ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.02%0.10%Q4 2012Q3 202344
WHITTIER TRUST CO 42420.01%0.04%0.11%Q2 2013Q3 202342
Bangor Savings Bank 42420.02%0.11%0.33%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
Cypress Capital Group 42420.19%0.77%1.62%Q2 2013Q3 202342
US BANCORP \DE\ 42420.05%0.16%0.26%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.10%0.33%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.18%0.71%1.50%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.03%0.22%0.39%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.05%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.04%0.10%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.10%0.22%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.06%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.04%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.03%0.25%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.02%0.22%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.05%0.16%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.00%0.02%0.04%Q3 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.01%0.04%0.10%Q2 2013Q3 202341
JPMORGAN CHASE & CO 3560.00%0.01%0.04%Q2 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 3740.00%0.01%0.02%Q2 2013Q3 202341
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.00%0.01%0.03%Q2 2013Q3 202340
Valmark Advisers, Inc. 40400.01%0.02%0.08%Q4 2013Q3 202340
BUCKINGHAM STRATEGIC WEALTH, LLC 3730.11%0.36%0.73%Q2 2013Q3 202340
Curbstone Financial Management Corp 40400.92%2.03%3.00%Q1 2014Q4 202340
Wunderlich Capital Managemnt 40401.25%1.66%2.21%Q4 2013Q3 202340
GOLDMAN SACHS GROUP INC 40400.00%0.00%0.02%Q4 2013Q3 202340
OPPENHEIMER & CO INC 28120.01%0.05%0.16%Q2 2013Q3 202340
CPWM, LLC 40400.04%0.10%0.22%Q4 2012Q3 202240
NAPLES GLOBAL ADVISORS, LLC 40400.18%0.26%0.38%Q4 2013Q3 202340
COMERICA BANK 3910.02%0.06%0.19%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.03%0.10%0.28%Q4 2013Q3 202340
West Coast Financial LLC 40400.04%0.24%0.49%Q4 2013Q3 202340
Avior Wealth Management, LLC 39390.00%0.02%0.06%Q1 2014Q3 202339
Autus Asset Management, LLC 39390.15%0.33%0.63%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.01%0.03%0.07%Q1 2014Q3 202339
Legacy Private Trust Co. 3710.04%0.33%1.67%Q4 2013Q3 202338
Capital Investment Advisors, LLC 38380.02%0.07%0.09%Q3 2014Q4 202338
INTERACTIVE FINANCIAL ADVISORS, INC. 38380.00%0.01%0.04%Q3 2013Q4 202238
Capital Directions Investment Advisors, LLC 3170.03%0.24%0.63%Q2 2013Q4 202238
Private Advisor Group, LLC 22160.02%0.04%0.09%Q1 2014Q3 202338
LaFleur & Godfrey LLC 37370.15%0.60%1.03%Q2 2013Q2 202237
CAPE ANN SAVINGS BANK 1710.18%0.44%0.96%Q2 2013Q3 202337
Ameritas Investment Partners, Inc. 36360.00%0.02%0.05%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.05%0.40%0.62%Q4 2014Q3 202336
JAMES INVESTMENT RESEARCH INC 36360.03%0.38%0.68%Q4 2014Q3 202336
MATHER GROUP, LLC. 36360.02%0.28%0.64%Q4 2014Q3 202336
DAVENPORT & Co LLC 36360.01%0.02%0.04%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.01%0.05%0.29%Q4 2014Q3 202336
BESSEMER GROUP INC 36360.00%0.00%0.01%Q4 2014Q3 202336
UBS Group AG 36360.02%0.05%0.08%Q4 2014Q3 202336
Destination Wealth Management 1610.01%0.58%1.88%Q1 2013Q3 202336
CITIGROUP INC 2930.00%0.01%0.09%Q2 2013Q3 202336
HUNTINGTON NATIONAL BANK 36360.00%0.02%0.04%Q4 2014Q3 202336
Brinker Capital Investments, LLC 2880.01%0.14%0.33%Q2 2013Q4 202236
Haverford Trust Co 1610.01%0.01%0.04%Q4 2013Q3 202335
Creative Planning 1650.00%0.03%0.26%Q1 2014Q3 202335
Allworth Financial LP 35350.04%0.32%0.63%Q1 2015Q3 202335
Baird Financial Group, Inc. 34340.00%0.01%0.10%Q2 2015Q3 202334
ASSETMARK, INC 3210.00%0.01%0.20%Q4 2013Q3 202333
ALESCO ADVISORS LLC 33330.03%0.16%0.51%Q3 2015Q3 202333
Capital Analysts, LLC 33330.00%0.02%0.13%Q3 2015Q3 202333
TD Capital Management LLC 2940.00%1.19%3.10%Q3 2014Q3 202333
SONATA CAPITAL GROUP INC 33330.30%0.45%0.63%Q4 2014Q4 202233
Endurance Wealth Management, Inc. 33330.03%0.09%0.21%Q2 2015Q2 202333
Boltwood Capital Management 33330.20%0.34%0.82%Q4 2015Q4 202333
Gemmer Asset Management LLC 33330.01%0.05%0.14%Q1 2014Q1 202233
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 3110.00%0.02%0.09%Q1 2015Q3 202332
SIGMA INVESTMENT COUNSELORS INC 18140.03%0.21%0.90%Q2 2013Q3 202332
Family Firm, Inc. 32320.10%0.19%0.34%Q4 2014Q3 202232
Allen Investment Management, LLC 18140.01%0.18%0.47%Q2 2014Q2 202232
Capital Investment Services of America, Inc. 32320.04%0.06%0.08%Q4 2015Q3 202332
JUNCTURE WEALTH STRATEGIES, LLC 3010.18%0.59%1.30%Q3 2015Q4 202331
Efficient Advisors, LLC 31310.19%0.74%1.52%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.03%0.11%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.06%0.22%Q4 2015Q3 202331
FIRST NATIONAL TRUST CO 2730.02%0.05%0.12%Q2 2013Q3 202330
Rehmann Capital Advisory Group 1520.04%0.13%0.35%Q2 2013Q3 202330
Advisors Preferred, LLC 1610.09%0.51%1.63%Q4 2013Q2 202230
Raymond James Financial Services Advisors, Inc. 2280.01%0.02%0.05%Q1 2016Q3 202330
Horan Securities, Inc. 2280.22%0.86%1.46%Q1 2016Q3 202330
TRUIST FINANCIAL CORP 2090.00%0.01%0.05%Q1 2016Q3 202329
PINNACLE ASSOCIATES LTD 2360.00%0.04%0.06%Q2 2013Q2 202229
LEAVELL INVESTMENT MANAGEMENT, INC. 2810.02%0.03%0.04%Q4 2013Q4 202229
Cornerstone Wealth Management, LLC 2510.03%0.08%0.16%Q1 2016Q3 202329
Stratos Wealth Partners, LTD. 29290.01%0.07%0.26%Q3 2016Q3 202329
Symmetry Partners, LLC 29290.16%0.51%1.13%Q4 2016Q4 202329
Chesley Taft & Associates LLC 14140.02%0.07%0.19%Q4 2015Q3 202328
Vigilant Capital Management, LLC 2710.01%0.08%0.18%Q2 2013Q3 202228
Steward Partners Investment Advisory, LLC 28280.03%0.14%0.41%Q4 2016Q3 202328
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2040.01%0.09%0.17%Q2 2013Q1 202128
BOYS ARNOLD & CO INC 28280.46%0.87%1.46%Q2 2013Q1 202028
Probity Advisors, Inc. 1820.76%1.02%1.52%Q2 2016Q3 202328
Occidental Asset Management, LLC 27270.06%0.21%0.38%Q2 2016Q4 202227
Sargent Bickham Lagudis LLC 27270.10%0.20%0.55%Q2 2016Q4 202227
LINCOLN NATIONAL CORP 27270.01%0.07%0.19%Q1 2017Q3 202327
CAPTRUST FINANCIAL ADVISORS 2610.00%0.18%0.50%Q4 2016Q3 202327
Parallel Advisors, LLC 16110.00%0.02%0.11%Q4 2016Q3 202327
Highland Private Wealth Management 1890.10%0.16%0.30%Q4 2015Q3 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.04%0.13%Q2 2013Q4 201927
Provident Investment Management, Inc. 1930.03%0.15%0.42%Q4 2015Q4 202227
JANE STREET GROUP, LLC 610.00%0.03%0.11%Q1 2014Q3 202327
ENTERPRISE FINANCIAL SERVICES CORP 2520.05%0.28%0.63%Q2 2014Q3 202127
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1440.03%1.46%3.16%Q3 2016Q3 202327
MML INVESTORS SERVICES, LLC 26260.01%0.09%0.19%Q2 2017Q3 202326
Archford Capital Strategies, LLC 14120.04%0.13%0.20%Q2 2014Q3 202326
OneDigital Investment Advisors LLC 26260.05%0.37%0.99%Q2 2017Q3 202326
Advisory Services Network, LLC 26260.01%0.11%0.23%Q2 2017Q3 202326
Advocacy Wealth Management Services, LLC 16100.03%0.09%0.20%Q1 2016Q3 202226
Clearwater Capital Advisors, LLC 2420.06%0.31%0.64%Q4 2016Q3 202326
Global Retirement Partners, LLC 26260.00%0.01%0.07%Q2 2017Q3 202326
Patten Group, Inc. 1310.01%0.31%0.88%Q4 2014Q3 202326
One Capital Management, LLC 2511.37%4.44%7.63%Q2 2015Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 25250.01%0.03%0.16%Q4 2017Q4 202325
QUANTUM CAPITAL MANAGEMENT 15100.03%0.12%0.55%Q2 2013Q3 202025
Newman Dignan & Sheerar, Inc. 25250.01%0.24%0.96%Q2 2016Q2 202225
CAHABA WEALTH MANAGEMENT, INC. 25250.15%1.21%3.47%Q3 2017Q3 202325
Avantax Planning Partners, Inc. 2110.00%0.68%2.74%Q1 2017Q3 202325
FCA CORP /TX 25250.21%0.26%0.35%Q3 2017Q3 202325
KWMG, LLC 2410.15%0.31%0.82%Q4 2016Q3 202325
Perigon Wealth Management, LLC 1210.01%0.10%0.29%Q3 2011Q3 202325
Wealthcare Advisory Partners LLC 25250.01%0.10%0.33%Q3 2017Q3 202325
JOHNSON INVESTMENT COUNSEL INC 25250.00%0.01%0.03%Q2 2013Q2 201925
WHITE PINE CAPITAL LLC 2140.12%0.32%1.99%Q4 2015Q1 202225
TIAA, FSB 25250.01%0.17%0.62%Q2 2017Q2 202325
BDO Wealth Advisors, LLC 25250.02%0.10%0.34%Q2 2017Q2 202325
Beaumont Financial Partners, LLC 24240.03%0.35%0.62%Q4 2016Q3 202224
PHILLIPS FINANCIAL MANAGEMENT, LLC 1310.29%0.50%0.81%Q2 2013Q3 202324
Windsor Wealth Management, Inc. 24240.30%2.05%5.16%Q4 2017Q3 202324
Cetera Investment Advisers 13110.02%0.24%0.52%Q1 2016Q3 202324
Glenview Trust Co 1510.02%0.06%0.14%Q4 2012Q3 202324
WealthShield Partners, LLC 24240.11%0.26%0.49%Q4 2017Q3 202324
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1540.02%0.18%0.50%Q4 2015Q3 202324
Karpus Management, Inc. 24240.04%0.56%1.34%Q4 2016Q3 202224
AFT, FORSYTH & COMPANY, INC. 2220.28%0.43%0.64%Q2 2013Q1 202324
Winthrop Advisory Group LLC 24240.04%0.53%1.02%Q4 2017Q3 202324
PDS Planning, Inc 24240.82%1.44%2.12%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.04%0.59%1.22%Q4 2017Q3 202324
WEALTHSOURCE PARTNERS, LLC 24240.05%0.28%0.75%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.05%0.07%Q4 2017Q3 202324
Aviance Capital Partners, LLC 1590.07%0.13%0.26%Q3 2013Q3 202324
White Lighthouse Investment Management Inc. 24240.24%0.37%0.58%Q4 2017Q3 202324
Slow Capital, Inc. 24240.34%1.37%4.41%Q4 2017Q3 202324
BLB&B Advisors, LLC 23230.02%0.03%0.05%Q1 2016Q3 202123
GRIMES & COMPANY, INC. 1940.02%0.48%2.77%Q3 2015Q3 202323
First Allied Advisory Services, Inc. 1420.01%0.05%0.21%Q2 2013Q3 202023
Bray Capital Advisors 23230.00%0.35%1.71%Q1 2018Q3 202323
COMERICA SECURITIES INC 23230.07%0.36%1.58%Q2 2013Q4 201823
CWM, LLC 1410.00%0.00%0.02%Q4 2013Q3 202323
Confluence Wealth Management LLC 2210.15%0.89%1.66%Q2 2014Q3 202023
Fragasso Group Inc. 1670.12%0.44%1.97%Q4 2016Q4 202323
Broadview Financial Management, LLC 23230.19%0.67%1.40%Q4 2017Q2 202323
Avidian Wealth Solutions, LLC 23230.08%0.94%2.18%Q1 2018Q3 202323
Relaxing Retirement Coach 1930.08%1.67%4.81%Q4 2017Q2 202322
BANK OF MONTREAL /CAN/ 1120.00%0.01%0.03%Q2 2013Q3 202322
Sigma Planning Corp 11110.01%0.04%0.10%Q3 2016Q3 202322
BLAIR WILLIAM & CO/IL 2110.00%0.01%0.04%Q4 2017Q3 202322
Tortoise Investment Management, LLC 1530.00%0.01%0.05%Q4 2012Q3 202322
Atria Investments, Inc 1410.02%0.05%0.10%Q4 2014Q3 202322
Ironwood Wealth Management, LLC. 1210.03%1.14%2.56%Q3 2017Q3 202321
EP Wealth Advisors, LLC 21210.02%0.07%0.40%Q3 2018Q3 202321
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 21210.02%0.10%0.18%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Lido Advisors, LLC 1210.01%0.02%0.06%Q3 2017Q3 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.16%0.43%1.11%Q4 2018Q4 202321
Elmwood Wealth Management, Inc. 1120.92%1.43%2.94%Q1 2018Q3 202321
Cetera Advisor Networks LLC 1910.01%0.04%0.12%Q3 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.09%0.21%Q3 2018Q3 202321
