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 2023107
HUNTINGTON NATIONAL BANK 59590.01%0.03%0.06%Q1 2009Q3 202364
Cutler Group LLC / CA 1520.00%0.01%0.66%Q4 2015Q3 202361
US BANCORP \DE\ 42420.00%0.17%0.30%Q2 2013Q3 202348
MUFG Americas Holdings Corp 48480.10%0.24%0.38%Q4 2010Q3 202248
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.04%Q1 2012Q3 202347
HSBC HOLDINGS PLC 47470.02%0.05%0.07%Q1 2012Q3 202347
MCF Advisors LLC 4070.17%1.56%6.57%Q4 2011Q3 202347
MONETA GROUP INVESTMENT ADVISORS LLC 45450.04%0.15%0.25%Q3 2012Q3 202345
NWAM LLC 32130.04%0.31%0.60%Q2 2012Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.06%0.14%0.21%Q4 2012Q3 202344
Cetera Advisor Networks LLC 43430.06%0.33%0.90%Q1 2013Q3 202343
COMMERCE BANK 43430.90%1.48%2.08%Q1 2013Q3 202343
Freedom Investment Management, Inc. 43430.03%0.09%0.26%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.02%0.04%0.04%Q1 2013Q3 202343
Veritable, L.P. 43430.03%0.06%0.09%Q4 2012Q2 202343
CENTRAL TRUST Co 42420.04%0.16%0.36%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.04%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.58%1.71%3.59%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.00%0.13%0.93%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.06%0.14%0.34%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.04%0.07%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.06%0.14%0.23%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.27%0.37%0.47%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
First Horizon Advisors, Inc. 4110.06%0.21%1.91%Q4 2012Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.04%0.10%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.13%0.33%0.78%Q2 2013Q3 202342
Accredited Investors Inc. 42421.68%5.00%13.28%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.03%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42421.14%1.40%1.88%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.20%0.50%0.79%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.00%0.10%0.23%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42420.09%0.11%0.16%Q2 2013Q3 202342
MORGAN STANLEY 42420.08%0.12%0.24%Q2 2013Q3 202342
AMG National Trust Bank 42420.89%1.29%2.18%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.09%0.21%0.36%Q2 2013Q3 202342
INSIGHT 2811, INC. 42421.18%6.29%14.17%Q2 2013Q3 202342
AMARILLO NATIONAL BANK 42420.23%0.67%1.11%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.02%0.26%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.07%0.15%0.33%Q2 2013Q3 202342
Sequent Asset Management, LLC 42420.08%3.44%7.06%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.02%0.05%Q2 2013Q3 202342
Mariner, LLC 42420.05%0.10%0.14%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.09%0.21%0.54%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%1.23%3.20%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.02%0.07%Q2 2013Q3 202342
BRIGHTON JONES LLC 42420.13%0.27%0.45%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.01%0.15%0.29%Q2 2013Q4 202342
Sandy Spring Bank 42420.01%0.13%0.31%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.03%0.06%0.10%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.52%1.11%1.94%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.05%0.09%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.04%0.12%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.47%0.65%1.02%Q2 2013Q3 202342
MERIDIAN MANAGEMENT CO 42420.15%0.20%0.29%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.02%0.04%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.00%0.50%10.50%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.00%0.14%0.96%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.03%0.14%0.42%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.09%0.46%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.61%2.02%3.71%Q2 2013Q3 202342
Cetera Advisors LLC 42420.17%0.59%1.06%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42420.25%0.92%1.91%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.11%0.19%0.33%Q2 2013Q3 202342
WEDGEWOOD INVESTORS INC /PA/ 42420.61%1.11%1.70%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.04%0.11%0.24%Q2 2013Q3 202342
WADE G W & INC 42420.40%1.03%1.89%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.13%0.26%0.41%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.06%0.08%0.13%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.05%0.11%0.26%Q2 2013Q3 202342
Creative Planning 42420.01%0.08%0.16%Q2 2013Q3 202342
LPL Financial LLC 42420.10%0.18%0.40%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.03%0.07%0.15%Q2 2013Q3 202342
FMR LLC 42420.00%0.02%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.03%0.05%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.10%0.14%0.20%Q2 2013Q3 202342
Rathbones Group PLC 3920.01%0.04%0.07%Q2 2013Q3 202341
Harbour Capital Advisors, LLC 2180.18%0.32%0.66%Q2 2013Q4 202341
BOKF, NA 3290.20%0.41%0.56%Q2 2013Q3 202341
D.A. DAVIDSON & CO. 24170.00%0.03%0.06%Q2 2013Q3 202341
M&T BANK CORP 26150.02%0.39%1.40%Q2 2013Q3 202341
Citadel Advisors 1210.00%0.00%0.00%Q4 2015Q3 202341
DUNCKER STREETT & CO INC 25160.02%0.03%0.03%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202341
HighTower Advisors, LLC 4010.00%0.05%0.11%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.04%0.10%Q3 2013Q3 202341
WESBANCO BANK INC 30110.08%0.28%0.53%Q2 2013Q3 202341
Thomasville National Bank 27140.14%0.23%0.72%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.04%0.05%0.14%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.01%0.03%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.07%0.10%0.17%Q2 2013Q3 202341
Truepoint, Inc. 41410.12%0.70%1.58%Q3 2013Q3 202341
AMERICAN INTERNATIONAL GROUP, INC. 24170.00%0.02%0.07%Q2 2013Q3 202341
Capital Advisors, Ltd. LLC 40400.04%0.05%0.09%Q4 2013Q3 202340
Capital Analysts, LLC 40400.01%0.07%0.13%Q4 2013Q3 202340
PINNACLE FINANCIAL PARTNERS INC 40400.14%0.33%0.53%Q4 2013Q3 202340
GLENMEDE TRUST CO NA 20200.01%0.01%0.03%Q2 2013Q3 202340
Goelzer Investment Management, Inc. 3730.02%0.04%0.07%Q1 2013Q3 202340
1ST SOURCE BANK 40400.02%0.04%0.06%Q4 2013Q3 202340
CITY HOLDING CO 40400.01%0.02%0.03%Q4 2013Q3 202340
FIRST NATIONAL BANK SIOUX FALLS 26140.00%1.75%3.75%Q2 2013Q3 202340
Johnson Financial Group, Inc. 40400.02%0.22%2.26%Q4 2013Q3 202340
Smithfield Trust Co 40400.01%0.02%0.03%Q4 2013Q3 202340
Heritage Wealth Advisors 40400.03%0.18%0.44%Q4 2013Q3 202340
Pure Financial Advisors, LLC 22180.01%0.12%0.42%Q2 2013Q4 202340
Private Advisor Group, LLC 40400.04%0.16%0.30%Q4 2013Q3 202340
COMERICA BANK 3910.08%0.10%0.13%Q2 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.23%0.43%0.74%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.01%0.01%0.03%Q4 2013Q4 202340
Atlas Brown,Inc. 3910.29%1.12%2.06%Q2 2013Q3 202340
EP Wealth Advisors, LLC 29110.04%0.54%7.13%Q3 2013Q3 202340
Polaris Wealth Advisory Group, LLC 40400.48%3.59%12.27%Q2 2013Q1 202340
Stonebridge Capital Advisors LLC 40400.22%0.57%0.76%Q4 2013Q3 202340
FIDUCIARY TRUST CO 40400.01%0.01%0.03%Q4 2013Q3 202340
ROCKLAND TRUST CO 40400.03%0.09%0.17%Q4 2013Q3 202340
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.00%0.01%Q2 2013Q3 202339
ALESCO ADVISORS LLC 39390.04%0.05%0.08%Q1 2014Q3 202339
CHOREO, LLC 39390.08%0.45%1.21%Q1 2014Q3 202339
Raymond James Financial Services Advisors, Inc. 1830.06%0.15%0.26%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.04%0.09%Q1 2014Q3 202339
One Capital Management, LLC 39390.39%2.35%3.44%Q1 2014Q3 202339
Occidental Asset Management, LLC 39391.16%2.37%5.32%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.03%0.45%0.88%Q1 2014Q3 202339
Mathes Company, Inc. 3720.34%1.05%1.58%Q4 2013Q3 202339
TRUST CO OF VERMONT 3260.00%0.01%0.02%Q1 2014Q3 202338
Regent Investment Management LLC 38380.06%0.23%1.17%Q3 2013Q4 202238
JANE STREET GROUP, LLC 810.00%0.03%0.14%Q3 2014Q2 202338
BROWN BROTHERS HARRIMAN & CO 38380.00%0.00%0.00%Q2 2014Q3 202338
SouthState Corp 3080.03%0.05%0.07%Q2 2013Q3 202338
LBJ Family Wealth Advisors, Ltd. 3717.08%9.64%20.60%Q4 2013Q4 202338
EATON VANCE MANAGEMENT 38380.00%0.00%0.01%Q2 2013Q3 202238
Capital Directions Investment Advisors, LLC 3170.43%0.55%0.81%Q2 2013Q4 202238
MEEDER ASSET MANAGEMENT INC 38380.00%0.06%0.38%Q2 2013Q3 202238
HMS Capital Management, LLC 25250.04%0.78%2.64%Q3 2016Q3 202237
CAMBRIDGE TRUST CO 2210.01%0.02%0.04%Q2 2013Q3 202337
Brinker Capital Investments, LLC 27100.00%0.29%0.62%Q2 2013Q4 202237
MURPHY CAPITAL MANAGEMENT INC 37370.13%0.17%0.23%Q2 2013Q2 202237
Allen Investment Management, LLC 37370.01%0.01%0.03%Q3 2014Q3 202337
EisnerAmper Wealth Management Corporate Benefits, LLC 37370.23%1.46%1.91%Q4 2014Q4 202337
FORTE CAPITAL LLC /ADV 37370.76%1.79%2.75%Q3 2014Q3 202337
VOYA INVESTMENT MANAGEMENT LLC 37370.00%0.02%0.26%Q3 2014Q3 202337
1834 INVESTMENT ADVISORS CO 37370.01%0.38%0.62%Q2 2013Q2 202237
INVESTMENT PARTNERS, LTD. 36360.50%1.28%2.13%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.07%0.10%0.18%Q4 2014Q3 202336
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 36360.01%0.02%0.09%Q4 2014Q3 202336
WASHINGTON TRUST BANK 2350.00%0.13%1.88%Q3 2013Q3 202336
Barrett Asset Management, LLC 36360.06%0.21%0.37%Q2 2013Q1 202236
UBS Group AG 36360.07%0.10%0.12%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.36%0.76%1.54%Q4 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.01%0.02%0.02%Q2 2013Q1 202236
IMS Capital Management 36360.04%1.23%1.82%Q4 2014Q3 202336
Burt Wealth Advisors 36360.11%0.34%0.72%Q4 2014Q3 202336
MAI Capital Management 36360.02%0.07%0.16%Q4 2014Q3 202336
Carroll Financial Associates, Inc. 35350.02%0.02%0.05%Q2 2013Q4 202135
People's United Financial, Inc. 18170.01%0.03%0.40%Q2 2013Q1 202235
CONGRESS ASSET MANAGEMENT CO /MA 3010.01%0.16%1.17%Q4 2013Q3 202335
FDx Advisors, Inc. 3210.01%0.02%0.06%Q1 2014Q3 202335
SIGNET FINANCIAL MANAGEMENT, LLC 2690.06%0.10%0.21%Q4 2014Q3 202335
BENJAMIN F. EDWARDS & COMPANY, INC. 35350.00%0.58%3.25%Q1 2015Q3 202335
FRANKLIN RESOURCES INC 35350.00%0.00%0.00%Q1 2015Q3 202335
BARCLAYS PLC 2410.00%0.01%0.04%Q2 2013Q3 202335
Sigma Planning Corp 2950.03%0.11%0.21%Q4 2014Q3 202334
Baird Financial Group, Inc. 34340.02%0.06%0.15%Q2 2015Q3 202334
CWM, LLC 2420.01%0.11%0.27%Q4 2014Q3 202334
Oakworth Capital, Inc. 3040.02%0.18%1.88%Q4 2013Q3 202334
CAPTRUST FINANCIAL ADVISORS 2950.00%0.04%0.12%Q1 2015Q3 202334
Advisory Services Network, LLC 2720.00%0.04%0.22%Q4 2014Q3 202334
Oxbow Advisors, LLC 1730.02%0.04%0.05%Q4 2014Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.03%0.18%0.39%Q2 2015Q3 202334
Private Ocean, LLC 34340.02%0.05%0.09%Q4 2013Q1 202234
NorthRock Partners, LLC 34340.62%3.41%8.52%Q2 2015Q3 202334
HOWE & RUSLING INC 2940.00%0.01%0.03%Q2 2014Q3 202333
RAYMOND JAMES TRUST N.A. 2720.02%0.04%0.07%Q2 2013Q3 202333
BERKSHIRE ASSET MANAGEMENT LLC/PA 1260.02%0.03%0.08%Q2 2013Q3 202333
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3210.00%0.00%0.01%Q1 2015Q3 202333
Haverford Trust Co 2580.01%0.01%0.03%Q2 2014Q3 202333
ACG Wealth 3210.05%0.14%0.27%Q2 2013Q3 202233
Parsec Financial Management, Inc. 33330.09%0.23%0.31%Q1 2015Q1 202333
MML INVESTORS SERVICES, LLC 2670.12%2.02%10.27%Q2 2015Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.03%0.04%Q2 2013Q2 202133
Rehmann Capital Advisory Group 1510.03%0.13%0.97%Q3 2009Q3 202333
BADGLEY PHELPS & BELL INC 33330.09%0.71%1.16%Q2 2013Q2 202133
SILVERCREST ASSET MANAGEMENT GROUP LLC 3210.00%0.01%0.01%Q2 2014Q3 202333
PRIVATE TRUST CO NA 23100.02%0.10%0.22%Q1 2013Q3 202333
BBVA USA Bancshares, Inc. 32320.05%0.08%0.11%Q2 2013Q1 202132
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.05%0.30%0.57%Q4 2015Q3 202332
WEBSTER BANK, N. A. 2840.00%0.01%0.06%Q4 2013Q3 202332
Bishop & Co Investment Management, LLC 32328.87%10.89%12.22%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
TOCQUEVILLE ASSET MANAGEMENT L.P. 2910.00%0.08%0.16%Q1 2015Q3 202332
HM PAYSON & CO 32320.09%0.27%1.31%Q4 2015Q3 202332
UMB Bank, n.a. 32320.16%0.45%0.64%Q4 2015Q3 202332
LAZARD ASSET MANAGEMENT LLC 2290.00%0.00%0.00%Q4 2013Q3 202331
HBK Sorce Advisory LLC 31310.02%0.03%0.07%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.08%0.15%Q4 2015Q3 202331
GIRARD PARTNERS LTD. 31310.05%0.16%0.51%Q1 2016Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.13%0.49%Q2 2013Q3 202331
Integrated Investment Consultants, LLC 2382.60%6.52%8.83%Q4 2015Q3 202331
Whitegate Investment Counselors, Inc. 3011.53%2.29%3.91%Q1 2014Q3 202331
Hudock, Inc. 31310.00%0.01%0.01%Q1 2015Q3 202231
Geneos Wealth Management Inc. 31310.07%0.13%0.25%Q1 2016Q3 202331
OPTIMUM INVESTMENT ADVISORS 2470.01%0.02%0.03%Q3 2013Q4 202331
FCG ADVISORS, LLC 30300.34%0.85%2.58%Q2 2013Q3 202030
LifePlan Financial Group, Inc 30300.03%0.59%2.79%Q2 2013Q3 202030
Trust Co 2910.01%0.05%0.10%Q1 2016Q3 202330
BNP PARIBAS FINANCIAL MARKETS 2190.00%0.05%0.18%Q1 2015Q1 202330
McKinley Carter Wealth Services, Inc. 2910.21%0.89%3.21%Q1 2016Q3 202330
Ballentine Partners, LLC 2640.01%0.02%0.09%Q1 2016Q3 202330
ASPIRIANT, LLC 2370.02%0.05%0.07%Q1 2016Q3 202330
Glenview Trust Co 2810.04%0.09%0.12%Q4 2014Q3 202330
American Research & Management Co. 30300.00%0.01%0.01%Q2 2013Q3 202030
DAVIS R M INC 2820.01%0.01%0.02%Q2 2014Q3 202330
ASSETMARK, INC 2110.00%0.07%0.21%Q4 2014Q3 202330
JNBA Financial Advisors 30300.00%0.02%0.27%Q2 2016Q3 202330
Clark Capital Management Group, Inc. 1110.00%0.68%3.82%Q2 2013Q3 202330
BALDWIN BROTHERS LLC/MA 30300.04%0.05%0.06%Q3 2016Q4 202330
Stearns Financial Services Group 30301.40%2.40%3.01%Q2 2013Q3 202030
RHUMBLINE ADVISERS 1010.00%0.00%0.01%Q3 2013Q3 202330
Strategic Wealth Partners Group, LLC 2090.11%1.58%2.59%Q2 2016Q3 202329
Hanson & Doremus Investment Management 2810.00%0.01%0.02%Q1 2016Q3 202329
MIDDLETON & CO INC/MA 29290.04%0.04%0.05%Q3 2016Q3 202329
Covenant Multifamily Offices, LLC 29292.45%7.34%22.12%Q4 2013Q4 202029
