ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2150.00%0.00%0.01%Q2 2013Q3 202375
HUNTINGTON NATIONAL BANK 3660.00%0.01%0.06%Q1 2009Q3 202356
MUFG Americas Holdings Corp 48480.06%0.15%0.23%Q4 2010Q3 202248
First Horizon Advisors, Inc. 4420.04%0.53%12.04%Q1 2012Q3 202346
Rehmann Capital Advisory Group 30150.01%1.21%2.44%Q1 2012Q3 202345
GOLDMAN SACHS GROUP INC 3440.00%0.00%0.01%Q1 2012Q3 202345
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202344
Capital Analysts, LLC 44440.06%0.71%2.40%Q4 2012Q3 202344
Tortoise Investment Management, LLC 44440.01%0.02%0.02%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.06%0.14%0.23%Q4 2012Q3 202344
BAR HARBOR WEALTH MANAGEMENT 43430.02%0.08%0.16%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.04%0.09%0.18%Q1 2013Q3 202343
Goelzer Investment Management, Inc. 43430.10%0.33%0.53%Q1 2013Q3 202343
WHITTIER TRUST CO OF NEVADA INC 42420.08%0.12%0.22%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.19%0.30%0.41%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.04%0.05%0.06%Q2 2013Q3 202342
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42420.43%0.79%1.72%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
SPC Financial, Inc. 42421.66%2.35%3.29%Q2 2013Q3 202342
Harbour Capital Advisors, LLC 2280.16%0.24%0.47%Q1 2013Q4 202342
D.A. DAVIDSON & CO. 42420.26%0.58%1.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.17%0.37%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.01%0.04%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.03%0.04%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.02%0.10%0.26%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.08%0.10%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.29%1.28%2.87%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.05%0.42%1.08%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.03%0.16%0.54%Q2 2013Q3 202342
GREENLEAF TRUST 42420.03%0.10%0.17%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%1.56%4.85%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.18%0.25%0.32%Q2 2013Q3 202342
Evensky & Katz LLC 42424.79%7.25%10.57%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.03%0.07%0.11%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.02%0.05%0.15%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.24%2.17%6.36%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.06%0.27%0.56%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.01%0.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.01%0.01%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.07%0.14%0.40%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.03%0.04%Q2 2013Q3 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42420.32%1.20%2.34%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.11%0.27%0.42%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.02%0.04%0.10%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.01%Q2 2013Q3 202342
Bangor Savings Bank 42420.13%0.25%0.51%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.05%0.24%0.75%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.04%0.07%0.15%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42420.97%3.45%6.15%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.07%0.22%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42422.24%2.82%3.91%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.07%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.16%0.62%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.02%0.04%0.07%Q2 2013Q3 202342
JNBA Financial Advisors 42420.01%0.96%1.86%Q2 2013Q3 202342
Asset Management Group, Inc. 42421.91%2.87%4.28%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.01%0.08%0.28%Q2 2013Q3 202342
Sandy Spring Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
MOTCO 42420.01%0.02%0.04%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.68%2.11%4.35%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.01%0.12%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.52%1.17%2.16%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.04%0.14%0.24%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.05%0.09%0.13%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 27140.00%0.01%0.06%Q2 2013Q3 202341
COURIER CAPITAL LLC 24171.04%1.42%2.23%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.01%0.01%0.02%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.04%0.10%Q3 2013Q3 202341
M&T BANK CORP 26150.03%0.09%0.21%Q2 2013Q3 202341
Bragg Financial Advisors, Inc 41410.07%0.13%0.21%Q3 2013Q3 202341
BOKF, NA 3290.49%0.79%1.39%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 22190.03%0.14%0.50%Q2 2013Q3 202341
SouthState Corp 41410.03%0.05%0.09%Q3 2013Q3 202341
KCM INVESTMENT ADVISORS LLC 3830.01%0.03%0.05%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.02%0.04%0.09%Q2 2013Q3 202341
King Wealth Management Group 27140.06%2.38%3.80%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.08%0.22%0.51%Q2 2013Q3 202341
ASSOCIATED BANC-CORP 41410.04%0.09%0.18%Q3 2013Q3 202341
Creative Planning 3380.00%0.01%0.04%Q2 2013Q3 202341
Cetera Advisors LLC 31100.01%0.05%0.14%Q2 2013Q3 202341
Perkins Coie Trust Co 40400.00%0.02%0.09%Q4 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.74%1.00%1.19%Q4 2013Q3 202340
Private Ocean, LLC 40400.11%0.39%0.68%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.03%0.09%0.19%Q4 2013Q3 202340
Capital Investment Advisors, LLC 3820.01%0.02%0.04%Q4 2013Q4 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.02%0.07%Q4 2013Q4 202340
Blue Edge Capital, LLC 40401.34%2.64%4.81%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.15%0.60%0.93%Q4 2013Q3 202340
Financial Planning & Information Services, Inc. 40400.28%1.04%2.47%Q4 2013Q3 202340
Kistler-Tiffany Companies, LLC 3370.01%0.04%0.09%Q2 2013Q2 202340
CITY HOLDING CO 40400.01%0.03%0.06%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40401.95%3.02%3.94%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40401.03%2.24%4.43%Q4 2013Q3 202340
Smithfield Trust Co 3190.01%0.01%0.02%Q2 2013Q3 202340
Johnson Financial Group, Inc. 40400.00%0.08%0.23%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.01%0.09%0.26%Q1 2014Q3 202339
ARGI Investment Services, LLC 39390.02%0.04%0.07%Q2 2013Q4 202239
Advisory Services Network, LLC 27120.02%0.16%0.54%Q4 2013Q3 202339
STEPHENS INC /AR/ 39390.01%0.12%0.19%Q1 2014Q3 202339
One Capital Management, LLC 39390.02%0.30%2.56%Q1 2014Q3 202339
Plante Moran Financial Advisors, LLC 3720.00%0.01%0.05%Q2 2013Q3 202339
Rex Capital Advisors, LLC 39397.88%15.74%18.82%Q2 2013Q4 202239
GOFEN & GLOSSBERG LLC /IL/ 39390.06%0.08%0.10%Q2 2013Q4 202239
SIGNATUREFD, LLC 2310.00%0.01%0.07%Q2 2013Q3 202338
UBS Group AG 36360.00%0.05%0.10%Q4 2014Q3 202338
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 25120.05%0.08%0.11%Q4 2013Q3 202337
Montecito Bank & Trust 3110.09%0.19%0.87%Q2 2014Q4 202337
COMMERCE BANK 3610.00%0.01%0.02%Q2 2014Q3 202337
CIBC WORLD MARKET INC. 3610.00%0.01%0.02%Q2 2014Q3 202337
Betterment LLC 36360.01%0.03%0.11%Q4 2014Q3 202336
Family Firm, Inc. 36360.56%0.63%0.73%Q4 2014Q3 202336
Neumann Capital Management, LLC 36360.99%1.20%1.41%Q4 2014Q3 202336
MAI Capital Management 36360.53%0.81%1.22%Q4 2014Q3 202336
MONETA GROUP INVESTMENT ADVISORS LLC 36360.02%0.52%1.08%Q4 2014Q3 202336
SNS Financial Group, LLC 3060.11%0.35%0.54%Q4 2013Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.81%1.84%2.86%Q2 2013Q1 202236
Capital Directions Investment Advisors, LLC 2820.00%0.03%0.05%Q2 2013Q4 202236
ETF Portfolio Partners, Inc. 36363.88%4.85%5.76%Q4 2014Q3 202336
WEALTHCARE CAPITAL MANAGEMENT LLC 3510.02%0.04%0.05%Q2 2013Q2 202336
PALLADIUM PARTNERS LLC 36360.93%2.09%2.56%Q2 2013Q1 202236
OLD SECOND NATIONAL BANK OF AURORA 36360.00%0.01%0.01%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.96%1.75%2.66%Q4 2014Q3 202336
COLONY GROUP LLC 36360.00%0.09%0.51%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.03%0.06%0.11%Q4 2014Q3 202336
Mariner, LLC 36360.01%0.05%0.08%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.11%0.18%0.24%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.04%0.06%0.10%Q4 2014Q3 202336
Sigma Planning Corp 36360.06%0.20%0.42%Q4 2014Q3 202336
River Wealth Advisors LLC 35350.60%1.84%3.72%Q1 2015Q3 202335
REGENTATLANTIC CAPITAL LLC 35350.03%0.06%0.09%Q2 2013Q4 202135
Ironwood Financial, llc 3140.01%0.57%1.54%Q4 2014Q3 202335
AMERICAN NATIONAL BANK 2870.01%0.01%0.04%Q3 2014Q3 202335
CULLEN/FROST BANKERS, INC. 35350.01%0.34%0.86%Q1 2015Q3 202335
MV CAPITAL MANAGEMENT, INC. 22120.00%0.49%1.18%Q4 2014Q3 202334
Alexandria Capital, LLC 34340.06%0.15%0.35%Q2 2013Q3 202134
NATIXIS ADVISORS, L.P. 2950.01%0.25%0.70%Q2 2013Q3 202334
Evercore Wealth Management, LLC 1660.00%0.02%0.04%Q2 2013Q3 202334
FIRST NATIONAL BANK OF OMAHA 34340.02%0.02%0.09%Q2 2014Q3 202234
Baird Financial Group, Inc. 34340.06%0.09%0.12%Q2 2015Q3 202334
Zhang Financial LLC 22120.02%0.11%0.16%Q2 2014Q3 202334
SIGMA INVESTMENT COUNSELORS INC 2110.02%0.04%0.05%Q4 2014Q3 202334
SECURITY NATIONAL TRUST CO 34340.42%0.71%1.15%Q2 2013Q3 202134
ASSETMARK, INC 23110.00%0.04%0.70%Q3 2013Q3 202334
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.07%0.12%Q2 2013Q2 202133
Parkside Financial Bank & Trust 33330.00%0.03%0.08%Q3 2015Q3 202333
CENTRAL TRUST Co 2850.00%0.00%0.00%Q2 2013Q3 202333
Endurance Wealth Management, Inc. 33330.02%0.04%0.06%Q2 2015Q2 202333
Gemmer Asset Management LLC 33330.01%0.03%0.09%Q1 2014Q1 202233
Edmonds Duncan Registered Investment Advisors, LLC 32320.28%1.22%3.06%Q4 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.05%0.06%0.08%Q4 2015Q3 202332
DUBUQUE BANK & TRUST CO 2710.00%0.04%0.08%Q1 2015Q3 202332
Thomasville National Bank 2710.02%0.10%0.32%Q1 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
PACIFIC FINANCIAL GROUP INC 2010.08%0.67%1.23%Q2 2013Q3 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.29%0.64%1.34%Q4 2015Q3 202332
FRG Family Wealth Advisors LLC 32320.06%0.09%0.16%Q4 2015Q3 202332
UMB Bank, n.a. 32320.04%0.05%0.08%Q4 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.00%0.02%0.03%Q4 2015Q3 202332
MERIDIAN INVESTMENT COUNSEL INC. 32320.21%0.26%0.30%Q4 2015Q3 202332
Asset Dedication, LLC 2650.48%1.69%3.66%Q4 2015Q3 202331
Tower Research Capital LLC (TRC) 810.00%0.13%0.41%Q2 2013Q3 202331
Pure Financial Advisors, LLC 2290.05%0.41%1.02%Q3 2015Q4 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.11%Q1 2016Q3 202331
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 31310.03%0.04%0.04%Q1 2016Q3 202331
IFP Advisors, Inc 17140.01%0.11%0.27%Q4 2015Q3 202331
Cutler Group LLC / CA 710.00%0.00%0.06%Q4 2015Q2 202330
TOMPKINS FINANCIAL CORP 20100.00%0.00%0.01%Q2 2016Q4 202330
FIRST CITIZENS BANK & TRUST CO 30300.02%0.20%0.54%Q2 2016Q3 202330
QUANTUM CAPITAL MANAGEMENT 30300.03%0.09%0.25%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.03%0.28%0.64%Q2 2013Q3 202030
COLDSTREAM CAPITAL MANAGEMENT INC 2640.04%0.10%0.22%Q1 2016Q3 202330
WASHINGTON TRUST BANK 1510.00%0.03%0.06%Q2 2015Q3 202330
CAPTRUST FINANCIAL ADVISORS 2610.00%0.01%0.04%Q1 2014Q3 202330
