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 2023111
HUNTINGTON NATIONAL BANK 3910.00%0.04%0.11%Q1 2009Q3 202359
Cutler Group LLC / CA 32320.00%0.00%0.04%Q4 2015Q3 202357
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.05%Q1 2012Q3 202352
JANE STREET GROUP, LLC 910.00%0.01%0.05%Q2 2014Q3 202347
HSBC HOLDINGS PLC 47470.00%0.01%0.05%Q1 2012Q3 202347
BANK OF AMERICA CORP /DE/ 42420.00%0.05%0.07%Q2 2013Q3 202345
Montecito Bank & Trust 43430.45%0.71%1.14%Q2 2013Q4 202343
Cetera Advisor Networks LLC 43430.06%0.09%0.19%Q1 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.05%Q2 2013Q3 202343
COMMERCE BANK 43430.07%0.10%0.15%Q1 2013Q3 202343
PARK NATIONAL CORP /OH/ 43430.03%0.13%0.28%Q2 2013Q4 202343
Veritable, L.P. 43430.03%0.06%0.11%Q4 2012Q2 202343
Sandy Spring Bank 42420.01%0.39%0.48%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.07%0.36%2.19%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.03%0.06%0.09%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Legacy Private Trust Co. 42420.10%0.34%0.91%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.03%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.21%0.34%0.48%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.03%0.05%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.01%0.19%0.40%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.07%0.09%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.31%0.46%0.65%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.04%0.16%0.30%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.22%1.23%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.91%2.31%Q2 2013Q3 202342
Stillwater Capital Advisors, LLC 42421.34%2.29%2.94%Q2 2013Q3 202342
LPL Financial LLC 42420.10%0.16%0.35%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.05%0.08%0.12%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.02%0.02%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.05%0.45%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.04%0.06%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.07%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 42420.56%0.80%1.02%Q2 2013Q3 202342
Creative Planning 42420.01%0.02%0.03%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.05%0.08%0.09%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.02%0.03%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.02%0.11%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42420.69%1.61%2.43%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.05%0.07%0.10%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.04%0.10%0.26%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.17%0.23%0.39%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.07%0.13%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.07%0.29%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.11%Q2 2013Q3 202341
Cetera Advisors LLC 41410.04%0.13%0.33%Q3 2013Q3 202341
FMR LLC 4010.00%0.00%0.01%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.03%0.07%Q2 2013Q2 202341
Capital Investment Advisors, LLC 41410.32%0.56%0.76%Q4 2013Q4 202341
SCOTIA CAPITAL INC. 41410.01%0.02%0.05%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.04%0.07%0.16%Q2 2013Q3 202341
D L CARLSON INVESTMENT GROUP INC 40400.08%0.15%0.23%Q4 2013Q3 202340
MERIDIAN MANAGEMENT CO 40400.15%0.23%0.36%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.04%0.21%0.40%Q4 2013Q3 202340
CARRET ASSET MANAGEMENT, LLC 40400.06%0.10%0.17%Q4 2013Q3 202340
PARSONS CAPITAL MANAGEMENT INC/RI 40400.10%0.14%0.22%Q4 2013Q3 202340
Financial Architects, Inc 3640.08%0.14%0.26%Q2 2013Q2 202340
GLENMEDE TRUST CO NA 20200.00%0.00%0.01%Q2 2013Q3 202340
Citadel Advisors 1310.00%0.00%0.01%Q2 2014Q3 202340
Raymond James Financial Services Advisors, Inc. 3020.07%0.12%0.16%Q2 2013Q3 202340
Janney Montgomery Scott LLC 40400.01%0.07%0.35%Q3 2013Q2 202340
STIFEL FINANCIAL CORP 39390.00%0.03%0.08%Q1 2014Q3 202339
Joel Isaacson & Co., LLC 39390.07%0.09%0.12%Q1 2014Q3 202339
Regal Investment Advisors LLC 2710.08%0.18%0.60%Q2 2013Q3 202339
CREDIT SUISSE AG/ 1920.00%0.00%0.01%Q1 2013Q3 202339
Bartlett & Co. LLC 23160.00%0.02%0.06%Q1 2014Q4 202339
CIBC Private Wealth Group, LLC 39390.02%0.03%0.04%Q1 2014Q3 202339
B. Riley Wealth Advisors, Inc. 3270.04%0.09%0.23%Q3 2013Q3 202339
Advisory Services Network, LLC 27120.01%0.16%0.47%Q4 2013Q3 202339
J.P. Morgan Private Wealth Advisors LLC 3710.00%0.02%0.17%Q2 2013Q3 202338
Cutter & CO Brokerage, Inc. 38380.08%0.21%0.37%Q2 2014Q3 202338
Chesley Taft & Associates LLC 38380.02%0.04%0.06%Q2 2014Q3 202338
CENTRAL TRUST Co 38380.00%0.00%0.01%Q2 2014Q3 202338
Madden Advisory Services, Inc. 3530.16%0.60%1.15%Q4 2013Q3 202338
DOWLING & YAHNKE LLC 38380.04%0.05%0.07%Q2 2013Q3 202238
ASSETMARK, INC 2510.00%0.36%2.77%Q3 2013Q3 202337
BEACH INVESTMENT COUNSEL INC/PA 37370.04%0.08%0.15%Q4 2014Q4 202337
MURPHY CAPITAL MANAGEMENT INC 37370.25%0.29%0.33%Q2 2013Q2 202237
Carnegie Capital Asset Management, LLC 37370.11%0.20%0.35%Q3 2014Q3 202337
CIBC WORLD MARKET INC. 23140.00%0.01%0.02%Q1 2014Q3 202337
Tower Research Capital LLC (TRC) 1620.00%0.14%0.97%Q2 2013Q3 202336
Prospera Financial Services Inc 2880.05%1.30%6.72%Q2 2013Q3 202336
M&T BANK CORP 21150.01%0.01%0.02%Q3 2014Q3 202336
CONDOR CAPITAL MANAGEMENT 36360.22%0.33%0.46%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.46%0.61%0.80%Q4 2014Q3 202336
ACG Wealth 36360.43%0.62%0.99%Q4 2013Q3 202236
UBS Group AG 36360.04%0.05%0.08%Q4 2014Q3 202336
AlphaMark Advisors, LLC 36360.00%0.55%1.82%Q4 2014Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.02%Q2 2013Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.22%0.39%0.62%Q4 2014Q3 202336
Affiance Financial, LLC 36360.17%0.51%2.46%Q4 2014Q3 202336
Quantitative Advantage, LLC 3241.88%3.78%6.56%Q1 2014Q1 202336
FIFTH THIRD BANCORP 2970.00%0.00%0.00%Q2 2013Q3 202336
First Heartland Consultants, Inc. 3150.03%0.18%0.68%Q2 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.02%0.05%0.08%Q4 2014Q3 202336
PITCAIRN CO 3410.02%0.05%0.09%Q4 2013Q2 202335
BlackRock Inc. 2870.00%0.00%0.01%Q2 2014Q3 202335
Roble, Belko & Company, Inc 35350.01%0.02%0.04%Q1 2015Q3 202335
NAVELLIER & ASSOCIATES INC 1030.01%0.61%2.12%Q1 2013Q3 202335
CKW FINANCIAL GROUP 35350.00%0.00%0.01%Q1 2015Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.01%Q2 2013Q4 202135
Carroll Financial Associates, Inc. 35350.00%0.04%0.11%Q2 2013Q4 202135
THRIVENT FINANCIAL FOR LUTHERANS 1920.00%0.01%0.08%Q2 2013Q3 202335
BINGHAM OSBORN & SCARBOROUGH LLC 34340.05%0.07%0.10%Q2 2013Q3 202134
Bray Capital Advisors 3040.00%0.04%0.07%Q1 2015Q3 202334
Endurance Wealth Management, Inc. 34340.03%0.06%0.09%Q1 2015Q2 202334
Choate Investment Advisors 2010.01%0.03%0.06%Q1 2014Q3 202333
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 1910.05%0.08%0.10%Q1 2015Q3 202333
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2120.00%0.02%0.14%Q4 2013Q3 202332
Essex Financial Services, Inc. 19130.04%0.11%0.17%Q3 2013Q3 202332
RAYMOND JAMES TRUST N.A. 32320.02%0.03%0.05%Q4 2015Q3 202332
COURIER CAPITAL LLC 1960.03%0.04%0.05%Q1 2014Q3 202332
SIGNATUREFD, LLC 1920.00%0.02%0.24%Q2 2013Q3 202332
Barrett Asset Management, LLC 32320.00%0.00%0.01%Q1 2014Q4 202132
NORTHERN TRUST CORP 2710.00%0.00%0.00%Q1 2014Q3 202332
HOWARD CAPITAL MANAGEMENT 32321.53%2.04%2.54%Q1 2013Q4 202032
Stratos Wealth Partners, LTD. 2930.03%0.14%0.28%Q4 2014Q3 202332
PALLADIUM PARTNERS LLC 2610.01%0.02%0.03%Q2 2013Q1 202231
IFP Advisors, Inc 17140.01%0.05%0.11%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.05%0.08%0.17%Q1 2016Q3 202331
Asset Dedication, LLC 2650.02%0.05%0.07%Q4 2015Q3 202331
Sigma Planning Corp 2920.04%0.07%0.16%Q1 2015Q3 202331
Transamerica Financial Advisors, Inc. 2310.10%1.34%6.93%Q2 2013Q3 202331
Avior Wealth Management, LLC 31310.00%0.00%0.00%Q1 2016Q3 202331
CWM, LLC 2280.00%0.20%1.12%Q1 2016Q3 202330
Capital Planning Advisors, LLC 30300.05%0.82%1.55%Q4 2014Q1 202230
Kovack Advisors, Inc. 2820.04%0.14%0.40%Q4 2015Q3 202330
Snowden Capital Advisors LLC 2280.05%0.12%0.24%Q1 2016Q3 202330
Transform Wealth, LLC 2540.06%0.62%1.48%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.04%0.11%0.31%Q2 2013Q3 202030
COMERICA BANK 1510.00%0.01%0.02%Q1 2015Q3 202330
BROWN ADVISORY INC 2640.00%0.00%0.00%Q2 2013Q3 202330
Kalos Management, Inc. 1630.01%0.47%1.83%Q4 2015Q2 202329
Glenview Trust Co 2810.02%0.04%0.08%Q4 2015Q3 202329
PEOPLES BANK /OH 2720.12%0.17%0.28%Q4 2015Q3 202329
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.08%0.56%Q4 2013Q4 202029
Country Club Trust Company, n.a. 29290.15%0.21%0.30%Q4 2014Q4 202129
Mechanics Bank Trust Department 29290.71%1.14%1.50%Q3 2016Q3 202329
Johnson Financial Group, Inc. 2610.00%0.01%0.06%Q2 2013Q3 202329
NewEdge Advisors, LLC 28280.10%0.25%0.45%Q4 2016Q3 202328
SPC Financial, Inc. 28280.05%2.51%4.25%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.06%0.10%0.13%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.02%0.04%0.25%Q4 2016Q3 202328
Hanson & Doremus Investment Management 28280.02%0.04%0.07%Q4 2016Q3 202328
CAPTRUST FINANCIAL ADVISORS 28280.01%0.04%0.17%Q4 2016Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 28280.01%0.01%0.02%Q4 2016Q3 202328
KCM INVESTMENT ADVISORS LLC 28280.02%0.03%0.05%Q4 2014Q3 202128
Sargent Bickham Lagudis LLC 28280.15%0.23%0.28%Q1 2016Q4 202228
WASHINGTON TRUST BANK 28280.05%0.09%0.13%Q4 2016Q3 202328
NEXT Financial Group, Inc 1410.00%0.07%0.20%Q2 2014Q4 202128
BLAIR WILLIAM & CO/IL 28280.00%0.01%0.01%Q4 2016Q3 202328
WINTRUST INVESTMENTS LLC 17110.07%0.13%0.34%Q3 2016Q3 202328
OPTIMUM INVESTMENT ADVISORS 2440.00%0.03%0.06%Q2 2014Q4 202328
IHT Wealth Management, LLC 28280.01%0.16%0.27%Q4 2016Q3 202328
SSI INVESTMENT MANAGEMENT LLC 28280.17%0.30%0.48%Q4 2015Q3 202228
Vivaldi Capital Management LP 27270.00%0.18%1.03%Q1 2017Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 27270.01%0.08%0.57%Q1 2017Q3 202327
BANQUE PICTET & CIE SA 2160.01%0.02%0.04%Q4 2013Q3 202027
DAVENPORT & Co LLC 2610.00%0.01%0.01%Q1 2015Q3 202327
HCR Wealth Advisors 27270.18%0.25%0.36%Q1 2017Q3 202327
Conservest Capital Advisors, Inc. 27270.08%0.13%0.30%Q1 2017Q3 202327
BURNS J W & CO INC/NY 27270.05%0.07%0.08%Q1 2017Q3 202327
GRIMES & COMPANY, INC. 27270.02%0.93%2.02%Q3 2016Q1 202327
Global Retirement Partners, LLC 2070.04%0.09%0.16%Q4 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.02%0.08%0.14%Q1 2017Q3 202327
Simmons Bank 27270.25%0.36%0.50%Q1 2017Q3 202327
RWA WEALTH PARTNERS, LLC 27270.01%0.31%1.44%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.16%0.72%Q2 2013Q4 201927
Cribstone Capital Management, LLC 27270.01%0.02%0.06%Q2 2016Q4 202227
Pinnacle Advisory Group, Inc. 2611.92%8.24%13.29%Q2 2014Q1 202127
BB&T SECURITIES, LLC 26260.01%0.09%0.48%Q2 2013Q3 201926
Atria Investments, Inc 710.01%0.41%1.72%Q2 2013Q3 202326
TIEDEMANN ADVISORS, LLC 26260.02%0.03%0.06%Q2 2017Q3 202326
Anchor Investment Management, LLC 26260.02%0.06%0.10%Q3 2017Q4 202326
BNP PARIBAS FINANCIAL MARKETS 1310.00%0.00%0.03%Q1 2015Q3 202326
WESBANCO BANK INC 15110.01%0.03%0.04%Q1 2017Q3 202326
Founders Capital Management 13130.02%0.03%0.08%Q1 2017Q4 202326
MML INVESTORS SERVICES, LLC 26260.10%0.23%0.59%Q2 2017Q3 202326
Simplicity Solutions, LLC 810.01%0.42%3.09%Q4 2014Q3 202325
BANK OF NOVA SCOTIA 14110.00%0.00%0.01%Q1 2013Q2 202125
MONROE BANK & TRUST/MI 25251.73%2.91%4.89%Q2 2013Q2 201925