First Horizon Advisors, Inc. 11100.01%0.04%0.09%Q3 2016Q3 202321
GOULD ASSET MANAGEMENT LLC /CA/ 21210.08%0.15%0.30%Q3 2018Q3 202321
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1610.00%0.05%0.15%Q1 2014Q3 202321
Crestwood Advisors Group, LLC 2010.00%0.16%0.86%Q1 2017Q3 202321
PRUDENTIAL FINANCIAL INC 21210.00%0.01%0.01%Q3 2018Q3 202321
C-J Advisory, Inc. 21212.47%3.53%4.28%Q3 2016Q3 202121
Compass Financial Group, Inc. 21210.22%0.57%1.34%Q3 2018Q3 202321
MUFG Americas Holdings Corp 1510.00%0.02%0.05%Q1 2011Q3 202220
Dakota Wealth Management 1820.05%0.31%0.66%Q2 2018Q3 202320
American Portfolios Advisors 20200.03%0.08%0.31%Q4 2017Q3 202220
Private Portfolio Partners LLC 20200.55%1.12%1.73%Q4 2018Q3 202320
NORTHWEST WEALTH MANAGEMENT, LLC 20200.44%1.30%2.04%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20200.30%1.27%4.55%Q4 2018Q3 202320
BTC Capital Management, Inc. 1140.05%0.10%0.18%Q3 2014Q1 202120
Freestone Capital Holdings, LLC 20200.08%0.35%0.58%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.10%1.05%2.05%Q4 2018Q3 202320
AlphaMark Advisors, LLC 1640.00%0.04%0.08%Q4 2016Q4 202220
Omega Financial Group, LLC 20200.25%0.97%1.57%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.03%0.80%1.51%Q4 2018Q3 202320
CONDOR CAPITAL MANAGEMENT 20200.57%0.70%0.87%Q4 2018Q3 202320
Windham Capital Management, LLC 20201.37%8.98%14.31%Q4 2018Q3 202320
NewEdge Advisors, LLC 20200.02%0.12%0.50%Q4 2018Q3 202320
Riverview Trust Co 20200.05%1.25%3.91%Q4 2018Q3 202320
Orgel Wealth Management, LLC 1140.01%1.27%8.10%Q4 2017Q3 202320
Bernardo Wealth Planning LLC 20200.15%0.45%0.91%Q4 2018Q3 202320
Grove Bank & Trust 20200.35%0.97%2.15%Q4 2018Q3 202320
OPTIMUM INVESTMENT ADVISORS 19190.05%0.06%0.08%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Alexandria Capital, LLC 1270.02%0.07%0.16%Q2 2013Q3 202119
WEBSTER BANK, N. A. 1810.00%0.01%0.03%Q1 2014Q1 202119
Asset Dedication, LLC 1450.00%0.02%0.08%Q4 2018Q3 202319
1607 Capital Partners, LLC 1110.02%0.50%0.64%Q3 2018Q3 202319
Roundview Capital LLC 19190.39%0.66%1.21%Q1 2019Q3 202319
CALTON & ASSOCIATES, INC. 1810.09%0.16%0.30%Q4 2017Q4 202219
Ellevest, Inc. 19190.04%4.32%5.40%Q1 2019Q3 202319
LAZARD ASSET MANAGEMENT LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Columbus Macro, LLC 19190.08%0.40%0.97%Q1 2019Q3 202319
RAYMOND JAMES TRUST N.A. 19190.03%0.09%0.15%Q1 2019Q3 202319
Exchange Capital Management, Inc. 1720.03%0.29%0.70%Q2 2018Q3 202319
SouthState Corp 1310.01%0.03%0.10%Q4 2013Q3 202319
Armor Investment Advisors, LLC 19190.00%0.57%1.32%Q1 2019Q3 202319
Jordan Park Group LLC 19190.39%0.61%1.03%Q1 2019Q3 202319
CAPRIN ASSET MANAGEMENT LLC /ADV 19190.04%0.13%1.16%Q4 2016Q2 202119
COMERICA SECURITIES,INC. 19190.03%0.13%0.43%Q1 2019Q3 202319
Boston Standard Wealth Management, LLC 910.06%0.23%0.51%Q4 2014Q1 202319
People's United Financial, Inc. 19190.02%0.08%0.17%Q3 2017Q1 202219
DEUTSCHE BANK AG\ 1630.00%0.00%0.01%Q2 2014Q3 202319
Integrated Wealth Concepts LLC 1710.04%0.10%0.17%Q4 2017Q3 202318
Renaissance Technologies 910.00%0.01%0.04%Q1 2018Q3 202318
FIFTH THIRD SECURITIES, INC. 810.18%0.54%1.44%Q1 2016Q3 202318
Patriot Financial Group Insurance Agency, LLC 1440.02%0.06%0.12%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.07%Q2 2013Q3 201718
Texas Yale Capital Corp. 18180.06%0.42%0.96%Q2 2013Q3 201718
Portland Global Advisors LLC 1620.35%0.61%1.27%Q2 2014Q3 202318
IFG Advisory, LLC 1510.04%0.11%0.17%Q4 2017Q3 202318
Mariner, LLC 1620.00%0.16%0.40%Q1 2019Q3 202318
D.A. DAVIDSON & CO. 810.00%0.00%0.01%Q2 2013Q3 202318
Strategic Wealth Partners, Ltd. 18180.05%0.23%1.31%Q4 2018Q1 202318
Mutual Advisors, LLC 1520.04%0.06%0.10%Q2 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.30%0.36%0.45%Q3 2019Q3 202317
Private Ocean, LLC 17170.01%0.18%0.74%Q3 2019Q3 202317
Bartlett & Co. LLC 740.00%0.00%0.00%Q4 2018Q3 202317
Cypress Wealth Services, LLC 17170.10%0.16%0.30%Q3 2019Q3 202317
Pinnacle Wealth Management Advisory Group, LLC 17170.38%0.97%1.76%Q4 2014Q4 201817
HL FINANCIAL SERVICES LLC 1340.00%0.08%0.14%Q2 2013Q1 201817
LVW Advisors, LLC 17170.49%0.86%1.41%Q3 2019Q3 202317
PFS INVESTMENTS INC. 1340.02%0.08%0.18%Q1 2019Q2 202317
SP Asset Management 980.10%0.27%0.45%Q2 2018Q3 202217
COLDSTREAM CAPITAL MANAGEMENT INC 1210.01%0.55%1.26%Q1 2017Q3 202317
Hubbell Strickland Wealth Management, LLC 17170.14%0.36%0.66%Q3 2019Q3 202317
PRIO WEALTH LIMITED PARTNERSHIP 17170.03%0.18%0.34%Q3 2019Q3 202317
SHEETS SMITH WEALTH MANAGEMENT 17170.04%1.53%4.47%Q3 2019Q3 202317
Beacon Pointe Advisors, LLC 17170.14%0.56%1.26%Q3 2019Q3 202317
Stratos Investment Management, LLC 17170.06%0.14%0.26%Q3 2019Q3 202317
Bull Street Advisors, LLC 17170.18%0.82%1.41%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.04%0.10%Q3 2019Q3 202317
StrategIQ Financial Group, LLC 17170.04%0.10%0.29%Q3 2019Q3 202317
Guidance Point Advisors, LLC 17170.10%0.39%0.59%Q4 2018Q4 202217
PRIVATE TRUST CO NA 710.01%0.07%0.13%Q1 2014Q3 202317
BEACON FINANCIAL GROUP 1520.04%0.18%0.30%Q2 2017Q4 202217
PATHSTONE FAMILY OFFICE, LLC 1330.02%0.12%0.71%Q2 2019Q3 202316
SIGNATUREFD, LLC 1060.00%0.01%0.01%Q2 2018Q3 202316
MainStreet Investment Advisors LLC 16160.05%0.21%0.39%Q4 2019Q3 202316
Financial Engines Advisors L.L.C. 16160.00%0.01%0.05%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
Kovack Advisors, Inc. 16160.04%0.07%0.10%Q4 2019Q3 202316
AE Wealth Management LLC 16160.01%0.02%0.07%Q4 2019Q3 202316
Inscription Capital, LLC 1060.12%1.28%3.98%Q4 2018Q4 202216
McNaughton Wealth Management, LLC 16160.49%0.79%1.20%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.01%0.18%0.29%Q4 2019Q3 202316
Sterling Investment Advisors, Ltd. 16160.01%0.03%0.04%Q3 2018Q2 202216
Walkner Condon Financial Advisors LLC 16160.27%0.45%0.75%Q4 2019Q3 202316
IHT Wealth Management, LLC 1510.00%0.57%1.72%Q4 2016Q4 202116
Soltis Investment Advisors LLC 16160.58%0.96%1.36%Q4 2019Q3 202316
BROWN BROTHERS HARRIMAN & CO 1420.00%0.00%0.00%Q3 2013Q3 202316
Raub Brock Capital Management LP 1060.12%2.25%6.11%Q4 2017Q3 202316
Continuum Advisory, LLC 910.09%0.22%0.77%Q4 2018Q3 202316
Beacon Financial Advisory LLC 16160.19%0.28%0.40%Q4 2019Q3 202316
BSW Wealth Partners 1150.08%0.43%1.07%Q4 2017Q2 202316
Meridian Wealth Partners, LLC 16160.62%2.74%4.34%Q4 2019Q3 202316
GIRARD PARTNERS LTD. 1310.02%0.05%0.10%Q4 2016Q4 202216
PBMares Wealth Management LLC 16160.21%0.47%0.97%Q4 2019Q3 202316
Cetera Advisors LLC 1310.01%0.04%0.09%Q1 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.01%0.02%Q4 2019Q3 202316
DEAN INVESTMENT ASSOCIATES, LLC 16160.07%0.13%0.17%Q4 2019Q3 202316
PEAPACK GLADSTONE FINANCIAL CORP 1420.01%0.03%0.07%Q2 2013Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 1510.00%0.91%1.91%Q1 2019Q3 202316
Icon Wealth Partners, LLC 810.03%0.33%0.59%Q4 2017Q3 202316
ALPHA WINDWARD LLC 1030.00%0.04%0.17%Q4 2014Q3 202016
Heartwood Wealth Advisors LLC 16160.07%1.12%2.04%Q4 2019Q3 202316
Antonetti Capital Management LLC 910.10%0.41%0.72%Q2 2010Q3 202316
FAS Wealth Partners, Inc. 16160.00%0.10%0.23%Q4 2018Q3 202216
Arkfeld Wealth Strategies, L.L.C. 16160.33%1.09%3.61%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.62%0.96%1.55%Q4 2019Q3 202316
Graves Light Lenhart Wealth, Inc. 16160.07%2.05%3.20%Q4 2018Q3 202216
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.02%Q2 2013Q3 202316
Sound View Wealth Advisors Group, LLC 16160.04%0.06%0.10%Q2 2019Q1 202316
FIRST FOUNDATION ADVISORS 1510.01%0.02%0.03%Q4 2016Q1 202216
BALLAST ADVISORS LLC 16160.12%0.17%0.29%Q4 2019Q3 202316
Financial Strategies Group, Inc. 15150.26%0.48%0.94%Q1 2020Q3 202315
PARK AVENUE SECURITIES LLC 1410.01%0.21%0.40%Q4 2019Q3 202315
BARCLAYS PLC 1010.00%0.00%0.00%Q2 2013Q3 202315
OSAIC HOLDINGS, INC. 15150.06%0.08%0.12%Q1 2020Q3 202315
Apella Capital, LLC 1231.20%1.61%2.35%Q1 2020Q4 202315
Disciplined Investments, LLC 15150.05%0.38%0.72%Q4 2019Q2 202315
Independence Advisors, LLC 1232.39%4.16%6.65%Q4 2016Q3 202015
DUBUQUE BANK & TRUST CO 15150.08%0.22%0.34%Q1 2020Q3 202315
AllSquare Wealth Management LLC 1320.02%0.03%0.05%Q4 2014Q4 202215
BBVA USA Bancshares, Inc. 1320.01%0.03%0.06%Q2 2014Q1 202115
Capital Wealth Alliance, LLC 15150.20%0.34%0.60%Q4 2019Q2 202315
AdvisorNet Financial, Inc 15150.00%0.01%0.07%Q1 2020Q3 202315
STEPHENS INC /AR/ 1050.00%0.05%0.08%Q4 2015Q2 202315
LAKE STREET ADVISORS GROUP, LLC 1050.03%0.48%2.03%Q1 2019Q3 202315
NEXT Financial Group, Inc 1310.00%0.15%0.42%Q3 2017Q4 202115
RAND WEALTH, LLC 1050.06%0.11%0.17%Q2 2014Q3 201815
MSI Financial Services Inc 15150.02%0.10%0.20%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.01%0.04%Q2 2013Q4 201615
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Hilltop Holdings Inc. 15150.09%0.13%0.20%Q1 2015Q3 201815
Sowell Financial Services LLC 710.03%0.08%0.25%Q4 2018Q3 202315
BCS Wealth Management 1410.10%0.18%0.26%Q4 2019Q3 202315
PRINCIPAL FINANCIAL GROUP INC 15150.00%0.00%0.01%Q4 2018Q2 202215
Orion Portfolio Solutions, LLC 15150.08%0.22%0.47%Q1 2020Q3 202315
Horiko Capital Management LLC 960.76%6.14%15.69%Q4 2018Q3 202315
Stratos Wealth Advisors, LLC 15150.04%0.09%0.13%Q1 2020Q3 202315
COLONY GROUP LLC 710.01%0.13%0.31%Q3 2014Q3 202314
Avitas Wealth Management LLC 14140.06%0.17%0.57%Q2 2020Q3 202314
Apexium Financial, LP 14140.08%0.30%0.62%Q2 2020Q3 202314
Mattern Wealth Management LLC 14140.07%0.67%1.70%Q2 2020Q3 202314
LBA Wealth Management, LLC 14140.11%0.25%0.34%Q4 2013Q1 201714
Equitable Holdings, Inc. 14140.01%0.07%0.27%Q2 2020Q3 202314
EVERETT HARRIS & CO /CA/ 14140.00%0.01%0.01%Q2 2020Q3 202314
Single Point Partners, LLC 711.56%2.08%3.02%Q4 2019Q3 202314
Hirtle Callaghan & Co LLC 950.01%0.07%0.21%Q3 2019Q3 202314
M&T BANK CORP 14140.00%0.04%0.16%Q2 2020Q3 202314
Winfield Associates, Inc. 14140.48%0.59%0.71%Q4 2018Q1 202214
Eldridge Investment Advisors, Inc. 14140.12%0.15%0.20%Q4 2018Q1 202214
Kingsview Wealth Management, LLC 860.02%0.04%0.06%Q1 2020Q3 202314
C M BIDWELL & ASSOCIATES LTD 1310.01%0.24%0.64%Q3 2019Q3 202314
Almanack Investment Partners, LLC. 620.03%0.07%0.12%Q4 2017Q1 202314
AJ WEALTH STRATEGIES, LLC 630.09%0.35%0.94%Q4 2016Q2 202314
Column Capital Advisors, LLC 1310.10%1.62%5.09%Q4 2019Q3 202314
Fieldpoint Private Securities, LLC 770.04%0.13%0.36%Q2 2018Q2 202214
McAdam, LLC 14140.02%0.12%0.27%Q2 2020Q3 202314
QUADRANT CAPITAL GROUP LLC 14140.01%0.09%0.31%Q2 2019Q3 202214
Jacobsen Capital Management 1130.23%0.44%1.06%Q2 2019Q3 202314
AMG National Trust Bank 14140.15%0.23%0.36%Q2 2020Q3 202314
Jaffetilchin Investment Partners, LLC 710.06%0.75%1.83%Q2 2013Q4 201914
Brookstone Capital Management 770.01%0.04%0.12%Q3 2019Q3 202314
