ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023119
Cutler Group LLC / CA 1710.00%0.00%0.02%Q4 2015Q3 202358
HUNTINGTON NATIONAL BANK 35200.00%0.01%0.02%Q1 2009Q3 202356
BARCLAYS PLC 1110.00%0.00%0.01%Q2 2013Q2 202254
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.11%Q2 2013Q3 202353
Goldstein Munger & Associates 52520.11%0.51%2.22%Q4 2009Q3 202252
MUFG Americas Holdings Corp 48480.01%0.03%0.08%Q4 2010Q3 202248
Zhang Financial LLC 47470.27%1.12%1.92%Q1 2012Q3 202347
LPL Financial LLC 42420.00%0.16%0.51%Q2 2013Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.04%Q1 2012Q3 202346
Citadel Advisors 1010.00%0.00%0.03%Q2 2015Q3 202346
Rehmann Capital Advisory Group 1510.01%0.26%8.74%Q4 2008Q3 202346
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202344
AMALGAMATED BANK 34100.11%1.44%7.64%Q4 2010Q4 202144
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.05%0.40%Q4 2012Q3 202344
Capital Analysts, LLC 44440.02%3.90%17.23%Q4 2012Q3 202344
BRYN MAWR TRUST Co 43430.05%0.11%0.16%Q1 2013Q3 202343
SCHMIDT P J INVESTMENT MANAGEMENT INC 43430.07%0.15%0.30%Q1 2013Q3 202343
Stairway Partners, LLC 43431.68%8.03%33.00%Q2 2013Q4 202343
Regis Management CO LLC 43430.82%1.27%2.96%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.05%0.30%1.55%Q1 2013Q3 202343
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.08%Q2 2013Q3 202343
Veritable, L.P. 43430.03%0.06%0.16%Q4 2012Q2 202343
COMMERCE BANK 43430.27%0.29%0.31%Q1 2013Q3 202343
WEALTHCARE CAPITAL MANAGEMENT LLC 42420.25%0.33%0.82%Q2 2013Q3 202342
First Heartland Consultants, Inc. 42420.09%0.48%2.42%Q2 2013Q3 202342
Evensky & Katz LLC 42428.31%24.13%56.86%Q2 2013Q3 202342
US BANCORP \DE\ 42420.04%0.09%0.20%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.04%0.12%Q2 2013Q3 202342
SCS Capital Management LLC 424213.21%22.18%37.62%Q2 2013Q3 202342
RMB Capital Management, LLC 42420.01%0.16%0.94%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.02%0.04%0.07%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.09%0.17%0.32%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.06%0.09%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.02%0.07%0.19%Q2 2013Q3 202342
Retirement Planning Group, LLC 42420.08%0.13%0.32%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.14%0.81%Q2 2013Q3 202342
IMA Wealth, Inc. 42420.36%0.96%2.03%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.33%0.95%1.31%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.02%0.18%0.43%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.03%0.12%0.21%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.98%1.29%1.67%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.13%0.21%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
PLANNING ALTERNATIVES LTD /ADV 42420.30%2.01%9.29%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.01%Q2 2013Q3 202342
PITCAIRN CO 424211.31%14.12%19.13%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.03%0.37%2.25%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.06%0.32%1.44%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.04%Q2 2013Q3 202342
Tortoise Investment Management, LLC 4110.01%0.03%0.05%Q4 2012Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.02%0.06%0.34%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.09%0.34%0.97%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.09%0.19%Q2 2013Q3 202342
Gibson Capital, LLC 42420.13%0.53%1.06%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.00%0.01%Q2 2013Q4 202342
MORGAN STANLEY 42420.01%0.02%0.04%Q2 2013Q3 202342
BRIGHTON JONES LLC 42421.12%4.48%11.67%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.05%0.24%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.10%0.16%0.21%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.02%0.08%0.26%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.01%0.02%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.03%0.06%0.07%Q2 2013Q3 202342
Tanglewood Wealth Management, Inc. 42421.02%11.79%37.64%Q2 2013Q3 202342
STRATEGIC INVESTMENT MANAGEMENT, LLC 42420.00%9.45%35.86%Q2 2013Q3 202342
JMG Financial Group, Ltd. 42420.11%0.21%0.50%Q2 2013Q3 202342
SOL Capital Management CO 42420.05%0.10%0.21%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.19%0.97%Q2 2013Q3 202342
Truepoint, Inc. 42420.26%0.91%1.77%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.03%0.08%0.13%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.11%0.27%0.47%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.20%0.27%0.47%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.01%0.19%0.67%Q2 2013Q3 202342
Smith, Salley & Associates 42420.06%0.21%0.73%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 25160.01%0.01%0.03%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
BEACON FINANCIAL GROUP 41410.17%0.26%0.38%Q3 2013Q3 202341
GLENMEDE TRUST CO NA 21200.02%0.04%0.14%Q2 2013Q3 202341
HALBERT HARGROVE GLOBAL ADVISORS, LLC 23180.18%0.55%0.87%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 29120.08%1.16%3.68%Q2 2013Q3 202341
FLPUTNAM INVESTMENT MANAGEMENT CO 25160.03%0.08%0.15%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.03%0.16%0.68%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.00%0.02%0.03%Q2 2013Q2 202341
HSBC HOLDINGS PLC 29120.00%0.00%0.00%Q1 2012Q3 202341
STEPHENS INC /AR/ 41410.02%0.43%0.68%Q3 2013Q3 202341
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.02%0.02%0.05%Q2 2013Q3 202341
BUCKINGHAM STRATEGIC WEALTH, LLC 3830.06%0.22%0.59%Q2 2013Q3 202341
SEGALL BRYANT & HAMILL, LLC 3560.00%0.01%0.04%Q1 2013Q2 202341
FORVIS Wealth Advisors, LLC 41410.36%0.65%1.20%Q3 2013Q3 202341
FRANKLIN RESOURCES INC 3830.00%0.00%0.02%Q2 2013Q3 202341
EP Wealth Advisors, LLC 41410.06%0.14%0.26%Q3 2013Q3 202341
Evercore Wealth Management, LLC 3560.01%0.02%0.05%Q2 2013Q3 202341
WASHINGTON TRUST Co 40400.02%0.08%0.12%Q4 2013Q3 202340
Ipswich Investment Management Co., Inc. 3821.68%2.17%2.72%Q3 2013Q3 202340
WestEnd Advisors, LLC 40400.00%0.00%0.01%Q2 2013Q1 202340
CAHILL FINANCIAL ADVISORS INC 40400.34%1.13%2.13%Q4 2013Q3 202340
Private Ocean, LLC 40400.02%0.06%0.09%Q4 2013Q3 202340
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 40400.01%0.01%0.01%Q4 2013Q3 202340
COMERICA BANK 3910.00%0.04%0.12%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.01%0.08%0.68%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40400.99%1.57%2.00%Q4 2013Q3 202340
Wind River Trust Co 404010.38%12.28%14.20%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.02%0.03%0.04%Q4 2013Q3 202340
Waldron Private Wealth LLC 40400.90%2.21%5.81%Q4 2013Q3 202340
Blue Edge Capital, LLC 40400.14%0.19%0.25%Q4 2013Q3 202340
JNBA Financial Advisors 2070.00%0.05%0.17%Q2 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.05%0.15%0.37%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.01%0.15%0.57%Q1 2014Q3 202339
TCI Wealth Advisors, Inc. 3810.01%0.03%0.28%Q4 2012Q1 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.01%0.01%0.01%Q2 2013Q3 202339
Cetera Advisors LLC 39390.03%0.08%0.19%Q1 2014Q3 202339
Linscomb & Williams, Inc. 39390.02%0.05%0.12%Q1 2014Q3 202339
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2830.01%0.19%0.45%Q2 2013Q3 202338
McCutchen Group LLC 38386.46%8.94%12.46%Q2 2013Q3 202238
BALASA DINVERNO & FOLTZ LLC 38380.02%0.05%0.08%Q2 2013Q3 202238
GM Advisory Group, LLC 38380.18%5.77%12.76%Q2 2014Q3 202338
Evanson Asset Management, LLC 24130.03%0.11%0.20%Q2 2014Q3 202337
Lowe Wealth Advisors, LLC 37370.59%1.25%4.00%Q4 2014Q4 202337
UBS Group AG 36360.00%0.04%0.07%Q4 2014Q3 202337
NORRIS PERNE & FRENCH LLP/MI 37370.05%0.19%0.49%Q3 2014Q3 202337
SENTINEL TRUST CO LBA 37370.07%11.45%46.54%Q3 2014Q3 202337
Neuberger Berman Group LLC 37370.00%0.00%0.02%Q3 2014Q3 202337
Round Table Services, LLC 3250.22%0.76%1.72%Q2 2013Q3 202237
Court Place Advisors, LLC 3610.08%0.31%0.37%Q4 2013Q1 202337
SONATA CAPITAL GROUP INC 36360.29%0.56%0.99%Q4 2014Q3 202336
Birch Hill Investment Advisors LLC 36360.02%0.03%0.04%Q2 2013Q1 202236
Diversified Portfolios, Inc. 36361.89%5.29%7.76%Q4 2014Q3 202336
Wealth Architects, LLC 36360.24%0.40%0.67%Q4 2014Q3 202336
BROWN ADVISORY INC 3420.00%0.04%0.08%Q4 2013Q3 202336
Capstone Financial Advisors, Inc. 36360.04%0.09%0.16%Q4 2014Q3 202336
SILVERCREST ASSET MANAGEMENT GROUP LLC 3240.00%0.02%0.08%Q1 2014Q3 202336
WADE G W & INC 36360.09%0.16%0.31%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.03%0.06%Q4 2013Q3 202336
VICTORY CAPITAL MANAGEMENT INC 36360.00%0.01%0.03%Q4 2014Q3 202336
Capital Directions Investment Advisors, LLC 2360.17%1.89%5.36%Q2 2013Q4 202236
Calamos Wealth Management LLC 36360.16%2.34%3.99%Q4 2014Q3 202336
BOK Financial Private Wealth, Inc. 25110.02%0.25%1.49%Q2 2013Q3 202336
Roble, Belko & Company, Inc 35351.78%2.39%3.38%Q1 2015Q3 202335
SYNOVUS FINANCIAL CORP 35350.00%0.22%0.39%Q1 2015Q3 202335
DAVIS R M INC 35350.98%2.00%3.05%Q1 2015Q3 202335
Keel Point, LLC 35350.05%0.19%0.33%Q1 2015Q3 202335
Patten Group, Inc. 3320.04%0.21%0.47%Q4 2014Q3 202335
GREENWOOD CAPITAL ASSOCIATES LLC 35350.06%1.26%2.46%Q1 2015Q3 202335
ETF Portfolio Partners, Inc. 2870.48%1.15%3.47%Q4 2014Q3 202335
CENTRAL TRUST Co 3410.01%0.04%0.06%Q1 2014Q3 202335
Baird Financial Group, Inc. 34340.01%0.04%0.19%Q2 2015Q3 202334
Burt Wealth Advisors 34340.08%0.12%0.17%Q2 2015Q3 202334
REGIONS FINANCIAL CORP 34340.00%0.00%0.01%Q2 2015Q3 202334
TIEDEMANN ADVISORS, LLC 34340.22%1.09%5.69%Q2 2015Q3 202334
NATIXIS ADVISORS, L.P. 2950.01%0.01%0.02%Q2 2013Q3 202334
ARGI Investment Services, LLC 34340.01%0.04%0.38%Q3 2014Q4 202234
Prospera Financial Services Inc 3310.02%0.10%0.55%Q4 2013Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.11%0.24%0.63%Q2 2015Q3 202334
GHP Investment Advisors, Inc. 34340.05%0.08%0.11%Q2 2015Q3 202334
ALLIANCEBERNSTEIN L.P. 3040.00%0.00%0.00%Q2 2014Q3 202334
Mariner, LLC 33330.05%0.11%0.18%Q3 2015Q3 202333
TWIN FOCUS CAPITAL PARTNERS, LLC 3210.05%0.68%1.84%Q3 2014Q3 202333
D.A. DAVIDSON & CO. 1840.00%0.01%0.02%Q2 2013Q3 202333
Fund Evaluation Group, LLC 33330.25%0.89%3.93%Q3 2015Q3 202333
Manchester Capital Management LLC 19140.02%0.10%0.21%Q2 2013Q3 202333
VAUGHAN DAVID INVESTMENTS LLC/IL 33330.36%0.40%0.49%Q2 2013Q2 202133
QUADRANT CAPITAL GROUP LLC 22110.00%0.05%0.16%Q2 2015Q3 202333
AVIVA PLC 33330.14%0.41%0.67%Q2 2013Q2 202133
UMB Bank, n.a. 32320.02%0.14%0.78%Q4 2015Q3 202332
Compass Financial Group, Inc. 32328.50%11.18%14.48%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.29%0.54%0.75%Q4 2015Q3 202332
JFS WEALTH ADVISORS, LLC 32320.32%0.58%1.17%Q4 2015Q3 202332
St. Louis Trust Co 32320.76%1.61%2.38%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