Oakworth Capital, Inc. 30300.00%0.01%0.03%Q2 2016Q3 202330
BURKE & HERBERT BANK & TRUST CO 30300.26%0.34%0.45%Q2 2016Q3 202330
Baker Avenue Asset Management, LP 2330.01%0.05%0.53%Q2 2013Q3 202330
NEXT Financial Group, Inc 30300.01%0.07%0.15%Q3 2014Q4 202130
Wealthcare Advisory Partners LLC 30300.02%0.06%0.09%Q2 2016Q3 202330
People's United Financial, Inc. 17120.00%0.43%2.51%Q2 2013Q1 202229
Citizens Business Bank 29290.05%0.46%1.04%Q4 2012Q4 201929
Prospera Financial Services Inc 1810.01%0.07%0.22%Q2 2013Q3 202329
NWAM LLC 17120.02%0.12%0.25%Q2 2016Q3 202329
Cornerstone Wealth Management, LLC 2510.03%0.07%0.33%Q1 2016Q3 202329
MONEYWISE, INC. 29290.17%0.26%0.37%Q3 2016Q3 202329
JANE STREET GROUP, LLC 1810.00%0.01%0.06%Q1 2014Q2 202329
KAYS FINANCIAL ADVISORY CORP /ADV 28280.07%2.21%4.54%Q4 2013Q3 202028
WEALTHSOURCE PARTNERS, LLC 1990.02%0.25%2.04%Q1 2016Q3 202328
CWM, LLC 2080.00%0.01%0.20%Q3 2016Q3 202328
INTRUST BANK NA 2710.04%0.93%2.37%Q2 2013Q2 202028
Merriman Wealth Management, LLC 1430.12%1.12%2.18%Q2 2013Q3 202328
OPPENHEIMER & CO INC 1110.01%0.03%0.10%Q2 2013Q3 202328
Almanack Investment Partners, LLC. 28280.20%0.47%1.33%Q4 2016Q3 202328
CADENCE BANK NA 2080.19%0.33%0.50%Q2 2013Q2 202228
Ullmann Wealth Partners Group, LLC 28281.49%4.79%7.93%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.03%0.04%0.06%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.03%0.09%0.30%Q4 2016Q3 202328
SOL Capital Management CO 27270.06%0.58%0.88%Q1 2017Q3 202327
Norway Savings Bank 2611.11%2.37%3.40%Q4 2016Q3 202327
Private Wealth Advisors, Inc. 27270.26%0.33%0.45%Q2 2013Q4 201927
Asset Planning Services, Ltd. 27270.11%0.19%0.25%Q2 2015Q4 202127
Steward Partners Investment Advisory, LLC 27270.16%0.26%0.50%Q1 2017Q3 202327
MATHER GROUP, LLC. 1710.00%0.05%0.10%Q4 2013Q2 202327
Whitnell & Co. 27270.00%0.03%0.20%Q2 2013Q4 201927
Flaharty Asset Management, LLC 27270.20%3.40%6.28%Q1 2017Q3 202327
Cornerstone Advisory, LLC 27270.22%0.30%0.52%Q1 2017Q3 202327
JAMES INVESTMENT RESEARCH INC 27270.01%0.01%0.02%Q2 2013Q4 201927
LVZ, Inc. 2160.25%5.13%12.90%Q4 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.06%0.28%0.52%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.01%0.06%0.36%Q4 2016Q3 202327
Lido Advisors, LLC 27270.13%0.27%0.51%Q1 2017Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.00%0.00%0.00%Q4 2015Q3 202327
MML INVESTORS SERVICES, LLC 26260.03%0.05%0.12%Q2 2017Q3 202326
First Heartland Consultants, Inc. 1120.09%0.57%2.12%Q2 2013Q3 202326
Perigon Wealth Management, LLC 1210.01%0.05%0.19%Q3 2011Q3 202326
AFT, FORSYTH & COMPANY, INC. 2420.64%0.89%1.17%Q2 2013Q3 202326
OneDigital Investment Advisors LLC 26260.01%0.03%0.05%Q2 2017Q3 202326
AXA S.A. 26260.12%0.22%0.27%Q2 2013Q3 201926
Chicago Partners Investment Group LLC 26260.02%0.10%0.20%Q2 2017Q3 202326
Capital Investment Advisory Services, LLC 26260.01%0.38%1.76%Q2 2017Q3 202326
AMG National Trust Bank 14120.01%0.03%0.05%Q1 2017Q3 202326
TCI Wealth Advisors, Inc. 2410.00%0.03%0.20%Q4 2012Q1 202326
BB&T SECURITIES, LLC 26260.01%0.01%0.08%Q2 2013Q3 201926
QUADRANT CAPITAL GROUP LLC 1450.00%0.04%0.10%Q2 2015Q3 202326
CONFLUENCE INVESTMENT MANAGEMENT LLC 26260.08%0.40%0.95%Q3 2013Q4 201926
MCF Advisors LLC 2410.00%0.00%0.01%Q4 2011Q4 201925
GRIFFIN ASSET MANAGEMENT, INC. 25250.06%0.08%0.10%Q3 2017Q3 202325
ALLIANCEBERNSTEIN L.P. 1110.00%0.00%0.00%Q1 2015Q3 202325
Spectrum Management Group, LLC 2230.01%0.05%0.10%Q3 2015Q3 202225
Matthew Goff Investment Advisor, LLC 25250.12%0.26%0.40%Q3 2017Q3 202325
North Star Investment Management Corp. 15100.00%0.00%0.01%Q1 2014Q3 202325
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 25250.11%0.14%0.15%Q3 2017Q3 202325
BROWN ADVISORY INC 1010.00%0.00%0.00%Q2 2013Q3 202325
Hilltop Holdings Inc. 1240.03%0.04%0.07%Q3 2016Q3 202325
BDO Wealth Advisors, LLC 25250.10%0.18%0.40%Q2 2017Q2 202325
Confluence Wealth Management LLC 2410.70%1.05%2.30%Q1 2014Q3 202025
DUNCKER STREETT & CO INC 25250.00%0.01%0.01%Q2 2013Q2 201925
Marquette Asset Management, LLC 25250.34%0.38%0.44%Q3 2013Q3 201925
PEAPACK GLADSTONE FINANCIAL CORP 1510.00%0.01%0.02%Q1 2015Q3 202325
Financial Architects, Inc 1820.01%0.01%0.02%Q2 2013Q2 202025
COBIZ WEALTH, LLC 25250.21%0.37%0.44%Q2 2013Q2 201925
USCA RIA LLC 25250.02%0.16%0.37%Q2 2015Q2 202125
THOMPSON SIEGEL & WALMSLEY LLC 1020.00%0.01%0.07%Q4 2016Q3 202324
Stordahl Capital Management, Inc. 24240.52%0.72%0.89%Q4 2017Q3 202324
Broadview Financial Management, LLC 24243.22%3.69%4.27%Q4 2017Q3 202324
FIRST MIDWEST BANK TRUST DIVISION 24240.04%0.85%2.17%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.10%0.20%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.13%0.25%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.21%0.25%0.29%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.34%0.77%1.93%Q4 2017Q3 202324
Allworth Financial LP 1010.00%0.15%0.87%Q1 2015Q3 202324
Independence Bank of Kentucky 24240.00%0.09%0.26%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.12%0.18%0.20%Q4 2015Q3 202124
WESBANCO BANK INC 13110.01%0.01%0.02%Q3 2017Q3 202324
Centerpoint Advisors, LLC 24241.68%5.25%17.58%Q4 2017Q3 202324
FMA ADVISORY INC 1510.93%1.75%2.76%Q2 2013Q1 202124
Lutz Financial Services LLC 24241.42%2.35%4.28%Q4 2017Q3 202324
CREDIT SUISSE AG/ 710.00%0.00%0.01%Q1 2013Q3 202024
Hudson Capital Management LLC 24240.24%2.26%3.88%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.29%0.34%0.43%Q4 2017Q3 202324
Arete Wealth Advisors, LLC 1320.02%0.23%0.54%Q2 2014Q2 202324
Nikulski Financial, Inc. 24241.10%1.79%3.29%Q4 2017Q3 202324
CIBC Private Wealth Group, LLC 13110.00%0.00%0.00%Q3 2017Q3 202324
Financial Partners Group, Inc 24240.14%0.45%1.08%Q4 2017Q3 202324
Front Row Advisors LLC 24240.06%0.09%0.14%Q4 2017Q3 202324
IHT Wealth Management, LLC 12110.00%0.04%0.17%Q2 2017Q3 202323
First Command Bank 1760.01%0.11%0.45%Q3 2017Q2 202323
ADVISORS MANAGEMENT GROUP INC /ADV 1240.08%0.10%0.13%Q1 2017Q3 202323
BUCKINGHAM STRATEGIC WEALTH, LLC 23230.03%0.06%0.14%Q1 2018Q3 202323
First Command Financial Services, Inc. 1760.00%0.12%0.48%Q3 2017Q2 202323
Edelman Financial Services, LLC 23230.00%1.30%1.53%Q2 2013Q4 201823
SEGALL BRYANT & HAMILL, LLC 1940.00%0.01%0.01%Q1 2017Q4 202223
THOMPSON INVESTMENT MANAGEMENT, INC. 23230.08%0.11%0.14%Q1 2018Q3 202323
PETTYJOHN, WOOD & WHITE, INC 23230.07%0.09%0.14%Q1 2018Q3 202323
CENTRAL BANK & TRUST CO 2030.00%0.01%0.02%Q2 2015Q3 202323
Financial Advocates Investment Management 2210.02%0.09%0.13%Q4 2017Q3 202323
Hudock, Inc. 1760.00%0.03%0.44%Q1 2016Q3 202223
Kingsview Wealth Management, LLC 1250.04%0.15%0.39%Q1 2017Q3 202323
HL FINANCIAL SERVICES LLC 1850.02%0.05%0.09%Q2 2013Q1 201923
LINCOLN NATIONAL CORP 2030.02%0.05%0.11%Q4 2017Q3 202323
APPLETON PARTNERS INC/MA 1410.02%0.04%0.10%Q1 2017Q4 202322
Cordasco Financial Network 22220.03%0.04%0.04%Q1 2017Q2 202222
Savant Capital, LLC 2110.01%0.08%0.36%Q3 2017Q3 202322
Frontier Wealth Management LLC 22220.00%0.09%0.18%Q1 2017Q2 202222
Schneider Downs Wealth Management Advisors, LP 1520.05%0.24%0.92%Q4 2015Q3 202321
Ironsides Asset Advisors, LLC 21210.08%0.13%0.19%Q3 2018Q3 202321
LEVEL FOUR ADVISORY SERVICES, LLC 1310.01%0.06%0.16%Q4 2016Q3 202321
Members Trust Co 1420.09%1.79%5.30%Q2 2016Q3 202321
FORVIS Wealth Advisors, LLC 1210.01%0.03%0.10%Q4 2014Q3 202321
Citadel Advisors 510.00%0.00%0.00%Q1 2015Q3 202321
Valeo Financial Advisors, LLC 21210.00%0.01%0.03%Q3 2017Q3 202221
Voya Financial Advisors, Inc. 21210.01%0.06%0.43%Q1 2016Q1 202121
HANCOCK WHITNEY CORP 2010.01%0.02%0.10%Q4 2017Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Veritable, L.P. 11100.00%0.01%0.01%Q4 2012Q2 202321
Pinnacle Bancorp, Inc. 2010.64%0.89%1.33%Q1 2017Q3 202321
Hugh Johnson Advisors LLC 1310.09%0.14%0.19%Q2 2013Q2 201921
Covington Capital Management 21210.00%0.00%0.01%Q3 2017Q3 202221
Narwhal Capital Management 1210.03%0.05%0.11%Q2 2013Q3 202321
FIDUCIARY TRUST CO 1310.01%0.01%0.02%Q1 2015Q3 202321
Transform Wealth, LLC 1430.03%0.10%0.25%Q2 2016Q3 202321
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.05%0.59%1.34%Q2 2014Q2 202221
Segment Wealth Management, LLC 20200.19%0.27%0.35%Q1 2015Q4 201920
Omega Financial Group, LLC 20200.55%2.11%3.13%Q4 2018Q3 202320
Crescent Grove Advisors, LLC 20200.10%0.29%1.52%Q4 2018Q3 202320
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%0.04%0.08%Q2 2017Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.15%0.28%0.41%Q4 2018Q3 202320
Ifrah Financial Services, Inc. 1111.03%1.70%4.90%Q2 2013Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.11%0.42%2.63%Q4 2014Q3 201920
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 1460.11%0.14%0.19%Q3 2018Q3 202320
Meridian Wealth Management, LLC 1310.03%0.11%0.23%Q2 2017Q3 202320
MONECO Advisors, LLC 20200.16%0.35%0.79%Q4 2018Q3 202320
FAS Wealth Partners, Inc. 1820.04%0.09%0.13%Q4 2015Q3 202320
Vantage Investment Advisors, LLC 20200.08%0.15%0.26%Q4 2013Q3 201820
Freedom Investment Management, Inc. 20200.03%0.08%0.17%Q1 2013Q4 201720
Legacy Bridge, LLC 20200.05%0.10%0.19%Q4 2018Q3 202320
PHILLIPS FINANCIAL MANAGEMENT, LLC 20200.22%0.48%1.02%Q4 2018Q3 202320
SHAKESPEARE WEALTH MANAGEMENT, INC. 20200.41%0.75%1.39%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.03%0.05%Q4 2018Q3 202320
HERITAGE INVESTORS MANAGEMENT CORP 1210.01%0.01%0.02%Q2 2015Q3 202320
Beirne Wealth Consulting Services, LLC 20200.37%0.76%1.07%Q4 2018Q3 202320
MISSION WEALTH MANAGEMENT, LP 1910.01%0.05%0.13%Q1 2018Q2 202320
Choate Investment Advisors 1310.00%0.01%0.01%Q1 2014Q3 202320
Wealthspire Advisors, L.P. 20200.02%0.12%0.24%Q4 2015Q3 202020
CIBC BANK USA 20200.01%0.04%0.06%Q2 2013Q1 201820
Founders Capital Management 1370.02%0.04%0.06%Q1 2017Q4 202320
Financial Engines Advisors L.L.C. 20200.21%0.48%1.00%Q4 2018Q3 202320
Total Wealth Planning, LLC 20200.11%0.23%0.30%Q4 2018Q3 202320
Guidance Point Advisors, LLC 20200.60%0.81%1.12%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20201.92%3.48%5.58%Q4 2018Q3 202320
Ferris Capital, LLC 20200.26%1.79%3.48%Q2 2017Q1 202220
Haverford Trust Co 1280.00%0.00%0.01%Q1 2018Q3 202320
American Portfolios Advisors 20200.03%0.10%0.26%Q4 2017Q3 202220
Ellis Investment Partners, LLC 20202.70%3.71%6.51%Q4 2018Q3 202320
AE Wealth Management LLC 1820.02%0.05%0.14%Q3 2018Q3 202320
Zions Bancorporation, N.A. 19190.00%0.00%0.01%Q1 2019Q3 202319
Evanson Asset Management, LLC 19190.09%0.12%0.15%Q4 2013Q2 201819
Rockefeller Capital Management L.P. 19190.00%0.05%0.08%Q1 2019Q3 202319
SMITH SHELLNUT WILSON LLC /ADV 19191.48%1.91%6.06%Q1 2019Q3 202319
Bremer Bank National Association 19190.07%0.22%0.56%Q1 2019Q3 202319
NATIONAL PLANNING CORP 19190.03%0.43%1.53%Q2 2013Q4 201719
DONALDSON CAPITAL MANAGEMENT, LLC 920.02%0.03%0.04%Q2 2013Q3 201819
Rikoon Group, LLC 19190.13%0.20%0.37%Q3 2016Q1 202119
CRA Financial Services, LLC 1450.08%0.12%0.19%Q4 2018Q3 202319
First National Bank of South Miami 19190.27%0.77%1.15%Q4 2018Q2 202319
Mechanics Bank Trust Department 1450.04%0.05%0.06%Q4 2018Q3 202319