Rosenberg Matthew Hamilton 14140.02%0.25%0.77%Q2 2020Q3 202314
Pinnacle Bancorp, Inc. 14140.02%0.12%0.33%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.01%0.24%0.44%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.03%0.10%Q2 2020Q3 202314
CLIENT 1ST ADVISORY GROUP, LLC 14140.15%0.25%0.38%Q2 2020Q3 202314
Lutz Financial Services LLC 14140.39%2.45%5.58%Q2 2020Q3 202314
PACIFIC CAPITAL WEALTH ADVISORS, INC 14140.09%0.24%1.10%Q4 2019Q1 202314
BOKF, NA 860.01%0.02%0.03%Q2 2019Q4 202214
Capital Planning Advisors, LLC 13130.03%0.06%0.08%Q3 2019Q3 202213
CAROLINAS WEALTH CONSULTING LLC 13130.01%0.01%0.02%Q1 2020Q1 202313
YHB Investment Advisors, Inc. 13130.02%0.13%0.44%Q3 2020Q3 202313
CNB Bank 13130.02%0.11%0.22%Q3 2020Q3 202313
DT Investment Partners, LLC 850.02%0.25%0.75%Q2 2020Q3 202313
FLC Capital Advisors 13130.20%0.47%0.82%Q2 2020Q2 202313
Bouchey Financial Group Ltd 13130.64%0.95%1.31%Q1 2017Q1 202013
Dynamic Advisor Solutions LLC 13130.02%0.11%0.26%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.04%0.16%Q3 2020Q3 202313
MIRSKY FINANCIAL MANAGEMENT CORP. 13131.56%2.38%3.37%Q4 2018Q4 202113
Gradient Investments LLC 910.00%0.01%0.02%Q4 2019Q3 202313
Vivaldi Capital Management LP 13130.68%2.17%4.77%Q3 2020Q3 202313
ADELL HARRIMAN & CARPENTER INC 13130.08%0.23%0.82%Q3 2020Q3 202313
Linscomb & Williams, Inc. 13130.02%0.11%0.24%Q3 2020Q3 202313
Evercore Wealth Management, LLC 1210.00%0.06%0.32%Q3 2014Q4 201713
W.G. Shaheen & Associates DBA Whitney & Co 850.04%0.06%0.14%Q3 2019Q3 202313
Global Wealth Management Investment Advisory, Inc. 13130.06%0.10%0.11%Q3 2020Q3 202313
Baron Financial Group, LLC 13130.21%3.49%4.87%Q3 2020Q3 202313
CAPITAL INSIGHT PARTNERS, LLC 760.10%1.06%2.12%Q4 2019Q3 202313
Advisory Alpha, LLC 1120.00%0.08%0.18%Q2 2018Q3 202313
CULLEN/FROST BANKERS, INC. 13130.00%0.01%0.02%Q3 2020Q3 202313
LIBERTY WEALTH MANAGEMENT LLC 13130.00%0.27%3.40%Q4 2018Q4 202113
Wealth Architects, LLC 13130.07%0.21%0.45%Q3 2020Q3 202313
Brown Advisory Securities, LLC 13130.06%0.12%0.21%Q2 2018Q2 202113
Greenwich Investment Management, Inc. 630.31%4.86%25.31%Q1 2018Q3 202213
CGN Advisors LLC 13130.85%1.19%2.01%Q4 2020Q4 202313
Wechter Feldman Wealth Management, Inc. 13130.20%0.56%1.25%Q4 2017Q4 202013
Snowden Capital Advisors LLC 1110.00%0.09%0.18%Q1 2017Q4 202113
New World Advisors LLC 940.43%1.84%4.80%Q2 2020Q3 202313
ZEKE CAPITAL ADVISORS, LLC 13130.81%1.31%2.69%Q4 2019Q4 202213
CABOT WEALTH MANAGEMENT INC 12120.05%0.06%0.11%Q3 2014Q2 201712
Robertson Stephens Wealth Management, LLC 12120.02%0.14%0.47%Q3 2020Q2 202312
Frank, Rimerman Advisors LLC 12120.07%0.19%0.40%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.56%1.75%3.89%Q4 2020Q3 202312
Prosperity Planning, Inc. 12121.30%1.98%2.56%Q4 2020Q3 202312
MERITAGE PORTFOLIO MANAGEMENT 12120.44%0.57%0.68%Q4 2020Q3 202312
Wealthspire Advisors, LLC 12120.01%0.02%0.06%Q4 2020Q3 202312
Flagship Private Wealth, LLC 12120.23%0.62%1.05%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 1110.00%0.00%0.00%Q1 2020Q3 202312
West Financial Advisors, LLC 12120.24%3.60%6.62%Q4 2020Q3 202312
Financial Management Professionals, Inc. 820.01%0.07%0.25%Q1 2018Q1 202312
Wealth Dimensions Group, Ltd. 12120.08%0.14%0.23%Q4 2020Q3 202312
Faithward Advisors, LLC 840.00%0.00%0.00%Q4 2019Q4 202212
B. Riley Wealth Advisors, Inc. 1110.01%0.02%0.04%Q4 2019Q4 202212
CapWealth Advisors, LLC 660.00%0.00%0.00%Q2 2013Q2 201612
AUA CAPITAL MANAGEMENT, LLC 12124.81%7.11%12.96%Q4 2020Q3 202312
Litman Gregory Wealth Management LLC 810.01%0.03%0.08%Q2 2019Q2 202312
Spotlight Asset Group, Inc. 810.32%0.51%0.73%Q4 2019Q3 202312
Ironsides Asset Advisors, LLC 12120.18%0.28%0.36%Q3 2020Q2 202312
ASPIRIANT, LLC 12120.13%0.26%0.59%Q2 2013Q1 201612
Wealth Advisors of Tampa Bay, LLC 12120.29%0.38%0.76%Q4 2017Q3 202012
MANAGED ACCOUNT SERVICES INC 12120.18%0.86%1.31%Q4 2018Q3 202112
AVANTAX ADVISORY SERVICES, INC. 1110.01%0.02%0.06%Q3 2020Q3 202312
Sugarloaf Wealth Management, LLC 12120.01%0.03%0.07%Q4 2019Q3 202212
Madison Wealth Partners, Inc 12120.33%0.51%0.75%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.15%0.24%0.34%Q4 2020Q3 202312
UNITED SERVICES AUTOMOBILE ASSOCIATION 1110.03%0.04%0.09%Q3 2020Q3 202312
WFG Advisors, LP 750.00%0.02%0.05%Q2 2013Q2 201712
S.A. Mason LLC 12120.12%0.16%0.23%Q4 2019Q3 202212
Enterprise Bank & Trust Co 12120.08%0.16%0.30%Q1 2019Q4 202112
ANDERSON HOAGLAND & CO 12120.07%0.53%0.97%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.45%0.97%1.80%Q4 2020Q3 202312
NWAM LLC 1110.04%0.11%0.27%Q2 2020Q3 202312
Williams Financial, LLC 12121.96%4.28%7.47%Q4 2020Q3 202312
ADE, LLC 12120.28%0.99%2.46%Q4 2020Q3 202312
GREAT VALLEY ADVISOR GROUP, INC. 12120.02%0.04%0.06%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.12%0.34%0.53%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12120.75%0.93%1.10%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.05%0.08%0.13%Q4 2020Q3 202312
Miracle Mile Advisors, LLC 840.02%0.59%1.41%Q4 2019Q3 202312
Modera Wealth Management, LLC 12120.23%0.57%0.90%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.10%0.71%1.44%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
REGIONS FINANCIAL CORP 510.00%0.01%0.01%Q1 2019Q3 202312
Safir Wealth Advisors, LLC 12121.14%1.74%2.17%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.16%0.36%0.72%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.03%0.04%0.10%Q4 2020Q3 202312
Venturi Wealth Management, LLC 12120.02%0.06%0.08%Q4 2020Q3 202312
BCGM Wealth Management, LLC 12120.20%0.43%0.67%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 610.02%0.04%0.06%Q4 2019Q1 202311
SCHMIDT P J INVESTMENT MANAGEMENT INC 11110.05%0.08%0.12%Q3 2020Q1 202311
Invesco Ltd. 11110.00%0.00%0.00%Q2 2013Q4 201511
NICOLET ADVISORY SERVICES, LLC 740.04%0.25%0.86%Q1 2019Q3 202311
MEEDER ASSET MANAGEMENT INC 11110.01%0.25%1.31%Q3 2020Q1 202311
McNamara Financial Services, Inc. 11110.07%0.66%1.16%Q1 2021Q3 202311
Horst & Graben Wealth Management LLC 11110.07%0.09%0.12%Q1 2021Q3 202311
Capital Investment Advisory Services, LLC 740.00%0.01%0.02%Q4 2018Q3 202311
Orin Green Financial, LLC 1010.15%0.58%1.00%Q4 2020Q3 202311
Dorsey & Whitney Trust CO LLC 11110.04%0.08%0.13%Q1 2021Q3 202311
Spire Wealth Management 11110.15%0.17%0.20%Q1 2021Q3 202311
WealthPLAN Partners, LLC 830.02%0.03%0.05%Q2 2020Q2 202311
Narus Financial Partners, LLC 740.44%0.70%1.43%Q4 2016Q3 202311
WEDBUSH SECURITIES INC 11110.02%0.16%0.27%Q1 2021Q3 202311
Oakwell Private Wealth Management, LLC 11110.50%1.00%2.55%Q4 2020Q2 202311
FOSTER & MOTLEY INC 11110.02%0.04%0.05%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 650.01%0.01%0.02%Q2 2018Q1 202311
Strategic Blueprint, LLC 11110.08%0.10%0.13%Q1 2021Q3 202311
Smith Anglin Financial, LLC 740.06%0.12%0.31%Q4 2020Q3 202311
Teamwork Financial Advisors, LLC 11110.04%0.15%0.28%Q2 2020Q4 202211
Smith & Howard Wealth Management, LLC 830.04%1.65%3.44%Q2 2013Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 11110.00%0.01%0.02%Q2 2020Q4 202211
First Fiduciary Investment Counsel, Inc. 710.04%0.08%0.12%Q2 2013Q2 201811
Merriman Wealth Management, LLC 910.03%1.07%3.48%Q4 2019Q3 202311
SPINNAKER TRUST 11110.10%0.12%0.13%Q2 2014Q4 201611
CATALYST PRIVATE WEALTH, LLC 11110.50%0.70%1.01%Q3 2020Q1 202311
Texas Capital Bank Wealth Management Services Inc 830.11%0.79%5.47%Q4 2019Q3 202311
Parcion Private Wealth LLC 1010.16%1.66%3.24%Q4 2019Q3 202211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.49%0.81%1.38%Q4 2019Q2 202211
Wiser Wealth Management, Inc 650.23%0.35%0.90%Q1 2021Q4 202311
WIT, LLC 11110.27%6.60%12.22%Q1 2021Q3 202311
Pacifica Partners Inc. 11110.02%0.05%0.09%Q2 2021Q4 202311
RIVERSEDGE ADVISORS, LLC 830.14%0.45%1.36%Q2 2019Q3 202311
COLLECTIVE FAMILY OFFICE LLC 650.08%0.88%1.80%Q4 2020Q3 202311
Concert Wealth Management Inc. 740.03%0.05%0.09%Q2 2013Q1 201711
Clearview Wealth Advisors LLC 11110.01%0.03%0.07%Q4 2020Q2 202311
TRUEWEALTH LLC 11110.31%0.38%0.43%Q4 2017Q2 202011
CREDIT SUISSE AG/ 1010.00%0.00%0.00%Q1 2013Q3 201611
McKinley Carter Wealth Services, Inc. 11110.13%0.24%0.37%Q1 2021Q3 202311
Evensky & Katz LLC 640.01%0.08%0.15%Q4 2019Q3 202310
RFG Advisory, LLC 640.03%0.07%0.11%Q2 2020Q3 202310
USCA RIA LLC 10100.02%0.05%0.12%Q1 2019Q2 202110
Financial Insights, Inc. 910.15%0.18%0.22%Q1 2020Q3 202210
SWMG, LLC 640.34%0.61%1.02%Q4 2020Q2 202310
Kathmere Capital Management, LLC 620.02%1.66%4.30%Q4 2019Q3 202310
CAHILL FINANCIAL ADVISORS INC 10100.04%0.05%0.07%Q4 2020Q1 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.19%0.29%0.39%Q2 2021Q3 202310
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.01%0.01%0.01%Q2 2021Q3 202310
Beta Wealth Group, Inc. 10100.16%1.70%4.80%Q2 2021Q3 202310
ZACKS INVESTMENT MANAGEMENT 10100.01%0.02%0.03%Q2 2021Q3 202310
Alhambra Investment Management LLC 10100.45%0.92%1.23%Q2 2021Q3 202310
West Branch Capital LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Lake Point Wealth Management 520.17%0.71%2.85%Q4 2018Q2 202210
CITY NATIONAL BANK 10100.01%0.02%0.03%Q2 2013Q3 201510
JFS WEALTH ADVISORS, LLC 10100.00%0.28%0.94%Q2 2021Q3 202310
Financial Advocates Investment Management 510.02%0.04%0.08%Q4 2020Q3 202310
High Falls Advisors, Inc 10100.08%0.31%0.48%Q2 2021Q3 202310
VISTA INVESTMENT MANAGEMENT 10100.17%0.38%0.50%Q2 2021Q3 202310
Betterment LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Ten Capital Wealth Advisors, LLC 10100.03%0.05%0.06%Q1 2021Q2 202310
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10100.08%0.12%0.18%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.05%Q1 2021Q3 202310
MBL Wealth, LLC 710.42%1.95%4.18%Q4 2020Q3 202310
Ancora Advisors LLC 910.00%0.02%0.05%Q4 2016Q1 202210
STEEL GROVE CAPITAL ADVISORS, LLC 510.03%0.97%2.59%Q4 2016Q3 202310
FIRST AMERICAN TRUST, FSB 10100.03%0.24%0.37%Q2 2021Q3 202310
Citadel Advisors 210.00%0.00%0.00%Q1 2015Q3 202310
Independence Wealth Advisors, Inc. 10100.21%1.32%2.25%Q4 2017Q1 202010
First Affirmative Financial Network 10100.66%1.07%1.40%Q3 2021Q4 202310
Allegheny Financial Group LTD 10100.31%0.64%0.87%Q2 2021Q3 202310
Wealthquest Corp 810.03%0.08%0.42%Q4 2018Q2 202210
Jacobi Capital Management LLC 820.01%0.03%0.05%Q1 2017Q3 202110
Personal Wealth Partners 810.06%0.44%1.22%Q4 2018Q4 202110
WBH ADVISORY INC 610.05%0.13%0.34%Q1 2020Q3 202310
ONE Advisory Partners, LLC 810.14%0.66%1.12%Q2 2021Q3 20239
Realta Investment Advisors 540.01%0.05%0.09%Q1 2019Q3 20239
ACIMA PRIVATE WEALTH, LLC 990.05%0.11%0.39%Q1 2020Q1 20229
Donoghue Forlines LLC 990.02%1.74%3.26%Q3 2018Q3 20209
Agate Pass Investment Management, LLC 990.13%0.25%0.35%Q4 2021Q4 20239