Westside Investment Management, Inc. 1510.04%0.20%0.30%Q4 2016Q3 202325
Burt Wealth Advisors 25250.01%0.01%0.03%Q4 2014Q4 202025
V Wealth Advisors LLC 14110.07%0.12%0.17%Q1 2017Q2 202325
Private Wealth Advisors, Inc. 25250.28%0.40%0.55%Q2 2013Q2 201925
Coastal Bridge Advisors, LLC 25250.12%0.18%0.24%Q3 2017Q3 202325
Sunbelt Securities, Inc. 25250.02%0.16%0.26%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.02%0.04%0.08%Q2 2017Q2 202325
Valeo Financial Advisors, LLC 25250.00%0.02%0.03%Q3 2017Q3 202325
AdvisorNet Financial, Inc 24240.00%0.07%0.22%Q4 2017Q3 202324
Avantax Planning Partners, Inc. 2310.01%0.02%0.03%Q4 2016Q3 202324
Mutual Advisors, LLC 24240.10%0.29%0.66%Q4 2017Q3 202324
DEUTSCHE BANK AG\ 1350.00%0.00%0.00%Q3 2013Q3 202324
First City Capital Management, Inc. 1230.09%0.17%0.26%Q2 2013Q3 202324
Front Row Advisors LLC 24240.09%0.11%0.13%Q4 2017Q3 202324
Krilogy Financial LLC 2310.19%0.22%0.29%Q3 2015Q3 202124
CLIFFORD SWAN INVESTMENT COUNSEL LLC 24240.04%0.07%0.09%Q4 2017Q3 202324
New Potomac Partners, LLC 24241.28%1.91%2.44%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.07%0.14%Q4 2017Q3 202324
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1860.02%0.25%0.70%Q2 2013Q2 202124
OneDigital Investment Advisors LLC 24240.00%0.35%1.01%Q4 2017Q3 202324
IFG Advisory, LLC 24240.08%0.15%0.29%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.02%0.02%0.03%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24240.15%0.33%0.86%Q4 2017Q3 202324
Baird Financial Group, Inc. 1910.00%0.01%0.01%Q2 2015Q3 202324
TRUIST FINANCIAL CORP 1610.01%0.02%0.03%Q3 2013Q3 202324
Evercore Wealth Management, LLC 1210.00%0.00%0.01%Q2 2013Q3 202324
CENTAURUS FINANCIAL, INC. 24240.01%0.08%0.19%Q4 2017Q3 202324
TORONTO DOMINION BANK 23230.00%0.00%0.00%Q1 2013Q3 201823
Moloney Securities Asset Management, LLC 23230.20%0.41%0.98%Q1 2018Q3 202323
Sutton Wealth Advisors Inc. 23230.01%0.04%0.24%Q1 2018Q3 202323
Ballew Advisors, Inc 23230.15%0.48%0.93%Q1 2018Q3 202323
LINCOLN NATIONAL CORP 23230.01%0.03%0.08%Q1 2018Q3 202323
HT Partners LLC 1230.07%2.35%10.51%Q2 2013Q3 202323
WHITTIER TRUST CO OF NEVADA INC 23230.01%0.01%0.01%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.06%0.29%0.70%Q4 2017Q3 202323
Matthew Goff Investment Advisor, LLC 2030.36%0.43%0.49%Q3 2017Q2 202323
Chesapeake Wealth Management 1930.09%0.12%0.20%Q1 2018Q3 202322
Clearwater Capital Advisors, LLC 22220.04%0.13%0.22%Q2 2016Q3 202122
REGENTATLANTIC CAPITAL LLC 2110.01%0.02%0.03%Q4 2014Q3 202222
TRUE Private Wealth Advisors 1840.03%0.27%1.68%Q1 2018Q3 202322
RAND WEALTH, LLC 22220.05%0.07%0.08%Q2 2013Q3 201822
Hartford Financial Management Inc. 870.01%0.01%0.01%Q2 2013Q1 201922
PEDDOCK CAPITAL ADVISORS, LLC 1110.04%0.06%0.10%Q3 2016Q3 202321
SPINNAKER TRUST 21210.03%0.04%0.04%Q3 2018Q3 202321
RPg Family Wealth Advisory, LLC 940.01%0.19%0.47%Q1 2016Q1 202221
GIRARD PARTNERS LTD. 21210.03%0.08%0.14%Q3 2018Q3 202321
United Capital Management of KS, Inc. 21210.18%0.48%0.86%Q3 2018Q3 202321
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.00%Q3 2014Q2 202321
MONTAG A & ASSOCIATES INC 21210.02%0.05%0.10%Q3 2018Q3 202321
Lido Advisors, LLC 2010.04%0.19%0.64%Q1 2016Q3 202321
Capital Directions Investment Advisors, LLC 1210.02%0.08%0.16%Q2 2014Q4 202221
High Falls Advisors, Inc 630.04%0.56%3.46%Q4 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.14%0.51%Q3 2018Q3 202321
DIVIDEND ASSETS CAPITAL, LLC 1410.00%0.01%0.01%Q2 2013Q3 202221
SYNOVUS FINANCIAL CORP 11100.00%0.00%0.01%Q2 2018Q3 202321
Laird Norton Wetherby Wealth Management, LLC 21210.02%0.03%0.04%Q3 2017Q3 202221
Sawyer & Company, Inc 21210.03%0.04%0.05%Q1 2018Q1 202321
Vantage Investment Advisors, LLC 20200.08%0.11%0.14%Q4 2013Q3 201820
Laurel Wealth Advisors LLC 20200.25%0.34%0.48%Q4 2018Q3 202320
Atlas Brown,Inc. 20200.11%0.16%0.22%Q4 2018Q3 202320
Fieldpoint Private Securities, LLC 1010.05%0.07%0.12%Q1 2017Q2 202220
American Portfolios Advisors 20200.02%0.06%0.13%Q4 2017Q3 202220
Principle Wealth Partners LLC 20200.09%0.17%0.31%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20201.20%1.71%2.09%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.02%0.05%Q4 2018Q3 202320
WEDBUSH SECURITIES INC 20200.02%0.03%0.04%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.01%0.01%0.02%Q3 2017Q2 202220
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.01%0.04%0.46%Q1 2016Q4 202020
Magnus Financial Group LLC 20200.06%0.16%0.36%Q4 2018Q3 202320
Ironwood Financial, llc 1640.03%0.06%0.12%Q4 2014Q4 201920
RiverFront Investment Group, LLC 20201.24%1.81%3.12%Q4 2018Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.20%0.23%0.27%Q4 2018Q3 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 830.07%0.20%1.08%Q2 2014Q3 202220
Pinnacle Family Advisors, LLC 1110.11%0.95%3.14%Q1 2017Q3 202320
Northeast Financial Consultants Inc 1910.02%0.11%0.16%Q2 2018Q3 202320
STALEY CAPITAL ADVISERS INC 20200.15%0.26%0.33%Q4 2018Q3 202320
BAHL & GAYNOR INC 20200.06%0.07%0.08%Q2 2013Q1 201820
Brightworth 1910.18%0.25%0.29%Q3 2017Q3 202220
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.05%0.24%Q4 2018Q3 202320
SeaCrest Wealth Management, LLC 1460.01%0.06%0.09%Q4 2017Q3 202320
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20200.06%0.08%0.13%Q4 2018Q3 202320
Meridian Wealth Advisors, LLC 20200.21%0.32%0.44%Q4 2018Q3 202320
Brookstone Capital Management 1320.01%0.36%1.36%Q4 2013Q3 202320
SALEM INVESTMENT COUNSELORS INC 1820.00%0.00%0.00%Q4 2016Q3 202320
Heritage Wealth Advisors 20200.00%0.00%0.01%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.14%0.18%0.23%Q4 2018Q3 202320
BOKF, NA 910.00%0.01%0.01%Q3 2017Q3 202320
TrinityPoint Wealth, LLC 20200.10%0.19%0.30%Q4 2018Q3 202320
Allen Investment Management, LLC 1910.01%0.01%0.02%Q1 2016Q3 202320
CONFLUENCE INVESTMENT MANAGEMENT LLC 20200.03%0.38%0.96%Q2 2013Q1 201820
Rockefeller Capital Management L.P. 19190.02%0.04%0.19%Q1 2019Q3 202319
DAGCO, INC. 1720.11%0.24%0.39%Q4 2018Q3 202319
F3Logic, LLC 19190.02%0.17%0.62%Q2 2018Q4 202219
WEALTHSOURCE PARTNERS, LLC 1510.06%0.46%2.22%Q3 2016Q3 202319
Wealthstar Advisors, LLC 1090.07%0.38%0.85%Q1 2018Q3 202319
Private Capital Group, LLC 19190.17%0.67%1.40%Q4 2017Q2 202219
MYCIO WEALTH PARTNERS, LLC 1450.00%0.01%0.03%Q2 2013Q4 201919
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.05%0.09%0.14%Q1 2019Q3 202319
Executive Wealth Management, LLC 19190.01%0.04%0.05%Q1 2019Q3 202319
Capital Analysts, LLC 19190.00%0.01%0.06%Q1 2019Q3 202319
SCHNIEDERS CAPITAL MANAGEMENT LLC 19190.11%0.15%0.18%Q1 2019Q3 202319
Allworth Financial LP 19190.00%0.01%0.06%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Voya Financial Advisors, Inc. 19190.02%0.04%0.14%Q3 2016Q1 202119
Hilltop Holdings Inc. 1270.03%0.23%0.76%Q2 2013Q3 202319
SG Americas Securities, LLC 1010.00%0.02%0.09%Q2 2013Q1 201919
AMERICAN NATIONAL BANK 19190.00%0.00%0.00%Q1 2019Q3 202319
FAS Wealth Partners, Inc. 1630.02%0.06%0.15%Q4 2013Q3 202319
WEBSTER BANK, N. A. 19190.00%0.01%0.01%Q4 2016Q2 202119
TSFG, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
ADVISOR PARTNERS LLC 19190.02%0.03%0.05%Q4 2017Q2 202219
WMS Partners, LLC 1510.02%0.05%0.09%Q3 2018Q3 202319
KEYBANK NATIONAL ASSOCIATION/OH 19190.00%0.01%0.01%Q1 2019Q3 202319
Plante Moran Financial Advisors, LLC 1410.00%0.02%0.04%Q1 2018Q3 202319
Bremer Bank National Association 19190.04%0.07%0.10%Q1 2019Q3 202319
Chicago Partners Investment Group LLC 1720.01%0.03%0.05%Q2 2018Q3 202319
Hudock, Inc. 1630.00%0.00%0.02%Q1 2015Q3 202219
Circle Wealth Management, LLC 19190.01%0.06%0.08%Q1 2019Q3 202319
Lenox Wealth Advisors, LLC 18180.04%0.05%0.06%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.02%0.04%0.05%Q2 2013Q3 201718
AE Wealth Management LLC 18180.01%0.09%0.24%Q2 2019Q3 202318
FIFTH THIRD SECURITIES, INC. 810.31%0.56%1.18%Q1 2016Q3 202318
NATIONAL PLANNING CORP 18180.05%0.27%0.64%Q2 2013Q3 201718
ALLIANCEBERNSTEIN L.P. 1610.00%0.00%0.00%Q1 2014Q3 202318
SUNTRUST BANKS INC 1620.00%0.00%0.01%Q2 2013Q3 201918
LAKE STREET PRIVATE WEALTH, LLC 18180.16%0.25%0.32%Q2 2019Q3 202318
HM PAYSON & CO 18180.00%0.01%0.01%Q2 2019Q3 202318
PFG Advisors 1350.04%0.10%0.25%Q4 2017Q3 202318
Belpointe Asset Management LLC 1610.02%0.07%0.21%Q4 2017Q1 202318
Ancora Advisors LLC 1610.00%0.01%0.02%Q4 2016Q3 202318
Abundance Wealth Counselors 1110.06%0.18%0.29%Q4 2018Q3 202318
Gladstone Institutional Advisory LLC 18180.02%0.07%0.12%Q2 2019Q3 202318
SVB WEALTH LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 18180.01%0.02%0.04%Q2 2019Q3 202318
Family Management Corp 18180.05%0.07%0.10%Q2 2019Q3 202318
Advisory Alpha, LLC 910.02%0.08%0.24%Q4 2018Q3 202318
Freestone Capital Holdings, LLC 18180.01%0.03%0.05%Q2 2019Q3 202318
Avidian Wealth Solutions, LLC 1310.02%0.07%0.16%Q2 2014Q3 202318
First Personal Financial Services 18180.01%0.01%0.02%Q2 2019Q3 202318
Peachtree Investment Advisors, Inc. 18180.06%1.67%2.90%Q3 2014Q4 201818
M Holdings Securities, Inc. 820.08%0.21%0.29%Q3 2014Q1 202318
Koshinski Asset Management, Inc. 1020.05%0.19%0.25%Q3 2018Q3 202318
NWAM LLC 1260.02%0.13%0.29%Q1 2019Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 18180.02%0.38%0.87%Q2 2019Q3 202318
RPG Investment Advisory, LLC 18180.01%0.01%0.01%Q2 2017Q3 202118
Focused Wealth Management, Inc 18180.01%0.01%0.02%Q4 2013Q1 201818
Ausdal Financial Partners, Inc. 1230.03%0.16%0.31%Q4 2015Q3 202318
Jaffetilchin Investment Partners, LLC 18180.25%0.36%0.60%Q2 2019Q3 202318
Annex Advisory Services, LLC 18180.05%0.07%0.15%Q2 2013Q3 201718
TFG Advisers LLC 1430.13%0.18%0.22%Q2 2019Q3 202317
INVESTMENT CENTERS OF AMERICA INC 1520.09%0.18%0.58%Q2 2013Q3 201717
FIRST HAWAIIAN BANK 17170.04%0.08%0.13%Q3 2018Q3 202217
Pacifica Partners Inc. 17170.01%0.02%0.04%Q4 2019Q4 202317
Maryland Capital Management 980.02%0.06%0.17%Q4 2016Q3 202217
FIRST MERCHANTS CORP 17171.58%1.97%2.81%Q3 2019Q3 202317
FIRST MANHATTAN CO. LLC. 1610.00%0.00%0.00%Q1 2014Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.01%0.01%Q4 2018Q3 202317
PEAPACK GLADSTONE FINANCIAL CORP 17170.01%0.02%0.05%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.03%0.03%0.04%Q1 2018Q1 202217
Vestmark Advisory Solutions, Inc. 1430.03%0.05%0.06%Q1 2019Q2 202317
WFG Advisors, LP 17170.01%0.17%0.88%Q2 2013Q2 201717
Moisand Fitzgerald Tamayo, LLC 1520.01%0.03%0.04%Q4 2015Q1 202117
ADELL HARRIMAN & CARPENTER INC 17170.15%0.21%0.25%Q3 2019Q3 202317
Cornerstone Wealth Management, LLC 1030.01%0.08%0.15%Q2 2018Q3 202317
Wealthcare Advisory Partners LLC 1340.01%0.02%0.04%Q2 2019Q3 202317
People's United Financial, Inc. 17170.00%0.00%0.00%Q2 2013Q2 201717
Realta Investment Advisors 1340.04%0.06%0.08%Q1 2019Q3 202317
COLONY GROUP LLC 510.00%0.01%0.02%Q4 2013Q3 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
United Asset Strategies, Inc. 17170.05%0.51%1.25%Q3 2014Q3 201817
Gryphon Financial Partners LLC 1430.08%0.16%0.22%Q4 2017Q3 202317
NAPLES GLOBAL ADVISORS, LLC 16160.04%0.05%0.06%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Patten Group, Inc. 1510.04%0.07%0.08%Q4 2014Q4 201816
American Institute for Advanced Investment Management, LLP 16160.60%0.70%0.79%Q4 2019Q3 202316
Risk Paradigm Group, LLC 16160.23%0.98%2.90%Q1 2015Q4 201816
Maltin Wealth Management, Inc. 16160.58%0.73%0.82%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16164.72%5.47%6.23%Q4 2019Q3 202316
