ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023111
Rehmann Capital Advisory Group 4020.04%0.15%0.62%Q4 2008Q3 202357
HUNTINGTON NATIONAL BANK 4330.00%0.04%0.09%Q1 2010Q3 202351
Cutler Group LLC / CA 1270.00%0.00%0.02%Q4 2015Q1 202350
MUFG Americas Holdings Corp 48480.07%0.19%0.35%Q4 2010Q3 202248
MCF Advisors LLC 4070.07%0.61%2.56%Q4 2011Q3 202347
DONALDSON CAPITAL MANAGEMENT, LLC 4060.01%0.57%0.91%Q1 2010Q4 202146
GOLDMAN SACHS GROUP INC 4230.00%0.00%0.01%Q1 2012Q3 202345
Joel Isaacson & Co., LLC 44440.01%0.08%0.14%Q4 2012Q3 202344
Capital Analysts, LLC 44440.05%0.49%1.54%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.03%0.06%0.10%Q4 2012Q3 202344
Cetera Advisor Networks LLC 43430.02%0.18%0.55%Q1 2013Q3 202343
BLAIR WILLIAM & CO/IL 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
FMR LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.06%0.10%0.15%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.03%0.06%0.10%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.21%0.33%0.45%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.02%0.06%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.04%0.10%0.27%Q2 2013Q3 202342
GREENLEAF TRUST 42420.04%0.11%0.46%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.07%0.10%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.01%0.03%0.04%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.01%0.02%Q2 2013Q3 202342
BAR HARBOR WEALTH MANAGEMENT 42420.02%0.10%0.16%Q1 2013Q2 202342
GHP Investment Advisors, Inc. 42421.11%2.20%3.53%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.29%0.83%1.41%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.06%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.02%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.12%0.17%0.21%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.04%0.06%0.08%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.03%0.04%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.01%0.01%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.03%0.15%0.33%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
JNBA Financial Advisors 42420.00%0.36%0.91%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.00%0.01%0.06%Q2 2013Q3 202342
COLONY GROUP LLC 42420.02%0.17%0.42%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.02%0.03%0.04%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.02%0.03%0.08%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.12%1.11%3.14%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.14%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.22%0.46%0.97%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.03%0.08%Q2 2013Q3 202342
Sandy Spring Bank 42420.00%0.01%0.01%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.02%0.06%0.20%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.63%2.26%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.35%0.68%0.94%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.04%0.14%0.43%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.04%0.12%0.36%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.02%0.02%0.03%Q2 2013Q3 202342
SPC Financial, Inc. 42421.55%2.65%3.95%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.03%0.19%0.59%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.18%0.67%Q2 2013Q3 202342
Mariner, LLC 42420.03%0.12%0.30%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.03%0.04%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42420.36%1.34%2.98%Q2 2013Q3 202342
MOTCO 42420.02%0.02%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.04%0.13%0.19%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.62%1.60%2.13%Q2 2013Q3 202342
ALESCO ADVISORS LLC 42420.04%0.15%0.42%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.04%0.10%0.20%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.03%0.04%0.07%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.96%1.38%1.82%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Creative Planning 3380.01%0.01%0.02%Q2 2013Q3 202341
DUNCKER STREETT & CO INC 25160.02%0.03%0.04%Q2 2013Q3 202341
Gradient Investments LLC 24170.00%0.02%0.83%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.03%0.11%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.01%0.02%0.03%Q2 2013Q3 202341
FRANKLIN RESOURCES INC 3830.00%0.00%0.01%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.11%0.29%0.57%Q3 2013Q3 202341
M&T BANK CORP 26150.00%0.42%0.82%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.01%0.13%0.33%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.05%0.07%0.15%Q2 2013Q3 202341
OARSMAN CAPITAL, INC. 27140.66%0.92%1.31%Q2 2013Q3 202341
Liberty Capital Management, Inc. 29120.11%0.20%0.29%Q2 2013Q3 202341
Ifrah Financial Services, Inc. 41410.51%1.79%4.02%Q3 2013Q3 202341
Bangor Savings Bank 41410.04%0.06%0.08%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
FORVIS Wealth Advisors, LLC 41410.01%0.04%0.14%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.05%0.13%0.48%Q2 2013Q3 202341
D.A. DAVIDSON & CO. 41410.00%0.02%0.05%Q2 2013Q2 202341
BOKF, NA 3290.08%0.12%0.16%Q2 2013Q3 202341
JANE STREET GROUP, LLC 1010.00%0.01%0.07%Q1 2014Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.82%1.14%1.36%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.36%0.75%1.26%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.02%0.12%0.37%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40401.37%2.36%3.48%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.03%0.09%0.43%Q4 2013Q3 202340
Thomasville National Bank 27130.18%0.25%0.34%Q2 2013Q3 202340
CITY HOLDING CO 40400.12%0.15%0.22%Q4 2013Q3 202340
CAPTRUST FINANCIAL ADVISORS 2950.00%0.03%0.08%Q2 2013Q3 202340
WESBANCO BANK INC 3040.02%0.03%0.04%Q2 2013Q3 202340
Montecito Bank & Trust 39390.12%0.16%0.25%Q2 2014Q4 202339
STIFEL FINANCIAL CORP 39390.03%0.13%0.33%Q1 2014Q3 202339
Advisory Services Network, LLC 27120.02%0.15%0.50%Q4 2013Q3 202339
WealthTrust Axiom LLC 3630.07%0.10%0.12%Q4 2013Q3 202339
One Capital Management, LLC 39390.02%1.40%2.47%Q1 2014Q3 202339
Regal Investment Advisors LLC 2710.02%0.09%0.19%Q2 2013Q3 202339
Shoker Investment Counsel, Inc. 25140.24%0.34%0.43%Q4 2013Q3 202339
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 25140.05%0.09%0.18%Q4 2013Q3 202339
TCTC Holdings, LLC 3630.01%0.02%0.02%Q4 2013Q3 202339
ARGI Investment Services, LLC 3260.02%0.12%0.39%Q2 2013Q4 202238
Beaumont Financial Partners, LLC 38380.61%2.51%4.49%Q2 2013Q3 202238
DOWLING & YAHNKE LLC 38380.45%0.94%1.42%Q2 2013Q3 202238
First Heartland Consultants, Inc. 2420.02%0.52%2.78%Q2 2013Q3 202338
CONNING INC. 38380.03%0.07%0.10%Q2 2014Q3 202338
Cetera Advisors LLC 3620.02%0.14%0.46%Q4 2013Q3 202338
JFS WEALTH ADVISORS, LLC 38380.00%0.08%0.40%Q2 2014Q3 202338
Tower Research Capital LLC (TRC) 2910.00%0.16%0.44%Q4 2013Q3 202337
Plante Moran Financial Advisors, LLC 37370.01%0.04%0.10%Q3 2014Q3 202337
Ameritas Investment Partners, Inc. 3610.01%0.02%0.45%Q2 2013Q3 202337
Tortoise Investment Management, LLC 36360.00%0.00%0.00%Q4 2014Q3 202336
MAI Capital Management 36360.04%0.11%0.15%Q4 2014Q3 202336
EATON VANCE MANAGEMENT 36360.00%0.00%0.01%Q4 2013Q3 202236
COMMERCE BANK 36360.00%0.01%0.01%Q4 2014Q3 202336
ProVise Management Group, LLC 36360.03%0.06%0.14%Q2 2013Q1 202236
BROWN ADVISORY INC 1810.00%0.00%0.00%Q2 2013Q3 202336
Sigma Planning Corp 36360.15%0.38%1.35%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.03%0.05%0.08%Q4 2014Q3 202336
Sunbelt Securities, Inc. 36360.17%0.83%1.88%Q4 2014Q3 202336
Neumann Capital Management, LLC 36360.75%1.35%1.68%Q4 2014Q3 202336
UBS Group AG 36360.03%0.04%0.05%Q4 2014Q3 202336
FIRST NATIONAL BANK OF OMAHA 36360.02%0.03%0.04%Q4 2013Q3 202236
Chicago Partners Investment Group LLC 36360.29%0.49%0.75%Q4 2014Q3 202336
Family Firm, Inc. 36360.45%0.52%0.63%Q4 2014Q3 202336
Capital Investment Advisors, LLC 3420.01%0.02%0.03%Q4 2014Q4 202336
West Coast Financial LLC 14100.04%0.08%0.17%Q3 2014Q3 202335
Blue Edge Capital, LLC 35350.13%1.57%2.28%Q1 2015Q3 202335
Stratos Wealth Partners, LTD. 35350.02%0.09%0.30%Q1 2015Q3 202335
Acropolis Investment Management, LLC 35350.03%0.05%0.08%Q1 2015Q3 202335
NWAM LLC 13100.01%0.32%1.32%Q2 2012Q3 202335
ENTERPRISE FINANCIAL SERVICES CORP 3310.01%0.02%0.04%Q2 2013Q2 202235
Roble, Belko & Company, Inc 35350.03%0.05%0.09%Q1 2015Q3 202335
HighTower Advisors, LLC 35350.00%0.05%0.10%Q1 2015Q3 202335
Ironwood Financial, llc 3140.06%0.21%0.55%Q4 2014Q3 202335
SECURITY NATIONAL TRUST CO 34340.54%0.93%1.50%Q2 2013Q3 202134
CAHILL FINANCIAL ADVISORS INC 2530.03%0.30%0.45%Q4 2013Q3 202334
CENTRAL BANK & TRUST CO 34340.00%0.03%0.04%Q2 2015Q3 202334
MV CAPITAL MANAGEMENT, INC. 22120.00%0.64%1.95%Q4 2014Q3 202334
DUMONT & BLAKE INVESTMENT ADVISORS LLC 34340.94%1.22%1.44%Q2 2015Q3 202334
NorthRock Partners, LLC 34340.17%2.84%8.00%Q2 2015Q3 202334
ASSETMARK, INC 3310.00%0.02%0.70%Q3 2013Q3 202334
BADGLEY PHELPS & BELL INC 33330.05%0.58%1.09%Q2 2013Q2 202133
Gemmer Asset Management LLC 33330.01%0.07%0.80%Q1 2014Q1 202233
Alexandria Capital, LLC 2760.03%0.07%0.29%Q2 2013Q3 202133
IndexIQ Advisors LLC 33330.00%0.64%2.47%Q1 2014Q1 202233
INTERACTIVE FINANCIAL ADVISORS, INC. 2310.00%1.78%11.73%Q2 2013Q2 202233
Cottage Street Advisors LLC 32323.39%4.00%6.24%Q4 2015Q3 202332
MASSMUTUAL TRUST CO FSB/ADV 2930.00%0.00%0.00%Q4 2015Q4 202332
JOHNSON INVESTMENT COUNSEL INC 32320.01%0.01%0.01%Q4 2015Q3 202332
COMERICA BANK 2210.00%0.02%0.05%Q2 2013Q3 202332
PACIFIC FINANCIAL GROUP INC 2010.06%0.78%1.53%Q2 2013Q3 202332
FAS Wealth Partners, Inc. 32320.05%0.09%0.30%Q4 2015Q3 202332
CLEAR INVESTMENT RESEARCH, LLC 32320.29%0.53%0.69%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
UMB Bank, n.a. 32320.13%0.32%0.46%Q4 2015Q3 202332
Affiance Financial, LLC 19130.03%0.23%0.44%Q4 2014Q4 202232
Edmonds Duncan Registered Investment Advisors, LLC 32320.47%1.40%3.29%Q4 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.05%0.06%0.08%Q4 2015Q3 202332
Sutton Wealth Advisors Inc. 31310.05%0.07%0.14%Q1 2016Q3 202331
Asset Dedication, LLC 2650.00%0.11%0.33%Q4 2015Q3 202331
IFP Advisors, Inc 17140.01%0.10%0.27%Q4 2015Q3 202331
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31310.19%0.37%0.68%Q1 2016Q3 202331
SIGNATUREFD, LLC 2380.00%0.00%0.01%Q4 2014Q3 202331
Baltimore-Washington Financial Advisors, Inc. 31310.86%1.36%1.92%Q1 2016Q3 202331
Palisades Hudson Asset Management, L.P. 31310.66%4.23%6.57%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.02%0.04%Q1 2016Q3 202331
BARCLAYS PLC 31310.00%0.00%0.03%Q3 2015Q1 202331
CIBC Private Wealth Group, LLC 17130.00%0.04%0.23%Q1 2016Q3 202330
BESSEMER GROUP INC 2730.00%0.00%0.00%Q2 2013Q3 202330
First Allied Advisory Services, Inc. 30300.07%0.21%0.53%Q2 2013Q3 202030
VICUS CAPITAL 1810.03%0.14%0.46%Q2 2014Q3 202330
