ISHARES TRUST RUS 1000 GRW ETF shareholder history

Current and past ISHARES TRUST RUS 1000 GRW ETF shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 37370.00%0.01%0.04%Q2 2013Q2 2022101
BARCLAYS PLC 37370.00%0.00%0.07%Q2 2013Q2 202290
JANE STREET GROUP, LLC 33330.00%0.02%0.32%Q2 2014Q2 202278
Cutler Group LP 27270.00%0.02%0.32%Q4 2015Q2 202268
HUNTINGTON NATIONAL BANK 54540.00%0.05%0.45%Q1 2009Q2 202259
Rehmann Capital Advisory Group 4020.14%1.21%2.79%Q4 2008Q2 202252
Goldstein Munger & Associates 51513.16%4.37%5.89%Q4 2009Q2 202251
GOLDMAN SACHS GROUP INC 3740.00%0.27%0.56%Q1 2012Q2 202250
MUFG Americas Holdings Corp 47470.05%0.17%0.28%Q4 2010Q2 202247
BANK OF AMERICA CORP /DE/ 37370.00%0.62%1.21%Q2 2013Q2 202247
Arbor Investment Advisors, LLC 47471.18%2.87%4.96%Q4 2010Q2 202247
RAYMOND JAMES & ASSOCIATES 37370.00%1.18%2.59%Q2 2013Q2 202244
CPWM, LLC 43431.23%5.56%9.83%Q4 2011Q2 202243
CITIGROUP INC 37370.00%0.13%0.32%Q2 2013Q2 202242
HSBC HOLDINGS PLC 42420.04%0.11%0.35%Q1 2012Q2 202242
WELLS FARGO & COMPANY/MN 37370.00%0.25%0.38%Q2 2013Q2 202241
US BANCORP \DE\ 37370.00%0.49%0.65%Q2 2013Q2 202241
NWAM LLC 27130.17%1.43%2.32%Q2 2012Q2 202240
MCF Advisors LLC 3710.00%0.03%0.14%Q4 2011Q2 202240
MONETA GROUP INVESTMENT ADVISORS LLC 40400.15%0.41%1.27%Q3 2012Q2 202240
Franklin, Parlapiano, Turner & Welch, LLC 39390.59%1.00%1.98%Q4 2012Q2 202239
TCI Wealth Advisors, Inc. 39390.07%0.13%0.26%Q4 2012Q2 202239
Joel Isaacson & Co., LLC 39390.01%0.09%0.18%Q4 2012Q2 202239
Tortoise Investment Management, LLC 39390.02%0.09%0.16%Q4 2012Q2 202239
Veritable, L.P. 39390.14%0.20%0.31%Q4 2012Q2 202239
Parallax Volatility Advisers, L.P. 1920.00%0.00%0.03%Q3 2013Q2 202239
KEYBANK NATIONAL ASSOCIATION/OH 39390.12%0.40%0.62%Q4 2012Q2 202239
Berkshire Money Management, Inc. 38385.42%12.74%28.24%Q1 2013Q2 202238
Cetera Advisor Networks LLC 38380.42%1.87%3.21%Q1 2013Q2 202238
SHEETS SMITH WEALTH MANAGEMENT 38380.14%1.75%5.44%Q1 2013Q2 202238
Parkside Financial Bank & Trust 37370.04%10.14%14.33%Q2 2013Q2 202238
LPL Financial LLC 37370.00%1.02%2.26%Q2 2013Q2 202238
HighTower Advisors, LLC 37370.00%0.81%1.09%Q2 2013Q2 202238
BROWN BROTHERS HARRIMAN & CO 38380.00%0.01%0.04%Q1 2013Q2 202238
Ameritas Investment Partners, Inc. 37370.00%0.08%0.56%Q2 2013Q2 202238
COMMERCE BANK 38380.95%1.54%3.71%Q1 2013Q2 202238
BRYN MAWR TRUST Co 38380.29%0.44%0.74%Q1 2013Q2 202238
SYNOVUS FINANCIAL CORP 37370.02%6.26%9.07%Q2 2013Q2 202238
ROYAL BANK OF CANADA 37370.00%0.06%0.12%Q2 2013Q2 202238
Stairway Partners, LLC 37374.12%10.11%12.60%Q2 2013Q2 202237
Reynders McVeigh Capital Management, LLC 37370.04%0.06%0.09%Q2 2013Q2 202237
SIGNATUREFD, LLC 37370.80%5.28%11.25%Q2 2013Q2 202237
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 37370.01%0.05%0.09%Q2 2013Q2 202237
Narwhal Capital Management 37370.37%0.68%0.97%Q2 2013Q2 202237
FRONT BARNETT ASSOCIATES LLC 37370.04%0.08%0.16%Q2 2013Q2 202237
NATIXIS ADVISORS, L.P. 37370.05%0.08%0.13%Q2 2013Q2 202237
Smithfield Trust Co 37370.03%0.10%0.20%Q2 2013Q2 202237
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 37370.03%0.08%0.14%Q2 2013Q2 202237
ENTERPRISE FINANCIAL SERVICES CORP 37370.08%0.35%4.13%Q2 2013Q2 202237
BANK OF MONTREAL /CAN/ 37370.00%0.03%0.08%Q2 2013Q2 202237
WOLVERINE TRADING, LLC 520.00%0.01%0.03%Q2 2016Q4 202137
HALLMARK CAPITAL MANAGEMENT INC 37370.28%0.55%0.95%Q2 2013Q2 202237
TRUIST FINANCIAL CORP 37370.84%1.56%2.13%Q2 2013Q2 202237
AMALGAMATED BANK 3520.01%0.23%1.04%Q4 2012Q1 202237
BURNS J W & CO INC/NY 37370.17%0.23%0.27%Q2 2013Q2 202237
PEAPACK GLADSTONE FINANCIAL CORP 37370.04%0.10%0.15%Q2 2013Q2 202237
BESSEMER GROUP INC 37370.01%0.04%0.08%Q2 2013Q2 202237
WELCH & FORBES LLC 37370.01%0.02%0.04%Q2 2013Q2 202237
BLAIR WILLIAM & CO/IL 37370.00%0.05%0.09%Q2 2013Q2 202237
COMERICA BANK 37370.01%0.27%0.69%Q2 2013Q2 202237
MORGAN STANLEY 37370.22%0.42%0.84%Q2 2013Q2 202237
EATON VANCE MANAGEMENT 37370.00%0.01%0.02%Q2 2013Q2 202237
GREAT LAKES ADVISORS, LLC 37370.01%0.25%0.47%Q2 2013Q2 202237
FULTON BANK, N.A. 37370.53%1.20%1.46%Q2 2013Q2 202237
MERITAGE PORTFOLIO MANAGEMENT 37370.43%0.78%2.55%Q2 2013Q2 202237
D.A. DAVIDSON & CO. 37370.86%1.11%1.42%Q2 2013Q2 202237
BRAUN STACEY ASSOCIATES INC 37370.01%0.04%0.06%Q2 2013Q2 202237
Polaris Wealth Advisory Group, LLC 37371.10%3.02%7.80%Q2 2013Q2 202237
COLDSTREAM CAPITAL MANAGEMENT INC 37370.23%0.45%0.77%Q2 2013Q2 202237
New England Private Wealth Advisors LLC 37370.14%0.66%1.09%Q2 2013Q2 202237
FIRST NATIONAL BANK SIOUX FALLS 37372.05%5.82%8.70%Q2 2013Q2 202237
SIGMA INVESTMENT COUNSELORS INC 37370.18%0.22%0.37%Q2 2013Q2 202237
RAYMOND JAMES TRUST N.A. 37370.48%0.69%0.86%Q2 2013Q2 202237
HIGHLAND CAPITAL MANAGEMENT, LLC 37370.60%1.07%1.96%Q2 2013Q2 202237
KLINGENSTEIN FIELDS & CO LP 37370.01%0.01%0.02%Q2 2013Q2 202237
FIRST CITIZENS BANK & TRUST CO 37370.06%0.72%2.17%Q2 2013Q2 202237
NOTTINGHAM ADVISORS, INC. 37371.14%4.39%11.88%Q2 2013Q2 202237
CAPITAL CITY TRUST CO/FL 37370.22%0.38%0.57%Q2 2013Q2 202237
EXENCIAL WEALTH ADVISORS, LLC 3430.08%0.23%0.39%Q1 2013Q2 202237
Segment Wealth Management, LLC 37370.10%0.28%0.51%Q2 2013Q2 202237
STALEY CAPITAL ADVISERS INC 37376.09%7.55%9.13%Q2 2013Q2 202237
CREDIT SUISSE AG/ 26110.00%0.02%0.06%Q1 2013Q2 202237
OPPENHEIMER & CO INC 37370.04%0.11%0.18%Q2 2013Q2 202237
JOHNSON INVESTMENT COUNSEL INC 37370.35%0.50%0.65%Q2 2013Q2 202237
AMERIPRISE FINANCIAL INC 37370.03%0.08%0.16%Q2 2013Q2 202237
JONES FINANCIAL COMPANIES LLLP 37370.07%2.09%5.09%Q2 2013Q2 202237
MEEDER ASSET MANAGEMENT INC 37370.00%0.43%4.74%Q2 2013Q2 202237
MERIDIAN MANAGEMENT CO 37370.75%2.44%6.41%Q2 2013Q2 202237
ASSOCIATED BANC-CORP 37370.04%0.16%0.40%Q2 2013Q2 202237
SouthState Corp 37370.10%0.34%1.05%Q2 2013Q2 202237
STEPHENS INC /AR/ 37371.46%2.55%3.71%Q2 2013Q2 202237
AMERICAN CENTURY COMPANIES INC 37370.01%0.03%0.08%Q2 2013Q2 202237
PINNACLE ASSOCIATES LTD 37370.03%0.05%0.10%Q2 2013Q2 202237
NORTHERN TRUST CORP 37370.04%0.10%0.20%Q2 2013Q2 202237
MONETARY MANAGEMENT GROUP INC 37370.16%0.86%1.71%Q2 2013Q2 202237
PRUDENTIAL FINANCIAL INC 37370.00%0.10%0.44%Q2 2013Q2 202237
WHITTIER TRUST CO 37370.11%0.17%0.30%Q2 2013Q2 202237
NORTHERN OAK WEALTH MANAGEMENT INC 37370.54%1.22%1.80%Q2 2013Q2 202237
FIRST FINANCIAL CORP /IN/ 37370.48%1.00%1.92%Q2 2013Q2 202237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37370.04%0.56%1.08%Q2 2013Q2 202237
PNC FINANCIAL SERVICES GROUP, INC. 37370.31%0.60%0.99%Q2 2013Q2 202237
JNBA Financial Advisors 37370.03%0.14%2.98%Q2 2013Q2 202237
KANAWHA CAPITAL MANAGEMENT LLC 37370.10%0.12%0.15%Q2 2013Q2 202237
RNC CAPITAL MANAGEMENT LLC 37370.23%0.35%0.46%Q2 2013Q2 202237
CENTRAL TRUST Co 37370.01%0.14%0.24%Q2 2013Q2 202237
CULLEN/FROST BANKERS, INC. 37370.32%1.47%2.18%Q2 2013Q2 202237
1ST SOURCE BANK 37370.28%6.92%11.92%Q2 2013Q2 202237
FIFTH THIRD BANCORP 37370.14%0.38%0.68%Q2 2013Q2 202237
FIRST UNITED BANK & TRUST 37371.03%3.17%4.83%Q2 2013Q2 202237
FMR LLC 37370.14%0.23%0.31%Q2 2013Q2 202237
SILVERCREST ASSET MANAGEMENT GROUP LLC 37370.12%0.68%0.96%Q2 2013Q2 202237
PITCAIRN CO 37370.09%0.50%0.86%Q2 2013Q2 202237
FARMERS & MERCHANTS INVESTMENTS INC 37370.02%0.03%0.04%Q2 2013Q2 202237
JPMORGAN CHASE & CO 37370.06%0.14%0.31%Q2 2013Q2 202237
WHITTIER TRUST CO OF NEVADA INC 37370.08%0.14%0.54%Q2 2013Q2 202237
Hilltop Holdings Inc. 37370.05%0.56%2.63%Q2 2013Q2 202237
ALESCO ADVISORS LLC 37370.14%0.16%0.19%Q2 2013Q2 202237
REGIONS FINANCIAL CORP 37370.18%0.74%1.42%Q2 2013Q2 202237
NTV ASSET MANAGEMENT LLC 37370.27%0.51%1.09%Q2 2013Q2 202237
Regal Investment Advisors LLC 37370.17%0.72%1.54%Q2 2013Q2 202237
ProVise Management Group, LLC 37370.36%0.74%1.17%Q2 2013Q2 202237
BALASA DINVERNO & FOLTZ LLC 37378.01%18.11%29.03%Q2 2013Q2 202237
Linscomb & Williams, Inc. 37370.03%0.18%0.62%Q2 2013Q2 202237
JMG Financial Group, Ltd. 37370.52%1.01%1.59%Q2 2013Q2 202237
Acropolis Investment Management, LLC 37370.16%0.23%0.33%Q2 2013Q2 202237
Covington Capital Management 37370.03%0.05%0.08%Q2 2013Q2 202237
Smith & Howard Wealth Management, LLC 37370.41%1.00%2.05%Q2 2013Q2 202237
Coastline Trust Co 37370.16%0.32%0.52%Q2 2013Q2 202237
BUCKINGHAM STRATEGIC WEALTH, LLC 37370.19%0.80%2.08%Q2 2013Q2 202237
Annex Advisory Services, LLC 37370.15%0.75%3.40%Q2 2013Q2 202237
Kistler-Tiffany Companies, LLC 37370.63%0.94%1.61%Q2 2013Q2 202237
Nadler Financial Group, Inc. 37375.50%10.84%15.49%Q2 2013Q2 202237
INSIGHT 2811, INC. 37373.34%7.76%13.93%Q2 2013Q2 202237
GREATMARK INVESTMENT PARTNERS, INC. 37370.12%0.20%0.24%Q2 2013Q2 202237
SOL Capital Management CO 37370.24%0.43%0.74%Q2 2013Q2 202237
Cypress Capital Group 37370.04%0.18%0.37%Q2 2013Q2 202237
Creative Planning 37370.03%0.17%0.32%Q2 2013Q2 202237
BROWN ADVISORY INC 37370.01%0.03%0.09%Q2 2013Q2 202237
FineMark National Bank & Trust 37370.09%0.14%0.23%Q2 2013Q2 202237
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 37370.30%0.42%0.79%Q2 2013Q2 202237
Maryland Capital Management 37370.03%0.09%0.17%Q2 2013Q2 202237
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 37370.26%0.46%0.88%Q2 2013Q2 202237
Brinker Capital Investments, LLC 37370.02%1.39%4.24%Q2 2013Q2 202237
BRIGHTON JONES LLC 37371.16%2.81%8.28%Q2 2013Q2 202237
HM Capital Management, LLC 37371.41%2.07%3.49%Q2 2013Q2 202237
American Investment Services, Inc. 37370.29%0.58%0.99%Q2 2013Q2 202237
MYCIO WEALTH PARTNERS, LLC 37370.27%0.85%1.47%Q2 2013Q2 202237
Mariner, LLC 37370.27%0.57%1.29%Q2 2013Q2 202237
Ballentine Partners, LLC 37370.22%0.35%0.80%Q2 2013Q2 202237
Round Table Services, LLC 37370.14%1.56%5.71%Q2 2013Q2 202237
Cetera Advisors LLC 37371.01%1.90%2.75%Q2 2013Q2 202237
HBK Sorce Advisory LLC 37370.42%0.91%1.34%Q2 2013Q2 202237
MATHER GROUP, LLC. 37370.39%6.04%10.33%Q2 2013Q2 202237
FIRST BUSINESS FINANCIAL SERVICES, INC. 37373.53%7.49%11.07%Q2 2013Q2 202237
Harbour Capital Advisors, LLC 22150.60%1.64%2.91%Q1 2013Q2 202237
Paragon Capital Management LLC 37370.09%0.27%2.92%Q2 2013Q2 202237
AMG National Trust Bank 37371.04%1.24%1.56%Q2 2013Q2 202237
Accredited Investors Inc. 37373.32%6.64%11.20%Q2 2013Q2 202237
Bank of New York Mellon Corp 37370.01%0.03%0.07%Q2 2013Q2 202237
Manchester Capital Management LLC 37370.20%0.35%0.52%Q2 2013Q2 202237
Marquette Asset Management, LLC 37379.13%10.80%12.06%Q2 2013Q2 202237
GHP Investment Advisors, Inc. 37370.96%1.62%2.47%Q2 2013Q2 202237
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 37372.69%4.80%7.18%Q2 2013Q2 202237
ENVESTNET ASSET MANAGEMENT INC 37370.45%0.77%1.24%Q2 2013Q2 202237
Asset Management Group, Inc. 37370.21%0.29%0.35%Q2 2013Q2 202237
Twele Capital Management, Inc. 37370.06%0.57%1.75%Q2 2013Q2 202237
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 37370.41%0.95%1.54%Q2 2013Q2 202237
Cambridge Investment Research Advisors, Inc. 37370.22%0.44%0.86%Q2 2013Q2 202237
BRIDGES INVESTMENT MANAGEMENT INC 37371.74%3.76%5.90%Q2 2013Q2 202237
Montecito Bank & Trust 37375.21%8.01%11.82%Q2 2013Q2 202237
SEGALL BRYANT & HAMILL, LLC 3520.01%0.05%0.14%Q1 2013Q2 202237
Plante Moran Financial Advisors, LLC 37370.15%0.69%0.98%Q2 2013Q2 202237
Spears Abacus Advisors LLC 37370.11%0.13%0.17%Q2 2013Q2 202237
VISTA CAPITAL PARTNERS, INC. 37370.12%0.19%0.36%Q2 2013Q2 202237
Busey Wealth Management 37370.13%0.40%0.70%Q2 2013Q2 202237
McKinley Carter Wealth Services, Inc. 37371.28%2.46%5.95%Q2 2013Q2 202237
First City Capital Management, Inc. 37370.24%0.34%0.51%Q2 2013Q2 202237
Stillwater Capital Advisors, LLC 37370.26%1.01%1.82%Q2 2013Q2 202237
Savant Capital, LLC 37370.13%0.16%0.24%Q2 2013Q2 202237
Evercore Wealth Management, LLC 37370.22%0.34%0.50%Q2 2013Q2 202237
Strategic Financial Services, Inc, 37370.24%2.43%5.56%Q2 2013Q2 202237
ASPIRIANT, LLC 37370.06%0.19%0.46%Q2 2013Q2 202237
WMS Partners, LLC 37370.08%0.12%0.26%Q2 2013Q2 202237
BENJAMIN F. EDWARDS & COMPANY, INC. 37370.00%0.02%0.05%Q2 2013Q2 202237
Johnson Financial Group, Inc. 37370.14%1.92%3.71%Q2 2013Q2 202237
Ancora Advisors, LLC 37370.01%0.08%0.16%Q2 2013Q2 202237
BRR OpCo, LLC 37370.13%0.25%0.48%Q2 2013Q2 202237
Jasper Ridge Partners, L.P. 37370.30%0.60%0.96%Q2 2013Q2 202237
UNITED CAPITAL FINANCIAL ADVISERS, LLC 37370.10%0.18%0.39%Q2 2013Q2 202237
Hirtle Callaghan & Co LLC 36360.87%2.62%5.22%Q3 2013Q2 202236
M&T BANK CORP 26100.94%2.33%3.73%Q2 2013Q2 202236
People's United Financial, Inc. 36360.03%0.21%0.62%Q2 2013Q1 202236
FDx Advisors, Inc. 2790.07%1.34%3.18%Q2 2013Q2 202236
COURIER CAPITAL LLC 19170.11%0.14%0.20%Q2 2013Q2 202236
MIDDLETON & CO INC/MA 3420.20%0.24%0.42%Q2 2013Q2 202236
BRADLEY FOSTER & SARGENT INC/CT 2880.02%0.04%0.29%Q2 2013Q2 202236
National Asset Management, Inc. 22140.01%0.08%0.19%Q2 2013Q2 202236
Polen Capital Management 3510.01%0.12%0.67%Q2 2013Q2 202236
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 23130.01%0.03%0.08%Q2 2013Q2 202236
Janney Montgomery Scott LLC 36360.32%0.74%1.58%Q3 2013Q2 202236
KINGS POINT CAPITAL MANAGEMENT 36360.01%0.01%0.03%Q2 2013Q1 202236
Citadel Advisors 910.00%0.01%0.02%Q4 2014Q2 202236
EP Wealth Advisors, LLC 36360.07%0.23%0.54%Q3 2013Q2 202236
FINANCIAL COUNSELORS INC 23130.59%1.38%2.55%Q2 2013Q2 202236
WADE G W & INC 3063.22%4.64%7.98%Q2 2013Q2 202236
BOKF, NA 3240.48%0.64%0.95%Q2 2013Q2 202236
Capital Directions Investment Advisors, LLC 3151.05%1.44%2.21%Q2 2013Q2 202236
PALLADIUM PARTNERS LLC 36360.02%0.05%0.08%Q2 2013Q1 202236
BERKSHIRE ASSET MANAGEMENT LLC/PA 3510.28%0.42%0.64%Q2 2013Q2 202236
FLPUTNAM INVESTMENT MANAGEMENT CO 20160.10%0.23%0.50%Q2 2013Q2 202236
Bartlett & Co. LLC 26100.01%0.01%0.02%Q2 2013Q2 202236
Chevy Chase Trust Holdings, Inc. 36360.00%0.01%0.01%Q3 2013Q2 202236
WASHINGTON TRUST Co 26100.02%0.03%0.05%Q2 2013Q2 202236
Focused Wealth Management, Inc 36360.02%0.16%0.46%Q3 2013Q2 202236
WELLINGTON MANAGEMENT GROUP LLP 20160.00%0.01%0.04%Q2 2013Q2 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.22%0.60%Q2 2013Q1 202236
First Horizon Advisors, Inc. 36360.08%0.35%2.09%Q3 2013Q2 202236
Transamerica Financial Advisors, Inc. 3510.07%1.06%5.38%Q2 2013Q2 202236
Chesley Taft & Associates LLC 36360.04%0.10%0.20%Q3 2013Q2 202236
ACG Wealth 3510.09%0.49%0.86%Q2 2013Q2 202236
Liberty Capital Management, Inc. 2970.09%0.28%0.45%Q2 2013Q2 202236
KCM INVESTMENT ADVISORS LLC 36360.05%0.07%0.10%Q3 2013Q2 202236
Haverford Trust Co 3510.04%0.08%0.20%Q2 2013Q2 202236
TWO SIGMA SECURITIES, LLC 1910.00%0.10%0.91%Q4 2014Q1 202236
FRANKLIN RESOURCES INC 3330.00%0.00%0.01%Q2 2013Q2 202236
Cranbrook Wealth Management, LLC 35350.00%0.02%0.09%Q4 2013Q2 202235
CITY HOLDING CO 35350.17%0.54%1.43%Q4 2013Q2 202235
REILLY FINANCIAL ADVISORS, LLC 35350.02%0.04%0.14%Q2 2013Q4 202135
CAPTRUST FINANCIAL ADVISORS 2450.01%0.33%0.85%Q2 2013Q2 202235
BNP PARIBAS ARBITRAGE, SA 1850.00%0.03%0.11%Q2 2013Q2 202235
RHUMBLINE ADVISERS 2830.00%0.01%0.03%Q2 2013Q2 202235
TD Capital Management LLC 35350.01%0.02%0.03%Q2 2013Q4 202135
PEDDOCK CAPITAL ADVISORS, LLC 35350.17%0.30%0.98%Q4 2013Q2 202235
Brown Advisory Securities, LLC 35350.07%0.27%0.50%Q2 2013Q4 202135
COLONY GROUP LLC 35350.41%0.84%1.20%Q4 2013Q2 202235
TELEMUS CAPITAL, LLC 21140.71%1.30%2.00%Q3 2013Q2 202235
Raymond James Financial Services Advisors, Inc. 2240.37%0.64%0.92%Q2 2013Q2 202235
Sandy Spring Bank 35350.01%0.08%0.11%Q4 2013Q2 202235
Private Ocean, LLC 35350.01%0.07%0.24%Q4 2013Q2 202235
Perkins Coie Trust Co 35350.03%0.04%0.05%Q4 2013Q2 202235
Capital Advisors, Ltd. LLC 35355.34%6.94%8.06%Q4 2013Q2 202235
Waldron Private Wealth LLC 35358.74%18.73%27.75%Q4 2013Q2 202235
LINCOLN NATIONAL CORP 35350.52%0.68%1.00%Q4 2013Q2 202235
Evanson Asset Management, LLC 35350.25%0.49%0.58%Q4 2013Q2 202235
Edge Wealth Management LLC 35350.01%0.03%0.22%Q2 2013Q4 202135
Ledyard National Bank 35350.02%0.04%0.05%Q4 2013Q2 202235
OPTIMUM INVESTMENT ADVISORS 2870.48%0.71%0.90%Q3 2013Q2 202235
CHURCHILL MANAGEMENT Corp 35350.05%4.93%12.41%Q2 2013Q4 202135
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2690.28%0.72%1.32%Q3 2013Q2 202235
Retirement Planning Group 2780.03%0.09%0.19%Q2 2013Q2 202235
Crestwood Advisors Group LLC 35350.03%0.26%0.66%Q4 2013Q2 202235
ATRIA INVESTMENTS LLC 2690.03%0.21%0.62%Q3 2013Q2 202235
CARRET ASSET MANAGEMENT, LLC 3320.04%0.09%0.13%Q1 2013Q2 202235
E&G Advisors, LP 35351.67%7.88%13.04%Q4 2013Q2 202235
MOODY LYNN & LIEBERSON, LLC 2690.02%0.31%2.15%Q2 2013Q1 202235
DELTA ASSET MANAGEMENT LLC/TN 35350.00%0.00%0.01%Q2 2013Q4 202135
Oakworth Capital, Inc. 353510.16%12.53%15.22%Q4 2013Q2 202235
Private Advisor Group, LLC 35350.27%0.81%1.29%Q4 2013Q2 202235
Opus Capital Group, LLC 35350.04%0.41%0.76%Q4 2013Q2 202235
Atlas Brown,Inc. 3410.35%1.07%1.65%Q2 2013Q2 202235
Diversified Trust Co 3110.11%0.15%0.19%Q2 2013Q2 202235
Ascent Wealth Partners, LLC 35354.16%6.76%9.36%Q4 2013Q2 202235
METROPOLITAN LIFE INSURANCE CO/NY 35350.04%0.23%0.58%Q2 2013Q4 202135
Cordasco Financial Network 35350.03%0.07%0.18%Q4 2013Q2 202235
CAHILL FINANCIAL ADVISORS INC 34340.15%0.55%0.72%Q1 2014Q2 202234
MASSMUTUAL TRUST CO FSB/ADV 23110.01%0.05%0.26%Q4 2013Q2 202234
CIBC Private Wealth Group, LLC 34340.29%0.59%1.18%Q1 2014Q2 202234
LOGAN CAPITAL MANAGEMENT INC 3310.02%0.11%0.56%Q4 2013Q2 202234
ALLIANCEBERNSTEIN L.P. 34340.00%0.01%0.02%Q1 2014Q2 202234
NORRIS PERNE & FRENCH LLP/MI 34340.16%0.65%1.42%Q1 2014Q2 202234
DOWLING & YAHNKE LLC 34340.10%0.15%0.24%Q1 2014Q2 202234
STIFEL FINANCIAL CORP 34340.28%0.41%0.61%Q1 2014Q2 202234
THOMPSON SIEGEL & WALMSLEY LLC 34340.00%0.01%0.02%Q1 2014Q2 202234
Tradewinds Capital Management, LLC 34340.02%0.03%0.06%Q4 2013Q1 202234
SAGE FINANCIAL GROUP INC 3040.80%1.22%2.21%Q4 2013Q2 202234
CHOREO, LLC 34344.82%8.76%14.16%Q1 2014Q2 202234
DAVIS R M INC 34340.02%0.03%0.05%Q1 2014Q2 202234
Sequoia Financial Advisors, LLC 3130.02%0.19%0.68%Q4 2013Q2 202234
UBS Group AG 31310.00%0.39%0.54%Q4 2014Q2 202234
QCI ASSET MANAGEMENT INC/NY 34340.01%0.02%0.03%Q2 2013Q3 202134
WA Asset Management, LLC 3220.05%0.50%1.27%Q3 2013Q2 202234
DSM CAPITAL PARTNERS LLC 2510.00%0.06%0.60%Q2 2013Q2 202234
GOFEN & GLOSSBERG LLC /IL/ 34340.02%0.04%0.06%Q1 2014Q2 202234
THRIVENT FINANCIAL FOR LUTHERANS 3220.00%0.05%0.28%Q2 2013Q2 202234
Pure Financial Advisors, LLC 18160.08%0.58%1.41%Q2 2013Q2 202234
SMITH, MOORE & CO. 24100.10%0.23%0.50%Q4 2013Q2 202234
One Capital Management, LLC 34340.30%1.34%2.87%Q1 2014Q2 202234
WRAPMANAGER INC 2770.20%1.58%3.74%Q3 2012Q2 202234
Carroll Financial Associates, Inc. 34340.03%0.54%2.62%Q3 2013Q4 202134
HOURGLASS CAPITAL, LLC 34340.12%0.16%0.23%Q2 2013Q3 202134
Occidental Asset Management, LLC 34340.95%3.33%4.98%Q1 2014Q2 202234
NORTHSTAR INVESTMENT ADVISORS LLC 33330.06%0.08%0.11%Q2 2013Q2 202133
Syntal Capital Partners, LLC 2490.10%0.34%0.83%Q1 2014Q2 202233
Homrich & Berg 33330.22%0.29%0.38%Q3 2013Q3 202133
BADGLEY PHELPS & BELL INC 33330.16%0.62%1.12%Q2 2013Q2 202133
Sand Hill Global Advisors, LLC 18150.03%5.21%12.95%Q2 2013Q2 202233
ADIRONDACK TRUST CO 2580.11%0.31%0.88%Q4 2013Q2 202233
Financial Advisory Service, Inc. 33330.24%0.96%2.60%Q2 2014Q2 202233
OLD NATIONAL BANCORP /IN/ 33330.02%0.23%0.51%Q2 2014Q2 202233
WETHERBY ASSET MANAGEMENT INC 33330.06%0.19%0.33%Q2 2014Q2 202233
ASSETMARK, INC 2810.00%0.31%2.20%Q3 2013Q2 202233
AVITY INVESTMENT MANAGEMENT INC. 33330.36%0.44%0.48%Q2 2014Q2 202233
Archford Capital Strategies, LLC 17160.20%0.35%0.57%Q1 2014Q2 202233
PINNACLE FINANCIAL PARTNERS INC 33330.27%1.45%3.26%Q2 2014Q2 202233
Drexel Morgan & Co. 33330.35%3.01%4.50%Q2 2013Q2 202133
Garde Capital, Inc. 3110.51%0.79%1.56%Q2 2014Q2 202232
WASHINGTON TRUST BANK 3110.00%0.06%0.63%Q1 2014Q2 202232
FIRST MANHATTAN CO 2660.00%0.00%0.01%Q3 2013Q2 202232
Allen Investment Management LLC 32320.01%0.02%0.03%Q3 2014Q2 202232
FIRST NATIONAL TRUST CO 3020.04%0.19%0.41%Q4 2013Q2 202232
BBVA USA Bancshares, Inc. 32322.08%3.14%4.10%Q2 2013Q1 202132
ZACKS INVESTMENT MANAGEMENT 1710.00%0.04%0.23%Q2 2013Q2 202232
Financial Architects, Inc 3020.16%0.24%0.39%Q2 2013Q1 202232
Carnegie Capital Asset Management, LLC 32320.04%0.07%0.13%Q3 2014Q2 202232
Tarbox Family Office, Inc. 32320.02%0.27%0.48%Q3 2014Q2 202232
Baystate Wealth Management LLC 2310.02%0.13%0.29%Q2 2013Q2 202232
MAI Capital Management 31310.00%1.04%1.33%Q4 2014Q2 202232
Truepoint, Inc. 32320.04%0.27%0.62%Q3 2014Q2 202232
PATHSTONE FAMILY OFFICE, LLC 1810.04%0.19%0.42%Q2 2013Q2 202232
ROCKLAND TRUST CO 32320.03%0.05%0.25%Q3 2014Q2 202232
LBJ Family Wealth Advisors, Ltd. 31115.87%21.67%25.74%Q4 2013Q2 202232
CAMBRIDGE TRUST CO 2930.03%0.04%0.06%Q2 2014Q2 202232
HOWLAND CAPITAL MANAGEMENT LLC 32320.08%0.11%0.14%Q3 2014Q2 202232
MV CAPITAL MANAGEMENT, INC. 31315.49%7.84%11.00%Q4 2014Q2 202231
VALLEY NATIONAL ADVISERS INC 31310.19%0.22%0.26%Q4 2014Q2 202231
Dakota Wealth Management 31311.66%3.81%6.88%Q4 2014Q2 202231