FIRST CITIZENS BANK & TRUST CO 29290.02%1.17%7.27%Q3 2016Q3 202329
Gradient Investments LLC 2450.00%0.00%0.00%Q2 2016Q3 202329
CASTLEARK MANAGEMENT LLC 29290.01%0.04%0.07%Q3 2016Q3 202329
Karp Capital Management Corp 2450.03%2.06%3.01%Q4 2014Q3 202229
SECURITY NATIONAL TRUST CO 29290.01%0.02%0.02%Q3 2014Q3 202129
V Wealth Advisors LLC 18110.08%0.16%0.40%Q1 2016Q2 202329
Cetera Investment Advisers 2710.04%0.15%0.80%Q4 2015Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.03%Q3 2013Q3 202329
Simplicity Solutions, LLC 1420.04%0.61%1.44%Q3 2015Q3 202329
Calamos Wealth Management LLC 2810.05%0.16%0.26%Q4 2014Q3 202329
Gilbert & Cook, Inc. 28280.07%0.13%0.19%Q4 2016Q3 202328
Linscomb & Williams, Inc. 28280.03%0.04%0.05%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.02%0.04%0.10%Q4 2016Q3 202328
TIEDEMANN ADVISORS, LLC 28280.04%0.09%0.21%Q4 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28280.08%0.88%4.55%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.18%0.25%0.33%Q4 2016Q3 202328
First Allied Advisory Services, Inc. 2710.01%0.05%0.14%Q3 2013Q3 202028
IHT Wealth Management, LLC 28280.03%0.21%3.16%Q4 2016Q3 202328
AE Wealth Management LLC 28280.12%0.52%1.14%Q4 2016Q3 202328
Ullmann Wealth Partners Group, LLC 28280.06%0.19%0.60%Q4 2016Q3 202328
Perkins Coie Trust Co 28280.01%0.02%0.05%Q4 2016Q3 202328
MISSION WEALTH MANAGEMENT, LP 28280.03%0.06%0.10%Q4 2016Q3 202328
Tower Research Capital LLC (TRC) 810.00%0.12%0.45%Q1 2014Q3 202328
ROPES WEALTH ADVISORS LLC 18100.01%0.03%0.09%Q3 2016Q3 202328
BROWN ADVISORY INC 2130.00%0.00%0.00%Q2 2013Q3 202328
EASTERN BANK 28280.02%0.75%1.84%Q3 2016Q2 202328
Prospera Financial Services Inc 2710.04%0.11%0.17%Q4 2015Q3 202328
NEXT Financial Group, Inc 1410.00%0.14%0.46%Q3 2014Q4 202128
OARSMAN CAPITAL, INC. 1330.09%0.12%0.17%Q3 2015Q3 202328
FORVIS Wealth Advisors, LLC 28280.16%1.13%2.20%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.01%0.17%0.40%Q4 2016Q3 202328
REILLY FINANCIAL ADVISORS, LLC 1540.00%0.00%0.01%Q2 2013Q4 202128
Liberty Capital Management, Inc. 16120.12%0.19%0.47%Q3 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.05%0.07%0.09%Q1 2017Q4 202328
DAVENPORT & Co LLC 1440.00%0.00%0.01%Q1 2015Q3 202328
WOLVERINE TRADING, LLC 310.00%0.01%0.03%Q3 2016Q3 202328
Brookstone Capital Management 2710.00%0.15%0.52%Q3 2015Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.01%0.01%Q2 2013Q1 202028
Perigon Wealth Management, LLC 1910.01%0.05%0.11%Q3 2011Q3 202328
AJ WEALTH STRATEGIES, LLC 27270.03%0.07%0.15%Q4 2016Q2 202327
Global Retirement Partners, LLC 2070.04%0.07%0.36%Q4 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.03%0.18%0.27%Q1 2017Q3 202327
Balentine LLC 1320.00%0.01%0.02%Q2 2016Q3 202327
Cassaday & Co Inc. 2610.01%1.44%4.20%Q4 2014Q4 202127
BALASA DINVERNO & FOLTZ LLC 1020.01%0.40%1.43%Q4 2013Q3 202227
First Command Financial Services, Inc. 27270.01%0.18%0.44%Q4 2016Q2 202327
MYCIO WEALTH PARTNERS, LLC 27270.01%0.08%0.17%Q2 2013Q4 201927
First Command Bank 27270.05%0.20%0.44%Q4 2016Q2 202327
Atria Investments, Inc 1210.01%0.05%0.15%Q3 2013Q3 202327
Corundum Group, Inc. 1342.48%3.78%5.24%Q2 2016Q3 202327
CIBC BANK USA 27270.06%0.42%0.72%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.44%0.90%1.84%Q2 2013Q4 201927
HOLLENCREST CAPITAL MANAGEMENT 2020.02%0.03%0.04%Q4 2013Q3 202326
FIRST MERCANTILE TRUST CO 26260.35%0.93%1.80%Q2 2013Q3 201926
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.00%0.00%Q2 2013Q3 201926
PARAMETRIC PORTFOLIO ASSOCIATES LLC 26260.00%0.00%0.01%Q4 2015Q1 202226
SUNTRUST BANKS INC 26260.23%0.38%0.53%Q2 2013Q3 201926
Sargent Bickham Lagudis LLC 26260.00%0.00%0.00%Q3 2016Q4 202226
Crescent Grove Advisors, LLC 26260.51%0.91%1.48%Q2 2017Q3 202326
Sage Capital Advisors,llc 26260.12%0.16%0.20%Q2 2017Q3 202326
SVA Wealth Management, LLC 2510.03%0.08%0.17%Q2 2014Q4 202026
Fiera Capital Corp 2330.00%0.00%0.03%Q2 2016Q3 202326
AFT, FORSYTH & COMPANY, INC. 2420.52%0.61%0.87%Q2 2013Q3 202326
CREDIT SUISSE AG/ 1510.00%0.01%0.03%Q1 2013Q3 202126
AXA S.A. 26260.00%0.01%0.03%Q2 2013Q3 201926
Regal Investment Advisors LLC 1010.03%0.06%0.15%Q2 2013Q3 202326
Sutton Wealth Advisors Inc. 26260.02%0.02%0.02%Q1 2016Q2 202226
WRAPMANAGER INC 1780.06%0.19%0.40%Q4 2015Q1 202225
Financial Architects, Inc 1820.01%0.01%0.02%Q2 2013Q2 202025
Valeo Financial Advisors, LLC 25250.01%0.03%0.06%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.02%0.22%0.49%Q2 2017Q2 202325
MONROE BANK & TRUST/MI 25251.43%1.73%2.04%Q2 2013Q2 201925
OXFORD FINANCIAL GROUP, LTD. LLC 25250.04%0.14%0.33%Q3 2017Q3 202325
Autus Asset Management, LLC 25250.09%0.12%0.15%Q4 2015Q4 202125
TIAA, FSB 25252.31%4.64%6.02%Q2 2017Q2 202325
BB&T SECURITIES, LLC 25250.01%0.01%0.05%Q3 2013Q3 201925
AMERICAN NATIONAL BANK 2320.00%0.01%0.09%Q2 2016Q3 202325
Mosaic Family Wealth, LLC 25250.16%0.23%0.66%Q4 2015Q4 202125
CAHABA WEALTH MANAGEMENT, INC. 25250.06%0.16%0.46%Q3 2017Q3 202325
Bogart Wealth, LLC 25250.01%0.02%0.05%Q3 2017Q3 202325
Partnervest Advisory Services LLC 2050.00%0.82%1.20%Q2 2013Q3 202025
YorkBridge Wealth Partners, LLC 25250.13%0.22%0.30%Q4 2016Q4 202225
PATHSTONE FAMILY OFFICE, LLC 2320.01%0.04%0.13%Q1 2017Q3 202325
TELEMUS CAPITAL, LLC 2310.01%0.03%0.09%Q3 2013Q3 202124
PARSONS CAPITAL MANAGEMENT INC/RI 1410.02%0.03%0.03%Q4 2013Q3 202324
WELLINGTON MANAGEMENT GROUP LLP 910.00%0.01%0.03%Q4 2014Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.01%0.01%0.02%Q2 2013Q1 201924
BOURGEON CAPITAL MANAGEMENT LLC 1950.06%0.10%0.14%Q3 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.02%0.07%0.15%Q4 2017Q3 202324
SYM FINANCIAL Corp 24240.01%0.03%0.06%Q4 2017Q3 202324
FIRST NATIONAL BANK OF OMAHA 24240.01%0.03%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.53%0.72%0.91%Q4 2017Q3 202324
RMB Capital Management, LLC 24240.14%0.28%0.38%Q4 2017Q3 202324
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2310.01%0.41%1.12%Q4 2016Q3 202324
Windsor Wealth Management, Inc. 24240.50%0.96%1.99%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.03%0.08%0.15%Q4 2017Q3 202324
RETIREMENT INCOME SOLUTIONS, INC 24240.15%0.19%0.22%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.05%0.27%0.58%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.29%0.36%0.42%Q4 2017Q3 202324
STEPHENS GROUP ASSET MANAGEMENT, LLC 24244.35%9.37%18.22%Q4 2017Q3 202324
Prism Advisors, Inc. 24240.51%0.82%1.19%Q4 2017Q3 202324
Broadleaf Partners, LLC 24240.26%0.63%0.76%Q4 2017Q3 202324
Brickley Wealth Management 24240.23%0.61%2.70%Q4 2017Q3 202324
BHK Investment Advisors, LLC 24240.36%0.65%0.88%Q4 2017Q3 202324
LeJeune Puetz Investment Counsel LLC 24240.38%0.82%1.21%Q2 2017Q1 202324
Mutual Advisors, LLC 24240.02%0.10%0.42%Q4 2017Q3 202324
FLAGSHIP HARBOR ADVISORS, LLC 2130.02%0.04%0.08%Q1 2017Q3 202324
Clearwater Capital Advisors, LLC 24240.02%0.11%0.24%Q2 2016Q1 202224
Corient Capital Partners, LLC 24240.04%0.09%0.24%Q3 2016Q2 202224
Jackson, Grant Investment Advisers, Inc. 24240.03%0.04%0.05%Q4 2017Q3 202324
Paracle Advisors, LLC 2310.20%0.93%1.21%Q4 2014Q1 202124
Glassman Wealth Services 24240.00%0.01%0.01%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 1490.03%0.05%0.10%Q4 2017Q3 202323
CHURCHILL MANAGEMENT Corp 12110.05%0.40%1.72%Q2 2013Q4 202123
Waverly Advisors, LLC 2010.00%0.19%0.52%Q3 2013Q3 202323
Rossmore Private Capital 23230.08%0.14%0.44%Q1 2018Q3 202323
Krilogy Financial LLC 1510.00%1.77%3.21%Q1 2016Q3 202323
NewEdge Advisors, LLC 2210.01%0.11%0.29%Q2 2017Q3 202323
WHITE PINE CAPITAL LLC 23230.08%0.11%0.13%Q1 2018Q3 202323
Gratus Capital, LLC 1340.03%0.04%0.06%Q2 2017Q3 202323
SNOW CAPITAL MANAGEMENT LP 23230.01%0.05%0.13%Q4 2015Q2 202123
LCNB CORP 1760.13%0.29%0.45%Q4 2016Q3 202223
HL FINANCIAL SERVICES LLC 1850.03%0.11%0.28%Q2 2013Q1 201923
NORTHERN CAPITAL MANAGEMENT LLC 23230.33%0.65%0.90%Q2 2013Q4 201823
Valmark Advisers, Inc. 1940.00%0.01%0.02%Q4 2017Q3 202323
BTC Capital Management, Inc. 2110.06%0.14%0.17%Q3 2014Q3 202323
High Falls Advisors, Inc 1010.06%0.08%0.12%Q4 2015Q1 202223
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1030.00%0.00%0.00%Q4 2015Q2 202223
THRIVENT FINANCIAL FOR LUTHERANS 1940.00%0.01%0.01%Q4 2016Q3 202323
Sterling Investment Advisors, Ltd. 23230.02%0.03%0.04%Q4 2016Q2 202223
SMITH, MOORE & CO. 1940.04%0.06%0.12%Q4 2017Q3 202323
Wealthcare Advisory Partners LLC 1850.00%0.02%0.04%Q3 2017Q3 202323
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 23230.13%0.16%0.20%Q2 2013Q4 201823
Avantax Planning Partners, Inc. 2110.01%0.38%0.94%Q1 2018Q3 202322
L & S Advisors Inc 22220.13%0.50%0.87%Q3 2016Q4 202122
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1570.00%0.00%0.01%Q4 2013Q2 201922
Fiduciary Trust Co International of Pennsylvania 1710.02%0.03%0.05%Q2 2013Q1 202022
Rockefeller Capital Management L.P. 1930.00%0.03%0.07%Q1 2018Q3 202322
SEGALL BRYANT & HAMILL, LLC 1410.01%0.02%0.04%Q4 2016Q3 202322
SAGE FINANCIAL GROUP INC 2010.10%0.23%0.30%Q4 2013Q3 202322
Icon Wealth Partners, LLC 1930.04%0.12%0.46%Q4 2017Q3 202322
Pathway Financial Advisors LLC 1480.11%0.18%0.24%Q4 2017Q3 202322
Certified Advisory Corp 11110.02%0.18%0.44%Q4 2017Q3 202322
Financial Sense Advisors, Inc. 1110.09%0.35%1.78%Q4 2013Q4 202122
COLONY GROUP LLC 2010.00%0.05%0.12%Q1 2015Q3 202321
Integrated Wealth Concepts LLC 1430.01%0.04%0.13%Q4 2017Q3 202321
VICTORY CAPITAL MANAGEMENT INC 1560.00%0.01%0.04%Q4 2014Q1 202021
SALEM INVESTMENT COUNSELORS INC 1830.00%0.01%0.02%Q3 2016Q3 202321
Freestone Capital Holdings, LLC 21210.01%0.05%0.24%Q3 2018Q3 202321
Kingsview Wealth Management, LLC 1560.04%0.10%0.22%Q2 2018Q3 202321
Mascoma Wealth Management LLC 1110.00%0.01%0.01%Q4 2016Q3 202321
Asset Dedication, LLC 1330.00%0.01%0.01%Q4 2015Q3 202321
Belpointe Asset Management LLC 1720.03%0.12%0.74%Q3 2017Q2 202321
TWO SIGMA ADVISERS, LP 1110.00%0.02%0.05%Q3 2014Q1 202321
New England Private Wealth Advisors LLC 2010.06%0.10%0.12%Q4 2013Q4 202021
Starfire Investment Advisers, Inc. 11101.05%1.53%2.39%Q1 2015Q2 202021
United Capital Management of KS, Inc. 21210.14%0.37%0.58%Q3 2018Q3 202321
Kovitz Investment Group Partners, LLC 1920.02%0.03%0.05%Q3 2016Q3 202321
M Holdings Securities, Inc. 1510.07%0.13%0.24%Q4 2013Q1 202321
TEACHERS ADVISORS, LLC 21210.04%0.07%0.11%Q2 2013Q2 201821
Fernwood Investment Management, LLC 1410.09%0.11%0.13%Q4 2017Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.03%0.05%Q1 2017Q3 202321
Voya Financial Advisors, Inc. 1920.02%0.04%0.09%Q2 2015Q1 202121
CREATIVE FINANCIAL DESIGNS INC /ADV 1560.00%0.01%0.03%Q4 2016Q3 202321
IBERIABANK CORP 1740.03%0.15%0.26%Q4 2012Q4 201821
TCI Wealth Advisors, Inc. 2010.00%0.01%0.02%Q1 2016Q1 202321
Sonora Investment Management, LLC 1740.00%0.00%0.01%Q3 2015Q3 202121
Ford Financial Group, LLC 21210.52%2.56%5.49%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.05%0.16%0.26%Q3 2018Q3 202321
B. Riley Wealth Management, Inc. 820.01%0.58%2.31%Q1 2014Q2 202220
American Portfolios Advisors 20200.06%0.12%0.19%Q4 2017Q3 202220
Beacon Pointe Advisors, LLC 20200.03%0.21%0.76%Q4 2018Q3 202320
Cooper Financial Group 20200.11%0.26%0.47%Q4 2018Q3 202320
Horizon Investment Services, LLC 1460.09%0.31%0.70%Q3 2014Q4 202120
Essex Savings Bank 20200.01%0.17%0.23%Q4 2018Q3 202320
GenWealth Group, Inc. 613.35%4.83%6.02%Q2 2017Q3 202320
Total Wealth Planning, LLC 20200.10%0.25%0.35%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.04%0.08%0.11%Q4 2018Q3 202320
MONECO Advisors, LLC 20200.13%0.19%0.26%Q4 2018Q3 202320
FAS Wealth Partners, Inc. 20200.08%0.14%0.49%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.14%0.26%0.43%Q4 2018Q3 202320
THOMPSON DAVIS & CO., INC. 20200.01%0.02%0.05%Q4 2013Q3 201820
Ancora Advisors LLC 1810.00%0.01%0.01%Q4 2016Q3 202320
GARRISON POINT ADVISORS, LLC 20200.48%0.56%0.62%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.02%0.19%0.32%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.10%0.61%1.15%Q4 2018Q3 202320
NATIXIS ADVISORS, L.P. 1210.00%0.01%0.03%Q2 2013Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.10%0.40%2.15%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.11%0.26%0.68%Q4 2018Q3 202320
Sterling Capital Management LLC 1910.01%0.09%0.17%Q1 2013Q3 201920
LEVEL FOUR ADVISORY SERVICES, LLC 1110.01%0.82%3.30%Q4 2016Q3 202320
Cerity Partners LLC 1910.00%0.05%0.17%Q3 2018Q3 202320
KMG FIDUCIARY PARTNERS, LLC 20200.40%1.50%2.65%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.09%0.18%0.27%Q4 2018Q3 202320
Norway Savings Bank 20200.01%0.01%0.01%Q1 2018Q4 202220
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.03%0.07%Q4 2017Q4 202220
FIRST MIDWEST BANK TRUST DIVISION 1730.03%0.53%1.56%Q3 2013Q4 202120
BANK OF NOVA SCOTIA 1370.00%0.00%0.03%Q1 2014Q4 202120
Legacy Bridge, LLC 20200.33%0.55%1.02%Q4 2018Q3 202320
CADENCE BANK NA 20200.18%0.30%0.40%Q3 2017Q2 202220
Huntington Steele LLC 20201.43%1.61%1.86%Q2 2013Q1 201820
COLDSTREAM CAPITAL MANAGEMENT INC 1140.02%0.08%0.23%Q4 2016Q3 202320
SG Americas Securities, LLC 1190.00%0.02%0.06%Q3 2013Q3 201820
BRINKER CAPITAL INC 20200.32%0.73%1.12%Q3 2015Q2 202020
Caprock Group, LLC 1410.02%0.06%0.14%Q1 2016Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.03%0.20%Q1 2018Q3 202320
Well Done, LLC 1010.05%0.32%1.58%Q4 2015Q1 202220
FinTrust Capital Advisors, LLC 20200.01%0.04%0.05%Q4 2018Q3 202320
PINNACLE ASSOCIATES LTD 1520.00%0.03%0.05%Q2 2017Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.27%0.43%0.62%Q4 2018Q3 202320
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 20200.09%0.19%0.24%Q2 2013Q1 201820
Wealthspire Advisors, L.P. 20200.01%0.02%0.03%Q4 2015Q3 202020
PRUDENTIAL FINANCIAL INC 20200.00%0.01%0.03%Q4 2018Q3 202320
Eukles Asset Management 20201.62%2.16%2.64%Q4 2018Q3 202320
Tennessee Valley Asset Management Partners 20200.51%0.66%0.95%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.01%Q4 2014Q2 201920
TimesSquare Capital Management, LLC 19190.00%0.01%0.01%Q2 2013Q4 201719
