ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
J.P. Morgan Private Wealth Advisors LLC 42420.03%0.20%0.88%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.15%0.20%0.28%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.04%0.11%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.04%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.02%0.47%1.13%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.06%0.15%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.16%0.38%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.03%0.12%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.08%0.36%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.02%0.03%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.91%1.72%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.03%0.09%Q2 2013Q3 202342
FMR LLC 42420.01%0.01%0.01%Q2 2013Q3 202342
Cetera Advisors LLC 42420.06%0.27%1.44%Q2 2013Q3 202342
HighTower Advisors, LLC 41410.00%0.13%0.29%Q3 2013Q3 202341
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 41410.00%0.01%0.07%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.00%0.01%0.04%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.03%0.07%0.10%Q2 2013Q3 202341
Cetera Advisor Networks LLC 40400.02%0.12%0.30%Q4 2013Q3 202340
NATIXIS ADVISORS, L.P. 3410.00%0.03%0.10%Q2 2013Q3 202340
ClearBridge Investments 15100.00%0.02%0.21%Q3 2013Q3 202339
CIM, LLC 39390.13%0.20%0.32%Q2 2013Q4 202239
ENVESTNET ASSET MANAGEMENT INC 3620.00%0.06%0.16%Q3 2013Q3 202338
STIFEL FINANCIAL CORP 38380.01%0.02%0.06%Q2 2014Q3 202338
JPMORGAN CHASE & CO 3170.00%0.00%0.00%Q2 2013Q3 202338
Private Advisor Group, LLC 38380.02%0.41%1.02%Q2 2014Q3 202338
ST GERMAIN D J CO INC 3530.00%0.03%0.04%Q2 2014Q4 202338
Family Firm, Inc. 36360.30%0.35%0.46%Q4 2014Q3 202336
Neumann Capital Management, LLC 36361.01%1.26%1.49%Q4 2014Q3 202336
HOLLENCREST CAPITAL MANAGEMENT 3420.12%0.78%2.94%Q4 2013Q3 202336
UBS Group AG 36360.00%0.06%0.12%Q4 2014Q3 202336
Advisory Services Network, LLC 2780.00%0.04%0.17%Q4 2014Q3 202335
Burt Wealth Advisors 34340.14%0.24%0.37%Q4 2014Q1 202334
Rehmann Capital Advisory Group 1520.04%0.06%0.19%Q3 2009Q3 202334
Legacy Private Trust Co. 34340.12%0.27%1.48%Q2 2015Q3 202334
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2013Q3 202334
Patten Group, Inc. 34340.01%0.09%0.14%Q2 2015Q3 202334
FIFTH THIRD BANCORP 2320.00%0.00%0.01%Q2 2014Q3 202334
Heritage Wealth Advisors 3130.00%0.08%0.18%Q4 2014Q2 202334
Community Financial Services Group, LLC 2770.07%2.53%4.73%Q2 2013Q4 202134
Creative Planning 2320.00%0.00%0.01%Q4 2014Q3 202333
TRUIST FINANCIAL CORP 17160.01%0.03%0.07%Q2 2013Q3 202333
BROWN BROTHERS HARRIMAN & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 32320.02%0.09%0.19%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.07%1.04%2.78%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.02%0.08%Q1 2016Q4 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
SCHMIDT P J INVESTMENT MANAGEMENT INC 32320.07%0.16%0.50%Q4 2015Q3 202332
Armbruster Capital Management, Inc. 32320.06%0.11%0.19%Q4 2015Q3 202332
Citadel Advisors 610.00%0.00%0.01%Q4 2014Q3 202332
High Falls Advisors, Inc 19120.10%0.13%0.18%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.08%0.32%Q4 2015Q3 202331
First Heartland Consultants, Inc. 31310.04%0.33%0.71%Q1 2016Q3 202331
Sigma Planning Corp 31310.06%0.22%1.47%Q1 2016Q3 202331
MONETARY MANAGEMENT GROUP INC 30300.01%0.03%0.05%Q2 2014Q3 202130
CWM, LLC 2280.00%0.02%0.06%Q1 2016Q3 202330
THRIVENT FINANCIAL FOR LUTHERANS 19190.01%0.11%0.34%Q1 2019Q3 202330
FINANCIAL COUNSELORS INC 2820.02%0.07%0.14%Q1 2016Q3 202330
Geneos Wealth Management Inc. 30300.00%0.01%0.02%Q2 2016Q3 202330
OAK RIDGE INVESTMENTS LLC 2110.01%0.08%0.33%Q4 2014Q3 202329
ALBION FINANCIAL GROUP /UT 18100.02%0.19%0.29%Q3 2016Q3 202328
Baird Financial Group, Inc. 28280.00%0.05%0.10%Q4 2016Q3 202328
Plante Moran Financial Advisors, LLC 2440.00%0.04%0.14%Q4 2014Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.04%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.80%1.93%Q4 2016Q3 202328
Capital Analysts, LLC 28280.02%0.07%0.20%Q4 2016Q3 202328
COLDSTREAM CAPITAL MANAGEMENT INC 2440.06%0.27%0.48%Q3 2016Q3 202328
JANE STREET GROUP, LLC 1310.00%0.01%0.05%Q1 2014Q3 202328
First City Capital Management, Inc. 1990.09%0.18%0.26%Q1 2014Q3 202328
COMMERCE BANK 2170.00%0.01%0.01%Q3 2016Q3 202328
Ullmann Wealth Partners Group, LLC 28280.10%0.41%0.96%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.08%Q2 2013Q4 201927
Patriot Financial Group Insurance Agency, LLC 27270.00%0.08%0.31%Q1 2017Q3 202327
RIVERBRIDGE PARTNERS LLC 2010.00%0.02%0.09%Q4 2014Q3 202327
SOL Capital Management CO 27270.06%0.08%0.10%Q1 2017Q3 202327
First Allied Advisory Services, Inc. 27270.01%0.07%0.18%Q1 2014Q3 202027
Baker Avenue Asset Management, LP 27270.00%0.04%0.07%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.01%0.02%0.11%Q1 2017Q3 202327
LEAVELL INVESTMENT MANAGEMENT, INC. 26260.03%0.03%0.03%Q2 2017Q3 202326
Snowden Capital Advisors LLC 1880.02%0.09%0.24%Q1 2017Q3 202326
LINCOLN NATIONAL CORP 15110.01%0.02%0.04%Q1 2017Q3 202326
Global Retirement Partners, LLC 1970.21%0.58%1.08%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.03%0.14%0.23%Q2 2017Q3 202326
Cutler Group LLC / CA 15150.00%0.00%0.01%Q1 2020Q3 202326
Asset Dedication, LLC 2150.00%0.00%0.02%Q1 2017Q3 202326
Sandy Spring Bank 2510.00%1.36%1.97%Q2 2013Q3 202326
PARSONS CAPITAL MANAGEMENT INC/RI 26260.04%0.16%0.24%Q2 2017Q3 202326
WESTWOOD HOLDINGS GROUP INC 26260.05%0.13%0.20%Q2 2017Q3 202326
HOWE & RUSLING INC 2230.00%0.67%1.98%Q2 2014Q3 202325
Good Life Advisors, LLC 1960.10%0.61%1.30%Q2 2017Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.11%1.37%2.08%Q3 2017Q3 202325
Wealthcare Advisory Partners LLC 25250.12%0.16%0.23%Q3 2017Q3 202325
Stratos Wealth Partners, LTD. 25250.02%0.10%0.13%Q3 2017Q3 202325
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 25250.00%0.07%0.19%Q3 2017Q3 202325
TIAA, FSB 25250.01%0.03%0.13%Q2 2017Q2 202325
White Lighthouse Investment Management Inc. 24240.32%0.73%1.36%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.48%0.97%1.60%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.08%0.34%0.88%Q4 2017Q3 202324
Mascoma Wealth Management LLC 12124.88%7.85%11.39%Q4 2016Q3 202324
JMG Financial Group, Ltd. 24240.11%0.15%0.18%Q4 2017Q3 202324
Parsec Financial Management, Inc. 24240.12%0.22%0.34%Q2 2017Q1 202324
NewEdge Advisors, LLC 2310.00%0.14%0.44%Q2 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.16%0.18%0.19%Q4 2015Q3 202124
Nikulski Financial, Inc. 24240.25%0.36%0.44%Q4 2017Q3 202324
Carroll Financial Associates, Inc. 2310.02%0.11%0.21%Q3 2015Q4 202124
Colorado Capital Management, Inc. 24240.29%1.95%2.82%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.03%0.04%0.05%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.10%Q4 2017Q3 202324
Advanced Asset Management Advisors Inc 24244.04%5.01%5.74%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.28%1.29%4.10%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.18%0.26%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 2030.00%0.08%0.19%Q2 2013Q3 202323
Bank of New York Mellon Corp 23230.00%0.00%0.01%Q1 2018Q3 202323
Balentine LLC 1530.00%1.24%7.27%Q2 2017Q3 202323
COLONY GROUP LLC 1350.01%0.22%0.38%Q4 2014Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.01%0.06%0.10%Q1 2018Q3 202323
Greenline Partners, LLC 12110.35%0.63%0.75%Q4 2017Q3 202323
Bedel Financial Consulting, Inc. 23230.11%0.42%1.00%Q4 2017Q2 202323
People's United Financial, Inc. 22220.04%0.35%1.05%Q4 2016Q1 202222
PLANNING DIRECTIONS INC 1481.42%1.84%2.33%Q1 2018Q3 202322
NORTHERN TRUST CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
DOLIVER ADVISORS, LP 21210.11%10.24%23.74%Q4 2018Q4 202322
M&T BANK CORP 1010.00%0.02%0.09%Q3 2014Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.03%0.23%0.55%Q2 2018Q3 202322
PFG Advisors 1750.11%0.18%0.36%Q4 2017Q3 202322
D.A. DAVIDSON & CO. 1810.00%0.01%0.02%Q4 2013Q3 202322
Strategic Point Investment Advisors, LLC 22220.04%0.54%0.70%Q2 2017Q3 202222
Gradient Investments LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