Sigma Planning Corp 31310.05%0.09%0.19%Q4 2014Q2 202231
NorthRock Partners, LLC 31312.16%8.45%14.17%Q4 2014Q2 202231
Community Bank, N.A. 31310.73%1.23%1.90%Q4 2014Q2 202231
JENNISON ASSOCIATES LLC 1910.00%0.01%0.06%Q2 2013Q2 202231
SONATA CAPITAL GROUP INC 31314.46%5.12%5.99%Q4 2014Q2 202231
Patten Group, Inc. 31310.21%1.73%2.34%Q4 2014Q2 202231
SEI INVESTMENTS CO 31310.00%0.03%0.10%Q4 2014Q2 202231
Cambridge Advisors Inc. 31310.39%0.58%3.60%Q4 2014Q2 202231
BINGHAM OSBORN & SCARBOROUGH LLC 3010.04%0.09%0.12%Q4 2013Q3 202131
Diversified Portfolios, Inc. 31310.61%1.62%2.26%Q4 2014Q2 202231
Glassman Wealth Services 31310.02%0.25%0.35%Q4 2014Q2 202231
Gratus Capital LLC 31311.61%2.58%4.33%Q4 2014Q2 202231
Ironwood Investment Counsel, LLC 2210.09%0.18%0.62%Q2 2013Q4 202131
Capstone Financial Advisors, Inc. 31311.98%6.30%17.32%Q4 2014Q2 202231
FOUNDERS FINANCIAL SECURITIES LLC 2560.07%2.56%9.28%Q4 2013Q2 202231
FOSTER DYKEMA CABOT & CO INC/MA 2470.05%0.39%0.68%Q3 2014Q2 202231
PAYDEN & RYGEL 31310.01%0.01%0.03%Q2 2013Q4 202031
INVESTMENT PARTNERS, LTD. 31310.73%3.28%6.44%Q4 2014Q2 202231
CAPROCK Group, Inc. 31310.14%0.32%0.56%Q4 2014Q2 202231
OLD SECOND NATIONAL BANK OF AURORA 31310.06%0.07%0.08%Q4 2014Q2 202231
Wealth Architects, LLC 31310.11%0.15%0.20%Q4 2014Q2 202231
Winslow Capital Management, LLC 2410.00%0.05%0.22%Q4 2013Q2 202231
Burt Wealth Advisors 31310.09%0.19%0.46%Q4 2014Q2 202231
Stratos Wealth Partners, LTD. 31310.21%0.77%1.33%Q4 2014Q2 202231
IBERIABANK CORP 31310.84%1.81%3.51%Q4 2012Q2 202031
PineBridge Investments, L.P. 31310.00%0.02%0.05%Q2 2013Q4 202031
NEXT Financial Group, Inc 31310.00%0.17%0.36%Q2 2014Q4 202131
LS Investment Advisors, LLC 17140.00%0.03%0.14%Q4 2013Q2 202231
EisnerAmper Wealth Management Corporate Benefits, LLC 31311.21%1.67%1.94%Q4 2014Q2 202231
Summit Financial Strategies, Inc. 31310.28%0.36%0.46%Q4 2014Q2 202231
Karp Capital Management Corp 31310.01%0.30%0.97%Q4 2014Q2 202231
Advisory Services Network, LLC 2210.04%0.11%0.39%Q4 2013Q2 202231
Domani Wealth, LLC 30300.26%1.88%2.57%Q1 2015Q2 202230
ETRADE Capital Management LLC 30303.56%7.17%9.12%Q2 2013Q3 202030
SIGNET FINANCIAL MANAGEMENT, LLC 2640.20%0.40%0.57%Q4 2014Q2 202230
Brookmont Capital Management 30300.12%0.40%0.69%Q1 2015Q2 202230
DONALDSON CAPITAL MANAGEMENT, LLC 30300.03%0.05%0.09%Q1 2015Q2 202230
UBS ASSET MANAGEMENT AMERICAS INC 2610.00%0.01%0.04%Q2 2013Q4 202130
INTRUST BANK NA 30300.14%0.36%0.42%Q1 2015Q2 202230
Strategic Wealth Advisors Group, LLC 1850.07%1.52%3.42%Q2 2014Q2 202230
Cable Hill Partners, LLC 2910.14%0.30%0.39%Q4 2014Q2 202230
First Allied Advisory Services, Inc. 30300.14%0.28%0.42%Q2 2013Q3 202030
Roble, Belko & Company, Inc 30302.60%3.12%3.57%Q1 2015Q2 202230
Hudock, Inc. 30300.01%0.02%0.04%Q1 2015Q2 202230
TOMPKINS FINANCIAL CORP 1910.00%0.61%1.34%Q4 2013Q3 202130
LifePlan Financial Group, Inc 30301.02%4.72%10.39%Q2 2013Q3 202030
Neuberger Berman Group LLC 2410.00%0.01%0.02%Q4 2013Q2 202230
FIRST NATIONAL BANK OF OMAHA 2370.01%0.44%0.70%Q2 2013Q2 202230
Capital Planning Advisors, LLC 30300.34%5.27%7.84%Q1 2015Q2 202230
Dorsey & Whitney Trust CO LLC 2730.07%0.35%1.27%Q2 2013Q2 202230
Sageworth Trust Co 2190.00%0.31%1.08%Q4 2014Q2 202230
Intersect Capital LLC 30308.09%11.53%15.71%Q4 2014Q1 202230
DUBUQUE BANK & TRUST CO 30300.00%0.05%0.09%Q1 2015Q2 202230
Country Club Trust Company, n.a. 1410.14%1.05%2.52%Q2 2013Q4 202130
FCG ADVISORS, LLC 30300.39%0.74%1.31%Q2 2013Q3 202030
FORVIS Wealth Advisors, LLC 30300.14%0.23%0.35%Q1 2015Q2 202230
WEDBUSH SECURITIES INC 30300.05%0.08%0.17%Q1 2015Q2 202230
Stearns Financial Services Group 29290.07%0.09%0.11%Q3 2013Q3 202029
Winslow, Evans & Crocker, Inc. 29290.02%0.17%0.29%Q4 2013Q4 202029
TWO SIGMA INVESTMENTS, LP 910.00%0.06%0.24%Q3 2013Q2 202229
Northeast Financial Consultants Inc 15140.10%0.16%0.28%Q1 2015Q2 202229
MISSION WEALTH MANAGEMENT, LP 29290.28%0.42%0.75%Q2 2015Q2 202229
Prospera Financial Services Inc 16130.02%0.12%0.26%Q1 2015Q2 202229
Hilton Capital Management, LLC 29290.03%0.05%0.12%Q2 2015Q2 202229
BEACH INVESTMENT COUNSEL INC/PA 29290.03%0.04%0.08%Q2 2015Q2 202229
Harfst & Associates, Inc. 29290.08%0.21%0.41%Q2 2015Q2 202229
Main Management LLC 1610.02%0.04%0.06%Q4 2013Q2 202229
FIRST FOUNDATION ADVISORS 2810.02%0.03%0.06%Q4 2014Q2 202229
GRIMES & COMPANY, INC. 29290.03%0.13%2.02%Q2 2015Q2 202229
Cassaday & Co Inc. 29290.11%0.44%2.47%Q4 2014Q4 202129
Fiera Capital Corp 29290.00%0.01%0.03%Q2 2015Q2 202229
MACQUARIE GROUP LTD 2410.00%0.03%0.18%Q4 2013Q2 202229
CONGRESS ASSET MANAGEMENT CO /MA 2810.00%0.13%0.50%Q4 2014Q2 202229
QUADRANT CAPITAL GROUP LLC 29290.41%0.88%1.78%Q2 2015Q2 202229
Thomasville National Bank 2270.09%0.13%0.24%Q1 2015Q2 202229
Baird Financial Group, Inc. 29291.26%1.60%2.06%Q2 2015Q2 202229
Freestone Capital Holdings, LLC 28280.00%0.07%0.35%Q3 2015Q2 202228
SG Americas Securities, LLC 1810.00%0.08%0.18%Q3 2013Q2 202228
Chicago Partners Investment Group LLC 2080.00%0.09%0.17%Q2 2015Q2 202228
BRINKER CAPITAL INC 2081.55%3.40%6.92%Q2 2013Q2 202028
CADENCE BANK NA 2080.58%0.95%1.29%Q2 2013Q2 202228
Gradient Investments LLC 1990.00%0.01%0.02%Q2 2015Q2 202228
TOCQUEVILLE ASSET MANAGEMENT L.P. 2710.01%0.01%0.02%Q2 2014Q2 202228
JOYN Advisors, Inc. 28287.14%15.31%28.30%Q2 2013Q1 202028
OAKWOOD CAPITAL MANAGEMENT LLC/CA 28280.34%0.68%1.54%Q2 2013Q1 202028
WOLVERINE ASSET MANAGEMENT LLC 2510.00%0.15%0.41%Q2 2013Q4 202128
Balentine LLC 2710.00%29.35%56.94%Q1 2015Q2 202228
CONNING INC. 28280.09%0.16%0.30%Q3 2015Q2 202228
MILLENNIUM MANAGEMENT LLC 1610.00%0.00%0.02%Q1 2014Q2 202228
Confluence Wealth Management LLC 27270.43%1.11%3.64%Q1 2014Q3 202027
ARCADIA INVESTMENT MANAGEMENT CORP/MI 27270.01%0.07%0.14%Q4 2015Q2 202227
CITIZENS FINANCIAL GROUP INC/RI 27270.04%0.07%0.18%Q4 2015Q2 202227
QS Investors, LLC 27270.02%0.19%0.45%Q4 2014Q2 202127
Goelzer Investment Management, Inc. 27270.02%0.16%0.26%Q4 2015Q2 202227
Strategic Point Investment Advisors, LLC 27270.06%3.25%5.55%Q4 2015Q2 202227
PACIFIC FINANCIAL GROUP INC 1510.11%0.78%2.08%Q2 2013Q2 202227
CIBC BANK USA 27270.80%1.35%1.74%Q2 2013Q4 201927
Horizon Investments, LLC 27270.22%0.86%7.64%Q2 2013Q4 201927
Regal Wealth Group, Inc. 27271.97%7.68%16.38%Q4 2015Q2 202227
TWO SIGMA ADVISERS, LP 1610.00%0.06%0.16%Q3 2014Q2 202227
Stratford Consulting, LLC 27270.08%0.12%0.14%Q3 2013Q1 202027
Brightworth 27270.16%9.72%34.79%Q4 2015Q2 202227
St. Louis Trust Co 27270.93%1.32%1.72%Q4 2015Q2 202227
ClearBridge Investments 1310.00%0.00%0.03%Q4 2013Q2 202227
Asset Planning Services, Ltd. 27270.45%0.60%0.82%Q2 2015Q4 202127
JFS WEALTH ADVISORS, LLC 27270.05%0.47%2.06%Q4 2015Q2 202227
Grove Bank & Trust 27270.01%0.89%1.53%Q4 2015Q2 202227
Colorado Capital Management, Inc. 27273.71%4.43%4.93%Q4 2015Q2 202227
Clarius Group, LLC 27270.14%0.43%0.83%Q4 2015Q2 202227
Schneider Downs Wealth Management Advisors, LP 27271.74%2.62%4.69%Q4 2015Q2 202227
Northstar Group, Inc. 27270.41%1.23%1.44%Q4 2015Q2 202227
Fisher Asset Management, LLC 2410.00%0.00%0.00%Q2 2015Q2 202227
Alliance Wealth Management Group 27270.54%2.51%14.12%Q4 2015Q2 202227
Cetera Investment Advisers 27270.36%1.93%3.92%Q4 2015Q2 202227
Compass Financial Group, Inc. 27276.16%7.89%9.80%Q4 2015Q2 202227
Raab & Moskowitz Asset Management LLC 27270.18%0.25%0.33%Q4 2015Q2 202227
BlackRock Inc. 27270.00%0.01%0.02%Q4 2015Q2 202227
Cribstone Capital Management, LLC 27270.25%1.08%2.70%Q4 2015Q2 202227
Berkeley Capital Partners, LLC 27270.11%0.59%1.22%Q4 2015Q2 202227
Crestone Asset Management LLC 27273.61%7.14%9.22%Q4 2015Q2 202227
Cornerstone Advisory, LLC 27270.79%1.27%2.58%Q4 2015Q2 202227
Jackson, Grant Investment Advisers, Inc. 27270.01%0.04%0.06%Q4 2015Q2 202227
IndexIQ Advisors LLC 27270.00%2.59%12.44%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.64%1.32%1.71%Q2 2013Q4 201927
TRUST CO OF VERMONT 2510.00%0.01%0.02%Q2 2015Q2 202227
Ashfield Capital Partners, LLC 1510.01%0.22%1.75%Q4 2013Q2 202227
Capital Investment Advisors, LLC 27270.02%0.07%0.12%Q4 2015Q2 202227
Intercontinental Wealth Advisors, LLC 27270.08%1.27%4.07%Q4 2015Q2 202227
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 27271.19%5.66%9.79%Q2 2013Q4 201927
NICOLET BANKSHARES INC 27271.32%2.58%4.37%Q4 2015Q2 202227
O'Brien Wealth Partners LLC 27274.62%7.18%12.14%Q4 2015Q2 202227
MML INVESTORS SERVICES, LLC 2160.45%0.97%1.68%Q2 2015Q2 202227
LAU ASSOCIATES LLC 27270.60%0.94%1.18%Q2 2013Q4 201927
UMB Bank, n.a. 27270.19%0.27%0.48%Q4 2015Q2 202227
Well Done, LLC 26260.20%0.69%1.03%Q1 2016Q2 202226
Taylor, Cottrill, Erickson & Associates, Inc. 2510.61%1.79%5.88%Q1 2014Q2 202226
Financial Sense Advisors, Inc. 2510.12%0.98%2.17%Q4 2015Q2 202226
CWM, LLC 2330.00%0.04%0.06%Q4 2015Q2 202226
Sargent Bickham Lagudis LLC 26260.02%0.06%0.10%Q1 2016Q2 202226
McNamara Financial Services, Inc. 26260.09%0.14%0.16%Q1 2016Q2 202226
BOSTON ADVISORS LLC 26260.42%1.26%2.19%Q2 2013Q3 201926
SUNTRUST BANKS INC 26261.19%2.31%3.08%Q2 2013Q3 201926
AXA S.A. 26260.33%0.50%0.64%Q2 2013Q3 201926
Beaumont Financial Partners, LLC 1220.02%0.35%2.14%Q4 2013Q2 202226
Integrated Investment Consultants, LLC 1886.90%10.20%12.75%Q4 2015Q2 202226
ROPES WEALTH ADVISORS LLC 26260.02%0.35%0.84%Q1 2016Q2 202226
Baker Avenue Asset Management, LP 26260.19%1.57%3.53%Q1 2016Q2 202226
MOTCO 2240.01%0.02%0.04%Q2 2013Q2 202226
IFP Advisors, Inc 14120.03%0.32%0.70%Q4 2015Q2 202226
BB&T SECURITIES, LLC 26260.01%0.06%0.11%Q2 2013Q3 201926
HOWE & RUSLING INC 1140.00%0.03%0.08%Q2 2013Q2 202226
Trust Co 26260.02%0.06%0.12%Q1 2016Q2 202226
Voya Financial Advisors, Inc. 2510.02%0.24%1.30%Q1 2015Q4 202126
OAK RIDGE INVESTMENTS LLC 1120.01%0.04%0.12%Q4 2014Q2 202226
Rinet Co LLC 26260.92%2.11%3.58%Q2 2015Q3 202126
HOLLENCREST CAPITAL MANAGEMENT 2510.02%0.34%0.60%Q4 2013Q4 202126
Geneos Wealth Management Inc. 26260.04%0.07%0.54%Q1 2016Q2 202226
Stonebridge Capital Advisors LLC 26260.09%0.25%0.43%Q1 2016Q2 202226
First Personal Financial Services 2330.01%0.38%2.12%Q4 2015Q2 202226
BANK HAPOALIM BM 26260.06%0.14%0.26%Q4 2013Q1 202026
SHINE INVESTMENT ADVISORY SERVICES INC 26264.03%5.75%9.99%Q2 2014Q3 202026
Asset Dedication, LLC 26260.15%0.31%0.55%Q4 2015Q1 202226
M Holdings Securities, Inc. 2210.12%0.31%0.71%Q4 2013Q2 202226
High Falls Advisors, Inc 1970.07%0.11%0.15%Q4 2015Q2 202226
Choate Investment Advisors 1510.05%0.09%0.19%Q3 2015Q2 202226
BEACON FINANCIAL GROUP 2420.04%0.25%0.54%Q3 2013Q2 202226
Ausdal Financial Partners, Inc. 14120.07%0.54%5.04%Q4 2015Q2 202226
Jacobi Capital Management LLC 25250.00%0.04%0.07%Q2 2016Q2 202225
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25250.11%0.21%0.32%Q2 2016Q2 202225
V Wealth Advisors LLC 1870.32%0.73%1.72%Q1 2016Q2 202225
Horan Securities, Inc. 2231.70%5.45%9.07%Q1 2016Q2 202225
Merriman Wealth Management, LLC 25250.05%0.39%1.12%Q2 2016Q2 202225
Mosaic Family Wealth, LLC 25250.92%1.24%2.98%Q4 2015Q4 202125
COUNTRY TRUST BANK 2110.00%0.01%0.01%Q2 2015Q2 202225
PEOPLES BANK /OH 2140.10%0.30%0.45%Q4 2015Q1 202225
BOSTON FINANCIAL MANGEMENT LLC 25250.20%0.38%0.57%Q2 2016Q2 202225
Wealthcare Advisory Partners LLC 25250.16%0.29%0.44%Q2 2016Q2 202225
Tower Research Capital LLC (TRC) 910.00%0.65%5.19%Q2 2013Q1 202225
Glenview Trust Co 2310.03%0.06%0.15%Q4 2014Q2 202225
Brookstone Capital Management 2230.07%0.55%2.41%Q1 2015Q2 202225
Autus Asset Management, LLC 25250.11%0.20%0.24%Q4 2015Q4 202125
FIRST MIDWEST BANK TRUST DIVISION 1420.03%0.64%1.68%Q3 2013Q4 202125
BOYS ARNOLD & CO INC 2410.04%0.15%0.30%Q4 2013Q1 202025
Calamos Wealth Management LLC 2310.06%0.15%0.23%Q4 2014Q2 202225
BOK Financial Private Wealth, Inc. 25250.08%0.15%0.28%Q2 2016Q2 202225
BTC Capital Management, Inc. 1680.27%1.57%2.27%Q2 2016Q2 202224
Koshinski Asset Management, Inc. 12120.04%0.12%0.24%Q2 2016Q2 202224
Strategic Wealth Partners Group LLC 2041.10%18.36%22.65%Q2 2016Q2 202224
Klingman & Associates, LLC 1410.04%0.12%0.22%Q4 2014Q2 202224
Plancorp, LLC 2310.06%0.14%0.24%Q1 2015Q2 202224
Cornerstone Wealth Management, LLC 24240.02%0.08%0.12%Q3 2016Q2 202224
Barrett Asset Management, LLC 24240.00%0.01%0.01%Q2 2016Q1 202224
Mechanics Bank Trust Department 24240.63%0.88%1.20%Q3 2016Q2 202224
Eqis Capital Management, Inc. 24240.03%0.09%0.42%Q2 2013Q1 201924
Corundum Group, Inc. 1590.56%13.12%19.33%Q2 2016Q2 202224
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 24240.64%0.78%1.05%Q2 2013Q1 201924
DEUTSCHE BANK AG\ 1860.00%0.02%0.08%Q3 2013Q2 202224
Vigilant Capital Management, LLC 24240.00%0.07%0.15%Q2 2016Q1 202224
Essex Financial Services, Inc. 1330.05%0.14%0.32%Q2 2015Q2 202224
BALDWIN BROTHERS LLC/MA 24240.01%0.02%0.04%Q3 2016Q2 202224
ROTHSCHILD INVESTMENT CORP /IL 24240.11%0.37%0.58%Q3 2016Q2 202224
WEALTHSOURCE PARTNERS, LLC 1590.02%0.19%0.64%Q2 2016Q2 202224
Modera Wealth Management, LLC 24240.34%1.61%4.79%Q3 2016Q2 202224
Johanson Financial Advisors, Inc. 2041.77%3.54%5.09%Q4 2015Q4 202124
Hochman Cole Investment Advisors, Inc. 24241.57%1.94%2.36%Q4 2015Q3 202124
SECURITY NATIONAL TRUST CO 24240.01%0.24%0.38%Q4 2015Q3 202124
DAVENPORT & Co LLC 24240.01%0.01%0.02%Q3 2016Q2 202224
VOYA INVESTMENT MANAGEMENT LLC 1110.00%0.08%0.41%Q2 2013Q2 202224
NewEdge Advisors, LLC 24240.03%0.83%1.46%Q3 2016Q2 202224
Corient Capital Partners, LLC 24240.04%0.06%0.11%Q3 2016Q2 202224
First Command Financial Services, Inc. 23230.01%0.14%0.51%Q4 2016Q2 202223
BREMER TRUST NATIONAL ASSOCIATION 23230.34%0.40%0.50%Q2 2013Q4 201823
WSFS CAPITAL MANAGEMENT, LLC 23230.62%0.97%1.82%Q4 2016Q2 202223
HL FINANCIAL SERVICES LLC 1850.08%0.17%0.30%Q2 2013Q1 201923
Ullmann Wealth Partners Group, LLC 23234.68%10.52%17.57%Q4 2016Q2 202223
Good Life Advisors, LLC 23230.16%0.28%0.46%Q4 2016Q2 202223
Avantax Planning Partners, Inc. 23230.02%0.12%1.10%Q4 2016Q2 202223
Parallel Advisors, LLC 23230.10%0.49%1.24%Q4 2016Q2 202223
AJ WEALTH STRATEGIES, LLC 23230.14%0.23%0.34%Q4 2016Q2 202223
Steward Partners Investment Advisory, LLC 23230.95%1.72%7.30%Q4 2016Q2 202223
Canal Capital Management, LLC 23231.04%1.36%1.57%Q4 2016Q2 202223
FINANCIAL CONSULATE, INC 23230.19%0.35%1.15%Q4 2016Q2 202223
Moloney Securities Asset Management, LLC 23230.15%0.28%0.40%Q4 2016Q2 202223
CREATIVE FINANCIAL DESIGNS INC /ADV 23230.01%0.03%0.09%Q4 2016Q2 202223
Jackson Wealth Management, LLC 2120.27%1.38%2.83%Q4 2014Q4 202023
YorkBridge Wealth Partners, LLC 23230.80%0.92%1.25%Q4 2016Q2 202223
Parsec Financial Management, Inc. 23230.04%0.12%0.16%Q4 2016Q2 202223
Destination Wealth Management 23230.03%0.04%0.06%Q4 2016Q2 202223
Pointe Capital Management LLC 23230.15%1.93%3.98%Q4 2016Q2 202223
North Star Investment Management Corp. 2010.00%0.00%0.00%Q2 2014Q4 202123
WealthTrust-Arizona, LLC 23230.51%1.02%2.35%Q2 2013Q4 201823
Jentner Corp 23230.34%0.44%0.58%Q4 2016Q2 202223
Patriot Financial Group Insurance Agency, LLC 23230.01%0.30%1.15%Q4 2016Q2 202223
Sequent Asset Management, LLC 1110.11%0.21%0.36%Q2 2013Q2 202223
Miracle Mile Advisors, LLC 2110.02%0.05%0.09%Q1 2016Q2 202223
Quadrant Capital Management, LLC 23230.26%0.29%0.32%Q2 2014Q4 201923
NATIXIS 23230.00%0.03%0.12%Q3 2016Q1 202223
HARVEST CAPITAL MANAGEMENT INC 23230.10%0.12%0.19%Q4 2013Q2 201923
Gilbert & Cook, Inc. 23230.07%0.16%0.30%Q4 2016Q2 202223
GREENLEAF TRUST 23230.01%0.01%0.02%Q4 2016Q2 202223
IMA Wealth, Inc. 1720.05%0.08%0.15%Q1 2015Q2 202223
BANK OF THE WEST 2010.03%0.06%0.24%Q1 2016Q1 202223
TIEDEMANN ADVISORS, LLC 23230.03%0.32%0.78%Q4 2016Q2 202223
Blankinship & Foster, LLC 23230.57%0.71%1.10%Q4 2016Q2 202223
SIMON QUICK ADVISORS, LLC 23231.77%6.81%10.60%Q4 2016Q2 202223
WESBANCO BANK INC 1760.02%0.09%0.14%Q3 2016Q2 202223
FORTE CAPITAL LLC /ADV 1490.21%0.35%0.52%Q3 2014Q2 202223
ST GERMAIN D J CO INC 23230.03%0.04%0.06%Q4 2016Q2 202223
Relative Value Partners Group, LLC 1760.10%0.15%0.19%Q4 2015Q1 202223
IHT Wealth Management, LLC 23230.02%0.49%1.73%Q4 2016Q2 202223
Norway Savings Bank 23230.01%0.03%0.06%Q4 2016Q2 202223
Clearstead Advisors, LLC 23230.06%0.14%0.20%Q4 2016Q2 202223
COMERICA SECURITIES INC 23230.26%0.86%1.78%Q2 2013Q4 201823
CAPITAL FUND MANAGEMENT S.A. 910.00%0.03%0.09%Q1 2015Q4 202123
VAN ECK ASSOCIATES CORP 23230.00%0.03%0.13%Q2 2016Q4 202123
Arete Wealth Advisors, LLC 23230.06%0.27%0.52%Q4 2016Q2 202223
FLAGSHIP HARBOR ADVISORS, LLC 23230.08%0.12%0.16%Q4 2016Q2 202223
First Command Bank 23230.01%0.17%0.51%Q4 2016Q2 202223
LEVEL FOUR ADVISORY SERVICES, LLC 23230.03%0.94%3.92%Q4 2016Q2 202223
Legacy Advisors, LLC 23230.52%1.22%2.25%Q4 2016Q2 202223
REDW Wealth LLC 23230.20%0.24%0.31%Q4 2016Q2 202223
SPINNAKER TRUST 22220.05%0.06%0.08%Q1 2017Q2 202222
WEATHERLY ASSET MANAGEMENT L. P. 2110.05%0.07%0.09%Q4 2015Q2 202222
CAPE COD FIVE CENTS SAVINGS BANK 22220.02%0.05%0.08%Q1 2017Q2 202222
APPLETON PARTNERS INC/MA 22220.06%0.07%0.08%Q1 2017Q2 202222
CAPITAL ADVISORS INC/OK 1390.01%0.16%0.40%Q4 2016Q2 202222
PETTYJOHN, WOOD & WHITE, INC 22220.08%0.08%0.10%Q1 2017Q2 202222
PLANNING ALTERNATIVES LTD /ADV 1710.05%0.16%0.21%Q1 2016Q2 202222
FIDUCIARY TRUST CO 1310.01%0.05%0.10%Q2 2013Q2 202222
OPPENHEIMER ASSET MANAGEMENT INC. 22220.10%0.14%0.27%Q1 2017Q2 202222
Kingsview Wealth Management, LLC 2010.00%0.23%0.60%Q1 2017Q2 202222
Bragg Financial Advisors, Inc 1240.03%0.07%0.11%Q3 2015Q2 202222
RMB Capital Management, LLC 22220.02%0.20%0.38%Q1 2017Q2 202222
IMS Capital Management 1570.36%2.22%4.00%Q4 2016Q2 202222
Global Retirement Partners, LLC 2020.40%0.73%1.10%Q4 2016Q2 202222
Keel Point, LLC 22220.04%0.97%2.19%Q1 2017Q2 202222
Mathes Company, Inc. 22220.54%1.65%2.20%Q1 2017Q2 202222
Doyle Wealth Management 22220.60%0.74%0.84%Q1 2017Q2 202222
Flaharty Asset Management, LLC 22224.47%8.65%11.22%Q1 2017Q2 202222
AE Wealth Management LLC 22220.05%0.12%0.39%Q1 2017Q2 202222
Farmers & Merchants Trust Co of Chambersburg PA 22220.01%0.02%0.03%Q1 2017Q2 202222
Radnor Capital Management, LLC 1930.38%0.51%0.75%Q4 2016Q2 202222
Shepherd Financial Partners LLC 1930.04%0.07%0.10%Q4 2016Q2 202222
Fusion Family Wealth LLC 22220.02%0.05%0.29%Q4 2016Q1 202222
Nuveen Asset Management, LLC 1610.00%0.35%2.15%Q4 2013Q2 202222
USCA RIA LLC 22220.02%0.43%0.83%Q1 2016Q2 202122
Simmons Bank 22221.41%2.01%2.51%Q1 2017Q2 202222
Capital Asset Advisory Services LLC 2110.32%1.19%3.05%Q1 2016Q2 202222
RAND WEALTH, LLC 22220.05%0.09%0.14%Q2 2013Q3 201822
Starfire Investment Advisers, Inc. 22220.17%1.47%2.34%Q1 2015Q2 202022
Fiduciary Trust Co International of Pennsylvania 1710.05%0.15%0.23%Q2 2013Q1 202022
Sunbelt Securities, Inc. 22220.02%0.24%0.75%Q3 2016Q4 202122
Capital Analysts, LLC 1810.00%0.08%0.21%Q4 2015Q2 202222
BDO Wealth Advisors, LLC 21210.42%0.83%3.08%Q2 2017Q2 202221
BURNEY CO/ 21210.01%0.04%0.08%Q2 2017Q2 202221
Fieldpoint Private Securities, LLC 2010.93%1.19%1.69%Q1 2017Q2 202221
Beaton Management Co. Inc. 21210.85%1.01%1.20%Q2 2017Q2 202221
RGT Wealth Advisors, LLC 1110.07%0.43%1.98%Q3 2016Q2 202221
SRS Capital Advisors, Inc. 950.01%1.78%6.17%Q4 2016Q2 202221
TIAA CREF INVESTMENT MANAGEMENT LLC 21210.05%0.08%0.12%Q2 2013Q2 201821
LYELL WEALTH MANAGEMENT, LP 21210.08%0.11%0.14%Q2 2017Q2 202221
Stockman Wealth Management, Inc. 2010.13%0.20%0.30%Q1 2017Q2 202221
Riverpoint Wealth Management Holdings, LLC 21210.12%0.14%0.18%Q2 2017Q2 202221
GW HENSSLER & ASSOCIATES LTD 1830.02%0.03%0.04%Q1 2017Q2 202221
Geneva Partners, LLC 2010.26%0.41%1.13%Q2 2016Q2 202221
Sage Capital Advisors,llc 21210.18%0.23%0.28%Q2 2017Q2 202221
Alpha Cubed Investments, LLC 21210.02%0.07%0.15%Q2 2017Q2 202221
Cerity Partners LLC 2010.02%0.06%0.11%Q1 2017Q2 202221
Circle Wealth Management, LLC 21210.05%0.08%0.18%Q2 2017Q2 202221
Gibson Capital, LLC 21210.08%0.11%0.14%Q2 2017Q2 202221
Meridian Wealth Management, LLC 21210.11%0.18%0.26%Q2 2017Q2 202221
Aureus Asset Management, LLC 610.01%0.09%0.29%Q2 2013Q1 202221
SHUFRO ROSE & CO LLC 21210.02%0.06%0.08%Q2 2017Q2 202221
TIAA, FSB 21211.90%3.53%5.53%Q2 2017Q2 202221
GenWealth Group, Inc. 21210.88%1.56%2.17%Q2 2017Q2 202221
Aspen Investment Management Inc 1380.14%0.28%0.46%Q3 2013Q4 201921
Edgestream Partners, L.P. 710.02%0.27%1.28%Q2 2014Q2 202221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2010.00%0.06%0.20%Q4 2016Q2 202221
Allworth Financial LP 1810.00%0.32%1.09%Q1 2016Q2 202221
RIVERBRIDGE PARTNERS LLC 1910.00%0.01%0.01%Q2 2013Q2 202221
Jaffetilchin Investment Partners, LLC 1470.04%0.22%1.04%Q1 2017Q2 202221
Bridgeworth, LLC 1830.16%0.22%0.27%Q4 2016Q2 202221
Lenox Wealth Advisors, LLC 1720.00%0.01%0.06%Q3 2013Q4 202121
Whitnell & Co. 21210.01%0.09%0.20%Q4 2014Q4 201921
Hartford Financial Management Inc. 2010.08%0.10%0.12%Q1 2017Q2 202221
Peachtree Investment Advisors, Inc. 21210.25%0.36%0.57%Q4 2013Q4 201821
