AR/ 2231.00%1.95%2.94%Q2 2013Q3 202325
INGALLS & SNYDER LLC 25250.02%0.04%0.09%Q3 2017Q3 202325
St. James Investment Company, LLC 2410.06%0.30%1.14%Q1 2015Q3 202325
Bray Capital Advisors 2320.01%0.01%0.04%Q2 2015Q3 202325
Cutler Group LLC / CA 14140.00%0.02%0.45%Q2 2020Q3 202325
FormulaFolio Investments, LLC 25250.01%5.81%42.86%Q4 2014Q4 202025
Parkside Financial Bank & Trust 2120.01%0.11%0.55%Q3 2015Q3 202325
LINCOLN NATIONAL CORP 2010.01%0.05%0.21%Q1 2017Q3 202325
Moisand Fitzgerald Tamayo, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
Gemmer Asset Management LLC 1910.01%0.25%1.37%Q1 2016Q3 202325
Westside Investment Management, Inc. 1510.00%0.50%1.54%Q4 2016Q3 202325
United Asset Strategies, Inc. 920.04%0.15%0.27%Q2 2016Q3 202325
NBT BANK N A /NY 2050.05%0.11%0.28%Q2 2013Q3 202325
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 14110.14%0.34%0.95%Q4 2016Q3 202325
Wealthcare Advisory Partners LLC 25250.01%0.26%1.54%Q3 2017Q3 202325
NewEdge Advisors, LLC 2230.04%0.25%0.80%Q2 2017Q3 202325
Van Hulzen Asset Management, LLC 1730.06%0.63%2.02%Q3 2015Q3 202325
FAIRFIELD, BUSH & CO. 25250.09%0.55%1.82%Q3 2017Q3 202325
SFMG, LLC 1510.02%0.99%12.16%Q2 2013Q3 202325
Ancora Advisors LLC 1810.00%0.07%0.29%Q2 2013Q3 202325
Bison Wealth, LLC 1120.01%0.30%2.31%Q3 2015Q3 202325
VICUS CAPITAL 1960.09%1.44%11.73%Q2 2013Q3 202325
Martin Capital Partners, LLC 25251.00%1.62%1.93%Q4 2017Q4 202325
TIAA, FSB 25250.01%0.11%0.42%Q2 2017Q2 202325
Belpointe Asset Management LLC 25250.10%0.84%10.38%Q3 2017Q3 202325
Migdal Insurance & Financial Holdings Ltd. 25250.00%0.02%0.11%Q3 2017Q3 202325
Barry Investment Advisors, LLC 24240.13%3.47%12.93%Q4 2017Q3 202324
Gibraltar Capital Management, Inc. 24240.19%0.60%0.93%Q4 2016Q3 202224
Acropolis Investment Management, LLC 1770.03%0.42%3.46%Q1 2017Q3 202324
Mutual Advisors, LLC 24240.16%0.42%0.66%Q4 2017Q3 202324
USCA RIA LLC 1770.02%0.08%0.18%Q3 2014Q3 202024
Ausdal Financial Partners, Inc. 1730.12%0.69%3.30%Q4 2015Q3 202324
BEACON INVESTMENT ADVISORY SERVICES, INC. 2130.02%0.47%3.44%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.16%0.27%Q4 2017Q3 202324
SigFig Wealth Management, LLC 24240.11%0.44%1.97%Q4 2017Q3 202324
NVWM, LLC 24240.00%0.27%1.09%Q4 2017Q3 202324
Symmetry Partners, LLC 2310.05%0.14%0.32%Q1 2017Q4 202324
180 WEALTH ADVISORS, LLC 24240.18%0.32%0.60%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
TELEMUS CAPITAL, LLC 24240.43%0.63%1.03%Q4 2017Q3 202324
Midwest Professional Planners, LTD. 24240.22%3.18%9.21%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.09%0.32%0.54%Q4 2017Q3 202324
Busey Bank 24240.02%0.02%0.04%Q4 2017Q3 202324
Acorns Advisers, LLC 2020.00%5.33%14.38%Q2 2017Q3 202324
Founders Capital Management 13110.08%0.12%0.17%Q1 2017Q2 202324
Columbus Macro, LLC 24240.10%1.68%3.77%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24240.29%0.74%1.31%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24240.40%1.65%4.15%Q4 2017Q3 202324
Mirae Asset Global Investments Co., Ltd. 2110.00%0.08%0.62%Q3 2013Q3 202324
Polaris Wealth Advisory Group, LLC 2310.04%1.29%4.94%Q2 2013Q3 202324
STEPHENS GROUP ASSET MANAGEMENT, LLC 24240.03%0.06%0.12%Q4 2017Q3 202324
BDO Wealth Advisors, LLC 2220.00%0.12%0.43%Q2 2017Q2 202324
AdvisorNet Financial, Inc 24240.00%0.05%0.36%Q4 2017Q3 202324
BOKF, NA 1590.01%0.04%0.13%Q3 2017Q3 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.03%0.12%Q4 2016Q3 202324
STATE STREET CORP 24240.00%0.01%0.02%Q4 2017Q3 202324
Bryn Mawr Capital Management, LLC 1850.06%0.22%0.41%Q3 2017Q3 202323
Tower View Wealth Management LLC 13100.13%0.39%0.65%Q4 2017Q3 202323
Stevens First Principles Investment Advisors 1730.01%0.02%0.15%Q2 2013Q2 201923
Johnson Financial Group, Inc. 2010.00%0.04%0.20%Q2 2016Q3 202323
JUNCTURE WEALTH STRATEGIES, LLC 1310.13%0.57%1.58%Q4 2014Q2 202323
PACIFIC FINANCIAL GROUP INC 2010.09%2.17%7.75%Q3 2015Q3 202323
Csenge Advisory Group 1940.05%0.30%0.93%Q3 2017Q3 202323
Deane Retirement Strategies, Inc. 1850.07%4.50%20.73%Q3 2016Q3 202323
DeDora Capital, Inc. 1670.19%0.42%1.03%Q4 2017Q3 202323
Exchange Capital Management, Inc. 13100.02%0.38%1.12%Q3 2015Q4 202123
Banco Santander, S.A. 23230.01%0.16%0.68%Q1 2018Q3 202323
SouthState Corp 1910.04%2.16%4.98%Q2 2013Q3 202323
Betterment LLC 23230.00%0.03%0.07%Q1 2018Q3 202323
Advanced Asset Management Advisors Inc 2030.16%1.39%4.58%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.04%0.16%Q1 2018Q3 202323
Quantum Capital Management, LLC / NJ 23230.72%2.74%5.98%Q1 2014Q3 201923
PFS INVESTMENTS INC. 23230.34%0.98%10.37%Q4 2017Q2 202323
HL FINANCIAL SERVICES LLC 1850.02%0.17%0.73%Q2 2013Q1 201923
Shepherd Financial Partners LLC 2030.09%1.09%3.96%Q2 2017Q3 202323
MEITAV INVESTMENT HOUSE LTD 1850.01%0.03%0.06%Q4 2017Q3 202323
Biltmore Family Office, LLC 2210.04%1.34%5.15%Q4 2017Q3 202323
COMERICA SECURITIES INC 23230.06%0.39%1.35%Q2 2013Q4 201823
COURIER CAPITAL LLC 1760.05%0.10%0.25%Q2 2013Q1 201923
Financial Management Professionals, Inc. 23230.05%0.08%0.14%Q1 2018Q3 202323
CX Institutional 22220.02%1.19%2.46%Q2 2018Q3 202322
1834 INVESTMENT ADVISORS CO 1930.02%0.02%0.03%Q4 2017Q3 202322
MV CAPITAL MANAGEMENT, INC. 1480.00%0.40%2.77%Q4 2014Q1 202222
Valmark Advisers, Inc. 2020.01%0.68%1.45%Q2 2013Q4 202022
FMR LLC 2110.00%0.01%0.06%Q1 2018Q3 202322
AMARILLO NATIONAL BANK 22220.16%0.26%0.41%Q2 2018Q3 202322
CHILTON CAPITAL MANAGEMENT LLC 1610.00%0.02%0.03%Q2 2013Q2 202222
Strategic Wealth Partners, Ltd. 22220.19%0.93%5.10%Q4 2017Q1 202322
Sowell Financial Services LLC 1020.03%0.39%1.58%Q4 2016Q3 202322
DUMONT & BLAKE INVESTMENT ADVISORS LLC 22220.09%0.12%0.16%Q3 2013Q4 201822
McIlrath & Eck, LLC 22220.01%0.02%0.03%Q2 2018Q3 202322
1832 Asset Management L.P. 1820.00%0.03%0.13%Q4 2014Q3 202322
MASSMUTUAL TRUST CO FSB/ADV 2110.00%0.04%0.11%Q1 2017Q4 202322
WealthShield Partners, LLC 1750.02%0.34%1.52%Q4 2017Q3 202322
BRIGHTON JONES LLC 1410.01%0.11%0.32%Q2 2013Q3 202222
BerganKDV Wealth Management, LLC 2110.01%0.27%1.83%Q1 2017Q2 202322
IndexIQ Advisors LLC 1810.00%3.63%11.48%Q2 2013Q1 202122
Norway Savings Bank 22220.00%0.00%0.00%Q4 2016Q1 202222
Sarasin & Partners LLP 1480.03%0.05%0.08%Q1 2016Q3 202122
BEESE FULMER INVESTMENT MANAGEMENT, INC. 12100.02%0.06%0.14%Q1 2016Q4 202122
Pinnacle Advisory Group, Inc. 1410.02%0.36%1.37%Q2 2013Q1 202122
Robinson Value Management, Ltd. 1210.72%1.01%1.86%Q4 2016Q3 202322
Citizens Business Bank 22220.03%0.04%0.06%Q1 2017Q2 202222
GAMBLE JONES INVESTMENT COUNSEL 22220.50%0.73%1.32%Q3 2017Q4 202222
COLDSTREAM CAPITAL MANAGEMENT INC 910.08%0.21%0.50%Q2 2013Q3 202322
Omnia Family Wealth, LLC 22220.02%1.87%6.90%Q4 2016Q1 202222
WEST PACES ADVISORS INC. 22220.00%0.26%1.44%Q2 2018Q3 202322
SUNFLOWER BANK, NA WEALTH MANAGEMENT 21210.15%1.91%3.87%Q3 2015Q3 202021
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21210.03%0.37%2.60%Q3 2018Q3 202321
PRIVATE TRUST CO NA 2010.04%0.09%0.16%Q2 2018Q3 202321
HANCOCK WHITNEY CORP 21210.02%0.08%0.12%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.08%0.69%1.39%Q3 2018Q3 202321
Oliver Luxxe Assets LLC 21210.09%0.25%0.68%Q3 2018Q3 202321
Cetera Investment Advisers 2010.09%0.21%0.47%Q1 2016Q3 202321
CWA Asset Management Group, LLC 1560.05%0.29%1.52%Q1 2017Q3 202321
Rain Capital Management, LLC 1740.00%6.07%20.37%Q4 2015Q3 202321
Members Trust Co 1421.84%9.11%12.55%Q2 2016Q3 202321
SIGNET FINANCIAL MANAGEMENT, LLC 1610.02%0.21%0.80%Q4 2014Q3 202121
Bellecapital International Ltd. 21210.18%0.35%0.59%Q3 2018Q3 202321
Relative Value Partners Group, LLC 2010.02%1.84%5.38%Q3 2015Q3 202121
Glenview Trust Co 21210.03%0.33%0.68%Q3 2018Q3 202321
Jackson, Grant Investment Advisers, Inc. 1830.01%0.39%1.29%Q4 2015Q2 202321
Arrow Investment Advisors, LLC 610.34%3.60%6.91%Q3 2015Q3 202321
ALLIANCEBERNSTEIN L.P. 1510.00%0.06%0.32%Q2 2014Q3 202321
FIRST MANHATTAN CO. LLC. 1710.00%0.00%0.00%Q2 2013Q1 202221
CAMDEN NATIONAL BANK 1920.05%0.74%1.46%Q2 2018Q3 202321
SADOFF INVESTMENT MANAGEMENT LLC 21210.02%0.03%0.04%Q3 2017Q3 202221
Brown Advisory Securities, LLC 1290.03%0.25%0.71%Q2 2013Q3 201821
Winch Advisory Services, LLC 1560.16%4.10%13.89%Q2 2015Q3 202321
Fieldpoint Private Securities, LLC 2010.76%1.23%1.89%Q1 2017Q2 202221
Choate Investment Advisors 1380.01%0.01%0.02%Q3 2016Q3 202321
East Coast Asset Management, LLC. 21210.14%0.52%0.98%Q4 2012Q4 201721
Bogart Wealth, LLC 2010.00%0.01%0.07%Q3 2017Q3 202321
Alexandria Capital, LLC 1830.00%0.03%0.09%Q2 2013Q2 201921
Kovack Advisors, Inc. 1610.02%0.28%1.75%Q2 2013Q3 202321
Third Point 21210.01%0.05%0.14%Q4 2017Q4 202221
Estate Counselors, LLC 1310.16%2.18%5.06%Q2 2013Q3 202221
Richard Bernstein Advisors LLC 2010.00%5.80%13.78%Q1 2016Q2 202121
Chevy Chase Trust Holdings, LLC 21210.00%0.00%0.01%Q3 2013Q3 201821
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.04%Q4 2014Q2 202321
Smart Portfolios, LLC 1110.54%2.92%16.82%Q2 2013Q1 202221
Live Your Vision, LLC 11100.01%1.46%4.62%Q2 2013Q1 201921
Jacobi Capital Management LLC 20200.01%0.10%0.17%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.01%1.23%4.63%Q4 2018Q3 202320
UBP Investment Advisors SA 20200.10%2.04%2.96%Q4 2017Q3 202220
BFSG, LLC 20200.11%1.82%5.12%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.12%1.37%4.46%Q4 2018Q3 202320
WealthOne, LLC 20200.09%0.30%1.23%Q4 2018Q3 202320
American Portfolios Advisors 20200.03%0.38%1.07%Q4 2017Q3 202220
TOTH FINANCIAL ADVISORY CORP 1910.00%0.00%0.01%Q4 2017Q3 202320
Arkos Global Advisors 20200.26%0.82%1.68%Q4 2018Q3 202320
Trek Financial, LLC 20200.04%3.02%9.29%Q4 2018Q3 202320
Newfound Research LLC 1520.00%10.89%86.00%Q4 2015Q3 202220
GREAT VALLEY ADVISOR GROUP, INC. 20200.08%0.24%0.63%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.47%0.61%0.84%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.06%0.12%Q4 2018Q3 202320
LEUTHOLD GROUP, LLC 20200.11%0.60%1.90%Q4 2018Q3 202320
RATIONAL ADVISORS LLC 1610.01%1.09%5.21%Q1 2017Q3 202320
Sunbelt Securities, Inc. 1910.03%0.19%0.56%Q4 2016Q3 202320
Koshinski Asset Management, Inc. 1110.04%0.21%0.48%Q2 2016Q3 202320
Lindbrook Capital, LLC 20200.01%0.02%0.06%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.45%0.73%1.09%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.55%5.50%6.71%Q4 2018Q3 202320
Smith, Salley & Associates 1510.03%0.12%0.33%Q2 2017Q3 202320
Larson Financial Group LLC 20200.00%0.07%0.27%Q4 2018Q3 202320
COMMERZBANK AKTIENGESELLSCHAFT /FI 1010.00%0.03%0.47%Q2 2013Q3 201820
Virtue Capital Management, LLC 20200.00%1.09%6.24%Q4 2017Q3 202220
Archer Investment Corp 20200.00%0.02%0.04%Q4 2018Q3 202320
One Day In July LLC 20200.17%0.51%0.97%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.02%0.07%0.25%Q1 2016Q4 202020
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.03%0.55%3.30%Q4 2014Q3 201920
Keel Point, LLC 20200.05%0.52%1.13%Q4 2018Q3 202320
THOMPSON DAVIS & CO., INC. 20200.06%0.09%0.14%Q4 2013Q3 201820
BOSTON FINANCIAL MANGEMENT LLC 1370.04%0.16%0.26%Q3 2017Q3 202320
BRAVE ASSET MANAGEMENT INC 1810.00%0.70%1.45%Q3 2016Q1 202220
Vantage Investment Advisors, LLC 20200.00%0.08%0.62%Q4 2013Q3 201820
Aldebaran Financial Inc. 1190.16%0.38%0.74%Q4 2013Q2 201920
Integrated Wealth Concepts LLC 20200.05%0.25%0.82%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20201.21%1.77%3.87%Q4 2018Q3 202320
St. Johns Investment Management Company, LLC 1520.00%0.02%0.03%Q1 2014Q1 202220
Financial Gravity Asset Management, Inc. 1230.00%0.33%1.91%Q1 2018Q3 202320
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1910.01%0.36%1.76%Q2 2018Q3 202320
Capital Investment Services of America, Inc. 20200.07%1.47%3.35%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.32%1.06%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.06%0.17%0.30%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.08%0.53%Q4 2018Q3 202320
Great Point Wealth Advisors, LLC 20203.37%6.33%10.10%Q4 2018Q3 202320
Avestar Capital, LLC 1270.04%0.05%0.08%Q4 2017Q2 202319
Archford Capital Strategies, LLC 1320.00%0.41%2.36%Q1 2014Q3 202319
OmniStar Financial Group, Inc. 19191.32%2.86%3.96%Q2 2018Q4 202219
Executive Wealth Management, LLC 1540.13%2.98%18.85%Q4 2018Q3 202319
BARINGS LLC 19190.00%0.30%0.78%Q4 2018Q2 202319
Bremer Bank National Association 19190.06%0.08%0.10%Q1 2019Q3 202319
Syntal Capital Partners, LLC 1410.02%2.01%7.55%Q4 2014Q3 202319
COMERICA SECURITIES,INC. 19190.03%0.80%3.86%Q1 2019Q3 202319
Cribstone Capital Management, LLC 1720.00%0.16%0.66%Q4 2015Q4 202119
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.23%0.34%0.47%Q1 2019Q3 202319
Transamerica Financial Advisors, Inc. 1210.00%0.93%5.57%Q1 2015Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.11%0.39%Q1 2019Q3 202319
DUBUQUE BANK & TRUST CO 1610.00%0.99%1.87%Q4 2017Q3 202319
Enterprise Bank & Trust Co 19190.23%0.35%0.48%Q1 2019Q3 202319
TWO SIGMA SECURITIES, LLC 310.01%0.23%1.53%Q4 2015Q4 202219
Corrigan Financial, Inc. 19190.12%0.25%0.36%Q4 2015Q2 202019
Stanley-Laman Group, Ltd. 19190.06%0.47%1.48%Q1 2016Q3 202019
SII INVESTMENTS INC/WI 19190.03%0.19%0.41%Q2 2013Q4 201719
Kovitz Investment Group Partners, LLC 1450.03%0.07%0.12%Q4 2018Q3 202319
ELEMENT POINTE ADVISORS, LLC 1540.23%3.09%16.05%Q4 2018Q3 202319
Concorde Asset Management, LLC 810.16%0.67%4.50%Q4 2014Q3 202319
Brio Consultants, LLC 19190.11%1.34%3.71%Q4 2018Q2 202319
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Chesley Taft & Associates LLC 1260.02%0.04%0.19%Q1 2019Q3 202318
US FINANCIAL ADVISORS, LLC 1260.01%2.37%4.34%Q4 2014Q3 202318
Commonwealth Equity Services, Inc 18180.07%0.15%0.28%Q2 2013Q3 201718
SUMMIT FINANCIAL GROUP, INC. 18180.28%1.08%2.03%Q2 2019Q3 202318
SSI INVESTMENT MANAGEMENT LLC 18180.02%0.12%0.65%Q4 2018Q1 202318
ROCKLAND TRUST CO 1710.03%0.06%0.08%Q2 2018Q3 202318
Kingsview Wealth Management, LLC 840.10%0.29%0.65%Q1 2017Q3 202318
Simplicity Solutions, LLC 930.04%0.83%3.50%Q4 2014Q3 202318
NATIONAL PLANNING CORP 18180.03%0.19%0.71%Q2 2013Q3 201718
Semmax Financial Advisors Inc. 1710.02%0.84%3.95%Q4 2018Q3 202318
GREAT LAKES ADVISORS, LLC 18180.06%0.12%0.24%Q1 2014Q2 201818
GUARDIAN CAPITAL ADVISORS LP 1440.06%0.18%0.34%Q1 2019Q3 202318
PARK AVENUE SECURITIES LLC 1410.03%0.08%0.20%Q1 2016Q3 202318
Horizon Kinetics 1530.00%0.01%0.02%Q2 2013Q1 201818
Lyons Wealth Management, LLC. 930.21%3.96%16.50%Q2 2013Q4 201918
BOSTON ADVISORS LLC 18180.01%0.01%0.02%Q2 2015Q3 201918
CENTAURUS FINANCIAL, INC. 1510.02%0.08%0.31%Q1 2018Q3 202318
Mader & Shannon Wealth Management, Inc. 1510.25%7.36%45.02%Q3 2015Q3 202218
Visionary Asset Management, Inc. 730.11%3.91%27.99%Q3 2013Q4 201818
Burleson & Company, LLC 18180.01%0.38%1.78%Q3 2018Q4 202218
Modera Wealth Management, LLC 1170.02%0.06%0.09%Q2 2018Q3 202318
TRUSTCORE FINANCIAL SERVICES, LLC 1620.00%0.09%0.25%Q4 2017Q4 202218
Cypress Capital, LLC 942.86%6.78%13.99%Q4 2018Q3 202318
TD Ameritrade Trust Co 18180.37%0.61%1.08%Q2 2013Q3 201718
McCollum Christoferson Group LLC 18180.43%0.64%0.93%Q4 2017Q1 202218
PrairieView Partners, LLC 1710.03%0.09%0.27%Q1 2019Q3 202318
Successful Portfolios LLC 18180.24%0.39%0.55%Q4 2017Q1 202218
Alpha Cubed Investments, LLC 18180.02%0.10%0.33%Q1 2018Q2 202218
Donoghue Forlines LLC 720.53%7.17%30.99%Q2 2017Q2 202318
Fort Point Capital Partners LLC 1010.04%0.50%2.26%Q1 2016Q3 202318
B. Riley Wealth Management, Inc. 710.03%0.60%8.05%Q1 2014Q2 202218
Tidal Investments LLC 1210.01%0.61%2.72%Q4 2018Q3 202318
Connecticut Wealth Management, LLC 18180.02%0.31%0.58%Q2 2019Q3 202318
Curbstone Financial Management Corp 18180.13%0.15%0.17%Q1 2014Q2 201818
Edgehill Endowment Partners, LLC 181813.99%35.54%48.62%Q4 2018Q1 202318
RiverGlades Family Offices LLC 1310.26%1.14%1.84%Q4 2017Q1 202318
SVB WEALTH LLC 18180.02%0.05%0.08%Q2 2019Q3 202318
Dakota Wealth Management 18180.08%0.36%0.86%Q2 2019Q3 202318
Private Advisory Group LLC 630.31%1.11%2.47%Q1 2017Q2 202318
NAVELLIER & ASSOCIATES INC 910.02%4.50%18.97%Q2 2015Q2 202317
GFS Advisors, LLC 1510.04%0.10%0.16%Q1 2016Q3 202317
Hudson Capital Management LLC 1430.08%1.13%3.64%Q4 2018Q3 202317
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.12%0.27%Q2 2019Q3 202317
