ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.17%Q2 2013Q3 2023111
BARCLAYS PLC 42420.00%0.00%0.06%Q2 2013Q3 202394
JANE STREET GROUP, LLC 39390.00%0.01%0.10%Q1 2014Q3 202387
Cutler Group LLC / CA 32320.00%0.01%0.23%Q4 2015Q3 202375
HUNTINGTON NATIONAL BANK 59590.01%1.29%2.84%Q1 2009Q3 202364
US BANCORP \DE\ 42420.00%0.70%1.43%Q2 2013Q3 202356
BANK OF AMERICA CORP /DE/ 42420.00%0.22%0.43%Q2 2013Q3 202355
DONALDSON CAPITAL MANAGEMENT, LLC 5310.02%0.08%0.13%Q1 2010Q3 202354
GOLDMAN SACHS GROUP INC 4240.00%0.08%0.23%Q1 2012Q3 202353
Citadel Advisors 1610.00%0.00%0.03%Q3 2014Q3 202353
Rehmann Capital Advisory Group 3020.02%1.35%2.42%Q2 2009Q3 202351
WELLS FARGO & COMPANY/MN 42420.00%0.51%0.99%Q2 2013Q3 202350
Steigerwald, Gordon & Koch Inc. 48480.40%1.46%3.76%Q4 2011Q3 202348
MUFG Americas Holdings Corp 48480.31%0.68%1.15%Q4 2010Q3 202248
Zhang Financial LLC 47470.15%0.21%0.36%Q1 2012Q3 202347
MCF Advisors LLC 3450.00%0.83%2.52%Q4 2011Q3 202346
UBS Group AG 36360.00%0.32%0.61%Q4 2014Q3 202345
Cetera Investment Advisers 32320.00%0.66%1.96%Q4 2015Q3 202345
RAYMOND JAMES & ASSOCIATES 42420.00%0.48%0.86%Q2 2013Q3 202345
Capital Analysts, LLC 44440.13%0.93%1.99%Q4 2012Q3 202344
Franklin, Parlapiano, Turner & Welch, LLC 44440.49%0.73%1.14%Q4 2012Q3 202344
Tortoise Investment Management, LLC 44441.07%1.53%1.91%Q4 2012Q3 202344
Citizens Business Bank 44440.05%1.33%2.37%Q4 2012Q3 202344
First Horizon Advisors, Inc. 4130.02%0.71%1.42%Q1 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.01%0.05%0.14%Q4 2012Q3 202344
ROYAL BANK OF CANADA 42420.00%0.11%0.18%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.30%1.43%1.94%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.22%0.34%0.45%Q2 2010Q3 202344
Destination Wealth Management 43432.78%3.63%5.91%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43431.52%2.26%2.75%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.15%0.69%1.38%Q1 2013Q3 202343
Bank of New York Mellon Corp 42420.00%0.18%0.36%Q2 2013Q3 202343
Veritable, L.P. 43430.38%0.85%1.71%Q4 2012Q2 202343
BRYN MAWR TRUST Co 43430.30%0.66%1.24%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.03%0.04%0.04%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.01%0.06%Q1 2013Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.09%0.46%0.72%Q2 2013Q4 202343
COMMERCE BANK 43430.02%0.04%0.05%Q1 2013Q3 202343
Boltwood Capital Management 43430.79%2.18%3.03%Q2 2013Q4 202343
Goelzer Investment Management, Inc. 43430.65%2.50%5.46%Q1 2013Q3 202343
Creative Planning 42420.12%0.18%0.34%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.02%0.12%0.30%Q2 2013Q3 202342
LPL Financial LLC 42420.50%0.90%1.67%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.46%1.15%2.17%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.53%1.21%1.60%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.01%0.05%0.09%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.01%0.05%0.25%Q2 2013Q3 202342
Annex Advisory Services, LLC 42420.44%4.09%7.24%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.68%1.74%2.58%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.10%0.17%0.65%Q2 2013Q3 202342
Palisades Hudson Asset Management, L.P. 42424.93%6.98%9.77%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.12%0.16%0.37%Q2 2013Q3 202342
GREENLEAF TRUST 42420.08%0.70%1.12%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.89%2.91%4.47%Q2 2013Q3 202342
SPINNAKER TRUST 42420.23%0.28%0.33%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.04%0.13%0.25%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.02%0.15%0.52%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.36%0.85%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.01%0.04%0.10%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.14%0.48%1.21%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.09%0.26%0.75%Q2 2013Q3 202342
TD Capital Management LLC 42420.01%0.03%0.08%Q2 2013Q3 202342
TCTC Holdings, LLC 42420.04%0.06%0.14%Q2 2013Q3 202342
Transamerica Financial Advisors, Inc. 42421.23%2.35%5.71%Q2 2013Q3 202342
Retirement Planning Group, LLC 42420.10%0.59%1.94%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.26%2.91%5.10%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.15%0.42%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.10%0.18%0.30%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.62%0.77%0.96%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.06%0.46%1.07%Q2 2013Q3 202342
Brookmont Capital Management 42420.11%0.34%0.59%Q2 2013Q3 202342
Accredited Investors Inc. 42420.44%5.64%11.73%Q2 2013Q3 202342
First Heartland Consultants, Inc. 42420.07%0.46%1.23%Q2 2013Q3 202342
NWAM LLC 3290.06%0.61%1.16%Q2 2013Q3 202342
Busey Bank 42420.05%0.10%0.22%Q2 2013Q3 202342
Alaska Permanent Capital Management 42423.82%5.41%7.36%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.30%0.37%0.48%Q2 2013Q3 202342
Cetera Advisors LLC 42420.25%0.84%1.55%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.08%0.29%0.47%Q2 2013Q3 202342
Smithfield Trust Co 42420.04%0.50%1.06%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.09%0.13%0.22%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.04%0.19%0.49%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.24%0.52%0.86%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.05%0.65%2.22%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.01%0.04%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.16%0.41%0.78%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.14%0.22%0.39%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.01%0.03%Q2 2013Q3 202342
Twele Capital Management, Inc. 42422.67%3.54%6.31%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.17%0.69%1.42%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.13%0.35%0.72%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.00%0.03%0.06%Q2 2013Q3 202342
S&T BANK/PA 42420.12%0.68%1.43%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.04%0.10%0.20%Q2 2013Q3 202342
Bangor Savings Bank 42423.86%5.69%7.62%Q2 2013Q3 202342
Baldwin Investment Management, LLC 42420.29%0.57%0.76%Q2 2013Q3 202342
MERITAGE PORTFOLIO MANAGEMENT 42420.04%0.08%0.15%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.00%0.20%0.67%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.03%0.09%Q2 2013Q3 202342
Cypress Capital Group 42420.09%0.31%0.97%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.14%0.26%0.37%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.06%0.37%0.57%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.05%Q2 2013Q3 202342
Coastline Trust Co 42420.08%0.27%1.22%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.84%1.47%2.60%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42424.81%6.20%9.45%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Exchange Capital Management, Inc. 42421.60%2.53%4.87%Q2 2013Q3 202342
SIGMA INVESTMENT COUNSELORS INC 42422.60%4.55%6.05%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.16%0.36%0.95%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.04%0.08%Q2 2013Q3 202342
Maple Capital Management, Inc. 42420.09%0.20%0.40%Q2 2013Q3 202342
First National Bank of Hutchinson 42424.99%10.26%13.24%Q2 2013Q3 202342
Ledyard National Bank 42420.00%0.19%0.83%Q2 2013Q3 202342
Hills Bank & Trust Co 42421.00%2.22%3.40%Q2 2013Q3 202342
PARTHENON LLC 42420.14%0.35%0.64%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.10%0.42%0.91%Q2 2013Q3 202342
MOTCO 42420.03%0.05%0.08%Q2 2013Q3 202342
PENINSULA ASSET MANAGEMENT INC 42425.20%6.68%7.82%Q2 2013Q3 202342
FIRST CITIZENS BANK & TRUST CO 42420.18%1.14%2.74%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.85%1.81%3.07%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42422.71%3.35%3.93%Q2 2013Q3 202342
NOTTINGHAM ADVISORS, INC. 42420.94%3.03%5.31%Q2 2013Q3 202342
FMR LLC 42420.00%0.10%0.25%Q2 2013Q3 202342
CAPITAL CITY TRUST CO/FL 42420.09%0.19%0.59%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.05%0.19%Q2 2013Q3 202342
BURKE & HERBERT BANK & TRUST CO 42420.37%1.03%1.43%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 3570.01%0.03%0.15%Q1 2013Q3 202342
FIDUCIARY TRUST CO 42420.02%0.57%1.81%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.58%1.23%2.04%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.04%0.25%0.55%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.14%0.21%0.30%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42421.01%2.26%3.10%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.42%1.00%1.76%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.15%0.33%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.02%0.03%0.07%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42427.59%9.41%10.94%Q2 2013Q3 202342
NEW ENGLAND ASSET MANAGEMENT INC 42420.03%0.10%0.34%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.05%0.40%0.91%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.04%0.09%0.15%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.17%0.70%1.37%Q2 2013Q3 202342
Sandy Spring Bank 42420.09%2.45%3.28%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.03%0.07%0.11%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.89%3.32%Q2 2013Q3 202342
CONNING INC. 42420.78%1.31%2.04%Q2 2013Q3 202342
BOSTON RESEARCH & MANAGEMENT INC 42421.14%1.89%2.46%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.28%0.79%1.49%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.16%0.24%0.31%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.03%0.06%0.09%Q2 2013Q3 202342
CIM INVESTMENT MANAGEMENT INC 42421.51%2.69%4.21%Q2 2013Q3 202342
PLANNING ALTERNATIVES LTD /ADV 42420.13%3.24%8.08%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.03%0.07%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42421.14%1.75%2.63%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.02%0.23%0.58%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.09%0.99%2.11%Q2 2013Q3 202342
Narwhal Capital Management 42420.14%0.33%0.55%Q2 2013Q3 202342
Legal & General Group Plc 42420.00%0.01%0.02%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.02%0.38%1.94%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.16%0.48%0.90%Q2 2013Q3 202342
Savant Capital, LLC 42420.10%0.40%2.07%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42421.14%1.95%3.25%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.06%0.36%1.46%Q2 2013Q4 202342
TRUST CO OF VERMONT 42420.80%1.37%1.75%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.51%0.76%1.16%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.10%0.12%0.15%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.01%0.04%0.07%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.05%0.47%1.29%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.03%0.08%0.15%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.44%1.04%2.12%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.24%0.52%1.09%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.13%0.59%Q2 2013Q4 202342
BESSEMER GROUP INC 42420.00%0.27%1.56%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42421.72%2.07%2.73%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.15%1.92%3.39%Q2 2013Q3 202342
BANK OF STOCKTON 42425.14%8.52%11.15%Q2 2013Q3 202342
Regal Investment Advisors LLC 42420.36%1.34%4.93%Q2 2013Q3 202342
Estate Counselors, LLC 42420.51%1.61%5.05%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.06%0.41%0.74%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.02%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.73%5.00%8.64%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.22%0.81%2.25%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.08%1.10%1.84%Q2 2013Q3 202342
Buckingham Capital Management, Inc. 42420.52%0.80%1.40%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.08%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.64%1.69%3.03%Q2 2013Q3 202342
Mariner, LLC 42420.04%0.44%0.95%Q2 2013Q3 202342
HEADINVEST, LLC 42425.42%6.72%7.98%Q2 2013Q3 202342
CONGRESS ASSET MANAGEMENT CO /MA 42420.01%0.04%0.13%Q2 2013Q3 202342
MORGAN STANLEY 42420.14%0.23%0.38%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.44%0.78%1.20%Q2 2013Q3 202342
King Wealth Management Group 42420.09%4.14%6.68%Q2 2013Q3 202342
JNBA Financial Advisors 42420.03%2.41%4.81%Q2 2013Q3 202342
Paragon Capital Management LLC 30110.14%0.45%0.98%Q2 2013Q3 202341
SPC Financial, Inc. 29120.03%0.23%0.55%Q2 2013Q3 202341
FLPUTNAM INVESTMENT MANAGEMENT CO 25160.54%1.12%1.82%Q2 2013Q3 202341
MIDDLETON & CO INC/MA 3920.13%0.80%1.43%Q2 2013Q3 202341
HIGHLAND CAPITAL MANAGEMENT, LLC 3920.02%0.08%0.21%Q2 2013Q3 202341
Hudock, Inc. 3740.00%5.73%8.45%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.22%0.34%0.54%Q2 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.09%0.12%0.17%Q3 2013Q3 202341
BOKF, NA 3290.41%0.69%1.06%Q2 2013Q3 202341
CAPTRUST FINANCIAL ADVISORS 29120.00%0.79%2.36%Q2 2013Q3 202341
NORTHWEST INVESTMENT COUNSELORS, LLC 27140.07%0.13%0.18%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.84%1.73%Q4 2013Q3 202341
GLENMEDE TRUST CO NA 21200.10%1.02%2.86%Q2 2013Q3 202341
Parkside Financial Bank & Trust 3380.04%0.09%0.26%Q2 2013Q3 202341
Haverford Trust Co 4011.15%2.25%3.03%Q2 2013Q3 202341
M&T BANK CORP 26150.13%0.33%0.58%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.06%0.13%Q2 2013Q3 202341
Penobscot Investment Management Company, Inc. 41410.11%0.24%0.40%Q3 2013Q3 202341
TEXAS PERMANENT SCHOOL FUND CORP 41410.03%0.10%0.35%Q1 2013Q1 202341
Janney Capital Management LLC 3380.04%0.13%0.48%Q2 2013Q3 202341
Advisory Services Network, LLC 27140.03%0.51%1.05%Q2 2013Q3 202341
Evercore Wealth Management, LLC 3560.01%0.03%0.12%Q2 2013Q3 202341
FRANKLIN RESOURCES INC 3830.00%0.01%0.05%Q2 2013Q3 202341
Hilltop Holdings Inc. 41410.11%0.49%1.58%Q3 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.01%0.02%0.11%Q3 2013Q3 202341
Montecito Bank & Trust 41410.20%1.15%2.02%Q4 2013Q4 202341
SYNOVUS FINANCIAL CORP 41410.00%0.26%1.17%Q3 2013Q3 202341
PUBLIC SECTOR PENSION INVESTMENT BOARD 3290.01%0.31%0.86%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.05%0.08%0.12%Q2 2013Q2 202341
STATE STREET CORP 21200.00%0.01%0.02%Q2 2013Q3 202341
GW HENSSLER & ASSOCIATES LTD 3380.03%2.25%4.13%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.04%0.37%0.85%Q3 2013Q3 202341
Bragg Financial Advisors, Inc 41410.03%0.06%0.09%Q3 2013Q3 202341
COLONY GROUP LLC 41410.01%0.30%0.82%Q3 2013Q3 202341
Choate Investment Advisors 21200.06%1.68%6.48%Q2 2013Q3 202341
MONTAG A & ASSOCIATES INC 41410.06%0.56%1.92%Q3 2013Q3 202341
Atria Investments, Inc 27140.11%1.59%4.96%Q2 2013Q3 202341
Somerset Trust Co 41410.20%0.46%0.74%Q4 2013Q4 202341
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 24170.07%0.43%1.73%Q2 2013Q3 202341
TWIN FOCUS CAPITAL PARTNERS, LLC 41410.21%0.56%1.13%Q3 2013Q3 202341
Private Ocean, LLC 40400.10%0.28%0.66%Q4 2013Q3 202340
NewSquare Capital LLC 3280.00%0.86%2.13%Q3 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.54%1.96%3.21%Q4 2013Q4 202340
SMITH, MOORE & CO. 40402.66%3.90%5.70%Q4 2013Q3 202340
SCOTIA CAPITAL INC. 40400.00%0.01%0.01%Q4 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.27%0.49%1.03%Q4 2013Q3 202340
Focused Wealth Management, Inc 40400.00%0.23%1.44%Q4 2013Q3 202340
ARROW FINANCIAL CORP 40400.04%1.71%6.10%Q4 2013Q3 202340
Essex Financial Services, Inc. 23170.08%0.30%0.73%Q2 2013Q3 202340
Baltimore-Washington Financial Advisors, Inc. 40400.03%0.56%1.00%Q4 2013Q3 202340
ARKANSAS FINANCIAL GROUP, INC. 40400.18%0.66%1.23%Q4 2013Q3 202340
Financial Architects, Inc 3641.86%2.63%4.24%Q2 2013Q2 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.31%0.73%1.43%Q4 2013Q3 202340
STOCK YARDS BANK & TRUST CO 40400.02%0.04%0.09%Q4 2013Q3 202340
FAS Wealth Partners, Inc. 40400.13%0.55%1.42%Q4 2013Q3 202340
Perigon Wealth Management, LLC 3010.36%0.56%1.02%Q3 2011Q3 202340
Parsec Financial Management, Inc. 40400.07%0.14%0.41%Q2 2013Q1 202340
Spears Abacus Advisors LLC 26140.02%0.03%0.04%Q3 2013Q3 202340
SCHRODER INVESTMENT MANAGEMENT GROUP 3370.00%0.00%0.01%Q3 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.10%0.20%0.53%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.07%0.55%1.26%Q4 2013Q3 202340
Shoker Investment Counsel, Inc. 40404.68%7.95%10.34%Q4 2013Q3 202340
COMERICA BANK 3910.35%0.58%0.75%Q2 2013Q3 202340
ASPIRIANT, LLC 2310.04%0.08%0.14%Q2 2013Q3 202340
BUCKINGHAM STRATEGIC WEALTH, LLC 40400.09%0.22%0.77%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.08%0.24%0.32%Q4 2013Q3 202340
BANQUE PICTET & CIE SA 40400.00%0.04%0.18%Q4 2013Q3 202340
Moreno Evelyn V 40401.10%1.99%2.63%Q4 2013Q3 202340
Opus Capital Group, LLC 40400.04%2.79%7.57%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.13%1.63%3.09%Q4 2013Q3 202340
AMERICAN INTERNATIONAL GROUP, INC. 2230.00%0.02%0.06%Q2 2013Q3 202340
CITY HOLDING CO 40400.10%0.25%0.61%Q4 2013Q3 202340
EVERMAY WEALTH MANAGEMENT LLC 40401.10%2.97%4.29%Q4 2013Q3 202340
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2740.30%1.16%2.64%Q2 2013Q3 202340
Capital Investment Advisors, LLC 3820.71%1.96%3.16%Q4 2013Q4 202340
Sequoia Financial Advisors, LLC 40400.03%0.34%1.43%Q4 2013Q3 202340
Prospera Financial Services Inc 18100.04%0.27%0.67%Q2 2013Q3 202340
Courage Miller Partners, LLC 39390.20%0.24%0.29%Q1 2014Q3 202339
Diversified Trust Co 3710.02%0.64%1.95%Q4 2013Q4 202339
Raymond James Financial Services Advisors, Inc. 1440.13%0.70%1.14%Q2 2013Q3 202339
CHOREO, LLC 39390.05%0.19%0.49%Q1 2014Q3 202339
NORRIS PERNE & FRENCH LLP/MI 39390.25%0.58%1.18%Q1 2014Q3 202339
RHUMBLINE ADVISERS 3310.00%0.00%0.01%Q3 2013Q3 202339
Moors & Cabot, Inc. 39390.05%0.07%0.10%Q1 2014Q3 202339
One Capital Management, LLC 39390.04%0.54%1.32%Q1 2014Q3 202339
STEPHENS INC /AR/ 3040.01%0.10%0.25%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.04%0.15%0.26%Q1 2014Q3 202339
Avior Wealth Management, LLC 39390.01%0.33%1.48%Q1 2014Q3 202339
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3630.05%1.52%2.33%Q4 2013Q3 202339
BANK OF THE WEST 39390.39%0.85%1.66%Q2 2013Q4 202239
WRAPMANAGER INC 3270.09%1.47%4.35%Q3 2012Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.34%0.41%0.54%Q2 2013Q4 202239
CIBC Private Wealth Group, LLC 39390.05%0.15%0.41%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.00%0.05%0.10%Q1 2014Q3 202339
FDx Advisors, Inc. 20190.01%0.60%1.86%Q4 2013Q3 202339
Gradient Investments LLC 2410.00%0.13%1.66%Q2 2013Q3 202339
Jaffetilchin Investment Partners, LLC 28110.10%0.68%2.22%Q2 2013Q3 202339
WOODSTOCK CORP 3090.04%0.07%0.17%Q2 2013Q4 202339
Vigilant Capital Management, LLC 27120.00%0.01%0.02%Q2 2013Q2 202339
ARGI Investment Services, LLC 39390.08%0.39%1.09%Q2 2013Q4 202239
DOWLING & YAHNKE LLC 38380.03%0.09%0.12%Q2 2013Q3 202238
DT Investment Partners, LLC 24140.04%2.97%6.60%Q2 2013Q3 202338
OLD NATIONAL BANCORP /IN/ 38380.03%0.20%0.42%Q2 2014Q3 202338
Beaumont Financial Partners, LLC 38380.02%0.10%0.45%Q2 2013Q3 202238
VICUS CAPITAL 3620.06%4.26%8.17%Q1 2014Q3 202338
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 24140.10%0.34%0.60%Q2 2013Q3 202338
EATON VANCE MANAGEMENT 38380.01%0.02%0.02%Q2 2013Q3 202238
Round Table Services, LLC 38380.55%2.89%7.47%Q2 2013Q3 202238
CREDIT SUISSE AG/ 1610.00%0.02%0.14%Q1 2013Q3 202338
AMARILLO NATIONAL BANK 3620.04%0.22%0.46%Q2 2013Q2 202338
Brown Advisory Securities, LLC 38380.11%0.50%1.54%Q2 2013Q3 202238
MASON STREET ADVISORS, LLC 3170.01%1.10%12.21%Q2 2013Q3 202338
West Coast Financial LLC 3514.72%11.12%15.96%Q2 2013Q3 202338
HOWLAND CAPITAL MANAGEMENT LLC 22160.02%0.05%0.07%Q4 2013Q3 202338
CADINHA & CO LLC 24140.04%0.63%5.78%Q1 2014Q3 202338
McKinley Carter Wealth Services, Inc. 3510.15%2.27%8.40%Q4 2013Q3 202338
DUBUQUE BANK & TRUST CO 38380.01%0.12%0.30%Q2 2014Q3 202338
PITTENGER & ANDERSON INC 38380.00%0.12%0.87%Q2 2014Q3 202338
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3080.03%0.08%0.19%Q1 2014Q3 202338
WOLVERINE TRADING, LLC 710.00%0.01%0.02%Q3 2016Q3 202338
Colonial Trust Advisors 27100.03%0.90%1.95%Q2 2013Q3 202337
Lowe Wealth Advisors, LLC 37370.01%0.02%0.05%Q4 2014Q4 202337
THRIVENT FINANCIAL FOR LUTHERANS 37370.00%0.10%0.32%Q3 2014Q3 202337
PEDDOCK CAPITAL ADVISORS, LLC 3610.13%0.19%0.26%Q2 2014Q3 202337
Aviance Capital Partners, LLC 37370.12%0.17%0.30%Q3 2014Q3 202337
LOWE BROCKENBROUGH & CO INC 37370.04%0.48%1.04%Q3 2014Q3 202337
AMERICAN NATIONAL BANK 37370.06%0.10%0.42%Q3 2014Q3 202337
Peak Asset Management, LLC 36360.01%0.33%0.53%Q4 2014Q3 202337
FIRST MANHATTAN CO. LLC. 3220.00%0.01%0.02%Q2 2013Q3 202337
ENTERPRISE FINANCIAL SERVICES CORP 37370.43%1.50%3.54%Q2 2013Q2 202237
Community Bank, N.A. 36361.42%2.08%3.34%Q4 2014Q3 202336
Traynor Capital Management, Inc. 36360.11%2.29%6.26%Q4 2014Q3 202336
STERLING INVESTMENT ADVISORS LLC /ADV 36362.00%2.51%2.82%Q4 2014Q3 202336
WASHINGTON TRUST BANK 21150.01%0.05%0.13%Q1 2014Q3 202336
People's United Financial, Inc. 36360.00%0.03%0.09%Q2 2013Q1 202236
HOWE & RUSLING INC 2210.00%0.40%0.84%Q4 2013Q3 202336
CENTRAL BANK & TRUST CO 36360.10%0.48%0.85%Q4 2014Q3 202336
RiverFront Investment Group, LLC 1310.01%0.98%4.05%Q4 2008Q2 202336
OLD SECOND NATIONAL BANK OF AURORA 36360.01%0.01%0.02%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.31%0.42%0.54%Q4 2014Q3 202336
Towercrest Capital Management 36361.10%2.27%3.67%Q4 2014Q3 202336
Patten Group, Inc. 36360.07%0.21%0.36%Q4 2014Q3 202336
Bison Wealth, LLC 36360.02%0.29%0.51%Q4 2014Q3 202336
Sigma Planning Corp 36360.56%1.08%2.36%Q4 2014Q3 202336
Wealth Architects, LLC 36366.79%9.46%12.44%Q4 2014Q3 202336
BTC Capital Management, Inc. 21150.05%0.10%0.17%Q3 2014Q3 202336
KWMG, LLC 36360.11%1.00%2.85%Q4 2014Q3 202336
FORVIS Wealth Advisors, LLC 36360.05%0.48%1.81%Q4 2014Q3 202336
NOESIS CAPITAL MANGEMENT CORP 20160.13%2.83%3.50%Q2 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.09%0.79%1.22%Q4 2014Q3 202336
Legacy Private Trust Co. 2510.03%1.12%3.79%Q2 2013Q3 202336
MAI Capital Management 36360.25%1.11%1.69%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.32%0.77%1.29%Q4 2014Q3 202336
ALLIANCEBERNSTEIN L.P. 36360.00%0.01%0.05%Q4 2014Q3 202336
LYNCH & ASSOCIATES/IN 36360.68%1.09%1.43%Q1 2015Q4 202336
STALEY CAPITAL ADVISERS INC 36360.02%0.06%0.10%Q4 2014Q3 202336
Tradewinds Capital Management, LLC 3410.00%0.01%0.01%Q4 2013Q3 202336
Meristem Family Wealth, LLC 36360.31%7.34%12.33%Q2 2013Q1 202236
WASHINGTON TRUST Co 36360.02%0.15%0.57%Q4 2014Q3 202336
Glassman Wealth Services 36360.02%0.06%0.13%Q4 2014Q3 202336
Klingman & Associates, LLC 36360.96%3.27%5.45%Q4 2014Q3 202336
Family Firm, Inc. 36360.70%0.94%1.24%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.00%0.02%Q4 2014Q3 202336
Smith, Salley & Associates 3240.03%0.12%0.60%Q2 2014Q3 202336
Cambridge Advisors Inc. 36360.21%0.50%0.77%Q4 2014Q3 202336
Neumann Capital Management, LLC 36363.97%5.25%6.21%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.01%0.01%0.03%Q2 2013Q1 202236
CWM, LLC 2440.03%0.69%1.38%Q3 2013Q3 202336
Summit Financial Strategies, Inc. 36363.63%6.45%9.71%Q4 2014Q3 202336
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2880.02%0.17%0.43%Q2 2013Q3 202336
NATIXIS ADVISORS, L.P. 3050.00%0.07%0.20%Q2 2013Q3 202335
Parallax Volatility Advisers, L.P. 2110.00%0.00%0.02%Q3 2013Q1 202035
REGENTATLANTIC CAPITAL LLC 3230.02%1.01%4.67%Q4 2013Q3 202235
BLB&B Advisors, LLC 35350.04%3.70%5.68%Q1 2015Q3 202335
UNITED SERVICES AUTOMOBILE ASSOCIATION 24110.04%0.32%1.50%Q2 2013Q3 202335
Voya Financial Advisors, Inc. 35351.30%3.53%7.15%Q1 2015Q3 202335
Trust Co 35350.04%0.84%1.93%Q1 2015Q3 202335
Triangle Securities Wealth Management 2530.15%1.11%1.70%Q2 2013Q3 202335
ROPES WEALTH ADVISORS LLC 35350.11%0.71%1.98%Q1 2015Q3 202335
LVZ, Inc. 35350.83%6.43%11.18%Q1 2015Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.01%0.08%Q2 2013Q4 202135
Canal Capital Management, LLC 35350.19%2.04%3.51%Q1 2015Q3 202335
HOLLENCREST CAPITAL MANAGEMENT 2540.03%0.67%4.08%Q4 2013Q3 202335
SIGNET FINANCIAL MANAGEMENT, LLC 2690.26%0.44%0.74%Q4 2014Q3 202335
Alley Co LLC 35350.20%0.90%1.32%Q2 2013Q4 202135
FIRST NATIONAL TRUST CO 35350.05%0.54%3.33%Q1 2015Q3 202335
CLEAR INVESTMENT RESEARCH, LLC 35352.17%4.58%10.20%Q1 2015Q3 202335
Ironwood Financial, llc 3140.75%2.98%7.51%Q4 2014Q3 202335
PIONEER TRUST BANK N A/OR 2690.08%0.33%0.62%Q2 2013Q3 202335
PERRITT CAPITAL MANAGEMENT INC 35350.06%0.23%0.40%Q1 2015Q3 202335
BlackRock Inc. 35350.00%0.03%0.09%Q1 2015Q3 202335
VESTOR CAPITAL, LLC 22130.38%2.29%4.32%Q4 2014Q3 202335
Vision Capital Management, Inc. 35350.24%4.08%5.68%Q1 2015Q3 202335
Roble, Belko & Company, Inc 35350.01%0.34%1.22%Q1 2015Q3 202335
Clark Capital Management Group, Inc. 21130.00%0.51%4.11%Q1 2015Q3 202334
KINGS POINT CAPITAL MANAGEMENT 34340.00%0.08%0.64%Q4 2013Q1 202234
MACROVIEW INVESTMENT MANAGEMENT LLC 2950.00%0.48%2.18%Q3 2013Q3 202334
SECURITY NATIONAL TRUST CO 34340.13%0.21%0.26%Q2 2013Q3 202134
Pegasus Partners Ltd. 34340.19%4.36%13.03%Q2 2015Q3 202334
LINCOLN NATIONAL CORP 34340.04%0.28%0.50%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.05%1.68%2.68%Q2 2015Q3 202334
MILLENNIUM MANAGEMENT LLC 1610.00%0.01%0.05%Q1 2014Q2 202334
BINGHAM OSBORN & SCARBOROUGH LLC 34340.03%0.85%4.43%Q2 2013Q3 202134
Capital Directions Investment Advisors, LLC 2210.00%0.01%0.04%Q2 2013Q4 202234
Baird Financial Group, Inc. 34340.29%0.56%1.01%Q2 2015Q3 202334
First Financial Bank - Trust Division 34340.06%1.22%2.56%Q3 2015Q4 202334
Polaris Wealth Advisory Group, LLC 3040.00%0.98%2.30%Q2 2013Q2 202334
QCI ASSET MANAGEMENT INC/NY 34340.23%0.65%2.68%Q2 2013Q3 202134
ELM ADVISORS, LLC 34342.66%3.15%3.88%Q4 2013Q1 202234
Carroll Financial Associates, Inc. 2950.01%0.22%0.66%Q2 2013Q4 202134
Thomasville National Bank 2710.06%0.41%2.25%Q4 2013Q3 202334
ASSETMARK, INC 3210.01%0.40%1.00%Q3 2013Q3 202333
Baker Avenue Asset Management, LP 19140.04%0.31%1.57%Q2 2015Q3 202333
Bank OZK 33330.11%0.53%0.76%Q3 2015Q3 202333
Spectrum Management Group, LLC 23100.04%0.42%1.64%Q4 2013Q3 202233
PREMIER ASSET MANAGEMENT LLC 1960.04%0.52%3.01%Q3 2013Q4 202233
SMITH CHAS P & ASSOCIATES PA CPAS 33330.06%1.91%3.72%Q3 2015Q3 202333
Sageworth Trust Co 21120.01%0.86%5.44%Q4 2014Q3 202333
HM PAYSON & CO 1930.02%0.06%0.17%Q2 2013Q3 202333
Lenox Wealth Advisors, LLC 3120.00%0.02%0.03%Q3 2013Q1 202233
Brookstone Capital Management 3120.02%0.54%1.66%Q2 2015Q3 202333
Carlton Hofferkamp & Jenks Wealth Management, LLC 33330.26%1.23%1.55%Q3 2015Q3 202333
RFG Advisory, LLC 3210.22%0.43%0.68%Q2 2015Q3 202333
PARAMETRIC PORTFOLIO ASSOCIATES LLC 3030.00%0.00%0.01%Q4 2013Q1 202233
NOVARE CAPITAL MANAGEMENT LLC 2520.03%0.41%1.67%Q2 2013Q1 202333
Alpha Omega Wealth Management LLC 32320.10%0.33%0.69%Q4 2015Q3 202332
Family Capital Trust Co 32320.00%0.17%1.07%Q3 2015Q2 202332
Regal Wealth Group, Inc. 32320.14%1.30%2.74%Q4 2015Q3 202332
MERIDIAN INVESTMENT COUNSEL INC. 32320.35%0.46%0.54%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32321.52%2.11%2.63%Q4 2015Q3 202332
BRIGHTON JONES LLC 2750.04%0.13%0.46%Q3 2015Q3 202332
St. Louis Trust Co 32326.77%13.14%18.03%Q4 2015Q3 202332
Arete Wealth Advisors, LLC 2930.09%0.52%0.94%Q4 2013Q3 202332