McBroom & Associates, LLC 990.69%1.14%1.97%Q4 2021Q4 20239
HHM Wealth Advisors, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Bison Wealth, LLC 990.00%0.07%0.20%Q2 2020Q2 20229
MISSION WEALTH MANAGEMENT, LP 540.03%0.06%0.21%Q4 2016Q1 20199
Aletheian Wealth Advisors LLC 990.30%0.47%0.59%Q4 2021Q4 20239
Cedar Brook Financial Partners, LLC 540.05%0.11%0.20%Q4 2018Q1 20239
TNF LLC 990.18%0.27%0.37%Q3 2021Q3 20239
DIMENSION CAPITAL MANAGEMENT LLC 420.09%0.16%0.27%Q2 2017Q1 20219
Wealth Alliance 810.06%0.09%0.14%Q1 2021Q3 20239
Chicago Partners Investment Group LLC 990.02%0.12%0.23%Q3 2021Q3 20239
Hendershot Investments Inc. 990.00%0.01%0.05%Q2 2021Q2 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.11%1.16%1.95%Q3 2021Q3 20239
Foster Victor Wealth Advisors, LLC 990.06%0.08%0.10%Q3 2020Q3 20229
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q3 2016Q3 20189
Benchmark Wealth Management, LLC 630.18%0.23%0.32%Q2 2020Q3 20239
Emerald Advisors, LLC 990.08%0.45%0.58%Q1 2020Q1 20229
HOWARD WEALTH MANAGEMENT, LLC 810.01%0.19%0.23%Q4 2019Q1 20229
ARS Wealth Advisors Group, LLC 990.15%0.19%0.21%Q3 2021Q3 20239
FLAGSHIP HARBOR ADVISORS, LLC 540.01%0.02%0.04%Q3 2019Q3 20239
Strategic Financial Planning, Inc. 990.16%0.28%0.36%Q4 2019Q4 20219
Ackerman Capital Advisors, LLC 540.45%1.04%3.00%Q1 2021Q3 20239
Manning & Napier Group, LLC 990.04%0.04%0.06%Q4 2017Q4 20199
One Wealth Advisors, LLC 540.06%0.64%0.99%Q2 2021Q3 20239
Parkside Financial Bank & Trust 630.01%0.03%0.09%Q2 2021Q3 20239
StoneX Group Inc. 510.03%0.26%0.72%Q4 2019Q3 20239
Simplicity Solutions, LLC 610.01%0.18%0.88%Q4 2016Q3 20239
COLTON GROOME FINANCIAL ADVISORS, LLC 990.15%0.27%0.39%Q3 2021Q3 20239
PRIVATE CAPITAL MANAGEMENT LLC 990.08%0.40%0.73%Q1 2021Q1 20239
55I, LLC 990.04%0.19%0.36%Q1 2020Q1 20229
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 410.01%0.04%0.06%Q1 2019Q3 20239
FLOW TRADERS U.S. LLC 310.02%0.10%0.18%Q1 2019Q1 20239
Wealthspire Advisors, L.P. 720.00%0.00%0.02%Q2 2017Q3 20209
Goodwin Investment Advisory 990.11%0.32%0.72%Q3 2021Q3 20239
PFG Advisors 540.04%0.11%0.19%Q1 2021Q3 20239
FLAGSTAR ADVISORS INC 990.08%0.11%0.19%Q3 2021Q3 20239
TRANSCEND CAPITAL ADVISORS, LLC 990.02%0.04%0.07%Q3 2021Q3 20239
Summit Financial, LLC 510.04%0.06%0.07%Q4 2018Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
DERBY & COMPANY, INC 883.12%3.81%4.65%Q4 2019Q3 20218
Kovitz Investment Group Partners, LLC 880.01%0.03%0.08%Q2 2020Q1 20228
MARYLAND CAPITAL ADVISORS INC. 881.73%3.43%7.58%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Apeiron RIA LLC 880.22%0.65%1.06%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 880.46%1.10%1.36%Q4 2021Q3 20238
Baystate Wealth Management LLC 710.00%0.04%0.10%Q4 2017Q3 20238
Treynor Bancshares, Inc. 880.81%0.92%1.07%Q4 2021Q3 20238
Stone Point Wealth LLC 880.29%0.61%0.86%Q4 2021Q3 20238
Capasso Planning Partners LLC 881.02%1.79%2.33%Q4 2021Q3 20238
Renasant Bank 880.19%0.24%0.34%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 410.01%0.07%0.18%Q4 2018Q3 20238
MONROE BANK & TRUST/MI 530.02%0.02%0.02%Q2 2013Q2 20158
Cresset Asset Management, LLC 880.01%0.07%0.25%Q4 2021Q3 20238
HILL ISLAND FINANCIAL LLC 880.36%0.42%0.51%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.07%0.19%0.23%Q4 2021Q3 20238
Stillwater Capital Advisors, LLC 880.14%0.21%0.29%Q4 2019Q3 20218
Kathleen S. Wright Associates Inc. 880.01%0.03%0.04%Q4 2021Q3 20238
TimeScale Financial, Inc. 880.00%0.00%0.00%Q1 2020Q4 20218
WARNER FINANCIAL, INC 880.17%0.28%0.36%Q4 2021Q3 20238
RMR Wealth Builders 880.26%2.57%3.51%Q4 2021Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 880.03%0.11%0.27%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.12%0.27%0.40%Q4 2021Q3 20238
Lumature Wealth Partners, LLC 880.10%0.61%1.54%Q4 2020Q3 20228
ProVise Management Group, LLC 510.02%0.05%0.07%Q2 2014Q3 20238
DRAVO BAY LLC 880.20%0.46%0.82%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.02%0.03%0.04%Q1 2016Q1 20188
JAG CAPITAL MANAGEMENT, LLC 410.03%0.07%0.08%Q2 2014Q4 20218
Legacy Financial Advisors, Inc. 530.10%0.56%1.78%Q4 2018Q3 20228
Lindenwold Advisors, INC 882.25%2.79%3.72%Q4 2021Q3 20238
MAYPORT, LLC 880.78%1.00%1.18%Q4 2021Q3 20238
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 710.01%0.03%0.11%Q4 2019Q3 20238
Hayek Kallen Investment Management 880.11%0.13%0.15%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.35%0.58%Q3 2021Q3 20238
Parasol Investment Management, LLC 880.13%0.16%0.20%Q3 2013Q2 20158
Greenspring Advisors, LLC 880.16%0.77%1.28%Q4 2021Q3 20238
Vanguard Personalized Indexing Management, LLC 620.06%0.23%0.57%Q3 2020Q3 20228
Belpointe Asset Management LLC 620.01%0.04%0.06%Q3 2021Q3 20238
SVB WEALTH LLC 620.01%0.02%0.08%Q4 2019Q3 20228
Quent Capital, LLC 880.06%0.15%0.68%Q4 2021Q3 20238
Brooklyn FI, LLC 880.21%1.59%2.48%Q4 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 880.43%0.72%1.08%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.00%0.13%0.42%Q4 2021Q3 20238
Carl P. Sherr & Co., LLC 710.12%0.15%0.17%Q4 2020Q4 20228
Keystone Wealth Services, LLC 880.09%0.23%0.38%Q4 2021Q3 20238
First Allied Asset Management, Inc. 880.14%0.21%0.32%Q2 2013Q1 20158
Morton Brown Family Wealth, LLC 880.26%3.44%5.17%Q4 2021Q3 20238
Austin Asset Management Co Inc 880.28%0.72%1.89%Q4 2021Q3 20238
Westover Capital Advisors, LLC 880.06%0.23%0.41%Q4 2021Q3 20238
1620 INVESTMENT ADVISORS, INC. 880.87%1.79%2.62%Q4 2021Q3 20238
Hanson & Doremus Investment Management 880.02%0.05%0.06%Q1 2020Q4 20218
Archvest Wealth Advisors, Inc. 880.78%0.91%1.07%Q4 2021Q3 20238
Pillar Wealth Advisors, LLC 880.18%1.33%2.50%Q4 2021Q3 20238
Wealth Advisory Solutions, LLC 620.08%1.09%1.88%Q2 2021Q2 20238
EATON VANCE MANAGEMENT 880.00%0.01%0.03%Q4 2020Q3 20228
Prospera Financial Services Inc 710.00%0.06%0.14%Q4 2020Q3 20238
AMI INVESTMENT MANAGEMENT INC 880.17%0.24%0.33%Q4 2020Q3 20228
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.93%1.14%1.47%Q4 2018Q3 20208
LexAurum Advisors, LLC 620.07%0.22%0.41%Q4 2020Q2 20238
Annex Advisory Services, LLC 530.02%0.06%0.16%Q4 2020Q1 20238
BAIRD ROBERT W & CO INC /WI/ 880.02%0.03%0.03%Q2 2013Q1 20158
CHATHAM CAPITAL GROUP, INC. 620.06%0.12%0.15%Q2 2017Q3 20238
UMB Bank, n.a. 880.00%0.01%0.01%Q4 2021Q3 20238
ShoreHaven Wealth Partners, LLC 530.19%0.42%0.80%Q4 2020Q3 20238
Parkside Investments, LLC 770.93%1.52%1.99%Q1 2022Q3 20237
Manhattan West Asset Management, LLC 773.51%10.03%13.05%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.01%Q4 2020Q4 20227
Washington Trust Advisors, Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
ATLAS CAPITAL ADVISORS LLC 610.00%0.04%0.07%Q3 2021Q3 20237
PROFFITT & GOODSON INC 770.04%0.30%0.64%Q1 2022Q3 20237
Auxano Advisors, LLC 770.17%0.19%0.25%Q1 2022Q3 20237
Cassady Schiller Wealth Management, LLC 610.02%0.13%0.43%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.01%0.02%Q1 2021Q4 20227
Weaver Consulting Group 770.02%0.03%0.04%Q1 2019Q3 20207
FIDUCIARY TRUST CO 610.00%0.02%0.03%Q2 2017Q3 20237
Private Capital Group, LLC 770.01%0.07%0.12%Q2 2018Q4 20197
JACOBSON & SCHMITT ADVISORS, LLC 430.20%0.68%1.16%Q2 2020Q1 20237
Prime Capital Investment Advisors, LLC 610.01%0.11%0.32%Q2 2018Q3 20237
SigFig Wealth Management, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Wescott Financial Advisory Group, LLC 770.23%0.79%1.40%Q1 2022Q3 20237
Western Wealth Management, LLC 430.02%0.04%0.07%Q1 2020Q3 20227
Ameritas Advisory Services, LLC 610.01%0.03%0.11%Q4 2021Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.21%0.32%0.66%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
My Legacy Advisors, LLC 770.23%0.31%0.38%Q1 2022Q3 20237
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 320.03%0.04%0.08%Q4 2020Q4 20227
Bromfield Sneider Wealth Advisors 770.11%3.31%5.15%Q2 2022Q4 20237
Portfolio Solutions, LLC 520.03%0.08%0.19%Q2 2020Q3 20227
AdvicePeriod, LLC 770.04%0.55%1.08%Q4 2019Q2 20217
CWA Asset Management Group, LLC 610.03%0.06%0.12%Q2 2019Q3 20237
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 770.57%0.66%0.73%Q1 2022Q3 20237
Spectrum Management Group, LLC 770.01%0.02%0.06%Q1 2021Q3 20227
Compass Advisory Group LLC 770.20%0.64%1.18%Q4 2020Q2 20227
Brio Consultants, LLC 770.07%2.23%3.24%Q1 2022Q3 20237
NEIRG Wealth Management, LLC 770.08%1.09%2.14%Q4 2021Q2 20237
Carroll Financial Associates, Inc. 770.01%0.02%0.07%Q2 2020Q4 20217
Rockwood Wealth Management, LLC 770.13%1.71%2.95%Q1 2022Q3 20237
Wealthfront Advisers LLC 520.00%0.00%0.00%Q4 2021Q3 20237
MANNING & NAPIER ADVISORS LLC 770.00%0.01%0.03%Q1 2016Q3 20177
Peninsula Wealth, LLC 520.06%0.18%0.25%Q4 2021Q3 20237
GoalVest Advisory LLC 320.01%0.02%0.04%Q4 2020Q4 20237
Diversified Portfolios, Inc. 770.47%1.06%1.84%Q1 2022Q3 20237
FC Advisory LLC 770.36%0.55%1.12%Q2 2022Q4 20237
ROBERTS GLORE & CO INC /IL/ 770.06%0.18%0.35%Q1 2022Q3 20237
New Vernon Capital Holdings II LLC 410.37%1.63%2.56%Q2 2020Q3 20237
FIRST CITIZENS BANK & TRUST CO 610.02%0.05%0.08%Q3 2017Q3 20237
Cerity Partners LLC 610.00%0.21%0.57%Q4 2021Q3 20237
Gladstone Institutional Advisory LLC 770.04%0.07%0.14%Q1 2021Q3 20227
SIGNET FINANCIAL MANAGEMENT, LLC 610.00%0.54%0.92%Q3 2018Q3 20237
CRA Financial Services, LLC 610.07%0.11%0.15%Q4 2020Q1 20237
BADGLEY PHELPS & BELL INC 610.01%0.02%0.03%Q1 2019Q2 20217
Altus Wealth Group LLC 410.20%0.36%0.98%Q4 2020Q3 20237
RHS Financial, LLC 770.19%0.25%0.37%Q1 2022Q3 20237
Rice Partnership, LLC 410.01%0.02%0.04%Q1 2020Q1 20227
BMS Financial Advisors, LLC 770.13%0.23%0.38%Q4 2021Q2 20237
Placemark Investments, Inc. 770.02%0.02%0.02%Q2 2013Q4 20147
IBERIABANK CORP 770.17%0.18%0.19%Q4 2018Q2 20207
Wagner Wealth Management, LLC 770.00%0.20%0.35%Q1 2021Q3 20227
WASHINGTON TRUST Co 520.00%0.00%0.00%Q3 2020Q2 20237
Atria Wealth Solutions, Inc. 770.07%0.08%0.10%Q1 2022Q3 20237
Zhang Financial LLC 770.04%0.65%1.00%Q1 2022Q3 20237
Concord Wealth Partners 430.01%0.02%0.02%Q4 2021Q3 20237
Virtu KCG Holdings LLC 510.01%0.04%0.08%Q4 2013Q3 20167
TEXAS CAPITAL BANCSHARES INC/TX 430.12%0.61%1.48%Q2 2021Q3 20237
Rockbridge Investment Management, LCC 770.08%0.10%0.12%Q2 2020Q4 20217
Keebeck Wealth Management, LLC 770.53%0.95%2.05%Q1 2022Q3 20237
WealthTrust Fairport, LLC 770.03%0.09%0.38%Q4 2015Q2 20177
Avestar Capital, LLC 770.05%0.06%0.06%Q4 2017Q2 20197
Kavar Capital Partners, LLC 320.05%0.07%0.10%Q4 2013Q2 20187
THEORY FINANCIAL LLC 430.26%0.41%0.67%Q4 2021Q3 20237
Investments & Financial Planning, LLC 430.30%0.36%0.46%Q4 2021Q3 20237
Lucia Wealth Services, LLC 770.26%0.75%1.19%Q3 2018Q1 20207
Kingfisher Capital LLC 770.11%0.55%1.14%Q3 2020Q1 20227
