ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3740.00%0.00%0.01%Q2 2013Q3 202380
Arbor Investment Advisors, LLC 52520.04%0.77%1.82%Q4 2010Q3 202352
HUNTINGTON NATIONAL BANK 2240.00%0.00%0.01%Q1 2009Q3 202349
Steigerwald, Gordon & Koch Inc. 48480.06%0.85%2.21%Q4 2011Q3 202348
MUFG Americas Holdings Corp 48480.16%0.44%0.77%Q4 2010Q3 202248
HSBC HOLDINGS PLC 47470.00%0.02%0.06%Q1 2012Q3 202347
First Horizon Advisors, Inc. 47470.00%0.02%0.07%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.02%Q1 2012Q3 202346
Capital Analysts, LLC 44440.00%0.25%1.10%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.03%0.09%0.16%Q4 2012Q3 202344
Creative Planning 42420.00%0.18%0.47%Q2 2013Q3 202344
Veritable, L.P. 43430.11%0.20%0.29%Q4 2012Q2 202343
Cutler Group LLC / CA 910.00%0.00%0.01%Q4 2015Q3 202343
Cetera Advisor Networks LLC 43430.01%0.08%0.68%Q1 2013Q3 202343
American Investment Services, Inc. 42420.07%0.18%0.34%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.50%1.17%1.77%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42420.06%0.35%1.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.03%Q2 2013Q3 202342
Courage Miller Partners, LLC 42420.12%0.88%2.15%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.14%0.41%0.70%Q2 2013Q3 202342
Ifrah Financial Services, Inc. 42421.12%1.51%1.84%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.09%0.17%0.76%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.07%0.22%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.01%0.04%0.11%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.25%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.09%Q2 2013Q3 202342
BANK OF STOCKTON 42420.84%2.38%4.81%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.18%0.43%0.84%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.07%0.34%0.70%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.01%0.20%0.79%Q2 2013Q3 202342
PITCAIRN CO 42420.03%0.16%0.76%Q2 2013Q3 202342
Asset Management Group, Inc. 42421.13%1.99%3.30%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.00%0.01%0.02%Q4 2012Q1 202342
Acropolis Investment Management, LLC 42420.04%0.17%0.27%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.07%0.45%1.56%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.03%0.07%Q2 2013Q3 202342
AMG National Trust Bank 42420.05%1.59%4.42%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.01%0.03%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.01%0.03%0.08%Q2 2013Q3 202342
Goldstein Munger & Associates 42420.15%2.42%3.26%Q3 2010Q4 202042
CITIGROUP INC 42420.00%0.01%0.03%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.03%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.00%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.01%0.04%0.12%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.04%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.04%0.12%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.03%0.04%0.06%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.06%0.32%1.20%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.05%0.48%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.22%0.54%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.04%0.07%Q2 2013Q3 202342
COMMERCE BANK 30110.00%0.01%0.02%Q1 2013Q3 202341
DUNCKER STREETT & CO INC 25160.00%0.06%0.64%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.04%0.18%0.36%Q4 2013Q4 202341
JANE STREET GROUP, LLC 2310.00%0.01%0.15%Q1 2014Q3 202241
BAILARD, INC. 31100.05%0.14%0.28%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.03%0.09%Q3 2013Q3 202341
BlackRock Inc. 40400.00%0.01%0.03%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.04%0.16%0.32%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.11%0.76%1.99%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.07%0.18%0.32%Q4 2013Q3 202340
COMERICA BANK 3910.01%0.06%0.12%Q2 2013Q3 202340
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 40400.01%0.07%0.24%Q3 2013Q2 202340
GLENMEDE TRUST CO NA 20200.00%0.00%0.00%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.01%0.04%0.06%Q4 2013Q3 202340
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.03%0.09%0.44%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
LINCOLN NATIONAL CORP 39390.04%0.08%0.17%Q1 2014Q3 202339
BANK OF THE WEST 39390.03%0.12%0.91%Q2 2013Q4 202239
EATON VANCE MANAGEMENT 38380.01%0.02%0.03%Q2 2013Q3 202238
Cetera Advisors LLC 2110.01%0.07%0.20%Q2 2013Q3 202338
North Star Investment Management Corp. 21170.01%0.02%0.03%Q1 2014Q3 202338
Twele Capital Management, Inc. 38380.44%1.48%2.25%Q2 2013Q3 202238
Sandy Spring Bank 21170.00%0.01%0.02%Q1 2014Q3 202338
M&T BANK CORP 23150.00%0.28%0.59%Q1 2014Q3 202338
CAPTRUST FINANCIAL ADVISORS 2610.01%0.04%0.18%Q2 2013Q3 202338
McCutchen Group LLC 38380.30%0.54%0.94%Q2 2013Q3 202238
Plante Moran Financial Advisors, LLC 38380.00%0.03%0.14%Q2 2014Q3 202338
Sequoia Financial Advisors, LLC 3340.01%0.05%0.18%Q1 2014Q3 202337
Roof Eidam Maycock Peralta, LLC 36360.10%0.21%0.42%Q4 2014Q3 202336
OLD SECOND NATIONAL BANK OF AURORA 36360.01%0.01%0.01%Q4 2014Q3 202336
DT Investment Partners, LLC 2310.01%1.51%5.41%Q2 2013Q3 202336
SONATA CAPITAL GROUP INC 36360.39%1.05%3.34%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.01%0.02%0.06%Q4 2013Q3 202336
Texas Yale Capital Corp. 36360.01%0.02%0.03%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.00%0.02%0.10%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.01%0.05%0.11%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.06%0.13%0.46%Q2 2013Q1 202236
BANK OF MONTREAL /CAN/ 3220.00%0.00%0.00%Q2 2013Q3 202336
ENTERPRISE FINANCIAL SERVICES CORP 36360.01%1.16%2.44%Q2 2013Q1 202236
UBS Group AG 36360.00%0.01%0.04%Q4 2014Q3 202336
Family Firm, Inc. 36360.56%0.88%1.38%Q4 2014Q3 202336
Dakota Wealth Management 36360.03%1.39%3.07%Q4 2014Q3 202336
FCA CORP /TX 35350.44%1.12%1.82%Q2 2013Q4 202135
Tower Research Capital LLC (TRC) 1410.00%0.08%0.60%Q3 2013Q3 202335
Coastline Trust Co 19160.03%0.08%0.22%Q2 2013Q3 202235
BUCKINGHAM STRATEGIC WEALTH, LLC 2690.01%0.07%0.16%Q2 2014Q3 202335
SILVERCREST ASSET MANAGEMENT GROUP LLC 35350.00%0.02%0.08%Q1 2015Q3 202335
Diversified Portfolios, Inc. 2870.06%0.31%0.69%Q4 2014Q3 202335
AllSquare Wealth Management LLC 25100.00%0.01%0.01%Q4 2014Q3 202335
FMR LLC 21140.00%0.00%0.00%Q3 2013Q3 202335
Citadel Advisors 910.00%0.00%0.00%Q2 2014Q3 202334
MONETA GROUP INVESTMENT ADVISORS LLC 34340.12%0.27%0.49%Q2 2015Q3 202334
MCF Advisors LLC 34340.01%0.22%1.24%Q4 2011Q1 202034
SECURITY NATIONAL TRUST CO 34340.04%0.05%0.06%Q2 2013Q3 202134
LBMC INVESTMENT ADVISORS, LLC 34341.80%3.41%6.18%Q2 2015Q3 202334
Mariner, LLC 34340.02%0.10%0.34%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 1410.01%0.08%0.26%Q2 2013Q3 202334
St. Johns Investment Management Company, LLC 33330.02%0.05%0.08%Q1 2014Q1 202233
NICOLET BANKSHARES INC 32320.10%0.16%0.38%Q4 2015Q3 202332
HIGHLAND CAPITAL MANAGEMENT, LLC 32320.04%0.13%0.31%Q2 2013Q1 202132
BANQUE PICTET & CIE SA 32320.01%0.02%0.07%Q4 2013Q3 202132
FUKOKU MUTUAL LIFE INSURANCE Co 32320.57%1.13%1.96%Q4 2015Q3 202332
Glenview Trust Co 2810.01%0.07%0.17%Q4 2012Q3 202332
BBVA USA Bancshares, Inc. 32320.11%0.33%0.64%Q2 2013Q1 202132
Sutton Wealth Advisors Inc. 31311.58%2.26%3.38%Q1 2016Q3 202331
One Capital Management, LLC 2560.05%0.74%1.48%Q1 2014Q3 202331