Kovack Advisors, Inc. 32320.09%0.20%0.60%Q4 2015Q3 202332
Asset Dedication, LLC 2650.09%0.23%0.52%Q4 2015Q3 202331
IFP Advisors, Inc 17140.01%0.02%0.07%Q4 2015Q3 202331
Parallax Volatility Advisers, L.P. 24240.00%0.00%0.01%Q3 2013Q2 201931
Pegasus Partners Ltd. 31310.69%4.31%9.42%Q1 2016Q3 202331
CWM, LLC 2210.00%0.03%0.06%Q3 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.59%1.87%Q1 2016Q3 202331
Jackson Wealth Management, LLC 1920.08%1.27%5.07%Q4 2014Q3 202331
CREDIT SUISSE AG/ 1720.00%0.01%0.06%Q1 2013Q2 202131
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 21100.00%0.00%0.00%Q4 2015Q3 202331
ASSETMARK, INC 2920.00%0.00%0.02%Q4 2015Q3 202331
CITY HOLDING CO 31310.01%0.24%0.46%Q1 2016Q3 202331
O'Brien Wealth Partners LLC 31313.74%8.41%14.72%Q1 2016Q3 202331
BBVA USA Bancshares, Inc. 2560.09%0.21%0.53%Q2 2013Q1 202131
Sutton Wealth Advisors Inc. 31310.04%0.07%0.12%Q1 2016Q3 202331
EATON VANCE MANAGEMENT 31310.00%0.00%0.00%Q1 2015Q3 202231
Ancora Advisors LLC 31310.01%0.02%0.03%Q1 2016Q3 202331
Lido Advisors, LLC 31310.06%0.61%2.86%Q1 2016Q3 202331
Glenview Trust Co 2810.02%0.02%0.03%Q4 2013Q3 202331
GIRARD PARTNERS LTD. 30300.04%0.06%0.10%Q1 2016Q2 202330
Filament LLC 30300.66%1.01%1.42%Q2 2013Q3 202030
Frontier Wealth Management LLC 30300.01%0.07%0.16%Q1 2015Q2 202230
NORTHSTAR INVESTMENT ADVISORS LLC 2640.09%0.14%0.23%Q2 2013Q2 202130
Sigma Planning Corp 30300.02%0.04%0.06%Q2 2016Q3 202330
CPWM, LLC 1110.04%0.13%0.50%Q4 2011Q3 202230
COLDSTREAM CAPITAL MANAGEMENT INC 2640.02%0.05%0.12%Q1 2016Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.09%0.18%Q2 2013Q3 202030
SHEETS SMITH WEALTH MANAGEMENT 2910.00%0.69%0.87%Q1 2013Q3 202330
Cornerstone Advisors, Inc. 30300.03%0.33%1.25%Q2 2013Q3 202030
Savant Capital, LLC 18120.04%0.10%0.30%Q3 2014Q3 202330
Wealthcare Advisory Partners LLC 30300.01%0.04%0.08%Q2 2016Q3 202330
Janney Montgomery Scott LLC 2730.00%0.00%0.01%Q4 2013Q3 202330
JANE STREET GROUP, LLC 1010.00%0.01%0.08%Q3 2014Q2 202330
FIDUCIARY TRUST INTERNATIONAL LLC 29290.92%2.22%3.96%Q2 2013Q2 202029
Glassman Wealth Services 17120.00%0.24%0.47%Q4 2014Q3 202329
Winslow, Evans & Crocker, Inc. 29290.02%0.03%0.04%Q4 2013Q4 202029
Tower Research Capital LLC (TRC) 710.00%0.28%1.79%Q4 2013Q2 202329
Pure Financial Advisors, LLC 2270.04%0.12%0.43%Q1 2016Q4 202329
SL ADVISORS, LLC 28280.90%4.17%6.85%Q2 2016Q1 202328
RKL Wealth Management LLC 1990.05%0.06%0.10%Q2 2016Q3 202328
VISTA CAPITAL PARTNERS, INC. 28280.14%0.15%0.17%Q4 2016Q3 202328
Pflug Koory, LLC 28280.05%0.12%0.17%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.02%Q4 2016Q3 202328
Dana Investment Advisors, Inc. 28280.01%0.02%0.03%Q4 2016Q3 202328
OPTIMUM INVESTMENT ADVISORS 2440.00%0.02%0.05%Q2 2014Q4 202328
WEST PACES ADVISORS INC. 28280.10%0.31%0.53%Q4 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28280.02%0.70%2.88%Q4 2016Q3 202328
Clearstead Advisors, LLC 28281.28%1.90%2.21%Q4 2016Q3 202328
BURNS J W & CO INC/NY 28280.05%0.08%0.09%Q4 2016Q3 202328
Ironwood Financial, llc 2340.01%0.08%0.35%Q4 2014Q3 202127
MILLENNIUM MANAGEMENT LLC 920.00%0.00%0.00%Q1 2014Q3 202327
Cordasco Financial Network 27270.02%1.11%1.45%Q4 2015Q2 202227
BRINKER CAPITAL INC 2020.15%0.26%0.46%Q2 2013Q2 202027
FineMark National Bank & Trust 27270.01%0.05%0.17%Q2 2013Q4 201927
WESBANCO BANK INC 16110.01%0.02%0.21%Q4 2016Q3 202327
Cribstone Capital Management, LLC 27270.03%0.17%0.39%Q2 2016Q4 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.09%0.17%Q2 2013Q4 201927
CIBC BANK USA 27270.10%0.15%0.25%Q2 2013Q4 201927
LCNB CORP 2161.13%1.91%2.61%Q4 2016Q3 202327
Conservest Capital Advisors, Inc. 27271.04%1.18%1.68%Q1 2017Q3 202327
Chicago Partners Investment Group LLC 1720.10%1.15%6.37%Q4 2014Q3 202326
MPS Loria Financial Planners, LLC 26261.47%2.66%4.91%Q2 2017Q3 202326
Madden Advisory Services, Inc. 26260.11%0.16%0.23%Q4 2013Q1 202026
Anchor Investment Management, LLC 26260.00%0.01%0.02%Q3 2017Q4 202326
Rinet Co LLC 26260.39%0.60%0.90%Q2 2015Q3 202126
IHT Wealth Management, LLC 26260.06%0.15%1.20%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.07%0.16%Q2 2017Q3 202326
Financial Management Professionals, Inc. 26260.00%0.00%0.00%Q3 2016Q4 202226
SUNTRUST BANKS INC 26260.01%0.06%0.46%Q2 2013Q3 201926
Hugh Johnson Advisors LLC 25250.22%0.28%0.32%Q2 2013Q2 201925
Capital Advisors, Ltd. LLC 25250.01%0.09%1.34%Q4 2016Q4 202225
Alexandria Capital, LLC 2320.01%0.03%0.06%Q2 2013Q3 202125
CAHABA WEALTH MANAGEMENT, INC. 25250.16%0.47%0.91%Q3 2017Q3 202325
NEXT Financial Group, Inc 750.00%0.04%0.10%Q3 2014Q4 202125
SouthState Corp 13120.01%0.03%0.06%Q2 2013Q3 202325
MONETA GROUP INVESTMENT ADVISORS LLC 2410.01%0.03%0.11%Q3 2015Q3 202325
TIAA, FSB 25250.15%0.19%0.28%Q2 2017Q2 202325
Paracle Advisors, LLC 1350.07%0.14%0.26%Q3 2014Q1 202125
Baker Avenue Asset Management, LP 1950.00%1.55%3.36%Q3 2015Q3 202324
Independence Bank of Kentucky 24240.00%0.50%0.82%Q4 2017Q3 202324
Abacus Planning Group, Inc. 24240.23%0.48%1.02%Q4 2017Q3 202324
UNITED BANK 24240.05%0.06%0.07%Q4 2017Q3 202324
MCF Advisors LLC 1950.00%0.01%0.04%Q4 2012Q3 202324
Financial Advocates Investment Management 24240.02%0.03%0.05%Q4 2017Q3 202324
TLWM 242410.79%18.52%23.57%Q4 2017Q3 202324
Sigma Investment Management Co 24240.26%11.15%21.91%Q1 2013Q4 201824
Carroll Financial Associates, Inc. 24240.00%0.00%0.00%Q1 2016Q4 202124
Midwest Professional Planners, LTD. 24241.44%4.40%6.69%Q4 2017Q3 202324
PEAPACK GLADSTONE FINANCIAL CORP 24240.01%0.02%0.03%Q4 2017Q3 202324
Haverford Trust Co 24240.00%0.00%0.01%Q4 2017Q3 202324
Winthrop Advisory Group LLC 24240.56%1.13%1.97%Q4 2017Q3 202324
Portfolio Solutions, LLC 24240.03%0.04%0.04%Q4 2016Q3 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.07%0.10%0.15%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.01%0.02%0.03%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.11%0.58%Q4 2017Q3 202324
Front Row Advisors LLC 24240.03%0.03%0.04%Q4 2017Q3 202324
Trellis Advisors, LLC 24240.97%1.83%3.05%Q4 2017Q3 202324
IBERIABANK CORP 1620.06%0.46%1.63%Q4 2012Q2 202024
CIBC Private Wealth Group, LLC 13110.00%0.01%0.01%Q3 2017Q3 202324
jvl associates llc 24243.60%4.97%5.69%Q4 2017Q3 202324
First Horizon Advisors, Inc. 910.00%0.24%0.63%Q4 2015Q3 202324
Aries Wealth Management 1761.04%1.28%1.69%Q4 2017Q3 202323
Willow Creek Wealth Management Inc. 23230.04%0.09%0.14%Q1 2018Q3 202323
Ironwood Wealth Management, LLC. 2210.32%0.83%1.64%Q3 2017Q3 202323
Chesapeake Wealth Management 23232.00%2.31%2.98%Q1 2018Q3 202323
Quadrant Private Wealth Management, LLC 1940.12%0.29%0.58%Q4 2017Q3 202323
Fiera Capital Corp 23230.02%0.02%0.03%Q2 2015Q4 202023
CNB Bank 23230.01%0.26%0.83%Q1 2018Q3 202323
Hochman Cole Investment Advisors, Inc. 1850.18%0.22%0.28%Q4 2015Q3 202123
Corrigan Financial, Inc. 13100.08%0.12%0.18%Q3 2017Q2 202323
Shamrock Asset Management LLC 23230.01%0.02%0.04%Q1 2014Q3 201923
BREMER TRUST NATIONAL ASSOCIATION 23230.16%0.22%0.31%Q2 2013Q4 201823
USA FINANCIAL FORMULAS 2030.00%0.31%0.90%Q4 2017Q3 202323
Tower View Wealth Management LLC 2210.04%1.60%5.08%Q4 2017Q3 202323
Plante Moran Financial Advisors, LLC 2110.00%0.05%0.49%Q2 2014Q3 202323
Penobscot Investment Management Company, Inc. 1340.00%0.06%0.11%Q4 2015Q3 202323
Brinker Capital Investments, LLC 13100.00%0.09%0.27%Q2 2013Q4 202223
BARINGS LLC 23230.22%1.41%2.74%Q2 2013Q4 201823
HM PAYSON & CO 1850.01%0.02%0.17%Q4 2017Q3 202323
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2120.08%0.34%0.58%Q3 2013Q3 202123
Hudock, Inc. 23230.02%0.02%0.03%Q1 2017Q3 202223
Cedar Wealth Management, LLC 23230.14%1.19%1.78%Q1 2018Q3 202323
WEDBUSH SECURITIES INC 23230.02%0.04%0.08%Q1 2018Q3 202323
DAVIDSON INVESTMENT ADVISORS 1310.02%0.05%0.34%Q3 2015Q3 202322
BOSTON FINANCIAL MANGEMENT LLC 22220.06%0.07%0.09%Q2 2018Q3 202322
Pathway Financial Advisors LLC 1480.08%0.12%0.16%Q4 2017Q3 202322
Allen Investment Management, LLC 22220.02%0.05%0.14%Q2 2018Q3 202322
First Command Bank 22220.02%0.08%0.15%Q1 2018Q2 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.03%0.03%Q2 2018Q3 202322
NEW ENGLAND ASSET MANAGEMENT INC 22220.01%0.03%0.15%Q2 2013Q3 201822
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1010.00%0.01%0.03%Q4 2013Q1 202222
Arbor Investment Advisors, LLC 1710.04%0.24%0.32%Q4 2010Q2 202322
HALL LAURIE J TRUSTEE 1390.21%0.25%0.31%Q4 2017Q3 202322
CAMDEN NATIONAL BANK 22220.05%0.06%0.07%Q2 2018Q3 202322
First Command Financial Services, Inc. 22220.01%0.06%0.15%Q1 2018Q2 202322
COMERICA SECURITIES INC 22220.09%0.46%1.36%Q3 2013Q4 201822
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q4 2016Q2 202221
Lutz Financial Services LLC 21210.22%0.58%1.29%Q3 2018Q3 202321
FEDERATED HERMES, INC. 610.00%0.01%0.02%Q4 2013Q4 202221
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.14%0.22%0.35%Q4 2017Q4 202221
Crewe Advisors LLC 21210.07%0.28%0.92%Q3 2018Q3 202321
BB&T SECURITIES, LLC 2010.00%0.05%0.34%Q4 2013Q3 201921
VERITY Wealth Advisors 21210.38%0.41%0.46%Q4 2018Q4 202321
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 21210.13%0.16%0.26%Q1 2013Q1 201821
BINGHAM OSBORN & SCARBOROUGH LLC 1410.02%0.02%0.04%Q2 2014Q3 202021
CATAWBA CAPITAL MANAGEMENT /VA 21210.13%0.22%0.26%Q2 2013Q2 201821
First Washington CORP 21210.03%0.03%0.04%Q4 2016Q4 202121
Eldridge Investment Advisors, Inc. 21210.11%0.13%0.17%Q3 2018Q3 202321
Thomasville National Bank 810.02%0.03%0.06%Q1 2015Q3 202321
PATHSTONE FAMILY OFFICE, LLC 1510.01%0.86%4.53%Q1 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.15%Q3 2018Q3 202321
SEI INVESTMENTS CO 1210.00%0.01%0.09%Q4 2014Q4 202221
Simmons Bank 20200.22%0.44%0.72%Q4 2018Q3 202320
Pinnacle Wealth Planning Services, Inc. 20200.08%0.25%0.79%Q4 2017Q3 202220
Sullivan, Bruyette, Speros & Blaney, LLC 20200.10%0.16%0.19%Q2 2016Q1 202120
BENJAMIN F. EDWARDS & COMPANY, INC. 1050.00%0.01%0.03%Q2 2013Q3 202320
Wealthspire Advisors, L.P. 20200.19%0.50%0.83%Q4 2015Q3 202020
SHAKESPEARE WEALTH MANAGEMENT, INC. 20200.10%0.16%0.41%Q4 2018Q3 202320
CHOREO, LLC 1110.01%0.04%0.06%Q2 2014Q3 202320
Meridian Wealth Management, LLC 1410.02%0.06%0.12%Q4 2017Q3 202320
FULTON BANK, N.A. 20200.03%0.03%0.04%Q2 2013Q1 201820
Huntington Steele LLC 20202.40%3.20%4.41%Q2 2013Q1 201820
WBH ADVISORY INC 910.02%0.06%0.11%Q2 2013Q2 202320
TEACHERS ADVISORS, LLC 20200.00%0.01%0.05%Q2 2013Q1 201820
One Capital Management, LLC 1910.02%0.29%0.56%Q1 2014Q2 202120
Strategic Family Wealth Counselors, L.L.C. 20200.22%0.31%0.49%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.03%0.66%1.20%Q4 2018Q3 202320
Balentine LLC 1280.00%0.18%0.83%Q1 2015Q3 202320
Dougherty Wealth Advisers LLC 20200.05%0.11%0.17%Q4 2018Q3 202320