Moors & Cabot, Inc. 910.00%0.02%0.03%Q1 2018Q2 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.04%0.09%0.16%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.04%0.09%0.16%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.01%Q2 2018Q3 202316
AlphaCore Capital LLC 16160.01%0.03%0.06%Q4 2019Q3 202316
NorthRock Partners, LLC 16160.03%0.05%0.07%Q4 2019Q3 202316
CONCENTRIC WEALTH MANAGEMENT, LLC 16161.02%1.40%1.74%Q4 2019Q3 202316
Mandatum Life Insurance Co Ltd 910.06%0.21%0.86%Q4 2015Q2 202216
CHOREO, LLC 930.01%0.06%0.16%Q4 2017Q3 202316
Mariner, LLC 1210.00%0.02%0.04%Q3 2016Q3 202316
PRUDENT INVESTORS NETWORK, INC. 16160.20%0.28%0.37%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.02%0.04%0.06%Q4 2019Q3 202316
Aviance Capital Partners, LLC 16160.18%0.20%0.25%Q4 2019Q3 202316
CERTUITY, LLC 16160.43%0.74%1.05%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.17%0.24%0.31%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.03%0.04%0.05%Q4 2019Q3 202316
Boulegeris Investments, Inc. 16160.47%0.55%0.66%Q3 2014Q2 201816
STRATEGY ASSET MANAGERS LLC 16160.10%0.23%0.36%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
J.Safra Asset Management Corp 1210.41%2.43%17.45%Q4 2016Q3 202316
ADVISORS MANAGEMENT GROUP INC /ADV 810.07%0.09%0.11%Q4 2017Q3 202316
Legacy Financial Advisors, Inc. 1060.03%0.05%0.07%Q4 2017Q3 202316
DT Investment Partners, LLC 16160.14%0.29%0.36%Q4 2019Q3 202316
Financial Advocates Investment Management 840.02%0.04%0.13%Q4 2017Q3 202316
Parkside Financial Bank & Trust 16160.00%0.00%0.00%Q4 2019Q3 202316
Diversified Trust Co 16160.05%0.06%0.07%Q1 2020Q4 202316
OSAIC HOLDINGS, INC. 15150.08%0.16%0.36%Q1 2020Q3 202315
Blue Fin Capital, Inc. 15150.07%0.13%0.14%Q1 2020Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 1320.01%0.02%0.03%Q3 2017Q3 202315
Dynamic Advisor Solutions LLC 1230.03%0.20%0.31%Q2 2019Q3 202315
GOFEN & GLOSSBERG LLC /IL/ 1410.01%0.01%0.01%Q1 2019Q4 202215
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.10%0.25%0.42%Q1 2020Q3 202315
Ayalon Insurance Comp Ltd. 15150.01%0.51%0.94%Q1 2020Q3 202315
BREMER TRUST NATIONAL ASSOCIATION 15150.06%0.16%0.21%Q2 2015Q4 201815
SII INVESTMENTS INC/WI 1010.01%0.09%0.50%Q2 2013Q2 201715
Braver Wealth Management, LLC 15150.24%1.40%3.24%Q2 2013Q4 201615
Advisors Preferred, LLC 710.00%2.01%8.54%Q4 2013Q4 202015
Haverford Trust Co 1410.01%0.02%0.02%Q4 2013Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.03%0.06%0.09%Q4 2019Q2 202315
Nikulski Financial, Inc. 15150.27%0.43%0.62%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.05%0.13%Q2 2013Q4 201615
MUFG Americas Holdings Corp 1410.00%0.01%0.01%Q2 2011Q4 202115
Csenge Advisory Group 1410.00%0.61%1.06%Q3 2018Q3 202315
SIMON QUICK ADVISORS, LLC 15150.01%0.06%0.11%Q1 2020Q3 202315
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 15150.02%0.03%0.04%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.02%0.04%0.05%Q1 2020Q3 202315
HC Advisors, LLC 1412.95%3.66%4.64%Q4 2019Q3 202315
Advisor Group, Inc. 15150.02%0.09%0.13%Q2 2016Q4 201915
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1230.01%0.63%2.17%Q4 2014Q2 201915
Strategic Blueprint, LLC 1410.05%0.34%0.86%Q3 2019Q3 202315
PREMIER ASSET MANAGEMENT LLC 1230.04%0.09%0.31%Q1 2018Q4 202115
PRUDENTIAL FINANCIAL INC 15150.00%0.09%0.56%Q1 2020Q3 202315
PINNACLE ASSOCIATES LTD 15150.03%0.04%0.04%Q1 2020Q3 202315
First Citizens Financial Corp 1325.57%6.91%7.98%Q4 2019Q3 202315
WealthPLAN Partners, LLC 520.00%0.05%0.10%Q2 2016Q4 202315
CWA Asset Management Group, LLC 15150.03%0.04%0.06%Q1 2020Q3 202315
Harvest Investment Services, LLC 820.10%0.19%0.29%Q4 2018Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Ranch Capital Advisors Inc. 1130.13%0.16%0.18%Q3 2019Q3 202314
NOMURA ASSET MANAGEMENT CO LTD 1110.00%0.01%0.04%Q3 2016Q3 202014
VESTOR CAPITAL, LLC 910.01%0.01%0.02%Q4 2014Q4 201914
Cetera Investment Advisers 14140.01%0.18%0.36%Q2 2020Q3 202314
Eudaimonia Partners, LLC 710.14%0.19%0.23%Q4 2019Q3 202314
Orion Portfolio Solutions, LLC 1040.01%0.05%0.17%Q4 2019Q3 202314
EP Wealth Advisors, LLC 710.01%0.04%0.13%Q3 2015Q3 202314
GREAT LAKES ADVISORS, LLC 14140.02%0.02%0.02%Q2 2013Q3 201614
Beaumont Financial Partners, LLC 1010.16%1.58%3.38%Q2 2013Q4 201714
Provident Wealth Management, LLC 14140.02%0.03%0.06%Q2 2020Q3 202314
MAGNOLIA CAPITAL MANAGEMENT LTD 860.04%0.31%0.73%Q4 2019Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.00%0.01%0.02%Q4 2018Q3 202214
LBA Wealth Management, LLC 14140.09%0.16%0.24%Q4 2013Q1 201714
55I, LLC 14140.06%0.34%0.82%Q2 2019Q3 202214
Apexium Financial, LP 14140.45%1.09%2.08%Q2 2020Q3 202314
Retirement Group, LLC 910.00%0.01%0.02%Q4 2019Q3 202314
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 950.00%0.04%0.08%Q1 2020Q3 202314
Essex Savings Bank 830.05%0.09%0.10%Q4 2018Q3 202314
Genesee Capital Advisors, LLC 1010.40%0.70%0.97%Q4 2018Q3 202314
SIMPLEX TRADING, LLC 510.00%0.00%0.01%Q1 2016Q2 202314
WADE G W & INC 1220.01%0.02%0.07%Q4 2014Q3 202314
Peachtree Investment Partners, LLC 14140.06%0.14%0.23%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.05%0.06%0.08%Q1 2019Q2 202214
Verger Capital Management LLC 14140.27%0.43%0.57%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
XML Financial, LLC 14140.04%0.07%0.11%Q2 2020Q3 202314
Marcum Wealth, LLC 14140.07%0.20%0.30%Q2 2020Q3 202314
Terra Nova Asset Management LLC 1221.14%1.43%2.31%Q3 2018Q3 202314
Independence Bank of Kentucky 14140.01%0.01%0.01%Q2 2020Q3 202314
IBEX WEALTH ADVISORS 810.20%0.24%0.29%Q3 2016Q3 202213
SouthState Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.19%0.58%0.95%Q3 2020Q3 202313
ROPES WEALTH ADVISORS LLC 13130.00%0.10%0.13%Q3 2020Q3 202313
Portfolio Strategies, Inc. 1120.51%2.20%3.98%Q1 2020Q3 202313
Key FInancial Inc 1210.05%0.06%0.08%Q1 2020Q3 202313
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 13130.09%0.27%0.54%Q3 2020Q3 202313
Capital Advisory Group Advisory Services, LLC 760.52%1.10%1.59%Q2 2020Q3 202313
Almanack Investment Partners, LLC. 610.02%0.05%0.15%Q3 2017Q2 202313
Stokes Family Office, LLC 1120.02%0.04%0.05%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Western Wealth Management, LLC 510.02%0.04%0.07%Q4 2019Q3 202313
MERITAGE PORTFOLIO MANAGEMENT 13130.03%0.03%0.04%Q3 2020Q3 202313
ALTFEST L J & CO INC 13130.04%0.05%0.06%Q3 2020Q3 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.07%0.12%0.16%Q4 2018Q4 202113
PACES FERRY WEALTH ADVISORS, LLC 13130.19%0.22%0.24%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.03%Q3 2020Q3 202313
Sowell Financial Services LLC 710.01%0.07%0.20%Q4 2016Q3 202313
Columbia Trust Co 01012016 1210.13%0.17%0.20%Q2 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.02%0.04%Q3 2020Q3 202313
Virtue Capital Management, LLC 540.10%0.34%0.77%Q4 2017Q3 202213
Perigon Wealth Management, LLC 710.01%0.11%0.39%Q3 2016Q3 202313
Patriot Financial Group Insurance Agency, LLC 410.00%0.09%0.25%Q1 2017Q3 202313
J.W. COLE ADVISORS, INC. 810.05%0.09%0.26%Q4 2019Q3 202313
Horan Securities, Inc. 760.02%0.04%0.05%Q1 2020Q2 202313
Founders Financial Alliance, LLC 13130.04%0.08%0.12%Q3 2020Q3 202313
Robertson Stephens Wealth Management, LLC 630.02%0.09%0.12%Q1 2020Q3 202313
Virtu Financial LLC 510.03%0.22%0.60%Q3 2013Q3 201913
CENTRAL BANK & TRUST CO 910.00%0.85%1.51%Q1 2019Q3 202313
LexAurum Advisors, LLC 940.08%0.13%0.21%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.08%0.10%0.13%Q3 2020Q3 202313
WESTPORT RESOURCES MANAGEMENT INC 13130.01%0.01%0.01%Q2 2013Q2 201613
Tennessee Valley Asset Management Partners 940.16%0.20%0.25%Q2 2020Q3 202313
Halpern Financial, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Asset Management Group, Inc. 13130.05%0.06%0.06%Q3 2020Q3 202313
First Horizon Advisors, Inc. 1110.00%0.07%0.30%Q1 2015Q3 202312
WealthTrust Fairport, LLC 750.01%0.82%1.75%Q1 2015Q1 201912
GeoWealth Management, LLC 12120.13%0.30%0.75%Q4 2020Q3 202312
Concorde Asset Management, LLC 410.58%1.41%3.00%Q4 2014Q3 202312
FineMark National Bank & Trust 1110.00%0.00%0.00%Q2 2013Q4 201612
COMERICA SECURITIES,INC. 840.02%0.14%0.41%Q2 2020Q3 202312
Cadent Capital Advisors, LLC 12122.18%2.73%3.86%Q4 2020Q3 202312
STOCK YARDS BANK & TRUST CO 12120.02%0.05%0.10%Q4 2020Q3 202312
TimeScale Financial, Inc. 12120.01%0.03%0.16%Q3 2020Q2 202312
Carnick & Kubik, LLC 12120.75%1.69%2.31%Q2 2013Q1 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.04%Q2 2013Q1 201612
Oxinas Partners Wealth Management LLC 12120.22%0.29%0.35%Q4 2020Q3 202312
Rede Wealth, LLC 12120.19%0.25%0.28%Q4 2020Q3 202312
Occidental Asset Management, LLC 12120.13%0.36%0.72%Q4 2020Q3 202312
RESOURCES MANAGEMENT CORP /CT/ /ADV 12120.00%0.02%0.03%Q4 2020Q3 202312
MAI Capital Management 12120.01%0.02%0.02%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.05%0.22%0.43%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.08%0.14%0.17%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.03%0.11%0.33%Q4 2020Q3 202312
PrairieView Partners, LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Source Financial Advisors LLC 12120.35%0.67%1.33%Q4 2020Q3 202312
Signature Wealth Management Partners, LLC 12126.01%6.94%8.04%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.06%0.08%0.09%Q4 2020Q3 202312
Sargent Investment Group, LLC 12120.11%0.16%0.18%Q4 2020Q3 202312
Certified Advisory Corp 1110.01%0.01%0.02%Q4 2017Q1 202112
Danda Trouve Investment Management, Inc. 12123.80%8.45%14.37%Q4 2019Q3 202212
CAHABA WEALTH MANAGEMENT, INC. 1110.03%0.04%0.06%Q4 2019Q4 202212
IFC Holdings Incorporated/FL 930.02%0.14%0.51%Q2 2013Q4 201712
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.07%0.08%Q4 2018Q3 202112
HL FINANCIAL SERVICES LLC 530.01%0.03%0.10%Q2 2013Q1 201912
Fulcrum Equity Management 840.09%1.63%5.28%Q1 2019Q1 202212
StrategIQ Financial Group, LLC 530.02%0.07%0.17%Q4 2016Q3 202312
Curi Wealth Management, LLC 12120.04%0.31%0.65%Q4 2020Q3 202312
Concord Wealth Partners 12120.01%0.25%1.33%Q4 2020Q3 202312
Raab & Moskowitz Asset Management LLC 910.07%0.12%0.13%Q4 2013Q4 201912
Allianz Asset Management GmbH 310.00%0.00%0.02%Q4 2015Q4 202112
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.82%1.21%1.98%Q4 2020Q3 202312
Providence Capital Advisors, LLC 12120.02%0.02%0.02%Q4 2017Q3 202012
N.E.W. Advisory Services LLC 12120.09%0.17%0.31%Q4 2020Q3 202312
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 12120.85%1.52%1.90%Q1 2020Q4 202212
Institute for Wealth Management, LLC. 840.16%0.92%3.33%Q2 2013Q1 202112
TrueWealth Advisors, LLC 12120.20%0.53%0.87%Q4 2020Q3 202312
Personal Capital Advisors Corp 1110.00%0.00%0.00%Q4 2019Q4 202212
MTM Investment Management, LLC 12120.03%0.07%0.10%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.18%1.05%1.78%Q4 2020Q3 202312
Bison Wealth, LLC 11110.01%0.07%0.27%Q4 2019Q2 202211
Apollon Wealth Management, LLC 11110.06%0.11%0.27%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11110.40%0.49%0.73%Q1 2021Q3 202311
CANADA PENSION PLAN INVESTMENT BOARD 11110.01%0.01%0.01%Q1 2021Q3 202311
Hudson Portfolio Management LLC 11110.78%0.95%1.11%Q1 2021Q3 202311
Grant/GrossMendelsohn, LLC 920.14%0.24%0.47%Q4 2020Q3 202311
Integrated Wealth Concepts LLC 11110.01%0.12%0.31%Q1 2021Q3 202311
Gradient Investments LLC 710.00%0.00%0.00%Q2 2015Q3 202311
Commonwealth Financial Services, LLC 1010.05%1.15%3.65%Q4 2014Q3 202311