SRS Capital Advisors, Inc. 1020.01%0.94%4.97%Q3 2018Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.01%0.05%Q1 2019Q3 202319
Strategic Wealth Partners Group, LLC 1090.13%0.23%0.43%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Private Capital Group, LLC 19190.04%0.18%0.25%Q4 2017Q2 202219
CHEMICAL BANK 19190.34%0.40%0.44%Q4 2014Q2 201919
TSFG, LLC 19190.02%0.03%0.04%Q1 2019Q3 202319
Ausdal Financial Partners, Inc. 1230.03%0.19%0.42%Q4 2015Q1 202219
Modera Wealth Management, LLC 1090.02%0.08%0.13%Q3 2018Q3 202319
Opes Wealth Management LLC 19190.48%0.80%1.46%Q1 2019Q3 202319
HOWE & RUSLING INC 1630.00%0.01%0.01%Q2 2013Q1 201819
SII INVESTMENTS INC/WI 19190.04%0.08%0.21%Q2 2013Q4 201719
Corundum Group, Inc. 1040.20%0.31%0.41%Q3 2017Q3 202219
KWMG, LLC 1540.00%0.04%0.07%Q2 2018Q3 202319
GREAT VALLEY ADVISOR GROUP, INC. 19190.02%0.05%0.13%Q1 2019Q3 202319
Laurel Wealth Advisors, Inc. 19190.10%0.24%1.66%Q4 2015Q2 202019
ARTHUR M. COHEN & ASSOCIATES, LLC 1010.07%0.20%0.37%Q4 2017Q3 202319
Reynders McVeigh Capital Management, LLC 19190.02%0.04%0.06%Q1 2019Q3 202319
HBK Sorce Advisory LLC 1510.01%0.13%0.24%Q1 2017Q4 202218
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1410.01%0.01%0.02%Q2 2017Q3 202318
PFG Advisors 1350.03%0.07%0.15%Q4 2018Q3 202318
Sunbelt Securities, Inc. 1220.01%0.08%0.33%Q3 2018Q3 202318
RESOURCES MANAGEMENT CORP /CT/ /ADV 1710.00%0.00%0.00%Q4 2018Q3 202318
BAILARD, INC. 1440.01%0.02%0.02%Q1 2017Q3 202318
Commonwealth Equity Services, Inc 18180.10%0.13%0.20%Q2 2013Q3 201718
Destination Wealth Management 1110.01%0.07%0.39%Q1 2013Q2 201918
WEDBUSH SECURITIES INC 1120.02%0.02%0.04%Q2 2016Q3 202318
SeaCrest Wealth Management, LLC 1110.03%0.04%0.06%Q4 2017Q3 202318
Jacobus Wealth Management, Inc. 18180.07%0.10%0.13%Q2 2013Q3 201718
BRIGHTON JONES LLC 1170.01%0.03%0.06%Q2 2018Q3 202318
OLD NATIONAL BANCORP /IN/ 930.01%0.01%0.02%Q2 2014Q1 202318
MERCER GLOBAL ADVISORS INC /ADV 18180.01%0.03%0.08%Q2 2019Q3 202318
Carroll Financial Associates, Inc. 18180.00%0.01%0.03%Q3 2017Q4 202118
Belpointe Asset Management LLC 18180.05%0.10%0.22%Q2 2019Q3 202318
Exchange Capital Management, Inc. 1080.00%0.02%0.07%Q2 2013Q3 201818
FIRST INTERSTATE BANK 18180.00%0.03%0.06%Q3 2015Q4 201918
FineMark National Bank & Trust 18180.02%0.04%0.23%Q2 2013Q3 201718
BANK OF STOCKTON 1170.12%0.80%1.42%Q1 2019Q3 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1160.00%0.00%0.00%Q4 2013Q3 201817
Ahrens Investment Partners LLC 1310.03%0.41%1.08%Q4 2016Q1 202317
SIMON QUICK ADVISORS, LLC 1210.00%0.06%0.15%Q1 2017Q3 202317
FLPUTNAM INVESTMENT MANAGEMENT CO 17170.01%0.02%0.02%Q3 2019Q3 202317
WFG Advisors, LP 17170.01%0.02%0.02%Q2 2013Q2 201717
Kalos Management, Inc. 1160.00%1.27%3.12%Q4 2015Q2 202317
Kingfisher Capital LLC 17170.06%0.23%0.35%Q3 2017Q3 202117
Ellevest, Inc. 1610.01%0.02%0.05%Q2 2019Q3 202317
BRIDGES INVESTMENT MANAGEMENT INC 1430.01%0.01%0.02%Q2 2019Q3 202317
TRUSTCORE FINANCIAL SERVICES, LLC 1210.00%0.00%0.00%Q4 2017Q4 202217
MONROE BANK & TRUST/MI 630.02%0.03%0.04%Q2 2013Q2 201817
Winfield Associates, Inc. 17170.01%0.04%0.06%Q4 2013Q4 201717
Rice Partnership, LLC 1250.01%0.01%0.02%Q2 2019Q3 202317
Atlas Brown,Inc. 910.04%0.15%0.25%Q4 2017Q3 202317
COUNTRY TRUST BANK 17170.00%0.00%0.00%Q3 2018Q3 202217
CAPSTONE ASSET MANAGEMENT CO 17170.05%0.07%0.10%Q2 2013Q2 201717
MYCIO WEALTH PARTNERS, LLC 1430.01%0.03%0.03%Q2 2013Q4 201917
GABLES CAPITAL MANAGEMENT INC. 17170.04%0.11%0.14%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.01%0.02%Q1 2018Q1 202217
Cerity Partners LLC 17170.01%0.11%0.50%Q3 2019Q3 202317
Sterling Investment Advisors, Ltd. 17170.01%0.01%0.03%Q2 2018Q2 202217
Venture Visionary Partners LLC 16160.05%0.06%0.10%Q4 2019Q3 202316
Patten Group, Inc. 1510.00%0.06%0.11%Q4 2014Q4 201816
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
STEPH & CO 16160.02%0.03%0.07%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.26%0.45%0.59%Q4 2019Q3 202316
Weil Company, Inc. 1510.06%0.19%0.22%Q3 2019Q3 202316
Equitable Holdings, Inc. 16160.27%0.57%0.98%Q4 2019Q3 202316
Pensionmark Financial Group, LLC 1210.05%2.75%9.38%Q4 2018Q3 202316
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 16160.00%0.02%0.04%Q3 2017Q2 202116
MACROVIEW INVESTMENT MANAGEMENT LLC 16160.06%0.12%0.24%Q4 2019Q3 202316
IFG Advisory, LLC 1510.04%0.20%0.55%Q3 2019Q3 202316
EPG Wealth Management LLC 16160.13%0.33%1.30%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.28%0.49%1.28%Q4 2019Q3 202316
Winslow, Evans & Crocker, Inc. 1210.00%0.00%0.00%Q3 2014Q4 202016
Harborview Advisors, LLC 16160.47%0.64%0.88%Q4 2017Q3 202116
Carmichael Hill & Associates, Inc. 16160.02%0.04%0.05%Q4 2019Q3 202316
Old North State Trust, LLC 730.03%0.06%0.09%Q3 2018Q1 202316
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1410.06%0.43%0.80%Q2 2014Q2 201916
Oldfather Financial Services, LLC 16161.74%2.04%2.53%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.18%0.24%0.37%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.05%0.09%Q4 2019Q3 202316
HM PAYSON & CO 1330.00%0.00%0.00%Q2 2019Q3 202316
PSI Advisors, LLC 16160.01%0.13%0.32%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.02%0.02%Q4 2019Q3 202316
HIGHLAND CAPITAL MANAGEMENT, LLC 16160.09%0.16%0.25%Q2 2013Q1 201716
RPg Family Wealth Advisory, LLC 1110.02%0.12%0.21%Q4 2015Q1 202216
BALLAST ADVISORS LLC 16160.01%0.05%0.08%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.07%1.01%3.61%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.25%0.41%1.02%Q4 2019Q3 202316
TRUST CO OF VERMONT 16160.01%0.02%0.03%Q4 2019Q3 202316
Ancora Advisors LLC 1410.00%0.00%0.00%Q4 2016Q1 202316
Wellspring Financial Advisors, LLC 15150.35%0.40%0.46%Q1 2020Q3 202315
SUNTRUST BANKS INC 15150.00%0.01%0.02%Q1 2016Q3 201915
BROWN BROTHERS HARRIMAN & CO 1110.00%0.00%0.00%Q3 2015Q2 202315
Dana Investment Advisors, Inc. 910.01%0.03%0.07%Q2 2015Q3 202315
Arkadios Wealth Advisors 15150.01%0.05%0.19%Q4 2019Q2 202315
MSI Financial Services Inc 15150.04%0.13%0.37%Q2 2013Q4 201615
Disciplined Investments, LLC 15150.04%0.16%0.58%Q4 2019Q2 202315
HERON FINANCIAL GROUP, LLC 15153.28%4.08%5.33%Q4 2019Q2 202315
Parallel Advisors, LLC 960.00%0.02%0.04%Q3 2018Q3 202315
AFFINITY WEALTH MANAGEMENT LLC 1210.34%5.63%18.44%Q2 2013Q3 201715
Risk Paradigm Group, LLC 1320.03%0.82%2.44%Q1 2015Q4 201815
Glassman Wealth Services 15150.04%0.08%0.14%Q3 2016Q1 202015
Graypoint LLC 15150.04%0.06%0.10%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 1010.01%0.30%0.67%Q2 2017Q3 202315
SVB WEALTH LLC 1230.00%0.00%0.01%Q2 2019Q3 202315
Advisor Group, Inc. 15150.04%0.06%0.21%Q2 2016Q4 201915
LexAurum Advisors, LLC 15150.07%0.16%0.22%Q3 2018Q1 202215
First Citizens Financial Corp 1323.13%3.70%4.16%Q4 2019Q3 202315
BREMER TRUST NATIONAL ASSOCIATION 15150.11%0.18%0.47%Q2 2015Q4 201815
PIERSHALE FINANCIAL GROUP, INC. 1010.00%4.47%14.87%Q2 2014Q1 202315
BOENNING & SCATTERGOOD, INC. 870.04%0.06%0.10%Q2 2018Q4 202215
OSAIC HOLDINGS, INC. 15150.04%0.07%0.10%Q1 2020Q3 202315
Connecticut Wealth Management, LLC 1010.05%0.08%0.14%Q2 2019Q3 202315
Platte River Wealth Advisors, LLC 1410.73%1.13%1.96%Q4 2019Q3 202315
BRYN MAWR TRUST Co 15150.01%2.70%3.72%Q1 2020Q3 202315
Factorial Partners, LLC 15151.33%1.94%2.40%Q1 2020Q3 202315
Leonetti & Associates, LLC 15151.03%1.11%1.23%Q3 2014Q1 201815
Capital Square, LLC 15150.22%0.26%0.31%Q4 2019Q2 202315
Advisory Alpha, LLC 15150.01%0.20%0.34%Q1 2017Q3 202015
Mosaic Family Wealth, LLC 14140.00%0.01%0.02%Q4 2015Q1 201914
Elwood & Goetz Wealth Advisory Group, LLC 14140.14%0.21%0.27%Q2 2020Q3 202314
SG Americas Securities, LLC 520.00%0.02%0.07%Q3 2013Q3 201714
EARNEST PARTNERS LLC 1220.00%0.00%0.00%Q4 2019Q3 202314
PBMares Wealth Management LLC 1220.10%0.17%0.41%Q4 2019Q3 202314
Capital Investment Counsel, Inc 1110.01%0.01%0.01%Q1 2019Q3 202314
S.A. Mason LLC 1220.06%0.06%0.07%Q4 2019Q3 202314
Brookstone Capital Management 1210.01%0.32%1.17%Q4 2016Q3 202314
Cribstone Capital Management, LLC 14140.01%0.03%0.05%Q2 2016Q3 201914
Yellowstone Partners, LLC 1220.13%0.47%0.62%Q4 2013Q4 201714
Cetera Investment Advisers 14140.06%0.13%0.19%Q2 2020Q3 202314
DAVENPORT & Co LLC 1110.00%0.00%0.00%Q3 2018Q3 202314
Soltis Investment Advisors LLC 14140.09%0.52%1.02%Q2 2020Q3 202314
PATHSTONE FAMILY OFFICE, LLC 410.00%0.13%0.42%Q2 2013Q3 202314
Geneva Advisors, LLC 14140.00%0.00%0.01%Q1 2014Q2 201714
Klingman & Associates, LLC 14140.06%0.07%0.09%Q4 2014Q1 201814
LBA Wealth Management, LLC 14140.27%0.36%0.43%Q4 2013Q1 201714
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Laurel Wealth Advisors LLC 760.02%0.09%0.18%Q4 2018Q3 202313
CAHABA WEALTH MANAGEMENT, INC. 1030.03%0.06%0.10%Q3 2017Q3 202113
Founders Financial Alliance, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Hanson & Doremus Investment Management 13130.00%0.01%0.01%Q4 2013Q4 201613
Pacific Center for Financial Services 1030.00%0.01%0.01%Q2 2020Q3 202313
THOMPSON DAVIS & CO., INC. 13130.02%0.03%0.05%Q3 2014Q3 201713
Balentine LLC 720.00%0.02%0.06%Q2 2016Q3 202313
ProVise Management Group, LLC 1010.04%0.08%0.23%Q2 2013Q2 202113
Investors Capital Advisory Services 13130.12%0.15%0.20%Q2 2013Q2 201613
Regal Investment Advisors LLC 1030.02%0.08%0.17%Q2 2013Q3 201613
HRT FINANCIAL LP 710.02%0.07%0.19%Q2 2015Q3 202313
COMERICA BANK 510.00%0.01%0.07%Q2 2013Q3 202313
Outlook Wealth Advisors, LLC 13130.16%0.21%0.25%Q3 2019Q3 202213
Key FInancial Inc 1210.03%0.04%0.07%Q1 2020Q3 202313
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
OPTIMUM INVESTMENT ADVISORS 710.01%0.01%0.01%Q3 2013Q1 202213
FC Advisory LLC 13130.10%0.14%0.20%Q4 2020Q4 202313
AdvicePeriod, LLC 13130.02%0.03%0.05%Q2 2018Q2 202113
ALERUS FINANCIAL NA 610.02%0.03%0.03%Q4 2017Q1 202213
Archford Capital Strategies, LLC 13130.00%0.01%0.01%Q1 2014Q1 201713
DAVIS R M INC 510.01%0.01%0.01%Q1 2019Q2 202313
Newport Wealth Strategies, Inc. 1030.12%0.25%0.38%Q4 2017Q3 202113
Pinnacle Family Advisors, LLC 1120.44%3.42%10.37%Q4 2016Q3 202313
Zions Bancorporation 13130.00%0.00%0.01%Q1 2015Q1 201813
Kestra Advisory Services, LLC 13130.03%0.09%0.12%Q3 2020Q3 202313
SevenBridge Financial Group, LLC 13130.01%0.01%0.01%Q2 2016Q2 201913
Covenant Asset Management, LLC 13130.20%0.39%0.53%Q4 2016Q4 201913
Wealthspire Advisors, LLC 1210.01%0.03%0.14%Q1 2020Q3 202313
VSR Financial Services, Inc. 13130.14%0.56%0.96%Q2 2013Q2 201613
Live Your Vision, LLC 1110.07%0.08%0.09%Q3 2015Q1 201912
NICOLET ADVISORY SERVICES, LLC 840.03%0.03%0.04%Q1 2019Q4 202212
Unified Trust Company, N.A. 12120.32%0.85%1.58%Q4 2018Q3 202112
Mutual Advisors, LLC 410.01%0.23%0.45%Q4 2017Q3 202312
Frank, Rimerman Advisors LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 930.01%0.03%0.04%Q4 2019Q3 202312
CENTAURUS FINANCIAL, INC. 520.01%0.11%0.35%Q2 2018Q1 202312
Royal Fund Management, LLC 610.00%0.88%1.90%Q1 2017Q3 202312
HighMark Wealth Management LLC 12120.18%0.82%1.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.05%0.08%Q4 2018Q3 202112
SOA Wealth Advisors, LLC. 12120.38%0.42%0.46%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