ROCKLAND TRUST CO 3110.05%0.09%0.17%Q2 2015Q3 202332
Oakworth Capital, Inc. 32320.01%0.47%5.10%Q4 2015Q3 202332
FRG Family Wealth Advisors LLC 32320.32%0.63%1.01%Q4 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.04%0.13%0.20%Q4 2015Q3 202332
LBMC INVESTMENT ADVISORS, LLC 32320.12%0.70%1.42%Q4 2015Q3 202332
AMG National Trust Bank 32320.02%0.04%0.08%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.23%2.06%5.86%Q4 2015Q3 202332
LGL PARTNERS, LLC 32322.34%6.70%10.24%Q4 2015Q3 202332
Simplicity Solutions, LLC 32320.03%0.51%1.90%Q4 2015Q3 202332
HSBC HOLDINGS PLC 2220.00%0.01%0.02%Q1 2012Q3 202332
PACIFIC FINANCIAL GROUP INC 2010.11%6.50%12.66%Q2 2013Q3 202332
JFS WEALTH ADVISORS, LLC 32322.82%5.78%8.12%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32320.26%0.62%1.15%Q4 2015Q3 202332
Garde Capital, Inc. 2620.03%0.40%0.96%Q4 2014Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.10%0.21%0.42%Q4 2015Q3 202332
MARTIN & CO INC /TN/ 2660.07%0.53%1.67%Q2 2013Q2 202132
FIRST NATIONAL BANK OF OMAHA 32320.04%0.12%0.20%Q4 2015Q3 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 32320.44%2.57%4.85%Q4 2015Q3 202332
Haverford Financial Services, Inc. 32320.14%0.19%0.25%Q4 2015Q3 202332
FFT WEALTH MANAGEMENT LLC 32321.14%4.71%9.75%Q4 2015Q3 202332
DAVIS R M INC 32320.01%0.04%0.06%Q4 2015Q3 202332
Oliver Luxxe Assets LLC 32320.10%0.59%1.09%Q4 2015Q3 202332
Armbruster Capital Management, Inc. 32320.56%1.10%1.91%Q4 2015Q3 202332
Covington Capital Management 21110.40%1.16%1.88%Q2 2013Q3 202232
Fiera Capital Corp 32320.06%0.09%0.12%Q4 2015Q3 202332
High Falls Advisors, Inc 32320.01%2.60%4.42%Q4 2015Q3 202332
Well Done, LLC 32320.13%1.64%3.83%Q4 2015Q3 202332
Brouwer & Janachowski, LLC 32320.17%0.59%2.00%Q4 2013Q3 202132
NIXON PEABODY TRUST CO 32320.42%1.22%1.84%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.01%0.02%Q1 2016Q4 202332
Edmonds Duncan Registered Investment Advisors, LLC 32320.25%1.75%5.74%Q4 2015Q3 202332
PEOPLES BANK /OH 32322.37%3.12%3.50%Q4 2015Q3 202332
Grove Bank & Trust 32323.56%6.29%8.03%Q4 2015Q3 202332
Plancorp, LLC 2840.02%0.19%0.40%Q1 2014Q3 202332
WBH ADVISORY INC 2930.12%0.68%1.24%Q3 2015Q3 202332
Cornerstone Advisory, LLC 32320.80%4.39%11.58%Q4 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.18%0.43%0.65%Q4 2015Q3 202332
Corrigan Financial, Inc. 32320.65%1.23%1.89%Q4 2015Q3 202332
FIRST INTERSTATE BANK 22100.06%2.79%9.30%Q3 2015Q3 202332
UMB Bank, n.a. 32321.24%1.92%2.43%Q4 2015Q3 202332
TORONTO DOMINION BANK 3010.00%0.00%0.00%Q4 2015Q3 202331
FIRST FOUNDATION ADVISORS 1820.01%0.04%0.08%Q3 2013Q3 202331
Sutton Wealth Advisors Inc. 31310.86%1.24%2.58%Q1 2016Q3 202331
Crestwood Advisors Group, LLC 31310.28%1.41%2.68%Q1 2016Q3 202331
GRIMES & COMPANY, INC. 31310.12%2.68%5.15%Q1 2016Q3 202331
Day & Ennis, LLC 17140.12%1.00%2.28%Q4 2015Q3 202331
GFS Advisors, LLC 31310.01%0.76%1.42%Q1 2016Q3 202331
Pinnacle Wealth Management Advisory Group, LLC 3010.16%1.16%2.46%Q4 2015Q3 202331
Intercontinental Wealth Advisors, LLC 31310.03%0.12%0.17%Q4 2015Q2 202331
Lido Advisors, LLC 31310.04%0.11%0.22%Q1 2016Q3 202331
CAPE ANN SAVINGS BANK 1210.45%3.64%5.97%Q4 2014Q3 202331
PETTYJOHN, WOOD & WHITE, INC 31310.13%0.56%0.75%Q1 2016Q3 202331
Allworth Financial LP 31310.01%0.14%0.55%Q1 2016Q3 202331
Asset Dedication, LLC 2650.00%0.11%0.32%Q4 2015Q3 202331
Affiance Financial, LLC 31310.18%4.18%10.25%Q1 2016Q3 202331
EXENCIAL WEALTH ADVISORS, LLC 2210.00%0.12%0.28%Q1 2013Q3 202331
IFP Advisors, Inc 17140.17%0.58%1.51%Q4 2015Q3 202331
Madden Advisory Services, Inc. 2110.01%1.67%2.79%Q3 2014Q3 202331
Mandatum Life Insurance Co Ltd 2920.03%0.18%0.50%Q4 2015Q3 202331
Alexandria Capital, LLC 2150.02%0.05%0.10%Q2 2013Q2 202131
RPg Family Wealth Advisory, LLC 21100.01%0.18%0.35%Q4 2015Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.31%1.34%2.50%Q1 2016Q3 202331
OARSMAN CAPITAL, INC. 31310.11%0.27%0.81%Q1 2016Q3 202331
Simmons Bank 31311.22%2.13%2.94%Q1 2016Q3 202331
Kovack Advisors, Inc. 2920.07%0.35%1.68%Q4 2013Q3 202331
Brinker Capital Investments, LLC 2650.00%0.63%1.02%Q4 2014Q4 202231
Tarbox Family Office, Inc. 31310.10%4.62%9.20%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.15%1.39%2.41%Q1 2016Q3 202331
Dynamic Advisor Solutions LLC 2460.00%0.93%2.38%Q4 2015Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.01%0.04%0.15%Q2 2016Q4 202331
1832 Asset Management L.P. 1610.01%0.06%0.15%Q1 2014Q3 202331
Frontier Wealth Management LLC 31310.06%0.27%0.52%Q4 2014Q2 202231
Fiduciary Group LLC 31310.05%0.46%1.12%Q1 2016Q3 202331
Kelman-Lazarov, Inc. 31310.17%2.84%5.69%Q1 2016Q3 202331
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 31310.07%3.46%10.25%Q1 2016Q3 202331
NEXT Financial Group, Inc 30300.01%0.26%0.54%Q3 2014Q4 202130
SevenBridge Financial Group, LLC 30300.11%0.83%1.96%Q2 2016Q3 202330
BOK Financial Private Wealth, Inc. 30300.19%1.14%2.39%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.11%0.46%0.93%Q2 2013Q3 202030
GIRARD PARTNERS LTD. 30300.03%0.08%0.18%Q4 2015Q1 202330
Southeast Asset Advisors Inc. 30300.11%0.45%0.81%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.06%0.56%1.31%Q1 2016Q3 202330
Truepoint, Inc. 18120.02%0.08%0.15%Q3 2015Q3 202330
Legacy Wealth Management, Inc 30300.15%3.43%8.76%Q2 2016Q3 202330
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.10%0.20%0.79%Q3 2013Q4 202030
Country Club Trust Company, n.a. 1410.11%0.19%0.36%Q2 2013Q4 202130
HERITAGE INVESTORS MANAGEMENT CORP 2610.02%0.08%0.14%Q2 2015Q3 202330
FIRST FINANCIAL CORP /IN/ 30300.01%0.05%0.17%Q2 2016Q3 202330
Clearwater Capital Advisors, LLC 30300.07%0.11%0.17%Q2 2016Q3 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.71%1.41%2.68%Q2 2013Q3 202030
Integrated Investment Consultants, LLC 2370.11%0.44%1.37%Q1 2016Q3 202330
WELCH & FORBES LLC 30300.01%0.02%0.05%Q2 2016Q3 202330
WealthPLAN Partners, LLC 1210.02%0.41%2.91%Q1 2015Q4 202330
Modera Wealth Management, LLC 30300.05%0.23%1.82%Q2 2016Q3 202330
ACG Wealth 2120.05%0.17%0.36%Q4 2013Q3 202230
Overbrook Management Corp 2410.07%0.26%0.81%Q4 2013Q4 202130
Horan Securities, Inc. 2280.26%8.62%17.22%Q1 2016Q3 202330
BAILARD, INC. 30300.36%0.44%0.56%Q2 2016Q3 202330
Miracle Mile Advisors, LLC 17130.02%0.97%3.64%Q1 2016Q3 202330
BALASA DINVERNO & FOLTZ LLC 29290.03%0.09%0.16%Q3 2015Q3 202229
MML INVESTORS SERVICES, LLC 2630.25%0.77%1.16%Q2 2015Q3 202329
VALLEY NATIONAL ADVISERS INC 2020.00%0.13%0.96%Q4 2014Q3 202329
WINTRUST INVESTMENTS LLC 18110.07%0.61%1.04%Q2 2016Q3 202329
1ST SOURCE BANK 2810.02%0.28%1.55%Q1 2014Q3 202329
MONEYWISE, INC. 29290.48%2.78%4.65%Q3 2016Q3 202329
ZACKS INVESTMENT MANAGEMENT 1810.01%0.05%0.09%Q2 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.05%0.30%Q4 2013Q4 202029
TELEMUS CAPITAL, LLC 2720.32%2.34%4.14%Q2 2016Q3 202329
MITCHELL CAPITAL MANAGEMENT CO 29290.08%0.14%0.35%Q3 2016Q3 202329
SOL Capital Management CO 29290.09%0.29%0.46%Q3 2016Q3 202329
MV CAPITAL MANAGEMENT, INC. 2270.00%0.11%0.26%Q4 2014Q3 202329
Baystate Wealth Management LLC 2810.00%0.06%0.17%Q2 2013Q3 202329
Birch Hill Investment Advisors LLC 29290.02%0.31%0.82%Q3 2016Q3 202329
First PREMIER Bank 29290.03%0.07%0.19%Q3 2016Q3 202329
Mechanics Bank Trust Department 29290.14%0.26%0.42%Q3 2016Q3 202329
TWO SIGMA SECURITIES, LLC 910.00%0.10%1.24%Q4 2016Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.02%0.12%Q3 2013Q3 202329
First Personal Financial Services 28280.00%0.03%0.20%Q4 2016Q3 202328
Pachira Investments Inc. 28282.82%18.13%31.34%Q4 2016Q3 202328
Highland Private Wealth Management 28281.16%1.75%2.72%Q4 2015Q3 202228
Cornerstone Wealth Management, LLC 2530.24%0.58%1.71%Q3 2016Q3 202328
PEOPLES FINANCIAL SERVICES CORP. 2710.01%0.01%0.01%Q4 2013Q3 202328
Lee Financial Co 28280.03%3.52%6.74%Q4 2016Q3 202328
Private Advisory Group LLC 28280.75%1.79%2.83%Q4 2016Q3 202328
JUNCTURE WEALTH STRATEGIES, LLC 28280.12%0.56%0.98%Q1 2017Q4 202328
Gilbert & Cook, Inc. 28280.14%0.28%0.55%Q4 2016Q3 202328
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2440.00%0.18%0.82%Q2 2013Q3 202328
Advisory Alpha, LLC 28280.02%0.66%3.00%Q4 2016Q3 202328
OPTIMUM INVESTMENT ADVISORS 2440.00%0.05%0.09%Q2 2014Q4 202328
FARR MILLER & WASHINGTON LLC/DC 28280.02%0.07%0.10%Q4 2014Q3 202128
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28280.02%0.13%0.20%Q4 2016Q3 202328
NorthRock Partners, LLC 28280.03%0.31%1.74%Q4 2016Q3 202328
Capital Planning Advisors, LLC 2220.05%2.34%5.57%Q1 2015Q3 202328
LINCOLN CAPITAL CORP 28280.16%0.41%0.53%Q4 2016Q3 202328
Rezny Wealth Management, Inc. 2110.00%9.07%13.79%Q1 2015Q4 202228
AUA CAPITAL MANAGEMENT, LLC 28281.01%1.36%1.68%Q4 2016Q3 202328
CAPITAL FUND MANAGEMENT S.A. 410.00%0.02%0.04%Q2 2014Q3 202328
Pflug Koory, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
O'Dell Group, LLC 28283.40%4.95%6.42%Q4 2016Q3 202328
Jacobi Capital Management LLC 28280.00%0.08%0.22%Q4 2016Q3 202328
Connecticut Wealth Management, LLC 18100.47%4.52%11.39%Q3 2016Q3 202328
WEST PACES ADVISORS INC. 28280.12%6.67%12.55%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.20%1.13%2.68%Q4 2016Q3 202328
CAPITAL ADVISORS INC/OK 28280.17%0.66%1.24%Q4 2016Q3 202328
SG Americas Securities, LLC 1810.00%0.03%0.20%Q3 2013Q3 202328
Wallington Asset Management, LLC 16122.05%4.10%5.18%Q1 2016Q3 202328
Gerber Kawasaki Wealth & Investment Management 1510.01%1.03%3.32%Q4 2015Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.48%0.81%1.80%Q4 2016Q3 202328
Argent Trust Co 28280.10%0.56%1.10%Q4 2016Q3 202328
BlueSky Wealth Advisors, LLC 28280.38%1.19%2.42%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.44%0.81%1.39%Q4 2016Q3 202328
Stelac Advisory Services LLC 28280.04%0.24%0.57%Q4 2016Q3 202328
Dana Investment Advisors, Inc. 28280.02%0.07%0.15%Q4 2016Q3 202328
Neuberger Berman Group LLC 1310.00%0.00%0.01%Q2 2013Q3 202328
Armor Investment Advisors, LLC 28280.05%0.12%0.18%Q4 2016Q3 202328
MISSION WEALTH MANAGEMENT, LP 28280.05%1.22%2.33%Q4 2016Q3 202328
Perkins Coie Trust Co 28280.01%0.01%0.03%Q4 2016Q3 202328
Stonebridge Capital Advisors LLC 1610.00%0.13%0.35%Q2 2014Q3 202328
WEBSTER BANK, N. A. 28280.01%0.03%0.04%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.24%0.41%0.74%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.10%2.48%6.59%Q4 2016Q3 202328
Northwest Quadrant Wealth Management, LLC 28288.78%11.16%14.84%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.57%0.79%1.11%Q1 2016Q4 202228
Capital Investment Advisory Services, LLC 28280.38%0.60%2.09%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.18%0.85%1.86%Q4 2016Q3 202328
Burt Wealth Advisors 2510.01%0.06%0.30%Q4 2014Q3 202328
Ancora Advisors LLC 28280.05%0.20%0.28%Q4 2016Q3 202328
OXFORD FINANCIAL GROUP, LTD. LLC 28280.04%0.23%0.47%Q4 2016Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.78%1.09%1.50%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.10%0.40%1.10%Q4 2016Q3 202328
Homrich & Berg 1620.02%0.08%0.22%Q4 2013Q3 202128
Marietta Wealth Management, LLC 28281.87%2.48%3.17%Q4 2016Q3 202328
Fusion Family Wealth LLC 28280.10%0.55%1.00%Q4 2016Q3 202328
United Bank 28281.58%1.90%2.34%Q4 2016Q3 202328
AE Wealth Management LLC 28280.17%0.40%0.85%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.36%0.82%2.08%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.49%2.37%5.29%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.49%1.12%Q4 2016Q3 202328
V Wealth Advisors LLC 28280.17%0.65%2.45%Q4 2016Q3 202328
RKL Wealth Management LLC 28280.12%2.68%3.89%Q4 2016Q3 202328
Stratford Consulting, LLC 28281.02%3.99%5.23%Q2 2013Q1 202028
Continuum Advisory, LLC 27270.32%1.21%2.34%Q1 2017Q3 202327
TIEDEMANN ADVISORS, LLC 27270.01%0.10%0.18%Q1 2017Q3 202327
PineBridge Investments, L.P. 27270.06%0.22%0.57%Q2 2013Q4 201927
MCRAE CAPITAL MANAGEMENT INC 27270.10%0.17%0.23%Q1 2017Q3 202327
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1430.02%0.04%0.05%Q2 2016Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.03%0.06%0.24%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.15%0.47%0.96%Q2 2013Q4 201927
BBVA USA Bancshares, Inc. 2010.01%0.06%0.16%Q2 2013Q1 202127
ATWOOD & PALMER INC 2610.00%0.00%0.01%Q3 2014Q3 202327
Community Bank & Trust, Waco, Texas 14130.07%0.10%0.14%Q4 2016Q3 202327
BEACON INVESTMENT ADVISORY SERVICES, INC. 27270.66%3.64%6.63%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.91%1.56%2.70%Q4 2016Q3 202327
RWA WEALTH PARTNERS, LLC 27270.01%0.10%0.58%Q1 2017Q3 202327
BOYS ARNOLD & CO INC 16110.07%0.13%0.20%Q2 2013Q1 202027
Wealthcare Advisory Partners LLC 27270.00%0.26%0.81%Q1 2017Q3 202327
COLDSTREAM CAPITAL MANAGEMENT INC 2340.01%0.07%0.19%Q4 2016Q3 202327
Norway Savings Bank 2610.22%0.77%1.82%Q4 2016Q3 202327
LCNB CORP 2160.50%0.93%1.31%Q4 2016Q3 202327
SHEETS SMITH WEALTH MANAGEMENT 2340.05%0.34%0.76%Q1 2013Q3 202327
Asset Planning Services, Ltd. 27270.48%1.19%2.08%Q2 2015Q4 202127
CFO4Life Group, LLC 27271.72%2.74%6.14%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.28%4.21%7.92%Q4 2016Q3 202327
Sheaff Brock Investment Advisors, LLC 27270.02%0.03%0.07%Q1 2017Q3 202327
ALBION FINANCIAL GROUP /UT 17101.90%2.92%3.37%Q4 2016Q3 202327
SNS Financial Group, LLC 27270.04%0.07%0.11%Q1 2017Q3 202327
Stadion Money Management, LLC 27271.10%5.52%12.18%Q2 2013Q4 201927
Conservest Capital Advisors, Inc. 27272.31%3.01%3.91%Q1 2017Q3 202327
COUNTRY TRUST BANK 1410.00%0.01%0.06%Q2 2014Q4 202327
SIMON QUICK ADVISORS, LLC 27270.02%0.22%0.72%Q4 2016Q2 202327
Kohmann Bosshard Financial Services, LLC 2520.31%0.58%1.24%Q4 2016Q3 202327
PHILLIPS FINANCIAL MANAGEMENT, LLC 27270.21%1.05%1.89%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.29%0.92%1.41%Q1 2017Q3 202327
Joel Isaacson & Co., LLC 17100.01%0.05%0.09%Q3 2014Q3 202327
MONETA GROUP INVESTMENT ADVISORS LLC 2610.00%1.76%2.69%Q3 2015Q3 202327
CIBC BANK USA 27270.12%0.16%0.27%Q2 2013Q4 201927
APPLETON PARTNERS INC/MA 15120.02%0.03%0.05%Q1 2017Q4 202327
Vivaldi Capital Management LP 27270.00%0.30%2.11%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.29%0.81%1.11%Q1 2017Q3 202327
PATTON ALBERTSON MILLER GROUP, LLC 27270.16%0.50%1.17%Q1 2017Q3 202327
EP Wealth Advisors, LLC 26260.07%0.25%0.63%Q2 2017Q3 202326
OneDigital Investment Advisors LLC 26260.01%0.31%0.82%Q2 2017Q3 202326
FAYEZ SAROFIM & CO 2420.00%0.00%0.00%Q4 2013Q3 202326
Linscomb & Williams, Inc. 2510.03%0.07%0.15%Q4 2016Q3 202326
Evanson Asset Management, LLC 26260.05%0.15%0.25%Q2 2017Q3 202326
Wela Strategies, Inc. 2311.75%3.36%6.35%Q1 2017Q4 202326
PALLADIUM PARTNERS LLC 2310.00%0.06%0.10%Q2 2013Q1 202226
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1310.24%1.03%2.91%Q3 2015Q3 202226
MADISON INVESTMENT HOLDINGS INC 26260.03%0.61%0.78%Q2 2013Q3 201926
Stockman Wealth Management, Inc. 2510.17%1.05%6.92%Q1 2017Q3 202326
BB&T SECURITIES, LLC 26260.01%0.15%0.38%Q2 2013Q3 201926
WHALEROCK POINT PARTNERS, LLC 26260.07%0.21%0.42%Q2 2017Q3 202326
Cerity Partners LLC 2510.10%0.39%0.74%Q1 2017Q3 202326
Waldron Private Wealth LLC 2510.10%0.20%0.62%Q1 2017Q3 202326
NewEdge Advisors, LLC 26260.11%0.66%1.04%Q2 2017Q3 202326
Aveo Capital Partners, LLC 1410.21%0.49%0.78%Q4 2016Q3 202326
Willingdon Wealth Management 26260.00%0.41%1.11%Q4 2013Q1 202026
Valeo Financial Advisors, LLC 25250.01%5.12%7.36%Q3 2017Q3 202326
Founders Capital Management 13130.01%0.02%0.06%Q1 2017Q4 202326
WESBANCO BANK INC 1140.01%0.08%0.25%Q3 2016Q3 202326
Summit X, LLC 26260.15%0.81%1.65%Q2 2017Q3 202326
SRS Capital Advisors, Inc. 1070.03%0.08%0.21%Q4 2016Q3 202326
Garner Asset Management Corp 26260.17%0.23%0.28%Q2 2017Q3 202326
IBERIABANK CORP 2150.13%1.09%2.82%Q4 2013Q2 202026
BerganKDV Wealth Management, LLC 26260.07%0.96%1.69%Q1 2017Q2 202326
WEALTHCARE CAPITAL MANAGEMENT LLC 2510.00%0.02%0.03%Q1 2014Q1 202126
SOUTH TEXAS MONEY MANAGEMENT LTD 26265.80%8.64%10.21%Q2 2013Q3 201926
FORT PITT CAPITAL GROUP, LLC 1140.01%0.02%0.04%Q4 2015Q3 202326
Donald L. Hagan, LLC 1610.15%2.02%5.76%Q3 2015Q4 202226
BALDWIN BROTHERS LLC/MA 2510.00%0.04%0.05%Q4 2016Q4 202326
FC Advisory LLC 13130.12%0.15%0.20%Q4 2016Q4 202326
LeJeune Puetz Investment Counsel LLC 26260.58%0.70%0.95%Q4 2016Q1 202326
Venturi Wealth Management, LLC 14120.04%2.83%10.14%Q1 2017Q3 202326
SUNTRUST BANKS INC 26260.02%0.24%0.73%Q2 2013Q3 201926
AFT, FORSYTH & COMPANY, INC. 2421.56%2.08%2.74%Q2 2013Q3 202326
Tower Research Capital LLC (TRC) 610.00%0.20%1.37%Q3 2013Q3 202325
Orgel Wealth Management, LLC 25250.01%0.08%0.19%Q3 2017Q3 202325
FOSTER DYKEMA CABOT & CO INC/MA 13120.03%1.24%2.71%Q4 2016Q3 202325
BURNS J W & CO INC/NY 1830.08%1.41%4.26%Q2 2013Q3 202325
ALERUS FINANCIAL NA 25250.04%0.06%0.08%Q3 2017Q3 202325
Tufton Capital Management 25250.09%0.13%0.20%Q3 2017Q3 202325
SILVERCREST ASSET MANAGEMENT GROUP LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
EVERGREEN CAPITAL MANAGEMENT LLC 25250.08%0.24%0.41%Q3 2017Q3 202325
BANK OF HAWAII 13120.36%0.56%0.68%Q3 2016Q3 202325
COBIZ WEALTH, LLC 25250.56%3.56%5.03%Q2 2013Q2 201925
Hugh Johnson Advisors LLC 25251.65%2.25%3.06%Q2 2013Q2 201925
Hirtle Callaghan & Co LLC 1210.01%0.07%0.33%Q2 2014Q3 202325
INTERACTIVE FINANCIAL ADVISORS, INC. 1010.00%1.43%7.29%Q1 2014Q1 202225
Kingsview Wealth Management, LLC 1960.13%0.24%0.33%Q2 2017Q3 202325
SCHMIDT P J INVESTMENT MANAGEMENT INC 25250.14%1.01%1.69%Q4 2013Q4 201925
Horizon Investment Services, LLC 2410.10%0.54%0.95%Q4 2014Q3 202325
Calamos Wealth Management LLC 13120.04%0.11%0.57%Q4 2015Q3 202325
Endurance Wealth Management, Inc. 25250.01%0.07%0.14%Q2 2017Q2 202325
Kingfisher Capital LLC 25250.12%0.35%0.55%Q3 2017Q3 202325
Corundum Group, Inc. 2050.45%0.60%0.94%Q2 2017Q3 202325
Coe Capital Management, LLC 2050.09%0.34%0.64%Q1 2015Q2 202125
EVERETT HARRIS & CO /CA/ 25250.01%0.01%0.01%Q3 2017Q3 202325
Ascent Wealth Partners, LLC 25250.15%0.30%0.66%Q3 2017Q3 202325
CAHABA WEALTH MANAGEMENT, INC. 25251.16%3.44%4.36%Q3 2017Q3 202325
Fort Point Capital Partners LLC 1630.03%0.15%0.48%Q1 2016Q2 202325
GenWealth Group, Inc. 2140.06%0.30%0.95%Q2 2017Q3 202325
BDO Wealth Advisors, LLC 25250.46%1.02%1.82%Q2 2017Q2 202325
TIAA, FSB 25250.14%0.21%0.52%Q2 2017Q2 202325
Torch Wealth Management LLC 25252.81%4.42%5.34%Q4 2013Q4 201925
Stone House Investment Management, LLC 1250.02%2.24%3.92%Q4 2016Q3 202325
Bray Capital Advisors 2320.01%0.03%0.08%Q2 2015Q3 202325
Probity Advisors, Inc. 1310.07%0.24%0.45%Q2 2016Q3 202325
Koshinski Asset Management, Inc. 1690.21%0.43%0.78%Q1 2017Q3 202325
Mosaic Family Wealth, LLC 25250.00%0.23%0.85%Q4 2015Q4 202125
Intersect Capital LLC 2140.06%0.20%0.39%Q1 2015Q3 202125
Ausdal Financial Partners, Inc. 1710.03%0.39%3.20%Q4 2015Q3 202325
Rossmore Private Capital 24240.37%0.85%1.26%Q4 2017Q3 202324
New Potomac Partners, LLC 24240.13%0.25%0.35%Q4 2017Q3 202324
CNB Bank 24240.02%0.12%0.32%Q4 2017Q3 202324
Paulson Wealth Management Inc. 24240.10%0.35%0.68%Q4 2017Q3 202324
Alaska Wealth Advisors 24242.78%3.97%6.14%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.35%2.47%5.22%Q4 2017Q3 202324
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1730.02%0.21%0.36%Q4 2013Q2 202124
D.B. Root & Company, LLC 24240.14%0.39%1.35%Q4 2017Q3 202324
New England Professional Planning Group Inc. 1641.26%7.17%9.47%Q3 2015Q3 202324
Harbour Capital Advisors, LLC 1210.06%0.26%0.46%Q1 2017Q4 202324
Strategic Wealth Partners Group, LLC 1590.96%3.55%5.64%Q3 2017Q3 202324
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2040.00%0.00%0.02%Q4 2013Q3 202324
TOTH FINANCIAL ADVISORY CORP 24240.00%0.01%0.01%Q4 2017Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.02%0.05%0.18%Q2 2013Q1 201924
Fisher Asset Management, LLC 1680.00%0.00%0.00%Q3 2017Q3 202324
Barber Financial Group, Inc. 13110.05%0.74%4.98%Q4 2016Q1 202324
PIN OAK INVESTMENT ADVISORS INC 24240.04%0.09%0.14%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.07%0.19%0.52%Q4 2017Q3 202324
HARVEST CAPITAL MANAGEMENT INC 24240.15%0.20%0.27%Q3 2013Q2 201924
Mascoma Wealth Management LLC 12120.30%1.72%3.93%Q4 2016Q3 202324
Broadview Financial Management, LLC 24240.41%0.68%0.90%Q4 2017Q3 202324
Allen Capital Group, LLC 24240.14%0.22%0.39%Q4 2017Q3 202324
Riggs Asset Managment Co. Inc. 1110.00%1.60%5.98%Q4 2013Q3 202324
BNP PARIBAS FINANCIAL MARKETS 1130.00%0.02%0.10%Q1 2015Q3 202324
B. Riley Wealth Management, Inc. 970.00%0.25%0.85%Q1 2014Q2 202224
CULBERTSON A N & CO INC 24240.09%0.15%0.22%Q4 2017Q3 202324
UNITED BANK 24242.29%6.24%9.25%Q4 2017Q3 202324
Steinberg Global Asset Management 24242.29%2.59%2.84%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.66%0.83%1.08%Q4 2017Q3 202324
AlphaStar Capital Management, LLC 24240.03%0.16%2.17%Q4 2017Q3 202324
JMG Financial Group, Ltd. 24240.07%0.08%0.09%Q4 2017Q3 202324
Sowell Financial Services LLC 1020.20%1.03%3.30%Q4 2016Q3 202324
FARMERS TRUST CO 24240.71%0.88%1.13%Q4 2017Q3 202324
jvl associates llc 24241.05%4.15%9.01%Q4 2017Q3 202324
Formidable Asset Management, LLC 1410.01%0.05%0.11%Q1 2014Q3 202324
Peterson Wealth Advisors, LLC 24240.52%1.19%5.99%Q4 2017Q3 202324
RMB Capital Management, LLC 24240.26%0.43%0.57%Q4 2017Q3 202324
SVA Wealth Management, LLC 24240.04%0.64%4.63%Q1 2015Q4 202024
IMS Capital Management 1250.16%0.38%0.75%Q2 2017Q3 202324
Verdence Capital Advisors LLC 24240.09%0.16%0.25%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.14%0.24%0.40%Q3 2017Q3 202324
Cypress Wealth Services, LLC 24240.12%0.53%1.09%Q4 2017Q3 202324
River Wealth Advisors LLC 24240.11%0.31%0.56%Q4 2017Q3 202324
Trilogy Capital Inc. 24240.37%1.61%2.32%Q4 2017Q3 202324
Legacy Financial Strategies, LLC 24243.50%5.54%9.88%Q4 2017Q3 202324
WealthTrust Fairport, LLC 24242.76%4.11%5.05%Q2 2013Q1 201924
LAKE STREET ADVISORS GROUP, LLC 24241.28%2.64%4.42%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.40%0.48%0.58%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.30%0.93%4.24%Q4 2017Q3 202324
First Command Advisory Services, Inc. 24240.00%11.96%21.35%Q4 2017Q3 202324
Hudson Capital Management LLC 24240.49%4.80%7.36%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.06%0.18%0.37%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.26%0.40%0.64%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.36%0.51%0.80%Q4 2017Q3 202324
Gryphon Financial Partners LLC 24240.15%0.37%0.55%Q4 2017Q3 202324
Ballew Advisors, Inc 24241.57%3.43%4.34%Q4 2017Q3 202324
Port Capital LLC 24240.02%0.08%0.26%Q4 2017Q3 202324
Front Row Advisors LLC 24240.06%0.07%0.09%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.19%0.28%0.42%Q4 2015Q3 202124
WealthShield Partners, LLC 24240.33%0.92%1.56%Q4 2017Q3 202324
Townsend & Associates, Inc 24240.08%0.84%1.75%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.47%0.95%1.90%Q4 2017Q3 202324
TD Ameritrade Trust Co 24243.15%5.68%8.37%Q2 2013Q1 201924
Global Trust Asset Management, LLC 24240.46%1.55%2.22%Q4 2017Q3 202324
Nikulski Financial, Inc. 24242.74%3.50%4.49%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24242.85%4.34%5.51%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.17%0.43%1.02%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.30%0.46%0.61%Q4 2017Q3 202324
CAPITAL WEALTH MANAGEMENT, LLC 24240.13%2.29%3.82%Q4 2017Q3 202324
VISTA INVESTMENT MANAGEMENT 24241.46%1.98%2.52%Q4 2017Q3 202324
Schwab Charitable Fund 24240.03%0.22%0.63%Q4 2017Q3 202324
Ballast, Inc. 24240.17%0.24%0.31%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.19%0.39%0.49%Q4 2017Q3 202324
Legacy Financial Advisors, Inc. 24240.16%0.33%0.68%Q4 2017Q3 202324
FINANCIAL LIFE ADVISORS 24240.17%1.46%1.88%Q4 2017Q3 202324
Sunbelt Securities, Inc. 2310.04%0.37%0.76%Q4 2016Q3 202324
Providence Capital Advisors, LLC 24240.39%0.48%0.64%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.12%0.34%0.94%Q4 2017Q3 202324
Avondale Wealth Management 24240.25%3.72%10.12%Q4 2017Q3 202324
Lutz Financial Services LLC 24241.03%1.95%2.53%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.29%0.50%0.89%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
Cornell Pochily Investment Advisors, Inc. 24240.41%0.97%1.20%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.27%1.31%2.70%Q4 2017Q3 202324
Financial Partners Group, Inc 24240.10%2.28%7.98%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.05%0.18%0.64%Q4 2017Q3 202324
Stokes Capital Advisors, LLC 24240.34%1.62%3.62%Q4 2017Q3 202324
Divergent Wealth Advisors 24242.01%4.47%12.53%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.00%3.03%6.10%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.00%0.19%0.65%Q1 2017Q3 202324
PITCAIRN CO 2030.02%0.03%0.05%Q2 2013Q4 201923
COMERICA SECURITIES INC 23231.59%3.64%7.18%Q2 2013Q4 201823
Summit Financial Wealth Advisors, LLC 23231.27%2.15%3.20%Q1 2018Q3 202323
Riverpoint Wealth Management Holdings, LLC 23230.16%1.05%2.54%Q1 2018Q3 202323
Concorde Asset Management, LLC 1120.34%1.16%2.16%Q3 2016Q4 202223
Cardan Capital Partners, LLC 2120.03%0.29%0.90%Q4 2015Q3 202123
PROVIDA PENSION FUND ADMINISTRATOR 1490.86%8.51%16.76%Q1 2017Q4 202223
Merriman Wealth Management, LLC 1210.01%0.20%1.29%Q3 2016Q3 202323
Jefferies Group LLC 1210.00%0.02%0.05%Q2 2015Q3 202223
NORTH AMERICAN MANAGEMENT CORP 23230.07%0.27%0.74%Q3 2015Q1 202123
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1210.18%0.20%0.22%Q1 2015Q3 202323
Bridgeworth, LLC 1530.06%0.19%0.30%Q4 2016Q3 202323
DeGreen Capital Management LLC 23230.82%4.17%8.71%Q1 2016Q3 202123
MARINO, STRAM & ASSOCIATES LLC 1493.58%5.74%8.49%Q4 2017Q3 202323
Ironwood Wealth Management, LLC. 2210.73%3.28%5.52%Q3 2017Q3 202323
Merit Financial Group, LLC 23230.12%0.87%10.92%Q1 2018Q3 202323
WealthTrust-Arizona, LLC 23230.01%0.86%2.29%Q2 2013Q4 201823
RiverGlades Family Offices LLC 1940.81%1.79%2.13%Q4 2017Q3 202323
Acorn Wealth Advisors, LLC 1490.16%0.23%0.30%Q4 2017Q3 202323
LOGAN CAPITAL MANAGEMENT INC 12110.01%0.02%0.03%Q1 2017Q3 202323
PROFFITT & GOODSON INC 2030.06%0.77%3.36%Q3 2016Q3 202323
WADE G W & INC 23230.09%1.20%2.05%Q1 2018Q3 202323
Independent Advisor Alliance 1410.00%0.12%1.20%Q1 2017Q3 202323
SigFig Wealth Management, LLC 1920.38%3.71%6.87%Q3 2017Q3 202323
Bridgecreek Investment Management, LLC 2120.00%0.35%0.78%Q2 2013Q4 201923
NVWM, LLC 2030.00%0.77%2.73%Q4 2017Q3 202323
Stanley-Laman Group, Ltd. 1310.03%0.07%0.11%Q1 2015Q1 202323
Milestone Advisory Partners 1490.14%1.75%6.77%Q4 2017Q3 202323
Keel Point, LLC 2210.03%0.08%0.21%Q4 2016Q3 202323
MGO ONE SEVEN LLC 2120.06%0.19%0.61%Q4 2017Q3 202323
NICOLET BANKSHARES INC 12110.06%0.09%0.13%Q1 2017Q3 202323
HALL LAURIE J TRUSTEE 1310.01%0.03%0.09%Q4 2015Q3 202323
Goldstein Munger & Associates 23230.17%0.22%0.26%Q1 2017Q3 202223
Maryland Capital Management 23230.04%0.05%0.06%Q1 2017Q3 202223
M Holdings Securities, Inc. 1520.07%0.85%1.87%Q4 2016Q2 202323
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.17%0.28%0.44%Q2 2013Q4 201823
Rockefeller Capital Management L.P. 23230.01%0.21%0.51%Q1 2018Q3 202323
Quad-Cities Investment Group, LLC 23230.30%0.85%1.72%Q1 2018Q3 202323
Leonetti & Associates, LLC 23230.19%1.58%2.92%Q2 2013Q4 201823
Mount Yale Investment Advisors, LLC 23230.32%0.47%0.82%Q1 2018Q3 202323
TD ASSET MANAGEMENT INC 23230.00%0.00%0.00%Q3 2014Q1 202023