People's United Financial, Inc. 1710.00%0.01%0.03%Q2 2013Q1 202230
Family Capital Trust Co 30301.72%2.17%2.60%Q1 2016Q2 202330
OPTIMUM INVESTMENT ADVISORS 2370.01%0.05%0.07%Q3 2013Q3 202330
LifePlan Financial Group, Inc 30300.58%2.07%5.38%Q2 2013Q3 202030
QUANTUM CAPITAL MANAGEMENT 30300.04%0.13%0.29%Q2 2013Q3 202030
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2520.13%0.52%3.02%Q2 2014Q3 202230
MONETA GROUP INVESTMENT ADVISORS LLC 2910.03%0.16%0.32%Q3 2015Q3 202330
Prospera Financial Services Inc 1330.01%0.07%0.29%Q3 2013Q3 202330
SIGMA INVESTMENT COUNSELORS INC 17120.02%0.03%0.04%Q2 2016Q3 202329
QUADRANT CAPITAL GROUP LLC 29290.01%0.02%0.03%Q3 2016Q3 202329
NEXT Financial Group, Inc 16130.01%0.12%0.52%Q3 2014Q4 202129
LEVEL FOUR ADVISORY SERVICES, LLC 28280.24%0.59%1.31%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28280.00%0.03%0.04%Q4 2016Q3 202328
Modera Wealth Management, LLC 2710.02%0.12%0.31%Q3 2016Q3 202328
Garde Capital, Inc. 1240.02%0.04%0.20%Q2 2014Q3 202328
Parallel Advisors, LLC 28280.00%0.04%0.10%Q4 2016Q3 202328
Ullmann Wealth Partners Group, LLC 28280.34%1.48%5.24%Q4 2016Q3 202328
Perkins Coie Trust Co 28280.01%0.02%0.03%Q4 2016Q3 202328
Private Advisory Group LLC 28280.17%0.99%2.12%Q4 2016Q3 202328
Probity Advisors, Inc. 1822.48%2.89%3.50%Q2 2016Q3 202328
B. Riley Wealth Advisors, Inc. 14140.01%0.25%0.56%Q2 2013Q3 202328
FIRST TRUST ADVISORS LP 2310.00%0.00%0.00%Q3 2013Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.30%2.63%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.08%0.20%Q4 2016Q3 202328
Citadel Advisors 910.00%0.00%0.01%Q3 2014Q3 202327
Lido Advisors, LLC 27270.04%0.12%0.24%Q1 2017Q3 202327
American Trust Investment Advisors, LLC 2160.12%0.20%0.28%Q4 2014Q1 202227
Private Wealth Advisors, Inc. 27270.16%0.27%0.58%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.01%0.09%0.40%Q4 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.10%0.13%0.22%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.10%0.29%Q2 2013Q4 201927
RAYMOND JAMES TRUST N.A. 2430.02%0.03%0.05%Q1 2015Q3 202327
Norway Savings Bank 2610.04%0.13%0.26%Q4 2016Q3 202327
COUNTRY TRUST BANK 27270.00%0.00%0.01%Q2 2017Q4 202327
Stratford Consulting, LLC 27270.32%0.38%0.42%Q2 2013Q4 201927
Baird Financial Group, Inc. 27270.00%0.01%0.02%Q1 2017Q3 202327
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.01%0.07%0.14%Q2 2013Q3 201926
Moisand Fitzgerald Tamayo, LLC 1820.01%0.05%0.09%Q4 2015Q3 202326
Freedom Investment Management, Inc. 2310.01%0.07%0.19%Q1 2013Q2 202326
Providence First Trust Co 26260.16%1.05%1.53%Q2 2017Q3 202326
Ahrens Investment Partners LLC 26260.13%0.69%1.49%Q4 2016Q1 202326
Patriot Financial Group Insurance Agency, LLC 2060.01%0.03%0.09%Q4 2016Q2 202326
AFT, FORSYTH & COMPANY, INC. 2420.79%0.93%1.08%Q2 2013Q3 202326
Sargent Bickham Lagudis LLC 26260.00%0.00%0.01%Q3 2016Q4 202226
Sheaff Brock Investment Advisors, LLC 2330.02%0.03%0.04%Q4 2016Q3 202326
MAIRS & POWER INC 2210.00%0.00%0.00%Q1 2014Q1 202126
MML INVESTORS SERVICES, LLC 26260.04%0.14%0.24%Q2 2017Q3 202326
BALDWIN BROTHERS LLC/MA 25250.00%0.01%0.01%Q4 2017Q4 202325
Private Ocean, LLC 13120.01%0.04%0.07%Q4 2013Q3 202325
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 25250.03%0.16%0.38%Q3 2017Q3 202325
McKinley Carter Wealth Services, Inc. 13120.12%0.24%0.71%Q4 2016Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.11%0.25%Q2 2017Q2 202325
LINCOLN NATIONAL CORP 25250.01%0.02%0.10%Q3 2017Q3 202325
Intercontinental Wealth Advisors, LLC 25250.13%0.29%0.39%Q2 2017Q2 202325
Bogart Wealth, LLC 25250.01%0.02%0.04%Q3 2017Q3 202325
CWM, LLC 1610.00%0.02%0.19%Q1 2017Q3 202325
Bragg Financial Advisors, Inc 25250.03%0.04%0.06%Q3 2017Q3 202325
COBIZ WEALTH, LLC 25250.15%0.21%0.28%Q2 2013Q2 201925
Summit X, LLC 25250.01%0.16%0.28%Q2 2017Q2 202325
Valeo Financial Advisors, LLC 25250.01%0.03%0.05%Q3 2017Q3 202325
Carmichael Hill & Associates, Inc. 24240.13%0.21%0.31%Q4 2017Q3 202324
Broadview Financial Management, LLC 24241.90%2.26%3.07%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.04%0.23%0.76%Q4 2017Q3 202324
Slow Capital, Inc. 24240.18%0.28%0.47%Q4 2017Q3 202324
DELTA ASSET MANAGEMENT LLC/TN 2040.00%0.00%0.00%Q1 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.37%0.64%1.08%Q4 2017Q3 202324
CABOT WEALTH MANAGEMENT INC 1950.03%0.19%0.31%Q2 2013Q1 202324
AdvisorNet Financial, Inc 24240.00%0.13%0.19%Q4 2017Q3 202324
Front Row Advisors LLC 24240.24%0.32%0.42%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
WealthTrust Fairport, LLC 24240.62%0.95%1.44%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.14%0.29%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24240.12%0.19%0.28%Q4 2017Q3 202324
CNB Bank 24240.01%0.01%0.02%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24242.44%6.66%13.40%Q4 2017Q3 202324
Goldstein Munger & Associates 24240.09%0.11%0.14%Q4 2016Q3 202224
SYNOVUS FINANCIAL CORP 1340.00%0.01%0.01%Q2 2017Q3 202324
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.17%0.22%0.27%Q2 2013Q4 201823
BUCKINGHAM STRATEGIC WEALTH, LLC 13100.01%0.03%0.08%Q4 2017Q3 202323
Patten Group, Inc. 1510.00%0.04%0.13%Q4 2014Q3 202323
Brookstone Capital Management 12110.02%0.31%1.15%Q1 2016Q3 202323
Spectrum Management Group, LLC 2120.02%0.02%0.03%Q3 2015Q3 202223
Rockefeller Capital Management L.P. 23230.03%0.04%0.08%Q1 2018Q3 202323
Financial Advocates Investment Management 23230.03%0.16%0.25%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 23230.08%0.16%0.26%Q4 2017Q2 202323
SONATA CAPITAL GROUP INC 23230.40%1.18%2.42%Q1 2018Q3 202323
Lowe Wealth Advisors, LLC 2210.00%0.00%0.02%Q3 2015Q4 202323
Ausdal Financial Partners, Inc. 23230.05%0.17%0.39%Q4 2015Q2 202123
Sterling Investment Advisors, Ltd. 23230.01%0.02%0.03%Q4 2016Q2 202223
Leonetti & Associates, LLC 23230.33%0.49%0.97%Q2 2013Q4 201823
Corient Capital Partners, LLC 1490.02%0.06%0.09%Q3 2016Q2 202223
Parallax Volatility Advisers, L.P. 1940.00%0.00%0.00%Q3 2013Q2 201923
CREDIT SUISSE AG/ 1240.00%0.00%0.01%Q1 2013Q4 202022
Endurance Wealth Management, Inc. 22220.00%0.00%0.01%Q1 2018Q2 202322
Simmons Bank 22220.03%0.05%0.06%Q2 2018Q3 202322
Syntal Capital Partners, LLC 910.05%0.13%0.28%Q1 2014Q3 202322
Voya Financial Advisors, Inc. 2010.01%0.84%1.31%Q1 2015Q1 202122
AE Wealth Management LLC 1430.00%0.02%0.10%Q4 2017Q3 202322
Wealthcare Advisory Partners LLC 1610.01%0.02%0.04%Q2 2016Q3 202322
St. Louis Trust Co 2110.15%0.42%0.86%Q1 2016Q3 202222
Winslow, Evans & Crocker, Inc. 12100.00%0.01%0.04%Q3 2014Q4 202022
BB&T SECURITIES, LLC 2020.00%0.03%0.16%Q3 2013Q3 201922
REILLY FINANCIAL ADVISORS, LLC 1910.00%0.00%0.00%Q3 2013Q4 202121
Pflug Koory, LLC 21210.00%0.00%0.00%Q4 2016Q4 202121
Clearwater Capital Advisors, LLC 21210.03%0.12%0.21%Q2 2016Q2 202121
LVZ, Inc. 21210.64%2.90%10.60%Q4 2013Q4 201821
Starfire Investment Advisers, Inc. 11101.10%2.09%3.24%Q1 2015Q2 202021
StrategIQ Financial Group, LLC 1210.04%0.06%0.11%Q2 2017Q3 202321
RPg Family Wealth Advisory, LLC 1610.02%0.10%0.32%Q4 2015Q1 202221
HBK Sorce Advisory LLC 950.01%0.02%0.03%Q4 2017Q3 202321
Arete Wealth Advisors, LLC 1310.02%0.19%0.69%Q4 2013Q4 202221
CENTAURUS FINANCIAL, INC. 21210.01%0.07%0.42%Q4 2017Q4 202221
Financial Engines Advisors L.L.C. 1920.00%0.01%0.02%Q2 2018Q3 202321
Mosaic Family Wealth, LLC 1510.07%0.10%0.38%Q4 2015Q4 202121
GOFEN & GLOSSBERG LLC /IL/ 21210.01%0.01%0.01%Q4 2017Q4 202221
SEI INVESTMENTS CO 1810.00%0.00%0.04%Q4 2014Q2 202021
Cerity Partners LLC 21210.00%0.03%0.12%Q3 2018Q3 202321
CIBC BANK USA 21210.03%0.11%0.20%Q2 2013Q2 201821
Ledyard National Bank 21210.00%0.00%0.01%Q4 2013Q4 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.06%0.09%Q3 2018Q3 202321
MACROVIEW INVESTMENT MANAGEMENT LLC 21210.08%0.16%0.42%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.02%0.03%Q1 2017Q3 202321
NORTH AMERICAN MANAGEMENT CORP 21211.37%1.59%1.84%Q1 2016Q1 202121
WASHINGTON TRUST BANK 21210.01%0.01%0.04%Q1 2014Q1 201921
Strategic Wealth Partners Group, LLC 1190.01%0.18%0.30%Q3 2018Q3 202320
American Portfolios Advisors 20200.00%0.05%0.21%Q4 2017Q3 202220
Lindbrook Capital, LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Pathway Financial Advisors LLC 930.00%0.50%0.84%Q4 2017Q3 202320
Baystate Wealth Management LLC 1910.00%0.00%0.00%Q2 2013Q2 202120
Guidance Point Advisors, LLC 20201.56%1.66%1.79%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.02%0.03%0.06%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.15%0.19%0.27%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.13%0.29%0.49%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.03%0.46%2.40%Q4 2014Q3 201920
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1640.02%0.04%0.06%Q4 2017Q3 202320
SG Americas Securities, LLC 1010.00%0.02%0.04%Q3 2013Q1 202320
Salomon & Ludwin, LLC 20201.26%2.43%3.61%Q4 2018Q3 202320
Allworth Financial LP 1410.00%0.01%0.04%Q1 2015Q3 202320
LeJeune Puetz Investment Counsel LLC 20200.14%0.16%0.20%Q2 2018Q1 202320
Vantage Investment Advisors, LLC 20200.09%0.60%1.72%Q4 2013Q3 201820
Northeast Financial Consultants Inc 1910.03%0.11%0.31%Q3 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.05%0.08%0.12%Q4 2018Q3 202320
Perigon Wealth Management, LLC 1010.01%0.13%0.27%Q4 2013Q4 202120
Total Wealth Planning, LLC 20200.10%0.22%0.34%Q4 2018Q3 202320
Oakworth Capital, Inc. 1910.00%0.01%0.02%Q2 2016Q3 202320
CONFLUENCE INVESTMENT MANAGEMENT LLC 20200.02%0.17%0.28%Q1 2015Q4 201920
NewEdge Advisors, LLC 1190.01%0.02%0.10%Q2 2018Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 1020.00%0.00%0.01%Q4 2016Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
First National Bank of South Miami 19190.22%0.49%0.79%Q4 2018Q2 202319
Wealthspire Advisors, L.P. 1810.01%0.04%0.09%Q4 2015Q3 202019
Western Wealth Management, LLC 1180.02%0.05%0.10%Q4 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.03%Q1 2019Q3 202319
USCA RIA LLC 1140.02%0.22%0.46%Q1 2016Q2 202119
FINANCIAL CONSULATE, INC 19190.26%0.48%0.68%Q1 2019Q3 202319
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1450.00%0.00%0.00%Q4 2013Q3 201819
Abbrea Capital, LLC 1450.05%0.06%0.07%Q4 2018Q3 202319
Community Financial Services Group, LLC 1810.05%2.65%5.07%Q3 2017Q3 202319
FineMark National Bank & Trust 1540.00%0.00%0.01%Q2 2013Q3 202119
EP Wealth Advisors, LLC 920.01%0.02%0.07%Q2 2018Q3 202319
Archer Investment Corp 1360.00%0.01%0.02%Q4 2018Q3 202319
BOSTON FINANCIAL MANGEMENT LLC 19190.02%0.02%0.02%Q1 2019Q3 202319
Fieldpoint Private Securities, LLC 1010.05%0.09%0.18%Q1 2017Q2 202219
Kovack Advisors, Inc. 910.03%0.22%1.69%Q4 2013Q4 202219
Moors & Cabot, Inc. 1170.00%0.03%0.06%Q4 2017Q3 202319
Evensky & Katz LLC 19190.09%0.14%0.19%Q1 2019Q3 202319
Fusion Family Wealth LLC 1710.00%0.01%0.04%Q4 2016Q3 202219