First Command Advisory Services, Inc. 1110.00%3.82%11.66%Q4 2017Q3 202312
MMA ASSET MANAGEMENT LLC 12120.33%1.11%4.14%Q4 2020Q3 202312
Renasant Bank 12121.12%1.34%1.64%Q4 2020Q3 202312
Peak Asset Management, LLC 12120.26%0.29%0.33%Q4 2014Q3 201712
Strategic Blueprint, LLC 1110.03%0.04%0.12%Q3 2019Q3 202312
Gradient Investments LLC 910.00%0.00%0.00%Q3 2015Q2 202212
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1110.02%0.02%0.02%Q2 2020Q3 202312
Larson Financial Group LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.29%0.38%0.46%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.06%0.08%0.09%Q4 2020Q3 202312
David J Yvars Group 12120.23%0.38%0.61%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
PEOPLES BANK /OH 12120.13%0.30%0.37%Q4 2015Q3 201812
Lehman & Derafelo Financial Resources LLC 1020.00%0.00%0.00%Q2 2019Q3 202212
Krilogy Financial LLC 910.02%0.02%0.05%Q3 2015Q1 202312
Brown Advisory Securities, LLC 12120.06%0.11%0.15%Q2 2016Q1 201912
Oxler Private Wealth LLC 12120.45%1.32%1.91%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12121.50%3.45%4.86%Q4 2020Q3 202312
SHINE INVESTMENT ADVISORY SERVICES INC 12120.03%0.05%0.06%Q2 2017Q1 202012
FOSTER & MOTLEY INC 12120.02%0.03%0.04%Q4 2020Q3 202312
Farmers & Merchants Trust Co of Chambersburg PA 750.03%0.04%0.05%Q1 2019Q3 202312
First PREMIER Bank 910.00%0.02%0.03%Q1 2020Q2 202312
O'Brien Wealth Partners LLC 12120.10%0.70%2.59%Q4 2015Q3 201812
First Personal Financial Services 1110.00%0.01%0.03%Q4 2014Q1 201812
Robertson Stephens Wealth Management, LLC 12120.04%0.18%0.45%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12126.13%6.60%7.02%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.02%0.02%0.04%Q4 2020Q3 202312
COZAD ASSET MANAGEMENT INC 12120.04%0.24%0.46%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12124.10%4.97%5.39%Q4 2020Q3 202312
Prosperity Planning, Inc. 12121.06%1.27%1.66%Q4 2020Q3 202312
CUE ADVISORY SERVICES, INC. 720.19%0.32%0.62%Q4 2014Q3 201812
Joseph P. Lucia & Associates, LLC 620.00%0.00%0.01%Q1 2019Q2 202212
TODD ASSET MANAGEMENT LLC 12120.06%0.09%0.17%Q2 2013Q1 201612
CoreFirst Bank & Trust 12120.01%0.02%0.04%Q4 2020Q3 202312
Timber Hill LLC 510.00%0.05%0.36%Q2 2013Q4 201712
Rodgers & Associates, LTD 12120.08%0.09%0.11%Q4 2020Q3 202312
FormulaFolio Investments, LLC 710.01%0.07%0.24%Q2 2015Q4 202012
ANDERSON HOAGLAND & CO 12120.12%0.13%0.14%Q4 2020Q3 202312
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 840.00%0.03%0.07%Q2 2013Q2 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.04%Q2 2013Q1 201612
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Simplicity Solutions, LLC 310.00%0.08%0.31%Q4 2015Q3 202312
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12120.00%0.00%0.01%Q4 2020Q3 202312
WADE G W & INC 12120.08%0.14%0.20%Q4 2020Q3 202312
Certified Advisory Corp 11110.04%0.21%0.37%Q4 2017Q2 202011
PARAMETRIC PORTFOLIO ASSOCIATES LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
Your Advocates Ltd., LLP 11110.00%0.01%0.03%Q1 2020Q3 202211
WEST BANCORPORATION INC 430.10%0.14%0.20%Q4 2019Q3 202311
Huntington Steele LLC 11110.15%0.22%0.25%Q3 2015Q1 201811
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202311
Ratio Wealth Group 920.09%0.13%0.20%Q4 2020Q3 202311
Sowell Financial Services LLC 810.00%0.05%0.14%Q4 2016Q1 202311
Camarda Financial Advisors, LLC 911.30%2.18%5.72%Q2 2013Q1 202211
Meristem Family Wealth, LLC 11110.08%0.12%0.15%Q3 2019Q1 202211
Townsend & Associates, Inc 11110.32%0.89%1.50%Q4 2017Q2 202011
MILLIE CAPITAL MANAGEMENT, LLC 650.16%0.91%1.41%Q4 2014Q4 201711
JFS WEALTH ADVISORS, LLC 920.00%0.20%0.30%Q4 2015Q3 202311
IMS Capital Management 11110.13%0.14%0.16%Q1 2021Q3 202311
Crewe Advisors LLC 11110.01%0.01%0.01%Q3 2020Q1 202311
Orion Capital Management LLC 1010.01%0.01%0.02%Q4 2020Q3 202311
PIN OAK INVESTMENT ADVISORS INC 810.00%0.01%0.03%Q4 2017Q3 202311
D.B. Root & Company, LLC 11110.15%0.23%0.33%Q1 2018Q3 202011
Wolff Financial Management LLC 610.14%0.16%0.19%Q2 2020Q3 202311
Piscataqua Savings Bank 11110.02%0.03%0.07%Q1 2021Q3 202311
Rain Capital Management, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Accredited Investors Inc. 11110.02%1.53%4.18%Q1 2021Q3 202311
Csenge Advisory Group 11110.05%0.26%0.44%Q1 2021Q3 202311
WESTPORT RESOURCES MANAGEMENT INC 11110.01%0.01%0.01%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.01%0.01%0.01%Q4 2017Q2 202011
USA FINANCIAL FORMULAS 710.00%0.02%0.21%Q4 2016Q3 202311
Hanlon Investment Management, Inc. 510.04%0.42%1.14%Q3 2014Q1 202311
FundX Investment Group, LLC 430.24%10.92%25.38%Q2 2013Q4 202111
ALBION FINANCIAL GROUP /UT 1010.01%0.01%0.01%Q4 2020Q3 202311
Campion Asset Management 11111.31%3.26%4.42%Q1 2021Q3 202311
Personal Wealth Partners 11110.12%0.24%0.42%Q1 2019Q3 202111
UBS ASSET MANAGEMENT AMERICAS INC 920.00%0.00%0.00%Q1 2015Q3 201911
BOK Financial Private Wealth, Inc. 610.01%0.02%0.05%Q3 2016Q3 202311
FLOW TRADERS U.S. LLC 310.00%0.08%0.18%Q4 2013Q3 202311
FDx Advisors, Inc. 710.01%0.14%0.72%Q1 2016Q1 201911
Sargent Bickham Lagudis LLC 1010.00%0.00%0.00%Q1 2020Q4 202211
TIEDEMANN ADVISORS, LLC 11110.04%0.06%0.08%Q4 2018Q2 202111
INVESTMENT CENTERS OF AMERICA INC 11110.03%0.05%0.09%Q4 2014Q2 201711
Wealth Architects, LLC 1010.07%0.08%0.12%Q1 2015Q1 201911
CT Financial Advisors LLC 1010.11%0.13%0.15%Q1 2014Q1 201711
Bogart Wealth, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Litman Gregory Wealth Management LLC 11110.00%0.00%0.01%Q3 2018Q1 202111
Spire Wealth Management 11110.00%0.05%0.11%Q1 2021Q3 202311
HMS Capital Management, LLC 11110.14%0.46%0.70%Q1 2021Q3 202311
Pinnacle Summer Investments, Inc. 11110.00%0.05%0.09%Q2 2013Q4 201511
Argent Trust Co 620.02%0.10%0.26%Q1 2015Q3 202311
Hayden Royal, LLC 1010.11%0.51%2.09%Q4 2018Q4 202111
HYA Advisors, Inc 11110.24%0.30%0.37%Q4 2019Q2 202211
CNB Bank 1010.00%0.01%0.02%Q4 2017Q3 202311
Nachman Norwood & Parrott, Inc 11110.18%0.28%0.37%Q4 2018Q2 202111
MACRO Consulting Group 11112.57%3.05%3.88%Q4 2018Q2 202111
Cable Hill Partners, LLC 920.02%0.06%0.09%Q4 2014Q1 201911
J.W. COLE ADVISORS, INC. 810.02%0.03%0.03%Q3 2020Q3 202311
WNY Asset Management, LLC 11110.12%0.18%0.21%Q1 2021Q3 202311
TFC Financial Management, Inc. 10100.00%0.02%0.04%Q2 2021Q3 202310
Clear Creek Financial Management, LLC 910.03%0.94%2.82%Q3 2020Q2 202310
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.02%0.05%0.08%Q2 2013Q3 201510
Commonwealth Financial Services, LLC 10100.01%1.49%5.08%Q4 2014Q1 201710
ACAS, LLC 641.47%1.52%1.70%Q1 2021Q3 202310
Virtu KCG Holdings LLC 510.01%0.01%0.03%Q3 2013Q2 201710
COLLECTIVE FAMILY OFFICE LLC 730.11%0.20%0.32%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Wealth Advisory Solutions, LLC 640.00%1.38%4.54%Q4 2020Q2 202310
Country Club Trust Company, n.a. 610.03%0.05%0.11%Q2 2016Q4 202110
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.32%0.64%0.81%Q4 2017Q1 202010
B. Riley Wealth Management, Inc. 610.02%0.10%0.30%Q1 2014Q1 202210
Berman Capital Advisors, LLC 10100.01%0.03%0.06%Q4 2018Q1 202110
Blankinship & Foster, LLC 420.09%0.12%0.14%Q4 2017Q1 202110
PACIFIC SUN FINANCIAL CORP 610.14%0.17%0.28%Q1 2018Q2 202310
Syverson Strege & Co 10100.04%0.09%0.14%Q4 2020Q1 202310
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 510.06%0.06%0.08%Q4 2020Q3 202310
Bellwether Advisors, LLC 10100.03%0.10%0.15%Q4 2020Q1 202310
Aptus Capital Advisors, LLC 550.00%0.00%0.01%Q4 2019Q3 202310
StoneX Group Inc. 420.10%0.17%0.25%Q4 2017Q4 202110
SVB Investment Services Inc. 10100.10%0.16%0.20%Q4 2019Q1 202210
EASTERN BANK 910.01%0.02%0.03%Q4 2016Q4 201910
Charles Schwab Trust Co 10100.03%0.04%0.06%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
Lindbrook Capital, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Prime Capital Investment Advisors, LLC 910.00%0.02%0.02%Q2 2018Q3 202310
BARCLAYS PLC 610.00%0.00%0.00%Q2 2013Q3 202110
Acropolis Investment Management, LLC 820.02%0.04%0.08%Q2 2013Q4 201910
MainStreet Investment Advisors LLC 10100.05%0.07%0.10%Q2 2021Q3 202310
Atria Investments, Inc 510.02%0.24%0.45%Q2 2013Q1 202310
Noven Financial Group, Inc. 410.38%8.08%12.55%Q4 2013Q4 201910
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2015Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Personal Capital Advisors Corp 910.00%0.00%0.00%Q4 2019Q4 202210
JTC Employer Solutions Trustee Ltd 10100.01%0.02%0.02%Q2 2021Q3 202310
HSBC HOLDINGS PLC 520.00%0.00%0.00%Q1 2013Q4 201710
RMB Capital Management, LLC 990.01%0.01%0.01%Q4 2017Q4 20199
Barber Financial Group, Inc. 990.40%5.14%12.11%Q1 2021Q1 20239
EWG Elevate Inc. 990.21%2.47%5.26%Q1 2021Q1 20239
Cordant, Inc. 990.00%0.01%0.02%Q4 2019Q4 20219
Leonard Rickey Investment Advisors P.L.L.C. 990.84%0.96%1.05%Q4 2017Q4 20199
Vickerman Investment Advisors, Inc. 990.09%0.15%0.30%Q3 2021Q3 20239
AlphaCore Capital LLC 990.02%0.02%0.03%Q3 2021Q3 20239
FAYEZ SAROFIM & CO 540.00%0.00%0.00%Q1 2021Q3 20239
Ameritas Investment Company, LLC 540.00%0.10%0.21%Q1 2019Q3 20219
CFS Investment Advisory Services, LLC 510.15%0.59%1.00%Q4 2020Q3 20239
ECLECTIC ASSOCIATES INC /ADV 540.10%0.13%0.17%Q1 2021Q3 20239
Sharkey, Howes & Javer 990.00%0.00%0.00%Q4 2016Q4 20189
LAKE STREET ADVISORS GROUP, LLC 990.03%0.03%0.03%Q4 2017Q4 20199
Sather Financial Group Inc 990.08%0.09%0.10%Q3 2021Q3 20239
BOSTON FINANCIAL MANGEMENT LLC 510.01%0.01%0.01%Q2 2020Q2 20239
Dorsey Wright & Associates 320.82%1.42%2.44%Q2 2013Q1 20239
Mascoma Wealth Management LLC 990.00%0.09%0.18%Q3 2021Q3 20239
Tarbox Family Office, Inc. 990.01%0.02%0.02%Q1 2020Q1 20229
Eidelman Virant Capital 990.19%0.24%0.33%Q3 2020Q3 20229
Financial Enhancement Group LLC 990.01%0.02%0.03%Q1 2018Q1 20209
HHM Wealth Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Opes Advisors Inc 991.85%2.94%4.72%Q4 2016Q4 20189
CHILTON INVESTMENT CO INC. 990.16%0.19%0.23%Q3 2021Q3 20239
Aevitas Wealth Management, Inc. 630.01%0.11%0.40%Q4 2017Q4 20219
Keel Point, LLC 720.03%0.07%0.13%Q3 2018Q3 20239
Apollon Wealth Management, LLC 810.01%0.05%0.07%Q2 2020Q3 20239
Archer Investment Corp 720.00%0.00%0.00%Q4 2018Q3 20239
Sound Income Strategies, LLC 990.00%0.00%0.01%Q1 2019Q1 20219
AWM CAPITAL, LLC 990.10%0.29%0.51%Q3 2021Q3 20239
Friedenthal Financial 990.32%0.90%1.11%Q1 2021Q1 20239
MATTERN CAPITAL MANAGEMENT, LLC 990.04%0.09%0.19%Q1 2020Q1 20229
SEI INVESTMENTS CO 510.00%0.01%0.04%Q4 2016Q3 20199
Waldron Private Wealth LLC 990.01%0.04%0.07%Q3 2021Q3 20239
Consolidated Planning Corp 540.05%0.11%0.16%Q1 2021Q3 20239
BRADLEY FOSTER & SARGENT INC/CT 720.01%0.01%0.03%Q2 2017Q3 20239
First City Capital Management, Inc. 990.04%0.04%0.04%Q1 2014Q1 20169
Carnegie Capital Asset Management, LLC 540.01%0.01%0.05%Q1 2021Q3 20239
Leelyn Smith, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
U.S. Capital Wealth Advisors, LLC 990.04%0.04%0.05%Q3 2021Q3 20239
Essex LLC 990.34%0.51%0.56%Q3 2021Q3 20239
Klaas Financial Asset Advisors, LLC 810.04%0.22%0.43%Q4 2020Q2 20239
Hamilton Capital, LLC 990.09%4.86%9.59%Q3 2021Q3 20239
BAIRD ROBERT W & CO INC /WI/ 880.10%0.14%0.18%Q2 2013Q1 20158
