ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cetera Advisor Networks LLC 43430.02%0.09%0.18%Q1 2013Q3 202343
ASPIRIANT, LLC 42420.15%7.03%11.47%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.12%0.31%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.05%0.50%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.82%1.24%1.73%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.64%1.31%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.02%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.02%0.04%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.02%0.06%0.09%Q2 2013Q3 202342
HOWLAND CAPITAL MANAGEMENT LLC 42420.19%0.23%0.32%Q2 2013Q3 202342
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 42420.07%0.13%0.21%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.03%0.08%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.14%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.03%0.10%Q2 2013Q3 202342
Sandy Spring Bank 42420.02%0.91%1.92%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.03%0.12%0.29%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 3530.00%0.01%0.02%Q1 2012Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.19%0.46%Q2 2013Q3 202342
FMR LLC 3740.00%0.00%0.00%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.02%0.03%0.07%Q2 2013Q3 202341
NATIXIS ADVISORS, L.P. 3650.01%0.05%0.20%Q2 2013Q3 202341
HighTower Advisors, LLC 40400.01%0.09%0.23%Q4 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.64%2.00%4.12%Q4 2013Q3 202340
SCOTIA CAPITAL INC. 40400.00%0.01%0.01%Q4 2013Q3 202340
ST GERMAIN D J CO INC 2930.00%0.03%0.04%Q4 2013Q4 202339
Private Advisor Group, LLC 3070.01%0.15%0.58%Q2 2014Q3 202337
UBS Group AG 36360.00%0.02%0.06%Q4 2014Q3 202336
Janney Montgomery Scott LLC 3240.00%0.01%0.02%Q3 2014Q3 202336
MCF Advisors LLC 2870.01%0.03%0.06%Q4 2014Q3 202335
RAYMOND JAMES & ASSOCIATES 35350.00%0.01%0.04%Q1 2015Q3 202335
Roble, Belko & Company, Inc 35350.08%0.12%0.16%Q1 2015Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.01%0.01%Q2 2013Q4 202135
FIFTH THIRD BANCORP 2860.00%0.00%0.00%Q2 2014Q3 202334
B. Riley Wealth Advisors, Inc. 2710.01%0.05%0.23%Q1 2014Q3 202334
Advisory Services Network, LLC 2760.02%0.18%0.40%Q2 2015Q3 202333
Creative Planning 33330.00%0.00%0.01%Q3 2015Q3 202333
TRUE Private Wealth Advisors 32320.04%0.99%2.21%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.01%0.03%Q1 2016Q4 202332
Cambridge Investment Research Advisors, Inc. 31310.01%0.09%0.30%Q1 2016Q3 202331
JPMORGAN CHASE & CO 31310.00%0.00%0.00%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.00%0.07%0.14%Q1 2016Q3 202331
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2410.00%0.10%0.27%Q1 2015Q3 202331
First Heartland Consultants, Inc. 31310.04%0.19%0.29%Q1 2016Q3 202331
OPTIMUM INVESTMENT ADVISORS 31310.06%0.10%0.13%Q2 2016Q4 202331
Geneos Wealth Management Inc. 31310.00%0.22%0.57%Q1 2016Q3 202331
IFP Advisors, Inc 17130.01%0.05%0.16%Q1 2016Q3 202330
Kalos Management, Inc. 2630.00%0.62%1.28%Q4 2015Q2 202330
Sigma Planning Corp 30300.08%0.26%1.11%Q2 2016Q3 202330
Pure Financial Advisors, LLC 2270.03%0.10%0.26%Q1 2016Q4 202329
Asset Dedication, LLC 1750.00%0.02%0.05%Q4 2015Q3 202329
Cetera Advisors LLC 29290.02%0.05%0.10%Q3 2016Q3 202329
WHITTIER TRUST CO OF NEVADA INC 2170.00%0.00%0.00%Q1 2014Q2 202228
Capital Analysts, LLC 28280.01%0.07%0.21%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.17%0.32%0.41%Q4 2016Q3 202328
EQUITY INVESTMENT CORP 28280.03%0.13%0.51%Q4 2016Q3 202328
Ullmann Wealth Partners Group, LLC 28280.05%0.29%0.78%Q4 2016Q3 202328
D.A. DAVIDSON & CO. 1810.00%0.00%0.01%Q4 2014Q3 202328
TRUIST FINANCIAL CORP 16110.00%0.01%0.02%Q2 2013Q3 202327
SOL Capital Management CO 27270.06%0.09%0.16%Q1 2017Q3 202327
COMMERCE BANK 2070.00%0.01%0.01%Q3 2016Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2013Q2 202327
PRIVATE TRUST CO NA 27270.05%0.21%0.34%Q1 2017Q3 202327
IHT Wealth Management, LLC 27270.00%0.70%1.88%Q1 2017Q3 202327
STIFEL FINANCIAL CORP 2610.00%0.01%0.01%Q4 2014Q3 202327
FIRST MANHATTAN CO. LLC. 27270.00%0.01%0.01%Q1 2017Q3 202327
APPLETON PARTNERS INC/MA 15120.02%0.03%0.06%Q1 2017Q4 202327
Ironwood Financial, llc 2340.02%0.02%0.05%Q4 2014Q3 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.03%0.08%Q2 2013Q4 201927
CPWM, LLC 2010.08%0.18%0.27%Q4 2011Q3 202226
Regal Investment Advisors LLC 1310.06%0.25%0.44%Q2 2016Q3 202326
Gradient Investments LLC 1910.00%0.00%0.00%Q2 2013Q3 202326
BUCKINGHAM STRATEGIC WEALTH, LLC 26260.04%0.14%0.37%Q2 2017Q3 202326
CWM, LLC 1880.00%0.16%0.56%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.08%0.14%Q2 2017Q3 202326
BANK OF MONTREAL /CAN/ 1620.00%0.00%0.00%Q2 2016Q3 202326
Global Retirement Partners, LLC 1970.16%0.42%0.85%Q1 2017Q3 202326
MONETARY MANAGEMENT GROUP INC 2210.00%0.02%0.03%Q4 2014Q3 202125
Stratos Wealth Partners, LTD. 25250.01%0.11%0.23%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 2230.00%0.02%0.09%Q2 2013Q3 202325
Fortis Advisors, LLC 25250.55%3.07%12.11%Q3 2017Q3 202325
Patriot Financial Group Insurance Agency, LLC 14110.01%0.11%0.28%Q1 2017Q2 202325
Wealthcare Advisory Partners LLC 25250.01%0.03%0.07%Q3 2017Q3 202325
Bellecapital International Ltd. 25250.08%0.28%0.74%Q3 2017Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.11%1.33%1.99%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.02%0.09%Q1 2017Q3 202325
COMERICA BANK 1710.00%0.01%0.02%Q3 2014Q3 202325
Prism Advisors, Inc. 24240.30%0.37%0.45%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.36%1.24%1.87%Q4 2017Q3 202324
TELEMUS CAPITAL, LLC 24240.06%0.09%0.12%Q4 2017Q3 202324
WHITE PINE CAPITAL LLC 24240.18%0.30%0.41%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.06%0.15%0.22%Q4 2017Q3 202324
Abacus Planning Group, Inc. 24240.12%0.19%0.40%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.17%0.92%3.23%Q4 2017Q3 202324
SYM FINANCIAL Corp 24240.06%0.16%0.37%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.07%0.23%0.48%Q4 2017Q3 202324
Legacy Financial Strategies, LLC 24240.29%0.70%1.70%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.28%0.60%0.89%Q4 2017Q3 202324
FLAGSHIP HARBOR ADVISORS, LLC 24240.06%0.11%0.44%Q4 2017Q3 202324
Argent Trust Co 2310.04%0.06%0.18%Q4 2015Q3 202324
Brinker Capital Investments, LLC 2110.00%0.01%0.07%Q4 2014Q4 202224
Allworth Financial LP 2210.00%0.43%1.20%Q3 2017Q3 202323
HUNTINGTON NATIONAL BANK 23230.00%0.01%0.01%Q1 2018Q3 202323
ARGI Investment Services, LLC 23230.01%0.02%0.03%Q2 2017Q4 202223
NAPLES GLOBAL ADVISORS, LLC 23230.03%0.05%0.08%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 23230.06%0.45%1.38%Q4 2017Q2 202323
Greenline Partners, LLC 12110.24%0.55%0.66%Q4 2017Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.35%0.49%0.74%Q1 2018Q3 202323
HOWE & RUSLING INC 22220.00%0.85%1.67%Q2 2018Q3 202323
CIM, LLC 23230.08%0.11%0.16%Q2 2017Q4 202223
Tortoise Investment Management, LLC 22220.05%1.47%1.93%Q2 2018Q3 202322
CFO4Life Group, LLC 22220.23%0.31%0.41%Q2 2018Q3 202322
Syntal Capital Partners, LLC 1010.05%0.12%0.28%Q1 2014Q3 202322
BTC Capital Management, Inc. 2110.04%0.04%0.05%Q1 2018Q3 202322
BDO Wealth Advisors, LLC 1480.01%0.04%0.17%Q2 2017Q2 202322
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22220.02%0.38%0.73%Q2 2018Q3 202322
PFG Advisors 1750.05%0.12%0.27%Q4 2017Q3 202322
Certified Advisory Corp 11110.20%1.14%1.95%Q4 2017Q3 202322
RAYMOND JAMES TRUST N.A. 21210.01%0.02%0.04%Q2 2018Q2 202321
Balentine LLC 21210.00%3.92%14.16%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.12%0.28%Q3 2018Q3 202321
CYPRESS CAPITAL MANAGEMENT LLC 21210.06%0.07%0.08%Q3 2017Q3 202221
Pinnacle Family Advisors, LLC 1210.10%0.25%0.60%Q1 2017Q2 202321
DELTA ASSET MANAGEMENT LLC/TN 1130.00%0.00%0.01%Q2 2014Q3 202321
