ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023120
JANE STREET GROUP, LLC 1310.00%0.02%0.26%Q2 2014Q3 202366
Cutler Group LLC / CA 32320.00%0.03%1.94%Q4 2015Q3 202365
HUNTINGTON NATIONAL BANK 38200.00%0.05%0.29%Q1 2009Q3 202360
BANK OF AMERICA CORP /DE/ 42420.00%0.07%0.16%Q2 2013Q3 202354
Goldstein Munger & Associates 525220.80%34.06%43.97%Q4 2009Q3 202252
Arbor Investment Advisors, LLC 525211.78%14.85%18.48%Q4 2010Q3 202352
Citadel Advisors 1110.00%0.00%0.03%Q1 2014Q3 202351
Rehmann Capital Advisory Group 2910.09%0.24%0.41%Q4 2008Q3 202351
MUFG Americas Holdings Corp 48480.04%0.14%0.27%Q4 2010Q3 202248
HSBC HOLDINGS PLC 47470.01%0.20%0.76%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.02%0.05%0.12%Q1 2012Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.07%0.10%Q2 2013Q3 202345
BROWN ADVISORY INC 42420.00%0.02%0.06%Q2 2013Q3 202345
M&T BANK CORP 26150.00%1.37%3.22%Q2 2013Q3 202344
CPWM, LLC 44440.39%0.87%2.31%Q4 2011Q3 202244
Tortoise Investment Management, LLC 44441.80%2.92%4.32%Q4 2012Q3 202344
CITIGROUP INC 42420.00%0.04%0.11%Q2 2013Q3 202344
Joel Isaacson & Co., LLC 44440.03%0.06%0.11%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.06%0.07%0.09%Q2 2010Q3 202344
Creative Planning 42420.00%0.37%1.00%Q2 2013Q3 202344
New England Private Wealth Advisors LLC 44441.68%2.10%2.81%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.01%0.02%Q4 2012Q3 202344
Franklin, Parlapiano, Turner & Welch, LLC 44448.75%17.76%22.57%Q4 2012Q3 202344
Harbour Capital Advisors, LLC 44441.04%1.77%16.06%Q1 2013Q4 202344
Cetera Advisor Networks LLC 43430.14%0.22%0.29%Q1 2013Q3 202343
Veritable, L.P. 43432.41%3.54%4.89%Q4 2012Q2 202343
US BANCORP \DE\ 42420.02%0.32%0.59%Q2 2013Q3 202343
COMMERCE BANK 43430.20%0.24%0.27%Q1 2013Q3 202343
West Coast Financial LLC 42420.34%0.47%0.71%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.05%0.08%0.11%Q2 2013Q3 202342
Ballentine Partners, LLC 42421.28%2.92%4.98%Q2 2013Q3 202342
MYCIO WEALTH PARTNERS, LLC 42420.33%1.24%2.78%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.07%0.18%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.01%0.01%Q2 2013Q3 202342
Accredited Investors Inc. 42420.19%0.41%0.58%Q2 2013Q3 202342
BRIGHTON JONES LLC 42422.11%5.03%9.91%Q2 2013Q3 202342
Evensky & Katz LLC 42420.14%0.28%0.40%Q2 2013Q3 202342
Indiana Trust & Investment Management CO 42420.96%1.99%3.18%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.35%0.55%0.77%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.01%0.03%Q2 2013Q3 202342
Cetera Advisors LLC 42420.06%0.11%0.33%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.02%0.02%0.03%Q2 2013Q3 202342
DT Investment Partners, LLC 42422.38%3.26%5.09%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.29%0.84%1.06%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.26%0.54%0.82%Q2 2013Q3 202342
M&R CAPITAL MANAGEMENT INC 42420.03%0.18%0.28%Q3 2013Q4 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.36%0.44%0.61%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.05%0.10%Q2 2013Q3 202342
Paragon Capital Management LLC 42420.12%7.45%10.82%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.90%1.20%1.52%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.02%0.11%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42421.67%3.15%4.12%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.01%0.10%0.39%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.02%0.21%0.42%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.08%0.20%1.54%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.72%1.53%2.75%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.04%0.09%0.18%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.05%0.08%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.73%1.59%2.70%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.12%0.38%0.67%Q2 2013Q3 202342
Jaffetilchin Investment Partners, LLC 42420.96%3.80%14.49%Q2 2013Q3 202342
LPL Financial LLC 42420.12%0.52%1.38%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.14%0.37%0.75%Q2 2013Q3 202342
WMS Partners, LLC 42420.23%0.38%0.83%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.19%0.37%1.42%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.01%0.02%Q2 2013Q3 202342
PITCAIRN CO 42421.36%2.14%3.08%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
FMR LLC 42420.04%0.13%0.25%Q2 2013Q3 202342
McKinley Carter Wealth Services, Inc. 42421.31%9.12%20.49%Q2 2013Q3 202342
AMG National Trust Bank 42422.12%2.80%3.62%Q2 2013Q3 202342
Legacy Wealth Management, Inc 424216.41%44.86%73.86%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.47%0.84%1.57%Q2 2013Q3 202342
Retirement Planning Group, LLC 42420.07%0.22%0.53%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.02%0.03%0.05%Q2 2013Q3 202342
PATHSTONE FAMILY OFFICE, LLC 42420.14%1.62%12.08%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.32%1.33%4.14%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.05%0.08%Q2 2013Q3 202342
Coastline Trust Co 42420.12%0.20%0.30%Q2 2013Q3 202342
WASHINGTON TRUST Co 42421.54%1.97%2.23%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.02%0.07%0.14%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.03%0.05%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.07%0.14%0.24%Q2 2013Q3 202342
BOK Financial Private Wealth, Inc. 42422.08%5.34%9.02%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.02%0.09%0.24%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.03%0.16%Q2 2013Q4 202342
JMG Financial Group, Ltd. 42420.48%0.75%1.45%Q2 2013Q3 202342
Smithfield Trust Co 42420.04%0.09%0.11%Q2 2013Q3 202342
CORTLAND ASSOCIATES INC/MO 42420.07%0.09%0.13%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.03%0.04%0.07%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42424.14%5.80%8.94%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42421.63%2.35%4.72%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.30%0.53%0.80%Q2 2013Q3 202342
ICONIQ Capital, LLC 4110.08%2.96%8.72%Q1 2013Q3 202342
REGIONS FINANCIAL CORP 42420.02%0.07%0.14%Q2 2013Q3 202342
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 42420.04%0.05%0.07%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.04%0.20%0.92%Q2 2013Q3 202342
Segment Wealth Management, LLC 42420.06%0.09%0.13%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.33%0.76%1.16%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.01%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
First Horizon Advisors, Inc. 42420.01%0.52%19.46%Q2 2013Q3 202342
CAPITAL CITY TRUST CO/FL 42420.48%1.21%2.71%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.02%0.04%0.06%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.05%0.87%2.14%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.04%1.41%3.15%Q2 2013Q3 202342
RIVERBRIDGE PARTNERS LLC 42420.01%0.01%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.30%0.40%0.66%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.06%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42422.33%3.90%4.65%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.03%0.09%Q2 2013Q3 202342
WADE G W & INC 42420.47%0.78%1.30%Q2 2013Q3 202342
Cypress Capital Group 42420.10%0.23%0.68%Q2 2013Q3 202342
Aspen Investment Management Inc 42420.21%0.32%0.38%Q2 2013Q3 202342
GUYASUTA INVESTMENT ADVISORS INC 42420.17%0.20%0.22%Q2 2013Q3 202342
Modera Wealth Management, LLC 42420.30%3.70%8.67%Q2 2013Q3 202342
Opus Capital Group, LLC 42420.32%2.50%5.00%Q2 2013Q3 202342
FINANCIAL COUNSELORS INC 28130.02%0.04%0.06%Q2 2013Q3 202341
COLONY GROUP LLC 41410.04%1.84%3.42%Q3 2013Q3 202341
Evercore Wealth Management, LLC 3560.22%0.29%0.34%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.14%0.18%0.22%Q2 2013Q2 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.02%0.06%0.22%Q2 2013Q3 202341
Choate Investment Advisors 21200.04%0.14%0.19%Q2 2013Q3 202341
Hilltop Holdings Inc. 41410.14%0.34%2.47%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.03%0.20%Q3 2013Q3 202341
SEGALL BRYANT & HAMILL, LLC 3560.01%0.03%0.06%Q1 2013Q2 202341
FORVIS Wealth Advisors, LLC 41410.09%0.17%0.26%Q3 2013Q3 202341
Waverly Advisors, LLC 41410.06%0.61%5.18%Q3 2013Q3 202341
HALBERT HARGROVE GLOBAL ADVISORS, LLC 23180.22%18.94%49.49%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.04%0.16%Q2 2013Q3 202341
OPPENHEIMER & CO INC 3560.01%0.01%0.02%Q2 2013Q3 202341
TELEMUS CAPITAL, LLC 41412.84%5.85%11.12%Q3 2013Q3 202341
Sandy Spring Bank 3830.42%0.57%0.77%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.02%0.04%0.07%Q2 2013Q3 202341
BOKF, NA 3290.08%2.64%7.75%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 29120.11%0.49%1.42%Q2 2013Q3 202341
Parkside Advisors LLC 414111.61%16.38%23.66%Q4 2013Q4 202341
TD Capital Management LLC 3650.01%0.03%0.10%Q2 2013Q3 202341
Evanson Asset Management, LLC 40400.28%0.38%0.54%Q4 2013Q3 202340
SMITH, MOORE & CO. 40400.17%0.24%0.38%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.10%0.15%1.20%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.65%0.84%1.28%Q4 2013Q3 202340
Madden Advisory Services, Inc. 40400.19%1.80%3.45%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3310.11%0.18%0.35%Q2 2013Q3 202340
National Mutual Insurance Federation of Agricultural Cooperatives 2190.37%4.87%16.10%Q2 2013Q3 202340
COMERICA BANK 3910.05%0.45%1.26%Q2 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.06%0.35%0.73%Q4 2013Q3 202340
Blume Capital Management, Inc. 40400.04%0.05%0.08%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.08%0.33%0.93%Q4 2013Q3 202340
Sequoia Financial Advisors, LLC 40400.03%0.15%0.52%Q4 2013Q3 202340
Fort Point Capital Partners LLC 40400.42%0.95%1.71%Q4 2013Q3 202340
Private Ocean, LLC 40401.06%1.93%3.29%Q4 2013Q3 202340
Vision Capital Management, Inc. 3460.05%0.16%0.24%Q2 2013Q2 202340
Plante Moran Financial Advisors, LLC 39390.01%0.56%2.74%Q1 2014Q3 202339
Horizon Investment Services, LLC 39390.13%0.68%1.66%Q1 2014Q3 202339
CHOREO, LLC 39391.24%4.34%9.50%Q1 2014Q3 202339
FCA CORP /TX 39390.23%1.23%2.79%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.19%0.27%0.52%Q1 2014Q3 202339
SG Americas Securities, LLC 2830.00%0.09%0.26%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.04%0.07%Q1 2014Q3 202339
ARGI Investment Services, LLC 39390.01%0.04%0.10%Q2 2013Q4 202239
Mariner, LLC 3810.02%0.13%0.42%Q4 2013Q3 202339
Corundum Group, Inc. 20191.05%1.76%2.96%Q4 2013Q3 202339
CIBC WORLD MARKET INC. 38380.00%0.00%0.00%Q2 2014Q3 202338
Covington Capital Management 38380.06%0.13%0.21%Q2 2013Q3 202238
Baker Ellis Asset Management LLC 38380.04%0.06%0.09%Q2 2014Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.01%0.05%0.09%Q2 2013Q3 202238
BRR OpCo, LLC 38381.00%4.51%10.54%Q2 2013Q3 202238
BALASA DINVERNO & FOLTZ LLC 38380.05%0.09%0.13%Q2 2013Q3 202238
AVITY INVESTMENT MANAGEMENT INC. 38380.10%0.12%0.16%Q2 2014Q3 202338
North Star Investment Management Corp. 21170.00%0.07%0.55%Q1 2014Q3 202338
Johnson Financial Group, Inc. 38380.06%1.76%4.22%Q2 2014Q3 202338
CONNING INC. 38380.02%0.07%0.11%Q2 2014Q3 202338
Garde Capital, Inc. 38380.05%0.18%0.46%Q2 2014Q3 202338
WEATHERLY ASSET MANAGEMENT L. P. 37370.07%0.25%1.32%Q2 2013Q2 202237
Carnegie Capital Asset Management, LLC 37370.02%0.05%0.08%Q3 2014Q3 202337
BUCKINGHAM STRATEGIC WEALTH, LLC 37370.07%0.49%1.46%Q3 2014Q3 202337
Stratos Wealth Partners, LTD. 37370.07%0.53%1.62%Q3 2014Q3 202337
M Holdings Securities, Inc. 3160.26%1.26%2.49%Q4 2013Q2 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.57%2.66%7.56%Q2 2013Q2 202237
United Asset Strategies, Inc. 37370.08%0.26%1.22%Q3 2014Q3 202337
MAI Capital Management 36360.00%0.10%0.24%Q4 2014Q3 202337
Round Table Services, LLC 3431.48%6.36%17.31%Q2 2013Q3 202237
UBS Group AG 36360.00%0.06%0.09%Q4 2014Q3 202337
Glassman Wealth Services 36361.84%5.70%11.61%Q4 2014Q3 202336
BTC Capital Management, Inc. 21151.64%2.98%4.12%Q3 2014Q3 202336
LS Investment Advisors, LLC 36360.01%0.01%0.03%Q2 2013Q1 202236
People's United Financial, Inc. 36360.06%0.19%0.29%Q2 2013Q1 202236
Caprock Group, LLC 36360.05%0.64%1.00%Q4 2014Q3 202336
Dakota Wealth Management 36360.16%1.67%3.70%Q4 2014Q3 202336
Family Firm, Inc. 36360.62%0.89%1.34%Q4 2014Q3 202336
Neumann Capital Management, LLC 36360.31%0.45%0.64%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.07%0.29%0.49%Q2 2013Q1 202236
Azimuth Capital Management LLC 36360.05%0.11%0.51%Q2 2013Q1 202236
MV CAPITAL MANAGEMENT, INC. 36360.69%0.85%1.24%Q4 2014Q3 202336
ASSETMARK, INC 3330.00%0.15%2.23%Q2 2014Q3 202336
PARTHENON LLC 36360.06%0.07%0.08%Q4 2014Q3 202336
FIDUCIARY COUNSELLING INC 363612.72%20.45%28.06%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.11%0.36%Q4 2013Q3 202336
Diversified Portfolios, Inc. 36360.16%0.50%0.65%Q4 2014Q3 202336
Montecito Bank & Trust 2610.09%0.41%1.10%Q2 2013Q4 202336
ETF Portfolio Partners, Inc. 36363.47%9.90%14.18%Q4 2014Q3 202336
Pure Financial Advisors, LLC 1840.01%0.28%0.75%Q2 2013Q4 202335
Roble, Belko & Company, Inc 35350.51%0.85%2.00%Q1 2015Q3 202335
Emery Howard Portfolio Management, Inc. 35351.99%2.36%2.98%Q2 2013Q4 202135
McCutchen Group LLC 35350.30%0.85%1.08%Q1 2014Q3 202235
Strategic Advisors LLC 2780.09%0.26%0.50%Q2 2013Q3 202335
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1650.00%0.01%0.10%Q2 2013Q1 202234
Sharkey, Howes & Javer 3310.24%0.58%0.97%Q1 2015Q3 202334
COLDSTREAM CAPITAL MANAGEMENT INC 3040.06%0.53%1.39%Q1 2015Q3 202334
HIGHLAND CAPITAL MANAGEMENT, LLC 34340.02%0.07%0.15%Q2 2015Q3 202334
Klingman & Associates, LLC 34340.23%0.58%0.90%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.62%1.78%5.75%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.14%0.22%0.28%Q2 2015Q3 202334
Annex Advisory Services, LLC 22120.02%0.08%0.31%Q2 2013Q3 202334
Glenview Trust Co 2810.18%0.34%0.45%Q4 2010Q3 202334
SEI INVESTMENTS CO 3310.00%0.02%0.38%Q4 2014Q3 202334
BARCLAYS PLC 2710.00%0.00%0.02%Q2 2013Q1 202334
CREDIT SUISSE AG/ 1540.00%0.01%0.06%Q1 2013Q3 202234
Plancorp, LLC 2810.14%0.59%2.20%Q4 2013Q3 202334
BINGHAM OSBORN & SCARBOROUGH LLC 34346.70%8.09%10.28%Q2 2013Q3 202134
MILLENNIUM MANAGEMENT LLC 1410.00%0.01%0.08%Q4 2014Q3 202333
Endurance Wealth Management, Inc. 33330.00%0.01%0.03%Q2 2015Q2 202333
Ancora Advisors LLC 33330.01%0.02%0.05%Q3 2015Q3 202333
SILVERCREST ASSET MANAGEMENT GROUP LLC 33330.03%0.11%0.16%Q3 2015Q3 202333
Tower Research Capital LLC (TRC) 1210.00%0.39%2.27%Q2 2013Q3 202333
Destination Wealth Management 3210.02%0.25%0.52%Q2 2015Q3 202333
Rathbones Group PLC 2340.01%0.01%0.02%Q1 2014Q4 202233
FRANKLIN RESOURCES INC 1490.00%0.01%0.24%Q2 2013Q3 202333
Northside Capital Management, LLC 3030.06%0.12%0.18%Q4 2014Q3 202333
REILLY FINANCIAL ADVISORS, LLC 2850.00%0.01%0.01%Q2 2013Q4 202133
BADGLEY PHELPS & BELL INC 33330.10%0.30%0.41%Q2 2013Q2 202133
DAVENPORT & Co LLC 3210.00%0.01%0.01%Q2 2015Q3 202333
EATON VANCE MANAGEMENT 33330.00%0.00%0.00%Q3 2014Q3 202233
DOWLING & YAHNKE LLC 3210.03%0.05%0.06%Q3 2013Q3 202233
TIEMANN INVESTMENT ADVISORS, LLC 33330.53%0.67%0.80%Q3 2015Q3 202333
Freestone Capital Holdings, LLC 33330.00%0.04%0.10%Q3 2015Q3 202333
LGL PARTNERS, LLC 32320.08%0.18%0.38%Q4 2015Q3 202332
ALLIANCEBERNSTEIN L.P. 3110.00%0.00%0.00%Q1 2014Q3 202332
ANCHOR CAPITAL ADVISORS LLC 3110.01%0.05%0.12%Q3 2015Q3 202332
STALEY CAPITAL ADVISERS INC 3020.03%0.05%0.16%Q4 2013Q3 202332
NICOLET BANKSHARES INC 32320.20%0.38%0.64%Q4 2015Q3 202332
CENTRAL BANK & TRUST CO 32320.00%0.00%0.02%Q4 2015Q3 202332
WATERS PARKERSON & CO., LLC 32320.04%0.05%0.08%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.01%0.01%0.03%Q1 2016Q4 202332
PACIFIC FINANCIAL GROUP INC 2010.07%1.30%5.66%Q2 2013Q3 202332