Gs Investments, Inc. 1310.01%0.21%0.41%Q2 2017Q3 202323
Nelson Capital Management, LLC 23230.24%2.53%6.97%Q1 2018Q3 202323
MinichMacGregor Wealth Management, LLC 1510.03%2.78%4.84%Q4 2015Q4 202223
HL FINANCIAL SERVICES LLC 1850.02%0.15%0.90%Q2 2013Q1 201923
HoyleCohen, LLC 2120.14%0.21%0.28%Q4 2017Q3 202323
Stewardship Financial Advisors, LLC 22221.66%5.92%8.56%Q4 2015Q1 202122
Ellenbecker Investment Group 22220.44%3.72%5.25%Q2 2018Q3 202322
Schneider Downs Wealth Management Advisors, LP 22220.08%0.78%2.15%Q2 2018Q3 202322
Keystone Financial Group 2020.37%0.58%1.04%Q1 2018Q3 202322
ICONIQ Capital, LLC 1210.00%0.02%0.07%Q1 2015Q3 202322
Litman Gregory Wealth Management LLC 2020.01%0.25%0.52%Q1 2018Q3 202322
Certified Advisory Corp 11111.35%2.72%4.90%Q4 2017Q3 202322
StoneX Group Inc. 1930.15%1.29%1.89%Q2 2017Q3 202322
SYM FINANCIAL Corp 11110.00%0.02%0.11%Q4 2017Q3 202322
SAGE FINANCIAL GROUP INC 22220.23%2.38%4.43%Q2 2018Q3 202322
Pinnacle Family Advisors, LLC 1110.28%1.11%2.33%Q4 2016Q3 202322
Arcus Capital Partners, LLC 12100.03%0.34%1.13%Q1 2018Q3 202322
Trellis Advisors, LLC 22220.25%0.43%0.67%Q2 2018Q3 202322
Wolf Group Capital Advisors 2020.14%1.07%2.34%Q2 2015Q3 202322
SouthState Corp 1320.02%0.03%0.08%Q3 2017Q3 202322
Horan Capital Advisors, LLC. 1110.07%0.15%0.49%Q3 2013Q3 202322
Strategic Advisors LLC 1480.06%0.21%0.46%Q3 2016Q1 202322
Fiduciary Trust Co International of Pennsylvania 1710.12%0.32%0.88%Q2 2013Q1 202022
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 22220.06%0.14%0.31%Q2 2018Q3 202322
Financial Engines Advisors L.L.C. 1930.00%1.15%2.03%Q1 2018Q3 202322
JT Stratford LLC 1480.47%1.30%1.93%Q1 2018Q3 202322
Hollow Brook Wealth Management LLC 1390.14%0.21%0.29%Q4 2017Q3 202322
Leonard Rickey Investment Advisors P.L.L.C. 1390.16%2.04%5.11%Q4 2017Q3 202322
FRONTIER INVESTMENT MGMT CO 22220.01%0.05%0.09%Q1 2015Q2 202022
Hartford Financial Management Inc. 22220.00%0.07%1.27%Q2 2018Q3 202322
Gibson Capital, LLC 22220.09%0.13%0.15%Q3 2016Q4 202122
PARK AVENUE SECURITIES LLC 1410.06%1.20%2.53%Q3 2015Q3 202322
WESTWOOD HOLDINGS GROUP INC 2110.00%0.02%0.05%Q2 2017Q3 202322
Heritage Trust Co 1710.03%0.06%0.11%Q1 2017Q3 202322
FIRST BUSINESS FINANCIAL SERVICES, INC. 22222.23%6.28%7.78%Q2 2018Q3 202322
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1750.00%0.01%0.01%Q1 2018Q3 202322
FORBES J M & CO LLP 1121.68%2.16%3.17%Q2 2013Q1 202222
VISTA CAPITAL PARTNERS, INC. 22220.05%0.09%0.16%Q2 2018Q3 202322
First Command Bank 22220.01%0.40%0.89%Q1 2018Q2 202322
First Command Financial Services, Inc. 22220.00%0.40%0.91%Q1 2018Q2 202322
Vishria Bird Financial Group, LLC 22220.17%3.95%7.86%Q2 2018Q3 202322
CIGNA INVESTMENTS INC /NEW 22220.04%0.05%0.08%Q4 2016Q1 202222
FOUNDERS FINANCIAL SECURITIES LLC 2110.22%3.26%5.89%Q3 2015Q3 202322
PFG Advisors 1750.12%0.76%2.25%Q4 2017Q3 202322
PLANNING DIRECTIONS INC 1480.18%0.46%0.81%Q1 2018Q3 202322
Pathway Financial Advisors LLC 1480.16%0.89%2.04%Q4 2017Q3 202322
Compagnie Lombard Odier SCmA 910.00%0.01%0.02%Q2 2015Q4 202222
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21211.02%2.38%4.82%Q4 2017Q4 202221
IMA Wealth, Inc. 21210.01%0.01%0.02%Q2 2018Q2 202321
Stillwater Capital Advisors, LLC 21210.14%0.38%0.66%Q2 2016Q2 202121
Old North State Trust, LLC 21210.24%2.00%4.25%Q3 2018Q3 202321
PATHSTONE FAMILY OFFICE, LLC 1550.00%1.48%4.16%Q3 2018Q3 202321
Benchmark Financial Wealth Advisors, LLC 21212.27%4.94%6.93%Q3 2018Q3 202321
McGuire Investment Group, LLC 21210.64%0.81%1.02%Q3 2018Q3 202321
Mosaic Financial Partners, Inc. 21211.25%1.55%1.87%Q2 2013Q2 201821
MATHER GROUP, LLC. 2010.02%0.13%0.28%Q4 2013Q3 202321
Partnervest Advisory Services LLC 1650.01%0.32%1.26%Q2 2013Q3 202021
Barnett & Company, Inc. 21210.01%0.02%0.04%Q1 2016Q1 202121
Winthrop Advisory Group LLC 11100.05%0.60%2.00%Q4 2017Q3 202321
Starfire Investment Advisers, Inc. 11101.62%1.94%2.44%Q1 2015Q2 202021
Larson Financial Group LLC 2010.04%0.14%0.42%Q4 2017Q3 202321
Oxbow Advisors, LLC 21210.04%0.07%0.20%Q2 2013Q2 201821
LexAurum Advisors, LLC 1410.10%0.18%0.28%Q4 2017Q3 202321
Pure Financial Advisors, LLC 21210.10%0.26%0.75%Q4 2018Q4 202321
Alpha Cubed Investments, LLC 1230.02%0.06%0.11%Q2 2017Q3 202321
Bogart Wealth, LLC 1320.00%1.22%7.89%Q4 2016Q3 202321
Csenge Advisory Group 1740.07%0.35%0.73%Q2 2018Q3 202321
Balentine LLC 1910.00%0.00%0.02%Q4 2015Q3 202321
Sabal Trust CO 11100.03%0.17%0.24%Q1 2018Q3 202321
OUTFITTER ADVISORS, LTD. 21210.35%0.44%0.69%Q2 2013Q2 201821
Clear Perspective Advisors, LLC 21210.11%1.14%2.27%Q4 2016Q4 202121
Pinnacle Bancorp, Inc. 2010.37%0.76%1.00%Q1 2017Q3 202321
OmniStar Financial Group, Inc. 21210.41%0.57%0.83%Q4 2017Q4 202221
Heritage Way Advisors, LLC 21210.87%1.55%2.73%Q4 2016Q4 202121
Doyle Wealth Management 1290.02%0.04%0.05%Q2 2017Q3 202221
PFS INVESTMENTS INC. 2010.21%0.72%2.36%Q4 2017Q2 202321
WATERS PARKERSON & CO., LLC 1920.02%0.04%0.05%Q2 2018Q3 202321
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 21210.21%0.37%0.87%Q3 2018Q3 202321
Meridian Wealth Management, LLC 1310.07%0.41%0.77%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.95%1.38%1.84%Q3 2018Q3 202321
Wilshire Advisors LLC 21210.74%2.10%8.28%Q3 2018Q3 202321
Alliance Wealth Management Group 1310.11%0.75%5.60%Q4 2015Q2 202321
MOODY NATIONAL BANK TRUST DIVISION 21210.10%0.25%0.59%Q3 2018Q3 202321
ZWJ INVESTMENT COUNSEL INC 1610.02%0.04%0.06%Q1 2017Q3 202321
DELTA ASSET MANAGEMENT LLC/TN 1740.00%0.01%0.01%Q4 2017Q3 202321
Dakota Wealth Management 820.02%0.15%0.64%Q4 2014Q3 202321
Members Trust Co 1424.67%5.34%5.96%Q2 2016Q3 202321
SALEM INVESTMENT COUNSELORS INC 1830.00%0.02%0.04%Q3 2016Q3 202321
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21210.01%0.22%0.36%Q3 2018Q3 202321
CONNORS INVESTOR SERVICES INC 1130.03%0.10%0.20%Q1 2015Q3 202321
StrategIQ Financial Group, LLC 21210.09%0.17%0.29%Q3 2018Q3 202321
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 21210.01%0.03%0.06%Q3 2018Q3 202321
MOODY LYNN & LIEBERSON, LLC 1920.02%0.04%0.06%Q2 2018Q3 202321
Private Wealth Advisors, Inc. 2010.28%1.11%2.15%Q1 2015Q4 202021
Ellevest, Inc. 20200.02%0.21%0.36%Q4 2018Q3 202320
Bedel Financial Consulting, Inc. 1730.02%0.14%0.33%Q1 2018Q1 202320
JSF Financial, LLC 20200.69%1.46%2.59%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.04%0.10%Q4 2017Q4 202220
Elm Partners Management LLC 20200.20%0.50%1.32%Q4 2018Q3 202320
VICTORY CAPITAL MANAGEMENT INC 1550.00%0.07%0.16%Q1 2017Q3 202320
Beacon Pointe Advisors, LLC 20200.20%1.04%3.27%Q4 2018Q3 202320
Aries Wealth Management 1240.10%0.36%4.41%Q4 2017Q3 202320
Brio Consultants, LLC 20200.32%1.27%2.95%Q4 2018Q3 202320
Archer Investment Corp 20200.00%0.14%0.94%Q4 2018Q3 202320
Stordahl Capital Management, Inc. 1240.07%0.09%0.12%Q4 2017Q3 202320
Relaxing Retirement Coach 1910.10%1.81%3.34%Q4 2017Q2 202320
Insight Wealth Strategies, LLC 20201.24%2.13%4.25%Q4 2018Q3 202320
TFG Advisers LLC 20200.61%0.79%0.95%Q4 2018Q3 202320
Truvestments Capital LLC 1910.03%0.28%0.39%Q3 2018Q3 202320
Personal Capital Advisors Corp 1810.00%0.05%0.48%Q2 2017Q4 202220
Essex Savings Bank 20200.09%0.35%0.55%Q4 2018Q3 202320
Elwood & Goetz Wealth Advisory Group, LLC 20201.35%7.45%10.59%Q4 2018Q3 202320
Next Capital Management LLC 20201.23%1.82%3.74%Q4 2018Q3 202320
One Day In July LLC 20200.38%4.69%9.30%Q4 2018Q3 202320
Tennessee Valley Asset Management Partners 20200.64%1.55%2.88%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20201.81%4.36%6.22%Q4 2018Q3 202320
RVW Wealth, LLC 20200.38%2.20%9.02%Q1 2019Q4 202320
Spearhead Capital Advisors, LLC 20201.28%5.83%9.54%Q4 2017Q3 202220
Icon Wealth Partners, LLC 930.02%0.70%1.41%Q4 2017Q3 202320
LifePlan Financial Group, Inc 1510.01%0.34%1.26%Q2 2013Q3 202020
Laurel Wealth Advisors LLC 20201.56%1.89%2.21%Q4 2018Q3 202320
UNIVEST FINANCIAL Corp 1550.74%0.90%1.03%Q3 2018Q3 202320
Full Sail Capital, LLC 20202.28%3.18%4.27%Q4 2018Q3 202320
Ironwood Investment Counsel, LLC 20200.06%0.10%0.14%Q4 2018Q3 202320
Black Diamond Financial, LLC 20200.76%1.77%3.82%Q4 2018Q3 202320
Crescent Grove Advisors, LLC 20200.98%1.36%1.87%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20202.89%6.61%9.75%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.38%2.82%4.99%Q2 2017Q1 202220
Graves Light Lenhart Wealth, Inc. 20200.84%2.36%4.43%Q4 2018Q3 202320
American Portfolios Advisors 20200.32%0.60%0.92%Q4 2017Q3 202220
Stratos Wealth Advisors, LLC 20200.44%0.99%2.33%Q4 2018Q3 202320
Riverview Trust Co 20200.01%0.02%0.04%Q4 2018Q3 202320
Disciplina Capital Management LLC 20200.01%0.72%13.91%Q4 2018Q3 202320
Parkside Investments, LLC 20200.10%0.82%3.04%Q4 2018Q3 202320
Great Point Wealth Advisors, LLC 20200.49%0.74%1.03%Q4 2018Q3 202320
Ally Invest Advisors Inc. 20203.42%3.64%3.92%Q4 2018Q3 202320
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1310.00%0.02%0.30%Q2 2016Q3 202320
Greenwich Wealth Management LLC 1820.04%0.62%1.34%Q2 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.30%0.64%0.84%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.35%4.54%8.89%Q4 2018Q3 202320
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1910.00%0.01%0.03%Q1 2018Q3 202320
VeraBank, N.A. 20200.84%1.60%2.43%Q4 2018Q3 202320
CAMG Solamere Management, LLC 20200.70%1.70%2.58%Q4 2016Q3 202120
ERTS Wealth Advisors, LLC 20200.25%2.40%9.61%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.10%0.19%0.26%Q4 2013Q3 201820
Laird Norton Wetherby Wealth Management, LLC 1610.02%0.08%0.17%Q2 2015Q3 202320
CAMDEN NATIONAL BANK 20200.10%0.84%1.36%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.02%0.03%0.10%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20201.32%2.51%7.49%Q4 2014Q3 201920
Renaissance Investment Group LLC 1310.05%0.66%1.07%Q4 2013Q4 202120
MEANS INVESTMENT CO., INC. 20201.41%2.05%2.62%Q4 2018Q3 202320
Northeast Financial Consultants Inc 20200.09%0.30%0.63%Q4 2018Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20200.59%0.92%1.26%Q2 2016Q1 202120
ROMAN BUTLER FULLERTON & CO 20200.17%0.56%1.60%Q4 2018Q3 202320
Claro Advisors LLC 20200.27%0.40%0.52%Q4 2018Q3 202320
Krilogy Financial LLC 910.02%0.04%0.10%Q1 2016Q1 202320
Global Wealth Management Investment Advisory, Inc. 20200.30%1.13%1.66%Q4 2018Q3 202320
CYPRESS CAPITAL MANAGEMENT LLC 1640.11%0.15%0.19%Q3 2017Q3 202220
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.06%0.39%1.48%Q4 2018Q3 202320
WHITE PINE CAPITAL LLC 20200.09%0.17%0.24%Q4 2018Q3 202320
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 20200.20%1.03%2.42%Q4 2018Q3 202320
KG&L Capital Management,LLC 20200.38%0.49%0.65%Q4 2018Q3 202320
MANAGED ACCOUNT SERVICES INC 20201.18%2.22%4.10%Q4 2016Q3 202120
CHARTIST INC /CA/ 1010.48%1.92%3.85%Q2 2013Q3 201820
Bank Pictet & Cie (Europe) AG 20200.08%0.69%3.46%Q1 2014Q4 201820
Magnus Financial Group LLC 20203.45%4.68%5.82%Q4 2018Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.24%0.30%0.48%Q4 2018Q3 202320
Pettinga Financial Advisors LLC 20202.65%5.01%8.65%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20201.05%1.63%1.88%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.67%1.19%2.44%Q4 2018Q3 202320
Human Investing LLC 20201.86%2.64%3.53%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.15%0.42%1.16%Q1 2016Q4 202020
Bernardo Wealth Planning LLC 20200.09%0.28%0.69%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.28%1.42%2.50%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.25%1.99%7.19%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20200.01%1.34%2.43%Q4 2018Q3 202320
Guidance Point Advisors, LLC 20203.97%4.67%5.19%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.39%0.78%1.55%Q4 2018Q3 202320
DAGCO, INC. 20200.13%0.31%0.93%Q4 2018Q3 202320
O'Brien Greene & Co. Inc 20200.34%0.61%1.07%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.04%0.25%0.58%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.08%0.13%0.28%Q4 2018Q3 202320
Trek Financial, LLC 20200.08%4.72%17.92%Q4 2018Q3 202320
LYELL WEALTH MANAGEMENT, LP 1190.05%0.27%0.71%Q1 2018Q3 202320
Wealthspire Advisors, L.P. 20201.93%2.95%3.63%Q4 2015Q3 202020
Private Portfolio Partners LLC 20200.34%0.58%1.05%Q4 2018Q3 202320
BAHL & GAYNOR INC 20200.01%0.02%0.02%Q2 2013Q1 201820
CADENCE BANK NA 20200.42%0.47%0.51%Q3 2017Q2 202220
FIRST MIDWEST BANK TRUST DIVISION 1410.03%0.11%0.67%Q1 2014Q4 202120
Gladstone Institutional Advisory LLC 20200.28%0.59%0.86%Q4 2018Q3 202320
Transform Wealth, LLC 1640.04%0.11%0.48%Q1 2018Q3 202320
Omega Financial Group, LLC 20200.99%3.20%4.41%Q4 2018Q3 202320
Financial Advisors, LLC 20200.15%0.24%0.34%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.15%2.27%9.24%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20202.09%3.16%4.79%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.01%0.04%0.08%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.18%0.24%0.30%Q4 2018Q3 202320
VOYA INVESTMENT MANAGEMENT LLC 1820.00%0.06%0.14%Q2 2013Q3 202320
SHUFRO ROSE & CO LLC 20200.02%0.04%0.05%Q1 2016Q4 202020
Robertson Stephens Wealth Management, LLC 20200.29%1.62%3.72%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.38%0.64%1.10%Q4 2018Q3 202320
DROMS STRAUSS ADVISORS INC /MO/ /ADV 20200.12%0.28%0.46%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20201.14%1.52%1.97%Q4 2018Q3 202320
Peak Financial Management, Inc. 20201.42%2.10%2.49%Q4 2018Q3 202320
PATTEN & PATTEN INC/TN 1640.02%0.03%0.07%Q2 2013Q3 202320
Family Management Corp 20200.31%1.13%2.81%Q4 2018Q3 202320
F3Logic, LLC 20200.03%0.84%3.93%Q1 2018Q4 202220
Prime Capital Investment Advisors, LLC 1810.00%0.19%0.67%Q2 2018Q3 202320
Granite Investment Partners, LLC 1130.00%0.00%0.01%Q1 2018Q3 202320
Executive Wealth Management, LLC 20200.12%1.86%4.59%Q4 2018Q3 202320
Outlook Wealth Advisors, LLC 20200.12%1.64%3.77%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 20200.42%1.15%1.69%Q4 2018Q3 202320
Banco Santander, S.A. 1630.00%0.02%0.05%Q2 2018Q3 202319
Zions Bancorporation, N.A. 19190.03%0.04%0.08%Q1 2019Q3 202319
CALTON & ASSOCIATES, INC. 1810.08%0.14%0.28%Q4 2017Q4 202219
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.19%0.24%0.32%Q1 2019Q3 202319
DIXON HUBARD FEINOUR & BROWN INC/VA 1630.07%0.14%0.21%Q3 2017Q2 202219
Laurel Wealth Advisors, Inc. 1630.04%0.09%0.14%Q1 2018Q4 202219
Aptus Capital Advisors, LLC 19190.00%0.01%0.04%Q1 2019Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.01%0.02%0.02%Q2 2013Q4 201719
COMERICA SECURITIES,INC. 19191.04%1.38%1.68%Q1 2019Q3 202319
Aristotle Capital Boston, LLC 19190.00%0.14%0.31%Q1 2019Q3 202319
Financial Gravity Asset Management, Inc. 1220.00%0.03%0.09%Q2 2018Q3 202319
MONROE BANK & TRUST/MI 620.02%0.25%2.68%Q2 2013Q2 201919
FLC Capital Advisors 19190.37%2.17%4.50%Q4 2018Q2 202319
Canton Hathaway, LLC 1630.01%0.04%0.10%Q3 2018Q3 202319
Freestone Capital Holdings, LLC 1180.00%0.02%0.05%Q3 2018Q3 202319
Pinnacle Advisory Group, Inc. 19190.04%0.19%0.27%Q3 2016Q1 202119
Ally Financial Inc. 810.83%3.02%6.63%Q2 2017Q3 202319
KDI CAPITAL PARTNERS LLC 19190.05%0.19%0.76%Q1 2017Q3 202119
Horizon Investments, LLC 1110.03%1.98%5.49%Q3 2015Q3 202319
First National Bank of South Miami 19190.88%1.70%2.58%Q4 2018Q2 202319
Cooper Financial Group 1720.08%0.54%1.41%Q4 2018Q3 202319
Lenox Wealth Management, Inc. 19190.00%0.01%0.03%Q4 2015Q2 202019
&PARTNERS 19190.40%5.42%8.13%Q1 2019Q3 202319
Wealthquest Corp 1450.49%1.55%4.62%Q4 2018Q3 202319
Sepio Capital, LP 19190.15%0.32%0.84%Q1 2019Q3 202319
Investors Research Corp 19190.00%0.03%0.06%Q1 2019Q3 202319
FormulaFolio Investments, LLC 19191.75%2.95%3.71%Q4 2016Q2 202119
Altium Wealth Management LLC 19191.64%2.18%2.98%Q4 2017Q2 202219
IFC Holdings Incorporated/FL 19190.72%1.08%1.44%Q2 2013Q4 201719
RDA Financial Network 19190.81%1.64%3.36%Q1 2019Q3 202319
Evensky & Katz LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
BRIDGES INVESTMENT COUNSEL INC/ 19191.22%1.68%3.12%Q2 2013Q4 201719
Premise Capital, LLC 19191.00%4.29%15.14%Q4 2015Q2 202019
Private Capital Group, LLC 19190.31%0.42%0.61%Q4 2017Q2 202219
CPWM, LLC 910.03%0.05%0.09%Q3 2014Q3 202219
STEEL GROVE CAPITAL ADVISORS, LLC 920.04%0.18%0.57%Q1 2017Q3 202319
Versant Capital Management, Inc 1110.00%0.01%0.05%Q4 2017Q4 202319
SMITH SHELLNUT WILSON LLC /ADV 19190.33%0.83%5.88%Q1 2019Q3 202319
INVESTMENT PARTNERS, LTD. 1110.02%0.16%0.20%Q1 2015Q3 202319
NATIONAL PLANNING CORP 19190.33%0.49%0.82%Q2 2013Q4 201719
Western Wealth Management, LLC 1180.34%0.67%1.37%Q4 2018Q3 202319
Hall Kathryn A. 19190.31%0.74%1.09%Q1 2019Q3 202319
Fairhaven Wealth Management, LLC 1727.42%8.25%9.92%Q4 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.17%0.35%Q1 2019Q3 202319
Apollon Wealth Management, LLC 1630.19%2.42%7.92%Q4 2018Q3 202319
Archford Capital Strategies, LLC 1360.00%0.03%0.08%Q1 2014Q2 201919
Stratos Investment Management, LLC 19190.34%0.80%1.46%Q1 2019Q3 202319
Brand Asset Management Group, Inc. 19190.03%0.09%0.14%Q1 2019Q3 202319
Peloton Wealth Strategists 1270.37%0.47%0.78%Q2 2013Q4 201819
Ferris Capital, LLC 1630.18%0.56%0.89%Q2 2017Q1 202219
HARVARD MANAGEMENT CO INC 19190.19%0.80%4.36%Q1 2017Q3 202119
GREAT VALLEY ADVISOR GROUP, INC. 19190.16%0.41%0.83%Q1 2019Q3 202319
Vista Private Wealth Partners. LLC 19190.14%1.47%1.83%Q1 2019Q3 202319
Cougar Global Investments Ltd 19190.27%8.01%19.96%Q1 2016Q3 202019
Sage Advisory Services, Ltd.Co. 920.15%4.71%14.47%Q2 2017Q2 202219
TimeScale Financial, Inc. 19192.26%3.30%4.02%Q4 2018Q2 202319
Sharkey, Howes & Javer 1130.00%0.94%2.36%Q4 2016Q4 202219
White Pine Investment CO 19190.13%1.36%2.24%Q1 2019Q3 202319
Seelaus Asset Management LLC 19190.23%0.37%0.61%Q1 2019Q3 202319
Realta Investment Advisors 19190.31%1.00%2.24%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19190.23%0.53%1.04%Q2 2013Q4 201719
GREAT LAKES ADVISORS, LLC 950.00%0.01%0.06%Q2 2013Q1 202219
CONFLUENCE INVESTMENT MANAGEMENT LLC 19190.00%0.01%0.01%Q2 2015Q4 201919
Edgemoor Investment Advisors, Inc. 1270.10%0.65%1.12%Q2 2017Q3 202319
Bremer Bank National Association 19190.75%1.01%1.34%Q1 2019Q3 202319
KMG FIDUCIARY PARTNERS, LLC 1270.06%0.27%0.60%Q4 2018Q3 202319
MCIA Inc 1120.01%1.37%4.60%Q2 2017Q1 202319
TSFG, LLC 19190.42%0.55%0.71%Q1 2019Q3 202319
Aspire Private Capital, LLC 1450.00%0.14%1.05%Q4 2018Q3 202319
American Investment Services, Inc. 19190.09%0.22%0.30%Q1 2019Q3 202319
ETF Portfolio Partners, Inc. 19192.10%2.67%2.99%Q1 2019Q3 202319
FIFTH THIRD SECURITIES, INC. 810.79%1.31%2.58%Q1 2016Q3 202318
SENTRY INVESTMENT MANAGEMENT LLC 18184.64%5.12%5.72%Q2 2013Q3 201718
RESOURCES MANAGEMENT CORP /CT/ /ADV 1710.00%0.01%0.03%Q4 2018Q3 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.11%0.13%0.14%Q1 2015Q2 201918
Shulman DeMeo Asset Management LLC 992.16%3.07%8.60%Q1 2019Q3 202318
Tranquility Partners, LLC 18180.56%0.95%1.40%Q2 2019Q3 202318
CONCENTRIC WEALTH MANAGEMENT, LLC 1020.08%0.11%0.20%Q4 2016Q1 202318
Abundance Wealth Counselors 1111.01%2.98%5.20%Q4 2018Q3 202318
BENJAMIN EDWARDS INC 18180.01%0.02%0.04%Q2 2019Q3 202318
Jacobus Wealth Management, Inc. 18181.74%2.14%2.93%Q2 2013Q3 201718
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1620.00%0.10%0.74%Q1 2018Q3 202318
COLTON GROOME FINANCIAL ADVISORS, LLC 18180.16%0.99%3.42%Q2 2019Q3 202318
SUMMIT FINANCIAL GROUP, INC. 18182.42%2.77%3.31%Q2 2019Q3 202318
Invst, LLC 1410.05%1.89%4.77%Q1 2018Q3 202318
Sound View Wealth Advisors Group, LLC 18180.08%0.12%0.18%Q2 2019Q3 202318
Capital Asset Advisory Services LLC 18181.89%3.55%6.68%Q2 2019Q3 202318
BERKSHIRE ASSET MANAGEMENT LLC/PA 750.03%0.07%0.30%Q3 2018Q3 202318
Strategic Wealth Partners, Ltd. 1080.07%0.19%0.53%Q4 2017Q1 202318
Bay Harbor Wealth Management, LLC 18180.00%0.61%1.30%Q4 2018Q1 202318
AVIANCE CAPITAL MANAGEMENT, LLC 1530.02%0.26%2.12%Q3 2013Q1 201918
Allen Investment Management, LLC 18180.01%0.04%0.10%Q2 2019Q3 202318
SVB WEALTH LLC 18180.01%0.43%0.60%Q2 2019Q3 202318
DELTA FINANCIAL ADVISORS LLC 18180.68%0.89%1.26%Q2 2019Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1710.29%0.48%0.90%Q1 2019Q3 202318
ROCKY MOUNTAIN ADVISERS, LLC 1350.01%0.17%0.33%Q3 2017Q3 202318
AJ WEALTH STRATEGIES, LLC 1440.03%0.04%0.07%Q4 2017Q2 202318
Redwood Investment Management, LLC 640.58%0.95%1.40%Q4 2017Q3 202318
Foundations Investment Advisors, LLC 18180.03%0.18%0.32%Q2 2019Q3 202318
Freedom Investment Management, Inc. 610.02%0.12%0.34%Q1 2014Q3 202318
ClearBridge Investments 18180.00%0.00%0.00%Q2 2019Q3 202318
Clear Creek Financial Management, LLC 18180.36%0.67%2.98%Q2 2019Q3 202318
HWG Holdings LP 610.00%4.43%23.95%Q4 2016Q4 202318
INVESTMENT CENTERS OF AMERICA INC 18180.15%0.48%1.03%Q2 2013Q3 201718
Parkside Advisors LLC 1350.08%0.10%0.13%Q4 2018Q4 202318
RAND WEALTH, LLC 18180.04%0.18%0.27%Q2 2014Q3 201818
WP Advisors, LLC 1530.09%0.71%3.81%Q2 2018Q3 202318
CreativeOne Wealth, LLC 1410.02%0.08%0.18%Q4 2018Q3 202318
Camarda Financial Advisors, LLC 1010.01%0.21%0.45%Q4 2016Q1 202318
Ipswich Investment Management Co., Inc. 1210.02%0.09%0.15%Q1 2016Q3 202318
Hodges Capital Management Inc. 1320.02%0.03%0.06%Q3 2013Q1 202218
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 18180.08%0.12%0.20%Q2 2019Q3 202318
LIBERTY WEALTH MANAGEMENT LLC 1410.04%0.61%1.75%Q4 2018Q3 202318
G&S Capital LLC 1441.77%2.77%4.77%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.38%0.59%0.93%Q2 2013Q3 201718
FULTON BREAKEFIELD BROENNIMAN LLC 17170.03%0.22%1.13%Q3 2019Q3 202317
IFG Advisors, LLC 17172.92%5.07%5.79%Q3 2019Q3 202317
Leisure Capital Management 17170.21%0.24%0.28%Q3 2019Q3 202317
BSW Wealth Partners 1110.05%0.12%0.21%Q4 2016Q3 202317
Meridian Wealth Advisors, LLC 740.05%0.13%0.30%Q4 2018Q3 202317
Spectrum Asset Management, Inc. (NB/CA) 1160.08%4.49%7.32%Q4 2016Q1 202217
Alera Investment Advisors, LLC 1410.01%0.21%0.44%Q4 2018Q3 202317
BFSG, LLC 1250.04%2.05%3.48%Q1 2017Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.45%0.62%0.92%Q4 2018Q4 202217
LOOMIS SAYLES & CO L P 1010.00%0.00%0.01%Q1 2014Q3 202317
Ruggie Capital Group 1310.24%1.63%2.76%Q4 2014Q3 201917
McIlrath & Eck, LLC 1340.00%0.07%0.20%Q4 2017Q3 202317
Bryn Mawr Capital Management, LLC 17170.14%0.48%1.07%Q3 2019Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.09%0.19%0.36%Q3 2019Q3 202317
Brightworth 1070.02%0.08%0.22%Q3 2017Q3 202217
Baldrige Asset Management LLC 17170.95%1.25%1.72%Q1 2019Q1 202317
Advanced Asset Management Advisors Inc 17170.06%0.12%0.14%Q3 2019Q3 202317
Geneva Advisors, LLC 17170.02%0.15%0.26%Q2 2013Q2 201717
CAPITAL ONE, NATIONAL ASSOCIATION 1610.02%0.22%0.56%Q3 2014Q4 201917
WMS Partners, LLC 980.03%0.96%2.88%Q1 2017Q3 202317
Evergreen Advisors, LLC 1250.15%3.84%6.02%Q4 2018Q3 202317
WealthOne, LLC 1610.03%0.74%1.09%Q4 2018Q3 202317
GREENWOOD CAPITAL ASSOCIATES LLC 1410.06%1.08%1.48%Q2 2018Q3 202317
ARS Investment Partners, LLC 1070.03%0.04%0.06%Q1 2015Q3 202317
PRIVATE MANAGEMENT GROUP INC 17170.02%0.02%0.04%Q3 2018Q3 202217
IPG Investment Advisors LLC 1430.08%0.12%0.18%Q4 2017Q2 202217
Concert Wealth Management Inc. 1070.10%0.47%3.05%Q2 2013Q3 201717
CHEMICAL BANK 17170.05%0.09%0.15%Q2 2015Q2 201917
MACKENZIE FINANCIAL CORP 1410.00%0.01%0.02%Q1 2019Q3 202317
Apexium Financial, LP 1610.91%2.06%15.01%Q4 2018Q3 202317
Axiom Investment Management LLC 17170.06%0.27%0.50%Q4 2018Q4 202217
MEEDER ASSET MANAGEMENT INC 17170.00%0.21%0.69%Q3 2019Q3 202317
Inscription Capital, LLC 1520.04%0.42%0.88%Q4 2018Q3 202317
CCG WEALTH MANAGEMENT, LLC 17170.31%2.72%4.36%Q3 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.12%0.14%0.19%Q2 2013Q2 201717
SIMPLEX TRADING, LLC 610.00%0.01%0.05%Q1 2015Q3 202317
6 Meridian 17170.02%0.06%0.15%Q4 2017Q4 202117
Physician Wealth Advisors, Inc. 17171.03%1.95%3.38%Q3 2019Q3 202317
UNITED BANK, INC. 1250.08%0.13%0.66%Q2 2013Q3 201717
Ifrah Financial Services, Inc. 1210.08%0.08%0.11%Q1 2018Q3 202317
Principle Wealth Partners LLC 1250.03%0.15%0.64%Q4 2018Q3 202317
Apriem Advisors 1610.00%0.01%0.04%Q2 2013Q2 201817
Hubbell Strickland Wealth Management, LLC 17171.60%2.61%3.43%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.01%0.01%0.02%Q3 2019Q3 202317
WFG Advisors, LP 17170.02%0.06%0.13%Q2 2013Q2 201717
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1510.00%0.03%0.10%Q1 2017Q3 202317
Ramsay, Stattman, Vela & Price, Inc. 17170.11%0.15%0.21%Q3 2019Q3 202317
IFG Advisory, LLC 17170.48%0.71%1.53%Q3 2019Q3 202317
BKS ADVISORS, LLC 17170.17%0.21%0.24%Q1 2015Q1 201917
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.03%0.17%Q1 2015Q2 202317
Intelligence Driven Advisers, LLC 1070.05%0.62%1.37%Q2 2019Q3 202317
MorganRosel Wealth Management, LLC 1251.08%2.17%3.32%Q4 2018Q1 202317
BBR PARTNERS, LLC 17170.02%0.04%0.06%Q3 2019Q3 202317
American Money Management, LLC 1420.10%0.35%0.63%Q4 2013Q3 202316
TRUEFG, LLC 16167.30%7.69%8.44%Q4 2019Q3 202316
STEPH & CO 16160.90%1.09%1.41%Q4 2019Q3 202316
CX Institutional 1060.00%0.16%0.66%Q2 2018Q3 202316
PBMares Wealth Management LLC 16160.20%0.41%0.62%Q4 2019Q3 202316
Congress Park Capital LLC 1210.24%0.95%1.43%Q1 2018Q3 202316
LWS Wealth Advisors, Inc. 16161.97%2.92%3.35%Q4 2019Q3 202316
Key FInancial Inc 16160.20%0.26%0.38%Q4 2019Q3 202316
DOHJ, LLC 16160.18%1.79%4.34%Q4 2019Q3 202316
Harborview Advisors, LLC 16160.23%0.28%0.35%Q4 2017Q3 202116
Cardinal Strategic Wealth Guidance 16160.11%2.13%4.21%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.09%0.76%1.76%Q4 2019Q3 202316
PACIFIC SUN FINANCIAL CORP 610.18%0.59%0.69%Q4 2017Q2 202316
Professional Financial Advisors, LLC 16160.24%0.84%2.95%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.14%1.63%2.29%Q4 2019Q3 202316
Avidian Wealth Solutions, LLC 1420.05%1.06%1.54%Q3 2019Q3 202316
CVA Family Office, LLC 16161.77%2.14%2.85%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.51%0.66%0.86%Q4 2019Q3 202316
Portfolio Solutions, LLC 1240.04%0.09%0.13%Q1 2016Q3 202016
Investment Research & Advisory Group, Inc. 16160.02%0.09%0.12%Q4 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16160.69%2.22%3.46%Q4 2019Q3 202316
ARBOR TRUST WEALTH ADVISORS, LLC 16160.75%0.85%0.94%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.28%1.70%3.96%Q4 2019Q3 202316
Gleason Group, Inc. 16160.00%0.00%0.03%Q4 2019Q3 202316
Core Wealth Advisors, Inc. 16160.64%6.47%10.75%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.13%0.19%0.22%Q4 2019Q3 202316
Adero Partners, LLC 16160.03%0.18%0.82%Q4 2019Q3 202316
Wealth Alliance 16160.37%1.04%1.74%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.04%0.45%0.65%Q4 2019Q3 202316
Strategic Financial Planning, Inc. 16160.42%0.46%0.50%Q4 2019Q3 202316
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 16160.00%0.01%0.01%Q4 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16160.12%0.22%0.31%Q4 2019Q3 202316
MAGNOLIA CAPITAL MANAGEMENT LTD 16163.80%4.25%5.31%Q4 2019Q3 202316
KFA Private Wealth Group, LLC 16163.91%5.66%11.72%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.33%4.86%18.28%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.72%1.17%1.99%Q4 2019Q3 202316
INNEALTA CAPITAL, LLC 1240.15%0.20%0.26%Q3 2019Q3 202316
Liquid Strategies, LLC 16161.06%2.58%10.38%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.00%0.02%0.03%Q3 2019Q3 202316
