ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 202393
HUNTINGTON NATIONAL BANK 59590.00%0.02%0.04%Q1 2009Q3 202362
MUFG Americas Holdings Corp 48480.07%0.27%0.46%Q4 2010Q3 202248
HSBC HOLDINGS PLC 47470.01%0.05%0.16%Q1 2012Q3 202347
MCF Advisors LLC 4070.07%0.82%4.59%Q4 2011Q3 202347
Zhang Financial LLC 47470.04%0.28%0.50%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.07%Q1 2012Q3 202347
US BANCORP \DE\ 42420.00%0.27%0.76%Q2 2013Q3 202346
JANE STREET GROUP, LLC 1410.00%0.01%0.05%Q2 2014Q2 202346
KEYBANK NATIONAL ASSOCIATION/OH 44440.10%0.15%0.26%Q4 2012Q3 202344
Veritable, L.P. 43430.02%0.05%0.08%Q4 2012Q2 202343
PRIVATE TRUST CO NA 43430.04%0.10%0.14%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.03%0.09%0.13%Q1 2013Q3 202343
Freedom Investment Management, Inc. 43430.02%0.18%0.65%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.11%0.39%1.26%Q1 2013Q3 202343
Goelzer Investment Management, Inc. 43430.14%0.29%0.44%Q1 2013Q3 202343
COMMERCE BANK 43432.31%3.89%4.84%Q1 2013Q3 202343
Evensky & Katz LLC 42420.06%0.10%0.20%Q2 2013Q3 202342
Harbour Capital Advisors, LLC 2280.20%0.33%0.60%Q1 2013Q4 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.06%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.10%0.24%0.45%Q2 2013Q3 202342
Mariner, LLC 42420.04%0.13%0.24%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.07%0.20%0.38%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.41%0.69%1.54%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.04%0.11%0.24%Q2 2013Q3 202342
MEEDER ASSET MANAGEMENT INC 42420.00%0.09%0.39%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.04%0.09%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.11%0.19%0.25%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.04%0.06%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.24%1.40%2.78%Q2 2013Q3 202342
Busey Bank 42420.03%0.04%0.05%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.08%0.13%0.19%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42420.17%1.04%2.10%Q2 2013Q3 202342
Cubic Asset Management, LLC 42420.10%0.15%0.18%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.12%0.32%0.54%Q2 2013Q3 202342
INTRUST BANK NA 42420.06%0.12%0.18%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.07%Q2 2013Q3 202342
INSIGHT 2811, INC. 42420.93%2.37%7.43%Q2 2013Q3 202342
SOL Capital Management CO 42420.15%0.29%0.44%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.08%0.14%0.30%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.83%1.23%1.51%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.01%0.03%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.01%0.06%0.11%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.04%0.07%0.11%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.17%0.35%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.11%0.46%0.80%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.03%0.16%0.37%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.02%0.05%0.07%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.02%0.09%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.08%0.13%0.18%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.08%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.05%0.10%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.19%0.57%Q2 2013Q3 202342
Sandy Spring Bank 42420.04%0.08%0.22%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.08%0.16%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.04%0.24%1.43%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.04%0.06%0.10%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.02%0.05%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.03%0.04%0.08%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.04%0.21%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.26%0.42%0.66%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.04%0.06%0.09%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.04%0.11%0.27%Q2 2013Q3 202342
Smith & Howard Wealth Management, LLC 42420.10%0.16%0.26%Q2 2013Q3 202342
WADE G W & INC 42420.22%0.39%0.51%Q2 2013Q3 202342
Creative Planning 42420.01%0.02%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.09%0.11%0.16%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.02%0.04%0.07%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.02%0.04%Q2 2013Q3 202342
WEDGEWOOD INVESTORS INC /PA/ 42420.77%1.12%1.60%Q2 2013Q3 202342
Cetera Advisors LLC 42420.03%0.09%0.21%Q2 2013Q3 202342
STEPHENS INC /AR/ 42421.36%3.77%7.13%Q2 2013Q3 202342
MONETA GROUP INVESTMENT ADVISORS LLC 42420.05%0.20%0.27%Q2 2013Q3 202342
FMR LLC 42420.02%0.04%0.06%Q2 2013Q3 202342
AMG National Trust Bank 42420.96%1.24%1.53%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.45%1.66%3.62%Q2 2013Q3 202342
Asset Management Group, Inc. 42423.60%4.78%5.78%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.07%0.10%0.15%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42420.07%0.11%0.12%Q2 2013Q3 202342
First Horizon Advisors, Inc. 41410.20%0.57%1.07%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.01%0.03%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.02%0.04%Q3 2013Q3 202341
1834 INVESTMENT ADVISORS CO 3740.03%0.58%1.00%Q2 2013Q3 202341
COURIER CAPITAL LLC 24170.07%0.10%0.14%Q2 2013Q3 202341
DUNCKER STREETT & CO INC 25160.02%0.02%0.03%Q2 2013Q3 202341
WESBANCO BANK INC 30110.05%0.07%0.09%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.03%0.09%0.27%Q2 2013Q3 202341
AMARILLO NATIONAL BANK 41410.63%0.97%1.55%Q3 2013Q3 202341
BENJAMIN F. EDWARDS & COMPANY, INC. 41410.00%0.11%2.65%Q3 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.00%0.00%0.01%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.03%Q2 2013Q3 202341
BOKF, NA 3290.20%0.46%0.85%Q2 2013Q3 202341
1ST SOURCE BANK 41410.03%0.03%0.03%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.03%0.04%0.10%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.02%0.03%0.10%Q2 2013Q3 202341
McKinley Carter Wealth Services, Inc. 27140.04%0.34%0.93%Q2 2013Q3 202341
VICTORY CAPITAL MANAGEMENT INC 41410.09%0.23%0.38%Q3 2013Q3 202341
M&T BANK CORP 26150.02%0.20%0.60%Q2 2013Q3 202341
AMERICAN INTERNATIONAL GROUP, INC. 24170.00%0.02%0.04%Q2 2013Q3 202341
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.01%0.03%Q4 2013Q4 202340
Capital Analysts, LLC 40400.01%0.06%0.10%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.08%0.20%0.39%Q4 2013Q3 202340
Heritage Wealth Advisors 40401.06%4.72%11.22%Q4 2013Q3 202340
Polaris Wealth Advisory Group, LLC 40400.67%2.50%12.54%Q2 2013Q1 202340
Pure Financial Advisors, LLC 22180.05%0.38%1.15%Q2 2013Q4 202340
Private Advisor Group, LLC 40400.02%0.09%0.18%Q4 2013Q3 202340
Smithfield Trust Co 40400.01%0.01%0.02%Q4 2013Q3 202340
Thomasville National Bank 27130.10%0.19%0.27%Q2 2013Q3 202340
Baltimore-Washington Financial Advisors, Inc. 40400.07%0.23%0.42%Q4 2013Q3 202340
CAPTRUST FINANCIAL ADVISORS 2650.00%0.03%0.11%Q2 2013Q3 202340
Financial Planning & Information Services, Inc. 40401.39%5.51%11.09%Q4 2013Q3 202340
CITY HOLDING CO 40400.40%0.61%0.95%Q4 2013Q3 202340
COMERICA BANK 3910.00%0.01%0.07%Q2 2013Q3 202340
Atlas Brown,Inc. 3910.25%0.98%1.77%Q2 2013Q3 202340
THOMPSON SIEGEL & WALMSLEY LLC 40400.00%0.12%0.71%Q4 2013Q3 202340
Ballentine Partners, LLC 28120.01%0.02%0.04%Q2 2013Q3 202340
MYCIO WEALTH PARTNERS, LLC 3370.00%0.22%0.66%Q2 2013Q3 202340
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40400.01%0.01%0.02%Q4 2013Q3 202340
SAGE FINANCIAL GROUP INC 40400.29%0.46%0.98%Q4 2013Q3 202340
Mathes Company, Inc. 3720.14%0.27%0.66%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.02%0.16%Q1 2014Q3 202339
CHOREO, LLC 39390.05%0.32%0.70%Q1 2014Q3 202339
One Capital Management, LLC 39390.39%2.48%3.49%Q1 2014Q3 202339
FRANKLIN RESOURCES INC 1920.00%0.00%0.00%Q3 2013Q3 202339
ALESCO ADVISORS LLC 39390.02%0.03%0.06%Q1 2014Q3 202339
Occidental Asset Management, LLC 39391.31%2.52%4.83%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.02%0.06%0.09%Q1 2014Q3 202339
Linscomb & Williams, Inc. 39390.04%0.05%0.06%Q1 2014Q3 202339
FIRST MANHATTAN CO. LLC. 39390.00%0.00%0.00%Q1 2014Q3 202339
BERKSHIRE ASSET MANAGEMENT LLC/PA 2360.02%0.04%0.08%Q2 2013Q3 202338
Northeast Financial Consultants Inc 38380.07%0.27%0.68%Q2 2014Q3 202338
Carnegie Capital Asset Management, LLC 2910.01%0.06%0.22%Q2 2013Q3 202338
AMERICAN CENTURY COMPANIES INC 2210.03%0.26%0.40%Q2 2013Q3 202338
Truepoint, Inc. 26120.02%0.06%0.26%Q3 2013Q3 202338
SIGNATUREFD, LLC 23150.00%0.01%0.05%Q2 2013Q3 202338
Baker Ellis Asset Management LLC 38380.06%0.09%0.11%Q2 2014Q3 202338
TRUST CO OF VERMONT 3110.00%0.01%0.01%Q4 2013Q3 202338
LBJ Family Wealth Advisors, Ltd. 3716.58%9.25%10.78%Q4 2013Q4 202338
SILVERCREST ASSET MANAGEMENT GROUP LLC 38380.00%0.01%0.02%Q2 2014Q3 202338
Capital Directions Investment Advisors, LLC 3170.06%0.12%0.24%Q2 2013Q4 202238
FORTE CAPITAL LLC /ADV 37371.36%2.00%2.85%Q3 2014Q3 202337
Allen Investment Management, LLC 37370.01%0.01%0.03%Q3 2014Q3 202337
Brinker Capital Investments, LLC 2150.00%0.01%0.06%Q2 2013Q4 202236
ASSETMARK, INC 3110.00%0.12%1.53%Q2 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.03%0.06%0.15%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.59%1.17%2.17%Q4 2014Q3 202336
Sigma Planning Corp 36360.05%0.08%0.12%Q4 2014Q3 202336
Plante Moran Financial Advisors, LLC 24120.00%0.01%0.08%Q3 2014Q3 202336
Glassman Wealth Services 36360.03%0.10%0.27%Q4 2014Q3 202336
MAI Capital Management 36360.03%0.08%0.12%Q4 2014Q3 202336
DOWLING & YAHNKE LLC 36360.02%0.03%0.04%Q4 2013Q3 202236
Johnson Financial Group, Inc. 36360.01%0.18%4.66%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36361.20%2.95%4.45%Q4 2014Q3 202336
Betterment LLC 36360.40%0.81%2.54%Q4 2014Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36361.20%3.27%7.88%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.03%0.12%0.60%Q4 2014Q3 202336
INVESTMENT PARTNERS, LTD. 36361.02%1.81%3.26%Q4 2014Q3 202336
EisnerAmper Wealth Management Corporate Benefits, LLC 18180.16%0.33%1.61%Q4 2014Q4 202336
Community Bank, N.A. 36360.36%0.59%0.75%Q4 2014Q3 202336
UBS Group AG 36360.05%0.08%0.11%Q4 2014Q3 202336
BTC Capital Management, Inc. 1560.03%0.14%1.02%Q3 2014Q3 202335
WASHINGTON TRUST Co 20150.01%0.02%0.03%Q4 2014Q3 202335
Barrett Asset Management, LLC 35350.00%0.01%0.01%Q2 2013Q4 202135
NATIXIS ADVISORS, L.P. 3050.00%0.04%0.09%Q2 2013Q3 202335
VALLEY NATIONAL ADVISERS INC 20150.00%0.01%0.02%Q4 2014Q3 202335
People's United Financial, Inc. 18170.00%0.04%0.47%Q2 2013Q1 202235
Capital Advisors, Ltd. LLC 35350.00%0.00%0.01%Q1 2015Q3 202335
Burt Wealth Advisors 35350.07%0.09%0.14%Q4 2014Q2 202335
NEW SOUTH CAPITAL MANAGEMENT INC 2960.01%0.28%0.95%Q2 2013Q2 202235
TWIN FOCUS CAPITAL PARTNERS, LLC 34340.33%1.43%3.29%Q2 2015Q3 202334
Advisory Services Network, LLC 2770.00%0.07%0.63%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.03%0.05%0.08%Q2 2015Q3 202334
Tower Research Capital LLC (TRC) 1410.00%0.18%1.02%Q2 2013Q3 202334
NorthRock Partners, LLC 34340.03%3.15%8.87%Q2 2015Q3 202334
FIRST MERCANTILE TRUST CO 34340.00%0.81%1.59%Q2 2013Q3 202134
Oakworth Capital, Inc. 3040.01%0.17%1.85%Q4 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.06%0.24%0.36%Q2 2015Q3 202334
BROWN BROTHERS HARRIMAN & CO 2810.00%0.00%0.00%Q4 2014Q3 202334
ANCHOR CAPITAL ADVISORS LLC 3310.01%0.31%1.74%Q4 2014Q3 202334
BOK Financial Private Wealth, Inc. 2860.01%0.07%0.20%Q2 2013Q3 202334
EP Wealth Advisors, LLC 33330.03%0.14%0.57%Q3 2015Q3 202333
ROCKLAND TRUST CO 33330.03%0.35%1.63%Q3 2015Q3 202333
FDx Advisors, Inc. 3210.01%0.02%0.04%Q2 2015Q3 202333
Domani Wealth, LLC 33330.06%0.21%0.68%Q1 2015Q1 202333
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 19140.01%0.09%0.37%Q3 2013Q3 202333
Parsec Financial Management, Inc. 33330.12%0.25%0.41%Q1 2015Q1 202333
CWM, LLC 2410.00%0.02%0.05%Q4 2014Q3 202333
SEI INVESTMENTS CO 2210.01%0.03%0.09%Q4 2014Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.06%0.12%Q2 2013Q2 202133
Endurance Wealth Management, Inc. 33330.00%0.00%0.01%Q2 2015Q2 202333
Ausdal Financial Partners, Inc. 32320.11%0.62%1.61%Q4 2015Q3 202332
PITTENGER & ANDERSON INC 32320.02%0.02%0.03%Q4 2015Q3 202332
BADGLEY PHELPS & BELL INC 2840.05%0.37%1.37%Q2 2013Q2 202132
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.16%0.35%0.66%Q4 2015Q3 202332
PACIFIC FINANCIAL GROUP INC 2010.03%0.27%0.74%Q2 2013Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.05%0.06%0.09%Q2 2013Q1 202132