Evercore Wealth Management, LLC 2110.00%0.01%0.01%Q3 2014Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.06%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.01%0.01%0.03%Q1 2016Q3 202331
Homrich & Berg 2560.01%0.02%0.04%Q4 2013Q3 202131
Sharkey, Howes & Javer 1610.04%0.27%1.55%Q1 2015Q3 202330
Whitegate Investment Counselors, Inc. 2010.04%0.10%0.40%Q1 2014Q3 202330
Gradient Investments LLC 17130.00%0.01%0.02%Q2 2013Q4 202030
Asset Dedication, LLC 1750.00%0.01%0.02%Q4 2015Q3 202330
Partnervest Advisory Services LLC 30300.18%0.32%0.46%Q2 2013Q3 202030
NEXT Financial Group, Inc 30300.03%0.11%0.23%Q3 2014Q4 202130
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1010.01%0.05%0.34%Q1 2014Q2 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.02%0.04%Q4 2013Q4 202029
Gunma Bank,Ltd. 2271.17%10.79%18.27%Q2 2016Q3 202329
Carroll Financial Associates, Inc. 2720.00%0.00%0.00%Q2 2014Q4 202129
ASSOCIATED BANC-CORP 2810.02%0.03%0.05%Q2 2013Q1 202129
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2220.00%0.01%0.05%Q2 2014Q1 202329
Focused Wealth Management, Inc 28280.00%0.00%0.00%Q3 2013Q2 202028
Cetera Investment Advisers 28280.09%0.25%0.48%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.00%0.01%0.07%Q4 2016Q3 202328
Madden Advisory Services, Inc. 28280.06%1.19%1.92%Q2 2013Q1 202028
BOKF, NA 1710.00%0.01%0.02%Q1 2015Q2 202328
Osborn Williams & Donohoe LLC 28280.05%0.14%0.30%Q2 2013Q1 202028
PENINSULA ASSET MANAGEMENT INC 28281.32%1.79%2.56%Q2 2013Q1 202028
DEUTSCHE BANK AG\ 2260.00%0.00%0.00%Q3 2013Q2 202328
RAYMOND JAMES TRUST N.A. 1320.01%0.02%0.04%Q2 2013Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.01%0.01%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.00%0.01%0.04%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.07%0.18%0.41%Q4 2016Q3 202328
NewEdge Advisors, LLC 28280.01%0.05%0.10%Q4 2016Q3 202328
FIRST NATIONAL TRUST CO 2420.01%0.12%0.27%Q2 2013Q1 202228
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.01%0.01%Q2 2013Q1 202028
3D ASSET MANAGEMENT, INC 27270.07%0.20%0.49%Q2 2013Q4 201927
SYNOVUS FINANCIAL CORP 17100.00%0.00%0.00%Q2 2013Q2 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.03%0.05%Q2 2013Q4 201927
CWM, LLC 1010.00%0.15%1.17%Q3 2015Q3 202327
Ironwood Financial, llc 2340.00%0.01%0.02%Q4 2014Q3 202127
HOLDERNESS INVESTMENTS CO 27270.10%0.21%0.35%Q1 2017Q3 202327
ARS Investment Partners, LLC 14130.03%0.08%0.14%Q4 2016Q3 202327
REGIONS FINANCIAL CORP 27270.00%0.03%0.08%Q2 2013Q4 201927
B. Riley Wealth Advisors, Inc. 1810.01%0.04%0.12%Q4 2013Q2 202227
First Allied Advisory Services, Inc. 1320.01%0.02%0.11%Q2 2013Q3 202027
Moisand Fitzgerald Tamayo, LLC 2520.02%0.05%0.08%Q4 2015Q3 202327
Ballentine Partners, LLC 26260.16%0.49%1.21%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.08%Q2 2017Q3 202326
JOYN Advisors, Inc. 2330.04%0.81%3.35%Q2 2013Q4 201926
PITTENGER & ANDERSON INC 2510.00%0.01%0.04%Q2 2013Q2 202026
Bridgeworth, LLC 2330.12%0.27%0.54%Q4 2016Q3 202326
HOLLENCREST CAPITAL MANAGEMENT 26260.22%0.30%0.38%Q4 2013Q1 202026
Baird Financial Group, Inc. 2420.00%0.01%0.02%Q2 2016Q3 202326
Anchor Investment Management, LLC 26260.00%0.01%0.03%Q3 2017Q4 202326
Summit Financial Strategies, Inc. 25250.09%0.27%0.46%Q4 2014Q4 202025
BARCLAYS PLC 2210.00%0.00%0.01%Q2 2013Q3 202125
ROPES WEALTH ADVISORS LLC 2410.02%0.08%0.18%Q1 2015Q4 202125
Westside Investment Management, Inc. 1510.00%0.02%0.13%Q4 2016Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.01%0.04%Q1 2017Q3 202325
Sigma Planning Corp 13120.01%0.04%0.13%Q4 2014Q3 202225
CIBC Private Wealth Group, LLC 1110.00%0.00%0.01%Q1 2014Q3 202325
Parallax Volatility Advisers, L.P. 1930.00%0.00%0.00%Q4 2013Q2 201925
JFS WEALTH ADVISORS, LLC 25250.04%0.10%0.16%Q3 2017Q3 202325
TIAA, FSB 25250.03%0.10%0.31%Q2 2017Q2 202325
Allworth Financial LP 2320.00%0.01%0.12%Q1 2014Q3 202325
Horan Securities, Inc. 1110.00%0.02%0.05%Q3 2016Q2 202325
FIRST TRUST ADVISORS LP 1430.00%0.00%0.01%Q2 2013Q2 202225
Bartlett & Co. LLC 1070.00%0.00%0.01%Q2 2017Q4 202325
Front Row Advisors LLC 24240.01%0.02%0.08%Q4 2017Q3 202324
jvl associates llc 24240.57%1.00%1.25%Q4 2017Q3 202324
JOHNSON INVESTMENT COUNSEL INC 1680.01%0.02%0.04%Q2 2013Q2 201924
Mutual Advisors, LLC 24240.05%0.15%0.30%Q4 2017Q3 202324
MASSMUTUAL TRUST CO FSB/ADV 1710.00%0.00%0.02%Q4 2013Q3 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.03%0.05%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.06%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.06%0.07%0.09%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.12%0.22%0.34%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.08%0.14%0.23%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.25%0.44%0.70%Q4 2017Q3 202324
Ledyard National Bank 23230.00%0.00%0.01%Q2 2013Q4 201823
Atria Investments, Inc 1910.02%0.06%0.21%Q2 2013Q4 201923
BB&T SECURITIES, LLC 2210.00%0.01%0.04%Q2 2013Q3 201923
Mount Yale Investment Advisors, LLC 23230.10%0.23%0.38%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
HL FINANCIAL SERVICES LLC 1850.05%0.07%0.09%Q2 2013Q1 201923
Cornerstone Management, Inc. 22220.42%1.58%2.61%Q4 2014Q1 202022
Voya Financial Advisors, Inc. 22220.01%0.03%0.09%Q4 2015Q1 202122
FIRST NATIONAL BANK OF OMAHA 2110.01%0.04%0.06%Q2 2013Q4 201822
Colorado Capital Management, Inc. 1930.12%0.24%0.49%Q4 2015Q2 202222
Sowell Financial Services LLC 1020.02%0.08%0.18%Q4 2016Q3 202322
Johnson Financial Group, Inc. 22220.00%0.02%0.08%Q2 2014Q3 201922
PFG Advisors 1750.02%0.14%0.45%Q4 2017Q3 202322
BTC Capital Management, Inc. 2110.08%0.12%0.16%Q1 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.08%Q3 2018Q3 202321
Belpointe Asset Management LLC 1830.09%0.27%0.46%Q2 2018Q3 202321
Mosaic Financial Partners, Inc. 21210.33%0.61%0.87%Q2 2013Q2 201821
Freedom Investment Management, Inc. 2010.02%0.18%0.33%Q1 2013Q4 201921
Sterling Investment Advisors, Ltd. 1430.02%0.22%0.36%Q4 2016Q3 202321
Arrow Investment Advisors, LLC 1011.28%5.39%9.67%Q2 2013Q2 202221
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.12%0.22%0.33%Q4 2017Q4 202221
VERITY Wealth Advisors 21210.46%0.55%0.71%Q4 2018Q4 202321
OPTIMUM INVESTMENT ADVISORS 1470.01%0.02%0.03%Q3 2013Q2 202121
ASPIRIANT, LLC 1510.02%0.06%0.21%Q2 2013Q2 202221
Capital Planning Advisors, LLC 20200.20%2.61%3.78%Q4 2018Q3 202320
Alley Co LLC 20200.78%1.06%1.30%Q2 2013Q1 201820
Private Ocean, LLC 20200.05%0.09%0.14%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.05%0.07%0.10%Q4 2018Q3 202320
SUNTRUST BANKS INC 20200.00%0.00%0.01%Q4 2014Q3 201920
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
BURKE & HERBERT BANK & TRUST CO 20200.25%0.33%0.42%Q2 2013Q1 201820
Regis Management CO LLC 20200.37%0.50%0.70%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.36%1.45%2.71%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.09%0.14%0.18%Q4 2018Q3 202320
Advisors Asset Management, Inc. 20200.00%0.00%0.00%Q2 2015Q1 202020
GYL FINANCIAL SYNERGIES, LLC 20200.09%0.25%0.40%Q4 2018Q3 202320
Kalos Management, Inc. 930.03%0.35%0.91%Q4 2015Q2 202320
Prospera Financial Services Inc 510.00%0.08%0.30%Q2 2013Q1 202219
Capital Investment Advisory Services, LLC 1630.00%0.01%0.03%Q4 2018Q3 202319
First Heartland Consultants, Inc. 1720.09%0.30%0.65%Q2 2013Q1 201819
CADENCE BANK NA 910.07%0.09%0.18%Q1 2015Q2 202219
Miracle Mile Advisors, LLC 1540.18%0.27%0.54%Q2 2015Q2 202019