Noven Financial Group, Inc. 1131.53%11.34%13.52%Q4 2014Q1 202019
Archford Capital Strategies, LLC 1360.00%0.04%0.06%Q1 2014Q2 201919
Prime Capital Investment Advisors, LLC 1710.00%0.13%0.54%Q4 2017Q3 202319
Gemmer Asset Management LLC 1410.00%0.00%0.01%Q1 2014Q1 202219
CULLEN/FROST BANKERS, INC. 19190.00%0.23%0.87%Q1 2019Q3 202319
Biondo Investment Advisors, LLC 19190.15%0.25%0.34%Q1 2019Q3 202319
GREENLEAF TRUST 19190.01%0.01%0.02%Q1 2019Q3 202319
Crewe Advisors LLC 1180.00%0.01%0.02%Q4 2017Q1 202319
L. Roy Papp & Associates, LLP 19190.03%0.04%0.05%Q1 2019Q3 202319
Evensky & Katz LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
SEI INVESTMENTS CO 19190.00%0.01%0.02%Q4 2015Q2 202019
Whitnell & Co. 19190.02%1.49%1.87%Q2 2015Q4 201919
NICOLET ADVISORY SERVICES, LLC 19190.03%0.04%0.06%Q1 2019Q3 202319
BUCKINGHAM STRATEGIC WEALTH, LLC 19190.01%0.03%0.04%Q1 2019Q3 202319
Patriot Financial Group Insurance Agency, LLC 1210.00%0.02%0.05%Q4 2016Q3 202319
Vantage Investment Advisors, LLC 1810.01%0.02%0.03%Q4 2013Q3 201819
Chicago Partners Investment Group LLC 1360.01%0.04%0.06%Q2 2017Q3 202319
IRON Financial LLC 19190.15%0.22%0.33%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 810.00%1.00%5.59%Q4 2016Q3 202319
Farmers & Merchants Trust Co of Chambersburg PA 1040.00%0.04%0.09%Q4 2016Q3 202319
Financial Advocates Investment Management 1810.02%0.06%0.23%Q2 2018Q2 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.00%Q2 2013Q4 201719
WealthTrust Axiom LLC 1410.07%0.10%0.12%Q3 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.03%0.07%Q1 2019Q3 202319
Zions Bancorporation, N.A. 19195.06%6.38%7.57%Q1 2019Q3 202319
B. Riley Wealth Advisors, Inc. 1610.00%0.19%0.64%Q2 2014Q3 202319
Intersect Capital LLC 910.01%0.09%0.29%Q4 2014Q2 202219
Private Capital Group, LLC 19190.03%0.18%0.29%Q4 2017Q2 202219
TSFG, LLC 19190.70%1.04%1.53%Q1 2019Q3 202319
VISTA CAPITAL PARTNERS, INC. 1510.03%0.04%0.05%Q3 2018Q3 202319
Texas Yale Capital Corp. 1410.01%0.02%0.02%Q3 2018Q3 202319
Sound Income Strategies, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
Argent Trust Co 19190.04%0.08%0.15%Q1 2019Q3 202319
Bedel Financial Consulting, Inc. 19190.02%0.10%0.22%Q4 2018Q2 202319
Commonwealth Equity Services, Inc 18180.88%0.97%1.14%Q2 2013Q3 201718
Global Trust Asset Management, LLC 1610.29%0.85%1.58%Q3 2018Q3 202318
Ballew Advisors, Inc 1530.13%0.66%0.86%Q1 2018Q3 202318
Advisors Preferred, LLC 710.68%3.54%9.97%Q4 2013Q3 202318
Foundations Investment Advisors, LLC 18180.02%0.34%1.07%Q2 2019Q3 202318
Cypress Wealth Services, LLC 18180.06%0.10%0.15%Q4 2017Q1 202218
Verdence Capital Advisors LLC 18180.03%0.09%0.17%Q2 2019Q3 202318
BlueSky Wealth Advisors, LLC 18180.11%0.18%0.31%Q2 2019Q3 202318
McAdam, LLC 1530.01%0.26%0.43%Q1 2018Q3 202318
RELIANCE TRUST CO OF DELAWARE 1170.27%0.33%0.39%Q2 2013Q1 201918
Smith, Salley & Associates 18180.05%0.07%0.11%Q2 2019Q3 202318
Evercore Wealth Management, LLC 1210.00%0.00%0.01%Q3 2013Q4 202018
Jacobus Wealth Management, Inc. 18180.58%1.10%1.72%Q2 2013Q3 201718
Ausdal Financial Partners, Inc. 840.08%0.40%1.88%Q4 2015Q3 202318
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q3 2015Q1 202318
Ellevest, Inc. 18180.00%0.01%0.01%Q4 2018Q1 202318
Sharkey, Howes & Javer 1710.10%0.18%0.26%Q1 2015Q3 202318
FRED ALGER MANAGEMENT, LLC 610.00%0.01%0.05%Q4 2013Q3 202318
Patten Group, Inc. 1440.00%0.14%0.20%Q1 2018Q3 202318
RNC CAPITAL MANAGEMENT LLC 18180.06%0.40%0.54%Q1 2019Q2 202318
United Asset Strategies, Inc. 18180.10%0.12%0.23%Q3 2017Q4 202118
SVB WEALTH LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
FIRST MERCHANTS CORP 1710.22%0.51%0.63%Q1 2015Q3 202318
RESOURCES MANAGEMENT CORP /CT/ /ADV 1710.00%0.00%0.03%Q4 2018Q3 202318
Tradewinds Capital Management, LLC 1710.00%0.01%0.02%Q2 2015Q1 202218
COMERICA SECURITIES,INC. 1710.02%0.04%0.07%Q1 2019Q3 202318
Ameritas Investment Partners, Inc. 1710.00%0.03%0.08%Q3 2013Q2 201918
Avior Wealth Management, LLC 1620.00%0.26%0.98%Q1 2018Q3 202318
Biltmore Family Office, LLC 18180.02%0.03%0.05%Q2 2019Q3 202318
CENTAURUS FINANCIAL, INC. 1610.02%0.02%0.03%Q2 2018Q3 202317
Financial Engines Advisors L.L.C. 1520.00%0.01%0.04%Q1 2018Q3 202317
DISCIPLINED GROWTH INVESTORS INC /MN 910.01%0.07%0.48%Q4 2013Q4 202217
CCG WEALTH MANAGEMENT, LLC 1520.13%0.22%0.32%Q4 2018Q3 202317
WealthShield Partners, LLC 1070.01%0.22%0.63%Q4 2017Q3 202317
SUMMIT FINANCIAL GROUP, INC. 17170.39%0.54%0.69%Q3 2019Q3 202317
CAMG Solamere Management, LLC 17170.64%1.18%2.26%Q3 2017Q3 202117
Western Wealth Management, LLC 820.03%0.12%0.19%Q1 2019Q3 202317
SOL Capital Management CO 1520.05%0.16%0.22%Q2 2013Q1 202217
ASSOCIATED BANC-CORP 17170.02%0.07%0.25%Q3 2019Q3 202317
OneDigital Investment Advisors LLC 1010.00%0.01%0.02%Q2 2017Q3 202317
Tranquility Partners, LLC 17170.16%0.24%0.41%Q2 2019Q2 202317
Roble, Belko & Company, Inc 980.01%0.01%0.01%Q2 2019Q3 202317
Winfield Associates, Inc. 17170.02%0.03%0.03%Q4 2013Q4 201717
Community Bank, N.A. 1070.00%0.00%0.01%Q3 2017Q4 202117
WFG Advisors, LP 17170.01%0.06%0.24%Q2 2013Q2 201717
LMCG INVESTMENTS, LLC 1070.01%0.03%0.06%Q2 2013Q3 202317
White Lighthouse Investment Management Inc. 1430.07%0.09%0.12%Q1 2019Q3 202317
ERTS Wealth Advisors, LLC 1520.03%0.35%0.56%Q4 2018Q3 202317
BOYS ARNOLD & CO INC 1610.04%0.06%0.07%Q4 2013Q1 202017
Gladstone Institutional Advisory LLC 1430.06%0.13%0.66%Q2 2019Q3 202317
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
MOTCO 910.00%0.01%0.02%Q2 2013Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.04%0.05%0.07%Q4 2019Q3 202316
Horan Securities, Inc. 730.00%0.01%0.01%Q1 2019Q2 202316
Orion Portfolio Solutions, LLC 16160.05%0.12%0.34%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16162.17%2.53%3.11%Q4 2019Q3 202316
Key FInancial Inc 16160.30%0.51%0.88%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.01%0.16%0.44%Q4 2019Q3 202316
Adero Partners, LLC 16160.04%0.15%0.40%Q4 2019Q3 202316
MACROVIEW INVESTMENT MANAGEMENT LLC 16160.01%0.13%0.55%Q3 2017Q2 202116
XML Financial, LLC 16160.67%0.93%1.28%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Allworth Financial LP 1510.00%0.02%0.04%Q1 2019Q3 202316
PFG Private Wealth Management, LLC 16160.00%0.52%1.15%Q4 2019Q3 202316
Consolidated Investment Group LLC 16160.74%0.89%1.10%Q2 2013Q1 201716
Cedar Mountain Advisors, LLC 16167.12%8.95%10.59%Q4 2019Q3 202316
Jacobi Capital Management LLC 16160.01%0.01%0.02%Q4 2017Q3 202116
Venture Visionary Partners LLC 16160.07%0.12%0.20%Q4 2019Q3 202316
STEPH & CO 16160.22%0.47%0.95%Q4 2019Q3 202316
Atlantic Union Bankshares Corp 1510.00%1.13%2.22%Q1 2014Q3 202316
Bragg Financial Advisors, Inc 1410.02%0.02%0.03%Q2 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.03%0.05%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.14%0.17%0.23%Q4 2019Q3 202316
Tolleson Wealth Management, Inc. 1511.29%4.18%6.49%Q4 2018Q3 202316
Equitable Holdings, Inc. 16160.72%0.89%1.13%Q4 2019Q3 202316
SHEPHERD KAPLAN KROCHUK, LLC 16160.13%0.38%0.75%Q2 2018Q1 202216
Financial Insights, Inc. 1510.16%0.52%1.01%Q3 2019Q3 202316
WESTFIELD CAPITAL MANAGEMENT CO LP 410.00%0.01%0.05%Q4 2013Q4 202216
Financial Enhancement Group LLC 16160.02%0.02%0.02%Q1 2018Q4 202116
FINANCIAL LIFE ADVISORS 970.10%0.18%0.30%Q4 2017Q1 202216
OPPENHEIMER ASSET MANAGEMENT INC. 610.00%0.02%0.05%Q1 2017Q4 202216
Halpern Financial, Inc. 16160.10%0.14%0.21%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.04%0.06%0.08%Q4 2019Q3 202316
Reynders McVeigh Capital Management, LLC 16160.06%0.07%0.08%Q4 2019Q3 202316
Lee Financial Co 970.00%0.32%0.94%Q2 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.03%0.05%0.07%Q4 2019Q3 202316
MADISON INVESTMENT HOLDINGS INC 16160.01%0.01%0.01%Q4 2015Q3 201916
Gleason Group, Inc. 16160.02%0.02%0.03%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16160.68%1.28%2.03%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.02%0.04%0.07%Q4 2019Q3 202316
Ironwood Financial, llc 1240.00%0.01%0.01%Q4 2014Q4 201816
LINCOLN NATIONAL CORP 16160.01%0.02%0.04%Q4 2019Q3 202316
FSA Wealth Management LLC 16161.49%5.56%7.22%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.01%0.07%Q4 2019Q3 202316
Cresset Asset Management, LLC 1420.00%0.02%0.04%Q4 2018Q3 202316
BALLAST ADVISORS LLC 16160.04%0.08%0.12%Q4 2019Q3 202316
PRINCIPAL FINANCIAL GROUP INC 1510.00%0.00%0.00%Q4 2013Q3 202316
EPG Wealth Management LLC 16160.05%0.51%0.92%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.19%0.33%0.46%Q4 2017Q3 202116
HBC Financial Services, PLLC 16160.11%0.12%0.14%Q4 2019Q3 202316
Nadler Financial Group, Inc. 16160.05%0.21%0.30%Q4 2019Q3 202316
Element Wealth, LLC 16160.01%0.22%0.41%Q4 2019Q3 202316
Carlton Hofferkamp & Jenks Wealth Management, LLC 16160.12%0.16%0.22%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16160.15%0.37%1.52%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.03%0.10%0.20%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.18%1.12%3.34%Q2 2013Q1 201716
Robertson Stephens Wealth Management, LLC 1410.04%0.10%0.32%Q4 2019Q3 202315
GENEVA CAPITAL MANAGEMENT LLC 15150.01%0.03%0.09%Q1 2020Q3 202315
ARCADIA INVESTMENT MANAGEMENT CORP/MI 15150.04%0.04%0.04%Q1 2020Q3 202315
HANTZ FINANCIAL SERVICES, INC. 15156.01%7.84%9.54%Q1 2020Q3 202315
GREAT LAKES ADVISORS, LLC 15150.00%0.01%0.01%Q3 2018Q1 202215
Country Club Trust Company, n.a. 960.02%0.10%0.19%Q1 2018Q4 202115
BlackRock Investment Management, LLC 15150.00%0.01%0.01%Q2 2013Q4 201615
Essex Financial Services, Inc. 1310.04%0.10%0.14%Q2 2017Q3 202315
Acropolis Investment Management, LLC 1410.01%0.02%0.02%Q4 2019Q3 202315
Covington Capital Management 1410.00%0.00%0.00%Q3 2017Q3 202215
Advisors Capital Management, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
SII INVESTMENTS INC/WI 1210.03%0.04%0.06%Q3 2013Q4 201715
MSI Financial Services Inc 15150.04%0.07%0.16%Q2 2013Q4 201615
Argent Advisors, Inc. 15150.15%0.21%0.27%Q1 2020Q3 202315
Neuberger Berman Group LLC 610.00%0.02%0.04%Q2 2014Q4 202115
NATIONAL PLANNING CORP 1050.02%0.06%0.11%Q4 2013Q3 201715
Kistler-Tiffany Companies, LLC 1210.00%0.02%0.04%Q3 2014Q2 202315
Clarkston Capital Partners, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
Chicago Wealth Management, Inc. 1410.36%3.06%7.56%Q4 2019Q3 202315
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 15150.21%0.51%0.76%Q1 2020Q3 202315
Northeast Financial Consultants Inc 15150.02%0.04%0.06%Q1 2020Q3 202315
AdvicePeriod, LLC 15150.10%0.12%0.15%Q4 2017Q2 202115
Alpha Omega Wealth Management LLC 15150.02%0.02%0.03%Q4 2015Q2 201915
OSAIC HOLDINGS, INC. 15150.16%0.22%0.31%Q1 2020Q3 202315
Advisor Group, Inc. 15150.06%0.18%0.53%Q2 2016Q4 201915
Connecticut Wealth Management, LLC 1010.63%0.83%1.00%Q2 2019Q3 202315
Fortis Advisors, LLC 15150.02%0.05%0.09%Q3 2017Q1 202115
Cordatus Wealth Management LLC 1010.48%0.66%1.21%Q4 2018Q2 202315
Legacy Advisors, LLC 520.02%0.05%0.11%Q3 2017Q3 202315
Investors Research Corp 15150.00%0.00%0.00%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.05%0.08%Q4 2019Q3 202315
Claro Advisors LLC 15150.24%0.95%1.47%Q1 2020Q3 202315
9258 Wealth Management, LLC 1410.06%0.18%0.77%Q4 2019Q3 202315
Graypoint LLC 15150.06%0.17%0.27%Q1 2020Q3 202315
Capital Square, LLC 15150.44%0.57%0.68%Q4 2019Q2 202315
ATTICUS WEALTH MANAGEMENT, LLC 1140.43%0.74%1.41%Q4 2019Q3 202315
Platte River Wealth Advisors, LLC 1411.41%2.29%3.04%Q4 2019Q3 202315
American Family Insurance Mutual Holding Co 15155.36%13.28%45.30%Q1 2020Q3 202315
HERON FINANCIAL GROUP, LLC 15153.80%4.18%4.52%Q4 2019Q2 202315
Eudaimonia Partners, LLC 870.02%0.12%0.20%Q4 2019Q3 202315
ROMAN BUTLER FULLERTON & CO 810.10%0.29%1.94%Q4 2018Q2 202315
STOCK YARDS BANK & TRUST CO 1410.02%0.04%0.05%Q4 2019Q3 202315
CHEMICAL BANK 15150.04%0.05%0.08%Q4 2015Q2 201915
Integrated Advisors Network LLC 1310.02%0.04%0.06%Q4 2019Q3 202314
Paradigm Financial Partners, LLC 950.06%0.11%0.25%Q4 2018Q2 202214
Ellis Investment Partners, LLC 14140.01%0.02%0.02%Q2 2019Q3 202214
Global Strategic Investment Solutions, LLC 14140.06%0.28%0.52%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14141.72%2.09%2.33%Q4 2018Q1 202214
MITCHELL MCLEOD PUGH & WILLIAMS INC 14140.09%0.12%0.15%Q2 2020Q3 202314
Harborview Advisors, LLC 640.15%0.19%0.25%Q4 2017Q3 202114
CONDOR CAPITAL MANAGEMENT 14140.06%0.40%0.55%Q2 2020Q3 202314
ALLIANCEBERNSTEIN L.P. 1210.00%0.00%0.00%Q3 2014Q3 202314
SHAKESPEARE WEALTH MANAGEMENT, INC. 14140.55%0.69%0.85%Q2 2020Q3 202314
JANICZEK WEALTH MANAGEMENT, LLC 14140.04%0.05%0.07%Q2 2020Q3 202314
Financial Partners Group, Inc 14140.40%0.73%1.04%Q2 2020Q3 202314
BRAVE ASSET MANAGEMENT INC 1210.01%0.01%0.01%Q4 2013Q4 201714
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 14140.02%0.12%0.23%Q2 2020Q3 202314
Sageworth Trust Co 1310.00%0.08%0.21%Q4 2014Q1 201914
Mechanics Bank Trust Department 1310.02%0.85%1.72%Q3 2019Q3 202314
CreativeOne Wealth, LLC 1210.03%0.24%0.41%Q3 2019Q3 202314
Rice Partnership, LLC 14140.01%0.01%0.02%Q2 2019Q3 202214
FEDERATED HERMES, INC. 310.00%0.00%0.00%Q4 2013Q1 202214
Disciplined Investments, LLC 14141.01%1.51%2.14%Q4 2019Q1 202314
Darwin Wealth Management, LLC 14140.08%0.97%2.33%Q2 2020Q3 202314
Vision Capital Management, Inc. 14140.49%0.60%0.72%Q2 2020Q3 202314
Nuveen Asset Management, LLC 14140.00%0.06%0.24%Q3 2018Q4 202114
VALLEY NATIONAL ADVISERS INC 14140.00%0.00%0.00%Q2 2016Q3 201914
Soltis Investment Advisors LLC 14140.07%0.10%0.13%Q4 2019Q1 202314
Meridian Wealth Management, LLC 1310.02%0.11%0.22%Q2 2019Q3 202314
NORTHWEST WEALTH MANAGEMENT, LLC 14140.16%0.20%0.25%Q1 2018Q2 202114
Vigilant Capital Management, LLC 820.01%0.02%0.03%Q2 2018Q2 202314
S.A. Mason LLC 1220.03%0.04%0.05%Q4 2019Q3 202314
Southern Wealth Management, LLP 14140.27%1.03%1.74%Q4 2019Q1 202314
LBA Wealth Management, LLC 14140.03%0.03%0.04%Q4 2013Q1 201714
Cornerstone Wealth Management, LLC 810.01%0.06%0.26%Q1 2016Q3 202314
Madison Asset Management, LLC 1220.00%0.01%0.01%Q4 2019Q3 202314