NATIONAL PLANNING CORP 19190.09%0.58%1.78%Q2 2013Q4 201719
TSFG, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
SHINE INVESTMENT ADVISORY SERVICES INC 19190.49%1.60%2.86%Q1 2016Q3 202019
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
JSF Financial, LLC 19190.18%0.41%0.74%Q4 2018Q2 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.08%0.12%0.16%Q1 2019Q3 202319
TRUST CO OF VERMONT 610.00%0.00%0.01%Q2 2013Q3 202319
Whitegate Investment Counselors, Inc. 19190.04%0.23%0.36%Q1 2017Q3 202119
Argent Trust Co 920.01%0.03%0.10%Q1 2018Q3 202319
Crestwood Advisors Group, LLC 1810.00%0.05%0.06%Q1 2017Q3 202319
Sullivan, Bruyette, Speros & Blaney, LLC 1720.02%0.03%0.04%Q2 2016Q1 202119
Belpointe Asset Management LLC 1620.01%0.04%0.20%Q3 2018Q1 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Pensionmark Financial Group, LLC 1620.44%4.28%7.67%Q1 2019Q3 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
HL FINANCIAL SERVICES LLC 1350.01%0.01%0.03%Q3 2014Q1 201918
Sowell Financial Services LLC 720.03%0.25%0.66%Q4 2016Q1 202318
Compton Wealth Advisory Group, LLC 1530.07%0.75%2.82%Q4 2018Q3 202318
Parkside Financial Bank & Trust 1030.00%0.02%0.03%Q3 2015Q3 202318
Freedom Day Solutions, LLC 18180.11%0.18%0.25%Q1 2018Q2 202218
SUNTRUST BANKS INC 1440.00%0.01%0.02%Q3 2013Q3 201918
SUMMIT FINANCIAL GROUP, INC. 18180.11%0.19%0.31%Q2 2019Q3 202318
CITIZENS FINANCIAL GROUP INC/RI 18180.00%0.02%0.03%Q2 2019Q3 202318
Allen Investment Management, LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
BRIDGES INVESTMENT MANAGEMENT INC 18180.01%0.01%0.02%Q2 2019Q3 202318
Private Capital Group, LLC 18180.11%0.16%0.26%Q4 2017Q1 202218
ROCKEFELLER FINANCIAL SERVICES INC 1440.04%0.04%0.05%Q2 2013Q4 201718
AFFINITY WEALTH MANAGEMENT LLC 1210.08%4.69%18.47%Q2 2013Q2 201918
FIRST INTERSTATE BANK 18180.01%0.01%0.02%Q3 2015Q4 201918
Commonwealth Equity Services, Inc 18180.07%0.19%0.22%Q2 2013Q3 201718
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 17170.02%0.02%0.03%Q1 2018Q1 202217
CALTON & ASSOCIATES, INC. 1610.03%0.20%0.35%Q4 2017Q2 202317
Atlas Brown,Inc. 1430.10%0.12%0.14%Q2 2019Q3 202317
1st Global Advisors, Inc. 17170.06%0.15%0.21%Q2 2013Q2 201717
Clearstead Advisors, LLC 1610.02%0.04%0.06%Q3 2018Q3 202317
MYCIO WEALTH PARTNERS, LLC 1430.00%0.01%0.01%Q2 2013Q4 201917
Cetera Investment Advisers 1250.03%0.05%0.06%Q3 2017Q3 202317
WealthPLAN Partners, LLC 1110.00%0.09%0.22%Q4 2015Q2 202317
SouthState Corp 1250.01%0.02%0.04%Q2 2018Q3 202317
3D ASSET MANAGEMENT, INC 17170.05%0.11%0.16%Q3 2016Q3 202017
Ackerman Capital Advisors, LLC 1340.00%0.06%0.07%Q1 2019Q3 202317
MATHER GROUP, LLC. 1250.02%0.56%2.92%Q2 2013Q3 201817
WFG Advisors, LP 17170.01%0.03%0.05%Q2 2013Q2 201717
Smithfield Trust Co 17170.00%0.00%0.01%Q3 2019Q3 202317
SVB WEALTH LLC 17170.00%0.01%0.02%Q2 2019Q2 202317
Connecticut Wealth Management, LLC 1070.23%0.44%0.57%Q2 2019Q3 202317
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2015Q4 202317
Exchange Capital Management, Inc. 980.01%0.01%0.02%Q2 2013Q2 201817
Cresset Asset Management, LLC 1520.00%0.01%0.03%Q4 2018Q3 202317
ATWOOD & PALMER INC 17170.01%0.02%0.02%Q3 2019Q3 202317
Cutter & CO Brokerage, Inc. 17170.10%0.18%0.36%Q1 2015Q1 201917
Halpern Financial, Inc. 16160.21%0.35%0.59%Q4 2019Q3 202316
Peachtree Investment Partners, LLC 16160.02%0.05%0.08%Q4 2019Q3 202316
PSI Advisors, LLC 16161.08%1.80%3.12%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.05%0.07%0.09%Q4 2019Q3 202316
RMB Capital Management, LLC 1420.01%0.01%0.01%Q3 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.00%0.03%0.05%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16160.09%0.15%0.30%Q4 2019Q3 202316
CUE ADVISORY SERVICES, INC. 16160.26%0.32%0.41%Q4 2014Q3 201816
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Simplicity Solutions, LLC 710.01%0.71%6.31%Q1 2015Q2 202316
Arkadios Wealth Advisors 16160.16%0.30%0.51%Q4 2019Q3 202316
Savant Capital, LLC 1060.01%0.08%0.32%Q3 2018Q3 202316
BALLAST ADVISORS LLC 16160.00%0.03%0.04%Q4 2019Q3 202316
Harborview Advisors, LLC 16160.50%0.64%0.87%Q4 2017Q3 202116
Advisory Alpha, LLC 710.00%0.04%0.13%Q4 2017Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.05%Q4 2019Q3 202316
LWS Wealth Advisors, Inc. 16160.11%0.18%0.45%Q4 2019Q3 202316
DAVENPORT & Co LLC 1220.00%0.02%0.14%Q3 2013Q3 202316
Investment Research & Advisory Group, Inc. 16160.08%0.10%0.12%Q4 2019Q3 202316
Concert Wealth Management Inc. 1060.03%0.16%0.48%Q2 2013Q2 201716
Soltis Investment Advisors LLC 16160.13%0.24%0.32%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.39%0.50%0.74%Q4 2017Q3 202116
Overbrook Management Corp 1060.06%0.07%0.10%Q1 2015Q1 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.07%0.34%1.37%Q4 2018Q3 202316
Sovereign Investment Advisors, LLC 16160.49%1.00%2.61%Q4 2019Q3 202316
PIONEER TRUST BANK N A/OR 1210.07%0.08%0.10%Q2 2018Q3 202316
Key FInancial Inc 16160.21%0.36%0.74%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16160.41%1.00%2.19%Q4 2019Q3 202316
VAUGHAN & Co SECURITIES, INC. 16160.42%0.53%0.65%Q4 2019Q3 202316
Maltin Wealth Management, Inc. 16160.21%0.68%0.92%Q4 2019Q3 202316
IFG Advisory, LLC 1510.04%0.06%0.11%Q3 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Pinkerton Retirement Specialists, LLC 930.01%1.11%9.75%Q4 2014Q3 202116
Noven Financial Group, Inc. 16161.96%10.03%13.47%Q4 2014Q3 201816
Granite Investment Partners, LLC 1320.00%0.00%0.00%Q2 2018Q1 202215
AlphaStar Capital Management, LLC 870.02%0.06%0.14%Q2 2018Q2 202215
FIRST FINANCIAL CORP /IN/ 15150.04%0.05%0.07%Q1 2020Q3 202315
SNS Financial Group, LLC 15150.13%0.36%0.56%Q2 2013Q4 201615
Johnson Financial Group, Inc. 910.00%0.00%0.01%Q4 2013Q3 202215
Cornell Pochily Investment Advisors, Inc. 1110.05%0.14%0.20%Q3 2018Q2 202315
Advisor Group, Inc. 15150.04%0.16%0.33%Q2 2016Q4 201915
PACIFIC SUN FINANCIAL CORP 611.82%2.28%3.47%Q1 2018Q2 202315
BREMER TRUST NATIONAL ASSOCIATION 15150.04%0.10%0.13%Q2 2015Q4 201815
J.W. COLE ADVISORS, INC. 870.05%0.22%0.47%Q4 2019Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.05%0.23%Q1 2020Q3 202315
Hugh Johnson Advisors LLC 1140.07%0.10%0.12%Q1 2015Q2 201915
TOBIAS FINANCIAL ADVISORS, INC. 870.77%1.61%2.33%Q4 2019Q3 202315
ROSENBLUM SILVERMAN SUTTON S F INC /CA 15150.27%0.31%0.36%Q1 2020Q3 202315
Graypoint LLC 15150.02%0.04%0.07%Q1 2020Q3 202315
Capital Square, LLC 15150.60%0.68%0.73%Q4 2019Q2 202315
Wellspring Financial Advisors, LLC 15150.11%0.15%0.23%Q1 2020Q3 202315
First Citizens Financial Corp 1322.67%3.09%3.38%Q4 2019Q3 202315
Disciplined Investments, LLC 15150.01%0.10%0.37%Q4 2019Q2 202315
CAHABA WEALTH MANAGEMENT, INC. 15150.03%0.12%0.26%Q2 2018Q4 202115
ADVISOR PARTNERS LLC 710.02%0.03%0.07%Q2 2017Q2 202215
HANCOCK WHITNEY CORP 15150.01%0.02%0.02%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.08%0.20%Q2 2013Q4 201615
Atria Investments, Inc 310.01%0.17%0.44%Q2 2013Q4 201915
Merit Financial Group, LLC 1320.01%0.02%0.03%Q4 2019Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
CAMBRIDGE TRUST CO 810.01%0.01%0.04%Q1 2014Q3 202315
Kalos Management, Inc. 410.01%0.75%3.75%Q4 2015Q2 202314
CVA Family Office, LLC 14140.03%0.05%0.06%Q1 2020Q2 202314
Leicht Financial Planning & Wealth Management, Inc. 14140.25%3.10%9.05%Q4 2016Q1 202014
GREAT VALLEY ADVISOR GROUP, INC. 1040.03%0.11%0.45%Q1 2019Q3 202314
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 1110.10%0.20%0.25%Q3 2016Q2 202014
Beaton Management Co. Inc. 810.12%0.18%0.25%Q3 2017Q3 202314
BRYN MAWR TRUST Co 14140.35%0.47%0.60%Q2 2020Q3 202314
Carroll Financial Associates, Inc. 14140.00%0.00%0.01%Q2 2018Q3 202114
Retirement Group, LLC 910.02%0.03%0.04%Q4 2019Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.00%0.00%0.00%Q4 2018Q3 202214
FIRST CITIZENS BANK & TRUST CO 910.01%0.14%0.26%Q4 2013Q4 202114
Robertson Stephens Wealth Management, LLC 1130.01%0.14%0.32%Q1 2019Q3 202314
Grove Bank & Trust 14140.07%0.10%0.12%Q2 2020Q3 202314
Renaissance Technologies 610.00%0.00%0.00%Q1 2018Q3 202314
Dorsey Wright & Associates 420.03%1.74%4.44%Q4 2013Q2 202114
Brown Advisory Securities, LLC 1110.05%0.08%0.12%Q2 2015Q3 202114
Integrated Wealth Concepts LLC 1130.01%0.02%0.05%Q2 2019Q3 202314
Pinnacle Wealth Management Advisory Group, LLC 14140.04%0.14%0.24%Q2 2020Q3 202314
Risk Paradigm Group, LLC 1110.04%0.91%3.14%Q1 2015Q4 201814
Kingsview Wealth Management, LLC 710.02%0.03%0.04%Q4 2019Q3 202314
Cribstone Capital Management, LLC 14140.02%0.02%0.02%Q2 2016Q3 201914
PATHSTONE FAMILY OFFICE, LLC 1210.01%0.02%0.08%Q1 2018Q4 202214
FULTON BANK, N.A. 14140.02%0.02%0.03%Q3 2020Q4 202314
Paragon Capital Management Ltd 14140.06%0.11%0.20%Q2 2020Q3 202314
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.04%0.06%Q2 2013Q2 201613
Personal Wealth Partners 13130.44%0.84%2.28%Q1 2019Q1 202213
Outlook Wealth Advisors, LLC 13130.15%0.27%0.51%Q3 2019Q3 202213
SMITH CHAS P & ASSOCIATES PA CPAS 1210.04%0.15%0.39%Q2 2013Q3 201613
PARAMETRIC PORTFOLIO ASSOCIATES LLC 910.00%0.00%0.00%Q4 2014Q1 202213
PRIVATE TRUST CO NA 760.05%0.11%0.18%Q1 2013Q3 202313
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 910.04%0.05%0.07%Q4 2017Q4 202113
INVESTMENT CENTERS OF AMERICA INC 13130.03%0.05%0.07%Q3 2014Q3 201713
Maryland Capital Management 13130.04%0.05%0.06%Q3 2019Q3 202213
Brinker Capital Investments, LLC 1010.00%0.00%0.00%Q2 2013Q4 201913
BRIGHTON JONES LLC 1210.01%0.02%0.02%Q4 2019Q3 202313
THOMPSON DAVIS & CO., INC. 13130.02%0.03%0.04%Q3 2014Q3 201713
Investors Capital Advisory Services 13130.09%0.13%0.17%Q2 2013Q2 201613
VSR Financial Services, Inc. 13130.06%0.46%0.90%Q2 2013Q2 201613
Lenox Wealth Management, Inc. 13130.00%0.02%0.04%Q2 2017Q2 202013
HOWE & RUSLING INC 810.00%0.00%0.01%Q2 2016Q2 202313
YHB Investment Advisors, Inc. 13130.02%0.03%0.03%Q3 2020Q3 202313
NATIXIS ADVISORS, L.P. 710.00%0.01%0.01%Q2 2013Q4 202213
Balentine LLC 710.00%0.02%0.07%Q3 2015Q2 202213
Heritage Wealth Advisors 13130.01%0.01%0.02%Q3 2020Q3 202313
Fragasso Group Inc. 13130.05%0.06%0.10%Q4 2020Q4 202313
Wealthspire Advisors, LLC 1210.01%0.01%0.02%Q1 2020Q3 202313
Cornerstone Advisory, LLC 1210.01%0.27%0.38%Q2 2017Q4 202113
SevenBridge Financial Group, LLC 13130.00%0.01%0.01%Q2 2016Q2 201913
Cornerstone Wealth Management, LLC 1210.02%0.06%0.13%Q2 2017Q4 202113
WEALTHSOURCE PARTNERS, LLC 13130.10%0.21%0.28%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
Riverpoint Wealth Management Holdings, LLC 13130.18%0.34%0.48%Q4 2016Q4 201913
PFG Advisors 530.02%0.10%0.24%Q4 2018Q3 202313
NORTHSTAR WEALTH PARTNERS LLC 940.13%0.36%0.65%Q1 2017Q3 202013
Founders Financial Alliance, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.03%0.06%0.09%Q3 2020Q3 202313
Hudson Capital Management LLC 13130.10%0.88%2.03%Q4 2017Q4 202013
Independence Bank of Kentucky 13130.01%0.01%0.02%Q3 2020Q3 202313