FMA ADVISORY INC 1510.14%0.22%0.28%Q1 2017Q1 202116
HOHIMER WEALTH MANAGEMENT, LLC 16160.20%0.41%2.23%Q4 2019Q3 202316
Emerald Advisors, LLC 16160.15%0.58%0.72%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.29%0.91%4.56%Q4 2019Q3 202316
McNaughton Wealth Management, LLC 16160.39%0.46%0.58%Q4 2019Q3 202316
JANICZEK WEALTH MANAGEMENT, LLC 970.00%0.02%0.06%Q2 2018Q3 202316
Aft, Forsyth & Sober, LLC 16161.22%4.65%6.23%Q4 2019Q3 202316
Alhambra Investment Management LLC 16160.32%0.43%0.57%Q4 2019Q3 202316
TFO Wealth Partners, LLC 16160.00%2.50%7.80%Q4 2019Q3 202316
VIRIDIAN RIA, LLC 1428.20%9.79%10.94%Q1 2018Q1 202216
Element Wealth, LLC 16163.53%4.98%5.94%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.25%0.40%0.57%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.03%0.11%0.36%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16161.03%1.24%1.47%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.49%0.81%1.16%Q4 2019Q3 202316
NWK Group, Inc. 16160.00%0.01%0.03%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.28%1.31%1.84%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.38%0.65%0.83%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.17%0.20%0.25%Q2 2013Q1 201716
Venture Visionary Partners LLC 16161.01%1.57%2.50%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 16160.23%0.29%0.37%Q4 2019Q3 202316
Essex Private Wealth Management, LLC 16162.40%5.10%8.56%Q4 2019Q3 202316
PFG Private Wealth Management, LLC 16160.66%1.45%2.72%Q4 2019Q3 202316
Halpern Financial, Inc. 16163.66%4.73%8.06%Q4 2019Q3 202316
Monument Capital Management 1010.21%2.61%6.40%Q2 2018Q3 202316
Efficient Market Advisors, LLC 16162.89%5.37%7.69%Q2 2013Q1 201716
GFG Capital, LLC 16160.07%0.95%6.58%Q4 2019Q3 202316
Iowa State Bank 16160.10%1.35%2.43%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Institute for Wealth Management, LLC. 1010.02%0.14%0.48%Q3 2015Q2 202316
Resonant Capital Advisors, LLC 16161.79%2.81%3.79%Q4 2019Q3 202316
Provident Wealth Management, LLC 16161.58%2.15%2.54%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.27%0.49%0.63%Q4 2019Q3 202316
First Capital Advisors Group, LLC. 970.61%2.04%3.72%Q4 2016Q2 202316
DF DENT & CO INC 1210.01%0.01%0.02%Q2 2017Q3 202216
CAROLINAS WEALTH CONSULTING LLC 16160.62%1.30%1.63%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.03%0.26%0.35%Q4 2019Q3 202316
Edge Capital Group, LLC 830.03%0.79%2.38%Q4 2018Q3 202316
XML Financial, LLC 16161.35%2.17%3.22%Q4 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.07%0.28%0.70%Q4 2018Q3 202316
Marcum Wealth, LLC 16160.08%0.42%1.82%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.06%0.11%0.21%Q4 2017Q3 202316
SkyOak Wealth, LLC 16160.27%1.19%2.08%Q4 2019Q3 202316
F&V Capital Management, LLC 910.07%0.14%0.23%Q1 2017Q3 202316
Kerntke Otto McGlone Wealth Management Group 16163.91%6.92%17.48%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16161.65%2.89%4.89%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.06%0.24%0.66%Q4 2019Q3 202316
PSI Advisors, LLC 16161.87%2.90%3.89%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16160.10%0.62%0.90%Q4 2019Q3 202316
ESL Trust Services, LLC 16164.34%5.24%5.80%Q4 2019Q3 202316
Perennial Investment Advisors, LLC 16160.41%0.85%1.11%Q4 2019Q3 202316
GUYASUTA INVESTMENT ADVISORS INC 1210.02%0.03%0.03%Q2 2018Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16162.11%3.80%4.71%Q4 2019Q3 202316
WEALTH ADVISORS, INC. 16160.27%0.32%0.38%Q4 2019Q3 202316
Risk Paradigm Group, LLC 16160.04%0.98%1.80%Q1 2015Q4 201816
Capital Advantage, Inc. 16162.87%3.77%4.65%Q4 2019Q3 202316
SeaCrest Wealth Management, LLC 820.02%0.05%0.10%Q4 2017Q3 202316
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1240.05%0.07%0.13%Q4 2017Q3 202316
Firestone Capital Management 16160.12%0.17%0.22%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.31%0.44%0.64%Q4 2019Q3 202316
SHELTON CAPITAL MANAGEMENT 16160.01%0.02%0.03%Q4 2019Q3 202316
St. Johns Investment Management Company, LLC 880.01%0.03%0.05%Q1 2014Q1 201916
UBS AG 660.00%0.05%0.23%Q2 2013Q3 201416
Cedar Mountain Advisors, LLC 16165.74%6.60%8.08%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16161.36%5.22%7.53%Q4 2019Q3 202316
S.E.E.D. Planning Group LLC 16160.18%0.53%1.10%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.56%0.66%0.86%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.03%0.41%0.81%Q4 2019Q3 202316
NextCapital Advisers, Inc. 16166.80%7.12%7.52%Q3 2018Q2 202216
AlphaCore Capital LLC 16160.03%2.71%8.25%Q4 2019Q3 202316
CERTUITY, LLC 16161.14%2.29%4.13%Q4 2019Q3 202316
Fortis Advisors, LLC 1110.00%0.09%0.22%Q3 2017Q4 202216
Sugarloaf Wealth Management, LLC 16160.03%0.06%0.32%Q4 2019Q3 202316
Ullmann Wealth Partners Group, LLC 1420.04%0.80%1.38%Q1 2017Q3 202316
S.A. Mason LLC 16160.07%0.17%0.27%Q4 2019Q3 202316
Davidson Capital Management Inc. 16161.10%3.28%5.21%Q4 2019Q3 202316
Veracity Capital LLC 16160.14%1.40%10.03%Q4 2019Q3 202316
Maltin Wealth Management, Inc. 16160.69%1.21%1.75%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.05%0.29%2.22%Q4 2019Q3 202316
Van Hulzen Asset Management, LLC 1220.03%0.38%1.14%Q4 2016Q3 202316
Occidental Asset Management, LLC 1510.17%0.78%1.58%Q3 2018Q3 202316
Graypoint LLC 15150.53%1.84%2.50%Q1 2020Q3 202315
BlackRock Group LTD 15150.00%0.02%0.05%Q2 2013Q4 201615
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1320.72%1.16%3.38%Q4 2019Q3 202315
Avantax Planning Partners, Inc. 1310.01%0.04%0.08%Q4 2016Q1 202315
BlackRock Fund Advisors 15150.00%0.01%0.02%Q2 2013Q4 201615
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1410.05%0.11%0.24%Q4 2019Q3 202315
KANALY TRUST CO 15150.31%0.35%0.57%Q2 2013Q4 201615
BREMER TRUST NATIONAL ASSOCIATION 15150.33%1.01%1.40%Q2 2015Q4 201815
BAR HARBOR TRUST SERVICES 1110.00%0.11%0.15%Q2 2013Q2 202215
ARGENT CAPITAL MANAGEMENT LLC 1410.01%0.02%0.14%Q3 2017Q3 202315
KANAWHA CAPITAL MANAGEMENT LLC 15150.09%0.18%0.23%Q1 2020Q3 202315
STRATEGY ASSET MANAGERS LLC 1050.07%0.23%0.47%Q4 2019Q3 202315
Millburn Ridgefield Corp 15156.50%10.00%10.51%Q1 2020Q3 202315
PacWest Financial Management Inc 15151.63%3.78%4.27%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.02%0.04%0.06%Q2 2013Q4 201615
Ziegler Capital Management, LLC 15150.17%0.42%0.60%Q1 2020Q3 202315
Buffington Mohr McNeal 15151.66%4.60%5.74%Q4 2016Q2 202015
Advisors Capital Management, LLC 1210.01%0.02%0.07%Q3 2018Q3 202315
MSI Financial Services Inc 15150.19%0.39%0.59%Q2 2013Q4 201615
Argent Advisors, Inc. 1410.00%0.28%0.42%Q4 2019Q3 202315
Altavista Wealth Management, Inc. 15150.09%0.31%0.64%Q2 2018Q4 202115
Cohen Klingenstein LLC 1210.01%0.01%0.03%Q2 2018Q3 202315
BRR OpCo, LLC 15150.04%0.29%1.73%Q1 2019Q3 202215
Drexel Morgan & Co. 710.07%0.33%0.62%Q2 2016Q2 202115
KLS Professional Advisors Group, LLC 15150.03%1.49%18.52%Q4 2015Q2 201915
Vantage Investment Partners, LLC 15150.26%0.37%0.57%Q2 2018Q4 202115
Boston Trust Walden Corp 830.00%0.00%0.00%Q4 2017Q3 202315
J. W. Coons Advisors, LLC 15150.31%0.47%0.59%Q1 2020Q3 202315
Vestcor Inc 15150.01%0.02%0.06%Q4 2019Q2 202315
Catalyst Capital Advisors LLC 15155.60%7.80%8.75%Q1 2020Q3 202315
Braver Wealth Management, LLC 15151.74%2.65%4.07%Q2 2013Q4 201615
Winfield Associates, Inc. 910.02%0.75%1.33%Q4 2013Q1 202215
Aft, Forsyth & Sober, LLC 15150.50%7.61%13.85%Q2 2013Q4 201615
BEACON FINANCIAL GROUP 1210.04%0.05%0.06%Q4 2014Q3 202315
Caprock Group, LLC 15150.04%0.05%0.06%Q1 2020Q3 202315
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 820.01%0.06%0.16%Q4 2015Q4 202015
AdvicePeriod, LLC 15150.57%0.86%1.07%Q4 2017Q2 202115
Private Vista, LLC 1050.43%9.99%15.39%Q3 2016Q2 202015
EDMOND DE ROTHSCHILD HOLDING S.A. 15150.00%0.01%0.03%Q2 2015Q4 201815
Kovitz Investment Group Partners, LLC 15150.01%0.12%0.17%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.35%0.64%1.47%Q1 2020Q3 202315
Paragon Wealth Strategies, LLC 1050.67%7.24%13.43%Q4 2016Q1 202215
Advisor Group, Inc. 15150.39%0.68%0.97%Q2 2016Q4 201915
Glenview Trust Co 15150.28%1.03%1.58%Q1 2020Q3 202315
NORTHWEST WEALTH MANAGEMENT, LLC 810.07%0.15%0.28%Q1 2018Q3 202315
Capital Bank & Trust Co 1230.00%0.00%0.01%Q2 2017Q2 202115
White Lighthouse Investment Management Inc. 15150.13%0.18%0.22%Q1 2020Q3 202315
Smart Money Group LLC 15150.15%0.27%0.44%Q1 2020Q3 202315
SWS Partners 510.80%1.37%1.84%Q4 2017Q3 202315
Wealth Alliance Advisory Group, LLC 1020.12%2.00%4.91%Q1 2018Q3 202215
Retirement Group, LLC 1410.01%0.06%0.10%Q4 2019Q3 202315
HHM Wealth Advisors, LLC 15150.02%0.04%0.05%Q1 2020Q3 202315
Vectors Research Management, LLC 15150.02%0.03%0.04%Q4 2018Q2 202215
Inlet Private Wealth, LLC 1140.07%0.08%0.08%Q1 2019Q2 202315
Global Strategic Investment Solutions, LLC 15150.44%1.45%2.20%Q1 2020Q3 202315
Hardy Reed LLC 15152.25%2.60%3.38%Q1 2020Q3 202315
ERn Financial, LLC 15151.16%1.57%2.18%Q1 2020Q3 202315
Pacific Edge Advisors, LLC 960.17%2.05%3.31%Q4 2017Q3 202115
Charles Schwab Trust Co 1320.13%0.28%0.62%Q3 2019Q3 202315
CBIZ Investment Advisory Services, LLC 960.02%0.07%0.43%Q4 2019Q3 202315
Silicon Hills Wealth Management, LLC 15150.22%1.19%5.27%Q4 2019Q2 202315
Secure Asset Management, LLC 1230.07%0.45%1.40%Q4 2019Q3 202315
R. W. Roge & Company, Inc. 15150.27%1.70%6.20%Q4 2019Q2 202315
CFM WEALTH PARTNERS LLC 1230.04%0.10%0.14%Q4 2019Q3 202315
Apella Capital, LLC 1230.28%0.96%1.89%Q1 2020Q4 202315
SteelPeak Wealth, LLC 1410.02%0.32%0.83%Q4 2019Q3 202315
Columbia Trust Co 01012016 1230.55%0.68%0.97%Q4 2019Q3 202315
360 Financial, Inc. 1410.16%1.53%1.91%Q4 2019Q3 202315
Asio Capital, LLC 15150.94%3.20%5.05%Q1 2020Q3 202315
Keebeck Wealth Management, LLC 1410.00%0.56%1.20%Q4 2019Q3 202315
RMR Wealth Builders 1410.04%1.32%3.41%Q4 2019Q3 202315
Consolidated Planning Corp 15151.20%2.63%3.99%Q1 2020Q3 202315
Souders Financial Advisors 15150.53%0.72%1.32%Q1 2020Q3 202315
Wellspring Financial Advisors, LLC 15150.48%0.83%1.19%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.01%0.08%0.14%Q4 2019Q2 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.11%0.24%0.44%Q1 2020Q3 202315
Gray Wealth Management Inc. 15150.16%0.19%0.26%Q1 2020Q3 202315
TERRIL BROTHERS, INC. 1210.05%0.08%0.11%Q2 2018Q3 202315
NBT BANK N A /NY 1410.04%0.07%0.08%Q4 2019Q3 202315
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1050.66%0.92%1.69%Q4 2019Q3 202315
BANK OF NOVA SCOTIA 1210.00%0.08%0.14%Q3 2018Q3 202315
Summit Trail Advisors, LLC 1310.00%0.29%0.84%Q4 2017Q3 202314
SAGE RHINO CAPITAL LLC 14140.11%0.13%0.15%Q2 2020Q3 202314
CUTLER INVESTMENT COUNSEL LLC 14140.52%0.69%0.77%Q2 2020Q3 202314
Foster Victor Wealth Advisors, LLC 14140.20%1.68%2.86%Q2 2020Q3 202314
Claraphi Advisory Network, LLC 14140.07%0.20%0.43%Q1 2019Q2 202214
CAPITAL GUARDIAN TRUST CO 1110.00%0.00%0.02%Q3 2014Q4 201814
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.02%0.04%0.08%Q2 2020Q3 202314
Strategic Blueprint, LLC 1220.07%0.26%0.42%Q3 2019Q3 202314
Wealth Quarterback LLC 610.43%0.87%1.28%Q1 1987Q3 202314
ALTERNA WEALTH MANAGEMENT, INC 610.15%2.12%5.80%Q4 2018Q3 202314
Carl P. Sherr & Co., LLC 1210.16%0.39%2.10%Q4 2019Q3 202314
Clarius Group, LLC 14140.08%0.22%0.68%Q3 2016Q4 201914
BlackRock Institutional Trust Company, N.A. 14140.00%0.01%0.01%Q3 2013Q4 201614
Atlantic Union Bankshares Corp 14140.02%0.04%0.04%Q2 2020Q3 202314
FULTON BANK, N.A. 950.02%0.04%0.07%Q2 2016Q4 202314
FIRST WILSHIRE SECURITIES MANAGEMENT INC 14140.08%0.10%0.13%Q4 2016Q1 202014
Cordasco Financial Network 860.00%0.01%0.03%Q4 2013Q2 202214
WESTPORT RESOURCES MANAGEMENT INC 14140.67%1.21%2.24%Q2 2013Q3 201614
Prostatis Group LLC 1130.15%0.92%2.94%Q4 2019Q2 202314
Lantz Financial LLC 1040.08%0.89%2.39%Q1 2019Q2 202314
Security National Bank 950.09%0.13%0.19%Q4 2018Q3 202314
WIMMER ASSOCIATES 1, LLC 1310.12%0.25%0.30%Q4 2016Q1 202114
JOYN Advisors, Inc. 1010.01%0.08%0.26%Q3 2013Q1 202014
Vantage Financial Partners Ltd., Inc. 14140.24%1.01%2.30%Q2 2020Q3 202314
Portland Global Advisors LLC 14140.07%0.13%0.26%Q2 2020Q3 202314
MAGNOLIA CAPITAL ADVISORS LLC 950.85%2.77%6.14%Q4 2019Q2 202314
Capital Investment Counsel, Inc 1110.01%0.01%0.01%Q1 2019Q3 202314
QUATTRO FINANCIAL ADVISORS LLC 610.01%1.20%2.97%Q1 2017Q3 202314
Evolution Wealth Advisors, LLC 1310.05%0.16%0.27%Q4 2019Q3 202314
Costello Asset Management, INC 14140.02%0.04%0.05%Q2 2020Q3 202314
ROTHSCHILD INVESTMENT LLC /IL 14140.03%0.04%0.06%Q2 2020Q3 202314
Heartwood Wealth Advisors LLC 14140.05%0.07%0.12%Q2 2020Q3 202314
Bell Rock Capital LLC 1310.07%0.11%0.18%Q4 2016Q4 202114
Polianta Ltd 713.02%5.19%7.40%Q4 2016Q2 202214
MANCHESTER FINANCIAL INC 14140.05%2.14%4.00%Q4 2018Q1 202214
FIRST NATIONAL BANK SIOUX FALLS 14140.12%0.20%0.26%Q2 2013Q3 201614
Clean Yield Group 1020.00%0.03%0.04%Q2 2016Q3 202314
BLUESTEM FINANCIAL ADVISORS, LLC 14141.53%1.84%2.30%Q2 2020Q3 202314
Verity Asset Management, Inc. 810.18%0.64%2.45%Q2 2019Q3 202314
Gerstein Fisher 14140.06%0.11%0.17%Q2 2013Q3 201614
Global Financial Private Capital, Inc 14140.00%0.70%1.80%Q1 2017Q2 202014
Brick & Kyle, Associates 1040.10%0.11%0.12%Q4 2014Q1 202214
StrongBox Wealth, LLC 1220.26%0.75%1.70%Q1 2020Q4 202314
Savior LLC 950.00%0.10%0.34%Q4 2019Q3 202314
Single Point Partners, LLC 714.94%6.30%8.63%Q4 2019Q3 202314
Shepherd Financial Partners LLC 950.06%0.09%0.11%Q1 2018Q3 202314
HERON FINANCIAL GROUP, LLC 1310.18%0.20%0.23%Q4 2019Q2 202314
C M BIDWELL & ASSOCIATES LTD 14140.01%0.01%0.01%Q2 2020Q3 202314
PAX Financial Group, LLC 14140.06%1.45%2.80%Q2 2020Q3 202314
NATIXIS 14140.01%0.02%0.03%Q4 2018Q1 202214
ATLAS CAPITAL ADVISORS LLC 1130.00%0.00%0.01%Q3 2019Q3 202314
Eudaimonia Partners, LLC 710.02%0.09%0.53%Q4 2019Q3 202314
Crewe Advisors LLC 1310.01%0.11%0.29%Q2 2019Q3 202314
Virtue Capital Management, LLC 820.04%0.09%0.38%Q4 2017Q3 202314
FIDUCIENT ADVISORS LLC 1220.13%0.60%1.18%Q2 2018Q3 202314
Cairn Investment Group, Inc. 14141.25%7.55%12.37%Q2 2020Q3 202314
PRIVATE ASSET MANAGEMENT INC 14140.07%0.10%0.13%Q2 2020Q3 202314
Municipal Employees' Retirement System of Michigan 14140.34%0.70%1.98%Q2 2020Q3 202314
Beirne Wealth Consulting Services, LLC 1220.21%0.65%1.17%Q4 2018Q3 202314
COZAD ASSET MANAGEMENT INC 14140.17%0.44%0.60%Q2 2020Q3 202314
Farmers & Merchants Trust Co of Chambersburg PA 860.02%0.10%0.15%Q1 2019Q3 202314
Darwin Wealth Management, LLC 1310.00%0.70%1.32%Q1 2020Q3 202314
Whitnell & Co. 14140.01%0.01%0.01%Q3 2016Q4 201914
Tower View Wealth Management LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
LBA Wealth Management, LLC 14140.12%0.24%0.57%Q4 2013Q1 201714
GAM Holding AG 14140.08%0.12%0.17%Q1 2019Q2 202214
Lincoln Capital LLC 14140.09%0.21%0.26%Q2 2020Q3 202314
Employees Retirement System of Texas 610.04%0.13%0.30%Q4 2014Q2 202214
J.W. COLE ADVISORS, INC. 810.22%0.42%0.60%Q4 2019Q3 202314
Peninsula Wealth, LLC 14140.23%0.38%0.50%Q2 2020Q3 202314
DIVIDEND ASSETS CAPITAL, LLC 14140.00%0.02%0.03%Q2 2020Q3 202314
Segment Wealth Management, LLC 1130.03%0.04%0.06%Q1 2018Q3 202314
Weil Company, Inc. 1040.12%0.86%2.86%Q4 2017Q3 202114
HCR Wealth Advisors 710.00%3.03%5.79%Q1 2019Q3 202313
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 13130.14%0.20%0.26%Q3 2020Q3 202313
Tidal Investments LLC 760.01%1.80%7.14%Q4 2018Q2 202213
Wiser Wealth Management, Inc 13130.80%3.53%6.91%Q4 2020Q4 202313
TWO SIGMA ADVISERS, LP 1010.00%0.04%0.07%Q4 2014Q3 202313
Circle Wealth Management, LLC 1210.03%0.43%4.98%Q1 2020Q3 202313
East Coast Asset Management, LLC. 910.05%0.42%0.88%Q4 2012Q1 202113
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.40%0.51%0.69%Q3 2020Q3 202313
PRIVATE TRUST CO NA 760.56%0.90%1.58%Q1 2013Q3 202313
BRASADA CAPITAL MANAGEMENT, LP 850.08%0.32%0.75%Q1 2018Q4 202213
Summit Place Financial Advisors, LLC 1210.22%1.89%4.10%Q4 2019Q3 202313
Domani Wealth, LLC 13130.20%0.25%0.28%Q1 2020Q1 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Leicht Financial Planning & Wealth Management, Inc. 13130.27%0.95%2.12%Q4 2016Q4 201913
OKABENA INVESTMENT SERVICES INC 1120.08%4.03%6.72%Q2 2020Q3 202313
Acorns Advisers, LLC 13132.95%3.14%3.45%Q3 2020Q3 202313
OLD DOMINION CAPITAL MANAGEMENT INC 13130.36%0.45%0.52%Q3 2018Q3 202113
Lionsbridge Wealth Management LLC 810.01%2.38%3.98%Q4 2019Q3 202313
Fund Evaluation Group, LLC 940.03%0.25%2.74%Q1 2020Q3 202313
Atlas Private Wealth Advisors 850.08%0.28%0.59%Q2 2020Q3 202313
Affinity Capital Advisors, LLC 1210.25%2.15%3.11%Q4 2019Q3 202313
Founders Financial Alliance, LLC 13130.09%0.16%0.22%Q3 2020Q3 202313
Cordant, Inc. 1110.00%0.11%0.17%Q4 2019Q3 202313
Kestra Advisory Services, LLC 13130.83%1.03%1.27%Q3 2020Q3 202313
Pacifica Partners Inc. 13130.01%0.02%0.06%Q4 2020Q4 202313
Detalus Advisors, LLC 1210.11%0.16%0.19%Q4 2019Q3 202313
EPIQ PARTNERS, LLC 13130.14%0.18%0.20%Q3 2020Q3 202313
Verde Capital Management 13133.93%5.51%6.28%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.27%0.35%0.41%Q3 2020Q3 202313
Aberdeen Wealth Management LLC 820.15%0.17%0.20%Q4 2019Q3 202313
CWS Financial Advisors, LLC 850.44%1.57%5.35%Q2 2020Q3 202313
Elevated Capital Advisors, LLC 510.28%0.46%0.57%Q1 2019Q3 202313
Kathmere Capital Management, LLC 13130.04%0.05%0.06%Q3 2020Q3 202313
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1210.00%0.00%0.01%Q3 2018Q3 202313
Platte River Wealth Advisors, LLC 1110.08%0.32%1.58%Q4 2019Q2 202313
Investors Capital Advisory Services 13130.16%0.26%0.31%Q2 2013Q2 201613
Almanack Investment Partners, LLC. 13130.09%0.24%0.68%Q3 2020Q3 202313
Kopp Family Office, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
PALISADE CAPITAL MANAGEMENT, LP 1210.01%0.01%0.03%Q1 2020Q3 202313
ROVIN CAPITAL /UT/ /ADV 1210.67%4.07%7.65%Q4 2019Q3 202313
Weaver Consulting Group 760.00%0.07%0.16%Q1 2019Q1 202313
IEQ CAPITAL, LLC 1110.01%0.03%0.08%Q4 2019Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.08%0.14%0.18%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.54%0.82%1.34%Q2 2013Q2 201613
B & T Capital Management DBA Alpha Capital Management 13130.15%0.70%0.96%Q2 2017Q2 202013
LAKE STREET PRIVATE WEALTH, LLC 940.05%0.13%0.28%Q1 2019Q4 202213
Newfound Research LLC 13130.01%0.02%0.04%Q4 2015Q4 201813
NorthCoast Asset Management LLC 1010.03%0.81%2.57%Q2 2013Q3 202113
Willow Creek Wealth Management Inc. 13130.08%0.13%0.26%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.02%0.13%0.23%Q3 2020Q3 202313
YHB Investment Advisors, Inc. 13130.79%1.16%1.63%Q3 2020Q3 202313
HRT FINANCIAL LP 410.01%0.14%0.77%Q2 2015Q3 202313
BLUESTEIN R H & CO LLC 13130.04%0.15%0.39%Q3 2019Q3 202213
Daniels&Tansey,LLP 13131.34%6.01%7.72%Q3 2020Q3 202313
Lion Street Advisors, LLC 520.12%0.56%2.98%Q4 2019Q3 202313
ARTHUR M. COHEN & ASSOCIATES, LLC 1010.22%0.28%0.51%Q3 2014Q1 202013
Personal Wealth Partners 13134.10%7.65%10.93%Q1 2019Q1 202213
FIRSTMERIT BANK N A TRUSTEE 13131.85%2.26%2.82%Q2 2013Q2 201613
Zions Bancorporation 13130.01%0.03%0.11%Q1 2015Q1 201813
MIRSKY FINANCIAL MANAGEMENT CORP. 13132.42%3.26%3.98%Q4 2018Q4 202113
SlateStone Wealth, LLC 760.07%0.17%0.44%Q4 2018Q3 202313
ETRADE Capital Management LLC 13130.30%1.09%2.29%Q3 2017Q3 202013
Hayden Royal, LLC 13130.20%0.54%1.18%Q4 2018Q4 202113
BOURGEON CAPITAL MANAGEMENT LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
MKD WEALTH COACHES, LLC 13133.98%11.29%20.56%Q4 2018Q4 202113
Farmers & Merchants Trust Co of Long Beach 13130.08%0.10%0.11%Q3 2020Q3 202313
Independence Wealth Advisors, Inc. 13132.71%4.26%5.74%Q4 2017Q4 202013
Baron Financial Group, LLC 13131.44%2.00%2.65%Q3 2020Q3 202313
Elmwood Wealth Management, Inc. 710.02%0.03%0.04%Q1 2018Q4 202113
Stonehearth Capital Management, LLC 13132.56%3.50%4.14%Q4 2020Q4 202313
Independence Bank of Kentucky 940.00%0.00%0.01%Q2 2018Q3 202313
New Capital Management LP 13130.03%0.11%0.21%Q4 2016Q4 201913
Clarkston Capital Partners, LLC 1210.00%0.00%0.03%Q3 2015Q3 202313
Princeton Portfolio Strategies Group LLC 710.05%0.32%0.84%Q1 2017Q2 202113
Waverly Advisors, LLC 610.01%0.18%0.36%Q1 2014Q3 202313
Berkshire Bank 13130.10%0.16%0.21%Q3 2020Q3 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.32%0.43%0.55%Q4 2018Q4 202113
DEARBORN PARTNERS LLC 750.01%0.01%0.02%Q4 2018Q1 202212
TruWealth Advisors, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.30%0.45%0.69%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 810.21%0.58%1.07%Q4 2019Q3 202312
Ten Capital Wealth Advisors, LLC 12120.03%0.26%0.57%Q3 2020Q2 202312
Charter Oak Capital Management, LLC 12120.09%0.11%0.15%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.32%0.39%0.44%Q4 2020Q3 202312
Southern Wealth Management, LLP 12120.05%0.22%0.53%Q2 2020Q1 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12121.22%1.75%2.69%Q4 2020Q3 202312
Concord Wealth Partners 12120.00%0.05%0.08%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.13%0.25%0.71%Q4 2020Q3 202312
Walkner Condon Financial Advisors LLC 12120.10%0.22%0.32%Q4 2020Q3 202312
Horst & Graben Wealth Management LLC 12120.07%0.35%1.47%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.28%1.16%3.32%Q4 2020Q3 202312
Klaas Financial Asset Advisors, LLC 12120.63%2.10%4.12%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.04%0.05%0.08%Q4 2020Q3 202312
ONE Advisory Partners, LLC 12120.14%2.30%3.93%Q2 2020Q1 202312
Bellwether Advisors, LLC 12121.20%2.07%3.13%Q4 2020Q3 202312
Signature Wealth Management Partners, LLC 12120.22%0.25%0.32%Q4 2020Q3 202312
Bordeaux Wealth Advisors LLC 12120.16%0.42%0.62%Q4 2020Q3 202312
WFA of San Diego, LLC 1110.06%0.62%0.84%Q2 2020Q3 202312
KWB Wealth 12120.16%0.35%0.55%Q4 2020Q3 202312
Compass Ion Advisors, LLC 12120.08%0.13%0.18%Q4 2020Q3 202312
Gemmer Asset Management LLC 1110.06%0.08%0.12%Q2 2014Q3 202312
Renaissance Technologies 310.00%0.00%0.01%Q1 2018Q3 202312
HARBOR ADVISORY CORP /MA/ 12120.25%1.49%2.60%Q4 2020Q3 202312
PHILADELPHIA TRUST CO 12120.02%0.05%0.22%Q4 2020Q3 202312
Curtis Advisory Group, LLC 12120.09%0.11%0.13%Q4 2020Q3 202312
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12120.12%0.16%0.22%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12121.54%2.02%2.75%Q4 2018Q3 202112
FOSTER & MOTLEY INC 12120.03%0.04%0.05%Q4 2020Q3 202312
WEST BANCORPORATION INC 840.11%0.18%0.31%Q4 2019Q3 202312
PRINCETON CAPITAL MANAGEMENT LLC 750.01%0.05%0.07%Q1 2018Q1 202212
OGOREK ANTHONY JOSEPH /NY/ /ADV 12120.00%0.00%0.00%Q3 2020Q2 202312
HOLDERNESS INVESTMENTS CO 12120.16%0.33%0.54%Q1 2017Q4 201912
SHEPHERD KAPLAN KROCHUK, LLC 610.05%1.40%3.43%Q3 2016Q3 202312
Avalon Investment & Advisory 510.01%0.01%0.05%Q4 2017Q1 202312
New England Private Wealth Advisors LLC 1010.05%0.08%0.12%Q4 2015Q4 201912
Northern Capital Management, Inc. 12124.58%8.88%13.53%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.11%0.22%0.38%Q4 2020Q3 202312
AAF Wealth Management, LLC 12123.60%4.03%5.11%Q4 2020Q3 202312
Castle Rock Wealth Management, LLC 12120.25%0.63%0.91%Q4 2020Q3 202312
Addenda Capital Inc. 12120.27%0.30%0.36%Q1 2014Q4 201612
Sather Financial Group Inc 930.05%0.07%0.16%Q3 2019Q3 202312
Qube Research & Technologies Ltd 610.00%0.16%0.78%Q4 2019Q2 202312
55I, LLC 12120.10%0.95%1.79%Q4 2019Q3 202212
Shamrock Asset Management LLC 12120.01%0.59%3.99%Q4 2016Q3 201912
Gilman Hill Asset Management, LLC 1110.01%0.05%0.06%Q4 2013Q3 202312
Vigilare Wealth Management 720.12%0.24%0.60%Q4 2019Q1 202312
Burleson & Company, LLC 12120.01%0.13%0.32%Q4 2019Q3 202212
Vestmark Advisory Solutions, Inc. 1020.02%0.06%0.19%Q1 2019Q2 202312
Grant Street Asset Management, Inc. 12120.07%0.77%2.04%Q4 2020Q3 202312
Braun-Bostich & Associates Inc. 12120.42%1.58%2.92%Q4 2017Q3 202012
Colony Family Offices, LLC 12127.93%9.37%11.24%Q4 2020Q3 202312
Price Wealth, LLC 12124.50%8.42%11.27%Q4 2017Q3 202012
Mirador Capital Partners LP 12120.17%0.19%0.23%Q1 2017Q4 201912
Cable Hill Partners, LLC 1020.01%0.04%0.13%Q3 2015Q1 201912
Oxinas Partners Wealth Management LLC 12120.27%0.34%0.56%Q4 2020Q3 202312
Sterling Capital Management LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
Main Street Financial Solutions, LLC 12120.08%0.12%0.21%Q4 2020Q3 202312
Intellectus Partners, LLC 660.10%0.23%0.42%Q2 2017Q2 202012
Asset Allocation & Management Company, LLC 710.22%0.29%0.36%Q4 2019Q3 202312
Hoxton Financial, Inc. 12120.00%0.03%0.11%Q2 2013Q1 201612
Summit Financial, LLC 12120.13%0.17%0.21%Q4 2020Q3 202312
IFS Advisors, LLC 660.01%3.45%8.86%Q4 2020Q4 202312
Unified Trust Company, N.A. 12120.20%0.38%0.68%Q4 2018Q3 202112
Legacy Capital Wealth Partners, LLC 12121.55%3.43%5.55%Q4 2020Q3 202312
Renasant Bank 12120.60%0.97%1.34%Q4 2020Q3 202312
FLOW TRADERS U.S. LLC 410.00%0.17%0.88%Q2 2015Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.05%Q4 2020Q3 202312
BLUE SQUARE ASSET MANAGEMENT, LLC 621.26%3.70%6.37%Q3 2019Q3 202312
Wescott Financial Advisory Group, LLC 12120.42%0.75%1.22%Q4 2020Q3 202312
Chanos & Co LP 751.88%7.68%24.72%Q4 2016Q4 201912
Joseph P. Lucia & Associates, LLC 620.00%0.01%0.01%Q1 2019Q2 202212
Golden State Wealth Management, LLC 930.38%0.81%1.04%Q1 2019Q1 202212
Palisade Asset Management, LLC 12120.03%0.13%0.30%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.28%0.60%0.86%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.44%0.68%1.01%Q4 2020Q3 202312
High Pines Wealth Management, LLC 12121.80%3.09%4.50%Q4 2020Q3 202312
HBW ADVISORY SERVICES LLC 12120.57%0.73%1.07%Q1 2020Q4 202212
Willis Johnson & Associates, Inc. 12121.60%3.32%5.22%Q4 2020Q3 202312
Capital Planning LLC 12120.41%0.48%0.53%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.21%0.31%0.37%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.93%1.22%1.77%Q4 2020Q3 202312
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12121.99%4.04%8.12%Q4 2020Q3 202312
Curi Wealth Management, LLC 12121.16%1.58%2.36%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.67%0.75%0.90%Q2 2013Q1 201612
Alliance Wealth Advisors, LLC 12122.58%3.00%3.88%Q4 2020Q3 202312
Seascape Capital Management 12120.14%0.20%0.57%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12123.58%3.87%5.47%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12121.16%2.59%3.74%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.98%1.56%1.91%Q4 2020Q3 202312
Round Rock Advisors, LLC 12126.79%7.86%9.97%Q4 2020Q3 202312
Kowal Investment Group, LLC 12120.65%6.00%9.31%Q4 2020Q3 202312
Orion Capital Management LLC 12121.38%1.76%2.06%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12125.76%6.82%7.27%Q4 2020Q3 202312
Resolute Advisors LLC 12120.16%0.61%1.49%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.31%0.46%0.71%Q4 2020Q3 202312
True Link Financial Advisors, LLC 12120.06%0.16%0.37%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.21%0.41%0.71%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12122.27%3.25%5.58%Q4 2020Q3 202312
Interchange Capital Partners, LLC 12120.75%1.08%1.43%Q4 2020Q3 202312
ADE, LLC 12120.67%0.96%1.27%Q4 2020Q3 202312
Pine Ridge Advisers LLC 12120.25%1.15%1.86%Q4 2020Q3 202312
Rafferty Asset Management, LLC 1110.08%0.24%1.51%Q2 2013Q2 202012
COREPATH WEALTH PARTNERS LLC 12120.14%0.17%0.22%Q4 2020Q3 202312
BRADLEY FOSTER & SARGENT INC/CT 1010.01%0.01%0.02%Q3 2018Q3 202312