Chesapeake Wealth Management 770.14%0.24%0.29%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.01%0.02%0.03%Q4 2017Q2 20217
Helen Stephens Group, LLC 774.15%5.69%7.13%Q1 2022Q3 20237
Savior LLC 660.03%0.04%0.05%Q1 2020Q2 20216
XML Financial, LLC 310.08%0.09%0.10%Q4 2019Q2 20236
MBM Wealth Consultants, LLC 660.06%0.13%0.26%Q2 2022Q3 20236
BB&T SECURITIES, LLC 510.01%0.02%0.06%Q3 2013Q3 20196
DGS Capital Management, LLC 6611.22%13.00%15.45%Q4 2021Q1 20236
VALLEY WEALTH MANAGERS, INC. 660.02%0.03%0.03%Q2 2022Q3 20236
Intergy Private Wealth, LLC 660.40%0.95%1.23%Q2 2022Q3 20236
Waldron Private Wealth LLC 660.02%0.06%0.22%Q2 2022Q3 20236
BAILARD, INC. 660.04%0.84%1.31%Q2 2022Q3 20236
MONEYWISE, INC. 660.17%0.19%0.23%Q1 2020Q2 20216
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q3 20236
9258 Wealth Management, LLC 510.06%0.06%0.08%Q4 2019Q3 20236
Seven Springs Wealth Group, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
NORTHERN TRUST CORP 510.00%0.00%0.00%Q4 2021Q3 20236
Lenox Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
Seaside Wealth Management, Inc. 662.62%3.02%3.47%Q2 2022Q3 20236
Austin Private Wealth, LLC 660.78%0.87%0.95%Q2 2022Q3 20236
Stone House Investment Management, LLC 510.00%0.16%0.29%Q1 2019Q3 20236
Bridgewater Advisors Inc. 661.53%2.37%3.06%Q2 2022Q3 20236
FIRETHORN WEALTH PARTNERS, LLC 660.19%0.29%0.44%Q4 2021Q1 20236
Valeo Financial Advisors, LLC 420.00%0.01%0.01%Q3 2017Q2 20206
Human Investing LLC 660.27%0.89%2.61%Q2 2022Q3 20236
Orcam Financial Group 660.50%0.72%1.19%Q4 2021Q1 20236
Forum Financial Management, LP 660.06%0.11%0.18%Q2 2022Q3 20236
Mosaic Family Wealth, LLC 660.01%0.02%0.04%Q4 2017Q1 20196
IFS Advisors, LLC 660.01%1.29%1.70%Q4 2020Q1 20226
BRASADA CAPITAL MANAGEMENT, LP 220.02%0.05%0.07%Q2 2018Q3 20226
IAM Advisory, LLC 660.09%0.26%0.36%Q2 2022Q3 20236
Navis Wealth Advisors, LLC 661.02%2.22%2.73%Q4 2020Q1 20226
Founders Capital Management 660.01%0.01%0.01%Q2 2022Q3 20236
Element Wealth, LLC 660.04%0.04%0.05%Q4 2020Q1 20226
Executive Wealth Management, LLC 660.17%0.66%1.17%Q2 2022Q3 20236
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 660.08%0.17%0.25%Q1 2017Q2 20186
BRINKER CAPITAL INC 660.36%0.49%0.70%Q1 2019Q2 20206
CARDIFF PARK ADVISORS, LLC 660.36%0.58%0.83%Q2 2022Q3 20236
KilterHowling LLC 420.23%0.29%0.33%Q4 2021Q2 20236
Mascoma Wealth Management LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.02%0.04%Q4 2019Q1 20216
TAGStone Capital, Inc. 660.43%0.96%2.45%Q2 2022Q3 20236
Level Financial Advisors 660.01%0.01%0.01%Q4 2021Q1 20236
HCR Wealth Advisors 660.04%0.11%0.13%Q2 2022Q3 20236
Transform Wealth, LLC 420.09%0.24%0.45%Q4 2016Q2 20186
ANGELES WEALTH MANAGEMENT, LLC 664.77%6.15%7.06%Q2 2022Q3 20236
Baker Avenue Asset Management, LP 660.02%0.06%0.11%Q2 2022Q3 20236
Wedmont Private Capital 660.32%0.55%1.00%Q2 2022Q3 20236
Sand Hill Global Advisors, LLC 660.10%2.47%3.51%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Ameritas Investment Company, LLC 330.00%0.01%0.03%Q3 2019Q3 20216
Fort Point Capital Partners LLC 420.03%0.21%0.44%Q3 2021Q2 20236
CITIZENS FINANCIAL GROUP INC/RI 510.01%0.35%0.61%Q4 2021Q3 20236
Foster Group, Inc. 660.02%0.34%1.81%Q2 2022Q3 20236
Heritage Investment Group, Inc. 662.72%11.67%17.74%Q2 2022Q3 20236
Glassman Wealth Services 660.05%0.05%0.06%Q4 2021Q1 20236
Harbour Capital Advisors, LLC 660.13%0.19%0.24%Q3 2021Q4 20226
QCI ASSET MANAGEMENT INC/NY 660.21%1.15%1.60%Q2 2020Q3 20216
UBS AG 660.02%0.02%0.02%Q2 2013Q3 20146
Procyon Advisors, LLC 330.05%0.26%0.84%Q1 2022Q3 20236
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q2 2022Q3 20236
FIRST INTERSTATE BANK 660.02%0.03%0.04%Q2 2022Q3 20236
Tidal Investments LLC 660.01%0.02%0.05%Q2 2022Q3 20236
Goldstein Munger & Associates 660.23%2.89%5.02%Q4 2009Q1 20116
Truadvice, LLC 210.07%0.12%0.23%Q3 2020Q1 20236
Smithfield Trust Co 660.20%0.72%2.06%Q2 2022Q3 20236
SHUFRO ROSE & CO LLC 660.03%0.35%1.54%Q2 2022Q3 20236
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.01%0.04%Q2 2021Q3 20236
UNIONVIEW, LLC 660.64%1.49%2.24%Q2 2022Q3 20236
SIMON QUICK ADVISORS, LLC 660.18%0.32%0.46%Q2 2022Q3 20236
W ADVISORS, LLC 510.25%0.39%0.52%Q4 2021Q3 20236
ICA Group Wealth Management, LLC 660.00%0.04%0.10%Q1 2022Q2 20236
Berman Capital Advisors, LLC 660.22%0.34%0.56%Q2 2020Q3 20216
Balentine LLC 660.01%0.02%0.03%Q2 2022Q3 20236
PARTNERS CAPITAL INVESTMENT GROUP, LLP 660.07%1.15%1.97%Q2 2022Q3 20236
MATTERN CAPITAL MANAGEMENT, LLC 660.34%0.48%0.55%Q2 2022Q3 20236
WJ Wealth Management, LLC 660.63%0.97%1.44%Q2 2022Q3 20236
Brand Asset Management Group, Inc. 660.65%0.70%0.75%Q2 2022Q3 20236
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 660.01%0.01%0.02%Q1 2021Q2 20226
FinTrust Capital Advisors, LLC 660.00%0.03%0.07%Q2 2022Q3 20236
Rise Advisors, LLC 660.04%0.10%0.14%Q4 2021Q1 20236
Charter Oak Capital Management, LLC 660.04%0.05%0.07%Q2 2022Q3 20236
BALDWIN BROTHERS LLC/MA 420.00%0.01%0.02%Q1 2022Q4 20236
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
LIBRA WEALTH LLC 660.02%0.32%0.46%Q2 2022Q3 20236
Opus Capital Group, LLC 661.15%1.29%1.58%Q2 2022Q3 20236
Accel Wealth Management 660.07%0.10%0.17%Q1 2022Q2 20236
TruWealth Advisors, LLC 660.26%0.46%0.66%Q2 2022Q3 20236
Ascent Group, LLC 660.04%0.10%0.19%Q2 2022Q3 20236
BRYN MAWR TRUST Co 660.02%0.19%0.53%Q2 2022Q3 20236
Rede Wealth, LLC 660.62%1.01%1.26%Q2 2022Q3 20236
Graypoint LLC 660.03%0.04%0.04%Q2 2022Q3 20236
Moors & Cabot, Inc. 420.03%0.04%0.04%Q2 2014Q1 20226
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.01%Q2 2018Q3 20196
TOBIAS FINANCIAL ADVISORS, INC. 660.07%1.33%1.90%Q2 2022Q3 20236
FORTE ASSET MANAGEMENT LLC 661.37%2.39%3.81%Q2 2022Q3 20236
Highview Capital Management LLC/DE/ 660.83%1.44%1.86%Q2 2022Q3 20236
Prairiewood Capital, LLC 420.27%0.48%0.61%Q4 2021Q3 20236
RITHOLTZ WEALTH MANAGEMENT 661.06%1.22%1.46%Q2 2022Q3 20236
CAPE COD FIVE CENTS SAVINGS BANK 660.08%0.10%0.14%Q2 2022Q3 20236
BOSTON FAMILY OFFICE LLC 660.02%0.02%0.02%Q2 2022Q3 20236
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q2 2015Q2 20165
Arkadios Wealth Advisors 410.00%0.01%0.03%Q4 2020Q3 20235
Rinkey Investments 550.15%0.86%3.62%Q3 2022Q3 20235
Unison Advisors LLC 410.10%0.23%0.30%Q2 2022Q3 20235
CENTRAL TRUST Co 410.00%0.00%0.00%Q3 2017Q2 20195
CAMBRIDGE TRUST CO 410.00%0.01%0.02%Q2 2020Q4 20215
Merit Financial Group, LLC 410.01%0.02%0.05%Q1 2022Q3 20235
MARINO, STRAM & ASSOCIATES LLC 550.02%0.03%0.05%Q1 2018Q1 20195
Gupta Wealth Management LLC 550.07%0.08%0.10%Q1 2015Q1 20165
Fortis Advisors, LLC 552.14%2.41%2.84%Q1 2021Q1 20225
Karn, Couzens & Associates, Inc. 410.16%0.20%0.28%Q4 2020Q1 20225
FOUNDERS FINANCIAL SECURITIES LLC 550.58%0.74%0.82%Q3 2022Q3 20235
SALEM INVESTMENT COUNSELORS INC 550.01%0.01%0.01%Q2 2020Q2 20215
Levy Wealth Management Group, LLC 550.16%0.25%0.42%Q3 2022Q3 20235
Laurel Wealth Advisors LLC 550.01%0.01%0.01%Q3 2022Q3 20235
LOCKERMAN FINANCIAL GROUP, INC. 550.86%2.91%7.38%Q2 2022Q2 20235
WOODMONT INVESTMENT COUNSEL LLC 410.03%0.03%0.03%Q2 2015Q3 20165
Edgemoor Investment Advisors, Inc. 550.04%0.05%0.06%Q3 2022Q3 20235
RWA WEALTH PARTNERS, LLC 210.03%0.09%0.17%Q2 2017Q3 20225
Surevest, LLC 550.09%0.12%0.17%Q4 2018Q4 20195
COUNTRY CLUB BANK /GFN 550.34%0.54%0.66%Q3 2022Q3 20235
Crabel Capital Management, LLC 550.18%0.28%0.42%Q2 2018Q2 20195
Relative Value Partners Group, LLC 320.10%0.24%0.32%Q1 2022Q3 20235
ADVISOR PARTNERS LLC 320.05%0.09%0.17%Q1 2021Q2 20225
TOMPKINS FINANCIAL CORP 310.13%0.31%0.92%Q4 2018Q4 20235
Global Strategic Investment Solutions, LLC 550.05%0.25%0.52%Q3 2021Q3 20225
Bigelow Investment Advisors, LLC 550.13%0.13%0.14%Q3 2021Q3 20225
Clear Perspectives Financial Planning, LLC 550.02%0.02%0.03%Q4 2020Q4 20215
Kore Private Wealth LLC 320.02%0.03%0.03%Q4 2018Q2 20205
WIPFLI FINANCIAL ADVISORS LLC, 410.02%0.03%0.04%Q2 2021Q3 20225
1834 INVESTMENT ADVISORS CO 320.01%0.04%0.07%Q3 2015Q1 20185
ML & R WEALTH MANAGEMENT LLC 550.15%0.25%0.40%Q3 2022Q3 20235
Firestone Capital Management 410.02%0.07%0.09%Q4 2019Q3 20235
Capstone Triton Financial Group, LLC 550.20%0.30%0.67%Q4 2020Q4 20215
SCS Capital Management LLC 550.07%0.09%0.12%Q1 2022Q1 20235
Journey Advisory Group, LLC 550.06%0.07%0.08%Q4 2020Q4 20215
JOURNEY STRATEGIC WEALTH LLC 550.05%0.11%0.20%Q3 2022Q3 20235
Cooper Financial Group 550.11%0.13%0.16%Q4 2018Q4 20195
Csenge Advisory Group 550.02%0.02%0.03%Q3 2022Q3 20235
SeaCrest Wealth Management, LLC 550.00%0.01%0.01%Q4 2017Q4 20185
CoreCap Advisors, LLC 550.07%0.09%0.12%Q4 2021Q4 20225
KCS Wealth Advisory 320.21%0.24%0.27%Q4 2017Q1 20195
Arete Wealth Advisors, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Pinnacle Wealth Planning Services, Inc. 550.03%0.04%0.04%Q3 2022Q3 20235
WEST MICHIGAN ADVISORS, LLC 320.09%0.15%0.21%Q2 2022Q3 20235
ACCESS FINANCIAL SERVICES, INC. 550.17%0.29%0.68%Q2 2021Q2 20225
MONECO Advisors, LLC 550.08%0.09%0.13%Q3 2021Q3 20225
Opal Wealth Advisors, LLC 410.14%0.39%1.02%Q4 2021Q3 20235
AXXCESS WEALTH MANAGEMENT, LLC 550.03%0.07%0.12%Q2 2022Q2 20235
Thomas J. Herzfeld Advisors, Inc. 410.08%0.17%0.39%Q1 2019Q3 20215
Clarius Group, LLC 210.04%1.51%6.68%Q4 2016Q3 20235
Colonial Trust Advisors 550.07%0.08%0.09%Q3 2022Q3 20235
NewEdge Wealth, LLC 550.10%0.11%0.13%Q3 2022Q3 20235
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.53%0.78%1.02%Q4 2021Q1 20235
Regal Investment Advisors LLC 550.03%0.08%0.10%Q3 2022Q3 20235
Ausdal Financial Partners, Inc. 210.02%0.04%0.06%Q4 2015Q2 20235
Red Wave Investments LLC 550.08%0.09%0.09%Q4 2021Q4 20225
Joel Isaacson & Co., LLC 410.01%0.15%0.22%Q4 2014Q3 20235
RIDGECREST WEALTH PARTNERS, LLC 550.16%1.14%2.05%Q2 2021Q2 20225
180 WEALTH ADVISORS, LLC 410.06%0.09%0.12%Q4 2019Q1 20215
Sage Financial Management Group, Inc. 410.22%0.57%0.88%Q2 2022Q3 20235
Garde Capital, Inc. 550.04%0.05%0.06%Q2 2019Q2 20205
Voya Financial Advisors, Inc. 310.02%0.03%0.04%Q4 2016Q1 20215
Apollon Wealth Management, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
GenTrust, LLC 410.03%0.09%0.30%Q1 2020Q3 20235
Horizon Investments, LLC 550.10%0.15%0.19%Q3 2022Q3 20235
Arkos Global Advisors 550.08%0.99%2.11%Q3 2022Q3 20235
L. Roy Papp & Associates, LLP 550.06%0.07%0.07%Q3 2022Q3 20235
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 320.00%0.00%0.00%Q2 2021Q3 20235
Strategic Asset Management, LLC 550.07%0.07%0.08%Q3 2021Q3 20225
Trinity Wealth Management, LLC 550.68%1.10%1.26%Q3 2022Q3 20235
LEO BROKERAGE, LLC 320.07%0.17%0.28%Q1 2021Q2 20225
Sunbelt Securities, Inc. 550.03%0.05%0.10%Q3 2022Q3 20235
Vestmark Advisory Solutions, Inc. 550.03%0.06%0.07%Q4 2021Q4 20225
DeDora Capital, Inc. 550.13%0.17%0.21%Q3 2022Q3 20235
CETERA INVESTMENT MANAGEMENT LLC 550.15%0.20%0.26%Q4 2015Q4 20165