IFG Advisory, LLC 910.02%0.07%0.15%Q4 2017Q3 202317
Capital Advisory Group Advisory Services, LLC 17170.00%0.87%2.20%Q3 2019Q3 202317
Private Portfolio Partners LLC 830.06%0.27%0.98%Q1 2019Q3 202317
Barrington Strategic Wealth Management Group LLC 1614.04%7.77%10.49%Q2 2013Q3 201717
Homrich & Berg 1520.01%0.04%0.18%Q2 2015Q3 202117
Apexium Financial, LP 1610.18%0.62%3.31%Q4 2018Q3 202317
Capital Asset Advisory Services LLC 1210.03%0.19%1.12%Q2 2017Q3 202317
Proficio Capital Partners LLC 710.00%1.69%4.50%Q4 2015Q3 202317
Horan Securities, Inc. 740.05%0.18%0.28%Q4 2018Q2 202317
EXANE DERIVATIVES 17170.00%0.04%0.23%Q1 2018Q1 202217
BKS ADVISORS, LLC 17170.22%0.33%0.44%Q1 2015Q1 201917
WFG Advisors, LP 17170.01%0.06%0.17%Q2 2013Q2 201717
GW HENSSLER & ASSOCIATES LTD 810.02%0.04%0.08%Q1 2014Q3 202317
SevenBridge Financial Group, LLC 17170.32%1.39%3.78%Q3 2019Q3 202317
EAGLE GLOBAL ADVISORS LLC 17170.09%0.37%3.00%Q3 2019Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.10%0.71%2.28%Q3 2019Q3 202317
RONALD BLUE & CO LLC 17170.02%0.20%1.80%Q2 2013Q2 201717
ACCURATE INVESTMENT SOLUTIONS, INC. 17170.08%0.80%8.28%Q1 2016Q1 202017
Silverleafe Capital Partners, LLC 17170.12%0.22%0.54%Q4 2019Q4 202317
Continuum Advisory, LLC 1430.25%1.18%1.75%Q1 2019Q3 202317
Arete Wealth Advisors, LLC 940.05%0.32%1.07%Q4 2018Q3 202317
Stonebridge Capital Advisors LLC 1160.00%0.01%0.04%Q1 2019Q3 202317
Western Wealth Management, LLC 1070.02%0.08%0.15%Q1 2019Q3 202317
CreativeOne Wealth, LLC 1070.05%1.09%2.57%Q2 2019Q3 202317
Dynamic Advisor Solutions LLC 1340.04%0.72%2.94%Q4 2018Q3 202317
Permanens Capital L.P. 1340.01%0.81%4.32%Q4 2015Q2 202117
Shoker Investment Counsel, Inc. 17170.14%0.23%0.34%Q4 2013Q4 201717
Lido Advisors, LLC 17170.00%0.15%0.47%Q3 2019Q3 202317
PINNACLE FINANCIAL PARTNERS INC 1250.02%0.88%2.10%Q1 2019Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.01%0.03%0.08%Q4 2018Q4 202217
SENTINEL TRUST CO LBA 1120.05%0.25%0.56%Q2 2013Q4 202017
RITHOLTZ WEALTH MANAGEMENT 1610.03%3.40%23.55%Q1 2019Q3 202317
NewSquare Capital LLC 17170.00%0.61%2.32%Q4 2018Q4 202217
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1110.04%0.34%0.69%Q2 2014Q3 202217
Solstein Capital, LLC 810.02%1.89%5.83%Q4 2018Q3 202317
NEW SOUTH CAPITAL MANAGEMENT INC 17170.02%0.03%0.08%Q3 2019Q3 202317
Claraphi Advisory Network, LLC 17170.45%2.92%8.98%Q4 2018Q4 202217
Bedel Financial Consulting, Inc. 17170.00%0.01%0.01%Q1 2018Q1 202217
Wealthspire Advisors, L.P. 1420.01%0.02%0.14%Q4 2015Q3 202016
BOK Financial Private Wealth, Inc. 910.00%0.18%0.99%Q2 2016Q1 202316
Barrett Asset Management, LLC 16160.02%0.10%0.20%Q4 2017Q3 202116
MGO ONE SEVEN LLC 910.02%0.13%0.34%Q1 2018Q3 202316
Weaver Consulting Group 970.15%3.12%12.42%Q1 2019Q3 202316
Values First Advisors, Inc. 16160.85%1.16%2.22%Q4 2019Q3 202316
TOWNSQUARE CAPITAL LLC 880.03%0.66%2.54%Q2 2019Q3 202316
Aull & Monroe Investment Management Corp 1330.10%0.11%0.14%Q2 2013Q3 202316
Matson Money. Inc. 16163.89%4.45%5.40%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.17%0.47%0.78%Q4 2019Q3 202316
Independent Family Office, LLC 16160.94%1.35%1.66%Q4 2019Q3 202316
DERBY & COMPANY, INC 16160.05%0.28%0.70%Q4 2017Q3 202116
Tempus Wealth Planning, LLC 16160.17%0.30%0.58%Q4 2019Q3 202316
Compagnie Lombard Odier SCmA 820.00%0.03%0.09%Q2 2015Q3 202216
HighMark Wealth Management LLC 16161.17%2.20%4.26%Q4 2019Q3 202316
ALTERNA WEALTH MANAGEMENT, INC 883.12%5.87%10.70%Q1 2019Q3 202316
Pacifica Partners Inc. 1510.00%0.06%0.17%Q4 2019Q4 202316
SONATA CAPITAL GROUP INC 16160.23%0.28%0.36%Q4 2016Q3 202016
Orion Portfolio Solutions, LLC 16160.33%0.63%1.46%Q4 2019Q3 202316
Beacon Pointe Advisors, LLC 16160.01%0.11%0.29%Q4 2019Q3 202316
Alhambra Investment Management LLC 16160.54%1.67%6.38%Q4 2019Q3 202316
Truepoint, Inc. 1210.10%0.20%0.45%Q3 2013Q3 202216
Disciplined Investments, LLC 16160.20%0.58%0.87%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.12%1.50%4.25%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.12%0.38%1.37%Q4 2019Q3 202316
Cedar Brook Financial Partners, LLC 1420.07%0.24%0.48%Q4 2018Q2 202316
Beacon Financial Advisory LLC 16160.19%0.61%1.06%Q4 2019Q3 202316
SPC Financial, Inc. 16160.05%0.07%0.12%Q4 2019Q3 202316
Vontobel Swiss Wealth Advisors AG 1510.27%1.58%2.85%Q1 2015Q1 201916
DIVIDEND ASSETS CAPITAL, LLC 910.00%0.00%0.01%Q2 2013Q1 202216
PARTNERS CAPITAL INVESTMENT GROUP, LLP 16160.05%0.38%1.98%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.14%0.41%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.38%0.89%2.80%Q4 2019Q3 202316
Faithward Advisors, LLC 1150.02%0.60%4.35%Q3 2019Q3 202316
Lester Murray Antman dba SimplyRich 880.13%0.21%0.27%Q2 2019Q2 202316
Thomas J. Herzfeld Advisors, Inc. 16160.23%0.56%3.43%Q1 2019Q4 202216
Argent Advisors, Inc. 16160.40%3.80%10.33%Q4 2019Q3 202316
Donald L. Hagan, LLC 16161.62%5.75%10.38%Q1 2019Q4 202216
Aspire Private Capital, LLC 1330.00%0.01%0.07%Q3 2019Q3 202316
STRATEGY ASSET MANAGERS LLC 16160.10%0.88%1.96%Q4 2019Q3 202316
New Potomac Partners, LLC 16160.05%0.18%0.32%Q4 2017Q3 202116
Antonetti Capital Management LLC 910.33%1.21%3.34%Q2 2010Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.89%1.32%2.12%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.17%0.95%1.72%Q4 2019Q3 202316
Arkfeld Wealth Strategies, L.L.C. 16160.28%0.37%0.77%Q4 2019Q3 202316
BINGHAM OSBORN & SCARBOROUGH LLC 1240.02%0.02%0.03%Q4 2016Q3 202116
DONALDSON CAPITAL MANAGEMENT, LLC 16160.02%0.04%0.08%Q4 2019Q3 202316
TrinityPoint Wealth, LLC 1510.25%0.73%2.36%Q4 2018Q3 202316
Colorado Capital Management, Inc. 16160.16%0.20%0.27%Q4 2017Q3 202116
FCG ADVISORS, LLC 810.12%0.23%0.56%Q4 2014Q3 202016
SEI INVESTMENTS CO 1510.00%0.16%0.40%Q4 2014Q4 202116
Avidian Wealth Solutions, LLC 810.02%0.44%1.30%Q2 2015Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.08%1.71%4.38%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.77%0.96%1.44%Q4 2019Q3 202316
Retirement Group, LLC 1410.17%1.28%4.18%Q4 2019Q3 202315
BlackRock Investment Management, LLC 15150.02%0.02%0.03%Q2 2013Q4 201615
Premise Capital, LLC 15150.00%5.76%30.86%Q4 2016Q2 202015
Ellis Investment Partners, LLC 15150.01%0.10%0.18%Q2 2019Q4 202215
Ledyard National Bank 1230.00%0.01%0.05%Q4 2013Q4 201815
Capital Wealth Planning, LLC 820.01%0.51%3.41%Q1 2014Q2 202315
Beacon Capital Management, Inc. 1310.00%0.13%0.59%Q4 2013Q2 201915
Lutz Financial Services LLC 1230.03%0.09%0.18%Q4 2017Q4 202215
QUADRANT CAPITAL GROUP LLC 1320.00%0.92%1.45%Q4 2019Q3 202315
Vigilare Wealth Management 810.24%3.57%18.12%Q4 2019Q4 202315
AdvicePeriod, LLC 15150.32%1.08%2.55%Q4 2017Q2 202115
BlackRock Institutional Trust Company, N.A. 15150.02%0.03%0.04%Q2 2013Q4 201615
SPROTT INC. 1050.01%0.07%0.20%Q3 2017Q2 202115
Financial Architects, Inc 610.00%0.11%0.32%Q2 2013Q2 202315
BlackRock Japan Co. Ltd 15150.00%0.00%0.00%Q2 2013Q4 201615
Trutina Financial LLC 15150.36%0.48%0.60%Q2 2013Q4 201615
WINTRUST INVESTMENTS LLC 610.03%0.22%0.87%Q3 2016Q1 202315
Alpha Omega Wealth Management LLC 15150.00%0.01%0.01%Q4 2015Q2 201915
Coastline Trust Co 870.03%0.08%0.11%Q2 2013Q3 202215
HRT FINANCIAL LP 1410.02%0.57%1.59%Q4 2018Q4 202215
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.02%0.05%Q1 2020Q3 202315
EFG Asset Management (Americas) Corp. 710.03%0.22%0.51%Q4 2013Q3 202315
AT Bancorp 15150.02%0.37%1.87%Q3 2014Q1 201815
SALEM INVESTMENT COUNSELORS INC 960.00%0.00%0.01%Q2 2019Q3 202315
C M BIDWELL & ASSOCIATES LTD 15150.02%0.22%0.78%Q1 2020Q3 202315
VCU Investment Management Co 12310.77%24.36%44.55%Q4 2016Q3 202015
HBW ADVISORY SERVICES LLC 15150.07%0.23%0.40%Q1 2020Q3 202315
EAGLE ASSET MANAGEMENT INC 810.00%0.01%0.01%Q1 2019Q3 202315
Tower Research Capital LLC (TRC) 210.00%0.01%0.04%Q3 2013Q3 202315
Merit Financial Group, LLC 820.01%0.06%0.12%Q4 2017Q3 202315
Prime Capital Investment Advisors, LLC 960.02%0.07%0.35%Q3 2019Q3 202315
Apella Capital, LLC 1230.29%0.38%0.47%Q1 2020Q4 202315
CADINHA & CO LLC 1320.03%0.11%0.21%Q3 2019Q3 202315
IFC Holdings Incorporated/FL 15150.02%0.10%0.50%Q4 2013Q2 201715
OPPENHEIMER ASSET MANAGEMENT INC. 730.00%0.06%0.14%Q1 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.18%0.32%0.61%Q1 2020Q3 202315
ST GERMAIN D J CO INC 720.00%0.03%0.07%Q2 2013Q4 202315
Nelson Capital Management, LLC 1230.06%0.39%1.18%Q4 2019Q3 202315
IMA Wealth, Inc. 15150.10%0.11%0.15%Q1 2020Q3 202315
LifePlan Financial Group, Inc 1140.02%0.92%12.57%Q2 2013Q3 202015
Clearstead Advisors, LLC 15150.01%0.14%0.42%Q1 2020Q3 202315
Allianz Asset Management GmbH 710.00%0.01%0.06%Q1 2016Q3 202315
Strategic Blueprint, LLC 1410.01%0.30%0.98%Q3 2019Q3 202315
Calamos Wealth Management LLC 1230.03%0.15%0.42%Q4 2016Q4 202015
MCF Advisors LLC 1310.00%0.12%0.99%Q3 2013Q4 202215
ORSER CAPITAL MANAGEMENT, LLC 15150.32%2.03%4.23%Q4 2017Q2 202115
Almanack Investment Partners, LLC. 410.11%0.62%5.25%Q4 2016Q3 202315
Advisor Group, Inc. 15150.11%0.23%0.51%Q2 2016Q4 201915
ARBOR TRUST WEALTH ADVISORS, LLC 15150.15%0.18%0.27%Q1 2020Q3 202315
Vivaldi Capital Management LP 15150.85%3.78%7.04%Q1 2020Q3 202315
Private Ocean, LLC 910.00%0.00%0.04%Q1 2018Q3 202315
USA FINANCIAL FORMULAS 410.06%0.59%1.70%Q2 2015Q3 202315
EATON VANCE MANAGEMENT 15150.01%0.02%0.04%Q1 2019Q3 202215
FIFTH THIRD SECURITIES, INC. 610.08%0.55%1.76%Q1 2016Q3 202315
Monument Capital Management 1020.11%0.87%2.63%Q3 2018Q3 202215
J. W. Coons Advisors, LLC 15150.27%0.34%0.50%Q1 2020Q3 202315
Patten Group, Inc. 15150.09%0.15%0.31%Q1 2020Q3 202315
AFFINIA FINANCIAL GROUP, LLC 15150.31%5.60%9.45%Q4 2019Q2 202315
Tuttle Capital Management, LLC 870.36%10.19%53.58%Q3 2015Q4 202015
ATTICUS WEALTH MANAGEMENT, LLC 1140.00%0.57%2.52%Q4 2019Q3 202315
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 15150.00%0.00%0.00%Q1 2020Q3 202315
MSI Financial Services Inc 15150.12%0.27%0.48%Q2 2013Q4 201615
Jackson Wealth Management, LLC 1110.10%1.74%4.12%Q4 2014Q3 202215
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.02%0.05%0.13%Q2 2020Q3 202314
RFG Advisory, LLC 1310.05%0.21%1.28%Q3 2018Q3 202314
Hanlon Investment Management, Inc. 510.16%7.23%33.01%Q4 2015Q3 202314
Clear Creek Financial Management, LLC 1040.19%0.42%1.04%Q1 2020Q3 202314
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 14140.13%0.43%3.99%Q2 2019Q3 202214
NORTHEAST INVESTMENT MANAGEMENT 14140.02%0.03%0.03%Q2 2013Q3 201614
Bruderman Asset Management, LLC 810.03%0.11%0.32%Q1 2015Q3 202014
Gerstein Fisher 14141.21%3.04%3.39%Q2 2013Q3 201614
NorthCoast Asset Management LLC 14140.01%0.41%1.26%Q2 2018Q3 202114
Institute for Wealth Management, LLC. 810.01%1.45%2.56%Q2 2013Q4 201914
HHM Wealth Advisors, LLC 14140.00%0.01%0.02%Q1 2020Q2 202314
Insight Wealth Strategies, LLC 14140.06%0.88%2.07%Q2 2020Q3 202314
Live Oak Private Wealth LLC 14140.05%0.75%1.41%Q2 2020Q3 202314
DT Investment Partners, LLC 770.03%3.13%6.74%Q4 2018Q3 202314
Fulcrum Equity Management 1220.11%16.82%84.20%Q4 2018Q4 202214
KFA Private Wealth Group, LLC 14140.59%3.14%7.98%Q2 2020Q3 202314
Arkadios Wealth Advisors 1040.01%0.16%0.42%Q4 2019Q3 202314
Mattern Wealth Management LLC 14140.10%0.29%0.40%Q2 2020Q3 202314
Gunma Bank,Ltd. 141424.53%48.00%53.00%Q2 2013Q3 201614
Element Wealth, LLC 770.05%0.35%1.02%Q4 2019Q3 202314
Perella Weinberg Partners Capital Management LP 14140.29%10.88%19.71%Q2 2020Q3 202314
RMR Wealth Builders 710.24%0.79%2.00%Q4 2019Q3 202314
Procyon Advisors, LLC 1310.12%0.34%0.53%Q1 2020Q3 202314
Advocacy Wealth Management Services, LLC 610.01%0.84%4.22%Q2 2013Q3 202314
Financial Engines Advisors L.L.C. 810.00%0.02%0.07%Q1 2018Q3 202314
FORTE CAPITAL LLC /ADV 14140.07%0.09%0.11%Q3 2014Q4 201714
Sawyer & Company, Inc 1040.00%0.00%0.01%Q3 2019Q3 202314
PIN OAK INVESTMENT ADVISORS INC 1220.00%0.03%0.10%Q3 2018Q3 202314
J.W. COLE ADVISORS, INC. 810.14%0.34%0.53%Q4 2019Q3 202314
Stratos Wealth Advisors, LLC 1040.02%0.14%0.35%Q1 2020Q3 202314
Wealth Advisory Solutions, LLC 860.01%2.50%4.41%Q4 2019Q2 202314
AMG National Trust Bank 14140.02%0.06%0.17%Q2 2020Q3 202314
OLD NATIONAL BANCORP /IN/ 950.01%0.06%0.16%Q1 2015Q3 202314
Transform Wealth, LLC 14140.03%0.07%0.10%Q2 2019Q3 202214
One Capital Management, LLC 1040.04%0.27%0.54%Q3 2014Q3 202314
IMS Capital Management 950.13%0.18%0.24%Q2 2017Q4 202014
Equitable Holdings, Inc. 730.00%0.05%0.13%Q4 2019Q3 202314
CHARTWELL INVESTMENT PARTNERS, LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
Mosaic Family Wealth, LLC 14140.01%0.32%0.67%Q4 2015Q1 201914
GRAYBILL WEALTH MANAGEMENT, LTD. 14141.90%3.47%4.57%Q2 2020Q3 202314
Cornerstone Wealth Management, LLC 910.02%0.06%0.19%Q1 2016Q3 202314
Independent Portfolio Consultants, Inc. 14140.03%0.34%0.72%Q1 2014Q2 201714
Capital Analysts, LLC 610.01%0.08%0.46%Q2 2015Q3 202314
Karp Capital Management Corp 730.00%0.12%0.44%Q4 2014Q4 202114
HAYS ADVISORY LLC 832.69%10.00%18.87%Q2 2013Q3 201814
Cornerstone Wealth Group, LLC 14140.24%0.60%1.92%Q1 2020Q2 202314
Joseph P. Lucia & Associates, LLC 1220.01%0.17%0.34%Q1 2020Q3 202314
GREENWOOD CAPITAL ASSOCIATES LLC 14140.27%1.97%4.23%Q2 2020Q3 202314
MA Private Wealth 14140.10%0.94%1.45%Q4 2018Q1 202214
WEATHERLY ASSET MANAGEMENT L. P. 14140.03%0.05%0.07%Q2 2019Q3 202214
Robertson Stephens Wealth Management, LLC 720.02%1.14%4.24%Q4 2018Q3 202314
TSFG, LLC 13130.00%0.04%0.12%Q1 2019Q1 202213
FIRSTMERIT BANK N A TRUSTEE 13130.20%0.27%0.41%Q2 2013Q2 201613
Kestra Advisory Services, LLC 13130.11%0.15%0.24%Q3 2020Q3 202313
Capital Directions Investment Advisors, LLC 520.01%0.02%0.03%Q3 2018Q4 202213
Holloway Wealth Management, LLC 1210.01%0.02%0.05%Q3 2018Q1 202213
NatWest Group plc 13130.00%0.23%0.98%Q2 2013Q2 201613
Hexagon Capital Partners LLC 13130.20%0.33%0.43%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.14%0.40%Q3 2020Q3 202313
Sage Advisory Services, Ltd.Co. 850.09%2.00%3.88%Q3 2013Q4 201913
VESTOR CAPITAL, LLC 1210.00%0.01%0.01%Q2 2017Q3 202313
FIRST FINANCIAL CORP /IN/ 710.00%0.02%0.08%Q2 2013Q2 202113
NWAM LLC 1210.05%0.39%0.73%Q2 2015Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.03%0.07%Q3 2020Q3 202313
WT Wealth Management 13130.21%0.58%1.53%Q3 2020Q3 202313
BEACON TRUST CO 1120.04%0.11%0.23%Q1 2013Q1 201713
VisionPoint Advisory Group, LLC 850.12%2.03%6.12%Q4 2018Q3 202313
Bell Rock Capital LLC 13130.01%0.02%0.03%Q4 2016Q4 201913
Partnervest Advisory Services LLC 810.04%0.29%0.59%Q2 2013Q3 202013
Bristlecone Advisors, LLC 13130.01%0.15%0.28%Q1 2020Q1 202313
Risk Paradigm Group, LLC 13130.01%0.01%0.02%Q1 2015Q1 201813
Renaissance Technologies 610.00%0.01%0.03%Q4 2017Q4 202213
Paracle Advisors, LLC 720.12%0.37%0.64%Q3 2014Q1 202113
Argentus Capital Management, LLC 940.06%0.52%2.50%Q2 2013Q3 201613
Well Done, LLC 1030.04%0.24%0.84%Q3 2018Q2 202313
EPG Wealth Management LLC 530.00%0.46%1.27%Q4 2019Q3 202313
SteelPeak Wealth, LLC 1210.01%0.06%0.15%Q4 2019Q1 202313
ATLAS CAPITAL ADVISORS LLC 1210.04%0.61%1.93%Q2 2020Q3 202313
Swan Global Investments, LLC 13130.01%0.09%0.15%Q2 2017Q2 202013
Parasol Investment Management, LLC 13130.01%0.09%0.30%Q4 2013Q4 201613
MATTERN CAPITAL MANAGEMENT, LLC 13130.12%0.37%0.98%Q3 2020Q3 202313
Dorsey & Whitney Trust CO LLC 1010.05%0.32%0.88%Q2 2018Q3 202313
CAPITAL INSIGHT PARTNERS, LLC 13130.05%0.30%1.18%Q2 2020Q2 202313
Annex Advisory Services, LLC 1010.02%0.06%0.12%Q2 2013Q4 202213
Knowledge Leaders Capital, LLC 520.62%3.72%8.98%Q1 2016Q2 202313
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1120.01%0.02%0.06%Q2 2020Q3 202313
Investors Research Corp 13130.01%0.01%0.02%Q3 2020Q3 202313
PFG Advisors 850.18%0.35%0.78%Q1 2020Q3 202313
E&G Advisors, LP 13130.60%0.79%0.93%Q3 2020Q3 202313
HAP Trading, LLC 440.00%0.01%0.08%Q1 2019Q1 202113
Clearstead Trust, LLC 850.00%0.79%2.12%Q2 2020Q3 202313
Zions Bancorporation 13130.16%0.41%1.25%Q1 2015Q1 201813
VSR Financial Services, Inc. 13130.05%0.10%0.17%Q2 2013Q2 201613
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1210.00%0.03%0.04%Q2 2013Q3 202213
IFS Advisors, LLC 13130.06%2.87%7.46%Q4 2020Q4 202313
Rodgers Brothers Inc. 13130.07%0.13%0.20%Q3 2020Q3 202313