Grant/GrossMendelsohn, LLC 880.20%0.28%0.33%Q4 2020Q3 20228
Rise Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Community Bank & Trust, Waco, Texas 530.07%0.07%0.07%Q1 2021Q2 20238
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
Stephens Consulting, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
PFS Partners, LLC 880.12%0.14%0.16%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.59%0.62%0.70%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 883.36%3.54%3.78%Q4 2021Q3 20238
Summit Asset Management, LLC 880.12%0.17%0.20%Q4 2016Q3 20188
GREENUP STREET WEALTH MANAGEMENT LLC 881.68%2.31%3.71%Q4 2021Q3 20238
Mechanics Financial Corp 880.06%0.08%0.11%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.00%0.02%0.05%Q1 2016Q1 20188
BANK PICTET & CIE (ASIA) LTD 710.28%0.31%0.34%Q4 2013Q4 20178
ERTS Wealth Advisors, LLC 620.02%0.12%0.17%Q4 2018Q3 20238
ANCHOR CAPITAL ADVISORS LLC 410.01%0.06%0.33%Q4 2018Q1 20238
BECK MACK & OLIVER LLC 880.01%0.01%0.01%Q2 2013Q1 20158
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.00%0.01%Q2 2013Q1 20158
Valmark Advisers, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
Clarius Group, LLC 880.10%0.11%0.13%Q1 2016Q4 20178
Strategic Wealth Partners, Ltd. 880.00%0.04%0.10%Q4 2017Q3 20198
Ipswich Investment Management Co., Inc. 880.12%0.34%0.42%Q4 2015Q3 20178
Mystic Asset Management, Inc. 880.21%0.23%0.24%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.17%0.20%0.27%Q4 2019Q3 20218
Retirement Planning Co of New England, Inc. 880.14%0.16%0.17%Q4 2021Q3 20238
INTERACTIVE FINANCIAL ADVISORS, INC. 310.00%1.67%3.79%Q3 2014Q2 20228
Bank of Kentucky, Inc. 880.20%0.22%0.24%Q2 2013Q1 20158
Baron Financial Group, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Whitegate Investment Counselors, Inc. 880.31%0.32%0.34%Q1 2017Q4 20188
CARDIFF PARK ADVISORS, LLC 880.11%0.14%0.16%Q4 2021Q3 20238
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 880.04%0.04%0.05%Q4 2021Q3 20238
Clientfirst Wealth Management, LLC 880.22%0.28%0.32%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
RESOURCE CONSULTING GROUP INC 880.06%0.14%0.30%Q4 2021Q3 20238
Trail Ridge Investment Advisors, LLC 881.52%1.82%2.03%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.20%0.22%0.24%Q4 2021Q3 20238
BlackRock Investment Management, LLC 310.00%0.00%0.00%Q2 2013Q4 20168
NewEdge Advisors, LLC 610.00%0.01%0.01%Q2 2017Q3 20238
BOSTON FAMILY OFFICE LLC 880.03%0.09%0.13%Q4 2021Q3 20238
Pinkerton Retirement Specialists, LLC 621.14%3.52%6.17%Q1 2021Q1 20238
DEUTSCHE BANK AG\ 620.00%0.01%0.02%Q3 2013Q2 20218
TAGStone Capital, Inc. 880.59%0.66%0.72%Q4 2021Q3 20238
Summit Financial Wealth Advisors, LLC 530.07%0.08%0.10%Q3 2016Q2 20238
Ledyard National Bank 880.00%0.00%0.00%Q1 2017Q4 20188
Realta Investment Advisors 420.02%0.03%0.03%Q1 2019Q3 20238
WealthStone, Inc. 880.16%0.24%0.38%Q2 2019Q1 20218
Beacon Pointe Advisors, LLC 710.01%0.02%0.07%Q4 2019Q3 20238
Rockwood Wealth Management, LLC 880.04%0.07%0.12%Q4 2021Q3 20238
MKT Advisors LLC 880.19%0.20%0.21%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Intellectus Partners, LLC 880.31%0.37%0.44%Q4 2016Q3 20188
Johnson Midwest Financial, LLC 880.00%11.24%22.80%Q1 2021Q4 20228
American Trust 880.12%0.15%0.20%Q4 2021Q3 20238
Bromfield Sneider Wealth Advisors 880.11%0.14%0.17%Q1 2022Q4 20238
Western Pacific Wealth Management, LP 880.05%0.08%0.09%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.01%0.01%0.01%Q2 2021Q1 20238
Parker Investment Management, LLC 880.15%0.21%0.28%Q1 2016Q4 20178
Holland Advisory Services, Inc. 880.34%4.88%10.54%Q4 2021Q3 20238
Alpha Omega Wealth Management LLC 880.01%0.01%0.02%Q3 2017Q2 20198
OXFORD FINANCIAL GROUP, LTD. LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bison Wealth, LLC 880.08%0.15%0.24%Q4 2019Q3 20218
ASPIRIANT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
ETFIDEA, LLC 881.34%1.87%2.32%Q4 2021Q3 20238
Plancorp, LLC 710.06%0.10%0.12%Q2 2017Q4 20198
CAMBRIDGE TRUST CO 880.00%0.01%0.02%Q4 2021Q3 20238
M Holdings Securities, Inc. 510.02%0.09%0.27%Q3 2014Q1 20238
Hardy Reed LLC 620.06%0.06%0.07%Q3 2020Q1 20238
LTG Capital LLC 883.49%3.74%4.36%Q4 2021Q3 20238
TWO SIGMA SECURITIES, LLC 210.00%0.15%1.02%Q1 2017Q2 20238
Orion Portfolio Solutions, LLC 530.01%0.01%0.02%Q4 2019Q1 20238
Houlihan Financial Resource Group, Ltd. 310.37%0.44%0.49%Q4 2019Q3 20237
Cutter & CO Brokerage, Inc. 520.08%0.14%0.20%Q2 2014Q2 20177
Rosenberg Matthew Hamilton 770.03%0.03%0.04%Q3 2021Q1 20237
ABNER HERRMAN & BROCK LLC 770.04%0.04%0.05%Q4 2021Q2 20237
Eagle Strategies LLC 430.08%0.11%0.14%Q4 2021Q3 20237
LITTLE HOUSE CAPITAL LLC 770.09%0.40%0.57%Q4 2018Q2 20207
Atria Wealth Solutions, Inc. 770.08%0.12%0.18%Q1 2022Q3 20237
Kavar Capital Partners, LLC 310.00%0.00%0.00%Q1 2014Q2 20197
WealthShield Partners, LLC 770.15%0.18%0.21%Q1 2022Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.08%0.26%Q4 2018Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
FIRST MANHATTAN CO. LLC. 320.00%0.00%0.00%Q2 2019Q3 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Dynamic Advisor Solutions LLC 410.01%0.02%0.03%Q3 2019Q3 20237
Karp Capital Management Corp 310.02%0.70%1.97%Q4 2014Q3 20227
Rockbridge Investment Management, LCC 770.18%0.20%0.23%Q2 2020Q4 20217
RE Dickinson Investment Advisors, LLC 770.01%0.03%0.04%Q1 2022Q3 20237
HB Wealth Management, LLC 770.03%0.03%0.03%Q1 2022Q3 20237
Wescott Financial Advisory Group, LLC 770.07%0.08%0.10%Q1 2022Q3 20237
Barrett Asset Management, LLC 770.01%0.01%0.02%Q2 2013Q4 20147
TCF National Bank 770.35%0.43%0.49%Q3 2019Q1 20217
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
Concorde Asset Management, LLC 210.21%0.40%1.07%Q1 2015Q3 20187
Concord Wealth Partners 430.02%0.03%0.04%Q4 2021Q3 20237
Gladstone Institutional Advisory LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Advisors Preferred, LLC 410.01%3.38%6.50%Q1 2014Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.06%0.08%0.12%Q1 2021Q4 20227
Insight Wealth Strategies, LLC 520.04%0.10%0.25%Q4 2018Q1 20237
Weaver Consulting Group 770.02%0.03%0.04%Q1 2019Q3 20207
Second Half Financial Partners, LLC 770.19%0.51%0.90%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.23%0.42%0.59%Q1 2022Q3 20237
Princeton Global Asset Management LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Catamount Wealth Management 770.02%0.02%0.02%Q4 2014Q2 20167
Prestige Wealth Management Group LLC 770.00%0.01%0.02%Q4 2018Q2 20207
Bank of New Hampshire 770.06%0.07%0.08%Q1 2022Q3 20237
Blackston Financial Advisory Group, LLC 770.22%0.32%0.42%Q4 2021Q2 20237
Allegheny Financial Group LTD 770.21%0.40%0.49%Q1 2022Q3 20237
FOUNDERS BANK & TRUST 770.00%0.04%0.06%Q2 2013Q4 20147
Psagot Value Holdings Ltd. 770.00%0.00%0.00%Q2 2013Q4 20147
BENJAMIN EDWARDS INC 610.00%1.24%2.34%Q1 2019Q2 20227
EP Wealth Advisors, LLC 430.01%0.06%0.33%Q4 2021Q3 20237
COUNTRY CLUB BANK /GFN 770.03%0.03%0.04%Q1 2022Q3 20237
SAXON INTERESTS, INC. 770.30%0.36%0.46%Q4 2021Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.03%0.05%Q2 2013Q4 20147
FinTrust Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.02%0.02%Q4 2020Q2 20227
Kohmann Bosshard Financial Services, LLC 770.11%0.12%0.14%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.02%0.03%0.04%Q4 2021Q3 20237
BBVA USA Bancshares, Inc. 210.01%0.02%0.03%Q1 2015Q4 20207
Sheaff Brock Investment Advisors, LLC 310.02%0.03%0.06%Q4 2016Q1 20237
Sierra Capital LLC 770.16%0.55%0.77%Q1 2022Q3 20237
BOSTON PRIVATE BANK & TRUST CO 770.00%0.00%0.00%Q3 2013Q1 20157
MANCHESTER FINANCIAL INC 610.03%0.03%0.04%Q2 2019Q1 20217
JSF Financial, LLC 770.17%3.81%4.89%Q1 2022Q3 20237
WINTRUST INVESTMENTS LLC 770.08%0.16%0.21%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
TNF LLC 430.09%0.10%0.10%Q3 2021Q3 20237
John W. Brooker & Co., CPAs 770.01%0.01%0.01%Q4 2019Q2 20217
Element Wealth, LLC 770.01%0.02%0.02%Q2 2020Q4 20217
UBS AG 660.04%0.05%0.06%Q2 2013Q3 20146
ACG Wealth 660.06%0.10%0.20%Q4 2018Q1 20206
STEWARD CAPITAL MANAGEMENT/ 660.72%1.10%1.63%Q2 2013Q3 20146
JMG Financial Group, Ltd. 660.02%0.02%0.03%Q2 2022Q3 20236
VICUS CAPITAL 510.06%0.13%0.26%Q1 2014Q3 20236
NorthCrest Asset Manangement, LLC 310.20%0.23%0.28%Q4 2021Q3 20236
Cresset Asset Management, LLC 310.00%0.01%0.02%Q4 2018Q3 20236
KANALY TRUST CO 510.01%0.01%0.03%Q4 2013Q4 20166
PRIVATE TRUST CO NA 660.04%0.05%0.06%Q2 2022Q3 20236
Close Asset Management Ltd 660.02%0.02%0.02%Q2 2022Q3 20236
COOKSON PEIRCE & CO INC 660.02%0.03%0.03%Q2 2022Q3 20236
VANCE WEALTH, INC. 660.29%1.11%1.56%Q2 2022Q3 20236
KEYSTONE WEALTH PARTNERS 668.44%9.17%9.58%Q4 2020Q1 20226
Level Financial Advisors 660.02%0.03%0.03%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.16%0.26%0.40%Q2 2022Q3 20236
MA Private Wealth 660.13%0.59%1.58%Q4 2018Q1 20206
Elite Wealth Management, Inc. 510.03%0.04%0.07%Q3 2013Q3 20166
ENCOMPASS WEALTH ADVISORS, LLC 510.11%0.13%0.18%Q4 2020Q3 20236
Hedeker Wealth, LLC 310.07%0.20%0.46%Q2 2016Q4 20216
Manchester Capital Management LLC 510.00%0.01%0.02%Q2 2013Q1 20206
Tradition Wealth Management, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
OAK HARBOR WEALTH PARTNERS, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Jackson Hole Capital Partners, LLC 660.26%0.35%0.46%Q4 2018Q1 20206
55I, LLC 420.01%0.02%0.04%Q2 2020Q3 20226
Parasol Investment Management, LLC 660.03%0.04%0.07%Q4 2013Q1 20156
RB Capital Management, LLC 660.00%0.22%0.36%Q4 2016Q1 20186
Integer Wealth Advisors Group LLC 661.26%1.67%2.23%Q4 2019Q1 20216
Smith & Howard Wealth Management, LLC 420.02%0.08%0.11%Q3 2013Q3 20176
RPG Investment Advisory, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
SAGE FINANCIAL GROUP INC 660.03%0.03%0.04%Q2 2022Q3 20236
MCDONALD PARTNERS LLC 420.08%0.08%0.09%Q4 2020Q2 20226
IBEX WEALTH ADVISORS 410.02%0.21%0.35%Q4 2016Q4 20216
Courage Miller Partners, LLC 663.22%3.35%3.54%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Ten Capital Wealth Advisors, LLC 420.02%0.16%0.22%Q3 2020Q2 20236
Lenox Wealth Advisors, LLC 410.00%0.00%0.00%Q4 2019Q1 20226
DIVIDEND ASSETS CAPITAL, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Eudaimonia Partners, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
FIRST NATIONAL TRUST CO 510.02%0.03%0.07%Q1 2016Q4 20186
WealthTrust-Arizona, LLC 420.02%0.02%0.03%Q3 2014Q4 20186
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.01%0.03%0.03%Q4 2020Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.06%0.07%0.15%Q4 2020Q1 20226
US FINANCIAL ADVISORS, LLC 660.03%0.04%0.05%Q4 2014Q1 20166
Concert Wealth Management Inc. 410.01%0.03%0.06%Q4 2014Q3 20166
Moloney Securities Asset Management, LLC 330.14%0.32%0.54%Q3 2018Q3 20216
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
Bryn Mawr Capital Management, LLC 420.33%0.42%0.54%Q4 2016Q3 20236
Sunesis Advisors, LLC 510.19%0.67%0.93%Q1 2022Q3 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q1 20236
Newbridge Financial Services Group, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Koshinski Asset Management, Inc. 320.00%0.02%0.07%Q3 2018Q1 20225