Dakota Community Bank & Trust NA 550.59%0.84%1.11%Q3 2022Q3 20235
Patriot Wealth Management, Inc. 550.50%0.73%1.08%Q4 2017Q4 20185
Stokes Capital Advisors, LLC 551.11%2.02%2.31%Q1 2022Q1 20235
Veracity Capital LLC 550.12%0.17%0.26%Q3 2022Q3 20235
TSFG, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q2 2021Q2 20225
SUNTRUST BANKS INC 550.00%0.00%0.00%Q4 2016Q4 20175
Pasadena Private Wealth, LLC 550.30%0.38%0.50%Q4 2018Q4 20195
Sunburst Financial Group, LLC 550.88%1.45%1.99%Q2 2022Q2 20235
Pure Financial Advisors, LLC 550.02%0.02%0.04%Q4 2022Q4 20235
Eagle Ridge Investment Management 551.66%1.75%1.85%Q3 2022Q3 20235
Salomon & Ludwin, LLC 442.85%3.66%4.79%Q4 2022Q3 20234
Capital Wealth Planning, LLC 440.02%0.02%0.03%Q2 2019Q1 20204
Northeast Financial Group, Inc. 440.74%0.86%1.00%Q4 2022Q3 20234
Hochman Cole Investment Advisors, Inc. 440.15%0.28%0.44%Q4 2018Q3 20194
Flagstone Financial Management 440.12%0.15%0.21%Q4 2022Q3 20234
HSBC HOLDINGS PLC 440.00%0.00%0.00%Q4 2022Q3 20234
Willow Creek Wealth Management Inc. 444.11%4.35%4.54%Q4 2022Q3 20234
FINANCIAL LIFE ADVISORS 440.58%0.74%0.93%Q4 2022Q3 20234
Veery Capital, LLC 440.65%0.70%0.78%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.22%0.28%0.37%Q4 2022Q3 20234
Melone Private Wealth, LLC 440.19%0.20%0.23%Q4 2021Q3 20224
Paradigm Financial Advisors, LLC 440.11%0.11%0.12%Q1 2021Q4 20214
Argentus Capital Management, LLC 310.00%0.00%0.01%Q3 2015Q3 20164
Scott Capital Advisors, LLC 440.35%0.41%0.44%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Financial Architects, Inc 440.34%0.52%0.66%Q3 2022Q2 20234
KM Capital Management Ltd. 440.26%1.19%1.99%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 442.19%2.33%2.48%Q4 2022Q3 20234
KING LUTHER CAPITAL MANAGEMENT CORP 440.00%0.00%0.00%Q4 2022Q3 20234
NewSquare Capital LLC 310.00%0.02%0.02%Q2 2013Q2 20184
Millington Financial Advisors, LLC 440.25%0.29%0.37%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.28%0.29%0.32%Q4 2022Q3 20234
Doyle Wealth Management 210.01%0.02%0.04%Q4 2018Q3 20224
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.07%0.11%0.19%Q4 2022Q3 20234
Mission Creek Capital Partners, Inc. 440.08%0.08%0.08%Q4 2022Q3 20234
Newbridge Financial Services Group, Inc. 440.04%0.15%0.19%Q3 2022Q2 20234
Sutton Wealth Advisors Inc. 440.02%0.03%0.04%Q1 2016Q4 20164
Hassell Wealth Management, LLC 441.34%1.41%1.47%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.09%0.21%0.32%Q4 2022Q3 20234
LifePlan Financial Group, Inc 440.00%0.00%0.00%Q1 2018Q4 20184
SP Asset Management LLC 440.09%0.09%0.10%Q4 2022Q3 20234
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.01%Q4 2021Q2 20234
WFA of San Diego, LLC 220.07%0.13%0.20%Q3 2022Q3 20234
Towerpoint Wealth, LLC 440.48%0.54%0.60%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.03%0.06%0.09%Q4 2022Q3 20234
CYPRESS CAPITAL MANAGEMENT LLC 440.10%0.18%0.39%Q4 2021Q3 20224
Secrest Blakey & Associates, LLC 310.11%0.20%0.41%Q4 2017Q3 20194
Altiora Financial Group, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
BOSTON ADVISORS LLC 440.03%0.04%0.07%Q4 2018Q3 20194
SkyOak Wealth, LLC 310.06%0.07%0.08%Q4 2019Q4 20204
Ironwood Investment Counsel, LLC 310.06%0.09%0.15%Q3 2020Q4 20224
RCS Financial Planning, LLC 440.55%0.85%0.98%Q4 2022Q3 20234
TBH Global Asset Management, LLC 310.06%0.27%0.86%Q4 2019Q4 20204
Alta Wealth Advisors LLC 440.17%0.19%0.22%Q4 2022Q3 20234
W.H. Cornerstone Investments Inc. 440.63%0.70%0.74%Q4 2022Q3 20234
EXCALIBUR MANAGEMENT CORP 440.13%0.28%0.38%Q2 2021Q1 20224
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
ARKANSAS FINANCIAL GROUP, INC. 442.45%2.70%2.88%Q4 2022Q3 20234
Kades & Cheifetz LLC 440.55%0.65%0.69%Q4 2022Q3 20234
Corient Private Wealth LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Bryn Mawr Capital Management, LLC 440.20%0.35%0.44%Q4 2022Q3 20234
Shore Point Advisors, LLC 440.40%0.44%0.50%Q4 2022Q3 20234
Quadrant Private Wealth Management, LLC 210.06%0.19%0.29%Q4 2017Q3 20234
Carr Financial Group Corp 440.25%0.42%0.55%Q4 2022Q3 20234
FORVIS Wealth Advisors, LLC 210.01%0.02%0.03%Q1 2015Q1 20234
Keel Point, LLC 220.03%0.05%0.07%Q1 2019Q2 20204
Ironwood Financial, llc 440.18%0.20%0.23%Q4 2014Q3 20154
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 440.10%0.11%0.12%Q1 2019Q4 20194
River Wealth Advisors LLC 310.01%0.02%0.06%Q2 2018Q3 20204
Eley Financial Management, Inc 440.95%1.38%1.59%Q4 2022Q3 20234
Aspire Private Capital, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.02%0.03%0.04%Q4 2022Q3 20234
NorthCrest Asset Manangement, LLC 310.02%0.04%0.09%Q2 2022Q3 20234
Beaird Harris Wealth Management, LLC 440.05%0.27%0.38%Q4 2022Q3 20234
Financial Alternatives, Inc 440.33%0.34%0.36%Q4 2022Q3 20234
Heron Bay Capital Management 440.10%0.12%0.13%Q4 2020Q3 20214
Garden State Investment Advisory Services LLC 440.22%0.30%0.34%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.05%0.07%0.09%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.18%0.21%0.23%Q4 2022Q3 20234
Hilltop Partners LLC 440.45%1.02%1.99%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.23%0.41%0.62%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.04%0.15%0.27%Q4 2022Q3 20234
Trust Co 440.03%0.03%0.04%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.14%0.29%0.46%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 442.83%3.47%4.74%Q4 2022Q3 20234
NISA INVESTMENT ADVISORS, LLC 440.12%0.15%0.17%Q4 2022Q3 20234
FIRST HORIZON CORP 440.14%0.15%0.16%Q3 2020Q2 20214
Red Tortoise LLC 440.01%0.06%0.24%Q4 2022Q3 20234
Cordatus Wealth Management LLC 310.30%0.46%0.90%Q3 2020Q4 20214
Legacy Financial Strategies, LLC 440.11%0.20%0.29%Q4 2022Q3 20234
Econ Financial Services Corp 440.51%1.13%2.13%Q4 2021Q3 20224
SYNOVUS FINANCIAL CORP 210.00%0.00%0.01%Q1 2020Q2 20214
Life Planning Partners, Inc 445.90%6.95%9.09%Q4 2021Q3 20224
Beaumont Financial Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Financial Network Wealth Management LLC 441.01%1.09%1.19%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.01%0.05%0.13%Q2 2013Q3 20164
Westside Investment Management, Inc. 440.02%0.03%0.04%Q4 2016Q3 20174
Family Capital Management, Inc. 440.10%0.14%0.16%Q4 2022Q3 20234
Integris Wealth Management, LLC 441.62%1.80%1.96%Q4 2022Q3 20234
NCM Capital Management, LLC 310.23%0.25%0.27%Q2 2022Q2 20234
New Republic Capital, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 210.00%0.04%0.10%Q1 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 441.01%1.23%1.58%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.59%1.25%1.89%Q4 2022Q3 20234
EAGLE GLOBAL ADVISORS LLC 440.03%0.03%0.03%Q4 2022Q3 20234
TIEDEMANN ADVISORS, LLC 220.01%0.31%0.66%Q4 2018Q2 20234
RGT Wealth Advisors, LLC 440.06%0.26%0.39%Q4 2021Q3 20224
Beacon Harbor Wealth Advisors, Inc. 440.53%0.56%0.59%Q4 2022Q3 20234
Aptus Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 440.63%0.73%0.88%Q4 2022Q3 20234
FormulaFolio Investments, LLC 440.04%0.06%0.08%Q1 2019Q4 20194
PARAMETRIC PORTFOLIO ASSOCIATES LLC 310.00%0.00%0.00%Q2 2013Q1 20224
CHOREO, LLC 310.01%0.29%1.13%Q4 2016Q3 20234
Wealth CMT 440.60%0.97%1.20%Q1 2022Q4 20224
Park Place Capital Corp 440.15%0.19%0.28%Q4 2022Q3 20234
Wealthsimple US, Ltd. 441.90%2.30%2.71%Q2 2020Q1 20214
Delap Wealth Advisory, LLC 440.35%0.57%0.78%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 210.01%0.02%0.04%Q4 2013Q4 20224
DONALDSON CAPITAL MANAGEMENT, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Source Financial Advisors LLC 440.07%0.21%0.35%Q3 2022Q2 20234
PARSONS CAPITAL MANAGEMENT INC/RI 440.02%0.02%0.02%Q4 2021Q3 20224
LYELL WEALTH MANAGEMENT, LP 220.03%0.03%0.04%Q2 2022Q3 20234
SageView Advisory Group, LLC 440.40%0.45%0.50%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.13%0.18%0.20%Q4 2022Q3 20234
KFA Private Wealth Group, LLC 440.13%0.15%0.16%Q4 2022Q3 20234
Ally Invest Advisors Inc. 440.03%0.07%0.10%Q4 2022Q3 20234
LANDAAS & CO /WI /ADV 210.12%0.13%0.14%Q3 2017Q2 20183
NorthLanding Financial Partners, LLC 330.19%0.22%0.24%Q3 2022Q1 20233
Lee Financial Co 330.00%0.00%0.00%Q1 2023Q3 20233
BRIGHTON JONES LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Navalign, LLC 210.11%0.98%2.67%Q1 2022Q4 20223
SevenBridge Financial Group, LLC 330.06%0.09%0.11%Q3 2021Q1 20223
BIP Wealth, LLC 330.21%0.24%0.30%Q1 2023Q3 20233
Diversified Trust Co 330.01%0.01%0.01%Q4 2022Q2 20233
U S GLOBAL INVESTORS INC 330.05%0.06%0.08%Q4 2021Q2 20223
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TFO Wealth Partners, LLC 210.01%0.01%0.02%Q4 2019Q4 20213
BKS ADVISORS, LLC 210.05%0.08%0.10%Q3 2016Q2 20173
Argent Advisors, Inc. 110.07%0.11%0.14%Q4 2019Q4 20223
Colonial Trust Co / SC 210.00%0.03%0.07%Q3 2022Q3 20233
Cornerstone Planning Group LLC 210.02%0.06%0.08%Q4 2022Q3 20233
RESOLUTE FINANCIAL, LLC 330.18%0.33%0.57%Q2 2022Q4 20223
Aspen Wealth Strategies, LLC 330.36%0.37%0.38%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.06%0.06%0.07%Q1 2023Q3 20233
Marquette Asset Management, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Round Table Services, LLC 210.10%0.22%0.38%Q4 2019Q3 20223
Virtue Capital Management, LLC 330.18%0.21%0.23%Q3 2021Q1 20223
HawsGoodwin Investment Management LLC 330.00%0.87%1.39%Q4 2019Q2 20203
MATRIX ASSET ADVISORS INC/NY 330.18%0.22%0.26%Q3 2020Q1 20213
Allegiant Private Advisors, LLC 330.28%0.60%0.84%Q4 2020Q2 20213
EWA, LLC 330.18%0.19%0.21%Q1 2023Q3 20233
Legacy Wealth Planning, LLC 330.24%0.27%0.34%Q3 2021Q1 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.01%0.01%0.01%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.09%0.10%0.11%Q4 2021Q2 20223
GUGGENHEIM CAPITAL LLC 330.02%0.02%0.03%Q2 2020Q4 20203
Gallacher Capital Management LLC 330.12%0.12%0.12%Q4 2022Q2 20233
PETRA FINANCIAL ADVISORS INC 210.65%0.79%1.02%Q4 2022Q3 20233
Sterling Investment Counsel, LLC 330.11%0.12%0.12%Q4 2022Q2 20233
ADIRONDACK TRUST CO 330.01%0.01%0.01%Q3 2022Q1 20233
Tilson Financial Group, Inc. 211.24%1.50%1.64%Q4 2022Q3 20233
TCG Advisory Services, LLC 330.16%0.19%0.23%Q1 2023Q3 20233
BlueCrest Capital Management Ltd 210.20%0.36%0.63%Q3 2021Q1 20233
Larson Financial Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Paladin Advisory Group, LLC 210.02%0.05%0.10%Q4 2021Q4 20223
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.02%0.02%0.02%Q1 2023Q3 20233
NVWM, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
DENVER INVESTMENT ADVISORS LLC 330.04%0.04%0.05%Q3 2013Q1 20143
Cornerstone Advisory, LLC 210.03%0.08%0.12%Q4 2020Q4 20213
Roble, Belko & Company, Inc 330.00%0.01%0.01%Q1 2022Q3 20223
IBEX WEALTH ADVISORS 110.02%0.03%0.04%Q4 2016Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.02%Q3 2022Q3 20233