FIRST NATIONAL BANK OF OMAHA 20200.12%0.17%0.37%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.16%0.18%0.21%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.07%0.09%0.11%Q4 2013Q3 201820
FIRST NATIONAL CORP /MA/ /ADV 20200.16%0.19%0.39%Q4 2018Q3 202320
Campbell Wealth Management 20201.54%2.08%2.52%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20200.18%0.32%0.41%Q4 2018Q3 202320
Waverly Advisors, LLC 20200.30%0.99%2.12%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.61%0.87%1.33%Q4 2018Q3 202320
Ameritas Investment Partners, Inc. 20200.00%0.00%0.01%Q4 2014Q3 201920
Laurel Wealth Advisors LLC 20200.01%0.01%0.03%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 1550.00%0.01%0.05%Q1 2018Q3 202320
American Portfolios Advisors 20200.27%0.41%0.70%Q4 2017Q3 202220
Avantax Planning Partners, Inc. 1280.01%0.01%0.02%Q4 2016Q3 202320
Edge Capital Group, LLC 20200.21%0.28%0.32%Q4 2018Q3 202320
THOMPSON DAVIS & CO., INC. 20200.01%0.01%0.01%Q4 2013Q3 201820
Tolleson Wealth Management, Inc. 20200.60%2.13%7.13%Q4 2018Q3 202320
PrairieView Partners, LLC 1720.06%0.10%0.12%Q4 2017Q3 202319
Ledyard National Bank 19190.17%0.18%0.19%Q1 2019Q3 202319
Hirtle Callaghan & Co LLC 1270.02%0.54%2.00%Q3 2013Q4 201819
TSFG, LLC 19190.04%0.05%0.12%Q1 2019Q3 202319
Private Capital Group, LLC 19190.01%0.09%0.40%Q4 2017Q2 202219
CHEMICAL BANK 19190.04%0.05%0.06%Q4 2014Q2 201919
BigSur Wealth Management LLC 19192.88%4.22%4.96%Q1 2019Q3 202319
MANUFACTURERS LIFE INSURANCE COMPANY, THE 19190.00%0.00%0.00%Q4 2013Q2 201819
LOWE BROCKENBROUGH & CO INC 19190.04%0.08%0.09%Q1 2019Q3 202319
Ellis Investment Partners, LLC 19190.12%0.16%0.18%Q1 2019Q3 202319
Leonard Rickey Investment Advisors P.L.L.C. 19190.08%0.13%0.20%Q1 2019Q3 202319
Proficio Capital Partners LLC 19193.08%6.53%9.07%Q1 2019Q3 202319
FIRST CITIZENS BANK & TRUST CO 1450.01%0.08%0.96%Q1 2018Q3 202319
Flaharty Asset Management, LLC 1210.05%0.10%0.18%Q1 2017Q1 202219
FIRST NATIONAL TRUST CO 19190.02%0.04%0.13%Q1 2019Q3 202319
Johnson Financial Group, Inc. 19190.00%0.10%0.26%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 1350.01%0.22%0.66%Q1 2019Q3 202318
FORT PITT CAPITAL GROUP, LLC 1350.02%0.03%0.05%Q4 2015Q4 202018
Simply Money Advisors 18180.00%0.27%0.56%Q4 2013Q1 201818
Brickley Wealth Management 18180.07%0.10%0.13%Q2 2018Q3 202218
Patriot Financial Group Insurance Agency, LLC 840.01%0.02%0.03%Q4 2016Q3 202118
Polaris Wealth Advisory Group, LLC 18180.17%0.33%0.59%Q3 2014Q4 201818
UNITED BANK, INC. 18180.10%0.12%0.14%Q2 2013Q3 201718
PRW Wealth Management LLC 1610.11%1.28%2.41%Q4 2018Q3 202318
Trust Co 850.00%0.55%6.84%Q2 2015Q3 202318
BRR OpCo, LLC 1040.03%0.04%0.06%Q4 2017Q3 202218
SVB WEALTH LLC 18180.00%0.03%0.08%Q2 2019Q3 202318
UBS ASSET MANAGEMENT AMERICAS INC 1440.00%0.01%0.02%Q2 2013Q3 201918
Commonwealth Equity Services, Inc 18180.12%0.16%0.23%Q2 2013Q3 201718
RVW Wealth, LLC 18180.00%0.08%0.26%Q3 2019Q4 202318
Ellevest, Inc. 18180.00%0.01%0.02%Q4 2018Q1 202318
TWO SIGMA SECURITIES, LLC 620.00%0.10%0.73%Q1 2015Q4 202118
SIGNATUREFD, LLC 1710.00%0.02%0.05%Q1 2019Q3 202318
COLONY GROUP LLC 1410.01%0.31%0.88%Q3 2014Q3 202318
COMERICA SECURITIES,INC. 1410.02%0.12%0.56%Q1 2019Q3 202317
BKS ADVISORS, LLC 17170.82%1.00%1.21%Q1 2015Q1 201917
AVANTAX ADVISORY SERVICES, INC. 980.00%0.01%0.05%Q4 2018Q3 202317
WFG Advisors, LP 17170.55%1.35%2.71%Q2 2013Q2 201717
Global Retirement Partners, LLC 1070.00%0.00%0.01%Q2 2019Q3 202317
ZEKE CAPITAL ADVISORS, LLC 17170.02%0.03%0.07%Q4 2018Q4 202217
CADENCE BANK NA 1210.06%0.16%0.20%Q2 2014Q1 202217
Steward Partners Investment Advisory, LLC 1430.00%0.00%0.01%Q4 2017Q3 202317
JAMES INVESTMENT RESEARCH INC 17170.02%0.04%0.06%Q1 2019Q1 202317
PINNACLE FINANCIAL PARTNERS INC 1070.03%0.12%0.23%Q3 2018Q3 202317
Winfield Associates, Inc. 17170.03%0.03%0.04%Q4 2013Q4 201717
Salient Capital Advisors, LLC 17170.01%0.01%0.02%Q2 2013Q2 201717
Legacy Financial Advisors, Inc. 1310.00%0.22%0.39%Q4 2017Q3 202317
PARTNERS CAPITAL INVESTMENT GROUP, LLP 17170.00%0.09%0.21%Q3 2019Q3 202317
Red Spruce Capital, LLC 17170.88%0.99%1.12%Q4 2019Q4 202317
New Capital Management LP 1340.01%0.16%0.34%Q4 2016Q1 202117
AQR Capital Management 17170.18%0.26%0.37%Q3 2015Q3 201917
ARS Wealth Advisors, LLC 17170.08%0.52%0.81%Q2 2017Q2 202117
M&T BANK CORP 1010.00%0.02%0.07%Q3 2014Q3 202317
HRT FINANCIAL LP 1510.01%0.29%1.68%Q2 2015Q3 202317
MADISON WEALTH MANAGEMENT 16160.07%0.08%0.08%Q4 2019Q3 202316
PHILADELPHIA TRUST CO 16160.09%0.18%0.37%Q1 2016Q4 201916
Valeo Financial Advisors, LLC 1510.00%0.01%0.16%Q3 2017Q3 202316
Sugarloaf Wealth Management, LLC 16160.03%0.05%0.10%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.50%0.86%1.70%Q4 2019Q3 202316
EPIQ PARTNERS, LLC 16161.09%2.37%5.02%Q4 2019Q3 202316
SPINNAKER TRUST 16160.04%0.05%0.05%Q4 2019Q3 202316
Armbruster Capital Management, Inc. 880.09%0.31%2.15%Q2 2016Q3 202316
BBR PARTNERS, LLC 1510.05%1.18%1.77%Q3 2016Q3 202316
HBC Financial Services, PLLC 16160.06%0.07%0.07%Q4 2019Q3 202316
Harfst & Associates, Inc. 1240.05%0.09%0.13%Q2 2015Q1 202216
Perigon Wealth Management, LLC 1510.01%0.03%0.05%Q3 2011Q3 202316
IFG Advisory, LLC 1510.06%0.13%0.21%Q3 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.24%0.38%0.52%Q2 2013Q1 201716
NWK Group, Inc. 16160.04%0.06%0.10%Q4 2019Q3 202316
Realta Investment Advisors 1240.02%0.08%0.12%Q1 2019Q3 202316
BALLAST ADVISORS LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
APPLETON PARTNERS INC/MA 16160.02%0.03%0.04%Q1 2019Q4 202216
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16160.07%1.34%2.64%Q4 2019Q3 202316
Bay Harbor Wealth Management, LLC 16160.00%0.01%0.01%Q4 2018Q3 202216
Consolidated Investment Group LLC 16162.58%5.76%7.94%Q2 2013Q1 201716
SG Americas Securities, LLC 710.00%0.02%0.10%Q2 2014Q1 201916
HARBOR INVESTMENT ADVISORY, LLC 16160.04%0.07%0.07%Q4 2019Q3 202316
CVA Family Office, LLC 16160.23%0.54%1.71%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.24%0.34%0.83%Q4 2019Q3 202316
SIMPLEX TRADING, LLC 520.00%0.00%0.00%Q4 2014Q2 202316
Marquette Asset Management, LLC 16160.00%0.00%0.01%Q1 2019Q4 202216
Column Capital Advisors, LLC 16160.07%0.20%0.66%Q4 2019Q3 202316
SCOTIA CAPITAL INC. 1510.00%0.00%0.01%Q3 2019Q3 202316
DERBY & COMPANY, INC 16167.75%8.99%11.30%Q4 2017Q3 202116
NATIONAL PLANNING CORP 1330.03%0.09%0.20%Q2 2013Q3 201716
Firestone Capital Management 16160.29%0.41%0.53%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.14%0.17%0.25%Q4 2019Q3 202316
V Wealth Advisors LLC 1110.04%0.08%0.21%Q2 2016Q2 202316
CERTUITY, LLC 16160.09%0.45%0.84%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.10%0.12%0.16%Q4 2019Q3 202316
Family Firm, Inc. 161614.08%15.40%16.23%Q4 2019Q3 202316
Cubic Asset Management, LLC 16160.06%0.07%0.10%Q4 2019Q3 202316
AlphaCore Capital LLC 16166.70%13.81%19.79%Q4 2019Q3 202316
OXFORD FINANCIAL GROUP, LTD. LLC 16160.15%0.21%0.30%Q4 2019Q3 202316
Beaumont Asset Management, L.L.C. 16160.49%0.66%0.88%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.42%0.69%1.24%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.03%0.03%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.01%0.06%0.10%Q3 2019Q3 202316
Great Diamond Partners, LLC 16166.08%7.56%9.46%Q4 2019Q3 202316
Sand Hill Global Advisors, LLC 16160.15%0.21%0.33%Q4 2019Q3 202316
XML Financial, LLC 16160.10%0.17%0.28%Q4 2019Q3 202316
Circle Wealth Management, LLC 16160.10%0.12%0.14%Q4 2019Q3 202316
Hilltop Holdings Inc. 720.02%0.57%1.75%Q3 2016Q1 202215
Geller Advisors LLC 15150.69%7.73%16.73%Q1 2020Q3 202315
NEW SOUTH CAPITAL MANAGEMENT INC 1010.02%0.14%0.35%Q2 2016Q4 202215
HANTZ FINANCIAL SERVICES, INC. 15159.09%9.76%10.46%Q1 2020Q3 202315
Harvest Fund Management Co., Ltd 15150.00%0.00%0.00%Q4 2016Q2 202015
OSAIC HOLDINGS, INC. 15150.05%0.08%0.10%Q1 2020Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 1140.00%0.07%0.54%Q4 2017Q4 202215
BT Wealth Management LLC 15150.07%0.22%0.77%Q4 2018Q2 202215
Virtu Financial LLC 810.02%0.62%1.99%Q2 2014Q3 201915
Modera Wealth Management, LLC 15150.03%0.10%0.20%Q1 2020Q3 202315
Advisor Group, Inc. 15150.04%0.07%0.11%Q2 2016Q4 201915
Apella Capital, LLC 1230.10%0.30%0.61%Q1 2020Q4 202315
Caprock Group, LLC 15151.87%2.90%4.54%Q1 2020Q3 202315
Intelligence Driven Advisers, LLC 1210.16%1.43%2.24%Q4 2018Q3 202315
Plancorp, LLC 1410.02%0.05%0.35%Q1 2015Q3 202315
Meridian Financial Partners LLC 1311.17%5.74%6.72%Q4 2018Q2 202315
ZACKS INVESTMENT MANAGEMENT 910.00%0.04%0.11%Q4 2014Q3 202315
Graypoint LLC 15150.10%0.15%0.20%Q1 2020Q3 202315
Integrated Wealth Concepts LLC 15150.01%0.02%0.07%Q1 2020Q3 202315
Stokes & Hubbell Capital Management, LLC 15150.12%0.16%0.24%Q3 2015Q1 201915
EPIQ Capital Group, LLC 15150.02%0.21%0.54%Q1 2020Q3 202315
Ascent Wealth Partners, LLC 15150.78%1.29%2.83%Q1 2020Q3 202315
Geneva Advisors, LLC 15150.00%0.01%0.01%Q4 2013Q2 201715
Schwab Charitable Fund 960.08%0.22%0.32%Q4 2017Q1 202215
IRONWOOD INVESTMENT MANAGEMENT LLC 15150.85%1.05%1.32%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.02%0.04%Q2 2013Q4 201615
Beacon Pointe Advisors, LLC 15150.04%0.32%1.09%Q1 2020Q3 202315
BEACH INVESTMENT COUNSEL INC/PA 15150.03%0.04%0.05%Q2 2019Q4 202215
HOWE & RUSLING INC 15150.01%0.05%0.08%Q1 2020Q3 202315
HC Advisors, LLC 1410.61%0.68%0.93%Q4 2019Q3 202315
ATLAS CAPITAL ADVISORS LLC 1050.00%0.00%0.00%Q2 2019Q1 202315
AdvicePeriod, LLC 15150.03%0.04%0.08%Q4 2017Q2 202115
Platte River Wealth Advisors, LLC 1410.14%0.15%0.16%Q4 2019Q3 202315
CAPE COD FIVE CENTS SAVINGS BANK 15150.05%0.23%0.82%Q2 2013Q4 201615
FIRST MANHATTAN CO. LLC. 15150.00%0.00%0.00%Q1 2020Q3 202315
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1050.36%0.78%1.79%Q4 2019Q3 202315
Smithfield Trust Co 15150.01%0.01%0.02%Q3 2017Q1 202115
Wade Financial Advisory, Inc 14140.19%0.22%0.29%Q2 2020Q3 202314
Summit Financial Strategies, Inc. 14140.07%0.09%0.14%Q2 2020Q3 202314
Corundum Group, Inc. 1130.40%0.78%1.45%Q3 2013Q2 201814
RHUMBLINE ADVISERS 510.00%0.00%0.01%Q1 2016Q3 202314
Alpha Cubed Investments, LLC 730.02%0.02%0.03%Q1 2019Q3 202314
TOMPKINS FINANCIAL CORP 1040.01%0.02%0.03%Q2 2020Q4 202314
Disciplined Investments, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
CHILTON CAPITAL MANAGEMENT LLC 1130.00%0.04%0.05%Q2 2013Q3 202314
K.J. Harrison & Partners Inc 1130.03%0.06%0.12%Q3 2019Q2 202314
JCIC Asset Management Inc. 14140.01%0.02%0.04%Q3 2016Q4 201914
Mount Yale Investment Advisors, LLC 1040.02%0.05%0.07%Q1 2018Q4 202114
COZAD ASSET MANAGEMENT INC 14140.45%0.56%0.64%Q2 2020Q3 202314
Wall Capital Group, Inc. 410.00%2.00%4.84%Q1 2017Q2 202314