LifeSteps Financial, Inc. 12120.25%0.92%1.52%Q4 2020Q3 202312
Greystone Financial Group, LLC 12120.15%0.43%0.88%Q4 2020Q3 202312
Connolly Sarah T. 12120.45%0.66%0.80%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.08%0.29%0.47%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.14%0.23%0.30%Q4 2020Q3 202312
MADISON WEALTH MANAGEMENT 12120.06%0.08%0.09%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12122.52%3.16%3.84%Q4 2020Q3 202312
IRONWOOD WEALTH MANAGEMENT, INC. 12127.44%9.91%13.70%Q4 2020Q3 202312
Compton Financial Group, LLC 12125.11%6.27%9.63%Q4 2020Q3 202312
COWA, LLC 12120.49%0.99%1.52%Q4 2020Q3 202312
Wells Financial Advisors INC 12120.32%0.58%2.09%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12122.68%2.91%3.46%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12122.54%2.86%3.24%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.62%1.17%1.73%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.15%0.26%0.41%Q4 2020Q3 202312
Orin Green Financial, LLC 12122.41%3.10%3.91%Q4 2020Q3 202312
Allegheny Financial Group LTD 12120.16%0.20%0.28%Q4 2020Q3 202312
Bath Savings Trust Co 12120.03%0.03%0.04%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12124.02%6.04%6.91%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12125.25%6.98%11.50%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.54%0.97%1.34%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.13%0.20%0.27%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.26%0.31%0.36%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
Fountainhead AM, LLC 12126.86%7.74%8.76%Q4 2020Q3 202312
Greenhouse Wealth Management, LLC 12120.58%0.64%0.69%Q4 2020Q3 202312
Fort Henry Capital, LLC 121212.94%13.74%15.22%Q4 2020Q3 202312
Wealth Management Partners, LLC 12121.24%2.14%2.51%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.15%0.46%2.52%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.35%0.40%0.46%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.66%1.28%1.80%Q4 2020Q3 202312
TMD Wealth Management, LLC 12120.11%2.19%3.37%Q4 2020Q3 202312
Newton One Investments LLC 12122.21%3.19%3.94%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.31%0.38%0.46%Q4 2020Q3 202312
Altus Wealth Group LLC 12120.23%1.35%2.32%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.78%0.97%1.20%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12121.88%2.69%4.22%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.08%0.10%0.15%Q4 2020Q3 202312
Goodwin Investment Advisory 12120.56%1.00%1.36%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12121.41%1.52%1.64%Q4 2020Q3 202312
Roth Financial Partners LLC 12129.74%11.34%16.24%Q4 2020Q3 202312
BEAM WEALTH ADVISORS, INC. 720.22%0.93%2.87%Q4 2019Q2 202312
Financial Network Wealth Management LLC 12121.57%3.40%4.74%Q4 2020Q3 202312
CUE ADVISORY SERVICES, INC. 660.20%0.23%0.27%Q4 2014Q3 201812
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.13%0.42%Q4 2020Q3 202312
Harbor Group, Inc. 121210.73%11.30%11.83%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.78%1.27%1.95%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 12120.19%0.35%0.96%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.25%1.21%2.99%Q4 2020Q3 202312
American Institute for Advanced Investment Management, LLP 12120.27%0.32%0.41%Q4 2020Q3 202312
Citizens National Bank Trust Department 12121.56%1.73%1.84%Q4 2020Q3 202312
David J Yvars Group 12120.61%1.03%1.55%Q4 2020Q3 202312
NatWest Group plc 11110.11%0.56%1.42%Q2 2013Q4 201511
CT Financial Advisors LLC 1010.34%0.41%0.53%Q1 2014Q1 201711
Lumature Wealth Partners, LLC 11110.10%0.18%0.55%Q4 2020Q2 202311
Field & Main Bank 610.01%0.02%0.06%Q4 2013Q3 202311
Piscataqua Savings Bank 11110.04%0.07%0.11%Q1 2021Q3 202311
Nan Shan Life Insurance Co., Ltd. 410.03%0.24%0.71%Q1 2017Q3 202311
Sierra Capital LLC 11110.12%0.18%0.34%Q1 2021Q3 202311
NORTHSTAR WEALTH PARTNERS LLC 11110.13%0.16%0.21%Q1 2018Q3 202011
Ameritas Investment Company, LLC 11110.44%1.26%2.10%Q1 2019Q3 202111
WOODMONT INVESTMENT COUNSEL LLC 510.02%0.03%0.06%Q2 2015Q3 202311
TrueWealth Advisors, LLC 11110.22%0.28%0.36%Q1 2021Q3 202311
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 11110.30%0.88%1.12%Q2 2013Q4 201511
Squar Milner Financial Services LLC 11110.12%0.90%1.72%Q4 2017Q2 202011
Grant/GrossMendelsohn, LLC 11110.20%0.43%0.70%Q1 2021Q3 202311
Tri-Star Advisors Inc. 831.01%1.95%2.90%Q2 2020Q1 202311
FIDUCIARY MANAGEMENT INC /WI/ 210.00%0.01%0.04%Q4 2013Q4 202211
GoalVest Advisory LLC 830.08%0.20%0.37%Q4 2020Q4 202311
Avestar Capital, LLC 11110.16%1.22%2.64%Q4 2017Q2 202011
Clarus Wealth Advisors 610.03%0.76%2.91%Q1 2018Q2 202111
Royal Fund Management, LLC 11110.01%0.01%0.02%Q3 2017Q1 202011
TEXAS CAPITAL BANCSHARES INC/TX 920.15%0.61%1.48%Q4 2017Q2 202311
Avion Wealth 11110.00%0.12%0.23%Q1 2021Q3 202311
Tower Wealth Partners, Inc. 11110.44%0.60%0.79%Q1 2021Q3 202311
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 11110.08%0.18%0.67%Q1 2021Q3 202311
Monterey Private Wealth, Inc. 610.12%0.17%0.37%Q4 2019Q3 202311
AMERICAN NATIONAL BANK & TRUST CO /VA/ 11110.34%0.76%1.12%Q2 2013Q4 201511
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.35%0.94%1.40%Q4 2019Q2 202211
GSB Wealth Management, LLC 11110.15%0.40%0.57%Q1 2021Q3 202311
Addison Advisors LLC 1010.07%0.10%0.14%Q4 2020Q3 202311
Resurgent Financial Advisors LLC 880.01%0.46%0.76%Q4 2021Q3 202311
BCGM Wealth Management, LLC 920.12%0.15%0.20%Q4 2020Q3 202311
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 11110.02%0.11%0.20%Q1 2021Q3 202311
Navalign, LLC 11114.19%4.57%4.87%Q1 2021Q3 202311
Capital Advisors Wealth Management, LLC 11110.45%1.12%2.35%Q1 2021Q3 202311
4J Wealth Management LLC 651.23%1.40%1.50%Q4 2020Q3 202311
Chesapeake Wealth Management 11110.12%0.15%0.18%Q4 2018Q2 202111
VERITY Wealth Advisors 610.18%0.21%0.25%Q4 2020Q4 202311
SkyView Investment Advisors, LLC 11110.26%0.54%1.01%Q4 2020Q2 202311
HYA Advisors, Inc 11111.87%2.69%3.36%Q4 2019Q2 202211
Livingston Group Asset Management CO (operating as Southport Capital Management) 610.03%0.20%0.40%Q2 2016Q1 202211
Poehling Capital Management, INC. 11110.11%0.12%0.13%Q1 2021Q3 202311
Newport Capital Group, LLC 920.16%0.30%0.37%Q4 2020Q3 202311
Crew Capital Management, Ltd. 11111.03%2.26%2.81%Q1 2021Q3 202311
Commonwealth Financial Services, LLC 1010.15%10.25%42.64%Q4 2014Q3 202311
Visionary Wealth Advisors 810.02%0.14%0.96%Q4 2019Q3 202311
Smith Anglin Financial, LLC 11110.64%0.89%1.16%Q1 2021Q3 202311
Astor Investment Management LLC 11110.00%4.14%7.77%Q1 2017Q3 201911
MACRO Consulting Group 11113.40%4.21%4.71%Q4 2018Q2 202111
Community Financial Services Group, LLC 1010.01%0.16%0.22%Q4 2014Q1 202011
ACIMA PRIVATE WEALTH, LLC 1010.04%0.11%0.62%Q4 2018Q1 202211
4Thought Financial Group Inc. 11114.33%5.07%5.89%Q1 2021Q3 202311
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 710.01%0.22%0.54%Q4 2016Q3 202311
Oak Asset Management, LLC 910.08%0.28%0.39%Q4 2017Q2 202211
Financial Advisors Network, Inc. 910.05%0.23%0.35%Q1 2020Q3 202311
McClarren Financial Advisors, Inc. 650.04%0.05%0.10%Q4 2020Q3 202311
Edge Wealth Management LLC 1010.00%0.01%0.01%Q3 2016Q2 202011
WestHill Financial Advisors, Inc. 920.05%0.05%0.06%Q4 2020Q3 202311
Stellar Capital Management, LLC 1010.08%0.15%0.17%Q3 2017Q2 202011
CANANDAIGUA NATIONAL BANK & TRUST CO 740.03%0.06%0.07%Q1 2015Q1 201811
Bayesian Capital Management, LP 610.04%0.16%0.34%Q1 2020Q2 202311
New England Investment & Retirement Group, Inc. 11110.06%0.10%0.16%Q1 2019Q3 202111
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 11110.09%0.36%0.54%Q1 2017Q3 201911
WEST CHESTER CAPITAL ADVISORS, INC 610.01%3.24%9.44%Q3 2013Q1 201911
Mirae Asset Global Investments Co., Ltd. 1010.01%0.04%0.08%Q3 2018Q3 202311
Signature Financial Management, Inc. 910.02%0.11%0.18%Q2 2013Q4 201811
Fi3 FINANCIAL ADVISORS, LLC 11118.88%10.68%14.34%Q1 2021Q3 202311
RPTC Inc. 11110.22%0.30%0.34%Q3 2017Q1 202011
Stokes Family Office, LLC 11110.05%0.82%1.83%Q1 2021Q3 202311
Psagot Value Holdings Ltd. 11110.00%0.01%0.01%Q4 2014Q2 201711
Welch Group, LLC 740.02%0.03%0.04%Q4 2020Q3 202311
Blue Chip Wealth Management, Inc. 11111.47%2.63%3.38%Q1 2018Q3 202011
Successful Portfolios LLC 11110.14%0.25%0.32%Q3 2020Q1 202311
Quantitative Advantage, LLC 430.38%0.70%1.46%Q2 2013Q3 201811
Mitsubishi UFJ Asset Management (UK) Ltd. 11111.38%1.88%2.51%Q1 2021Q3 202311
Timber Hill LLC 610.00%0.02%0.09%Q3 2013Q2 201711
Covenant Multifamily Offices, LLC 610.02%0.32%1.07%Q3 2015Q3 202111
Kiwi Wealth Investments Limited Partnership 11111.67%2.94%3.90%Q2 2013Q4 201511
Quadrant Private Wealth Management, LLC 710.13%0.26%0.45%Q4 2017Q2 202311
One Wealth Advisors, LLC 710.10%0.21%0.73%Q1 2020Q2 202311
TRUEWEALTH LLC 11111.04%1.72%2.15%Q4 2017Q2 202011
Bradley & Co. Private Wealth Management, LLC 11110.03%0.03%0.03%Q1 2021Q3 202311
MTC Wealth Management LLC 11110.01%5.04%5.79%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.13%0.20%0.27%Q4 2018Q2 202111
Pinnacle Summer Investments, Inc. 11110.00%0.02%0.03%Q2 2013Q4 201511
Paradigm, Strategies in Wealth Management, LLC 11114.52%7.02%10.06%Q1 2021Q3 202311
WEALTHFRONT Corp 610.00%0.00%0.00%Q2 2014Q3 201811
Marquette Asset Management, LLC 11110.10%0.11%0.11%Q2 2013Q4 201511
Campion Asset Management 11112.01%2.16%2.40%Q1 2021Q3 202311
West Branch Capital LLC 11110.07%0.09%0.12%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11110.59%1.04%1.65%Q1 2021Q3 202311
Spire Wealth Management 11110.46%0.57%0.74%Q1 2021Q3 202311
Manifold Partners, LLC 1010.01%2.53%9.19%Q4 2013Q4 201611
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.05%0.16%0.28%Q2 2018Q1 202311
Better Money Decisions, LLC 11110.74%1.15%2.12%Q1 2021Q3 202311
Colonial River Wealth Management, LLC 830.34%1.25%2.77%Q4 2020Q3 202311
Argentus Capital Management, LLC 10100.17%0.64%1.20%Q2 2014Q3 201610
Randolph Co Inc 821.63%2.47%3.56%Q4 2016Q2 201910
Mariner Wealth Advisors-Cincinnati, LLC 10100.02%0.06%0.21%Q2 2016Q3 201810
SMITHBRIDGE ASSET MANAGEMENT INC/DE 10100.80%1.63%2.95%Q2 2021Q3 202310
J. L. Bainbridge & Co., Inc. 10100.03%0.03%0.04%Q4 2020Q1 202310
Aurora Private Wealth, Inc. 730.10%0.18%0.28%Q4 2019Q3 202210
Blue Barn Wealth, LLC 10100.37%0.63%1.00%Q2 2021Q3 202310
MOTIVE WEALTH ADVISORS 10100.22%0.53%0.77%Q2 2021Q3 202310
Syverson Strege & Co 10100.10%0.22%0.34%Q4 2020Q1 202310
SHINE INVESTMENT ADVISORY SERVICES INC 910.00%0.10%0.18%Q2 2017Q3 202010
PENOBSCOT WEALTH MANAGEMENT 10100.18%0.23%0.32%Q2 2021Q3 202310
ADVISOR PARTNERS LLC 710.01%0.07%0.16%Q2 2013Q4 202110
Lake Point Wealth Management 520.00%0.22%0.99%Q4 2018Q2 202210
Knuff & Co LLC 10100.00%0.01%0.02%Q3 2020Q4 202210
MONEY CONCEPTS CAPITAL CORP 820.42%1.57%3.88%Q4 2020Q3 202310
MAIRS & POWER INC 610.00%0.00%0.00%Q3 2013Q3 202310
Financial Management Professionals, Inc. 910.00%0.01%0.04%Q2 2016Q2 202310
CARL DOMINO INC 10100.15%0.21%0.26%Q1 2014Q2 201610
BANK HAPOALIM BM 820.34%0.94%1.98%Q2 2015Q3 201810
FSB PREMIER WEALTH MANAGEMENT, INC. 820.07%0.17%0.33%Q4 2020Q3 202310
KB FINANCIAL PARTNERS, LLC 820.03%0.03%0.04%Q1 2021Q3 202310
1st Global Advisors, Inc. 10100.03%0.29%1.28%Q1 2015Q2 201710
Towerpoint Wealth, LLC 910.11%0.16%0.18%Q3 2019Q4 202210
Eagle Bay Advisors LLC 10100.22%0.28%0.38%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.01%0.02%0.03%Q4 2020Q1 202310
SWMG, LLC 640.58%2.26%2.91%Q4 2020Q2 202310
Pallas Capital Advisors LLC 10100.02%0.04%0.08%Q2 2021Q3 202310
GeoWealth Management, LLC 910.01%0.05%0.17%Q3 2019Q3 202310
Fortress Wealth Group, LLC 10100.18%1.41%4.34%Q2 2021Q3 202310
Leelyn Smith, LLC 910.00%0.01%0.04%Q4 2019Q4 202210
First Bancorp, Inc /ME/ 910.66%0.86%1.12%Q1 2021Q3 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.15%0.58%1.07%Q4 2017Q1 202010
Total Clarity Wealth Management, Inc. 610.10%0.14%0.39%Q4 2019Q3 202310
GM Advisory Group, LLC 820.02%0.04%0.05%Q4 2020Q3 202310
Fieldpoint Private Securities, LLC 730.01%0.18%0.30%Q2 2019Q2 202210
Truadvice, LLC 10100.24%0.52%1.20%Q3 2020Q4 202210
Azimuth Capital Management LLC 610.01%0.03%0.05%Q3 2014Q1 202010
Banque Cantonale Vaudoise 10100.00%0.00%0.00%Q2 2021Q3 202310
Snider Financial Group 10101.65%2.15%2.74%Q2 2021Q3 202310
MATRIX ASSET ADVISORS INC/NY 10100.03%0.09%0.19%Q2 2021Q3 202310
Cadence Bank 710.02%0.11%0.16%Q3 2018Q3 202310
Navis Wealth Advisors, LLC 10101.95%2.62%3.56%Q4 2020Q1 202310
Northwest Capital Management Inc 550.08%0.20%0.31%Q4 2017Q3 202310
Intrua Financial, LLC 910.34%0.90%1.59%Q2 2020Q1 202310
Live Oak Private Wealth LLC 10100.07%0.07%0.08%Q2 2021Q3 202310
Northstar Advisory Group, LLC 520.18%2.37%6.30%Q4 2020Q3 202310
Trexquant Investment LP 410.01%0.05%0.12%Q4 2019Q3 202310
Whitcomb & Hess, Inc. 10104.98%5.20%5.47%Q2 2021Q3 202310
Andesa Financial Management Inc. 10100.39%0.83%1.63%Q4 2017Q1 202010
Summit Global Investments 10100.10%0.83%1.36%Q2 2021Q3 202310
Wambolt & Associates, LLC 10100.08%0.10%0.14%Q2 2021Q3 202310
Gratus Capital, LLC 640.02%0.03%0.04%Q1 2021Q3 202310
Sensible Financial Planning & Management, LLC. 820.06%0.13%0.16%Q3 2014Q1 201710
GPS Wealth Strategies Group, LLC 730.03%0.04%0.06%Q1 2021Q3 202310
EQ LLC 10101.51%6.68%10.83%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.45%2.62%3.63%Q1 2021Q3 202310
SVB Investment Services Inc. 10101.72%2.82%3.73%Q4 2019Q1 202210
Hanlon Investment Management, Inc. 810.02%0.10%0.27%Q1 2019Q3 202210
TPB WEALTH ADVISORS 10100.34%1.62%3.44%Q4 2020Q1 202310
Select Asset Management & Trust 820.25%2.48%5.51%Q1 2021Q3 202310
TANAKA CAPITAL MANAGEMENT INC 10100.02%0.03%0.03%Q2 2021Q3 202310
ROOSEVELT INVESTMENT GROUP LLC 10100.03%1.07%4.19%Q4 2017Q1 202010
Sage Financial Management Group, Inc. 611.16%1.72%2.58%Q4 2020Q3 202310
Landsberg, Bennett, & Dubbaneh LLC 640.05%0.06%0.07%Q1 2019Q3 202110
RONALD BLUE & CO LLC 820.02%0.04%0.10%Q3 2013Q2 201710
Future Financial Wealth Managment LLC 10101.07%1.68%2.92%Q4 2020Q1 202310
Riverstone Advisors, LLC 730.10%0.24%0.33%Q4 2019Q3 202210
MBL Wealth, LLC 712.89%3.64%4.37%Q4 2020Q3 202310
BAROMETER CAPITAL MANAGEMENT INC. 810.20%0.37%0.58%Q4 2013Q4 202110
BRINKER CAPITAL INC 910.03%0.36%0.71%Q4 2016Q2 202010
Mendel Money Management 910.18%0.22%0.28%Q4 2019Q2 202210
HC FINANCIAL ADVISORS INC 10100.00%0.02%0.08%Q1 2020Q2 202210
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
MONECO Advisors, LLC 910.10%0.16%0.23%Q1 2021Q3 202310
YorkBridge Wealth Partners, LLC 10100.00%0.01%0.02%Q1 2017Q2 201910
GEODE CAPITAL MANAGEMENT, LLC 730.00%0.00%0.00%Q3 2016Q4 202110
BADGLEY PHELPS & BELL INC 620.03%0.18%0.40%Q4 2015Q2 202110
CoreFirst Bank & Trust 10100.02%0.13%0.76%Q2 2021Q3 202310
Performa Ltd (US), LLC 10100.27%1.05%1.79%Q2 2021Q3 202310
Ford Financial Group, LLC 10100.17%0.34%0.66%Q4 2019Q1 202210
CITY NATIONAL BANK 10100.15%0.18%0.20%Q2 2013Q3 201510
Emerson Wealth, LLC 10100.70%1.01%2.04%Q1 2020Q2 202210
Hoover Financial Advisors, Inc. 550.03%0.13%0.24%Q4 2018Q2 202110
SCHOLTZ & COMPANY, LLC 10100.24%0.29%0.37%Q3 2017Q4 201910
ST GERMAIN D J CO INC 610.01%0.36%0.78%Q4 2020Q4 202310
First Bank & Trust 912.65%2.96%3.39%Q1 2021Q3 202310
BREWIN DOLPHIN LTD 10100.00%0.00%0.01%Q3 2017Q4 201910
Stevens First Principles Investment Advisors 10100.09%0.10%0.12%Q1 2017Q2 201910
Hillcrest Wealth Advisors - NY, LLC 10100.34%0.39%0.45%Q2 2021Q3 202310
TWO SIGMA INVESTMENTS, LP 310.00%0.01%0.03%Q4 2013Q3 202310
VECTOR WEALTH MANAGEMENT, LLC 990.17%0.19%0.28%Q4 2014Q4 20169
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 993.12%3.28%3.39%Q4 2013Q4 20159
Cornerstone Financial Partners, LLC 994.00%5.74%8.79%Q4 2015Q4 20179
Hefren-Tillotson, Inc. 810.00%14.12%18.38%Q4 2015Q1 20229
SCHNIEDERS CAPITAL MANAGEMENT LLC 540.05%0.06%0.07%Q2 2021Q3 20239
Advocacy Wealth Management Services, LLC 310.00%0.01%0.02%Q3 2016Q3 20229
JGP Wealth Management, LLC 990.04%0.04%0.06%Q3 2021Q3 20239
Integrated Wealth Management 990.26%0.31%0.35%Q1 2015Q1 20179
CFS Investment Advisory Services, LLC 510.04%0.47%2.58%Q4 2020Q3 20239
Betterment LLC 810.00%0.00%0.01%Q2 2020Q3 20239
Proficio Capital Partners LLC 520.02%0.07%0.27%Q1 2017Q3 20239
Roberts Wealth Advisors, LLC 990.79%0.84%0.88%Q3 2021Q3 20239
Berman Capital Advisors, LLC 710.00%0.14%0.27%Q4 2017Q4 20209
Independent Wealth Network Inc. 990.20%0.26%0.30%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.55%0.68%0.87%Q4 2021Q4 20239
Newman & Schimel, LLC 990.34%0.55%0.70%Q4 2020Q4 20229
THOMASPARTNERS, INC. 990.00%0.01%0.01%Q2 2013Q2 20159
MOLLER WEALTH PARTNERS 990.16%0.20%0.31%Q2 2013Q2 20159
Golden State Equity Partners 630.13%0.58%1.40%Q4 2020Q3 20239
TEALWOOD ASSET MANAGEMENT INC 410.08%0.10%0.11%Q2 2018Q2 20229
FACTORY MUTUAL INSURANCE CO 990.16%0.24%0.34%Q4 2016Q4 20189
Cornerstone Advisors, Inc. 990.00%1.72%5.44%Q3 2018Q3 20209
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q3 2013Q2 20179
Redhawk Wealth Advisors, Inc. 991.38%2.31%3.17%Q3 2018Q3 20209
Dentgroup LLC 990.35%0.54%0.93%Q4 2021Q4 20239
CHILTON INVESTMENT CO INC. 990.12%0.13%0.17%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 995.44%7.58%9.22%Q3 2021Q3 20239
CUMBERLAND ADVISORS INC 510.18%5.44%9.24%Q2 2016Q3 20239
Parker Investment Management, LLC 810.09%0.61%1.04%Q4 2016Q4 20229
Highmount Capital, LLC 990.32%0.39%0.46%Q2 2013Q2 20159
AllSquare Wealth Management LLC 720.00%0.00%0.00%Q2 2020Q3 20239
Nicholas Hoffman & Company, LLC. 990.01%0.02%0.05%Q3 2021Q3 20239
HARVEST GROUP WEALTH MANAGEMENT, LLC 540.00%1.01%2.36%Q2 2019Q1 20239
Destiny Wealth Partners, LLC 990.00%0.03%0.05%Q4 2020Q4 20229
Abacus Planning Group, Inc. 810.05%0.10%0.13%Q2 2020Q3 20239
Vickerman Investment Advisors, Inc. 990.28%0.58%1.14%Q3 2021Q3 20239
Tillar-Wenstrup Advisors, LLC 810.10%1.20%1.48%Q1 2018Q3 20229
Heritage Wealth Advisors 630.00%0.00%0.01%Q3 2018Q3 20239
Bredin Investment LLC 990.40%0.43%0.46%Q4 2017Q4 20199
PFM Asset Management LLC 540.16%13.87%34.34%Q4 2018Q3 20219
Seneca House Advisors 990.37%0.44%0.56%Q4 2017Q4 20199
Edgestream Partners, L.P. 710.02%0.08%0.28%Q4 2018Q1 20229
American Research & Management Co. 630.02%0.03%0.04%Q4 2015Q1 20189
Blue Edge Capital, LLC 990.64%0.92%1.09%Q4 2020Q4 20229
Bickling Financial Services, Inc. 990.52%0.58%0.64%Q4 2020Q4 20229
First Citizens Financial Corp 990.18%0.31%0.42%Q4 2019Q4 20219
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 990.08%0.10%0.12%Q3 2021Q3 20239
Ahrens Investment Partners LLC 990.09%0.11%0.15%Q4 2016Q4 20189
Wealth Advisors of Tampa Bay, LLC 510.06%0.14%0.27%Q1 2018Q3 20239
VERUS CAPITAL PARTNERS, LLC 721.38%1.73%2.02%Q4 2019Q3 20239
TNF LLC 990.69%1.60%2.37%Q3 2021Q3 20239
WC Walker & Associates, Inc. 996.04%6.32%6.88%Q4 2020Q4 20229
Gainplan LLC 990.11%1.47%9.67%Q4 2017Q4 20199
Investors Financial Group, LLC 990.71%0.89%1.27%Q4 2019Q4 20219
D L CARLSON INVESTMENT GROUP INC 520.04%0.06%0.13%Q4 2015Q1 20229
Lindbrook Capital, LLC 810.01%0.55%0.68%Q2 2021Q3 20239
Advisory Resource Group 990.55%1.77%3.36%Q4 2018Q4 20209
Laidlaw Wealth Management LLC 810.06%0.13%0.31%Q4 2020Q3 20239
SeaBridge Investment Advisors LLC 990.24%0.28%0.30%Q3 2021Q3 20239
Crow Point Partners, LLC 990.09%0.48%0.88%Q4 2017Q4 20199
Progressive Investment Management Corp 990.07%0.08%0.09%Q3 2021Q3 20239
Sanford Advisory Services, LLC 990.43%0.72%0.91%Q4 2020Q4 20229
Sand Hill Global Advisors, LLC 990.02%0.06%0.23%Q4 2016Q4 20189
Roundview Capital LLC 810.02%0.03%0.04%Q2 2021Q3 20239
Olympiad Research LP 630.09%0.51%1.51%Q1 2020Q2 20229
JB Capital LLC 990.02%1.11%2.94%Q3 2021Q3 20239
Stanford Investment Group, Inc. 990.03%0.14%0.33%Q4 2014Q4 20169
HILLTOP WEALTH ADVISORS, LLC 9910.47%12.52%14.47%Q1 2021Q1 20239
Capital Group Private Client Services, Inc. 990.00%0.01%0.02%Q3 2021Q3 20239
Running Point Capital Advisors, LLC 540.00%0.13%0.25%Q4 2020Q3 20239
Inspire Advisors, LLC 810.00%0.09%0.14%Q4 2020Q3 20239
First City Capital Management, Inc. 990.02%0.03%0.06%Q1 2014Q1 20169
Fermata Advisors, LLC 810.09%0.14%0.22%Q2 2021Q3 20239
COMMERZBANK AKTIENGESELLSCHAFT /FI 810.00%0.00%0.01%Q3 2016Q4 20199
Rosenberg Matthew Hamilton 990.08%0.36%0.56%Q3 2021Q3 20239
STATE OF WISCONSIN INVESTMENT BOARD 990.00%0.02%0.04%Q3 2014Q3 20169
USCA RIA LLC 990.02%0.02%0.03%Q4 2017Q4 20199
Cypress Wealth Advisors LLC 990.25%0.37%0.74%Q2 2015Q2 20179
Nationwide Fund Advisors 9914.25%15.34%17.54%Q3 2021Q3 20239
Crosspoint Capital Strategies, LLC 720.00%0.09%0.56%Q2 2014Q3 20169
Sequoia Wealth Management, LLC 990.29%1.41%2.65%Q4 2017Q4 20199
Selective Wealth Management, Inc. 510.01%0.18%0.30%Q2 2020Q4 20239
RPG Investment Advisory, LLC 720.01%0.24%1.08%Q1 2020Q1 20239
1623 Capital LLC 991.90%3.28%4.21%Q4 2019Q4 20219
Israel Discount Bank of New York 990.05%0.06%0.07%Q1 2017Q1 20199
State of Alaska, Department of Revenue 810.00%0.02%0.05%Q1 2021Q3 20239
Faithward Advisors, LLC 990.45%0.49%0.54%Q3 2021Q3 20239
Badgley Phelps Wealth Managers, LLC 990.11%0.27%0.67%Q3 2021Q3 20239
TWIN CAPITAL MANAGEMENT INC 990.07%0.08%0.10%Q3 2018Q3 20209
KAYS FINANCIAL ADVISORY CORP /ADV 990.96%1.63%3.26%Q3 2018Q3 20209
Range Financial Group LLC 990.50%0.55%0.63%Q1 2021Q1 20239
CEDAR HILL ASSOCIATES, LLC 990.09%1.76%3.15%Q4 2016Q4 20189
Astoria Strategic Wealth, Inc. 810.28%0.66%1.10%Q4 2019Q3 20239
Syntal Capital Partners, LLC 990.08%0.22%0.58%Q3 2021Q3 20239
Titus Wealth Management 810.16%0.22%0.27%Q4 2019Q2 20229
Benedetti & Gucer, Inc. 620.14%0.35%0.84%Q1 2021Q2 20238
Nova R Wealth, Inc. 880.56%0.65%0.74%Q4 2021Q3 20238
GDS Wealth Management 880.06%0.07%0.08%Q4 2021Q3 20238
Investment Counsel Inc. 880.20%0.31%0.58%Q4 2015Q3 20178
DDD Partners, LLC 880.04%0.05%0.05%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
LTG Capital LLC 882.72%10.13%11.67%Q4 2021Q3 20238
Sendero Wealth Management, LLC 880.10%0.60%1.56%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.28%0.33%0.42%Q4 2021Q3 20238
PDT Partners, LLC 310.01%0.06%0.14%Q4 2013Q1 20188
W ADVISORS, LLC 880.48%0.98%1.84%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.29%0.36%0.41%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.15%0.19%0.25%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.19%1.08%2.14%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.19%0.29%0.43%Q4 2021Q3 20238
WealthStone, Inc. 881.67%5.38%27.92%Q2 2019Q1 20218
Objective Capital Management, LLC 881.88%2.19%2.42%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.06%0.15%Q4 2021Q3 20238
MayTech Global Investments, LLC 710.01%0.02%0.02%Q4 2020Q4 20228
Integrity Financial Corp /WA 880.00%0.01%0.02%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.01%0.04%0.11%Q4 2021Q3 20238
Ascent Group, LLC 880.21%0.41%0.62%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 881.56%1.99%2.56%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.46%0.80%0.96%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 886.82%7.06%7.24%Q4 2021Q3 20238
Vantage Financial Partners, LLC 881.44%3.38%6.71%Q4 2021Q3 20238
MARK SHEPTOFF FINANCIAL PLANNING, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.96%1.20%1.59%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.55%0.72%0.86%Q4 2021Q3 20238
ETF Store, Inc. 882.77%3.02%3.18%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.23%0.26%0.30%Q4 2021Q3 20238
Intergy Private Wealth, LLC 880.48%0.68%1.63%Q4 2021Q3 20238
Byrne Asset Management LLC 880.01%0.01%0.02%Q4 2021Q3 20238
HB Wealth Management, LLC 880.09%0.15%0.19%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 880.38%0.44%0.57%Q4 2021Q3 20238
HFG Advisors, Inc. 880.38%0.64%0.89%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.06%0.20%0.96%Q4 2021Q3 20238
Trail Ridge Investment Advisors, LLC 880.28%0.38%0.54%Q4 2021Q3 20238
City State Bank 880.12%0.18%0.21%Q4 2021Q3 20238
Proquility Private Wealth Partners, LLC 880.23%0.33%0.36%Q4 2021Q3 20238
Castleview Partners, LLC 410.01%0.01%0.02%Q2 2021Q3 20238
Horizon Family Wealth, Inc. 883.04%3.17%3.33%Q4 2021Q3 20238
Bryant Woods Investment Advisors, LLC 889.50%9.91%10.24%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.06%0.10%0.17%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 884.46%5.88%10.39%Q4 2021Q3 20238
Investment Advisory Group, LLC 883.82%4.25%4.78%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.74%0.85%0.97%Q4 2021Q3 20238
Archvest Wealth Advisors, Inc. 880.30%0.34%0.39%Q4 2021Q3 20238
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 710.06%0.15%0.40%Q4 2019Q2 20228
Frontier Asset Management, LLC 884.72%6.22%7.91%Q4 2021Q3 20238
Angeles Investment Advisors, LLC 440.02%0.03%0.04%Q3 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.08%0.11%0.14%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.13%0.90%2.91%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.04%0.08%0.11%Q4 2021Q3 20238
Twin Tree Management, LP 310.02%0.19%0.61%Q2 2020Q3 20228
SINECERA CAPITAL, LLC 880.36%0.40%0.45%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.35%0.65%0.78%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.14%0.18%0.21%Q4 2021Q3 20238
Operose Advisors LLC 887.35%9.56%11.30%Q4 2021Q3 20238
Insight Inv LLC 880.01%0.01%0.01%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 883.61%3.72%3.91%Q4 2021Q3 20238
TRIANGLE PEAK PARTNERS, LP 880.80%0.87%1.01%Q4 2013Q3 20158
SOUTHERN CAPITAL ADVISORS, LLC 882.16%4.15%6.11%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
US FINANCIAL ADVISORS, LLC 530.09%0.21%0.47%Q4 2014Q2 20218
Sweet Financial Partners, LLC 880.28%0.45%0.74%Q4 2021Q3 20238
SFG Wealth Management, LLC. 880.18%0.28%0.34%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Kearns & Associates LLC 880.52%0.61%0.71%Q4 2021Q3 20238
SADOFF INVESTMENT MANAGEMENT LLC 710.02%0.02%0.03%Q3 2020Q3 20228
KRAFT ASSET MANAGEMENT, LLC 880.71%0.84%1.15%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 881.03%1.14%1.23%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.25%0.31%0.36%Q4 2021Q3 20238
Leverty Financial Group, LLC 880.90%1.15%1.48%Q4 2021Q3 20238
Stone Point Wealth LLC 881.31%1.42%1.82%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.72%0.83%0.96%Q4 2021Q3 20238
UNIONVIEW, LLC 883.10%3.27%3.41%Q4 2021Q3 20238
New Legacy Group, LLC 880.13%1.17%1.76%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.24%0.46%0.74%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 882.79%3.94%7.90%Q4 2021Q3 20238
TCWP LLC 881.18%1.81%2.60%Q4 2021Q3 20238
PACK Private Wealth, LLC 886.09%6.18%6.26%Q4 2021Q3 20238
Blue Chip Partners, LLC 710.02%0.03%0.09%Q4 2019Q1 20228
NCM Capital Management, LLC 880.28%0.44%0.58%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.35%0.40%0.46%Q4 2021Q3 20238
Pasadena Private Wealth, LLC 880.28%0.32%0.42%Q4 2021Q3 20238
LOCKERMAN FINANCIAL GROUP, INC. 881.00%2.55%3.98%Q4 2021Q3 20238
Bowman & Co S.C. 880.31%0.45%0.70%Q4 2021Q3 20238
Viewpoint Capital Management LLC 882.12%2.38%2.57%Q4 2021Q3 20238
Wealth Management Solutions, LLC 881.11%1.45%2.32%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 880.21%0.27%0.36%Q4 2021Q3 20238
Waypoint Capital Advisors, LLC 880.53%0.79%1.43%Q4 2021Q3 20238
REINHART PARTNERS, LLC. 880.04%0.07%0.13%Q2 2013Q1 20158