BRIGHTON JONES LLC 22220.06%0.07%0.10%Q2 2018Q3 202322
Legacy Financial Advisors, Inc. 1390.08%0.15%0.35%Q4 2017Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1840.00%0.01%0.03%Q4 2017Q3 202322
BRYN MAWR TRUST Co 1920.01%0.01%0.02%Q2 2018Q3 202321
HUNTINGTON NATIONAL BANK 1010.00%0.00%0.01%Q2 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.05%0.18%0.29%Q3 2018Q3 202321
Tower Research Capital LLC (TRC) 730.00%0.04%0.16%Q4 2017Q3 202321
West Branch Capital LLC 1470.12%0.19%0.37%Q2 2018Q3 202321
RAYMOND JAMES TRUST N.A. 1740.01%0.03%0.08%Q2 2018Q3 202321
Ford Financial Group, LLC 21210.25%1.54%2.03%Q4 2017Q4 202221
CX Institutional 1830.00%0.86%2.06%Q2 2018Q3 202321
Cornerstone Advisory, LLC 21210.19%0.70%1.21%Q3 2018Q3 202321
NOMURA ASSET MANAGEMENT CO LTD 850.00%0.01%0.04%Q3 2017Q3 202321
American Portfolios Advisors 20200.02%0.08%0.12%Q4 2017Q3 202220
MONECO Advisors, LLC 20200.07%0.15%0.24%Q4 2018Q3 202320
SUNTRUST BANKS INC 1190.00%0.01%0.02%Q2 2013Q3 201920
ERTS Wealth Advisors, LLC 20202.44%4.01%6.87%Q4 2018Q3 202320
Global Strategic Investment Solutions, LLC 20200.35%3.68%6.68%Q4 2018Q3 202320
OneDigital Investment Advisors LLC 20200.20%0.49%1.02%Q4 2018Q3 202320
Insight Wealth Strategies, LLC 20200.10%1.58%3.86%Q4 2018Q3 202320
F3Logic, LLC 20200.10%3.38%6.82%Q1 2018Q4 202220
Edge Capital Group, LLC 20200.41%0.68%1.34%Q4 2018Q3 202320
Archer Investment Corp 20200.01%0.01%0.04%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.11%0.29%0.54%Q4 2018Q3 202320
Meridian Wealth Advisors, LLC 20200.09%0.14%0.27%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.08%0.38%Q4 2018Q3 202320
Tennessee Valley Asset Management Partners 202010.41%14.25%17.02%Q4 2018Q3 202320
Leonard Rickey Investment Advisors P.L.L.C. 20200.18%0.24%0.31%Q4 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.01%0.12%0.17%Q4 2018Q3 202320
V Wealth Advisors LLC 1110.04%0.07%0.14%Q2 2017Q2 202320
SIGNATUREFD, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.13%0.73%Q4 2018Q3 202320
Kovack Advisors, Inc. 1020.02%0.11%0.22%Q4 2017Q3 202320
Western Wealth Management, LLC 1180.22%0.45%0.74%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Cornell Pochily Investment Advisors, Inc. 19190.08%0.41%0.73%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.01%0.01%0.02%Q3 2018Q3 202319
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1180.08%0.13%0.22%Q2 2013Q1 201819
Weaver Consulting Group 19190.08%0.21%0.28%Q1 2019Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.01%Q1 2019Q3 202319
GenWealth Group, Inc. 19190.10%0.13%0.14%Q1 2019Q3 202319
MITCHELL CAPITAL MANAGEMENT CO 19191.34%2.34%5.05%Q1 2019Q3 202319
TRUSTCORE FINANCIAL SERVICES, LLC 1540.00%0.01%0.02%Q4 2017Q3 202219
TSFG, LLC 19190.01%0.04%0.06%Q1 2019Q3 202319
First National Bank of Hutchinson 19190.29%0.80%1.70%Q1 2019Q3 202319
Atria Investments, Inc 1180.02%0.07%0.28%Q2 2013Q3 202319
Omega Financial Group, LLC 19190.18%0.68%1.00%Q1 2019Q3 202319
NEXT Financial Group, Inc 1110.00%0.04%0.11%Q3 2014Q4 202119
BANK OF MONTREAL /CAN/ 1210.00%0.00%0.00%Q3 2016Q3 202319
ASPIRIANT, LLC 19190.03%0.06%0.14%Q1 2019Q3 202319
Wealthquest Corp 1450.08%0.39%0.80%Q4 2018Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.02%0.07%Q1 2019Q3 202319
Columbus Macro, LLC 19190.08%0.47%1.08%Q1 2019Q3 202319
Gladstone Institutional Advisory LLC 19190.03%0.15%0.57%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 18180.07%0.15%0.27%Q2 2019Q3 202318
AE Wealth Management LLC 18180.01%0.14%0.48%Q2 2019Q3 202318
Jackson, Grant Investment Advisers, Inc. 18180.03%0.04%0.05%Q2 2019Q3 202318
Sargent Bickham Lagudis LLC 1260.00%0.00%0.01%Q2 2017Q1 202218
Commonwealth Equity Services, Inc 18180.02%0.04%0.07%Q2 2013Q3 201718
Prospera Financial Services Inc 18180.01%0.03%0.04%Q2 2019Q3 202318
Essex Financial Services, Inc. 18180.08%0.14%0.23%Q2 2019Q3 202318
MidWestOne Financial Group, Inc. 18180.09%0.57%1.03%Q2 2019Q3 202318
Sowell Financial Services LLC 720.01%0.17%0.56%Q4 2016Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.69%0.97%1.33%Q1 2019Q3 202318
TD Capital Management LLC 1350.00%0.00%0.00%Q4 2018Q3 202318
Private Capital Group, LLC 18180.01%0.03%0.04%Q4 2017Q1 202218
Financial Partners Group, Inc 17170.08%2.66%6.50%Q4 2017Q4 202117
ALTFEST L J & CO INC 1430.04%0.06%0.07%Q2 2019Q3 202317
GREAT VALLEY ADVISOR GROUP, INC. 17170.02%0.06%0.08%Q3 2019Q3 202317
BB&T SECURITIES, LLC 17170.01%0.02%0.04%Q3 2015Q3 201917
Voya Financial Advisors, Inc. 17170.01%0.02%0.03%Q1 2017Q1 202117
Valmark Advisers, Inc. 1310.00%0.04%0.09%Q3 2018Q3 202317
Lido Advisors, LLC 17170.01%0.02%0.06%Q3 2019Q3 202317
Fusion Family Wealth LLC 17170.01%0.01%0.03%Q1 2017Q1 202117
B. Riley Wealth Advisors, Inc. 710.00%0.04%0.11%Q2 2014Q3 202317
Jacobi Capital Management LLC 17170.00%0.00%0.00%Q3 2017Q3 202117
Global Wealth Management Investment Advisory, Inc. 1520.01%0.01%0.01%Q4 2018Q3 202317
OPPENHEIMER & CO INC 17170.01%0.02%0.02%Q3 2019Q3 202317
Hubbell Strickland Wealth Management, LLC 17170.35%0.57%0.66%Q3 2019Q3 202317
Investors Research Corp 17170.00%0.06%0.12%Q3 2019Q3 202317
Benchmark Financial Wealth Advisors, LLC 17170.31%2.09%3.67%Q3 2019Q3 202317
BOKF, NA 980.00%0.01%0.02%Q2 2019Q3 202317
Mutual Advisors, LLC 17170.01%0.03%0.05%Q1 2019Q1 202317
PRUDENTIAL FINANCIAL INC 17170.00%0.00%0.00%Q3 2019Q3 202317
Jackson Hole Capital Partners, LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
NATIONAL PLANNING CORP 17170.02%0.05%0.13%Q3 2013Q3 201717
CENTRAL TRUST Co 17170.00%0.01%0.07%Q3 2019Q3 202317
Ancora Advisors LLC 1610.01%0.01%0.01%Q3 2018Q3 202317
Linscomb & Williams, Inc. 17170.01%0.05%0.26%Q3 2019Q3 202317
AFT, FORSYTH & COMPANY, INC. 1420.10%0.17%0.20%Q2 2013Q3 202316
Lenox Wealth Advisors, LLC 16160.00%0.00%0.00%Q2 2018Q1 202216
Veracity Capital LLC 16163.16%7.60%11.48%Q4 2019Q3 202316
XML Financial, LLC 16160.09%0.15%0.21%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.12%0.18%0.23%Q4 2019Q3 202316
Windsor Wealth Management, Inc. 16160.10%4.32%7.05%Q4 2019Q3 202316
SVB WEALTH LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Weil Company, Inc. 16160.28%0.40%0.53%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.16%0.23%0.33%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.01%0.05%0.08%Q3 2019Q3 202316
Column Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Regal Investment Advisors LLC 1060.01%0.02%0.03%Q2 2014Q3 202316
GM Advisory Group, LLC 830.04%1.50%4.89%Q2 2017Q3 202316
IAG Wealth Partners, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.05%0.17%0.53%Q4 2019Q3 202316
MASSMUTUAL TRUST CO FSB/ADV 16160.01%0.01%0.02%Q1 2020Q4 202316
SYNOVUS FINANCIAL CORP 1020.00%0.00%0.01%Q2 2017Q1 202216
MATRIX PRIVATE CAPITAL GROUP LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Beaumont Financial Partners, LLC 16160.03%0.04%0.04%Q4 2018Q3 202216
Stokes Family Office, LLC 16160.15%0.24%0.35%Q4 2019Q3 202316
Element Wealth, LLC 16160.02%0.07%0.17%Q4 2019Q3 202316
Cardinal Strategic Wealth Guidance 16162.53%4.95%10.08%Q4 2019Q3 202316
BDO Wealth Advisors, LLC 880.00%0.02%0.04%Q2 2017Q4 202216
Seascape Capital Management 16160.16%0.25%0.54%Q4 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 16160.00%0.01%0.02%Q4 2019Q3 202316
Trilogy Capital Inc. 1330.00%0.05%0.16%Q1 2018Q3 202316
Visionary Wealth Advisors 16160.04%0.05%0.06%Q4 2019Q3 202316
Sequoia Financial Advisors, LLC 880.02%0.04%0.08%Q3 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16162.28%2.61%2.90%Q4 2019Q3 202316
PATTEN & PATTEN INC/TN 16160.04%0.05%0.05%Q4 2019Q3 202316
Peterson Wealth Advisors, LLC 1150.08%0.14%0.26%Q3 2018Q3 202316
Carlton Hofferkamp & Jenks Wealth Management, LLC 16160.43%0.51%0.63%Q4 2019Q3 202316
Allworth Financial LP 1210.00%0.18%0.30%Q3 2017Q3 202316
Carmichael Hill & Associates, Inc. 16160.04%0.05%0.06%Q4 2019Q3 202316
IFG Advisory, LLC 1510.06%0.10%0.16%Q3 2019Q3 202316
PSI Advisors, LLC 16160.04%0.14%0.22%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.05%0.12%0.35%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.09%0.25%0.38%Q4 2017Q3 202116
Texas Capital Bank Wealth Management Services Inc 16160.12%0.24%0.48%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.05%0.07%0.09%Q4 2019Q3 202316