WESTWOOD HOLDINGS GROUP INC 21210.01%0.02%0.04%Q2 2017Q2 202221
Corbenic Partners LLC 1910.00%0.21%0.74%Q2 2013Q4 202121
Crescent Grove Advisors, LLC 21210.53%0.68%0.98%Q2 2017Q2 202221
Resources Investment Advisors, LLC. 21210.01%0.30%0.58%Q2 2017Q2 202221
King Wealth 21210.09%0.10%0.14%Q2 2017Q2 202221
AFT, FORSYTH & COMPANY, INC. 1920.60%0.70%0.83%Q2 2013Q2 202221
O'Dell Group, LLC 1370.12%0.15%0.19%Q4 2016Q2 202220
Sullivan, Bruyette, Speros & Blaney, LLC 20200.08%0.11%0.16%Q2 2016Q1 202120
CAMG Solamere Management, LLC 20201.62%2.52%3.75%Q4 2016Q3 202120
MACROVIEW INVESTMENT MANAGEMENT LLC 20200.06%0.13%0.23%Q3 2017Q2 202220
SNS Financial Group, LLC 20200.05%0.06%0.07%Q3 2017Q2 202220
Abbrea Capital, LLC 20200.06%0.08%0.09%Q3 2017Q2 202220
Ahrens Investment Partners LLC 20200.11%0.19%0.30%Q3 2017Q2 202220
MANAGED ACCOUNT SERVICES INC 20201.43%1.96%2.37%Q4 2016Q3 202120
Paracle Advisors, LLC 1910.12%0.34%0.51%Q1 2016Q1 202120
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1280.00%0.03%0.09%Q4 2015Q2 202220
Lido Advisors, LLC 1730.03%0.13%0.40%Q1 2016Q2 202220
Biondo Investment Advisors, LLC 20200.07%0.20%0.32%Q3 2017Q2 202220
RPG Investment Advisory, LLC 1820.01%0.23%4.21%Q2 2017Q2 202220
Wealthspire Advisors, L.P. 20200.49%0.66%0.78%Q4 2015Q3 202020
FARR MILLER & WASHINGTON LLC/DC 710.02%0.03%0.06%Q2 2015Q3 202120
PARK AVENUE SECURITIES LLC 910.26%2.37%6.33%Q4 2014Q2 202220
VICTORY CAPITAL MANAGEMENT INC 710.00%0.00%0.02%Q3 2013Q2 202220
CFO4Life Group, LLC 20200.12%0.18%0.40%Q3 2017Q2 202220
Adviser Investments LLC 20200.02%0.10%0.26%Q3 2017Q2 202220
DARRELL & KING LLC 1640.04%0.07%0.13%Q4 2015Q4 202020
Founders Capital Management 1370.00%0.01%0.01%Q1 2017Q2 202220
CAHABA WEALTH MANAGEMENT, INC. 20200.30%1.36%2.91%Q3 2017Q2 202220
Bridgecreek Investment Management, LLC 1420.03%0.05%0.07%Q2 2013Q2 202220
CASTLEARK MANAGEMENT LLC 20200.04%0.08%0.15%Q4 2014Q3 201920
Orgel Wealth Management, LLC 1910.03%0.09%0.13%Q1 2016Q2 202220
Valeo Financial Advisors, LLC 20200.42%0.64%0.94%Q3 2017Q2 202220
Sustainable Growth Advisers, LP 1210.00%0.04%0.20%Q4 2013Q2 202220
Sawtooth Solutions, LLC 1310.02%0.13%0.54%Q4 2015Q2 202220
Personal Capital Advisors Corp 20200.01%0.01%0.02%Q3 2017Q2 202220
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 20200.04%0.08%0.13%Q2 2016Q1 202120
Wellington Shields Capital Management, LLC 20200.03%0.05%0.06%Q2 2017Q1 202220
FundX Investment Group, LLC 850.04%4.90%21.58%Q1 2015Q4 202120
LANDAAS & CO /WI /ADV 20201.42%1.61%1.96%Q3 2017Q2 202220
Bogart Wealth, LLC 20200.01%0.11%0.31%Q3 2017Q2 202220
Vantage Investment Advisors, LLC 20200.10%0.39%0.62%Q4 2013Q3 201820
Colonial Trust Advisors 20200.04%0.05%0.06%Q3 2017Q2 202220
Huntington Steele LLC 20206.61%7.36%8.18%Q2 2013Q1 201820
Kavar Capital Partners, LLC 1520.03%0.12%0.17%Q4 2013Q3 202020
Concert Wealth Management Inc. 16160.00%0.22%0.42%Q2 2013Q1 201720
SYM FINANCIAL Corp 19190.01%0.04%0.15%Q4 2017Q2 202219
Icon Wealth Partners, LLC 19190.37%0.91%2.15%Q4 2017Q2 202219
B. Riley Wealth Management, Inc. 840.00%0.14%0.36%Q1 2014Q2 202219
SII INVESTMENTS INC/WI 19190.31%0.66%0.93%Q2 2013Q4 201719
COMMONWEALTH EQUITY SERVICES, LLC 19191.13%1.61%2.90%Q4 2017Q2 202219
Andesa Financial Management Inc. 19190.33%0.66%1.71%Q4 2017Q2 202219
Krilogy Financial LLC 910.00%0.13%0.27%Q3 2015Q2 202219
Sowell Financial Services LLC 1020.21%0.69%1.35%Q4 2016Q4 202119
UNITED BANK 19190.14%0.18%0.23%Q4 2017Q2 202219
Donald L. Hagan, LLC 19190.26%6.27%12.02%Q4 2014Q2 201919
Litman Gregory Wealth Management LLC 1810.00%0.02%0.10%Q4 2016Q4 202119
LGL PARTNERS, LLC 1450.05%0.49%2.80%Q3 2017Q2 202219
Palisade Asset Management, LLC 19190.14%0.19%0.23%Q4 2017Q2 202219
Cypress Wealth Services, LLC 19190.10%0.29%0.62%Q4 2017Q2 202219
Dana Investment Advisors, Inc. 1110.01%0.23%3.05%Q3 2015Q2 202219
McIlrath & Eck, LLC 19190.11%0.16%0.21%Q4 2017Q2 202219
Brickley Wealth Management 19194.05%7.52%11.36%Q4 2017Q2 202219
SJA Financial Advisory, LLC 19190.41%1.02%1.36%Q4 2017Q2 202219
BHK Investment Advisors, LLC 19190.51%0.89%1.11%Q4 2017Q2 202219
One Wealth Advisors, LLC 19193.40%14.16%21.84%Q4 2017Q2 202219
Pinnacle Wealth Planning Services, Inc. 19190.69%1.53%4.82%Q4 2017Q2 202219
STEPHENS GROUP ASSET MANAGEMENT, LLC 19193.43%6.87%12.53%Q4 2017Q2 202219
TEACHERS ADVISORS, LLC 1610.00%0.04%0.14%Q2 2013Q2 201819
Ferris Capital, LLC 19190.36%1.78%2.55%Q2 2017Q4 202119
SCHNIEDERS CAPITAL MANAGEMENT LLC 19190.10%0.24%0.43%Q4 2017Q2 202219
IFC Holdings Incorporated/FL 19190.68%1.22%1.65%Q2 2013Q4 201719
White Lighthouse Investment Management Inc. 19191.53%2.29%3.12%Q4 2017Q2 202219
SeaCrest Wealth Management, LLC 19190.02%0.05%0.15%Q4 2017Q2 202219
Gryphon Financial Partners LLC 19190.05%0.16%0.51%Q4 2017Q2 202219
Moors & Cabot, Inc. 1180.01%0.10%0.20%Q3 2015Q1 202219
Ballew Advisors, Inc 19190.40%0.56%0.71%Q4 2017Q2 202219
Front Row Advisors LLC 19190.06%0.12%0.15%Q4 2017Q2 202219
WealthShield Partners, LLC 19190.17%0.32%0.64%Q4 2017Q2 202219
Holistic Financial Partners 19192.17%4.75%5.99%Q4 2017Q2 202219
DIMENSION CAPITAL MANAGEMENT LLC 19190.20%0.61%0.73%Q4 2017Q2 202219
Bigelow Investment Advisors, LLC 19190.13%0.23%0.33%Q4 2017Q2 202219
Global Trust Asset Management, LLC 19190.70%1.86%2.99%Q4 2017Q2 202219
Nikulski Financial, Inc. 19192.76%3.40%4.38%Q4 2017Q2 202219
Mutual Advisors, LLC 19190.08%0.26%0.62%Q4 2017Q2 202219
Armor Investment Advisors, LLC 19190.13%0.21%0.28%Q4 2016Q2 202119
Financial Advocates Investment Management 19190.08%0.18%0.28%Q4 2017Q2 202219
CHILTON CAPITAL MANAGEMENT LLC 1010.03%0.08%0.16%Q4 2013Q2 202219
RETIREMENT INCOME SOLUTIONS, INC 19194.56%9.69%16.75%Q4 2017Q2 202219
Northwest Capital Management Inc 19190.21%0.38%0.46%Q4 2017Q2 202219
AdvisorNet Financial, Inc 19190.11%1.64%3.58%Q4 2017Q2 202219
Ballast, Inc. 19192.53%4.04%5.94%Q4 2017Q2 202219
Independence Bank of Kentucky 19190.02%0.30%0.63%Q4 2017Q2 202219
Bedel Financial Consulting, Inc. 19190.17%0.26%0.32%Q4 2017Q2 202219
Providence Capital Advisors, LLC 19190.05%0.12%0.49%Q4 2017Q2 202219
SVA Wealth Management, LLC 1610.03%0.05%0.10%Q1 2015Q4 202019
CENTAURUS FINANCIAL, INC. 19190.02%0.07%0.34%Q4 2017Q2 202219
Biltmore Family Office, LLC 19190.30%0.48%0.73%Q4 2017Q2 202219
Financial Partners Group, Inc 19190.14%0.50%1.65%Q4 2017Q2 202219
Kendall Capital Management 19190.19%0.86%1.33%Q4 2017Q2 202219
GIRARD PARTNERS LTD. 1810.04%0.11%0.18%Q2 2014Q3 201919
Towerpoint Wealth, LLC 19191.52%2.95%9.61%Q4 2017Q2 202219
Prime Capital Investment Advisors, LLC 19190.08%0.20%0.57%Q4 2017Q2 202219
Leonard Rickey Investment Advisors P.L.L.C. 19190.28%0.46%0.65%Q4 2017Q2 202219
New Potomac Partners, LLC 19190.16%0.31%0.51%Q4 2017Q2 202219
Ellenbecker Investment Group 19194.58%10.69%15.48%Q4 2017Q2 202219
D.B. Root & Company, LLC 19190.15%0.79%2.08%Q4 2017Q2 202219
TOTH FINANCIAL ADVISORY CORP 19190.00%0.00%0.00%Q4 2017Q2 202219
BRIDGES INVESTMENT COUNSEL INC/ 19190.11%0.69%5.06%Q2 2013Q4 201719
Carlson Capital Management 1450.03%0.08%0.14%Q3 2017Q2 202219
Almanack Investment Partners, LLC. 1010.03%0.24%1.18%Q1 2017Q2 202219
Paulson Wealth Management Inc. 19190.51%10.65%13.88%Q4 2017Q2 202219
Sanchez Wealth Management Group 191910.16%16.90%23.12%Q4 2017Q2 202219
CNB Bank 19190.01%0.11%0.19%Q4 2017Q2 202219
Horrell Capital Management, Inc. 1110.00%0.10%0.23%Q2 2013Q2 202219
Partnervest Advisory Services LLC 1360.02%1.30%2.70%Q2 2013Q4 201819
Private Capital Group, LLC 19190.32%1.28%1.95%Q4 2017Q2 202219
PIN OAK INVESTMENT ADVISORS INC 19190.10%0.20%0.73%Q4 2017Q2 202219
Valmark Advisers, Inc. 19190.02%0.03%0.04%Q4 2017Q2 202219
HARBOR ADVISORY CORP /MA/ 19190.16%0.38%0.54%Q4 2017Q2 202219
Rice Partnership, LLC 19190.12%0.61%2.12%Q4 2017Q2 202219
WEBSTER BANK, N. A. 1140.00%0.06%0.25%Q4 2013Q2 202219
Integrated Wealth Concepts LLC 19190.06%0.14%0.33%Q4 2017Q2 202219
Avondale Wealth Management 19190.18%0.41%0.68%Q4 2017Q2 202219
CALTON & ASSOCIATES, INC. 19190.36%5.32%8.20%Q4 2017Q2 202219
Winthrop Advisory Group LLC 19192.66%3.61%5.84%Q4 2017Q2 202219
Altium Wealth Management LLC 19190.09%0.16%0.46%Q4 2017Q2 202219
Fernwood Investment Management, LLC 19190.23%0.24%0.26%Q4 2017Q2 202219
Parisi Gray Wealth Management 19190.32%0.42%0.54%Q4 2017Q2 202219
Baker Ellis Asset Management LLC 1260.03%0.05%0.06%Q4 2014Q2 201918
Summit X, LLC 18180.04%0.89%2.34%Q1 2018Q2 202218
Belpointe Asset Management LLC 1320.03%0.15%0.74%Q3 2017Q2 202218
LEE DANNER & BASS INC 18180.13%0.22%0.36%Q1 2018Q2 202218
Hudson Capital Management LLC 1530.19%0.41%1.05%Q4 2017Q2 202218
NATIONAL PLANNING CORP 18180.07%0.37%0.97%Q2 2013Q3 201718
Jacobus Wealth Management, Inc. 18180.35%0.91%1.43%Q2 2013Q3 201718
TRUSTCORE FINANCIAL SERVICES, LLC 1440.08%0.16%0.31%Q4 2017Q2 202218
Lee Financial Co 18180.07%0.12%0.16%Q1 2018Q2 202218
ROCKY MOUNTAIN ADVISERS, LLC 18180.10%0.16%0.20%Q1 2018Q2 202218
Hall Kathryn A. 1440.29%2.05%4.71%Q3 2013Q2 202218
MGO ONE SEVEN LLC 1620.26%0.55%0.82%Q4 2017Q2 202218
Independence Advisors, LLC 181810.34%11.94%13.64%Q2 2016Q3 202018
Catamount Wealth Management 18180.03%0.04%0.06%Q4 2014Q1 201918
USAdvisors Wealth Management, LLC 990.04%0.31%0.76%Q4 2017Q2 202218
Bristlecone Advisors, LLC 1110.05%0.07%0.12%Q4 2015Q2 202218
Chicago Capital, LLC 18180.03%0.05%0.06%Q1 2018Q2 202218
Mount Yale Investment Advisors, LLC 18180.12%0.18%0.27%Q1 2018Q2 202218
Clark Capital Management Group, Inc. 910.00%0.01%0.02%Q3 2016Q2 202218
INVESTMENT CENTERS OF AMERICA INC 18180.26%0.84%1.26%Q2 2013Q3 201718
Capital Investment Advisory Services, LLC 18180.08%0.10%0.14%Q1 2018Q2 202218
Paradigm Financial Advisors, LLC 1530.05%0.20%0.31%Q1 2014Q4 202118
Commonwealth Equity Services, Inc 18182.63%3.21%3.66%Q2 2013Q3 201718
Granite Investment Partners, LLC 1310.00%0.06%0.35%Q4 2013Q2 202218
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1110.00%0.14%0.32%Q3 2015Q2 202218
Private Vista, LLC 1080.65%1.13%2.82%Q4 2015Q2 202018
Advisors Preferred, LLC 610.09%6.14%12.29%Q1 2014Q3 202018
Telos Capital Management, Inc. 1620.04%0.06%0.08%Q4 2017Q2 202218
Royal Fund Management, LLC 1440.06%0.16%0.46%Q4 2016Q2 202118
EVERGREEN CAPITAL MANAGEMENT LLC 18180.02%0.04%0.07%Q1 2018Q2 202218
CENTRAL BANK & TRUST CO 1710.00%0.01%0.06%Q4 2017Q2 202218
Strategic Advisors LLC 1610.04%0.18%0.48%Q1 2016Q4 202118
Willow Creek Wealth Management Inc. 18180.20%0.44%0.56%Q1 2018Q2 202218
FIRST INTERSTATE BANK 18180.01%0.26%0.66%Q3 2015Q4 201918
CITIZENS & NORTHERN CORP 18180.33%0.50%0.79%Q1 2018Q2 202218
MARINO, STRAM & ASSOCIATES LLC 18180.18%0.38%0.80%Q1 2018Q2 202218
Dynamic Advisor Solutions LLC 1440.04%0.16%0.27%Q4 2017Q2 202218
INVERNESS COUNSEL LLC /NY/ 18180.01%0.02%0.04%Q1 2018Q2 202218
S&CO INC 18180.03%0.10%0.18%Q1 2018Q2 202218
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1020.00%0.00%0.00%Q2 2013Q2 202218
RELIANCE TRUST CO OF DELAWARE 1170.96%1.34%2.02%Q2 2013Q1 201918
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1010.00%0.00%0.01%Q4 2013Q1 202018
Clear Perspective Advisors, LLC 18180.08%0.25%0.45%Q3 2017Q4 202118
Towercrest Capital Management 17170.32%0.36%0.42%Q2 2018Q2 202217
Pathway Financial Advisors LLC 1430.11%0.73%1.65%Q4 2017Q2 202217
Laurel Wealth Advisors, Inc. 17170.09%0.26%0.49%Q2 2018Q2 202217
Certified Advisory Corp 1160.40%0.56%0.74%Q4 2017Q2 202217
AMI ASSET MANAGEMENT CORP 810.01%0.23%1.88%Q4 2014Q2 202217
Taylor Hoffman Wealth Management 17170.08%0.18%0.23%Q4 2017Q4 202117
Apriem Advisors 620.00%0.35%0.49%Q4 2016Q2 202217
HM PAYSON & CO 1340.00%0.01%0.02%Q3 2016Q2 202217
Rafferty Asset Management, LLC 1410.04%0.23%0.46%Q2 2013Q2 202217
HWG Holdings LP 710.02%5.61%13.27%Q1 2017Q4 202117
Brand Asset Management Group, Inc. 17174.36%5.27%5.83%Q2 2018Q2 202217
Argent Trust Co 17170.10%0.16%0.30%Q2 2018Q2 202217
PRINCIPAL FINANCIAL GROUP INC 1310.00%0.01%0.04%Q4 2015Q2 202217
Resource Management, LLC 17170.04%0.08%0.10%Q4 2017Q4 202117
FRED ALGER MANAGEMENT, LLC 510.00%0.01%0.04%Q4 2013Q2 202217
Sharkey, Howes & Javer 1610.64%0.95%1.14%Q1 2015Q2 202217
WFG Advisors, LP 17170.10%0.17%0.28%Q2 2013Q2 201717
Texan Capital Management 1340.16%0.69%1.98%Q2 2013Q4 201717
Verdence Capital Advisors LLC 1410.05%0.26%0.47%Q4 2017Q2 202217
GERMAN AMERICAN BANCORP, INC. 17170.05%0.08%0.10%Q2 2018Q2 202217
Stuart Chaussee & Associates, Inc. 17170.10%0.23%0.47%Q2 2018Q2 202217
Chesapeake Wealth Management 17170.08%0.11%0.14%Q1 2018Q1 202217
Matthew Goff Investment Advisor, LLC 1610.09%0.13%0.15%Q1 2018Q2 202217
1st Global Advisors, Inc. 17170.96%1.49%2.14%Q2 2013Q2 201717
Titus Wealth Management 17172.61%3.15%3.61%Q4 2017Q4 202117
RONALD BLUE & CO LLC 17170.04%0.07%0.10%Q2 2013Q2 201717
BBR PARTNERS, LLC 1210.04%0.19%0.39%Q1 2015Q2 202217
Lipe & Dalton 17170.14%0.32%0.96%Q2 2013Q2 201717
Oxbow Advisors, LLC 910.02%0.03%0.04%Q2 2017Q2 202217
PFG Advisors 17170.08%0.24%0.38%Q4 2017Q4 202117
Winfield Associates, Inc. 17170.00%0.10%0.29%Q4 2013Q4 201717
MONROE BANK & TRUST/MI 630.00%0.02%0.06%Q2 2013Q2 201817
Ridgewood Investments LLC 17170.33%0.37%0.46%Q4 2016Q4 202017
Lowe Wealth Advisors, LLC 1510.00%0.01%0.16%Q3 2015Q2 202216
BOURGEON CAPITAL MANAGEMENT LLC 1410.07%0.10%0.13%Q3 2017Q2 202216
MADISON INVESTMENT HOLDINGS INC 16160.01%0.01%0.02%Q4 2015Q3 201916
VESTOR CAPITAL, LLC 1240.01%0.05%0.07%Q2 2017Q2 202216
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1420.01%0.01%0.02%Q2 2018Q2 202216
SALEM INVESTMENT COUNSELORS INC 1330.01%0.05%0.09%Q3 2016Q2 202216
LCNB CORP 16160.14%0.20%0.51%Q3 2018Q2 202216
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16160.04%0.09%0.13%Q3 2018Q2 202216
Smith, Salley & Associates 16160.05%0.12%0.18%Q3 2018Q2 202216
BARINGS LLC 1210.07%2.44%5.20%Q4 2013Q3 202016
Harborview Advisors, LLC 16160.38%0.57%0.81%Q4 2017Q3 202116
MCKINLEY CAPITAL MANAGEMENT LLC /DELAWARE 710.00%0.00%0.01%Q2 2014Q2 202216
Barnett & Company, Inc. 930.02%0.16%0.75%Q2 2017Q2 202216
INGALLS & SNYDER LLC 710.01%0.01%0.02%Q1 2017Q4 202116
Alexandria Capital, LLC 1210.00%0.07%0.10%Q2 2013Q3 202116
Mascoma Wealth Management LLC 1110.01%0.01%0.02%Q4 2016Q2 202216
Pinnacle Bancorp, Inc. 1510.10%0.24%0.45%Q1 2017Q2 202216
Sterling Capital Management LLC 16160.01%0.05%0.53%Q4 2015Q3 201916
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 16160.20%0.40%0.81%Q3 2018Q2 202216
RED CEDAR INVESTMENT MANAGEMENT, LLC 16163.41%10.35%18.34%Q3 2018Q2 202216
Berman Capital Advisors, LLC 16163.84%5.93%9.61%Q4 2017Q3 202116
Nationwide Fund Advisors 730.00%0.03%0.07%Q2 2013Q3 201716
FFT WEALTH MANAGEMENT LLC 930.03%0.07%0.12%Q1 2018Q2 202216
Buffington Mohr McNeal 16160.19%0.23%0.30%Q3 2018Q2 202216
TIAA CREF TRUST CO FSB/MO 16163.81%4.04%4.58%Q2 2013Q1 201716
Frontier Wealth Management LLC 16160.00%0.05%0.13%Q2 2018Q1 202216
Perigon Wealth Management, LLC 15150.06%0.23%0.37%Q4 2018Q2 202215
CX Institutional 15150.01%0.38%1.18%Q4 2018Q2 202215
SENTINEL ASSET MANAGEMENT, INC. 15150.30%6.75%32.12%Q4 2014Q2 201815
FinTrust Capital Advisors, LLC 15150.01%0.07%0.14%Q4 2018Q2 202215
Advisor Group, Inc. 15150.30%0.32%0.34%Q2 2016Q4 201915
KANALY TRUST CO 15159.15%10.09%12.25%Q2 2013Q4 201615
Wilshire Advisors LLC 15151.71%2.53%3.94%Q1 2017Q3 202015
Avidian Wealth Solutions, LLC 15151.91%2.84%4.05%Q4 2018Q2 202215
Vivaldi Capital Management LP 15150.21%0.31%0.44%Q4 2018Q2 202215
FLC Capital Advisors 15152.36%4.37%7.40%Q4 2018Q2 202215
DENVER INVESTMENT ADVISORS LLC 1410.00%0.20%0.35%Q4 2013Q1 201815
Capital Bank & Trust Co 15150.00%0.01%0.02%Q4 2017Q2 202115
BAINCO INTERNATIONAL INVESTORS 1110.03%0.06%0.15%Q2 2014Q3 201915
WEALTHCARE CAPITAL MANAGEMENT LLC 1010.00%0.03%0.06%Q2 2013Q1 202115
MAIRS & POWER INC 15150.01%0.01%0.01%Q4 2015Q2 201915
TORRAY LLC 15150.04%0.09%0.28%Q4 2018Q2 202215
Larson Financial Group LLC 15150.06%0.12%0.66%Q4 2018Q2 202215
MainStreet Investment Advisors LLC 730.02%0.03%0.05%Q4 2017Q2 202215
BlackRock Institutional Trust Company, N.A. 15150.00%0.01%0.03%Q2 2013Q4 201615
Fort Point Capital Partners LLC 820.04%0.09%0.22%Q4 2013Q1 202215
StoneX Group Inc. 960.08%0.29%0.82%Q2 2017Q4 202115
INTEGRATED CAPITAL MANAGEMENT, INC. 15152.05%3.03%3.72%Q4 2018Q2 202215
Pettinga Financial Advisors, LLC 15150.83%2.68%4.71%Q4 2018Q2 202215
MSI Financial Services Inc 15150.14%0.61%1.12%Q2 2013Q4 201615
LEAVELL INVESTMENT MANAGEMENT, INC. 1410.00%0.04%0.06%Q2 2010Q2 202215
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1410.01%0.01%0.02%Q3 2018Q2 202215
Pensionmark Financial Group, LLC 15150.10%0.29%0.56%Q4 2018Q2 202215
CRA Financial Services, LLC 15150.35%0.43%0.65%Q4 2018Q2 202215
MONECO Advisors, LLC 15150.66%1.06%1.43%Q4 2018Q2 202215
Salomon & Ludwin, LLC 15150.05%0.06%0.08%Q4 2018Q2 202215
Private Portfolio Partners LLC 15150.68%0.86%0.96%Q4 2018Q2 202215
Gladstone Institutional Advisory LLC 15150.27%0.57%0.88%Q4 2018Q2 202215
Financial Advisors, LLC 15151.11%1.28%1.48%Q4 2018Q2 202215
Ellis Investment Partners, LLC 15150.87%1.04%1.29%Q4 2018Q2 202215
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 15150.47%0.78%1.55%Q4 2018Q2 202215
Lindbrook Capital, LLC 15150.06%0.96%4.70%Q4 2018Q2 202215
Jackson Hole Capital Partners, LLC 15150.05%0.41%0.79%Q4 2018Q2 202215
Hillcrest Wealth Advisors - NY, LLC 15151.72%2.59%2.87%Q4 2018Q2 202215
Magnus Financial Group LLC 15150.07%0.20%0.50%Q4 2018Q2 202215
Cedar Brook Financial Partners, LLC 15150.09%0.18%0.30%Q4 2018Q2 202215
Edge Capital Group, LLC 15150.01%0.72%2.04%Q4 2018Q2 202215
Robertson Stephens Wealth Management, LLC 15150.55%1.15%2.36%Q4 2018Q2 202215
WealthBridge Capital Management, LLC 15150.50%0.66%0.78%Q4 2018Q2 202215
Claro Advisors LLC 15150.15%0.26%0.37%Q4 2018Q2 202215
Total Wealth Planning, LLC 15150.24%0.38%0.44%Q4 2018Q2 202215
Formidable Asset Management, LLC 930.08%0.10%0.25%Q1 2017Q2 202215
Ellevest, Inc. 15150.04%0.09%0.14%Q4 2018Q2 202215
Aspire Private Capital, LLC 15150.07%0.08%0.10%Q4 2018Q2 202215
Traverso Chambers Private Wealth Management, LLC 15150.54%0.67%0.75%Q4 2018Q2 202215
MA Private Wealth 15150.22%0.36%0.72%Q4 2018Q2 202215
First PREMIER Bank 15150.01%0.05%0.11%Q4 2018Q2 202215
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 15151.74%5.65%9.96%Q4 2018Q2 202215
Financial Insights, Inc. 15150.99%1.22%1.54%Q4 2018Q2 202215
ERTS Wealth Advisors, LLC 15150.30%0.53%0.99%Q4 2018Q2 202215
BlackRock Investment Management, LLC 15150.07%0.25%0.31%Q2 2013Q4 201615
Kore Private Wealth LLC 15150.04%0.06%0.16%Q4 2018Q2 202215
AVANTAX ADVISORY SERVICES, INC. 15150.03%0.13%0.26%Q4 2018Q2 202215
Covenant Partners, LLC 15155.16%6.30%14.54%Q4 2018Q2 202215
RESTON WEALTH MANAGEMENT LLC 15150.20%0.29%0.56%Q4 2018Q2 202215
Guidance Point Advisors, LLC 15150.46%0.54%0.63%Q4 2018Q2 202215
MBM Wealth Consultants, LLC 15150.01%0.01%0.01%Q4 2018Q2 202215
GYL FINANCIAL SYNERGIES, LLC 15150.17%0.26%0.48%Q4 2018Q2 202215
BT Wealth Management LLC 15154.03%6.31%9.68%Q4 2018Q2 202215
AdvicePeriod, LLC 15150.41%0.51%0.63%Q4 2017Q2 202115
Hardy Reed LLC 15152.53%3.28%4.14%Q4 2018Q2 202215
Meridian Wealth Advisors, LLC 15150.27%0.52%0.74%Q4 2018Q2 202215
Cresset Asset Management, LLC 15154.57%6.64%10.07%Q4 2018Q2 202215
LIBERTY WEALTH MANAGEMENT LLC 15150.02%0.13%0.21%Q4 2018Q2 202215
PRW Wealth Management LLC 15150.42%1.11%2.11%Q4 2018Q2 202215
CCG WEALTH MANAGEMENT, LLC 15150.68%0.95%1.48%Q4 2018Q2 202215
Prestige Wealth Management Group LLC 15150.13%0.32%0.66%Q4 2018Q2 202215
Alera Investment Advisors, LLC 15156.90%11.08%14.91%Q4 2018Q2 202215
KMG FIDUCIARY PARTNERS, LLC 15151.00%1.90%4.29%Q4 2018Q2 202215
Private Wealth Advisors, LLC 15150.15%0.24%0.35%Q4 2018Q2 202215
Portfolio Strategies, Inc. 1230.04%0.63%1.01%Q4 2017Q1 202215
JSF Financial, LLC 15151.51%6.35%15.13%Q4 2018Q2 202215
Archer Investment Corp 15150.37%0.59%0.80%Q4 2018Q2 202215
IRON Financial, LLC 1410.11%0.34%2.82%Q1 2015Q2 202215
LAKE STREET ADVISORS GROUP, LLC 15150.08%0.12%0.15%Q4 2017Q2 202115
Essex Savings Bank 15150.13%0.26%0.35%Q4 2018Q2 202215
Cooper Financial Group 15150.67%0.97%1.38%Q4 2018Q2 202215
REGENTATLANTIC CAPITAL LLC 1310.01%0.02%0.03%Q4 2014Q2 202215
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15150.01%0.33%0.92%Q4 2018Q2 202215
HAYS ADVISORY LLC 1410.26%1.01%3.60%Q4 2014Q3 201815
MARSHALL FINANCIAL GROUP INC /ADV 15151.53%2.37%3.12%Q4 2018Q2 202215
Brio Consultants, LLC 15150.33%5.29%8.18%Q4 2018Q2 202215
Legacy Private Trust Co. 15150.02%0.04%0.08%Q4 2018Q2 202215
Beirne Wealth Consulting Services, LLC 15150.21%1.16%1.89%Q4 2018Q2 202215
Murphy Pohlad Asset Management LLC 15150.55%0.59%0.64%Q2 2013Q4 201615
Alpha Omega Wealth Management LLC 15150.03%0.07%0.11%Q4 2015Q2 201915
Eukles Asset Management 15153.64%3.93%4.26%Q4 2018Q2 202215