MONETA GROUP INVESTMENT ADVISORS LLC 710.00%0.01%0.04%Q2 2018Q3 202313
BOENNING & SCATTERGOOD, INC. 13130.08%0.25%1.15%Q4 2019Q4 202213
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 13130.04%0.21%0.62%Q3 2020Q3 202313
Cascade Investment Advisors, Inc. 710.03%0.08%0.24%Q2 2019Q1 202313
Royal Fund Management, LLC 630.00%0.41%1.42%Q1 2017Q2 202313
ROVIN CAPITAL /UT/ /ADV 420.53%2.38%5.78%Q4 2019Q3 202313
Virtu KCG Holdings LLC 710.01%0.08%0.27%Q3 2013Q1 201712
Crabel Capital Management, LLC 710.25%1.87%7.13%Q2 2020Q3 202312
Annandale Capital, LLC 12120.10%0.33%0.97%Q4 2020Q3 202312
LaFleur & Godfrey LLC 12120.07%0.17%0.26%Q2 2013Q1 201612
HCR Wealth Advisors 660.02%0.62%1.39%Q4 2019Q3 202312
Windward Private Wealth Management Inc. 12120.26%0.58%1.14%Q4 2020Q3 202312
LifePro Asset Management 12120.26%3.09%6.09%Q2 2020Q1 202312
BAILARD, INC. 410.02%2.89%9.28%Q2 2013Q1 202312
True Link Financial Advisors, LLC 12120.25%0.53%1.06%Q4 2020Q3 202312
GeoWealth Management, LLC 910.01%0.55%2.00%Q3 2019Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.08%0.38%2.68%Q4 2020Q3 202312
4J Wealth Management LLC 12122.17%2.84%4.14%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.08%0.15%0.47%Q4 2020Q3 202312
Parisi Gray Wealth Management 620.01%0.77%3.37%Q4 2017Q1 202212
Windsor Capital Management, LLC 810.02%0.83%1.44%Q2 2013Q4 201712
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1010.01%0.07%0.11%Q1 2019Q3 202312
Flagship Private Wealth, LLC 12120.65%1.05%1.40%Q4 2020Q3 202312
Column Capital Advisors, LLC 12120.04%0.28%0.48%Q4 2020Q3 202312
Affinity Capital Advisors, LLC 930.06%0.14%0.38%Q4 2019Q1 202312
Intrua Financial, LLC 12120.09%0.22%0.42%Q2 2020Q1 202312
JFS WEALTH ADVISORS, LLC 930.02%0.82%1.33%Q3 2015Q3 202312
Certified Advisory Corp 1110.00%0.01%0.05%Q4 2017Q1 202112
Lenox Wealth Management, Inc. 840.01%0.90%2.38%Q2 2017Q2 202012
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Kistler-Tiffany Companies, LLC 710.01%0.02%0.10%Q3 2013Q2 202312
Bridge Advisory, LLC 12120.74%4.75%10.84%Q4 2020Q3 202312
SL ADVISORS, LLC 12120.84%1.82%3.11%Q4 2018Q3 202112
Phoenix Holdings Ltd. 930.01%0.01%0.01%Q3 2020Q3 202312
Lincoln Capital LLC 12120.13%0.19%0.29%Q4 2014Q3 201712
TODD ASSET MANAGEMENT LLC 12120.08%0.10%0.13%Q2 2013Q1 201612
Blueprint Investment Partners LLC 1110.07%1.18%3.70%Q2 2020Q2 202312
SOA Wealth Advisors, LLC. 12120.04%0.04%0.05%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12122.20%2.46%2.66%Q4 2020Q3 202312
Wescott Financial Advisory Group, LLC 12120.39%0.96%2.47%Q4 2020Q3 202312
WMS Partners, LLC 1020.03%0.05%0.07%Q2 2013Q3 202212
Rampart Investment Management Company, LLC 610.00%1.11%3.66%Q2 2015Q3 202012
VOYA INVESTMENT MANAGEMENT LLC 12120.09%0.24%0.79%Q2 2017Q1 202012
Cerity Partners LLC 12120.10%0.23%0.67%Q4 2020Q3 202312
Armor Investment Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Centerpoint Advisors, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Klingman & Associates, LLC 840.00%0.03%0.20%Q4 2014Q4 202212
Clear Harbor Asset Management, LLC 510.00%0.19%0.52%Q2 2013Q1 202312
Cadent Capital Advisors, LLC 12120.24%1.06%3.86%Q4 2020Q3 202312
BLUESTEIN R H & CO LLC 12120.02%0.08%0.33%Q4 2019Q3 202212
Aptus Capital Advisors, LLC 710.00%0.52%6.16%Q4 2018Q3 202312
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q4 2020Q3 202312
Vigilant Capital Management, LLC 610.00%0.01%0.03%Q2 2013Q2 202312
PATHSTONE FAMILY OFFICE, LLC 620.00%0.41%1.37%Q2 2013Q3 202312
FLAGSHIP HARBOR ADVISORS, LLC 1110.00%0.04%0.08%Q1 2018Q3 202312
Klaas Financial Asset Advisors, LLC 12123.05%3.43%4.89%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.08%0.17%0.47%Q4 2020Q3 202312
MIRSKY FINANCIAL MANAGEMENT CORP. 12120.25%4.23%7.92%Q1 2019Q4 202112
WOLFF WIESE MAGANA LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.03%0.11%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.48%0.74%1.08%Q4 2020Q3 202312
Kelman-Lazarov, Inc. 840.01%0.09%0.16%Q1 2016Q1 202112
SIMPLEX TRADING, LLC 710.00%0.00%0.01%Q3 2017Q2 202312
Syverson Strege & Co 12120.16%0.28%0.44%Q4 2020Q3 202312
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
Legacy Wealth Asset Management, LLC 12120.52%0.63%0.74%Q4 2020Q3 202312
Innova Wealth Partners 12125.90%18.66%46.10%Q4 2020Q3 202312
FIRST NATIONAL TRUST CO 1020.02%0.04%0.08%Q2 2015Q3 202312
StoneX Group Inc. 610.03%0.58%4.71%Q2 2017Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.08%0.87%3.40%Q4 2018Q3 202112
Cresset Asset Management, LLC 720.00%0.04%0.08%Q4 2018Q1 202312
Main Street Financial Solutions, LLC 12120.04%0.50%0.98%Q4 2020Q3 202312
Renasant Bank 12120.49%0.60%0.73%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.11%0.15%0.19%Q4 2020Q3 202312
GRIMES & COMPANY, INC. 930.01%4.74%16.83%Q3 2015Q3 202312
Valeo Financial Advisors, LLC 810.00%0.02%0.04%Q4 2018Q3 202312
Shamrock Asset Management LLC 930.01%0.64%2.41%Q2 2015Q4 201812
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 12120.08%0.83%1.25%Q1 2016Q4 201812
Integrated Investment Consultants, LLC 710.52%0.67%0.89%Q1 2016Q4 202212
Sequoia Financial Advisors, LLC 840.01%0.02%0.02%Q3 2020Q3 202312
TECTONIC ADVISORS LLC 12120.03%0.90%1.45%Q4 2020Q3 202312
Efficient Market Advisors, LLC 11110.01%0.13%0.32%Q2 2013Q4 201511
Lowe Wealth Advisors, LLC 650.01%0.04%0.06%Q1 2019Q4 202311
TRUEWEALTH LLC 11110.06%0.07%0.08%Q4 2017Q2 202011
Smith Anglin Financial, LLC 650.04%0.46%1.79%Q4 2020Q3 202311
Taylor, Cottrill LLC 11110.20%0.26%0.52%Q2 2013Q4 201511
Leelyn Smith, LLC 11110.01%0.05%0.30%Q1 2020Q3 202211
CAPSTONE ASSET MANAGEMENT CO 11110.01%0.01%0.01%Q4 2014Q2 201711
Heritage Trust Co 11110.05%0.06%0.08%Q1 2017Q3 201911
MTC Wealth Management LLC 11110.03%6.96%13.29%Q1 2021Q3 202311
New Harbor Financial Group, LLC 111112.25%15.06%17.86%Q1 2014Q3 201611
CAMBRIDGE TRUST CO 11110.08%0.56%0.91%Q1 2021Q3 202311
Vontobel Holding Ltd. 1010.00%0.01%0.02%Q4 2020Q3 202311
Lehman Financial Resources, Inc. 11110.02%0.04%0.11%Q1 2013Q3 201511
Crew Capital Management, Ltd. 11110.24%0.48%0.80%Q1 2021Q3 202311
Cordasco Financial Network 920.00%0.01%0.06%Q4 2013Q4 201911
InterOcean Capital Group, LLC 650.01%0.09%0.32%Q4 2020Q3 202311
PECAUT & CO. 510.01%0.06%0.09%Q2 2019Q3 202311
YorkBridge Wealth Partners, LLC 11110.01%0.02%0.06%Q4 2016Q2 201911
Winslow, Evans & Crocker, Inc. 310.00%0.28%1.66%Q3 2015Q4 202011
PRUDENTIAL PLC 710.00%0.08%0.72%Q4 2014Q2 202211
Lumature Wealth Partners, LLC 11110.01%0.02%0.08%Q4 2020Q2 202311
Private Capital Group, LLC 710.00%0.01%0.02%Q4 2017Q4 202111
Strategic Equity Management 741.65%5.47%15.34%Q4 2020Q3 202311
Allegheny Financial Group LTD 11110.12%1.62%3.30%Q4 2020Q2 202311
Blue Edge Capital, LLC 740.13%0.58%1.14%Q2 2014Q1 202311
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1010.01%0.64%1.64%Q2 2013Q2 202111
BENJAMIN EDWARDS INC 830.03%0.73%2.67%Q1 2020Q3 202311
Pflug Koory, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Foundations Investment Advisors, LLC 520.02%1.71%7.96%Q2 2018Q3 202311
Old Port Advisors 1010.28%0.37%0.44%Q2 2018Q1 202111
MBA Advisors LLC 11111.57%2.63%3.55%Q1 2021Q3 202311
INVESTMENT CENTERS OF AMERICA INC 1010.03%0.08%0.44%Q3 2014Q3 201711
LITTLE HOUSE CAPITAL LLC 1010.04%2.33%3.85%Q1 2019Q3 202311
Spire Wealth Management 11110.16%0.23%0.33%Q1 2021Q3 202311
PICTET BANK & TRUST Ltd 11110.26%0.44%0.66%Q2 2018Q4 202011
Clarity Financial LLC 11110.05%5.28%15.57%Q1 2021Q3 202311
FLOW TRADERS U.S. LLC 310.00%0.65%3.84%Q2 2018Q4 202211
Vectors Research Management, LLC 11110.01%0.01%0.02%Q4 2019Q2 202211
Hugh Johnson Advisors LLC 11110.07%0.08%0.10%Q2 2013Q4 201511
Cougar Global Investments Ltd 11110.00%0.98%2.70%Q1 2018Q3 202011
Wealth Alliance 920.15%0.56%2.13%Q2 2020Q1 202311
Strategic Investment Advisors / MI 610.05%6.24%16.33%Q4 2019Q3 202311
Outlook Wealth Advisors, LLC 920.06%0.14%0.23%Q1 2020Q2 202311
AlphaCentric Advisors LLC 710.29%2.70%13.10%Q2 2020Q3 202311
Argent Trust Co 910.02%0.03%0.04%Q4 2018Q3 202311
Covington Capital Management 11110.00%0.00%0.01%Q1 2020Q3 202211
CURIAN CAPITAL LLC 11110.00%1.72%7.62%Q2 2013Q4 201511
ASSOCIATED BANC-CORP 1010.01%0.01%0.01%Q4 2018Q3 202111
Magnus Financial Group LLC 740.03%0.21%1.17%Q1 2020Q3 202311
Cavalier Investments, LLC 650.13%1.46%2.52%Q3 2015Q1 202011
HOLLENCREST CAPITAL MANAGEMENT 740.00%0.36%0.62%Q3 2015Q3 202311
Astoria Strategic Wealth, Inc. 11112.34%3.08%3.94%Q2 2020Q4 202211
NWK Group, Inc. 11110.01%0.02%0.05%Q4 2019Q2 202211
FundX Investment Group, LLC 520.13%1.47%12.84%Q1 2016Q1 202111
CT Financial Advisors LLC 1010.67%0.79%1.08%Q1 2014Q1 201711
AVALON CAPITAL MANAGEMENT 11110.17%0.24%0.37%Q2 2013Q4 201511
LAKE STREET ADVISORS GROUP, LLC 830.02%0.05%0.14%Q4 2017Q4 202011
Investors Capital Advisory Services 11110.05%0.21%0.61%Q4 2013Q2 201611
Karpus Management, Inc. 650.01%0.20%0.50%Q2 2014Q1 202311
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.06%0.46%0.90%Q2 2021Q3 202310
Human Investing LLC 10100.02%0.03%0.04%Q4 2018Q1 202110
Delos Wealth Advisors, LLC 10100.30%1.73%3.33%Q2 2021Q3 202310
WASHBURN CAPITAL MANAGEMENT, INC. 550.62%0.79%1.16%Q4 2019Q2 202210
SeaBridge Investment Advisors LLC 10100.65%1.18%1.93%Q3 2019Q4 202110
Realta Investment Advisors 510.02%0.33%0.60%Q1 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.07%0.30%Q1 2021Q3 202310
3EDGE Asset Management, LP 820.06%4.58%9.70%Q1 2019Q4 202210
NATIXIS 420.01%0.07%0.23%Q1 2019Q3 202310
Lake Point Wealth Management 520.00%0.02%0.15%Q4 2018Q2 202210
MONEY CONCEPTS CAPITAL CORP 820.06%1.15%6.00%Q4 2020Q3 202310
Wealthquest Corp 820.15%3.01%4.00%Q2 2020Q1 202310
V Wealth Advisors LLC 510.03%0.31%1.06%Q1 2016Q2 202310
Braun-Bostich & Associates Inc. 730.01%0.48%2.32%Q4 2017Q2 202010
NOTTINGHAM ADVISORS, INC. 10100.12%0.76%1.72%Q4 2014Q1 201710
Rosenberg Matthew Hamilton 640.00%0.01%0.04%Q2 2020Q3 202310
Sullivan, Bruyette, Speros & Blaney, LLC 10100.03%0.04%0.05%Q4 2018Q1 202110
WRAPMANAGER INC 510.10%1.14%4.29%Q4 2015Q1 202010
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q1 202310
RPg Family Wealth Advisory, LLC 430.02%0.04%0.07%Q3 2017Q4 202110
Center For Asset Management LLC 821.31%5.69%12.78%Q4 2020Q3 202310
Montis Financial, LLC 820.15%1.34%2.03%Q4 2020Q3 202310
JOHNSON INVESTMENT COUNSEL INC 10100.01%0.01%0.03%Q3 2016Q4 201810
TriaGen Wealth Management LLC 10100.11%0.58%1.14%Q2 2021Q3 202310
CAPITAL COUNSEL LLC/NY 10100.02%4.70%13.76%Q3 2015Q4 201710
Ballew Advisors, Inc 510.12%1.32%3.64%Q4 2017Q4 202210
SWMG, LLC 640.33%0.62%1.35%Q4 2020Q2 202310
X-Square Capital, LLC 10100.15%0.25%0.44%Q3 2020Q4 202210
TWIN FOCUS CAPITAL PARTNERS, LLC 910.03%0.22%0.38%Q3 2014Q4 202010
TruWealth Advisors, LLC 510.03%0.19%0.34%Q4 2020Q3 202310
Frontier Wealth Management LLC 10100.11%0.36%0.93%Q4 2014Q1 201710
Cordant, Inc. 10100.20%0.28%0.36%Q4 2019Q1 202210
Newport Wealth Strategies, Inc. 10100.15%0.38%0.62%Q2 2019Q3 202110
Bellwether Advisors, LLC 10100.01%0.02%0.04%Q4 2020Q1 202310
Atlas Private Wealth Advisors 640.02%0.28%0.90%Q2 2020Q3 202310
MARSHALL FINANCIAL GROUP INC /ADV 10100.13%0.24%0.50%Q2 2020Q3 202210
Core Wealth Advisors, Inc. 640.03%2.03%6.09%Q2 2020Q3 202310
Banque Cantonale Vaudoise 820.01%0.04%0.09%Q3 2020Q3 202310
Burns Matteson Capital Management, LLC 821.00%6.23%14.76%Q4 2020Q2 202310
Virtus Investment Advisers, Inc. 310.02%0.55%2.18%Q2 2013Q4 201710
TIEMANN INVESTMENT ADVISORS, LLC 10100.11%0.18%0.28%Q2 2021Q3 202310
Titan Capital Management, LLC /TX 9110.38%16.79%20.96%Q4 2018Q1 202210
Windhaven Investment Management, Inc. 10100.39%0.50%0.59%Q2 2013Q3 201510
Trilogy Capital Inc. 510.07%0.42%0.77%Q1 2018Q3 202310
SMITH, MOORE & CO. 10100.12%0.17%0.24%Q2 2015Q3 201710
CITY NATIONAL BANK 10100.01%0.02%0.04%Q2 2013Q3 201510
Pinnacle Wealth Management Advisory Group, LLC 640.10%0.24%0.54%Q4 2018Q2 202110
Concert Wealth Management Inc. 610.02%0.07%0.25%Q2 2013Q3 201610
CEDAR CAPITAL, LLC 510.07%3.58%17.73%Q4 2015Q3 202110
Cambria Investment Management, L.P. 310.09%1.47%2.97%Q4 2014Q1 202310
STABLEFORD CAPITAL II LLC 610.16%3.36%6.23%Q2 2017Q1 20239
BLACKROCK ADVISORS LLC 990.00%0.00%0.00%Q4 2014Q4 20169
FLAGSTAR ADVISORS INC 990.12%0.18%0.34%Q3 2021Q3 20239
Coho Partners, Ltd. 990.01%0.03%0.11%Q4 2020Q4 20229
Numeric Investors LLC 310.00%0.01%0.02%Q2 2013Q4 20179
Edelman Financial Services, LLC 990.00%0.27%1.25%Q2 2013Q2 20159
MANAGED ACCOUNT ADVISORS LLC 990.01%0.04%0.09%Q2 2013Q2 20159
SMITH HAYES Advisers, Inc 990.14%0.15%0.16%Q1 2014Q1 20169
First City Capital Management, Inc. 990.01%0.01%0.01%Q1 2014Q1 20169
Westover Capital Advisors, LLC 990.18%0.25%0.33%Q2 2013Q2 20159
Counsel Portfolio Services Inc. 990.66%9.05%15.93%Q2 2014Q2 20169
BRINKER CAPITAL INC 510.01%0.08%0.17%Q2 2013Q2 20209
Gateway Advisory, LLC 990.05%0.11%0.33%Q4 2018Q4 20209
Spectrum Management Group, LLC 990.03%0.04%0.05%Q2 2020Q2 20229
Weatherstone Capital Management 510.08%3.08%19.06%Q3 2015Q1 20199
Waverly Advisors, LLC 720.02%0.05%0.15%Q1 2020Q3 20239
Lenox Wealth Advisors, LLC 990.00%0.01%0.02%Q4 2019Q4 20219
LVZ, Inc. 410.04%2.80%7.70%Q4 2013Q4 20229
BEACON FINANCIAL GROUP 540.04%0.30%1.51%Q4 2013Q2 20169
Fusion Investment Group, LLC 990.65%1.52%2.69%Q4 2013Q4 20159
KWMG, LLC 990.10%0.26%0.40%Q4 2014Q4 20169
AlphaStar Capital Management, LLC 540.04%1.53%7.46%Q4 2017Q4 20209
Integrated Wealth Management 990.06%0.08%0.11%Q1 2015Q1 20179
Hayden Royal, LLC 410.13%0.45%1.38%Q4 2018Q4 20219
Wall Capital Group, Inc. 990.12%1.47%3.24%Q1 2017Q1 20199
Pinnacle Bancorp, Inc. 510.00%0.01%0.01%Q1 2017Q3 20239
Global Financial Private Capital, Inc 720.01%0.51%1.75%Q3 2017Q2 20209
Crescent Grove Advisors, LLC 630.04%0.24%0.49%Q1 2020Q3 20239
Berman Capital Advisors, LLC 990.01%0.06%0.08%Q4 2018Q4 20209
Aries Wealth Management 630.24%0.26%0.28%Q2 2021Q3 20239
Ballast, Inc. 543.21%4.39%5.64%Q4 2018Q3 20239
Triumph Capital Management 990.11%0.15%0.22%Q3 2021Q3 20239
CNB Bank 990.06%0.07%0.09%Q3 2021Q3 20239
F3Logic, LLC 720.05%1.10%3.97%Q4 2018Q4 20229
Vestmark Advisory Solutions, Inc. 510.03%0.07%0.13%Q1 2019Q2 20239
LFA - Lugano Financial Advisors SA 990.04%2.31%3.03%Q3 2021Q3 20239
Mount Yale Investment Advisors, LLC 610.01%0.05%0.16%Q1 2018Q3 20239
Concentrum Wealth Management 990.21%0.29%0.43%Q4 2018Q4 20209
MONECO Advisors, LLC 610.14%0.29%0.52%Q2 2020Q3 20239
Gladstone Institutional Advisory LLC 990.01%0.03%0.07%Q3 2021Q3 20239
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.15%0.60%Q4 2018Q3 20239
ESL Trust Services, LLC 990.07%0.61%1.10%Q1 2020Q1 20229
TBH Global Asset Management, LLC 540.07%0.28%1.30%Q4 2019Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.01%0.23%0.38%Q4 2019Q3 20239
Juniper Hill Capital Management LP 9927.90%40.18%61.11%Q1 2021Q1 20239
Danda Trouve Investment Management, Inc. 990.50%1.08%2.18%Q3 2020Q3 20229
Berkshire Bank 990.11%0.51%1.59%Q3 2020Q3 20229
Clear Perspectives Financial Planning, LLC 990.01%0.06%0.10%Q4 2020Q4 20229
Rede Wealth, LLC 810.14%0.41%1.05%Q1 2021Q2 20239
MBL Wealth, LLC 720.23%1.70%2.30%Q4 2020Q3 20239
WC Walker & Associates, Inc. 990.23%0.28%0.38%Q4 2020Q4 20229
Pinnacle Wealth Management Group, Inc. 630.76%4.40%7.62%Q2 2021Q3 20239
Roberts Wealth Advisors, LLC 990.40%0.60%0.86%Q3 2021Q3 20239
Independent Wealth Network Inc. 990.14%1.11%1.91%Q3 2021Q3 20239
Bromfield Sneider Wealth Advisors 990.44%0.61%0.79%Q4 2021Q4 20239
CITY HOLDING CO 810.00%0.02%0.02%Q4 2017Q3 20219
CALTON & ASSOCIATES, INC. 610.08%0.38%1.15%Q4 2017Q2 20219
UBS ASSET MANAGEMENT AMERICAS INC 990.00%0.00%0.00%Q3 2017Q3 20199
Ameritas Investment Company, LLC 990.01%0.18%0.39%Q3 2019Q3 20219
SMITH SHELLNUT WILSON LLC /ADV 990.02%0.13%0.52%Q2 2019Q2 20219
SHEPHERD KAPLAN KROCHUK, LLC 710.10%0.22%0.56%Q4 2017Q3 20218
Bank of Kentucky, Inc. 880.25%0.31%0.35%Q2 2013Q1 20158
DFPG INVESTMENTS, LLC 710.11%0.49%1.97%Q3 2019Q3 20238
KELLEHER FINANCIAL ADVISORS 880.12%0.26%0.48%Q4 2015Q3 20178
Jackson Hole Capital Partners, LLC 510.00%0.04%0.14%Q3 2019Q3 20238
9258 Wealth Management, LLC 880.10%0.16%0.21%Q1 2020Q4 20218
EASTERLY INVESTMENT PARTNERS LLC 880.84%0.96%1.13%Q4 2021Q3 20238