TL Private Wealth 16160.43%0.54%0.68%Q4 2019Q3 202316
Mariner, LLC 1210.00%0.01%0.02%Q3 2016Q3 202315
Petix & Botte Co 1234.44%6.67%8.07%Q4 2019Q3 202315
WEDBUSH SECURITIES INC 15150.01%0.04%0.09%Q3 2018Q1 202215
IEQ CAPITAL, LLC 1140.01%0.02%0.03%Q4 2019Q3 202315
Beacon Pointe Advisors, LLC 15150.02%0.06%0.17%Q1 2020Q3 202315
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1050.94%1.14%1.50%Q4 2019Q3 202315
Wealth Alliance 15150.04%0.19%0.44%Q1 2020Q3 202315
Symphony Financial, Ltd. Co. 15150.28%1.23%3.18%Q1 2020Q3 202315
Private Wealth Advisors, Inc. 15150.13%0.94%2.18%Q2 2017Q4 202015
CAROLINAS WEALTH CONSULTING LLC 15150.13%0.18%0.28%Q1 2020Q3 202315
OARSMAN CAPITAL, INC. 1410.10%0.12%0.14%Q4 2019Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 1410.02%0.32%0.80%Q1 2017Q2 202115
Covington Capital Management 15150.00%0.00%0.00%Q1 2019Q3 202215
HERON FINANCIAL GROUP, LLC 15150.28%0.36%0.44%Q4 2019Q2 202315
Cetera Investment Advisers 1410.02%0.05%0.08%Q4 2019Q3 202315
Godshalk Welsh Capital Management, Inc. 1410.17%0.27%0.32%Q4 2019Q3 202315
Keystone Financial Group 1320.20%0.38%0.49%Q4 2019Q3 202315
DROMS STRAUSS ADVISORS INC /MO/ /ADV 15150.23%0.28%0.33%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.00%0.03%0.09%Q1 2020Q3 202315
Advisor Group, Inc. 15150.10%0.21%0.44%Q2 2016Q4 201915
Seven Springs Wealth Group, LLC 15150.00%0.60%1.09%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.05%0.08%0.09%Q1 2020Q3 202315
EP Wealth Advisors, LLC 1230.02%0.03%0.04%Q4 2019Q3 202315
Cerity Partners LLC 870.00%0.01%0.02%Q4 2017Q2 202315
Ackerman Capital Advisors, LLC 15150.11%0.37%0.86%Q1 2020Q3 202315
WILLIAM HARRIS INVESTORS INC 15150.06%0.08%0.09%Q2 2013Q4 201615
Endurance Wealth Management, Inc. 14140.02%0.05%0.06%Q1 2020Q2 202314
KFA Private Wealth Group, LLC 1010.11%0.16%0.21%Q4 2019Q3 202314
Eldridge Investment Advisors, Inc. 14140.20%0.24%0.27%Q2 2020Q3 202314
Redhawk Wealth Advisors, Inc. 14140.94%1.69%3.04%Q2 2020Q3 202314
Stratos Wealth Advisors, LLC 1310.03%0.09%0.53%Q1 2020Q3 202314
Ellis Investment Partners, LLC 14140.03%0.03%0.04%Q2 2019Q3 202214
HEADINVEST, LLC 14140.05%0.06%0.07%Q2 2020Q3 202314
FIFTH THIRD SECURITIES, INC. 610.16%0.28%0.41%Q1 2017Q3 202314
Avior Wealth Management, LLC 14140.01%0.02%0.06%Q2 2020Q3 202314
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202314
Claro Advisors LLC 910.06%0.12%0.19%Q4 2018Q3 202314
J.W. COLE ADVISORS, INC. 810.05%0.11%0.15%Q4 2019Q3 202314
Kingfisher Capital LLC 14140.94%1.48%1.71%Q4 2016Q1 202014
MSI Financial Services Inc 1040.00%0.03%0.06%Q2 2013Q4 201614
Biondo Investment Advisors, LLC 13130.04%0.07%0.10%Q3 2020Q3 202313
ASSETMARK, INC 1010.00%0.00%0.01%Q1 2020Q3 202313
COMERICA BANK 1210.01%0.01%0.04%Q1 2020Q3 202313
SouthState Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
MAGNOLIA CAPITAL ADVISORS LLC 850.45%0.76%1.41%Q4 2019Q1 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.07%0.31%Q3 2020Q3 202313
Barrett Asset Management, LLC 850.00%0.00%0.00%Q1 2018Q4 202113
Vista Private Wealth Partners. LLC 850.08%0.23%0.64%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.09%0.15%0.28%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
Calamos Wealth Management LLC 1010.02%0.08%0.60%Q4 2014Q3 202313
Enterprise Trust & Investment Co 13130.03%0.06%0.07%Q2 2019Q2 202213
Providence Capital Advisors, LLC 1030.00%0.01%0.01%Q2 2019Q3 202313
HHM Wealth Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Key FInancial Inc 1210.03%0.04%0.06%Q1 2020Q3 202313
BENNETT SELBY INVESTMENTS LP 13130.27%0.35%0.42%Q4 2020Q4 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Rinet Co LLC 12120.07%0.11%0.21%Q4 2018Q3 202112
Windward Private Wealth Management Inc. 12120.85%1.44%2.10%Q4 2020Q3 202312
Ellevest, Inc. 12120.02%0.02%0.03%Q4 2020Q3 202312
JNBA Financial Advisors 12120.00%0.00%0.00%Q1 2019Q4 202112
Homrich & Berg 12120.03%0.06%0.07%Q4 2018Q3 202112
Proficio Capital Partners LLC 12120.06%0.08%0.13%Q1 2016Q4 201812
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.34%0.44%0.60%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12121.78%1.92%2.05%Q4 2020Q3 202312
IRONWOOD WEALTH MANAGEMENT, INC. 12124.80%7.12%10.24%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.10%0.15%0.31%Q4 2020Q3 202312
RPG Investment Advisory, LLC 750.00%0.03%0.08%Q1 2020Q3 202312
Golden State Wealth Management, LLC 930.71%1.02%1.32%Q1 2019Q1 202212
Kingsview Wealth Management, LLC 750.01%0.02%0.03%Q2 2020Q3 202312
SILVERCREST ASSET MANAGEMENT GROUP LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.48%0.73%1.14%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12122.35%4.09%6.65%Q4 2020Q3 202312
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12120.02%0.02%0.02%Q4 2020Q3 202312
VALLEY NATIONAL ADVISERS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Financial Architects, Inc 530.02%0.04%0.05%Q4 2019Q2 202312
IndexIQ Advisors LLC 12120.00%0.05%0.16%Q1 2019Q4 202112
Madison Wealth Partners, Inc 121215.08%16.37%17.98%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.04%0.06%0.10%Q4 2020Q3 202312
KWB Wealth 12120.05%0.09%0.19%Q4 2020Q3 202312
Wealth Management Partners, LLC 12120.53%0.66%0.86%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.00%0.01%0.05%Q4 2019Q3 202212
TriaGen Wealth Management LLC 12120.85%1.00%1.16%Q4 2020Q3 202312
ForthRight Wealth Management, LLC 12128.27%10.30%13.68%Q4 2020Q3 202312
Legacy Financial Group LLC 121210.33%12.61%16.14%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.03%0.03%0.03%Q2 2013Q1 201612
Chicago Partners Investment Group LLC 660.02%0.05%0.08%Q2 2017Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Concord Wealth Partners 740.00%0.02%0.11%Q4 2020Q3 202311
Benedetti & Gucer, Inc. 11111.14%1.62%2.27%Q1 2021Q3 202311
Kistler-Tiffany Companies, LLC 11110.01%0.01%0.01%Q4 2020Q2 202311
Newbridge Financial Services Group, Inc. 11110.01%0.04%0.05%Q1 2021Q3 202311
WealthPLAN Partners, LLC 830.01%0.10%0.15%Q2 2020Q2 202311
Spire Wealth Management 11110.30%0.44%0.53%Q1 2021Q3 202311
HYA Advisors, Inc 11110.99%1.40%1.58%Q4 2019Q2 202211
FINANCIAL CONSULATE, INC 11110.19%0.26%0.42%Q1 2017Q3 201911
Sage Mountain Advisors LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
Addison Advisors LLC 1010.01%0.03%0.06%Q4 2020Q3 202311
MCDONALD PARTNERS LLC 740.71%0.88%0.99%Q4 2020Q3 202311
CREDIT SUISSE AG/ 740.00%0.00%0.00%Q1 2013Q4 202011
ADVANTAGE INVESTMENT MANAGEMENT, LLC 11110.10%0.44%0.89%Q1 2017Q3 201911
Trexquant Investment LP 610.01%0.04%0.16%Q3 2019Q3 202311
Laird Norton Wetherby Wealth Management, LLC 1010.03%0.04%0.04%Q4 2020Q3 202311
Vectors Research Management, LLC 11110.01%0.01%0.02%Q4 2019Q2 202211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.55%1.62%3.12%Q4 2019Q2 202211
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 11110.33%0.59%1.34%Q1 2021Q3 202311
Pallas Capital Advisors LLC 11110.01%0.03%0.05%Q1 2021Q3 202311
Roble, Belko & Company, Inc 11110.20%0.21%0.23%Q1 2015Q3 201711
55I, LLC 11110.08%0.17%0.50%Q1 2020Q3 202211
MTM Investment Management, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
ALLIANCEBERNSTEIN L.P. 11110.00%0.00%0.01%Q1 2021Q3 202311
NICOLET BANKSHARES INC 11110.10%0.17%0.28%Q4 2015Q2 201811
Canvas Wealth Advisors, LLC 11111.02%2.62%4.75%Q1 2021Q3 202311
Merit Financial Group, LLC 620.01%0.03%0.05%Q4 2017Q3 202311
PRW Wealth Management LLC 910.10%0.16%0.22%Q3 2020Q3 202311
TIAA CREF TRUST CO FSB/MO 830.01%0.02%0.04%Q2 2014Q1 201711
FAS Wealth Partners, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Savior LLC 10100.00%0.36%0.57%Q4 2019Q1 202210
Timber Hill LLC 640.00%0.00%0.01%Q2 2013Q4 201610
Brinker Capital Investments, LLC 810.00%0.01%0.02%Q2 2019Q4 202210
Acropolis Investment Management, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Allen Capital Group, LLC 730.09%0.11%0.13%Q1 2021Q3 202310
ETRADE Capital Management LLC 10100.08%1.41%1.98%Q2 2018Q3 202010
ALESCO ADVISORS LLC 730.01%0.01%0.01%Q4 2020Q3 202310
Shamrock Asset Management LLC 10100.26%0.32%0.38%Q2 2016Q3 201810
Gerstein Fisher 820.07%0.19%0.30%Q3 2013Q3 201610