Strategic Wealth Partners, Ltd. 1410.01%2.07%7.28%Q1 2018Q2 202215
HANCOCK WHITNEY CORP 15150.03%0.05%0.12%Q4 2018Q2 202215
Pinnacle Wealth Management Advisory Group, LLC 960.06%0.16%0.23%Q2 2017Q2 202215
Beacon Pointe Advisors, LLC 15150.67%1.68%3.61%Q4 2018Q2 202215
CreativeOne Wealth, LLC 15150.05%0.11%0.16%Q4 2018Q2 202215
Rockefeller Capital Management L.P. 15150.04%0.31%0.68%Q4 2018Q2 202215
Epstein & White Financial LLC 15150.29%0.81%4.43%Q4 2017Q2 202115
MONTAG A & ASSOCIATES INC 15150.43%0.60%0.78%Q4 2018Q2 202215
Insight Wealth Strategies, LLC 14140.04%0.06%0.08%Q1 2019Q2 202214
Sands Capital Management 310.00%0.01%0.05%Q4 2013Q2 202214
EVERMAY WEALTH MANAGEMENT LLC 14140.08%0.11%0.32%Q1 2019Q2 202214
BRAVE ASSET MANAGEMENT INC 1210.03%0.04%0.04%Q4 2013Q4 201714
OXFORD FINANCIAL GROUP LTD 14140.10%0.31%0.42%Q1 2019Q2 202214
Beech Hill Advisors, Inc. 1040.12%0.13%0.26%Q1 2017Q2 202214
Evensky & Katz LLC 14140.09%0.14%0.19%Q1 2019Q2 202214
BANK OF STOCKTON 14140.12%0.15%0.23%Q1 2019Q2 202214
FIDUCIARY TRUST INTERNATIONAL LLC 14140.07%0.21%0.38%Q4 2013Q1 201714
Pinnacle Advisory Group, Inc. 710.01%0.05%0.11%Q3 2016Q1 202114
Hanlon Investment Management, Inc. 1040.02%0.13%0.48%Q4 2014Q4 201914
Gerstein Fisher 14140.04%0.18%0.46%Q2 2013Q3 201614
United Asset Strategies, Inc. 14140.04%0.15%0.27%Q3 2017Q4 202014
Janney Capital Management LLC 610.01%0.02%0.06%Q2 2013Q1 202214
LVW Advisors, LLC 14140.05%0.08%0.12%Q1 2019Q2 202214
LBA Wealth Management, LLC 14140.69%1.06%1.37%Q4 2013Q1 201714
Wealthstar Advisors, LLC 950.14%0.34%0.44%Q1 2018Q2 202214
Compagnie Lombard Odier SCmA 1220.00%0.03%0.17%Q4 2013Q2 201714
Proficio Capital Partners LLC 14140.04%0.05%0.08%Q1 2016Q2 201914
Aptus Capital Advisors, LLC 14140.00%0.02%0.08%Q1 2019Q2 202214
Venturi Wealth Management, LLC 950.03%0.06%0.10%Q3 2017Q2 202214
Zions Bancorporation, N.A. 14140.41%0.96%1.92%Q1 2019Q2 202214
TRUE Private Wealth Advisors 510.01%0.04%0.07%Q4 2017Q1 202214
McAdam, LLC 630.03%0.07%0.33%Q1 2018Q2 202214
Summit Trail Advisors, LLC 1010.03%0.24%0.42%Q4 2017Q2 202214
Midwest Professional Planners, LTD. 710.24%1.50%2.41%Q4 2017Q4 202114
Versant Capital Management, Inc 1310.01%0.03%0.03%Q2 2016Q2 202214
Peachtree Investment Partners, LLC 14140.21%0.41%0.66%Q1 2019Q2 202214
Bell Rock Capital LLC 1310.00%0.03%0.34%Q4 2016Q2 202214
Global Strategic Investment Solutions, LLC 1310.09%0.71%1.42%Q4 2018Q2 202214
SlateStone Wealth, LLC 14141.08%1.57%2.82%Q1 2019Q2 202214
Opes Wealth Management LLC 14141.60%2.84%3.66%Q1 2019Q2 202214
Western Wealth Management, LLC 1130.14%0.28%0.38%Q4 2018Q2 202214
GREAT VALLEY ADVISOR GROUP, INC. 14140.29%0.98%1.24%Q1 2019Q2 202214
Enterprise Bank & Trust Co 14140.26%0.41%0.49%Q1 2019Q2 202214
SAGE RHINO CAPITAL LLC 14140.16%0.19%0.22%Q1 2019Q2 202214
Bremer Bank National Association 14140.09%0.28%0.43%Q1 2019Q2 202214
NICOLET ADVISORY SERVICES, LLC 14140.06%0.17%0.44%Q1 2019Q2 202214
Coastal Investment Advisors, Inc. 14140.01%0.08%0.25%Q1 2019Q2 202214
PRIVATE CAPITAL MANAGEMENT LLC 14140.30%0.35%0.44%Q1 2019Q2 202214
Weaver Consulting Group 14140.09%0.30%0.41%Q1 2019Q2 202214
TSFG, LLC 14144.48%6.19%8.21%Q1 2019Q2 202214
ARS Investment Partners, LLC 830.03%0.03%0.04%Q1 2018Q2 202214
COMERICA SECURITIES,INC. 14140.36%0.53%0.68%Q1 2019Q2 202214
MERCER GLOBAL ADVISORS INC /ADV 14140.45%1.18%2.72%Q1 2019Q2 202214
STATE STREET CORP 1130.00%0.00%0.00%Q1 2016Q2 202214
PHH Investments, Ltd. 13136.66%12.07%26.19%Q4 2016Q4 201913
Investors Capital Advisory Services 13130.04%0.09%0.18%Q2 2013Q2 201613
MACKAY SHIELDS LLC 13130.10%0.14%0.17%Q1 2018Q1 202113
Kovack Advisors, Inc. 1010.03%0.09%0.40%Q2 2014Q2 202213
Squarepoint Ops LLC 610.01%0.24%1.35%Q1 2016Q1 202213
ACIMA PRIVATE WEALTH, LLC 13130.32%0.59%0.85%Q4 2018Q4 202113
Sabal Trust CO 13130.03%0.06%0.08%Q2 2019Q2 202213
Clear Creek Financial Management, LLC 13130.15%0.45%1.69%Q2 2019Q2 202213
Capital Investment Counsel, Inc 1120.03%0.05%0.07%Q1 2019Q2 202213
Legacy Wealth Management, Inc 910.03%0.04%0.05%Q4 2016Q2 202213
OUTFITTER ADVISORS, LTD. 1120.08%0.09%0.14%Q1 2015Q2 201813
LBMC INVESTMENT ADVISORS, LLC 940.03%0.04%0.05%Q1 2019Q2 202213
RESOURCES MANAGEMENT CORP /CT/ /ADV 1210.00%0.01%0.01%Q4 2018Q2 202213
SVB WEALTH LLC 13130.16%4.32%7.53%Q2 2019Q2 202213
ARGI Investment Services, LLC 13130.04%0.04%0.05%Q2 2019Q2 202213
SUMMIT FINANCIAL GROUP, INC. 13130.40%0.58%0.88%Q2 2019Q2 202213
Hills Bank & Trust Co 940.05%0.05%0.06%Q1 2019Q2 202213
TimeScale Financial, Inc. 13130.01%0.01%0.02%Q2 2019Q2 202213
Arden Trust Co 13130.16%0.47%0.92%Q2 2019Q2 202213
Bison Wealth, LLC 1120.05%0.41%0.76%Q1 2015Q2 202213
Zions Bancorporation 13131.03%4.25%5.67%Q1 2015Q1 201813
Family Firm, Inc. 910.08%0.11%0.23%Q3 2016Q2 202213
FIFTH THIRD SECURITIES, INC. 810.95%2.03%2.85%Q1 2016Q2 202213
Jordan Park Group LLC 630.05%0.18%0.56%Q2 2018Q2 202213
Lehman & Derafelo Financial Resources LLC 1210.01%0.01%0.03%Q4 2018Q2 202213
Timber Hill LLC 510.00%0.42%1.53%Q2 2014Q1 202013
Full Sail Capital, LLC 1210.06%0.08%0.17%Q4 2018Q2 202213
Jefferies Group LLC 610.00%0.03%0.17%Q2 2016Q2 202213
Independence Wealth Advisors, Inc. 13135.47%8.66%17.13%Q4 2017Q4 202013
55I, LLC 13130.04%0.29%1.04%Q2 2019Q2 202213
QUEST CAPITAL MANAGEMENT INC /ADV 13130.58%1.14%1.50%Q4 2018Q4 202113
TRAIN BABCOCK ADVISORS LLC 710.06%0.09%0.11%Q2 2014Q4 201713
ATLANTA CAPITAL MANAGEMENT CO L L C 710.00%0.01%0.02%Q4 2014Q2 202213
TOWNSQUARE CAPITAL LLC 13130.03%0.23%0.68%Q2 2019Q2 202213
Steinberg Global Asset Management 13130.05%0.07%0.10%Q1 2016Q1 201913
Tranquility Partners, LLC 13130.62%0.73%0.84%Q2 2019Q2 202213
Twin Tree Management, LP 550.01%0.17%0.43%Q4 2019Q2 202213
Vectors Research Management, LLC 760.00%0.00%0.01%Q3 2018Q4 202113
BlueSky Wealth Advisors, LLC 13130.09%0.12%0.15%Q2 2019Q2 202213
Vestmark Advisory Solutions, Inc. 1030.03%0.04%0.07%Q1 2019Q2 202213
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1030.00%0.00%0.00%Q3 2016Q4 201913
GFS Advisors, LLC 13130.05%0.13%0.34%Q2 2013Q2 201613
Parasol Investment Management, LLC 13131.92%5.56%7.57%Q4 2013Q4 201613
OLD DOMINION CAPITAL MANAGEMENT INC 13130.10%0.12%0.13%Q3 2018Q3 202113
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 760.01%0.01%0.03%Q2 2013Q4 201813
MIRSKY FINANCIAL MANAGEMENT CORP. 13130.22%0.25%0.29%Q4 2018Q4 202113
Weyland Capital Management, LLC 131356.18%61.86%73.28%Q2 2013Q2 201613
Avestar Capital, LLC 1120.08%0.44%0.92%Q4 2017Q4 202113
Baltimore-Washington Financial Advisors, Inc. 850.00%0.02%0.04%Q3 2014Q2 202213
VSR Financial Services, Inc. 13130.18%0.33%0.52%Q2 2013Q2 201613
Virtu KCG Holdings LLC 1120.01%0.02%0.05%Q1 2014Q2 201713
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1110.02%0.04%0.06%Q4 2016Q2 202213
Paragon Wealth Strategies, LLC 850.55%5.37%9.19%Q4 2018Q1 202213
FIRSTMERIT BANK N A TRUSTEE 13131.41%1.84%2.07%Q2 2013Q2 201613
OmniStar Financial Group, Inc. 13130.18%0.34%0.49%Q4 2017Q4 202013
Abbot Financial Management, Inc. 13130.12%0.17%0.31%Q2 2019Q2 202213
JACOBS LEVY EQUITY MANAGEMENT, INC 1210.02%0.04%0.06%Q2 2018Q1 202213
Allred Capital Management, LLC 13130.37%0.54%0.77%Q4 2018Q4 202113
Lenox Wealth Management, Inc. 13130.01%0.02%0.03%Q2 2017Q2 202013
St. Johns Investment Management Company, LLC 13130.00%0.08%0.13%Q1 2014Q1 201713
CYPRESS CAPITAL MANAGEMENT LLC 910.03%0.04%0.05%Q3 2018Q2 202213
BARING ASSET MANAGEMENT Ltd 13131.07%3.88%5.89%Q3 2014Q3 201713
HCR Wealth Advisors 1210.07%0.09%0.20%Q4 2018Q2 202213
Sound View Wealth Advisors Group, LLC 13130.77%1.02%1.18%Q2 2019Q2 202213
Sepio Capital, LP 1210.04%0.21%0.46%Q1 2019Q2 202213
TrinityPoint Wealth, LLC 910.07%0.09%0.27%Q4 2018Q2 202212
Stonehearth Capital Management, LLC 750.21%0.56%4.07%Q4 2014Q2 202212
Hoxton Financial, Inc. 12120.04%0.07%0.13%Q2 2013Q1 201612
Eldridge Investment Advisors, Inc. 12120.15%0.24%0.34%Q3 2019Q2 202212
EMERSON INVESTMENT MANAGEMENT, LLC 12121.46%1.71%1.93%Q2 2013Q1 201612
Regis Management CO LLC 910.03%0.08%0.12%Q3 2016Q2 202212
Tolleson Wealth Management, Inc. 12121.34%2.08%2.78%Q3 2019Q2 202212
Allianz Asset Management GmbH 410.00%0.01%0.05%Q3 2017Q4 202112
Wealthquest Corp 910.04%0.06%0.11%Q4 2018Q2 202212
CONNABLE OFFICE INC 530.04%0.11%0.40%Q2 2013Q4 202112
HEADINVEST, LLC 12120.05%0.07%0.08%Q3 2019Q2 202212
LMCG INVESTMENTS, LLC 1020.01%0.07%0.19%Q2 2013Q2 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.13%0.19%0.27%Q4 2018Q3 202112
Van Hulzen Asset Management, LLC 12120.06%0.14%0.22%Q1 2018Q4 202012
IFG Advisory, LLC 12120.33%0.41%0.52%Q3 2019Q2 202212
Joseph P. Lucia & Associates, LLC 620.02%0.04%0.05%Q1 2019Q2 202212
WOODMONT INVESTMENT COUNSEL LLC 12120.09%0.13%0.16%Q3 2019Q2 202212
Westside Investment Management, Inc. 610.00%0.03%0.06%Q1 2017Q4 202012
TEXAS CAPITAL BANCSHARES INC/TX 930.20%0.30%0.41%Q2 2019Q2 202212
ADELL HARRIMAN & CARPENTER INC 810.03%0.04%0.07%Q1 2016Q2 202212
Golden State Wealth Management, LLC 930.06%0.07%0.09%Q1 2019Q1 202212
Mariner Wealth Advisors-Cincinnati, LLC 12120.32%0.77%1.45%Q4 2015Q3 201812
LVM CAPITAL MANAGEMENT LTD/MI 12120.05%0.06%0.06%Q3 2019Q2 202212
KCS Wealth Advisory 12120.11%0.17%0.22%Q2 2019Q1 202212
NOMURA ASSET MANAGEMENT CO LTD 930.00%0.02%0.04%Q2 2019Q2 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.02%0.08%0.30%Q2 2013Q1 201612
Barber Financial Group, Inc. 750.04%0.54%2.76%Q4 2016Q2 202212
BOSTON FAMILY OFFICE LLC 930.02%0.02%0.03%Q2 2019Q2 202212
JAG CAPITAL MANAGEMENT, LLC 510.04%0.21%0.88%Q3 2013Q2 202212
OLD MISSION CAPITAL LLC 310.01%0.31%1.22%Q2 2016Q2 202112
Tower View Investment Management & Research LLC 660.01%0.04%0.08%Q3 2018Q2 202212
HENGEHOLD CAPITAL MANAGEMENT LLC 840.05%0.09%0.19%Q2 2013Q4 202112
Kingfisher Capital LLC 910.06%0.12%0.32%Q3 2018Q2 202212
RPg Family Wealth Advisory, LLC 710.08%0.44%1.14%Q1 2016Q2 202012
TRUST DEPARTMENT MB FINANCIAL BANK N A 12120.01%0.03%0.21%Q2 2013Q1 201612
KING LUTHER CAPITAL MANAGEMENT CORP 12120.00%0.00%0.00%Q3 2019Q2 202212
PERSONAL CFO SOLUTIONS, LLC 12120.00%0.17%0.30%Q3 2019Q2 202212
Consolidated Planning Corp 11110.96%2.93%3.51%Q4 2019Q2 202211
VAN STRUM & TOWNE INC. 920.14%0.17%0.20%Q2 2018Q1 202111
DT Investment Partners, LLC 11110.14%0.27%0.33%Q4 2019Q2 202211
YOUNGS ADVISORY GROUP, INC. 510.13%0.19%0.45%Q1 2017Q2 202211
MITCHELL CAPITAL MANAGEMENT CO 11110.13%0.71%1.45%Q4 2019Q2 202211
Procyon Advisors, LLC 11110.92%1.43%1.97%Q4 2019Q2 202211
FSA Wealth Management LLC 111115.81%19.60%22.16%Q4 2019Q2 202211
IEQ CAPITAL, LLC 11110.83%1.20%1.83%Q4 2019Q2 202211
CAPITAL INSIGHT PARTNERS, LLC 11110.16%0.24%0.35%Q4 2019Q2 202211
Demars Financial Group, LLC 11114.08%7.20%8.48%Q4 2019Q2 202211
Curtis Advisory Group, LLC 11111.15%2.55%7.86%Q4 2019Q2 202211
JANUS HENDERSON GROUP PLC 710.00%0.00%0.00%Q2 2018Q2 202211
Sugarloaf Wealth Management, LLC 11110.08%0.11%0.13%Q4 2019Q2 202211
Kovitz Investment Group Partners, LLC 610.01%0.02%0.02%Q3 2016Q3 202111
Keebeck Wealth Management, LLC 11110.09%1.11%1.54%Q4 2019Q2 202211
PAX Financial Group, LLC 11110.34%0.65%1.17%Q4 2019Q2 202211
MAGNOLIA CAPITAL ADVISORS LLC 11110.19%0.46%0.83%Q4 2019Q2 202211
Center for Financial Planning, Inc. 11110.01%0.04%0.05%Q4 2019Q2 202211
Cedar Wealth Management, LLC 11110.07%0.14%0.16%Q4 2019Q2 202211
PACIFIC CAPITAL WEALTH ADVISORS, INC 11110.62%1.20%1.48%Q4 2019Q2 202211
CONDOR CAPITAL MANAGEMENT 11110.03%0.96%1.50%Q4 2019Q2 202211
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 810.01%0.02%0.07%Q4 2015Q4 202011
CAROLINAS WEALTH CONSULTING LLC 11113.94%6.43%11.41%Q4 2019Q2 202211
BALLAST ADVISORS LLC 11110.32%0.35%0.41%Q4 2019Q2 202211
Regent Peak Wealth Advisors LLC 11112.52%3.60%4.68%Q4 2019Q2 202211
Petix & Botte Co 11110.61%0.84%1.02%Q4 2019Q2 202211
Resonant Capital Advisors, LLC 11110.13%0.24%0.32%Q4 2019Q2 202211
EPG Wealth Management LLC 11112.18%3.05%4.28%Q4 2019Q2 202211
NWK Group, Inc. 11110.17%0.35%0.54%Q4 2019Q2 202211
Visionary Wealth Advisors 11110.09%0.85%1.31%Q4 2019Q2 202211
Element Wealth, LLC 11110.02%1.46%3.76%Q4 2019Q2 202211
Texas Capital Bank Wealth Management Services Inc 11110.15%0.43%0.72%Q4 2019Q2 202211
Orion Portfolio Solutions, LLC 11110.24%0.29%0.37%Q4 2019Q2 202211
Stonebridge Financial Planning Group, LLC 11111.32%1.50%1.66%Q4 2019Q2 202211
Kelman-Lazarov, Inc. 11110.11%0.14%0.18%Q1 2016Q3 201811
TBH Global Asset Management, LLC 11110.15%0.20%0.26%Q4 2019Q2 202211
Legacy Wealth Planning, LLC 11112.95%3.21%3.59%Q4 2019Q2 202211
HighMark Wealth Management LLC 11110.01%0.01%0.03%Q4 2019Q2 202211
Savior LLC 11110.00%0.01%0.01%Q4 2019Q2 202211
360 Financial, Inc. 11110.19%0.20%0.24%Q4 2019Q2 202211
Squar Milner Financial Services LLC 11110.32%0.76%1.48%Q4 2017Q2 202011
Blue Chip Wealth Management, Inc. 11111.30%1.47%1.62%Q1 2018Q3 202011
Virtu Financial LLC 310.03%0.59%5.39%Q2 2013Q4 201911
CURIAN CAPITAL LLC 11112.28%4.31%8.31%Q2 2013Q4 201511
Hubbell Strickland Wealth Management, LLC 11110.17%0.36%0.41%Q4 2019Q2 202211
Belmont Capital, LLC 11110.02%0.05%0.08%Q4 2019Q2 202211
EVOKE WEALTH, LLC 1010.00%0.05%0.09%Q3 2019Q2 202211
Platte River Wealth Advisors, LLC 910.00%3.58%4.42%Q4 2019Q2 202211
Cardinal Strategic Wealth Guidance 11110.22%0.55%1.60%Q4 2019Q2 202211
Royal Harbor Partners, LLC 11110.14%0.19%0.27%Q4 2019Q2 202211
Relyea Zuckerberg Hanson LLC 11111.71%2.34%4.88%Q4 2019Q2 202211
Key FInancial Inc 11110.83%1.09%1.47%Q4 2019Q2 202211
Cedar Mountain Advisors, LLC 111117.63%20.77%23.62%Q4 2019Q2 202211
LWS Wealth Advisors, Inc. 11110.33%0.39%0.43%Q4 2019Q2 202211
ZWJ INVESTMENT COUNSEL INC 710.01%0.04%0.10%Q1 2017Q2 202211
Perennial Investment Advisors, LLC 11111.08%1.22%1.55%Q4 2019Q2 202211
Next Capital Management LLC 920.23%0.34%0.45%Q1 2019Q2 202211
Nachman Norwood & Parrott, Inc 11110.33%0.38%0.42%Q4 2018Q2 202111
Renaissance Investment Group LLC 11110.14%0.19%0.22%Q2 2013Q4 201511
CFM WEALTH PARTNERS LLC 11110.83%0.91%1.10%Q4 2019Q2 202211
S.A. Mason LLC 11110.52%0.84%1.01%Q4 2019Q2 202211
Arkadios Wealth Advisors 11110.24%0.57%0.75%Q4 2019Q2 202211
Camden Capital, LLC 11112.13%2.65%3.90%Q4 2019Q2 202211
Salient Capital Advisors, LLC 11110.00%0.01%0.01%Q4 2014Q2 201711
ORRSTOWN FINANCIAL SERVICES INC 11110.03%0.09%0.21%Q3 2013Q1 201611
ASSET MANAGEMENT CORP /IL/ /ADV 11110.39%0.49%0.58%Q4 2019Q2 202211
Financial Engines Advisors L.L.C. 1010.00%0.01%0.03%Q2 2018Q2 202211
Sunburst Financial Group, LLC 11115.58%10.25%13.54%Q4 2019Q2 202211
Vista Wealth Management Group, LLC 11110.09%0.36%0.71%Q4 2019Q2 202211
ATTICUS WEALTH MANAGEMENT, LLC 11110.02%0.14%0.66%Q4 2019Q2 202211
Beacon Financial Advisory LLC 11110.20%0.37%0.76%Q4 2019Q2 202211
Laurel Wealth Advisors LLC 920.03%0.07%0.24%Q4 2018Q2 202211
Meristem Family Wealth, LLC 11110.22%0.25%0.30%Q3 2019Q1 202211
XML Financial, LLC 11111.28%1.88%2.26%Q4 2019Q2 202211
Graves Light Lenhart Wealth, Inc. 920.04%0.05%0.05%Q3 2019Q2 202211
Compton Wealth Advisory Group, LLC 11110.22%0.35%0.50%Q4 2019Q2 202211
VAUGHAN & Co SECURITIES, INC. 111110.89%12.56%14.40%Q4 2019Q2 202211
Equitable Holdings, Inc. 11112.15%4.11%5.65%Q4 2019Q2 202211
STEPH & CO 11110.25%0.33%0.42%Q4 2019Q2 202211
CHEMUNG CANAL TRUST CO 920.05%0.15%0.37%Q2 2018Q1 202211
Tactical Allocation Group LLC 830.09%11.50%18.99%Q2 2013Q2 201611
FIRST HAWAIIAN BANK 410.01%0.07%0.68%Q2 2013Q2 202211
Legal & General Group Plc 11110.00%0.00%0.00%Q4 2019Q2 202211
Farmers National Bank 920.04%0.10%0.12%Q2 2016Q2 201911
Csenge Advisory Group 910.04%0.07%0.20%Q3 2017Q2 202211
Apexium Financial, LP 11110.27%0.34%0.38%Q4 2019Q2 202211
RFG Advisory, LLC 710.04%0.19%0.39%Q3 2018Q2 202211
Lourd Capital, LLC 610.02%0.04%0.08%Q1 2015Q2 201911
HOWARD WEALTH MANAGEMENT, LLC 11110.27%0.30%0.41%Q4 2019Q2 202211
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 11110.58%1.23%1.54%Q4 2019Q2 202211
Sound Income Strategies, LLC 1010.00%0.01%0.06%Q4 2017Q3 202011
Hoover Financial Advisors, Inc. 11110.82%1.87%3.09%Q4 2018Q2 202111
True North Advisors, LLC 11110.49%0.60%0.70%Q4 2019Q2 202211
ADVISOR PARTNERS LLC 920.02%0.03%0.04%Q3 2019Q2 202211
First National Bank of Hutchinson 11110.19%0.34%0.55%Q4 2019Q2 202211
Edgemoor Investment Advisors, Inc. 720.03%0.05%0.11%Q2 2014Q2 202211
LOOMIS SAYLES & CO L P 11110.00%0.00%0.01%Q4 2019Q2 202211
Madison Asset Management, LLC 11110.01%0.02%0.02%Q4 2019Q2 202211
US FINANCIAL ADVISORS, LLC 740.07%1.94%5.27%Q1 2015Q2 202211
Financial Enhancement Group LLC 11110.00%0.03%0.20%Q3 2017Q1 202011
Strategic Wealth Management Group, LLC 11114.59%5.98%6.79%Q4 2018Q2 202111
ERn Financial, LLC 11110.05%0.10%0.18%Q4 2019Q2 202211
MATRIX PRIVATE CAPITAL GROUP LLC 11110.65%0.89%1.19%Q4 2019Q2 202211
Core Wealth Advisors, Inc. 11110.02%0.03%0.04%Q4 2019Q2 202211
Monterey Private Wealth, Inc. 11110.24%0.26%0.29%Q4 2019Q2 202211
Column Capital Advisors, LLC 11110.08%0.14%0.25%Q4 2019Q2 202211
Wealthspire Advisors, LLC 1010.21%0.49%0.70%Q4 2018Q2 202211
B. Riley Financial, Inc. 11110.07%0.14%0.28%Q1 2016Q3 201811
Bridgewater Wealth & Financial Management, LLC 11110.09%0.11%0.15%Q4 2014Q2 201711
Cordant, Inc. 11110.04%0.05%0.06%Q4 2019Q2 202211
S&T BANK/PA 11110.05%0.08%0.17%Q4 2019Q2 202211
HARBOR INVESTMENT ADVISORY, LLC 11110.50%0.52%0.56%Q4 2019Q2 202211
IAG Wealth Partners, LLC 11110.09%0.16%0.22%Q4 2019Q2 202211
TFO-TDC, LLC 11111.04%1.65%3.48%Q4 2019Q2 202211
Carmichael Hill & Associates, Inc. 11110.10%0.12%0.16%Q4 2019Q2 202211
Samalin Investment Counsel, LLC 11110.47%0.62%1.13%Q4 2019Q2 202211
Affiance Financial, LLC 11110.03%0.05%0.07%Q4 2019Q2 202211
PagnatoKarp Partners LLC 11110.05%0.13%0.26%Q3 2017Q1 202011
Ameritas Investment Company, LLC 11110.49%1.40%2.64%Q1 2019Q3 202111
NovaPoint Capital, LLC 11110.11%0.15%0.18%Q4 2019Q2 202211
Disciplined Investments, LLC 11113.76%5.23%5.99%Q4 2019Q2 202211
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 11114.19%4.92%5.61%Q4 2019Q2 202211
Alerus Investment Advisors Corp 11110.00%0.00%0.00%Q2 2013Q4 201511
Southern Wealth Management, LLP 11110.32%3.48%7.07%Q4 2019Q2 202211
Veracity Capital LLC 11110.58%1.09%1.35%Q4 2019Q2 202211
New England Professional Planning Group Inc. 710.19%0.65%1.42%Q4 2014Q4 201911
HYA Advisors, Inc 11110.13%0.17%0.19%Q4 2019Q2 202211
Affinity Capital Advisors, LLC 11110.98%1.98%3.39%Q4 2019Q2 202211
Oldfather Financial Services, LLC 11113.04%3.31%3.89%Q4 2019Q2 202211
Pinnacle Summer Investments, Inc. 11110.00%0.06%0.10%Q2 2013Q4 201511
Integrated Advisors Network LLC 11110.05%0.21%0.47%Q4 2019Q2 202211
Engrave Wealth Partners LLC 11110.54%1.12%1.80%Q4 2019Q2 202211
American Institute for Advanced Investment Management, LLP 11115.55%6.15%6.63%Q4 2019Q2 202211
CHEMICAL BANK 10100.04%0.11%0.14%Q1 2017Q2 201910
Stordahl Capital Management, Inc. 910.09%0.13%0.15%Q4 2019Q2 202210
Centerpoint Advisors, LLC 820.02%0.02%0.04%Q4 2017Q2 202010
ClariVest Asset Management LLC 10100.21%0.24%0.26%Q2 2013Q3 201510
Strategic Family Wealth Counselors, L.L.C. 10100.81%1.27%1.68%Q1 2020Q2 202210
Qube Research & Technologies Ltd 910.01%0.50%3.23%Q4 2019Q2 202210
G&S Capital LLC 10100.05%0.06%0.13%Q4 2017Q1 202010
Crewe Advisors LLC 820.01%0.07%0.38%Q4 2017Q2 202210
Investors Research Corp 10100.04%0.05%0.06%Q1 2020Q2 202210
J.W. COLE ADVISORS, INC. 730.12%0.34%1.20%Q4 2019Q2 202210
HANTZ FINANCIAL SERVICES, INC. 10109.17%10.56%11.55%Q1 2020Q2 202210
Willingdon Wealth Management 10100.00%0.02%0.04%Q3 2017Q4 201910
D. SCOTT NEAL, INC. 10100.02%0.03%0.05%Q4 2015Q1 201810
Edgewood Management 210.00%0.02%0.08%Q4 2013Q2 202210
THOMAS WHITE INTERNATIONAL LTD 10100.24%0.28%0.34%Q1 2020Q2 202210
NatWest Group plc 10100.01%0.02%0.04%Q2 2013Q3 201510
CAMBIAR INVESTORS LLC 10100.00%0.01%0.01%Q3 2017Q4 201910
Risk Paradigm Group, LLC 10102.36%4.45%7.85%Q3 2016Q4 201810
OARSMAN CAPITAL, INC. 10100.13%0.16%0.20%Q4 2015Q1 201810
AMI INVESTMENT MANAGEMENT INC 10100.36%1.05%1.22%Q3 2019Q4 202110
Trexquant Investment LP 10100.03%0.13%0.34%Q3 2019Q4 202110
ROMAN BUTLER FULLERTON & CO 820.42%1.06%2.62%Q4 2018Q4 202110
GREENWOOD CAPITAL ASSOCIATES LLC 910.05%0.32%0.41%Q2 2013Q4 201710
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 10100.03%0.05%0.07%Q4 2019Q1 202210
FCA CORP /TX 910.08%0.10%0.13%Q4 2019Q2 202210
DOW CHEMICAL CO /DE/ 10100.72%1.39%2.33%Q3 2013Q4 201510
CITY NATIONAL BANK 10100.01%0.02%0.04%Q2 2013Q3 201510
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10100.10%0.19%0.31%Q1 2020Q2 202210
Horst & Graben Wealth Management LLC 10100.08%0.12%0.14%Q1 2020Q2 202210
Hayden Royal, LLC 10100.22%0.39%1.03%Q3 2019Q4 202110
Madden Advisory Services, Inc. 710.02%0.02%0.03%Q2 2013Q1 201710
ARQ WEALTH ADVISORS, LLC 10100.30%0.38%0.54%Q1 2020Q2 202210
Visionary Asset Management, Inc. 710.11%0.17%0.26%Q3 2013Q4 201810