SALEM INVESTMENT COUNSELORS INC 1310.00%0.00%0.01%Q2 2019Q3 202314
Quantitative Advantage, LLC 14140.18%4.17%8.30%Q4 2019Q1 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.14%0.61%Q2 2017Q3 202014
CHARTWELL INVESTMENT PARTNERS, LLC 14140.14%0.15%0.18%Q2 2020Q3 202314
BERKSHIRE ASSET MANAGEMENT LLC/PA 860.02%0.05%0.10%Q1 2020Q3 202314
Cerity Partners LLC 1210.01%0.09%0.38%Q4 2018Q3 202313
Wealth CMT 766.16%10.24%24.17%Q4 2019Q1 202313
Covenant Multifamily Offices, LLC 1210.15%0.95%1.67%Q4 2013Q3 202113
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.00%Q2 2017Q3 202313
BROWN BROTHERS HARRIMAN & CO 1110.00%0.00%0.01%Q4 2014Q3 202313
Atria Investments, Inc 410.01%0.06%0.17%Q3 2013Q3 202313
Founders Financial Alliance, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
MOTCO 1210.00%0.01%0.11%Q2 2019Q3 202313
LITTLE HOUSE CAPITAL LLC 720.09%0.75%2.35%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.05%0.07%0.11%Q3 2020Q3 202313
ClearBridge Investments 710.00%0.00%0.00%Q4 2013Q4 202213
B. Riley Wealth Advisors, Inc. 1110.00%0.02%0.02%Q2 2014Q3 202313
Robertson Stephens Wealth Management, LLC 13130.02%0.05%0.08%Q3 2020Q3 202313
Parkside Investments, LLC 1120.08%0.54%1.58%Q4 2019Q1 202313
DEUTSCHE BANK AG\ 410.00%0.00%0.01%Q1 2014Q2 202113
First Financial Bank - Trust Division 13130.27%0.29%0.32%Q1 2016Q1 201913
J.W. COLE ADVISORS, INC. 810.02%0.09%0.12%Q4 2019Q3 202313
Baystate Wealth Management LLC 850.00%0.00%0.01%Q1 2018Q3 202313
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 810.00%0.07%0.36%Q4 2015Q3 202313
Wealthspire Advisors, LLC 1210.19%0.23%0.31%Q1 2020Q3 202313
Wechter Feldman Wealth Management, Inc. 131311.52%13.63%16.11%Q4 2016Q4 201913
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13130.61%1.15%1.95%Q2 2013Q2 201613
Williams Jones Wealth Management, LLC. 630.00%0.00%0.01%Q3 2019Q3 202313
PRIVATE TRUST CO NA 760.00%0.02%0.04%Q1 2013Q3 202313
Apriem Advisors 13130.00%0.00%0.00%Q2 2013Q2 201613
Institute for Wealth Management, LLC. 13130.36%0.41%0.44%Q3 2020Q3 202313
FinTrust Capital Advisors, LLC 850.00%0.01%0.03%Q4 2018Q3 202313
Lokken Investment Group LLC 1210.96%1.11%1.24%Q1 2012Q3 202313
TBH Global Asset Management, LLC 13130.10%0.12%0.15%Q3 2020Q3 202313
Rain Capital Management, LLC 940.00%0.07%0.37%Q4 2015Q3 202313
Regal Investment Advisors LLC 1010.00%0.34%1.03%Q3 2013Q3 201813
CONGRESS ASSET MANAGEMENT CO /MA 510.00%0.02%0.06%Q4 2015Q3 202312
MTM Investment Management, LLC 12120.19%0.25%0.32%Q4 2020Q3 202312
Monument Capital Management 750.09%0.27%0.64%Q4 2018Q1 202212
Castle Rock Wealth Management, LLC 1110.10%0.37%0.74%Q4 2019Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.02%0.03%Q4 2018Q3 202112
PACES FERRY WEALTH ADVISORS, LLC 840.16%0.18%0.20%Q3 2020Q3 202312
Wealth Management Partners, LLC 12120.42%0.50%0.54%Q4 2020Q3 202312
Brookstone Capital Management 1110.00%0.12%0.52%Q2 2015Q3 202312
Cetera Investment Advisers 12120.01%0.05%0.14%Q4 2020Q3 202312
MORGAN JESS S & CO INC 12121.74%3.18%4.73%Q4 2019Q3 202212
BNP PARIBAS FINANCIAL MARKETS 840.00%0.00%0.00%Q4 2016Q3 202312
Greenhouse Wealth Management, LLC 12120.36%0.38%0.41%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.49%0.71%1.18%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12121.78%2.09%2.98%Q4 2020Q3 202312
MONECO Advisors, LLC 910.07%0.13%0.33%Q4 2018Q3 202312
North Forty Management, LLC 12121.98%2.44%2.98%Q2 2013Q1 201612
McClarren Financial Advisors, Inc. 12122.03%2.55%6.31%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
Hoxton Financial, Inc. 12120.01%0.04%0.22%Q2 2013Q1 201612
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.07%0.26%0.92%Q4 2020Q3 202312
Sightline Wealth Advisors, LLC 12120.41%0.45%0.49%Q4 2020Q3 202312
Newton One Investments LLC 12120.09%0.11%0.14%Q4 2020Q3 202312
Financial Enhancement Group LLC 1110.00%0.02%0.02%Q1 2018Q3 202212
Running Point Capital Advisors, LLC 12122.77%3.48%3.98%Q4 2020Q3 202312
Waypoint Wealth Partners Inc. 12120.16%0.20%0.33%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.20%0.50%0.94%Q4 2020Q3 202312
Mariner Wealth Advisors-Cincinnati, LLC 12120.08%0.13%0.16%Q4 2015Q3 201812
COMMUNITY TRUST & INVESTMENT CO 12120.21%0.24%0.26%Q2 2018Q1 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Cornerstone Capital, Inc. 12120.03%0.08%0.12%Q4 2020Q3 202312
Country Club Trust Company, n.a. 660.07%0.09%0.12%Q4 2018Q4 202112
Cypress Capital Management LLC (WY) 12120.22%0.49%1.31%Q1 2019Q4 202112
Investors Capital Advisory Services 930.04%0.08%0.19%Q2 2013Q2 201612
Intercontinental Wealth Advisors, LLC 910.05%1.20%3.96%Q2 2019Q2 202312
AMERICAN NATIONAL BANK 12120.01%0.01%0.01%Q1 2020Q4 202212
Financial Services Advisory Inc 711.70%9.33%19.40%Q4 2017Q4 202112
Joseph P. Lucia & Associates, LLC 620.01%0.02%0.03%Q1 2019Q2 202212
Syverson Strege & Co 12120.11%0.23%0.38%Q4 2020Q3 202312
Ashford Advisors, LLC 12120.17%0.43%1.14%Q4 2020Q3 202312
People's United Financial, Inc. 12120.05%0.06%0.10%Q2 2019Q1 202212
N.E.W. Advisory Services LLC 12120.04%0.08%0.23%Q4 2020Q3 202312
Integre Asset Management, LLC 1110.23%0.45%1.19%Q4 2016Q4 201912
SUMMIT FINANCIAL GROUP, INC. 12120.08%0.33%0.54%Q2 2019Q1 202212
Key FInancial Inc 12120.03%0.05%0.06%Q4 2020Q3 202312
Sterling Capital Management LLC 510.00%0.05%0.15%Q4 2013Q3 201912
Truvestments Capital LLC 610.00%0.06%0.11%Q3 2018Q3 202312
Levy Wealth Management Group, LLC 12121.33%1.90%2.70%Q4 2020Q3 202312
AE Wealth Management LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Campion Asset Management 11110.20%0.22%0.26%Q1 2021Q3 202311
Avior Wealth Management, LLC 1010.00%0.00%0.00%Q3 2019Q3 202311
LifePlan Financial Group, Inc 11110.00%0.00%0.00%Q1 2018Q3 202011
BEACON INVESTMENT ADVISORY SERVICES, INC. 740.01%0.02%0.04%Q1 2018Q2 202211
Personal Capital Advisors Corp 11110.00%0.00%0.00%Q2 2020Q4 202211
Addison Advisors LLC 1010.05%0.11%0.19%Q4 2020Q3 202311
Lumature Wealth Partners, LLC 11110.01%0.02%0.05%Q4 2020Q2 202311
HL FINANCIAL SERVICES LLC 11110.01%0.01%0.01%Q3 2013Q1 201611
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 920.00%0.07%0.10%Q4 2020Q3 202311
SYMONS CAPITAL MANAGEMENT INC 11110.05%0.10%0.14%Q1 2015Q3 201711
1834 INVESTMENT ADVISORS CO 11110.00%0.00%0.00%Q4 2017Q2 202011
New England Private Wealth Advisors LLC 11110.05%0.30%0.51%Q1 2021Q3 202311
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 650.02%0.03%0.04%Q4 2020Q3 202311
YorkBridge Wealth Partners, LLC 11110.02%0.02%0.03%Q4 2016Q2 201911
WILLIAMS JONES & ASSOCIATES LLC 11110.00%0.01%0.01%Q4 2016Q2 201911
FIRST MERCANTILE TRUST CO 11110.21%0.26%0.31%Q2 2013Q4 201511
Timber Hill LLC 620.00%0.04%0.13%Q2 2013Q1 201811
Sage Mountain Advisors LLC 11110.08%0.12%0.16%Q1 2021Q3 202311
Squar Milner Financial Services LLC 11110.21%0.31%0.45%Q4 2017Q2 202011
Sandy Spring Bank 910.00%0.01%0.06%Q4 2013Q3 202311
REILLY FINANCIAL ADVISORS, LLC 830.00%0.00%0.00%Q1 2014Q2 201811
ALBION FINANCIAL GROUP /UT 1010.01%0.01%0.01%Q4 2020Q3 202311
Members Trust Co 920.01%0.01%0.01%Q3 2020Q3 202311
Spire Wealth Management 11110.01%0.02%0.03%Q1 2021Q3 202311
Pinnacle Summer Investments, Inc. 11110.00%0.00%0.00%Q2 2013Q4 201511
Clark Capital Management Group, Inc. 610.00%0.13%1.26%Q4 2014Q3 202311
OPPENHEIMER & CO INC 810.00%0.01%0.01%Q3 2018Q1 202211
BADGLEY PHELPS & BELL INC 11110.02%0.03%0.04%Q4 2018Q2 202111
BECKER CAPITAL MANAGEMENT INC 11110.01%0.02%0.06%Q3 2013Q1 201611
55I, LLC 11110.03%0.07%0.18%Q1 2020Q3 202211
Bradley & Co. Private Wealth Management, LLC 11110.34%0.37%0.42%Q1 2021Q3 202311
REDW Wealth LLC 640.08%0.09%0.11%Q4 2020Q3 202310
NTV ASSET MANAGEMENT LLC 10100.16%0.19%0.20%Q2 2013Q3 201510
Pinnacle Family Advisors, LLC 10100.24%0.36%0.56%Q4 2016Q1 201910
Clear Perspectives Financial Planning, LLC 10100.12%0.16%0.20%Q4 2020Q1 202310
Asset Allocation & Management Company, LLC 510.27%0.48%0.71%Q4 2019Q3 202310
Asset Planning Services, Ltd. 820.03%0.04%0.04%Q1 2017Q3 201910
Convergent Wealth Advisors 10100.15%0.36%1.00%Q2 2013Q3 201510
Heritage Wealth Advisors 10100.00%0.00%0.00%Q3 2019Q4 202110
VSR Financial Services, Inc. 10100.04%0.08%0.11%Q3 2013Q4 201510
FULTON BREAKEFIELD BROENNIMAN LLC 730.02%0.02%0.03%Q3 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
North Star Investment Management Corp. 10100.00%0.00%0.00%Q2 2021Q3 202310
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 10100.22%0.43%0.60%Q4 2018Q1 202110
MCIA Inc 10101.16%1.41%1.78%Q2 2017Q3 201910
CIM INVESTMENT MANAGEMENT INC 10100.08%0.08%0.09%Q2 2021Q3 202310
Strategic Wealth Partners Group, LLC 410.04%0.07%0.12%Q4 2016Q1 202210
BlackRock Investment Management, LLC 820.00%0.01%0.03%Q1 2014Q4 201610
Dynamic Advisor Solutions LLC 910.04%0.05%0.06%Q3 2018Q3 202310
Bogart Wealth, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Huber Financial Advisors, LLC 10100.12%0.23%0.42%Q4 2017Q1 202010
Acropolis Investment Management, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Rappaport Reiches Capital Management, LLC 10100.11%0.35%0.68%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.02%0.04%Q1 2021Q3 202310
EPG Wealth Management LLC 520.01%0.01%0.02%Q4 2019Q3 202310
CONDOR CAPITAL MANAGEMENT 730.09%0.20%0.62%Q1 2016Q3 202310
CUMBERLAND ADVISORS INC 10102.85%4.18%7.25%Q4 2017Q1 202010
Trek Financial, LLC 10100.07%0.12%0.16%Q2 2021Q3 202310
Mutual Advisors, LLC 710.01%0.07%0.09%Q2 2020Q3 202310
NEW YORK STATE COMMON RETIREMENT FUND 10100.00%0.05%0.14%Q2 2021Q3 202310
Stratos Wealth Partners, LTD. 710.00%0.03%0.06%Q4 2017Q3 202310
DAVIS SELECTED ADVISERS 210.00%0.01%0.04%Q4 2014Q4 202210
One Charles Private Wealth Services, LLC 10100.15%0.16%0.19%Q2 2021Q3 202310
Financial Engines Advisors L.L.C. 510.00%0.00%0.00%Q4 2017Q3 202310
Autus Asset Management, LLC 730.03%0.03%0.03%Q2 2019Q4 202110
WealthShield Partners, LLC 610.00%0.01%0.01%Q2 2019Q3 202310
Sterneck Capital Management, LLC 10100.18%0.24%0.42%Q2 2021Q3 202310
Fortress Wealth Group, LLC 10101.18%1.44%1.78%Q2 2021Q3 202310
Outlook Wealth Advisors, LLC 10100.10%0.12%0.13%Q2 2021Q3 202310
Bremer Bank National Association 990.10%0.14%0.19%Q1 2019Q1 20219
WBI INVESTMENTS, LLC 510.54%1.55%3.03%Q2 2020Q3 20239
Qube Research & Technologies Ltd 610.00%0.00%0.01%Q1 2021Q3 20239
FORT PITT CAPITAL GROUP INC 540.03%0.04%0.07%Q2 2013Q3 20159
EARNEST PARTNERS LLC 410.00%0.00%0.01%Q4 2018Q3 20239
STEEL GROVE CAPITAL ADVISORS, LLC 810.04%0.33%2.48%Q1 2017Q4 20199
MONETARY MANAGEMENT GROUP INC 990.01%0.01%0.01%Q3 2021Q3 20239
Renaissance Technologies 210.00%0.00%0.00%Q2 2018Q3 20239
Trexquant Investment LP 420.01%0.05%0.17%Q4 2019Q3 20239
Portfolio Strategies, Inc. 540.02%2.80%6.15%Q4 2017Q3 20239