Carroll Financial Associates, Inc. 21210.02%0.05%0.07%Q4 2016Q4 202121
Ford Financial Group, LLC 21210.17%1.05%1.48%Q4 2017Q4 202221
Smithfield Trust Co 21210.02%0.03%0.04%Q2 2013Q2 201821
SHEETS SMITH WEALTH MANAGEMENT 1910.04%0.04%0.05%Q3 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.01%0.11%0.15%Q4 2018Q3 202320
Baird Financial Group, Inc. 20200.00%0.03%0.04%Q4 2018Q3 202320
M&T BANK CORP 810.00%0.03%0.29%Q3 2014Q3 202320
CONFLUENCE INVESTMENT MANAGEMENT LLC 510.00%0.13%0.55%Q4 2013Q3 202320
Gladstone Institutional Advisory LLC 20200.04%0.12%0.44%Q4 2018Q3 202320
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%1.05%2.60%Q4 2017Q3 202320
Round Table Services, LLC 1280.05%0.17%0.34%Q4 2013Q3 202220
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.00%0.01%Q4 2017Q4 202220
Tennessee Valley Asset Management Partners 20200.41%4.25%15.98%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.04%0.14%0.43%Q4 2018Q3 202320
Family Firm, Inc. 202015.02%16.36%17.31%Q4 2014Q3 201920
JANE STREET GROUP, LLC 1110.00%0.03%0.13%Q3 2014Q2 202320
Columbus Macro, LLC 20200.36%0.84%1.62%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.05%0.08%Q4 2017Q3 202220
NORRIS PERNE & FRENCH LLP/MI 1910.05%0.06%0.07%Q1 2014Q3 201920
Edge Capital Group, LLC 20200.34%0.51%0.82%Q4 2018Q3 202320
First Horizon Advisors, Inc. 1010.00%0.01%0.02%Q3 2013Q3 202320
Summit Financial, LLC 20200.15%0.25%0.53%Q4 2018Q3 202320
Lutz Financial Services LLC 20200.42%1.13%1.76%Q4 2018Q3 202320
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1640.07%0.47%7.38%Q4 2017Q3 202320
Leonard Rickey Investment Advisors P.L.L.C. 20201.02%1.64%2.06%Q4 2018Q3 202320
Elm Partners Management LLC 20200.25%0.46%0.68%Q4 2018Q3 202320
Crescent Grove Advisors, LLC 20200.04%0.43%1.50%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20202.29%4.46%10.71%Q4 2018Q3 202320
TSFG, LLC 19190.01%0.03%0.06%Q1 2019Q3 202319
MITCHELL CAPITAL MANAGEMENT CO 19190.84%1.46%2.40%Q1 2019Q3 202319
Baystate Wealth Management LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
NEXT Financial Group, Inc 1110.00%0.03%0.09%Q3 2014Q4 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Independence Trust CO 19190.27%0.48%0.78%Q2 2013Q4 201719
Endurance Wealth Management, Inc. 19190.23%0.54%0.78%Q4 2018Q2 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.28%0.82%Q1 2019Q3 202319
Beacon Pointe Advisors, LLC 19190.01%0.07%0.38%Q1 2019Q3 202319
D L CARLSON INVESTMENT GROUP INC 1360.04%0.26%0.78%Q1 2017Q1 202219
NWAM LLC 1210.02%0.06%0.14%Q2 2018Q3 202319
PHILLIPS FINANCIAL MANAGEMENT, LLC 1540.10%0.14%0.36%Q3 2018Q3 202319
Windham Capital Management, LLC 19190.04%0.08%0.14%Q1 2019Q3 202319
Sequoia Financial Advisors, LLC 1180.02%0.05%0.07%Q4 2018Q3 202319
Disciplina Capital Management LLC 19190.05%1.32%3.70%Q1 2019Q3 202319
First Allied Advisory Services, Inc. 1710.01%0.06%0.12%Q2 2014Q3 202019
ClearBridge Investments 410.00%0.00%0.01%Q4 2013Q4 202219
Cetera Investment Advisers 19190.04%0.11%0.16%Q1 2019Q3 202319
Wealthquest Corp 1450.14%0.43%0.92%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.14%0.26%0.46%Q4 2018Q3 202319
Veritable, L.P. 19190.01%0.01%0.02%Q4 2018Q2 202319
Rockefeller Capital Management L.P. 19190.00%0.02%0.05%Q1 2019Q3 202319
Barrington Strategic Wealth Management Group LLC 18180.55%0.95%1.46%Q2 2013Q3 201718
FIRST HAWAIIAN BANK 520.01%0.10%0.47%Q2 2013Q3 202318
Allianz Asset Management GmbH 910.00%0.00%0.02%Q4 2013Q3 202318
Asset Planning Services, Ltd. 18180.02%0.05%0.10%Q2 2015Q3 201918
People's United Financial, Inc. 18180.01%0.23%0.54%Q4 2017Q1 202218
BENJAMIN EDWARDS INC 18180.06%0.15%0.26%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.03%0.06%Q2 2013Q3 201718
LEVEL FOUR ADVISORY SERVICES, LLC 18180.02%0.30%0.90%Q1 2017Q2 202118
SIGNATUREFD, LLC 18180.00%4.48%9.12%Q2 2019Q3 202318
COLONY GROUP LLC 18180.04%0.45%0.60%Q2 2019Q3 202318
AVANTAX ADVISORY SERVICES, INC. 18180.01%0.21%0.32%Q2 2019Q3 202318
Valeo Financial Advisors, LLC 1440.00%0.01%0.02%Q4 2017Q3 202318
CULLEN/FROST BANKERS, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
Ellis Investment Partners, LLC 18180.08%0.09%0.10%Q2 2019Q3 202318
Front Row Advisors LLC 17170.01%0.10%0.13%Q3 2019Q3 202317
Prospera Financial Services Inc 1250.02%0.05%0.26%Q2 2019Q3 202317
Avior Wealth Management, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
Sitrin Capital Management LLC 17170.25%0.45%0.55%Q4 2015Q4 201917
NATIONAL PLANNING CORP 17170.02%0.05%0.10%Q3 2013Q3 201717
Financial Engines Advisors L.L.C. 1610.00%0.01%0.04%Q1 2018Q3 202317
Financial Architects, Inc 740.00%0.03%0.06%Q4 2018Q2 202317
Baldrige Asset Management LLC 17170.33%0.48%0.65%Q1 2019Q1 202317
Jacobi Capital Management LLC 17170.00%0.00%0.01%Q3 2017Q3 202117
Litman Gregory Wealth Management LLC 1320.02%0.04%0.17%Q1 2018Q3 202317
Family Management Corp 1340.03%1.03%2.37%Q2 2019Q3 202317
AE Wealth Management LLC 17170.06%0.08%0.09%Q3 2019Q3 202317
OPPENHEIMER & CO INC 17170.02%0.04%0.05%Q3 2019Q3 202317
Clearstead Advisors, LLC 1520.00%0.03%0.18%Q4 2018Q3 202317
McKinley Carter Wealth Services, Inc. 910.03%0.21%0.49%Q2 2017Q2 202216
PATTEN & PATTEN INC/TN 16160.02%0.02%0.03%Q4 2019Q3 202316
Private Ocean, LLC 1150.04%0.10%0.20%Q4 2013Q3 202316
Bank of Marin 16160.63%1.12%2.26%Q4 2019Q3 202316
Lenox Wealth Advisors, LLC 16160.00%0.00%0.01%Q2 2018Q1 202216
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16162.10%4.14%7.08%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.48%0.76%1.07%Q4 2019Q3 202316
Silver Lake Advisory, LLC 16160.46%0.58%0.79%Q4 2019Q3 202316
Mutual Advisors, LLC 730.01%0.07%0.29%Q2 2019Q3 202316
Carlton Hofferkamp & Jenks Wealth Management, LLC 16160.44%0.48%0.55%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.09%0.15%0.25%Q4 2019Q3 202316
Verdence Capital Advisors LLC 16160.05%0.06%0.13%Q4 2019Q3 202316
Windsor Wealth Management, Inc. 16160.14%5.43%9.10%Q4 2019Q3 202316
SHINE INVESTMENT ADVISORY SERVICES INC 16160.05%0.83%1.42%Q4 2016Q3 202016
Benchmark Financial Wealth Advisors, LLC 16160.14%0.66%1.61%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.02%0.02%Q4 2019Q3 202316
Tower Research Capital LLC (TRC) 510.00%0.03%0.10%Q3 2016Q3 202316
Firestone Capital Management 16160.21%0.22%0.24%Q4 2019Q3 202316
TL Private Wealth 16160.78%1.17%1.27%Q4 2019Q3 202316
First National Bank of Hutchinson 1150.12%0.61%1.18%Q1 2019Q3 202316
GAMBLE JONES INVESTMENT COUNSEL 16160.02%0.03%0.06%Q1 2019Q4 202216
HighMark Wealth Management LLC 16163.86%4.53%5.08%Q4 2019Q3 202316
EP Wealth Advisors, LLC 1240.02%0.06%0.11%Q3 2019Q3 202316
Providence Capital Advisors, LLC 1230.00%0.00%0.00%Q2 2019Q3 202315
Modera Wealth Management, LLC 15150.02%0.41%2.57%Q1 2020Q3 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.04%0.26%1.63%Q4 2016Q3 202215
CX Institutional 1410.00%0.32%1.24%Q2 2018Q2 202215
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1210.07%0.10%0.19%Q2 2018Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.03%0.11%Q1 2020Q3 202315
Wealth Alliance 15150.05%0.21%0.48%Q1 2020Q3 202315
Vista Private Wealth Partners. LLC 15151.32%1.82%2.59%Q1 2020Q3 202315
Savant Capital, LLC 15150.01%0.04%0.18%Q1 2020Q3 202315
Global Strategic Investment Solutions, LLC 15150.48%1.48%2.10%Q1 2020Q3 202315
BEAM WEALTH ADVISORS, INC. 15151.50%3.25%4.58%Q1 2020Q3 202315
Lido Advisors, LLC 1410.01%0.01%0.02%Q4 2019Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.04%0.10%0.28%Q1 2020Q3 202315
NORTHWEST WEALTH MANAGEMENT, LLC 15150.76%0.99%1.23%Q1 2020Q3 202315
KWMG, LLC 15150.03%0.07%0.09%Q1 2020Q3 202315
LifePlan Financial Group, Inc 1140.00%0.00%0.01%Q2 2013Q3 202015
NewEdge Advisors, LLC 1410.00%0.02%0.04%Q2 2017Q3 202315
Petix & Botte Co 1234.22%5.87%7.40%Q4 2019Q3 202315