Morling Financial Advisors, LLC 880.08%0.10%0.14%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.20%0.32%0.58%Q4 2021Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 510.08%0.11%0.14%Q3 2018Q1 20218
Hoese & Co LLP 880.02%0.02%0.04%Q1 2022Q4 20238
Congress Wealth Management LLC / DE / 880.15%0.19%0.23%Q4 2021Q3 20238
DBK Financial Counsel, LLC 885.09%6.17%6.74%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 881.33%2.15%2.46%Q4 2021Q3 20238
Capstone Triton Financial Group, LLC 410.13%1.43%2.16%Q4 2020Q3 20238
Cassady Schiller Wealth Management, LLC 880.21%0.27%0.37%Q4 2021Q3 20238
Bank of Kentucky, Inc. 881.98%2.37%2.87%Q2 2013Q1 20158
Wick Capital Partners, LLC 881.10%1.87%2.61%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 886.68%7.34%7.86%Q4 2021Q3 20238
Wedmont Private Capital 880.22%0.28%0.49%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 883.29%4.42%6.11%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 880.33%0.44%0.51%Q4 2021Q3 20238
EXANE DERIVATIVES 880.00%0.01%0.03%Q4 2016Q3 20188
Long Run Wealth Advisors, LLC 880.54%2.84%3.44%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.02%0.06%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.56%0.74%1.00%Q4 2021Q3 20238
Vahanian & Associates Financial Planning Inc. 881.22%1.92%2.75%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.01%0.01%Q4 2021Q3 20238
InterOcean Capital Group, LLC 620.01%0.02%0.03%Q2 2021Q3 20238
Amplius Wealth Advisors, LLC 880.29%0.69%3.21%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.03%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.41%0.44%0.46%Q4 2021Q3 20238
Paladin Advisory Group, LLC 882.25%2.50%3.01%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.15%0.18%0.19%Q1 2021Q3 20238
MCDONALD PARTNERS LLC 710.07%0.70%0.94%Q4 2020Q4 20228
Bromfield Sneider Wealth Advisors 880.04%0.04%0.06%Q1 2022Q4 20238
MARYLAND CAPITAL ADVISORS INC. 880.17%0.21%0.23%Q4 2021Q3 20238
Threshold Group LLC 882.63%3.04%3.52%Q4 2015Q3 20178
Allspring Global Investments Holdings, LLC 880.04%0.06%0.06%Q4 2021Q3 20238
Holland Advisory Services, Inc. 885.38%9.11%13.80%Q4 2021Q3 20238
Bell Investment Advisors, Inc 622.77%3.12%3.34%Q3 2021Q3 20238
Advisor OS, LLC 710.15%0.63%1.32%Q2 2020Q3 20238
Karp Capital Management Corp 530.03%0.07%0.10%Q4 2018Q4 20218
Activest Wealth Management 610.10%0.19%0.28%Q1 2021Q3 20238
Topel & Distasi Wealth Management, LLC 883.42%4.00%4.33%Q4 2021Q3 20238
O'Brien Wealth Partners LLC 310.04%0.14%0.46%Q4 2015Q2 20228
Heritage Investment Group, Inc. 882.38%3.00%4.62%Q4 2021Q3 20238
Teamwork Financial Advisors, LLC 620.05%0.09%0.16%Q3 2021Q3 20238
Crestmont Private Wealth LLC 884.94%5.82%6.48%Q4 2021Q3 20238
Level Financial Advisors 880.01%0.03%0.05%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 210.01%0.07%0.20%Q1 2017Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.02%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.14%0.54%1.12%Q4 2021Q3 20238
FourThought Financial, LLC 880.05%0.06%0.06%Q4 2020Q3 20228
Corient Capital Partners, LLC 880.04%0.08%0.09%Q3 2017Q2 20198
CORNERCAP INVESTMENT COUNSEL INC 510.03%0.65%1.09%Q4 2017Q1 20228
Financial Strategies Group, Inc. 620.09%0.10%0.13%Q1 2021Q1 20238
American Financial Network Advisory Services LLC 880.42%0.55%0.69%Q3 2017Q2 20198
Quantitative Investment Management, LLC 610.03%0.56%1.14%Q4 2017Q2 20208
Forward Management, LLC 420.00%0.01%0.04%Q3 2015Q1 20188
Global X Management CO LLC 320.02%0.09%0.24%Q4 2014Q2 20188
Mechanics Financial Corp 882.79%2.95%3.11%Q4 2021Q3 20238
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 880.04%0.04%0.05%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.02%0.05%Q4 2021Q3 20238
Sonora Investment Management, LLC 310.00%0.00%0.01%Q4 2018Q3 20218
Blueprint Investment Partners LLC 880.07%0.34%0.62%Q4 2021Q3 20238
Maryland State Retirement & Pension System 440.02%0.05%0.09%Q3 2021Q3 20238
Ignite Planners, LLC 880.18%0.52%0.94%Q4 2021Q3 20238
Tranquilli Financial Advisor LLC 710.16%1.07%1.98%Q1 2021Q3 20238
Delphi Private Advisors LLC 880.05%0.16%0.25%Q4 2016Q3 20188
Williams Financial, LLC 621.12%1.78%2.56%Q4 2020Q4 20228
Filbrandt Wealth Management, LLC 881.63%1.90%2.25%Q4 2019Q3 20218
Engrave Wealth Partners LLC 710.00%0.27%0.48%Q1 2020Q3 20238
Dunvegan Associates, Inc. 880.04%0.04%0.05%Q1 2014Q4 20158
Rise Advisors, LLC 880.04%0.08%0.11%Q4 2021Q3 20238
BHF RG Capital Inc. 880.33%5.20%9.80%Q4 2019Q3 20218
Boyd Wealth Management, LLC 882.45%3.98%8.26%Q4 2021Q3 20238
TKG Advisors, LLC 882.96%3.65%4.54%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.51%0.98%1.28%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 620.01%0.03%0.08%Q3 2021Q3 20238
MONETARY MANAGEMENT GROUP INC 310.00%0.00%0.00%Q3 2017Q1 20238
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 8810.07%11.26%12.16%Q4 2015Q3 20178
RATIONAL ADVISORS LLC 310.03%0.30%0.78%Q3 2009Q4 20208
Watermark Asset Management, Inc. 882.94%3.94%4.71%Q1 2017Q4 20188
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 883.90%4.96%8.64%Q4 2016Q3 20188
Arlington Partners LLC 510.04%0.63%2.61%Q1 2018Q3 20238
Peak Capital Management LLC 881.42%2.16%2.70%Q2 2017Q1 20198
EverSource Wealth Advisors, LLC 880.08%0.14%0.21%Q4 2021Q3 20238
Legacy Financial Group LLC 410.21%0.59%0.84%Q4 2020Q3 20238
LEUTHOLD GROUP, LLC 880.03%0.03%0.04%Q1 2021Q4 20228
BOSTON PRIVATE BANK & TRUST CO 880.02%0.02%0.04%Q2 2013Q1 20158
Allegis Investment Advisors, LLC 710.01%0.43%1.46%Q4 2015Q1 20188
HABERER REGISTERED INVESTMENT ADVISOR INC 885.02%5.63%6.49%Q2 2013Q1 20158
FIRETHORN WEALTH PARTNERS, LLC 530.74%1.01%1.27%Q4 2020Q4 20228
GIRARD SECURITIES, INC. 883.24%3.59%4.24%Q4 2015Q3 20178
BAIRD ROBERT W & CO INC /WI/ 880.24%0.27%0.32%Q2 2013Q1 20158
SENTINEL TRUST CO LBA 710.05%0.06%0.12%Q2 2017Q3 20238
RE Dickinson Investment Advisors, LLC 880.01%0.04%0.06%Q4 2021Q3 20238
PFS Partners, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
CJM Wealth Advisers, Ltd. 885.62%9.94%12.35%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.12%0.24%0.39%Q4 2021Q3 20238
Stephens Consulting, LLC 880.02%0.05%0.06%Q4 2021Q3 20238
ETFIDEA, LLC 880.66%0.70%0.74%Q4 2021Q3 20238
Gary Goldberg Planning Services Inc 880.02%0.02%0.02%Q1 2013Q4 20148
Index Fund Advisors, Inc. 880.04%0.09%0.19%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.12%0.16%0.22%Q4 2021Q3 20238
IBEX WEALTH ADVISORS 310.07%0.52%0.93%Q4 2016Q2 20197
TI-TRUST, INC 430.21%0.28%0.33%Q4 2021Q3 20237
BURNEY CO/ 610.01%0.01%0.01%Q4 2017Q3 20227
BOSTON ADVISORS LLC 610.01%0.02%0.02%Q2 2017Q3 20197
VALLEY WEALTH MANAGERS, INC. 610.00%0.01%0.02%Q2 2021Q3 20237
COUNTRY CLUB BANK /GFN 770.34%0.36%0.39%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.09%0.21%0.34%Q1 2022Q3 20237
Empirical Finance, LLC 510.08%0.18%0.33%Q1 2017Q4 20197
Biondo Investment Advisors, LLC 770.12%0.14%0.16%Q2 2018Q4 20197
Bank of New Hampshire 770.03%0.03%0.03%Q1 2022Q3 20237
Sageworth Trust Co of South Dakota 770.65%2.40%4.80%Q1 2022Q3 20237
BMS Financial Advisors, LLC 770.15%1.25%2.12%Q4 2021Q2 20237
Resource Management, LLC 520.05%0.05%0.06%Q4 2019Q4 20217
Alley Investment Management Company, LLC 770.80%0.84%0.87%Q1 2022Q3 20237
FIRST TRUST ADVISORS LP 770.01%0.01%0.01%Q2 2016Q4 20177
ICA Group Wealth Management, LLC 770.10%0.21%0.29%Q1 2022Q3 20237
Accurate Wealth Management, LLC 770.11%0.22%0.31%Q1 2022Q3 20237
Clarity Wealth Advisors, LLC 410.12%1.19%4.18%Q4 2019Q3 20237
Relative Value Partners Group, LLC 770.90%1.08%1.24%Q1 2022Q3 20237
Knott David M Jr 770.01%0.01%0.02%Q1 2022Q3 20237
Gibraltar Capital Management, Inc. 610.14%0.70%1.92%Q4 2018Q4 20207
Houlihan Financial Resource Group, Ltd. 315.21%5.95%6.75%Q4 2019Q3 20237
Friedenthal Financial 320.21%1.86%4.38%Q1 2018Q1 20227
Epstein & White Financial LLC 770.20%0.76%2.51%Q4 2017Q2 20197
FINANCIAL CONSULATE, INC 410.13%0.14%0.16%Q1 2017Q4 20227
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Edge Advisors, LLC 770.03%0.04%0.08%Q4 2016Q2 20187
Mill Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Stonegate Investment Group, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
McNamara Financial Services, Inc. 610.00%0.40%0.59%Q4 2014Q3 20237
Beacon Capital Management, LLC 770.12%0.16%0.22%Q1 2022Q3 20237
Manhattan West Asset Management, LLC 771.61%1.94%2.44%Q1 2022Q3 20237
DFPG INVESTMENTS, LLC 430.06%0.29%0.76%Q4 2018Q3 20237
ELEMENT POINTE ADVISORS, LLC 320.56%1.48%5.19%Q4 2018Q4 20217
Linker Capital Management Inc. 770.51%0.54%0.57%Q4 2021Q2 20237
20/20 Capital Management, Inc. 770.54%0.60%0.74%Q4 2019Q2 20217
Total Wealth Planning, LLC 770.13%0.28%0.74%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.03%0.18%0.23%Q1 2022Q3 20237
SAXON INTERESTS, INC. 770.51%0.57%0.68%Q4 2021Q2 20237
LONDON CO OF VIRGINIA 310.00%0.00%0.00%Q4 2018Q3 20237
Parisi Gray Wealth Management 610.00%0.01%0.04%Q4 2017Q2 20217
Peterson Wealth Services 770.14%0.16%0.18%Q4 2021Q2 20237
Santori & Peters, Inc. 610.02%1.05%1.39%Q4 2017Q3 20237
Lebenthal Global Advisors, LLC 611.59%2.01%2.61%Q1 2021Q3 20237
CONCORD ASSET MANAGEMENT LLC 770.34%0.36%0.37%Q2 2013Q4 20147
L.M. KOHN & COMPANY 770.21%0.24%0.26%Q1 2022Q3 20237
Sterling Investment Counsel, LLC 770.23%0.86%1.70%Q1 2022Q3 20237
Huntington Steele LLC 770.07%0.12%0.17%Q3 2016Q1 20187
Measured Wealth Private Client Group, LLC 610.07%0.16%0.22%Q3 2018Q2 20217
SILVER OAK SECURITIES, INCORPORATED 770.60%0.67%0.75%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.06%0.23%Q1 2022Q3 20237
Legacy Advisors, LLC 770.13%1.28%2.23%Q1 2022Q3 20237
Stokes & Hubbell Capital Management, LLC 770.07%0.54%1.13%Q3 2017Q1 20197
Tuttle Capital Management, LLC 310.28%1.83%4.20%Q1 2014Q4 20207
Eagle Strategies LLC 430.09%0.14%0.18%Q4 2021Q3 20237
AFFINITY WEALTH MANAGEMENT LLC 410.19%1.09%3.27%Q2 2014Q1 20197
BLODGETT WEALTH ADVISORS, LLC 430.23%0.27%0.32%Q4 2021Q3 20237
First Western Trust Bank 770.17%0.20%0.23%Q1 2022Q3 20237
Sandy Cove Advisors, LLC 520.17%0.20%0.25%Q4 2021Q3 20237
Rotella Capital Management, Inc. 610.45%1.56%3.33%Q2 2013Q1 20157
Corbenic Partners LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Strategic Wealth Management Group, LLC 770.21%0.68%1.02%Q4 2019Q2 20217
Magnolia Wealth Management, LLC 435.11%5.38%5.57%Q4 2021Q3 20237
Carson Advisory Inc. 430.18%0.22%0.26%Q4 2021Q3 20237
JOURNEY STRATEGIC WEALTH LLC 612.21%4.66%6.05%Q4 2021Q3 20237
NEIRG Wealth Management, LLC 770.06%0.08%0.10%Q4 2021Q2 20237
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 520.01%0.01%0.02%Q2 2020Q2 20227
Placemark Investments, Inc. 770.04%0.07%0.13%Q2 2013Q4 20147
Legacy Wealth Partners, Inc. 771.94%5.48%11.34%Q4 2019Q2 20217
Chemistry Wealth Management LLC 770.36%0.40%0.44%Q1 2022Q3 20237
Leeward Financial Partners, LLC 770.16%0.18%0.19%Q1 2022Q3 20237
Winthrop Partners - WNY, LLC 770.08%0.48%0.93%Q1 2018Q3 20197
InterOcean Capital, LLC 430.03%0.04%0.04%Q1 2018Q4 20197
Bruderman Asset Management, LLC 520.00%0.01%0.02%Q1 2015Q1 20197
Li Winifred I 770.19%0.21%0.24%Q2 2013Q4 20147
Horizons Wealth Management 770.54%0.59%0.68%Q2 2022Q4 20237
Clearshares LLC 431.01%2.41%6.90%Q1 2020Q4 20217
RAYMOND JAMES TRUST CO. OF NH 772.40%2.60%2.84%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.49%0.57%0.70%Q1 2022Q3 20237
Crossmark Global Holdings, Inc. 610.06%0.06%0.07%Q3 2016Q4 20187
Palumbo Wealth Management LLC 770.25%1.06%1.47%Q1 2022Q3 20237
WIPFLI FINANCIAL ADVISORS LLC, 770.12%2.85%3.74%Q1 2021Q3 20227
Cahill Wealth Management, LLC 775.07%5.28%5.58%Q1 2022Q3 20237
HOEY INVESTMENTS, INC 610.00%0.00%0.00%Q1 2021Q3 20237
3D/L Capital Management, LLC 520.06%0.07%0.09%Q1 2021Q4 20227
Raleigh Capital Management Inc. 770.03%0.20%0.55%Q1 2022Q3 20237
AGILIS PARTNERS LLC 521.70%3.83%5.37%Q4 2016Q2 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.07%0.15%0.22%Q2 2013Q4 20147
HERITAGE WEALTH MANAGEMENT, LLC 430.26%0.50%1.33%Q1 2021Q4 20227
Sound Financial Strategies Group, LLC 610.00%0.12%0.25%Q4 2019Q1 20237
Visionary Asset Management, Inc. 610.00%0.20%0.52%Q4 2014Q4 20187
Legacy Wealth Planning, LLC 430.32%1.80%3.26%Q4 2019Q3 20227
Tyler-Stone Wealth Management 520.16%0.19%0.21%Q4 2021Q3 20237
Strategies Wealth Advisors, LLC 430.21%0.28%0.34%Q4 2021Q3 20237
Ranch Capital Advisors Inc. 770.01%0.01%0.02%Q1 2020Q3 20217
FIDUCIARY TRUST INTERNATIONAL LLC 520.43%0.92%1.56%Q3 2018Q2 20207
STATE OF MICHIGAN RETIREMENT SYSTEM 770.12%0.14%0.18%Q1 2015Q3 20167
Rollins Financial 770.14%0.48%0.76%Q1 2022Q3 20237
TCF National Bank 770.08%0.13%0.15%Q3 2019Q1 20217
IRON Financial LLC 610.15%0.63%3.06%Q4 2013Q3 20157
WCG Wealth Advisors LLC 660.01%0.12%0.16%Q2 2022Q3 20237
CFO4Life, L.P. 610.20%0.61%1.72%Q3 2015Q4 20227
Connectus Wealth, LLC 770.23%0.57%1.09%Q1 2022Q3 20237
FundX Investment Group, LLC 320.12%0.76%1.67%Q3 2013Q2 20217
YOUSIF CAPITAL MANAGEMENT, LLC 610.04%0.11%0.25%Q4 2021Q3 20237
ECLECTIC ASSOCIATES INC /ADV 520.10%0.14%0.18%Q1 2021Q2 20237
Security Financial Services, INC. 520.06%0.23%0.38%Q4 2021Q3 20237
LVM CAPITAL MANAGEMENT LTD/MI 520.03%0.03%0.04%Q1 2021Q2 20237
Bensler, LLC 770.08%0.09%0.12%Q1 2022Q3 20237
HOMESTEAD ADVISERS CORP 430.14%0.18%0.22%Q1 2016Q2 20197
Rockbridge Investment Management, LCC 770.33%0.40%0.46%Q2 2020Q4 20217
SFMG, LLC 210.02%0.65%3.79%Q2 2013Q2 20236
CWA Asset Management Group, LLC 410.02%0.03%0.04%Q3 2018Q4 20226
Diversified Portfolios, Inc. 420.06%0.24%0.37%Q1 2022Q3 20236
WESPAC Advisors SoCal, LLC 310.01%0.04%0.08%Q4 2016Q1 20196
Silicon Valley Capital Partners 420.01%0.02%0.04%Q2 2021Q3 20236
HORIZON FINANCIAL SERVICES, LLC 660.08%0.09%0.12%Q3 2020Q4 20216
Highwater Wealth Management, LLC 660.66%1.08%1.84%Q3 2016Q4 20176
Biltmore Capital Advisors LLC 660.08%0.69%0.95%Q3 2020Q4 20216
ACCURATE INVESTMENT SOLUTIONS, INC. 660.03%4.34%10.98%Q3 2016Q4 20176
First Western Capital Management Co 660.08%0.10%0.10%Q3 2014Q4 20156
GenTrust, LLC 660.03%0.06%0.10%Q2 2022Q3 20236
Wakefield Asset Management LLLP 660.73%0.77%0.84%Q3 2018Q4 20196
Capstone Financial Advisors, Inc. 510.02%0.03%0.08%Q1 2015Q3 20236
NewFocus Financial Group, LLC 660.31%1.04%1.84%Q3 2019Q4 20206
SCHRODERS IS Ltd 310.29%11.16%20.20%Q1 2017Q3 20196
Clearstead Trust, LLC 420.01%0.37%1.15%Q2 2018Q3 20236
Geneva Partners, LLC 510.97%1.32%1.85%Q2 2016Q3 20186
Abbot Financial Management, Inc. 330.22%0.27%0.32%Q2 2019Q2 20226
FOUNDERS CAPITAL MANAGEMENT, LLC 660.51%0.56%0.61%Q2 2022Q3 20236
Aevitas Wealth Management, Inc. 660.08%0.09%0.11%Q4 2017Q1 20196
KMS FINANCIAL SERVICES, INC 660.40%0.63%0.99%Q2 2013Q3 20146
Francis Financial, Inc. 665.36%7.95%10.22%Q2 2022Q3 20236
CANTOR FITZGERALD, L. P. 660.13%0.14%0.14%Q2 2022Q3 20236
NewDay Solutions, LLC 511.76%3.64%4.97%Q4 2018Q2 20206
Landmark Wealth Management, LLC 311.26%1.89%2.34%Q4 2021Q3 20236
Antonetti Capital Management LLC 660.36%0.86%1.27%Q2 2013Q3 20146
Lourd Capital, LLC 420.02%0.03%0.04%Q3 2017Q2 20196
Mangham Associates,LLC 660.19%2.39%4.48%Q2 2022Q3 20236
Midwest Professional Planners, LTD. 330.01%0.82%2.82%Q4 2017Q3 20236
Seven Post Investment Office LP 660.23%0.35%0.72%Q2 2022Q3 20236
Newport Wealth Strategies, Inc. 420.12%0.21%0.29%Q1 2019Q2 20216
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.04%0.07%Q4 2020Q1 20226
Pension Partners, LLC 2110.97%16.90%19.79%Q4 2013Q2 20186
Peachtree Investment Partners, LLC 510.00%0.01%0.02%Q4 2020Q3 20236
Virtu Financial LLC 310.02%0.04%0.08%Q3 2013Q1 20196
Facet Wealth, Inc. 660.02%0.02%0.03%Q2 2022Q3 20236
Watchman Group, Inc. 420.11%1.17%1.84%Q4 2021Q3 20236
Heritage Financial Services, LLC 410.04%0.08%0.18%Q4 2021Q3 20236
Kessler Investment Group, LLC 210.00%0.03%0.10%Q3 2016Q4 20216
Financial Advantage, Inc. 210.03%0.05%0.07%Q2 2015Q3 20196
Kavar Capital Partners, LLC 310.03%0.42%1.05%Q4 2013Q2 20196
Virginia National Bank 660.93%1.29%1.75%Q1 2022Q2 20236
Clear Harbor Asset Management, LLC 410.00%0.02%0.04%Q4 2019Q3 20236
MOODY ALDRICH PARTNERS LLC 510.03%0.03%0.04%Q1 2021Q4 20226
Cynosure Group, LLC 662.31%2.70%3.14%Q4 2018Q1 20206
CM WEALTH ADVISORS LLC 660.44%0.86%1.48%Q2 2022Q3 20236
MILLIE CAPITAL MANAGEMENT, LLC 660.20%0.34%0.47%Q3 2016Q4 20176
Global Beta Advisors LLC 663.00%11.33%16.11%Q4 2018Q1 20206
MA Private Wealth 660.13%0.68%1.09%Q4 2018Q1 20206
BT Wealth Management LLC 510.58%3.33%4.15%Q4 2018Q1 20226
Arkos Global Advisors 660.08%0.62%1.14%Q2 2022Q3 20236
Prestige Wealth Management Group LLC 510.03%0.05%0.06%Q4 2018Q4 20226
Cornerstone Wealth Group, LLC 410.76%1.05%1.28%Q1 2019Q1 20226
Curated Wealth Partners LLC 660.06%0.12%0.16%Q2 2022Q3 20236
Meridian Wealth Partners, LLC 660.03%0.04%0.07%Q4 2019Q1 20216
ORSER CAPITAL MANAGEMENT, LLC 310.11%0.20%0.26%Q4 2017Q1 20226
Trust CO of the Ozarks 665.38%5.58%5.77%Q2 2013Q3 20146
HawsGoodwin Investment Management LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Sunburst Financial Group, LLC 660.59%0.66%0.72%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.08%0.11%0.13%Q4 2019Q3 20216
Minot Wealth Management LLC 510.16%0.19%0.22%Q4 2019Q2 20226
Integer Wealth Advisors Group LLC 662.45%2.68%2.87%Q4 2019Q1 20216
Liberty Capital Management, Inc. 660.01%0.01%0.01%Q3 2016Q4 20176
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 410.00%0.00%0.01%Q1 2018Q3 20236
N.E.W. Advisory Services LLC 660.04%0.07%0.14%Q4 2020Q1 20226
Cadent Capital Advisors, LLC 660.15%3.22%5.19%Q4 2020Q1 20226
Foothills Asset Management, Ltd. 330.24%1.23%2.54%Q4 2014Q4 20166
SHAPIRO ROBERT N 660.04%0.04%0.05%Q3 2013Q4 20146
Aaron Wealth Advisors LLC 510.00%0.13%0.24%Q1 2022Q3 20236
BNC WEALTH MANAGEMENT, LLC 310.00%0.09%0.12%Q3 2020Q3 20236
CGN Advisors LLC 410.03%0.06%0.11%Q4 2020Q4 20236
Rede Wealth, LLC 660.32%0.38%0.44%Q4 2020Q1 20226
B, B, H, & B INC. 662.06%3.56%8.32%Q4 2020Q1 20226
Karn, Couzens & Associates, Inc. 660.25%0.33%0.37%Q4 2020Q1 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 664.17%4.65%5.39%Q4 2020Q1 20226
KEYSTONE WEALTH PARTNERS 664.41%4.84%5.06%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 662.90%3.17%3.49%Q4 2020Q1 20226
Thrive Wealth Management, LLC 660.07%1.00%2.58%Q2 2022Q3 20236
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.05%0.20%0.31%Q4 2020Q1 20236
Blue Trust, Inc. 660.02%0.08%0.20%Q2 2022Q3 20236
Corsicana & Co. 660.92%1.04%1.14%Q2 2021Q3 20226
J Arnold Wealth Management Co 510.01%0.14%0.43%Q2 2020Q4 20226
Householder Group Estate & Retirement Specialist, LLC 410.11%0.12%0.15%Q4 2021Q3 20236
MARIPAU WEALTH MANAGEMENT LLC 660.66%0.79%1.09%Q4 2021Q1 20236
NorthCrest Asset Manangement, LLC 310.25%0.30%0.42%Q4 2021Q3 20236
Endowment Wealth Management, Inc. 420.28%0.32%0.38%Q4 2021Q3 20236
Stiles Financial Services Inc 330.16%0.18%0.20%Q4 2021Q3 20236
American Trust 660.19%0.26%0.34%Q1 2022Q2 20236
Anson Capital, Inc. 662.96%4.42%5.52%Q4 2021Q1 20236
Transparent Wealth Partners LLC 662.18%9.07%13.33%Q4 2021Q1 20236
EdgeRock Capital LLC 662.61%3.77%5.34%Q2 2022Q3 20236
Obsidian Personal Planning Solutions LLC 666.40%9.01%10.33%Q2 2022Q3 20236
GREENUP STREET WEALTH MANAGEMENT LLC 660.26%0.78%1.04%Q2 2022Q3 20236
Forum Private Client Group LLC 660.98%1.25%1.41%Q1 2022Q2 20236
Glassy Mountain Advisors, Inc. 312.44%2.58%2.85%Q4 2021Q3 20236
Greenspring Advisors, LLC 660.14%0.17%0.19%Q4 2021Q1 20236
Lansing Street Advisors 660.57%0.68%0.77%Q1 2022Q2 20236
FORTE ASSET MANAGEMENT LLC 660.29%1.08%2.72%Q2 2022Q3 20236
Worth Asset Management, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
CASTLE WEALTH MANAGEMENT LLC 661.57%2.39%3.57%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 663.88%5.30%6.19%Q2 2022Q3 20236
CYPRESS FINANCIAL PLANNING LLC 660.46%0.59%0.66%Q2 2022Q3 20236
Greenfield Savings Bank 422.10%2.17%2.22%Q2 2022Q4 20236
FSM Wealth Advisors, LLC 661.92%2.45%3.32%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.00%0.01%0.01%Q2 2022Q3 20236
National Wealth Management Group, LLC 510.48%0.77%1.43%Q1 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Laffer Tengler Investments, Inc. 510.05%0.06%0.07%Q1 2021Q3 20226
BOENNING & SCATTERGOOD, INC. 510.07%0.10%0.16%Q4 2018Q3 20226
GUGGENHEIM CAPITAL LLC 660.00%0.00%0.01%Q2 2013Q3 20146
COMMUNITY BANK SYSTEM, INC. 661.79%2.45%3.27%Q2 2013Q3 20146
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 660.11%0.43%0.65%Q2 2022Q3 20236
Stifel Trust Company, N.A. 660.06%0.06%0.06%Q2 2013Q3 20146
RESOURCE CONSULTING GROUP INC 330.05%0.07%0.10%Q4 2021Q2 20236
FURE FINANCIAL CORP 420.01%4.88%7.42%Q3 2020Q1 20226
INTREPID CAPITAL MANAGEMENT INC 420.03%0.33%0.53%Q4 2020Q3 20236
BlackRock Japan Co. Ltd 660.01%0.01%0.01%Q3 2015Q4 20166
Selway Asset Management 660.13%0.14%0.15%Q2 2022Q3 20236
ASHFORD CAPITAL MANAGEMENT INC 330.04%0.23%0.47%Q4 2020Q1 20236
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q2 2019Q4 20206
ROSENBLUM SILVERMAN SUTTON S F INC /CA 660.05%0.06%0.06%Q4 2020Q1 20226
Econ Financial Services Corp 330.04%2.43%4.42%Q4 2021Q3 20236
World Asset Management Inc 210.01%0.02%0.02%Q2 2018Q1 20215
ANCORA FAMILY WEALTH ADVISORS, LLC 550.18%0.23%0.27%Q3 2015Q3 20165
Nadler Financial Group, Inc. 550.04%0.05%0.05%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.39%0.41%0.43%Q3 2022Q3 20235
Northwest Bancshares, Inc. 320.04%0.33%0.56%Q4 2017Q3 20235
Portfolio Strategies Inc 550.13%0.20%0.34%Q4 2016Q4 20175
Prosperity Planning, Inc. 550.12%0.17%0.20%Q4 2020Q4 20215
Belmont Capital, LLC 550.03%0.07%0.11%Q4 2020Q4 20215
Strategic Capital Alternatives LLC 551.08%1.24%1.55%Q3 2014Q3 20155
OneAscent Wealth Management LLC 210.10%0.11%0.13%Q1 2022Q3 20235
SOUTH GEORGIA CAPITAL, LLC 550.00%0.00%0.01%Q4 2013Q4 20145
STUDIO INVESTMENT MANAGEMENT LLC 410.00%0.00%0.00%Q2 2022Q3 20235
AGRAN LIBBIE 310.22%0.24%0.26%Q2 2013Q1 20155
Silverleafe Capital Partners, LLC 555.03%5.89%6.25%Q4 2017Q4 20185
Aris Wealth Services, Inc. 410.24%0.41%0.71%Q1 2014Q3 20155
Keeler Thomas Management LLC 320.68%1.84%2.73%Q4 2017Q1 20195
Alerus Investment Advisors Corp 550.08%0.11%0.13%Q2 2013Q2 20145
Permanens Capital L.P. 550.00%0.00%0.00%Q2 2020Q2 20215
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Main Management LLC 320.00%1.54%2.90%Q4 2021Q3 20235
Pacer Advisors, Inc. 320.02%0.46%1.31%Q2 2015Q4 20175
Cutter & CO Brokerage, Inc. 550.08%0.18%0.22%Q3 2018Q3 20195
Raab & Moskowitz Asset Management LLC 310.03%0.10%0.30%Q4 2014Q4 20195
Standard Family Office LLC 310.22%0.56%0.69%Q4 2020Q3 20225
Financial Enhancement Group LLC 550.02%0.02%0.02%Q1 2019Q1 20205
Narus Financial Partners, LLC 550.17%0.25%0.36%Q3 2022Q3 20235
FAIRFIELD, BUSH & CO. 410.01%0.17%0.23%Q4 2017Q2 20225
FIRST HORIZON CORP 410.11%0.69%0.92%Q2 2013Q2 20215
CORRADO ADVISORS, LLC 410.05%0.36%0.58%Q1 2019Q4 20225
Paragon Advisors, LLC 210.18%1.38%2.84%Q1 2022Q3 20235
LILLEY & CO 552.38%2.58%2.68%Q2 2013Q2 20145
CoreCap Advisors, LLC 550.38%0.53%1.01%Q4 2021Q4 20225
Requisite Capital Management, LLC 551.69%2.15%2.77%Q4 2018Q4 20195
WILLNER & HELLER, LLC 550.56%0.63%0.78%Q4 2021Q4 20225
HALBERT HARGROVE GLOBAL ADVISORS, LLC 210.02%0.02%0.02%Q2 2013Q2 20155
Harrison & Co Wealth Management, LLC 552.14%2.27%2.53%Q4 2021Q4 20225
Beacon Pointe Wealth Advisors, LLC 550.74%0.85%0.96%Q4 2018Q4 20195
TITLEIST CAPITAL, LLC 550.18%0.45%0.58%Q4 2021Q4 20225
Baron Wealth Management LLC 5510.55%11.24%11.72%Q4 2022Q4 20235
GW&K Investment Management, LLC 410.00%0.00%0.01%Q2 2022Q3 20235
FIRST AMERICAN TRUST, FSB 320.04%0.07%0.10%Q2 2013Q1 20235
Keystone Financial Services 551.35%2.09%3.28%Q4 2021Q4 20225
CLIENT 1ST ADVISORY GROUP, LLC 550.22%0.49%0.70%Q3 2022Q3 20235
ADAMSBROWN WEALTH CONSULTANTS LLC 550.15%0.64%1.39%Q4 2021Q4 20225
MID CONTINENT CAPITAL LLC/IL 550.02%0.02%0.03%Q2 2013Q2 20145
Compass Wealth Management LLC 550.58%0.61%0.64%Q4 2022Q4 20235
SIMMONS FIRST TRUST CO NA 410.22%0.77%2.34%Q2 2013Q4 20155
ASSET PLANNING CORPORATION 410.13%0.18%0.20%Q4 2020Q3 20235
Miller Investment Management, LP 553.76%4.23%4.68%Q4 2018Q4 20195
Charles Schwab Investment Advisory, Inc. 310.00%0.20%0.43%Q4 2013Q4 20195
Farmers National Bank 320.01%0.02%0.05%Q4 2017Q2 20195
Winch Advisory Services, LLC 310.00%0.10%0.18%Q1 2015Q3 20235
CONSILIO WEALTH ADVISORS, LLC 320.46%2.60%5.68%Q1 2022Q3 20235
Strategic Capital Group LLC 550.01%0.70%1.05%Q2 2013Q2 20145
DOLIVER ADVISORS, LP 410.08%0.14%0.17%Q3 2021Q4 20235
WNY Asset Management, LLC 550.07%0.08%0.09%Q1 2021Q1 20225
Peachtree Investment Advisors, Inc. 410.02%0.13%0.53%Q3 2014Q4 20185
Kore Private Wealth LLC 320.01%0.02%0.04%Q4 2018Q2 20205
General Partner, Inc. 551.07%1.11%1.18%Q4 2022Q4 20235
Wilmington Trust, National Association 550.23%0.34%0.44%Q2 2013Q2 20145
Covenant Partners, LLC 550.01%0.01%0.01%Q4 2019Q4 20205
BB&T INVESTMENT SERVICES, INC. 550.00%0.02%0.10%Q4 2016Q4 20175
WILLIAMS JONES & ASSOCIATES LLC 550.02%0.08%0.16%Q2 2018Q2 20195
iAB Financial Bank 550.13%0.16%0.26%Q2 2016Q2 20175
American Financial Advisors, LLC 550.04%0.06%0.07%Q4 2018Q4 20195
Stearns Financial Services Group 320.00%0.01%0.02%Q3 2018Q1 20205
Red Tortoise LLC 410.00%0.00%0.00%Q3 2021Q3 20235
BERRY GROUP, LLC 552.74%3.16%3.65%Q4 2019Q4 20205
Platform Technology Partners 550.16%0.21%0.23%Q2 2021Q2 20225
Gupta Wealth Management LLC 550.06%0.17%0.26%Q1 2015Q1 20165
Tempus Wealth Planning, LLC 550.10%0.13%0.15%Q3 2022Q3 20235
AMERICAN CENTURY COMPANIES INC 410.00%0.01%0.04%Q2 2013Q3 20155
HighTower Trust Company, N.A. 320.07%0.07%0.07%Q4 2021Q1 20235
WILMINGTON TRUST CO 550.27%0.36%0.43%Q2 2013Q2 20145
Beacon Capital Management, Inc. 210.00%0.00%0.00%Q1 2019Q4 20225
Salient Capital Advisors, LLC 550.01%0.01%0.01%Q4 2014Q4 20155
Spot Trading L.L.C 330.00%0.04%0.08%Q2 2013Q4 20135
Aspen Investment Management Inc 552.40%3.03%4.14%Q2 2013Q2 20145
Apeiron RIA LLC 320.10%0.62%1.00%Q4 2021Q1 20235
Aldebaran Financial Inc. 550.42%0.49%0.59%Q1 2022Q1 20235
Simplify Asset Management Inc. 550.11%0.27%0.48%Q1 2022Q1 20235
HIGH POINT BANK & TRUST CO 550.00%0.00%0.00%Q4 2015Q4 20165
Frisch Financial Group, Inc. 551.71%2.44%3.40%Q3 2022Q3 20235
Kalos Management, Inc. 550.14%0.18%0.23%Q4 2020Q4 20215
SANDERS MORRIS HARRIS LLC 320.04%0.05%0.08%Q2 2022Q3 20235
SBK Financial, Inc. 550.86%1.15%1.41%Q4 2021Q4 20225
Compass Financial Group, INC/SD 550.14%0.26%0.35%Q4 2022Q4 20235
ROMANO BROTHERS AND COMPANY 550.56%0.60%0.66%Q3 2022Q3 20235
Cribstone Capital Management, LLC 210.00%0.00%0.01%Q2 2016Q2 20225
Bank of Marin 410.25%0.29%0.42%Q4 2019Q3 20235
Sovereign Investment Advisors, LLC 410.10%0.12%0.15%Q4 2019Q2 20235
Blue Fin Capital, Inc. 320.15%0.22%0.34%Q4 2013Q1 20175
Colonial Trust Co / SC 550.17%0.29%0.42%Q3 2022Q3 20235
B. Riley Financial, Inc. 550.07%0.19%0.23%Q2 2017Q2 20185
TCG Advisory Services, LLC 550.06%0.07%0.08%Q3 2022Q3 20235
MPS Loria Financial Planners, LLC 556.20%9.45%10.85%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.04%0.04%0.05%Q4 2022Q4 20235
MRA Advisory Group 550.16%0.21%0.24%Q4 2020Q4 20215
ENZI WEALTH 555.77%7.25%8.45%Q3 2022Q3 20235
Strategic Asset Management, LLC 552.65%2.97%3.36%Q3 2021Q3 20225
Financial Insights, Inc. 310.05%0.18%0.28%Q2 2021Q3 20235
BOYAR ASSET MANAGEMENT INC. 550.37%0.98%1.84%Q3 2013Q3 20145
Allie Family Office LLC 320.16%0.21%0.31%Q1 2022Q3 20235
Columbus Macro, LLC 550.18%0.31%0.51%Q3 2022Q3 20235