Archer Investment Corp 950.02%0.03%0.06%Q1 2019Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.04%0.10%Q2 2013Q3 201614
BT Wealth Management LLC 950.06%0.20%0.49%Q4 2018Q2 202214
Summit X, LLC 1130.01%0.16%0.25%Q2 2017Q4 202014
Aptus Capital Advisors, LLC 760.00%0.01%0.04%Q1 2019Q3 202313
Performa Ltd (US), LLC 13130.06%0.10%0.31%Q3 2020Q3 202313
Elevated Capital Advisors, LLC 510.63%1.05%1.30%Q1 2019Q3 202313
Guidant Wealth Advisors 13131.20%2.38%4.65%Q3 2016Q3 201913
Founders Financial Alliance, LLC 13130.01%0.01%0.03%Q3 2020Q3 202313
Capital Investment Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
BURNS J W & CO INC/NY 13130.12%0.13%0.14%Q3 2013Q3 201613
BAILARD, INC. 13130.02%0.02%0.03%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.24%0.39%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.11%0.25%0.31%Q2 2013Q2 201613
Stegner Investment Associates Inc. 13130.35%0.39%0.61%Q3 2020Q3 202313
KCM INVESTMENT ADVISORS LLC 520.01%0.01%0.02%Q1 2015Q4 202113
PACIFIC FINANCIAL GROUP INC 1110.00%0.01%0.01%Q2 2013Q3 202013
Wealthspire Advisors, LLC 1210.01%0.02%0.15%Q1 2020Q3 202313
Pinnacle Wealth Management Advisory Group, LLC 850.03%0.06%0.08%Q2 2020Q3 202313
PRICE T ROWE ASSOCIATES INC /MD/ 13130.00%0.00%0.00%Q3 2020Q3 202313
MinichMacGregor Wealth Management, LLC 1210.01%0.02%0.02%Q4 2015Q4 202213
TBH Global Asset Management, LLC 810.06%0.12%0.27%Q4 2019Q3 202313
Kestra Advisory Services, LLC 13130.12%0.17%0.22%Q3 2020Q3 202313
Rinet Co LLC 630.05%0.07%0.09%Q2 2015Q3 202113
WASHINGTON CAPITAL MANAGEMENT, INC 710.34%0.62%0.88%Q1 2016Q4 201913
J.W. COLE ADVISORS, INC. 810.02%0.29%0.43%Q4 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Independence Bank of Kentucky 13130.04%0.08%0.11%Q3 2020Q3 202313
Lido Advisors, LLC 13130.01%0.01%0.03%Q3 2020Q3 202313
Spectrum Management Group, LLC 1010.00%0.00%0.01%Q4 2015Q3 202113
Affiance Financial, LLC 13130.08%0.25%0.67%Q3 2020Q3 202313
Zions Bancorporation 13132.71%5.43%9.42%Q1 2015Q1 201813
AlphaMark Advisors, LLC 1010.00%0.01%0.02%Q2 2013Q3 202013
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1210.04%0.06%0.11%Q4 2019Q3 202313
Berkshire Bank 13131.16%2.31%3.48%Q3 2020Q3 202313
Keel Point, LLC 940.04%0.08%0.19%Q2 2020Q3 202313
Wolf Group Capital Advisors 13130.12%0.27%0.52%Q3 2020Q3 202313
Kendall Capital Management 730.10%0.20%0.48%Q4 2017Q3 202313
Selective Wealth Management, Inc. 13130.00%0.00%0.00%Q3 2019Q3 202213
Bell Rock Capital LLC 13130.00%0.00%0.02%Q4 2016Q4 201913
Winslow, Evans & Crocker, Inc. 13130.01%0.01%0.01%Q4 2013Q4 201613
WINTRUST INVESTMENTS LLC 1120.04%0.08%0.12%Q2 2020Q3 202313
Miracle Mile Advisors, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
FLPUTNAM INVESTMENT MANAGEMENT CO 13130.01%0.01%0.02%Q3 2020Q3 202313
Chevy Chase Trust Holdings, LLC 720.00%0.00%0.00%Q3 2014Q4 202113
Principle Wealth Partners LLC 1210.01%0.05%0.06%Q2 2020Q3 202313
Rodgers & Associates, LTD 12126.24%6.72%7.40%Q4 2020Q3 202312
Renasant Bank 12120.46%0.73%1.00%Q4 2020Q3 202312
MainStreet Investment Advisors LLC 930.02%0.03%0.04%Q1 2020Q3 202312
Sage Mountain Advisors LLC 12120.04%0.06%0.10%Q4 2020Q3 202312
Hilltop Holdings Inc. 410.04%0.76%2.10%Q3 2013Q3 202312
David J Yvars Group 12120.20%0.34%0.50%Q4 2020Q3 202312
Smart Portfolios, LLC 710.55%1.76%2.99%Q2 2013Q4 202112
CERTUITY, LLC 12120.03%0.11%0.16%Q2 2020Q1 202312
VSR Financial Services, Inc. 12120.06%0.16%0.32%Q2 2013Q1 201612
Round Rock Advisors, LLC 12120.22%0.46%0.92%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.53%0.71%1.01%Q4 2020Q3 202312
Stratos Wealth Advisors, LLC 610.03%0.14%0.41%Q4 2018Q3 202312
DB Wealth Management Group, LLC 12120.02%0.03%0.06%Q4 2020Q3 202312
Anfield Capital Management, LLC 662.17%3.59%5.95%Q4 2019Q4 202212
BLB&B Advisors, LLC 820.02%0.04%0.07%Q1 2020Q3 202312
SITTNER & NELSON, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.02%0.03%0.04%Q4 2020Q3 202312
Baystate Wealth Management LLC 1020.00%0.06%0.12%Q4 2018Q3 202312
Wealth Management Partners, LLC 12120.56%0.81%1.06%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.09%0.13%0.23%Q4 2020Q3 202312
PrairieView Partners, LLC 1110.00%0.00%0.00%Q3 2020Q3 202312
Windsor Capital Management, LLC 510.01%0.06%0.09%Q3 2013Q3 202312
Flagship Private Wealth, LLC 12120.37%0.41%0.47%Q4 2020Q3 202312
Garde Capital, Inc. 12120.02%0.02%0.03%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.00%0.01%0.01%Q1 2019Q2 202212
SAX WEALTH ADVISORS, LLC 12120.10%0.28%0.39%Q4 2020Q3 202312
Arden Trust Co 12120.04%0.09%0.28%Q2 2019Q1 202212
TCG Advisory Services, LLC 12121.51%2.50%4.19%Q4 2020Q3 202312
YHB Investment Advisors, Inc. 750.02%0.03%0.06%Q3 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Fullen Financial Group 12120.32%0.43%0.49%Q2 2020Q1 202312
INVESTMENT CENTERS OF AMERICA INC 12120.05%0.06%0.08%Q4 2014Q3 201712
Old North State Trust, LLC 12120.03%0.17%0.27%Q4 2020Q3 202312
Savant Capital, LLC 12120.01%0.04%0.08%Q4 2020Q3 202312
TOWNSQUARE CAPITAL LLC 620.01%0.02%0.02%Q2 2019Q3 202312
Lowe Wealth Advisors, LLC 12120.01%0.01%0.01%Q1 2021Q4 202312
Fluent Financial, LLC 12120.12%2.39%3.78%Q4 2019Q3 202212
Legal & General Group Plc 610.00%0.00%0.00%Q1 2020Q2 202312
FOUNDERS FINANCIAL SECURITIES LLC 610.04%0.29%2.99%Q1 2014Q3 202312
Kore Private Wealth LLC 12120.02%0.09%0.16%Q4 2018Q3 202112
Dana Investment Advisors, Inc. 510.01%0.01%0.02%Q3 2015Q3 202312
CoreFirst Bank & Trust 12120.07%0.08%0.08%Q4 2020Q3 202312
Capital Bank & Trust Co 1020.00%0.00%0.00%Q4 2017Q1 202112
Insight Wealth Strategies, LLC 12120.04%0.96%3.77%Q2 2019Q1 202212
Octavia Wealth Advisors, LLC 12121.28%1.93%2.56%Q4 2020Q3 202312
HHG & Company, LLC 12120.14%0.30%0.38%Q2 2013Q1 201612
Braun-Bostich & Associates Inc. 1110.45%3.52%6.67%Q1 2019Q1 202212
WealthOne, LLC 1110.04%0.25%0.38%Q4 2018Q4 202112
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.03%0.05%0.13%Q4 2020Q3 202312
Royal Fund Management, LLC 750.00%0.01%0.02%Q4 2016Q1 202012
Falcon Wealth Planning 12123.48%3.73%3.99%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
JOYN Advisors, Inc. 410.00%0.27%2.40%Q2 2013Q4 201812
EDMOND DE ROTHSCHILD HOLDING S.A. 12120.00%0.01%0.02%Q4 2020Q3 202312
Sequoia Financial Advisors, LLC 840.01%0.02%0.05%Q3 2020Q3 202312
Ratio Wealth Group 920.50%0.91%1.69%Q4 2020Q3 202311
Regal Wealth Group, Inc. 11110.00%0.60%3.01%Q4 2019Q2 202211
ASPIRIANT HOLDINGS S3, LLC 11110.15%0.21%0.24%Q2 2013Q4 201511
Hills Bank & Trust Co 11110.02%0.02%0.02%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
LOWE BROCKENBROUGH & CO INC 11110.05%0.06%0.08%Q1 2021Q3 202311
WealthPLAN Partners, LLC 510.00%0.03%0.07%Q4 2015Q4 202311
Independent Portfolio Consultants, Inc. 11110.02%0.12%0.34%Q1 2014Q3 201611
StoneX Group Inc. 830.14%0.20%0.29%Q1 2020Q3 202311
WEST BANCORPORATION INC 430.13%0.17%0.25%Q4 2019Q3 202311
STEEL GROVE CAPITAL ADVISORS, LLC 740.03%0.05%0.06%Q3 2015Q3 201811
TRUEWEALTH LLC 11110.06%0.07%0.08%Q4 2017Q2 202011
HWG Holdings LP 310.00%1.77%6.02%Q2 2019Q4 202311
Spire Wealth Management 11110.02%0.04%0.06%Q1 2021Q3 202311
PIONEER TRUST BANK N A/OR 740.06%0.07%0.08%Q3 2020Q3 202311
Redhawk Wealth Advisors, Inc. 520.06%1.55%8.63%Q4 2018Q3 202311
Burleson & Company, LLC 11110.00%0.09%0.24%Q4 2019Q2 202211
SIMPLEX TRADING, LLC 410.00%0.01%0.03%Q1 2016Q2 202311
BTR CAPITAL MANAGEMENT INC 11110.08%0.13%0.18%Q1 2020Q3 202211
MEITAV INVESTMENT HOUSE LTD 11110.00%0.01%0.01%Q1 2021Q3 202311
CAHILL FINANCIAL ADVISORS INC 740.04%0.06%0.09%Q4 2020Q3 202311
SHEETS SMITH WEALTH MANAGEMENT 740.03%0.04%0.04%Q3 2020Q3 202311
Midwest Professional Planners, LTD. 410.33%1.41%2.43%Q4 2017Q2 202311
Sierra Capital LLC 11110.02%0.15%0.31%Q1 2021Q3 202311
Virtu Financial LLC 610.02%0.05%0.10%Q4 2014Q4 201911
Investors Capital Advisory Services 11110.04%0.07%0.11%Q4 2013Q2 201611
CONFLUENCE INVESTMENT MANAGEMENT LLC 11110.01%0.31%0.66%Q1 2015Q3 201711
Wagner Wealth Management, LLC 610.00%0.06%0.12%Q4 2017Q4 202211
DT Investment Partners, LLC 510.02%0.03%0.07%Q2 2015Q3 202311
Concord Wealth Partners 740.01%0.02%0.03%Q4 2020Q3 202311
Capital Wealth Alliance, LLC 11111.14%2.22%2.70%Q1 2020Q3 202211
StrongBox Wealth, LLC 11110.24%0.59%0.86%Q1 2020Q3 202211
ARGI Investment Services, LLC 11110.01%0.03%0.04%Q2 2020Q4 202211
Sowell Financial Services LLC 720.00%0.13%0.74%Q4 2018Q3 202311
ROWLAND CARMICHAEL ADVISORS INC /ADV 11110.00%0.00%0.01%Q1 2016Q3 201811
Golden State Wealth Management, LLC 710.26%0.43%0.59%Q1 2019Q1 202211
Clearview Wealth Advisors LLC 11110.02%0.05%0.13%Q4 2020Q2 202311
WestHill Financial Advisors, Inc. 921.84%1.98%2.24%Q4 2020Q3 202311
Squar Milner Financial Services LLC 11110.18%0.42%0.80%Q4 2017Q2 202011
Ameritas Investment Company, LLC 11110.04%0.35%0.66%Q1 2019Q3 202111
PARK AVENUE SECURITIES LLC 810.02%0.03%0.04%Q1 2019Q3 202311
Lindbrook Capital, LLC 11110.00%0.00%0.00%Q4 2018Q2 202111
Arete Wealth Advisors, LLC 610.02%0.06%0.10%Q3 2017Q3 202311
Ironwood Investment Counsel, LLC 710.05%0.08%0.29%Q1 2016Q3 202311
True North Advisors, LLC 640.06%0.09%0.11%Q4 2019Q3 202310
West Branch Capital LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Tarbox Family Office, Inc. 910.01%0.01%0.02%Q4 2013Q1 202210
COMERICA SECURITIES INC 730.03%0.05%0.12%Q1 2016Q3 201810
EMFO, LLC 10100.22%0.30%0.41%Q2 2021Q3 202310
Permanens Capital L.P. 10100.01%0.02%0.04%Q1 2019Q2 202110
GPS Wealth Strategies Group, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
MARK SHEPTOFF FINANCIAL PLANNING, LLC 820.00%0.01%0.03%Q3 2019Q3 202310
Horst & Graben Wealth Management LLC 10100.44%1.21%2.02%Q2 2021Q3 202310
BAHL & GAYNOR INC 10100.00%0.00%0.01%Q4 2015Q1 201810
EVERMAY WEALTH MANAGEMENT LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
Renaissance Technologies 310.00%0.00%0.00%Q3 2018Q2 202310
N.E.W. Advisory Services LLC 610.03%0.04%0.08%Q4 2020Q3 202310
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 10100.09%0.11%0.25%Q4 2015Q1 201810
One Day In July LLC 640.06%0.09%0.11%Q3 2020Q3 202310
Brick & Kyle, Associates 10100.02%0.02%0.02%Q4 2014Q1 201710
SMITH CHAS P & ASSOCIATES PA CPAS 640.02%0.02%0.02%Q4 2020Q3 202310
CANADA PENSION PLAN INVESTMENT BOARD 10100.00%0.04%0.08%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.07%0.08%0.12%Q1 2021Q3 202310
Cordant, Inc. 10100.00%0.03%0.05%Q4 2019Q1 202210
HC FINANCIAL ADVISORS INC 10100.00%0.00%0.01%Q1 2020Q2 202210
Domani Wealth, LLC 910.07%0.17%0.36%Q1 2015Q1 202210
CLEAR INVESTMENT RESEARCH, LLC 10100.18%0.37%0.60%Q3 2018Q4 202010
PSI Advisors, LLC 910.03%0.04%0.04%Q4 2019Q3 202310
DAGCO, INC. 10100.12%0.23%0.32%Q4 2020Q1 202310
FIFTH THIRD SECURITIES, INC. 610.54%0.72%1.17%Q3 2018Q3 202310
Harfst & Associates, Inc. 520.04%0.06%0.09%Q2 2015Q4 202110
Pegasus Partners Ltd. 640.04%0.09%0.45%Q4 2020Q3 202310
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.03%0.06%0.24%Q4 2019Q3 202310
Ten Capital Wealth Advisors, LLC 10100.01%0.02%0.06%Q4 2020Q1 202310
BRADLEY FOSTER & SARGENT INC/CT 820.01%0.01%0.02%Q1 2018Q3 202310
KING LUTHER CAPITAL MANAGEMENT CORP 820.00%0.00%0.00%Q2 2019Q3 202310
CITY NATIONAL BANK 10100.10%0.11%0.15%Q2 2013Q3 201510
Clear Harbor Asset Management, LLC 910.00%0.29%0.42%Q4 2019Q3 202310
Sound View Wealth Advisors Group, LLC 10100.10%0.17%0.24%Q2 2021Q3 202310
Homrich & Berg 10100.01%0.01%0.02%Q2 2019Q3 202110
WEALTHSOURCE PARTNERS, LLC 610.01%0.02%0.04%Q2 2019Q2 202310
Summit Financial, LLC 10100.04%0.06%0.06%Q2 2021Q3 202310
Accel Wealth Management 10100.00%0.00%0.02%Q4 2020Q1 202310
Catamount Wealth Management 10100.00%0.00%0.01%Q4 2016Q1 201910
Nicholas Hoffman & Company, LLC. 10100.01%0.02%0.06%Q2 2021Q3 202310
Apollon Wealth Management, LLC 810.01%0.04%0.08%Q2 2020Q2 202310
Lloyd Advisory Services, LLC. 10100.04%0.08%0.10%Q4 2019Q1 202210
Lion Street Advisors, LLC 910.24%0.61%2.57%Q4 2019Q3 202310
Corbenic Partners LLC 910.00%0.03%0.04%Q3 2013Q3 201710
HRT FINANCIAL LP 410.01%0.04%0.10%Q2 2020Q3 202310
Avidian Wealth Solutions, LLC 10100.02%0.18%0.26%Q2 2020Q3 202210
Omnia Family Wealth, LLC 10100.07%0.08%0.09%Q4 2016Q1 201910
Stratos Investment Management, LLC 10100.04%0.08%0.17%Q2 2021Q3 202310
FINANCIAL MANAGEMENT NETWORK INC 10100.11%0.15%0.20%Q4 2020Q1 202310
First City Capital Management, Inc. 990.01%0.01%0.01%Q1 2014Q1 20169
American Money Management, LLC 810.05%0.10%0.19%Q2 2014Q2 20239
Badgley Phelps Wealth Managers, LLC 990.62%0.67%0.76%Q3 2021Q3 20239
Intellectus Partners, LLC 810.00%0.00%0.00%Q4 2016Q1 20199
Virtus Investment Advisers, Inc. 990.22%0.52%1.86%Q2 2013Q2 20159
TimeScale Financial, Inc. 990.00%0.00%0.00%Q2 2021Q2 20239
FIRST MANHATTAN CO. LLC. 410.00%0.00%0.00%Q1 2014Q1 20239
Cedar Brook Financial Partners, LLC 990.14%0.16%0.21%Q3 2021Q3 20239
Integrated Wealth Management 990.07%0.08%0.09%Q1 2015Q1 20179
MA Private Wealth 990.05%0.36%1.14%Q4 2018Q4 20209
TCTC Holdings, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
AlphaStar Capital Management, LLC 990.02%0.03%0.05%Q2 2020Q2 20229
BREMER TRUST NATIONAL ASSOCIATION 990.06%0.07%0.08%Q4 2016Q4 20189
J. W. Coons Advisors, LLC 630.06%0.08%0.09%Q4 2020Q3 20239
Argentus Capital Management, LLC 520.02%0.26%0.49%Q2 2013Q3 20169
IAG Wealth Partners, LLC 990.01%0.01%0.02%Q4 2019Q4 20219
Golden State Equity Partners 630.23%0.45%0.86%Q4 2020Q3 20239
ST GERMAIN D J CO INC 990.16%0.44%0.62%Q4 2015Q4 20179
SCOTIA CAPITAL INC. 540.00%0.00%0.00%Q3 2018Q2 20239
COMMERZBANK AKTIENGESELLSCHAFT /FI 990.00%0.00%0.02%Q1 2018Q1 20209
ADVANTAGE INVESTMENT MANAGEMENT, LLC 610.00%0.01%0.02%Q1 2015Q2 20199
Center for Financial Planning, Inc. 810.00%0.01%0.02%Q4 2019Q4 20229
PagnatoKarp Partners LLC 990.05%0.08%0.16%Q1 2018Q1 20209
TNF LLC 990.13%0.18%0.25%Q3 2021Q3 20239
WC Walker & Associates, Inc. 990.21%0.32%0.66%Q4 2020Q4 20229
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Dentgroup LLC 991.15%1.67%3.12%Q4 2021Q4 20239
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.01%Q3 2021Q3 20239