UMB Bank, n.a. 32320.10%0.17%0.28%Q4 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.01%0.01%0.03%Q4 2015Q3 202332
JFS WEALTH ADVISORS, LLC 32324.31%7.22%10.28%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.79%1.64%2.48%Q4 2015Q3 202332
Regal Wealth Group, Inc. 32321.12%1.38%1.75%Q4 2015Q3 202332
St. Louis Trust Co 32326.13%9.49%12.23%Q4 2015Q3 202332
Clarius Group, LLC 32320.74%1.53%2.88%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.12%0.33%0.53%Q4 2015Q3 202332
CWM, LLC 2480.00%0.02%0.11%Q3 2015Q3 202332
PEOPLES BANK /OH 32321.94%2.13%2.35%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.04%0.24%1.16%Q4 2015Q3 202332
Cornerstone Advisory, LLC 32320.20%0.58%1.72%Q4 2015Q3 202332
FIRST BUSINESS FINANCIAL SERVICES, INC. 3110.07%0.95%5.59%Q2 2015Q3 202332
BlackRock Inc. 32320.00%0.07%0.18%Q4 2015Q3 202332
GOFEN & GLOSSBERG LLC /IL/ 2010.01%0.01%0.02%Q4 2013Q4 202232
BBVA USA Bancshares, Inc. 32320.20%0.29%0.35%Q2 2013Q1 202132
Financial Architects, Inc 2520.03%0.05%0.09%Q2 2013Q1 202232
Neuberger Berman Group LLC 3020.00%0.01%0.04%Q3 2014Q3 202332
Corrigan Financial, Inc. 32320.98%2.27%3.95%Q4 2015Q3 202332
PALLADIUM PARTNERS LLC 32320.03%0.04%0.05%Q2 2013Q1 202132
Private Wealth Advisors, Inc. 31310.22%0.77%1.94%Q2 2013Q4 202031
FULTON BANK, N.A. 31310.05%0.23%0.36%Q2 2016Q4 202331
Geneos Wealth Management Inc. 31310.00%0.04%1.09%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31312.23%2.87%3.78%Q1 2016Q3 202331
WASHINGTON TRUST BANK 2410.02%0.07%0.27%Q1 2014Q2 202331
Kelman-Lazarov, Inc. 31310.10%0.16%0.24%Q1 2016Q3 202331
FLPUTNAM INVESTMENT MANAGEMENT CO 2560.03%0.06%0.10%Q4 2015Q3 202331
Avior Wealth Management, LLC 31310.00%0.04%0.17%Q1 2016Q3 202331
Frontier Wealth Management LLC 31310.03%0.21%0.47%Q4 2014Q2 202231
Bristlecone Advisors, LLC 18130.03%0.09%0.24%Q4 2015Q3 202331
BANK HAPOALIM BM 2040.01%0.08%0.34%Q4 2013Q4 202131
Asset Dedication, LLC 2650.01%0.18%0.42%Q4 2015Q3 202331
McNamara Financial Services, Inc. 31310.09%0.18%0.47%Q1 2016Q3 202331
NORRIS PERNE & FRENCH LLP/MI 31310.06%0.16%0.47%Q1 2014Q3 202131
Eagle Ridge Investment Management 31310.04%0.06%0.08%Q1 2016Q3 202331
Patten Group, Inc. 31310.00%0.23%0.43%Q1 2016Q3 202331
Cable Hill Partners, LLC 2920.09%0.16%0.26%Q4 2014Q3 202231
BNP PARIBAS FINANCIAL MARKETS 2210.00%0.04%0.18%Q4 2014Q3 202331
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2380.03%0.06%0.10%Q4 2015Q3 202331
Whitegate Investment Counselors, Inc. 3010.10%0.41%1.58%Q1 2014Q3 202331
Lido Advisors, LLC 31310.04%0.13%0.60%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.06%0.11%Q4 2015Q3 202331
Parker Investment Management, LLC 31311.38%4.46%6.77%Q1 2016Q3 202331
PEAPACK GLADSTONE FINANCIAL CORP 30300.02%0.05%0.07%Q2 2016Q3 202330
Nicholas Hoffman & Company, LLC. 30300.02%0.08%0.12%Q2 2016Q3 202330
ORRSTOWN FINANCIAL SERVICES INC 30300.12%1.82%7.69%Q4 2014Q1 202230
First Allied Advisory Services, Inc. 30300.09%0.16%0.25%Q2 2013Q3 202030
Callan Capital, LLC 1710.08%1.11%9.66%Q2 2013Q3 202330
MONETA GROUP INVESTMENT ADVISORS LLC 30300.02%0.18%0.37%Q2 2016Q3 202330
Filament LLC 30300.80%1.01%1.18%Q2 2013Q3 202030
Intersect Capital LLC 30300.27%0.57%0.82%Q4 2014Q1 202230
Alpha Cubed Investments, LLC 30300.11%0.30%0.65%Q2 2016Q3 202330
THRIVENT FINANCIAL FOR LUTHERANS 1920.00%0.01%0.03%Q3 2014Q3 202330
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 30300.03%0.04%0.04%Q2 2013Q3 202030
Laird Norton Wetherby Wealth Management, LLC 2910.03%0.14%0.31%Q2 2015Q3 202330
NewSquare Capital LLC 30300.00%0.53%0.85%Q2 2016Q3 202330
Hirtle Callaghan & Co LLC 1430.04%0.67%3.50%Q3 2013Q3 202330
Country Club Trust Company, n.a. 2460.03%0.18%0.47%Q1 2014Q4 202130
Cornerstone Advisors, Inc. 30300.16%0.91%2.64%Q2 2013Q3 202030
Catalyst Capital Advisors LLC 29293.52%10.60%12.60%Q3 2016Q3 202329
Hemenway Trust Co LLC 15140.03%0.12%0.31%Q4 2013Q3 202329
Sigma Planning Corp 2270.02%0.06%0.24%Q4 2014Q1 202229
Smith Affiliated Capital Corp. 2630.02%0.54%1.64%Q2 2010Q3 201729
Legal & General Group Plc 1720.00%0.00%0.00%Q1 2016Q3 202329
Domani Wealth, LLC 29290.10%1.39%3.24%Q1 2016Q1 202329
ROPES WEALTH ADVISORS LLC 29290.03%0.11%0.22%Q3 2016Q3 202329
Perigon Wealth Management, LLC 2010.01%0.16%0.50%Q3 2011Q3 202329
ISTHMUS PARTNERS, LLC 1610.03%0.05%0.11%Q4 2014Q3 202328
Parallel Advisors, LLC 28280.04%0.25%0.90%Q4 2016Q3 202328
Legacy Advisors, LLC 28280.12%1.31%2.75%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.19%0.59%1.00%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28281.01%1.33%2.42%Q2 2013Q1 202028
Cetera Investment Advisers 16120.04%0.13%0.20%Q3 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.02%0.03%0.05%Q1 2016Q4 202228
RFG Advisory, LLC 2710.03%0.39%2.56%Q2 2015Q3 202328
AlphaMark Advisors, LLC 28280.00%0.05%0.10%Q4 2016Q3 202328
Jefferies Group LLC 28280.00%0.01%0.01%Q2 2013Q1 202028
Mandatum Life Insurance Co Ltd 28280.05%0.06%0.10%Q4 2015Q3 202228
Litman Gregory Wealth Management LLC 2620.02%0.38%0.84%Q3 2016Q3 202328
SigFig Wealth Management, LLC 28280.17%0.34%0.75%Q4 2016Q3 202328
OXFORD FINANCIAL GROUP, LTD. LLC 28280.54%1.61%3.52%Q4 2016Q3 202328
Bryn Mawr Capital Management, LLC 28280.12%0.86%1.74%Q4 2016Q3 202328
Shepherd Financial Partners LLC 28280.10%0.14%0.20%Q4 2016Q3 202328
MASSMUTUAL TRUST CO FSB/ADV 2410.01%0.01%0.02%Q4 2013Q4 202328
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.19%0.25%0.32%Q4 2016Q3 202328
Pflug Koory, LLC 28280.08%0.08%0.10%Q4 2016Q3 202328
Brightworth 28280.09%0.63%10.88%Q4 2015Q3 202228
FLAGSHIP HARBOR ADVISORS, LLC 28280.04%0.09%0.24%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.20%0.31%0.49%Q4 2016Q3 202328
LAZARD ASSET MANAGEMENT LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
STATE STREET CORP 2010.00%0.00%0.00%Q4 2013Q3 202328
JAMES INVESTMENT RESEARCH INC 28280.02%0.31%0.55%Q4 2016Q3 202328
LVW Advisors, LLC 2170.04%0.42%2.60%Q4 2014Q1 202228
Blankinship & Foster, LLC 28280.18%0.43%0.75%Q4 2016Q3 202328
Millburn Ridgefield Corp 282812.40%14.66%16.00%Q4 2016Q3 202328
DAIDO LIFE INSURANCE CO 282813.33%24.42%34.86%Q4 2016Q3 202328
Riverpoint Wealth Management Holdings, LLC 28280.82%0.98%1.21%Q4 2016Q3 202328
Boston Trust Walden Corp 28280.01%0.01%0.01%Q4 2016Q3 202328
Syntal Capital Partners, LLC 28280.04%6.35%17.96%Q1 2014Q4 202028
Conservest Capital Advisors, Inc. 27273.26%3.70%4.73%Q1 2017Q3 202327
RWA WEALTH PARTNERS, LLC 27270.03%0.23%0.46%Q1 2017Q3 202327
Windsor Capital Management, LLC 1530.07%0.12%0.19%Q2 2013Q4 202127
MISSION WEALTH MANAGEMENT, LP 27270.04%0.07%0.11%Q1 2017Q3 202327
Paracle Advisors, LLC 27271.54%2.25%3.85%Q3 2014Q1 202127
AllSquare Wealth Management LLC 2520.01%0.01%0.01%Q4 2016Q3 202327
Highland Private Wealth Management 1891.16%1.74%2.39%Q4 2015Q3 202227
Legacy Private Trust Co. 27270.04%0.06%0.07%Q1 2017Q3 202327
Cribstone Capital Management, LLC 27270.00%0.02%0.05%Q2 2016Q4 202227
OLD NATIONAL BANCORP /IN/ 1910.03%0.23%0.52%Q1 2015Q3 202327
WESBANCO BANK INC 16110.01%0.08%0.46%Q4 2016Q3 202327
Calamos Wealth Management LLC 27270.05%0.14%0.22%Q1 2017Q3 202327
Confluence Wealth Management LLC 27270.25%0.59%1.49%Q1 2014Q3 202027
Cordasco Financial Network 27271.36%31.06%36.24%Q4 2015Q2 202227
Simmons Bank 27270.15%0.19%0.26%Q1 2017Q3 202327
TWO SIGMA INVESTMENTS, LP 710.00%0.02%0.04%Q3 2013Q3 202327
JT Stratford LLC 27273.01%5.19%8.01%Q1 2017Q3 202327
Aureus Asset Management, LLC 1410.01%0.08%0.27%Q2 2013Q4 202127
AJ WEALTH STRATEGIES, LLC 27270.06%0.14%0.32%Q4 2016Q2 202327
TWO SIGMA SECURITIES, LLC 1310.00%0.13%1.64%Q1 2016Q3 202327
COURIER CAPITAL LLC 2610.05%0.06%0.09%Q4 2016Q3 202327
Norway Savings Bank 2520.05%0.09%0.14%Q4 2016Q3 202327
Asset Planning Services, Ltd. 27270.22%0.33%0.47%Q2 2015Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.09%0.15%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.03%0.07%0.16%Q4 2016Q3 202327
Ironwood Financial, llc 2340.01%0.02%0.02%Q4 2014Q3 202127
ZWJ INVESTMENT COUNSEL INC 27270.03%0.07%0.14%Q1 2017Q3 202327
Flaharty Asset Management, LLC 2240.14%0.37%2.02%Q1 2017Q3 202326
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.00%0.02%Q2 2013Q3 201926
Rinet Co LLC 262635.98%46.88%61.83%Q2 2015Q3 202126
Fiera Capital Corp 26260.00%0.01%0.04%Q2 2017Q3 202326
Brookstone Capital Management 2420.00%0.02%0.05%Q2 2015Q3 202326
OneDigital Investment Advisors LLC 26260.02%0.10%0.40%Q2 2017Q3 202326
Strategic Wealth Partners Group, LLC 1070.06%1.00%1.35%Q2 2016Q3 202326
Sand Hill Global Advisors, LLC 26260.10%0.17%0.91%Q2 2017Q3 202326
LINCOLN NATIONAL CORP 26260.01%0.04%0.07%Q2 2017Q3 202326
Cerity Partners LLC 2510.12%0.39%1.57%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.07%0.24%0.41%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.08%0.17%0.30%Q2 2013Q3 201926
Chicago Partners Investment Group LLC 26260.12%0.20%0.62%Q2 2017Q3 202326
Regal Investment Advisors LLC 1410.02%0.06%0.24%Q2 2014Q3 202326
Mirae Asset Global Investments Co., Ltd. 2330.01%0.04%0.10%Q1 2011Q1 201926
AXA S.A. 26260.04%0.13%0.17%Q2 2013Q3 201926
GenWealth Group, Inc. 26260.54%0.86%1.38%Q2 2017Q3 202326
Pacific Center for Financial Services 2230.02%0.02%0.03%Q2 2017Q3 202325
Gemmer Asset Management LLC 2320.23%0.29%0.46%Q1 2014Q3 202325
CAHABA WEALTH MANAGEMENT, INC. 25250.08%0.54%1.60%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.02%Q1 2017Q3 202325
MPS Loria Financial Planners, LLC 21425.95%33.38%39.32%Q2 2017Q3 202325
Horan Securities, Inc. 1110.02%0.05%0.11%Q3 2016Q2 202325
QS Investors, LLC 2410.00%5.57%8.91%Q4 2014Q2 202125
Capital Investment Advisors, LLC 25250.02%0.02%0.03%Q4 2017Q4 202325
HM PAYSON & CO 1960.01%0.07%0.22%Q1 2017Q3 202325
NEXT Financial Group, Inc 1320.00%0.04%0.10%Q3 2014Q4 202125
YorkBridge Wealth Partners, LLC 25250.17%0.21%0.30%Q4 2016Q4 202225
Valeo Financial Advisors, LLC 25250.22%0.40%0.77%Q3 2017Q3 202325
FAS Wealth Partners, Inc. 25250.03%0.05%0.08%Q3 2017Q3 202325
TIAA, FSB 25250.51%0.85%1.21%Q2 2017Q2 202325
Burt Wealth Advisors 25250.02%0.02%0.04%Q4 2014Q4 202025
Stordahl Capital Management, Inc. 24240.44%0.56%0.71%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.18%0.22%0.26%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.26%0.32%0.35%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.01%0.01%0.03%Q4 2017Q3 202324
Winthrop Advisory Group LLC 24241.32%10.28%16.86%Q4 2017Q3 202324
Rice Partnership, LLC 24240.21%2.81%4.15%Q4 2017Q3 202324
C M BIDWELL & ASSOCIATES LTD 24240.56%3.01%7.02%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.08%0.13%0.16%Q4 2017Q3 202324
KANAWHA CAPITAL MANAGEMENT LLC 1410.02%0.06%0.09%Q2 2013Q2 202324
SYM FINANCIAL Corp 24240.01%0.04%0.09%Q4 2017Q3 202324
RMB Capital Management, LLC 24240.04%0.28%0.40%Q4 2017Q3 202324
Keel Point, LLC 24241.26%5.08%9.66%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.11%0.14%Q4 2017Q3 202324
Palisade Asset Management, LLC 24240.04%0.08%0.10%Q4 2017Q3 202324
TWO SIGMA ADVISERS, LP 910.00%0.01%0.02%Q3 2014Q3 202324
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24240.05%0.09%0.15%Q4 2017Q3 202324
Asset Management Group, Inc. 1910.07%0.07%0.08%Q2 2017Q3 202324
WEALTHCARE CAPITAL MANAGEMENT LLC 2110.00%0.03%0.04%Q1 2014Q4 202224
Parallax Volatility Advisers, L.P. 1940.00%0.00%0.00%Q3 2013Q2 201924
FCG ADVISORS, LLC 24240.21%0.82%1.58%Q4 2014Q3 202024
Jackson Wealth Management, LLC 2310.32%1.70%5.00%Q4 2014Q4 202224
EP Wealth Advisors, LLC 2040.02%0.06%0.13%Q3 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24241.54%2.35%3.83%Q4 2015Q3 202124
Lenox Wealth Advisors, LLC 1950.02%0.04%0.08%Q3 2014Q1 202224
Fernwood Investment Management, LLC 24241.01%1.16%1.34%Q4 2017Q3 202324
Balentine LLC 24240.02%0.03%0.03%Q4 2017Q3 202324
Waldron Private Wealth LLC 24240.08%0.16%0.24%Q4 2017Q3 202324
Abacus Planning Group, Inc. 24240.26%0.88%2.30%Q4 2017Q3 202324
ARCADIA INVESTMENT MANAGEMENT CORP/MI 24240.02%0.03%0.06%Q4 2017Q3 202324
Hamilton Capital, LLC 24240.46%2.80%6.24%Q4 2017Q3 202324
Vista Private Wealth Partners. LLC 2130.37%0.49%0.69%Q3 2017Q3 202324
Copperwynd Financial, LLC 24244.01%5.69%6.74%Q4 2017Q3 202324
NORTHWEST WEALTH MANAGEMENT, LLC 24240.15%0.23%0.37%Q4 2016Q3 202224
IHT Wealth Management, LLC 1860.01%0.15%1.71%Q4 2016Q3 202324
AE Wealth Management LLC 24240.01%0.04%0.22%Q4 2017Q3 202324
Avestar Capital, LLC 24241.08%3.81%7.69%Q4 2017Q3 202324
Parisi Gray Wealth Management 24240.20%0.74%3.12%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24242.98%4.08%6.40%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.09%0.38%1.98%Q4 2017Q3 202324
Columbus Macro, LLC 24240.09%0.16%0.26%Q4 2017Q3 202324
BDO Wealth Advisors, LLC 2210.00%0.00%0.01%Q2 2017Q2 202323
Haverford Trust Co 23230.01%0.01%0.02%Q1 2018Q3 202323
Diversified Trust Co 1510.01%0.04%0.08%Q4 2017Q4 202323
Crestwood Advisors Group, LLC 1710.00%0.02%0.04%Q4 2014Q3 202323
Capital Analysts, LLC 1910.00%0.01%0.02%Q4 2014Q3 202323
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23230.06%0.07%0.09%Q1 2018Q3 202323
HL FINANCIAL SERVICES LLC 1850.02%0.03%0.05%Q2 2013Q1 201923
USA FINANCIAL FORMULAS 2030.00%0.31%0.91%Q4 2017Q3 202323
Brinker Capital Investments, LLC 1010.00%0.08%0.34%Q4 2015Q4 202223
O'Brien Wealth Partners LLC 23230.10%0.20%0.46%Q1 2018Q3 202323
Chesapeake Wealth Management 23230.15%0.16%0.17%Q1 2018Q3 202323
FIRST CITIZENS BANK & TRUST CO 1820.02%0.18%2.09%Q2 2013Q3 202323
Lattice Strategies LLC 23230.39%1.23%3.16%Q2 2013Q4 201823
Atria Investments, Inc 1010.02%0.08%0.25%Q2 2015Q3 202323
Berkeley Capital Partners, LLC 23230.20%0.34%0.44%Q1 2018Q3 202323
SIMON QUICK ADVISORS, LLC 1110.02%0.91%5.35%Q1 2017Q3 202323
Simplicity Solutions, LLC 1130.00%1.04%5.07%Q2 2015Q3 202323
MGO ONE SEVEN LLC 2120.05%0.13%0.20%Q4 2017Q3 202323
IBERIABANK CORP 23230.09%0.30%0.57%Q4 2014Q2 202023
TIEDEMANN ADVISORS, LLC 23230.23%0.38%0.56%Q1 2018Q3 202323
Doyle Wealth Management 23230.08%0.16%0.25%Q1 2017Q3 202223
GREENWOOD GEARHART INC 1490.05%0.08%0.17%Q4 2017Q3 202323
Truepoint, Inc. 12110.03%0.04%0.06%Q2 2017Q3 202323
Brand Asset Management Group, Inc. 22220.84%0.97%1.14%Q2 2018Q3 202322
Fiduciary Trust Co International of Pennsylvania 1710.09%0.19%0.38%Q2 2013Q1 202022
Argent Trust Co 22220.02%0.07%0.11%Q2 2018Q3 202322
Wealthcare Advisory Partners LLC 11110.00%0.09%0.82%Q3 2017Q3 202322
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2110.04%0.10%0.14%Q1 2015Q1 202122
CAPITAL ADVISORS INC/OK 1210.01%0.02%0.03%Q4 2016Q3 202322
Bedel Financial Consulting, Inc. 22220.00%0.03%0.08%Q1 2018Q2 202322
Carroll Financial Associates, Inc. 22220.02%0.03%0.07%Q3 2016Q4 202122
BRYN MAWR TRUST Co 2110.01%0.08%0.11%Q2 2015Q3 202322
SCHRODER INVESTMENT MANAGEMENT GROUP 1320.10%0.23%0.43%Q3 2015Q3 202322
Vishria Bird Financial Group, LLC 22220.49%0.59%0.79%Q2 2018Q3 202322
Sterling Capital Management LLC 22220.03%0.18%0.25%Q2 2014Q3 201922
GEODE CAPITAL MANAGEMENT, LLC 22220.00%0.00%0.00%Q4 2013Q1 201922
DAVIS R M INC 22220.01%0.29%0.44%Q2 2018Q3 202322
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q2 2013Q3 202322
VOYA INVESTMENT MANAGEMENT LLC 22220.00%0.00%0.02%Q2 2018Q3 202322
Allworth Financial LP 1910.00%0.02%0.22%Q3 2013Q3 202322
Beaumont Financial Partners, LLC 1310.03%0.64%2.21%Q2 2013Q3 202222
WEBSTER BANK, N. A. 12100.02%0.10%0.20%Q4 2016Q3 202322
Capital Asset Advisory Services LLC 21210.05%0.16%0.46%Q3 2018Q3 202321
Westside Investment Management, Inc. 1510.00%0.01%0.04%Q3 2017Q3 202321
Integrated Wealth Concepts LLC 1920.01%0.10%0.31%Q4 2017Q3 202321
RAYMOND JAMES TRUST N.A. 21210.01%0.03%0.04%Q3 2018Q3 202321
Baker Avenue Asset Management, LP 1650.02%0.57%2.22%Q1 2016Q3 202321