Argentus Capital Management, LLC 550.01%0.02%0.02%Q3 2015Q3 20165
Oxinas Partners Wealth Management LLC 320.20%0.33%0.54%Q3 2021Q4 20225
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q4 2019Q2 20225
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
BANK OF THE WEST 410.04%0.07%0.16%Q2 2013Q4 20145
EFG Asset Management (Americas) Corp. 320.04%0.12%0.26%Q1 2014Q2 20155
Clearstead Trust, LLC 550.00%0.01%0.03%Q3 2022Q3 20235
VOYA INVESTMENT MANAGEMENT LLC 550.02%0.03%0.03%Q2 2019Q2 20205
Edge Advisors, LLC 320.00%0.00%0.00%Q4 2016Q2 20185
Capital Bank & Trust Co 550.00%0.00%0.00%Q1 2019Q1 20205
NUANCE INVESTMENTS, LLC 110.01%0.03%0.05%Q4 2018Q4 20225
Cadence Bank 550.05%0.06%0.06%Q3 2022Q3 20235
BECKER CAPITAL MANAGEMENT INC 320.04%0.14%0.20%Q3 2017Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.02%0.18%0.48%Q4 2016Q4 20175
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
Johanson Financial Advisors, Inc. 410.05%0.07%0.08%Q4 2019Q4 20215
Paracle Advisors, LLC 550.60%0.71%0.86%Q1 2020Q1 20215
DUPONT CAPITAL MANAGEMENT CORP 550.30%0.35%0.42%Q2 2020Q2 20215
STRATEGIC WEALTH MANAGEMENT INC 551.08%1.73%2.76%Q4 2016Q4 20175
Madden Advisory Services, Inc. 210.01%0.01%0.02%Q3 2014Q1 20175
HoyleCohen, LLC 550.08%0.10%0.11%Q4 2018Q4 20195
Lee Financial Co 550.04%0.06%0.09%Q2 2017Q2 20185
EXANE DERIVATIVES 550.00%0.01%0.01%Q2 2021Q2 20225
Columbia Trust Co 01012016 410.10%0.13%0.19%Q1 2022Q3 20235
Hirtle Callaghan & Co LLC 550.04%0.06%0.09%Q3 2022Q3 20235
MADISON INVESTMENT HOLDINGS INC 550.34%0.43%0.50%Q3 2013Q3 20145
Pegasus Partners Ltd. 410.04%0.14%0.20%Q1 2019Q1 20225
Timber Creek Capital Management LLC 550.02%0.02%0.02%Q4 2013Q4 20145
Transparent Wealth Partners LLC 410.21%0.23%0.24%Q4 2021Q1 20235
Clear Perspective Advisors, LLC 410.05%0.05%0.06%Q3 2017Q4 20215
PGIM Custom Harvest LLC 410.01%0.02%0.06%Q3 2021Q3 20235
EverSource Wealth Advisors, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
VALLEY WEALTH MANAGERS, INC. 550.04%0.06%0.07%Q1 2019Q1 20205
Laidlaw Wealth Management LLC 550.04%0.05%0.06%Q2 2022Q2 20235
CWA Asset Management Group, LLC 550.02%0.04%0.05%Q2 2021Q2 20225
Guidant Wealth Advisors 320.01%0.09%0.14%Q3 2016Q3 20195
WILLNER & HELLER, LLC 550.34%0.35%0.37%Q4 2021Q4 20225
Confluence Wealth Services, Inc. 410.04%0.05%0.06%Q4 2021Q3 20235
Lloyd Advisory Services, LLC. 550.01%0.02%0.07%Q1 2021Q1 20225
Horan Capital Advisors, LLC. 210.01%0.01%0.01%Q3 2017Q3 20205
Crossmark Global Holdings, Inc. 410.04%0.04%0.04%Q3 2016Q2 20185
IFG Advisors, LLC 550.14%0.16%0.18%Q3 2022Q3 20235
HCR Wealth Advisors 550.02%0.02%0.02%Q4 2019Q4 20205
Western Wealth Management, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Ascension Capital Advisors, Inc. 550.23%3.80%5.53%Q1 2021Q1 20225
Integrated Wealth Concepts LLC 410.01%0.02%0.06%Q3 2018Q3 20235
CAROLINAS WEALTH CONSULTING LLC 550.00%0.00%0.00%Q2 2020Q2 20215
Portfolio Solutions, LLC 550.00%0.00%0.01%Q1 2017Q1 20185
Wilmington Trust, National Association 550.17%0.19%0.20%Q2 2013Q2 20145
WILMINGTON TRUST CO 550.11%0.14%0.17%Q2 2013Q2 20145
ROMANO BROTHERS AND COMPANY 550.04%0.05%0.05%Q3 2022Q3 20235
Relaxing Retirement Coach 210.06%0.12%0.17%Q3 2020Q2 20235
CoreCap Advisors, LLC 550.03%0.08%0.10%Q4 2021Q4 20225
Crescent Capital Consulting, LLC 550.49%0.66%0.90%Q4 2020Q4 20215
ACIMA PRIVATE WEALTH, LLC 550.27%0.41%0.50%Q4 2018Q4 20195
Farmers National Bank 320.05%0.06%0.07%Q4 2017Q2 20195
Arcus Capital Partners, LLC 550.60%0.68%0.71%Q4 2016Q4 20175
Kensington Investment Counsel, LLC 320.54%0.79%1.19%Q4 2020Q1 20225
Resurgent Financial Advisors LLC 320.04%0.14%0.21%Q2 2022Q3 20235
DOHJ, LLC 210.12%0.54%1.51%Q1 2021Q4 20225
Cassaday & Co Wealth Management LLC 440.29%0.34%0.44%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 440.26%0.30%0.36%Q4 2022Q3 20234
Security Financial Services, INC. 440.30%0.40%0.49%Q2 2022Q1 20234
Parcion Private Wealth LLC 310.05%0.08%0.12%Q4 2019Q1 20224
FIRST FOUNDATION ADVISORS 310.02%0.03%0.03%Q4 2013Q4 20144
Brinker Capital Investments, LLC 310.00%0.00%0.00%Q4 2016Q1 20184
Kovack Advisors, Inc. 220.33%0.83%1.54%Q1 2013Q3 20144
Crosspoint Capital Strategies, LLC 440.04%0.07%0.13%Q1 2015Q4 20154
Lebenthal Asset Management, LLC 440.05%0.05%0.06%Q2 2016Q1 20174
TEXAS PERMANENT SCHOOL FUND CORP 310.01%0.01%0.02%Q3 2013Q1 20234
PERRITT CAPITAL MANAGEMENT INC 440.01%0.01%0.02%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.08%0.09%0.09%Q4 2022Q3 20234
GUGGENHEIM CAPITAL LLC 310.00%0.01%0.03%Q2 2013Q4 20144
EVERGREEN CAPITAL MANAGEMENT LLC 310.01%0.02%0.03%Q3 2021Q3 20234
V Wealth Advisors LLC 440.21%0.22%0.22%Q1 2016Q4 20164
STOCK YARDS BANK & TRUST CO 440.02%0.02%0.02%Q4 2022Q3 20234
LMG Wealth Partners, LLC 441.77%1.88%2.02%Q4 2022Q3 20234
LWM Advisory Services, LLC 440.31%0.43%0.52%Q4 2021Q3 20224
LYELL WEALTH MANAGEMENT, LP 310.03%0.04%0.04%Q4 2020Q3 20234
SkyOak Wealth, LLC 440.12%0.13%0.14%Q1 2020Q4 20204
Baystate Wealth Management LLC 210.00%0.00%0.00%Q2 2013Q1 20204
Stratos Investment Management, LLC 440.05%0.06%0.06%Q3 2021Q2 20224
Fidelis Capital Partners, LLC 440.16%0.27%0.51%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.22%0.24%0.28%Q4 2018Q3 20234
Beaumont Financial Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
TOWER TRUST Co 440.16%0.80%1.15%Q2 2013Q1 20144
Heartwood Wealth Advisors LLC 440.05%0.05%0.05%Q4 2022Q3 20234
CPWM, LLC 310.05%0.05%0.06%Q4 2014Q4 20174
Mill Creek Capital Advisors, LLC 440.24%0.28%0.32%Q4 2022Q3 20234
DDFG, Inc 441.69%1.83%1.97%Q4 2022Q3 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.00%0.00%0.00%Q1 2020Q4 20204
Alaethes Wealth LLC 440.04%0.05%0.05%Q2 2021Q1 20224
HBC Financial Services, PLLC 220.00%0.01%0.01%Q4 2021Q3 20234
Great Diamond Partners, LLC 310.01%1.23%1.67%Q4 2019Q3 20224
TRUST DEPARTMENT MB FINANCIAL BANK N A 440.00%0.00%0.01%Q2 2018Q1 20194
MOSELEY INVESTMENT MANAGEMENT INC 440.28%0.30%0.30%Q1 2019Q4 20194
WEST CHESTER CAPITAL ADVISORS, INC 210.01%0.40%0.90%Q4 2013Q2 20234
Mendota Financial Group, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Mayflower Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Kelman-Lazarov, Inc. 440.01%0.01%0.01%Q1 2016Q4 20164
Foundation Wealth Management, LLC 443.98%4.41%4.95%Q4 2022Q3 20234
Polaris Wealth Advisory Group, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Portland Global Advisors LLC 210.03%0.04%0.04%Q2 2021Q2 20234
Goldstein Advisors, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Lansing Street Advisors 310.00%0.60%0.85%Q1 2022Q2 20234
Kovitz Investment Group Partners, LLC 440.02%0.02%0.03%Q4 2017Q3 20184
PRESILIUM PRIVATE WEALTH, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Strategic Capital Group LLC 220.01%0.20%0.37%Q2 2013Q2 20144
Integrity Advisory, LLC 440.30%0.33%0.39%Q1 2022Q4 20224
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.03%0.03%0.04%Q4 2017Q3 20184
Aprio Wealth Management, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Breakwater Capital Group 440.43%0.61%0.74%Q4 2022Q3 20234
CONDOR CAPITAL MANAGEMENT 440.04%0.04%0.04%Q1 2019Q4 20194
Park Place Capital Corp 440.50%0.52%0.54%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Callan Family Office, LLC 440.09%0.11%0.13%Q4 2022Q3 20234
Allegis Investment Advisors, LLC 210.02%0.61%1.18%Q4 2015Q1 20174
Bleakley Financial Group, LLC 440.12%0.14%0.15%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Life Planning Partners, Inc 440.06%0.06%0.06%Q4 2021Q3 20224
SOUNDMARK WEALTH MANAGEMENT, LLC 440.21%0.27%0.32%Q4 2020Q3 20214
Stratos Wealth Advisors, LLC 210.02%0.03%0.04%Q1 2020Q2 20234
Beacon Pointe Wealth Advisors, LLC 440.04%0.06%0.07%Q1 2019Q4 20194
Grove Bank & Trust 440.02%0.02%0.04%Q4 2022Q3 20234
Enterprise Trust & Investment Co 440.02%0.02%0.02%Q3 2021Q2 20224
Institute for Wealth Management, LLC. 440.05%0.10%0.13%Q3 2013Q2 20144
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 440.07%0.08%0.08%Q4 2018Q3 20194
Virtu Financial LLC 310.02%0.04%0.07%Q2 2014Q4 20174
Revolve Wealth Partners, LLC 310.05%0.08%0.10%Q4 2021Q2 20234
Alpha Cubed Investments, LLC 440.16%0.21%0.26%Q4 2013Q3 20144
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
N.E.W. Advisory Services LLC 310.04%0.06%0.09%Q4 2020Q1 20224
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q4 2021Q3 20224
Fiduciary Alliance LLC 440.11%0.11%0.12%Q4 2022Q3 20234
FOUNDERS FINANCIAL SECURITIES LLC 440.12%0.16%0.20%Q1 2021Q4 20214
Allspring Global Investments Holdings, LLC 210.00%0.00%0.00%Q4 2021Q3 20234
Elmwood Wealth Management, Inc. 310.01%0.01%0.01%Q1 2018Q1 20204
NorthRock Partners, LLC 310.02%0.03%0.03%Q3 2021Q4 20224
Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Vestmark Advisory Solutions, Inc. 440.02%0.03%0.04%Q1 2022Q4 20224
MANAGED ACCOUNT ADVISORS LLC 440.00%0.00%0.00%Q3 2014Q2 20154
Gupta Wealth Management LLC 440.02%0.02%0.03%Q2 2015Q1 20164
Gryphon Financial Partners LLC 310.03%0.03%0.04%Q4 2017Q2 20224
Independent Advisor Alliance 310.01%0.04%0.12%Q4 2019Q3 20234
Financial Alternatives, Inc 440.36%0.37%0.38%Q4 2022Q3 20234
Professional Financial Advisors, LLC 210.14%0.41%0.68%Q2 2022Q3 20234
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Whitaker-Myers Wealth Managers, LTD. 440.86%0.92%0.99%Q4 2022Q3 20234
WealthPLAN Partners, LLC 220.00%0.01%0.02%Q2 2016Q2 20234
Main Street Financial Solutions, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
Miracle Mile Advisors, LLC 440.06%0.30%0.40%Q4 2022Q3 20234
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.02%Q1 2018Q3 20234
JFG Wealth Management, LLC 440.07%0.08%0.08%Q1 2022Q4 20224
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Selective Wealth Management, Inc. 210.00%0.01%0.01%Q4 2020Q3 20223
TOWNSQUARE CAPITAL LLC 330.01%0.02%0.03%Q4 2022Q2 20233
GAMBLE JONES INVESTMENT COUNSEL 330.02%0.02%0.02%Q2 2022Q4 20223
Legacy Financial Group LLC 210.00%0.39%0.64%Q2 2021Q3 20233
Fiduciary Planning LLC 330.06%0.08%0.09%Q3 2020Q1 20213
Jefferies Group LLC 330.01%0.01%0.02%Q2 2020Q4 20203
ENZI WEALTH 330.13%0.14%0.15%Q3 2022Q1 20233
PETRA FINANCIAL ADVISORS INC 210.18%0.21%0.24%Q4 2022Q3 20233
LaSalle St. Investment Advisors, LLC 330.15%0.17%0.20%Q4 2022Q2 20233
Freedman Financial Associates, Inc. 330.17%0.21%0.23%Q3 2021Q1 20223
CALTON & ASSOCIATES, INC. 330.08%0.20%0.33%Q2 2021Q4 20213
Ballew Advisors, Inc 330.02%0.02%0.02%Q1 2018Q3 20183
Executive Wealth Management, LLC 330.01%0.44%0.70%Q4 2018Q2 20193
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.01%0.03%Q1 2023Q3 20233
BTC Capital Management, Inc. 330.13%0.18%0.26%Q1 2015Q3 20153
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2021Q2 20223
Summit X, LLC 331.30%1.35%1.42%Q2 2017Q4 20173
BANK HAPOALIM BM 330.05%0.05%0.05%Q2 2015Q4 20153
Householder Group Estate & Retirement Specialist, LLC 110.03%0.06%0.08%Q3 2022Q3 20233
Swaine & Leidel Wealth Services, LLC 110.45%0.49%0.54%Q1 2021Q1 20223
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q4 2021Q4 20223
BAROMETER CAPITAL MANAGEMENT INC. 110.21%0.24%0.27%Q2 2016Q4 20223