MGO Private Wealth, LLC 550.32%1.40%3.15%Q3 2022Q3 20235
RESOLUTE FINANCIAL, LLC 551.84%2.08%2.30%Q4 2021Q4 20225
Matrix Trust Co 442.28%2.77%3.02%Q2 2019Q1 20204
Park Place Capital Corp 441.34%1.43%1.57%Q4 2022Q3 20234
JDM Financial Group LLC 440.02%0.06%0.07%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 442.15%2.26%2.48%Q4 2022Q3 20234
Family Asset Management, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Eley Financial Management, Inc 441.35%1.38%1.41%Q4 2022Q3 20234
Alaethes Wealth LLC 440.02%0.02%0.03%Q2 2021Q1 20224
Headlands Technologies LLC 440.28%0.43%0.53%Q4 2022Q3 20234
Financial Partners Group, LLC 440.59%0.63%0.66%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.92%1.04%1.21%Q4 2022Q3 20234
NICOLET ADVISORY SERVICES, LLC 440.03%0.04%0.05%Q1 2019Q4 20194
New Hampshire Trust 440.90%0.92%0.94%Q4 2022Q3 20234
ENTRUST GLOBAL PARTNERS L L C 441.21%1.58%1.92%Q4 2021Q3 20224
Your Advocates Ltd., LLP 210.00%0.00%0.01%Q3 2021Q3 20234
FSA Wealth Management LLC 310.00%0.00%0.01%Q4 2019Q4 20204
Systematic Alpha Investments, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Live Oak Investment Partners 442.43%2.49%2.56%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 110.03%0.08%0.11%Q1 2022Q3 20234
Legacy Trust 442.02%2.07%2.13%Q4 2022Q3 20234
Kooman & Associates 440.16%0.19%0.29%Q4 2022Q3 20234
TCP Asset Management, LLC 440.10%0.90%1.74%Q4 2022Q3 20234
BLACKROCK ADVISORS LLC 440.00%0.00%0.00%Q1 2016Q4 20164
Verition Fund Management LLC 210.01%0.06%0.12%Q4 2013Q3 20204
LAM GROUP, INC. 440.37%0.38%0.39%Q4 2022Q3 20234
KLINGENSTEIN FIELDS & CO LP 440.01%0.01%0.01%Q4 2017Q3 20184
RF&L WEALTH MANAGEMENT, LLC 440.33%0.34%0.36%Q4 2022Q3 20234
Sentinus, LLC 440.52%0.80%1.22%Q3 2022Q2 20234
Reynders McVeigh Capital Management, LLC 310.02%0.05%0.08%Q3 2015Q1 20214
LEVEL FOUR FINANCIAL, LLC 440.22%0.24%0.28%Q4 2020Q3 20214
BlueCrest Capital Management Ltd 310.01%0.03%0.10%Q3 2016Q4 20214
Epic Trust Investment Advisors, LLC 440.32%0.41%0.50%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 444.01%4.13%4.31%Q4 2022Q3 20234
Register Financial Advisors LLC 440.10%0.12%0.13%Q4 2022Q3 20234
Talisman Wealth Advisors LLC 441.88%2.11%2.43%Q4 2022Q3 20234
Schonfeld Strategic Advisors LLC 220.00%0.03%0.11%Q3 2021Q3 20234
Wealth Advisors of Iowa, LLC 441.26%2.66%4.10%Q1 2021Q4 20214
Squarepoint Ops LLC 310.12%0.20%0.32%Q3 2020Q3 20234
Olistico Wealth, LLC 441.19%1.54%1.92%Q4 2022Q3 20234
University of Massachusetts Foundation, Inc. 446.14%11.48%14.67%Q4 2019Q3 20204
HBC Financial Services, PLLC 440.00%1.95%7.78%Q4 2019Q3 20204
Financial Council Asset Management Inc 440.19%0.24%0.26%Q4 2022Q3 20234
McElhenny Sheffield Capital Management, LLC 310.04%0.09%0.10%Q4 2021Q4 20224
Fidelis Capital Partners, LLC 440.46%0.59%0.68%Q4 2022Q3 20234
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2020Q3 20214
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.00%0.16%0.35%Q4 2021Q3 20234
BECK CAPITAL MANAGEMENT, LLC 220.09%0.34%0.76%Q4 2013Q3 20184
Princeton Global Asset Management LLC 310.01%0.02%0.07%Q1 2020Q3 20234
ZEKE CAPITAL ADVISORS, LLC 310.02%0.03%0.06%Q2 2018Q1 20204
Forza Wealth Management, LLC 440.68%0.74%0.86%Q4 2022Q3 20234
Semmax Financial Advisors Inc. 310.00%0.12%0.48%Q4 2018Q4 20194
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.59%1.63%1.72%Q4 2022Q3 20234
Aufman Associates Inc 440.32%0.33%0.35%Q4 2022Q3 20234
Helen Stephens Group, LLC 440.23%0.24%0.25%Q4 2022Q3 20234
INTEGRATED WEALTH COUNSEL, LLC 440.08%1.56%2.21%Q2 2013Q1 20144
CIC Wealth, LLC 441.21%1.30%1.43%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 441.97%2.11%2.25%Q4 2022Q3 20234
Horizon Wealth Management, LLC 440.11%0.16%0.26%Q4 2021Q3 20224
VitalStone Financial, LLC 440.00%0.62%2.46%Q4 2022Q3 20234
Fifth Third Wealth Advisors LLC 441.91%2.55%2.84%Q1 2023Q4 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
JAMES INVESTMENT RESEARCH INC 440.04%0.09%0.14%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.18%0.20%0.22%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.27%0.30%0.32%Q4 2022Q3 20234
PARK NATIONAL CORP /OH/ 310.01%0.01%0.02%Q4 2022Q4 20234
Barrington Strategic Wealth Management Group LLC 440.42%0.50%0.62%Q4 2016Q3 20174
Jane Street Holding, LLC 220.01%0.25%0.61%Q3 2013Q4 20134
Redwood Wealth Management Group, LLC 441.67%1.74%1.85%Q4 2022Q3 20234
Paracle Advisors, LLC 440.06%0.06%0.07%Q4 2018Q3 20194
WESPAC Advisors, LLC 440.67%0.77%0.90%Q2 2013Q1 20144
MILESTONE WEALTH, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
HARTFORD INVESTMENT MANAGEMENT CO 440.01%0.01%0.02%Q3 2013Q2 20144
LWMG, LLC 440.35%0.56%1.06%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 442.64%2.84%3.37%Q4 2022Q3 20234
AUGUSTINE ASSET MANAGEMENT INC 440.10%0.11%0.12%Q4 2022Q3 20234
Bond & Devick Financial Network, Inc. 440.19%0.20%0.21%Q4 2022Q3 20234
Breakwater Capital Group 440.72%0.96%1.16%Q4 2022Q3 20234
EWG Elevate Inc. 210.02%0.19%0.47%Q4 2019Q3 20234
Consilium Wealth Advisory, LLC 440.19%0.24%0.31%Q4 2022Q3 20234
Kozak & Associates, Inc. 310.00%0.01%0.02%Q4 2021Q4 20224
TOWER TRUST Co 440.23%0.25%0.28%Q2 2013Q1 20144
PALO ALTO WEALTH ADVISORS, LLC 440.25%0.26%0.28%Q4 2022Q3 20234
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.02%0.03%0.03%Q4 2017Q3 20184
Ergoteles LLC 210.15%0.49%0.62%Q2 2021Q2 20234
Ellsworth Advisors, LLC 440.11%0.16%0.18%Q4 2020Q3 20214
CORA CAPITAL ADVISORS LLC 441.35%3.33%8.26%Q4 2022Q3 20234
Kaydan Wealth Management, Inc. 220.08%0.10%0.12%Q4 2021Q3 20234
Mendota Financial Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Petix & Botte Co 210.07%0.08%0.09%Q3 2021Q3 20234
Wade Financial Advisory, Inc 310.09%0.10%0.10%Q1 2022Q2 20234
1 NORTH WEALTH SERVICES LLC 221.16%1.29%1.65%Q4 2018Q4 20194
Corient Private Wealth LLC 440.16%0.18%0.20%Q4 2022Q3 20234
COOKSON PEIRCE & CO INC 440.36%0.39%0.41%Q4 2013Q3 20144
Vertex Planning Partners, LLC 440.08%0.12%0.16%Q4 2022Q3 20234
Beta Wealth Group, Inc. 440.44%0.46%0.48%Q1 2021Q4 20214
S.C. Financial Services, Inc. 220.31%0.59%0.92%Q4 2021Q4 20224
McGlone Suttner Wealth Management, Inc. 440.48%0.68%0.93%Q4 2022Q3 20234
Financial Freedom, LLC 440.33%0.43%0.52%Q4 2022Q3 20234
Shorepoint Capital Partners LLC 440.75%0.76%0.78%Q1 2019Q4 20194
WEALTH EFFECTS LLC 440.30%0.34%0.41%Q4 2022Q3 20234
Lavaca Capital LLC 440.32%0.43%0.52%Q4 2022Q3 20234
Baker Ellis Asset Management LLC 440.07%0.08%0.08%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.01%0.02%0.02%Q4 2022Q3 20234
Eidelman Virant Capital 440.08%0.09%0.09%Q1 2021Q4 20214
Quantbot Technologies LP 110.03%0.07%0.15%Q3 2019Q2 20234
Cyndeo Wealth Partners, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.28%0.48%0.89%Q4 2022Q3 20234
Elgethun Capital Management 440.04%0.06%0.10%Q4 2022Q3 20234
Harvest Investment Services, LLC 440.29%0.31%0.34%Q2 2020Q1 20214
Nicollet Investment Management, Inc. 440.09%0.09%0.09%Q2 2021Q1 20224
Symphony Financial, Ltd. Co. 210.05%0.09%0.17%Q1 2022Q2 20234
VisionPoint Advisory Group, LLC 310.08%0.12%0.16%Q1 2019Q4 20204
AM INVESTMENT STRATEGIES LLC 220.05%0.06%0.07%Q4 2021Q1 20234
Vontobel Holding Ltd. 310.00%0.01%0.04%Q2 2021Q2 20224
QP WEALTH MANAGEMENT, LLC 220.26%0.41%0.59%Q4 2019Q1 20214
MRA Associates USA LLC 440.10%0.21%0.31%Q4 2018Q3 20194
All Season Financial Advisors, Inc. 223.40%4.90%7.32%Q2 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CYNOSURE ADVISORS, LLC 440.93%1.27%1.92%Q4 2017Q3 20184
MY Wealth Management Inc. 440.55%0.63%0.80%Q4 2022Q3 20234
Peregrine Asset Advisers, Inc. 310.14%0.27%0.35%Q1 2018Q3 20234
INR ADVISORY SERVICES LLC 440.01%0.01%0.01%Q2 2013Q1 20144
Cordatus Wealth Management LLC 310.12%0.12%0.13%Q2 2019Q2 20204
Covestor Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
Belvedere Trading LLC 210.00%0.02%0.08%Q3 2022Q3 20234
Pillar Wealth Advisors, LLC 440.49%0.88%1.26%Q4 2022Q3 20234
PIEDMONT INVESTMENT ADVISORS INC 440.02%0.08%0.18%Q2 2018Q1 20194
Oxler Private Wealth LLC 210.03%0.11%0.35%Q4 2020Q3 20224
INNOVIS ASSET MANAGEMENT LLC 440.37%0.43%0.50%Q4 2022Q3 20234
ShoreHaven Wealth Partners, LLC 440.38%0.90%1.10%Q1 2022Q4 20224
Ashfield Capital Partners, LLC 310.02%0.02%0.02%Q4 2019Q2 20214
Life Planning Partners, Inc 440.03%0.04%0.05%Q4 2021Q3 20224
Sound Stewardship, LLC 442.44%2.50%2.56%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 444.20%4.33%4.42%Q4 2022Q3 20234
First Farmers & Merchants Bank / Trust 442.66%2.72%2.79%Q4 2021Q3 20224
WFA Asset Management Corp 440.00%0.00%0.00%Q3 2022Q2 20234
ExodusPoint Capital Management, LP 110.00%0.02%0.07%Q3 2020Q3 20234
Farther Finance Advisors, LLC 440.16%0.34%0.54%Q4 2022Q3 20234
Shone Asset Management LLC 441.57%1.66%1.78%Q1 2020Q4 20204
Gibson Wealth Advisors LLC 440.02%0.02%0.02%Q1 2022Q4 20224
FCG ADVISORS, LLC 210.16%0.20%0.24%Q4 2014Q3 20204
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 441.34%1.36%1.39%Q4 2022Q3 20234
WEXFORD CAPITAL LP 110.04%0.61%1.97%Q3 2018Q3 20224
D'Orazio & Associates, Inc. 440.00%0.01%0.01%Q4 2020Q3 20214
New Republic Capital, LLC 441.95%1.99%2.08%Q4 2022Q3 20234
Copperleaf Capital, LLC 310.50%0.71%0.86%Q4 2019Q1 20234
WEATHERLY ASSET MANAGEMENT L. P. 440.03%0.03%0.03%Q3 2021Q2 20224
First County Bank /CT/ 440.67%0.75%0.92%Q4 2022Q3 20234
Rodgers & Associates, LTD 440.04%0.04%0.04%Q1 2021Q4 20214
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20234
Onyx Bridge Wealth Group LLC 440.18%0.20%0.23%Q1 2021Q4 20214
Beacon Bridge Wealth Partners, LLC 440.92%1.08%1.44%Q4 2022Q3 20234
BEACH INVESTMENT COUNSEL INC/PA 440.02%0.02%0.03%Q1 2021Q4 20214
TREMBLANT CAPITAL GROUP 440.48%1.01%1.59%Q2 2017Q1 20184
CAPITAL INSIGHT PARTNERS, LLC 440.04%0.05%0.05%Q2 2021Q1 20224
KARLINSKI ANDREW C 440.80%1.12%1.45%Q4 2021Q3 20224
Summit Investment Advisory Services, LLC 440.83%1.06%1.63%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.11%0.14%0.19%Q4 2022Q3 20234
Leucadia National 440.04%0.04%0.05%Q4 2022Q3 20234
VIAWEALTH, LLC 441.61%1.76%1.83%Q4 2022Q3 20234
Samson Capital Advisors LLC 443.78%5.69%6.67%Q4 2014Q3 20154
Dynasty Wealth Management, LLC 440.53%2.31%3.63%Q4 2017Q3 20184
Westshore Wealth, LLC 310.13%0.32%0.69%Q2 2022Q2 20234
CHANNEL WEALTH LLC 440.11%0.15%0.22%Q1 2023Q4 20234
Hoxton Planning & Management, LLC 440.37%0.55%1.01%Q4 2022Q3 20234
Fiduciary Alliance LLC 441.61%1.68%1.73%Q4 2022Q3 20234
ROBERTSON STEPHENS ADVISORS LLC 441.08%1.64%1.97%Q4 2016Q3 20174
Coppell Advisory Solutions LLC 210.00%0.04%0.10%Q4 2020Q3 20234
RFP Financial Group LLC 441.14%1.62%2.96%Q4 2022Q3 20234
Northside Capital Management, LLC 440.06%0.08%0.11%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
MidWestOne Financial Group, Inc. 210.05%0.05%0.05%Q4 2021Q2 20234
FourThought Financial Partners, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 4417.33%18.15%19.54%Q4 2022Q3 20234
Sebold Capital Management, Inc. 443.80%4.41%5.16%Q4 2022Q3 20234
STAR Financial Bank 441.34%1.42%1.50%Q4 2022Q3 20234
Independence Advisors, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Asset Allocation Strategies LLC 443.02%3.64%4.06%Q4 2022Q3 20234
Americana Partners, LLC 310.13%0.37%0.47%Q4 2019Q3 20234
Watson Rebecca 440.24%0.73%1.95%Q4 2019Q3 20204
MANAGED ACCOUNT ADVISORS LLC 440.00%0.01%0.01%Q3 2014Q2 20154
Eaton Financial Holdings Company, LLC 440.07%0.17%0.21%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.76%0.80%0.84%Q4 2022Q3 20234
REBALANCE, LLC 443.27%3.33%3.40%Q4 2022Q3 20234
Empirical Asset Management, LLC 210.18%0.21%0.23%Q4 2021Q2 20234
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
Creative Capital Management Investments LLC 440.00%0.04%0.06%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.09%0.10%0.11%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 444.00%4.12%4.36%Q4 2022Q3 20234
FutureAdvisor, Inc. 441.59%2.64%3.82%Q4 2014Q3 20154
Advisor Resource Council 310.08%0.10%0.14%Q2 2021Q2 20224
DDFG, Inc 440.10%0.14%0.22%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.16%0.18%0.20%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.28%0.31%0.38%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.59%0.74%0.86%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 440.83%1.09%1.33%Q4 2022Q3 20234
Seaside Wealth Management, Inc. 440.21%0.24%0.29%Q2 2022Q1 20234
Karpus Management, Inc. 440.31%0.50%0.72%Q4 2022Q3 20234
Heritage Wealth Management, Inc./Texas 442.96%3.26%3.56%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.32%1.17%2.93%Q4 2022Q3 20234
Carr Financial Group Corp 441.22%1.67%2.15%Q4 2022Q3 20234
Cypress Capital, LLC 440.19%0.19%0.20%Q3 2021Q2 20224
Alpha Financial Partners, LLC 441.93%2.24%2.57%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.06%0.06%0.07%Q4 2022Q3 20234
Capital Advisory Group Advisory Services, LLC 220.00%0.00%0.01%Q3 2020Q3 20214
LaSalle St. Investment Advisors, LLC 440.56%0.89%1.63%Q4 2022Q3 20234
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 445.44%5.73%6.28%Q4 2022Q3 20234
Tandem Wealth Advisors LLC 441.91%3.63%4.25%Q4 2022Q3 20234
RGT Wealth Advisors, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
Bleakley Financial Group, LLC 440.49%0.50%0.52%Q4 2022Q3 20234
TRILLIUM ASSET MANAGEMENT, LLC 440.02%0.02%0.02%Q1 2016Q4 20164
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Callan Family Office, LLC 440.63%0.68%0.78%Q4 2022Q3 20234
SG Select LLC 446.58%8.71%11.66%Q2 2013Q1 20144
PRESILIUM PRIVATE WEALTH, LLC 440.11%0.13%0.15%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 442.11%2.21%2.36%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.53%0.61%0.66%Q4 2022Q3 20234
tru Independence LLC 210.01%0.17%0.31%Q4 2019Q2 20214
Verum Partners LLC 441.65%2.50%3.98%Q4 2022Q3 20234
Harfst & Associates, Inc. 330.03%3.20%5.08%Q4 2016Q2 20173
W.H. Cornerstone Investments Inc. 330.34%0.43%0.47%Q3 2022Q1 20233
Azimuth Capital Investment Management LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.08%0.08%0.08%Q4 2014Q2 20153
Cape Investment Advisory, Inc. 330.06%0.07%0.07%Q1 2023Q3 20233
Delta Financial Group, Inc. 210.32%0.35%0.37%Q4 2022Q3 20233
Cornerstone Planning Group LLC 214.55%5.32%5.91%Q4 2022Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.16%0.42%0.62%Q1 2023Q3 20233
ADVISOR PARTNERS II, LLC 330.03%0.12%0.24%Q1 2023Q3 20233
Pratt Collard Advisory Partners LLC 330.18%0.19%0.21%Q4 2020Q2 20213
Fortis Capital Advisors, LLC 330.17%0.24%0.30%Q4 2022Q2 20233
SP Asset Management LLC 330.06%0.06%0.06%Q1 2023Q3 20233
MOSAIC FAMILY WEALTH PARTNERS, LLC 330.04%0.06%0.10%Q4 2022Q2 20233
ForthRight Wealth Management, LLC 210.09%0.11%0.14%Q4 2020Q4 20223
CARY STREET PARTNERS ASSET MANAGEMENT LLC 332.23%2.25%2.31%Q4 2022Q2 20233
Arcadia Wealth Management, LLC 330.46%1.29%1.88%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.26%0.28%0.29%Q4 2022Q3 20233
PETREDIS INVESTMENT ADVISORS LLC 330.03%0.04%0.04%Q4 2022Q2 20233
Arista Wealth Management, LLC 330.12%0.16%0.18%Q4 2022Q2 20233
Tilson Financial Group, Inc. 211.64%1.85%2.00%Q4 2022Q3 20233
Cascade Investment Advisors, Inc. 210.02%0.03%0.03%Q1 2022Q1 20233
Meadow Creek Wealth Advisors LLC 330.26%0.30%0.36%Q4 2021Q2 20223
KELLY LAWRENCE W & ASSOCIATES INC/CA 330.00%0.00%0.00%Q3 2022Q1 20233
Thrive Capital Management, LLC 210.17%0.21%0.27%Q1 2021Q1 20223
LANDAAS & CO /WI /ADV 210.09%0.09%0.09%Q3 2017Q2 20183
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.02%0.02%Q2 2020Q4 20213
CALIBER WEALTH MANAGEMENT, LLC 330.21%0.34%0.44%Q4 2020Q2 20213
Financial Sense Advisors, Inc. 110.45%2.78%6.09%Q1 2015Q1 20223
JACOBSON & SCHMITT ADVISORS, LLC 330.06%0.07%0.08%Q1 2021Q3 20213
KORNITZER CAPITAL MANAGEMENT INC /KS 330.00%0.00%0.00%Q2 2019Q4 20193
JRM Investment Counsel, LLC 330.70%1.10%1.73%Q2 2018Q4 20183
3EDGE Asset Management, LP 210.01%0.02%0.02%Q4 2020Q4 20213
Geier Asset Management, Inc. 330.62%0.71%0.81%Q4 2020Q2 20213
Capstone Financial Group, Inc. 210.02%0.02%0.03%Q4 2019Q3 20203
CABANA LLC 110.02%0.05%0.07%Q4 2018Q2 20203
Fiduciary Planning LLC 330.14%0.16%0.20%Q3 2020Q1 20213
Everhart Financial Group, Inc. 330.12%0.15%0.19%Q3 2021Q1 20223
Ascension Capital Advisors, Inc. 210.21%0.23%0.25%Q4 2019Q3 20203
Strid Group, LLC 330.11%0.13%0.17%Q4 2015Q2 20163
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
OAKWOOD CAPITAL MANAGEMENT LLC/CA 330.11%0.16%0.21%Q4 2018Q2 20193
Harel Insurance Investments & Financial Services Ltd. 210.01%0.02%0.05%Q1 2018Q3 20193
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.00%0.02%0.03%Q1 2020Q2 20213
PLIMOTH TRUST CO LLC 330.09%0.11%0.14%Q1 2023Q3 20233
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Lauer Wealth, LLC 330.78%0.84%0.89%Q1 2023Q3 20233
Ethic Inc. 210.03%0.06%0.11%Q3 2020Q2 20213
Daniel Devine & Co 330.17%0.18%0.19%Q4 2015Q2 20163
Prentice Wealth Management LLC 330.02%0.02%0.02%Q1 2021Q3 20213
SPRING CREEK CAPITAL LLC 330.02%0.17%0.28%Q2 2018Q4 20183
GTS SECURITIES LLC 220.00%0.03%0.08%Q2 2023Q3 20233
Tanglewood Wealth Management, Inc. 212.09%2.96%4.27%Q1 2022Q1 20233
Strategic Financial Concepts, LLC 330.21%0.21%0.22%Q1 2023Q3 20233
Derbend Asset Management 330.20%0.21%0.21%Q3 2021Q1 20223
Premia Global Advisors, LLC 330.36%1.12%2.14%Q4 2017Q2 20183
Rinet Co LLC 330.19%0.19%0.20%Q1 2021Q3 20213
Cherry Creek Investment Advisors, Inc. 330.16%0.16%0.16%Q2 2021Q4 20213
Adams Wealth Management 330.28%0.34%0.38%Q4 2022Q2 20233
Cannell & Co. 210.01%0.01%0.02%Q4 2021Q3 20233
Anfield Capital Management, LLC 330.97%2.27%2.96%Q4 2019Q2 20203
EARNEST PARTNERS LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Atlantic Private Wealth, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Blooom, Inc. 330.17%0.21%0.25%Q4 2020Q2 20213
Hamilton Point Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SBB Research Group LLC 3311.18%15.93%19.86%Q4 2021Q2 20223
JFG Wealth Management, LLC 210.07%0.08%0.09%Q1 2022Q4 20223
Planning Solutions Group LLC 331.50%1.53%1.56%Q4 2018Q2 20193
AlphaOne Investment Services, LLC 330.00%0.01%0.01%Q3 2017Q1 20183
Agate Pass Investment Management, LLC 210.12%0.13%0.14%Q4 2021Q4 20233
PagnatoKarp Partners LLC 330.05%0.06%0.06%Q4 2018Q2 20193
RITHOLTZ WEALTH MANAGEMENT 210.01%0.03%0.06%Q1 2022Q3 20233
BECKER CAPITAL MANAGEMENT INC 331.73%1.80%1.89%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.01%0.05%0.13%Q2 2022Q1 20233
Advisors Preferred, LLC 211.72%2.37%2.95%Q4 2013Q4 20173
Novak Financial Planning, LLC 330.67%0.73%0.77%Q4 2020Q2 20213
Evergreen Wealth Solutions, LLC 210.19%0.71%1.15%Q4 2021Q3 20223
Eukles Asset Management 210.00%0.00%0.00%Q2 2019Q3 20233
Scarborough Advisors, LLC 330.51%0.93%1.18%Q3 2022Q1 20233
Keeley-Teton Advisors, LLC 330.04%0.06%0.07%Q1 2023Q3 20233
STERLING INVESTMENT MANAGEMENT, LLC 210.14%0.14%0.16%Q3 2018Q1 20223
EASTERN BANK 210.02%0.05%0.07%Q2 2013Q4 20193
Checchi Capital Advisers, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
Gotham Asset Management, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Scissortail Wealth Management, LLC 210.70%0.92%1.03%Q4 2021Q3 20223
Allegiant Private Advisors, LLC 332.34%2.61%2.77%Q4 2020Q2 20213
LEO BROKERAGE, LLC 210.13%0.17%0.22%Q1 2022Q2 20233
Walleye Capital LLC 330.00%0.01%0.02%Q3 2022Q1 20233
Willow Street Advisors LLC 330.28%0.30%0.30%Q2 2013Q4 20133
Surevest, LLC 210.00%0.06%0.17%Q4 2018Q3 20223
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Jordan Park Group LLC 330.03%0.04%0.05%Q1 2023Q3 20233
PEAK6 Investments LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Mariner Wealth Advisors-Madison, LLC 330.43%0.46%0.51%Q1 2013Q3 20133
Gallagher Fiduciary Advisors, LLC 330.03%0.05%0.09%Q1 2023Q3 20233
BIP Wealth, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.72%0.74%0.77%Q4 2021Q2 20223
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Holloway Wealth Management, LLC 110.00%0.01%0.03%Q3 2018Q4 20213
AWM CAPITAL, LLC 330.08%0.10%0.11%Q1 2023Q3 20233
Marks Group Wealth Management, Inc 330.10%0.11%0.11%Q1 2023Q3 20233
COOK WEALTH MANAGEMENT GROUP LLC 330.24%2.74%5.44%Q1 2023Q3 20233
Hamilton Capital, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
FIL Ltd 330.02%0.02%0.02%Q1 2021Q3 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.05%0.05%0.05%Q4 2017Q3 20183
Jackson Wealth Management, LLC 331.36%1.46%1.51%Q1 2015Q3 20153
Rice Partnership, LLC 210.01%0.01%0.01%Q2 2019Q2 20203
HANCOCK WHITNEY INVESTMENT SERVICES INC. 330.79%1.65%2.12%Q4 2021Q2 20223
Trellis Wealth Advisors LLC 330.14%0.15%0.16%Q1 2023Q3 20233
Forum Financial Management, LP 210.01%0.01%0.01%Q2 2022Q3 20233
Hightower 6M Holding, LLC 330.03%0.04%0.04%Q1 2022Q3 20223
SWEENEY & MICHEL, LLC 330.56%0.59%0.61%Q1 2023Q3 20233
Vericrest Private Wealth 333.75%3.87%3.94%Q4 2021Q2 20223
ORG Partners LLC 330.11%0.27%0.41%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.03%0.09%0.20%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.52%0.55%0.58%Q1 2023Q3 20233
SIENA CAPITAL LLC 330.07%0.08%0.08%Q1 2022Q3 20223
SteelBridge Private Wealth Advisors LLC 332.03%2.92%3.95%Q3 2017Q1 20183
ABLE Financial Group, LLC 332.79%2.91%3.04%Q1 2023Q3 20233
Schrum Private Wealth Management LLC 330.28%0.29%0.29%Q4 2021Q2 20223
PCA Investment Advisory Services Inc. 332.44%2.70%2.95%Q1 2023Q3 20233
Independent Portfolio Consultants, Inc. 330.23%0.28%0.34%Q2 2016Q4 20163
ZRC WEALTH MANAGEMENT, LLC 333.69%3.73%3.76%Q1 2023Q3 20233
Altus Wealth Management, LLC 333.26%3.46%3.61%Q4 2021Q2 20223
Financial Services Advisory Inc 212.37%4.50%6.07%Q1 2018Q2 20203
Foster Group, Inc. 210.02%0.02%0.03%Q1 2022Q1 20233
KFG WEALTH MANAGEMENT, LLC 330.16%0.17%0.19%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 210.43%1.35%1.85%Q4 2022Q3 20233
Pine Valley Investments Ltd Liability Co 330.08%0.10%0.11%Q1 2023Q3 20233
PFG Investments, LLC 330.09%0.14%0.20%Q1 2023Q3 20233
Secrest Blakey & Associates, LLC 330.03%0.03%0.03%Q1 2019Q3 20193
Safeguard Financial, LLC 330.09%0.14%0.19%Q4 2022Q2 20233
Paragon Private Wealth Management, LLC 331.00%1.27%1.48%Q1 2023Q3 20233
NinePointTwo Capital LLC 330.62%1.16%1.56%Q4 2020Q2 20213
DHK Financial Advisors, Inc. 332.12%2.29%2.56%Q4 2021Q2 20223
Madison Scottsdale, LC 3319.35%21.44%23.49%Q2 2013Q4 20133
ODonnell Financial Services, LLC 330.11%0.22%0.35%Q3 2021Q1 20223
BOOTHBAY FUND MANAGEMENT, LLC 110.08%0.23%0.39%Q2 2015Q3 20233
Consolidated Portfolio Review Corp 330.31%0.42%0.51%Q1 2023Q3 20233
PETRA FINANCIAL ADVISORS INC 210.22%0.26%0.30%Q4 2022Q3 20233
Ruggaard & Associates LLC 330.32%0.34%0.35%Q1 2023Q3 20233
San Luis Wealth Advisors LLC 210.03%0.10%0.15%Q1 2022Q2 20233
Balboa Wealth Partners 330.15%0.16%0.18%Q3 2022Q1 20233
Midwest Financial Group LLC 330.19%0.21%0.21%Q1 2023Q3 20233
WealthPlan Investment Management, LLC 210.03%0.05%0.06%Q1 2022Q4 20223
SevenOneSeven Capital Management 330.00%0.00%0.01%Q4 2021Q2 20223
TRANSATLANTIQUE PRIVATE WEALTH LLC 330.39%0.41%0.43%Q1 2023Q3 20233
St. Louis Financial Planners Asset Management, LLC 2110.20%11.57%12.95%Q1 2023Q4 20233
Kapstone Financial Advisors LLC 330.18%0.19%0.21%Q4 2022Q2 20233
Claybrook Capital, LLC 110.20%1.98%3.83%Q4 2017Q2 20213
Sandbox Financial Partners, LLC 330.22%0.23%0.24%Q2 2021Q4 20213
Argent Wealth Management LLC 330.12%0.13%0.15%Q4 2019Q2 20203
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
MADDEN SECURITIES Corp 110.01%0.41%0.81%Q4 2019Q4 20222
GlobalBridge, Inc. 220.11%0.13%0.15%Q4 2013Q1 20142
Aprio Wealth Management, LLC 220.43%0.49%0.54%Q4 2019Q1 20202
SOLARIS ASSET MANAGEMENT LLC 110.06%1.55%3.05%Q4 2016Q3 20172
TUDOR INVESTMENT CORP ET AL 110.00%0.01%0.01%Q1 2017Q1 20232
MATTERN CAPITAL MANAGEMENT, LLC 220.34%0.44%0.54%Q4 2019Q1 20202
GRIES FINANCIAL LLC 220.08%0.09%0.09%Q4 2021Q1 20222
STABLEFORD CAPITAL II LLC 110.19%0.69%1.19%Q4 2017Q1 20232
Alpha DNA Investment Management LLC 220.04%0.07%0.09%Q4 2020Q1 20212
Private Wealth Strategies, L.L.C. 220.44%0.54%0.63%Q4 2019Q1 20202
1776 Wealth LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Visium Asset Management, LP 220.00%0.01%0.02%Q2 2015Q3 20152
Texas Capital Bank Wealth Management Services Inc 110.03%0.78%1.53%Q4 2019Q2 20212
Lloyd Advisory Services, LLC. 220.00%0.00%0.01%Q4 2019Q1 20202
Brookfield Asset Management 220.01%0.01%0.01%Q4 2013Q1 20142
HBK INVESTMENTS L P 110.00%0.00%0.00%Q3 2022Q2 20232
Mathes Company, Inc. 220.14%0.14%0.14%Q2 2014Q3 20142
AXS Investments LLC 220.06%0.11%0.15%Q3 2021Q4 20212
PGIM Custom Harvest LLC 220.02%0.02%0.02%Q2 2023Q3 20232
One Charles Private Wealth Services, LLC 222.21%2.50%2.80%Q2 2020Q3 20202
Austin Private Wealth, LLC 220.63%0.74%0.86%Q3 2022Q4 20222
FNY Managed Accounts LLC 220.01%0.05%0.09%Q2 2016Q3 20162
BCS Wealth Management 110.08%0.09%0.10%Q1 2023Q3 20232
J. Goldman & Co LP 110.03%0.04%0.06%Q3 2021Q2 20232
Hackensack Meridian Health, Inc. 220.05%0.05%0.05%Q2 2022Q3 20222
Sterling Group Wealth Management, LLC 220.23%0.23%0.23%Q2 2023Q3 20232
Triton Wealth Management, PLLC 220.41%0.48%0.54%Q1 2020Q2 20202
CAPSTONE INVESTMENT ADVISORS, LLC 220.01%0.01%0.02%Q1 2017Q2 20172
Baltimore-Washington Financial Advisors Inc. 220.02%0.03%0.03%Q2 2013Q3 20132
Regency Capital Management Inc.\DE 110.02%0.03%0.05%Q1 2021Q3 20212
TCG Advisors, LP 220.04%0.04%0.04%Q1 2019Q2 20192
Shelter Mutual Insurance Co 220.07%0.08%0.08%Q2 2023Q3 20232
McAdams Wright Ragen, Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
My Legacy Advisors, LLC 220.29%0.30%0.31%Q3 2022Q4 20222
Noked Israel Ltd 220.12%0.13%0.14%Q2 2023Q3 20232
Lifeworks Advisors, LLC 220.13%0.16%0.18%Q1 2022Q2 20222
K2 PRINCIPAL FUND, L.P. 110.26%1.65%3.03%Q4 2021Q4 20212
Ardent Capital Management, Inc. 220.15%0.35%0.54%Q2 2023Q3 20232
Freedom Day Solutions, LLC 220.11%0.11%0.11%Q1 2021Q2 20212
Vanguard Personalized Indexing Management, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q4 20222
Buttonwood Financial Advisors Inc. 220.26%0.32%0.38%Q2 2023Q3 20232
HAP Trading, LLC 110.00%0.00%0.00%Q3 2018Q4 20212
RIVER GLOBAL INVESTORS LLP 220.00%1.50%2.99%Q4 2016Q1 20172
Accuvest Global Advisors 220.36%1.76%3.16%Q4 2020Q1 20212
BigSur Wealth Management LLC 220.03%0.03%0.03%Q1 2022Q2 20222
MBM Wealth Consultants, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Alpha Quant Advisors, LLC 220.05%0.06%0.06%Q4 2018Q1 20192
Steward Financial Group LLC 110.00%0.01%0.02%Q2 2022Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.03%0.05%Q4 2021Q1 20222
Crumly & Associates Inc. 110.85%2.22%3.59%Q4 2019Q3 20212
Global Endowment Management, LP 220.08%0.08%0.09%Q1 2022Q2 20222
Delta Investment Management, LLC 220.10%0.11%0.12%Q3 2020Q4 20202
CLEAR STREET MARKETS LLC 110.00%0.01%0.01%Q3 2022Q1 20232
LITTLE HOUSE CAPITAL LLC 110.14%0.14%0.14%Q1 2019Q2 20202
PRIMORIS WEALTH ADVISORS, LLC 220.24%0.24%0.25%Q4 2021Q1 20222
CIBC Asset Management Inc 220.00%0.00%0.00%Q1 2023Q2 20232
Windsor Advisory Group, LLC 220.17%0.18%0.18%Q4 2022Q1 20232
RED CEDAR INVESTMENT MANAGEMENT, LLC 110.23%3.09%5.95%Q2 2020Q4 20202
Wechter Feldman Wealth Management, Inc. 220.17%0.44%0.70%Q4 2016Q1 20172
Johnson Midwest Financial, LLC 110.00%0.01%0.01%Q1 2021Q3 20212
Pendal Group Ltd 220.02%0.02%0.02%Q3 2019Q4 20192
Psagot Value Holdings Ltd. / (Israel) 220.05%0.05%0.05%Q3 2022Q4 20222