Principle Wealth Partners LLC 1210.01%0.06%0.09%Q2 2020Q3 202313
Smith Anglin Financial, LLC 12120.53%0.96%1.56%Q4 2020Q3 202312
Koshinski Asset Management, Inc. 930.00%0.68%1.64%Q4 2014Q1 202212
FINANCIAL MANAGEMENT NETWORK INC 12120.28%0.45%0.60%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12122.23%2.52%2.80%Q4 2020Q3 202312
WEDBUSH SECURITIES INC 1110.01%0.02%0.04%Q3 2015Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12125.56%5.82%6.08%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
WADE G W & INC 12120.06%0.16%0.27%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
Certified Advisory Corp 1110.00%0.50%0.92%Q4 2017Q1 202112
Newton One Investments LLC 12121.39%2.06%3.04%Q4 2020Q3 202312
TODD ASSET MANAGEMENT LLC 12120.02%0.03%0.04%Q2 2013Q1 201612
Beacon Pointe Advisors, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.00%0.00%0.00%Q1 2019Q2 202212
Brand Asset Management Group, Inc. 12120.00%0.00%0.01%Q2 2018Q1 202112
SRS Capital Advisors, Inc. 410.00%1.51%5.11%Q3 2018Q3 202312
Renasant Bank 12120.81%1.05%1.38%Q4 2020Q3 202312
PFG Private Wealth Management, LLC 12120.11%0.14%0.16%Q4 2020Q3 202312
Keel Point, LLC 610.02%0.04%0.06%Q1 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12121.35%1.89%2.24%Q4 2020Q3 202312
Falcon Wealth Planning 12123.64%3.76%3.90%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Main Street Financial Solutions, LLC 12120.04%0.08%0.11%Q4 2020Q3 202312
Ken Stern & Associates, Inc. 12120.09%0.22%0.97%Q4 2015Q3 201812
Prosperity Planning, Inc. 12120.10%0.14%0.21%Q4 2020Q3 202312
Bremer Bank National Association 840.04%0.05%0.07%Q1 2019Q1 202212
Financial Gravity Asset Management, Inc. 530.00%0.02%0.13%Q1 2018Q3 202312
Rodgers & Associates, LTD 12121.16%1.20%1.31%Q4 2020Q3 202312
Alpha Omega Wealth Management LLC 1110.00%0.00%0.01%Q1 2016Q2 201912
HARBOR ADVISORY CORP /MA/ 12121.20%1.48%1.82%Q4 2020Q3 202312
Signature Wealth Management Partners, LLC 12120.67%1.25%1.63%Q4 2020Q3 202312
OXFORD FINANCIAL GROUP, LTD. LLC 1110.00%0.01%0.02%Q1 2020Q3 202312
ALLIANCEBERNSTEIN L.P. 930.00%0.00%0.00%Q1 2019Q3 202312
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.03%Q2 2013Q1 201612
CAPITAL CITY TRUST CO/FL 12120.07%0.08%0.10%Q4 2020Q3 202312
Lumature Wealth Partners, LLC 11110.69%0.81%0.98%Q4 2020Q2 202311
Old North State Trust, LLC 740.03%0.05%0.06%Q3 2018Q2 202111
WestHill Financial Advisors, Inc. 920.00%0.00%0.00%Q4 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
SIMON QUICK ADVISORS, LLC 610.00%0.03%0.14%Q1 2017Q1 202211
3D/L Capital Management, LLC 11110.06%0.09%0.12%Q1 2021Q3 202311
First Command Bank 11110.00%0.01%0.01%Q3 2017Q1 202011
First Command Financial Services, Inc. 11110.00%0.01%0.01%Q3 2017Q1 202011
WESTPORT RESOURCES MANAGEMENT INC 11110.01%0.01%0.02%Q2 2013Q4 201511
Arvest Bank Trust Division 650.02%0.02%0.02%Q4 2018Q3 202111
Addison Advisors LLC 1010.01%0.01%0.01%Q4 2020Q3 202311
Meristem Family Wealth, LLC 11110.05%0.09%0.11%Q3 2019Q1 202211
HYA Advisors, Inc 11110.38%0.51%0.62%Q4 2019Q2 202211
Townsend & Associates, Inc 11110.12%0.56%0.89%Q4 2017Q2 202011
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1010.00%0.00%0.00%Q3 2020Q3 202311
Avidian Wealth Solutions, LLC 740.01%0.03%0.11%Q3 2020Q3 202311
EVERMAY WEALTH MANAGEMENT LLC 1010.02%0.03%0.06%Q4 2019Q3 202311
1832 Asset Management L.P. 11110.00%0.00%0.00%Q4 2014Q2 201711
SMITH SHELLNUT WILSON LLC /ADV 11110.02%0.10%0.25%Q1 2019Q3 202111
CT Financial Advisors LLC 1010.29%0.40%0.56%Q1 2014Q1 201711
ROPES WEALTH ADVISORS LLC 720.00%0.01%0.03%Q3 2016Q4 202011
Nachman Norwood & Parrott, Inc 11110.28%0.38%0.48%Q4 2018Q2 202111
MISSION WEALTH MANAGEMENT, LP 11110.01%0.01%0.02%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Stratos Wealth Advisors, LLC 610.00%0.19%0.44%Q1 2020Q3 202311
COLDSTREAM CAPITAL MANAGEMENT INC 1010.01%0.02%0.05%Q2 2017Q4 202111
BerganKDV Wealth Management, LLC 1010.00%0.00%0.01%Q2 2018Q4 202111
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
LOWE BROCKENBROUGH & CO INC 11110.03%0.03%0.04%Q1 2021Q3 202311
FARMERS & MERCHANTS INVESTMENTS INC 11110.00%0.04%0.06%Q1 2021Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.01%0.04%Q1 2021Q3 202311
One Day In July LLC 11110.06%0.08%0.12%Q1 2021Q3 202311
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 11110.07%0.10%0.15%Q1 2021Q3 202311
ORSER CAPITAL MANAGEMENT, LLC 920.12%0.36%0.59%Q4 2017Q1 202211
Kore Private Wealth LLC 11110.03%0.09%0.16%Q1 2019Q3 202111
LBA Wealth Management, LLC 11110.01%0.02%0.04%Q3 2014Q1 201711
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 740.00%0.73%1.32%Q2 2013Q2 201911
Ameritas Investment Company, LLC 11110.02%0.12%0.22%Q1 2019Q3 202111
Independence Advisors, LLC 11110.06%0.14%0.22%Q1 2018Q3 202011
SII INVESTMENTS INC/WI 510.02%0.03%0.05%Q3 2013Q3 201711
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.01%Q1 2020Q2 202210
Carnick & Kubik, LLC 10100.26%0.40%0.64%Q4 2013Q1 201610
Hayden Royal, LLC 610.11%0.85%3.07%Q4 2018Q4 202110
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.20%0.64%0.82%Q4 2017Q1 202010
YorkBridge Wealth Partners, LLC 10100.00%0.01%0.02%Q1 2017Q2 201910
Atlas Private Wealth Management, LLC 10100.27%0.34%0.42%Q4 2019Q1 202210
North Star Investment Management Corp. 10100.00%0.00%0.00%Q2 2021Q3 202310
Plancorp, LLC 320.01%0.06%0.11%Q2 2018Q4 202110
Apollon Wealth Management, LLC 910.02%0.03%0.05%Q2 2020Q3 202310
ONE Advisory Partners, LLC 10100.21%0.31%0.50%Q3 2020Q4 202210
ACAS, LLC 641.01%1.11%1.19%Q1 2021Q3 202310
OLD SECOND NATIONAL BANK OF AURORA 730.00%0.00%0.00%Q1 2021Q3 202310
EPG Wealth Management LLC 520.01%0.01%0.04%Q4 2019Q3 202310
Kelman-Lazarov, Inc. 640.07%0.08%0.08%Q1 2016Q1 202210
Waldron Private Wealth LLC 910.04%0.06%0.12%Q2 2016Q3 202310
Iron Horse Wealth Management, LLC 640.00%0.00%0.00%Q4 2020Q3 202310
First PREMIER Bank 10100.01%0.02%0.02%Q3 2020Q4 202210
Timber Hill LLC 410.00%0.03%0.10%Q2 2013Q3 201710
First Financial Bank - Trust Division 640.02%0.02%0.03%Q4 2020Q4 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.03%0.04%0.06%Q1 2021Q3 202310
Lake Point Wealth Management 520.00%0.02%0.14%Q4 2018Q2 202210
Capital Directions Investment Advisors, LLC 420.02%0.02%0.02%Q4 2019Q4 202210
MONEY CONCEPTS CAPITAL CORP 820.05%0.15%0.26%Q4 2020Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
Farmers & Merchants Trust Co of Chambersburg PA 10100.06%0.07%0.08%Q4 2016Q1 201910
Huntington Steele LLC 10100.10%0.15%0.17%Q4 2015Q1 201810
Berman Capital Advisors, LLC 10100.02%0.03%0.04%Q4 2018Q1 202110
Brick & Kyle, Associates 10100.06%0.06%0.06%Q4 2014Q1 201710
Lenox Wealth Advisors, LLC 640.00%0.01%0.02%Q2 2015Q1 202210
Column Capital Advisors, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.02%0.02%Q1 2021Q3 202310
Ten Capital Wealth Advisors, LLC 640.04%0.08%0.15%Q3 2020Q2 202310
Columbia Trust Co 01012016 10100.11%0.14%0.20%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.11%0.13%0.16%Q2 2013Q3 201510
Paragon Wealth Strategies, LLC 10100.21%1.15%1.55%Q4 2016Q1 201910
IEQ CAPITAL, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q4 2015Q1 202210
Argentus Capital Management, LLC 10100.14%0.51%0.85%Q2 2014Q3 201610
Kistler-Tiffany Companies, LLC 10100.01%0.02%0.04%Q2 2013Q3 201510
SITTNER & NELSON, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
M Holdings Securities, Inc. 610.02%0.18%0.60%Q4 2017Q2 202310
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
Claro Advisors LLC 910.07%0.26%0.32%Q4 2018Q4 202210
OneDigital Investment Advisors LLC 610.00%0.02%0.04%Q2 2017Q3 202310
Selective Wealth Management, Inc. 10100.00%0.01%0.02%Q2 2020Q3 202210
Transform Wealth, LLC 640.16%0.27%0.35%Q2 2016Q4 201810
Bellwether Advisors, LLC 10100.02%0.09%0.16%Q4 2020Q1 202310
FIRST MIDWEST BANK TRUST DIVISION 420.03%0.12%0.41%Q2 2013Q4 202110
Bromfield Sneider Wealth Advisors 990.15%0.20%0.26%Q4 2021Q4 20239
McIlrath & Eck, LLC 990.00%0.01%0.04%Q4 2017Q4 20199
Hedeker Wealth, LLC 310.06%0.23%0.66%Q4 2014Q3 20219
AlphaCore Capital LLC 990.00%0.01%0.04%Q3 2021Q3 20239
FLOW TRADERS U.S. LLC 410.01%0.06%0.17%Q1 2014Q2 20239
FIRST UNITED BANK & TRUST 630.10%0.12%0.15%Q4 2020Q2 20239
Parcion Private Wealth LLC 990.08%0.80%2.65%Q4 2019Q4 20219
Essex LLC 990.08%0.12%0.14%Q3 2021Q3 20239
Versant Capital Management, Inc 990.00%0.00%0.01%Q2 2019Q2 20219
CoreFirst Bank & Trust 990.01%0.01%0.01%Q4 2020Q4 20229
HERITAGE INVESTORS MANAGEMENT CORP 540.01%0.01%0.02%Q1 2017Q4 20219
C M BIDWELL & ASSOCIATES LTD 990.01%0.01%0.01%Q3 2021Q3 20239
TWO SIGMA SECURITIES, LLC 210.00%0.21%0.69%Q3 2015Q3 20219
Ancora Advisors LLC 630.00%0.00%0.00%Q1 2020Q3 20239
AWM CAPITAL, LLC 990.10%0.31%0.60%Q3 2021Q3 20239
CHEMUNG CANAL TRUST CO 990.06%0.07%0.08%Q4 2021Q4 20239
Rosenberg Matthew Hamilton 990.01%0.08%0.16%Q3 2021Q3 20239
Wealthstar Advisors, LLC 810.08%0.24%0.76%Q1 2018Q2 20219
TruWealth Advisors, LLC 990.14%0.22%0.25%Q4 2020Q4 20229
TAP Consulting, LLC 710.02%0.17%0.42%Q1 2019Q4 20219
Corbenic Partners LLC 990.01%0.02%0.03%Q3 2015Q3 20179
Pinnacle Family Advisors, LLC 310.11%5.98%10.37%Q4 2016Q3 20219
Larson Financial Group LLC 990.00%0.20%0.56%Q3 2021Q3 20239
B. Riley Wealth Management, Inc. 610.03%0.09%0.24%Q1 2014Q4 20199
Newman & Schimel, LLC 990.11%0.20%0.29%Q4 2020Q4 20229
55I, LLC 990.04%0.15%0.45%Q3 2020Q3 20229
U.S. Capital Wealth Advisors, LLC 990.02%0.08%0.13%Q3 2021Q3 20239
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 990.01%0.01%0.01%Q4 2017Q4 20199
CIBC WORLD MARKET INC. 420.00%0.00%0.01%Q2 2015Q3 20219
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
Snowden Capital Advisors LLC 810.00%0.02%0.03%Q2 2019Q3 20239
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 610.01%0.02%0.04%Q4 2013Q3 20189
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q2 2015Q3 20209
TRUEWEALTH LLC 990.00%0.01%0.01%Q2 2018Q2 20209
WealthShield Partners, LLC 810.02%0.17%0.42%Q4 2017Q3 20239
Hexagon Capital Partners LLC 990.00%0.02%0.06%Q3 2020Q3 20229
FIRST MANHATTAN CO. LLC. 610.00%0.00%0.00%Q4 2014Q1 20229
Vickerman Investment Advisors, Inc. 990.19%0.22%0.25%Q3 2021Q3 20239
FIRST WILSHIRE SECURITIES MANAGEMENT INC 990.09%0.10%0.10%Q3 2021Q3 20239
CAMBIAR INVESTORS LLC 810.00%0.00%0.01%Q3 2017Q4 20199
Csenge Advisory Group 610.02%0.05%0.09%Q2 2018Q2 20229
Your Advocates Ltd., LLP 990.00%0.00%0.00%Q1 2020Q1 20229
BOK Financial Private Wealth, Inc. 630.01%0.02%0.09%Q4 2019Q3 20239
Kohmann Bosshard Financial Services, LLC 990.04%0.05%0.06%Q3 2021Q3 20239
BRR OpCo, LLC 410.02%0.04%0.04%Q1 2019Q4 20219
Eagle Strategies LLC 880.08%0.15%0.33%Q4 2021Q3 20238
Mechanics Financial Corp 880.06%0.06%0.06%Q4 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 620.00%0.00%0.00%Q4 2019Q4 20218
Hardy Reed LLC 620.04%0.05%0.06%Q3 2020Q1 20238