Castleview Partners, LLC 880.01%0.26%0.59%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.29%0.44%0.55%Q4 2021Q3 20238
Landsberg, Bennett, & Dubbaneh LLC 880.05%2.50%6.12%Q4 2018Q3 20208
Truvestments Capital LLC 530.00%0.01%0.02%Q4 2020Q2 20238
SCHRODER INVESTMENT MANAGEMENT GROUP 710.01%0.04%0.13%Q2 2021Q3 20238
Laurel Wealth Advisors, Inc. 410.02%0.22%0.63%Q4 2019Q4 20228
TIAA CREF TRUST CO FSB/MO 710.02%0.04%0.07%Q2 2013Q1 20178
CLEAR INVESTMENT RESEARCH, LLC 710.01%0.01%0.02%Q1 2016Q2 20218
Hefty Wealth Partners 620.42%2.89%4.83%Q4 2015Q1 20188
Tradewinds Capital Management, LLC 530.00%0.04%0.09%Q2 2017Q1 20218
BAIRD ROBERT W & CO INC /WI/ 880.10%0.14%0.19%Q2 2013Q1 20158
TRUST CO OF VERMONT 410.00%0.01%0.03%Q4 2019Q1 20238
Intellectus Partners, LLC 610.00%0.03%0.07%Q2 2017Q1 20218
StrategIQ Financial Group, LLC 880.04%0.12%0.23%Q4 2021Q3 20238
SECURITY NATIONAL TRUST CO 880.01%0.01%0.01%Q4 2019Q3 20218
WESTWOOD HOLDINGS GROUP INC 880.00%0.00%0.01%Q4 2020Q3 20228
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
DRW Securities, LLC 210.02%0.39%0.97%Q2 2013Q4 20178
AMERICAN NATIONAL BANK 880.00%0.00%0.01%Q4 2021Q3 20238
DSC Advisors, L.P. 880.13%0.98%2.12%Q3 2014Q2 20168
WealthPLAN Partners, LLC 310.00%0.02%0.04%Q2 2016Q2 20238
TD Waterhouse Canada Inc. 880.00%0.05%0.20%Q4 2021Q3 20238
Blue Chip Partners, LLC 620.02%0.06%0.13%Q3 2020Q2 20238
Finer Wealth Management, Inc. 880.24%1.16%2.03%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.71%2.70%4.25%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.36%0.56%0.71%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 881.03%3.11%11.69%Q4 2021Q3 20238
Advisors Preferred, LLC 310.01%2.88%8.96%Q4 2013Q3 20218
Integrity Financial Corp /WA 880.00%0.00%0.00%Q4 2021Q3 20238
GM Advisory Group, LLC 620.08%5.15%10.19%Q3 2019Q3 20238
Ascent Group, LLC 880.46%0.94%1.37%Q4 2021Q3 20238
Quent Capital, LLC 881.86%3.03%3.88%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.05%0.09%0.16%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.34%0.81%2.17%Q4 2021Q3 20238
HB Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.27%1.23%2.45%Q4 2021Q3 20238
Unconventional Investor, LLC 880.27%0.36%0.78%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 881.02%1.22%1.42%Q4 2021Q3 20238
Independent Advisor Alliance 210.03%0.04%0.06%Q1 2017Q3 20238
Investment Advisory Group, LLC 880.45%0.74%0.89%Q4 2021Q3 20238
Covestor Ltd 880.02%0.05%0.08%Q4 2021Q3 20238
Starfox Financial Services, LLC 888.52%10.27%12.20%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.06%0.14%0.21%Q4 2021Q3 20238
LifeGuide Financial Advisors, LLC 881.02%1.20%1.33%Q4 2021Q3 20238
Highland Private Wealth Management 510.03%0.07%0.10%Q1 2017Q2 20198
UNIONVIEW, LLC 884.60%7.56%10.08%Q4 2021Q3 20238
Eagle Strategies LLC 880.12%0.15%0.25%Q4 2021Q3 20238
TCWP LLC 880.53%0.91%2.71%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 881.82%2.07%2.34%Q4 2021Q3 20238
NCM Capital Management, LLC 880.25%0.32%0.43%Q4 2021Q3 20238
Midwest Heritage Bank, FSB 882.59%3.03%3.30%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.04%0.05%0.06%Q4 2021Q3 20238
Pacific Center for Financial Services 530.00%0.07%0.21%Q3 2021Q3 20238
Buttonwood Financial Advisors Inc. 881.65%1.80%2.23%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 880.55%0.73%0.99%Q4 2021Q3 20238
BAR HARBOR WEALTH MANAGEMENT 530.02%0.05%0.11%Q2 2019Q3 20238
Balentine LLC 510.00%15.38%26.20%Q2 2019Q3 20238
DMC Group, LLC 880.33%0.50%0.58%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Teamwork Financial Advisors, LLC 610.04%0.68%2.92%Q4 2019Q3 20228
Topel & Distasi Wealth Management, LLC 881.79%2.49%4.37%Q4 2021Q3 20238
Mayflower Financial Advisors, LLC 880.04%0.05%0.06%Q4 2020Q3 20228
DEFINED WEALTH MANAGEMENT, LLC 880.40%0.85%1.50%Q1 2021Q4 20228
Golden State Equity Partners 530.32%0.56%0.94%Q1 2021Q3 20238
Rather & Kittrell, Inc. 880.56%1.35%2.13%Q4 2021Q3 20238
Mach-1 Financial Group, LLC 660.00%2.35%17.99%Q4 2020Q1 20228
Icon Wealth Partners, LLC 410.00%0.05%0.09%Q4 2017Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.00%1.56%3.55%Q4 2021Q3 20238
Hemington Wealth Management 710.10%0.24%0.28%Q4 2020Q3 20238
GRIES FINANCIAL LLC 530.10%0.40%1.11%Q3 2021Q3 20238
Baron Financial Group, LLC 880.00%0.01%0.01%Q3 2020Q2 20228
Barber Financial Group, Inc. 440.05%0.17%0.42%Q2 2020Q1 20238
Rise Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Client First Capital LLC 881.06%12.52%20.61%Q4 2021Q3 20238
Mechanics Financial Corp 880.05%0.19%0.26%Q4 2021Q3 20238
ACG Wealth 610.04%0.08%0.10%Q4 2013Q2 20228
Front Row Advisors LLC 880.00%0.00%0.00%Q4 2017Q3 20198
K.J. Harrison & Partners Inc 440.32%2.68%8.78%Q1 2019Q3 20238
Eudaimonia Partners, LLC 610.03%0.10%0.30%Q4 2019Q1 20228
Crewe Advisors LLC 710.00%0.02%0.02%Q2 2019Q3 20238
Clarus Wealth Advisors 880.20%0.74%1.57%Q3 2018Q2 20208
Chicago Partners Investment Group LLC 530.00%0.03%0.05%Q1 2018Q2 20218
Thomasville National Bank 880.16%0.18%0.20%Q1 2017Q4 20188
NATIONAL BANK OF CANADA /FI/ 880.01%0.06%0.29%Q4 2021Q3 20238
Apeiron RIA LLC 880.09%0.21%0.77%Q4 2021Q3 20238
Sunburst Financial Group, LLC 880.08%0.22%0.39%Q4 2021Q3 20238
Edmonds Duncan Registered Investment Advisors, LLC 440.17%0.24%0.32%Q4 2015Q3 20238
OLD MISSION CAPITAL LLC 210.04%0.30%0.85%Q4 2017Q3 20238
First Allied Asset Management, Inc. 880.72%1.23%1.99%Q2 2013Q1 20158
Avion Wealth 620.00%0.00%0.01%Q3 2021Q3 20238
Sierra Capital LLC 880.02%0.22%0.34%Q1 2021Q4 20228
EXCALIBUR MANAGEMENT CORP 620.25%2.32%3.52%Q2 2013Q4 20218
WEST CHESTER CAPITAL ADVISORS, INC 310.27%1.98%6.19%Q3 2015Q2 20187
Atria Wealth Solutions, Inc. 770.12%0.17%0.28%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.03%0.17%0.27%Q1 2022Q3 20237
Coury Firm Asset Management LLC 770.85%1.64%3.54%Q4 2021Q2 20237
Cypress Capital Management LLC (WY) 610.03%4.02%5.90%Q3 2019Q3 20237
Squar Milner Financial Services LLC 770.01%0.63%4.24%Q2 2018Q4 20197
Pettinga Financial Advisors LLC 520.28%0.38%0.52%Q4 2018Q2 20237
Stadion Money Management, LLC 510.01%0.54%1.75%Q2 2013Q1 20167
Paradigm Financial Advisors, LLC 610.05%0.54%1.84%Q1 2014Q4 20217
Eldridge Investment Advisors, Inc. 770.11%1.33%2.78%Q1 2018Q3 20197
SeaCrest Wealth Management, LLC 610.01%0.01%0.02%Q4 2017Q2 20227
Maxim Capital Management LLC 774.50%6.27%8.32%Q4 2018Q2 20207
Merriman Wealth Management, LLC 312.97%18.55%58.72%Q4 2013Q1 20207
StrongBox Wealth, LLC 772.30%2.81%3.10%Q2 2022Q4 20237
Auxano Advisors, LLC 770.59%2.66%3.24%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.05%0.06%Q4 2021Q2 20237
Chemistry Wealth Management LLC 770.53%0.65%0.78%Q1 2022Q3 20237
Wela Strategies, Inc. 615.51%5.84%6.47%Q1 2017Q4 20187
Fiduciary Group LLC 772.36%4.54%5.94%Q1 2022Q3 20237
RWA WEALTH PARTNERS, LLC 770.01%0.01%0.03%Q1 2022Q3 20237
SINECERA CAPITAL, LLC 430.68%0.77%0.85%Q4 2021Q3 20237
Edge Wealth Management LLC 610.03%7.28%11.35%Q4 2020Q3 20237
Sowa Financial Group, Inc. 770.22%0.32%0.42%Q4 2019Q2 20217
Oxbow Advisors, LLC 610.10%0.66%3.53%Q4 2019Q3 20237
NEW ENGLAND ASSET MANAGEMENT INC 770.00%0.00%0.00%Q2 2013Q4 20147
Bigelow Investment Advisors, LLC 770.11%0.20%0.25%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%5.44%23.20%Q1 2022Q3 20237
PAX Financial Group, LLC 520.09%0.15%0.29%Q1 2020Q2 20237
CAROLINAS WEALTH CONSULTING LLC 770.00%0.25%0.42%Q1 2022Q3 20237
Savior LLC 610.01%0.93%3.36%Q1 2020Q3 20237
Wick Capital Partners, LLC 610.26%1.16%3.57%Q4 2021Q3 20237
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.01%Q1 2013Q3 20237
Capital Wealth Alliance, LLC 770.46%2.08%4.48%Q2 2020Q4 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.10%0.14%0.18%Q2 2013Q4 20147
Ameritas Advisory Services, LLC 610.01%0.03%0.05%Q4 2021Q3 20237
CAPSTONE INVESTMENT ADVISORS, LLC 770.01%0.26%0.49%Q4 2016Q2 20187
ROYCE & ASSOCIATES LP 770.00%0.00%0.00%Q2 2013Q4 20147
Lake Hills Wealth Management, LLC 522.75%9.17%13.37%Q4 2021Q3 20237
Tillar-Wenstrup Advisors, LLC 770.38%4.39%13.37%Q3 2018Q1 20207
Bank of New Hampshire 770.04%0.04%0.04%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.38%0.62%0.99%Q1 2022Q3 20237
Invst, LLC 310.14%3.80%5.15%Q1 2021Q3 20237
Connectus Wealth, LLC 770.05%0.65%1.12%Q1 2022Q3 20237
UNIO CAPITAL LLC 770.74%0.88%1.12%Q2 2019Q4 20207
Blackhawk Capital Partners LLC. 410.00%0.62%1.97%Q2 2018Q2 20217
Catalyst Capital Advisors LLC 610.00%0.00%0.01%Q1 2015Q4 20167
CETERA INVESTMENT MANAGEMENT LLC 773.86%5.10%5.92%Q4 2015Q2 20177
BALDWIN BROTHERS LLC/MA 410.00%0.00%0.01%Q1 2016Q4 20237
GenWealth Group, Inc. 214.20%11.82%23.64%Q4 2018Q3 20237
Gs Investments, Inc. 610.00%0.01%0.01%Q2 2017Q4 20197
Wolf Group Capital Advisors 610.08%1.80%2.97%Q4 2021Q3 20237
LIBERTY WEALTH MANAGEMENT LLC 430.00%0.16%0.59%Q2 2020Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.04%0.10%0.18%Q1 2022Q3 20237
WESPAC Advisors, LLC 770.97%2.96%6.61%Q1 2019Q3 20207
CAHABA WEALTH MANAGEMENT, INC. 770.17%0.25%0.34%Q1 2022Q3 20237
NORTHSTAR ASSET MANAGEMENT INC 770.08%0.10%0.13%Q1 2021Q3 20227
Winthrop Partners - WNY, LLC 520.34%0.51%0.59%Q4 2017Q3 20197
Wellington Shields Capital Management, LLC 770.05%0.13%0.35%Q1 2022Q3 20237
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 772.56%3.56%4.93%Q1 2022Q3 20237
Birchcreek Wealth Management, LLC 610.11%2.20%5.12%Q4 2020Q3 20237
HIGHLAND CAPITAL MANAGEMENT, LLC 770.04%0.05%0.05%Q2 2013Q4 20147
Family Management Corp 610.01%1.54%6.43%Q2 2019Q3 20237
MATRIX ASSET ADVISORS INC/NY 770.04%0.14%0.19%Q3 2019Q1 20217
Clearview Wealth Advisors LLC 770.01%0.54%1.33%Q4 2020Q2 20227
Avondale Wealth Management 770.02%0.05%0.13%Q2 2018Q4 20197
Apollon Wealth Management, LLC 770.05%0.10%0.23%Q1 2022Q3 20237
KANALY TRUST CO 770.01%0.02%0.04%Q4 2013Q2 20157
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Delta Investment Management, LLC 410.28%1.59%6.47%Q4 2018Q4 20207
INNEALTA CAPITAL, LLC 320.11%0.20%0.27%Q4 2018Q4 20217
STRATEGIC WEALTH MANAGEMENT INC 771.29%1.71%2.73%Q2 2020Q4 20217
Haverford Trust Co 770.00%0.08%0.24%Q1 2022Q3 20237
W.G. Shaheen & Associates DBA Whitney & Co 520.00%0.22%0.42%Q2 2018Q3 20237
tru Independence LLC 610.14%0.47%2.08%Q2 2020Q1 20227
Blue Sky Asset Management, LLC 520.26%2.37%5.74%Q2 2018Q4 20207
FIRST CITIZENS BANK & TRUST CO 410.01%0.03%0.05%Q2 2018Q4 20227
SIMON QUICK ADVISORS, LLC 310.00%0.04%0.09%Q2 2019Q3 20237
Cable Hill Partners, LLC 610.02%0.20%0.65%Q3 2016Q4 20217
UBS AG 660.00%0.12%0.15%Q2 2013Q3 20147
Accel Wealth Management 430.01%0.01%0.02%Q4 2020Q3 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.11%0.29%Q1 2021Q4 20227
Founders Financial Alliance, LLC 610.01%0.33%0.52%Q4 2020Q3 20237
GREENLEAF TRUST 770.01%0.01%0.01%Q2 2018Q4 20197
Trexquant Investment LP 310.01%0.03%0.09%Q2 2020Q2 20237
PLANNING ALTERNATIVES LTD /ADV 770.06%0.06%0.08%Q1 2020Q3 20217
Providence Capital Advisors, LLC 610.00%0.00%0.01%Q3 2020Q3 20227
Allen Capital Group, LLC 310.04%0.94%3.21%Q3 2020Q3 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.02%0.02%Q1 2022Q3 20237
Raub Brock Capital Management LP 320.39%1.57%3.89%Q1 2020Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.02%Q2 2020Q4 20217
Truehand, Inc 770.06%0.10%0.13%Q2 2020Q4 20217
Placemark Investments, Inc. 770.35%0.46%0.64%Q2 2013Q4 20147
Hanson & Doremus Investment Management 770.02%0.03%0.03%Q4 2016Q2 20187
PATTON FUND MANAGEMENT, INC. 520.17%0.25%0.39%Q4 2020Q3 20237
DRIVE WEALTH MANAGEMENT, LLC 430.44%0.67%0.92%Q4 2021Q3 20237
Horizons Wealth Management 770.21%1.25%2.33%Q2 2022Q4 20237
SOUTH GEORGIA CAPITAL, LLC 610.02%0.05%0.07%Q4 2013Q3 20157
Clearwater Capital Advisors, LLC 610.03%3.20%5.74%Q4 2018Q1 20227
Liberty Capital Management, Inc. 660.01%0.01%0.02%Q3 2016Q4 20176
ARS Wealth Advisors, LLC 660.05%0.14%0.20%Q1 2020Q2 20216
Bond & Devick Financial Network, Inc. 660.19%0.30%0.41%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.02%0.03%0.03%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.06%0.38%0.81%Q2 2013Q3 20146
Modus Advisors, LLC 510.03%1.86%2.32%Q2 2020Q4 20236
CPR Investments Inc. 664.36%5.14%7.22%Q2 2022Q3 20236
Jupiter Wealth Management LLC 661.29%1.83%2.30%Q1 2019Q2 20206
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q1 20236
Advisor Resource Council 660.36%0.82%1.18%Q2 2021Q3 20226
TRIAD FINANCIAL ADVISORS, INC. 660.08%0.12%0.18%Q2 2022Q3 20236
Greenspring Advisors, LLC 660.14%0.56%1.24%Q2 2022Q3 20236
TIEDEMANN ADVISORS, LLC 660.02%0.24%0.49%Q2 2022Q3 20236
Blue Fin Capital, Inc. 660.08%0.37%0.56%Q2 2022Q3 20236
CAPE COD FIVE CENTS SAVINGS BANK 510.05%0.06%0.06%Q2 2013Q1 20156
Spruce Investment Advisors LLC 420.06%0.23%0.54%Q2 2013Q1 20156
LOWERY THOMAS, LLC 510.22%3.39%6.72%Q4 2021Q3 20236
QUANTUM CAPITAL MANAGEMENT 660.05%0.10%0.15%Q2 2013Q3 20146
Clientfirst Wealth Management, LLC 660.39%0.68%1.30%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.01%0.02%0.05%Q2 2022Q3 20236
WBI INVESTMENTS, LLC 210.03%1.33%3.95%Q3 2014Q1 20196
FARMERS TRUST CO 660.12%0.15%0.18%Q2 2022Q3 20236
FirstPurpose Wealth LLC 410.63%1.16%1.73%Q4 2021Q3 20236
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
JOYN Advisors, Inc. 510.00%0.01%0.01%Q2 2013Q1 20186
Accuvest Global Advisors 660.07%2.20%7.04%Q2 2013Q3 20146
Walkner Condon Financial Advisors LLC 660.11%0.13%0.19%Q2 2022Q3 20236
Artemis Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Crosspoint Capital Strategies, LLC 420.00%0.06%0.16%Q4 2013Q4 20156
Autumn Glory Partners, LLC 660.17%0.23%0.36%Q2 2022Q3 20236
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.01%0.01%0.02%Q2 2017Q3 20186
Sanctuary Wealth Management, L.L.C. 310.40%17.57%47.37%Q4 2017Q3 20236
Forum Private Client Group LLC 660.67%0.79%0.86%Q1 2022Q2 20236
Acorn Wealth Advisors, LLC 330.12%0.55%1.22%Q4 2017Q3 20236
Silicon Hills Wealth Management, LLC 510.02%0.52%1.00%Q4 2019Q2 20236
Veracity Capital LLC 220.28%1.37%3.96%Q1 2020Q3 20236
Marcum Wealth, LLC 330.03%0.07%0.11%Q4 2019Q1 20236
AXA S.A. 510.00%0.35%2.09%Q3 2015Q1 20186
Karn, Couzens & Associates, Inc. 664.65%6.66%7.72%Q4 2020Q1 20226
Caprock Group, LLC 660.03%0.05%0.06%Q4 2019Q1 20216
Running Point Capital Advisors, LLC 660.02%0.02%0.04%Q2 2022Q3 20236
WEST MICHIGAN ADVISORS, LLC 660.26%0.39%0.54%Q2 2022Q3 20236
AGF Investments LLC 420.00%0.00%0.00%Q1 2018Q4 20196
Empirical Finance, LLC 310.23%2.58%7.00%Q4 2016Q3 20206
MOULTON WEALTH MANAGEMENT, INC 422.99%16.27%34.37%Q4 2019Q2 20226
SIMMONS FIRST TRUST CO NA 660.08%0.56%0.89%Q2 2013Q3 20146
CHOREO, LLC 330.05%0.11%0.17%Q1 2016Q3 20236
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 410.00%0.37%1.85%Q4 2017Q3 20236
Southland Equity Partners LLC 660.15%0.18%0.23%Q2 2022Q3 20236
Trinity Legacy Partners, LLC 660.10%1.08%1.95%Q3 2019Q4 20206
Freestate Advisors LLC 662.20%15.06%52.48%Q3 2019Q4 20206
NOMURA HOLDINGS INC 660.00%0.01%0.02%Q4 2012Q1 20146
Consolidated Planning Corp 660.40%0.85%1.18%Q2 2022Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.36%1.03%2.11%Q2 2015Q3 20166
Professional Financial Advisors, LLC 410.25%0.67%1.26%Q4 2019Q3 20236
Plante Moran Financial Advisors, LLC 110.00%0.02%0.06%Q4 2015Q4 20226
WEALTHFRONT Corp 510.00%0.00%0.00%Q1 2014Q3 20156
Narus Financial Partners, LLC 660.15%0.41%0.58%Q2 2022Q3 20236
ARS Investment Partners, LLC 660.05%0.24%0.32%Q4 2016Q1 20186
FineMark National Bank & Trust 310.00%0.00%0.01%Q2 2013Q4 20216
VALLEY WEALTH MANAGERS, INC. 660.00%0.02%0.02%Q2 2022Q3 20236
Strategic Advisors LLC 310.13%0.15%0.17%Q1 2020Q4 20226
ODonnell Financial Services, LLC 660.14%1.24%2.94%Q3 2021Q4 20226
Arden Trust Co 660.03%0.61%1.17%Q3 2022Q4 20236
1919 Investment Counsel, LLC 660.02%0.03%0.03%Q2 2013Q3 20146
Straight Path Wealth Management 660.17%0.50%0.91%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.04%0.04%0.04%Q2 2013Q3 20146
Sterling Investment Advisors, Ltd. 420.01%0.02%0.06%Q2 2020Q2 20226
Edmond de Rothschild (Europe) 660.01%0.17%0.57%Q2 2015Q3 20166
SBB Research Group LLC 420.35%6.82%21.43%Q4 2021Q3 20236
DOCK STREET ASSET MANAGEMENT INC 660.64%1.31%1.51%Q2 2022Q3 20236
RETIREMENT INCOME SOLUTIONS, INC 660.28%1.01%1.47%Q2 2022Q3 20236