Summit X, LLC 330.14%0.18%0.23%Q1 2023Q3 20233
HOHIMER WEALTH MANAGEMENT, LLC 330.04%0.11%0.16%Q1 2022Q3 20223
Essential Planning, LLC. 210.15%0.17%0.18%Q4 2022Q3 20233
RFP Financial Group LLC 330.10%0.66%1.78%Q4 2022Q2 20233
VICUS CAPITAL 330.04%0.04%0.05%Q4 2016Q2 20173
Tanglewood Legacy Advisors, LLC 330.27%0.28%0.30%Q1 2023Q3 20233
Horizon Kinetics 330.00%0.00%0.01%Q2 2013Q4 20133
ORG Partners LLC 330.19%0.45%0.67%Q1 2023Q3 20233
Hoover Financial Advisors, Inc. 330.14%0.18%0.22%Q2 2020Q4 20203
AlphaCore Capital LLC 330.14%0.24%0.36%Q1 2023Q3 20233
LGT Financial Advisors LLC 210.13%0.16%0.21%Q4 2022Q3 20233
UNITED BANK 333.24%3.64%4.07%Q1 2023Q3 20233
Key FInancial Inc 330.02%0.02%0.02%Q1 2023Q3 20233
Heritage Wealth Partners, LLC 210.60%1.19%2.10%Q4 2022Q3 20233
ASB Consultores, LLC 330.11%0.17%0.26%Q4 2022Q2 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
ACCURATE INVESTMENT SOLUTIONS, INC. 330.07%0.07%0.08%Q3 2019Q1 20203
Aris Wealth Services, Inc. 330.00%0.01%0.01%Q1 2015Q3 20153
Waverly Advisors, LLC 330.02%0.02%0.02%Q3 2022Q1 20233
Long Wharf Investors, Inc. 330.20%0.22%0.25%Q4 2013Q2 20143
OmniStar Financial Group, Inc. 330.28%0.28%0.29%Q4 2017Q2 20183
Octavia Wealth Advisors, LLC 330.04%0.05%0.05%Q3 2021Q1 20223
BAR HARBOR WEALTH MANAGEMENT 330.02%0.03%0.03%Q1 2021Q3 20213
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.02%Q1 2020Q3 20233
OLD MISSION CAPITAL LLC 110.02%0.12%0.28%Q2 2020Q3 20213
MAS Advisors LLC 330.22%0.24%0.29%Q4 2021Q2 20223
Client First Capital LLC 330.36%0.47%0.62%Q1 2023Q3 20233
DIVIDEND ASSETS CAPITAL, LLC 330.03%0.03%0.04%Q3 2020Q1 20213
TUCKER ASSET MANAGEMENT LLC 210.02%0.02%0.03%Q4 2020Q1 20223
BAKER TILLY WEALTH MANAGEMENT, LLC 330.05%0.07%0.09%Q4 2020Q2 20213
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Financial Partners Group, Inc 210.04%0.07%0.11%Q3 2019Q3 20233
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q3 2022Q2 20233
BLUESTEIN R H & CO LLC 330.08%0.21%0.31%Q1 2022Q3 20223
Carmichael Hill & Associates, Inc. 330.06%0.07%0.07%Q1 2022Q3 20223
Clearstead Trust, LLC 330.02%0.05%0.07%Q1 2023Q3 20233
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 330.13%0.19%0.23%Q4 2022Q2 20233
Darwin Wealth Management, LLC 330.08%0.10%0.12%Q1 2020Q3 20203
Pensionmark Financial Group, LLC 210.06%0.07%0.10%Q3 2022Q3 20233
WADE G W & INC 330.01%0.01%0.01%Q2 2021Q4 20213
GPS Wealth Strategies Group, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Meridian Wealth Management, LLC 210.02%0.04%0.06%Q4 2022Q3 20233
OLIO Financial Planning 330.11%0.11%0.12%Q1 2023Q3 20233
Plancorp, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 210.10%0.12%0.14%Q4 2022Q3 20233
Oak Harvest Investment Services 330.15%0.80%1.34%Q1 2023Q3 20233
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
RiverFront Investment Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Meeder Advisory Services, Inc. 222.63%2.67%2.72%Q4 2022Q1 20232
Centric Wealth Management 220.11%0.12%0.12%Q4 2020Q1 20212
Confluence Wealth Services, Inc. 110.01%0.04%0.06%Q4 2021Q2 20232
Gerber Kawasaki Wealth & Investment Management 110.02%0.16%0.29%Q2 2021Q3 20222
VERITY Wealth Advisors 110.28%0.49%0.70%Q3 2019Q4 20232
Caprock Group, LLC 220.32%0.33%0.34%Q4 2016Q1 20172
PIERSHALE FINANCIAL GROUP, INC. 110.13%0.22%0.30%Q4 2018Q2 20202
Virtu Financial LLC 110.01%0.05%0.08%Q4 2017Q2 20182
Jefferies Group LLC 220.00%0.00%0.01%Q3 2013Q4 20132
Cosner Financial Group, LLC 221.21%1.25%1.28%Q2 2023Q3 20232
Auour Investments LLC 220.16%0.17%0.19%Q2 2023Q3 20232
ARS Wealth Advisors, LLC 220.08%0.14%0.21%Q1 2021Q2 20212
TOWNSQUARE CAPITAL LLC 220.15%0.15%0.15%Q2 2023Q3 20232
FourThought Financial, LLC 220.07%0.10%0.13%Q2 2022Q3 20222
Mariner Wealth Advisors-Madison, LLC 220.01%0.04%0.07%Q2 2013Q3 20132
Cordasco Financial Network 110.01%0.01%0.02%Q4 2013Q2 20222
Accurate Wealth Management, LLC 110.04%0.06%0.08%Q4 2022Q3 20232
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q3 2021Q4 20222
Sanford Advisory Services, LLC 220.09%0.50%0.90%Q3 2022Q4 20222
Moisand Fitzgerald Tamayo, LLC 220.02%0.02%0.03%Q4 2015Q1 20162
Wellspring Financial Advisors, LLC 220.09%0.10%0.10%Q4 2022Q1 20232
Headlands Technologies LLC 220.00%0.01%0.01%Q2 2023Q3 20232
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2023Q3 20232
WASHINGTON TRUST BANK 110.03%0.05%0.07%Q4 2022Q2 20232
M Holdings Securities, Inc. 220.11%0.12%0.13%Q2 2016Q3 20162
HMS Capital Management, LLC 220.10%0.11%0.12%Q1 2021Q2 20212
First Bancorp, Inc /ME/ 220.46%0.66%0.87%Q3 2022Q4 20222
Objective Capital Management, LLC 220.18%0.21%0.25%Q4 2021Q1 20222
Icon Wealth Advisors, LLC 220.62%0.67%0.71%Q3 2022Q4 20222
HOWE & RUSLING INC 220.00%0.00%0.00%Q2 2022Q3 20222
FineMark National Bank & Trust 110.00%0.01%0.02%Q3 2014Q1 20162
Black Diamond Financial, LLC 220.10%0.10%0.10%Q2 2022Q3 20222
FIRST COMMUNITY TRUST NA 110.05%1.94%3.84%Q4 2022Q2 20232
Diversified, LLC 220.10%0.11%0.11%Q4 2022Q1 20232
McClarren Financial Advisors, Inc. 220.02%0.02%0.02%Q4 2022Q1 20232
TRUST CO OF VERMONT 220.01%0.01%0.01%Q2 2022Q3 20222
MCIA Inc 220.04%0.04%0.05%Q2 2017Q3 20172
Fairhaven Wealth Management, LLC 110.14%0.18%0.24%Q4 2022Q2 20232
Northwest Capital Management Inc 220.05%0.06%0.06%Q2 2023Q3 20232
Eagle Strategies LLC 110.05%0.08%0.10%Q1 2023Q3 20232
MOTCO 220.00%0.00%0.00%Q2 2023Q3 20232
WATERSHED PRIVATE WEALTH LLC 220.15%0.15%0.15%Q2 2023Q3 20232
Abundance Wealth Counselors 110.06%0.92%1.78%Q4 2022Q3 20232
BROWN WEALTH MANAGEMENT, LLC 223.62%3.99%4.36%Q2 2023Q3 20232
Henrickson Nauta Wealth Advisors, Inc. 110.03%0.09%0.14%Q4 2021Q3 20232
Amplius Wealth Advisors, LLC 220.34%0.45%0.55%Q2 2022Q3 20222
Beacon Bridge Wealth Partners, LLC 220.14%0.23%0.32%Q4 2022Q1 20232
Cardinal Strategic Wealth Guidance 220.02%4.89%9.77%Q4 2022Q1 20232
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2013Q3 20132
BALASA DINVERNO & FOLTZ LLC 220.12%0.22%0.31%Q2 2022Q3 20222
RDA Financial Network 220.16%0.18%0.21%Q2 2022Q3 20222
SAX WEALTH ADVISORS, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
Legacy Advisors, LLC 220.07%0.07%0.08%Q3 2022Q4 20222
Edge Capital Group, LLC 220.02%0.38%0.74%Q1 2022Q2 20222
Homrich & Berg 220.01%0.01%0.01%Q4 2020Q1 20212
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Rye Brook Capital LLC 220.07%0.09%0.10%Q2 2023Q3 20232
B&D White Capital Company, LLC 220.46%0.55%0.63%Q2 2022Q3 20222
BHF RG Capital Inc. 220.90%1.02%1.14%Q4 2019Q1 20202
Syverson Strege & Co 220.00%0.02%0.04%Q3 2022Q4 20222
EAGLE ASSET MANAGEMENT INC 220.20%0.22%0.24%Q4 2021Q1 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
REGENTATLANTIC CAPITAL LLC 220.01%0.03%0.05%Q2 2022Q3 20222
Astoria Strategic Wealth, Inc. 220.15%1.12%2.08%Q4 2019Q1 20202
Peachtree Investment Advisors, Inc. 220.02%0.02%0.02%Q3 2014Q4 20142
Narwhal Capital Management 220.20%0.33%0.46%Q2 2013Q3 20132
Paragon Wealth Strategies, LLC 220.22%0.65%1.09%Q4 2022Q1 20232
Vantage Financial Partners, LLC 220.10%0.11%0.12%Q4 2021Q1 20222
Cherry Tree Wealth Management, LLC 220.18%0.19%0.20%Q2 2023Q3 20232
ADVISOR PARTNERS II, LLC 110.19%0.30%0.42%Q4 2022Q3 20232
Kerntke Otto McGlone Wealth Management Group 220.11%0.12%0.13%Q4 2020Q1 20212
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 220.04%0.05%0.07%Q2 2023Q3 20232
GRANDFIELD & DODD, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
BEAM WEALTH ADVISORS, INC. 221.46%1.46%1.47%Q4 2019Q1 20202
STIFEL NICOLAUS & CO INC \MO\ 220.06%0.06%0.06%Q2 2013Q3 20132
Live Your Vision, LLC 220.13%0.14%0.14%Q4 2016Q1 20172
Sullivan, Bruyette, Speros & Blaney, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
FSC Wealth Advisors, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
OLD NATIONAL BANCORP /IN/ 220.01%0.08%0.15%Q2 2023Q3 20232
Braun-Bostich & Associates Inc. 221.12%1.19%1.25%Q1 2023Q2 20232
Hamlin Capital Management, LLC 220.01%0.03%0.04%Q3 2022Q4 20222
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.00%Q2 2017Q3 20172
Paragon Capital Management Ltd 220.37%1.36%2.35%Q1 2022Q2 20222
Checchi Capital Advisers, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
CENTRAL BANK & TRUST CO 110.01%0.02%0.02%Q1 2016Q2 20222
Certus Wealth Management, LLC 220.76%0.91%1.06%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 220.20%0.27%0.34%Q2 2023Q3 20232
Bogart Wealth, LLC 220.02%0.03%0.03%Q3 2020Q4 20202
Roth Financial Partners LLC 220.32%0.62%0.92%Q2 2022Q3 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.04%0.07%Q3 2014Q4 20222
AAF Wealth Management, LLC 220.71%0.79%0.87%Q2 2022Q3 20222
ALTFEST L J & CO INC 220.16%0.16%0.17%Q4 2022Q1 20232
HBK Sorce Advisory LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Karp Capital Management Corp 220.51%0.52%0.53%Q2 2022Q3 20222
FIRST NATIONAL BANK OF OMAHA 220.01%0.01%0.02%Q3 2018Q4 20182
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Hennion & Walsh Asset Management, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Spruce Investment Advisors LLC 2212.50%12.56%12.63%Q4 2016Q1 20172
Pallas Capital Advisors LLC 110.26%0.69%1.12%Q1 2022Q3 20232
HENGEHOLD CAPITAL MANAGEMENT LLC 110.04%0.16%0.27%Q2 2013Q1 20222
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
AMERICAN NATIONAL BANK 110.01%0.01%0.01%Q3 2022Q3 20221
Savant Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
GYL FINANCIAL SYNERGIES, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
Adero Partners, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
ASSOCIATED BANC-CORP 110.04%0.04%0.04%Q3 2023Q3 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Conservest Capital Advisors, Inc. 110.22%0.22%0.22%Q4 2021Q4 20211
Avondale Wealth Management 110.06%0.06%0.06%Q4 2017Q4 20171
Mount Yale Investment Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
WNY Asset Management, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
CJM Wealth Advisers, Ltd. 110.12%0.12%0.12%Q4 2022Q4 20221
Shilanski & Associates, Inc. 110.18%0.18%0.18%Q3 2022Q3 20221
V Wealth Advisors LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Proquility Private Wealth Partners, LLC 111.02%1.02%1.02%Q4 2022Q4 20221
Cynosure Group, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
Rinet Co LLC 110.05%0.05%0.05%Q1 2021Q1 20211
HM PAYSON & CO 110.00%0.00%0.00%Q4 2020Q4 20201
Coston, McIsaac & Partners 110.06%0.06%0.06%Q4 2022Q4 20221
ETRADE Capital Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
McLean Asset Management Corp 110.12%0.12%0.12%Q4 2023Q4 20231
Pinnacle Wealth Management Group, Inc. 110.16%0.16%0.16%Q2 2021Q2 20211
SENTINEL PENSION ADVISORS INC 110.20%0.20%0.20%Q4 2019Q4 20191
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
AVIANCE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