WELCH & FORBES LLC 710.00%0.00%0.01%Q1 2019Q4 20219
Confluence Wealth Management LLC 990.10%0.14%0.19%Q4 2014Q4 20169
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.03%Q2 2013Q2 20159
Brand Asset Management Group, Inc. 990.02%0.02%0.02%Q1 2019Q1 20219
Gryphon Financial Partners LLC 420.02%0.05%0.07%Q4 2017Q3 20239
Carnegie Capital Asset Management, LLC 810.01%0.02%0.02%Q3 2018Q3 20239
Stonebridge Financial Planning Group, LLC 990.03%0.05%0.06%Q4 2019Q4 20219
Laird Norton Wetherby Wealth Management, LLC 720.02%0.04%0.06%Q3 2017Q4 20199
EVERGREEN CAPITAL MANAGEMENT LLC 330.01%0.29%0.96%Q2 2013Q3 20239
RHS Financial, LLC 540.19%0.26%0.30%Q1 2019Q2 20219
SteelBridge Private Wealth Advisors LLC 990.47%1.51%3.37%Q1 2016Q1 20189
OAK HARBOR WEALTH PARTNERS, LLC 880.48%0.55%0.67%Q4 2021Q3 20238
Personal Capital Advisors Corp 710.00%0.00%0.00%Q3 2020Q4 20228
PACIFIC SUN FINANCIAL CORP 610.14%0.15%0.18%Q3 2020Q2 20238
ZACKS INVESTMENT MANAGEMENT 710.00%0.01%0.01%Q3 2020Q3 20228
Intergy Private Wealth, LLC 880.54%0.81%0.94%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.03%0.05%0.11%Q2 2013Q1 20158
HFG Advisors, Inc. 880.35%0.39%0.47%Q4 2021Q3 20238
Busey Bank 880.01%0.01%0.01%Q4 2021Q3 20238
PACK Private Wealth, LLC 880.66%0.71%0.86%Q4 2021Q3 20238
Costello Asset Management, INC 880.00%0.00%0.01%Q2 2020Q1 20228
Kowal Investment Group, LLC 880.08%0.15%0.26%Q4 2020Q3 20228
Faithward Advisors, LLC 440.00%0.01%0.02%Q4 2019Q3 20238
Dakota Wealth Management 880.03%0.06%0.09%Q3 2019Q2 20218
Viewpoint Capital Management LLC 880.44%0.47%0.50%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 880.68%0.71%0.79%Q4 2021Q3 20238
Mechanics Financial Corp 880.02%0.03%0.03%Q4 2021Q3 20238
TAGStone Capital, Inc. 882.38%2.50%2.86%Q4 2021Q3 20238
Peloton Wealth Strategists 880.62%0.69%0.72%Q4 2021Q3 20238
CIBC WORLD MARKET INC. 710.00%0.00%0.00%Q4 2020Q3 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 880.05%0.06%0.08%Q1 2020Q4 20218
PARAGON FINANCIAL PARTNERS, INC. 880.33%0.42%0.72%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 310.00%0.16%0.67%Q4 2013Q3 20238
HIGH POINTE CAPITAL MANAGEMENT LLC 880.31%2.25%4.50%Q1 2020Q4 20218
Csenge Advisory Group 510.01%0.10%0.34%Q4 2018Q3 20238
KilterHowling LLC 880.23%0.26%0.29%Q4 2021Q3 20238
Red Tortoise LLC 440.30%0.34%0.42%Q3 2021Q3 20238
First International Bank & Trust 880.15%2.98%4.90%Q4 2021Q3 20238
STRATEGIC WEALTH MANAGEMENT INC 711.25%1.96%4.37%Q3 2014Q4 20218
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Wealth Alliance 880.04%0.08%0.21%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.46%0.53%0.68%Q4 2021Q3 20238
EASTERLY INVESTMENT PARTNERS LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.08%0.09%0.10%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.02%0.02%0.02%Q2 2013Q1 20158
LODESTAR INVESTMENT COUNSEL LLC/IL 880.07%0.07%0.08%Q3 2017Q2 20198
GREENUP STREET WEALTH MANAGEMENT LLC 880.10%1.30%3.58%Q4 2021Q3 20238
Hartford Financial Management Inc. 710.00%0.01%0.01%Q3 2017Q4 20198
Your Advocates Ltd., LLP 530.00%0.01%0.01%Q1 2020Q3 20238
MAS Advisors LLC 880.27%0.38%0.45%Q4 2021Q3 20238
Widmann Financial Services, Inc. 882.48%2.84%3.14%Q4 2021Q3 20238
Summit Trail Advisors, LLC 530.01%0.02%0.02%Q3 2021Q3 20238
Dynamic Advisor Solutions LLC 880.02%0.02%0.04%Q4 2020Q3 20228
Revolve Wealth Partners, LLC 880.15%0.19%0.26%Q4 2021Q3 20238
Lumature Wealth Partners, LLC 880.01%0.01%0.01%Q3 2021Q2 20238
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
SOUTHERN CAPITAL ADVISORS, LLC 885.16%6.32%7.05%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.16%0.20%0.28%Q4 2021Q3 20238
CRA Financial Services, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Next Capital Management LLC 440.01%0.20%0.54%Q4 2018Q3 20238
Perfromance Wealth Partners, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.01%0.01%0.01%Q1 2017Q4 20188
Rockwood Wealth Management, LLC 880.12%0.25%0.51%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.14%0.25%0.44%Q4 2021Q3 20238
Stephens Consulting, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
BANK OF THE WEST 880.04%0.05%0.06%Q4 2014Q3 20168
Hofer & Associates. Inc 882.23%2.43%2.72%Q4 2021Q3 20238
ETFIDEA, LLC 880.42%0.54%0.77%Q4 2021Q3 20238
Waypoint Capital Advisors, LLC 880.25%0.36%0.72%Q4 2021Q3 20238
COZAD ASSET MANAGEMENT INC 880.03%0.14%0.19%Q2 2020Q1 20228
RTD Financial Advisors, Inc. 883.28%3.78%4.12%Q4 2021Q3 20238
Level Financial Advisors 880.00%0.01%0.03%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.25%0.35%0.64%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.01%0.01%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.43%0.61%1.06%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.04%0.06%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Holland Advisory Services, Inc. 881.04%1.92%4.28%Q4 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.01%0.01%0.03%Q1 2022Q4 20238
FIRST INTERSTATE BANK 710.00%0.01%0.01%Q1 2016Q4 20188
Cassady Schiller Wealth Management, LLC 880.15%0.32%0.45%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.07%0.30%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.12%0.16%0.21%Q4 2021Q3 20238
FLAGSTAR ADVISORS INC 530.11%0.15%0.27%Q3 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.02%0.05%0.06%Q2 2013Q1 20158
BOK Financial Private Wealth, Inc. 610.01%0.02%0.04%Q4 2014Q3 20238
Realta Investment Advisors 420.01%0.01%0.02%Q1 2019Q3 20238
Horrell Capital Management, Inc. 880.01%0.07%0.10%Q2 2013Q1 20158
DIVIDEND ASSETS CAPITAL, LLC 710.00%0.00%0.00%Q2 2013Q3 20238
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.37%0.47%0.52%Q4 2018Q3 20208
North Star Investment Management Corp. 880.01%0.01%0.01%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
CITIZENS FINANCIAL GROUP INC/RI 620.00%0.00%0.01%Q1 2019Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
HOERTKORN RICHARD CHARLES 880.08%0.08%0.09%Q3 2015Q2 20178
Eagle Strategies LLC 880.63%0.86%1.27%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
LOWERY THOMAS, LLC 882.37%3.44%5.00%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.07%0.46%0.88%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.10%0.12%0.17%Q4 2021Q3 20238
Taylor & Morgan Wealth Management, LLC 880.81%1.19%2.07%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.32%0.38%0.44%Q4 2021Q3 20238
VANCE WEALTH, INC. 771.40%2.00%2.22%Q1 2022Q3 20237
TCF National Bank 770.05%0.07%0.08%Q3 2019Q1 20217
Total Clarity Wealth Management, Inc. 210.00%0.33%1.32%Q4 2019Q3 20237
UNITED BANK, INC. 770.08%0.09%0.10%Q3 2013Q1 20157
DUMONT & BLAKE INVESTMENT ADVISORS LLC 770.56%0.61%0.64%Q2 2020Q4 20217
SkyOak Wealth, LLC 770.08%0.09%0.11%Q1 2022Q3 20237
ATWOOD & PALMER INC 410.00%0.00%0.00%Q3 2016Q3 20237
Placemark Investments, Inc. 770.06%0.08%0.11%Q2 2013Q4 20147
Estate Counselors, LLC 520.23%1.24%2.62%Q3 2021Q3 20237
AMJ Financial Wealth Management 320.08%0.23%0.41%Q4 2020Q3 20237
FULTON BANK, N.A. 430.02%0.06%0.19%Q3 2013Q4 20157
MARINER INDEPENDENT ADVISOR NETWORK, LLC 430.05%0.07%0.10%Q4 2020Q3 20227
L.M. KOHN & COMPANY 770.20%0.23%0.26%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.01%0.02%0.03%Q2 2019Q1 20217
Pinnacle Summer Investments, Inc. 770.00%0.47%0.98%Q2 2014Q4 20157
CANANDAIGUA NATIONAL BANK & TRUST CO 430.09%0.13%0.15%Q2 2017Q1 20207
PDS Planning, Inc 610.03%0.05%0.07%Q4 2020Q2 20237
TCG Advisors, LP 774.45%5.46%7.02%Q4 2018Q2 20207
BAROMETER CAPITAL MANAGEMENT INC. 520.07%0.22%0.53%Q1 2014Q2 20187
Camarda Financial Advisors, LLC 610.00%0.02%0.16%Q4 2013Q4 20157
Trexquant Investment LP 410.02%0.04%0.08%Q3 2019Q1 20237
CONNING INC. 770.02%0.10%0.17%Q1 2022Q3 20237
Donald L. Hagan, LLC 772.15%4.01%5.19%Q4 2014Q2 20167
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 610.02%0.02%0.02%Q4 2019Q3 20217
Northern Capital Management, Inc. 773.50%7.72%9.03%Q4 2020Q2 20227
CT Financial Advisors LLC 610.03%0.03%0.04%Q1 2014Q1 20167
MONEY CONCEPTS CAPITAL CORP 520.05%0.23%0.48%Q4 2020Q4 20227
Field & Main Bank 610.00%0.01%0.02%Q3 2020Q3 20237
Clean Yield Group 310.01%0.01%0.02%Q1 2015Q4 20227
WEDBUSH SECURITIES INC 520.01%0.02%0.02%Q1 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.11%0.13%0.17%Q1 2022Q3 20237
Colorado Capital Management, Inc. 610.13%0.15%0.17%Q1 2018Q4 20197
ParenteBeard Wealth Management, LLC 770.11%0.20%0.26%Q2 2013Q4 20147
TWO SIGMA INVESTMENTS, LP 310.00%0.01%0.02%Q1 2014Q3 20187
First Western Trust Bank 770.02%0.04%0.06%Q1 2022Q3 20237
WISCONSIN CAPITAL MANAGEMENT LLC 770.23%0.24%0.25%Q2 2013Q4 20147
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 771.82%8.82%11.54%Q3 2013Q1 20157
Renaissance Investment Group LLC 410.06%0.08%0.09%Q4 2017Q2 20217
Merriman Wealth Management, LLC 310.01%0.35%0.84%Q3 2013Q4 20217
Bensler, LLC 770.14%0.15%0.17%Q1 2022Q3 20237
Horizons Wealth Management 770.03%0.03%0.03%Q2 2022Q4 20237
Transform Wealth, LLC 610.08%0.20%0.28%Q3 2018Q2 20207
Cahill Wealth Management, LLC 770.19%0.39%0.79%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.05%0.07%Q1 2022Q3 20237
REDW Wealth LLC 770.07%0.08%0.09%Q3 2020Q1 20227
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.01%0.07%0.17%Q4 2021Q3 20237
HB Wealth Management, LLC 430.00%0.00%0.01%Q4 2021Q3 20237
Joel Isaacson & Co., LLC 770.00%0.00%0.00%Q2 2015Q4 20167
Cobble Hill Financial Services, INC 776.02%6.50%6.89%Q1 2013Q3 20147
WITTENBERG INVESTMENT MANAGEMENT, INC. 770.04%0.11%0.12%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.09%0.10%0.11%Q4 2021Q2 20237
Investments & Financial Planning, LLC 431.58%1.86%2.16%Q4 2021Q3 20237
Franklin, Parlapiano, Turner & Welch, LLC 770.02%0.02%0.02%Q3 2015Q1 20177
Ferris Capital, LLC 510.02%0.06%0.28%Q2 2017Q2 20217
American Trust 770.02%0.03%0.05%Q1 2022Q3 20237
WoodTrust Financial Corp 770.04%0.07%0.11%Q3 2020Q1 20227
Mill Capital Management, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Qube Research & Technologies Ltd 510.00%0.02%0.07%Q4 2019Q2 20237
55I, LLC 770.02%0.03%0.05%Q1 2021Q3 20227
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.04%0.06%Q2 2013Q4 20147
Winthrop Partners - WNY, LLC 770.06%0.06%0.08%Q1 2018Q3 20197
CX Institutional 310.00%0.02%0.06%Q2 2020Q4 20227
Mariner Wealth Advisors-Cincinnati, LLC 770.02%0.02%0.02%Q1 2017Q3 20187
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 430.00%0.02%0.04%Q3 2016Q2 20187
Vectors Research Management, LLC 770.01%0.01%0.01%Q2 2020Q4 20217
Wealthfront Advisers LLC 770.00%0.00%0.00%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.02%0.10%Q1 2021Q4 20227
Princeton Global Asset Management LLC 520.02%0.14%0.44%Q1 2020Q4 20217
Cypress Capital Group 770.04%0.07%0.12%Q1 2022Q3 20237
Wolff Financial Management LLC 610.14%0.41%0.70%Q4 2021Q3 20237
Rockbridge Investment Management, LCC 770.03%0.04%0.04%Q2 2020Q4 20217
SAGE RHINO CAPITAL LLC 770.07%0.08%0.09%Q1 2022Q3 20237
TRANSCEND CAPITAL ADVISORS, LLC 770.04%0.04%0.04%Q1 2022Q3 20237
Kovack Advisors, Inc. 660.03%0.03%0.03%Q1 2021Q2 20226
Marks Group Wealth Management, Inc 660.74%0.86%1.17%Q3 2020Q4 20216
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.01%0.01%Q2 2022Q3 20236
Snowden Capital Advisors LLC 310.00%0.02%0.05%Q4 2018Q2 20236
Trilogy Capital Inc. 420.01%0.03%0.04%Q2 2018Q3 20236
Insight Advisors, LLC/ PA 510.05%0.10%0.13%Q4 2020Q2 20236
Stiles Financial Services Inc 330.13%0.14%0.18%Q4 2021Q3 20236
MONARCH CAPITAL MANAGEMENT INC/ 330.06%0.07%0.07%Q3 2021Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 661.14%1.27%1.38%Q4 2020Q1 20226
Strategic Wealth Partners, Ltd. 660.01%0.01%0.01%Q4 2017Q1 20196
Mount Yale Investment Advisors, LLC 420.02%0.04%0.10%Q4 2021Q3 20236
Madison Wealth Partners, Inc 420.10%0.12%0.13%Q2 2021Q3 20236
LITTLE HOUSE CAPITAL LLC 330.21%0.69%1.81%Q2 2020Q4 20216
Destiny Wealth Partners, LLC 660.02%0.05%0.08%Q4 2020Q1 20226
Great Diamond Partners, LLC 510.01%0.89%2.67%Q4 2019Q4 20216
BINGHAM OSBORN & SCARBOROUGH LLC 660.05%0.05%0.05%Q2 2014Q3 20156
ROSENBLUM SILVERMAN SUTTON S F INC /CA 660.07%0.08%0.09%Q4 2020Q1 20226
TWO SIGMA SECURITIES, LLC 210.00%0.35%1.20%Q1 2016Q1 20216
Nachman Norwood & Parrott, Inc 510.03%0.03%0.05%Q2 2019Q2 20216
JOURNEY STRATEGIC WEALTH LLC 510.01%0.10%0.46%Q4 2021Q2 20236
Dougherty Wealth Advisers LLC 660.98%1.40%1.94%Q4 2018Q1 20206
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Tradition Wealth Management, LLC 660.01%0.15%0.36%Q4 2020Q1 20226
Moloney Securities Asset Management, LLC 510.04%0.08%0.27%Q1 2019Q3 20216
City State Bank 660.01%0.01%0.01%Q1 2022Q2 20236
Trail Ridge Investment Advisors, LLC 660.23%0.25%0.26%Q2 2022Q3 20236
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.01%0.02%Q3 2019Q4 20206
Hirtle Callaghan & Co LLC 660.02%0.14%0.34%Q3 2021Q4 20226
Investmark Advisory Group LLC 420.20%0.31%0.54%Q4 2021Q3 20236
Worth Asset Management, LLC 660.00%0.00%0.01%Q1 2022Q2 20236
CGN Advisors LLC 660.03%0.06%0.19%Q3 2022Q4 20236
IFC Holdings Incorporated/FL 310.02%0.03%0.04%Q3 2013Q4 20176
Ritter Daniher Financial Advisory LLC / DE 660.52%0.67%0.97%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.01%0.02%0.02%Q2 2022Q3 20236
Paragon Wealth Strategies, LLC 660.98%2.42%7.94%Q4 2020Q1 20226
American Financial Network Advisory Services LLC 660.04%0.43%0.67%Q3 2017Q4 20186
EPIQ Capital Group, LLC 660.03%0.03%0.04%Q2 2020Q3 20216
Orgel Wealth Management, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Kernodle & Katon Asset Management Group, LLC 660.08%0.18%0.24%Q4 2015Q1 20176
Proficio Capital Partners LLC 311.45%2.36%3.43%Q1 2019Q3 20236
Hayden Royal, LLC 410.11%0.17%0.29%Q2 2019Q4 20216
MATHER GROUP, LLC. 510.00%0.01%0.01%Q4 2019Q4 20216
Intrepid Financial Planning Group LLC 661.23%1.27%1.31%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.11%0.14%0.18%Q2 2013Q3 20146
Visionary Wealth Advisors 510.02%0.06%0.27%Q4 2021Q2 20236
AMERICAN CENTURY COMPANIES INC 310.00%0.05%0.13%Q2 2013Q2 20196