CLIENT 1ST ADVISORY GROUP, LLC 660.10%0.12%0.15%Q4 2020Q1 20226
TORONTO DOMINION BANK 310.00%0.03%0.05%Q4 2015Q1 20236
Emerald Advisors, LLC 660.20%0.30%0.38%Q2 2021Q3 20226
Falcon Wealth Planning 660.17%0.37%0.66%Q2 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.15%0.44%0.60%Q4 2021Q3 20236
Redhawk Wealth Advisors, Inc. 410.14%0.50%2.10%Q2 2019Q3 20236
Seelaus Asset Management LLC 660.15%0.41%0.61%Q2 2022Q3 20236
Psagot Value Holdings Ltd. 510.01%0.03%0.06%Q2 2013Q4 20196
MCDONALD PARTNERS LLC 660.02%0.18%0.29%Q2 2021Q3 20226
Forward Management, LLC 6624.70%42.31%52.32%Q3 2020Q4 20216
Grove Bank & Trust 310.01%0.02%0.03%Q4 2015Q3 20236
FIRST FOUNDATION ADVISORS 660.01%0.19%0.30%Q2 2022Q3 20236
TOTAL INVESTMENT MANAGEMENT INC 330.05%0.44%0.68%Q2 2021Q4 20226
ANGELES WEALTH MANAGEMENT, LLC 661.20%1.59%1.90%Q2 2022Q3 20236
Blue Trust, Inc. 660.05%0.12%0.18%Q2 2022Q3 20236
Main Management LLC 660.97%2.11%2.98%Q2 2022Q3 20236
Rollins Financial 660.16%0.34%0.54%Q2 2022Q3 20236
Global X Management CO LLC 210.02%0.28%1.44%Q3 2015Q2 20186
Pinnacle Summer Investments, Inc. 660.00%0.00%0.00%Q2 2013Q3 20146
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.06%1.89%2.99%Q4 2020Q1 20236
AMERICAN ASSET MANAGEMENT INC. 420.15%0.26%0.51%Q2 2013Q4 20166
Azimuth Capital Management LLC 660.02%0.03%0.04%Q4 2020Q1 20226
SkyView Investment Advisors, LLC 661.40%2.26%3.65%Q2 2022Q3 20236
Foothills Asset Management, Ltd. 660.72%0.80%0.87%Q4 2018Q1 20206
HORIZON FINANCIAL SERVICES, LLC 660.00%4.29%11.85%Q3 2020Q4 20216
Bickling Financial Services, Inc. 660.13%0.25%0.49%Q4 2020Q1 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.01%0.01%0.02%Q4 2020Q1 20226
WBH ADVISORY INC 330.02%0.07%0.12%Q4 2021Q3 20236
Briaud Financial Planning, Inc 660.00%0.27%0.36%Q2 2022Q3 20236
Passive Capital Management, LLC. 660.18%0.30%0.44%Q4 2021Q1 20236
Precision Wealth Strategies, LLC 510.75%2.61%7.34%Q4 2020Q4 20226
COUNTRY CLUB BANK /GFN 510.04%0.41%0.81%Q1 2022Q3 20236
Freestone Capital Holdings, LLC 320.00%0.16%0.44%Q2 2013Q4 20205
Allegis Investment Advisors, LLC 320.05%0.34%1.24%Q4 2015Q1 20185
Willow Creek Wealth Management Inc. 550.04%0.04%0.04%Q3 2022Q3 20235
Canal Capital Management, LLC 410.17%0.54%1.50%Q4 2019Q3 20225
NorthRock Partners, LLC 410.05%0.21%0.54%Q3 2019Q3 20235
Capital Advantage, Inc. 550.09%1.82%4.24%Q4 2013Q4 20145
Berkeley Capital Partners, LLC 550.16%0.26%0.37%Q2 2017Q2 20185
Silicon Valley Capital Partners 410.20%0.26%0.38%Q3 2020Q3 20225
Compass Ion Advisors, LLC 410.11%5.48%26.74%Q1 2020Q3 20235
Raab & Moskowitz Asset Management LLC 210.01%0.09%0.20%Q4 2014Q3 20235
SMI Advisory Services, LLC 410.09%12.18%15.94%Q2 2022Q3 20235
Abacus Planning Group, Inc. 550.09%0.11%0.13%Q3 2022Q3 20235
First Capital Advisors Group, LLC. 550.01%1.73%6.44%Q2 2022Q2 20235
LYELL WEALTH MANAGEMENT, LP 550.04%0.07%0.16%Q2 2022Q2 20235
MFA WEALTH ADVISORS, LLC 410.01%0.14%0.20%Q4 2017Q2 20205
CABANA LLC 320.00%2.28%9.02%Q2 2018Q2 20205
Beirne Wealth Consulting Services, LLC 550.75%0.93%1.40%Q3 2022Q3 20235
Greenline Partners, LLC 550.35%0.36%0.37%Q4 2017Q4 20185
Abbrea Capital, LLC 550.03%0.04%0.05%Q2 2020Q2 20215
KCS Wealth Advisory 410.01%0.47%0.72%Q4 2017Q3 20195
Chicago Wealth Management, Inc. 550.16%4.42%10.92%Q3 2022Q3 20235
TFO Wealth Partners, LLC 550.03%0.04%0.04%Q1 2020Q1 20215
Blume Capital Management, Inc. 550.03%0.05%0.08%Q3 2019Q3 20205
Focused Wealth Management, Inc 310.00%0.01%0.03%Q3 2014Q3 20235
Miracle Mile Advisors, LLC 310.30%3.29%9.45%Q3 2014Q4 20185
Brickley Wealth Management 550.08%0.09%0.10%Q3 2022Q3 20235
Segment Wealth Management, LLC 550.49%0.64%0.79%Q2 2013Q2 20145
Wiser Wealth Management, Inc 550.14%0.22%0.37%Q4 2020Q4 20215
Goldstein Munger & Associates 550.12%0.62%0.83%Q4 2009Q4 20105
A. D. Beadell Investment Counsel, Inc. 550.19%0.26%0.30%Q3 2022Q3 20235
Stearns Financial Services Group 410.01%0.01%0.01%Q3 2018Q4 20195
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 550.08%0.10%0.12%Q3 2022Q3 20235
Legacy Financial Advisors, Inc. 550.01%0.01%0.01%Q1 2018Q1 20195
CORDA Investment Management, LLC. 550.16%0.23%0.37%Q2 2019Q2 20205
Elmwood Wealth Management, Inc. 210.01%0.02%0.04%Q2 2020Q4 20215
Q3 Asset Management 321.10%2.01%2.49%Q1 2018Q3 20225
Hilton Capital Management, LLC 553.97%6.90%7.86%Q1 2022Q1 20235
EP Wealth Advisors, LLC 210.00%0.03%0.08%Q3 2020Q3 20235
MARCUARD FAMILY OFFICE LTD 550.96%2.20%3.07%Q2 2013Q2 20145
Spartan Planning & Wealth Management 410.00%0.37%1.78%Q1 2022Q3 20235
Cooper Financial Group 410.05%0.28%0.39%Q4 2020Q3 20235
EQ LLC 210.59%2.14%3.44%Q3 2021Q2 20235
Good Harbor Financial, LLC 550.01%16.09%80.15%Q3 2014Q3 20155
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 550.01%0.01%0.01%Q2 2022Q2 20235
Mizuho Asset Management Co.,Ltd. 320.01%0.03%0.07%Q3 2013Q4 20145
EVERETT HARRIS & CO /CA/ 550.00%0.00%0.01%Q3 2022Q3 20235
Vanguard Personalized Indexing Management, LLC 550.04%0.09%0.16%Q4 2020Q4 20215
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 550.14%1.35%3.25%Q2 2022Q2 20235
TD Capital Management LLC 410.00%0.00%0.01%Q1 2014Q3 20235
Occidental Asset Management, LLC 310.15%0.28%0.40%Q4 2021Q2 20235
Golden State Wealth Management, LLC 310.01%0.02%0.03%Q1 2019Q3 20205
McGowan Group Asset Management, Inc. 550.12%0.50%1.70%Q3 2022Q3 20235
TCF National Bank 320.03%0.05%0.08%Q4 2019Q1 20215
Alberta Investment Management Corp 550.09%0.18%0.22%Q3 2020Q3 20215
Mitsubishi UFJ Trust & Banking Corp 550.00%0.00%0.00%Q3 2014Q3 20155
Tanglewood Wealth Management, Inc. 4111.36%13.37%15.34%Q2 2018Q1 20205
Laidlaw Wealth Management LLC 210.04%0.11%0.20%Q4 2020Q4 20225
Secure Asset Management, LLC 320.14%0.34%0.76%Q1 2020Q3 20235
Cascadia Advisory Services, LLC 320.17%1.04%2.20%Q2 2020Q3 20215
CERTUITY, LLC 320.02%0.07%0.11%Q2 2020Q3 20235
Single Point Partners, LLC 410.41%0.72%0.86%Q2 2022Q3 20235
Parcion Private Wealth LLC 550.06%0.14%0.24%Q4 2019Q4 20205
Lion Street Advisors, LLC 210.10%0.93%2.58%Q1 2020Q3 20235
Texas Capital Bank Wealth Management Services Inc 320.02%0.14%0.23%Q4 2019Q3 20215
WealthTrust Fairport, LLC 310.00%0.00%0.00%Q2 2013Q1 20195
Montecito Bank & Trust 410.19%0.25%0.32%Q3 2015Q4 20165
AVIANCE CAPITAL MANAGEMENT, LLC 410.00%0.12%0.21%Q2 2013Q3 20175
Whitcomb & Hess, Inc. 550.19%0.28%0.58%Q3 2022Q3 20235
Waypoint Wealth Partners Inc. 550.07%0.11%0.17%Q4 2020Q4 20215
Onyx Bridge Wealth Group LLC 550.13%0.26%0.68%Q3 2022Q3 20235
Intelligence Driven Advisers, LLC 410.12%4.15%9.90%Q4 2018Q3 20235
FWL INVESTMENT MANAGEMENT, LLC 550.69%0.99%1.31%Q3 2022Q3 20235
Southeast Asset Advisors Inc. 550.06%0.07%0.08%Q3 2022Q3 20235
MTM Investment Management, LLC 550.03%0.04%0.04%Q4 2020Q4 20215
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.03%Q3 2019Q4 20215
Bouvel Investment Partners, LLC 553.25%6.11%7.89%Q2 2022Q2 20235
M. Kulyk & Associates, LLC 550.08%0.08%0.09%Q3 2022Q3 20235
HM Capital Management, LLC 550.33%0.41%0.53%Q2 2013Q2 20145
SOLARIS ASSET MANAGEMENT LLC 550.11%0.15%0.20%Q4 2015Q4 20165
CARY STREET PARTNERS ASSET MANAGEMENT LLC 320.01%0.03%0.06%Q4 2020Q1 20235
WOODWARD DIVERSIFIED CAPITAL, LLC 410.17%0.21%0.26%Q1 2022Q3 20235
Round Rock Advisors, LLC 320.10%0.11%0.13%Q2 2022Q3 20235
Beacon Wealthcare LLC 550.78%1.13%2.05%Q4 2022Q4 20235
Pacific Wealth Management 555.47%11.34%15.20%Q3 2022Q3 20235
Fermata Advisors, LLC 410.09%0.13%0.23%Q2 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.21%0.23%0.26%Q3 2022Q3 20235
LCM Capital Management Inc 410.22%0.29%0.34%Q1 2021Q2 20225
BROWN ADVISORY INC 550.00%0.00%0.01%Q3 2022Q3 20235
TUCKER ASSET MANAGEMENT LLC 410.00%0.02%0.06%Q1 2021Q3 20235
J Arnold Wealth Management Co 550.02%0.02%0.03%Q2 2020Q2 20215
Accurate Wealth Management, LLC 550.22%4.41%6.45%Q1 2022Q1 20235
Ironwood Investment Counsel, LLC 550.05%0.81%2.10%Q3 2022Q3 20235
McElhenny Sheffield Capital Management, LLC 554.50%9.37%15.06%Q1 2022Q1 20235
Paladin Advisory Group, LLC 550.02%0.03%0.05%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.16%0.64%2.18%Q4 2021Q4 20225
Highview Capital Management LLC/DE/ 410.12%3.30%8.23%Q2 2022Q3 20235
RESOLUTE FINANCIAL, LLC 550.47%0.52%0.58%Q4 2021Q4 20225
CONSILIO WEALTH ADVISORS, LLC 550.77%0.83%0.93%Q3 2022Q3 20235
NEIRG Wealth Management, LLC 551.74%3.70%6.56%Q2 2022Q2 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
CARDIFF PARK ADVISORS, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
Ameliora Wealth Management Ltd. 551.43%2.07%3.01%Q3 2022Q3 20235
Raleigh Capital Management Inc. 550.38%0.84%1.10%Q1 2022Q1 20235
Rainsberger Wealth Advisors, Inc. 552.66%2.73%2.81%Q3 2022Q3 20235
WorthPointe, LLC 550.27%0.64%0.80%Q1 2022Q1 20235
Safeguard Financial, LLC 410.06%0.67%2.04%Q1 2022Q2 20235
WealthPlan Investment Management, LLC 320.03%0.05%0.07%Q3 2022Q4 20235
White Pine Investment CO 551.21%2.22%2.65%Q3 2022Q3 20235
Essential Planning, LLC. 552.53%10.19%37.83%Q3 2022Q3 20235
VALLEY NATIONAL BANCORP 551.92%4.97%7.68%Q4 2013Q4 20145
FIRST WILSHIRE SECURITIES MANAGEMENT INC 550.12%0.14%0.17%Q3 2020Q3 20215
PRIVATE MANAGEMENT GROUP INC 550.03%0.50%0.66%Q3 2022Q3 20235
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 550.59%0.64%0.73%Q3 2022Q3 20235
PRINCIPAL FINANCIAL GROUP INC 410.00%0.00%0.00%Q4 2018Q1 20205
FIRST TRUST ADVISORS LP 210.00%0.01%0.02%Q2 2013Q4 20225
ANCHOR CAPITAL ADVISORS LLC 550.19%0.53%0.72%Q3 2022Q3 20235
BREMER TRUST NATIONAL ASSOCIATION 550.08%0.11%0.14%Q4 2017Q4 20185
WASHINGTON TRUST BANK 410.00%0.01%0.03%Q3 2013Q3 20165
ROCKEFELLER FINANCIAL SERVICES INC 550.00%0.00%0.01%Q4 2016Q4 20175
L.M. KOHN & COMPANY 550.19%0.36%0.56%Q1 2022Q1 20235
SMITH CHAS P & ASSOCIATES PA CPAS 310.02%1.29%2.19%Q3 2021Q2 20235
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q4 20205
MONROE BANK & TRUST/MI 550.02%0.03%0.05%Q2 2013Q2 20145
GRAY FINANCIAL GROUP /GA /ADV /ADV 554.45%5.60%9.17%Q4 2015Q4 20165
BARRETT & COMPANY, INC. 550.44%0.48%0.51%Q3 2022Q3 20235
SYMONS CAPITAL MANAGEMENT INC 550.50%0.55%0.58%Q3 2020Q3 20215
WEXFORD CAPITAL LP 210.01%0.12%0.21%Q3 2016Q2 20205
BB&T INVESTMENT SERVICES, INC. 550.02%0.15%0.58%Q4 2016Q4 20175
FFT WEALTH MANAGEMENT LLC 410.00%0.09%0.17%Q2 2016Q2 20215
Gupta Wealth Management LLC 550.00%0.01%0.03%Q1 2015Q1 20165
West Branch Capital LLC 440.01%0.01%0.02%Q4 2022Q3 20234
FIDUCIARY SERVICES CORP/GA 440.09%0.13%0.17%Q2 2013Q1 20144
COMMUNITY TRUST & INVESTMENT CO 440.08%0.13%0.18%Q4 2022Q3 20234
Alamar Capital Management, LLC 440.86%0.99%1.26%Q4 2022Q3 20234
BlackRock Group LTD 220.00%0.01%0.02%Q2 2013Q4 20164
Wharton Business Group, LLC 440.03%0.03%0.03%Q4 2018Q3 20194
Russell Investments Group, Ltd. 440.01%0.01%0.01%Q4 2022Q3 20234
Banco BTG Pactual S.A. 440.30%1.06%1.60%Q2 2022Q1 20234
Coppell Advisory Solutions LLC 210.01%0.10%0.32%Q4 2020Q3 20234
ETF MANAGERS GROUP, LLC 440.02%0.07%0.11%Q3 2018Q2 20194
Vestpro Financial Partners, Inc. dba CPF Texas 441.92%2.19%2.51%Q4 2017Q3 20184
Stratos Investment Management, LLC 440.11%0.16%0.22%Q1 2019Q4 20194
Curi Wealth Management, LLC 440.53%5.14%7.07%Q4 2022Q3 20234
Jefferies Group LLC 310.00%0.00%0.01%Q2 2013Q2 20154
Fiduciary Planning LLC 440.45%1.44%3.60%Q2 2020Q1 20214
SageView Advisory Group, LLC 440.06%0.41%0.59%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.06%0.10%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.36%0.38%0.40%Q4 2022Q3 20234
Verity Asset Management, Inc. 210.17%0.23%0.27%Q2 2020Q1 20224
Guidance Point Advisors, LLC 310.01%0.40%0.84%Q3 2021Q2 20234
PALLADIEM, LLC 444.34%4.53%4.89%Q4 2014Q3 20154
Benedetti & Gucer, Inc. 441.48%4.85%7.50%Q4 2022Q3 20234
FAS Wealth Partners, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
ETF Store, Inc. 440.35%0.45%0.61%Q4 2022Q3 20234
SHUFRO ROSE & CO LLC 310.00%0.24%0.91%Q3 2019Q4 20224
Blackston Financial Advisory Group, LLC 440.39%0.48%0.54%Q3 2022Q2 20234
My Legacy Advisors, LLC 440.64%0.70%0.80%Q4 2022Q3 20234
New Capital Management LP 310.20%2.28%3.47%Q3 2022Q3 20234
Johnson Financial Group, LLC 210.18%2.96%6.29%Q4 2016Q1 20194
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 440.08%0.14%0.17%Q4 2022Q3 20234
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 210.00%0.00%0.00%Q4 2013Q4 20154
Y.D. More Investments Ltd 440.02%0.03%0.03%Q4 2022Q3 20234
Global Wealth Management Investment Advisory, Inc. 210.00%0.01%0.01%Q2 2019Q2 20224
Perennial Advisors, LLC 440.34%0.35%0.37%Q4 2022Q3 20234
Elm Partners Management LLC 440.00%0.53%1.68%Q3 2019Q2 20204
Biondo Investment Advisors, LLC 440.10%0.17%0.22%Q2 2013Q1 20144
Americana Partners, LLC 310.00%1.13%2.14%Q4 2019Q3 20234
Kathleen S. Wright Associates Inc. 440.43%0.45%0.48%Q4 2022Q3 20234
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q2 2013Q3 20174
Lighthouse Financial Advisors, Inc. 440.14%0.17%0.20%Q2 2020Q1 20214
MATRIX PRIVATE CAPITAL GROUP LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Anson Capital, Inc. 440.98%1.07%1.12%Q4 2021Q3 20224
American Trust 440.02%0.12%0.18%Q1 2022Q4 20224
AVAII WEALTH MANAGEMENT, LLC 440.85%1.05%1.40%Q4 2022Q3 20234
Amplius Wealth Advisors, LLC 210.03%0.62%1.34%Q4 2021Q1 20234
Ahrens Investment Partners LLC 310.00%0.07%0.28%Q3 2020Q2 20224
Long Run Wealth Advisors, LLC 440.92%2.62%3.26%Q3 2022Q2 20234
MRA Associates USA LLC 440.59%1.28%2.01%Q4 2018Q3 20194
Rinkey Investments 310.01%3.26%6.09%Q4 2021Q4 20224
Pinion Investment Advisors, LLC 310.20%0.29%0.36%Q1 2022Q3 20234
HawsGoodwin Investment Management LLC 440.00%0.08%0.29%Q1 2021Q4 20214
Wealthfront Advisers LLC 440.00%0.13%0.35%Q4 2022Q3 20234
Liberty Street Advisors, Inc. 440.76%4.16%12.62%Q1 2015Q4 20154
THOROUGHBRED FINANCIAL SERVICES, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
CAPITAL ONE FINANCIAL CORP 442.41%4.38%6.33%Q1 2020Q4 20204
Kore Private Wealth LLC 220.00%0.00%0.00%Q4 2018Q1 20204
WESTPORT RESOURCES MANAGEMENT INC 440.01%0.01%0.01%Q2 2013Q1 20144
CONFLUENCE INVESTMENT MANAGEMENT LLC 310.07%0.36%0.63%Q2 2013Q2 20234
InterOcean Capital, LLC 440.03%0.04%0.04%Q3 2019Q2 20204
Hamilton Wealth, LLC 310.15%0.58%1.42%Q4 2020Q3 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.01%0.01%Q1 2022Q4 20224
AFFINITY WEALTH MANAGEMENT LLC 440.17%0.68%1.91%Q1 2015Q4 20154
Costello Asset Management, INC 440.00%0.00%0.00%Q2 2020Q1 20214
Mission Creek Capital Partners, Inc. 440.18%0.19%0.20%Q4 2022Q3 20234
Candriam S.C.A. 440.01%0.01%0.01%Q4 2014Q3 20154
1 NORTH WEALTH SERVICES LLC 220.02%0.03%0.04%Q4 2018Q4 20194
WJ Wealth Management, LLC 440.13%5.09%8.04%Q4 2022Q3 20234
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q4 2013Q3 20154
LAKE STREET PRIVATE WEALTH, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
MONETARY MANAGEMENT GROUP INC 440.41%0.42%0.42%Q4 2013Q3 20144
DAVIDSON TRUST CO 440.26%0.28%0.30%Q2 2020Q1 20214
PRENTISS SMITH & CO INC 310.01%0.02%0.02%Q3 2017Q3 20184
Vista Private Wealth Partners. LLC 441.43%1.57%1.69%Q1 2019Q4 20194
NIEMANN CAPITAL MANAGEMENT INC 4415.81%44.00%64.21%Q1 2020Q4 20204
Legacy Wealth Planning, LLC 440.23%0.28%0.34%Q4 2019Q3 20204
SHEETS SMITH WEALTH MANAGEMENT 310.00%0.03%0.04%Q1 2020Q3 20234
Independence Advisors, LLC 440.01%0.02%0.02%Q4 2019Q3 20204
STEEL GROVE CAPITAL ADVISORS, LLC 440.13%1.00%2.42%Q2 2021Q1 20224
Visionary Wealth Advisors 310.10%0.74%1.81%Q1 2022Q2 20234
Full Sail Capital, LLC 440.22%0.27%0.33%Q1 2019Q4 20194
BERKSHIRE ASSET MANAGEMENT LLC/PA 310.20%0.33%0.43%Q3 2018Q3 20194
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q3 20214
BEAM WEALTH ADVISORS, INC. 442.68%5.08%7.52%Q4 2022Q3 20234
BANK OF NOVA SCOTIA 110.00%0.01%0.03%Q3 2018Q2 20224
Center for Financial Planning, Inc. 110.00%0.00%0.01%Q1 2020Q2 20234
Aviance Capital Partners, LLC 220.06%0.07%0.09%Q1 2019Q2 20204
FIRST UNITED BANK & TRUST 440.11%0.19%0.24%Q3 2022Q2 20234
REGENTATLANTIC CAPITAL LLC 310.00%0.01%0.02%Q4 2014Q3 20224
Total Clarity Wealth Management, Inc. 310.21%0.37%0.44%Q1 2021Q4 20224
G&S Capital LLC 310.18%5.52%8.08%Q2 2020Q4 20224
TITLEIST CAPITAL, LLC 440.06%0.08%0.11%Q1 2022Q4 20224
Zeit Capital LLC 440.13%0.13%0.14%Q4 2022Q3 20234
NICOLET ADVISORY SERVICES, LLC 440.04%0.08%0.12%Q4 2022Q3 20234