Wellspring Financial Advisors, LLC 10106.00%7.39%8.39%Q1 2020Q2 202210
Eudaimonia Partners, LLC 820.05%0.08%0.14%Q4 2019Q2 202210
Deane Retirement Strategies, Inc. 10100.65%1.10%3.17%Q4 2014Q1 201710
SVB Investment Services Inc. 10100.50%0.62%0.71%Q4 2019Q1 202210
InterOcean Capital, LLC 910.02%0.10%0.12%Q4 2014Q2 201810
Total Clarity Wealth Management, Inc. 910.01%2.50%4.76%Q4 2019Q2 202210
FORT PITT CAPITAL GROUP, LLC 910.01%0.01%0.02%Q4 2019Q2 202210
RMR Wealth Builders 913.48%9.24%14.28%Q4 2019Q2 202210
Armbruster Capital Management, Inc. 10100.00%0.01%0.02%Q4 2015Q1 201810
Aprio Wealth Management, LLC 550.73%1.89%7.36%Q4 2019Q2 202210
BEAM WEALTH ADVISORS, INC. 10101.54%2.37%2.92%Q1 2020Q2 202210
J. W. Coons Advisors, LLC 10100.21%0.23%0.29%Q1 2020Q2 202210
HC Advisors, LLC 910.34%0.38%0.41%Q4 2019Q2 202210
Angeles Investment Advisors, LLC 10100.04%0.08%0.14%Q3 2019Q4 202110
WESPAC Advisors SoCal, LLC 620.02%0.16%0.78%Q4 2017Q3 202010
Columbia Trust Co 01012016 730.22%0.28%0.33%Q4 2019Q2 202210
Spectrum Management Group, LLC 910.00%0.05%0.08%Q4 2013Q1 201910
TOBIAS FINANCIAL ADVISORS, INC. 821.91%2.24%2.73%Q4 2019Q2 202210
ADVISOR GROUP HOLDINGS, INC. 10100.36%0.47%0.52%Q1 2020Q2 202210
Higher Moment Capital LP 552.39%16.26%46.20%Q2 2014Q3 201810
Mission Creek Capital Partners, Inc. 10100.08%0.15%0.22%Q1 2020Q2 202210
WEALTHFRONT Corp 710.00%0.00%0.02%Q4 2014Q3 201810
Apella Capital, LLC 10100.03%0.11%0.15%Q1 2020Q2 202210
Single Point Partners, LLC 730.13%0.21%0.35%Q4 2019Q2 202210
Stelac Advisory Services LLC 10100.03%0.43%0.78%Q4 2019Q1 202210
Highwater Wealth Management, LLC 642.04%3.49%4.16%Q3 2016Q3 201910
Legacy Bridge, LLC 10100.15%0.17%0.21%Q1 2020Q2 202210
Secure Asset Management, LLC 10100.09%0.28%0.52%Q4 2019Q1 202210
Symphony Financial, Ltd. Co. 10100.15%0.27%0.94%Q1 2020Q2 202210
Connecticut Wealth Management, LLC 510.59%0.80%0.91%Q2 2019Q2 202210
Huber Financial Advisors, LLC 10100.12%0.18%0.25%Q4 2017Q1 202010
EPIQ PARTNERS, LLC 10101.96%2.44%2.80%Q1 2020Q2 202210
Silicon Hills Wealth Management, LLC 910.17%0.25%0.29%Q4 2019Q2 202210
ARBOR TRUST WEALTH ADVISORS, LLC 910.18%0.29%0.34%Q4 2019Q2 202210
CBIZ Investment Advisory Services, LLC 910.05%0.20%0.24%Q4 2019Q2 202210
Graypoint LLC 10101.26%2.59%4.01%Q1 2020Q2 202210
Avion Wealth 10100.01%0.02%0.02%Q1 2020Q2 202210
HBW Advisory Services LLC 910.10%0.18%0.29%Q4 2019Q2 202210
SIMPLEX TRADING, LLC 410.00%0.01%0.02%Q1 2016Q1 202210
Keebeck Alpha, LP 10100.32%1.78%4.53%Q1 2020Q2 202210
PUZO MICHAEL J 10100.18%0.33%0.42%Q2 2013Q3 201510
ESL Trust Services, LLC 10100.11%0.15%0.18%Q1 2020Q2 202210
Fortis Advisors, LLC 10100.00%0.03%0.07%Q3 2017Q4 201910
Lehman Financial Resources, Inc. 10100.00%0.00%0.00%Q2 2013Q3 201510
Enterprise Trust & Investment Co 10100.01%0.02%0.02%Q1 2020Q2 202210
ADVANTAGE INVESTMENT MANAGEMENT, LLC 810.00%0.09%0.46%Q1 2015Q2 201910
Cornerstone Wealth Group, LLC 10100.05%0.98%1.64%Q1 2020Q2 202210
Constellation Wealth Advisors, LLC 10103.24%3.92%5.10%Q2 2013Q3 201510
1832 Asset Management L.P. 10100.00%0.00%0.01%Q1 2020Q2 202210
FLOW TRADERS U.S. LLC 310.05%0.34%1.15%Q2 2014Q1 202210
FEDERATED HERMES, INC. 310.00%0.00%0.01%Q2 2013Q4 202110
Broadleaf Partners, LLC 910.09%0.11%0.14%Q4 2019Q2 202210
BRANDYWINE OAK PRIVATE WEALTH LLC 10100.04%0.06%0.06%Q4 2018Q1 202110
SUMMIT CAPITAL MANAGEMENT LLC 10100.14%0.17%0.20%Q4 2013Q1 201610
TRUEWEALTH LLC 10100.14%0.21%0.43%Q1 2018Q2 202010
NBT BANK N A /NY 910.04%0.04%0.04%Q4 2019Q2 202210
Watchman Group, Inc. 730.12%0.24%0.40%Q4 2019Q2 202210
PrairieView Partners, LLC 10100.03%0.08%0.16%Q1 2020Q2 202210
Principle Wealth Partners LLC 910.03%0.04%0.07%Q4 2019Q2 202210
Quadrant Private Wealth Management, LLC 10100.37%0.60%1.06%Q1 2020Q2 202210
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.00%0.07%0.12%Q1 2020Q2 202210
Stewardship Financial Advisors, LLC 10100.00%0.02%0.05%Q4 2018Q1 202110
Retirement Group, LLC 910.00%0.00%0.01%Q4 2019Q2 202210
LexAurum Advisors, LLC 990.09%0.12%0.14%Q4 2019Q4 20219
Parker Investment Management, LLC 720.02%0.05%0.09%Q4 2018Q1 20229
NexWave Capital Partners LLC 990.58%1.13%1.97%Q4 2019Q4 20219
J.Safra Asset Management Corp 720.14%1.45%9.12%Q3 2016Q2 20229
CWA Asset Management Group, LLC 720.05%0.09%0.17%Q2 2018Q2 20229
ROBERTS GLORE & CO INC /IL/ 990.08%0.08%0.09%Q2 2020Q2 20229
Noven Financial Group, Inc. 541.13%2.38%11.57%Q2 2017Q1 20209
Mandatum Life Insurance Co Ltd 990.06%0.12%0.24%Q4 2015Q4 20179
Ilmarinen Mutual Pension Insurance Co 990.89%1.90%2.79%Q3 2019Q3 20219
Columbus Macro, LLC 710.06%0.20%0.44%Q4 2017Q4 20219
Checchi Capital Advisers, LLC 710.03%0.06%0.14%Q4 2015Q2 20229
Northwest Bancshares, Inc. 990.07%0.09%0.10%Q2 2020Q2 20229
Executive Wealth Management, LLC 630.02%0.02%0.03%Q4 2018Q1 20229
Bank Julius Baer & Co. Ltd, Zurich 990.00%0.00%0.01%Q2 2020Q2 20229
VAUGHAN DAVID INVESTMENTS LLC/IL 810.01%0.01%0.02%Q2 2013Q4 20219
Fullen Financial Group 991.44%1.82%2.00%Q2 2020Q2 20229
Monument Capital Management 990.10%0.53%1.19%Q2 2020Q2 20229
Geneva Advisors, LLC 990.00%0.01%0.02%Q2 2015Q2 20179
Carnick & Kubik, LLC 710.06%0.51%0.87%Q2 2013Q1 20169
SMITH SHELLNUT WILSON LLC /ADV 630.66%2.35%3.71%Q4 2016Q1 20199
Bollard Group LLC 990.09%0.10%0.12%Q2 2020Q2 20229
Virtus Investment Advisers, Inc. 990.21%0.52%1.86%Q2 2013Q2 20159
Lake Point Wealth Management 420.00%0.01%0.10%Q4 2018Q1 20229
Israel Discount Bank of New York 990.04%0.04%0.05%Q1 2017Q1 20199
Integrated Wealth Management 990.43%0.48%0.50%Q1 2015Q1 20179
SOUTH TEXAS MONEY MANAGEMENT LTD 990.01%0.08%0.17%Q3 2017Q3 20199
WealthPLAN Partners, LLC 710.01%0.05%0.09%Q3 2016Q4 20219
Cypress Wealth Advisors LLC 990.26%0.34%0.78%Q2 2015Q2 20179
BANK OF HAWAII 990.01%0.13%0.98%Q2 2020Q2 20229
Peninsula Wealth, LLC 310.10%0.12%0.14%Q3 2018Q2 20229
Clarkston Capital Partners, LLC 990.02%0.03%0.03%Q2 2020Q2 20229
Fairhaven Wealth Management, LLC 990.59%0.83%1.04%Q2 2020Q2 20229
XPONANCE, INC. 990.07%0.13%0.21%Q2 2020Q2 20229
WESTFIELD CAPITAL MANAGEMENT CO LP 110.00%0.02%0.09%Q4 2013Q2 20229
Wagner Wealth Management, LLC 720.05%0.10%0.23%Q2 2018Q2 20229
Verition Fund Management LLC 210.00%0.05%0.19%Q2 2013Q2 20219
COZAD ASSET MANAGEMENT INC 990.08%0.09%0.10%Q2 2020Q2 20229
TRUST CO OF VIRGINIA /VA 990.16%0.19%0.20%Q2 2020Q2 20229
S.E.E.D. Planning Group LLC 990.21%0.33%0.42%Q2 2020Q2 20229
AllSquare Wealth Management LLC 990.01%0.01%0.01%Q2 2020Q2 20229
STOCK YARDS BANK & TRUST CO 810.02%0.06%0.12%Q2 2013Q2 20229
Advisory Resource Group 810.27%0.82%1.10%Q3 2019Q2 20229
Zuckerman Investment Group, LLC 990.15%0.30%0.40%Q2 2020Q2 20229
Apollon Wealth Management, LLC 710.07%0.32%0.55%Q2 2019Q2 20229
BECKER CAPITAL MANAGEMENT INC 990.01%0.01%0.02%Q2 2014Q2 20169
ELEMENT POINTE ADVISORS, LLC 990.11%0.40%0.64%Q2 2020Q2 20229
PRICE T ROWE ASSOCIATES INC /MD/ 990.00%0.00%0.00%Q2 2020Q2 20229
Paragon Capital Management Ltd 710.09%0.14%0.18%Q1 2015Q3 20179
Costello Asset Management, INC 990.01%0.01%0.01%Q2 2020Q2 20229
Concorde Asset Management, LLC 990.28%0.49%0.62%Q4 2017Q4 20199
Advisors Capital Management, LLC 320.01%0.02%0.05%Q3 2015Q2 20229
AMUNDI ASSET MANAGEMENT US, INC. 990.00%0.01%0.04%Q1 2019Q1 20219
MANAGED ACCOUNT ADVISORS LLC 990.34%0.49%0.78%Q2 2013Q2 20159
SP Asset Management 810.09%0.10%0.12%Q4 2019Q2 20229
Chicago Wealth Management, Inc. 812.32%6.04%7.31%Q4 2019Q1 20229
Investors Financial Group, LLC 990.64%0.68%0.74%Q4 2019Q4 20219
Columbia Asset Management 630.03%0.04%0.06%Q3 2018Q4 20219
Renaissance Technologies 210.00%0.00%0.01%Q2 2018Q2 20229
American Research & Management Co. 990.01%0.01%0.01%Q2 2013Q2 20159
Opes Advisors Inc 993.56%4.18%5.43%Q4 2016Q4 20189
Hanson & Doremus Investment Management 410.00%0.01%0.01%Q3 2015Q2 20229
Steel Peak Wealth Management LLC 990.03%0.04%0.05%Q2 2020Q2 20229
NewFocus Financial Group, LLC 630.13%0.16%0.22%Q4 2013Q1 20169
Fulcrum Capital LLC 810.04%0.09%0.13%Q3 2019Q4 20219
CVA Family Office, LLC 990.01%0.02%0.03%Q1 2020Q1 20229
Morris Capital Advisors, LLC 610.21%0.63%1.98%Q4 2015Q1 20219
Lloyd Advisory Services, LLC. 810.00%0.15%0.98%Q4 2019Q1 20229
MERIDIAN INVESTMENT COUNSEL INC. 990.10%0.10%0.11%Q2 2020Q2 20229
Charles Schwab Trust Co 990.28%0.35%0.44%Q2 2020Q2 20229
HALBERT HARGROVE GLOBAL ADVISORS, LLC 710.00%0.03%0.17%Q1 2014Q2 20229
AlphaMark Advisors, LLC 610.00%0.02%0.03%Q2 2017Q1 20228
FIRST AMERICAN TRUST, FSB 410.03%0.06%0.12%Q4 2019Q2 20228
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 880.06%0.13%0.24%Q4 2019Q3 20218
Baugh & Associates, LLC 710.15%0.15%0.16%Q4 2019Q1 20228
Ithaka Group 110.02%0.21%0.44%Q4 2014Q4 20218
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 880.09%0.22%0.47%Q3 2020Q2 20228
ORSER CAPITAL MANAGEMENT, LLC 880.70%0.84%1.22%Q3 2020Q2 20228
Venture Visionary Partners LLC 710.07%0.67%0.86%Q4 2019Q2 20228
First National Bank of South Miami 880.03%0.04%0.05%Q3 2020Q2 20228
BOSTON PRIVATE BANK & TRUST CO 880.04%0.09%0.11%Q2 2013Q1 20158
Soltis Investment Advisors LLC 880.05%0.11%0.14%Q3 2020Q2 20228
Paradigm Financial Partners, LLC 880.11%0.12%0.13%Q2 2020Q1 20228
STRATEGY ASSET MANAGERS LLC 610.07%0.07%0.08%Q4 2019Q1 20228
IFG Advisors, LLC 880.14%0.15%0.17%Q3 2020Q2 20228
Financial Services Advisory Inc 446.98%12.74%18.78%Q4 2017Q4 20198
MAR VISTA INVESTMENT PARTNERS LLC 620.02%0.05%0.06%Q2 2014Q2 20168
ARGUS INVESTORS' COUNSEL, INC. 880.15%0.42%0.61%Q3 2020Q2 20228
Darwin Advisors, LLC 710.06%0.17%0.29%Q1 2020Q2 20228
Silicon Valley Capital Partners 880.16%0.20%0.32%Q3 2020Q2 20228
Azimuth Capital Management LLC 710.01%0.01%0.04%Q3 2014Q1 20228
RUSSELL FRANK CO/ 880.00%0.00%0.01%Q2 2013Q1 20158
TRANSCEND CAPITAL ADVISORS, LLC 610.16%0.25%0.67%Q1 2020Q2 20228
BEESE FULMER INVESTMENT MANAGEMENT, INC. 710.03%0.04%0.06%Q2 2020Q2 20228
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 440.00%0.01%0.03%Q4 2017Q2 20228
GPS Wealth Strategies Group, LLC 880.10%0.13%0.15%Q3 2020Q2 20228
Crosspoint Capital Strategies, LLC 530.00%0.15%0.66%Q4 2013Q1 20168
Spotlight Asset Group, Inc. 880.26%0.44%0.78%Q4 2019Q3 20218
RB Capital Management, LLC 880.08%0.11%0.15%Q3 2020Q2 20228
Elmwood Wealth Management, Inc. 710.01%0.01%0.02%Q1 2018Q1 20208
Perella Weinberg Partners Capital Management LP 320.06%1.24%4.37%Q2 2013Q1 20188
Quantbot Technologies LP 410.01%0.06%0.17%Q3 2019Q1 20228
Your Advocates Ltd., LLP 880.00%0.01%0.01%Q1 2020Q4 20218
Walkner Condon Financial Advisors LLC 880.12%0.18%0.34%Q3 2020Q2 20228
Patriot Investment Management Inc. 620.02%0.02%0.03%Q2 2020Q2 20228
SOUTH GEORGIA CAPITAL, LLC 880.79%2.23%3.52%Q4 2013Q3 20158
PRIVATE TRUST CO NA 710.05%0.11%0.34%Q1 2013Q2 20228
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.70%0.91%1.27%Q4 2018Q3 20208
BAILARD, INC. 880.03%0.03%0.03%Q3 2020Q2 20228
QUANTUM CAPITAL MANAGEMENT 880.03%0.04%0.05%Q4 2013Q3 20158
PACES FERRY WEALTH ADVISORS, LLC 881.80%1.97%2.10%Q3 2020Q2 20228
ROSENBLUM SILVERMAN SUTTON S F INC /CA 880.10%0.12%0.14%Q3 2020Q2 20228
Ackerman Capital Advisors, LLC 420.20%0.25%0.31%Q3 2019Q2 20228
YHB Investment Advisors, Inc. 880.04%0.05%0.07%Q3 2020Q2 20228
ALBION FINANCIAL GROUP /UT 510.00%0.01%0.03%Q1 2019Q2 20228
KESTRA PRIVATE WEALTH SERVICES, LLC 880.13%0.16%0.20%Q3 2020Q2 20228
Kestra Advisory Services, LLC 880.30%0.40%0.55%Q3 2020Q2 20228
HMS Capital Management, LLC 530.36%0.62%1.57%Q1 2018Q2 20228
Baron Financial Group, LLC 881.80%2.44%3.49%Q3 2020Q2 20228
Founders Financial Alliance, LLC 881.43%1.50%1.61%Q3 2020Q2 20228
Newbrook Capital Advisors LP 620.76%1.69%4.04%Q2 2020Q2 20228
Newbridge Financial Services Group, Inc. 880.40%0.57%0.73%Q3 2020Q2 20228
Guidant Wealth Advisors 440.58%0.62%0.66%Q3 2016Q3 20198
Stegner Investment Associates Inc. 881.01%2.20%3.01%Q3 2020Q2 20228
Cornerstone Advisors, Inc. 420.00%0.10%0.39%Q4 2013Q2 20178
FULTON BREAKEFIELD BROENNIMAN LLC 880.02%0.02%0.03%Q3 2020Q2 20228
Gemmer Asset Management LLC 620.00%0.07%0.08%Q1 2014Q2 20228
Heritage Trust Co 880.00%0.00%0.01%Q1 2017Q4 20188
Regent Investment Management LLC 210.20%0.52%0.86%Q4 2013Q3 20208
Advocacy Wealth Management Services, LLC 710.04%0.92%2.11%Q2 2017Q1 20218
Sonora Investment Management, LLC 440.01%0.01%0.02%Q3 2015Q2 20208
Campbell Wealth Management 510.04%0.04%0.05%Q1 2019Q1 20228
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.01%0.01%Q2 2013Q1 20158
Stratos Wealth Advisors, LLC 710.06%0.10%0.13%Q1 2020Q2 20228
RENAISSANCE GROUP LLC 210.02%0.17%0.46%Q4 2013Q4 20198
Strategic Blueprint, LLC 530.03%0.08%0.20%Q1 2019Q2 20228
Bank of Kentucky, Inc. 880.02%0.02%0.02%Q2 2013Q1 20158
WJ Wealth Management, LLC 880.14%0.48%0.90%Q2 2020Q1 20228
Minot Wealth Management LLC 880.12%0.15%0.24%Q3 2020Q2 20228
WealthTrust Fairport, LLC 510.01%0.02%0.05%Q2 2013Q1 20198
DAGCO, INC. 880.31%0.44%0.50%Q3 2020Q2 20228
BAIRD ROBERT W & CO INC /WI/ 880.95%1.10%1.35%Q2 2013Q1 20158
Ironwood Financial, llc 880.36%0.46%0.62%Q3 2020Q2 20228
Portfolio Strategies Inc 510.13%2.66%8.33%Q4 2013Q4 20178
Iron Horse Wealth Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Edge Advisors, LLC 770.19%1.01%1.86%Q4 2016Q2 20187
Merit Financial Group, LLC 770.01%0.04%0.06%Q4 2020Q2 20227
Advisory Alpha, LLC 310.01%0.02%0.05%Q1 2019Q4 20217
Aveo Capital Partners, LLC 210.04%0.29%0.69%Q4 2016Q4 20217
PALLADIEM, LLC 770.58%0.69%0.75%Q4 2020Q2 20227
GFG Capital, LLC 520.13%0.39%0.98%Q4 2019Q2 20227
HT Partners LLC 770.55%0.65%0.75%Q2 2013Q4 20147
Renasant Bank 772.10%2.47%2.94%Q4 2020Q2 20227
20/20 Capital Management, Inc. 770.34%0.35%0.40%Q4 2019Q2 20217
BerganKDV Wealth Management, LLC 520.01%0.03%0.07%Q2 2018Q1 20227
Community Financial Services Group, LLC 770.92%1.87%2.65%Q2 2020Q4 20217
KLS Professional Advisors Group, LLC 770.02%0.04%0.06%Q4 2017Q2 20197
Intellectus Partners, LLC 510.01%0.03%0.07%Q4 2016Q1 20197
Delphi Private Advisors LLC 770.48%0.84%1.29%Q4 2017Q2 20197
ParenteBeard Wealth Management, LLC 770.19%0.70%1.21%Q2 2013Q4 20147
Wharton Business Group, LLC 430.04%0.13%0.22%Q3 2020Q2 20227
Clearwater Capital Advisors, LLC 770.05%0.06%0.06%Q3 2017Q1 20197
West Coast Financial LLC 410.10%0.14%0.20%Q1 2015Q3 20187
PATTON ALBERTSON MILLER GROUP, LLC 770.04%0.07%0.09%Q4 2020Q2 20227
Carlton Hofferkamp & Jenks Wealth Management, LLC 770.09%0.10%0.11%Q3 2020Q1 20227
HAP Trading, LLC 660.00%0.07%0.31%Q3 2020Q4 20217
Independent Advisor Alliance 310.02%0.16%0.80%Q1 2017Q4 20217
Verus Financial Partners, Inc. 770.10%0.14%0.22%Q4 2020Q2 20227
HRT FINANCIAL LP 210.02%0.45%1.48%Q2 2015Q2 20227
Marietta Wealth Management, LLC 770.05%0.06%0.09%Q3 2020Q1 20227
Sterling Investment Advisors, Ltd. 610.00%0.01%0.02%Q3 2019Q2 20227
Global Financial Private Capital, Inc 770.01%0.02%0.02%Q3 2017Q1 20197
Cobble Hill Financial Services, INC 772.80%4.72%5.68%Q1 2013Q3 20147
CONFLUENCE INVESTMENT MANAGEMENT LLC 610.00%0.01%0.02%Q1 2015Q2 20177
Trilogy Capital Inc. 310.01%0.29%1.75%Q1 2018Q2 20227
AAF Wealth Management, LLC 770.42%0.52%0.60%Q4 2020Q2 20227
MEITAV DASH INVESTMENTS LTD 520.09%0.51%1.21%Q1 2020Q4 20217
Winthrop Partners - WNY, LLC 770.05%0.06%0.06%Q1 2018Q3 20197
Farmers & Merchants Trust Co of Long Beach 770.06%0.08%0.12%Q3 2020Q1 20227
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 770.02%0.02%0.03%Q4 2020Q2 20227
Selective Wealth Management, Inc. 770.16%0.27%0.65%Q2 2019Q4 20207
Benchmark Financial Wealth Advisors, LLC 770.25%0.28%0.31%Q4 2020Q2 20227
Patriot Wealth Management, Inc. 770.17%0.18%0.20%Q2 2017Q4 20187
Old North State Trust, LLC 610.00%0.08%0.19%Q3 2018Q4 20217
Private Wealth Partners, LLC 770.05%0.05%0.06%Q2 2019Q4 20207
Main Street Financial Solutions, LLC 770.30%0.50%0.71%Q4 2020Q2 20227
MCDONALD PARTNERS LLC 770.04%0.12%0.24%Q4 2020Q2 20227
9258 Wealth Management, LLC 770.13%0.14%0.16%Q4 2020Q2 20227
Placemark Investments, Inc. 770.27%0.35%0.50%Q2 2013Q4 20147
Advisor OS, LLC 610.08%0.21%0.56%Q2 2020Q2 20227
Global Wealth Management Investment Advisory, Inc. 610.01%0.02%0.02%Q4 2018Q2 20227
LAKE STREET FINANCIAL LLC 770.13%0.16%0.21%Q4 2020Q2 20227
Waterfront Wealth Inc. 770.30%0.39%0.51%Q4 2020Q2 20227
Curated Wealth Partners LLC 770.07%0.57%1.26%Q4 2020Q2 20227
TCF National Bank 770.14%0.22%0.27%Q3 2019Q1 20217
1900 WEALTH MANAGEMENT LLC 770.09%0.13%0.15%Q4 2020Q2 20227
Heartwood Wealth Advisors LLC 770.03%0.04%0.04%Q4 2020Q2 20227
Lionsbridge Wealth Management LLC 610.15%0.25%0.30%Q4 2019Q1 20227
Bank of Marin 610.17%0.21%0.29%Q4 2019Q1 20227
PBMares Wealth Management LLC 770.19%0.27%0.39%Q4 2020Q2 20227
Investment Research & Advisory Group, Inc. 430.01%0.01%0.02%Q4 2019Q2 20227
WNY Asset Management, LLC 770.25%0.93%4.57%Q4 2020Q2 20227
Westshore Wealth, LLC 611.99%3.33%5.67%Q4 2019Q2 20227
Charter Oak Capital Management, LLC 770.02%0.02%0.03%Q4 2020Q2 20227
Aaron Wealth Advisors LLC 770.25%1.33%1.64%Q4 2020Q2 20227
Concord Wealth Partners 770.00%0.03%0.13%Q4 2020Q2 20227
Bordeaux Wealth Advisors LLC 770.26%0.39%0.48%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.12%0.13%0.13%Q2 2020Q4 20217
Signature Wealth Management Partners, LLC 770.39%0.43%0.48%Q4 2020Q2 20227
FWL INVESTMENT MANAGEMENT, LLC 770.54%0.62%0.72%Q4 2020Q2 20227
MTM Investment Management, LLC 770.34%0.42%0.46%Q4 2020Q2 20227
Ten Capital Wealth Advisors, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Sage Mountain Advisors LLC 770.38%0.44%0.49%Q4 2020Q2 20227
PIEDMONT INVESTMENT ADVISORS INC 770.06%0.14%0.26%Q3 2018Q1 20207
TruWealth Advisors, LLC 773.81%4.21%5.24%Q4 2020Q2 20227
Accel Wealth Management 770.03%0.04%0.05%Q4 2020Q2 20227
Hemington Wealth Management 770.32%0.40%0.47%Q4 2020Q2 20227
Journey Advisory Group, LLC 770.07%0.09%0.12%Q4 2020Q2 20227
Harbor Group, Inc. 770.25%0.27%0.32%Q4 2020Q2 20227
BAKER TILLY WEALTH MANAGEMENT, LLC 770.13%0.25%0.44%Q4 2020Q2 20227
Galvin, Gaustad & Stein, LLC 770.10%0.13%0.22%Q4 2020Q2 20227
Clear Perspectives Financial Planning, LLC 770.43%0.75%1.00%Q4 2020Q2 20227
KAVAR CAPITAL PARTNERS GROUP, LLC 770.11%0.13%0.14%Q4 2020Q2 20227
Sightline Wealth Advisors, LLC 770.40%0.43%0.51%Q4 2020Q2 20227
M. Kulyk & Associates, LLC 770.34%0.52%0.89%Q4 2020Q2 20227
Alcosta Capital Management, Inc. 770.04%0.67%2.72%Q4 2020Q2 20227
Flagship Private Wealth, LLC 770.25%0.41%0.48%Q4 2020Q2 20227
Altus Wealth Group LLC 778.48%9.11%9.87%Q4 2020Q2 20227
MMA ASSET MANAGEMENT LLC 770.73%1.41%1.98%Q4 2020Q2 20227
Newton One Investments LLC 770.14%0.17%0.20%Q4 2020Q2 20227
Annapolis Financial Services, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
McCarthy Asset Management, Inc. 772.41%2.76%2.95%Q4 2020Q2 20227
Prosperity Planning, Inc. 770.28%0.40%0.49%Q4 2020Q2 20227
Wealth Management Partners, LLC 770.31%0.36%0.40%Q4 2020Q2 20227
PEAK FINANCIAL ADVISORS LLC 770.25%0.32%0.35%Q4 2020Q2 20227
Lumature Wealth Partners, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Greenhouse Wealth Management, LLC 770.58%0.62%0.68%Q4 2020Q2 20227
Alta Wealth Advisors LLC 772.35%2.91%3.27%Q4 2020Q2 20227
Brown Financial Advisory 771.00%1.32%1.57%Q4 2020Q2 20227
Curran Financial Partners, LLC 770.21%0.27%0.34%Q4 2020Q2 20227
DB Wealth Management Group, LLC 770.04%0.10%0.19%Q4 2020Q2 20227
Elk River Wealth Management, LLC 770.08%0.10%0.13%Q4 2020Q2 20227
Bluesphere Advisors, LLC 7710.86%13.40%14.88%Q4 2020Q2 20227
Orin Green Financial, LLC 770.25%0.33%0.36%Q4 2020Q2 20227
Destiny Wealth Partners, LLC 770.03%0.07%0.18%Q4 2020Q2 20227
Madison Wealth Partners, Inc 770.17%0.22%0.25%Q4 2020Q2 20227
Accretive Wealth Partners, LLC 774.60%4.91%5.31%Q4 2020Q2 20227
DHJJ Financial Advisors, Ltd. 771.92%2.17%2.46%Q4 2020Q2 20227
FINANCIAL MANAGEMENT NETWORK INC 770.52%0.63%0.71%Q4 2020Q2 20227
Insight Advisors, LLC/ PA 770.20%0.26%0.32%Q4 2020Q2 20227
CoreFirst Bank & Trust 770.04%0.05%0.05%Q4 2020Q2 20227
SAGE PRIVATE WEALTH GROUP, LLC 770.05%0.07%0.12%Q4 2020Q2 20227
Interchange Capital Partners, LLC 770.34%0.55%0.76%Q4 2020Q2 20227
Oxler Private Wealth LLC 770.19%0.22%0.24%Q4 2020Q2 20227
SAX WEALTH ADVISORS, LLC 770.41%0.64%0.90%Q4 2020Q2 20227
Wealth Dimensions Group, Ltd. 770.33%0.38%0.42%Q4 2020Q2 20227
Rodgers & Associates, LTD 776.01%6.38%6.64%Q4 2020Q2 20227
Orion Capital Management LLC 770.01%0.04%0.06%Q4 2020Q2 20227
Round Rock Advisors, LLC 770.16%0.47%0.84%Q4 2020Q2 20227
Navis Wealth Advisors, LLC 770.38%0.45%0.51%Q4 2020Q2 20227
SOA Wealth Advisors, LLC. 771.65%1.89%2.06%Q4 2020Q2 20227
Alliance Wealth Advisors, LLC 770.27%0.31%0.35%Q4 2020Q2 20227
Bard Financial Services, Inc. 770.39%0.45%0.48%Q4 2020Q2 20227
Mayflower Financial Advisors, LLC 770.06%0.11%0.13%Q4 2020Q2 20227
Willis Johnson & Associates, Inc. 770.66%0.85%0.93%Q4 2020Q2 20227
NewEdge Wealth, LLC 771.49%3.01%6.00%Q4 2020Q2 20227
FourThought Financial, LLC 770.10%0.27%0.42%Q4 2020Q2 20227