Eldridge Investment Advisors, Inc. 1410.13%0.35%0.70%Q4 2019Q3 202315
HANTZ FINANCIAL SERVICES, INC. 15155.86%7.32%9.05%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.02%0.07%Q2 2013Q4 201615
IFG Advisory, LLC 710.02%0.04%0.08%Q3 2019Q3 202315
ERn Financial, LLC 15150.14%0.23%0.33%Q1 2020Q3 202315
Advisor Group, Inc. 15150.05%0.06%0.09%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.03%0.06%0.07%Q1 2020Q3 202315
TAP Consulting, LLC 1110.05%0.15%0.40%Q1 2019Q3 202315
McGowan Group Asset Management, Inc. 1220.04%0.04%0.07%Q3 2019Q3 202314
OneDigital Investment Advisors LLC 950.00%0.10%0.20%Q4 2017Q3 202314
JFB Holdings Corp 14140.04%0.09%0.17%Q2 2013Q3 201614
Truvestments Capital LLC 610.00%0.03%0.04%Q2 2019Q3 202314
Zuckerman Investment Group, LLC 14140.07%0.27%0.39%Q2 2020Q3 202314
TIAA, FSB 810.00%0.02%0.08%Q2 2017Q2 202314
FIFTH THIRD SECURITIES, INC. 910.06%0.24%2.08%Q2 2017Q3 202314
AdvisorNet Financial, Inc 710.00%0.02%0.09%Q4 2018Q4 202214
COZAD ASSET MANAGEMENT INC 14140.06%0.09%0.12%Q2 2020Q3 202314
SkyOak Wealth, LLC 14142.47%3.16%3.87%Q2 2020Q3 202314
Cascade Investment Advisors, Inc. 1310.04%0.04%0.05%Q2 2019Q1 202314
COMERICA SECURITIES,INC. 1040.01%0.05%0.12%Q4 2019Q3 202314
CAHILL FINANCIAL ADVISORS INC 14140.12%0.16%0.23%Q2 2020Q3 202314
ASSETMARK, INC 1310.00%0.00%0.01%Q1 2020Q3 202314
SYNOVUS FINANCIAL CORP 1040.00%0.00%0.00%Q1 2018Q4 202214
Archer Investment Corp 910.00%0.00%0.03%Q2 2019Q3 202314
PRUDENTIAL FINANCIAL INC 14140.00%0.01%0.01%Q2 2020Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.00%0.00%0.00%Q4 2018Q3 202214
Renaissance Technologies 410.00%0.00%0.00%Q4 2017Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 1310.00%0.01%0.04%Q4 2019Q3 202314
FineMark National Bank & Trust 14140.01%0.01%0.02%Q2 2013Q3 201614
Geneva Partners, LLC 1310.16%1.37%2.76%Q2 2016Q3 202014
Parallel Advisors, LLC 830.00%0.01%0.03%Q4 2016Q3 202314
Valmark Advisers, Inc. 1210.01%0.03%0.04%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.07%0.14%0.20%Q3 2020Q3 202313
Wealth Advisors of Iowa, LLC 13131.39%4.14%9.44%Q3 2020Q3 202313
Guidance Point Advisors, LLC 13130.12%1.10%1.60%Q3 2020Q3 202313
MAGNOLIA CAPITAL ADVISORS LLC 850.37%0.73%1.27%Q4 2019Q1 202313
FinTrust Capital Advisors, LLC 13130.01%0.19%0.84%Q4 2018Q4 202113
PINNACLE ASSOCIATES LTD 610.00%0.00%0.01%Q4 2018Q3 202313
Sand Hill Global Advisors, LLC 1120.01%3.77%6.65%Q4 2019Q2 202313
Symphony Financial, Ltd. Co. 13130.10%2.34%5.30%Q3 2020Q3 202313
Rikoon Group, LLC 13130.10%0.14%0.17%Q1 2018Q1 202113
SeaCrest Wealth Management, LLC 610.02%0.03%0.04%Q4 2017Q2 202313
BLUESTEIN R H & CO LLC 13130.04%0.12%0.22%Q3 2019Q3 202213
Founders Financial Alliance, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Mascoma Wealth Management LLC 1120.00%0.34%0.53%Q1 2019Q3 202313
SNOW CAPITAL MANAGEMENT LP 210.01%0.22%0.65%Q2 2013Q4 202013
Integrated Advisors Network LLC 1210.11%0.60%2.03%Q2 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.05%0.08%Q3 2020Q3 202313
Good Life Advisors, LLC 850.08%0.37%0.70%Q3 2017Q4 202013
Kovitz Investment Group Partners, LLC 810.01%0.02%0.07%Q4 2018Q3 202313
Cresset Asset Management, LLC 13130.00%0.02%0.05%Q3 2020Q3 202313
Avidian Wealth Solutions, LLC 13130.02%4.31%9.23%Q3 2017Q3 202013
INVESTMENT CENTERS OF AMERICA INC 810.02%0.08%0.16%Q3 2013Q3 201713
Larson Financial Group LLC 13130.00%0.01%0.06%Q3 2020Q3 202313
Weaver Consulting Group 720.09%0.13%0.22%Q1 2019Q3 202313
Krilogy Financial LLC 610.02%0.03%0.05%Q2 2017Q1 202313
BESSEMER GROUP INC 710.00%0.00%0.00%Q4 2018Q3 202313
Joseph P. Lucia & Associates, LLC 620.01%0.02%0.03%Q1 2019Q2 202212
Element Wealth, LLC 12120.06%0.12%0.30%Q4 2020Q3 202312
ForthRight Wealth Management, LLC 12128.62%9.91%11.56%Q4 2020Q3 202312
Bartlett & Co. LLC 840.00%0.00%0.00%Q4 2020Q4 202312
Veracity Capital LLC 12122.16%5.42%11.25%Q4 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
FDx Advisors, Inc. 12120.02%0.03%0.06%Q4 2020Q3 202312
Mariner, LLC 12120.01%0.01%0.03%Q4 2020Q3 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 930.00%0.03%0.12%Q3 2018Q3 202112
Wealth Management Partners, LLC 12121.06%1.84%2.24%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.05%0.07%0.13%Q4 2020Q3 202312
UNITED SERVICES AUTOMOBILE ASSOCIATION 1110.12%0.37%1.12%Q4 2017Q4 202012
GREAT VALLEY ADVISOR GROUP, INC. 12120.02%0.04%0.05%Q4 2020Q3 202312
Windward Private Wealth Management Inc. 12120.41%0.80%1.27%Q4 2020Q3 202312
KCM INVESTMENT ADVISORS LLC 620.01%0.02%0.04%Q4 2013Q3 202312
Boston Partners 910.00%0.00%0.01%Q4 2015Q4 202112
Birchcreek Wealth Management, LLC 12123.67%4.17%5.10%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
55I, LLC 1110.08%0.16%0.34%Q1 2019Q3 202212
BROWN BROTHERS HARRIMAN & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.16%0.39%0.68%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.29%0.84%1.60%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12120.15%6.24%8.32%Q4 2020Q3 202312
SVB WEALTH LLC 12120.00%0.01%0.02%Q2 2020Q1 202312
TOMPKINS FINANCIAL CORP 1020.00%0.01%0.05%Q4 2020Q4 202312
JNBA Financial Advisors 12120.00%0.00%0.00%Q1 2019Q4 202112
COREPATH WEALTH PARTNERS LLC 12129.54%10.53%11.04%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.99%1.39%2.05%Q4 2020Q3 202312
Integrated Investment Consultants, LLC 1110.00%0.07%0.09%Q1 2018Q3 202312
Retirement Group, LLC 510.00%0.03%0.16%Q4 2019Q3 202312
Cribstone Capital Management, LLC 12120.00%0.00%0.01%Q2 2016Q1 201912
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.04%0.06%0.12%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.61%0.79%1.06%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 810.02%0.03%0.04%Q4 2019Q3 202312
WJ Wealth Management, LLC 11110.67%5.46%8.95%Q1 2021Q3 202311
Narus Financial Partners, LLC 740.44%0.69%1.09%Q4 2016Q3 202311
Concord Wealth Partners 740.00%0.02%0.11%Q4 2020Q3 202311
IRONWOOD WEALTH MANAGEMENT, INC. 11119.09%10.23%11.78%Q1 2021Q3 202311
NICOLET BANKSHARES INC 11110.09%0.14%0.23%Q4 2015Q2 201811
CT Financial Advisors LLC 1010.01%0.01%0.01%Q1 2014Q1 201711
HYA Advisors, Inc 11112.04%2.40%2.72%Q4 2019Q2 202211
Sunbelt Securities, Inc. 11110.06%0.12%0.24%Q1 2021Q3 202311
Essex Financial Services, Inc. 11110.04%0.06%0.10%Q1 2021Q3 202311
RIDGECREST WEALTH PARTNERS, LLC 11110.14%0.18%0.24%Q1 2021Q3 202311
BREWIN DOLPHIN LTD 11110.02%0.03%0.03%Q3 2017Q1 202011
TRUEWEALTH LLC 11110.06%0.07%0.07%Q4 2017Q2 202011
Ancora Advisors LLC 810.00%0.00%0.00%Q2 2020Q3 202311
Johnson Financial Group, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Atria Investments, Inc 1010.03%0.07%0.15%Q4 2018Q3 202311
Citadel Advisors 310.00%0.00%0.00%Q1 2015Q1 202311
Sage Mountain Advisors LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Verity Asset Management, Inc. 520.16%0.27%0.39%Q2 2014Q3 202311
Summit Rock Advisors, LP 6213.14%28.86%47.57%Q1 2018Q4 202111
Spire Wealth Management 11110.03%0.12%0.18%Q1 2021Q3 202311
Squar Milner Financial Services LLC 11110.18%0.22%0.32%Q4 2017Q2 202011
LINCOLN NATIONAL CORP 11110.01%0.02%0.02%Q1 2021Q3 202311
ZWJ INVESTMENT COUNSEL INC 810.01%0.02%0.03%Q1 2017Q3 202311
Townsend & Associates, Inc 740.98%2.86%6.90%Q4 2017Q3 202311
Plante Moran Financial Advisors, LLC 810.00%0.02%0.04%Q4 2017Q3 202311
Financial Management Professionals, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Capital Investment Advisory Services, LLC 1010.00%0.01%0.03%Q4 2020Q3 202311
Csenge Advisory Group 11110.02%0.05%0.08%Q1 2021Q3 202311
OXFORD FINANCIAL GROUP, LTD. LLC 920.01%0.03%0.24%Q1 2020Q3 202311
MTM Investment Management, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
ADVANTAGE INVESTMENT MANAGEMENT, LLC 11110.30%0.49%0.78%Q1 2017Q3 201911
MANUFACTURERS LIFE INSURANCE COMPANY, THE 650.00%0.00%0.00%Q4 2013Q3 201811