CREDIT SUISSE AG/ 19190.00%0.00%0.01%Q1 2013Q3 201719
Corbenic Partners LLC 19190.01%0.01%0.02%Q2 2013Q4 201719
FULTON BREAKEFIELD BROENNIMAN LLC 19191.01%1.26%1.52%Q2 2013Q4 201719
Clearstead Advisors, LLC 1610.01%0.02%0.03%Q4 2017Q4 202219
Private Capital Group, LLC 19190.00%0.03%0.04%Q4 2017Q2 202219
NORTHEAST INVESTMENT MANAGEMENT 19190.18%0.21%0.27%Q2 2013Q4 201719
Bremer Bank National Association 19190.06%0.26%0.49%Q1 2019Q3 202319
NORTHWEST WEALTH MANAGEMENT, LLC 19190.17%0.45%0.70%Q1 2018Q3 202219
Windham Capital Management, LLC 19190.38%0.61%0.94%Q1 2019Q3 202319
Autus Asset Management, LLC 1630.02%0.05%0.07%Q1 2016Q4 202119
OneDigital Investment Advisors LLC 1810.01%0.02%0.05%Q2 2017Q1 202219
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 750.00%0.03%0.27%Q4 2013Q2 202018
New Capital Management LP 18180.03%0.47%0.80%Q4 2016Q1 202118
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.04%0.07%0.14%Q2 2013Q3 201718
NORTHSTAR ASSET MANAGEMENT Co LLC 18180.12%0.14%0.17%Q2 2013Q3 201718
Vivaldi Capital Management LP 18180.07%0.46%1.02%Q4 2018Q1 202318
Rockefeller Capital Management L.P. 18180.00%0.00%0.01%Q2 2019Q3 202318
AlphaMark Advisors, LLC 18180.01%0.03%0.07%Q2 2013Q3 201718
SIMPLEX TRADING, LLC 610.00%0.00%0.01%Q4 2014Q2 202318
AE Wealth Management LLC 1530.00%0.01%0.02%Q4 2017Q3 202318
SENTRY INVESTMENT MANAGEMENT LLC 18181.32%1.59%1.84%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.04%0.11%0.18%Q2 2013Q3 201718
Windsor Financial Group, LLC 17170.60%0.75%1.23%Q2 2013Q2 201717
WFG Advisors, LP 17170.01%0.01%0.02%Q2 2013Q2 201717
Essex Financial Services, Inc. 17170.14%0.18%0.21%Q2 2013Q2 201717
Tolleson Wealth Management, Inc. 17170.12%0.45%1.37%Q3 2019Q3 202317
MERCER GLOBAL ADVISORS INC /ADV 1250.00%0.00%0.01%Q1 2019Q3 202317
IFG Advisors, LLC 17173.33%4.55%6.89%Q3 2019Q3 202317
AVANTAX ADVISORY SERVICES, INC. 1610.01%0.06%0.14%Q2 2019Q3 202317
FIFTH THIRD SECURITIES, INC. 910.06%0.33%1.98%Q3 2016Q3 202317
MYCIO WEALTH PARTNERS, LLC 1430.01%0.02%0.03%Q2 2013Q4 201917
FDx Advisors, Inc. 720.01%0.09%0.47%Q2 2014Q3 202217
Dorsey Wright & Associates 410.60%2.21%4.90%Q2 2013Q2 202217
OmniStar Financial Group, Inc. 17170.72%0.85%0.94%Q4 2017Q4 202117
People's United Financial, Inc. 17170.00%0.01%0.01%Q2 2013Q2 201717
TRUIST FINANCIAL CORP 1610.00%0.00%0.00%Q2 2015Q3 202317
Choate Investment Advisors 1340.00%0.02%0.10%Q2 2013Q3 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
1st Global Advisors, Inc. 17170.78%1.43%2.36%Q2 2013Q2 201717
IMA Wealth, Inc. 1430.01%0.53%2.55%Q2 2013Q4 201817
FIRST NATIONAL CORP /MA/ /ADV 1520.00%0.25%0.50%Q4 2018Q3 202317
Financial Insights, Inc. 1610.12%0.33%0.44%Q2 2019Q3 202317
Hanson & Doremus Investment Management 16160.00%0.00%0.01%Q2 2013Q1 201716
Mine & Arao Wealth Creation & Management, LLC. 16161.30%1.68%2.11%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16160.17%0.50%0.90%Q4 2019Q3 202316
1ST SOURCE BANK 1150.02%0.04%0.06%Q3 2014Q1 202016
Cerity Partners LLC 16160.01%0.29%1.06%Q4 2019Q3 202316
Cordant, Inc. 16160.14%0.17%0.21%Q4 2019Q3 202316
BROWN ADVISORY INC 16160.00%0.00%0.00%Q2 2013Q1 201716
OPPENHEIMER & CO INC 1510.01%0.04%0.08%Q2 2013Q1 202216
Sowa Financial Group, Inc. 16160.45%0.91%2.04%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1150.00%0.00%0.00%Q4 2013Q2 201816
Equitable Holdings, Inc. 16160.02%0.03%0.03%Q4 2019Q3 202316
Chicago Partners Investment Group LLC 720.00%0.01%0.03%Q1 2017Q2 202316
COMERICA SECURITIES,INC. 1410.01%0.04%0.05%Q1 2019Q3 202316
EP Wealth Advisors, LLC 16160.01%0.03%0.05%Q4 2019Q3 202316
COMERICA SECURITIES INC 1150.03%0.30%0.91%Q2 2014Q4 201816
COLDSTREAM CAPITAL MANAGEMENT INC 930.02%0.03%0.04%Q2 2017Q3 202316
DROMS STRAUSS ADVISORS INC /MO/ /ADV 1150.09%0.17%0.31%Q4 2018Q2 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.24%0.28%0.30%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.24%0.31%0.44%Q2 2013Q1 201716
Archer Investment Corp 16160.00%0.01%0.02%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 16160.00%0.00%0.00%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
SG Americas Securities, LLC 820.00%0.06%0.15%Q2 2013Q4 201816
BlackRock Fund Advisors 15150.08%0.13%0.19%Q2 2013Q4 201615
Capital Asset Advisory Services LLC 1230.00%0.02%0.02%Q4 2019Q3 202315
Garde Capital, Inc. 1230.03%0.26%0.55%Q2 2019Q3 202315
LifePlan Financial Group, Inc 1140.03%0.04%0.06%Q2 2013Q3 202015
Disciplined Investments, LLC 15150.08%0.61%0.95%Q4 2019Q2 202315
CAROLINAS WEALTH CONSULTING LLC 15150.01%0.02%0.05%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.05%0.09%Q2 2013Q4 201615
Hudock, Inc. 15150.00%0.00%0.00%Q1 2019Q3 202215
Glovista Investments LLC 15150.04%0.07%0.12%Q3 2013Q1 201715
DOHJ, LLC 15150.13%0.42%0.98%Q4 2019Q2 202315
Avion Wealth 15150.00%0.01%0.02%Q1 2020Q3 202315
Aft, Forsyth & Sober, LLC 15150.23%2.10%6.02%Q2 2013Q4 201615
FIRST HAWAIIAN BANK 1110.00%0.02%0.04%Q2 2013Q3 202215
Modera Wealth Management, LLC 15150.02%0.08%0.19%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.01%0.01%Q2 2013Q4 201615
BESSEMER GROUP INC 510.00%0.00%0.00%Q2 2013Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.04%Q1 2020Q3 202315
Rehmann Capital Advisory Group 960.00%0.03%0.05%Q1 2018Q4 202215
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 15150.15%0.42%0.62%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.05%0.11%Q2 2016Q4 201915
RAY GERALD L & ASSOCIATES LTD 15150.06%0.13%0.29%Q1 2014Q3 201715
INTEGRATED WEALTH COUNSEL, LLC 15150.06%0.26%1.03%Q2 2013Q4 201615
Virtu KCG Holdings LLC 1320.00%0.01%0.03%Q3 2013Q2 201715
BlackRock Investment Management, LLC 15150.01%0.01%0.02%Q2 2013Q4 201615
MONEYWISE, INC. 14140.35%1.11%2.06%Q2 2019Q3 202214
NewSquare Capital LLC 14140.00%0.41%0.82%Q2 2016Q3 201914
PEAPACK GLADSTONE FINANCIAL CORP 950.01%0.01%0.02%Q3 2016Q2 202214
JANICZEK WEALTH MANAGEMENT, LLC 14140.04%0.06%0.08%Q2 2020Q3 202314
Virtu Financial LLC 510.03%0.13%0.33%Q3 2013Q4 201914
BROWN BROTHERS HARRIMAN & CO 860.00%0.00%0.00%Q2 2015Q1 202014
NVWM, LLC 1040.00%0.20%0.65%Q4 2018Q2 202314
Integrated Wealth Concepts LLC 14140.00%0.02%0.05%Q1 2020Q2 202314
CHOREO, LLC 1130.01%0.04%0.07%Q3 2014Q3 202314
MACROVIEW INVESTMENT MANAGEMENT LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Bank Julius Baer & Co. Ltd, Zurich 14140.00%0.01%0.02%Q1 2020Q2 202314
Camelot Portfolios, LLC 1040.11%0.17%0.28%Q2 2013Q4 201614
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.01%0.01%Q2 2013Q3 201614
Psagot Value Holdings Ltd. 14140.00%0.00%0.02%Q2 2013Q3 201614
BAR HARBOR WEALTH MANAGEMENT 14140.03%0.03%0.04%Q3 2016Q4 201914
PRIVATE TRUST CO NA 720.01%0.05%0.12%Q1 2013Q3 202214
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Foundations Investment Advisors, LLC 14140.05%0.25%0.40%Q2 2020Q3 202314
CVA Family Office, LLC 14140.02%0.05%0.13%Q1 2020Q2 202314
Pinnacle Bancorp, Inc. 14140.04%0.06%0.07%Q2 2019Q3 202214
Wealthstreet Investment Advisors, LLC 14140.03%0.09%0.24%Q4 2017Q1 202114
Lehman & Derafelo Financial Resources LLC 1220.01%0.02%0.02%Q4 2018Q3 202214
McNaughton Wealth Management, LLC 14141.41%3.40%4.05%Q2 2020Q3 202314
Argentus Capital Management, LLC 14140.14%0.25%0.39%Q2 2013Q3 201614
Emerson Wealth, LLC 13130.26%0.43%0.68%Q2 2019Q2 202213
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.03%0.06%0.08%Q4 2019Q3 202313
KANALY TRUST CO 13130.04%0.06%0.09%Q4 2013Q4 201613