KINGS POINT CAPITAL MANAGEMENT 10100.01%0.04%0.08%Q4 2019Q1 202210
Cornerstone Wealth Management, LLC 710.03%0.31%0.59%Q1 2017Q3 202310
CAHILL FINANCIAL ADVISORS INC 10100.12%0.99%2.66%Q2 2021Q3 202310
NORTHSTAR WEALTH PARTNERS LLC 10100.13%0.19%0.23%Q1 2018Q2 202010
Larson Financial Group LLC 730.00%0.00%0.00%Q3 2020Q3 202310
MOTIVE WEALTH ADVISORS 10101.84%3.03%4.11%Q2 2021Q3 202310
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 910.00%0.01%0.02%Q4 2020Q3 202310
Accel Wealth Management 10100.01%0.02%0.04%Q4 2020Q1 202310
DELTA ASSET MANAGEMENT LLC/TN 730.00%0.00%0.01%Q4 2019Q3 202310
PARK AVENUE SECURITIES LLC 910.01%0.02%0.06%Q4 2020Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.04%0.06%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.03%0.05%Q1 2021Q3 202310
Sage Financial Management Group, Inc. 610.37%0.61%1.04%Q4 2020Q3 202310
Ifrah Financial Services, Inc. 10100.07%0.10%0.14%Q2 2020Q3 202210
Adero Partners, LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
PARAMETRIC PORTFOLIO ASSOCIATES LLC 10100.00%0.04%0.10%Q4 2019Q1 202210
Colonial River Wealth Management, LLC 730.19%0.32%0.49%Q4 2020Q2 202310
Csenge Advisory Group 730.04%0.06%0.09%Q1 2021Q3 202310
Financial Enhancement Group LLC 10100.01%0.01%0.01%Q1 2018Q2 202010
SALEM INVESTMENT COUNSELORS INC 990.00%0.00%0.00%Q3 2021Q3 20239
Retirement Group, LLC 540.00%0.00%0.00%Q2 2021Q3 20239
OLD SECOND NATIONAL BANK OF AURORA 990.00%0.00%0.00%Q4 2014Q4 20169
1900 WEALTH MANAGEMENT LLC 990.21%0.74%1.58%Q3 2021Q3 20239
First Horizon Advisors, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Inscription Capital, LLC 990.11%0.19%0.22%Q3 2021Q3 20239
Riggs Asset Managment Co. Inc. 990.00%0.33%2.94%Q3 2018Q3 20209
Van Hulzen Asset Management, LLC 990.05%0.05%0.06%Q3 2021Q3 20239
Crescent Grove Advisors, LLC 810.03%0.27%1.16%Q4 2018Q3 20239
Madison Asset Management, LLC 990.01%0.15%0.63%Q3 2021Q3 20239
Investors Financial Group, LLC 990.62%0.68%0.77%Q4 2019Q4 20219
MERITAGE PORTFOLIO MANAGEMENT 990.03%0.04%0.06%Q1 2020Q1 20229
Atlas Private Wealth Advisors 610.01%0.03%0.11%Q2 2020Q3 20239
Portfolio Strategies, Inc. 992.66%3.51%4.22%Q4 2017Q4 20199
Prime Capital Investment Advisors, LLC 810.01%0.02%0.04%Q4 2017Q1 20239
WHALEROCK POINT PARTNERS, LLC 720.10%0.12%0.17%Q3 2020Q3 20239
One Day In July LLC 990.05%0.08%0.09%Q3 2021Q3 20239
Gemmer Asset Management LLC 990.01%0.01%0.01%Q1 2020Q1 20229
Truvestments Capital LLC 510.00%0.00%0.01%Q3 2018Q4 20219
BARCLAYS PLC 810.00%0.00%0.00%Q2 2013Q3 20159
Laurel Wealth Planning LLC 990.04%0.08%0.10%Q4 2020Q4 20229
Cranbrook Wealth Management, LLC 810.00%0.08%0.09%Q4 2013Q1 20169
CALTON & ASSOCIATES, INC. 990.08%0.58%1.14%Q1 2020Q1 20229
NexWave Capital Partners LLC 990.55%1.05%1.84%Q4 2019Q4 20219
Veritable, L.P. 990.01%0.02%0.02%Q4 2012Q4 20149
Bartlett & Co. LLC 540.00%0.00%0.00%Q3 2020Q4 20229
Squar Milner Financial Services LLC 990.11%0.15%0.19%Q2 2018Q2 20209
Centerpoint Advisors, LLC 990.01%0.05%0.06%Q3 2021Q3 20239
MITCHELL MCLEOD PUGH & WILLIAMS INC 990.18%0.20%0.24%Q3 2021Q3 20239
DB Wealth Management Group, LLC 540.00%0.00%0.00%Q4 2020Q3 20239
EPG Wealth Management LLC 520.01%0.05%0.24%Q4 2019Q3 20239
MARK SHEPTOFF FINANCIAL PLANNING, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.02%Q2 2013Q2 20159
Orion Portfolio Solutions, LLC 630.00%0.01%0.02%Q4 2019Q3 20239
Johnson Financial Group, Inc. 540.01%0.04%0.13%Q2 2013Q3 20239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.05%0.19%0.82%Q3 2018Q3 20229
Financial Council Asset Management Inc 995.28%10.10%15.40%Q3 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.04%0.06%0.07%Q3 2021Q3 20239
STEPHENS INC /AR/ 310.00%0.01%0.01%Q1 2017Q1 20229
Lake Point Wealth Management 520.00%0.01%0.02%Q1 2019Q2 20229
Bison Wealth, LLC 990.00%0.00%0.00%Q4 2019Q4 20219
WealthCare Investment Partners, LLC 880.15%0.21%0.31%Q4 2021Q3 20238
Winslow, Evans & Crocker, Inc. 710.00%0.00%0.01%Q4 2015Q4 20208
COMERICA SECURITIES,INC. 710.01%0.02%0.02%Q3 2020Q4 20228
FourThought Financial, LLC 880.07%0.09%0.12%Q4 2020Q3 20228
Stephens Consulting, LLC 880.11%0.18%0.32%Q4 2021Q3 20238
MONETA GROUP INVESTMENT ADVISORS LLC 880.02%0.02%0.04%Q4 2021Q3 20238
HB Wealth Management, LLC 880.04%0.04%0.06%Q4 2021Q3 20238
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
QUADRANT CAPITAL GROUP LLC 530.00%0.02%0.18%Q4 2019Q3 20238
US FINANCIAL ADVISORS, LLC 620.03%0.06%0.16%Q4 2014Q1 20218
CONSILIO WEALTH ADVISORS, LLC 880.28%0.42%0.64%Q4 2021Q3 20238
Sunbelt Securities, Inc. 620.02%0.06%0.11%Q3 2019Q3 20238
Horan Securities, Inc. 710.01%0.02%0.02%Q2 2021Q2 20238
Melone Private Wealth, LLC 880.37%0.73%1.33%Q4 2021Q3 20238
CHOREO, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
GDS Wealth Management 880.11%0.89%3.12%Q4 2021Q3 20238
Sequoia Wealth Management, LLC 880.24%0.78%2.00%Q4 2017Q3 20198
Steinberg Global Asset Management 880.96%1.32%1.74%Q2 2017Q1 20198
GLENMEDE TRUST CO NA 710.00%0.00%0.00%Q4 2018Q1 20228
FSC Wealth Advisors, LLC 880.01%0.03%0.10%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.02%0.03%0.04%Q4 2021Q3 20238
TCTC Holdings, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
Cresset Asset Management, LLC 880.01%0.05%0.10%Q4 2021Q3 20238
Clearwater Capital Advisors, LLC 880.13%0.26%0.36%Q4 2017Q3 20198
Koshinski Asset Management, Inc. 530.00%0.06%0.11%Q2 2017Q1 20228
Caprock Group, LLC 620.03%0.08%0.12%Q4 2016Q3 20238
Morton Brown Family Wealth, LLC 880.05%0.06%0.09%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 881.70%2.57%3.82%Q4 2021Q3 20238
Allianz Asset Management GmbH 880.00%0.00%0.01%Q3 2019Q2 20218
OPPENHEIMER ASSET MANAGEMENT INC. 310.00%0.05%0.18%Q4 2018Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Lumature Wealth Partners, LLC 880.01%0.01%0.01%Q3 2021Q2 20238
SteelPeak Wealth, LLC 710.01%0.13%0.20%Q4 2019Q4 20218
TWO SIGMA SECURITIES, LLC 210.00%0.13%0.57%Q3 2017Q3 20238
Helen Stephens Group, LLC 884.66%5.74%6.36%Q4 2021Q3 20238
TOTAL INVESTMENT MANAGEMENT INC 880.27%0.33%0.36%Q4 2016Q3 20188
BROWN ADVISORY INC 530.00%0.00%0.00%Q3 2021Q3 20238
MYCIO WEALTH PARTNERS, LLC 530.00%0.00%0.00%Q3 2015Q4 20198
Vantage Financial Partners, LLC 882.95%10.67%30.99%Q4 2021Q3 20238
VIVID FINANCIAL MANAGEMENT, INC. 880.34%0.42%0.79%Q1 2020Q4 20218
Ulland Investment Advisors, LLC 881.42%2.22%3.44%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.01%0.01%Q1 2019Q3 20238
Mechanics Financial Corp 880.01%0.02%0.02%Q4 2021Q3 20238
OXFORD FINANCIAL GROUP, LTD. LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.09%0.19%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.34%0.52%0.75%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Quent Capital, LLC 880.76%0.98%1.11%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.48%0.53%0.64%Q4 2021Q3 20238
Bogart Wealth, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MAI Capital Management 880.01%0.01%0.01%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.25%0.53%0.67%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.00%0.01%0.01%Q4 2021Q3 20238
South Shore Capital Advisors 880.79%2.45%5.59%Q4 2020Q3 20228
Modera Wealth Management, LLC 880.05%0.69%1.23%Q4 2021Q3 20238
FINANCIAL MANAGEMENT NETWORK INC 530.07%0.10%0.12%Q1 2021Q3 20238
WRAPMANAGER INC 110.06%0.26%0.49%Q4 2015Q4 20228
Sound Financial Strategies Group, LLC 610.00%0.82%1.58%Q4 2019Q1 20237
Truadvice, LLC 770.13%0.40%0.68%Q1 2022Q3 20237
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2019Q3 20237
WESTFIELD CAPITAL MANAGEMENT CO LP 210.00%0.03%0.10%Q3 2015Q4 20227
Strategies Wealth Advisors, LLC 432.01%3.80%5.37%Q4 2021Q3 20237
Edge Advisors, LLC 770.50%0.58%0.73%Q4 2016Q2 20187
ICA Group Wealth Management, LLC 770.23%0.50%0.61%Q1 2022Q3 20237
MCF Advisors LLC 410.00%0.01%0.04%Q1 2016Q2 20227
HSBC HOLDINGS PLC 770.04%0.08%0.11%Q1 2012Q3 20137
SITTNER & NELSON, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Operose Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Horizon Investments, LLC 610.03%0.13%0.21%Q2 2016Q3 20237
Allspring Global Investments Holdings, LLC 770.00%0.01%0.03%Q4 2021Q2 20237
FormulaFolio Investments, LLC 430.02%0.05%0.10%Q1 2018Q4 20207
Cornerstone Advisors, Inc. 770.00%0.00%0.00%Q1 2019Q3 20207