Hemenway Trust Co LLC 990.02%0.04%0.07%Q4 2019Q4 20219
Coyle Financial Counsel LLC 510.30%0.49%0.78%Q3 2016Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.02%Q2 2013Q2 20159
Badgley Phelps Wealth Managers, LLC 990.03%0.03%0.04%Q3 2021Q3 20239
WESPAC Advisors, LLC 310.12%0.26%0.42%Q2 2016Q3 20199
Lourd Capital, LLC 990.04%0.04%0.04%Q2 2013Q2 20159
KESTRA PRIVATE WEALTH SERVICES, LLC 720.01%0.01%0.02%Q2 2021Q3 20239
Dempze Nancy E 810.41%0.46%0.55%Q4 2015Q3 20239
Barber Financial Group, Inc. 630.06%0.12%0.22%Q3 2017Q4 20199
Tradition Wealth Management, LLC 810.00%0.00%0.00%Q4 2020Q3 20239
Connecticut Wealth Management, LLC 630.02%0.12%0.18%Q3 2017Q3 20239
Financial Council Asset Management Inc 992.56%4.69%6.98%Q3 2021Q3 20239
SlateStone Wealth, LLC 420.05%0.08%0.12%Q3 2019Q3 20239
Portland Global Advisors LLC 990.11%0.21%0.24%Q3 2021Q3 20239
Fusion Family Wealth LLC 990.00%0.00%0.01%Q4 2016Q4 20189
Sabal Trust CO 990.01%0.05%0.07%Q3 2021Q3 20239
INTEGRATED CAPITAL MANAGEMENT, INC. 990.47%1.62%2.66%Q4 2018Q4 20209
Capital Asset Advisory Services LLC 510.00%0.89%1.91%Q4 2016Q4 20229
ARS Wealth Advisors Group, LLC 990.10%0.23%0.39%Q3 2021Q3 20239
FFT WEALTH MANAGEMENT LLC 998.83%11.27%13.51%Q3 2021Q3 20239
Betterment LLC 990.00%0.00%0.00%Q3 2021Q3 20239
JACOBS & CO/CA 990.03%0.03%0.03%Q3 2021Q3 20239
MYCIO WEALTH PARTNERS, LLC 710.00%0.06%0.12%Q3 2015Q4 20199
Fluent Financial, LLC 510.09%0.13%0.18%Q3 2018Q3 20239
OLD MISSION CAPITAL LLC 210.01%0.06%0.14%Q4 2017Q3 20239
Sowell Financial Services LLC 710.02%0.03%0.11%Q4 2016Q1 20239
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 990.00%0.14%0.89%Q3 2021Q3 20239
RAYMOND JAMES TRUST N.A. 810.01%0.02%0.02%Q4 2018Q3 20239
TECTONIC ADVISORS LLC 990.01%0.01%0.02%Q4 2020Q4 20229
Highmount Capital, LLC 992.42%2.57%2.80%Q2 2013Q2 20159
Hefty Wealth Partners 880.07%0.39%0.81%Q1 2016Q4 20178
Heritage Financial Services, LLC 880.34%0.75%1.57%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.26%0.38%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 886.99%10.12%13.65%Q4 2021Q3 20238
Valmark Advisers, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
StrategIQ Financial Group, LLC 882.63%2.87%3.37%Q4 2021Q3 20238
Francis Financial, Inc. 620.28%0.51%0.90%Q4 2017Q3 20238
Aquire Wealth Advisors, LLC 881.66%2.35%3.06%Q4 2021Q3 20238
Threshold Group LLC 884.34%6.96%9.93%Q4 2015Q3 20178
LEVEL FOUR ADVISORY SERVICES, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Mason & Associates Inc 880.21%0.30%0.36%Q4 2021Q3 20238
STERNE AGEE GROUP, INC. 881.64%2.56%4.09%Q2 2013Q1 20158
Colorado Capital Management, Inc. 880.24%0.26%0.29%Q3 2016Q2 20188
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.00%0.00%Q4 2013Q3 20158
Van Hulzen Asset Management, LLC 440.02%0.04%0.06%Q4 2015Q1 20228
Chevy Chase Trust Holdings, LLC 410.00%0.00%0.00%Q3 2013Q4 20198
DUBUQUE BANK & TRUST CO 440.00%0.19%0.46%Q1 2015Q1 20238
BREWIN DOLPHIN LTD 880.01%0.01%0.01%Q3 2020Q2 20228
MAI Capital Management 880.01%0.01%0.02%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 881.47%1.73%2.19%Q4 2021Q3 20238
LGL PARTNERS, LLC 889.75%11.72%13.14%Q4 2021Q3 20238
Certified Advisory Corp 710.00%0.01%0.10%Q4 2017Q2 20238
Georgetown University 888.78%15.24%20.50%Q4 2021Q3 20238
9258 Wealth Management, LLC 880.21%0.32%0.42%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.02%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.02%0.02%0.03%Q4 2019Q3 20218
Guidant Wealth Advisors 440.01%0.03%0.05%Q3 2016Q3 20198
AHL INVESTMENT MANAGEMENT, INC. 880.23%0.24%0.28%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.01%0.01%0.02%Q2 2021Q1 20238
Cypress Wealth Services, LLC 440.05%0.06%0.07%Q1 2019Q1 20218
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Carnegie Capital Asset Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.08%0.17%0.27%Q4 2021Q3 20238
GAM Holding AG 880.01%0.01%0.02%Q1 2015Q4 20168
Greenline Partners, LLC 880.46%0.63%0.74%Q4 2021Q3 20238
UBS AG 660.00%0.03%0.05%Q2 2013Q3 20148
W ADVISORS, LLC 880.87%1.01%1.15%Q4 2021Q3 20238
LWM Advisory Services, LLC 880.72%0.88%1.29%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Spring Creek Investment Management, LLC 883.26%4.34%5.74%Q4 2018Q3 20208
Riggs Asset Managment Co. Inc. 880.00%0.01%0.02%Q1 2018Q4 20198
FIRST AMERICAN TRUST, FSB 410.05%0.13%0.44%Q4 2014Q4 20228
Brooklyn FI, LLC 887.07%9.50%11.03%Q4 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 880.28%0.34%0.42%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.02%0.03%0.03%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.60%0.68%0.73%Q2 2013Q1 20158
PARK AVENUE SECURITIES LLC 310.01%0.39%0.67%Q1 2019Q4 20228
Cohen Capital Management, Inc. 710.27%0.29%0.31%Q2 2018Q3 20238
Martin Capital Advisors, LLP 880.53%0.66%0.88%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.13%0.15%0.18%Q2 2013Q1 20158
Gould Capital, LLC 880.26%0.35%0.62%Q4 2021Q3 20238
Dorsey & Whitney Trust CO LLC 880.02%0.06%0.12%Q4 2021Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.02%0.03%0.03%Q2 2019Q2 20238
Activest Wealth Management 610.01%0.01%0.02%Q1 2021Q3 20238
AGILIS PARTNERS LLC 880.64%5.08%7.15%Q4 2021Q3 20238
KilterHowling LLC 880.35%1.62%6.35%Q4 2021Q3 20238
OneDigital Investment Advisors LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.01%0.01%0.01%Q1 2017Q4 20188
CITY NATIONAL BANK 880.17%0.23%0.27%Q4 2013Q3 20158
BAIRD ROBERT W & CO INC /WI/ 880.03%0.03%0.04%Q2 2013Q1 20158
Collaborative Wealth Managment Inc. 610.32%0.33%0.35%Q1 2021Q3 20238
Karp Capital Management Corp 510.03%2.27%6.74%Q1 2017Q3 20228
Visionary Wealth Advisors 770.06%0.06%0.07%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.01%0.02%0.02%Q4 2021Q3 20237
Jaffetilchin Investment Partners, LLC 770.27%0.74%1.29%Q1 2022Q3 20237
Reynders McVeigh Capital Management, LLC 770.02%0.04%0.06%Q1 2022Q3 20237
Stearns Financial Services Group 770.02%0.02%0.02%Q1 2019Q3 20207
CORNERCAP INVESTMENT COUNSEL INC 510.16%0.19%0.21%Q2 2019Q1 20227
Nvest Financial, LLC 771.17%1.34%1.60%Q1 2022Q3 20237
Horizons Wealth Management 770.02%0.02%0.02%Q2 2022Q4 20237
Summit Place Financial Advisors, LLC 771.08%1.18%1.33%Q3 2020Q1 20227
Accurate Wealth Management, LLC 770.11%0.17%0.26%Q1 2022Q3 20237
Berman Capital Advisors, LLC 770.13%0.22%0.39%Q1 2020Q3 20217
Edge Advisors, LLC 770.25%0.28%0.31%Q4 2016Q2 20187
Placemark Investments, Inc. 770.02%0.05%0.09%Q2 2013Q4 20147
Schechter Investment Advisors, LLC 770.03%0.03%0.04%Q4 2021Q2 20237
Rockbridge Investment Management, LCC 770.25%0.26%0.26%Q2 2020Q4 20217
SRS Capital Advisors, Inc. 770.01%0.01%0.01%Q4 2016Q2 20187
Ameritas Investment Company, LLC 310.00%0.02%0.03%Q1 2019Q3 20217
MERITAGE PORTFOLIO MANAGEMENT 610.01%0.03%0.04%Q2 2013Q4 20217
Rockwood Wealth Management, LLC 770.04%0.07%0.13%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.02%0.02%0.02%Q4 2020Q2 20227
TCF National Bank 770.04%0.06%0.09%Q3 2019Q1 20217
Wedmont Private Capital 770.21%0.29%0.38%Q1 2022Q3 20237
Weaver Consulting Group 770.01%0.01%0.01%Q1 2019Q3 20207
GIRARD SECURITIES, INC. 770.30%0.56%0.68%Q4 2015Q2 20177
Atria Wealth Solutions, Inc. 770.01%0.02%0.06%Q1 2022Q3 20237
Destiny Wealth Partners, LLC 520.00%0.00%0.00%Q4 2020Q3 20227
Westside Investment Management, Inc. 610.01%0.02%0.02%Q1 2017Q4 20187
Financial Connections Group, Inc. 770.02%0.02%0.03%Q4 2021Q2 20237
Dakota Wealth Management 770.02%0.06%0.09%Q1 2022Q3 20237
ALESCO ADVISORS LLC 770.02%0.05%0.09%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.02%0.04%0.08%Q1 2022Q3 20237
FLOW TRADERS U.S. LLC 310.07%0.18%0.64%Q3 2019Q2 20237
CALTON & ASSOCIATES, INC. 410.02%0.06%0.08%Q4 2017Q4 20197
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.02%Q1 2021Q4 20227
Stratos Wealth Advisors, LLC 770.05%0.06%0.08%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.06%0.22%0.57%Q1 2022Q3 20237
Allianz Asset Management GmbH 770.02%0.03%0.06%Q4 2018Q2 20207
Choate Investment Advisors 770.00%0.04%0.06%Q1 2021Q3 20227
Operose Advisors LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Costello Asset Management, INC 770.01%0.01%0.01%Q2 2020Q4 20217
Integrated Wealth Management 770.01%0.03%0.06%Q1 2015Q3 20167
M Holdings Securities, Inc. 610.02%0.20%0.29%Q1 2014Q1 20227
Psagot Value Holdings Ltd. 520.00%0.01%0.02%Q2 2013Q3 20157
Concord Wealth Partners 430.01%0.02%0.03%Q4 2021Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.01%Q4 2020Q4 20227
ADVANTAGE INVESTMENT MANAGEMENT, LLC 520.02%0.04%0.05%Q4 2014Q4 20167
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 410.00%0.04%0.16%Q2 2013Q4 20157
MOTIVE WEALTH ADVISORS 770.44%0.77%1.23%Q2 2021Q4 20227
BOYS ARNOLD & CO INC 520.06%0.06%0.07%Q4 2017Q1 20207
Capital Advisors Wealth Management, LLC 660.06%0.07%0.09%Q2 2022Q3 20236
MUNDER CAPITAL MANAGEMENT 660.02%0.02%0.02%Q2 2013Q3 20146
KING LUTHER CAPITAL MANAGEMENT CORP 510.00%0.01%0.01%Q2 2016Q3 20236
Oxbow Advisors, LLC 660.04%0.09%0.11%Q2 2022Q3 20236
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 510.00%0.00%0.01%Q2 2013Q4 20206
Allworth Financial LP 410.00%0.00%0.00%Q2 2018Q3 20236
Foster Group, Inc. 660.08%0.12%0.23%Q2 2022Q3 20236
Simplicity Solutions, LLC 310.03%0.06%0.20%Q4 2015Q3 20236
Grant/GrossMendelsohn, LLC 420.11%0.13%0.14%Q1 2022Q3 20236
Stone House Investment Management, LLC 420.12%4.34%10.80%Q2 2018Q4 20196
Regal Wealth Group, Inc. 660.00%0.00%0.00%Q4 2015Q1 20176
Meridian Wealth Partners, LLC 660.04%0.06%0.08%Q4 2019Q1 20216
Procyon Advisors, LLC 310.01%0.08%0.28%Q4 2019Q3 20236
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 660.05%0.06%0.07%Q4 2021Q1 20236
FORTE ASSET MANAGEMENT LLC 664.55%4.87%5.42%Q2 2022Q3 20236
SILVER OAK SECURITIES, INCORPORATED 510.01%0.07%0.12%Q1 2022Q3 20236
Legacy Advisors, LLC 420.02%0.03%0.04%Q4 2017Q2 20196
Karn, Couzens & Associates, Inc. 665.23%6.15%6.75%Q4 2020Q1 20226
MANCHESTER FINANCIAL INC 660.31%0.36%0.44%Q2 2022Q3 20236
Virtu KCG Holdings LLC 210.00%0.01%0.04%Q4 2013Q2 20176
KMS FINANCIAL SERVICES, INC 660.18%0.26%0.51%Q2 2013Q3 20146
BTC Capital Management, Inc. 410.05%0.30%0.44%Q1 2015Q3 20236
Concert Wealth Management Inc. 660.03%0.19%0.29%Q2 2015Q3 20166
Johnson Financial Group, LLC 660.76%0.90%1.32%Q4 2016Q1 20186
Strategic Equity Management 664.44%10.24%13.90%Q2 2022Q3 20236
Facet Wealth, Inc. 660.02%0.03%0.04%Q2 2022Q3 20236
Epstein & White Financial LLC 664.25%4.95%5.71%Q1 2020Q2 20216
Integer Wealth Advisors Group LLC 664.96%7.32%8.48%Q4 2019Q1 20216
NORTHWEST WEALTH MANAGEMENT, LLC 510.09%0.11%0.16%Q1 2018Q1 20226
DBK Financial Counsel, LLC 660.32%0.60%0.91%Q4 2021Q1 20236
ARS Investment Partners, LLC 660.07%0.07%0.07%Q4 2016Q1 20186