Independent Portfolio Consultants, Inc. 13130.00%0.01%0.06%Q2 2014Q2 201713
Simmons Bank 530.02%0.03%0.06%Q1 2016Q1 202213
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1210.00%0.01%0.04%Q2 2013Q1 201713
WEBSTER BANK, N. A. 1030.01%0.03%0.04%Q2 2013Q2 201713
Larson Financial Group LLC 850.00%0.00%0.01%Q2 2019Q3 202313
Founders Financial Alliance, LLC 13130.03%0.05%0.07%Q3 2020Q3 202313
Guidant Wealth Advisors 13130.18%0.45%0.62%Q3 2016Q3 201913
Premise Capital, LLC 13130.01%4.54%16.30%Q4 2015Q4 201813
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.00%0.00%Q3 2015Q3 201913
Merriman Wealth Management, LLC 420.30%1.46%2.56%Q2 2014Q3 201813
TIEDEMANN ADVISORS, LLC 13130.01%0.02%0.03%Q3 2019Q3 202213
MILLIE CAPITAL MANAGEMENT, LLC 13130.17%0.80%1.54%Q4 2014Q4 201713
Kestra Advisory Services, LLC 13130.19%0.25%0.31%Q3 2020Q3 202313
Fieldpoint Private Securities, LLC 1010.02%0.06%0.11%Q1 2017Q1 202113
Integrated Advisors Network LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
COZAD ASSET MANAGEMENT INC 12120.03%0.04%0.08%Q4 2020Q3 202312
TRUST DEPARTMENT MB FINANCIAL BANK N A 1110.00%0.04%0.10%Q4 2013Q3 201812
CreativeOne Wealth, LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
Connecticut Wealth Management, LLC 12120.95%1.55%1.97%Q4 2020Q3 202312
Semmax Financial Advisors Inc. 750.00%0.00%0.01%Q4 2018Q1 202212
VALLEY NATIONAL ADVISERS INC 12120.00%0.00%0.01%Q1 2015Q4 201712
Quantitative Investment Management, LLC 410.02%0.06%0.15%Q1 2015Q1 202112
EVOKE WEALTH, LLC 1110.00%0.00%0.01%Q3 2019Q3 202212
Annapolis Financial Services, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.01%0.01%0.01%Q2 2018Q1 202112
Accel Wealth Management 12120.00%0.02%0.13%Q4 2020Q3 202312
Timber Hill LLC 510.00%0.01%0.06%Q2 2013Q3 201712
SEI INVESTMENTS CO 12120.00%0.00%0.00%Q3 2015Q2 201812
ASSETMARK, INC 210.00%0.21%1.16%Q2 2014Q3 202312
Joel Isaacson & Co., LLC 12120.01%0.02%0.02%Q1 2014Q4 201612
Biltmore Family Office, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.37%0.93%1.42%Q4 2020Q3 202312
THOMPSON DAVIS & CO., INC. 1020.00%0.00%0.00%Q4 2013Q3 201712
Wealthcare Advisory Partners LLC 1110.00%0.00%0.01%Q3 2017Q1 202112
Newton One Investments LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
GABLES CAPITAL MANAGEMENT INC. 12120.03%0.03%0.04%Q2 2018Q1 202112
SII INVESTMENTS INC/WI 12120.06%0.42%1.42%Q1 2015Q4 201712
SOA Wealth Advisors, LLC. 12120.02%0.06%0.27%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12120.19%0.30%0.40%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.04%Q4 2018Q3 202112
SP Asset Management 660.03%0.06%0.10%Q2 2018Q3 202212
PRINCIPAL FINANCIAL GROUP INC 210.00%0.00%0.01%Q4 2013Q4 202212
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
HARVEST CAPITAL MANAGEMENT INC 1010.10%0.12%0.15%Q2 2013Q2 201611
Barrett Asset Management, LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
PEDDOCK CAPITAL ADVISORS, LLC 11110.29%0.42%0.50%Q1 2021Q3 202311
Sunbelt Securities, Inc. 1010.02%0.05%0.10%Q4 2016Q3 202311
Pinnacle Summer Investments, Inc. 11110.00%0.00%0.00%Q2 2013Q4 201511
Argent Trust Co 920.01%0.02%0.04%Q3 2018Q1 202311
VSR Financial Services, Inc. 11110.03%0.06%0.10%Q4 2013Q2 201611
BAHL & GAYNOR INC 1010.00%0.00%0.01%Q1 2015Q1 201811
LEVEL FOUR ADVISORY SERVICES, LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
TWO SIGMA ADVISERS, LP 510.00%0.01%0.04%Q1 2015Q1 202311
Simplicity Solutions, LLC 710.00%0.21%0.57%Q4 2015Q2 202011
Lehman Financial Resources, Inc. 11110.02%0.02%0.02%Q1 2013Q3 201511
MAIRS & POWER INC 920.00%0.00%0.00%Q4 2015Q3 201811
Ten Capital Wealth Advisors, LLC 11110.02%0.24%0.60%Q4 2020Q2 202311
WOLVERINE TRADING, LLC 520.00%0.00%0.00%Q2 2017Q2 202211
Alpha Omega Wealth Management LLC 11110.02%0.02%0.03%Q4 2016Q2 201911
CYPRESS CAPITAL MANAGEMENT LLC 11110.06%0.07%0.09%Q4 2014Q2 201711
QUEST INVESTMENT MANAGEMENT LLC 11110.05%0.06%0.07%Q1 2020Q3 202211
SATOVSKY ASSET MANAGEMENT LLC 11110.11%0.33%1.56%Q4 2020Q2 202311
Crossvault Capital Management LLC 11110.15%0.22%0.27%Q2 2015Q4 201711
Concert Wealth Management Inc. 820.03%0.06%0.10%Q2 2013Q3 201611
Cresset Asset Management, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Advisors Preferred, LLC 410.00%0.56%3.30%Q2 2014Q3 202111
Efficient Market Advisors, LLC 11110.00%0.05%0.28%Q2 2013Q4 201511
Klingman & Associates, LLC 10100.02%0.02%0.03%Q4 2020Q1 202310
VAUGHAN & Co SECURITIES, INC. 10100.23%0.43%0.64%Q4 2019Q1 202210
Transamerica Financial Advisors, Inc. 910.00%0.02%0.17%Q2 2013Q1 201610
Orin Green Financial, LLC 910.12%0.16%0.20%Q4 2020Q2 202310
FIRST FOUNDATION ADVISORS 410.01%0.01%0.02%Q2 2016Q1 202210
Regal Investment Advisors LLC 10100.00%0.01%0.03%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
Waldron Private Wealth LLC 10100.03%0.04%0.05%Q2 2021Q3 202310
Beacon Pointe Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
MONROE BANK & TRUST/MI 550.00%0.26%1.53%Q2 2013Q4 201510
Valeo Financial Advisors, LLC 910.00%0.00%0.00%Q4 2017Q4 202010
Global Financial Private Capital, Inc 10100.00%0.03%0.06%Q1 2017Q2 201910
SVB WEALTH LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
JAG CAPITAL MANAGEMENT, LLC 910.10%0.11%0.14%Q2 2014Q4 201610
WealthTrust Fairport, LLC 730.00%0.00%0.00%Q2 2013Q3 201810
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Baltimore-Washington Financial Advisors, Inc. 10100.13%0.22%0.36%Q4 2013Q1 201610
Midwest Professional Planners, LTD. 820.06%0.88%2.42%Q4 2017Q4 202110
COHEN & STEERS, INC. 810.00%0.00%0.00%Q1 2020Q3 202310
Ausdal Financial Partners, Inc. 910.07%0.11%0.21%Q4 2015Q3 201810
GeoWealth Management, LLC 730.04%0.26%0.51%Q2 2020Q1 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 410.05%0.22%1.00%Q2 2014Q4 202010
Dorsey & Whitney Trust CO LLC 910.03%0.05%0.07%Q4 2015Q3 201810
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Bank of Marin 10100.20%0.28%0.35%Q4 2020Q1 202310
HC FINANCIAL ADVISORS INC 10100.07%0.08%0.10%Q1 2020Q2 202210
Csenge Advisory Group 10100.02%0.03%0.03%Q2 2021Q3 202310
FINANCIAL COUNSELORS INC 540.02%0.04%0.09%Q2 2013Q4 20179
SeaCrest Wealth Management, LLC 610.01%0.02%0.04%Q4 2017Q2 20229
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.03%0.06%Q4 2016Q2 20239
Kistler-Tiffany Companies, LLC 990.02%0.04%0.05%Q2 2013Q2 20159
Franklin, Parlapiano, Turner & Welch, LLC 720.07%0.12%0.25%Q4 2012Q1 20179
Innova Wealth Partners 810.25%1.39%3.18%Q1 2021Q3 20239
NWAM LLC 720.04%0.15%0.21%Q2 2012Q4 20199
Concord Wealth Partners 420.00%0.00%0.00%Q1 2021Q3 20239
HawsGoodwin Investment Management LLC 990.01%0.02%0.05%Q4 2019Q4 20219
HOWE & RUSLING INC 610.00%0.00%0.01%Q1 2018Q3 20239
C M BIDWELL & ASSOCIATES LTD 990.00%0.00%0.01%Q3 2021Q3 20239
Eudaimonia Partners, LLC 630.01%0.06%0.17%Q4 2019Q3 20239
Sawyer & Company, Inc 990.02%0.02%0.02%Q4 2017Q4 20199
B. Riley Wealth Management, Inc. 610.01%0.08%0.38%Q1 2014Q2 20199
TWO SIGMA INVESTMENTS, LP 410.00%0.01%0.02%Q4 2013Q3 20189
Jordan Park Group LLC 990.02%0.02%0.04%Q3 2021Q3 20239
Summit X, LLC 810.01%0.10%0.15%Q3 2020Q3 20239
Stanford Investment Group, Inc. 990.00%0.04%0.14%Q4 2014Q4 20169
Qube Research & Technologies Ltd 530.00%0.00%0.00%Q2 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.00%0.00%Q2 2013Q1 20158
SIMON QUICK ADVISORS, LLC 310.01%0.04%0.08%Q1 2017Q1 20208
White Knight Strategic Wealth Advisors, LLC 880.56%0.75%0.83%Q4 2021Q3 20238