Qube Research & Technologies Ltd 610.00%0.00%0.00%Q4 2021Q3 20237
Kelman-Lazarov, Inc. 430.07%0.08%0.11%Q2 2019Q1 20227
PATTON ALBERTSON MILLER GROUP, LLC 770.09%0.65%1.30%Q2 2016Q4 20177
COUNTRY TRUST BANK 770.00%0.00%0.00%Q1 2021Q3 20227
WIN ADVISORS, INC 520.02%1.49%5.32%Q4 2021Q3 20237
CNB Bank 770.03%0.04%0.06%Q2 2018Q4 20197
Private Portfolio Partners LLC 610.05%0.08%0.09%Q4 2020Q2 20237
Simplicity Solutions, LLC 520.01%0.12%0.28%Q4 2019Q1 20237
MKD WEALTH COACHES, LLC 770.25%0.34%0.43%Q4 2018Q2 20207
Atria Wealth Solutions, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
Beaird Harris Wealth Management, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Zions Bancorporation, N.A. 310.00%0.01%0.02%Q4 2019Q3 20237
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 770.07%0.38%0.73%Q2 2019Q4 20207
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 610.01%0.07%0.11%Q2 2018Q1 20227
MONTAG A & ASSOCIATES INC 770.00%0.00%0.00%Q1 2021Q3 20227
REILLY FINANCIAL ADVISORS, LLC 770.00%0.00%0.01%Q2 2020Q4 20217
Ten Capital Wealth Advisors, LLC 770.01%0.01%0.02%Q3 2021Q1 20237
TRANSCEND CAPITAL ADVISORS, LLC 770.06%0.08%0.10%Q1 2022Q3 20237
HRT FINANCIAL LP 510.01%0.03%0.04%Q1 2020Q4 20227
FDx Advisors, Inc. 770.01%0.01%0.01%Q1 2017Q3 20187
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.07%0.14%Q1 2021Q4 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.03%Q4 2020Q4 20227
Litman Gregory Wealth Management LLC 320.02%0.08%0.18%Q1 2018Q3 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
FLOW TRADERS U.S. LLC 310.02%0.11%0.24%Q1 2021Q2 20237
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Brio Consultants, LLC 660.06%0.95%1.33%Q2 2022Q3 20236
MUFG Americas Holdings Corp 410.00%0.00%0.01%Q1 2019Q3 20226
RFG Advisory, LLC 510.05%0.07%0.12%Q1 2018Q3 20236
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q2 2022Q3 20236
Perigon Wealth Management, LLC 420.00%0.18%0.36%Q2 2016Q3 20236
BESSEMER GROUP INC 330.00%0.02%0.05%Q2 2018Q1 20206
Beacon Capital Management, LLC 420.01%0.01%0.03%Q1 2022Q3 20236
Phoenix Wealth Advisors 661.36%2.51%3.03%Q2 2022Q3 20236
TILIA FIDUCIARY PARTNERS, INC. 660.02%0.02%0.02%Q1 2022Q2 20236
MARYLAND CAPITAL ADVISORS INC. 660.02%0.02%0.02%Q4 2021Q1 20236
American Trust 660.13%0.16%0.20%Q1 2022Q2 20236
DEUTSCHE BANK AG\ 410.00%0.00%0.00%Q4 2014Q1 20206
Geneva Partners, LLC 330.17%0.28%0.45%Q2 2019Q4 20206
Liberty Capital Management, Inc. 660.01%0.02%0.02%Q3 2016Q4 20176
Ironwood Financial, llc 660.01%0.01%0.01%Q2 2020Q3 20216
Hudock, Inc. 310.00%1.53%3.14%Q1 2018Q3 20236
SMITH, MOORE & CO. 660.40%0.48%0.51%Q2 2017Q3 20186
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q2 2021Q3 20236
TRIAD FINANCIAL ADVISORS, INC. 660.10%0.22%0.36%Q4 2021Q1 20236
Washington Trust Advisors, Inc. 420.00%0.00%0.01%Q4 2021Q3 20236
FOUNDERS FINANCIAL SECURITIES LLC 660.20%0.62%0.91%Q2 2022Q3 20236
Ameritas Investment Company, LLC 330.01%0.02%0.02%Q3 2019Q3 20216
BERKSHIRE ASSET MANAGEMENT LLC/PA 310.02%0.04%0.06%Q4 2016Q4 20216
BRINKER CAPITAL INC 660.01%0.01%0.02%Q1 2019Q2 20206
Clarius Group, LLC 660.27%0.41%0.56%Q2 2018Q3 20196
BOURGEON CAPITAL MANAGEMENT LLC 660.00%0.00%0.00%Q3 2021Q4 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
SIMPLEX TRADING, LLC 420.00%0.00%0.00%Q4 2020Q4 20226
Kore Private Wealth LLC 310.01%0.02%0.04%Q4 2018Q2 20226
Teamwork Financial Advisors, LLC 510.05%0.08%0.17%Q2 2020Q3 20236
TIEDEMANN ADVISORS, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q2 2017Q3 20186
LVZ, Inc. 420.05%0.13%0.24%Q1 2017Q4 20186
SUN LIFE FINANCIAL INC 420.10%0.46%1.97%Q4 2015Q2 20176
Amundi 660.01%0.01%0.01%Q4 2021Q1 20236
NICOLET ADVISORY SERVICES, LLC 660.04%0.04%0.04%Q4 2020Q1 20226
Parker Investment Management, LLC 510.20%1.28%2.99%Q4 2018Q3 20226
Annapolis Financial Services, LLC 420.01%0.02%0.05%Q4 2020Q2 20226
DOWLING & YAHNKE LLC 510.00%0.01%0.02%Q4 2019Q1 20226
PRIVATE TRUST CO NA 660.32%0.35%0.37%Q2 2022Q3 20236
WBH ADVISORY INC 660.07%0.09%0.10%Q1 2016Q2 20176
HILLTOP WEALTH ADVISORS, LLC 6616.00%17.43%18.26%Q2 2022Q3 20236
Meridian Wealth Management, LLC 660.08%0.09%0.12%Q2 2022Q3 20236
Blue Trust, Inc. 662.01%2.15%2.42%Q2 2022Q3 20236
SG Americas Securities, LLC 410.00%0.02%0.03%Q2 2014Q4 20176
DAVENPORT & Co LLC 420.00%0.00%0.00%Q2 2021Q3 20236
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.04%0.04%0.05%Q2 2020Q3 20216
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.01%Q1 2021Q2 20226
Bank of New Hampshire 660.00%0.02%0.05%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.16%0.18%0.20%Q4 2020Q1 20226
FORTE ASSET MANAGEMENT LLC 660.26%0.29%0.32%Q2 2022Q3 20236
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q2 2018Q3 20196
Sound Income Strategies, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Independent Advisor Alliance 310.03%0.19%0.73%Q1 2017Q1 20206
Mosaic Family Wealth, LLC 660.01%0.02%0.03%Q4 2017Q1 20196
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2017Q1 20196
ELEMENT POINTE ADVISORS, LLC 410.05%0.07%0.07%Q2 2021Q2 20235
COLLECTIVE FAMILY OFFICE LLC 550.11%0.37%0.58%Q3 2022Q3 20235
Collaborative Wealth Managment Inc. 310.13%0.23%0.38%Q1 2021Q4 20225
Eagle Strategies LLC 410.38%0.47%0.63%Q2 2022Q3 20235
Permanens Capital L.P. 550.00%0.00%0.00%Q2 2020Q2 20215
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.01%0.01%0.02%Q2 2017Q2 20185
TRANSATLANTIQUE PRIVATE WEALTH LLC 320.67%0.76%0.82%Q2 2022Q3 20235
HALBERT HARGROVE GLOBAL ADVISORS, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
Coston, McIsaac & Partners 550.00%0.00%0.00%Q3 2022Q3 20235
CIBC Private Wealth Group, LLC 310.00%0.00%0.01%Q4 2017Q3 20235
YHB Investment Advisors, Inc. 550.02%0.06%0.08%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.08%0.08%0.08%Q3 2022Q3 20235
BBVA USA Bancshares, Inc. 410.01%0.01%0.02%Q4 2019Q1 20215
Charles Schwab Trust Co 552.12%2.68%3.07%Q3 2022Q3 20235
Coho Partners, Ltd. 550.05%0.17%0.26%Q3 2022Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.13%0.15%0.20%Q4 2018Q4 20195
VICUS CAPITAL 410.04%0.43%0.62%Q3 2017Q4 20185
FC Advisory LLC 550.21%0.23%0.24%Q4 2022Q4 20235
SFG Wealth Management, LLC. 320.20%0.26%0.36%Q4 2021Q3 20235
Financial Engines Advisors L.L.C. 320.00%0.00%0.00%Q4 2021Q1 20235
Pasadena Private Wealth, LLC 550.14%0.26%0.45%Q4 2018Q4 20195
Resurgent Financial Advisors LLC 440.00%0.07%0.10%Q4 2022Q3 20235
Johnson Midwest Financial, LLC 550.06%0.20%0.32%Q3 2022Q3 20235
ALLEGHANY CORP /DE 412.20%2.83%5.13%Q2 2017Q3 20185
Andesa Financial Management Inc. 210.15%0.39%0.67%Q4 2018Q4 20225
Clear Perspectives Financial Planning, LLC 550.00%0.01%0.02%Q3 2021Q3 20225
MISSION WEALTH MANAGEMENT, LP 410.01%0.01%0.01%Q1 2022Q3 20235
tru Independence LLC 210.01%0.16%0.44%Q4 2019Q2 20215
GREENWOOD GEARHART INC 550.04%0.05%0.06%Q3 2022Q3 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Monument Capital Management 320.00%2.65%5.83%Q2 2018Q3 20235
MARSHALL WACE, LLP 210.00%0.00%0.01%Q1 2020Q2 20235
DT Investment Partners, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Sowa Financial Group, Inc. 550.06%0.07%0.08%Q4 2019Q4 20205
Eudaimonia Partners, LLC 410.00%0.04%0.14%Q4 2019Q1 20215
Y-Intercept (Hong Kong) Ltd 210.05%0.11%0.21%Q3 2021Q2 20235
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
LIBERTY WEALTH MANAGEMENT LLC 410.00%0.00%0.01%Q4 2018Q3 20215
Mirador Capital Partners LP 410.04%0.13%0.30%Q3 2019Q1 20225
BOK Financial Private Wealth, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.02%0.38%1.76%Q4 2019Q2 20225
Placemark Investments, Inc. 410.02%0.02%0.04%Q3 2013Q4 20145
WASHINGTON TRUST Co 550.00%0.00%0.00%Q2 2021Q2 20225
Apollon Wealth Management, LLC 310.02%0.03%0.04%Q2 2020Q3 20235
Valeo Financial Advisors, LLC 310.00%0.02%0.06%Q3 2019Q3 20234
Brickley Wealth Management 440.07%0.18%0.22%Q1 2022Q4 20224
ARROW FINANCIAL CORP 440.00%0.00%0.00%Q2 2021Q1 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Magnus Financial Group LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Private Ocean, LLC 310.01%0.03%0.04%Q1 2018Q1 20214
Wescott Financial Advisory Group, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
IBERIABANK CORP 310.03%0.03%0.03%Q3 2018Q3 20194