Quadrant Private Wealth Management, LLC 330.69%0.72%0.75%Q4 2022Q2 20233
WBI INVESTMENTS, LLC 210.01%0.01%0.02%Q4 2016Q4 20173
RATIONAL ADVISORS LLC 330.02%0.06%0.08%Q4 2010Q2 20113
Y-Intercept (Hong Kong) Ltd 110.03%0.07%0.10%Q1 2022Q3 20233
FIRST AMERICAN TRUST, FSB 330.24%0.25%0.25%Q2 2013Q4 20133
FSA Wealth Management LLC 330.05%0.05%0.06%Q4 2019Q2 20203
HWG Holdings LP 330.01%0.01%0.01%Q2 2023Q4 20233
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.61%1.62%2.18%Q4 2021Q2 20223
ZRC WEALTH MANAGEMENT, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Novak Financial Planning, LLC 330.17%0.18%0.18%Q4 2020Q2 20213
Glass Jacobson Investment Advisors llc 211.40%1.45%1.49%Q4 2022Q3 20233
Acorn Wealth Advisors, LLC 330.11%0.12%0.12%Q4 2017Q2 20183
AlphaStar Capital Management, LLC 210.11%0.14%0.19%Q2 2021Q1 20223
RGT Wealth Advisors, LLC 330.24%0.26%0.30%Q3 2016Q1 20173
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2021Q2 20233
Objective Capital Management, LLC 210.19%0.21%0.24%Q4 2021Q3 20233
Partnervest Advisory Services LLC 210.09%0.13%0.15%Q1 2016Q1 20173
Epstein & White Financial LLC 330.46%1.52%2.49%Q1 2018Q3 20183
Genesis Wealth Advisors, LLC 330.06%0.06%0.06%Q4 2014Q2 20153
COLTON GROOME FINANCIAL ADVISORS, LLC 330.67%0.69%0.72%Q2 2021Q4 20213
Trexquant Investment LP 110.02%0.05%0.10%Q1 2020Q4 20213
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Bray Capital Advisors 330.10%0.33%0.46%Q1 2015Q3 20153
Divergent Wealth Advisors 330.01%0.01%0.01%Q1 2018Q3 20183
CreativeOne Wealth, LLC 210.03%0.03%0.03%Q1 2021Q4 20213
Peterson Wealth Advisors, LLC 330.18%0.21%0.27%Q4 2017Q2 20183
Chinook Capital Management 333.45%3.71%3.98%Q2 2013Q4 20133
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Strategic Capital Alternatives LLC 210.01%0.01%0.01%Q3 2014Q3 20153
STALEY CAPITAL ADVISERS INC 330.07%0.08%0.08%Q1 2018Q3 20183
GW HENSSLER & ASSOCIATES LTD 332.63%2.73%2.79%Q1 2023Q3 20233
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
SMITHBRIDGE ASSET MANAGEMENT INC/DE 330.16%0.17%0.17%Q2 2021Q4 20213
DRW Securities, LLC 330.06%0.09%0.15%Q2 2013Q4 20133
Willingdon Wealth Management 210.00%0.00%0.00%Q1 2019Q4 20193
HOLLENCREST CAPITAL MANAGEMENT 210.09%0.13%0.19%Q4 2013Q1 20173
Tranquility Partners, LLC 330.24%0.26%0.27%Q2 2019Q4 20193
Allegiant Private Advisors, LLC 330.38%0.40%0.42%Q4 2020Q2 20213
Bartlett & Co. LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Essex Savings Bank 330.00%0.01%0.01%Q4 2018Q2 20193
Argent Wealth Management LLC 330.63%0.70%0.76%Q4 2019Q2 20203
KMG FIDUCIARY PARTNERS, LLC 330.11%0.12%0.12%Q1 2023Q3 20233
First Citizens Asset Management, Inc. 330.19%0.21%0.22%Q1 2023Q3 20233
Quad-Cities Investment Group, LLC 330.01%0.01%0.02%Q1 2019Q3 20193
RHUMBLINE ADVISERS 210.00%0.00%0.00%Q1 2022Q2 20233
Journey Advisory Group, LLC 330.63%0.66%0.70%Q1 2023Q3 20233
CHAPIN DAVIS, INC. 330.10%0.10%0.11%Q1 2023Q3 20233
KLCM Advisors, Inc. 330.06%0.06%0.06%Q4 2016Q2 20173
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.01%Q1 2022Q4 20223
McElhenny Sheffield Capital Management, LLC 331.28%1.34%1.37%Q1 2023Q3 20233
Bellwether Investment Group, LLC 110.29%0.29%0.30%Q2 2016Q4 20162
Prostatis Group LLC 110.04%0.16%0.28%Q4 2019Q2 20232
Polianta Ltd 222.00%2.25%2.50%Q2 2017Q3 20172
SWS Partners 220.03%0.03%0.03%Q4 2017Q1 20182
Redhawk Wealth Advisors, Inc. 220.12%0.12%0.13%Q4 2021Q1 20222
Independent Family Office, LLC 220.20%0.20%0.20%Q2 2023Q3 20232
PARK AVENUE SECURITIES LLC 220.02%0.03%0.03%Q3 2019Q4 20192
Mount Yale Investment Advisors, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Riverwater Partners LLC 220.20%0.23%0.26%Q3 2023Q4 20232
SYM FINANCIAL Corp 220.01%0.01%0.01%Q3 2018Q4 20182
CEDAR CAPITAL, LLC 220.45%0.47%0.48%Q4 2016Q1 20172
Nemes Rush Group LLC 220.12%0.13%0.13%Q2 2023Q3 20232
Amplius Wealth Advisors, LLC 220.04%0.06%0.09%Q2 2022Q3 20222
RiverTree Advisors, LLC 221.29%1.34%1.39%Q3 2021Q4 20212
Capital Planning Advisors, LLC 220.06%0.06%0.06%Q3 2019Q4 20192
TAP Consulting, LLC 110.00%0.10%0.19%Q1 2019Q4 20212
Future Financial Wealth Managment LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Cosner Financial Group, LLC 223.42%4.15%4.87%Q2 2023Q3 20232
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Paradigm Financial Partners, LLC 220.10%0.10%0.10%Q1 2019Q2 20192
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2017Q3 20172
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Avidian Wealth Solutions, LLC 220.13%0.20%0.26%Q4 2021Q1 20222
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q3 20182
FSC Wealth Advisors, LLC 220.66%0.67%0.68%Q2 2022Q3 20222
BOYS ARNOLD & CO INC 220.04%0.04%0.05%Q4 2016Q1 20172
MBL Wealth, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
ATLAS CAPITAL ADVISORS LLC 220.01%0.02%0.03%Q4 2022Q1 20232
NewDay Solutions, LLC 110.15%0.84%1.52%Q4 2018Q2 20192
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.01%0.03%0.05%Q3 2020Q4 20202
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2021Q3 20212
BHK Investment Advisors, LLC 220.21%0.21%0.22%Q1 2018Q2 20182
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20192
WealthOne, LLC 110.09%0.11%0.14%Q3 2021Q1 20232
Pinnacle Private Wealth, LLC 220.25%0.26%0.27%Q1 2022Q2 20222
TFO Wealth Partners, LLC 110.00%0.00%0.01%Q3 2020Q2 20222
SITTNER & NELSON, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Stokes & Hubbell Capital Management, LLC 220.40%0.48%0.56%Q4 2018Q1 20192
Fiduciary Trust Co International of Pennsylvania 220.01%0.01%0.01%Q2 2019Q3 20192
WealthBridge Capital Management, LLC 220.01%0.02%0.03%Q4 2018Q1 20192
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Strategic Equity Management 220.15%0.18%0.22%Q1 2022Q2 20222
WESPAC Advisors, LLC 220.26%0.28%0.31%Q4 2021Q1 20222
MOULTON WEALTH MANAGEMENT, INC 220.42%0.48%0.54%Q1 2021Q2 20212
Corundum Trust Company, INC 225.50%5.58%5.66%Q2 2023Q3 20232
Parisi Gray Wealth Management 220.04%0.04%0.04%Q4 2017Q1 20182
DEAN INVESTMENT ASSOCIATES, LLC 110.05%0.06%0.07%Q4 2021Q4 20222
Portfolio Strategies, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Altium Wealth Management LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Family Asset Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Kathmere Capital Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Adams Wealth Management 110.00%1.10%2.19%Q4 2019Q3 20202
UNION SAVINGS BANK 220.03%0.03%0.03%Q2 2023Q3 20232
NEIRG Wealth Management, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Edge Wealth Management LLC 220.00%0.00%0.00%Q3 2019Q4 20192
FURE FINANCIAL CORP 221.55%2.00%2.45%Q1 2021Q2 20212
Truvestments Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MAS Advisors LLC 220.18%0.19%0.20%Q4 2021Q1 20222
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.01%Q1 2016Q3 20182
Independent Wealth Network Inc. 220.57%0.60%0.63%Q1 2022Q2 20222
West Branch Capital LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Bridgecreek Investment Management, LLC 220.02%0.02%0.02%Q2 2013Q3 20132
AlphaMark Advisors, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.01%0.01%0.01%Q3 2019Q4 20192
HIGHFIELDS CAPITAL MANAGEMENT LP 220.19%0.21%0.24%Q1 2017Q2 20172
Alaska Permanent Capital Management 220.05%0.05%0.05%Q2 2023Q3 20232
Schechter Investment Advisors, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
Optas, LLC 220.32%0.42%0.52%Q4 2019Q1 20202
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.06%0.06%0.06%Q2 2016Q3 20182
Sage Advisory Services, Ltd.Co. 226.64%6.70%6.76%Q4 2016Q1 20172
Wealthstar Advisors, LLC 220.66%1.00%1.35%Q2 2021Q3 20212
Virtue Capital Management, LLC 220.01%0.08%0.15%Q4 2017Q1 20182
Slocum, Gordon & Co LLP 220.01%0.01%0.02%Q2 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.34%0.39%0.43%Q4 2022Q3 20232
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Edge Capital Group, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Jacobi Capital Management LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Copperleaf Capital, LLC 221.53%1.55%1.58%Q1 2021Q2 20212
Covenant Partners, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
Ballentine Partners, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Grant Street Asset Management, Inc. 220.07%0.12%0.16%Q4 2020Q1 20212
Quantitative Advantage, LLC 228.26%9.81%11.35%Q2 2016Q3 20162
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.03%0.03%0.03%Q2 2022Q3 20222
FNY Investment Advisers, LLC 110.01%0.02%0.04%Q2 2018Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Idaho Trust Bank 221.93%2.04%2.16%Q2 2023Q3 20232
Core Wealth Advisors, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Ground Swell Capital, LLC 111.77%1.82%1.88%Q4 2021Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.08%0.09%0.09%Q4 2014Q1 20152
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2021Q4 20212
TRUE Private Wealth Advisors 110.00%0.02%0.03%Q3 2018Q1 20212
Fulcrum Equity Management 220.32%0.35%0.37%Q1 2021Q2 20212
NewSquare Capital LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Beacon Capital Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Virginia National Bank 222.66%2.90%3.14%Q1 2022Q2 20222
Chanos & Co LP 221.80%1.96%2.13%Q1 2019Q2 20192
Portfolio Strategies Inc 111.42%4.34%7.26%Q2 2014Q4 20162
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q4 2015Q1 20192
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q4 20212
Claraphi Advisory Network, LLC 110.04%0.06%0.08%Q3 2019Q1 20202
Beaumont Capital Management, LLC 110.41%0.46%0.52%Q3 2021Q1 20232
Live Oak Private Wealth LLC 220.05%0.05%0.05%Q2 2023Q3 20232
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q1 20222
Burns Matteson Capital Management, LLC 220.20%0.20%0.20%Q4 2022Q1 20232
LMCG INVESTMENTS, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
STIFEL NICOLAUS & CO INC \MO\ 220.11%0.12%0.12%Q2 2013Q3 20132
Advisor Resource Council 110.02%0.02%0.03%Q2 2021Q4 20212
Roble, Belko & Company, Inc 220.11%0.11%0.11%Q1 2015Q2 20152
ROPES WEALTH ADVISORS LLC 220.00%0.01%0.02%Q3 2020Q4 20202
Brown Miller Wealth Management, LLC 220.21%0.23%0.24%Q4 2022Q1 20232
Signator Financial Services, Inc. 220.85%0.87%0.88%Q2 2013Q3 20132
Foundations Investment Advisors, LLC 110.01%0.06%0.11%Q4 2018Q2 20222
ROBERTSON STEPHENS ADVISORS LLC 220.19%0.26%0.32%Q4 2016Q1 20172
BLB&B Advisors, LLC 220.05%0.05%0.05%Q4 2013Q1 20142
Bowman & Co S.C. 220.16%0.16%0.16%Q4 2021Q1 20222
Beaumont Financial Partners, LLC 110.02%0.03%0.04%Q3 2021Q3 20222
GFS Advisors, LLC 110.12%0.12%0.12%Q1 2016Q1 20161
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Graticule Asia Macro Advisors LLC 110.70%0.70%0.70%Q3 2016Q3 20161
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2020Q4 20201
Visionary Wealth Advisors 110.17%0.17%0.17%Q4 2019Q4 20191
SAWGRASS ASSET MANAGEMENT LLC 110.10%0.10%0.10%Q3 2023Q3 20231
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
Cyrus J. Lawrence, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cornerstone Planning Group LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Trust Co 110.01%0.01%0.01%Q3 2015Q3 20151