Aspire Private Capital, LLC 880.00%0.01%0.02%Q3 2021Q2 20238
Linscomb & Williams, Inc. 710.01%0.02%0.03%Q1 2016Q2 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Oakworth Capital, Inc. 880.00%0.00%0.00%Q4 2015Q3 20178
CAHILL FINANCIAL ADVISORS INC 410.04%0.12%0.18%Q4 2014Q4 20218
Realta Investment Advisors 420.00%0.01%0.01%Q1 2019Q3 20238
Audent Global Asset Management, LLC 880.41%0.67%1.05%Q4 2021Q3 20238
Baron Financial Group, LLC 880.03%0.05%0.06%Q3 2020Q2 20228
ABERDEEN ASSET MANAGEMENT PLC/UK 440.01%0.01%0.03%Q2 2013Q2 20178
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.06%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.07%0.11%0.14%Q4 2021Q3 20238
Investors Research Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 880.38%0.67%0.92%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.06%0.13%0.25%Q4 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 610.00%0.00%0.01%Q4 2016Q2 20228
Intergy Private Wealth, LLC 884.18%5.07%6.46%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
High Net Worth Advisory Group LLC 710.07%0.08%0.09%Q4 2021Q4 20238
Robertson Stephens Wealth Management, LLC 880.04%0.05%0.08%Q4 2020Q3 20228
Burleson & Company, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Arkadios Wealth Advisors 710.00%0.05%0.09%Q2 2021Q3 20238
Brewster Financial Planning LLC 886.70%7.65%8.59%Q4 2021Q3 20238
BEAM WEALTH ADVISORS, INC. 410.20%0.32%0.66%Q4 2019Q1 20238
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Azimuth Capital Management LLC 880.13%0.17%0.21%Q2 2013Q1 20158
D'Orazio & Associates, Inc. 610.00%0.00%0.00%Q1 2016Q1 20218
BRIGGS ADVISORY GROUP, INC. 880.57%0.88%1.26%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.39%0.46%0.54%Q4 2021Q3 20238
WESPAC Advisors SoCal, LLC 880.14%0.31%0.57%Q4 2015Q3 20178
Fortress Wealth Management, Inc. 881.66%2.25%2.65%Q4 2021Q3 20238
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 410.01%0.01%0.01%Q4 2013Q1 20168
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q1 2019Q3 20217
HBW ADVISORY SERVICES LLC 310.01%0.05%0.06%Q4 2020Q4 20227
Placemark Investments, Inc. 770.03%0.06%0.10%Q2 2013Q4 20147
Squar Milner Financial Services LLC 520.02%0.02%0.03%Q2 2018Q1 20207
Apella Capital, LLC 610.02%0.07%0.21%Q3 2021Q2 20237
Integrated Wealth Management 770.02%0.03%0.04%Q1 2015Q3 20167
ARBOR TRUST WEALTH ADVISORS, LLC 770.85%1.54%1.93%Q1 2022Q3 20237
Landmark Bank 770.05%0.17%0.21%Q2 2018Q4 20197
Vickerman Investment Advisors, Inc. 770.10%0.88%1.16%Q3 2021Q1 20237
First Personal Financial Services 770.01%0.02%0.03%Q2 2016Q4 20177
Atria Wealth Solutions, Inc. 770.06%0.10%0.16%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.02%0.02%0.02%Q4 2020Q2 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.10%0.20%0.40%Q2 2013Q4 20147
SYM FINANCIAL Corp 770.03%0.05%0.06%Q4 2017Q2 20197
AVAII WEALTH MANAGEMENT, LLC 770.17%0.23%0.25%Q4 2021Q2 20237
Fiera Capital Corp 310.00%0.00%0.00%Q1 2016Q2 20187
COLONY GROUP LLC 520.00%0.01%0.02%Q3 2015Q4 20197
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.03%0.13%Q1 2021Q4 20227
Tyler-Stone Wealth Management 520.00%0.02%0.02%Q4 2021Q3 20237
AWM CAPITAL, LLC 771.02%1.50%2.17%Q1 2022Q3 20237
Horizons Wealth Management 770.59%0.66%0.78%Q2 2022Q4 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.03%Q4 2020Q4 20227
Krilogy Financial LLC 610.00%0.00%0.00%Q3 2015Q2 20177
SJS Investment Consulting Inc. 520.16%0.25%0.33%Q4 2021Q3 20237
SIGNATUREFD, LLC 310.00%0.01%0.03%Q2 2013Q1 20207
South Shore Capital Advisors 770.27%0.65%0.88%Q1 2021Q3 20227
Hemenway Trust Co LLC 610.03%0.04%0.04%Q1 2018Q4 20197
Aspire Wealth Management Corp 770.02%0.03%0.04%Q4 2021Q2 20237
WealthShield Partners, LLC 310.00%0.07%0.29%Q1 2021Q3 20237
AMERICAN NATIONAL BANK 610.02%0.04%0.06%Q3 2014Q3 20177
Avidian Wealth Solutions, LLC 430.01%0.13%0.38%Q4 2021Q3 20237
Community Bank, N.A. 410.00%0.00%0.01%Q4 2014Q1 20197
Bank of New Hampshire 770.02%0.02%0.02%Q1 2022Q3 20237
TD Ameritrade Trust Co 770.37%0.77%0.91%Q2 2013Q4 20147
Rockbridge Investment Management, LCC 770.00%0.00%0.01%Q2 2020Q4 20217
ATHERTON LANE ADVISERS, LLC 770.02%0.10%0.16%Q2 2014Q4 20157
HRT FINANCIAL LP 210.00%0.54%1.58%Q4 2014Q4 20227
SHAPIRO ROBERT N 770.05%0.05%0.07%Q2 2013Q4 20147
Cobble Hill Financial Services, INC 770.05%0.06%0.08%Q1 2013Q3 20147
Goelzer Investment Management, Inc. 770.05%0.05%0.06%Q1 2019Q3 20207
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.00%0.00%0.01%Q4 2014Q1 20166
BRYN MAWR TRUST Co 660.05%0.09%0.14%Q1 2013Q2 20146
Ameritas Advisory Services, LLC 310.01%0.01%0.01%Q4 2021Q3 20236
First Western Trust Bank 660.02%0.02%0.03%Q1 2022Q2 20236
MATHER GROUP, LLC. 660.00%0.01%0.01%Q2 2022Q3 20236
Blueprint Investment Partners LLC 660.61%1.04%1.67%Q4 2021Q1 20236
Visionary Asset Management, Inc. 660.01%0.04%0.10%Q3 2013Q4 20146
Integrity Financial Corp /WA 660.00%0.01%0.01%Q4 2021Q1 20236
Lenox Wealth Management, Inc. 660.00%0.00%0.00%Q4 2015Q1 20176
Castleview Partners, LLC 510.00%0.07%0.39%Q2 2021Q1 20236
Brookstone Capital Management 510.01%0.12%0.70%Q4 2015Q2 20226
Stone Asset Management Inc. 663.02%3.73%4.40%Q4 2021Q1 20236
Weaver Consulting Group 660.00%0.01%0.01%Q1 2019Q2 20206
HAZLETT, BURT & WATSON, INC. 660.11%0.13%0.14%Q1 2022Q2 20236
FORVIS Wealth Advisors, LLC 660.02%0.03%0.05%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.01%0.02%0.04%Q2 2020Q3 20216
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
FARMERS & MERCHANTS INVESTMENTS INC 660.00%0.00%0.01%Q3 2015Q4 20166
Fortitude Advisory Group L.L.C. 330.16%0.17%0.20%Q4 2021Q2 20236
FundX Investment Group, LLC 310.38%1.35%2.19%Q1 2015Q4 20216
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 660.01%0.02%0.04%Q2 2016Q3 20176
Freedman Financial Associates, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
U.S. Capital Wealth Advisors, LLC 660.02%0.03%0.03%Q3 2021Q4 20226
UBS AG 660.02%0.03%0.05%Q2 2013Q3 20146
GUGGENHEIM CAPITAL LLC 660.00%0.00%0.01%Q2 2013Q3 20146
SPC Financial, Inc. 220.02%0.85%2.49%Q2 2013Q1 20226
Pacifica Partners Inc. 660.04%0.05%0.05%Q4 2021Q1 20236
Horizon Family Wealth, Inc. 660.93%1.93%2.90%Q4 2021Q1 20236
Portfolio Strategies, Inc. 310.01%0.62%1.79%Q4 2017Q3 20216
Alerus Investment Advisors Corp 550.10%0.12%0.15%Q2 2013Q2 20145
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.00%0.01%0.01%Q1 2022Q3 20235
Legacy Private Trust Co. 410.07%0.81%3.58%Q2 2013Q3 20165
James J. Burns & Company, LLC 550.29%0.31%0.35%Q3 2022Q3 20235
H&H Retirement Design & Management INC 410.17%1.52%1.99%Q3 2020Q4 20215
Crosspoint Capital Strategies, LLC 210.00%0.01%0.03%Q4 2014Q3 20165
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q4 2019Q2 20225
Wilmington Trust Investment Management, LLC 550.19%0.24%0.30%Q2 2013Q2 20145
Jane Street Holding, LLC 330.01%0.03%0.09%Q2 2013Q4 20135
PARK AVENUE SECURITIES LLC 550.00%0.01%0.01%Q1 2021Q1 20225
Strategic Asset Management, LLC 550.05%0.05%0.06%Q3 2021Q3 20225
Farmers National Bank 320.01%0.02%0.03%Q4 2017Q2 20195
Blue Sky Asset Management, LLC 410.38%1.78%3.37%Q1 2017Q1 20195
Selective Wealth Management, Inc. 550.03%0.04%0.07%Q3 2021Q3 20225
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.01%Q2 2013Q3 20235
TWO SIGMA SECURITIES, LLC 410.00%0.32%1.36%Q1 2017Q3 20185
Marshall Financial Group LLC 550.07%0.31%0.39%Q4 2020Q4 20215