Accredited Investors Inc. 740.02%0.02%0.04%Q4 2020Q3 202311
Rollins Financial 831.81%2.74%3.67%Q4 2020Q3 202311
Camarda Financial Advisors, LLC 1010.01%0.10%0.24%Q1 2014Q4 202111
Renaissance Technologies 310.00%0.00%0.00%Q2 2018Q4 202211
TWO SIGMA SECURITIES, LLC 210.00%0.24%0.82%Q4 2014Q2 202211
Wealth Alliance 1010.06%0.36%1.11%Q4 2020Q3 202311
OLD SECOND NATIONAL BANK OF AURORA 11110.00%0.01%0.01%Q3 2013Q1 201611
YorkBridge Wealth Partners, LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
Glassman Wealth Services 910.00%0.00%0.02%Q1 2020Q3 202311
Legacy Wealth Planning, LLC 11110.30%0.43%0.55%Q4 2019Q2 202211
Ameritas Investment Company, LLC 11110.06%0.27%0.48%Q1 2019Q3 202111
Main Street Financial Solutions, LLC 830.03%0.06%0.08%Q4 2020Q3 202311
Kore Private Wealth LLC 510.01%0.11%0.27%Q4 2018Q1 202211
Winfield Associates, Inc. 11110.00%0.00%0.00%Q2 2015Q4 201711
BlackRock Investment Management, LLC 11110.01%0.03%0.10%Q2 2014Q4 201611
Manifold Partners, LLC 810.51%3.22%6.22%Q4 2013Q4 201711
Human Investing LLC 1010.03%0.04%0.05%Q4 2018Q2 202311
EPIQ PARTNERS, LLC 830.12%0.16%0.21%Q3 2020Q3 202311
BLACKROCK ADVISORS LLC 11110.01%0.05%0.16%Q2 2014Q4 201611
Blue Chip Wealth Management, Inc. 11110.27%0.31%0.36%Q1 2018Q3 202011
Spire Wealth Management 11110.02%0.09%0.33%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Giralda Advisors, LLC 111113.34%16.24%18.20%Q3 2013Q1 201611
STERLING INVESTMENT MANAGEMENT, LLC 11110.20%0.26%0.31%Q2 2013Q4 201511
Howard Capital Management Group, LLC 11111.87%2.00%2.17%Q1 2021Q3 202311
GARRISON POINT ADVISORS, LLC 830.17%0.18%0.20%Q3 2020Q3 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.03%0.03%0.04%Q4 2019Q2 202211
CINQUE PARTNERS LLC 11116.85%11.55%14.38%Q2 2013Q4 201511
Bay Harbor Wealth Management, LLC 740.01%0.45%1.64%Q1 2020Q3 202311
Bard Financial Services, Inc. 11110.02%0.03%0.03%Q4 2020Q2 202311
SOL Capital Management CO 1010.06%0.08%0.10%Q2 2016Q1 201911
Better Money Decisions, LLC 11110.40%0.74%1.21%Q1 2021Q3 202311
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.00%Q4 2017Q1 202211
CreativeOne Wealth, LLC 11110.03%0.39%0.88%Q1 2021Q3 202311
PRINCETON CAPITAL MANAGEMENT LLC 740.06%0.08%0.11%Q1 2018Q1 202111
Mascoma Wealth Management LLC 11110.00%0.01%0.02%Q4 2016Q2 201911
HARBOUR INVESTMENTS, INC. 640.05%0.10%0.15%Q1 2021Q3 202310
FDx Advisors, Inc. 640.02%0.04%0.08%Q3 2013Q3 202310
RFG Advisory, LLC 820.03%0.14%0.28%Q2 2020Q3 202310
GPS Wealth Strategies Group, LLC 730.02%0.03%0.04%Q1 2021Q3 202310
ARGI Investment Services, LLC 910.01%0.02%0.06%Q4 2019Q2 202210
Poehling Capital Management, INC. 910.02%0.38%0.47%Q2 2020Q1 202310
Exchange Capital Management, Inc. 10100.00%0.00%0.00%Q2 2016Q3 201810
Brinker Capital Investments, LLC 810.00%0.01%0.02%Q3 2015Q4 202210
Clear Creek Financial Management, LLC 10100.34%0.52%0.68%Q2 2021Q3 202310
Virtu KCG Holdings LLC 510.00%0.02%0.06%Q3 2013Q2 201710
Tempus Wealth Planning, LLC 10100.60%0.84%1.12%Q2 2021Q3 202310
MASSMUTUAL TRUST CO FSB/ADV 710.00%0.00%0.01%Q1 2014Q4 202310
Vanguard Personalized Indexing Management, LLC 10100.07%0.12%0.24%Q2 2021Q3 202310
CITY HOLDING CO 10100.00%0.00%0.00%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.04%Q2 2018Q3 202010
Brick & Kyle, Associates 10100.02%0.02%0.02%Q4 2014Q1 201710
MEEDER ASSET MANAGEMENT INC 910.00%0.00%0.01%Q3 2013Q3 202210
FIRST CITIZENS BANK & TRUST CO 910.01%0.01%0.02%Q4 2019Q2 202210
Meridian Wealth Management, LLC 10100.03%0.05%0.11%Q2 2021Q3 202310
BESSEMER GROUP INC 910.00%0.00%0.01%Q2 2013Q3 202310
FLOW TRADERS U.S. LLC 810.01%0.06%0.11%Q3 2016Q2 202310
SMITHBRIDGE ASSET MANAGEMENT INC/DE 10100.28%0.80%1.52%Q2 2021Q3 202310
Crewe Advisors LLC 550.00%0.12%0.29%Q4 2017Q1 202310
Fortis Advisors, LLC 430.01%0.09%0.29%Q1 2020Q3 202310
SCHRODER INVESTMENT MANAGEMENT GROUP 10100.00%0.00%0.00%Q3 2013Q4 201510
InterOcean Capital, LLC 10100.06%0.09%0.13%Q3 2014Q4 201610
Newton One Investments LLC 10100.02%0.05%0.08%Q2 2021Q3 202310
THOMPSON SIEGEL & WALMSLEY LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Investors Research Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
PENOBSCOT WEALTH MANAGEMENT 10100.21%0.29%0.37%Q2 2021Q3 202310
Modera Wealth Management, LLC 730.01%0.01%0.02%Q4 2020Q3 202310
Laidlaw Wealth Management LLC 820.11%0.47%0.83%Q3 2020Q3 202310
CITY NATIONAL BANK 10100.00%0.01%0.01%Q2 2013Q3 201510
DSC Advisors, L.P. 10100.17%1.75%8.39%Q4 2012Q1 201510
MONEY CONCEPTS CAPITAL CORP 820.01%0.03%0.06%Q4 2020Q3 202310
PSI Advisors, LLC 910.01%0.01%0.02%Q4 2019Q3 202310
VIVID FINANCIAL MANAGEMENT, INC. 991.08%1.83%3.21%Q4 2019Q4 20219
BLB&B Advisors, LLC 990.12%0.13%0.14%Q2 2013Q2 20159
Wealthspire Advisors, LLC 710.01%0.02%0.04%Q1 2021Q3 20239
Fort Point Capital Partners LLC 990.16%0.19%0.21%Q3 2021Q3 20239
CREDIT AGRICOLE S A 990.00%0.00%0.01%Q4 2013Q4 20159
CLIENT 1ST ADVISORY GROUP, LLC 990.31%0.54%0.86%Q3 2021Q3 20239
Castle Rock Wealth Management, LLC 630.30%0.45%0.68%Q4 2017Q3 20239
Banco Santander, S.A. 410.00%0.01%0.02%Q4 2016Q1 20229
Rehmann Capital Advisory Group 320.00%0.06%0.29%Q4 2011Q2 20239
Timber Hill LLC 410.00%0.02%0.07%Q2 2013Q2 20179
Intercontinental Wealth Advisors, LLC 990.06%0.08%0.09%Q2 2020Q2 20229
9258 Wealth Management, LLC 990.06%0.08%0.09%Q3 2020Q3 20229
JFS WEALTH ADVISORS, LLC 990.06%0.08%0.09%Q3 2021Q3 20239
ERn Financial, LLC 990.05%1.60%3.74%Q2 2020Q2 20229
Milestone Advisory Partners 990.16%0.18%0.19%Q4 2017Q4 20199
Outlook Wealth Advisors, LLC 720.14%0.30%0.50%Q2 2021Q3 20239
CARDEROCK CAPITAL MANAGEMENT INC 990.09%0.10%0.12%Q3 2021Q3 20239
Truvestments Capital LLC 520.01%0.04%0.09%Q1 2020Q2 20239
Trexquant Investment LP 510.01%0.06%0.15%Q1 2020Q3 20239
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 420.00%0.11%0.41%Q1 2014Q3 20239
Partnervest Advisory Services LLC 540.01%0.08%0.18%Q2 2013Q3 20189
Royal Fund Management, LLC 310.00%0.24%1.74%Q3 2017Q4 20219
Austin Private Wealth, LLC 990.17%0.93%2.02%Q3 2021Q3 20239
Clearview Wealth Advisors LLC 990.07%0.63%1.25%Q3 2021Q3 20239
Aurora Private Wealth, Inc. 990.26%0.78%1.42%Q3 2021Q3 20239
Qube Research & Technologies Ltd 520.00%0.00%0.01%Q1 2021Q3 20239
SEAVIEW INVESTMENT MANAGERS LLC 990.86%1.17%1.81%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.03%0.06%Q3 2021Q3 20239
Trust Co 990.01%0.08%0.24%Q1 2015Q1 20179
WESPAC Advisors SoCal, LLC 990.08%0.17%0.26%Q3 2021Q3 20239
Strategic Wealth Partners, Ltd. 810.00%0.02%0.05%Q4 2017Q3 20229
Baldwin Investment Management, LLC 630.04%0.04%0.05%Q4 2020Q3 20239
BALASA DINVERNO & FOLTZ LLC 990.02%0.02%0.03%Q3 2020Q3 20229
STERLING INVESTMENT ADVISORS LLC /ADV 630.13%0.15%0.17%Q4 2020Q3 20239
EQ LLC 630.20%0.83%2.73%Q4 2020Q2 20239
Neuberger Berman Group LLC 610.00%0.00%0.00%Q4 2017Q3 20239
LEAVELL INVESTMENT MANAGEMENT, INC. 630.02%0.02%0.02%Q4 2020Q3 20239
Essex LLC 991.34%1.55%1.90%Q3 2021Q3 20239
Stratos Wealth Advisors, LLC 410.00%0.07%0.14%Q1 2020Q3 20239
BRADLEY FOSTER & SARGENT INC/CT 990.01%0.01%0.01%Q3 2021Q3 20239
Cresset Asset Management, LLC 630.00%0.01%0.01%Q1 2021Q3 20239
Acorn Wealth Advisors, LLC 990.22%0.23%0.25%Q4 2017Q4 20199
Weaver Consulting Group 720.01%0.04%0.11%Q1 2019Q3 20239
Garde Capital, Inc. 990.03%0.04%0.05%Q3 2021Q3 20239
COTTONWOOD CAPITAL ADVISORS, LLC 883.13%3.67%4.52%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 420.01%0.02%0.02%Q3 2020Q3 20238
One Wealth Advisors, LLC 440.42%1.23%2.12%Q3 2021Q3 20238
TCI Wealth Advisors, Inc. 310.00%0.03%0.16%Q2 2014Q1 20238
Sepio Capital, LP 880.04%0.04%0.05%Q2 2020Q1 20228
Savant Capital, LLC 440.01%0.06%0.13%Q3 2014Q3 20238
Gray Wealth Management Inc. 620.11%0.13%0.15%Q4 2020Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Darwin Wealth Management, LLC 880.78%1.27%2.56%Q4 2021Q3 20238
UBS ASSET MANAGEMENT AMERICAS INC 710.00%0.00%0.00%Q4 2016Q3 20198
WARNER FINANCIAL, INC 880.25%0.32%0.42%Q4 2021Q3 20238
Salomon & Ludwin, LLC 530.00%0.02%0.04%Q2 2019Q3 20238
CIDEL ASSET MANAGEMENT INC 530.01%0.01%0.01%Q1 2021Q3 20238
CIBC Asset Management Inc 880.00%0.00%0.00%Q1 2019Q4 20208
Shamrock Asset Management LLC 880.03%3.56%7.92%Q2 2013Q1 20158
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.00%0.01%0.06%Q4 2014Q3 20238
Mendel Capital Management LLC 889.30%11.09%14.58%Q4 2021Q3 20238
Truepoint, Inc. 880.02%0.03%0.07%Q1 2018Q4 20198
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
EATON VANCE MANAGEMENT 880.00%0.00%0.00%Q4 2020Q3 20228
Security Financial Services, INC. 880.40%1.46%3.09%Q4 2021Q3 20238
MinichMacGregor Wealth Management, LLC 880.02%0.02%0.02%Q4 2016Q3 20188
Fiera Capital Corp 880.00%0.00%0.01%Q1 2019Q4 20208
Joseph Group Capital Management 880.01%0.01%0.01%Q4 2021Q3 20238
Lumature Wealth Partners, LLC 880.01%0.01%0.02%Q3 2021Q2 20238
Kaydan Wealth Management, Inc. 880.21%0.30%0.33%Q4 2021Q3 20238
Westwood Wealth Management 880.58%0.98%1.20%Q4 2021Q3 20238
BAKER TILLY WEALTH MANAGEMENT, LLC 440.03%0.08%0.11%Q3 2021Q3 20238
Riverview Capital Advisers, LLC 880.49%0.56%0.71%Q4 2021Q3 20238
Montz Harcus Wealth Management LLC 880.96%1.13%1.30%Q4 2021Q3 20238
Pensionmark Financial Group, LLC 440.04%0.13%0.30%Q2 2021Q3 20238
TD Waterhouse Canada Inc. 880.02%0.02%0.03%Q4 2021Q3 20238
Firestone Capital Management 880.05%0.06%0.06%Q4 2019Q3 20218
Congress Wealth Management LLC / DE / 880.71%0.81%0.95%Q4 2021Q3 20238
Pariax, LLC 883.58%7.08%8.23%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.73%9.04%17.37%Q4 2020Q3 20238
HB Wealth Management, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.02%0.04%Q3 2014Q3 20238
Jacobi Capital Management LLC 510.01%0.01%0.03%Q3 2020Q3 20238
WBH ADVISORY INC 530.27%0.34%0.38%Q3 2021Q3 20238
Clear Perspective Advisors, LLC 710.02%0.04%0.05%Q4 2016Q2 20198
Baldrige Asset Management LLC 880.01%0.01%0.02%Q2 2021Q1 20238
Beaird Harris Wealth Management, LLC 880.04%0.06%0.12%Q4 2021Q3 20238
KILEY JUERGENS WEALTH MANAGEMENT, LLC 530.32%0.52%0.66%Q4 2020Q4 20228
Ignite Planners, LLC 880.10%0.19%0.30%Q4 2021Q3 20238
Concert Wealth Management Inc. 710.05%0.08%0.11%Q2 2013Q3 20168
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Visionary Wealth Advisors 880.11%0.14%0.20%Q4 2021Q3 20238
BELLEVUE ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Howard Capital Management Inc. 310.06%0.99%5.04%Q1 2018Q3 20238
TCWP LLC 880.36%1.19%2.29%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.03%Q4 2021Q3 20238
American Trust 880.02%0.03%0.04%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.01%0.21%0.54%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.12%0.15%0.22%Q4 2021Q3 20238
Barber Financial Group, Inc. 510.04%0.09%0.14%Q1 2017Q4 20198
MARYLAND CAPITAL ADVISORS INC. 880.46%0.56%0.63%Q4 2021Q3 20238
ETFIDEA, LLC 880.29%0.33%0.38%Q4 2021Q3 20238
Leeward Financial Partners, LLC 880.79%1.45%3.22%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.12%0.29%0.55%Q4 2021Q3 20238
EXENCIAL WEALTH ADVISORS, LLC 710.08%0.10%0.11%Q1 2013Q1 20158
Migdal Insurance & Financial Holdings Ltd. 880.04%0.08%0.14%Q4 2021Q3 20238
Rosenberg Matthew Hamilton 880.00%0.00%0.00%Q4 2021Q3 20238
Sequoia Wealth Management, LLC 620.39%1.07%4.29%Q4 2017Q4 20198
NORWOOD FINANCIAL CORP 880.32%0.40%0.44%Q4 2021Q3 20238
West Wealth Group, LLC 880.83%2.48%4.55%Q4 2021Q3 20238
First Bancorp, Inc /ME/ 610.17%0.26%0.33%Q1 2021Q2 20238