Carnick & Kubik, LLC 110.67%0.67%0.67%Q2 2014Q2 20141
Vivaldi Capital Management LP 110.31%0.31%0.31%Q2 2019Q2 20191
Forward Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
SILVER OAK SECURITIES, INCORPORATED 110.32%0.32%0.32%Q4 2022Q4 20221
Tempus Wealth Planning, LLC 110.18%0.18%0.18%Q3 2022Q3 20221
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2019Q1 20191
SANDERS MORRIS HARRIS LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Andrew Hill Investment Advisors, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
NewFocus Financial Group, LLC 110.38%0.38%0.38%Q4 2015Q4 20151
WIN ADVISORS, INC 110.02%0.02%0.02%Q1 2022Q1 20221
CONNING INC. 110.00%0.00%0.00%Q3 2019Q3 20191
BBJS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.16%0.16%0.16%Q1 2020Q1 20201
Arlington Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
All Terrain Financial Advisors, LLC 110.11%0.11%0.11%Q4 2017Q4 20171
Silicon Hills Wealth Management, LLC 110.70%0.70%0.70%Q4 2019Q4 20191
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2022Q1 20221
McCarthy Grittinger Financial Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
NorthCoast Asset Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
FIRST FINANCIAL EQUITY CORPORATION 110.20%0.20%0.20%Q1 2017Q1 20171
West Oak Capital, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Wambolt & Associates, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Transamerica Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Dakota Wealth Management 110.02%0.02%0.02%Q3 2023Q3 20231
Clarus Wealth Advisors 112.54%2.54%2.54%Q4 2022Q4 20221
Ascent Group, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
1 NORTH WEALTH SERVICES LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Peregrine Asset Advisers, Inc. 110.65%0.65%0.65%Q3 2023Q3 20231
Richwood Investment Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2015Q2 20151
Squar Milner Financial Services LLC 110.03%0.03%0.03%Q2 2018Q2 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Strid Group, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
CANANDAIGUA NATIONAL BANK & TRUST CO 110.05%0.05%0.05%Q4 2018Q4 20181
Permanens Capital L.P. 110.04%0.04%0.04%Q4 2020Q4 20201
Legacy Advisors, LLC 110.30%0.30%0.30%Q4 2019Q4 20191
Ruggaard & Associates LLC 110.12%0.12%0.12%Q2 2023Q2 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
VAN ECK ASSOCIATES CORP 110.15%0.15%0.15%Q1 2015Q1 20151
National Wealth Management Group, LLC 110.90%0.90%0.90%Q2 2023Q2 20231
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Heritage Trust Co 110.00%0.00%0.00%Q2 2017Q2 20171
CAPITAL CITY TRUST CO/FL 110.00%0.00%0.00%Q2 2013Q2 20131
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Verition Fund Management LLC 110.04%0.04%0.04%Q4 2013Q4 20131
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q3 2018Q3 20181
Garde Capital, Inc. 110.10%0.10%0.10%Q3 2014Q3 20141
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
RMR Wealth Builders 110.20%0.20%0.20%Q3 2020Q3 20201
Investmark Advisory Group LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Towerpoint Wealth, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
First County Bank /CT/ 110.11%0.11%0.11%Q4 2022Q4 20221
Jordan Park Group LLC 110.02%0.02%0.02%Q4 2019Q4 20191
PEAVINE CAPITAL, LLC 110.15%0.15%0.15%Q3 2018Q3 20181
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Valentine Capital Asset Management, Inc. 110.29%0.29%0.29%Q4 2011Q4 20111
Maltin Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Key Bridge Compliance, LLC 114.96%4.96%4.96%Q3 2023Q3 20231
Human Investing LLC 110.25%0.25%0.25%Q4 2018Q4 20181
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
THOROUGHBRED FINANCIAL SERVICES, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Sequoia Wealth Management, LLC 112.20%2.20%2.20%Q3 2018Q3 20181
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CABANA LLC 110.16%0.16%0.16%Q4 2018Q4 20181
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
CHURCHILL MANAGEMENT Corp 110.28%0.28%0.28%Q1 2017Q1 20171
Surevest, LLC 110.21%0.21%0.21%Q4 2018Q4 20181
JOYN Advisors, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2019Q4 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LifePlan Financial Group, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
Sawyer & Company, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Triangle Securities Wealth Management 110.01%0.01%0.01%Q2 2013Q2 20131
Bayesian Capital Management, LP 110.05%0.05%0.05%Q1 2020Q1 20201
Strategic Asset Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Financial Gravity Companies, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BANQUE PICTET & CIE SA 110.03%0.03%0.03%Q4 2016Q4 20161
Gunderson Capital Management Inc. 110.34%0.34%0.34%Q1 2021Q1 20211
Shepherd Financial Partners LLC 110.04%0.04%0.04%Q4 2021Q4 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
GENWORTH FINANCIAL INC 110.00%0.00%0.00%Q2 2013Q2 20131
First Allied Asset Management, Inc. 110.10%0.10%0.10%Q3 2014Q3 20141
Northwest Bank & Trust Co 110.07%0.07%0.07%Q2 2023Q2 20231
Westshore Wealth, LLC 110.40%0.40%0.40%Q4 2019Q4 20191
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Avion Wealth 110.01%0.01%0.01%Q1 2023Q1 20231
Shilanski & Associates, Inc. 110.19%0.19%0.19%Q3 2022Q3 20221
PCA Investment Advisory Services Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 110.06%0.06%0.06%Q3 2016Q3 20161
Paragon Capital Management Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
ADIRONDACK TRUST CO 110.01%0.01%0.01%Q2 2016Q2 20161
ATTICUS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Semmax Financial Advisors Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Geller Advisors LLC 110.20%0.20%0.20%Q4 2013Q4 20131
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Doman Group, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Zurich Insurance Group Ltd/FI 110.06%0.06%0.06%Q4 2016Q4 20161
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Mill Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Financial Insights, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
Pinnacle Wealth Advisors 110.10%0.10%0.10%Q2 2021Q2 20211
New Hampshire Trust 110.01%0.01%0.01%Q1 2023Q1 20231
Per Stirling Capital Management, LLC. 110.04%0.04%0.04%Q4 2022Q4 20221
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
FIRST HORIZON CORP 110.22%0.22%0.22%Q2 2013Q2 20131
Ignite Planners, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Cardan Capital Partners, LLC 111.21%1.21%1.21%Q1 2017Q1 20171
Hoover Financial Advisors, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
SCOTIA CAPITAL INC. 110.04%0.04%0.04%Q1 2022Q1 20221
Reby Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
BEAM WEALTH ADVISORS, INC. 110.64%0.64%0.64%Q4 2019Q4 20191
Bridge Advisory, LLC 110.25%0.25%0.25%Q4 2020Q4 20201
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SBK Financial, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
TFG Advisers LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Diversified Trust Co 110.01%0.01%0.01%Q3 2021Q3 20211
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Tradewinds, LLC. 110.73%0.73%0.73%Q4 2022Q4 20221
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Paloma Partners Management Co 110.00%0.00%0.00%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Tuttle Capital Management, LLC 117.23%7.23%7.23%Q3 2014Q3 20141
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
GRIMES & COMPANY, INC. 110.02%0.02%0.02%Q1 2019Q1 20191
Envestnet Portfolio Solutions, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
SFMG, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
HNP Capital LLC 111.04%1.04%1.04%Q1 2020Q1 20201
Lebenthal Holdings,LLC 110.05%0.05%0.05%Q2 2016Q2 20161
NEW ENGLAND ASSET MANAGEMENT INC 110.07%0.07%0.07%Q2 2013Q2 20131
Bridgeworth, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
United Community Bank 110.25%0.25%0.25%Q3 2023Q3 20231
Cambria Investment Management, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Nauset Wealth Management. LLC 112.72%2.72%2.72%Q1 2022Q1 20221
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
PATTEN & PATTEN INC/TN 110.02%0.02%0.02%Q3 2013Q3 20131
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Circle Wealth Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
TDAM USA INC. 110.27%0.27%0.27%Q3 2013Q3 20131
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Alpha DNA Investment Management LLC 110.10%0.10%0.10%Q1 2023Q1 20231
NICOLET BANKSHARES INC 110.06%0.06%0.06%Q2 2022Q2 20221
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Penobscot Investment Management Company, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
South Shore Capital Advisors 111.21%1.21%1.21%Q2 2021Q2 20211
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Wick Capital Partners, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.06%0.06%0.06%Q4 2013Q4 20131
Forefront Analytics, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MITCHELL MCLEOD PUGH & WILLIAMS INC 110.14%0.14%0.14%Q3 2020Q3 20201
Ergoteles LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Essex Financial Services, Inc. 110.07%0.07%0.07%Q1 2014Q1 20141
Buttonwood Financial Advisors Inc. 110.14%0.14%0.14%Q2 2023Q2 20231
Spotlight Asset Group, Inc. 110.89%0.89%0.89%Q1 2021Q1 20211
GoalVest Advisory LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Busey Bank 110.01%0.01%0.01%Q4 2019Q4 20191
F3Logic, LLC 110.24%0.24%0.24%Q3 2020Q3 20201
MARSHWINDS ADVISORY CO 110.00%0.00%0.00%Q2 2013Q2 20131
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Aries Wealth Management 113.05%3.05%3.05%Q1 2022Q1 20221
McGlone Suttner Wealth Management, Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
ELM ADVISORS, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
LOEB PARTNERS CORP 110.01%0.01%0.01%Q4 2018Q4 20181
B&D White Capital Company, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Independent Portfolio Consultants, Inc. 110.11%0.11%0.11%Q1 2017Q1 20171
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
OLD MISSION CAPITAL LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Lighthouse Financial Advisors, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
DHJJ Financial Advisors, Ltd. 110.04%0.04%0.04%Q3 2023Q3 20231
Abacus Planning Group, Inc. 110.14%0.14%0.14%Q3 2019Q3 20191
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Waypoint Capital Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
ORSER CAPITAL MANAGEMENT, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Legacy Trust 110.10%0.10%0.10%Q4 2022Q4 20221
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Beaumont Asset Management, L.L.C. 111.20%1.20%1.20%Q2 2023Q2 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Clean Yield Group 110.04%0.04%0.04%Q3 2023Q3 20231
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Tradewinds Capital Management, LLC 110.05%0.05%0.05%Q2 2015Q2 20151
OPPENHEIMER ASSET MANAGEMENT INC. 110.02%0.02%0.02%Q1 2017Q1 20171
External links

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