Montecito Bank & Trust 3110.05%0.14%0.74%Q3 2013Q4 202332
Citadel Advisors 1110.00%0.00%0.01%Q1 2014Q3 202332
Bartlett & Co. LLC 16160.00%0.14%0.23%Q4 2015Q4 202332
UMB Bank, n.a. 32320.20%0.55%0.83%Q4 2015Q3 202332
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 32320.00%0.00%0.01%Q4 2015Q3 202332
Bishop & Co Investment Management, LLC 323210.10%11.34%12.44%Q4 2015Q3 202332
HOME FEDERAL BANK OF TENNESSEE 32320.57%3.14%5.16%Q4 2015Q3 202332
Whitegate Investment Counselors, Inc. 3010.34%0.52%0.81%Q1 2014Q3 202331
Carroll Financial Associates, Inc. 31310.00%0.01%0.03%Q2 2014Q4 202131
KENNEDY CAPITAL MANAGEMENT LLC 2910.01%0.06%0.22%Q4 2014Q3 202331
Gemmer Asset Management LLC 20110.00%0.00%0.04%Q1 2014Q1 202231
Geneos Wealth Management Inc. 31310.08%0.14%0.23%Q1 2016Q3 202331
Neuberger Berman Group LLC 3010.00%0.00%0.01%Q4 2015Q3 202331
SouthState Corp 2010.02%0.06%0.11%Q2 2013Q3 202331
OPTIMUM INVESTMENT ADVISORS 2470.00%0.02%0.05%Q3 2013Q4 202331
LAZARD ASSET MANAGEMENT LLC 2290.00%0.00%0.01%Q4 2013Q3 202331
IFP Advisors, Inc 17140.01%0.05%0.12%Q4 2015Q3 202331
Frontier Wealth Management LLC 31310.01%0.39%1.22%Q4 2014Q2 202231
Glenview Trust Co 2810.02%0.07%0.14%Q4 2013Q3 202331
Sequoia Financial Advisors, LLC 31310.02%0.05%0.10%Q1 2016Q3 202331
Cutler Group LLC / CA 810.00%0.00%0.00%Q4 2015Q3 202330
Transamerica Financial Advisors, Inc. 2310.00%0.03%0.17%Q2 2013Q3 202330
First Allied Advisory Services, Inc. 30300.01%0.06%0.31%Q2 2013Q3 202030
Rehmann Capital Advisory Group 810.02%0.10%0.84%Q4 2011Q3 202330
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 30300.02%0.03%0.05%Q3 2013Q4 202030
FCG ADVISORS, LLC 30300.33%1.02%1.90%Q2 2013Q3 202030
FIRST NATIONAL BANK OF OMAHA 1740.02%0.03%0.04%Q3 2013Q3 202330
PINNACLE FINANCIAL PARTNERS INC 30300.08%0.26%0.42%Q2 2016Q3 202330
CIBC WORLD MARKET INC. 1530.00%0.01%0.02%Q1 2015Q3 202330
V Wealth Advisors LLC 18110.06%0.24%2.02%Q1 2016Q2 202329
Allworth Financial LP 2810.00%0.00%0.01%Q2 2016Q3 202329
Trust Co 29290.01%0.04%0.09%Q3 2016Q3 202329
Gradient Investments LLC 2450.00%0.00%0.01%Q2 2016Q3 202329
BROWN ADVISORY INC 2810.00%0.01%0.04%Q2 2014Q3 202329
Kovitz Investment Group Partners, LLC 29290.01%0.03%0.08%Q3 2016Q3 202329
SECURITY NATIONAL TRUST CO 29290.01%0.01%0.01%Q3 2014Q3 202129
FIRST CITIZENS BANK & TRUST CO 2810.05%1.68%11.58%Q2 2015Q3 202329
Strategic Wealth Partners Group, LLC 2090.01%0.14%0.31%Q2 2016Q3 202329
Cetera Investment Advisers 2810.03%0.08%0.76%Q2 2016Q3 202329
Cassaday & Co Inc. 29290.08%2.79%26.41%Q4 2014Q4 202129
Baystate Wealth Management LLC 28280.00%0.01%0.05%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.03%0.19%1.79%Q4 2016Q3 202328
Hapanowicz & Associates Financial Services, Inc 28286.20%8.66%15.06%Q4 2016Q3 202328
STOCK YARDS BANK & TRUST CO 1410.02%0.04%0.06%Q3 2013Q3 202328
ACG Wealth 2310.04%0.07%0.11%Q2 2013Q3 202228
DEUTSCHE BANK AG\ 1460.00%0.00%0.00%Q3 2013Q3 202328
Brookstone Capital Management 28280.01%0.04%0.13%Q4 2016Q3 202328
NORRIS PERNE & FRENCH LLP/MI 2440.02%0.10%0.16%Q1 2014Q3 202128
KCM INVESTMENT ADVISORS LLC 1010.01%0.02%0.03%Q2 2014Q1 202328
AE Wealth Management LLC 28280.10%0.71%1.16%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.06%Q4 2016Q3 202328
Simplicity Solutions, LLC 1440.08%0.75%1.70%Q3 2016Q3 202327
Global Retirement Partners, LLC 2070.04%0.13%0.32%Q4 2016Q3 202327
CIBC BANK USA 27270.03%0.09%0.23%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.24%0.74%2.32%Q2 2013Q4 201927
First Command Bank 27270.02%0.06%0.16%Q4 2016Q2 202327
Steward Partners Investment Advisory, LLC 27270.14%0.36%1.06%Q1 2017Q3 202327
First Command Financial Services, Inc. 27270.00%0.05%0.16%Q4 2016Q2 202327
NEXT Financial Group, Inc 14130.00%0.05%0.19%Q3 2014Q4 202127
B. Riley Wealth Advisors, Inc. 1420.01%0.13%0.25%Q2 2013Q3 202327
Corundum Group, Inc. 1342.44%3.42%4.34%Q2 2016Q3 202327
Regal Investment Advisors LLC 1010.01%0.05%0.16%Q2 2013Q3 202327
SUNTRUST BANKS INC 26260.19%0.31%0.43%Q2 2013Q3 201926
AFT, FORSYTH & COMPANY, INC. 2420.17%0.28%0.68%Q2 2013Q3 202326
Family Legacy, Inc. 2420.11%0.26%0.53%Q1 2017Q3 202326
NUANCE INVESTMENTS, LLC 1610.01%0.11%0.55%Q3 2016Q3 202326
Rinet Co LLC 26260.65%3.41%17.05%Q2 2015Q3 202126
COLONY GROUP LLC 2010.00%0.10%0.78%Q4 2014Q3 202326
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.08%0.12%0.19%Q2 2013Q3 201926
REILLY FINANCIAL ADVISORS, LLC 14120.00%0.00%0.00%Q2 2013Q4 202126
SHINE INVESTMENT ADVISORY SERVICES INC 26260.44%0.84%1.48%Q2 2014Q3 202026
MML INVESTORS SERVICES, LLC 26260.04%0.13%0.35%Q2 2017Q3 202326
OLD NATIONAL BANCORP /IN/ 1710.01%0.04%0.11%Q1 2014Q3 202326
HBK Sorce Advisory LLC 26260.03%0.40%1.02%Q2 2017Q3 202326
FIRST FINANCIAL CORP /IN/ 16100.00%0.06%0.22%Q4 2016Q3 202326
BESSEMER GROUP INC 1920.00%0.00%0.00%Q3 2015Q3 202326
AXA S.A. 26260.24%0.29%0.43%Q2 2013Q3 201926
WEBSTER BANK, N. A. 1060.00%0.02%0.10%Q2 2013Q1 202326
PATHSTONE FAMILY OFFICE, LLC 2320.01%0.05%0.67%Q1 2017Q3 202325
Norway Savings Bank 25250.02%0.03%0.03%Q4 2016Q4 202225
Valeo Financial Advisors, LLC 25250.01%0.02%0.03%Q3 2017Q3 202325
TIAA, FSB 25252.22%7.72%11.43%Q2 2017Q2 202325
BALASA DINVERNO & FOLTZ LLC 1210.02%0.03%0.04%Q2 2014Q3 202225
EFG Asset Management (Americas) Corp. 1870.02%0.41%1.38%Q3 2014Q4 202025
BB&T SECURITIES, LLC 25250.01%0.03%0.14%Q3 2013Q3 201925
Mosaic Family Wealth, LLC 25250.19%0.27%0.63%Q4 2015Q4 202125
APPLETON PARTNERS INC/MA 13120.02%0.03%0.06%Q1 2017Q4 202325
Sterling Capital Management LLC 2140.01%0.13%1.44%Q1 2013Q3 201925
Financial Architects, Inc 1820.00%0.01%0.02%Q2 2013Q2 202025
CAHABA WEALTH MANAGEMENT, INC. 25250.05%0.20%0.64%Q3 2017Q3 202325
Autus Asset Management, LLC 25250.06%0.10%0.17%Q4 2015Q4 202125
Private Ocean, LLC 13120.01%0.05%0.09%Q4 2013Q1 202125
BARCLAYS PLC 1410.00%0.00%0.03%Q2 2013Q1 202125
SYM FINANCIAL Corp 24240.01%0.02%0.03%Q4 2017Q3 202324
RPg Family Wealth Advisory, LLC 1590.02%0.61%1.99%Q2 2017Q2 202324
PIN OAK INVESTMENT ADVISORS INC 24240.01%0.01%0.04%Q4 2017Q3 202324
WASHINGTON TRUST BANK 1010.00%0.14%1.16%Q1 2014Q3 202324
Gryphon Financial Partners LLC 24240.08%0.11%0.21%Q4 2017Q3 202324
CADENCE BANK NA 2040.18%0.27%0.38%Q2 2014Q2 202224
LeJeune Puetz Investment Counsel LLC 24241.14%1.67%2.74%Q2 2017Q1 202324
Integrated Wealth Concepts LLC 24240.02%0.08%0.30%Q4 2017Q3 202324
Corient Capital Partners, LLC 24240.03%0.05%0.07%Q3 2016Q2 202224
Providence First Trust Co 24240.42%0.57%0.81%Q2 2017Q1 202324
Waverly Advisors, LLC 2010.01%0.66%1.23%Q3 2013Q3 202324
Port Capital LLC 24240.05%0.36%1.35%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.07%0.36%0.50%Q4 2017Q3 202324
Accredited Investors Inc. 24240.04%0.41%1.50%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.03%0.24%0.47%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
STEPHENS GROUP ASSET MANAGEMENT, LLC 24247.12%13.59%25.71%Q4 2017Q3 202324
CREDIT SUISSE AG/ 1410.00%0.00%0.02%Q1 2013Q2 202224
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.01%0.02%0.02%Q2 2013Q1 201924
BHK Investment Advisors, LLC 24240.52%0.63%0.83%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.01%0.05%Q4 2017Q3 202324
Brandywine Global Investment Management, LLC 1010.00%0.00%0.00%Q2 2013Q3 202324
Perigon Wealth Management, LLC 710.00%0.04%0.11%Q2 2014Q3 202324
Windsor Wealth Management, Inc. 24245.71%11.33%25.18%Q4 2017Q3 202324
PINNACLE ASSOCIATES LTD 1420.01%0.01%0.01%Q4 2013Q3 202324
Ancora Advisors LLC 1810.01%0.01%0.02%Q4 2016Q3 202324
Meridian Wealth Management, LLC 13110.03%0.39%3.14%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.52%0.70%0.92%Q4 2017Q3 202324
Douglass Winthrop Advisors, LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
AMERICAN NATIONAL BANK 23230.00%0.01%0.01%Q1 2018Q3 202323
Valmark Advisers, Inc. 1490.01%0.01%0.01%Q4 2017Q3 202323
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1940.00%0.00%0.01%Q1 2016Q1 202223
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
HL FINANCIAL SERVICES LLC 1850.04%0.08%0.13%Q2 2013Q1 201923
Ironsides Asset Advisors, LLC 23231.46%2.02%2.79%Q2 2014Q4 201923
Evercore Wealth Management, LLC 1220.00%0.01%0.01%Q3 2013Q4 201923
Smart Portfolios, LLC 1110.04%5.97%13.05%Q2 2013Q4 202123
THRIVENT FINANCIAL FOR LUTHERANS 1940.00%0.02%0.04%Q4 2016Q3 202323
NORTHERN CAPITAL MANAGEMENT LLC 23230.54%1.18%1.83%Q2 2013Q4 201823
Crescent Grove Advisors, LLC 12110.03%0.09%0.19%Q2 2017Q3 202323
Ballew Advisors, Inc 23230.01%0.55%0.83%Q1 2018Q3 202323
IFG Advisory, LLC 2210.02%0.06%0.12%Q4 2017Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.01%0.02%Q4 2016Q2 202223
LCNB CORP 1660.14%0.21%0.27%Q4 2016Q2 202222
Hochman Cole Investment Advisors, Inc. 1660.11%0.15%0.19%Q1 2016Q3 202122
Bedel Financial Consulting, Inc. 22220.04%0.11%0.24%Q1 2018Q2 202322
Fiduciary Trust Co International of Pennsylvania 1710.01%0.02%0.03%Q2 2013Q1 202022
SIMON QUICK ADVISORS, LLC 22220.02%0.84%1.86%Q4 2016Q1 202222
Jacobi Capital Management LLC 22220.01%0.01%0.02%Q2 2016Q3 202122
BRIDGES INVESTMENT MANAGEMENT INC 22220.20%0.39%0.56%Q2 2018Q3 202322
Icon Wealth Partners, LLC 1930.04%0.11%0.43%Q4 2017Q3 202322
Ruggie Capital Group 1440.00%0.22%1.36%Q4 2014Q3 202022
MISSION WEALTH MANAGEMENT, LP 1410.01%0.03%0.06%Q4 2016Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.05%0.14%Q3 2018Q3 202321
Asset Dedication, LLC 1330.00%0.01%0.01%Q4 2015Q3 202321
Avantax Planning Partners, Inc. 1310.00%0.38%0.90%Q1 2018Q3 202321
Rockefeller Capital Management L.P. 21210.00%0.04%0.06%Q3 2018Q3 202321
Starfire Investment Advisers, Inc. 11100.44%0.85%1.20%Q1 2015Q2 202021
Pinnacle Bancorp, Inc. 2010.04%0.14%0.26%Q1 2017Q3 202321
SRS Capital Advisors, Inc. 1010.00%1.32%5.46%Q4 2016Q3 202321
Ballast, Inc. 1340.10%0.13%0.19%Q4 2017Q3 202321
Mascoma Wealth Management LLC 1110.00%0.00%0.00%Q4 2016Q3 202321
Sterling Investment Advisors, Ltd. 21210.01%0.02%0.02%Q2 2017Q2 202221
SVA Wealth Management, LLC 21210.04%0.08%0.13%Q1 2015Q1 202021
NAPLES GLOBAL ADVISORS, LLC 21210.06%0.10%0.13%Q1 2015Q1 202021
DAVENPORT & Co LLC 1470.00%0.00%0.00%Q2 2018Q3 202321
FIRST MIDWEST BANK TRUST DIVISION 2010.22%0.32%0.46%Q1 2015Q4 202121
Freestone Capital Holdings, LLC 21210.00%0.03%0.04%Q3 2018Q3 202321
PRIVATE MANAGEMENT GROUP INC 21210.03%0.04%0.04%Q3 2018Q3 202321
Homrich & Berg 2010.01%0.03%0.07%Q2 2014Q3 202121
BNP PARIBAS FINANCIAL MARKETS 21210.00%0.01%0.06%Q4 2013Q4 201821
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 720.00%0.02%0.06%Q1 2014Q1 202121
Sound Income Strategies, LLC 10100.00%0.02%0.06%Q4 2017Q3 202320
THOMPSON DAVIS & CO., INC. 20200.01%0.03%0.12%Q4 2013Q3 201820
GREAT VALLEY ADVISOR GROUP, INC. 20200.06%0.15%0.26%Q4 2018Q3 202320
M Holdings Securities, Inc. 1550.03%0.20%0.44%Q1 2014Q1 202320
Kingsview Wealth Management, LLC 1460.04%0.06%0.10%Q3 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.33%1.12%1.69%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.02%0.03%Q4 2014Q3 201920
Cooper Financial Group 20200.11%0.22%0.38%Q4 2018Q3 202320
Huntington Steele LLC 20201.46%1.76%2.00%Q2 2013Q1 201820
ST GERMAIN D J CO INC 1730.01%0.02%0.04%Q1 2018Q4 202320
GenWealth Group, Inc. 813.06%4.69%5.51%Q2 2017Q2 202320
Edge Capital Group, LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
FAS Wealth Partners, Inc. 20200.17%0.27%0.56%Q4 2018Q3 202320
Ellevest, Inc. 20200.00%0.01%0.03%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.59%0.73%0.85%Q4 2018Q3 202320
KMG FIDUCIARY PARTNERS, LLC 20200.29%1.17%2.13%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.04%0.23%Q1 2018Q3 202320
MEANS INVESTMENT CO., INC. 20200.05%0.09%0.13%Q4 2018Q3 202320
Farmers & Merchants Trust Co of Long Beach 20200.19%0.22%0.26%Q4 2018Q3 202320
STRATEGIC WEALTH MANAGEMENT INC 1312.11%7.07%14.48%Q4 2012Q4 202120
FinTrust Capital Advisors, LLC 20200.02%0.05%0.09%Q4 2018Q3 202320
Covenant Partners, LLC 20205.87%7.19%9.11%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.25%0.74%1.66%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.03%0.11%0.42%Q4 2018Q3 202320
Total Wealth Planning, LLC 20200.10%0.25%0.39%Q4 2018Q3 202320
BEESE FULMER INVESTMENT MANAGEMENT, INC. 20200.04%0.06%0.07%Q3 2015Q2 202020
Ledyard National Bank 20200.00%0.00%0.00%Q1 2014Q4 201820
Laurel Wealth Advisors LLC 20200.01%0.01%0.01%Q4 2018Q3 202320
TCI Wealth Advisors, Inc. 20200.00%0.01%0.02%Q2 2018Q1 202320
Eukles Asset Management 20201.07%1.27%1.48%Q4 2018Q3 202320
RETIREMENT INCOME SOLUTIONS, INC 1280.10%0.19%0.45%Q2 2018Q3 202320