Newport Capital Group, LLC 774.27%6.20%7.78%Q4 2020Q2 20227
CHASE INVESTMENT COUNSEL CORP 770.14%0.17%0.18%Q3 2020Q1 20227
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 770.42%1.30%1.88%Q3 2013Q1 20157
WEST BANCORPORATION INC 434.64%7.32%9.56%Q4 2019Q2 20227
OGOREK ANTHONY JOSEPH /NY/ /ADV 520.00%0.01%0.01%Q4 2017Q2 20227
LAIRD NORTON TRUST COMPANY, LLC 770.07%0.34%0.45%Q4 2020Q2 20227
BIEGEL & WALLER LLC 610.13%0.19%0.24%Q3 2017Q3 20197
BANK OF NOVA SCOTIA 770.04%0.10%0.12%Q4 2020Q2 20227
AFFINITY WEALTH MANAGEMENT LLC 770.07%0.07%0.08%Q4 2020Q2 20227
UBS AG 660.00%0.29%0.36%Q2 2013Q3 20147
WHITENER CAPITAL MANAGEMENT, INC. 520.04%0.05%0.06%Q4 2017Q3 20197
NORTH AMERICAN MANAGEMENT CORP 770.06%0.07%0.07%Q4 2013Q2 20157
MANCHESTER FINANCIAL INC 610.01%0.01%0.02%Q2 2019Q1 20217
NAVELLIER & ASSOCIATES INC 110.01%0.10%0.33%Q4 2012Q4 20187
BAKER BOYER NATIONAL BANK 310.32%0.86%1.54%Q3 2017Q2 20227
BLUESTEIN R H & CO LLC 770.01%0.01%0.02%Q4 2020Q2 20227
ASHFORD CAPITAL MANAGEMENT INC 770.04%0.05%0.07%Q4 2020Q2 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.56%1.34%1.99%Q2 2013Q4 20147
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 310.00%0.00%0.00%Q4 2017Q2 20227
ATWOOD & PALMER INC 770.01%0.02%0.02%Q4 2020Q2 20227
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 772.08%2.45%2.81%Q4 2020Q2 20227
WISCONSIN CAPITAL MANAGEMENT LLC 770.14%0.15%0.15%Q2 2013Q4 20147
EFG Asset Management (Americas) Corp. 610.04%0.16%0.33%Q4 2013Q3 20167
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 210.01%0.02%0.03%Q1 2015Q1 20216
RITTER DANIHER FINANCIAL ADVISORY LLC 660.05%0.07%0.07%Q4 2020Q1 20226
Addison Advisors LLC 510.49%0.68%0.94%Q4 2020Q2 20226
Tradition Wealth Management, LLC 660.60%1.56%2.84%Q4 2020Q1 20226
Kernodle & Katon Asset Management Group, LLC 660.02%0.27%0.41%Q4 2015Q1 20176
Praetorian Wealth Management, Inc. 660.10%0.12%0.12%Q2 2020Q3 20216
Karn, Couzens & Associates, Inc. 661.28%1.53%1.69%Q4 2020Q1 20226
TCG Advisory Services, LLC 510.19%0.23%0.25%Q4 2020Q2 20226
Hoese & Co LLP 661.72%2.21%2.49%Q1 2021Q2 20226
4Thought Financial Group Inc. 660.32%0.67%1.12%Q1 2021Q2 20226
Fragasso Group Inc. 660.03%0.03%0.03%Q4 2020Q1 20226
Platform Technology Partners 510.14%0.16%0.17%Q4 2020Q2 20226
Iowa State Bank 660.06%0.07%0.07%Q4 2020Q1 20226
IFS Advisors, LLC 660.02%0.33%0.55%Q1 2021Q2 20226
Geller Advisors LLC 660.12%0.25%0.48%Q1 2018Q2 20196
MATRIX ASSET ADVISORS INC/NY 660.04%0.15%0.33%Q1 2021Q2 20226
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Providence First Trust Co 661.53%1.64%1.76%Q1 2021Q2 20226
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 660.05%0.10%0.16%Q3 2016Q4 20176
ATLAS CAPITAL ADVISORS LLC 660.02%0.09%0.12%Q1 2021Q2 20226
Emerson Wealth, LLC 660.06%0.06%0.06%Q1 2021Q2 20226
Cypress Capital, LLC 420.24%0.92%2.28%Q4 2018Q2 20226
Vision Capital Management, Inc. 660.03%0.05%0.09%Q1 2015Q2 20166
Poehling Capital Management, INC. 660.11%0.15%0.29%Q1 2021Q2 20226
NorthCoast Asset Management LLC 660.02%0.02%0.02%Q2 2020Q3 20216
WestHill Financial Advisors, Inc. 420.30%0.33%0.37%Q4 2020Q2 20226
Foundations Investment Advisors, LLC 660.03%0.04%0.05%Q1 2021Q2 20226
First Allied Asset Management, Inc. 510.05%0.06%0.08%Q2 2013Q1 20156
Human Investing LLC 660.00%0.03%0.07%Q4 2019Q1 20216
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.02%0.02%Q2 2019Q2 20226
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 420.00%0.01%0.02%Q3 2018Q2 20226
TCW GROUP INC 110.01%0.04%0.07%Q4 2013Q2 20226
Waverton Investment Management Ltd 660.20%0.82%1.00%Q3 2015Q4 20166
Bay Harbor Wealth Management, LLC 660.07%0.08%0.08%Q2 2019Q3 20206
SAWGRASS ASSET MANAGEMENT LLC 660.03%0.05%0.07%Q1 2020Q2 20216
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 661.12%1.39%1.73%Q2 2013Q3 20146
First Western Capital Management Co 660.64%0.70%0.84%Q3 2014Q4 20156
Black Swift Group, LLC 410.00%3.50%7.45%Q1 2019Q1 20226
RiverFront Investment Group, LLC 660.01%0.02%0.02%Q1 2021Q2 20226
MUNDER CAPITAL MANAGEMENT 660.00%0.01%0.03%Q2 2013Q3 20146
American Money Management, LLC 660.08%0.09%0.10%Q1 2021Q2 20226
KMS FINANCIAL SERVICES, INC 660.19%0.21%0.24%Q2 2013Q3 20146
Argentus Capital Management, LLC 510.11%0.57%0.97%Q3 2013Q3 20166
PACIFIC SUN FINANCIAL CORP 420.14%0.17%0.20%Q2 2020Q2 20226
TD Ameritrade Trust Co 660.00%0.39%2.33%Q2 2013Q3 20146
OneAscent Financial Services LLC 410.16%0.18%0.21%Q2 2019Q2 20226
Marcum Wealth, LLC 660.15%0.23%0.35%Q1 2021Q2 20226
COMMUNITY BANK SYSTEM, INC. 661.28%1.33%1.44%Q2 2013Q3 20146
FIRST MERCHANTS CORP 660.01%0.02%0.03%Q1 2021Q2 20226
Wealth & Pension Services Group, Inc. 661.98%3.04%5.60%Q2 2018Q3 20196
Forefront Analytics, LLC 510.02%1.88%3.02%Q4 2017Q1 20206
BENEDICT FINANCIAL ADVISORS INC 660.24%0.63%0.86%Q1 2021Q2 20226
SOLARIS ASSET MANAGEMENT LLC 510.01%0.15%0.21%Q4 2014Q3 20176
Wealth Alliance 420.04%0.41%1.32%Q1 2020Q2 20226
Pachira Investments Inc. 660.16%0.18%0.20%Q4 2020Q1 20226
Man Group plc 420.00%0.01%0.01%Q2 2020Q4 20216
SEI TRUST CO 660.00%0.00%0.01%Q2 2013Q3 20146
Atlas Private Wealth Management 660.03%0.04%0.04%Q4 2019Q1 20216
Arthur Zaske & Associates, LLC 660.50%0.72%0.96%Q3 2016Q4 20176
Shamrock Asset Management LLC 510.00%0.01%0.02%Q3 2016Q2 20186
Activest Wealth Management 660.23%0.28%0.31%Q1 2021Q2 20226
One Charles Private Wealth Services, LLC 510.12%0.16%0.19%Q2 2020Q2 20226
Dougherty Wealth Advisers LLC 660.59%0.68%0.80%Q4 2018Q1 20206
First Capital Advisors Group, LLC. 660.16%0.18%0.20%Q4 2016Q1 20186
Covenant Multifamily Offices, LLC 510.01%0.02%0.03%Q4 2013Q1 20196
Advisory Services & Investments, LLC 660.24%0.29%0.43%Q1 2021Q2 20226
Integer Wealth Advisors Group LLC 668.32%9.35%9.79%Q4 2019Q1 20216
Cornerstone Wealth Advisors, Inc. 661.84%2.15%2.31%Q1 2021Q2 20226
Gitterman Wealth Management, LLC 660.43%0.55%0.60%Q1 2021Q2 20226
Paradigm, Strategies in Wealth Management, LLC 660.29%0.34%0.38%Q1 2021Q2 20226
SteelBridge Private Wealth Advisors LLC 660.71%1.50%2.46%Q4 2016Q1 20186
Fermata Advisors, LLC 660.32%1.66%2.48%Q1 2021Q2 20226
BANQUE PICTET & CIE SA 660.01%0.02%0.03%Q4 2013Q1 20156
Spire Wealth Management 660.37%0.41%0.48%Q1 2021Q2 20226
Sheaff Brock Investment Advisors, LLC 510.02%0.03%0.03%Q3 2018Q4 20206
Piscataqua Savings Bank 660.28%0.32%0.36%Q1 2021Q2 20226
Soundwatch Capital LLC 420.04%0.11%0.20%Q2 2020Q4 20216
Rollins Financial 330.10%0.16%0.20%Q4 2020Q2 20226
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 518.00%9.99%11.96%Q4 2020Q2 20226
Threshold Group LLC 510.20%2.24%4.16%Q4 2015Q2 20176
Alamar Capital Management, LLC 660.23%0.56%1.00%Q1 2021Q2 20226
Rezny Wealth Management, Inc. 660.13%0.15%0.21%Q2 2018Q3 20196
Allegis Investment Advisors, LLC 660.13%0.78%1.41%Q4 2015Q1 20176
Freedman Financial Associates, Inc. 6610.23%10.84%11.46%Q4 2020Q1 20226
Gardiner Nancy B 660.47%0.97%1.94%Q2 2016Q3 20176
AAFMAA Wealth Management & Trust LLC 660.25%0.26%0.28%Q4 2020Q1 20226
Filbrandt Wealth Management, LLC 330.00%0.01%0.02%Q4 2019Q3 20216
Radnor Financial Advisors, LLC 660.40%0.44%0.50%Q4 2020Q1 20226
Bridgewater Advisors Inc. 660.05%0.08%0.13%Q1 2021Q2 20226
Oder Investment Management, LLC 660.42%0.52%0.62%Q4 2020Q1 20226
Golden State Equity Partners 660.56%0.95%1.43%Q4 2020Q1 20226
Cassia Capital Partners, LLC 330.38%0.42%0.45%Q4 2020Q2 20226
PRIO WEALTH LIMITED PARTNERSHIP 550.01%0.01%0.01%Q4 2020Q4 20215
Gupta Wealth Management LLC 550.14%0.18%0.23%Q1 2015Q1 20165
Lebenthal Global Advisors, LLC 551.97%2.86%3.52%Q1 2021Q1 20225
DAVIDSON TRUST CO 310.15%0.18%0.22%Q4 2019Q1 20225
Fundamentun, LLC 550.10%0.11%0.12%Q2 2021Q2 20225
EVERETT HARRIS & CO /CA/ 550.01%0.01%0.01%Q2 2021Q2 20225
Blue Fin Capital, Inc. 550.08%0.08%0.08%Q2 2021Q2 20225
HARBOUR INVESTMENTS, INC. 410.09%0.10%0.11%Q1 2021Q2 20225
GAMCO INVESTORS, INC. ET AL 550.04%0.05%0.06%Q2 2021Q2 20225
Stokes Capital Advisors, LLC 550.14%0.16%0.20%Q4 2017Q4 20185
GSA CAPITAL PARTNERS LLP 550.03%0.05%0.07%Q4 2020Q4 20215
Wilmington Trust, National Association 552.26%2.45%2.78%Q2 2013Q2 20145
Cornell Pochily Investment Advisors, Inc. 550.13%0.16%0.17%Q2 2021Q2 20225
MONEY CONCEPTS CAPITAL CORP 320.04%0.16%0.49%Q4 2020Q2 20225
EMFO, LLC 550.01%0.18%0.31%Q2 2021Q2 20225
Colonial River Wealth Management, LLC 320.13%0.16%0.21%Q4 2020Q1 20225
Anfield Capital Management, LLC 550.13%2.02%3.10%Q4 2019Q4 20205
Cannell & Co. 320.01%0.01%0.01%Q4 2020Q1 20225
RAY GERALD L & ASSOCIATES LTD 550.03%0.03%0.03%Q3 2014Q3 20155
Amundi 550.00%0.01%0.02%Q2 2021Q2 20225
Heritage Way Advisors, LLC 550.24%0.24%0.25%Q4 2020Q4 20215
PARSONS CAPITAL MANAGEMENT INC/RI 410.01%0.03%0.04%Q1 2015Q2 20225
Truvestments Capital LLC 210.02%0.04%0.06%Q3 2018Q2 20205
Flinton Capital Management LLC 320.01%0.52%1.33%Q2 2018Q3 20195
Clearstead Trust, LLC 550.16%0.16%0.17%Q4 2018Q4 20195
Ironsides Asset Advisors, LLC 550.08%0.09%0.10%Q2 2021Q2 20225
PICTET BANK & TRUST Ltd 551.41%1.60%1.83%Q4 2020Q4 20215
Interval Partners, LP 210.12%0.18%0.28%Q3 2020Q1 20225
Baldrige Asset Management LLC 550.03%0.03%0.03%Q2 2021Q2 20225
Blue Barn Wealth, LLC 550.27%0.34%0.48%Q2 2021Q2 20225
17 CAPITAL PARTNERS, LLC 550.20%0.33%0.42%Q2 2021Q2 20225
Aviance Capital Partners, LLC 410.07%0.08%0.09%Q2 2018Q2 20225
Glen Harbor Capital Management LLC 320.00%0.20%0.50%Q2 2018Q3 20195
F3Logic, LLC 320.25%0.33%0.43%Q1 2018Q2 20195
MASTRAPASQUA ASSET MANAGEMENT INC 310.04%0.04%0.04%Q3 2018Q4 20205
GeoWealth Management, LLC 410.05%0.54%1.42%Q3 2019Q2 20225
West Branch Capital LLC 550.04%0.04%0.04%Q2 2021Q2 20225
MPS Loria Financial Planners, LLC 410.01%0.02%0.06%Q2 2017Q1 20215
Gainplan LLC 210.01%28.31%85.50%Q1 2017Q4 20215
Diversified, LLC 320.12%0.32%0.57%Q4 2020Q2 20225
Advisor Resource Council 550.08%0.14%0.20%Q2 2021Q2 20225
JTC Employer Solutions Trustee Ltd 550.08%0.10%0.11%Q2 2021Q2 20225
WFA of San Diego, LLC 210.02%0.06%0.08%Q2 2020Q2 20225
BNC WEALTH MANAGEMENT, LLC 410.10%0.12%0.15%Q3 2020Q1 20225
State of Wyoming 550.00%0.00%0.00%Q1 2021Q1 20225
Sowa Financial Group, Inc. 550.04%0.04%0.05%Q4 2019Q4 20205
InterOcean Capital Group, LLC 550.02%0.02%0.02%Q2 2021Q2 20225
Bienville Capital Management, LLC 550.05%0.35%1.02%Q1 2016Q1 20175
One Day In July LLC 410.05%0.06%0.08%Q3 2020Q2 20225
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.02%Q4 2016Q4 20175
WILMINGTON TRUST CO 552.18%2.39%2.59%Q2 2013Q2 20145
Clearview Wealth Advisors LLC 550.02%0.04%0.06%Q4 2020Q4 20215
Summit Financial, LLC 550.08%0.21%0.38%Q2 2021Q2 20225
ALPS ADVISORS INC 550.00%0.02%0.05%Q1 2015Q1 20165
RVW Wealth, LLC 550.00%0.03%0.05%Q2 2021Q2 20225
TFC Financial Management 550.01%0.04%0.16%Q2 2021Q2 20225
Highland Private Wealth Management 550.07%0.08%0.08%Q2 2018Q2 20195
Bank of New Hampshire 550.20%0.23%0.24%Q2 2021Q2 20225
FormulaFolio Investments, LLC 310.01%0.03%0.06%Q2 2017Q2 20215
GM Advisory Group, Inc. 550.33%0.42%0.52%Q2 2021Q2 20225
Moisand Fitzgerald Tamayo, LLC 310.00%0.02%0.02%Q4 2020Q2 20225
ARK Investment Management 410.00%0.00%0.00%Q1 2021Q2 20225
Beacon Pointe Wealth Advisors, LLC 552.62%2.95%3.29%Q4 2018Q4 20195
HERITAGE WEALTH MANAGEMENT, LLC 320.06%0.09%0.12%Q1 2021Q2 20225
WOLFF WIESE MAGANA LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Rossmore Private Capital 550.09%0.11%0.13%Q2 2021Q2 20225
Jump Financial, LLC 410.19%0.43%0.74%Q4 2020Q1 20225
Dorsey Wright & Associates 320.14%0.28%0.48%Q3 2014Q4 20175
Wilmington Trust Investment Management, LLC 550.21%0.27%0.32%Q2 2013Q2 20145
BERRY GROUP, LLC 552.87%3.41%3.66%Q4 2019Q4 20205
Grant Street Asset Management, Inc. 320.05%0.20%0.57%Q4 2020Q2 20225
Wescott Financial Advisory Group, LLC 550.26%0.35%0.51%Q2 2021Q2 20225
LVZ, Inc. 550.10%0.16%0.23%Q4 2016Q4 20175
BLB&B Advisors, LLC 410.02%0.02%0.02%Q2 2020Q3 20215
Blue Zone Wealth Advisors, LLC 410.17%0.32%0.41%Q1 2020Q1 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.02%0.04%Q1 2018Q1 20195
Van Leeuwen & Company, LLC 550.21%0.24%0.33%Q3 2018Q3 20195
FIRST HORIZON CORP 410.16%2.24%2.96%Q2 2013Q2 20215
Crescent Capital Consulting, LLC 554.96%5.44%6.02%Q4 2020Q4 20215
Ambassador Advisors, LLC 410.00%0.03%0.04%Q1 2021Q2 20225
Fi3 FINANCIAL ADVISORS, LLC 550.15%0.21%0.33%Q2 2021Q2 20225
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 550.01%0.02%0.03%Q4 2020Q4 20215
Ensign Peak Advisors, Inc 550.00%0.02%0.03%Q4 2019Q4 20205
Tyers Asset Management LLC 320.00%0.44%1.12%Q2 2018Q3 20195
Aurora Private Wealth, Inc. 410.08%0.09%0.10%Q1 2020Q1 20225
Ford Financial Group, LLC 550.05%0.08%0.10%Q2 2021Q2 20225
Migdal Insurance & Financial Holdings Ltd. 410.00%0.00%0.00%Q1 2020Q2 20225
DOCK STREET ASSET MANAGEMENT INC 550.12%0.14%0.15%Q2 2013Q2 20145
MARIETTA INVESTMENT PARTNERS LLC 410.05%0.06%0.08%Q4 2013Q1 20225
True Link Financial Advisors, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
TANAKA CAPITAL MANAGEMENT INC 550.05%0.08%0.11%Q2 2021Q2 20225
ACCURATE INVESTMENT SOLUTIONS, INC. 210.00%0.47%2.30%Q3 2017Q4 20195
Legacy Financial Advisors, Inc. 550.00%0.01%0.02%Q4 2017Q4 20185
Triumph Capital Management 550.10%0.11%0.13%Q2 2021Q2 20225
GSB Wealth Management, LLC 320.07%0.08%0.09%Q1 2021Q2 20225
Neuburgh Advisers LLC 320.01%0.64%1.66%Q2 2018Q3 20195
RIVERHEAD CAPITAL MANAGEMENT LLC 320.00%0.03%0.04%Q2 2018Q3 20195
HawsGoodwin Investment Management LLC 550.01%0.01%0.01%Q4 2019Q4 20205
Mattern Wealth Management LLC 550.14%0.14%0.14%Q2 2021Q2 20225
Avalon Investment & Advisory 550.02%0.02%0.02%Q1 2019Q1 20205
Coho Partners, Ltd. 550.00%0.01%0.01%Q2 2020Q2 20215
NORTHWEST INVESTMENT COUNSELORS, LLC 310.02%0.03%0.04%Q3 2020Q2 20225
K2 PRINCIPAL FUND, L.P. 330.15%0.52%1.00%Q2 2015Q4 20155
JANICZEK WEALTH MANAGEMENT, LLC 550.01%0.01%0.02%Q2 2021Q2 20225
PROFESSIONAL ADVISORY SERVICES INC 550.04%0.05%0.06%Q2 2021Q2 20225
CAPITAL ONE FINANCIAL CORP 550.03%0.03%0.03%Q3 2020Q3 20215
UNITED SERVICES AUTOMOBILE ASSOCIATION 550.05%0.18%0.28%Q3 2016Q3 20175
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.80%3.16%Q3 2013Q3 20174
Boston Common Asset Management, LLC 220.00%0.00%0.00%Q2 2013Q2 20144
GREENWOOD GEARHART INC 310.03%0.04%0.04%Q4 2020Q4 20214
SMITH ASSET MANAGEMENT GROUP LP 110.00%0.03%0.06%Q4 2014Q4 20204
Benedetti & Gucer, Inc. 440.15%0.21%0.24%Q2 2021Q1 20224
Cadence Bank 440.03%0.03%0.03%Q2 2021Q1 20224
LEVEL FOUR FINANCIAL, LLC 440.39%0.45%0.50%Q4 2020Q3 20214
Strategic Capital Alternatives LLC 210.00%1.30%5.17%Q3 2014Q1 20164
Beacon Capital Management, Inc. 440.00%0.00%0.00%Q1 2015Q4 20154
Financial Gravity Asset Management, Inc. 310.01%0.02%0.06%Q1 2018Q1 20194
PDS Planning, Inc 440.04%0.05%0.06%Q3 2021Q2 20224
INR ADVISORY SERVICES LLC 440.02%0.03%0.03%Q2 2013Q1 20144
Brendel Financial Advisors LLC 310.00%0.31%0.48%Q1 2020Q2 20214
AMERICAN NATIONAL BANK 440.01%0.04%0.08%Q3 2021Q2 20224
AIMZ Investment Advisors, LLC 310.11%0.19%0.21%Q4 2014Q1 20164
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 440.04%0.04%0.04%Q2 2021Q1 20224
RKL Wealth Management LLC 440.04%0.04%0.04%Q1 2019Q4 20194
New England Investment & Retirement Group, Inc. 440.21%0.22%0.24%Q4 2020Q3 20214
Better Money Decisions, LLC 310.02%0.03%0.03%Q1 2021Q2 20224
SIGNATURE SECURITIES GROUP CORPORATION 441.43%1.75%1.95%Q3 2021Q2 20224
Bank OZK 440.07%0.09%0.11%Q4 2016Q3 20174
TCG Advisors, LP 310.13%2.57%9.76%Q4 2018Q2 20204
Randolph Co Inc 440.03%0.03%0.03%Q2 2021Q1 20224
Capital Group Private Client Services, Inc. 440.00%0.01%0.01%Q3 2021Q2 20224
Centric Wealth Management 440.36%0.44%0.49%Q4 2020Q3 20214
Blue Chip Partners, Inc. 440.01%0.01%0.02%Q2 2021Q1 20224
Leelyn Smith, LLC 440.05%0.05%0.05%Q2 2020Q1 20214
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.02%0.03%0.05%Q4 2017Q3 20184
TRADITION ASSET MANAGEMENT LLC 440.09%0.11%0.12%Q3 2019Q2 20204
KWMG, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
GUYASUTA INVESTMENT ADVISORS INC 440.02%0.02%0.02%Q2 2021Q1 20224
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 440.11%0.43%1.35%Q2 2020Q1 20214
Financial Management Professionals, Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
Thai Life Insurance PCL. 442.47%3.24%4.10%Q4 2016Q3 20174
Baring International Investment Ltd 220.18%0.60%1.10%Q2 2013Q2 20144
Signature Wealth Management Group 440.10%0.11%0.12%Q4 2017Q3 20184
AlphaStar Capital Management, LLC 440.04%0.05%0.07%Q3 2021Q2 20224
NVWM, LLC 220.01%0.04%0.12%Q3 2020Q2 20224
MAPLE SECURITIES USA INC 210.30%0.53%1.12%Q3 2013Q1 20154
Curi Wealth Management, LLC 310.01%0.02%0.05%Q4 2020Q2 20224
Williams Jones Wealth Management, LLC. 440.01%0.01%0.01%Q2 2021Q1 20224
FIRST CITIZENS BANCORPORATION INC 440.15%0.18%0.20%Q1 2014Q4 20144
Blue Granite Capital, LLC 310.00%0.06%0.08%Q4 2016Q4 20174
HORIZON BANCORP INC /IN/ 440.00%0.15%0.25%Q4 2019Q3 20204
FOSTER & MOTLEY INC 310.02%0.03%0.03%Q2 2020Q2 20224
MONTAG & CALDWELL, LLC 110.01%0.06%0.13%Q4 2015Q2 20224
Spectrum Financial Alliance Ltd LLC 440.01%0.01%0.01%Q1 2018Q4 20184
Redwood Investment Management, LLC 310.22%0.29%0.39%Q4 2017Q4 20184
FNY Partners Fund LP 440.00%0.01%0.03%Q2 2017Q1 20184
Lombard Odier Asset Management (USA) Corp 440.96%1.83%2.60%Q2 2021Q1 20224
Blue Sky Asset Management, LLC 210.17%2.43%4.88%Q2 2017Q1 20204
U.S. Capital Wealth Advisors, LLC 440.06%0.06%0.07%Q3 2021Q2 20224
ARGENT TRUST COMPANY, N.A. 440.11%0.14%0.16%Q2 2014Q1 20154
Wealth Quarterback LLC 220.05%0.07%0.10%Q4 2019Q3 20214
DIVIDEND ASSETS CAPITAL, LLC 210.00%0.00%0.01%Q2 2013Q2 20224
VERUS CAPITAL PARTNERS, LLC 220.17%0.28%0.48%Q4 2019Q2 20224
Americana Partners, LLC 210.11%0.39%0.85%Q4 2019Q2 20224
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.00%0.06%0.18%Q2 2016Q2 20214
Wechter Feldman Wealth Management, Inc. 440.21%0.24%0.25%Q2 2020Q1 20214
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.30%0.74%1.75%Q2 2016Q2 20174
COLUMBUS CIRCLE INVESTORS 110.00%0.01%0.02%Q4 2013Q4 20184
PFG Private Wealth Management, LLC 440.06%0.07%0.08%Q3 2021Q2 20224
Firestone Capital Management 310.00%0.02%0.03%Q4 2019Q3 20214
PYA Waltman Capital, LLC 310.04%0.04%0.05%Q1 2021Q2 20224
10-15 ASSOCIATES, INC. 440.22%0.24%0.25%Q1 2019Q4 20194
Clear Harbor Asset Management, LLC 440.15%0.85%1.12%Q3 2021Q2 20224
LOWE BROCKENBROUGH & CO INC 440.19%0.24%0.37%Q3 2021Q2 20224
1 NORTH WEALTH SERVICES LLC 220.02%0.02%0.02%Q4 2018Q4 20194
Nelson Capital Management, LLC 210.04%0.05%0.06%Q4 2018Q3 20204
Range Financial Group LLC 440.14%0.16%0.16%Q2 2021Q1 20224
New Perspectives, Inc 440.19%0.21%0.22%Q2 2021Q1 20224
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 211.52%7.12%13.19%Q3 2013Q4 20144
Kowal Investment Group, LLC 440.06%0.07%0.07%Q2 2021Q1 20224
Badgley Phelps Wealth Managers, LLC 440.77%0.84%0.88%Q3 2021Q2 20224
Texas Yale Capital Corp. 440.06%0.06%0.06%Q3 2021Q2 20224
HOME FEDERAL BANK OF TENNESSEE 440.08%0.10%0.12%Q3 2021Q2 20224
ROBERTSON STEPHENS ADVISORS LLC 441.27%1.87%2.27%Q4 2016Q3 20174
Sterling Financial Planning, Inc. 440.04%0.04%0.04%Q4 2020Q3 20214
Harvest Investment Services, LLC 440.09%0.10%0.13%Q2 2021Q1 20224
BECK CAPITAL MANAGEMENT, LLC 440.14%0.20%0.26%Q4 2015Q3 20164
JB Capital LLC 440.03%0.03%0.04%Q3 2021Q2 20224
JACKSON SQUARE CAPITAL, LLC 440.02%0.02%0.04%Q4 2019Q3 20204
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 440.31%0.45%0.86%Q4 2019Q3 20204
Ken Stern & Associates, Inc. 443.58%3.76%4.15%Q3 2015Q2 20164
GRIES FINANCIAL LLC 440.50%0.61%0.74%Q3 2021Q2 20224
Invesco Ltd. 440.00%0.03%0.04%Q2 2013Q1 20144
Northstar Advisory Group, LLC 310.13%0.56%1.82%Q4 2020Q4 20214
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 440.66%0.68%0.72%Q2 2021Q1 20224
Surevest, LLC 440.06%2.45%3.98%Q3 2021Q2 20224
MRA Associates USA LLC 440.07%0.18%0.28%Q4 2018Q3 20194
Cleary Gull Holdings Inc. 441.89%2.30%2.72%Q2 2015Q1 20164
CANANDAIGUA NATIONAL BANK & TRUST CO 440.13%0.16%0.17%Q2 2017Q1 20184
44 WEALTH MANAGEMENT LLC 440.08%0.08%0.08%Q2 2021Q1 20224
Shone Asset Management LLC 445.54%6.14%6.48%Q1 2020Q4 20204
Stanford Investment Group, Inc. 440.02%0.02%0.02%Q1 2016Q4 20164
CapWealth Advisors, LLC 220.02%0.02%0.03%Q2 2016Q1 20214
World Asset Management Inc 310.02%0.05%0.08%Q2 2018Q4 20194
Arlington Partners LLC 220.01%0.11%0.24%Q2 2018Q2 20204
Regency Capital Management Inc.\DE 440.04%0.04%0.05%Q1 2021Q4 20214
COBIZ WEALTH, LLC 310.03%0.06%0.08%Q2 2013Q4 20154
Continuum Advisory, LLC 440.05%0.10%0.16%Q3 2021Q2 20224
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.13%0.16%0.19%Q4 2020Q1 20224
Clarus Wealth Advisors 446.89%8.56%9.71%Q4 2017Q3 20184
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 440.04%0.05%0.07%Q2 2021Q1 20224
Exchange Capital Management, Inc. 310.03%0.17%0.34%Q3 2014Q2 20184
WBI INVESTMENTS, INC. 440.01%0.03%0.07%Q1 2017Q4 20174