9258 Wealth Management, LLC 880.08%0.11%0.15%Q4 2021Q3 20238
IBERIABANK CORP 880.06%0.08%0.12%Q1 2017Q4 20188
Richard P Slaughter Associates Inc 880.07%0.14%0.18%Q1 2022Q4 20238
PEOPLES BANK /OH 710.12%0.17%0.24%Q4 2015Q4 20218
PFS Partners, LLC 880.03%0.03%0.03%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.18%0.32%0.47%Q4 2021Q3 20238
BAROMETER CAPITAL MANAGEMENT INC. 440.15%0.24%0.44%Q1 2015Q2 20178
Commonwealth Financial Services, LLC 530.10%0.99%4.30%Q4 2014Q1 20178
Barber Financial Group, Inc. 410.11%2.69%7.11%Q4 2017Q4 20218
EXENCIAL WEALTH ADVISORS, LLC 710.01%0.03%0.04%Q1 2013Q3 20238
Paragon Private Wealth Management, LLC 880.69%0.76%0.85%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Bison Wealth, LLC 880.06%0.09%0.12%Q4 2019Q3 20218
Forbes Financial Planning, Inc. 882.46%3.12%3.75%Q4 2021Q3 20238
GFG Capital, LLC 880.04%0.07%0.10%Q4 2021Q3 20238
HFG Advisors, Inc. 880.31%0.33%0.38%Q4 2021Q3 20238
Trail Ridge Investment Advisors, LLC 881.36%1.49%1.60%Q4 2021Q3 20238
Planning Center, Inc. 880.10%0.32%1.23%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Insight Inv LLC 880.04%0.05%0.05%Q4 2021Q3 20238
ACIMA PRIVATE WEALTH, LLC 620.00%0.02%0.03%Q4 2018Q1 20228
Citizens National Bank Trust Department 880.01%0.01%0.02%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Stonebridge Capital Advisors LLC 610.00%0.00%0.00%Q2 2020Q4 20228
JMAC ENTERPRISES LLC 881.28%1.43%1.66%Q4 2021Q3 20238
FundX Investment Group, LLC 310.39%1.57%3.66%Q4 2013Q4 20188
LTG Capital LLC 883.75%3.94%4.65%Q4 2021Q3 20238
Klingman & Associates, LLC 880.04%0.05%0.05%Q4 2014Q3 20168
Wedmont Private Capital 880.03%0.05%0.08%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.00%0.02%0.04%Q1 2016Q1 20188
Choate Investment Advisors 880.00%0.00%0.00%Q3 2020Q2 20228
TAGStone Capital, Inc. 880.38%0.46%0.56%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.05%0.06%Q4 2021Q3 20238
COMERICA SECURITIES INC 610.03%0.08%0.13%Q4 2014Q4 20188
CarsonAllaria Wealth Management, Ltd. 880.00%0.01%0.01%Q4 2021Q3 20238
Royal Fund Management, LLC 410.00%0.59%1.77%Q1 2017Q3 20218
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.00%Q4 2017Q3 20198
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
ETFIDEA, LLC 882.69%2.94%3.38%Q4 2021Q3 20238
ClearBridge Investments 710.00%0.00%0.00%Q4 2016Q4 20188
FC Advisory LLC 880.13%0.19%0.27%Q1 2022Q4 20238
CreativeOne Wealth, LLC 880.01%0.07%0.15%Q2 2020Q1 20228
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
Carlson Capital Management 880.05%0.06%0.06%Q4 2017Q3 20198
BRADLEY FOSTER & SARGENT INC/CT 880.01%0.01%0.02%Q4 2021Q3 20238
Polianta Ltd 311.82%4.23%7.24%Q1 2017Q2 20228
Tarbox Family Office, Inc. 880.00%0.00%0.00%Q2 2020Q1 20228
ARVEST TRUST CO N A 880.02%0.02%0.02%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 882.86%3.22%3.74%Q4 2021Q3 20238
CAMG Solamere Management, LLC 880.10%0.43%0.60%Q2 2018Q1 20208
RTD Financial Advisors, Inc. 881.47%1.58%1.66%Q4 2021Q3 20238
Pure Financial Advisors, LLC 880.01%0.02%0.02%Q1 2022Q4 20238
Watermark Asset Management, Inc. 880.00%0.01%0.01%Q1 2017Q4 20188
ROVIN CAPITAL /UT/ /ADV 880.17%0.98%2.22%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.05%Q4 2021Q3 20238
Charles Schwab Trust Co 880.03%0.05%0.05%Q2 2021Q1 20238
BOSTON PRIVATE BANK & TRUST CO 880.02%0.02%0.02%Q2 2013Q1 20158
Ferris Capital, LLC 610.00%0.12%0.22%Q2 2017Q2 20218
BNP PARIBAS FINANCIAL MARKETS 710.00%0.00%0.04%Q1 2015Q3 20238
Paradigm Financial Partners, LLC 530.05%0.15%0.32%Q4 2018Q4 20218
Baron Financial Group, LLC 880.00%0.00%0.01%Q3 2020Q2 20228
Rise Advisors, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Cordant, Inc. 880.00%0.00%0.01%Q4 2019Q3 20218
Grant/GrossMendelsohn, LLC 880.18%0.31%0.43%Q4 2020Q3 20228
Madden Advisory Services, Inc. 510.00%0.00%0.01%Q4 2013Q1 20178
Virtu KCG Holdings LLC 310.00%0.02%0.04%Q3 2013Q1 20177
RE Dickinson Investment Advisors, LLC 770.31%1.94%4.46%Q1 2022Q3 20237
OPPENHEIMER & CO INC 410.01%0.02%0.05%Q3 2013Q2 20227
Rockbridge Investment Management, LCC 770.01%0.02%0.02%Q2 2020Q4 20217
White Knight Strategic Wealth Advisors, LLC 770.26%0.35%0.44%Q4 2021Q2 20237
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q1 2021Q2 20237
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.18%0.20%0.26%Q2 2018Q4 20197
SECURITY NATIONAL BANK OF SO DAK 320.15%0.17%0.20%Q4 2020Q3 20237
Goodwin Investment Advisory 770.28%0.33%0.48%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.31%1.20%1.52%Q2 2013Q4 20147
BENJAMIN EDWARDS INC 310.00%0.22%0.83%Q1 2019Q2 20227
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 520.01%0.01%0.01%Q3 2016Q2 20187
TEXAS PERMANENT SCHOOL FUND CORP 770.01%0.03%0.04%Q1 2013Q3 20147
OLD MISSION CAPITAL LLC 210.01%0.04%0.08%Q1 2017Q2 20227
Integrated Wealth Management 770.02%0.02%0.02%Q1 2015Q3 20167
Keystone Financial Group 610.04%0.11%0.16%Q3 2018Q2 20217
Anchor Investment Management, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Bensler, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
HB Wealth Management, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
Procyon Advisors, LLC 320.03%0.06%0.09%Q4 2019Q1 20237
Atria Wealth Solutions, Inc. 770.04%0.05%0.06%Q1 2022Q3 20237
Prestige Wealth Management Group LLC 770.00%0.01%0.02%Q4 2018Q2 20207
Kavar Capital Partners, LLC 310.00%0.00%0.00%Q1 2014Q2 20197
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
Horizons Wealth Management 770.02%0.03%0.04%Q2 2022Q4 20237
Parisi Gray Wealth Management 610.00%0.00%0.00%Q4 2017Q2 20217
ANGELES WEALTH MANAGEMENT, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Financial Partners Group, Inc 772.92%4.00%6.26%Q4 2017Q2 20197
N.E.W. Advisory Services LLC 610.04%0.07%0.12%Q4 2019Q1 20227
Concord Wealth Partners 430.01%0.01%0.02%Q4 2021Q3 20237
Security Financial Services, INC. 520.07%0.08%0.09%Q4 2021Q3 20237
First Western Trust Bank 770.02%0.03%0.03%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Industrial Alliance Investment Management Inc. 770.00%0.01%0.02%Q4 2021Q2 20237
Partnervest Advisory Services LLC 520.01%0.04%0.12%Q2 2013Q3 20187
FormulaFolio Investments, LLC 430.00%0.12%0.35%Q3 2019Q2 20217
Charter Oak Capital Management, LLC 770.02%0.02%0.03%Q4 2020Q2 20227
NBT BANK N A /NY 610.03%0.03%0.04%Q4 2016Q4 20217
Relaxing Retirement Coach 410.06%0.08%0.12%Q4 2017Q4 20217
Clear Creek Financial Management, LLC 610.04%0.39%1.38%Q2 2021Q2 20237
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
FDx Advisors, Inc. 520.01%0.05%0.15%Q1 2015Q2 20177
Summit Financial Strategies, Inc. 770.04%0.05%0.07%Q1 2022Q3 20237
DEUTSCHE BANK AG\ 320.00%0.00%0.00%Q2 2014Q3 20197
MCDONALD PARTNERS LLC 770.00%0.07%0.10%Q4 2020Q2 20227
TD Ameritrade Trust Co 610.98%1.13%1.21%Q4 2014Q2 20177
Bank of New Hampshire 770.00%0.01%0.01%Q1 2022Q3 20237
Summit Trail Advisors, LLC 430.04%0.21%0.41%Q1 2020Q2 20227
Realta Investment Advisors 320.00%0.03%0.15%Q2 2019Q3 20237
TFO Wealth Partners, LLC 610.00%0.29%2.03%Q3 2020Q3 20237
FOUNDERS BANK & TRUST 770.00%0.02%0.03%Q2 2013Q4 20147
DIVIDEND ASSETS CAPITAL, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Horan Securities, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.03%0.04%Q4 2017Q3 20197
Dorsey & Whitney Trust CO LLC 770.06%0.06%0.06%Q2 2017Q4 20187
Angeles Investment Advisors, LLC 510.01%0.02%0.04%Q4 2019Q4 20216
Ritter Daniher Financial Advisory LLC / DE 660.28%0.41%0.60%Q2 2022Q3 20236
HAZLETT, BURT & WATSON, INC. 420.00%0.01%0.03%Q1 2022Q3 20236
OLD NATIONAL BANCORP /IN/ 510.00%0.01%0.01%Q1 2015Q3 20236
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2014Q3 20236
INSPIRION WEALTH ADVISORS, LLC 660.10%0.11%0.14%Q2 2022Q3 20236
ASPIRIANT, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
Vigilant Capital Management, LLC 420.00%0.01%0.02%Q2 2016Q1 20196
LaFleur & Godfrey LLC 510.03%0.03%0.04%Q1 2021Q3 20236
Arrow Investment Advisors, LLC 423.83%5.01%6.24%Q4 2017Q2 20216
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 420.01%0.02%0.06%Q3 2017Q4 20196
Integer Wealth Advisors Group LLC 662.10%2.79%3.40%Q4 2019Q1 20216
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.01%0.02%0.02%Q1 2022Q3 20236
Jacobi Capital Management LLC 660.00%0.00%0.00%Q4 2019Q1 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Ironwood Investment Counsel, LLC 330.05%0.07%0.09%Q1 2021Q4 20226
Covington Capital Management 510.00%0.00%0.01%Q3 2017Q2 20206
Freedman Financial Associates, Inc. 661.24%1.31%1.38%Q4 2020Q1 20226
CFS Investment Advisory Services, LLC 410.05%0.17%0.31%Q4 2020Q2 20236
ShoreHaven Wealth Partners, LLC 660.20%0.50%0.70%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.09%0.11%0.15%Q4 2020Q1 20226
Accel Wealth Management 660.00%0.00%0.00%Q4 2021Q1 20236
Global Financial Private Capital, Inc 660.02%0.07%0.14%Q3 2017Q4 20186
INVESTMENT MANAGEMENT OF VIRGINIA LLC 660.53%0.57%0.61%Q4 2021Q1 20236
Summit Financial, LLC 660.03%0.04%0.04%Q2 2022Q3 20236
Squar Milner Financial Services LLC 420.00%0.01%0.01%Q3 2018Q1 20206
TFC Financial Management, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
UBS AG 660.02%0.03%0.04%Q2 2013Q3 20146
Tower View Wealth Management LLC 660.01%0.01%0.01%Q3 2018Q4 20196
CAPITAL WEALTH MANAGEMENT, LLC 661.43%1.62%1.92%Q4 2017Q1 20196
Atlas Private Wealth Advisors 660.02%0.03%0.03%Q2 2020Q3 20216
Avantax Planning Partners, Inc. 410.00%0.05%0.08%Q4 2016Q3 20186
TCF National Bank 420.02%0.03%0.03%Q3 2019Q1 20216
O'Dell Group, LLC 510.00%0.01%0.04%Q3 2021Q2 20236
MinichMacGregor Wealth Management, LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Dougherty Wealth Advisers LLC 660.86%0.95%1.01%Q4 2018Q1 20206
Baldrige Asset Management LLC 660.01%0.01%0.01%Q2 2021Q3 20226
TD Waterhouse Canada Inc. 420.00%0.00%0.00%Q4 2021Q3 20236
WOLVERINE TRADING, LLC 220.00%0.00%0.01%Q1 2017Q2 20175
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
Strategic Wealth Partners, Ltd. 550.00%0.24%0.84%Q4 2017Q4 20185
VALLEY WEALTH MANAGERS, INC. 550.02%0.04%0.04%Q1 2019Q1 20205
Shamrock Asset Management LLC 550.00%0.00%0.00%Q2 2017Q2 20185
Crescent Grove Advisors, LLC 410.03%0.10%0.34%Q4 2018Q3 20235
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Paragon Advisors, LLC 550.17%1.30%2.77%Q3 2022Q3 20235
Rice Partnership, LLC 550.00%0.00%0.01%Q2 2019Q2 20205
BB&T INVESTMENT SERVICES, INC. 550.03%0.05%0.11%Q4 2016Q4 20175
WILMINGTON TRUST CO 550.30%0.54%0.75%Q2 2013Q2 20145
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
Mayflower Financial Advisors, LLC 550.04%0.06%0.08%Q3 2022Q3 20235
Guidant Wealth Advisors 410.03%0.04%0.04%Q3 2016Q1 20195
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 550.01%0.01%0.01%Q3 2016Q3 20175
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Weaver Consulting Group 550.00%0.01%0.02%Q1 2019Q1 20205