American Portfolios Advisors 20200.04%0.16%0.31%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.00%0.00%0.00%Q3 2017Q2 202220
McCarthy Grittinger Financial Group, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Voya Financial Advisors, Inc. 20200.01%0.02%0.10%Q2 2016Q1 202120
Wealthspire Advisors, L.P. 20200.00%0.02%0.04%Q4 2015Q3 202020
Investors Research Corp 19190.01%0.01%0.01%Q1 2019Q3 202319
Zions Bancorporation, N.A. 19195.75%8.46%12.21%Q1 2019Q3 202319
CITIZENS FINANCIAL GROUP INC/RI 19190.01%0.02%0.04%Q4 2015Q2 202019
TSFG, LLC 19190.08%0.11%0.17%Q1 2019Q3 202319
Private Capital Group, LLC 19190.11%0.23%0.35%Q4 2017Q2 202219
Lido Advisors, LLC 1450.01%0.01%0.02%Q4 2018Q3 202319
MARSHALL FINANCIAL GROUP INC /ADV 1450.13%0.17%0.23%Q4 2018Q3 202319
Vantage Investment Advisors, LLC 1810.00%0.01%0.01%Q4 2013Q3 201819
TELEMUS CAPITAL, LLC 1540.02%0.10%0.16%Q1 2015Q4 201919
CULLEN/FROST BANKERS, INC. 19190.00%0.01%0.02%Q1 2019Q3 202319
GIRARD PARTNERS LTD. 19190.15%0.29%0.50%Q4 2014Q2 201919
SII INVESTMENTS INC/WI 19190.03%0.06%0.19%Q2 2013Q4 201719
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.03%Q1 2019Q3 202319
Corbenic Partners LLC 19190.01%0.02%0.05%Q2 2013Q4 201719
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
KING LUTHER CAPITAL MANAGEMENT CORP 19190.00%0.00%0.00%Q1 2019Q3 202319
AJ WEALTH STRATEGIES, LLC 1270.01%0.02%0.05%Q2 2018Q2 202319
Advocacy Wealth Management Services, LLC 920.04%1.94%6.09%Q2 2013Q4 202219
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2016Q4 202019
ROMAN BUTLER FULLERTON & CO 1270.15%0.19%0.28%Q4 2018Q3 202319
BDO Wealth Advisors, LLC 1310.00%0.03%0.09%Q2 2017Q2 202318
Financial Advocates Investment Management 1440.01%0.03%0.07%Q1 2019Q3 202318
SVB WEALTH LLC 18180.01%0.02%0.04%Q2 2019Q3 202318
LEVEL FOUR ADVISORY SERVICES, LLC 810.01%0.88%3.53%Q4 2016Q3 202318
Artemis Wealth Advisors, LLC 1510.05%0.12%0.24%Q1 2018Q3 202318
B. Riley Wealth Management, Inc. 840.00%0.21%0.42%Q1 2014Q2 202218
RDA Financial Network 1440.10%0.11%0.12%Q1 2019Q3 202318
McAdam, LLC 1530.01%0.33%0.49%Q1 2018Q3 202318
Crestwood Advisors Group, LLC 810.00%0.01%0.02%Q1 2017Q3 202318
CHURCHILL MANAGEMENT Corp 1260.19%1.95%6.90%Q2 2013Q3 202318
Cerity Partners LLC 1010.00%0.06%0.52%Q4 2018Q3 202318
RELIANCE TRUST CO OF DELAWARE 1170.26%0.33%0.39%Q2 2013Q1 201918
LINCOLN NATIONAL CORP 18180.01%0.06%0.17%Q2 2019Q3 202318
UNITED BANK, INC. 18180.12%0.14%0.21%Q2 2013Q3 201718
MONROE BANK & TRUST/MI 1230.03%0.06%0.09%Q2 2013Q2 201818
Nadler Financial Group, Inc. 1440.08%0.34%0.77%Q2 2013Q1 202318
Biltmore Family Office, LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
Advisors Preferred, LLC 510.48%3.04%7.87%Q1 2014Q3 202318
TRAIN BABCOCK ADVISORS LLC 1710.12%0.16%0.22%Q2 2013Q4 201718
Ford Financial Group, LLC 990.12%1.16%2.94%Q4 2017Q4 202218
NATIONAL PLANNING CORP 18180.04%0.05%0.06%Q2 2013Q3 201718
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.01%Q2 2019Q3 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
Connecticut Wealth Management, LLC 18180.18%0.83%1.12%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.56%0.80%0.93%Q2 2013Q3 201718
WealthShield Partners, LLC 1080.04%0.23%0.66%Q4 2017Q3 202318
Atria Investments, Inc 1020.01%0.08%0.23%Q1 2016Q3 202318
Tranquility Partners, LLC 18180.35%0.49%0.64%Q2 2019Q3 202318
Beacon Pointe Advisors, LLC 18180.02%0.05%0.12%Q2 2019Q3 202318
ERTS Wealth Advisors, LLC 1520.05%0.42%0.79%Q4 2018Q3 202317
WRAPMANAGER INC 17170.09%0.24%0.39%Q4 2015Q4 201917
DAVIS R M INC 17170.01%0.01%0.02%Q3 2019Q3 202317
Winfield Associates, Inc. 17170.04%0.04%0.05%Q4 2013Q4 201717
Hubbell Strickland Wealth Management, LLC 17170.19%0.24%0.30%Q3 2019Q3 202317
Foundations Investment Advisors, LLC 1250.01%0.81%8.67%Q4 2018Q3 202317
Prospera Financial Services Inc 1610.01%0.04%0.07%Q4 2015Q3 202317
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.01%Q2 2014Q2 202217
FORVIS Wealth Advisors, LLC 980.01%0.02%0.03%Q1 2019Q3 202317
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 17170.02%0.09%0.21%Q2 2016Q2 202017
OXFORD FINANCIAL GROUP, LTD. LLC 17170.00%0.04%0.12%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.01%0.02%Q2 2013Q2 201717
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1070.00%0.00%0.01%Q4 2013Q2 201817
BKS ADVISORS, LLC 17171.01%1.09%1.21%Q1 2015Q1 201917
ALLIANCEBERNSTEIN L.P. 1510.00%0.00%0.00%Q3 2014Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.02%Q3 2019Q3 202317
ROPES WEALTH ADVISORS LLC 980.00%0.04%0.07%Q1 2018Q2 202317
CAMG Solamere Management, LLC 17170.49%0.93%1.86%Q3 2017Q3 202117
Haverford Trust Co 1520.00%0.01%0.01%Q2 2018Q2 202317
O'Brien Wealth Partners LLC 17170.19%0.97%3.99%Q4 2015Q4 201917
HARBOR INVESTMENT ADVISORY, LLC 16160.13%0.25%0.32%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.11%0.13%0.14%Q4 2019Q3 202316
Cordant, Inc. 16160.41%0.53%0.77%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16160.33%0.58%1.29%Q4 2019Q3 202316
CONNING INC. 970.02%0.06%0.17%Q2 2014Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
STEEL GROVE CAPITAL ADVISORS, LLC 1510.03%0.05%0.08%Q3 2014Q3 201816
STEPH & CO 16160.04%0.13%0.19%Q4 2019Q3 202316
BRINKER CAPITAL INC 730.01%0.08%0.27%Q1 2016Q2 202016
Capital Asset Advisory Services LLC 16160.02%0.04%0.06%Q4 2019Q3 202316
Carlton Hofferkamp & Jenks Wealth Management, LLC 16160.12%0.16%0.20%Q4 2019Q3 202316
LPWM LLC 16168.60%9.84%10.73%Q4 2019Q3 202316
SYSTEMATIC FINANCIAL MANAGEMENT LP 1210.00%0.00%0.02%Q4 2013Q2 201916
Equitable Holdings, Inc. 16160.82%1.35%2.04%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.00%0.03%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16165.20%6.10%8.46%Q2 2013Q1 201716
Archford Capital Strategies, LLC 1060.00%0.01%0.01%Q1 2014Q2 201916
FIFTH THIRD SECURITIES, INC. 610.89%1.32%2.11%Q3 2016Q3 202316
Anchor Investment Management, LLC 1420.00%0.02%0.02%Q1 2017Q4 202316
Cedar Mountain Advisors, LLC 16167.53%8.50%9.46%Q4 2019Q3 202316
First Financial Bank - Trust Division 1150.02%0.06%0.08%Q2 2017Q4 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.06%0.07%0.14%Q4 2019Q3 202316
Private Portfolio Partners LLC 920.06%0.08%0.13%Q4 2018Q3 202316
Sowa Financial Group, Inc. 16160.81%0.98%1.39%Q4 2019Q3 202316
Cornerstone Advisors, Inc. 16160.02%0.12%0.26%Q4 2016Q3 202016
Arkadios Wealth Advisors 16160.05%0.12%0.48%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.08%0.11%0.15%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16161.78%2.58%3.25%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.06%0.10%0.16%Q4 2019Q3 202316
Fieldpoint Private Securities, LLC 710.01%0.03%0.04%Q1 2017Q2 202216
S. R. Schill & Associates 16161.10%1.98%4.71%Q4 2014Q3 201816
Lindbrook Capital, LLC 1150.00%0.00%0.00%Q4 2018Q3 202316
TBH Global Asset Management, LLC 16160.11%0.13%0.18%Q4 2019Q3 202316
FSA Wealth Management LLC 16161.44%4.61%6.50%Q4 2019Q3 202316
Patten Group, Inc. 1510.01%0.01%0.01%Q4 2014Q4 201816
Firestone Capital Management 16160.11%0.13%0.17%Q4 2019Q3 202316
XML Financial, LLC 16161.05%1.40%1.98%Q4 2019Q3 202316
Winslow, Evans & Crocker, Inc. 1510.00%0.01%0.02%Q4 2013Q4 202016
Orion Portfolio Solutions, LLC 16160.01%0.08%0.42%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.02%0.11%0.17%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.03%0.03%0.05%Q4 2019Q3 202316
EARNEST PARTNERS LLC 16160.00%0.02%0.05%Q4 2019Q3 202316
Wealthcare Advisory Partners LLC 1210.01%0.02%0.03%Q2 2017Q3 202316
Horan Securities, Inc. 730.01%0.01%0.01%Q1 2019Q2 202316
Renaissance Technologies 420.00%0.00%0.00%Q1 2018Q4 202215
Covington Capital Management 1410.00%0.00%0.01%Q3 2017Q3 202215
Advisor Group, Inc. 15150.05%0.13%0.61%Q2 2016Q4 201915
Alpha Omega Wealth Management LLC 15150.05%0.07%0.09%Q4 2015Q2 201915
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
HOWE & RUSLING INC 710.00%0.00%0.01%Q4 2014Q3 202315
Hanson & Doremus Investment Management 1410.00%0.01%0.01%Q1 2017Q4 202215
PACIFIC SUN FINANCIAL CORP 610.86%1.02%1.45%Q1 2018Q2 202315
GUARDIAN LIFE INSURANCE CO OF AMERICA 1050.43%4.36%11.62%Q1 2016Q4 201915
MSI Financial Services Inc 15150.14%0.30%0.49%Q2 2013Q4 201615
Nationwide Fund Advisors 720.02%0.04%0.05%Q2 2013Q3 201715
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
SENTINEL ASSET MANAGEMENT, INC. 15150.29%6.95%35.35%Q4 2014Q2 201815
BOURGEON CAPITAL MANAGEMENT LLC 15150.01%0.01%0.01%Q3 2019Q1 202315
CHEMICAL BANK 15150.04%0.04%0.05%Q4 2015Q2 201915
BRAVE ASSET MANAGEMENT INC 1210.00%0.01%0.12%Q4 2013Q1 201915
NTV ASSET MANAGEMENT LLC 15150.04%0.05%0.07%Q1 2020Q3 202315
Pflug Koory, LLC 1410.01%0.02%0.05%Q4 2016Q3 202315
CONDOR CAPITAL MANAGEMENT 15150.33%0.39%0.43%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.02%0.03%Q4 2019Q3 202315
Cornerstone Wealth Management, LLC 810.02%0.07%0.21%Q1 2016Q3 202315
Avion Wealth 15150.00%0.01%0.01%Q1 2020Q3 202315
Barrington Strategic Wealth Management Group LLC 1320.23%0.54%0.80%Q3 2013Q3 201715
EATON VANCE MANAGEMENT 640.00%0.00%0.01%Q3 2017Q1 202215
IFC Holdings Incorporated/FL 930.03%0.05%0.07%Q2 2013Q4 201715
Fortis Advisors, LLC 15150.00%0.05%0.09%Q3 2017Q1 202115
Center for Financial Planning, Inc. 1140.00%0.00%0.01%Q4 2019Q3 202315
AdvicePeriod, LLC 15150.18%0.45%0.74%Q4 2017Q2 202115
TOWNSQUARE CAPITAL LLC 1230.01%0.01%0.02%Q2 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.06%0.16%0.23%Q1 2020Q3 202315
Platte River Wealth Advisors, LLC 1410.99%1.48%2.42%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.11%1.43%1.82%Q4 2019Q2 202315
SNS Financial Group, LLC 15150.04%0.06%0.10%Q1 2020Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 1140.15%0.34%1.16%Q4 2019Q3 202315
Whitnell & Co. 15150.01%0.02%0.02%Q2 2016Q4 201915
OARSMAN CAPITAL, INC. 1140.09%0.12%0.16%Q3 2015Q4 201915
CANANDAIGUA NATIONAL BANK & TRUST CO 1140.06%0.10%0.12%Q1 2014Q1 201815
DUBUQUE BANK & TRUST CO 1230.00%0.01%0.03%Q1 2014Q1 201815
Csenge Advisory Group 1410.00%0.04%0.07%Q3 2018Q3 202315
COUNTRY TRUST BANK 1010.00%0.00%0.01%Q2 2016Q4 202314
Key FInancial Inc 1220.07%0.10%0.28%Q4 2019Q3 202314
Essex Financial Services, Inc. 14140.05%0.06%0.09%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.17%0.20%0.26%Q4 2018Q1 202214
Broadview Financial Management, LLC 14140.85%1.03%1.12%Q2 2020Q3 202314
Cresset Asset Management, LLC 1220.00%0.01%0.02%Q4 2018Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.00%0.01%0.01%Q4 2018Q3 202214
TFG Advisers LLC 1310.12%0.14%0.15%Q4 2019Q3 202314
Farmers & Merchants Trust Co of Chambersburg PA 1040.01%0.02%0.05%Q1 2019Q3 202314
Ellis Investment Partners, LLC 14140.01%0.01%0.02%Q2 2019Q3 202214
MONECO Advisors, LLC 1040.06%0.11%0.17%Q1 2019Q3 202314
MIDDLETON & CO INC/MA 910.03%0.04%0.06%Q4 2015Q4 201914
TWO SIGMA SECURITIES, LLC 510.00%0.22%1.08%Q2 2015Q3 202314
COZAD ASSET MANAGEMENT INC 14140.10%0.34%0.64%Q2 2020Q3 202314
VIRIDIAN RIA, LLC 1220.32%0.38%0.47%Q3 2018Q1 202214
LifePlan Financial Group, Inc 770.00%0.74%3.79%Q2 2013Q3 201914
Financial Engines Advisors L.L.C. 1310.00%0.00%0.01%Q1 2018Q3 202314
Belpointe Asset Management LLC 1010.01%0.03%0.04%Q3 2018Q1 202314
NWAM LLC 730.02%0.15%0.47%Q1 2014Q3 202314
Guidance Point Advisors, LLC 14140.21%0.22%0.23%Q2 2020Q3 202314
PRINCIPAL FINANCIAL GROUP INC 14140.00%0.01%0.01%Q2 2020Q3 202314
CENTAURUS FINANCIAL, INC. 1210.01%0.03%0.12%Q2 2018Q3 202314
Marcum Wealth, LLC 14140.06%0.12%0.18%Q2 2020Q3 202314
Arbor Investment Advisors, LLC 14140.05%0.06%0.07%Q2 2020Q3 202314
Newport Wealth Strategies, Inc. 1130.19%0.96%1.80%Q4 2017Q3 202114
Southern Wealth Management, LLP 14140.26%1.80%2.52%Q4 2019Q1 202314
FULTON BANK, N.A. 510.02%0.05%0.08%Q2 2013Q4 201914
Princeton Global Asset Management LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
LBA Wealth Management, LLC 14140.08%0.10%0.12%Q4 2013Q1 201714
PrairieView Partners, LLC 1130.00%0.00%0.00%Q1 2020Q3 202314
Provident Wealth Management, LLC 14140.03%0.06%0.14%Q2 2020Q3 202314
CVA Family Office, LLC 14140.01%0.02%0.03%Q1 2020Q2 202314
Investors Capital Advisory Services 13130.15%0.19%0.21%Q2 2013Q2 201613
PRICE T ROWE ASSOCIATES INC /MD/ 13130.00%0.00%0.00%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
Berkshire Bank 13130.54%1.21%1.64%Q3 2020Q3 202313
SG Americas Securities, LLC 310.00%0.02%0.08%Q3 2014Q2 202213
BAILARD, INC. 13130.02%0.03%0.04%Q3 2020Q3 202313
TimeScale Financial, Inc. 940.00%0.01%0.02%Q2 2019Q2 202313