Atlantic Union Bankshares Corp 880.02%0.03%0.03%Q3 2020Q2 20228
MMBG INVESTMENT ADVISORS CO. 880.36%0.66%0.82%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.29%0.35%0.39%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.35%0.51%0.77%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.00%0.01%0.01%Q2 2013Q1 20158
AMARILLO NATIONAL BANK 710.30%0.36%0.46%Q3 2018Q3 20208
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Mayflower Financial Advisors, LLC 430.03%0.25%0.56%Q4 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.06%0.14%Q1 2022Q3 20237
Alexandria Capital, LLC 770.02%0.04%0.06%Q1 2015Q3 20167
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.01%0.01%Q4 2017Q3 20197
Physician Wealth Advisors, Inc. 430.60%1.09%1.65%Q3 2021Q3 20237
Beacon Financial Advisory LLC 430.14%0.22%0.31%Q3 2021Q3 20237
DRIVE WEALTH MANAGEMENT, LLC 770.18%0.31%0.49%Q4 2021Q2 20237
FRONTIER INVESTMENT MGMT CO 610.01%0.01%0.02%Q3 2018Q2 20207
BHF Kleinwort Benson Group S.A. 770.00%0.00%0.00%Q2 2013Q4 20147
WealthCare Investment Partners, LLC 430.12%0.20%0.40%Q4 2021Q3 20237
Blue Barn Wealth, LLC 430.13%0.17%0.23%Q2 2021Q3 20237
FundX Investment Group, LLC 610.19%0.72%1.19%Q4 2014Q1 20217
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 770.44%1.15%1.79%Q4 2013Q2 20157
MARIPAU WEALTH MANAGEMENT LLC 520.48%1.00%1.65%Q4 2021Q3 20237
NORRIS PERNE & FRENCH LLP/MI 770.05%0.06%0.07%Q1 2014Q3 20157
SILVER OAK SECURITIES, INCORPORATED 770.10%0.19%0.25%Q1 2022Q3 20237
Placemark Investments, Inc. 770.54%0.75%1.05%Q2 2013Q4 20147
Compagnie Lombard Odier SCmA 410.00%0.01%0.02%Q1 2014Q4 20167
GoalVest Advisory LLC 770.01%0.01%0.02%Q2 2022Q4 20237
SAXON INTERESTS, INC. 770.13%0.18%0.24%Q4 2021Q2 20237
Mount Yale Investment Advisors, LLC 430.03%0.14%0.31%Q3 2021Q3 20237
Sanford Advisory Services, LLC 770.06%0.07%0.07%Q4 2020Q2 20227
Riggs Asset Managment Co. Inc. 410.00%0.01%0.02%Q2 2017Q3 20237
Eagle Strategies LLC 430.11%0.15%0.22%Q4 2021Q3 20237
Apeiron RIA LLC 520.24%0.84%1.68%Q4 2021Q3 20237
Redwood Financial Network Corp 770.24%0.26%0.30%Q1 2022Q3 20237
First Western Trust Bank 770.03%0.03%0.04%Q1 2022Q3 20237
NCM Capital Management, LLC 520.52%0.74%1.12%Q4 2021Q3 20237
TRUST DEPARTMENT MB FINANCIAL BANK N A 770.04%0.04%0.04%Q2 2013Q4 20147
BOSTON PRIVATE BANK & TRUST CO 770.00%0.00%0.00%Q3 2013Q1 20157
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 770.00%0.00%0.00%Q4 2021Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.07%0.13%Q2 2013Q4 20147
COUNTRY CLUB BANK /GFN 770.18%0.22%0.27%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.15%0.28%Q1 2022Q3 20237
Spectrum Planning & Advisory Services Inc. 431.10%2.32%4.31%Q3 2021Q3 20237
US FINANCIAL ADVISORS, LLC 610.06%3.19%5.79%Q4 2014Q4 20207
Destiny Wealth Partners, LLC 610.00%0.07%0.12%Q4 2020Q4 20227
CALTON & ASSOCIATES, INC. 410.06%0.11%0.21%Q3 2019Q3 20217
CX Institutional 410.00%0.13%0.62%Q4 2018Q3 20227
Farmers & Merchants Trust Co of Long Beach 430.06%0.06%0.07%Q2 2021Q3 20237
Financial Gravity Asset Management, Inc. 430.01%0.12%0.34%Q1 2019Q3 20237
Beacon Pointe Advisors, LLC 430.00%0.01%0.04%Q3 2021Q3 20237
MOTCO 770.00%0.00%0.00%Q3 2014Q1 20167
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
RFG HOLDINGS, INC. 770.57%0.65%0.72%Q4 2020Q2 20227
EverSource Wealth Advisors, LLC 770.01%0.07%0.20%Q1 2022Q3 20237
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 770.00%0.00%0.00%Q2 2019Q4 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.02%0.05%Q1 2021Q4 20227
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
Tyler-Stone Wealth Management 520.04%0.04%0.05%Q4 2021Q3 20237
FIRST NATIONAL BANK OF OMAHA 310.01%0.01%0.02%Q4 2020Q3 20237
F-Squared Investment Management, LLC 771.71%3.68%9.58%Q2 2013Q4 20147
Horst & Graben Wealth Management LLC 430.89%1.84%3.45%Q3 2021Q3 20237
BARCLAYS PLC 210.00%0.00%0.02%Q3 2016Q1 20237
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 310.00%0.03%0.11%Q4 2019Q3 20237
Soundwatch Capital LLC 320.04%0.09%0.15%Q4 2020Q3 20237
SteelPeak Wealth, LLC 770.02%0.49%1.06%Q1 2022Q3 20237
TNF LLC 430.38%1.43%2.78%Q3 2021Q3 20237
Banco de Sabadell, S.A 510.01%0.04%0.05%Q4 2017Q2 20196
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 660.01%0.02%0.04%Q1 2014Q2 20156
Cooper Financial Group 420.08%0.50%1.81%Q3 2021Q3 20236
Truadvice, LLC 510.26%0.39%0.58%Q2 2021Q3 20236
Wagner Wealth Management, LLC 420.01%0.01%0.02%Q4 2017Q3 20236
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 660.21%2.81%7.09%Q4 2019Q1 20216
Fiduciary Group LLC 510.02%0.03%0.03%Q4 2020Q2 20226
ABSOLUTE CAPITAL MANAGEMENT, LLC 510.04%0.68%1.52%Q4 2021Q3 20236
FIRETHORN WEALTH PARTNERS, LLC 420.54%1.32%2.27%Q4 2021Q3 20236
Baker Avenue Asset Management, LP 510.00%0.24%1.30%Q4 2014Q3 20236
Pinnacle Summer Investments, Inc. 660.00%0.00%0.01%Q3 2014Q4 20156
SUTTON PLACE INVESTORS LLC 420.36%0.53%0.77%Q4 2021Q3 20236
Intrepid Financial Planning Group LLC 660.13%0.15%0.17%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.01%0.02%0.02%Q2 2022Q3 20236
KING LUTHER CAPITAL MANAGEMENT CORP 660.00%0.00%0.00%Q4 2020Q1 20226
Black Swift Group, LLC 660.80%1.24%1.63%Q2 2017Q3 20186
Mosaic Family Wealth, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
Investors Capital Advisory Services 660.04%0.05%0.05%Q2 2014Q3 20156
Garrison Asset Management, LLC 420.12%0.13%0.13%Q2 2021Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Accel Wealth Management 660.03%0.04%0.05%Q4 2020Q1 20226
Argentus Capital Management, LLC 660.00%0.03%0.18%Q2 2015Q3 20166
Clarus Wealth Advisors 510.02%0.14%0.74%Q2 2018Q2 20236
LEO BROKERAGE, LLC 510.04%0.06%0.08%Q3 2020Q1 20226
Keebeck Wealth Management, LLC 660.04%0.46%0.90%Q2 2022Q3 20236
TWO SIGMA INVESTMENTS, LP 310.01%0.02%0.04%Q3 2015Q3 20236
MKT Advisors LLC 420.19%0.35%0.60%Q4 2021Q3 20236
First Command Financial Services, Inc. 510.00%0.01%0.01%Q1 2018Q1 20206
TIAA, FSB 510.00%0.00%0.00%Q2 2021Q2 20236
W ADVISORS, LLC 420.30%0.61%0.90%Q1 2022Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.68%0.81%0.98%Q4 2021Q3 20236
NatWest Group plc 660.00%0.00%0.01%Q2 2014Q3 20156
Aptus Capital Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Elwood & Goetz Wealth Advisory Group, LLC 660.36%0.50%0.72%Q2 2022Q3 20236
Cassady Schiller Wealth Management, LLC 420.10%0.12%0.15%Q4 2021Q3 20236
QUADRANT CAPITAL GROUP LLC 210.01%0.03%0.05%Q4 2015Q4 20226
UNIONVIEW, LLC 330.20%0.23%0.27%Q4 2021Q3 20236
UBS AG 660.04%0.04%0.05%Q2 2013Q3 20146
Ellevest, Inc. 420.00%0.02%0.03%Q1 2021Q3 20236
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.02%0.02%0.02%Q4 2014Q1 20166
Karn, Couzens & Associates, Inc. 660.86%1.24%1.53%Q4 2020Q1 20226
Garrett Wealth Advisory Group, LLC 510.09%0.15%0.17%Q3 2019Q4 20216
BANK OF NOVA SCOTIA TRUST CO 410.01%0.02%0.03%Q3 2017Q4 20216
Integer Wealth Advisors Group LLC 660.46%0.58%0.67%Q4 2019Q1 20216
CFS Investment Advisory Services, LLC 410.04%0.64%2.04%Q4 2020Q2 20236
Atlas Private Wealth Advisors 660.02%0.02%0.03%Q2 2020Q3 20216
PRIVATE TRUST CO NA 660.04%0.12%0.26%Q2 2022Q3 20236
Opera Trading Capital 310.02%0.09%0.22%Q4 2015Q4 20176
Allred Capital Management, LLC 410.09%0.12%0.14%Q4 2019Q4 20216
VERUS CAPITAL PARTNERS, LLC 420.02%0.05%0.08%Q4 2019Q3 20236
1832 Asset Management L.P. 410.00%0.00%0.01%Q1 2019Q3 20236
REGIONS FINANCIAL CORP 420.00%0.00%0.00%Q2 2016Q1 20196
STRINGER ASSET MANAGEMENT, LLC 660.57%0.92%1.41%Q1 2014Q2 20156
Cerity Partners LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Constellation Wealth Advisors, LLC 660.02%0.26%0.58%Q2 2013Q3 20146
Financial Management Professionals, Inc. 220.60%1.33%2.77%Q3 2014Q3 20236
SEI INVESTMENTS CO 420.00%0.00%0.00%Q4 2015Q2 20186
Capital Market Strategies LLC 320.21%0.23%0.24%Q4 2021Q4 20235
ADVISOR PARTNERS II, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Foundations Investment Advisors, LLC 550.05%0.42%0.77%Q3 2022Q3 20235
Amundi 410.00%0.00%0.00%Q1 2022Q3 20235
FinTrust Capital Advisors, LLC 410.00%0.01%0.04%Q4 2021Q3 20235
AVIANCE CAPITAL MANAGEMENT, LLC 550.01%0.52%0.86%Q4 2013Q4 20145
Global Financial Private Capital, Inc 310.02%0.02%0.03%Q3 2017Q2 20195
ARVEST TRUST CO N A 320.01%0.01%0.02%Q4 2021Q3 20235
First Command Bank 550.01%0.01%0.01%Q1 2019Q1 20205
Strategic Asset Management, LLC 550.20%0.49%0.68%Q3 2021Q3 20225
FourThought Financial, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Homrich & Berg 410.01%0.02%0.03%Q2 2020Q3 20215
COLDSTREAM CAPITAL MANAGEMENT INC 320.01%0.02%0.03%Q3 2020Q4 20215
Ascent Group, LLC 550.10%0.20%0.34%Q3 2022Q3 20235
Penserra Capital Management LLC 210.00%0.04%0.15%Q1 2018Q2 20235
OXFORD FINANCIAL GROUP, LTD. LLC 320.00%0.00%0.00%Q4 2021Q3 20235
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.00%0.00%Q1 2016Q1 20175
Total Clarity Wealth Management, Inc. 210.01%0.01%0.02%Q4 2019Q2 20225
Zullo Investment Group, Inc. 550.05%0.07%0.10%Q4 2021Q4 20225
Intrua Financial, LLC 550.60%0.87%1.30%Q1 2022Q1 20235
First Capital Advisors Group, LLC. 410.02%0.03%0.04%Q1 2018Q2 20235
WealthShield Partners, LLC 410.00%0.38%0.64%Q1 2021Q3 20235
Keystone Financial Services 551.94%3.00%4.19%Q3 2022Q3 20235
TWO SIGMA ADVISERS, LP 320.00%0.02%0.04%Q2 2022Q3 20235
Dentgroup LLC 550.35%0.67%1.10%Q4 2022Q4 20235
Arrow Investment Advisors, LLC 552.53%3.12%3.59%Q1 2014Q1 20155
Carson Advisory Inc. 320.20%0.23%0.27%Q4 2021Q3 20235
Bensler, LLC 320.05%0.05%0.06%Q1 2022Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.01%Q2 2015Q3 20165
MONETA GROUP INVESTMENT ADVISORS LLC 210.00%0.01%0.02%Q1 2018Q3 20235
Bordeaux Wealth Advisors LLC 550.52%0.56%0.60%Q3 2022Q3 20235
BREITER CAPITAL MANAGEMENT INC 410.84%0.97%1.38%Q4 2017Q1 20195
Cypress Wealth Services, LLC 550.07%0.92%1.73%Q3 2022Q3 20235
Cambridge Advisors Inc. 320.05%0.05%0.06%Q3 2021Q3 20235
WILLNER & HELLER, LLC 550.70%0.82%0.92%Q4 2021Q4 20225
EVERGREEN CAPITAL MANAGEMENT LLC 320.01%0.02%0.02%Q3 2021Q3 20235
Belvedere Trading LLC 310.00%0.01%0.05%Q4 2020Q3 20235
ASSOCIATED BANC-CORP 320.01%0.01%0.02%Q4 2021Q3 20235
WRAPMANAGER INC 553.13%4.50%7.27%Q1 2013Q1 20145
Lenox Wealth Management, Inc. 550.00%0.00%0.00%Q2 2019Q2 20205
Colonial Trust Co / SC 550.04%0.05%0.05%Q3 2022Q3 20235
KMS FINANCIAL SERVICES, INC 550.04%0.04%0.06%Q3 2013Q3 20145
Kowal Investment Group, LLC 410.01%0.06%0.08%Q3 2021Q3 20235
CORNERCAP INVESTMENT COUNSEL INC 210.03%0.03%0.04%Q4 2015Q4 20205
LIBERTY WEALTH MANAGEMENT LLC 320.01%0.86%1.92%Q3 2021Q3 20235
Sugarloaf Wealth Management, LLC 320.00%0.02%0.04%Q4 2019Q3 20235
Clark Capital Management Group, Inc. 410.00%0.69%0.93%Q1 2014Q3 20235
City State Bank 550.00%0.01%0.01%Q1 2022Q1 20235
CoreCap Advisors, LLC 550.10%0.14%0.22%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.01%0.01%0.03%Q1 2015Q1 20165
Verity Asset Management, Inc. 410.22%0.36%0.50%Q1 2017Q3 20185
Freedom Investment Management, Inc. 310.03%0.24%0.40%Q4 2015Q4 20195
Bank Julius Baer & Co. Ltd, Zurich 550.00%0.00%0.00%Q4 2020Q4 20215
Buttonwood Financial Group, LLC 553.88%6.15%8.76%Q4 2022Q4 20235
TRANSCEND CAPITAL ADVISORS, LLC 410.02%0.09%0.14%Q3 2021Q3 20235
WILMINGTON TRUST CO 550.02%0.02%0.02%Q2 2013Q2 20145
Interchange Capital Partners, LLC 410.00%0.44%0.89%Q4 2020Q3 20235
CITIZENS FINANCIAL GROUP INC/RI 410.00%0.01%0.01%Q4 2015Q4 20195
WHITTIER TRUST CO 310.00%0.00%0.00%Q3 2017Q4 20225
FLC Capital Advisors 550.06%0.43%0.64%Q3 2021Q3 20225