PATHSTONE FAMILY OFFICE, LLC 410.01%0.03%0.09%Q2 2013Q3 20235
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
SENTINEL TRUST CO LBA 550.24%0.26%0.28%Q4 2013Q4 20145
US FINANCIAL ADVISORS, LLC 550.01%0.01%0.01%Q4 2014Q4 20155
Quantitative Advantage, LLC 210.60%1.22%3.27%Q2 2014Q4 20155
Cassady Schiller Wealth Management, LLC 410.02%0.03%0.05%Q4 2021Q3 20235
Wilmington Trust, National Association 550.57%0.70%0.86%Q2 2013Q2 20145
N.E.W. Advisory Services LLC 320.03%0.08%0.14%Q4 2020Q1 20225
RATIONAL ADVISORS LLC 320.01%0.06%0.14%Q3 2009Q3 20115
Bison Wealth, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Perigon Wealth Management, LLC 410.01%0.01%0.02%Q4 2020Q3 20235
WILMINGTON TRUST CO 550.33%0.41%0.51%Q2 2013Q2 20145
Stokes Capital Advisors, LLC 550.44%0.50%0.57%Q4 2017Q4 20185
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2014Q3 20175
Beaumont Financial Partners, LLC 211.26%2.07%3.45%Q2 2013Q1 20155
SIMMONS FIRST TRUST CO NA 550.06%0.11%0.14%Q4 2014Q4 20155
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
SCOTIA CAPITAL INC. 550.01%0.05%0.06%Q4 2014Q4 20155
Private Advisory Group LLC 550.19%0.38%0.77%Q1 2017Q1 20185
GUARDIAN WEALTH ADVISORS, LLC / NC 410.01%0.01%0.02%Q4 2021Q3 20235
Bridge Advisory, LLC 410.11%0.19%0.34%Q4 2021Q3 20235
Kore Private Wealth LLC 320.00%0.01%0.02%Q4 2018Q2 20205
Financial Advocates Investment Management 550.10%0.11%0.12%Q4 2017Q4 20185
Destination Wealth Management 410.00%0.00%0.01%Q2 2015Q2 20195
Piscataqua Savings Bank 550.03%0.04%0.04%Q1 2021Q1 20225
EUDAIMONIA ADVISORS LLC 320.15%0.43%0.59%Q4 2021Q3 20235
Cadence Bank 550.02%0.02%0.02%Q3 2022Q3 20235
Three Bridge Wealth Advisors, LLC 550.12%0.15%0.17%Q1 2022Q1 20235
Vigilant Capital Management, LLC 210.00%0.01%0.02%Q2 2013Q4 20175
PARTNERS CAPITAL INVESTMENT GROUP, LLP 550.01%0.02%0.04%Q4 2017Q4 20185
Tradewinds Capital Management, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Cassaday & Co Wealth Management LLC 442.34%3.17%3.58%Q4 2022Q3 20234
Brown Miller Wealth Management, LLC 440.24%0.25%0.27%Q3 2021Q2 20224
CITIZENS FINANCIAL GROUP INC/RI 440.01%0.01%0.01%Q1 2019Q4 20194
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q2 2014Q2 20154
OARSMAN CAPITAL, INC. 440.08%0.09%0.10%Q2 2021Q1 20224
Per Stirling Capital Management, LLC. 440.52%0.71%1.12%Q4 2022Q3 20234
Lumbard & Kellner, LLC 440.08%0.08%0.09%Q2 2021Q1 20224
CMH Wealth Management LLC 441.36%1.40%1.46%Q4 2021Q3 20224
Renaissance Technologies 210.00%0.00%0.00%Q4 2021Q2 20234
BREMER TRUST NATIONAL ASSOCIATION 440.06%0.07%0.09%Q1 2018Q4 20184
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 210.00%0.00%0.00%Q4 2020Q3 20234
FOUNDERS BANK & TRUST 440.01%0.01%0.02%Q2 2013Q1 20144
Gryphon Financial Partners LLC 310.00%0.00%0.00%Q4 2017Q2 20224
Koss-Olinger Consulting, LLC 440.75%0.83%0.93%Q4 2022Q3 20234
Sonora Investment Management, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
JDM Financial Group LLC 440.04%0.05%0.05%Q4 2022Q3 20234
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q1 2019Q4 20224
Financial Services Advisory Inc 440.74%1.14%1.67%Q2 2021Q1 20224
AVIANCE CAPITAL MANAGEMENT, LLC 440.01%0.02%0.02%Q4 2015Q3 20164
Karp Capital Management Corp 310.00%0.08%0.12%Q4 2014Q4 20184
Wilmington Funds Management Corp 440.12%0.14%0.15%Q3 2013Q2 20144
Peachtree Investment Advisors, Inc. 440.00%0.00%0.00%Q3 2014Q2 20154
BALDWIN BROTHERS LLC/MA 440.01%0.01%0.01%Q1 2016Q4 20164
Enterprise Trust & Investment Co 440.01%0.01%0.02%Q3 2021Q2 20224
Independence Advisors, LLC 440.02%0.02%0.02%Q4 2019Q3 20204
RGT Wealth Advisors, LLC 440.14%0.19%0.27%Q3 2016Q2 20174
Personal Wealth Partners 310.00%0.03%0.04%Q2 2019Q2 20214
Aptus Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Harfst & Associates, Inc. 310.00%0.01%0.01%Q2 2015Q1 20174
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Prime Capital Investment Advisors, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Planned Solutions, Inc. 220.04%0.10%0.16%Q3 2020Q1 20224
Mascoma Wealth Management LLC 440.00%0.01%0.02%Q4 2016Q3 20174
SHINE INVESTMENT ADVISORY SERVICES INC 440.01%0.01%0.01%Q4 2018Q3 20194
Arete Wealth Advisors, LLC 440.42%0.44%0.46%Q3 2015Q2 20164
PrairieView Partners, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
FormulaFolio Investments, LLC 220.01%0.05%0.11%Q3 2019Q4 20204
Addison Capital Co 440.12%0.12%0.12%Q4 2020Q3 20214
Haverford Trust Co 440.01%0.01%0.01%Q1 2017Q4 20174
BREWIN DOLPHIN LTD 440.00%0.00%0.00%Q3 2017Q2 20184
ROBERTSON STEPHENS ADVISORS LLC 441.22%1.59%1.91%Q4 2016Q3 20174
Leelyn Smith, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Estate Counselors, LLC 310.07%0.10%0.13%Q2 2013Q4 20144
Harvest Investment Services, LLC 440.11%0.18%0.30%Q4 2018Q3 20194
Demars Financial Group, LLC 440.14%0.21%0.28%Q1 2021Q4 20214
Frontier Wealth Management LLC 210.00%0.01%0.02%Q4 2020Q1 20224
SP Asset Management LLC 440.03%0.06%0.12%Q4 2022Q3 20234
PRIO WEALTH LIMITED PARTNERSHIP 310.01%0.01%0.01%Q1 2016Q1 20174
Corient Private Wealth LLC 440.01%0.02%0.02%Q4 2022Q3 20234
New England Investment & Retirement Group, Inc. 442.30%2.58%2.96%Q2 2014Q1 20154
Heritage Wealth Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ADIRONDACK TRUST CO 440.01%0.01%0.01%Q1 2021Q4 20214
SOUNDMARK WEALTH MANAGEMENT, LLC 440.41%0.51%0.60%Q4 2020Q3 20214
Altavista Wealth Management, Inc. 440.13%0.16%0.22%Q2 2013Q1 20144
WESBANCO BANK INC 440.01%0.01%0.01%Q2 2021Q1 20224
Dynamic Advisor Solutions LLC 310.02%0.02%0.03%Q2 2021Q2 20224
Noven Financial Group, Inc. 220.20%0.25%0.28%Q4 2014Q1 20164
Vectors Research Management, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
WBI INVESTMENTS, LLC 310.01%0.01%0.01%Q2 2016Q3 20174
CAPE COD FIVE CENTS SAVINGS BANK 330.05%0.06%0.07%Q2 2013Q4 20133
Farmers & Merchants Trust Co of Chambersburg PA 330.18%0.18%0.19%Q4 2016Q2 20173
Glass Jacobson Investment Advisors llc 210.14%0.16%0.18%Q4 2022Q3 20233
Integrated Investment Consultants, LLC 330.08%0.09%0.10%Q3 2021Q1 20223
Orion Portfolio Solutions, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Acorn Wealth Advisors, LLC 330.04%0.04%0.05%Q4 2017Q2 20183
USCA RIA LLC 330.04%0.05%0.06%Q4 2020Q2 20213
VitalStone Financial, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
IFC Holdings Incorporated/FL 330.02%0.03%0.03%Q3 2016Q1 20173
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Advisor Resource Council 110.04%0.04%0.05%Q2 2021Q2 20223
Secrest Blakey & Associates, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
RDA Financial Network 330.11%0.14%0.18%Q4 2019Q2 20203
O'Brien Wealth Partners LLC 330.01%0.01%0.02%Q1 2018Q3 20183
Brick & Kyle, Associates 330.00%0.01%0.01%Q4 2014Q2 20153
WASHINGTON TRUST Co 210.00%0.00%0.00%Q2 2018Q3 20233
Camarda Financial Advisors, LLC 330.01%0.03%0.06%Q2 2013Q4 20133
Segment Wealth Management, LLC 330.61%0.71%0.78%Q1 2016Q3 20163
Strategic Income Management, LLC 334.13%4.31%4.45%Q4 2014Q2 20153
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 210.03%0.29%0.42%Q1 2016Q4 20203
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 330.00%0.00%0.00%Q2 2016Q4 20163
Rollins Financial 330.08%0.11%0.14%Q1 2022Q3 20223
Topel & Distasi Wealth Management, LLC 330.12%0.12%0.12%Q4 2021Q2 20223
3D/L Capital Management, LLC 210.05%0.05%0.05%Q2 2021Q1 20223
Kesler, Norman & Wride, LLC 330.10%0.59%0.84%Q2 2022Q4 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