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 920.29%1.98%3.80%Q4 2013Q4 201713
Kistler-Tiffany Companies, LLC 1110.00%0.01%0.01%Q3 2014Q2 202313
AlphaMark Advisors, LLC 1010.00%0.00%0.01%Q2 2013Q3 201913
NORTHWEST WEALTH MANAGEMENT, LLC 850.17%0.19%0.25%Q1 2018Q2 202113
NewEdge Advisors, LLC 1010.00%0.12%0.38%Q2 2017Q3 202313
Graypoint LLC 13130.07%0.10%0.12%Q3 2020Q3 202313
Bogart Wealth, LLC 810.00%0.00%0.01%Q3 2017Q3 202313
First Pacific Financial 13130.87%1.02%1.24%Q3 2020Q3 202313
EVERGREEN CAPITAL MANAGEMENT LLC 13130.15%0.17%0.21%Q3 2020Q3 202313
Guidant Wealth Advisors 13130.23%0.61%1.81%Q3 2016Q3 201913
Kestra Advisory Services, LLC 13130.16%0.23%0.30%Q3 2020Q3 202313
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.01%0.01%0.03%Q1 2020Q3 202313
Capital Investment Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
TWO SIGMA INVESTMENTS, LP 810.00%0.01%0.03%Q4 2013Q3 201913
Marotta Asset Management 910.05%0.06%0.07%Q4 2019Q4 202313
Founders Financial Alliance, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
JOYN Advisors, Inc. 510.01%0.26%1.68%Q2 2013Q4 201813
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.15%0.21%Q2 2013Q2 201613
Sageworth Trust Co 1110.00%0.10%0.20%Q4 2014Q4 202213
Capital Advisory Group Advisory Services, LLC 1210.00%0.02%0.03%Q1 2018Q2 202213
Zions Bancorporation 13132.99%4.85%8.80%Q1 2015Q1 201813
Stegner Investment Associates Inc. 13130.55%0.69%0.80%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Bryn Mawr Capital Management, LLC 1210.02%0.09%0.18%Q4 2019Q3 202313
Bell Rock Capital LLC 13130.00%0.00%0.00%Q4 2016Q4 201913
Wealthspire Advisors, LLC 1210.01%0.01%0.03%Q1 2020Q3 202313
Grove Bank & Trust 940.00%0.02%0.04%Q4 2015Q3 202313
Confluence Wealth Management LLC 13130.16%0.42%0.83%Q2 2014Q2 201713
SevenBridge Financial Group, LLC 13130.01%0.01%0.01%Q2 2016Q2 201913
Colorado Capital Management, Inc. 1030.13%0.24%0.33%Q1 2018Q2 202113
Providence Capital Advisors, LLC 750.00%0.03%0.08%Q4 2018Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.01%0.04%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 1110.00%0.02%0.15%Q1 2017Q4 202112
WEST BANCORPORATION INC 840.08%0.75%2.06%Q4 2019Q3 202312
Financial Sense Advisors, Inc. 630.12%0.28%0.56%Q4 2014Q3 202312
FLPUTNAM INVESTMENT MANAGEMENT CO 12120.01%0.01%0.01%Q4 2020Q3 202312
Boston Partners 510.00%0.00%0.01%Q3 2015Q3 202312
DAGCO, INC. 12120.13%0.36%0.50%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 810.02%0.04%0.06%Q4 2019Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1110.00%0.00%0.00%Q4 2019Q3 202312
Vigilant Capital Management, LLC 620.00%0.01%0.01%Q3 2017Q2 202312
Calamos Wealth Management LLC 12120.19%0.50%1.44%Q1 2015Q4 201712
SIGMA INVESTMENT COUNSELORS INC 610.02%0.02%0.06%Q4 2016Q2 202312
FLOW TRADERS U.S. LLC 410.02%0.13%0.46%Q4 2013Q3 202312
Savant Capital, LLC 12120.02%0.17%0.40%Q4 2020Q3 202312
GREAT LAKES ADVISORS, LLC 530.00%0.02%0.04%Q2 2013Q4 201712
BEAM WEALTH ADVISORS, INC. 12120.48%3.90%6.45%Q4 2020Q3 202312
N.E.W. Advisory Services LLC 12120.05%0.13%0.28%Q4 2020Q3 202312
John W. Brooker & Co., CPAs 12120.00%0.00%0.01%Q4 2019Q3 202212
Hudock, Inc. 620.00%0.01%0.02%Q4 2018Q3 202212
MACROVIEW INVESTMENT MANAGEMENT LLC 1110.00%0.09%0.36%Q1 2017Q2 202012
PFG Advisors 530.02%0.08%0.13%Q2 2019Q3 202312
Financial Management Professionals, Inc. 710.00%6.10%28.23%Q2 2013Q2 202112
JNBA Financial Advisors 1010.01%0.01%0.05%Q2 2013Q3 201812
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.01%0.01%Q4 2018Q3 202112
Beacon Financial Advisory LLC 12120.11%0.13%0.16%Q4 2020Q3 202312
OneDigital Investment Advisors LLC 410.00%0.01%0.04%Q2 2017Q3 202312
ATWOOD & PALMER INC 710.00%0.01%0.02%Q2 2014Q3 202012
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
Tarbox Family Office, Inc. 930.01%0.01%0.01%Q3 2014Q1 202212
Delphi Private Advisors LLC 12120.01%0.02%0.02%Q4 2015Q3 201812
Wescott Financial Advisory Group, LLC 12125.34%11.40%19.36%Q4 2020Q3 202312
Evanson Asset Management, LLC 12120.04%0.04%0.05%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.19%0.36%0.66%Q4 2020Q3 202312
Rodgers & Associates, LTD 12122.49%2.65%2.89%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.08%0.09%0.10%Q4 2020Q3 202312
Stratos Wealth Advisors, LLC 12120.02%0.05%0.10%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.22%0.40%0.48%Q4 2020Q3 202312
WealthPLAN Partners, LLC 510.00%0.03%0.05%Q2 2016Q4 202312
Destiny Wealth Partners, LLC 12120.02%0.44%0.79%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.00%0.03%0.05%Q4 2020Q3 202312
Moisand Fitzgerald Tamayo, LLC 660.00%0.00%0.01%Q3 2020Q3 202312
Annapolis Financial Services, LLC 12120.50%0.67%0.86%Q4 2020Q3 202312
Fullen Financial Group 12120.46%0.54%0.57%Q2 2020Q1 202312
Tradition Wealth Management, LLC 12120.00%0.26%0.39%Q4 2020Q3 202312
Renasant Bank 12120.51%0.75%0.99%Q4 2020Q3 202312
TCG Advisory Services, LLC 12121.57%2.68%4.00%Q4 2020Q3 202312
Wealth CMT 751.23%2.38%5.06%Q4 2019Q4 202212
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.14%0.19%0.37%Q4 2020Q3 202312
Element Wealth, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Falcon Wealth Planning 12120.18%0.25%0.44%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
IEQ CAPITAL, LLC 1110.01%0.02%0.02%Q4 2019Q3 202312
OPPENHEIMER ASSET MANAGEMENT INC. 610.00%0.02%0.14%Q1 2017Q4 202212
BTR CAPITAL MANAGEMENT INC 11110.11%0.12%0.14%Q1 2020Q3 202211
McClarren Financial Advisors, Inc. 650.03%0.07%0.08%Q4 2020Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 610.00%0.00%0.01%Q4 2016Q3 202311
SkyOak Wealth, LLC 710.06%0.30%1.08%Q4 2019Q3 202311
Ten Capital Wealth Advisors, LLC 11110.01%0.02%0.04%Q4 2020Q2 202311
QUEST CAPITAL MANAGEMENT INC /ADV 740.05%0.07%0.07%Q1 2019Q4 202111
Nachman Norwood & Parrott, Inc 11110.11%0.16%0.21%Q4 2018Q2 202111
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.01%0.22%0.32%Q1 2021Q3 202311
Litman Gregory Wealth Management LLC 11110.01%0.01%0.01%Q3 2018Q1 202111
Cornerstone Advisory, LLC 1010.03%0.56%0.98%Q1 2018Q4 202111
SIMPLEX TRADING, LLC 310.00%0.02%0.04%Q4 2014Q4 202111
WestHill Financial Advisors, Inc. 921.89%1.98%2.05%Q4 2020Q3 202311
Koss-Olinger Consulting, LLC 11110.13%0.17%0.20%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.13%0.15%0.19%Q1 2014Q1 201711
Lloyd Advisory Services, LLC. 11110.15%0.17%0.20%Q4 2019Q2 202211
IBBOTSON ASSOCIATES INC 11110.75%1.21%1.85%Q2 2013Q4 201511
TWO SIGMA ADVISERS, LP 410.00%0.01%0.04%Q3 2014Q1 201911
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
Braun-Bostich & Associates Inc. 740.06%0.08%0.10%Q4 2017Q3 202011
Bragg Financial Advisors, Inc 11110.02%0.03%0.05%Q1 2021Q3 202311
Beaumont Financial Partners, LLC 410.36%0.72%1.93%Q2 2013Q4 201611
Squar Milner Financial Services LLC 11110.56%0.90%1.34%Q4 2017Q2 202011
3D ASSET MANAGEMENT, INC 11110.06%0.09%0.12%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.01%0.02%0.03%Q4 2017Q2 202011
RWA WEALTH PARTNERS, LLC 920.00%0.22%0.48%Q1 2018Q3 202311
Gladstone Institutional Advisory LLC 11110.06%0.08%0.12%Q1 2021Q3 202311
GREENLEAF TRUST 11110.00%0.01%0.01%Q1 2021Q3 202311
ROOSEVELT INVESTMENT GROUP LLC 11110.08%0.23%0.36%Q1 2020Q3 202211
Sargent Bickham Lagudis LLC 620.00%0.00%0.01%Q1 2016Q2 202011
Alpha Cubed Investments, LLC 1010.02%0.04%0.06%Q2 2017Q1 202311
Clark Capital Management Group, Inc. 610.00%0.87%4.33%Q2 2013Q2 202311
Wagner Wealth Management, LLC 610.00%0.03%0.05%Q4 2017Q4 202211
HARTFORD INVESTMENT MANAGEMENT CO 11110.14%0.24%0.50%Q3 2015Q1 201811
Tower View Wealth Management LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.03%0.06%0.11%Q1 2019Q3 202111
YorkBridge Wealth Partners, LLC 11110.00%0.00%0.01%Q4 2016Q2 201911
Moors & Cabot, Inc. 810.02%0.02%0.03%Q2 2019Q3 202311
LOWE BROCKENBROUGH & CO INC 11110.03%0.06%0.18%Q1 2021Q3 202311
Mariner Wealth Advisors-Cincinnati, LLC 740.02%0.03%0.04%Q4 2015Q3 201811
UNITED BANK 910.04%0.06%0.08%Q4 2017Q2 202010
Summit Financial, LLC 10100.03%0.04%0.05%Q2 2021Q3 202310
Horst & Graben Wealth Management LLC 10100.28%0.74%1.15%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.03%0.05%Q2 2018Q3 202010
Mutual Advisors, LLC 910.01%0.02%0.06%Q4 2019Q3 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.06%0.31%0.82%Q3 2015Q1 201910
Taylor Hoffman Wealth Management 910.02%0.03%0.03%Q4 2017Q2 202010
Madden Advisory Services, Inc. 710.03%0.04%0.04%Q2 2013Q1 201710
Modera Wealth Management, LLC 640.01%0.02%0.07%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.05%Q1 2021Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.02%0.06%0.33%Q3 2020Q4 202210
QUEST INVESTMENT MANAGEMENT LLC 10100.79%1.35%1.87%Q2 2013Q3 201510
CITY NATIONAL BANK 10100.10%0.12%0.16%Q2 2013Q3 201510
Accel Wealth Management 10100.00%0.01%0.01%Q4 2020Q1 202310
Bigelow Investment Advisors, LLC 10100.29%0.62%0.98%Q4 2017Q1 202010
Fiera Capital Corp 310.00%0.00%0.00%Q3 2016Q1 202210
EPG Wealth Management LLC 520.03%0.04%0.10%Q4 2019Q3 202310
Allegheny Financial Group LTD 10100.10%0.14%0.24%Q2 2021Q3 202310
LMCG INVESTMENTS, LLC 10100.02%0.07%0.12%Q2 2013Q3 201510
North Star Investment Management Corp. 10100.00%0.01%0.01%Q2 2021Q3 202310
Independence Bank of Kentucky 10100.02%0.03%0.04%Q2 2021Q3 202310
GHP Investment Advisors, Inc. 10100.01%0.01%0.02%Q2 2021Q3 202310
Certified Advisory Corp 910.16%0.35%0.50%Q2 2020Q1 202310
Sound View Wealth Advisors Group, LLC 10100.10%0.11%0.14%Q2 2021Q3 202310
Texas Yale Capital Corp. 640.02%0.02%0.03%Q2 2017Q4 201910
Joseph P. Lucia & Associates, LLC 420.01%0.02%0.02%Q3 2019Q2 202210
Midwest Professional Planners, LTD. 310.01%0.75%1.81%Q4 2017Q1 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
COMERICA SECURITIES,INC. 910.00%0.25%0.42%Q1 2019Q4 202210
AlphaCore Capital LLC 610.00%0.01%0.03%Q4 2019Q3 202310
FOSTER & MOTLEY INC 10100.02%0.03%0.04%Q2 2021Q3 202310
NatWest Group plc 10100.01%0.02%0.04%Q2 2013Q3 201510
Clearview Wealth Advisors LLC 10100.00%0.02%0.07%Q1 2021Q2 202310
GRIMES & COMPANY, INC. 10100.01%0.01%0.01%Q2 2021Q3 202310
PARK AVENUE SECURITIES LLC 810.01%0.02%0.03%Q1 2019Q3 202310
Arete Wealth Advisors, LLC 510.02%0.06%0.13%Q2 2016Q3 202310
First Capital Advisors Group, LLC. 640.00%0.11%0.20%Q3 2017Q2 202310
Stonebridge Capital Advisors LLC 640.00%0.00%0.01%Q1 2021Q3 202310
Permanens Capital L.P. 10100.01%0.02%0.04%Q1 2019Q2 202110
Chicago Wealth Management, Inc. 813.43%5.11%5.69%Q4 2019Q1 202310
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 720.01%0.08%0.11%Q4 2020Q3 20239
Insight Advisors, LLC/ PA 990.08%0.09%0.10%Q4 2020Q4 20229
American Money Management, LLC 990.07%0.09%0.12%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.15%0.37%0.45%Q3 2021Q3 20239
Dentgroup LLC 990.30%0.65%0.78%Q4 2021Q4 20239
WITTENBERG INVESTMENT MANAGEMENT, INC. 990.24%0.74%1.08%Q3 2021Q3 20239
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Joel Isaacson & Co., LLC 990.01%0.01%0.01%Q4 2014Q4 20169
Bison Wealth, LLC 810.00%0.03%0.04%Q4 2019Q2 20229
Phocas Financial Corp. 990.04%0.05%0.08%Q3 2020Q3 20229
Kavar Capital Partners, LLC 310.04%0.10%0.22%Q4 2013Q2 20199
JANICZEK WEALTH MANAGEMENT, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
SeaCrest Wealth Management, LLC 610.01%0.05%0.11%Q4 2017Q2 20229
Intellectus Partners, LLC 810.00%0.00%0.00%Q4 2016Q1 20199
Personal Capital Advisors Corp 990.00%0.00%0.00%Q4 2020Q4 20229
Pinnacle Summer Investments, Inc. 810.01%0.01%0.01%Q2 2013Q3 20159
WC Walker & Associates, Inc. 990.25%0.28%0.41%Q4 2020Q4 20229
JFS WEALTH ADVISORS, LLC 990.03%0.03%0.03%Q3 2021Q3 20239
Garde Capital, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
Paradigm Financial Partners, LLC 630.16%0.25%0.38%Q4 2018Q3 20239
Qube Research & Technologies Ltd 310.00%0.02%0.14%Q3 2020Q3 20239
HRT FINANCIAL LP 810.00%0.03%0.12%Q1 2021Q2 20239
Pallas Capital Advisors LLC 990.01%0.04%0.10%Q2 2021Q2 20239
Delta Investment Management, LLC 990.87%1.98%4.52%Q1 2021Q1 20239
BREMER TRUST NATIONAL ASSOCIATION 990.04%0.06%0.06%Q4 2016Q4 20189
VSR Financial Services, Inc. 990.05%0.14%0.23%Q2 2013Q2 20159
DERBY & COMPANY, INC 991.85%2.31%2.49%Q4 2017Q4 20199
Stonebridge Financial Planning Group, LLC 990.02%0.02%0.02%Q4 2019Q4 20219
Diversified Trust Co 990.01%0.01%0.02%Q4 2021Q4 20239
Badgley Phelps Wealth Managers, LLC 990.05%0.31%0.51%Q3 2021Q3 20239
REINHART PARTNERS, LLC. 210.03%0.37%1.72%Q4 2014Q4 20229
ACCURATE INVESTMENT SOLUTIONS, INC. 310.00%0.44%3.80%Q1 2016Q1 20209
CPWM, LLC 810.02%0.02%0.02%Q4 2019Q3 20229