Houlihan Financial Resource Group, Ltd. 210.28%0.29%0.30%Q4 2019Q3 20236
Atlas Private Wealth Advisors 660.03%0.04%0.05%Q2 2020Q3 20216
Retirement Group, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
XPONANCE, INC. 660.01%0.02%0.03%Q2 2022Q3 20236
Stonegate Investment Group, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
US FINANCIAL ADVISORS, LLC 660.01%0.01%0.02%Q4 2014Q1 20166
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
ICONIQ Capital, LLC 660.02%0.09%0.17%Q4 2016Q1 20186
Waypoint Capital Advisors, LLC 660.53%0.62%0.76%Q2 2022Q3 20236
TD Waterhouse Canada Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Capital Investment Advisory Services, LLC 660.01%0.01%0.01%Q4 2018Q1 20206
Bluesphere Advisors, LLC 660.25%0.27%0.31%Q4 2020Q1 20226
Ameritas Advisory Services, LLC 660.00%0.01%0.02%Q4 2021Q1 20236
VICUS CAPITAL 660.50%0.70%0.89%Q2 2013Q3 20146
World Asset Management Inc 660.09%0.17%0.35%Q1 2020Q2 20216
CX Institutional 510.00%0.11%0.39%Q2 2018Q2 20226
Steinberg Global Asset Management 510.03%0.03%0.03%Q1 2017Q3 20186
Montecito Bank & Trust 420.05%0.33%0.91%Q3 2013Q1 20226
Forward Management, LLC 310.01%0.08%0.21%Q2 2013Q4 20156
Leelyn Smith, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
Ausdal Financial Partners, Inc. 660.24%0.25%0.28%Q4 2015Q1 20176
Gradient Investments LLC 510.00%0.00%0.01%Q4 2016Q4 20186
Greenspring Advisors, LLC 660.05%0.08%0.09%Q4 2021Q1 20236
Atlantic Union Bankshares Corp 660.02%0.02%0.03%Q2 2021Q3 20226
CITIZENS FINANCIAL GROUP INC/RI 660.04%0.04%0.05%Q2 2022Q3 20236
SteelBridge Private Wealth Advisors LLC 660.53%2.48%3.22%Q1 2016Q2 20176
Belvedere Trading LLC 440.00%0.00%0.00%Q4 2022Q3 20236
Coston, McIsaac & Partners 660.01%0.01%0.01%Q2 2022Q3 20236
Archer Investment Corp 660.01%0.01%0.01%Q4 2021Q1 20236
HBK Sorce Advisory LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Tanager Wealth Management LLP 662.32%3.39%5.51%Q2 2022Q3 20236
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
Revolve Wealth Partners, LLC 660.06%0.07%0.08%Q2 2022Q3 20236
Altium Wealth Management LLC 660.05%0.07%0.10%Q2 2018Q3 20196
Measured Wealth Private Client Group, LLC 660.25%0.48%0.66%Q1 2020Q2 20216
MILLER HOWARD INVESTMENTS INC /NY 510.10%0.25%0.49%Q4 2016Q4 20186
FIRST INTERSTATE BANK 410.06%0.33%1.39%Q2 2022Q3 20235
Fortitude Advisory Group L.L.C. 320.01%0.19%0.30%Q4 2021Q1 20235
Invesco Ltd. 310.00%0.00%0.01%Q2 2013Q1 20205
Allegis Investment Advisors, LLC 550.20%0.65%1.00%Q4 2015Q4 20165
TCTC Holdings, LLC 550.00%0.00%0.00%Q2 2020Q2 20215
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.20%0.21%0.24%Q1 2020Q1 20215
GSA CAPITAL PARTNERS LLP 550.04%0.05%0.09%Q4 2020Q4 20215
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.03%0.08%Q1 2015Q4 20215
COOPER/HAIMS ADVISORS, LLC 550.15%0.18%0.22%Q4 2017Q4 20185
NewEdge Advisors, LLC 410.00%0.01%0.02%Q4 2021Q3 20235
BAROMETER CAPITAL MANAGEMENT INC. 310.06%0.19%0.32%Q4 2014Q4 20205
Beacon Pointe Wealth Advisors, LLC 551.67%1.93%2.63%Q4 2018Q4 20195
My Personal CFO, LLC 550.20%0.29%0.34%Q4 2021Q4 20225
Apexium Financial, LP 550.03%0.03%0.03%Q3 2022Q3 20235
Verition Fund Management LLC 210.01%0.02%0.06%Q3 2015Q2 20205
Argentus Capital Management, LLC 550.00%0.01%0.02%Q3 2015Q3 20165
Sargent Bickham Lagudis LLC 550.00%0.00%0.00%Q4 2021Q4 20225
ANDERSON HOAGLAND & CO 550.03%0.18%0.41%Q3 2022Q3 20235
Aureus Asset Management, LLC 410.03%0.04%0.06%Q4 2016Q3 20185
JOURNEY STRATEGIC WEALTH LLC 550.04%0.08%0.16%Q3 2022Q3 20235
Lighthouse Financial Advisors, Inc. 410.08%0.09%0.12%Q4 2019Q1 20215
JOYN Advisors, Inc. 410.00%0.01%0.02%Q1 2014Q4 20185
Strategic Capital Group LLC 550.52%0.72%1.27%Q2 2013Q2 20145
WILMINGTON TRUST CO 550.15%0.16%0.16%Q2 2013Q2 20145
WASHINGTON TRUST BANK 320.00%0.00%0.01%Q4 2017Q1 20195
Gilbert & Cook, Inc. 550.64%0.73%0.99%Q3 2022Q3 20235
EVERGREEN CAPITAL MANAGEMENT LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Grant Street Asset Management, Inc. 320.09%0.10%0.12%Q4 2020Q2 20225
Aprio Wealth Management, LLC 550.18%0.20%0.23%Q3 2022Q3 20235
James J. Burns & Company, LLC 550.07%0.09%0.12%Q3 2022Q3 20235
Summit X, LLC 410.01%0.22%0.28%Q1 2019Q3 20205
Vigilant Capital Management, LLC 550.03%0.04%0.04%Q3 2017Q3 20185
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
HERON FINANCIAL GROUP, LLC 310.13%4.49%17.46%Q1 2021Q2 20235
Wealth & Pension Services Group, Inc. 550.79%1.12%2.06%Q3 2018Q3 20195
INVERNESS COUNSEL LLC /NY/ 550.07%0.08%0.08%Q3 2015Q3 20165
CM WEALTH ADVISORS LLC 320.13%0.18%0.25%Q2 2022Q3 20235
Crow Point Partners, LLC 550.04%0.09%0.15%Q3 2017Q3 20185
Sheets Smith Investment Management 313.71%5.21%6.95%Q4 2020Q4 20225
Keystone Wealth Services, LLC 320.08%0.09%0.10%Q4 2021Q3 20235
Hexagon Capital Partners LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Ayalon Insurance Comp Ltd. 550.12%0.20%0.33%Q1 2021Q1 20225
Diversified Trust Co 410.01%0.01%0.01%Q1 2022Q4 20235
HighTower Trust Company, N.A. 320.03%0.03%0.04%Q4 2021Q1 20235
Pasadena Private Wealth, LLC 550.08%0.15%0.18%Q1 2021Q1 20225
Royal Fund Management, LLC 210.00%0.00%0.01%Q4 2016Q1 20194
Mill Creek Capital Advisors, LLC 441.02%1.07%1.15%Q4 2022Q3 20234
Laffer Tengler Investments, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Grove Bank & Trust 440.02%0.03%0.03%Q4 2022Q3 20234
HoyleCohen, LLC 440.14%0.14%0.15%Q4 2022Q3 20234
New Republic Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
REGENTATLANTIC CAPITAL LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Hamilton Point Investment Advisors, LLC 330.03%0.08%0.23%Q1 2023Q3 20234
FIRST HORIZON CORP 440.88%0.94%0.98%Q3 2020Q2 20214
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 441.26%1.34%1.40%Q4 2022Q3 20234
Fisher Asset Management, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Single Point Partners, LLC 310.22%0.48%0.58%Q3 2022Q3 20234
Altiora Financial Group, LLC 440.11%0.19%0.22%Q4 2022Q3 20234
OLD SECOND NATIONAL BANK OF AURORA 440.01%0.01%0.02%Q1 2019Q4 20194
Bleakley Financial Group, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
BECK CAPITAL MANAGEMENT, LLC 440.65%1.17%1.44%Q3 2014Q2 20154
Auxano Advisors, LLC 440.09%0.09%0.10%Q2 2021Q1 20224
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.01%0.02%Q4 2015Q1 20234
Pinnacle Advisory Group, Inc. 210.01%0.01%0.02%Q2 2017Q1 20214
U.S. Capital Wealth Advisors, LLC 440.02%0.04%0.07%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.46%0.52%0.66%Q4 2022Q3 20234
Gupta Wealth Management LLC 440.00%0.01%0.02%Q2 2015Q1 20164
Hills Bank & Trust Co 440.07%0.08%0.08%Q2 2022Q1 20234
Red Door Wealth Management, LLC 210.01%0.07%0.23%Q1 2020Q2 20234
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Archford Capital Strategies, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
Windsor Financial Group, LLC 440.10%0.10%0.10%Q2 2014Q1 20154
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.04%0.05%0.07%Q4 2022Q3 20234
MITCHELL SINKLER & STARR/PA 440.10%0.11%0.12%Q3 2022Q2 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.01%0.01%0.03%Q1 2016Q4 20164
CGN Advisors LLC 440.11%0.12%0.12%Q4 2020Q3 20214
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.01%0.01%0.01%Q4 2017Q3 20184
Estate Counselors, LLC 440.36%0.97%2.77%Q4 2022Q3 20234
Sebold Capital Management, Inc. 440.20%0.23%0.26%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.10%1.03%2.42%Q4 2018Q4 20214
Sterling Financial Group, Inc. 440.77%0.83%0.85%Q4 2022Q3 20234
Belpointe Asset Management LLC 440.04%0.04%0.04%Q2 2022Q1 20234
Hennion & Walsh Asset Management, Inc. 440.04%0.04%0.05%Q2 2021Q1 20224
Personal Wealth Partners 310.02%0.03%0.03%Q2 2019Q2 20214
QCM Cayman, Ltd. 440.38%0.60%0.87%Q2 2020Q1 20214
Orion Portfolio Solutions, LLC 310.02%0.05%0.06%Q3 2021Q3 20234
B. Riley Wealth Management, Inc. 440.00%0.01%0.01%Q1 2014Q4 20144
Pine Ridge Advisers LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Wilkinson Global Asset Management LLC 440.02%0.02%0.02%Q1 2021Q4 20214
SII INVESTMENTS INC/WI 210.01%0.02%0.03%Q3 2015Q3 20174
Family Asset Management, LLC 441.73%1.83%2.08%Q4 2022Q3 20234
Verum Partners LLC 440.63%1.24%1.56%Q4 2022Q3 20234
Lenox Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Vawter Financial, Ltd. 440.35%0.39%0.48%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.10%0.13%0.19%Q1 2017Q4 20174
Legacy Trust 441.58%1.60%1.65%Q4 2022Q3 20234
Forum Financial Management, LP 310.01%0.01%0.02%Q4 2021Q4 20224
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
DIAMOND HILL CAPITAL MANAGEMENT INC 110.00%0.02%0.03%Q4 2015Q4 20224
Farther Finance Advisors, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
Fairhaven Wealth Management, LLC 440.36%0.43%0.49%Q1 2020Q4 20204
LONDON CO OF VIRGINIA 210.00%0.00%0.00%Q4 2021Q3 20234
Boston Common Asset Management, LLC 220.00%0.00%0.00%Q2 2013Q2 20144
Renasant Bank 310.14%1.13%1.52%Q4 2021Q3 20234
Moran Wealth Management, LLC 440.08%0.15%0.29%Q4 2022Q3 20234
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.02%Q4 2014Q4 20194
CAPSTONE INVESTMENT ADVISORS, LLC 310.01%0.04%0.07%Q1 2017Q1 20184
Peachtree Investment Advisors, Inc. 440.01%0.01%0.01%Q3 2014Q2 20154
Camarda Financial Advisors, LLC 210.01%4.77%18.79%Q3 2015Q4 20214
RFP Financial Group LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Hall Kathryn A. 441.28%1.91%2.89%Q3 2014Q2 20154
Core Wealth Management, Inc. 440.18%0.20%0.21%Q4 2022Q3 20234
CARDIFF PARK ADVISORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PEOPLES BANK /OH 440.14%0.24%0.37%Q1 2022Q4 20224
Osborn Williams & Donohoe LLC 440.03%0.03%0.03%Q1 2019Q4 20194
REBALANCE, LLC 440.48%0.50%0.51%Q4 2022Q3 20234
CWA Asset Management Group, LLC 220.02%0.02%0.02%Q4 2021Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.03%0.04%0.05%Q2 2017Q1 20184
Homrich & Berg 440.02%0.02%0.03%Q4 2020Q3 20214
Lindbrook Capital, LLC 440.27%0.28%0.29%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.01%0.01%0.01%Q4 2022Q3 20234
WEALTH EFFECTS LLC 440.25%0.26%0.28%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 443.06%3.88%5.83%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.00%0.05%0.08%Q2 2013Q3 20154
LEVEL FOUR FINANCIAL, LLC 440.09%0.10%0.10%Q4 2020Q3 20214
FWL INVESTMENT MANAGEMENT, LLC 310.01%0.01%0.02%Q3 2022Q3 20234
Corient Private Wealth LLC 440.11%0.15%0.20%Q4 2022Q3 20234
Partnervest Advisory Services LLC 440.01%0.01%0.01%Q3 2013Q2 20144
MRA Associates USA LLC 440.30%0.63%0.91%Q4 2018Q3 20194
FIDUCIARY MANAGEMENT INC /WI/ 110.00%0.01%0.02%Q2 2020Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.01%Q3 2022Q3 20233
Signature Wealth Management Group 330.04%0.04%0.04%Q1 2018Q3 20183