Colonial Trust Advisors 550.01%0.01%0.01%Q3 2022Q3 20235
FUKOKU MUTUAL LIFE INSURANCE Co 550.34%1.03%1.72%Q4 2014Q4 20155
Perennial Investment Advisors, LLC 550.39%0.58%0.72%Q3 2022Q3 20235
KINGS POINT CAPITAL MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
NIEMANN CAPITAL MANAGEMENT INC 211.66%15.22%35.79%Q3 2014Q4 20205
Activest Wealth Management 550.01%0.01%0.01%Q1 2021Q1 20225
Ashburton (Jersey) Ltd 410.01%0.04%0.06%Q3 2017Q1 20195
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 550.04%0.20%0.45%Q4 2019Q4 20205
PARAMETRIC PORTFOLIO ASSOCIATES LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Secrest Blakey & Associates, LLC 550.48%0.57%0.60%Q4 2017Q4 20185
Farther Finance Advisors, LLC 440.44%0.67%0.87%Q4 2022Q3 20234
JOYN Advisors, Inc. 310.00%0.00%0.01%Q2 2013Q4 20184
Pettinga Financial Advisors LLC 441.68%2.67%3.73%Q4 2022Q3 20234
Goodwin Investment Advisory 440.03%1.20%2.35%Q4 2021Q3 20224
BAILARD, INC. 310.01%0.01%0.03%Q4 2018Q2 20224
USCA RIA LLC 440.02%0.02%0.02%Q3 2020Q2 20214
DDD Partners, LLC 440.09%0.10%0.10%Q3 2021Q2 20224
Osborn Williams & Donohoe LLC 440.80%0.86%0.90%Q1 2019Q4 20194
Commonwealth Retirement Investments LLC 440.28%0.44%0.60%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
Venturi Wealth Management, LLC 440.06%0.10%0.13%Q4 2022Q3 20234
Parker Investment Management, LLC 310.38%3.23%5.98%Q4 2018Q3 20234
Destination Wealth Management 440.00%0.00%0.00%Q3 2018Q2 20194
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cascadia Advisory Services, LLC 310.06%0.08%0.14%Q3 2020Q3 20214
FIRST HORIZON CORP 440.02%0.02%0.03%Q3 2020Q2 20214
Gateway Wealth Partners, LLC 440.09%0.12%0.17%Q4 2022Q3 20234
Divergent Wealth Advisors 440.07%0.08%0.08%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.23%0.26%0.28%Q4 2022Q3 20234
PROVENCE WEALTH MANAGEMENT GROUP 441.11%1.18%1.24%Q4 2022Q3 20234
Full Sail Capital, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.03%0.04%0.05%Q3 2021Q3 20234
Aspire Private Capital, LLC 440.07%0.11%0.14%Q4 2022Q3 20234
ClearBridge Investments 310.00%0.00%0.00%Q4 2019Q2 20224
DUBUQUE BANK & TRUST CO 440.00%0.00%0.00%Q2 2015Q1 20164
B. Riley Wealth Management, Inc. 210.00%0.04%0.05%Q1 2015Q2 20224
Golden State Wealth Management, LLC 310.02%0.04%0.06%Q1 2019Q1 20204
Quadrant Private Wealth Management, LLC 440.12%0.22%0.33%Q4 2022Q3 20234
Trek Financial, LLC 440.23%0.44%0.78%Q4 2022Q3 20234
Hanlon Investment Management, Inc. 440.09%0.15%0.21%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Berkeley Capital Partners, LLC 441.95%2.39%2.64%Q4 2022Q3 20234
Galvin, Gaustad & Stein, LLC 440.02%0.02%0.02%Q1 2021Q4 20214
Lindbrook Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Norway Savings Bank 440.03%0.03%0.03%Q1 2018Q4 20184
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q4 2018Q4 20194
Scarborough Advisors, LLC 441.15%1.83%2.62%Q4 2022Q3 20234
Copperleaf Capital, LLC 440.91%1.23%1.73%Q4 2022Q3 20234
KANAWHA CAPITAL MANAGEMENT LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Simplicity Wealth,LLC 440.35%0.53%0.74%Q4 2022Q3 20234
Revolve Wealth Partners, LLC 220.05%0.06%0.08%Q4 2021Q3 20234
Oakworth Capital, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Arete Wealth Advisors, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
PIERSHALE FINANCIAL GROUP, INC. 445.56%6.44%7.53%Q1 2017Q4 20174
Legacy Financial Group LLC 440.32%0.72%1.24%Q4 2022Q3 20234
LWS Wealth Advisors, Inc. 310.11%0.13%0.13%Q4 2019Q4 20204
SigFig Wealth Management, LLC 440.06%0.11%0.16%Q4 2022Q3 20234
JAG CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q3 2021Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 441.06%1.44%1.92%Q4 2022Q3 20234
Ciovacco Capital Management LLC 222.04%4.53%6.79%Q3 2021Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
ONE Advisory Partners, LLC 442.12%3.00%4.12%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.34%0.44%0.54%Q4 2022Q3 20234
ASSET ADVISORS CORP 440.01%0.01%0.01%Q3 2016Q2 20174
RCS Financial Planning, LLC 440.41%0.60%0.80%Q4 2022Q3 20234
CVA Family Office, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
LaFleur & Godfrey LLC 440.11%0.13%0.15%Q3 2021Q2 20224
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 441.54%2.24%3.14%Q4 2022Q3 20234
GFS Advisors, LLC 110.00%0.05%0.08%Q1 2016Q3 20234
Beacon Capital Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Phoenix Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Venture Visionary Partners LLC 220.00%0.01%0.02%Q2 2022Q3 20234
JB Capital LLC 441.63%2.52%3.44%Q4 2022Q3 20234
Waypoint Capital Advisors, LLC 220.07%0.10%0.16%Q4 2021Q3 20234
GRIES FINANCIAL LLC 441.52%2.04%2.70%Q4 2022Q3 20234
Fortis Group Advisors, LLC 310.10%0.14%0.16%Q3 2020Q3 20234
GREENLEAF TRUST 310.00%0.01%0.01%Q1 2019Q3 20234
Summit X, LLC 310.02%1.40%2.11%Q3 2020Q3 20234
Spectrum Management Group, LLC 310.00%0.14%0.24%Q1 2021Q1 20224
REGIMEN WEALTH, LLC 440.24%0.36%0.50%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.05%0.09%0.13%Q4 2022Q3 20234
Sowa Financial Group, Inc. 310.01%0.01%0.01%Q4 2019Q4 20204
RONALD BLUE & CO LLC 440.01%0.01%0.01%Q3 2014Q2 20154
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.01%Q1 2018Q4 20214
Systelligence, LLC 440.46%0.82%1.49%Q4 2019Q3 20204
Day & Ennis, LLC 440.70%1.40%2.21%Q4 2022Q3 20234
AMJ Financial Wealth Management 440.51%0.69%0.80%Q3 2021Q2 20224
Crown Wealth Group, LLC 310.33%1.99%3.03%Q4 2021Q3 20234
Family Asset Management, LLC 440.05%0.10%0.22%Q4 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 440.16%0.18%0.19%Q4 2022Q3 20234
Independence Advisors, LLC 440.00%0.02%0.03%Q4 2019Q3 20204
Lavaca Capital LLC 440.12%0.16%0.21%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Hilltop Partners LLC 440.17%0.18%0.19%Q4 2022Q3 20234
My Legacy Advisors, LLC 440.54%0.74%0.91%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 441.10%1.78%2.43%Q4 2022Q3 20234
Keystone Wealth Services, LLC 440.42%0.60%0.76%Q4 2022Q3 20234
Stone House Investment Management, LLC 441.44%1.93%2.73%Q4 2022Q3 20234
MA Private Wealth 442.10%2.67%3.32%Q4 2022Q3 20234
First Allied Asset Management, Inc. 440.03%0.07%0.10%Q2 2014Q1 20154
Cardinal Strategic Wealth Guidance 440.87%1.55%2.29%Q4 2022Q3 20234
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q3 20214
IEQ CAPITAL, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
One Charles Private Wealth Services, LLC 440.19%0.23%0.25%Q4 2022Q3 20234
Gould Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
New Republic Capital, LLC 440.06%0.11%0.16%Q4 2022Q3 20234
Sharkey, Howes & Javer 441.01%1.51%2.06%Q4 2022Q3 20234
StoneX Group Inc. 310.12%0.23%0.53%Q2 2019Q2 20204
Park Place Capital Corp 440.01%0.04%0.12%Q4 2022Q3 20234
Lantz Financial LLC 440.38%0.51%0.69%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.01%0.02%0.02%Q4 2018Q3 20234
KCS Wealth Advisory 310.07%0.09%0.10%Q3 2021Q2 20234
ROCKLAND TRUST CO 440.03%0.04%0.06%Q4 2022Q3 20234
ADIRONDACK TRUST CO 440.02%0.02%0.02%Q4 2022Q3 20234
Hobart Private Capital, LLC 440.08%1.54%5.76%Q4 2022Q3 20234
Sovereign Financial Group, Inc. 440.18%0.26%0.37%Q4 2022Q3 20234
FORTE ASSET MANAGEMENT LLC 441.65%2.17%2.46%Q4 2022Q3 20234
PRUDENTIAL PLC 440.00%0.01%0.02%Q2 2020Q1 20214
LWMG, LLC 440.48%0.55%0.63%Q4 2022Q3 20234
Wealth Advisory Solutions, LLC 440.13%0.44%0.80%Q3 2022Q2 20234
Centurion Wealth Management LLC 440.49%0.73%1.01%Q4 2022Q3 20234
DONALDSON CAPITAL MANAGEMENT, LLC 440.01%0.01%0.02%Q2 2021Q1 20224
FFG RETIREMENT ADVISORS LLC 440.89%1.41%1.91%Q4 2022Q3 20234
PAX Financial Group, LLC 440.72%1.07%1.40%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.25%0.28%0.30%Q4 2022Q3 20234
Merit Financial Group, LLC 440.16%0.25%0.33%Q4 2022Q3 20234
Financial Enhancement Group LLC 440.24%0.26%0.29%Q2 2015Q1 20164
GSA CAPITAL PARTNERS LLP 440.03%0.04%0.05%Q4 2020Q3 20214
JDM Financial Group LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Invst, LLC 440.61%0.84%1.21%Q4 2022Q3 20234
UMB Bank, n.a. 440.01%0.01%0.01%Q4 2021Q3 20224
WealthTrust Asset Management, LLC 440.27%0.37%0.43%Q2 2021Q1 20224
ShoreHaven Wealth Partners, LLC 441.12%1.79%2.50%Q4 2022Q3 20234
STRATEGIC WEALTH MANAGEMENT INC 440.70%1.21%2.60%Q3 2014Q2 20154
Widmann Financial Services, Inc. 220.18%0.20%0.21%Q4 2021Q3 20234
MCIA Inc 220.00%0.39%0.79%Q2 2017Q1 20234
Hoxton Planning & Management, LLC 440.93%1.35%1.71%Q4 2022Q3 20234
MARSHALL WACE, LLP 220.00%0.00%0.00%Q3 2019Q4 20214
Savior LLC 330.00%0.02%0.04%Q3 2021Q1 20223
Williams Financial, LLC 331.34%1.98%2.48%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.02%0.04%0.07%Q4 2022Q2 20233
High Net Worth Advisory Group LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Capital Wealth Planning, LLC 330.20%0.23%0.25%Q3 2019Q1 20203
MARCO INVESTMENT MANAGEMENT LLC 330.02%0.02%0.02%Q3 2021Q1 20223
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
PACIFIC FINANCIAL GROUP INC 330.92%2.91%5.84%Q3 2014Q1 20153
BARINGS LLC 330.01%0.05%0.07%Q1 2020Q3 20203
AJ WEALTH STRATEGIES, LLC 330.06%0.07%0.07%Q1 2020Q3 20203
Alaska Wealth Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
Parsec Financial Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
NewSquare Capital LLC 210.00%0.00%0.01%Q4 2014Q3 20233
Waldron Private Wealth LLC 330.02%0.02%0.02%Q2 2020Q4 20203
ORG Partners LLC 330.00%0.41%0.68%Q1 2023Q3 20233
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.03%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.02%0.02%0.02%Q4 2022Q3 20233
CFM WEALTH PARTNERS LLC 330.01%0.01%0.01%Q4 2019Q2 20203
DFPG INVESTMENTS, LLC 330.07%0.12%0.14%Q1 2023Q3 20233
J.P. Turner & Co Capital Mnagement, LLC 330.22%0.23%0.26%Q4 2014Q2 20153
Perkins Coie Trust Co 330.06%0.51%0.83%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.08%0.10%0.15%Q4 2022Q3 20233
W.H. Cornerstone Investments Inc. 330.48%0.68%0.99%Q1 2023Q3 20233
Aveo Capital Partners, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Ahrens Investment Partners LLC 330.00%0.00%0.01%Q4 2021Q2 20223
SWMG, LLC 331.38%1.93%2.35%Q4 2022Q2 20233
Atomi Financial Group, Inc. 330.64%0.74%0.80%Q1 2023Q3 20233
EPG Wealth Management LLC 210.00%0.00%0.01%Q4 2019Q3 20233
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 330.10%0.44%1.08%Q2 2013Q4 20133
Signature Financial Management, Inc. 333.81%6.77%12.66%Q2 2013Q4 20133
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.00%Q1 2018Q3 20183
Portfolio Strategies Inc 330.48%0.51%0.56%Q4 2013Q2 20143
SOLARIS ASSET MANAGEMENT LLC 330.02%0.02%0.02%Q4 2014Q2 20153
Financial Services Advisory Inc 210.24%0.39%0.52%Q3 2021Q2 20233
Connecticut Wealth Management, LLC 330.16%0.16%0.17%Q1 2023Q3 20233
ALTERNA WEALTH MANAGEMENT, INC 330.31%0.67%1.21%Q1 2023Q3 20233
HAP Trading, LLC 330.04%0.06%0.08%Q2 2021Q4 20213
Cape Investment Advisory, Inc. 330.04%0.05%0.06%Q1 2023Q3 20233
Beverly Hills Private Wealth, LLC 330.10%0.11%0.14%Q1 2023Q3 20233
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Professional Financial Advisors, LLC 330.00%0.01%0.02%Q1 2022Q3 20223
UBS OCONNOR LLC 330.04%0.05%0.06%Q1 2016Q3 20163
WESPAC Advisors, LLC 210.17%0.20%0.25%Q1 2021Q4 20213
Private Ocean, LLC 330.00%0.02%0.03%Q4 2022Q2 20233
Advisor Resource Council 110.03%0.11%0.23%Q2 2021Q2 20223
Genesis Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
FINANCIAL LIFE ADVISORS 331.19%1.47%1.62%Q1 2023Q3 20233