Canvas Wealth Advisors, LLC 11111.00%1.45%2.06%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 11110.03%0.04%0.07%Q3 2018Q1 202111
Kistler-Tiffany Companies, LLC 11110.01%0.02%0.14%Q4 2020Q2 202311
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
NICOLET ADVISORY SERVICES, LLC 11110.03%0.03%0.03%Q1 2021Q3 202311
NORTHERN TRUST CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
MONETA GROUP INVESTMENT ADVISORS LLC 910.01%0.02%0.04%Q1 2021Q3 202310
CENTAURUS FINANCIAL, INC. 910.02%0.57%0.99%Q2 2018Q3 202310
Sargent Bickham Lagudis LLC 730.00%0.08%0.67%Q2 2017Q1 202010
TRUST CO OF VERMONT 610.00%0.00%0.00%Q4 2020Q3 202310
Curated Wealth Partners LLC 10100.08%0.12%0.15%Q2 2021Q3 202310
ALLIANCEBERNSTEIN L.P. 910.00%0.00%0.00%Q1 2018Q3 202310
RDA Financial Network 10100.24%1.03%1.42%Q2 2021Q3 202310
Iron Horse Wealth Management, LLC 640.00%0.00%0.00%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
WOLFF WIESE MAGANA LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Disciplined Investments, LLC 910.00%0.01%0.01%Q2 2020Q2 202310
Colonial River Wealth Management, LLC 730.12%0.19%0.25%Q4 2020Q2 202310
EPG Wealth Management LLC 520.02%0.04%0.26%Q4 2019Q3 202310
USAdvisors Wealth Management, LLC 10103.04%3.46%4.04%Q2 2021Q3 202310
Vestmark Advisory Solutions, Inc. 10100.01%0.02%0.03%Q1 2021Q2 202310
Interchange Capital Partners, LLC 820.24%0.52%0.64%Q4 2020Q3 202310
Miller Investment Management, LP 10103.63%4.41%5.07%Q3 2017Q4 201910
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 640.02%0.06%0.20%Q1 2019Q3 202110
GPS Wealth Strategies Group, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
MOTIVE WEALTH ADVISORS 10101.81%3.09%4.58%Q2 2021Q3 202310
Cornerstone Wealth Management, LLC 710.02%0.26%0.49%Q1 2017Q3 202310
HIGHLAND CAPITAL MANAGEMENT, LLC 820.00%0.12%0.16%Q2 2015Q3 201910
NORTHSTAR WEALTH PARTNERS LLC 10100.27%0.33%0.35%Q1 2018Q2 202010
SeaBridge Investment Advisors LLC 10100.00%0.00%0.00%Q2 2016Q3 201810
Bank OZK 640.10%0.11%0.12%Q1 2021Q3 202310
CATALYST PRIVATE WEALTH, LLC 10100.20%0.90%1.60%Q3 2021Q4 202310
Capital Asset Advisory Services LLC 820.00%0.00%0.03%Q4 2019Q3 202210
BB&T SECURITIES, LLC 10100.00%0.01%0.03%Q2 2017Q3 201910
Trust Co 10100.00%0.01%0.02%Q2 2020Q3 202210
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
BerganKDV Wealth Management, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
Investors Financial Group, LLC 990.36%0.46%0.68%Q4 2019Q4 20219
MISSION WEALTH MANAGEMENT, LP 540.01%0.01%0.01%Q1 2021Q3 20239
CITIZENS FINANCIAL GROUP INC/RI 810.00%0.01%0.01%Q2 2018Q3 20239
BRADLEY FOSTER & SARGENT INC/CT 990.01%0.01%0.01%Q3 2021Q3 20239
BARCLAYS PLC 720.00%0.00%0.00%Q3 2013Q3 20219
WealthPLAN Partners, LLC 630.01%0.02%0.03%Q4 2020Q2 20239
LGL PARTNERS, LLC 990.14%0.23%0.39%Q1 2018Q1 20209
Riggs Asset Managment Co. Inc. 990.00%0.79%7.11%Q3 2018Q3 20209
Edge Wealth Management LLC 990.00%0.01%0.01%Q4 2019Q4 20219
1900 WEALTH MANAGEMENT LLC 990.13%0.37%0.90%Q3 2021Q3 20239
Financial Council Asset Management Inc 994.61%7.82%10.99%Q3 2021Q3 20239
SUNTRUST BANKS INC 810.00%0.00%0.00%Q1 2017Q3 20199
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.03%Q2 2013Q2 20159
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.04%0.09%0.11%Q3 2021Q3 20239
MITCHELL MCLEOD PUGH & WILLIAMS INC 990.17%0.19%0.20%Q3 2021Q3 20239
Laurel Wealth Planning LLC 990.08%0.11%0.19%Q4 2020Q4 20229
JFS WEALTH ADVISORS, LLC 990.06%0.07%0.08%Q3 2021Q3 20239
STRINGER ASSET MANAGEMENT, LLC 990.67%2.78%4.08%Q4 2013Q4 20159
Brickley Wealth Management 810.06%0.14%0.33%Q1 2020Q3 20239
DEAN INVESTMENT ASSOCIATES, LLC 210.04%0.68%2.15%Q3 2015Q4 20229
FLAGSTAR ADVISORS INC 990.27%0.29%0.33%Q3 2021Q3 20239
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 990.35%0.67%1.31%Q4 2018Q4 20209
MAI Capital Management 990.01%0.01%0.01%Q3 2021Q3 20239
Rehmann Capital Advisory Group 310.02%0.08%0.20%Q3 2009Q1 20229
SG Americas Securities, LLC 710.00%0.01%0.03%Q2 2014Q4 20169
Sanford Advisory Services, LLC 990.10%0.31%0.60%Q4 2020Q4 20229
Key FInancial Inc 810.00%0.01%0.01%Q1 2020Q3 20239
Private Wealth Advisors, Inc. 610.08%0.17%0.29%Q4 2017Q4 20208
Sowell Financial Services LLC 710.01%0.02%0.06%Q3 2019Q1 20238
DEUTSCHE BANK AG\ 410.00%0.00%0.00%Q4 2014Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.03%0.03%0.04%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Essex Savings Bank 880.08%0.12%0.16%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 610.00%0.00%0.01%Q4 2014Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.00%0.01%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.24%0.29%0.34%Q4 2021Q3 20238
Operose Advisors LLC 880.07%0.10%0.14%Q4 2021Q3 20238
Barber Financial Group, Inc. 880.06%0.08%0.10%Q2 2021Q1 20238
EARNEST PARTNERS LLC 610.00%0.00%0.00%Q4 2019Q3 20238
Koshinski Asset Management, Inc. 410.01%0.03%0.05%Q4 2017Q3 20238
GDS Wealth Management 885.98%7.52%8.88%Q4 2021Q3 20238
COLDSTREAM CAPITAL MANAGEMENT INC 410.02%0.08%0.20%Q2 2019Q3 20238
Summit Equities Inc 880.09%0.23%0.28%Q4 2016Q3 20188
Berman Capital Advisors, LLC 880.02%0.07%0.12%Q4 2018Q3 20208
TD Waterhouse Canada Inc. 880.00%0.01%0.03%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.51%0.80%1.11%Q4 2021Q3 20238
Steinberg Global Asset Management 881.45%2.19%2.78%Q2 2017Q1 20198
WEALTHSPAN PARTNERS, LLC 880.49%0.91%1.11%Q4 2021Q3 20238
BNC WEALTH MANAGEMENT, LLC 410.01%0.10%0.13%Q3 2020Q3 20238
Viewpoint Capital Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Round Rock Advisors, LLC 880.30%0.32%0.38%Q4 2021Q3 20238
LAKE STREET PRIVATE WEALTH, LLC 880.09%0.09%0.10%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.38%0.83%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.15%0.53%0.88%Q4 2021Q3 20238
WealthShield Partners, LLC 530.02%0.09%0.31%Q2 2020Q3 20238
SUTTON PLACE INVESTORS LLC 881.94%2.17%2.43%Q4 2021Q3 20238
CHOREO, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Royal Fund Management, LLC 880.01%0.01%0.02%Q2 2018Q1 20208
Quent Capital, LLC 880.50%0.79%0.90%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
One Day In July LLC 880.05%0.07%0.09%Q4 2021Q3 20238
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2020Q2 20228
SOUTHERN CAPITAL ADVISORS, LLC 8810.01%13.52%17.07%Q4 2021Q3 20238
PSI Advisors, LLC 510.00%0.71%5.61%Q4 2019Q1 20238
Mechanics Financial Corp 880.02%0.02%0.02%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
IEQ CAPITAL, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.00%0.00%Q4 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.00%0.00%Q2 2013Q1 20158
Claro Advisors LLC 880.09%0.11%0.12%Q4 2021Q3 20238
Melone Private Wealth, LLC 880.28%0.32%0.38%Q4 2021Q3 20238
Vantage Financial Partners, LLC 881.38%3.19%7.64%Q4 2021Q3 20238
Pacific Center for Financial Services 530.01%0.01%0.01%Q3 2021Q3 20238
Kovack Advisors, Inc. 620.07%0.09%0.10%Q4 2017Q4 20198
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.07%0.08%0.10%Q4 2020Q3 20228
Stephens Consulting, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
Eagle Strategies LLC 880.46%0.56%0.70%Q4 2021Q3 20238
SEI INVESTMENTS CO 620.00%0.00%0.00%Q1 2017Q1 20198
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 210.00%0.09%0.42%Q4 2013Q1 20208
TCI Wealth Advisors, Inc. 510.00%0.04%0.12%Q4 2012Q4 20228
Simplicity Solutions, LLC 620.01%0.07%0.12%Q3 2019Q2 20238
Peak Capital Management LLC 882.18%3.17%4.06%Q2 2017Q1 20198
Faithward Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BIEGEL & WALLER LLC 881.75%2.73%4.74%Q4 2017Q3 20198
Morton Brown Family Wealth, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.18%0.20%0.22%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 881.49%2.07%2.66%Q4 2021Q3 20238