PUTNAM INVESTMENTS LLC 310.01%0.01%0.01%Q1 2015Q1 20224
Maple Capital Management, Inc. 440.03%0.03%0.04%Q2 2021Q1 20224
Alaethes Wealth LLC 440.00%0.00%0.01%Q2 2021Q1 20224
Acorn Advisory Capital L.P. 440.92%1.45%2.80%Q4 2017Q3 20184
Vestpro Financial Partners, Inc. dba CPF Texas 440.04%0.05%0.05%Q4 2017Q3 20184
East Coast Asset Management, LLC. 330.03%0.04%0.07%Q4 2012Q2 20133
First Heartland Consultants, Inc. 210.00%0.03%0.04%Q2 2013Q2 20213
Canton Hathaway, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
DIXON HUBARD FEINOUR & BROWN INC/VA 330.06%0.06%0.06%Q4 2021Q2 20223
Abacus Planning Group, Inc. 330.07%0.08%0.09%Q3 2021Q1 20223
Greenwich Wealth Management LLC 330.03%0.03%0.04%Q2 2013Q4 20133
SCOTIA CAPITAL INC. 330.00%0.00%0.00%Q3 2021Q1 20223
Wealthpoint, LLC 110.05%0.17%0.24%Q4 2018Q4 20203
SPRING CREEK CAPITAL LLC 330.04%0.14%0.22%Q2 2018Q4 20183
Jane Street Holding, LLC 220.00%0.22%0.44%Q2 2013Q3 20133
Independent Portfolio Consultants, Inc. 210.03%0.15%0.27%Q1 2014Q4 20163
MMBG INVESTMENT ADVISORS CO. 330.05%0.06%0.06%Q4 2021Q2 20223
BENJAMIN EDWARDS INC 330.01%0.01%0.01%Q4 2021Q2 20223
Unified Trust Company, N.A. 330.13%0.13%0.13%Q1 2021Q3 20213
Highmount Capital, LLC 330.10%0.10%0.10%Q2 2013Q4 20133
Vanguard Personalized Indexing Management, LLC 330.02%0.03%0.04%Q4 2021Q2 20223
EverSource Wealth Advisors, LLC 330.10%0.12%0.15%Q4 2021Q2 20223
Princeton Global Asset Management LLC 210.05%0.93%1.78%Q1 2019Q2 20203
FMA ADVISORY INC 330.07%0.07%0.08%Q3 2020Q1 20213
Inscription Capital, LLC 210.00%0.01%0.03%Q4 2018Q2 20213
BFSG, LLC 330.03%0.03%0.03%Q3 2021Q1 20223
CMC Financial Group 331.33%2.20%3.71%Q4 2018Q2 20193
RITHOLTZ WEALTH MANAGEMENT 330.01%0.02%0.02%Q4 2021Q2 20223
CKW FINANCIAL GROUP 110.00%0.04%0.10%Q1 2014Q2 20173
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.48%1.07%1.48%Q4 2021Q2 20223
TORONTO DOMINION BANK 330.00%0.00%0.00%Q1 2021Q3 20213
Zhang Financial LLC 330.04%0.08%0.12%Q4 2021Q2 20223
MONOGRAPH WEALTH ADVISORS, LLC 330.55%0.61%0.67%Q4 2021Q2 20223
Sheets Smith Investment Management 2113.36%14.36%15.72%Q4 2020Q1 20223
Convergent Wealth Advisors 330.18%0.22%0.27%Q1 2015Q3 20153
Hemenway Trust Co LLC 330.12%0.13%0.14%Q1 2015Q3 20153
NextCapital Advisers, Inc. 332.06%15.52%22.84%Q1 2018Q3 20183
RE Dickinson Investment Advisors, LLC 330.01%0.03%0.05%Q4 2021Q2 20223
Yellowstone Partners, LLC 210.19%0.21%0.24%Q3 2016Q4 20173
Cascade Investment Advisors, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Argent Wealth Management LLC 331.65%1.82%1.99%Q4 2019Q2 20203
Boston Trust Walden Corp 330.00%0.00%0.00%Q1 2018Q3 20183
Kalos Management, Inc. 210.03%0.05%0.06%Q4 2015Q4 20213
Camarda Financial Advisors, LLC 210.00%0.16%0.46%Q2 2013Q1 20163
MKD WEALTH COACHES, LLC 330.04%0.04%0.04%Q4 2018Q2 20193
BAROMETER CAPITAL MANAGEMENT INC. 210.06%0.19%0.26%Q3 2015Q3 20163
Cardan Capital Partners, LLC 331.01%1.05%1.08%Q1 2018Q3 20183
Citizens National Bank Trust Department 330.01%0.01%0.01%Q4 2021Q2 20223
Revolve Wealth Partners, LLC 330.57%0.66%0.77%Q4 2021Q2 20223
Strategic Income Management, LLC 335.88%5.94%5.98%Q4 2014Q2 20153
RTD Financial Advisors, Inc. 334.74%5.27%5.76%Q4 2021Q2 20223
Windsor Capital Management, LLC 330.01%0.02%0.03%Q2 2013Q4 20133
EDMOND DE ROTHSCHILD (SUISSE) S.A. 330.05%0.07%0.08%Q3 2015Q1 20163
Cypress Point Wealth Management, LLC 210.01%0.13%0.22%Q4 2020Q3 20213
EDMOND DE ROTHSCHILD HOLDING S.A. 330.00%0.01%0.01%Q3 2015Q1 20163
CATALYST PRIVATE WEALTH, LLC 210.14%0.25%0.40%Q3 2020Q2 20223
I.G. INVESTMENT MANAGEMENT, LTD. 330.01%0.01%0.01%Q1 2015Q3 20153
PEOPLES FINANCIAL SERVICES CORP. 210.01%0.01%0.03%Q3 2016Q2 20173
Wealthstream Advisors, Inc. 332.07%2.25%2.46%Q4 2021Q2 20223
D'Orazio & Associates, Inc. 330.01%0.01%0.01%Q1 2016Q3 20163
Delta Dental Plan of Michigan, Inc. 3313.69%14.19%14.56%Q4 2017Q2 20183
Garrett Investment Advisors LLC 210.06%0.07%0.09%Q4 2020Q1 20223
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 210.14%0.17%0.22%Q1 2020Q1 20213
Lokken Investment Group LLC 210.22%0.22%0.23%Q1 2012Q1 20213
SMI Advisory Services, LLC 330.10%6.09%9.18%Q3 2021Q1 20223
Novak Financial Planning, LLC 330.38%0.40%0.42%Q4 2020Q2 20213
West Financial Advisors, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
PATTEN & PATTEN INC/TN 330.01%0.02%0.03%Q4 2021Q2 20223
Taylor & Morgan Wealth Management, LLC 330.35%0.38%0.41%Q4 2021Q2 20223
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q4 2021Q2 20223
McGinn Investment Management, Inc. 330.40%0.43%0.49%Q1 2021Q3 20213
River Wealth Advisors LLC 330.02%0.03%0.03%Q2 2018Q4 20183
CFS Investment Advisory Services, LLC 110.03%0.06%0.08%Q4 2020Q2 20223
MBL Wealth, LLC 210.34%0.62%0.82%Q4 2020Q1 20223
Thrive Capital Management, LLC 330.86%1.02%1.16%Q4 2021Q2 20223
SYMPHONY ASSET MANAGEMENT LLC 110.04%0.07%0.11%Q3 2013Q3 20143
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Sovereign Financial Group, Inc. 330.16%0.19%0.22%Q4 2021Q2 20223
ARBOR CAPITAL MANAGEMENT INC /ADV 330.35%0.38%0.42%Q4 2021Q2 20223
Thrive Wealth Management, LLC 330.23%0.40%0.48%Q4 2021Q2 20223
CHILDRESS CAPITAL ADVISORS, LLC 210.10%0.77%2.10%Q1 2021Q2 20223
Friedenthal Financial 330.42%0.51%0.58%Q1 2020Q3 20203
HATTON CONSULTING, INC. 330.55%0.58%0.60%Q1 2021Q3 20213
SageGuard Financial Group, LLC 330.21%0.22%0.24%Q4 2020Q2 20213
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 210.01%0.03%0.06%Q4 2020Q4 20213
Keystone Wealth Services, LLC 330.17%0.20%0.23%Q4 2021Q2 20223
C2C Wealth Management, LLC 330.05%0.06%0.06%Q4 2021Q2 20223
Epic Trust Investment Advisors, LLC 332.13%2.20%2.27%Q4 2021Q2 20223
Topel & Distasi Wealth Management, LLC 332.35%3.05%4.40%Q4 2021Q2 20223
Householder Group Estate & Retirement Specialist, LLC 331.05%1.11%1.15%Q4 2021Q2 20223
Union Investments & Development Ltd. 3311.01%11.27%11.56%Q4 2021Q2 20223
Ardent Capital Management, Inc. 330.23%0.27%0.33%Q4 2021Q2 20223
Allspring Global Investments Holdings, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
MARYLAND CAPITAL ADVISORS INC. 331.59%1.67%1.74%Q4 2021Q2 20223
NorthCrest Asset Manangement, LLC 330.04%0.05%0.06%Q4 2021Q2 20223
Helen Stephens Group, LLC 330.22%0.32%0.42%Q4 2021Q2 20223
Collaborative Wealth Managment Inc. 110.14%0.16%0.19%Q1 2021Q2 20223
Wayfinding Financial, LLC 330.24%0.29%0.38%Q4 2021Q2 20223
THEORY FINANCIAL LLC 330.17%0.27%0.34%Q4 2021Q2 20223
Paladin Advisory Group, LLC 335.16%5.80%6.45%Q4 2021Q2 20223
Washington Trust Advisors, Inc. 330.20%0.23%0.25%Q4 2021Q2 20223
SURIENCE PRIVATE WEALTH LLC 330.27%0.30%0.37%Q4 2021Q2 20223
Amplius Wealth Advisors, LLC 330.61%0.70%0.76%Q4 2021Q2 20223
Ameritas Advisory Services, LLC 330.53%0.60%0.64%Q4 2021Q2 20223
GUARDIAN WEALTH ADVISORS, LLC / NC 330.01%0.02%0.02%Q4 2021Q2 20223
CoreCap Advisors, LLC 330.04%0.05%0.06%Q4 2021Q2 20223
INTEGRAL INVESTMENT ADVISORS, INC. 330.21%0.33%0.52%Q4 2021Q2 20223
TAGStone Capital, Inc. 330.54%0.60%0.66%Q4 2021Q2 20223
Snowden Capital Advisors LLC 330.09%0.10%0.10%Q4 2021Q2 20223
Henrickson Nauta Wealth Advisors, Inc. 330.42%0.46%0.48%Q4 2021Q2 20223
Wedmont Private Capital 330.06%0.07%0.08%Q4 2021Q2 20223
Kolinsky Wealth Management, LLC 330.26%0.28%0.29%Q4 2021Q2 20223
Wick Capital Partners, LLC 330.69%1.53%2.21%Q4 2021Q2 20223
Stone Asset Management Inc. 338.96%9.93%11.02%Q4 2021Q2 20223
Congress Wealth Management LLC / DE / 330.04%0.06%0.08%Q4 2021Q2 20223
EUDAIMONIA ADVISORS LLC 330.62%0.68%0.75%Q4 2021Q2 20223
Morling Financial Advisors, LLC 330.10%0.11%0.12%Q4 2021Q2 20223
Waypoint Capital Advisors, LLC 331.12%1.79%2.38%Q4 2021Q2 20223
SAXON INTERESTS, INC. 330.23%1.05%2.58%Q4 2021Q2 20223
Wealth Management Solutions, LLC 330.32%0.39%0.46%Q4 2021Q2 20223
Widmann Financial Services, Inc. 333.02%3.12%3.20%Q4 2021Q2 20223
Financial Connections Group, Inc. 330.96%1.29%1.50%Q4 2021Q2 20223
PACK Private Wealth, LLC 330.36%0.40%0.43%Q4 2021Q2 20223
JMAC ENTERPRISES LLC 335.22%5.84%6.15%Q4 2021Q2 20223
TCWP LLC 330.75%0.86%0.91%Q4 2021Q2 20223
Eagle Strategies LLC 330.79%1.11%1.66%Q4 2021Q2 20223
BLODGETT WEALTH ADVISORS, LLC 3315.60%15.75%15.85%Q4 2021Q2 20223
Von Berge Wealth Management Group, LLC 330.45%0.47%0.50%Q4 2021Q2 20223
UNIONVIEW, LLC 334.70%5.52%6.96%Q4 2021Q2 20223
AIRE ADVISORS, LLC 330.13%0.21%0.28%Q4 2021Q2 20223
Missouri Trust & Investment Co 330.15%0.18%0.20%Q4 2021Q2 20223
Stone Point Wealth LLC 330.20%0.30%0.43%Q4 2021Q2 20223
Sandy Cove Advisors, LLC 330.21%0.27%0.33%Q4 2021Q2 20223
BARNES PETTEY FINANCIAL ADVISORS, LLC 330.67%0.76%0.83%Q4 2021Q2 20223
Pinnacle Private Wealth, LLC 331.95%2.00%2.10%Q4 2021Q2 20223
Perfromance Wealth Partners, LLC 330.06%0.06%0.06%Q4 2021Q2 20223
SFG Wealth Management, LLC. 331.14%1.22%1.34%Q4 2021Q2 20223
Insight Inv LLC 330.09%0.10%0.12%Q4 2021Q2 20223
NEIRG Wealth Management, LLC 330.18%0.20%0.22%Q4 2021Q2 20223
New Millennium Group LLC 330.30%0.32%0.34%Q4 2021Q2 20223
Zullo Investment Group, Inc. 330.01%0.02%0.02%Q4 2021Q2 20223
DENVER WEALTH MANAGEMENT, INC. 115.78%11.11%19.97%Q1 2021Q2 20223
Lauterbach Financial Advisors, LLC 330.34%0.40%0.45%Q4 2021Q2 20223
Morton Brown Family Wealth, LLC 330.12%0.14%0.16%Q4 2021Q2 20223
WEST MICHIGAN ADVISORS, LLC 331.03%1.37%1.67%Q4 2021Q2 20223
DIXON FNANCIAL SERVICES, INC. 333.29%4.08%4.60%Q4 2021Q2 20223
CARDIFF PARK ADVISORS, LLC 330.16%0.18%0.21%Q4 2021Q2 20223
COOK WEALTH MANAGEMENT GROUP LLC 330.23%0.24%0.26%Q4 2021Q2 20223
TILIA FIDUCIARY PARTNERS, INC. 330.02%0.02%0.02%Q4 2021Q2 20223
Investment Advisory Group, LLC 330.48%0.54%0.58%Q4 2021Q2 20223
GUERRA PAN ADVISORS, LLC 330.36%0.37%0.37%Q4 2021Q2 20223
Confluence Wealth Services, Inc. 330.34%0.40%0.50%Q4 2021Q2 20223
City State Bank 330.07%0.08%0.09%Q4 2021Q2 20223
PARAGON FINANCIAL PARTNERS, INC. 336.14%7.67%9.25%Q4 2021Q2 20223
G2 CAPITAL MANAGEMENT, LLC / OH 330.66%0.72%0.76%Q4 2021Q2 20223
Planning Center, Inc. 330.18%0.59%1.23%Q4 2021Q2 20223
AXXCESS WEALTH MANAGEMENT, LLC 330.16%0.19%0.20%Q4 2021Q2 20223
Spinnaker Investment Group, LLC 330.15%0.16%0.17%Q4 2021Q2 20223
HFG Advisors, Inc. 330.57%0.58%0.62%Q4 2021Q2 20223
ICAPITAL WEALTH LLC 330.21%0.23%0.26%Q4 2021Q2 20223
HB Wealth Management, LLC 330.20%0.23%0.27%Q4 2021Q2 20223
Byrne Asset Management LLC 330.02%0.02%0.03%Q4 2021Q2 20223
Autumn Glory Partners, LLC 330.75%0.87%0.93%Q4 2021Q2 20223
Vantage Financial Partners, LLC 330.58%1.97%4.57%Q4 2021Q2 20223
Forum Financial Management, LP 330.18%0.22%0.25%Q4 2021Q2 20223
SBK Financial, Inc. 330.80%0.86%0.90%Q4 2021Q2 20223
OAK HARBOR WEALTH PARTNERS, LLC 330.37%0.42%0.48%Q4 2021Q2 20223
Quent Capital, LLC 331.05%1.10%1.18%Q4 2021Q2 20223
Tyler-Stone Wealth Management 330.12%0.13%0.14%Q4 2021Q2 20223
COMMONS CAPITAL, LLC 330.28%0.29%0.30%Q4 2021Q2 20223
Ascent Group, LLC 330.03%0.03%0.03%Q4 2021Q2 20223
BancFirst Trust & Investment Management 330.37%0.41%0.49%Q4 2021Q2 20223
KARLINSKI ANDREW C 330.00%0.01%0.01%Q4 2021Q2 20223
Clientfirst Wealth Management, LLC 337.16%7.98%9.48%Q4 2021Q2 20223
High Net Worth Advisory Group LLC 330.07%0.14%0.24%Q4 2021Q2 20223
LOWERY THOMAS, LLC 333.00%3.37%3.60%Q4 2021Q2 20223
Strengthening Families & Communities, LLC 330.13%0.16%0.18%Q4 2021Q2 20223
Greenspring Advisors, LLC 330.43%0.48%0.53%Q4 2021Q2 20223
MAYPORT, LLC 331.67%1.86%2.12%Q4 2021Q2 20223
Objective Capital Management, LLC 331.44%1.72%2.13%Q4 2021Q2 20223
Sterling Investment Counsel, LLC 330.95%1.08%1.16%Q4 2021Q2 20223
PROVENCE WEALTH MANAGEMENT GROUP 333.59%3.96%4.33%Q4 2021Q2 20223
Investmark Advisory Group LLC 331.06%1.14%1.24%Q4 2021Q2 20223
Asset Management Resources, LLC 330.30%0.38%0.45%Q4 2021Q2 20223
WARNER FINANCIAL, INC 330.28%0.31%0.34%Q4 2021Q2 20223
WILLNER & HELLER, LLC 333.21%3.23%3.28%Q4 2021Q2 20223
Fortitude Advisory Group L.L.C. 330.15%0.16%0.20%Q4 2021Q2 20223
W ADVISORS, LLC 332.27%2.54%2.84%Q4 2021Q2 20223
FutureAdvisor, Inc. 330.05%0.06%0.07%Q1 2015Q3 20153
Capula Management Ltd 211.42%10.16%26.20%Q4 2015Q1 20173
BOSTON RESEARCH & MANAGEMENT INC 210.06%0.06%0.06%Q2 2021Q1 20223
TITLEIST ASSET MANAGEMENT, LTD. 330.14%0.26%0.33%Q4 2021Q2 20223
Genesis Wealth Advisors, LLC 330.26%0.27%0.29%Q4 2014Q2 20153
Betterment LLC 330.00%0.00%0.00%Q1 2021Q3 20213
OKABENA INVESTMENT SERVICES INC 331.15%1.21%1.32%Q4 2021Q2 20223
Lebenthal Asset Management, LLC 330.03%0.04%0.04%Q3 2016Q1 20173
Verity Asset Management, Inc. 210.24%0.28%0.33%Q3 2015Q3 20183
Itau Unibanco Holding S.A. 330.02%0.02%0.02%Q3 2016Q1 20173
INSPIRION WEALTH ADVISORS, LLC 330.05%0.06%0.06%Q4 2021Q2 20223
FIRST COMMUNITY TRUST NA 330.01%0.01%0.01%Q4 2021Q2 20223
Antonetti Capital Management LLC 210.32%0.34%0.36%Q2 2010Q4 20213
Jolley Asset Management, LLC 330.01%0.04%0.06%Q4 2017Q2 20183
HC FINANCIAL ADVISORS INC 330.02%0.02%0.02%Q1 2020Q3 20203
Ruggie Capital Group 210.01%0.03%0.03%Q2 2015Q4 20183
Neumann Capital Management, LLC 330.13%0.14%0.15%Q4 2021Q2 20223
Bray Capital Advisors 210.00%0.00%0.00%Q2 2015Q1 20183
RESOURCE CONSULTING GROUP INC 330.13%0.17%0.20%Q4 2021Q2 20223
Rikoon Group, LLC 330.26%0.32%0.44%Q3 2016Q1 20173
THOROUGHBRED FINANCIAL SERVICES, LLC 330.03%0.04%0.04%Q4 2021Q2 20223
Valentine Capital Asset Management, Inc. 210.04%0.09%0.12%Q2 2012Q4 20153
HighTower Trust Services, LTA 330.03%0.07%0.10%Q4 2021Q2 20223
J.P. Turner & Co Capital Mnagement, LLC 210.24%0.28%0.38%Q4 2014Q3 20153
Requisite Capital Management, LLC 210.00%0.33%0.52%Q1 2019Q1 20223
Acorn Wealth Advisors, LLC 330.06%0.06%0.07%Q4 2017Q2 20183
MidWestOne Financial Group, Inc. 330.07%0.09%0.10%Q4 2021Q2 20223
Newport Wealth Strategies, Inc. 330.26%0.37%0.44%Q4 2017Q2 20183
Secrest Blakey & Associates, LLC 330.09%0.09%0.10%Q1 2019Q3 20193
Southeast Asset Advisors Inc. 330.03%0.03%0.03%Q2 2021Q4 20213
MORRIS FINANCIAL CONCEPTS, INC. 330.02%0.04%0.06%Q4 2021Q2 20223
Nova R Wealth, Inc. 330.73%4.06%6.63%Q4 2021Q2 20223
CABOT WEALTH MANAGEMENT INC 330.06%0.07%0.08%Q2 2013Q4 20133
Interactive Financial Advisors 210.02%0.05%0.08%Q1 2015Q3 20213
Financial Gravity Companies, Inc. 210.00%0.01%0.01%Q4 2017Q4 20183
FolioMetrix LLC 333.14%3.59%4.06%Q4 2014Q2 20153
Wells Trecaso Financial Group, LLC 330.58%0.59%0.61%Q1 2018Q3 20183
Capital Research Global Investors 110.00%0.00%0.00%Q3 2020Q2 20223
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2020Q2 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.10%0.12%0.13%Q4 2017Q3 20183
Heritage Financial Services, LLC 330.46%0.61%0.79%Q4 2021Q2 20223
CUMBERLAND ADVISORS INC 227.02%7.54%8.06%Q1 2014Q2 20142
HHM Wealth Advisors, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Ferguson Shapiro LLC 220.98%1.90%2.83%Q3 2020Q4 20202
SHELTON WEALTH MANAGEMENT, LLC 220.29%0.30%0.31%Q4 2021Q1 20222
Winch Advisory Services, LLC 220.02%0.36%0.70%Q1 2015Q2 20152
DeDora Capital, Inc. 110.02%0.03%0.03%Q4 2019Q1 20222
Paragon Advisors, LLC 110.61%2.17%3.74%Q3 2020Q2 20222
BALYASNY ASSET MANAGEMENT LLC 220.00%0.07%0.14%Q3 2017Q4 20172
Reliant Wealth Planning 110.12%0.14%0.16%Q2 2020Q2 20222
Y-Intercept (Hong Kong) Ltd 110.08%0.14%0.19%Q3 2021Q2 20222
Claraphi Advisory Network, LLC 110.01%0.01%0.02%Q3 2019Q1 20202
Kearns & Associates LLC 221.51%1.54%1.57%Q4 2021Q1 20222
Kabarec Financial Advisors, Ltd. 220.01%0.01%0.01%Q1 2018Q2 20182
Coe Capital Management, LLC 220.34%0.35%0.35%Q2 2019Q3 20192
Quantitative Investment Management, LLC 110.11%0.35%0.59%Q2 2018Q4 20182
Intelligence Driven Advisers, LLC 110.06%0.87%1.68%Q4 2018Q3 20212
Laurel Wealth Planning LLC 110.03%0.03%0.04%Q3 2021Q2 20222
STABLEFORD CAPITAL II LLC 220.19%0.20%0.21%Q2 2021Q3 20212
VICUS CAPITAL 110.03%0.80%1.58%Q1 2015Q4 20202
RESOLUTE FINANCIAL, LLC 220.19%0.19%0.19%Q4 2021Q1 20222
First Western Trust Bank 220.38%0.42%0.46%Q1 2022Q2 20222
Beaird Harris Wealth Management, LLC 110.24%0.35%0.46%Q4 2021Q2 20222
Sunflower Bank, N.A. 220.13%0.16%0.20%Q2 2020Q3 20202
Anson Capital, Inc. 220.28%0.28%0.28%Q4 2021Q1 20222
HERITAGE INVESTORS MANAGEMENT CORP 220.02%0.02%0.02%Q1 2022Q2 20222
Atlantic Union Bankshares Corp 220.20%0.20%0.20%Q2 2021Q3 20212
Scarborough Advisors, LLC 220.06%0.07%0.08%Q4 2021Q1 20222
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 220.19%0.20%0.20%Q4 2021Q1 20222
HAZLETT, BURT & WATSON, INC. 220.05%0.05%0.05%Q1 2022Q2 20222
Efficient Market Advisors, LLC 110.00%0.00%0.01%Q3 2014Q3 20152
STERNE AGEE GROUP, INC. 220.27%0.28%0.29%Q2 2013Q3 20132
Atlas Private Wealth Advisors 220.01%0.01%0.01%Q2 2021Q3 20212
Vienna Asset Management LLC 220.03%1.46%2.88%Q4 2021Q1 20222
BEL AIR INVESTMENT ADVISORS LLC 220.13%0.14%0.14%Q1 2021Q2 20212
QCM Cayman, Ltd. 220.25%0.35%0.45%Q3 2020Q4 20202
Stadion Money Management, LLC 221.95%3.35%4.76%Q3 2013Q4 20132
ExodusPoint Capital Management, LP 220.01%0.01%0.02%Q1 2021Q2 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.16%0.17%0.18%Q4 2021Q1 20222
Nvest Financial, LLC 225.29%5.34%5.38%Q1 2022Q2 20222
Laidlaw Wealth Management LLC 110.04%0.09%0.15%Q4 2019Q4 20212
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q1 20142
Signator Financial Services, Inc. 221.45%1.47%1.48%Q2 2013Q3 20132
UNITED BANK, INC. 220.30%0.30%0.30%Q2 2017Q3 20172
Sicart Associates LLC 220.15%0.15%0.15%Q2 2018Q3 20182
Cypress Capital Management LLC (WY) 220.00%0.00%0.00%Q4 2014Q1 20152
Braun-Bostich & Associates Inc. 110.00%0.05%0.09%Q2 2020Q4 20212
Davis Capital Management 220.02%0.03%0.03%Q1 2020Q2 20202
ING GROEP NV 220.07%0.07%0.08%Q1 2018Q2 20182
MONEYWISE, INC. 220.13%0.14%0.14%Q4 2021Q1 20222
Echo Street Capital Management LLC 220.25%0.29%0.33%Q1 2022Q2 20222
Eagle Ridge Investment Management 110.02%0.03%0.04%Q3 2020Q4 20212
COWA, LLC 220.02%0.02%0.03%Q4 2020Q1 20212
OneAscent Wealth Management LLC 220.10%0.14%0.18%Q4 2020Q1 20212
COOPER/HAIMS ADVISORS, LLC 110.13%0.18%0.22%Q2 2021Q4 20212
Quad-Cities Investment Group, LLC 220.03%0.03%0.04%Q2 2019Q3 20192
CenterStar Asset Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20192
Sandbox Financial Partners, LLC 220.14%0.17%0.20%Q3 2021Q4 20212
Bickling Financial Services, Inc. 220.12%0.14%0.15%Q1 2021Q2 20212
Cavalier Investments, LLC 110.78%1.04%1.29%Q4 2016Q3 20172
Bain Capital Public Equity Management, LLC 110.07%0.14%0.21%Q2 2018Q4 20182
Aristotle Atlantic Partners, LLC 110.02%0.03%0.04%Q4 2021Q2 20222
Manifold Partners, LLC 220.00%0.01%0.01%Q3 2015Q4 20152
Beacon Capital Management, LLC 220.17%0.17%0.18%Q1 2022Q2 20222
Operose Advisors LLC 110.02%0.02%0.02%Q4 2021Q2 20222
New World Advisors LLC 110.48%0.65%0.82%Q4 2021Q2 20222
DHK Financial Advisors, Inc. 221.56%1.65%1.75%Q1 2022Q2 20222
Capital Wealth Planning, LLC 220.02%0.02%0.03%Q1 2022Q2 20222
NCM Capital Management, LLC 220.84%1.08%1.32%Q1 2022Q2 20222
Virtue Capital Management, LLC 220.03%0.03%0.03%Q4 2017Q1 20182
Aurora Investment Management L.L.C. 2246.56%47.61%48.65%Q3 2015Q4 20152
tru Independence LLC 110.05%0.07%0.10%Q4 2019Q3 20202
USA Financial Portformulas Corp 110.04%0.12%0.19%Q3 2017Q4 20212
Banyan Partners, LLC 220.15%0.18%0.21%Q3 2013Q4 20132
FSC Wealth Advisors, LLC 223.26%5.87%8.49%Q4 2021Q1 20222
AlphaCore Capital LLC 110.05%0.06%0.06%Q4 2019Q2 20222
NORTHERN TRUST CO OF CONNECTICUT 220.02%0.02%0.02%Q2 2013Q3 20132
DSC Advisors, L.P. 220.13%0.48%0.84%Q1 2016Q2 20162
Tuttle Capital Management, LLC 110.70%1.66%2.61%Q2 2017Q1 20182
Lansing Street Advisors 220.03%0.03%0.03%Q1 2022Q2 20222
RAYMOND JAMES TRUST CO. OF NH 224.15%4.18%4.22%Q1 2022Q2 20222
Fund Evaluation Group, LLC 220.79%0.82%0.85%Q2 2013Q3 20132
LITTLE HOUSE CAPITAL LLC 110.03%0.44%0.85%Q1 2019Q2 20202
Cardinal Capital Management 220.10%0.11%0.11%Q3 2020Q4 20202
PRIVATE ASSET MANAGEMENT INC 220.03%0.03%0.03%Q3 2020Q4 20202
Seven Springs Wealth Group, LLC 220.12%0.12%0.13%Q4 2019Q1 20202
Courage Miller Partners, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.63%0.77%0.92%Q2 2013Q3 20132
CETERA INVESTMENT MANAGEMENT LLC 220.13%0.15%0.17%Q4 2015Q1 20162
HGK ASSET MANAGEMENT INC 220.94%0.95%0.96%Q3 2020Q4 20202
Gerber Kawasaki Wealth & Investment Management 110.00%0.01%0.02%Q3 2021Q1 20222
R & A Capital Management, LLC 2224.78%24.92%25.06%Q2 2013Q3 20132
Worth Asset Management, LLC 220.01%0.02%0.03%Q1 2022Q2 20222
Heritage Wealth Advisors 220.18%0.18%0.18%Q4 2014Q1 20152
DRW Securities, LLC 110.19%0.21%0.23%Q3 2013Q1 20142
TIVERTON ASSET MANAGEMENT LLC 224.61%4.89%5.17%Q2 2019Q3 20192
JUMP TRADING, LLC 110.22%0.35%0.47%Q2 2019Q1 20202
Custos Family Office, LLC 220.16%0.18%0.20%Q4 2021Q1 20222
STRINGER ASSET MANAGEMENT, LLC 221.24%1.96%2.69%Q1 2020Q2 20202
Atria Wealth Solutions, Inc. 220.13%0.17%0.20%Q1 2022Q2 20222
CHILTON INVESTMENT CO INC. 220.00%0.01%0.01%Q3 2021Q4 20212
Trek Financial, LLC 110.07%0.12%0.17%Q4 2020Q4 20212
Cahill Wealth Management, LLC 220.36%0.38%0.40%Q1 2022Q2 20222