SRS Capital Advisors, Inc. 1040.00%0.02%0.06%Q4 2016Q3 202321
CLIFFORD SWAN INVESTMENT COUNSEL LLC 21210.02%0.02%0.03%Q3 2018Q3 202321
NWAM LLC 1510.01%0.07%0.13%Q4 2016Q3 202321
Mosaic Financial Partners, Inc. 21212.28%5.53%6.80%Q2 2013Q2 201821
Starfire Investment Advisers, Inc. 11100.61%0.69%0.88%Q1 2015Q2 202021
VALLEY NATIONAL ADVISERS INC 2010.01%0.01%0.01%Q1 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
TCI Wealth Advisors, Inc. 1710.00%0.01%0.04%Q1 2015Q1 202321
FIRST HAWAIIAN BANK 21210.01%0.17%0.44%Q3 2018Q3 202321
Rossmore Private Capital 1380.08%0.23%0.35%Q1 2018Q3 202321
BROWN BROTHERS HARRIMAN & CO 1150.00%0.00%0.02%Q2 2014Q3 202321
Arete Wealth Advisors, LLC 1110.02%0.07%0.18%Q2 2017Q3 202321
Resource Planning Group 21210.46%0.72%2.12%Q3 2018Q3 202321
Chandler Asset Management, Inc. 21210.27%0.46%0.82%Q3 2018Q3 202321
LBJ Family Wealth Advisors, Ltd. 21210.45%0.72%0.83%Q4 2018Q4 202321
Midwest Professional Planners, LTD. 21214.24%5.61%7.23%Q4 2017Q4 202221
SALEM INVESTMENT COUNSELORS INC 1830.01%0.01%0.02%Q3 2016Q3 202321
AdvisorNet Financial, Inc 2010.00%0.01%0.01%Q4 2017Q3 202321
HANCOCK WHITNEY CORP 21210.02%0.14%1.22%Q3 2018Q3 202321
Strategic Wealth Partners, Ltd. 2010.00%0.27%0.54%Q4 2017Q1 202321
Summit Financial, LLC 20200.07%0.14%0.40%Q4 2018Q3 202320
Omega Financial Group, LLC 20203.60%4.56%6.36%Q4 2018Q3 202320
CHILTON INVESTMENT CO INC. 20200.11%0.13%0.16%Q4 2018Q3 202320
Certified Advisory Corp 1190.23%0.35%0.52%Q4 2017Q1 202320
Capital Investment Advisory Services, LLC 20200.02%0.03%0.06%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.18%0.73%2.10%Q4 2018Q3 202320
DUBUQUE BANK & TRUST CO 1610.01%0.06%0.33%Q4 2015Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20201.02%1.53%2.00%Q2 2016Q1 202120
NewEdge Advisors, LLC 20200.11%0.52%0.86%Q4 2018Q3 202320
JANICZEK WEALTH MANAGEMENT, LLC 20200.00%0.02%0.02%Q4 2018Q3 202320
CENTAURUS FINANCIAL, INC. 1410.01%0.07%0.15%Q2 2018Q3 202320
Ellevest, Inc. 20200.06%0.12%0.25%Q4 2018Q3 202320
Heritage Wealth Advisors 20200.05%0.11%0.18%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.17%0.31%0.49%Q4 2015Q3 202020
Delta Investment Management, LLC 20200.12%0.19%0.49%Q4 2018Q3 202320
LONDON CO OF VIRGINIA 1810.00%0.04%0.15%Q4 2016Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20201.21%2.36%3.38%Q4 2018Q3 202320
BLUESTEIN R H & CO LLC 1910.01%0.14%0.26%Q4 2016Q3 202220
ALESCO ADVISORS LLC 20200.01%0.03%0.08%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.03%0.09%0.15%Q4 2017Q4 202220
American Portfolios Advisors 20200.05%0.12%0.56%Q4 2017Q3 202220
TWIN FOCUS CAPITAL PARTNERS, LLC 1610.10%0.67%2.40%Q3 2014Q3 202320
Meridian Wealth Advisors, LLC 20200.18%0.22%0.28%Q4 2018Q3 202320
BRINKER CAPITAL INC 20200.49%0.79%1.34%Q3 2015Q2 202020
CIBC BANK USA 1550.04%0.71%2.44%Q2 2013Q4 201920
ZEKE CAPITAL ADVISORS, LLC 1190.01%0.02%0.04%Q4 2017Q4 202220
Ellis Investment Partners, LLC 20200.38%0.46%0.57%Q4 2018Q3 202320
PATTON ALBERTSON MILLER GROUP, LLC 1810.04%0.08%0.16%Q2 2015Q3 202320
MONECO Advisors, LLC 20200.14%0.35%0.85%Q4 2018Q3 202320
McIlrath & Eck, LLC 20200.00%0.01%0.01%Q4 2017Q3 202220
Alera Investment Advisors, LLC 20200.06%2.54%11.85%Q4 2018Q3 202320
DIVIDEND ASSETS CAPITAL, LLC 1820.00%0.00%0.01%Q1 2016Q3 202320
Campbell Wealth Management 20200.82%5.78%11.01%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.06%0.22%0.54%Q4 2018Q3 202320
Hillcrest Wealth Advisors - NY, LLC 20201.17%1.34%1.50%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.07%0.10%0.19%Q4 2018Q3 202320
Huntington Steele LLC 20201.27%1.54%1.76%Q2 2013Q1 201820
Legacy Bridge, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Broadview Financial Management, LLC 20200.92%1.24%1.50%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
MARSHALL FINANCIAL GROUP INC /ADV 20200.61%0.82%1.03%Q4 2018Q3 202320
Edgestream Partners, L.P. 510.01%0.11%0.55%Q2 2014Q3 202320
American Financial Advisors, LLC 20201.41%3.65%5.32%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20200.30%0.47%0.61%Q4 2016Q3 202120
Larson Financial Group LLC 20200.02%0.04%0.07%Q4 2018Q3 202320
Strategic Investment Advisors / MI 1810.70%4.68%9.74%Q4 2018Q3 202319
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19190.01%0.19%0.68%Q1 2019Q3 202319
Wealthquest Corp 1450.09%0.15%0.24%Q4 2018Q3 202319
Sepio Capital, LP 19190.49%1.06%2.75%Q1 2019Q3 202319
Private Capital Group, LLC 19190.63%1.27%1.79%Q4 2017Q2 202219
ASSOCIATED BANC-CORP 19190.02%0.04%0.06%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.20%2.40%3.02%Q1 2019Q3 202319
Corient Capital Partners, LLC 1540.02%0.05%0.15%Q3 2016Q2 202119
Schoolcraft Capital LLC 19197.04%8.53%10.08%Q1 2019Q3 202319
Financial Gravity Asset Management, Inc. 830.00%0.04%0.20%Q1 2018Q3 202319
TimeScale Financial, Inc. 19190.26%0.55%2.28%Q4 2018Q2 202319
BLB&B Advisors, LLC 1320.02%0.04%0.06%Q4 2016Q3 202319
B. Riley Wealth Management, Inc. 940.00%0.21%0.58%Q1 2014Q2 202219
WEST PACES ADVISORS INC. 19190.20%0.25%0.32%Q1 2019Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.12%0.22%Q1 2019Q3 202319
Tidal Investments LLC 1810.01%0.19%1.05%Q4 2018Q3 202319
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2017Q2 202019
MERCER GLOBAL ADVISORS INC /ADV 19190.13%0.30%0.85%Q1 2019Q3 202319
TSFG, LLC 19190.72%0.92%1.31%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.04%0.09%0.25%Q4 2018Q3 202319
Voya Financial Advisors, Inc. 19190.01%0.02%0.03%Q3 2016Q1 202119
Lenox Wealth Management, Inc. 19190.16%0.27%0.59%Q4 2015Q2 202019
Pegasus Partners Ltd. 19190.14%0.21%0.48%Q1 2019Q3 202319
Graves Light Lenhart Wealth, Inc. 1721.36%1.58%1.77%Q4 2018Q3 202319
Creegan & Nassoura Financial Group, LLC 1410.20%0.23%0.25%Q4 2014Q3 202319
PLANNING ALTERNATIVES LTD /ADV 19190.09%0.18%0.57%Q2 2013Q4 201719
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 19190.00%0.35%0.55%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19190.06%0.07%0.08%Q2 2013Q4 201719
Walleye Trading LLC 640.00%0.00%0.00%Q3 2014Q2 201719
FOSTER DYKEMA CABOT & CO INC/MA 18180.13%0.16%0.20%Q3 2015Q4 201918
NATIONAL PLANNING CORP 18180.08%0.11%0.15%Q2 2013Q3 201718
FIDUCIARY TRUST CO 18180.03%0.03%0.04%Q2 2019Q3 202318
Jacobus Wealth Management, Inc. 18180.38%0.43%0.51%Q2 2013Q3 201718
Charles Schwab Investment Advisory, Inc. 18181.86%7.15%13.06%Q2 2013Q3 201718
Pinnacle Advisory Group, Inc. 18180.01%0.02%0.02%Q4 2016Q1 202118
Summit Asset Management, LLC 1410.07%0.09%0.10%Q2 2018Q3 202318
BB&T SECURITIES, LLC 1130.01%0.15%0.30%Q2 2013Q3 201918
Valmark Advisers, Inc. 1410.00%0.01%0.01%Q3 2018Q3 202318
ATLANTA CAPITAL MANAGEMENT CO L L C 1530.00%0.03%0.11%Q1 2018Q3 202218
1ST SOURCE BANK 1350.02%0.03%0.03%Q4 2018Q3 202318
Abundance Wealth Counselors 1110.16%0.19%0.22%Q4 2018Q3 202318
UNITED SERVICES AUTOMOBILE ASSOCIATION 18180.00%0.26%0.87%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.10%0.15%0.22%Q2 2013Q3 201718
Rockefeller Capital Management L.P. 18180.00%0.02%0.08%Q2 2019Q3 202318
PINNACLE ASSOCIATES LTD 1350.01%0.01%0.01%Q4 2018Q3 202318
Next Capital Management LLC 1530.15%0.77%1.46%Q4 2018Q3 202318
Belpointe Asset Management LLC 18180.01%0.05%0.22%Q2 2019Q3 202318
Zhang Financial LLC 1620.04%0.30%0.45%Q4 2018Q3 202318
DEUTSCHE BANK AG\ 710.00%0.00%0.04%Q3 2013Q3 202318
Sound View Wealth Advisors Group, LLC 18180.14%0.22%0.28%Q2 2019Q3 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.07%0.08%0.08%Q1 2015Q2 201918
Dynamic Advisor Solutions LLC 18180.04%0.87%1.66%Q2 2019Q3 202318
Aptus Capital Advisors, LLC 18180.00%0.05%0.18%Q2 2019Q3 202318
TRUST CO OF VIRGINIA /VA 18180.03%0.04%0.04%Q3 2016Q4 202018
CAMBRIDGE TRUST CO 1350.01%0.04%0.08%Q1 2018Q3 202318
Personal Capital Advisors Corp 17170.63%1.02%1.64%Q4 2018Q4 202217
1st Global Advisors, Inc. 17171.53%1.93%2.32%Q2 2013Q2 201717
TOMPKINS FINANCIAL CORP 980.00%0.02%0.03%Q4 2015Q4 202317
Busey Bank 17171.18%1.72%2.42%Q3 2019Q3 202317
Robertson Stephens Wealth Management, LLC 17170.06%0.33%1.01%Q3 2019Q3 202317
WestEnd Advisors, LLC 1310.00%0.01%0.01%Q3 2017Q3 202317
NATIXIS ADVISORS, L.P. 910.01%0.01%0.02%Q2 2013Q3 202317
Nuveen Asset Management, LLC 1010.00%0.00%0.01%Q2 2013Q4 202117
Financial Advantage, Inc. 1610.02%0.03%0.05%Q3 2017Q3 202217
Tolleson Wealth Management, Inc. 17170.10%0.11%0.15%Q3 2019Q3 202317
FULTON BREAKEFIELD BROENNIMAN LLC 17170.05%0.06%0.08%Q3 2019Q3 202317
Parsec Financial Management, Inc. 17170.03%0.03%0.04%Q1 2019Q1 202317
Ruggie Capital Group 1410.28%0.54%1.24%Q4 2014Q3 201917
SUMMIT FINANCIAL GROUP, INC. 17170.22%0.24%0.26%Q3 2019Q3 202317
SVB WEALTH LLC 17170.00%0.04%0.09%Q3 2019Q3 202317
InterOcean Capital, LLC 17170.03%0.38%0.90%Q2 2016Q2 202017
SPINNAKER TRUST 17170.05%0.05%0.06%Q3 2019Q3 202317
MEEDER ASSET MANAGEMENT INC 17170.01%0.04%0.20%Q3 2019Q3 202317
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 17179.05%14.29%16.52%Q4 2014Q4 201817
INVESTMENT CENTERS OF AMERICA INC 1340.04%0.07%0.11%Q2 2013Q3 201717
SOUTH TEXAS MONEY MANAGEMENT LTD 17170.01%0.05%0.09%Q3 2015Q3 201917
Geneva Advisors, LLC 17170.02%0.02%0.02%Q2 2013Q2 201717
NVWM, LLC 17170.01%0.03%0.06%Q4 2017Q4 202117
Weitz Investment Management 17170.01%0.01%0.02%Q4 2016Q4 202017
KINGS POINT CAPITAL MANAGEMENT 17170.01%0.01%0.02%Q1 2018Q1 202217
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.02%0.05%Q3 2019Q3 202317
Verdence Capital Advisors LLC 17170.04%0.06%0.07%Q3 2019Q3 202317
Equitable Holdings, Inc. 16160.56%0.91%1.41%Q4 2019Q3 202316
Prospera Financial Services Inc 1420.02%0.05%0.13%Q3 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.02%0.02%0.02%Q4 2019Q3 202316
Fusion Family Wealth LLC 1510.01%0.01%0.02%Q4 2016Q1 202116
BBR PARTNERS, LLC 16160.04%0.09%0.13%Q3 2016Q2 202016
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.67%0.81%0.94%Q4 2019Q3 202316
Baystate Wealth Management LLC 1150.00%0.00%0.00%Q4 2018Q3 202316
MATHER GROUP, LLC. 16160.02%0.03%0.08%Q4 2019Q3 202316
Column Capital Advisors, LLC 16166.72%10.00%16.51%Q4 2019Q3 202316
Capital Wealth Alliance, LLC 16161.20%2.48%3.68%Q4 2019Q3 202316
SNS Financial Group, LLC 1330.03%0.11%0.46%Q2 2013Q3 202316
Linscomb & Williams, Inc. 16160.23%0.28%0.42%Q4 2019Q3 202316
TFO Wealth Partners, LLC 16161.04%5.43%15.20%Q4 2019Q3 202316
STEPH & CO 16160.00%0.00%0.01%Q4 2019Q3 202316
Cypress Wealth Services, LLC 1420.05%0.16%0.34%Q3 2019Q3 202316
NWK Group, Inc. 16160.06%0.09%0.19%Q4 2019Q3 202316
Covenant Partners, LLC 16160.07%0.08%0.10%Q4 2019Q3 202316
Bigelow Investment Advisors, LLC 840.11%0.17%0.37%Q4 2017Q3 202316
Astoria Strategic Wealth, Inc. 16160.27%0.35%0.53%Q4 2019Q3 202316
Alexandria Capital, LLC 1240.01%0.08%0.13%Q2 2013Q3 202116
PRIO WEALTH LIMITED PARTNERSHIP 1420.01%0.01%0.01%Q3 2019Q3 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.03%0.05%Q4 2019Q3 202316
EPIQ Capital Group, LLC 16164.76%12.27%22.08%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.46%0.73%1.17%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.05%0.06%0.11%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.47%0.65%0.96%Q4 2019Q3 202316
EWG Elevate Inc. 16160.10%0.20%0.36%Q4 2019Q3 202316
Key FInancial Inc 16160.30%0.53%0.84%Q4 2019Q3 202316
Venturi Wealth Management, LLC 1420.02%0.04%0.07%Q2 2019Q3 202316
Laurel Wealth Advisors, Inc. 1510.02%0.47%0.81%Q3 2018Q4 202216
IAG Wealth Partners, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
DERBY & COMPANY, INC 161611.80%14.20%17.20%Q4 2017Q3 202116
EVOKE WEALTH, LLC 1510.00%0.07%0.13%Q3 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Vantage Investment Advisors, LLC 16160.04%0.04%0.08%Q4 2014Q3 201816
ALLSTATE CORP 1510.19%6.03%14.19%Q2 2016Q1 202116
Northeast Financial Consultants Inc 1310.02%0.04%0.08%Q3 2017Q3 202316
Wagner Wealth Management, LLC 1240.26%0.57%1.36%Q4 2017Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.70%1.13%1.31%Q2 2013Q1 201716
LPWM LLC 16160.17%0.27%0.54%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.86%1.12%1.32%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.03%0.08%0.16%Q4 2019Q3 202316
HOHIMER WEALTH MANAGEMENT, LLC 16160.14%0.16%0.18%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.20%0.37%1.07%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.62%0.73%0.94%Q4 2019Q3 202316
Pacifica Partners Inc. 16160.02%0.03%0.04%Q1 2020Q4 202316
Texas Capital Bank Wealth Management Services Inc 16161.17%1.77%2.67%Q4 2019Q3 202316
Firestone Capital Management 16162.33%2.42%2.56%Q4 2019Q3 202316
Austin Private Wealth, LLC 16162.24%5.89%29.51%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.09%0.10%0.14%Q4 2019Q3 202316
XML Financial, LLC 16162.07%3.45%5.86%Q4 2019Q3 202316
AlphaCore Capital LLC 16160.04%0.13%0.21%Q4 2019Q3 202316
S.A. Mason LLC 16160.15%0.17%0.18%Q4 2019Q3 202316
HBC Financial Services, PLLC 161627.49%28.90%30.45%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.05%0.14%0.22%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.17%0.24%0.46%Q4 2019Q3 202316
Adero Partners, LLC 16160.11%0.51%1.55%Q4 2019Q3 202316
Jordan Park Group LLC 960.14%0.94%2.54%Q4 2018Q3 202315
SIMPLEX TRADING, LLC 710.00%0.00%0.02%Q2 2015Q3 202215
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.01%0.03%0.06%Q4 2017Q3 202315
Apexium Financial, LP 15150.24%0.77%1.53%Q1 2020Q3 202315
VISTA CAPITAL PARTNERS, INC. 1410.04%0.04%0.10%Q3 2019Q3 202315
Aveo Capital Partners, LLC 1410.07%0.12%0.36%Q4 2016Q3 202015
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.03%0.49%0.93%Q2 2014Q4 201915
Centerpoint Advisors, LLC 15150.01%7.53%10.51%Q1 2020Q3 202315
ROSENBLUM SILVERMAN SUTTON S F INC /CA 15150.21%0.46%0.68%Q1 2020Q3 202315
Capital Bank & Trust Co 15150.00%0.01%0.03%Q4 2017Q2 202115
BT Wealth Management LLC 151521.13%26.20%29.94%Q4 2018Q2 202215
Karpus Management, Inc. 15150.02%1.10%1.98%Q1 2020Q3 202315
StoneX Group Inc. 1210.08%0.14%0.21%Q4 2017Q4 202115
Apella Capital, LLC 1230.02%0.08%0.18%Q1 2020Q4 202315
NIPPON LIFE INSURANCE CO 15154.56%5.71%6.89%Q2 2016Q4 201915
CHARTIST INC /CA/ 810.11%10.82%25.15%Q4 2015Q3 202315
River Wealth Advisors LLC 1410.01%0.25%0.32%Q4 2018Q3 202315
IFG Advisors, LLC 15150.15%0.29%0.62%Q1 2020Q3 202315
Peachtree Investment Partners, LLC 1410.01%0.01%0.01%Q4 2019Q3 202315
AdvicePeriod, LLC 15150.84%1.22%1.61%Q4 2017Q2 202115
Financial Engines Advisors L.L.C. 15150.00%0.01%0.04%Q1 2020Q3 202315
SII INVESTMENTS INC/WI 15150.02%0.10%0.19%Q2 2013Q4 201615
StrategIQ Financial Group, LLC 870.07%0.59%1.20%Q3 2018Q3 202315
Horst & Graben Wealth Management LLC 15150.16%0.21%0.24%Q1 2020Q3 202315
SENTINEL PENSION ADVISORS INC 15150.08%1.91%3.36%Q1 2020Q3 202315
Graypoint LLC 15150.13%0.21%0.61%Q1 2020Q3 202315
COMERICA SECURITIES INC 1230.02%0.12%0.39%Q2 2014Q4 201815
EPG Wealth Management LLC 1320.08%0.11%0.16%Q4 2019Q3 202315
Capstone Financial Advisors, Inc. 151513.34%19.35%31.58%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.09%0.47%0.68%Q4 2019Q2 202315
Hudock, Inc. 15150.00%0.01%0.04%Q1 2019Q3 202215
SCOTIA CAPITAL INC. 1010.00%0.02%0.07%Q2 2013Q4 202015
TEXAS CAPITAL BANCSHARES INC/TX 15152.69%5.41%10.42%Q1 2020Q3 202315
Americana Partners, LLC 1410.05%0.12%0.23%Q4 2019Q3 202315
KEMPER Corp 15150.67%1.02%2.24%Q2 2018Q4 202115
Spears Abacus Advisors LLC 15150.10%0.30%0.56%Q1 2020Q3 202315
Auxano Advisors, LLC 15155.20%6.65%8.67%Q1 2020Q3 202315
MSI Financial Services Inc 15150.05%0.11%0.27%Q2 2013Q4 201615
Fulcrum Capital LLC 640.06%0.10%0.21%Q4 2017Q3 202315
Patriot Financial Group Insurance Agency, LLC 810.00%0.05%0.16%Q4 2016Q2 202215
Faithward Advisors, LLC 1140.00%0.01%0.02%Q4 2019Q3 202315
BlackRock Investment Management, LLC 15150.01%0.02%0.07%Q2 2013Q4 201615