Anchor Investment Management, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
UBS AG 660.08%0.13%0.21%Q2 2013Q3 20146
COUNTRY CLUB BANK /GFN 660.10%0.17%0.25%Q2 2022Q3 20236
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q3 2017Q2 20236
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 510.02%0.04%0.05%Q1 2021Q2 20236
Biltmore Capital Advisors LLC 660.05%0.08%0.11%Q3 2020Q4 20216
Aprio Wealth Management, LLC 210.32%1.03%1.92%Q4 2019Q3 20236
WFA of San Diego, LLC 210.03%0.05%0.08%Q3 2021Q3 20236
Evanson Asset Management, LLC 660.02%0.03%0.04%Q4 2020Q1 20226
Lighthouse Financial Advisors, Inc. 661.85%2.10%2.32%Q4 2019Q1 20216
Fisher Asset Management, LLC 310.00%0.00%0.00%Q4 2020Q3 20236
Edge Advisors, LLC 660.01%0.01%0.01%Q1 2017Q2 20186
VAUGHAN DAVID INVESTMENTS LLC/IL 660.01%0.01%0.01%Q2 2022Q3 20236
ROVIN CAPITAL /UT/ /ADV 330.10%0.14%0.23%Q1 2022Q3 20236
RWA WEALTH PARTNERS, LLC 310.02%0.04%0.04%Q4 2018Q3 20236
NewSquare Capital LLC 420.00%0.00%0.00%Q2 2015Q3 20236
OAK RIDGE INVESTMENTS LLC 210.01%0.03%0.11%Q4 2014Q4 20186
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Pallas Capital Advisors LLC 660.03%0.05%0.08%Q2 2021Q3 20226
SteelPeak Wealth, LLC 310.01%0.02%0.03%Q4 2019Q4 20216
Spotlight Asset Group, Inc. 661.84%1.98%2.23%Q2 2020Q3 20216
Knott David M Jr 660.02%0.02%0.03%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 661.11%1.26%1.43%Q4 2020Q1 20226
FIRST HORIZON CORP 410.01%0.02%0.03%Q2 2013Q2 20215
Amplius Wealth Advisors, LLC 410.01%0.04%0.07%Q4 2021Q3 20235
Colonial Trust Advisors 550.01%0.01%0.01%Q3 2022Q3 20235
Lake Point Wealth Management 320.00%0.00%0.02%Q4 2018Q1 20205
BerganKDV Wealth Management, LLC 410.00%0.00%0.01%Q2 2018Q1 20235
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Versant Capital Management, Inc 550.00%0.00%0.00%Q4 2022Q4 20235
Aevitas Wealth Management, Inc. 550.01%0.01%0.01%Q1 2018Q1 20195
Stanford Investment Group, Inc. 550.01%0.01%0.01%Q4 2014Q4 20155
CenterStar Asset Management, LLC 220.05%0.09%0.17%Q1 2022Q2 20225
TRUST CO OF VIRGINIA /VA 550.02%0.02%0.03%Q4 2020Q4 20215
Activest Wealth Management 410.00%0.01%0.01%Q1 2021Q3 20235
Hoover Financial Advisors, Inc. 550.00%0.04%0.08%Q2 2020Q2 20215
MASTRAPASQUA ASSET MANAGEMENT INC 410.04%0.04%0.04%Q3 2018Q4 20195
Hall Private Wealth Advisors 410.11%0.19%0.26%Q4 2020Q1 20225
ALPS ADVISORS INC 550.00%0.01%0.02%Q1 2015Q1 20165
Strategic Capital Alternatives LLC 550.44%0.73%1.12%Q3 2014Q3 20155
Jackson Hole Capital Partners, LLC 550.11%0.12%0.12%Q3 2022Q3 20235
Fairhaven Wealth Management, LLC 550.09%0.12%0.16%Q3 2020Q3 20215
Beacon Pointe Wealth Advisors, LLC 550.08%0.09%0.10%Q4 2018Q4 20195
NORTHWEST INVESTMENT COUNSELORS, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Visionary Asset Management, Inc. 210.06%0.17%0.38%Q2 2013Q3 20185
MONETARY MANAGEMENT GROUP INC 550.05%0.06%0.12%Q3 2022Q3 20235
CLARK FINANCIAL SERVICES GROUP INC /BD 555.08%5.50%5.82%Q1 2021Q1 20225
Advisory Alpha, LLC 410.01%0.02%0.02%Q1 2022Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 320.00%0.04%0.17%Q1 2022Q3 20235
America First Investment Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Intrua Financial, LLC 550.05%0.07%0.09%Q1 2021Q1 20225
Clearstead Trust, LLC 550.37%0.39%0.42%Q3 2022Q3 20235
KENFARB & CO. 550.01%0.01%0.01%Q3 2022Q3 20235
Opal Wealth Advisors, LLC 550.14%0.21%0.28%Q4 2020Q4 20215
MCDONALD PARTNERS LLC 320.01%0.07%0.12%Q4 2021Q3 20235
OLD MISSION CAPITAL LLC 320.02%0.37%0.96%Q1 2021Q2 20225
SVB Investment Services Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
Gupta Wealth Management LLC 550.03%0.03%0.04%Q1 2015Q1 20165
WILMINGTON TRUST CO 550.42%0.65%0.96%Q2 2013Q2 20145
NEW AMSTERDAM PARTNERS LLC/NY 210.03%0.23%0.95%Q4 2014Q4 20185
WEST MICHIGAN ADVISORS, LLC 320.09%0.16%0.27%Q4 2021Q3 20235
Prosperity Planning, Inc. 550.12%0.12%0.13%Q3 2022Q3 20235
Hexagon Capital Partners LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Nicholas Investment Partners, LP 210.09%0.17%0.36%Q4 2013Q4 20225
GRAY FINANCIAL GROUP /GA /ADV /ADV 411.09%1.40%2.27%Q4 2014Q4 20165
Clear Creek Financial Management, LLC 320.05%0.19%0.70%Q3 2020Q4 20215
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q3 2013Q1 20175
Wilmington Trust Investment Management, LLC 550.16%0.32%0.55%Q2 2013Q2 20145
MUNDER CAPITAL MANAGEMENT 550.00%0.02%0.03%Q3 2013Q3 20145
SBK Financial, Inc. 551.15%2.84%3.49%Q4 2021Q4 20225
WEBSTERROGERS FINANCIAL ADVISORS, LLC 410.10%0.11%0.13%Q1 2022Q3 20235
Horan Capital Advisors, LLC. 210.04%0.05%0.05%Q3 2017Q3 20205
Global Wealth Strategies & Associates 550.28%0.32%0.39%Q4 2022Q4 20235
Spectrum Asset Management, Inc. (NB/CA) 550.27%0.32%0.36%Q2 2015Q2 20165
Rosenberg Matthew Hamilton 550.00%0.00%0.00%Q1 2021Q1 20225
Capital Group Private Client Services, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
WILLNER & HELLER, LLC 551.07%1.16%1.28%Q4 2021Q4 20225
Polar Asset Management Partners Inc. 440.28%0.51%1.05%Q2 2022Q1 20235
Cadence Bank 550.08%0.09%0.09%Q3 2022Q3 20235
Tower View Wealth Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
1832 Asset Management L.P. 410.00%0.00%0.00%Q1 2022Q3 20235
Wilmington Trust, National Association 550.36%0.58%0.78%Q2 2013Q2 20145
Almanack Investment Partners, LLC. 210.04%0.49%1.27%Q4 2017Q2 20215
Virtue Capital Management, LLC 320.01%0.38%0.68%Q4 2017Q3 20235
Copper Rock Capital Partners, LLC 550.01%0.08%0.13%Q2 2013Q2 20145
James J. Burns & Company, LLC 550.27%0.30%0.35%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.47%0.91%1.18%Q4 2020Q4 20215
Colonial Trust Co / SC 550.16%0.17%0.19%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.15%0.17%0.19%Q4 2022Q4 20235
SOUTH TEXAS MONEY MANAGEMENT LTD 410.01%0.03%0.05%Q2 2015Q3 20195
Venturi Wealth Management, LLC 310.00%0.04%0.11%Q4 2015Q3 20235
KANAWHA CAPITAL MANAGEMENT LLC 550.08%0.13%0.14%Q3 2022Q3 20235
Calamos Advisors LLC 110.00%0.01%0.03%Q4 2013Q1 20204
INVESTORS TRUST INC 440.16%0.18%0.20%Q3 2013Q2 20144
Hochman Cole Investment Advisors, Inc. 440.10%0.10%0.10%Q4 2020Q3 20214
Financial Management Professionals, Inc. 210.00%5.30%19.60%Q1 2015Q3 20234
FNY Partners Fund LP 440.00%0.01%0.03%Q2 2017Q1 20184
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.68%2.72%Q4 2015Q3 20164
Sunbelt Securities, Inc. 310.01%0.04%0.11%Q4 2016Q3 20234
Bison Wealth, LLC 210.00%0.02%0.04%Q4 2019Q2 20224
Koshinski Asset Management, Inc. 310.00%0.03%0.10%Q2 2020Q1 20224
Pointe Capital Management LLC 310.26%0.62%1.64%Q4 2016Q3 20234
US FINANCIAL ADVISORS, LLC 440.06%0.08%0.11%Q1 2015Q4 20154
Private Vista, LLC 440.06%0.06%0.06%Q1 2019Q4 20194
BANQUE PICTET & CIE SA 440.01%0.01%0.01%Q4 2013Q3 20144
Richard Bernstein Advisors LLC 440.04%0.45%0.66%Q1 2015Q4 20154
Stuart Chaussee & Associates, Inc. 440.06%0.06%0.07%Q2 2020Q1 20214
Julex Capital Management, LLC 440.02%1.62%3.40%Q4 2018Q3 20194
DARRELL & KING LLC 310.03%0.04%0.04%Q4 2015Q4 20204
Moss Adams Wealth Advisors LLC 440.11%0.12%0.15%Q4 2022Q3 20234
Grove Bank & Trust 440.02%0.02%0.02%Q4 2022Q3 20234
Kalos Management, Inc. 310.05%0.09%0.19%Q4 2015Q2 20234
Cribstone Capital Management, LLC 440.01%0.01%0.01%Q3 2019Q2 20204
TD Capital Management LLC 310.00%0.00%0.00%Q2 2019Q3 20234
RGT Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Stillwater Capital Advisors, LLC 440.37%0.37%0.38%Q4 2022Q3 20234
Diversified Trust Co 440.01%0.01%0.02%Q1 2023Q4 20234
Psagot Value Holdings Ltd. 440.00%0.00%0.00%Q2 2019Q1 20204
B. Riley Financial, Inc. 440.14%0.47%0.80%Q3 2017Q2 20184
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Bryn Mawr Capital Management, LLC 310.08%0.11%0.13%Q4 2020Q4 20214
Sterneck Capital Management, LLC 440.20%0.23%0.25%Q4 2017Q3 20184
Baker Avenue Asset Management, LP 440.00%0.00%0.01%Q4 2022Q3 20234
Barnett & Company, Inc. 440.01%0.15%0.20%Q3 2021Q2 20224
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q4 2018Q4 20224
MGO ONE SEVEN LLC 220.09%0.10%0.12%Q4 2017Q4 20184
Elmwood Wealth Management, Inc. 440.00%0.00%0.01%Q4 2018Q3 20194
MORRIS FINANCIAL CONCEPTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Windsor Advisory Group, LLC 440.02%0.12%0.42%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.03%0.05%0.09%Q4 2018Q3 20234
Human Investing LLC 440.00%0.01%0.01%Q4 2019Q3 20204
Legacy Trust 440.10%0.10%0.10%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.04%0.12%0.24%Q1 2021Q2 20234
Williams Jones Wealth Management, LLC. 310.00%0.00%0.01%Q2 2020Q1 20224
1900 WEALTH MANAGEMENT LLC 110.02%0.03%0.04%Q3 2021Q3 20234
Atlas Private Wealth Management, LLC 440.02%0.02%0.03%Q2 2020Q1 20214
Beacon Financial Advisory LLC 310.09%0.18%0.24%Q2 2020Q4 20214
Cascadia Advisory Services, LLC 210.06%0.22%0.33%Q4 2019Q1 20214
Meadow Creek Wealth Advisors LLC 440.25%0.28%0.32%Q4 2021Q3 20224
BEAM WEALTH ADVISORS, INC. 440.27%0.76%1.33%Q4 2022Q3 20234
Leucadia National 440.02%0.03%0.04%Q4 2022Q3 20234
Paul John Balson 440.26%0.33%0.40%Q1 2020Q4 20204
REBALANCE, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Phoenix Wealth Advisors 440.09%0.09%0.10%Q4 2020Q3 20214
Allegheny Financial Group LTD 440.22%0.25%0.31%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.02%0.03%0.04%Q4 2020Q3 20214
McGinn Penninger Investment Management, Inc. 440.15%0.20%0.31%Q4 2020Q3 20214
PGIM Custom Harvest LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 210.00%0.53%1.65%Q4 2020Q3 20234
Ignite Planners, LLC 440.16%0.17%0.18%Q4 2021Q3 20224
Mayflower Financial Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Fermata Advisors, LLC 440.09%0.10%0.12%Q3 2021Q2 20224
TECTONIC ADVISORS LLC 440.00%0.00%0.01%Q3 2021Q2 20224
Keystone Wealth Services, LLC 220.08%0.12%0.20%Q4 2021Q3 20234
JB Capital LLC 440.27%0.34%0.44%Q3 2021Q2 20224
Dominguez Wealth Management Solutions, Inc. 441.11%1.15%1.17%Q4 2022Q3 20234
Fifth Third Wealth Advisors LLC 440.19%0.33%0.56%Q1 2023Q4 20234
Destination Wealth Management 310.01%0.04%0.07%Q1 2014Q2 20194
Henrickson Nauta Wealth Advisors, Inc. 220.16%0.18%0.21%Q4 2021Q1 20234
NCM Capital Management, LLC 440.47%0.50%0.53%Q1 2022Q4 20224
CARDIFF PARK ADVISORS, LLC 440.00%0.02%0.04%Q4 2021Q3 20224
Raleigh Capital Management Inc. 440.02%0.02%0.03%Q1 2022Q4 20224
Simplicity Wealth,LLC 441.36%1.86%2.17%Q4 2022Q3 20234
PROVENCE WEALTH MANAGEMENT GROUP 210.09%0.38%0.73%Q4 2021Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.20%0.21%0.25%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
ICA Group Wealth Management, LLC 310.00%0.01%0.06%Q1 2022Q2 20234
Citizens Business Bank 440.04%0.06%0.08%Q1 2015Q4 20154
Corient Private Wealth LLC 440.01%0.04%0.11%Q4 2022Q3 20234
JDM Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Mainsail Financial Group, LLC 443.33%3.39%3.50%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Olistico Wealth, LLC 440.76%0.89%1.01%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.06%0.07%0.08%Q4 2022Q3 20234
VitalStone Financial, LLC 440.10%0.18%0.31%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 446.93%7.45%7.66%Q4 2022Q3 20234
First Citizens Asset Management, Inc. 441.62%3.10%5.98%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.40%0.53%Q4 2022Q3 20234
Arcadia Wealth Management, LLC 441.84%2.03%2.16%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 441.92%2.08%2.44%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.08%0.09%0.11%Q4 2022Q3 20234
Owen LaRue, LLC 440.59%0.60%0.60%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.28%0.32%0.42%Q4 2022Q3 20234
VIAWEALTH, LLC 440.34%0.36%0.37%Q4 2022Q3 20234
Financial Freedom, LLC 440.73%0.82%0.88%Q4 2022Q3 20234
LMG Wealth Partners, LLC 442.94%3.11%3.18%Q4 2022Q3 20234
Park Place Capital Corp 440.33%0.35%0.37%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Financial Alternatives, Inc 440.53%0.55%0.56%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 441.30%1.44%1.58%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 441.59%2.42%3.04%Q4 2022Q3 20234
New Republic Capital, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.50%0.50%0.52%Q4 2022Q3 20234
COUNTRY TRUST BANK 310.00%0.00%0.00%Q2 2015Q2 20164
BANK OF HAWAII 440.08%0.10%0.11%Q4 2022Q3 20234
JENNISON ASSOCIATES LLC 210.00%0.00%0.00%Q3 2016Q4 20214
MANNING & NAPIER ADVISORS LLC 440.03%0.08%0.10%Q2 2016Q1 20174
BUCKHEAD CAPITAL MANAGEMENT LLC 440.04%0.05%0.05%Q2 2021Q1 20224
WOODMONT INVESTMENT COUNSEL LLC 440.02%0.03%0.04%Q2 2021Q1 20224
CALDWELL SUTTER CAPITAL, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
OLD DOMINION CAPITAL MANAGEMENT INC 440.05%0.06%0.06%Q4 2020Q3 20214
DOWLING & YAHNKE LLC 310.00%0.01%0.01%Q4 2019Q4 20214
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.04%0.05%0.08%Q4 2017Q3 20184
BUILDER INVESTMENT GROUP INC /ADV 440.30%0.33%0.34%Q4 2022Q3 20234
CAPITAL ADVISORS INC/OK 310.01%0.01%0.01%Q1 2022Q3 20234
CHARTWELL INVESTMENT PARTNERS/PA 440.01%0.01%0.01%Q2 2013Q1 20144
LEAVELL INVESTMENT MANAGEMENT, INC. 440.02%0.03%0.04%Q4 2022Q3 20234
Prentice Wealth Management LLC 330.04%0.04%0.04%Q1 2021Q3 20213
KB FINANCIAL PARTNERS, LLC 210.01%0.01%0.02%Q1 2021Q4 20213
GeoWealth Management, LLC 210.00%0.02%0.05%Q3 2019Q3 20233
Risk Paradigm Group, LLC 330.04%0.06%0.07%Q1 2017Q3 20173
Jefferies Group LLC 210.00%0.00%0.01%Q4 2017Q2 20193
Evergreen Wealth Solutions, LLC 330.35%0.57%0.88%Q1 2022Q3 20223
UNIONVIEW, LLC 330.23%0.24%0.25%Q1 2023Q3 20233
RVW Wealth, LLC 330.02%0.02%0.02%Q2 2023Q4 20233
Lebenthal Global Advisors, LLC 330.16%0.17%0.19%Q4 2020Q2 20213
RPg Family Wealth Advisory, LLC 330.27%0.30%0.35%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.01%0.01%0.01%Q4 2017Q4 20183
QUEST CAPITAL MANAGEMENT INC /ADV 110.04%0.06%0.10%Q2 2019Q4 20213
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Strategic Income Management, LLC 333.20%3.22%3.27%Q4 2014Q2 20153
LGT Financial Advisors LLC 210.21%0.26%0.37%Q4 2022Q3 20233
Intercontinental Wealth Advisors, LLC 330.35%0.37%0.38%Q4 2015Q2 20163