IBEX WEALTH ADVISORS 410.00%0.62%0.94%Q2 2019Q4 20215
Crescent Capital Consulting, LLC 550.38%0.93%1.27%Q4 2020Q4 20215
CHILTON CAPITAL MANAGEMENT LLC 310.01%0.01%0.01%Q4 2021Q3 20235
Standard Family Office LLC 210.09%0.11%0.15%Q4 2020Q3 20225
TRUE Private Wealth Advisors 210.00%0.05%0.11%Q2 2018Q1 20215
W ADVISORS, LLC 550.35%0.46%0.57%Q2 2022Q2 20235
Allegis Investment Advisors, LLC 410.00%0.58%1.45%Q4 2015Q3 20175
Wilmington Trust Investment Management, LLC 550.09%0.32%0.47%Q2 2013Q2 20145
AJ WEALTH STRATEGIES, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Kovitz Investment Group Partners, LLC 320.00%0.01%0.02%Q3 2019Q2 20235
Wolf Group Capital Advisors 550.19%2.84%6.90%Q3 2017Q3 20185
Aptus Capital Advisors, LLC 320.00%0.01%0.01%Q4 2020Q1 20225
Stone Asset Management Inc. 550.15%0.71%1.48%Q1 2022Q1 20235
HUTCHENS INVESTMENT MANAGEMENT INC 550.34%0.36%0.38%Q4 2014Q4 20155
Krilogy Financial LLC 550.04%0.05%0.06%Q3 2017Q3 20185
20/20 Capital Management, Inc. 550.08%0.09%0.09%Q2 2020Q2 20215
BECKER CAPITAL MANAGEMENT INC 320.01%0.04%0.08%Q3 2017Q3 20235
COMERICA SECURITIES,INC. 550.03%0.06%0.09%Q1 2019Q1 20205
SVB Investment Services Inc. 550.00%0.00%0.01%Q4 2019Q4 20205
Chanos & Co LP 555.63%9.28%12.39%Q2 2018Q2 20195
Consolidated Planning Corp 550.14%0.15%0.16%Q1 2021Q1 20225
RESOLUTE FINANCIAL, LLC 550.23%0.31%0.38%Q4 2021Q4 20225
Total Clarity Wealth Management, Inc. 210.01%0.04%0.06%Q4 2019Q2 20225
Gupta Wealth Management LLC 550.01%0.01%0.02%Q1 2015Q1 20165
HRT FINANCIAL LP 320.00%0.02%0.06%Q3 2020Q1 20235
Segment Wealth Management, LLC 550.02%0.02%0.03%Q1 2021Q1 20225
Courage Miller Partners, LLC 551.42%2.48%2.84%Q2 2013Q2 20145
Corundum Group, Inc. 550.14%0.15%0.17%Q3 2022Q3 20235
Keebeck Wealth Management, LLC 310.04%0.32%1.30%Q4 2019Q1 20235
ADIRONDACK TRUST CO 550.00%0.00%0.00%Q3 2022Q3 20235
JOYN Advisors, Inc. 410.00%0.01%0.01%Q2 2014Q4 20185
Strategic Capital Alternatives LLC 551.10%1.26%1.59%Q3 2014Q3 20155
Strategic Capital Group LLC 550.01%0.70%1.05%Q2 2013Q2 20145
BANK OF THE WEST 410.04%0.05%0.09%Q2 2013Q4 20145
PRW Wealth Management LLC 210.00%1.97%2.56%Q4 2018Q3 20235
Elite Wealth Management, Inc. 550.01%0.01%0.02%Q3 2013Q3 20145
McNamara Financial Services, Inc. 550.34%0.36%0.38%Q4 2014Q4 20155
Dynamic Advisor Solutions LLC 210.02%0.03%0.05%Q2 2018Q4 20215
FinTrust Capital Advisors, LLC 550.02%0.26%0.65%Q4 2018Q4 20195
Investmark Advisory Group LLC 410.05%0.14%0.17%Q4 2021Q3 20235
ADVISOR PARTNERS II, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Wilmington Trust, National Association 550.39%0.62%0.79%Q2 2013Q2 20145
WILLNER & HELLER, LLC 551.45%1.61%1.71%Q4 2021Q4 20225
Burt Wealth Advisors 550.01%0.02%0.02%Q3 2017Q3 20185
TCI Wealth Advisors, Inc. 210.00%0.05%0.14%Q4 2012Q2 20215
Wealth Architects, LLC 550.14%0.15%0.15%Q3 2015Q3 20165
SEGALL BRYANT & HAMILL, LLC 310.00%0.00%0.00%Q1 2021Q4 20225
Portfolio Solutions, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
Intrua Financial, LLC 550.04%0.05%0.06%Q1 2021Q1 20225
Clarus Wealth Advisors 550.03%0.05%0.09%Q2 2018Q2 20195
Virtue Capital Management, LLC 410.11%0.14%0.19%Q4 2017Q2 20205
One Wealth Advisors, LLC 550.08%0.18%0.34%Q2 2022Q2 20235
Prime Capital Investment Advisors, LLC 210.00%0.01%0.03%Q4 2017Q3 20235
Financial Freedom, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
Brookfield Asset Management 440.01%0.01%0.01%Q2 2013Q1 20144
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 310.04%0.07%0.08%Q4 2020Q4 20214
PARK AVENUE SECURITIES LLC 210.00%0.02%0.03%Q1 2019Q4 20224
FULLER & THALER ASSET MANAGEMENT, INC. 210.00%0.00%0.00%Q4 2019Q2 20234
BOURGEON CAPITAL MANAGEMENT LLC 440.01%0.01%0.01%Q4 2022Q3 20234
THOROUGHBRED FINANCIAL SERVICES, LLC 210.05%0.07%0.10%Q1 2019Q1 20234
MOODY NATIONAL BANK TRUST DIVISION 440.00%0.01%0.01%Q1 2019Q4 20194
MARINO, STRAM & ASSOCIATES LLC 440.07%0.08%0.08%Q4 2022Q3 20234
WEST CHESTER CAPITAL ADVISORS, INC 310.03%0.14%0.18%Q2 2013Q2 20154
PRENTISS SMITH & CO INC 310.00%0.00%0.00%Q3 2017Q3 20184
OPPENHEIMER ASSET MANAGEMENT INC. 440.14%0.14%0.14%Q4 2021Q3 20224
NATIXIS 440.05%0.07%0.09%Q2 2017Q1 20184
Destination Wealth Management 310.00%0.00%0.01%Q3 2018Q1 20204
PERRITT CAPITAL MANAGEMENT INC 440.01%0.02%0.04%Q4 2022Q3 20234
SOL Capital Management CO 440.04%0.05%0.05%Q4 2022Q3 20234
BANK OF STOCKTON 440.45%0.48%0.50%Q1 2021Q4 20214
BLB&B Advisors, LLC 440.10%0.10%0.10%Q1 2016Q4 20164
WealthTrust-Arizona, LLC 440.00%0.01%0.02%Q1 2018Q4 20184
Evercore Wealth Management, LLC 440.01%0.01%0.01%Q2 2013Q1 20144
Transamerica Financial Advisors, Inc. 440.04%0.08%0.12%Q1 2015Q4 20154
Virtu Financial LLC 210.01%0.02%0.03%Q4 2013Q2 20194
DT Investment Partners, LLC 440.19%0.20%0.21%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.02%0.02%0.03%Q2 2013Q3 20154
Hudock, Inc. 440.00%0.29%0.48%Q3 2016Q2 20174
PIERSHALE FINANCIAL GROUP, INC. 310.01%5.35%7.72%Q4 2015Q3 20214
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
High Falls Advisors, Inc 310.02%0.03%0.06%Q4 2015Q4 20224
Willingdon Wealth Management 210.00%0.01%0.02%Q3 2018Q4 20194
Edge Advisors, LLC 310.00%0.00%0.00%Q4 2016Q1 20184
INVESTORS TRUST INC 440.16%0.18%0.21%Q3 2013Q2 20144
Harvest Investment Services, LLC 440.28%1.61%2.40%Q1 2019Q4 20194
Crosspoint Capital Strategies, LLC 440.02%0.08%0.13%Q1 2015Q4 20154
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
Archford Capital Strategies, LLC 440.02%0.03%0.03%Q2 2016Q1 20174
Caprock Group, LLC 210.03%0.06%0.07%Q4 2016Q4 20204
Trust Co 440.00%0.00%0.00%Q4 2021Q3 20224
KWMG, LLC 440.00%0.00%0.01%Q2 2018Q1 20194
First Personal Financial Services 310.01%0.02%0.02%Q4 2016Q3 20194
LGL PARTNERS, LLC 440.27%0.28%0.30%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Schneider Downs Wealth Management Advisors, LP 442.16%2.34%2.56%Q4 2022Q3 20234
Hefty Wealth Partners 440.03%0.03%0.04%Q2 2017Q1 20184
CPWM, LLC 440.08%0.08%0.08%Q1 2017Q4 20174
Jordan Park Group LLC 440.02%0.02%0.02%Q4 2019Q3 20204
Epstein & White Financial LLC 440.23%0.99%1.76%Q4 2017Q3 20184
Cypress Wealth Services, LLC 310.07%0.15%0.24%Q1 2022Q1 20234
Strategic Family Wealth Counselors, L.L.C. 440.11%0.36%1.11%Q4 2022Q3 20234
Resource Management, LLC 310.04%0.04%0.04%Q3 2018Q4 20194
Fulcrum Equity Management 220.09%0.15%0.22%Q4 2018Q2 20214
Windsor Advisory Group, LLC 440.29%0.30%0.32%Q4 2022Q3 20234
Sunesis Advisors, LLC 440.42%0.43%0.44%Q1 2022Q4 20224
Alera Investment Advisors, LLC 220.01%0.04%0.06%Q4 2018Q3 20234
CRA Financial Services, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.08%0.09%0.11%Q4 2018Q3 20234
Legacy Trust 440.24%0.27%0.30%Q4 2022Q3 20234
Wealth Alliance 220.07%0.10%0.14%Q4 2021Q4 20224
Mattern Wealth Management LLC 310.36%2.44%3.36%Q4 2019Q3 20214
Stonebridge Financial Planning Group, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Element Wealth, LLC 440.11%0.11%0.12%Q4 2022Q3 20234
American Institute for Advanced Investment Management, LLP 310.16%0.20%0.28%Q4 2019Q2 20214
Bickling Financial Services, Inc. 440.10%0.11%0.11%Q1 2021Q4 20214
True Link Financial Advisors, LLC 310.10%0.13%0.18%Q1 2022Q1 20234
Continuum Advisory, LLC 440.05%0.06%0.06%Q4 2021Q3 20224
Better Money Decisions, LLC 310.04%0.11%0.15%Q1 2021Q2 20224
Dominguez Wealth Management Solutions, Inc. 441.02%1.05%1.06%Q4 2022Q3 20234
Badgley Phelps Wealth Managers, LLC 310.01%0.03%0.04%Q3 2021Q4 20224
Amplius Wealth Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
Callan Family Office, LLC 440.11%0.12%0.14%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.12%0.12%0.13%Q4 2022Q3 20234
Corient Private Wealth LLC 440.03%0.07%0.13%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 441.99%2.06%2.10%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.13%0.21%0.44%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.14%0.15%0.17%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 440.68%0.79%0.99%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Park Place Capital Corp 440.37%0.39%0.39%Q4 2022Q3 20234
True Wealth Design, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Financial Alternatives, Inc 440.84%0.87%0.90%Q4 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 440.75%0.80%0.82%Q4 2022Q3 20234
New Republic Capital, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
ROMAN BUTLER FULLERTON & CO 220.40%0.48%0.55%Q4 2018Q2 20214
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.02%0.05%0.06%Q4 2020Q3 20214
MEEDER ASSET MANAGEMENT INC 210.00%0.00%0.00%Q3 2019Q3 20224
JAMES INVESTMENT RESEARCH INC 440.04%0.04%0.05%Q2 2022Q1 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.00%0.00%0.00%Q1 2020Q4 20204
CAPSTONE ASSET MANAGEMENT CO 440.06%0.06%0.06%Q1 2015Q4 20154
ROYCE & ASSOCIATES LP 440.02%0.02%0.02%Q4 2022Q3 20234
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
CHARTIST INC /CA/ 110.11%0.11%0.12%Q4 2013Q4 20143
Covenant Multifamily Offices, LLC 210.06%0.32%0.85%Q3 2018Q4 20193
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Essex Savings Bank 330.01%0.03%0.08%Q4 2018Q2 20193
MGO ONE SEVEN LLC 210.00%0.04%0.08%Q4 2018Q3 20203
Advisors Preferred, LLC 211.71%2.52%3.39%Q4 2013Q4 20153
Sage Financial Management Group, Inc. 110.10%0.13%0.15%Q1 2021Q3 20233
Breakwater Capital Group 330.12%0.13%0.14%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.36%0.38%0.39%Q4 2022Q3 20233
LGT Financial Advisors LLC 210.00%0.03%0.08%Q4 2022Q3 20233
Per Stirling Capital Management, LLC. 330.14%0.19%0.24%Q1 2023Q3 20233
ROBERTSON STEPHENS ADVISORS LLC 330.17%0.21%0.28%Q1 2017Q3 20173
Ruggaard & Associates LLC 330.78%0.80%0.82%Q1 2023Q3 20233
Eagle Bay Advisors LLC 330.11%0.13%0.18%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 331.04%1.11%1.24%Q1 2023Q3 20233
Security National Bank 330.05%0.07%0.08%Q1 2023Q3 20233
MCMILLION CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q2 2019Q4 20193
Twelve Points Wealth Management LLC 210.11%0.22%0.43%Q4 2021Q2 20233
Formidable Asset Management, LLC 210.00%3.87%11.61%Q3 2015Q1 20193
WESPAC Advisors SoCal, LLC 210.04%0.18%0.44%Q4 2015Q1 20193
Clearstead Trust, LLC 330.01%0.02%0.02%Q3 2018Q1 20193
Divergent Wealth Advisors 330.01%0.01%0.02%Q1 2018Q3 20183
Alaska Permanent Fund Corp 210.61%1.10%1.70%Q4 2022Q3 20233
East Coast Asset Management, LLC. 330.02%0.03%0.03%Q4 2012Q2 20133
Founders Capital Management 330.03%0.03%0.03%Q2 2023Q4 20233
Keeley-Teton Advisors, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Merriman Wealth Management, LLC 210.70%0.78%0.84%Q3 2013Q3 20153
Bryn Mawr Capital Management, LLC 210.06%0.08%0.10%Q3 2021Q3 20233
HBC Financial Services, PLLC 210.00%0.00%0.00%Q3 2020Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Alerus Investment Advisors Corp 330.00%0.00%0.00%Q3 2015Q1 20163