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.02%Q2 2013Q2 20159
Jackson, Grant Investment Advisers, Inc. 990.04%0.04%0.04%Q4 2017Q4 20199
NORTHSTAR WEALTH PARTNERS LLC 990.10%0.15%0.19%Q4 2017Q4 20199
SteelBridge Private Wealth Advisors LLC 990.74%2.29%5.13%Q1 2016Q1 20189
Cypress Wealth Services, LLC 990.08%0.09%0.11%Q1 2019Q1 20219
Five Oceans Advisors 990.83%1.38%2.23%Q3 2021Q3 20239
GRAY FINANCIAL GROUP /GA /ADV /ADV 990.30%1.27%2.05%Q4 2014Q4 20169
Archer Investment Corp 990.02%0.02%0.02%Q3 2021Q3 20239
Stokes & Hubbell Capital Management, LLC 990.06%0.08%0.10%Q1 2017Q1 20199
GYL FINANCIAL SYNERGIES, LLC 530.03%0.26%0.66%Q2 2019Q3 20238
Brand Asset Management Group, Inc. 710.00%0.03%0.04%Q2 2018Q1 20218
Selective Wealth Management, Inc. 880.00%0.01%0.01%Q4 2020Q3 20228
KilterHowling LLC 880.20%0.24%0.26%Q4 2021Q3 20238
Robertson Stephens Wealth Management, LLC 880.02%0.09%0.17%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 880.04%0.05%0.06%Q4 2020Q3 20228
Apollon Wealth Management, LLC 880.02%0.02%0.04%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.01%0.01%Q4 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.01%0.02%Q2 2013Q1 20158
LATHROP INVESTMENT MANAGEMENT CORP 880.04%0.07%0.08%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Independent Portfolio Consultants, Inc. 880.09%0.11%0.14%Q1 2014Q4 20158
BAIRD ROBERT W & CO INC /WI/ 880.08%0.09%0.12%Q2 2013Q1 20158
INVESTMENT CENTERS OF AMERICA INC 710.03%0.05%0.06%Q1 2015Q3 20178
Hartford Financial Management Inc. 710.00%0.00%0.00%Q3 2017Q4 20198
SASCO CAPITAL INC / CT/ 620.01%0.35%2.05%Q1 2015Q1 20198
Horrell Capital Management, Inc. 880.00%0.07%0.09%Q2 2013Q1 20158
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.00%0.01%Q4 2021Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.58%0.86%1.14%Q4 2018Q3 20208
MERIDIAN INVESTMENT COUNSEL INC. 880.11%0.11%0.12%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.04%0.05%0.06%Q4 2021Q3 20238
BRADLEY FOSTER & SARGENT INC/CT 880.02%0.02%0.03%Q4 2021Q3 20238
Perkins Coie Trust Co 880.01%0.01%0.01%Q3 2014Q2 20168
BANK OF HAWAII 880.01%0.04%0.09%Q4 2021Q3 20238
SSI INVESTMENT MANAGEMENT LLC 880.04%0.09%0.14%Q1 2016Q4 20178
MATHER GROUP, LLC. 880.06%0.08%0.10%Q4 2021Q3 20238
PFS Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Stephens Consulting, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
ETFIDEA, LLC 883.63%3.80%4.03%Q4 2021Q3 20238
Triangle Securities Wealth Management 710.02%0.16%0.19%Q2 2013Q3 20188
NewSquare Capital LLC 410.00%0.00%0.00%Q2 2015Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.03%0.03%0.05%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
City State Bank 880.01%0.02%0.03%Q4 2021Q3 20238
Red Tortoise LLC 440.30%0.33%0.39%Q3 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Virtu KCG Holdings LLC 310.00%0.02%0.05%Q3 2013Q2 20178
Insight Inv LLC 880.05%0.05%0.06%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.11%0.13%0.16%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.22%0.33%0.42%Q4 2021Q3 20238
Eagle Strategies LLC 880.41%0.88%1.62%Q4 2021Q3 20238
NCM Capital Management, LLC 880.28%0.54%0.80%Q4 2021Q3 20238
Capital Investment Advisors, LLC 510.01%0.01%0.02%Q1 2021Q4 20238
Widmann Financial Services, Inc. 881.48%1.52%1.59%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.74%0.88%1.06%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.22%0.24%0.25%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.00%0.01%0.01%Q4 2021Q3 20238
Riverview Trust Co 880.03%0.20%0.30%Q4 2018Q3 20208
White Knight Strategic Wealth Advisors, LLC 880.33%0.47%0.52%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.46%0.68%1.02%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.06%0.10%0.13%Q4 2021Q3 20238
Dynamic Advisor Solutions LLC 610.01%0.02%0.03%Q3 2019Q3 20238
Washington Trust Advisors, Inc. 880.01%0.08%0.14%Q4 2021Q3 20238
Avior Wealth Management, LLC 620.00%0.00%0.00%Q1 2018Q4 20228
Paladin Advisory Group, LLC 880.03%0.03%0.05%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.16%0.20%0.22%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MARIPAU WEALTH MANAGEMENT LLC 880.21%0.40%0.61%Q4 2021Q3 20238
Holland Advisory Services, Inc. 880.47%1.09%2.36%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Activest Wealth Management 610.01%0.01%0.01%Q1 2021Q3 20238
Treynor Bancshares, Inc. 880.38%0.42%0.47%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.12%0.14%0.15%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Sowell Financial Services LLC 710.00%0.00%0.01%Q4 2016Q1 20218
Integrated Wealth Management 710.06%0.06%0.07%Q1 2015Q1 20178
Krilogy Financial LLC 710.00%0.01%0.01%Q1 2016Q3 20188
BerganKDV Wealth Management, LLC 530.00%0.01%0.01%Q2 2018Q2 20238
Rise Advisors, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Mechanics Financial Corp 880.01%0.02%0.02%Q4 2021Q3 20238
Catamount Wealth Management 880.00%0.00%0.01%Q4 2014Q3 20168
RTD Financial Advisors, Inc. 882.16%2.31%2.50%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.15%0.20%0.25%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 885.37%5.80%6.79%Q4 2019Q3 20218
Fusion Family Wealth LLC 620.00%0.00%0.01%Q4 2016Q1 20208
Watermark Asset Management, Inc. 880.01%0.01%0.01%Q1 2017Q4 20188
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Trilogy Capital Inc. 880.02%0.05%0.08%Q4 2021Q3 20238
CreativeOne Wealth, LLC 880.03%0.13%0.28%Q3 2021Q2 20238
ICA Group Wealth Management, LLC 770.11%0.12%0.13%Q1 2022Q3 20237
Trexquant Investment LP 310.01%0.02%0.05%Q1 2020Q3 20237
Camarda Financial Advisors, LLC 610.00%0.05%0.33%Q4 2013Q4 20157
Bensler, LLC 770.09%0.11%0.12%Q1 2022Q3 20237
SMITH, MOORE & CO. 770.05%0.06%0.06%Q2 2018Q4 20197
Partnervest Advisory Services LLC 520.00%0.08%0.17%Q2 2013Q2 20157
ParenteBeard Wealth Management, LLC 770.12%0.15%0.17%Q2 2013Q4 20147
First Western Trust Bank 770.05%0.12%0.27%Q1 2022Q3 20237
WESPAC Advisors, LLC 770.36%0.50%0.62%Q1 2017Q3 20187
Ferris Capital, LLC 510.03%0.06%0.24%Q2 2017Q2 20217
HAZLETT, BURT & WATSON, INC. 770.10%0.11%0.13%Q1 2022Q3 20237
Greenwich Wealth Management LLC 520.02%0.04%0.06%Q2 2014Q3 20167
RITHOLTZ WEALTH MANAGEMENT 610.09%2.20%5.12%Q4 2016Q3 20187
55I, LLC 770.02%0.03%0.04%Q1 2021Q3 20227
Cable Hill Partners, LLC 770.01%0.01%0.01%Q3 2017Q1 20197
WealthTrust Fairport, LLC 770.00%0.01%0.02%Q2 2013Q4 20147
Dana Investment Advisors, Inc. 770.02%0.05%0.07%Q4 2020Q2 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
Cassady Schiller Wealth Management, LLC 430.03%0.09%0.20%Q4 2021Q3 20237
Cordatus Wealth Management LLC 770.20%0.23%0.29%Q4 2018Q2 20207
Field & Main Bank 610.01%0.01%0.02%Q3 2020Q3 20237
Brown Advisory Securities, LLC 770.08%0.20%0.28%Q3 2017Q1 20197
LifePro Asset Management 770.07%0.12%0.17%Q3 2021Q1 20237
Livingston Group Asset Management CO (operating as Southport Capital Management) 510.00%0.06%0.11%Q2 2016Q1 20227
ASSOCIATED BANC-CORP 430.00%0.01%0.01%Q1 2020Q4 20217
GeoWealth Management, LLC 610.02%0.10%0.41%Q3 2019Q4 20217
Mach-1 Financial Group, LLC 430.00%0.00%0.02%Q4 2020Q3 20227
SOLARIS ASSET MANAGEMENT LLC 770.00%0.33%0.48%Q1 2016Q3 20177
FOUNDERS BANK & TRUST 770.02%0.03%0.05%Q2 2013Q4 20147
Pegasus Partners Ltd. 610.10%0.55%1.62%Q2 2015Q3 20237
Edge Advisors, LLC 770.04%0.04%0.05%Q4 2016Q2 20187
SAXON INTERESTS, INC. 770.28%1.21%2.77%Q4 2021Q2 20237
Cypress Capital Group 770.04%0.10%0.14%Q1 2022Q3 20237
Franklin, Parlapiano, Turner & Welch, LLC 770.01%0.01%0.02%Q3 2015Q1 20177
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Legacy Advisors, LLC 520.05%0.09%0.11%Q3 2017Q2 20197
Prime Capital Investment Advisors, LLC 610.01%0.08%0.13%Q4 2020Q2 20237
CRAMER ROSENTHAL MCGLYNN LLC 210.00%0.06%0.30%Q4 2013Q4 20227
Placemark Investments, Inc. 770.04%0.06%0.09%Q2 2013Q4 20147
Balentine LLC 770.01%0.01%0.01%Q2 2016Q4 20177
Financial Connections Group, Inc. 770.04%0.05%0.07%Q4 2021Q2 20237
TCG Advisors, LP 774.24%5.13%6.57%Q4 2018Q2 20207
Strategic Equity Management 432.86%4.25%5.28%Q2 2021Q1 20237
AIRE ADVISORS, LLC 770.05%0.10%0.14%Q1 2022Q3 20237
Atlantic Union Bankshares Corp 770.09%0.10%0.11%Q4 2015Q2 20177
TRANSCEND CAPITAL ADVISORS, LLC 770.09%0.10%0.10%Q1 2022Q3 20237
FORT PITT CAPITAL GROUP, LLC 610.01%0.01%0.01%Q4 2020Q4 20227
RHUMBLINE ADVISERS 310.00%0.00%0.00%Q2 2020Q4 20227
Bank OZK 430.10%0.12%0.15%Q4 2016Q2 20237
Rockbridge Investment Management, LCC 770.12%0.13%0.14%Q2 2020Q4 20217
West Branch Capital LLC 770.01%0.02%0.02%Q2 2021Q4 20227
Clear Perspective Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
Argent Trust Co 770.02%0.02%0.02%Q1 2021Q3 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.07%0.13%0.17%Q2 2013Q4 20147
VANCE WEALTH, INC. 771.50%1.92%2.23%Q1 2022Q3 20237
ZACKS INVESTMENT MANAGEMENT 430.00%0.00%0.01%Q2 2021Q1 20237
Tyler-Stone Wealth Management 520.03%0.08%0.17%Q4 2021Q3 20237
Regent Investment Management LLC 610.16%0.56%1.11%Q2 2013Q1 20167
Peloton Wealth Strategists 430.60%0.81%1.05%Q1 2019Q3 20217
Ascent Group, LLC 770.14%0.22%0.34%Q1 2022Q3 20237
WISCONSIN CAPITAL MANAGEMENT LLC 770.15%0.15%0.16%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
QCI ASSET MANAGEMENT INC/NY 610.00%0.00%0.00%Q4 2015Q3 20187
Leeward Investments, LLC - MA 770.01%0.18%0.38%Q1 2022Q3 20237
Magnus Financial Group LLC 770.04%0.04%0.04%Q1 2022Q3 20237
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 520.02%0.02%0.02%Q3 2016Q2 20187
Kore Private Wealth LLC 770.01%0.10%0.13%Q4 2018Q2 20207
PRW Wealth Management LLC 510.14%0.20%0.27%Q3 2021Q3 20237
CABANA LLC 410.00%1.16%4.38%Q1 2018Q2 20217
Charter Oak Capital Management, LLC 770.02%0.02%0.02%Q4 2020Q2 20227
Summit X, LLC 610.01%0.18%0.25%Q2 2017Q3 20207
Atria Wealth Solutions, Inc. 770.04%0.06%0.06%Q1 2022Q3 20237
Financial Guidance Group, Inc. 770.97%1.04%1.20%Q1 2022Q3 20237
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
Essex Private Wealth Management, LLC 770.69%0.89%0.96%Q1 2022Q3 20237
Compagnie Lombard Odier SCmA 610.00%0.00%0.01%Q4 2017Q4 20207
Horizons Wealth Management 770.02%0.03%0.04%Q2 2022Q4 20237
Auxano Advisors, LLC 510.09%0.25%0.30%Q1 2022Q3 20236
Carl P. Sherr & Co., LLC 660.25%0.30%0.34%Q2 2021Q3 20226
American Family Insurance Mutual Holding Co 660.77%1.16%2.38%Q1 2021Q2 20226
Peak Financial Management, Inc. 420.08%0.08%0.09%Q1 2022Q3 20236
Running Point Capital Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
SCHNEIDER CAPITAL MANAGEMENT CORP 510.03%0.04%0.06%Q2 2013Q1 20176
GSB Wealth Management, LLC 210.07%0.07%0.08%Q1 2021Q2 20236
Ariel Investments 110.00%0.01%0.02%Q4 2015Q2 20236
Altus Wealth Group LLC 420.02%0.27%0.48%Q4 2020Q3 20236
Paracle Advisors, LLC 660.13%0.26%0.31%Q4 2018Q1 20206
Intrepid Financial Planning Group LLC 660.71%0.77%0.83%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.14%0.15%0.17%Q4 2020Q1 20226
BALDWIN BROTHERS LLC/MA 660.01%0.01%0.01%Q3 2016Q4 20176
Integer Wealth Advisors Group LLC 660.24%0.28%0.34%Q4 2019Q1 20216
Virginia National Bank 660.32%0.60%0.74%Q1 2022Q2 20236
Golden State Equity Partners 660.37%0.48%0.62%Q4 2020Q1 20226
Sovereign Financial Group, Inc. 660.08%0.16%0.27%Q3 2021Q4 20226
Freedman Financial Associates, Inc. 661.76%1.92%2.09%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Karp Capital Management Corp 510.00%0.64%0.82%Q4 2014Q4 20186
Biltmore Capital Advisors LLC 660.05%0.08%0.10%Q3 2020Q4 20216
Tradewinds Capital Management, LLC 410.00%0.01%0.02%Q2 2015Q3 20236
Knott David M Jr 660.01%0.01%0.01%Q2 2022Q3 20236
HWG Holdings LP 220.00%0.20%0.90%Q1 2021Q4 20226
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.01%0.01%Q2 2022Q3 20236
Evergreen Wealth Solutions, LLC 660.22%0.43%0.84%Q2 2022Q3 20236
MA Private Wealth 660.09%0.29%0.56%Q4 2018Q1 20206
Kernodle & Katon Asset Management Group, LLC 660.06%0.15%0.22%Q4 2015Q1 20176
Strategic Wealth Partners, Ltd. 660.01%0.01%0.01%Q4 2017Q1 20196
KMS FINANCIAL SERVICES, INC 660.17%0.20%0.23%Q2 2013Q3 20146
My Legacy Advisors, LLC 660.24%0.26%0.29%Q2 2022Q3 20236
Beaird Harris Wealth Management, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Affiance Financial, LLC 330.00%0.00%0.01%Q1 2020Q4 20226
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Investment Advisory Group, LLC 660.19%0.22%0.26%Q4 2021Q1 20236
Worth Asset Management, LLC 660.01%0.01%0.02%Q1 2022Q2 20236
Annex Advisory Services, LLC 660.07%0.07%0.08%Q4 2013Q1 20156
Ritter Daniher Financial Advisory LLC / DE 660.09%0.13%0.25%Q2 2022Q3 20236