Crosspoint Capital Strategies, LLC 210.01%0.08%0.23%Q1 2015Q4 20153
Granite Bay Wealth Management, LLC 210.14%0.17%0.18%Q4 2022Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Icon Wealth Partners, LLC 330.86%1.21%1.54%Q1 2023Q3 20233
TBH Global Asset Management, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Tortoise Investment Management, LLC 330.00%0.00%0.00%Q4 2012Q2 20133
Cavalier Investments, LLC 210.44%0.99%1.29%Q4 2015Q4 20173
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PRESILIUM PRIVATE WEALTH, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Pinkerton Retirement Specialists, LLC 210.05%0.12%0.27%Q3 2021Q2 20233
Hamilton Point Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
RMB Capital Management, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Palumbo Wealth Management LLC 330.30%0.32%0.35%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 331.17%1.25%1.34%Q4 2021Q2 20223
Verdence Capital Advisors LLC 210.02%0.02%0.03%Q4 2021Q3 20233
Northwest Capital Management Inc 330.15%0.16%0.17%Q1 2023Q3 20233
LVW Advisors, LLC 330.27%0.29%0.32%Q1 2023Q3 20233
HYMAN CHARLES D 330.04%0.04%0.04%Q1 2023Q3 20233
CEERA INVESTMENTS, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
PFG Investments, LLC 330.29%0.58%0.85%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.03%0.04%0.04%Q1 2022Q4 20223
Mach-1 Financial Group, LLC 210.03%0.14%0.35%Q2 2022Q1 20233
RHS Financial, LLC 330.22%0.25%0.28%Q1 2023Q3 20233
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q3 2021Q2 20233
Secure Asset Management, LLC 210.06%0.07%0.09%Q4 2021Q3 20233
Gallagher Fiduciary Advisors, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Jackson Wealth Management, LLC 210.05%0.24%0.63%Q3 2020Q3 20233
Flagship Private Wealth, LLC 330.04%0.04%0.04%Q4 2020Q2 20213
Future Financial Wealth Managment LLC 210.15%0.62%1.54%Q4 2020Q1 20223
LGT Financial Advisors LLC 210.08%0.16%0.29%Q4 2022Q3 20233
Blue Trust, Inc. 330.12%0.16%0.19%Q1 2023Q3 20233
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.49%0.53%0.60%Q1 2018Q3 20183
McCarthy Asset Management, Inc. 330.00%0.00%0.00%Q4 2020Q2 20213
Midwest Heritage Bank, FSB 210.16%0.20%0.25%Q1 2022Q3 20233
Amplius Wealth Advisors, LLC 210.01%0.06%0.09%Q4 2021Q3 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
HRT FINANCIAL LP 110.00%0.12%0.35%Q2 2015Q3 20233
DF DENT & CO INC 210.00%0.00%0.00%Q4 2021Q3 20233
WEYBOSSET RESEARCH & MANAGEMENT LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Syntal Capital Partners, LLC 210.74%0.86%0.93%Q1 2014Q3 20193
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 330.07%0.07%0.07%Q3 2021Q1 20223
Berman Capital Advisors, LLC 330.04%0.04%0.04%Q4 2018Q2 20193
Antonetti Capital Management LLC 331.87%2.26%2.81%Q1 2014Q3 20143
PFG Private Wealth Management, LLC 332.24%2.55%2.83%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.02%0.04%Q1 2023Q3 20233
PATTON ALBERTSON MILLER GROUP, LLC 330.05%0.19%0.27%Q1 2023Q3 20233
Slocum, Gordon & Co LLP 210.00%0.00%0.01%Q4 2022Q3 20233
Rock Point Advisors, LLC 330.09%0.11%0.14%Q2 2017Q4 20173
Sentinus, LLC 331.28%1.61%1.86%Q4 2022Q2 20233
Arvest Bank Trust Division 330.01%0.01%0.01%Q1 2021Q3 20213
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2022Q1 20233
FormulaFolio Investments, LLC 210.01%0.11%0.16%Q4 2014Q4 20203
Dorsey Wright & Associates 331.90%2.11%2.41%Q1 2014Q3 20143
Chemistry Wealth Management LLC 330.08%0.08%0.08%Q1 2023Q3 20233
LFA - Lugano Financial Advisors SA 330.27%0.28%0.28%Q2 2022Q4 20223
XPONANCE, INC. 222.84%3.74%4.64%Q1 2017Q2 20172
Morton Brown Family Wealth, LLC 110.00%0.02%0.05%Q1 2022Q1 20232
Claraphi Advisory Network, LLC 110.02%0.03%0.04%Q3 2019Q1 20202
West Coast Financial LLC 220.07%0.09%0.11%Q2 2016Q3 20162
Successful Portfolios LLC 220.20%0.23%0.26%Q4 2022Q1 20232
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20202
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Signify Wealth 110.22%1.14%2.07%Q4 2021Q3 20232
Teamwork Financial Advisors, LLC 220.06%0.07%0.08%Q1 2022Q2 20222
Element Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BAROMETER CAPITAL MANAGEMENT INC. 220.04%0.04%0.04%Q3 2021Q4 20212
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q1 2018Q4 20192
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q4 20232
South Shore Capital Advisors 110.56%0.81%1.06%Q2 2021Q4 20212
True Capital Management 220.43%0.43%0.44%Q4 2022Q1 20232
Jane Street Holding, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Willis Johnson & Associates, Inc. 220.03%0.04%0.04%Q2 2023Q3 20232
Private Portfolio Partners LLC 110.05%0.06%0.06%Q2 2021Q4 20212
Empowered Funds, LLC 110.20%0.31%0.42%Q3 2021Q1 20232
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Portfolio Solutions, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Stearns Financial Services Group 220.00%0.00%0.00%Q3 2018Q4 20182
Winthrop Advisory Group LLC 220.06%0.06%0.07%Q3 2020Q4 20202
Brouwer & Janachowski, LLC 110.05%0.05%0.06%Q1 2014Q2 20152
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2017Q1 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
C2C Wealth Management, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.02%Q4 2021Q1 20222
TIEDEMANN TRUST CO 110.02%0.02%0.03%Q2 2015Q4 20152
PRW Wealth Management LLC 110.13%0.13%0.14%Q1 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Sage Capital Advisors,llc 220.28%0.28%0.28%Q4 2018Q1 20192
Waverly Advisors, LLC 110.03%0.04%0.04%Q3 2015Q4 20222
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2014Q2 20222
FIL Ltd 220.02%0.08%0.14%Q2 2023Q3 20232
SkyView Investment Advisors, LLC 220.36%0.41%0.46%Q3 2021Q4 20212
KFG WEALTH MANAGEMENT, LLC 222.28%2.59%2.91%Q2 2023Q3 20232
Optiver Holding B.V. 220.00%0.00%0.00%Q4 2021Q1 20222
Balentine LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2013Q3 20232
DOVER ADVISORS, LLC 220.19%0.20%0.21%Q2 2023Q3 20232
One Capital Management, LLC 220.06%0.11%0.16%Q2 2023Q3 20232
Vontobel Holding Ltd. 220.00%0.01%0.01%Q3 2022Q4 20222
WMG Financial Advisors, LLC 220.16%0.19%0.22%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 220.01%0.02%0.03%Q4 2022Q1 20232
Tacita Capital Inc 110.02%0.08%0.13%Q4 2020Q1 20222
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 220.07%0.08%0.08%Q2 2015Q3 20152
Pallas Capital Advisors LLC 220.10%0.13%0.17%Q2 2023Q3 20232
Tarbox Family Office, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
First Trust Bank, Ltd. 2211.50%13.54%15.57%Q3 2016Q4 20162
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.03%Q2 2013Q3 20132
Elmwood Wealth Management, Inc. 220.00%0.00%0.01%Q4 2018Q1 20192
GW HENSSLER & ASSOCIATES LTD 220.03%0.03%0.03%Q3 2018Q4 20182
WCG Wealth Advisors LLC 220.35%0.36%0.36%Q2 2023Q3 20232
ALLSTATE CORP 110.03%0.08%0.13%Q3 2022Q2 20232
Zurich Insurance Group Ltd/FI 110.00%0.00%0.00%Q1 2022Q3 20232
Cherry Tree Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Western Financial Corp/CA 220.24%0.25%0.25%Q1 2023Q2 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.02%0.12%0.22%Q4 2021Q1 20222
MKD WEALTH COACHES, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
OLD MISSION CAPITAL, LLC 110.01%0.03%0.04%Q4 2016Q4 20202
AMERICAN CENTURY COMPANIES INC 220.00%0.00%0.00%Q4 2019Q1 20202
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Aris Wealth Services, Inc. 220.01%0.01%0.01%Q1 2015Q2 20152
Herold Advisors, Inc. 220.08%0.08%0.09%Q1 2023Q2 20232
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
Bangor Savings Bank 220.01%0.01%0.01%Q2 2022Q3 20222
Ratio Wealth Group 220.06%0.06%0.06%Q2 2023Q3 20232
Betterment LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MAGNOLIA CAPITAL ADVISORS LLC 220.14%0.27%0.40%Q4 2020Q1 20212
PATHSTONE FAMILY OFFICE, LLC 110.01%0.02%0.04%Q2 2022Q3 20232
Stelac Advisory Services LLC 220.15%0.17%0.18%Q2 2023Q3 20232
Madrona Financial Services, LLC 220.38%0.59%0.81%Q2 2023Q3 20232
AMUSSEN HUNSAKER ASSOCIATES LLC 220.01%0.01%0.01%Q2 2018Q3 20182
VAN ECK ASSOCIATES CORP 220.00%0.00%0.00%Q3 2016Q4 20162
NVWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
COMERICA SECURITIES INC 220.15%0.16%0.17%Q2 2015Q3 20152
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.00%0.00%0.00%Q1 2020Q2 20202
Lowe Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Veracity Capital LLC 220.11%0.12%0.12%Q1 2023Q2 20232
Monterey Private Wealth, Inc. 220.14%0.17%0.20%Q1 2022Q2 20222
BMS Financial Advisors, LLC 220.69%0.96%1.23%Q1 2023Q2 20232
Colonial River Wealth Management, LLC 220.15%0.19%0.23%Q4 2021Q1 20222
Miracle Mile Advisors, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
JT Stratford LLC 220.09%0.09%0.10%Q1 2023Q2 20232
NEW YORK STATE COMMON RETIREMENT FUND 220.02%0.02%0.02%Q1 2017Q2 20172
Certus Wealth Management, LLC 220.40%0.41%0.42%Q2 2023Q3 20232
Arcadia Wealth Management, LLC 220.25%0.32%0.39%Q4 2022Q1 20232
MBM Wealth Consultants, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Manchester Capital Management LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Planned Solutions, Inc. 220.05%0.05%0.05%Q3 2020Q4 20202
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Harfst & Associates, Inc. 220.00%0.00%0.00%Q1 2017Q2 20172
Imprint Wealth LLC 220.14%0.15%0.16%Q1 2023Q2 20232
Fernwood Investment Management, LLC 220.22%0.32%0.43%Q4 2013Q1 20142
Nauset Wealth Management. LLC 226.60%7.77%8.95%Q4 2021Q1 20222
MACKENZIE FINANCIAL CORP 220.00%0.01%0.01%Q4 2018Q1 20192
Tiller Private Wealth, Inc. 220.11%0.11%0.11%Q2 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.06%0.07%0.07%Q1 2021Q2 20212
NICOLET ADVISORY SERVICES, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Davis Capital Management 220.07%0.07%0.08%Q1 2020Q2 20202
WEST PACES ADVISORS INC. 220.01%0.01%0.01%Q2 2023Q3 20232
PIONEER TRUST BANK N A/OR 220.08%0.09%0.10%Q4 2022Q1 20232
Axiom Advisory, LLC 220.19%0.19%0.19%Q2 2023Q3 20232
NTV ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q4 2021Q2 20232
SWS Partners 220.04%0.04%0.04%Q4 2017Q1 20182
DOHJ, LLC 220.12%0.13%0.14%Q3 2021Q4 20212
Vigilant Capital Management, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Calamos Wealth Management LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Merriman Wealth Management, LLC 220.02%0.03%0.04%Q3 2021Q4 20212
EWA, LLC 220.15%0.15%0.16%Q2 2023Q3 20232
WADDELL & ASSOCIATES, LLC 220.06%0.08%0.10%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mawer Investment Management Ltd. 110.01%0.05%0.08%Q4 2014Q4 20222
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kure Advisory, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
HBK INVESTMENTS L P 110.00%0.00%0.00%Q4 2019Q4 20191
Fountainhead AM, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q4 2021Q4 20211
L & S Advisors Inc 110.04%0.04%0.04%Q1 2019Q1 20191
Quantbot Technologies LP 110.00%0.00%0.00%Q1 2021Q1 20211
VSR Financial Services, Inc. 110.10%0.10%0.10%Q1 2015Q1 20151
Stone Ridge Asset Management LLC 116.97%6.97%6.97%Q2 2016Q2 20161
Disciplined Investments, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Cordant, Inc. 110.04%0.04%0.04%Q3 2021Q3 20211
Stonehage Fleming Financial Services Holdings Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Old North State Trust, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TLWM 110.00%0.00%0.00%Q3 2019Q3 20191
Kozak & Associates, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