Vestmark Advisory Solutions, Inc. 210.01%0.02%0.03%Q4 2020Q4 20224
DDFG, Inc 449.48%10.48%11.34%Q4 2022Q3 20234
Guidant Wealth Advisors 440.31%0.32%0.32%Q4 2018Q3 20194
Jaffetilchin Investment Partners, LLC 310.20%0.27%0.40%Q1 2019Q1 20204
Arkadios Wealth Advisors 310.00%0.00%0.01%Q4 2019Q3 20214
Worth Financial Advisory Group, LLC 440.37%0.56%0.67%Q4 2022Q3 20234
RWA WEALTH PARTNERS, LLC 440.30%0.40%0.49%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.01%0.01%0.02%Q3 2022Q2 20234
FourThought Financial Partners, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Millington Financial Advisors, LLC 440.42%0.45%0.48%Q4 2022Q3 20234
NWAM LLC 220.02%0.02%0.03%Q3 2021Q2 20234
FLAGSTAR ADVISORS INC 310.06%0.08%0.09%Q3 2021Q3 20224
VitalStone Financial, LLC 440.01%0.12%0.20%Q4 2022Q3 20234
Bernardo Wealth Planning LLC 440.11%0.12%0.12%Q2 2021Q1 20224
Live Oak Investment Partners 440.08%0.08%0.09%Q4 2022Q3 20234
WJ Wealth Management, LLC 316.14%7.49%8.78%Q3 2021Q3 20224
Tortoise Investment Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Phocas Financial Corp. 220.03%0.04%0.04%Q4 2021Q4 20224
Watson Rebecca 442.51%7.48%10.30%Q4 2019Q3 20204
Independence Advisors, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Kaizen Financial Strategies 440.22%0.22%0.23%Q3 2021Q2 20224
Savant Capital, LLC 440.00%0.22%0.33%Q4 2022Q3 20234
Strategic Blueprint, LLC 210.01%0.02%0.03%Q3 2019Q2 20234
Farther Finance Advisors, LLC 440.06%0.20%0.59%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Charles Schwab Investment Advisory, Inc. 440.00%0.01%0.01%Q3 2022Q2 20234
Revolve Wealth Partners, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
EXENCIAL WEALTH ADVISORS, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
TCWP LLC 440.09%0.24%0.45%Q4 2021Q3 20224
Aptus Capital Advisors, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Selective Wealth Management, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
CIC Wealth, LLC 440.23%0.24%0.24%Q4 2022Q3 20234
AlphaCore Capital LLC 310.01%0.01%0.01%Q4 2019Q3 20234
FIRST HORIZON CORP 440.01%0.01%0.01%Q3 2020Q2 20214
Lloyd Advisory Services, LLC. 440.00%0.77%1.66%Q1 2021Q4 20214
Focused Wealth Management, Inc 440.01%0.23%0.90%Q4 2022Q3 20234
Facet Wealth, Inc. 443.14%3.56%3.93%Q4 2022Q3 20234
Garde Capital, Inc. 440.09%0.16%0.20%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.28%0.31%0.32%Q4 2022Q3 20234
Capital Advisory Group Advisory Services, LLC 220.00%0.00%0.00%Q3 2020Q3 20214
Park Place Capital Corp 440.02%0.02%0.02%Q4 2022Q3 20234
VAUGHAN & Co SECURITIES, INC. 440.65%0.67%0.68%Q4 2022Q3 20234
New Millennium Group LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Clean Yield Group 310.05%0.07%0.08%Q4 2020Q4 20214
Hartford Financial Management Inc. 440.00%0.00%0.00%Q3 2018Q2 20194
Intercontinental Wealth Advisors, LLC 440.02%0.02%0.03%Q4 2018Q3 20194
Dynamic Advisor Solutions LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Avion Wealth 220.00%0.01%0.01%Q3 2022Q3 20234
Spectrum Wealth Advisory Group, LLC 447.36%7.60%8.13%Q4 2022Q3 20234
Financial Sense Advisors, Inc. 440.36%0.90%1.46%Q2 2015Q1 20164
Vident Investment Advisory, LLC 310.01%0.02%0.03%Q2 2022Q2 20234
Pinnacle Bancorp, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 443.83%4.30%4.62%Q4 2022Q3 20234
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 440.07%0.08%0.08%Q2 2021Q1 20224
Vestpro Financial Partners, Inc. dba CPF Texas 440.11%0.23%0.55%Q4 2017Q3 20184
Grey Fox Wealth Advisors, LLC 440.47%0.51%0.58%Q4 2022Q3 20234
Wealth & Pension Services Group, Inc. 441.76%2.27%2.57%Q4 2018Q3 20194
Advisory Alpha, LLC 210.00%0.01%0.02%Q1 2020Q4 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Summit Global Investments 440.01%0.01%0.02%Q2 2021Q1 20224
Colonial Trust Co / SC 440.00%0.11%0.17%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 4416.35%16.52%16.63%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.31%0.34%0.36%Q4 2022Q3 20234
Hefty Wealth Partners 440.04%0.04%0.05%Q2 2017Q1 20184
Tradewinds Capital Management, LLC 210.00%0.00%0.00%Q2 2015Q1 20224
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 440.11%0.11%0.12%Q2 2021Q1 20224
Castle Rock Wealth Management, LLC 440.08%0.08%0.09%Q2 2021Q1 20224
Goldstein Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
McKinley Carter Wealth Services, Inc. 440.18%0.24%0.28%Q3 2019Q2 20204
SHINE INVESTMENT ADVISORY SERVICES INC 440.00%0.00%0.00%Q2 2017Q1 20184
Talisman Wealth Advisors LLC 441.54%1.62%1.66%Q4 2022Q3 20234
M Holdings Securities, Inc. 210.02%0.05%0.08%Q3 2014Q1 20234
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
Bank OZK 440.09%0.10%0.11%Q1 2021Q4 20214
Norway Savings Bank 440.01%0.01%0.01%Q1 2022Q4 20224
McAdam, LLC 310.00%0.01%0.02%Q1 2018Q1 20234
CERTUITY, LLC 220.06%0.09%0.15%Q4 2020Q3 20234
Ahrens Investment Partners LLC 310.00%0.01%0.02%Q4 2021Q1 20234
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 440.08%0.11%0.14%Q3 2013Q2 20144
STEVENS CAPITAL PARTNERS 443.11%4.75%6.68%Q4 2022Q3 20234
Trek Financial, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Betterment LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SADOFF INVESTMENT MANAGEMENT LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Householder Group Estate & Retirement Specialist, LLC 110.01%0.03%0.06%Q3 2022Q3 20233
CUTLER INVESTMENT COUNSEL LLC 330.06%1.46%2.21%Q1 2023Q3 20233
Destiny Wealth Partners, LLC 330.00%0.01%0.02%Q3 2021Q1 20223
Topel & Distasi Wealth Management, LLC 331.52%1.57%1.67%Q1 2022Q3 20223
Cornerstone Planning Group LLC 210.02%0.02%0.02%Q4 2022Q3 20233
LexAurum Advisors, LLC 330.14%0.15%0.16%Q2 2020Q4 20203
WealthPlan Investment Management, LLC 210.09%0.12%0.14%Q1 2022Q4 20223
FineMark National Bank & Trust 210.00%0.01%0.01%Q2 2013Q1 20223
Strategic Equity Management 332.54%2.92%3.21%Q4 2021Q2 20223
InTrack Investment Management Inc 330.18%0.33%0.45%Q2 2023Q4 20233
Kavar Capital Partners, LLC 210.00%0.00%0.00%Q1 2018Q2 20193
Castleview Partners, LLC 110.02%0.16%0.40%Q2 2021Q3 20233
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q3 20233
YorkBridge Wealth Partners, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Belpointe Asset Management LLC 210.00%0.00%0.01%Q2 2022Q1 20233
Rise Advisors, LLC 330.01%0.02%0.03%Q4 2022Q2 20233
Evercore Wealth Management, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
1776 Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Latitude Advisors, LLC 330.06%0.07%0.07%Q3 2021Q1 20223
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Rooted Wealth Advisors, Inc. 330.18%3.04%5.34%Q1 2023Q3 20233
GeoWealth Management, LLC 330.87%1.08%1.34%Q3 2021Q1 20223
SILVER OAK SECURITIES, INCORPORATED 210.09%0.15%0.24%Q1 2022Q2 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
DHK Financial Advisors, Inc. 331.20%1.36%1.64%Q1 2023Q3 20233
ACG Wealth 210.03%0.04%0.04%Q2 2019Q2 20223
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
BECKER CAPITAL MANAGEMENT INC 330.06%0.06%0.06%Q1 2023Q3 20233
RETIREMENT INCOME SOLUTIONS, INC 330.10%0.10%0.11%Q1 2023Q3 20233
Safeguard Financial, LLC 110.05%0.18%0.31%Q1 2022Q2 20233
S&T BANK/PA 330.05%0.06%0.06%Q4 2019Q2 20203
INVESTMENT CENTERS OF AMERICA INC 330.04%0.15%0.22%Q1 2017Q3 20173
Wealthspire Advisors, LLC 210.00%0.01%0.01%Q3 2022Q3 20233
Essex Savings Bank 330.02%0.03%0.05%Q4 2018Q2 20193
SANDERS MORRIS HARRIS LLC 330.05%0.05%0.05%Q3 2021Q1 20223
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.11%0.34%0.46%Q3 2022Q1 20233
NorthCoast Asset Management LLC 330.02%0.02%0.02%Q2 2019Q4 20193
SWEENEY & MICHEL, LLC 330.29%0.29%0.30%Q1 2023Q3 20233
Ballew Advisors, Inc 330.02%0.03%0.03%Q1 2018Q3 20183
WFG Advisors, LP 330.01%0.01%0.02%Q4 2016Q2 20173
Nachman Norwood & Parrott, Inc 110.02%0.03%0.05%Q1 2020Q2 20213
ZRC WEALTH MANAGEMENT, LLC 336.44%7.96%8.73%Q1 2023Q3 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.01%0.02%Q1 2022Q3 20223
First Personal Financial Services 330.00%0.00%0.00%Q1 2023Q3 20233
Neuberger Berman Group LLC 330.00%0.00%0.00%Q2 2013Q4 20133
TRUEWEALTH LLC 330.02%0.02%0.02%Q2 2018Q4 20183
BAILARD, INC. 330.11%0.13%0.14%Q1 2023Q3 20233
Dougherty Wealth Advisers LLC 330.05%0.05%0.06%Q3 2022Q1 20233