Advisor Group, Inc. 15150.06%0.07%0.10%Q2 2016Q4 201915
Emerson Wealth, LLC 151539.54%45.02%49.80%Q4 2018Q2 202215
Brown Advisory Securities, LLC 15150.11%0.19%0.39%Q4 2018Q2 202215
Your Advocates Ltd., LLP 15150.00%0.01%0.02%Q1 2020Q3 202315
Oldfather Financial Services, LLC 15150.27%0.33%0.40%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.07%0.26%0.39%Q1 2020Q3 202315
WealthShield Partners, LLC 520.00%0.08%0.49%Q4 2017Q3 202315
Moser Wealth Advisors, LLC 1320.12%0.20%0.24%Q4 2019Q3 202315
Barber Financial Group, Inc. 15150.04%0.06%0.09%Q3 2019Q1 202315
RETIREMENT INCOME SOLUTIONS, INC 15150.11%1.71%2.20%Q1 2020Q3 202315
Mosaic Family Wealth, LLC 1410.05%0.05%0.07%Q4 2015Q4 202015
Kohmann Bosshard Financial Services, LLC 15150.08%0.11%0.14%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
Homrich & Berg 1310.01%0.06%0.11%Q1 2017Q3 202115
Whitnell & Co. 14140.00%0.10%0.27%Q3 2016Q4 201914
COZAD ASSET MANAGEMENT INC 14140.10%0.12%0.13%Q2 2020Q3 202314
HOWE & RUSLING INC 520.00%0.00%0.01%Q2 2014Q3 202314
First Command Financial Services, Inc. 14140.00%0.02%0.03%Q4 2016Q1 202014
Trexquant Investment LP 1130.01%0.08%0.26%Q3 2019Q3 202314
RED CEDAR INVESTMENT MANAGEMENT, LLC 14149.02%17.71%21.84%Q2 2020Q3 202314
CHURCHILL MANAGEMENT Corp 14142.90%3.58%4.85%Q2 2020Q3 202314
Cresset Asset Management, LLC 14140.00%0.01%0.07%Q2 2020Q3 202314
Betterment LLC 810.00%0.00%0.00%Q1 2018Q3 202314
Chevy Chase Trust Holdings, LLC 810.00%0.00%0.04%Q2 2016Q4 202114
MERITAGE PORTFOLIO MANAGEMENT 14140.04%0.05%0.05%Q2 2020Q3 202314
Oakworth Capital, Inc. 14140.00%0.01%0.02%Q1 2017Q2 202014
SHINE INVESTMENT ADVISORY SERVICES INC 14140.02%0.03%0.07%Q2 2017Q3 202014
Concert Wealth Management Inc. 14140.01%0.16%0.21%Q2 2013Q3 201614
Kendall Capital Management 14140.10%0.17%0.25%Q2 2020Q3 202314
Bollard Group LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
MADISON WEALTH MANAGEMENT 14140.18%0.20%0.23%Q2 2020Q3 202314
InterOcean Capital Group, LLC 12120.01%0.42%0.76%Q4 2020Q3 202314
SFMG, LLC 1210.03%0.06%0.07%Q4 2013Q3 201914
DELTA ASSET MANAGEMENT LLC/TN 640.01%0.01%0.02%Q3 2013Q3 202314
HOWLAND CAPITAL MANAGEMENT LLC 810.01%0.02%0.03%Q3 2013Q1 202314
FORT PITT CAPITAL GROUP, LLC 14140.02%0.02%0.03%Q3 2019Q4 202214
Marks Group Wealth Management, Inc 14140.05%0.08%0.10%Q2 2020Q3 202314
First Command Bank 14140.01%0.02%0.03%Q4 2016Q1 202014
Single Point Partners, LLC 710.22%3.48%8.38%Q4 2019Q3 202314
B. Riley Wealth Advisors, Inc. 1110.00%0.07%0.10%Q2 2013Q3 202314
COUNTRY TRUST BANK 14140.02%0.02%0.02%Q3 2020Q4 202314
HOWARD WEALTH MANAGEMENT, LLC 810.15%0.18%0.24%Q4 2019Q3 202314
BRANDYWINE OAK PRIVATE WEALTH LLC 14140.08%0.09%0.11%Q2 2020Q3 202314
Hall Kathryn A. 14142.15%2.68%3.14%Q2 2020Q3 202314
BlackRock Institutional Trust Company, N.A. 14140.01%0.08%0.10%Q2 2013Q3 201614
COHEN LAWRENCE B 14140.14%0.15%0.16%Q4 2013Q1 201714
Foundations Investment Advisors, LLC 14140.02%0.02%0.06%Q2 2020Q3 202314
FOSTER & MOTLEY INC 14140.02%0.03%0.04%Q2 2020Q3 202314
Affiance Financial, LLC 13130.02%0.05%0.27%Q4 2019Q4 202213
SUNFLOWER BANK, NA WEALTH MANAGEMENT 13130.20%0.24%0.29%Q2 2017Q2 202013
Wealthspire Advisors, LLC 1210.10%0.15%0.20%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.18%0.22%0.25%Q3 2020Q3 202313
Delphi Private Advisors LLC 13130.19%0.35%0.74%Q4 2015Q4 201813
PRICE T ROWE ASSOCIATES INC /MD/ 13130.00%0.00%0.00%Q3 2020Q3 202313
Johanson Financial Advisors, Inc. 13130.08%0.14%0.18%Q4 2018Q4 202113
PACES FERRY WEALTH ADVISORS, LLC 13130.79%1.30%1.55%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.39%0.98%1.84%Q2 2013Q2 201613
Ken Stern & Associates, Inc. 13130.09%1.09%3.23%Q4 2014Q4 201713
Sabal Trust CO 13130.02%0.09%0.14%Q3 2020Q3 202313
Stegner Investment Associates Inc. 13134.96%5.80%13.03%Q3 2020Q3 202313
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 13130.07%1.03%1.60%Q4 2017Q4 202013
Traverso Chambers Private Wealth Management, LLC 13130.07%0.08%0.08%Q3 2020Q3 202313
Cardan Capital Partners, LLC 13130.06%0.07%0.07%Q1 2018Q1 202113
Almanack Investment Partners, LLC. 13130.06%0.10%0.27%Q3 2020Q3 202313
Fragasso Group Inc. 13130.03%0.07%0.24%Q4 2020Q4 202313
Nadler Financial Group, Inc. 1210.05%0.28%0.58%Q4 2019Q3 202313
Merit Financial Group, LLC 13130.05%0.11%0.18%Q3 2020Q3 202313
PARK AVENUE SECURITIES LLC 910.01%0.02%0.07%Q2 2017Q3 202313
Wechter Feldman Wealth Management, Inc. 13134.63%7.78%11.34%Q4 2016Q4 201913
Total Clarity Wealth Management, Inc. 13130.21%0.27%0.41%Q4 2019Q4 202213
Visionary Wealth Advisors 13130.13%0.33%0.42%Q3 2020Q3 202313
Ferguson Shapiro LLC 13134.56%10.10%16.41%Q3 2020Q3 202313
Psagot Value Holdings Ltd. 1210.00%0.00%0.00%Q2 2013Q2 202013
Migdal Insurance & Financial Holdings Ltd. 850.01%0.01%0.02%Q4 2016Q3 202313
IFS Advisors, LLC 13130.50%1.10%2.97%Q4 2020Q4 202313
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13130.61%1.15%1.94%Q2 2013Q2 201613
Investors Research Corp 13130.12%0.47%0.68%Q3 2020Q3 202313
Consolidated Investment Group LLC 13130.94%1.11%1.38%Q2 2013Q2 201613
Fairhaven Wealth Management, LLC 1120.28%0.41%0.49%Q2 2020Q3 202313
VSR Financial Services, Inc. 13130.04%0.22%0.41%Q2 2013Q2 201613
Investors Capital Advisory Services 13130.09%0.11%0.15%Q2 2013Q2 201613
Mutual Advisors, LLC 13130.02%0.07%0.12%Q3 2020Q3 202313
US FINANCIAL ADVISORS, LLC 1210.03%11.40%14.42%Q4 2014Q3 202313
Virtu Financial LLC 410.03%0.74%2.62%Q2 2013Q4 201913
Winfield Associates, Inc. 1210.02%0.03%0.05%Q4 2013Q4 201713
Summit Place Financial Advisors, LLC 13130.25%0.28%0.30%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.03%0.06%0.09%Q4 2019Q3 202313
WESPAC Advisors, LLC 761.08%1.44%2.64%Q2 2013Q3 201613
Founders Financial Alliance, LLC 13130.08%0.10%0.13%Q3 2020Q3 202313
HC FINANCIAL ADVISORS INC 1210.62%0.74%0.89%Q1 2018Q2 202213
Daniels&Tansey,LLP 13130.07%3.64%6.25%Q3 2020Q3 202313
Birch Hill Investment Advisors LLC 930.01%0.02%0.02%Q1 2015Q4 202112
SMITH HAYES Advisers, Inc 12120.95%1.34%1.89%Q2 2013Q1 201612
Savant Capital, LLC 12120.01%0.04%0.18%Q4 2020Q3 202312
Atlas Brown,Inc. 12120.12%0.18%0.26%Q4 2020Q3 202312
AFT, FORSYTH & COMPANY, INC. 620.12%0.14%0.17%Q2 2013Q3 202312
CAPITAL ONE, NATIONAL ASSOCIATION 1110.04%0.05%0.10%Q4 2015Q4 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Sigma Investment Management Co 12129.24%11.09%14.16%Q1 2013Q4 201512
Price Wealth, LLC 12120.11%0.13%0.21%Q4 2017Q3 202012
Wescott Financial Advisory Group, LLC 12124.63%10.37%17.88%Q4 2020Q3 202312
NATIONAL PENN INVESTORS TRUST CO /PA 12120.06%0.07%0.08%Q2 2013Q1 201612
Laird Norton Wetherby Trust Company, LLC 12122.10%3.81%5.87%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12120.07%0.19%0.34%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.08%0.14%0.21%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.07%0.09%0.15%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.12%0.14%0.15%Q4 2020Q3 202312
Calamos Advisors LLC 810.00%0.00%0.01%Q4 2018Q4 202212
BlackRock Fund Advisors 750.00%0.28%0.74%Q2 2013Q4 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.21%0.32%Q4 2018Q3 202112
True Link Financial Advisors, LLC 12120.10%0.18%0.36%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.38%0.43%0.46%Q4 2020Q3 202312
Mariner Wealth Advisors-Cincinnati, LLC 12120.02%0.03%0.05%Q4 2015Q3 201812
Destiny Wealth Partners, LLC 12120.08%0.17%0.29%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.80%1.00%1.37%Q4 2020Q3 202312
Brown Financial Advisory 12128.15%12.80%17.16%Q4 2020Q3 202312
Fountainhead AM, LLC 121213.07%15.17%17.66%Q4 2020Q3 202312
AAF Wealth Management, LLC 12120.17%0.21%0.22%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12120.23%0.25%0.26%Q4 2020Q3 202312
McCarthy Asset Management, Inc. 12120.65%0.73%0.90%Q4 2020Q3 202312
High Falls Advisors, Inc 310.01%0.16%0.28%Q4 2015Q2 202312
Levy Wealth Management Group, LLC 12120.10%0.15%0.22%Q4 2020Q3 202312
McClarren Financial Advisors, Inc. 12120.76%0.94%1.53%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.29%0.31%0.34%Q4 2020Q3 202312
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 12120.24%1.15%1.48%Q4 2020Q3 202312
Alcosta Capital Management, Inc. 12120.69%0.83%1.18%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12120.88%1.03%1.16%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.12%0.14%0.17%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12120.06%0.07%0.07%Q2 2013Q1 201612
Sage Mountain Advisors LLC 12120.58%0.81%1.35%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.33%0.52%0.69%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.19%0.27%0.36%Q4 2020Q3 202312
Fullen Financial Group 12120.98%1.20%1.41%Q2 2020Q1 202312
Bordeaux Wealth Advisors LLC 12124.67%6.38%7.99%Q4 2020Q3 202312
ACT WEALTH MANAGEMENT, LLC 121210.62%12.72%14.79%Q4 2020Q3 202312
WEDBUSH SECURITIES INC 12120.01%0.02%0.03%Q4 2020Q3 202312
Southern Wealth Management, LLP 12120.23%0.63%0.98%Q2 2020Q1 202312
Moors & Cabot, Inc. 1110.03%0.06%0.13%Q3 2015Q3 201812
LOGAN CAPITAL MANAGEMENT INC 1110.00%0.01%0.06%Q4 2018Q3 202312
WNY Asset Management, LLC 12120.10%1.96%3.61%Q4 2020Q3 202312
Soundwatch Capital LLC 810.11%0.36%0.87%Q1 2020Q3 202312
NORTHSTAR INVESTMENT ADVISORS LLC 820.63%0.98%1.75%Q2 2013Q2 202112
Willow Creek Wealth Management Inc. 12120.04%0.06%0.11%Q4 2020Q3 202312
Wealth CMT 7526.78%36.68%49.13%Q4 2019Q4 202212
Orion Portfolio Solutions, LLC 930.01%0.06%0.19%Q4 2019Q3 202312
SAGE FINANCIAL GROUP INC 610.20%0.23%0.30%Q4 2013Q3 202312
Atlantic Union Bankshares Corp 12120.02%0.03%0.04%Q4 2020Q3 202312
PBMares Wealth Management LLC 12120.11%0.16%0.32%Q4 2020Q3 202312
TOCQUEVILLE ASSET MANAGEMENT L.P. 1020.00%0.06%0.08%Q1 2014Q3 202312
Krilogy Financial LLC 1110.01%0.02%0.03%Q3 2017Q1 202312
Members Trust Co 1020.02%0.03%0.04%Q2 2020Q3 202312
Waterfront Wealth Inc. 12120.14%0.19%0.29%Q4 2020Q3 202312
Syverson Strege & Co 12120.34%0.69%1.19%Q4 2020Q3 202312
TIAA Kaspick, LLC 12120.70%7.08%16.33%Q4 2018Q3 202112
GPS Wealth Strategies Group, LLC 930.14%0.17%0.21%Q3 2020Q3 202312
Allred Capital Management, LLC 1110.00%0.88%2.33%Q4 2019Q3 202312
Ferris Capital, LLC 510.01%0.06%0.09%Q1 2018Q1 202212
Mount Yale Investment Advisors, LLC 1110.03%0.32%0.62%Q1 2018Q4 202212
Gibson Capital, LLC 12120.06%0.06%0.06%Q4 2020Q3 202312
Abacus Wealth Partners, LLC 12120.09%0.16%0.33%Q4 2020Q3 202312
Kovack Advisors, Inc. 11110.20%0.23%0.27%Q1 2021Q3 202311
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 910.08%0.18%0.38%Q2 2018Q3 202311
One Wealth Advisors, LLC 810.07%0.95%6.42%Q4 2018Q3 202311
Jacobi Capital Management LLC 11110.01%0.01%0.01%Q1 2019Q3 202111
Nachman Norwood & Parrott, Inc 11110.04%0.04%0.04%Q4 2018Q2 202111
55I, LLC 11110.07%0.59%1.78%Q1 2020Q3 202211
LifePlan Financial Group, Inc 11110.02%0.04%0.07%Q1 2018Q3 202011
SCHARF INVESTMENTS, LLC 310.01%0.07%0.45%Q4 2016Q4 202211
Prime Capital Investment Advisors, LLC 650.01%0.02%0.04%Q1 2020Q3 202311
BLACKROCK ADVISORS LLC 11110.00%0.00%0.01%Q2 2014Q4 201611
Trust Co 11111.56%2.63%4.44%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.02%0.04%0.04%Q4 2020Q2 202311
GRIES FINANCIAL LLC 11110.21%0.24%0.31%Q1 2021Q3 202311
WealthPLAN Partners, LLC 510.00%0.03%0.06%Q4 2015Q4 202311
Piscataqua Savings Bank 11110.00%0.00%0.01%Q1 2021Q3 202311
WestHill Financial Advisors, Inc. 920.01%0.01%0.01%Q4 2020Q3 202311
HOWARD FINANCIAL SERVICES, LTD. 11110.06%0.08%0.11%Q1 2021Q3 202311
Highlander Capital Management, LLC 11110.02%0.02%0.02%Q1 2014Q3 201611
Twele Capital Management, Inc. 11118.48%15.03%17.81%Q1 2021Q3 202311
DENVER INVESTMENT ADVISORS LLC 1010.01%0.02%0.06%Q1 2015Q1 201811
BECK MACK & OLIVER LLC 11110.01%0.01%0.01%Q2 2016Q4 201811
First Heartland Consultants, Inc. 1010.02%0.06%0.08%Q2 2013Q1 201811
Dai-ichi Life Insurance Company, Ltd 11111.14%1.74%4.61%Q3 2017Q1 202011
EQ LLC 11110.66%0.76%0.87%Q4 2020Q2 202311
PEDDOCK CAPITAL ADVISORS, LLC 11110.38%0.45%0.60%Q1 2021Q3 202311
Tower View Wealth Management LLC 11110.01%0.02%0.03%Q3 2018Q1 202111
Campion Asset Management 11118.71%9.60%10.82%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.94%1.03%1.12%Q4 2017Q2 202011
BANK OF THE WEST 920.21%0.44%0.78%Q1 2018Q4 202211
Kingsview Wealth Management, LLC 410.01%0.04%0.10%Q3 2017Q3 202311
Paradigm, Strategies in Wealth Management, LLC 11110.24%0.34%0.44%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.04%0.05%0.10%Q4 2020Q2 202311
Spectrum Asset Management, Inc. (NB/CA) 11110.17%0.23%0.30%Q1 2021Q3 202311
Farmers & Merchants Trust Co of Chambersburg PA 1010.02%0.07%0.08%Q4 2016Q3 202311
Blue Chip Wealth Management, Inc. 11110.27%0.40%0.52%Q1 2018Q3 202011
Sonora Investment Management, LLC 1010.00%0.00%0.01%Q2 2017Q3 202111
D. SCOTT NEAL, INC. 11110.20%0.45%0.62%Q4 2013Q2 201611
PFG Advisors 920.02%0.12%0.27%Q4 2017Q4 202111
Wellspring Financial Advisors, LLC 1010.07%0.07%0.08%Q4 2020Q3 202311
Spire Wealth Management 11110.10%0.21%0.58%Q1 2021Q3 202311
Apollon Wealth Management, LLC 11110.02%0.05%0.08%Q1 2021Q3 202311
Global Financial Private Capital, Inc 11110.46%1.68%2.56%Q4 2017Q2 202011
FIRETHORN WEALTH PARTNERS, LLC 830.51%0.63%0.94%Q4 2020Q3 202311
Beacon Harbor Wealth Advisors, Inc. 740.07%0.08%0.09%Q4 2020Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.02%0.12%0.72%Q1 2021Q3 202311
TRANSCEND CAPITAL ADVISORS, LLC 910.02%0.05%0.20%Q4 2020Q3 202310
Stearns Financial Services Group 910.02%0.03%0.09%Q2 2013Q3 202010
SMI Advisory Services, LLC 910.26%0.40%0.61%Q1 2021Q3 202310
Essex Savings Bank 730.03%0.08%0.10%Q4 2018Q3 202310
NORTHWEST INVESTMENT COUNSELORS, LLC 810.02%0.02%0.04%Q3 2020Q3 202310
ATALANTA SOSNOFF CAPITAL, LLC 510.01%0.04%0.14%Q4 2018Q2 202310
Good Life Advisors, LLC 910.11%0.12%0.13%Q4 2016Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.01%Q2 2016Q3 201810
Blue Barn Wealth, LLC 10100.95%1.27%2.08%Q2 2021Q3 202310
FIDUCIARY TRUST INTERNATIONAL LLC 810.04%0.26%0.36%Q2 2013Q4 201810
Cherry Creek Investment Advisors, Inc. 10100.29%0.33%0.36%Q2 2021Q3 202310
Capital International Investors 820.00%0.00%0.00%Q3 2020Q1 202310
Notis-McConarty Edward 10100.36%0.44%0.51%Q2 2021Q3 202310
SVB Investment Services Inc. 10100.44%1.46%1.77%Q4 2019Q1 202210
GREAT VALLEY ADVISOR GROUP, INC. 10100.19%0.32%0.47%Q2 2021Q3 202310
Belvedere Trading LLC 410.00%0.01%0.07%Q1 2022Q3 202310
Eagle Bay Advisors LLC 10100.85%1.15%1.61%Q2 2021Q3 202310
Connecticut Wealth Management, LLC 10100.02%0.04%0.07%Q2 2021Q3 202310
GRIMES & COMPANY, INC. 510.01%0.01%0.02%Q4 2020Q3 202310
Financial Advisory Group 10100.05%0.06%0.08%Q3 2020Q4 202210
GILL CAPITAL PARTNERS, LLC 10100.12%0.13%0.14%Q3 2020Q4 202210
Gradient Investments LLC 410.00%0.00%0.01%Q4 2015Q4 202210
Russell Investments Group, Ltd. 710.00%0.00%0.01%Q1 2017Q2 202010
ARTHUR M. COHEN & ASSOCIATES, LLC 410.04%0.06%0.14%Q2 2019Q2 202310
Taylor Hoffman Wealth Management 910.00%0.00%0.00%Q4 2017Q2 202010
Sowell Financial Services LLC 710.00%0.04%0.34%Q4 2016Q1 202310
Eudaimonia Partners, LLC 820.06%0.08%0.13%Q4 2019Q2 202210
BerganKDV Wealth Management, LLC 610.00%0.01%0.08%Q4 2016Q1 202210
TANAKA CAPITAL MANAGEMENT INC 10100.08%0.13%0.16%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.01%0.03%0.05%Q2 2021Q3 202310
Essex Private Wealth Management, LLC 10102.92%3.38%4.81%Q4 2019Q1 202210
Maryland State Retirement & Pension System 430.02%0.08%0.18%Q4 2020Q3 202310
WHALEROCK POINT PARTNERS, LLC 810.06%0.11%0.16%Q4 2013Q1 201810
Hoxton Financial, Inc. 10100.00%0.00%0.01%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Stratos Wealth Advisors, LLC 910.00%0.09%0.13%Q1 2020Q3 202310
Dorsey & Whitney Trust CO LLC 640.02%0.05%0.10%Q1 2021Q3 202310
CADENCE BANK NA 820.15%0.17%0.19%Q2 2013Q4 201710