Capital Asset Advisory Services LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Family Management Corp 330.05%0.05%0.05%Q2 2019Q4 20193
HENGEHOLD CAPITAL MANAGEMENT LLC 330.09%0.10%0.10%Q2 2013Q4 20133
HORIZON BANCORP INC /IN/ 330.00%0.00%0.00%Q4 2019Q2 20203
CHEMICAL BANK 210.02%0.02%0.02%Q2 2018Q2 20193
Engrave Wealth Partners LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Flagship Private Wealth, LLC 330.06%0.07%0.07%Q4 2020Q2 20213
Laird Norton Wetherby Trust Company, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Accredited Investors Inc. 330.12%0.72%1.94%Q1 2018Q3 20183
SAXON INTERESTS, INC. 330.15%0.22%0.32%Q4 2022Q2 20233
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 330.05%0.05%0.05%Q1 2018Q3 20183
Pinnacle Summer Investments, Inc. 330.00%0.00%0.00%Q2 2013Q4 20133
Moloney Securities Asset Management, LLC 330.38%0.46%0.50%Q1 2021Q3 20213
Novak Financial Planning, LLC 330.33%0.35%0.37%Q4 2020Q2 20213
HHM Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
KESTRA PRIVATE WEALTH SERVICES, LLC 330.13%0.14%0.14%Q1 2023Q3 20233
B. Riley Financial, Inc. 330.20%0.20%0.20%Q4 2017Q2 20183
SPRING CREEK CAPITAL LLC 330.04%0.25%0.36%Q2 2018Q4 20183
Allegiant Private Advisors, LLC 330.18%0.19%0.20%Q4 2020Q2 20213
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
Baker Avenue Asset Management, LP 330.00%0.00%0.00%Q1 2023Q3 20233
VANGUARD GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Zullo Investment Group, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
FCG ADVISORS, LLC 331.11%1.16%1.20%Q1 2016Q3 20163
Apriem Advisors 210.00%0.00%0.00%Q4 2016Q2 20183
Full Sail Capital, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Financial Architects, Inc 330.01%0.01%0.01%Q2 2014Q4 20143
WP Advisors, LLC 210.04%0.04%0.04%Q2 2018Q1 20193
KINGS POINT CAPITAL MANAGEMENT 330.01%0.01%0.01%Q1 2018Q3 20183
Forward Management, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.05%0.12%0.24%Q2 2013Q3 20183
Acorn Wealth Advisors, LLC 330.11%0.11%0.12%Q4 2017Q2 20183
Lee Financial Group Hawaii, Inc. 330.24%0.28%0.33%Q2 2020Q4 20203
Financial Gravity Companies, Inc. 210.02%0.03%0.04%Q4 2017Q4 20183
New Capital Management LP 330.00%0.01%0.01%Q2 2020Q4 20203
USA FINANCIAL FORMULAS 330.00%0.01%0.01%Q1 2021Q3 20213
Swaine & Leidel Wealth Services, LLC 110.42%0.49%0.54%Q1 2021Q1 20223
FOUNDERS FINANCIAL SECURITIES LLC 330.14%0.17%0.19%Q1 2021Q3 20213
Resurgent Financial Advisors LLC 330.58%0.64%0.67%Q2 2022Q4 20223
Crewe Advisors LLC 210.01%0.01%0.03%Q2 2018Q2 20233
BlackRock Investment Management, LLC 210.00%0.00%0.00%Q2 2013Q4 20143
EWG Elevate Inc. 331.91%2.29%2.70%Q1 2021Q3 20213
KARLINSKI ANDREW C 330.04%0.05%0.06%Q4 2021Q2 20223
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 210.06%0.23%0.35%Q4 2013Q4 20153
CX Institutional 210.01%0.13%0.22%Q2 2018Q3 20223
Faithward Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.00%0.00%0.01%Q1 2020Q2 20213
KMG FIDUCIARY PARTNERS, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
CFM WEALTH PARTNERS LLC 330.04%0.04%0.04%Q4 2019Q2 20203
Single Point Partners, LLC 210.06%0.07%0.07%Q1 2021Q4 20213
Occidental Asset Management, LLC 331.09%1.15%1.24%Q2 2016Q4 20163
Riggs Asset Managment Co. Inc. 210.00%0.72%1.19%Q4 2013Q4 20203
Bleakley Financial Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Tidal Investments LLC 330.10%0.11%0.13%Q2 2019Q4 20193
Inscription Capital, LLC 210.00%0.04%0.09%Q4 2018Q2 20213
Argent Wealth Management LLC 330.25%0.27%0.28%Q4 2019Q2 20203
FLPUTNAM INVESTMENT MANAGEMENT CO 330.01%0.01%0.02%Q1 2023Q3 20233
My Legacy Advisors, LLC 330.09%0.11%0.12%Q3 2022Q1 20233
Orion Portfolio Solutions, LLC 330.00%0.28%0.84%Q4 2019Q2 20203
MA Private Wealth 330.06%0.08%0.10%Q4 2018Q2 20193
Sequoia Financial Advisors, LLC 210.00%0.00%0.01%Q4 2021Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Stadion Money Management, LLC 110.74%1.33%1.92%Q3 2013Q1 20152
Stewardship Financial Advisors, LLC 110.00%0.00%0.01%Q3 2018Q1 20212
Integrated Advisors Network LLC 220.02%0.03%0.03%Q1 2021Q2 20212
WESPAC Advisors, LLC 220.76%0.87%0.98%Q2 2018Q3 20182
TCWP LLC 220.07%0.08%0.09%Q3 2022Q4 20222
Psagot Value Holdings Ltd. / (Israel) 220.01%0.01%0.01%Q3 2022Q4 20222
Farmers National Bank 220.00%0.01%0.01%Q1 2019Q2 20192
DRW Securities, LLC 220.02%0.03%0.04%Q2 2013Q3 20132
Sandy Cove Advisors, LLC 220.05%0.06%0.08%Q4 2021Q1 20222
KAYS FINANCIAL ADVISORY CORP /ADV 220.41%0.45%0.49%Q3 2018Q4 20182
Insight Wealth Strategies, LLC 220.11%0.12%0.12%Q4 2021Q1 20222
DOHJ, LLC 220.12%0.17%0.22%Q1 2021Q2 20212
BCR Wealth Strategies, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Reynders McVeigh Capital Management, LLC 220.03%0.03%0.03%Q3 2019Q4 20192
RMR Wealth Builders 220.01%0.01%0.01%Q4 2020Q1 20212
C-J Advisory, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Ellevest, Inc. 220.00%0.00%0.01%Q3 2019Q4 20192
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.02%0.14%0.27%Q4 2017Q2 20182
Hoxton Planning & Management, LLC 220.11%0.20%0.28%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.00%0.01%0.01%Q4 2022Q2 20232
Fusion Investment Group, LLC 220.01%0.02%0.02%Q4 2013Q1 20142
SFG Wealth Management, LLC. 220.20%0.20%0.21%Q4 2021Q1 20222
STANCORP INVESTMENT ADVISERS INC 220.47%0.52%0.58%Q4 2014Q1 20152
GUIDANCE CAPITAL, INC 220.42%0.43%0.44%Q2 2023Q3 20232
Covenant Partners, LLC 110.17%0.27%0.37%Q4 2019Q2 20222
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
HWG Holdings LP 110.00%0.00%0.00%Q4 2022Q4 20232
Signator Financial Services, Inc. 220.03%0.03%0.03%Q2 2013Q3 20132
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Harel Insurance Investments & Financial Services Ltd. 220.01%0.02%0.02%Q4 2020Q1 20212
FLAGSTAR ADVISORS INC 110.03%0.03%0.04%Q3 2021Q3 20222
Dana Investment Advisors, Inc. 220.01%0.01%0.01%Q2 2018Q3 20182
First Citizens Asset Management, Inc. 220.09%0.10%0.11%Q1 2023Q2 20232
Lion Street Advisors, LLC 110.10%0.15%0.19%Q1 2023Q3 20232
Live Oak Investment Partners 220.00%0.00%0.00%Q4 2022Q1 20232
Bridgeworth, LLC 110.07%0.09%0.11%Q2 2017Q2 20182
WCG Wealth Advisors LLC 220.04%0.05%0.06%Q2 2022Q3 20222
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
EFG Asset Management (Americas) Corp. 110.01%0.02%0.03%Q1 2014Q3 20162
BOENNING & SCATTERGOOD, INC. 110.04%0.04%0.04%Q1 2022Q4 20222
StoneX Group Inc. 220.04%0.04%0.04%Q3 2021Q4 20212
Verity Asset Management, Inc. 220.22%0.62%1.02%Q2 2018Q3 20182
SILVERLAKE WEALTH MANAGEMENT LLC 220.14%0.14%0.15%Q4 2021Q1 20222
DUBUQUE BANK & TRUST CO 110.00%0.00%0.01%Q2 2016Q3 20182
Concorde Asset Management, LLC 224.58%4.86%5.13%Q1 2015Q2 20152
Kendall Capital Management 220.48%0.56%0.64%Q4 2017Q1 20182
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.00%0.00%0.00%Q3 2018Q4 20182
Laird Norton Wetherby Wealth Management, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Bellwether Investment Group, LLC 110.45%0.46%0.47%Q2 2016Q4 20162
Paradigm, Strategies in Wealth Management, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
CUMBERLAND ADVISORS INC 220.27%0.37%0.48%Q2 2018Q3 20182
NVWM, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
National Wealth Management Group, LLC 220.73%0.82%0.91%Q2 2023Q3 20232
WBI INVESTMENTS, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
UNION SAVINGS BANK 220.00%0.00%0.00%Q2 2023Q3 20232
DeDora Capital, Inc. 110.00%0.00%0.00%Q4 2019Q1 20222
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q3 2016Q4 20162
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q1 20222
Southern Wealth Management, LLP 110.08%0.08%0.08%Q3 2022Q1 20232
Sageworth Trust Co of South Dakota 220.28%0.29%0.30%Q4 2022Q1 20232
RiverTree Advisors, LLC 221.29%1.34%1.39%Q3 2021Q4 20212
Keeler Thomas Management LLC 220.19%0.20%0.20%Q3 2019Q4 20192
Legacy Financial Group LLC 110.03%0.22%0.41%Q3 2021Q3 20232
Mathes Company, Inc. 221.25%1.28%1.31%Q2 2018Q3 20182
Second Half Financial Partners, LLC 220.50%0.50%0.50%Q1 2022Q2 20222
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
STIFEL NICOLAUS & CO INC \MO\ 220.22%0.24%0.25%Q2 2013Q3 20132
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Blackhawk Capital Partners LLC. 220.01%0.01%0.01%Q1 2018Q2 20182
Avalon Trust Co 220.00%0.00%0.00%Q2 2023Q3 20232
David J Yvars Group 220.13%0.13%0.14%Q1 2021Q2 20212
CEDAR CAPITAL, LLC 220.29%0.31%0.33%Q3 2016Q4 20162
Stearns Financial Services Group 110.00%0.00%0.00%Q4 2018Q4 20192
Eudaimonia Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Objective Capital Management, LLC 220.51%0.52%0.52%Q4 2021Q1 20222
RESOURCE CONSULTING GROUP INC 220.11%0.12%0.12%Q4 2021Q1 20222
Telos Capital Management, Inc. 220.33%0.33%0.33%Q2 2023Q3 20232
Sensible Financial Planning & Management, LLC. 220.00%0.00%0.01%Q3 2014Q4 20142
Fiduciary Trust Co International of Pennsylvania 220.01%0.01%0.01%Q2 2019Q3 20192
Beaumont Asset Management, L.L.C. 110.32%0.69%1.07%Q4 2019Q3 20232
Platte River Wealth Advisors, LLC 110.32%0.46%0.61%Q4 2019Q2 20202
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Smith & Howard Wealth Management, LLC 220.03%0.03%0.03%Q3 2013Q4 20132
Capital Advisory Group Advisory Services, LLC 220.02%0.23%0.44%Q4 2018Q1 20192
Quantitative Advantage, LLC 2210.40%10.80%11.20%Q3 2013Q4 20132
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Highland Financial Advisors, LLC 220.20%0.34%0.48%Q2 2022Q3 20222
Cornerstone Financial Partners, LLC 220.96%0.98%1.00%Q4 2016Q1 20172
Hirtle Callaghan & Co LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Legacy Private Trust Co. 220.06%0.06%0.06%Q2 2013Q3 20132
BBR PARTNERS, LLC 220.02%0.03%0.04%Q4 2019Q1 20202
Brown Miller Wealth Management, LLC 220.28%0.29%0.30%Q1 2021Q2 20212
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20142
Bernardo Wealth Planning LLC 220.19%0.19%0.19%Q4 2018Q1 20192
Trexquant Investment LP 110.02%0.05%0.08%Q1 2020Q3 20202
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Cornerstone Advisors, Inc. 220.00%0.00%0.01%Q3 2018Q4 20182
PagnatoKarp Partners LLC 220.07%0.07%0.07%Q2 2018Q3 20182
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2014Q2 20152
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
HOLDERNESS INVESTMENTS CO 110.10%0.14%0.17%Q3 2018Q2 20192
Shepherd Financial Partners LLC 220.06%0.06%0.06%Q2 2018Q3 20182
Steward Financial Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Smart Money Group LLC 220.25%0.40%0.54%Q3 2018Q4 20182
Sequent Asset Management, LLC 220.96%0.97%0.98%Q2 2023Q3 20232
ARTHUR M. COHEN & ASSOCIATES, LLC 220.06%0.07%0.09%Q4 2022Q1 20232
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Core Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Perennial Investment Advisors, LLC 110.47%0.47%0.47%Q4 2019Q4 20191
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
MADISON WEALTH MANAGEMENT 110.07%0.07%0.07%Q1 2022Q1 20221