PFG Investments, LLC 330.15%0.15%0.16%Q1 2023Q3 20233
ORG Partners LLC 330.23%0.35%0.48%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.99%1.20%1.34%Q1 2023Q3 20233
Fiduciary Planning LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Perennial Investment Advisors, LLC 330.13%0.13%0.14%Q1 2023Q3 20233
SageView Advisory Group, LLC 210.02%0.04%0.06%Q4 2022Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q2 20233
Burns Matteson Capital Management, LLC 330.19%0.43%0.57%Q4 2022Q2 20233
CABANA LLC 110.00%0.06%0.18%Q4 2018Q2 20203
AFS Financial Group, LLC 330.14%0.21%0.24%Q4 2022Q2 20233
Hoover Financial Advisors, Inc. 330.02%0.02%0.02%Q4 2020Q2 20213
Verity Asset Management, Inc. 210.15%0.18%0.22%Q4 2013Q2 20213
Glassman Wealth Services 330.00%0.00%0.00%Q1 2023Q3 20233
NewEdge Wealth, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
MRA Advisory Group 330.25%1.98%2.89%Q4 2020Q2 20213
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q2 2014Q4 20163
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.05%1.55%4.55%Q1 2022Q2 20233
Imprint Wealth LLC 330.20%0.33%0.46%Q1 2023Q3 20233
Moors & Cabot, Inc. 210.01%0.02%0.02%Q1 2021Q4 20213
VERUS CAPITAL PARTNERS, LLC 210.00%0.01%0.03%Q4 2019Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.05%0.05%0.05%Q4 2017Q3 20183
PCA Investment Advisory Services Inc. 335.63%6.24%6.66%Q1 2023Q3 20233
Lebenthal Asset Management, LLC 330.03%0.03%0.03%Q3 2016Q1 20173
CABOT WEALTH MANAGEMENT INC 330.15%0.17%0.19%Q2 2013Q4 20133
CITIZENS FINANCIAL GROUP INC/RI 330.01%0.01%0.01%Q1 2023Q3 20233
Calamos Advisors LLC 110.00%0.00%0.01%Q4 2014Q2 20183
LS Investment Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.00%0.00%0.00%Q1 2023Q3 20233
Tyler-Stone Wealth Management 330.00%0.00%0.00%Q1 2022Q3 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
KANALY TRUST CO 330.01%0.01%0.01%Q4 2013Q2 20143
Steward Financial Group LLC 210.00%0.00%0.00%Q1 2022Q3 20233
Geneva Advisors, LLC 110.01%0.01%0.02%Q4 2014Q4 20162
Clark Capital Management Group, Inc. 220.52%0.58%0.64%Q2 2022Q3 20222
Pictet North America Advisors SA 220.03%0.03%0.03%Q3 2021Q4 20212
ERn Financial, LLC 220.10%0.10%0.10%Q4 2021Q1 20222
Avidian Wealth Solutions, LLC 110.01%0.04%0.07%Q4 2021Q2 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Townsend & Associates, Inc 220.95%0.96%0.98%Q4 2017Q1 20182
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q4 20222
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q1 20192
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
DFPG INVESTMENTS, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Pinnacle Private Wealth, LLC 220.10%0.11%0.12%Q4 2021Q1 20222
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
Verity & Verity, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
AQR Capital Management 220.00%0.01%0.01%Q2 2023Q3 20232
Advocacy Wealth Management Services, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
FIL Ltd 220.02%0.04%0.07%Q1 2023Q2 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Alpha Omega Wealth Management LLC 220.00%0.00%0.00%Q1 2018Q2 20182
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Crewe Advisors LLC 220.01%0.01%0.01%Q1 2023Q2 20232
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q3 2021Q4 20212
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Quantinno Capital Management LP 220.03%0.04%0.04%Q2 2023Q3 20232
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
BBR PARTNERS, LLC 220.02%0.03%0.03%Q2 2021Q3 20212
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.26%0.26%0.26%Q4 2021Q1 20222
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q1 2020Q4 20202
Three Bridge Wealth Advisors, LLC 220.17%0.17%0.17%Q2 2023Q3 20232
WCG Wealth Advisors LLC 220.02%0.03%0.03%Q2 2022Q3 20222
Wealth Advisors of Iowa, LLC 224.72%5.13%5.54%Q3 2021Q4 20212
B. Riley Wealth Management, Inc. 220.09%0.10%0.10%Q1 2014Q2 20142
DRW Securities, LLC 110.08%0.16%0.23%Q2 2013Q4 20132
Leisure Capital Management 220.10%0.10%0.10%Q4 2021Q1 20222
TRAN CAPITAL MANAGEMENT, L.P. 220.03%0.09%0.14%Q3 2015Q4 20152
Strategic Financial Concepts, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q2 2013Q3 20132
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2019Q4 20222
PUTNAM INVESTMENTS LLC 110.00%0.00%0.00%Q1 2015Q3 20152
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2021Q2 20232
Foundations Investment Advisors, LLC 110.01%0.06%0.12%Q4 2018Q2 20232
Marcum Wealth, LLC 110.09%0.11%0.13%Q4 2021Q4 20222
Wilmington Trust, National Association 110.01%0.01%0.01%Q4 2013Q2 20142
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Banque Cantonale Vaudoise 110.06%0.07%0.08%Q1 2022Q4 20222
AVIANCE CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q3 2015Q4 20152
S.A. Mason LLC 220.01%0.01%0.01%Q4 2019Q1 20202
BANQUE PICTET & CIE SA 220.00%0.00%0.00%Q3 2021Q4 20212
Brand Asset Management Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Banco BTG Pactual S.A. 220.19%0.30%0.41%Q1 2023Q2 20232
MRA Associates USA LLC 220.31%0.39%0.47%Q2 2019Q3 20192
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2013Q4 20132
Platte River Wealth Advisors, LLC 220.35%0.38%0.40%Q2 2022Q3 20222
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.02%Q2 2018Q3 20232
Cosner Financial Group, LLC 225.60%5.74%5.87%Q2 2023Q3 20232
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 110.28%1.16%2.03%Q2 2016Q4 20162
Moisand Fitzgerald Tamayo, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
BRADLEY FOSTER & SARGENT INC/CT 220.01%0.01%0.01%Q3 2021Q4 20212
Sandy Cove Advisors, LLC 221.52%1.53%1.54%Q2 2023Q3 20232
McGowan Group Asset Management, Inc. 220.05%0.05%0.06%Q3 2019Q4 20192
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
WFA of San Diego, LLC 220.24%0.27%0.29%Q3 2021Q4 20212
Provident Wealth Management, LLC 220.03%0.03%0.03%Q2 2020Q3 20202
25 LLC 220.02%0.03%0.03%Q1 2023Q2 20232
Baystate Wealth Management LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2021Q3 20222
Destination Wealth Management 110.04%0.04%0.05%Q1 2014Q3 20142
StoneX Group Inc. 221.39%1.68%1.96%Q3 2016Q4 20162
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Catamount Wealth Management 220.01%0.01%0.01%Q4 2018Q1 20192
Oak Point Wealth Management 220.45%0.46%0.47%Q4 2017Q1 20182
JD Financial Services Inc. 220.34%0.36%0.37%Q4 2020Q1 20212
Parkside Financial Bank & Trust 220.01%0.01%0.01%Q2 2021Q3 20212
ShoreHaven Wealth Partners, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Global Financial Private Capital, Inc 110.11%0.11%0.11%Q3 2017Q3 20171
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
RELIANCE TRUST CO OF DELAWARE 110.21%0.21%0.21%Q4 2018Q4 20181
Financial Planners of Cleveland, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Polen Capital Management 110.03%0.03%0.03%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
NVWM, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Cassady Schiller Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PRINCETON CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Accretive Wealth Partners, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
NICHOLAS COMPANY, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Moss Adams Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MainStreet Investment Advisors LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
MADDEN SECURITIES Corp 110.02%0.02%0.02%Q4 2022Q4 20221
Intelligence Driven Advisers, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Eukles Asset Management 110.00%0.00%0.00%Q2 2020Q2 20201
BAMCO INC /NY/ 110.00%0.00%0.00%Q4 2022Q4 20221
WealthOne, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Carlson Capital Management 110.02%0.02%0.02%Q4 2021Q4 20211
Matthew Goff Investment Advisor, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Paragon Advisors, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.13%0.13%0.13%Q2 2022Q2 20221
KFG WEALTH MANAGEMENT, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
RATIONAL ADVISORS LLC 110.05%0.05%0.05%Q2 2011Q2 20111
Ruggie Capital Group 110.01%0.01%0.01%Q4 2018Q4 20181