CEDAR CAPITAL, LLC 110.19%0.19%0.19%Q3 2016Q3 20161
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2017Q3 20171
TRUEWEALTH LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
LATHROP INVESTMENT MANAGEMENT CORP 110.09%0.09%0.09%Q3 2020Q3 20201
Steward Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BURNEY CO/ 110.01%0.01%0.01%Q2 2018Q2 20181
Lakeshore Financial Planning, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
WFA Asset Management Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Dakota Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Independent Wealth Network Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Chapwood Capital Investment Management, LLC 111.58%1.58%1.58%Q4 2019Q4 20191
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 20231
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
IBERIABANK CORP 110.02%0.02%0.02%Q2 2020Q2 20201
Redhawk Wealth Advisors, Inc. 110.15%0.15%0.15%Q2 2021Q2 20211
Lloyd Advisory Services, LLC. 110.33%0.33%0.33%Q4 2019Q4 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Donoghue Forlines LLC 110.67%0.67%0.67%Q4 2017Q4 20171
Trilogy Capital Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q3 2018Q3 20181
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Epic Trust Investment Advisors, LLC 110.36%0.36%0.36%Q2 2023Q2 20231
Column Capital Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Authentikos Wealth Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Laurel Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
BANK OF THE WEST 110.07%0.07%0.07%Q4 2013Q4 20131
Alhambra Investment Management LLC 110.48%0.48%0.48%Q4 2019Q4 20191
Hudson Capital Management LLC 110.11%0.11%0.11%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.65%0.65%0.65%Q4 2021Q4 20211
MIRABELLA FINANCIAL SERVICES LLP 110.21%0.21%0.21%Q3 2021Q3 20211
BBR PARTNERS, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Nilsine Partners, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
HFG Advisors, Inc. 110.24%0.24%0.24%Q4 2021Q4 20211
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
Icon Wealth Advisors, LLC 110.63%0.63%0.63%Q4 2022Q4 20221
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Main Street Research LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Derbend Asset Management 110.79%0.79%0.79%Q3 2023Q3 20231
Insight Wealth Strategies, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Rinkey Investments 110.04%0.04%0.04%Q4 2021Q4 20211
First Citizens Asset Management, Inc. 110.13%0.13%0.13%Q4 2022Q4 20221
Mariner Wealth Advisors-NYC, LLC 110.08%0.08%0.08%Q1 2015Q1 20151
Financial Gravity Companies, Inc. 110.53%0.53%0.53%Q4 2018Q4 20181
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q3 2023Q3 20231
Ruedi Wealth Management, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Gradient Capital Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Frontier Wealth Management LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Tevis Investment Management 110.16%0.16%0.16%Q4 2021Q4 20211
Schneider Downs Wealth Management Advisors, LP 110.05%0.05%0.05%Q1 2022Q1 20221
EWG Elevate Inc. 115.02%5.02%5.02%Q1 2023Q1 20231
AlphaStar Capital Management, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
Retirement Planning Group, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
AUGUSTINE ASSET MANAGEMENT INC 110.44%0.44%0.44%Q4 2013Q4 20131
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Gunma Bank,Ltd. 113.07%3.07%3.07%Q2 2020Q2 20201
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Windhaven Investment Management, Inc. 110.00%0.00%0.00%Q1 2014Q1 20141
USA FINANCIAL FORMULAS 110.20%0.20%0.20%Q2 2017Q2 20171
Eaton Financial Holdings Company, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Weiss Asset Management LP 110.07%0.07%0.07%Q2 2021Q2 20211
Avitas Wealth Management LLC 110.27%0.27%0.27%Q4 2022Q4 20221
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Strait & Sound Wealth Management LLC 110.17%0.17%0.17%Q3 2023Q3 20231
GIRARD SECURITIES, INC. 110.22%0.22%0.22%Q4 2015Q4 20151
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Americana Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Close Asset Management Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
CapWealth Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Hemington Wealth Management 110.12%0.12%0.12%Q2 2023Q2 20231
ADVISOR CONSULTANT NETWORK INC 110.20%0.20%0.20%Q3 2016Q3 20161
BUCKINGHAM STRATEGIC WEALTH, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Edgestream Partners, L.P. 110.02%0.02%0.02%Q2 2023Q2 20231
PURSUE WEALTH PARTNERS LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Syntegra Private Wealth Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2013Q4 20131
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2019Q2 20191
GENWORTH FINANCIAL INC 111.00%1.00%1.00%Q2 2013Q2 20131
Cobblestone Asset Management LLC 111.63%1.63%1.63%Q3 2023Q3 20231
Empirical Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Headlands Technologies LLC 110.02%0.02%0.02%Q1 2023Q1 20231
FLAGSTAR ADVISORS INC 110.12%0.12%0.12%Q3 2023Q3 20231
LOWERY THOMAS, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
Sanctuary Wealth Management, L.L.C. 110.02%0.02%0.02%Q3 2023Q3 20231
Round Table Services, LLC 110.17%0.17%0.17%Q3 2014Q3 20141
PALLADIEM, LLC 112.44%2.44%2.44%Q3 2023Q3 20231
LWM Advisory Services, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Integrity Financial Corp /WA 110.00%0.00%0.00%Q4 2021Q4 20211
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Campion Asset Management 110.17%0.17%0.17%Q4 2021Q4 20211
Blackston Financial Advisory Group, LLC 110.33%0.33%0.33%Q4 2021Q4 20211
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Good Life Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Inscription Capital, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Rockbridge Investment Management, LCC 110.03%0.03%0.03%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
Thor Advisors, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
3D/L Capital Management, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Crow Point Partners, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cadence Bank 110.02%0.02%0.02%Q2 2023Q2 20231
Redwood Investment Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Graypoint LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Vontobel Swiss Wealth Advisors AG 110.03%0.03%0.03%Q4 2014Q4 20141
TFB Advisors LLC 110.11%0.11%0.11%Q2 2023Q2 20231
TCG Advisors, LP 110.03%0.03%0.03%Q1 2019Q1 20191
Peregrine Asset Advisers, Inc. 110.13%0.13%0.13%Q3 2018Q3 20181
Morningstar Investment Services LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Shore Point Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
KAYS FINANCIAL ADVISORY CORP /ADV 110.32%0.32%0.32%Q4 2018Q4 20181
North Star Investment Management Corp. 110.00%0.00%0.00%Q4 2021Q4 20211
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Jefferies Group LLC 110.01%0.01%0.01%Q1 2018Q1 20181
COLLECTIVE FAMILY OFFICE LLC 110.11%0.11%0.11%Q2 2022Q2 20221
James Reed Financial Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Oder Investment Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
SHUFRO ROSE & CO LLC 110.00%0.00%0.00%Q3 2019Q3 20191
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
BILL & MELINDA GATES FOUNDATION TRUST 110.02%0.02%0.02%Q3 2023Q3 20231
Balboa Wealth Partners 110.24%0.24%0.24%Q2 2023Q2 20231
Hillman Capital Management, Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
Capital CS Group, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Hutchens & Kramer Investment Management Group, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
OLD MISSION CAPITAL LLC 110.03%0.03%0.03%Q2 2022Q2 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Tranquility Partners, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
THEORY FINANCIAL LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Kerntke Otto McGlone Wealth Management Group 110.00%0.00%0.00%Q4 2022Q4 20221
Clarfeld Financial Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.11%0.11%0.11%Q1 2017Q1 20171
Andrew Hill Investment Advisors, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
PVG ASSET MANAGEMENT CORP 110.45%0.45%0.45%Q3 2016Q3 20161
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Independent Advisor Alliance 110.06%0.06%0.06%Q4 2019Q4 20191
Rathbones Group PLC 110.02%0.02%0.02%Q3 2023Q3 20231
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Meeder Advisory Services, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
JMG Financial Group, Ltd. 110.02%0.02%0.02%Q4 2019Q4 20191
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
WHITEBOX ADVISORS LLC 110.57%0.57%0.57%Q2 2013Q2 20131
Keudell/Morrison Wealth Management 110.09%0.09%0.09%Q1 2022Q1 20221
Live Oak Investment Partners 110.01%0.01%0.01%Q3 2023Q3 20231
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
Tri-Star Advisors Inc. 111.84%1.84%1.84%Q4 2022Q4 20221
Beacon Bridge Wealth Partners, LLC 110.80%0.80%0.80%Q3 2023Q3 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.03%0.03%0.03%Q1 2021Q1 20211
HANSEATIC MANAGEMENT SERVICES INC 110.19%0.19%0.19%Q2 2023Q2 20231
Semus Wealth Partners LLC 110.23%0.23%0.23%Q2 2023Q2 20231
TRADITION ASSET MANAGEMENT LLC 110.97%0.97%0.97%Q2 2020Q2 20201
CHURCHILL MANAGEMENT Corp 110.96%0.96%0.96%Q3 2014Q3 20141
Gallagher Benefit Services, Inc. 110.18%0.18%0.18%Q4 2022Q4 20221
Golden State Equity Partners 110.06%0.06%0.06%Q3 2023Q3 20231
BANK PICTET & CIE (ASIA) LTD 110.34%0.34%0.34%Q1 2015Q1 20151
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Envestnet Portfolio Solutions, Inc. 110.43%0.43%0.43%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 111.36%1.36%1.36%Q3 2023Q3 20231
Westbourne Investment Advisors, Inc. 110.11%0.11%0.11%Q2 2016Q2 20161
HNP Capital LLC 110.04%0.04%0.04%Q1 2020Q1 20201
BOK Financial Private Wealth, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Weatherstone Capital Management 110.07%0.07%0.07%Q2 2014Q2 20141
Questar Asset Management, Inc. 110.53%0.53%0.53%Q4 2018Q4 20181
Paragon Capital Management Ltd 110.03%0.03%0.03%Q4 2021Q4 20211
Sandy Cove Advisors, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
CMC Financial Group 1112.75%12.75%12.75%Q1 2021Q1 20211
KANALY TRUST CO 110.01%0.01%0.01%Q1 2016Q1 20161
DRW Securities, LLC 110.15%0.15%0.15%Q2 2013Q2 20131
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
CORRADO ADVISORS, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q4 2021Q4 20211
Grey Fox Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q4 2019Q4 20191
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Itau Unibanco Holding S.A. 110.04%0.04%0.04%Q1 2022Q1 20221
SPROTT INC. 110.01%0.01%0.01%Q3 2014Q3 20141
CCG WEALTH MANAGEMENT, LLC 110.28%0.28%0.28%Q3 2021Q3 20211
Noven Financial Group, Inc. 110.75%0.75%0.75%Q3 2014Q3 20141
Wealth Enhancement & Preservation of GA, LLC 1116.39%16.39%16.39%Q1 2021Q1 20211
Stadion Money Management, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
Squar Milner Financial Services LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Northstar Advisory Group, LLC 111.88%1.88%1.88%Q3 2021Q3 20211
AURORA FINANCIAL ADVISORS, LLC 110.29%0.29%0.29%Q4 2017Q4 20171
External links

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