St. Johns Investment Management Company, LLC 330.02%0.02%0.02%Q1 2014Q3 20143
FURE FINANCIAL CORP 330.32%3.87%5.66%Q2 2020Q4 20203
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.07%0.08%0.08%Q3 2021Q1 20223
Pinnacle Private Wealth, LLC 330.76%0.90%1.04%Q4 2021Q2 20223
COLUMBUS CIRCLE INVESTORS 110.00%0.00%0.00%Q4 2013Q4 20153
SCHNIEDERS CAPITAL MANAGEMENT LLC 330.08%0.09%0.10%Q2 2019Q4 20193
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.02%0.03%0.03%Q2 2016Q4 20163
Sigma Investment Management Co 1116.84%17.22%17.91%Q4 2013Q3 20153
WealthPlan Investment Management, LLC 210.02%0.04%0.04%Q1 2022Q4 20223
FolioMetrix LLC 332.40%3.02%3.96%Q4 2014Q2 20153
Capital Wealth Planning, LLC 330.02%0.03%0.03%Q2 2019Q4 20193
Better Money Decisions, LLC 330.01%0.02%0.02%Q1 2021Q3 20213
MRA Associates USA LLC 330.34%0.64%0.79%Q1 2019Q3 20193
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.01%Q4 2014Q4 20193
Moors & Cabot, Inc. 330.01%0.02%0.02%Q3 2021Q1 20223
Madden Advisory Services, Inc. 330.00%0.76%2.27%Q2 2014Q4 20143
Triumph Capital Management 330.25%0.58%0.75%Q1 2022Q3 20223
Allegis Investment Advisors, LLC 110.02%0.11%0.25%Q4 2015Q1 20173
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Andesa Financial Management Inc. 210.22%0.35%0.59%Q4 2018Q2 20223
FundX Investment Group, LLC 331.03%1.16%1.32%Q1 2019Q3 20193
Aurora Private Wealth, Inc. 330.10%0.11%0.13%Q2 2021Q4 20213
S&T BANK/PA 210.05%0.05%0.06%Q4 2019Q3 20203
WealthTrust Fairport, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Callan Family Office, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.18%0.22%0.28%Q4 2020Q2 20213
McIlrath & Eck, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Perennial Investment Advisors, LLC 330.22%0.22%0.23%Q1 2023Q3 20233
SHAPIRO ROBERT N 330.01%0.01%0.01%Q2 2014Q4 20143
Ruggaard & Associates LLC 330.30%0.31%0.32%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Hamilton Point Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Provident Wealth Management, LLC 210.01%0.03%0.04%Q4 2019Q3 20203
ELLERSON GROUP INC /ADV 210.83%0.90%0.94%Q4 2022Q3 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.35%0.79%1.08%Q4 2021Q2 20223
MARIETTA INVESTMENT PARTNERS LLC 330.15%0.16%0.16%Q2 2013Q4 20133
Burns Matteson Capital Management, LLC 331.82%2.13%2.32%Q4 2022Q2 20233
Jolley Asset Management, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Bank OZK 330.09%0.10%0.11%Q4 2016Q2 20173
Strategic Financial Concepts, LLC 330.16%0.17%0.19%Q1 2023Q3 20233
Plancorp, LLC 330.02%0.04%0.06%Q4 2020Q2 20213
ClearBridge Investments 330.00%0.00%0.00%Q1 2023Q3 20233
Choate Investment Advisors 210.00%0.01%0.02%Q2 2020Q3 20233
Zullo Investment Group, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Kavar Capital Partners, LLC 330.01%0.01%0.01%Q2 2015Q4 20153
CBIZ Investment Advisory Services, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
BOSTON ADVISORS LLC 330.01%0.01%0.01%Q3 2016Q1 20173
Hefty Wealth Partners 331.08%2.34%4.58%Q4 2015Q2 20163
BREWIN DOLPHIN LTD 330.00%0.00%0.00%Q4 2021Q2 20223
WFA Asset Management Corp 330.01%0.01%0.01%Q1 2023Q3 20233
Inscription Capital, LLC 210.03%0.04%0.06%Q4 2018Q2 20213
Armbruster Capital Management, Inc. 330.09%0.37%0.72%Q4 2021Q2 20223
Apriem Advisors 210.01%0.01%0.01%Q4 2016Q2 20183
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Procyon Advisors, LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Invesco Ltd. 330.01%0.02%0.02%Q2 2013Q4 20133
Nationwide Fund Advisors 210.00%0.02%0.04%Q3 2016Q3 20173
PITTENGER & ANDERSON INC 330.00%0.00%0.00%Q1 2023Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.01%Q4 2020Q3 20233
New World Advisors LLC 110.00%0.93%1.56%Q1 2019Q2 20223
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q4 2016Q2 20223
Strategic Wealth Management Group, LLC 330.12%0.13%0.15%Q4 2020Q2 20213
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Smith & Howard Wealth Management, LLC 330.07%0.07%0.07%Q2 2013Q4 20133
Highland Private Wealth Management 330.19%0.20%0.23%Q4 2015Q2 20163
GRIMES & COMPANY, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.04%0.04%0.05%Q3 2022Q3 20233
Red Door Wealth Management, LLC 210.01%0.02%0.06%Q1 2020Q2 20213
Strategic Equity Management 333.04%3.68%4.96%Q1 2023Q3 20233
Dorsey & Whitney Trust CO LLC 330.02%0.02%0.02%Q3 2022Q1 20233
LVZ, Inc. 330.07%0.08%0.09%Q2 2017Q4 20173
Weaver Consulting Group 330.01%0.01%0.01%Q1 2020Q3 20203
Fidelis Capital Partners, LLC 330.15%0.36%0.47%Q1 2023Q3 20233
LAKE STREET ADVISORS GROUP, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
WP Advisors, LLC 210.02%0.02%0.03%Q2 2018Q1 20193
BECKER CAPITAL MANAGEMENT INC 330.09%0.09%0.09%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Cordasco Financial Network 330.01%0.01%0.01%Q3 2014Q1 20153
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Trivant Custom Portfolio Group, LLC 330.11%0.11%0.11%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Epstein & White Financial LLC 330.16%0.61%1.44%Q4 2017Q2 20183
CIC Wealth, LLC 330.07%0.10%0.13%Q4 2022Q2 20233
CWH Capital Management, Inc. 333.54%3.73%3.89%Q2 2020Q4 20203
Latitude Advisors, LLC 330.11%0.12%0.12%Q3 2021Q1 20223
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.01%0.03%Q1 2023Q3 20233
Portland Global Advisors LLC 330.04%0.04%0.04%Q2 2021Q4 20213
Glass Jacobson Investment Advisors llc 210.49%0.51%0.52%Q4 2022Q3 20233
Bay Harbor Wealth Management, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
FAYEZ SAROFIM & CO 330.00%0.00%0.00%Q2 2021Q4 20213
Bellwether Investment Group, LLC 110.40%0.44%0.48%Q2 2016Q4 20162
Future Financial Wealth Managment LLC 220.02%0.03%0.03%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.06%0.09%Q2 2013Q3 20132
Stephens Investment Management Group LLC 110.00%0.00%0.01%Q4 2016Q4 20172
Hugh Johnson Advisors LLC 220.08%0.08%0.08%Q1 2019Q2 20192
VISTA FINANCE, LLC 220.39%0.48%0.57%Q4 2021Q1 20222
Advocacy Wealth Management Services, LLC 110.02%0.04%0.05%Q4 2015Q2 20192
Covenant Partners, LLC 110.01%1.91%3.81%Q4 2018Q1 20222
Paragon Advisors, LLC 110.26%1.20%2.14%Q2 2022Q4 20222
CORBETT ROAD CAPITAL MANAGEMENT, LLC 220.53%0.53%0.53%Q2 2020Q3 20202
STERNE AGEE GROUP, INC. 220.18%0.20%0.21%Q2 2013Q3 20132
DENVER INVESTMENT ADVISORS LLC 220.04%0.04%0.04%Q4 2017Q1 20182
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.02%Q4 2018Q4 20192
WADDELL & REED FINANCIAL INC 110.00%0.00%0.00%Q4 2019Q4 20202
First National Bank of South Miami 220.10%0.10%0.11%Q3 2019Q4 20192
Goodwin Investment Advisory 220.01%0.01%0.02%Q2 2022Q3 20222
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
EVOKE WEALTH, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Buffington Mohr McNeal 110.01%0.07%0.12%Q1 2019Q4 20212
Sovereign Financial Group, Inc. 220.12%0.15%0.18%Q3 2021Q4 20212
NATIXIS 220.04%0.04%0.05%Q4 2017Q1 20182
Auour Investments LLC 221.28%1.29%1.30%Q2 2023Q3 20232
Charles Schwab Trust Co 220.12%0.13%0.13%Q3 2019Q4 20192
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Kingdom Financial Group LLC. 221.00%1.24%1.48%Q2 2023Q3 20232
TORRAY INVESTMENT PARTNERS LLC 220.03%0.03%0.03%Q1 2021Q2 20212
Leelyn Smith, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Bremer Bank National Association 220.07%0.07%0.08%Q1 2019Q2 20192
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
CMC Financial Group 110.46%1.02%1.58%Q4 2019Q4 20212
VANGUARD GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2018Q2 20202
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q4 2018Q1 20192
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.04%0.05%0.06%Q4 2015Q3 20172
Claraphi Advisory Network, LLC 220.01%0.09%0.17%Q4 2019Q1 20202
Lehman & Derafelo Financial Resources LLC 220.00%0.00%0.00%Q2 2022Q3 20222
BAMCO INC /NY/ 110.00%0.00%0.00%Q4 2014Q4 20162
MID CONTINENT CAPITAL LLC/IL 220.02%0.02%0.02%Q2 2015Q3 20152
Verity Asset Management, Inc. 220.20%0.25%0.30%Q4 2014Q1 20152
LVW Advisors, LLC 110.10%0.11%0.11%Q4 2021Q2 20222
Guidance Point Advisors, LLC 220.07%0.07%0.07%Q3 2021Q4 20212
Alaska Permanent Capital Management 220.05%0.05%0.05%Q2 2023Q3 20232
Crestwood Advisors Group, LLC 110.00%0.01%0.01%Q1 2017Q3 20232
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
BOOTHBAY FUND MANAGEMENT, LLC 110.03%0.06%0.08%Q1 2016Q4 20192
GFS Advisors, LLC 110.10%0.10%0.11%Q2 2015Q3 20232
PRW Wealth Management LLC 110.15%0.16%0.18%Q2 2021Q1 20222
Values Added Financial LLC 220.38%0.40%0.42%Q2 2023Q3 20232
SAXON INTERESTS, INC. 110.18%0.52%0.87%Q2 2022Q2 20232
ORG Partners LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WESPAC Advisors SoCal, LLC 110.00%0.06%0.11%Q1 2016Q4 20182
DeDora Capital, Inc. 110.01%0.01%0.01%Q4 2019Q1 20222
Cherry Tree Wealth Management, LLC 220.09%0.10%0.10%Q2 2023Q3 20232
UNION SAVINGS BANK 220.06%0.06%0.07%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Solidarity Wealth, LLC 110.18%0.19%0.20%Q3 2022Q1 20232
Curi Wealth Management, LLC 220.01%0.02%0.03%Q1 2022Q2 20222
Geneva Advisors, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
MCIA Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Van Hulzen Asset Management, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Formidable Asset Management, LLC 220.07%0.07%0.07%Q2 2020Q3 20202
First Heartland Consultants, Inc. 110.01%0.16%0.32%Q2 2013Q3 20172
IAMS WEALTH MANAGEMENT, LLC 220.71%0.78%0.86%Q2 2023Q3 20232
Western Pacific Wealth Management, LP 220.15%0.15%0.15%Q4 2021Q1 20222
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%0.03%0.05%Q4 2020Q1 20222
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
CWA Asset Management Group, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
All Season Financial Advisors, Inc. 112.72%3.00%3.28%Q2 2021Q1 20232
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.01%Q3 2021Q4 20212
Manifold Partners, LLC 220.00%0.00%0.01%Q3 2015Q4 20152
Dorsey Wright & Associates 110.15%0.32%0.50%Q1 2014Q4 20142
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2016Q3 20172
Edge Capital Group, LLC 110.01%0.03%0.04%Q2 2019Q2 20222
NORTHSTAR WEALTH PARTNERS LLC 220.12%0.12%0.13%Q1 2019Q2 20192
GOFEN & GLOSSBERG LLC /IL/ 220.01%0.01%0.01%Q3 2022Q4 20222
Laurel Wealth Advisors, Inc. 110.03%0.03%0.04%Q3 2018Q4 20202
Sterling Manor Financial, LLC 2212.82%13.25%13.69%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Paradigm, Strategies in Wealth Management, LLC 220.05%0.05%0.05%Q1 2021Q2 20212
Signator Financial Services, Inc. 220.07%0.07%0.07%Q2 2013Q3 20132
WBI INVESTMENTS, LLC 110.00%0.01%0.02%Q3 2014Q4 20172
RATIONAL ADVISORS LLC 220.03%0.04%0.04%Q1 2012Q2 20122
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q1 2016Q4 20182
Klingman & Associates, LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Eagle Bay Advisors LLC 110.01%0.01%0.01%Q2 2021Q3 20232
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 220.20%0.33%0.46%Q2 2013Q3 20132
Coco Enterprises, LLC 224.70%4.80%4.89%Q2 2023Q3 20232
DIXON HUBARD FEINOUR & BROWN INC/VA 220.02%0.02%0.02%Q4 2021Q1 20222
Headlands Technologies LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Abbrea Capital, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Perennial Advisors, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Lyons Wealth Management, LLC. 110.23%0.24%0.24%Q2 2013Q1 20142
CLEAR STREET MARKETS LLC 220.00%0.00%0.00%Q3 2022Q4 20222
VESTOR CAPITAL, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Strategic Blueprint, LLC 110.00%0.04%0.07%Q3 2019Q2 20212
Cornerstone Advisors, Inc. 220.00%0.01%0.01%Q3 2018Q4 20182
STANCORP INVESTMENT ADVISERS INC 220.10%0.11%0.11%Q4 2014Q1 20152
WMS Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
STRALEM & CO INC 220.03%0.03%0.03%Q1 2020Q2 20202
J.Safra Asset Management Corp 220.02%0.02%0.02%Q4 2015Q1 20162
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Beaumont Financial Partners, LLC 110.47%1.08%1.69%Q4 2013Q4 20142
Weatherstone Capital Management 221.13%1.15%1.17%Q4 2014Q1 20152
GFG Capital, LLC 110.15%0.17%0.18%Q4 2021Q2 20222
Hedeker Wealth, LLC 110.10%0.11%0.12%Q4 2014Q2 20152
Altus Wealth Group LLC 220.01%0.01%0.01%Q4 2020Q1 20212
CANANDAIGUA NATIONAL CORP 220.17%0.17%0.18%Q2 2020Q3 20202
Quent Capital, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Northwest Capital Management Inc 220.01%0.02%0.02%Q2 2023Q3 20232
Topel & Distasi Wealth Management, LLC 220.49%0.54%0.59%Q1 2022Q2 20222
Horizon Investments, LLC 110.00%2.31%4.61%Q1 2014Q1 20232
Mason & Associates Inc 222.00%3.81%5.63%Q4 2021Q1 20222
Winchester Group Inc. 220.09%0.09%0.10%Q2 2013Q3 20132
Per Stirling Capital Management, LLC. 220.04%0.04%0.05%Q1 2023Q2 20232
Systelligence, LLC 223.73%4.28%4.84%Q4 2019Q1 20202
Strategic Capital Group LLC 220.95%0.97%0.99%Q1 2014Q2 20142
RFG Advisory, LLC 110.03%0.09%0.15%Q3 2020Q3 20232
VAUGHAN & Co SECURITIES, INC. 220.04%0.04%0.04%Q4 2019Q1 20202
FIRST FOUNDATION ADVISORS 220.01%0.01%0.02%Q2 2023Q3 20232
Banco BTG Pactual S.A. 110.14%0.37%0.60%Q2 2022Q4 20222
Towercrest Capital Management 220.04%0.04%0.04%Q2 2023Q3 20232
Farmers National Bank 220.22%0.23%0.24%Q1 2019Q2 20192
Ruggie Capital Group 220.03%0.06%0.10%Q2 2019Q3 20192
SIGMA INVESTMENT COUNSELORS INC 110.02%0.03%0.03%Q4 2016Q4 20202
FIRST NATIONAL CORP /MA/ /ADV 220.02%0.02%0.02%Q4 2018Q1 20192
GREENWOOD GEARHART INC 220.04%0.05%0.06%Q4 2020Q1 20212
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2023Q2 20232
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.16%0.16%0.17%Q2 2023Q3 20232
CABANA LLC 110.01%0.02%0.02%Q4 2019Q2 20202
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
MARIPAU WEALTH MANAGEMENT LLC 220.20%0.23%0.26%Q4 2021Q1 20222
Arvest Bank Trust Division 220.03%0.03%0.04%Q3 2019Q4 20192
Summit Rock Advisors, LP 2225.44%26.33%27.22%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
BBVA USA 220.10%0.11%0.11%Q2 2021Q3 20212
W ADVISORS, LLC 220.20%0.21%0.23%Q4 2021Q1 20222
Elite Wealth Management, Inc. 220.00%0.01%0.02%Q1 2014Q2 20142