U.S. Capital Wealth Advisors, LLC 440.00%0.02%0.05%Q4 2022Q3 20234
Keystone Financial Group 440.08%0.10%0.14%Q1 2020Q4 20204
Alliance Wealth Management Group 440.15%0.19%0.22%Q3 2022Q2 20234
Capital Investment Counsel, Inc 110.00%0.00%0.01%Q1 2019Q2 20224
Westwind Capital 440.07%0.10%0.12%Q1 2023Q4 20234
BANK OF HAWAII 210.02%0.02%0.04%Q4 2018Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Wellspring Financial Advisors, LLC 440.11%0.29%0.48%Q4 2022Q3 20234
Sentinus, LLC 443.63%4.40%6.28%Q3 2022Q2 20234
Roundview Capital LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Cadence Bank 440.04%0.05%0.06%Q4 2022Q3 20234
Capstone Triton Financial Group, LLC 440.15%0.16%0.17%Q4 2022Q3 20234
ROMANO BROTHERS AND COMPANY 440.04%0.06%0.13%Q4 2022Q3 20234
GODSEY & GIBB, INC 440.00%0.00%0.01%Q2 2022Q1 20234
Liberty Mutual Group Asset Management Inc. 443.54%4.47%6.14%Q4 2017Q3 20184
Trust Co 440.07%0.07%0.08%Q4 2022Q3 20234
Selective Wealth Management, Inc. 440.20%0.36%0.48%Q1 2022Q4 20224
Fortis Group Advisors, LLC 310.75%3.22%10.24%Q3 2020Q3 20234
NewDay Solutions, LLC 310.62%1.08%1.63%Q4 2018Q4 20194
Farther Finance Advisors, LLC 440.05%0.09%0.17%Q4 2022Q3 20234
Callahan Advisors, LLC 440.09%0.11%0.13%Q2 2013Q1 20144
DAVIS R M INC 440.01%0.01%0.01%Q1 2022Q4 20224
Portfolio Strategies, Inc. 440.01%0.01%0.02%Q4 2017Q3 20184
Oak Asset Management, LLC 440.40%0.47%0.52%Q4 2017Q3 20184
MKD WEALTH COACHES, LLC 440.02%1.85%2.64%Q4 2018Q3 20194
CHANNEL WEALTH LLC 440.36%1.54%2.86%Q1 2023Q4 20234
Capital Advisors Wealth Management, LLC 310.06%0.21%0.42%Q1 2021Q4 20224
Beacon Harbor Wealth Advisors, Inc. 210.34%4.12%5.97%Q2 2019Q1 20234
Platform Technology Partners 441.96%2.12%2.31%Q4 2022Q3 20234
B&D White Capital Company, LLC 440.11%0.14%0.17%Q4 2020Q3 20214
BRADY FAMILY WEALTH, LLC 440.84%0.98%1.11%Q4 2022Q3 20234
Ferguson Shapiro LLC 223.24%5.44%8.53%Q3 2020Q3 20224
Tillman Hartley LLC 440.98%1.03%1.06%Q4 2022Q3 20234
Virtu Financial LLC 310.02%0.08%0.25%Q2 2014Q2 20184
Alpha Financial Partners, LLC 445.55%7.28%9.70%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 440.12%1.10%1.80%Q4 2022Q3 20234
Park Place Capital Corp 441.16%1.19%1.21%Q4 2022Q3 20234
Northeast Financial Group, Inc. 441.45%1.77%2.14%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.09%0.13%0.16%Q4 2022Q3 20234
Park Edge Advisors, LLC 441.26%1.62%1.88%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.16%0.20%0.24%Q4 2022Q3 20234
NOVARE CAPITAL MANAGEMENT LLC 440.28%0.34%0.37%Q1 2022Q4 20224
West Oak Capital, LLC 440.05%0.06%0.07%Q3 2013Q2 20144
Eley Financial Management, Inc 444.05%4.34%4.60%Q4 2022Q3 20234
EXENCIAL WEALTH ADVISORS, LLC 210.00%0.01%0.02%Q1 2013Q4 20214
Rooted Wealth Advisors, Inc. 440.70%0.73%0.77%Q4 2022Q3 20234
Jessup Wealth Management, Inc 440.25%0.35%0.48%Q4 2022Q3 20234
Measured Wealth Private Client Group, LLC 310.11%0.25%0.48%Q2 2019Q1 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.36%0.93%2.05%Q4 2022Q3 20234
RETIREMENT FINANCIAL SOLUTIONS, LLC 443.38%4.35%5.14%Q4 2022Q3 20234
TCP Asset Management, LLC 441.37%1.91%3.04%Q4 2022Q3 20234
Kooman & Associates 443.39%4.25%6.35%Q4 2022Q3 20234
PATRON PARTNERS, LLC 440.16%0.33%0.57%Q4 2020Q3 20214
WealthSpring Partners, LLC 440.18%0.18%0.19%Q4 2022Q3 20234
abrdn plc 440.01%0.02%0.03%Q4 2021Q3 20224
Family Asset Management, LLC 440.02%0.16%0.52%Q4 2022Q3 20234
Shira Ridge Wealth Management 441.25%2.04%2.96%Q4 2022Q3 20234
Buffington Mohr McNeal 310.01%0.53%0.77%Q2 2013Q1 20194
Cerro Pacific Wealth Advisors LLC 442.57%4.79%5.84%Q2 2022Q1 20234
Gray Wealth Management Inc. 440.11%0.13%0.14%Q4 2022Q3 20234
PEAK FINANCIAL ADVISORS LLC 442.10%4.80%10.24%Q1 2022Q4 20224
Capital Bank & Trust Co 220.00%0.00%0.00%Q4 2018Q4 20194
Beaumont Financial Advisors, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.02%0.06%0.15%Q4 2022Q3 20234
AMP Capital Investors Ltd 440.01%0.09%0.15%Q2 2020Q1 20214
Epstein & White Financial LLC 220.18%0.85%1.71%Q4 2017Q4 20194
DB Wealth Management Group, LLC 310.01%0.02%0.03%Q4 2020Q4 20214
Bluesphere Advisors, LLC 440.67%0.75%0.85%Q4 2022Q3 20234
Man Group plc 440.00%0.00%0.01%Q1 2018Q4 20184
Colonial Trust Co / SC 440.00%0.01%0.02%Q4 2022Q3 20234
ADVISOR PARTNERS II, LLC 310.08%0.22%0.40%Q3 2022Q3 20234
Centurion Wealth Management LLC 440.19%0.25%0.29%Q4 2022Q3 20234
Compton Financial Group, LLC 443.86%3.95%4.10%Q4 2020Q3 20214
FINANCIAL MANAGEMENT NETWORK INC 440.20%0.23%0.28%Q4 2020Q3 20214
Corient Private Wealth LLC 440.02%0.03%0.08%Q4 2022Q3 20234
Greystone Financial Group, LLC 440.30%3.89%5.64%Q4 2020Q3 20214
W.H. Cornerstone Investments Inc. 440.48%0.53%0.59%Q4 2022Q3 20234
Bleakley Financial Group, LLC 441.85%1.95%2.06%Q4 2022Q3 20234
ADE, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Tarbox Family Office, Inc. 220.00%0.05%0.09%Q4 2013Q3 20204
Sanford Advisory Services, LLC 440.18%0.35%0.51%Q4 2020Q3 20214
Beacon Pointe Wealth Advisors, LLC 440.04%0.13%0.16%Q1 2019Q4 20194
Palumbo Wealth Management LLC 440.55%0.69%0.77%Q4 2020Q3 20214
Delap Wealth Advisory, LLC 440.24%0.27%0.30%Q4 2022Q3 20234
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Northwest Capital Management Inc 330.24%0.40%0.50%Q1 2023Q3 20233
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 330.02%0.15%0.22%Q1 2023Q3 20233
Bienville Capital Management, LLC 338.34%15.35%22.10%Q3 2022Q1 20233
Interchange Capital Partners, LLC 210.12%0.23%0.44%Q4 2020Q3 20213
CMH Wealth Management LLC 330.31%0.36%0.40%Q3 2022Q1 20233
STAPP WEALTH MANAGEMENT, PLLC 330.48%0.61%0.69%Q1 2023Q3 20233
FOUNDERS BANK & TRUST 210.00%0.08%0.12%Q3 2013Q4 20143
Natixis Investment Managers International 334.18%4.83%6.02%Q1 2020Q3 20203
Carr Financial Group Corp 332.30%3.11%4.50%Q1 2023Q3 20233
Maryland Capital Management 330.06%0.12%0.22%Q1 2022Q3 20223
Financial Gravity Companies, Inc. 210.10%0.73%1.39%Q4 2017Q4 20183
Fiduciary Alliance LLC 330.02%0.10%0.14%Q4 2022Q2 20233
CATALYST FINANCIAL PARTNERS LLC 330.10%0.13%0.14%Q1 2023Q3 20233
Worth Asset Management, LLC 330.07%3.25%5.01%Q1 2022Q3 20223
MACROVIEW INVESTMENT MANAGEMENT LLC 330.15%0.17%0.19%Q2 2013Q4 20133
Princeton Global Asset Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Adams Wealth Management 210.00%0.06%0.10%Q3 2020Q2 20233
Paragon Wealth Strategies, LLC 210.02%22.61%67.66%Q1 2020Q2 20213
AdvisorShares Investments LLC 330.01%0.83%1.84%Q1 2020Q3 20203
FORTE ASSET MANAGEMENT LLC 330.88%0.91%0.95%Q2 2022Q4 20223
55I, LLC 330.01%0.06%0.09%Q3 2021Q1 20223
Cardan Capital Partners, LLC 331.77%2.39%2.79%Q2 2020Q4 20203
Private Wealth Group, LLC 337.25%12.49%22.14%Q2 2018Q4 20183
AFAM CAPITAL, INC. 330.47%0.63%0.93%Q1 2018Q3 20183
Sage Investment Advisers LLC 330.33%0.35%0.39%Q4 2021Q2 20223
PFG Investments, LLC 330.12%0.15%0.18%Q1 2023Q3 20233
NewFocus Financial Group, LLC 330.36%0.63%0.85%Q2 2020Q4 20203
VICTORY CAPITAL MANAGEMENT INC 210.00%0.03%0.05%Q4 2014Q3 20233
Destiny Wealth Partners, LLC 330.06%0.10%0.13%Q4 2020Q2 20213
AJ WEALTH STRATEGIES, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MRA Advisory Group 330.22%0.32%0.43%Q1 2023Q3 20233
High Net Worth Advisory Group LLC 330.09%0.10%0.11%Q2 2023Q4 20233
Consolidated Portfolio Review Corp 330.22%0.24%0.26%Q1 2023Q3 20233
Axiom Investment Management LLC 330.02%0.04%0.07%Q4 2018Q2 20193
Waterfront Wealth Inc. 330.43%0.62%0.79%Q4 2022Q2 20233
BENEDICT FINANCIAL ADVISORS INC 330.18%0.20%0.21%Q1 2023Q3 20233
Clark Capital Management Group, Inc. 110.02%0.02%0.03%Q1 2020Q1 20233
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Tyler-Stone Wealth Management 330.11%0.12%0.13%Q4 2021Q2 20223
Sound View Wealth Advisors Group, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
CATALYST PRIVATE WEALTH, LLC 330.69%0.83%0.95%Q3 2020Q1 20213
Better Money Decisions, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Vericrest Private Wealth 330.36%0.41%0.46%Q4 2021Q2 20223
HORIZON BANCORP INC /IN/ 330.01%0.01%0.01%Q4 2019Q2 20203
Sterling Manor Financial, LLC 331.34%2.25%3.28%Q1 2023Q3 20233
LexAurum Advisors, LLC 330.35%0.52%0.62%Q2 2020Q4 20203
PARSONS CAPITAL MANAGEMENT INC/RI 210.03%0.03%0.03%Q1 2015Q2 20163
First Ascent Asset Management, LLC 330.22%0.39%0.51%Q4 2019Q2 20203
CALDWELL SUTTER CAPITAL, INC. 330.05%0.12%0.17%Q1 2023Q3 20233
BALYASNY ASSET MANAGEMENT L.P. 210.03%0.07%0.12%Q1 2017Q2 20223
MANAGED ACCOUNT SERVICES INC 330.11%0.11%0.11%Q1 2019Q3 20193
TimeScale Financial, Inc. 210.00%0.00%0.00%Q2 2019Q3 20213
Slow Capital, Inc. 210.00%0.53%1.28%Q2 2020Q3 20223
KENNICOTT CAPITAL MANAGEMENT LLC 330.31%0.63%1.26%Q1 2021Q3 20213
FORTEM FINANCIAL GROUP, LLC 331.39%2.33%3.13%Q1 2023Q3 20233
Summit Financial, LLC 330.09%0.12%0.15%Q1 2023Q3 20233
G2 CAPITAL MANAGEMENT, LLC / OH 330.86%2.90%4.61%Q3 2022Q1 20233
Smith & Howard Wealth Management, LLC 330.05%0.06%0.06%Q2 2013Q4 20133
WealthTrust Asset Management, LLC 210.18%1.36%3.66%Q4 2021Q2 20233
Retirement Systems of Alabama 330.03%0.03%0.03%Q1 2023Q3 20233
Phoenix Wealth Advisors 330.01%0.01%0.01%Q4 2020Q2 20213
FIRST HORIZON CORP 210.00%0.01%0.02%Q2 2013Q4 20203
Jump Financial, LLC 210.04%0.22%0.36%Q4 2021Q3 20223
EisnerAmper Wealth Management Corporate Benefits, LLC 330.10%0.11%0.12%Q2 2023Q4 20233
Strategic Financial Concepts, LLC 330.52%0.76%0.96%Q1 2023Q3 20233
Ethos Financial Group, LLC 332.08%2.18%2.26%Q4 2022Q2 20233
Bridgewater Wealth & Financial Management, LLC 330.08%0.10%0.11%Q1 2016Q3 20163
GREENUP STREET WEALTH MANAGEMENT LLC 332.55%3.52%4.70%Q1 2023Q3 20233
LBA Wealth Management, LLC 330.05%0.05%0.06%Q2 2016Q4 20163
Family Legacy, Inc. 330.01%0.01%0.01%Q2 2018Q4 20183
Hunting Hill Global Capital, LLC 330.20%0.44%0.64%Q4 2022Q2 20233
CPWM, LLC 330.02%0.03%0.04%Q2 2020Q4 20203
Hollow Brook Wealth Management LLC 330.74%0.78%0.84%Q1 2023Q3 20233
Sage Capital Advisors,llc 110.26%0.53%0.68%Q2 2017Q2 20223
Operose Advisors LLC 210.07%0.09%0.12%Q3 2022Q3 20233
Black Swift Group, LLC 110.74%1.54%3.13%Q4 2018Q4 20223
ACT Advisors, LLC. 330.22%0.23%0.23%Q1 2023Q3 20233
Ten Capital Wealth Advisors, LLC 210.00%0.01%0.02%Q1 2021Q1 20233
Zions Bancorporation, N.A. 210.00%0.06%0.10%Q1 2019Q3 20203
Strategic Asset Management, LLC 330.03%0.13%0.30%Q1 2022Q3 20223
TRANSCEND CAPITAL ADVISORS, LLC 210.04%0.04%0.04%Q2 2022Q3 20233
Ridgewood Investments LLC 210.07%0.09%0.14%Q4 2019Q2 20233
Harvest Investment Services, LLC 210.12%0.28%0.38%Q3 2019Q4 20223
GSA CAPITAL PARTNERS LLP 330.33%0.52%0.77%Q3 2022Q1 20233
Insight Wealth Partners, LLC 330.04%0.21%0.34%Q3 2022Q1 20233
1620 INVESTMENT ADVISORS, INC. 330.59%0.62%0.67%Q1 2023Q3 20233
Bluefin Trading, LLC 210.08%0.19%0.32%Q3 2013Q4 20143
Alliance Wealth Advisors, LLC /UT 210.17%3.45%5.10%Q4 2022Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Oakwell Private Wealth Management, LLC 330.18%0.25%0.30%Q4 2020Q2 20213
Kernodle & Katon Asset Management Group, LLC 210.01%0.01%0.02%Q4 2015Q1 20173
SRS Capital Advisors, Inc. 210.00%0.01%0.02%Q2 2020Q2 20233
Stone Asset Management Inc. 330.12%0.15%0.21%Q4 2021Q2 20223
Wayfinding Financial, LLC 330.26%0.29%0.32%Q1 2023Q3 20233
Walleye Trading LLC 210.00%0.01%0.01%Q2 2019Q1 20203
CONGRESS ASSET MANAGEMENT CO /MA 330.01%0.01%0.01%Q4 2013Q2 20143
J. Goldman & Co LP 330.12%0.16%0.21%Q1 2019Q3 20193
J2 Capital Management Inc 335.49%6.31%7.08%Q2 2022Q4 20223
Lane Generational LLC 330.38%0.48%0.56%Q3 2022Q1 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q1 2023Q3 20233
TMD Wealth Management, LLC 330.12%0.24%0.47%Q2 2022Q4 20223
ROSENBLUM SILVERMAN SUTTON S F INC /CA 210.07%0.09%0.10%Q2 2022Q2 20233
MidWestOne Financial Group, Inc. 330.06%0.08%0.10%Q2 2019Q4 20193
Bay Rivers Group 332.18%2.37%2.54%Q1 2023Q3 20233
ACUTE INVESTMENT ADVISORY, LLC 210.93%8.36%13.86%Q4 2021Q3 20223
RETIREMENT CAPITAL STRATEGIES 330.15%4.87%10.05%Q1 2023Q3 20233
TFB Advisors LLC 330.51%2.31%5.56%Q4 2022Q2 20233
New England Investment & Retirement Group, Inc. 330.49%0.60%0.71%Q4 2018Q2 20193
SlateStone Wealth, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Stonehearth Capital Management, LLC 336.04%11.27%19.48%Q3 2015Q1 20163
Gallagher Fiduciary Advisors, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Concord Wealth Partners 210.00%0.00%0.01%Q4 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.16%0.16%0.18%Q4 2022Q3 20233
TKG Advisors, LLC 335.82%6.90%7.46%Q2 2022Q4 20223
Evolution Wealth Advisors, LLC 110.00%0.02%0.06%Q4 2018Q3 20213
IMC-Chicago, LLC 110.00%0.01%0.01%Q4 2019Q4 20213
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20233
Northstar Advisory Group, LLC 332.96%9.08%18.13%Q1 2022Q3 20223
SPRING CREEK CAPITAL LLC 330.09%0.35%0.62%Q2 2018Q4 20183
Elite Wealth Management, Inc. 330.38%1.38%2.79%Q3 2020Q1 20213
CABOT WEALTH MANAGEMENT INC 331.52%1.58%1.64%Q1 2023Q3 20233
Vanguard Capital Wealth Advisors 330.69%0.90%1.10%Q4 2017Q2 20183
First Citizens Financial Corp 210.18%0.49%0.95%Q4 2022Q3 20233
Matisse Capital 330.16%0.28%0.39%Q3 2021Q1 20223
FURE FINANCIAL CORP 210.60%2.09%3.63%Q4 2019Q1 20213
Bramshill Investments, LLC 210.32%3.14%8.75%Q2 2017Q2 20223
Corient Capital Partners, LLC 330.03%0.04%0.04%Q2 2020Q4 20203
CHATHAM CAPITAL GROUP, INC. 330.17%0.28%0.49%Q1 2018Q3 20183
GoalVest Advisory LLC 330.00%0.01%0.01%Q2 2023Q4 20233
LMCG INVESTMENTS, LLC 330.13%0.14%0.15%Q1 2022Q3 20223
BAR HARBOR TRUST SERVICES 330.56%0.58%0.62%Q1 2014Q3 20143
LOGAN CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2021Q3 20213
WFA Asset Management Corp 330.02%0.02%0.02%Q1 2023Q3 20233
WEDGEWOOD INVESTORS INC /PA/ 210.34%0.61%0.78%Q2 2013Q3 20143
Portland Global Advisors LLC 210.06%0.35%0.66%Q2 2014Q3 20203
Secrest Blakey & Associates, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Wellesley Investment Partners, LLC 336.44%7.21%7.69%Q1 2020Q3 20203
ICA Group Wealth Management, LLC 330.01%0.03%0.04%Q4 2022Q2 20233
Guidant Wealth Advisors 330.14%0.14%0.14%Q1 2019Q3 20193
AlphaCore Capital LLC 330.13%0.16%0.21%Q1 2023Q3 20233
FRONTIER INVESTMENT MGMT CO 330.07%0.09%0.11%Q4 2019Q2 20203
Atomi Financial Group, Inc. 330.57%0.78%0.92%Q1 2023Q3 20233
Key FInancial Inc 330.00%0.00%0.00%Q1 2023Q3 20233
Roble, Belko & Company, Inc 210.00%0.01%0.03%Q4 2021Q3 20233
Trivant Custom Portfolio Group, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
National Wealth Management Group, LLC 330.24%0.26%0.31%Q4 2021Q2 20223
BECKER CAPITAL MANAGEMENT INC 330.18%0.22%0.28%Q1 2023Q3 20233
FINANCIAL CONSULATE, INC 210.24%0.36%0.47%Q4 2016Q4 20173
Legacy Capital Group California, Inc. 330.12%0.14%0.16%Q1 2023Q3 20233
CVA Family Office, LLC 210.04%0.08%0.10%Q2 2021Q1 20233
Integer Wealth Advisors Group LLC 330.44%2.90%5.11%Q3 2020Q1 20213
CYPRESS CAPITAL MANAGEMENT LLC 210.04%0.05%0.05%Q4 2021Q3 20223
Gary Goldberg Planning Services Inc 330.04%0.04%0.04%Q2 2014Q4 20143
Stokes Family Office, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
Benchmark Financial Wealth Advisors, LLC 330.20%5.12%8.32%Q1 2022Q3 20223
Baker Avenue Asset Management, LP 330.00%0.00%0.00%Q4 2022Q2 20233
Windsor Wealth Management, Inc. 330.08%0.12%0.14%Q2 2019Q4 20193
Rinet Co LLC 330.12%0.20%0.25%Q1 2021Q3 20213
Noble Family Wealth, LLC 331.17%1.33%1.46%Q1 2023Q3 20233
Euclid Advisors LLC 331.35%1.89%2.60%Q2 2015Q4 20153
Meristem Family Wealth, LLC 210.14%0.26%0.36%Q4 2018Q2 20213
Wealthstreet Investment Advisors, LLC 330.02%0.03%0.04%Q3 2020Q1 20213
Harel Insurance Investments & Financial Services Ltd. 330.01%0.06%0.10%Q1 2016Q3 20163
Alaska Wealth Advisors 330.02%0.02%0.02%Q1 2023Q3 20233
Legend Financial Advisors, Inc. 330.18%0.20%0.23%Q1 2019Q3 20193
Capital One Investing, Inc. 210.16%3.37%9.38%Q4 2018Q3 20193
Detalus Advisors, LLC 220.65%0.66%0.67%Q1 2023Q2 20232
Paradigm Financial Partners, LLC 110.12%0.12%0.13%Q4 2019Q2 20202
Hoover Financial Advisors, Inc. 220.00%0.00%0.01%Q2 2020Q3 20202
USAdvisors Wealth Management, LLC 220.60%1.35%2.10%Q2 2020Q3 20202
Long Wharf Investors, Inc. 220.26%0.27%0.28%Q1 2014Q2 20142
WILLIAMS JONES & ASSOCIATES LLC 220.04%0.04%0.04%Q2 2013Q3 20132
Versant Capital Management, Inc 220.05%0.06%0.06%Q4 2015Q1 20162