Integrated Investment Consultants, LLC 820.08%0.11%0.17%Q4 2015Q2 201810
STATE OF WISCONSIN INVESTMENT BOARD 10100.07%0.17%0.32%Q2 2021Q3 202310
Advisor Resource Council 10100.20%0.34%0.48%Q2 2021Q3 202310
3D/L Capital Management, LLC 10100.06%0.12%0.18%Q1 2021Q2 202310
BEACON FINANCIAL GROUP 10100.34%0.56%0.82%Q2 2021Q3 202310
Avalon Investment & Advisory 550.01%0.01%0.01%Q1 2019Q1 202310
RONALD BLUE & CO LLC 10100.02%0.03%0.05%Q2 2013Q3 201510
Range Financial Group LLC 640.14%0.16%0.20%Q1 2021Q3 202310
Principle Wealth Partners LLC 610.01%0.03%0.04%Q2 2020Q3 202310
State of Alaska, Department of Revenue 10100.00%0.04%0.15%Q1 2021Q2 202310
NFC Investments, LLC 10100.16%0.18%0.22%Q3 2017Q4 201910
Summit Trail Advisors, LLC 810.01%0.43%0.79%Q4 2017Q3 202310
MITCHELL SINKLER & STARR/PA 710.08%0.29%0.55%Q4 2019Q2 202310
CULLEN/FROST BANKERS, INC. 810.00%0.00%0.00%Q1 2019Q3 202310
Financial Network Wealth Management LLC 640.11%0.12%0.16%Q4 2020Q3 202310
Clear Perspectives Financial Planning, LLC 10101.14%1.57%1.97%Q4 2020Q1 202310
Circle Wealth Management, LLC 610.04%0.39%0.88%Q4 2019Q3 202310
Virtu KCG Holdings LLC 320.01%0.04%0.11%Q4 2013Q2 201710
WEALTHSOURCE PARTNERS, LLC 10100.09%0.22%0.35%Q2 2021Q3 202310
FLOW TRADERS U.S. LLC 310.04%0.36%0.89%Q4 2013Q1 20239
Pensionmark Financial Group, LLC 990.09%0.12%0.14%Q4 2020Q4 20229
FLAGSTAR ADVISORS INC 990.22%0.36%0.68%Q3 2021Q3 20239
PFG Private Wealth Management, LLC 990.06%0.08%0.09%Q3 2021Q3 20239
Pinnacle Summer Investments, Inc. 810.01%0.02%0.02%Q2 2013Q3 20159
Rosenberg Matthew Hamilton 990.00%0.00%0.02%Q3 2021Q3 20239
GREENLEAF TRUST 990.01%0.01%0.01%Q3 2021Q3 20239
Intrua Financial, LLC 991.04%1.53%2.00%Q1 2021Q1 20239
Bell Rock Capital LLC 810.01%0.03%0.06%Q1 2017Q3 20199
Charles Schwab Trust Co 990.26%0.29%0.31%Q2 2020Q2 20229
Olympiad Research LP 630.10%0.51%1.39%Q1 2020Q2 20229
OLD SECOND NATIONAL BANK OF AURORA 720.00%0.01%0.01%Q2 2021Q3 20239
Osborn Williams & Donohoe LLC 720.02%0.04%0.08%Q1 2017Q2 20199
EVERGREEN CAPITAL MANAGEMENT LLC 420.01%0.01%0.02%Q4 2017Q3 20239
SouthState Corp 990.01%0.01%0.01%Q3 2021Q3 20239
OPTIMUM INVESTMENT ADVISORS 720.00%0.00%0.01%Q3 2013Q3 20189
Renaissance Technologies 510.00%0.00%0.00%Q4 2018Q3 20239
SCS Capital Management LLC 990.03%0.04%0.07%Q2 2014Q2 20169
WC Walker & Associates, Inc. 998.71%10.37%11.77%Q4 2020Q4 20229
FIFTH THIRD SECURITIES, INC. 990.07%0.36%2.45%Q3 2021Q3 20239
Capital Group Private Client Services, Inc. 990.02%0.02%0.02%Q3 2021Q3 20239
OLD MISSION CAPITAL LLC 210.03%0.22%0.94%Q4 2017Q3 20239
VisionPoint Advisory Group, LLC 990.24%1.83%3.98%Q4 2018Q4 20209
Redhawk Wealth Advisors, Inc. 991.16%1.99%2.49%Q3 2018Q3 20209
Angeles Investment Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Badgley Phelps Wealth Managers, LLC 990.33%0.36%0.37%Q3 2021Q3 20239
Sequoia Wealth Management, LLC 990.33%0.67%1.72%Q4 2017Q4 20199
Private Portfolio Partners LLC 990.06%0.07%0.08%Q3 2021Q3 20239
Financial Advocates Investment Management 410.02%0.06%0.12%Q4 2017Q4 20229
Magnus Financial Group LLC 990.31%1.30%7.82%Q4 2018Q4 20209
WBI INVESTMENTS, LLC 210.03%0.15%0.29%Q3 2016Q1 20239
Sageworth Trust Co 990.26%0.29%0.33%Q3 2021Q3 20239
Qube Research & Technologies Ltd 420.00%0.01%0.05%Q4 2020Q3 20239
KING LUTHER CAPITAL MANAGEMENT CORP 610.00%0.03%0.08%Q4 2018Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.05%0.08%0.10%Q2 2013Q2 20159
Pointe Capital Management LLC 510.15%0.23%0.63%Q4 2016Q3 20239
XPONANCE, INC. 990.01%0.03%0.05%Q3 2021Q3 20239
Bensler, LLC 880.88%0.96%1.18%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.89%1.67%2.39%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.05%0.05%0.06%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.20%0.21%0.23%Q4 2021Q3 20238
Buckingham Capital Management, Inc. 880.09%0.16%0.27%Q2 2013Q1 20158
Phocas Financial Corp. 610.02%0.04%0.04%Q4 2018Q4 20218
King Wealth Management Group 530.04%0.05%0.05%Q1 2021Q3 20238
Brewster Financial Planning LLC 8829.64%30.42%31.69%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.05%0.07%0.10%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.03%0.07%0.16%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Trutina Financial LLC 880.29%0.36%0.39%Q2 2013Q1 20158
GUARDIAN WEALTH ADVISORS, LLC / NC 880.27%0.45%1.00%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
FinTrust Capital Advisors, LLC 610.10%0.28%1.07%Q4 2018Q3 20238
Gerstein Fisher 880.03%0.30%0.52%Q2 2013Q1 20158
LOWERY THOMAS, LLC 883.22%3.68%4.13%Q4 2021Q3 20238
Realta Investment Advisors 420.01%0.06%0.18%Q1 2019Q3 20238
ML & R WEALTH MANAGEMENT LLC 882.47%3.38%4.51%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 884.79%5.56%6.92%Q4 2021Q3 20238
Wedmont Private Capital 880.09%0.13%0.20%Q4 2021Q3 20238
Wick Capital Partners, LLC 880.18%0.34%0.52%Q4 2021Q3 20238
Wolf Group Capital Advisors 610.05%0.43%0.63%Q2 2015Q3 20238
Global Atlantic Investment Advisors, LLC 883.01%4.87%12.64%Q4 2014Q3 20168
Cassady Schiller Wealth Management, LLC 880.37%0.53%0.79%Q4 2021Q3 20238
Journey Advisory Group, LLC 880.07%0.10%0.13%Q4 2021Q3 20238
CenturyLink Investment Management Co 410.01%51.34%100.00%Q4 2016Q1 20218
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
Ameritas Investment Partners, Inc. 880.00%0.02%0.03%Q4 2014Q3 20168
BREMER TRUST NATIONAL ASSOCIATION 880.13%0.42%1.13%Q4 2013Q3 20158
Wealthstream Advisors, Inc. 880.46%0.69%0.92%Q4 2021Q3 20238
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 881.26%1.45%1.69%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.16%0.17%0.18%Q4 2021Q3 20238
Tranquility Partners, LLC 880.13%0.17%0.22%Q4 2021Q3 20238
HEADINVEST, LLC 880.12%0.14%0.15%Q4 2021Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.01%0.02%0.03%Q2 2013Q1 20158
Threshold Group LLC 882.40%4.67%7.74%Q4 2015Q3 20178
DEARBORN CAPITAL MANAGEMENT LLC 886.09%7.21%8.98%Q4 2016Q3 20188
PACK Private Wealth, LLC 880.31%0.33%0.37%Q4 2021Q3 20238
WEST BANCORPORATION INC 440.01%0.02%0.02%Q4 2019Q3 20228
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.02%0.07%0.14%Q4 2020Q3 20238
NovaPoint Capital, LLC 880.12%0.14%0.18%Q2 2020Q1 20228
Eagle Strategies LLC 880.23%0.33%0.45%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.33%0.42%0.46%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.23%0.30%0.35%Q2 2013Q1 20158
Convergent Wealth Advisors 880.33%0.49%0.70%Q4 2013Q3 20158
Missouri Trust & Investment Co 880.10%0.13%0.20%Q4 2021Q3 20238
Integrated Wealth Management 710.01%0.02%0.10%Q1 2015Q1 20178
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.02%0.02%0.02%Q4 2019Q3 20218
Beaird Harris Wealth Management, LLC 880.02%0.05%0.09%Q4 2021Q3 20238
CONSILIO WEALTH ADVISORS, LLC 881.96%3.12%4.66%Q4 2021Q3 20238
NBT BANK N A /NY 530.02%0.03%0.03%Q1 2021Q3 20238
MATRIX ASSET ADVISORS INC/NY 880.12%0.15%0.20%Q4 2018Q3 20208
TI-TRUST, INC 880.68%0.77%0.86%Q4 2021Q3 20238
Epstein & White Financial LLC 880.08%1.30%8.76%Q4 2018Q3 20208
Morton Capital Management LLC/CA 880.39%0.47%0.64%Q4 2021Q3 20238
Goodwin Investment Advisory 710.01%0.05%0.14%Q3 2021Q3 20238
Prosperity Consulting Group, LLC 880.23%0.44%0.50%Q4 2021Q3 20238
Csenge Advisory Group 710.03%0.19%0.36%Q3 2021Q3 20238
Red Tortoise LLC 441.24%1.39%1.61%Q3 2021Q3 20238
BKS ADVISORS, LLC 610.09%0.11%0.12%Q2 2015Q1 20198
Investmark Advisory Group LLC 880.16%0.19%0.26%Q4 2021Q3 20238
City State Bank 880.07%0.09%0.11%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.40%0.44%0.50%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 881.42%1.72%1.98%Q4 2021Q3 20238
EVERMAY WEALTH MANAGEMENT LLC 880.02%0.02%0.02%Q2 2021Q1 20238
RTD Financial Advisors, Inc. 883.45%3.81%4.12%Q4 2021Q3 20238
Quadrant Private Wealth Management, LLC 880.21%0.24%0.32%Q1 2018Q4 20198
HRT FINANCIAL LP 210.03%0.12%0.33%Q2 2015Q3 20238
Avidian Wealth Solutions, LLC 880.24%0.29%0.38%Q4 2021Q3 20238
Soltis Investment Advisors LLC 530.03%0.04%0.04%Q3 2021Q3 20238
HFG Advisors, Inc. 883.96%4.25%4.54%Q4 2021Q3 20238
HB Wealth Management, LLC 880.10%0.11%0.14%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.04%Q4 2021Q3 20238
First Allied Asset Management, Inc. 880.04%0.06%0.13%Q2 2013Q1 20158
U.S. Capital Wealth Advisors, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
CITY NATIONAL BANK 880.01%0.01%0.01%Q4 2013Q3 20158
One Capital Management, LLC 610.01%0.07%0.09%Q1 2014Q1 20228
CJM Wealth Advisers, Ltd. 880.36%0.45%0.59%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.08%0.09%0.11%Q4 2019Q3 20218
Holistic Financial Partners 420.12%0.17%0.24%Q4 2017Q1 20228
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Ascent Group, LLC 880.30%0.37%0.52%Q4 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.05%0.08%0.11%Q2 2013Q1 20158
Ironsides Asset Advisors, LLC 880.06%0.06%0.07%Q2 2014Q1 20168
Halpern Financial, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
KilterHowling LLC 880.34%0.37%0.42%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.18%0.33%0.57%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.34%0.46%0.67%Q4 2021Q3 20238
Objective Capital Management, LLC 881.26%1.51%1.74%Q4 2021Q3 20238
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
CAPITAL FUND MANAGEMENT S.A. 880.00%0.01%0.04%Q1 2017Q4 20188
HMS Capital Management, LLC 710.03%0.40%0.82%Q2 2019Q4 20228
WealthStone, Inc. 885.29%7.54%12.41%Q2 2019Q1 20218
LAKE STREET PRIVATE WEALTH, LLC 880.14%0.14%0.15%Q4 2021Q3 20238
PANAGORA ASSET MANAGEMENT INC 320.00%0.02%0.04%Q4 2017Q2 20208
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.36%0.39%0.42%Q4 2018Q3 20208
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
SAGE PRIVATE WEALTH GROUP, LLC 8819.59%28.07%46.38%Q4 2020Q3 20228
Advance Capital Management, Inc. 880.74%1.02%1.74%Q4 2021Q3 20238
Accretive Wealth Partners, LLC 530.13%0.15%0.22%Q1 2021Q3 20238
Greenspring Advisors, LLC 880.06%0.12%0.17%Q4 2021Q3 20238
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 880.08%0.57%1.08%Q4 2021Q3 20238
KMG FIDUCIARY PARTNERS, LLC 880.06%0.15%0.30%Q4 2021Q3 20238
Latigo Investments, LLC 886.08%6.94%7.51%Q4 2021Q3 20238
RGT Wealth Advisors, LLC 430.02%0.18%0.44%Q3 2016Q3 20227
D L CARLSON INVESTMENT GROUP INC 770.07%0.11%0.18%Q1 2019Q3 20207
FORTE CAPITAL LLC /ADV 770.09%0.16%0.22%Q2 2016Q4 20177
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.01%Q2 2013Q3 20237
MARINO, STRAM & ASSOCIATES LLC 610.01%0.04%0.21%Q4 2017Q2 20217
EASTERN BANK 770.04%1.01%2.30%Q2 2020Q4 20217
AMERICAN NATIONAL BANK 770.11%0.27%1.19%Q1 2022Q3 20237
CONCORD ASSET MANAGEMENT LLC 770.15%0.18%0.24%Q2 2013Q4 20147
NTV ASSET MANAGEMENT LLC 770.07%0.10%0.26%Q2 2013Q4 20147
MOTCO 520.00%0.00%0.00%Q1 2017Q1 20207
GRANDFIELD & DODD, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
Placemark Investments, Inc. 770.07%0.09%0.11%Q2 2013Q4 20147
Allen Investment Management, LLC 770.02%0.20%0.29%Q1 2022Q3 20237
SOL Capital Management CO 410.06%0.08%0.08%Q4 2017Q3 20237
Vigilant Capital Management, LLC 610.00%0.00%0.01%Q3 2017Q3 20227
ATLAS CAPITAL ADVISORS LLC 520.01%0.01%0.02%Q2 2019Q1 20217
Verition Fund Management LLC 310.03%0.06%0.10%Q4 2013Q1 20187
LMCG INVESTMENTS, LLC 770.20%0.22%0.25%Q1 2022Q3 20237
JOYN Advisors, Inc. 430.00%0.00%0.00%Q2 2013Q4 20187
First Western Trust Bank 770.13%0.66%1.43%Q1 2022Q3 20237
BHF Kleinwort Benson Group S.A. 610.02%0.07%0.10%Q1 2014Q4 20157
Institute for Wealth Management, LLC. 610.02%1.29%8.89%Q2 2013Q4 20197
Silverleafe Capital Partners, LLC 770.16%0.22%0.27%Q2 2022Q4 20237
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.01%0.02%0.02%Q3 2018Q1 20207
Redmond Asset Management, LLC 770.09%0.11%0.12%Q4 2017Q2 20197
Colonial Trust Advisors 770.09%0.09%0.10%Q1 2022Q3 20237
Edge Advisors, LLC 770.05%0.07%0.07%Q4 2016Q2 20187
GM Advisory Group, LLC 310.03%2.59%10.74%Q4 2014Q3 20237
ROBINSON CAPITAL MANAGEMENT, LLC 610.01%0.02%0.05%Q3 2021Q2 20237
Wealth Architects, LLC 610.12%0.13%0.13%Q4 2014Q3 20237
Compagnie Lombard Odier SCmA 520.00%0.30%0.92%Q4 2013Q1 20237
Koshinski Asset Management, Inc. 320.01%0.04%0.10%Q4 2018Q1 20227
True North Advisors, LLC 610.04%0.06%0.10%Q4 2020Q1 20237
Ayalon Insurance Comp Ltd. 520.11%0.94%3.01%Q1 2015Q4 20167
Relative Value Partners Group, LLC 770.17%0.23%0.29%Q1 2022Q3 20237
CETERA INVESTMENT MANAGEMENT LLC 770.16%0.26%0.44%Q4 2015Q2 20177
HARVEST GROUP WEALTH MANAGEMENT, LLC 610.00%0.38%2.65%Q3 2019Q1 20237
Independent Advisor Alliance 410.01%0.17%0.82%Q1 2017Q3 20237
GenTrust, LLC 520.02%0.02%0.02%Q1 2021Q3 20237
Meridian Wealth Management, LLC 520.01%0.08%0.13%Q1 2019Q3 20237
Ahrens Investment Partners LLC 610.07%0.10%0.11%Q1 2021Q1 20237
Founders Capital Management 430.02%0.07%0.12%Q3 2019Q4 20237
EverSource Wealth Advisors, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Bogart Wealth, LLC 520.00%0.01%0.02%Q1 2020Q3 20237
Squar Milner Financial Services LLC 520.07%0.10%0.18%Q2 2018Q1 20207
SeaCrest Wealth Management, LLC 410.00%0.03%0.08%Q4 2017Q2 20227
ODonnell Financial Services, LLC 430.10%0.16%0.37%Q3 2021Q3 20237
Financial Services Advisory Inc 770.28%1.03%4.92%Q2 2020Q4 20217
Winthrop Partners - WNY, LLC 770.13%0.14%0.15%Q1 2018Q3 20197
Quantinno Capital Management LP 770.02%0.03%0.05%Q1 2022Q3 20237
Global Strategic Investment Solutions, LLC 770.01%0.02%0.04%Q3 2021Q1 20237
Salomon & Ludwin, LLC 610.00%0.01%0.01%Q4 2018Q3 20237
Weaver Consulting Group 770.01%0.02%0.02%Q1 2019Q3 20207
Arden Trust Co 770.09%1.86%4.68%Q2 2019Q4 20207
Wealth Alliance 770.07%0.11%0.14%Q1 2022Q3 20237
Symphony Financial, Ltd. Co. 770.06%0.44%2.42%Q4 2021Q2 20237
Arkadios Wealth Advisors 430.00%0.02%0.05%Q1 2021Q3 20237
Investment Research & Advisory Group, Inc. 770.19%0.24%0.27%Q4 2019Q2 20217
Stokes Family Office, LLC 770.03%0.07%0.10%Q1 2022Q3 20237
Citizens National Bank Trust Department 770.12%0.14%0.19%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.03%0.04%0.09%Q2 2020Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.06%0.33%Q1 2021Q4 20227
Harbor Group, Inc. 430.15%0.23%0.29%Q4 2021Q3 20237
STABLEFORD CAPITAL II LLC 770.17%0.18%0.21%Q2 2021Q4 20227
Allegheny Financial Group LTD 770.18%0.33%0.42%Q1 2022Q3 20237
Connectus Wealth, LLC 770.01%0.04%0.07%Q1 2022Q3 20237
Better Money Decisions, LLC 310.08%0.14%0.19%Q1 2021Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Heritage Investment Group, Inc. 772.59%4.02%6.44%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
Allspring Global Investments Holdings, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
Highview Capital Management LLC/DE/ 770.42%0.46%0.50%Q1 2022Q3 20237
SAXON INTERESTS, INC. 770.13%0.15%0.18%Q4 2021Q2 20237
Financial Connections Group, Inc. 770.09%0.11%0.15%Q4 2021Q2 20237
JOURNEY STRATEGIC WEALTH LLC 610.40%0.70%0.90%Q4 2021Q3 20237
Joseph Group Capital Management 610.27%0.40%0.52%Q4 2021Q3 20237
Security Financial Services, INC. 770.15%0.92%1.49%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.08%0.09%0.11%Q1 2022Q3 20237
Horizons Wealth Management 770.03%0.03%0.03%Q2 2022Q4 20237
FIRST AMERICAN TRUST, FSB 770.04%0.04%0.05%Q1 2022Q3 20237
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 770.33%0.41%0.46%Q4 2018Q2 20207
L.M. KOHN & COMPANY 770.10%0.11%0.12%Q1 2022Q3 20237
FIRST MIDWEST BANK TRUST DIVISION 770.03%0.04%0.06%Q4 2015Q2 20177
NEW ENGLAND SECURITIES CORP /MA/ 770.05%0.05%0.05%Q2 2013Q4 20147
LANDAAS & CO /WI /ADV 410.13%0.43%0.70%Q3 2017Q3 20237
CONNABLE OFFICE INC 210.04%0.13%0.24%Q2 2019Q2 20237
CHEMICAL BANK 770.03%0.04%0.05%Q1 2017Q3 20187
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 310.00%0.05%0.11%Q2 2013Q1 20177
Ameritas Investment Company, LLC 430.02%0.03%0.04%Q3 2019Q3 20217