HNP Capital LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Strategic Blueprint, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
New World Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Cedar Brook Financial Partners, LLC 110.17%0.17%0.17%Q2 2020Q2 20201
CWS Financial Advisors, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
FIRST NATIONAL TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20211
Lloyd Advisory Services, LLC. 110.03%0.03%0.03%Q4 2019Q4 20191
AMERICAN NATIONAL BANK 110.01%0.01%0.01%Q3 2022Q3 20221
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Wealth CMT 110.14%0.14%0.14%Q1 2023Q1 20231
Geneva Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.03%0.03%0.03%Q4 2018Q4 20181
BEAM WEALTH ADVISORS, INC. 110.38%0.38%0.38%Q4 2019Q4 20191
Walleye Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Bell Rock Capital LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Wambolt & Associates, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Belvedere Advisors LLC 110.35%0.35%0.35%Q1 2019Q1 20191
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Filbrandt Wealth Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Mount Yale Investment Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Spotlight Asset Group, Inc. 110.84%0.84%0.84%Q1 2021Q1 20211
Capital Market Strategies LLC 110.18%0.18%0.18%Q4 2023Q4 20231
Truadvice, LLC 111.96%1.96%1.96%Q2 2022Q2 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Johnson Midwest Financial, LLC 1115.63%15.63%15.63%Q1 2021Q1 20211
AURORA FINANCIAL ADVISORS, LLC 110.32%0.32%0.32%Q4 2017Q4 20171
Capstone Triton Financial Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
ARQ WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Kabarec Financial Advisors, Ltd. 110.00%0.00%0.00%Q1 2018Q1 20181
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Sequoia Wealth Management, LLC 110.31%0.31%0.31%Q4 2017Q4 20171
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Horst & Graben Wealth Management LLC 110.06%0.06%0.06%Q1 2023Q1 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Murphy, Middleton, Hinkle & Parker, Inc. 110.16%0.16%0.16%Q2 2018Q2 20181
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
GFS Private Wealth, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Claraphi Advisory Network, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Legacy Advisors, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Cordatus Wealth Management LLC 112.55%2.55%2.55%Q2 2023Q2 20231
Stratos Investment Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Pinnacle Wealth Advisors 110.60%0.60%0.60%Q2 2021Q2 20211
Running Point Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tandem Wealth Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Flaharty Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Greenhouse Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Financial Advisors Network, Inc. 110.30%0.30%0.30%Q3 2023Q3 20231
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Independent Advisor Alliance 110.09%0.09%0.09%Q4 2019Q4 20191
San Luis Wealth Advisors LLC 110.06%0.06%0.06%Q1 2022Q1 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
IRONWOOD WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2020Q4 20201
Hilltop Holdings Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
Stone House Investment Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Interchange Capital Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CONCENTRIC WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Bridge Advisory, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
Navis Wealth Advisors, LLC 112.84%2.84%2.84%Q4 2022Q4 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Financial Consulate Inc. 110.58%0.58%0.58%Q2 2021Q2 20211
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
First Capital Advisors Group, LLC. 110.02%0.02%0.02%Q1 2018Q1 20181
Catamount Wealth Management 110.01%0.01%0.01%Q3 2016Q3 20161
MARYLAND CAPITAL ADVISORS INC. 110.01%0.01%0.01%Q4 2021Q4 20211
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Andrew Hill Investment Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
DEARBORN PARTNERS LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Mill Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Highland Private Wealth Management 112.12%2.12%2.12%Q1 2018Q1 20181
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Manhattan West Asset Management, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q4 2022Q4 20221
American Trust 110.02%0.02%0.02%Q1 2022Q1 20221
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Proficio Capital Partners LLC 110.04%0.04%0.04%Q1 2019Q1 20191
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
Confluence Wealth Services, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.02%0.02%0.02%Q4 2022Q4 20221
KRS Capital Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Life Planning Partners, Inc 110.01%0.01%0.01%Q1 2022Q1 20221
Zions Bancorporation 110.00%0.00%0.00%Q2 2016Q2 20161
Blackston Financial Advisory Group, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Pointe Capital Management LLC 112.67%2.67%2.67%Q4 2016Q4 20161
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
SBK Financial, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Ascent Group, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Community Bank, N.A. 110.01%0.01%0.01%Q3 2022Q3 20221
Doman Group, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
Comprehensive Financial Consultants Institutional, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Leisure Capital Management 110.14%0.14%0.14%Q4 2021Q4 20211
Compass Ion Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 115.77%5.77%5.77%Q4 2020Q4 20201
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Tradewinds Capital Management, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
INTEGRATED CAPITAL MANAGEMENT, INC. 110.64%0.64%0.64%Q2 2021Q2 20211
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Creative Capital Management Investments LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Verum Partners LLC 110.18%0.18%0.18%Q2 2023Q2 20231
Gallacher Capital Management LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Family Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Stephens Consulting, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TDAM USA INC. 110.25%0.25%0.25%Q3 2013Q3 20131
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
BREITER CAPITAL MANAGEMENT INC 112.43%2.43%2.43%Q4 2018Q4 20181
NOTTINGHAM ADVISORS, INC. 110.04%0.04%0.04%Q4 2022Q4 20221
Jefferies Group LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Midwest Financial Group LLC 111.44%1.44%1.44%Q1 2023Q1 20231
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Matthew Goff Investment Advisor, LLC 110.24%0.24%0.24%Q2 2018Q2 20181
Noble Family Wealth, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Atomi Financial Group, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
BOYS ARNOLD & CO INC 110.04%0.04%0.04%Q3 2018Q3 20181
Field & Main Bank 110.01%0.01%0.01%Q2 2022Q2 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Cordasco Financial Network 110.02%0.02%0.02%Q1 2017Q1 20171
Penserra Capital Management LLC 110.14%0.14%0.14%Q3 2018Q3 20181
United Community Bank 110.13%0.13%0.13%Q3 2023Q3 20231
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q2 2022Q2 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Southland Equity Partners LLC 110.16%0.16%0.16%Q4 2021Q4 20211
BEACON FINANCIAL GROUP 110.05%0.05%0.05%Q3 2013Q3 20131
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2019Q4 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Waverly Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Goelzer Investment Management, Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
FIRST HORIZON CORP 110.12%0.12%0.12%Q2 2013Q2 20131
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Camarda Financial Advisors, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Rezny Wealth Management, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
J.Safra Asset Management Corp 111.67%1.67%1.67%Q4 2016Q4 20161
Peregrine Asset Advisers, Inc. 110.51%0.51%0.51%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.15%0.15%0.15%Q2 2017Q2 20171
GERMAN AMERICAN BANCORP, INC. 110.06%0.06%0.06%Q3 2018Q3 20181
Clean Yield Group 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Advantage, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
First Long Island Investors, LLC 110.08%0.08%0.08%Q3 2018Q3 20181
CAPE COD FIVE CENTS SAVINGS BANK 110.04%0.04%0.04%Q4 2016Q4 20161
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Banyan Partners, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
TIEDEMANN ADVISORS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Sageworth Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RUSHMORE INVESTMENT ADVISORS, INC. 111.54%1.54%1.54%Q2 2013Q2 20131
Mechanics Bank Trust Department 110.02%0.02%0.02%Q3 2019Q3 20191
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
GFS Advisors, LLC 110.14%0.14%0.14%Q1 2016Q1 20161
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q2 2013Q2 20131
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Rafferty Asset Management, LLC 111.50%1.50%1.50%Q2 2013Q2 20131
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
MONTAG A & ASSOCIATES INC 110.00%0.00%0.00%Q4 2022Q4 20221
EMORY UNIVERSITY 111.01%1.01%1.01%Q2 2011Q2 20111
BEDEL FINANCIAL CONSULTING INC 110.08%0.08%0.08%Q3 2023Q3 20231
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q4 2020Q4 20201
Clark Capital Management Group, Inc. 110.61%0.61%0.61%Q2 2020Q2 20201
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Aris Wealth Services, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Jane Street Holding, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2022Q4 20221
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Essex Financial Services, Inc. 110.10%0.10%0.10%Q1 2014Q1 20141
Tygh Capital Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Country Club Trust Company, n.a. 110.02%0.02%0.02%Q4 2021Q4 20211
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 110.19%0.19%0.19%Q2 2021Q2 20211
FMA ADVISORY INC 110.00%0.00%0.00%Q2 2015Q2 20151
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Heartwood Wealth Advisors LLC 110.54%0.54%0.54%Q4 2019Q4 20191
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Silicon Hills Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Olympiad Research LP 110.15%0.15%0.15%Q4 2019Q4 20191
Tranquility Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Y-Intercept (Hong Kong) Ltd 110.06%0.06%0.06%Q2 2021Q2 20211
External links

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