COUNTRY TRUST BANK 770.00%0.00%0.00%Q1 2021Q3 20227
Prime Capital Investment Advisors, LLC 610.00%0.01%0.02%Q1 2020Q3 20237
Parisi Gray Wealth Management 610.02%3.84%6.14%Q2 2021Q2 20237
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q2 2021Q2 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
ICA Group Wealth Management, LLC 771.26%1.37%1.48%Q1 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
PBMares Wealth Management LLC 610.14%0.29%0.47%Q1 2020Q4 20217
Atria Wealth Solutions, Inc. 770.33%0.35%0.38%Q1 2022Q3 20237
WEALTHSOURCE PARTNERS, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Gibson Capital, LLC 770.07%0.10%0.11%Q2 2013Q4 20147
TWO SIGMA SECURITIES, LLC 210.00%0.14%0.42%Q1 2015Q3 20237
SITTNER & NELSON, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.21%0.53%0.79%Q1 2022Q3 20237
Glenview Trust Co 770.02%0.02%0.02%Q4 2021Q2 20237
Hudock, Inc. 610.01%0.01%0.01%Q1 2018Q3 20227
Advocacy Wealth Management Services, LLC 520.00%0.13%0.21%Q4 2017Q3 20207
Perennial Investment Advisors, LLC 430.07%0.09%0.12%Q3 2021Q3 20237
Vident Investment Advisory, LLC 770.00%0.13%0.39%Q4 2021Q2 20237
Sequoia Wealth Management, LLC 770.29%0.62%1.61%Q1 2018Q3 20197
Oliver Luxxe Assets LLC 771.52%1.61%1.89%Q4 2015Q2 20177
Bank of New York Mellon Corp 410.00%0.00%0.01%Q4 2019Q3 20237
Garde Capital, Inc. 770.01%1.17%1.80%Q1 2022Q3 20237
CI INVESTMENTS INC. 770.01%0.02%0.04%Q4 2020Q2 20227
Edge Advisors, LLC 770.83%1.30%1.75%Q4 2016Q2 20187
Aptus Capital Advisors, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
F3Logic, LLC 610.17%2.86%6.26%Q3 2020Q4 20227
Morling Financial Advisors, LLC 771.16%1.31%1.50%Q1 2022Q3 20237
SCHMIDT P J INVESTMENT MANAGEMENT INC 430.06%0.08%0.11%Q4 2016Q4 20197
Strategies Wealth Advisors, LLC 432.49%2.86%3.38%Q4 2021Q3 20237
MKD WEALTH COACHES, LLC 770.30%0.43%0.85%Q4 2018Q2 20207
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
Timber Hill LLC 410.00%0.01%0.02%Q2 2013Q3 20157
NATIXIS 770.00%0.00%0.01%Q3 2020Q1 20227
Lauterbach Financial Advisors, LLC 430.17%0.19%0.21%Q4 2021Q3 20237
Ten Capital Wealth Advisors, LLC 770.00%0.00%0.01%Q3 2021Q1 20237
FFT WEALTH MANAGEMENT LLC 610.03%0.14%0.25%Q1 2018Q2 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.00%Q2 2013Q4 20147
ANGELES WEALTH MANAGEMENT, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
WealthBridge Capital Management, LLC 520.01%0.16%0.32%Q4 2018Q4 20217
Zions Bancorporation, N.A. 310.00%0.00%0.01%Q4 2019Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.06%0.08%0.15%Q1 2021Q4 20227
Hefty Wealth Partners 661.16%1.81%3.62%Q4 2016Q1 20186
BOK Financial Private Wealth, Inc. 660.03%0.04%0.05%Q1 2018Q2 20196
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Paradigm Financial Partners, LLC 660.13%0.88%1.23%Q1 2021Q2 20226
SouthState Corp 660.00%0.00%0.00%Q2 2022Q3 20236
Ausdal Financial Partners, Inc. 660.32%0.49%0.62%Q2 2021Q3 20226
PARSONS CAPITAL MANAGEMENT INC/RI 330.02%0.02%0.03%Q1 2018Q3 20236
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.04%0.06%0.10%Q2 2022Q3 20236
Annapolis Financial Services, LLC 420.01%0.02%0.04%Q4 2020Q2 20226
Austin Private Wealth, LLC 660.04%0.04%0.05%Q2 2022Q3 20236
TRIAD FINANCIAL ADVISORS, INC. 660.17%0.20%0.29%Q4 2021Q1 20236
Chicago Partners Investment Group LLC 660.02%0.03%0.05%Q2 2017Q3 20186
Stonebridge Financial Planning Group, LLC 330.01%0.01%0.02%Q4 2019Q4 20216
Blue Trust, Inc. 666.17%6.43%7.08%Q2 2022Q3 20236
KRAFT ASSET MANAGEMENT, LLC 660.23%0.25%0.28%Q2 2022Q3 20236
Cutler Capital Management, LLC 660.13%0.15%0.18%Q2 2022Q3 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 660.30%0.40%0.58%Q2 2022Q3 20236
ENCOMPASS WEALTH ADVISORS, LLC 510.08%0.10%0.14%Q4 2020Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.01%0.02%Q4 2019Q3 20236
Realta Investment Advisors 220.00%0.00%0.01%Q2 2019Q3 20236
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
Waverly Advisors, LLC 660.04%0.15%0.66%Q2 2022Q3 20236
Employees' Retirement Fund of the City of Fort Worth 667.71%8.30%9.24%Q1 2022Q2 20236
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 510.01%0.02%0.04%Q2 2020Q3 20236
Beirne Wealth Consulting Services, LLC 660.18%0.33%0.46%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Zhang Financial LLC 510.11%0.16%0.17%Q2 2014Q2 20176
NFJ INVESTMENT GROUP, LLC 660.00%0.02%0.04%Q3 2021Q4 20226
HILLTOP WEALTH ADVISORS, LLC 660.26%1.22%1.79%Q2 2022Q3 20236
Angeles Investment Advisors, LLC 310.01%0.05%0.12%Q1 2020Q4 20216
Avion Wealth 660.02%0.03%0.04%Q2 2022Q3 20236
Lansing Street Advisors 661.31%1.65%2.17%Q1 2022Q2 20236
MCDONALD PARTNERS LLC 420.09%0.10%0.12%Q4 2020Q2 20226
Integer Wealth Advisors Group LLC 660.40%0.55%0.67%Q4 2019Q1 20216
ANCHOR CAPITAL ADVISORS LLC 660.01%0.03%0.08%Q4 2018Q1 20206
ZACKS INVESTMENT MANAGEMENT 660.00%0.00%0.01%Q1 2022Q2 20236
FORTE ASSET MANAGEMENT LLC 660.22%0.25%0.27%Q2 2022Q3 20236
B, B, H, & B INC. 660.63%3.59%8.44%Q4 2020Q1 20226
Quad-Cities Investment Group, LLC 660.03%0.03%0.04%Q2 2018Q3 20196
Bogart Wealth, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Drake & Associates, LLC 667.51%7.80%8.00%Q2 2022Q3 20236
Boyd Wealth Management, LLC 660.26%0.37%0.49%Q2 2022Q3 20236
Destiny Wealth Partners, LLC 660.00%0.01%0.02%Q3 2021Q4 20226
Simply Money Advisors 662.88%3.16%3.42%Q4 2016Q1 20186
Dynamic Advisor Solutions LLC 550.02%0.20%0.36%Q3 2022Q3 20235
Permanens Capital L.P. 550.00%0.00%0.00%Q2 2020Q2 20215
Kore Private Wealth LLC 320.01%0.01%0.01%Q4 2018Q2 20205
CREDIT SUISSE AG/ 550.00%0.00%0.01%Q3 2013Q3 20145
ALLEGHANY CORP /DE 411.98%2.68%4.98%Q2 2017Q3 20185
Kerntke Otto McGlone Wealth Management Group 410.00%3.22%5.71%Q3 2020Q4 20225
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q1 2018Q1 20195
CKW FINANCIAL GROUP 550.25%0.31%0.36%Q1 2022Q1 20235
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2016Q3 20235
Dougherty Wealth Advisers LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Retirement Planning Group, LLC 550.13%0.14%0.14%Q2 2013Q2 20145
Jaffetilchin Investment Partners, LLC 550.23%0.34%0.50%Q1 2019Q1 20205
U.S. Capital Wealth Advisors, LLC 550.02%0.03%0.05%Q3 2022Q3 20235
FEDERATED HERMES, INC. 210.00%0.00%0.01%Q4 2013Q4 20155
DT Investment Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Vectors Research Management, LLC 550.00%0.01%0.01%Q4 2019Q4 20205
EVERMAY WEALTH MANAGEMENT LLC 550.01%0.14%0.19%Q3 2022Q3 20235
EXENCIAL WEALTH ADVISORS, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q3 2019Q3 20215
CLARK FINANCIAL SERVICES GROUP INC /BD 554.36%4.61%4.75%Q1 2021Q1 20225
WIN ADVISORS, INC 550.00%0.00%0.00%Q4 2021Q4 20225
Clean Yield Group 410.04%0.06%0.07%Q4 2020Q1 20225
tru Independence LLC 210.02%1.13%4.85%Q4 2019Q2 20215
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Placemark Investments, Inc. 310.00%0.01%0.01%Q2 2013Q4 20145
Northland Capital Management LLC 553.78%4.10%4.78%Q1 2022Q1 20235
Arkadios Wealth Advisors 410.00%0.01%0.01%Q4 2019Q3 20215
Human Investing LLC 550.01%0.01%0.01%Q4 2018Q4 20195
TimeScale Financial, Inc. 550.01%0.02%0.02%Q2 2022Q2 20235
KWB Wealth 550.04%0.04%0.04%Q1 2021Q1 20225
LVZ, Inc. 550.10%0.14%0.18%Q2 2016Q2 20175
Portfolio Strategies, Inc. 410.46%0.58%0.71%Q4 2017Q4 20195
AMERICAN NATIONAL BANK 550.01%0.01%0.01%Q3 2022Q3 20235
Perigon Wealth Management, LLC 410.01%0.13%0.23%Q4 2020Q3 20235
BROWN ADVISORY INC 410.00%0.00%0.01%Q4 2019Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.01%0.02%Q4 2018Q4 20225
Coston, McIsaac & Partners 550.00%0.00%0.00%Q3 2022Q3 20235
Pasadena Private Wealth, LLC 550.16%0.28%0.50%Q4 2018Q4 20195
Investors Research Corp 320.01%0.01%0.01%Q4 2021Q2 20235
PATHSTONE FAMILY OFFICE, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
CENTRAL TRUST Co 320.00%0.00%0.00%Q3 2021Q3 20235