WealthBridge Capital Management, LLC 220.00%0.01%0.02%Q4 2018Q1 20192
Nadler Financial Group, Inc. 220.04%0.04%0.04%Q1 2022Q2 20222
QS Investors, LLC 220.04%0.05%0.05%Q4 2020Q1 20212
Quintium Advisors, LLC 220.00%5.62%11.24%Q4 2015Q1 20162
Hoxton Financial, Inc. 110.02%0.05%0.08%Q3 2014Q1 20162
D.B. Root & Company, LLC 220.16%0.16%0.16%Q2 2018Q3 20182
RDA Financial Network 110.10%0.11%0.12%Q2 2022Q4 20222
Liquid Strategies, LLC 220.00%0.62%1.25%Q2 2023Q3 20232
COLTON GROOME FINANCIAL ADVISORS, LLC 220.26%0.27%0.28%Q1 2023Q2 20232
OneAscent Financial Services LLC 110.13%0.13%0.14%Q4 2022Q3 20232
RiverFront Investment Group, LLC 221.74%1.76%1.77%Q3 2015Q4 20152
BOOTHBAY FUND MANAGEMENT, LLC 110.22%1.00%1.77%Q3 2022Q3 20232
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.01%Q4 2018Q3 20222
Ipswich Investment Management Co., Inc. 110.03%0.04%0.04%Q1 2016Q4 20182
RPG Investment Advisory, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Waterloo Capital, L.P. 110.14%0.21%0.28%Q1 2020Q3 20232
Harborview Advisors, LLC 221.22%1.76%2.31%Q2 2020Q3 20202
HT Partners LLC 224.20%16.06%27.93%Q3 2015Q4 20152
ADVISOR PARTNERS LLC 110.03%0.06%0.10%Q4 2021Q2 20222
Ford Financial Group, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
Stratford Consulting, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Graypoint LLC 110.03%0.03%0.03%Q2 2022Q1 20232
Lineweaver Wealth Advisors, LLC 220.12%1.13%2.14%Q4 2022Q1 20232
EPIQ PARTNERS, LLC 220.40%0.47%0.55%Q4 2019Q1 20202
PVG Asset Management 220.10%0.11%0.11%Q1 2016Q2 20162
Ensign Peak Advisors, Inc 220.14%0.17%0.20%Q3 2022Q4 20222
TCG Advisors, LP 220.01%0.01%0.02%Q1 2019Q2 20192
Firestone Capital Management 220.01%0.01%0.01%Q4 2019Q1 20202
Baltimore-Washington Financial Advisors, Inc. 110.03%0.03%0.03%Q4 2013Q2 20142
Verition Fund Management LLC 110.02%0.05%0.08%Q2 2020Q4 20222
XML Financial, LLC 220.29%0.29%0.29%Q4 2022Q1 20232
Welch Group, LLC 110.14%0.33%0.53%Q1 2020Q4 20222
S.A. Mason LLC 220.02%0.02%0.02%Q4 2019Q1 20202
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 220.29%0.30%0.30%Q2 2021Q3 20212
CEDAR HILL ASSOCIATES, LLC 220.04%0.04%0.05%Q2 2013Q3 20132
AMJ Financial Wealth Management 220.13%0.14%0.15%Q2 2020Q3 20202
PBMares Wealth Management LLC 221.07%1.10%1.12%Q1 2020Q2 20202
ASPIRIANT, LLC 220.02%0.02%0.02%Q2 2015Q3 20152
Columbia Trust Co 01012016 220.14%0.14%0.15%Q4 2020Q1 20212
Fiduciary Trust Co International of Pennsylvania 220.09%0.10%0.12%Q1 2016Q2 20162
HOHIMER WEALTH MANAGEMENT, LLC 220.07%0.07%0.07%Q2 2022Q3 20222
LCNB CORP 221.01%1.01%1.01%Q2 2023Q3 20232
Barnett & Company, Inc. 220.00%0.01%0.01%Q3 2021Q4 20212
Apriem Advisors 220.00%0.00%0.00%Q3 2016Q4 20162
FNY Partners Fund LP 110.04%0.15%0.25%Q3 2017Q1 20182
MAGNOLIA CAPITAL ADVISORS LLC 223.96%4.38%4.79%Q3 2020Q4 20202
Claybrook Capital, LLC 110.10%0.32%0.54%Q4 2018Q2 20212
Sonora Investment Management, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
High Note Wealth, LLC 220.94%0.96%0.99%Q4 2020Q1 20212
Ascendant Capital Management, LLC 112.33%3.00%3.67%Q2 2022Q1 20232
Trinity Financial Advisors LLC 110.60%2.43%4.26%Q4 2020Q3 20222
Truadvice, LLC 220.36%0.38%0.40%Q1 2023Q2 20232
Souders Financial Advisors 220.17%0.18%0.19%Q3 2022Q4 20222
Idaho Trust Bank 220.26%0.26%0.27%Q2 2023Q3 20232
FNY Managed Accounts LLC 220.00%0.00%0.00%Q3 2017Q4 20172
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.01%0.02%Q4 2021Q3 20222
Castle Rock Wealth Management, LLC 220.66%0.79%0.93%Q1 2020Q2 20202
Sunflower Bank, N.A. 220.04%0.06%0.09%Q4 2020Q1 20212
ONE Advisory Partners, LLC 220.16%0.17%0.17%Q3 2022Q4 20222
Tri-Star Advisors Inc. 110.14%0.15%0.16%Q2 2020Q4 20202
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Manchester Capital Management LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Berger Financial Group, Inc 220.05%0.06%0.06%Q2 2023Q3 20232
TFC Financial Management, Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
Manifold Partners, LLC 220.01%0.01%0.02%Q3 2015Q4 20152
Source Financial Advisors LLC 220.14%0.14%0.14%Q3 2022Q4 20222
Legacy Wealth Partners, Inc. 220.95%4.87%8.78%Q4 2019Q1 20202
Arlington Partners LLC 220.29%0.30%0.31%Q1 2023Q2 20232
Marks Wealth, LLC 2232.95%41.12%49.28%Q3 2022Q4 20222
Aureus Asset Management, LLC 220.11%0.12%0.12%Q1 2015Q2 20152
ALPS ADVISORS INC 220.01%0.01%0.01%Q3 2015Q4 20152
Annapolis Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Prosperity Planning, Inc. 110.02%0.02%0.02%Q4 2020Q2 20222
Latitude Advisors, LLC 221.05%1.77%2.49%Q4 2021Q1 20222
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q4 2018Q1 20192
CFS Investment Advisory Services, LLC 110.00%0.05%0.10%Q1 2022Q2 20232
Intercontinental Wealth Advisors, LLC 220.72%0.82%0.92%Q1 2023Q2 20232
Williams Financial, LLC 118.81%10.09%11.37%Q2 2022Q4 20222
3D/L Capital Management, LLC 220.11%0.31%0.51%Q1 2023Q2 20232
Tranquilli Financial Advisor LLC 220.61%0.68%0.75%Q2 2022Q3 20222
Oak Point Wealth Management 221.31%1.49%1.67%Q4 2017Q1 20182
Jordan Park Group LLC 110.38%3.38%6.37%Q4 2017Q1 20192
ADVISORY RESEARCH INC 220.03%0.03%0.03%Q2 2023Q3 20232
Tower Wealth Partners, Inc. 220.19%0.21%0.23%Q3 2022Q4 20222
New England Private Wealth Advisors LLC 220.38%0.42%0.47%Q4 2012Q1 20132
Israel Discount Bank of New York 220.01%0.01%0.01%Q4 2018Q1 20192
Guardian Wealth Advisors, LLC 220.05%0.21%0.37%Q4 2020Q1 20212
Sheaff Brock Investment Advisors, LLC 220.08%0.11%0.13%Q3 2018Q4 20182
Regency Capital Management Inc.\DE 220.04%0.95%1.85%Q1 2022Q2 20222
Private Wealth Partners, LLC 220.03%0.04%0.05%Q1 2023Q2 20232
Cardinal Point Wealth Management LLC 220.18%0.18%0.18%Q4 2020Q1 20212
1492 Capital Management LLC 220.18%0.19%0.20%Q3 2019Q4 20192
QUATTRO FINANCIAL ADVISORS LLC 220.07%0.07%0.08%Q3 2020Q4 20202
ENTERPRISE FINANCIAL SERVICES CORP 220.04%0.04%0.04%Q1 2019Q2 20192
DB Fitzpatrick & Co, Inc 110.02%0.04%0.06%Q4 2021Q4 20222
ARS Wealth Advisors Group, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 221.08%1.10%1.12%Q2 2013Q3 20132
Doyle Wealth Management 110.01%0.01%0.02%Q4 2018Q2 20192
Steward Financial Group LLC 220.10%0.11%0.11%Q4 2021Q1 20222
American Planning Services, Inc. 220.32%0.34%0.37%Q3 2022Q4 20222
Summit X, LLC 220.49%0.50%0.51%Q1 2019Q2 20192
EdgeRock Capital LLC 110.03%0.07%0.11%Q3 2022Q2 20232
Empowered Funds, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
YARGER WEALTH STRATEGIES, LLC 220.43%0.44%0.45%Q2 2023Q3 20232
Pinnacle Private Wealth, LLC 220.08%0.12%0.15%Q1 2022Q2 20222
Beaird Harris Wealth Management, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Stegent Equity Advisors, Inc. 223.60%3.91%4.22%Q1 2022Q2 20222
Cleary Gull Holdings Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.01%0.01%0.01%Q3 2015Q4 20152
Forefront Analytics, LLC 220.28%0.29%0.30%Q4 2017Q1 20182
5th Street Advisors, LLC 220.51%0.51%0.51%Q1 2022Q2 20222
Granite Bay Wealth Management, LLC 110.02%0.13%0.23%Q4 2021Q3 20232
First PREMIER Bank 220.00%0.00%0.01%Q4 2022Q1 20232
Mascoma Wealth Management LLC 220.01%0.46%0.92%Q4 2016Q1 20172
Parkwood LLC 221.19%1.29%1.40%Q2 2023Q3 20232
Security Financial Services, INC. 220.43%0.47%0.52%Q1 2023Q2 20232
Waldron Private Wealth LLC 220.19%0.20%0.22%Q3 2015Q4 20152
Asset Planning Services, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
Torch Wealth Management LLC 220.02%0.02%0.02%Q1 2014Q2 20142
CUE ADVISORY SERVICES, INC. 220.79%0.81%0.84%Q4 2014Q1 20152
First Command Financial Services, Inc. 110.00%0.00%0.01%Q1 2018Q3 20202
Atlas Financial Advisors, Inc. 2218.27%18.92%19.56%Q2 2023Q3 20232
Joel Isaacson & Co., LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Balboa Wealth Partners 220.09%0.10%0.12%Q3 2022Q4 20222
Pictet North America Advisors SA 220.05%0.06%0.06%Q4 2015Q1 20162
Wallace Advisory Group, LLC 220.40%0.40%0.40%Q1 2023Q2 20232
Plan Group Financial, LLC 110.68%1.84%3.00%Q2 2022Q3 20232
Global Assets Advisory, LLC 220.58%0.75%0.92%Q3 2022Q4 20222
CKW FINANCIAL GROUP 220.91%0.91%0.92%Q3 2019Q4 20192
Coston, McIsaac & Partners 220.00%0.00%0.00%Q2 2022Q3 20222
Strata Wealth Advisors, LLC 110.13%0.13%0.13%Q1 2023Q3 20232
Ellevest, Inc. 110.00%0.01%0.02%Q3 2021Q3 20232
HMS Capital Management, LLC 110.03%0.10%0.16%Q1 2018Q2 20192
Three Bridge Wealth Advisors, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Guild Investment Management, Inc. 221.81%2.59%3.38%Q2 2016Q3 20162
Fortune Financial Advisors, LLC 222.29%2.30%2.31%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.03%0.05%0.07%Q3 2022Q4 20222
Cassaday & Co Wealth Management LLC 220.01%0.57%1.12%Q4 2022Q1 20232
Heritage Wealth Partners, LLC 220.37%0.81%1.25%Q2 2023Q3 20232
Arcadia Wealth Management, LLC 220.66%0.72%0.77%Q4 2022Q1 20232
Grey Fox Wealth Advisors, LLC 220.11%0.11%0.11%Q4 2022Q1 20232
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.25%0.25%0.25%Q1 2023Q2 20232
Gateway Wealth Partners, LLC 220.06%0.06%0.06%Q4 2022Q1 20232
PETRA FINANCIAL ADVISORS INC 220.26%0.32%0.37%Q4 2022Q1 20232
ORG Partners LLC 220.07%0.11%0.16%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.13%0.13%0.13%Q2 2023Q3 20232
UNION SAVINGS BANK 220.11%0.11%0.12%Q2 2023Q3 20232
New Republic Capital, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Halpern Financial, Inc. 220.02%0.02%0.02%Q1 2023Q2 20232
IBEX WEALTH ADVISORS 110.01%0.15%0.29%Q2 2019Q4 20222
JMG Financial Group, Ltd. 220.04%0.04%0.04%Q2 2022Q3 20222
Linscomb & Williams, Inc. 220.02%0.03%0.04%Q1 2022Q2 20222
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Madison Asset Management, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
CIBC BANK USA 220.04%0.04%0.04%Q1 2019Q2 20192
Strategic Wealth Partners Group, LLC 220.06%0.07%0.08%Q2 2020Q3 20202
HORAN CAPITAL MANAGEMENT 110.10%0.12%0.14%Q1 2015Q3 20152
TTP Investments, Inc. 220.75%0.87%0.98%Q3 2019Q4 20192
OXFORD FINANCIAL GROUP, LTD. LLC 110.00%0.00%0.00%Q3 2021Q1 20222
Avalon Investment & Advisory 110.01%0.01%0.01%Q4 2019Q1 20232
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2021Q3 20222
BECK CAPITAL MANAGEMENT, LLC 110.20%2.72%5.23%Q4 2018Q2 20192
HOLDERNESS INVESTMENTS CO 220.15%0.19%0.24%Q1 2020Q2 20202
TWO SIGMA INVESTMENTS, LP 220.01%0.01%0.02%Q4 2013Q1 20142
TRADITION CAPITAL MANAGEMENT LLC 220.12%0.17%0.21%Q2 2017Q3 20172
ROMAN BUTLER FULLERTON & CO 220.11%0.12%0.12%Q4 2021Q1 20222
American Financial Network Advisory Services LLC 220.06%0.07%0.08%Q3 2017Q4 20172
CI INVESTMENTS INC. 220.00%0.00%0.00%Q4 2018Q1 20192
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.02%0.16%0.31%Q3 2018Q2 20212
Burt Wealth Advisors 220.05%0.05%0.05%Q3 2018Q4 20182
VAUGHAN & Co SECURITIES, INC. 220.04%0.05%0.06%Q4 2019Q1 20202
Ironsides Asset Advisors, LLC 220.06%0.09%0.11%Q4 2014Q1 20152
Crescent Capital Consulting, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Johanson Financial Advisors, Inc. 220.48%0.52%0.55%Q2 2016Q3 20162
WASATCH ADVISORS LP 220.04%0.04%0.04%Q1 2018Q2 20182
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2013Q3 20132
STANCORP INVESTMENT ADVISERS INC 220.04%0.05%0.05%Q4 2014Q1 20152
CASTLEARK MANAGEMENT LLC 220.60%0.60%0.61%Q3 2019Q4 20192
Muzinich & Co., Inc. 220.01%0.08%0.14%Q4 2018Q1 20192
BOURGEON CAPITAL MANAGEMENT LLC 220.01%0.01%0.02%Q3 2019Q4 20192
Alphadyne Asset Management LP 119.46%11.78%14.11%Q3 2015Q3 20152
Lee Capital Holdings LLC 220.39%0.40%0.41%Q4 2019Q1 20202
TAP Consulting, LLC 220.11%0.87%1.63%Q2 2022Q3 20222
Stewardship Financial Advisors, LLC 110.02%0.02%0.02%Q2 2020Q4 20202
Alera Investment Advisors, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Rotella Capital Management, Inc. 222.40%2.84%3.27%Q3 2013Q4 20132
Cynosure Group, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
MATHER GROUP, LLC. 110.01%0.01%0.01%Q2 2020Q2 20232
CI Global Investments Inc. 220.03%0.07%0.12%Q2 2018Q3 20182
Stelac Advisory Services LLC 220.05%0.05%0.05%Q3 2020Q4 20202
Accredited Investors Inc. 220.04%0.06%0.07%Q4 2018Q1 20192
CRA Financial Services, LLC 220.20%0.26%0.32%Q2 2022Q3 20222
Bernardo Wealth Planning LLC 220.34%0.47%0.61%Q4 2020Q1 20212
Simply Money Advisors 222.15%2.16%2.17%Q1 2016Q2 20162
Salomon & Ludwin, LLC 220.06%0.12%0.18%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.12%0.18%0.24%Q1 2023Q3 20232
Ironwood Wealth Management, LLC. 110.39%0.39%0.39%Q3 2023Q3 20231
Fund Evaluation Group, LLC 116.22%6.22%6.22%Q1 2016Q1 20161
Hudson Portfolio Management LLC 110.28%0.28%0.28%Q1 2021Q1 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Parker Investment Management, LLC 112.60%2.60%2.60%Q4 2018Q4 20181
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
Olympiad Research LP 114.21%4.21%4.21%Q4 2019Q4 20191
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
SIGNET MANAGEMENT USA, LLC 110.29%0.29%0.29%Q4 2013Q4 20131
Berkshire Money Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Coastal Bridge Advisors, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Presidio Capital Management, LLC 117.27%7.27%7.27%Q4 2022Q4 20221
Financial Sense Advisors, Inc. 110.18%0.18%0.18%Q1 2021Q1 20211
Pinkerton Retirement Specialists, LLC 110.03%0.03%0.03%Q2 2016Q2 20161
Momentum Advisors, LLC 110.48%0.48%0.48%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lebenthal Global Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Covenant Multifamily Offices, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
STRATEGIC CAPITAL ADVISERS, INC. 110.11%0.11%0.11%Q3 2019Q3 20191
GFG Capital, LLC 110.65%0.65%0.65%Q3 2023Q3 20231
Crown Wealth Group, LLC 110.36%0.36%0.36%Q2 2022Q2 20221
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Peak Capital Management LLC 110.76%0.76%0.76%Q2 2017Q2 20171
AURORA FINANCIAL ADVISORS, LLC 110.67%0.67%0.67%Q4 2017Q4 20171
Meridian Wealth Partners, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Centric Wealth Management 110.09%0.09%0.09%Q2 2022Q2 20221
MorganRosel Wealth Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
EverSource Wealth Advisors, LLC 110.71%0.71%0.71%Q1 2023Q1 20231
WAYCROSS PARTNERS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Axim Planning & Wealth 110.60%0.60%0.60%Q4 2022Q4 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Towerpoint Wealth, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
COWA, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MGO Private Wealth, LLC 110.77%0.77%0.77%Q3 2023Q3 20231
Arthur Zaske & Associates, LLC 111.30%1.30%1.30%Q3 2016Q3 20161
NAPLES GLOBAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
INVESTMENT PARTNERS, LTD. 110.08%0.08%0.08%Q1 2015Q1 20151
Opal Wealth Advisors, LLC 112.32%2.32%2.32%Q4 2021Q4 20211
Addison Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q1 2021Q1 20211
Creative Capital Management Investments LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
ACORNS SECURITIES, LLC 1111.42%11.42%11.42%Q4 2017Q4 20171
RIA Advisory Group LLC 110.20%0.20%0.20%Q4 2022Q4 20221
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
GUIDANCE CAPITAL, INC 110.12%0.12%0.12%Q3 2023Q3 20231
Verum Partners LLC 110.94%0.94%0.94%Q3 2023Q3 20231
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MMA ASSET MANAGEMENT LLC 110.18%0.18%0.18%Q3 2022Q3 20221
Altus Wealth Group LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Ballentine Partners, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Alpha DNA Investment Management LLC 110.09%0.09%0.09%Q1 2021Q1 20211
TCG Advisory Services, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Belvedere Advisors LLC 112.27%2.27%2.27%Q1 2019Q1 20191
LOEB PARTNERS CORP 111.17%1.17%1.17%Q4 2018Q4 20181
Madrona Financial Services, LLC 112.73%2.73%2.73%Q2 2020Q2 20201
HealthInvest Partners AB 110.63%0.63%0.63%Q3 2016Q3 20161
Trifecta Capital Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Verdence Capital Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Firsthand Capital Management, Inc. 113.13%3.13%3.13%Q3 2016Q3 20161
KM Capital Management Ltd. 110.17%0.17%0.17%Q3 2023Q3 20231
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
Wambolt & Associates, LLC 110.41%0.41%0.41%Q4 2018Q4 20181