Mach-1 Financial Group, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.00%Q2 2013Q3 20132
StellarOne CORP 220.01%0.01%0.01%Q2 2013Q3 20132
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
IEQ CAPITAL, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
1919 Investment Counsel, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Financial Strategies Group, Inc. 110.27%0.27%0.27%Q4 2019Q4 20191
Core Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bellwether Advisors, LLC 113.69%3.69%3.69%Q2 2023Q2 20231
Private Wealth Partners, LLC 110.31%0.31%0.31%Q4 2018Q4 20181
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Signify Wealth 114.54%4.54%4.54%Q4 2021Q4 20211
LWS Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
HNP Capital LLC 110.39%0.39%0.39%Q1 2020Q1 20201
TFC Financial Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Advisor OS, LLC 113.74%3.74%3.74%Q2 2020Q2 20201
BBR PARTNERS, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.22%0.22%0.22%Q3 2015Q3 20151
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clarfeld Financial Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
GoalVest Advisory LLC 110.02%0.02%0.02%Q4 2023Q4 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Cynosure Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
ForthRight Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Diversified, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Glovista Investments LLC 111.58%1.58%1.58%Q4 2016Q4 20161
Tandem Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Oxinas Partners Wealth Management LLC 112.24%2.24%2.24%Q4 2020Q4 20201
Delta Investment Management, LLC 111.50%1.50%1.50%Q4 2020Q4 20201
GSA CAPITAL PARTNERS LLP 110.07%0.07%0.07%Q4 2020Q4 20201
Bluesphere Advisors, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Mengis Capital Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
CornerStone Partners LLC 111.29%1.29%1.29%Q4 2019Q4 20191
CIM, LLC 110.10%0.10%0.10%Q1 2015Q1 20151
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.08%0.08%0.08%Q2 2018Q2 20181
OneAscent Wealth Management LLC 110.17%0.17%0.17%Q1 2022Q1 20221
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
Peachtree Investment Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MERITAGE PORTFOLIO MANAGEMENT 110.01%0.01%0.01%Q1 2022Q1 20221
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Greystone Financial Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Crestone Asset Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Pflug Koory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
EMORY UNIVERSITY 111.17%1.17%1.17%Q2 2011Q2 20111
Safeguard Investment Advisory Group, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Fulcrum Equity Management 110.14%0.14%0.14%Q4 2020Q4 20201
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
CastleArk Alternatives, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Twin Lakes Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CNB Bank 110.00%0.00%0.00%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Telemus Investment Management, LLC 110.29%0.29%0.29%Q2 2013Q2 20131
TD ASSET MANAGEMENT INC 110.05%0.05%0.05%Q2 2021Q2 20211
Piscataqua Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Larson Financial Group LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Marquette Asset Management, LLC 110.08%0.08%0.08%Q4 2013Q4 20131
Column Capital Advisors, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Kabarec Financial Advisors, Ltd. 110.01%0.01%0.01%Q4 2017Q4 20171
Legacy Financial Advisors, Inc. 110.16%0.16%0.16%Q1 2022Q1 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
C2C Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
PIERSHALE FINANCIAL GROUP, INC. 110.02%0.02%0.02%Q3 2016Q3 20161
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Essex LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Strong Tower Advisory Services 110.50%0.50%0.50%Q3 2021Q3 20211
Claybrook Capital, LLC 110.16%0.16%0.16%Q4 2018Q4 20181
Strategic Family Wealth Counselors, L.L.C. 110.74%0.74%0.74%Q4 2022Q4 20221
LexAurum Advisors, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Portfolio Strategies Inc 110.48%0.48%0.48%Q1 2014Q1 20141
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
One Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
MD Financial Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MWA Asset Management 111.28%1.28%1.28%Q3 2023Q3 20231
Shamrock Asset Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Wedmont Private Capital 110.06%0.06%0.06%Q4 2021Q4 20211
Shilanski & Associates, Inc. 110.12%0.12%0.12%Q3 2022Q3 20221
Manhattan West Asset Management, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Islet Management, LP 110.94%0.94%0.94%Q4 2021Q4 20211
Measured Wealth Private Client Group, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Spearhead Capital Advisors, LLC 110.44%0.44%0.44%Q1 2020Q1 20201
Steward Financial Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
DRIEHAUS CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q1 2014Q1 20141
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
AlphaCore Capital LLC 110.01%0.01%0.01%Q4 2021Q4 20211
RUSHMORE INVESTMENT ADVISORS, INC. 116.38%6.38%6.38%Q2 2013Q2 20131
Johnson Financial Group, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.51%0.51%0.51%Q2 2021Q2 20211
Pacific Center for Financial Services 110.01%0.01%0.01%Q3 2021Q3 20211
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
NBT BANK N A /NY 110.05%0.05%0.05%Q3 2023Q3 20231
CARL STUART INVESTMENT ADVISOR, INC 110.02%0.02%0.02%Q1 2022Q1 20221
Financial Advisors Network, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
Prosperity Consulting Group, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
KCS Wealth Advisory 110.03%0.03%0.03%Q3 2019Q3 20191
Independent Advisor Alliance 110.07%0.07%0.07%Q4 2019Q4 20191
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DRW Securities, LLC 110.41%0.41%0.41%Q1 2014Q1 20141
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Richwood Investment Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Kingfisher Capital LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Resurgent Financial Advisors LLC 110.05%0.05%0.05%Q4 2022Q4 20221
MONTAGE INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Nvest Financial, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Montz Harcus Wealth Management LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Coury Firm Asset Management LLC 110.15%0.15%0.15%Q4 2021Q4 20211
DIMENSION CAPITAL MANAGEMENT LLC 110.26%0.26%0.26%Q2 2019Q2 20191
Arthur Zaske & Associates, LLC 110.96%0.96%0.96%Q3 2016Q3 20161
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
WESPAC Advisors, LLC 110.61%0.61%0.61%Q1 2019Q1 20191
DONALDSON CAPITAL MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2012Q4 20121
BMS Financial Advisors, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Northwest Bank & Trust Co 110.03%0.03%0.03%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Strata Wealth Advisors, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2015Q3 20151
DF DENT & CO INC 110.00%0.00%0.00%Q3 2022Q3 20221
Schechter Investment Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Reby Advisors, LLC 110.60%0.60%0.60%Q4 2020Q4 20201
SPHERA FUNDS MANAGEMENT LTD. 111.25%1.25%1.25%Q3 2020Q3 20201
HORIZON FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 110.01%0.01%0.01%Q4 2021Q4 20211
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Paradigm Financial Advisors, LLC 110.11%0.11%0.11%Q1 2014Q1 20141
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Sather Financial Group Inc 110.17%0.17%0.17%Q4 2013Q4 20131
Robbie L. Kennerson P.A., Inc. 110.37%0.37%0.37%Q4 2022Q4 20221
Linden Thomas Advisory Services, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Delta Financial Group, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Tuttle Capital Management, LLC 111.53%1.53%1.53%Q2 2017Q2 20171
REFRAME WEALTH, LLC 110.72%0.72%0.72%Q4 2022Q4 20221
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
PETRA FINANCIAL ADVISORS INC 113.70%3.70%3.70%Q3 2023Q3 20231
BRADY FAMILY WEALTH, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Alpine Global Management, LLC 110.60%0.60%0.60%Q2 2023Q2 20231
PCA Investment Advisory Services Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LJI Wealth Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Empowered Funds, LLC 112.97%2.97%2.97%Q4 2021Q4 20211
Strategic Advocates LLC 111.21%1.21%1.21%Q3 2023Q3 20231
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 113.65%3.65%3.65%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.50%0.50%0.50%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Drexel Morgan & Co. 110.36%0.36%0.36%Q1 2015Q1 20151
Morton Capital Management LLC/CA 110.10%0.10%0.10%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
ESSEX INVESTMENT MANAGEMENT CO LLC 110.04%0.04%0.04%Q4 2019Q4 20191
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Canal Capital Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Alexandria Capital, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2022Q3 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
MCRAE CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2017Q1 20171
FRONTIER CAPITAL MANAGEMENT CO LLC 110.01%0.01%0.01%Q4 2016Q4 20161
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q2 2015Q2 20151
Cardinal Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
QCM Cayman, Ltd. 110.53%0.53%0.53%Q2 2021Q2 20211
Financial Advantage, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
NOMURA HOLDINGS INC 110.08%0.08%0.08%Q4 2021Q4 20211
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q4 2021Q4 20211
Mandatum Life Insurance Co Ltd 110.01%0.01%0.01%Q4 2015Q4 20151
LEO BROKERAGE, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Alambic Investment Management, L.P. 110.05%0.05%0.05%Q4 2016Q4 20161
Vista Private Wealth Partners. LLC 110.00%0.00%0.00%Q3 2019Q3 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
Titan Capital Management, LLC /TX 110.03%0.03%0.03%Q2 2019Q2 20191
Thor Advisors, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Ergoteles LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.01%0.01%0.01%Q2 2020Q2 20201
ICONIQ Capital, LLC 110.05%0.05%0.05%Q3 2016Q3 20161
Blume Capital Management, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Bell Bank 110.03%0.03%0.03%Q2 2023Q2 20231
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
TDAM USA INC. 110.08%0.08%0.08%Q3 2013Q3 20131
HANCOCK WHITNEY CORP 110.02%0.02%0.02%Q4 2022Q4 20221
Lebenthal Holdings,LLC 110.06%0.06%0.06%Q2 2016Q2 20161
RIVERBRIDGE PARTNERS LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Betterment LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Wealth Advisors, LLC 111.32%1.32%1.32%Q2 2016Q2 20161
First Personal Financial Services 110.00%0.00%0.00%Q4 2017Q4 20171
Ceros Financial Services Inc. 119.97%9.97%9.97%Q1 2019Q1 20191
MARINO, STRAM & ASSOCIATES LLC 110.19%0.19%0.19%Q2 2021Q2 20211
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
USA FINANCIAL FORMULAS 110.20%0.20%0.20%Q3 2017Q3 20171
EMERSON INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
THOROUGHBRED FINANCIAL SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
PARTHENON LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Price Capital Management, Inc. 111.22%1.22%1.22%Q4 2017Q4 20171
NBC SECURITIES, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Pinkerton Retirement Specialists, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Resource Planning Group 110.12%0.12%0.12%Q2 2021Q2 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Neumann Capital Management, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Leisure Capital Management 110.19%0.19%0.19%Q4 2022Q4 20221
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
FormulaFolio Investments, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Triangle Securities Wealth Management 110.05%0.05%0.05%Q2 2013Q2 20131
FINANCIAL CONSULATE, INC 110.13%0.13%0.13%Q4 2022Q4 20221
Alliance Wealth Management Group 115.47%5.47%5.47%Q4 2015Q4 20151
BEDEL FINANCIAL CONSULTING INC 110.13%0.13%0.13%Q3 2023Q3 20231
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Merit Financial Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Ironsides Asset Advisors, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
VAN ECK ASSOCIATES CORP 110.13%0.13%0.13%Q1 2015Q1 20151
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
PBMares Wealth Management LLC 110.10%0.10%0.10%Q3 2021Q3 20211
HighMark Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hillman Capital Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Pacifica Partners Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
NWK Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Timber Hill LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
BERRY GROUP, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Menard Financial Group LLC 111.71%1.71%1.71%Q4 2019Q4 20191
Guild Investment Management, Inc. 110.53%0.53%0.53%Q3 2017Q3 20171
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Relyea Zuckerberg Hanson LLC 110.13%0.13%0.13%Q2 2022Q2 20221
SHELTON CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Seven Springs Wealth Group, LLC 111.33%1.33%1.33%Q4 2019Q4 20191
GUGGENHEIM CAPITAL LLC 110.06%0.06%0.06%Q2 2013Q2 20131
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2022Q4 20221
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
Filbrandt Wealth Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Tempus Wealth Planning, LLC 110.88%0.88%0.88%Q2 2023Q2 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Truadvice, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Samalin Investment Counsel, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
External links

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