HHG & Company, LLC 550.00%0.21%0.27%Q2 2013Q2 20145
M Holdings Securities, Inc. 320.02%0.08%0.12%Q1 2022Q2 20235
Hoover Financial Advisors, Inc. 550.00%0.01%0.02%Q2 2020Q2 20215
Sierra Capital LLC 550.06%0.07%0.08%Q1 2021Q1 20225
WFA of San Diego, LLC 210.03%0.04%0.05%Q2 2022Q3 20234
KARLINSKI ANDREW C 440.00%0.00%0.00%Q4 2021Q3 20224
Apollon Wealth Management, LLC 220.02%0.03%0.04%Q3 2022Q3 20234
Next Capital Management LLC 440.12%0.17%0.30%Q4 2018Q3 20194
Trilogy Capital Inc. 310.00%0.01%0.03%Q1 2018Q1 20214
Cerity Partners LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Venturi Wealth Management, LLC 443.39%4.91%7.47%Q4 2022Q3 20234
BADGLEY PHELPS & BELL INC 310.02%0.28%0.37%Q4 2016Q4 20194
GLENMEDE TRUST CO NA 210.00%0.00%0.01%Q1 2014Q3 20234
Strategic Financial Services, Inc, 440.02%0.06%0.08%Q4 2022Q3 20234
Beck Bode, LLC 440.82%0.97%1.05%Q4 2022Q3 20234
PERSONAL FINANCIAL CONSULTANTS INC /ADV 440.60%0.63%0.66%Q3 2018Q2 20194
Capital Advisory Group Advisory Services, LLC 220.00%0.00%0.00%Q3 2020Q3 20214
Haverford Trust Co 440.01%0.01%0.01%Q1 2016Q4 20164
DDFG, Inc 445.98%6.14%6.44%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 448.34%9.12%9.66%Q4 2022Q3 20234
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Mount Yale Investment Advisors, LLC 440.18%0.19%0.20%Q4 2018Q3 20194
FIRST HORIZON CORP 440.01%0.01%0.01%Q3 2020Q2 20214
Parkside Financial Bank & Trust 210.00%0.00%0.01%Q2 2021Q3 20234
Rise Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
SENTINEL TRUST CO LBA 441.57%2.64%3.42%Q1 2019Q4 20194
Resurgent Financial Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.01%Q1 2018Q4 20214
MONTAG A & ASSOCIATES INC 440.10%0.13%0.16%Q4 2022Q3 20234
Carr Financial Group Corp 440.30%0.35%0.38%Q4 2022Q3 20234
Winslow, Evans & Crocker, Inc. 310.00%0.00%0.00%Q4 2016Q4 20204
Cyndeo Wealth Partners, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
XML Financial, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Legacy Financial Group LLC 440.28%0.42%0.54%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.30%0.32%0.33%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC 440.18%0.19%0.21%Q4 2022Q3 20234
Eley Financial Management, Inc 442.07%2.12%2.16%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.03%0.03%0.03%Q4 2022Q3 20234
ALTERNA WEALTH MANAGEMENT, INC 310.05%0.77%1.15%Q4 2018Q3 20234
GenWealth Group, Inc. 210.06%0.07%0.09%Q4 2019Q1 20224
HFG Advisors, Inc. 440.24%0.25%0.25%Q4 2022Q3 20234
NewFocus Financial Group, LLC 440.79%1.14%1.56%Q1 2020Q4 20204
Personal Wealth Partners 310.01%0.01%0.01%Q2 2019Q2 20214
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
Tradewinds Capital Management, LLC 210.00%0.00%0.00%Q1 2021Q4 20224
Per Stirling Capital Management, LLC. 440.25%1.06%1.91%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.12%1.40%5.19%Q4 2022Q3 20234
RWA WEALTH PARTNERS, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Selective Wealth Management, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Carnegie Capital Asset Management, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
BALLAST ADVISORS LLC 440.00%0.03%0.04%Q4 2019Q3 20204
FourThought Financial Partners, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 444.52%4.59%4.74%Q4 2022Q3 20234
Breakwater Capital Group 440.64%1.23%1.55%Q4 2022Q3 20234
EASTERLY INVESTMENT PARTNERS LLC 310.03%0.12%0.21%Q4 2021Q4 20224
Beaumont Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
HEARTLAND ADVISORS INC 110.02%0.06%0.16%Q4 2015Q4 20204
ACG Wealth 210.03%0.03%0.04%Q3 2018Q2 20224
Evanson Asset Management, LLC 440.06%0.07%0.07%Q2 2018Q1 20194
Auto-Owners Insurance Co 442.06%2.16%2.23%Q4 2022Q3 20234
Better Money Decisions, LLC 310.00%0.02%0.04%Q1 2021Q2 20224
D'Orazio & Associates, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Koesten, Hirschmann & Crabtree, INC. 440.41%0.43%0.45%Q4 2022Q3 20234
Clear Perspectives Financial Planning, LLC 440.01%0.02%0.02%Q3 2021Q2 20224
MGO ONE SEVEN LLC 440.02%0.05%0.12%Q4 2022Q3 20234
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.01%Q4 2015Q4 20204
Life Planning Partners, Inc 441.77%1.86%1.91%Q4 2021Q3 20224
Watchman Group, Inc. 440.52%0.84%1.27%Q4 2022Q3 20234
SC&H Financial Advisors, Inc. 310.08%0.09%0.10%Q1 2022Q3 20234
Farther Finance Advisors, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.01%0.02%0.02%Q3 2022Q2 20234
KINGS POINT CAPITAL MANAGEMENT 440.07%0.07%0.08%Q2 2021Q1 20224
McGlone Suttner Wealth Management, Inc. 448.31%8.88%9.23%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.58%0.67%0.72%Q4 2017Q3 20184
Virginia National Bank 445.04%5.65%6.94%Q4 2022Q3 20234
Bank of New Hampshire 440.02%0.02%0.02%Q4 2022Q3 20234
LIBERTY WEALTH MANAGEMENT LLC 440.00%0.00%0.00%Q4 2020Q3 20214
CIBC Asset Management Inc 440.00%0.00%0.00%Q2 2021Q1 20224
Norway Savings Bank 440.01%0.01%0.01%Q1 2022Q4 20224
Talisman Wealth Advisors LLC 441.20%1.25%1.36%Q4 2022Q3 20234
COLLECTIVE FAMILY OFFICE LLC 440.31%0.41%0.69%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.25%0.38%0.58%Q4 2022Q3 20234
Eaton Financial Holdings Company, LLC 442.78%6.92%8.60%Q4 2022Q3 20234
Focused Wealth Management, Inc 440.01%0.01%0.01%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.35%0.40%0.43%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.02%0.04%0.04%Q4 2022Q3 20234
Trek Financial, LLC 441.41%2.66%4.99%Q4 2022Q3 20234
LWMG, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 4422.21%23.18%24.70%Q4 2022Q3 20234
QCI ASSET MANAGEMENT INC/NY 440.00%0.00%0.00%Q4 2018Q3 20194
GERMAN AMERICAN BANCORP, INC. 440.06%0.06%0.06%Q4 2022Q3 20234
Seascape Capital Management 440.35%0.44%0.61%Q4 2022Q3 20234
New Millennium Group LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Park Place Capital Corp 440.02%0.02%0.02%Q4 2022Q3 20234
Clifford Group, LLC 440.32%0.35%0.37%Q4 2022Q3 20234
Mirador Capital Partners LP 440.09%0.20%0.41%Q3 2019Q2 20204
Sowa Financial Group, Inc. 330.00%0.01%0.01%Q4 2019Q2 20203
Spears Abacus Advisors LLC 330.03%0.03%0.03%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 335.88%6.33%6.74%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.07%0.08%0.10%Q4 2020Q2 20213
Global Wealth Management Investment Advisory, Inc. 210.00%0.00%0.00%Q3 2021Q3 20233
Bleakley Financial Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
LS Investment Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Atlantic Private Wealth, LLC 330.30%0.39%0.56%Q2 2022Q4 20223
Nikulski Financial, Inc. 330.14%0.14%0.15%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.01%0.02%Q1 2022Q3 20223
Y-Intercept (Hong Kong) Ltd 210.02%0.06%0.08%Q4 2021Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
MFA WEALTH ADVISORS, LLC 333.12%3.20%3.30%Q1 2023Q3 20233
KANALY TRUST CO 330.01%0.01%0.01%Q4 2013Q2 20143
East Coast Asset Management, LLC. 330.02%0.02%0.02%Q4 2012Q2 20133
Pinnacle Wealth Management Advisory Group, LLC 210.08%0.11%0.13%Q4 2018Q4 20193
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Zullo Investment Group, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
SWEENEY & MICHEL, LLC 330.18%0.19%0.19%Q1 2023Q3 20233
WASHINGTON TRUST BANK 330.00%0.00%0.00%Q4 2016Q2 20173
Hilltop Holdings Inc. 330.35%0.44%0.52%Q1 2023Q3 20233
PACES FERRY WEALTH ADVISORS, LLC 210.02%0.20%0.34%Q3 2020Q4 20213
Legacy Private Trust Co. 330.04%0.18%0.40%Q1 2016Q3 20163
Gallagher Fiduciary Advisors, LLC 332.44%2.55%2.70%Q1 2023Q3 20233
Long Run Wealth Advisors, LLC 330.19%1.98%2.93%Q3 2022Q1 20233
Marotta Asset Management 330.07%0.12%0.17%Q4 2019Q2 20203
STEPHENS INC /AR/ 110.00%0.01%0.01%Q4 2013Q2 20233
Nadler Financial Group, Inc. 331.75%3.04%3.81%Q1 2023Q3 20233
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.01%Q1 2017Q1 20193
AUGUSTINE ASSET MANAGEMENT INC 330.11%0.11%0.12%Q1 2023Q3 20233