Legacy Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Canton Hathaway, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
361 CAPITAL LLC 110.09%0.09%0.09%Q2 2019Q2 20191
Breakwater Capital Group 110.08%0.08%0.08%Q3 2023Q3 20231
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q1 2020Q1 20201
Semus Wealth Partners LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Ipsen Advisor Group LLC 110.35%0.35%0.35%Q4 2022Q4 20221
Core Wealth Partners LLC 110.19%0.19%0.19%Q2 2023Q2 20231
STEVENS CAPITAL PARTNERS 110.87%0.87%0.87%Q4 2022Q4 20221
Shilanski & Associates, Inc. 110.23%0.23%0.23%Q1 2020Q1 20201
Aevitas Wealth Management, Inc. 1111.38%11.38%11.38%Q4 2022Q4 20221
Rafferty Asset Management, LLC 110.35%0.35%0.35%Q2 2013Q2 20131
BTS Asset Management, Inc. 1125.58%25.58%25.58%Q1 2023Q1 20231
LVW Advisors, LLC 111.29%1.29%1.29%Q4 2017Q4 20171
Sage Mountain Advisors LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Affiance Financial, LLC 110.24%0.24%0.24%Q2 2023Q2 20231
Tradeworx Inc. 110.19%0.19%0.19%Q2 2013Q2 20131
Rice Partnership, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
BBJS FINANCIAL ADVISORS, LLC 112.32%2.32%2.32%Q3 2023Q3 20231
Headlands Technologies LLC 113.24%3.24%3.24%Q4 2022Q4 20221
LEE DANNER & BASS INC 110.27%0.27%0.27%Q2 2020Q2 20201
ASHFORD CAPITAL MANAGEMENT INC 110.10%0.10%0.10%Q2 2018Q2 20181
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Grey Street Capital, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
TWO SIGMA ADVISERS, LP 110.02%0.02%0.02%Q2 2013Q2 20131
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PEOPLES FINANCIAL SERVICES CORP. 110.05%0.05%0.05%Q4 2013Q4 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Buck Wealth Strategies, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Pine Valley Investments Ltd Liability Co 110.14%0.14%0.14%Q3 2023Q3 20231
Reliant Wealth Planning 115.91%5.91%5.91%Q1 2020Q1 20201
Bank OZK 110.22%0.22%0.22%Q2 2017Q2 20171
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Jolley Asset Management, LLC 112.42%2.42%2.42%Q1 2018Q1 20181
Navalign, LLC 112.70%2.70%2.70%Q4 2022Q4 20221
Portside Wealth Group, LLC 111.17%1.17%1.17%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.68%0.68%0.68%Q2 2013Q2 20131
GW&K Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2023Q3 20231
Legacy Trust 110.08%0.08%0.08%Q1 2023Q1 20231
SOCIETE GENERALE 110.16%0.16%0.16%Q2 2016Q2 20161
Key Bridge Compliance, LLC 110.57%0.57%0.57%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
KPP Advisory Services LLC 110.08%0.08%0.08%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 111.26%1.26%1.26%Q2 2023Q2 20231
Cohen Capital Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Penobscot Investment Management Company, Inc. 110.24%0.24%0.24%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 113.30%3.30%3.30%Q2 2023Q2 20231
Brouwer & Janachowski, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Retirement Planning Co of New England, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.12%0.12%0.12%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
ROGCO, LP 110.12%0.12%0.12%Q3 2023Q3 20231
SYON CAPITAL LLC 116.49%6.49%6.49%Q3 2023Q3 20231
WESPAC Advisors SoCal, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
SYNTAX RESEARCH, INC. 119.17%9.17%9.17%Q3 2023Q3 20231
United Community Bank 110.25%0.25%0.25%Q3 2023Q3 20231
Prosperitas Financial LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Copperwynd Financial, LLC 118.38%8.38%8.38%Q4 2018Q4 20181
Corbenic Partners LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Jenkins Wealth 1113.19%13.19%13.19%Q4 2021Q4 20211
Suncoast Equity Management 110.08%0.08%0.08%Q2 2020Q2 20201
LOWE BROCKENBROUGH & CO INC 110.02%0.02%0.02%Q2 2023Q2 20231
SHAYNE & JACOBS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Ibex Investors LLC 111.38%1.38%1.38%Q4 2021Q4 20211
Hills Bank & Trust Co 110.03%0.03%0.03%Q3 2020Q3 20201
FC Advisory LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
Wealthsimple US, Ltd. 111.17%1.17%1.17%Q1 2020Q1 20201
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Standard Family Office LLC 110.43%0.43%0.43%Q3 2022Q3 20221
Old North State Trust, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MCRAE CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2017Q1 20171
PRW Wealth Management LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Steinberg Global Asset Management 110.16%0.16%0.16%Q4 2015Q4 20151
Riverpoint Wealth Management Holdings, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
IBERIABANK CORP 110.06%0.06%0.06%Q4 2019Q4 20191
Laird Norton Wetherby Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
BEDDOW CAPITAL MANAGEMENT INC 110.19%0.19%0.19%Q3 2017Q3 20171
Stolper Co 110.27%0.27%0.27%Q3 2023Q3 20231
GENWORTH FINANCIAL INC 110.50%0.50%0.50%Q2 2013Q2 20131
Pasadena Private Wealth, LLC 112.03%2.03%2.03%Q4 2021Q4 20211
LEVEL FOUR FINANCIAL, LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Compton Wealth Advisory Group, LLC 110.25%0.25%0.25%Q1 2021Q1 20211
Eagle Capital Management, LLC 118.62%8.62%8.62%Q4 2013Q4 20131
Gallagher Benefit Services, Inc. 110.21%0.21%0.21%Q4 2022Q4 20221
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q3 2021Q3 20211
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
BLUE SQUARE ASSET MANAGEMENT, LLC 110.19%0.19%0.19%Q3 2019Q3 20191
Westshore Wealth, LLC 110.58%0.58%0.58%Q4 2019Q4 20191
LBJ Family Wealth Advisors, Ltd. 110.57%0.57%0.57%Q1 2021Q1 20211
MEANS INVESTMENT CO., INC. 110.07%0.07%0.07%Q2 2021Q2 20211
Newman Dignan & Sheerar, Inc. 110.13%0.13%0.13%Q2 2022Q2 20221
Hedeker Wealth, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
WealthTrust-Arizona, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
FIDUCIARY TRUST INTERNATIONAL LLC 110.05%0.05%0.05%Q2 2020Q2 20201
McKinley Carter Wealth Services, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
Keebeck Wealth Management, LLC 110.25%0.25%0.25%Q2 2022Q2 20221
Foster Victor Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
TLWM 111.37%1.37%1.37%Q4 2021Q4 20211
Julex Capital Management, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Signator Financial Services, Inc. 110.07%0.07%0.07%Q2 2013Q2 20131
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Boltwood Capital Management 111.02%1.02%1.02%Q4 2023Q4 20231
Chesapeake Wealth Management 110.10%0.10%0.10%Q1 2018Q1 20181
Baltimore-Washington Financial Advisors Inc. 110.03%0.03%0.03%Q3 2013Q3 20131
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
iAB Financial Bank 110.08%0.08%0.08%Q2 2017Q2 20171
University of Massachusetts Foundation, Inc. 1119.37%19.37%19.37%Q1 2020Q1 20201
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
Alaska Permanent Capital Management 110.04%0.04%0.04%Q3 2014Q3 20141
Howard Capital Management Inc. 1121.39%21.39%21.39%Q2 2019Q2 20191
Fort Sheridan Advisors LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Clean Yield Group 110.02%0.02%0.02%Q1 2016Q1 20161
Dana Investment Advisors, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
American Financial Advisors, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Penn Capital Management Company, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
OKABENA INVESTMENT SERVICES INC 110.02%0.02%0.02%Q4 2022Q4 20221
CAMDEN NATIONAL CORP 110.87%0.87%0.87%Q1 2021Q1 20211
DCF Advisers, LLC 110.63%0.63%0.63%Q4 2022Q4 20221
Lloyd Advisory Services, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
Investment Research & Advisory Group, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
DAVIDSON INVESTMENT ADVISORS 110.01%0.01%0.01%Q3 2023Q3 20231
Aurora Private Wealth, Inc. 110.25%0.25%0.25%Q3 2020Q3 20201
MADISON INVESTMENT HOLDINGS INC 110.19%0.19%0.19%Q1 2015Q1 20151
TOBIAS FINANCIAL ADVISORS, INC. 112.59%2.59%2.59%Q1 2020Q1 20201
Pinnacle Family Advisors, LLC 111.89%1.89%1.89%Q1 2020Q1 20201
Questar Asset Management, Inc. 111.68%1.68%1.68%Q4 2018Q4 20181
EMERSON INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 112.21%2.21%2.21%Q2 2013Q2 20131
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ruggie Capital Group 110.02%0.02%0.02%Q2 2017Q2 20171
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Cardinal Strategic Wealth Guidance 110.00%0.00%0.00%Q3 2022Q3 20221
CONNING INC. 110.17%0.17%0.17%Q3 2021Q3 20211
Royal Harbor Partners, LLC 114.15%4.15%4.15%Q4 2019Q4 20191
Maltin Wealth Management, Inc. 110.14%0.14%0.14%Q2 2023Q2 20231
FIRST COMMUNITY TRUST NA 111.49%1.49%1.49%Q3 2023Q3 20231
Claro Advisors LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Zurich Insurance Group Ltd/FI 110.03%0.03%0.03%Q2 2018Q2 20181
Kiwi Wealth Investments Limited Partnership 111.03%1.03%1.03%Q1 2023Q1 20231
BELLEVUE ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
AXS Investments LLC 110.48%0.48%0.48%Q3 2023Q3 20231
BT Wealth Management LLC 110.16%0.16%0.16%Q4 2018Q4 20181
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Edenbrook Capital, LLC 112.26%2.26%2.26%Q2 2022Q2 20221
Global Endowment Management, LP 110.96%0.96%0.96%Q3 2023Q3 20231
New World Advisors LLC 110.76%0.76%0.76%Q2 2021Q2 20211
FIRST NATIONAL CORP /MA/ /ADV 110.01%0.01%0.01%Q4 2018Q4 20181
Great Diamond Partners, LLC 110.48%0.48%0.48%Q2 2022Q2 20221
Charles Schwab Investment Advisory, Inc. 110.73%0.73%0.73%Q4 2018Q4 20181
PVG ASSET MANAGEMENT CORP 1114.48%14.48%14.48%Q3 2022Q3 20221
PLANNING DIRECTIONS INC 1110.25%10.25%10.25%Q1 2020Q1 20201
TDAM USA INC. 110.41%0.41%0.41%Q3 2013Q3 20131
Sanoor Capital Management LP 1123.18%23.18%23.18%Q4 2018Q4 20181
FINANCIAL COUNSELORS INC 110.05%0.05%0.05%Q3 2023Q3 20231
Sterneck Capital Management, LLC 110.14%0.14%0.14%Q4 2013Q4 20131
Simmons Bank 110.02%0.02%0.02%Q4 2019Q4 20191
BTR CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q3 2022Q3 20221
EWG Elevate Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FIDELITY D & D BANCORP INC 111.02%1.02%1.02%Q3 2023Q3 20231
DORCHESTER WEALTH MANAGEMENT Co 110.05%0.05%0.05%Q1 2022Q1 20221
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
Pinnacle Wealth Advisors 112.10%2.10%2.10%Q2 2021Q2 20211
Stonegate Investment Group, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SUN LIFE FINANCIAL INC 110.12%0.12%0.12%Q4 2015Q4 20151
Traynor Capital Management, Inc. 110.24%0.24%0.24%Q3 2015Q3 20151
WIN ADVISORS, INC 110.00%0.00%0.00%Q4 2021Q4 20211
REUTER JAMES WEALTH MANAGEMENT, LLC 116.68%6.68%6.68%Q1 2022Q1 20221
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Waypoint Capital Advisors, LLC 110.31%0.31%0.31%Q2 2022Q2 20221
MACKENZIE FINANCIAL CORP 110.09%0.09%0.09%Q1 2020Q1 20201
ETF Portfolio Partners, Inc. 110.22%0.22%0.22%Q4 2014Q4 20141
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Sound Financial Strategies Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
MAS Advisors LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Moloney Securities Asset Management, LLC 110.17%0.17%0.17%Q1 2023Q1 20231
NorthCrest Asset Manangement, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MBB PUBLIC MARKETS I LLC 110.04%0.04%0.04%Q1 2023Q1 20231
SHELTON CAPITAL MANAGEMENT 110.04%0.04%0.04%Q4 2022Q4 20221
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
UG Investment Advisers Ltd. 112.84%2.84%2.84%Q4 2022Q4 20221
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 111.04%1.04%1.04%Q4 2021Q4 20211
Legacy Capital Partners, Inc. 110.14%0.14%0.14%Q1 2022Q1 20221
Formidable Asset Management, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Fullerton Fund Management Co Ltd. 110.07%0.07%0.07%Q1 2019Q1 20191
AIRE ADVISORS, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Missouri Trust & Investment Co 110.01%0.01%0.01%Q2 2023Q2 20231
PYA Waltman Capital, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Polar Asset Management Partners Inc. 110.15%0.15%0.15%Q4 2018Q4 20181
J.P. Turner & Co Capital Mnagement, LLC 110.40%0.40%0.40%Q4 2014Q4 20141
HighTower Trust Company, N.A. 110.06%0.06%0.06%Q2 2022Q2 20221
NEXT Financial Holdings 1113.05%13.05%13.05%Q1 2019Q1 20191
EA Series Trust 110.06%0.06%0.06%Q2 2023Q2 20231
Genesee Capital Advisors, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Fortis Advisors, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
PIERSHALE FINANCIAL GROUP, INC. 1114.32%14.32%14.32%Q3 2015Q3 20151
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q3 2017Q3 20171
Biechele Royce Advisors 110.24%0.24%0.24%Q4 2022Q4 20221
JOURNEY STRATEGIC WEALTH LLC 110.04%0.04%0.04%Q4 2022Q4 20221
EFG CAPITAL INTERNATIONAL CORP. 110.43%0.43%0.43%Q2 2023Q2 20231
New Millennium Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Lifeworks Advisors, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Ken Stern & Associates, Inc. 114.18%4.18%4.18%Q3 2015Q3 20151
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 110.02%0.02%0.02%Q4 2017Q4 20171
Ulrich Consultants & Investment Group, LLC 111.38%1.38%1.38%Q2 2022Q2 20221
CAPRIN ASSET MANAGEMENT LLC /ADV 110.23%0.23%0.23%Q4 2022Q4 20221
Kalos Management, Inc. 110.30%0.30%0.30%Q1 2020Q1 20201
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NTB Financial Corp 111.96%1.96%1.96%Q4 2021Q4 20211
Level Financial Advisors 110.02%0.02%0.02%Q2 2022Q2 20221
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q4 2017Q4 20171
GenTrust, LLC 111.53%1.53%1.53%Q3 2023Q3 20231
Penserra Capital Management LLC 111.60%1.60%1.60%Q3 2022Q3 20221
Next Level Private LLC 110.77%0.77%0.77%Q2 2022Q2 20221
Camarda Financial Advisors, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Riverview Trust Co 110.49%0.49%0.49%Q3 2023Q3 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.10%0.10%0.10%Q4 2022Q4 20221
KB FINANCIAL PARTNERS, LLC 115.69%5.69%5.69%Q2 2022Q2 20221
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Pension Partners, LLC 1125.62%25.62%25.62%Q3 2016Q3 20161
Fortress Wealth Group, LLC 112.12%2.12%2.12%Q2 2022Q2 20221
Surevest, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.24%1.24%1.24%Q1 2022Q1 20221
1900 WEALTH MANAGEMENT LLC 110.19%0.19%0.19%Q3 2021Q3 20211
Stone House Investment Management, LLC 112.80%2.80%2.80%Q4 2016Q4 20161
Stonehage Fleming (UK) Ltd 110.33%0.33%0.33%Q3 2014Q3 20141
Forum Financial Management, LP 110.01%0.01%0.01%Q4 2021Q4 20211
Richwood Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Canvas Wealth Advisors, LLC 110.34%0.34%0.34%Q1 2023Q1 20231
WestEnd Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
COOPER/HAIMS ADVISORS, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
TIAA Kaspick, LLC 113.52%3.52%3.52%Q4 2018Q4 20181
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.59%0.59%0.59%Q2 2022Q2 20221
TPG Financial Advisors, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Naviter Wealth, LLC 112.88%2.88%2.88%Q4 2022Q4 20221
CXI Advisors 110.19%0.19%0.19%Q4 2019Q4 20191
COBIZ WEALTH, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
JGP Wealth Management, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
MARVIN & PALMER ASSOCIATES INC 110.83%0.83%0.83%Q1 2020Q1 20201
Osborn Williams & Donohoe LLC 110.69%0.69%0.69%Q1 2019Q1 20191
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Comprehensive Financial Consultants Institutional, Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
Astor Investment Management LLC 115.29%5.29%5.29%Q1 2014Q1 20141
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Watchman Group, Inc. 110.28%0.28%0.28%Q3 2023Q3 20231
Brand Asset Management Group, Inc. 110.57%0.57%0.57%Q1 2021Q1 20211
Navis Wealth Advisors, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2020Q2 20201
SCP Investment, LP 110.28%0.28%0.28%Q1 2018Q1 20181
First Command Bank 110.01%0.01%0.01%Q3 2020Q3 20201
Geier Asset Management, Inc. 110.18%0.18%0.18%Q4 2020Q4 20201
Signet Investment Advisory Group, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Northland Capital Management LLC 110.62%0.62%0.62%Q3 2022Q3 20221
Permit Capital Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Relative Value Partners, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
External links

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