Latitude Advisors, LLC 410.11%0.18%0.26%Q2 2021Q3 20236
TFC Financial Management, Inc. 660.20%0.62%1.44%Q2 2022Q3 20236
WINTRUST INVESTMENTS LLC 310.03%0.04%0.08%Q4 2016Q3 20196
STEWARD CAPITAL MANAGEMENT/ 662.78%8.73%13.12%Q2 2013Q3 20146
First Pacific Financial 660.64%0.69%0.74%Q2 2022Q3 20236
Gradient Capital Advisors, LLC 660.43%0.46%0.49%Q4 2017Q1 20196
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Houlihan Financial Resource Group, Ltd. 210.24%0.25%0.26%Q4 2019Q3 20236
PRIVATE TRUST CO NA 660.02%0.02%0.03%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.02%0.03%0.04%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.89%1.09%1.29%Q2 2022Q3 20236
Jump Financial, LLC 420.10%0.33%0.78%Q4 2020Q2 20236
Capital Planning Advisors, LLC 660.19%0.21%0.23%Q1 2019Q2 20206
MORRIS FINANCIAL CONCEPTS, INC. 660.33%0.36%0.43%Q2 2022Q3 20236
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 660.01%0.01%0.02%Q2 2022Q3 20236
1900 WEALTH MANAGEMENT LLC 510.34%0.66%1.38%Q4 2020Q3 20236
Rafferty Asset Management, LLC 660.28%0.50%0.81%Q1 2019Q2 20206
Crescent Grove Advisors, LLC 420.02%0.06%0.08%Q2 2017Q3 20236
Avion Wealth 660.01%0.01%0.01%Q2 2022Q3 20236
Financial Insights, Inc. 660.24%0.29%0.34%Q4 2018Q1 20206
Pinkerton Retirement Specialists, LLC 660.06%0.07%0.08%Q1 2017Q2 20186
Freedman Financial Associates, Inc. 660.91%0.94%0.97%Q4 2020Q1 20226
Next Level Private LLC 220.25%0.31%0.35%Q4 2021Q3 20236
K.J. Harrison & Partners Inc 660.09%0.12%0.18%Q1 2022Q2 20236
Fi3 FINANCIAL ADVISORS, LLC 660.35%0.36%0.39%Q2 2022Q3 20236
SILVERHAWK ASSET MANAGEMENT, LLC 660.38%0.40%0.43%Q4 2021Q1 20236
CoreFirst Bank & Trust 660.00%0.00%0.00%Q4 2020Q1 20226
Clarity Financial LLC 420.15%0.26%0.44%Q1 2021Q4 20226
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 510.09%0.11%0.14%Q1 2021Q3 20236
Ledyard National Bank 660.00%0.00%0.00%Q3 2017Q4 20186
ShoreHaven Wealth Partners, LLC 660.37%0.42%0.45%Q2 2022Q3 20236
MRA Advisory Group 660.15%0.36%0.46%Q4 2021Q1 20236
Tibra Equities Europe Ltd 510.35%1.42%4.55%Q4 2017Q4 20196
FORTE ASSET MANAGEMENT LLC 660.24%0.27%0.29%Q2 2022Q3 20236
Berman Capital Advisors, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Employees' Retirement Fund of the City of Fort Worth 666.88%7.39%8.70%Q1 2022Q2 20236
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 661.16%1.52%1.76%Q2 2013Q3 20146
Heartwood Wealth Advisors LLC 410.03%0.04%0.09%Q1 2021Q2 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Curated Wealth Partners LLC 660.06%0.08%0.09%Q2 2022Q3 20236
PagnatoKarp Partners LLC 420.04%0.05%0.06%Q2 2018Q4 20196
Tradition Wealth Management, LLC 660.04%0.05%0.08%Q4 2020Q1 20226
NEW ENGLAND ASSET MANAGEMENT INC 660.01%0.01%0.02%Q2 2013Q3 20146
V Wealth Advisors LLC 510.02%0.08%0.24%Q2 2017Q3 20236
CHATHAM CAPITAL GROUP, INC. 660.06%0.07%0.07%Q2 2022Q3 20236
ONE Advisory Partners, LLC 660.46%0.54%0.65%Q2 2022Q3 20236
Lansing Street Advisors 661.42%1.54%1.70%Q1 2022Q2 20236
Fisher Asset Management, LLC 210.00%0.00%0.00%Q2 2013Q2 20236
UBS AG 660.02%0.03%0.03%Q2 2013Q3 20146
Summit Financial Strategies, Inc. 660.13%0.53%0.75%Q2 2022Q3 20236
PROVENCE WEALTH MANAGEMENT GROUP 510.10%0.26%0.34%Q4 2021Q3 20236
Proficio Capital Partners LLC 420.02%0.04%0.08%Q1 2016Q2 20206
Atlas Private Wealth Management, LLC 660.06%0.12%0.14%Q4 2019Q1 20216
Petix & Botte Co 310.07%0.14%0.19%Q4 2019Q1 20226
Advisors Capital Management, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.03%0.03%0.04%Q2 2022Q3 20236
First Western Capital Management Co 660.10%0.11%0.13%Q3 2014Q4 20156
RITTER DANIHER FINANCIAL ADVISORY LLC 660.04%0.05%0.05%Q4 2020Q1 20226
COUNTRY CLUB BANK /GFN 660.04%0.04%0.05%Q2 2022Q3 20236
Heritage Financial Services, LLC 660.09%0.14%0.28%Q2 2022Q3 20236
FORTEM FINANCIAL GROUP, LLC 660.09%0.11%0.12%Q4 2020Q1 20226
17 CAPITAL PARTNERS, LLC 660.68%0.76%0.84%Q2 2021Q3 20226
KESTRA PRIVATE WEALTH SERVICES, LLC 660.02%0.05%0.19%Q2 2022Q3 20236
STEEL GROVE CAPITAL ADVISORS, LLC 660.05%0.16%0.26%Q2 2018Q3 20196
Global Wealth Management Investment Advisory, Inc. 420.01%0.01%0.01%Q3 2021Q3 20236
SAGE RHINO CAPITAL LLC 420.06%0.06%0.07%Q2 2021Q3 20236
Edge Wealth Management LLC 660.01%0.01%0.01%Q3 2020Q4 20216
Alaska Permanent Fund Corp 320.04%0.05%0.06%Q2 2022Q3 20235
Wilmington Trust, National Association 550.65%0.81%1.00%Q2 2013Q2 20145
Galvin, Gaustad & Stein, LLC 550.06%0.09%0.22%Q4 2021Q4 20225
KMS FINANCIAL SERVICES, INC 550.23%0.28%0.32%Q3 2013Q3 20145
Geneva Partners, LLC 550.11%0.13%0.14%Q2 2020Q2 20215
Advisory Alpha, LLC 310.02%0.04%0.05%Q1 2019Q3 20205
Rollins Financial 320.07%0.11%0.12%Q4 2021Q1 20235
NewEdge Wealth, LLC 550.04%0.05%0.05%Q3 2022Q3 20235
Intercontinental Wealth Advisors, LLC 550.27%0.29%0.32%Q2 2022Q2 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.02%0.08%Q3 2020Q3 20235
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 550.13%0.35%0.53%Q4 2018Q4 20195
Thrive Wealth Management, LLC 310.10%0.11%0.14%Q4 2021Q3 20235
Grove Bank & Trust 550.01%0.01%0.01%Q4 2015Q4 20165
HawsGoodwin Investment Management LLC 550.07%0.07%0.08%Q4 2020Q4 20215
VICUS CAPITAL 310.04%1.58%6.39%Q4 2013Q4 20205
HCR Wealth Advisors 550.02%0.02%0.02%Q4 2019Q4 20205
PINNACLE FINANCIAL PARTNERS INC 210.01%0.02%0.03%Q1 2021Q3 20225
ROWLAND CARMICHAEL ADVISORS INC /ADV 550.00%0.00%0.01%Q1 2016Q1 20175
Beirne Wealth Consulting Services, LLC 550.19%0.27%0.34%Q3 2022Q3 20235
Gratus Capital, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
Arcus Capital Partners, LLC 410.04%0.16%0.32%Q3 2018Q4 20225
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
Strategic Blueprint, LLC 310.00%0.05%0.18%Q3 2019Q3 20235
Parcion Private Wealth LLC 550.06%0.12%0.20%Q4 2019Q4 20205
Wealth & Pension Services Group, Inc. 415.25%6.10%8.47%Q2 2018Q3 20195
LEVEL FOUR ADVISORY SERVICES, LLC 550.05%0.06%0.07%Q2 2020Q2 20215
McAdam, LLC 320.00%0.01%0.02%Q1 2018Q2 20235
Freedom Investment Management, Inc. 310.01%0.14%0.20%Q1 2018Q1 20205
CVA Family Office, LLC 410.00%0.00%0.00%Q2 2021Q3 20225
Integer Wealth Advisors Group LLC 550.18%0.25%0.30%Q4 2019Q4 20205
BOSTON PRIVATE BANK & TRUST CO 550.03%0.03%0.03%Q2 2013Q2 20145
WHITE MOUNTAINS ADVISORS LLC 555.29%7.72%15.04%Q2 2015Q2 20165
Trek Financial, LLC 320.02%0.19%0.31%Q4 2018Q1 20225
Stonebridge Financial Planning Group, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Curi Wealth Management, LLC 550.21%0.23%0.26%Q3 2022Q3 20235
Landmark Wealth Management, LLC 310.29%0.74%0.95%Q1 2022Q3 20235
UNITED BANK 210.02%0.19%0.45%Q4 2020Q2 20235
Eukles Asset Management 550.01%0.02%0.03%Q3 2022Q3 20235
Colonial Trust Co / SC 550.00%0.00%0.01%Q3 2022Q3 20235
NorthRock Partners, LLC 410.02%0.23%0.34%Q2 2022Q3 20235
James J. Burns & Company, LLC 550.45%0.55%0.69%Q3 2022Q3 20235
LITTLE HOUSE CAPITAL LLC 550.40%0.57%0.80%Q4 2018Q4 20195
Vivaldi Capital Management LP 210.05%0.07%0.11%Q3 2018Q1 20225
Timber Hill LLC 310.01%0.08%0.14%Q2 2013Q4 20175
Shamrock Asset Management LLC 550.02%0.03%0.03%Q2 2017Q2 20185
Beacon Pointe Wealth Advisors, LLC 552.73%3.29%4.26%Q4 2018Q4 20195
Braver Wealth Management, LLC 550.52%0.76%1.30%Q4 2015Q4 20165
Black Swift Group, LLC 320.01%1.94%7.90%Q4 2018Q1 20215
ADE, LLC 410.24%0.82%1.01%Q4 2021Q3 20235
PERSONAL CFO SOLUTIONS, LLC 110.04%0.13%0.39%Q1 2020Q3 20235
TRANSATLANTIQUE PRIVATE WEALTH LLC 320.24%0.29%0.32%Q2 2022Q3 20235
Keebeck Wealth Management, LLC 550.07%0.11%0.15%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.08%0.31%0.72%Q4 2020Q4 20215
First Financial Bank - Trust Division 550.02%0.03%0.03%Q4 2022Q4 20235
Summit Equities Inc 550.24%0.26%0.28%Q3 2017Q3 20185
Westshore Wealth, LLC 320.12%0.70%1.18%Q1 2021Q2 20235
ADVOCATE GROUP LLC 410.04%0.05%0.05%Q2 2022Q3 20235
Global Wealth Strategies & Associates 550.15%0.16%0.16%Q4 2022Q4 20235
SBK Financial, Inc. 550.48%0.61%0.68%Q4 2021Q4 20225
Spotlight Asset Group, Inc. 320.08%0.08%0.10%Q4 2020Q3 20235
WILMINGTON TRUST CO 550.36%0.38%0.39%Q2 2013Q2 20145
YHB Investment Advisors, Inc. 550.05%0.40%0.66%Q3 2022Q3 20235
CAPITAL ONE FINANCIAL CORP 550.03%0.05%0.08%Q1 2020Q1 20215
FIDUCIENT ADVISORS LLC 410.02%0.15%0.43%Q4 2017Q3 20235
SteelBridge Private Wealth Advisors LLC 550.50%0.68%0.95%Q2 2016Q2 20175
Argentus Capital Management, LLC 550.00%0.08%0.19%Q3 2015Q3 20165
CAHILL FINANCIAL ADVISORS INC 550.26%0.26%0.27%Q3 2022Q3 20235
Bridgewater Advisors Inc. 550.05%0.07%0.10%Q1 2021Q1 20225
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 550.12%0.15%0.18%Q4 2020Q4 20215
GIRARD PARTNERS LTD. 410.02%0.10%0.30%Q3 2018Q3 20235
INGALLS & SNYDER LLC 550.01%0.01%0.01%Q3 2022Q3 20235
CM WEALTH ADVISORS LLC 321.26%2.87%5.68%Q2 2022Q3 20235
TCWP LLC 410.05%0.07%0.10%Q1 2022Q2 20235
Long Wharf Investors, Inc. 550.24%0.45%0.57%Q2 2013Q2 20145
BSW Wealth Partners 550.06%0.06%0.07%Q3 2022Q3 20235
BOSTON ADVISORS LLC 550.04%0.07%0.08%Q4 2014Q4 20155
RUSSELL FRANK CO/ 410.00%0.00%0.01%Q2 2013Q1 20165
Red Door Wealth Management, LLC 410.09%0.17%0.42%Q1 2022Q2 20235
OGOREK ANTHONY JOSEPH /NY/ /ADV 550.04%0.06%0.08%Q4 2014Q4 20155
Bangor Savings Bank 550.00%0.00%0.00%Q3 2022Q3 20235
GSA CAPITAL PARTNERS LLP 550.03%0.04%0.06%Q4 2020Q4 20215
Surevest, LLC 410.03%0.07%0.23%Q4 2018Q3 20225
WFG Advisors, LP 320.00%0.01%0.01%Q2 2013Q2 20175
Alpha Omega Wealth Management LLC 550.04%0.05%0.05%Q2 2018Q2 20195
Strategic Asset Management, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
ENZI WEALTH 550.39%0.40%0.43%Q3 2022Q3 20235
AMI ASSET MANAGEMENT CORP 110.02%0.17%0.73%Q4 2018Q4 20225
LCNB CORP 550.11%0.13%0.15%Q3 2022Q3 20235
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FIRST HORIZON CORP 410.03%0.34%0.53%Q2 2013Q2 20215
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 550.00%0.00%0.01%Q2 2013Q2 20145
JUNCTURE WEALTH STRATEGIES, LLC 440.10%0.10%0.11%Q1 2023Q4 20234
Alaethes Wealth LLC 440.03%0.03%0.04%Q2 2021Q1 20224
BALDWIN BROTHERS LLC/MA 440.00%0.00%0.00%Q1 2016Q4 20164
Clearstead Trust, LLC 440.00%0.06%0.23%Q4 2022Q3 20234
Saban Capital Group LLC 4413.64%14.42%16.00%Q4 2018Q3 20194
PATTEN & PATTEN INC/TN 210.02%0.02%0.03%Q1 2017Q3 20184
Trilogy Capital Inc. 440.00%1.64%6.56%Q4 2017Q3 20184
QCI ASSET MANAGEMENT INC/NY 210.00%0.02%0.05%Q2 2013Q2 20184
Opal Wealth Advisors, LLC 210.13%0.19%0.30%Q4 2021Q3 20234
Madison Wealth Partners, Inc 310.10%0.11%0.14%Q2 2022Q3 20234
First Trust Direct Indexing L.P. 440.02%0.04%0.06%Q4 2022Q3 20234
CFS Investment Advisory Services, LLC 310.01%0.10%0.19%Q4 2021Q2 20234
Warren Street Wealth Advisors, LLC 440.52%0.62%0.66%Q4 2022Q3 20234
COMMUNITY TRUST & INVESTMENT CO 440.11%0.32%0.40%Q2 2015Q1 20164
ROVIN CAPITAL /UT/ /ADV 440.51%0.59%0.73%Q4 2022Q3 20234
Personal Wealth Partners 210.00%0.74%2.96%Q4 2018Q2 20214
ZACKS INVESTMENT MANAGEMENT 310.00%0.00%0.01%Q4 2018Q3 20234
JFG Wealth Management, LLC 440.54%0.57%0.59%Q4 2022Q3 20234
Lindbrook Capital, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
KCM INVESTMENT ADVISORS LLC 440.01%0.01%0.01%Q4 2022Q3 20234
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.04%0.05%0.06%Q4 2017Q3 20184
QCM Cayman, Ltd. 310.07%0.30%0.47%Q1 2014Q4 20204
GIRARD SECURITIES, INC. 440.20%0.22%0.22%Q4 2016Q3 20174
Bay Harbor Wealth Management, LLC 440.02%0.03%0.04%Q4 2018Q3 20194
Dynasty Wealth Management, LLC 440.62%2.72%4.21%Q4 2017Q3 20184
RVW Wealth, LLC 310.01%0.05%0.06%Q3 2019Q3 20234
Legacy Trust 440.49%0.50%0.53%Q4 2022Q3 20234
Kovitz Investment Group, LLC 210.01%0.01%0.01%Q2 2013Q2 20154
Independence Advisors, LLC 440.03%0.05%0.07%Q4 2019Q3 20204
Madison Asset Management, LLC 210.00%0.01%0.01%Q4 2019Q4 20224
NICOLET ADVISORY SERVICES, LLC 220.02%0.08%0.13%Q1 2020Q3 20234
Laffer Tengler Investments, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Cornerstone Wealth Management, LLC 220.00%0.02%0.03%Q2 2018Q3 20234
Essex Financial Services, Inc. 310.01%0.03%0.05%Q1 2022Q3 20234
PSI Advisors, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
Silicon Valley Capital Partners 440.03%0.03%0.03%Q4 2022Q3 20234
METROPOLITAN LIFE INSURANCE CO/NY 440.00%0.01%0.03%Q3 2017Q2 20184
Jane Street Holding, LLC 330.01%0.15%0.43%Q2 2013Q4 20134
Marcum Wealth, LLC 210.03%0.03%0.03%Q4 2021Q3 20234
Allegis Investment Advisors, LLC 440.12%0.19%0.26%Q2 2017Q1 20184
TCF National Bank 310.04%0.04%0.05%Q1 2020Q1 20214
EQUITABLE TRUST CO 440.08%0.08%0.08%Q4 2022Q3 20234
LOWE BROCKENBROUGH & CO INC 440.05%0.05%0.06%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.03%0.08%Q4 2022Q3 20234
New Republic Capital, LLC 440.18%0.19%0.21%Q4 2022Q3 20234
Vawter Financial, Ltd. 440.84%0.95%1.11%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.08%0.08%0.09%Q4 2022Q3 20234
Financial Alternatives, Inc 440.23%0.24%0.25%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.08%0.09%0.11%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.09%0.09%0.10%Q4 2022Q3 20234
NewDay Solutions, LLC 311.16%1.21%1.30%Q4 2018Q4 20194
LWMG, LLC 440.14%0.15%0.17%Q4 2022Q3 20234
Orgel Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 440.12%0.13%0.14%Q4 2022Q3 20234
PALO ALTO WEALTH ADVISORS, LLC 442.97%3.09%3.22%Q4 2022Q3 20234
Breakwater Capital Group 440.81%0.88%1.02%Q4 2022Q3 20234
FFT WEALTH MANAGEMENT LLC 440.03%0.03%0.03%Q4 2022Q3 20234
REGIMEN WEALTH, LLC 440.30%0.34%0.43%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 440.49%0.50%0.51%Q4 2022Q3 20234
Cleary Gull Holdings Inc. 449.04%17.21%21.74%Q2 2015Q1 20164
KM Capital Management Ltd. 440.51%0.58%0.63%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.03%0.03%0.03%Q4 2022Q3 20234
D'Orazio & Associates, Inc. 310.00%0.00%0.01%Q1 2016Q2 20174
Hotaling Investment Management, LLC 440.08%0.08%0.08%Q2 2021Q1 20224
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.65%0.66%0.68%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.02%0.02%0.02%Q4 2018Q4 20194
Talisman Wealth Advisors LLC 440.66%1.42%2.17%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Verum Partners LLC 440.29%0.60%0.77%Q4 2022Q3 20234
NATIONAL BANK OF CANADA /FI/ 310.00%0.00%0.00%Q1 2022Q3 20234
BOSTON FAMILY OFFICE LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Beaumont Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Kades & Cheifetz LLC 440.67%0.69%0.71%Q4 2022Q3 20234
RFP Financial Group LLC 440.06%0.08%0.15%Q4 2022Q3 20234
Bison Wealth, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Sunbelt Securities, Inc. 310.02%0.05%0.08%Q1 2022Q3 20234
Hoxton Planning & Management, LLC 440.13%0.49%0.63%Q4 2022Q3 20234
Koss-Olinger Consulting, LLC 442.28%2.47%2.76%Q4 2022Q3 20234
Strategic Wealth Management Group, LLC 440.23%0.24%0.25%Q3 2020Q2 20214
Cardinal Point Capital Management ULC 440.06%0.07%0.07%Q4 2022Q3 20234
Corient Private Wealth LLC 440.09%0.10%0.13%Q4 2022Q3 20234
Geisinger Health 4412.07%16.11%20.70%Q4 2022Q3 20234
Facet Wealth, Inc. 220.02%0.02%0.02%Q3 2021Q3 20234
Vertex Planning Partners, LLC 440.51%0.53%0.55%Q4 2022Q3 20234
W.H. Cornerstone Investments Inc. 441.02%1.08%1.14%Q4 2022Q3 20234
Callan Family Office, LLC 440.15%0.17%0.19%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.33%0.34%0.35%Q4 2022Q3 20234
PACIFIC CAPITAL WEALTH ADVISORS, INC 441.17%1.25%1.33%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.02%0.03%Q4 2022Q3 20234
ANGELES WEALTH MANAGEMENT, LLC 440.30%0.31%0.33%Q4 2022Q3 20234
FSA Wealth Management LLC 310.02%0.02%0.02%Q4 2019Q4 20204
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Paul John Balson 440.45%0.59%0.78%Q1 2020Q4 20204
HARBOR INVESTMENT ADVISORY, LLC 310.00%0.26%0.51%Q4 2019Q3 20234
626 Financial, LLC 210.13%0.14%0.14%Q1 2021Q2 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.01%Q1 2018Q4 20214