STABLEFORD CAPITAL II LLC 110.37%0.37%0.37%Q3 2017Q3 20171
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Wealthstream Advisors, Inc. 110.19%0.19%0.19%Q2 2023Q2 20231
Vista Private Wealth Partners. LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Godshalk Welsh Capital Management, Inc. 110.32%0.32%0.32%Q1 2023Q1 20231
PITCAIRN CO 110.13%0.13%0.13%Q1 2023Q1 20231
NATIONAL PLANNING CORP 110.13%0.13%0.13%Q4 2016Q4 20161
Connectus Wealth, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
OPPENHEIMER ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q4 2022Q4 20221
J Arnold Wealth Management Co 110.06%0.06%0.06%Q4 2022Q4 20221
New Millennium Group LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CVA Family Office, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Clear Creek Financial Management, LLC 110.48%0.48%0.48%Q3 2020Q3 20201
Sharkey, Howes & Javer 110.11%0.11%0.11%Q1 2017Q1 20171
LITTLE HOUSE CAPITAL LLC 110.22%0.22%0.22%Q1 2020Q1 20201
PFG Investments, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
LPWM LLC 110.26%0.26%0.26%Q4 2019Q4 20191
PNC Managed Account Solutions, Inc. 110.15%0.15%0.15%Q2 2021Q2 20211
Evergreen Wealth Solutions, LLC 110.43%0.43%0.43%Q1 2022Q1 20221
Ahrens Investment Partners LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Simplicity Wealth,LLC 110.29%0.29%0.29%Q4 2021Q4 20211
Laird Norton Wetherby Trust Company, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Key Bridge Compliance, LLC 110.62%0.62%0.62%Q3 2023Q3 20231
JSF Financial, LLC 116.81%6.81%6.81%Q3 2022Q3 20221
Argent Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Questar Asset Management, Inc. 111.80%1.80%1.80%Q4 2018Q4 20181
MorganRosel Wealth Management, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
Carroll Investors, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Rather & Kittrell, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
Equita Financial Network, Inc. 111.09%1.09%1.09%Q3 2023Q3 20231
LJI Wealth Management, LLC 111.04%1.04%1.04%Q4 2022Q4 20221
COOPER/HAIMS ADVISORS, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Grandview Asset Management LLC 110.03%0.03%0.03%Q1 2021Q1 20211
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Global Trust Asset Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Capital Asset Advisory Services LLC 110.10%0.10%0.10%Q4 2022Q4 20221
First Citizens Asset Management, Inc. 110.10%0.10%0.10%Q1 2023Q1 20231
USA FINANCIAL FORMULAS 115.01%5.01%5.01%Q1 2016Q1 20161
PEAK FINANCIAL ADVISORS LLC 116.58%6.58%6.58%Q3 2022Q3 20221
Resonant Capital Advisors, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Bluefin Trading, LLC 110.06%0.06%0.06%Q1 2014Q1 20141
Financial Council Asset Management Inc 1110.21%10.21%10.21%Q4 2022Q4 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q4 20141
PLANNING ALTERNATIVES LTD /ADV 111.37%1.37%1.37%Q2 2022Q2 20221
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Allen Capital Group, LLC 111.02%1.02%1.02%Q4 2022Q4 20221
Mill Creek Capital Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Sandy Cove Advisors, LLC 110.97%0.97%0.97%Q1 2023Q1 20231
Members Trust Co 110.17%0.17%0.17%Q3 2023Q3 20231
FinTrust Investment Advisory Services, LLC 111.50%1.50%1.50%Q2 2013Q2 20131
Coastal Bridge Advisors, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Western Asset Management Company, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
HERITAGE INVESTORS MANAGEMENT CORP 110.01%0.01%0.01%Q3 2023Q3 20231
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
Sandy Spring Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Birchcreek Wealth Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Ellis Investment Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Verdence Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
Aaron Wealth Advisors LLC 110.91%0.91%0.91%Q4 2020Q4 20201
COMMERCE BANK 110.01%0.01%0.01%Q3 2022Q3 20221
ATTICUS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
PRW Wealth Management LLC 110.44%0.44%0.44%Q2 2021Q2 20211
Obsidian Personal Planning Solutions LLC 112.08%2.08%2.08%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.01%0.01%0.01%Q4 2019Q4 20191
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ruggie Capital Group 110.01%0.01%0.01%Q4 2018Q4 20181
CX Institutional 110.05%0.05%0.05%Q2 2022Q2 20221
MOORE CAPITAL MANAGEMENT, LP 110.03%0.03%0.03%Q4 2022Q4 20221
ROGCO, LP 111.06%1.06%1.06%Q3 2023Q3 20231
Team Financial Group, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Elequin Capital, LP 110.55%0.55%0.55%Q4 2021Q4 20211
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Family Asset Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.31%0.31%0.31%Q3 2023Q3 20231
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 110.15%0.15%0.15%Q4 2021Q4 20211
HB Wealth Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
OXFORD FINANCIAL GROUP, LTD. LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Leelyn Smith, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
WESTPORT RESOURCES MANAGEMENT INC 110.00%0.00%0.00%Q2 2013Q2 20131
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Versant Capital Management, Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Jane Street Holding, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
IEQ CAPITAL, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Foundations Investment Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Estate Counselors, LLC 112.23%2.23%2.23%Q4 2022Q4 20221
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2022Q3 20221
Praetorian Wealth Management, Inc. 110.53%0.53%0.53%Q3 2022Q3 20221
Bristlecone Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Curtis Advisory Group, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q2 2022Q2 20221
Truepoint, Inc. 110.90%0.90%0.90%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.06%0.06%0.06%Q2 2018Q2 20181
TELEMUS CAPITAL, LLC 111.02%1.02%1.02%Q4 2016Q4 20161
Charles Schwab Trust Co 110.12%0.12%0.12%Q3 2023Q3 20231
Sound View Wealth Advisors, LLC 110.12%0.12%0.12%Q1 2019Q1 20191
Spearhead Capital Advisors, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Total Wealth Planning, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
BT Wealth Management LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Collaborative Wealth Managment Inc. 110.14%0.14%0.14%Q3 2022Q3 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
BLUE SQUARE ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
PERSONAL CFO SOLUTIONS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WAYCROSS PARTNERS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Stokes & Hubbell Capital Management, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
F3Logic, LLC 110.96%0.96%0.96%Q2 2022Q2 20221
Alpha DNA Investment Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
SHIKIAR ASSET MANAGEMENT INC 110.36%0.36%0.36%Q2 2017Q2 20171
First Heartland Consultants, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Penserra Capital Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FIDUCIARY TRUST INTERNATIONAL LLC 110.08%0.08%0.08%Q2 2020Q2 20201
RMB Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Main Street Financial Solutions, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
BOURGEON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Main Line Retirement Advisors, LLC 111.94%1.94%1.94%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.07%0.07%0.07%Q2 2013Q2 20131
Arjuna Capital 110.10%0.10%0.10%Q3 2023Q3 20231
Prestige Wealth Management Group LLC 110.12%0.12%0.12%Q4 2018Q4 20181
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.01%0.01%0.01%Q3 2018Q3 20181
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.10%0.10%0.10%Q4 2021Q4 20211
Simply Money Advisors 110.47%0.47%0.47%Q2 2016Q2 20161
Connecticut Wealth Management, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
DEFINED WEALTH MANAGEMENT, LLC 110.74%0.74%0.74%Q4 2022Q4 20221
Aries Wealth Management 111.14%1.14%1.14%Q1 2022Q1 20221
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Prostatis Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
1st Global Advisors, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
CALIBER WEALTH MANAGEMENT, LLC 110.54%0.54%0.54%Q4 2022Q4 20221
Ceros Financial Services Inc. 110.16%0.16%0.16%Q1 2019Q1 20191
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Arcus Capital Partners, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Conrad Siegel Investment Advisors, Inc. 112.66%2.66%2.66%Q3 2022Q3 20221
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Brown Financial Advisory 110.86%0.86%0.86%Q1 2022Q1 20221
Main Management LLC 110.80%0.80%0.80%Q2 2022Q2 20221
Alaethes Wealth LLC 112.61%2.61%2.61%Q3 2023Q3 20231
Reby Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Sentinus, LLC 110.34%0.34%0.34%Q3 2022Q3 20221
WEXFORD CAPITAL LP 110.31%0.31%0.31%Q3 2022Q3 20221
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Pinion Investment Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Wealthstar Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
SUTTON PLACE INVESTORS LLC 110.41%0.41%0.41%Q3 2023Q3 20231
Permit Capital Advisors, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Cornerstone Investment Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Royal Harbor Partners, LLC 110.62%0.62%0.62%Q4 2019Q4 20191
Sound Financial Strategies Group, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
HOWLAND CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ALLSTATE CORP 110.62%0.62%0.62%Q4 2021Q4 20211
Watermark Asset Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Oxler Private Wealth LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Riverwater Partners LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Main Street Research LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Laurel Wealth Planning LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Hamilton Capital, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Relyea Zuckerberg Hanson LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Delta Dental Plan of Michigan, Inc. 110.38%0.38%0.38%Q4 2017Q4 20171
Beacon Pointe Wealth Advisors, LLC 110.92%0.92%0.92%Q4 2019Q4 20191
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NewDay Solutions, LLC 110.52%0.52%0.52%Q4 2018Q4 20181
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 111.43%1.43%1.43%Q3 2018Q3 20181
Summit Trail Advisors, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Independent Advisor Alliance 110.12%0.12%0.12%Q4 2019Q4 20191
External links

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