Kovack Advisors, Inc. 660.64%1.06%1.34%Q2 2014Q3 20156
Coston, McIsaac & Partners 660.07%0.08%0.11%Q2 2022Q3 20236
TIEDEMANN ADVISORS, LLC 510.01%0.03%0.03%Q1 2019Q1 20226
Sterneck Capital Management, LLC 420.15%0.22%0.29%Q1 2015Q3 20186
GERMAN AMERICAN BANCORP, INC. 660.48%0.66%0.71%Q2 2022Q3 20236
FundX Investment Group, LLC 310.12%5.10%14.12%Q2 2013Q1 20176
COMMUNITY BANK SYSTEM, INC. 660.42%0.46%0.50%Q2 2013Q3 20146
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q1 2015Q1 20236
FIRST HAWAIIAN BANK 310.00%0.00%0.01%Q2 2013Q1 20226
Liberty Capital Management, Inc. 660.04%0.06%0.08%Q3 2016Q4 20176
Legacy Financial Advisors, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
Maryland Capital Management 660.05%0.09%0.12%Q2 2013Q3 20146
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.05%0.05%0.06%Q1 2022Q3 20236
Arden Trust Co 410.03%0.13%0.25%Q2 2019Q4 20216
FOSTER DYKEMA CABOT & CO INC/MA 660.07%0.07%0.08%Q2 2014Q3 20156
COUNTRY CLUB BANK /GFN 660.08%0.10%0.11%Q2 2022Q3 20236
GUGGENHEIM CAPITAL LLC 310.00%0.01%0.03%Q2 2013Q3 20206
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
Realta Investment Advisors 420.00%0.01%0.07%Q1 2019Q4 20226
SEI TRUST CO 660.00%0.01%0.01%Q2 2013Q3 20146
FIRST INTERSTATE BANK 660.00%0.00%0.01%Q3 2015Q4 20166
UBS AG 660.06%0.07%0.08%Q2 2013Q3 20146
SHUFRO ROSE & CO LLC 410.01%0.02%0.03%Q3 2019Q3 20236
Pinion Investment Advisors, LLC 660.19%0.23%0.29%Q2 2022Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.06%0.07%0.07%Q4 2017Q1 20196
Truvestments Capital LLC 310.00%0.00%0.01%Q3 2018Q2 20206
STEWARD CAPITAL MANAGEMENT/ 662.00%3.99%4.92%Q2 2013Q3 20146
COLDSTREAM CAPITAL MANAGEMENT INC 660.02%0.02%0.03%Q4 2017Q1 20196
VOYA INVESTMENT MANAGEMENT LLC 510.00%0.01%0.02%Q2 2014Q1 20166
KEELEY ASSET MANAGEMENT CORP 210.01%0.01%0.01%Q2 2013Q4 20156
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.04%0.07%Q3 2020Q3 20236
Wealthfront Advisers LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.00%0.01%0.02%Q2 2020Q3 20216
Bridgewater Advisors Inc. 550.05%0.07%0.09%Q2 2021Q2 20225
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 550.01%0.01%0.01%Q4 2014Q4 20155
WELCH & FORBES LLC 410.00%0.00%0.01%Q2 2020Q4 20215
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
VAUGHAN DAVID INVESTMENTS LLC/IL 410.01%0.02%0.02%Q3 2015Q3 20185
EVERMAY WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MARCO INVESTMENT MANAGEMENT LLC 550.03%0.04%0.04%Q1 2014Q1 20155
CSS LLC/IL 550.01%0.01%0.02%Q4 2013Q4 20145
MONETARY MANAGEMENT GROUP INC 550.15%0.16%0.16%Q3 2022Q3 20235
MASON STREET ADVISORS, LLC 550.05%0.08%0.10%Q4 2013Q4 20145
Cadence Bank 550.07%0.07%0.08%Q3 2022Q3 20235
Hills Bank & Trust Co 550.02%0.03%0.04%Q2 2022Q2 20235
Ironwood Investment Counsel, LLC 410.04%0.05%0.05%Q4 2021Q3 20235
Stanford Investment Group, Inc. 550.01%0.01%0.01%Q4 2014Q4 20155
Wilmington Trust Investment Management, LLC 550.11%0.15%0.21%Q2 2013Q2 20145
NORTHWEST INVESTMENT COUNSELORS, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
OLD MISSION CAPITAL LLC 210.01%0.11%0.27%Q1 2021Q4 20225
Cobble Hill Financial Services, INC 550.07%0.98%4.54%Q3 2013Q3 20145
Northwest Bancshares, Inc. 550.04%0.05%0.05%Q1 2021Q1 20225
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 410.01%0.02%0.04%Q4 2019Q4 20215
USCA RIA LLC 550.82%1.22%1.84%Q4 2014Q4 20155
Virtu Financial LLC 210.02%0.05%0.08%Q3 2013Q4 20185
Wilmington Trust, National Association 550.61%0.67%0.74%Q2 2013Q2 20145
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.02%0.08%0.10%Q2 2013Q2 20145
Clarkston Capital Partners, LLC 410.00%0.00%0.00%Q4 2019Q1 20225
Colonial Trust Advisors 550.01%0.01%0.01%Q3 2022Q3 20235
Main Management LLC 551.56%1.66%1.71%Q4 2018Q4 20195
Merit Financial Group, LLC 410.01%0.01%0.02%Q1 2022Q3 20235
Koshinski Asset Management, Inc. 310.00%0.02%0.05%Q1 2019Q1 20225
Gupta Wealth Management LLC 550.01%0.01%0.01%Q1 2015Q1 20165
Harfst & Associates, Inc. 320.01%0.01%0.02%Q2 2015Q2 20175
Pensionmark Financial Group, LLC 210.04%0.08%0.12%Q4 2018Q1 20235
Regal Wealth Group, Inc. 550.28%1.68%3.78%Q2 2021Q2 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.10%0.11%0.12%Q3 2015Q3 20165
Hefty Wealth Partners 550.44%1.25%3.14%Q4 2015Q4 20165
Crescent Capital Consulting, LLC 550.49%0.65%0.88%Q4 2020Q4 20215
Arthur Zaske & Associates, LLC 550.51%0.68%0.98%Q3 2016Q3 20175
Independent Advisor Alliance 410.01%0.03%0.08%Q4 2019Q3 20235
Main Management ETF Advisors, LLC 555.05%5.28%5.47%Q4 2018Q4 20195
EverSource Wealth Advisors, LLC 550.00%0.03%0.04%Q3 2022Q3 20235
MGO ONE SEVEN LLC 210.02%0.02%0.03%Q4 2017Q4 20215
Versant Capital Management, Inc 550.00%0.02%0.05%Q4 2022Q4 20235
Altium Wealth Management LLC 550.02%0.02%0.02%Q1 2021Q1 20225
Landmark Bank 550.06%0.15%0.19%Q4 2018Q4 20195
Beacon Pointe Wealth Advisors, LLC 550.08%0.10%0.13%Q4 2018Q4 20195
Costello Asset Management, INC 550.00%0.00%0.01%Q2 2020Q2 20215
Hoover Financial Advisors, Inc. 550.00%0.01%0.03%Q2 2020Q2 20215
Cedar Brook Financial Partners, LLC 550.15%0.19%0.24%Q4 2018Q4 20195
Human Investing LLC 410.00%0.00%0.01%Q4 2018Q3 20205
Western Wealth Management, LLC 410.02%0.02%0.03%Q2 2021Q3 20225
Lake Point Wealth Management 320.00%0.01%0.02%Q4 2018Q1 20205
VERUS CAPITAL PARTNERS, LLC 320.00%0.06%0.19%Q4 2019Q3 20225
PFG Private Wealth Management, LLC 550.00%0.01%0.01%Q2 2022Q2 20235
JSF Financial, LLC 550.34%0.55%1.32%Q2 2022Q2 20235
SVB Investment Services Inc. 550.04%0.07%0.15%Q4 2019Q4 20205
Royal Fund Management, LLC 210.00%0.00%0.01%Q4 2016Q1 20195
Hexagon Capital Partners LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Prosperity Planning, Inc. 550.28%0.31%0.35%Q3 2022Q3 20235
Addison Advisors LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Continuum Advisory, LLC 320.04%0.05%0.06%Q1 2022Q3 20235
Coppell Advisory Solutions LLC 410.01%0.44%1.61%Q4 2020Q3 20235
SOA Wealth Advisors, LLC. 410.01%0.03%0.04%Q1 2021Q3 20235
Capital Group Private Client Services, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
NFJ INVESTMENT GROUP, LLC 310.00%0.00%0.01%Q4 2021Q3 20235
DB Fitzpatrick & Co, Inc 320.01%0.01%0.01%Q4 2021Q3 20235
Snowden Capital Advisors LLC 310.00%0.01%0.02%Q2 2019Q4 20225
OLIVER LAGORE VANVALIN INVESTMENT GROUP 320.00%0.11%0.40%Q1 2022Q3 20235
KENFARB & CO. 550.01%0.01%0.01%Q3 2022Q3 20235
Intergy Private Wealth, LLC 550.28%0.37%0.51%Q3 2022Q3 20235
SBK Financial, Inc. 551.80%2.32%2.59%Q4 2021Q4 20225
Simplicity Wealth,LLC 550.33%3.26%4.22%Q3 2022Q3 20235
LOWERY THOMAS, LLC 551.56%1.77%2.06%Q4 2021Q4 20225
WILLNER & HELLER, LLC 550.68%0.82%0.92%Q4 2021Q4 20225
W ADVISORS, LLC 310.18%0.30%0.47%Q4 2021Q3 20235
GRAND WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
James J. Burns & Company, LLC 551.36%1.52%1.74%Q3 2022Q3 20235
Colonial Trust Co / SC 550.17%0.19%0.20%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.40%0.44%0.50%Q4 2022Q4 20235
ROMANO BROTHERS AND COMPANY 550.08%0.10%0.10%Q3 2022Q3 20235
FIRST HORIZON CORP 410.00%0.06%0.24%Q2 2013Q2 20215
BANK OF THE WEST 550.03%0.03%0.03%Q2 2017Q2 20185
LEGG MASON, INC. 550.74%9.85%13.22%Q3 2016Q3 20175
FIRST MERCHANTS CORP 410.01%0.06%0.22%Q1 2015Q1 20225
First Bancorp, Inc /ME/ 550.26%0.27%0.27%Q3 2022Q3 20235
WILMINGTON TRUST CO 550.48%0.56%0.67%Q2 2013Q2 20145
1832 Asset Management L.P. 410.00%0.00%0.00%Q1 2022Q3 20235
Cascade Investment Advisors, Inc. 440.07%0.07%0.09%Q4 2019Q3 20204
Better Money Decisions, LLC 310.01%0.02%0.02%Q1 2021Q2 20224
REBALANCE, LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Leisure Capital Management 210.16%0.27%0.51%Q4 2019Q4 20224
ADE, LLC 440.51%0.52%0.54%Q4 2022Q3 20234
PGIM Custom Harvest LLC 440.02%0.02%0.03%Q4 2022Q3 20234
McGinn Penninger Investment Management, Inc. 440.16%0.18%0.23%Q4 2020Q3 20214
COWA, LLC 210.00%0.04%0.08%Q4 2020Q1 20234
Independence Advisors, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
Hilltop Holdings Inc. 310.05%0.94%1.92%Q1 2017Q3 20214
Sterling Financial Planning, Inc. 440.03%0.03%0.03%Q4 2020Q3 20214
First PREMIER Bank 440.01%0.01%0.01%Q2 2022Q1 20234
Moss Adams Wealth Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Armbruster Capital Management, Inc. 440.00%0.00%0.01%Q1 2017Q4 20174
Integrated Investment Consultants, LLC 440.02%0.02%0.02%Q1 2016Q4 20164
FULLER & THALER ASSET MANAGEMENT, INC. 440.00%0.00%0.01%Q4 2022Q3 20234
Kalos Management, Inc. 310.01%0.02%0.05%Q4 2015Q2 20234
One Day In July LLC 440.07%0.09%0.11%Q4 2022Q3 20234
Bristlecone Advisors, LLC 210.01%0.02%0.04%Q3 2017Q2 20234
Timber Hill LLC 440.00%0.01%0.01%Q2 2013Q1 20144
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.02%0.03%0.04%Q3 2017Q2 20184
Dorsey Wright & Associates 220.12%0.27%0.44%Q2 2014Q1 20174
TCF National Bank 440.03%0.04%0.04%Q3 2019Q2 20204
Quad-Cities Investment Group, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Virtue Capital Management, LLC 220.00%0.22%0.50%Q4 2017Q4 20224
West Oak Capital, LLC 440.01%0.01%0.01%Q2 2013Q1 20144
Lee Financial Co 440.00%0.00%0.00%Q3 2021Q2 20224
Golden State Wealth Management, LLC 310.01%0.02%0.02%Q1 2019Q1 20204
Old North State Trust, LLC 310.01%0.01%0.02%Q4 2021Q1 20234
JFB Holdings Corp 440.01%0.01%0.01%Q4 2014Q3 20154
Wealth Alliance 310.04%0.13%0.25%Q1 2020Q4 20224
COMERICA SECURITIES INC 440.02%0.03%0.03%Q1 2018Q4 20184
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.02%0.04%0.07%Q1 2019Q4 20194
MidWestOne Financial Group, Inc. 440.06%0.06%0.07%Q4 2022Q3 20234
MACQUARIE GROUP LTD 440.00%0.00%0.00%Q4 2014Q3 20154
BUILDER INVESTMENT GROUP INC /ADV 440.11%0.13%0.14%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Verition Fund Management LLC 110.01%0.05%0.08%Q3 2013Q3 20204
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 210.02%0.02%0.02%Q2 2020Q4 20224
Pacifica Partners Inc. 440.01%0.01%0.01%Q1 2023Q4 20234
CALDWELL SUTTER CAPITAL, INC. 440.00%0.00%0.01%Q4 2022Q3 20234
B. Riley Financial, Inc. 440.12%0.13%0.13%Q3 2017Q2 20184
WINTRUST INVESTMENTS LLC 440.15%0.16%0.18%Q4 2022Q3 20234
Argentus Capital Management, LLC 310.00%0.00%0.01%Q3 2015Q3 20164
TD Capital Management LLC 310.00%0.01%0.02%Q2 2016Q4 20194
Leelyn Smith, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
RIVERSVILLE CAPITAL, INC. 442.90%6.05%14.46%Q2 2013Q1 20144
ARGI Investment Services, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
New Republic Capital, LLC 440.07%0.65%2.38%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 440.92%1.86%2.54%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 441.22%1.31%1.37%Q4 2022Q3 20234
Apella Capital, LLC 310.02%0.02%0.03%Q4 2022Q4 20234
BANK OF NOVA SCOTIA 440.00%0.03%0.04%Q4 2021Q3 20224
Financial Alternatives, Inc 440.35%0.40%0.43%Q4 2022Q3 20234
Park Place Capital Corp 440.35%0.36%0.37%Q4 2022Q3 20234
STAR Financial Bank 441.89%1.93%1.96%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.11%0.12%0.16%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 440.24%0.26%0.28%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 440.51%2.36%4.22%Q4 2022Q3 20234
First Citizens Asset Management, Inc. 442.33%4.80%10.38%Q4 2022Q3 20234
Heritage Trust Co 440.01%0.01%0.01%Q1 2017Q4 20174
OLD SECOND NATIONAL BANK OF AURORA 440.00%0.00%0.00%Q4 2014Q3 20154
ADVISORY RESEARCH INC 310.00%0.00%0.01%Q3 2013Q2 20154
REGIMEN WEALTH, LLC 440.22%0.26%0.36%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 443.78%3.89%4.04%Q4 2022Q3 20234
VitalStone Financial, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Fidelis Capital Partners, LLC 440.14%0.23%0.45%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.04%0.05%0.05%Q4 2017Q3 20184
Noven Financial Group, Inc. 211.90%5.97%10.17%Q4 2015Q1 20204
Family Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Jackson Wealth Management, LLC 220.49%1.33%2.27%Q4 2014Q1 20174
JDM Financial Group LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.03%0.11%Q4 2022Q3 20234
Hilton Capital Management, LLC 440.04%0.04%0.04%Q1 2017Q4 20174
MID CONTINENT CAPITAL LLC/IL 440.01%0.01%0.01%Q4 2014Q3 20154
Red Door Wealth Management, LLC 210.06%0.07%0.08%Q1 2020Q4 20214
Callan Family Office, LLC 440.21%0.28%0.33%Q4 2022Q3 20234
KANAWHA CAPITAL MANAGEMENT LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.18%0.19%0.21%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Warwick Investment Management, Inc. 440.31%0.34%0.36%Q4 2022Q3 20234
WESTWOOD HOLDINGS GROUP INC 210.00%0.00%0.01%Q3 2019Q4 20224
Aprio Wealth Management, LLC 440.41%1.20%2.01%Q2 2021Q1 20224