DEFINED WEALTH MANAGEMENT, LLC 333.05%3.28%3.61%Q1 2023Q3 20233
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 330.00%0.00%0.00%Q2 2014Q4 20143
AXXCESS WEALTH MANAGEMENT, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
BAILARD, INC. 330.10%0.11%0.11%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.04%Q3 2022Q3 20233
Collaborative Wealth Managment Inc. 110.14%0.21%0.25%Q1 2021Q2 20223
WFG Advisors, LP 330.01%0.01%0.01%Q4 2016Q2 20173
Pacifica Partners Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
Trexquant Investment LP 330.01%0.01%0.02%Q1 2023Q3 20233
MATRIX PRIVATE CAPITAL GROUP LLC 330.06%0.07%0.07%Q1 2023Q3 20233
HB Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SWMG, LLC 330.21%0.37%0.60%Q4 2022Q2 20233
CIBC Private Wealth Group, LLC 210.00%0.00%0.00%Q1 2022Q4 20223
BECKER CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q1 2023Q3 20233
Aveo Capital Partners, LLC 330.04%0.04%0.04%Q4 2021Q2 20223
Colonial Trust Co / SC 330.07%0.07%0.07%Q1 2023Q3 20233
CPA Asset Management LLC 330.19%0.25%0.37%Q1 2023Q3 20233
AFAM CAPITAL, INC. 210.04%0.23%0.35%Q4 2015Q4 20163
Glass Jacobson Investment Advisors llc 210.01%0.02%0.02%Q4 2022Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q2 20233
DHK Financial Advisors, Inc. 331.48%1.71%2.12%Q1 2023Q3 20233
Karp Capital Management Corp 330.01%0.01%0.01%Q4 2014Q2 20153
DERBY & COMPANY, INC 330.41%0.42%0.42%Q1 2021Q3 20213
Kathmere Capital Management, LLC 210.00%0.03%0.08%Q4 2019Q4 20203
TCWP LLC 330.06%0.07%0.07%Q1 2022Q3 20223
QUADRANT CAPITAL GROUP LLC 330.00%0.08%0.24%Q4 2019Q2 20203
Meridian Wealth Management, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.02%0.03%0.03%Q1 2022Q4 20223
WESTWOOD HOLDINGS GROUP INC 210.00%0.02%0.03%Q4 2018Q4 20193
Strategic Equity Management 331.65%1.82%2.17%Q2 2022Q4 20223
West Financial Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Ballew Advisors, Inc 330.04%0.04%0.04%Q1 2018Q3 20183
IAG Wealth Partners, LLC 330.00%0.02%0.03%Q4 2019Q2 20203
FRANKLIN RESOURCES INC 110.00%0.03%0.09%Q2 2020Q1 20233
Steward Financial Group LLC 210.00%0.00%0.00%Q1 2022Q3 20233
SP Asset Management LLC 330.03%0.03%0.03%Q1 2023Q3 20233
FLOW TRADERS U.S. LLC 210.08%0.16%0.25%Q3 2021Q2 20233
First Personal Financial Services 330.00%0.00%0.00%Q1 2023Q3 20233
Fiduciary Planning LLC 330.00%0.00%0.00%Q3 2020Q1 20213
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.02%Q1 2023Q3 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Clarius Group, LLC 220.79%0.84%0.88%Q2 2018Q3 20182
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
CANANDAIGUA NATIONAL BANK & TRUST CO 220.20%0.31%0.42%Q3 2018Q4 20182
IPG Investment Advisors LLC 220.26%0.27%0.27%Q2 2023Q3 20232
Winfield Associates, Inc. 220.01%0.01%0.01%Q4 2013Q1 20142
BAROMETER CAPITAL MANAGEMENT INC. 220.07%0.17%0.27%Q2 2014Q3 20142
Cosner Financial Group, LLC 228.51%8.52%8.52%Q2 2023Q3 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.02%0.03%0.03%Q2 2020Q3 20202
MainStreet Investment Advisors LLC 220.02%0.66%1.29%Q2 2020Q3 20202
Foundations Investment Advisors, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
BRINKER CAPITAL INC 110.04%0.04%0.04%Q4 2018Q4 20192
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Klingman & Associates, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SYSTEMATIC FINANCIAL MANAGEMENT LP 110.00%0.00%0.01%Q4 2014Q4 20152
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Lavaca Capital LLC 220.02%0.02%0.02%Q4 2018Q1 20192
FNY Investment Advisers, LLC 110.01%0.02%0.03%Q2 2018Q3 20232
Charles Schwab Investment Advisory, Inc. 110.00%0.01%0.02%Q4 2014Q4 20182
JOHNSON INVESTMENT COUNSEL INC 220.01%0.01%0.01%Q4 2018Q1 20192
NewEdge Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
NEW SOUTH CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q2 2013Q3 20132
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Center for Financial Planning, Inc. 110.00%0.00%0.01%Q1 2021Q2 20232
PARK AVENUE SECURITIES LLC 220.01%0.01%0.01%Q2 2021Q3 20212
THIRD AVENUE MANAGEMENT LLC 220.01%0.03%0.05%Q3 2015Q4 20152
Sandy Cove Advisors, LLC 221.81%1.83%1.86%Q2 2023Q3 20232
InterOcean Capital Group, LLC 220.14%0.16%0.17%Q1 2021Q2 20212
Wealth Quarterback LLC 220.00%0.00%0.01%Q2 2021Q3 20212
Donoghue Forlines LLC 220.96%0.98%1.01%Q2 2021Q3 20212
Advisor Resource Council 110.02%0.03%0.03%Q4 2021Q2 20222
SRS Capital Advisors, Inc. 110.00%0.01%0.01%Q2 2019Q1 20202
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Occidental Asset Management, LLC 220.32%0.39%0.47%Q2 2023Q3 20232
New Republic Capital, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
Private Portfolio Partners LLC 220.27%0.43%0.59%Q1 2019Q2 20192
Bristlecone Advisors, LLC 220.04%0.08%0.12%Q4 2019Q1 20202
KEELEY ASSET MANAGEMENT CORP 220.01%0.01%0.02%Q3 2013Q4 20132
Golden State Wealth Management, LLC 110.04%0.12%0.19%Q4 2019Q2 20202
Lantz Financial LLC 110.15%0.17%0.19%Q4 2019Q3 20222
TOTAL INVESTMENT MANAGEMENT INC 110.04%0.16%0.27%Q4 2016Q4 20192
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 220.01%0.01%0.01%Q3 2015Q4 20152
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
US FINANCIAL ADVISORS, LLC 110.02%0.06%0.09%Q1 2016Q1 20212
PRUDENT INVESTORS NETWORK, INC. 220.20%0.20%0.21%Q2 2023Q3 20232
Northwest Capital Management Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Oak Point Wealth Management 220.57%0.66%0.75%Q4 2017Q1 20182
Holistic Financial Partners 220.05%0.05%0.05%Q4 2017Q1 20182
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Signator Financial Services, Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.01%0.01%Q2 2020Q3 20232
Global Trust Asset Management, LLC 110.00%0.16%0.32%Q2 2018Q4 20192
Independent Advisor Alliance 110.23%0.40%0.57%Q1 2017Q4 20192
West Tower Group, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
CWA Asset Management Group, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Pensionmark Financial Group, LLC 110.04%0.04%0.04%Q1 2022Q2 20232
MUNDER CAPITAL MANAGEMENT 220.01%0.01%0.01%Q2 2013Q3 20132
KM Capital Management Ltd. 220.82%0.83%0.84%Q4 2022Q1 20232
Efficient Market Advisors, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
IndexIQ Advisors LLC 220.00%0.01%0.01%Q4 2021Q1 20222
V Wealth Advisors LLC 110.01%0.02%0.04%Q2 2017Q2 20212
CNB Bank 110.00%0.00%0.01%Q3 2018Q1 20232
Onyx Bridge Wealth Group LLC 220.09%0.09%0.10%Q1 2022Q2 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
AQR Capital Management 220.00%0.00%0.00%Q2 2023Q3 20232
Safeguard Financial, LLC 110.08%0.13%0.19%Q4 2022Q2 20232
Shamrock Asset Management LLC 220.00%0.00%0.00%Q3 2017Q4 20172
AFT, FORSYTH & COMPANY, INC. 220.09%0.09%0.09%Q2 2013Q3 20132
Samalin Investment Counsel, LLC 110.02%0.10%0.18%Q4 2019Q1 20212
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
HEADINVEST, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Jackson Wealth Management, LLC 220.45%0.46%0.48%Q1 2021Q2 20212
STANCORP INVESTMENT ADVISERS INC 220.04%0.04%0.04%Q4 2014Q1 20152
Wealthstream Advisors, Inc. 220.15%0.16%0.16%Q2 2023Q3 20232
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.01%0.01%0.01%Q3 2020Q4 20202
McIlrath & Eck, LLC 220.03%0.06%0.08%Q2 2023Q3 20232
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
PRIVATE CAPITAL MANAGEMENT LLC 220.10%0.10%0.10%Q1 2022Q2 20222
Brand Asset Management Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Meristem Family Wealth, LLC 110.17%0.18%0.20%Q4 2016Q2 20202
Greenhouse Wealth Management, LLC 110.15%0.17%0.18%Q4 2020Q2 20232
ShoreHaven Wealth Partners, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20212
Gunma Bank,Ltd. 221.14%1.26%1.38%Q2 2021Q3 20212
Independence Bank of Kentucky 220.00%0.00%0.00%Q2 2023Q3 20232