Smith & Howard Wealth Management, LLC 220.12%0.21%0.30%Q3 2019Q4 20192
Mason & Associates Inc 221.46%1.61%1.75%Q4 2021Q1 20222
Stone Toro Investment Advisers, LP 113.31%3.47%3.62%Q2 2013Q2 20142
Hutchens & Kramer Investment Management Group, LLC 220.12%0.13%0.14%Q4 2021Q1 20222
New Harbor Financial Group, LLC 220.02%0.02%0.02%Q3 2013Q4 20132
BKA Wealth Consulting, Inc. 221.53%1.55%1.57%Q2 2023Q3 20232
West Wealth Group, LLC 221.48%1.77%2.07%Q3 2022Q4 20222
FSC Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
USA FINANCIAL FORMULAS 110.01%0.01%0.01%Q3 2020Q4 20212
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%0.04%0.08%Q1 2019Q4 20212
Reynolds Investment Management, Inc. 222.70%2.73%2.77%Q1 2022Q2 20222
Catalyst Wealth Management, LLC 220.39%0.41%0.42%Q4 2022Q1 20232
Cercano Management LLC 220.19%0.48%0.76%Q4 2022Q1 20232
Plan Group Financial, LLC 221.61%2.05%2.50%Q2 2023Q3 20232
Tevis Investment Management 220.07%0.08%0.08%Q1 2022Q2 20222
Dunhill Financial, LLC 220.23%0.25%0.26%Q2 2023Q3 20232
SUMITOMO MITSUI FINANCIAL GROUP, INC. 220.00%0.00%0.00%Q1 2021Q2 20212
GUIDANCE CAPITAL, INC 220.10%5.87%11.64%Q2 2023Q3 20232
Fortune Financial Advisors, LLC 220.88%0.89%0.90%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.60%0.68%0.75%Q3 2022Q4 20222
RCS Financial Planning, LLC 220.22%0.32%0.42%Q4 2022Q1 20232
Rooted Wealth Advisors, Inc. 221.05%1.12%1.18%Q2 2023Q3 20232
REGIMEN WEALTH, LLC 220.21%0.32%0.43%Q4 2022Q1 20232
CPA Asset Management LLC 220.28%0.37%0.46%Q4 2022Q1 20232
MRP Capital Investments, LLC 112.28%2.82%3.35%Q4 2022Q2 20232
LGT Financial Advisors LLC 110.01%0.03%0.05%Q4 2022Q2 20232
TFB Advisors LLC 110.19%0.19%0.20%Q4 2022Q2 20232
Destiny Capital Corp/CO 220.19%0.26%0.32%Q1 2023Q2 20232
Grey Fox Wealth Advisors, LLC 220.04%0.04%0.05%Q4 2022Q1 20232
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.04%0.10%0.16%Q2 2023Q3 20232
Taylor Hoffman Wealth Management 220.15%0.17%0.18%Q2 2022Q3 20222
True Wealth Design, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
FFG RETIREMENT ADVISORS LLC 220.61%0.64%0.66%Q4 2022Q1 20232
Leading Edge Financial Planning LLC 220.25%0.26%0.26%Q4 2022Q1 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.44%0.81%1.18%Q4 2022Q3 20232
Grey Street Capital, LLC 220.33%0.33%0.34%Q2 2023Q3 20232
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Buck Wealth Strategies, LLC 112.31%2.38%2.45%Q3 2022Q3 20232
Vawter Financial, Ltd. 222.59%2.68%2.77%Q2 2023Q3 20232
Frank, Rimerman Advisors LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%1.02%2.05%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.13%0.13%0.13%Q2 2023Q3 20232
UNION SAVINGS BANK 221.87%1.94%2.01%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.17%0.17%0.18%Q2 2023Q3 20232
Arcataur Capital Management LLC 2213.99%14.21%14.43%Q2 2023Q3 20232
Corundum Trust Company, INC 228.58%8.73%8.88%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.07%0.09%0.10%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 220.84%0.88%0.91%Q2 2023Q3 20232
Certus Wealth Management, LLC 220.23%0.25%0.27%Q2 2023Q3 20232
Dechtman Wealth Management, LLC 226.48%6.77%7.06%Q2 2023Q3 20232
CGC Financial Services, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Exchange Bank 220.49%0.53%0.58%Q2 2023Q3 20232
LVW Advisors, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Spectrum Planning & Advisory Services Inc. 220.84%0.96%1.08%Q3 2022Q4 20222
Calamos Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20222
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.50%0.68%0.86%Q3 2013Q1 20152
Burgundy Asset Management Ltd. 220.06%0.06%0.07%Q3 2019Q4 20192
WoodTrust Financial Corp 110.06%0.10%0.15%Q3 2020Q3 20232
W.G. Shaheen & Associates DBA Whitney & Co 220.01%0.01%0.01%Q2 2018Q3 20182
Hillman Capital Management, Inc. 220.02%0.02%0.02%Q2 2021Q3 20212
Madrona Financial Services, LLC 110.11%0.13%0.16%Q1 2021Q3 20232
Compass Financial Group, Inc. 220.15%0.15%0.16%Q4 2022Q1 20232
Cumberland Partners Ltd 220.04%0.06%0.08%Q3 2021Q4 20212
Shilanski & Associates, Inc. 110.16%2.45%4.74%Q4 2019Q3 20222
CenterStar Asset Management, LLC 220.02%0.02%0.02%Q2 2020Q3 20202
ITS Asset Management, L.P. 229.40%19.30%29.21%Q2 2016Q3 20162
WEIK CAPITAL MANAGEMENT 220.12%0.12%0.12%Q4 2022Q1 20232
Alpine Global Management, LLC 110.08%0.11%0.14%Q3 2022Q3 20232
DeDora Capital, Inc. 110.04%0.05%0.07%Q4 2019Q1 20222
FORT PITT CAPITAL GROUP INC 220.03%0.03%0.03%Q1 2015Q2 20152
MARSHALL FINANCIAL GROUP INC /ADV 110.14%0.22%0.31%Q4 2018Q4 20192
HORIZON BANCORP INC /IN/ 220.01%0.01%0.01%Q2 2023Q3 20232
Lehman Financial Resources, Inc. 220.30%1.13%1.96%Q2 2018Q3 20182
Chessman Wealth Strategies RIA 110.00%4.19%8.37%Q4 2017Q3 20182
BHK Investment Advisors, LLC 220.16%0.17%0.18%Q4 2017Q1 20182
Coyle Financial Counsel LLC 220.43%0.44%0.46%Q2 2019Q3 20192
Oak Point Wealth Management 220.02%0.03%0.05%Q4 2017Q1 20182
NORTHWESTERN MUTUAL LIFE INSURANCE CO 222.56%2.61%2.65%Q2 2013Q3 20132
SMITH CAPITAL MANAGEMENT INC /AR/ADV 220.42%0.43%0.44%Q2 2020Q3 20202
Black Swift Group, LLC 110.01%0.01%0.02%Q3 2018Q1 20192
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Itau Unibanco Holding S.A. 110.02%0.04%0.05%Q3 2016Q4 20172
HANSEATIC MANAGEMENT SERVICES INC 220.27%0.66%1.05%Q1 2020Q2 20202
E&G Advisors, LP 220.08%0.08%0.08%Q1 2023Q2 20232
Main Management ETF Advisors, LLC 222.60%2.63%2.65%Q1 2022Q2 20222
STANCORP INVESTMENT ADVISERS INC 222.12%2.21%2.30%Q4 2014Q1 20152
MERIDIAN MANAGEMENT CO 220.07%0.07%0.07%Q2 2023Q3 20232
PVG ASSET MANAGEMENT CORP 110.44%0.56%0.68%Q3 2016Q4 20172
Paloma Partners Management Co 110.02%0.03%0.04%Q2 2018Q3 20202
CAPITAL MANAGEMENT ASSOCIATES /NY/ 222.19%2.99%3.78%Q3 2019Q4 20192
True Capital Management 220.18%0.19%0.20%Q4 2022Q1 20232
Wealthstar Advisors, LLC 220.07%0.10%0.14%Q2 2018Q3 20182
Radnor Capital Management, LLC 110.05%0.06%0.07%Q2 2021Q4 20212
BBVA USA 220.03%0.03%0.03%Q2 2021Q3 20212
MARVIN & PALMER ASSOCIATES INC 226.65%6.80%6.96%Q2 2018Q3 20182
Pointe Capital Management LLC 110.01%0.89%1.77%Q4 2016Q1 20232
Fragasso Group Inc. 110.03%0.26%0.50%Q4 2018Q2 20232
CIDEL ASSET MANAGEMENT INC 220.04%0.04%0.05%Q1 2015Q2 20152
BEL AIR INVESTMENT ADVISORS LLC 220.06%0.06%0.06%Q1 2021Q2 20212
SG3 Management, LLC 220.01%0.02%0.04%Q4 2021Q1 20222
TOTAL INVESTMENT MANAGEMENT INC 220.43%0.44%0.45%Q1 2019Q2 20192
VAUGHAN DAVID INVESTMENTS LLC/IL 220.01%0.01%0.02%Q1 2018Q2 20182
WHV Investments, Inc. 220.00%0.00%0.01%Q2 2013Q3 20132
ADVISORY RESEARCH INC 220.00%0.00%0.00%Q1 2015Q2 20152
Bellwether Investment Group, LLC 110.09%0.09%0.10%Q2 2016Q4 20162
NOMURA ASSET MANAGEMENT CO LTD 220.01%0.01%0.02%Q2 2018Q3 20182
ACADIAN ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
JACOBS & CO/CA 220.02%0.02%0.02%Q3 2021Q4 20212
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2014Q4 20172
PENSECO FINANCIAL SERVICES CORP 220.01%0.01%0.01%Q2 2013Q3 20132
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.14%0.17%0.21%Q4 2021Q3 20222
qPULA Trading Management LP 110.83%0.84%0.86%Q1 2021Q1 20222
Planned Solutions, Inc. 220.14%0.15%0.15%Q3 2020Q4 20202
STIFEL NICOLAUS & CO INC \MO\ 220.04%0.04%0.05%Q2 2013Q3 20132
Richard P Slaughter Associates Inc 110.09%0.11%0.13%Q4 2019Q3 20222
SEAVIEW INVESTMENT MANAGERS LLC 220.86%0.91%0.95%Q1 2021Q2 20212
Quantitative Strategies, Inc. 223.94%3.95%3.95%Q2 2023Q3 20232
COLUMBIA ADVISORY PARTNERS LLC 220.29%0.29%0.29%Q4 2022Q1 20232
Wealth Advisory Solutions, LLC 220.28%0.29%0.30%Q3 2022Q4 20222
Centennial Wealth Advisory LLC 220.58%0.76%0.95%Q4 2020Q1 20212
First Ascent Asset Management, LLC 110.04%0.06%0.08%Q1 2022Q1 20232
Signature Wealth Management Group 110.13%0.13%0.13%Q4 2021Q4 20211
Arlington Trust Co LLC 112.61%2.61%2.61%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
Planning Center, Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
Annis Gardner Whiting Capital Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
ROGCO, LP 112.64%2.64%2.64%Q3 2023Q3 20231
SYON CAPITAL LLC 110.37%0.37%0.37%Q3 2023Q3 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.01%0.01%0.01%Q4 2022Q4 20221
SYNTAX RESEARCH, INC. 111.88%1.88%1.88%Q3 2023Q3 20231
Invenire Partners, LP 1110.33%10.33%10.33%Q4 2021Q4 20211
United Community Bank 111.07%1.07%1.07%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 111.07%1.07%1.07%Q3 2023Q3 20231
GUNN & Co INVESTMENT MANAGEMENT, INC. 112.26%2.26%2.26%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 112.29%2.29%2.29%Q3 2023Q3 20231
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.01%0.01%0.01%Q3 2020Q3 20201
L & S Advisors Inc 110.06%0.06%0.06%Q4 2016Q4 20161
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Scottrade Investment Management 115.67%5.67%5.67%Q3 2017Q3 20171
Laurion Capital Management LP 110.01%0.01%0.01%Q2 2018Q2 20181
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.20%0.20%0.20%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.16%0.16%0.16%Q4 2023Q4 20231
MURPHY CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2018Q1 20181
PEAK6 Group LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Brown Miller Wealth Management, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Yellowstone Partners, LLC 111.36%1.36%1.36%Q4 2017Q4 20171
Estabrook Capital Management 110.03%0.03%0.03%Q4 2019Q4 20191
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 110.36%0.36%0.36%Q3 2023Q3 20231
America First Investment Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CTF Capital Management, LP 118.66%8.66%8.66%Q4 2022Q4 20221
Land & Buildings Investment Management 112.46%2.46%2.46%Q1 2023Q1 20231
FIDUCIARY SERVICES CORP/GA 110.09%0.09%0.09%Q4 2013Q4 20131
Treybourne Wealth Planners, Inc. 110.18%0.18%0.18%Q4 2020Q4 20201
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Next Level Private LLC 110.42%0.42%0.42%Q2 2022Q2 20221
Context Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Carlson Capital Management 110.05%0.05%0.05%Q4 2019Q4 20191
ASSET ADVISORS CORP 110.00%0.00%0.00%Q2 2014Q2 20141
Banco BTG Pactual S.A. 110.28%0.28%0.28%Q3 2022Q3 20221
Guardian Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
OVERSEA-CHINESE BANKING Corp Ltd 110.09%0.09%0.09%Q3 2023Q3 20231
Tradeworx Inc. 110.10%0.10%0.10%Q4 2013Q4 20131
Rex Capital Advisors, LLC 111.07%1.07%1.07%Q4 2022Q4 20221
SEARCY FINANCIAL SERVICES INC /ADV 110.41%0.41%0.41%Q4 2018Q4 20181
Parcion Private Wealth LLC 110.02%0.02%0.02%Q2 2022Q2 20221
CAPRIN ASSET MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q3 2016Q3 20161
Advance Capital Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Rather & Kittrell, Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
Urban Wealth Management, LLC 111.26%1.26%1.26%Q4 2020Q4 20201
Alphadyne Asset Management LP 1113.03%13.03%13.03%Q2 2022Q2 20221
INSPIRION WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
HORAN CAPITAL MANAGEMENT 110.04%0.04%0.04%Q1 2017Q1 20171
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Arlington Financial Advisors, LLC 110.36%0.36%0.36%Q4 2022Q4 20221
GABLES CAPITAL MANAGEMENT INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Weatherstone Capital Management 110.11%0.11%0.11%Q4 2018Q4 20181
FNY Investment Advisers, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
COWEN AND COMPANY, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
AMJ Financial Wealth Management 110.30%0.30%0.30%Q2 2021Q2 20211
Nauset Wealth Management. LLC 111.59%1.59%1.59%Q1 2022Q1 20221
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BALYASNY ASSET MANAGEMENT L.P. 110.46%0.46%0.46%Q3 2023Q3 20231
Bluefin Trading, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Beaton Management Co. Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Maven Securities LTD 110.01%0.01%0.01%Q1 2023Q1 20231
MACKAY SHIELDS LLC 110.11%0.11%0.11%Q1 2021Q1 20211
XR Securities LLC 110.02%0.02%0.02%Q4 2022Q4 20221
ClariVest Asset Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CapWealth Advisors, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Royal Harbor Partners, LLC 113.38%3.38%3.38%Q4 2019Q4 20191
SEI TRUST CO 110.00%0.00%0.00%Q2 2013Q2 20131
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Arbor Investment Advisors, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Gallagher Benefit Services, Inc. 110.18%0.18%0.18%Q4 2022Q4 20221
SP Asset Management 110.09%0.09%0.09%Q1 2020Q1 20201
Reby Advisors, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Bridgewealth Advisory Group, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
CARDEROCK CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2021Q3 20211
ARGENT TRUST COMPANY, N.A. 110.12%0.12%0.12%Q2 2014Q2 20141
Barton Investment Management 110.00%0.00%0.00%Q4 2015Q4 20151
Parasol Investment Management, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
PACES FERRY WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
IAM Advisory, LLC 110.39%0.39%0.39%Q2 2021Q2 20211
FCA CORP /TX 110.06%0.06%0.06%Q1 2021Q1 20211
Belvedere Advisors LLC 110.35%0.35%0.35%Q1 2019Q1 20191
Independent Family Office, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Darrow Company, Inc. 110.06%0.06%0.06%Q2 2022Q2 20221
Penserra Capital Management LLC 110.14%0.14%0.14%Q3 2018Q3 20181
CS MCKEE LP 110.01%0.01%0.01%Q2 2016Q2 20161
G2 Investment Partners Management LLC 116.78%6.78%6.78%Q4 2016Q4 20161
TOBIAS FINANCIAL ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Penn Capital Management Company, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
TPG Financial Advisors, LLC 110.19%0.19%0.19%Q2 2019Q2 20191
Sonora Investment Management Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Western Pacific Wealth Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Shore Point Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Johnson Financial Group, LLC 110.18%0.18%0.18%Q1 2020Q1 20201
PRW Wealth Management LLC 110.22%0.22%0.22%Q2 2021Q2 20211
PEAVINE CAPITAL, LLC 110.17%0.17%0.17%Q3 2018Q3 20181
Financial Avengers, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Strategic Investment Advisors / MI 111.55%1.55%1.55%Q4 2018Q4 20181
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Eagle Bluffs Wealth Management LLC 110.16%0.16%0.16%Q2 2023Q2 20231
SEIZERT CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Loudon Investment Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
CAMDEN NATIONAL CORP 110.99%0.99%0.99%Q1 2021Q1 20211
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.23%0.23%0.23%Q1 2020Q1 20201
Parkwood LLC 110.94%0.94%0.94%Q3 2016Q3 20161
Rathbones Group PLC 110.01%0.01%0.01%Q3 2023Q3 20231
Three Peaks Capital Management, LLC 110.08%0.08%0.08%Q3 2018Q3 20181
Ensemble Capital Management 110.58%0.58%0.58%Q4 2016Q4 20161
Warren Street Wealth Advisors, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Adams Asset Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
DESTINY CAPITAL SECURITIES CORPORATION 110.38%0.38%0.38%Q3 2023Q3 20231
Tatro Capital, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Aspire Capital Advisors LLC 110.16%0.16%0.16%Q3 2023Q3 20231
EFG Asset Management (Americas) Corp. 110.10%0.10%0.10%Q1 2018Q1 20181
Genesee Capital Advisors, LLC 110.39%0.39%0.39%Q2 2021Q2 20211
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
RWWM, Inc. 110.07%0.07%0.07%Q4 2017Q4 20171
FIRST FINANCIAL EQUITY CORPORATION 110.61%0.61%0.61%Q1 2017Q1 20171
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Questar Asset Management, Inc. 113.14%3.14%3.14%Q4 2018Q4 20181
Wellington Shields & Co., LLC 112.19%2.19%2.19%Q3 2019Q3 20191
EMORY UNIVERSITY 115.68%5.68%5.68%Q2 2011Q2 20111
PERSONAL FINANCIAL CONSULTANTS INC /ADV 110.49%0.49%0.49%Q3 2018Q3 20181
Concentrum Wealth Management 110.22%0.22%0.22%Q3 2023Q3 20231
Wealth CMT 110.20%0.20%0.20%Q1 2023Q1 20231
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 116.80%6.80%6.80%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.48%0.48%0.48%Q2 2021Q2 20211
DOPKINS WEALTH MANAGEMENT, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
EAGLE ASSET MANAGEMENT INC 110.01%0.01%0.01%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
Clarfeld Financial Advisors, LLC 110.31%0.31%0.31%Q4 2018Q4 20181
Bouchey Financial Group Ltd 110.05%0.05%0.05%Q3 2023Q3 20231
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Hutchin Hill Capital, LP 110.10%0.10%0.10%Q1 2015Q1 20151
Paradigm Financial Partners, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Centerstone Investors, LLC 110.47%0.47%0.47%Q3 2021Q3 20211
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
DRW Securities, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Gillson Capital LP 110.88%0.88%0.88%Q4 2021Q4 20211
Granite Point Capital Management, L.P. 115.43%5.43%5.43%Q4 2013Q4 20131
TDAM USA INC. 110.02%0.02%0.02%Q3 2013Q3 20131
ANCHOR CAPITAL ADVISORS LLC 110.08%0.08%0.08%Q4 2015Q4 20151
ICICI Prudential Asset Management Co Ltd 110.03%0.03%0.03%Q1 2023Q1 20231
Andrew Hill Investment Advisors, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Verus Financial Partners, Inc. 110.08%0.08%0.08%Q3 2020Q3 20201
Evanston Investments, Inc., dba Evanston Advisors 110.11%0.11%0.11%Q4 2018Q4 20181
PENN DAVIS MCFARLAND INC 110.04%0.04%0.04%Q1 2022Q1 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Hobart Private Capital, LLC 111.65%1.65%1.65%Q4 2022Q4 20221
SAWGRASS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MCDANIEL TERRY & CO 110.04%0.04%0.04%Q4 2021Q4 20211
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Point72 Hong Kong Ltd 112.73%2.73%2.73%Q1 2016Q1 20161
Morningstar Investment Services LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Nalls Sherbakoff Group, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
Waypoint Wealth Partners Inc. 110.21%0.21%0.21%Q3 2023Q3 20231
Iron Horse Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Signator Financial Services, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Revisor Wealth Management LLC 110.24%0.24%0.24%Q1 2023Q1 20231
INTRUST BANK NA 111.04%1.04%1.04%Q2 2013Q2 20131
Financial Gravity Companies, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
New World Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Indiana Trust & Investment Management CO 110.38%0.38%0.38%Q3 2023Q3 20231
AFS Financial Group, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
CHURCHILL MANAGEMENT Corp 110.26%0.26%0.26%Q4 2021Q4 20211
Miramar Capital, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
HNP Capital LLC 110.54%0.54%0.54%Q1 2020Q1 20201
Hapanowicz & Associates Financial Services, Inc 110.22%0.22%0.22%Q2 2017Q2 20171
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
EXCHANGE TRADED CONCEPTS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
BANYAN CAPITAL MANAGEMENT, INC. 111.17%1.17%1.17%Q4 2018Q4 20181
Jentner Corp 110.15%0.15%0.15%Q2 2021Q2 20211
NorthLanding Financial Partners, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
DERBY & COMPANY, INC 110.10%0.10%0.10%Q4 2019Q4 20191
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
First Allied Asset Management, Inc. 110.07%0.07%0.07%Q2 2013Q2 20131
THOMPSON DAVIS & CO., INC. 110.02%0.02%0.02%Q3 2018Q3 20181
FIRST INTERSTATE BANCSYSTEM INC 116.46%6.46%6.46%Q1 2021Q1 20211
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.02%0.02%0.02%Q2 2016Q2 20161
LifePro Asset Management 110.30%0.30%0.30%Q3 2023Q3 20231
SYSTEMATIC FINANCIAL MANAGEMENT LP 110.00%0.00%0.00%Q4 2018Q4 20181
TL Private Wealth 110.91%0.91%0.91%Q2 2022Q2 20221
NSI Retail Advisors, LLC 110.53%0.53%0.53%Q4 2022Q4 20221
ADVISOR CONSULTANT NETWORK INC 110.13%0.13%0.13%Q3 2016Q3 20161
HARTLINE INVESTMENT CORP/ 110.31%0.31%0.31%Q3 2022Q3 20221
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
Roof Eidam Maycock Peralta, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CSM Advisors, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
VAN ECK ASSOCIATES CORP 110.06%0.06%0.06%Q4 2016Q4 20161
Main Management Fund Advisors LLC 1111.25%11.25%11.25%Q2 2022Q2 20221
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Ironsides Asset Advisors, LLC 110.06%0.06%0.06%Q2 2014Q2 20141
Clarity Financial LLC 110.18%0.18%0.18%Q1 2021Q1 20211
NAVELLIER & ASSOCIATES INC 110.26%0.26%0.26%Q3 2023Q3 20231
MONOGRAPH WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
WT Wealth Management 110.10%0.10%0.10%Q1 2021Q1 20211
Koss-Olinger Consulting, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Blue Zone Wealth Advisors, LLC 110.80%0.80%0.80%Q4 2019Q4 20191
Choice Wealth Advisors, LLC 110.54%0.54%0.54%Q2 2022Q2 20221
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
OLD MISSION CAPITAL, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Guardian Wealth Advisors, LLC 110.67%0.67%0.67%Q1 2021Q1 20211
Osbon Capital Management LLC 110.84%0.84%0.84%Q2 2019Q2 20191
NexWave Capital Partners LLC 114.36%4.36%4.36%Q4 2019Q4 20191
BTR CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q3 2022Q3 20221
GRIFFIN ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2019Q2 20191
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Arvest Bank Trust Division 110.03%0.03%0.03%Q1 2018Q1 20181
FLYNN ZITO CAPITAL MANAGEMENT, LLC 115.96%5.96%5.96%Q2 2022Q2 20221
DIMENSION CAPITAL MANAGEMENT LLC 110.26%0.26%0.26%Q2 2019Q2 20191
Lazard Freres Gestion S.A.S. 110.01%0.01%0.01%Q3 2023Q3 20231
Industrial Alliance Investment Management Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
CXI Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
First Citizens Asset Management, Inc. 110.14%0.14%0.14%Q4 2022Q4 20221
Commonwealth Retirement Investments LLC 110.23%0.23%0.23%Q4 2022Q4 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
IronBridge Private Wealth, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Seven Springs Wealth Group, LLC 110.51%0.51%0.51%Q4 2019Q4 20191
Northern Financial Advisors Inc 110.38%0.38%0.38%Q4 2022Q4 20221
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Polar Asset Management Partners Inc. 110.85%0.85%0.85%Q1 2019Q1 20191
Weiss Asset Management LP 110.15%0.15%0.15%Q2 2023Q2 20231
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Garden State Investment Advisory Services LLC 110.08%0.08%0.08%Q2 2023Q2 20231
COMMUNITY TRUST & INVESTMENT CO 110.02%0.02%0.02%Q3 2018Q3 20181
Requisite Energy Fund I LP 111.69%1.69%1.69%Q4 2018Q4 20181
Ethos Financial Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Second Half Financial Partners, LLC 110.47%0.47%0.47%Q2 2023Q2 20231
ACUTE INVESTMENT ADVISORY, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Coulter & Justus Financial Services, LLC 115.31%5.31%5.31%Q1 2022Q1 20221
Sonoma Private Wealth LLC 110.80%0.80%0.80%Q1 2023Q1 20231
LMG Wealth Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Holistic Financial Partners 110.19%0.19%0.19%Q1 2019Q1 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
ASB Consultores, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MFA WEALTH ADVISORS, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Capital Square, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
BW Gestao de Investimentos Ltda. 110.93%0.93%0.93%Q1 2023Q1 20231
Ruedi Wealth Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Berkeley Capital Partners, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Wellesley Investment Partners, LLC 110.47%0.47%0.47%Q4 2015Q4 20151
Northwest Bank & Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Wallace Advisory Group, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
SUTTON PLACE INVESTORS LLC 110.31%0.31%0.31%Q3 2022Q3 20221
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2017Q1 20171
ERN LLC 110.93%0.93%0.93%Q2 2022Q2 20221
ANGELES WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Beaumont Asset Management, L.L.C. 110.96%0.96%0.96%Q4 2019Q4 20191
Bridge Advisory, LLC 110.76%0.76%0.76%Q3 2023Q3 20231
Robbins Farley 110.02%0.02%0.02%Q3 2021Q3 20211
Lucia Wealth Services, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Arizona State Retirement System 110.01%0.01%0.01%Q1 2017Q1 20171
Buttonwood Financial Group, LLC 112.07%2.07%2.07%Q4 2022Q4 20221
Wilks Brothers, LLC 110.17%0.17%0.17%Q2 2018Q2 20181
PIERSHALE FINANCIAL GROUP, INC. 110.02%0.02%0.02%Q4 2015Q4 20151
Westbourne Investment Advisors, Inc. 110.10%0.10%0.10%Q3 2018Q3 20181
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Waterloo Capital, L.P. 110.08%0.08%0.08%Q1 2023Q1 20231
Permit Capital Advisors, LLC 111.49%1.49%1.49%Q1 2022Q1 20221
Aletheian Wealth Advisors LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Smallwood Wealth Investment Management, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.09%0.09%0.09%Q1 2022Q1 20221
CAPITAL ONE FINANCIAL CORP 110.04%0.04%0.04%Q1 2020Q1 20201
Carter Financial Group, INC. 110.34%0.34%0.34%Q1 2022Q1 20221
McCutchen Group LLC 110.16%0.16%0.16%Q1 2019Q1 20191
Noble Family Wealth, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
AURORA FINANCIAL ADVISORS, LLC 110.38%0.38%0.38%Q4 2017Q4 20171
My Personal CFO, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Thinkbetter Group LLC 113.20%3.20%3.20%Q3 2021Q3 20211
Modus Advisors, LLC 110.13%0.13%0.13%Q4 2023Q4 20231
Doman Group, LLC 110.62%0.62%0.62%Q4 2021Q4 20211
Simplicity Wealth,LLC 110.34%0.34%0.34%Q4 2022Q4 20221
Atomi Financial Group, Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
Illinois Municipal Retirement Fund 110.06%0.06%0.06%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
TradeLink Global Equity LLC 110.16%0.16%0.16%Q3 2014Q3 20141
Itau USA Asset Management Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
United Asset Strategies, Inc. 110.05%0.05%0.05%Q3 2018Q3 20181
SYMONS CAPITAL MANAGEMENT INC 110.07%0.07%0.07%Q4 2017Q4 20171
Mariner Wealth Advisors-NYC, LLC 110.37%0.37%0.37%Q1 2015Q1 20151
Geller Advisors LLC 110.10%0.10%0.10%Q2 2017Q2 20171
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Kure Advisory, LLC 114.31%4.31%4.31%Q3 2023Q3 20231
WIT, LLC 111.45%1.45%1.45%Q1 2022Q1 20221
PYA Waltman Capital, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
ROYCE & ASSOCIATES LP 110.02%0.02%0.02%Q2 2013Q2 20131
KPP Advisory Services LLC 110.92%0.92%0.92%Q3 2023Q3 20231
AAFMAA Wealth Management & Trust LLC 110.10%0.10%0.10%Q4 2020Q4 20201
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 111.34%1.34%1.34%Q2 2023Q2 20231
Granite Bay Wealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
South Dakota Investment Council 110.01%0.01%0.01%Q3 2019Q3 20191
Roger Wittlin Investment Advisory, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
NORTH STAR ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
Telemetry Investments, L.L.C. 110.21%0.21%0.21%Q3 2017Q3 20171
MITCHELL MCLEOD PUGH & WILLIAMS INC 110.08%0.08%0.08%Q3 2022Q3 20221
FORTE CAPITAL LLC /ADV 110.04%0.04%0.04%Q3 2023Q3 20231
COHEN LAWRENCE B 110.25%0.25%0.25%Q4 2021Q4 20211
MARSHALL WACE, LLP 110.41%0.41%0.41%Q2 2013Q2 20131
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.23%0.23%0.23%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.22%0.22%0.22%Q3 2023Q3 20231
External links

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