Windsor Capital Management, LLC 310.00%0.00%0.00%Q2 2013Q3 20154
Samalin Investment Counsel, LLC 310.03%0.15%0.22%Q4 2019Q1 20214
PIERSHALE FINANCIAL GROUP, INC. 313.02%5.29%8.76%Q2 2016Q2 20174
Horizon Investments, LLC 440.03%0.03%0.05%Q3 2013Q2 20144
Faithward Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Windsor Advisory Group, LLC 440.07%0.13%0.31%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.03%0.06%Q4 2022Q3 20234
First Ascent Asset Management, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
Forum Financial Management, LP 440.01%0.01%0.01%Q4 2022Q3 20234
Forum Private Client Group LLC 310.13%0.14%0.15%Q2 2022Q2 20234
NewFocus Financial Group, LLC 440.12%0.12%0.13%Q1 2020Q4 20204
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.01%Q1 2018Q4 20214
NICOLET BANKSHARES INC 440.08%0.09%0.09%Q4 2017Q3 20184
Charles Carroll Financial Partners, LLC 441.37%1.72%1.96%Q4 2021Q3 20224
RGT Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Fifth Third Wealth Advisors LLC 440.13%0.54%1.60%Q1 2023Q4 20234
Riverpoint Wealth Management Holdings, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Riggs Asset Managment Co. Inc. 310.00%0.09%0.36%Q4 2019Q4 20214
Jefferies Group LLC 210.00%0.00%0.01%Q2 2013Q4 20174
Truadvice, LLC 440.08%0.14%0.29%Q3 2020Q2 20214
Caprock Group, LLC 440.04%0.04%0.04%Q3 2020Q2 20214
Strategic Capital Alternatives LLC 310.00%0.01%0.01%Q3 2014Q3 20154
CX Institutional 210.00%0.02%0.03%Q2 2020Q3 20223
Centerpoint Advisors, LLC 210.00%0.01%0.01%Q4 2017Q4 20223
Acorn Wealth Advisors, LLC 330.01%0.02%0.02%Q4 2017Q2 20183
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.01%Q2 2021Q4 20223
Strategic Family Wealth Counselors, L.L.C. 330.39%0.40%0.40%Q1 2023Q3 20233
Fiduciary Planning LLC 330.01%0.01%0.02%Q3 2020Q1 20213
EVOKE WEALTH, LLC 210.00%0.01%0.02%Q2 2022Q3 20233
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q3 2021Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Perennial Investment Advisors, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q3 2015Q4 20153
Avestar Capital, LLC 330.08%0.09%0.09%Q3 2022Q1 20233
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.03%0.04%0.06%Q1 2022Q3 20223
WP Advisors, LLC 210.02%0.02%0.03%Q2 2018Q1 20193
Wealth Quarterback LLC 210.00%0.02%0.06%Q4 2019Q3 20213
HCR Wealth Advisors 210.00%0.00%0.00%Q4 2019Q4 20203
Procyon Advisors, LLC 330.02%0.02%0.02%Q4 2019Q2 20203
GREENWOOD GEARHART INC 330.04%0.06%0.08%Q4 2020Q2 20213
Horizon Wealth Management, LLC 330.17%0.18%0.20%Q4 2021Q2 20223
Simmons Bank 330.02%0.03%0.03%Q1 2023Q3 20233
Sheaff Brock Investment Advisors, LLC 330.03%0.03%0.04%Q4 2016Q2 20173
RPG Investment Advisory, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Laurel Wealth Advisors, Inc. 210.02%0.20%0.30%Q1 2021Q4 20213
Johanson Financial Advisors, Inc. 330.11%0.12%0.12%Q2 2019Q4 20193
GoalVest Advisory LLC 110.00%0.00%0.00%Q2 2021Q3 20223
Galvin, Gaustad & Stein, LLC 330.02%0.03%0.03%Q2 2022Q4 20223
Flagship Private Wealth, LLC 330.01%0.01%0.02%Q4 2020Q2 20213
Gratus Capital, LLC 210.03%0.03%0.03%Q4 2017Q3 20183
Hayden Royal, LLC 210.12%0.16%0.25%Q1 2021Q4 20213
Novak Financial Planning, LLC 330.13%0.13%0.14%Q4 2020Q2 20213
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Hedeker Wealth, LLC 110.01%0.08%0.12%Q4 2014Q4 20153
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.02%0.04%Q1 2023Q3 20233
Sunbelt Securities, Inc. 210.00%0.03%0.08%Q4 2016Q2 20233
ROVIN CAPITAL /UT/ /ADV 331.32%1.51%1.70%Q1 2021Q3 20213
Dakota Wealth Management 210.03%0.07%0.10%Q1 2018Q4 20193
FormulaFolio Investments, LLC 210.03%0.03%0.03%Q3 2016Q4 20203
Prentice Wealth Management LLC 330.04%0.04%0.05%Q1 2021Q3 20213
KB FINANCIAL PARTNERS, LLC 210.02%0.03%0.03%Q1 2021Q4 20213
FolioMetrix LLC 330.36%0.98%2.16%Q4 2014Q2 20153
Level Financial Advisors 210.00%0.01%0.01%Q4 2021Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.01%Q3 2022Q3 20233
Ameritas Investment Partners, Inc. 210.00%0.00%0.01%Q4 2014Q2 20193
THEORY FINANCIAL LLC 330.15%0.15%0.16%Q1 2023Q3 20233
Covenant Multifamily Offices, LLC 210.00%0.00%0.01%Q1 2015Q1 20193
Carmel Capital Partners, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Hamilton Point Investment Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Amplius Wealth Advisors, LLC 210.01%0.06%0.08%Q4 2021Q1 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Cordasco Financial Network 330.01%0.01%0.01%Q3 2014Q1 20153
American Trust 210.02%0.02%0.02%Q4 2021Q2 20233
Aveo Capital Partners, LLC 210.03%0.16%0.42%Q4 2016Q3 20233
Lowe Wealth Advisors, LLC 210.00%0.01%0.02%Q3 2015Q1 20193
Pinnacle Private Wealth, LLC 330.09%0.10%0.12%Q4 2021Q2 20223
Alexandria Capital, LLC 210.00%0.01%0.01%Q2 2013Q3 20173
Lenox Wealth Advisors, LLC 110.00%0.01%0.02%Q3 2018Q1 20223
WEST MICHIGAN ADVISORS, LLC 210.08%0.18%0.23%Q4 2021Q2 20233
Jolley Asset Management, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Merriman Wealth Management, LLC 332.45%4.15%5.38%Q2 2013Q4 20133
Capital Wealth Planning, LLC 330.02%0.02%0.02%Q2 2019Q4 20193
SageView Advisory Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 210.04%0.06%0.08%Q1 2021Q4 20213
WealthPlan Investment Management, LLC 210.02%0.03%0.04%Q1 2022Q4 20223
Ruedi Wealth Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.17%0.19%0.20%Q1 2023Q3 20233
Strategic Income Management, LLC 332.22%2.24%2.27%Q4 2014Q2 20153
TOMPKINS FINANCIAL CORP 330.00%0.00%0.00%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.19%0.22%0.26%Q4 2022Q3 20233
LGT Financial Advisors LLC 211.31%1.40%1.49%Q4 2022Q3 20233
TFB Advisors LLC 330.27%0.38%0.60%Q4 2022Q2 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.03%0.04%0.07%Q4 2022Q2 20233
Ruggaard & Associates LLC 330.18%0.21%0.25%Q1 2023Q3 20233
PFG Investments, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Noble Family Wealth, LLC 330.84%0.87%0.91%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WFA Asset Management Corp 330.01%0.01%0.01%Q1 2023Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.24%0.58%0.80%Q4 2021Q2 20223
Sigma Investment Management Co 2117.25%17.77%18.57%Q2 2013Q2 20143
CAPITAL GUARDIAN TRUST CO 210.00%0.00%0.00%Q4 2016Q3 20173
Financial Advantage, Inc. 210.01%0.03%0.03%Q4 2018Q3 20193
DRW Securities, LLC 210.35%0.57%0.71%Q2 2013Q1 20143
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.00%0.18%0.27%Q3 2017Q1 20183
EXCHANGE TRADED CONCEPTS, LLC 331.14%1.28%1.43%Q4 2020Q2 20213
Reynders McVeigh Capital Management, LLC 330.04%0.06%0.08%Q4 2019Q2 20203
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.16%0.16%0.16%Q2 2019Q4 20193
WILLIAMS JONES & ASSOCIATES LLC 330.01%0.01%0.01%Q4 2018Q2 20193
PALLADIUM PARTNERS LLC 210.00%0.01%0.01%Q2 2013Q1 20143
GFS Advisors, LLC 210.01%0.11%0.27%Q1 2016Q1 20173
Apriem Advisors 210.02%0.02%0.03%Q4 2016Q2 20183
Marquette Asset Management, LLC 330.10%0.10%0.11%Q2 2013Q4 20133
L & S Advisors Inc 210.04%0.06%0.09%Q4 2018Q4 20193
First Washington CORP 330.14%0.21%0.24%Q2 2013Q4 20133
Madison Scottsdale, LC 330.43%0.44%0.45%Q2 2013Q4 20133
Keel Point, LLC 210.06%0.09%0.10%Q3 2022Q3 20233
Ionic Capital Management LLC 220.01%0.21%0.40%Q3 2015Q4 20153
Financial Gravity Companies, Inc. 210.01%0.02%0.03%Q4 2017Q4 20183
BECKER CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q1 2023Q3 20233
Advisors Capital Management, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Edgemoor Investment Advisors, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
WHITENER CAPITAL MANAGEMENT, INC. 210.02%0.03%0.03%Q4 2017Q3 20183
ProVise Management Group, LLC 330.05%0.16%0.35%Q1 2016Q3 20163
Fisher Asset Management, LLC 210.00%0.00%0.00%Q1 2021Q4 20213
GW CAPITAL INC 210.01%0.04%0.08%Q4 2014Q4 20153
WEST CHESTER CAPITAL ADVISORS, INC 330.22%0.23%0.25%Q2 2013Q4 20133
Personal Wealth Partners 330.02%0.02%0.02%Q2 2019Q4 20193
LITTLE HOUSE CAPITAL LLC 330.13%2.61%3.89%Q2 2022Q4 20223
Frisch Financial Group, Inc. 330.19%0.19%0.20%Q4 2018Q2 20193
Mount Yale Investment Advisors, LLC 330.01%0.02%0.03%Q1 2018Q3 20183
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Y-Intercept (Hong Kong) Ltd 110.06%0.08%0.11%Q1 2022Q3 20233
Braver Wealth Management, LLC 110.74%0.97%1.20%Q3 2015Q1 20162
Quent Capital, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.02%0.04%Q4 2018Q1 20232
Auour Investments LLC 221.28%1.29%1.30%Q2 2023Q3 20232
Weatherstone Capital Management 220.55%0.59%0.62%Q2 2013Q3 20132
Steward Financial Group LLC 110.00%0.01%0.01%Q2 2022Q3 20232
ADIRONDACK TRUST CO 110.00%0.00%0.01%Q1 2017Q1 20232
Fiduciary Alliance LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Wechter Feldman Wealth Management, Inc. 225.83%6.12%6.42%Q4 2016Q1 20172
VAUGHAN & Co SECURITIES, INC. 220.05%0.05%0.05%Q4 2019Q1 20202
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Legacy Private Trust Co. 220.07%0.07%0.07%Q4 2013Q1 20142
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
RMR Wealth Builders 220.00%0.01%0.01%Q4 2020Q1 20212
Allianz Asset Management GmbH 110.00%0.00%0.00%Q2 2016Q4 20162
Mine & Arao Wealth Creation & Management, LLC. 220.01%0.01%0.01%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.03%0.04%Q4 2021Q1 20222
FIRST NATIONAL CORP /MA/ /ADV 220.07%0.07%0.07%Q4 2018Q1 20192
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 110.04%0.08%0.12%Q2 2022Q4 20222
J. W. Coons Advisors, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Kingdom Financial Group LLC. 223.36%3.45%3.53%Q2 2023Q3 20232
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Your Advocates Ltd., LLP 220.00%0.00%0.00%Q1 2020Q2 20202
McNaughton Wealth Management, LLC 220.24%0.34%0.42%Q4 2019Q1 20202
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FIRST BUSINESS FINANCIAL SERVICES, INC. 220.02%0.02%0.02%Q4 2021Q1 20222
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High Falls Advisors, Inc 110.01%0.01%0.01%Q4 2015Q2 20162
Bremer Bank National Association 220.04%0.04%0.05%Q1 2019Q2 20192
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Madison Asset Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
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Investmark Advisory Group LLC 110.14%0.48%0.82%Q4 2021Q4 20222
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VANGUARD GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
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Alera Investment Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
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Epstein & White Financial LLC 220.20%0.78%1.36%Q4 2017Q1 20182
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Cavalier Investments, LLC 220.78%0.80%0.82%Q3 2016Q4 20162
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Pinnacle Family Advisors, LLC 220.12%0.15%0.18%Q4 2022Q1 20232
BBVA USA 220.07%0.08%0.08%Q2 2021Q3 20212
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STANCORP INVESTMENT ADVISERS INC 220.90%0.93%0.96%Q4 2014Q1 20152
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 220.22%0.36%0.50%Q2 2013Q3 20132
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.01%Q2 2013Q3 20132
Engrave Wealth Partners LLC 220.01%0.01%0.01%Q4 2019Q1 20202
CONFLUENCE INVESTMENT MANAGEMENT LLC 220.11%0.16%0.22%Q1 2017Q2 20172
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
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Intrua Financial, LLC 220.06%0.08%0.10%Q1 2022Q2 20222
Ullmann Wealth Partners Group, LLC 220.05%0.05%0.05%Q1 2017Q2 20172
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DeDora Capital, Inc. 110.01%0.01%0.02%Q4 2019Q1 20222
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American Financial Network Advisory Services LLC 220.03%0.03%0.03%Q3 2017Q4 20172
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Formidable Asset Management, LLC 220.04%0.05%0.05%Q4 2020Q1 20212
STRALEM & CO INC 220.05%0.05%0.05%Q1 2020Q2 20202
JACKSON SQUARE CAPITAL, LLC 220.01%0.01%0.02%Q2 2020Q3 20202
Portfolio Strategies Inc 111.23%1.32%1.41%Q2 2014Q4 20162
WOODMONT INVESTMENT COUNSEL LLC 110.04%0.04%0.05%Q4 2019Q2 20212
DROMS STRAUSS ADVISORS INC /MO/ /ADV 220.16%0.16%0.16%Q1 2019Q2 20192
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
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Capital Planning Advisors, LLC 220.13%0.15%0.16%Q1 2015Q2 20152
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Signator Financial Services, Inc. 220.08%0.09%0.09%Q2 2013Q3 20132
Eudaimonia Partners, LLC 110.00%0.01%0.02%Q4 2019Q1 20212