FIC CAPITAL INC 330.13%0.13%0.14%Q1 2017Q3 20173
ASSET ADVISORS CORP 330.00%0.00%0.00%Q2 2015Q4 20153
Biltmore Family Office, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Financial Gravity Asset Management, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
Wagner Wealth Management, LLC 210.01%0.01%0.01%Q2 2018Q4 20203
Atlas Private Wealth Management, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Legacy Capital Group California, Inc. 330.10%0.11%0.11%Q1 2023Q3 20233
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 330.05%0.17%0.38%Q2 2022Q4 20223
Itau Unibanco Holding S.A. 330.03%0.04%0.04%Q3 2016Q1 20173
Avalon Investment & Advisory 210.01%0.04%0.05%Q4 2016Q1 20233
TOWNSQUARE CAPITAL LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Aris Wealth Services, Inc. 330.27%0.34%0.49%Q1 2015Q3 20153
Glass Jacobson Investment Advisors llc 210.03%0.03%0.03%Q4 2022Q3 20233
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.03%0.04%0.04%Q4 2019Q4 20223
Grey Street Capital, LLC 330.71%0.78%0.90%Q1 2023Q3 20233
High Falls Advisors, Inc 330.01%0.01%0.01%Q4 2015Q2 20163
12th Street Asset Management Company, LLC 210.09%0.32%0.77%Q4 2018Q4 20223
Vestpro Financial Partners, Inc. dba CPF Texas 210.21%0.22%0.23%Q4 2017Q3 20183
Flagship Private Wealth, LLC 330.09%0.10%0.10%Q4 2020Q2 20213
RMR Wealth Builders 210.01%0.04%0.06%Q4 2020Q4 20213
Virginia National Bank 330.53%0.76%1.16%Q1 2022Q3 20223
Private Capital Management, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
LUCAS CAPITAL MANAGEMENT 210.18%0.19%0.20%Q3 2017Q2 20183
QUANTUM CAPITAL MANAGEMENT 210.02%0.03%0.05%Q3 2013Q2 20143
Y-Intercept (Hong Kong) Ltd 210.03%0.03%0.04%Q3 2022Q2 20233
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 210.47%1.03%2.03%Q4 2014Q4 20153
Texas Yale Capital Corp. 330.04%0.05%0.05%Q1 2018Q3 20183
GW&K Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Affinity Capital Advisors, LLC 330.63%2.50%5.04%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
Pacific Center for Financial Services 330.05%0.05%0.05%Q1 2023Q3 20233
SJS Investment Consulting Inc. 210.28%0.32%0.35%Q4 2021Q3 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.15%0.18%0.21%Q4 2017Q3 20183
Rice Partnership, LLC 330.26%0.28%0.30%Q2 2019Q4 20193
Fifth Third Wealth Advisors LLC 330.16%0.21%0.29%Q2 2023Q4 20233
REINHART PARTNERS, LLC. 210.02%0.05%0.08%Q4 2014Q4 20153
Cape Investment Advisory, Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
ROWLANDMILLER & PARTNERS.ADV 210.02%0.02%0.02%Q2 2021Q1 20223
Aptus Capital Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 210.05%0.06%0.07%Q4 2021Q3 20233
Summit Trail Advisors, LLC 210.02%0.10%0.14%Q1 2022Q3 20233
Horan Securities, Inc. 330.02%0.02%0.02%Q4 2022Q2 20233
Frank, Rimerman Advisors LLC 330.06%0.07%0.07%Q1 2023Q3 20233
RIA Advisory Group LLC 330.09%0.10%0.10%Q1 2023Q3 20233
ROBERTSON STEPHENS ADVISORS LLC 330.19%0.23%0.27%Q4 2016Q2 20173
Beacon Financial Advisory LLC 210.15%0.21%0.33%Q4 2019Q2 20223
Weitz Investment Management 110.01%0.08%0.17%Q4 2014Q4 20163
BIP Wealth, LLC 330.09%0.10%0.12%Q1 2023Q3 20233
Sequoia Financial Advisors, LLC 210.01%0.01%0.01%Q1 2022Q3 20233
Braun-Bostich & Associates Inc. 330.08%0.45%0.65%Q4 2017Q2 20183
Essex Savings Bank 330.04%0.06%0.07%Q4 2018Q2 20193
FormulaFolio Investments, LLC 330.03%0.04%0.04%Q2 2020Q4 20203
PAYDEN & RYGEL 330.18%0.74%1.54%Q2 2014Q4 20143
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MACRO Consulting Group 330.19%0.27%0.32%Q4 2018Q2 20193
Lee Financial Co 330.36%0.41%0.50%Q4 2016Q2 20173
RGT Wealth Advisors, LLC 110.00%0.02%0.06%Q2 2020Q3 20223
Atlantic Private Wealth, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Willis Johnson & Associates, Inc. 330.07%0.07%0.07%Q4 2020Q2 20213
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.29%0.37%0.53%Q2 2017Q2 20203
Strategic Capital Alternatives LLC 330.02%0.30%0.45%Q1 2015Q3 20153
Avestar Capital, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
MARKSTON INTERNATIONAL LLC 210.01%0.02%0.03%Q1 2018Q4 20183
RETIREMENT DESIGN & MANAGEMENT INC /ADV 330.52%0.57%0.64%Q4 2015Q2 20163
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
PagnatoKarp Partners LLC 330.05%0.06%0.06%Q3 2019Q1 20203
LGT Financial Advisors LLC 210.95%1.01%1.09%Q4 2022Q3 20233
MGO ONE SEVEN LLC 210.01%0.01%0.02%Q4 2017Q4 20183
GLENHILL ADVISORS LLC 110.09%0.50%1.04%Q1 2015Q2 20163
DOHJ, LLC 220.43%0.79%1.14%Q1 2021Q2 20212
American Family Insurance Mutual Holding Co 223.09%4.66%6.24%Q4 2021Q1 20222
EverSource Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
Altus Wealth Group LLC 220.01%0.01%0.01%Q4 2020Q1 20212
QCI ASSET MANAGEMENT INC/NY 220.02%0.02%0.02%Q3 2018Q4 20182
STEINBERG ASSET MANAGEMENT LLC 110.04%0.06%0.08%Q4 2014Q4 20152
ELM ADVISORS, LLC 110.00%0.01%0.01%Q3 2018Q4 20202
Clarius Group, LLC 220.15%0.17%0.19%Q2 2022Q3 20222
One Wealth Advisors, LLC 110.02%0.03%0.04%Q2 2018Q4 20222
Citizens Business Bank 220.20%0.20%0.21%Q1 2013Q2 20132
OSTERWEIS CAPITAL MANAGEMENT INC 220.05%0.09%0.12%Q3 2015Q4 20152
Brown Miller Wealth Management, LLC 220.27%0.27%0.27%Q2 2022Q3 20222
VERUS CAPITAL PARTNERS, LLC 220.03%0.04%0.04%Q4 2019Q1 20202
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Paradigm, Strategies in Wealth Management, LLC 220.12%0.12%0.12%Q1 2021Q2 20212
FAS Wealth Partners, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
NEW ENGLAND SECURITIES CORP /MA/ 220.01%0.01%0.01%Q3 2014Q4 20142
WMS Partners, LLC 220.14%0.14%0.14%Q4 2015Q1 20162
Phoenix Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Perella Weinberg Partners Capital Management LP 220.08%0.09%0.09%Q1 2019Q2 20192
Intersect Capital LLC 220.00%0.00%0.00%Q4 2014Q1 20152
ZWJ INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q1 2017Q1 20212
Parkside Advisors LLC 220.23%0.23%0.23%Q3 2015Q4 20152
TRILLIUM ASSET MANAGEMENT, LLC 220.01%0.02%0.04%Q3 2014Q4 20142
Matterhorn Capital Management, LLC 220.85%0.88%0.92%Q2 2016Q3 20162
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q4 20212
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
UNION SAVINGS BANK 220.32%0.33%0.33%Q2 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.22%0.23%0.23%Q1 2021Q2 20212
S.A. Mason LLC 220.06%0.06%0.06%Q4 2019Q1 20202
Allegiant Private Advisors, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
KCM INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2020Q1 20232
STANCORP INVESTMENT ADVISERS INC 220.02%0.02%0.02%Q4 2014Q1 20152
Dunhill Financial, LLC 221.27%1.31%1.34%Q2 2023Q3 20232
WealthPLAN Partners, LLC 110.00%0.05%0.09%Q3 2016Q2 20172
CMH Wealth Management LLC 223.88%3.95%4.02%Q2 2018Q3 20182
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 225.68%6.17%6.66%Q4 2013Q1 20142
GoalVest Advisory LLC 220.02%0.02%0.02%Q3 2023Q4 20232
One Day In July LLC 220.15%0.24%0.34%Q2 2023Q3 20232
TCG Advisors, LP 220.05%0.05%0.06%Q1 2019Q2 20192
TRUST DEPARTMENT MB FINANCIAL BANK N A 221.06%1.12%1.18%Q4 2018Q1 20192
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q3 20152
Paragon Capital Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
VORPAL, LLC 221.90%2.36%2.82%Q1 2021Q2 20212
G2 CAPITAL MANAGEMENT, LLC / OH 220.09%0.10%0.10%Q4 2021Q1 20222
Ranch Capital Advisors Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
AGRAN LIBBIE 220.46%0.47%0.48%Q1 2014Q2 20142
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q3 2021Q4 20212
OPPENHEIMER ASSET MANAGEMENT INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
Invst, LLC 220.10%0.10%0.10%Q3 2019Q4 20192
Fermata Advisors, LLC 110.06%0.09%0.12%Q3 2022Q3 20232
VANGUARD GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
Auour Investments LLC 220.13%0.13%0.13%Q2 2023Q3 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
BBVA USA 220.08%0.09%0.10%Q2 2021Q3 20212
Kalos Management, Inc. 110.01%0.04%0.08%Q4 2015Q1 20212
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q3 20182
D L CARLSON INVESTMENT GROUP INC 220.09%0.09%0.10%Q3 2019Q4 20192
Ergoteles LLC 110.03%0.04%0.04%Q2 2021Q2 20222
PITTENGER & ANDERSON INC 110.00%0.00%0.01%Q4 2021Q3 20232
TRAN CAPITAL MANAGEMENT, L.P. 110.03%0.06%0.08%Q4 2015Q4 20162
AFT, FORSYTH & COMPANY, INC. 220.00%0.00%0.00%Q2 2013Q3 20132
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
Holistic Financial Partners 220.05%0.05%0.05%Q4 2017Q1 20182
First City Capital Management, Inc. 220.15%0.15%0.15%Q2 2018Q3 20182
SILVERLAKE WEALTH MANAGEMENT LLC 220.12%0.14%0.16%Q4 2021Q1 20222
TRUST CO OF VERMONT 220.00%0.00%0.00%Q4 2020Q1 20212
PRICE T ROWE ASSOCIATES INC /MD/ 220.00%0.00%0.00%Q4 2021Q1 20222
CYPRESS CAPITAL MANAGEMENT LLC 220.04%0.04%0.04%Q3 2020Q4 20202
STIFEL NICOLAUS & CO INC \MO\ 220.58%0.65%0.72%Q2 2013Q3 20132
ROCKEFELLER FINANCIAL SERVICES INC 220.04%0.09%0.15%Q3 2013Q4 20132
FDx Advisors, Inc. 220.01%0.18%0.36%Q4 2015Q1 20162
TimeScale Financial, Inc. 220.04%0.04%0.04%Q2 2021Q3 20212
Sandy Cove Advisors, LLC 220.08%0.09%0.09%Q4 2021Q1 20222
NISA INVESTMENT ADVISORS, LLC 220.07%0.07%0.07%Q4 2018Q1 20192
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.14%0.23%0.33%Q4 2013Q4 20222
Verity Asset Management, Inc. 220.22%0.24%0.25%Q4 2014Q1 20152
BROWN WEALTH MANAGEMENT, LLC 220.25%0.26%0.28%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.01%0.01%Q4 2021Q4 20222
F3Logic, LLC 220.15%0.23%0.30%Q1 2018Q2 20182
ML & R WEALTH MANAGEMENT LLC 220.09%0.09%0.09%Q4 2021Q1 20222
RWA WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Apollon Wealth Management, LLC 110.01%0.01%0.02%Q2 2020Q1 20232
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Versant Capital Management, Inc 220.06%0.07%0.07%Q3 2023Q4 20232
Ten Capital Wealth Advisors, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
CHURCHILL MANAGEMENT Corp 220.26%0.28%0.29%Q2 2023Q3 20232
Mader & Shannon Wealth Management, Inc. 115.72%9.28%12.85%Q2 2016Q1 20172
Geier Asset Management, Inc. 220.14%0.15%0.15%Q1 2021Q2 20212
PATTEN & PATTEN INC/TN 220.11%0.12%0.13%Q4 2013Q1 20142
TITLEIST CAPITAL, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
CAPE ANN SAVINGS BANK 110.12%0.21%0.30%Q4 2016Q4 20212
Beck Bode, LLC 110.02%0.02%0.02%Q3 2020Q2 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
ALTA CAPITAL MANAGEMENT LLC/ 110.02%0.04%0.06%Q4 2018Q4 20222
ROCKLAND TRUST CO 220.02%0.02%0.02%Q4 2020Q1 20212
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q4 20222
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q3 2015Q4 20152
ProVise Management Group, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
FIRST FOUNDATION ADVISORS 110.10%0.10%0.10%Q1 2015Q1 20151
INVESTMENT PARTNERS, LTD. 110.12%0.12%0.12%Q3 2022Q3 20221