PCA Investment Advisory Services Inc. 330.16%0.17%0.18%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
FAS Wealth Partners, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Covenant Multifamily Offices, LLC 210.04%0.05%0.07%Q4 2013Q4 20193
Sage Advisory Services, Ltd.Co. 213.33%3.40%3.45%Q2 2014Q4 20163
Bedel Financial Consulting, Inc. 210.01%0.01%0.02%Q1 2018Q1 20203
Procyon Advisors, LLC 330.02%0.02%0.02%Q4 2019Q2 20203
BNP PARIBAS FINANCIAL MARKETS 210.00%0.02%0.03%Q1 2015Q3 20233
NOMURA ASSET MANAGEMENT CO LTD 330.01%0.01%0.02%Q1 2016Q3 20163
Alexandria Capital, LLC 330.00%0.00%0.01%Q2 2013Q4 20133
COURIER CAPITAL LLC 210.02%0.02%0.03%Q4 2021Q3 20233
KARLINSKI ANDREW C 330.02%0.02%0.03%Q4 2021Q2 20223
MANAGED ACCOUNT SERVICES INC 330.19%0.19%0.20%Q4 2016Q2 20173
SILVERLAKE WEALTH MANAGEMENT LLC 330.14%0.14%0.14%Q4 2021Q2 20223
Snowden Capital Advisors LLC 330.00%0.00%0.00%Q2 2019Q4 20193
HBC Financial Services, PLLC 330.00%0.00%0.00%Q1 2021Q3 20213
Page Arthur B 330.22%0.23%0.24%Q4 2013Q2 20143
Compass Efficient Model Portfolios, LLC 330.30%1.70%3.28%Q2 2013Q4 20133
Lee Financial Co 330.00%0.00%0.00%Q1 2023Q3 20233
Quad-Cities Investment Group, LLC 330.02%0.03%0.04%Q3 2018Q1 20193
PERSONAL CFO SOLUTIONS, LLC 330.28%0.38%0.45%Q4 2019Q2 20203
Hamilton Point Investment Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Members Trust Co 210.01%0.01%0.02%Q2 2016Q1 20173
Providence First Trust Co 331.20%1.29%1.39%Q2 2017Q4 20173
GRIES FINANCIAL LLC 330.07%0.12%0.16%Q3 2021Q1 20223
Nikulski Financial, Inc. 210.29%0.31%0.33%Q1 2020Q3 20223
BAIRD ROBERT W & CO INC /WI/ 330.00%0.01%0.01%Q2 2013Q4 20133
Gupta Wealth Management LLC 330.00%0.00%0.00%Q3 2015Q1 20163
FCG ADVISORS, LLC 330.38%0.40%0.43%Q1 2016Q3 20163
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q1 2015Q4 20183
NatWest Group plc 330.01%0.01%0.02%Q2 2013Q4 20133
Smith & Howard Wealth Management, LLC 330.00%0.00%0.01%Q2 2013Q4 20133
East Coast Asset Management, LLC. 330.01%0.01%0.01%Q4 2012Q2 20133
WEST CHESTER CAPITAL ADVISORS, INC 330.16%0.17%0.19%Q2 2013Q4 20133
Teamwork Financial Advisors, LLC 330.06%0.18%0.27%Q1 2022Q3 20223
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
McClarren Financial Advisors, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
CI INVESTMENTS INC. 220.00%0.00%0.00%Q3 2020Q4 20202
M Holdings Securities, Inc. 110.05%0.15%0.25%Q3 2014Q3 20172
FLOW TRADERS U.S. LLC 110.01%0.04%0.07%Q3 2016Q3 20202
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.05%0.08%Q1 2015Q1 20162
Simply Money Advisors 110.00%1.49%2.99%Q2 2013Q4 20142
Capital Directions Investment Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
PRW Wealth Management LLC 220.07%0.08%0.08%Q4 2018Q1 20192
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.02%Q4 2021Q3 20232
FNY Investment Advisers, LLC 110.00%0.01%0.01%Q2 2018Q3 20232
Western Wealth Management, LLC 220.03%0.04%0.04%Q3 2019Q4 20192
Intersect Capital LLC 220.00%0.00%0.01%Q4 2014Q1 20152
DRW Securities, LLC 220.06%0.08%0.10%Q2 2013Q3 20132
SMITH, MOORE & CO. 220.17%0.18%0.18%Q1 2014Q2 20142
tru Independence LLC 110.01%0.02%0.03%Q4 2019Q3 20202
Parisi Gray Wealth Management 220.04%0.04%0.04%Q4 2018Q1 20192
Blue Trust, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Rain Capital Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Worth Asset Management, LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Merit Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Baltimore-Washington Financial Advisors Inc. 220.16%0.19%0.22%Q2 2013Q3 20132
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
IBEX WEALTH ADVISORS 220.01%0.18%0.36%Q3 2016Q4 20162
CASTLE WEALTH MANAGEMENT LLC 220.14%0.15%0.16%Q2 2022Q3 20222
Rise Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
Personal Capital Advisors Corp 110.00%0.00%0.00%Q2 2021Q4 20212
True Capital Management 220.20%0.21%0.23%Q4 2022Q1 20232
PATTEN & PATTEN INC/TN 220.02%0.03%0.04%Q2 2013Q3 20132
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
Unified Trust Company, N.A. 220.15%0.15%0.16%Q1 2019Q2 20192
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.02%Q2 2020Q3 20222
Aveo Capital Partners, LLC 110.08%0.63%1.18%Q4 2016Q3 20192
Stonebridge Financial Planning Group, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
ERTS Wealth Advisors, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Stadion Money Management, LLC 220.04%0.07%0.10%Q1 2014Q2 20142
New Republic Capital, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
VANGUARD GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
CX Institutional 110.00%0.01%0.01%Q1 2019Q2 20222
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Alera Investment Advisors, LLC 220.11%0.13%0.16%Q4 2018Q1 20192
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 220.34%0.55%0.77%Q2 2013Q3 20132
LMCG INVESTMENTS, LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
KINGS POINT CAPITAL MANAGEMENT 220.01%0.03%0.04%Q2 2013Q3 20132
Highland Private Wealth Management 110.11%0.44%0.77%Q3 2016Q1 20182
Bristlecone Advisors, LLC 110.00%0.00%0.01%Q3 2017Q1 20232
Altus Wealth Group LLC 220.10%0.11%0.12%Q4 2020Q1 20212
BBR PARTNERS, LLC 220.04%0.04%0.04%Q3 2014Q4 20142
ELM ADVISORS, LLC 110.02%0.02%0.02%Q3 2018Q4 20202
GIRARD SECURITIES, INC. 220.30%0.32%0.34%Q2 2016Q3 20162
Signet Investment Advisory Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20202
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.01%Q1 2018Q2 20182
Baker Avenue Asset Management, LP 220.20%0.26%0.32%Q2 2013Q3 20132
Signator Financial Services, Inc. 220.23%0.24%0.24%Q2 2013Q3 20132
WestHill Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Range Financial Group LLC 220.33%0.33%0.34%Q2 2023Q3 20232
Family Management Corp 220.01%0.23%0.44%Q4 2022Q1 20232
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Westshore Wealth, LLC 110.17%1.04%1.91%Q4 2019Q3 20222
VICUS CAPITAL 223.79%3.99%4.18%Q2 2014Q3 20142
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.04%Q2 2013Q3 20132
EWG Elevate Inc. 220.08%0.09%0.11%Q4 2021Q1 20222
ATTICUS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
R & A Capital Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
BBVA USA 220.16%0.17%0.18%Q2 2021Q3 20212
Penserra Capital Management LLC 220.10%0.12%0.15%Q4 2018Q1 20192
Magnus Financial Group LLC 220.04%0.04%0.04%Q4 2021Q1 20222
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
HAP Trading, LLC 220.03%0.07%0.11%Q4 2021Q1 20222
STANCORP INVESTMENT ADVISERS INC 220.66%0.70%0.74%Q4 2014Q1 20152
Helen Stephens Group, LLC 220.12%0.13%0.13%Q4 2022Q1 20232
FISCHER INVESTMENT STRATEGIES, LLC 110.25%0.25%0.25%Q2 2023Q2 20231
Fort Point Capital Partners LLC 110.09%0.09%0.09%Q3 2016Q3 20161
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
CONSILIO WEALTH ADVISORS, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
BB&T INVESTMENT SERVICES, INC. 110.19%0.19%0.19%Q4 2016Q4 20161
Raab & Moskowitz Asset Management LLC 110.03%0.03%0.03%Q4 2014Q4 20141
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
AFT, FORSYTH & COMPANY, INC. 110.02%0.02%0.02%Q3 2013Q3 20131
Founders Capital Management 110.02%0.02%0.02%Q2 2022Q2 20221
FolioMetrix LLC 111.85%1.85%1.85%Q1 2015Q1 20151
Oak Asset Management, LLC 110.19%0.19%0.19%Q2 2022Q2 20221
Clean Yield Group 110.01%0.01%0.01%Q1 2020Q1 20201