HOLLAND CAPITAL MANAGEMENT LLC 110.01%0.01%0.02%Q3 2015Q4 20162
BBVA USA 223.99%4.01%4.02%Q2 2021Q3 20212
EASTERN BANK 220.02%0.02%0.02%Q1 2021Q2 20212
CABANA LLC 110.01%0.02%0.02%Q4 2019Q2 20202
Pictet & Cie (Europe) SA 220.07%0.19%0.31%Q1 2015Q2 20152
Connectus Wealth, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
ROCKEFELLER FINANCIAL SERVICES INC 220.01%0.01%0.01%Q2 2013Q3 20132
ANGELES WEALTH MANAGEMENT, LLC 220.13%0.14%0.15%Q1 2022Q2 20222
Financial Guidance Group, Inc. 220.24%0.26%0.27%Q1 2022Q2 20222
IMC-Chicago, LLC 110.01%0.01%0.01%Q4 2019Q1 20212
Next Level Private LLC 224.41%4.71%5.01%Q4 2021Q1 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.02%0.03%0.03%Q1 2022Q2 20222
GRANDFIELD & DODD, LLC 110.01%0.02%0.02%Q3 2019Q4 20212
Coyle Financial Counsel LLC 220.97%1.04%1.12%Q2 2019Q3 20192
Ergoteles LLC 110.18%0.31%0.44%Q2 2021Q2 20222
COMMERZBANK AKTIENGESELLSCHAFT /FI 220.01%0.02%0.03%Q4 2013Q1 20142
Forum Private Client Group LLC 220.76%0.78%0.80%Q1 2022Q2 20222
Walleye Trading LLC 110.00%0.00%0.00%Q4 2021Q4 20212
ARGENT CAPITAL MANAGEMENT LLC 220.01%0.02%0.03%Q3 2016Q4 20162
Legacy CG, LLC 110.05%0.05%0.06%Q4 2021Q2 20222
Sound View Wealth Advisors, LLC 220.72%0.74%0.76%Q4 2018Q1 20192
Institute for Wealth Management, LLC. 110.02%0.04%0.06%Q2 2013Q4 20192
NAPLES GLOBAL ADVISORS, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
STANCORP INVESTMENT ADVISERS INC 220.98%1.05%1.12%Q4 2014Q1 20152
XR Securities LLC 110.10%0.17%0.24%Q2 2022Q2 20222
MetLife Investment Management, LLC 220.07%0.11%0.14%Q1 2022Q2 20222
LeJeune Puetz Investment Counsel LLC 220.46%0.46%0.47%Q2 2018Q3 20182
American Financial Network Advisory Services LLC 220.04%0.04%0.04%Q3 2017Q4 20172
SECURITY NATIONAL BANK OF SO DAK 223.88%3.92%3.96%Q4 2019Q1 20202
Dentgroup LLC 220.61%0.66%0.71%Q1 2022Q2 20222
Invst, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
NOESIS CAPITAL MANGEMENT CORP 220.07%0.07%0.08%Q3 2021Q4 20212
WealthStone, Inc. 220.16%0.16%0.16%Q4 2020Q1 20212
Clean Yield Group 220.01%0.01%0.01%Q2 2016Q3 20162
Planned Solutions, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
Lighthouse Financial Advisors, Inc. 110.06%0.07%0.08%Q4 2019Q4 20202
Arvest Bank Trust Division 220.06%0.06%0.06%Q3 2019Q4 20192
LODESTAR INVESTMENT COUNSEL LLC/IL 220.07%0.08%0.09%Q2 2018Q3 20182
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2018Q4 20212
Belvedere Trading LLC 110.04%0.06%0.08%Q1 2022Q1 20222
Great Diamond Partners, LLC 110.04%0.10%0.16%Q4 2019Q4 20212
180 WEALTH ADVISORS, LLC 220.04%0.05%0.05%Q2 2021Q3 20212
WIPFLI FINANCIAL ADVISORS LLC, 220.02%0.03%0.04%Q1 2022Q2 20222
Johnson Financial Group, LLC 220.17%0.18%0.20%Q2 2021Q3 20212
Axiom Investment Management LLC 220.01%0.02%0.02%Q1 2019Q2 20192
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2019Q1 20222
Wealthstreet Investment Advisors, LLC 221.21%1.21%1.22%Q3 2021Q4 20212
FOUNDERS BANK & TRUST 220.01%2.88%5.76%Q4 2013Q1 20142
Spot Trading L.L.C 110.00%0.00%0.00%Q3 2013Q3 20132
Financial Planners of Cleveland, Inc. 220.48%1.08%1.68%Q4 2021Q1 20222
American Trust 220.03%0.03%0.04%Q4 2021Q1 20222
JFG Wealth Management, LLC 220.10%0.10%0.10%Q1 2022Q2 20222
Bromfield Sneider Wealth Advisors 220.04%0.26%0.49%Q1 2022Q2 20222
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20182
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.65%0.65%0.65%Q3 2018Q3 20181
ASSET PLANNING CORPORATION 110.07%0.07%0.07%Q4 2020Q4 20201
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
OLD MISSION CAPITAL, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Old Port Advisors 110.19%0.19%0.19%Q2 2022Q2 20221
SOUNDMARK WEALTH MANAGEMENT, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Gramercy Funds Management LLC 110.99%0.99%0.99%Q1 2015Q1 20151
Addenda Capital Inc. 110.01%0.01%0.01%Q3 2013Q3 20131
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
NORTH STAR ASSET MANAGEMENT INC 110.03%0.03%0.03%Q2 2015Q2 20151
Crew Capital Management, Ltd. 110.24%0.24%0.24%Q1 2022Q1 20221
GIRARD SECURITIES, INC. 110.21%0.21%0.21%Q3 2016Q3 20161
GUARDIAN LIFE INSURANCE CO OF AMERICA 1115.20%15.20%15.20%Q4 2019Q4 20191
MURPHY CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q4 2019Q4 20191
Newman & Schimel, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Oak Harvest Investment Services 110.05%0.05%0.05%Q4 2021Q4 20211
Pinnacle Wealth Advisors 111.93%1.93%1.93%Q2 2021Q2 20211
Blume Capital Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Berger Financial Group, Inc 110.05%0.05%0.05%Q4 2021Q4 20211
Miramar Fiduciary Corp 110.50%0.50%0.50%Q4 2018Q4 20181
Tufton Capital Management 110.04%0.04%0.04%Q2 2019Q2 20191
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
ForthRight Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
CLEARY GULL INC. 112.05%2.05%2.05%Q1 2015Q1 20151
Stanley-Laman Group, Ltd. 110.05%0.05%0.05%Q4 2015Q4 20151
HIGH POINTE CAPITAL MANAGEMENT LLC 111.89%1.89%1.89%Q4 2021Q4 20211
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q2 20141
BlueCrest Capital Management Ltd 110.09%0.09%0.09%Q4 2014Q4 20141
SANDERS MORRIS HARRIS LLC 110.09%0.09%0.09%Q1 2016Q1 20161
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CHICAGO EQUITY PARTNERS LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Fortis Group Advisors, LLC 110.24%0.24%0.24%Q3 2020Q3 20201
Ciovacco Capital Management LLC 112.11%2.11%2.11%Q4 2020Q4 20201
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Mach-1 Financial Group, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q2 2022Q2 20221
Grassi Investment Management 110.02%0.02%0.02%Q4 2021Q4 20211
Trust Asset Management LLC 110.53%0.53%0.53%Q2 2018Q2 20181
GUGGENHEIM CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Signature Financial Management, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q3 2013Q3 20131
Rosenberg Matthew Hamilton 110.01%0.01%0.01%Q2 2022Q2 20221
Bangor Savings Bank 110.13%0.13%0.13%Q3 2013Q3 20131
Silver Bridge Capital Management LLC 110.44%0.44%0.44%Q2 2013Q2 20131
NEXT Financial Holdings 110.28%0.28%0.28%Q1 2019Q1 20191
Dash Acquisitions Inc. 110.14%0.14%0.14%Q2 2021Q2 20211
Richard P Slaughter Associates Inc 110.08%0.08%0.08%Q4 2019Q4 20191
Stokes & Hubbell Capital Management, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
PARADIGM ASSET MANAGEMENT CO LLC 110.52%0.52%0.52%Q2 2016Q2 20161
DF DENT & CO INC 110.03%0.03%0.03%Q4 2013Q4 20131
Inspire Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q4 2015Q4 20151
COLLECTIVE FAMILY OFFICE LLC 110.16%0.16%0.16%Q4 2020Q4 20201
First Pacific Financial 110.14%0.14%0.14%Q2 2022Q2 20221
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 110.01%0.01%0.01%Q4 2021Q4 20211
APOGEM CAPITAL LLC 110.88%0.88%0.88%Q4 2021Q4 20211
Greystone Financial Group, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Trinity Financial Advisors LLC 110.58%0.58%0.58%Q4 2020Q4 20201
ANCHOR CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q4 2014Q4 20141
FUKOKU MUTUAL LIFE INSURANCE Co 110.11%0.11%0.11%Q2 2021Q2 20211
SENTINEL TRUST CO LBA 110.06%0.06%0.06%Q2 2014Q2 20141
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
TELEMUS BEACON INVESTMENT Co LLC 114.33%4.33%4.33%Q2 2013Q2 20131
TFG Advisers LLC 110.06%0.06%0.06%Q4 2019Q4 20191
BLUE SQUARE ASSET MANAGEMENT, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Lake Hills Wealth Management, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
PHILADELPHIA TRUST CO 110.03%0.03%0.03%Q4 2017Q4 20171
swisspartners Advisors Ltd 110.45%0.45%0.45%Q4 2019Q4 20191
OAK FAMILY ADVISORS, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
INTEGRATED WEALTH COUNSEL, LLC 110.05%0.05%0.05%Q3 2013Q3 20131
Elefante Mark B 110.99%0.99%0.99%Q2 2019Q2 20191
Higher Moment Aurora Fund, LP 118.79%8.79%8.79%Q3 2017Q3 20171
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2017Q3 20171
Safeguard Investment Advisory Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
VALENTINE VENTURES LLC 111.58%1.58%1.58%Q4 2018Q4 20181
CANTOR FITZGERALD, L. P. 110.02%0.02%0.02%Q2 2022Q2 20221
QUATTRO FINANCIAL ADVISORS LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Coppell Advisory Solutions LLC 110.91%0.91%0.91%Q4 2020Q4 20201
SIGNET MANAGEMENT USA, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
COUNTRY CLUB BANK /GFN 111.90%1.90%1.90%Q2 2022Q2 20221
ENCOMPASS WEALTH ADVISORS, LLC 110.23%0.23%0.23%Q2 2022Q2 20221
Chessman Wealth Strategies RIA 112.39%2.39%2.39%Q4 2017Q4 20171
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Goodwin Investment Advisory 110.04%0.04%0.04%Q2 2022Q2 20221
South Shore Capital Advisors 111.21%1.21%1.21%Q3 2021Q3 20211
Menard Financial Group LLC 110.51%0.51%0.51%Q4 2019Q4 20191
High Pines Wealth Management, LLC 110.15%0.15%0.15%Q3 2021Q3 20211
1776 Wealth LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Ronald Blue Trust, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Essex Private Wealth Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Bell Bank 110.06%0.06%0.06%Q2 2022Q2 20221
HBC Financial Services, PLLC 110.01%0.01%0.01%Q3 2020Q3 20201
Guardian Wealth Advisors, LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Weatherstone Capital Management 110.16%0.16%0.16%Q2 2018Q2 20181
Matisse Capital 110.19%0.19%0.19%Q1 2022Q1 20221
Greytown Advisors Inc. 110.20%0.20%0.20%Q4 2016Q4 20161
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
SevenBridge Financial Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
HOWARD FINANCIAL SERVICES, LTD. 110.06%0.06%0.06%Q4 2021Q4 20211
Reby Advisors, LLC 110.42%0.42%0.42%Q4 2020Q4 20201
Greenhouse Funds LLLP 113.86%3.86%3.86%Q4 2021Q4 20211
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Eagle Bay Advisors LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Hefty Wealth Partners 110.19%0.19%0.19%Q4 2015Q4 20151
Financial Consulate Inc. 110.20%0.20%0.20%Q2 2021Q2 20211
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Titan Capital Management, LLC /CA 110.03%0.03%0.03%Q2 2019Q2 20191
J Arnold Wealth Management Co 110.01%0.01%0.01%Q4 2020Q4 20201
Syverson Strege & Co 110.01%0.01%0.01%Q4 2020Q4 20201
Jump Trading, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
GODSEY & GIBB ASSOCIATES 110.03%0.03%0.03%Q4 2019Q4 20191
Seven Post Investment Office LP 110.51%0.51%0.51%Q4 2013Q4 20131
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
American Financial Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
McElhenny Sheffield Capital Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
FURE FINANCIAL CORP 112.12%2.12%2.12%Q3 2020Q3 20201
Strong Tower Advisory Services 112.45%2.45%2.45%Q2 2022Q2 20221
HOLT-SMITH ADVISORS INC 1115.07%15.07%15.07%Q2 2013Q2 20131
WEST CHESTER CAPITAL ADVISORS, INC 110.00%0.00%0.00%Q2 2015Q2 20151
HNP Capital LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Smith Group Asset Management, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
BURKE & HERBERT BANK & TRUST CO 110.23%0.23%0.23%Q4 2019Q4 20191
Miramar Capital, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
OPUS INVESTMENT MANAGEMENT INC 114.84%4.84%4.84%Q4 2014Q4 20141
All Season Financial Advisors, Inc. 115.24%5.24%5.24%Q2 2022Q2 20221
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
SHELTON CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Ziegler Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Austin Asset Management Co Inc 110.06%0.06%0.06%Q4 2021Q4 20211
Alaska Permanent Capital Management 110.01%0.01%0.01%Q2 2019Q2 20191
Lee Capital Holdings LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Baillie Gifford 110.03%0.03%0.03%Q1 2016Q1 20161
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Highview Capital Management LLC/DE/ 110.20%0.20%0.20%Q4 2021Q4 20211
Stonegate Investment Group, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Laffer Tengler Investments 110.01%0.01%0.01%Q1 2021Q1 20211
ADVISOR CONSULTANT NETWORK INC 110.37%0.37%0.37%Q3 2016Q3 20161
Field & Main Bank 110.04%0.04%0.04%Q2 2022Q2 20221
Cassady Schiller Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Endowment Wealth Management, Inc. 110.20%0.20%0.20%Q4 2021Q4 20211
SOCIETE GENERALE 110.08%0.08%0.08%Q2 2016Q2 20161
TradeLink Global Equity LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Luken Investment Analytics, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Transparent Wealth Partners LLC 111.75%1.75%1.75%Q1 2022Q1 20221
Mariner Wealth Advisors-NYC, LLC 111.76%1.76%1.76%Q1 2015Q1 20151
Clarity Wealth Advisors, LLC 110.17%0.17%0.17%Q2 2022Q2 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.04%0.04%0.04%Q2 2018Q2 20181
Peak Capital Management LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Hillman Capital Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 110.16%0.16%0.16%Q4 2021Q4 20211
Rinkey Investments 110.05%0.05%0.05%Q4 2021Q4 20211
SCOPUS ASSET MANAGEMENT, L.P. 110.37%0.37%0.37%Q3 2021Q3 20211
Hollow Brook Wealth Management LLC 110.11%0.11%0.11%Q4 2019Q4 20191
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
EdgeRock Capital LLC 110.52%0.52%0.52%Q2 2022Q2 20221
Leverty Financial Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
HBK INVESTMENTS L P 110.01%0.01%0.01%Q4 2019Q4 20191
Waterloo Capital, L.P. 110.45%0.45%0.45%Q1 2020Q1 20201
Cardinal Point Wealth Management Partners, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Carson Advisory Inc. 110.22%0.22%0.22%Q4 2021Q4 20211
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Disciplined Equity Management, Inc. 110.27%0.27%0.27%Q4 2021Q4 20211
WestEnd Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Boothe Investment Group, Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
STRATEGIC CAPITAL ADVISERS, INC. 110.06%0.06%0.06%Q3 2019Q3 20191
Alpine Global Management, LLC 110.31%0.31%0.31%Q1 2017Q1 20171
AURORA FINANCIAL ADVISORS, LLC 110.40%0.40%0.40%Q4 2017Q4 20171
Chemistry Wealth Management LLC 115.01%5.01%5.01%Q4 2021Q4 20211
Tradeworx Inc. 110.10%0.10%0.10%Q2 2013Q2 20131
Clarfeld Financial Advisors, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
Telemus Investment Management, LLC 112.16%2.16%2.16%Q2 2013Q2 20131
Prosperity Consulting Group, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
ATHERTON LANE ADVISERS, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Claybrook Capital, LLC 110.74%0.74%0.74%Q4 2018Q4 20181
VANCE WEALTH, INC. 112.15%2.15%2.15%Q2 2022Q2 20221
Foresight Wealth Management, LLC 110.25%0.25%0.25%Q4 2018Q4 20181
Barton Investment Management 110.01%0.01%0.01%Q4 2015Q4 20151
Tibra Equities Europe Ltd 112.03%2.03%2.03%Q4 2020Q4 20201
Aries Wealth Management 110.08%0.08%0.08%Q4 2021Q4 20211
PHILLIPS FINANCIAL MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Boston Partners 110.00%0.00%0.00%Q1 2020Q1 20201
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Bernardo Wealth Planning LLC 110.26%0.26%0.26%Q1 2022Q1 20221
Gs Investments, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Garrett Wealth Advisory Group, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
MOORE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q1 2022Q1 20221
Resurgent Financial Advisors LLC 110.20%0.20%0.20%Q2 2022Q2 20221
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Legacy Financial Strategies, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
COMPASS FINANCIAL ADVISORS LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Cordatus Wealth Management LLC 110.84%0.84%0.84%Q1 2022Q1 20221
AlphaCentric Advisors LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Doman Group, LLC 110.46%0.46%0.46%Q4 2021Q4 20211
Questar Asset Management, Inc. 110.31%0.31%0.31%Q4 2018Q4 20181
SILVER OAK SECURITIES, INCORPORATED 110.07%0.07%0.07%Q1 2022Q1 20221
Aspire Wealth Management Corp 110.09%0.09%0.09%Q2 2022Q2 20221
RUSHMORE INVESTMENT ADVISORS, INC. 115.58%5.58%5.58%Q2 2013Q2 20131
Slow Capital, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
VisionPoint Advisory Group, LLC 110.09%0.09%0.09%Q1 2019Q1 20191
Wealthfront Advisers LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Permit Capital Advisors, LLC 110.85%0.85%0.85%Q1 2022Q1 20221
Islet Management, LP 111.64%1.64%1.64%Q4 2019Q4 20191
Aris Wealth Services, Inc. 110.02%0.02%0.02%Q1 2015Q1 20151
Landmark Wealth Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Evolution Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Kingsbury Capital Investment Advisors LLC 110.27%0.27%0.27%Q1 2022Q1 20221
Mizuho Bank, Ltd. 117.60%7.60%7.60%Q4 2018Q4 20181
CIM, LLC 112.10%2.10%2.10%Q1 2015Q1 20151
Landsberg, Bennett, & Dubbaneh LLC 110.16%0.16%0.16%Q1 2021Q1 20211
WealthPlan Investment Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
CASTLE WEALTH MANAGEMENT LLC 110.56%0.56%0.56%Q2 2022Q2 20221
Ritter Daniher Financial Advisory LLC / DE 110.08%0.08%0.08%Q2 2022Q2 20221
Highland Financial Advisors, LLC 116.47%6.47%6.47%Q2 2022Q2 20221
FSM Wealth Advisors, LLC 110.37%0.37%0.37%Q2 2022Q2 20221
Horizons Wealth Management 110.10%0.10%0.10%Q2 2022Q2 20221
Coston, McIsaac & Partners 110.00%0.00%0.00%Q2 2022Q2 20221
Fort Sheridan Advisors LLC 110.06%0.06%0.06%Q4 2021Q4 20211
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q2 2014Q2 20141
Lodge Hill Capital, LLC 115.53%5.53%5.53%Q2 2018Q2 20181
SFMG, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
GFS Private Wealth, LLC 115.70%5.70%5.70%Q4 2017Q4 20171
Intrepid Financial Planning Group LLC 115.08%5.08%5.08%Q2 2022Q2 20221
AI Financial Services LLC 110.43%0.43%0.43%Q4 2017Q4 20171
ISTHMUS PARTNERS, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Provident Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Sendero Wealth Management, LLC 111.46%1.46%1.46%Q2 2022Q2 20221
DIAMOND HILL CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2013Q4 20131
First Bank & Trust 110.01%0.01%0.01%Q1 2017Q1 20171
Mount Lucas Management LP 110.12%0.12%0.12%Q4 2021Q4 20211
Blueshift Asset Management, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Professional Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Chapwood Capital Investment Management, LLC 111.71%1.71%1.71%Q4 2019Q4 20191
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
MASON STREET ADVISORS, LLC 110.16%0.16%0.16%Q3 2013Q3 20131
Thor Advisors, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
WINTRUST INVESTMENTS LLC 110.05%0.05%0.05%Q2 2022Q2 20221
MOULTON WEALTH MANAGEMENT, INC 110.25%0.25%0.25%Q4 2019Q4 20191
GREEN SQUARE CAPITAL ADVISORS LLC 110.82%0.82%0.82%Q4 2018Q4 20181
Lebenthal Holdings,LLC 110.16%0.16%0.16%Q2 2016Q2 20161
Diametric Capital, LP 110.35%0.35%0.35%Q2 2019Q2 20191
GENWORTH FINANCIAL INC 110.00%0.00%0.00%Q2 2013Q2 20131
Gyon Technologies Capital Management, LP 110.55%0.55%0.55%Q4 2021Q4 20211
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Lebenthal Wealth Advisors, LLC 113.77%3.77%3.77%Q2 2016Q2 20161
Sierra Capital LLC 110.01%0.01%0.01%Q2 2022Q2 20221
LEO BROKERAGE, LLC 110.34%0.34%0.34%Q1 2022Q1 20221
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 110.01%0.01%0.01%Q3 2016Q3 20161
Meiji Yasuda Life Insurance Co 110.32%0.32%0.32%Q3 2016Q3 20161
Measured Wealth Private Client Group, LLC 110.07%0.07%0.07%Q3 2018Q3 20181
DAVIDSON INVESTMENT ADVISORS 110.00%0.00%0.00%Q1 2017Q1 20171
Keudell/Morrison Wealth Management 110.14%0.14%0.14%Q4 2021Q4 20211
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q2 20201
PECAUT & CO. 110.00%0.00%0.00%Q3 2019Q3 20191
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.25%0.25%0.25%Q3 2018Q3 20181
Elm Ridge Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Hutchin Hill Capital, LP 112.61%2.61%2.61%Q4 2017Q4 20171
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Sather Financial Group Inc 110.53%0.53%0.53%Q4 2013Q4 20131
Aevitas Wealth Management, Inc. 110.12%0.12%0.12%Q4 2018Q4 20181
PSI Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
IMPAX ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q4 2013Q4 20131
TRAN CAPITAL MANAGEMENT, L.P. 110.06%0.06%0.06%Q4 2018Q4 20181
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
MOGY JOEL R INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q4 2021Q4 20211
PROFFITT & GOODSON INC 110.00%0.00%0.00%Q4 2021Q4 20211
FinTrust Investment Advisory Services, LLC 111.10%1.10%1.10%Q2 2013Q2 20131
PEREGRINE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TOWER TRUST Co 110.16%0.16%0.16%Q1 2014Q1 20141
KAYS FINANCIAL ADVISORY CORP /ADV 110.06%0.06%0.06%Q3 2020Q3 20201
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bayesian Capital Management, LP 110.06%0.06%0.06%Q2 2021Q2 20211

External links

This page lists all the filers that currently own ISHARES TRUST RUS 1000 GRW ETF or have owned ISHARES TRUST RUS 1000 GRW ETF in the past.