PEOPLES FINANCIAL SERVICES CORP. 220.01%0.01%0.02%Q1 2022Q2 20222
Manifold Partners, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Curi Wealth Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
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MOULTON WEALTH MANAGEMENT, INC 220.42%0.49%0.55%Q1 2021Q2 20212
ORG Partners LLC 220.02%0.04%0.06%Q2 2023Q3 20232
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All Season Financial Advisors, Inc. 222.86%3.66%4.46%Q4 2021Q1 20222
SHELTON WEALTH MANAGEMENT, LLC 220.18%0.18%0.19%Q4 2021Q1 20222
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.10%0.10%0.10%Q2 2013Q3 20132
Cherry Tree Wealth Management, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
UNION SAVINGS BANK 220.14%0.14%0.15%Q2 2023Q3 20232
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Envestnet Portfolio Solutions, Inc. 111.19%1.19%1.19%Q3 2023Q3 20231
IAMS WEALTH MANAGEMENT, LLC 110.79%0.79%0.79%Q1 2023Q1 20231
United Community Bank 110.02%0.02%0.02%Q3 2023Q3 20231
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Cynosure Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
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Clean Yield Group 110.00%0.00%0.00%Q4 2022Q4 20221
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Rice Partnership, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Drexel Morgan & Co. 110.35%0.35%0.35%Q1 2015Q1 20151
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.11%0.11%0.11%Q1 2017Q1 20171
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
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Ferguson Shapiro LLC 111.95%1.95%1.95%Q4 2019Q4 20191
CornerStone Partners LLC 111.14%1.14%1.14%Q4 2019Q4 20191
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GETCO Holding Company, LLC 110.26%0.26%0.26%Q2 2013Q2 20131
RUSHMORE INVESTMENT ADVISORS, INC. 114.27%4.27%4.27%Q2 2013Q2 20131
NOTTINGHAM ADVISORS, INC. 110.05%0.05%0.05%Q4 2014Q4 20141
Dynasty Wealth Management, LLC 110.45%0.45%0.45%Q4 2017Q4 20171
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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.20%0.20%0.20%Q1 2019Q1 20191
Blueshift Asset Management, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
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K.J. Harrison & Partners Inc 110.04%0.04%0.04%Q2 2021Q2 20211
MCKINLEY CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q4 2018Q4 20181
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Choate Investment Advisors 110.00%0.00%0.00%Q3 2023Q3 20231
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Westwind Capital 110.00%0.00%0.00%Q1 2021Q1 20211
Vestmark Advisory Solutions, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
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Leucadia National 110.00%0.00%0.00%Q4 2022Q4 20221
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Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q2 2023Q2 20231
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.30%0.30%0.30%Q3 2018Q3 20181
HNP Capital LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Williams Jones Wealth Management, LLC. 110.01%0.01%0.01%Q3 2019Q3 20191
NBC SECURITIES, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
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BBR PARTNERS, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
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Exchange Capital Management, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
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Hillman Capital Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
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Ziegler Capital Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
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WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
CATALYST PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PACES FERRY WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
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Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CANADA PENSION PLAN INVESTMENT BOARD 110.01%0.01%0.01%Q4 2021Q4 20211
PERSONAL CFO SOLUTIONS, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
CGN Advisors LLC 110.31%0.31%0.31%Q3 2022Q3 20221
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ForthRight Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Orgel Wealth Management, LLC 113.84%3.84%3.84%Q4 2016Q4 20161
Laird Norton Wetherby Wealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Proficio Capital Partners LLC 112.71%2.71%2.71%Q2 2021Q2 20211
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River Wealth Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
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Cannon Global Investment Management, LLC 110.95%0.95%0.95%Q1 2021Q1 20211
TCW GROUP INC 110.03%0.03%0.03%Q4 2018Q4 20181
OneAscent Wealth Management LLC 110.13%0.13%0.13%Q1 2022Q1 20221
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
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Bickling Financial Services, Inc. 110.09%0.09%0.09%Q2 2021Q2 20211
BEDEL FINANCIAL CONSULTING INC 110.23%0.23%0.23%Q3 2023Q3 20231
Oder Investment Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Greystone Financial Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
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Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
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Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Legacy Wealth Asset Management, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Neumann Capital Management, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Safeguard Investment Advisory Group, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Twin Lakes Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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Paragon Wealth Strategies, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Wilmington Funds Management Corp 110.36%0.36%0.36%Q2 2014Q2 20141
Elequin Capital, LP 110.00%0.00%0.00%Q3 2023Q3 20231
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q1 2023Q1 20231
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2015Q4 20151
Arvest Bank Trust Division 110.03%0.03%0.03%Q3 2019Q3 20191
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q4 2016Q4 20161
BALYASNY ASSET MANAGEMENT L.P. 110.10%0.10%0.10%Q3 2017Q3 20171
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Barber Financial Group, Inc. 114.91%4.91%4.91%Q1 2017Q1 20171
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Alliance Wealth Management Group 114.33%4.33%4.33%Q4 2015Q4 20151
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2022Q3 20221
Compass Ion Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Graticule Asia Macro Advisors LLC 110.71%0.71%0.71%Q3 2016Q3 20161
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q3 2022Q3 20221
Wealth Architects, LLC 110.14%0.14%0.14%Q3 2015Q3 20151
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Strong Tower Advisory Services 110.32%0.32%0.32%Q3 2021Q3 20211
Vivaldi Capital Management LP 110.06%0.06%0.06%Q4 2022Q4 20221
Summit Equities Inc 110.14%0.14%0.14%Q4 2015Q4 20151
Anfield Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Sapience Investments, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q4 2019Q4 20191
CAHILL FINANCIAL ADVISORS INC 110.03%0.03%0.03%Q3 2021Q3 20211
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Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
STEINBERG ASSET MANAGEMENT LLC 110.26%0.26%0.26%Q4 2015Q4 20151
CARDEROCK CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2014Q1 20141
QCM Cayman, Ltd. 110.56%0.56%0.56%Q2 2020Q2 20201
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Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Clear Creek Financial Management, LLC 110.53%0.53%0.53%Q3 2020Q3 20201
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q1 2022Q1 20221
MWA Asset Management 111.11%1.11%1.11%Q3 2023Q3 20231
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Crosspoint Capital Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
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Thor Advisors, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 110.17%0.17%0.17%Q4 2021Q4 20211
TEALWOOD ASSET MANAGEMENT INC 110.10%0.10%0.10%Q3 2016Q3 20161
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
GREENWOOD CAPITAL ASSOCIATES LLC 110.18%0.18%0.18%Q1 2014Q1 20141
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Ergoteles LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Prosperity Consulting Group, LLC 111.16%1.16%1.16%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Sather Financial Group Inc 110.16%0.16%0.16%Q4 2013Q4 20131
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Autumn Glory Partners, LLC 110.62%0.62%0.62%Q4 2021Q4 20211
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
IBERIABANK CORP 110.04%0.04%0.04%Q3 2017Q3 20171
Richwood Investment Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
KerberRose Wealth Management, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
Seven Springs Wealth Group, LLC 111.57%1.57%1.57%Q4 2019Q4 20191
BOSTON FINANCIAL MANGEMENT LLC 110.01%0.01%0.01%Q4 2017Q4 20171
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RELATIONAL INVESTORS LLC 110.93%0.93%0.93%Q2 2013Q2 20131
Stratford Consulting, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
BMS Financial Advisors, LLC 110.23%0.23%0.23%Q3 2022Q3 20221
Balboa Wealth Partners 110.30%0.30%0.30%Q4 2022Q4 20221
MOGY JOEL R INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q1 2023Q1 20231
FULTON BREAKEFIELD BROENNIMAN LLC 110.02%0.02%0.02%Q4 2019Q4 20191
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Tradewinds, LLC. 110.20%0.20%0.20%Q4 2022Q4 20221
Northwest Bank & Trust Co 110.02%0.02%0.02%Q2 2023Q2 20231
BALLAST ADVISORS LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Capital Wealth Alliance, LLC 113.01%3.01%3.01%Q4 2019Q4 20191
Menard Financial Group LLC 111.44%1.44%1.44%Q4 2019Q4 20191
TDAM USA INC. 110.04%0.04%0.04%Q3 2013Q3 20131
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
STALEY CAPITAL ADVISERS INC 110.04%0.04%0.04%Q4 2013Q4 20131
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q2 2021Q2 20211
Virtus Investment Advisers, Inc. 113.66%3.66%3.66%Q3 2015Q3 20151
PagnatoKarp Partners LLC 110.06%0.06%0.06%Q4 2016Q4 20161
TMD & ASSOCIATES, INC 110.37%0.37%0.37%Q4 2015Q4 20151
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2019Q1 20191
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
NWK Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.24%0.24%0.24%Q2 2021Q2 20211
Texas Capital Bank Wealth Management Services Inc 110.05%0.05%0.05%Q4 2019Q4 20191
Keeley-Teton Advisors, LLC 110.09%0.09%0.09%Q4 2017Q4 20171
Johnson Financial Group, LLC 110.19%0.19%0.19%Q4 2016Q4 20161
Breakwater Capital Group 110.08%0.08%0.08%Q3 2023Q3 20231
HBK INVESTMENTS L P 110.01%0.01%0.01%Q2 2023Q2 20231
Stratos Investment Management, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Clearstead Trust, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Resource Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Howard Capital Management Inc. 110.24%0.24%0.24%Q1 2021Q1 20211
Oak Point Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Prossimo Advisors, LLC 110.24%0.24%0.24%Q2 2023Q2 20231
Robbie L. Kennerson P.A., Inc. 110.36%0.36%0.36%Q4 2022Q4 20221
Delta Financial Group, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
BLUE SQUARE ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
LWS Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Ceros Financial Services Inc. 113.29%3.29%3.29%Q1 2019Q1 20191
Lakewood Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Spearhead Capital Advisors, LLC 110.40%0.40%0.40%Q1 2020Q1 20201
REFRAME WEALTH, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
TrinityPoint Wealth, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.05%0.05%0.05%Q3 2022Q3 20221
FNY Investment Advisers, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Verdence Capital Advisors LLC 110.03%0.03%0.03%Q2 2021Q2 20211
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LJI Wealth Management, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
External links

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