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Kernodle & Katon Asset Management Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
QCM Cayman, Ltd. 113.71%3.71%3.71%Q4 2019Q4 20191
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TDAM USA INC. 110.16%0.16%0.16%Q3 2013Q3 20131
Disciplined Equity Management, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oxbow Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FIRST HORIZON CORP 110.04%0.04%0.04%Q2 2013Q2 20131
Carnegie Capital Asset Management, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
CAPITAL WEALTH MANAGEMENT, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Jacobi Capital Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MCRAE CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2017Q1 20171
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Financial Engines Advisors L.L.C. 110.01%0.01%0.01%Q4 2019Q4 20191
Savior LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q3 2023Q3 20231
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Widmann Financial Services, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
BAROMETER CAPITAL MANAGEMENT INC. 110.11%0.11%0.11%Q2 2016Q2 20161
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Vantage Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Altman Advisors, Inc. 111.51%1.51%1.51%Q2 2018Q2 20181
Stordahl Capital Management, Inc. 111.62%1.62%1.62%Q4 2017Q4 20171
BRIGHTON JONES LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
Muzinich & Co., Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q1 2023Q1 20231
Almanack Investment Partners, LLC. 110.05%0.05%0.05%Q3 2022Q3 20221
Litman Gregory Wealth Management LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Probity Advisors, Inc. 110.10%0.10%0.10%Q2 2016Q2 20161
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2015Q1 20151
Triangle Securities Wealth Management 110.07%0.07%0.07%Q2 2013Q2 20131
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
REGIMEN WEALTH, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Darrow Company, Inc. 110.27%0.27%0.27%Q1 2023Q1 20231
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Shamrock Asset Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Bank of Kentucky, Inc. 110.04%0.04%0.04%Q1 2015Q1 20151
All Season Financial Advisors, Inc. 110.41%0.41%0.41%Q1 2022Q1 20221
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
AVALON CAPITAL MANAGEMENT 112.40%2.40%2.40%Q1 2016Q1 20161
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
PEAK6 Group LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Luken Investment Analytics, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MILES CAPITAL, INC. 110.82%0.82%0.82%Q2 2013Q2 20131
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
1832 Asset Management L.P. 110.00%0.00%0.00%Q4 2016Q4 20161
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Covington Capital Management 110.00%0.00%0.00%Q2 2022Q2 20221
JNBA Financial Advisors 110.02%0.02%0.02%Q3 2018Q3 20181
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Financial Gravity Companies, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
True North Advisors, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HighTower Trust Company, N.A. 110.32%0.32%0.32%Q2 2022Q2 20221
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Clarfeld Financial Advisors, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Caprock Group, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
IFG Advisory, LLC 110.73%0.73%0.73%Q3 2022Q3 20221
MOODY LYNN & LIEBERSON, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
RPg Family Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Avondale Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Paul John Balson 110.17%0.17%0.17%Q1 2020Q1 20201
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TRUE Private Wealth Advisors 110.11%0.11%0.11%Q4 2021Q4 20211
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2020Q2 20201
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q4 2021Q4 20211
Citizens Business Bank 110.09%0.09%0.09%Q1 2013Q1 20131
ATLAS CAPITAL ADVISORS LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Sensible Financial Planning & Management, LLC. 110.02%0.02%0.02%Q2 2016Q2 20161
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
ORG Partners LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Concorde Asset Management, LLC 110.76%0.76%0.76%Q4 2021Q4 20211
STOCK YARDS BANK & TRUST CO 110.04%0.04%0.04%Q3 2013Q3 20131
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 110.97%0.97%0.97%Q2 2013Q2 20131
Financial Gravity Asset Management, Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
Avestar Capital, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Brouwer & Janachowski, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Lindbrook Capital, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2018Q4 20181
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Yellowstone Partners, LLC 110.16%0.16%0.16%Q3 2017Q3 20171
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
WEALTHSOURCE PARTNERS, LLC 110.15%0.15%0.15%Q4 2017Q4 20171
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2022Q2 20221
Bryn Mawr Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ceros Financial Services Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Addison Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CARDEROCK CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2014Q1 20141
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q2 2014Q2 20141
AlphaCore Capital LLC 110.09%0.09%0.09%Q4 2019Q4 20191
KRAFT ASSET MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
TCG Advisory Services, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Silicon Hills Wealth Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Permit Capital Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Index Fund Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Vision Capital Management, Inc. 110.07%0.07%0.07%Q2 2020Q2 20201
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q1 2017Q1 20171
COOLIDGE FRANCIS L 110.01%0.01%0.01%Q2 2013Q2 20131
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
PRENTISS SMITH & CO INC 110.01%0.01%0.01%Q1 2015Q1 20151
NIEMANN CAPITAL MANAGEMENT INC 111.70%1.70%1.70%Q4 2019Q4 20191
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
DUBUQUE BANK & TRUST CO 110.01%0.01%0.01%Q4 2016Q4 20161
Reby Advisors, LLC 110.60%0.60%0.60%Q4 2020Q4 20201
CapWealth Advisors, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Oliver Luxxe Assets LLC 110.05%0.05%0.05%Q1 2022Q1 20221
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Visionary Wealth Advisors 110.02%0.02%0.02%Q1 2022Q1 20221
NBT BANK N A /NY 110.07%0.07%0.07%Q2 2013Q2 20131
BOOTHBAY FUND MANAGEMENT, LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Willow Creek Wealth Management Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
CNB Bank 110.02%0.02%0.02%Q3 2023Q3 20231
Manchester Capital Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hoxton Financial, Inc. 110.04%0.04%0.04%Q2 2015Q2 20151
Professional Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Goodwin Investment Advisory 110.18%0.18%0.18%Q4 2020Q4 20201
NORTHSTAR CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20171
External links

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