Thomas J. Herzfeld Advisors, Inc. 110.07%0.07%0.07%Q4 2018Q4 20181
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Well Done, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Principle Wealth Partners LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Oxler Private Wealth LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
REFRAME WEALTH, LLC 115.52%5.52%5.52%Q4 2022Q4 20221
LEO BROKERAGE, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Csenge Advisory Group 110.03%0.03%0.03%Q4 2022Q4 20221
Alliance Wealth Management Group 110.09%0.09%0.09%Q3 2017Q3 20171
AMERICAN CAPITAL MANAGEMENT INC 110.07%0.07%0.07%Q4 2018Q4 20181
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2017Q4 20171
Strategic Wealth Partners, Ltd. 110.04%0.04%0.04%Q4 2021Q4 20211
Advisors Capital Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
NatWest Group plc 110.02%0.02%0.02%Q2 2013Q2 20131
Caerus Investment Advisors, LLC 110.30%0.30%0.30%Q2 2022Q2 20221
Keeley-Teton Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Bridgeworth, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
CAMDEN NATIONAL CORP 110.07%0.07%0.07%Q1 2021Q1 20211
Everhart Financial Group, Inc. 111.64%1.64%1.64%Q4 2022Q4 20221
Israel Discount Bank of New York 110.01%0.01%0.01%Q3 2017Q3 20171
SOCIETE GENERALE 110.05%0.05%0.05%Q2 2016Q2 20161
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Legacy Wealth Management, Inc 110.01%0.01%0.01%Q4 2016Q4 20161
McIlrath & Eck, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Strategic Advocates LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Voya Financial Advisors, Inc. 110.09%0.09%0.09%Q4 2015Q4 20151
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
HORIZON FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Windsor Wealth Management, Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
Bordeaux Wealth Advisors LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Strategic Blueprint, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Vanguard Personalized Indexing Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
tru Independence LLC 110.12%0.12%0.12%Q1 2021Q1 20211
FIRST FINANCIAL EQUITY CORPORATION 110.04%0.04%0.04%Q1 2017Q1 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Bensler, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
McKinley Carter Wealth Services, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.47%0.47%0.47%Q3 2018Q3 20181
DCM Advisors, LLC 110.18%0.18%0.18%Q3 2022Q3 20221
University of Pittsburgh - Of the Commonwealth System of Higher Education 1146.86%46.86%46.86%Q4 2022Q4 20221
GREENLEAF TRUST 110.01%0.01%0.01%Q2 2018Q2 20181
CRA Financial Services, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
KING INVESTMENT ADVISORS INC/TX 110.09%0.09%0.09%Q3 2013Q3 20131
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
CarsonAllaria Wealth Management, Ltd. 110.02%0.02%0.02%Q2 2023Q2 20231
Fort Point Capital Partners LLC 110.25%0.25%0.25%Q3 2016Q3 20161
Kohmann Bosshard Financial Services, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Guardian Wealth Advisors, LLC 110.14%0.14%0.14%Q1 2021Q1 20211
Lakeshore Financial Planning, Inc. 111.42%1.42%1.42%Q3 2023Q3 20231
Jefferies Group LLC 110.25%0.25%0.25%Q1 2018Q1 20181
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TIEDEMANN TRUST CO 110.46%0.46%0.46%Q2 2015Q2 20151
TIAA TRUST, NATIONAL ASSOCIATION 110.14%0.14%0.14%Q3 2023Q3 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Oak Point Wealth Management 110.72%0.72%0.72%Q4 2017Q4 20171
Avidian Wealth Solutions, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
OAK HARBOR WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Verdence Capital Advisors LLC 110.16%0.16%0.16%Q4 2017Q4 20171
Divergent Wealth Advisors 110.33%0.33%0.33%Q4 2018Q4 20181
1620 INVESTMENT ADVISORS, INC. 112.77%2.77%2.77%Q2 2023Q2 20231
American Financial Network Advisory Services LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Keel Point Advisors, LLC 110.50%0.50%0.50%Q4 2014Q4 20141
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Signator Financial Services, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Salomon & Ludwin, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Austin Private Wealth, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Golden State Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Kore Private Wealth LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Granite Bay Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BURKE & HERBERT BANK & TRUST CO 110.37%0.37%0.37%Q2 2013Q2 20131
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
JFG Wealth Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
MV CAPITAL MANAGEMENT, INC. 110.10%0.10%0.10%Q4 2018Q4 20181
STAPP WEALTH MANAGEMENT, PLLC 110.11%0.11%0.11%Q3 2022Q3 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Clear Creek Financial Management, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
MEITAV INVESTMENT HOUSE LTD 110.01%0.01%0.01%Q2 2023Q2 20231
Frisch Financial Group, Inc. 110.07%0.07%0.07%Q1 2022Q1 20221
Allen Mooney & Barnes Investment Advisors LLC 110.44%0.44%0.44%Q3 2023Q3 20231
FIRST BUSINESS FINANCIAL SERVICES, INC. 113.63%3.63%3.63%Q4 2015Q4 20151
Blue Barn Wealth, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Morningstar Investment Services LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Bedel Financial Consulting, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
NICHOLAS COMPANY, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Advisor Resource Council 110.02%0.02%0.02%Q4 2021Q4 20211
CAMBRIDGE TRUST CO 110.02%0.02%0.02%Q4 2021Q4 20211
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KCS Wealth Advisory 110.02%0.02%0.02%Q3 2019Q3 20191
Western Wealth Management, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Wellesley Investment Partners, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Shilanski & Associates, Inc. 111.04%1.04%1.04%Q3 2022Q3 20221
Advisor OS, LLC 111.67%1.67%1.67%Q2 2020Q2 20201
MADISON INVESTMENT HOLDINGS INC 110.02%0.02%0.02%Q3 2019Q3 20191
Shepherd Financial Partners LLC 110.04%0.04%0.04%Q2 2019Q2 20191
American Financial Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q1 2022Q1 20221
Richwood Investment Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
STOCK YARDS BANK & TRUST CO 110.03%0.03%0.03%Q3 2023Q3 20231
YOUSIF CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Stephens Consulting, LLC 110.42%0.42%0.42%Q3 2022Q3 20221
Crosspoint Capital Strategies, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Aveo Capital Partners, LLC 110.79%0.79%0.79%Q4 2016Q4 20161
Empirical Finance, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q4 2021Q4 20211
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q4 2018Q4 20181
HERSHEY TRUST CO 110.11%0.11%0.11%Q1 2020Q1 20201
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q2 2018Q2 20181
Independent Advisor Alliance 110.04%0.04%0.04%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Harvest Investment Services, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Corient Capital Partners, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
SBK Financial, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
CRAMER ROSENTHAL MCGLYNN LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Winch Advisory Services, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Wealth Management Solutions, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Miramar Fiduciary Corp 110.99%0.99%0.99%Q4 2018Q4 20181
Americana Partners, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
MATHER GROUP, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Aperio Group, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
RED CEDAR INVESTMENT MANAGEMENT, LLC 110.63%0.63%0.63%Q3 2020Q3 20201
MAIRS & POWER INC 110.00%0.00%0.00%Q4 2022Q4 20221
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
DRW Securities, LLC 110.15%0.15%0.15%Q4 2013Q4 20131
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.63%0.63%0.63%Q4 2015Q4 20151
CULLEN/FROST BANKERS, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
BAILARD, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2013Q1 20131
DAVENPORT & Co LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Naviter Wealth, LLC 111.74%1.74%1.74%Q4 2022Q4 20221
Commonwealth Financial Services, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 1112.92%12.92%12.92%Q4 2016Q4 20161
McElhenny Sheffield Capital Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Signature Financial Management, Inc. 110.32%0.32%0.32%Q4 2014Q4 20141
RAYNER & HAYNOR 110.23%0.23%0.23%Q4 2013Q4 20131
SAXON INTERESTS, INC. 111.18%1.18%1.18%Q2 2023Q2 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
River Wealth Advisors LLC 110.01%0.01%0.01%Q2 2018Q2 20181
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q4 2022Q4 20221
Hamilton Capital, LLC 110.09%0.09%0.09%Q4 2017Q4 20171
ARROW FINANCIAL CORP 110.01%0.01%0.01%Q4 2018Q4 20181
Parcion Private Wealth LLC 110.08%0.08%0.08%Q3 2023Q3 20231
AMARILLO NATIONAL BANK 110.05%0.05%0.05%Q3 2022Q3 20221
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2018Q1 20181
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
FNY Investment Advisers, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
RETIREMENT CAPITAL STRATEGIES 110.39%0.39%0.39%Q4 2021Q4 20211
FIRST TRUST ADVISORS LP 110.01%0.01%0.01%Q4 2014Q4 20141
HHG & Company, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
NewDay Solutions, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Horizon Kinetics 110.06%0.06%0.06%Q4 2015Q4 20151
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
RIVERBRIDGE PARTNERS LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SCHAFER CULLEN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2018Q4 20181
Vista Private Wealth Partners. LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Koshinski Asset Management, Inc. 110.31%0.31%0.31%Q4 2018Q4 20181
Dynasty Wealth Management, LLC 110.54%0.54%0.54%Q4 2017Q4 20171
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2018Q4 20181
Verus Financial Partners, Inc. 110.45%0.45%0.45%Q3 2020Q3 20201
Samalin Investment Counsel, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
Zions Bancorporation 110.20%0.20%0.20%Q2 2015Q2 20151
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Faithward Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
BANK OF HAWAII 110.04%0.04%0.04%Q2 2023Q2 20231
Principal Street Partners, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
External links

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