Alpha Omega Wealth Management LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Monument Capital Management 222.90%3.56%4.23%Q2 2023Q3 20232
BSW Wealth Partners 110.07%0.07%0.07%Q1 2021Q1 20211
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paragon Advisors, LLC 110.15%0.15%0.15%Q3 2022Q3 20221
St. James Investment Company, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
LITTLE HOUSE CAPITAL LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Beaumont Financial Partners, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Carroll Investors, Inc 110.01%0.01%0.01%Q1 2022Q1 20221
Aprio Wealth Management, LLC 111.23%1.23%1.23%Q4 2019Q4 20191
BEDEL FINANCIAL CONSULTING INC 110.06%0.06%0.06%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Wealthgate Family Office, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Vident Advisory, LLC 110.41%0.41%0.41%Q3 2023Q3 20231
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Genesis Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
True Link Financial Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Compass Ion Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SageView Advisory Group, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Partnervest Advisory Services LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Thomasville National Bank 110.05%0.05%0.05%Q3 2017Q3 20171
NVWM, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Teamwork Financial Advisors, LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Beacon Pointe Wealth Advisors, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
OSTERWEIS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2022Q4 20221
S.A. Mason LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Tradewinds Global Investors, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Cedar Brook Financial Partners, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Magnus Financial Group LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Verus Financial Partners, Inc. 110.13%0.13%0.13%Q3 2020Q3 20201
Intrua Financial, LLC 110.18%0.18%0.18%Q2 2020Q2 20201
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
CRAMER ROSENTHAL MCGLYNN LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Addison Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
BB&T INVESTMENT SERVICES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Alaethes Wealth LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Intellectus Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
KFG WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Bullseye Investment Management, LLC 118.19%8.19%8.19%Q1 2023Q1 20231
AlphaCore Capital LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Verum Partners LLC 110.14%0.14%0.14%Q3 2023Q3 20231
IAM Advisory, LLC 110.52%0.52%0.52%Q2 2021Q2 20211
Garrett Wealth Advisory Group, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
OLD MISSION CAPITAL LLC 110.86%0.86%0.86%Q2 2020Q2 20201
MACROVIEW INVESTMENT MANAGEMENT LLC 110.15%0.15%0.15%Q3 2023Q3 20231
J.Safra Asset Management Corp 110.20%0.20%0.20%Q4 2016Q4 20161
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
B. Riley Wealth Management, Inc. 110.10%0.10%0.10%Q1 2014Q1 20141
MERIDIAN MANAGEMENT CO 110.11%0.11%0.11%Q1 2023Q1 20231
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CWS Financial Advisors, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Marble Harbor Investment Counsel, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Wedmont Private Capital 110.09%0.09%0.09%Q3 2023Q3 20231
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
ETRADE Capital Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BRIGHTON JONES LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SYON CAPITAL LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Personal Capital Advisors Corp 110.01%0.01%0.01%Q4 2019Q4 20191
Running Point Capital Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
JMG Financial Group, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
LaSalle St. Investment Advisors, LLC 110.70%0.70%0.70%Q3 2023Q3 20231
Emerson Wealth, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Castleview Partners, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SHELTON CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
DFPG INVESTMENTS, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Oakworth Capital, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
R. W. Roge & Company, Inc. 110.38%0.38%0.38%Q3 2023Q3 20231
STEINBERG ASSET MANAGEMENT LLC 110.10%0.10%0.10%Q4 2016Q4 20161
Crestwood Advisors Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
GREENWOOD GEARHART INC 110.03%0.03%0.03%Q3 2022Q3 20221
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
NOTTINGHAM ADVISORS, INC. 110.03%0.03%0.03%Q4 2022Q4 20221
Legacy Financial Advisors, Inc. 110.33%0.33%0.33%Q4 2018Q4 20181
Advisors Preferred, LLC 110.14%0.14%0.14%Q1 2014Q1 20141
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
AWM CAPITAL, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
AXS Investments LLC 110.69%0.69%0.69%Q4 2021Q4 20211
Merit Financial Group, LLC 1110.28%10.28%10.28%Q1 2019Q1 20191
TIAA CREF TRUST CO FSB/MO 110.01%0.01%0.01%Q1 2017Q1 20171
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Hubbell Strickland Wealth Management, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
INGALLS & SNYDER LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
FURE FINANCIAL CORP 111.63%1.63%1.63%Q3 2022Q3 20221
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
WCG Wealth Advisors LLC 110.03%0.03%0.03%Q2 2022Q2 20221
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q4 2014Q4 20141
Genesee Capital Advisors, LLC 110.52%0.52%0.52%Q2 2021Q2 20211
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Nalls Sherbakoff Group, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
VICUS CAPITAL 110.13%0.13%0.13%Q3 2017Q3 20171
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2023Q1 20231
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.20%0.20%0.20%Q1 2023Q1 20231
WealthOne, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
EMERSON INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
XML SECURITIES, LLC 110.26%0.26%0.26%Q1 2018Q1 20181
QUEST CAPITAL MANAGEMENT INC /ADV 110.07%0.07%0.07%Q4 2021Q4 20211
Ellevest, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Elevated Capital Advisors, LLC 111.25%1.25%1.25%Q1 2021Q1 20211
Neuberger Berman Group LLC 110.02%0.02%0.02%Q1 2021Q1 20211
MRA Associates USA LLC 110.11%0.11%0.11%Q2 2019Q2 20191
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Family Capital Management, Inc. 110.28%0.28%0.28%Q3 2023Q3 20231
Members Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Aston Asset Management, LLC 110.40%0.40%0.40%Q4 2014Q4 20141
Doman Group, LLC 110.43%0.43%0.43%Q4 2021Q4 20211
ExodusPoint Capital Management, LP 110.04%0.04%0.04%Q2 2020Q2 20201
FOSTER DYKEMA CABOT & CO INC/MA 114.93%4.93%4.93%Q4 2019Q4 20191
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
Tradewinds, LLC. 110.13%0.13%0.13%Q4 2022Q4 20221
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
American Trust 110.02%0.02%0.02%Q3 2022Q3 20221
Halpern Financial, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
CFO4Life, L.P. 110.23%0.23%0.23%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Farmer Steven Patrick 110.04%0.04%0.04%Q2 2022Q2 20221
Gallagher Benefit Services, Inc. 116.26%6.26%6.26%Q4 2022Q4 20221
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
RFG Advisory, LLC 110.09%0.09%0.09%Q1 2018Q1 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
STABLEFORD CAPITAL II LLC 110.19%0.19%0.19%Q1 2023Q1 20231
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q4 2019Q4 20191
External links

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