Covenant Multifamily Offices, LLC 310.03%0.12%0.21%Q1 2015Q1 20194
DFPG INVESTMENTS, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Brookfield Asset Management 440.01%0.01%0.01%Q2 2013Q1 20144
Peachtree Investment Advisors, Inc. 440.01%0.04%0.05%Q3 2014Q2 20154
Checchi Capital Advisers, LLC 310.02%0.04%0.10%Q2 2022Q3 20234
Quantbot Technologies LP 210.01%0.02%0.04%Q4 2020Q3 20234
Winslow, Evans & Crocker, Inc. 440.00%0.02%0.03%Q2 2015Q1 20164
Buttonwood Financial Advisors Inc. 440.34%0.39%0.44%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.15%0.15%0.16%Q4 2021Q3 20224
North Forty Management, LLC 440.98%1.02%1.04%Q2 2013Q1 20144
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Northwest Capital Management Inc 220.05%0.10%0.16%Q4 2020Q3 20234
Washington Trust Advisors, Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
KLS Professional Advisors Group, LLC 440.04%0.08%0.12%Q2 2018Q1 20194
Sound Income Strategies, LLC 210.00%0.01%0.04%Q3 2020Q2 20234
Bromfield Sneider Wealth Advisors 440.08%0.08%0.08%Q1 2023Q4 20234
Ardent Capital Management, Inc. 440.19%0.36%0.79%Q4 2022Q3 20234
CreativeOne Wealth, LLC 310.01%0.02%0.04%Q2 2020Q3 20234
PARSONS CAPITAL MANAGEMENT INC/RI 310.00%0.04%0.06%Q1 2015Q3 20234
Steigerwald, Gordon & Koch Inc. 310.03%0.05%0.06%Q2 2020Q4 20214
Ten Capital Wealth Advisors, LLC 310.00%0.01%0.01%Q4 2020Q1 20234
Vontobel Holding Ltd. 440.00%0.00%0.00%Q4 2020Q3 20214
JB Capital LLC 310.02%0.02%0.03%Q3 2021Q2 20234
AFS Financial Group, LLC 440.93%0.96%1.00%Q4 2022Q3 20234
Mader & Shannon Wealth Management, Inc. 315.86%14.88%22.86%Q1 2016Q1 20174
Keystone Wealth Services, LLC 440.09%0.09%0.09%Q4 2022Q3 20234
Running Point Capital Advisors, LLC 440.03%0.03%0.03%Q4 2020Q3 20214
TCG Advisory Services, LLC 210.03%0.06%0.14%Q4 2021Q3 20234
ALPS ADVISORS INC 330.01%0.02%0.04%Q3 2013Q1 20143
Kavar Capital Partners, LLC 330.18%0.19%0.20%Q1 2020Q3 20203
BANK OF NOVA SCOTIA 330.01%0.05%0.08%Q4 2021Q2 20223
Johnson Financial Group, LLC 210.18%0.22%0.28%Q4 2016Q1 20183
TrinityPoint Wealth, LLC 110.23%0.37%0.65%Q4 2018Q3 20223
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.03%Q4 2018Q3 20213
Guidant Wealth Advisors 330.06%0.06%0.07%Q1 2019Q3 20193
Y-Intercept (Hong Kong) Ltd 210.08%0.08%0.09%Q3 2022Q2 20233
EQUITY INVESTMENT CORP 110.02%0.04%0.09%Q4 2018Q3 20223
Cornerstone Financial Partners, LLC 330.46%0.88%1.26%Q2 2016Q4 20163
HOEY INVESTMENTS, INC 330.00%0.00%0.00%Q1 2023Q3 20233
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q4 2022Q2 20233
Squarepoint Ops LLC 330.01%0.04%0.09%Q2 2020Q4 20203
H&H Retirement Design & Management INC 331.81%1.90%1.97%Q1 2023Q3 20233
Bayesian Capital Management, LP 110.04%0.11%0.19%Q3 2017Q4 20223
Northstar Group, Inc. 330.09%0.09%0.09%Q1 2023Q3 20233
Strid Group, LLC 330.25%0.29%0.38%Q4 2015Q2 20163
Lighthouse Financial Advisors, Inc. 330.07%0.08%0.08%Q3 2020Q1 20213
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.02%Q4 2014Q4 20193
Veracity Capital LLC 110.07%0.10%0.15%Q4 2019Q4 20213
Torch Wealth Management LLC 330.02%0.03%0.03%Q4 2013Q2 20143
Cornerstone Planning Group LLC 210.30%0.40%0.47%Q4 2022Q3 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.12%0.14%0.15%Q1 2022Q3 20223
Dempze Nancy E 330.37%0.38%0.38%Q1 2017Q3 20173
BIP Wealth, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Focused Wealth Management, Inc 210.01%0.01%0.01%Q2 2016Q3 20233
East Coast Asset Management, LLC. 330.10%0.12%0.13%Q4 2012Q2 20133
Soros Fund Management 331.00%1.24%1.51%Q4 2018Q2 20193
Ergoteles LLC 110.04%0.11%0.15%Q2 2021Q2 20233
Antonetti Capital Management LLC 210.66%0.69%0.72%Q2 2010Q4 20213
Corbenic Partners LLC 210.00%3.14%9.36%Q1 2017Q1 20203
Clarkston Capital Partners, LLC 210.00%0.00%0.00%Q4 2019Q3 20233
MBL Wealth, LLC 210.07%0.13%0.24%Q4 2020Q2 20223
Smith Anglin Financial, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Gunma Bank,Ltd. 211.50%1.98%2.87%Q2 2022Q1 20233
IronBridge Private Wealth, LLC 210.00%0.01%0.01%Q4 2020Q4 20213
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 210.05%2.79%8.27%Q4 2020Q3 20223
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
HATTON CONSULTING, INC. 3311.71%12.32%13.21%Q1 2021Q3 20213
Dentgroup LLC 330.26%0.28%0.29%Q1 2023Q3 20233
ROTHSCHILD INVESTMENT LLC /IL 210.02%0.02%0.03%Q4 2019Q1 20213
IBM Retirement Fund 210.01%0.09%0.15%Q3 2015Q2 20163
Allianz Asset Management GmbH 330.00%0.01%0.01%Q3 2019Q1 20203
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.02%Q3 2022Q3 20233
ARS Wealth Advisors Group, LLC 330.03%0.04%0.05%Q1 2022Q3 20223
J.Safra Asset Management Corp 330.99%1.16%1.42%Q4 2019Q2 20203
MetLife Investment Management, LLC 330.00%0.01%0.01%Q3 2018Q1 20193
CoreCap Advisors, LLC 110.01%0.03%0.08%Q4 2021Q4 20223
KEB ASSET MANAGEMENT, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
WEALTHFRONT Corp 330.00%0.00%0.00%Q4 2014Q2 20153
Jump Trading, LLC 210.02%0.10%0.17%Q1 2018Q4 20183
Benchmark Investment Advisors LLC 210.20%0.21%0.23%Q2 2022Q2 20233
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.02%0.03%Q1 2022Q3 20233
Freedom Day Solutions, LLC 210.09%0.09%0.09%Q4 2021Q2 20233
Tyler-Stone Wealth Management 210.00%0.01%0.01%Q4 2021Q3 20223
Integrity Financial Corp /WA 330.01%0.01%0.01%Q4 2021Q2 20223
DHK Financial Advisors, Inc. 330.60%0.67%0.80%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Cape Investment Advisory, Inc. 330.18%0.19%0.19%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.02%0.03%0.03%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.01%0.06%0.08%Q4 2022Q3 20233
B.O.S.S. Retirement Advisors, LLC 330.06%0.07%0.08%Q2 2023Q4 20233
LGT Financial Advisors LLC 210.61%0.71%0.82%Q4 2022Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 330.03%0.05%0.07%Q4 2022Q2 20233
CIC Wealth, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.27%0.37%0.46%Q1 2023Q3 20233
Imprint Wealth LLC 330.24%0.32%0.37%Q1 2023Q3 20233
PFG Investments, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
INSTRUMENTAL WEALTH, LLC 331.24%1.28%1.30%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.60%0.61%0.62%Q1 2023Q3 20233
Altavista Wealth Management, Inc. 210.13%0.18%0.20%Q2 2015Q3 20163
WealthTrust Fairport, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Disciplina Capital Management LLC 3312.57%17.24%19.94%Q1 2021Q3 20213
Etesian Wealth Advisors, Inc. 330.14%0.15%0.15%Q1 2023Q3 20233
CAPSTONE INVESTMENT ADVISORS, LLC 330.01%0.01%0.01%Q2 2017Q4 20173
PUTNAM INVESTMENTS LLC 210.00%0.00%0.00%Q1 2022Q4 20223
Wilmington Trust Investment Management, LLC 330.15%0.17%0.18%Q2 2013Q4 20133
Hanson & Doremus Investment Management 330.06%0.07%0.07%Q4 2017Q2 20183
UNIVERSITY OF CHICAGO 212.94%14.38%22.46%Q3 2015Q1 20183
Regis Management CO LLC 330.07%0.07%0.07%Q3 2016Q1 20173
Clark Capital Management Group, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
FIRST FINANCIAL CORP /IN/ 330.01%0.01%0.01%Q3 2021Q1 20223
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.02%Q4 2020Q4 20223
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 331.08%1.27%1.39%Q1 2018Q3 20183
Steinberg Global Asset Management 330.05%0.08%0.09%Q3 2018Q1 20193
GUGGENHEIM CAPITAL LLC 210.00%0.00%0.00%Q2 2013Q3 20143
Mariner Wealth Advisors-Madison, LLC 330.03%0.07%0.10%Q1 2013Q3 20133
1834 INVESTMENT ADVISORS CO 330.00%0.00%0.00%Q4 2017Q2 20183
VESTOR CAPITAL, LLC 330.01%0.01%0.01%Q3 2016Q1 20173
CAPITAL MANAGEMENT ASSOCIATES /NY/ 331.23%1.57%1.79%Q4 2019Q2 20203
PRINCIPAL FINANCIAL GROUP INC 330.00%0.00%0.00%Q3 2021Q1 20223
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.23%0.24%0.26%Q2 2016Q4 20163
SANTA BARBARA ASSET MANAGEMENT, LLC 210.00%0.01%0.01%Q2 2018Q1 20193
TANDEM CAPITAL MANAGEMENT CORP /ADV 330.43%0.44%0.44%Q1 2023Q3 20233
BARRETT & COMPANY, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
MITCHELL CAPITAL MANAGEMENT CO 330.54%0.60%0.65%Q4 2016Q2 20173
CANANDAIGUA NATIONAL BANK & TRUST CO 330.06%0.06%0.06%Q3 2019Q1 20203
BlackRock Group LTD 330.05%0.05%0.05%Q2 2013Q4 20133
Invesco Ltd. 330.01%0.01%0.01%Q2 2013Q4 20133
Independence Wealth Advisors, Inc. 210.20%0.22%0.24%Q1 2019Q4 20193
HC Financial Advisors, Inc. 210.48%0.69%0.79%Q4 2017Q3 20183
LexAurum Advisors, LLC 330.06%0.07%0.07%Q2 2021Q4 20213
Ballew Advisors, Inc 330.12%0.13%0.16%Q1 2018Q3 20183
Future Financial Wealth Managment LLC 220.08%0.09%0.10%Q4 2021Q1 20222
GTS SECURITIES LLC 220.00%0.12%0.23%Q2 2023Q3 20232
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
Tanglewood Wealth Management, Inc. 220.07%0.08%0.08%Q4 2017Q1 20182
GFG Capital, LLC 110.11%0.13%0.15%Q4 2021Q2 20222
NOMURA HOLDINGS INC 110.01%0.01%0.02%Q2 2013Q4 20132
Engrave Wealth Partners LLC 220.10%0.10%0.11%Q1 2023Q2 20232
Drexel Morgan & Co. 220.61%0.64%0.67%Q3 2016Q4 20162
Verity Asset Management, Inc. 220.20%0.36%0.53%Q4 2014Q1 20152
Evolution Wealth Advisors, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
FIRST NATIONAL CORP /MA/ /ADV 220.02%0.02%0.02%Q4 2018Q1 20192
DeDora Capital, Inc. 110.01%0.01%0.01%Q4 2019Q1 20222
BMS Financial Advisors, LLC 220.21%0.22%0.23%Q1 2023Q2 20232
GYL FINANCIAL SYNERGIES, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q2 2016Q3 20162
Ranch Capital Advisors Inc. 220.00%0.07%0.13%Q4 2019Q1 20202
Virtue Capital Management, LLC 220.07%0.08%0.08%Q1 2019Q2 20192
ERTS Wealth Advisors, LLC 220.01%0.02%0.03%Q4 2018Q1 20192
AVIANCE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
True Capital Management 221.66%1.77%1.89%Q4 2022Q1 20232
DRIEHAUS CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2015Q3 20152
CADINHA & CO LLC 220.04%0.04%0.04%Q1 2017Q2 20172
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.11%0.13%0.15%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Wilmington Funds Management Corp 110.04%0.06%0.08%Q2 2013Q2 20142
STANCORP INVESTMENT ADVISERS INC 220.27%0.28%0.28%Q4 2014Q1 20152
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
WAFRA INC. 220.59%0.71%0.84%Q4 2014Q1 20152
R & A Capital Management, LLC 224.47%4.50%4.54%Q2 2013Q3 20132
BBVA USA 220.31%0.32%0.32%Q2 2021Q3 20212
TCW GROUP INC 110.03%0.04%0.06%Q4 2021Q2 20232
Sound View Wealth Advisors, LLC 220.42%0.43%0.43%Q4 2018Q1 20192
Tradeworx Inc. 110.12%0.16%0.19%Q2 2013Q2 20142
BAR HARBOR TRUST SERVICES 220.06%0.06%0.06%Q4 2021Q1 20222
Cavalier Investments, LLC 220.78%0.80%0.82%Q3 2016Q4 20162
BRIDGES INVESTMENT MANAGEMENT INC 220.01%0.01%0.01%Q4 2021Q1 20222
DRW Securities, LLC 110.02%0.66%1.29%Q2 2013Q4 20132
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q3 2016Q4 20162
LYNCH & ASSOCIATES/IN 220.10%0.12%0.14%Q4 2015Q1 20162
BEAM WEALTH ADVISORS, INC. 221.13%1.13%1.14%Q4 2022Q1 20232
Pacer Advisors, Inc. 110.21%0.30%0.39%Q1 2016Q3 20162
Forward Management, LLC 220.10%0.25%0.39%Q4 2019Q1 20202
Vestmark Advisory Solutions, Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.05%0.05%0.05%Q2 2022Q3 20222
EARNEST PARTNERS LLC 110.00%0.00%0.00%Q4 2018Q4 20212
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2013Q3 20192
BAHL & GAYNOR INC 220.00%0.00%0.00%Q4 2017Q1 20182
Financial Gravity Companies, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q3 2019Q1 20202
TOWNSQUARE CAPITAL LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Wealth Quarterback LLC 220.03%0.03%0.03%Q4 2019Q1 20202
GOULD ASSET MANAGEMENT LLC /CA/ 110.08%1.41%2.75%Q2 2022Q4 20222
FIRST FOUNDATION ADVISORS 220.02%0.02%0.02%Q4 2015Q1 20162
CX Institutional 110.01%0.01%0.01%Q3 2021Q2 20222
Quantitative Investment Management, LLC 110.40%0.42%0.44%Q4 2017Q2 20182
Auour Investments LLC 220.58%0.59%0.60%Q2 2023Q3 20232
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Gateway Wealth Partners, LLC 220.50%0.51%0.52%Q4 2022Q1 20232
CIM, LLC 220.79%2.00%3.22%Q2 2016Q3 20162
ShankerValleau Wealth Advisors, Inc. 220.12%0.12%0.12%Q4 2021Q1 20222
Aperio Group, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Pinnacle Private Wealth, LLC 220.14%0.14%0.14%Q4 2021Q1 20222
ELM ADVISORS, LLC 110.04%0.05%0.06%Q3 2018Q4 20202
tru Independence LLC 110.03%0.06%0.09%Q4 2019Q3 20202
Alliance Wealth Management Group 110.08%0.17%0.26%Q4 2015Q3 20172
VERUS CAPITAL PARTNERS, LLC 220.06%0.07%0.08%Q4 2019Q1 20202
Fund Evaluation Group, LLC 110.14%1.37%2.59%Q3 2016Q1 20202
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Sensible Financial Planning & Management, LLC. 220.09%0.09%0.10%Q2 2022Q3 20222
LEGG MASON, INC. 225.98%22.78%39.58%Q3 2017Q4 20172
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.01%0.02%0.04%Q2 2017Q3 20172
Merriman Wealth Management, LLC 226.81%6.82%6.84%Q1 2014Q2 20142
CHILDRESS CAPITAL ADVISORS, LLC 110.21%0.22%0.24%Q2 2022Q2 20232
Iowa State Bank 220.05%0.05%0.05%Q4 2021Q1 20222
Andesa Financial Management Inc. 110.32%0.36%0.41%Q4 2018Q1 20202
Mizuho Trust & Banking Co., Ltd. 1110.02%15.33%20.64%Q4 2019Q2 20202
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
Kathmere Capital Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
JNBA Financial Advisors 110.05%0.06%0.08%Q3 2016Q3 20182
Johns Hopkins University 1112.75%53.46%94.17%Q4 2018Q3 20222
ClearBridge Investments 110.00%0.00%0.00%Q4 2014Q4 20152
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.08%0.11%0.14%Q4 2021Q3 20222
Hurlow Wealth Management Group, Inc. 220.20%0.21%0.21%Q2 2023Q3 20232
Security National Bank 220.57%0.58%0.58%Q3 2019Q4 20192
Portfolio Solutions, LLC 220.00%0.00%0.01%Q1 2017Q2 20172
Altus Wealth Group LLC 220.01%0.01%0.02%Q4 2020Q1 20212
ARROW FINANCIAL CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Frank, Rimerman Advisors LLC 220.26%0.26%0.26%Q2 2023Q3 20232
Gladstone Institutional Advisory LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Advisors Preferred, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
COMMUNITY BANK SYSTEM, INC. 220.01%0.01%0.01%Q4 2013Q1 20142
Obsidian Personal Planning Solutions LLC 220.46%0.56%0.67%Q2 2022Q3 20222
Hill Investment Group Partners, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
CITY HOLDING CO 110.00%0.00%0.01%Q3 2018Q3 20232
ORG Partners LLC 220.48%0.64%0.80%Q2 2023Q3 20232
Well Done, LLC 110.03%0.03%0.03%Q1 2018Q4 20182
OneAscent Financial Services LLC 220.20%0.26%0.33%Q4 2022Q1 20232
SYMPHONY ASSET MANAGEMENT LLC 110.05%0.07%0.10%Q4 2013Q1 20152
Wealth Advisors of Iowa, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
Reynders McVeigh Capital Management, LLC 110.02%0.02%0.02%Q2 2021Q3 20232
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
BEL AIR INVESTMENT ADVISORS LLC 220.10%0.16%0.22%Q1 2021Q2 20212
Exchange Capital Management, Inc. 110.04%0.05%0.06%Q3 2018Q3 20192
Impact Partnership Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SevenBridge Financial Group, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Cherry Tree Wealth Management, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
Maple Capital Management, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
MONOGRAPH WEALTH ADVISORS, LLC 220.11%0.11%0.11%Q4 2021Q1 20222
UNION SAVINGS BANK 220.20%0.20%0.20%Q2 2023Q3 20232
Golden State Wealth Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Emerald Acquisition Ltd. 220.01%0.01%0.01%Q2 2016Q3 20162
Schechter Investment Advisors, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
CANANDAIGUA NATIONAL CORP 220.05%0.06%0.06%Q2 2020Q3 20202
Corundum Trust Company, INC 220.71%0.71%0.72%Q2 2023Q3 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
TPB WEALTH ADVISORS 228.51%9.29%10.06%Q4 2022Q1 20232
Palouse Capital Management, Inc. 220.12%0.12%0.12%Q3 2020Q4 20202
Royal Fund Management, LLC 110.00%0.00%0.01%Q1 2017Q4 20172
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
AJO, LP 110.00%0.00%0.01%Q2 2014Q4 20162