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wellington Shields Capital Management, LLC 110.14%0.14%0.14%Q1 2019Q1 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
ESSEX INVESTMENT MANAGEMENT CO LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Domani Wealth, LLC 110.09%0.09%0.09%Q3 2016Q3 20161
Wealthstar Advisors, LLC 112.95%2.95%2.95%Q4 2021Q4 20211
HBW ADVISORY SERVICES LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Elevation Capital Advisory, LLC 115.44%5.44%5.44%Q2 2021Q2 20211
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q3 2015Q3 20151
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GABLES CAPITAL MANAGEMENT INC. 110.01%0.01%0.01%Q1 2020Q1 20201
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MOTCO 110.00%0.00%0.00%Q3 2022Q3 20221
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Verdence Capital Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TURNER INVESTMENTS LLC 110.09%0.09%0.09%Q4 2014Q4 20141
Fortis Group Advisors, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
Aries Wealth Management 110.93%0.93%0.93%Q1 2022Q1 20221
Summit Financial, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LOWERY THOMAS, LLC 110.27%0.27%0.27%Q1 2022Q1 20221
WestHill Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
Main Street Financial Solutions, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Sheaff Brock Investment Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Garrett Wealth Advisory Group, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Bullseye Investment Management, LLC 112.24%2.24%2.24%Q2 2022Q2 20221
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q1 2023Q1 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Ironwood Wealth Management, LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Glassy Mountain Advisors, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
WBI INVESTMENTS, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
TWO SIGMA INVESTMENTS, LP 110.03%0.03%0.03%Q3 2023Q3 20231
Morningstar Investment Services LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MAS Advisors LLC 110.83%0.83%0.83%Q4 2021Q4 20211
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
WEATHERLY ASSET MANAGEMENT L. P. 110.02%0.02%0.02%Q4 2021Q4 20211
PFS Partners, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TRILLIUM ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Richwood Investment Advisors, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Halpern Financial, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Per Stirling Capital Management, LLC. 110.43%0.43%0.43%Q4 2022Q4 20221
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Gallagher Benefit Services, Inc. 113.18%3.18%3.18%Q4 2022Q4 20221
Marble Harbor Investment Counsel, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q2 2018Q2 20181
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.01%0.01%0.01%Q3 2015Q3 20151
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Waverton Investment Management Ltd 110.06%0.06%0.06%Q4 2015Q4 20151
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Advisor Resource Council 110.02%0.02%0.02%Q4 2021Q4 20211
STERNE AGEE GROUP, INC. 110.12%0.12%0.12%Q1 2015Q1 20151
ETFIDEA, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
CFS Investment Advisory Services, LLC 111.04%1.04%1.04%Q2 2021Q2 20211
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FIRST BUSINESS FINANCIAL SERVICES, INC. 115.67%5.67%5.67%Q1 2016Q1 20161
True Link Financial Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Genesis Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Mirae Asset Global Investments Co., Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
QUANTUM CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2013Q4 20131
BEDEL FINANCIAL CONSULTING INC 110.10%0.10%0.10%Q3 2023Q3 20231
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Carroll Investors, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q3 2015Q3 20151
Hibernia Wealth Partners, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
FundX Investment Group, LLC 110.32%0.32%0.32%Q3 2013Q3 20131
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Schneider Downs Wealth Management Advisors, LP 110.06%0.06%0.06%Q2 2022Q2 20221
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
STABLEFORD CAPITAL II LLC 110.17%0.17%0.17%Q1 2023Q1 20231
Disciplined Investments, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Waypoint Wealth Partners Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Choice Wealth Advisors, LLC 110.48%0.48%0.48%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Watchman Group, Inc. 111.17%1.17%1.17%Q3 2023Q3 20231
Arden Trust Co 110.08%0.08%0.08%Q4 2023Q4 20231
Doman Group, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Kerntke Otto McGlone Wealth Management Group 110.01%0.01%0.01%Q4 2022Q4 20221
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FIRST NATIONAL TRUST CO 110.06%0.06%0.06%Q4 2017Q4 20171
Summit Trail Advisors, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Zeit Capital LLC 111.99%1.99%1.99%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ergoteles LLC 110.10%0.10%0.10%Q2 2022Q2 20221
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2022Q2 20221
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2020Q4 20201
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.00%0.00%0.00%Q3 2020Q3 20201
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
MACRO Consulting Group 110.60%0.60%0.60%Q4 2018Q4 20181
PrairieView Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Quantbot Technologies LP 110.00%0.00%0.00%Q3 2019Q3 20191
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Planning Center, Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
Financial Insights, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.33%0.33%0.33%Q3 2023Q3 20231
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CATALYST PRIVATE WEALTH, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Axim Planning & Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
BB&T INVESTMENT SERVICES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Integrity Advisory, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Verum Partners LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.00%0.00%0.00%Q3 2018Q3 20181
ADE, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SYM FINANCIAL Corp 110.07%0.07%0.07%Q3 2021Q3 20211
Fortis Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
SIGMA INVESTMENT COUNSELORS INC 110.04%0.04%0.04%Q2 2016Q2 20161
McIlrath & Eck, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Wealthgate Family Office, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
True Wealth Design, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CONGRESS ASSET MANAGEMENT CO /MA 110.08%0.08%0.08%Q4 2018Q4 20181
Parisi Gray Wealth Management 110.02%0.02%0.02%Q2 2021Q2 20211
Silicon Hills Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Karp Capital Management Corp 110.01%0.01%0.01%Q4 2018Q4 20181
Intrua Financial, LLC 110.29%0.29%0.29%Q2 2020Q2 20201
Almanack Investment Partners, LLC. 110.10%0.10%0.10%Q3 2020Q3 20201
Boyd Wealth Management, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Paladin Advisory Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
DEFINED WEALTH MANAGEMENT, LLC 110.32%0.32%0.32%Q2 2022Q2 20221
GSG Advisors LLC 110.36%0.36%0.36%Q3 2023Q3 20231
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q4 2015Q4 20151
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Aprio Wealth Management, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TCG Advisors, LP 110.01%0.01%0.01%Q1 2019Q1 20191
Stokes & Hubbell Capital Management, LLC 110.11%0.11%0.11%Q1 2019Q1 20191
Clarus Wealth Advisors 110.12%0.12%0.12%Q2 2018Q2 20181
Capital Square, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Certified Advisory Corp 110.01%0.01%0.01%Q2 2019Q2 20191
Bienville Capital Management, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Winch Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MERIDIAN MANAGEMENT CO 110.07%0.07%0.07%Q1 2023Q1 20231
Stratos Investment Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
External links

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