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Nauset Wealth Management. LLC 220.41%0.43%0.44%Q4 2021Q1 20222
Tanager Wealth Management LLP 220.19%0.19%0.20%Q2 2023Q3 20232
Relyea Zuckerberg Hanson LLC 220.29%0.30%0.31%Q4 2019Q1 20202
Waterloo Capital, L.P. 110.21%0.27%0.34%Q1 2020Q1 20232
VISTA FINANCE, LLC 220.26%0.31%0.35%Q4 2021Q1 20222
Capital Directions Investment Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Poplar Forest Capital LLC 220.03%0.03%0.03%Q3 2014Q4 20142
Vise Technologies, Inc. 220.08%0.09%0.10%Q4 2021Q1 20222
Crosspoint Capital Strategies, LLC 220.07%0.07%0.08%Q3 2015Q4 20152
SHUFRO ROSE & CO LLC 220.02%0.02%0.02%Q3 2019Q4 20192
FIRST NATIONAL BANK OF OMAHA 110.10%0.10%0.10%Q4 2022Q4 20221
Gyon Technologies Capital Management, LP 110.12%0.12%0.12%Q2 2022Q2 20221
CPMG Inc 110.12%0.12%0.12%Q2 2022Q2 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Carolina Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
RNC CAPITAL MANAGEMENT LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Weiss Asset Management LP 110.06%0.06%0.06%Q1 2022Q1 20221
Maryland Capital Management 110.02%0.02%0.02%Q2 2020Q2 20201
Geller Advisors LLC 110.21%0.21%0.21%Q2 2017Q2 20171
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clear Creek Financial Management, LLC 111.45%1.45%1.45%Q3 2020Q3 20201
Claro Advisors LLC 110.17%0.17%0.17%Q4 2019Q4 20191
Coho Partners, Ltd. 110.01%0.01%0.01%Q4 2018Q4 20181
HARTLINE INVESTMENT CORP/ 110.26%0.26%0.26%Q3 2022Q3 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Traynor Capital Management, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Kalos Management, Inc. 110.04%0.04%0.04%Q4 2015Q4 20151
MCDONALD PARTNERS LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Questar Asset Management, Inc. 111.23%1.23%1.23%Q4 2018Q4 20181
PNC Managed Account Solutions, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2020Q1 20201
FRONTIER INVESTMENT MGMT CO 110.08%0.08%0.08%Q3 2016Q3 20161
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Douglass Winthrop Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LETKO, BROSSEAU & ASSOCIATES INC 110.00%0.00%0.00%Q2 2020Q2 20201
American Financial Network Advisory Services LLC 110.01%0.01%0.01%Q4 2017Q4 20171
ROBERTSON STEPHENS ADVISORS LLC 110.21%0.21%0.21%Q4 2016Q4 20161
Cox Capital Mgt LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CLOUGH CAPITAL PARTNERS L P 110.09%0.09%0.09%Q2 2018Q2 20181
THOMASPARTNERS, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.88%0.88%0.88%Q3 2018Q3 20181
WBH ADVISORY INC 110.02%0.02%0.02%Q4 2021Q4 20211
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BALYASNY ASSET MANAGEMENT L.P. 110.06%0.06%0.06%Q4 2017Q4 20171
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
TEACHER RETIREMENT SYSTEM OF TEXAS 110.02%0.02%0.02%Q3 2020Q3 20201
Aries Wealth Management 113.99%3.99%3.99%Q1 2022Q1 20221
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Symmetry Investments LP 111.31%1.31%1.31%Q2 2023Q2 20231
Inscription Capital, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
HNP Capital LLC 110.06%0.06%0.06%Q1 2020Q1 20201
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
LEO BROKERAGE, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
RATIONAL ADVISORS LLC 110.47%0.47%0.47%Q1 2009Q1 20091
MADISON INVESTMENT HOLDINGS INC 110.02%0.02%0.02%Q4 2018Q4 20181
HYMAN CHARLES D 110.01%0.01%0.01%Q1 2022Q1 20221
Garrett Wealth Advisory Group, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
JUMP TRADING, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
MA Private Wealth 110.32%0.32%0.32%Q4 2022Q4 20221
Westwind Capital 110.00%0.00%0.00%Q1 2021Q1 20211
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.05%0.05%0.05%Q3 2018Q3 20181
QUEST CAPITAL MANAGEMENT INC /ADV 110.08%0.08%0.08%Q2 2021Q2 20211
Brandywine Global Investment Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SENTINEL TRUST CO LBA 110.72%0.72%0.72%Q2 2013Q2 20131
Vanguard Personalized Indexing Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
BEDEL FINANCIAL CONSULTING INC 110.06%0.06%0.06%Q3 2023Q3 20231
Hardy Reed LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.03%0.03%0.03%Q3 2022Q3 20221
MCDANIEL TERRY & CO 110.41%0.41%0.41%Q4 2021Q4 20211
Paloma Partners Management Co 110.11%0.11%0.11%Q2 2020Q2 20201
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
INVERNESS COUNSEL LLC /NY/ 110.02%0.02%0.02%Q1 2018Q1 20181
Marietta Wealth Management, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
ALTA CAPITAL MANAGEMENT LLC/ 110.05%0.05%0.05%Q3 2020Q3 20201
NOTTINGHAM ADVISORS, INC. 110.07%0.07%0.07%Q4 2022Q4 20221
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 110.17%0.17%0.17%Q4 2016Q4 20161
ADVISOR CONSULTANT NETWORK INC 110.30%0.30%0.30%Q3 2016Q3 20161
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.01%0.01%0.01%Q1 2015Q1 20151
SMITH CHAS P & ASSOCIATES PA CPAS 110.58%0.58%0.58%Q1 2016Q1 20161
CONDOR CAPITAL MANAGEMENT 110.14%0.14%0.14%Q1 2020Q1 20201
Lebenthal Global Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Crestone Asset Management LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Oder Investment Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
TRILLIUM ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Synergy Asset Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Coppell Advisory Solutions LLC 110.03%0.03%0.03%Q2 2023Q2 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
CONNORS INVESTOR SERVICES INC 110.02%0.02%0.02%Q1 2016Q1 20161
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
SILVER OAK SECURITIES, INCORPORATED 110.07%0.07%0.07%Q2 2023Q2 20231
Everhart Financial Group, Inc. 110.32%0.32%0.32%Q4 2022Q4 20221
Headlands Technologies LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Samalin Investment Counsel, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
IFG Advisory, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Granger Management LLC 1112.65%12.65%12.65%Q4 2020Q4 20201
Triangle Securities Wealth Management 110.02%0.02%0.02%Q2 2013Q2 20131
Guardian Wealth Advisors, LLC 110.98%0.98%0.98%Q1 2021Q1 20211
Family Management Corp 110.00%0.00%0.00%Q4 2022Q4 20221
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Choice Wealth Advisors, LLC 113.81%3.81%3.81%Q2 2022Q2 20221
Rikoon Group, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Octavia Wealth Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Pallas Capital Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Crabel Capital Management, LLC 110.15%0.15%0.15%Q2 2019Q2 20191
4Thought Financial Group Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
ACCESS FINANCIAL SERVICES, INC. 110.31%0.31%0.31%Q4 2018Q4 20181
Boulder Wealth Advisors, LLC 111.06%1.06%1.06%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Twelve Points Wealth Management LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Pension Partners, LLC 1125.53%25.53%25.53%Q3 2014Q3 20141
Monterey Private Wealth, Inc. 110.28%0.28%0.28%Q1 2022Q1 20221
BAR HARBOR WEALTH MANAGEMENT 110.02%0.02%0.02%Q2 2023Q2 20231
Miramar Fiduciary Corp 110.53%0.53%0.53%Q4 2018Q4 20181
Chessman Wealth Strategies RIA 110.06%0.06%0.06%Q3 2018Q3 20181
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
9258 Wealth Management, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
DB Fitzpatrick & Co, Inc 110.07%0.07%0.07%Q4 2021Q4 20211
CLEARY GULL INC. 112.13%2.13%2.13%Q1 2015Q1 20151
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CATALYST PRIVATE WEALTH, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Cordant, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Atlantic Private Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Spectrum Management Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
G2 Investment Partners Management LLC 111.54%1.54%1.54%Q4 2016Q4 20161
Partnervest Advisory Services LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Capital Advisors Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
XR Securities LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Carmel Capital Partners, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
CLEAR STREET MARKETS LLC 110.08%0.08%0.08%Q2 2023Q2 20231
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q4 2022Q4 20221
Signet Investment Advisory Group, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
Snowden Capital Advisors LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Long Run Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
QUEST INVESTMENT MANAGEMENT LLC 110.03%0.03%0.03%Q3 2023Q3 20231
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.06%0.06%0.06%Q4 2021Q4 20211
ADVISORY RESEARCH INC 110.08%0.08%0.08%Q4 2021Q4 20211
BNC WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Horizon Kinetics 110.00%0.00%0.00%Q4 2014Q4 20141
Intelligence Driven Advisers, LLC 113.86%3.86%3.86%Q4 2018Q4 20181
Mizuho Bank, Ltd. 110.97%0.97%0.97%Q3 2021Q3 20211
Paradigm Financial Advisors, LLC 110.04%0.04%0.04%Q1 2014Q1 20141
MATRIX PRIVATE CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20211
STRINGER ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
DONALDSON CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Stone Point Wealth LLC 110.17%0.17%0.17%Q4 2021Q4 20211
AHL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Live Your Vision, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
JBF Capital, Inc. 111.59%1.59%1.59%Q4 2018Q4 20181
Cardinal Point Wealth Management Partners, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
SIGNET MANAGEMENT USA, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
CARL STUART INVESTMENT ADVISOR, INC 110.11%0.11%0.11%Q1 2022Q1 20221
Chemistry Wealth Management LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Richard P Slaughter Associates Inc 110.15%0.15%0.15%Q3 2020Q3 20201
Smith, Salley & Associates 110.05%0.05%0.05%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Verus Financial Partners, Inc. 110.76%0.76%0.76%Q3 2020Q3 20201
AGF Investments LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Sentinus, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Sterling Investment Advisors, Ltd. 110.02%0.02%0.02%Q2 2017Q2 20171
CKW FINANCIAL GROUP 110.07%0.07%0.07%Q4 2014Q4 20141
CAPE COD FIVE CENTS SAVINGS BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Eagle Capital Management, LLC 110.35%0.35%0.35%Q4 2013Q4 20131
BluePath Capital Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Anfield Capital Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Richwood Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TELEMUS BEACON INVESTMENT Co LLC 110.30%0.30%0.30%Q2 2013Q2 20131
Mosaic Advisors LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Glassy Mountain Advisors, Inc. 116.89%6.89%6.89%Q1 2023Q1 20231
K2 PRINCIPAL FUND, L.P. 110.51%0.51%0.51%Q4 2014Q4 20141
My Personal CFO, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
ACCURATE INVESTMENT SOLUTIONS, INC. 110.16%0.16%0.16%Q2 2017Q2 20171
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NorthCoast Asset Management LLC 110.02%0.02%0.02%Q3 2021Q3 20211
NATIONAL INVESTMENT SERVICES INC /WI 110.69%0.69%0.69%Q4 2018Q4 20181
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
INVESTMENT PARTNERS, LTD. 110.46%0.46%0.46%Q3 2022Q3 20221
IMA Wealth, Inc. 110.15%0.15%0.15%Q2 2013Q2 20131
Permit Capital Advisors, LLC 110.67%0.67%0.67%Q1 2022Q1 20221
DAVIS SELECTED ADVISERS 110.00%0.00%0.00%Q4 2016Q4 20161
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.03%0.03%0.03%Q3 2015Q3 20151
Fortitude Advisory Group L.L.C. 110.00%0.00%0.00%Q4 2021Q4 20211
Wealth Enhancement & Preservation of GA, LLC 1110.80%10.80%10.80%Q4 2021Q4 20211
PRW Wealth Management LLC 110.37%0.37%0.37%Q2 2021Q2 20211
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Center for Financial Planning, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Aprio Wealth Management, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FolioMetrix LLC 111.75%1.75%1.75%Q4 2014Q4 20141
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2019Q1 20191
FormulaFolio Investments, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Second Half Financial Partners, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Karp Capital Management Corp 110.02%0.02%0.02%Q4 2018Q4 20181
CFO4Life, L.P. 111.30%1.30%1.30%Q4 2022Q4 20221
Wade Financial Advisory, Inc 110.09%0.09%0.09%Q2 2023Q2 20231
Emerald Advisors, LLC 110.35%0.35%0.35%Q4 2019Q4 20191
Lebenthal Wealth Advisors, LLC 111.16%1.16%1.16%Q2 2016Q2 20161
FourThought Financial Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Lebenthal Holdings,LLC 110.05%0.05%0.05%Q2 2016Q2 20161
Hedeker Wealth, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
MOORE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q1 2022Q1 20221
Lavaca Capital LLC 110.42%0.42%0.42%Q2 2020Q2 20201
Zions Bancorporation 110.00%0.00%0.00%Q1 2016Q1 20161
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q1 2019Q1 20191
CERTUITY, LLC 110.29%0.29%0.29%Q4 2020Q4 20201
Syntegra Private Wealth Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
CFO4Life Group, LLC 111.30%1.30%1.30%Q4 2022Q4 20221
Detalus Advisors, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Silicon Hills Wealth Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Clearshares LLC 110.53%0.53%0.53%Q4 2017Q4 20171
Park Place Capital Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Lakewood Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Chapwood Capital Investment Management, LLC 1110.39%10.39%10.39%Q4 2019Q4 20191
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
CenterStar Asset Management, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Elmwood Wealth Management, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Mechanics Bank Trust Department 110.01%0.01%0.01%Q3 2019Q3 20191
Grant Street Asset Management, Inc. 110.66%0.66%0.66%Q2 2023Q2 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stewardship Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Armbruster Capital Management, Inc. 110.66%0.66%0.66%Q2 2022Q2 20221
RAM Investment Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Silver Bridge Capital Management LLC 110.10%0.10%0.10%Q2 2013Q2 20131
OLD MISSION CAPITAL, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
Slow Capital, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Dana Investment Advisors, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.60%0.60%0.60%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
Shilanski & Associates, Inc. 111.47%1.47%1.47%Q3 2022Q3 20221
Apriem Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
KICKSTAND VENTURES, LLC. 110.15%0.15%0.15%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.14%0.14%0.14%Q3 2023Q3 20231
WealthTrust-Arizona, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Kovitz Investment Group Partners, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
FNY Managed Accounts LLC 110.09%0.09%0.09%Q2 2015Q2 20151
TAMRO Capital Partners LLC 110.01%0.01%0.01%Q4 2014Q4 20141
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q2 2019Q2 20191
Spearhead Capital Advisors, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q2 2018Q2 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Telemus Investment Management, LLC 118.24%8.24%8.24%Q2 2013Q2 20131
Schneider Downs Wealth Management Advisors, LP 110.14%0.14%0.14%Q1 2020Q1 20201
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Cornerstone Retirement Group, Inc. 110.29%0.29%0.29%Q3 2023Q3 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.03%0.03%0.03%Q2 2016Q2 20161
External links

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